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Cap Group New Geography EQ (CGNG)

CUSIP: 14021N105 | NYSE | 305 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,228,149
0.1% of portfolio›$44.8M
Bank of New York Mellon Corp1,135,408
0.0% of portfolio›$41.4M
Confluence Wealth Services, Inc.1,001,776
1.0% of portfolio›$36.5M
Assetmark, Inc895,345
0.1% of portfolio›$32.6M
Garrett Wealth Advisory Group, LLC631,764
3.5% of portfolio›$23.0M
Petredis Investment Advisors LLC525,415
1.2% of portfolio›$19.2M
Johnson Bixby & Associates, LLC510,174
2.0% of portfolio›$18.6M
Cambridge Investment Research Advisors, Inc.471,215
0.1% of portfolio›$17.2M
First Pacific Financial446,993
1.7% of portfolio›$16.3M
Wealth Enhancement Advisory Services, LLC355,368
0.0% of portfolio›$12.9M
Concurrent Investment Advisors, LLC327,961
0.1% of portfolio›$12.0M
KWB Wealth318,875
1.0% of portfolio›$11.6M
SilverOak Wealth Management LLC304,012
1.3% of portfolio›$11.1M
Quadcap Wealth Management, LLC298,020
1.0% of portfolio›$10.9M
Truist Financial Corp270,613
0.0% of portfolio›$9.9M
Sentinel Advisory Group, LLC255,354
3.8% of portfolio›$9.3M
Lincoln Capital Corp242,359
2.9% of portfolio›$8.8M
Code Waechter LLC241,096
4.2% of portfolio›$8.8M
Armor Investment Advisors, LLC232,414
2.8% of portfolio›$8.5M
Souders Financial Advisors211,156
0.7% of portfolio›$7.7M
Atria Investments, Inc207,761
0.1% of portfolio›$7.6M
Aprio Wealth Management, LLC204,869
0.3% of portfolio›$7.5M
Ergawealth Advisors, Inc.177,580
2.6% of portfolio›$6.5M
Kestra Advisory Services, LLC173,272
0.0% of portfolio›$6.3M
J. Derek Lewis & Associates Inc.171,111
1.1% of portfolio›$6.2M
Cullen T Bankers, Inc.164,020
0.1% of portfolio›$6.0M
Eagle Bay Advisors LLC147,715
3.9% of portfolio›$5.4M
NewCorp Financial Services, Inc.142,098
3.9% of portfolio›$5.2M
CRA Financial Services, LLC138,834
0.6% of portfolio›$5.1M
Equity Wealth Partners, LLC138,080
1.7% of portfolio›$5.0M
Lantz Financial LLC132,910
0.9% of portfolio›$4.8M
Cambridge Capital Management, LLC129,979
1.8% of portfolio›$4.7M
NavPoint Financial, Inc.127,821
1.6% of portfolio›$4.7M
Strategic Blueprint, LLC126,846
0.2% of portfolio›$4.6M
Stonebridge Financial Group, LLC116,962
0.3% of portfolio›$4.3M
Founders Financial Securities LLC109,601
0.2% of portfolio›$4.0M
Nations Financial Group Inc,90,068
0.2% of portfolio›$3.3M
Armstrong, Fleming & Moore, Inc84,391
1.0% of portfolio›$3.1M
National Wealth Management Group, LLC83,567
0.9% of portfolio›$3.0M
Selby Wealth Management, LLC83,476
1.1% of portfolio›$3.0M
Dmkc Advisory Services, LLC83,095
0.7% of portfolio›$3.0M
Lineweaver Wealth Advisors, LLC78,949
0.3% of portfolio›$2.9M
Stewardship Concepts Financial Services LLC76,415
1.8% of portfolio›$2.8M
Independent Financial Group, LLC76,133
0.1% of portfolio›$2.8M
Cypress Point Wealth Management, LLC75,212
0.3% of portfolio›$2.7M
Acorn Wealth Advisors, LLC72,684
0.7% of portfolio›$2.6M
Clear Creek Financial Management, LLC71,657
0.2% of portfolio›$2.6M
Stablepoint Partners, LLC71,605
0.4% of portfolio›$2.6M
Bfsg, LLC65,578
0.2% of portfolio›$2.4M
RFG Advisory, LLC63,655
0.0% of portfolio›$2.3M
Park Avenue Securities LLC56,328
0.0% of portfolio›$2.1M
Mendel Money Management55,433
0.7% of portfolio›$2.0M
Signature Estate & Investment Advisors LLC54,067
0.0% of portfolio›$2.0M
Boyer Financial Services, Inc.53,117
1.5% of portfolio›$1.9M
A&I Financial Services, LLC52,570
0.8% of portfolio›$1.9M
Cornell Pochily Investment Advisors, Inc.49,999
0.5% of portfolio›$1.8M
Sagespring Wealth Partners, LLC49,714
0.0% of portfolio›$1.8M
Venture Visionary Partners LLC49,098
0.0% of portfolio›$1.8M
PFG Advisors47,920
0.1% of portfolio›$1.7M
Claro Advisors Inc.47,244
0.2% of portfolio›$1.7M
LongView Wealth Management43,424
0.4% of portfolio›$1.6M
Pines Wealth Management, LLC43,360
0.4% of portfolio›$1.6M
Heritage Wealth Management, Inc.42,789
0.4% of portfolio›$1.6M
IFP Advisors, Inc36,895
0.0% of portfolio›$1.3M
Cornerstone Wealth Management, LLC36,757
0.1% of portfolio›$1.3M
Vise Technologies, Inc.33,854
0.0% of portfolio›$1.2M
Capital Investment Advisory Services, LLC32,874
0.1% of portfolio›$1.2M
HB Wealth Management, LLC32,506
0.0% of portfolio›$1.2M
Transcendent Capital Group LLC31,560
0.5% of portfolio›$1.2M
Sovran Advisors, LLC31,481
0.1% of portfolio›$1.1M
Dynamic Advisor Solutions LLC31,063
0.0% of portfolio›$1.1M
Michael Brady & Co., LLC30,971
1.0% of portfolio›$1.1M
BlueChip Wealth Advisors LLC29,486
0.4% of portfolio›$1.1M
Sard Wealth Management Group, LLC28,127
0.4% of portfolio›$1.0M
Lodestone Wealth Management LLC28,011
0.3% of portfolio›$1.0M
True Blue Financial, LLC27,625
0.4% of portfolio›$1.0M
Nova R Wealth, Inc.27,167
0.3% of portfolio›$990.2K
Wealthcare Advisory Partners LLC27,090
0.0% of portfolio›$987.4K
Blueprint Financial Advisors LLC26,958
0.1% of portfolio›$982.6K
Blueprint Investment Partners LLC26,958
0.1% of portfolio›$982.6K
ERn Financial, LLC26,396
0.2% of portfolio›$962.1K
Clearview Wealth Management LLC26,362
0.7% of portfolio›$949.3K
Security Financial Services, Inc.25,948
0.1% of portfolio›$945.8K
Koshinski Asset Management, Inc.25,151
0.0% of portfolio›$916.8K
Endeavor Private Wealth, Inc.25,019
0.2% of portfolio›$911.9K
Pennsylvania Capital Management Inc24,348
0.2% of portfolio›$887.5K
Quantum Financial Partners LLC23,515
0.4% of portfolio›$857.1K
Prospera Financial Services Inc21,902
0.0% of portfolio›$726.3K
Mission Wealth Management, LP21,457
0.0% of portfolio›$782.1K
BNB Wealth Management, LLC20,919
0.4% of portfolio›$762.5K
Saxony Capital Management, LLC20,880
0.3% of portfolio›$761.1K
Inspirion Wealth Advisors, LLC19,230
0.1% of portfolio›$700.9K
Ascentis Independent Advisors19,191
0.0% of portfolio›$699.5K
Birchwood Financial Partners, Inc.18,691
0.5% of portfolio›$681.3K
Diversify Wealth Management, LLC18,398
0.0% of portfolio›$645.4K
Diversify Advisory Services, LLC18,398
0.0% of portfolio›$645.4K
Apollon Wealth Management, LLC17,852
0.0% of portfolio›$650.7K
Junk Investment Group, LLC17,360
0.3% of portfolio›$632.8K
Prime Capital Investment Advisors, LLC17,185
0.0% of portfolio›$626.4K
First Heartland Consultants, Inc.17,153
0.0% of portfolio›$625.2K
Financial Partners Group, Inc16,912
0.1% of portfolio›$616.4K
William Mack & Associates, Inc.16,907
0.2% of portfolio›$616.3K
Latitude Advisors, LLC16,390
0.2% of portfolio›$597.4K
Lantern Wealth Advisors, LLC15,371
0.2% of portfolio›$560.3K
Flagship Harbor Advisors, LLC13,672
0.0% of portfolio›$498.4K
Hunter Associates Investment Management LLC13,654
0.1% of portfolio›$497.0K
Tempus Wealth Planning, LLC13,206
0.1% of portfolio›$481.3K
Center For Asset Management LLC12,905
0.2% of portfolio›$470.4K
J.W. Cole Advisors, Inc.12,184
0.0% of portfolio›$444.1K
Main Line Retirement Advisors, LLC12,026
0.2% of portfolio›$438.4K
Kingswood Wealth Advisors, LLC11,236
0.0% of portfolio›$409.6K
Balboa Wealth Partners10,453
0.1% of portfolio›$381.0K
Lincoln Capital LLC9,805
0.1% of portfolio›$357.5K
Eagle Rock Investment Company, LLC9,796
0.0% of portfolio›$357.1K
Visionary Wealth Advisors9,426
0.0% of portfolio›$343.6K
Fifth Third Bancorp9,210
0.0% of portfolio›$335.7K
Trinity Wealth Management, LLC9,053
0.1% of portfolio›$330.0K
Spire Wealth Management8,982
0.0% of portfolio›$327.4K
CLG LLC8,897
0.1% of portfolio›$324.3K
MCF Advisors LLC8,613
0.0% of portfolio›$313.9K
Roman Butler Fullerton & Co8,412
0.1% of portfolio›$292.3K
Canandaigua National Trust Co of Florida8,306
0.2% of portfolio›$302.8K
Isthmus Partners, LLC8,216
0.0% of portfolio›$299.5K
Private Trust Co NA7,929
0.0% of portfolio›$289.0K
Colonial River Investments, LLC7,515
0.1% of portfolio›$273.9K
Signature Equity Partners, LLC7,257
0.1% of portfolio›$264.5K
Merited Wealth, LLC6,963
0.2% of portfolio›$253.8K
Stephenson & Company, Inc.6,949
0.1% of portfolio›$253.3K
Avaii Wealth Management, LLC6,499
0.1% of portfolio›$239.7K
Focused Alpha, LLC6,379
0.1% of portfolio›$232.5K
Farther Finance Advisors, LLC6,375
0.0% of portfolio›$232.4K
NWF Advisory Services Inc.6,112
0.0% of portfolio›$222.8K
Landaas & Co5,964
0.0% of portfolio›$217.4K
Victory Financial Group, LLC5,808
0.0% of portfolio›$211.7K
Fortress Financial Group, LLC5,739
0.1% of portfolio›$209.2K
Jacobi Capital Management LLC3,464
0.0% of portfolio›$126.3K
Cape Investment Advisory, Inc.3,225
0.0% of portfolio›$117.6K
EverSource Wealth Advisors, LLC2,413
0.0% of portfolio›$88.0K
Richardson Capital Management LLC2,100
0.0% of portfolio›$76.5K
Creative Financial Designs Inc1,670
0.0% of portfolio›$60.9K
Silver Grove Financial Group, Inc.1,566
0.0% of portfolio›$57.1K
James T. Borello RIA996
0.0% of portfolio›$36.3K
Rossby Financial, LCC936
0.0% of portfolio›$34.1K
Provenance Wealth Advisors, LLC878
0.0% of portfolio›$32.0K
UMB Private Wealth Management, LLC539
0.0% of portfolio›$19.6K
Financial Perspectives, Inc422
0.0% of portfolio›$15.4K
Lanark Financial, Inc.397
0.0% of portfolio›$14.5K
US Bancorp \de\395
0.0% of portfolio›$14.4K
Trust Co of Toledo NA248
0.0% of portfolio›$9.0K
Root Financial Partners, LLC244
0.0% of portfolio›$8.9K
Hazlett, Burt & Watson, Inc.150
0.0% of portfolio›$5
RMG Wealth Management LLC133
0.0% of portfolio›$4.5K
CoreCap Advisors, LLC85
0.0% of portfolio›$3.1K
Central Trust Co51
0.0% of portfolio›$1.9K
Parallel Advisors, LLC20
0.0% of portfolio›$729
Marshall & Sterling Wealth Advisors Inc.6
0.0% of portfolio›$219
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,228,149$44.8M0.1%ETFLowWaltham, MA2026-11-02
Bank of New York Mellon Corp
1,135,408$41.4M0.0%CoreLowNew York, NY2026-11-05
Confluence Wealth Services, Inc.
1,001,776$36.5M1.0%ETFVery LowMcmurray, PA2026-11-05
Assetmark, Inc
895,345$32.6M0.1%ETFLowConcord, CA2026-10-21
Garrett Wealth Advisory Group, LLC
631,764$23.0M3.5%ETFVery LowWeatherford, TX2026-10-22
Petredis Investment Advisors LLC
525,415$19.2M1.2%GrowthVery LowWarrendale, PA2026-10-20
Johnson Bixby & Associates, LLC
510,174$18.6M2.0%ETFMediumVancouver, WA2026-10-14
Cambridge Investment Research Advisors, Inc.
471,215$17.2M0.1%ETFLowFairfield, IA2026-11-02
First Pacific Financial
446,993$16.3M1.7%ETFLowVancouver, WA2026-10-14
Wealth Enhancement Advisory Services, LLC
355,368$12.9M0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
327,961$12.0M0.1%GrowthMediumTampa, FL2026-10-16
KWB Wealth
318,875$11.6M1.0%ETFMediumRedlands, CA2026-10-16
SilverOak Wealth Management LLC
304,012$11.1M1.3%ETFVery LowEdina, MN2026-10-29
Quadcap Wealth Management, LLC
298,020$10.9M1.0%ETFLowFrisco, TX2026-11-02
Truist Financial Corp
270,613$9.9M0.0%CoreLowCharlotte, NC2026-10-30
Sentinel Advisory Group, LLC
255,354$9.3M3.8%ETFVery LowMiddleton, WI2026-10-20
Lincoln Capital Corp
242,359$8.8M2.9%ETFMediumEast Greenwich, RI2026-10-13
Code Waechter LLC
241,096$8.8M4.2%ETFLowTampa, FL2026-10-23
Armor Investment Advisors, LLC
232,414$8.5M2.8%ETFLowRaleigh, NC2026-10-27
Souders Financial Advisors
211,156$7.7M0.7%ETFLowCincinnati, OH2026-11-03
Atria Investments, Inc
207,761$7.6M0.1%CoreMediumCharlotte, NC2026-10-15
Aprio Wealth Management, LLC
204,869$7.5M0.3%ETFMediumAtlanta, GA2026-10-28
Ergawealth Advisors, Inc.
177,580$6.5M2.6%ETFMediumOak Brook, IL2026-10-21
Kestra Advisory Services, LLC
173,272$6.3M0.0%CoreLowAustin, TX2026-11-02
J. Derek Lewis & Associates Inc.
171,111$6.2M1.1%ETFLowNewport Beach, CA2026-11-03
Cullen T Bankers, Inc.
164,020$6.0M0.1%GrowthLowSan Antonio, TX2026-10-28
Eagle Bay Advisors LLC
147,715$5.4M3.9%GrowthMediumNew York, NY2026-10-16
NewCorp Financial Services, Inc.
142,098$5.2M3.9%ETFLowAlpharetta, GA2026-10-14
CRA Financial Services, LLC
138,834$5.1M0.6%ETFVery LowNorthfield, NJ2026-10-16
Equity Wealth Partners, LLC
138,080$5.0M1.7%ETFVery LowIndependence, MO2026-10-26
Lantz Financial LLC
132,910$4.8M0.9%ETFLowNaperville, IL2026-10-15
Cambridge Capital Management, LLC
129,979$4.7M1.8%ETFVery LowO'Fallon, IL2026-10-19
NavPoint Financial, Inc.
127,821$4.7M1.6%ETFVery LowPrior Lake, MN2026-10-21
Strategic Blueprint, LLC
126,846$4.6M0.2%ETFLowAtlanta, GA2026-10-22
Stonebridge Financial Group, LLC
116,962$4.3M0.3%ETFMediumWormleysburg, PA2026-10-01
Founders Financial Securities LLC
109,601$4.0M0.2%ETFMediumTowson, MD2026-10-28
Nations Financial Group Inc,
90,068$3.3M0.2%CoreLowCedar Rapids, IA2026-11-05
Armstrong, Fleming & Moore, Inc
84,391$3.1M1.0%GrowthVery LowWashington, DC2026-10-28
National Wealth Management Group, LLC
83,567$3.0M0.9%ETFMediumCincinnati, OH2026-10-26
Selby Wealth Management, LLC
83,476$3.0M1.1%ETFVery LowEmeryville, CA2026-10-16
Dmkc Advisory Services, LLC
83,095$3.0M0.7%ETFLowDes Moines, IA2026-11-04
Lineweaver Wealth Advisors, LLC
78,949$2.9M0.3%ETFLowValley View, OH2026-10-13
Stewardship Concepts Financial Services LLC
76,415$2.8M1.8%ETFLowSpokane, WA2026-10-06
Independent Financial Group, LLC
76,133$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
Cypress Point Wealth Management, LLC
75,212$2.7M0.3%ETFLowDallas, TX2026-11-03
Acorn Wealth Advisors, LLC
72,684$2.6M0.7%ETFLowGrand Blanc, MI2026-10-19
Clear Creek Financial Management, LLC
71,657$2.6M0.2%ETFMediumSilverdale, WA2026-10-28
Stablepoint Partners, LLC
71,605$2.6M0.4%CoreLowBraintree, MA2026-11-03
Bfsg, LLC
65,578$2.4M0.2%CoreLowIrvine, CA2026-10-30
RFG Advisory, LLC
63,655$2.3M0.0%ETFMediumBirmingham, AL2026-11-03
Park Avenue Securities LLC
56,328$2.1M0.0%ETFMediumNew York, NY2026-10-26
Mendel Money Management
55,433$2.0M0.7%GrowthMediumNorthbrook, IL2026-11-02
Signature Estate & Investment Advisors LLC
54,067$2.0M0.0%ETFMediumLos Angeles, CA2026-10-13
Boyer Financial Services, Inc.
53,117$1.9M1.5%ETFLowNewport Beach, CA2026-10-23
A&I Financial Services, LLC
52,570$1.9M0.8%ETFHighLone Tree, CO2026-10-15
Cornell Pochily Investment Advisors, Inc.
49,999$1.8M0.5%CoreLowIthaca, NY2026-10-19
Sagespring Wealth Partners, LLC
49,714$1.8M0.0%ETFLowFranklin, TN2026-10-22
Venture Visionary Partners LLC
49,098$1.8M0.0%CoreLowSylvania, OH2026-10-07
PFG Advisors
47,920$1.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Claro Advisors Inc.
47,244$1.7M0.2%CoreLowBoston, MA2026-11-02
LongView Wealth Management
43,424$1.6M0.4%ETFLowAtlanta, GA2026-10-19
Pines Wealth Management, LLC
43,360$1.6M0.4%GrowthLowSouthern Pines, NC2026-10-21
Heritage Wealth Management, Inc.
42,789$1.6M0.4%CoreLowCincinnati, OH2026-10-28
IFP Advisors, Inc
36,895$1.3M0.0%GrowthLowTampa, FL2026-10-16
Cornerstone Wealth Management, LLC
36,757$1.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Vise Technologies, Inc.
33,854$1.2M0.0%IndexLowNew York, NY2026-10-29
Capital Investment Advisory Services, LLC
32,874$1.2M0.1%CoreMediumRaleigh, NC2026-10-30
HB Wealth Management, LLC
32,506$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Transcendent Capital Group LLC
31,560$1.2M0.5%ETFMediumEdmond, OK2026-10-28
Sovran Advisors, LLC
31,481$1.1M0.1%ETFMediumSan Diego, CA2026-11-02
Dynamic Advisor Solutions LLC
31,063$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
Michael Brady & Co., LLC
30,971$1.1M1.0%ETFLowWestlake, OH2026-10-23
BlueChip Wealth Advisors LLC
29,486$1.1M0.4%ETFMediumMilton, GA2026-11-03
Sard Wealth Management Group, LLC
28,127$1.0M0.4%ETFVery LowAtlanta, GA2026-10-16
Lodestone Wealth Management LLC
28,011$1.0M0.3%CoreLowSpokane, WA2026-10-14
True Blue Financial, LLC
27,625$1.0M0.4%ETFLowStevensville, MI2026-10-15
Nova R Wealth, Inc.
27,167$990.2K0.3%ETFLowOverland Park, KS2026-10-26
Wealthcare Advisory Partners LLC
27,090$987.4K0.0%ETFLowWest Chester, PA2026-10-21
Blueprint Financial Advisors LLC
26,958$982.6K0.1%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
26,958$982.6K0.1%ETFMediumGreensboro, NC2026-10-28
ERn Financial, LLC
26,396$962.1K0.2%ETFVery LowMiddleton, WI2026-10-28
Clearview Wealth Management LLC
26,362$949.3K0.7%ETFLowIrvine, CA2026-10-16
Security Financial Services, Inc.
25,948$945.8K0.1%ETFMediumFort Wayne, IN2026-10-29
Koshinski Asset Management, Inc.
25,151$916.8K0.0%ETFLowDecatur, IL2026-10-29
Endeavor Private Wealth, Inc.
25,019$911.9K0.2%ETFMediumTopeka, KS2026-11-05
Pennsylvania Capital Management Inc
24,348$887.5K0.2%GrowthLowHuntingdon Valley, PA2026-11-05
Quantum Financial Partners LLC
23,515$857.1K0.4%ETFN/AOverland Park, KS2026-10-19
Prospera Financial Services Inc
21,902$726.3K0.0%CoreMediumDallas, TX2026-11-04
Mission Wealth Management, LP
21,457$782.1K0.0%ETFLowSanta Barbara, CA2026-10-15
BNB Wealth Management, LLC
20,919$762.5K0.4%ETFMediumSilver Spring, MD2026-10-28
Saxony Capital Management, LLC
20,880$761.1K0.3%ETFMediumSt. Louis, MO2026-10-15
Inspirion Wealth Advisors, LLC
19,230$700.9K0.1%ETFMediumLibertyville, IL2026-10-09
Ascentis Independent Advisors
19,191$699.5K0.0%ETFLowDallas, TX2026-11-03
Birchwood Financial Partners, Inc.
18,691$681.3K0.5%ETFVery LowBloomington, MN2026-11-02
Diversify Wealth Management, LLC
18,398$645.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
18,398$645.4K0.0%GrowthLowSandy, UT2026-10-20
Apollon Wealth Management, LLC
17,852$650.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Junk Investment Group, LLC
17,360$632.8K0.3%ETFVery LowHunt Valley, MD2026-10-19
Prime Capital Investment Advisors, LLC
17,185$626.4K0.0%ETFLowOverland Park, KS2026-10-20
First Heartland Consultants, Inc.
17,153$625.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Financial Partners Group, Inc
16,912$616.4K0.1%ETFLowOverland Park, KS2026-10-19
William Mack & Associates, Inc.
16,907$616.3K0.2%ETFLowTroy, MI2026-10-27
Latitude Advisors, LLC
16,390$597.4K0.2%ETFLowYorkville, IL2026-10-27
Lantern Wealth Advisors, LLC
15,371$560.3K0.2%GrowthLowMelville, NY2026-10-22
Flagship Harbor Advisors, LLC
13,672$498.4K0.0%ETFMediumBoston, MA2026-10-26
Hunter Associates Investment Management LLC
13,654$497.0K0.1%CoreLowPittsburgh, PA2026-10-26
Tempus Wealth Planning, LLC
13,206$481.3K0.1%ETFMediumIrvine, CA2026-10-14
Center For Asset Management LLC
12,905$470.4K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
J.W. Cole Advisors, Inc.
12,184$444.1K0.0%IndexLowTampa, FL2026-11-05
Main Line Retirement Advisors, LLC
12,026$438.4K0.2%ETFLowWhitefish, MT2026-10-14
Kingswood Wealth Advisors, LLC
11,236$409.6K0.0%GrowthLowSan Diego, CA2026-10-23
Balboa Wealth Partners
10,453$381.0K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Lincoln Capital LLC
9,805$357.5K0.1%CoreVery LowLincoln, NE2026-10-09
Eagle Rock Investment Company, LLC
9,796$357.1K0.0%CoreLowAtlanta, GA2026-10-21
Visionary Wealth Advisors
9,426$343.6K0.0%ETFLowO'Fallon, IL2026-11-04
Fifth Third Bancorp
9,210$335.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Trinity Wealth Management, LLC
9,053$330.0K0.1%ETFMediumBerwyn, PA2026-10-13
Spire Wealth Management
8,982$327.4K0.0%GrowthMediumMclean, VA2026-10-30
CLG LLC
8,897$324.3K0.1%ETFMediumLong Beach, CA2026-10-13
MCF Advisors LLC
8,613$313.9K0.0%ETFLowLexington, KY2026-10-28
Roman Butler Fullerton & Co
8,412$292.3K0.1%GrowthMediumSt Louis, MO2026-10-27
Canandaigua National Trust Co of Florida
8,306$302.8K0.2%CoreLowCanandaigua, NY2026-10-07
Isthmus Partners, LLC
8,216$299.5K0.0%ValueMediumMadison, WI2026-10-21
Private Trust Co NA
7,929$289.0K0.0%CoreLowCleveland, OH2026-10-20
Colonial River Investments, LLC
7,515$273.9K0.1%GrowthMediumMidlothian, VA2026-10-19
Signature Equity Partners, LLC
7,257$264.5K0.1%GrowthMediumColumbus, OH2026-10-29
Merited Wealth, LLC
6,963$253.8K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Stephenson & Company, Inc.
6,949$253.3K0.1%ETFVery LowSan Clemente, CA2026-10-30
Avaii Wealth Management, LLC
6,499$239.7K0.1%ETFMediumAppleton, WI2026-10-09
Focused Alpha, LLC
6,379$232.5K0.1%CoreMediumDenver, CO2026-10-20
Farther Finance Advisors, LLC
6,375$232.4K0.0%IndexLowSan Francisco, CA2026-10-08
NWF Advisory Services Inc.
6,112$222.8K0.0%GARPLowLos Angeles, CA2026-10-19
Landaas & Co
5,964$217.4K0.0%ETFVery LowMilwaukee, WI2026-10-29
Victory Financial Group, LLC
5,808$211.7K0.0%ETFLowAustin, TX2026-10-27
Fortress Financial Group, LLC
5,739$209.2K0.1%ETFMediumRochester, MN2026-10-21
Jacobi Capital Management LLC
3,464$126.3K0.0%CoreLowPittston, PA2026-11-05
Cape Investment Advisory, Inc.
3,225$117.6K0.0%ETFLowMcdonough, GA2026-10-13
EverSource Wealth Advisors, LLC
2,413$88.0K0.0%CoreMediumBirmingham, AL2026-11-04
Richardson Capital Management LLC
2,100$76.5K0.0%ETFLowMenomonee Falls, WI2026-10-23
Creative Financial Designs Inc
1,670$60.9K0.0%ETFMediumKokomo, IN2026-11-04
Silver Grove Financial Group, Inc.
1,566$57.1K0.0%CoreMediumOrchard Park, NY2026-11-05
James T. Borello RIA
996$36.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Rossby Financial, LCC
936$34.1K0.0%ETFMediumMelbourne, FL2026-11-05
Provenance Wealth Advisors, LLC
878$32.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
UMB Private Wealth Management, LLC
539$19.6K0.0%GrowthN/AKansas City, MO2026-10-19
Financial Perspectives, Inc
422$15.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Lanark Financial, Inc.
397$14.5K0.0%CoreMediumBirmingham, AL2026-10-26
US Bancorp \de\
395$14.4K0.0%IndexLowMinneapolis, MN2026-11-05
Trust Co of Toledo NA
248$9.0K0.0%GrowthVery LowHolland, OH2026-10-16
Root Financial Partners, LLC
244$8.9K0.0%ETFMediumEncinitas, CA2026-10-21
Hazlett, Burt & Watson, Inc.
150$50.0%CoreVery LowWheeling, WV2026-11-04
RMG Wealth Management LLC
133$4.5K0.0%ETFVery HighPlatteville, WI2026-10-26
CoreCap Advisors, LLC
85$3.1K0.0%ETFMediumSouthfield, MI2026-10-08
Central Trust Co
51$1.9K0.0%CoreLowJefferson City, MO2026-11-05
Parallel Advisors, LLC
20$7290.0%IndexLowSan Francisco, CA2026-11-03
Marshall & Sterling Wealth Advisors Inc.
6$2190.0%ETFMediumPoughkeepsie, NY2026-10-28