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Cap Group Core Balanced (CGBL)

CUSIP: 14021D107 | NYSE | 456 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC3,910,516
0.2% of portfolio›$143.7M
Cambridge Investment Research Advisors, Inc.2,757,895
0.6% of portfolio›$101.4M
Wealth Enhancement Advisory Services, LLC2,331,297
0.1% of portfolio›$86.4M
Kestra Advisory Services, LLC2,022,707
0.2% of portfolio›$74.3M
Aprio Wealth Management, LLC1,655,176
2.8% of portfolio›$60.8M
J. Derek Lewis & Associates Inc.1,417,337
9.4% of portfolio›$52.1M
Quantum Financial Planning Services, Inc.771,132
7.7% of portfolio›$28.3M
Concurrent Investment Advisors, LLC662,948
0.2% of portfolio›$24.4M
Greenbush Financial Group, LLC569,126
6.1% of portfolio›$20.9M
Confluence Wealth Services, Inc.566,258
0.5% of portfolio›$20.8M
Flagship Harbor Advisors, LLC564,823
0.8% of portfolio›$20.8M
Kestra Private Wealth Services, LLC557,330
0.2% of portfolio›$20.5M
Assetmark, Inc546,261
0.0% of portfolio›$20.1M
Mesirow Financial Investment Management, Inc.537,771
0.3% of portfolio›$19.8M
Clarity Wealth Advisors, LLC429,417
2.7% of portfolio›$15.8M
Apollon Wealth Management, LLC427,182
0.2% of portfolio›$15.7M
B. Riley Wealth Advisors, Inc.417,954
0.6% of portfolio›$15.4M
KWB Wealth387,913
1.2% of portfolio›$14.3M
IFP Advisors, Inc381,081
0.2% of portfolio›$14.0M
Johnson Bixby & Associates, LLC375,569
1.5% of portfolio›$13.8M
Cullen T Bankers, Inc.373,848
0.1% of portfolio›$13.7M
D.A. Davidson & Co.364,683
0.1% of portfolio›$13.4M
Hartmann Taylor Wealth Management, LLC346,952
7.2% of portfolio›$12.8M
High Net Worth Advisory Group LLC340,147
2.6% of portfolio›$12.5M
Capital Management Associates, Inc338,640
2.5% of portfolio›$12.4M
Venture Visionary Partners LLC336,374
0.3% of portfolio›$12.4M
CLG LLC329,968
2.5% of portfolio›$12.1M
Base Wealth Management LLC328,252
5.4% of portfolio›$12.1M
Founders Financial Securities LLC315,090
0.6% of portfolio›$11.6M
LongView Wealth Management305,085
2.7% of portfolio›$11.2M
Boyer Financial Services, Inc.295,713
8.7% of portfolio›$10.9M
AdvisorNet Financial, Inc292,029
0.5% of portfolio›$10.8M
Seamount Financial Group Inc274,750
4.0% of portfolio›$10.1M
Truist Financial Corp268,061
0.0% of portfolio›$9.9M
Westside Investment Management, Inc.223,227
1.0% of portfolio›$8.2M
Quantum Financial Partners LLC223,039
4.2% of portfolio›$8.2M
Endeavor Private Wealth, Inc.217,001
1.9% of portfolio›$8.0M
Worth Asset Management, LLC201,745
2.2% of portfolio›$7.4M
VVR Holdings LLC194,609
2.9% of portfolio›$7.2M
Clear Creek Financial Management, LLC190,857
0.5% of portfolio›$7.0M
Sigma Planning Corp188,565
0.2% of portfolio›$6.9M
Sagespring Wealth Partners, LLC186,307
0.1% of portfolio›$6.8M
Tempus Wealth Planning, LLC178,843
1.3% of portfolio›$6.6M
Davenport & Co LLC177,622
0.0% of portfolio›$6.5M
WealthCare Investment Partners, LLC168,486
1.5% of portfolio›$6.2M
PFG Advisors166,551
0.3% of portfolio›$6.1M
MGO One Seven LLC165,571
0.1% of portfolio›$6.1M
Integrity Advisory Solutions, LLC164,591
0.6% of portfolio›$6.0M
Bank of New York Mellon Corp164,182
0.0% of portfolio›$6.0M
Gerber Kawasaki Wealth & Investment Management163,445
0.2% of portfolio›$6.0M
First Heartland Consultants, Inc.160,324
0.4% of portfolio›$5.9M
Michael Brady & Co., LLC153,549
5.1% of portfolio›$5.6M
Koshinski Asset Management, Inc.147,294
0.3% of portfolio›$5.4M
CWS Financial Advisors, LLC142,689
1.2% of portfolio›$5.2M
AA Financial Advisors, LLC140,930
0.6% of portfolio›$5.2M
Asset Allocation Strategies LLC137,516
0.8% of portfolio›$5.1M
Taylor Financial Group, Inc.133,950
2.7% of portfolio›$4.9M
Challenger Wealth Management131,394
3.5% of portfolio›$4.8M
Onyx Bridge Wealth Group LLC123,315
0.4% of portfolio›$4.5M
J.W. Cole Advisors, Inc.116,163
0.1% of portfolio›$4.3M
NWF Advisory Services Inc.114,907
0.4% of portfolio›$4.2M
Blueprint Investment Partners LLC111,518
0.3% of portfolio›$4.1M
Blueprint Financial Advisors LLC111,518
0.4% of portfolio›$4.1M
Dahring | Cusmano LLC111,501
1.9% of portfolio›$4.1M
Patriot Financial Group Insurance Agency, LLC110,555
0.4% of portfolio›$4.1M
Private Client Services, LLC108,591
1.1% of portfolio›$4.0M
StrongBox Wealth, LLC106,514
1.0% of portfolio›$3.9M
Keystone Wealth Services, LLC101,755
0.7% of portfolio›$3.8M
Fifth Third Bancorp100,948
0.0% of portfolio›$3.7M
Sovran Advisors, LLC99,214
0.3% of portfolio›$3.7M
RFG Advisory, LLC91,151
0.0% of portfolio›$3.3M
Accel Wealth Management91,011
0.7% of portfolio›$3.3M
Clear Trail Advisors, LLC89,897
0.5% of portfolio›$3.3M
EverSource Wealth Advisors, LLC86,477
0.1% of portfolio›$3.2M
Mascagni Wealth Management, Inc.81,105
1.8% of portfolio›$3.0M
PKS Advisory Services, LLC78,541
0.5% of portfolio›$3.0M
Burford Brothers, Inc.74,229
1.0% of portfolio›$2.7M
Vicus Capital68,849
0.2% of portfolio›$2.5M
Prospera Financial Services Inc67,502
0.0% of portfolio›$2.5M
Independent Financial Group, LLC65,321
0.0% of portfolio›$2.4M
HBW Advisory Services LLC65,088
0.2% of portfolio›$2.4M
Ascentis Independent Advisors64,993
0.1% of portfolio›$2.4M
Ashton Thomas Securities, LLC63,507
0.2% of portfolio›$2.3M
Richmond Investment Services, LLC61,521
0.7% of portfolio›$2.3M
Security Financial Services, Inc.59,227
0.3% of portfolio›$2.2M
Smith Thornton Advisors LLC56,957
0.9% of portfolio›$2.1M
William John Sempolinski55,655
0.8% of portfolio›$2.0M
Creekside Partners55,588
0.8% of portfolio›$2.0M
Signature Equity Partners, LLC53,252
0.7% of portfolio›$2.0M
Langley Wealth Management, LLC50,773
1.8% of portfolio›$1.9M
Lantern Wealth Advisors, LLC50,602
0.8% of portfolio›$1.9M
Bare Financial Services, Inc49,017
0.4% of portfolio›$1.8M
United Advisor Group, LLC47,859
0.2% of portfolio›$1.8M
Capital Investment Advisory Services, LLC46,707
0.1% of portfolio›$1.7M
Atria Investments, Inc45,233
0.0% of portfolio›$1.7M
Titleist Asset Management, LLC40,690
0.1% of portfolio›$1.5M
R2 Capital Strategies, LLC38,737
0.6% of portfolio›$1.4M
Lantz Financial LLC38,488
0.3% of portfolio›$1.4M
Stewardship Concepts Financial Services LLC36,748
0.9% of portfolio›$1.4M
VestGen Advisors, LLC36,627
0.0% of portfolio›$1.3M
Wisconsin Wealth Advisors, LLC35,694
1.1% of portfolio›$1.3M
Latitude Advisors, LLC35,076
0.4% of portfolio›$1.3M
Beacon Financial Advisory LLC34,986
0.2% of portfolio›$1.3M
Independent Wealth Network Inc.34,412
0.3% of portfolio›$1.3M
Old North State Wealth Management, LLC33,789
0.5% of portfolio›$1.2M
Visionary Wealth Advisors33,608
0.0% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC32,911
0.0% of portfolio›$1.2M
Certior Financial Group, LLC32,816
0.7% of portfolio›$1.2M
Diversify Advisory Services, LLC32,581
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC32,581
0.0% of portfolio›$1.2M
Merited Wealth, LLC31,528
0.8% of portfolio›$1.2M
Advisortrust Partners, LLC31,015
0.4% of portfolio›$1.1M
James T. Borello RIA30,119
0.2% of portfolio›$1.1M
Lincoln Capital LLC29,639
0.2% of portfolio›$1.1M
Northwest Financial Advisors29,441
0.1% of portfolio›$1.1M
Uhlmann Price Securities, LLC29,370
0.1% of portfolio›$1.1M
Nautilus Advisors LLC29,274
0.7% of portfolio›$1.1M
Englebert Financial Advisers, LLC28,692
1.0% of portfolio›$1.1M
Vise Technologies, Inc.28,490
0.0% of portfolio›$1.0M
Focus Financial Network, Inc.27,191
0.0% of portfolio›$1.0M
Colonial River Investments, LLC24,669
0.2% of portfolio›$906.6K
Nations Financial Group Inc,24,426
0.0% of portfolio›$897.7K
tru Independence LLC24,404
0.4% of portfolio›$896.8K
Lido Advisors, LLC23,339
0.0% of portfolio›$857.7K
Private Trust Co NA22,990
0.1% of portfolio›$844.9K
Farther Finance Advisors, LLC21,535
0.0% of portfolio›$791.4K
Summit Global Investments21,203
0.2% of portfolio›$779.0K
KPP Advisory Services LLC20,981
0.1% of portfolio›$771.1K
Walkner Condon Financial Advisors LLC20,220
0.1% of portfolio›$743.1K
Richards, Merrill & Peterson, Inc.19,054
0.2% of portfolio›$700.2K
Armstrong, Fleming & Moore, Inc18,714
0.2% of portfolio›$687.7K
Financial Management Network Inc18,489
0.1% of portfolio›$682.8K
Strategic Blueprint, LLC18,220
0.0% of portfolio›$669.6K
Pines Wealth Management, LLC18,110
0.2% of portfolio›$665.5K
Signature Estate & Investment Advisors LLC17,903
0.0% of portfolio›$657.9K
Souders Financial Advisors17,211
0.1% of portfolio›$632.5K
Balboa Wealth Partners16,794
0.1% of portfolio›$617.2K
Equity Wealth Partners, LLC16,747
0.2% of portfolio›$615.5K
Financial Perspectives, Inc16,524
0.1% of portfolio›$607.3K
RIA Advisory Group LLC16,232
0.2% of portfolio›$596.5K
Oppenheimer & Co Inc15,496
0.0% of portfolio›$569.5K
Jacobi Capital Management LLC15,372
0.0% of portfolio›$564.9K
Tcfg Investment Advisors, LLC15,138
0.2% of portfolio›$556.3K
Williams & Novak Wealth Management, LLC15,091
0.3% of portfolio›$554.6K
Birchwood Financial Partners, Inc.15,006
0.4% of portfolio›$551.5K
Sweeney & Michel, LLC14,969
0.1% of portfolio›$552.8K
Integrity Alliance, Llc.14,470
0.0% of portfolio›$531.8K
Lodestone Wealth Management LLC13,390
0.2% of portfolio›$492.1K
Advisor Resource Council13,310
0.2% of portfolio›$494.1K
Spinnaker Investment Group, LLC12,844
0.1% of portfolio›$472.0K
Transcendent Capital Group LLC12,257
0.2% of portfolio›$450.4K
TD Waterhouse Canada Inc.12,215
0.0% of portfolio›$449.0K
Southland Equity Partners LLC12,014
0.1% of portfolio›$441.5K
Bill Few Associates, Inc.11,900
0.1% of portfolio›$437.3K
Cornerstone Wealth Management, LLC11,848
0.0% of portfolio›$435.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors11,752
0.0% of portfolio›$431.9K
IFS Advisors, LLC11,683
0.1% of portfolio›$429.4K
Cape Investment Advisory, Inc.11,161
0.1% of portfolio›$410.2K
Intrua Financial, LLC11,100
0.0% of portfolio›$407.9K
Spire Wealth Management11,000
0.0% of portfolio›$404.2K
Cooper Financial Group10,880
0.0% of portfolio›$399.8K
Sowell Financial Services LLC9,615
0.0% of portfolio›$353.4K
Perryman Financial Advisory Inc9,564
0.0% of portfolio›$351.5K
Tennessee Valley Asset Management Partners9,446
0.0% of portfolio›$347.1K
Prime Capital Investment Advisors, LLC9,155
0.0% of portfolio›$336.5K
Professional Financial Advisors, LLC8,829
0.1% of portfolio›$324.5K
Old Port Advisors8,547
0.1% of portfolio›$314.1K
Guardian Asset Advisors, LLC8,230
0.1% of portfolio›$302.5K
Adamsbrown Wealth Consultants LLC8,142
0.1% of portfolio›$299.2K
Retireful, LLC8,121
0.3% of portfolio›$298.4K
Johnson Financial Group, LLC7,850
0.0% of portfolio›$288.5K
Laurel OAK Wealth Management, LLC7,786
0.0% of portfolio›$286.1K
Virtus Wealth Solutions LLC7,774
0.0% of portfolio›$285.7K
Harmony Asset Management LLC7,622
0.1% of portfolio›$280.1K
Wedbush Securities Inc7,550
0.0% of portfolio›$277.0K
Perigon Wealth Management, LLC7,303
0.0% of portfolio›$268.4K
HUB Investment Partners, LLC7,251
0.0% of portfolio›$266.5K
Sard Wealth Management Group, LLC7,245
0.1% of portfolio›$266.2K
A&I Financial Services, LLC7,186
0.1% of portfolio›$264.1K
Dynamic Advisor Solutions LLC7,175
0.0% of portfolio›$263.7K
Y-Intercept (Hong Kong) Ltd7,107
0.0% of portfolio›$261.2K
Creative Financial Designs Inc7,052
0.0% of portfolio›$259.2K
M Holdings Securities, Inc.6,832
0.1% of portfolio›$251.0K
Provenance Wealth Advisors, LLC6,767
0.0% of portfolio›$248.7K
Claro Advisors Inc.6,725
0.0% of portfolio›$247.1K
StoneX Group Inc.6,578
0.0% of portfolio›$241.9K
Ignite Planners, LLC6,414
0.0% of portfolio›$235.7K
M.E. Allison & Co., Inc.6,410
0.1% of portfolio›$235.6K
Creative Planning5,969
0.0% of portfolio›$219.3K
Silver Grove Financial Group, Inc.5,923
0.1% of portfolio›$217.7K
Hobart Private Capital, LLC5,768
0.0% of portfolio›$212.0K
Verus Capital Partners, LLC5,613
0.0% of portfolio›$206.3K
Root Financial Partners, LLC4,240
0.0% of portfolio›$155.8K
Rossby Financial, LCC2,258
0.0% of portfolio›$83.0K
Thurston, Springer, Miller, Herd & Titak, Inc.2,200
0.1% of portfolio›$80.9K
Nova Financial LLC2,123
0.0% of portfolio›$78.0K
CoreCap Advisors, LLC2,122
0.0% of portfolio›$78.0K
CX Institutional2,120
0.0% of portfolio›$78
North Star Investment Management Corp.2,025
0.0% of portfolio›$74.4K
Arvest Investments, Inc.1,765
0.0% of portfolio›$64.9K
Larson Financial Group LLC1,700
0.0% of portfolio›$62.5K
Highline Wealth Partners LLC1,480
0.0% of portfolio›$54.4K
Archer Investment Corp1,092
0.0% of portfolio›$40.1K
Lanark Financial, Inc.775
0.0% of portfolio›$28.5K
Bayban604
0.0% of portfolio›$22.9K
Central Trust Co308
0.0% of portfolio›$11.3K
Princeton Global Asset Management LLC218
0.0% of portfolio›$8.0K
Entrust Financial LLC198
0.0% of portfolio›$7.3K
US Bancorp \de\105
0.0% of portfolio›$3.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
3,910,516$143.7M0.2%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
2,757,895$101.4M0.6%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
2,331,297$86.4M0.1%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
2,022,707$74.3M0.2%CoreLowAustin, TX2026-11-02
Aprio Wealth Management, LLC
1,655,176$60.8M2.8%ETFMediumAtlanta, GA2026-10-28
J. Derek Lewis & Associates Inc.
1,417,337$52.1M9.4%ETFLowNewport Beach, CA2026-11-03
Quantum Financial Planning Services, Inc.
771,132$28.3M7.7%ETFVery LowSpokane, WA2026-10-14
Concurrent Investment Advisors, LLC
662,948$24.4M0.2%GrowthMediumTampa, FL2026-10-16
Greenbush Financial Group, LLC
569,126$20.9M6.1%ETFLowAlbany, NY2026-10-15
Confluence Wealth Services, Inc.
566,258$20.8M0.5%ETFVery LowMcmurray, PA2026-11-05
Flagship Harbor Advisors, LLC
564,823$20.8M0.8%ETFMediumBoston, MA2026-10-26
Kestra Private Wealth Services, LLC
557,330$20.5M0.2%GrowthLowAustin, TX2026-10-30
Assetmark, Inc
546,261$20.1M0.0%ETFLowConcord, CA2026-10-21
Mesirow Financial Investment Management, Inc.
537,771$19.8M0.3%CoreLowChicago, IL2026-11-05
Clarity Wealth Advisors, LLC
429,417$15.8M2.7%ETFVery LowSan Jose, CA2026-10-21
Apollon Wealth Management, LLC
427,182$15.7M0.2%GrowthLowMount Pleasant, SC2026-10-23
B. Riley Wealth Advisors, Inc.
417,954$15.4M0.6%GrowthLowMemphis, TN2026-10-13
KWB Wealth
387,913$14.3M1.2%ETFMediumRedlands, CA2026-10-16
IFP Advisors, Inc
381,081$14.0M0.2%GrowthLowTampa, FL2026-10-16
Johnson Bixby & Associates, LLC
375,569$13.8M1.5%ETFMediumVancouver, WA2026-10-14
Cullen T Bankers, Inc.
373,848$13.7M0.1%GrowthLowSan Antonio, TX2026-10-28
D.A. Davidson & Co.
364,683$13.4M0.1%CoreLowGreat Falls, MT2026-10-28
Hartmann Taylor Wealth Management, LLC
346,952$12.8M7.2%ETFVery LowDallas, TX2026-10-14
High Net Worth Advisory Group LLC
340,147$12.5M2.6%ETFVery LowNaples, FL2026-10-26
Capital Management Associates, Inc
338,640$12.4M2.5%ETFLowMinneapolis, MN2026-10-20
Venture Visionary Partners LLC
336,374$12.4M0.3%CoreLowSylvania, OH2026-10-07
CLG LLC
329,968$12.1M2.5%ETFMediumLong Beach, CA2026-10-13
Base Wealth Management LLC
328,252$12.1M5.4%ETFMediumLakewood Ranch, FL2026-10-21
Founders Financial Securities LLC
315,090$11.6M0.6%ETFMediumTowson, MD2026-10-28
LongView Wealth Management
305,085$11.2M2.7%ETFLowAtlanta, GA2026-10-19
Boyer Financial Services, Inc.
295,713$10.9M8.7%ETFLowNewport Beach, CA2026-10-23
AdvisorNet Financial, Inc
292,029$10.8M0.5%ETFLowMinnetonka, MN2026-10-15
Seamount Financial Group Inc
274,750$10.1M4.0%ETFLowColorado Springs, CO2026-10-21
Truist Financial Corp
268,061$9.9M0.0%CoreLowCharlotte, NC2026-10-30
Westside Investment Management, Inc.
223,227$8.2M1.0%GrowthLowSanta Monica, CA2026-11-02
Quantum Financial Partners LLC
223,039$8.2M4.2%ETFN/AOverland Park, KS2026-10-19
Endeavor Private Wealth, Inc.
217,001$8.0M1.9%ETFMediumTopeka, KS2026-11-05
Worth Asset Management, LLC
201,745$7.4M2.2%ETFHighDallas, TX2026-10-07
VVR Holdings LLC
194,609$7.2M2.9%ETFMediumBellingham, WA2026-10-19
Clear Creek Financial Management, LLC
190,857$7.0M0.5%ETFMediumSilverdale, WA2026-10-28
Sigma Planning Corp
188,565$6.9M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Sagespring Wealth Partners, LLC
186,307$6.8M0.1%ETFLowFranklin, TN2026-10-22
Tempus Wealth Planning, LLC
178,843$6.6M1.3%ETFMediumIrvine, CA2026-10-14
Davenport & Co LLC
177,622$6.5M0.0%CoreMediumRichmond, VA2026-10-14
WealthCare Investment Partners, LLC
168,486$6.2M1.5%ETFLowPortsmouth, RI2026-11-05
PFG Advisors
166,551$6.1M0.3%ETFMediumPhoenix, AZ2026-10-16
MGO One Seven LLC
165,571$6.1M0.1%GrowthLowBeachwood, OH2026-10-28
Integrity Advisory Solutions, LLC
164,591$6.0M0.6%ETFMediumDallas, TX2026-10-29
Bank of New York Mellon Corp
164,182$6.0M0.0%CoreLowNew York, NY2026-11-05
Gerber Kawasaki Wealth & Investment Management
163,445$6.0M0.2%ETFLowSanta Monica, CA2026-10-29
First Heartland Consultants, Inc.
160,324$5.9M0.4%ETFMediumLake St. Louis, MO2026-10-08
Michael Brady & Co., LLC
153,549$5.6M5.1%ETFLowWestlake, OH2026-10-23
Koshinski Asset Management, Inc.
147,294$5.4M0.3%ETFLowDecatur, IL2026-10-29
CWS Financial Advisors, LLC
142,689$5.2M1.2%ETFVery LowKalamazoo, MI2026-10-16
AA Financial Advisors, LLC
140,930$5.2M0.6%ETFMediumColumbus, OH2026-10-19
Asset Allocation Strategies LLC
137,516$5.1M0.8%ETFMediumFarmington, MI2026-10-20
Taylor Financial Group, Inc.
133,950$4.9M2.7%CoreVery LowRoanoke, VA2026-11-02
Challenger Wealth Management
131,394$4.8M3.5%CoreVery LowAliso Viejo, CA2026-10-30
Onyx Bridge Wealth Group LLC
123,315$4.5M0.4%ETFMediumTarrytown, NY2026-10-16
J.W. Cole Advisors, Inc.
116,163$4.3M0.1%IndexLowTampa, FL2026-11-05
NWF Advisory Services Inc.
114,907$4.2M0.4%GARPLowLos Angeles, CA2026-10-19
Blueprint Investment Partners LLC
111,518$4.1M0.3%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
111,518$4.1M0.4%GARPMediumGreensboto, NC2026-10-28
Dahring | Cusmano LLC
111,501$4.1M1.9%ETFLowNovi, MI2026-11-03
Patriot Financial Group Insurance Agency, LLC
110,555$4.1M0.4%GrowthLowWalpole, MA2026-10-14
Private Client Services, LLC
108,591$4.0M1.1%ETFMediumLouisville, KY2026-10-02
StrongBox Wealth, LLC
106,514$3.9M1.0%GrowthLowLee'S Summit, MO2026-11-02
Keystone Wealth Services, LLC
101,755$3.8M0.7%ETFHighPalm Desert, CA2026-11-03
Fifth Third Bancorp
100,948$3.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Sovran Advisors, LLC
99,214$3.7M0.3%ETFMediumSan Diego, CA2026-11-02
RFG Advisory, LLC
91,151$3.3M0.0%ETFMediumBirmingham, AL2026-11-03
Accel Wealth Management
91,011$3.3M0.7%ETFLowWaverly, IA2026-10-13
Clear Trail Advisors, LLC
89,897$3.3M0.5%CoreLowHouston, TX2026-10-20
EverSource Wealth Advisors, LLC
86,477$3.2M0.1%CoreMediumBirmingham, AL2026-11-04
Mascagni Wealth Management, Inc.
81,105$3.0M1.8%ETFLowClinton, MS2026-10-23
PKS Advisory Services, LLC
78,541$3.0M0.5%ETFMediumAlbany, NY2026-10-26
Burford Brothers, Inc.
74,229$2.7M1.0%CoreLowDallas, TX2026-10-21
Vicus Capital
68,849$2.5M0.2%ETFMediumState College, PA2026-11-05
Prospera Financial Services Inc
67,502$2.5M0.0%CoreMediumDallas, TX2026-11-04
Independent Financial Group, LLC
65,321$2.4M0.0%GrowthLowSan Diego, CA2026-10-13
HBW Advisory Services LLC
65,088$2.4M0.2%ETFMediumSimi Valley, CA2026-10-15
Ascentis Independent Advisors
64,993$2.4M0.1%ETFLowDallas, TX2026-11-03
Ashton Thomas Securities, LLC
63,507$2.3M0.2%ETFMediumRochester, NY2026-10-26
Richmond Investment Services, LLC
61,521$2.3M0.7%ETFLowMequon, WI2026-10-29
Security Financial Services, Inc.
59,227$2.2M0.3%ETFMediumFort Wayne, IN2026-10-29
Smith Thornton Advisors LLC
56,957$2.1M0.9%ETFVery LowHuntsville, AL2026-10-16
William John Sempolinski
55,655$2.0M0.8%MomentumLowEaston, MA2026-10-20
Creekside Partners
55,588$2.0M0.8%ETFVery LowPetaluma, CA2026-11-04
Signature Equity Partners, LLC
53,252$2.0M0.7%GrowthMediumColumbus, OH2026-10-29
Langley Wealth Management, LLC
50,773$1.9M1.8%CoreN/ACorinth, MS2026-11-04
Lantern Wealth Advisors, LLC
50,602$1.9M0.8%GrowthLowMelville, NY2026-10-22
Bare Financial Services, Inc
49,017$1.8M0.4%ETFVery LowGap, PA2026-11-04
United Advisor Group, LLC
47,859$1.8M0.2%ETFLowCincinnati, OH2026-11-03
Capital Investment Advisory Services, LLC
46,707$1.7M0.1%CoreMediumRaleigh, NC2026-10-30
Atria Investments, Inc
45,233$1.7M0.0%CoreMediumCharlotte, NC2026-10-15
Titleist Asset Management, LLC
40,690$1.5M0.1%ETFLowSan Antonio, TX2026-10-08
R2 Capital Strategies, LLC
38,737$1.4M0.6%ETFN/ALincoln, NE2026-10-15
Lantz Financial LLC
38,488$1.4M0.3%ETFLowNaperville, IL2026-10-15
Stewardship Concepts Financial Services LLC
36,748$1.4M0.9%ETFLowSpokane, WA2026-10-06
VestGen Advisors, LLC
36,627$1.3M0.0%GrowthMediumChicago, IL2026-10-27
Wisconsin Wealth Advisors, LLC
35,694$1.3M1.1%ETFLowSun Prairie, WI2026-10-08
Latitude Advisors, LLC
35,076$1.3M0.4%ETFLowYorkville, IL2026-10-27
Beacon Financial Advisory LLC
34,986$1.3M0.2%ETFLowCleveland, OH2026-10-16
Independent Wealth Network Inc.
34,412$1.3M0.3%ETFMediumUrbandale, IA2026-10-19
Old North State Wealth Management, LLC
33,789$1.2M0.5%ValueMediumWilmington, NC2026-10-22
Visionary Wealth Advisors
33,608$1.2M0.0%ETFLowO'Fallon, IL2026-11-04
Kingswood Wealth Advisors, LLC
32,911$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Certior Financial Group, LLC
32,816$1.2M0.7%ETFMediumKing Of Prussia, PA2026-10-19
Diversify Advisory Services, LLC
32,581$1.2M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
32,581$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Merited Wealth, LLC
31,528$1.2M0.8%ETFMediumNorth Bay Village, FL2026-10-13
Advisortrust Partners, LLC
31,015$1.1M0.4%CoreHighRaleigh, NC2026-11-02
James T. Borello RIA
30,119$1.1M0.2%ETFVery LowEast Dundee, IL2026-10-16
Lincoln Capital LLC
29,639$1.1M0.2%CoreVery LowLincoln, NE2026-10-09
Northwest Financial Advisors
29,441$1.1M0.1%ETFLowHerndon, VA2026-10-27
Uhlmann Price Securities, LLC
29,370$1.1M0.1%Agg GrowthLowSkokie, IL2026-11-03
Nautilus Advisors LLC
29,274$1.1M0.7%GrowthLowLa Jolla, CA2026-10-07
Englebert Financial Advisers, LLC
28,692$1.1M1.0%ETFMediumAllentown, PA2026-10-20
Vise Technologies, Inc.
28,490$1.0M0.0%IndexLowNew York, NY2026-10-29
Focus Financial Network, Inc.
27,191$1.0M0.0%ETFLowMinneapolis, MN2026-10-14
Colonial River Investments, LLC
24,669$906.6K0.2%GrowthMediumMidlothian, VA2026-10-19
Nations Financial Group Inc,
24,426$897.7K0.0%CoreLowCedar Rapids, IA2026-11-05
tru Independence LLC
24,404$896.8K0.4%ETFLowPortland, OR2026-10-20
Lido Advisors, LLC
23,339$857.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Private Trust Co NA
22,990$844.9K0.1%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
21,535$791.4K0.0%IndexLowSan Francisco, CA2026-10-08
Summit Global Investments
21,203$779.0K0.2%CoreMediumBountiful, UT2026-10-28
KPP Advisory Services LLC
20,981$771.1K0.1%GrowthMediumLouisville, KY2026-10-26
Walkner Condon Financial Advisors LLC
20,220$743.1K0.1%ETFLowVerona, WI2026-11-02
Richards, Merrill & Peterson, Inc.
19,054$700.2K0.2%GrowthLowSpokane, WA2026-10-19
Armstrong, Fleming & Moore, Inc
18,714$687.7K0.2%GrowthVery LowWashington, DC2026-10-28
Financial Management Network Inc
18,489$682.8K0.1%ETFLowMission Viejo, CA2026-10-09
Strategic Blueprint, LLC
18,220$669.6K0.0%ETFLowAtlanta, GA2026-10-22
Pines Wealth Management, LLC
18,110$665.5K0.2%GrowthLowSouthern Pines, NC2026-10-21
Signature Estate & Investment Advisors LLC
17,903$657.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Souders Financial Advisors
17,211$632.5K0.1%ETFLowCincinnati, OH2026-11-03
Balboa Wealth Partners
16,794$617.2K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Equity Wealth Partners, LLC
16,747$615.5K0.2%ETFVery LowIndependence, MO2026-10-26
Financial Perspectives, Inc
16,524$607.3K0.1%GrowthVery LowMinneapolis, MN2026-11-03
RIA Advisory Group LLC
16,232$596.5K0.2%ETFHighSioux Falls, SD2026-10-15
Oppenheimer & Co Inc
15,496$569.5K0.0%CoreLowNew York, NY2026-10-26
Jacobi Capital Management LLC
15,372$564.9K0.0%CoreLowPittston, PA2026-11-05
Tcfg Investment Advisors, LLC
15,138$556.3K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Williams & Novak Wealth Management, LLC
15,091$554.6K0.3%ETFMediumWestlake Village, CA2026-10-09
Birchwood Financial Partners, Inc.
15,006$551.5K0.4%ETFVery LowBloomington, MN2026-11-02
Sweeney & Michel, LLC
14,969$552.8K0.1%ETFVery LowChico, CA2026-10-16
Integrity Alliance, Llc.
14,470$531.8K0.0%ETFMediumUrbandale, IA2026-10-29
Lodestone Wealth Management LLC
13,390$492.1K0.2%CoreLowSpokane, WA2026-10-14
Advisor Resource Council
13,310$494.1K0.2%ETFLowDallas, TX2026-11-05
Spinnaker Investment Group, LLC
12,844$472.0K0.1%ETFLowNewport Beach, CA2026-10-13
Transcendent Capital Group LLC
12,257$450.4K0.2%ETFMediumEdmond, OK2026-10-28
TD Waterhouse Canada Inc.
12,215$449.0K0.0%CoreLowToronto, Australia2026-10-16
Southland Equity Partners LLC
12,014$441.5K0.1%ETFLowWildwood, MO2026-10-14
Bill Few Associates, Inc.
11,900$437.3K0.1%CoreVery LowSewickley, PA2026-10-09
Cornerstone Wealth Management, LLC
11,848$435.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
11,752$431.9K0.0%ETFMediumWestlake, OH2026-10-14
IFS Advisors, LLC
11,683$429.4K0.1%ETFLowOverland Park, KS2026-10-14
Cape Investment Advisory, Inc.
11,161$410.2K0.1%ETFLowMcdonough, GA2026-10-13
Intrua Financial, LLC
11,100$407.9K0.0%ETFMediumHouston, TX2026-10-28
Spire Wealth Management
11,000$404.2K0.0%GrowthMediumMclean, VA2026-10-30
Cooper Financial Group
10,880$399.8K0.0%GrowthMediumIrvine, CA2026-10-07
Sowell Financial Services LLC
9,615$353.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Perryman Financial Advisory Inc
9,564$351.5K0.0%GrowthVery LowDallas, TX2026-10-16
Tennessee Valley Asset Management Partners
9,446$347.1K0.0%ETFLowKnoxville, TN2026-11-03
Prime Capital Investment Advisors, LLC
9,155$336.5K0.0%ETFLowOverland Park, KS2026-10-20
Professional Financial Advisors, LLC
8,829$324.5K0.1%ETFMediumNorth Platte, NE2026-10-13
Old Port Advisors
8,547$314.1K0.1%GARPLowPortland, ME2026-10-23
Guardian Asset Advisors, LLC
8,230$302.5K0.1%GrowthMediumMechanicsburg, PA2026-10-16
Adamsbrown Wealth Consultants LLC
8,142$299.2K0.1%ETFLowWichita, KS2026-10-20
Retireful, LLC
8,121$298.4K0.3%GrowthVery HighHaslett, MI2026-10-09
Johnson Financial Group, LLC
7,850$288.5K0.0%ETFLowDenver, CO2026-11-03
Laurel OAK Wealth Management, LLC
7,786$286.1K0.0%GrowthLowMarlton, NJ2026-10-19
Virtus Wealth Solutions LLC
7,774$285.7K0.0%Agg GrowthHighCranford, NJ2026-11-03
Harmony Asset Management LLC
7,622$280.1K0.1%GrowthMediumScottsdale, AZ2026-10-20
Wedbush Securities Inc
7,550$277.0K0.0%CoreLowPasadena, CA2026-10-22
Perigon Wealth Management, LLC
7,303$268.4K0.0%GrowthLowSan Francisco, CA2026-10-22
HUB Investment Partners, LLC
7,251$266.5K0.0%GrowthLowAustin, TX2026-11-03
Sard Wealth Management Group, LLC
7,245$266.2K0.1%ETFVery LowAtlanta, GA2026-10-16
A&I Financial Services, LLC
7,186$264.1K0.1%ETFHighLone Tree, CO2026-10-15
Dynamic Advisor Solutions LLC
7,175$263.7K0.0%ETFLowPhoenix, AZ2026-10-13
Y-Intercept (Hong Kong) Ltd
7,107$261.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Creative Financial Designs Inc
7,052$259.2K0.0%ETFMediumKokomo, IN2026-11-04
M Holdings Securities, Inc.
6,832$251.0K0.1%ETFHighPortland, OR2026-11-03
Provenance Wealth Advisors, LLC
6,767$248.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Claro Advisors Inc.
6,725$247.1K0.0%CoreLowBoston, MA2026-11-02
StoneX Group Inc.
6,578$241.9K0.0%ETFMediumNew York, NY2026-11-03
Ignite Planners, LLC
6,414$235.7K0.0%CoreLowSan Clemente, CA2026-10-14
M.E. Allison & Co., Inc.
6,410$235.6K0.1%CoreLowSan Antonio, TX2026-10-09
Creative Planning
5,969$219.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Silver Grove Financial Group, Inc.
5,923$217.7K0.1%CoreMediumOrchard Park, NY2026-11-05
Hobart Private Capital, LLC
5,768$212.0K0.0%ETFMediumCharlotte, NC2026-10-19
Verus Capital Partners, LLC
5,613$206.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Root Financial Partners, LLC
4,240$155.8K0.0%ETFMediumEncinitas, CA2026-10-21
Rossby Financial, LCC
2,258$83.0K0.0%ETFMediumMelbourne, FL2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
2,200$80.9K0.1%GrowthMediumIndianapolis, IN2026-10-14
Nova Financial LLC
2,123$78.0K0.0%N/AN/ATucson, AZ2026-11-04
CoreCap Advisors, LLC
2,122$78.0K0.0%ETFMediumSouthfield, MI2026-10-08
CX Institutional
2,120$780.0%CoreMediumAuburn, IN2026-10-02
North Star Investment Management Corp.
2,025$74.4K0.0%CoreLowChicago, IL2026-10-27
Arvest Investments, Inc.
1,765$64.9K0.0%ETFLowLowell, AR2026-10-21
Larson Financial Group LLC
1,700$62.5K0.0%GrowthLowSt Louis, MO2026-11-05
Highline Wealth Partners LLC
1,480$54.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Archer Investment Corp
1,092$40.1K0.0%CoreMediumCarmel, IN2026-11-05
Lanark Financial, Inc.
775$28.5K0.0%CoreMediumBirmingham, AL2026-10-26
Bayban
604$22.9K0.0%ValueLowBayport, MN2026-11-05
Central Trust Co
308$11.3K0.0%CoreLowJefferson City, MO2026-11-05
Princeton Global Asset Management LLC
218$8.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Entrust Financial LLC
198$7.3K0.0%ETFLowWayne, PA2026-11-04
US Bancorp \de\
105$3.9K0.0%IndexLowMinneapolis, MN2026-11-05