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Cap Group Dividend Growers (CGDG)

CUSIP: 14021L109 | NYSE | 371 institutional holders

Quarters

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

Confluence Wealth Services, Inc.3,952,447
3.8% of portfolio›$146.4M
Commonwealth Equity Services, LLC2,527,896
0.1% of portfolio›$93.6M
Cambridge Investment Research Advisors, Inc.1,521,438
0.3% of portfolio›$56.3M
J. Derek Lewis & Associates Inc.861,026
5.7% of portfolio›$31.9M
Assetmark, Inc717,968
0.0% of portfolio›$26.6M
Kestra Advisory Services, LLC497,137
0.1% of portfolio›$18.4M
Truist Financial Corp493,210
0.0% of portfolio›$18.3M
Wealth Enhancement Advisory Services, LLC483,375
0.0% of portfolio›$18.0M
Onyx Bridge Wealth Group LLC428,422
1.4% of portfolio›$15.9M
KWB Wealth417,000
1.3% of portfolio›$15.4M
Boyer Financial Services, Inc.323,569
9.6% of portfolio›$12.0M
RM Financial Services, LLC321,430
9.0% of portfolio›$11.9M
Cullen T Bankers, Inc.313,934
0.1% of portfolio›$11.6M
Sweeney & Michel, LLC286,421
2.8% of portfolio›$10.7M
Concurrent Investment Advisors, LLC255,692
0.1% of portfolio›$9.5M
Apollon Wealth Management, LLC240,557
0.1% of portfolio›$8.9M
NavPoint Financial, Inc.208,803
2.7% of portfolio›$7.7M
BlueChip Wealth Advisors LLC155,623
1.9% of portfolio›$5.8M
Founders Financial Securities LLC147,053
0.3% of portfolio›$5.4M
US Bancorp \de\145,744
0.0% of portfolio›$5.4M
D.A. Davidson & Co.141,647
0.0% of portfolio›$5.2M
WealthCare Investment Partners, LLC139,635
1.2% of portfolio›$5.2M
Shira Ridge Wealth Management131,588
1.7% of portfolio›$4.9M
LongView Wealth Management129,840
1.2% of portfolio›$4.8M
BNB Wealth Management, LLC126,564
2.6% of portfolio›$4.7M
Venture Visionary Partners LLC125,869
0.1% of portfolio›$4.7M
Davenport & Co LLC123,942
0.0% of portfolio›$4.6M
Jacobi Capital Management LLC111,716
0.2% of portfolio›$4.1M
Fifth Third Bancorp95,735
0.0% of portfolio›$3.5M
Endeavor Private Wealth, Inc.93,389
0.8% of portfolio›$3.5M
Park Avenue Securities LLC84,015
0.1% of portfolio›$3.1M
Latitude Advisors, LLC83,826
1.0% of portfolio›$3.1M
Seamount Financial Group Inc81,301
1.2% of portfolio›$3.0M
Sovran Advisors, LLC74,799
0.2% of portfolio›$2.9M
Sagespring Wealth Partners, LLC70,127
0.0% of portfolio›$2.6M
Tempus Wealth Planning, LLC68,343
0.5% of portfolio›$2.5M
Bank of New York Mellon Corp68,029
0.0% of portfolio›$2.5M
Trueblood Wealth Management, LLC66,599
0.9% of portfolio›$2.5M
MFA Wealth Services66,472
1.5% of portfolio›$2.5M
Patriot Financial Group Insurance Agency, LLC65,816
0.2% of portfolio›$2.4M
Prospera Financial Services Inc64,933
0.0% of portfolio›$2.5M
National Wealth Management Group, LLC59,617
0.6% of portfolio›$2.2M
Koshinski Asset Management, Inc.58,851
0.1% of portfolio›$2.2M
CLG LLC56,245
0.4% of portfolio›$2.1M
Blueprint Investment Partners LLC55,744
0.2% of portfolio›$2.1M
Blueprint Financial Advisors LLC55,152
0.2% of portfolio›$2.0M
Nautilus Advisors LLC54,230
1.2% of portfolio›$2.0M
CWS Financial Advisors, LLC50,912
0.4% of portfolio›$1.9M
RFG Advisory, LLC49,547
0.0% of portfolio›$1.8M
PFG Advisors48,930
0.1% of portfolio›$1.8M
J.W. Cole Advisors, Inc.48,634
0.0% of portfolio›$1.8M
Vicus Capital47,380
0.1% of portfolio›$1.8M
QTR Family Wealth, LLC47,289
0.6% of portfolio›$1.8M
Wedbush Securities Inc47,187
0.1% of portfolio›$1.7M
Bare Financial Services, Inc44,294
0.4% of portfolio›$1.6M
Gateway Investment Advisers LLC44,116
0.0% of portfolio›$1.6M
Atria Investments, Inc41,687
0.0% of portfolio›$1.5M
LifeGoal Investments, LLC40,542
0.5% of portfolio›$1.5M
Lincoln Capital LLC38,438
0.2% of portfolio›$1.4M
Lantern Wealth Advisors, LLC37,725
0.6% of portfolio›$1.4M
R2 Capital Strategies, LLC36,587
0.6% of portfolio›$1.4M
Gerber Kawasaki Wealth & Investment Management36,182
0.0% of portfolio›$1.3M
A&I Financial Services, LLC34,843
0.5% of portfolio›$1.3M
Independent Financial Group, LLC34,491
0.0% of portfolio›$1.3M
Perryman Financial Advisory Inc34,469
0.2% of portfolio›$1.3M
Financial Council, LLC31,172
0.4% of portfolio›$1.2M
Sigma Planning Corp30,701
0.0% of portfolio›$1.1M
Hunter Associates Investment Management LLC30,464
0.2% of portfolio›$1.1M
Private Client Services, LLC30,315
0.3% of portfolio›$1.1M
Simplicity Wealth,LLC29,054
0.0% of portfolio›$1.1M
M.E. Allison & Co., Inc.27,368
0.6% of portfolio›$1.0M
Security Financial Services, Inc.27,173
0.1% of portfolio›$1.0M
Summit Global Investments26,384
0.2% of portfolio›$977.0K
Dynamic Advisor Solutions LLC26,123
0.0% of portfolio›$967.3K
Farther Finance Advisors, LLC25,772
0.0% of portfolio›$954.3K
Signature Equity Partners, LLC24,591
0.3% of portfolio›$910.6K
Merited Wealth, LLC24,399
0.6% of portfolio›$903.5K
Ascentis Independent Advisors24,263
0.1% of portfolio›$898.5K
IFP Advisors, Inc23,712
0.0% of portfolio›$878.1K
Westside Investment Management, Inc.23,565
0.1% of portfolio›$872.6K
Gutierrez Wealth Advisory, LLC23,285
0.5% of portfolio›$862.2K
Signature Estate & Investment Advisors LLC21,468
0.0% of portfolio›$795.0K
Diversify Advisory Services, LLC21,154
0.0% of portfolio›$796.9K
Diversify Wealth Management, LLC21,154
0.0% of portfolio›$796.9K
First Heartland Consultants, Inc.20,091
0.0% of portfolio›$744.0K
Private Trust Co NA20,037
0.1% of portfolio›$742.0K
Perigon Wealth Management, LLC18,955
0.0% of portfolio›$701.9K
Junk Investment Group, LLC18,474
0.3% of portfolio›$684.1K
Mesirow Financial Investment Management, Inc.18,318
0.0% of portfolio›$678.3K
MSH Capital Advisors LLC16,881
0.1% of portfolio›$625.1K
Capital Investment Advisory Services, LLC16,877
0.0% of portfolio›$630.8K
Puff Wealth Management, LLC15,831
0.6% of portfolio›$586.2K
Langley Wealth Management, LLC14,541
0.5% of portfolio›$538.4K
Intrua Financial, LLC14,285
0.0% of portfolio›$529.0K
Vise Technologies, Inc.14,087
0.0% of portfolio›$521.6K
Lodestone Wealth Management LLC14,057
0.2% of portfolio›$520.5K
International Assets Investment Management, LLC13,879
0.0% of portfolio›$510.6K
First Pacific Financial12,126
0.0% of portfolio›$449.0K
Trinity Wealth Management, LLC11,934
0.1% of portfolio›$441.9K
Visionary Wealth Advisors11,739
0.0% of portfolio›$434.7K
Summit Wealth Group LLC / Co11,111
0.0% of portfolio›$411.4K
Saxony Capital Management, LLC10,432
0.2% of portfolio›$386.3K
Heritage Wealth Management, Inc.10,127
0.1% of portfolio›$375.0K
StoneX Group Inc.10,118
0.0% of portfolio›$379.0K
Summit Investment Advisory Services, LLC9,844
0.1% of portfolio›$364.5K
Oppenheimer & Co Inc9,667
0.0% of portfolio›$358.0K
Titleist Asset Management, LLC9,492
0.0% of portfolio›$351.5K
Professional Financial Advisors, LLC9,428
0.1% of portfolio›$349.1K
Armstrong, Fleming & Moore, Inc9,134
0.1% of portfolio›$338.2K
Richards, Merrill & Peterson, Inc.8,950
0.1% of portfolio›$331.4K
Ascent Group, LLC8,692
0.0% of portfolio›$321.9K
Kingswood Wealth Advisors, LLC8,585
0.0% of portfolio›$317.9K
Bond & Devick Financial Network, Inc.8,073
0.1% of portfolio›$298.9K
Whelan Financial8,000
0.1% of portfolio›$296.2K
Tcfg Investment Advisors, LLC7,895
0.1% of portfolio›$292.4K
Sunrise Financial Services, LLC7,249
0.1% of portfolio›$268.4K
Wealthcare Advisory Partners LLC7,204
0.0% of portfolio›$266.8K
Balboa Wealth Partners7,016
0.0% of portfolio›$259.8K
KOM Wealth Management Group, LLC7,010
0.1% of portfolio›$259.6K
Harpswell Capital Advisors, LLC7,000
0.2% of portfolio›$259.2K
Oregon Pacific Wealth Management, LLC6,987
0.2% of portfolio›$258.7K
Cornerstone Wealth Management, LLC6,882
0.0% of portfolio›$254.8K
Ignite Planners, LLC6,878
0.0% of portfolio›$254.7K
Strategic Blueprint, LLC6,550
0.0% of portfolio›$242.5K
Creative Financial Designs Inc6,250
0.0% of portfolio›$231.4K
TCP Asset Management, LLC6,026
0.0% of portfolio›$223.5K
Silverlake Wealth Management LLC5,989
0.0% of portfolio›$221.8K
Wealthcare Capital Partners, LLC5,989
0.1% of portfolio›$221.8K
MGO One Seven LLC5,882
0.0% of portfolio›$217.8K
Victory Financial Group, LLC5,866
0.0% of portfolio›$217.2K
Nova Financial LLC5,791
0.1% of portfolio›$214.4K
Silver Grove Financial Group, Inc.5,447
0.1% of portfolio›$201.7K
Nations Financial Group Inc,5,403
0.0% of portfolio›$200.1K
Nfsg Corp5,022
0.0% of portfolio›$186.0K
EverSource Wealth Advisors, LLC4,811
0.0% of portfolio›$178.1K
Larson Financial Group LLC3,650
0.0% of portfolio›$135.2K
Lanark Financial, Inc.3,384
0.0% of portfolio›$125.3K
Gamma Investing LLC3,178
0.0% of portfolio›$117.7K
Arvest Investments, Inc.1,330
0.0% of portfolio›$49.2K
CoreCap Advisors, LLC1,115
0.0% of portfolio›$41.3K
UMB Private Wealth Management, LLC808
0.0% of portfolio›$29.9K
Provenance Wealth Advisors, LLC739
0.0% of portfolio›$27.4K
StrongBox Wealth, LLC680
0.0% of portfolio›$25.2K
Trust Co of Toledo NA641
0.0% of portfolio›$23.7K
CX Institutional634
0.0% of portfolio›$23
Cape Investment Advisory, Inc.612
0.0% of portfolio›$22.7K
Pinnacle Bancorp, Inc.400
0.0% of portfolio›$14.8K
Spire Wealth Management376
0.0% of portfolio›$13.9K
Capital Advisors, Ltd. LLC259
0.0% of portfolio›$10
Halbert Hargrove Global Advisors, LLC252
0.0% of portfolio›$9.3K
Kelleher Financial Advisors230
0.0% of portfolio›$8.5K
Princeton Global Asset Management LLC210
0.0% of portfolio›$7.8K
Vima LLC200
0.0% of portfolio›$7.4K
Central Trust Co137
0.0% of portfolio›$5.1K
Rossby Financial, LCC125
0.0% of portfolio›$4.6K
Financial Perspectives, Inc114
0.0% of portfolio›$4.2K
Trust Co30
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Confluence Wealth Services, Inc.
3,952,447$146.4M3.8%ETFVery LowMcmurray, PA2026-11-05
Commonwealth Equity Services, LLC
2,527,896$93.6M0.1%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
1,521,438$56.3M0.3%ETFLowFairfield, IA2026-11-02
J. Derek Lewis & Associates Inc.
861,026$31.9M5.7%ETFLowNewport Beach, CA2026-11-03
Assetmark, Inc
717,968$26.6M0.0%ETFLowConcord, CA2026-10-21
Kestra Advisory Services, LLC
497,137$18.4M0.1%CoreLowAustin, TX2026-11-02
Truist Financial Corp
493,210$18.3M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
483,375$18.0M0.0%CoreLowPlymouth, MN2026-10-13
Onyx Bridge Wealth Group LLC
428,422$15.9M1.4%ETFMediumTarrytown, NY2026-10-16
KWB Wealth
417,000$15.4M1.3%ETFMediumRedlands, CA2026-10-16
Boyer Financial Services, Inc.
323,569$12.0M9.6%ETFLowNewport Beach, CA2026-10-23
RM Financial Services, LLC
321,430$11.9M9.0%ETFVery LowFalmouth, ME2026-11-03
Cullen T Bankers, Inc.
313,934$11.6M0.1%GrowthLowSan Antonio, TX2026-10-28
Sweeney & Michel, LLC
286,421$10.7M2.8%ETFVery LowChico, CA2026-10-16
Concurrent Investment Advisors, LLC
255,692$9.5M0.1%GrowthMediumTampa, FL2026-10-16
Apollon Wealth Management, LLC
240,557$8.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
NavPoint Financial, Inc.
208,803$7.7M2.7%ETFVery LowPrior Lake, MN2026-10-21
BlueChip Wealth Advisors LLC
155,623$5.8M1.9%ETFMediumMilton, GA2026-11-03
Founders Financial Securities LLC
147,053$5.4M0.3%ETFMediumTowson, MD2026-10-28
US Bancorp \de\
145,744$5.4M0.0%IndexLowMinneapolis, MN2026-11-05
D.A. Davidson & Co.
141,647$5.2M0.0%CoreLowGreat Falls, MT2026-10-28
WealthCare Investment Partners, LLC
139,635$5.2M1.2%ETFLowPortsmouth, RI2026-11-05
Shira Ridge Wealth Management
131,588$4.9M1.7%ETFLowLarkspur, CA2026-10-09
LongView Wealth Management
129,840$4.8M1.2%ETFLowAtlanta, GA2026-10-19
BNB Wealth Management, LLC
126,564$4.7M2.6%ETFMediumSilver Spring, MD2026-10-28
Venture Visionary Partners LLC
125,869$4.7M0.1%CoreLowSylvania, OH2026-10-07
Davenport & Co LLC
123,942$4.6M0.0%CoreMediumRichmond, VA2026-10-14
Jacobi Capital Management LLC
111,716$4.1M0.2%CoreLowPittston, PA2026-11-05
Fifth Third Bancorp
95,735$3.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Endeavor Private Wealth, Inc.
93,389$3.5M0.8%ETFMediumTopeka, KS2026-11-05
Park Avenue Securities LLC
84,015$3.1M0.1%ETFMediumNew York, NY2026-10-26
Latitude Advisors, LLC
83,826$3.1M1.0%ETFLowYorkville, IL2026-10-27
Seamount Financial Group Inc
81,301$3.0M1.2%ETFLowColorado Springs, CO2026-10-21
Sovran Advisors, LLC
74,799$2.9M0.2%ETFMediumSan Diego, CA2026-11-02
Sagespring Wealth Partners, LLC
70,127$2.6M0.0%ETFLowFranklin, TN2026-10-22
Tempus Wealth Planning, LLC
68,343$2.5M0.5%ETFMediumIrvine, CA2026-10-14
Bank of New York Mellon Corp
68,029$2.5M0.0%CoreLowNew York, NY2026-11-05
Trueblood Wealth Management, LLC
66,599$2.5M0.9%CoreLowLima, OH2026-10-23
MFA Wealth Services
66,472$2.5M1.5%ETFLowThousand Oaks, CA2026-10-14
Patriot Financial Group Insurance Agency, LLC
65,816$2.4M0.2%GrowthLowWalpole, MA2026-10-14
Prospera Financial Services Inc
64,933$2.5M0.0%CoreMediumDallas, TX2026-11-04
National Wealth Management Group, LLC
59,617$2.2M0.6%ETFMediumCincinnati, OH2026-10-26
Koshinski Asset Management, Inc.
58,851$2.2M0.1%ETFLowDecatur, IL2026-10-29
CLG LLC
56,245$2.1M0.4%ETFMediumLong Beach, CA2026-10-13
Blueprint Investment Partners LLC
55,744$2.1M0.2%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
55,152$2.0M0.2%GARPMediumGreensboto, NC2026-10-28
Nautilus Advisors LLC
54,230$2.0M1.2%GrowthLowLa Jolla, CA2026-10-07
CWS Financial Advisors, LLC
50,912$1.9M0.4%ETFVery LowKalamazoo, MI2026-10-16
RFG Advisory, LLC
49,547$1.8M0.0%ETFMediumBirmingham, AL2026-11-03
PFG Advisors
48,930$1.8M0.1%ETFMediumPhoenix, AZ2026-10-16
J.W. Cole Advisors, Inc.
48,634$1.8M0.0%IndexLowTampa, FL2026-11-05
Vicus Capital
47,380$1.8M0.1%ETFMediumState College, PA2026-11-05
QTR Family Wealth, LLC
47,289$1.8M0.6%GrowthMediumLake Mary, FL2026-11-02
Wedbush Securities Inc
47,187$1.7M0.1%CoreLowPasadena, CA2026-10-22
Bare Financial Services, Inc
44,294$1.6M0.4%ETFVery LowGap, PA2026-11-04
Gateway Investment Advisers LLC
44,116$1.6M0.0%GrowthLowCincinnati, OH2026-10-13
Atria Investments, Inc
41,687$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
LifeGoal Investments, LLC
40,542$1.5M0.5%ETFLowSaratoga Springs, NY2026-10-09
Lincoln Capital LLC
38,438$1.4M0.2%CoreVery LowLincoln, NE2026-10-09
Lantern Wealth Advisors, LLC
37,725$1.4M0.6%GrowthLowMelville, NY2026-10-22
R2 Capital Strategies, LLC
36,587$1.4M0.6%ETFN/ALincoln, NE2026-10-15
Gerber Kawasaki Wealth & Investment Management
36,182$1.3M0.0%ETFLowSanta Monica, CA2026-10-29
A&I Financial Services, LLC
34,843$1.3M0.5%ETFHighLone Tree, CO2026-10-15
Independent Financial Group, LLC
34,491$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Perryman Financial Advisory Inc
34,469$1.3M0.2%GrowthVery LowDallas, TX2026-10-16
Financial Council, LLC
31,172$1.2M0.4%ETFVery LowTowson, MD2026-11-02
Sigma Planning Corp
30,701$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Hunter Associates Investment Management LLC
30,464$1.1M0.2%CoreLowPittsburgh, PA2026-10-26
Private Client Services, LLC
30,315$1.1M0.3%ETFMediumLouisville, KY2026-10-02
Simplicity Wealth,LLC
29,054$1.1M0.0%ETFLowSummit, NJ2026-10-23
M.E. Allison & Co., Inc.
27,368$1.0M0.6%CoreLowSan Antonio, TX2026-10-09
Security Financial Services, Inc.
27,173$1.0M0.1%ETFMediumFort Wayne, IN2026-10-29
Summit Global Investments
26,384$977.0K0.2%CoreMediumBountiful, UT2026-10-28
Dynamic Advisor Solutions LLC
26,123$967.3K0.0%ETFLowPhoenix, AZ2026-10-13
Farther Finance Advisors, LLC
25,772$954.3K0.0%IndexLowSan Francisco, CA2026-10-08
Signature Equity Partners, LLC
24,591$910.6K0.3%GrowthMediumColumbus, OH2026-10-29
Merited Wealth, LLC
24,399$903.5K0.6%ETFMediumNorth Bay Village, FL2026-10-13
Ascentis Independent Advisors
24,263$898.5K0.1%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
23,712$878.1K0.0%GrowthLowTampa, FL2026-10-16
Westside Investment Management, Inc.
23,565$872.6K0.1%GrowthLowSanta Monica, CA2026-11-02
Gutierrez Wealth Advisory, LLC
23,285$862.2K0.5%ETFLowLittle Rock, AR2026-11-02
Signature Estate & Investment Advisors LLC
21,468$795.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Diversify Advisory Services, LLC
21,154$796.9K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
21,154$796.9K0.0%GrowthMediumSandy, UT2026-10-20
First Heartland Consultants, Inc.
20,091$744.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Private Trust Co NA
20,037$742.0K0.1%CoreLowCleveland, OH2026-10-20
Perigon Wealth Management, LLC
18,955$701.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Junk Investment Group, LLC
18,474$684.1K0.3%ETFVery LowHunt Valley, MD2026-10-19
Mesirow Financial Investment Management, Inc.
18,318$678.3K0.0%CoreLowChicago, IL2026-11-05
MSH Capital Advisors LLC
16,881$625.1K0.1%CoreLowScottsdale, AZ2026-11-03
Capital Investment Advisory Services, LLC
16,877$630.8K0.0%CoreMediumRaleigh, NC2026-10-30
Puff Wealth Management, LLC
15,831$586.2K0.6%ETFLowHaddonfield, NJ2026-10-07
Langley Wealth Management, LLC
14,541$538.4K0.5%CoreN/ACorinth, MS2026-11-04
Intrua Financial, LLC
14,285$529.0K0.0%ETFMediumHouston, TX2026-10-28
Vise Technologies, Inc.
14,087$521.6K0.0%IndexLowNew York, NY2026-10-29
Lodestone Wealth Management LLC
14,057$520.5K0.2%CoreLowSpokane, WA2026-10-14
International Assets Investment Management, LLC
13,879$510.6K0.0%CoreVery HighOrlando, FL2026-11-02
First Pacific Financial
12,126$449.0K0.0%ETFLowVancouver, WA2026-10-14
Trinity Wealth Management, LLC
11,934$441.9K0.1%ETFMediumBerwyn, PA2026-10-13
Visionary Wealth Advisors
11,739$434.7K0.0%ETFLowO'Fallon, IL2026-11-04
Summit Wealth Group LLC / Co
11,111$411.4K0.0%ETFHighColorado Springs, CO2026-10-29
Saxony Capital Management, LLC
10,432$386.3K0.2%ETFMediumSt. Louis, MO2026-10-15
Heritage Wealth Management, Inc.
10,127$375.0K0.1%CoreLowCincinnati, OH2026-10-28
StoneX Group Inc.
10,118$379.0K0.0%ETFMediumNew York, NY2026-11-03
Summit Investment Advisory Services, LLC
9,844$364.5K0.1%ETFVery LowRoseville, MN2026-11-03
Oppenheimer & Co Inc
9,667$358.0K0.0%CoreLowNew York, NY2026-10-26
Titleist Asset Management, LLC
9,492$351.5K0.0%ETFLowSan Antonio, TX2026-10-08
Professional Financial Advisors, LLC
9,428$349.1K0.1%ETFMediumNorth Platte, NE2026-10-13
Armstrong, Fleming & Moore, Inc
9,134$338.2K0.1%GrowthVery LowWashington, DC2026-10-28
Richards, Merrill & Peterson, Inc.
8,950$331.4K0.1%GrowthLowSpokane, WA2026-10-19
Ascent Group, LLC
8,692$321.9K0.0%CoreLowVirginia Beach, VA2026-10-30
Kingswood Wealth Advisors, LLC
8,585$317.9K0.0%GrowthLowSan Diego, CA2026-10-23
Bond & Devick Financial Network, Inc.
8,073$298.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Whelan Financial
8,000$296.2K0.1%ETFLowFresno, CA2026-10-28
Tcfg Investment Advisors, LLC
7,895$292.4K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Sunrise Financial Services, LLC
7,249$268.4K0.1%ETFMediumBurien, WA2026-10-21
Wealthcare Advisory Partners LLC
7,204$266.8K0.0%ETFLowWest Chester, PA2026-10-21
Balboa Wealth Partners
7,016$259.8K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
KOM Wealth Management Group, LLC
7,010$259.6K0.1%ETFLowAppleton, WI2026-10-15
Harpswell Capital Advisors, LLC
7,000$259.2K0.2%ETFMediumYarmouth, ME2026-10-09
Oregon Pacific Wealth Management, LLC
6,987$258.7K0.2%ETFMediumMedford, OR2026-10-20
Cornerstone Wealth Management, LLC
6,882$254.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Ignite Planners, LLC
6,878$254.7K0.0%CoreLowSan Clemente, CA2026-10-14
Strategic Blueprint, LLC
6,550$242.5K0.0%ETFLowAtlanta, GA2026-10-22
Creative Financial Designs Inc
6,250$231.4K0.0%ETFMediumKokomo, IN2026-11-04
TCP Asset Management, LLC
6,026$223.5K0.0%ETFLowUpper Arlington, OH2026-10-14
Silverlake Wealth Management LLC
5,989$221.8K0.0%ETFLowWilliston, VT2026-10-21
Wealthcare Capital Partners, LLC
5,989$221.8K0.1%ETFLowWest Chester, PA2026-10-21
MGO One Seven LLC
5,882$217.8K0.0%GrowthLowBeachwood, OH2026-10-28
Victory Financial Group, LLC
5,866$217.2K0.0%ETFLowAustin, TX2026-10-27
Nova Financial LLC
5,791$214.4K0.1%N/AN/ATucson, AZ2026-11-04
Silver Grove Financial Group, Inc.
5,447$201.7K0.1%CoreMediumOrchard Park, NY2026-11-05
Nations Financial Group Inc,
5,403$200.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Nfsg Corp
5,022$186.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
EverSource Wealth Advisors, LLC
4,811$178.1K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
3,650$135.2K0.0%GrowthLowSt Louis, MO2026-11-05
Lanark Financial, Inc.
3,384$125.3K0.0%CoreMediumBirmingham, AL2026-10-26
Gamma Investing LLC
3,178$117.7K0.0%IndexVery LowFoster City, CA2026-10-08
Arvest Investments, Inc.
1,330$49.2K0.0%ETFLowLowell, AR2026-10-21
CoreCap Advisors, LLC
1,115$41.3K0.0%ETFMediumSouthfield, MI2026-10-08
UMB Private Wealth Management, LLC
808$29.9K0.0%GrowthN/AKansas City, MO2026-10-19
Provenance Wealth Advisors, LLC
739$27.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
StrongBox Wealth, LLC
680$25.2K0.0%GrowthLowLee'S Summit, MO2026-11-02
Trust Co of Toledo NA
641$23.7K0.0%GrowthVery LowHolland, OH2026-10-16
CX Institutional
634$230.0%CoreMediumAuburn, IN2026-10-02
Cape Investment Advisory, Inc.
612$22.7K0.0%ETFLowMcdonough, GA2026-10-13
Pinnacle Bancorp, Inc.
400$14.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Spire Wealth Management
376$13.9K0.0%GrowthMediumMclean, VA2026-10-30
Capital Advisors, Ltd. LLC
259$100.0%ETFLowShaker Heights, OH2026-10-27
Halbert Hargrove Global Advisors, LLC
252$9.3K0.0%ETFLowLong Beach, CA2026-10-16
Kelleher Financial Advisors
230$8.5K0.0%CoreMediumNew York, NY2026-10-30
Princeton Global Asset Management LLC
210$7.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Vima LLC
200$7.4K0.0%CoreLowTroy, MI2026-10-23
Central Trust Co
137$5.1K0.0%CoreLowJefferson City, MO2026-11-05
Rossby Financial, LCC
125$4.6K0.0%ETFMediumMelbourne, FL2026-11-05
Financial Perspectives, Inc
114$4.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Trust Co
30$1.1K0.0%ETFVery LowManhattan, KS2026-10-09