IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust Senior Loan ETF (FTSL)

CUSIP: 33738D309 | NYSE | 939 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Manchester Financial Inc1,445,667
11.4% of portfolio›$64.4M
Welch & Forbes LLC578,029
0.3% of portfolio›$25.8M
TL Private Wealth542,418
8.7% of portfolio›$24.2M
Virtue Capital Management, LLC508,126
2.9% of portfolio›$22.6M
Cyndeo Wealth Partners, LLC499,972
1.0% of portfolio›$22.3M
Capital Investment Counsel, LLC455,620
2.5% of portfolio›$20.3M
Concurrent Investment Advisors, LLC446,966
0.1% of portfolio›$19.9M
Fairvoy Private Wealth, LLC345,999
3.1% of portfolio›$15.4M
Cambridge Investment Research Advisors, Inc.293,982
0.1% of portfolio›$13.1M
Exchange Traded Concepts, LLC259,648
0.0% of portfolio›$11.6M
Davenport & Co LLC248,687
0.1% of portfolio›$11.1M
Nilsine Partners, LLC221,043
0.7% of portfolio›$9.9M
Commonwealth Equity Services, LLC203,821
0.0% of portfolio›$9.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management201,798
0.1% of portfolio›$9.0M
CoreCap Advisors, LLC181,832
0.2% of portfolio›$8.1M
Lake Street Private Wealth, LLC173,796
0.9% of portfolio›$7.7M
Fairway Financial, LLC162,246
4.5% of portfolio›$7.2M
Chicago Partners Investment Group LLC147,926
0.1% of portfolio›$6.6M
Prospera Financial Services Inc141,760
0.1% of portfolio›$6.3M
Asset Allocation & Management Company, LLC138,670
45.1% of portfolio›$6.2M
Kestra Advisory Services, LLC118,788
0.0% of portfolio›$5.3M
Clear Creek Financial Management, LLC118,521
0.4% of portfolio›$5.3M
Fifth Third Securities, Inc.106,988
0.2% of portfolio›$4.8M
Sacks & Associates, LLC104,930
3.3% of portfolio›$4.7M
Pinnacle Associates LTD98,675
0.0% of portfolio›$4.4M
New England Private Wealth Advisors LLC88,985
0.4% of portfolio›$4.0M
Colorado Capital Management, Inc.87,654
3.4% of portfolio›$3.9M
Aurora Private Wealth, Inc.85,223
4.8% of portfolio›$3.8M
True Blue Financial, LLC81,280
1.3% of portfolio›$3.6M
Park Avenue Securities LLC77,675
0.1% of portfolio›$3.5M
Assetmark, Inc72,154
0.0% of portfolio›$3.2M
Flagstar Securities, Inc67,093
0.9% of portfolio›$3.0M
Basso Capital Management, L.P.67,037
0.6% of portfolio›$3.0M
Thryve Wealth Management LLC66,320
1.6% of portfolio›$3.0M
RFG Advisory, LLC62,132
0.0% of portfolio›$2.8M
D.A. Davidson & Co.61,560
0.0% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC59,961
0.0% of portfolio›$2.7M
Grimes & Co Wealth Management, LLC54,354
0.1% of portfolio›$2.4M
First Financial Group Corp54,248
1.8% of portfolio›$2.4M
B. Riley Wealth Advisors, Inc.53,932
0.1% of portfolio›$2.4M
Dynamic Advisor Solutions LLC49,913
0.1% of portfolio›$2.2M
Stenger Family Office, LLC48,371
0.3% of portfolio›$2.2M
Truist Financial Corp45,924
0.0% of portfolio›$2.0M
Oppenheimer & Co Inc45,899
0.0% of portfolio›$2.0M
Endowment Wealth Management, Inc.45,577
0.7% of portfolio›$2.0M
Elevation Point Wealth Partners, LLC41,482
0.0% of portfolio›$1.8M
Ifrah Financial Services, Inc.40,752
0.5% of portfolio›$1.8M
Pinnacle Wealth Management Advisory Group, LLC39,975
0.1% of portfolio›$1.8M
Murphy, Middleton, Hinkle & Parker, Inc.37,955
0.7% of portfolio›$1.7M
TD Private Client Wealth LLC37,562
0.0% of portfolio›$1.7M
Yanni & Associates Investment Advisors, LLC36,048
1.5% of portfolio›$1.6M
Wagner Wealth Management, LLC35,869
0.3% of portfolio›$1.6M
Quad-Cities Investment Group, LLC29,678
0.5% of portfolio›$1.3M
Investors Research Corp27,870
0.2% of portfolio›$1.2M
Asset Allocation Strategies LLC27,824
0.2% of portfolio›$1.2M
Koshinski Asset Management, Inc.27,803
0.1% of portfolio›$1.2M
Compass Financial Management LLC27,583
0.1% of portfolio›$1.2M
Legacy Capital Wealth Partners, LLC25,635
0.2% of portfolio›$1.1M
Andina Capital Management, LLC24,505
1.6% of portfolio›$1.1M
Creative Planning23,810
0.0% of portfolio›$1.1M
Wedbush Securities Inc23,575
0.1% of portfolio›$1.1M
TrueWealth Advisors, LLC23,427
0.2% of portfolio›$1.0M
Capital Investment Advisory Services, LLC22,799
0.1% of portfolio›$1.0M
MGO One Seven LLC22,562
0.0% of portfolio›$1.0M
HBW Advisory Services LLC22,245
0.1% of portfolio›$991.5K
Financial Partners Group, Inc21,843
0.1% of portfolio›$973.5K
Strategic Blueprint, LLC20,474
0.0% of portfolio›$912.5K
United Advisor Group, LLC20,259
0.1% of portfolio›$902.9K
TD Waterhouse Canada Inc.19,477
0.0% of portfolio›$868.7K
Tcfg Investment Advisors, LLC19,418
0.3% of portfolio›$865.5K
Integrated Advisors Network LLC16,156
0.0% of portfolio›$720.1K
Bison Wealth, LLC15,927
0.1% of portfolio›$710.8K
Curtis Advisory Group, LLC15,863
0.1% of portfolio›$707.0K
Puff Wealth Management, LLC15,378
0.6% of portfolio›$685.4K
Private Trust Co NA14,871
0.1% of portfolio›$662.8K
Helium Advisors LLC14,851
0.6% of portfolio›$661.9K
Accel Wealth Management14,721
0.1% of portfolio›$656.1K
Atria Investments, Inc14,683
0.0% of portfolio›$654.4K
BAM Wealth Management, LLC14,364
0.3% of portfolio›$640.2K
Perryman Financial Advisory Inc14,045
0.1% of portfolio›$626.0K
Wagner Wealth Management, Corp13,781
0.5% of portfolio›$614.2K
Balefire, LLC13,626
0.1% of portfolio›$607.3K
Flaharty Asset Management, LLC13,612
3.4% of portfolio›$606.7K
Perigon Wealth Management, LLC13,468
0.0% of portfolio›$600.3K
Advisor OS, LLC12,359
0.0% of portfolio›$550.8K
Blueline Advisors LLC12,080
0.4% of portfolio›$538.4K
MRA Advisory Group11,544
0.2% of portfolio›$514.5K
Northwest Wealth Management, LLC11,263
0.1% of portfolio›$502.0K
PW Nova Financial Services LLC10,916
0.1% of portfolio›$486.5K
Independent Financial Group, LLC10,709
0.0% of portfolio›$477.3K
Sowell Financial Services LLC10,685
0.0% of portfolio›$476.2K
Farther Finance Advisors, LLC10,598
0.0% of portfolio›$472.3K
Brookstone Capital Management10,329
0.0% of portfolio›$460.4K
Venture Visionary Partners LLC10,185
0.0% of portfolio›$453.9K
Kestra Private Wealth Services, LLC10,019
0.0% of portfolio›$446.5K
Partners Wealth Management, LLC9,248
0.0% of portfolio›$412.2K
Sigma Planning Corp8,948
0.0% of portfolio›$398.8K
Global Assets Advisory, LLC8,445
0.1% of portfolio›$376.6K
Brighton Jones LLC8,444
0.0% of portfolio›$376.3K
Spire Wealth Management8,001
0.0% of portfolio›$356.6K
Encompass More Asset Management7,716
0.0% of portfolio›$343.9K
Huntleigh Advisors, Inc.7,633
0.0% of portfolio›$340.2K
RVW Wealth, LLC7,595
0.0% of portfolio›$338.5K
IFP Advisors, Inc7,367
0.0% of portfolio›$328.3K
Apollon Wealth Management, LLC7,303
0.0% of portfolio›$325.5K
Morey & Quinn Wealth Partners, LLC7,150
0.2% of portfolio›$318.7K
Virtus Wealth Solutions LLC7,144
0.1% of portfolio›$318.4K
Meridian Wealth Management, LLC7,117
0.0% of portfolio›$317.2K
Arwa LLC6,605
0.1% of portfolio›$294.4K
Rhodes Investment Advisors Inc6,475
0.2% of portfolio›$288.6K
Castleview Partners, LLC6,472
0.1% of portfolio›$288.5K
Columbia Advisory Partners LLC6,267
0.2% of portfolio›$279.3K
Iams Wealth Management, LLC6,232
0.1% of portfolio›$277.8K
Flagship Harbor Advisors, LLC5,944
0.0% of portfolio›$264.9K
Simplicity Wealth,LLC5,724
0.0% of portfolio›$255.1K
StoneX Group Inc.5,503
0.0% of portfolio›$245.2K
PVG Asset Management Corp5,045
0.2% of portfolio›$224.9K
Integrity Alliance, Llc.4,966
0.0% of portfolio›$221.3K
McAdam, LLC4,891
0.0% of portfolio›$218.0K
Purus Wealth Management, LLC4,878
0.1% of portfolio›$217.4K
Southland Equity Partners LLC4,655
0.0% of portfolio›$207.5K
Glass Jacobson Investment Advisors llc4,619
0.1% of portfolio›$205.9K
PKS Advisory Services, LLC4,609
0.0% of portfolio›$206.2K
IVC Wealth Advisors LLC4,564
0.1% of portfolio›$203.4K
International Assets Investment Management, LLC4,557
0.0% of portfolio›$203.3K
Pacific Excel Wealth Advisors, Inc.4,505
0.2% of portfolio›$200.8K
Richardson Financial Services Inc.4,483
0.1% of portfolio›$199.8K
Roxbury Financial LLC3,019
0.1% of portfolio›$134.5K
Register Financial Advisors LLC2,836
0.0% of portfolio›$126.4K
Lanark Financial, Inc.2,773
0.0% of portfolio›$123.6K
SYM Financial Corp2,200
0.0% of portfolio›$98.1K
Buck Wealth Strategies, LLC1,150
0.0% of portfolio›$51.3K
Pinnacle Bancorp, Inc.1,090
0.0% of portfolio›$48.6K
Creative Financial Designs Inc1,068
0.0% of portfolio›$47.6K
Plante Moran Financial Advisors, LLC1,050
0.0% of portfolio›$46.8K
Archer Investment Corp1,000
0.0% of portfolio›$44.6K
Financial Network Wealth Advisors LLC871
0.0% of portfolio›$38.8K
Triumph Capital Management788
0.0% of portfolio›$35.1K
Raleigh Capital Management Inc.645
0.0% of portfolio›$28.7K
CX Institutional443
0.0% of portfolio›$20
NBT Bank, N.A.400
0.0% of portfolio›$17.8K
Clayton Financial Group LLC366
0.0% of portfolio›$16.3K
Signature Equity Partners, LLC322
0.0% of portfolio›$14.4K
Realta Investment Advisors272
0.0% of portfolio›$12.1K
Quest 10 Wealth Builders, Inc.270
0.0% of portfolio›$12.0K
Hughes Financial Services, LLC240
0.0% of portfolio›$10.7K
Golden State Wealth Management, LLC225
0.0% of portfolio›$10.0K
Tounjian Advisory Partners, LLC214
0.0% of portfolio›$9.6K
Cullen T Bankers, Inc.210
0.0% of portfolio›$9.4K
Wolff Wiese Magana LLC167
0.0% of portfolio›$7.5K
IMG Wealth Management, Inc.159
0.0% of portfolio›$7.1K
SBI Securities Co., Ltd.137
0.0% of portfolio›$6.1K
Parkside Financial Bank & Trust130
0.0% of portfolio›$5.8K
Pacifica Partners Inc.96
0.0% of portfolio›$4.3K
Dhjj Financial Advisors, Ltd.44
0.0% of portfolio›$2.0K
Elevation Wealth Partners, LLC40
0.0% of portfolio›$1.8K
Key Capital Management, Inc37
0.0% of portfolio›$1.6K
Mosley Wealth Management15
0.0% of portfolio›$669
Lloyd Advisory Services, Llc.11
0.0% of portfolio›$499
StyleTurnoverLocationFiled
Manchester Financial Inc
1,445,667$64.4M11.4%ETFMediumWestlake Village, CA2026-10-15
Welch & Forbes LLC
578,029$25.8M0.3%CoreVery LowBoston, MA2026-11-04
TL Private Wealth
542,418$24.2M8.7%ETFVery LowSouthlake, TX2026-10-13
Virtue Capital Management, LLC
508,126$22.6M2.9%GrowthHighBrentwood, TN2026-10-29
Cyndeo Wealth Partners, LLC
499,972$22.3M1.0%CoreMediumSt. Petersburg, FL2026-10-16
Capital Investment Counsel, LLC
455,620$20.3M2.5%CoreLowDenver, CO2026-10-14
Concurrent Investment Advisors, LLC
446,966$19.9M0.1%GrowthMediumTampa, FL2026-10-16
Fairvoy Private Wealth, LLC
345,999$15.4M3.1%GrowthMediumBirmingham, AL2026-10-19
Cambridge Investment Research Advisors, Inc.
293,982$13.1M0.1%ETFLowFairfield, IA2026-11-02
Exchange Traded Concepts, LLC
259,648$11.6M0.0%GrowthMediumOklahoma City, OK2026-10-28
Davenport & Co LLC
248,687$11.1M0.1%CoreMediumRichmond, VA2026-10-14
Nilsine Partners, LLC
221,043$9.9M0.7%CoreMediumGreenwood Village, CO2026-11-02
Commonwealth Equity Services, LLC
203,821$9.1M0.0%ETFLowWaltham, MA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
201,798$9.0M0.1%GrowthVery LowSeattle, WA2026-10-27
CoreCap Advisors, LLC
181,832$8.1M0.2%ETFMediumSouthfield, MI2026-10-08
Lake Street Private Wealth, LLC
173,796$7.7M0.9%GrowthLowChicago, IL2026-10-22
Fairway Financial, LLC
162,246$7.2M4.5%ETFMediumCasselberry, FL2026-10-20
Chicago Partners Investment Group LLC
147,926$6.6M0.1%GARPLowChicago, IL2026-10-27
Prospera Financial Services Inc
141,760$6.3M0.1%CoreMediumDallas, TX2026-11-04
Asset Allocation & Management Company, LLC
138,670$6.2M45.1%ETFLowChicago, IL2026-10-13
Kestra Advisory Services, LLC
118,788$5.3M0.0%CoreLowAustin, TX2026-11-02
Clear Creek Financial Management, LLC
118,521$5.3M0.4%ETFMediumSilverdale, WA2026-10-28
Fifth Third Securities, Inc.
106,988$4.8M0.2%ETFLowCincinnati, OH2026-10-21
Sacks & Associates, LLC
104,930$4.7M3.3%ETFLowWarren, NJ2026-10-09
Pinnacle Associates LTD
98,675$4.4M0.0%CoreLowNew York, NY2026-10-20
New England Private Wealth Advisors LLC
88,985$4.0M0.4%ETFVery LowWellesley, MA2026-10-19
Colorado Capital Management, Inc.
87,654$3.9M3.4%ETFVery LowBoulder, CO2026-10-15
Aurora Private Wealth, Inc.
85,223$3.8M4.8%ETFLowRockaway, NJ2026-10-20
True Blue Financial, LLC
81,280$3.6M1.3%ETFLowStevensville, MI2026-10-15
Park Avenue Securities LLC
77,675$3.5M0.1%ETFMediumNew York, NY2026-10-26
Assetmark, Inc
72,154$3.2M0.0%ETFLowConcord, CA2026-10-21
Flagstar Securities, Inc
67,093$3.0M0.9%ETFVery LowNew York, NY2026-10-15
Basso Capital Management, L.P.
67,037$3.0M0.6%ETFMediumStamford, CT2026-10-30
Thryve Wealth Management LLC
66,320$3.0M1.6%ETFLowIrving, TX2026-10-09
RFG Advisory, LLC
62,132$2.8M0.0%ETFMediumBirmingham, AL2026-11-03
D.A. Davidson & Co.
61,560$2.7M0.0%CoreLowGreat Falls, MT2026-10-28
Wealth Enhancement Advisory Services, LLC
59,961$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Grimes & Co Wealth Management, LLC
54,354$2.4M0.1%CoreLowWestborough, MA2026-10-29
First Financial Group Corp
54,248$2.4M1.8%ETFLowRaleigh, NC2026-10-22
B. Riley Wealth Advisors, Inc.
53,932$2.4M0.1%GrowthLowMemphis, TN2026-10-13
Dynamic Advisor Solutions LLC
49,913$2.2M0.1%ETFLowPhoenix, AZ2026-10-13
Stenger Family Office, LLC
48,371$2.2M0.3%GrowthMediumNaperville, IL2026-10-22
Truist Financial Corp
45,924$2.0M0.0%CoreLowCharlotte, NC2026-10-30
Oppenheimer & Co Inc
45,899$2.0M0.0%CoreLowNew York, NY2026-10-26
Endowment Wealth Management, Inc.
45,577$2.0M0.7%ETFMediumAppleton, WI2026-11-03
Elevation Point Wealth Partners, LLC
41,482$1.8M0.0%CoreHighDenver, CO2026-11-05
Ifrah Financial Services, Inc.
40,752$1.8M0.5%ETFLowLittle Rock, AR2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
39,975$1.8M0.1%GrowthLowRed Bank, NJ2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
37,955$1.7M0.7%CoreVery HighThomasville, GA2026-10-15
TD Private Client Wealth LLC
37,562$1.7M0.0%ETFLowNew York, NY2026-10-28
Yanni & Associates Investment Advisors, LLC
36,048$1.6M1.5%ETFVery LowWexford, PA2026-10-14
Wagner Wealth Management, LLC
35,869$1.6M0.3%ETFLowGreenville, SC2026-10-21
Quad-Cities Investment Group, LLC
29,678$1.3M0.5%CoreLowDavenport, IA2026-10-16
Investors Research Corp
27,870$1.2M0.2%ETFLowAtlanta, GA2026-10-07
Asset Allocation Strategies LLC
27,824$1.2M0.2%ETFMediumFarmington, MI2026-10-20
Koshinski Asset Management, Inc.
27,803$1.2M0.1%ETFLowDecatur, IL2026-10-29
Compass Financial Management LLC
27,583$1.2M0.1%CoreN/ATampa, FL2026-10-30
Legacy Capital Wealth Partners, LLC
25,635$1.1M0.2%CoreMediumLittle Rock, AR2026-10-21
Andina Capital Management, LLC
24,505$1.1M1.6%ETFMediumLogan, UT2026-10-21
Creative Planning
23,810$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedbush Securities Inc
23,575$1.1M0.1%CoreLowPasadena, CA2026-10-22
TrueWealth Advisors, LLC
23,427$1.0M0.2%ETFMediumBirmingham, AL2026-10-09
Capital Investment Advisory Services, LLC
22,799$1.0M0.1%CoreMediumRaleigh, NC2026-10-30
MGO One Seven LLC
22,562$1.0M0.0%GrowthLowBeachwood, OH2026-10-28
HBW Advisory Services LLC
22,245$991.5K0.1%ETFMediumSimi Valley, CA2026-10-15
Financial Partners Group, Inc
21,843$973.5K0.1%ETFLowOverland Park, KS2026-10-19
Strategic Blueprint, LLC
20,474$912.5K0.0%ETFLowAtlanta, GA2026-10-22
United Advisor Group, LLC
20,259$902.9K0.1%ETFLowCincinnati, OH2026-11-03
TD Waterhouse Canada Inc.
19,477$868.7K0.0%CoreLowToronto, Australia2026-10-16
Tcfg Investment Advisors, LLC
19,418$865.5K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Integrated Advisors Network LLC
16,156$720.1K0.0%GrowthMediumDallas, TX2026-10-20
Bison Wealth, LLC
15,927$710.8K0.1%GrowthMediumAtlanta, GA2026-10-13
Curtis Advisory Group, LLC
15,863$707.0K0.1%ETFLowSanta Barbara, CA2026-10-28
Puff Wealth Management, LLC
15,378$685.4K0.6%ETFLowHaddonfield, NJ2026-10-07
Private Trust Co NA
14,871$662.8K0.1%CoreLowCleveland, OH2026-10-20
Helium Advisors LLC
14,851$661.9K0.6%ETFLowVancouver, WA2026-10-23
Accel Wealth Management
14,721$656.1K0.1%ETFLowWaverly, IA2026-10-13
Atria Investments, Inc
14,683$654.4K0.0%CoreMediumCharlotte, NC2026-10-15
BAM Wealth Management, LLC
14,364$640.2K0.3%ETFHighLakewood, CO2026-10-15
Perryman Financial Advisory Inc
14,045$626.0K0.1%GrowthVery LowDallas, TX2026-10-16
Wagner Wealth Management, Corp
13,781$614.2K0.5%ETFHighConyngham, PA2026-10-20
Balefire, LLC
13,626$607.3K0.1%ETFMediumDallas, TX2026-10-09
Flaharty Asset Management, LLC
13,612$606.7K3.4%ETFLowClearwater, FL2026-11-02
Perigon Wealth Management, LLC
13,468$600.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Advisor OS, LLC
12,359$550.8K0.0%ETFMediumChicago, IL2026-11-03
Blueline Advisors LLC
12,080$538.4K0.4%ETFLowExeter, NH2026-10-15
MRA Advisory Group
11,544$514.5K0.2%ETFMediumParsippany, NJ2026-10-07
Northwest Wealth Management, LLC
11,263$502.0K0.1%ETFLowSpencer, IA2026-10-30
PW Nova Financial Services LLC
10,916$486.5K0.1%ETFLowNewtown, PA2026-10-15
Independent Financial Group, LLC
10,709$477.3K0.0%GrowthLowSan Diego, CA2026-10-13
Sowell Financial Services LLC
10,685$476.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Farther Finance Advisors, LLC
10,598$472.3K0.0%IndexLowSan Francisco, CA2026-10-08
Brookstone Capital Management
10,329$460.4K0.0%ETFMediumWheaton, IL2026-10-22
Venture Visionary Partners LLC
10,185$453.9K0.0%CoreLowSylvania, OH2026-10-07
Kestra Private Wealth Services, LLC
10,019$446.5K0.0%GrowthLowAustin, TX2026-10-30
Partners Wealth Management, LLC
9,248$412.2K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Sigma Planning Corp
8,948$398.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Global Assets Advisory, LLC
8,445$376.6K0.1%GrowthHighOrlando, FL2026-10-28
Brighton Jones LLC
8,444$376.3K0.0%CoreVery LowSeattle, WA2026-11-03
Spire Wealth Management
8,001$356.6K0.0%GrowthMediumMclean, VA2026-10-30
Encompass More Asset Management
7,716$343.9K0.0%ETFHighDanville, CA2026-10-16
Huntleigh Advisors, Inc.
7,633$340.2K0.0%GrowthMediumSt. Louis, MO2026-11-03
RVW Wealth, LLC
7,595$338.5K0.0%ETFVery LowLos Angeles, CA2026-10-06
IFP Advisors, Inc
7,367$328.3K0.0%GrowthLowTampa, FL2026-10-16
Apollon Wealth Management, LLC
7,303$325.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Morey & Quinn Wealth Partners, LLC
7,150$318.7K0.2%CoreVery LowOmaha, NE2026-10-28
Virtus Wealth Solutions LLC
7,144$318.4K0.1%Agg GrowthHighCranford, NJ2026-11-03
Meridian Wealth Management, LLC
7,117$317.2K0.0%GrowthLowLexington, KY2026-11-05
Arwa LLC
6,605$294.4K0.1%ETFMediumFort Worth, TX2026-10-21
Rhodes Investment Advisors Inc
6,475$288.6K0.2%CoreMediumFort Worth, TX2026-10-07
Castleview Partners, LLC
6,472$288.5K0.1%CoreMediumDallas, TX2026-10-09
Columbia Advisory Partners LLC
6,267$279.3K0.2%ETFMediumSpokane, WA2026-10-15
Iams Wealth Management, LLC
6,232$277.8K0.1%CoreMediumOmaha, NE2026-10-15
Flagship Harbor Advisors, LLC
5,944$264.9K0.0%ETFMediumBoston, MA2026-10-26
Simplicity Wealth,LLC
5,724$255.1K0.0%ETFLowSummit, NJ2026-10-23
StoneX Group Inc.
5,503$245.2K0.0%ETFMediumNew York, NY2026-11-03
PVG Asset Management Corp
5,045$224.9K0.2%GrowthMediumGolden, CO2026-10-19
Integrity Alliance, Llc.
4,966$221.3K0.0%ETFMediumUrbandale, IA2026-10-29
McAdam, LLC
4,891$218.0K0.0%ETFLowPhiladelphia, PA2026-10-21
Purus Wealth Management, LLC
4,878$217.4K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
Southland Equity Partners LLC
4,655$207.5K0.0%ETFLowWildwood, MO2026-10-14
Glass Jacobson Investment Advisors llc
4,619$205.9K0.1%ETFLowOwings Mills, MD2026-10-26
PKS Advisory Services, LLC
4,609$206.2K0.0%ETFMediumAlbany, NY2026-10-26
IVC Wealth Advisors LLC
4,564$203.4K0.1%GrowthLowSilverdale, PA2026-10-23
International Assets Investment Management, LLC
4,557$203.3K0.0%CoreVery HighOrlando, FL2026-11-02
Pacific Excel Wealth Advisors, Inc.
4,505$200.8K0.2%ETFHighWalnut Creek, CA2026-10-27
Richardson Financial Services Inc.
4,483$199.8K0.1%GrowthMediumMedway, MA2026-10-30
Roxbury Financial LLC
3,019$134.5K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Register Financial Advisors LLC
2,836$126.4K0.0%GARPLowAtlanta, GA2026-10-23
Lanark Financial, Inc.
2,773$123.6K0.0%CoreMediumBirmingham, AL2026-10-26
SYM Financial Corp
2,200$98.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Buck Wealth Strategies, LLC
1,150$51.3K0.0%ValueMediumDenver, CO2026-10-28
Pinnacle Bancorp, Inc.
1,090$48.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Creative Financial Designs Inc
1,068$47.6K0.0%ETFMediumKokomo, IN2026-11-04
Plante Moran Financial Advisors, LLC
1,050$46.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Archer Investment Corp
1,000$44.6K0.0%CoreMediumCarmel, IN2026-11-05
Financial Network Wealth Advisors LLC
871$38.8K0.0%ETFLowMurray, UT2026-10-28
Triumph Capital Management
788$35.1K0.0%ETFMediumDenver, CO2026-10-14
Raleigh Capital Management Inc.
645$28.7K0.0%CoreMediumCary, NC2026-10-28
CX Institutional
443$200.0%CoreMediumAuburn, IN2026-10-02
NBT Bank, N.A.
400$17.8K0.0%CoreLowNorwich, NY2026-10-21
Clayton Financial Group LLC
366$16.3K0.0%ETFLowSt. Louis, MO2026-10-13
Signature Equity Partners, LLC
322$14.4K0.0%GrowthMediumColumbus, OH2026-10-29
Realta Investment Advisors
272$12.1K0.0%GrowthMediumWilmington, DE2026-10-14
Quest 10 Wealth Builders, Inc.
270$12.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Hughes Financial Services, LLC
240$10.7K0.0%ETFLowHerndon, VA2026-10-30
Golden State Wealth Management, LLC
225$10.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Tounjian Advisory Partners, LLC
214$9.6K0.0%GrowthHighFort Myers, FL2026-11-04
Cullen T Bankers, Inc.
210$9.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Wolff Wiese Magana LLC
167$7.5K0.0%GrowthLowCarslbad, CA2026-10-15
IMG Wealth Management, Inc.
159$7.1K0.0%ETFMediumJacksonville, FL2026-10-27
SBI Securities Co., Ltd.
137$6.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parkside Financial Bank & Trust
130$5.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pacifica Partners Inc.
96$4.3K0.0%CoreLowSurrey, South Africa2026-10-09
Dhjj Financial Advisors, Ltd.
44$2.0K0.0%ETFVery LowNaperville, IL2026-10-23
Elevation Wealth Partners, LLC
40$1.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Key Capital Management, Inc
37$1.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Mosley Wealth Management
15$6690.0%ETFHighAnaheim, CA2026-10-16
Lloyd Advisory Services, Llc.
11$4990.0%ETFVery HighSuwanee, GA2026-11-02