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Cap Group Core Equity (CGUS)

CUSIP: 14020V108 | NYSE | 590 institutional holders

Quarters

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

Commonwealth Equity Services, LLC4,494,384
0.3% of portfolio›$200.0M
Cambridge Investment Research Advisors, Inc.3,241,258
0.8% of portfolio›$144.2M
Assetmark, Inc1,723,176
0.1% of portfolio›$76.7M
Kestra Advisory Services, LLC1,651,212
0.2% of portfolio›$73.5M
Souders Financial Advisors1,066,859
4.6% of portfolio›$47.5M
Midwest Heritage Bank, FSB1,061,799
13.8% of portfolio›$47.3M
James T. Borello RIA989,778
9.1% of portfolio›$44.0M
HUB Investment Partners, LLC853,535
0.7% of portfolio›$38.0M
Wealth Enhancement Advisory Services, LLC844,701
0.1% of portfolio›$38.1M
BIP Wealth, LLC695,988
0.8% of portfolio›$31.0M
AA Financial Advisors, LLC630,226
3.3% of portfolio›$28.0M
D.A. Davidson & Co.590,273
0.1% of portfolio›$26.3M
EverSource Wealth Advisors, LLC539,867
0.8% of portfolio›$24.0M
Summit Investment Advisory Services, LLC514,467
5.7% of portfolio›$22.9M
J. Derek Lewis & Associates Inc.457,917
3.7% of portfolio›$20.4M
IFP Advisors, Inc451,590
0.3% of portfolio›$20.1M
Lynch & Associates448,311
2.9% of portfolio›$19.9M
Ergawealth Advisors, Inc.434,726
7.6% of portfolio›$19.3M
Burford Brothers, Inc.370,276
6.0% of portfolio›$16.5M
Truist Financial Corp347,262
0.0% of portfolio›$15.5M
Strategic Blueprint, LLC345,230
0.8% of portfolio›$15.4M
Apollon Wealth Management, LLC316,734
0.2% of portfolio›$14.1M
Sagespring Wealth Partners, LLC300,373
0.2% of portfolio›$13.4M
Farther Finance Advisors, LLC299,015
0.1% of portfolio›$13.3M
Kingswood Wealth Advisors, LLC262,045
0.4% of portfolio›$11.7M
Michael Brady & Co., LLC258,794
10.5% of portfolio›$11.5M
Founders Financial Securities LLC255,576
0.6% of portfolio›$11.4M
Challenger Wealth Management254,818
8.3% of portfolio›$11.3M
Guided Capital Wealth Management, LLC245,863
6.3% of portfolio›$10.9M
Prospera Financial Services Inc221,876
0.1% of portfolio›$9.8M
Cullen T Bankers, Inc.215,252
0.1% of portfolio›$9.6M
Gerber Kawasaki Wealth & Investment Management199,680
0.2% of portfolio›$8.9M
Clear Creek Financial Management, LLC198,062
0.7% of portfolio›$8.8M
Sovran Advisors, LLC178,329
0.6% of portfolio›$8.0M
A&I Financial Services, LLC157,681
3.0% of portfolio›$7.0M
Park Avenue Securities LLC155,784
0.1% of portfolio›$6.9M
Vise Technologies, Inc.145,118
0.1% of portfolio›$6.5M
Venture Visionary Partners LLC143,091
0.2% of portfolio›$6.4M
BNB Wealth Management, LLC142,497
3.5% of portfolio›$6.3M
PFG Advisors141,136
0.3% of portfolio›$6.3M
Wealthcare Advisory Partners LLC133,056
0.1% of portfolio›$5.9M
Creative Financial Designs Inc131,215
0.3% of portfolio›$5.8M
Transcendent Capital Group LLC126,905
2.3% of portfolio›$5.6M
Seamount Financial Group Inc126,314
2.2% of portfolio›$5.6M
Cushing Capital Partners, LLC125,731
3.4% of portfolio›$5.6M
Independent Financial Group, LLC118,100
0.1% of portfolio›$5.3M
Concurrent Investment Advisors, LLC116,432
0.0% of portfolio›$5.2M
Worthington Financial Partners, LLC109,572
4.1% of portfolio›$4.9M
Langley Wealth Management, LLC104,057
4.5% of portfolio›$4.6M
WJ Wealth Management, LLC102,256
1.9% of portfolio›$4.6M
Boyer Financial Services, Inc.102,057
3.6% of portfolio›$4.5M
G&S Capital LLC100,416
1.3% of portfolio›$4.5M
Kestra Private Wealth Services, LLC98,689
0.0% of portfolio›$4.4M
Koshinski Asset Management, Inc.97,351
0.2% of portfolio›$4.3M
Signature Resources Capital Management, LLC93,832
1.8% of portfolio›$4.2M
Dynamic Advisor Solutions LLC93,568
0.1% of portfolio›$4.2M
Atria Investments, Inc92,564
0.0% of portfolio›$4.1M
KWB Wealth89,247
0.3% of portfolio›$4.0M
J.W. Cole Advisors, Inc.88,713
0.1% of portfolio›$3.9M
Latitude Advisors, LLC88,710
1.2% of portfolio›$3.9M
M.E. Allison & Co., Inc.86,253
2.2% of portfolio›$3.8M
Capital Management Associates, Inc86,030
0.8% of portfolio›$3.8M
True Blue Financial, LLC85,911
1.4% of portfolio›$3.8M
Advisortrust Partners, LLC83,539
1.2% of portfolio›$3.7M
Wealth Group Ltd83,154
0.7% of portfolio›$3.7M
Investment Advisory Services Inc82,044
1.0% of portfolio›$3.7M
Integrity Advisory Solutions, LLC78,826
0.4% of portfolio›$3.5M
Blueprint Financial Advisors LLC76,296
0.4% of portfolio›$3.4M
Blueprint Investment Partners LLC76,296
0.3% of portfolio›$3.4M
Bank of New York Mellon Corp73,648
0.0% of portfolio›$3.3M
Lodestone Wealth Management LLC73,235
1.1% of portfolio›$3.3M
R2 Capital Strategies, LLC72,769
1.4% of portfolio›$3.2M
Trueblood Wealth Management, LLC69,247
1.1% of portfolio›$3.1M
Landaas & Co68,906
0.5% of portfolio›$3.1M
Olistico Wealth, LLC68,306
1.3% of portfolio›$3.0M
Diversify Wealth Management, LLC65,648
0.0% of portfolio›$3.0M
Diversify Advisory Services, LLC65,648
0.0% of portfolio›$3.0M
Choreo, LLC65,427
0.0% of portfolio›$2.9M
Davenport & Co LLC65,195
0.0% of portfolio›$2.9M
Lantz Financial LLC63,438
0.5% of portfolio›$2.8M
Confluence Wealth Services, Inc.63,126
0.1% of portfolio›$2.8M
Meridian Wealth Management, LLC60,856
0.1% of portfolio›$2.7M
LongView Wealth Management59,042
0.6% of portfolio›$2.6M
Ashton Thomas Securities, LLC58,757
0.3% of portfolio›$2.6M
Nations Financial Group Inc,57,620
0.1% of portfolio›$2.6M
Vicus Capital56,463
0.2% of portfolio›$2.5M
Affiance Financial, LLC54,790
0.3% of portfolio›$2.4M
Sigma Planning Corp51,930
0.1% of portfolio›$2.3M
Norden Group LLC51,209
0.2% of portfolio›$2.3M
Capital Investment Advisory Services, LLC51,184
0.1% of portfolio›$2.3M
Pines Wealth Management, LLC50,685
0.6% of portfolio›$2.3M
Armstrong, Fleming & Moore, Inc49,587
0.7% of portfolio›$2.2M
Lincoln Capital LLC48,590
0.4% of portfolio›$2.2M
HBW Advisory Services LLC47,979
0.2% of portfolio›$2.1M
Tempus Wealth Planning, LLC47,099
0.4% of portfolio›$2.1M
RFG Advisory, LLC44,503
0.0% of portfolio›$2.0M
KPP Advisory Services LLC44,314
0.3% of portfolio›$2.0M
Bill Few Associates, Inc.42,936
0.4% of portfolio›$1.9M
CWS Financial Advisors, LLC40,214
0.4% of portfolio›$1.8M
Tcfg Investment Advisors, LLC40,104
0.6% of portfolio›$1.8M
Private Client Services, LLC38,604
0.5% of portfolio›$1.7M
Independent Wealth Network Inc.37,076
0.4% of portfolio›$1.6M
Integrated Advisors Network LLC37,069
0.1% of portfolio›$1.6M
Fourpath Capital Management, LLC35,161
0.2% of portfolio›$1.6M
Investment Planning Advisors, Inc.35,135
0.4% of portfolio›$1.6M
180 Wealth Advisors, LLC34,981
0.1% of portfolio›$1.6M
RM Financial Services, LLC34,023
1.1% of portfolio›$1.5M
Security Financial Services, Inc.33,700
0.2% of portfolio›$1.5M
Private Trust Co NA32,710
0.1% of portfolio›$1.5M
Visionary Wealth Advisors32,707
0.1% of portfolio›$1.5M
Ascentis Independent Advisors30,325
0.1% of portfolio›$1.3M
Creative Planning29,568
0.0% of portfolio›$1.3M
Balentine LLC29,107
0.0% of portfolio›$1.3M
KOM Wealth Management Group, LLC28,760
0.6% of portfolio›$1.3M
Oppenheimer & Co Inc26,847
0.0% of portfolio›$1.2M
M Holdings Securities, Inc.26,549
0.5% of portfolio›$1.2M
Fifth Third Bancorp25,882
0.0% of portfolio›$1.2M
NWF Advisory Services Inc.25,550
0.1% of portfolio›$1.1M
MSH Capital Advisors LLC25,297
0.2% of portfolio›$1.1M
CPC Advisors, LLC25,065
0.2% of portfolio›$1.1M
Summit Wealth Group LLC / Co24,797
0.1% of portfolio›$1.1M
Axxcess Wealth Management, LLC24,312
0.0% of portfolio›$1.1M
Gateway Investment Advisers LLC23,612
0.0% of portfolio›$1.1M
Certior Financial Group, LLC23,467
0.6% of portfolio›$1.0M
MGO One Seven LLC23,357
0.0% of portfolio›$1.0M
Titleist Asset Management, LLC23,030
0.1% of portfolio›$1.0M
Wealth Science Advisors LLC23,018
0.4% of portfolio›$1.0M
Perigon Wealth Management, LLC22,954
0.0% of portfolio›$1.0M
Richards, Merrill & Peterson, Inc.20,525
0.3% of portfolio›$913.4K
CLG LLC20,476
0.2% of portfolio›$911.2K
Colonial River Investments, LLC19,962
0.2% of portfolio›$888.3K
Heritage Wealth Management, Inc.19,616
0.2% of portfolio›$872.9K
Center For Asset Management LLC19,104
0.4% of portfolio›$850.1K
Simplicity Wealth,LLC18,733
0.0% of portfolio›$833.6K
Smith Thornton Advisors LLC18,392
0.4% of portfolio›$818.4K
Hunter Associates Investment Management LLC17,878
0.2% of portfolio›$796.0K
Hazlett, Burt & Watson, Inc.16,934
0.3% of portfolio›$537.2K
Uptick Partners, LLC16,709
0.1% of portfolio›$743.5K
Wedbush Securities Inc16,679
0.0% of portfolio›$742.0K
TKG Advisors, LLC16,227
0.2% of portfolio›$722.1K
StoneX Group Inc.16,112
0.0% of portfolio›$717.9K
VestGen Advisors, LLC15,923
0.0% of portfolio›$708.6K
AdvisorNet Financial, Inc15,750
0.0% of portfolio›$707.2K
Silverlake Wealth Management LLC15,735
0.1% of portfolio›$700.2K
Clarity Asset Management, Inc.15,457
0.3% of portfolio›$687.9K
Hobart Private Capital, LLC15,389
0.1% of portfolio›$684.8K
Prime Capital Investment Advisors, LLC15,160
0.0% of portfolio›$674.6K
Equity Wealth Partners, LLC14,593
0.2% of portfolio›$649.4K
Victory Financial Group, LLC14,404
0.1% of portfolio›$641.0K
tru Independence LLC14,118
0.3% of portfolio›$628.3K
Beacon Financial Advisory LLC13,986
0.1% of portfolio›$622.4K
Auctus Advisors LLC13,948
0.5% of portfolio›$620.7K
Citigroup Inc13,594
0.0% of portfolio›$604.9K
AlphaCore Capital LLC13,501
0.0% of portfolio›$602.0K
Salem Investment Counselors Inc13,250
0.0% of portfolio›$590.8K
Procyon Advisors, LLC12,838
0.0% of portfolio›$571.3K
Total Clarity Wealth Management, Inc.12,741
0.1% of portfolio›$567.0K
Lantern Wealth Advisors, LLC12,387
0.2% of portfolio›$551.2K
Ascent Group, LLC12,156
0.0% of portfolio›$540.9K
Harmony Asset Management LLC12,013
0.1% of portfolio›$534.6K
United Advisor Group, LLC11,511
0.0% of portfolio›$512.2K
Cornerstone Wealth Management, LLC11,509
0.0% of portfolio›$512.2K
Integrity Alliance, Llc.11,386
0.0% of portfolio›$506.7K
Balboa Wealth Partners11,346
0.1% of portfolio›$504.9K
Beacon Financial Group11,289
0.0% of portfolio›$502.3K
International Assets Investment Management, LLC11,006
0.0% of portfolio›$490.6K
Fearless Solutions, LLC dba Best Invest10,939
0.2% of portfolio›$486.8K
Saxony Capital Management, LLC10,386
0.2% of portfolio›$462.2K
HB Wealth Management, LLC10,100
0.0% of portfolio›$449.5K
AWM Capital, LLC10,043
0.0% of portfolio›$446.9K
Signature Equity Partners, LLC9,969
0.2% of portfolio›$443.6K
Silver Grove Financial Group, Inc.9,968
0.2% of portfolio›$443.6K
Trilogy Capital Inc.9,967
0.0% of portfolio›$443.5K
Cravens & Co Advisors, LLC9,828
0.3% of portfolio›$437.3K
Professional Financial Advisors, LLC9,552
0.1% of portfolio›$425.1K
Platt Wealth Management LLC9,344
0.5% of portfolio›$415.0K
Regent Peak Wealth Advisors LLC9,138
0.1% of portfolio›$406.6K
LEE Danner & Bass Inc9,075
0.0% of portfolio›$403.8K
Intrua Financial, LLC8,767
0.0% of portfolio›$390.1K
Merited Wealth, LLC8,584
0.3% of portfolio›$382.0K
Northwest Financial Advisors8,465
0.1% of portfolio›$376.7K
Detalus Advisors, LLC8,416
0.1% of portfolio›$374.5K
Advisor OS, LLC8,325
0.0% of portfolio›$370.5K
US Bancorp \de\8,273
0.0% of portfolio›$368.2K
Ashton Thomas Private Wealth, LLC8,208
0.0% of portfolio›$365.3K
Mascagni Wealth Management, Inc.7,996
0.2% of portfolio›$355.8K
OpenArc Corporate Advisory, LLC7,922
0.0% of portfolio›$352.5K
Junk Investment Group, LLC7,885
0.1% of portfolio›$350.9K
Investmark Advisory Group LLC7,734
0.1% of portfolio›$344.2K
Avaii Wealth Management, LLC7,589
0.1% of portfolio›$341.1K
NavPoint Financial, Inc.7,306
0.1% of portfolio›$325.1K
National Wealth Management Group, LLC7,243
0.1% of portfolio›$322.3K
Nova Financial LLC7,115
0.1% of portfolio›$316.6K
Worth Financial Advisory Group, LLC7,017
0.1% of portfolio›$312.2K
Towneley Capital Management, Inc / de7,000
0.1% of portfolio›$311.5K
First Heartland Consultants, Inc.6,809
0.0% of portfolio›$303.0K
Eclectic Associates Inc6,788
0.0% of portfolio›$302.1K
Keybank National Association6,785
0.0% of portfolio›$301.9K
Register Financial Advisors LLC6,462
0.1% of portfolio›$287.6K
Root Financial Partners, LLC6,374
0.0% of portfolio›$283.6K
Aprio Wealth Management, LLC6,328
0.0% of portfolio›$281.6K
Daymark Wealth Partners, LLC6,040
0.0% of portfolio›$268.8K
World Equity Group, Inc.5,920
0.1% of portfolio›$263.4K
CapWealth Advisors, LLC5,674
0.0% of portfolio›$252.5K
Forvis Mazars Wealth Advisors, LLC5,668
0.0% of portfolio›$252.2K
FinDec Wealth Services, Inc.5,383
0.3% of portfolio›$239.5K
Signature Estate & Investment Advisors LLC5,212
0.0% of portfolio›$231.9K
SFE Investment Counsel5,207
0.0% of portfolio›$231.7K
Sage Investment Counsel LLC5,134
0.2% of portfolio›$228.5K
CFS Investment Advisory Services, LLC4,930
0.0% of portfolio›$224.6K
Realta Investment Advisors4,925
0.1% of portfolio›$219.2K
Summit Global Investments4,861
0.1% of portfolio›$216.0K
Convergence Financial, LLC4,795
0.0% of portfolio›$213.4K
Gradient Investments LLC4,764
0.0% of portfolio›$212.0K
Mission Wealth Management, LP4,731
0.0% of portfolio›$210.5K
Tenet Wealth Partners, LLC4,607
0.1% of portfolio›$205.0K
Ignite Planners, LLC4,600
0.0% of portfolio›$204.7K
Cora Capital Advisors LLC4,512
0.1% of portfolio›$200.8K
Cape Investment Advisory, Inc.4,425
0.1% of portfolio›$196.9K
Financial Perspectives, Inc4,332
0.0% of portfolio›$192.8K
Larson Financial Group LLC3,665
0.0% of portfolio›$163.1K
Birchwood Financial Partners, Inc.3,157
0.1% of portfolio›$140.5K
SJS Investment Consulting Inc.2,803
0.0% of portfolio›$124.8K
Mather Group, Llc.2,611
0.0% of portfolio›$116.2K
UMB Private Wealth Management, LLC2,543
0.1% of portfolio›$113.2K
Archer Investment Corp2,538
0.0% of portfolio›$112.9K
Richardson Capital Management LLC2,500
0.0% of portfolio›$111.3K
First Premier Bank2,234
0.1% of portfolio›$99.0K
Lanark Financial, Inc.2,035
0.0% of portfolio›$90.6K
Flagship Wealth Advisors, LLC2,007
0.0% of portfolio›$89.3K
Chilton Capital Management LLC1,916
0.0% of portfolio›$85.3K
North Star Investment Management Corp.1,750
0.0% of portfolio›$77.9K
CoreCap Advisors, LLC1,606
0.0% of portfolio›$71.5K
Provenance Wealth Advisors, LLC1,133
0.0% of portfolio›$50.4K
Evolution Wealth Management Inc.1,070
0.0% of portfolio›$47.6K
Rossby Financial, LCC991
0.0% of portfolio›$44.1K
Barrett & Company, Inc.912
0.0% of portfolio›$40.6K
Trust Co840
0.0% of portfolio›$37.4K
Beacon Investment Advisory Services, Inc.704
0.0% of portfolio›$31.3K
Pflug Koory, LLC626
0.0% of portfolio›$27.9K
Westside Investment Management, Inc.450
0.0% of portfolio›$20.0K
Arvest Investments, Inc.409
0.0% of portfolio›$18.2K
Thurston, Springer, Miller, Herd & Titak, Inc.374
0.0% of portfolio›$16.6K
CX Institutional333
0.0% of portfolio›$15
Signaturefd, LLC306
0.0% of portfolio›$13.6K
Pinnacle Bancorp, Inc.282
0.0% of portfolio›$12.5K
Meriwether Wealth & Planning, LLC264
0.0% of portfolio›$11.7K
William Mack & Associates, Inc.201
0.0% of portfolio›$8.9K
Golden State Wealth Management, LLC186
0.0% of portfolio›$8.3K
Central Pacific Bank - Trust Division152
0.0% of portfolio›$6.8K
Oakworth Capital, Inc.150
0.0% of portfolio›$6.7K
StrongBox Wealth, LLC70
0.0% of portfolio›$3.1K
Plante Moran Financial Advisors, LLC52
0.0% of portfolio›$2.3K
MassMutual Private Wealth & Trust, FSB38
0.0% of portfolio›$1.7K
Marshall & Sterling Wealth Advisors Inc.20
0.0% of portfolio›$892
IMG Wealth Management, Inc.2
0.0% of portfolio›$89
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
4,494,384$200.0M0.3%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
3,241,258$144.2M0.8%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
1,723,176$76.7M0.1%ETFLowConcord, CA2026-10-21
Kestra Advisory Services, LLC
1,651,212$73.5M0.2%CoreLowAustin, TX2026-11-02
Souders Financial Advisors
1,066,859$47.5M4.6%ETFLowCincinnati, OH2026-11-03
Midwest Heritage Bank, FSB
1,061,799$47.3M13.8%ETFVery LowWest Des Moines, IA2026-10-26
James T. Borello RIA
989,778$44.0M9.1%ETFVery LowEast Dundee, IL2026-10-16
HUB Investment Partners, LLC
853,535$38.0M0.7%GrowthLowAustin, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
844,701$38.1M0.1%CoreLowPlymouth, MN2026-10-13
BIP Wealth, LLC
695,988$31.0M0.8%ETFMediumAtlanta, GA2026-10-22
AA Financial Advisors, LLC
630,226$28.0M3.3%ETFMediumColumbus, OH2026-10-19
D.A. Davidson & Co.
590,273$26.3M0.1%CoreLowGreat Falls, MT2026-10-28
EverSource Wealth Advisors, LLC
539,867$24.0M0.8%CoreMediumBirmingham, AL2026-11-04
Summit Investment Advisory Services, LLC
514,467$22.9M5.7%ETFVery LowRoseville, MN2026-11-03
J. Derek Lewis & Associates Inc.
457,917$20.4M3.7%ETFLowNewport Beach, CA2026-11-03
IFP Advisors, Inc
451,590$20.1M0.3%GrowthLowTampa, FL2026-10-16
Lynch & Associates
448,311$19.9M2.9%CoreVery LowEvansville, IN2026-10-13
Ergawealth Advisors, Inc.
434,726$19.3M7.6%ETFMediumOak Brook, IL2026-10-21
Burford Brothers, Inc.
370,276$16.5M6.0%CoreLowDallas, TX2026-10-21
Truist Financial Corp
347,262$15.5M0.0%CoreLowCharlotte, NC2026-10-30
Strategic Blueprint, LLC
345,230$15.4M0.8%ETFLowAtlanta, GA2026-10-22
Apollon Wealth Management, LLC
316,734$14.1M0.2%GrowthLowMount Pleasant, SC2026-10-23
Sagespring Wealth Partners, LLC
300,373$13.4M0.2%ETFLowFranklin, TN2026-10-22
Farther Finance Advisors, LLC
299,015$13.3M0.1%IndexLowSan Francisco, CA2026-10-08
Kingswood Wealth Advisors, LLC
262,045$11.7M0.4%GrowthLowSan Diego, CA2026-10-23
Michael Brady & Co., LLC
258,794$11.5M10.5%ETFLowWestlake, OH2026-10-23
Founders Financial Securities LLC
255,576$11.4M0.6%ETFMediumTowson, MD2026-10-28
Challenger Wealth Management
254,818$11.3M8.3%CoreVery LowAliso Viejo, CA2026-10-30
Guided Capital Wealth Management, LLC
245,863$10.9M6.3%ETFMediumHouston, TX2026-10-21
Prospera Financial Services Inc
221,876$9.8M0.1%CoreMediumDallas, TX2026-11-04
Cullen T Bankers, Inc.
215,252$9.6M0.1%GrowthLowSan Antonio, TX2026-10-28
Gerber Kawasaki Wealth & Investment Management
199,680$8.9M0.2%ETFLowSanta Monica, CA2026-10-29
Clear Creek Financial Management, LLC
198,062$8.8M0.7%ETFMediumSilverdale, WA2026-10-28
Sovran Advisors, LLC
178,329$8.0M0.6%ETFMediumSan Diego, CA2026-11-02
A&I Financial Services, LLC
157,681$7.0M3.0%ETFHighLone Tree, CO2026-10-15
Park Avenue Securities LLC
155,784$6.9M0.1%ETFMediumNew York, NY2026-10-26
Vise Technologies, Inc.
145,118$6.5M0.1%IndexLowNew York, NY2026-10-29
Venture Visionary Partners LLC
143,091$6.4M0.2%CoreLowSylvania, OH2026-10-07
BNB Wealth Management, LLC
142,497$6.3M3.5%ETFMediumSilver Spring, MD2026-10-28
PFG Advisors
141,136$6.3M0.3%ETFMediumPhoenix, AZ2026-10-16
Wealthcare Advisory Partners LLC
133,056$5.9M0.1%ETFLowWest Chester, PA2026-10-21
Creative Financial Designs Inc
131,215$5.8M0.3%ETFMediumKokomo, IN2026-11-04
Transcendent Capital Group LLC
126,905$5.6M2.3%ETFMediumEdmond, OK2026-10-28
Seamount Financial Group Inc
126,314$5.6M2.2%ETFLowColorado Springs, CO2026-10-21
Cushing Capital Partners, LLC
125,731$5.6M3.4%ETFLowDelafield, WI2026-10-20
Independent Financial Group, LLC
118,100$5.3M0.1%GrowthLowSan Diego, CA2026-10-13
Concurrent Investment Advisors, LLC
116,432$5.2M0.0%GrowthMediumTampa, FL2026-10-16
Worthington Financial Partners, LLC
109,572$4.9M4.1%GrowthLowWorthington, OH2026-10-13
Langley Wealth Management, LLC
104,057$4.6M4.5%CoreN/ACorinth, MS2026-11-04
WJ Wealth Management, LLC
102,256$4.6M1.9%ETFMediumGlendale, AZ2026-11-03
Boyer Financial Services, Inc.
102,057$4.5M3.6%ETFLowNewport Beach, CA2026-10-23
G&S Capital LLC
100,416$4.5M1.3%CoreMediumDenver, CO2026-10-23
Kestra Private Wealth Services, LLC
98,689$4.4M0.0%GrowthLowAustin, TX2026-10-30
Koshinski Asset Management, Inc.
97,351$4.3M0.2%ETFLowDecatur, IL2026-10-29
Signature Resources Capital Management, LLC
93,832$4.2M1.8%ETFLowNewport Beach, CA2026-10-16
Dynamic Advisor Solutions LLC
93,568$4.2M0.1%ETFLowPhoenix, AZ2026-10-13
Atria Investments, Inc
92,564$4.1M0.0%CoreMediumCharlotte, NC2026-10-15
KWB Wealth
89,247$4.0M0.3%ETFMediumRedlands, CA2026-10-16
J.W. Cole Advisors, Inc.
88,713$3.9M0.1%IndexLowTampa, FL2026-11-05
Latitude Advisors, LLC
88,710$3.9M1.2%ETFLowYorkville, IL2026-10-27
M.E. Allison & Co., Inc.
86,253$3.8M2.2%CoreLowSan Antonio, TX2026-10-09
Capital Management Associates, Inc
86,030$3.8M0.8%ETFLowMinneapolis, MN2026-10-20
True Blue Financial, LLC
85,911$3.8M1.4%ETFLowStevensville, MI2026-10-15
Advisortrust Partners, LLC
83,539$3.7M1.2%CoreHighRaleigh, NC2026-11-02
Wealth Group Ltd
83,154$3.7M0.7%ETFLowEden Prairie, MN2026-10-07
Investment Advisory Services Inc
82,044$3.7M1.0%CoreLowThe Woodlands, TX2026-10-27
Integrity Advisory Solutions, LLC
78,826$3.5M0.4%ETFMediumDallas, TX2026-10-29
Blueprint Financial Advisors LLC
76,296$3.4M0.4%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
76,296$3.4M0.3%ETFMediumGreensboro, NC2026-10-28
Bank of New York Mellon Corp
73,648$3.3M0.0%CoreLowNew York, NY2026-11-05
Lodestone Wealth Management LLC
73,235$3.3M1.1%CoreLowSpokane, WA2026-10-14
R2 Capital Strategies, LLC
72,769$3.2M1.4%ETFN/ALincoln, NE2026-10-15
Trueblood Wealth Management, LLC
69,247$3.1M1.1%CoreLowLima, OH2026-10-23
Landaas & Co
68,906$3.1M0.5%ETFVery LowMilwaukee, WI2026-10-29
Olistico Wealth, LLC
68,306$3.0M1.3%GrowthVery LowTulsa, OK2026-10-05
Diversify Wealth Management, LLC
65,648$3.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
65,648$3.0M0.0%GrowthLowSandy, UT2026-10-20
Choreo, LLC
65,427$2.9M0.0%IndexLowRockford, IL2026-10-28
Davenport & Co LLC
65,195$2.9M0.0%CoreMediumRichmond, VA2026-10-14
Lantz Financial LLC
63,438$2.8M0.5%ETFLowNaperville, IL2026-10-15
Confluence Wealth Services, Inc.
63,126$2.8M0.1%ETFVery LowMcmurray, PA2026-11-05
Meridian Wealth Management, LLC
60,856$2.7M0.1%GrowthLowLexington, KY2026-11-05
LongView Wealth Management
59,042$2.6M0.6%ETFLowAtlanta, GA2026-10-19
Ashton Thomas Securities, LLC
58,757$2.6M0.3%ETFMediumRochester, NY2026-10-26
Nations Financial Group Inc,
57,620$2.6M0.1%CoreLowCedar Rapids, IA2026-11-05
Vicus Capital
56,463$2.5M0.2%ETFMediumState College, PA2026-11-05
Affiance Financial, LLC
54,790$2.4M0.3%ETFVery LowSt. Louis Park, MN2026-10-15
Sigma Planning Corp
51,930$2.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Norden Group LLC
51,209$2.3M0.2%GrowthMediumProvo, UT2026-10-20
Capital Investment Advisory Services, LLC
51,184$2.3M0.1%CoreMediumRaleigh, NC2026-10-30
Pines Wealth Management, LLC
50,685$2.3M0.6%GrowthLowSouthern Pines, NC2026-10-21
Armstrong, Fleming & Moore, Inc
49,587$2.2M0.7%GrowthVery LowWashington, DC2026-10-28
Lincoln Capital LLC
48,590$2.2M0.4%CoreVery LowLincoln, NE2026-10-09
HBW Advisory Services LLC
47,979$2.1M0.2%ETFMediumSimi Valley, CA2026-10-15
Tempus Wealth Planning, LLC
47,099$2.1M0.4%ETFMediumIrvine, CA2026-10-14
RFG Advisory, LLC
44,503$2.0M0.0%ETFMediumBirmingham, AL2026-11-03
KPP Advisory Services LLC
44,314$2.0M0.3%GrowthMediumLouisville, KY2026-10-26
Bill Few Associates, Inc.
42,936$1.9M0.4%CoreVery LowSewickley, PA2026-10-09
CWS Financial Advisors, LLC
40,214$1.8M0.4%ETFVery LowKalamazoo, MI2026-10-16
Tcfg Investment Advisors, LLC
40,104$1.8M0.6%GrowthMediumLaguna Niguel, CA2026-10-20
Private Client Services, LLC
38,604$1.7M0.5%ETFMediumLouisville, KY2026-10-02
Independent Wealth Network Inc.
37,076$1.6M0.4%ETFMediumUrbandale, IA2026-10-19
Integrated Advisors Network LLC
37,069$1.6M0.1%GrowthMediumDallas, TX2026-10-20
Fourpath Capital Management, LLC
35,161$1.6M0.2%CoreMediumOklahoma City, OK2026-10-19
Investment Planning Advisors, Inc.
35,135$1.6M0.4%ETFMediumCumming, GA2026-10-14
180 Wealth Advisors, LLC
34,981$1.6M0.1%CoreLowFederal Way, WA2026-11-03
RM Financial Services, LLC
34,023$1.5M1.1%ETFVery LowFalmouth, ME2026-11-03
Security Financial Services, Inc.
33,700$1.5M0.2%ETFMediumFort Wayne, IN2026-10-29
Private Trust Co NA
32,710$1.5M0.1%CoreLowCleveland, OH2026-10-20
Visionary Wealth Advisors
32,707$1.5M0.1%ETFLowO'Fallon, IL2026-11-04
Ascentis Independent Advisors
30,325$1.3M0.1%ETFLowDallas, TX2026-11-03
Creative Planning
29,568$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Balentine LLC
29,107$1.3M0.0%ETFLowAtlanta, GA2026-11-03
KOM Wealth Management Group, LLC
28,760$1.3M0.6%ETFLowAppleton, WI2026-10-15
Oppenheimer & Co Inc
26,847$1.2M0.0%CoreLowNew York, NY2026-10-26
M Holdings Securities, Inc.
26,549$1.2M0.5%ETFHighPortland, OR2026-11-03
Fifth Third Bancorp
25,882$1.2M0.0%IndexVery LowCincinnati, OH2026-11-05
NWF Advisory Services Inc.
25,550$1.1M0.1%GARPLowLos Angeles, CA2026-10-19
MSH Capital Advisors LLC
25,297$1.1M0.2%CoreLowScottsdale, AZ2026-11-03
CPC Advisors, LLC
25,065$1.1M0.2%ETFMediumAtlanta, GA2026-10-21
Summit Wealth Group LLC / Co
24,797$1.1M0.1%ETFHighColorado Springs, CO2026-10-29
Axxcess Wealth Management, LLC
24,312$1.1M0.0%CoreLowCarlsbad, CA2026-10-21
Gateway Investment Advisers LLC
23,612$1.1M0.0%GrowthLowCincinnati, OH2026-10-13
Certior Financial Group, LLC
23,467$1.0M0.6%ETFMediumKing Of Prussia, PA2026-10-19
MGO One Seven LLC
23,357$1.0M0.0%GrowthLowBeachwood, OH2026-10-28
Titleist Asset Management, LLC
23,030$1.0M0.1%ETFLowSan Antonio, TX2026-10-08
Wealth Science Advisors LLC
23,018$1.0M0.4%ETFMediumAlpharetta, GA2026-10-09
Perigon Wealth Management, LLC
22,954$1.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Richards, Merrill & Peterson, Inc.
20,525$913.4K0.3%GrowthLowSpokane, WA2026-10-19
CLG LLC
20,476$911.2K0.2%ETFMediumLong Beach, CA2026-10-13
Colonial River Investments, LLC
19,962$888.3K0.2%GrowthMediumMidlothian, VA2026-10-19
Heritage Wealth Management, Inc.
19,616$872.9K0.2%CoreLowCincinnati, OH2026-10-28
Center For Asset Management LLC
19,104$850.1K0.4%ETFMediumPalm Beach Gardens, FL2026-10-16
Simplicity Wealth,LLC
18,733$833.6K0.0%ETFLowSummit, NJ2026-10-23
Smith Thornton Advisors LLC
18,392$818.4K0.4%ETFVery LowHuntsville, AL2026-10-16
Hunter Associates Investment Management LLC
17,878$796.0K0.2%CoreLowPittsburgh, PA2026-10-26
Hazlett, Burt & Watson, Inc.
16,934$537.2K0.3%CoreVery LowWheeling, WV2026-11-04
Uptick Partners, LLC
16,709$743.5K0.1%ETFLowNacogdoches, TX2026-11-04
Wedbush Securities Inc
16,679$742.0K0.0%CoreLowPasadena, CA2026-10-22
TKG Advisors, LLC
16,227$722.1K0.2%MomentumMediumValparaiso, IN2026-11-02
StoneX Group Inc.
16,112$717.9K0.0%ETFMediumNew York, NY2026-11-03
VestGen Advisors, LLC
15,923$708.6K0.0%GrowthMediumChicago, IL2026-10-27
AdvisorNet Financial, Inc
15,750$707.2K0.0%ETFLowMinnetonka, MN2026-10-15
Silverlake Wealth Management LLC
15,735$700.2K0.1%ETFLowWilliston, VT2026-10-21
Clarity Asset Management, Inc.
15,457$687.9K0.3%ETFHighAmes, IA2026-10-14
Hobart Private Capital, LLC
15,389$684.8K0.1%ETFMediumCharlotte, NC2026-10-19
Prime Capital Investment Advisors, LLC
15,160$674.6K0.0%ETFLowOverland Park, KS2026-10-20
Equity Wealth Partners, LLC
14,593$649.4K0.2%ETFVery LowIndependence, MO2026-10-26
Victory Financial Group, LLC
14,404$641.0K0.1%ETFLowAustin, TX2026-10-27
tru Independence LLC
14,118$628.3K0.3%ETFLowPortland, OR2026-10-20
Beacon Financial Advisory LLC
13,986$622.4K0.1%ETFLowCleveland, OH2026-10-16
Auctus Advisors LLC
13,948$620.7K0.5%ETFLowCharlotte, NC2026-10-23
Citigroup Inc
13,594$604.9K0.0%CoreMediumNew York, NY2026-11-04
AlphaCore Capital LLC
13,501$602.0K0.0%ETFLowLa Jolla, CA2026-11-04
Salem Investment Counselors Inc
13,250$590.8K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Procyon Advisors, LLC
12,838$571.3K0.0%CoreVery LowShelton, CT2026-10-21
Total Clarity Wealth Management, Inc.
12,741$567.0K0.1%ETFMediumSt. Charles, IL2026-10-26
Lantern Wealth Advisors, LLC
12,387$551.2K0.2%GrowthLowMelville, NY2026-10-22
Ascent Group, LLC
12,156$540.9K0.0%CoreLowVirginia Beach, VA2026-10-30
Harmony Asset Management LLC
12,013$534.6K0.1%GrowthMediumScottsdale, AZ2026-10-20
United Advisor Group, LLC
11,511$512.2K0.0%ETFLowCincinnati, OH2026-11-03
Cornerstone Wealth Management, LLC
11,509$512.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Integrity Alliance, Llc.
11,386$506.7K0.0%ETFMediumUrbandale, IA2026-10-29
Balboa Wealth Partners
11,346$504.9K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Beacon Financial Group
11,289$502.3K0.0%ETFMediumDallas, TX2026-10-19
International Assets Investment Management, LLC
11,006$490.6K0.0%CoreVery HighOrlando, FL2026-11-02
Fearless Solutions, LLC dba Best Invest
10,939$486.8K0.2%ETFLowSan Antonio, TX2026-10-14
Saxony Capital Management, LLC
10,386$462.2K0.2%ETFMediumSt. Louis, MO2026-10-15
HB Wealth Management, LLC
10,100$449.5K0.0%IndexVery LowAtlanta, GA2026-10-23
AWM Capital, LLC
10,043$446.9K0.0%ETFLowPhoenix, AZ2026-10-16
Signature Equity Partners, LLC
9,969$443.6K0.2%GrowthMediumColumbus, OH2026-10-29
Silver Grove Financial Group, Inc.
9,968$443.6K0.2%CoreMediumOrchard Park, NY2026-11-05
Trilogy Capital Inc.
9,967$443.5K0.0%ETFMediumIrvine, CA2026-10-20
Cravens & Co Advisors, LLC
9,828$437.3K0.3%CoreMediumCookeville, TN2026-10-16
Professional Financial Advisors, LLC
9,552$425.1K0.1%ETFMediumNorth Platte, NE2026-10-13
Platt Wealth Management LLC
9,344$415.0K0.5%GrowthVery LowSan Diego, CA2026-11-04
Regent Peak Wealth Advisors LLC
9,138$406.6K0.1%GrowthLowAtlanta, GA2026-10-13
LEE Danner & Bass Inc
9,075$403.8K0.0%ValueVery LowNashville, TN2026-10-27
Intrua Financial, LLC
8,767$390.1K0.0%ETFMediumHouston, TX2026-10-28
Merited Wealth, LLC
8,584$382.0K0.3%ETFMediumNorth Bay Village, FL2026-10-13
Northwest Financial Advisors
8,465$376.7K0.1%ETFLowHerndon, VA2026-10-27
Detalus Advisors, LLC
8,416$374.5K0.1%ETFLowSt. Louis, MO2026-10-15
Advisor OS, LLC
8,325$370.5K0.0%ETFMediumChicago, IL2026-11-03
US Bancorp \de\
8,273$368.2K0.0%IndexLowMinneapolis, MN2026-11-05
Ashton Thomas Private Wealth, LLC
8,208$365.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Mascagni Wealth Management, Inc.
7,996$355.8K0.2%ETFLowClinton, MS2026-10-23
OpenArc Corporate Advisory, LLC
7,922$352.5K0.0%GrowthLowAtlanta, GA2026-10-21
Junk Investment Group, LLC
7,885$350.9K0.1%ETFVery LowHunt Valley, MD2026-10-19
Investmark Advisory Group LLC
7,734$344.2K0.1%ETFVery LowShelton, CT2026-10-27
Avaii Wealth Management, LLC
7,589$341.1K0.1%ETFMediumAppleton, WI2026-10-09
NavPoint Financial, Inc.
7,306$325.1K0.1%ETFVery LowPrior Lake, MN2026-10-21
National Wealth Management Group, LLC
7,243$322.3K0.1%ETFMediumCincinnati, OH2026-10-26
Nova Financial LLC
7,115$316.6K0.1%N/AN/ATucson, AZ2026-11-04
Worth Financial Advisory Group, LLC
7,017$312.2K0.1%GrowthVery LowCharlotte, NC2026-10-19
Towneley Capital Management, Inc / de
7,000$311.5K0.1%ETFVery LowLaguna Hills, CA2026-10-09
First Heartland Consultants, Inc.
6,809$303.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Eclectic Associates Inc
6,788$302.1K0.0%ETFVery LowFullerton, CA2026-10-09
Keybank National Association
6,785$301.9K0.0%CoreLowBrooklyn, OH2026-11-04
Register Financial Advisors LLC
6,462$287.6K0.1%GARPLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
6,374$283.6K0.0%ETFMediumEncinitas, CA2026-10-21
Aprio Wealth Management, LLC
6,328$281.6K0.0%ETFMediumAtlanta, GA2026-10-28
Daymark Wealth Partners, LLC
6,040$268.8K0.0%CoreLowCincinnati, OH2026-11-04
World Equity Group, Inc.
5,920$263.4K0.1%GrowthMediumSchaumburg, IL2026-10-14
CapWealth Advisors, LLC
5,674$252.5K0.0%CoreLowFranklin, TN2026-10-05
Forvis Mazars Wealth Advisors, LLC
5,668$252.2K0.0%ETFVery LowSpringfield, MO2026-10-13
FinDec Wealth Services, Inc.
5,383$239.5K0.3%ETFVery LowStockton, CA2026-10-30
Signature Estate & Investment Advisors LLC
5,212$231.9K0.0%ETFMediumLos Angeles, CA2026-10-13
SFE Investment Counsel
5,207$231.7K0.0%CoreLowLos Angeles, CA2026-10-29
Sage Investment Counsel LLC
5,134$228.5K0.2%ValueMediumFranklin, TN2026-10-26
CFS Investment Advisory Services, LLC
4,930$224.6K0.0%ETFMediumTotowa, NJ2026-10-19
Realta Investment Advisors
4,925$219.2K0.1%GrowthMediumWilmington, DE2026-10-14
Summit Global Investments
4,861$216.0K0.1%CoreMediumBountiful, UT2026-10-28
Convergence Financial, LLC
4,795$213.4K0.0%ETFMediumColumbia, MO2026-10-27
Gradient Investments LLC
4,764$212.0K0.0%CoreMediumArden Hills, MN2026-10-08
Mission Wealth Management, LP
4,731$210.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Tenet Wealth Partners, LLC
4,607$205.0K0.1%ETFN/AChampaign, IL2026-10-19
Ignite Planners, LLC
4,600$204.7K0.0%CoreLowSan Clemente, CA2026-10-14
Cora Capital Advisors LLC
4,512$200.8K0.1%ETFLowMarlton, NJ2026-11-02
Cape Investment Advisory, Inc.
4,425$196.9K0.1%ETFLowMcdonough, GA2026-10-13
Financial Perspectives, Inc
4,332$192.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Larson Financial Group LLC
3,665$163.1K0.0%GrowthLowSt Louis, MO2026-11-05
Birchwood Financial Partners, Inc.
3,157$140.5K0.1%ETFVery LowBloomington, MN2026-11-02
SJS Investment Consulting Inc.
2,803$124.8K0.0%ETFVery LowSylvania, OH2026-10-26
Mather Group, Llc.
2,611$116.2K0.0%ETFMediumChicago, IL2026-10-14
UMB Private Wealth Management, LLC
2,543$113.2K0.1%GrowthN/AKansas City, MO2026-10-19
Archer Investment Corp
2,538$112.9K0.0%CoreMediumCarmel, IN2026-11-05
Richardson Capital Management LLC
2,500$111.3K0.0%ETFLowMenomonee Falls, WI2026-10-23
First Premier Bank
2,234$99.0K0.1%CoreVery LowSioux Falls, SD2026-10-13
Lanark Financial, Inc.
2,035$90.6K0.0%CoreMediumBirmingham, AL2026-10-26
Flagship Wealth Advisors, LLC
2,007$89.3K0.0%ETFLowWakefield, MA2026-11-03
Chilton Capital Management LLC
1,916$85.3K0.0%GrowthMediumHouston, TX2026-10-28
North Star Investment Management Corp.
1,750$77.9K0.0%CoreLowChicago, IL2026-10-27
CoreCap Advisors, LLC
1,606$71.5K0.0%ETFMediumSouthfield, MI2026-10-08
Provenance Wealth Advisors, LLC
1,133$50.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Evolution Wealth Management Inc.
1,070$47.6K0.0%ETFMediumFort Myers, FL2026-10-28
Rossby Financial, LCC
991$44.1K0.0%ETFMediumMelbourne, FL2026-11-05
Barrett & Company, Inc.
912$40.6K0.0%ETFLowProvidence, RI2026-10-22
Trust Co
840$37.4K0.0%ETFVery LowManhattan, KS2026-10-09
Beacon Investment Advisory Services, Inc.
704$31.3K0.0%GrowthLowMorristown, NJ2026-10-13
Pflug Koory, LLC
626$27.9K0.0%CoreVery LowOmaha, NE2026-10-26
Westside Investment Management, Inc.
450$20.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Arvest Investments, Inc.
409$18.2K0.0%ETFLowLowell, AR2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
374$16.6K0.0%GrowthMediumIndianapolis, IN2026-10-14
CX Institutional
333$150.0%CoreMediumAuburn, IN2026-10-02
Signaturefd, LLC
306$13.6K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Bancorp, Inc.
282$12.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Meriwether Wealth & Planning, LLC
264$11.7K0.0%ETFMediumMinden, LA2026-10-13
William Mack & Associates, Inc.
201$8.9K0.0%ETFLowTroy, MI2026-10-27
Golden State Wealth Management, LLC
186$8.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Central Pacific Bank - Trust Division
152$6.8K0.0%CoreMediumHonolulu, HI2026-10-06
Oakworth Capital, Inc.
150$6.7K0.0%ETFLowBirmingham, AL2026-10-26
StrongBox Wealth, LLC
70$3.1K0.0%GrowthLowLee'S Summit, MO2026-11-02
Plante Moran Financial Advisors, LLC
52$2.3K0.0%ETFVery LowSouthfield, MI2026-11-04
MassMutual Private Wealth & Trust, FSB
38$1.7K0.0%CoreLowSpringfield, MA2026-10-05
Marshall & Sterling Wealth Advisors Inc.
20$8920.0%ETFMediumPoughkeepsie, NY2026-10-28
IMG Wealth Management, Inc.
2$890.0%ETFMediumJacksonville, FL2026-10-27