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Cap Group Global Growth (CGGO)

CUSIP: 14020X104 | NYSE | 608 institutional holders

Quarters

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

Commonwealth Equity Services, LLC5,537,196
0.3% of portfolio›$220.3M
Cambridge Investment Research Advisors, Inc.3,786,316
0.9% of portfolio›$150.6M
Kestra Advisory Services, LLC2,163,698
0.2% of portfolio›$86.1M
Wealth Enhancement Advisory Services, LLC1,693,634
0.1% of portfolio›$66.5M
Financial Council, LLC1,627,950
20.5% of portfolio›$64.8M
Arlington Financial Advisors, LLC1,515,156
7.6% of portfolio›$60.3M
Assetmark, Inc1,386,871
0.1% of portfolio›$55.2M
LVW Advisors, LLC1,020,330
3.4% of portfolio›$40.6M
J. Derek Lewis & Associates Inc.777,096
5.6% of portfolio›$30.9M
D.A. Davidson & Co.753,460
0.2% of portfolio›$30.0M
BIP Wealth, LLC713,902
0.8% of portfolio›$28.4M
Wealth Science Advisors LLC696,356
11.6% of portfolio›$27.7M
LifeGoal Investments, LLC583,487
7.1% of portfolio›$23.2M
Stonebridge Financial Group, LLC507,591
1.5% of portfolio›$20.2M
Kestra Investment Management, LLC501,104
0.4% of portfolio›$19.9M
Ergawealth Advisors, Inc.496,834
7.8% of portfolio›$19.8M
Apollon Wealth Management, LLC492,470
0.2% of portfolio›$19.6M
MCF Advisors LLC456,868
0.6% of portfolio›$18.2M
Clarity Wealth Advisors, LLC383,115
2.7% of portfolio›$15.2M
Souders Financial Advisors380,347
1.5% of portfolio›$15.1M
BNB Wealth Management, LLC346,714
7.6% of portfolio›$13.8M
KWB Wealth328,448
1.1% of portfolio›$13.1M
AA Financial Advisors, LLC278,856
1.3% of portfolio›$11.1M
NavPoint Financial, Inc.263,759
3.7% of portfolio›$10.5M
Ridgeline Wealth Planning, LLC263,504
6.0% of portfolio›$10.5M
Truist Financial Corp256,562
0.0% of portfolio›$10.2M
CLG LLC254,601
2.1% of portfolio›$10.1M
Confluence Wealth Services, Inc.247,387
0.3% of portfolio›$9.8M
Gerber Kawasaki Wealth & Investment Management245,751
0.2% of portfolio›$9.8M
Michael Brady & Co., LLC237,150
8.6% of portfolio›$9.4M
Novem Group236,224
0.9% of portfolio›$9.4M
Gutierrez Wealth Advisory, LLC235,902
5.0% of portfolio›$9.4M
Cullen T Bankers, Inc.217,551
0.1% of portfolio›$8.7M
Founders Financial Securities LLC211,347
0.4% of portfolio›$8.4M
Farther Finance Advisors, LLC198,417
0.1% of portfolio›$7.9M
Financial Management Network Inc190,193
1.1% of portfolio›$7.6M
Boyer Financial Services, Inc.184,411
5.9% of portfolio›$7.3M
Johnson Bixby & Associates, LLC181,775
0.8% of portfolio›$7.2M
Balentine LLC180,604
0.3% of portfolio›$7.2M
Smith Thornton Advisors LLC180,506
3.1% of portfolio›$7.2M
Koshinski Asset Management, Inc.174,834
0.4% of portfolio›$7.0M
Code Waechter LLC174,434
3.3% of portfolio›$6.9M
Burford Brothers, Inc.164,988
2.4% of portfolio›$6.6M
FSM Wealth Advisors, LLC163,761
0.7% of portfolio›$6.4M
Prospera Financial Services Inc160,432
0.1% of portfolio›$6.0M
Strategic Blueprint, LLC160,411
0.3% of portfolio›$6.4M
Davenport & Co LLC151,580
0.0% of portfolio›$6.0M
James T. Borello RIA147,156
1.2% of portfolio›$5.9M
Paragon Advisors, LLC145,792
1.1% of portfolio›$5.8M
J.W. Cole Advisors, Inc.143,420
0.1% of portfolio›$5.7M
Concurrent Investment Advisors, LLC136,028
0.0% of portfolio›$5.4M
Bill Few Associates, Inc.134,867
1.1% of portfolio›$5.4M
Sagespring Wealth Partners, LLC129,635
0.1% of portfolio›$5.2M
Integrity Advisory Solutions, LLC128,935
0.5% of portfolio›$5.1M
Landaas & Co126,035
0.8% of portfolio›$5.0M
Venture Visionary Partners LLC121,268
0.1% of portfolio›$4.8M
Smallwood Wealth Investment Management, LLC116,475
2.0% of portfolio›$4.6M
HBW Advisory Services LLC115,070
0.5% of portfolio›$4.6M
Sierra Ocean, LLC113,827
2.8% of portfolio›$4.5M
PFG Advisors113,325
0.2% of portfolio›$4.5M
AlphaCore Capital LLC113,213
0.1% of portfolio›$4.5M
Kestra Private Wealth Services, LLC112,141
0.0% of portfolio›$4.5M
A&I Financial Services, LLC112,043
1.9% of portfolio›$4.5M
Endeavor Private Wealth, Inc.111,635
1.1% of portfolio›$4.4M
Silvia Mccoll Wealth Management, LLC111,565
2.7% of portfolio›$4.4M
Sovran Advisors, LLC111,510
0.3% of portfolio›$4.3M
Leonard Rickey Investment Advisors P.L.L.C.110,703
0.7% of portfolio›$4.4M
Kingswood Wealth Advisors, LLC103,547
0.2% of portfolio›$4.1M
Trueblood Wealth Management, LLC102,567
1.4% of portfolio›$4.1M
Jacobi Capital Management LLC97,490
0.2% of portfolio›$3.9M
Financial Perspectives, Inc96,322
0.9% of portfolio›$3.8M
Park Avenue Securities LLC95,700
0.1% of portfolio›$3.8M
Vise Technologies, Inc.94,688
0.0% of portfolio›$3.8M
Atria Investments, Inc88,629
0.0% of portfolio›$3.5M
Bank of New York Mellon Corp87,167
0.0% of portfolio›$3.5M
Aprio Wealth Management, LLC86,092
0.2% of portfolio›$3.4M
LongView Wealth Management81,853
0.8% of portfolio›$3.3M
Silverlake Wealth Management LLC80,350
0.6% of portfolio›$3.2M
Strategic Family Wealth Counselors, L.L.C.78,655
0.7% of portfolio›$3.1M
Beacon Financial Advisory LLC75,343
0.6% of portfolio›$3.0M
Signature Estate & Investment Advisors LLC72,692
0.1% of portfolio›$2.9M
Blueprint Investment Partners LLC71,278
0.2% of portfolio›$2.8M
Oppenheimer & Co Inc71,216
0.0% of portfolio›$2.8M
Latitude Advisors, LLC70,165
0.9% of portfolio›$2.8M
Blueprint Financial Advisors LLC69,601
0.3% of portfolio›$2.8M
Convergence Financial, LLC67,864
0.4% of portfolio›$2.7M
Saxony Capital Management, LLC67,097
1.1% of portfolio›$2.7M
Northwest Financial Advisors63,377
0.3% of portfolio›$2.5M
Meridian Wealth Management, LLC58,713
0.1% of portfolio›$2.3M
Seamount Financial Group Inc57,723
0.9% of portfolio›$2.3M
Orba Wealth Advisors, L.L.C.57,080
1.9% of portfolio›$2.3M
Citigroup Inc56,461
0.0% of portfolio›$2.2M
First Pacific Financial55,563
0.2% of portfolio›$2.2M
Independent Financial Group, LLC54,462
0.0% of portfolio›$2.2M
Creative Planning53,815
0.0% of portfolio›$2.1M
EverSource Wealth Advisors, LLC52,593
0.1% of portfolio›$2.1M
RFG Advisory, LLC50,961
0.0% of portfolio›$2.0M
Titleist Asset Management, LLC50,242
0.1% of portfolio›$2.0M
VestGen Advisors, LLC49,858
0.1% of portfolio›$2.0M
Mascagni Wealth Management, Inc.48,276
1.2% of portfolio›$1.9M
Sweeney & Michel, LLC47,871
0.5% of portfolio›$1.9M
Nations Financial Group Inc,47,720
0.1% of portfolio›$1.9M
MGO One Seven LLC47,454
0.0% of portfolio›$1.9M
Lincoln Capital LLC46,423
0.3% of portfolio›$1.8M
Kachkovsky & Fisher, Inc.43,078
1.6% of portfolio›$1.7M
First Heartland Consultants, Inc.41,823
0.1% of portfolio›$1.7M
MSH Capital Advisors LLC41,651
0.3% of portfolio›$1.7M
Armstrong, Fleming & Moore, Inc40,991
0.5% of portfolio›$1.6M
Professional Financial Advisors, LLC40,641
0.3% of portfolio›$1.6M
Tempus Wealth Planning, LLC39,527
0.3% of portfolio›$1.6M
Signature Resources Capital Management, LLC39,494
0.7% of portfolio›$1.6M
Procyon Advisors, LLC38,221
0.1% of portfolio›$1.5M
StrongBox Wealth, LLC37,106
0.4% of portfolio›$1.5M
Fifth Third Bancorp35,620
0.0% of portfolio›$1.4M
Security Financial Services, Inc.34,634
0.2% of portfolio›$1.4M
Langley Wealth Management, LLC33,831
1.3% of portfolio›$1.3M
M.E. Allison & Co., Inc.33,789
0.8% of portfolio›$1.3M
Weatherly Asset Management L. P.33,609
0.1% of portfolio›$1.3M
Kennedy Investment Group, Inc.32,912
0.4% of portfolio›$1.3M
Capital Investment Advisory Services, LLC32,536
0.1% of portfolio›$1.3M
Advus Financial Partners, LLC32,235
0.4% of portfolio›$1.3M
Total Clarity Wealth Management, Inc.32,037
0.2% of portfolio›$1.3M
Ascentis Independent Advisors31,501
0.1% of portfolio›$1.3M
Vontobel Holding Ltd.28,700
0.0% of portfolio›$1.1M
Lodestone Wealth Management LLC28,379
0.4% of portfolio›$1.1M
Capital Planning LLC27,035
0.3% of portfolio›$1.1M
Perigon Wealth Management, LLC26,519
0.0% of portfolio›$1.1M
Sigma Planning Corp26,254
0.0% of portfolio›$1.0M
Diversify Advisory Services, LLC25,454
0.0% of portfolio›$977.4K
Diversify Wealth Management, LLC25,454
0.0% of portfolio›$977.4K
Dynamic Advisor Solutions LLC25,427
0.0% of portfolio›$1.0M
BridgePort Financial Solutions, LLC24,808
0.2% of portfolio›$986.8K
180 Wealth Advisors, LLC24,454
0.1% of portfolio›$972.8K
Uhlmann Price Securities, LLC24,429
0.1% of portfolio›$971.9K
Cornerstone Wealth Management, LLC24,378
0.0% of portfolio›$969.8K
Financial Planning Navigators Corp24,311
0.4% of portfolio›$967.1K
Lantern Wealth Advisors, LLC24,245
0.4% of portfolio›$964.5K
Brown Miller Wealth Management, LLC23,603
0.2% of portfolio›$938.9K
HB Wealth Management, LLC23,125
0.0% of portfolio›$919.9K
Certior Financial Group, LLC22,766
0.5% of portfolio›$905.6K
Olistico Wealth, LLC22,689
0.4% of portfolio›$902.6K
Summit Wealth Group LLC / Co21,866
0.1% of portfolio›$869.8K
Investment Planning Advisors, Inc.21,853
0.2% of portfolio›$869.3K
Visionary Wealth Advisors21,455
0.0% of portfolio›$853.5K
Fearless Solutions, LLC dba Best Invest21,067
0.4% of portfolio›$838.0K
Private Trust Co NA20,998
0.1% of portfolio›$835.3K
Balboa Wealth Partners19,668
0.1% of portfolio›$782.4K
Howard Capital Management Group, LLC19,203
0.0% of portfolio›$763.9K
Center For Asset Management LLC17,743
0.3% of portfolio›$705.8K
Choreo, LLC17,594
0.0% of portfolio›$699.9K
Good Harbor Advisors, Inc.16,694
0.6% of portfolio›$664.1K
Summit Global Investments16,686
0.2% of portfolio›$664.0K
Financial Security Advisor, Inc.16,073
0.1% of portfolio›$639.4K
Private Client Services, LLC16,047
0.2% of portfolio›$638.4K
Vicus Capital15,664
0.0% of portfolio›$623.1K
Patriot Financial Group Insurance Agency, LLC15,186
0.1% of portfolio›$604.1K
Walkner Condon Financial Advisors LLC14,370
0.1% of portfolio›$571.6K
Junk Investment Group, LLC13,910
0.2% of portfolio›$553.3K
Principle Wealth Partners LLC13,765
0.0% of portfolio›$547.6K
IFP Advisors, Inc13,480
0.0% of portfolio›$536.2K
Tortuga Wealth Management, Inc12,842
0.4% of portfolio›$511.0K
M Holdings Securities, Inc.12,583
0.0% of portfolio›$484
Brighton Jones LLC12,575
0.0% of portfolio›$500.2K
International Assets Investment Management, LLC12,305
0.0% of portfolio›$488.5K
Adamsbrown Wealth Consultants LLC12,251
0.1% of portfolio›$487.3K
Lantz Financial LLC12,156
0.1% of portfolio›$483.6K
US Bancorp \de\11,962
0.0% of portfolio›$475.8K
GSG Advisors LLC11,812
0.1% of portfolio›$469.9K
United Advisor Group, LLC11,615
0.0% of portfolio›$462.0K
OpenArc Corporate Advisory, LLC11,336
0.0% of portfolio›$450.9K
Advisortrust Partners, LLC11,306
0.1% of portfolio›$449.8K
Prime Capital Investment Advisors, LLC11,298
0.0% of portfolio›$449.5K
Signature Equity Partners, LLC11,158
0.2% of portfolio›$443.9K
StoneX Group Inc.10,849
0.0% of portfolio›$431.2K
MFA Wealth Services10,739
0.3% of portfolio›$427.2K
Larson Financial Group LLC9,983
0.0% of portfolio›$397.1K
HUB Investment Partners, LLC9,971
0.0% of portfolio›$396.7K
Victory Financial Group, LLC9,879
0.0% of portfolio›$393.0K
Colonial River Investments, LLC9,852
0.1% of portfolio›$391.9K
Willow Creek Wealth Management Inc.9,842
0.0% of portfolio›$391.5K
Copper Harbor Investment Advisors, LLC9,810
0.1% of portfolio›$390.3K
Daymark Wealth Partners, LLC9,645
0.0% of portfolio›$383.7K
Barrett & Company, Inc.9,573
0.1% of portfolio›$380.8K
Ashton Thomas Private Wealth, LLC9,387
0.0% of portfolio›$373.4K
Wedbush Securities Inc9,366
0.0% of portfolio›$373.0K
Quadrant Capital Group LLC9,079
0.0% of portfolio›$353.7K
Merited Wealth, LLC8,944
0.2% of portfolio›$355.8K
Focused Alpha, LLC8,904
0.1% of portfolio›$354.2K
Fifth Third Securities, Inc.8,798
0.0% of portfolio›$350.0K
Realta Investment Advisors8,675
0.1% of portfolio›$345.1K
Simplicity Wealth,LLC8,615
0.0% of portfolio›$342.7K
LexAurum Advisors, LLC8,548
0.0% of portfolio›$340.0K
SAX Wealth Advisors, LLC8,523
0.0% of portfolio›$339.0K
SmartHarvest Portfolios, LLC8,500
0.1% of portfolio›$338.1K
Tenzing Financial LLC7,729
0.2% of portfolio›$294.2K
Ascent Group, LLC7,529
0.0% of portfolio›$299.5K
Tcfg Investment Advisors, LLC7,329
0.1% of portfolio›$291.5K
Cora Capital Advisors LLC7,237
0.1% of portfolio›$287.9K
Sapient Capital LLC7,010
0.0% of portfolio›$278.9K
Harmony Asset Management LLC6,915
0.1% of portfolio›$275.1K
Advisor Resource Council6,800
0.1% of portfolio›$273.3K
Worth Financial Advisory Group, LLC6,669
0.1% of portfolio›$265.3K
Wealthcare Advisory Partners LLC6,580
0.0% of portfolio›$261.8K
Harpswell Capital Advisors, LLC6,300
0.2% of portfolio›$250.6K
Forvis Mazars Wealth Advisors, LLC6,291
0.0% of portfolio›$250.3K
Main Line Retirement Advisors, LLC6,229
0.1% of portfolio›$247.8K
Modera Wealth Management, LLC6,190
0.0% of portfolio›$246.2K
Pinnacle Bancorp, Inc.6,000
0.1% of portfolio›$238.7K
FinDec Wealth Services, Inc.5,961
0.3% of portfolio›$237.1K
Asset One Wealth Management LLC5,390
0.0% of portfolio›$214.4K
Avaii Wealth Management, LLC5,351
0.1% of portfolio›$213.8K
Trinity Wealth Management, LLC5,247
0.1% of portfolio›$208.7K
Silver Grove Financial Group, Inc.4,843
0.1% of portfolio›$192.6K
Cape Investment Advisory, Inc.4,331
0.0% of portfolio›$172.3K
Creative Financial Designs Inc3,533
0.0% of portfolio›$140.5K
Root Financial Partners, LLC3,178
0.0% of portfolio›$126.4K
Richardson Capital Management LLC3,147
0.1% of portfolio›$125.2K
Mather Group, Llc.2,537
0.0% of portfolio›$100.9K
Gamma Investing LLC2,222
0.0% of portfolio›$88.4K
Thurston, Springer, Miller, Herd & Titak, Inc.2,183
0.1% of portfolio›$86.9K
Essential Investment Partners LLC2,100
0.1% of portfolio›$83.5K
CoreCap Advisors, LLC1,862
0.0% of portfolio›$74.1K
Beacon Financial Strategies Corp1,820
0.0% of portfolio›$72.4K
Rossby Financial, LCC1,762
0.0% of portfolio›$70.1K
UMB Private Wealth Management, LLC1,648
0.1% of portfolio›$65.6K
Lanark Financial, Inc.1,405
0.0% of portfolio›$55.9K
CX Institutional1,198
0.0% of portfolio›$48
Flagship Wealth Advisors, LLC1,182
0.0% of portfolio›$47.0K
Provenance Wealth Advisors, LLC1,173
0.0% of portfolio›$46.7K
Pinnacle Wealth Planning Services, Inc.1,158
0.0% of portfolio›$46.1K
DiNuzzo Private Wealth, Inc.1,123
0.0% of portfolio›$44.7K
Key FInancial Inc939
0.0% of portfolio›$37.4K
Elevation Wealth Partners, LLC894
0.0% of portfolio›$35.6K
Pflug Koory, LLC729
0.0% of portfolio›$29.0K
Salomon & Ludwin, LLC680
0.0% of portfolio›$27.1K
Bayban670
0.0% of portfolio›$28.4K
American National Bank & Trust630
0.0% of portfolio›$25.1K
Spire Wealth Management613
0.0% of portfolio›$24.4K
Indiana Trust & Investment Management Co605
0.0% of portfolio›$24.1K
TD Waterhouse Canada Inc.529
0.0% of portfolio›$21.0K
Evolution Wealth Management Inc.443
0.0% of portfolio›$17.6K
Arvest Investments, Inc.442
0.0% of portfolio›$17.6K
Asset Dedication, LLC266
0.0% of portfolio›$10.6K
Nova Financial LLC219
0.0% of portfolio›$8.7K
Central Trust Co125
0.0% of portfolio›$5.0K
Signaturefd, LLC84
0.0% of portfolio›$3.3K
IFS Advisors, LLC60
0.0% of portfolio›$2.4K
Golden State Wealth Management, LLC16
0.0% of portfolio›$644
Archer Investment Corp6
0.0% of portfolio›$239
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
5,537,196$220.3M0.3%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
3,786,316$150.6M0.9%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
2,163,698$86.1M0.2%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
1,693,634$66.5M0.1%CoreLowPlymouth, MN2026-10-13
Financial Council, LLC
1,627,950$64.8M20.5%ETFVery LowTowson, MD2026-11-02
Arlington Financial Advisors, LLC
1,515,156$60.3M7.6%ETFMediumSanta Barbara, CA2026-10-19
Assetmark, Inc
1,386,871$55.2M0.1%ETFLowConcord, CA2026-10-21
LVW Advisors, LLC
1,020,330$40.6M3.4%CoreMediumPittsford, NY2026-10-19
J. Derek Lewis & Associates Inc.
777,096$30.9M5.6%ETFLowNewport Beach, CA2026-11-03
D.A. Davidson & Co.
753,460$30.0M0.2%CoreLowGreat Falls, MT2026-10-28
BIP Wealth, LLC
713,902$28.4M0.8%ETFMediumAtlanta, GA2026-10-22
Wealth Science Advisors LLC
696,356$27.7M11.6%ETFMediumAlpharetta, GA2026-10-09
LifeGoal Investments, LLC
583,487$23.2M7.1%ETFLowSaratoga Springs, NY2026-10-09
Stonebridge Financial Group, LLC
507,591$20.2M1.5%ETFMediumWormleysburg, PA2026-10-01
Kestra Investment Management, LLC
501,104$19.9M0.4%ETFMediumAustin, TX2026-11-04
Ergawealth Advisors, Inc.
496,834$19.8M7.8%ETFMediumOak Brook, IL2026-10-21
Apollon Wealth Management, LLC
492,470$19.6M0.2%GrowthLowMount Pleasant, SC2026-10-23
MCF Advisors LLC
456,868$18.2M0.6%ETFLowLexington, KY2026-10-28
Clarity Wealth Advisors, LLC
383,115$15.2M2.7%ETFVery LowSan Jose, CA2026-10-21
Souders Financial Advisors
380,347$15.1M1.5%ETFLowCincinnati, OH2026-11-03
BNB Wealth Management, LLC
346,714$13.8M7.6%ETFMediumSilver Spring, MD2026-10-28
KWB Wealth
328,448$13.1M1.1%ETFMediumRedlands, CA2026-10-16
AA Financial Advisors, LLC
278,856$11.1M1.3%ETFMediumColumbus, OH2026-10-19
NavPoint Financial, Inc.
263,759$10.5M3.7%ETFVery LowPrior Lake, MN2026-10-21
Ridgeline Wealth Planning, LLC
263,504$10.5M6.0%ETFLowCenterville, OH2026-10-29
Truist Financial Corp
256,562$10.2M0.0%CoreLowCharlotte, NC2026-10-30
CLG LLC
254,601$10.1M2.1%ETFMediumLong Beach, CA2026-10-13
Confluence Wealth Services, Inc.
247,387$9.8M0.3%ETFVery LowMcmurray, PA2026-11-05
Gerber Kawasaki Wealth & Investment Management
245,751$9.8M0.2%ETFLowSanta Monica, CA2026-10-29
Michael Brady & Co., LLC
237,150$9.4M8.6%ETFLowWestlake, OH2026-10-23
Novem Group
236,224$9.4M0.9%ETFMediumRochester, NY2026-10-19
Gutierrez Wealth Advisory, LLC
235,902$9.4M5.0%ETFLowLittle Rock, AR2026-11-02
Cullen T Bankers, Inc.
217,551$8.7M0.1%GrowthLowSan Antonio, TX2026-10-28
Founders Financial Securities LLC
211,347$8.4M0.4%ETFMediumTowson, MD2026-10-28
Farther Finance Advisors, LLC
198,417$7.9M0.1%IndexLowSan Francisco, CA2026-10-08
Financial Management Network Inc
190,193$7.6M1.1%ETFLowMission Viejo, CA2026-10-09
Boyer Financial Services, Inc.
184,411$7.3M5.9%ETFLowNewport Beach, CA2026-10-23
Johnson Bixby & Associates, LLC
181,775$7.2M0.8%ETFMediumVancouver, WA2026-10-14
Balentine LLC
180,604$7.2M0.3%ETFLowAtlanta, GA2026-11-03
Smith Thornton Advisors LLC
180,506$7.2M3.1%ETFVery LowHuntsville, AL2026-10-16
Koshinski Asset Management, Inc.
174,834$7.0M0.4%ETFLowDecatur, IL2026-10-29
Code Waechter LLC
174,434$6.9M3.3%ETFLowTampa, FL2026-10-23
Burford Brothers, Inc.
164,988$6.6M2.4%CoreLowDallas, TX2026-10-21
FSM Wealth Advisors, LLC
163,761$6.4M0.7%ETFLowCleveland, OH2026-10-27
Prospera Financial Services Inc
160,432$6.0M0.1%CoreMediumDallas, TX2026-11-04
Strategic Blueprint, LLC
160,411$6.4M0.3%ETFLowAtlanta, GA2026-10-22
Davenport & Co LLC
151,580$6.0M0.0%CoreMediumRichmond, VA2026-10-14
James T. Borello RIA
147,156$5.9M1.2%ETFVery LowEast Dundee, IL2026-10-16
Paragon Advisors, LLC
145,792$5.8M1.1%ETFHighCollege Station, TX2026-11-03
J.W. Cole Advisors, Inc.
143,420$5.7M0.1%IndexLowTampa, FL2026-11-05
Concurrent Investment Advisors, LLC
136,028$5.4M0.0%GrowthMediumTampa, FL2026-10-16
Bill Few Associates, Inc.
134,867$5.4M1.1%CoreVery LowSewickley, PA2026-10-09
Sagespring Wealth Partners, LLC
129,635$5.2M0.1%ETFLowFranklin, TN2026-10-22
Integrity Advisory Solutions, LLC
128,935$5.1M0.5%ETFMediumDallas, TX2026-10-29
Landaas & Co
126,035$5.0M0.8%ETFVery LowMilwaukee, WI2026-10-29
Venture Visionary Partners LLC
121,268$4.8M0.1%CoreLowSylvania, OH2026-10-07
Smallwood Wealth Investment Management, LLC
116,475$4.6M2.0%ETFVery LowRed Bank, NJ2026-10-30
HBW Advisory Services LLC
115,070$4.6M0.5%ETFMediumSimi Valley, CA2026-10-15
Sierra Ocean, LLC
113,827$4.5M2.8%ETFLowRipon, CA2026-11-03
PFG Advisors
113,325$4.5M0.2%ETFMediumPhoenix, AZ2026-10-16
AlphaCore Capital LLC
113,213$4.5M0.1%ETFLowLa Jolla, CA2026-11-04
Kestra Private Wealth Services, LLC
112,141$4.5M0.0%GrowthLowAustin, TX2026-10-30
A&I Financial Services, LLC
112,043$4.5M1.9%ETFHighLone Tree, CO2026-10-15
Endeavor Private Wealth, Inc.
111,635$4.4M1.1%ETFMediumTopeka, KS2026-11-05
Silvia Mccoll Wealth Management, LLC
111,565$4.4M2.7%CoreVery LowSan Diego, CA2026-10-07
Sovran Advisors, LLC
111,510$4.3M0.3%ETFMediumSan Diego, CA2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
110,703$4.4M0.7%ETFLowYakima, WA2026-10-29
Kingswood Wealth Advisors, LLC
103,547$4.1M0.2%GrowthLowSan Diego, CA2026-10-23
Trueblood Wealth Management, LLC
102,567$4.1M1.4%CoreLowLima, OH2026-10-23
Jacobi Capital Management LLC
97,490$3.9M0.2%CoreLowPittston, PA2026-11-05
Financial Perspectives, Inc
96,322$3.8M0.9%GrowthVery LowMinneapolis, MN2026-11-03
Park Avenue Securities LLC
95,700$3.8M0.1%ETFMediumNew York, NY2026-10-26
Vise Technologies, Inc.
94,688$3.8M0.0%IndexLowNew York, NY2026-10-29
Atria Investments, Inc
88,629$3.5M0.0%CoreMediumCharlotte, NC2026-10-15
Bank of New York Mellon Corp
87,167$3.5M0.0%CoreLowNew York, NY2026-11-05
Aprio Wealth Management, LLC
86,092$3.4M0.2%ETFMediumAtlanta, GA2026-10-28
LongView Wealth Management
81,853$3.3M0.8%ETFLowAtlanta, GA2026-10-19
Silverlake Wealth Management LLC
80,350$3.2M0.6%ETFLowWilliston, VT2026-10-21
Strategic Family Wealth Counselors, L.L.C.
78,655$3.1M0.7%ETFVery LowFairfield, NJ2026-10-29
Beacon Financial Advisory LLC
75,343$3.0M0.6%ETFLowCleveland, OH2026-10-16
Signature Estate & Investment Advisors LLC
72,692$2.9M0.1%ETFMediumLos Angeles, CA2026-10-13
Blueprint Investment Partners LLC
71,278$2.8M0.2%ETFMediumGreensboro, NC2026-10-28
Oppenheimer & Co Inc
71,216$2.8M0.0%CoreLowNew York, NY2026-10-26
Latitude Advisors, LLC
70,165$2.8M0.9%ETFLowYorkville, IL2026-10-27
Blueprint Financial Advisors LLC
69,601$2.8M0.3%GARPMediumGreensboto, NC2026-10-28
Convergence Financial, LLC
67,864$2.7M0.4%ETFMediumColumbia, MO2026-10-27
Saxony Capital Management, LLC
67,097$2.7M1.1%ETFMediumSt. Louis, MO2026-10-15
Northwest Financial Advisors
63,377$2.5M0.3%ETFLowHerndon, VA2026-10-27
Meridian Wealth Management, LLC
58,713$2.3M0.1%GrowthLowLexington, KY2026-11-05
Seamount Financial Group Inc
57,723$2.3M0.9%ETFLowColorado Springs, CO2026-10-21
Orba Wealth Advisors, L.L.C.
57,080$2.3M1.9%ETFMediumChicago, IL2026-10-23
Citigroup Inc
56,461$2.2M0.0%CoreMediumNew York, NY2026-11-04
First Pacific Financial
55,563$2.2M0.2%ETFLowVancouver, WA2026-10-14
Independent Financial Group, LLC
54,462$2.2M0.0%GrowthLowSan Diego, CA2026-10-13
Creative Planning
53,815$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
EverSource Wealth Advisors, LLC
52,593$2.1M0.1%CoreMediumBirmingham, AL2026-11-04
RFG Advisory, LLC
50,961$2.0M0.0%ETFMediumBirmingham, AL2026-11-03
Titleist Asset Management, LLC
50,242$2.0M0.1%ETFLowSan Antonio, TX2026-10-08
VestGen Advisors, LLC
49,858$2.0M0.1%GrowthMediumChicago, IL2026-10-27
Mascagni Wealth Management, Inc.
48,276$1.9M1.2%ETFLowClinton, MS2026-10-23
Sweeney & Michel, LLC
47,871$1.9M0.5%ETFVery LowChico, CA2026-10-16
Nations Financial Group Inc,
47,720$1.9M0.1%CoreLowCedar Rapids, IA2026-11-05
MGO One Seven LLC
47,454$1.9M0.0%GrowthLowBeachwood, OH2026-10-28
Lincoln Capital LLC
46,423$1.8M0.3%CoreVery LowLincoln, NE2026-10-09
Kachkovsky & Fisher, Inc.
43,078$1.7M1.6%ETFN/ASan Diego, CA2026-10-21
First Heartland Consultants, Inc.
41,823$1.7M0.1%ETFMediumLake St. Louis, MO2026-10-08
MSH Capital Advisors LLC
41,651$1.7M0.3%CoreLowScottsdale, AZ2026-11-03
Armstrong, Fleming & Moore, Inc
40,991$1.6M0.5%GrowthVery LowWashington, DC2026-10-28
Professional Financial Advisors, LLC
40,641$1.6M0.3%ETFMediumNorth Platte, NE2026-10-13
Tempus Wealth Planning, LLC
39,527$1.6M0.3%ETFMediumIrvine, CA2026-10-14
Signature Resources Capital Management, LLC
39,494$1.6M0.7%ETFLowNewport Beach, CA2026-10-16
Procyon Advisors, LLC
38,221$1.5M0.1%CoreVery LowShelton, CT2026-10-21
StrongBox Wealth, LLC
37,106$1.5M0.4%GrowthLowLee'S Summit, MO2026-11-02
Fifth Third Bancorp
35,620$1.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Security Financial Services, Inc.
34,634$1.4M0.2%ETFMediumFort Wayne, IN2026-10-29
Langley Wealth Management, LLC
33,831$1.3M1.3%CoreN/ACorinth, MS2026-11-04
M.E. Allison & Co., Inc.
33,789$1.3M0.8%CoreLowSan Antonio, TX2026-10-09
Weatherly Asset Management L. P.
33,609$1.3M0.1%GrowthVery LowDel Mar, CA2026-10-20
Kennedy Investment Group, Inc.
32,912$1.3M0.4%GrowthLowWest Deptford, NJ2026-10-21
Capital Investment Advisory Services, LLC
32,536$1.3M0.1%CoreMediumRaleigh, NC2026-10-30
Advus Financial Partners, LLC
32,235$1.3M0.4%ETFLowWinter Park, FL2026-10-20
Total Clarity Wealth Management, Inc.
32,037$1.3M0.2%ETFMediumSt. Charles, IL2026-10-26
Ascentis Independent Advisors
31,501$1.3M0.1%ETFLowDallas, TX2026-11-03
Vontobel Holding Ltd.
28,700$1.1M0.0%CoreMediumZurich, Switzerland2026-10-16
Lodestone Wealth Management LLC
28,379$1.1M0.4%CoreLowSpokane, WA2026-10-14
Capital Planning LLC
27,035$1.1M0.3%ETFLowBellevue, WA2026-10-09
Perigon Wealth Management, LLC
26,519$1.1M0.0%GrowthLowSan Francisco, CA2026-10-22
Sigma Planning Corp
26,254$1.0M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Diversify Advisory Services, LLC
25,454$977.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
25,454$977.4K0.0%GrowthMediumSandy, UT2026-10-20
Dynamic Advisor Solutions LLC
25,427$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
BridgePort Financial Solutions, LLC
24,808$986.8K0.2%ETFLowFairfield, IA2026-11-02
180 Wealth Advisors, LLC
24,454$972.8K0.1%CoreLowFederal Way, WA2026-11-03
Uhlmann Price Securities, LLC
24,429$971.9K0.1%Agg GrowthLowSkokie, IL2026-11-03
Cornerstone Wealth Management, LLC
24,378$969.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Financial Planning Navigators Corp
24,311$967.1K0.4%ETFMediumMaple Grove, MN2026-10-14
Lantern Wealth Advisors, LLC
24,245$964.5K0.4%GrowthLowMelville, NY2026-10-22
Brown Miller Wealth Management, LLC
23,603$938.9K0.2%GrowthLowMclean, VA2026-11-02
HB Wealth Management, LLC
23,125$919.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Certior Financial Group, LLC
22,766$905.6K0.5%ETFMediumKing Of Prussia, PA2026-10-19
Olistico Wealth, LLC
22,689$902.6K0.4%GrowthVery LowTulsa, OK2026-10-05
Summit Wealth Group LLC / Co
21,866$869.8K0.1%ETFHighColorado Springs, CO2026-10-29
Investment Planning Advisors, Inc.
21,853$869.3K0.2%ETFMediumCumming, GA2026-10-14
Visionary Wealth Advisors
21,455$853.5K0.0%ETFLowO'Fallon, IL2026-11-04
Fearless Solutions, LLC dba Best Invest
21,067$838.0K0.4%ETFLowSan Antonio, TX2026-10-14
Private Trust Co NA
20,998$835.3K0.1%CoreLowCleveland, OH2026-10-20
Balboa Wealth Partners
19,668$782.4K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Howard Capital Management Group, LLC
19,203$763.9K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Center For Asset Management LLC
17,743$705.8K0.3%ETFMediumPalm Beach Gardens, FL2026-10-16
Choreo, LLC
17,594$699.9K0.0%IndexLowRockford, IL2026-10-28
Good Harbor Advisors, Inc.
16,694$664.1K0.6%ETFVery LowGloucester, MA2026-10-20
Summit Global Investments
16,686$664.0K0.2%CoreMediumBountiful, UT2026-10-28
Financial Security Advisor, Inc.
16,073$639.4K0.1%CoreLowVirginia Beach, VA2026-11-03
Private Client Services, LLC
16,047$638.4K0.2%ETFMediumLouisville, KY2026-10-02
Vicus Capital
15,664$623.1K0.0%ETFMediumState College, PA2026-11-05
Patriot Financial Group Insurance Agency, LLC
15,186$604.1K0.1%GrowthLowWalpole, MA2026-10-14
Walkner Condon Financial Advisors LLC
14,370$571.6K0.1%ETFLowVerona, WI2026-11-02
Junk Investment Group, LLC
13,910$553.3K0.2%ETFVery LowHunt Valley, MD2026-10-19
Principle Wealth Partners LLC
13,765$547.6K0.0%CoreVery LowMadison, CT2026-11-02
IFP Advisors, Inc
13,480$536.2K0.0%GrowthLowTampa, FL2026-10-16
Tortuga Wealth Management, Inc
12,842$511.0K0.4%CoreLowTorrance, CA2026-10-27
M Holdings Securities, Inc.
12,583$4840.0%ETFHighPortland, OR2026-11-03
Brighton Jones LLC
12,575$500.2K0.0%CoreVery LowSeattle, WA2026-11-03
International Assets Investment Management, LLC
12,305$488.5K0.0%CoreVery HighOrlando, FL2026-11-02
Adamsbrown Wealth Consultants LLC
12,251$487.3K0.1%ETFLowWichita, KS2026-10-20
Lantz Financial LLC
12,156$483.6K0.1%ETFLowNaperville, IL2026-10-15
US Bancorp \de\
11,962$475.8K0.0%IndexLowMinneapolis, MN2026-11-05
GSG Advisors LLC
11,812$469.9K0.1%ETFVery LowMount Laurel, NJ2026-11-03
United Advisor Group, LLC
11,615$462.0K0.0%ETFLowCincinnati, OH2026-11-03
OpenArc Corporate Advisory, LLC
11,336$450.9K0.0%GrowthLowAtlanta, GA2026-10-21
Advisortrust Partners, LLC
11,306$449.8K0.1%CoreHighRaleigh, NC2026-11-02
Prime Capital Investment Advisors, LLC
11,298$449.5K0.0%ETFLowOverland Park, KS2026-10-20
Signature Equity Partners, LLC
11,158$443.9K0.2%GrowthMediumColumbus, OH2026-10-29
StoneX Group Inc.
10,849$431.2K0.0%ETFMediumNew York, NY2026-11-03
MFA Wealth Services
10,739$427.2K0.3%ETFLowThousand Oaks, CA2026-10-14
Larson Financial Group LLC
9,983$397.1K0.0%GrowthLowSt Louis, MO2026-11-05
HUB Investment Partners, LLC
9,971$396.7K0.0%GrowthLowAustin, TX2026-11-03
Victory Financial Group, LLC
9,879$393.0K0.0%ETFLowAustin, TX2026-10-27
Colonial River Investments, LLC
9,852$391.9K0.1%GrowthMediumMidlothian, VA2026-10-19
Willow Creek Wealth Management Inc.
9,842$391.5K0.0%ETFVery LowSebastopol, CA2026-10-26
Copper Harbor Investment Advisors, LLC
9,810$390.3K0.1%ETFN/AAppleton, WI2026-10-16
Daymark Wealth Partners, LLC
9,645$383.7K0.0%CoreLowCincinnati, OH2026-11-04
Barrett & Company, Inc.
9,573$380.8K0.1%ETFLowProvidence, RI2026-10-22
Ashton Thomas Private Wealth, LLC
9,387$373.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Wedbush Securities Inc
9,366$373.0K0.0%CoreLowPasadena, CA2026-10-22
Quadrant Capital Group LLC
9,079$353.7K0.0%CoreLowCincinnati, OH2026-10-20
Merited Wealth, LLC
8,944$355.8K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Focused Alpha, LLC
8,904$354.2K0.1%CoreMediumDenver, CO2026-10-20
Fifth Third Securities, Inc.
8,798$350.0K0.0%ETFLowCincinnati, OH2026-10-21
Realta Investment Advisors
8,675$345.1K0.1%GrowthMediumWilmington, DE2026-10-14
Simplicity Wealth,LLC
8,615$342.7K0.0%ETFLowSummit, NJ2026-10-23
LexAurum Advisors, LLC
8,548$340.0K0.0%ETFLowOverland Park, KS2026-10-19
SAX Wealth Advisors, LLC
8,523$339.0K0.0%ETFVery LowParsippany, NJ2026-10-13
SmartHarvest Portfolios, LLC
8,500$338.1K0.1%GrowthLowSeattle, WA2026-10-26
Tenzing Financial LLC
7,729$294.2K0.2%ETFVery LowWilliamsburg, VA2026-11-03
Ascent Group, LLC
7,529$299.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Tcfg Investment Advisors, LLC
7,329$291.5K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Cora Capital Advisors LLC
7,237$287.9K0.1%ETFLowMarlton, NJ2026-11-02
Sapient Capital LLC
7,010$278.9K0.0%GrowthMediumIndianapolis, IN2026-10-08
Harmony Asset Management LLC
6,915$275.1K0.1%GrowthMediumScottsdale, AZ2026-10-20
Advisor Resource Council
6,800$273.3K0.1%ETFLowDallas, TX2026-11-05
Worth Financial Advisory Group, LLC
6,669$265.3K0.1%GrowthVery LowCharlotte, NC2026-10-19
Wealthcare Advisory Partners LLC
6,580$261.8K0.0%ETFLowWest Chester, PA2026-10-21
Harpswell Capital Advisors, LLC
6,300$250.6K0.2%ETFMediumYarmouth, ME2026-10-09
Forvis Mazars Wealth Advisors, LLC
6,291$250.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Main Line Retirement Advisors, LLC
6,229$247.8K0.1%ETFLowWhitefish, MT2026-10-14
Modera Wealth Management, LLC
6,190$246.2K0.0%ETFVery LowWestwood, NJ2026-10-28
Pinnacle Bancorp, Inc.
6,000$238.7K0.1%CoreVery LowBeatrice, NE2026-10-21
FinDec Wealth Services, Inc.
5,961$237.1K0.3%ETFVery LowStockton, CA2026-10-30
Asset One Wealth Management LLC
5,390$214.4K0.0%GrowthLowBellevue, WA2026-11-02
Avaii Wealth Management, LLC
5,351$213.8K0.1%ETFMediumAppleton, WI2026-10-09
Trinity Wealth Management, LLC
5,247$208.7K0.1%ETFMediumBerwyn, PA2026-10-13
Silver Grove Financial Group, Inc.
4,843$192.6K0.1%CoreMediumOrchard Park, NY2026-11-05
Cape Investment Advisory, Inc.
4,331$172.3K0.0%ETFLowMcdonough, GA2026-10-13
Creative Financial Designs Inc
3,533$140.5K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
3,178$126.4K0.0%ETFMediumEncinitas, CA2026-10-21
Richardson Capital Management LLC
3,147$125.2K0.1%ETFLowMenomonee Falls, WI2026-10-23
Mather Group, Llc.
2,537$100.9K0.0%ETFMediumChicago, IL2026-10-14
Gamma Investing LLC
2,222$88.4K0.0%IndexVery LowFoster City, CA2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
2,183$86.9K0.1%GrowthMediumIndianapolis, IN2026-10-14
Essential Investment Partners LLC
2,100$83.5K0.1%GrowthLowEnglewood, CO2026-10-27
CoreCap Advisors, LLC
1,862$74.1K0.0%ETFMediumSouthfield, MI2026-10-08
Beacon Financial Strategies Corp
1,820$72.4K0.0%ETFVery LowRaleigh, NC2026-10-14
Rossby Financial, LCC
1,762$70.1K0.0%ETFMediumMelbourne, FL2026-11-05
UMB Private Wealth Management, LLC
1,648$65.6K0.1%GrowthN/AKansas City, MO2026-10-19
Lanark Financial, Inc.
1,405$55.9K0.0%CoreMediumBirmingham, AL2026-10-26
CX Institutional
1,198$480.0%CoreMediumAuburn, IN2026-10-02
Flagship Wealth Advisors, LLC
1,182$47.0K0.0%ETFLowWakefield, MA2026-11-03
Provenance Wealth Advisors, LLC
1,173$46.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Pinnacle Wealth Planning Services, Inc.
1,158$46.1K0.0%GARPLowMansfield, OH2026-10-27
DiNuzzo Private Wealth, Inc.
1,123$44.7K0.0%ETFLowBeaver, PA2026-10-16
Key FInancial Inc
939$37.4K0.0%ETFLowWest Chester, PA2026-11-02
Elevation Wealth Partners, LLC
894$35.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Pflug Koory, LLC
729$29.0K0.0%CoreVery LowOmaha, NE2026-10-26
Salomon & Ludwin, LLC
680$27.1K0.0%ETFVery LowRichmond, VA2026-10-29
Bayban
670$28.4K0.0%ValueLowBayport, MN2026-11-05
American National Bank & Trust
630$25.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Spire Wealth Management
613$24.4K0.0%GrowthMediumMclean, VA2026-10-30
Indiana Trust & Investment Management Co
605$24.1K0.0%GrowthLowMishawaka, IN2026-10-22
TD Waterhouse Canada Inc.
529$21.0K0.0%CoreLowToronto, Australia2026-10-16
Evolution Wealth Management Inc.
443$17.6K0.0%ETFMediumFort Myers, FL2026-10-28
Arvest Investments, Inc.
442$17.6K0.0%ETFLowLowell, AR2026-10-21
Asset Dedication, LLC
266$10.6K0.0%ETFLowSan Francisco, CA2026-11-03
Nova Financial LLC
219$8.7K0.0%N/AN/ATucson, AZ2026-11-04
Central Trust Co
125$5.0K0.0%CoreLowJefferson City, MO2026-11-05
Signaturefd, LLC
84$3.3K0.0%IndexLowAtlanta, GA2026-10-23
IFS Advisors, LLC
60$2.4K0.0%ETFLowOverland Park, KS2026-10-14
Golden State Wealth Management, LLC
16$6440.0%ETFMediumSanta Ana, CA2026-11-02
Archer Investment Corp
6$2390.0%CoreMediumCarmel, IN2026-11-05