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First Trust North American E (EMLP)

CUSIP: 33738D101 | NYSE | 972 institutional holders

Quarters

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

Capital Investment Advisors, LLC4,410,779
2.3% of portfolio›$180.8M
Glenview Trust Co2,472,222
1.4% of portfolio›$101.3M
Commonwealth Equity Services, LLC952,045
0.1% of portfolio›$39.0M
Altfest L J & Co Inc946,366
3.9% of portfolio›$38.8M
Welch & Forbes LLC927,764
0.5% of portfolio›$38.0M
Lee Financial Co704,316
3.6% of portfolio›$28.9M
Barry Investment Advisors, LLC560,385
4.4% of portfolio›$23.0M
Kestra Private Wealth Services, LLC526,225
0.2% of portfolio›$21.6M
New England Private Wealth Advisors LLC311,522
1.2% of portfolio›$12.8M
Cambridge Investment Research Advisors, Inc.243,875
0.1% of portfolio›$10.0M
Kestra Advisory Services, LLC226,633
0.0% of portfolio›$9.3M
Park National Corp217,360
0.2% of portfolio›$8.9M
Certuity, LLC211,177
0.4% of portfolio›$8.7M
B. Riley Wealth Advisors, Inc.208,816
0.3% of portfolio›$8.6M
Pinnacle Wealth Planning Services, Inc.199,214
0.8% of portfolio›$8.2M
Crusonia Wealth Advisors LLC196,029
1.2% of portfolio›$8.0M
Ashton Thomas Private Wealth, LLC190,771
0.2% of portfolio›$7.8M
Nvest Wealth Strategies, Inc.184,550
5.5% of portfolio›$7.6M
Focus Financial Network, Inc.173,198
0.2% of portfolio›$7.1M
HBW Advisory Services LLC145,746
0.6% of portfolio›$6.0M
Appleton Partners Inc129,609
0.8% of portfolio›$5.3M
Prime Capital Investment Advisors, LLC121,296
0.0% of portfolio›$5.0M
Flagstar Securities, Inc117,827
1.5% of portfolio›$4.8M
D.A. Davidson & Co.112,810
0.0% of portfolio›$4.6M
Chicago Partners Investment Group LLC107,018
0.1% of portfolio›$4.7M
Beacon Financial Group102,941
0.4% of portfolio›$4.2M
Daymark Wealth Partners, LLC99,661
0.1% of portfolio›$4.1M
ARQ Wealth Advisors, LLC89,048
0.4% of portfolio›$3.7M
Hobart Private Capital, LLC79,202
0.5% of portfolio›$3.2M
Landmark Wealth Management, LLC79,133
0.8% of portfolio›$3.2M
Prospera Financial Services Inc78,406
0.0% of portfolio›$3.5M
Crumly & Associates Inc.72,836
0.5% of portfolio›$3.0M
VestGen Advisors, LLC63,924
0.1% of portfolio›$2.6M
True Blue Financial, LLC62,377
0.9% of portfolio›$2.6M
Glass Jacobson Investment Advisors llc60,758
0.8% of portfolio›$2.5M
Focused Alpha, LLC57,829
0.6% of portfolio›$2.4M
Farther Finance Advisors, LLC57,351
0.0% of portfolio›$2.4M
Auour Investments LLC53,649
0.6% of portfolio›$2.2M
Ascentis Independent Advisors52,153
0.1% of portfolio›$2.1M
Encompass More Asset Management49,730
0.3% of portfolio›$2.0M
Cambridge Advisors Inc.46,219
0.3% of portfolio›$1.9M
Tounjian Advisory Partners, LLC45,507
0.8% of portfolio›$1.9M
Cornerstone Wealth Management, LLC43,348
0.1% of portfolio›$1.8M
Wagner Wealth Management, LLC40,958
0.3% of portfolio›$1.7M
Walker Asset Management, LLC40,588
0.8% of portfolio›$1.7M
Elevated Capital Advisors, LLC40,572
0.6% of portfolio›$1.7M
Puff Wealth Management, LLC40,276
1.6% of portfolio›$1.7M
Sigma Planning Corp39,941
0.0% of portfolio›$1.6M
BlueChip Wealth Advisors LLC39,128
0.5% of portfolio›$1.6M
Truist Financial Corp38,476
0.0% of portfolio›$1.6M
Concurrent Investment Advisors, LLC38,343
0.0% of portfolio›$1.6M
Partners Wealth Management, LLC37,585
0.2% of portfolio›$1.5M
Keystone Financial Group, Inc.33,911
0.7% of portfolio›$1.4M
American Institute for Advanced Investment Management, LLP32,265
0.8% of portfolio›$1.3M
Elevation Point Wealth Partners, LLC31,402
0.0% of portfolio›$1.3M
Cottonwood Capital Advisors, LLC31,331
0.8% of portfolio›$1.3M
Cherry Creek Investment Advisors, Inc.27,790
0.4% of portfolio›$1.1M
Apella Capital, LLC27,008
0.0% of portfolio›$1.1M
Greenwood Capital Associates LLC26,930
0.1% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC26,184
0.0% of portfolio›$1.1M
Independent Financial Group, LLC25,575
0.0% of portfolio›$1.0M
Aprio Wealth Management, LLC25,417
0.0% of portfolio›$1.0M
Worthington Financial Partners, LLC25,305
0.9% of portfolio›$1.0M
Great Diamond Partners, LLC24,644
0.2% of portfolio›$1.0M
G&S Capital LLC23,848
0.3% of portfolio›$977.5K
Magnus Financial Group LLC23,148
0.1% of portfolio›$948.8K
Objective Capital Management, LLC22,657
0.8% of portfolio›$928.7K
First Heartland Consultants, Inc.22,580
0.1% of portfolio›$925.6K
Wagner Wealth Management, Corp22,314
0.7% of portfolio›$914.7K
Tcfg Investment Advisors, LLC22,269
0.3% of portfolio›$912.8K
Wealth Enhancement Advisory Services, LLC21,485
0.0% of portfolio›$910.3K
Tred Avon Family Wealth, LLC21,176
0.3% of portfolio›$868.0K
Quad-Cities Investment Group, LLC20,610
0.3% of portfolio›$844.8K
Koshinski Asset Management, Inc.20,025
0.0% of portfolio›$820.8K
Stegent Equity Advisors, Inc.19,991
0.6% of portfolio›$819.4K
Northwest Wealth Management, LLC19,190
0.1% of portfolio›$786.6K
Oppenheimer & Co Inc19,122
0.0% of portfolio›$783.8K
Visionary Wealth Advisors18,765
0.0% of portfolio›$769.2K
Kingswood Wealth Advisors, LLC18,318
0.0% of portfolio›$750.9K
Asset One Wealth Management LLC17,338
0.1% of portfolio›$710.7K
Kraematon Investment Advisors, Inc17,087
0.5% of portfolio›$700.4K
Destiny Wealth Partners, LLC16,588
0.1% of portfolio›$736.7K
Lido Advisors, LLC16,137
0.0% of portfolio›$661.5K
Sheets Smith Wealth Management15,730
0.1% of portfolio›$644.8K
MCF Advisors LLC15,283
0.0% of portfolio›$626.4K
LifeWealth Investments, LLC14,973
0.2% of portfolio›$613.7K
Integrated Advisors Network LLC14,529
0.0% of portfolio›$595.5K
Colorado Capital Management, Inc.14,301
0.5% of portfolio›$586.0K
Wealth Effects LLC14,031
0.2% of portfolio›$575.1K
Cascade Investment Group, Inc.13,627
0.3% of portfolio›$558.6K
Americana Partners, LLC13,587
0.0% of portfolio›$556.9K
Winebrenner Capital Management LLC13,361
0.4% of portfolio›$547.7K
Beam Wealth Advisors, Inc.13,209
0.1% of portfolio›$541.4K
Beaumont Financial Advisors, LLC13,051
0.0% of portfolio›$535.0K
Wedmont Private Capital12,836
0.0% of portfolio›$543.8K
PKS Advisory Services, LLC12,656
0.1% of portfolio›$550.5K
Prosperity Financial Group, Inc.11,705
0.1% of portfolio›$479.8K
Castle Rock Wealth Management, LLC11,580
0.1% of portfolio›$491.0K
Retirement Planning Group, LLC11,438
0.0% of portfolio›$468.8K
IFP Advisors, Inc10,899
0.0% of portfolio›$446.8K
Creative Planning10,676
0.0% of portfolio›$437.6K
Choreo, LLC10,399
0.0% of portfolio›$427.6K
MTM Investment Management, LLC10,066
0.1% of portfolio›$412.6K
Sovran Advisors, LLC9,980
0.0% of portfolio›$445.1K
Howard Financial Services, Ltd.9,835
0.0% of portfolio›$403.1K
Intrua Financial, LLC9,814
0.0% of portfolio›$402.3K
Soltis Investment Advisors LLC9,762
0.0% of portfolio›$400.1K
Allen Capital Group, LLC9,734
0.0% of portfolio›$399.0K
SeaCrest Wealth Management, LLC9,463
0.0% of portfolio›$387.9K
Dhjj Financial Advisors, Ltd.9,411
0.1% of portfolio›$385.8K
Ballew Advisors, Inc9,379
0.2% of portfolio›$389.6K
Wedbush Securities Inc8,657
0.0% of portfolio›$355.0K
MGO One Seven LLC8,447
0.0% of portfolio›$346.2K
Endowment Wealth Management, Inc.8,303
0.1% of portfolio›$340.4K
National Wealth Management Group, LLC7,744
0.1% of portfolio›$317.4K
Park Avenue Securities LLC7,490
0.0% of portfolio›$307.0K
Apollon Wealth Management, LLC7,242
0.0% of portfolio›$296.9K
Private Trust Co NA7,112
0.0% of portfolio›$291.5K
Canvas Wealth Advisors, LLC7,020
0.0% of portfolio›$313.1K
StoneX Group Inc.6,905
0.0% of portfolio›$288.7K
Patriot Financial Group Insurance Agency, LLC6,900
0.0% of portfolio›$282.8K
MV Capital Management, Inc.6,775
0.0% of portfolio›$277.7K
Davenport & Co LLC6,745
0.0% of portfolio›$276.5K
International Assets Investment Management, LLC6,717
0.0% of portfolio›$277.2K
Clark Asset Management, LLC6,119
0.0% of portfolio›$250.8K
Investors Research Corp5,923
0.0% of portfolio›$242.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,766
0.0% of portfolio›$236.3K
Steinberganna Wealth Management5,689
0.1% of portfolio›$233.2K
Chapin Davis, Inc.5,636
0.0% of portfolio›$231.0K
Avior Wealth Management, LLC5,595
0.0% of portfolio›$229.3K
Integrity Alliance, Llc.5,333
0.0% of portfolio›$218.6K
Robertson Stephens Wealth Management, LLC5,108
0.0% of portfolio›$209.4K
Peterson Wealth Advisors, LLC5,065
0.0% of portfolio›$207.6K
Gamma Investing LLC4,942
0.0% of portfolio›$202.6K
Wealthcare Advisory Partners LLC4,924
0.0% of portfolio›$201.8K
Blue Trust, Inc.4,683
0.0% of portfolio›$192.0K
Signature Equity Partners, LLC4,119
0.1% of portfolio›$168.8K
Register Financial Advisors LLC3,880
0.0% of portfolio›$159.0K
Capital Investment Advisory Services, LLC3,683
0.0% of portfolio›$151.0K
Citigroup Inc3,367
0.0% of portfolio›$138.0K
DeDora Capital, Inc.3,228
0.0% of portfolio›$132.3K
Mowery & Schoenfeld Wealth Management, LLC3,152
0.1% of portfolio›$129.2K
Eastern Bank2,080
0.0% of portfolio›$85.3K
Holos Integrated Wealth LLC2,065
0.0% of portfolio›$88.1K
CX Institutional2,056
0.0% of portfolio›$84
Gilpin Wealth Management, LLC1,931
0.1% of portfolio›$79.2K
Versant Capital Management, Inc1,693
0.0% of portfolio›$69.4K
Hoese & Co LLP1,685
0.0% of portfolio›$69.1K
Mather Group, Llc.1,569
0.0% of portfolio›$64.3K
Lanark Financial, Inc.1,559
0.0% of portfolio›$63.9K
Plante Moran Financial Advisors, LLC1,510
0.0% of portfolio›$61.9K
Assetmark, Inc1,258
0.0% of portfolio›$51.6K
JFS Wealth Advisors, LLC1,006
0.0% of portfolio›$41.2K
Parallel Advisors, LLC1,000
0.0% of portfolio›$41.0K
MassMutual Private Wealth & Trust, FSB1,000
0.0% of portfolio›$41.0K
Reap Financial Group, LLC935
0.0% of portfolio›$38.3K
Root Financial Partners, LLC924
0.0% of portfolio›$37.9K
Compass Financial Management LLC832
0.0% of portfolio›$34.1K
Wilmington Savings Fund Society, FSB806
0.0% of portfolio›$33.0K
CoreCap Advisors, LLC792
0.0% of portfolio›$32.5K
Duncker Streett & Co Inc735
0.0% of portfolio›$30.1K
Decker Retirement Planning Inc.717
0.0% of portfolio›$29.4K
Harbor Investment Advisory, LLC662
0.0% of portfolio›$27.1K
City Holding Co600
0.0% of portfolio›$24.6K
SBI Securities Co., Ltd.476
0.0% of portfolio›$19.5K
Golden State Wealth Management, LLC457
0.0% of portfolio›$18.7K
Balance Wealth Partners LLC411
0.0% of portfolio›$16.9K
Moisand Fitzgerald Tamayo, LLC328
0.0% of portfolio›$13.4K
Salomon & Ludwin, LLC275
0.0% of portfolio›$11.3K
Spire Wealth Management241
0.0% of portfolio›$9.9K
Triumph Capital Management200
0.0% of portfolio›$8.2K
Creative Financial Designs Inc190
0.0% of portfolio›$7.8K
Avion Wealth153
0.0% of portfolio›$6
Evolution Wealth Management Inc.150
0.0% of portfolio›$6.1K
GK Wealth Management LLC128
0.0% of portfolio›$5.2K
Comprehensive Financial Planning, Inc.106
0.0% of portfolio›$4.3K
Quest 10 Wealth Builders, Inc.77
0.0% of portfolio›$3.2K
Covestor Ltd53
0.0% of portfolio›$2
North Star Investment Management Corp.52
0.0% of portfolio›$2.1K
Raleigh Capital Management Inc.2
0.0% of portfolio›$94
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
4,410,779$180.8M2.3%CoreLowAtlanta, GA2026-10-22
Glenview Trust Co
2,472,222$101.3M1.4%GrowthVery LowLouisville, KY2026-10-28
Commonwealth Equity Services, LLC
952,045$39.0M0.1%ETFLowWaltham, MA2026-11-02
Altfest L J & Co Inc
946,366$38.8M3.9%ETFHighNew York, NY2026-10-27
Welch & Forbes LLC
927,764$38.0M0.5%CoreVery LowBoston, MA2026-11-04
Lee Financial Co
704,316$28.9M3.6%ETFVery LowDallas, TX2026-10-16
Barry Investment Advisors, LLC
560,385$23.0M4.4%ETFLowNew Bedford, MA2026-10-14
Kestra Private Wealth Services, LLC
526,225$21.6M0.2%GrowthLowAustin, TX2026-10-30
New England Private Wealth Advisors LLC
311,522$12.8M1.2%ETFVery LowWellesley, MA2026-10-19
Cambridge Investment Research Advisors, Inc.
243,875$10.0M0.1%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
226,633$9.3M0.0%CoreLowAustin, TX2026-11-02
Park National Corp
217,360$8.9M0.2%CoreLowNewark, OH2026-10-05
Certuity, LLC
211,177$8.7M0.4%GARPLowNorth Palm Beach, FL2026-11-02
B. Riley Wealth Advisors, Inc.
208,816$8.6M0.3%GrowthLowMemphis, TN2026-10-13
Pinnacle Wealth Planning Services, Inc.
199,214$8.2M0.8%GARPLowMansfield, OH2026-10-27
Crusonia Wealth Advisors LLC
196,029$8.0M1.2%ETFVery LowDenver, CO2026-10-26
Ashton Thomas Private Wealth, LLC
190,771$7.8M0.2%CoreMediumScottsdale, AZ2026-11-03
Nvest Wealth Strategies, Inc.
184,550$7.6M5.5%ETFVery LowPowell, OH2026-10-14
Focus Financial Network, Inc.
173,198$7.1M0.2%ETFLowMinneapolis, MN2026-10-14
HBW Advisory Services LLC
145,746$6.0M0.6%ETFMediumSimi Valley, CA2026-10-15
Appleton Partners Inc
129,609$5.3M0.8%GrowthLowBoston, MA2026-10-30
Prime Capital Investment Advisors, LLC
121,296$5.0M0.0%ETFLowOverland Park, KS2026-10-20
Flagstar Securities, Inc
117,827$4.8M1.5%ETFVery LowNew York, NY2026-10-15
D.A. Davidson & Co.
112,810$4.6M0.0%CoreLowGreat Falls, MT2026-10-28
Chicago Partners Investment Group LLC
107,018$4.7M0.1%GARPLowChicago, IL2026-10-27
Beacon Financial Group
102,941$4.2M0.4%ETFMediumDallas, TX2026-10-19
Daymark Wealth Partners, LLC
99,661$4.1M0.1%CoreLowCincinnati, OH2026-11-04
ARQ Wealth Advisors, LLC
89,048$3.7M0.4%ETFLowScottsdale, AZ2026-10-29
Hobart Private Capital, LLC
79,202$3.2M0.5%ETFMediumCharlotte, NC2026-10-19
Landmark Wealth Management, LLC
79,133$3.2M0.8%ETFVery LowMelville, NY2026-11-03
Prospera Financial Services Inc
78,406$3.5M0.0%CoreMediumDallas, TX2026-11-04
Crumly & Associates Inc.
72,836$3.0M0.5%ETFMediumSpringfield, IL2026-10-07
VestGen Advisors, LLC
63,924$2.6M0.1%GrowthMediumChicago, IL2026-10-27
True Blue Financial, LLC
62,377$2.6M0.9%ETFLowStevensville, MI2026-10-15
Glass Jacobson Investment Advisors llc
60,758$2.5M0.8%ETFLowOwings Mills, MD2026-10-26
Focused Alpha, LLC
57,829$2.4M0.6%CoreMediumDenver, CO2026-10-20
Farther Finance Advisors, LLC
57,351$2.4M0.0%IndexLowSan Francisco, CA2026-10-08
Auour Investments LLC
53,649$2.2M0.6%ETFLowWoburn, MA2026-10-28
Ascentis Independent Advisors
52,153$2.1M0.1%ETFLowDallas, TX2026-11-03
Encompass More Asset Management
49,730$2.0M0.3%ETFHighDanville, CA2026-10-16
Cambridge Advisors Inc.
46,219$1.9M0.3%ETFVery LowOmaha, NE2026-10-19
Tounjian Advisory Partners, LLC
45,507$1.9M0.8%GrowthHighFort Myers, FL2026-11-04
Cornerstone Wealth Management, LLC
43,348$1.8M0.1%ETFVery LowSt. Peters, MO2026-11-04
Wagner Wealth Management, LLC
40,958$1.7M0.3%ETFLowGreenville, SC2026-10-21
Walker Asset Management, LLC
40,588$1.7M0.8%CoreVery LowSpringfield, MO2026-10-13
Elevated Capital Advisors, LLC
40,572$1.7M0.6%ETFMediumSandy, UT2026-11-04
Puff Wealth Management, LLC
40,276$1.7M1.6%ETFLowHaddonfield, NJ2026-10-07
Sigma Planning Corp
39,941$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
BlueChip Wealth Advisors LLC
39,128$1.6M0.5%ETFMediumMilton, GA2026-11-03
Truist Financial Corp
38,476$1.6M0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
38,343$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Partners Wealth Management, LLC
37,585$1.5M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Keystone Financial Group, Inc.
33,911$1.4M0.7%ETFLowAtlanta, GA2026-10-13
American Institute for Advanced Investment Management, LLP
32,265$1.3M0.8%ETFLowScottsdale, AZ2026-11-03
Elevation Point Wealth Partners, LLC
31,402$1.3M0.0%CoreHighDenver, CO2026-11-05
Cottonwood Capital Advisors, LLC
31,331$1.3M0.8%ETFVery LowSalt Lake City, UT2026-10-20
Cherry Creek Investment Advisors, Inc.
27,790$1.1M0.4%GrowthLowEnglewood, CO2026-10-14
Apella Capital, LLC
27,008$1.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Greenwood Capital Associates LLC
26,930$1.1M0.1%CoreMediumGreenwood, SC2026-10-27
Signature Estate & Investment Advisors LLC
26,184$1.1M0.0%ETFMediumLos Angeles, CA2026-10-13
Independent Financial Group, LLC
25,575$1.0M0.0%GrowthLowSan Diego, CA2026-10-13
Aprio Wealth Management, LLC
25,417$1.0M0.0%ETFMediumAtlanta, GA2026-10-28
Worthington Financial Partners, LLC
25,305$1.0M0.9%GrowthLowWorthington, OH2026-10-13
Great Diamond Partners, LLC
24,644$1.0M0.2%CoreMediumPortland, ME2026-10-13
G&S Capital LLC
23,848$977.5K0.3%CoreMediumDenver, CO2026-10-23
Magnus Financial Group LLC
23,148$948.8K0.1%ETFLowNew York, NY2026-10-21
Objective Capital Management, LLC
22,657$928.7K0.8%ETFLowFairlawn, OH2026-10-13
First Heartland Consultants, Inc.
22,580$925.6K0.1%ETFMediumLake St. Louis, MO2026-10-08
Wagner Wealth Management, Corp
22,314$914.7K0.7%ETFHighConyngham, PA2026-10-20
Tcfg Investment Advisors, LLC
22,269$912.8K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Wealth Enhancement Advisory Services, LLC
21,485$910.3K0.0%CoreLowPlymouth, MN2026-10-13
Tred Avon Family Wealth, LLC
21,176$868.0K0.3%CoreLowEaston, MD2026-10-20
Quad-Cities Investment Group, LLC
20,610$844.8K0.3%CoreLowDavenport, IA2026-10-16
Koshinski Asset Management, Inc.
20,025$820.8K0.0%ETFLowDecatur, IL2026-10-29
Stegent Equity Advisors, Inc.
19,991$819.4K0.6%ETFHighHouston, TX2026-10-13
Northwest Wealth Management, LLC
19,190$786.6K0.1%ETFLowSpencer, IA2026-10-30
Oppenheimer & Co Inc
19,122$783.8K0.0%CoreLowNew York, NY2026-10-26
Visionary Wealth Advisors
18,765$769.2K0.0%ETFLowO'Fallon, IL2026-11-04
Kingswood Wealth Advisors, LLC
18,318$750.9K0.0%GrowthLowSan Diego, CA2026-10-23
Asset One Wealth Management LLC
17,338$710.7K0.1%GrowthLowBellevue, WA2026-11-02
Kraematon Investment Advisors, Inc
17,087$700.4K0.5%MomentumLowBraintree, MA2026-11-02
Destiny Wealth Partners, LLC
16,588$736.7K0.1%ETFMediumTavares, FL2026-11-05
Lido Advisors, LLC
16,137$661.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Sheets Smith Wealth Management
15,730$644.8K0.1%CoreLowWinston-Salem, NC2026-10-16
MCF Advisors LLC
15,283$626.4K0.0%ETFLowLexington, KY2026-10-28
LifeWealth Investments, LLC
14,973$613.7K0.2%ETFMediumWinter Garden, FL2026-10-21
Integrated Advisors Network LLC
14,529$595.5K0.0%GrowthMediumDallas, TX2026-10-20
Colorado Capital Management, Inc.
14,301$586.0K0.5%ETFVery LowBoulder, CO2026-10-15
Wealth Effects LLC
14,031$575.1K0.2%GrowthLowBoston, MA2026-10-23
Cascade Investment Group, Inc.
13,627$558.6K0.3%CoreLowColorado Springs, CO2026-10-13
Americana Partners, LLC
13,587$556.9K0.0%CoreMediumHouston, TX2026-10-28
Winebrenner Capital Management LLC
13,361$547.7K0.4%ETFLowLouisville, KY2026-10-07
Beam Wealth Advisors, Inc.
13,209$541.4K0.1%ETFMediumCovington, LA2026-11-03
Beaumont Financial Advisors, LLC
13,051$535.0K0.0%GrowthMediumNeedham, MA2026-10-22
Wedmont Private Capital
12,836$543.8K0.0%IndexVery LowWest Chester, PA2026-10-09
PKS Advisory Services, LLC
12,656$550.5K0.1%ETFMediumAlbany, NY2026-10-26
Prosperity Financial Group, Inc.
11,705$479.8K0.1%GrowthMediumSan Ramon, CA2026-10-29
Castle Rock Wealth Management, LLC
11,580$491.0K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Retirement Planning Group, LLC
11,438$468.8K0.0%ETFVery LowLeawood, KS2026-10-19
IFP Advisors, Inc
10,899$446.8K0.0%GrowthLowTampa, FL2026-10-16
Creative Planning
10,676$437.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Choreo, LLC
10,399$427.6K0.0%IndexLowRockford, IL2026-10-28
MTM Investment Management, LLC
10,066$412.6K0.1%CoreVery LowSpartanburg, SC2026-10-30
Sovran Advisors, LLC
9,980$445.1K0.0%ETFMediumSan Diego, CA2026-11-02
Howard Financial Services, Ltd.
9,835$403.1K0.0%ETFLowDallas, TX2026-10-15
Intrua Financial, LLC
9,814$402.3K0.0%ETFMediumHouston, TX2026-10-28
Soltis Investment Advisors LLC
9,762$400.1K0.0%CoreMediumSt. George, UT2026-10-28
Allen Capital Group, LLC
9,734$399.0K0.0%CoreLowGrand Island, NE2026-10-27
SeaCrest Wealth Management, LLC
9,463$387.9K0.0%GrowthLowPurchase, NY2026-10-21
Dhjj Financial Advisors, Ltd.
9,411$385.8K0.1%ETFVery LowNaperville, IL2026-10-23
Ballew Advisors, Inc
9,379$389.6K0.2%ETFLowJackson, MS2026-10-05
Wedbush Securities Inc
8,657$355.0K0.0%CoreLowPasadena, CA2026-10-22
MGO One Seven LLC
8,447$346.2K0.0%GrowthLowBeachwood, OH2026-10-28
Endowment Wealth Management, Inc.
8,303$340.4K0.1%ETFMediumAppleton, WI2026-11-03
National Wealth Management Group, LLC
7,744$317.4K0.1%ETFMediumCincinnati, OH2026-10-26
Park Avenue Securities LLC
7,490$307.0K0.0%ETFMediumNew York, NY2026-10-26
Apollon Wealth Management, LLC
7,242$296.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Private Trust Co NA
7,112$291.5K0.0%CoreLowCleveland, OH2026-10-20
Canvas Wealth Advisors, LLC
7,020$313.1K0.0%GrowthLowShawnee, KS2026-11-02
StoneX Group Inc.
6,905$288.7K0.0%ETFMediumNew York, NY2026-11-03
Patriot Financial Group Insurance Agency, LLC
6,900$282.8K0.0%GrowthLowWalpole, MA2026-10-14
MV Capital Management, Inc.
6,775$277.7K0.0%ETFLowBethesda, MD2026-10-29
Davenport & Co LLC
6,745$276.5K0.0%CoreMediumRichmond, VA2026-10-14
International Assets Investment Management, LLC
6,717$277.2K0.0%CoreVery HighOrlando, FL2026-11-02
Clark Asset Management, LLC
6,119$250.8K0.0%ETFVery LowStratham, NH2026-10-19
Investors Research Corp
5,923$242.8K0.0%ETFLowAtlanta, GA2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,766$236.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Steinberganna Wealth Management
5,689$233.2K0.1%ETFLowHuntington, NY2026-10-23
Chapin Davis, Inc.
5,636$231.0K0.0%GrowthHighBaltimore, MD2026-10-09
Avior Wealth Management, LLC
5,595$229.3K0.0%ETFMediumOmaha, NE2026-10-13
Integrity Alliance, Llc.
5,333$218.6K0.0%ETFMediumUrbandale, IA2026-10-29
Robertson Stephens Wealth Management, LLC
5,108$209.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Peterson Wealth Advisors, LLC
5,065$207.6K0.0%ETFLowOrem, UT2026-10-08
Gamma Investing LLC
4,942$202.6K0.0%IndexVery LowFoster City, CA2026-10-08
Wealthcare Advisory Partners LLC
4,924$201.8K0.0%ETFLowWest Chester, PA2026-10-21
Blue Trust, Inc.
4,683$192.0K0.0%ETFLowBrentwood, TN2026-10-15
Signature Equity Partners, LLC
4,119$168.8K0.1%GrowthMediumColumbus, OH2026-10-29
Register Financial Advisors LLC
3,880$159.0K0.0%GARPLowAtlanta, GA2026-10-23
Capital Investment Advisory Services, LLC
3,683$151.0K0.0%CoreMediumRaleigh, NC2026-10-30
Citigroup Inc
3,367$138.0K0.0%CoreMediumNew York, NY2026-11-04
DeDora Capital, Inc.
3,228$132.3K0.0%ETFVery LowNapa, CA2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
3,152$129.2K0.1%GrowthMediumLincolnshire, IL2026-10-28
Eastern Bank
2,080$85.3K0.0%GrowthMediumBoston, MA2026-10-05
Holos Integrated Wealth LLC
2,065$88.1K0.0%ETFLowKennett Square, PA2026-10-23
CX Institutional
2,056$840.0%CoreMediumAuburn, IN2026-10-02
Gilpin Wealth Management, LLC
1,931$79.2K0.1%GrowthLowDenver, CO2026-10-09
Versant Capital Management, Inc
1,693$69.4K0.0%GARPLowPhoenix, AZ2026-10-02
Hoese & Co LLP
1,685$69.1K0.0%ETFLowGlencoe, MN2026-10-21
Mather Group, Llc.
1,569$64.3K0.0%ETFMediumChicago, IL2026-10-14
Lanark Financial, Inc.
1,559$63.9K0.0%CoreMediumBirmingham, AL2026-10-26
Plante Moran Financial Advisors, LLC
1,510$61.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Assetmark, Inc
1,258$51.6K0.0%ETFLowConcord, CA2026-10-21
JFS Wealth Advisors, LLC
1,006$41.2K0.0%ETFVery LowHermitage, PA2026-11-03
Parallel Advisors, LLC
1,000$41.0K0.0%IndexLowSan Francisco, CA2026-11-03
MassMutual Private Wealth & Trust, FSB
1,000$41.0K0.0%CoreLowSpringfield, MA2026-10-05
Reap Financial Group, LLC
935$38.3K0.0%ETFLowAustin, TX2026-11-02
Root Financial Partners, LLC
924$37.9K0.0%ETFMediumEncinitas, CA2026-10-21
Compass Financial Management LLC
832$34.1K0.0%CoreN/ATampa, FL2026-10-30
Wilmington Savings Fund Society, FSB
806$33.0K0.0%CoreLowWilmington, DE2026-10-23
CoreCap Advisors, LLC
792$32.5K0.0%ETFMediumSouthfield, MI2026-10-08
Duncker Streett & Co Inc
735$30.1K0.0%GrowthLowSt. Louis, MO2026-10-27
Decker Retirement Planning Inc.
717$29.4K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Harbor Investment Advisory, LLC
662$27.1K0.0%GrowthLowLutherville, MD2026-10-13
City Holding Co
600$24.6K0.0%CoreLowCharleston, WV2026-10-19
SBI Securities Co., Ltd.
476$19.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Golden State Wealth Management, LLC
457$18.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Balance Wealth Partners LLC
411$16.9K0.0%ETFMediumWorthington, OH2026-10-27
Moisand Fitzgerald Tamayo, LLC
328$13.4K0.0%ETFVery LowOrlando, FL2026-10-15
Salomon & Ludwin, LLC
275$11.3K0.0%ETFVery LowRichmond, VA2026-10-29
Spire Wealth Management
241$9.9K0.0%GrowthMediumMclean, VA2026-10-30
Triumph Capital Management
200$8.2K0.0%ETFMediumDenver, CO2026-10-14
Creative Financial Designs Inc
190$7.8K0.0%ETFMediumKokomo, IN2026-11-04
Avion Wealth
153$60.0%ETFLowThe Woodlands, TX2026-11-04
Evolution Wealth Management Inc.
150$6.1K0.0%ETFMediumFort Myers, FL2026-10-28
GK Wealth Management LLC
128$5.2K0.0%GARPVery HighReno, NV2026-10-09
Comprehensive Financial Planning, Inc.
106$4.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Quest 10 Wealth Builders, Inc.
77$3.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Covestor Ltd
53$20.0%ValueHighLondon, United Kingdom2026-10-30
North Star Investment Management Corp.
52$2.1K0.0%CoreLowChicago, IL2026-10-27
Raleigh Capital Management Inc.
2$940.0%CoreMediumCary, NC2026-10-28