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First Trust LOW Duration OPP (LMBS)

CUSIP: 33739Q200 | NYSE | 1123 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,625,681
0.1% of portfolio›$78.8M
Concurrent Investment Advisors, LLC1,349,939
0.5% of portfolio›$65.4M
Csenge Advisory Group957,878
1.8% of portfolio›$46.4M
Assetmark, Inc737,499
0.1% of portfolio›$35.7M
Aaron Wealth Advisors LLC626,833
1.5% of portfolio›$30.4M
Cambridge Investment Research Advisors, Inc.614,280
0.2% of portfolio›$29.8M
Trilogy Capital Inc.604,813
1.1% of portfolio›$29.3M
Walkner Condon Financial Advisors LLC568,608
3.0% of portfolio›$27.6M
Prospera Financial Services Inc567,429
0.4% of portfolio›$27.8M
Financial Enhancement Group LLC537,884
3.0% of portfolio›$26.1M
Brookstone Capital Management466,172
0.2% of portfolio›$22.6M
Inspirion Wealth Advisors, LLC427,270
2.4% of portfolio›$20.7M
Carrera Capital Advisors397,160
2.7% of portfolio›$19.2M
Heck Capital Advisors, LLC384,997
1.0% of portfolio›$18.7M
Truist Financial Corp363,830
0.0% of portfolio›$17.6M
Kestra Advisory Services, LLC358,049
0.0% of portfolio›$17.4M
Redhawk Wealth Advisors, Inc.356,372
1.8% of portfolio›$17.3M
Kestra Private Wealth Services, LLC355,931
0.2% of portfolio›$17.2M
TL Private Wealth348,651
6.1% of portfolio›$17.0M
Prism Advisors, Inc.344,206
4.2% of portfolio›$16.7M
Fairvoy Private Wealth, LLC323,800
3.2% of portfolio›$15.7M
Secure Asset Management, LLC319,464
2.1% of portfolio›$15.5M
Weitzel Financial Services, Inc.276,309
4.5% of portfolio›$13.4M
Adamsbrown Wealth Consultants LLC261,239
2.3% of portfolio›$12.7M
Ashton Thomas Private Wealth, LLC254,299
0.2% of portfolio›$12.3M
Searcy Financial Services Inc246,067
4.3% of portfolio›$11.9M
Certified Advisory Corp244,128
1.0% of portfolio›$11.8M
Clear Creek Financial Management, LLC235,027
0.9% of portfolio›$11.4M
PFS Partners, LLC234,867
4.6% of portfolio›$11.4M
Grove Bank & Trust232,966
1.1% of portfolio›$11.3M
Farther Finance Advisors, LLC231,276
0.1% of portfolio›$11.2M
Wesbanco Bank Inc230,286
0.4% of portfolio›$11.2M
Citigroup Inc228,512
0.0% of portfolio›$11.1M
Creative Financial Designs Inc227,032
0.5% of portfolio›$11.0M
Wealth Enhancement Trust Services, Inc.221,950
1.1% of portfolio›$10.8M
Mainsail Financial Group, LLC219,475
3.6% of portfolio›$10.6M
D.A. Davidson & Co.207,679
0.1% of portfolio›$10.1M
LexAurum Advisors, LLC204,005
1.1% of portfolio›$9.9M
IFP Advisors, Inc199,587
0.2% of portfolio›$9.7M
TCP Asset Management, LLC194,149
1.1% of portfolio›$9.4M
MRA Advisory Group170,684
3.1% of portfolio›$8.3M
Fairway Financial, LLC170,481
5.2% of portfolio›$8.3M
Centennial Wealth Advisory LLC170,031
1.7% of portfolio›$8.2M
Elevation Point Wealth Partners, LLC157,895
0.1% of portfolio›$7.7M
EdgeRock Capital LLC153,209
1.6% of portfolio›$7.4M
Lunt Capital Management, Inc.141,308
2.6% of portfolio›$6.8M
Genesis Private Wealth, LLC141,028
1.9% of portfolio›$6.8M
RFG Advisory, LLC135,765
0.1% of portfolio›$6.6M
Vaquero Private Wealth, LTD131,152
1.3% of portfolio›$6.4M
Triumph Capital Management118,308
1.0% of portfolio›$5.7M
MGO One Seven LLC115,286
0.1% of portfolio›$5.6M
Wilkerson Advisory Group LLC108,167
1.6% of portfolio›$5.2M
Oppenheimer & Co Inc104,575
0.1% of portfolio›$5.1M
RiverTree Advisors, LLC103,629
3.0% of portfolio›$5.0M
Friedenthal Financial102,556
2.2% of portfolio›$5.0M
James J. Burns & Company, LLC100,235
0.5% of portfolio›$4.9M
Wedbush Securities Inc95,777
0.3% of portfolio›$4.6M
Avior Wealth Management, LLC90,717
0.1% of portfolio›$4.4M
Compass Financial Management LLC88,417
0.5% of portfolio›$4.3M
Atria Investments, Inc84,158
0.0% of portfolio›$4.1M
CoreCap Advisors, LLC79,251
0.1% of portfolio›$3.8M
Wealthcare Advisory Partners LLC72,017
0.1% of portfolio›$3.5M
Dominguez Wealth Management Solutions, Inc.68,731
1.8% of portfolio›$3.3M
Endowment Wealth Management, Inc.67,791
1.1% of portfolio›$3.3M
Park Avenue Securities LLC66,056
0.1% of portfolio›$3.2M
Insight Inv LLC65,489
1.5% of portfolio›$3.2M
Center for Financial Planning, Inc.64,521
0.3% of portfolio›$3.1M
City Holding Co58,510
0.3% of portfolio›$2.8M
Marino, Stram & Associates LLC57,765
0.4% of portfolio›$2.8M
Stonehaven Wealth & TAX Solutions, LLC57,463
2.6% of portfolio›$2.8M
Perigon Wealth Management, LLC55,175
0.0% of portfolio›$2.7M
Split Rock Private Trading & Wealth Management, LLC54,752
1.8% of portfolio›$2.7M
Plus Group Wealth Advisors LLC54,696
2.4% of portfolio›$2.7M
Independent Financial Group, LLC53,553
0.0% of portfolio›$2.6M
Simplicity Wealth,LLC52,125
0.1% of portfolio›$2.5M
Independent Wealth Network Inc.51,503
0.6% of portfolio›$2.5M
Axxcess Wealth Management, LLC49,201
0.1% of portfolio›$2.4M
Golden State Wealth Management, LLC45,628
0.2% of portfolio›$2.2M
Bigelow Investment Advisors, LLC45,462
0.8% of portfolio›$2.2M
Clear Point Advisors Inc.45,446
1.5% of portfolio›$2.2M
Capital Investment Advisory Services, LLC44,790
0.1% of portfolio›$2.2M
APS Management Group, Inc.43,678
1.5% of portfolio›$2.1M
Patten Group, Inc.43,119
0.3% of portfolio›$2.1M
Davenport & Co LLC42,864
0.0% of portfolio›$2.1M
VestGen Advisors, LLC42,653
0.1% of portfolio›$2.1M
IFC & Insurance Marketing, Inc.42,563
1.8% of portfolio›$2.1M
Smart Wealth LLC42,214
0.4% of portfolio›$2.0M
Chris Bulman Inc41,638
0.7% of portfolio›$2.0M
O'Connor Financial Group LLC41,599
0.7% of portfolio›$2.0M
Center For Asset Management LLC41,237
0.9% of portfolio›$2.0M
Midwest Financial Group LLC39,055
0.6% of portfolio›$1.9M
Wagner Wealth Management, Corp38,742
1.5% of portfolio›$1.9M
ProCore Advisors, LLC38,333
2.3% of portfolio›$1.9M
National Wealth Management Group, LLC38,220
0.5% of portfolio›$1.9M
Ifrah Financial Services, Inc.37,169
0.5% of portfolio›$1.8M
Cottonwood Capital Advisors, LLC36,707
1.1% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC36,620
0.0% of portfolio›$1.8M
True Blue Financial, LLC36,091
0.6% of portfolio›$1.7M
Ascentis Independent Advisors35,439
0.1% of portfolio›$1.7M
Wisconsin Wealth Advisors, LLC35,061
1.4% of portfolio›$1.7M
Sigma Planning Corp33,991
0.0% of portfolio›$1.6M
Team Financial Group, LLC33,933
0.6% of portfolio›$1.6M
Braun-Bostich & Associates Inc.33,899
0.9% of portfolio›$1.6M
Acorn Wealth Advisors, LLC33,794
0.4% of portfolio›$1.6M
Carlson Financial, Inc.33,345
0.9% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC33,292
0.0% of portfolio›$1.6M
Maia Wealth LLC32,617
0.2% of portfolio›$1.6M
EverSource Wealth Advisors, LLC31,980
0.0% of portfolio›$1.5M
Integrated Advisors Network LLC31,249
0.1% of portfolio›$1.5M
Romano Brothers and Company31,125
0.2% of portfolio›$1.5M
Beacon Financial Advisory LLC30,739
0.3% of portfolio›$1.5M
Balefire, LLC30,581
0.2% of portfolio›$1.5M
Avestar Capital, LLC28,059
0.1% of portfolio›$1.4M
Atwood & Palmer Inc27,025
0.1% of portfolio›$1.3M
Chicago Partners Investment Group LLC26,387
0.0% of portfolio›$1.3M
Laurel OAK Wealth Management, LLC25,900
0.2% of portfolio›$1.3M
Crusonia Wealth Advisors LLC25,655
0.2% of portfolio›$1.2M
Barrett & Company, Inc.24,452
0.3% of portfolio›$1.2M
Raab & Moskowitz Asset Management LLC23,379
0.2% of portfolio›$1.1M
Apollon Wealth Management, LLC23,325
0.0% of portfolio›$1.1M
Global Assets Advisory, LLC22,790
0.2% of portfolio›$1.1M
Tcfg Investment Advisors, LLC22,546
0.4% of portfolio›$1.1M
Pacific Excel Wealth Advisors, Inc.21,736
1.2% of portfolio›$1.1M
Chiron Capital Management, LLC21,603
1.0% of portfolio›$1.0M
Keystone Wealth Services, LLC21,474
0.2% of portfolio›$1.0M
Private Trust Co NA21,271
0.1% of portfolio›$1.0M
TradeWell Securities, Llc.20,728
0.3% of portfolio›$1.0M
Helium Advisors LLC20,446
0.9% of portfolio›$990.8K
Southland Equity Partners LLC20,143
0.2% of portfolio›$976.1K
BAM Wealth Management, LLC19,452
0.5% of portfolio›$942.6K
Dynamic Advisor Solutions LLC18,529
0.0% of portfolio›$897.9K
Capital CS Group, LLC18,351
0.7% of portfolio›$889.3K
TBH Global Asset Management, LLC17,359
0.2% of portfolio›$1.2M
Comprehensive Wealth Management, LLC17,294
0.4% of portfolio›$838.1K
Towerpoint Wealth, LLC16,826
0.3% of portfolio›$815.4K
Titleist Asset Management, LLC16,747
0.1% of portfolio›$811.5K
Eagle Harbor Asset Management Inc16,351
0.6% of portfolio›$792.4K
Hidden Cove Wealth Management, LLC15,998
0.4% of portfolio›$775.3K
Ascent Group, LLC15,946
0.0% of portfolio›$772.7K
Sovran Advisors, LLC15,534
0.1% of portfolio›$758.8K
BostonPremier Wealth LLC15,271
0.3% of portfolio›$740.0K
Avaii Wealth Management, LLC14,967
0.2% of portfolio›$725.8K
Iams Wealth Management, LLC14,534
0.2% of portfolio›$704.4K
Barnes Dennig Private Wealth Management LLC13,957
0.6% of portfolio›$676.4K
Spire Wealth Management13,856
0.0% of portfolio›$671.5K
Farmers & Merchants Trust Co of Long Beach13,841
0.1% of portfolio›$670.7K
Creative Planning13,525
0.0% of portfolio›$655.4K
Kingswood Wealth Advisors, LLC13,329
0.0% of portfolio›$645.9K
Morey & Quinn Wealth Partners, LLC13,152
0.4% of portfolio›$637.3K
Founders Financial Securities LLC12,855
0.0% of portfolio›$623.0K
B. Riley Wealth Advisors, Inc.12,836
0.0% of portfolio›$622.0K
Robertson Stephens Wealth Management, LLC12,796
0.0% of portfolio›$620.1K
Ballew Advisors, Inc12,482
0.3% of portfolio›$605.3K
International Assets Investment Management, LLC12,119
0.0% of portfolio›$588.1K
StrongBox Wealth, LLC12,075
0.2% of portfolio›$585.2K
Accurate Wealth Management, LLC11,788
0.0% of portfolio›$573.9K
Lanark Financial, Inc.11,306
0.0% of portfolio›$547.9K
Realta Investment Advisors11,010
0.2% of portfolio›$533.5K
Financial Network Wealth Advisors LLC10,787
0.5% of portfolio›$522.7K
Grantvest Financial Group LLC10,541
0.3% of portfolio›$510.8K
BlueChip Wealth Advisors LLC10,315
0.2% of portfolio›$499.9K
Columbia Advisory Partners LLC9,774
0.3% of portfolio›$473.6K
IMG Wealth Management, Inc.9,738
0.2% of portfolio›$471.9K
Claro Advisors Inc.9,706
0.0% of portfolio›$470.3K
Embree Financial Group9,430
0.0% of portfolio›$457.0K
Wealth Effects LLC9,394
0.1% of portfolio›$455.2K
Burke & Herbert Bank & Trust Co9,053
0.1% of portfolio›$438.7K
626 Financial, LLC8,915
0.2% of portfolio›$432.0K
Strategic Blueprint, LLC8,758
0.0% of portfolio›$424.4K
Highline Wealth Partners LLC8,658
0.1% of portfolio›$419.6K
Family Legacy, Inc.8,513
0.1% of portfolio›$412.5K
Narwhal Capital Management8,143
0.0% of portfolio›$394.6K
Meridian Wealth Management, LLC8,111
0.0% of portfolio›$393.1K
BankPlus Wealth Management LLC7,960
0.2% of portfolio›$385.7K
Leo Wealth, LLC7,858
0.1% of portfolio›$380.8K
Ignite Planners, LLC7,637
0.0% of portfolio›$370.3K
PFG Advisors7,473
0.0% of portfolio›$362.1K
Milestones Private Investment Advisors LLC7,446
0.3% of portfolio›$360.8K
Sowell Financial Services LLC7,349
0.0% of portfolio›$356.1K
Novem Group7,220
0.0% of portfolio›$349.9K
J.M. Arbour, LLC7,154
0.3% of portfolio›$346.7K
Commonwealth Financial Services, LLC6,770
0.1% of portfolio›$328.1K
Integrity Wealth Advisors, Inc.6,702
0.2% of portfolio›$324.8K
Rossby Financial, LCC6,395
0.0% of portfolio›$309.9K
Cornell Pochily Investment Advisors, Inc.6,270
0.1% of portfolio›$303.8K
Winebrenner Capital Management LLC5,946
0.2% of portfolio›$288.1K
Integrity Alliance, Llc.5,824
0.0% of portfolio›$282.2K
Balboa Wealth Partners5,784
0.0% of portfolio›$280.3K
Cypress Capital Group5,550
0.0% of portfolio›$269.0K
Holos Integrated Wealth LLC5,516
0.1% of portfolio›$268.8K
TFB Advisors LLC5,506
0.1% of portfolio›$266.8K
Signal Advisors Wealth, LLC5,306
0.0% of portfolio›$257.1K
Retirement Guys Formula LLC5,284
0.1% of portfolio›$256.1K
TrueWealth Advisors, LLC5,122
0.1% of portfolio›$248.2K
Smithbridge Asset Management Inc5,001
0.0% of portfolio›$242.3K
Private Client Services, LLC4,926
0.1% of portfolio›$238.7K
Alessandra Capital Management, LLC4,900
0.2% of portfolio›$237.5K
Trueblood Wealth Management, LLC4,775
0.1% of portfolio›$231.4K
USAdvisors Wealth Management, LLC4,742
0.3% of portfolio›$229.0K
Summit Wealth Group LLC / Co4,722
0.0% of portfolio›$228.8K
RMR Wealth Builders4,716
0.0% of portfolio›$228.5K
Merkkuri Wealth Advisors LLC4,683
0.1% of portfolio›$226.9K
Provenance Wealth Advisors, LLC4,600
0.0% of portfolio›$222.9K
Capital Square, LLC4,576
0.1% of portfolio›$221.8K
Asset Allocation Strategies LLC4,502
0.0% of portfolio›$218.2K
Crossmark Global Holdings, Inc.4,500
0.0% of portfolio›$218.1K
Ferguson Shapiro LLC4,484
0.1% of portfolio›$217.3K
Rubicon Advisors, GP4,474
0.2% of portfolio›$216.8K
Sound Income Strategies, LLC4,437
0.0% of portfolio›$215.9K
KOM Wealth Management Group, LLC4,301
0.1% of portfolio›$208.4K
Koshinski Asset Management, Inc.4,268
0.0% of portfolio›$206.8K
Archer Investment Corp4,197
0.0% of portfolio›$203.4K
Gilpin Wealth Management, LLC3,755
0.1% of portfolio›$182.0K
Blue Trust, Inc.3,358
0.0% of portfolio›$162.7K
Hilton Head Capital Partners, LLC3,328
0.1% of portfolio›$161.3K
Pinnacle Bancorp, Inc.3,255
0.0% of portfolio›$157.7K
First Horizon Corp3,235
0.0% of portfolio›$156.8K
Noble Wealth Management PBC2,479
0.1% of portfolio›$120.1K
Larson Financial Group LLC2,180
0.0% of portfolio›$105.7K
MTM Investment Management, LLC2,173
0.0% of portfolio›$105.3K
Parallel Advisors, LLC2,171
0.0% of portfolio›$105.2K
Harbor Investment Advisory, LLC1,645
0.0% of portfolio›$79.7K
NBT Bank, N.A.1,431
0.0% of portfolio›$69.3K
Mosley Wealth Management1,055
0.0% of portfolio›$51.4K
Wagner Wealth Management, LLC1,021
0.0% of portfolio›$49.5K
Hazlett, Burt & Watson, Inc.900
0.0% of portfolio›$24.0K
Raleigh Capital Management Inc.871
0.0% of portfolio›$42.2K
Avion Wealth622
0.0% of portfolio›$30.0K
Vima LLC593
0.0% of portfolio›$28.7K
Root Financial Partners, LLC586
0.0% of portfolio›$28.4K
Quest 10 Wealth Builders, Inc.540
0.0% of portfolio›$26.2K
Wolff Wiese Magana LLC540
0.0% of portfolio›$26.2K
Dhjj Financial Advisors, Ltd.525
0.0% of portfolio›$25.4K
Signature Equity Partners, LLC467
0.0% of portfolio›$22.7K
Y.D. More Investments Ltd450
0.0% of portfolio›$21.8K
Go Invest LLC384
0.0% of portfolio›$18.6K
Tounjian Advisory Partners, LLC334
0.0% of portfolio›$16.2K
Cullen T Bankers, Inc.318
0.0% of portfolio›$15.4K
Silver Grove Financial Group, Inc.143
0.0% of portfolio›$6.9K
William Mack & Associates, Inc.81
0.0% of portfolio›$3.9K
American National Bank & Trust75
0.0% of portfolio›$3.6K
Key Capital Management, Inc66
0.0% of portfolio›$3.2K
Trust Co of Toledo NA64
0.0% of portfolio›$3.1K
Pinnacle Wealth Planning Services, Inc.39
0.0% of portfolio›$1.9K
Salomon & Ludwin, LLC35
0.0% of portfolio›$1.7K
Lloyd Advisory Services, Llc.19
0.0% of portfolio›$939
Elevated Capital Advisors, LLC14
0.0% of portfolio›$678
Spurstone Advisory Services, LLC8
0.0% of portfolio›$388
Allspring Global Investments Holdings, LLC2
0.0% of portfolio›$119
SBI Securities Co., Ltd.1
0.0% of portfolio›$48
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,625,681$78.8M0.1%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
1,349,939$65.4M0.5%GrowthMediumTampa, FL2026-10-16
Csenge Advisory Group
957,878$46.4M1.8%ETFMediumClearwater, FL2026-11-04
Assetmark, Inc
737,499$35.7M0.1%ETFLowConcord, CA2026-10-21
Aaron Wealth Advisors LLC
626,833$30.4M1.5%GrowthMediumChicago, IL2026-10-13
Cambridge Investment Research Advisors, Inc.
614,280$29.8M0.2%ETFLowFairfield, IA2026-11-02
Trilogy Capital Inc.
604,813$29.3M1.1%ETFMediumIrvine, CA2026-10-20
Walkner Condon Financial Advisors LLC
568,608$27.6M3.0%ETFLowVerona, WI2026-11-02
Prospera Financial Services Inc
567,429$27.8M0.4%CoreMediumDallas, TX2026-11-04
Financial Enhancement Group LLC
537,884$26.1M3.0%ETFMediumAnderson, IN2026-10-08
Brookstone Capital Management
466,172$22.6M0.2%ETFMediumWheaton, IL2026-10-22
Inspirion Wealth Advisors, LLC
427,270$20.7M2.4%ETFMediumLibertyville, IL2026-10-09
Carrera Capital Advisors
397,160$19.2M2.7%ETFMediumTroy, MI2026-11-03
Heck Capital Advisors, LLC
384,997$18.7M1.0%ETFMediumRhinelander, WI2026-10-14
Truist Financial Corp
363,830$17.6M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
358,049$17.4M0.0%CoreLowAustin, TX2026-11-02
Redhawk Wealth Advisors, Inc.
356,372$17.3M1.8%ETFHighMinneapolis, MN2026-10-14
Kestra Private Wealth Services, LLC
355,931$17.2M0.2%GrowthLowAustin, TX2026-10-30
TL Private Wealth
348,651$17.0M6.1%ETFVery LowSouthlake, TX2026-10-13
Prism Advisors, Inc.
344,206$16.7M4.2%ETFMediumStudio City, CA2026-10-09
Fairvoy Private Wealth, LLC
323,800$15.7M3.2%GrowthMediumBirmingham, AL2026-10-19
Secure Asset Management, LLC
319,464$15.5M2.1%GrowthMediumTroy, MI2026-10-19
Weitzel Financial Services, Inc.
276,309$13.4M4.5%ETFVery LowDubuque, IA2026-10-16
Adamsbrown Wealth Consultants LLC
261,239$12.7M2.3%ETFLowWichita, KS2026-10-20
Ashton Thomas Private Wealth, LLC
254,299$12.3M0.2%CoreMediumScottsdale, AZ2026-11-03
Searcy Financial Services Inc
246,067$11.9M4.3%ETFLowOverland Park, KS2026-10-07
Certified Advisory Corp
244,128$11.8M1.0%ETFLowAltamonte Springs, FL2026-10-29
Clear Creek Financial Management, LLC
235,027$11.4M0.9%ETFMediumSilverdale, WA2026-10-28
PFS Partners, LLC
234,867$11.4M4.6%ETFVery LowMine Hill, NJ2026-10-21
Grove Bank & Trust
232,966$11.3M1.1%ETFLowMiami, FL2026-10-08
Farther Finance Advisors, LLC
231,276$11.2M0.1%IndexLowSan Francisco, CA2026-10-08
Wesbanco Bank Inc
230,286$11.2M0.4%CoreLowWheeling, WV2026-11-04
Citigroup Inc
228,512$11.1M0.0%CoreMediumNew York, NY2026-11-04
Creative Financial Designs Inc
227,032$11.0M0.5%ETFMediumKokomo, IN2026-11-04
Wealth Enhancement Trust Services, Inc.
221,950$10.8M1.1%GrowthMediumSioux Falls, SD2026-10-07
Mainsail Financial Group, LLC
219,475$10.6M3.6%ETFLowBellevue, WA2026-10-23
D.A. Davidson & Co.
207,679$10.1M0.1%CoreLowGreat Falls, MT2026-10-28
LexAurum Advisors, LLC
204,005$9.9M1.1%ETFLowOverland Park, KS2026-10-19
IFP Advisors, Inc
199,587$9.7M0.2%GrowthLowTampa, FL2026-10-16
TCP Asset Management, LLC
194,149$9.4M1.1%ETFLowUpper Arlington, OH2026-10-14
MRA Advisory Group
170,684$8.3M3.1%ETFMediumParsippany, NJ2026-10-07
Fairway Financial, LLC
170,481$8.3M5.2%ETFMediumCasselberry, FL2026-10-20
Centennial Wealth Advisory LLC
170,031$8.2M1.7%ETFLowTraverse City, MI2026-10-16
Elevation Point Wealth Partners, LLC
157,895$7.7M0.1%CoreHighDenver, CO2026-11-05
EdgeRock Capital LLC
153,209$7.4M1.6%ETFLowDenver, CO2026-11-03
Lunt Capital Management, Inc.
141,308$6.8M2.6%ETFLowHolladay, UT2026-10-30
Genesis Private Wealth, LLC
141,028$6.8M1.9%ETFLowAshburn, VA2026-11-02
RFG Advisory, LLC
135,765$6.6M0.1%ETFMediumBirmingham, AL2026-11-03
Vaquero Private Wealth, LTD
131,152$6.4M1.3%ETFN/ADallas, TX2026-10-27
Triumph Capital Management
118,308$5.7M1.0%ETFMediumDenver, CO2026-10-14
MGO One Seven LLC
115,286$5.6M0.1%GrowthLowBeachwood, OH2026-10-28
Wilkerson Advisory Group LLC
108,167$5.2M1.6%ETFMediumColumbia, MO2026-10-20
Oppenheimer & Co Inc
104,575$5.1M0.1%CoreLowNew York, NY2026-10-26
RiverTree Advisors, LLC
103,629$5.0M3.0%ETFMediumWinter Park, FL2026-10-13
Friedenthal Financial
102,556$5.0M2.2%ETFHighMarlton, NJ2026-10-27
James J. Burns & Company, LLC
100,235$4.9M0.5%ETFVery LowMelville, NY2026-10-22
Wedbush Securities Inc
95,777$4.6M0.3%CoreLowPasadena, CA2026-10-22
Avior Wealth Management, LLC
90,717$4.4M0.1%ETFMediumOmaha, NE2026-10-13
Compass Financial Management LLC
88,417$4.3M0.5%CoreN/ATampa, FL2026-10-30
Atria Investments, Inc
84,158$4.1M0.0%CoreMediumCharlotte, NC2026-10-15
CoreCap Advisors, LLC
79,251$3.8M0.1%ETFMediumSouthfield, MI2026-10-08
Wealthcare Advisory Partners LLC
72,017$3.5M0.1%ETFLowWest Chester, PA2026-10-21
Dominguez Wealth Management Solutions, Inc.
68,731$3.3M1.8%CoreVery LowWilliamsburg, VA2026-10-07
Endowment Wealth Management, Inc.
67,791$3.3M1.1%ETFMediumAppleton, WI2026-11-03
Park Avenue Securities LLC
66,056$3.2M0.1%ETFMediumNew York, NY2026-10-26
Insight Inv LLC
65,489$3.2M1.5%CoreVery LowEl Segundo, CA2026-10-27
Center for Financial Planning, Inc.
64,521$3.1M0.3%ETFLowSouthfied, MI2026-10-26
City Holding Co
58,510$2.8M0.3%CoreLowCharleston, WV2026-10-19
Marino, Stram & Associates LLC
57,765$2.8M0.4%ETFVery LowBraintree, MA2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
57,463$2.8M2.6%ETFLowAppleton, WI2026-10-22
Perigon Wealth Management, LLC
55,175$2.7M0.0%GrowthLowSan Francisco, CA2026-10-22
Split Rock Private Trading & Wealth Management, LLC
54,752$2.7M1.8%GrowthMediumCloquet, MN2026-10-15
Plus Group Wealth Advisors LLC
54,696$2.7M2.4%ETFLowBelgium, WI2026-10-19
Independent Financial Group, LLC
53,553$2.6M0.0%GrowthLowSan Diego, CA2026-10-13
Simplicity Wealth,LLC
52,125$2.5M0.1%ETFLowSummit, NJ2026-10-23
Independent Wealth Network Inc.
51,503$2.5M0.6%ETFMediumUrbandale, IA2026-10-19
Axxcess Wealth Management, LLC
49,201$2.4M0.1%CoreLowCarlsbad, CA2026-10-21
Golden State Wealth Management, LLC
45,628$2.2M0.2%ETFMediumSanta Ana, CA2026-11-02
Bigelow Investment Advisors, LLC
45,462$2.2M0.8%ETFLowPortland, ME2026-10-13
Clear Point Advisors Inc.
45,446$2.2M1.5%ETFMediumMelville, NY2026-10-30
Capital Investment Advisory Services, LLC
44,790$2.2M0.1%CoreMediumRaleigh, NC2026-10-30
APS Management Group, Inc.
43,678$2.1M1.5%ETFMediumTorrance, CA2026-10-14
Patten Group, Inc.
43,119$2.1M0.3%CoreLowChattanooga, TN2026-10-26
Davenport & Co LLC
42,864$2.1M0.0%CoreMediumRichmond, VA2026-10-14
VestGen Advisors, LLC
42,653$2.1M0.1%GrowthMediumChicago, IL2026-10-27
IFC & Insurance Marketing, Inc.
42,563$2.1M1.8%ETFHighAuburn, CA2026-10-16
Smart Wealth LLC
42,214$2.0M0.4%ETFHighOmaha, NE2026-11-04
Chris Bulman Inc
41,638$2.0M0.7%ETFLowRoseville, CA2026-10-20
O'Connor Financial Group LLC
41,599$2.0M0.7%ETFLowQuincy, IL2026-10-26
Center For Asset Management LLC
41,237$2.0M0.9%ETFMediumPalm Beach Gardens, FL2026-10-16
Midwest Financial Group LLC
39,055$1.9M0.6%ETFLowOverland Park, KS2026-10-15
Wagner Wealth Management, Corp
38,742$1.9M1.5%ETFHighConyngham, PA2026-10-20
ProCore Advisors, LLC
38,333$1.9M2.3%GARPLowNewport Beach, CA2026-10-14
National Wealth Management Group, LLC
38,220$1.9M0.5%ETFMediumCincinnati, OH2026-10-26
Ifrah Financial Services, Inc.
37,169$1.8M0.5%ETFLowLittle Rock, AR2026-10-13
Cottonwood Capital Advisors, LLC
36,707$1.8M1.1%ETFVery LowSalt Lake City, UT2026-10-20
Prime Capital Investment Advisors, LLC
36,620$1.8M0.0%ETFLowOverland Park, KS2026-10-20
True Blue Financial, LLC
36,091$1.7M0.6%ETFLowStevensville, MI2026-10-15
Ascentis Independent Advisors
35,439$1.7M0.1%ETFLowDallas, TX2026-11-03
Wisconsin Wealth Advisors, LLC
35,061$1.7M1.4%ETFLowSun Prairie, WI2026-10-08
Sigma Planning Corp
33,991$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Team Financial Group, LLC
33,933$1.6M0.6%ETFLowTemecula, CA2026-10-30
Braun-Bostich & Associates Inc.
33,899$1.6M0.9%ETFMediumCanonsburg, PA2026-10-20
Acorn Wealth Advisors, LLC
33,794$1.6M0.4%ETFLowGrand Blanc, MI2026-10-19
Carlson Financial, Inc.
33,345$1.6M0.9%GrowthLowCanby, OR2026-11-05
Wealth Enhancement Advisory Services, LLC
33,292$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Maia Wealth LLC
32,617$1.6M0.2%ETFMediumDenver, CO2026-10-19
EverSource Wealth Advisors, LLC
31,980$1.5M0.0%CoreMediumBirmingham, AL2026-11-04
Integrated Advisors Network LLC
31,249$1.5M0.1%GrowthMediumDallas, TX2026-10-20
Romano Brothers and Company
31,125$1.5M0.2%CoreLowEvanston, IL2026-10-22
Beacon Financial Advisory LLC
30,739$1.5M0.3%ETFLowCleveland, OH2026-10-16
Balefire, LLC
30,581$1.5M0.2%ETFMediumDallas, TX2026-10-09
Avestar Capital, LLC
28,059$1.4M0.1%GrowthLowNew York, NY2026-10-28
Atwood & Palmer Inc
27,025$1.3M0.1%CoreVery LowKansas City, MO2026-10-08
Chicago Partners Investment Group LLC
26,387$1.3M0.0%GARPLowChicago, IL2026-10-27
Laurel OAK Wealth Management, LLC
25,900$1.3M0.2%GrowthLowMarlton, NJ2026-10-19
Crusonia Wealth Advisors LLC
25,655$1.2M0.2%ETFVery LowDenver, CO2026-10-26
Barrett & Company, Inc.
24,452$1.2M0.3%ETFLowProvidence, RI2026-10-22
Raab & Moskowitz Asset Management LLC
23,379$1.1M0.2%CoreLowChatham, NJ2026-11-02
Apollon Wealth Management, LLC
23,325$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Global Assets Advisory, LLC
22,790$1.1M0.2%GrowthHighOrlando, FL2026-10-28
Tcfg Investment Advisors, LLC
22,546$1.1M0.4%GrowthMediumLaguna Niguel, CA2026-10-20
Pacific Excel Wealth Advisors, Inc.
21,736$1.1M1.2%ETFHighWalnut Creek, CA2026-10-27
Chiron Capital Management, LLC
21,603$1.0M1.0%YieldMediumTallahassee, FL2026-10-15
Keystone Wealth Services, LLC
21,474$1.0M0.2%ETFHighPalm Desert, CA2026-11-03
Private Trust Co NA
21,271$1.0M0.1%CoreLowCleveland, OH2026-10-20
TradeWell Securities, Llc.
20,728$1.0M0.3%GrowthVery LowFort Wayne, IN2026-10-21
Helium Advisors LLC
20,446$990.8K0.9%ETFLowVancouver, WA2026-10-23
Southland Equity Partners LLC
20,143$976.1K0.2%ETFLowWildwood, MO2026-10-14
BAM Wealth Management, LLC
19,452$942.6K0.5%ETFHighLakewood, CO2026-10-15
Dynamic Advisor Solutions LLC
18,529$897.9K0.0%ETFLowPhoenix, AZ2026-10-13
Capital CS Group, LLC
18,351$889.3K0.7%YieldMediumIrvine, CA2026-10-29
TBH Global Asset Management, LLC
17,359$1.2M0.2%CoreHighBrentwood, TN2026-11-03
Comprehensive Wealth Management, LLC
17,294$838.1K0.4%ETFMediumLynnwood, WA2026-11-02
Towerpoint Wealth, LLC
16,826$815.4K0.3%ETFLowSacramento, CA2026-10-13
Titleist Asset Management, LLC
16,747$811.5K0.1%ETFLowSan Antonio, TX2026-10-08
Eagle Harbor Asset Management Inc
16,351$792.4K0.6%GARPLowSeattle, WA2026-10-21
Hidden Cove Wealth Management, LLC
15,998$775.3K0.4%GrowthHighBainbridge Island, WA2026-10-19
Ascent Group, LLC
15,946$772.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Sovran Advisors, LLC
15,534$758.8K0.1%ETFMediumSan Diego, CA2026-11-02
BostonPremier Wealth LLC
15,271$740.0K0.3%ETFVery LowHanover, MA2026-10-16
Avaii Wealth Management, LLC
14,967$725.8K0.2%ETFMediumAppleton, WI2026-10-09
Iams Wealth Management, LLC
14,534$704.4K0.2%CoreMediumOmaha, NE2026-10-15
Barnes Dennig Private Wealth Management LLC
13,957$676.4K0.6%CoreLowCincinnati, OH2026-10-30
Spire Wealth Management
13,856$671.5K0.0%GrowthMediumMclean, VA2026-10-30
Farmers & Merchants Trust Co of Long Beach
13,841$670.7K0.1%CoreVery LowLong Beach, CA2026-10-22
Creative Planning
13,525$655.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Kingswood Wealth Advisors, LLC
13,329$645.9K0.0%GrowthLowSan Diego, CA2026-10-23
Morey & Quinn Wealth Partners, LLC
13,152$637.3K0.4%CoreVery LowOmaha, NE2026-10-28
Founders Financial Securities LLC
12,855$623.0K0.0%ETFMediumTowson, MD2026-10-28
B. Riley Wealth Advisors, Inc.
12,836$622.0K0.0%GrowthLowMemphis, TN2026-10-13
Robertson Stephens Wealth Management, LLC
12,796$620.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Ballew Advisors, Inc
12,482$605.3K0.3%ETFLowJackson, MS2026-10-05
International Assets Investment Management, LLC
12,119$588.1K0.0%CoreVery HighOrlando, FL2026-11-02
StrongBox Wealth, LLC
12,075$585.2K0.2%GrowthLowLee'S Summit, MO2026-11-02
Accurate Wealth Management, LLC
11,788$573.9K0.0%CoreMediumWesley Chapel, FL2026-10-20
Lanark Financial, Inc.
11,306$547.9K0.0%CoreMediumBirmingham, AL2026-10-26
Realta Investment Advisors
11,010$533.5K0.2%GrowthMediumWilmington, DE2026-10-14
Financial Network Wealth Advisors LLC
10,787$522.7K0.5%ETFLowMurray, UT2026-10-28
Grantvest Financial Group LLC
10,541$510.8K0.3%ETFLowMatawan, NJ2026-10-21
BlueChip Wealth Advisors LLC
10,315$499.9K0.2%ETFMediumMilton, GA2026-11-03
Columbia Advisory Partners LLC
9,774$473.6K0.3%ETFMediumSpokane, WA2026-10-15
IMG Wealth Management, Inc.
9,738$471.9K0.2%ETFMediumJacksonville, FL2026-10-27
Claro Advisors Inc.
9,706$470.3K0.0%CoreLowBoston, MA2026-11-02
Embree Financial Group
9,430$457.0K0.0%ETFLowChicago, IL2026-10-22
Wealth Effects LLC
9,394$455.2K0.1%GrowthLowBoston, MA2026-10-23
Burke & Herbert Bank & Trust Co
9,053$438.7K0.1%CoreVery LowAlexandria, VA2026-11-02
626 Financial, LLC
8,915$432.0K0.2%CoreLowPortage, MI2026-11-04
Strategic Blueprint, LLC
8,758$424.4K0.0%ETFLowAtlanta, GA2026-10-22
Highline Wealth Partners LLC
8,658$419.6K0.1%ETFMediumSherman Oaks, CA2026-10-19
Family Legacy, Inc.
8,513$412.5K0.1%CoreVery LowGreenville, SC2026-10-13
Narwhal Capital Management
8,143$394.6K0.0%CoreLowMarietta, GA2026-11-04
Meridian Wealth Management, LLC
8,111$393.1K0.0%GrowthLowLexington, KY2026-11-05
BankPlus Wealth Management LLC
7,960$385.7K0.2%ETFLowJackson, MS2026-10-13
Leo Wealth, LLC
7,858$380.8K0.1%CoreLowHurst, TX2026-10-26
Ignite Planners, LLC
7,637$370.3K0.0%CoreLowSan Clemente, CA2026-10-14
PFG Advisors
7,473$362.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Milestones Private Investment Advisors LLC
7,446$360.8K0.3%ETFMediumFairport, NY2026-10-19
Sowell Financial Services LLC
7,349$356.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Novem Group
7,220$349.9K0.0%ETFMediumRochester, NY2026-10-19
J.M. Arbour, LLC
7,154$346.7K0.3%CoreHighGardiner, ME2026-11-05
Commonwealth Financial Services, LLC
6,770$328.1K0.1%ETFMediumVienna, WV2026-10-20
Integrity Wealth Advisors, Inc.
6,702$324.8K0.2%ETFMediumVentura, CA2026-10-29
Rossby Financial, LCC
6,395$309.9K0.0%ETFMediumMelbourne, FL2026-11-05
Cornell Pochily Investment Advisors, Inc.
6,270$303.8K0.1%CoreLowIthaca, NY2026-10-19
Winebrenner Capital Management LLC
5,946$288.1K0.2%ETFLowLouisville, KY2026-10-07
Integrity Alliance, Llc.
5,824$282.2K0.0%ETFMediumUrbandale, IA2026-10-29
Balboa Wealth Partners
5,784$280.3K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Cypress Capital Group
5,550$269.0K0.0%CoreLowPalm Beach, FL2026-11-03
Holos Integrated Wealth LLC
5,516$268.8K0.1%ETFLowKennett Square, PA2026-10-23
TFB Advisors LLC
5,506$266.8K0.1%ETFLowOverland Park, KS2026-11-02
Signal Advisors Wealth, LLC
5,306$257.1K0.0%ETFLowDetroit, MI2026-10-13
Retirement Guys Formula LLC
5,284$256.1K0.1%CoreMediumMaumee, OH2026-10-26
TrueWealth Advisors, LLC
5,122$248.2K0.1%ETFMediumBirmingham, AL2026-10-09
Smithbridge Asset Management Inc
5,001$242.3K0.0%GrowthLowChadds Ford, PA2026-10-19
Private Client Services, LLC
4,926$238.7K0.1%ETFMediumLouisville, KY2026-10-02
Alessandra Capital Management, LLC
4,900$237.5K0.2%CoreMediumTorrance, CA2026-10-30
Trueblood Wealth Management, LLC
4,775$231.4K0.1%CoreLowLima, OH2026-10-23
USAdvisors Wealth Management, LLC
4,742$229.0K0.3%ETFLowEden Prairie, MN2026-10-21
Summit Wealth Group LLC / Co
4,722$228.8K0.0%ETFHighColorado Springs, CO2026-10-29
RMR Wealth Builders
4,716$228.5K0.0%ETFLowMontclair, NJ2026-10-22
Merkkuri Wealth Advisors LLC
4,683$226.9K0.1%ETFMediumHicksville, NY2026-11-03
Provenance Wealth Advisors, LLC
4,600$222.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Square, LLC
4,576$221.8K0.1%YieldMediumAthens, TN2026-10-19
Asset Allocation Strategies LLC
4,502$218.2K0.0%ETFMediumFarmington, MI2026-10-20
Crossmark Global Holdings, Inc.
4,500$218.1K0.0%GARPMediumHouston, TX2026-10-21
Ferguson Shapiro LLC
4,484$217.3K0.1%ETFHighDecatur, GA2026-10-16
Rubicon Advisors, GP
4,474$216.8K0.2%GrowthMediumRedding, CA2026-10-23
Sound Income Strategies, LLC
4,437$215.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
KOM Wealth Management Group, LLC
4,301$208.4K0.1%ETFLowAppleton, WI2026-10-15
Koshinski Asset Management, Inc.
4,268$206.8K0.0%ETFLowDecatur, IL2026-10-29
Archer Investment Corp
4,197$203.4K0.0%CoreMediumCarmel, IN2026-11-05
Gilpin Wealth Management, LLC
3,755$182.0K0.1%GrowthLowDenver, CO2026-10-09
Blue Trust, Inc.
3,358$162.7K0.0%ETFLowBrentwood, TN2026-10-15
Hilton Head Capital Partners, LLC
3,328$161.3K0.1%CoreMediumHilton Head Island, SC2026-10-23
Pinnacle Bancorp, Inc.
3,255$157.7K0.0%CoreVery LowBeatrice, NE2026-10-21
First Horizon Corp
3,235$156.8K0.0%CoreLowMemphis, TN2026-10-26
Noble Wealth Management PBC
2,479$120.1K0.1%YieldMediumGreenwood Village, CO2026-10-01
Larson Financial Group LLC
2,180$105.7K0.0%GrowthLowSt Louis, MO2026-11-05
MTM Investment Management, LLC
2,173$105.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Parallel Advisors, LLC
2,171$105.2K0.0%IndexLowSan Francisco, CA2026-11-03
Harbor Investment Advisory, LLC
1,645$79.7K0.0%GrowthLowLutherville, MD2026-10-13
NBT Bank, N.A.
1,431$69.3K0.0%CoreLowNorwich, NY2026-10-21
Mosley Wealth Management
1,055$51.4K0.0%ETFHighAnaheim, CA2026-10-16
Wagner Wealth Management, LLC
1,021$49.5K0.0%ETFLowGreenville, SC2026-10-21
Hazlett, Burt & Watson, Inc.
900$24.0K0.0%CoreVery LowWheeling, WV2026-11-04
Raleigh Capital Management Inc.
871$42.2K0.0%CoreMediumCary, NC2026-10-28
Avion Wealth
622$30.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Vima LLC
593$28.7K0.0%CoreLowTroy, MI2026-10-23
Root Financial Partners, LLC
586$28.4K0.0%ETFMediumEncinitas, CA2026-10-21
Quest 10 Wealth Builders, Inc.
540$26.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Wolff Wiese Magana LLC
540$26.2K0.0%GrowthLowCarslbad, CA2026-10-15
Dhjj Financial Advisors, Ltd.
525$25.4K0.0%ETFVery LowNaperville, IL2026-10-23
Signature Equity Partners, LLC
467$22.7K0.0%GrowthMediumColumbus, OH2026-10-29
Y.D. More Investments Ltd
450$21.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Go Invest LLC
384$18.6K0.0%ETFN/AWest Jordan, UT2026-10-09
Tounjian Advisory Partners, LLC
334$16.2K0.0%GrowthHighFort Myers, FL2026-11-04
Cullen T Bankers, Inc.
318$15.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Silver Grove Financial Group, Inc.
143$6.9K0.0%CoreMediumOrchard Park, NY2026-11-05
William Mack & Associates, Inc.
81$3.9K0.0%ETFLowTroy, MI2026-10-27
American National Bank & Trust
75$3.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
Key Capital Management, Inc
66$3.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Trust Co of Toledo NA
64$3.1K0.0%GrowthVery LowHolland, OH2026-10-16
Pinnacle Wealth Planning Services, Inc.
39$1.9K0.0%GARPLowMansfield, OH2026-10-27
Salomon & Ludwin, LLC
35$1.7K0.0%ETFVery LowRichmond, VA2026-10-29
Lloyd Advisory Services, Llc.
19$9390.0%ETFVery HighSuwanee, GA2026-11-02
Elevated Capital Advisors, LLC
14$6780.0%ETFMediumSandy, UT2026-11-04
Spurstone Advisory Services, LLC
8$3880.0%CoreLowHigganum, CT2026-11-02
Allspring Global Investments Holdings, LLC
2$1190.0%CoreMediumCharlotte, NC2026-11-04
SBI Securities Co., Ltd.
1$480.0%Agg GrowthLowTokyo, Mexico2026-10-22