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SCHP — SCHWAB US TIPS ETF · All Fund Holders

Funds holding (latest): 794 · Reported value held: $10.71B

FundQuarterSharesValuePortfolio WeightChange
Empower Advisory Group, LLC history Q2 2026 56.68M $1.50B 3.58% New
Wealthfront Advisers LLC history Q2 2026 35.29M $935.26M 1.80% New
JPMorgan Chase & Co history Q2 2026 27.87M $741.45M 0.09% New
Municipal Employees' Retirement System of Michigan history Q2 2026 16.19M $429.00M 4.74% New
SEI INVESTMENTS CO history Q2 2026 13.67M $362.21M 0.32% New
MAI Capital Management history Q2 2026 11.54M $305.82M 1.91% New
Cerity Partners LLC history Q2 2026 10.58M $280.37M 0.48% New
LINCOLN NATIONAL CORP history Q2 2026 9.44M $250.15M 6.40% New
ALLIANCEBERNSTEIN L.P. history Q2 2026 9.29M $247.14M 0.08% New
VOYA INVESTMENT MANAGEMENT LLC history Q2 2026 8.80M $233.16M 0.22% New
NEPC LLC history Q2 2026 8.32M $220.53M 4.12% New
CENTRAL TRUST Co history Q2 2026 8.15M $216.02M 3.91% New
Quadratic Capital Management LLC history Q2 2026 8.05M $213.41M 85.31% New
Alesco Advisors, LLC, An ESL Co history Q2 2026 6.47M $171.42M 3.93% New
ENVESTNET ASSET MANAGEMENT INC history Q2 2026 6.30M $166.83M 0.04% New
Cerity Partners OCIO LLC history Q2 2026 5.62M $148.95M 7.54% New
UBS Group AG history Q2 2026 5.31M $140.81M 0.06% Reduce
Morgan Stanley history Q2 2026 5.07M $134.32M 0.01% Add
Elm Partners Management LLC history Q2 2026 4.79M $126.89M 4.55% New
US BANCORP \DE\ history Q2 2026 3.71M $98.37M 0.13% New
Beacon Pointe Advisors, LLC history Q2 2026 3.65M $96.81M 0.49% New
Bank of America Corp history Q2 2026 3.60M $95.43M 0.01% Reduce
ARMSTRONG ADVISORY GROUP, INC history Q2 2026 3.53M $93.48M 5.69% New
AMERIPRISE FINANCIAL INC history Q2 2026 3.43M $90.70M 0.02% New
Integrated Wealth Concepts LLC history Q2 2026 3.07M $81.44M 0.41% New
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP history Q2 2026 2.96M $78.48M 2.52% New
Lutz Financial Services LLC history Q2 2026 2.45M $64.79M 3.95% New
BNY Mellon history Q2 2026 2.43M $64.38M 0.01% Hold
Prime Capital Investment Advisors, LLC history Q2 2026 2.32M $61.57M 0.66% New
Wealthcare Advisory Partners LLC history Q2 2026 2.09M $55.39M 1.05% New
ASSETMARK, INC history Q2 2026 2.07M $54.93M 0.09% New
LifeGuide Financial Advisors, LLC history Q2 2026 2.07M $54.92M 15.64% New
PRINCIPAL SECURITIES, INC. history Q2 2026 1.98M $52.42M 0.63% New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history Q2 2026 1.92M $49.97M 0.11% New
Wells Fargo & Co history Q2 2026 1.85M $49.06M 0.02% Add
Diversified Enterprises, LLC history Q2 2026 1.80M $47.57M 2.30% New
Fidelity Management & Research (FMR) history Q2 2026 1.71M $45.41M 0.00% Add
Kohmann Bosshard Financial Services, LLC history Q2 2026 1.66M $44.11M 3.74% New
SUMITOMO LIFE INSURANCE CO history Q2 2026 1.66M $44.07M 0.72% New
LPL Financial LLC history Q2 2026 1.66M $43.94M 0.01% New
BlueSky Wealth Advisors, LLC history Q2 2026 1.62M $43.03M 4.98% New
Pure Financial Advisors, LLC history Q2 2026 1.59M $42.17M 0.54% New
Advisory Alpha, LLC history Q2 2026 1.58M $41.89M 1.03% New
Financial Architects, LLC history Q2 2026 1.57M $41.53M 19.92% New
Russell Investments Group, Ltd. history Q2 2026 1.53M $40.50M 0.04% New
STEPHENS GROUP ASSET MANAGEMENT, LLC history Q2 2026 1.50M $39.76M 2.25% New
Garde Capital, Inc. history Q2 2026 1.47M $39.01M 1.75% New
Pictet Asset Management Holding SA history Q2 2026 1.45M $38.49M 0.04% New
Temasek Holdings history Q4 2025 1.41M $37.35M 0.12% Hold
Matrix Trust Co history Q3 2026 1.38M $34.68M 5.04% Add
Creative Planning history Q2 2026 1.30M $34.46M 0.03% New
RAYMOND JAMES FINANCIAL INC history Q2 2026 1.27M $33.66M 0.01% New
ALTFEST L J & CO INC history Q2 2026 1.11M $29.37M 2.85% New
FOSTER & MOTLEY INC history Q2 2026 1.10M $29.20M 1.34% New
Savant Capital, LLC history Q2 2026 1.09M $28.90M 0.09% New
Prentice Wealth Management LLC history Q2 2026 1.07M $28.40M 6.04% New
Joseph Group Capital Management history Q2 2026 1.05M $27.71M 5.82% New
Avior Wealth Management, LLC history Q2 2026 1.01M $26.86M 0.71% New
Cetera Investment Advisers history Q2 2026 1.00M $26.50M 0.03% New
Seneca Financial Advisors LLC history Q2 2026 998.77K $26.47M 6.87% New
Tortoise Investment Management, LLC history Q2 2026 978.66K $25.93M 1.98% New
Citigroup Inc history Q2 2026 899.34K $23.83M 0.03% Add
Arax Advisory Partners history Q2 2026 828.85K $21.96M 0.16% New
HighTower Advisors, LLC history Q2 2026 795.64K $21.08M 0.02% New
Fund Evaluation Group, LLC history Q2 2026 748.00K $19.82M 0.54% New
MERCER GLOBAL ADVISORS INC /ADV history Q2 2026 743.05K $19.69M 0.03% New
Navalign, LLC history Q2 2026 726.11K $19.24M 4.48% New
TANDEMGROWTH FINANCIAL ADVISORS LLC history Q2 2026 705.09K $18.68M 15.27% New
Modera Wealth Management, LLC history Q2 2026 695.86K $18.44M 0.20% New
SAGE FINANCIAL GROUP INC history Q2 2026 656.69K $17.40M 0.96% New
Goldman Sachs Group history Q2 2026 646.08K $17.12M 0.01% Reduce
ZynergyRetirementPlanningLLC history Q3 2026 677.79K $17.03M 9.10% Add
Allen Capital Group, LLC history Q2 2026 633.02K $16.78M 1.38% New
Carnegie Investment Counsel history Q2 2026 623.68K $16.53M 0.33% New
Asset Management Group, Inc. history Q2 2026 618.20K $16.38M 2.40% New
FIFTH THIRD BANCORP history Q2 2026 599.59K $15.89M 0.03% New
Financial Engines Advisors L.L.C. history Q2 2026 594.61K $15.76M 0.03% New
McAdam, LLC history Q2 2026 592.74K $15.71M 0.61% New
Prairiewood Capital, LLC history Q2 2026 583.81K $15.47M 4.01% New
CCG WEALTH MANAGEMENT, LLC history Q2 2026 580.47K $15.38M 3.64% New
Farther Finance Advisors, LLC history Q3 2026 607.67K $15.27M 0.12% Add
Greenline Partners, LLC history Q2 2026 548.17K $14.53M 1.48% New
Renaissance Technologies history Q2 2026 530.60K $14.06M 0.02% Add
OSAIC HOLDINGS, INC. history Q2 2026 528.94K $14.02M 0.02% New
Grove Street Fiduciary, LLC history Q2 2026 526.59K $13.95M 5.89% New
FDx Advisors, Inc. history Q2 2026 524.02K $13.89M 4.19% New
Principal Global Investors history Q4 2025 496.32K $13.15M 0.01% Add
Wealthspire Advisors, LLC history Q2 2026 492.88K $13.06M 0.07% New
Marotta Asset Management history Q3 2026 519.74K $13.06M 2.22% Reduce
Roble, Belko & Company, Inc history Q2 2026 488.30K $12.94M 1.40% New
ALM First Financial Advisors, LLC history Q2 2026 487.50K $12.92M 2.18% New
Capital Analysts, LLC history Q2 2026 486.18K $12.88M 0.30% New
Carolina Wealth Advisors, LLC history Q2 2026 472.87K $12.53M 4.91% New
Robinswood Financial LLC history Q2 2026 468.81K $12.42M 3.56% New
Fortis Advisors, LLC history Q2 2026 468.10K $12.40M 5.81% New
MANNING & NAPIER ADVISORS LLC history Q2 2026 437.86K $11.65M 0.15% New
CHOREO, LLC history Q2 2026 437.82K $11.60M 0.13% New
Altiora Financial Group, LLC history Q2 2026 435.99K $11.55M 1.82% New
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO history Q2 2026 433.06K $11.48M 0.01% New
WEALTHCARE CAPITAL MANAGEMENT LLC history Q2 2026 432.02K $11.45M 1.09% New
Golden Bell Financial Planning LLC history Q2 2026 429.98K $11.39M 8.38% New
Silver Coast Investments LLC history Q2 2026 428.84K $11.36M 3.38% New
KESTRA PRIVATE WEALTH SERVICES, LLC history Q2 2026 424.54K $11.25M 0.12% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history Q2 2026 423.07K $11.21M 0.01% New
Westover Capital Advisors, LLC history Q2 2026 418.82K $11.10M 1.84% New
Trajan Wealth LLC history Q2 2026 417.38K $11.06M 0.42% New
Rock Creek Group LLC history Q2 2026 406.93K $10.78M 1.08% New
Signal Advisors Wealth, LLC history Q2 2026 406.22K $10.76M 0.54% New
Brightwater Advisory LLC history Q2 2026 401.66K $10.64M 6.73% New
OneAscent Financial Services LLC history Q2 2026 399.72K $10.59M 0.51% New
PROFFITT & GOODSON INC history Q2 2026 398.25K $10.55M 1.47% New
Aptus Capital Advisors, LLC history Q2 2026 393.77K $10.43M 0.09% New
Frontier Asset Management, LLC history Q2 2026 391.37K $10.37M 1.86% New
VCI Wealth Management LLC history Q2 2026 388.91K $10.31M 2.58% New
Two West Capital Advisors LLC history Q2 2026 383.22K $10.04M 4.99% New
MML INVESTORS SERVICES, LLC history Q2 2026 376.80K $9.99M 0.02% New
Focus Financial Network, Inc. history Q2 2026 368.43K $9.76M 0.30% New
Peak Financial Management, Inc. history Q2 2026 367.65K $9.74M 2.24% New
TRUIST FINANCIAL CORP history Q2 2026 354.76K $9.40M 0.01% New
Summit Global Investments history Q2 2026 349.36K $9.26M 0.51% New
Amicus Financial Advisors, LLC history Q2 2026 344.76K $9.14M 2.25% New
BFSG, LLC history Q2 2026 343.13K $9.09M 0.83% New
MPS Loria Financial Planners, LLC history Q2 2026 341.00K $9.04M 2.08% New
ARVEST INVESTMENTS, INC. history Q2 2026 339.27K $8.99M 1.09% New
Summit Financial, LLC history Q2 2026 334.84K $8.87M 0.10% New
Bulwark Capital Corp history Q2 2026 334.26K $8.86M 4.99% New
Cambridge Investment Research Advisors, Inc. history Q2 2026 333.37K $8.83M 0.02% New
Envision Financial Planning, LLC history Q2 2026 332.89K $8.82M 2.87% New
FC Advisory LLC history Q3 2026 348.47K $8.76M 2.29% Add
Virginia Estate & Retirement Planning Advisors Inc. history Q2 2026 8.71M $8.71M 10.48% New
HARBOUR INVESTMENTS, INC. history Q2 2026 323.36K $8.57M 0.12% New
Atria Investments, Inc history Q2 2026 318.38K $8.44M 0.09% New
Signet Investment Advisory Group, Inc. history Q2 2026 312.81K $8.29M 3.65% New
GenTrust, LLC history Q2 2026 310.85K $8.24M 0.32% New
CAMBRIDGE CAPITAL MANAGEMENT, LLC history Q2 2026 309.01K $8.19M 3.11% New
Vestmark Advisory Solutions, Inc. history Q2 2026 302.00K $8.00M 0.07% New
Riverpoint Wealth Management Holdings, LLC history Q2 2026 301.28K $7.98M 1.47% New
Arkadios Wealth Advisors history Q2 2026 296.81K $7.87M 0.15% New
MBE Wealth Management, LLC history Q2 2026 293.53K $7.78M 2.73% New
Kastel Capital Advisors, LLC history Q2 2026 289.94K $7.72M 4.88% New
Dorato Capital Management history Q3 2026 305.58K $7.68M 5.12% Add
EQ WEALTH ADVISORS, LLC history Q2 2026 279.58K $7.41M 4.07% New
COMMERCE BANK history Q2 2026 273.56K $7.25M 0.03% New
Charles Schwab Trust Co history Q2 2026 272.66K $7.23M 0.40% New
Vise Technologies, Inc. history Q2 2026 271.63K $7.20M 0.08% New
EVOLVE PRIVATE WEALTH, LLC history Q2 2026 269.96K $7.15M 0.44% New
Transamerica Financial Advisors, LLC history Q2 2026 267.11K $7.08M 0.60% New
Range Advisory, LLC history Q2 2026 266.09K $7.05M 0.84% New
SG Americas Securities, LLC history Q2 2026 260.48K $6.90M 0.00% New
Vilga Financial Planning LLC history Q2 2026 258.66K $6.85M 5.19% New
Greenspring Advisors, LLC history Q2 2026 258.06K $6.84M 0.38% New
Wealthcare Capital Partners, LLC history Q2 2026 256.95K $6.81M 2.81% New
Kiker Wealth Management, LLC history Q2 2026 251.90K $6.68M 2.60% New
Procyon Advisors, LLC history Q2 2026 250.17K $6.63M 0.29% New
CITIZENS FINANCIAL GROUP INC/RI history Q2 2026 246.34K $6.53M 0.08% New
Retirement Management Systems Inc. history Q2 2026 243.58K $6.45M 1.32% New
VAN STRUM & TOWNE INC. history Q2 2026 243.20K $6.44M 1.76% New
RETIREMENT FINANCIAL SOLUTIONS, LLC history Q2 2026 242.64K $6.43M 1.58% New
Valmark Advisers, Inc. history Q2 2026 236.75K $6.27M 0.07% New
THEORY FINANCIAL LLC history Q2 2026 235.39K $6.24M 1.97% New
Williams Financial, LLC history Q2 2026 232.55K $6.16M 3.19% New
THRIVENT FINANCIAL FOR LUTHERANS history Q2 2026 231.35K $6.13M 0.01% New
Hoxton Planning & Management, LLC history Q2 2026 229.51K $6.08M 1.59% New
Steward Partners Investment Advisory, LLC history Q2 2026 228.49K $6.05M 0.03% New
AMG National Trust Bank history Q2 2026 226.72K $6.01M 0.13% New
Alpha Omega Wealth Management LLC history Q2 2026 217.36K $5.76M 0.88% New
REBALANCE, LLC history Q2 2026 217.19K $5.76M 0.30% New
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC history Q2 2026 215.54K $5.71M 0.07% New
ROYAL BANK OF CANADA history Q2 2026 214.97K $5.70M 0.00% New
Sanctuary Advisors, LLC history Q2 2026 214.71K $5.69M 0.03% New
Grey Fox Wealth Advisors, LLC history Q2 2026 207.46K $5.50M 0.96% New
Curbstone Financial Management Corp history Q2 2026 206.87K $5.48M 1.30% New
M Wealth Management, LLC history Q2 2026 203.86K $5.40M 4.24% New
LifePlan Investment Advisors, Inc. history Q2 2026 196.59K $5.21M 1.79% New
Aviance Capital Partners, LLC history Q2 2026 194.94K $5.17M 0.54% New
HORIZON FINANCIAL SERVICES, LLC history Q2 2026 188.01K $4.98M 1.91% New
Waverly Advisors, LLC history Q2 2026 187.47K $4.97M 0.03% New
First Heartland Consultants, Inc. history Q3 2026 192.57K $4.84M 0.32% Add
Sagace Wealth Management LLC history Q2 2026 182.28K $4.83M 3.06% New
D.A. DAVIDSON & CO. history Q2 2026 181.23K $4.80M 0.03% New
Columbus Macro, LLC history Q2 2026 181.20K $4.80M 0.47% New
Kings Path Partners LLC history Q2 2026 179.14K $4.75M 1.26% New
Decker Retirement Planning Inc. history Q2 2026 172.96K $4.58M 1.56% New
Stratos Wealth Partners, LTD. history Q2 2026 171.44K $4.54M 0.05% New
Cambria Investment Management, L.P. history Q2 2026 172.59K $4.54M 0.22% New
Western Wealth Management, LLC history Q2 2026 170.94K $4.53M 0.15% New
EP Wealth Advisors, LLC history Q2 2026 170.79K $4.53M 0.02% New
Upper Left Wealth Management, LLC history Q2 2026 170.70K $4.52M 2.51% New
RHS Financial, LLC history Q2 2026 170.68K $4.52M 1.82% New
STIFEL FINANCIAL CORP history Q2 2026 170.30K $4.51M 0.00% New
Verde Capital Management history Q2 2026 169.44K $4.49M 0.83% New
FIFTH THIRD SECURITIES, INC. history Q2 2026 168.35K $4.46M 0.25% New
Summit Wealth Group, LLC history Q2 2026 168.33K $4.46M 0.91% New
Financial Management, Inc. history Q2 2026 167.51K $4.44M 3.64% New
WEALTHEDGE INVESTMENT ADVISORS, LLC history Q2 2026 163.72K $4.34M 1.48% New
WealthCollab, LLC history Q2 2026 163.10K $4.32M 1.57% New
ABBINGTON INVESTMENT GROUP history Q2 2026 159.94K $4.24M 2.70% New
Seed Wealth Management, Inc. history Q2 2026 159.56K $4.23M 2.68% New
TRUSTMARK BANK TRUST DEPARTMENT history Q2 2026 158.13K $4.19M 0.25% New
Cloud Capital Management, LLC history Q2 2026 157.42K $4.17M 1.52% New
PNC Financial Services history Q2 2026 155.69K $4.13M 0.00% Reduce
IRON Financial LLC history Q2 2026 155.07K $4.11M 1.70% New
Grantham, Mayo, Van Otterloo & Co. LLC history Q2 2026 153.74K $4.07M 0.01% New
AQR Capital Management history Q2 2026 152.53K $4.04M 0.00% Reduce
AQR CAPITAL MANAGEMENT LLC history Q2 2026 152.53K $4.04M 0.00% New
ANDERSON HOAGLAND & CO history Q2 2026 152.26K $4.03M 0.32% New
Christensen, King & Associates Investment Services, Inc. history Q2 2026 150.94K $4.00M 1.59% New
FSA Investment Group, LLC history Q3 2026 156.19K $3.93M 1.25% Add
C M BIDWELL & ASSOCIATES LTD history Q2 2026 147.24K $3.90M 1.60% New
Quadrature Capital Ltd history Q2 2026 146.89K $3.89M 0.03% New
AE Wealth Management LLC history Q2 2026 143.73K $3.81M 0.02% New
Csenge Advisory Group history Q2 2026 142.20K $3.77M 0.15% New
JTC Employer Solutions Trustee Ltd history Q2 2026 141.96K $3.76M 0.30% New
PHILLIPS FINANCIAL MANAGEMENT, LLC history Q2 2026 140.17K $3.71M 0.27% New
Noble Wealth Partners LLC history Q2 2026 139.90K $3.71M 3.22% New
Perigon Wealth Management, LLC history Q2 2026 139.60K $3.70M 0.06% New
Wealthspire Retirement, LLC history Q2 2026 138.09K $3.66M 0.20% New
Performance Wealth Partners, LLC history Q2 2026 131.95K $3.50M 0.09% New
Goldstone Financial Group, LLC history Q2 2026 130.78K $3.47M 0.34% New
LODESTAR PRIVATE ASSET MANAGEMENT LLC history Q2 2026 129.50K $3.43M 0.30% New
ATLas Financial Planning LLC history Q2 2026 129.27K $3.43M 2.78% New
Advyzon Investment Management, LLC history Q2 2026 129.03K $3.42M 0.25% New
Ashton Thomas Private Wealth, LLC history Q2 2026 128.85K $3.41M 0.07% New
Atomic Invest LLC history Q2 2026 126.97K $3.38M 0.30% New
NewEdge Advisors, LLC history Q2 2026 125.42K $3.32M 0.01% New
BCGM Wealth Management, LLC history Q2 2026 124.44K $3.30M 0.70% New
Curran Financial Partners, LLC history Q2 2026 123.74K $3.28M 0.49% New
PRIVATE CLIENT SERVICES, LLC history Q3 2026 129.48K $3.25M 0.87% Reduce
K2 Financial Inc. history Q2 2026 123.62K $3.25M 2.29% New
Maltin Wealth Management, Inc. history Q2 2026 120.99K $3.21M 1.07% New
Baker Ellis Asset Management LLC history Q2 2026 120.98K $3.21M 0.33% New
Patten Group, Inc. history Q2 2026 120.70K $3.20M 0.50% New
Summit Financial Strategies, Inc. history Q2 2026 120.48K $3.19M 0.22% New
Focus Partners Wealth history Q2 2026 119.12K $3.16M 0.00% New
BIP Wealth, LLC history Q2 2026 118.94K $3.15M 0.09% New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history Q2 2026 117.24K $3.11M 0.00% New
Mariner, LLC history Q2 2026 115.54K $3.06M 0.00% New
Merit Financial Group, LLC history Q2 2026 114.91K $3.05M 0.02% New
Lord & Richards Wealth Management, LLC history Q2 2026 114.21K $3.03M 2.37% New
Flatrock Wealth Partners LLC history Q2 2026 110.95K $2.94M 1.16% New
Savvy Advisors, Inc. history Q2 2026 110.54K $2.93M 0.07% New
Belpointe Asset Management LLC history Q2 2026 110.43K $2.93M 0.10% New
SILVER OAK SECURITIES, INCORPORATED history Q2 2026 108.86K $2.88M 0.17% New
Eagle Bay Advisors LLC history Q2 2026 105.55K $2.80M 2.09% New
JONES FINANCIAL COMPANIES LLLP history Q2 2026 104.48K $2.78M 0.00% New
Washington Trust Advisors, Inc. history Q2 2026 101.70K $2.69M 0.20% New
Resonant Capital Advisors, LLC history Q2 2026 101.55K $2.69M 0.13% New
J.W. COLE ADVISORS, INC. history Q2 2026 100.82K $2.67M 0.05% New
TRAN CAPITAL MANAGEMENT, L.P. history Q2 2026 99.40K $2.63M 0.30% New
White Lighthouse Investment Management Inc. history Q2 2026 99.18K $2.63M 0.33% New
EXCHANGE TRADED CONCEPTS, LLC history Q2 2026 99.10K $2.63M 0.01% New
Aletheian Wealth Advisors LLC history Q3 2026 104.49K $2.63M 1.05% Add
Freedom Financial Partners LLC history Q2 2026 98.10K $2.60M 0.85% New
Revisor Wealth Management LLC history Q2 2026 97.48K $2.58M 0.62% New
VestGen Advisors, LLC history Q2 2026 96.30K $2.55M 0.08% New
Kestra Advisory Services, LLC history Q2 2026 95.92K $2.54M 0.01% New
Ausdal Financial Partners, Inc. history Q2 2026 95.61K $2.53M 0.10% New
Ridgewood Investments LLC history Q3 2026 99.93K $2.51M 0.93% Add
JMG Financial Group, Ltd. history Q2 2026 93.65K $2.48M 0.06% New
WASHINGTON TRUST Co history Q2 2026 93.28K $2.47M 0.08% New
Northern Trust Corp history Q2 2026 92.69K $2.46M 0.00% Add
1620 INVESTMENT ADVISORS, INC. history Q2 2026 92.06K $2.44M 1.52% New
SEEDS INVESTOR LLC history Q2 2026 91.68K $2.43M 0.25% New
Coastal Bridge Advisors, LLC history Q2 2026 90.81K $2.41M 0.15% New
Comprehensive Money Management Services LLC history Q2 2026 90.46K $2.40M 1.51% New
Simplicity Wealth,LLC history Q2 2026 88.99K $2.36M 0.08% New
NATIONAL BANK OF CANADA /FI/ history Q2 2026 85.19K $2.26M 0.00% New
Main Street Financial Solutions, LLC history Q2 2026 85.15K $2.26M 0.16% New
PFC CAPITAL GROUP, INC. history Q2 2026 84.95K $2.25M 0.86% New
FIDUCIENT ADVISORS LLC history Q2 2026 84.80K $2.25M 0.32% New
IFC & Insurance Marketing, Inc. history Q2 2026 84.56K $2.24M 1.97% New
Fortis Capital Advisors, LLC history Q2 2026 84.55K $2.24M 0.25% New
Veracity Capital LLC history Q3 2026 87.99K $2.21M 0.59% Add
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. history Q2 2026 82.43K $2.18M 0.00% New
MARIPAU WEALTH MANAGEMENT LLC history Q2 2026 81.18K $2.17M 0.77% New
NORTHEAST PLANNING ASSOCIATES, INC. / NH / history Q2 2026 87.36K $2.15M 1.61% New
Arcataur Capital Management LLC history Q2 2026 80.94K $2.14M 0.53% New
Mutual Advisors, LLC history Q2 2026 80.84K $2.14M 0.04% New
Tailwinds Wealth, LLC history Q2 2026 78.97K $2.09M 1.24% New
United Advisor Group, LLC history Q2 2026 78.61K $2.08M 0.23% New
Econ Financial Services Corp history Q2 2026 77.12K $2.04M 0.95% New
Valpey Financial Services, LLC history Q2 2026 76.22K $2.02M 1.20% New
McLean Asset Management Corp history Q2 2026 77.36K $2.02M 0.27% New
HENGEHOLD CAPITAL MANAGEMENT LLC history Q2 2026 75.84K $2.01M 0.16% New
Dynamic Advisor Solutions LLC history Q2 2026 74.51K $1.97M 0.06% New
HUTCHINSON CAPITAL MANAGEMENT/CA history Q2 2026 73.86K $1.96M 0.34% New
Archvest Wealth Advisors, Inc. history Q2 2026 73.79K $1.96M 1.13% New
Financial Freedom, LLC history Q2 2026 73.39K $1.94M 0.89% New
SeaCrest Wealth Management, LLC history Q2 2026 73.05K $1.94M 0.21% New
BIRCH FINANCIAL GROUP, LLC history Q2 2026 72.85K $1.93M 0.99% New
Kingsview Wealth Management, LLC history Q2 2026 72.79K $1.93M 0.02% New
Physician Wealth Solutions Inc. history Q2 2026 72.01K $1.91M 0.72% New
Pathstone Holdings, LLC history Q2 2026 71.93K $1.91M 0.01% New
Veratis Advisors, Inc. history Q2 2026 70.53K $1.87M 1.32% New
Passive Capital Management, LLC. history Q2 2026 68.87K $1.82M 0.57% New
Ethos Financial Group, LLC history Q2 2026 68.89K $1.81M 0.13% New
Braun-Bostich & Associates Inc. history Q2 2026 67.77K $1.80M 1.00% New
Breakwater Investment Management history Q2 2026 66.49K $1.76M 0.60% New
Bauman Advisory Group, LLC history Q2 2026 65.87K $1.75M 0.92% New
COMMONWEALTH EQUITY SERVICES, LLC history Q2 2026 64.98K $1.72M 0.00% New
American Trust Investment Advisors, LLC history Q2 2026 64.83K $1.72M 0.85% New
CIBC Bancorp USA Inc. history Q2 2026 63.99K $1.70M 0.00% New
Hyposwiss Advisors SA history Q2 2026 63.74K $1.69M 1.60% New
TORONTO DOMINION BANK history Q2 2026 63.03K $1.67M 0.01% New
DUFF & PHELPS INVESTMENT MANAGEMENT CO history Q2 2026 63.02K $1.67M 0.02% New
Fischer Financial Services, Inc. history Q2 2026 62.23K $1.65M 0.41% New
Edgestream Partners, L.P. history Q2 2026 61.82K $1.64M 0.05% New
Austin Wealth Management, LLC history Q2 2026 60.98K $1.60M 0.34% New
Virtue Capital Management, LLC history Q2 2026 60.37K $1.60M 0.21% New
SigFig Wealth Management, LLC history Q3 2026 63.22K $1.59M 0.04% Hold
ARKANSAS FINANCIAL GROUP, INC. history Q2 2026 59.65K $1.58M 0.21% New
FULTON BREAKEFIELD BROENNIMAN LLC history Q2 2026 59.28K $1.57M 0.09% New
Betterment LLC history Q2 2026 57.36K $1.52M 0.00% New
Cushing Capital Partners, LLC history Q2 2026 57.17K $1.51M 1.04% New
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA history Q2 2026 57.13K $1.51M 1.00% New
Blue Fin Capital, Inc. history Q2 2026 56.70K $1.50M 0.22% New
a16z Perennial Management, L.P. history Q2 2026 56.00K $1.48M 0.17% New
Accelerate Investment Advisors LLC history Q2 2026 53.39K $1.41M 0.81% New
SWS Partners history Q2 2026 53.15K $1.41M 0.30% New
Soltis Investment Advisors LLC history Q2 2026 51.92K $1.38M 0.11% New
Strategic Financial Planning, Inc. history Q2 2026 51.73K $1.37M 0.72% New
SGL Investment Advisors, Inc. history Q2 2026 51.82K $1.34M 0.46% New
High Note Wealth, LLC history Q2 2026 50.05K $1.33M 0.23% New
Private Advisor Group, LLC history Q2 2026 49.93K $1.32M 0.01% New
Equitable Holdings, Inc. history Q2 2026 49.55K $1.31M 0.01% New
WEBSTERROGERS FINANCIAL ADVISORS, LLC history Q2 2026 49.09K $1.30M 0.33% New
Advisory Services Network, LLC history Q2 2026 49.06K $1.30M 0.02% New
Horizons Wealth Management history Q3 2026 51.50K $1.29M 0.82% New
Pine Haven Investment Counsel, Inc history Q2 2026 47.76K $1.27M 0.85% New
TrueWealth Advisors, LLC history Q2 2026 47.26K $1.25M 0.28% New
CREATIVE FINANCIAL DESIGNS INC /ADV history Q2 2026 46.61K $1.24M 0.06% New
NWAM LLC history Q2 2026 46.20K $1.22M 0.06% New
Independent Advisor Alliance history Q2 2026 45.98K $1.22M 0.03% New
Bigelow Investment Advisors, LLC history Q2 2026 45.23K $1.20M 0.43% New
TWO SIGMA SECURITIES, LLC history Q2 2026 44.90K $1.19M 0.10% New
OneDigital Investment Advisors LLC history Q2 2026 44.85K $1.19M 0.01% New
L.K. Benson & Company, P.C. history Q2 2026 44.66K $1.18M 0.36% New
M. Kulyk & Associates, LLC history Q2 2026 43.80K $1.16M 0.19% New
Focus Partners Advisor Solutions, LLC history Q2 2026 43.34K $1.15M 0.01% New
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC history Q2 2026 42.84K $1.14M 0.02% New
Galvin, Gaustad & Stein, LLC history Q3 2026 43.78K $1.10M 0.08% Reduce
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ history Q2 2026 41.43K $1.10M 0.01% New
Leeward Financial Partners, LLC history Q2 2026 41.38K $1.10M 0.29% New
Roundview Capital LLC history Q2 2026 41.24K $1.09M 0.06% New
CAPE COD FIVE CENTS SAVINGS BANK history Q2 2026 40.35K $1.07M 0.09% New
Smith Partners Wealth Management, LLC history Q2 2026 40.15K $1.06M 0.85% New
Citadel Advisors history Q2 2026 40.00K $1.06M 0.00% Reduce
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC history Q2 2026 39.94K $1.06M 0.06% New
Stockman Wealth Management, Inc. history Q2 2026 39.72K $1.05M 0.11% New
LCNB CORP history Q2 2026 39.36K $1.04M 0.32% New
Bakala Capital LLC history Q2 2026 39.25K $1.04M 4.56% New
EverSource Wealth Advisors, LLC history Q2 2026 38.42K $1.02M 0.03% New
Strategic Financial Concepts, LLC history Q2 2026 38.29K $1.01M 0.30% New
Coppell Advisory Solutions LLC history Q2 2026 2.59K $1.01M 0.08% New
Western Reserve Capital Management, LLC history Q2 2026 37.67K $998.20K 0.74% New
Lansing Street Advisors history Q2 2026 37.59K $996.08K 0.21% New
Hamrick Investment Counsel, llc history Q2 2026 37.56K $995.23K 0.66% New
PINKERTON WEALTH, LLC history Q2 2026 36.67K $975.74K 0.08% New
CLEAR INVESTMENT RESEARCH, LLC history Q2 2026 36.67K $971.69K 1.51% New
Sherman Asset Management, Inc. history Q2 2026 35.80K $948.78K 0.74% New
CAHILL FINANCIAL ADVISORS INC history Q2 2026 35.69K $945.65K 0.09% New
Kingdom Financial Group LLC. history Q2 2026 35.04K $928.50K 0.24% New
True Freedom Investing, LLC history Q2 2026 34.65K $922.02K 0.07% New
ALLSTREET CAPITAL ADVISORS LLC history Q2 2026 34.56K $915.75K 0.60% New
Mount Lucas Management LP history Q2 2026 34.46K $913.08K 0.33% New
Orion Porfolio Solutions, LLC history Q2 2026 34.40K $911.56K 0.01% New
Diversify Advisory Services, LLC history Q2 2026 34.93K $910.00K 0.02% New
DIVERSIFY WEALTH MANAGEMENT, LLC history Q2 2026 34.93K $910.00K 0.02% New
OMNI 360 Wealth, Inc. history Q2 2026 34.05K $902.23K 0.42% New
Brookstone Capital Management history Q2 2026 33.85K $897.05K 0.01% New
Nuveen, LLC history Q2 2026 33.16K $878.87K 0.00% New
Nalls Sherbakoff Group, LLC history Q2 2026 33.10K $877.04K 0.62% New
UMB Bank, n.a. history Q2 2026 32.92K $872.35K 0.01% New
Global Retirement Partners, LLC history Q2 2026 32.64K $864.89K 0.01% New
Smartleaf Asset Management LLC history Q2 2026 32.38K $861.40K 0.03% New
Citizens National Bank Trust Department history Q2 2026 32.34K $857.12K 0.13% New
Skyline Advisors, Inc. history Q2 2026 31.53K $835.50K 0.26% New
Friedenthal Financial history Q2 2026 31.53K $835.47K 0.39% New
&PARTNERS history Q2 2026 31.31K $829.75K 0.00% New
SUSQUEHANNA INTERNATIONAL GROUP, LLP history Q2 2026 31.30K $829.45K 0.00% New
ALPS ADVISORS INC history Q2 2026 31.07K $823.22K 0.00% New
Pacific Capital Wealth Advisors, Inc. history Q2 2026 31.06K $823.02K 0.12% New
GRANVILLE CAPITAL, INC. history Q2 2026 30.89K $818.56K 0.37% New
B. Riley Wealth Advisors, Inc. history Q2 2026 30.71K $816.88K 0.06% New
IFP Advisors, Inc history Q2 2026 30.67K $812.75K 0.01% New
FOUNDATIONS INVESTMENT ADVISORS, LLC history Q2 2026 30.54K $809.37K 0.01% New
FIRST MERCHANTS CORP history Q2 2026 30.43K $806.45K 0.05% New
Traub Capital Management LLC history Q2 2026 30.26K $801.92K 0.71% New
LongView Wealth Management history Q2 2026 30.20K $800.41K 0.20% New
CAPTRUST FINANCIAL ADVISORS history Q2 2026 30.09K $797.31K 0.00% New
Zhang Financial LLC history Q2 2026 29.68K $786.48K 0.02% New
Center For Asset Management LLC history Q2 2026 29.61K $784.82K 0.35% New
Capital Investment Advisory Services, LLC history Q2 2026 29.55K $783.06K 0.05% New
Arta Finance Wealth Management LLC history Q2 2026 29.78K $782.65K 0.34% New
American Financial Advisors, LLC history Q2 2026 29.53K $782.49K 0.09% New
Freestone Capital Holdings, LLC history Q2 2026 29.51K $782.07K 0.03% New
CHAPMAN FINANCIAL GROUP, LLC history Q2 2026 29.45K $780.42K 0.52% New
SouthState Bank Corp history Q2 2026 28.94K $767.00K 0.03% New
Asset Allocation Strategies LLC history Q2 2026 28.88K $765.26K 0.12% New
Essential Partners LLC history Q2 2026 28.86K $764.83K 0.35% New
PFG Investments, LLC history Q2 2026 28.64K $758.91K 0.03% New
Fairlight Advisors history Q2 2026 28.24K $748.38K 0.61% New
Opus Financial Solutions LLC history Q2 2026 28.24K $748.25K 0.60% New
ISLAY CAPITAL MANAGEMENT, LLC history Q2 2026 28.00K $742.00K 0.34% New
Prudent Man Advisors, LLC history Q2 2026 27.97K $741.36K 0.17% New
Arete Wealth Advisors, LLC history Q2 2026 27.76K $735.58K 0.02% New
VISTA CAPITAL PARTNERS, INC. history Q2 2026 26.61K $705.19K 0.06% New
Pinnacle Bancorp, Inc. history Q2 2026 26.26K $695.84K 0.18% New
Joseph P. Lucia & Associates, LLC history Q2 2026 25.97K $688.31K 0.21% New
Wealth Forward, LLC history Q2 2026 25.94K $687.30K 0.34% New
Anchor Investment Management, LLC history Q2 2026 25.93K $687.13K 0.05% New
Wealth Enhancement Trust Services, Inc. history Q3 2026 27.26K $684.97K 0.07% Add
Plum Street Advisors, LLC history Q2 2026 25.84K $684.63K 0.22% New
49 WEALTH MANAGEMENT, LLC history Q2 2026 25.68K $680.43K 0.13% New
ALONGSIDE, LLC history Q2 2026 25.68K $680.43K 0.13% New
Hayek Kallen Investment Management history Q2 2026 25.67K $680.00K 0.21% New
NATIONS FINANCIAL GROUP INC, /IA/ /ADV history Q2 2026 25.48K $675.09K 0.03% New
VIAWEALTH, LLC history Q2 2026 25.47K $675.04K 0.34% New
Rinkey Investments history Q2 2026 25.25K $669.18K 0.16% New
Fortis Capital Management LLC history Q2 2026 24.70K $654.64K 0.09% New
MYECFO, LLC history Q2 2026 24.67K $653.70K 0.25% New
Bragg Financial Advisors, Inc history Q2 2026 24.62K $652.46K 0.02% New
Envestnet Portfolio Solutions, Inc. history Q2 2026 24.56K $650.77K 0.00% New
Plancorp, LLC history Q2 2026 24.71K $647.02K 0.02% New
Gambit Capital Management, LLC history Q2 2026 24.04K $636.95K 0.45% New
IFG Advisory, LLC history Q2 2026 23.25K $616.27K 0.02% New
Cambridge Advisors Inc. history Q2 2026 23.24K $615.89K 0.11% New
Integrity Advisory Solutions, LLC history Q2 2026 23.14K $613.26K 0.06% New
DMC Group, LLC history Q2 2026 23.06K $611.14K 0.42% New
Prossimo Advisors, LLC history Q2 2026 23.00K $609.50K 3.52% New
COMPASS FINANCIAL MANAGEMENT LLC history Q2 2026 22.97K $608.61K 0.09% New
Lido Advisors, LLC history Q2 2026 22.94K $607.84K 0.00% New
Octavia Wealth Advisors, LLC history Q2 2026 22.93K $607.75K 0.05% New
JMN Financial LLC history Q2 2026 22.57K $598.24K 0.47% New
Quantinno Capital Management LP history Q2 2026 22.41K $593.91K 0.00% New
Laraway Financial Advisors Inc history Q2 2026 22.25K $589.49K 0.36% New
RESOLUTE CAPITAL, LLC history Q2 2026 21.72K $575.61K 0.20% New
Rockefeller Capital Management L.P. history Q2 2026 21.69K $574.80K 0.00% New
Krilogy Financial LLC history Q2 2026 21.44K $568.16K 0.02% New
WT Wealth Management history Q2 2026 21.38K $566.54K 0.16% New
Shearwater Capital LLC history Q2 2026 21.29K $564.18K 0.27% New
Brand Asset Management Group, Inc. history Q2 2026 21.10K $559.04K 0.12% New
Stewardship Advisors, LLC history Q2 2026 20.92K $554.41K 0.12% New
IQ EQ FUND MANAGEMENT (IRELAND) Ltd history Q2 2026 20.86K $552.92K 0.04% New
Covestor Ltd history Q2 2026 20.81K $552.00K 0.32% New
Ancora Advisors LLC history Q2 2026 20.78K $550.78K 0.01% New
Summit Trail Advisors, LLC history Q2 2026 20.77K $550.38K 0.01% New
Avidian Wealth Enterprises, LLC history Q3 2026 21.88K $549.88K 0.02% Add
Gradient Capital Advisors, LLC history Q2 2026 20.73K $549.27K 0.13% New
Ares Financial Consulting, LLC history Q2 2026 20.65K $547.33K 0.39% New
Corient Private Wealth LP history Q2 2026 20.46K $542.13K 0.00% New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma history Q2 2026 20.33K $538.74K 0.01% New
Graetz Wealth LLC history Q2 2026 19.96K $529.03K 0.42% New
Visionary Wealth Advisors history Q2 2026 19.80K $524.57K 0.02% New
Cassady Wealth & Retirement Planning, LLC history Q2 2026 19.71K $522.26K 0.24% New
HOWARD BAILEY SECURITIES, LLC history Q2 2026 19.50K $516.70K 0.19% New
Coastwise Capital Group, LLC history Q2 2026 19.49K $516.42K 0.30% New
Moors & Cabot, Inc. history Q2 2026 19.38K $513.62K 0.02% New
HSBC HOLDINGS PLC history Q2 2026 19.26K $510.31K 0.00% New
Mason & Associates Inc history Q2 2026 19.24K $509.89K 0.08% New
Key Capital Management, INC history Q2 2026 19.12K $506.71K 0.26% New
PARK AVENUE SECURITIES LLC history Q2 2026 19.06K $505.00K 0.00% New
Boomfish Wealth Group, LLC history Q2 2026 18.83K $498.89K 0.23% New
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. history Q2 2026 18.72K $496.17K 0.03% New
FIDUCIARY TRUST CO history Q2 2026 18.72K $496.16K 0.01% New
MCDONALD PARTNERS LLC history Q2 2026 18.68K $494.91K 0.12% New
Kroeger Financial Partners history Q2 2026 18.55K $491.68K 0.47% New
Yoder Wealth Management, Inc. history Q2 2026 18.40K $487.60K 0.19% New
BRIGHTON JONES LLC history Q2 2026 18.28K $484.48K 0.01% New
WealthPlan Investment Management, LLC history Q2 2026 18.27K $484.24K 0.02% New
World Investment Advisors history Q2 2026 18.22K $484.00K 0.01% New
Oder Investment Management, LLC history Q2 2026 17.97K $476.15K 0.32% New
Concurrent Investment Advisors, LLC history Q2 2026 17.94K $475.34K 0.01% New
LifeWealth Investments, LLC history Q2 2026 17.89K $474.05K 0.13% New
BARRETT & COMPANY, INC. history Q2 2026 17.88K $473.87K 0.13% New
Latitude Advisors, LLC history Q2 2026 17.81K $472.04K 0.19% New
WEALTHGARDEN F.S. LLC history Q2 2026 17.66K $467.89K 0.27% New
COLDSTREAM CAPITAL MANAGEMENT INC history Q2 2026 17.55K $464.97K 0.01% New
Farrell Financial LLC history Q2 2026 17.33K $459.18K 0.25% New
Lynx Investment Advisory history Q2 2026 17.29K $458.13K 0.15% New
Sigma Planning Corp history Q2 2026 17.26K $457.35K 0.01% New
Fi3 FINANCIAL ADVISORS, LLC history Q2 2026 13.07K $455.11K 0.11% New
Walkner Condon Financial Advisors LLC history Q2 2026 17.02K $450.89K 0.05% New
TD PRIVATE CLIENT WEALTH LLC history Q2 2026 17.00K $450.38K 0.01% New
Aspetuck Financial Management LLC history Q2 2026 16.85K $446.52K 0.26% New
Maloon Powers Pitre Higgins & Dennehy, LLC history Q2 2026 16.53K $438.05K 0.15% New
IHT Wealth Management, LLC history Q2 2026 16.31K $432.30K 0.01% New
Allworth Financial LP history Q2 2026 16.01K $424.28K 0.00% New
Integrated Advisors Network LLC history Q2 2026 16.01K $424.18K 0.02% New
Rakuten Investment Management, Inc. history Q2 2026 15.85K $421.69K 0.00% New
Guardian Financial Partners, LLC history Q2 2026 15.88K $420.84K 0.16% New
Gateway Wealth Partners, LLC history Q2 2026 15.85K $420.05K 0.03% New
Liberty Capital Management, Inc. history Q2 2026 15.75K $417.43K 0.07% New
SHP Wealth Management history Q2 2026 15.72K $416.62K 0.03% New
North Forty Two & Co. history Q2 2026 15.58K $412.92K 0.35% New
HB Wealth Management, LLC history Q2 2026 15.38K $407.44K 0.00% New
Kondo Wealth Advisors, Inc. history Q2 2026 15.36K $406.96K 0.14% New
Affinity Capital Advisors, LLC history Q2 2026 15.35K $403.57K 0.05% New
RED REEF ADVISORS LLC history Q2 2026 15.20K $402.67K 0.37% New
Downshift Financial, LLC history Q2 2026 15.17K $402.11K 0.18% New
CoreCap Advisors, LLC history Q3 2026 16.00K $401.98K 0.01% Add
Geometric Wealth Advisors history Q2 2026 15.04K $398.59K 0.04% New
KWMG, LLC history Q3 2026 15.40K $387.10K 0.03% Hold
COMPASS CAPITAL CORP /MA/ /ADV history Q2 2026 14.91K $386.66K 0.13% New
Montgomery Financial Services LLC history Q2 2026 14.48K $383.60K 0.33% New
Waterloo Capital, L.P. history Q2 2026 14.47K $383.51K 0.02% New
PETRA FINANCIAL ADVISORS INC history Q2 2026 14.27K $378.08K 0.17% New
SURIENCE PRIVATE WEALTH LLC history Q2 2026 14.26K $377.92K 0.33% New
NorthCrest Asset Manangement, LLC history Q2 2026 14.17K $371.76K 0.01% New
LifeGoal Investments, LLC history Q2 2026 13.93K $369.05K 0.17% New
Inlight Wealth Management, LLC history Q2 2026 13.78K $365.17K 0.12% New
INTEGRITY ALLIANCE, LLC. history Q2 2026 13.60K $360.51K 0.01% New
NBT BANK, N.A. history Q2 2026 13.56K $359.24K 0.02% New
ENTREWEALTH, LLC history Q2 2026 13.48K $349.21K 0.13% New
FLAGSHIP HARBOR ADVISORS, LLC history Q2 2026 13.10K $347.03K 0.01% New
Ameritas Advisory Services, LLC history Q2 2026 13.01K $344.67K 0.01% New
BENJAMIN EDWARDS INC history Q2 2026 12.99K $344.21K 0.00% New
AIRE ADVISORS, LLC history Q2 2026 12.96K $343.44K 0.06% New
WJ Financial Advisors LLC history Q2 2026 12.91K $342.25K 0.26% New
CURIO WEALTH, LLC history Q2 2026 12.88K $341.23K 0.11% New
Stash Investments, LLC history Q2 2026 12.83K $339.97K 0.11% New
IVC Wealth Advisors LLC history Q2 2026 12.72K $337.08K 0.13% New
Blume Capital Management, Inc. history Q2 2026 12.50K $331.25K 0.05% New
Hippocratic Financial Advisors, LLC history Q2 2026 12.38K $327.96K 0.12% New
Hexagon Capital Partners LLC history Q2 2026 12.33K $326.67K 0.05% New
SRH ADVISORS, LLC history Q2 2026 12.30K $325.95K 0.08% New
BROWN ADVISORY INC history Q2 2026 12.20K $323.26K 0.00% New
Avant Financial Advisors LLC history Q2 2026 12.12K $321.26K 0.20% New
Murphy & Mullick Capital Management Corp history Q2 2026 12.08K $320.12K 0.20% New
Tempus Wealth Planning, LLC history Q2 2026 12.08K $320.01K 0.06% New
Ascent Group, LLC history Q2 2026 12.06K $319.49K 0.01% New
Global Assets Advisory, LLC history Q2 2026 12.13K $318.84K 0.07% New
Schiavi & Co LLC history Q2 2026 12.02K $318.40K 0.08% New
GREENLEAF TRUST history Q2 2026 12.00K $318.00K 0.00% New
Asset One Wealth Management LLC history Q2 2026 12.03K $315.33K 0.03% New
Rothschild Wealth LLC history Q2 2026 11.85K $314.14K 0.03% New
Apollon Wealth Management, LLC history Q2 2026 11.82K $313.16K 0.00% New
CANANDAIGUA NATIONAL BANK & TRUST CO history Q3 2026 12.34K $310.20K 0.03% Hold
International Private Wealth Advisors LLC history Q2 2026 11.70K $310.08K 0.16% New
CWC Advisors, LLC. history Q2 2026 11.59K $307.13K 0.14% New
COUNTRY TRUST BANK history Q2 2026 11.56K $306.31K 0.01% New
Strategic Blueprint, LLC history Q2 2026 11.55K $305.99K 0.01% New
NATIXIS ADVISORS, LLC history Q2 2026 11.53K $305.00K 0.00% New
Rossby Financial, LCC history Q2 2026 11.40K $302.13K 0.06% New
RWA WEALTH PARTNERS, LLC history Q2 2026 11.36K $300.96K 0.00% New
Kesler, Norman & Wride, LLC history Q2 2026 11.35K $300.77K 0.05% New
Verdence Capital Advisors LLC history Q2 2026 11.28K $298.90K 0.02% New
Compound Planning, Inc. history Q2 2026 11.22K $297.30K 0.01% New
Facet Wealth, Inc. history Q2 2026 11.21K $297.14K 0.00% New
WFA of San Diego, LLC history Q2 2026 11.40K $296.05K 0.24% New
Carter Financial Group, INC. history Q2 2026 11.10K $294.20K 0.15% New
Maridea Wealth Management LLC history Q2 2026 10.92K $289.38K 0.03% New
Mason Investment Advisory Services, Inc. history Q2 2026 10.87K $288.06K 0.01% New
Opal Wealth Advisors, LLC history Q2 2026 10.83K $286.94K 0.06% New
Inman Jager Wealth Management, LLC history Q2 2026 10.81K $286.39K 0.15% New
Brewster Financial Planning LLC history Q2 2026 10.49K $278.04K 0.15% New
Spire Wealth Management history Q2 2026 10.46K $277.20K 0.01% New
Evolution Advisers, Inc. history Q2 2026 10.47K $277.00K 0.10% New
MONETA GROUP INVESTMENT ADVISORS LLC history Q2 2026 10.40K $275.73K 0.00% New
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC history Q2 2026 10.38K $275.14K 0.04% New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors history Q2 2026 10.31K $273.11K 0.03% New
ELEVATION POINT WEALTH PARTNERS, LLC history Q2 2026 10.23K $271.08K 0.01% New
Compass Ion Advisors, LLC history Q2 2026 10.23K $271.00K 0.02% New
Fisher Asset Management, LLC history Q2 2026 10.22K $270.90K 0.00% New
Hardin Capital Partners, LLC history Q2 2026 10.20K $270.63K 0.13% New
Janney Montgomery Scott LLC history Q2 2026 10.18K $270.00K 0.00% New
Parkside Financial Bank & Trust history Q2 2026 10.15K $268.88K 0.02% New
VPR Management LLC history Q2 2026 10.00K $265.00K 0.11% New
Sensible Money, LLC history Q2 2026 9.90K $262.27K 0.07% New
Capital Investment Advisors, LLC history Q2 2026 9.89K $262.03K 0.00% New
MGO ONE SEVEN LLC history Q2 2026 9.87K $261.57K 0.00% New
Leonard Rickey Investment Advisors P.L.L.C. history Q2 2026 9.84K $260.76K 0.04% New
Powell Investment Advisors, LLC history Q2 2026 9.82K $260.15K 0.08% New
CreativeOne Wealth, LLC history Q2 2026 9.74K $258.18K 0.01% New
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV history Q2 2026 9.71K $257.21K 0.06% New
Asset Dedication, LLC history Q2 2026 9.58K $253.98K 0.02% New
Apella Capital, LLC history Q3 2026 10.10K $253.70K 0.00% Reduce
LEAVELL INVESTMENT MANAGEMENT, INC. history Q2 2026 9.52K $252.33K 0.01% New
Independent Wealth Network Inc. history Q2 2026 9.49K $251.42K 0.07% New
CENTAURUS FINANCIAL, INC. history Q2 2026 9.42K $250.00K 0.01% New
INSIGNEO ADVISORY SERVICES, LLC history Q2 2026 9.39K $248.73K 0.01% New
Alhambra Investment Management LLC history Q2 2026 9.28K $245.97K 0.11% New
Lifeworks Advisors, LLC history Q2 2026 9.27K $245.65K 0.03% New
BANK OF MONTREAL /CAN/ history Q2 2026 9.27K $245.52K 0.00% New
Sound Stewardship, LLC history Q2 2026 9.24K $244.98K 0.10% New
Koshinski Asset Management, Inc. history Q2 2026 9.20K $243.85K 0.01% New
PW Nova Financial Services LLC history Q2 2026 9.13K $241.97K 0.05% New
Fruth Investment Management history Q2 2026 9.00K $238.00K 0.06% New
HRT FINANCIAL LP history Q2 2026 8.93K $236.00K 0.00% New
CALTON & ASSOCIATES, INC. history Q2 2026 8.85K $234.52K 0.03% New
JOHNSON INVESTMENT COUNSEL INC history Q2 2026 8.71K $230.78K 0.00% New
Trust Point Inc. history Q2 2026 8.65K $229.25K 0.02% New
GUARDIAN WEALTH ADVISORS, LLC / NC history Q2 2026 8.64K $228.96K 0.01% New
UNITED CAPITAL FINANCIAL ADVISORS, LLC history Q2 2026 8.62K $228.57K 0.00% New
AlphaCore Capital LLC history Q2 2026 8.60K $228.00K 0.00% New
Trademark Financial Management, LLC history Q2 2026 8.53K $226.07K 0.09% New
Global Wealth Management Investment Advisory, Inc. history Q2 2026 8.51K $225.38K 0.03% New
93 Financial Group, LLC history Q2 2026 8.39K $222.33K 0.09% New
Mayflower Financial Advisors, LLC history Q2 2026 8.36K $221.46K 0.02% New
Goodwin Investment Advisory history Q2 2026 8.34K $221.01K 0.45% New
GeoWealth Management, LLC history Q2 2026 8.32K $220.59K 0.01% New
Greenfield Seitz Capital Management, LLC history Q2 2026 8.30K $220.00K 0.07% New
Brooklyn FI, LLC history Q2 2026 8.39K $219.26K 0.04% New
Wedmont Private Capital history Q2 2026 8.35K $219.05K 0.01% New
TILIA FIDUCIARY PARTNERS, INC. history Q2 2026 8.21K $217.65K 0.10% New
BLUEDOOR PRIVATE WEALTH, LLC history Q2 2026 8.20K $217.30K 0.10% New
Strategic Investment Advisors / MI history Q2 2026 8.14K $215.60K 0.01% New
PFG Advisors history Q2 2026 8.12K $215.13K 0.01% New
Sowell Financial Services LLC history Q2 2026 8.09K $214.48K 0.01% New
Claro Advisors Inc. history Q2 2026 8.04K $213.06K 0.02% New
Atlas Wealth Partners, LLC history Q2 2026 7.95K $210.68K 0.23% New
Berger Financial Group, Inc history Q2 2026 7.94K $210.52K 0.01% New
WEALTH MANAGEMENT RESOURCES, INC. history Q2 2026 7.89K $209.20K 0.07% New
Jacobs Equity LLC history Q2 2026 7.80K $206.70K 0.14% New
Aspire Capital Advisors LLC history Q2 2026 7.80K $206.63K 0.04% New
MONECO ADVISORS, LLC history Q2 2026 7.71K $204.31K 0.01% New
RCS Financial Planning, LLC history Q2 2026 7.60K $201.43K 0.10% New
RITHOLTZ WEALTH MANAGEMENT history Q2 2026 7.57K $200.54K 0.00% New
Larson Financial Group LLC history Q2 2026 7.39K $195.81K 0.01% New
RICHARDSON FINANCIAL SERVICES INC. history Q2 2026 7.10K $188.28K 0.11% New
BALLAST ADVISORS LLC history Q2 2026 6.98K $184.86K 0.04% New
Marshall & Sterling Wealth Advisors Inc. history Q2 2026 6.90K $182.94K 0.11% New
HAZLETT, BURT & WATSON, INC. history Q2 2026 6.54K $173.00K 0.05% New
Cornerstone Planning Group LLC history Q2 2026 6.38K $166.68K 0.02% New
IMA Advisory Services, Inc. history Q2 2026 6.16K $163.16K 0.01% New
AdvisorNet Financial, Inc history Q2 2026 6.15K $163.02K 0.01% New
WPG Advisers, LLC history Q2 2026 5.72K $151.55K 0.09% New
Golden State Wealth Management, LLC history Q2 2026 5.65K $149.68K 0.01% New
AlphaCentric Advisors LLC history Q2 2026 5.16K $136.66K 0.12% New
Raleigh Capital Management Inc. history Q2 2026 4.94K $130.91K 0.04% New
CHESAPEAKE ASSET MANAGEMENT LLC history Q2 2026 4.80K $127.09K 0.10% New
CITY HOLDING CO history Q2 2026 4.60K $121.90K 0.01% New
BARTLETT & CO. WEALTH MANAGEMENT LLC history Q2 2026 4.36K $115.65K 0.00% New
BLAIR WILLIAM & CO/IL history Q2 2026 4.26K $112.84K 0.00% New
PRIVATE TRUST CO NA history Q2 2026 4.21K $111.64K 0.01% New
Concord Wealth Partners history Q2 2026 4.14K $109.79K 0.01% New
Fairscale Capital, LLC history Q2 2026 4.00K $106.00K 0.06% New
Bogart Wealth, LLC history Q2 2026 3.94K $104.28K 0.00% New
BESSEMER GROUP INC history Q2 2026 3.91K $104.00K 0.00% New
Paladin Advisory Group, LLC history Q2 2026 3.83K $101.36K 0.07% New
ATLAS CAPITAL ADVISORS INC. history Q2 2026 3.81K $101.33K 0.01% New
FIRST HORIZON CORP history Q2 2026 3.77K $99.80K 0.00% New
Parallel Advisors, LLC history Q2 2026 3.76K $99.56K 0.00% New
Continuum Advisory, LLC history Q2 2026 3.65K $96.73K 0.01% New
BIRCHBROOK, INC. history Q2 2026 3.63K $96.25K 0.04% New
Silver Grove Financial Group, Inc. history Q2 2026 3.58K $94.76K 0.05% New
MCF Advisors LLC history Q2 2026 3.42K $90.76K 0.00% New
Physician Wealth Advisors, Inc. history Q2 2026 3.42K $90.63K 0.01% New
Caitlin John, LLC history Q2 2026 3.33K $88.25K 0.05% New
HOWE & RUSLING INC history Q2 2026 2.97K $78.81K 0.01% New
Godfrey Financial Associates, Inc. history Q2 2026 2.87K $76.08K 0.06% New
Ellevest, Inc. history Q2 2026 40.12K $75.33K 0.01% New
Geneos Wealth Management Inc. history Q2 2026 2.77K $73.48K 0.00% New
Cordant, Inc. history Q2 2026 2.73K $72.40K 0.03% New
Rialto Wealth Management, LLC history Q2 2026 2.72K $72.00K 0.01% New
Private Wealth Asset Management, LLC history Q2 2026 2.70K $71.48K 0.01% New
Pacifica Partners Inc. history Q2 2026 2.67K $70.06K 0.02% New
WHITTIER TRUST CO history Q2 2026 2.57K $67.64K 0.00% New
Glen Eagle Advisors, LLC history Q2 2026 2.41K $63.79K 0.01% New
Front Row Advisors LLC history Q2 2026 2.40K $62.21K 0.02% New
Quest 10 Wealth Builders, Inc. history Q2 2026 2.22K $58.75K 0.05% New
ASHTON THOMAS SECURITIES, LLC history Q2 2026 2.21K $58.62K 0.01% New
Blue Trust, Inc. history Q2 2026 2.21K $58.43K 0.00% New
TRUST CO OF TOLEDO NA /OH/ history Q2 2026 2.20K $58.30K 0.01% New
Cape Investment Advisory, Inc. history Q2 2026 2.11K $55.92K 0.01% New
FOSTER DYKEMA CABOT & PARTNERS, LLC history Q2 2026 2.07K $54.91K 0.00% New
Lloyd Advisory Services, LLC. history Q2 2026 2.04K $54.16K 0.02% New
Human Investing LLC history Q2 2026 1.96K $52.17K 0.01% New
Oakmont Advisory Group, LLC history Q2 2026 1.96K $52.03K 0.04% New
Pflug Koory, LLC history Q2 2026 1.96K $51.94K 0.02% New
Principia Wealth Advisory, LLC history Q2 2026 1.95K $51.68K 0.03% New
Kilter Group LLC history Q2 2026 1.94K $51.38K 0.02% New
Seneschal Advisors, LLC history Q2 2026 1.90K $50.46K 0.04% New
MidFirst Bank history Q2 2026 1.90K $50.35K 0.00% New
LGT Financial Advisors LLC history Q2 2026 1.89K $50.01K 0.26% New
Bank of New Hampshire history Q3 2026 1.90K $47.80K 0.01% Hold
Investors Research Corp history Q3 2026 1.82K $45.64K 0.01% Hold
CX Institutional history Q3 2026 1.75K $44.00K 0.00% New
Synergy Investment Management, LLC history Q2 2026 1.61K $42.29K 0.01% New
MTM Investment Management, LLC history Q2 2026 1.57K $41.58K 0.01% New
TOP Private Wealth LLC. history Q2 2026 1.45K $38.35K 0.04% New
VANGUARD ADVISERS INC history Q2 2026 1.40K $37.07K 0.00% New
Burk Holdings LLC history Q2 2026 1.35K $35.70K 0.01% New
Founders Financial Alliance, LLC history Q2 2026 1.34K $35.43K 0.01% New
Bravera Wealth history Q2 2026 1.26K $33.44K 0.01% New
LANARK FINANCIAL, INC. history Q2 2026 1.23K $32.54K 0.00% New
SALEM INVESTMENT COUNSELORS INC history Q2 2026 1.21K $32.17K 0.00% New
Independence Bank of Kentucky history Q2 2026 1.20K $31.80K 0.00% New
Strategic Wealth Partners, Ltd. history Q2 2026 1.20K $31.75K 0.00% New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC history Q2 2026 1.16K $30.71K 0.00% New
Glass Jacobson Investment Advisors llc history Q2 2026 1.13K $29.95K 0.01% New
DELTA ASSET MANAGEMENT LLC/TN history Q2 2026 1.11K $29.30K 0.00% New
Smithfield Trust Co history Q2 2026 1.10K $29.00K 0.00% New
Franklin Resources history Q2 2026 1.05K $27.77K 0.00% Reduce
BLUELINE ADVISORS LLC history Q2 2026 1.02K $26.98K 0.02% New
Archer Investment Corp history Q2 2026 975 $25.84K 0.01% New
Institute for Wealth Management, LLC. history Q2 2026 943 $24.99K 0.00% New
Addison Advisors LLC history Q2 2026 939 $24.88K 0.01% New
FIRST COMMUNITY TRUST NA history Q3 2026 982 $24.68K 0.01% Hold
Polaris Financial Partners history Q3 2026 866 $22.00K 0.01% New
Sage Mountain Advisors LLC history Q2 2026 686 $18.18K 0.00% New
Cassaday & Co Wealth Management LLC history Q2 2026 685 $18.15K 0.00% New
Atlantic Union Bankshares Corp history Q2 2026 668 $17.70K 0.00% New
SITTNER & NELSON, LLC history Q2 2026 612 $16.22K 0.01% New
Ascentis Independent Advisors history Q2 2026 591 $15.66K 0.04% New
HARBOR INVESTMENT ADVISORY, LLC history Q2 2026 568 $15.05K 0.00% New
Hamilton Point Investment Advisors, LLC history Q2 2026 565 $14.97K 0.00% New
Regatta Research & Money Management history Q2 2026 555 $14.71K 0.01% New
PINNEY & SCOFIELD, INC. history Q2 2026 521 $13.81K 0.01% New
Richard W. Paul & Associates, LLC history Q2 2026 514 $13.62K 0.00% New
ROGCO, LP history Q2 2026 496 $13.14K 0.00% New
S&T BANK/PA history Q2 2026 490 $12.98K 0.00% New
PlanVest Financial, Inc history Q2 2026 486 $12.89K 0.01% New
SECURITY NATIONAL BANK OF SO DAK history Q2 2026 464 $12.30K 0.01% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history Q2 2026 468 $12.28K 0.00% New
North Star Investment Management Corp. history Q2 2026 437 $11.58K 0.00% New
AMERIFLEX GROUP, INC. history Q2 2026 402 $10.65K 0.00% New
HOEY INVESTMENTS, INC history Q2 2026 384 $10.18K 0.00% New
PFS Partners, LLC history Q2 2026 384 $10.18K 0.00% New
Tower Research Capital LLC (TRC) history Q2 2026 377 $9.99K 0.00% New
TD Waterhouse Canada Inc. history Q2 2026 380 $9.97K 0.00% New
Tradewinds Capital Management, LLC history Q2 2026 376 $9.96K 0.00% New
Olistico Wealth, LLC history Q3 2026 392 $9.85K 0.00% Reduce
Key FInancial Inc history Q2 2026 368 $9.76K 0.00% New
Copia Wealth Management history Q2 2026 367 $9.73K 0.01% New
BURKETT FINANCIAL SERVICES, LLC history Q3 2026 382 $9.62K 0.00% Add
TOTH FINANCIAL ADVISORY CORP history Q3 2026 376 $9.45K 0.00% Hold
BlackRock Inc history Q2 2026 352 $9.33K 0.00% New
Pinnacle Holdings, LLC history Q2 2026 308 $8.16K 0.00% New
HANTZ FINANCIAL SERVICES, INC. history Q2 2026 301 $8.00K 0.00% New
Harborfront Financial Group LLC history Q2 2026 287 $7.61K 0.03% New
EVOLUTION WEALTH MANAGEMENT INC. history Q2 2026 283 $7.50K 0.00% New
TOMPKINS FINANCIAL CORP history Q3 2026 286 $7.19K 0.00% Hold
Ameritas Investment Partners, Inc. history Q2 2026 239 $6.34K 0.00% New
LifeSteps Financial, Inc. history Q2 2026 224 $5.94K 0.00% New
Topsail Wealth Management, LLC history Q2 2026 224 $5.94K 0.00% New
REAP Financial Group, LLC history Q2 2026 223 $5.91K 0.00% New
Clearstead Advisors, LLC history Q2 2026 220 $5.83K 0.00% New
Strive Financial Group ,LLC history Q2 2026 220 $5.83K 0.00% New
FINANCIAL CONSULATE, INC history Q2 2026 217 $5.75K 0.00% New
FIDUCIARY FINANCIAL ADVISORS history Q2 2026 217 $5.75K 0.00% New
CARDIFF PARK ADVISORS, LLC history Q2 2026 216 $5.72K 0.00% New
Wagner Wealth Management, LLC history Q2 2026 194 $5.14K 0.00% New
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC history Q2 2026 182 $4.82K 0.00% New
Paladin Partners, LLC history Q3 2026 186 $4.67K 0.00% Hold
HM PAYSON & CO history Q2 2026 176 $4.66K 0.00% New
N.E.W. Advisory Services LLC history Q2 2026 169 $4.48K 0.00% New
CDKV HOLDINGS LLC history Q2 2026 162 $4.29K 0.00% New
Timbuktu Capital Management, LLC history Q2 2026 150 $3.98K 0.01% New
Abound Wealth Management history Q2 2026 145 $3.84K 0.00% New
KERR FINANCIAL PLANNING Corp history Q2 2026 144 $3.81K 0.00% New
Buck Wealth Strategies, LLC history Q2 2026 143 $3.78K 0.00% New
HUNTINGTON NATIONAL BANK history Q2 2026 142 $3.76K 0.00% New
BNP PARIBAS FINANCIAL MARKETS history Q2 2026 138 $3.66K 0.00% New
Networth Advisors, LLC history Q2 2026 135 $3.58K 0.00% New
BROWN, LISLE/CUMMINGS, INC. history Q2 2026 132 $3.50K 0.00% New
SIGNATUREFD, LLC history Q2 2026 123 $3.26K 0.00% New
PITTENGER & ANDERSON INC history Q2 2026 121 $3.21K 0.00% New
Winthrop Capital Management, LLC history Q2 2026 132 $3.00K 0.00% New
Graney & King, LLC history Q2 2026 102 $2.70K 0.00% New
ANGELES WEALTH MANAGEMENT, LLC history Q2 2026 92 $2.44K 0.00% New
Financial Network Wealth Advisors LLC history Q2 2026 92 $2.44K 0.00% New
Solstein Capital, LLC history Q2 2026 79 $2.09K 0.00% New
Meramec Financial Planners, LLC history Q2 2026 80 $2.08K 0.00% New
Medallion Wealth Advisors, LLC history Q2 2026 76 $2.01K 0.00% New
Signature Resources Capital Management, LLC history Q2 2026 69 $1.83K 0.00% New
WOLFF WIESE MAGANA LLC history Q2 2026 68 $1.80K 0.00% New
GILL CAPITAL PARTNERS, LLC history Q2 2026 67 $1.78K 0.00% New
TOUNJIAN ADVISORY PARTNERS, LLC history Q2 2026 47 $1.24K 0.00% New
True Wealth Design, LLC history Q2 2026 42 $1.11K 0.00% New
MATHER GROUP, LLC. history Q2 2026 39 $1.03K 0.00% New
HighMark Wealth Management LLC history Q2 2026 38 $1.02K 0.00% New
Avion Wealth history Q2 2026 68 $1.00K 0.00% New
Financial Management Professionals, Inc. history Q2 2026 24 $636 0.00% New
SYM FINANCIAL Corp history Q2 2026 19 $504 0.00% New
DHJJ Financial Advisors, Ltd. history Q2 2026 18 $485 0.00% New
Triumph Capital Management history Q2 2026 18 $477 0.00% New
LOGAN CAPITAL MANAGEMENT INC history Q2 2026 16 $424 0.00% New
First Pacific Financial history Q2 2026 14 $379 0.00% New
MCGUIRE CAPITAL ADVISORS INC history Q2 2026 12 $318 0.00% New
Mosley Wealth Management history Q2 2026 12 $318 0.00% New
Talon Private Wealth, LLC history Q2 2026 8 $207 0.00% New
SOA Wealth Advisors, LLC. history Q2 2026 7 $186 0.00% New
Basepoint Wealth LLC history Q2 2026 6 $160 0.00% New
TRUST CO OF VERMONT history Q2 2026 6 $159 0.00% New
Central Pacific Bank - Trust Division history Q2 2026 4 $106 0.00% New
SOUTHERN MICHIGAN BANK & TRUST history Q2 2026 4 $106 0.00% New
WHITTIER TRUST CO OF NEVADA INC history Q2 2026 4 $105 0.00% New
Lodestone Wealth Management LLC history Q2 2026 3 $80 0.00% New
Bear Mountain Capital, Inc. history Q2 2026 3 $79 0.00% New
Dunhill Financial, LLC history Q2 2026 2 $53 0.00% New
Capital Advisor Network LLC history Q2 2026 1 $27 0.00% New
OXFORD FINANCIAL GROUP, LTD. LLC history Q2 2026 1 $27 0.00% New
Morling Financial Advisors, LLC history Q2 2026 1 $23 0.00% New

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