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First Trust Managed Municipa (FMB)

CUSIP: 33739N108 | NYSE | 728 institutional holders

Quarters

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

Avantax Planning Partners, Inc.973,988
1.2% of portfolio›$46.6M
Truist Financial Corp408,614
0.0% of portfolio›$19.6M
RMR Wealth Builders377,337
1.1% of portfolio›$18.1M
Commonwealth Equity Services, LLC369,225
0.0% of portfolio›$17.7M
Cambridge Investment Research Advisors, Inc.326,032
0.1% of portfolio›$15.6M
True Blue Financial, LLC259,546
4.6% of portfolio›$12.4M
XML Financial, LLC212,746
0.7% of portfolio›$10.2M
Vise Technologies, Inc.198,683
0.1% of portfolio›$9.5M
Thrivent Financial for Lutherans182,748
0.0% of portfolio›$8.8M
Bank of New York Mellon Corp182,472
0.0% of portfolio›$8.7M
Kestra Advisory Services, LLC178,128
0.0% of portfolio›$8.5M
First Heartland Consultants, Inc.177,140
0.6% of portfolio›$8.5M
Mattern Wealth Management LLC159,469
1.2% of portfolio›$7.6M
ERn Financial, LLC159,274
1.2% of portfolio›$7.6M
CWA Asset Management Group, LLC111,528
0.2% of portfolio›$5.3M
MGO One Seven LLC110,305
0.1% of portfolio›$5.3M
Citigroup Inc107,833
0.0% of portfolio›$5.2M
Country Trust Bank87,900
0.1% of portfolio›$4.2M
Magnus Financial Group LLC87,328
0.3% of portfolio›$4.2M
Etesian Wealth Advisors, Inc.86,115
1.2% of portfolio›$4.1M
EdgeRock Capital LLC84,623
0.9% of portfolio›$4.1M
Brady Martz Wealth Solutions, LLC81,830
0.6% of portfolio›$3.9M
Fifth Third Bancorp80,216
0.0% of portfolio›$3.8M
Able Financial Group, LLC78,541
0.6% of portfolio›$3.8M
Westside Investment Management, Inc.74,000
0.5% of portfolio›$3.5M
Arwa LLC63,264
1.1% of portfolio›$3.1M
WealthCare Investment Partners, LLC59,460
0.7% of portfolio›$2.8M
Hedeker Wealth, LLC57,266
0.5% of portfolio›$2.7M
Vaquero Private Wealth, LTD56,440
0.6% of portfolio›$2.7M
D.A. Davidson & Co.53,836
0.0% of portfolio›$2.6M
Inspirion Wealth Advisors, LLC51,438
0.3% of portfolio›$2.5M
Arkansas Financial Group, Inc.49,026
0.3% of portfolio›$2.3M
Sentinel Pension Advisors, LLC48,986
0.3% of portfolio›$2.3M
Elevation Point Wealth Partners, LLC46,743
0.0% of portfolio›$2.2M
Heck Capital Advisors, LLC44,627
0.1% of portfolio›$2.1M
Landmark Wealth Management, LLC43,057
0.5% of portfolio›$2.1M
Golden State Wealth Management, LLC42,940
0.2% of portfolio›$2.1M
Midwest Financial Group LLC42,745
0.7% of portfolio›$2.0M
Weitzel Financial Services, Inc.42,063
0.7% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC40,157
0.0% of portfolio›$1.9M
RFG Advisory, LLC37,797
0.0% of portfolio›$1.8M
Friday Financial37,373
0.4% of portfolio›$1.8M
Sigma Planning Corp36,464
0.0% of portfolio›$1.7M
Ashton Thomas Private Wealth, LLC36,258
0.0% of portfolio›$1.7M
Dynamic Advisor Solutions LLC34,192
0.0% of portfolio›$1.6M
Family Capital Management, Inc.33,935
0.6% of portfolio›$1.6M
Oppenheimer & Co Inc33,289
0.0% of portfolio›$1.6M
Legacy Solutions, LLC33,003
1.2% of portfolio›$1.6M
Bernardo Wealth Planning LLC31,488
0.1% of portfolio›$1.5M
Hobart Private Capital, LLC31,250
0.3% of portfolio›$1.5M
Atlas Private Wealth Advisors31,047
0.3% of portfolio›$1.5M
Insight Wealth Strategies, LLC28,905
0.1% of portfolio›$1.4M
Stonehaven Wealth & TAX Solutions, LLC27,280
1.2% of portfolio›$1.3M
Creative Planning26,006
0.0% of portfolio›$1.2M
Capital Investment Advisory Services, LLC25,923
0.1% of portfolio›$1.2M
Sowell Financial Services LLC25,166
0.0% of portfolio›$1.2M
Clear Creek Financial Management, LLC24,419
0.1% of portfolio›$1.2M
Scissortail Wealth Management, LLC23,104
0.2% of portfolio›$1.1M
Prospera Financial Services Inc22,893
0.0% of portfolio›$1.1M
Occidental Asset Management, LLC22,420
0.1% of portfolio›$1.1M
Verus Capital Partners, LLC22,093
0.1% of portfolio›$1.1M
Syntegra Private Wealth Group, LLC21,379
0.1% of portfolio›$1.0M
Avestar Capital, LLC21,279
0.1% of portfolio›$1.0M
Kestra Private Wealth Services, LLC21,258
0.0% of portfolio›$1.0M
Private Trust Co NA20,890
0.1% of portfolio›$999.8K
EPG Wealth Management LLC20,529
0.2% of portfolio›$982.5K
Concurrent Investment Advisors, LLC20,465
0.0% of portfolio›$979.5K
Chiron Capital Management, LLC19,806
0.9% of portfolio›$947.9K
IFP Advisors, Inc19,537
0.0% of portfolio›$935.0K
LVZ, Inc.18,658
0.1% of portfolio›$893.0K
Philip James Wealth Mangement, LLC18,590
0.1% of portfolio›$889.7K
Milestones Private Investment Advisors LLC18,535
0.7% of portfolio›$887.1K
Crumly & Associates Inc.18,385
0.2% of portfolio›$879.9K
Saxon Interests, Inc.18,300
0.3% of portfolio›$875.8K
GSG Advisors LLC17,832
0.2% of portfolio›$853.4K
Brookstone Capital Management17,801
0.0% of portfolio›$852.0K
Pinnacle Bancorp, Inc.16,996
0.2% of portfolio›$813.4K
PKS Advisory Services, LLC16,319
0.1% of portfolio›$838.3K
Southland Equity Partners LLC16,238
0.1% of portfolio›$777.2K
Schwallier Wealth Management LLC15,915
0.5% of portfolio›$761.7K
Warren Street Wealth Advisors, LLC14,612
0.1% of portfolio›$699.3K
Main Line Retirement Advisors, LLC14,138
0.3% of portfolio›$676.6K
Opinicus Capital, Inc.13,645
0.4% of portfolio›$653.0K
LexAurum Advisors, LLC13,309
0.1% of portfolio›$637.0K
High Net Worth Advisory Group LLC13,240
0.1% of portfolio›$633.7K
Cottonwood Capital Advisors, LLC12,965
0.4% of portfolio›$620.5K
Allspring Global Investments Holdings, LLC12,306
0.0% of portfolio›$595.9K
Koshinski Asset Management, Inc.11,929
0.0% of portfolio›$570.9K
Naples Global Advisors, LLC11,900
0.0% of portfolio›$569.5K
Triumph Capital Management11,844
0.1% of portfolio›$566.9K
Murphy, Middleton, Hinkle & Parker, Inc.11,486
0.2% of portfolio›$549.7K
Hilton Head Capital Partners, LLC10,589
0.3% of portfolio›$506.8K
Cypress Capital Group10,300
0.0% of portfolio›$493.0K
HFG Wealth Management, LLC10,163
0.5% of portfolio›$522.0K
Financial Enhancement Group LLC10,095
0.1% of portfolio›$481.5K
Old Mission Investment Co LLC10,079
0.1% of portfolio›$482.4K
Mcdonald Partners LLC10,000
0.1% of portfolio›$478.6K
J.W. Cole Advisors, Inc.9,146
0.0% of portfolio›$437.7K
PTM Wealth Management, LLC9,144
0.2% of portfolio›$439.0K
Nilsine Partners, LLC8,936
0.0% of portfolio›$427.7K
Fragasso Financial Advisors Inc8,900
0.0% of portfolio›$427.3K
CoreCap Advisors, LLC8,826
0.0% of portfolio›$422.4K
Total Clarity Wealth Management, Inc.8,373
0.1% of portfolio›$400.7K
HCR Wealth Advisors8,344
0.0% of portfolio›$399.3K
Integrity Advisory Solutions, LLC8,186
0.0% of portfolio›$391.8K
Patten Group, Inc.8,127
0.1% of portfolio›$389.0K
Worth Financial Advisory Group, LLC7,910
0.2% of portfolio›$378.6K
Patriot Financial Group Insurance Agency, LLC7,782
0.0% of portfolio›$372.4K
Larson Financial Group LLC7,649
0.0% of portfolio›$366.1K
ShoreHaven Wealth Partners, LLC7,609
0.1% of portfolio›$364.2K
Lake Street Private Wealth, LLC7,500
0.0% of portfolio›$359.0K
Coyle Financial Counsel LLC7,433
0.1% of portfolio›$355.7K
Sutton Place Investors LLC7,374
0.2% of portfolio›$352.9K
TL Private Wealth6,953
0.1% of portfolio›$334.1K
Wedbush Securities Inc6,848
0.0% of portfolio›$328.0K
Cooksen Wealth, LLC6,840
0.2% of portfolio›$328.4K
Cullen T Bankers, Inc.6,834
0.0% of portfolio›$327.1K
Investment Planning Advisors, Inc.6,831
0.1% of portfolio›$326.9K
Cornerstone Wealth Management, LLC6,732
0.0% of portfolio›$322.2K
Beacon Financial Group6,451
0.0% of portfolio›$308.7K
Legacy Private Trust Co.6,426
0.0% of portfolio›$307.5K
Advisory Resource Group6,359
0.0% of portfolio›$304.3K
Maia Wealth LLC6,326
0.0% of portfolio›$302.8K
Farther Finance Advisors, LLC6,022
0.0% of portfolio›$288.2K
Sovran Advisors, LLC5,989
0.0% of portfolio›$295.0K
Plante Moran Financial Advisors, LLC5,926
0.0% of portfolio›$283.6K
Cornerstone Wealth, LLC5,857
0.1% of portfolio›$287.4K
TrueWealth Advisors, LLC5,833
0.1% of portfolio›$279.2K
Csenge Advisory Group5,812
0.0% of portfolio›$278.2K
Auour Investments LLC5,648
0.1% of portfolio›$270.3K
Crusonia Wealth Advisors LLC5,463
0.0% of portfolio›$261.5K
Wealth Advisors Northwest LLC5,428
0.1% of portfolio›$259.8K
QP Wealth Management, LLC4,900
0.4% of portfolio›$234.5K
QTR Family Wealth, LLC4,690
0.1% of portfolio›$224.5K
Acorn Wealth Advisors, LLC4,674
0.1% of portfolio›$223.7K
Live Oak Investment Partners4,496
0.1% of portfolio›$215.2K
Advisortrust Partners, LLC4,441
0.1% of portfolio›$212.5K
IMG Wealth Management, Inc.4,303
0.1% of portfolio›$205.9K
Flagstar Securities, Inc4,282
0.1% of portfolio›$204.9K
Revisor Wealth Management LLC4,243
0.1% of portfolio›$206.5K
Visionary Wealth Advisors4,225
0.0% of portfolio›$202.2K
Atria Investments, Inc4,196
0.0% of portfolio›$200.8K
Wealthcare Advisory Partners LLC4,180
0.0% of portfolio›$200.1K
Dhjj Financial Advisors, Ltd.3,339
0.0% of portfolio›$159.8K
Hanson & Doremus Investment Management2,233
0.1% of portfolio›$107.0K
Creative Capital Management Investments LLC2,036
0.0% of portfolio›$97.4K
Farmers & Merchants Trust Co of Chambersburg PA1,828
0.1% of portfolio›$87.0K
Duncker Streett & Co Inc1,380
0.0% of portfolio›$66.0K
Hazlett, Burt & Watson, Inc.1,250
0.0% of portfolio›$29.0K
Blue Trust, Inc.1,167
0.0% of portfolio›$55.9K
Jacobi Capital Management LLC1,115
0.0% of portfolio›$53.4K
US Bancorp \de\1,106
0.0% of portfolio›$52.9K
Ascentis Independent Advisors1,060
0.0% of portfolio›$50.8K
PFS Partners, LLC706
0.0% of portfolio›$33.8K
GoalVest Advisory LLC689
0.0% of portfolio›$33.0K
Evolution Wealth Management Inc.543
0.0% of portfolio›$26.0K
Lanark Financial, Inc.446
0.0% of portfolio›$21.4K
Central Trust Co414
0.0% of portfolio›$19.8K
Rossby Financial, LCC180
0.0% of portfolio›$8.6K
Polaris Financial Partners125
0.0% of portfolio›$6
Team Financial Group, LLC92
0.0% of portfolio›$4.4K
Reap Financial Group, LLC86
0.0% of portfolio›$4.1K
High Note Wealth, LLC10
0.0% of portfolio›$479
Elevated Capital Advisors, LLC10
0.0% of portfolio›$479
StyleTurnoverLocationFiled
Avantax Planning Partners, Inc.
973,988$46.6M1.2%ETFLowDubuque, IA2026-11-03
Truist Financial Corp
408,614$19.6M0.0%CoreLowCharlotte, NC2026-10-30
RMR Wealth Builders
377,337$18.1M1.1%ETFLowMontclair, NJ2026-10-22
Commonwealth Equity Services, LLC
369,225$17.7M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
326,032$15.6M0.1%ETFLowFairfield, IA2026-11-02
True Blue Financial, LLC
259,546$12.4M4.6%ETFLowStevensville, MI2026-10-15
XML Financial, LLC
212,746$10.2M0.7%ETFLowBethesda, MD2026-10-29
Vise Technologies, Inc.
198,683$9.5M0.1%IndexLowNew York, NY2026-10-29
Thrivent Financial for Lutherans
182,748$8.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
182,472$8.7M0.0%CoreLowNew York, NY2026-11-05
Kestra Advisory Services, LLC
178,128$8.5M0.0%CoreLowAustin, TX2026-11-02
First Heartland Consultants, Inc.
177,140$8.5M0.6%ETFMediumLake St. Louis, MO2026-10-08
Mattern Wealth Management LLC
159,469$7.6M1.2%ETFVery LowLawrence, KS2026-11-04
ERn Financial, LLC
159,274$7.6M1.2%ETFVery LowMiddleton, WI2026-10-28
CWA Asset Management Group, LLC
111,528$5.3M0.2%CoreMediumNaples, FL2026-10-19
MGO One Seven LLC
110,305$5.3M0.1%GrowthLowBeachwood, OH2026-10-28
Citigroup Inc
107,833$5.2M0.0%CoreMediumNew York, NY2026-11-04
Country Trust Bank
87,900$4.2M0.1%GrowthLowBloomington, IL2026-10-30
Magnus Financial Group LLC
87,328$4.2M0.3%ETFLowNew York, NY2026-10-21
Etesian Wealth Advisors, Inc.
86,115$4.1M1.2%ETFLowWest Linn, OR2026-10-27
EdgeRock Capital LLC
84,623$4.1M0.9%ETFLowDenver, CO2026-11-03
Brady Martz Wealth Solutions, LLC
81,830$3.9M0.6%ETFLowGrand Forks, ND2026-11-05
Fifth Third Bancorp
80,216$3.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Able Financial Group, LLC
78,541$3.8M0.6%ETFLowScottsdale, AZ2026-10-14
Westside Investment Management, Inc.
74,000$3.5M0.5%GrowthLowSanta Monica, CA2026-11-02
Arwa LLC
63,264$3.1M1.1%ETFMediumFort Worth, TX2026-10-21
WealthCare Investment Partners, LLC
59,460$2.8M0.7%ETFLowPortsmouth, RI2026-11-05
Hedeker Wealth, LLC
57,266$2.7M0.5%GrowthLowLincolnshire, IL2026-10-23
Vaquero Private Wealth, LTD
56,440$2.7M0.6%ETFN/ADallas, TX2026-10-27
D.A. Davidson & Co.
53,836$2.6M0.0%CoreLowGreat Falls, MT2026-10-28
Inspirion Wealth Advisors, LLC
51,438$2.5M0.3%ETFMediumLibertyville, IL2026-10-09
Arkansas Financial Group, Inc.
49,026$2.3M0.3%ETFVery LowLittle Rock, AR2026-10-26
Sentinel Pension Advisors, LLC
48,986$2.3M0.3%ETFLowWakefield, MA2026-11-02
Elevation Point Wealth Partners, LLC
46,743$2.2M0.0%CoreHighDenver, CO2026-11-05
Heck Capital Advisors, LLC
44,627$2.1M0.1%ETFMediumRhinelander, WI2026-10-14
Landmark Wealth Management, LLC
43,057$2.1M0.5%ETFVery LowMelville, NY2026-11-03
Golden State Wealth Management, LLC
42,940$2.1M0.2%ETFMediumSanta Ana, CA2026-11-02
Midwest Financial Group LLC
42,745$2.0M0.7%ETFLowOverland Park, KS2026-10-15
Weitzel Financial Services, Inc.
42,063$2.0M0.7%ETFVery LowDubuque, IA2026-10-16
Wealth Enhancement Advisory Services, LLC
40,157$1.9M0.0%CoreLowPlymouth, MN2026-10-13
RFG Advisory, LLC
37,797$1.8M0.0%ETFMediumBirmingham, AL2026-11-03
Friday Financial
37,373$1.8M0.4%ETFVery LowDubuque, IA2026-10-09
Sigma Planning Corp
36,464$1.7M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Ashton Thomas Private Wealth, LLC
36,258$1.7M0.0%CoreMediumScottsdale, AZ2026-11-03
Dynamic Advisor Solutions LLC
34,192$1.6M0.0%ETFLowPhoenix, AZ2026-10-13
Family Capital Management, Inc.
33,935$1.6M0.6%ETFLowGrand Rapids, MI2026-11-03
Oppenheimer & Co Inc
33,289$1.6M0.0%CoreLowNew York, NY2026-10-26
Legacy Solutions, LLC
33,003$1.6M1.2%ETFLowKennett Square, PA2026-10-07
Bernardo Wealth Planning LLC
31,488$1.5M0.1%ETFVery LowHarleysville, PA2026-10-23
Hobart Private Capital, LLC
31,250$1.5M0.3%ETFMediumCharlotte, NC2026-10-19
Atlas Private Wealth Advisors
31,047$1.5M0.3%ETFLowRed Bank, NJ2026-10-23
Insight Wealth Strategies, LLC
28,905$1.4M0.1%ETFHighSan Ramon, CA2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
27,280$1.3M1.2%ETFLowAppleton, WI2026-10-22
Creative Planning
26,006$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Capital Investment Advisory Services, LLC
25,923$1.2M0.1%CoreMediumRaleigh, NC2026-10-30
Sowell Financial Services LLC
25,166$1.2M0.0%CoreLowNorth Little Rock, AR2026-10-23
Clear Creek Financial Management, LLC
24,419$1.2M0.1%ETFMediumSilverdale, WA2026-10-28
Scissortail Wealth Management, LLC
23,104$1.1M0.2%ETFLowTulsa, OK2026-11-03
Prospera Financial Services Inc
22,893$1.1M0.0%CoreMediumDallas, TX2026-11-04
Occidental Asset Management, LLC
22,420$1.1M0.1%GrowthLowBurlingame, CA2026-11-05
Verus Capital Partners, LLC
22,093$1.1M0.1%GrowthLowScottsdale, AZ2026-11-03
Syntegra Private Wealth Group, LLC
21,379$1.0M0.1%ETFLowChesterfield, MO2026-10-13
Avestar Capital, LLC
21,279$1.0M0.1%GrowthLowNew York, NY2026-10-28
Kestra Private Wealth Services, LLC
21,258$1.0M0.0%GrowthLowAustin, TX2026-10-30
Private Trust Co NA
20,890$999.8K0.1%CoreLowCleveland, OH2026-10-20
EPG Wealth Management LLC
20,529$982.5K0.2%GrowthLowAtlanta, GA2026-11-03
Concurrent Investment Advisors, LLC
20,465$979.5K0.0%GrowthMediumTampa, FL2026-10-16
Chiron Capital Management, LLC
19,806$947.9K0.9%YieldMediumTallahassee, FL2026-10-15
IFP Advisors, Inc
19,537$935.0K0.0%GrowthLowTampa, FL2026-10-16
LVZ, Inc.
18,658$893.0K0.1%ETFLowHolland, MI2026-10-20
Philip James Wealth Mangement, LLC
18,590$889.7K0.1%YieldMediumMilton, GA2026-10-27
Milestones Private Investment Advisors LLC
18,535$887.1K0.7%ETFMediumFairport, NY2026-10-19
Crumly & Associates Inc.
18,385$879.9K0.2%ETFMediumSpringfield, IL2026-10-07
Saxon Interests, Inc.
18,300$875.8K0.3%ETFMediumHouston, TX2026-10-26
GSG Advisors LLC
17,832$853.4K0.2%ETFVery LowMount Laurel, NJ2026-11-03
Brookstone Capital Management
17,801$852.0K0.0%ETFMediumWheaton, IL2026-10-22
Pinnacle Bancorp, Inc.
16,996$813.4K0.2%CoreVery LowBeatrice, NE2026-10-21
PKS Advisory Services, LLC
16,319$838.3K0.1%ETFMediumAlbany, NY2026-10-26
Southland Equity Partners LLC
16,238$777.2K0.1%ETFLowWildwood, MO2026-10-14
Schwallier Wealth Management LLC
15,915$761.7K0.5%ETFHighGrand Rapids, MI2026-11-05
Warren Street Wealth Advisors, LLC
14,612$699.3K0.1%ETFMediumIrvine, CA2026-11-04
Main Line Retirement Advisors, LLC
14,138$676.6K0.3%ETFLowWhitefish, MT2026-10-14
Opinicus Capital, Inc.
13,645$653.0K0.4%GrowthLowTampa, FL2026-10-28
LexAurum Advisors, LLC
13,309$637.0K0.1%ETFLowOverland Park, KS2026-10-19
High Net Worth Advisory Group LLC
13,240$633.7K0.1%ETFVery LowNaples, FL2026-10-26
Cottonwood Capital Advisors, LLC
12,965$620.5K0.4%ETFVery LowSalt Lake City, UT2026-10-20
Allspring Global Investments Holdings, LLC
12,306$595.9K0.0%CoreMediumCharlotte, NC2026-11-04
Koshinski Asset Management, Inc.
11,929$570.9K0.0%ETFLowDecatur, IL2026-10-29
Naples Global Advisors, LLC
11,900$569.5K0.0%CoreVery LowNaples, FL2026-11-05
Triumph Capital Management
11,844$566.9K0.1%ETFMediumDenver, CO2026-10-14
Murphy, Middleton, Hinkle & Parker, Inc.
11,486$549.7K0.2%CoreVery HighThomasville, GA2026-10-15
Hilton Head Capital Partners, LLC
10,589$506.8K0.3%CoreMediumHilton Head Island, SC2026-10-23
Cypress Capital Group
10,300$493.0K0.0%CoreLowPalm Beach, FL2026-11-03
HFG Wealth Management, LLC
10,163$522.0K0.5%ETFLowThe Woodlands, TX2026-10-16
Financial Enhancement Group LLC
10,095$481.5K0.1%ETFMediumAnderson, IN2026-10-08
Old Mission Investment Co LLC
10,079$482.4K0.1%ETFLowTraverse City, MI2026-10-22
Mcdonald Partners LLC
10,000$478.6K0.1%CoreLowCleveland, OH2026-11-03
J.W. Cole Advisors, Inc.
9,146$437.7K0.0%IndexLowTampa, FL2026-11-05
PTM Wealth Management, LLC
9,144$439.0K0.2%ETFLowNorth Wales, PA2026-10-23
Nilsine Partners, LLC
8,936$427.7K0.0%CoreMediumGreenwood Village, CO2026-11-02
Fragasso Financial Advisors Inc
8,900$427.3K0.0%ETFLowSewickley, PA2026-10-13
CoreCap Advisors, LLC
8,826$422.4K0.0%ETFMediumSouthfield, MI2026-10-08
Total Clarity Wealth Management, Inc.
8,373$400.7K0.1%ETFMediumSt. Charles, IL2026-10-26
HCR Wealth Advisors
8,344$399.3K0.0%GrowthLowLos Angeles, CA2026-10-15
Integrity Advisory Solutions, LLC
8,186$391.8K0.0%ETFMediumDallas, TX2026-10-29
Patten Group, Inc.
8,127$389.0K0.1%CoreLowChattanooga, TN2026-10-26
Worth Financial Advisory Group, LLC
7,910$378.6K0.2%GrowthVery LowCharlotte, NC2026-10-19
Patriot Financial Group Insurance Agency, LLC
7,782$372.4K0.0%GrowthLowWalpole, MA2026-10-14
Larson Financial Group LLC
7,649$366.1K0.0%GrowthLowSt Louis, MO2026-11-05
ShoreHaven Wealth Partners, LLC
7,609$364.2K0.1%ETFMediumRed Bank, NJ2026-10-16
Lake Street Private Wealth, LLC
7,500$359.0K0.0%GrowthLowChicago, IL2026-10-22
Coyle Financial Counsel LLC
7,433$355.7K0.1%ETFVery LowGlenview, IL2026-10-28
Sutton Place Investors LLC
7,374$352.9K0.2%ETFLowArmonk, NY2026-10-20
TL Private Wealth
6,953$334.1K0.1%ETFVery LowSouthlake, TX2026-10-13
Wedbush Securities Inc
6,848$328.0K0.0%CoreLowPasadena, CA2026-10-22
Cooksen Wealth, LLC
6,840$328.4K0.2%ETFVery LowThe Woodlands, TX2026-10-13
Cullen T Bankers, Inc.
6,834$327.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Investment Planning Advisors, Inc.
6,831$326.9K0.1%ETFMediumCumming, GA2026-10-14
Cornerstone Wealth Management, LLC
6,732$322.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Beacon Financial Group
6,451$308.7K0.0%ETFMediumDallas, TX2026-10-19
Legacy Private Trust Co.
6,426$307.5K0.0%ETFLowNeenah, WI2026-10-06
Advisory Resource Group
6,359$304.3K0.0%GARPMediumTulsa, OK2026-10-26
Maia Wealth LLC
6,326$302.8K0.0%ETFMediumDenver, CO2026-10-19
Farther Finance Advisors, LLC
6,022$288.2K0.0%IndexLowSan Francisco, CA2026-10-08
Sovran Advisors, LLC
5,989$295.0K0.0%ETFMediumSan Diego, CA2026-11-02
Plante Moran Financial Advisors, LLC
5,926$283.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Cornerstone Wealth, LLC
5,857$287.4K0.1%ETFMediumGreeneville, TN2026-10-28
TrueWealth Advisors, LLC
5,833$279.2K0.1%ETFMediumBirmingham, AL2026-10-09
Csenge Advisory Group
5,812$278.2K0.0%ETFMediumClearwater, FL2026-11-04
Auour Investments LLC
5,648$270.3K0.1%ETFLowWoburn, MA2026-10-28
Crusonia Wealth Advisors LLC
5,463$261.5K0.0%ETFVery LowDenver, CO2026-10-26
Wealth Advisors Northwest LLC
5,428$259.8K0.1%ETFLowPortland, OR2026-10-29
QP Wealth Management, LLC
4,900$234.5K0.4%GrowthHighBoca Raton, FL2026-10-20
QTR Family Wealth, LLC
4,690$224.5K0.1%GrowthMediumLake Mary, FL2026-11-02
Acorn Wealth Advisors, LLC
4,674$223.7K0.1%ETFLowGrand Blanc, MI2026-10-19
Live Oak Investment Partners
4,496$215.2K0.1%ETFMediumAustin, TX2026-10-23
Advisortrust Partners, LLC
4,441$212.5K0.1%CoreHighRaleigh, NC2026-11-02
IMG Wealth Management, Inc.
4,303$205.9K0.1%ETFMediumJacksonville, FL2026-10-27
Flagstar Securities, Inc
4,282$204.9K0.1%ETFVery LowNew York, NY2026-10-15
Revisor Wealth Management LLC
4,243$206.5K0.1%CoreLowAkron, OH2026-10-20
Visionary Wealth Advisors
4,225$202.2K0.0%ETFLowO'Fallon, IL2026-11-04
Atria Investments, Inc
4,196$200.8K0.0%CoreMediumCharlotte, NC2026-10-15
Wealthcare Advisory Partners LLC
4,180$200.1K0.0%ETFLowWest Chester, PA2026-10-21
Dhjj Financial Advisors, Ltd.
3,339$159.8K0.0%ETFVery LowNaperville, IL2026-10-23
Hanson & Doremus Investment Management
2,233$107.0K0.1%CoreVery LowBurlington, VT2026-10-16
Creative Capital Management Investments LLC
2,036$97.4K0.0%ETFLowSan Diego, CA2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
1,828$87.0K0.1%GARPLowChambersburg, PA2026-10-14
Duncker Streett & Co Inc
1,380$66.0K0.0%GrowthLowSt. Louis, MO2026-10-27
Hazlett, Burt & Watson, Inc.
1,250$29.0K0.0%CoreVery LowWheeling, WV2026-11-04
Blue Trust, Inc.
1,167$55.9K0.0%ETFLowBrentwood, TN2026-10-15
Jacobi Capital Management LLC
1,115$53.4K0.0%CoreLowPittston, PA2026-11-05
US Bancorp \de\
1,106$52.9K0.0%IndexLowMinneapolis, MN2026-11-05
Ascentis Independent Advisors
1,060$50.8K0.0%ETFLowDallas, TX2026-11-03
PFS Partners, LLC
706$33.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
GoalVest Advisory LLC
689$33.0K0.0%ETFMediumNew York, NY2026-10-02
Evolution Wealth Management Inc.
543$26.0K0.0%ETFMediumFort Myers, FL2026-10-28
Lanark Financial, Inc.
446$21.4K0.0%CoreMediumBirmingham, AL2026-10-26
Central Trust Co
414$19.8K0.0%CoreLowJefferson City, MO2026-11-05
Rossby Financial, LCC
180$8.6K0.0%ETFMediumMelbourne, FL2026-11-05
Polaris Financial Partners
125$60.0%GrowthN/AWesterville, OH2026-10-02
Team Financial Group, LLC
92$4.4K0.0%ETFLowTemecula, CA2026-10-30
Reap Financial Group, LLC
86$4.1K0.0%ETFLowAustin, TX2026-11-02
High Note Wealth, LLC
10$4790.0%ETFVery LowDeephaven, MN2026-10-27
Elevated Capital Advisors, LLC
10$4790.0%ETFMediumSandy, UT2026-11-04