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Cap Group Growth Equity (CGGR)

CUSIP: 14020G101 | NYSE | 869 institutional holders

Quarters

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

Commonwealth Equity Services, LLC13,192,283
0.8% of portfolio›$625.7M
Cambridge Investment Research Advisors, Inc.5,575,001
1.5% of portfolio›$264.4M
Kestra Advisory Services, LLC4,873,101
0.7% of portfolio›$231.1M
Kestra Investment Management, LLC3,155,244
2.8% of portfolio›$149.7M
Signature Estate & Investment Advisors LLC2,148,013
1.8% of portfolio›$101.9M
Wealth Enhancement Advisory Services, LLC2,062,246
0.1% of portfolio›$98.7M
Aprio Wealth Management, LLC1,779,873
3.8% of portfolio›$84.4M
New England Capital Financial Advisors LLC1,546,363
17.1% of portfolio›$73.3M
Prospera Financial Services Inc1,502,279
0.9% of portfolio›$68.6M
JSF Financial, LLC1,486,734
10.8% of portfolio›$70.5M
Confluence Wealth Services, Inc.1,437,881
1.8% of portfolio›$68.2M
Johnson Bixby & Associates, LLC1,411,799
7.3% of portfolio›$67.0M
Wealthcare Advisory Partners LLC1,283,548
1.0% of portfolio›$60.9M
Concurrent Investment Advisors, LLC1,115,207
0.4% of portfolio›$52.9M
Assetmark, Inc1,001,593
0.1% of portfolio›$47.5M
AA Financial Advisors, LLC961,621
5.4% of portfolio›$45.6M
Summit Investment Advisory Services, LLC958,358
11.3% of portfolio›$45.5M
Gerber Kawasaki Wealth & Investment Management826,571
1.0% of portfolio›$39.2M
Eclectic Associates Inc825,418
4.4% of portfolio›$39.1M
D.A. Davidson & Co.813,767
0.2% of portfolio›$38.6M
HUB Investment Partners, LLC808,535
0.7% of portfolio›$38.3M
Ergawealth Advisors, Inc.798,990
15.0% of portfolio›$37.9M
Wealth Science Advisors LLC756,850
15.1% of portfolio›$35.9M
IFP Advisors, Inc749,889
0.6% of portfolio›$35.6M
Truist Financial Corp643,565
0.0% of portfolio›$30.5M
Davenport & Co LLC630,124
0.2% of portfolio›$29.9M
J. Derek Lewis & Associates Inc.557,309
4.8% of portfolio›$26.4M
Financial Council, LLC546,385
8.2% of portfolio›$25.9M
Valley National Advisers Inc537,517
2.8% of portfolio›$25.5M
Strategic Blueprint, LLC510,623
1.2% of portfolio›$24.2M
Greenbush Financial Group, LLC495,067
6.9% of portfolio›$23.5M
Lynch & Associates485,392
3.3% of portfolio›$23.0M
Souders Financial Advisors479,118
2.2% of portfolio›$22.7M
Hartmann Taylor Wealth Management, LLC469,722
12.5% of portfolio›$22.3M
Stonebridge Financial Group, LLC469,504
1.6% of portfolio›$22.3M
AdvisorNet Financial, Inc460,000
1.0% of portfolio›$21.8M
EverSource Wealth Advisors, LLC447,482
0.7% of portfolio›$21.2M
Challenger Wealth Management433,439
15.0% of portfolio›$20.6M
Main Line Retirement Advisors, LLC408,056
8.5% of portfolio›$19.4M
Adamsbrown Wealth Consultants LLC406,327
3.5% of portfolio›$19.3M
Farther Finance Advisors, LLC404,589
0.1% of portfolio›$19.2M
Founders Financial Securities LLC402,602
0.9% of portfolio›$19.1M
Oppenheimer & Co Inc399,790
0.2% of portfolio›$19.0M
Ferguson Shapiro LLC391,443
5.4% of portfolio›$18.6M
Integrity Advisory Solutions, LLC380,859
1.9% of portfolio›$18.1M
Mission Wealth Management, LP370,344
0.3% of portfolio›$17.6M
Kestra Private Wealth Services, LLC368,765
0.2% of portfolio›$17.5M
Kingswood Wealth Advisors, LLC354,915
0.6% of portfolio›$16.8M
CLG LLC353,333
3.5% of portfolio›$16.8M
Daymark Wealth Partners, LLC345,768
0.4% of portfolio›$16.4M
Gutierrez Wealth Advisory, LLC339,236
8.5% of portfolio›$16.1M
Midwest Heritage Bank, FSB339,032
4.7% of portfolio›$16.1M
Michael Brady & Co., LLC338,508
14.6% of portfolio›$16.1M
Fulton Bank, N.A.329,818
0.5% of portfolio›$15.6M
Ballew Advisors, Inc312,266
7.4% of portfolio›$14.9M
Strategic Family Wealth Counselors, L.L.C.298,170
3.3% of portfolio›$14.1M
James T. Borello RIA294,628
2.9% of portfolio›$14.0M
LongView Wealth Management281,380
3.2% of portfolio›$13.3M
Apollon Wealth Management, LLC278,970
0.2% of portfolio›$13.2M
Armor Investment Advisors, LLC278,962
4.3% of portfolio›$13.2M
Clear Creek Financial Management, LLC271,059
1.0% of portfolio›$12.9M
Independent Financial Group, LLC256,325
0.2% of portfolio›$12.2M
Flagship Harbor Advisors, LLC255,641
0.5% of portfolio›$12.1M
McCollum Christoferson Group LLC253,752
3.3% of portfolio›$11.2M
Genesis Private Wealth, LLC247,168
3.3% of portfolio›$11.7M
HBW Advisory Services LLC245,805
1.2% of portfolio›$11.7M
Sovran Advisors, LLC245,459
0.8% of portfolio›$11.5M
Dean, Jacobson Financial Services, LLC244,731
6.4% of portfolio›$11.6M
KWB Wealth243,471
1.0% of portfolio›$11.5M
MGO One Seven LLC241,256
0.2% of portfolio›$11.4M
Boyer Financial Services, Inc.235,198
8.9% of portfolio›$11.2M
Financial Security Advisor, Inc.234,844
1.9% of portfolio›$11.1M
Bank of New York Mellon Corp234,519
0.0% of portfolio›$11.1M
tru Independence LLC231,237
4.7% of portfolio›$11.0M
Smith Thornton Advisors LLC229,823
4.8% of portfolio›$10.9M
rebel Financial LLC227,947
4.4% of portfolio›$10.8M
Quantum Financial Partners LLC227,460
5.6% of portfolio›$10.8M
BetterWealth, LLC223,855
1.8% of portfolio›$10.6M
Equity Wealth Partners, LLC220,296
3.4% of portfolio›$10.4M
Sagespring Wealth Partners, LLC219,719
0.2% of portfolio›$10.4M
McCarthy Asset Management, Inc.219,602
5.0% of portfolio›$10.4M
Flynn Zito Capital Management, LLC217,337
2.7% of portfolio›$10.3M
Burford Brothers, Inc.211,057
3.6% of portfolio›$10.0M
Investmark Advisory Group LLC201,702
3.1% of portfolio›$9.6M
Charter Capital Management, Llc\de191,446
4.1% of portfolio›$9.1M
M.E. Allison & Co., Inc.189,720
5.0% of portfolio›$9.0M
Ridgeline Wealth Planning, LLC189,695
5.2% of portfolio›$9.0M
Sigma Planning Corp184,844
0.2% of portfolio›$8.7M
Financial Management Network Inc183,617
1.3% of portfolio›$8.8M
Koshinski Asset Management, Inc.182,691
0.5% of portfolio›$8.7M
Modera Wealth Management, LLC181,833
0.1% of portfolio›$8.6M
Stewardship Concepts Financial Services LLC180,022
5.6% of portfolio›$8.5M
Beacon Financial Group176,247
0.8% of portfolio›$8.4M
Venture Visionary Partners LLC175,028
0.2% of portfolio›$8.3M
PFG Advisors174,780
0.4% of portfolio›$8.3M
Total Clarity Wealth Management, Inc.174,144
1.6% of portfolio›$8.3M
Cullen T Bankers, Inc.171,218
0.1% of portfolio›$8.1M
Creative Financial Designs Inc168,475
0.4% of portfolio›$8.0M
Olistico Wealth, LLC167,041
3.3% of portfolio›$7.9M
Legacy Solutions, LLC165,161
6.0% of portfolio›$7.8M
Atria Investments, Inc162,981
0.1% of portfolio›$7.7M
Lantz Financial LLC161,991
1.4% of portfolio›$7.7M
Ashton Thomas Private Wealth, LLC161,857
0.2% of portfolio›$7.7M
A&I Financial Services, LLC154,811
3.1% of portfolio›$7.3M
CWS Financial Advisors, LLC146,899
1.5% of portfolio›$7.0M
Langley Wealth Management, LLC146,284
6.8% of portfolio›$6.9M
BlueChip Wealth Advisors LLC144,308
2.3% of portfolio›$6.8M
PKS Advisory Services, LLC140,955
1.1% of portfolio›$6.7M
Magnus Financial Group LLC140,684
0.4% of portfolio›$6.7M
Vise Technologies, Inc.138,567
0.1% of portfolio›$6.6M
Beacon Financial Advisory LLC137,101
1.2% of portfolio›$6.5M
APS Management Group, Inc.136,320
4.6% of portfolio›$6.5M
NWF Advisory Services Inc.131,598
0.6% of portfolio›$6.2M
Axxcess Wealth Management, LLC129,216
0.3% of portfolio›$6.1M
Kuhn & Co Investment Counsel126,972
3.3% of portfolio›$6.0M
Accel Wealth Management126,190
1.3% of portfolio›$6.0M
Townsend Asset Management Corp125,948
1.9% of portfolio›$6.0M
Cooper Financial Group123,057
0.5% of portfolio›$5.8M
Destiny Wealth Partners, LLC123,028
0.6% of portfolio›$5.6M
Fearless Solutions, LLC dba Best Invest110,412
2.7% of portfolio›$5.2M
IMG Wealth Management, Inc.110,179
2.7% of portfolio›$5.2M
NewCorp Financial Services, Inc.105,912
3.8% of portfolio›$5.0M
Latitude Advisors, LLC103,248
1.5% of portfolio›$4.9M
True Blue Financial, LLC103,233
1.8% of portfolio›$4.9M
Hopwood Financial Services, Inc.96,875
2.6% of portfolio›$4.6M
Selby Wealth Management, LLC92,733
1.5% of portfolio›$4.4M
Richards, Merrill & Peterson, Inc.90,828
1.3% of portfolio›$4.3M
Seamount Financial Group Inc87,438
1.6% of portfolio›$4.1M
Blueprint Financial Advisors LLC85,674
0.4% of portfolio›$4.1M
Blueprint Investment Partners LLC85,674
0.3% of portfolio›$4.1M
Spire Wealth Management85,634
0.1% of portfolio›$4.1M
Cornerstone Wealth Management, LLC85,371
0.2% of portfolio›$4.0M
Meridian Wealth Management, LLC84,820
0.1% of portfolio›$4.0M
Transcendent Capital Group LLC83,401
1.6% of portfolio›$4.0M
Alchemi Wealth, LLC82,238
1.8% of portfolio›$3.9M
Barrett & Company, Inc.81,462
1.1% of portfolio›$3.9M
Harpswell Capital Advisors, LLC81,200
2.5% of portfolio›$3.9M
Parkside Investments, LLC80,000
0.4% of portfolio›$3.8M
National Wealth Management Group, LLC79,662
1.1% of portfolio›$3.8M
Lincoln Capital LLC78,569
0.7% of portfolio›$3.7M
Kelleher Financial Advisors78,540
1.0% of portfolio›$3.7M
Brookstone Capital Management78,269
0.0% of portfolio›$3.7M
Creative Planning77,410
0.0% of portfolio›$3.7M
Visionary Wealth Advisors76,641
0.1% of portfolio›$3.6M
Signature Resources Capital Management, LLC75,841
1.5% of portfolio›$3.6M
Capital Investment Advisory Services, LLC74,892
0.2% of portfolio›$3.6M
Worthington Financial Partners, LLC74,544
3.0% of portfolio›$3.5M
Cora Capital Advisors LLC73,869
0.9% of portfolio›$3.5M
Diversify Wealth Management, LLC72,858
0.1% of portfolio›$3.5M
Diversify Advisory Services, LLC72,858
0.1% of portfolio›$3.5M
Bill Few Associates, Inc.70,467
0.7% of portfolio›$3.3M
Fjell Capital, LLC68,752
1.8% of portfolio›$3.3M
Investment Advisory Services Inc66,478
0.9% of portfolio›$3.2M
Investment Planning Advisors, Inc.64,811
0.7% of portfolio›$3.1M
BNB Wealth Management, LLC62,100
1.6% of portfolio›$2.9M
AlphaCore Capital LLC59,189
0.0% of portfolio›$2.8M
Prime Capital Investment Advisors, LLC58,974
0.0% of portfolio›$2.8M
Saxony Capital Management, LLC58,321
1.2% of portfolio›$2.8M
Financial Perspectives, Inc57,403
0.6% of portfolio›$2.7M
Armstrong, Fleming & Moore, Inc56,811
0.9% of portfolio›$2.7M
Colonial River Investments, LLC55,609
0.7% of portfolio›$2.6M
RFG Advisory, LLC54,772
0.0% of portfolio›$2.6M
Trueblood Wealth Management, LLC53,859
0.9% of portfolio›$2.6M
CapWealth Advisors, LLC53,392
0.2% of portfolio›$2.5M
MSH Capital Advisors LLC53,071
0.4% of portfolio›$2.5M
Cyndeo Wealth Partners, LLC51,766
0.1% of portfolio›$2.5M
Junk Investment Group, LLC51,289
1.0% of portfolio›$2.4M
Gemmer Asset Management LLC51,264
0.2% of portfolio›$2.4M
Integrity Alliance, Llc.51,229
0.1% of portfolio›$2.4M
Trinity Wealth Management, LLC50,539
0.8% of portfolio›$2.4M
Weil Company, Inc.50,265
0.4% of portfolio›$2.4M
Park Avenue Securities LLC48,656
0.0% of portfolio›$2.3M
CFS Investment Advisory Services, LLC47,339
0.1% of portfolio›$2.3M
Hunter Associates Investment Management LLC47,049
0.5% of portfolio›$2.2M
Birchwood Financial Partners, Inc.45,855
1.6% of portfolio›$2.2M
Fermata Advisors, LLC45,675
0.4% of portfolio›$2.2M
Private Trust Co NA45,031
0.2% of portfolio›$2.1M
Citigroup Inc44,459
0.0% of portfolio›$2.1M
Clearview Wealth Management LLC44,104
1.6% of portfolio›$2.1M
Vicus Capital42,849
0.1% of portfolio›$2.0M
Nova Financial LLC40,184
0.8% of portfolio›$1.9M
Absolute Capital Management, LLC40,006
0.4% of portfolio›$1.9M
Nautilus Advisors LLC39,912
1.1% of portfolio›$1.9M
Advisor OS, LLC39,697
0.1% of portfolio›$1.9M
Wealthcare Capital Partners, LLC39,270
0.8% of portfolio›$1.9M
Centerline Wealth Advisors, LLC38,842
0.6% of portfolio›$1.8M
Summit Global Investments38,153
0.5% of portfolio›$1.8M
Fiduciary Alliance LLC37,691
0.1% of portfolio›$1.8M
Platt Wealth Management LLC37,448
2.2% of portfolio›$1.8M
Harbor Investment Advisory, LLC37,113
0.1% of portfolio›$1.8M
Tempus Wealth Planning, LLC36,847
0.3% of portfolio›$1.7M
Private Client Services, LLC36,383
0.5% of portfolio›$1.7M
Westside Investment Management, Inc.36,225
0.2% of portfolio›$1.7M
United Advisor Group, LLC35,581
0.2% of portfolio›$1.7M
Security Financial Services, Inc.35,174
0.2% of portfolio›$1.7M
First Heartland Consultants, Inc.34,778
0.1% of portfolio›$1.6M
Ascentis Independent Advisors34,203
0.1% of portfolio›$1.6M
B. Riley Wealth Advisors, Inc.33,765
0.1% of portfolio›$1.6M
Fourpath Capital Management, LLC31,782
0.2% of portfolio›$1.5M
Dynamic Advisor Solutions LLC31,281
0.0% of portfolio›$1.5M
Pines Wealth Management, LLC31,265
0.4% of portfolio›$1.5M
Silverlake Wealth Management LLC31,238
0.3% of portfolio›$1.5M
Canandaigua National Trust Co of Florida30,983
0.8% of portfolio›$1.5M
Lodestone Wealth Management LLC30,704
0.5% of portfolio›$1.5M
Capital Management Associates, Inc30,621
0.3% of portfolio›$1.5M
NavPoint Financial, Inc.29,709
0.5% of portfolio›$1.4M
Professional Financial Advisors, LLC29,411
0.2% of portfolio›$1.4M
LexAurum Advisors, LLC28,893
0.2% of portfolio›$1.4M
M Holdings Securities, Inc.28,497
0.0% of portfolio›$1.3K
Ashton Thomas Securities, LLC28,019
0.1% of portfolio›$1.3M
Lantern Wealth Advisors, LLC27,415
0.6% of portfolio›$1.3M
KOM Wealth Management Group, LLC26,928
0.6% of portfolio›$1.3M
CGN Advisors LLC26,260
0.1% of portfolio›$1.2M
Mann Financial Group, Inc.26,177
1.0% of portfolio›$1.2M
Northwest Financial Advisors25,662
0.2% of portfolio›$1.2M
Melone Private Wealth, LLC24,900
0.5% of portfolio›$1.2M
International Assets Investment Management, LLC24,564
0.1% of portfolio›$1.2M
Norden Group LLC24,047
0.1% of portfolio›$1.1M
Center For Asset Management LLC23,800
0.5% of portfolio›$1.1M
Indivisible Partners23,686
0.1% of portfolio›$1.1M
Mascagni Wealth Management, Inc.23,295
0.7% of portfolio›$1.1M
Summit Wealth Group LLC / Co21,682
0.1% of portfolio›$1.0M
180 Wealth Advisors, LLC21,206
0.1% of portfolio›$1.0M
Procyon Advisors, LLC20,978
0.0% of portfolio›$995.0K
Capital Planning LLC19,864
0.3% of portfolio›$942.1K
Bright Futures Wealth Management, Llc.19,167
0.6% of portfolio›$909.1K
Brown Miller Wealth Management, LLC18,669
0.2% of portfolio›$885.5K
Tortuga Wealth Management, Inc18,627
0.6% of portfolio›$883.7K
HB Wealth Management, LLC18,316
0.0% of portfolio›$868.8K
Cornell Pochily Investment Advisors, Inc.17,508
0.2% of portfolio›$830.4K
Uptick Partners, LLC17,218
0.1% of portfolio›$816.6K
Clearwave Capital, LLC17,154
0.4% of portfolio›$813.6K
Harmony Asset Management LLC16,766
0.2% of portfolio›$795.2K
Processus Wealth & Capital Management, LLC16,662
0.5% of portfolio›$790.3K
Blue Zone Wealth Advisors, LLC16,575
0.1% of portfolio›$786.2K
Tcfg Investment Advisors, LLC16,365
0.3% of portfolio›$776.2K
Certior Financial Group, LLC16,148
0.4% of portfolio›$765.9K
Choreo, LLC15,912
0.0% of portfolio›$754.7K
Focus Financial Network, Inc.15,832
0.0% of portfolio›$750.9K
Intrua Financial, LLC15,149
0.1% of portfolio›$718.5K
Avantax Planning Partners, Inc.14,917
0.0% of portfolio›$707.5K
Carlton Hofferkamp & Jenks Wealth Management, LLC14,880
0.2% of portfolio›$700.1K
Core Wealth Partners LLC14,811
0.3% of portfolio›$702.5K
Weatherly Asset Management L. P.14,695
0.0% of portfolio›$697.0K
Bison Wealth, LLC14,508
0.1% of portfolio›$699.1K
Sard Wealth Management Group, LLC14,154
0.3% of portfolio›$671.3K
High Net Worth Advisory Group LLC14,139
0.1% of portfolio›$670.6K
Hazlett, Burt & Watson, Inc.14,009
0.2% of portfolio›$426.2K
Orba Wealth Advisors, L.L.C.13,653
0.6% of portfolio›$647.6K
Balboa Wealth Partners13,531
0.1% of portfolio›$641.8K
OpenArc Corporate Advisory, LLC13,290
0.0% of portfolio›$630.3K
Perigon Wealth Management, LLC13,176
0.0% of portfolio›$624.9K
Sherman Wealth Management LLC13,034
0.4% of portfolio›$618.2K
WealthSpring Partners, LLC12,724
0.6% of portfolio›$603.5K
IFS Advisors, LLC12,378
0.2% of portfolio›$587.1K
Trilogy Capital Inc.12,182
0.0% of portfolio›$577.8K
StoneX Group Inc.11,999
0.0% of portfolio›$569.1K
GSG Advisors LLC11,828
0.1% of portfolio›$561.0K
Prairie Advisory, LLC11,650
0.1% of portfolio›$552.6K
Hicks Capital Management LLC11,259
0.4% of portfolio›$531.4K
VestGen Advisors, LLC11,256
0.0% of portfolio›$533.9K
Cushing Capital Partners, LLC11,075
0.3% of portfolio›$525.3K
XY Planning Network, Inc.10,670
0.1% of portfolio›$506.1K
Landaas & Co10,486
0.1% of portfolio›$497.4K
Thurston, Springer, Miller, Herd & Titak, Inc.10,422
0.8% of portfolio›$494.3K
Merited Wealth, LLC10,313
0.3% of portfolio›$489.2K
Versant Capital Management, Inc10,263
0.0% of portfolio›$486.8K
Titleist Asset Management, LLC10,213
0.0% of portfolio›$484.4K
Adelphi Trust Co10,128
0.3% of portfolio›$480.4K
Facet Wealth, Inc.9,713
0.0% of portfolio›$460.7K
Brighton Jones LLC9,579
0.0% of portfolio›$454.4K
RIA Advisory Group LLC9,567
0.1% of portfolio›$453.8K
Patriot Financial Group Insurance Agency, LLC9,402
0.0% of portfolio›$446.0K
FCG Investment Co9,263
0.1% of portfolio›$439.3K
Trek Financial, LLC9,082
0.0% of portfolio›$430.8K
Semus Wealth Partners LLC8,905
0.2% of portfolio›$422.4K
Johnson Financial Group, LLC8,653
0.0% of portfolio›$410.4K
Gateway Investment Advisers LLC8,430
0.0% of portfolio›$399.8K
Acorn Wealth Advisors, LLC8,398
0.1% of portfolio›$398.3K
R2 Capital Strategies, LLC8,279
0.2% of portfolio›$392.7K
James J. Burns & Company, LLC8,113
0.0% of portfolio›$384.8K
Quadrant Capital Group LLC8,008
0.0% of portfolio›$385.6K
CRA Financial Services, LLC7,861
0.0% of portfolio›$372.8K
Root Financial Partners, LLC7,824
0.0% of portfolio›$371.1K
Wealthcare Capital Management LLC7,703
0.0% of portfolio›$365.4K
Enzi Wealth7,678
0.1% of portfolio›$369.7K
Simplicity Wealth,LLC7,639
0.0% of portfolio›$362.3K
Advisortrust Partners, LLC7,561
0.1% of portfolio›$358.6K
Cape Investment Advisory, Inc.7,475
0.1% of portfolio›$354.5K
Realta Investment Advisors7,427
0.1% of portfolio›$352.3K
ProCore Advisors, LLC7,310
0.4% of portfolio›$346.7K
Arthur M. Cohen & Associates, LLC7,258
0.1% of portfolio›$344.2K
Guidance Capital, Inc7,234
0.1% of portfolio›$328.9K
SRH Advisors, LLC6,829
0.1% of portfolio›$323.9K
Northland Securities, Inc.6,780
0.2% of portfolio›$321.6K
Sapient Capital LLC6,734
0.0% of portfolio›$319.4K
Herold Advisors, Inc.6,494
0.1% of portfolio›$308.0K
Victory Financial Group, LLC6,280
0.0% of portfolio›$297.9K
McGlone Suttner Wealth Management, Inc.6,003
0.0% of portfolio›$284.7K
Castle Rock Wealth Management, LLC5,914
0.1% of portfolio›$286.7K
HRC Wealth Management, LLC5,812
0.1% of portfolio›$275.7K
Wedbush Securities Inc5,725
0.0% of portfolio›$272.0K
Crown Wealth Group, LLC5,658
0.1% of portfolio›$268.4K
FinDec Wealth Services, Inc.5,645
0.3% of portfolio›$267.7K
Capital Asset Advisory Services LLC5,640
0.0% of portfolio›$260.4K
CoreCap Advisors, LLC5,631
0.0% of portfolio›$267.1K
Lewis Asset Management, LLC5,629
0.1% of portfolio›$267.0K
Pinnacle Bancorp, Inc.5,575
0.1% of portfolio›$264.4K
World Equity Group, Inc.5,547
0.1% of portfolio›$263.1K
Maia Wealth LLC5,513
0.0% of portfolio›$261.5K
Acorn Financial Advisory Services Inc5,466
0.0% of portfolio›$259.3K
First Citizens Bank & Trust Co5,374
0.0% of portfolio›$254.9K
Gamma Investing LLC5,161
0.0% of portfolio›$244.8K
4Wealth Advisors, Inc.5,128
0.2% of portfolio›$244.8K
Forvis Mazars Wealth Advisors, LLC5,086
0.0% of portfolio›$241.2K
Cypress Capital, LLC5,071
0.1% of portfolio›$240.5K
Fifth Third Securities, Inc.5,037
0.0% of portfolio›$238.9K
Planned Solutions, Inc.4,971
0.1% of portfolio›$235.8K
Convergence Financial, LLC4,729
0.0% of portfolio›$224.3K
Richardson Capital Management LLC4,725
0.1% of portfolio›$224.1K
First Affirmative Financial Network4,656
0.0% of portfolio›$220.8K
Wespac Advisors, LLC4,593
0.1% of portfolio›$217.8K
Southland Equity Partners LLC4,592
0.0% of portfolio›$217.8K
Provenance Wealth Advisors, LLC4,558
0.0% of portfolio›$216.2K
Partners Wealth Management, LLC4,492
0.0% of portfolio›$213.1K
Eagle Bluffs Wealth Management LLC4,457
0.1% of portfolio›$211.4K
Martin Capital Partners, LLC4,388
0.1% of portfolio›$208.1K
Thrivent Financial for Lutherans4,384
0.0% of portfolio›$208.0K
Silver Grove Financial Group, Inc.2,974
0.1% of portfolio›$141.0K
Chilton Capital Management LLC2,905
0.0% of portfolio›$137.8K
Mather Group, Llc.2,761
0.0% of portfolio›$131.0K
Dhjj Financial Advisors, Ltd.2,732
0.0% of portfolio›$129.6K
Larson Financial Group LLC2,609
0.0% of portfolio›$123.7K
Plante Moran Financial Advisors, LLC2,415
0.0% of portfolio›$114.6K
Beacon Investment Advisory Services, Inc.2,270
0.0% of portfolio›$107.7K
Archer Investment Corp2,142
0.0% of portfolio›$101.6K
TrustBank2,000
0.0% of portfolio›$94.9K
Rossby Financial, LCC1,846
0.0% of portfolio›$87.6K
Lanark Financial, Inc.1,759
0.0% of portfolio›$83.4K
Beacon Financial Strategies Corp1,700
0.0% of portfolio›$80.6K
Avion Wealth1,540
0.1% of portfolio›$73.0K
Signature Equity Partners, LLC1,483
0.0% of portfolio›$70.3K
North Star Investment Management Corp.1,295
0.0% of portfolio›$61.4K
Trust Co of Vermont1,266
0.0% of portfolio›$60.0K
Armstrong Advisory Group, Inc1,179
0.0% of portfolio›$55.9K
Fairscale Capital, LLC1,134
0.0% of portfolio›$51.8K
Whipplewood Advisors, LLC1,070
0.0% of portfolio›$50.8K
Trust Co1,029
0.0% of portfolio›$48.8K
Moisand Fitzgerald Tamayo, LLC1,000
0.0% of portfolio›$47.4K
UMB Private Wealth Management, LLC905
0.0% of portfolio›$42.9K
Carnegie Lake Advisors LLC752
0.3% of portfolio›$894.9K
CX Institutional701
0.0% of portfolio›$33
Triumph Capital Management660
0.0% of portfolio›$31.3K
Indiana Trust & Investment Management Co602
0.0% of portfolio›$28.6K
Meriwether Wealth & Planning, LLC310
0.0% of portfolio›$14.7K
SJS Investment Consulting Inc.250
0.0% of portfolio›$11.9K
KFG LLC192
0.0% of portfolio›$9.1K
William Mack & Associates, Inc.186
0.0% of portfolio›$8.8K
MV Capital Management, Inc.170
0.0% of portfolio›$8.1K
Vima LLC150
0.0% of portfolio›$7.1K
Hilton Head Capital Partners, LLC145
0.0% of portfolio›$6.9K
Marshall & Sterling Wealth Advisors Inc.140
0.0% of portfolio›$6.6K
Central Pacific Bank - Trust Division117
0.0% of portfolio›$5.5K
Arvest Investments, Inc.115
0.0% of portfolio›$5.5K
Abound Wealth Management102
0.0% of portfolio›$4.8K
Hilltop National Bank84
0.0% of portfolio›$4.0K
MassMutual Private Wealth & Trust, FSB62
0.0% of portfolio›$2.9K
Signaturefd, LLC51
0.0% of portfolio›$2.4K
Nfsg Corp40
0.0% of portfolio›$1.9K
Decker Retirement Planning Inc.34
0.0% of portfolio›$1.6K
Golden State Wealth Management, LLC17
0.0% of portfolio›$808
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
13,192,283$625.7M0.8%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
5,575,001$264.4M1.5%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
4,873,101$231.1M0.7%CoreLowAustin, TX2026-11-02
Kestra Investment Management, LLC
3,155,244$149.7M2.8%ETFMediumAustin, TX2026-11-04
Signature Estate & Investment Advisors LLC
2,148,013$101.9M1.8%ETFMediumLos Angeles, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
2,062,246$98.7M0.1%CoreLowPlymouth, MN2026-10-13
Aprio Wealth Management, LLC
1,779,873$84.4M3.8%ETFMediumAtlanta, GA2026-10-28
New England Capital Financial Advisors LLC
1,546,363$73.3M17.1%ETFLowMeriden, CT2026-11-03
Prospera Financial Services Inc
1,502,279$68.6M0.9%CoreMediumDallas, TX2026-11-04
JSF Financial, LLC
1,486,734$70.5M10.8%ETFMediumLos Angeles, CA2026-10-22
Confluence Wealth Services, Inc.
1,437,881$68.2M1.8%ETFVery LowMcmurray, PA2026-11-05
Johnson Bixby & Associates, LLC
1,411,799$67.0M7.3%ETFMediumVancouver, WA2026-10-14
Wealthcare Advisory Partners LLC
1,283,548$60.9M1.0%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
1,115,207$52.9M0.4%GrowthMediumTampa, FL2026-10-16
Assetmark, Inc
1,001,593$47.5M0.1%ETFLowConcord, CA2026-10-21
AA Financial Advisors, LLC
961,621$45.6M5.4%ETFMediumColumbus, OH2026-10-19
Summit Investment Advisory Services, LLC
958,358$45.5M11.3%ETFVery LowRoseville, MN2026-11-03
Gerber Kawasaki Wealth & Investment Management
826,571$39.2M1.0%ETFLowSanta Monica, CA2026-10-29
Eclectic Associates Inc
825,418$39.1M4.4%ETFVery LowFullerton, CA2026-10-09
D.A. Davidson & Co.
813,767$38.6M0.2%CoreLowGreat Falls, MT2026-10-28
HUB Investment Partners, LLC
808,535$38.3M0.7%GrowthLowAustin, TX2026-11-03
Ergawealth Advisors, Inc.
798,990$37.9M15.0%ETFMediumOak Brook, IL2026-10-21
Wealth Science Advisors LLC
756,850$35.9M15.1%ETFMediumAlpharetta, GA2026-10-09
IFP Advisors, Inc
749,889$35.6M0.6%GrowthLowTampa, FL2026-10-16
Truist Financial Corp
643,565$30.5M0.0%CoreLowCharlotte, NC2026-10-30
Davenport & Co LLC
630,124$29.9M0.2%CoreMediumRichmond, VA2026-10-14
J. Derek Lewis & Associates Inc.
557,309$26.4M4.8%ETFLowNewport Beach, CA2026-11-03
Financial Council, LLC
546,385$25.9M8.2%ETFVery LowTowson, MD2026-11-02
Valley National Advisers Inc
537,517$25.5M2.8%ETFLowBethlehem, PA2026-10-23
Strategic Blueprint, LLC
510,623$24.2M1.2%ETFLowAtlanta, GA2026-10-22
Greenbush Financial Group, LLC
495,067$23.5M6.9%ETFLowAlbany, NY2026-10-15
Lynch & Associates
485,392$23.0M3.3%CoreVery LowEvansville, IN2026-10-13
Souders Financial Advisors
479,118$22.7M2.2%ETFLowCincinnati, OH2026-11-03
Hartmann Taylor Wealth Management, LLC
469,722$22.3M12.5%ETFVery LowDallas, TX2026-10-14
Stonebridge Financial Group, LLC
469,504$22.3M1.6%ETFMediumWormleysburg, PA2026-10-01
AdvisorNet Financial, Inc
460,000$21.8M1.0%ETFLowMinnetonka, MN2026-10-15
EverSource Wealth Advisors, LLC
447,482$21.2M0.7%CoreMediumBirmingham, AL2026-11-04
Challenger Wealth Management
433,439$20.6M15.0%CoreVery LowAliso Viejo, CA2026-10-30
Main Line Retirement Advisors, LLC
408,056$19.4M8.5%ETFLowWhitefish, MT2026-10-14
Adamsbrown Wealth Consultants LLC
406,327$19.3M3.5%ETFLowWichita, KS2026-10-20
Farther Finance Advisors, LLC
404,589$19.2M0.1%IndexLowSan Francisco, CA2026-10-08
Founders Financial Securities LLC
402,602$19.1M0.9%ETFMediumTowson, MD2026-10-28
Oppenheimer & Co Inc
399,790$19.0M0.2%CoreLowNew York, NY2026-10-26
Ferguson Shapiro LLC
391,443$18.6M5.4%ETFHighDecatur, GA2026-10-16
Integrity Advisory Solutions, LLC
380,859$18.1M1.9%ETFMediumDallas, TX2026-10-29
Mission Wealth Management, LP
370,344$17.6M0.3%ETFLowSanta Barbara, CA2026-10-15
Kestra Private Wealth Services, LLC
368,765$17.5M0.2%GrowthLowAustin, TX2026-10-30
Kingswood Wealth Advisors, LLC
354,915$16.8M0.6%GrowthLowSan Diego, CA2026-10-23
CLG LLC
353,333$16.8M3.5%ETFMediumLong Beach, CA2026-10-13
Daymark Wealth Partners, LLC
345,768$16.4M0.4%CoreLowCincinnati, OH2026-11-04
Gutierrez Wealth Advisory, LLC
339,236$16.1M8.5%ETFLowLittle Rock, AR2026-11-02
Midwest Heritage Bank, FSB
339,032$16.1M4.7%ETFVery LowWest Des Moines, IA2026-10-26
Michael Brady & Co., LLC
338,508$16.1M14.6%ETFLowWestlake, OH2026-10-23
Fulton Bank, N.A.
329,818$15.6M0.5%CoreLowLancaster, PA2026-10-14
Ballew Advisors, Inc
312,266$14.9M7.4%ETFLowJackson, MS2026-10-05
Strategic Family Wealth Counselors, L.L.C.
298,170$14.1M3.3%ETFVery LowFairfield, NJ2026-10-29
James T. Borello RIA
294,628$14.0M2.9%ETFVery LowEast Dundee, IL2026-10-16
LongView Wealth Management
281,380$13.3M3.2%ETFLowAtlanta, GA2026-10-19
Apollon Wealth Management, LLC
278,970$13.2M0.2%GrowthLowMount Pleasant, SC2026-10-23
Armor Investment Advisors, LLC
278,962$13.2M4.3%ETFLowRaleigh, NC2026-10-27
Clear Creek Financial Management, LLC
271,059$12.9M1.0%ETFMediumSilverdale, WA2026-10-28
Independent Financial Group, LLC
256,325$12.2M0.2%GrowthLowSan Diego, CA2026-10-13
Flagship Harbor Advisors, LLC
255,641$12.1M0.5%ETFMediumBoston, MA2026-10-26
McCollum Christoferson Group LLC
253,752$11.2M3.3%GrowthLowAmherst, NY2026-10-13
Genesis Private Wealth, LLC
247,168$11.7M3.3%ETFLowAshburn, VA2026-11-02
HBW Advisory Services LLC
245,805$11.7M1.2%ETFMediumSimi Valley, CA2026-10-15
Sovran Advisors, LLC
245,459$11.5M0.8%ETFMediumSan Diego, CA2026-11-02
Dean, Jacobson Financial Services, LLC
244,731$11.6M6.4%ETFLowFort Worth, TX2026-10-29
KWB Wealth
243,471$11.5M1.0%ETFMediumRedlands, CA2026-10-16
MGO One Seven LLC
241,256$11.4M0.2%GrowthLowBeachwood, OH2026-10-28
Boyer Financial Services, Inc.
235,198$11.2M8.9%ETFLowNewport Beach, CA2026-10-23
Financial Security Advisor, Inc.
234,844$11.1M1.9%CoreLowVirginia Beach, VA2026-11-03
Bank of New York Mellon Corp
234,519$11.1M0.0%CoreLowNew York, NY2026-11-05
tru Independence LLC
231,237$11.0M4.7%ETFLowPortland, OR2026-10-20
Smith Thornton Advisors LLC
229,823$10.9M4.8%ETFVery LowHuntsville, AL2026-10-16
rebel Financial LLC
227,947$10.8M4.4%N/AVery LowGroveport, OH2026-11-04
Quantum Financial Partners LLC
227,460$10.8M5.6%ETFN/AOverland Park, KS2026-10-19
BetterWealth, LLC
223,855$10.6M1.8%ETFVery LowSan Jose, CA2026-10-15
Equity Wealth Partners, LLC
220,296$10.4M3.4%ETFVery LowIndependence, MO2026-10-26
Sagespring Wealth Partners, LLC
219,719$10.4M0.2%ETFLowFranklin, TN2026-10-22
McCarthy Asset Management, Inc.
219,602$10.4M5.0%ETFMediumRedwood Shores, CA2026-10-20
Flynn Zito Capital Management, LLC
217,337$10.3M2.7%ETFLowGarden City, NY2026-11-04
Burford Brothers, Inc.
211,057$10.0M3.6%CoreLowDallas, TX2026-10-21
Investmark Advisory Group LLC
201,702$9.6M3.1%ETFVery LowShelton, CT2026-10-27
Charter Capital Management, Llc\de
191,446$9.1M4.1%ETFVery LowBrookfield, WI2026-10-28
M.E. Allison & Co., Inc.
189,720$9.0M5.0%CoreLowSan Antonio, TX2026-10-09
Ridgeline Wealth Planning, LLC
189,695$9.0M5.2%ETFLowCenterville, OH2026-10-29
Sigma Planning Corp
184,844$8.7M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Financial Management Network Inc
183,617$8.8M1.3%ETFLowMission Viejo, CA2026-10-09
Koshinski Asset Management, Inc.
182,691$8.7M0.5%ETFLowDecatur, IL2026-10-29
Modera Wealth Management, LLC
181,833$8.6M0.1%ETFVery LowWestwood, NJ2026-10-28
Stewardship Concepts Financial Services LLC
180,022$8.5M5.6%ETFLowSpokane, WA2026-10-06
Beacon Financial Group
176,247$8.4M0.8%ETFMediumDallas, TX2026-10-19
Venture Visionary Partners LLC
175,028$8.3M0.2%CoreLowSylvania, OH2026-10-07
PFG Advisors
174,780$8.3M0.4%ETFMediumPhoenix, AZ2026-10-16
Total Clarity Wealth Management, Inc.
174,144$8.3M1.6%ETFMediumSt. Charles, IL2026-10-26
Cullen T Bankers, Inc.
171,218$8.1M0.1%GrowthLowSan Antonio, TX2026-10-28
Creative Financial Designs Inc
168,475$8.0M0.4%ETFMediumKokomo, IN2026-11-04
Olistico Wealth, LLC
167,041$7.9M3.3%GrowthVery LowTulsa, OK2026-10-05
Legacy Solutions, LLC
165,161$7.8M6.0%ETFLowKennett Square, PA2026-10-07
Atria Investments, Inc
162,981$7.7M0.1%CoreMediumCharlotte, NC2026-10-15
Lantz Financial LLC
161,991$7.7M1.4%ETFLowNaperville, IL2026-10-15
Ashton Thomas Private Wealth, LLC
161,857$7.7M0.2%CoreMediumScottsdale, AZ2026-11-03
A&I Financial Services, LLC
154,811$7.3M3.1%ETFHighLone Tree, CO2026-10-15
CWS Financial Advisors, LLC
146,899$7.0M1.5%ETFVery LowKalamazoo, MI2026-10-16
Langley Wealth Management, LLC
146,284$6.9M6.8%CoreN/ACorinth, MS2026-11-04
BlueChip Wealth Advisors LLC
144,308$6.8M2.3%ETFMediumMilton, GA2026-11-03
PKS Advisory Services, LLC
140,955$6.7M1.1%ETFMediumAlbany, NY2026-10-26
Magnus Financial Group LLC
140,684$6.7M0.4%ETFLowNew York, NY2026-10-21
Vise Technologies, Inc.
138,567$6.6M0.1%IndexLowNew York, NY2026-10-29
Beacon Financial Advisory LLC
137,101$6.5M1.2%ETFLowCleveland, OH2026-10-16
APS Management Group, Inc.
136,320$6.5M4.6%ETFMediumTorrance, CA2026-10-14
NWF Advisory Services Inc.
131,598$6.2M0.6%GARPLowLos Angeles, CA2026-10-19
Axxcess Wealth Management, LLC
129,216$6.1M0.3%CoreLowCarlsbad, CA2026-10-21
Kuhn & Co Investment Counsel
126,972$6.0M3.3%CoreLowChicago, IL2026-10-29
Accel Wealth Management
126,190$6.0M1.3%ETFLowWaverly, IA2026-10-13
Townsend Asset Management Corp
125,948$6.0M1.9%CoreLowRaleigh, NC2026-10-29
Cooper Financial Group
123,057$5.8M0.5%GrowthMediumIrvine, CA2026-10-07
Destiny Wealth Partners, LLC
123,028$5.6M0.6%ETFMediumTavares, FL2026-11-05
Fearless Solutions, LLC dba Best Invest
110,412$5.2M2.7%ETFLowSan Antonio, TX2026-10-14
IMG Wealth Management, Inc.
110,179$5.2M2.7%ETFMediumJacksonville, FL2026-10-27
NewCorp Financial Services, Inc.
105,912$5.0M3.8%ETFLowAlpharetta, GA2026-10-14
Latitude Advisors, LLC
103,248$4.9M1.5%ETFLowYorkville, IL2026-10-27
True Blue Financial, LLC
103,233$4.9M1.8%ETFLowStevensville, MI2026-10-15
Hopwood Financial Services, Inc.
96,875$4.6M2.6%ETFLowReston, VA2026-10-29
Selby Wealth Management, LLC
92,733$4.4M1.5%ETFVery LowEmeryville, CA2026-10-16
Richards, Merrill & Peterson, Inc.
90,828$4.3M1.3%GrowthLowSpokane, WA2026-10-19
Seamount Financial Group Inc
87,438$4.1M1.6%ETFLowColorado Springs, CO2026-10-21
Blueprint Financial Advisors LLC
85,674$4.1M0.4%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
85,674$4.1M0.3%ETFMediumGreensboro, NC2026-10-28
Spire Wealth Management
85,634$4.1M0.1%GrowthMediumMclean, VA2026-10-30
Cornerstone Wealth Management, LLC
85,371$4.0M0.2%ETFVery LowSt. Peters, MO2026-11-04
Meridian Wealth Management, LLC
84,820$4.0M0.1%GrowthLowLexington, KY2026-11-05
Transcendent Capital Group LLC
83,401$4.0M1.6%ETFMediumEdmond, OK2026-10-28
Alchemi Wealth, LLC
82,238$3.9M1.8%CoreLowEssex, CT2026-11-04
Barrett & Company, Inc.
81,462$3.9M1.1%ETFLowProvidence, RI2026-10-22
Harpswell Capital Advisors, LLC
81,200$3.9M2.5%ETFMediumYarmouth, ME2026-10-09
Parkside Investments, LLC
80,000$3.8M0.4%ETFLowDeerfield, IL2026-10-20
National Wealth Management Group, LLC
79,662$3.8M1.1%ETFMediumCincinnati, OH2026-10-26
Lincoln Capital LLC
78,569$3.7M0.7%CoreVery LowLincoln, NE2026-10-09
Kelleher Financial Advisors
78,540$3.7M1.0%CoreMediumNew York, NY2026-10-30
Brookstone Capital Management
78,269$3.7M0.0%ETFMediumWheaton, IL2026-10-22
Creative Planning
77,410$3.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Visionary Wealth Advisors
76,641$3.6M0.1%ETFLowO'Fallon, IL2026-11-04
Signature Resources Capital Management, LLC
75,841$3.6M1.5%ETFLowNewport Beach, CA2026-10-16
Capital Investment Advisory Services, LLC
74,892$3.6M0.2%CoreMediumRaleigh, NC2026-10-30
Worthington Financial Partners, LLC
74,544$3.5M3.0%GrowthLowWorthington, OH2026-10-13
Cora Capital Advisors LLC
73,869$3.5M0.9%ETFLowMarlton, NJ2026-11-02
Diversify Wealth Management, LLC
72,858$3.5M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
72,858$3.5M0.1%GrowthLowSandy, UT2026-10-20
Bill Few Associates, Inc.
70,467$3.3M0.7%CoreVery LowSewickley, PA2026-10-09
Fjell Capital, LLC
68,752$3.3M1.8%GrowthLowFargo, ND2026-10-13
Investment Advisory Services Inc
66,478$3.2M0.9%CoreLowThe Woodlands, TX2026-10-27
Investment Planning Advisors, Inc.
64,811$3.1M0.7%ETFMediumCumming, GA2026-10-14
BNB Wealth Management, LLC
62,100$2.9M1.6%ETFMediumSilver Spring, MD2026-10-28
AlphaCore Capital LLC
59,189$2.8M0.0%ETFLowLa Jolla, CA2026-11-04
Prime Capital Investment Advisors, LLC
58,974$2.8M0.0%ETFLowOverland Park, KS2026-10-20
Saxony Capital Management, LLC
58,321$2.8M1.2%ETFMediumSt. Louis, MO2026-10-15
Financial Perspectives, Inc
57,403$2.7M0.6%GrowthVery LowMinneapolis, MN2026-11-03
Armstrong, Fleming & Moore, Inc
56,811$2.7M0.9%GrowthVery LowWashington, DC2026-10-28
Colonial River Investments, LLC
55,609$2.6M0.7%GrowthMediumMidlothian, VA2026-10-19
RFG Advisory, LLC
54,772$2.6M0.0%ETFMediumBirmingham, AL2026-11-03
Trueblood Wealth Management, LLC
53,859$2.6M0.9%CoreLowLima, OH2026-10-23
CapWealth Advisors, LLC
53,392$2.5M0.2%CoreLowFranklin, TN2026-10-05
MSH Capital Advisors LLC
53,071$2.5M0.4%CoreLowScottsdale, AZ2026-11-03
Cyndeo Wealth Partners, LLC
51,766$2.5M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Junk Investment Group, LLC
51,289$2.4M1.0%ETFVery LowHunt Valley, MD2026-10-19
Gemmer Asset Management LLC
51,264$2.4M0.2%ETFLowWalnut Creek, CA2026-10-16
Integrity Alliance, Llc.
51,229$2.4M0.1%ETFMediumUrbandale, IA2026-10-29
Trinity Wealth Management, LLC
50,539$2.4M0.8%ETFMediumBerwyn, PA2026-10-13
Weil Company, Inc.
50,265$2.4M0.4%ETFLowSan Diego, CA2026-10-14
Park Avenue Securities LLC
48,656$2.3M0.0%ETFMediumNew York, NY2026-10-26
CFS Investment Advisory Services, LLC
47,339$2.3M0.1%ETFMediumTotowa, NJ2026-10-19
Hunter Associates Investment Management LLC
47,049$2.2M0.5%CoreLowPittsburgh, PA2026-10-26
Birchwood Financial Partners, Inc.
45,855$2.2M1.6%ETFVery LowBloomington, MN2026-11-02
Fermata Advisors, LLC
45,675$2.2M0.4%ETFLowSonoma, CA2026-10-13
Private Trust Co NA
45,031$2.1M0.2%CoreLowCleveland, OH2026-10-20
Citigroup Inc
44,459$2.1M0.0%CoreMediumNew York, NY2026-11-04
Clearview Wealth Management LLC
44,104$2.1M1.6%ETFLowIrvine, CA2026-10-16
Vicus Capital
42,849$2.0M0.1%ETFMediumState College, PA2026-11-05
Nova Financial LLC
40,184$1.9M0.8%N/AN/ATucson, AZ2026-11-04
Absolute Capital Management, LLC
40,006$1.9M0.4%ETFMediumPittsburgh, PA2026-10-16
Nautilus Advisors LLC
39,912$1.9M1.1%GrowthLowLa Jolla, CA2026-10-07
Advisor OS, LLC
39,697$1.9M0.1%ETFMediumChicago, IL2026-11-03
Wealthcare Capital Partners, LLC
39,270$1.9M0.8%ETFLowWest Chester, PA2026-10-21
Centerline Wealth Advisors, LLC
38,842$1.8M0.6%ETFHighLouisville, KY2026-10-15
Summit Global Investments
38,153$1.8M0.5%CoreMediumBountiful, UT2026-10-28
Fiduciary Alliance LLC
37,691$1.8M0.1%CoreMediumGreenville, SC2026-10-13
Platt Wealth Management LLC
37,448$1.8M2.2%GrowthVery LowSan Diego, CA2026-11-04
Harbor Investment Advisory, LLC
37,113$1.8M0.1%GrowthLowLutherville, MD2026-10-13
Tempus Wealth Planning, LLC
36,847$1.7M0.3%ETFMediumIrvine, CA2026-10-14
Private Client Services, LLC
36,383$1.7M0.5%ETFMediumLouisville, KY2026-10-02
Westside Investment Management, Inc.
36,225$1.7M0.2%GrowthLowSanta Monica, CA2026-11-02
United Advisor Group, LLC
35,581$1.7M0.2%ETFLowCincinnati, OH2026-11-03
Security Financial Services, Inc.
35,174$1.7M0.2%ETFMediumFort Wayne, IN2026-10-29
First Heartland Consultants, Inc.
34,778$1.6M0.1%ETFMediumLake St. Louis, MO2026-10-08
Ascentis Independent Advisors
34,203$1.6M0.1%ETFLowDallas, TX2026-11-03
B. Riley Wealth Advisors, Inc.
33,765$1.6M0.1%GrowthLowMemphis, TN2026-10-13
Fourpath Capital Management, LLC
31,782$1.5M0.2%CoreMediumOklahoma City, OK2026-10-19
Dynamic Advisor Solutions LLC
31,281$1.5M0.0%ETFLowPhoenix, AZ2026-10-13
Pines Wealth Management, LLC
31,265$1.5M0.4%GrowthLowSouthern Pines, NC2026-10-21
Silverlake Wealth Management LLC
31,238$1.5M0.3%ETFLowWilliston, VT2026-10-21
Canandaigua National Trust Co of Florida
30,983$1.5M0.8%CoreLowCanandaigua, NY2026-10-07
Lodestone Wealth Management LLC
30,704$1.5M0.5%CoreLowSpokane, WA2026-10-14
Capital Management Associates, Inc
30,621$1.5M0.3%ETFLowMinneapolis, MN2026-10-20
NavPoint Financial, Inc.
29,709$1.4M0.5%ETFVery LowPrior Lake, MN2026-10-21
Professional Financial Advisors, LLC
29,411$1.4M0.2%ETFMediumNorth Platte, NE2026-10-13
LexAurum Advisors, LLC
28,893$1.4M0.2%ETFLowOverland Park, KS2026-10-19
M Holdings Securities, Inc.
28,497$1.3K0.0%ETFHighPortland, OR2026-11-03
Ashton Thomas Securities, LLC
28,019$1.3M0.1%ETFMediumRochester, NY2026-10-26
Lantern Wealth Advisors, LLC
27,415$1.3M0.6%GrowthLowMelville, NY2026-10-22
KOM Wealth Management Group, LLC
26,928$1.3M0.6%ETFLowAppleton, WI2026-10-15
CGN Advisors LLC
26,260$1.2M0.1%ETFLowManhattan, KS2026-10-21
Mann Financial Group, Inc.
26,177$1.2M1.0%ETFLowDetroit Lakes, MN2026-10-15
Northwest Financial Advisors
25,662$1.2M0.2%ETFLowHerndon, VA2026-10-27
Melone Private Wealth, LLC
24,900$1.2M0.5%ETFMediumAuburn Hills, MI2026-10-16
International Assets Investment Management, LLC
24,564$1.2M0.1%CoreVery HighOrlando, FL2026-11-02
Norden Group LLC
24,047$1.1M0.1%GrowthMediumProvo, UT2026-10-20
Center For Asset Management LLC
23,800$1.1M0.5%ETFMediumPalm Beach Gardens, FL2026-10-16
Indivisible Partners
23,686$1.1M0.1%GrowthMediumClearwater, FL2026-10-26
Mascagni Wealth Management, Inc.
23,295$1.1M0.7%ETFLowClinton, MS2026-10-23
Summit Wealth Group LLC / Co
21,682$1.0M0.1%ETFHighColorado Springs, CO2026-10-29
180 Wealth Advisors, LLC
21,206$1.0M0.1%CoreLowFederal Way, WA2026-11-03
Procyon Advisors, LLC
20,978$995.0K0.0%CoreVery LowShelton, CT2026-10-21
Capital Planning LLC
19,864$942.1K0.3%ETFLowBellevue, WA2026-10-09
Bright Futures Wealth Management, Llc.
19,167$909.1K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
Brown Miller Wealth Management, LLC
18,669$885.5K0.2%GrowthLowMclean, VA2026-11-02
Tortuga Wealth Management, Inc
18,627$883.7K0.6%CoreLowTorrance, CA2026-10-27
HB Wealth Management, LLC
18,316$868.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Cornell Pochily Investment Advisors, Inc.
17,508$830.4K0.2%CoreLowIthaca, NY2026-10-19
Uptick Partners, LLC
17,218$816.6K0.1%ETFLowNacogdoches, TX2026-11-04
Clearwave Capital, LLC
17,154$813.6K0.4%GrowthLowUpland, CA2026-10-27
Harmony Asset Management LLC
16,766$795.2K0.2%GrowthMediumScottsdale, AZ2026-10-20
Processus Wealth & Capital Management, LLC
16,662$790.3K0.5%GrowthVery LowBrentwood, TN2026-10-16
Blue Zone Wealth Advisors, LLC
16,575$786.2K0.1%MomentumLowLos Angeles, CA2026-10-19
Tcfg Investment Advisors, LLC
16,365$776.2K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Certior Financial Group, LLC
16,148$765.9K0.4%ETFMediumKing Of Prussia, PA2026-10-19
Choreo, LLC
15,912$754.7K0.0%IndexLowRockford, IL2026-10-28
Focus Financial Network, Inc.
15,832$750.9K0.0%ETFLowMinneapolis, MN2026-10-14
Intrua Financial, LLC
15,149$718.5K0.1%ETFMediumHouston, TX2026-10-28
Avantax Planning Partners, Inc.
14,917$707.5K0.0%ETFLowDubuque, IA2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
14,880$700.1K0.2%ETFLowThe Woodlands, TX2026-10-21
Core Wealth Partners LLC
14,811$702.5K0.3%GrowthLowSanta Rosa, CA2026-11-02
Weatherly Asset Management L. P.
14,695$697.0K0.0%GrowthVery LowDel Mar, CA2026-10-20
Bison Wealth, LLC
14,508$699.1K0.1%GrowthMediumAtlanta, GA2026-10-13
Sard Wealth Management Group, LLC
14,154$671.3K0.3%ETFVery LowAtlanta, GA2026-10-16
High Net Worth Advisory Group LLC
14,139$670.6K0.1%ETFVery LowNaples, FL2026-10-26
Hazlett, Burt & Watson, Inc.
14,009$426.2K0.2%CoreVery LowWheeling, WV2026-11-04
Orba Wealth Advisors, L.L.C.
13,653$647.6K0.6%ETFMediumChicago, IL2026-10-23
Balboa Wealth Partners
13,531$641.8K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
OpenArc Corporate Advisory, LLC
13,290$630.3K0.0%GrowthLowAtlanta, GA2026-10-21
Perigon Wealth Management, LLC
13,176$624.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Sherman Wealth Management LLC
13,034$618.2K0.4%ETFLowGaithersburg, MD2026-10-16
WealthSpring Partners, LLC
12,724$603.5K0.6%ETFLowLong Beach, CA2026-10-14
IFS Advisors, LLC
12,378$587.1K0.2%ETFLowOverland Park, KS2026-10-14
Trilogy Capital Inc.
12,182$577.8K0.0%ETFMediumIrvine, CA2026-10-20
StoneX Group Inc.
11,999$569.1K0.0%ETFMediumNew York, NY2026-11-03
GSG Advisors LLC
11,828$561.0K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Prairie Advisory, LLC
11,650$552.6K0.1%ETFN/ALeawood, KS2026-10-19
Hicks Capital Management LLC
11,259$531.4K0.4%ETFVery LowColumbus, OH2026-10-20
VestGen Advisors, LLC
11,256$533.9K0.0%GrowthMediumChicago, IL2026-10-27
Cushing Capital Partners, LLC
11,075$525.3K0.3%ETFLowDelafield, WI2026-10-20
XY Planning Network, Inc.
10,670$506.1K0.1%ETFLowBozeman, MT2026-10-14
Landaas & Co
10,486$497.4K0.1%ETFVery LowMilwaukee, WI2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
10,422$494.3K0.8%GrowthMediumIndianapolis, IN2026-10-14
Merited Wealth, LLC
10,313$489.2K0.3%ETFMediumNorth Bay Village, FL2026-10-13
Versant Capital Management, Inc
10,263$486.8K0.0%GARPLowPhoenix, AZ2026-10-02
Titleist Asset Management, LLC
10,213$484.4K0.0%ETFLowSan Antonio, TX2026-10-08
Adelphi Trust Co
10,128$480.4K0.3%GrowthLowSaint Petersburg, FL2026-10-05
Facet Wealth, Inc.
9,713$460.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Brighton Jones LLC
9,579$454.4K0.0%CoreVery LowSeattle, WA2026-11-03
RIA Advisory Group LLC
9,567$453.8K0.1%ETFHighSioux Falls, SD2026-10-15
Patriot Financial Group Insurance Agency, LLC
9,402$446.0K0.0%GrowthLowWalpole, MA2026-10-14
FCG Investment Co
9,263$439.3K0.1%GrowthHighGermantown, TN2026-10-13
Trek Financial, LLC
9,082$430.8K0.0%ETFHighScottsdale, AZ2026-10-29
Semus Wealth Partners LLC
8,905$422.4K0.2%GrowthLowBoca Raton, FL2026-10-22
Johnson Financial Group, LLC
8,653$410.4K0.0%ETFLowDenver, CO2026-11-03
Gateway Investment Advisers LLC
8,430$399.8K0.0%GrowthLowCincinnati, OH2026-10-13
Acorn Wealth Advisors, LLC
8,398$398.3K0.1%ETFLowGrand Blanc, MI2026-10-19
R2 Capital Strategies, LLC
8,279$392.7K0.2%ETFN/ALincoln, NE2026-10-15
James J. Burns & Company, LLC
8,113$384.8K0.0%ETFVery LowMelville, NY2026-10-22
Quadrant Capital Group LLC
8,008$385.6K0.0%CoreLowCincinnati, OH2026-10-20
CRA Financial Services, LLC
7,861$372.8K0.0%ETFVery LowNorthfield, NJ2026-10-16
Root Financial Partners, LLC
7,824$371.1K0.0%ETFMediumEncinitas, CA2026-10-21
Wealthcare Capital Management LLC
7,703$365.4K0.0%ETFVery LowRichmond, VA2026-10-21
Enzi Wealth
7,678$369.7K0.1%ETFMediumAustin, TX2026-10-14
Simplicity Wealth,LLC
7,639$362.3K0.0%ETFLowSummit, NJ2026-10-23
Advisortrust Partners, LLC
7,561$358.6K0.1%CoreHighRaleigh, NC2026-11-02
Cape Investment Advisory, Inc.
7,475$354.5K0.1%ETFLowMcdonough, GA2026-10-13
Realta Investment Advisors
7,427$352.3K0.1%GrowthMediumWilmington, DE2026-10-14
ProCore Advisors, LLC
7,310$346.7K0.4%GARPLowNewport Beach, CA2026-10-14
Arthur M. Cohen & Associates, LLC
7,258$344.2K0.1%GrowthVery LowNorthbrook, IL2026-10-26
Guidance Capital, Inc
7,234$328.9K0.1%ETFMediumLousville, KY2026-11-03
SRH Advisors, LLC
6,829$323.9K0.1%ETFVery LowSalina, KS2026-10-22
Northland Securities, Inc.
6,780$321.6K0.2%ETFLowMinneapolis, MN2026-11-02
Sapient Capital LLC
6,734$319.4K0.0%GrowthMediumIndianapolis, IN2026-10-08
Herold Advisors, Inc.
6,494$308.0K0.1%CoreLowNew York, NY2026-10-19
Victory Financial Group, LLC
6,280$297.9K0.0%ETFLowAustin, TX2026-10-27
McGlone Suttner Wealth Management, Inc.
6,003$284.7K0.0%ETFVery LowAppleton, WI2026-10-13
Castle Rock Wealth Management, LLC
5,914$286.7K0.1%GrowthMediumWalnut Creek, CA2026-10-09
HRC Wealth Management, LLC
5,812$275.7K0.1%ETFVery LowMoscow, ID2026-10-16
Wedbush Securities Inc
5,725$272.0K0.0%CoreLowPasadena, CA2026-10-22
Crown Wealth Group, LLC
5,658$268.4K0.1%ETFMediumCharlotte, NC2026-10-19
FinDec Wealth Services, Inc.
5,645$267.7K0.3%ETFVery LowStockton, CA2026-10-30
Capital Asset Advisory Services LLC
5,640$260.4K0.0%ETFLowWilliamston, MI2026-10-30
CoreCap Advisors, LLC
5,631$267.1K0.0%ETFMediumSouthfield, MI2026-10-08
Lewis Asset Management, LLC
5,629$267.0K0.1%GrowthLowLafayette, CA2026-10-14
Pinnacle Bancorp, Inc.
5,575$264.4K0.1%CoreVery LowBeatrice, NE2026-10-21
World Equity Group, Inc.
5,547$263.1K0.1%GrowthMediumSchaumburg, IL2026-10-14
Maia Wealth LLC
5,513$261.5K0.0%ETFMediumDenver, CO2026-10-19
Acorn Financial Advisory Services Inc
5,466$259.3K0.0%ETFMediumReston, VA2026-11-02
First Citizens Bank & Trust Co
5,374$254.9K0.0%CoreMediumRaleigh, NC2026-10-14
Gamma Investing LLC
5,161$244.8K0.0%IndexVery LowFoster City, CA2026-10-08
4Wealth Advisors, Inc.
5,128$244.8K0.2%ETFMediumBurr Ridge, IL2026-10-13
Forvis Mazars Wealth Advisors, LLC
5,086$241.2K0.0%ETFVery LowSpringfield, MO2026-10-13
Cypress Capital, LLC
5,071$240.5K0.1%ETFMediumFranklin, TN2026-10-20
Fifth Third Securities, Inc.
5,037$238.9K0.0%ETFLowCincinnati, OH2026-10-21
Planned Solutions, Inc.
4,971$235.8K0.1%ETFLowFolsom, CA2026-10-19
Convergence Financial, LLC
4,729$224.3K0.0%ETFMediumColumbia, MO2026-10-27
Richardson Capital Management LLC
4,725$224.1K0.1%ETFLowMenomonee Falls, WI2026-10-23
First Affirmative Financial Network
4,656$220.8K0.0%CoreN/AColorado Springs, CO2026-10-21
Wespac Advisors, LLC
4,593$217.8K0.1%ETFHighOrinda, CA2026-10-26
Southland Equity Partners LLC
4,592$217.8K0.0%ETFLowWildwood, MO2026-10-14
Provenance Wealth Advisors, LLC
4,558$216.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Partners Wealth Management, LLC
4,492$213.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Eagle Bluffs Wealth Management LLC
4,457$211.4K0.1%GARPVery LowColumbia, MO2026-10-20
Martin Capital Partners, LLC
4,388$208.1K0.1%YieldLowEugene, OR2026-10-07
Thrivent Financial for Lutherans
4,384$208.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Silver Grove Financial Group, Inc.
2,974$141.0K0.1%CoreMediumOrchard Park, NY2026-11-05
Chilton Capital Management LLC
2,905$137.8K0.0%GrowthMediumHouston, TX2026-10-28
Mather Group, Llc.
2,761$131.0K0.0%ETFMediumChicago, IL2026-10-14
Dhjj Financial Advisors, Ltd.
2,732$129.6K0.0%ETFVery LowNaperville, IL2026-10-23
Larson Financial Group LLC
2,609$123.7K0.0%GrowthLowSt Louis, MO2026-11-05
Plante Moran Financial Advisors, LLC
2,415$114.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Beacon Investment Advisory Services, Inc.
2,270$107.7K0.0%GrowthLowMorristown, NJ2026-10-13
Archer Investment Corp
2,142$101.6K0.0%CoreMediumCarmel, IN2026-11-05
TrustBank
2,000$94.9K0.0%ETFVery LowOlney, IL2026-10-20
Rossby Financial, LCC
1,846$87.6K0.0%ETFMediumMelbourne, FL2026-11-05
Lanark Financial, Inc.
1,759$83.4K0.0%CoreMediumBirmingham, AL2026-10-26
Beacon Financial Strategies Corp
1,700$80.6K0.0%ETFVery LowRaleigh, NC2026-10-14
Avion Wealth
1,540$73.0K0.1%ETFLowThe Woodlands, TX2026-11-04
Signature Equity Partners, LLC
1,483$70.3K0.0%GrowthMediumColumbus, OH2026-10-29
North Star Investment Management Corp.
1,295$61.4K0.0%CoreLowChicago, IL2026-10-27
Trust Co of Vermont
1,266$60.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Armstrong Advisory Group, Inc
1,179$55.9K0.0%ETFHighNeedham, MA2026-10-09
Fairscale Capital, LLC
1,134$51.8K0.0%GrowthVery LowNashua, NH2026-11-04
Whipplewood Advisors, LLC
1,070$50.8K0.0%ETFLowLittleton, CO2026-10-20
Trust Co
1,029$48.8K0.0%ETFVery LowManhattan, KS2026-10-09
Moisand Fitzgerald Tamayo, LLC
1,000$47.4K0.0%ETFVery LowOrlando, FL2026-10-15
UMB Private Wealth Management, LLC
905$42.9K0.0%GrowthN/AKansas City, MO2026-10-19
Carnegie Lake Advisors LLC
752$894.9K0.3%ValueLowPrinceton, NJ2026-11-03
CX Institutional
701$330.0%CoreMediumAuburn, IN2026-10-02
Triumph Capital Management
660$31.3K0.0%ETFMediumDenver, CO2026-10-14
Indiana Trust & Investment Management Co
602$28.6K0.0%GrowthLowMishawaka, IN2026-10-22
Meriwether Wealth & Planning, LLC
310$14.7K0.0%ETFMediumMinden, LA2026-10-13
SJS Investment Consulting Inc.
250$11.9K0.0%ETFVery LowSylvania, OH2026-10-26
KFG LLC
192$9.1K0.0%ETFN/ARapid City, SD2026-11-02
William Mack & Associates, Inc.
186$8.8K0.0%ETFLowTroy, MI2026-10-27
MV Capital Management, Inc.
170$8.1K0.0%ETFLowBethesda, MD2026-10-29
Vima LLC
150$7.1K0.0%CoreLowTroy, MI2026-10-23
Hilton Head Capital Partners, LLC
145$6.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Marshall & Sterling Wealth Advisors Inc.
140$6.6K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Central Pacific Bank - Trust Division
117$5.5K0.0%CoreMediumHonolulu, HI2026-10-06
Arvest Investments, Inc.
115$5.5K0.0%ETFLowLowell, AR2026-10-21
Abound Wealth Management
102$4.8K0.0%ETFVery LowFranklin, TN2026-10-26
Hilltop National Bank
84$4.0K0.0%CoreLowCasper, WY2026-10-14
MassMutual Private Wealth & Trust, FSB
62$2.9K0.0%CoreLowSpringfield, MA2026-10-05
Signaturefd, LLC
51$2.4K0.0%IndexLowAtlanta, GA2026-10-23
Nfsg Corp
40$1.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Decker Retirement Planning Inc.
34$1.6K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Golden State Wealth Management, LLC
17$8080.0%ETFMediumSanta Ana, CA2026-11-02