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Cap Group Intl Focus (CGXU)

CUSIP: 14019W109 | NYSE | 545 institutional holders

Quarters

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

Commonwealth Equity Services, LLC3,331,966
0.1% of portfolio›$114.3M
Confluence Wealth Services, Inc.2,709,168
2.4% of portfolio›$92.9M
Inspirion Wealth Advisors, LLC2,099,464
8.2% of portfolio›$72.0M
Eclectic Associates Inc1,740,707
6.7% of portfolio›$59.7M
Kestra Advisory Services, LLC1,347,949
0.1% of portfolio›$46.2M
Cambridge Investment Research Advisors, Inc.1,202,231
0.2% of portfolio›$41.2M
AdvisorNet Financial, Inc1,200,220
1.8% of portfolio›$39.6M
CPC Advisors, LLC1,112,726
5.2% of portfolio›$38.2M
HUB Investment Partners, LLC888,641
0.5% of portfolio›$30.5M
Armstrong, Fleming & Moore, Inc882,472
10.0% of portfolio›$30.3M
Summit Investment Advisory Services, LLC877,571
7.5% of portfolio›$30.1M
Thrivent Financial for Lutherans873,656
0.1% of portfolio›$30.0M
Sterling Investment Counsel, LLC871,061
6.8% of portfolio›$29.9M
Aprio Wealth Management, LLC849,621
1.3% of portfolio›$29.1M
D.A. Davidson & Co.817,458
0.2% of portfolio›$28.0M
Cooper Financial Group748,860
2.0% of portfolio›$25.7M
James T. Borello RIA721,014
5.1% of portfolio›$24.7M
Strata Wealth Advisors, LLC715,781
5.8% of portfolio›$24.5M
McGlone Suttner Wealth Management, Inc.703,117
2.8% of portfolio›$24.1M
Lantz Financial LLC691,550
4.3% of portfolio›$23.7M
Main Line Retirement Advisors, LLC683,845
10.3% of portfolio›$23.4M
DeDora Capital, Inc.673,038
5.1% of portfolio›$23.1M
EverSource Wealth Advisors, LLC671,144
0.7% of portfolio›$23.0M
Hopwood Financial Services, Inc.654,163
12.9% of portfolio›$22.4M
Souders Financial Advisors632,986
2.1% of portfolio›$21.7M
Wealthcare Advisory Partners LLC622,560
0.4% of portfolio›$21.3M
BetterWealth, LLC608,575
3.5% of portfolio›$20.9M
Daymark Wealth Partners, LLC528,408
0.4% of portfolio›$18.1M
Burton Enright Welch521,405
1.9% of portfolio›$17.9M
Financial Management Network Inc481,889
2.4% of portfolio›$16.7M
Wealth Enhancement Advisory Services, LLC349,263
0.0% of portfolio›$11.8M
Gutierrez Wealth Advisory, LLC295,797
5.4% of portfolio›$10.1M
Michael Brady & Co., LLC259,650
8.1% of portfolio›$8.9M
Cornerstone Wealth Management, LLC247,300
0.4% of portfolio›$8.5M
Brown Miller Wealth Management, LLC245,153
2.0% of portfolio›$8.4M
Worth Financial Advisory Group, LLC239,057
3.4% of portfolio›$8.2M
IFP Advisors, Inc228,212
0.1% of portfolio›$7.8M
J. Derek Lewis & Associates Inc.223,033
1.4% of portfolio›$7.6M
Koshinski Asset Management, Inc.217,736
0.4% of portfolio›$7.5M
Triangle Securities Wealth Management206,791
1.4% of portfolio›$7.1M
TKG Advisors, LLC192,091
2.3% of portfolio›$6.6M
Assetmark, Inc188,422
0.0% of portfolio›$6.5M
Flynn Zito Capital Management, LLC187,237
1.7% of portfolio›$6.4M
United Advisor Group, LLC168,703
0.6% of portfolio›$5.8M
Quantum Financial Partners LLC163,433
2.9% of portfolio›$5.6M
MLG Wealth Management DBA Pine Grove Financial Group162,014
0.5% of portfolio›$5.6M
Freedom Financial Partners LLC161,004
1.8% of portfolio›$5.5M
CLG LLC148,129
1.1% of portfolio›$5.1M
Oppenheimer & Co Inc144,960
0.1% of portfolio›$5.0M
Lodestone Wealth Management LLC144,400
1.7% of portfolio›$5.0M
G&S Capital LLC136,912
1.4% of portfolio›$4.7M
Meridian Investment Counsel Inc.133,929
1.1% of portfolio›$4.6M
Stewardship Concepts Financial Services LLC133,485
3.0% of portfolio›$4.6M
Olistico Wealth, LLC129,911
1.9% of portfolio›$4.5M
Modera Wealth Management, LLC127,688
0.0% of portfolio›$4.4M
Bare Financial Services, Inc125,459
1.0% of portfolio›$4.3M
Cyndeo Wealth Partners, LLC116,779
0.2% of portfolio›$4.0M
Transcendent Capital Group LLC113,540
1.6% of portfolio›$3.9M
AlphaCore Capital LLC109,253
0.1% of portfolio›$3.7M
Landaas & Co102,578
0.6% of portfolio›$3.5M
ERn Financial, LLC95,610
0.5% of portfolio›$3.3M
Cedar Point Capital Partners, LLC93,509
1.8% of portfolio›$3.2M
Farther Finance Advisors, LLC87,994
0.0% of portfolio›$3.0M
Bill Few Associates, Inc.87,787
0.6% of portfolio›$3.0M
Charter Capital Management, Llc\de87,520
1.4% of portfolio›$3.0M
Procyon Advisors, LLC86,896
0.1% of portfolio›$3.0M
Spire Wealth Management86,703
0.1% of portfolio›$3.0M
True Blue Financial, LLC85,789
1.1% of portfolio›$2.9M
Investmark Advisory Group LLC80,293
0.9% of portfolio›$2.8M
RM Financial Services, LLC76,668
2.0% of portfolio›$2.6M
Summit Wealth Group LLC / Co75,306
0.2% of portfolio›$2.6M
CWS Financial Advisors, LLC74,825
0.6% of portfolio›$2.6M
Axxcess Wealth Management, LLC68,853
0.1% of portfolio›$2.4M
Fiduciary Alliance LLC66,950
0.2% of portfolio›$2.3M
Burford Brothers, Inc.65,567
0.8% of portfolio›$2.2M
Bank of New York Mellon Corp63,288
0.0% of portfolio›$2.2M
Creative Planning60,646
0.0% of portfolio›$2.1M
Trueblood Wealth Management, LLC60,555
0.7% of portfolio›$2.1M
Ashton Thomas Private Wealth, LLC58,889
0.0% of portfolio›$2.0M
Davenport & Co LLC56,577
0.0% of portfolio›$1.9M
Valeo Financial Advisors, LLC55,716
0.0% of portfolio›$1.9M
TD Waterhouse Canada Inc.55,055
0.0% of portfolio›$1.9M
Signature Resources Capital Management, LLC53,843
0.8% of portfolio›$1.8M
Bulwark Capital Corp53,008
1.0% of portfolio›$1.8M
Wealth Science Advisors LLC52,968
0.8% of portfolio›$1.8M
Cornell Pochily Investment Advisors, Inc.52,707
0.5% of portfolio›$1.8M
KOM Wealth Management Group, LLC49,897
0.8% of portfolio›$1.7M
Rose Capital Advisors LLC49,500
0.4% of portfolio›$1.7M
Kuhn & Co Investment Counsel48,963
0.9% of portfolio›$1.7M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors48,486
0.1% of portfolio›$1.7M
Sigma Planning Corp48,013
0.0% of portfolio›$1.6M
Cushing Capital Partners, LLC47,248
1.0% of portfolio›$1.6M
National Wealth Management Group, LLC46,174
0.5% of portfolio›$1.6M
Pines Wealth Management, LLC45,948
0.4% of portfolio›$1.6M
Private Trust Co NA43,861
0.1% of portfolio›$1.5M
Equity Wealth Partners, LLC43,664
0.5% of portfolio›$1.5M
Prime Capital Investment Advisors, LLC42,530
0.0% of portfolio›$1.5M
Capital Investment Advisory Services, LLC39,322
0.1% of portfolio›$1.3M
Vicus Capital38,347
0.1% of portfolio›$1.3M
PFG Advisors38,277
0.1% of portfolio›$1.3M
Birchwood Financial Partners, Inc.37,948
1.0% of portfolio›$1.3M
Trinity Wealth Management, LLC37,792
0.4% of portfolio›$1.3M
180 Wealth Advisors, LLC37,204
0.1% of portfolio›$1.3M
MBE Wealth Management, LLC35,738
0.4% of portfolio›$1.2M
HBW Advisory Services LLC35,715
0.1% of portfolio›$1.2M
Independent Financial Group, LLC35,657
0.0% of portfolio›$1.2M
Kachkovsky & Fisher, Inc.33,680
1.1% of portfolio›$1.2M
Venture Visionary Partners LLC33,674
0.0% of portfolio›$1.2M
SilverOak Wealth Management LLC33,466
0.1% of portfolio›$1.1M
Uhlmann Price Securities, LLC33,356
0.1% of portfolio›$1.1M
Wealthcare Capital Partners, LLC31,780
0.4% of portfolio›$1.1M
Fearless Solutions, LLC dba Best Invest31,753
0.6% of portfolio›$1.1M
Flagship Harbor Advisors, LLC30,943
0.0% of portfolio›$1.1M
Lincoln Capital LLC30,141
0.2% of portfolio›$1.0M
Eagle Rock Investment Company, LLC29,952
0.1% of portfolio›$1.0M
Perigon Wealth Management, LLC29,097
0.0% of portfolio›$997.7K
Choreo, LLC28,944
0.0% of portfolio›$992.5K
Prospera Financial Services Inc28,594
0.0% of portfolio›$897.3K
CRA Financial Services, LLC27,943
0.1% of portfolio›$958.2K
Vise Technologies, Inc.27,709
0.0% of portfolio›$950.1K
Avaii Wealth Management, LLC25,556
0.3% of portfolio›$887.1K
Signature Estate & Investment Advisors LLC24,792
0.0% of portfolio›$850.1K
Junk Investment Group, LLC24,585
0.3% of portfolio›$843.0K
Robertson Stephens Wealth Management, LLC23,847
0.0% of portfolio›$817.7K
Seamount Financial Group Inc23,365
0.3% of portfolio›$801.2K
Sagespring Wealth Partners, LLC22,063
0.0% of portfolio›$756.5K
Gateway Investment Advisers LLC21,952
0.0% of portfolio›$752.8K
Kestra Private Wealth Services, LLC20,347
0.0% of portfolio›$697.7K
Bond & Devick Financial Network, Inc.20,169
0.2% of portfolio›$691.6K
Mann Financial Group, Inc.19,709
0.5% of portfolio›$675.8K
Mechanics Bank Trust Department19,353
0.1% of portfolio›$663.6K
Langley Wealth Management, LLC18,708
0.6% of portfolio›$641.5K
tru Independence LLC18,154
0.3% of portfolio›$622.5K
Nautilus Advisors LLC18,105
0.4% of portfolio›$620.8K
RFG Advisory, LLC18,003
0.0% of portfolio›$617.3K
Signature Equity Partners, LLC17,322
0.2% of portfolio›$594.0K
BNB Wealth Management, LLC17,153
0.3% of portfolio›$588.2K
Colonial River Investments, LLC16,477
0.1% of portfolio›$565.0K
Mascagni Wealth Management, Inc.16,422
0.3% of portfolio›$563.1K
Banque Pictet & CIE SA16,318
0.0% of portfolio›$559.5K
Sepio Capital, LP15,836
0.0% of portfolio›$543.0K
Orca Wealth Management, LLC15,785
0.3% of portfolio›$541.3K
Harbor Investment Advisory, LLC15,023
0.0% of portfolio›$515.1K
Opal Wealth Advisors, LLC14,451
0.1% of portfolio›$495.5K
Integrity Advisory Solutions, LLC14,405
0.1% of portfolio›$493.9K
Truist Financial Corp13,848
0.0% of portfolio›$474.8K
XY Planning Network, Inc.13,604
0.1% of portfolio›$466.5K
Investment Planning Advisors, Inc.13,138
0.1% of portfolio›$450.5K
JSF Financial, LLC13,037
0.1% of portfolio›$447.0K
CapWealth Advisors, LLC12,737
0.0% of portfolio›$436.7K
Sovran Advisors, LLC12,534
0.0% of portfolio›$404.8K
Schmidt P J Investment Management Inc12,500
0.1% of portfolio›$428.6K
Ashton Thomas Securities, LLC12,457
0.0% of portfolio›$427.1K
Brighton Jones LLC11,231
0.0% of portfolio›$385.1K
International Assets Investment Management, LLC11,220
0.0% of portfolio›$383.8K
Nova Financial LLC11,158
0.2% of portfolio›$382.6K
Onyx Bridge Wealth Group LLC11,076
0.0% of portfolio›$379.8K
ZWJ Investment Counsel Inc10,977
0.0% of portfolio›$376.4K
Farmers & Merchants Investments Inc10,855
0.0% of portfolio›$372.2K
Thurston, Springer, Miller, Herd & Titak, Inc.10,698
0.6% of portfolio›$366.8K
Clear Creek Financial Management, LLC10,487
0.0% of portfolio›$359.6K
Richards, Merrill & Peterson, Inc.10,396
0.1% of portfolio›$356.5K
Trilogy Capital Inc.10,380
0.0% of portfolio›$355.9K
Meridian Wealth Management, LLC10,185
0.0% of portfolio›$349.2K
Financial Planning Navigators Corp10,162
0.1% of portfolio›$348.5K
Lodestar Private Asset Management LLC10,146
0.0% of portfolio›$347.9K
Concurrent Investment Advisors, LLC10,087
0.0% of portfolio›$345.9K
WealthBridge Capital Management, LLC9,719
0.1% of portfolio›$333.3K
Cora Capital Advisors LLC9,468
0.1% of portfolio›$324.7K
Hunter Associates Investment Management LLC9,381
0.1% of portfolio›$322.0K
Shum Financial Group, Inc.9,348
0.2% of portfolio›$320.5K
Sage Mountain Advisors LLC9,201
0.0% of portfolio›$315.5K
Summit Global Investments9,149
0.1% of portfolio›$314.0K
Kingswood Wealth Advisors, LLC8,923
0.0% of portfolio›$306.0K
OpenArc Corporate Advisory, LLC8,814
0.0% of portfolio›$302.2K
Apollon Wealth Management, LLC8,065
0.0% of portfolio›$276.5K
HB Wealth Management, LLC8,000
0.0% of portfolio›$274.3K
Latitude Advisors, LLC7,969
0.1% of portfolio›$273.3K
Baron Wealth Management LLC7,928
0.1% of portfolio›$271.9K
Willow Creek Wealth Management Inc.7,819
0.0% of portfolio›$268.1K
James J. Burns & Company, LLC7,680
0.0% of portfolio›$263.4K
Walkner Condon Financial Advisors LLC7,635
0.0% of portfolio›$261.8K
Dynamic Advisor Solutions LLC7,438
0.0% of portfolio›$255.0K
Bluedoor Private Wealth, LLC7,185
0.1% of portfolio›$246.4K
Adamsbrown Wealth Consultants LLC7,032
0.0% of portfolio›$241.1K
Luminvest Wealth Management LLC6,941
0.1% of portfolio›$238.0K
Park Avenue Securities LLC6,923
0.0% of portfolio›$237.0K
Avantax Planning Partners, Inc.6,844
0.0% of portfolio›$234.7K
Lantern Wealth Advisors, LLC6,410
0.1% of portfolio›$219.8K
Patrick M Sweeney & Associates, Inc6,376
0.1% of portfolio›$218.6K
First Heartland Consultants, Inc.6,348
0.0% of portfolio›$217.7K
Crescent Grove Advisors, LLC6,282
0.0% of portfolio›$215.4K
Wealthcare Capital Management LLC6,071
0.0% of portfolio›$208.2K
Silverlake Wealth Management LLC6,029
0.0% of portfolio›$206.7K
Northwest Financial Advisors6,025
0.0% of portfolio›$206.6K
LexAurum Advisors, LLC5,987
0.0% of portfolio›$205.3K
Elevation Point Wealth Partners, LLC5,974
0.0% of portfolio›$204.8K
Balboa Wealth Partners5,924
0.0% of portfolio›$203.1K
Keybank National Association5,904
0.0% of portfolio›$202.4K
Key FInancial Inc5,387
0.0% of portfolio›$184.7K
Root Financial Partners, LLC4,381
0.0% of portfolio›$150.2K
Financial Perspectives, Inc4,265
0.0% of portfolio›$146.2K
Creative Financial Designs Inc3,631
0.0% of portfolio›$124.5K
Richardson Capital Management LLC3,300
0.0% of portfolio›$113.2K
Mather Group, Llc.3,231
0.0% of portfolio›$110.8K
North Star Investment Management Corp.2,965
0.0% of portfolio›$101.7K
Cullen T Bankers, Inc.2,953
0.0% of portfolio›$101.3K
Pinnacle Bancorp, Inc.2,425
0.0% of portfolio›$83.2K
1620 Investment Advisors, Inc.2,401
0.1% of portfolio›$82.3K
Beacon Investment Advisory Services, Inc.2,391
0.0% of portfolio›$82.0K
Larson Financial Group LLC2,350
0.0% of portfolio›$80.6K
Parallel Advisors, LLC2,310
0.0% of portfolio›$79.2K
Dhjj Financial Advisors, Ltd.1,559
0.0% of portfolio›$53.5K
CoreCap Advisors, LLC1,263
0.0% of portfolio›$43.3K
Pinnacle Wealth Planning Services, Inc.1,149
0.0% of portfolio›$39.4K
Roxbury Financial LLC1,147
0.0% of portfolio›$39.3K
Essential Investment Partners LLC838
0.0% of portfolio›$28.7K
Rossby Financial, LCC830
0.0% of portfolio›$28.5K
Westside Investment Management, Inc.825
0.0% of portfolio›$28.3K
CX Institutional760
0.0% of portfolio›$26
Investment Research & Advisory Group, Inc.567
0.0% of portfolio›$19.4K
Barnes Dennig Private Wealth Management LLC443
0.0% of portfolio›$15.2K
Halbert Hargrove Global Advisors, LLC359
0.0% of portfolio›$12.3K
Blue Trust, Inc.334
0.0% of portfolio›$11.5K
Trust Co of Toledo NA150
0.0% of portfolio›$5.1K
MV Capital Management, Inc.120
0.0% of portfolio›$4.1K
SJS Investment Consulting Inc.100
0.0% of portfolio›$3.4K
Marshall & Sterling Wealth Advisors Inc.52
0.0% of portfolio›$1.8K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
3,331,966$114.3M0.1%ETFLowWaltham, MA2026-11-02
Confluence Wealth Services, Inc.
2,709,168$92.9M2.4%ETFVery LowMcmurray, PA2026-11-05
Inspirion Wealth Advisors, LLC
2,099,464$72.0M8.2%ETFMediumLibertyville, IL2026-10-09
Eclectic Associates Inc
1,740,707$59.7M6.7%ETFVery LowFullerton, CA2026-10-09
Kestra Advisory Services, LLC
1,347,949$46.2M0.1%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
1,202,231$41.2M0.2%ETFLowFairfield, IA2026-11-02
AdvisorNet Financial, Inc
1,200,220$39.6M1.8%ETFLowMinnetonka, MN2026-10-15
CPC Advisors, LLC
1,112,726$38.2M5.2%ETFMediumAtlanta, GA2026-10-21
HUB Investment Partners, LLC
888,641$30.5M0.5%GrowthLowAustin, TX2026-11-03
Armstrong, Fleming & Moore, Inc
882,472$30.3M10.0%GrowthVery LowWashington, DC2026-10-28
Summit Investment Advisory Services, LLC
877,571$30.1M7.5%ETFVery LowRoseville, MN2026-11-03
Thrivent Financial for Lutherans
873,656$30.0M0.1%GARPMediumMinneapolis, MN2026-11-05
Sterling Investment Counsel, LLC
871,061$29.9M6.8%GrowthLowBuffalo, NY2026-10-19
Aprio Wealth Management, LLC
849,621$29.1M1.3%ETFMediumAtlanta, GA2026-10-28
D.A. Davidson & Co.
817,458$28.0M0.2%CoreLowGreat Falls, MT2026-10-28
Cooper Financial Group
748,860$25.7M2.0%GrowthMediumIrvine, CA2026-10-07
James T. Borello RIA
721,014$24.7M5.1%ETFVery LowEast Dundee, IL2026-10-16
Strata Wealth Advisors, LLC
715,781$24.5M5.8%ETFLowDallas, TX2026-10-16
McGlone Suttner Wealth Management, Inc.
703,117$24.1M2.8%ETFVery LowAppleton, WI2026-10-13
Lantz Financial LLC
691,550$23.7M4.3%ETFLowNaperville, IL2026-10-15
Main Line Retirement Advisors, LLC
683,845$23.4M10.3%ETFLowWhitefish, MT2026-10-14
DeDora Capital, Inc.
673,038$23.1M5.1%ETFVery LowNapa, CA2026-10-26
EverSource Wealth Advisors, LLC
671,144$23.0M0.7%CoreMediumBirmingham, AL2026-11-04
Hopwood Financial Services, Inc.
654,163$22.4M12.9%ETFLowReston, VA2026-10-29
Souders Financial Advisors
632,986$21.7M2.1%ETFLowCincinnati, OH2026-11-03
Wealthcare Advisory Partners LLC
622,560$21.3M0.4%ETFLowWest Chester, PA2026-10-21
BetterWealth, LLC
608,575$20.9M3.5%ETFVery LowSan Jose, CA2026-10-15
Daymark Wealth Partners, LLC
528,408$18.1M0.4%CoreLowCincinnati, OH2026-11-04
Burton Enright Welch
521,405$17.9M1.9%ETFVery LowWalnut Creek, CA2026-11-04
Financial Management Network Inc
481,889$16.7M2.4%ETFLowMission Viejo, CA2026-10-09
Wealth Enhancement Advisory Services, LLC
349,263$11.8M0.0%CoreLowPlymouth, MN2026-10-13
Gutierrez Wealth Advisory, LLC
295,797$10.1M5.4%ETFLowLittle Rock, AR2026-11-02
Michael Brady & Co., LLC
259,650$8.9M8.1%ETFLowWestlake, OH2026-10-23
Cornerstone Wealth Management, LLC
247,300$8.5M0.4%ETFVery LowSt. Peters, MO2026-11-04
Brown Miller Wealth Management, LLC
245,153$8.4M2.0%GrowthLowMclean, VA2026-11-02
Worth Financial Advisory Group, LLC
239,057$8.2M3.4%GrowthVery LowCharlotte, NC2026-10-19
IFP Advisors, Inc
228,212$7.8M0.1%GrowthLowTampa, FL2026-10-16
J. Derek Lewis & Associates Inc.
223,033$7.6M1.4%ETFLowNewport Beach, CA2026-11-03
Koshinski Asset Management, Inc.
217,736$7.5M0.4%ETFLowDecatur, IL2026-10-29
Triangle Securities Wealth Management
206,791$7.1M1.4%CoreLowRaleigh, NC2026-10-14
TKG Advisors, LLC
192,091$6.6M2.3%MomentumMediumValparaiso, IN2026-11-02
Assetmark, Inc
188,422$6.5M0.0%ETFLowConcord, CA2026-10-21
Flynn Zito Capital Management, LLC
187,237$6.4M1.7%ETFLowGarden City, NY2026-11-04
United Advisor Group, LLC
168,703$5.8M0.6%ETFLowCincinnati, OH2026-11-03
Quantum Financial Partners LLC
163,433$5.6M2.9%ETFN/AOverland Park, KS2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
162,014$5.6M0.5%ETFMediumWoodbury, MN2026-10-13
Freedom Financial Partners LLC
161,004$5.5M1.8%ETFLowOakdale, MN2026-10-19
CLG LLC
148,129$5.1M1.1%ETFMediumLong Beach, CA2026-10-13
Oppenheimer & Co Inc
144,960$5.0M0.1%CoreLowNew York, NY2026-10-26
Lodestone Wealth Management LLC
144,400$5.0M1.7%CoreLowSpokane, WA2026-10-14
G&S Capital LLC
136,912$4.7M1.4%CoreMediumDenver, CO2026-10-23
Meridian Investment Counsel Inc.
133,929$4.6M1.1%GARPLowLafayette, CA2026-10-14
Stewardship Concepts Financial Services LLC
133,485$4.6M3.0%ETFLowSpokane, WA2026-10-06
Olistico Wealth, LLC
129,911$4.5M1.9%GrowthVery LowTulsa, OK2026-10-05
Modera Wealth Management, LLC
127,688$4.4M0.0%ETFVery LowWestwood, NJ2026-10-28
Bare Financial Services, Inc
125,459$4.3M1.0%ETFVery LowGap, PA2026-11-04
Cyndeo Wealth Partners, LLC
116,779$4.0M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Transcendent Capital Group LLC
113,540$3.9M1.6%ETFMediumEdmond, OK2026-10-28
AlphaCore Capital LLC
109,253$3.7M0.1%ETFLowLa Jolla, CA2026-11-04
Landaas & Co
102,578$3.5M0.6%ETFVery LowMilwaukee, WI2026-10-29
ERn Financial, LLC
95,610$3.3M0.5%ETFVery LowMiddleton, WI2026-10-28
Cedar Point Capital Partners, LLC
93,509$3.2M1.8%ETFMediumCedar Rapids, IA2026-10-29
Farther Finance Advisors, LLC
87,994$3.0M0.0%IndexLowSan Francisco, CA2026-10-08
Bill Few Associates, Inc.
87,787$3.0M0.6%CoreVery LowSewickley, PA2026-10-09
Charter Capital Management, Llc\de
87,520$3.0M1.4%ETFVery LowBrookfield, WI2026-10-28
Procyon Advisors, LLC
86,896$3.0M0.1%CoreVery LowShelton, CT2026-10-21
Spire Wealth Management
86,703$3.0M0.1%GrowthMediumMclean, VA2026-10-30
True Blue Financial, LLC
85,789$2.9M1.1%ETFLowStevensville, MI2026-10-15
Investmark Advisory Group LLC
80,293$2.8M0.9%ETFVery LowShelton, CT2026-10-27
RM Financial Services, LLC
76,668$2.6M2.0%ETFVery LowFalmouth, ME2026-11-03
Summit Wealth Group LLC / Co
75,306$2.6M0.2%ETFHighColorado Springs, CO2026-10-29
CWS Financial Advisors, LLC
74,825$2.6M0.6%ETFVery LowKalamazoo, MI2026-10-16
Axxcess Wealth Management, LLC
68,853$2.4M0.1%CoreLowCarlsbad, CA2026-10-21
Fiduciary Alliance LLC
66,950$2.3M0.2%CoreMediumGreenville, SC2026-10-13
Burford Brothers, Inc.
65,567$2.2M0.8%CoreLowDallas, TX2026-10-21
Bank of New York Mellon Corp
63,288$2.2M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
60,646$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Trueblood Wealth Management, LLC
60,555$2.1M0.7%CoreLowLima, OH2026-10-23
Ashton Thomas Private Wealth, LLC
58,889$2.0M0.0%CoreMediumScottsdale, AZ2026-11-03
Davenport & Co LLC
56,577$1.9M0.0%CoreMediumRichmond, VA2026-10-14
Valeo Financial Advisors, LLC
55,716$1.9M0.0%ETFLowCarmel, IN2026-10-08
TD Waterhouse Canada Inc.
55,055$1.9M0.0%CoreLowToronto, Australia2026-10-16
Signature Resources Capital Management, LLC
53,843$1.8M0.8%ETFLowNewport Beach, CA2026-10-16
Bulwark Capital Corp
53,008$1.8M1.0%ETFMediumFernandina Beach, FL2026-10-13
Wealth Science Advisors LLC
52,968$1.8M0.8%ETFMediumAlpharetta, GA2026-10-09
Cornell Pochily Investment Advisors, Inc.
52,707$1.8M0.5%CoreLowIthaca, NY2026-10-19
KOM Wealth Management Group, LLC
49,897$1.7M0.8%ETFLowAppleton, WI2026-10-15
Rose Capital Advisors LLC
49,500$1.7M0.4%ETFN/AMiami Beach, FL2026-11-04
Kuhn & Co Investment Counsel
48,963$1.7M0.9%CoreLowChicago, IL2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
48,486$1.7M0.1%ETFMediumWestlake, OH2026-10-14
Sigma Planning Corp
48,013$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cushing Capital Partners, LLC
47,248$1.6M1.0%ETFLowDelafield, WI2026-10-20
National Wealth Management Group, LLC
46,174$1.6M0.5%ETFMediumCincinnati, OH2026-10-26
Pines Wealth Management, LLC
45,948$1.6M0.4%GrowthLowSouthern Pines, NC2026-10-21
Private Trust Co NA
43,861$1.5M0.1%CoreLowCleveland, OH2026-10-20
Equity Wealth Partners, LLC
43,664$1.5M0.5%ETFVery LowIndependence, MO2026-10-26
Prime Capital Investment Advisors, LLC
42,530$1.5M0.0%ETFLowOverland Park, KS2026-10-20
Capital Investment Advisory Services, LLC
39,322$1.3M0.1%CoreMediumRaleigh, NC2026-10-30
Vicus Capital
38,347$1.3M0.1%ETFMediumState College, PA2026-11-05
PFG Advisors
38,277$1.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Birchwood Financial Partners, Inc.
37,948$1.3M1.0%ETFVery LowBloomington, MN2026-11-02
Trinity Wealth Management, LLC
37,792$1.3M0.4%ETFMediumBerwyn, PA2026-10-13
180 Wealth Advisors, LLC
37,204$1.3M0.1%CoreLowFederal Way, WA2026-11-03
MBE Wealth Management, LLC
35,738$1.2M0.4%ETFVery LowTomah, WI2026-10-26
HBW Advisory Services LLC
35,715$1.2M0.1%ETFMediumSimi Valley, CA2026-10-15
Independent Financial Group, LLC
35,657$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Kachkovsky & Fisher, Inc.
33,680$1.2M1.1%ETFN/ASan Diego, CA2026-10-21
Venture Visionary Partners LLC
33,674$1.2M0.0%CoreLowSylvania, OH2026-10-07
SilverOak Wealth Management LLC
33,466$1.1M0.1%ETFVery LowEdina, MN2026-10-29
Uhlmann Price Securities, LLC
33,356$1.1M0.1%Agg GrowthLowSkokie, IL2026-11-03
Wealthcare Capital Partners, LLC
31,780$1.1M0.4%ETFLowWest Chester, PA2026-10-21
Fearless Solutions, LLC dba Best Invest
31,753$1.1M0.6%ETFLowSan Antonio, TX2026-10-14
Flagship Harbor Advisors, LLC
30,943$1.1M0.0%ETFMediumBoston, MA2026-10-26
Lincoln Capital LLC
30,141$1.0M0.2%CoreVery LowLincoln, NE2026-10-09
Eagle Rock Investment Company, LLC
29,952$1.0M0.1%CoreLowAtlanta, GA2026-10-21
Perigon Wealth Management, LLC
29,097$997.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Choreo, LLC
28,944$992.5K0.0%IndexLowRockford, IL2026-10-28
Prospera Financial Services Inc
28,594$897.3K0.0%CoreMediumDallas, TX2026-11-04
CRA Financial Services, LLC
27,943$958.2K0.1%ETFVery LowNorthfield, NJ2026-10-16
Vise Technologies, Inc.
27,709$950.1K0.0%IndexLowNew York, NY2026-10-29
Avaii Wealth Management, LLC
25,556$887.1K0.3%ETFMediumAppleton, WI2026-10-09
Signature Estate & Investment Advisors LLC
24,792$850.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Junk Investment Group, LLC
24,585$843.0K0.3%ETFVery LowHunt Valley, MD2026-10-19
Robertson Stephens Wealth Management, LLC
23,847$817.7K0.0%ETFMediumSan Francisco, CA2026-10-16
Seamount Financial Group Inc
23,365$801.2K0.3%ETFLowColorado Springs, CO2026-10-21
Sagespring Wealth Partners, LLC
22,063$756.5K0.0%ETFLowFranklin, TN2026-10-22
Gateway Investment Advisers LLC
21,952$752.8K0.0%GrowthLowCincinnati, OH2026-10-13
Kestra Private Wealth Services, LLC
20,347$697.7K0.0%GrowthLowAustin, TX2026-10-30
Bond & Devick Financial Network, Inc.
20,169$691.6K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
Mann Financial Group, Inc.
19,709$675.8K0.5%ETFLowDetroit Lakes, MN2026-10-15
Mechanics Bank Trust Department
19,353$663.6K0.1%CoreLowWalnut Creek, CA2026-10-13
Langley Wealth Management, LLC
18,708$641.5K0.6%CoreN/ACorinth, MS2026-11-04
tru Independence LLC
18,154$622.5K0.3%ETFLowPortland, OR2026-10-20
Nautilus Advisors LLC
18,105$620.8K0.4%GrowthLowLa Jolla, CA2026-10-07
RFG Advisory, LLC
18,003$617.3K0.0%ETFMediumBirmingham, AL2026-11-03
Signature Equity Partners, LLC
17,322$594.0K0.2%GrowthMediumColumbus, OH2026-10-29
BNB Wealth Management, LLC
17,153$588.2K0.3%ETFMediumSilver Spring, MD2026-10-28
Colonial River Investments, LLC
16,477$565.0K0.1%GrowthMediumMidlothian, VA2026-10-19
Mascagni Wealth Management, Inc.
16,422$563.1K0.3%ETFLowClinton, MS2026-10-23
Banque Pictet & CIE SA
16,318$559.5K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Sepio Capital, LP
15,836$543.0K0.0%ETFLowSalt Lake City, UT2026-10-22
Orca Wealth Management, LLC
15,785$541.3K0.3%GARPLowNew Port Richey, FL2026-10-14
Harbor Investment Advisory, LLC
15,023$515.1K0.0%GrowthLowLutherville, MD2026-10-13
Opal Wealth Advisors, LLC
14,451$495.5K0.1%ETFLowJericho, NY2026-10-16
Integrity Advisory Solutions, LLC
14,405$493.9K0.1%ETFMediumDallas, TX2026-10-29
Truist Financial Corp
13,848$474.8K0.0%CoreLowCharlotte, NC2026-10-30
XY Planning Network, Inc.
13,604$466.5K0.1%ETFLowBozeman, MT2026-10-14
Investment Planning Advisors, Inc.
13,138$450.5K0.1%ETFMediumCumming, GA2026-10-14
JSF Financial, LLC
13,037$447.0K0.1%ETFMediumLos Angeles, CA2026-10-22
CapWealth Advisors, LLC
12,737$436.7K0.0%CoreLowFranklin, TN2026-10-05
Sovran Advisors, LLC
12,534$404.8K0.0%ETFMediumSan Diego, CA2026-11-02
Schmidt P J Investment Management Inc
12,500$428.6K0.1%GrowthVery LowCedarburg, WI2026-11-02
Ashton Thomas Securities, LLC
12,457$427.1K0.0%ETFMediumRochester, NY2026-10-26
Brighton Jones LLC
11,231$385.1K0.0%CoreVery LowSeattle, WA2026-11-03
International Assets Investment Management, LLC
11,220$383.8K0.0%CoreVery HighOrlando, FL2026-11-02
Nova Financial LLC
11,158$382.6K0.2%N/AN/ATucson, AZ2026-11-04
Onyx Bridge Wealth Group LLC
11,076$379.8K0.0%ETFMediumTarrytown, NY2026-10-16
ZWJ Investment Counsel Inc
10,977$376.4K0.0%CoreLowAtlanta, GA2026-10-15
Farmers & Merchants Investments Inc
10,855$372.2K0.0%CoreVery LowLincoln, NE2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
10,698$366.8K0.6%GrowthMediumIndianapolis, IN2026-10-14
Clear Creek Financial Management, LLC
10,487$359.6K0.0%ETFMediumSilverdale, WA2026-10-28
Richards, Merrill & Peterson, Inc.
10,396$356.5K0.1%GrowthLowSpokane, WA2026-10-19
Trilogy Capital Inc.
10,380$355.9K0.0%ETFMediumIrvine, CA2026-10-20
Meridian Wealth Management, LLC
10,185$349.2K0.0%GrowthLowLexington, KY2026-11-05
Financial Planning Navigators Corp
10,162$348.5K0.1%ETFMediumMaple Grove, MN2026-10-14
Lodestar Private Asset Management LLC
10,146$347.9K0.0%ETFLowAlamo, CA2026-10-26
Concurrent Investment Advisors, LLC
10,087$345.9K0.0%GrowthMediumTampa, FL2026-10-16
WealthBridge Capital Management, LLC
9,719$333.3K0.1%ETFLowWesterville, OH2026-10-16
Cora Capital Advisors LLC
9,468$324.7K0.1%ETFLowMarlton, NJ2026-11-02
Hunter Associates Investment Management LLC
9,381$322.0K0.1%CoreLowPittsburgh, PA2026-10-26
Shum Financial Group, Inc.
9,348$320.5K0.2%GrowthVery LowAlameda, CA2026-10-13
Sage Mountain Advisors LLC
9,201$315.5K0.0%ETFLowAtlanta, GA2026-11-02
Summit Global Investments
9,149$314.0K0.1%CoreMediumBountiful, UT2026-10-28
Kingswood Wealth Advisors, LLC
8,923$306.0K0.0%GrowthLowSan Diego, CA2026-10-23
OpenArc Corporate Advisory, LLC
8,814$302.2K0.0%GrowthLowAtlanta, GA2026-10-21
Apollon Wealth Management, LLC
8,065$276.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
HB Wealth Management, LLC
8,000$274.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Latitude Advisors, LLC
7,969$273.3K0.1%ETFLowYorkville, IL2026-10-27
Baron Wealth Management LLC
7,928$271.9K0.1%CoreLowTroy, MI2026-10-27
Willow Creek Wealth Management Inc.
7,819$268.1K0.0%ETFVery LowSebastopol, CA2026-10-26
James J. Burns & Company, LLC
7,680$263.4K0.0%ETFVery LowMelville, NY2026-10-22
Walkner Condon Financial Advisors LLC
7,635$261.8K0.0%ETFLowVerona, WI2026-11-02
Dynamic Advisor Solutions LLC
7,438$255.0K0.0%ETFLowPhoenix, AZ2026-10-13
Bluedoor Private Wealth, LLC
7,185$246.4K0.1%CoreLowBeverly, MA2026-11-05
Adamsbrown Wealth Consultants LLC
7,032$241.1K0.0%ETFLowWichita, KS2026-10-20
Luminvest Wealth Management LLC
6,941$238.0K0.1%ETFVery LowScottsdale, AZ2026-10-14
Park Avenue Securities LLC
6,923$237.0K0.0%ETFMediumNew York, NY2026-10-26
Avantax Planning Partners, Inc.
6,844$234.7K0.0%ETFLowDubuque, IA2026-11-03
Lantern Wealth Advisors, LLC
6,410$219.8K0.1%GrowthLowMelville, NY2026-10-22
Patrick M Sweeney & Associates, Inc
6,376$218.6K0.1%CoreVery LowLibertyville, IL2026-10-22
First Heartland Consultants, Inc.
6,348$217.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Crescent Grove Advisors, LLC
6,282$215.4K0.0%ETFLowLake Forest, IL2026-10-21
Wealthcare Capital Management LLC
6,071$208.2K0.0%ETFVery LowRichmond, VA2026-10-21
Silverlake Wealth Management LLC
6,029$206.7K0.0%ETFLowWilliston, VT2026-10-21
Northwest Financial Advisors
6,025$206.6K0.0%ETFLowHerndon, VA2026-10-27
LexAurum Advisors, LLC
5,987$205.3K0.0%ETFLowOverland Park, KS2026-10-19
Elevation Point Wealth Partners, LLC
5,974$204.8K0.0%CoreHighDenver, CO2026-11-05
Balboa Wealth Partners
5,924$203.1K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Keybank National Association
5,904$202.4K0.0%CoreLowBrooklyn, OH2026-11-04
Key FInancial Inc
5,387$184.7K0.0%ETFLowWest Chester, PA2026-11-02
Root Financial Partners, LLC
4,381$150.2K0.0%ETFMediumEncinitas, CA2026-10-21
Financial Perspectives, Inc
4,265$146.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Creative Financial Designs Inc
3,631$124.5K0.0%ETFMediumKokomo, IN2026-11-04
Richardson Capital Management LLC
3,300$113.2K0.0%ETFLowMenomonee Falls, WI2026-10-23
Mather Group, Llc.
3,231$110.8K0.0%ETFMediumChicago, IL2026-10-14
North Star Investment Management Corp.
2,965$101.7K0.0%CoreLowChicago, IL2026-10-27
Cullen T Bankers, Inc.
2,953$101.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Pinnacle Bancorp, Inc.
2,425$83.2K0.0%CoreVery LowBeatrice, NE2026-10-21
1620 Investment Advisors, Inc.
2,401$82.3K0.1%ValueLowPlymouth, MA2026-11-04
Beacon Investment Advisory Services, Inc.
2,391$82.0K0.0%GrowthLowMorristown, NJ2026-10-13
Larson Financial Group LLC
2,350$80.6K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
2,310$79.2K0.0%IndexLowSan Francisco, CA2026-11-03
Dhjj Financial Advisors, Ltd.
1,559$53.5K0.0%ETFVery LowNaperville, IL2026-10-23
CoreCap Advisors, LLC
1,263$43.3K0.0%ETFMediumSouthfield, MI2026-10-08
Pinnacle Wealth Planning Services, Inc.
1,149$39.4K0.0%GARPLowMansfield, OH2026-10-27
Roxbury Financial LLC
1,147$39.3K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Essential Investment Partners LLC
838$28.7K0.0%GrowthLowEnglewood, CO2026-10-27
Rossby Financial, LCC
830$28.5K0.0%ETFMediumMelbourne, FL2026-11-05
Westside Investment Management, Inc.
825$28.3K0.0%GrowthLowSanta Monica, CA2026-11-02
CX Institutional
760$260.0%CoreMediumAuburn, IN2026-10-02
Investment Research & Advisory Group, Inc.
567$19.4K0.0%GrowthVery LowAtlanta, GA2026-10-19
Barnes Dennig Private Wealth Management LLC
443$15.2K0.0%CoreLowCincinnati, OH2026-10-30
Halbert Hargrove Global Advisors, LLC
359$12.3K0.0%ETFLowLong Beach, CA2026-10-16
Blue Trust, Inc.
334$11.5K0.0%ETFLowBrentwood, TN2026-10-15
Trust Co of Toledo NA
150$5.1K0.0%GrowthVery LowHolland, OH2026-10-16
MV Capital Management, Inc.
120$4.1K0.0%ETFLowBethesda, MD2026-10-29
SJS Investment Consulting Inc.
100$3.4K0.0%ETFVery LowSylvania, OH2026-10-26
Marshall & Sterling Wealth Advisors Inc.
52$1.8K0.0%ETFMediumPoughkeepsie, NY2026-10-28