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Cap Group US Multi-Sect Bond (CGMS)

CUSIP: 14020Y300 | NYSE | 469 institutional holders

Quarters

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

Signature Estate & Investment Advisors LLC3,697,625
1.7% of portfolio›$97.0M
Commonwealth Equity Services, LLC3,153,812
0.1% of portfolio›$82.7M
Cambridge Investment Research Advisors, Inc.2,290,249
0.3% of portfolio›$60.1M
Wealth Enhancement Advisory Services, LLC1,431,506
0.1% of portfolio›$37.7M
Regatta Capital Group, LLC971,313
3.2% of portfolio›$25.5M
Kestra Advisory Services, LLC868,945
0.1% of portfolio›$22.8M
TrueWealth Advisors, LLC831,862
4.9% of portfolio›$21.8M
J. Derek Lewis & Associates Inc.826,082
3.9% of portfolio›$21.7M
Redhawk Wealth Advisors, Inc.752,732
2.0% of portfolio›$19.7M
Prospera Financial Services Inc658,592
0.2% of portfolio›$17.4M
Vicus Capital599,988
1.0% of portfolio›$15.7M
KWB Wealth500,525
1.1% of portfolio›$13.1M
Markowski Investments486,971
2.8% of portfolio›$12.8M
Concurrent Investment Advisors, LLC470,420
0.1% of portfolio›$12.3M
Souders Financial Advisors454,843
1.2% of portfolio›$11.9M
Centennial Wealth Advisory LLC451,485
2.4% of portfolio›$11.8M
Turning Point Benefit Group, Inc.440,128
4.7% of portfolio›$11.5M
Onyx Bridge Wealth Group LLC428,738
1.0% of portfolio›$11.2M
Bouvel Investment Partners, LLC420,811
2.5% of portfolio›$11.0M
Clear Trail Advisors, LLC396,200
1.6% of portfolio›$10.4M
IFS Advisors, LLC362,907
2.9% of portfolio›$9.5M
Main Line Retirement Advisors, LLC354,197
4.1% of portfolio›$9.3M
Bond & Devick Financial Network, Inc.341,531
2.2% of portfolio›$9.0M
Skyline Advisors, Inc.333,196
2.7% of portfolio›$8.7M
Clarity Asset Management, Inc.325,153
4.2% of portfolio›$8.5M
Citigroup Inc322,374
0.0% of portfolio›$8.5M
BNB Wealth Management, LLC300,195
4.3% of portfolio›$7.9M
Carmel Capital Partners, LLC293,376
2.8% of portfolio›$7.7M
Thayer Financial, L.L.C.290,946
6.9% of portfolio›$7.6M
Cullen T Bankers, Inc.269,274
0.1% of portfolio›$7.1M
Truist Financial Corp263,314
0.0% of portfolio›$6.9M
Confluence Wealth Services, Inc.234,089
0.2% of portfolio›$6.1M
NWF Advisory Services Inc.218,126
0.5% of portfolio›$5.7M
LCW Services, LLC210,700
2.3% of portfolio›$5.5M
Davenport & Co LLC194,702
0.0% of portfolio›$5.1M
Strategic Family Wealth Counselors, L.L.C.193,197
1.2% of portfolio›$5.1M
Stewardship Concepts Financial Services LLC190,745
3.3% of portfolio›$5.0M
Assetmark, Inc184,393
0.0% of portfolio›$4.8M
LifeGoal Investments, LLC173,716
1.4% of portfolio›$4.6M
LongView Wealth Management170,430
1.1% of portfolio›$4.5M
Mission Wealth Management, LP165,358
0.1% of portfolio›$4.3M
NewCorp Financial Services, Inc.162,426
3.2% of portfolio›$4.3M
Lodestone Wealth Management LLC157,426
1.4% of portfolio›$4.1M
Dynamic Advisor Solutions LLC151,380
0.1% of portfolio›$4.0M
Thrivent Financial for Lutherans145,141
0.0% of portfolio›$3.8M
D.A. Davidson & Co.143,907
0.0% of portfolio›$3.8M
Atria Investments, Inc143,333
0.0% of portfolio›$3.8M
B. Riley Wealth Advisors, Inc.136,642
0.1% of portfolio›$3.6M
Fiduciary Alliance LLC132,674
0.3% of portfolio›$3.5M
PFG Advisors131,974
0.2% of portfolio›$3.5M
Schuylkill Financial LLC129,526
3.3% of portfolio›$3.4M
Mascagni Wealth Management, Inc.123,838
2.0% of portfolio›$3.2M
Sowell Financial Services LLC121,934
0.1% of portfolio›$3.2M
Compass Financial Management LLC120,153
0.3% of portfolio›$3.2M
CLG LLC119,243
0.7% of portfolio›$3.1M
Hartmann Taylor Wealth Management, LLC115,938
1.7% of portfolio›$3.0M
Seamount Financial Group Inc115,435
1.2% of portfolio›$3.0M
Venture Visionary Partners LLC114,236
0.1% of portfolio›$3.0M
Forthright Family Wealth Advisory LLC114,148
1.7% of portfolio›$3.0M
Wealthcare Advisory Partners LLC112,627
0.1% of portfolio›$3.0M
MGO One Seven LLC111,090
0.0% of portfolio›$2.9M
Cadent Capital Advisors, LLC107,055
0.6% of portfolio›$2.8M
Boyer Financial Services, Inc.105,658
2.2% of portfolio›$2.8M
Rubicon Advisors, GP99,717
1.8% of portfolio›$2.6M
Transcendent Capital Group LLC97,954
1.0% of portfolio›$2.6M
Total Clarity Wealth Management, Inc.94,391
0.5% of portfolio›$2.5M
Spire Wealth Management90,831
0.1% of portfolio›$2.4M
Cottage Street Advisors LLC90,732
0.9% of portfolio›$2.4M
MFA Wealth Services85,676
1.3% of portfolio›$2.2M
Bank of New York Mellon Corp83,869
0.0% of portfolio›$2.2M
Fifth Third Bancorp80,123
0.0% of portfolio›$2.1M
AA Financial Advisors, LLC78,488
0.2% of portfolio›$2.1M
Novem Group71,548
0.2% of portfolio›$1.9M
ProCore Advisors, LLC71,538
2.3% of portfolio›$1.9M
Wedbush Securities Inc71,295
0.1% of portfolio›$1.9M
Scott Capital Advisors, LLC70,878
0.3% of portfolio›$1.9M
J.W. Cole Advisors, Inc.70,693
0.0% of portfolio›$1.9M
International Assets Investment Management, LLC70,634
0.1% of portfolio›$1.9M
Advisortrust Partners, LLC69,312
0.6% of portfolio›$1.8M
Schmidt P J Investment Management Inc65,500
0.3% of portfolio›$1.7M
Diversify Wealth Management, LLC59,418
0.0% of portfolio›$1.6M
Diversify Advisory Services, LLC59,418
0.0% of portfolio›$1.6M
Michael Brady & Co., LLC59,216
1.4% of portfolio›$1.6M
Farther Finance Advisors, LLC58,549
0.0% of portfolio›$1.5M
Argyle Capital Partners, LLC58,020
0.9% of portfolio›$1.5M
Nations Financial Group Inc,57,691
0.1% of portfolio›$1.5M
Richards, Merrill & Peterson, Inc.56,920
0.5% of portfolio›$1.5M
Midwest Financial Network, LLC56,156
1.0% of portfolio›$1.5M
Stonebridge Financial Group, LLC54,434
0.1% of portfolio›$1.4M
Prime Capital Investment Advisors, LLC50,890
0.0% of portfolio›$1.3M
Koshinski Asset Management, Inc.50,839
0.1% of portfolio›$1.3M
Flagship Harbor Advisors, LLC50,643
0.0% of portfolio›$1.3M
Private Trust Co NA49,461
0.1% of portfolio›$1.3M
Sovran Advisors, LLC48,867
0.1% of portfolio›$1.3M
Apollon Wealth Management, LLC48,845
0.0% of portfolio›$1.3M
IFP Advisors, Inc47,901
0.0% of portfolio›$1.3M
Kestra Investment Management, LLC46,760
0.0% of portfolio›$1.2M
Blueprint Financial Advisors LLC46,021
0.1% of portfolio›$1.2M
Blueprint Investment Partners LLC46,021
0.1% of portfolio›$1.2M
Burford Brothers, Inc.46,006
0.4% of portfolio›$1.2M
Kachkovsky & Fisher, Inc.41,729
1.0% of portfolio›$1.1M
Trilogy Capital Inc.39,998
0.0% of portfolio›$1.0M
Trademark Financial Management, LLC39,458
0.4% of portfolio›$1.0M
M.E. Allison & Co., Inc.39,340
0.6% of portfolio›$1.0M
Uhlmann Price Securities, LLC37,316
0.1% of portfolio›$978.8K
Alchemi Wealth, LLC37,289
0.4% of portfolio›$978.1K
VestGen Advisors, LLC36,839
0.0% of portfolio›$966.3K
Waterfront Wealth Inc.35,388
0.1% of portfolio›$934.1K
Balboa Wealth Partners34,630
0.1% of portfolio›$908.4K
Pines Wealth Management, LLC32,889
0.2% of portfolio›$862.7K
Daymark Wealth Partners, LLC32,471
0.0% of portfolio›$851.7K
Lantern Wealth Advisors, LLC31,238
0.4% of portfolio›$819.4K
Gutierrez Wealth Advisory, LLC30,742
0.4% of portfolio›$806.4K
RFG Advisory, LLC30,556
0.0% of portfolio›$801.5K
True Blue Financial, LLC29,931
0.3% of portfolio›$785.1K
Kestra Private Wealth Services, LLC28,447
0.0% of portfolio›$746.2K
AlphaCore Capital LLC27,838
0.0% of portfolio›$730.3K
StoneX Group Inc.26,272
0.0% of portfolio›$701.8K
Titleist Asset Management, LLC26,095
0.0% of portfolio›$684.5K
Integrity Advisory Solutions, LLC25,826
0.1% of portfolio›$677.4K
Cap Partners, LLC24,538
0.3% of portfolio›$643.6K
Midwest Heritage Bank, FSB24,333
0.2% of portfolio›$638.3K
Signature Equity Partners, LLC24,231
0.2% of portfolio›$635.6K
McGlone Suttner Wealth Management, Inc.23,526
0.1% of portfolio›$617.1K
Asset One Wealth Management LLC23,355
0.1% of portfolio›$612.6K
Sagespring Wealth Partners, LLC22,974
0.0% of portfolio›$602.6K
Clearwave Capital, LLC22,367
0.3% of portfolio›$586.7K
Fearless Solutions, LLC dba Best Invest22,311
0.3% of portfolio›$585.2K
Capital Planning LLC21,760
0.2% of portfolio›$570.8K
Cooper Financial Group21,424
0.0% of portfolio›$561.9K
Tempus Wealth Planning, LLC21,319
0.1% of portfolio›$559.2K
Merited Wealth, LLC20,970
0.4% of portfolio›$550.0K
Creative Financial Designs Inc19,004
0.0% of portfolio›$498.5K
LexAurum Advisors, LLC18,907
0.1% of portfolio›$495.9K
Security Financial Services, Inc.18,815
0.1% of portfolio›$493.5K
MSH Capital Advisors LLC18,754
0.1% of portfolio›$491.9K
Fifth Third Securities, Inc.18,636
0.0% of portfolio›$488.8K
Sigma Planning Corp18,543
0.0% of portfolio›$490.2K
Freestate Advisors LLC17,362
0.4% of portfolio›$455.4K
Ascentis Independent Advisors16,299
0.0% of portfolio›$427.5K
Oppenheimer & Co Inc15,621
0.0% of portfolio›$409.7K
Global Financial Private Client, LLC15,607
0.1% of portfolio›$409.4K
Avidian Wealth Enterprises, LLC15,005
0.0% of portfolio›$393.6K
ACT Wealth Management, LLC14,980
0.1% of portfolio›$392.9K
Financial Perspectives, Inc14,722
0.1% of portfolio›$386.2K
Independent Financial Group, LLC13,713
0.0% of portfolio›$359.7K
First Heartland Consultants, Inc.13,660
0.0% of portfolio›$358.3K
Meadowbrook Wealth Management, LLC13,650
0.4% of portfolio›$358.0K
Summit Global Investments13,129
0.1% of portfolio›$344.0K
Gerber Kawasaki Wealth & Investment Management13,041
0.0% of portfolio›$342.1K
Capital Investment Advisory Services, LLC12,799
0.0% of portfolio›$337.3K
Brookstone Capital Management12,779
0.0% of portfolio›$335.2K
Clear Creek Financial Management, LLC12,670
0.0% of portfolio›$332.3K
Cornerstone Wealth Management, LLC12,635
0.0% of portfolio›$331.4K
Larson Financial Group LLC12,507
0.0% of portfolio›$328.1K
Vise Technologies, Inc.12,412
0.0% of portfolio›$325.6K
Klingman & Associates, LLC12,381
0.0% of portfolio›$324.8K
CoreCap Advisors, LLC12,295
0.0% of portfolio›$322.5K
Peterson Wealth Advisors, LLC12,228
0.0% of portfolio›$320.8K
Ashton Thomas Private Wealth, LLC11,978
0.0% of portfolio›$314.2K
National Wealth Management Group, LLC11,819
0.1% of portfolio›$310.0K
EverSource Wealth Advisors, LLC11,615
0.0% of portfolio›$304.7K
Jones Kertz & Associates, Inc.11,274
0.1% of portfolio›$295.7K
Visionary Wealth Advisors11,218
0.0% of portfolio›$294.2K
Northland Securities, Inc.11,172
0.2% of portfolio›$293.0K
Investment Planning Advisors, Inc.10,779
0.1% of portfolio›$282.7K
Equity Wealth Partners, LLC10,374
0.1% of portfolio›$272.1K
Carlson Financial, Inc.10,366
0.1% of portfolio›$271.9K
Flagship Wealth Advisors, LLC9,942
0.1% of portfolio›$260.8K
James J. Burns & Company, LLC9,871
0.0% of portfolio›$258.9K
Rose Capital Advisors LLC9,673
0.1% of portfolio›$253.7K
Smith Thornton Advisors LLC8,975
0.1% of portfolio›$235.4K
Opal Wealth Advisors, LLC8,778
0.0% of portfolio›$230.3K
AdvisorNet Financial, Inc8,695
0.0% of portfolio›$228.9K
Live Oak Investment Partners8,561
0.1% of portfolio›$224.6K
Ashton Thomas Securities, LLC8,110
0.0% of portfolio›$212.7K
Cape Investment Advisory, Inc.7,497
0.1% of portfolio›$196.7K
North Star Investment Management Corp.6,606
0.0% of portfolio›$173.3K
US Bancorp \de\4,595
0.0% of portfolio›$120.5K
Trust Co of Vermont4,027
0.0% of portfolio›$105.6K
Westside Investment Management, Inc.3,360
0.0% of portfolio›$88.1K
Olistico Wealth, LLC3,230
0.0% of portfolio›$84.7K
TD Waterhouse Canada Inc.2,700
0.0% of portfolio›$70.8K
Rossby Financial, LCC2,485
0.0% of portfolio›$65.2K
Nova Financial LLC2,198
0.0% of portfolio›$57.7K
GK Wealth Management LLC2,000
0.0% of portfolio›$52.5K
Latitude Advisors, LLC1,979
0.0% of portfolio›$51.9K
Hazlett, Burt & Watson, Inc.1,323
0.0% of portfolio›$35.0K
Lanark Financial, Inc.1,230
0.0% of portfolio›$32.3K
DeDora Capital, Inc.812
0.0% of portfolio›$21.3K
Provenance Wealth Advisors, LLC450
0.0% of portfolio›$11.8K
CX Institutional300
0.0% of portfolio›$8
Pinnacle Wealth Planning Services, Inc.240
0.0% of portfolio›$6.3K
Key FInancial Inc160
0.0% of portfolio›$4.2K
Dhjj Financial Advisors, Ltd.70
0.0% of portfolio›$1.8K
RHL Group, LLC10
0.0% of portfolio›$268
Marshall & Sterling Wealth Advisors Inc.9
0.0% of portfolio›$240
Farmers & Merchants Trust Co of Chambersburg PA1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Signature Estate & Investment Advisors LLC
3,697,625$97.0M1.7%ETFMediumLos Angeles, CA2026-10-13
Commonwealth Equity Services, LLC
3,153,812$82.7M0.1%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
2,290,249$60.1M0.3%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
1,431,506$37.7M0.1%CoreLowPlymouth, MN2026-10-13
Regatta Capital Group, LLC
971,313$25.5M3.2%ETFLowEl Segundo, CA2026-10-23
Kestra Advisory Services, LLC
868,945$22.8M0.1%CoreLowAustin, TX2026-11-02
TrueWealth Advisors, LLC
831,862$21.8M4.9%ETFMediumBirmingham, AL2026-10-09
J. Derek Lewis & Associates Inc.
826,082$21.7M3.9%ETFLowNewport Beach, CA2026-11-03
Redhawk Wealth Advisors, Inc.
752,732$19.7M2.0%ETFHighMinneapolis, MN2026-10-14
Prospera Financial Services Inc
658,592$17.4M0.2%CoreMediumDallas, TX2026-11-04
Vicus Capital
599,988$15.7M1.0%ETFMediumState College, PA2026-11-05
KWB Wealth
500,525$13.1M1.1%ETFMediumRedlands, CA2026-10-16
Markowski Investments
486,971$12.8M2.8%ETFN/ATampa, FL2026-10-30
Concurrent Investment Advisors, LLC
470,420$12.3M0.1%GrowthMediumTampa, FL2026-10-16
Souders Financial Advisors
454,843$11.9M1.2%ETFLowCincinnati, OH2026-11-03
Centennial Wealth Advisory LLC
451,485$11.8M2.4%ETFLowTraverse City, MI2026-10-16
Turning Point Benefit Group, Inc.
440,128$11.5M4.7%ETFMediumFrederick, MD2026-10-28
Onyx Bridge Wealth Group LLC
428,738$11.2M1.0%ETFMediumTarrytown, NY2026-10-16
Bouvel Investment Partners, LLC
420,811$11.0M2.5%Agg GrowthMediumPhoenixville, PA2026-10-13
Clear Trail Advisors, LLC
396,200$10.4M1.6%CoreLowHouston, TX2026-10-20
IFS Advisors, LLC
362,907$9.5M2.9%ETFLowOverland Park, KS2026-10-14
Main Line Retirement Advisors, LLC
354,197$9.3M4.1%ETFLowWhitefish, MT2026-10-14
Bond & Devick Financial Network, Inc.
341,531$9.0M2.2%ETFVery LowSt. Louis Park, MN2026-10-23
Skyline Advisors, Inc.
333,196$8.7M2.7%ETFMediumBellingham, WA2026-11-03
Clarity Asset Management, Inc.
325,153$8.5M4.2%ETFHighAmes, IA2026-10-14
Citigroup Inc
322,374$8.5M0.0%CoreMediumNew York, NY2026-11-04
BNB Wealth Management, LLC
300,195$7.9M4.3%ETFMediumSilver Spring, MD2026-10-28
Carmel Capital Partners, LLC
293,376$7.7M2.8%ValueMediumSan Diego, CA2026-11-03
Thayer Financial, L.L.C.
290,946$7.6M6.9%ETFMediumHickory, NC2026-10-21
Cullen T Bankers, Inc.
269,274$7.1M0.1%GrowthLowSan Antonio, TX2026-10-28
Truist Financial Corp
263,314$6.9M0.0%CoreLowCharlotte, NC2026-10-30
Confluence Wealth Services, Inc.
234,089$6.1M0.2%ETFVery LowMcmurray, PA2026-11-05
NWF Advisory Services Inc.
218,126$5.7M0.5%GARPLowLos Angeles, CA2026-10-19
LCW Services, LLC
210,700$5.5M2.3%ETFLowVirginia Beach, VA2026-10-21
Davenport & Co LLC
194,702$5.1M0.0%CoreMediumRichmond, VA2026-10-14
Strategic Family Wealth Counselors, L.L.C.
193,197$5.1M1.2%ETFVery LowFairfield, NJ2026-10-29
Stewardship Concepts Financial Services LLC
190,745$5.0M3.3%ETFLowSpokane, WA2026-10-06
Assetmark, Inc
184,393$4.8M0.0%ETFLowConcord, CA2026-10-21
LifeGoal Investments, LLC
173,716$4.6M1.4%ETFLowSaratoga Springs, NY2026-10-09
LongView Wealth Management
170,430$4.5M1.1%ETFLowAtlanta, GA2026-10-19
Mission Wealth Management, LP
165,358$4.3M0.1%ETFLowSanta Barbara, CA2026-10-15
NewCorp Financial Services, Inc.
162,426$4.3M3.2%ETFLowAlpharetta, GA2026-10-14
Lodestone Wealth Management LLC
157,426$4.1M1.4%CoreLowSpokane, WA2026-10-14
Dynamic Advisor Solutions LLC
151,380$4.0M0.1%ETFLowPhoenix, AZ2026-10-13
Thrivent Financial for Lutherans
145,141$3.8M0.0%GARPMediumMinneapolis, MN2026-11-05
D.A. Davidson & Co.
143,907$3.8M0.0%CoreLowGreat Falls, MT2026-10-28
Atria Investments, Inc
143,333$3.8M0.0%CoreMediumCharlotte, NC2026-10-15
B. Riley Wealth Advisors, Inc.
136,642$3.6M0.1%GrowthLowMemphis, TN2026-10-13
Fiduciary Alliance LLC
132,674$3.5M0.3%CoreMediumGreenville, SC2026-10-13
PFG Advisors
131,974$3.5M0.2%ETFMediumPhoenix, AZ2026-10-16
Schuylkill Financial LLC
129,526$3.4M3.3%ETFN/AWyomissing, PA2026-10-21
Mascagni Wealth Management, Inc.
123,838$3.2M2.0%ETFLowClinton, MS2026-10-23
Sowell Financial Services LLC
121,934$3.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Compass Financial Management LLC
120,153$3.2M0.3%CoreN/ATampa, FL2026-10-30
CLG LLC
119,243$3.1M0.7%ETFMediumLong Beach, CA2026-10-13
Hartmann Taylor Wealth Management, LLC
115,938$3.0M1.7%ETFVery LowDallas, TX2026-10-14
Seamount Financial Group Inc
115,435$3.0M1.2%ETFLowColorado Springs, CO2026-10-21
Venture Visionary Partners LLC
114,236$3.0M0.1%CoreLowSylvania, OH2026-10-07
Forthright Family Wealth Advisory LLC
114,148$3.0M1.7%ETFHighHouston, TX2026-11-03
Wealthcare Advisory Partners LLC
112,627$3.0M0.1%ETFLowWest Chester, PA2026-10-21
MGO One Seven LLC
111,090$2.9M0.0%GrowthLowBeachwood, OH2026-10-28
Cadent Capital Advisors, LLC
107,055$2.8M0.6%ETFHighTulsa, OK2026-10-09
Boyer Financial Services, Inc.
105,658$2.8M2.2%ETFLowNewport Beach, CA2026-10-23
Rubicon Advisors, GP
99,717$2.6M1.8%GrowthMediumRedding, CA2026-10-23
Transcendent Capital Group LLC
97,954$2.6M1.0%ETFMediumEdmond, OK2026-10-28
Total Clarity Wealth Management, Inc.
94,391$2.5M0.5%ETFMediumSt. Charles, IL2026-10-26
Spire Wealth Management
90,831$2.4M0.1%GrowthMediumMclean, VA2026-10-30
Cottage Street Advisors LLC
90,732$2.4M0.9%GrowthLowMarion, MA2026-10-19
MFA Wealth Services
85,676$2.2M1.3%ETFLowThousand Oaks, CA2026-10-14
Bank of New York Mellon Corp
83,869$2.2M0.0%CoreLowNew York, NY2026-11-05
Fifth Third Bancorp
80,123$2.1M0.0%IndexVery LowCincinnati, OH2026-11-05
AA Financial Advisors, LLC
78,488$2.1M0.2%ETFMediumColumbus, OH2026-10-19
Novem Group
71,548$1.9M0.2%ETFMediumRochester, NY2026-10-19
ProCore Advisors, LLC
71,538$1.9M2.3%GARPLowNewport Beach, CA2026-10-14
Wedbush Securities Inc
71,295$1.9M0.1%CoreLowPasadena, CA2026-10-22
Scott Capital Advisors, LLC
70,878$1.9M0.3%ETFVery LowPortland, OR2026-10-13
J.W. Cole Advisors, Inc.
70,693$1.9M0.0%IndexLowTampa, FL2026-11-05
International Assets Investment Management, LLC
70,634$1.9M0.1%CoreVery HighOrlando, FL2026-11-02
Advisortrust Partners, LLC
69,312$1.8M0.6%CoreHighRaleigh, NC2026-11-02
Schmidt P J Investment Management Inc
65,500$1.7M0.3%GrowthVery LowCedarburg, WI2026-11-02
Diversify Wealth Management, LLC
59,418$1.6M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
59,418$1.6M0.0%GrowthLowSandy, UT2026-10-20
Michael Brady & Co., LLC
59,216$1.6M1.4%ETFLowWestlake, OH2026-10-23
Farther Finance Advisors, LLC
58,549$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Argyle Capital Partners, LLC
58,020$1.5M0.9%CoreLowLos Angeles, CA2026-10-23
Nations Financial Group Inc,
57,691$1.5M0.1%CoreLowCedar Rapids, IA2026-11-05
Richards, Merrill & Peterson, Inc.
56,920$1.5M0.5%GrowthLowSpokane, WA2026-10-19
Midwest Financial Network, LLC
56,156$1.5M1.0%ETFHighTinley Park, IL2026-10-13
Stonebridge Financial Group, LLC
54,434$1.4M0.1%ETFMediumWormleysburg, PA2026-10-01
Prime Capital Investment Advisors, LLC
50,890$1.3M0.0%ETFLowOverland Park, KS2026-10-20
Koshinski Asset Management, Inc.
50,839$1.3M0.1%ETFLowDecatur, IL2026-10-29
Flagship Harbor Advisors, LLC
50,643$1.3M0.0%ETFMediumBoston, MA2026-10-26
Private Trust Co NA
49,461$1.3M0.1%CoreLowCleveland, OH2026-10-20
Sovran Advisors, LLC
48,867$1.3M0.1%ETFMediumSan Diego, CA2026-11-02
Apollon Wealth Management, LLC
48,845$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
IFP Advisors, Inc
47,901$1.3M0.0%GrowthLowTampa, FL2026-10-16
Kestra Investment Management, LLC
46,760$1.2M0.0%ETFMediumAustin, TX2026-11-04
Blueprint Financial Advisors LLC
46,021$1.2M0.1%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
46,021$1.2M0.1%ETFMediumGreensboro, NC2026-10-28
Burford Brothers, Inc.
46,006$1.2M0.4%CoreLowDallas, TX2026-10-21
Kachkovsky & Fisher, Inc.
41,729$1.1M1.0%ETFN/ASan Diego, CA2026-10-21
Trilogy Capital Inc.
39,998$1.0M0.0%ETFMediumIrvine, CA2026-10-20
Trademark Financial Management, LLC
39,458$1.0M0.4%ETFMediumBloomington, MN2026-10-23
M.E. Allison & Co., Inc.
39,340$1.0M0.6%CoreLowSan Antonio, TX2026-10-09
Uhlmann Price Securities, LLC
37,316$978.8K0.1%Agg GrowthLowSkokie, IL2026-11-03
Alchemi Wealth, LLC
37,289$978.1K0.4%CoreLowEssex, CT2026-11-04
VestGen Advisors, LLC
36,839$966.3K0.0%GrowthMediumChicago, IL2026-10-27
Waterfront Wealth Inc.
35,388$934.1K0.1%ValueLowOverland Park, KS2026-11-03
Balboa Wealth Partners
34,630$908.4K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Pines Wealth Management, LLC
32,889$862.7K0.2%GrowthLowSouthern Pines, NC2026-10-21
Daymark Wealth Partners, LLC
32,471$851.7K0.0%CoreLowCincinnati, OH2026-11-04
Lantern Wealth Advisors, LLC
31,238$819.4K0.4%GrowthLowMelville, NY2026-10-22
Gutierrez Wealth Advisory, LLC
30,742$806.4K0.4%ETFLowLittle Rock, AR2026-11-02
RFG Advisory, LLC
30,556$801.5K0.0%ETFMediumBirmingham, AL2026-11-03
True Blue Financial, LLC
29,931$785.1K0.3%ETFLowStevensville, MI2026-10-15
Kestra Private Wealth Services, LLC
28,447$746.2K0.0%GrowthLowAustin, TX2026-10-30
AlphaCore Capital LLC
27,838$730.3K0.0%ETFLowLa Jolla, CA2026-11-04
StoneX Group Inc.
26,272$701.8K0.0%ETFMediumNew York, NY2026-11-03
Titleist Asset Management, LLC
26,095$684.5K0.0%ETFLowSan Antonio, TX2026-10-08
Integrity Advisory Solutions, LLC
25,826$677.4K0.1%ETFMediumDallas, TX2026-10-29
Cap Partners, LLC
24,538$643.6K0.3%ETFLowFranklin, TN2026-10-19
Midwest Heritage Bank, FSB
24,333$638.3K0.2%ETFVery LowWest Des Moines, IA2026-10-26
Signature Equity Partners, LLC
24,231$635.6K0.2%GrowthMediumColumbus, OH2026-10-29
McGlone Suttner Wealth Management, Inc.
23,526$617.1K0.1%ETFVery LowAppleton, WI2026-10-13
Asset One Wealth Management LLC
23,355$612.6K0.1%GrowthLowBellevue, WA2026-11-02
Sagespring Wealth Partners, LLC
22,974$602.6K0.0%ETFLowFranklin, TN2026-10-22
Clearwave Capital, LLC
22,367$586.7K0.3%GrowthLowUpland, CA2026-10-27
Fearless Solutions, LLC dba Best Invest
22,311$585.2K0.3%ETFLowSan Antonio, TX2026-10-14
Capital Planning LLC
21,760$570.8K0.2%ETFLowBellevue, WA2026-10-09
Cooper Financial Group
21,424$561.9K0.0%GrowthMediumIrvine, CA2026-10-07
Tempus Wealth Planning, LLC
21,319$559.2K0.1%ETFMediumIrvine, CA2026-10-14
Merited Wealth, LLC
20,970$550.0K0.4%ETFMediumNorth Bay Village, FL2026-10-13
Creative Financial Designs Inc
19,004$498.5K0.0%ETFMediumKokomo, IN2026-11-04
LexAurum Advisors, LLC
18,907$495.9K0.1%ETFLowOverland Park, KS2026-10-19
Security Financial Services, Inc.
18,815$493.5K0.1%ETFMediumFort Wayne, IN2026-10-29
MSH Capital Advisors LLC
18,754$491.9K0.1%CoreLowScottsdale, AZ2026-11-03
Fifth Third Securities, Inc.
18,636$488.8K0.0%ETFLowCincinnati, OH2026-10-21
Sigma Planning Corp
18,543$490.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Freestate Advisors LLC
17,362$455.4K0.4%ETFVery LowOverland Park, KS2026-10-09
Ascentis Independent Advisors
16,299$427.5K0.0%ETFLowDallas, TX2026-11-03
Oppenheimer & Co Inc
15,621$409.7K0.0%CoreLowNew York, NY2026-10-26
Global Financial Private Client, LLC
15,607$409.4K0.1%GrowthLowSarasota, FL2026-10-15
Avidian Wealth Enterprises, LLC
15,005$393.6K0.0%ETFLowHouston, TX2026-10-08
ACT Wealth Management, LLC
14,980$392.9K0.1%ETFVery LowPlano, TX2026-10-09
Financial Perspectives, Inc
14,722$386.2K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Independent Financial Group, LLC
13,713$359.7K0.0%GrowthLowSan Diego, CA2026-10-13
First Heartland Consultants, Inc.
13,660$358.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Meadowbrook Wealth Management, LLC
13,650$358.0K0.4%GrowthMediumGarden City, NY2026-10-08
Summit Global Investments
13,129$344.0K0.1%CoreMediumBountiful, UT2026-10-28
Gerber Kawasaki Wealth & Investment Management
13,041$342.1K0.0%ETFLowSanta Monica, CA2026-10-29
Capital Investment Advisory Services, LLC
12,799$337.3K0.0%CoreMediumRaleigh, NC2026-10-30
Brookstone Capital Management
12,779$335.2K0.0%ETFMediumWheaton, IL2026-10-22
Clear Creek Financial Management, LLC
12,670$332.3K0.0%ETFMediumSilverdale, WA2026-10-28
Cornerstone Wealth Management, LLC
12,635$331.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Larson Financial Group LLC
12,507$328.1K0.0%GrowthLowSt Louis, MO2026-11-05
Vise Technologies, Inc.
12,412$325.6K0.0%IndexLowNew York, NY2026-10-29
Klingman & Associates, LLC
12,381$324.8K0.0%ETFVery LowNew York, NY2026-10-20
CoreCap Advisors, LLC
12,295$322.5K0.0%ETFMediumSouthfield, MI2026-10-08
Peterson Wealth Advisors, LLC
12,228$320.8K0.0%ETFLowOrem, UT2026-10-08
Ashton Thomas Private Wealth, LLC
11,978$314.2K0.0%CoreMediumScottsdale, AZ2026-11-03
National Wealth Management Group, LLC
11,819$310.0K0.1%ETFMediumCincinnati, OH2026-10-26
EverSource Wealth Advisors, LLC
11,615$304.7K0.0%CoreMediumBirmingham, AL2026-11-04
Jones Kertz & Associates, Inc.
11,274$295.7K0.1%GrowthLowBlaine, MN2026-10-28
Visionary Wealth Advisors
11,218$294.2K0.0%ETFLowO'Fallon, IL2026-11-04
Northland Securities, Inc.
11,172$293.0K0.2%ETFLowMinneapolis, MN2026-11-02
Investment Planning Advisors, Inc.
10,779$282.7K0.1%ETFMediumCumming, GA2026-10-14
Equity Wealth Partners, LLC
10,374$272.1K0.1%ETFVery LowIndependence, MO2026-10-26
Carlson Financial, Inc.
10,366$271.9K0.1%GrowthLowCanby, OR2026-11-05
Flagship Wealth Advisors, LLC
9,942$260.8K0.1%ETFLowWakefield, MA2026-11-03
James J. Burns & Company, LLC
9,871$258.9K0.0%ETFVery LowMelville, NY2026-10-22
Rose Capital Advisors LLC
9,673$253.7K0.1%ETFN/AMiami Beach, FL2026-11-04
Smith Thornton Advisors LLC
8,975$235.4K0.1%ETFVery LowHuntsville, AL2026-10-16
Opal Wealth Advisors, LLC
8,778$230.3K0.0%ETFLowJericho, NY2026-10-16
AdvisorNet Financial, Inc
8,695$228.9K0.0%ETFLowMinnetonka, MN2026-10-15
Live Oak Investment Partners
8,561$224.6K0.1%ETFMediumAustin, TX2026-10-23
Ashton Thomas Securities, LLC
8,110$212.7K0.0%ETFMediumRochester, NY2026-10-26
Cape Investment Advisory, Inc.
7,497$196.7K0.1%ETFLowMcdonough, GA2026-10-13
North Star Investment Management Corp.
6,606$173.3K0.0%CoreLowChicago, IL2026-10-27
US Bancorp \de\
4,595$120.5K0.0%IndexLowMinneapolis, MN2026-11-05
Trust Co of Vermont
4,027$105.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Westside Investment Management, Inc.
3,360$88.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Olistico Wealth, LLC
3,230$84.7K0.0%GrowthVery LowTulsa, OK2026-10-05
TD Waterhouse Canada Inc.
2,700$70.8K0.0%CoreLowToronto, Australia2026-10-16
Rossby Financial, LCC
2,485$65.2K0.0%ETFMediumMelbourne, FL2026-11-05
Nova Financial LLC
2,198$57.7K0.0%N/AN/ATucson, AZ2026-11-04
GK Wealth Management LLC
2,000$52.5K0.0%GARPVery HighReno, NV2026-10-09
Latitude Advisors, LLC
1,979$51.9K0.0%ETFLowYorkville, IL2026-10-27
Hazlett, Burt & Watson, Inc.
1,323$35.0K0.0%CoreVery LowWheeling, WV2026-11-04
Lanark Financial, Inc.
1,230$32.3K0.0%CoreMediumBirmingham, AL2026-10-26
DeDora Capital, Inc.
812$21.3K0.0%ETFVery LowNapa, CA2026-10-26
Provenance Wealth Advisors, LLC
450$11.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
CX Institutional
300$80.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Wealth Planning Services, Inc.
240$6.3K0.0%GARPLowMansfield, OH2026-10-27
Key FInancial Inc
160$4.2K0.0%ETFLowWest Chester, PA2026-11-02
Dhjj Financial Advisors, Ltd.
70$1.8K0.0%ETFVery LowNaperville, IL2026-10-23
RHL Group, LLC
10$2680.0%ETFVery HighHolly, MI2026-11-04
Marshall & Sterling Wealth Advisors Inc.
9$2400.0%ETFMediumPoughkeepsie, NY2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
1$00.0%GARPLowChambersburg, PA2026-10-14