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AGG — ISHARES CORE U.S. AGGREGATE BOND ETF

Reported value held$120.66B
Funds holding (latest)2115
Sector—
Funds holding (Q3 2026)80
Institutional value$1.36B · 14.33M sh
New / Add / Cut / Exit6 / 33 / 23 / 2029
Top-5 / Top-10 concentration73.0% / 83.4%
Institutional holdings change Reducing -98.8% (-1.20B sh)
Institutional value change Down -98.9%

As of Q3 2026, 80 SEC-registered investment managers reported holding AGG (ISHARES CORE U.S. AGGREGATE BOND ETF) in their latest 13F filings, with a combined reported value of $1.36B across 14.33M shares. That is -98.8% by share count (-1.20B shares) versus the previous quarter, while reported value moved -98.9%. Ownership is concentrated: the five largest holders account for 73.0% of reported value and the top ten for 83.4%.

Compared with the prior quarter, 6 opened new positions, 33 added to existing stakes, 23 trimmed, 2029 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q3 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q3 2026 — 80 funds

FundSharesValuePortfolio WeightChange
SigFig Wealth Management, LLC history 4.70M $443.89M 11.08% Add
Stairway Partners, LLC history 2.90M $274.52M 12.97% Add
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC history 1.79M $169.51M 2.06% Add
Gridiron Partners, LLC history 542.02K $51.24M 25.69% Add
GoalFusion Wealth Management, LLC history 530.53K $50.16M 20.06% Reduce
Farther Finance Advisors, LLC history 357.01K $33.75M 0.26% Add
Heartwood Wealth Advisors LLC history 313.15K $29.61M 2.34% Add
COLTON GROOME FINANCIAL ADVISORS, LLC history 280.86K $26.55M 6.22% Add
GP Brinson Investments LLC history 280.65K $26.53M 11.33% Hold
Matrix Trust Co history 259.23K $24.51M 3.56% Add
Galvin, Gaustad & Stein, LLC history 249.47K $23.58M 1.78% Reduce
Legacy Private Trust Co. history 207.81K $19.65M 1.16% Reduce
FC Advisory LLC history 162.37K $15.35M 4.02% Add
Montecito Bank & Trust history 152.16K $14.38M 2.18% Add
Strategic Financial Group, LLC history 151.79K $14.35M 13.90% Reduce
JUNCTURE WEALTH STRATEGIES, LLC history 113.07K $10.69M 2.74% Add
ACIMA PRIVATE WEALTH, LLC history 103.60K $9.79M 2.84% Hold
Frisco Financial Planning LLC history 96.67K $9.14M 7.11% Add
Coastline Trust Co history 91.64K $8.66M 0.81% Reduce
PRIVATE CLIENT SERVICES, LLC history 81.54K $7.71M 2.07% Add
Tactive Advisors, LLC history 72.12K $6.82M 1.64% Add
Grove Bank & Trust history 69.76K $6.60M 0.66% Add
CX Institutional history 58.82K $5.56M 0.15% Reduce
Apella Capital, LLC history 56.95K $5.37M 0.07% Add
Wealth Enhancement Trust Services, Inc. history 53.25K $5.03M 0.54% Add
Valeo Financial Advisors, LLC history 52.52K $4.96M 0.14% Reduce
EPIQ PARTNERS, LLC history 50.75K $4.80M 2.07% Reduce
ELEVATION WEALTH PARTNERS, LLC history 44.90K $4.25M 1.19% Add
Paladin Partners, LLC history 44.71K $4.23M 2.60% Hold
KFA Private Wealth Group, LLC history 35.82K $3.39M 0.80% Reduce
AMERICAN NATIONAL BANK & TRUST history 32.59K $3.08M 0.28% Add
Exchange Bank history 29.74K $2.81M 1.74% Reduce
Hickory Point Bank & Trust history 29.18K $2.76M 1.66% Reduce
Retirement Wealth Solutions LLC history 28.04K $2.65M 1.40% Add
Aletheian Wealth Advisors LLC history 27.69K $2.62M 1.05% Add
Venture Visionary Partners LLC history 23.60K $2.23M 0.08% Add
FSA Investment Group, LLC history 22.08K $2.09M 0.67% Add
Pathway Financial Advisors LLC history 21.24K $2.01M 0.22% Add
Worth Asset Management, LLC history 20.86K $1.97M 0.57% Add
Iowa State Bank history 17.30K $1.64M 0.28% Hold
MassMutual Private Wealth & Trust, FSB history 14.78K $1.40M 0.04% Reduce
Horizons Wealth Management history 13.89K $1.31M 0.83% New
City Center Advisors, LLC history 13.05K $1.23M 0.94% Add
TITLEIST ASSET MANAGEMENT, LLC history 12.83K $1.21M 0.08% Add
CoreCap Advisors, LLC history 11.77K $1.11M 0.03% Hold
Invariant Investment Management history 8.96K $844.39K 0.49% Reduce
Veracity Capital LLC history 8.17K $772.32K 0.21% Hold
Echo45 Advisors LLC history 8.02K $758.21K 0.35% Add
Cooper Financial Group history 7.92K $749.27K 0.06% Add
Factor Wealth Management LTD history 7.40K $699.33K 0.11% Reduce
Gladwyn Financial Advisors, Inc. history 6.74K $637.39K 0.41% Reduce
Central Pacific Bank - Trust Division history 6.26K $591.54K 0.06% Hold
First Financial Bank - Trust Division history 5.54K $523.56K 0.04% Add
Gradient Investments LLC history 5.06K $478.70K 0.01% Add
Weaver Consulting Group history 4.61K $435.81K 0.09% Hold
Vann Equity Management LLC history 4.01K $379.05K 0.23% New
Adelphi Trust Co history 3.76K $355.19K 0.23% New
Everhart Financial Group, Inc. history 3.55K $335.24K 0.02% Hold
Apeiron RIA LLC history 3.33K $314.37K 0.07% Reduce
GAMMA Investing LLC history 3.03K $286.64K 0.01% Reduce
SAPIENT CAPITAL LLC history 2.95K $279.08K 0.00% New
First Heartland Consultants, Inc. history 2.78K $262.99K 0.02% Reduce
Cassilly Financial Group LLC history 2.31K $218.48K 0.15% Hold
Rosenberg Matthew Hamilton history 2.30K $217.54K 0.04% Add
Crumly & Associates Inc. history 2.15K $203.26K 0.04% New
Allen Mooney & Barnes Investment Advisors LLC history 2.13K $201.66K 0.03% Reduce
Bank of New Hampshire history 1.62K $153.63K 0.03% Hold
Avidian Wealth Enterprises, LLC history 1.40K $132.36K 0.01% Hold
Bangor Savings Bank history 960 $90.76K 0.01% Hold
Planning Strategies Inc. history 800 $75.63K 0.05% Reduce
TOTH FINANCIAL ADVISORY CORP history 729 $68.92K 0.01% Hold
Dorato Capital Management history 676 $63.75K 0.04% Reduce
EASTERN BANK history 651 $61.55K 0.00% Reduce
STEPH & CO history 424 $40.09K 0.01% Add
Investors Research Corp history 262 $24.77K 0.00% Reduce
TOMPKINS FINANCIAL CORP history 204 $19.29K 0.00% Hold
MJT & Associates Financial Advisory Group, Inc. history 162 $15.32K 0.01% Hold
Roxbury Financial LLC history 75 $7.12K 0.01% New
Versant Capital Management, Inc history 59 $5.58K 0.00% Hold
Noble Wealth Management PBC history 8 $756 0.00% Hold

Q2 2026 — 2103 funds

FundSharesValuePortfolio WeightChange
JONES FINANCIAL COMPANIES LLLP history 110.16M $10.94B 4.38% New
RAYMOND JAMES FINANCIAL INC history 92.82M $9.19B 3.55% New
Bank of America Corp history 66.62M $6.59B 0.43% Reduce
Wells Fargo & Co history 65.01M $6.44B 2.15% Add
BlackRock Inc history 61.98M $6.14B 0.10% Add
MERCER GLOBAL ADVISORS INC /ADV history 44.49M $4.40B 6.35% New
ENVESTNET ASSET MANAGEMENT INC history 43.05M $4.26B 1.01% New
US BANCORP \DE\ history 39.48M $3.91B 5.07% New
Morgan Stanley history 35.69M $3.53B 0.19% Add
Northern Trust Corp history 23.14M $2.29B 0.27% Add
JPMorgan Chase & Co history 16.32M $1.62B 0.19% New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history 16.60M $1.62B 3.58% New
Betterment LLC history 15.62M $1.55B 2.62% New
Cetera Investment Advisers history 15.48M $1.53B 1.76% New
AMERIPRISE FINANCIAL INC history 14.91M $1.48B 0.33% New
Mariner, LLC history 14.86M $1.47B 1.55% New
Acorns Advisers, LLC history 14.63M $1.45B 9.44% New
Creative Planning history 13.63M $1.35B 1.04% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history 12.87M $1.27B 0.68% New
Goldman Sachs Group history 12.57M $1.24B 0.37% Reduce
WealthNavi Inc. history 11.75M $1.16B 9.11% New
Arizona PSPRS Trust history 11.53M $1.14B 42.51% New
PNC Financial Services history 10.97M $1.09B 0.54% Add
UNITED SERVICES AUTOMOBILE ASSOCIATION history 10.27M $1.02B 82.00% New
Cerity Partners LLC history 9.92M $982.08M 1.67% New
Fidelity Management & Research (FMR) history 9.50M $940.70M 0.04% Add
RWA WEALTH PARTNERS, LLC history 9.22M $912.52M 8.74% New
Johns Hopkins University history 8.02M $794.29M 53.11% New
TRUIST FINANCIAL CORP history 7.35M $727.50M 1.04% New
STIFEL FINANCIAL CORP history 7.34M $726.36M 0.60% New
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC history 7.19M $711.21M 2.45% New
BNY Mellon history 6.81M $673.75M 0.14% Add
CAPTRUST FINANCIAL ADVISORS history 6.70M $663.50M 1.40% New
Charles Schwab Investment Management history 6.43M $636.36M 0.09% Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC history 6.43M $636.36M 0.09% New
Sixth Street Partners Management Company, L.P. history 6.43M $636.36M 0.09% New
MACKENZIE FINANCIAL CORP history 5.74M $567.82M 0.59% New
Members Trust Co history 5.66M $559.88M 17.43% New
Constellation Investments, Inc. history 5.62M $556.72M 17.48% New
D.A. DAVIDSON & CO. history 5.30M $524.13M 3.05% New
Simplify Asset Management Inc. history 5.04M $499.03M 6.99% New
SigFig Wealth Management, LLC history 4.26M $423.46M 11.22% New
&PARTNERS history 4.25M $420.91M 1.73% New
Citigroup Inc history 4.21M $417.07M 0.14% Add
Mastercard Foundation Asset Management Corp history 4.13M $408.35M 1.27% New
EP Wealth Advisors, LLC history 3.95M $390.96M 1.49% New
VANTAGEPOINT INVESTMENT ADVISERS LLC history 3.88M $383.70M 2.87% New
Prime Capital Investment Advisors, LLC history 3.80M $375.75M 4.00% New
Russell Investments Group, Ltd. history 3.77M $373.08M 0.34% New
SageView Advisory Group, LLC history 3.53M $349.70M 11.46% New
South Dakota Investment Council history 3.45M $341.82M 5.86% New
Jupiter Topco LLC history 3.29M $325.84M 0.14% New
FIFTH THIRD BANCORP history 3.24M $320.65M 0.53% New
MASON STREET ADVISORS, LLC history 3.05M $301.97M 27.21% New
ALLIANCEBERNSTEIN L.P. history 2.96M $294.01M 0.10% New
FACTORY MUTUAL INSURANCE CO history 2.94M $291.09M 2.74% New
Dynasty Wealth Management, LLC history 2.90M $287.05M 2.13% New
Stairway Partners, LLC history 2.81M $278.06M 13.10% New
EXCHANGE TRADED CONCEPTS, LLC history 2.80M $277.28M 1.51% New
Balentine LLC history 2.74M $271.06M 9.63% New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC history 2.60M $257.72M 1.56% New
Steward Partners Investment Advisory, LLC history 2.52M $249.86M 1.28% New
Blue Trust, Inc. history 2.42M $239.45M 2.52% New
HANTZ FINANCIAL SERVICES, INC. history 2.39M $236.35M 3.21% New
Disciplina Capital Management LLC history 2.39M $236.13M 24.39% New
OSAIC HOLDINGS, INC. history 2.37M $234.92M 0.34% New
Envestnet Portfolio Solutions, Inc. history 2.18M $216.24M 1.04% New
TIAA Wealth Investment Management LLC history 1.94M $193.25M 1.29% New
Quotient Wealth Partners, LLC history 1.94M $192.43M 4.54% New
AXXCESS WEALTH MANAGEMENT, LLC history 1.85M $183.15M 2.92% New
National Philanthropic Trust history 1.82M $180.27M 2.61% New
COMMONWEALTH EQUITY SERVICES, LLC history 1.80M $178.21M 0.23% New
Destination Wealth Management history 1.78M $175.81M 4.80% New
HighTower Advisors, LLC history 1.75M $173.61M 0.17% New
Kingsview Wealth Management, LLC history 1.75M $173.58M 2.15% New
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC history 1.74M $172.39M 2.13% New
WESBANCO BANK INC history 1.67M $165.79M 4.13% New
Capital Asset Advisory Services LLC history 1.66M $164.29M 5.95% New
REBALANCE, LLC history 1.63M $161.25M 8.45% New
BNP Paribas Asset Management Holding S.A. history 1.59M $157.07M 0.16% New
MML INVESTORS SERVICES, LLC history 1.56M $154.76M 0.32% New
Forvis Mazars Wealth Advisors, LLC history 1.55M $153.57M 2.56% New
Cambridge Investment Research Advisors, Inc. history 1.55M $153.37M 0.35% New
Beacon Pointe Advisors, LLC history 1.53M $151.40M 0.76% New
UBS Group AG history 1.50M $148.47M 0.06% Reduce
F/m Investments LLC history 1.49M $147.20M 7.48% New
ASSETMARK, INC history 1.48M $146.05M 0.25% New
Pathstone Holdings, LLC history 1.44M $142.21M 0.43% New
Mitsubishi UFJ Trust & Banking Corp history 1.42M $140.50M 0.31% New
BANK OF MONTREAL /CAN/ history 1.41M $139.54M 0.15% New
Gerber Kawasaki Wealth & Investment Management history 1.40M $138.09M 3.69% New
Trajan Wealth LLC history 1.35M $133.57M 5.04% New
FIRST CITIZENS BANK & TRUST CO history 1.34M $132.82M 1.99% New
Fisher Asset Management, LLC history 1.34M $132.69M 0.04% New
Focus Partners Wealth history 1.34M $132.49M 0.15% New
SUMITOMO MITSUI FINANCIAL GROUP, INC. history 1.34M $132.24M 2.83% New
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV history 1.31M $129.48M 1.87% New
RITHOLTZ WEALTH MANAGEMENT history 1.28M $127.01M 2.04% New
V-Square Quantitative Management LLC history 1.27M $125.63M 11.94% New
VICTORY CAPITAL MANAGEMENT INC history 1.23M $121.72M 0.07% New
Crestwood Advisors Group, LLC history 1.21M $119.49M 1.77% New
HSBC HOLDINGS PLC history 1.20M $119.20M 0.22% New
Prudential Financial history 1.20M $118.64M 0.13% Reduce
Nuveen, LLC history 1.19M $117.75M 0.03% New
Allspring Global Investments Holdings, LLC history 1.18M $115.98M 0.18% New
SCS Capital Management LLC history 1.14M $113.20M 1.07% New
MAI Capital Management history 1.11M $110.17M 0.69% New
KEYBANK NATIONAL ASSOCIATION/OH history 1.11M $109.52M 0.36% New
Graves Light Lenhart Wealth, Inc. history 1.10M $109.08M 10.18% New
Zhang Financial LLC history 1.09M $108.28M 3.16% New
Orion Porfolio Solutions, LLC history 1.09M $107.69M 0.82% New
Center for Financial Planning, Inc. history 1.08M $107.28M 10.03% New
Freestone Capital Holdings, LLC history 1.08M $106.49M 3.44% New
GenTrust, LLC history 1.05M $103.90M 3.99% New
Meridian Wealth Partners, LLC history 994.50K $98.44M 11.92% New
Sumitomo Mitsui Trust Group, Inc. history 992.59K $98.25M 0.06% New
Steele Capital Management, Inc. history 991.81K $98.17M 3.61% New
Affiance Financial, LLC history 990.47K $98.04M 14.15% New
Greenspring Advisors, LLC history 986.63K $97.66M 5.41% New
SAGESPRING WEALTH PARTNERS, LLC history 982.63K $97.26M 1.49% New
Brookstone Capital Management history 979.73K $96.97M 1.02% New
TRUSTMARK BANK TRUST DEPARTMENT history 976.00K $96.60M 5.75% New
Baker Avenue Asset Management, LP history 971.62K $96.17M 2.12% New
NEOS Investment Management LLC history 911.24K $89.89M 0.33% New
NewEdge Advisors, LLC history 901.82K $89.26M 0.27% New
STATE OF MICHIGAN RETIREMENT SYSTEM history 900.00K $89.08M 0.39% New
Koss-Olinger Consulting, LLC history 899.73K $89.06M 6.86% New
Cordoba Advisory Partners LLC history 896.12K $88.70M 18.80% New
PRINCIPAL SECURITIES, INC. history 893.30K $88.42M 1.06% New
PDS Planning, Inc history 880.46K $87.15M 5.04% New
METROPOLITAN LIFE INSURANCE CO/NY history 873.73K $86.48M 24.20% New
OARSMAN CAPITAL, INC. history 871.50K $86.26M 9.13% New
Mirae Asset Global Investments Co., Ltd. history 864.58K $85.58M 0.16% New
Ellenbecker Investment Group history 858.84K $85.01M 9.89% New
Howard Capital Management, LLC history 850.76K $84.21M 1.00% New
FORM Wealth Advisors, LLC history 834.77K $82.63M 9.09% New
JOHNSON INVESTMENT COUNSEL INC history 829.53K $82.11M 0.60% New
NEW YORK LIFE INVESTMENT MANAGEMENT LLC history 823.29K $81.49M 0.57% New
UNITED CAPITAL FINANCIAL ADVISORS, LLC history 810.96K $80.25M 0.51% New
COLDSTREAM CAPITAL MANAGEMENT INC history 785.95K $77.79M 0.97% New
BNP PARIBAS FINANCIAL MARKETS history 784.04K $77.60M 0.13% New
ZACKS INVESTMENT MANAGEMENT history 780.18K $77.22M 0.55% New
INTEGRITY ALLIANCE, LLC. history 775.04K $76.71M 2.74% New
Franklin Resources history 769.35K $76.15M 0.02% Add
VOYA INVESTMENT MANAGEMENT LLC history 762.09K $75.43M 0.07% New
JFS WEALTH ADVISORS, LLC history 741.88K $73.43M 3.66% New
BAR HARBOR WEALTH MANAGEMENT history 737.20K $72.97M 3.92% New
RATIONAL ADVISORS, INC. history 735.04K $72.75M 6.80% New
Sand Hill Global Advisors, LLC history 722.96K $71.56M 2.15% New
Savvy Advisors, Inc. history 719.53K $71.22M 1.66% New
Concurrent Investment Advisors, LLC history 713.09K $70.58M 0.74% New
Robertson Stephens Wealth Management, LLC history 712.09K $70.48M 1.74% New
Bell Bank history 706.22K $69.90M 2.67% New
Charles Schwab Trust Co history 699.23K $69.21M 3.86% New
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. history 693.60K $68.65M 0.11% New
PARK AVENUE SECURITIES LLC history 691.85K $68.48M 0.43% New
Prentice Wealth Management LLC history 682.20K $67.52M 14.37% New
LOWE BROCKENBROUGH & CO INC history 678.59K $67.17M 2.99% New
Trust Co history 675.09K $66.82M 6.03% New
Octavia Wealth Advisors, LLC history 670.62K $66.38M 5.73% New
MATHER GROUP, LLC. history 667.04K $66.02M 0.59% New
THRIVENT FINANCIAL FOR LUTHERANS history 654.21K $64.77M 0.11% New
McKinley Carter Wealth Services, Inc. history 652.20K $64.55M 3.45% New
Permanent Capital Management, LP history 651.55K $64.49M 8.64% New
Pinnacle Financial Partners, Inc. history 646.65K $64.01M 0.44% New
Focus Financial Network, Inc. history 641.84K $63.53M 1.97% New
Planning Project LLC history 634.81K $61.84M 12.34% New
a16z Perennial Management, L.P. history 615.32K $61.01M 7.19% New
Gotham Asset Management, LLC history 616.19K $60.99M 0.14% New
KESTRA PRIVATE WEALTH SERVICES, LLC history 614.72K $60.85M 0.68% New
Vestmark Advisory Solutions, Inc. history 611.88K $60.56M 0.57% New
Cresset Asset Management, LLC history 609.08K $60.29M 0.35% New
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ history 604.95K $59.88M 3.60% New
Rock Creek Group LLC history 593.17K $58.71M 5.91% New
Verger Capital Management LLC history 592.64K $58.66M 17.18% New
Janney Montgomery Scott LLC history 589.79K $58.38M 0.11% New
CULLEN/FROST BANKERS, INC. history 588.93K $58.29M 0.57% New
Adaptive Financial Consulting, LLC history 582.68K $57.67M 20.20% New
Chaney Capital Management, Inc. history 574.24K $56.84M 17.87% New
ACORN FINANCIAL ADVISORY SERVICES INC /ADV history 567.45K $56.17M 7.45% New
Baird Financial Group, Inc. history 562.96K $55.72M 0.08% New
GoalFusion Wealth Management, LLC history 560.19K $55.45M 22.39% New
Allworth Financial LP history 559.52K $55.38M 0.26% New
Bricktown Capital, LLC history 556.73K $55.10M 9.96% New
Smartleaf Asset Management LLC history 551.06K $54.76M 1.78% New
M&T BANK CORP history 549.77K $54.42M 0.19% New
Summit Trail Advisors, LLC history 549.20K $54.36M 0.71% New
Equitable Holdings, Inc. history 545.10K $53.95M 0.32% New
Lido Advisors, LLC history 544.63K $53.91M 0.31% New
Rockefeller Capital Management L.P. history 542.19K $53.67M 0.08% New
Mascoma Wealth Management LLC history 539.59K $53.41M 9.90% New
Keel Point, LLC history 535.20K $52.97M 3.13% New
BOKF, NA history 534.44K $52.90M 0.73% New
SCOTIA CAPITAL INC. history 530.88K $52.55M 0.20% New
Kestra Advisory Services, LLC history 529.91K $52.45M 0.18% New
Composition Wealth, LLC history 529.90K $52.45M 0.64% New
FLAGSHIP HARBOR ADVISORS, LLC history 525.91K $52.05M 1.99% New
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO history 523.00K $51.77M 2.05% New
Gridiron Partners, LLC history 523.98K $51.69M 27.13% New
Twele Capital Management, Inc. history 515.56K $51.03M 8.34% New
TD PRIVATE CLIENT WEALTH LLC history 513.84K $50.86M 0.94% New
Abound Wealth Management history 510.03K $50.48M 10.02% New
Single Point Partners, LLC history 1.60M $50.10M 8.82% New
Fort Point Capital Partners LLC history 502.26K $49.71M 5.54% New
COMMON FUND FOR NONPROFIT ORGANIZATIONS history 501.04K $49.59M 4.56% New
Global Retirement Partners, LLC history 492.74K $48.77M 0.77% New
Liquid Strategies, LLC history 485.51K $48.06M 6.56% New
WHI TRUST Co LLC history 483.90K $47.90M 30.96% New
Legacy Wealth Partners, LLC history 478.99K $47.41M 10.65% New
Fund Evaluation Group, LLC history 477.65K $47.28M 1.28% New
Fiduciary Group, LLC history 475.57K $47.07M 3.69% New
Black Diamond Financial, LLC history 474.61K $46.98M 4.14% New
Boston Partners history 471.94K $46.71M 0.04% New
James J. Burns & Company, LLC history 468.30K $46.35M 5.02% New
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. history 466.85K $46.15M 0.29% New
Cornerstone Management, Inc. history 464.93K $46.02M 6.62% New
EARNED WEALTH ADVISORS, LLC history 459.94K $45.52M 2.99% New
Legacy Financial Strategies, LLC history 458.38K $45.37M 7.03% New
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC history 456.73K $45.21M 5.72% New
Smithfield Trust Co history 455.71K $45.06M 1.80% New
AMARILLO NATIONAL BANK history 448.53K $44.40M 7.12% New
MTC Wealth Management LLC history 447.32K $44.28M 19.86% New
EVOLVE PRIVATE WEALTH, LLC history 444.99K $44.05M 2.69% New
DB Fitzpatrick & Co, Inc history 444.90K $44.04M 35.72% New
Ascent Group, LLC history 444.26K $43.97M 1.31% New
eCIO, Inc. history 443.67K $43.91M 16.86% New
Towercrest Capital Management history 443.41K $43.88M 6.12% New
Wealthcare Advisory Partners LLC history 442.10K $43.76M 0.83% New
CIBC Bancorp USA Inc. history 435.29K $43.08M 0.06% New
SYON CAPITAL LLC history 434.65K $43.02M 1.88% New
Wealthspire Retirement, LLC history 435.40K $42.93M 2.35% New
Buck Wealth Strategies, LLC history 421.73K $41.74M 4.37% New
Savant Capital, LLC history 421.58K $41.55M 0.12% New
Arbor Investment Advisors, LLC history 416.71K $41.25M 4.67% New
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC history 411.46K $40.73M 0.48% New
Commonwealth Financial Services, LLC history 407.61K $40.34M 5.42% New
Private Advisor Group, LLC history 398.19K $39.41M 0.18% New
Visionary Wealth Advisors history 393.56K $38.95M 1.54% New
Daybright Advisory Services, Inc. history 395.66K $38.53M 9.20% New
BEACON INVESTMENT ADVISORY SERVICES, INC. history 388.72K $38.48M 1.44% New
FIRST BUSINESS FINANCIAL SERVICES, INC. history 388.64K $38.47M 2.98% New
TECTONIC ADVISORS LLC history 387.62K $38.37M 1.84% New
BUFFALO BUSINESS & ESTATE SERVICES LTD history 386.66K $38.27M 4.83% New
Verdence Capital Advisors LLC history 386.47K $38.25M 2.02% New
Integrated Wealth Concepts LLC history 383.93K $38.00M 0.19% New
BRAVE ASSET MANAGEMENT INC history 382.54K $37.86M 8.10% New
Lineweaver Wealth Advisors, LLC history 378.59K $37.47M 4.49% New
Discipline Wealth Solutions, LLC history 378.42K $37.46M 3.27% New
Indivisible Partners history 377.86K $37.40M 2.11% New
Provenance Wealth Advisors, LLC history 374.85K $37.10M 3.54% New
VICUS CAPITAL history 374.51K $37.07M 2.39% New
BRIGHT FINANCIAL ADVISORS, INC. history 370.79K $36.70M 15.37% New
Advisory Services Network, LLC history 368.81K $36.50M 0.53% New
First Bank & Trust history 366.80K $36.31M 5.34% New
Financial Engines Advisors L.L.C. history 366.47K $36.27M 0.06% New
McLean Asset Management Corp history 371.52K $36.17M 4.78% New
Perigon Wealth Management, LLC history 363.97K $36.03M 0.62% New
Global Endowment Management, LP history 362.47K $35.88M 3.64% New
LVZ, Inc. history 359.35K $35.57M 3.61% New
Ameritas Investment Partners, Inc. history 356.80K $35.32M 0.94% New
Prosperity Consulting Group, LLC history 354.85K $35.12M 1.40% New
Professional Financial Advisors, LLC history 352.31K $34.87M 6.03% New
Summit Financial, LLC history 352.17K $34.86M 0.38% New
Acumen Wealth Advisors, LLC history 349.35K $34.58M 7.33% New
Pure Financial Advisors, LLC history 349.30K $34.57M 0.44% New
Main Street Financial Solutions, LLC history 347.72K $34.42M 2.50% New
STRATEGIC INVESTMENT MANAGEMENT, LLC history 344.64K $34.11M 11.74% New
AdvisorNet Financial, Inc history 342.46K $33.90M 1.55% New
UNITED BANK history 340.97K $33.75M 3.96% New
FULTON BREAKEFIELD BROENNIMAN LLC history 340.14K $33.67M 1.98% New
Qube Research & Technologies Ltd history 338.93K $33.55M 0.07% New
P/E Global LLC history 338.21K $33.48M 2.15% New
Kopp Family Office, LLC history 337.53K $33.41M 20.48% New
Vise Technologies, Inc. history 337.48K $33.40M 0.38% New
Grey Fox Wealth Advisors, LLC history 335.35K $33.19M 5.82% New
Parallel Advisors, LLC history 333.64K $33.02M 0.51% New
UNIQUE WEALTH, LLC history 330.74K $32.74M 3.81% New
BayBridge Capital Group, LLC history 327.04K $32.37M 16.87% New
NewEdge Wealth, LLC history 326.65K $32.33M 0.36% New
ETF Portfolio Partners, Inc. history 325.82K $32.25M 7.67% New
Marquette Asset Management, LLC history 325.07K $32.18M 4.16% New
Summit Asset Management, LLC history 324.82K $32.15M 4.12% New
SVB WEALTH LLC history 323.01K $31.97M 2.59% New
Waverly Advisors, LLC history 321.46K $31.82M 0.20% New
NorthRock Partners, LLC history 320.83K $31.76M 0.49% New
Man Group plc history 320.06K $31.68M 0.09% New
Sanctuary Advisors, LLC history 319.38K $31.61M 0.17% New
Bryn Mawr Trust Advisors, LLC history 318.39K $31.51M 1.39% New
COMMERCE BANK history 317.13K $31.39M 0.14% New
GREAT VALLEY ADVISOR GROUP, INC. history 315.57K $31.24M 0.53% New
RHUMBLINE ADVISERS history 314.35K $31.11M 0.02% New
Fort Henry Capital, LLC history 313.23K $31.00M 17.08% New
Sequent Planning LLC history 313.22K $31.00M 6.62% New
First Citizens Asset Management, Inc. history 312.80K $30.96M 9.89% New
BROWN ADVISORY INC history 312.64K $30.94M 0.05% New
TIAA TRUST, NATIONAL ASSOCIATION history 310.72K $30.75M 1.82% New
Eley Financial Management, Inc history 309.66K $30.65M 9.93% New
CALIBER WEALTH MANAGEMENT, LLC / KS history 308.70K $30.55M 2.95% New
Spire Wealth Management history 307.52K $30.44M 0.92% New
Heartwood Wealth Advisors LLC history 306.45K $30.33M 2.36% New
WealthPlan Investment Management, LLC history 305.98K $30.29M 1.52% New
FIRST MERCHANTS CORP history 305.54K $30.24M 1.83% New
FOUNDERS FINANCIAL SECURITIES LLC history 302.05K $29.90M 1.53% New
Beirne Wealth Consulting Services, LLC history 300.74K $29.77M 5.92% New
CATALYST FINANCIAL PARTNERS LLC history 297.74K $29.47M 2.92% New
Markin Asset Management, LP history 290.90K $28.79M 24.64% New
Forefront Wealth Partners, LLC history 290.05K $28.71M 8.89% New
HANCOCK WHITNEY CORP history 289.06K $28.61M 0.48% New
Financial Designs Corp history 288.33K $28.54M 15.30% New
Hudson Capital Management LLC history 284.34K $28.14M 6.80% New
Horizon Investments, LLC history 284.72K $27.99M 0.31% New
WEBSTER BANK, N. A. history 281.70K $27.88M 2.42% New
GP Brinson Investments LLC history 280.65K $27.78M 11.34% New
BANK OF HAWAII history 280.40K $27.75M 1.37% New
REGIONS FINANCIAL CORP history 279.83K $27.70M 0.17% New
Ted Buchan & Co history 277.98K $27.51M 9.00% New
Farther Finance Advisors, LLC history 276.85K $27.40M 0.23% New
Liberty Mutual Group Asset Management Inc. history 275.00K $27.22M 2.38% New
Quantinno Capital Management LP history 273.36K $27.06M 0.04% New
COLTON GROOME FINANCIAL ADVISORS, LLC history 270.54K $26.78M 6.47% New
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC history 266.47K $26.38M 1.39% New
ASPIRIANT, LLC history 263.86K $26.12M 0.65% New
World Investment Advisors history 259.01K $25.71M 0.43% New
iA Global Asset Management Inc. history 259.60K $25.70M 0.30% New
Golden State Wealth Management, LLC history 259.02K $25.64M 2.34% New
Matrix Trust Co history 257.32K $25.47M 3.69% New
CHOREO, LLC history 256.01K $25.34M 0.28% New
CONNABLE OFFICE INC history 255.51K $25.29M 2.23% New
CULTIVAR CAPITAL, INC. history 254.34K $25.18M 16.21% New
Galvin, Gaustad & Stein, LLC history 253.26K $25.07M 1.85% New
Florida Trust Wealth Management Co history 253.07K $25.05M 0.62% New
Madison Asset Management, LLC history 252.07K $24.95M 0.30% New
NATIXIS ADVISORS, LLC history 249.89K $24.73M 0.03% New
Sunflower Bank, N.A. history 249.75K $24.72M 5.91% New
Compound Planning, Inc. history 248.55K $24.60M 0.71% New
Sowell Financial Services LLC history 247.75K $24.52M 0.80% New
RED CEDAR INVESTMENT MANAGEMENT, LLC history 247.68K $24.51M 2.32% New
Snider Financial Group history 246.23K $24.37M 6.20% New
Rakuten Investment Management, Inc. history 241.49K $24.00M 0.07% New
Columbia Bank history 241.18K $23.87M 5.35% New
FIRST HAWAIIAN BANK history 241.18K $23.87M 3.02% New
CHEMUNG CANAL TRUST CO history 240.71K $23.83M 4.40% New
BENJAMIN EDWARDS INC history 238.26K $23.58M 0.22% New
Clearstead Advisors, LLC history 236.81K $23.44M 0.24% New
Elm Partners Management LLC history 236.07K $23.37M 0.84% New
Tandem Wealth Advisors LLC history 235.32K $23.29M 9.27% New
TD Capital Management LLC history 235.27K $23.29M 1.90% New
Texas Capital Bank Wealth Management Services Inc history 232.87K $23.05M 1.23% New
HARBOUR INVESTMENTS, INC. history 231.50K $22.91M 0.31% New
Tanager Wealth Management LLP history 227.28K $22.50M 1.96% New
Ally Invest Advisors Inc. history 226.87K $22.46M 1.36% New
SBI Securities Co., Ltd. history 225.84K $22.35M 0.51% New
Thayer Partners, LLC / MA history 224.06K $22.18M 9.18% New
WRAPMANAGER INC history 223.89K $22.16M 6.93% New
STEPHENS INC /AR/ history 223.50K $22.12M 0.25% New
Sheridan Capital Management, LLC history 223.10K $22.08M 10.63% New
LEVEL FOUR ADVISORY SERVICES, LLC history 222.40K $22.01M 0.62% New
TIEMANN INVESTMENT ADVISORS, LLC history 222.13K $21.99M 7.96% New
Legacy Private Trust Co. history 220.20K $21.80M 1.23% New
Omega Financial Group, LLC history 216.55K $21.43M 6.52% New
Stamos Capital Partners, L.P. history 216.19K $21.40M 3.28% New
BALLAST ADVISORS LLC history 215.05K $21.29M 5.07% New
INSIGHT 2811, INC. history 214.23K $21.20M 8.55% New
Diversified Enterprises, LLC history 214.14K $21.20M 1.03% New
Hudock, Inc. history 212.57K $21.04M 2.69% New
Alliance Wealth Management Group history 212.38K $21.02M 4.09% New
TRB Wealth Management, LLC history 210.63K $20.85M 2.77% New
Wealthspire Advisors, LLC history 209.86K $20.77M 0.12% New
Lutz Financial Services LLC history 208.96K $20.68M 1.26% New
Colonial Trust Advisors history 208.78K $20.67M 1.44% New
Garde Capital, Inc. history 208.35K $20.62M 0.92% New
ES4, LLC history 207.03K $20.49M 10.76% New
DSG Capital Advisors, LLC history 207.66K $20.35M 2.89% New
KELLY FINANCIAL GROUP LLC history 204.21K $20.21M 4.49% New
WATERSHED PRIVATE WEALTH LLC history 203.47K $20.14M 5.67% New
Scissortail Wealth Management, LLC history 202.14K $20.01M 3.85% New
Chesapeake Wealth Management history 202.07K $20.00M 5.61% New
Sunesis Advisors, LLC history 201.34K $19.93M 8.24% New
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. history 200.70K $19.87M 1.15% New
TCI Wealth Advisors, Inc. history 200.62K $19.86M 0.87% New
Dakota Wealth Management history 197.69K $19.57M 0.39% New
RETIREMENT CAPITAL STRATEGIES history 197.00K $19.50M 6.77% New
Passaic Partners LLC history 193.20K $19.12M 1.41% New
Joel Adams & Associates, Inc. history 191.14K $18.92M 12.15% New
Cornerstone Wealth Group, LLC history 188.34K $18.64M 1.34% New
FIRST HORIZON CORP history 187.66K $18.57M 0.71% New
MERIDIAN MANAGEMENT CO history 186.70K $18.48M 4.15% New
FIRST COMMONWEALTH FINANCIAL CORP /PA/ history 186.20K $18.43M 2.58% New
TCP Asset Management, LLC history 183.41K $18.15M 2.06% New
Principal Global Investors history 183.01K $18.11M 0.01% Reduce
Bouchey Financial Group, Ltd. history 182.76K $18.09M 1.17% New
Merit Financial Group, LLC history 181.12K $17.93M 0.12% New
TWIN FOCUS CAPITAL PARTNERS, LLC history 180.68K $17.88M 1.82% New
CVA Family Office, LLC history 180.16K $17.83M 1.62% New
Range Advisory, LLC history 178.75K $17.69M 2.11% New
PEDDOCK CAPITAL ADVISORS, LLC history 178.64K $17.68M 3.53% New
Modera Wealth Management, LLC history 177.62K $17.58M 0.19% New
Alpha Financial Partners LLC history 176.37K $17.46M 9.17% New
Strategic Financial Group, LLC history 176.30K $17.45M 16.72% New
Stratos Wealth Partners, LTD. history 175.44K $17.36M 0.17% New
BLAIR WILLIAM & CO/IL history 174.98K $17.32M 0.05% New
OPPENHEIMER ASSET MANAGEMENT INC. history 174.44K $17.27M 0.18% New
WASHINGTON TRUST Co history 173.09K $17.13M 0.53% New
Summit Wealth Partners, LLC history 169.95K $16.82M 2.40% New
Renaissance Technologies history 169.70K $16.80M 0.02% New
PRAIRIEVIEW WEALTH PARTNERS, LLC history 167.57K $16.59M 12.39% New
Genus Capital Management Inc. history 167.45K $16.57M 1.63% New
CAPITOLIS LIQUID GLOBAL MARKETS LLC history 166.50K $16.48M 0.07% New
GeoWealth Management, LLC history 165.15K $16.35M 0.51% New
Financial Partners Group, Inc history 164.06K $16.24M 1.65% New
Robinswood Financial LLC history 163.67K $16.20M 4.64% New
GRIMES & Co WEALTH MANAGEMENT, LLC history 163.47K $16.18M 0.35% New
North Berkeley Wealth Management, LLC history 163.25K $16.16M 6.53% New
MONETA GROUP INVESTMENT ADVISORS LLC history 161.57K $15.99M 0.12% New
Smith & Howard Wealth Management, LLC history 161.32K $15.97M 3.71% New
FIRST FOUNDATION ADVISORS history 161.26K $15.96M 0.58% New
Mullooly Asset Management, Inc. history 160.99K $15.93M 4.90% New
Sound Financial Strategies Group, LLC history 160.50K $15.89M 10.09% New
Rothschild Wealth LLC history 160.32K $15.87M 1.27% New
NICOLET BANKSHARES INC history 159.60K $15.80M 0.51% New
Caldwell Trust Co history 158.92K $15.73M 1.27% New
Arrowroot Family Office, LLC history 158.73K $15.71M 4.50% New
Foguth Wealth Management, LLC. history 160.31K $15.70M 1.79% New
KINTRA WEALTH, LLC history 160.45K $15.67M 0.84% New
Granite Harbor Advisors, Inc. history 156.23K $15.46M 6.11% New
MARQUETTE ASSOCIATES, INC. history 155.97K $15.44M 11.25% New
NWAM LLC history 155.80K $15.42M 0.77% New
BARTLETT & CO. WEALTH MANAGEMENT LLC history 155.77K $15.42M 0.19% New
Evensky & Katz LLC history 155.00K $15.34M 0.79% New
Sharp Wealth Advisory, LLC history 154.62K $15.30M 7.09% New
DIVERSIFY WEALTH MANAGEMENT, LLC history 156.61K $15.30M 0.32% New
Diversify Advisory Services, LLC history 156.61K $15.30M 0.32% New
Ashton Thomas Private Wealth, LLC history 154.08K $15.25M 0.32% New
Providence First Trust Co history 153.75K $15.22M 4.26% New
FAGAN ASSOCIATES, INC. history 153.27K $15.17M 1.87% New
Sequoia Financial Advisors, LLC history 152.30K $15.07M 0.09% New
FC Advisory LLC history 152.15K $15.06M 3.99% New
MOTIVE WEALTH ADVISORS history 151.57K $15.00M 6.17% New
Montecito Bank & Trust history 150.95K $14.94M 2.23% New
Eagle Strategies LLC history 150.07K $14.85M 1.48% New
CVS HEALTH Corp history 149.70K $14.82M 6.58% New
FIDUCIENT ADVISORS LLC history 149.25K $14.77M 2.12% New
Tide Cove Capital Partners LLC history 151.24K $14.77M 9.56% New
DONALDSON CAPITAL MANAGEMENT, LLC history 149.05K $14.75M 0.42% New
OLD NATIONAL BANCORP /IN/ history 148.29K $14.68M 0.29% New
FIFTH THIRD SECURITIES, INC. history 146.76K $14.53M 0.83% New
Cornerstone National Bank & Trust Co history 146.75K $14.45M 4.91% New
GREENWOOD CAPITAL ASSOCIATES LLC history 145.60K $14.41M 1.41% New
One Day In July LLC history 144.68K $14.32M 1.00% New
SFAM, LLC history 144.59K $14.31M 11.68% New
Family Capital Trust Co history 142.31K $14.12M 4.89% New
Calamos Wealth Management LLC history 142.50K $14.10M 0.47% New
Facet Wealth, Inc. history 142.42K $14.10M 0.20% New
BCS Wealth Management history 142.20K $14.08M 2.54% New
High Note Wealth, LLC history 142.05K $14.06M 2.40% New
Catalyst Capital Advisors LLC history 142.03K $14.06M 0.23% New
Somnio Financial Group, LLC history 141.92K $14.05M 8.32% New
McGlone Suttner Wealth Management, Inc. history 140.72K $13.93M 1.63% New
High Net Worth Advisory Group LLC history 140.34K $13.89M 2.95% New
Asset Allocation Strategies LLC history 139.08K $13.77M 2.17% New
Freestate Advisors LLC history 137.10K $13.57M 10.14% New
HUNTINGTON NATIONAL BANK history 136.50K $13.51M 0.07% New
LMG Wealth Partners, LLC history 136.34K $13.49M 2.16% New
J.W. COLE ADVISORS, INC. history 135.12K $13.37M 0.23% New
Townsend Financial Planning, LLC history 132.71K $13.14M 11.45% New
SCHRODER INVESTMENT MANAGEMENT GROUP history 131.99K $13.12M 0.01% New
Prospera Financial Services Inc history 131.88K $13.06M 0.19% New
Accelerate Investment Advisors LLC history 131.34K $13.00M 7.46% New
AMES NATIONAL CORP history 131.30K $13.00M 7.15% New
EASTERLY INVESTMENT PARTNERS LLC history 131.15K $12.98M 0.66% New
OFS Enterprise LLC history 129.87K $12.85M 3.28% New
Aquire Wealth Advisors, LLC history 129.62K $12.83M 2.94% New
Lazard Asset Management history 128.79K $12.75M 0.02% Reduce
LAZARD ASSET MANAGEMENT LLC history 128.79K $12.75M 0.02% New
HRT FINANCIAL LP history 128.68K $12.74M 0.04% New
Mann Financial Group, Inc. history 128.19K $12.69M 10.62% New
Modern Wealth Management, LLC history 128.04K $12.67M 0.16% New
NDWM LLC history 127.84K $12.65M 7.48% New
Blue Chip Partners, LLC history 127.75K $12.65M 0.80% New
Slow Capital, Inc. history 127.15K $12.59M 1.47% New
Laird Norton Wetherby Trust Company, LLC history 126.02K $12.47M 0.24% New
Colonial Trust Co / SC history 125.77K $12.45M 1.58% New
U S WEALTH GROUP, LLC. history 125.48K $12.42M 7.45% New
Peak Financial Management, Inc. history 125.15K $12.39M 2.84% New
Granite Bay Wealth Management, LLC history 124.47K $12.32M 1.14% New
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC history 123.52K $12.23M 0.16% New
PHILLIPS FINANCIAL MANAGEMENT, LLC history 122.30K $12.11M 0.89% New
COREPATH WEALTH PARTNERS LLC history 123.41K $12.10M 7.55% New
KING LUTHER CAPITAL MANAGEMENT CORP history 122.04K $12.08M 0.05% New
LIGHTHOUSE FINANCIAL SERVICES INC /ADV history 122.59K $12.07M 2.54% New
Sandy Cove Advisors, LLC history 121.83K $12.06M 3.02% New
CENTRAL BANK & TRUST CO history 121.64K $12.04M 1.77% New
HB Wealth Management, LLC history 121.62K $12.04M 0.07% New
Timonier Family Office, LTD. history 121.25K $12.00M 3.39% New
Wescott Financial Advisory Group, LLC history 120.22K $11.90M 0.92% New
Parkway Wealth Management Group, LLC history 119.82K $11.86M 1.37% New
LifePlan Investment Advisors, Inc. history 119.05K $11.78M 4.06% New
Carbahal Olsen Financial Services Group, LLC history 118.58K $11.74M 8.15% New
Westerkirk Capital Inc. history 117.90K $11.67M 1.12% New
Coastline Trust Co history 117.73K $11.65M 1.03% New
LeConte Wealth Management, LLC history 117.51K $11.63M 6.34% New
Valmark Advisers, Inc. history 116.49K $11.53M 0.12% New
D L CARLSON INVESTMENT GROUP INC history 114.99K $11.38M 1.81% New
Avior Wealth Management, LLC history 114.82K $11.36M 0.30% New
MONEY CONCEPTS CAPITAL CORP history 114.31K $11.31M 0.52% New
Belpointe Asset Management LLC history 113.92K $11.28M 0.37% New
Geneos Wealth Management Inc. history 113.76K $11.26M 0.23% New
MGO ONE SEVEN LLC history 113.61K $11.25M 0.19% New
Cerity Partners OCIO LLC history 113.24K $11.21M 0.57% New
Independent Solutions Wealth Management, LLC history 112.82K $11.17M 1.46% New
Accurate Wealth Management, LLC history 113.26K $11.11M 1.06% New
COUNTRY TRUST BANK history 112.23K $11.11M 0.19% New
Roundview Capital LLC history 112.15K $11.10M 0.61% New
Cosner Financial Group, LLC history 111.67K $11.05M 5.68% New
CIBC WORLD MARKET INC. history 110.61K $10.95M 0.03% New
ELEVATION POINT WEALTH PARTNERS, LLC history 110.52K $10.94M 0.20% New
NorthCrest Asset Manangement, LLC history 111.36K $10.93M 0.30% New
Harpswell Capital Advisors, LLC history 110.16K $10.90M 7.00% New
NorthCoast Asset Management LLC history 109.55K $10.84M 0.24% New
KINGSWOOD WEALTH ADVISORS, LLC history 109.46K $10.83M 0.44% New
Merited Wealth, LLC history 108.26K $10.72M 7.58% New
IEQ CAPITAL, LLC history 108.18K $10.71M 0.05% New
Main Management LLC history 107.89K $10.68M 0.73% New
Koenig Investment Advisory, LLC history 107.64K $10.65M 8.28% New
Midwestern Financial, LLC /IA history 107.27K $10.62M 7.43% New
Waterloo Capital, L.P. history 107.04K $10.60M 0.61% New
CONTINENTAL INVESTORS SERVICES, INC. history 107.49K $10.53M 8.25% New
STAR Financial Bank history 105.82K $10.47M 4.27% New
Sigma Planning Corp history 105.58K $10.45M 0.28% New
Investment Research Partners LLC history 104.14K $10.31M 3.49% New
ACIMA PRIVATE WEALTH, LLC history 103.99K $10.29M 2.99% New
HTG Investment Advisors, Inc. history 103.85K $10.28M 2.63% New
Strategic Financial Partners, Ltd. history 103.54K $10.25M 3.87% New
INTERACTIVE FINANCIAL ADVISORS, INC. history 103.18K $10.20M 6.22% New
Neuberger Berman Group LLC history 102.66K $10.16M 0.01% New
Hillcrest Wealth Advisors - NY, LLC history 102.33K $10.13M 3.62% New
Optas, LLC history 101.01K $10.00M 1.40% New
JT Stratford LLC history 100.93K $9.99M 1.09% New
Storen Legacy Partners, LLC history 100.23K $9.92M 2.71% New
JUNCTURE WEALTH STRATEGIES, LLC history 100.00K $9.90M 2.58% New
Edgestream Partners, L.P. history 99.84K $9.88M 0.29% New
Lifestyle Asset Management, Inc. history 99.36K $9.83M 2.64% New
Blankinship & Foster, LLC history 99.13K $9.81M 1.98% New
Westside Investment Management, Inc. history 99.00K $9.80M 1.36% New
Amtrust Financial Services, Inc. history 98.56K $9.76M 2.90% New
Hirtle & Co., LLC history 98.22K $9.72M 0.32% New
Silver Coast Investments LLC history 97.88K $9.69M 2.88% New
Crabel Capital Management, LLC history 97.73K $9.67M 7.06% New
Optiver Holding B.V. history 96.37K $9.54M 0.06% New
Glassy Mountain Advisors, Inc. history 96.10K $9.51M 2.60% New
Clearwater Capital Advisors, LLC history 95.08K $9.41M 0.69% New
PFG Advisors history 94.89K $9.39M 0.47% New
Financial Planning Navigators CORP history 94.16K $9.32M 3.49% New
Frisco Financial Planning LLC history 94.14K $9.32M 7.02% New
Columbus Macro, LLC history 93.98K $9.30M 0.91% New
IFP Advisors, Inc history 93.78K $9.28M 0.17% New
ACT WEALTH MANAGEMENT, LLC history 93.58K $9.26M 2.72% New
WEALTHEDGE INVESTMENT ADVISORS, LLC history 93.54K $9.26M 3.15% New
NewSquare Capital LLC history 93.07K $9.21M 0.71% New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history 92.90K $9.20M 0.00% New
TPG Advisors LLC history 92.82K $9.19M 5.04% New
FOUNDERS GROVE WEALTH PARTNERS, LLC history 92.58K $9.16M 1.83% New
INSIGNEO ADVISORY SERVICES, LLC history 92.17K $9.12M 0.36% New
Livet Wealth, LLC history 92.06K $9.11M 5.26% New
WCG Wealth Advisors LLC history 90.81K $8.99M 0.21% New
Emergent Wealth Advisors, LLC history 91.22K $8.98M 4.67% New
DURANTE & WATERS, LLC history 90.66K $8.97M 5.88% New
Addis & Hill, Inc history 90.46K $8.95M 4.93% New
Firestone Capital Management history 90.45K $8.95M 1.67% New
Vericrest Private Wealth history 90.23K $8.93M 7.95% New
Pinnacle Financial Group, LLC / IL history 89.83K $8.89M 2.17% New
Financial & Tax Architects, LLC history 89.49K $8.86M 1.87% New
Aventus Investment Advisors, Inc. history 88.89K $8.80M 6.45% New
Wayfinding Financial, LLC history 87.63K $8.67M 3.29% New
Capstone Financial Advisors, Inc. history 87.13K $8.62M 0.43% New
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC history 87.06K $8.62M 6.90% New
Arkadios Wealth Advisors history 86.96K $8.61M 0.16% New
CFS Investment Advisory Services, LLC history 87.26K $8.60M 0.57% New
CX Institutional history 86.73K $8.58M 0.25% New
Chicago Partners Investment Group LLC history 87.95K $8.56M 0.19% New
Simplicity Wealth,LLC history 86.24K $8.54M 0.29% New
Atria Investments, Inc history 85.66K $8.48M 0.09% New
Premier Path Wealth Partners, LLC history 84.91K $8.40M 0.97% New
CITY NATIONAL BANK OF FLORIDA /MSD history 84.50K $8.36M 3.51% New
Erickson Financial Group, LLC history 84.13K $8.33M 4.46% New
FARMERS & MERCHANTS INVESTMENTS INC history 84.04K $8.32M 0.20% New
NATIONAL BANK OF CANADA /FI/ history 84.05K $8.32M 0.01% New
Chesley Taft & Associates LLC history 83.98K $8.31M 0.32% New
Greykasell Wealth Strategies, Inc. history 82.76K $8.19M 2.97% New
FDx Advisors, Inc. history 82.45K $8.16M 2.46% New
Fortis Capital Advisors, LLC history 81.78K $8.10M 0.91% New
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC history 81.17K $8.03M 0.03% New
Curry Webb Wealth Management LLC history 81.05K $8.02M 3.32% New
Boomfish Wealth Group, LLC history 81.04K $8.02M 3.65% New
LANARK FINANCIAL, INC. history 81.02K $8.02M 0.55% New
Sovran Advisors, LLC history 81.39K $7.97M 0.59% New
Navigate Wealth Management, LLC history 81.08K $7.96M 4.93% New
Global Assets Advisory, LLC history 80.28K $7.91M 1.73% New
Van Hulzen Asset Management, LLC history 78.75K $7.79M 0.56% New
SG Americas Securities, LLC history 78.47K $7.77M 0.00% New
Atlas Private Wealth Advisors history 77.62K $7.68M 1.68% New
PRIVATE CLIENT SERVICES, LLC history 77.34K $7.66M 2.01% New
Alamar Capital Management, LLC history 77.15K $7.64M 3.86% New
Oasis Advisors, LLC history 76.98K $7.62M 4.95% New
Regal Investment Advisors LLC history 76.42K $7.56M 0.39% New
AQR Capital Management history 76.00K $7.52M 0.00% Add
AQR CAPITAL MANAGEMENT LLC history 76.00K $7.52M 0.00% New
MKD WEALTH COACHES, LLC history 75.70K $7.49M 6.40% New
Walker Financial Services, Inc. history 75.44K $7.47M 2.31% New
Avantax Planning Partners, Inc. history 75.36K $7.46M 0.19% New
City State Bank history 75.20K $7.44M 1.71% New
IHT Wealth Management, LLC history 75.11K $7.43M 0.16% New
Galaxy Digital Inc. history 75.00K $7.42M 0.93% New
FLAGSTAR SECURITIES, INC history 75.00K $7.42M 2.24% New
CITIZENS FINANCIAL GROUP INC/RI history 74.82K $7.41M 0.09% New
All Terrain Financial Advisors, LLC history 73.97K $7.32M 1.88% New
JAMES INVESTMENT RESEARCH, INC. history 73.94K $7.32M 0.74% New
Cedar Mountain Advisors, LLC history 73.92K $7.32M 1.26% New
Ameritas Advisory Services, LLC history 73.60K $7.28M 0.15% New
LGL PARTNERS, LLC history 73.55K $7.28M 2.66% New
Ausdal Financial Partners, Inc. history 73.51K $7.28M 0.29% New
One Capital Management, LLC history 73.24K $7.27M 0.20% New
Sellwood Investment Partners LLC history 72.94K $7.22M 2.55% New
Astoria Strategic Wealth, Inc. history 72.91K $7.22M 1.65% New
Counterweight Ventures, LLC history 72.59K $7.19M 3.58% New
Kagan Cocozza Asset Management history 72.06K $7.13M 4.47% New
Csenge Advisory Group history 72.03K $7.13M 0.29% New
Systematic Alpha Investments, LLC history 72.00K $7.13M 0.19% New
JGP Wealth Management, LLC history 71.75K $7.10M 0.64% New
IFG Advisory, LLC history 71.64K $7.09M 0.25% New
PLIMOTH TRUST CO LLC history 71.57K $7.08M 1.42% New
ATLas Financial Planning LLC history 71.10K $7.04M 5.71% New
Onyx Bridge Wealth Group LLC history 71.03K $7.03M 0.63% New
Triad Wealth Partners, LLC history 71.99K $7.00M 0.43% New
FSA WEALTH PARTNERS, INC. history 70.53K $6.98M 1.75% New
Sovereign Investment Advisors, LLC history 70.32K $6.96M 1.31% New
NAPLES GLOBAL ADVISORS, LLC history 70.31K $6.96M 0.43% New
CBM Financial, LLC history 70.82K $6.95M 4.14% New
Liberty Atlantic Advisors LLC history 69.59K $6.89M 4.96% New
OneDigital Investment Advisors LLC history 69.58K $6.89M 0.06% New
EPIQ PARTNERS, LLC history 68.97K $6.83M 2.90% New
MCF Advisors LLC history 68.85K $6.81M 0.24% New
WealthSpring Partners, LLC history 68.72K $6.80M 5.84% New
WESTWOOD HOLDINGS GROUP INC history 68.70K $6.80M 0.05% New
Redwood Park Advisors LLC history 68.59K $6.79M 4.90% New
Midwest Professional Planners, LTD. history 68.38K $6.77M 1.33% New
WealthPLAN Partners, LLC history 68.14K $6.74M 1.31% New
REDW Wealth LLC history 68.06K $6.74M 2.41% New
Wilmington Savings Fund Society, FSB history 66.81K $6.61M 0.15% New
SAX WEALTH ADVISORS, LLC history 66.61K $6.61M 0.27% New
Innova Wealth Partners history 66.59K $6.59M 2.83% New
North Star Investment Management Corp. history 66.55K $6.59M 0.36% New
Apollon Wealth Management, LLC history 65.80K $6.51M 0.08% New
Ameliora Wealth Management Ltd. history 64.79K $6.41M 1.90% New
QUATTRO FINANCIAL ADVISORS LLC history 64.72K $6.41M 1.37% New
Tillman Hartley LLC history 64.58K $6.39M 1.44% New
Destiny Capital Corp/CO history 64.53K $6.39M 2.97% New
Grove Bank & Trust history 64.51K $6.39M 0.63% New
Element Wealth, LLC history 63.58K $6.29M 2.40% New
RKL Wealth Management LLC history 63.55K $6.29M 0.50% New
RIVER'S EDGE WEALTH MANAGEMENT, LLC history 63.52K $6.23M 5.49% New
Aspect Partners, LLC history 62.92K $6.23M 2.32% New
Summit Wealth Group, LLC history 62.90K $6.23M 1.27% New
LITTLE HOUSE CAPITAL LLC history 62.72K $6.21M 1.40% New
Joseph P. Lucia & Associates, LLC history 62.69K $6.21M 1.87% New
Sharper & Granite LLC history 62.65K $6.20M 1.92% New
Atwater Malick LLC history 62.55K $6.19M 1.45% New
WHITTIER TRUST CO history 62.67K $6.18M 0.06% New
Lynch Investment Planning, LLC history 62.26K $6.16M 4.74% New
ARROW FINANCIAL CORP history 62.18K $6.15M 0.55% New
Johnson Financial Group, Inc. history 62.08K $6.14M 0.20% New
StoryOne LLC history 61.68K $6.11M 2.88% New
Arete Wealth Advisors, LLC history 61.63K $6.10M 0.20% New
Modus Advisors, LLC history 61.49K $6.09M 1.50% New
Envision Financial LLC history 61.32K $6.07M 2.80% New
GuidedMoney, LLC history 60.94K $6.03M 2.79% New
Mutual Advisors, LLC history 60.63K $6.00M 0.12% New
LPWM LLC history 60.16K $5.96M 1.32% New
BBR PARTNERS, LLC history 59.55K $5.89M 0.29% New
Apex Wealth Management, LLC history 59.51K $5.89M 3.60% New
Summit Global Investments history 59.33K $5.87M 0.32% New
DMC Group, LLC history 59.26K $5.87M 4.02% New
CARY STREET PARTNERS FINANCIAL LLC history 59.22K $5.86M 0.13% New
TWO SIGMA SECURITIES, LLC history 58.96K $5.84M 0.50% New
Invesco Ltd history 58.84K $5.82M 0.00% Add
Odyssey Group, LLC history 58.82K $5.82M 1.58% New
Canvas Wealth Advisors, LLC history 58.19K $5.76M 0.80% New
TBH Global Asset Management, LLC history 57.90K $5.73M 1.05% New
Teucrium Investment Advisors, LLC history 57.98K $5.72M 5.09% New
Golden Bell Financial Planning LLC history 57.69K $5.71M 4.20% New
Silver Grove Financial Group, Inc. history 57.69K $5.71M 3.09% New
Shelter Mutual Insurance Co history 57.66K $5.71M 1.21% New
Valeo Financial Advisors, LLC history 57.66K $5.71M 0.16% New
EIGHT 31 FINANCIAL, LLC history 57.30K $5.67M 3.37% New
Coign Capital Advisors LLC history 57.09K $5.65M 2.54% New
AE Wealth Management LLC history 56.80K $5.62M 0.03% New
Ancora Advisors LLC history 56.63K $5.60M 0.14% New
Synergy Asset Management, LLC history 56.51K $5.59M 0.53% New
THOMPSON INVESTMENT MANAGEMENT, INC. history 56.40K $5.58M 0.64% New
Sincerus Advisory, LLC history 56.09K $5.55M 3.77% New
AlTi Global, Inc. history 55.90K $5.53M 0.11% New
Glenview Trust Co history 55.73K $5.53M 0.09% New
AtlasMark Financial, Inc history 55.52K $5.50M 2.71% New
SteelPeak Wealth, LLC history 55.23K $5.47M 0.26% New
WELLINGTON-ALTUS USA INC. history 55.05K $5.47M 4.03% New
ARBOR TRUST WEALTH ADVISORS, LLC history 55.17K $5.46M 2.20% New
Independent Advisor Alliance history 54.79K $5.42M 0.13% New
Stone Wealth Partners history 54.79K $5.42M 3.96% New
ARRIEN INVESTMENTS, INC. history 54.60K $5.40M 2.73% New
TOBIAS FINANCIAL ADVISORS, INC. history 54.58K $5.40M 0.69% New
FourThought Financial Partners, LLC history 54.52K $5.40M 0.42% New
Conservest Capital Advisors, Inc. history 54.42K $5.39M 0.43% New
MorganRosel Wealth Management, LLC history 54.35K $5.38M 1.82% New
Newport Capital Group, LLC history 54.30K $5.37M 3.02% New
Impact Capital Partners LLC history 54.15K $5.36M 1.46% New
Quartz Partners, LLC history 54.03K $5.35M 1.75% New
JANE STREET GROUP, LLC history 54.00K $5.34M 0.01% New
Brendel Financial Advisors LLC history 53.80K $5.33M 2.47% New
WealthTrust Asset Management, LLC history 53.61K $5.31M 2.87% New
HEARTLAND ADVISORS INC history 53.50K $5.30M 0.24% New
Wealth Enhancement Trust Services, Inc. history 52.89K $5.28M 0.67% New
Koshinski Asset Management, Inc. history 53.29K $5.27M 0.28% New
RFG Advisory, LLC history 53.22K $5.27M 0.08% New
WBH ADVISORY INC history 53.19K $5.26M 0.35% New
SMITH SHELLNUT WILSON LLC /ADV history 53.14K $5.26M 1.96% New
INVESTED ADVISORS history 53.04K $5.25M 4.64% New
Kovack Advisors, Inc. history 53.05K $5.23M 0.25% New
RiverGlades Family Offices LLC history 52.63K $5.21M 2.39% New
Capital Management Associates, Inc history 52.53K $5.20M 1.04% New
HUB Investment Partners, LLC history 52.10K $5.16M 0.17% New
TOEWS CORP /ADV history 52.03K $5.15M 0.75% New
Patriot Financial Group Insurance Agency, LLC history 51.99K $5.15M 0.53% New
Jackson, Grant Investment Advisers, Inc. history 51.73K $5.12M 1.59% New
Empower Advisory Group, LLC history 51.73K $5.12M 0.01% New
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV history 51.55K $5.10M 1.31% New
Avail Investment Partners, LLC history 51.48K $5.10M 3.92% New
Northern Lights Advisors, Inc. history 51.15K $5.06M 2.75% New
Oxinas Partners, LLC history 50.85K $5.03M 1.98% New
LYNX CAPITAL GROUP LTD /ADV history 50.72K $5.02M 2.03% New
PlanVest Financial, Inc history 50.66K $5.01M 3.35% New
SouthState Bank Corp history 50.38K $4.99M 0.21% New
PFG Investments, LLC history 50.33K $4.98M 0.19% New
Cannon Wealth Management Services, LLC history 50.25K $4.97M 2.72% New
Flagship Private Wealth, LLC history 49.90K $4.94M 1.75% New
QUADRANT CAPITAL GROUP LLC history 49.76K $4.93M 0.14% New
E&G Advisors, LLC history 49.67K $4.92M 0.95% New
Accel Wealth Management history 49.57K $4.91M 1.10% New
MCCARTER PRIVATE WEALTH SERVICES LLC history 49.48K $4.90M 1.69% New
Wealthcare Capital Partners, LLC history 49.18K $4.87M 2.01% New
J.Safra Asset Management Corp history 49.13K $4.86M 0.22% New
MV CAPITAL MANAGEMENT, INC. history 48.92K $4.86M 0.48% New
Canton Hathaway, LLC history 48.70K $4.82M 0.93% New
Sound View Wealth Advisors Group, LLC history 48.45K $4.80M 0.30% New
NBT BANK, N.A. history 48.32K $4.78M 0.32% New
GENESIS PRIVATE WEALTH, LLC history 48.06K $4.76M 1.34% New
CROBAN history 47.73K $4.72M 2.08% New
TI-TRUST, INC history 47.62K $4.71M 2.53% New
TRUE Private Wealth Advisors history 47.44K $4.70M 0.41% New
OPPENHEIMER & CO INC history 47.40K $4.69M 0.05% New
WEST PACES ADVISORS INC. history 46.98K $4.65M 0.78% New
PKS Advisory Services, LLC history 46.86K $4.64M 0.74% New
IFS Advisors, LLC history 46.85K $4.64M 2.22% New
United Advisor Group, LLC history 46.79K $4.63M 0.51% New
Snowden Capital Advisors LLC history 46.60K $4.61M 0.11% New
DAVENPORT & Co LLC history 46.26K $4.58M 0.03% New
Park Place Capital Corp history 46.05K $4.56M 0.75% New
WEALTHCARE CAPITAL MANAGEMENT LLC history 45.79K $4.53M 0.43% New
Millennium Management history 45.76K $4.53M 0.00% New
MILLENNIUM MANAGEMENT LLC history 45.76K $4.53M 0.01% New
Merkkuri Wealth Advisors LLC history 45.63K $4.52M 2.80% New
ADIRONDACK TRUST CO history 45.50K $4.50M 1.35% New
RAFFA WEALTH MANAGEMENT, LLC history 45.28K $4.48M 0.56% New
ALPS ADVISORS INC history 45.22K $4.48M 0.02% New
STOCK YARDS BANK & TRUST CO history 45.08K $4.46M 0.13% New
5T Wealth, LLC history 44.98K $4.45M 1.66% New
Forum Private Client Group LLC history 44.76K $4.43M 1.32% New
Paladin Partners, LLC history 44.71K $4.43M 2.93% New
Ironwood Financial, llc history 45.08K $4.40M 0.69% New
PURSUIT WEALTH STRATEGIES, LLC history 44.35K $4.39M 5.71% New
ELEVATION WEALTH PARTNERS, LLC history 44.20K $4.38M 1.31% New
OpenArc Corporate Advisory, LLC history 44.17K $4.37M 0.05% New
Hudson Oak Wealth Advisory LLC history 44.05K $4.36M 3.36% New
Parallax Volatility Advisers, L.P. history 43.65K $4.32M 0.04% New
CENTRAL TRUST Co history 43.33K $4.29M 0.08% New
Pacific Park Financial, Inc. history 43.29K $4.28M 2.49% New
Bryant Woods Investment Advisors, LLC history 43.23K $4.28M 1.19% New
Focus Partners Advisor Solutions, LLC history 43.19K $4.28M 0.04% New
Intergy Private Wealth, LLC history 43.10K $4.27M 0.98% New
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV history 43.02K $4.26M 0.61% New
Vestwell Advisors, LLC history 42.95K $4.25M 1.02% New
MPS Loria Financial Planners, LLC history 42.79K $4.24M 0.97% New
LEUTHOLD GROUP, LLC history 42.76K $4.23M 0.42% New
BLUESTEM FINANCIAL ADVISORS, LLC history 42.69K $4.23M 1.48% New
Equity Wealth Partners, LLC history 42.52K $4.21M 1.51% New
Ullmann Wealth Partners Group, LLC history 42.44K $4.20M 0.38% New
WELCH & FORBES LLC history 42.38K $4.19M 0.05% New
DV Trading LLC history 42.30K $4.19M 0.34% New
Evercore Wealth Management, LLC history 41.75K $4.13M 0.06% New
TD Waterhouse Canada Inc. history 41.93K $4.13M 0.01% New
Cadia Private Client LLC history 41.45K $4.10M 2.94% New
1607 Capital Partners, LLC history 41.27K $4.08M 0.36% New
LAKE STREET PRIVATE WEALTH, LLC history 41.26K $4.08M 0.47% New
Wise Wealth Partners history 41.21K $4.08M 6.93% New
Western Wealth Management, LLC history 40.98K $4.06M 0.14% New
STERLING INVESTMENT ADVISORS LLC /ADV history 40.95K $4.05M 1.82% New
Family Investment Center, Inc. history 40.81K $4.04M 0.67% New
Charter Capital Management, LLC\DE history 40.79K $4.04M 1.79% New
CreativeOne Wealth, LLC history 40.77K $4.04M 0.09% New
Pinnacle Wealth Planning Services, Inc. history 40.57K $4.02M 0.38% New
Strive Financial Group ,LLC history 40.50K $4.01M 1.74% New
Dynamic Advisor Solutions LLC history 40.37K $4.00M 0.12% New
AUA CAPITAL MANAGEMENT, LLC history 40.23K $3.98M 1.84% New
Randall & Associates Wealth Management history 40.04K $3.96M 2.45% New
FORTERIS WEALTH MANAGEMENT INC. history 40.01K $3.96M 3.24% New
Wealth Management Associates, Inc. history 39.98K $3.96M 1.09% New
Godfrey Financial Associates, Inc. history 39.47K $3.91M 2.99% New
Midwest Trust Co history 39.12K $3.87M 0.04% New
DAVIDSON TRUST CO history 38.99K $3.86M 1.51% New
Advisor OS, LLC history 38.89K $3.85M 0.26% New
Cypress Capital Group history 38.75K $3.84M 0.36% New
Heritage Wealth Management, Inc. /CA/ history 38.67K $3.83M 1.91% New
MEITAV INVESTMENT HOUSE LTD history 38.68K $3.82M 0.03% New
KFA Private Wealth Group, LLC history 38.47K $3.81M 0.92% New
Mesirow Financial Investment Management, Inc. history 37.88K $3.75M 0.06% New
Legacy Wealth Management, LLC history 37.78K $3.74M 0.20% New
Tactive Advisors, LLC history 37.44K $3.71M 0.91% New
Stonekeep Investments, LLC history 37.42K $3.70M 2.17% New
SALEM INVESTMENT COUNSELORS INC history 37.34K $3.70M 0.09% New
Delos Wealth Advisors, LLC history 37.23K $3.69M 1.98% New
Exchange Bank history 37.02K $3.66M 2.28% New
Global Trust Wealth Management LLC history 36.86K $3.65M 2.51% New
Aspen Wealth Management LLC history 36.86K $3.65M 0.62% New
SMITH, MOORE & CO. history 36.80K $3.64M 0.24% New
NYL Investors LLC history 36.74K $3.64M 1.39% New
Bauman Advisory Group, LLC history 36.73K $3.64M 1.93% New
Financial Strategies Group, Inc. history 37.00K $3.62M 0.58% New
ELEVATUS WELATH MANAGEMENT history 36.51K $3.61M 0.88% New
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC history 36.37K $3.60M 0.47% New
Tradition Wealth Management, LLC history 36.06K $3.57M 0.22% New
Compagnie Lombard Odier SCmA history 35.87K $3.55M 0.07% New
Cheviot Value Management, LLC history 35.83K $3.55M 0.36% New
VISTA INVESTMENT PARTNERS II, LLC history 35.72K $3.54M 1.39% New
Gryphon Financial Partners LLC history 35.50K $3.51M 0.31% New
Larry Mathis Financial Planning, LLC history 35.45K $3.51M 2.83% New
Innovative Wealth Building LLC history 35.35K $3.50M 2.03% New
FIRST NATIONAL BANK OF OMAHA history 35.26K $3.49M 0.10% New
Cerity Partners Retirement Plan Advisors LLC history 34.95K $3.46M 1.45% New
BURKE & HERBERT BANK & TRUST CO history 34.82K $3.45M 0.85% New
Stronghold Wealth Management L.L.C. history 34.77K $3.44M 4.61% New
Compass Ion Advisors, LLC history 34.71K $3.44M 0.30% New
REICON WEALTH ADVISORS, LLC history 34.49K $3.41M 3.53% New
Chandler Asset Management, Inc. history 34.48K $3.41M 0.48% New
May Hill Capital, LLC history 34.16K $3.38M 0.71% New
Maxele Advisors, LLC history 34.01K $3.37M 2.35% New
GLR Partners, LLC history 33.85K $3.35M 1.57% New
FIRST TRUST ADVISORS LP history 33.37K $3.30M 0.00% New
Canal Capital Management, LLC history 33.33K $3.30M 0.40% New
TritonPoint Partners, LLC history 33.17K $3.28M 0.27% New
EFG International AG history 33.12K $3.28M 0.06% New
Capital Advisors Wealth Management, LLC history 33.06K $3.27M 0.39% New
Integrity Advisory Solutions, LLC history 33.04K $3.27M 0.34% New
TOP Private Wealth LLC. history 32.97K $3.26M 3.13% New
SYM FINANCIAL Corp history 32.90K $3.26M 0.26% New
United Community Bank history 32.84K $3.25M 1.00% New
Integrated Advisors Network LLC history 32.83K $3.25M 0.15% New
BLB&B Advisors, LLC history 32.83K $3.25M 0.12% New
Simmons Bank history 32.77K $3.24M 0.18% New
Quantum Financial Planning Services, Inc. history 32.64K $3.23M 1.00% New
Advyzon Investment Management, LLC history 32.62K $3.23M 0.23% New
Prosperity Planning, Inc. history 32.45K $3.21M 0.74% New
Invera Wealth Advisors, LLC history 32.43K $3.21M 1.72% New
1ST SOURCE BANK history 32.38K $3.20M 0.14% New
Kastel Capital Advisors, LLC history 32.27K $3.20M 2.03% New
AMERICAN NATIONAL BANK & TRUST history 32.17K $3.18M 0.27% New
Moneda S.A. Administradora General de Fondos history 32.14K $3.18M 2.61% New
PETTYJOHN, WOOD & WHITE, INC history 32.12K $3.18M 0.46% New
Accredited Investors Inc. history 32.11K $3.18M 0.14% New
Bigelow Investment Advisors, LLC history 32.01K $3.17M 1.15% New
Valpey Financial Services, LLC history 31.95K $3.16M 1.88% New
NVWM, LLC history 31.60K $3.13M 0.63% New
FIRST INTERSTATE BANK history 31.47K $3.11M 0.16% New
LEAVELL INVESTMENT MANAGEMENT, INC. history 31.46K $3.11M 0.11% New
Michels Family Financial, LLC history 31.42K $3.11M 1.99% New
SC&H Financial Advisors, Inc. history 31.34K $3.10M 0.41% New
JHP Wealth Management, LLC history 31.34K $3.10M 2.54% New
Private Wealth Asset Management, LLC history 31.32K $3.10M 0.30% New
Soltis Investment Advisors LLC history 31.29K $3.10M 0.24% New
MIRAMONTES CAPITAL, LLC history 31.09K $3.08M 0.96% New
Aries Wealth Management history 31.05K $3.07M 0.60% New
SAXON INTERESTS, INC. history 31.00K $3.07M 0.85% New
CGN Advisors LLC history 30.92K $3.06M 0.22% New
PRIVATE TRUST CO NA history 30.88K $3.06M 0.25% New
Pitcairn Wealth Advisors LLC history 30.86K $3.05M 0.34% New
KG Capital Management history 30.76K $3.04M 1.81% New
BEAM WEALTH ADVISORS, INC. history 30.59K $3.04M 0.76% New
BESSEMER GROUP INC history 30.64K $3.03M 0.00% New
Arista Wealth Management, LLC history 30.31K $3.00M 0.32% New
Clearview Wealth Management LLC history 30.07K $2.98M 1.91% New
Transamerica Financial Advisors, LLC history 30.02K $2.97M 0.25% New
Arcadia Wealth Management, LLC history 29.92K $2.96M 0.93% New
FIRST AMERICAN TRUST, FSB history 29.88K $2.96M 0.18% New
Hickory Point Bank & Trust history 29.72K $2.94M 1.78% New
Patten Group, Inc. history 29.57K $2.93M 0.46% New
Maia Wealth LLC history 29.51K $2.92M 0.43% New
Cordgrass Capital Advisors, LLC history 29.44K $2.91M 1.09% New
Cooksen Wealth, LLC history 29.37K $2.91M 1.83% New
DEARBORN PARTNERS LLC history 29.07K $2.89M 0.16% New
Hoxton Planning & Management, LLC history 29.00K $2.87M 0.75% New
BLALOCK WILLIAMS, LLC history 29.00K $2.87M 1.86% New
Pointe Capital Management LLC history 28.98K $2.87M 1.28% New
Wingate Wealth Advisors, Inc. history 28.91K $2.86M 1.26% New
Mechanics Bank Trust Department history 28.84K $2.85M 0.35% New
Hilltop Holdings Inc. history 28.84K $2.85M 0.23% New
Compass Financial Group, Inc. history 28.83K $2.85M 1.21% New
Madrona Financial Services, LLC history 28.76K $2.85M 0.53% New
BlueSky Wealth Advisors, LLC history 28.53K $2.82M 0.33% New
Stockman Wealth Management, Inc. history 28.36K $2.81M 0.29% New
SlateStone Wealth, LLC history 28.32K $2.80M 0.28% New
Alhambra Investment Management LLC history 28.25K $2.80M 1.22% New
FFT WEALTH MANAGEMENT LLC history 28.22K $2.79M 0.44% New
LAUREL OAK WEALTH MANAGEMENT, LLC history 28.09K $2.78M 0.41% New
Heritage Family Offices, LLP history 28.09K $2.78M 1.07% New
Pacific Excel Wealth Advisors, Inc. history 28.09K $2.78M 1.08% New
Fairway Wealth LLC history 28.08K $2.78M 0.64% New
New England Private Wealth Advisors LLC history 28.46K $2.77M 0.27% New
Retirement Systems of Alabama history 27.90K $2.76M 0.01% New
MCDONALD PARTNERS LLC history 27.87K $2.76M 0.67% New
Atlanta Consulting Group Advisors, LLC history 27.75K $2.75M 0.43% New
DENALI ADVISORS LLC history 27.65K $2.74M 0.28% New
Capstone Wealth Management, Inc. history 27.75K $2.73M 2.05% New
American State Bank (Iowa) history 27.62K $2.73M 1.11% New
AMG National Trust Bank history 27.56K $2.73M 0.06% New
DecisionMap Wealth Management, LLC history 27.48K $2.72M 1.52% New
ECLECTIC ASSOCIATES INC /ADV history 27.47K $2.72M 0.31% New
Rehmann Capital Advisory Group history 27.49K $2.72M 0.12% New
Aletheian Wealth Advisors LLC history 27.45K $2.72M 1.16% New
Balboa Wealth Partners history 27.37K $2.71M 0.37% New
Aviance Capital Partners, LLC history 27.36K $2.71M 0.28% New
Ascent Wealth Partners, LLC history 27.35K $2.71M 0.27% New
Gateway Wealth Partners, LLC history 27.33K $2.70M 0.17% New
LCNB CORP history 27.31K $2.70M 0.83% New
Sierra Capital LLC history 27.20K $2.69M 0.53% New
Integrated Investment Consultants, LLC history 26.85K $2.66M 0.52% New
Larson Financial Group LLC history 26.69K $2.64M 0.08% New
Retirement Wealth Solutions LLC history 26.62K $2.64M 1.45% New
Measured Wealth Private Client Group, LLC history 26.49K $2.62M 0.63% New
North Dakota State Investment Board history 26.46K $2.62M 0.11% New
XML Financial, LLC history 26.44K $2.62M 0.19% New
Clear Harbor Asset Management, LLC history 26.43K $2.62M 0.17% New
LIBERTY ONE INVESTMENT MANAGEMENT, LLC history 26.40K $2.61M 0.26% New
Occidental Asset Management, LLC history 26.36K $2.61M 0.26% New
RIK SAYLOR FINANCIAL, INC. history 26.22K $2.60M 1.72% New
Keenan, LLC history 26.16K $2.59M 1.83% New
Topor & Co. Korea history 26.14K $2.59M 2.04% New
FAMILY WEALTH PARTNERS, LLC history 25.99K $2.57M 0.79% New
HOLLENCREST CAPITAL MANAGEMENT history 25.93K $2.57M 0.24% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history 26.01K $2.56M 0.15% New
HOWLAND CAPITAL MANAGEMENT LLC history 25.83K $2.56M 0.09% New
LongView Wealth Management history 25.83K $2.56M 0.66% New
NTV ASSET MANAGEMENT LLC history 25.78K $2.55M 0.25% New
Voya Financial Advisors, Inc. history 25.65K $2.55M 0.22% New
Cyndeo Wealth Partners, LLC history 25.60K $2.53M 0.12% New
DT Investment Partners, LLC history 25.42K $2.52M 0.19% New
TOTAL INVESTMENT MANAGEMENT INC history 25.55K $2.49M 0.26% New
Asset Management Group, Inc. history 24.99K $2.47M 0.36% New
CFG Wealth Management Services, Inc. history 24.84K $2.47M 2.41% New
Christensen, King & Associates Investment Services, Inc. history 24.91K $2.47M 0.98% New
Purpose Unlimited Inc. history 24.85K $2.46M 0.09% New
Austin Wealth Management, LLC history 25.02K $2.46M 0.52% New
Heritage Wealth Management, Inc. history 24.78K $2.45M 0.61% New
Richard W. Paul & Associates, LLC history 24.74K $2.45M 0.75% New
Financial Freedom, LLC history 24.67K $2.44M 1.12% New
PRAIRIE ADVISORY, LLC history 24.52K $2.43M 0.59% New
ALPHA CAPITAL ADVISORS INC /ADV history 24.46K $2.42M 2.09% New
Wealth Alliance Advisory Group, LLC history 24.09K $2.38M 0.34% New
Core Wealth Management, Inc. history 24.08K $2.38M 0.67% New
Grey Ledge Advisors, LLC history 24.04K $2.38M 0.48% New
Lionsbridge Wealth Management LLC history 24.04K $2.38M 2.33% New
Turn8 Private Wealth Inc. history 24.02K $2.38M 1.59% New
McNaughton Wealth Management, LLC history 23.96K $2.37M 0.84% New
PSI Advisors, LLC history 23.84K $2.36M 0.55% New
Bank Julius Baer & Co. Ltd, Zurich history 23.81K $2.36M 0.01% New
Miller Capital Partners, Inc. history 23.75K $2.35M 0.94% New
Register Financial Advisors LLC history 23.74K $2.35M 0.72% New
ZENITH SOLUTIONS, INC. history 23.64K $2.34M 2.12% New
Abundance Wealth Counselors history 23.55K $2.33M 0.16% New
Trilogy Capital Inc. history 23.39K $2.32M 0.09% New
INDEPENDENT FINANCIAL GROUP, LLC history 23.24K $2.30M 0.04% New
Aptus Capital Advisors, LLC history 23.24K $2.30M 0.02% New
Auour Investments LLC history 23.15K $2.29M 0.66% New
L.K. Benson & Company, P.C. history 23.02K $2.28M 0.69% New
Keeler Thomas Management LLC history 23.02K $2.28M 0.81% New
Vernal Point Advisors, LLC history 23.01K $2.28M 0.77% New
THOMPSON SIEGEL & WALMSLEY LLC history 22.99K $2.27M 0.04% New
Edgemoor Investment Advisors, Inc. history 22.94K $2.27M 0.15% New
C2C Wealth Management, LLC history 22.79K $2.26M 1.77% New
Ballast, Inc. history 22.78K $2.25M 0.42% New
Keating Financial Advisory Services, Inc. history 22.63K $2.24M 0.29% New
Apollon Financial, LLC history 22.51K $2.23M 0.28% New
Rossby Financial, LCC history 22.48K $2.23M 0.41% New
Tassel Capital Management, Inc. history 22.41K $2.22M 1.04% New
Analyst IMS Investment Management Services Ltd. history 22.38K $2.21M 0.05% New
Waldron Private Wealth LLC history 22.34K $2.21M 0.08% New
Axis Wealth Partners, LLC history 22.34K $2.21M 1.06% New
Proficio Capital Partners LLC history 22.29K $2.21M 0.08% New
ARMSTRONG ADVISORY GROUP, INC history 22.25K $2.20M 0.13% New
FIRST NATIONAL TRUST CO history 22.19K $2.20M 0.07% New
UHLMANN PRICE SECURITIES, LLC history 22.14K $2.19M 0.08% New
Gallagher Fiduciary Advisors, LLC history 22.13K $2.19M 0.07% New
Vident Advisory, LLC history 22.11K $2.19M 0.02% New
Strategic Blueprint, LLC history 22.08K $2.19M 0.11% New
FIRST FINANCIAL BANKSHARES INC history 22.07K $2.18M 0.04% New
VestGen Advisors, LLC history 21.89K $2.17M 0.07% New
Venture Visionary Partners LLC history 21.81K $2.16M 0.08% New
Berger Financial Group, Inc history 21.74K $2.15M 0.12% New
Cherry Tree Wealth Management, LLC history 21.57K $2.14M 0.40% New
United Asset Strategies, Inc. history 21.51K $2.13M 0.15% New
Compton Financial Group, LLC history 21.51K $2.13M 0.41% New
Wall Street Financial Group, Inc. history 21.47K $2.13M 1.14% New
Pacific Capital Wealth Advisors, Inc. history 21.40K $2.12M 0.32% New
NATIONS FINANCIAL GROUP INC, /IA/ /ADV history 21.29K $2.11M 0.10% New
Strategic Wealth Partners, Ltd. history 21.23K $2.10M 0.13% New
Ignite Planners, LLC history 21.23K $2.10M 0.29% New
Riverview Trust Co history 21.20K $2.10M 2.50% New
Orcam Financial Group history 21.17K $2.10M 1.02% New
MW ADVISORY, LLC history 21.15K $2.09M 0.84% New
Quadrature Capital Ltd history 21.13K $2.09M 0.02% New
Retirement Planning Group, LLC history 21.12K $2.09M 0.05% New
WEST MICHIGAN ADVISORS, LLC history 21.03K $2.09M 0.46% New
Northstar Advisory Group, LLC history 21.00K $2.08M 0.65% New
PUREfi Wealth, LLC history 20.89K $2.07M 1.14% New
Souders Financial Advisors history 20.88K $2.07M 0.21% New
Navigation Wealth Management, Inc. history 20.85K $2.06M 2.84% New
FOUNDATIONS INVESTMENT ADVISORS, LLC history 20.83K $2.06M 0.02% New
Strategic Financial Concepts, LLC history 20.81K $2.06M 0.61% New
Narus Financial Partners, LLC history 20.72K $2.05M 0.53% New
PRICE T ROWE ASSOCIATES INC /MD/ history 20.67K $2.05M 0.00% New
Empirical Asset Management, LLC history 20.54K $2.03M 0.46% New
Diligent Investors, LLC history 20.52K $2.03M 0.45% New
Capital Investment Management, Inc. history 20.47K $2.03M 0.62% New
IFS Group,LLC history 20.44K $2.02M 2.78% New
SHUTTLEWORTH & Co history 20.27K $2.01M 1.60% New
PINNACLE ASSOCIATES LTD history 20.25K $2.00M 0.02% New
ENDEAVOR PRIVATE WEALTH, INC. history 20.17K $2.00M 0.48% New
Strathmore Capital Advisors, Inc. history 20.26K $1.98M 0.53% New
Stratos Wealth Advisors, LLC history 19.62K $1.94M 0.11% New
Chris Bulman Inc history 19.59K $1.94M 0.71% New
MONEYWISE, INC. history 19.52K $1.93M 0.72% New
TENET WEALTH PARTNERS, LLC history 19.66K $1.92M 1.43% New
American Investment Services, Inc. history 19.34K $1.91M 0.40% New
First Washington CORP history 19.34K $1.91M 0.46% New
Clear Creek Financial Management, LLC history 19.33K $1.91M 0.12% New
Blueprint Investment Partners LLC history 19.27K $1.91M 0.16% New
Jump Financial, LLC history 19.21K $1.90M 0.02% New
BASSO CAPITAL MANAGEMENT, L.P. history 19.18K $1.90M 0.48% New
Signal Advisors Wealth, LLC history 19.16K $1.90M 0.10% New
LAZARI CAPITAL MANAGEMENT, INC. history 19.16K $1.90M 0.58% New
Olde Wealth Management, LLC history 19.11K $1.89M 0.54% New
Bowie Capital Management, LLC history 19.00K $1.88M 0.12% New
Apella Capital, LLC history 19.04K $1.87M 0.03% New
Federation des caisses Desjardins du Quebec history 18.88K $1.87M 0.01% New
Ironwood Investment Counsel, LLC history 18.79K $1.86M 0.24% New
Archer Investment Management, LLC history 18.75K $1.86M 0.63% New
Wealth Dimensions Group, Ltd. history 18.73K $1.85M 0.34% New
Security Financial Services, INC. history 18.71K $1.85M 0.26% New
Biondo Investment Advisors, LLC history 18.69K $1.85M 0.23% New
R2 Capital Strategies, LLC history 18.66K $1.85M 0.84% New
Moss Adams Wealth Advisors LLC history 18.64K $1.84M 0.12% New
DAYMARK WEALTH PARTNERS, LLC history 18.52K $1.83M 0.04% New
GREENUP STREET WEALTH MANAGEMENT LLC history 18.51K $1.83M 0.22% New
Gladstone Institutional Advisory LLC history 18.48K $1.83M 0.06% New
Blueprint Financial Advisors LLC history 18.45K $1.83M 0.20% New
Alteri Wealth LLC history 18.37K $1.82M 0.50% New
Aprio Wealth Management, LLC history 18.36K $1.82M 0.09% New
Halter Ferguson Financial Inc. history 18.30K $1.81M 0.51% New
JMG Financial Group, Ltd. history 18.24K $1.81M 0.04% New
Clarity Financial LLC history 18.15K $1.80M 0.17% New
International Private Wealth Advisors LLC history 18.14K $1.80M 0.92% New
Traveka Wealth, LLC history 18.06K $1.79M 0.59% New
Bellwether Advisors, LLC history 18.03K $1.79M 0.26% New
FSA Investment Group, LLC history 18.02K $1.78M 0.58% New
MLG Wealth Management DBA Pine Grove Financial Group history 18.01K $1.78M 0.18% New
ROYAL BANK OF CANADA history 18.00K $1.78M 0.00% New
SENTINEL WEALTH MANAGEMENT, INC. history 17.96K $1.78M 1.25% New
Global View Capital Management LLC history 17.92K $1.77M 0.37% New
STEINBERGANNA WEALTH MANAGEMENT history 17.87K $1.77M 0.72% New
RBA Wealth Management, LLC history 17.82K $1.76M 0.65% New
Vawter Financial, Ltd. history 17.82K $1.76M 0.66% New
Advocacy Wealth Management, LLC history 17.82K $1.76M 0.06% New
Mainsail Financial Group, LLC history 17.70K $1.75M 0.59% New
Net Worth Advisory Group history 17.67K $1.75M 0.44% New
Independent Wealth Network Inc. history 17.66K $1.75M 0.45% New
Beacon Financial Advisory LLC history 17.63K $1.75M 0.34% New
WestHill Financial Advisors, Inc. history 17.52K $1.73M 0.29% New
Vannoy Advisory Group, Inc. history 17.38K $1.72M 0.97% New
COFG Advisors, LLC history 17.37K $1.72M 0.30% New
Iowa State Bank history 17.36K $1.72M 0.29% New
GatePass Capital, LLC history 17.34K $1.72M 0.66% New
Meridian Wealth Management, LLC history 17.32K $1.71M 0.07% New
CAHABA WEALTH MANAGEMENT, INC. history 17.20K $1.70M 0.10% New
Bakala Capital LLC history 17.18K $1.70M 7.45% New
McAdam, LLC history 17.11K $1.69M 0.07% New
StoneX Group Inc. history 17.08K $1.69M 0.07% New
Investure, LLC history 16.98K $1.68M 0.10% New
Objective Capital Management, LLC history 16.95K $1.68M 1.50% New
HBK Sorce Advisory LLC history 17.05K $1.67M 0.03% New
EVERGREEN CAPITAL MANAGEMENT LLC history 16.82K $1.66M 0.03% New
MAGNOLIA CAPITAL ADVISORS LLC history 16.72K $1.66M 0.28% New
Schiavi & Co LLC history 16.64K $1.65M 0.43% New
Pinnacle Bancorp, Inc. history 16.58K $1.64M 0.43% New
WealthShield Partners, LLC history 16.57K $1.64M 0.25% New
Carrera Capital Advisors history 16.53K $1.64M 0.24% New
Legacy Wealth Managment, LLC/ID history 16.43K $1.63M 0.69% New
PACIFIC FINANCIAL GROUP INC history 16.41K $1.62M 0.78% New
Worth Asset Management, LLC history 16.35K $1.62M 0.52% New
CPWA, LLC history 16.33K $1.62M 1.88% New
Stirlingshire Investments, Inc. history 16.31K $1.61M 1.20% New
October Effect Ltd history 16.24K $1.61M 1.51% New
Emerald Investment Advisers, LLC history 16.15K $1.60M 0.11% New
HighPoint Advisor Group LLC history 16.03K $1.59M 0.06% New
WAYCROSS PARTNERS, LLC history 16.00K $1.58M 0.14% New
Core Wealth Partners LLC history 15.95K $1.58M 0.68% New
Capital Investment Advisors, LLC history 15.90K $1.57M 0.02% New
Presidio Capital Management, LLC history 15.87K $1.57M 0.39% New
Pathway Financial Advisors LLC history 15.81K $1.56M 0.18% New
MassMutual Private Wealth & Trust, FSB history 15.67K $1.55M 0.04% New
CULBERTSON A N & CO INC history 15.64K $1.55M 0.18% New
Inscription Capital, LLC history 15.61K $1.55M 0.14% New
UMB Bank, n.a. history 15.59K $1.54M 0.02% New
Sugar Maple Asset Management, LLC history 15.54K $1.54M 0.99% New
Hayek Kallen Investment Management history 15.52K $1.54M 0.47% New
Sandhill Capital Partners LLC history 15.50K $1.53M 0.14% New
Fonville Wealth Management LLC history 15.48K $1.53M 0.25% New
SUMMIT WEALTH GROUP LLC / CO history 15.42K $1.53M 0.13% New
Sun Financial Inc history 15.67K $1.52M 0.72% New
OneAscent Financial Services LLC history 15.39K $1.52M 0.07% New
Kohmann Bosshard Financial Services, LLC history 15.29K $1.51M 0.13% New
TrustWell Financial Advisors, LLC history 15.13K $1.50M 1.27% New
Shepherd Street Advisors LLC history 15.07K $1.48M 1.30% New
Hibernia Wealth Partners, LLC history 14.82K $1.47M 0.80% New
Sepio Capital, LP history 14.79K $1.46M 0.07% New
Atlantic Union Bankshares Corp history 14.76K $1.46M 0.02% New
Orgel Wealth Management, LLC history 14.68K $1.45M 0.03% New
CAPITAL FINANCIAL GROUP INC\CO\ /ADV history 14.64K $1.45M 0.76% New
Intelligence Driven Advisers, LLC history 14.61K $1.45M 0.23% New
Miller Financial Services LLC history 14.53K $1.44M 1.20% New
HORAN Wealth, LLC history 14.50K $1.44M 0.12% New
Clark Asset Management, LLC history 14.47K $1.43M 0.11% New
NORTHEAST PLANNING ASSOCIATES, INC. / NH / history 15.44K $1.42M 1.06% New
ENTREWEALTH, LLC history 14.53K $1.42M 0.52% New
Dixon Mitchell Investment Counsel Inc. history 14.28K $1.41M 0.05% New
ANCHYRA PARTNERS LLC history 14.24K $1.41M 0.34% New
ARK & TLK INVESTMENTS, LLC history 14.18K $1.40M 0.35% New
NorthLanding Financial Partners, LLC history 14.15K $1.40M 0.97% New
Rather & Kittrell, Inc. history 14.15K $1.40M 0.20% New
CCG WEALTH MANAGEMENT, LLC history 13.94K $1.38M 0.33% New
BIP Wealth, LLC history 13.92K $1.38M 0.04% New
Private Wealth Group, LLC history 13.89K $1.37M 0.53% New
Legacy PCG, LLC history 14.13K $1.37M 6.74% New
ORRSTOWN FINANCIAL SERVICES INC history 13.88K $1.37M 0.20% New
Perennial Investment Advisors, LLC history 13.86K $1.37M 0.09% New
FIRST MANHATTAN CO. LLC. history 13.85K $1.37M 0.00% New
Faithward Advisors, LLC history 13.84K $1.37M 0.17% New
PAX Financial Group, LLC history 13.83K $1.37M 0.20% New
FIDUCIARY FINANCIAL ADVISORS history 13.75K $1.36M 0.14% New
Americana Partners, LLC history 13.73K $1.36M 0.03% New
BOK Financial Private Wealth, Inc. history 13.71K $1.36M 0.07% New
Forza Wealth Management, LLC history 13.68K $1.35M 0.41% New
W.G. Shaheen & Associates DBA Whitney & Co history 13.55K $1.34M 0.10% New
LAVELLE CAPITAL LP history 13.49K $1.33M 0.68% New
Cane Capital Partners, LLC history 13.48K $1.33M 0.85% New
Tennessee Valley Asset Management Partners history 13.46K $1.33M 0.15% New
ALTFEST L J & CO INC history 13.39K $1.33M 0.13% New
Curi Capital, LLC history 13.30K $1.32M 0.02% New
CIBC Asset Management Inc history 13.13K $1.30M 0.00% New
Providence Capital Advisors, LLC history 13.09K $1.30M 0.20% New
Alpha Financial Advisors, LLC history 13.09K $1.30M 0.36% New
CONWAY CAPITAL MANAGEMENT, INC. history 13.04K $1.29M 0.57% New
Winthrop Capital Management, LLC history 13.04K $1.29M 0.31% New
Phillips Wealth Planners LLC history 13.12K $1.29M 0.95% New
SOUTH PLAINS FINANCIAL, INC. history 13.01K $1.29M 0.69% New
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ history 12.94K $1.28M 0.01% New
Wall Capital Group, Inc. history 12.93K $1.28M 1.05% New
Ariadne Wealth Management, LP history 12.88K $1.28M 0.56% New
BridgePort Financial Solutions, LLC history 12.85K $1.27M 0.32% New
MFA Wealth Services history 12.79K $1.27M 0.76% New
TITLEIST ASSET MANAGEMENT, LLC history 12.74K $1.26M 0.09% New
Jefferies Financial Group Inc. history 12.69K $1.26M 0.02% New
LifeGoal Investments, LLC history 12.65K $1.25M 0.57% New
FOCUS Wealth Advisors, LLC history 12.60K $1.25M 0.58% New
Harvest Investment Services, LLC history 12.54K $1.24M 0.19% New
MISSION WEALTH MANAGEMENT, LP history 12.53K $1.24M 0.02% New
LPL Financial LLC history 12.50K $1.24M 0.00% New
SAGE FINANCIAL GROUP INC history 12.48K $1.24M 0.07% New
UNION SAVINGS BANK history 12.42K $1.23M 0.49% New
SHEETS SMITH WEALTH MANAGEMENT history 12.40K $1.23M 0.12% New
AFFINITY INVESTMENT ADVISORS, LLC history 12.39K $1.23M 0.62% New
Alesco Advisors, LLC, An ESL Co history 12.37K $1.22M 0.03% New
Sage Mountain Advisors LLC history 12.33K $1.22M 0.07% New
Carr Financial Group Corp history 12.24K $1.21M 0.28% New
Clarity Retirement & Wealth, LLC history 12.17K $1.20M 0.83% New
Keebeck Wealth Management history 12.16K $1.20M 0.12% New
Asset One Wealth Management LLC history 12.21K $1.20M 0.13% New
TCV Trust & Wealth Management, Inc. history 12.03K $1.19M 0.09% New
BROOKS, MOORE & ASSOCIATES, INC. history 12.00K $1.19M 0.53% New
Realta Investment Advisors history 11.99K $1.19M 0.37% New
Compass Financial Group, Inc. (Ohio) history 11.90K $1.18M 0.79% New
GARRISON POINT ADVISORS, LLC history 11.87K $1.17M 0.48% New
King Wealth Management Group history 11.84K $1.17M 0.13% New
Beacon Bridge Wealth Partners, LLC history 11.84K $1.17M 0.33% New
POTOMAC FUND MANAGEMENT INC /ADV history 11.84K $1.17M 0.03% New
BLUEDOOR PRIVATE WEALTH, LLC history 11.84K $1.17M 0.52% New
INGALLS & SNYDER LLC history 11.83K $1.17M 0.04% New
Heritage Trust Co history 11.83K $1.17M 0.10% New
Bison Wealth, LLC history 11.86K $1.17M 0.11% New
CoreCap Advisors, LLC history 11.80K $1.17M 0.04% New
SUSQUEHANNA INTERNATIONAL GROUP, LLP history 11.80K $1.17M 0.00% New
Value Investment Professionals, LLC history 11.66K $1.15M 0.97% New
Avondale Wealth Management history 11.57K $1.15M 0.47% New
Invariant Investment Management history 11.60K $1.14M 0.67% New
Balefire, LLC history 11.52K $1.14M 0.19% New
Pinnacle Wealth Management Advisory Group, LLC history 11.51K $1.14M 0.07% New
MATTERS CAPITAL LLC history 11.50K $1.14M 0.80% New
Gemmer Asset Management LLC history 11.49K $1.14M 0.08% New
Falcon Wealth Planning history 11.49K $1.14M 0.07% New
City Center Advisors, LLC history 11.37K $1.13M 0.91% New
MILESTONE ASSET MANAGEMENT, LLC history 11.26K $1.11M 0.18% New
GWN SECURITIES INC. history 11.22K $1.11M 0.19% New
WHITTIER TRUST CO OF NEVADA INC history 11.27K $1.11M 0.02% New
S Harris Financial Group, LLC history 11.11K $1.10M 0.85% New
Lee Financial Co history 11.09K $1.10M 0.14% New
Kampmann Melissa S. history 11.05K $1.09M 0.83% New
Capital Investment Advisory Services, LLC history 11.01K $1.09M 0.07% New
17 CAPITAL PARTNERS, LLC history 10.99K $1.09M 0.50% New
Summit Financial Consulting LLC history 10.99K $1.09M 0.74% New
B. Riley Wealth Advisors, Inc. history 10.82K $1.08M 0.08% New
Strategies Wealth Advisors, LLC history 10.86K $1.08M 0.10% New
Stratos Investment Management, LLC history 10.80K $1.07M 0.04% New
Rockbridge Investment Management, LCC history 10.80K $1.07M 0.09% New
Glen Eagle Advisors, LLC history 10.80K $1.07M 0.14% New
Advus Financial Partners, LLC history 10.80K $1.07M 0.30% New
CDKV HOLDINGS LLC history 10.74K $1.06M 0.83% New
TruNorth Capital Management, LLC history 10.74K $1.06M 0.17% New
TSFG, LLC history 10.67K $1.06M 0.13% New
TME FINANCIAL, INC. history 10.65K $1.05M 0.65% New
Tower Research Capital LLC (TRC) history 10.65K $1.05M 0.03% New
Fairvoy Private Wealth, LLC history 10.65K $1.05M 0.21% New
CHILDRESS CAPITAL ADVISORS, LLC history 10.65K $1.05M 0.17% New
Quest 10 Wealth Builders, Inc. history 10.62K $1.05M 0.82% New
Rede Wealth, LLC history 10.58K $1.05M 0.35% New
V2 Financial group LLC history 10.56K $1.05M 0.39% New
Genesee Capital Advisors, LLC history 10.54K $1.04M 0.33% New
Cadent Capital Advisors, LLC history 10.52K $1.04M 0.22% New
Procyon Advisors, LLC history 10.51K $1.04M 0.04% New
HANOVER ADVISORS INC history 10.47K $1.04M 0.37% New
BOURGEON CAPITAL MANAGEMENT LLC history 10.42K $1.03M 0.15% New
Turtle Creek Wealth Advisors, LLC history 10.41K $1.03M 0.05% New
Yukon Wealth Management, Inc. history 10.39K $1.03M 0.29% New
BTC Capital Management, Inc. history 10.34K $1.02M 0.06% New
CIDEL ASSET MANAGEMENT INC history 10.30K $1.02M 0.05% New
E-Wealth Partners, LLC history 10.29K $1.02M 0.74% New
Brookmont Capital Management history 10.28K $1.02M 0.55% New
Performance Wealth Partners, LLC history 10.26K $1.02M 0.03% New
Peterson Wealth Services history 10.25K $1.01M 0.22% New
M1 Capital Management LLC history 10.21K $1.01M 0.37% New
Boyd Wealth Management, LLC history 10.19K $1.01M 0.38% New
Latitude Advisors, LLC history 10.18K $1.01M 0.40% New
Northwest Bancshares, Inc. history 10.15K $1.00M 0.18% New
Cedar Point Capital Partners, LLC history 10.12K $1.00M 0.58% New
Successful Portfolios LLC history 10.19K $999.43K 0.47% New
STEEL GROVE CAPITAL ADVISORS, LLC history 10.05K $994.75K 0.09% New
Crusonia Wealth Advisors LLC history 10.02K $991.38K 0.16% New
Avion Wealth history 10.01K $990.00K 0.18% New
Fermata Advisors, LLC history 9.99K $988.72K 0.20% New
WEDBUSH SECURITIES INC history 9.93K $983.00K 0.03% New
Third View Private Wealth, LLC history 9.88K $978.22K 0.13% New
Connecticut Wealth Management, LLC history 9.84K $973.96K 0.04% New
Oak Wealth Advisors LLC history 9.82K $972.50K 0.47% New
XTX Topco Ltd history 9.79K $968.91K 0.01% New
ALM First Financial Advisors, LLC history 9.77K $966.74K 0.16% New
Ellis Investment Partners, LLC history 9.71K $960.83K 0.15% New
Smith Thornton Advisors LLC history 9.82K $959.71K 0.42% New
Carnegie Investment Counsel history 9.62K $952.58K 0.02% New
C M BIDWELL & ASSOCIATES LTD history 9.59K $948.82K 0.39% New
HRC WEALTH MANAGEMENT, LLC history 9.55K $945.48K 0.39% New
RED REEF ADVISORS LLC history 9.55K $945.17K 0.87% New
Sound Income Strategies, LLC history 9.52K $941.99K 0.04% New
VestGen Investment Management history 9.50K $940.11K 0.50% New
Sovereign Financial Group, Inc. history 9.48K $938.73K 0.15% New
Nordwand Advisors, LLC history 9.48K $937.93K 0.14% New
Activest Wealth Management history 9.47K $937.63K 0.18% New
Tolleson Wealth Management, Inc. history 9.42K $932.69K 0.13% New
Princeton Global Asset Management LLC history 9.37K $927.74K 0.13% New
Investment Advisory Group, LLC history 9.36K $925.96K 0.20% New
William Howard & Co Financial Advisors Inc history 9.34K $924.47K 0.72% New
HOGE FINANCIAL SERVICES, LLC history 9.26K $916.01K 0.44% New
Factor Wealth Management LTD history 9.24K $914.15K 0.14% New
HighMark Wealth Management LLC history 9.23K $913.60K 0.31% New
AGF MANAGEMENT LTD history 9.20K $910.62K 0.00% New
Kingdom Financial Group LLC. history 9.20K $910.61K 0.23% New
Madison Wealth Partners, Inc history 9.15K $905.77K 0.12% New
Rinkey Investments history 9.11K $901.31K 0.21% New
Capital Analysts, LLC history 9.06K $898.00K 0.02% New
Optivise Advisory Services LLC history 9.06K $896.62K 0.47% New
Petros Family Wealth, LLC history 9.06K $896.56K 0.55% New
Orin Green Financial, LLC history 9.01K $892.11K 0.33% New
Vested Financial Planning, LLC history 8.98K $889.04K 0.60% New
MMA ASSET MANAGEMENT LLC history 8.89K $880.10K 0.28% New
NOMURA ASSET MANAGEMENT CO LTD history 8.87K $877.95K 0.00% New
Tradewinds, LLC. history 19.38K $867.44K 0.20% New
BECKER CAPITAL MANAGEMENT INC history 8.76K $867.16K 0.02% New
Fiera Capital Corp history 8.75K $865.68K 0.00% New
Prairiewood Capital, LLC history 8.72K $863.11K 0.22% New
MELFA WEALTH MANAGEMENT, INC. history 8.71K $862.25K 0.47% New
Legacy Capital Group California, Inc. history 8.69K $860.54K 0.26% New
Blue Fin Capital, Inc. history 8.69K $859.93K 0.12% New
Fortitude Advisory Group L.L.C. history 8.57K $847.86K 0.32% New
Summa Corp. history 8.55K $846.28K 0.27% New
Virtue Capital Management, LLC history 8.54K $845.78K 0.11% New
BRIGHTON JONES LLC history 8.45K $836.29K 0.02% New
Guardian Partners Inc. history 8.44K $835.49K 0.07% New
VERUS WEALTH MANAGEMENT, LLC history 8.42K $833.12K 0.69% New
Finley Financial, LLC history 8.41K $832.42K 0.34% New
Argent Trust Co history 8.37K $828.07K 0.02% New
Dala Group, LLC history 8.34K $825.00K 0.68% New
CRUX WEALTH ADVISORS history 8.33K $824.51K 0.29% New
LODESTAR PRIVATE ASSET MANAGEMENT LLC history 8.32K $823.82K 0.07% New
Cynosure Group, LLC history 8.31K $822.96K 0.12% New
ATLANTIC FAMILY WEALTH, LLC history 8.25K $816.88K 0.52% New
VAUGHAN & Co SECURITIES, INC. history 8.24K $815.62K 0.38% New
Ethos Financial Group, LLC history 8.33K $812.59K 0.06% New
Veracity Capital LLC history 8.14K $805.94K 0.22% New
Evergreen Advisors, LLC history 8.10K $801.84K 0.17% New
Vantus Wealth LLC history 8.05K $797.18K 0.43% New
Rock Point Advisors, LLC history 8.04K $795.40K 0.20% New
MPWM ADVISORY SOLUTIONS, LLC history 7.98K $789.99K 0.36% New
BRADY FAMILY WEALTH, LLC history 7.97K $788.97K 0.23% New
Triumph Capital Management history 7.95K $786.69K 0.14% New
Ledyard National Bank history 7.88K $779.76K 0.07% New
ABLE Financial Group, LLC history 7.87K $778.87K 0.13% New
LVW Advisors, LLC history 7.86K $778.18K 0.07% New
BWM Planning, LLC history 7.84K $776.50K 0.18% New
Bayshore Capital Advisors, LLC history 7.83K $774.72K 0.36% New
Weil Company, Inc. history 7.79K $770.77K 0.14% New
KITCHING PARTNERS, LLC history 7.74K $766.20K 0.66% New
Bond & Devick Financial Network, Inc. history 7.72K $763.83K 0.19% New
Argyle Capital Partners, LLC history 7.71K $763.33K 0.48% New
Inman Jager Wealth Management, LLC history 7.70K $762.54K 0.41% New
NWK Group, Inc. history 7.65K $756.80K 0.23% New
Stewardship Advisors, LLC history 7.58K $749.81K 0.16% New
OUTFITTERS FINANCIAL LLC history 7.56K $748.39K 0.53% New
Farrow Financial, Inc. history 7.55K $747.50K 0.40% New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma history 7.53K $744.82K 0.01% New
Bernardo Wealth Planning LLC history 7.52K $744.43K 0.13% New
Tidemark, LLC history 7.51K $743.04K 0.17% New
ADVISORTRUST PARTNERS, LLC history 7.50K $742.85K 0.25% New
Physician Wealth Advisors, Inc. history 7.50K $742.51K 0.09% New
PALLADIEM, LLC history 7.47K $739.48K 0.72% New
SIMON QUICK ADVISORS, LLC history 7.46K $738.82K 0.03% New
Pearl Planning LLC history 7.46K $738.29K 0.34% New
GW HENSSLER & ASSOCIATES LTD history 7.44K $736.81K 0.03% New
Skyline Advisors, Inc. history 7.41K $733.15K 0.23% New
Y.D. More Investments Ltd history 7.38K $729.33K 0.02% New
Monument Capital Management history 7.36K $728.11K 0.15% New
Jacobi Capital Management LLC history 7.33K $725.23K 0.04% New
CVFG LLC history 7.32K $724.83K 0.08% New
EJMK Ventures LLC history 7.27K $719.78K 0.33% New
Advisory Alpha, LLC history 7.21K $713.72K 0.02% New
Amicus Financial Advisors, LLC history 7.20K $712.51K 0.17% New
Mayflower Financial Advisors, LLC history 7.16K $708.71K 0.06% New
Dunhill Financial, LLC history 7.14K $706.75K 0.14% New
1015 Capital Partners, LLC history 7.11K $703.65K 0.59% New
Wellington Shields & Co., LLC history 7.09K $701.77K 0.16% New
MRP Capital Investments, LLC history 7.08K $701.27K 0.52% New
Finward Bancorp history 7.08K $700.48K 0.53% New
AUGUSTINE ASSET MANAGEMENT INC history 7.05K $697.71K 0.14% New
Lifeworks Advisors, LLC history 7.02K $694.64K 0.07% New
Per Stirling Capital Management, LLC. history 7.00K $692.60K 0.07% New
Madden Advisory Services, Inc. history 6.99K $692.28K 0.25% New
Planned Solutions, Inc. history 6.99K $692.15K 0.20% New
Evernest Financial Advisors, LLC history 6.97K $689.84K 0.14% New
DROMS STRAUSS ADVISORS INC /MO/ /ADV history 6.97K $689.79K 0.16% New
OBSIDIAN CIO, LLC history 6.92K $685.15K 0.51% New
Unify Financial Advisors history 6.90K $682.96K 0.63% New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors history 6.87K $680.35K 0.07% New
Gladwyn Financial Advisors, Inc. history 6.85K $678.35K 0.42% New
POSTROCK PARTNERS LLC history 6.78K $671.48K 0.27% New
Farmers National Bank history 6.72K $665.15K 0.14% New
Clearwave Capital, LLC history 6.70K $663.31K 0.37% New
Transcendent Capital Group LLC history 6.69K $662.32K 0.26% New
J.E. Simmons & Co., P.C. history 6.67K $660.10K 0.37% New
49 WEALTH MANAGEMENT, LLC history 6.66K $659.58K 0.13% New
ALONGSIDE, LLC history 6.66K $659.58K 0.13% New
Aurdan Capital Management, LLC history 6.65K $658.22K 0.17% New
BKM Wealth Management, LLC history 6.62K $655.08K 0.23% New
Carolina Wealth Management Inc history 6.62K $655.01K 0.30% New
Talon Private Wealth, LLC history 6.57K $650.67K 0.08% New
Berkeley Capital Partners, LLC history 6.56K $649.26K 0.13% New
VICTORY FINANCIAL GROUP, LLC history 6.55K $648.13K 0.07% New
IPG Investment Advisors LLC history 6.54K $647.33K 0.09% New
Thrive Wealth Management, LLC history 6.54K $647.04K 0.09% New
Gen-Wealth Partners Inc history 6.53K $646.54K 0.18% New
REGIMEN WEALTH, LLC history 6.52K $645.59K 0.17% New
PMG Wealth Management, Inc. history 6.50K $643.37K 0.40% New
Sterling Group Wealth Management, LLC history 6.48K $640.95K 0.26% New
Tulsa Wealth Advisors, INC history 6.47K $640.45K 0.09% New
Cambridge Advisors Inc. history 6.46K $639.21K 0.11% New
TRUEFG, LLC history 6.44K $637.19K 0.15% New
Cooper Financial Group history 6.42K $635.07K 0.05% New
UPTICK PARTNERS, LLC history 6.40K $633.33K 0.10% New
KERR FINANCIAL PLANNING Corp history 6.38K $631.50K 0.71% New
JNBA Financial Advisors history 6.37K $630.80K 0.05% New
Revolve Wealth Partners, LLC history 6.35K $628.44K 0.07% New
Stone House Investment Management, LLC history 6.35K $628.09K 0.08% New
Andina Capital Management, LLC history 6.32K $625.65K 1.04% New
RW Investment Management LLC history 6.31K $624.68K 0.06% New
Blue Edge Capital, LLC history 6.30K $623.77K 0.07% New
ISTHMUS PARTNERS, LLC history 6.29K $622.58K 0.06% New
Gallagher Capital Advisors, LLC history 6.26K $619.98K 0.35% New
Central Pacific Bank - Trust Division history 6.26K $619.32K 0.06% New
Five Oceans Advisors history 6.24K $617.39K 0.20% New
DOVER ADVISORS, LLC history 6.18K $617.16K 0.25% New
MSH Capital Advisors LLC history 6.23K $616.38K 0.11% New
TMB Capital Partners, LLC history 6.18K $612.20K 0.19% New
Zinnia Wealth Advisory, LLC history 6.17K $611.00K 0.62% New
Texas Yale Capital Corp. history 6.15K $608.53K 0.01% New
MASECO LLP history 6.14K $608.09K 0.02% New
PENNINGTON PARTNERS & CO., LLC history 6.13K $606.90K 0.19% New
Stonehage Fleming Financial Services Holdings Ltd history 6.12K $606.15K 0.02% New
MidAtlantic Capital Management, Inc. history 6.11K $604.27K 0.38% New
Shepherd Financial Partners LLC history 6.01K $594.85K 0.05% New
Beta Wealth Group, Inc. history 5.98K $592.10K 0.22% New
BFSG, LLC history 5.98K $591.90K 0.05% New
Crewe Advisors LLC history 5.97K $591.21K 0.04% New
Cornerstone Wealth Management, LLC history 5.96K $589.46K 0.03% New
Uptown Financial Advisors LLC history 5.91K $585.37K 0.44% New
FIDELIS CAPITAL PARTNERS, LLC history 5.91K $585.07K 0.03% New
CALTON & ASSOCIATES, INC. history 5.88K $581.79K 0.09% New
Tilson Financial Group, Inc. history 5.87K $581.24K 0.16% New
SWP FINANCIAL LLC history 5.87K $580.91K 0.27% New
Axim Planning & Wealth history 5.83K $577.55K 1.30% New
Roberts Financial Services LLC history 5.81K $575.44K 0.17% New
Redwood Investment Management, LLC history 5.81K $575.00K 0.06% New
HALBERT HARGROVE GLOBAL ADVISORS, LLC history 5.77K $571.53K 0.03% New
Strategic Financial Services, Inc. history 5.76K $570.62K 0.03% New
OAK ASSOCIATES LTD /OH/ history 5.75K $569.23K 0.03% New
LCW Services, LLC history 5.75K $568.95K 0.25% New
Farrell Financial LLC history 5.74K $567.72K 0.31% New
POWER WEALTH MANAGEMENT LLC history 5.74K $567.65K 0.20% New
Partners in Financial Planning history 5.73K $567.16K 0.09% New
PLANWISER FINANCIAL, LLC history 5.72K $566.26K 0.39% New
Palumbo Wealth Management LLC history 5.71K $565.18K 0.12% New
Asset Allocation & Management Company, LLC history 5.69K $563.00K 0.18% New
Acorn Wealth Advisors, LLC history 5.68K $562.01K 0.14% New
Sharkey, Howes & Javer history 5.66K $560.42K 0.07% New
FLPUTNAM INVESTMENT MANAGEMENT CO history 5.62K $557.77K 0.01% New
Genesis Wealth Advisors, LLC history 5.63K $557.55K 0.33% New
WealthCare Investment Partners, LLC history 5.60K $554.52K 0.14% New
MEMBERS WEALTH LLC history 5.60K $554.06K 0.30% New
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. history 5.58K $552.29K 0.04% New
United Bank history 5.53K $547.16K 0.17% New
WILLIAM JOHN SEMPOLINSKI history 5.53K $547.16K 0.22% New
COURIER CAPITAL LLC history 5.52K $546.77K 0.03% New
GUARDIAN WEALTH ADVISORS, LLC / NC history 5.48K $542.63K 0.03% New
Wealthfront Advisers LLC history 5.47K $541.82K 0.00% New
Cottage Street Advisors LLC history 5.47K $541.20K 0.21% New
Haverford Trust Co history 5.45K $539.84K 0.01% New
Sunpointe, LLC history 5.45K $539.44K 0.15% New
Strengthening Families & Communities, LLC history 5.43K $537.08K 0.12% New
Timber Creek Capital Management LLC history 5.41K $535.48K 0.11% New
Seascape Capital Management history 5.37K $532.00K 0.13% New
CENTRAL VALLEY ADVISORS, LLC history 5.37K $531.36K 0.14% New
Lantern Wealth Advisors, LLC history 5.35K $529.35K 0.24% New
SPROTT INC. history 5.32K $526.72K 0.02% New
Graetz Wealth LLC history 5.27K $522.05K 0.42% New
Choate Investment Advisors history 5.26K $521.03K 0.01% New
MONECO ADVISORS, LLC history 5.26K $520.54K 0.03% New
PROFFITT & GOODSON INC history 5.25K $519.45K 0.07% New
Palisade Asset Management, LLC history 5.23K $517.27K 0.05% New
Attessa Capital LLC history 5.21K $515.29K 0.23% New
WARNER FINANCIAL, INC history 5.19K $514.13K 0.15% New
Roger Wittlin Investment Advisory, LLC history 5.16K $511.07K 0.40% New
Bogart Wealth, LLC history 5.16K $510.64K 0.02% New
FAS Wealth Partners, Inc. history 5.14K $508.97K 0.03% New
Foundation Wealth Management, LLC\PA history 5.13K $507.77K 0.15% New
Ameraudi Asset Management, Inc. history 5.13K $507.67K 0.23% New
Gradient Capital Advisors, LLC history 5.11K $505.49K 0.12% New
FLORIDA FINANCIAL ADVISORS, LLC history 5.03K $497.88K 0.08% New
AssuredPartners Investment Advisors, LLC history 5.02K $496.91K 0.05% New
PEAPACK GLADSTONE FINANCIAL CORP history 5.00K $495.00K 0.01% New
Hopwood Nicholas Hunter history 4.99K $494.13K 0.14% New
Selective Wealth Management, Inc. history 5.03K $493.85K 0.13% New
First Financial Bank - Trust Division history 4.99K $493.71K 0.04% New
Clare Market Investments LLC history 4.99K $493.38K 0.09% New
Centennial Bank/AR/ history 4.96K $491.34K 0.16% New
LARCH CAPITAL PARTNERS LLC history 4.96K $490.42K 0.07% New
BlueStem Wealth Partners, LLC history 4.95K $490.13K 0.05% New
Balanced Rock Investment Advisors LLC history 4.95K $489.85K 0.31% New
CHAPIN DAVIS, INC. history 4.94K $488.98K 0.09% New
Resurgent Financial Advisors LLC history 4.94K $488.66K 0.15% New
Tailwinds Wealth, LLC history 4.93K $488.10K 0.29% New
PROMETHIUM ADVISORS,LLC history 4.89K $484.21K 0.23% New
Gray Private Wealth, LLC history 4.89K $483.58K 0.21% New
SHAKER INVESTMENTS LLC/OH history 4.88K $483.16K 0.17% New
Broussard Financial Group LLC history 4.88K $482.92K 0.39% New
Glass Jacobson Investment Advisors llc history 4.87K $482.12K 0.15% New
Cornerstone Planning Group LLC history 4.93K $481.52K 0.06% New
BRASADA CAPITAL MANAGEMENT, LP history 4.84K $478.77K 0.09% New
Capital Advisors, Ltd. LLC history 4.83K $478.00K 0.05% New
Continuum Advisory, LLC history 4.83K $477.54K 0.04% New
Vontobel Holding Ltd. history 4.82K $477.08K 0.00% New
BRANDYWINE OAK PRIVATE WEALTH LLC history 4.82K $476.79K 0.04% New
Oath Planning, LLC history 4.80K $475.25K 0.35% New
Root Financial Partners, LLC history 4.80K $474.70K 0.02% New
Manulife Financial history 4.76K $471.44K 0.00% Hold
Claro Advisors Inc. history 4.71K $466.72K 0.05% New
Redhawk Wealth Advisors, Inc. history 4.71K $466.47K 0.05% New
Freedom Investment Management, Inc. history 4.68K $463.53K 0.13% New
PRUDENTIAL PLC history 4.67K $462.73K 0.00% New
Traynor Capital Management, Inc. history 4.67K $461.85K 0.04% New
IMA Advisory Services, Inc. history 4.66K $461.34K 0.03% New
Heartland Bank & Trust Co history 4.66K $460.75K 0.10% New
TSA Wealth Managment LLC history 4.64K $459.37K 0.13% New
Legacy Capital Wealth Partners, LLC history 4.63K $458.48K 0.09% New
BOSTON RESEARCH & MANAGEMENT INC history 4.63K $458.11K 0.10% New
Community Bank & Trust, Waco, Texas history 4.61K $457.00K 0.08% New
Weaver Consulting Group history 4.61K $456.27K 0.09% New
Ridge Creek Global, Inc history 4.60K $455.41K 0.35% New
Presper Financial Architects, LLC history 4.58K $453.13K 0.24% New
BG Investment Services, LLC history 4.56K $450.97K 0.33% New
Pioneer Wealth Management Group history 4.55K $450.85K 0.11% New
Dale Q Rice Investment Management Ltd history 4.55K $450.85K 0.24% New
White Lighthouse Investment Management Inc. history 4.55K $450.75K 0.06% New
Cascade Financial Partners, LLC history 4.55K $450.55K 0.04% New
Kestra Investment Management, LLC history 4.54K $449.86K 0.01% New
Joel Isaacson & Co., LLC history 4.54K $449.67K 0.01% New
Quadcap Wealth Management, LLC history 4.49K $444.12K 0.05% New
INSPIRE TRUST CO, N.A. history 4.49K $444.02K 0.06% New
Noble Family Wealth, LLC history 4.47K $442.94K 0.08% New
Valley Financial Group, Inc. history 4.44K $439.57K 0.22% New
SONATA CAPITAL GROUP INC history 4.42K $437.79K 0.14% New
Hilltop Partners LLC history 4.42K $437.79K 0.11% New
Abel Hall, LLC history 4.42K $437.19K 0.08% New
Uniting Wealth Partners, LLC history 4.42K $437.01K 0.09% New
MBL Wealth, LLC history 4.40K $435.41K 0.03% New
ROMANO BROTHERS AND COMPANY history 4.37K $432.84K 0.04% New
Peak Wealth Management LLC history 4.33K $428.68K 0.30% New
BURNEY CO/ history 4.33K $428.09K 0.01% New
Callan Family Office, LLC history 4.32K $427.69K 0.01% New
Insight Wealth Partners, LLC history 4.32K $427.10K 0.06% New
SILVER OAK SECURITIES, INCORPORATED history 4.26K $422.00K 0.03% New
Bright Futures Wealth Management, LLC. history 4.26K $421.68K 0.27% New
First Command Advisory Services, Inc. history 4.24K $420.07K 0.00% New
FWG Holdings, LLC history 4.31K $420.05K 0.15% New
Hills Bank & Trust Co history 4.22K $417.30K 0.02% New
Winthrop Advisory Group LLC history 4.21K $417.17K 0.03% New
Barnes Dennig Private Wealth Management LLC history 4.20K $415.81K 0.33% New
GFS Advisors, LLC history 1.00K $415.72K 0.05% New
Life Planning Partners, Inc history 4.20K $415.60K 0.31% New
Carmel Capital Partners, LLC history 4.20K $415.30K 0.15% New
LM Advisors LLC history 4.19K $415.00K 0.05% New
New World Advisors LLC history 4.17K $413.12K 0.07% New
Werba Rubin Papier Wealth Management history 4.17K $413.04K 0.05% New
Fourth Dimension Wealth, LLC history 4.16K $411.95K 0.13% New
Hanson & Doremus Investment Management history 4.16K $411.00K 0.04% New
Synergy Financial Group, LTD history 4.15K $410.77K 0.30% New
Johnson Bixby & Associates, LLC history 4.14K $409.58K 0.05% New
Altura Wealth Advisors Inc. history 4.14K $409.47K 0.14% New
AVENIR CORP history 4.08K $404.23K 0.05% New
PATTEN & PATTEN INC/TN history 4.08K $404.04K 0.02% New
WealthCollab, LLC history 4.08K $404.04K 0.15% New
Heritage Wealth Advisors history 4.08K $403.33K 0.01% New
Missouri Trust & Investment Co history 4.14K $403.31K 0.11% New
Pine Ridge Advisers LLC history 4.05K $400.64K 0.03% New
Consolidated Portfolio Review Corp history 4.05K $400.64K 0.03% New
Manuka Financial, LLC history 4.02K $397.62K 0.21% New
Alliance Wealth Advisors, LLC /UT history 4.01K $397.01K 0.07% New
VISION FINANCIAL MARKETS LLC history 4.00K $395.92K 0.34% New
Gouws Capital LLC history 4.00K $395.92K 0.18% New
Torrey-Payne Wealth Management, LLC history 4.00K $395.92K 0.33% New
EWA, LLC history 4.00K $395.79K 0.07% New
CJM Wealth Advisers, Ltd. history 4.00K $395.52K 0.10% New
VERUS CAPITAL PARTNERS, LLC history 3.99K $395.08K 0.02% New
GERMAN AMERICAN BANCORP, INC. history 3.98K $393.94K 0.03% New
Advisory Resource Group history 3.98K $393.68K 0.06% New
Centric Wealth Management history 3.99K $393.08K 0.06% New
Lewis Asset Management, LLC history 3.97K $392.96K 0.14% New
WAYSTONE ADVISORS LLC history 3.97K $392.95K 0.29% New
One Wealth Management Investment & Advisory Services, LLC history 3.97K $392.75K 0.41% New
Trust Co of the South history 3.96K $391.76K 0.06% New
W ADVISORS, LLC history 3.95K $390.87K 0.18% New
NORTH DALLAS BANK & TRUST CO history 3.94K $389.98K 0.23% New
ASSOCIATED BANC-CORP history 3.94K $389.78K 0.01% New
Brickley Wealth Management history 3.93K $389.41K 0.06% New
Portus Wealth Advisors, LLC history 3.92K $387.51K 0.32% New
FIRETHORN WEALTH PARTNERS, LLC history 3.90K $386.20K 0.12% New
Citadel Advisors history 3.90K $386.02K 0.00% Reduce
Coastal Bridge Advisors, LLC history 3.90K $385.73K 0.02% New
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN history 3.96K $385.58K 0.08% New
Moors & Cabot, Inc. history 3.89K $385.42K 0.02% New
SSA SWISS ADVISORS AG history 3.89K $385.03K 0.15% New
Portside Wealth Group, LLC history 3.88K $384.44K 0.05% New
Summit Financial Strategies, Inc. history 3.87K $382.90K 0.03% New
American Trust history 3.86K $382.16K 0.03% New
BANK HAPOALIM BM history 3.84K $380.00K 0.03% New
BIRCH FINANCIAL GROUP, LLC history 3.83K $379.37K 0.20% New
Y-Intercept (Hong Kong) Ltd history 3.83K $378.99K 0.01% New
Woodside Wealth Management LLC history 3.81K $377.21K 0.26% New
HFG Wealth Management, LLC history 3.81K $376.69K 0.38% New
HCR Wealth Advisors history 3.79K $375.63K 0.03% New
Advance Capital Management, Inc. history 3.79K $375.09K 0.01% New
Diversified Portfolios, Inc. history 3.78K $374.05K 0.03% New
TUDOR INVESTMENT CORP ET AL history 3.77K $373.55K 0.00% New
XY Planning Network, Inc. history 3.74K $369.78K 0.05% New
Krilogy Financial LLC history 3.73K $369.64K 0.01% New
Financial Sense Advisors, Inc. history 3.73K $369.38K 0.08% New
KLCM Advisors, Inc. history 3.73K $369.12K 0.04% New
Cornerstone Financial Group, LLC /NE/ history 3.72K $368.56K 0.23% New
SSI INVESTMENT MANAGEMENT LLC history 3.72K $368.21K 0.03% New
Creative Capital Management Investments LLC history 3.72K $367.81K 0.09% New
Carter Financial Group, INC. history 3.71K $367.37K 0.19% New
CAP Partners, LLC history 3.70K $366.06K 0.18% New
Storgate, LLC history 3.70K $366.03K 0.08% New
Note Advisors, LLC history 3.69K $365.73K 0.16% New
SYKON CAPITAL LLC history 3.69K $365.04K 0.11% New
SENTINEL PENSION ADVISORS, LLC history 3.72K $365.03K 0.05% New
ROTHSCHILD INVESTMENT LLC history 3.69K $364.99K 0.01% New
FINANCIAL CONSULATE, INC history 3.68K $364.54K 0.04% New
MONTAG A & ASSOCIATES INC history 3.68K $364.15K 0.02% New
Evolution Wealth Advisors, LLC history 3.68K $363.95K 0.04% New
SOA Wealth Advisors, LLC. history 3.68K $363.90K 0.06% New
Strategic Investment Solutions, Inc. /IL history 3.67K $363.65K 0.08% New
4WEALTH ADVISORS, INC. history 3.64K $361.91K 0.28% New
HOHIMER WEALTH MANAGEMENT, LLC history 3.65K $361.57K 0.05% New
FINANCIAL MANAGEMENT NETWORK INC history 3.66K $359.79K 0.05% New
Northstar Group, Inc. history 3.63K $359.30K 0.05% New
SIH Partners, LLLP history 3.62K $358.31K 0.02% New
Plum Street Advisors, LLC history 3.61K $357.42K 0.11% New
BEACON FINANCIAL GROUP history 3.61K $357.22K 0.03% New
CENTAURUS FINANCIAL, INC. history 3.61K $357.00K 0.01% New
Philip James Wealth Mangement, LLC history 3.60K $356.62K 0.04% New
Endowment Wealth Management, Inc. history 3.58K $354.37K 0.14% New
ROCKLAND TRUST CO history 3.58K $354.25K 0.01% New
Peregrine Asset Advisers, Inc. history 3.58K $354.10K 0.08% New
Buttonwood Financial Group, LLC history 3.57K $353.75K 0.20% New
WATERS PARKERSON & CO., LLC history 3.57K $353.36K 0.02% New
GAMMA Investing LLC history 3.56K $352.86K 0.01% New
SeaCrest Wealth Management, LLC history 3.56K $352.07K 0.04% New
Apeiron RIA LLC history 3.56K $352.01K 0.09% New
Everhart Financial Group, Inc. history 3.55K $351.48K 0.02% New
Northwest Wealth Advisors, LLC history 3.53K $349.17K 0.20% New
Rockingstone Advisors LLC history 3.50K $346.43K 0.14% New
Symphony Financial, Ltd. Co. history 3.47K $344.11K 0.04% New
Trek Financial, LLC history 3.47K $343.28K 0.02% New
Wood Tarver Financial Group, LLC history 3.47K $343.00K 0.08% New
Topsail Wealth Management, LLC history 3.46K $341.93K 0.04% New
EDMOND DE ROTHSCHILD HOLDING S.A. history 3.45K $341.38K 0.01% New
Impact Partnership Wealth, LLC history 3.45K $341.09K 0.03% New
Ascentis Wealth Management, LLC history 341.06K $341.06K 0.05% New
Silverleafe Capital Partners, LLC history 3.44K $340.97K 0.09% New
Brand Asset Management Group, Inc. history 3.43K $339.81K 0.07% New
MARINO, STRAM & ASSOCIATES LLC history 3.43K $339.50K 0.05% New
Stephenson & Company, Inc. history 3.42K $338.71K 0.16% New
CUTLER INVESTMENT COUNSEL LLC history 3.39K $335.84K 0.03% New
Segment Wealth Management, LLC history 3.39K $335.74K 0.02% New
25 LLC history 3.39K $335.66K 0.09% New
Karpus Management, Inc. history 3.38K $335.05K 0.01% New
Everstar Asset Management, LLC history 16.60K $334.76K 0.16% New
Linden Thomas Advisory Services, LLC history 3.36K $332.13K 0.03% New
KPP Advisory Services LLC history 3.35K $331.61K 0.04% New
Rise Advisors, LLC history 3.34K $331.00K 0.09% New
Financial Management Professionals, Inc. history 3.34K $330.16K 0.03% New
Westshore Wealth, LLC history 3.33K $330.00K 0.10% New
Leading Edge Financial Planning LLC history 3.33K $329.51K 0.06% New
ST GERMAIN D J CO INC history 3.32K $328.61K 0.01% New
First Heartland Consultants, Inc. history 3.31K $327.87K 0.02% New
10Elms LLP history 3.30K $326.79K 0.14% New
Petix & Botte Co history 3.30K $326.31K 0.07% New
Allianz Asset Management GmbH history 3.28K $325.61K 0.00% New
Clearstead Trust, LLC history 3.27K $323.47K 0.04% New
Index Technologies Group LLC history 3.26K $323.07K 0.26% New
Quantum Portfolio Management LLC history 3.26K $323.07K 0.12% New
SHP Wealth Management history 3.25K $322.07K 0.02% New
MIDDLETON & CO INC/MA history 3.25K $321.69K 0.03% New
CREATIVE FINANCIAL DESIGNS INC /ADV history 3.25K $321.55K 0.01% New
Harel Insurance Investments & Financial Services Ltd. history 3.23K $320.00K 0.00% New
JIM SAULNIER & ASSOCIATES, LLC history 3.23K $319.82K 0.13% New
ALERUS FINANCIAL NA history 3.22K $318.81K 0.01% New
Capital Asset Managemnet, LLC history 3.22K $318.76K 0.72% New
Tempus Wealth Planning, LLC history 3.21K $317.92K 0.06% New
Riverbend Wealth Management, LLC history 3.20K $316.53K 0.17% New
Meadow Creek Wealth Advisors LLC history 3.17K $313.57K 0.19% New
Traub Capital Management LLC history 3.16K $312.78K 0.28% New
21 West Wealth Management LLC history 3.14K $310.60K 0.27% New
FINANCIAL LIFE ADVISORS history 3.14K $310.50K 0.09% New
Stelac Advisory Services LLC history 3.14K $310.40K 0.06% New
Strategic Investment Advisors / MI history 3.13K $309.63K 0.02% New
VOISARD ASSET MANAGEMENT GROUP, INC. history 3.11K $307.53K 0.06% New
RDA Financial Network history 3.09K $305.73K 0.07% New
Pines Wealth Management, LLC history 3.06K $303.18K 0.09% New
Tyche Wealth Partners LLC history 3.06K $303.00K 0.04% New
WINCAP FINANCIAL LLC history 3.06K $302.81K 0.16% New
Caerus Investment Advisors, LLC history 3.05K $301.80K 0.11% New
HFG Advisors, Inc. history 3.04K $301.30K 0.19% New
TRUST CO OF VERMONT history 3.04K $301.20K 0.01% New
LEE DANNER & BASS INC history 3.04K $301.10K 0.02% New
Millstone Evans Group, LLC history 3.01K $298.03K 0.16% New
GABLES CAPITAL MANAGEMENT INC. history 3.00K $296.94K 0.11% New
Commerce Advisors, LLC history 3.00K $296.45K 0.16% New
Odyssey Capital Advisors, Inc. history 2.99K $295.97K 0.21% New
Chancellor Financial Group WB LP history 2.99K $295.59K 0.18% New
Hardin Capital Partners, LLC history 2.97K $294.29K 0.14% New
RETIREMITTEN FINANCIAL LLC history 2.97K $294.27K 0.12% New
Bank OZK history 2.97K $293.67K 0.09% New
DEFINED WEALTH MANAGEMENT, LLC history 2.96K $293.18K 0.15% New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad history 2.96K $293.11K 0.01% New
LightSquare Wealth Management, LLC history 2.95K $292.29K 0.20% New
Parkshore Wealth Management, Inc. history 2.95K $292.02K 0.08% New
Coppell Advisory Solutions LLC history 1.22K $291.89K 0.02% New
Reyes Financial Architecture, Inc. history 2.94K $291.40K 0.16% New
Parcion Private Wealth LLC history 2.92K $289.14K 0.02% New
Trueblood Wealth Management, LLC history 2.90K $287.54K 0.10% New
Ergawealth Advisors, Inc. history 2.90K $287.54K 0.11% New
NOESIS CAPITAL MANGEMENT CORP history 2.90K $287.34K 0.04% New
CASTLE WEALTH MANAGEMENT LLC history 2.90K $287.24K 0.09% New
Williams Jones Wealth Management, LLC. history 2.90K $287.04K 0.00% New
EVERETT HARRIS & CO /CA/ history 2.89K $286.25K 0.00% New
Lauer Wealth, LLC history 2.92K $286.16K 0.17% New
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC history 2.89K $285.95K 0.03% New
Cypress Wealth Services, LLC history 2.86K $282.79K 0.04% New
BNC WEALTH MANAGEMENT, LLC history 2.85K $282.39K 0.07% New
FSM Wealth Advisors, LLC history 2.85K $282.03K 0.03% New
Elite Financial, Inc. history 2.85K $282.00K 0.11% New
Operose Advisors LLC history 2.85K $281.80K 0.05% New
ANCHOR CAPITAL ADVISORS LLC history 2.84K $281.10K 0.01% New
PENSION & WEALTH MANAGEMENT ADVISORS, INC. history 2.82K $279.50K 0.07% New
Stordahl Capital Management, Inc. history 2.82K $278.93K 0.05% New
Echo45 Advisors LLC history 2.81K $278.63K 0.14% New
Anchor Investment Management, LLC history 2.81K $277.96K 0.02% New
Courage Miller Partners, LLC history 2.81K $277.64K 0.07% New
CADINHA & CO LLC history 2.80K $277.57K 0.04% New
KILEY JUERGENS WEALTH MANAGEMENT, LLC history 2.79K $276.37K 0.04% New
Benin Management CORP history 2.79K $276.35K 0.06% New
Phocas Financial Corp. history 2.79K $276.25K 0.04% New
Stonebridge Capital Advisors LLC history 2.79K $275.66K 0.02% New
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. history 2.78K $275.46K 0.10% New
Braun-Bostich & Associates Inc. history 2.77K $274.57K 0.15% New
HILLTOP WEALTH ADVISORS, LLC history 2.77K $273.98K 0.14% New
ARS Wealth Advisors Group, LLC history 2.76K $273.00K 0.02% New
Quent Capital, LLC history 2.75K $272.59K 0.02% New
Financial Advisors Network, Inc. history 2.75K $272.10K 0.03% New
DUNCKER STREETT & CO INC history 2.73K $270.67K 0.05% New
Pine Haven Investment Counsel, Inc history 2.73K $270.12K 0.18% New
WOLFF WIESE MAGANA LLC history 2.73K $269.92K 0.12% New
LYELL WEALTH MANAGEMENT, LP history 2.72K $269.23K 0.02% New
Adirondack Capital Advisors, LLC history 2.72K $269.13K 0.14% New
New Republic Capital, LLC history 2.71K $268.52K 0.06% New
Schneider Downs Wealth Management Advisors, LP history 2.69K $266.36K 0.03% New
WP Advisors, LLC history 2.69K $266.34K 0.06% New
WETZEL INVESTMENT ADVISORS, INC. history 2.68K $265.49K 0.09% New
Hobbs Group Advisors, LLC history 2.67K $264.00K 0.07% New
HOWARD FINANCIAL SERVICES, LTD. history 2.66K $263.51K 0.03% New
ENTRUST FINANCIAL LLC history 2.64K $261.32K 0.17% New
Wellington Shields Capital Management, LLC history 2.63K $260.42K 0.03% New
Linscomb Wealth, Inc. history 2.62K $259.85K 0.01% New
Acropolis Investment Management, LLC history 2.61K $259.43K 0.01% New
Orca Investment Management, LLC history 2.62K $259.23K 0.24% New
Holistic Financial Partners history 2.61K $258.63K 0.16% New
Northstar Financial Companies, Inc. history 2.61K $258.37K 0.17% New
Hexagon Capital Partners LLC history 2.61K $257.90K 0.04% New
Thomasville National Bank history 2.60K $257.84K 0.01% New
Prudent Man Advisors, LLC history 2.60K $257.15K 0.06% New
Maltin Wealth Management, Inc. history 2.60K $256.88K 0.09% New
Selby Wealth Management, LLC history 2.59K $255.98K 0.09% New
AFT, FORSYTH & COMPANY, INC. history 2.58K $255.89K 0.12% New
Three Bearings Fiduciary Advisors, Inc. history 2.58K $255.86K 0.23% New
DB&C Advisors, LLC history 2.58K $255.69K 0.28% New
PROTECTIVE LIFE CORP history 2.58K $255.47K 1.82% New
FIDELITY D & D BANCORP INC history 2.57K $254.48K 0.09% New
CHILTON CAPITAL MANAGEMENT LLC history 2.57K $254.38K 0.01% New
Bravias Capital Group, LLC history 2.57K $253.96K 0.15% New
Founders Financial Alliance, LLC history 2.56K $253.85K 0.03% New
Icon Wealth Advisors, LLC history 2.56K $253.82K 0.01% New
Syverson Strege & Co history 2.56K $253.55K 0.06% New
Two West Capital Advisors LLC history 2.58K $253.02K 0.13% New
Strategent Financial, LLC history 2.55K $252.40K 0.14% New
McElhenny Sheffield Capital Management, LLC history 2.54K $251.90K 0.06% New
Harbour Capital Advisors, LLC history 2.56K $251.09K 0.05% New
Ballast Rock Private Wealth LLC history 2.52K $249.83K 0.12% New
OMNI 360 Wealth, Inc. history 2.51K $248.29K 0.12% New
Allen Mooney & Barnes Investment Advisors LLC history 2.51K $248.01K 0.04% New
TL Private Wealth history 2.52K $247.96K 0.09% New
Landing Point Financial Group, LLC history 2.50K $247.34K 0.08% New
Brady Martz Wealth Solutions, LLC history 2.50K $247.19K 0.04% New
BOSTON FAMILY OFFICE LLC history 2.50K $247.00K 0.01% New
Ballentine Partners, LLC history 2.48K $245.63K 0.00% New
WEALTHGARDEN F.S. LLC history 2.46K $243.79K 0.14% New
Allied Investment Advisors, LLC history 2.45K $242.40K 0.03% New
Raab & Moskowitz Asset Management LLC history 2.44K $241.21K 0.05% New
West Branch Capital LLC history 2.43K $240.52K 0.06% New
WealthTrust Axiom LLC history 2.42K $239.83K 0.05% New
Brooklyn FI, LLC history 2.45K $239.20K 0.04% New
CARY STREET PARTNERS INVESTMENT ADVISORY LLC history 2.41K $238.95K 0.05% New
Tenzing Financial LLC history 2.42K $238.56K 0.16% New
Addison Advisors LLC history 2.41K $238.34K 0.11% New
Aull & Monroe Investment Management Corp history 2.40K $237.95K 0.10% New
SilverOak Wealth Management LLC history 2.39K $236.54K 0.03% New
Essex Bank history 2.39K $236.16K 0.05% New
David J Yvars Group history 2.38K $235.91K 0.11% New
SIGNATUREFD, LLC history 2.38K $235.70K 0.00% New
MN Wealth Advisors, LLC history 2.38K $235.67K 0.10% New
Taylor & Morgan Wealth Management, LLC history 2.38K $235.46K 0.12% New
Mission Creek Capital Partners, Inc. history 2.38K $235.43K 0.04% New
Silver Oak Advisory Group, Inc. history 2.38K $235.00K 0.09% New
Kings Path Partners LLC history 2.37K $234.78K 0.06% New
Aspen Capital Management, LLC history 2.36K $233.97K 0.05% New
MORRIS FINANCIAL CONCEPTS, INC. history 2.35K $233.00K 0.07% New
CAHILL FINANCIAL ADVISORS INC history 2.35K $232.84K 0.02% New
UNIVEST FINANCIAL Corp history 2.33K $230.72K 0.01% New
Old Port Advisors history 2.33K $230.23K 0.05% New
Dogwood Wealth Management LLC history 2.33K $230.13K 0.09% New
Cassilly Financial Group LLC history 2.31K $228.74K 0.17% New
HERITAGE OAK WEALTH ADVISORS LLC history 2.30K $227.85K 0.07% New
Portfolio Resources Advisor Group, Inc. history 2.29K $227.06K 0.19% New
Obermeyer Wealth Partners history 2.29K $226.66K 0.01% New
Magnus Financial Group LLC history 2.28K $225.64K 0.02% New
Fortune Financial Advisors, LLC history 2.27K $224.78K 0.10% New
Brookwood Investment Group LLC history 2.27K $224.69K 0.03% New
SILVERLAKE WEALTH MANAGEMENT LLC history 2.27K $224.44K 0.04% New
BANQUE PICTET & CIE SA history 2.26K $223.79K 0.00% New
American Financial Advisors, LLC history 2.25K $223.21K 0.03% New
Daner Wealth Management, LLC history 2.28K $222.73K 0.12% New
Certified Advisory Corp history 2.25K $222.64K 0.02% New
Vermillion & White Wealth Management Group, LLC history 2.24K $222.01K 0.11% New
XXI WEALTH, LLC history 2.24K $221.72K 0.10% New
Innovative Asset Advisors Group, LLC history 2.23K $220.82K 0.10% New
VESTIA PERSONAL WEALTH ADVISORS history 2.22K $220.28K 0.09% New
3EDGE Asset Management, LP history 2.21K $219.04K 0.01% New
SILVER OAK WEALTH ADVISORS SERVICES, LLC history 2.21K $218.91K 0.13% New
SageGuard Financial Group, LLC history 2.21K $218.30K 0.03% New
Keystone Financial Group history 2.20K $217.66K 0.01% New
Essex Financial Services, Inc. history 2.18K $216.15K 0.01% New
Ring Mountain Capital, LLC history 2.17K $214.26K 0.09% New
SPRENG CAPITAL MANAGEMENT, INC. history 2.15K $213.00K 0.08% New
ASL Financial, LLC history 2.15K $212.71K 0.15% New
Gradient Investments LLC history 2.15K $212.54K 0.00% New
Annex Advisory Services, LLC history 2.14K $211.72K 0.00% New
Invst, LLC history 2.13K $211.23K 0.02% New
Keystone Wealth Services, LLC history 2.13K $210.96K 0.04% New
DELTA FINANCIAL ADVISORS LLC history 2.13K $210.88K 0.05% New
STEVENS CAPITAL PARTNERS history 2.13K $210.64K 0.04% New
HAZLETT, BURT & WATSON, INC. history 2.13K $210.00K 0.06% New
Stonebridge Financial Group, LLC/CA history 2.13K $210.00K 0.03% New
New Capital Management LP history 2.12K $209.58K 0.05% New
CPR Investments Inc. history 2.11K $208.76K 0.16% New
Capital Investment Counsel, Inc history 2.10K $207.86K 0.02% New
Essex LLC history 2.10K $207.81K 0.03% New
Ballew Advisors, Inc history 2.10K $207.38K 0.11% New
DIVERSIFIED MANAGEMENT INC history 2.10K $207.36K 0.04% New
TRUST CO OF TOLEDO NA /OH/ history 2.08K $206.27K 0.02% New
Pasadena Private Wealth, LLC history 2.08K $206.17K 0.03% New
Rosenberg Matthew Hamilton history 2.08K $206.08K 0.04% New
Elevation Wealth Management LLC history 2.07K $205.23K 0.16% New
Wealth Architects, LLC history 2.07K $205.09K 0.02% New
Naviter Wealth, LLC history 2.07K $204.92K 0.02% New
Key FInancial Inc history 2.07K $204.83K 0.03% New
Towneley Capital Management, Inc / DE history 2.07K $204.49K 0.04% New
LaSalle St. Investment Advisors, LLC history 2.06K $204.37K 0.03% New
Blake Schutter Theil Wealth Advisors, LLC history 2.06K $204.24K 0.14% New
CAPE COD FIVE CENTS SAVINGS BANK history 2.06K $204.00K 0.02% New
Beacon Capital Management, LLC history 2.05K $203.28K 0.03% New
Nicholas Wealth, LLC. history 2.05K $203.08K 0.11% New
Benchmark Financial, LLC history 2.05K $203.06K 0.17% New
PENNEY FINANCIAL, LLC history 2.05K $202.81K 0.07% New
OneAscent Wealth Management LLC history 2.05K $202.71K 0.06% New
Crescent Grove Advisors, LLC history 2.05K $202.63K 0.02% New
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC history 2.04K $202.02K 0.00% New
Oakworth Capital, Inc. history 2.04K $201.86K 0.01% New
Allegheny Financial Group history 2.03K $201.15K 0.02% New
Farmers & Merchants Trust Co of Long Beach history 2.03K $200.73K 0.04% New
Keener Financial Planning LLC history 2.03K $200.00K 0.07% New
RICHARDS, MERRILL & PETERSON, INC. history 1.99K $197.27K 0.06% New
VANGUARD ADVISERS INC history 1.99K $196.95K 0.00% New
MOTCO history 1.99K $196.77K 0.02% New
Point Nemo Capital, LLC history 1.98K $195.88K 0.10% New
FWL INVESTMENT MANAGEMENT, LLC history 1.96K $194.26K 0.04% New
Winch Advisory Services, LLC history 1.91K $188.79K 0.04% New
Cape Investment Advisory, Inc. history 1.89K $187.00K 0.05% New
Synergy Investment Management, LLC history 1.83K $181.53K 0.04% New
EVOLUTION WEALTH MANAGEMENT INC. history 1.83K $180.70K 0.11% New
Independence Bank of Kentucky history 1.80K $177.77K 0.02% New
Salomon & Ludwin, LLC history 1.80K $177.30K 0.01% New
Rice Partnership, LLC history 1.77K $175.10K 0.02% New
CNB Bank history 1.77K $174.80K 0.07% New
MATRIX PRIVATE CAPITAL GROUP LLC history 1.74K $172.62K 0.07% New
Midwest Capital Advisors, LLC history 1.74K $172.34K 0.07% New
DELTA ASSET MANAGEMENT LLC/TN history 1.73K $170.74K 0.01% New
CrossGen Wealth, LLC history 1.71K $169.16K 0.13% New
Centerpoint Advisors, LLC history 1.70K $168.00K 0.05% New
Rossmore Private Capital history 1.69K $167.47K 0.01% New
Crews Bank & Trust history 1.69K $167.08K 0.02% New
BankChampaign, National Association history 1.68K $166.19K 0.13% New
COMPASS FINANCIAL MANAGEMENT LLC history 1.65K $161.89K 0.02% New
Bank of New Hampshire history 1.62K $160.84K 0.03% New
ANGELES WEALTH MANAGEMENT, LLC history 1.60K $158.07K 0.01% New
HHM Wealth Advisors, LLC history 1.57K $155.78K 0.02% New
AMERIFLEX GROUP, INC. history 1.51K $149.88K 0.06% New
Joseph Group Capital Management history 1.51K $149.16K 0.03% New
FLAGSHIP WEALTH ADVISORS, LLC history 1.50K $148.07K 0.03% New
Friedenthal Financial history 1.45K $143.72K 0.07% New
Walsh & Associates, LLC history 1.44K $142.94K 0.12% New
FIRST FINANCIAL CORP /IN/ history 1.44K $142.13K 0.05% New
BAYBAN history 1.43K $141.15K 0.11% New
Avidian Wealth Enterprises, LLC history 1.40K $138.57K 0.00% New
Lavaca Capital LLC history 1.40K $138.57K 0.03% New
OXFORD FINANCIAL GROUP, LTD. LLC history 1.37K $135.41K 0.01% New
VALLEY WEALTH MANAGERS, INC. history 1.36K $134.50K 0.01% New
Atomic Invest LLC history 1.31K $130.63K 0.01% New
Pioneer Family Office, LLC history 1.31K $129.56K 0.07% New
Indiana Trust & Investment Management Co history 1.30K $128.38K 0.04% New
Ritter Daniher Financial Advisory LLC / DE history 1.29K $127.69K 0.02% New
Pacifica Partners Inc. history 1.29K $127.14K 0.04% New
Integrity Financial Corp /WA history 1.27K $125.41K 0.06% New
CALDWELL SUTTER CAPITAL, INC. history 1.26K $124.85K 0.05% New
Wellington Grp LLC history 1.25K $124.19K 0.04% New
N.E.W. Advisory Services LLC history 1.20K $119.13K 0.01% New
PINNEY & SCOFIELD, INC. history 1.19K $117.98K 0.06% New
Richardson Capital Management LLC history 1.19K $117.49K 0.05% New
Banque Cantonale Vaudoise history 1.10K $109.00K 0.00% New
Nemes Rush Group LLC history 1.09K $107.97K 0.01% New
CONSULTIVA WEALTH MANAGEMENT, CORP. history 1.08K $107.39K 0.24% New
Pflug Koory, LLC history 1.05K $104.21K 0.04% New
Archer Investment Corp history 1.05K $103.66K 0.02% New
Smallwood Wealth Investment Management, LLC history 1.04K $102.74K 0.04% New
Cranbrook Wealth Management, LLC history 1.03K $102.44K 0.02% New
Breakwater Investment Management history 1.03K $102.22K 0.04% New
Darwin Wealth Management, LLC history 1.03K $102.15K 0.03% New
SkyView Investment Advisors, LLC history 1.00K $99.00K 0.08% New
Mechanics Financial Corp history 1.00K $98.98K 0.04% New
Institute for Wealth Management, LLC. history 1.00K $98.96K 0.01% New
Rialto Wealth Management, LLC history 992 $98.19K 0.02% New
Beaird Harris Wealth Management, LLC history 988 $97.75K 0.01% New
Biltmore Family Office, LLC history 973 $96.31K 0.01% New
Bangor Savings Bank history 960 $95.02K 0.01% New
Planning Strategies Inc. history 945 $93.54K 0.06% New
Ares Financial Consulting, LLC history 945 $93.54K 0.07% New
EASTERN BANK history 934 $92.45K 0.00% New
Granite FO LLC history 903 $89.41K 0.05% New
Evolution Advisers, Inc. history 900 $89.00K 0.03% New
Medallion Wealth Advisors, LLC history 899 $88.98K 0.03% New
HIGHLINE WEALTH PARTNERS LLC history 896 $88.69K 0.02% New
HOWE & RUSLING INC history 805 $79.71K 0.01% New
Tradewinds Capital Management, LLC history 805 $79.68K 0.01% New
Beacon Financial Strategies CORP history 793 $78.49K 0.04% New
Kozak & Associates, Inc. history 787 $77.54K 0.01% New
Dorato Capital Management history 748 $73.36K 0.05% New
TUCKER ASSET MANAGEMENT LLC history 740 $73.25K 0.02% New
Atlantic Edge Private Wealth Management, LLC history 736 $72.81K 0.02% New
CARDIFF PARK ADVISORS, LLC history 730 $72.26K 0.01% New
TOTH FINANCIAL ADVISORY CORP history 729 $72.16K 0.01% New
Virginia Estate & Retirement Planning Advisors Inc. history 443 $70.12K 0.08% New
Forum Finance Group S.A. history 880 $70.00K 0.03% New
Strategic Wealth Advisors LLC history 710 $70.00K 0.06% New
Parkside Financial Bank & Trust history 707 $69.98K 0.01% New
Avalon Trust Co history 700 $69.29K 0.00% New
Basepoint Wealth LLC history 690 $68.34K 0.04% New
BROWN, LISLE/CUMMINGS, INC. history 650 $64.34K 0.01% New
Meramec Financial Planners, LLC history 645 $62.98K 0.02% New
Vanguard National Trust Co history 618 $61.17K 0.00% New
Caitlin John, LLC history 613 $60.67K 0.03% New
Asset Dedication, LLC history 559 $55.33K 0.00% New
Piscataqua Savings Bank history 551 $54.54K 0.04% New
Navigoe, LLC history 542 $53.00K 0.03% New
Comprehensive Financial Planning, Inc./PA history 504 $49.89K 0.03% New
Prestige Wealth Management Group LLC history 497 $49.19K 0.01% New
MANNING & NAPIER ADVISORS LLC history 473 $47.00K 0.00% New
Hilltop National Bank history 471 $46.62K 0.01% New
Financial Perspectives, Inc history 458 $45.30K 0.01% New
Frazier Financial Advisors, LLC history 451 $44.64K 0.02% New
Covestor Ltd history 439 $43.00K 0.03% New
Signature Equity Partners, LLC history 413 $40.88K 0.02% New
ELEVATE WEALTH ADVISORY, INC history 412 $40.78K 0.02% New
AlphaCore Capital LLC history 406 $40.19K 0.00% New
ESL Trust Services, LLC history 369 $36.52K 0.01% New
NEPC LLC history 362 $35.83K 0.00% New
Investors Research Corp history 352 $34.84K 0.01% New
Networth Advisors, LLC history 351 $34.74K 0.02% New
STEPH & CO history 340 $33.65K 0.01% New
Boreal Capital Management LLC history 340 $33.65K 0.03% New
Roble, Belko & Company, Inc history 334 $33.00K 0.00% New
Copia Wealth Management history 331 $32.76K 0.02% New
Manchester Capital Management LLC history 330 $32.66K 0.00% New
DHJJ Financial Advisors, Ltd. history 325 $32.17K 0.01% New
JCIC Asset Management Inc. history 315 $31.27K 0.01% New
Concord Wealth Partners history 315 $31.23K 0.00% New
Main Street Group, LTD history 304 $30.09K 0.01% New
Bradley & Co. Private Wealth Management, LLC history 302 $29.89K 0.01% New
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. history 300 $29.69K 0.00% New
Moisand Fitzgerald Tamayo, LLC history 299 $29.60K 0.00% New
Bear Mountain Capital, Inc. history 299 $29.30K 0.01% New
Wiser Advisor Group LLC history 296 $29.29K 0.03% New
MCGUIRE CAPITAL ADVISORS INC history 276 $27.32K 0.01% New
Regatta Research & Money Management history 275 $27.22K 0.03% New
Atlatl Advisers LLC history 272 $26.92K 0.01% New
VIMA LLC history 268 $26.53K 0.03% New
HFM Investment Advisors, LLC history 266 $26.27K 0.01% New
CITY HOLDING CO history 260 $25.73K 0.00% New
Farmers & Merchants Trust Co of Chambersburg PA history 253 $25.00K 0.01% New
SRH ADVISORS, LLC history 250 $24.75K 0.01% New
Vermillion Wealth Management, Inc. history 240 $23.75K 0.01% New
Hurley Capital, LLC history 240 $23.75K 0.01% New
SJS Investment Consulting Inc. history 226 $22.37K 0.00% New
Nvest Wealth Strategies, Inc. history 226 $22.37K 0.01% New
BLUELINE ADVISORS LLC history 222 $22.00K 0.01% New
Cassaday & Co Wealth Management LLC history 222 $21.97K 0.00% New
Citizens National Bank Trust Department history 220 $21.78K 0.00% New
Key Capital Management, INC history 216 $21.38K 0.01% New
TOMPKINS FINANCIAL CORP history 204 $20.19K 0.00% New
LOGAN CAPITAL MANAGEMENT INC history 202 $19.99K 0.00% New
GILL CAPITAL PARTNERS, LLC history 200 $19.80K 0.01% New
SOUTHERN MICHIGAN BANK & TRUST history 200 $19.80K 0.01% New
one8zero8, LLC history 200 $19.80K 0.00% New
Founders Capital Management history 200 $19.80K 0.01% New
LFA - Lugano Financial Advisors SA history 199 $19.70K 0.01% New
Markowski Investments history 196 $19.40K 0.00% New
LRI Investments, LLC history 195 $19.30K 0.00% New
Oakmont Advisory Group, LLC history 195 $19.29K 0.02% New
Kentucky Trust Co history 194 $19.20K 0.01% New
Aventura Private Wealth, LLC history 186 $18.41K 0.01% New
Ascentis Independent Advisors history 169 $16.73K 0.04% New
MJT & Associates Financial Advisory Group, Inc. history 162 $16.04K 0.01% New
Legacy Bridge, LLC history 158 $15.64K 0.01% New
BARRETT & COMPANY, INC. history 153 $15.14K 0.00% New
Lloyd Advisory Services, LLC. history 152 $15.04K 0.01% New
American Capital Advisory, LLC history 146 $14.45K 0.01% New
CHESAPEAKE ASSET MANAGEMENT LLC history 141 $13.96K 0.01% New
Sterling Capital Management LLC history 141 $13.92K 0.00% New
Principia Wealth Advisory, LLC history 134 $13.26K 0.01% New
HARBOR INVESTMENT ADVISORY, LLC history 131 $12.97K 0.00% New
ARVEST INVESTMENTS, INC. history 127 $12.57K 0.00% New
Nova Wealth Management, Inc. history 126 $12.47K 0.01% New
Hamilton Point Investment Advisors, LLC history 125 $12.37K 0.00% New
Tanglewood Legacy Advisors, LLC history 123 $12.21K 0.00% New
Pacific Center for Financial Services history 114 $11.28K 0.00% New
Downshift Financial, LLC history 102 $10.10K 0.01% New
MTM Investment Management, LLC history 100 $9.90K 0.00% New
State of Wyoming history 100 $9.90K 0.00% New
Hyposwiss Advisors SA history 100 $9.90K 0.01% New
Hilton Head Capital Partners, LLC history 92 $9.11K 0.01% New
Birchwood Financial Partners, Inc. history 89 $8.83K 0.01% New
True Wealth Design, LLC history 89 $8.81K 0.00% New
Washington Trust Advisors, Inc. history 89 $8.78K 0.00% New
Pillar Financial Advisors, LLC history 87 $8.61K 0.01% New
Gleason Group, Inc. history 87 $8.61K 0.00% New
NBH Bank history 84 $8.31K 0.00% New
Paladin Advisory Group, LLC history 84 $8.31K 0.01% New
Lodestone Wealth Management LLC history 83 $8.21K 0.00% New
Quaker Wealth Management, LLC history 82 $8.12K 0.00% New
ATLAS CAPITAL ADVISORS INC. history 79 $7.84K 0.00% New
YANKCOM Partnership history 78 $7.72K 0.00% New
Global Trust Asset Management, LLC history 72 $7.13K 0.00% New
Wells Financial Advisors INC history 72 $7.13K 0.07% New
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV history 70 $6.93K 0.00% New
Ironwood Wealth Management, LLC. history 60 $5.94K 0.00% New
VALLEY NATIONAL ADVISERS INC history 59 $5.84K 0.00% New
Versant Capital Management, Inc history 59 $5.84K 0.00% New
Elevated Capital Advisors, LLC history 58 $5.74K 0.00% New
Fortis Group Advisors, LLC history 54 $5.34K 0.00% New
NEW ENGLAND ASSET MANAGEMENT INC history 50 $4.95K 0.00% New
True Link Financial Advisors, LLC history 4.86K $4.86K 0.02% New
Rakuten Securities, Inc. history 47 $4.65K 0.00% New
Coston, McIsaac & Partners history 45 $4.00K 0.00% New
OGOREK ANTHONY JOSEPH /NY/ /ADV history 48 $4.00K 0.00% New
EPG Wealth Management LLC history 40 $3.98K 0.00% New
Sankala Group LLC history 36 $3.50K 0.00% New
REAP Financial Group, LLC history 34 $3.37K 0.00% New
BOYD WATTERSON ASSET MANAGEMENT LLC/OH history 30 $2.97K 0.00% New
First Pacific Financial history 29 $2.83K 0.00% New
Strategic Advocates LLC history 28 $2.77K 0.01% New
Front Row Advisors LLC history 27 $2.63K 0.00% New
Timbuktu Capital Management, LLC history 26 $2.57K 0.00% New
Burk Holdings LLC history 25 $2.48K 0.00% New
Dynamic Wealth Strategies, LLC history 25 $2.48K 0.00% New
Gould Capital, LLC history 25 $2.48K 0.00% New
ADKINS SEALE CAPITAL MANAGEMENT LLC history 22 $2.18K 0.00% New
T. Rowe Price Associates history 20.67K $2.05K 0.00% Add
WPG Advisers, LLC history 19 $1.88K 0.00% New
Mountain Hill Investment Partners Corp. history 19 $1.87K 0.00% New
1 NORTH WEALTH SERVICES LLC history 18 $1.78K 0.00% New
Glassman Wealth Services history 16 $1.58K 0.00% New
Core Capital Management & Research, inc. history 15 $1.46K 0.00% New
Napier Financial, LLC history 13 $1.29K 0.00% New
VIRTUS ADVISERS, LLC history 13 $1.29K 0.00% New
DiNuzzo Private Wealth, Inc. history 12 $1.19K 0.00% New
Sunrise Financial Services, LLC history 12 $1.19K 0.00% New
ATWOOD & PALMER INC history 10 $990 0.00% New
GE INVESTMENT MANAGEMENT CORP. history 10 $990 0.00% New
Noble Wealth Management PBC history 8 $792 0.00% New
Financial Gravity Companies, Inc. history 7 $693 0.00% New
Kilter Group LLC history 4 $396 0.00% New
Longview Financial Advisors LLC history 3 $297 0.00% New
ABOUND FINANCIAL, LLC history 2 $198 0.00% New
HOEY INVESTMENTS, INC history 1 $81 0.00% New

Q1 2026 — 22 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 69.66M $6.92B 0.51% Add
Wells Fargo & Co history 63.70M $6.32B 1.22% Add
BlackRock Inc history 53.43M $5.30B 0.10% Reduce
Morgan Stanley history 32.52M $3.23B 0.20% Hold
Northern Trust Corp history 20.76M $2.06B 0.27% Hold
Goldman Sachs Group history 14.12M $1.40B 0.16% Reduce
UBS Group AG history 11.98M $1.19B 0.18% Add
PNC Financial Services history 10.34M $1.03B 0.59% Add
Fidelity Management & Research (FMR) history 9.09M $901.90M 0.05% Add
BNY Mellon history 6.65M $660.05M 0.12% Add
Charles Schwab Investment Management history 6.57M $652.27M 0.10% Reduce
Citigroup Inc history 3.70M $367.07M 0.16% Reduce
Janus Henderson Group history 3.41M $338.65M 0.17% Add
Prudential Financial history 2.60M $258.48M 0.32% Reduce
Franklin Resources history 716.23K $71.10M 0.02% Reduce
Citadel Advisors history 518.00K $51.42M 0.01% Reduce
Principal Global Investors history 200.70K $19.92M 0.01% Reduce
Lazard Asset Management history 138.01K $13.70M 0.02% Reduce
Invesco Ltd history 58.14K $5.77M 0.00% Reduce
AQR Capital Management history 40.10K $3.98M 0.00% Add
Manulife Financial history 4.76K $472.82K 0.00% Reduce
T. Rowe Price Associates history 15.02K $1.49K 0.00% New

Q4 2025 — 24 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 60.79M $6.07B 1.12% Reduce
BlackRock Inc history 54.21M $5.41B 0.10% Add
Bank of America Corp history 53.74M $5.37B 0.40% Add
Morgan Stanley history 32.48M $3.24B 0.20% Add
Northern Trust Corp history 20.71M $2.07B 0.26% Add
Goldman Sachs Group history 14.39M $1.44B 0.18% Reduce
JPMorgan Chase & Co history 12.34M $1.23B 0.17% Add
PNC Financial Services history 9.88M $987.28M 0.54% Add
UBS Group AG history 9.41M $939.61M 0.16% Hold
Fidelity Management & Research (FMR) history 8.91M $889.58M 0.05% Reduce
Charles Schwab Investment Management history 6.77M $675.71M 0.10% Reduce
BNY Mellon history 5.90M $589.17M 0.10% Add
Citigroup Inc history 3.78M $377.86M 0.17% Add
Janus Henderson Group history 3.36M $335.14M 0.15% Add
Prudential Financial history 2.80M $280.62M 0.34% Reduce
Franklin Resources history 736.84K $73.60M 0.02% Add
Citadel Advisors history 641.41K $64.06M 0.01% Add
Principal Global Investors history 567.04K $56.64M 0.03% Add
Lazard Asset Management history 174.06K $17.39M 0.03% Reduce
Invesco Ltd history 67.38K $6.73M 0.00% Reduce
AQR Capital Management history 22.93K $2.29M 0.00% Add
Manulife Financial history 7.43K $741.91K 0.00% Reduce
Vanguard Group history 2.12K $211.53K 0.00% Reduce
Deutsche Bank AG history 108 $10.79K 0.00% Add

Q3 2025 — 26 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 63.85M $6.40B 1.24% Add
BlackRock Inc history 53.88M $5.40B 0.10% Add
Bank of America Corp history 46.33M $4.64B 0.32% Add
Morgan Stanley history 31.24M $3.13B 0.20% Add
Northern Trust Corp history 16.56M $1.66B 0.21% Hold
Goldman Sachs Group history 14.81M $1.48B 0.19% Reduce
JPMorgan Chase & Co history 11.62M $1.16B 0.15% Add
Fidelity Management & Research (FMR) history 11.31M $1.13B 0.06% Reduce
PNC Financial Services history 9.43M $944.86M 0.57% Add
UBS Group AG history 9.37M $939.29M 0.15% Reduce
Charles Schwab Investment Management history 7.23M $724.91M 0.12% Reduce
BNY Mellon history 5.59M $560.41M 0.10% Add
Citigroup Inc history 3.53M $354.31M 0.16% Hold
Janus Henderson Group history 3.14M $314.52M 0.14% Add
Prudential Financial history 3.00M $299.03M 0.36% Reduce
Franklin Resources history 666.45K $66.81M 0.02% Reduce
Lazard Asset Management history 198.32K $19.88M 0.03% Reduce
Principal Global Investors history 161.50K $16.19M 0.01% Reduce
Millennium Management history 92.05K $9.23M 0.00% Add
Invesco Ltd history 75.76K $7.60M 0.00% Add
Citadel Advisors history 20.90K $2.10M 0.00% Reduce
AQR Capital Management history 14.96K $1.50M 0.00% Add
Manulife Financial history 7.55K $757.39K 0.00% Hold
Vanguard Group history 2.54K $254.82K 0.00% New
T. Rowe Price Associates history 90.50K $9.07K 0.00% Reduce
Deutsche Bank AG history 89 $8.92K 0.00% Hold

Q2 2025 — 34 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 55.72M $5.53B 1.16% Add
BlackRock Inc history 49.75M $4.93B 0.10% Add
BlackRock Inc history 49.75M $4.93B 0.10% Add
Bank of America Corp history 43.90M $4.36B 0.32% Add
Morgan Stanley history 30.48M $3.02B 0.20% Reduce
Morgan Stanley history 30.48M $3.02B 0.20% Reduce
Northern Trust Corp history 16.63M $1.65B 0.23% Reduce
Goldman Sachs Group history 16.36M $1.62B 0.23% Reduce
Goldman Sachs Group history 16.36M $1.62B 0.23% Reduce
Fidelity Management & Research (FMR) history 11.38M $1.13B 0.07% Add
Fidelity Management & Research (FMR) history 11.38M $1.13B 0.07% Add
JPMorgan Chase & Co history 11.00M $1.09B 0.15% Add
JPMorgan Chase & Co history 11.00M $1.09B 0.15% Add
UBS Group AG history 9.98M $990.18M 0.18% Hold
Charles Schwab Investment Management history 9.92M $983.62M 0.17% Reduce
PNC Financial Services history 9.13M $905.56M 0.58% Add
BNY Mellon history 5.32M $527.48M 0.10% Add
Prudential Financial history 5.35M $522.32M 0.68% Add
Citigroup Inc history 3.55M $352.11M 0.18% Add
Janus Henderson Group history 2.96M $293.71M 0.14% Reduce
Franklin Resources history 694.17K $68.86M 0.02% Add
Principal Global Investors history 317.14K $31.46M 0.02% Add
Citadel Advisors history 255.01K $25.30M 0.00% Reduce
Citadel Advisors history 255.01K $25.30M 0.00% Reduce
Invesco Ltd history 71.07K $7.05M 0.00% Reduce
Millennium Management history 37.10K $3.68M 0.00% Add
Renaissance Technologies history 23.70K $2.35M 0.00% New
Renaissance Technologies history 23.70K $2.35M 0.00% New
Manulife Financial history 7.55K $749.46K 0.00% Reduce
AQR Capital Management history 4.59K $455.50K 0.00% Reduce
T. Rowe Price Associates history 738.33K $73.24K 0.01% Add
Lazard Asset Management history 278.91K $27.67K 0.04% Add
Deutsche Bank AG history 89 $8.83K 0.00% Hold
Deutsche Bank AG history 89 $8.83K 0.00% Hold

View all 2115 fund holders →

New Positions (Q3 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2026Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
SigFig Wealth Management, LLC 4.70M 4.26M — — — — — — — — — — — — — — — — — —
Stairway Partners, LLC 2.90M 2.81M — — — — — — — — — — — — — — — — — —
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1.79M 1.74M — — — — — — — — — — — — — — — — — —
Gridiron Partners, LLC 542.02K 523.98K — — — — — — — — — — — — — — — — — —
GoalFusion Wealth Management, LLC 530.53K 560.19K — — — — — — — — — — — — — — — — — —
Farther Finance Advisors, LLC 357.01K 276.85K — — — — — — — — — — — — — — — — — —
Heartwood Wealth Advisors LLC 313.15K 306.45K — — — — — — — — — — — — — — — — — —
COLTON GROOME FINANCIAL ADVISORS, LLC 280.86K 270.54K — — — — — — — — — — — — — — — — — —
GP Brinson Investments LLC 280.65K 280.65K — — — — — — — — — — — — — — — — — —
Matrix Trust Co 259.23K 257.32K — — — — — — — — — — — — — — — — — —
Galvin, Gaustad & Stein, LLC 249.47K 253.26K — — — — — — — — — — — — — — — — — —
Legacy Private Trust Co. 207.81K 220.20K — — — — — — — — — — — — — — — — — —
FC Advisory LLC 162.37K 152.15K — — — — — — — — — — — — — — — — — —
Montecito Bank & Trust 152.16K 150.95K — — — — — — — — — — — — — — — — — —
Strategic Financial Group, LLC 151.79K 176.30K — — — — — — — — — — — — — — — — — —
JUNCTURE WEALTH STRATEGIES, LLC 113.07K 100.00K — — — — — — — — — — — — — — — — — —
ACIMA PRIVATE WEALTH, LLC 103.60K 103.99K — — — — — — — — — — — — — — — — — —
Frisco Financial Planning LLC 96.67K 94.14K — — — — — — — — — — — — — — — — — —
Coastline Trust Co 91.64K 117.73K — — — — — — — — — — — — — — — — — —
PRIVATE CLIENT SERVICES, LLC 81.54K 77.34K — — — — — — — — — — — — — — — — — —

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