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Cap Group Core Plus Income (CGCP)

CUSIP: 14020Y102 | NYSE | 468 institutional holders

Quarters

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

Souders Financial Advisors3,526,677
7.3% of portfolio›$74.7M
Commonwealth Equity Services, LLC2,924,929
0.1% of portfolio›$61.9M
Confluence Wealth Services, Inc.2,750,517
1.5% of portfolio›$58.2M
Cambridge Investment Research Advisors, Inc.2,641,045
0.3% of portfolio›$55.9M
Bernardo Wealth Planning LLC2,531,520
4.5% of portfolio›$53.6M
Wealthcare Advisory Partners LLC2,327,282
0.8% of portfolio›$49.3M
Kestra Investment Management, LLC1,710,958
0.7% of portfolio›$36.2M
Stonebridge Financial Group, LLC1,634,618
2.6% of portfolio›$34.6M
McGlone Suttner Wealth Management, Inc.1,558,975
3.8% of portfolio›$33.0M
Wealth Enhancement Advisory Services, LLC1,462,511
0.0% of portfolio›$31.1M
Northwest Financial Advisors1,458,450
4.2% of portfolio›$30.9M
Midwest Heritage Bank, FSB1,386,508
8.6% of portfolio›$29.4M
Kestra Advisory Services, LLC1,160,927
0.1% of portfolio›$24.6M
D.A. Davidson & Co.1,101,370
0.1% of portfolio›$23.3M
Main Line Retirement Advisors, LLC935,007
8.7% of portfolio›$19.8M
EverSource Wealth Advisors, LLC934,289
0.6% of portfolio›$19.8M
MCF Advisors LLC877,383
0.7% of portfolio›$18.6M
NavPoint Financial, Inc.817,672
6.1% of portfolio›$17.3M
Diversify Wealth Management, LLC780,874
0.3% of portfolio›$16.7M
Diversify Advisory Services, LLC780,874
0.3% of portfolio›$16.7M
Aprio Wealth Management, LLC760,605
0.7% of portfolio›$16.1M
Sovran Advisors, LLC718,328
1.1% of portfolio›$15.5M
Greenbush Financial Group, LLC661,935
4.1% of portfolio›$14.0M
FinDec Wealth Services, Inc.659,000
16.7% of portfolio›$14.0M
J. Derek Lewis & Associates Inc.619,178
2.4% of portfolio›$13.1M
Ashton Thomas Private Wealth, LLC605,682
0.3% of portfolio›$12.8M
Lodestone Wealth Management LLC605,349
4.3% of portfolio›$12.8M
Vaquero Private Wealth, LTD590,139
2.6% of portfolio›$12.5M
Truist Financial Corp578,900
0.0% of portfolio›$12.3M
AA Financial Advisors, LLC527,612
1.3% of portfolio›$11.2M
WBH Advisory Inc469,441
0.7% of portfolio›$9.9M
Equity Wealth Partners, LLC452,098
3.1% of portfolio›$9.6M
Johnson Bixby & Associates, LLC421,990
1.0% of portfolio›$8.9M
Landmark Wealth Management, LLC378,284
1.9% of portfolio›$8.0M
Affiance Financial, LLC360,421
1.1% of portfolio›$7.6M
Adamsbrown Wealth Consultants LLC352,623
1.4% of portfolio›$7.5M
Farther Finance Advisors, LLC339,870
0.1% of portfolio›$7.2M
Investment Planning Advisors, Inc.324,623
1.6% of portfolio›$6.9M
Smart Wealth LLC320,888
1.4% of portfolio›$6.8M
Flynn Zito Capital Management, LLC318,709
1.8% of portfolio›$6.7M
Freedom Financial Partners LLC303,242
2.1% of portfolio›$6.4M
Smith Thornton Advisors LLC287,870
2.7% of portfolio›$6.1M
Hunter Associates Investment Management LLC277,491
1.3% of portfolio›$5.9M
Independent Financial Group, LLC277,183
0.1% of portfolio›$5.9M
Studio Investment Management LLC276,672
1.0% of portfolio›$5.9M
Boyer Financial Services, Inc.262,262
4.4% of portfolio›$5.6M
Quantum Financial Partners LLC256,533
2.8% of portfolio›$5.4M
Assetmark, Inc254,002
0.0% of portfolio›$5.4M
Concurrent Investment Advisors, LLC245,380
0.0% of portfolio›$5.2M
Fearless Solutions, LLC dba Best Invest229,826
2.5% of portfolio›$4.9M
Stewardship Concepts Financial Services LLC223,243
3.1% of portfolio›$4.7M
Cullen T Bankers, Inc.200,844
0.0% of portfolio›$4.3M
CLG LLC196,989
0.9% of portfolio›$4.2M
Oppenheimer & Co Inc190,452
0.0% of portfolio›$4.0M
Core Wealth Partners LLC188,833
1.6% of portfolio›$4.0M
Modera Wealth Management, LLC185,123
0.0% of portfolio›$3.9M
Waterway Wealth Management, LLC175,307
0.7% of portfolio›$3.7M
Advisortrust Partners, LLC155,195
1.0% of portfolio›$3.3M
Kestra Private Wealth Services, LLC152,657
0.0% of portfolio›$3.2M
McCarley & Cook Financial Planners147,183
2.4% of portfolio›$3.1M
Greatmark Investment Partners, Inc.143,010
0.3% of portfolio›$3.0M
IFP Advisors, Inc137,854
0.0% of portfolio›$2.9M
Citigroup Inc137,652
0.0% of portfolio›$2.9M
Prospera Financial Services Inc134,926
0.0% of portfolio›$2.9M
Cyndeo Wealth Partners, LLC116,431
0.1% of portfolio›$2.5M
LongView Wealth Management114,466
0.6% of portfolio›$2.4M
Lanark Financial, Inc.112,148
0.2% of portfolio›$2.4M
Magnus Financial Group LLC109,817
0.2% of portfolio›$2.3M
Bank of New York Mellon Corp107,706
0.0% of portfolio›$2.3M
Davenport & Co LLC106,165
0.0% of portfolio›$2.2M
Vicus Capital98,562
0.1% of portfolio›$2.1M
Trinity Wealth Management, LLC95,772
0.6% of portfolio›$2.0M
Dynamic Advisor Solutions LLC92,355
0.1% of portfolio›$2.0M
Cornerstone Wealth Management, LLC91,549
0.1% of portfolio›$1.9M
Fiduciary Alliance LLC85,944
0.1% of portfolio›$1.8M
Venture Visionary Partners LLC83,853
0.0% of portfolio›$1.8M
United Advisor Group, LLC80,851
0.2% of portfolio›$1.7M
True Blue Financial, LLC77,080
0.6% of portfolio›$1.6M
Silverlake Wealth Management LLC77,001
0.3% of portfolio›$1.6M
Langley Wealth Management, LLC76,723
1.6% of portfolio›$1.6M
Michael Brady & Co., LLC74,149
1.4% of portfolio›$1.6M
New England Capital Financial Advisors LLC73,584
0.4% of portfolio›$1.6M
Wealth Intelligence, LLC69,335
0.7% of portfolio›$1.5M
Midwest Financial Network, LLC68,529
1.0% of portfolio›$1.5M
Richards, Merrill & Peterson, Inc.65,534
0.4% of portfolio›$1.4M
Koshinski Asset Management, Inc.62,024
0.1% of portfolio›$1.3M
Gutierrez Wealth Advisory, LLC59,846
0.7% of portfolio›$1.3M
Meridian Wealth Management, LLC56,567
0.0% of portfolio›$1.2M
TrueWealth Advisors, LLC56,512
0.3% of portfolio›$1.2M
Intergy Private Wealth, LLC55,465
0.3% of portfolio›$1.2M
PFG Advisors50,711
0.1% of portfolio›$1.1M
Wealthcare Capital Management LLC48,696
0.1% of portfolio›$1.0M
AlphaCore Capital LLC47,321
0.0% of portfolio›$1.0M
Tcfg Investment Advisors, LLC47,278
0.3% of portfolio›$1.0M
RFG Advisory, LLC46,510
0.0% of portfolio›$984.6K
Strategic Family Wealth Counselors, L.L.C.45,074
0.2% of portfolio›$954.2K
Tempus Wealth Planning, LLC43,777
0.2% of portfolio›$926.8K
Capital Investment Advisory Services, LLC43,271
0.1% of portfolio›$917.0K
Asset Allocation Strategies LLC41,934
0.1% of portfolio›$887.7K
Hartmann Taylor Wealth Management, LLC41,859
0.5% of portfolio›$886.2K
Private Trust Co NA41,297
0.1% of portfolio›$874.3K
Ethos Capital Management, Inc.40,634
0.6% of portfolio›$860.2K
Blueprint Financial Advisors LLC37,809
0.1% of portfolio›$800.4K
Blueprint Investment Partners LLC37,809
0.1% of portfolio›$800.4K
AdvisorNet Financial, Inc37,577
0.0% of portfolio›$801.1K
Certior Financial Group, LLC37,253
0.4% of portfolio›$788.6K
Financial Management Network Inc36,580
0.1% of portfolio›$774.8K
Signature Equity Partners, LLC36,067
0.3% of portfolio›$763.5K
CWS Financial Advisors, LLC34,945
0.2% of portfolio›$739.8K
Atria Investments, Inc32,734
0.0% of portfolio›$693.0K
Wealthcare Capital Partners, LLC32,304
0.3% of portfolio›$683.9K
Security Financial Services, Inc.31,969
0.1% of portfolio›$676.8K
StoneX Group Inc.30,438
0.0% of portfolio›$644.4K
Clearwave Capital, LLC30,148
0.3% of portfolio›$638.2K
Seamount Financial Group Inc30,101
0.3% of portfolio›$637.2K
Ascentis Independent Advisors28,327
0.0% of portfolio›$599.7K
Balboa Wealth Partners28,178
0.1% of portfolio›$596.5K
Capital Planning LLC27,126
0.2% of portfolio›$574.3K
Gerber Kawasaki Wealth & Investment Management26,065
0.0% of portfolio›$551.8K
Lantern Wealth Advisors, LLC25,882
0.2% of portfolio›$547.9K
Burton Enright Welch25,420
0.1% of portfolio›$538.1K
Clear Harbor Asset Management, LLC25,105
0.0% of portfolio›$531.5K
Financial Perspectives, Inc24,721
0.1% of portfolio›$523.4K
Summit Global Investments23,029
0.1% of portfolio›$488.0K
Ridgeline Wealth Planning, LLC22,514
0.3% of portfolio›$476.6K
Mann Financial Group, Inc.21,763
0.4% of portfolio›$460.7K
Flagship Harbor Advisors, LLC21,565
0.0% of portfolio›$456.5K
Cannon Financial Strategists, Inc.21,437
0.1% of portfolio›$453.8K
International Assets Investment Management, LLC21,280
0.0% of portfolio›$451.3K
Glaxis Capital Management, LLC20,000
1.0% of portfolio›$423.4K
Sagespring Wealth Partners, LLC19,381
0.0% of portfolio›$410.3K
Merited Wealth, LLC19,073
0.3% of portfolio›$403.8K
Leo Wealth, LLC17,713
0.1% of portfolio›$375.0K
Apollon Wealth Management, LLC17,546
0.0% of portfolio›$371.4K
Sigma Planning Corp17,188
0.0% of portfolio›$363.9K
tru Independence LLC16,924
0.2% of portfolio›$358.3K
Elevation Wealth Partners, LLC15,864
0.1% of portfolio›$335.8K
Sterling Investment Advisors, Ltd.15,821
0.1% of portfolio›$334.9K
MGO One Seven LLC15,621
0.0% of portfolio›$330.7K
CoreCap Advisors, LLC15,144
0.0% of portfolio›$320.6K
Peterson Wealth Advisors, LLC14,881
0.0% of portfolio›$315.0K
BCS Wealth Management14,520
0.1% of portfolio›$307.4K
Convergence Financial, LLC14,117
0.0% of portfolio›$298.9K
Forum Financial Management, LP13,856
0.0% of portfolio›$293.3K
NWF Advisory Services Inc.13,829
0.0% of portfolio›$292.8K
Tortuga Wealth Management, Inc13,761
0.2% of portfolio›$291.4K
Sun Group Wealth Partners13,743
0.2% of portfolio›$290.9K
William Mack & Associates, Inc.13,669
0.1% of portfolio›$289.4K
Uhlmann Price Securities, LLC12,718
0.0% of portfolio›$269.3K
Founders Financial Securities LLC12,405
0.0% of portfolio›$262.6K
Olistico Wealth, LLC11,473
0.1% of portfolio›$242.9K
Brookstone Capital Management10,985
0.0% of portfolio›$232.6K
Trilogy Capital Inc.10,791
0.0% of portfolio›$228.4K
Integrity Advisory Solutions, LLC10,751
0.0% of portfolio›$227.6K
Burford Brothers, Inc.10,483
0.1% of portfolio›$221.9K
Daymark Wealth Partners, LLC10,394
0.0% of portfolio›$220.0K
Huntleigh Advisors, Inc.10,068
0.0% of portfolio›$213.1K
Bare Financial Services, Inc7,489
0.0% of portfolio›$158.5K
Creative Financial Designs Inc7,119
0.0% of portfolio›$150.7K
Silver Grove Financial Group, Inc.5,325
0.1% of portfolio›$112.7K
Barrett & Company, Inc.4,954
0.0% of portfolio›$104.9K
Larson Financial Group LLC3,980
0.0% of portfolio›$84.3K
Westside Investment Management, Inc.2,500
0.0% of portfolio›$53.0K
Rossby Financial, LCC2,438
0.0% of portfolio›$51.6K
Latitude Advisors, LLC2,085
0.0% of portfolio›$44.1K
Whipplewood Advisors, LLC1,900
0.0% of portfolio›$40.2K
SYM Financial Corp1,471
0.0% of portfolio›$31.1K
Arvest Investments, Inc.1,145
0.0% of portfolio›$24.2K
Hazlett, Burt & Watson, Inc.969
0.0% of portfolio›$20
Provenance Wealth Advisors, LLC818
0.0% of portfolio›$17.3K
Key FInancial Inc438
0.0% of portfolio›$9.3K
Carolina Wealth Advisors, LLC366
0.0% of portfolio›$7.7K
Cape Investment Advisory, Inc.318
0.0% of portfolio›$6.7K
Signaturefd, LLC273
0.0% of portfolio›$5.8K
Nova Financial LLC90
0.0% of portfolio›$1.9K
Marshall & Sterling Wealth Advisors Inc.22
0.0% of portfolio›$476
Trust Co0
0.0% of portfolio›$0
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$634.2K
StyleTurnoverLocationFiled
Souders Financial Advisors
3,526,677$74.7M7.3%ETFLowCincinnati, OH2026-11-03
Commonwealth Equity Services, LLC
2,924,929$61.9M0.1%ETFLowWaltham, MA2026-11-02
Confluence Wealth Services, Inc.
2,750,517$58.2M1.5%ETFVery LowMcmurray, PA2026-11-05
Cambridge Investment Research Advisors, Inc.
2,641,045$55.9M0.3%ETFLowFairfield, IA2026-11-02
Bernardo Wealth Planning LLC
2,531,520$53.6M4.5%ETFVery LowHarleysville, PA2026-10-23
Wealthcare Advisory Partners LLC
2,327,282$49.3M0.8%ETFLowWest Chester, PA2026-10-21
Kestra Investment Management, LLC
1,710,958$36.2M0.7%ETFMediumAustin, TX2026-11-04
Stonebridge Financial Group, LLC
1,634,618$34.6M2.6%ETFMediumWormleysburg, PA2026-10-01
McGlone Suttner Wealth Management, Inc.
1,558,975$33.0M3.8%ETFVery LowAppleton, WI2026-10-13
Wealth Enhancement Advisory Services, LLC
1,462,511$31.1M0.0%CoreLowPlymouth, MN2026-10-13
Northwest Financial Advisors
1,458,450$30.9M4.2%ETFLowHerndon, VA2026-10-27
Midwest Heritage Bank, FSB
1,386,508$29.4M8.6%ETFVery LowWest Des Moines, IA2026-10-26
Kestra Advisory Services, LLC
1,160,927$24.6M0.1%CoreLowAustin, TX2026-11-02
D.A. Davidson & Co.
1,101,370$23.3M0.1%CoreLowGreat Falls, MT2026-10-28
Main Line Retirement Advisors, LLC
935,007$19.8M8.7%ETFLowWhitefish, MT2026-10-14
EverSource Wealth Advisors, LLC
934,289$19.8M0.6%CoreMediumBirmingham, AL2026-11-04
MCF Advisors LLC
877,383$18.6M0.7%ETFLowLexington, KY2026-10-28
NavPoint Financial, Inc.
817,672$17.3M6.1%ETFVery LowPrior Lake, MN2026-10-21
Diversify Wealth Management, LLC
780,874$16.7M0.3%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
780,874$16.7M0.3%GrowthLowSandy, UT2026-10-20
Aprio Wealth Management, LLC
760,605$16.1M0.7%ETFMediumAtlanta, GA2026-10-28
Sovran Advisors, LLC
718,328$15.5M1.1%ETFMediumSan Diego, CA2026-11-02
Greenbush Financial Group, LLC
661,935$14.0M4.1%ETFLowAlbany, NY2026-10-15
FinDec Wealth Services, Inc.
659,000$14.0M16.7%ETFVery LowStockton, CA2026-10-30
J. Derek Lewis & Associates Inc.
619,178$13.1M2.4%ETFLowNewport Beach, CA2026-11-03
Ashton Thomas Private Wealth, LLC
605,682$12.8M0.3%CoreMediumScottsdale, AZ2026-11-03
Lodestone Wealth Management LLC
605,349$12.8M4.3%CoreLowSpokane, WA2026-10-14
Vaquero Private Wealth, LTD
590,139$12.5M2.6%ETFN/ADallas, TX2026-10-27
Truist Financial Corp
578,900$12.3M0.0%CoreLowCharlotte, NC2026-10-30
AA Financial Advisors, LLC
527,612$11.2M1.3%ETFMediumColumbus, OH2026-10-19
WBH Advisory Inc
469,441$9.9M0.7%ETFLowBaltimore, MD2026-11-05
Equity Wealth Partners, LLC
452,098$9.6M3.1%ETFVery LowIndependence, MO2026-10-26
Johnson Bixby & Associates, LLC
421,990$8.9M1.0%ETFMediumVancouver, WA2026-10-14
Landmark Wealth Management, LLC
378,284$8.0M1.9%ETFVery LowMelville, NY2026-11-03
Affiance Financial, LLC
360,421$7.6M1.1%ETFVery LowSt. Louis Park, MN2026-10-15
Adamsbrown Wealth Consultants LLC
352,623$7.5M1.4%ETFLowWichita, KS2026-10-20
Farther Finance Advisors, LLC
339,870$7.2M0.1%IndexLowSan Francisco, CA2026-10-08
Investment Planning Advisors, Inc.
324,623$6.9M1.6%ETFMediumCumming, GA2026-10-14
Smart Wealth LLC
320,888$6.8M1.4%ETFHighOmaha, NE2026-11-04
Flynn Zito Capital Management, LLC
318,709$6.7M1.8%ETFLowGarden City, NY2026-11-04
Freedom Financial Partners LLC
303,242$6.4M2.1%ETFLowOakdale, MN2026-10-19
Smith Thornton Advisors LLC
287,870$6.1M2.7%ETFVery LowHuntsville, AL2026-10-16
Hunter Associates Investment Management LLC
277,491$5.9M1.3%CoreLowPittsburgh, PA2026-10-26
Independent Financial Group, LLC
277,183$5.9M0.1%GrowthLowSan Diego, CA2026-10-13
Studio Investment Management LLC
276,672$5.9M1.0%ETFLowChicago, IL2026-10-22
Boyer Financial Services, Inc.
262,262$5.6M4.4%ETFLowNewport Beach, CA2026-10-23
Quantum Financial Partners LLC
256,533$5.4M2.8%ETFN/AOverland Park, KS2026-10-19
Assetmark, Inc
254,002$5.4M0.0%ETFLowConcord, CA2026-10-21
Concurrent Investment Advisors, LLC
245,380$5.2M0.0%GrowthMediumTampa, FL2026-10-16
Fearless Solutions, LLC dba Best Invest
229,826$4.9M2.5%ETFLowSan Antonio, TX2026-10-14
Stewardship Concepts Financial Services LLC
223,243$4.7M3.1%ETFLowSpokane, WA2026-10-06
Cullen T Bankers, Inc.
200,844$4.3M0.0%GrowthLowSan Antonio, TX2026-10-28
CLG LLC
196,989$4.2M0.9%ETFMediumLong Beach, CA2026-10-13
Oppenheimer & Co Inc
190,452$4.0M0.0%CoreLowNew York, NY2026-10-26
Core Wealth Partners LLC
188,833$4.0M1.6%GrowthLowSanta Rosa, CA2026-11-02
Modera Wealth Management, LLC
185,123$3.9M0.0%ETFVery LowWestwood, NJ2026-10-28
Waterway Wealth Management, LLC
175,307$3.7M0.7%ETFMediumThe Woodlands, TX2026-10-28
Advisortrust Partners, LLC
155,195$3.3M1.0%CoreHighRaleigh, NC2026-11-02
Kestra Private Wealth Services, LLC
152,657$3.2M0.0%GrowthLowAustin, TX2026-10-30
McCarley & Cook Financial Planners
147,183$3.1M2.4%ETFLowCincinnati, OH2026-10-21
Greatmark Investment Partners, Inc.
143,010$3.0M0.3%ValueVery LowColumbus, GA2026-10-28
IFP Advisors, Inc
137,854$2.9M0.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
137,652$2.9M0.0%CoreMediumNew York, NY2026-11-04
Prospera Financial Services Inc
134,926$2.9M0.0%CoreMediumDallas, TX2026-11-04
Cyndeo Wealth Partners, LLC
116,431$2.5M0.1%CoreMediumSt. Petersburg, FL2026-10-16
LongView Wealth Management
114,466$2.4M0.6%ETFLowAtlanta, GA2026-10-19
Lanark Financial, Inc.
112,148$2.4M0.2%CoreMediumBirmingham, AL2026-10-26
Magnus Financial Group LLC
109,817$2.3M0.2%ETFLowNew York, NY2026-10-21
Bank of New York Mellon Corp
107,706$2.3M0.0%CoreLowNew York, NY2026-11-05
Davenport & Co LLC
106,165$2.2M0.0%CoreMediumRichmond, VA2026-10-14
Vicus Capital
98,562$2.1M0.1%ETFMediumState College, PA2026-11-05
Trinity Wealth Management, LLC
95,772$2.0M0.6%ETFMediumBerwyn, PA2026-10-13
Dynamic Advisor Solutions LLC
92,355$2.0M0.1%ETFLowPhoenix, AZ2026-10-13
Cornerstone Wealth Management, LLC
91,549$1.9M0.1%ETFVery LowSt. Peters, MO2026-11-04
Fiduciary Alliance LLC
85,944$1.8M0.1%CoreMediumGreenville, SC2026-10-13
Venture Visionary Partners LLC
83,853$1.8M0.0%CoreLowSylvania, OH2026-10-07
United Advisor Group, LLC
80,851$1.7M0.2%ETFLowCincinnati, OH2026-11-03
True Blue Financial, LLC
77,080$1.6M0.6%ETFLowStevensville, MI2026-10-15
Silverlake Wealth Management LLC
77,001$1.6M0.3%ETFLowWilliston, VT2026-10-21
Langley Wealth Management, LLC
76,723$1.6M1.6%CoreN/ACorinth, MS2026-11-04
Michael Brady & Co., LLC
74,149$1.6M1.4%ETFLowWestlake, OH2026-10-23
New England Capital Financial Advisors LLC
73,584$1.6M0.4%ETFLowMeriden, CT2026-11-03
Wealth Intelligence, LLC
69,335$1.5M0.7%ValueLowColumbus, GA2026-10-16
Midwest Financial Network, LLC
68,529$1.5M1.0%ETFHighTinley Park, IL2026-10-13
Richards, Merrill & Peterson, Inc.
65,534$1.4M0.4%GrowthLowSpokane, WA2026-10-19
Koshinski Asset Management, Inc.
62,024$1.3M0.1%ETFLowDecatur, IL2026-10-29
Gutierrez Wealth Advisory, LLC
59,846$1.3M0.7%ETFLowLittle Rock, AR2026-11-02
Meridian Wealth Management, LLC
56,567$1.2M0.0%GrowthLowLexington, KY2026-11-05
TrueWealth Advisors, LLC
56,512$1.2M0.3%ETFMediumBirmingham, AL2026-10-09
Intergy Private Wealth, LLC
55,465$1.2M0.3%ETFVery LowColorado Springs, CO2026-10-16
PFG Advisors
50,711$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Wealthcare Capital Management LLC
48,696$1.0M0.1%ETFVery LowRichmond, VA2026-10-21
AlphaCore Capital LLC
47,321$1.0M0.0%ETFLowLa Jolla, CA2026-11-04
Tcfg Investment Advisors, LLC
47,278$1.0M0.3%GrowthMediumLaguna Niguel, CA2026-10-20
RFG Advisory, LLC
46,510$984.6K0.0%ETFMediumBirmingham, AL2026-11-03
Strategic Family Wealth Counselors, L.L.C.
45,074$954.2K0.2%ETFVery LowFairfield, NJ2026-10-29
Tempus Wealth Planning, LLC
43,777$926.8K0.2%ETFMediumIrvine, CA2026-10-14
Capital Investment Advisory Services, LLC
43,271$917.0K0.1%CoreMediumRaleigh, NC2026-10-30
Asset Allocation Strategies LLC
41,934$887.7K0.1%ETFMediumFarmington, MI2026-10-20
Hartmann Taylor Wealth Management, LLC
41,859$886.2K0.5%ETFVery LowDallas, TX2026-10-14
Private Trust Co NA
41,297$874.3K0.1%CoreLowCleveland, OH2026-10-20
Ethos Capital Management, Inc.
40,634$860.2K0.6%GrowthHighNewtown, PA2026-11-03
Blueprint Financial Advisors LLC
37,809$800.4K0.1%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
37,809$800.4K0.1%ETFMediumGreensboro, NC2026-10-28
AdvisorNet Financial, Inc
37,577$801.1K0.0%ETFLowMinnetonka, MN2026-10-15
Certior Financial Group, LLC
37,253$788.6K0.4%ETFMediumKing Of Prussia, PA2026-10-19
Financial Management Network Inc
36,580$774.8K0.1%ETFLowMission Viejo, CA2026-10-09
Signature Equity Partners, LLC
36,067$763.5K0.3%GrowthMediumColumbus, OH2026-10-29
CWS Financial Advisors, LLC
34,945$739.8K0.2%ETFVery LowKalamazoo, MI2026-10-16
Atria Investments, Inc
32,734$693.0K0.0%CoreMediumCharlotte, NC2026-10-15
Wealthcare Capital Partners, LLC
32,304$683.9K0.3%ETFLowWest Chester, PA2026-10-21
Security Financial Services, Inc.
31,969$676.8K0.1%ETFMediumFort Wayne, IN2026-10-29
StoneX Group Inc.
30,438$644.4K0.0%ETFMediumNew York, NY2026-11-03
Clearwave Capital, LLC
30,148$638.2K0.3%GrowthLowUpland, CA2026-10-27
Seamount Financial Group Inc
30,101$637.2K0.3%ETFLowColorado Springs, CO2026-10-21
Ascentis Independent Advisors
28,327$599.7K0.0%ETFLowDallas, TX2026-11-03
Balboa Wealth Partners
28,178$596.5K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Capital Planning LLC
27,126$574.3K0.2%ETFLowBellevue, WA2026-10-09
Gerber Kawasaki Wealth & Investment Management
26,065$551.8K0.0%ETFLowSanta Monica, CA2026-10-29
Lantern Wealth Advisors, LLC
25,882$547.9K0.2%GrowthLowMelville, NY2026-10-22
Burton Enright Welch
25,420$538.1K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Clear Harbor Asset Management, LLC
25,105$531.5K0.0%CoreLowStamford, CT2026-11-05
Financial Perspectives, Inc
24,721$523.4K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Summit Global Investments
23,029$488.0K0.1%CoreMediumBountiful, UT2026-10-28
Ridgeline Wealth Planning, LLC
22,514$476.6K0.3%ETFLowCenterville, OH2026-10-29
Mann Financial Group, Inc.
21,763$460.7K0.4%ETFLowDetroit Lakes, MN2026-10-15
Flagship Harbor Advisors, LLC
21,565$456.5K0.0%ETFMediumBoston, MA2026-10-26
Cannon Financial Strategists, Inc.
21,437$453.8K0.1%ETFVery LowAthens, GA2026-10-19
International Assets Investment Management, LLC
21,280$451.3K0.0%CoreVery HighOrlando, FL2026-11-02
Glaxis Capital Management, LLC
20,000$423.4K1.0%GARPVery HighSarasota, FL2026-11-02
Sagespring Wealth Partners, LLC
19,381$410.3K0.0%ETFLowFranklin, TN2026-10-22
Merited Wealth, LLC
19,073$403.8K0.3%ETFMediumNorth Bay Village, FL2026-10-13
Leo Wealth, LLC
17,713$375.0K0.1%CoreLowHurst, TX2026-10-26
Apollon Wealth Management, LLC
17,546$371.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Sigma Planning Corp
17,188$363.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
tru Independence LLC
16,924$358.3K0.2%ETFLowPortland, OR2026-10-20
Elevation Wealth Partners, LLC
15,864$335.8K0.1%ETFLowWalnut Creek, CA2026-10-07
Sterling Investment Advisors, Ltd.
15,821$334.9K0.1%GrowthLowBerwyn, PA2026-10-27
MGO One Seven LLC
15,621$330.7K0.0%GrowthLowBeachwood, OH2026-10-28
CoreCap Advisors, LLC
15,144$320.6K0.0%ETFMediumSouthfield, MI2026-10-08
Peterson Wealth Advisors, LLC
14,881$315.0K0.0%ETFLowOrem, UT2026-10-08
BCS Wealth Management
14,520$307.4K0.1%ETFVery LowJohnson City, TN2026-11-03
Convergence Financial, LLC
14,117$298.9K0.0%ETFMediumColumbia, MO2026-10-27
Forum Financial Management, LP
13,856$293.3K0.0%ETFLowLombard, IL2026-10-16
NWF Advisory Services Inc.
13,829$292.8K0.0%GARPLowLos Angeles, CA2026-10-19
Tortuga Wealth Management, Inc
13,761$291.4K0.2%CoreLowTorrance, CA2026-10-27
Sun Group Wealth Partners
13,743$290.9K0.2%GrowthLowIrvine, CA2026-10-26
William Mack & Associates, Inc.
13,669$289.4K0.1%ETFLowTroy, MI2026-10-27
Uhlmann Price Securities, LLC
12,718$269.3K0.0%Agg GrowthLowSkokie, IL2026-11-03
Founders Financial Securities LLC
12,405$262.6K0.0%ETFMediumTowson, MD2026-10-28
Olistico Wealth, LLC
11,473$242.9K0.1%GrowthVery LowTulsa, OK2026-10-05
Brookstone Capital Management
10,985$232.6K0.0%ETFMediumWheaton, IL2026-10-22
Trilogy Capital Inc.
10,791$228.4K0.0%ETFMediumIrvine, CA2026-10-20
Integrity Advisory Solutions, LLC
10,751$227.6K0.0%ETFMediumDallas, TX2026-10-29
Burford Brothers, Inc.
10,483$221.9K0.1%CoreLowDallas, TX2026-10-21
Daymark Wealth Partners, LLC
10,394$220.0K0.0%CoreLowCincinnati, OH2026-11-04
Huntleigh Advisors, Inc.
10,068$213.1K0.0%GrowthMediumSt. Louis, MO2026-11-03
Bare Financial Services, Inc
7,489$158.5K0.0%ETFVery LowGap, PA2026-11-04
Creative Financial Designs Inc
7,119$150.7K0.0%ETFMediumKokomo, IN2026-11-04
Silver Grove Financial Group, Inc.
5,325$112.7K0.1%CoreMediumOrchard Park, NY2026-11-05
Barrett & Company, Inc.
4,954$104.9K0.0%ETFLowProvidence, RI2026-10-22
Larson Financial Group LLC
3,980$84.3K0.0%GrowthLowSt Louis, MO2026-11-05
Westside Investment Management, Inc.
2,500$53.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Rossby Financial, LCC
2,438$51.6K0.0%ETFMediumMelbourne, FL2026-11-05
Latitude Advisors, LLC
2,085$44.1K0.0%ETFLowYorkville, IL2026-10-27
Whipplewood Advisors, LLC
1,900$40.2K0.0%ETFLowLittleton, CO2026-10-20
SYM Financial Corp
1,471$31.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Arvest Investments, Inc.
1,145$24.2K0.0%ETFLowLowell, AR2026-10-21
Hazlett, Burt & Watson, Inc.
969$200.0%CoreVery LowWheeling, WV2026-11-04
Provenance Wealth Advisors, LLC
818$17.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Key FInancial Inc
438$9.3K0.0%ETFLowWest Chester, PA2026-11-02
Carolina Wealth Advisors, LLC
366$7.7K0.0%YieldHighMyrtle Beach, SC2026-10-23
Cape Investment Advisory, Inc.
318$6.7K0.0%ETFLowMcdonough, GA2026-10-13
Signaturefd, LLC
273$5.8K0.0%IndexLowAtlanta, GA2026-10-23
Nova Financial LLC
90$1.9K0.0%N/AN/ATucson, AZ2026-11-04
Marshall & Sterling Wealth Advisors Inc.
22$4760.0%ETFMediumPoughkeepsie, NY2026-10-28
Trust Co
0$00.0%ETFVery LowManhattan, KS2026-10-09
Prairie Wealth Advisors, Inc.
0$634.2K0.1%CoreVery LowOmaha, NE2026-10-29