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Freedom 100 Emeging Mrkt ETF (FRDM)

CUSIP: 02072L607 | NYSE | 444 institutional holders

Quarters

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

Retirement Planning Group, LLC2,685,929
4.7% of portfolio›$187.9M
Willis Johnson Wealth, Inc.798,319
3.1% of portfolio›$55.9M
Tanglewood Wealth Management, Inc.716,598
4.2% of portfolio›$50.1M
Heck Capital Advisors, LLC572,440
2.2% of portfolio›$40.0M
Kestra Advisory Services, LLC545,801
0.1% of portfolio›$38.2M
Kathmere Capital Management, LLC483,452
1.6% of portfolio›$33.8M
Coyle Financial Counsel LLC467,795
6.0% of portfolio›$32.7M
Cambridge Investment Research Advisors, Inc.334,097
0.1% of portfolio›$23.4M
Commonwealth Equity Services, LLC328,480
0.0% of portfolio›$23.0M
First Heartland Consultants, Inc.319,257
1.5% of portfolio›$22.3M
Investment Planning Advisors, Inc.317,800
5.0% of portfolio›$22.2M
Elwood & Goetz Wealth Advisory Group, LLC311,330
3.0% of portfolio›$21.8M
Compass Ion Advisors, LLC301,295
1.8% of portfolio›$21.1M
Beaumont Financial Advisors, LLC296,627
1.3% of portfolio›$20.8M
Enzi Wealth257,317
5.2% of portfolio›$17.4M
Yardley Wealth Management LLC256,887
7.8% of portfolio›$18.0M
Adamsbrown Wealth Consultants LLC250,197
3.2% of portfolio›$17.5M
High Note Wealth, LLC247,240
2.8% of portfolio›$17.3M
Intelligence Driven Advisers, LLC211,409
2.6% of portfolio›$14.8M
KFG Wealth Management, LLC209,780
1.6% of portfolio›$14.7M
Koshinski Asset Management, Inc.205,807
0.8% of portfolio›$14.4M
Concurrent Investment Advisors, LLC203,206
0.1% of portfolio›$14.2M
Signal Advisors Wealth, LLC200,999
0.6% of portfolio›$14.1M
Longview Financial Advisors, Inc.183,448
7.3% of portfolio›$12.8M
MGO One Seven LLC174,127
0.2% of portfolio›$12.2M
Bank Julius Baer & Co. Ltd, Zurich172,900
0.0% of portfolio›$12.1M
Sweeney & Michel, LLC168,958
3.1% of portfolio›$11.8M
Pearl Planning LLC166,799
4.8% of portfolio›$11.7M
TrueWealth Advisors, LLC141,166
2.2% of portfolio›$9.9M
Tableaux LLC137,073
3.9% of portfolio›$9.6M
Commonwealth Financial Services, LLC129,717
1.6% of portfolio›$9.1M
United Advisor Group, LLC125,924
0.8% of portfolio›$8.8M
Watchman Group, Inc.125,687
2.0% of portfolio›$8.8M
Wright Wealth LLC120,101
4.8% of portfolio›$8.4M
New England Private Wealth Advisors LLC115,501
0.8% of portfolio›$8.1M
Quarry Hill Advisors, LLC115,376
3.0% of portfolio›$8.1M
Smallwood Wealth Investment Management, LLC106,815
3.2% of portfolio›$7.5M
Trademark Financial Management, LLC104,931
3.0% of portfolio›$7.3M
Womack Financial LLC102,714
4.7% of portfolio›$7.2M
Truist Financial Corp102,680
0.0% of portfolio›$7.2M
Avid Wealth Partners LLC100,073
3.2% of portfolio›$7.0M
Vise Technologies, Inc.99,514
0.1% of portfolio›$7.0M
Highline Wealth Partners LLC96,527
1.3% of portfolio›$6.8M
Assetmark, Inc95,116
0.0% of portfolio›$6.7M
Wealth Enhancement Advisory Services, LLC91,875
0.0% of portfolio›$6.3M
Ferguson Shapiro LLC91,820
1.9% of portfolio›$6.4M
Sunrise Financial Services, LLC88,254
3.4% of portfolio›$6.2M
Oath Planning, LLC87,671
4.0% of portfolio›$6.1M
Islay Capital Management, LLC84,756
2.8% of portfolio›$5.9M
Arvest Investments, Inc.81,579
0.7% of portfolio›$5.7M
ARQ Wealth Advisors, LLC80,738
0.7% of portfolio›$5.6M
Meridian Wealth Management, LLC64,739
0.1% of portfolio›$4.5M
Avior Wealth Management, LLC63,258
0.1% of portfolio›$4.4M
IFP Advisors, Inc60,070
0.1% of portfolio›$4.2M
1620 Investment Advisors, Inc.59,830
2.6% of portfolio›$4.2M
SeedSafe Financial LLC57,985
3.0% of portfolio›$4.1M
Wealthcare Advisory Partners LLC54,027
0.1% of portfolio›$3.8M
Allen Capital Group, LLC53,106
0.3% of portfolio›$3.7M
Lunt Capital Management, Inc.52,444
1.4% of portfolio›$3.7M
Financial Guidance Group, Inc.50,863
1.3% of portfolio›$3.6M
Equity Wealth Partners, LLC47,679
1.1% of portfolio›$3.3M
Prospera Financial Services Inc46,682
0.0% of portfolio›$2.9M
Visionary Wealth Advisors45,347
0.1% of portfolio›$3.2M
Brookstone Capital Management44,487
0.0% of portfolio›$3.1M
Xena Financial Planning, LLC44,433
3.0% of portfolio›$3.1M
Angeles Wealth Management, LLC43,409
0.1% of portfolio›$3.0M
Ares Financial Consulting, LLC42,284
2.0% of portfolio›$3.0M
Clarity Asset Management, Inc.41,928
1.4% of portfolio›$2.9M
Partners Wealth Management, LLC37,033
0.3% of portfolio›$2.6M
Gerber, LLC34,445
1.1% of portfolio›$2.4M
Curtis Advisory Group, LLC34,443
0.4% of portfolio›$2.4M
Global View Capital Management LLC32,218
0.5% of portfolio›$2.3M
Wedbush Securities Inc31,273
0.1% of portfolio›$2.2M
Lord & Richards Wealth Management, LLC28,743
1.5% of portfolio›$2.0M
Patten Group, Inc.28,299
0.3% of portfolio›$2.0M
SteelPeak Wealth, LLC27,377
0.0% of portfolio›$1.9M
Creative Planning26,084
0.0% of portfolio›$1.8M
Innova Wealth Partners25,025
0.7% of portfolio›$1.8M
Sigma Planning Corp24,315
0.0% of portfolio›$1.7M
Capital Advisors, Ltd. LLC24,182
0.8% of portfolio›$1.7M
Clear Creek Financial Management, LLC23,581
0.1% of portfolio›$1.6M
Independent Financial Group, LLC21,753
0.0% of portfolio›$1.5M
Mather Group, Llc.21,469
0.0% of portfolio›$1.5M
Redhawk Wealth Advisors, Inc.20,567
0.1% of portfolio›$1.4M
Oppenheimer & Co Inc19,920
0.0% of portfolio›$1.4M
L.K. Benson & Company, P.C.19,363
0.4% of portfolio›$1.4M
Prism Advisors, Inc.18,213
0.3% of portfolio›$1.3M
Vista Investment Partners II, LLC16,750
0.5% of portfolio›$1.2M
Mendel Money Management16,310
0.4% of portfolio›$1.1M
Piedmont Capital Management, LLC15,881
0.7% of portfolio›$1.1M
William Howard & Co Financial Advisors Inc15,692
0.9% of portfolio›$1.1M
Portfolio Resources Advisor Group, Inc.14,747
0.9% of portfolio›$1.0M
Magnus Financial Group LLC14,615
0.1% of portfolio›$1.0M
Atria Investments, Inc14,114
0.0% of portfolio›$987.4K
Sugar Maple Asset Management, LLC13,507
0.5% of portfolio›$944.9K
Fermata Advisors, LLC13,491
0.2% of portfolio›$943.8K
Capital Square, LLC13,250
0.4% of portfolio›$927.0K
Lakeside Advisors, Inc.12,479
0.5% of portfolio›$873.0K
Pilgrim Partners Asia Pte Ltd11,200
0.2% of portfolio›$783.6K
Valeo Financial Advisors, LLC10,489
0.0% of portfolio›$733.8K
Avaii Wealth Management, LLC10,076
0.2% of portfolio›$716.4K
Cooper Financial Group9,974
0.1% of portfolio›$697.8K
Verde Capital Management9,504
0.1% of portfolio›$664.9K
Mills Wealth Advisors LLC8,802
0.2% of portfolio›$615.8K
XY Planning Network, Inc.8,770
0.1% of portfolio›$613.5K
Sheets Smith Wealth Management8,084
0.1% of portfolio›$565.6K
South Shore Capital Advisors7,640
0.4% of portfolio›$534.5K
Dynamic Advisor Solutions LLC7,242
0.0% of portfolio›$506.7K
Parallel Advisors, LLC7,143
0.0% of portfolio›$499.7K
Elevated Financial Group LLC6,985
0.1% of portfolio›$488.7K
Perigon Wealth Management, LLC6,446
0.0% of portfolio›$450.9K
Skyline Advisors, Inc.6,369
0.1% of portfolio›$445.6K
SwitchPoint Financial Planning, LLC5,995
0.2% of portfolio›$419.4K
Csenge Advisory Group5,874
0.0% of portfolio›$410.9K
Davenport & Co LLC5,648
0.0% of portfolio›$395.1K
James Investment Research, Inc.5,605
0.0% of portfolio›$392.1K
Center for Financial Planning, Inc.5,347
0.0% of portfolio›$374.1K
Saxony Capital Management, LLC5,226
0.2% of portfolio›$365.6K
Strong Retirement Solutions LLC5,029
0.2% of portfolio›$351.8K
Tcfg Investment Advisors, LLC4,967
0.1% of portfolio›$347.5K
Gibson Capital, LLC4,574
0.1% of portfolio›$320.0K
Basso Capital Management, L.P.4,533
0.1% of portfolio›$317.1K
Burney Co/4,278
0.0% of portfolio›$299.3K
Tactive Advisors, LLC4,263
0.1% of portfolio›$298.2K
Telos Capital Management, Inc.4,252
0.0% of portfolio›$297.5K
Bulwark Capital Corp4,184
0.2% of portfolio›$292.7K
McBroom & Associates, LLC4,102
0.2% of portfolio›$287.0K
Creative Financial Designs Inc3,971
0.0% of portfolio›$277.8K
Castleview Partners, LLC3,962
0.1% of portfolio›$277.2K
Foundry Financial LLC3,774
0.1% of portfolio›$264.1K
Cambridge Financial Group, LLC3,621
0.1% of portfolio›$263.9K
Lane Brothers & Co Inc3,342
0.2% of portfolio›$233.8K
New Harbor Financial Group, LLC3,238
0.0% of portfolio›$226.5K
Fourpath Capital Management, LLC3,078
0.0% of portfolio›$215.3K
Sowell Financial Services LLC2,973
0.0% of portfolio›$208.0K
Farther Finance Advisors, LLC2,750
0.0% of portfolio›$192.4K
Owl Creek Wealth Partners LLC1,845
0.0% of portfolio›$129.1K
TD Waterhouse Canada Inc.1,632
0.0% of portfolio›$114.2K
Investors Research Corp1,117
0.0% of portfolio›$78.1K
Sima Wealth Partners, LLC1,085
0.1% of portfolio›$75.9K
Asset Dedication, LLC902
0.0% of portfolio›$63.1K
First Pacific Financial530
0.0% of portfolio›$37.1K
Abound Wealth Management504
0.0% of portfolio›$35.3K
Root Financial Partners, LLC499
0.0% of portfolio›$34.9K
AlphaCore Capital LLC473
0.0% of portfolio›$33.1K
CoreCap Advisors, LLC400
0.0% of portfolio›$28.0K
StrongBox Wealth, LLC372
0.0% of portfolio›$26.0K
Clark Wealth Partners351
0.0% of portfolio›$24.6K
Key FInancial Inc303
0.0% of portfolio›$21.2K
Cdkv Holdings LLC300
0.0% of portfolio›$21.0K
Archer Investment Corp290
0.0% of portfolio›$20.3K
Y.D. More Investments Ltd263
0.0% of portfolio›$18.4K
Catherine Avery Investment Management LLC251
0.0% of portfolio›$17.6K
Evolution Wealth Management Inc.250
0.0% of portfolio›$17.5K
NorthAvenue LLC201
0.0% of portfolio›$14.1K
Latitude Advisors, LLC184
0.0% of portfolio›$12.9K
EverSource Wealth Advisors, LLC127
0.0% of portfolio›$8.9K
Thurston, Springer, Miller, Herd & Titak, Inc.105
0.0% of portfolio›$7.3K
Triumph Capital Management102
0.0% of portfolio›$7.1K
MJT & Associates Financial Advisory Group, Inc.100
0.0% of portfolio›$7.0K
Ashton Thomas Private Wealth, LLC53
0.0% of portfolio›$3.7K
Private Trust Co NA50
0.0% of portfolio›$3.5K
Ulland Investment Advisors, LLC40
0.0% of portfolio›$3
Trust Co21
0.0% of portfolio›$1.5K
SJS Investment Consulting Inc.14
0.0% of portfolio›$989
StyleTurnoverLocationFiled
Retirement Planning Group, LLC
2,685,929$187.9M4.7%ETFVery LowLeawood, KS2026-10-19
Willis Johnson Wealth, Inc.
798,319$55.9M3.1%ETFLowHouston, TX2026-11-03
Tanglewood Wealth Management, Inc.
716,598$50.1M4.2%ETFMediumHouston, TX2026-10-23
Heck Capital Advisors, LLC
572,440$40.0M2.2%ETFMediumRhinelander, WI2026-10-14
Kestra Advisory Services, LLC
545,801$38.2M0.1%CoreLowAustin, TX2026-11-02
Kathmere Capital Management, LLC
483,452$33.8M1.6%ETFLowWayne, PA2026-10-20
Coyle Financial Counsel LLC
467,795$32.7M6.0%ETFVery LowGlenview, IL2026-10-28
Cambridge Investment Research Advisors, Inc.
334,097$23.4M0.1%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
328,480$23.0M0.0%ETFLowWaltham, MA2026-11-02
First Heartland Consultants, Inc.
319,257$22.3M1.5%ETFMediumLake St. Louis, MO2026-10-08
Investment Planning Advisors, Inc.
317,800$22.2M5.0%ETFMediumCumming, GA2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
311,330$21.8M3.0%ETFLowAthens, GA2026-10-28
Compass Ion Advisors, LLC
301,295$21.1M1.8%ETFVery LowConshohocken, PA2026-10-23
Beaumont Financial Advisors, LLC
296,627$20.8M1.3%GrowthMediumNeedham, MA2026-10-22
Enzi Wealth
257,317$17.4M5.2%ETFMediumAustin, TX2026-10-14
Yardley Wealth Management LLC
256,887$18.0M7.8%ETFVery LowYardley, PA2026-10-23
Adamsbrown Wealth Consultants LLC
250,197$17.5M3.2%ETFLowWichita, KS2026-10-20
High Note Wealth, LLC
247,240$17.3M2.8%ETFVery LowDeephaven, MN2026-10-27
Intelligence Driven Advisers, LLC
211,409$14.8M2.6%ETFLowCarlsbad, CA2026-10-09
KFG Wealth Management, LLC
209,780$14.7M1.6%ETFMediumGranger, IN2026-10-16
Koshinski Asset Management, Inc.
205,807$14.4M0.8%ETFLowDecatur, IL2026-10-29
Concurrent Investment Advisors, LLC
203,206$14.2M0.1%GrowthMediumTampa, FL2026-10-16
Signal Advisors Wealth, LLC
200,999$14.1M0.6%ETFLowDetroit, MI2026-10-13
Longview Financial Advisors, Inc.
183,448$12.8M7.3%ETFVery LowHuntsville, AL2026-10-09
MGO One Seven LLC
174,127$12.2M0.2%GrowthLowBeachwood, OH2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
172,900$12.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
Sweeney & Michel, LLC
168,958$11.8M3.1%ETFVery LowChico, CA2026-10-16
Pearl Planning LLC
166,799$11.7M4.8%ETFLowDexter, MI2026-10-13
TrueWealth Advisors, LLC
141,166$9.9M2.2%ETFMediumBirmingham, AL2026-10-09
Tableaux LLC
137,073$9.6M3.9%ETFLowStockbridge, MA2026-10-23
Commonwealth Financial Services, LLC
129,717$9.1M1.6%ETFMediumVienna, WV2026-10-20
United Advisor Group, LLC
125,924$8.8M0.8%ETFLowCincinnati, OH2026-11-03
Watchman Group, Inc.
125,687$8.8M2.0%ETFLowPlano, TX2026-10-16
Wright Wealth LLC
120,101$8.4M4.8%ETFLowAtlanta, GA2026-10-29
New England Private Wealth Advisors LLC
115,501$8.1M0.8%ETFVery LowWellesley, MA2026-10-19
Quarry Hill Advisors, LLC
115,376$8.1M3.0%ETFVery LowSt Paul, MN2026-11-04
Smallwood Wealth Investment Management, LLC
106,815$7.5M3.2%ETFVery LowRed Bank, NJ2026-10-30
Trademark Financial Management, LLC
104,931$7.3M3.0%ETFMediumBloomington, MN2026-10-23
Womack Financial LLC
102,714$7.2M4.7%CoreVery LowDallas, TX2026-10-14
Truist Financial Corp
102,680$7.2M0.0%CoreLowCharlotte, NC2026-10-30
Avid Wealth Partners LLC
100,073$7.0M3.2%ETFMediumSan Antonio, TX2026-11-03
Vise Technologies, Inc.
99,514$7.0M0.1%IndexLowNew York, NY2026-10-29
Highline Wealth Partners LLC
96,527$6.8M1.3%ETFMediumSherman Oaks, CA2026-10-19
Assetmark, Inc
95,116$6.7M0.0%ETFLowConcord, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
91,875$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Ferguson Shapiro LLC
91,820$6.4M1.9%ETFHighDecatur, GA2026-10-16
Sunrise Financial Services, LLC
88,254$6.2M3.4%ETFMediumBurien, WA2026-10-21
Oath Planning, LLC
87,671$6.1M4.0%ETFVery LowTulsa, OK2026-10-20
Islay Capital Management, LLC
84,756$5.9M2.8%ETFMediumLubbock, TX2026-10-20
Arvest Investments, Inc.
81,579$5.7M0.7%ETFLowLowell, AR2026-10-21
ARQ Wealth Advisors, LLC
80,738$5.6M0.7%ETFLowScottsdale, AZ2026-10-29
Meridian Wealth Management, LLC
64,739$4.5M0.1%GrowthLowLexington, KY2026-11-05
Avior Wealth Management, LLC
63,258$4.4M0.1%ETFMediumOmaha, NE2026-10-13
IFP Advisors, Inc
60,070$4.2M0.1%GrowthLowTampa, FL2026-10-16
1620 Investment Advisors, Inc.
59,830$4.2M2.6%ValueLowPlymouth, MA2026-11-04
SeedSafe Financial LLC
57,985$4.1M3.0%ETFVery LowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
54,027$3.8M0.1%ETFLowWest Chester, PA2026-10-21
Allen Capital Group, LLC
53,106$3.7M0.3%CoreLowGrand Island, NE2026-10-27
Lunt Capital Management, Inc.
52,444$3.7M1.4%ETFLowHolladay, UT2026-10-30
Financial Guidance Group, Inc.
50,863$3.6M1.3%ETFVery LowPalm Harbor, FL2026-10-21
Equity Wealth Partners, LLC
47,679$3.3M1.1%ETFVery LowIndependence, MO2026-10-26
Prospera Financial Services Inc
46,682$2.9M0.0%CoreMediumDallas, TX2026-11-04
Visionary Wealth Advisors
45,347$3.2M0.1%ETFLowO'Fallon, IL2026-11-04
Brookstone Capital Management
44,487$3.1M0.0%ETFMediumWheaton, IL2026-10-22
Xena Financial Planning, LLC
44,433$3.1M3.0%ETFVery LowPortland, OR2026-10-13
Angeles Wealth Management, LLC
43,409$3.0M0.1%ETFLowSanta Monica, CA2026-10-26
Ares Financial Consulting, LLC
42,284$3.0M2.0%CoreLowCalabasas, CA2026-10-19
Clarity Asset Management, Inc.
41,928$2.9M1.4%ETFHighAmes, IA2026-10-14
Partners Wealth Management, LLC
37,033$2.6M0.3%CoreLowCarmel By The Sea, CA2026-10-28
Gerber, LLC
34,445$2.4M1.1%ETFLowColumbus, OH2026-10-21
Curtis Advisory Group, LLC
34,443$2.4M0.4%ETFLowSanta Barbara, CA2026-10-28
Global View Capital Management LLC
32,218$2.3M0.5%ETFHighWaukesha, WI2026-10-28
Wedbush Securities Inc
31,273$2.2M0.1%CoreLowPasadena, CA2026-10-22
Lord & Richards Wealth Management, LLC
28,743$2.0M1.5%ETFMediumHighlands Ranch, CO2026-10-14
Patten Group, Inc.
28,299$2.0M0.3%CoreLowChattanooga, TN2026-10-26
SteelPeak Wealth, LLC
27,377$1.9M0.0%GrowthHighWoodland Hills, CA2026-10-16
Creative Planning
26,084$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Innova Wealth Partners
25,025$1.8M0.7%ETFHighNewtown, PA2026-10-21
Sigma Planning Corp
24,315$1.7M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Capital Advisors, Ltd. LLC
24,182$1.7M0.8%ETFLowShaker Heights, OH2026-10-27
Clear Creek Financial Management, LLC
23,581$1.6M0.1%ETFMediumSilverdale, WA2026-10-28
Independent Financial Group, LLC
21,753$1.5M0.0%GrowthLowSan Diego, CA2026-10-13
Mather Group, Llc.
21,469$1.5M0.0%ETFMediumChicago, IL2026-10-14
Redhawk Wealth Advisors, Inc.
20,567$1.4M0.1%ETFHighMinneapolis, MN2026-10-14
Oppenheimer & Co Inc
19,920$1.4M0.0%CoreLowNew York, NY2026-10-26
L.K. Benson & Company, P.C.
19,363$1.4M0.4%YieldVery LowTimonium, MD2026-10-23
Prism Advisors, Inc.
18,213$1.3M0.3%ETFMediumStudio City, CA2026-10-09
Vista Investment Partners II, LLC
16,750$1.2M0.5%CoreMediumRichmond, IN2026-10-15
Mendel Money Management
16,310$1.1M0.4%GrowthMediumNorthbrook, IL2026-11-02
Piedmont Capital Management, LLC
15,881$1.1M0.7%CoreLowGreensboro, NC2026-10-21
William Howard & Co Financial Advisors Inc
15,692$1.1M0.9%ETFVery LowMemphis, TN2026-11-04
Portfolio Resources Advisor Group, Inc.
14,747$1.0M0.9%ETFMediumCoral Gables, FL2026-10-20
Magnus Financial Group LLC
14,615$1.0M0.1%ETFLowNew York, NY2026-10-21
Atria Investments, Inc
14,114$987.4K0.0%CoreMediumCharlotte, NC2026-10-15
Sugar Maple Asset Management, LLC
13,507$944.9K0.5%ETFMediumSister Bay, WI2026-10-13
Fermata Advisors, LLC
13,491$943.8K0.2%ETFLowSonoma, CA2026-10-13
Capital Square, LLC
13,250$927.0K0.4%YieldMediumAthens, TN2026-10-19
Lakeside Advisors, Inc.
12,479$873.0K0.5%CoreVery LowSeattle, WA2026-10-20
Pilgrim Partners Asia Pte Ltd
11,200$783.6K0.2%ETFMediumSingapore, Turkey2026-10-29
Valeo Financial Advisors, LLC
10,489$733.8K0.0%ETFLowCarmel, IN2026-10-08
Avaii Wealth Management, LLC
10,076$716.4K0.2%ETFMediumAppleton, WI2026-10-09
Cooper Financial Group
9,974$697.8K0.1%GrowthMediumIrvine, CA2026-10-07
Verde Capital Management
9,504$664.9K0.1%ETFLowClarkston, MI2026-10-28
Mills Wealth Advisors LLC
8,802$615.8K0.2%ETFMediumSouthlake, TX2026-10-22
XY Planning Network, Inc.
8,770$613.5K0.1%ETFLowBozeman, MT2026-10-14
Sheets Smith Wealth Management
8,084$565.6K0.1%CoreLowWinston-Salem, NC2026-10-16
South Shore Capital Advisors
7,640$534.5K0.4%CoreMediumCohasset, MA2026-10-20
Dynamic Advisor Solutions LLC
7,242$506.7K0.0%ETFLowPhoenix, AZ2026-10-13
Parallel Advisors, LLC
7,143$499.7K0.0%IndexLowSan Francisco, CA2026-11-03
Elevated Financial Group LLC
6,985$488.7K0.1%ETFMediumIndianapolis, IN2026-10-16
Perigon Wealth Management, LLC
6,446$450.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Skyline Advisors, Inc.
6,369$445.6K0.1%ETFMediumBellingham, WA2026-11-03
SwitchPoint Financial Planning, LLC
5,995$419.4K0.2%ETFVery LowLehi, UT2026-11-02
Csenge Advisory Group
5,874$410.9K0.0%ETFMediumClearwater, FL2026-11-04
Davenport & Co LLC
5,648$395.1K0.0%CoreMediumRichmond, VA2026-10-14
James Investment Research, Inc.
5,605$392.1K0.0%CoreLowAlpha, OH2026-10-22
Center for Financial Planning, Inc.
5,347$374.1K0.0%ETFLowSouthfied, MI2026-10-26
Saxony Capital Management, LLC
5,226$365.6K0.2%ETFMediumSt. Louis, MO2026-10-15
Strong Retirement Solutions LLC
5,029$351.8K0.2%GrowthMediumSilverdale, WA2026-10-07
Tcfg Investment Advisors, LLC
4,967$347.5K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Gibson Capital, LLC
4,574$320.0K0.1%ETFVery LowWexford, PA2026-10-23
Basso Capital Management, L.P.
4,533$317.1K0.1%ETFMediumStamford, CT2026-10-30
Burney Co/
4,278$299.3K0.0%GARPMediumReston, VA2026-10-15
Tactive Advisors, LLC
4,263$298.2K0.1%ETFHighJacksonville, FL2026-10-08
Telos Capital Management, Inc.
4,252$297.5K0.0%CoreLowSan Diego, CA2026-11-02
Bulwark Capital Corp
4,184$292.7K0.2%ETFMediumFernandina Beach, FL2026-10-13
McBroom & Associates, LLC
4,102$287.0K0.2%GrowthLowLas Vegas, NV2026-10-29
Creative Financial Designs Inc
3,971$277.8K0.0%ETFMediumKokomo, IN2026-11-04
Castleview Partners, LLC
3,962$277.2K0.1%CoreMediumDallas, TX2026-10-09
Foundry Financial LLC
3,774$264.1K0.1%ETFMediumPasadena, CA2026-10-16
Cambridge Financial Group, LLC
3,621$263.9K0.1%ETFLowTucson, AZ2026-10-06
Lane Brothers & Co Inc
3,342$233.8K0.2%ETFLowPrescott, AZ2026-11-02
New Harbor Financial Group, LLC
3,238$226.5K0.0%ETFMediumWorcester, MA2026-10-22
Fourpath Capital Management, LLC
3,078$215.3K0.0%CoreMediumOklahoma City, OK2026-10-19
Sowell Financial Services LLC
2,973$208.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Farther Finance Advisors, LLC
2,750$192.4K0.0%IndexLowSan Francisco, CA2026-10-08
Owl Creek Wealth Partners LLC
1,845$129.1K0.0%IndexLowGreenwood Village, CO2026-10-20
TD Waterhouse Canada Inc.
1,632$114.2K0.0%CoreLowToronto, Australia2026-10-16
Investors Research Corp
1,117$78.1K0.0%ETFLowAtlanta, GA2026-10-07
Sima Wealth Partners, LLC
1,085$75.9K0.1%ETFVery LowRichmond, VA2026-10-19
Asset Dedication, LLC
902$63.1K0.0%ETFLowSan Francisco, CA2026-11-03
First Pacific Financial
530$37.1K0.0%ETFLowVancouver, WA2026-10-14
Abound Wealth Management
504$35.3K0.0%ETFVery LowFranklin, TN2026-10-26
Root Financial Partners, LLC
499$34.9K0.0%ETFMediumEncinitas, CA2026-10-21
AlphaCore Capital LLC
473$33.1K0.0%ETFLowLa Jolla, CA2026-11-04
CoreCap Advisors, LLC
400$28.0K0.0%ETFMediumSouthfield, MI2026-10-08
StrongBox Wealth, LLC
372$26.0K0.0%GrowthLowLee'S Summit, MO2026-11-02
Clark Wealth Partners
351$24.6K0.0%ETFVery LowO'Fallon, IL2026-10-19
Key FInancial Inc
303$21.2K0.0%ETFLowWest Chester, PA2026-11-02
Cdkv Holdings LLC
300$21.0K0.0%ETFMediumDenver, CO2026-10-28
Archer Investment Corp
290$20.3K0.0%CoreMediumCarmel, IN2026-11-05
Y.D. More Investments Ltd
263$18.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Catherine Avery Investment Management LLC
251$17.6K0.0%CoreMediumLongboat Key, FL2026-10-14
Evolution Wealth Management Inc.
250$17.5K0.0%ETFMediumFort Myers, FL2026-10-28
NorthAvenue LLC
201$14.1K0.0%ETFVery LowColumbus, OH2026-10-29
Latitude Advisors, LLC
184$12.9K0.0%ETFLowYorkville, IL2026-10-27
EverSource Wealth Advisors, LLC
127$8.9K0.0%CoreMediumBirmingham, AL2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
105$7.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Triumph Capital Management
102$7.1K0.0%ETFMediumDenver, CO2026-10-14
MJT & Associates Financial Advisory Group, Inc.
100$7.0K0.0%ETFLowMontevideo, MN2026-10-07
Ashton Thomas Private Wealth, LLC
53$3.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
50$3.5K0.0%CoreLowCleveland, OH2026-10-20
Ulland Investment Advisors, LLC
40$30.0%GrowthVery LowMinneapolis, MN2026-10-13
Trust Co
21$1.5K0.0%ETFVery LowManhattan, KS2026-10-09
SJS Investment Consulting Inc.
14$9890.0%ETFVery LowSylvania, OH2026-10-26