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Cap Group Municipal Income (CGMU)

CUSIP: 14020Y201 | NYSE | 457 institutional holders

Quarters

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

Commonwealth Equity Services, LLC3,129,755
0.1% of portfolio›$81.2M
Cambridge Investment Research Advisors, Inc.2,186,042
0.3% of portfolio›$56.7M
Assetmark, Inc1,420,971
0.1% of portfolio›$36.9M
Confluence Wealth Services, Inc.1,185,205
0.8% of portfolio›$30.7M
Kestra Advisory Services, LLC1,115,190
0.1% of portfolio›$28.9M
Larson Financial Group LLC1,038,392
0.7% of portfolio›$26.9M
Truist Financial Corp974,967
0.0% of portfolio›$25.3M
J. Derek Lewis & Associates Inc.867,056
4.1% of portfolio›$22.5M
Aprio Wealth Management, LLC839,295
1.0% of portfolio›$21.8M
Stonebridge Financial Group, LLC765,597
1.5% of portfolio›$19.9M
Clear Trail Advisors, LLC664,587
2.6% of portfolio›$17.2M
Hunter Associates Investment Management LLC613,051
3.5% of portfolio›$15.9M
Legacy CG, LLC594,683
3.9% of portfolio›$15.4M
MB, Levis & Associates, LLC505,287
4.8% of portfolio›$13.1M
Wealthcare Advisory Partners LLC501,631
0.2% of portfolio›$13.0M
Entrust Financial LLC481,064
6.1% of portfolio›$12.5M
Kestra Private Wealth Services, LLC448,769
0.1% of portfolio›$11.6M
RMR Wealth Builders448,434
0.7% of portfolio›$11.7M
EnRich Financial Partners LLC418,717
2.6% of portfolio›$10.9M
Koshinski Asset Management, Inc.407,427
0.6% of portfolio›$10.6M
Cannon Financial Strategists, Inc.406,974
1.2% of portfolio›$10.6M
Gutierrez Wealth Advisory, LLC402,183
5.5% of portfolio›$10.4M
Michael Brady & Co., LLC395,007
9.3% of portfolio›$10.2M
Strid Group, LLC387,146
1.1% of portfolio›$10.0M
Keudell ison Wealth Management340,258
1.6% of portfolio›$8.8M
Hartmann Taylor Wealth Management, LLC322,822
4.7% of portfolio›$8.4M
Leverty Financial Group, LLC301,063
1.4% of portfolio›$7.8M
Robinson Smith Wealth Advisors LLC298,720
4.7% of portfolio›$7.7M
New England Capital Financial Advisors LLC295,666
1.8% of portfolio›$7.7M
Copper Harbor Investment Advisors, LLC289,498
1.5% of portfolio›$7.5M
Alliance Private Wealth, LLC285,845
2.8% of portfolio›$7.4M
Vaquero Private Wealth, LTD280,491
1.5% of portfolio›$7.3M
Clarity Asset Management, Inc.279,530
3.5% of portfolio›$7.3M
AdvisorNet Financial, Inc273,319
0.3% of portfolio›$7.2M
Visionary Wealth Advisors269,804
0.3% of portfolio›$7.0M
Park Avenue Securities LLC264,075
0.1% of portfolio›$6.9M
Cullen T Bankers, Inc.242,782
0.1% of portfolio›$6.3M
Vicus Capital237,595
0.4% of portfolio›$6.2M
IMPACTfolio, LLC237,072
2.2% of portfolio›$6.1M
Ashton Thomas Private Wealth, LLC235,714
0.1% of portfolio›$6.1M
Interchange Capital Partners, LLC227,218
1.0% of portfolio›$5.9M
ARQ Wealth Advisors, LLC221,132
0.7% of portfolio›$5.7M
Bank of New York Mellon Corp198,973
0.0% of portfolio›$5.2M
Creative Financial Designs Inc195,095
0.2% of portfolio›$5.1M
Legacy Private Trust Co.184,373
0.3% of portfolio›$4.8M
Wealth Enhancement Advisory Services, LLC175,815
0.0% of portfolio›$4.6M
StrongBox Wealth, LLC160,586
1.1% of portfolio›$4.2M
Farther Finance Advisors, LLC159,237
0.0% of portfolio›$4.1M
Petredis Investment Advisors LLC148,155
0.3% of portfolio›$3.8M
Trinity Wealth Management, LLC143,525
1.2% of portfolio›$3.7M
Novem Group137,310
0.4% of portfolio›$3.6M
LongView Wealth Management136,772
0.9% of portfolio›$3.5M
Total Clarity Wealth Management, Inc.134,160
0.7% of portfolio›$3.5M
Waterway Wealth Management, LLC130,600
0.6% of portfolio›$3.4M
Cornerstone Wealth Management, LLC126,583
0.1% of portfolio›$3.3M
Burton Enright Welch125,468
0.3% of portfolio›$3.3M
NavPoint Financial, Inc.122,816
1.1% of portfolio›$3.2M
Beacon Capital Management, Inc.120,000
0.2% of portfolio›$3.1M
Intrua Financial, LLC118,574
0.3% of portfolio›$3.1M
Capital Planning LLC116,651
0.8% of portfolio›$3.0M
Platt Wealth Management LLC111,197
3.6% of portfolio›$2.9M
Landmark Wealth Management, LLC110,660
0.7% of portfolio›$2.9M
Penney Financial, LLC109,591
0.8% of portfolio›$2.8M
Tempus Wealth Planning, LLC108,758
0.5% of portfolio›$2.8M
Sovran Advisors, LLC107,116
0.2% of portfolio›$2.9M
Financial Council, LLC106,545
0.9% of portfolio›$2.8M
Indivisible Partners105,920
0.1% of portfolio›$2.7M
Cedar Point Capital Partners, LLC104,452
1.6% of portfolio›$2.7M
Main Line Retirement Advisors, LLC104,166
1.2% of portfolio›$2.7M
Retirement Planning Group, LLC102,990
0.1% of portfolio›$2.7M
Thrive Wealth Management, LLC102,200
0.3% of portfolio›$2.7M
Simplicity Wealth,LLC101,379
0.1% of portfolio›$2.6M
Skyline Advisors, Inc.91,801
0.7% of portfolio›$2.4M
Snider Financial Group91,377
0.6% of portfolio›$2.4M
Melone Private Wealth, LLC90,319
0.9% of portfolio›$2.3M
Freedom Financial Partners LLC87,488
0.7% of portfolio›$2.3M
Northwest Financial Advisors86,620
0.3% of portfolio›$2.2M
Wedbush Securities Inc86,237
0.1% of portfolio›$2.2M
McGlone Suttner Wealth Management, Inc.81,614
0.2% of portfolio›$2.1M
J.W. Cole Advisors, Inc.73,506
0.0% of portfolio›$1.9M
Flagship Harbor Advisors, LLC72,169
0.1% of portfolio›$1.9M
AA Financial Advisors, LLC67,338
0.2% of portfolio›$1.7M
Prospera Financial Services Inc65,047
0.0% of portfolio›$1.7M
Thrivent Financial for Lutherans63,385
0.0% of portfolio›$1.6M
Lineweaver Wealth Advisors, LLC59,156
0.2% of portfolio›$1.5M
SteelPeak Wealth, LLC58,383
0.0% of portfolio›$1.5M
Smith Thornton Advisors LLC58,210
0.7% of portfolio›$1.5M
TrueWealth Advisors, LLC56,701
0.3% of portfolio›$1.5M
Sard Wealth Management Group, LLC53,497
0.6% of portfolio›$1.4M
Spinnaker Investment Group, LLC53,067
0.2% of portfolio›$1.4M
Acumen Wealth Advisors, LLC52,701
0.3% of portfolio›$1.4M
EverSource Wealth Advisors, LLC50,843
0.0% of portfolio›$1.3M
Stewardship Concepts Financial Services LLC49,902
0.8% of portfolio›$1.3M
Souders Financial Advisors49,562
0.1% of portfolio›$1.3M
IFP Advisors, Inc49,562
0.0% of portfolio›$1.3M
Citigroup Inc49,162
0.0% of portfolio›$1.3M
Equity Wealth Partners, LLC46,467
0.4% of portfolio›$1.2M
Private Trust Co NA46,000
0.1% of portfolio›$1.2M
Keeler & Nadler Financial Planning & Wealth Management43,707
0.3% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC43,339
0.0% of portfolio›$1.1M
IFS Advisors, LLC42,932
0.3% of portfolio›$1.1M
Intergy Private Wealth, LLC42,323
0.2% of portfolio›$1.1M
Quantum Financial Partners LLC40,965
0.5% of portfolio›$1.1M
Nations Financial Group Inc,39,961
0.1% of portfolio›$1.0M
Atlas Private Wealth Advisors38,397
0.2% of portfolio›$996.0K
Armstrong, Fleming & Moore, Inc37,934
0.3% of portfolio›$984.0K
Cambridge Capital Management, LLC37,442
0.4% of portfolio›$971.2K
Axxcess Wealth Management, LLC36,600
0.0% of portfolio›$949.4K
Meridian Wealth Management, LLC36,404
0.0% of portfolio›$944.3K
Schmidt P J Investment Management Inc35,805
0.1% of portfolio›$928.8K
Next Level Wealth Planning, LLC35,427
0.4% of portfolio›$919.0K
Kingswood Wealth Advisors, LLC34,489
0.0% of portfolio›$894.6K
Bare Financial Services, Inc33,798
0.2% of portfolio›$876.7K
Ascent Group, LLC33,159
0.0% of portfolio›$860.1K
Family Office Research LLC32,764
0.3% of portfolio›$849.9K
Peoples Bank32,622
0.4% of portfolio›$846.2K
Sunrise Financial Services, LLC32,596
0.5% of portfolio›$845.6K
RFG - Bristol Wealth Advisors, LLC32,466
0.2% of portfolio›$842.2K
Seamount Financial Group Inc32,277
0.3% of portfolio›$837.3K
Genesis Private Wealth, LLC31,631
0.2% of portfolio›$820.5K
HBW Advisory Services LLC31,270
0.1% of portfolio›$811.1K
Avidian Wealth Enterprises, LLC30,476
0.0% of portfolio›$790.5K
Bill Few Associates, Inc.30,416
0.2% of portfolio›$789.0K
Concurrent Investment Advisors, LLC30,162
0.0% of portfolio›$782.4K
Sigma Planning Corp27,746
0.0% of portfolio›$719.7K
Sunburst Financial Group, LLC27,075
0.1% of portfolio›$702.3K
Capital Management Associates, Inc25,854
0.1% of portfolio›$670.7K
Peterson Wealth Advisors, LLC25,492
0.1% of portfolio›$661.3K
Diversify Wealth Management, LLC24,979
0.0% of portfolio›$658.2K
Diversify Advisory Services, LLC24,979
0.0% of portfolio›$658.2K
Crosspoint Financial, LLC23,865
1.2% of portfolio›$619.0K
Wealth Group Ltd23,793
0.1% of portfolio›$618.9K
Midwest Heritage Bank, FSB23,303
0.2% of portfolio›$604.5K
HB Wealth Management, LLC23,000
0.0% of portfolio›$596.6K
Atria Investments, Inc22,467
0.0% of portfolio›$582.8K
Independent Financial Group, LLC22,241
0.0% of portfolio›$576.9K
MGO One Seven LLC21,913
0.0% of portfolio›$568.4K
ProCore Advisors, LLC21,535
0.7% of portfolio›$558.6K
Transcendent Capital Group LLC21,424
0.2% of portfolio›$555.7K
Victory Financial Group, LLC20,252
0.0% of portfolio›$525.3K
MSH Capital Advisors LLC19,955
0.1% of portfolio›$517.6K
Planned Solutions, Inc.19,840
0.1% of portfolio›$514.7K
M Wealth Management, LLC19,755
0.4% of portfolio›$512.4K
Balboa Wealth Partners19,438
0.1% of portfolio›$504.2K
Maia Wealth LLC19,087
0.1% of portfolio›$495.1K
Glenview Trust Co18,984
0.0% of portfolio›$492.4K
Mission Wealth Management, LP18,763
0.0% of portfolio›$486.7K
Gateway Investment Advisers LLC18,264
0.0% of portfolio›$473.8K
United Advisor Group, LLC18,189
0.0% of portfolio›$471.8K
Succession Financial, Inc.18,162
0.5% of portfolio›$471.1K
Gerber Kawasaki Wealth & Investment Management18,147
0.0% of portfolio›$470.8K
Davenport & Co LLC18,136
0.0% of portfolio›$470.5K
Riversedge Advisors, LLC17,887
0.1% of portfolio›$464.0K
Essential Investment Partners LLC17,534
0.3% of portfolio›$454.8K
Lanark Financial, Inc.16,670
0.0% of portfolio›$432.4K
PFG Advisors15,983
0.0% of portfolio›$414.6K
CLG LLC15,542
0.1% of portfolio›$403.2K
First Heartland Consultants, Inc.14,829
0.0% of portfolio›$384.7K
KWB Wealth14,708
0.0% of portfolio›$381.5K
Silver Grove Financial Group, Inc.14,006
0.2% of portfolio›$363.3K
Vise Technologies, Inc.13,968
0.0% of portfolio›$362.3K
CGN Advisors LLC13,955
0.0% of portfolio›$362.0K
LifeGoal Investments, LLC13,878
0.1% of portfolio›$360.0K
Langley Wealth Management, LLC13,500
0.3% of portfolio›$350.2K
Saxony Capital Management, LLC13,427
0.1% of portfolio›$348.3K
Advisortrust Partners, LLC13,366
0.1% of portfolio›$346.7K
Johnson Bixby & Associates, LLC13,304
0.0% of portfolio›$345.1K
NWF Advisory Services Inc.12,551
0.0% of portfolio›$325.6K
DeDora Capital, Inc.12,350
0.1% of portfolio›$320.4K
Daymark Wealth Partners, LLC11,972
0.0% of portfolio›$310.5K
Adamsbrown Wealth Consultants LLC11,796
0.1% of portfolio›$306.0K
Jones Kertz & Associates, Inc.11,322
0.1% of portfolio›$293.7K
Charter Capital Management, Llc\de11,258
0.1% of portfolio›$292.0K
Ballew Advisors, Inc11,240
0.1% of portfolio›$292.4K
Lodestone Wealth Management LLC11,100
0.1% of portfolio›$287.9K
D.A. Davidson & Co.11,024
0.0% of portfolio›$286.0K
Latitude Advisors, LLC10,624
0.1% of portfolio›$275.6K
Oppenheimer & Co Inc10,256
0.0% of portfolio›$266.0K
Burford Brothers, Inc.10,196
0.1% of portfolio›$264.5K
Carlson Financial, Inc.10,107
0.1% of portfolio›$262.2K
Crusonia Wealth Advisors LLC9,615
0.0% of portfolio›$249.4K
US Bancorp \de\9,474
0.0% of portfolio›$245.8K
Compass Ion Advisors, LLC9,157
0.0% of portfolio›$237.5K
Schear Investment Advisers, LLC8,942
0.0% of portfolio›$232.0K
Tempo Wealth, LLC8,942
0.0% of portfolio›$232.0K
Richards, Merrill & Peterson, Inc.8,925
0.1% of portfolio›$231.5K
StoneX Group Inc.8,651
0.0% of portfolio›$224.4K
Y-Intercept (Hong Kong) Ltd8,446
0.0% of portfolio›$219.1K
CWS Financial Advisors, LLC8,365
0.0% of portfolio›$217.0K
World Equity Group, Inc.8,302
0.1% of portfolio›$215.4K
Affiance Financial, LLC8,060
0.0% of portfolio›$209.1K
Good Harbor Advisors, Inc.8,000
0.2% of portfolio›$207.5K
MBE Wealth Management, LLC7,808
0.1% of portfolio›$202.5K
Capital Asset Advisory Services LLC7,673
0.0% of portfolio›$203.9K
Plante Moran Financial Advisors, LLC7,488
0.0% of portfolio›$194.2K
Financial Perspectives, Inc7,442
0.0% of portfolio›$193.0K
Signature Equity Partners, LLC4,968
0.0% of portfolio›$128.9K
Thurston, Springer, Miller, Herd & Titak, Inc.4,000
0.2% of portfolio›$103.8K
Root Financial Partners, LLC3,750
0.0% of portfolio›$97.3K
Golden State Wealth Management, LLC3,449
0.0% of portfolio›$89.5K
Pinnacle Bancorp, Inc.2,826
0.0% of portfolio›$73.3K
UMB Private Wealth Management, LLC2,510
0.1% of portfolio›$65.1K
CoreCap Advisors, LLC1,893
0.0% of portfolio›$49.1K
Rosenberg Matthew Hamilton1,628
0.0% of portfolio›$42.2K
Kingdom Financial Group Llc.1,542
0.0% of portfolio›$40.0K
Spire Wealth Management1,228
0.0% of portfolio›$31.9K
Nvest Wealth Strategies, Inc.1,159
0.0% of portfolio›$30.1K
Clark Wealth Partners596
0.0% of portfolio›$15.5K
Jnba Financial Advisors324
0.0% of portfolio›$8.4K
Barrett & Company, Inc.300
0.0% of portfolio›$7.8K
Dhjj Financial Advisors, Ltd.107
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
3,129,755$81.2M0.1%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
2,186,042$56.7M0.3%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
1,420,971$36.9M0.1%ETFLowConcord, CA2026-10-21
Confluence Wealth Services, Inc.
1,185,205$30.7M0.8%ETFVery LowMcmurray, PA2026-11-05
Kestra Advisory Services, LLC
1,115,190$28.9M0.1%CoreLowAustin, TX2026-11-02
Larson Financial Group LLC
1,038,392$26.9M0.7%GrowthLowSt Louis, MO2026-11-05
Truist Financial Corp
974,967$25.3M0.0%CoreLowCharlotte, NC2026-10-30
J. Derek Lewis & Associates Inc.
867,056$22.5M4.1%ETFLowNewport Beach, CA2026-11-03
Aprio Wealth Management, LLC
839,295$21.8M1.0%ETFMediumAtlanta, GA2026-10-28
Stonebridge Financial Group, LLC
765,597$19.9M1.5%ETFMediumWormleysburg, PA2026-10-01
Clear Trail Advisors, LLC
664,587$17.2M2.6%CoreLowHouston, TX2026-10-20
Hunter Associates Investment Management LLC
613,051$15.9M3.5%CoreLowPittsburgh, PA2026-10-26
Legacy CG, LLC
594,683$15.4M3.9%GrowthHighPlano, TX2026-10-30
MB, Levis & Associates, LLC
505,287$13.1M4.8%ETFVery LowCenter Valley, PA2026-10-16
Wealthcare Advisory Partners LLC
501,631$13.0M0.2%ETFLowWest Chester, PA2026-10-21
Entrust Financial LLC
481,064$12.5M6.1%ETFLowWayne, PA2026-11-04
Kestra Private Wealth Services, LLC
448,769$11.6M0.1%GrowthLowAustin, TX2026-10-30
RMR Wealth Builders
448,434$11.7M0.7%ETFLowMontclair, NJ2026-10-22
EnRich Financial Partners LLC
418,717$10.9M2.6%ETFVery LowMadison, WI2026-10-21
Koshinski Asset Management, Inc.
407,427$10.6M0.6%ETFLowDecatur, IL2026-10-29
Cannon Financial Strategists, Inc.
406,974$10.6M1.2%ETFVery LowAthens, GA2026-10-19
Gutierrez Wealth Advisory, LLC
402,183$10.4M5.5%ETFLowLittle Rock, AR2026-11-02
Michael Brady & Co., LLC
395,007$10.2M9.3%ETFLowWestlake, OH2026-10-23
Strid Group, LLC
387,146$10.0M1.1%ETFLowNewtown Square, PA2026-10-28
Keudell ison Wealth Management
340,258$8.8M1.6%ETFMediumSalem, OR2026-10-16
Hartmann Taylor Wealth Management, LLC
322,822$8.4M4.7%ETFVery LowDallas, TX2026-10-14
Leverty Financial Group, LLC
301,063$7.8M1.4%ETFVery LowHudson, WI2026-10-08
Robinson Smith Wealth Advisors LLC
298,720$7.7M4.7%ETFLowSouth Portland, ME2026-10-22
New England Capital Financial Advisors LLC
295,666$7.7M1.8%ETFLowMeriden, CT2026-11-03
Copper Harbor Investment Advisors, LLC
289,498$7.5M1.5%ETFN/AAppleton, WI2026-10-16
Alliance Private Wealth, LLC
285,845$7.4M2.8%ETFVery LowNorth Reading, MA2026-10-20
Vaquero Private Wealth, LTD
280,491$7.3M1.5%ETFN/ADallas, TX2026-10-27
Clarity Asset Management, Inc.
279,530$7.3M3.5%ETFHighAmes, IA2026-10-14
AdvisorNet Financial, Inc
273,319$7.2M0.3%ETFLowMinnetonka, MN2026-10-15
Visionary Wealth Advisors
269,804$7.0M0.3%ETFLowO'Fallon, IL2026-11-04
Park Avenue Securities LLC
264,075$6.9M0.1%ETFMediumNew York, NY2026-10-26
Cullen T Bankers, Inc.
242,782$6.3M0.1%GrowthLowSan Antonio, TX2026-10-28
Vicus Capital
237,595$6.2M0.4%ETFMediumState College, PA2026-11-05
IMPACTfolio, LLC
237,072$6.1M2.2%ETFVery LowDenver, CO2026-10-28
Ashton Thomas Private Wealth, LLC
235,714$6.1M0.1%CoreMediumScottsdale, AZ2026-11-03
Interchange Capital Partners, LLC
227,218$5.9M1.0%GrowthLowPittsburgh, PA2026-10-28
ARQ Wealth Advisors, LLC
221,132$5.7M0.7%ETFLowScottsdale, AZ2026-10-29
Bank of New York Mellon Corp
198,973$5.2M0.0%CoreLowNew York, NY2026-11-05
Creative Financial Designs Inc
195,095$5.1M0.2%ETFMediumKokomo, IN2026-11-04
Legacy Private Trust Co.
184,373$4.8M0.3%ETFLowNeenah, WI2026-10-06
Wealth Enhancement Advisory Services, LLC
175,815$4.6M0.0%CoreLowPlymouth, MN2026-10-13
StrongBox Wealth, LLC
160,586$4.2M1.1%GrowthLowLee'S Summit, MO2026-11-02
Farther Finance Advisors, LLC
159,237$4.1M0.0%IndexLowSan Francisco, CA2026-10-08
Petredis Investment Advisors LLC
148,155$3.8M0.3%GrowthVery LowWarrendale, PA2026-10-20
Trinity Wealth Management, LLC
143,525$3.7M1.2%ETFMediumBerwyn, PA2026-10-13
Novem Group
137,310$3.6M0.4%ETFMediumRochester, NY2026-10-19
LongView Wealth Management
136,772$3.5M0.9%ETFLowAtlanta, GA2026-10-19
Total Clarity Wealth Management, Inc.
134,160$3.5M0.7%ETFMediumSt. Charles, IL2026-10-26
Waterway Wealth Management, LLC
130,600$3.4M0.6%ETFMediumThe Woodlands, TX2026-10-28
Cornerstone Wealth Management, LLC
126,583$3.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Burton Enright Welch
125,468$3.3M0.3%ETFVery LowWalnut Creek, CA2026-11-04
NavPoint Financial, Inc.
122,816$3.2M1.1%ETFVery LowPrior Lake, MN2026-10-21
Beacon Capital Management, Inc.
120,000$3.1M0.2%ETFMediumDayton, OH2026-10-13
Intrua Financial, LLC
118,574$3.1M0.3%ETFMediumHouston, TX2026-10-28
Capital Planning LLC
116,651$3.0M0.8%ETFLowBellevue, WA2026-10-09
Platt Wealth Management LLC
111,197$2.9M3.6%GrowthVery LowSan Diego, CA2026-11-04
Landmark Wealth Management, LLC
110,660$2.9M0.7%ETFVery LowMelville, NY2026-11-03
Penney Financial, LLC
109,591$2.8M0.8%ETFMediumHouston, TX2026-10-20
Tempus Wealth Planning, LLC
108,758$2.8M0.5%ETFMediumIrvine, CA2026-10-14
Sovran Advisors, LLC
107,116$2.9M0.2%ETFMediumSan Diego, CA2026-11-02
Financial Council, LLC
106,545$2.8M0.9%ETFVery LowTowson, MD2026-11-02
Indivisible Partners
105,920$2.7M0.1%GrowthMediumClearwater, FL2026-10-26
Cedar Point Capital Partners, LLC
104,452$2.7M1.6%ETFMediumCedar Rapids, IA2026-10-29
Main Line Retirement Advisors, LLC
104,166$2.7M1.2%ETFLowWhitefish, MT2026-10-14
Retirement Planning Group, LLC
102,990$2.7M0.1%ETFVery LowLeawood, KS2026-10-19
Thrive Wealth Management, LLC
102,200$2.7M0.3%ETFVery LowAudubon, PA2026-10-13
Simplicity Wealth,LLC
101,379$2.6M0.1%ETFLowSummit, NJ2026-10-23
Skyline Advisors, Inc.
91,801$2.4M0.7%ETFMediumBellingham, WA2026-11-03
Snider Financial Group
91,377$2.4M0.6%GrowthLowBellevue, WA2026-10-16
Melone Private Wealth, LLC
90,319$2.3M0.9%ETFMediumAuburn Hills, MI2026-10-16
Freedom Financial Partners LLC
87,488$2.3M0.7%ETFLowOakdale, MN2026-10-19
Northwest Financial Advisors
86,620$2.2M0.3%ETFLowHerndon, VA2026-10-27
Wedbush Securities Inc
86,237$2.2M0.1%CoreLowPasadena, CA2026-10-22
McGlone Suttner Wealth Management, Inc.
81,614$2.1M0.2%ETFVery LowAppleton, WI2026-10-13
J.W. Cole Advisors, Inc.
73,506$1.9M0.0%IndexLowTampa, FL2026-11-05
Flagship Harbor Advisors, LLC
72,169$1.9M0.1%ETFMediumBoston, MA2026-10-26
AA Financial Advisors, LLC
67,338$1.7M0.2%ETFMediumColumbus, OH2026-10-19
Prospera Financial Services Inc
65,047$1.7M0.0%CoreMediumDallas, TX2026-11-04
Thrivent Financial for Lutherans
63,385$1.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Lineweaver Wealth Advisors, LLC
59,156$1.5M0.2%ETFLowValley View, OH2026-10-13
SteelPeak Wealth, LLC
58,383$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
Smith Thornton Advisors LLC
58,210$1.5M0.7%ETFVery LowHuntsville, AL2026-10-16
TrueWealth Advisors, LLC
56,701$1.5M0.3%ETFMediumBirmingham, AL2026-10-09
Sard Wealth Management Group, LLC
53,497$1.4M0.6%ETFVery LowAtlanta, GA2026-10-16
Spinnaker Investment Group, LLC
53,067$1.4M0.2%ETFLowNewport Beach, CA2026-10-13
Acumen Wealth Advisors, LLC
52,701$1.4M0.3%GrowthHighChattanooga, TN2026-11-05
EverSource Wealth Advisors, LLC
50,843$1.3M0.0%CoreMediumBirmingham, AL2026-11-04
Stewardship Concepts Financial Services LLC
49,902$1.3M0.8%ETFLowSpokane, WA2026-10-06
Souders Financial Advisors
49,562$1.3M0.1%ETFLowCincinnati, OH2026-11-03
IFP Advisors, Inc
49,562$1.3M0.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
49,162$1.3M0.0%CoreMediumNew York, NY2026-11-04
Equity Wealth Partners, LLC
46,467$1.2M0.4%ETFVery LowIndependence, MO2026-10-26
Private Trust Co NA
46,000$1.2M0.1%CoreLowCleveland, OH2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
43,707$1.1M0.3%ETFLowDublin, OH2026-10-28
Signature Estate & Investment Advisors LLC
43,339$1.1M0.0%ETFMediumLos Angeles, CA2026-10-13
IFS Advisors, LLC
42,932$1.1M0.3%ETFLowOverland Park, KS2026-10-14
Intergy Private Wealth, LLC
42,323$1.1M0.2%ETFVery LowColorado Springs, CO2026-10-16
Quantum Financial Partners LLC
40,965$1.1M0.5%ETFN/AOverland Park, KS2026-10-19
Nations Financial Group Inc,
39,961$1.0M0.1%CoreLowCedar Rapids, IA2026-11-05
Atlas Private Wealth Advisors
38,397$996.0K0.2%ETFLowRed Bank, NJ2026-10-23
Armstrong, Fleming & Moore, Inc
37,934$984.0K0.3%GrowthVery LowWashington, DC2026-10-28
Cambridge Capital Management, LLC
37,442$971.2K0.4%ETFVery LowO'Fallon, IL2026-10-19
Axxcess Wealth Management, LLC
36,600$949.4K0.0%CoreLowCarlsbad, CA2026-10-21
Meridian Wealth Management, LLC
36,404$944.3K0.0%GrowthLowLexington, KY2026-11-05
Schmidt P J Investment Management Inc
35,805$928.8K0.1%GrowthVery LowCedarburg, WI2026-11-02
Next Level Wealth Planning, LLC
35,427$919.0K0.4%ETFVery LowMeridian, ID2026-10-29
Kingswood Wealth Advisors, LLC
34,489$894.6K0.0%GrowthLowSan Diego, CA2026-10-23
Bare Financial Services, Inc
33,798$876.7K0.2%ETFVery LowGap, PA2026-11-04
Ascent Group, LLC
33,159$860.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Family Office Research LLC
32,764$849.9K0.3%ETFLowBethesda, MD2026-10-14
Peoples Bank
32,622$846.2K0.4%ETFLowMarietta, OH2026-10-26
Sunrise Financial Services, LLC
32,596$845.6K0.5%ETFMediumBurien, WA2026-10-21
RFG - Bristol Wealth Advisors, LLC
32,466$842.2K0.2%ETFLowTaunton, MA2026-10-09
Seamount Financial Group Inc
32,277$837.3K0.3%ETFLowColorado Springs, CO2026-10-21
Genesis Private Wealth, LLC
31,631$820.5K0.2%ETFLowAshburn, VA2026-11-02
HBW Advisory Services LLC
31,270$811.1K0.1%ETFMediumSimi Valley, CA2026-10-15
Avidian Wealth Enterprises, LLC
30,476$790.5K0.0%ETFLowHouston, TX2026-10-08
Bill Few Associates, Inc.
30,416$789.0K0.2%CoreVery LowSewickley, PA2026-10-09
Concurrent Investment Advisors, LLC
30,162$782.4K0.0%GrowthMediumTampa, FL2026-10-16
Sigma Planning Corp
27,746$719.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sunburst Financial Group, LLC
27,075$702.3K0.1%ETFVery LowVestavia Hills, AL2026-10-09
Capital Management Associates, Inc
25,854$670.7K0.1%ETFLowMinneapolis, MN2026-10-20
Peterson Wealth Advisors, LLC
25,492$661.3K0.1%ETFLowOrem, UT2026-10-08
Diversify Wealth Management, LLC
24,979$658.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
24,979$658.2K0.0%GrowthLowSandy, UT2026-10-20
Crosspoint Financial, LLC
23,865$619.0K1.2%ValueMediumTustin, CA2026-11-03
Wealth Group Ltd
23,793$618.9K0.1%ETFLowEden Prairie, MN2026-10-07
Midwest Heritage Bank, FSB
23,303$604.5K0.2%ETFVery LowWest Des Moines, IA2026-10-26
HB Wealth Management, LLC
23,000$596.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Atria Investments, Inc
22,467$582.8K0.0%CoreMediumCharlotte, NC2026-10-15
Independent Financial Group, LLC
22,241$576.9K0.0%GrowthLowSan Diego, CA2026-10-13
MGO One Seven LLC
21,913$568.4K0.0%GrowthLowBeachwood, OH2026-10-28
ProCore Advisors, LLC
21,535$558.6K0.7%GARPLowNewport Beach, CA2026-10-14
Transcendent Capital Group LLC
21,424$555.7K0.2%ETFMediumEdmond, OK2026-10-28
Victory Financial Group, LLC
20,252$525.3K0.0%ETFLowAustin, TX2026-10-27
MSH Capital Advisors LLC
19,955$517.6K0.1%CoreLowScottsdale, AZ2026-11-03
Planned Solutions, Inc.
19,840$514.7K0.1%ETFLowFolsom, CA2026-10-19
M Wealth Management, LLC
19,755$512.4K0.4%ETFVery LowSan Diego, CA2026-10-14
Balboa Wealth Partners
19,438$504.2K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Maia Wealth LLC
19,087$495.1K0.1%ETFMediumDenver, CO2026-10-19
Glenview Trust Co
18,984$492.4K0.0%GrowthVery LowLouisville, KY2026-10-28
Mission Wealth Management, LP
18,763$486.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Gateway Investment Advisers LLC
18,264$473.8K0.0%GrowthLowCincinnati, OH2026-10-13
United Advisor Group, LLC
18,189$471.8K0.0%ETFLowCincinnati, OH2026-11-03
Succession Financial, Inc.
18,162$471.1K0.5%ETFN/AMckinney, TX2026-10-14
Gerber Kawasaki Wealth & Investment Management
18,147$470.8K0.0%ETFLowSanta Monica, CA2026-10-29
Davenport & Co LLC
18,136$470.5K0.0%CoreMediumRichmond, VA2026-10-14
Riversedge Advisors, LLC
17,887$464.0K0.1%ETFMediumWilmington, DE2026-10-09
Essential Investment Partners LLC
17,534$454.8K0.3%GrowthLowEnglewood, CO2026-10-27
Lanark Financial, Inc.
16,670$432.4K0.0%CoreMediumBirmingham, AL2026-10-26
PFG Advisors
15,983$414.6K0.0%ETFMediumPhoenix, AZ2026-10-16
CLG LLC
15,542$403.2K0.1%ETFMediumLong Beach, CA2026-10-13
First Heartland Consultants, Inc.
14,829$384.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
KWB Wealth
14,708$381.5K0.0%ETFMediumRedlands, CA2026-10-16
Silver Grove Financial Group, Inc.
14,006$363.3K0.2%CoreMediumOrchard Park, NY2026-11-05
Vise Technologies, Inc.
13,968$362.3K0.0%IndexLowNew York, NY2026-10-29
CGN Advisors LLC
13,955$362.0K0.0%ETFLowManhattan, KS2026-10-21
LifeGoal Investments, LLC
13,878$360.0K0.1%ETFLowSaratoga Springs, NY2026-10-09
Langley Wealth Management, LLC
13,500$350.2K0.3%CoreN/ACorinth, MS2026-11-04
Saxony Capital Management, LLC
13,427$348.3K0.1%ETFMediumSt. Louis, MO2026-10-15
Advisortrust Partners, LLC
13,366$346.7K0.1%CoreHighRaleigh, NC2026-11-02
Johnson Bixby & Associates, LLC
13,304$345.1K0.0%ETFMediumVancouver, WA2026-10-14
NWF Advisory Services Inc.
12,551$325.6K0.0%GARPLowLos Angeles, CA2026-10-19
DeDora Capital, Inc.
12,350$320.4K0.1%ETFVery LowNapa, CA2026-10-26
Daymark Wealth Partners, LLC
11,972$310.5K0.0%CoreLowCincinnati, OH2026-11-04
Adamsbrown Wealth Consultants LLC
11,796$306.0K0.1%ETFLowWichita, KS2026-10-20
Jones Kertz & Associates, Inc.
11,322$293.7K0.1%GrowthLowBlaine, MN2026-10-28
Charter Capital Management, Llc\de
11,258$292.0K0.1%ETFVery LowBrookfield, WI2026-10-28
Ballew Advisors, Inc
11,240$292.4K0.1%ETFLowJackson, MS2026-10-05
Lodestone Wealth Management LLC
11,100$287.9K0.1%CoreLowSpokane, WA2026-10-14
D.A. Davidson & Co.
11,024$286.0K0.0%CoreLowGreat Falls, MT2026-10-28
Latitude Advisors, LLC
10,624$275.6K0.1%ETFLowYorkville, IL2026-10-27
Oppenheimer & Co Inc
10,256$266.0K0.0%CoreLowNew York, NY2026-10-26
Burford Brothers, Inc.
10,196$264.5K0.1%CoreLowDallas, TX2026-10-21
Carlson Financial, Inc.
10,107$262.2K0.1%GrowthLowCanby, OR2026-11-05
Crusonia Wealth Advisors LLC
9,615$249.4K0.0%ETFVery LowDenver, CO2026-10-26
US Bancorp \de\
9,474$245.8K0.0%IndexLowMinneapolis, MN2026-11-05
Compass Ion Advisors, LLC
9,157$237.5K0.0%ETFVery LowConshohocken, PA2026-10-23
Schear Investment Advisers, LLC
8,942$232.0K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
8,942$232.0K0.0%Agg GrowthLowIndependence, OH2026-10-14
Richards, Merrill & Peterson, Inc.
8,925$231.5K0.1%GrowthLowSpokane, WA2026-10-19
StoneX Group Inc.
8,651$224.4K0.0%ETFMediumNew York, NY2026-11-03
Y-Intercept (Hong Kong) Ltd
8,446$219.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
CWS Financial Advisors, LLC
8,365$217.0K0.0%ETFVery LowKalamazoo, MI2026-10-16
World Equity Group, Inc.
8,302$215.4K0.1%GrowthMediumSchaumburg, IL2026-10-14
Affiance Financial, LLC
8,060$209.1K0.0%ETFVery LowSt. Louis Park, MN2026-10-15
Good Harbor Advisors, Inc.
8,000$207.5K0.2%ETFVery LowGloucester, MA2026-10-20
MBE Wealth Management, LLC
7,808$202.5K0.1%ETFVery LowTomah, WI2026-10-26
Capital Asset Advisory Services LLC
7,673$203.9K0.0%ETFLowWilliamston, MI2026-10-30
Plante Moran Financial Advisors, LLC
7,488$194.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Financial Perspectives, Inc
7,442$193.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Signature Equity Partners, LLC
4,968$128.9K0.0%GrowthMediumColumbus, OH2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
4,000$103.8K0.2%GrowthMediumIndianapolis, IN2026-10-14
Root Financial Partners, LLC
3,750$97.3K0.0%ETFMediumEncinitas, CA2026-10-21
Golden State Wealth Management, LLC
3,449$89.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Pinnacle Bancorp, Inc.
2,826$73.3K0.0%CoreVery LowBeatrice, NE2026-10-21
UMB Private Wealth Management, LLC
2,510$65.1K0.1%GrowthN/AKansas City, MO2026-10-19
CoreCap Advisors, LLC
1,893$49.1K0.0%ETFMediumSouthfield, MI2026-10-08
Rosenberg Matthew Hamilton
1,628$42.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Kingdom Financial Group Llc.
1,542$40.0K0.0%ETFMediumPeoria, AZ2026-11-04
Spire Wealth Management
1,228$31.9K0.0%GrowthMediumMclean, VA2026-10-30
Nvest Wealth Strategies, Inc.
1,159$30.1K0.0%ETFVery LowPowell, OH2026-10-14
Clark Wealth Partners
596$15.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Jnba Financial Advisors
324$8.4K0.0%ETFMediumBloomington, MN2026-11-03
Barrett & Company, Inc.
300$7.8K0.0%ETFLowProvidence, RI2026-10-22
Dhjj Financial Advisors, Ltd.
107$2.8K0.0%ETFVery LowNaperville, IL2026-10-23