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First Trust Global Tactical (FTGC)

CUSIP: 33739H101 | NYSE | 812 institutional holders

Quarters

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

Cyndeo Wealth Partners, LLC1,076,457
1.5% of portfolio›$32.9M
Csenge Advisory Group853,883
1.0% of portfolio›$26.1M
Financial Enhancement Group LLC719,087
2.5% of portfolio›$22.2M
Carrera Capital Advisors714,730
3.1% of portfolio›$21.9M
Commonwealth Equity Services, LLC646,595
0.0% of portfolio›$19.8M
Cambridge Investment Research Advisors, Inc.620,774
0.1% of portfolio›$19.0M
Bison Wealth, LLC576,306
1.5% of portfolio›$18.0M
Grimes & Co Wealth Management, LLC516,617
0.4% of portfolio›$15.8M
Prospera Financial Services Inc492,940
0.2% of portfolio›$14.8M
Capital Asset Advisory Services LLC476,681
0.5% of portfolio›$14.6M
Cooper Financial Group375,766
0.9% of portfolio›$11.5M
StoneX Group Inc.363,946
0.4% of portfolio›$11.1M
Solitude Financial Services337,117
2.8% of portfolio›$10.3M
Arvest Investments, Inc.291,524
1.1% of portfolio›$8.9M
LexAurum Advisors, LLC289,930
1.0% of portfolio›$8.9M
Mainsail Financial Group, LLC283,610
2.9% of portfolio›$8.7M
D.A. Davidson & Co.278,158
0.0% of portfolio›$8.5M
USAdvisors Wealth Management, LLC253,541
8.9% of portfolio›$7.8M
Farther Finance Advisors, LLC244,157
0.1% of portfolio›$7.5M
Assetmark, Inc235,907
0.0% of portfolio›$7.2M
Able Financial Group, LLC219,980
1.1% of portfolio›$6.7M
Prevail Innovative Wealth Advisors, LLC207,627
0.8% of portfolio›$6.4M
HFG Wealth Management, LLC205,361
5.6% of portfolio›$5.6M
Walkner Condon Financial Advisors LLC168,069
0.6% of portfolio›$5.1M
Climber Capital SA156,073
2.7% of portfolio›$4.4M
Citigroup Inc155,987
0.0% of portfolio›$4.8M
Wealth Enhancement Advisory Services, LLC141,096
0.0% of portfolio›$4.4M
Guided Capital Wealth Management, LLC128,302
2.3% of portfolio›$3.9M
MGO One Seven LLC124,959
0.1% of portfolio›$3.8M
Kestra Advisory Services, LLC122,255
0.0% of portfolio›$3.7M
Truist Financial Corp111,646
0.0% of portfolio›$3.4M
Concurrent Investment Advisors, LLC105,985
0.0% of portfolio›$3.2M
Crusonia Wealth Advisors LLC99,078
0.5% of portfolio›$3.0M
Kestra Private Wealth Services, LLC91,821
0.0% of portfolio›$2.8M
Corundum Group, Inc.89,329
0.7% of portfolio›$2.7M
MFG Investments, LLC84,463
2.8% of portfolio›$2.6M
RFG Advisory, LLC83,341
0.0% of portfolio›$2.5M
Cherry Creek Investment Advisors, Inc.80,000
0.9% of portfolio›$2.4M
Arwa LLC78,266
0.9% of portfolio›$2.5M
Inspirion Wealth Advisors, LLC65,354
0.2% of portfolio›$2.0M
Gerald Baker Financial Group LLC64,300
0.6% of portfolio›$2.0M
Raab & Moskowitz Asset Management LLC61,282
0.4% of portfolio›$1.9M
Chiron Capital Management, LLC61,240
1.9% of portfolio›$1.9M
Simplicity Wealth,LLC61,082
0.1% of portfolio›$1.9M
Oppenheimer & Co Inc57,383
0.0% of portfolio›$1.8M
E&G Advisors, LLC56,058
0.3% of portfolio›$1.7M
Cascade Investment Group, Inc.54,491
0.9% of portfolio›$1.7M
Center For Asset Management LLC50,878
0.7% of portfolio›$1.6M
TrueWealth Advisors, LLC49,142
0.3% of portfolio›$1.5M
Columbia Advisory Partners LLC48,996
0.8% of portfolio›$1.5M
Lanark Financial, Inc.45,927
0.1% of portfolio›$1.4M
Trueblood Wealth Management, LLC45,343
0.5% of portfolio›$1.4M
Koshinski Asset Management, Inc.43,634
0.1% of portfolio›$1.3M
Certified Advisory Corp43,453
0.1% of portfolio›$1.3M
MTM Investment Management, LLC43,189
0.4% of portfolio›$1.3M
Fifth Third Securities, Inc.41,797
0.1% of portfolio›$1.3M
Sowell Financial Services LLC41,571
0.0% of portfolio›$1.3M
Focus Financial Network, Inc.39,077
0.0% of portfolio›$1.2M
Aspect Partners, LLC37,618
0.4% of portfolio›$1.2M
Elevation Point Wealth Partners, LLC37,263
0.0% of portfolio›$1.1M
Global Assets Advisory, LLC34,146
0.2% of portfolio›$1.0M
Cadent Capital Advisors, LLC29,960
0.2% of portfolio›$916.5K
Sacks & Associates, LLC29,939
0.6% of portfolio›$915.8K
City Center Advisors, LLC27,641
0.6% of portfolio›$845.5K
Carlson Financial, Inc.24,318
0.4% of portfolio›$743.9K
Titleist Asset Management, LLC22,674
0.0% of portfolio›$693.6K
Stablepoint Partners, LLC22,001
0.1% of portfolio›$673.0K
Ashton Thomas Private Wealth, LLC21,770
0.0% of portfolio›$665.9K
Magnus Financial Group LLC21,203
0.0% of portfolio›$648.6K
Lunt Capital Management, Inc.20,772
0.2% of portfolio›$635.4K
Puff Wealth Management, LLC20,551
0.6% of portfolio›$628.6K
Creative Planning20,544
0.0% of portfolio›$628.4K
Asset Allocation Strategies LLC20,192
0.1% of portfolio›$617.7K
First United Bank & Trust19,672
0.2% of portfolio›$601.8K
Kingswood Wealth Advisors, LLC19,638
0.0% of portfolio›$600.7K
Flaharty Asset Management, LLC19,602
3.4% of portfolio›$600.7K
TMB Capital Partners, LLC18,985
0.2% of portfolio›$580.7K
Signature Equity Partners, LLC18,736
0.2% of portfolio›$573.1K
Atria Investments, Inc18,138
0.0% of portfolio›$554.8K
First Heartland Consultants, Inc.17,564
0.0% of portfolio›$537.3K
Maseco LLP17,060
0.0% of portfolio›$522.5K
Brookstone Capital Management16,662
0.0% of portfolio›$509.7K
Sound Income Strategies, LLC16,314
0.0% of portfolio›$505.2K
Americana Partners, LLC16,097
0.0% of portfolio›$492.4K
HBW Advisory Services LLC15,422
0.0% of portfolio›$471.8K
Vontobel Holding Ltd.14,783
0.0% of portfolio›$452.2K
Baldwin Wealth Partners LLC14,675
0.0% of portfolio›$448.9K
tru Independence LLC14,086
0.2% of portfolio›$430.9K
Capital Wealth Alliance, LLC13,849
0.2% of portfolio›$423.3K
EPG Wealth Management LLC13,202
0.1% of portfolio›$403.9K
Smallwood Wealth Investment Management, LLC12,043
0.2% of portfolio›$368.4K
Waterfront Wealth Inc.11,506
0.1% of portfolio›$356.6K
Accel Wealth Management11,229
0.1% of portfolio›$343.5K
Genesis Private Wealth, LLC11,125
0.1% of portfolio›$340.3K
Plante Moran Financial Advisors, LLC10,831
0.0% of portfolio›$331.3K
Fearless Solutions, LLC dba Best Invest9,782
0.2% of portfolio›$299.2K
Wedbush Securities Inc9,755
0.0% of portfolio›$298.0K
Pacific Excel Wealth Advisors, Inc.9,401
0.3% of portfolio›$287.6K
Cushing Capital Partners, LLC9,381
0.2% of portfolio›$287.0K
Shelton Wealth Management, LLC9,243
0.1% of portfolio›$282.7K
Objective Capital Management, LLC9,111
0.2% of portfolio›$278.7K
Northwest Wealth Advisors, LLC8,473
0.1% of portfolio›$259.2K
Signal Advisors Wealth, LLC8,337
0.0% of portfolio›$255.0K
Daymark Wealth Partners, LLC7,705
0.0% of portfolio›$235.7K
Iams Wealth Management, LLC7,517
0.1% of portfolio›$229.9K
Nilsine Partners, LLC7,500
0.0% of portfolio›$229.4K
Visionary Wealth Advisors7,495
0.0% of portfolio›$229.3K
Wealth Effects LLC7,463
0.1% of portfolio›$228.3K
Summit Wealth Group LLC / Co7,409
0.0% of portfolio›$226.6K
Compass Financial Management LLC7,308
0.0% of portfolio›$223.6K
Creative Financial Designs Inc7,299
0.0% of portfolio›$223.3K
Bright Financial Advisors, Inc.7,215
0.1% of portfolio›$220.7K
Core Wealth Partners LLC7,183
0.1% of portfolio›$219.7K
Total Investment Management Inc7,151
0.0% of portfolio›$218.8K
FSM Wealth Advisors, LLC7,040
0.0% of portfolio›$218.4K
Morton Brown Family Wealth, LLC6,984
0.0% of portfolio›$213.6K
SigFig Wealth Management, LLC6,935
0.0% of portfolio›$212.1K
Balboa Wealth Partners6,805
0.0% of portfolio›$208.2K
Miller Financial Services LLC6,700
0.2% of portfolio›$205.0K
CoreCap Advisors, LLC6,615
0.0% of portfolio›$202.4K
StrongBox Wealth, LLC6,441
0.1% of portfolio›$197.0K
Tounjian Advisory Partners, LLC5,707
0.1% of portfolio›$174.6K
Transce3nd, LLC4,417
0.1% of portfolio›$136.2K
IFP Advisors, Inc4,330
0.0% of portfolio›$132.5K
United Community Bank2,825
0.0% of portfolio›$86.4K
Private Trust Co NA2,387
0.0% of portfolio›$73.0K
SBI Securities Co., Ltd.2,322
0.0% of portfolio›$71.0K
Golden State Wealth Management, LLC2,057
0.0% of portfolio›$63.0K
Spire Wealth Management2,007
0.0% of portfolio›$61.4K
IMG Wealth Management, Inc.1,910
0.0% of portfolio›$58.4K
Elevated Capital Advisors, LLC1,764
0.0% of portfolio›$54.0K
Pinnacle Bancorp, Inc.1,591
0.0% of portfolio›$48.7K
Parallel Advisors, LLC1,500
0.0% of portfolio›$45.9K
Reap Financial Group, LLC1,265
0.0% of portfolio›$38.7K
Farmers & Merchants Investments Inc700
0.0% of portfolio›$21.4K
Salomon & Ludwin, LLC649
0.0% of portfolio›$19.9K
CX Institutional643
0.0% of portfolio›$20
Cassaday & Co Wealth Management LLC593
0.0% of portfolio›$18.1K
Nfsg Corp503
0.0% of portfolio›$15.4K
Pinnacle Wealth Planning Services, Inc.405
0.0% of portfolio›$12.4K
Dhjj Financial Advisors, Ltd.384
0.0% of portfolio›$11.7K
Thurston, Springer, Miller, Herd & Titak, Inc.249
0.0% of portfolio›$7.6K
Root Financial Partners, LLC239
0.0% of portfolio›$7.3K
Silver Grove Financial Group, Inc.235
0.0% of portfolio›$7.2K
Latitude Advisors, LLC160
0.0% of portfolio›$4.9K
Mather Group, Llc.154
0.0% of portfolio›$4.7K
Larson Financial Group LLC142
0.0% of portfolio›$4.3K
Reyes Financial Architecture, Inc.141
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC136
0.0% of portfolio›$4.2K
Rossby Financial, LCC124
0.0% of portfolio›$3.8K
Gilpin Wealth Management, LLC111
0.0% of portfolio›$3.4K
Independence Bank of Kentucky98
0.0% of portfolio›$3.0K
Holos Integrated Wealth LLC98
0.0% of portfolio›$3.0K
Triumph Capital Management75
0.0% of portfolio›$2.3K
POM Investment Strategies, LLC43
0.0% of portfolio›$1.3K
Buck Wealth Strategies, LLC1
0.0% of portfolio›$31
StyleTurnoverLocationFiled
Cyndeo Wealth Partners, LLC
1,076,457$32.9M1.5%CoreMediumSt. Petersburg, FL2026-10-16
Csenge Advisory Group
853,883$26.1M1.0%ETFMediumClearwater, FL2026-11-04
Financial Enhancement Group LLC
719,087$22.2M2.5%ETFMediumAnderson, IN2026-10-08
Carrera Capital Advisors
714,730$21.9M3.1%ETFMediumTroy, MI2026-11-03
Commonwealth Equity Services, LLC
646,595$19.8M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
620,774$19.0M0.1%ETFLowFairfield, IA2026-11-02
Bison Wealth, LLC
576,306$18.0M1.5%GrowthMediumAtlanta, GA2026-10-13
Grimes & Co Wealth Management, LLC
516,617$15.8M0.4%CoreLowWestborough, MA2026-10-29
Prospera Financial Services Inc
492,940$14.8M0.2%CoreMediumDallas, TX2026-11-04
Capital Asset Advisory Services LLC
476,681$14.6M0.5%ETFLowWilliamston, MI2026-10-30
Cooper Financial Group
375,766$11.5M0.9%GrowthMediumIrvine, CA2026-10-07
StoneX Group Inc.
363,946$11.1M0.4%ETFMediumNew York, NY2026-11-03
Solitude Financial Services
337,117$10.3M2.8%ETFVery LowCharlottesville, VA2026-10-26
Arvest Investments, Inc.
291,524$8.9M1.1%ETFLowLowell, AR2026-10-21
LexAurum Advisors, LLC
289,930$8.9M1.0%ETFLowOverland Park, KS2026-10-19
Mainsail Financial Group, LLC
283,610$8.7M2.9%ETFLowBellevue, WA2026-10-23
D.A. Davidson & Co.
278,158$8.5M0.0%CoreLowGreat Falls, MT2026-10-28
USAdvisors Wealth Management, LLC
253,541$7.8M8.9%ETFLowEden Prairie, MN2026-10-21
Farther Finance Advisors, LLC
244,157$7.5M0.1%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
235,907$7.2M0.0%ETFLowConcord, CA2026-10-21
Able Financial Group, LLC
219,980$6.7M1.1%ETFLowScottsdale, AZ2026-10-14
Prevail Innovative Wealth Advisors, LLC
207,627$6.4M0.8%CoreVery HighLeawood, KS2026-10-20
HFG Wealth Management, LLC
205,361$5.6M5.6%ETFLowThe Woodlands, TX2026-10-16
Walkner Condon Financial Advisors LLC
168,069$5.1M0.6%ETFLowVerona, WI2026-11-02
Climber Capital SA
156,073$4.4M2.7%ETFLowNyon, Switzerland2026-10-20
Citigroup Inc
155,987$4.8M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
141,096$4.4M0.0%CoreLowPlymouth, MN2026-10-13
Guided Capital Wealth Management, LLC
128,302$3.9M2.3%ETFMediumHouston, TX2026-10-21
MGO One Seven LLC
124,959$3.8M0.1%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
122,255$3.7M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
111,646$3.4M0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
105,985$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Crusonia Wealth Advisors LLC
99,078$3.0M0.5%ETFVery LowDenver, CO2026-10-26
Kestra Private Wealth Services, LLC
91,821$2.8M0.0%GrowthLowAustin, TX2026-10-30
Corundum Group, Inc.
89,329$2.7M0.7%CoreLowColorado Springs, CO2026-10-28
MFG Investments, LLC
84,463$2.6M2.8%ETFN/AMedford, NJ2026-10-30
RFG Advisory, LLC
83,341$2.5M0.0%ETFMediumBirmingham, AL2026-11-03
Cherry Creek Investment Advisors, Inc.
80,000$2.4M0.9%GrowthLowEnglewood, CO2026-10-14
Arwa LLC
78,266$2.5M0.9%ETFMediumFort Worth, TX2026-10-21
Inspirion Wealth Advisors, LLC
65,354$2.0M0.2%ETFMediumLibertyville, IL2026-10-09
Gerald Baker Financial Group LLC
64,300$2.0M0.6%GARPLowArlington, TX2026-10-09
Raab & Moskowitz Asset Management LLC
61,282$1.9M0.4%CoreLowChatham, NJ2026-11-02
Chiron Capital Management, LLC
61,240$1.9M1.9%YieldMediumTallahassee, FL2026-10-15
Simplicity Wealth,LLC
61,082$1.9M0.1%ETFLowSummit, NJ2026-10-23
Oppenheimer & Co Inc
57,383$1.8M0.0%CoreLowNew York, NY2026-10-26
E&G Advisors, LLC
56,058$1.7M0.3%ETFVery LowHouston, TX2026-10-13
Cascade Investment Group, Inc.
54,491$1.7M0.9%CoreLowColorado Springs, CO2026-10-13
Center For Asset Management LLC
50,878$1.6M0.7%ETFMediumPalm Beach Gardens, FL2026-10-16
TrueWealth Advisors, LLC
49,142$1.5M0.3%ETFMediumBirmingham, AL2026-10-09
Columbia Advisory Partners LLC
48,996$1.5M0.8%ETFMediumSpokane, WA2026-10-15
Lanark Financial, Inc.
45,927$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Trueblood Wealth Management, LLC
45,343$1.4M0.5%CoreLowLima, OH2026-10-23
Koshinski Asset Management, Inc.
43,634$1.3M0.1%ETFLowDecatur, IL2026-10-29
Certified Advisory Corp
43,453$1.3M0.1%ETFLowAltamonte Springs, FL2026-10-29
MTM Investment Management, LLC
43,189$1.3M0.4%CoreVery LowSpartanburg, SC2026-10-30
Fifth Third Securities, Inc.
41,797$1.3M0.1%ETFLowCincinnati, OH2026-10-21
Sowell Financial Services LLC
41,571$1.3M0.0%CoreLowNorth Little Rock, AR2026-10-23
Focus Financial Network, Inc.
39,077$1.2M0.0%ETFLowMinneapolis, MN2026-10-14
Aspect Partners, LLC
37,618$1.2M0.4%ETFMediumFairfax, VA2026-10-20
Elevation Point Wealth Partners, LLC
37,263$1.1M0.0%CoreHighDenver, CO2026-11-05
Global Assets Advisory, LLC
34,146$1.0M0.2%GrowthHighOrlando, FL2026-10-28
Cadent Capital Advisors, LLC
29,960$916.5K0.2%ETFHighTulsa, OK2026-10-09
Sacks & Associates, LLC
29,939$915.8K0.6%ETFLowWarren, NJ2026-10-09
City Center Advisors, LLC
27,641$845.5K0.6%ETFMediumTroy, MI2026-10-08
Carlson Financial, Inc.
24,318$743.9K0.4%GrowthLowCanby, OR2026-11-05
Titleist Asset Management, LLC
22,674$693.6K0.0%ETFLowSan Antonio, TX2026-10-08
Stablepoint Partners, LLC
22,001$673.0K0.1%CoreLowBraintree, MA2026-11-03
Ashton Thomas Private Wealth, LLC
21,770$665.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Magnus Financial Group LLC
21,203$648.6K0.0%ETFLowNew York, NY2026-10-21
Lunt Capital Management, Inc.
20,772$635.4K0.2%ETFLowHolladay, UT2026-10-30
Puff Wealth Management, LLC
20,551$628.6K0.6%ETFLowHaddonfield, NJ2026-10-07
Creative Planning
20,544$628.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Asset Allocation Strategies LLC
20,192$617.7K0.1%ETFMediumFarmington, MI2026-10-20
First United Bank & Trust
19,672$601.8K0.2%CoreLowOakland, MD2026-10-22
Kingswood Wealth Advisors, LLC
19,638$600.7K0.0%GrowthLowSan Diego, CA2026-10-23
Flaharty Asset Management, LLC
19,602$600.7K3.4%ETFLowClearwater, FL2026-11-02
TMB Capital Partners, LLC
18,985$580.7K0.2%MomentumMediumLittle Rock, AR2026-10-20
Signature Equity Partners, LLC
18,736$573.1K0.2%GrowthMediumColumbus, OH2026-10-29
Atria Investments, Inc
18,138$554.8K0.0%CoreMediumCharlotte, NC2026-10-15
First Heartland Consultants, Inc.
17,564$537.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Maseco LLP
17,060$522.5K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Brookstone Capital Management
16,662$509.7K0.0%ETFMediumWheaton, IL2026-10-22
Sound Income Strategies, LLC
16,314$505.2K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Americana Partners, LLC
16,097$492.4K0.0%CoreMediumHouston, TX2026-10-28
HBW Advisory Services LLC
15,422$471.8K0.0%ETFMediumSimi Valley, CA2026-10-15
Vontobel Holding Ltd.
14,783$452.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Baldwin Wealth Partners LLC
14,675$448.9K0.0%GrowthLowMarion, MA2026-10-13
tru Independence LLC
14,086$430.9K0.2%ETFLowPortland, OR2026-10-20
Capital Wealth Alliance, LLC
13,849$423.3K0.2%CoreLowScottsdale, AZ2026-10-20
EPG Wealth Management LLC
13,202$403.9K0.1%GrowthLowAtlanta, GA2026-11-03
Smallwood Wealth Investment Management, LLC
12,043$368.4K0.2%ETFVery LowRed Bank, NJ2026-10-30
Waterfront Wealth Inc.
11,506$356.6K0.1%ValueLowOverland Park, KS2026-11-03
Accel Wealth Management
11,229$343.5K0.1%ETFLowWaverly, IA2026-10-13
Genesis Private Wealth, LLC
11,125$340.3K0.1%ETFLowAshburn, VA2026-11-02
Plante Moran Financial Advisors, LLC
10,831$331.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Fearless Solutions, LLC dba Best Invest
9,782$299.2K0.2%ETFLowSan Antonio, TX2026-10-14
Wedbush Securities Inc
9,755$298.0K0.0%CoreLowPasadena, CA2026-10-22
Pacific Excel Wealth Advisors, Inc.
9,401$287.6K0.3%ETFHighWalnut Creek, CA2026-10-27
Cushing Capital Partners, LLC
9,381$287.0K0.2%ETFLowDelafield, WI2026-10-20
Shelton Wealth Management, LLC
9,243$282.7K0.1%GrowthMediumFort Worth, TX2026-10-16
Objective Capital Management, LLC
9,111$278.7K0.2%ETFLowFairlawn, OH2026-10-13
Northwest Wealth Advisors, LLC
8,473$259.2K0.1%ETFVery LowBellingham, WA2026-11-02
Signal Advisors Wealth, LLC
8,337$255.0K0.0%ETFLowDetroit, MI2026-10-13
Daymark Wealth Partners, LLC
7,705$235.7K0.0%CoreLowCincinnati, OH2026-11-04
Iams Wealth Management, LLC
7,517$229.9K0.1%CoreMediumOmaha, NE2026-10-15
Nilsine Partners, LLC
7,500$229.4K0.0%CoreMediumGreenwood Village, CO2026-11-02
Visionary Wealth Advisors
7,495$229.3K0.0%ETFLowO'Fallon, IL2026-11-04
Wealth Effects LLC
7,463$228.3K0.1%GrowthLowBoston, MA2026-10-23
Summit Wealth Group LLC / Co
7,409$226.6K0.0%ETFHighColorado Springs, CO2026-10-29
Compass Financial Management LLC
7,308$223.6K0.0%CoreN/ATampa, FL2026-10-30
Creative Financial Designs Inc
7,299$223.3K0.0%ETFMediumKokomo, IN2026-11-04
Bright Financial Advisors, Inc.
7,215$220.7K0.1%ETFVery LowPortage, MI2026-10-23
Core Wealth Partners LLC
7,183$219.7K0.1%GrowthLowSanta Rosa, CA2026-11-02
Total Investment Management Inc
7,151$218.8K0.0%ETFLowScottsdale, AZ2026-10-22
FSM Wealth Advisors, LLC
7,040$218.4K0.0%ETFLowCleveland, OH2026-10-27
Morton Brown Family Wealth, LLC
6,984$213.6K0.0%ETFVery LowAllentown, PA2026-10-23
SigFig Wealth Management, LLC
6,935$212.1K0.0%ETFLowSan Francisco, CA2026-10-07
Balboa Wealth Partners
6,805$208.2K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Miller Financial Services LLC
6,700$205.0K0.2%CoreLowMarshall, MI2026-10-20
CoreCap Advisors, LLC
6,615$202.4K0.0%ETFMediumSouthfield, MI2026-10-08
StrongBox Wealth, LLC
6,441$197.0K0.1%GrowthLowLee'S Summit, MO2026-11-02
Tounjian Advisory Partners, LLC
5,707$174.6K0.1%GrowthHighFort Myers, FL2026-11-04
Transce3nd, LLC
4,417$136.2K0.1%GrowthLowBuda, TX2026-10-26
IFP Advisors, Inc
4,330$132.5K0.0%GrowthLowTampa, FL2026-10-16
United Community Bank
2,825$86.4K0.0%CoreLowGreenville, SC2026-10-28
Private Trust Co NA
2,387$73.0K0.0%CoreLowCleveland, OH2026-10-20
SBI Securities Co., Ltd.
2,322$71.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Golden State Wealth Management, LLC
2,057$63.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Spire Wealth Management
2,007$61.4K0.0%GrowthMediumMclean, VA2026-10-30
IMG Wealth Management, Inc.
1,910$58.4K0.0%ETFMediumJacksonville, FL2026-10-27
Elevated Capital Advisors, LLC
1,764$54.0K0.0%ETFMediumSandy, UT2026-11-04
Pinnacle Bancorp, Inc.
1,591$48.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Parallel Advisors, LLC
1,500$45.9K0.0%IndexLowSan Francisco, CA2026-11-03
Reap Financial Group, LLC
1,265$38.7K0.0%ETFLowAustin, TX2026-11-02
Farmers & Merchants Investments Inc
700$21.4K0.0%CoreVery LowLincoln, NE2026-10-22
Salomon & Ludwin, LLC
649$19.9K0.0%ETFVery LowRichmond, VA2026-10-29
CX Institutional
643$200.0%CoreMediumAuburn, IN2026-10-02
Cassaday & Co Wealth Management LLC
593$18.1K0.0%ETFVery LowMclean, VA2026-10-27
Nfsg Corp
503$15.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Pinnacle Wealth Planning Services, Inc.
405$12.4K0.0%GARPLowMansfield, OH2026-10-27
Dhjj Financial Advisors, Ltd.
384$11.7K0.0%ETFVery LowNaperville, IL2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
249$7.6K0.0%GrowthMediumIndianapolis, IN2026-10-14
Root Financial Partners, LLC
239$7.3K0.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
235$7.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Latitude Advisors, LLC
160$4.9K0.0%ETFLowYorkville, IL2026-10-27
Mather Group, Llc.
154$4.7K0.0%ETFMediumChicago, IL2026-10-14
Larson Financial Group LLC
142$4.3K0.0%GrowthLowSt Louis, MO2026-11-05
Reyes Financial Architecture, Inc.
141$4.3K0.0%ETFVery HighSan Diego, CA2026-10-22
EverSource Wealth Advisors, LLC
136$4.2K0.0%CoreMediumBirmingham, AL2026-11-04
Rossby Financial, LCC
124$3.8K0.0%ETFMediumMelbourne, FL2026-11-05
Gilpin Wealth Management, LLC
111$3.4K0.0%GrowthLowDenver, CO2026-10-09
Independence Bank of Kentucky
98$3.0K0.0%GrowthLowOwensboro, KY2026-10-26
Holos Integrated Wealth LLC
98$3.0K0.0%ETFLowKennett Square, PA2026-10-23
Triumph Capital Management
75$2.3K0.0%ETFMediumDenver, CO2026-10-14
POM Investment Strategies, LLC
43$1.3K0.0%ETFVery HighRaleigh, NC2026-10-20
Buck Wealth Strategies, LLC
1$310.0%ValueMediumDenver, CO2026-10-28