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Cap Group Core Bond (CGCB)

CUSIP: 14020Y508 | NYSE | 351 institutional holders

Quarters

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

Johnson Bixby & Associates, LLC2,618,848
7.1% of portfolio›$65.4M
Cambridge Investment Research Advisors, Inc.1,855,770
0.3% of portfolio›$46.4M
Larson Financial Group LLC1,824,415
1.1% of portfolio›$45.6M
Intrua Financial, LLC1,252,883
2.9% of portfolio›$31.3M
Spinnaker Investment Group, LLC1,122,974
4.4% of portfolio›$28.1M
Leverty Financial Group, LLC1,103,427
5.0% of portfolio›$27.6M
Commonwealth Equity Services, LLC1,023,743
0.0% of portfolio›$25.6M
Quadcap Wealth Management, LLC1,008,631
2.4% of portfolio›$25.2M
Cannon Financial Strategists, Inc.945,111
2.7% of portfolio›$23.6M
Wealth Enhancement Advisory Services, LLC936,462
0.0% of portfolio›$23.5M
BIP Wealth, LLC898,932
0.6% of portfolio›$22.5M
D.A. Davidson & Co.829,001
0.1% of portfolio›$20.7M
AdvisorNet Financial, Inc800,434
0.9% of portfolio›$20.1M
Aprio Wealth Management, LLC732,009
0.8% of portfolio›$18.3M
MGO One Seven LLC634,674
0.3% of portfolio›$15.9M
Clear Trail Advisors, LLC628,981
2.4% of portfolio›$15.7M
Greenbush Financial Group, LLC610,505
4.5% of portfolio›$15.3M
Kestra Advisory Services, LLC525,555
0.0% of portfolio›$13.1M
Visionary Wealth Advisors501,882
0.5% of portfolio›$12.5M
J. Derek Lewis & Associates Inc.484,542
2.2% of portfolio›$12.1M
Sovran Advisors, LLC441,807
0.8% of portfolio›$11.2M
Gerber Kawasaki Wealth & Investment Management427,744
0.3% of portfolio›$10.7M
KWB Wealth401,603
0.9% of portfolio›$10.0M
Strategic Family Wealth Counselors, L.L.C.380,027
2.2% of portfolio›$9.5M
Tsfg, LLC338,865
4.4% of portfolio›$8.5M
Apollon Wealth Management, LLC337,458
0.1% of portfolio›$8.4M
Farther Finance Advisors, LLC332,106
0.1% of portfolio›$8.3M
Truist Financial Corp297,006
0.0% of portfolio›$7.4M
Clarity Asset Management, Inc.288,575
3.5% of portfolio›$7.2M
Freedom Financial Partners LLC278,971
2.3% of portfolio›$7.0M
Sunpointe, LLC233,761
1.8% of portfolio›$5.8M
Concurrent Investment Advisors, LLC232,063
0.0% of portfolio›$5.8M
Cullen T Bankers, Inc.229,404
0.1% of portfolio›$5.7M
Assetmark, Inc225,861
0.0% of portfolio›$5.6M
Smith Thornton Advisors LLC217,699
2.4% of portfolio›$5.4M
Strid Group, LLC213,440
0.6% of portfolio›$5.3M
Uptick Partners, LLC208,256
0.7% of portfolio›$5.2M
Boyer Financial Services, Inc.191,860
3.8% of portfolio›$4.8M
Stewardship Concepts Financial Services LLC175,869
2.9% of portfolio›$4.4M
Mission Wealth Management, LP171,534
0.1% of portfolio›$4.3M
InTrack Investment Management Inc162,156
2.0% of portfolio›$4.1M
Copper Harbor Investment Advisors, LLC154,454
0.8% of portfolio›$3.9M
Signature Estate & Investment Advisors LLC149,210
0.1% of portfolio›$3.7M
Fiduciary Alliance LLC139,232
0.3% of portfolio›$3.5M
Venture Visionary Partners LLC136,650
0.1% of portfolio›$3.4M
Saxony Capital Management, LLC134,673
1.4% of portfolio›$3.4M
Dynamic Advisor Solutions LLC132,420
0.1% of portfolio›$3.3M
Quantum Financial Partners LLC120,217
1.5% of portfolio›$3.0M
Richards, Merrill & Peterson, Inc.117,096
0.9% of portfolio›$2.9M
LongView Wealth Management114,817
0.7% of portfolio›$2.9M
United Advisor Group, LLC106,070
0.3% of portfolio›$2.6M
Prospera Financial Services Inc101,598
0.0% of portfolio›$2.6M
KPP Advisory Services LLC100,700
0.4% of portfolio›$2.5M
Lodestone Wealth Management LLC93,309
0.8% of portfolio›$2.3M
Heritage Wealth Management, Inc.90,618
0.6% of portfolio›$2.3M
Independent Financial Group, LLC87,159
0.0% of portfolio›$2.2M
True Blue Financial, LLC85,418
0.8% of portfolio›$2.1M
Meridian Wealth Management, LLC81,832
0.1% of portfolio›$2.0M
Kestra Private Wealth Services, LLC77,201
0.0% of portfolio›$1.9M
Bill Few Associates, Inc.75,647
0.4% of portfolio›$1.9M
CWS Financial Advisors, LLC72,795
0.4% of portfolio›$1.8M
Bank of New York Mellon Corp71,272
0.0% of portfolio›$1.8M
Birchwood Financial Partners, Inc.66,211
1.2% of portfolio›$1.7M
Diversify Advisory Services, LLC65,798
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC65,798
0.0% of portfolio›$1.7M
AA Financial Advisors, LLC64,052
0.2% of portfolio›$1.6M
Blueprint Investment Partners LLC57,718
0.1% of portfolio›$1.4M
Blueprint Financial Advisors LLC57,718
0.2% of portfolio›$1.4M
Fifth Third Bancorp53,888
0.0% of portfolio›$1.3M
Clear Point Advisors Inc.52,011
0.9% of portfolio›$1.3M
Perigon Wealth Management, LLC49,412
0.0% of portfolio›$1.2M
Prosperity Financial Group, Inc.48,567
0.4% of portfolio›$1.2M
Regatta Capital Group, LLC44,198
0.1% of portfolio›$1.1M
RFG Advisory, LLC44,121
0.0% of portfolio›$1.1M
Pines Wealth Management, LLC43,513
0.3% of portfolio›$1.1M
Cornerstone Wealth Management, LLC41,975
0.0% of portfolio›$1.0M
Financial Perspectives, Inc41,386
0.2% of portfolio›$1.0M
Hunter Associates Investment Management LLC38,245
0.2% of portfolio›$954.0K
Michael Brady & Co., LLC37,943
0.9% of portfolio›$947.8K
Alchemi Wealth, LLC37,512
0.4% of portfolio›$937.1K
Capital Management Associates, Inc36,661
0.2% of portfolio›$915.8K
Gutierrez Wealth Advisory, LLC32,108
0.4% of portfolio›$802.1K
Atria Investments, Inc31,765
0.0% of portfolio›$793.5K
Tempus Wealth Planning, LLC31,621
0.2% of portfolio›$789.9K
Sagespring Wealth Partners, LLC28,936
0.0% of portfolio›$722.8K
Lantern Wealth Advisors, LLC28,670
0.3% of portfolio›$716.2K
Sigma Planning Corp28,149
0.0% of portfolio›$703.2K
Koshinski Asset Management, Inc.27,757
0.0% of portfolio›$693.4K
Hartmann Taylor Wealth Management, LLC27,404
0.4% of portfolio›$684.6K
PFG Advisors26,713
0.0% of portfolio›$667.3K
Harbor Investment Advisory, LLC26,233
0.0% of portfolio›$655.3K
Signature Equity Partners, LLC25,501
0.2% of portfolio›$637.0K
Confluence Wealth Services, Inc.24,804
0.0% of portfolio›$619.6K
William Mack & Associates, Inc.24,682
0.2% of portfolio›$616.6K
Security Financial Services, Inc.24,330
0.1% of portfolio›$607.8K
Nations Financial Group Inc,23,821
0.0% of portfolio›$595.1K
Merited Wealth, LLC22,981
0.4% of portfolio›$574.1K
Clearwave Capital, LLC21,782
0.3% of portfolio›$544.1K
NewCorp Financial Services, Inc.20,985
0.4% of portfolio›$524.2K
Vicus Capital20,822
0.0% of portfolio›$520.1K
Freestate Advisors LLC20,428
0.4% of portfolio›$510.3K
Ascentis Independent Advisors17,651
0.0% of portfolio›$440.9K
Midwest Heritage Bank, FSB17,221
0.1% of portfolio›$430.2K
Private Trust Co NA16,882
0.0% of portfolio›$421.7K
Keeler & Nadler Financial Planning & Wealth Management14,630
0.1% of portfolio›$365.5K
Summit Global Investments13,771
0.1% of portfolio›$344.0K
Vise Technologies, Inc.12,714
0.0% of portfolio›$317.6K
Rhodes Investment Advisors Inc12,700
0.2% of portfolio›$317.2K
K2 Financial Inc.12,576
0.2% of portfolio›$314.9K
Ashton Thomas Private Wealth, LLC12,465
0.0% of portfolio›$311.4K
Creative Financial Designs Inc11,474
0.0% of portfolio›$286.6K
Private Client Services, LLC10,858
0.1% of portfolio›$271.2K
Y-Intercept (Hong Kong) Ltd10,850
0.0% of portfolio›$271.0K
Financial & Tax Architects, LLC10,825
0.1% of portfolio›$270.4K
Wealthcare Advisory Partners LLC10,721
0.0% of portfolio›$267.8K
Trilogy Capital Inc.10,410
0.0% of portfolio›$260.0K
Brookstone Capital Management10,158
0.0% of portfolio›$253.7K
Orca Wealth Management, LLC9,766
0.1% of portfolio›$244.0K
NWF Advisory Services Inc.8,878
0.0% of portfolio›$221.8K
Creative Planning8,726
0.0% of portfolio›$218.0K
Oppenheimer & Co Inc8,636
0.0% of portfolio›$215.7K
Peterson Wealth Advisors, LLC8,516
0.0% of portfolio›$212.7K
Integrity Advisory Solutions, LLC8,184
0.0% of portfolio›$204.4K
Titleist Asset Management, LLC8,175
0.0% of portfolio›$204.2K
Fifth Third Securities, Inc.8,049
0.0% of portfolio›$201.1K
Capital Investment Advisory Services, LLC6,157
0.0% of portfolio›$154.5K
Ashton Thomas Securities, LLC5,603
0.0% of portfolio›$140.0K
AlphaCore Capital LLC5,175
0.0% of portfolio›$129.4K
Barrett & Company, Inc.4,169
0.0% of portfolio›$104.1K
IFP Advisors, Inc3,508
0.0% of portfolio›$87.6K
Flagship Wealth Advisors, LLC3,089
0.0% of portfolio›$77.2K
Latitude Advisors, LLC1,066
0.0% of portfolio›$26.6K
Arvest Investments, Inc.976
0.0% of portfolio›$24.4K
Golden State Wealth Management, LLC750
0.0% of portfolio›$18.7K
Provenance Wealth Advisors, LLC722
0.0% of portfolio›$18.0K
Rossby Financial, LCC165
0.0% of portfolio›$4.1K
Cape Investment Advisory, Inc.152
0.0% of portfolio›$3.8K
EverSource Wealth Advisors, LLC90
0.0% of portfolio›$2.2K
IFS Advisors, LLC74
0.0% of portfolio›$1.9K
Marshall & Sterling Wealth Advisors Inc.17
0.0% of portfolio›$435
StyleTurnoverLocationFiled
Johnson Bixby & Associates, LLC
2,618,848$65.4M7.1%ETFMediumVancouver, WA2026-10-14
Cambridge Investment Research Advisors, Inc.
1,855,770$46.4M0.3%ETFLowFairfield, IA2026-11-02
Larson Financial Group LLC
1,824,415$45.6M1.1%GrowthLowSt Louis, MO2026-11-05
Intrua Financial, LLC
1,252,883$31.3M2.9%ETFMediumHouston, TX2026-10-28
Spinnaker Investment Group, LLC
1,122,974$28.1M4.4%ETFLowNewport Beach, CA2026-10-13
Leverty Financial Group, LLC
1,103,427$27.6M5.0%ETFVery LowHudson, WI2026-10-08
Commonwealth Equity Services, LLC
1,023,743$25.6M0.0%ETFLowWaltham, MA2026-11-02
Quadcap Wealth Management, LLC
1,008,631$25.2M2.4%ETFLowFrisco, TX2026-11-02
Cannon Financial Strategists, Inc.
945,111$23.6M2.7%ETFVery LowAthens, GA2026-10-19
Wealth Enhancement Advisory Services, LLC
936,462$23.5M0.0%CoreLowPlymouth, MN2026-10-13
BIP Wealth, LLC
898,932$22.5M0.6%ETFMediumAtlanta, GA2026-10-22
D.A. Davidson & Co.
829,001$20.7M0.1%CoreLowGreat Falls, MT2026-10-28
AdvisorNet Financial, Inc
800,434$20.1M0.9%ETFLowMinnetonka, MN2026-10-15
Aprio Wealth Management, LLC
732,009$18.3M0.8%ETFMediumAtlanta, GA2026-10-28
MGO One Seven LLC
634,674$15.9M0.3%GrowthLowBeachwood, OH2026-10-28
Clear Trail Advisors, LLC
628,981$15.7M2.4%CoreLowHouston, TX2026-10-20
Greenbush Financial Group, LLC
610,505$15.3M4.5%ETFLowAlbany, NY2026-10-15
Kestra Advisory Services, LLC
525,555$13.1M0.0%CoreLowAustin, TX2026-11-02
Visionary Wealth Advisors
501,882$12.5M0.5%ETFLowO'Fallon, IL2026-11-04
J. Derek Lewis & Associates Inc.
484,542$12.1M2.2%ETFLowNewport Beach, CA2026-11-03
Sovran Advisors, LLC
441,807$11.2M0.8%ETFMediumSan Diego, CA2026-11-02
Gerber Kawasaki Wealth & Investment Management
427,744$10.7M0.3%ETFLowSanta Monica, CA2026-10-29
KWB Wealth
401,603$10.0M0.9%ETFMediumRedlands, CA2026-10-16
Strategic Family Wealth Counselors, L.L.C.
380,027$9.5M2.2%ETFVery LowFairfield, NJ2026-10-29
Tsfg, LLC
338,865$8.5M4.4%ETFLowLake Forest, IL2026-10-23
Apollon Wealth Management, LLC
337,458$8.4M0.1%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
332,106$8.3M0.1%IndexLowSan Francisco, CA2026-10-08
Truist Financial Corp
297,006$7.4M0.0%CoreLowCharlotte, NC2026-10-30
Clarity Asset Management, Inc.
288,575$7.2M3.5%ETFHighAmes, IA2026-10-14
Freedom Financial Partners LLC
278,971$7.0M2.3%ETFLowOakdale, MN2026-10-19
Sunpointe, LLC
233,761$5.8M1.8%GrowthMediumSt. Louis, MO2026-10-22
Concurrent Investment Advisors, LLC
232,063$5.8M0.0%GrowthMediumTampa, FL2026-10-16
Cullen T Bankers, Inc.
229,404$5.7M0.1%GrowthLowSan Antonio, TX2026-10-28
Assetmark, Inc
225,861$5.6M0.0%ETFLowConcord, CA2026-10-21
Smith Thornton Advisors LLC
217,699$5.4M2.4%ETFVery LowHuntsville, AL2026-10-16
Strid Group, LLC
213,440$5.3M0.6%ETFLowNewtown Square, PA2026-10-28
Uptick Partners, LLC
208,256$5.2M0.7%ETFLowNacogdoches, TX2026-11-04
Boyer Financial Services, Inc.
191,860$4.8M3.8%ETFLowNewport Beach, CA2026-10-23
Stewardship Concepts Financial Services LLC
175,869$4.4M2.9%ETFLowSpokane, WA2026-10-06
Mission Wealth Management, LP
171,534$4.3M0.1%ETFLowSanta Barbara, CA2026-10-15
InTrack Investment Management Inc
162,156$4.1M2.0%GrowthMediumSouth Burlington, VT2026-10-15
Copper Harbor Investment Advisors, LLC
154,454$3.9M0.8%ETFN/AAppleton, WI2026-10-16
Signature Estate & Investment Advisors LLC
149,210$3.7M0.1%ETFMediumLos Angeles, CA2026-10-13
Fiduciary Alliance LLC
139,232$3.5M0.3%CoreMediumGreenville, SC2026-10-13
Venture Visionary Partners LLC
136,650$3.4M0.1%CoreLowSylvania, OH2026-10-07
Saxony Capital Management, LLC
134,673$3.4M1.4%ETFMediumSt. Louis, MO2026-10-15
Dynamic Advisor Solutions LLC
132,420$3.3M0.1%ETFLowPhoenix, AZ2026-10-13
Quantum Financial Partners LLC
120,217$3.0M1.5%ETFN/AOverland Park, KS2026-10-19
Richards, Merrill & Peterson, Inc.
117,096$2.9M0.9%GrowthLowSpokane, WA2026-10-19
LongView Wealth Management
114,817$2.9M0.7%ETFLowAtlanta, GA2026-10-19
United Advisor Group, LLC
106,070$2.6M0.3%ETFLowCincinnati, OH2026-11-03
Prospera Financial Services Inc
101,598$2.6M0.0%CoreMediumDallas, TX2026-11-04
KPP Advisory Services LLC
100,700$2.5M0.4%GrowthMediumLouisville, KY2026-10-26
Lodestone Wealth Management LLC
93,309$2.3M0.8%CoreLowSpokane, WA2026-10-14
Heritage Wealth Management, Inc.
90,618$2.3M0.6%CoreLowCincinnati, OH2026-10-28
Independent Financial Group, LLC
87,159$2.2M0.0%GrowthLowSan Diego, CA2026-10-13
True Blue Financial, LLC
85,418$2.1M0.8%ETFLowStevensville, MI2026-10-15
Meridian Wealth Management, LLC
81,832$2.0M0.1%GrowthLowLexington, KY2026-11-05
Kestra Private Wealth Services, LLC
77,201$1.9M0.0%GrowthLowAustin, TX2026-10-30
Bill Few Associates, Inc.
75,647$1.9M0.4%CoreVery LowSewickley, PA2026-10-09
CWS Financial Advisors, LLC
72,795$1.8M0.4%ETFVery LowKalamazoo, MI2026-10-16
Bank of New York Mellon Corp
71,272$1.8M0.0%CoreLowNew York, NY2026-11-05
Birchwood Financial Partners, Inc.
66,211$1.7M1.2%ETFVery LowBloomington, MN2026-11-02
Diversify Advisory Services, LLC
65,798$1.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
65,798$1.7M0.0%GrowthMediumSandy, UT2026-10-20
AA Financial Advisors, LLC
64,052$1.6M0.2%ETFMediumColumbus, OH2026-10-19
Blueprint Investment Partners LLC
57,718$1.4M0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
57,718$1.4M0.2%GARPMediumGreensboto, NC2026-10-28
Fifth Third Bancorp
53,888$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Clear Point Advisors Inc.
52,011$1.3M0.9%ETFMediumMelville, NY2026-10-30
Perigon Wealth Management, LLC
49,412$1.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Prosperity Financial Group, Inc.
48,567$1.2M0.4%GrowthMediumSan Ramon, CA2026-10-29
Regatta Capital Group, LLC
44,198$1.1M0.1%ETFLowEl Segundo, CA2026-10-23
RFG Advisory, LLC
44,121$1.1M0.0%ETFMediumBirmingham, AL2026-11-03
Pines Wealth Management, LLC
43,513$1.1M0.3%GrowthLowSouthern Pines, NC2026-10-21
Cornerstone Wealth Management, LLC
41,975$1.0M0.0%ETFVery LowSt. Peters, MO2026-11-04
Financial Perspectives, Inc
41,386$1.0M0.2%GrowthVery LowMinneapolis, MN2026-11-03
Hunter Associates Investment Management LLC
38,245$954.0K0.2%CoreLowPittsburgh, PA2026-10-26
Michael Brady & Co., LLC
37,943$947.8K0.9%ETFLowWestlake, OH2026-10-23
Alchemi Wealth, LLC
37,512$937.1K0.4%CoreLowEssex, CT2026-11-04
Capital Management Associates, Inc
36,661$915.8K0.2%ETFLowMinneapolis, MN2026-10-20
Gutierrez Wealth Advisory, LLC
32,108$802.1K0.4%ETFLowLittle Rock, AR2026-11-02
Atria Investments, Inc
31,765$793.5K0.0%CoreMediumCharlotte, NC2026-10-15
Tempus Wealth Planning, LLC
31,621$789.9K0.2%ETFMediumIrvine, CA2026-10-14
Sagespring Wealth Partners, LLC
28,936$722.8K0.0%ETFLowFranklin, TN2026-10-22
Lantern Wealth Advisors, LLC
28,670$716.2K0.3%GrowthLowMelville, NY2026-10-22
Sigma Planning Corp
28,149$703.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Koshinski Asset Management, Inc.
27,757$693.4K0.0%ETFLowDecatur, IL2026-10-29
Hartmann Taylor Wealth Management, LLC
27,404$684.6K0.4%ETFVery LowDallas, TX2026-10-14
PFG Advisors
26,713$667.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Harbor Investment Advisory, LLC
26,233$655.3K0.0%GrowthLowLutherville, MD2026-10-13
Signature Equity Partners, LLC
25,501$637.0K0.2%GrowthMediumColumbus, OH2026-10-29
Confluence Wealth Services, Inc.
24,804$619.6K0.0%ETFVery LowMcmurray, PA2026-11-05
William Mack & Associates, Inc.
24,682$616.6K0.2%ETFLowTroy, MI2026-10-27
Security Financial Services, Inc.
24,330$607.8K0.1%ETFMediumFort Wayne, IN2026-10-29
Nations Financial Group Inc,
23,821$595.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Merited Wealth, LLC
22,981$574.1K0.4%ETFMediumNorth Bay Village, FL2026-10-13
Clearwave Capital, LLC
21,782$544.1K0.3%GrowthLowUpland, CA2026-10-27
NewCorp Financial Services, Inc.
20,985$524.2K0.4%ETFLowAlpharetta, GA2026-10-14
Vicus Capital
20,822$520.1K0.0%ETFMediumState College, PA2026-11-05
Freestate Advisors LLC
20,428$510.3K0.4%ETFVery LowOverland Park, KS2026-10-09
Ascentis Independent Advisors
17,651$440.9K0.0%ETFLowDallas, TX2026-11-03
Midwest Heritage Bank, FSB
17,221$430.2K0.1%ETFVery LowWest Des Moines, IA2026-10-26
Private Trust Co NA
16,882$421.7K0.0%CoreLowCleveland, OH2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
14,630$365.5K0.1%ETFLowDublin, OH2026-10-28
Summit Global Investments
13,771$344.0K0.1%CoreMediumBountiful, UT2026-10-28
Vise Technologies, Inc.
12,714$317.6K0.0%IndexLowNew York, NY2026-10-29
Rhodes Investment Advisors Inc
12,700$317.2K0.2%CoreMediumFort Worth, TX2026-10-07
K2 Financial Inc.
12,576$314.9K0.2%ETFLowGlendora, CA2026-10-26
Ashton Thomas Private Wealth, LLC
12,465$311.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Creative Financial Designs Inc
11,474$286.6K0.0%ETFMediumKokomo, IN2026-11-04
Private Client Services, LLC
10,858$271.2K0.1%ETFMediumLouisville, KY2026-10-02
Y-Intercept (Hong Kong) Ltd
10,850$271.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Financial & Tax Architects, LLC
10,825$270.4K0.1%CoreHighSt Louis, MO2026-10-15
Wealthcare Advisory Partners LLC
10,721$267.8K0.0%ETFLowWest Chester, PA2026-10-21
Trilogy Capital Inc.
10,410$260.0K0.0%ETFMediumIrvine, CA2026-10-20
Brookstone Capital Management
10,158$253.7K0.0%ETFMediumWheaton, IL2026-10-22
Orca Wealth Management, LLC
9,766$244.0K0.1%GARPLowNew Port Richey, FL2026-10-14
NWF Advisory Services Inc.
8,878$221.8K0.0%GARPLowLos Angeles, CA2026-10-19
Creative Planning
8,726$218.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer & Co Inc
8,636$215.7K0.0%CoreLowNew York, NY2026-10-26
Peterson Wealth Advisors, LLC
8,516$212.7K0.0%ETFLowOrem, UT2026-10-08
Integrity Advisory Solutions, LLC
8,184$204.4K0.0%ETFMediumDallas, TX2026-10-29
Titleist Asset Management, LLC
8,175$204.2K0.0%ETFLowSan Antonio, TX2026-10-08
Fifth Third Securities, Inc.
8,049$201.1K0.0%ETFLowCincinnati, OH2026-10-21
Capital Investment Advisory Services, LLC
6,157$154.5K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Securities, LLC
5,603$140.0K0.0%ETFMediumRochester, NY2026-10-26
AlphaCore Capital LLC
5,175$129.4K0.0%ETFLowLa Jolla, CA2026-11-04
Barrett & Company, Inc.
4,169$104.1K0.0%ETFLowProvidence, RI2026-10-22
IFP Advisors, Inc
3,508$87.6K0.0%GrowthLowTampa, FL2026-10-16
Flagship Wealth Advisors, LLC
3,089$77.2K0.0%ETFLowWakefield, MA2026-11-03
Latitude Advisors, LLC
1,066$26.6K0.0%ETFLowYorkville, IL2026-10-27
Arvest Investments, Inc.
976$24.4K0.0%ETFLowLowell, AR2026-10-21
Golden State Wealth Management, LLC
750$18.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Provenance Wealth Advisors, LLC
722$18.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rossby Financial, LCC
165$4.1K0.0%ETFMediumMelbourne, FL2026-11-05
Cape Investment Advisory, Inc.
152$3.8K0.0%ETFLowMcdonough, GA2026-10-13
EverSource Wealth Advisors, LLC
90$2.2K0.0%CoreMediumBirmingham, AL2026-11-04
IFS Advisors, LLC
74$1.9K0.0%ETFLowOverland Park, KS2026-10-14
Marshall & Sterling Wealth Advisors Inc.
17$4350.0%ETFMediumPoughkeepsie, NY2026-10-28