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FT Vest LAD Buffervetf-Usd I (BUFR)

CUSIP: 33740F755 | NYSE | 806 institutional holders

Quarters

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

Commonwealth Equity Services, LLC9,652,228
0.5% of portfolio›$361.7M
Wealth Enhancement Advisory Services, LLC3,585,186
0.2% of portfolio›$135.6M
Cambridge Investment Research Advisors, Inc.3,503,132
0.7% of portfolio›$131.3M
Truist Financial Corp3,050,538
0.1% of portfolio›$114.3M
Kestra Advisory Services, LLC2,652,215
0.3% of portfolio›$99.4M
Kestra Private Wealth Services, LLC1,871,279
0.7% of portfolio›$70.1M
Reyes Financial Architecture, Inc.1,151,989
26.6% of portfolio›$43.2M
Milestone Asset Management, LLC1,054,646
6.3% of portfolio›$39.5M
Independent Financial Group, LLC979,158
0.7% of portfolio›$36.7M
Triad Wealth Partners, LLC897,149
1.9% of portfolio›$33.6M
Brookstone Capital Management888,598
0.3% of portfolio›$33.3M
Elevation Point Wealth Partners, LLC815,676
0.5% of portfolio›$30.6M
Prime Capital Investment Advisors, LLC809,364
0.3% of portfolio›$30.3M
Creative Financial Designs Inc774,881
1.3% of portfolio›$29.0M
StoneX Group Inc.709,588
1.0% of portfolio›$26.6M
Ignite Planners, LLC697,907
3.4% of portfolio›$25.9M
Valtinson Bruner Financial Planning LLC694,414
6.4% of portfolio›$26.0M
Holos Integrated Wealth LLC641,174
10.9% of portfolio›$24.2M
HBW Advisory Services LLC596,496
2.2% of portfolio›$22.4M
RFG Advisory, LLC569,146
0.3% of portfolio›$21.3M
Cooper Financial Group552,335
1.6% of portfolio›$20.7M
Koshinski Asset Management, Inc.543,278
1.1% of portfolio›$20.4M
Flagship Harbor Advisors, LLC535,588
0.7% of portfolio›$20.1M
IMG Wealth Management, Inc.532,201
10.3% of portfolio›$19.9M
Prospera Financial Services Inc531,486
0.3% of portfolio›$19.9M
Oppenheimer & Co Inc521,568
0.2% of portfolio›$19.5M
Hibernia Wealth Partners, LLC521,173
10.2% of portfolio›$19.5M
Goldenstone Wealth Management LLC518,719
12.2% of portfolio›$19.4M
VestGen Advisors, LLC498,766
0.6% of portfolio›$18.7M
Centennial Wealth Advisory LLC482,260
3.7% of portfolio›$18.1M
Cooper Capital Advisors LLC436,567
6.7% of portfolio›$16.4M
Hobart Private Capital, LLC426,548
2.7% of portfolio›$16.0M
Strategic Blueprint, LLC415,978
0.8% of portfolio›$15.6M
Key FInancial Inc394,080
2.4% of portfolio›$14.8M
Concurrent Investment Advisors, LLC356,858
0.1% of portfolio›$13.4M
Apollon Wealth Management, LLC351,039
0.2% of portfolio›$13.2M
Sigma Planning Corp336,406
0.3% of portfolio›$12.6M
Schulz Wealth, Ltd.334,670
5.9% of portfolio›$12.5M
Capital Investment Advisory Services, LLC334,212
0.8% of portfolio›$12.5M
WealthPLAN Partners, LLC321,921
2.2% of portfolio›$12.1M
Frederick Financial Consultants, LLC319,552
5.0% of portfolio›$12.0M
Triton Wealth Management, Pllc306,079
3.4% of portfolio›$11.4M
Simplicity Wealth,LLC305,885
0.3% of portfolio›$11.5M
Solitude Financial Services291,484
3.0% of portfolio›$10.9M
Tounjian Advisory Partners, LLC281,180
4.6% of portfolio›$10.5M
Seros Financial, LLC274,418
5.2% of portfolio›$10.3M
Gerald Baker Financial Group LLC267,801
2.8% of portfolio›$10.0M
WealthPlan Investment Management, LLC265,960
0.5% of portfolio›$10.0M
Stewardship Concepts Financial Services LLC246,013
6.0% of portfolio›$9.2M
Farther Finance Advisors, LLC242,074
0.1% of portfolio›$9.1M
Financial Futures Ltd Liability Co.238,479
3.3% of portfolio›$8.9M
Golden State Wealth Management, LLC238,355
0.8% of portfolio›$8.9M
Chris Bulman Inc227,249
3.0% of portfolio›$8.5M
Avaii Wealth Management, LLC218,132
2.4% of portfolio›$8.2M
Gerber Kawasaki Wealth & Investment Management209,010
0.2% of portfolio›$7.8M
Rubicon Advisors, GP206,918
5.4% of portfolio›$7.8M
KPP Advisory Services LLC205,248
1.3% of portfolio›$7.7M
Atria Investments, Inc192,464
0.1% of portfolio›$7.2M
Family Capital Management, Inc.189,965
2.7% of portfolio›$7.1M
RiverTree Advisors, LLC188,611
4.2% of portfolio›$7.1M
B. Riley Wealth Advisors, Inc.186,002
0.3% of portfolio›$7.0M
Iams Wealth Management, LLC185,006
2.0% of portfolio›$6.9M
Madrona Financial Services, LLC183,755
1.1% of portfolio›$6.9M
Partners Wealth Management, LLC182,009
0.7% of portfolio›$6.8M
Tsfg, LLC179,197
3.5% of portfolio›$6.7M
Wedbush Securities Inc173,246
0.4% of portfolio›$6.5M
Focus Wealth Advisors, LLC168,832
3.0% of portfolio›$6.3M
MGO One Seven LLC166,335
0.1% of portfolio›$6.2M
Split Rock Private Trading & Wealth Management, LLC166,009
4.2% of portfolio›$6.2M
Holland Advisory Services, Inc.159,648
6.3% of portfolio›$6.0M
Sovran Advisors, LLC156,842
0.4% of portfolio›$5.9M
Keystone Wealth Services, LLC155,809
1.0% of portfolio›$5.8M
Creative Planning145,982
0.0% of portfolio›$5.5M
Cambridge Advisors Inc.139,794
0.9% of portfolio›$5.2M
Dynamic Advisor Solutions LLC137,943
0.1% of portfolio›$5.2M
Miramontes Capital, LLC137,756
1.6% of portfolio›$5.2M
Ergawealth Advisors, Inc.136,862
2.0% of portfolio›$5.1M
IFP Advisors, Inc133,306
0.1% of portfolio›$5.0M
Accel Wealth Management130,897
1.1% of portfolio›$4.9M
Bigelow Investment Advisors, LLC130,275
1.7% of portfolio›$4.9M
Wealthcare Advisory Partners LLC127,809
0.1% of portfolio›$4.8M
Southland Equity Partners LLC125,100
0.8% of portfolio›$4.7M
Trilogy Capital Inc.122,073
0.2% of portfolio›$4.6M
Andina Capital Management, LLC120,536
6.5% of portfolio›$4.5M
Integrated Advisors Network LLC120,333
0.2% of portfolio›$4.5M
First Heartland Consultants, Inc.118,220
0.3% of portfolio›$4.4M
Hilton Head Capital Partners, LLC115,788
2.3% of portfolio›$4.3M
Optivise Advisory Services LLC115,774
2.1% of portfolio›$4.3M
International Assets Investment Management, LLC113,277
0.3% of portfolio›$4.3M
Denver PWM, LLC112,742
1.4% of portfolio›$4.2M
Onyx Bridge Wealth Group LLC109,725
0.4% of portfolio›$4.1M
NWF Advisory Services Inc.105,963
0.4% of portfolio›$4.0M
Novem Group105,779
0.4% of portfolio›$4.0M
Central Pacific Bank - Trust Division105,080
0.4% of portfolio›$3.9M
Five Pine Wealth Management103,046
2.2% of portfolio›$3.9M
Noble Wealth Management PBC100,862
1.7% of portfolio›$3.8M
Integrity Alliance, Llc.99,982
0.1% of portfolio›$3.7M
Park Avenue Securities LLC94,539
0.1% of portfolio›$3.5M
Financial Network Wealth Advisors LLC90,693
3.4% of portfolio›$3.4M
Acorn Wealth Advisors, LLC89,647
0.8% of portfolio›$3.4M
Uptick Partners, LLC86,920
0.5% of portfolio›$3.3M
BridgePort Financial Solutions, LLC85,038
0.7% of portfolio›$3.2M
Prism Advisors, Inc.83,984
0.8% of portfolio›$3.2M
Trail Ridge Investment Advisors, LLC82,443
1.3% of portfolio›$3.1M
Cornerstone Wealth Management, LLC79,637
0.1% of portfolio›$3.0M
Center for Financial Planning, Inc.76,038
0.3% of portfolio›$2.8M
Private Trust Co NA75,467
0.2% of portfolio›$2.8M
SLT Holdings LLC75,162
1.6% of portfolio›$2.8M
Vise Technologies, Inc.74,257
0.0% of portfolio›$2.8M
CoreCap Advisors, LLC73,965
0.1% of portfolio›$2.8M
AlphaStar Capital Management, LLC73,016
0.2% of portfolio›$2.7M
Perigon Wealth Management, LLC71,848
0.0% of portfolio›$2.7M
Ipsen Advisor Group LLC67,514
1.7% of portfolio›$2.5M
Boyum Wealth Architects LLC67,000
1.0% of portfolio›$2.5M
Pinnacle Associates LTD66,565
0.0% of portfolio›$2.5M
Maia Wealth LLC65,852
0.3% of portfolio›$2.5M
Chicago Partners Investment Group LLC64,031
0.0% of portfolio›$2.4M
AGH Wealth Advisors, LLC61,050
1.3% of portfolio›$2.3M
Davenport & Co LLC60,449
0.0% of portfolio›$2.3M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors59,237
0.1% of portfolio›$2.2M
Pinnacle Wealth Management Advisory Group, LLC59,065
0.1% of portfolio›$2.2M
PKS Advisory Services, LLC57,241
0.3% of portfolio›$2.1M
LVZ, Inc.57,036
0.2% of portfolio›$2.1M
Wolff Wiese Magana LLC56,392
1.0% of portfolio›$2.1M
Asset Allocation Strategies LLC56,091
0.3% of portfolio›$2.1M
Echo Wealth Management, LLC53,537
1.0% of portfolio›$2.0M
PFG Advisors53,226
0.1% of portfolio›$2.0M
Bison Wealth, LLC53,201
0.2% of portfolio›$2.0M
Titleist Asset Management, LLC53,120
0.1% of portfolio›$2.0M
Independent Wealth Network Inc.51,340
0.5% of portfolio›$1.9M
Financial Guidance Group, Inc.51,295
0.7% of portfolio›$1.9M
EverSource Wealth Advisors, LLC50,701
0.1% of portfolio›$1.9M
Verus Capital Partners, LLC50,698
0.1% of portfolio›$1.9M
Riverbend Wealth Management, LLC50,511
0.9% of portfolio›$1.9M
Precedent Wealth Partners, LLC50,122
0.3% of portfolio›$1.9M
Amplius Wealth Advisors, LLC49,010
0.1% of portfolio›$1.8M
Hazlett, Burt & Watson, Inc.48,444
0.5% of portfolio›$923.9K
TrueWealth Advisors, LLC48,188
0.4% of portfolio›$1.8M
Breakthru Advisory Services, LLC47,275
6.0% of portfolio›$1.8M
Apollon Financial, LLC46,795
0.2% of portfolio›$1.8M
Clark Wealth Partners45,742
0.9% of portfolio›$1.7M
Vima LLC44,793
1.7% of portfolio›$1.7M
Dhjj Financial Advisors, Ltd.44,699
0.5% of portfolio›$1.7M
Equity Wealth Partners, LLC44,403
0.5% of portfolio›$1.7M
Summit Wealth Group LLC / Co44,233
0.1% of portfolio›$1.7M
World Equity Group, Inc.44,065
0.7% of portfolio›$1.7M
Blue Bell Private Wealth Management, LLC43,897
0.2% of portfolio›$1.6M
Balboa Wealth Partners43,869
0.2% of portfolio›$1.6M
Mascagni Wealth Management, Inc.43,312
1.0% of portfolio›$1.6M
Kingswood Wealth Advisors, LLC42,965
0.1% of portfolio›$1.6M
Ascentis Independent Advisors42,933
0.1% of portfolio›$1.6M
Lighthouse Wealth Management Inc.41,832
1.0% of portfolio›$1.6M
Tcfg Investment Advisors, LLC41,168
0.5% of portfolio›$1.5M
Seven Hills Financial, LLC40,587
0.9% of portfolio›$1.5M
Encompass More Asset Management39,995
0.2% of portfolio›$1.5M
Elevation Wealth Management LLC39,944
1.0% of portfolio›$1.5M
TopTier Wealth Management, LLC39,242
0.9% of portfolio›$1.5M
Heritage Wealth Management, Inc.38,894
0.4% of portfolio›$1.5M
Wagner Wealth Management, LLC38,232
0.3% of portfolio›$1.4M
Tempo Wealth, LLC37,126
0.2% of portfolio›$1.4M
Schear Investment Advisers, LLC37,126
0.2% of portfolio›$1.4M
Purus Wealth Management, LLC36,508
0.4% of portfolio›$1.4M
Quartz Partners, LLC34,809
0.4% of portfolio›$1.3M
Castleview Partners, LLC34,553
0.6% of portfolio›$1.3M
Lanark Financial, Inc.33,935
0.1% of portfolio›$1.3M
Quad-Cities Investment Group, LLC32,173
0.4% of portfolio›$1.2M
BIP Wealth, LLC31,994
0.0% of portfolio›$1.2M
Signature Estate & Investment Advisors LLC31,713
0.0% of portfolio›$1.2M
Mcdonald Partners LLC31,650
0.3% of portfolio›$1.2M
MSH Capital Advisors LLC29,903
0.2% of portfolio›$1.1M
Intrua Financial, LLC29,160
0.1% of portfolio›$1.1M
Integrity Advisory Solutions, LLC28,988
0.1% of portfolio›$1.1M
Clear Creek Financial Management, LLC28,804
0.1% of portfolio›$1.1M
Founders Financial Securities LLC28,388
0.1% of portfolio›$1.1M
LifeWealth Investments, LLC27,759
0.3% of portfolio›$1.0M
Wealth Group Ltd27,483
0.2% of portfolio›$1.0M
American Institute for Advanced Investment Management, LLP27,085
0.6% of portfolio›$1.0M
Assetmark, Inc26,330
0.0% of portfolio›$986.6K
Richmond Investment Services, LLC25,712
0.3% of portfolio›$963.4K
Alliance Wealth Advisors, LLC25,604
0.3% of portfolio›$959.4K
Cascade Investment Group, Inc.25,509
0.5% of portfolio›$955.8K
Diversify Advisory Services, LLC24,930
0.0% of portfolio›$942.3K
Diversify Wealth Management, LLC24,930
0.0% of portfolio›$942.3K
Victory Financial Group, LLC24,901
0.1% of portfolio›$933.0K
Paragon Private Wealth Management, LLC24,511
0.3% of portfolio›$918.4K
Purewater Capital LLC24,500
0.7% of portfolio›$918.0K
Legacy Solutions, LLC24,435
0.7% of portfolio›$915.6K
Patriot Financial Group Insurance Agency, LLC24,362
0.1% of portfolio›$912.8K
Michels Family Financial, LLC24,100
0.6% of portfolio›$903.0K
Tucker Asset Management LLC24,063
0.2% of portfolio›$901.6K
Walser Wealth Management Company, A Ltd Liability Co23,859
0.4% of portfolio›$894.0K
Bright Futures Wealth Management, Llc.23,720
0.6% of portfolio›$888.8K
Claro Advisors Inc.23,702
0.1% of portfolio›$888.1K
Global Assets Advisory, LLC23,592
0.2% of portfolio›$891.4K
Focus Financial Network, Inc.23,496
0.0% of portfolio›$880.4K
Blueprint Financial Advisors LLC22,947
0.1% of portfolio›$859.8K
Blueprint Investment Partners LLC22,947
0.1% of portfolio›$859.8K
Sowell Financial Services LLC21,695
0.0% of portfolio›$812.9K
HB Wealth Management, LLC21,125
0.0% of portfolio›$791.6K
Avior Wealth Management, LLC21,053
0.0% of portfolio›$788.8K
Gaddis Premier Wealth Advisors LLC20,365
0.4% of portfolio›$763.1K
EdgeRock Capital LLC20,110
0.2% of portfolio›$753.5K
Stonebridge Financial Group, LLC19,500
0.1% of portfolio›$730.7K
Ashton Thomas Securities, LLC19,368
0.1% of portfolio›$725.7K
GSG Advisors LLC18,576
0.1% of portfolio›$696.0K
Winebrenner Capital Management LLC17,798
0.4% of portfolio›$666.9K
Soltis Investment Advisors LLC17,758
0.0% of portfolio›$665.4K
Signature Equity Partners, LLC17,679
0.2% of portfolio›$662.4K
Spire Wealth Management17,513
0.0% of portfolio›$656.2K
Compass Financial Management LLC17,185
0.1% of portfolio›$643.9K
MN Wealth Advisors, LLC16,837
0.3% of portfolio›$630.9K
HCR Wealth Advisors16,618
0.0% of portfolio›$622.7K
MTM Investment Management, LLC16,575
0.2% of portfolio›$621.1K
Tortuga Wealth Management, Inc16,433
0.4% of portfolio›$615.8K
Able Financial Group, LLC16,234
0.1% of portfolio›$608.3K
M Holdings Securities, Inc.16,100
0.2% of portfolio›$603.0K
MBL Wealth, LLC16,100
0.0% of portfolio›$603.3K
Vaquero Private Wealth, LTD15,625
0.1% of portfolio›$585.5K
Parallel Advisors, LLC15,572
0.0% of portfolio›$583.5K
Clarus Group, Inc.15,505
0.2% of portfolio›$581.0K
Adamsbrown Wealth Consultants LLC15,206
0.1% of portfolio›$569.8K
Wespac Advisors SoCal, LLC15,097
0.1% of portfolio›$565.7K
Smallwood Wealth Investment Management, LLC14,943
0.2% of portfolio›$559.9K
Legacy Capital Wealth Partners, LLC14,844
0.1% of portfolio›$386.8K
Gilliland Jeter Wealth Management LLC14,792
0.1% of portfolio›$554.3K
Aurora Private Wealth, Inc.14,616
0.7% of portfolio›$548.0K
Worth Asset Management, LLC14,334
0.2% of portfolio›$537.1K
Atlas Private Wealth Advisors13,028
0.1% of portfolio›$488.2K
Ashton Thomas Private Wealth, LLC12,740
0.0% of portfolio›$477.4K
Destiny Wealth Partners, LLC12,570
0.0% of portfolio›$468.5K
Murphy & Mullick Capital Management Corp12,400
0.3% of portfolio›$464.6K
SimpliFi, Inc.12,341
0.2% of portfolio›$462.4K
BAM Wealth Management, LLC12,338
0.3% of portfolio›$462.3K
Grantvest Financial Group LLC12,027
0.3% of portfolio›$450.7K
Bullseye Investment Management, LLC11,901
0.2% of portfolio›$445.9K
LFG Wealth Partners, LLC11,724
0.2% of portfolio›$439.3K
Arista Wealth Management, LLC11,615
0.0% of portfolio›$435.2K
Fermata Advisors, LLC11,528
0.1% of portfolio›$432.0K
Winnacle Wealth LLC11,113
0.3% of portfolio›$416.4K
Advisory Resource Group11,018
0.1% of portfolio›$412.8K
Diligent Investors, LLC10,901
0.1% of portfolio›$408.5K
Armstrong, Fleming & Moore, Inc10,137
0.1% of portfolio›$379.8K
Carnegie Investment Counsel9,939
0.0% of portfolio›$372.4K
Signal Advisors Wealth, LLC9,902
0.0% of portfolio›$371.0K
Citizens Financial Group Inc9,768
0.0% of portfolio›$366.0K
Prevail Innovative Wealth Advisors, LLC9,706
0.0% of portfolio›$367.8K
Keudell ison Wealth Management9,452
0.1% of portfolio›$354.2K
UMB Private Wealth Management, LLC9,283
0.3% of portfolio›$347.8K
Quantum Financial Partners LLC9,036
0.2% of portfolio›$338.6K
Gradient Capital Advisors, LLC8,684
0.1% of portfolio›$325.4K
Axxcess Wealth Management, LLC8,660
0.0% of portfolio›$324.5K
Castle Rock Wealth Management, LLC8,592
0.1% of portfolio›$325.8K
Fearless Solutions, LLC dba Best Invest8,300
0.2% of portfolio›$311.0K
USAdvisors Wealth Management, LLC8,248
0.4% of portfolio›$309.0K
Flagstar Securities, Inc8,004
0.1% of portfolio›$299.9K
Virtue Capital Management, LLC7,903
0.0% of portfolio›$296.1K
Columbia Advisory Partners LLC7,886
0.2% of portfolio›$295.5K
TKG Advisors, LLC7,792
0.1% of portfolio›$292.0K
Biltmore Family Office, LLC7,756
0.0% of portfolio›$290.6K
Silverlake Wealth Management LLC7,684
0.1% of portfolio›$287.9K
Private Client Services, LLC7,637
0.1% of portfolio›$286.2K
Keeler Thomas Management LLC7,396
0.1% of portfolio›$277.1K
Prosperity Financial Group, Inc.7,341
0.1% of portfolio›$275.1K
One Way Holdings LLC7,174
0.0% of portfolio›$268.8K
Foguth Wealth Management, Llc.7,098
0.0% of portfolio›$266.7K
Rhodes Investment Advisors Inc6,989
0.2% of portfolio›$261.9K
Virtus Wealth Solutions LLC6,594
0.0% of portfolio›$247.1K
Birchwood Financial Partners, Inc.6,527
0.2% of portfolio›$244.6K
RDA Financial Network6,519
0.1% of portfolio›$244.3K
NovaPoint Capital, LLC6,447
0.1% of portfolio›$241.6K
Accurate Wealth Management, LLC6,376
0.0% of portfolio›$241.9K
Mission Financial Group, LLC6,102
0.2% of portfolio›$228.6K
Capital Asset Advisory Services LLC6,000
0.0% of portfolio›$225.6K
Well Done, LLC6,000
0.0% of portfolio›$224.8K
Csenge Advisory Group5,938
0.0% of portfolio›$222.5K
Boyer Financial Services, Inc.5,913
0.2% of portfolio›$221.6K
Evolution Wealth Management Inc.5,891
0.1% of portfolio›$220.7K
Johnson & White Wealth Management, LLC5,649
0.1% of portfolio›$211.7K
Facet Wealth, Inc.5,433
0.0% of portfolio›$203.6K
Whipplewood Advisors, LLC4,337
0.1% of portfolio›$162.5K
Asset Dedication, LLC3,426
0.0% of portfolio›$128.4K
Avion Wealth3,186
0.2% of portfolio›$119.0K
Bokf, NA3,000
0.0% of portfolio›$112.4K
GoalVest Advisory LLC2,234
0.0% of portfolio›$83.7K
James T. Borello RIA1,858
0.0% of portfolio›$69.6K
Pinnacle Bancorp, Inc.1,594
0.0% of portfolio›$59.7K
Wilmington Savings Fund Society, FSB1,555
0.0% of portfolio›$58.3K
Farmers & Merchants Investments Inc1,497
0.0% of portfolio›$56.1K
KFG LLC1,361
0.0% of portfolio›$51.0K
Next Level Wealth Planning, LLC1,283
0.0% of portfolio›$48.1K
Bank of New Hampshire1,145
0.0% of portfolio›$42.9K
GK Wealth Management LLC683
0.0% of portfolio›$25.6K
Security National Bank591
0.0% of portfolio›$22.1K
Signaturefd, LLC583
0.0% of portfolio›$21.8K
Covestor Ltd555
0.0% of portfolio›$21.0K
TD Waterhouse Canada Inc.545
0.0% of portfolio›$20.4K
Harbor Investment Advisory, LLC510
0.0% of portfolio›$19.1K
Princeton Global Asset Management LLC452
0.0% of portfolio›$16.9K
Sunrise Financial Services, LLC420
0.0% of portfolio›$15.7K
Nova Financial LLC347
0.0% of portfolio›$13.0K
John Boyer, Inc.300
0.0% of portfolio›$11.2K
Phillip James Consulting Co.300
0.0% of portfolio›$11.2K
CX Institutional222
0.0% of portfolio›$8
Cape Investment Advisory, Inc.220
0.0% of portfolio›$8.2K
Abound Wealth Management182
0.0% of portfolio›$6.8K
Latitude Advisors, LLC100
0.0% of portfolio›$3.7K
SBI Securities Co., Ltd.53
0.0% of portfolio›$2.0K
Cassaday & Co Wealth Management LLC51
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
9,652,228$361.7M0.5%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
3,585,186$135.6M0.2%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
3,503,132$131.3M0.7%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
3,050,538$114.3M0.1%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
2,652,215$99.4M0.3%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
1,871,279$70.1M0.7%GrowthLowAustin, TX2026-10-30
Reyes Financial Architecture, Inc.
1,151,989$43.2M26.6%ETFVery HighSan Diego, CA2026-10-22
Milestone Asset Management, LLC
1,054,646$39.5M6.3%GrowthHighPittsburgh, PA2026-10-15
Independent Financial Group, LLC
979,158$36.7M0.7%GrowthLowSan Diego, CA2026-10-13
Triad Wealth Partners, LLC
897,149$33.6M1.9%ETFMediumLawrence, KS2026-10-26
Brookstone Capital Management
888,598$33.3M0.3%ETFMediumWheaton, IL2026-10-22
Elevation Point Wealth Partners, LLC
815,676$30.6M0.5%CoreHighDenver, CO2026-11-05
Prime Capital Investment Advisors, LLC
809,364$30.3M0.3%ETFLowOverland Park, KS2026-10-20
Creative Financial Designs Inc
774,881$29.0M1.3%ETFMediumKokomo, IN2026-11-04
StoneX Group Inc.
709,588$26.6M1.0%ETFMediumNew York, NY2026-11-03
Ignite Planners, LLC
697,907$25.9M3.4%CoreLowSan Clemente, CA2026-10-14
Valtinson Bruner Financial Planning LLC
694,414$26.0M6.4%ETFLowNew Brighton, MN2026-11-02
Holos Integrated Wealth LLC
641,174$24.2M10.9%ETFLowKennett Square, PA2026-10-23
HBW Advisory Services LLC
596,496$22.4M2.2%ETFMediumSimi Valley, CA2026-10-15
RFG Advisory, LLC
569,146$21.3M0.3%ETFMediumBirmingham, AL2026-11-03
Cooper Financial Group
552,335$20.7M1.6%GrowthMediumIrvine, CA2026-10-07
Koshinski Asset Management, Inc.
543,278$20.4M1.1%ETFLowDecatur, IL2026-10-29
Flagship Harbor Advisors, LLC
535,588$20.1M0.7%ETFMediumBoston, MA2026-10-26
IMG Wealth Management, Inc.
532,201$19.9M10.3%ETFMediumJacksonville, FL2026-10-27
Prospera Financial Services Inc
531,486$19.9M0.3%CoreMediumDallas, TX2026-11-04
Oppenheimer & Co Inc
521,568$19.5M0.2%CoreLowNew York, NY2026-10-26
Hibernia Wealth Partners, LLC
521,173$19.5M10.2%ETFVery LowBaton Rouge, LA2026-10-29
Goldenstone Wealth Management LLC
518,719$19.4M12.2%GrowthLowEl Dorado Hills, CA2026-11-04
VestGen Advisors, LLC
498,766$18.7M0.6%GrowthMediumChicago, IL2026-10-27
Centennial Wealth Advisory LLC
482,260$18.1M3.7%ETFLowTraverse City, MI2026-10-16
Cooper Capital Advisors LLC
436,567$16.4M6.7%ETFMediumEncinitas, CA2026-10-29
Hobart Private Capital, LLC
426,548$16.0M2.7%ETFMediumCharlotte, NC2026-10-19
Strategic Blueprint, LLC
415,978$15.6M0.8%ETFLowAtlanta, GA2026-10-22
Key FInancial Inc
394,080$14.8M2.4%ETFLowWest Chester, PA2026-11-02
Concurrent Investment Advisors, LLC
356,858$13.4M0.1%GrowthMediumTampa, FL2026-10-16
Apollon Wealth Management, LLC
351,039$13.2M0.2%GrowthLowMount Pleasant, SC2026-10-23
Sigma Planning Corp
336,406$12.6M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Schulz Wealth, Ltd.
334,670$12.5M5.9%ETFVery LowMansfield, TX2026-11-03
Capital Investment Advisory Services, LLC
334,212$12.5M0.8%CoreMediumRaleigh, NC2026-10-30
WealthPLAN Partners, LLC
321,921$12.1M2.2%CoreMediumOmaha, NE2026-10-15
Frederick Financial Consultants, LLC
319,552$12.0M5.0%ETFVery LowFrederick, MD2026-10-29
Triton Wealth Management, Pllc
306,079$11.4M3.4%ETFMediumSun City, AZ2026-11-04
Simplicity Wealth,LLC
305,885$11.5M0.3%ETFLowSummit, NJ2026-10-23
Solitude Financial Services
291,484$10.9M3.0%ETFVery LowCharlottesville, VA2026-10-26
Tounjian Advisory Partners, LLC
281,180$10.5M4.6%GrowthHighFort Myers, FL2026-11-04
Seros Financial, LLC
274,418$10.3M5.2%ETFMediumGilbert, AZ2026-10-21
Gerald Baker Financial Group LLC
267,801$10.0M2.8%GARPLowArlington, TX2026-10-09
WealthPlan Investment Management, LLC
265,960$10.0M0.5%GrowthMediumOmaha, NE2026-10-15
Stewardship Concepts Financial Services LLC
246,013$9.2M6.0%ETFLowSpokane, WA2026-10-06
Farther Finance Advisors, LLC
242,074$9.1M0.1%IndexLowSan Francisco, CA2026-10-08
Financial Futures Ltd Liability Co.
238,479$8.9M3.3%ETFLowBrielle, NJ2026-10-13
Golden State Wealth Management, LLC
238,355$8.9M0.8%ETFMediumSanta Ana, CA2026-11-02
Chris Bulman Inc
227,249$8.5M3.0%ETFLowRoseville, CA2026-10-20
Avaii Wealth Management, LLC
218,132$8.2M2.4%ETFMediumAppleton, WI2026-10-09
Gerber Kawasaki Wealth & Investment Management
209,010$7.8M0.2%ETFLowSanta Monica, CA2026-10-29
Rubicon Advisors, GP
206,918$7.8M5.4%GrowthMediumRedding, CA2026-10-23
KPP Advisory Services LLC
205,248$7.7M1.3%GrowthMediumLouisville, KY2026-10-26
Atria Investments, Inc
192,464$7.2M0.1%CoreMediumCharlotte, NC2026-10-15
Family Capital Management, Inc.
189,965$7.1M2.7%ETFLowGrand Rapids, MI2026-11-03
RiverTree Advisors, LLC
188,611$7.1M4.2%ETFMediumWinter Park, FL2026-10-13
B. Riley Wealth Advisors, Inc.
186,002$7.0M0.3%GrowthLowMemphis, TN2026-10-13
Iams Wealth Management, LLC
185,006$6.9M2.0%CoreMediumOmaha, NE2026-10-15
Madrona Financial Services, LLC
183,755$6.9M1.1%ETFLowEverett, WA2026-10-23
Partners Wealth Management, LLC
182,009$6.8M0.7%CoreLowCarmel By The Sea, CA2026-10-28
Tsfg, LLC
179,197$6.7M3.5%ETFLowLake Forest, IL2026-10-23
Wedbush Securities Inc
173,246$6.5M0.4%CoreLowPasadena, CA2026-10-22
Focus Wealth Advisors, LLC
168,832$6.3M3.0%ETFLowHouston, TX2026-10-14
MGO One Seven LLC
166,335$6.2M0.1%GrowthLowBeachwood, OH2026-10-28
Split Rock Private Trading & Wealth Management, LLC
166,009$6.2M4.2%GrowthMediumCloquet, MN2026-10-15
Holland Advisory Services, Inc.
159,648$6.0M6.3%ETFLowOrmond Beach, FL2026-10-26
Sovran Advisors, LLC
156,842$5.9M0.4%ETFMediumSan Diego, CA2026-11-02
Keystone Wealth Services, LLC
155,809$5.8M1.0%ETFHighPalm Desert, CA2026-11-03
Creative Planning
145,982$5.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Advisors Inc.
139,794$5.2M0.9%ETFVery LowOmaha, NE2026-10-19
Dynamic Advisor Solutions LLC
137,943$5.2M0.1%ETFLowPhoenix, AZ2026-10-13
Miramontes Capital, LLC
137,756$5.2M1.6%GrowthVery LowNewport, CA2026-10-19
Ergawealth Advisors, Inc.
136,862$5.1M2.0%ETFMediumOak Brook, IL2026-10-21
IFP Advisors, Inc
133,306$5.0M0.1%GrowthLowTampa, FL2026-10-16
Accel Wealth Management
130,897$4.9M1.1%ETFLowWaverly, IA2026-10-13
Bigelow Investment Advisors, LLC
130,275$4.9M1.7%ETFLowPortland, ME2026-10-13
Wealthcare Advisory Partners LLC
127,809$4.8M0.1%ETFLowWest Chester, PA2026-10-21
Southland Equity Partners LLC
125,100$4.7M0.8%ETFLowWildwood, MO2026-10-14
Trilogy Capital Inc.
122,073$4.6M0.2%ETFMediumIrvine, CA2026-10-20
Andina Capital Management, LLC
120,536$4.5M6.5%ETFMediumLogan, UT2026-10-21
Integrated Advisors Network LLC
120,333$4.5M0.2%GrowthMediumDallas, TX2026-10-20
First Heartland Consultants, Inc.
118,220$4.4M0.3%ETFMediumLake St. Louis, MO2026-10-08
Hilton Head Capital Partners, LLC
115,788$4.3M2.3%CoreMediumHilton Head Island, SC2026-10-23
Optivise Advisory Services LLC
115,774$4.3M2.1%ETFMediumFranklin, TN2026-10-19
International Assets Investment Management, LLC
113,277$4.3M0.3%CoreVery HighOrlando, FL2026-11-02
Denver PWM, LLC
112,742$4.2M1.4%ETFLowDenver, CO2026-10-22
Onyx Bridge Wealth Group LLC
109,725$4.1M0.4%ETFMediumTarrytown, NY2026-10-16
NWF Advisory Services Inc.
105,963$4.0M0.4%GARPLowLos Angeles, CA2026-10-19
Novem Group
105,779$4.0M0.4%ETFMediumRochester, NY2026-10-19
Central Pacific Bank - Trust Division
105,080$3.9M0.4%CoreMediumHonolulu, HI2026-10-06
Five Pine Wealth Management
103,046$3.9M2.2%ETFVery LowCoeur D Alene, ID2026-10-20
Noble Wealth Management PBC
100,862$3.8M1.7%YieldMediumGreenwood Village, CO2026-10-01
Integrity Alliance, Llc.
99,982$3.7M0.1%ETFMediumUrbandale, IA2026-10-29
Park Avenue Securities LLC
94,539$3.5M0.1%ETFMediumNew York, NY2026-10-26
Financial Network Wealth Advisors LLC
90,693$3.4M3.4%ETFLowMurray, UT2026-10-28
Acorn Wealth Advisors, LLC
89,647$3.4M0.8%ETFLowGrand Blanc, MI2026-10-19
Uptick Partners, LLC
86,920$3.3M0.5%ETFLowNacogdoches, TX2026-11-04
BridgePort Financial Solutions, LLC
85,038$3.2M0.7%ETFLowFairfield, IA2026-11-02
Prism Advisors, Inc.
83,984$3.2M0.8%ETFMediumStudio City, CA2026-10-09
Trail Ridge Investment Advisors, LLC
82,443$3.1M1.3%CoreLowFort Collins, CO2026-10-16
Cornerstone Wealth Management, LLC
79,637$3.0M0.1%ETFVery LowSt. Peters, MO2026-11-04
Center for Financial Planning, Inc.
76,038$2.8M0.3%ETFLowSouthfied, MI2026-10-26
Private Trust Co NA
75,467$2.8M0.2%CoreLowCleveland, OH2026-10-20
SLT Holdings LLC
75,162$2.8M1.6%GrowthMediumScottsdale, AZ2026-10-15
Vise Technologies, Inc.
74,257$2.8M0.0%IndexLowNew York, NY2026-10-29
CoreCap Advisors, LLC
73,965$2.8M0.1%ETFMediumSouthfield, MI2026-10-08
AlphaStar Capital Management, LLC
73,016$2.7M0.2%ETFMediumCornelius, NC2026-10-16
Perigon Wealth Management, LLC
71,848$2.7M0.0%GrowthLowSan Francisco, CA2026-10-22
Ipsen Advisor Group LLC
67,514$2.5M1.7%ETFLowLittle Rock, AR2026-10-29
Boyum Wealth Architects LLC
67,000$2.5M1.0%ETFLowBloomington, MN2026-10-06
Pinnacle Associates LTD
66,565$2.5M0.0%CoreLowNew York, NY2026-10-20
Maia Wealth LLC
65,852$2.5M0.3%ETFMediumDenver, CO2026-10-19
Chicago Partners Investment Group LLC
64,031$2.4M0.0%GARPLowChicago, IL2026-10-27
AGH Wealth Advisors, LLC
61,050$2.3M1.3%GrowthLowWichita, KS2026-10-26
Davenport & Co LLC
60,449$2.3M0.0%CoreMediumRichmond, VA2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
59,237$2.2M0.1%ETFMediumWestlake, OH2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
59,065$2.2M0.1%GrowthLowRed Bank, NJ2026-10-23
PKS Advisory Services, LLC
57,241$2.1M0.3%ETFMediumAlbany, NY2026-10-26
LVZ, Inc.
57,036$2.1M0.2%ETFLowHolland, MI2026-10-20
Wolff Wiese Magana LLC
56,392$2.1M1.0%GrowthLowCarslbad, CA2026-10-15
Asset Allocation Strategies LLC
56,091$2.1M0.3%ETFMediumFarmington, MI2026-10-20
Echo Wealth Management, LLC
53,537$2.0M1.0%ETFLowPlymouth, MN2026-10-15
PFG Advisors
53,226$2.0M0.1%ETFMediumPhoenix, AZ2026-10-16
Bison Wealth, LLC
53,201$2.0M0.2%GrowthMediumAtlanta, GA2026-10-13
Titleist Asset Management, LLC
53,120$2.0M0.1%ETFLowSan Antonio, TX2026-10-08
Independent Wealth Network Inc.
51,340$1.9M0.5%ETFMediumUrbandale, IA2026-10-19
Financial Guidance Group, Inc.
51,295$1.9M0.7%ETFVery LowPalm Harbor, FL2026-10-21
EverSource Wealth Advisors, LLC
50,701$1.9M0.1%CoreMediumBirmingham, AL2026-11-04
Verus Capital Partners, LLC
50,698$1.9M0.1%GrowthLowScottsdale, AZ2026-11-03
Riverbend Wealth Management, LLC
50,511$1.9M0.9%GrowthLowMyrtle Beach, SC2026-10-15
Precedent Wealth Partners, LLC
50,122$1.9M0.3%ETFMediumHouston, TX2026-10-21
Amplius Wealth Advisors, LLC
49,010$1.8M0.1%ETFLowBlue Bell, PA2026-10-20
Hazlett, Burt & Watson, Inc.
48,444$923.9K0.5%CoreVery LowWheeling, WV2026-11-04
TrueWealth Advisors, LLC
48,188$1.8M0.4%ETFMediumBirmingham, AL2026-10-09
Breakthru Advisory Services, LLC
47,275$1.8M6.0%ETFLowMuskego, WI2026-10-13
Apollon Financial, LLC
46,795$1.8M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Clark Wealth Partners
45,742$1.7M0.9%ETFVery LowO'Fallon, IL2026-10-19
Vima LLC
44,793$1.7M1.7%CoreLowTroy, MI2026-10-23
Dhjj Financial Advisors, Ltd.
44,699$1.7M0.5%ETFVery LowNaperville, IL2026-10-23
Equity Wealth Partners, LLC
44,403$1.7M0.5%ETFVery LowIndependence, MO2026-10-26
Summit Wealth Group LLC / Co
44,233$1.7M0.1%ETFHighColorado Springs, CO2026-10-29
World Equity Group, Inc.
44,065$1.7M0.7%GrowthMediumSchaumburg, IL2026-10-14
Blue Bell Private Wealth Management, LLC
43,897$1.6M0.2%YieldVery LowBlue Bell, PA2026-10-29
Balboa Wealth Partners
43,869$1.6M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Mascagni Wealth Management, Inc.
43,312$1.6M1.0%ETFLowClinton, MS2026-10-23
Kingswood Wealth Advisors, LLC
42,965$1.6M0.1%GrowthLowSan Diego, CA2026-10-23
Ascentis Independent Advisors
42,933$1.6M0.1%ETFLowDallas, TX2026-11-03
Lighthouse Wealth Management Inc.
41,832$1.6M1.0%ETFLowAshland, OH2026-10-13
Tcfg Investment Advisors, LLC
41,168$1.5M0.5%GrowthMediumLaguna Niguel, CA2026-10-20
Seven Hills Financial, LLC
40,587$1.5M0.9%ETFN/ATallahassee, FL2026-10-13
Encompass More Asset Management
39,995$1.5M0.2%ETFHighDanville, CA2026-10-16
Elevation Wealth Management LLC
39,944$1.5M1.0%Agg GrowthLowEden Prairie, MN2026-11-02
TopTier Wealth Management, LLC
39,242$1.5M0.9%ETFVery LowMuskego, WI2026-10-16
Heritage Wealth Management, Inc.
38,894$1.5M0.4%CoreLowCincinnati, OH2026-10-28
Wagner Wealth Management, LLC
38,232$1.4M0.3%ETFLowGreenville, SC2026-10-21
Tempo Wealth, LLC
37,126$1.4M0.2%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
37,126$1.4M0.2%Agg GrowthMediumCincinnati, OH2026-10-14
Purus Wealth Management, LLC
36,508$1.4M0.4%Agg GrowthVery LowNewport Beach, CA2026-10-15
Quartz Partners, LLC
34,809$1.3M0.4%GARPMediumSaratoga Springs, NY2026-11-03
Castleview Partners, LLC
34,553$1.3M0.6%CoreMediumDallas, TX2026-10-09
Lanark Financial, Inc.
33,935$1.3M0.1%CoreMediumBirmingham, AL2026-10-26
Quad-Cities Investment Group, LLC
32,173$1.2M0.4%CoreLowDavenport, IA2026-10-16
BIP Wealth, LLC
31,994$1.2M0.0%ETFMediumAtlanta, GA2026-10-22
Signature Estate & Investment Advisors LLC
31,713$1.2M0.0%ETFMediumLos Angeles, CA2026-10-13
Mcdonald Partners LLC
31,650$1.2M0.3%CoreLowCleveland, OH2026-11-03
MSH Capital Advisors LLC
29,903$1.1M0.2%CoreLowScottsdale, AZ2026-11-03
Intrua Financial, LLC
29,160$1.1M0.1%ETFMediumHouston, TX2026-10-28
Integrity Advisory Solutions, LLC
28,988$1.1M0.1%ETFMediumDallas, TX2026-10-29
Clear Creek Financial Management, LLC
28,804$1.1M0.1%ETFMediumSilverdale, WA2026-10-28
Founders Financial Securities LLC
28,388$1.1M0.1%ETFMediumTowson, MD2026-10-28
LifeWealth Investments, LLC
27,759$1.0M0.3%ETFMediumWinter Garden, FL2026-10-21
Wealth Group Ltd
27,483$1.0M0.2%ETFLowEden Prairie, MN2026-10-07
American Institute for Advanced Investment Management, LLP
27,085$1.0M0.6%ETFLowScottsdale, AZ2026-11-03
Assetmark, Inc
26,330$986.6K0.0%ETFLowConcord, CA2026-10-21
Richmond Investment Services, LLC
25,712$963.4K0.3%ETFLowMequon, WI2026-10-29
Alliance Wealth Advisors, LLC
25,604$959.4K0.3%CoreVery LowScranton, PA2026-10-14
Cascade Investment Group, Inc.
25,509$955.8K0.5%CoreLowColorado Springs, CO2026-10-13
Diversify Advisory Services, LLC
24,930$942.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
24,930$942.3K0.0%GrowthMediumSandy, UT2026-10-20
Victory Financial Group, LLC
24,901$933.0K0.1%ETFLowAustin, TX2026-10-27
Paragon Private Wealth Management, LLC
24,511$918.4K0.3%GrowthLowLexington, KY2026-10-20
Purewater Capital LLC
24,500$918.0K0.7%ETFMediumFort Worth, TX2026-10-23
Legacy Solutions, LLC
24,435$915.6K0.7%ETFLowKennett Square, PA2026-10-07
Patriot Financial Group Insurance Agency, LLC
24,362$912.8K0.1%GrowthLowWalpole, MA2026-10-14
Michels Family Financial, LLC
24,100$903.0K0.6%ETFLowFort Worth, TX2026-11-02
Tucker Asset Management LLC
24,063$901.6K0.2%ETFMediumLittleton, CO2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
23,859$894.0K0.4%GrowthHighTampa, FL2026-10-15
Bright Futures Wealth Management, Llc.
23,720$888.8K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
Claro Advisors Inc.
23,702$888.1K0.1%CoreLowBoston, MA2026-11-02
Global Assets Advisory, LLC
23,592$891.4K0.2%GrowthHighOrlando, FL2026-10-28
Focus Financial Network, Inc.
23,496$880.4K0.0%ETFLowMinneapolis, MN2026-10-14
Blueprint Financial Advisors LLC
22,947$859.8K0.1%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
22,947$859.8K0.1%ETFMediumGreensboro, NC2026-10-28
Sowell Financial Services LLC
21,695$812.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
HB Wealth Management, LLC
21,125$791.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Avior Wealth Management, LLC
21,053$788.8K0.0%ETFMediumOmaha, NE2026-10-13
Gaddis Premier Wealth Advisors LLC
20,365$763.1K0.4%ETFMediumDurant, OK2026-10-29
EdgeRock Capital LLC
20,110$753.5K0.2%ETFLowDenver, CO2026-11-03
Stonebridge Financial Group, LLC
19,500$730.7K0.1%ETFMediumWormleysburg, PA2026-10-01
Ashton Thomas Securities, LLC
19,368$725.7K0.1%ETFMediumRochester, NY2026-10-26
GSG Advisors LLC
18,576$696.0K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Winebrenner Capital Management LLC
17,798$666.9K0.4%ETFLowLouisville, KY2026-10-07
Soltis Investment Advisors LLC
17,758$665.4K0.0%CoreMediumSt. George, UT2026-10-28
Signature Equity Partners, LLC
17,679$662.4K0.2%GrowthMediumColumbus, OH2026-10-29
Spire Wealth Management
17,513$656.2K0.0%GrowthMediumMclean, VA2026-10-30
Compass Financial Management LLC
17,185$643.9K0.1%CoreN/ATampa, FL2026-10-30
MN Wealth Advisors, LLC
16,837$630.9K0.3%ETFMediumOverland Park, KS2026-10-23
HCR Wealth Advisors
16,618$622.7K0.0%GrowthLowLos Angeles, CA2026-10-15
MTM Investment Management, LLC
16,575$621.1K0.2%CoreVery LowSpartanburg, SC2026-10-30
Tortuga Wealth Management, Inc
16,433$615.8K0.4%CoreLowTorrance, CA2026-10-27
Able Financial Group, LLC
16,234$608.3K0.1%ETFLowScottsdale, AZ2026-10-14
M Holdings Securities, Inc.
16,100$603.0K0.2%ETFHighPortland, OR2026-11-03
MBL Wealth, LLC
16,100$603.3K0.0%ETFLowCharlotte, NC2026-10-22
Vaquero Private Wealth, LTD
15,625$585.5K0.1%ETFN/ADallas, TX2026-10-27
Parallel Advisors, LLC
15,572$583.5K0.0%IndexLowSan Francisco, CA2026-11-03
Clarus Group, Inc.
15,505$581.0K0.2%ETFLowHouston, TX2026-10-21
Adamsbrown Wealth Consultants LLC
15,206$569.8K0.1%ETFLowWichita, KS2026-10-20
Wespac Advisors SoCal, LLC
15,097$565.7K0.1%GrowthMediumPasadena, CA2026-10-13
Smallwood Wealth Investment Management, LLC
14,943$559.9K0.2%ETFVery LowRed Bank, NJ2026-10-30
Legacy Capital Wealth Partners, LLC
14,844$386.8K0.1%CoreMediumLittle Rock, AR2026-10-21
Gilliland Jeter Wealth Management LLC
14,792$554.3K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Aurora Private Wealth, Inc.
14,616$548.0K0.7%ETFLowRockaway, NJ2026-10-20
Worth Asset Management, LLC
14,334$537.1K0.2%ETFHighDallas, TX2026-10-07
Atlas Private Wealth Advisors
13,028$488.2K0.1%ETFLowRed Bank, NJ2026-10-23
Ashton Thomas Private Wealth, LLC
12,740$477.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Destiny Wealth Partners, LLC
12,570$468.5K0.0%ETFMediumTavares, FL2026-11-05
Murphy & Mullick Capital Management Corp
12,400$464.6K0.3%GrowthLowSmithtown, NY2026-11-02
SimpliFi, Inc.
12,341$462.4K0.2%ETFMediumSan Diego, CA2026-10-28
BAM Wealth Management, LLC
12,338$462.3K0.3%ETFHighLakewood, CO2026-10-15
Grantvest Financial Group LLC
12,027$450.7K0.3%ETFLowMatawan, NJ2026-10-21
Bullseye Investment Management, LLC
11,901$445.9K0.2%ETFVery HighCincinnati, OH2026-10-29
LFG Wealth Partners, LLC
11,724$439.3K0.2%CoreMediumElizabethtown, KY2026-10-28
Arista Wealth Management, LLC
11,615$435.2K0.0%ETFMediumLas Vegas, NV2026-10-29
Fermata Advisors, LLC
11,528$432.0K0.1%ETFLowSonoma, CA2026-10-13
Winnacle Wealth LLC
11,113$416.4K0.3%CoreMediumWaco, TX2026-10-15
Advisory Resource Group
11,018$412.8K0.1%GARPMediumTulsa, OK2026-10-26
Diligent Investors, LLC
10,901$408.5K0.1%CoreLowRedlands, CA2026-10-21
Armstrong, Fleming & Moore, Inc
10,137$379.8K0.1%GrowthVery LowWashington, DC2026-10-28
Carnegie Investment Counsel
9,939$372.4K0.0%CoreLowPepper Pike, OH2026-10-20
Signal Advisors Wealth, LLC
9,902$371.0K0.0%ETFLowDetroit, MI2026-10-13
Citizens Financial Group Inc
9,768$366.0K0.0%GrowthLowProvidence, RI2026-10-23
Prevail Innovative Wealth Advisors, LLC
9,706$367.8K0.0%CoreVery HighLeawood, KS2026-10-20
Keudell ison Wealth Management
9,452$354.2K0.1%ETFMediumSalem, OR2026-10-16
UMB Private Wealth Management, LLC
9,283$347.8K0.3%GrowthN/AKansas City, MO2026-10-19
Quantum Financial Partners LLC
9,036$338.6K0.2%ETFN/AOverland Park, KS2026-10-19
Gradient Capital Advisors, LLC
8,684$325.4K0.1%ETFLowSan Diego, CA2026-10-21
Axxcess Wealth Management, LLC
8,660$324.5K0.0%CoreLowCarlsbad, CA2026-10-21
Castle Rock Wealth Management, LLC
8,592$325.8K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Fearless Solutions, LLC dba Best Invest
8,300$311.0K0.2%ETFLowSan Antonio, TX2026-10-14
USAdvisors Wealth Management, LLC
8,248$309.0K0.4%ETFLowEden Prairie, MN2026-10-21
Flagstar Securities, Inc
8,004$299.9K0.1%ETFVery LowNew York, NY2026-10-15
Virtue Capital Management, LLC
7,903$296.1K0.0%GrowthHighBrentwood, TN2026-10-29
Columbia Advisory Partners LLC
7,886$295.5K0.2%ETFMediumSpokane, WA2026-10-15
TKG Advisors, LLC
7,792$292.0K0.1%MomentumMediumValparaiso, IN2026-11-02
Biltmore Family Office, LLC
7,756$290.6K0.0%GrowthLowCharlotte, NC2026-11-03
Silverlake Wealth Management LLC
7,684$287.9K0.1%ETFLowWilliston, VT2026-10-21
Private Client Services, LLC
7,637$286.2K0.1%ETFMediumLouisville, KY2026-10-02
Keeler Thomas Management LLC
7,396$277.1K0.1%CoreHighOrem, UT2026-10-29
Prosperity Financial Group, Inc.
7,341$275.1K0.1%GrowthMediumSan Ramon, CA2026-10-29
One Way Holdings LLC
7,174$268.8K0.0%CoreMediumFlower Mound, TX2026-10-29
Foguth Wealth Management, Llc.
7,098$266.7K0.0%ETFHighBrighton, MI2026-10-19
Rhodes Investment Advisors Inc
6,989$261.9K0.2%CoreMediumFort Worth, TX2026-10-07
Virtus Wealth Solutions LLC
6,594$247.1K0.0%Agg GrowthHighCranford, NJ2026-11-03
Birchwood Financial Partners, Inc.
6,527$244.6K0.2%ETFVery LowBloomington, MN2026-11-02
RDA Financial Network
6,519$244.3K0.1%GrowthMediumAkron, IA2026-10-15
NovaPoint Capital, LLC
6,447$241.6K0.1%CoreLowAtlanta, GA2026-10-22
Accurate Wealth Management, LLC
6,376$241.9K0.0%CoreMediumWesley Chapel, FL2026-10-20
Mission Financial Group, LLC
6,102$228.6K0.2%ETFN/AHonolulu, HI2026-10-21
Capital Asset Advisory Services LLC
6,000$225.6K0.0%ETFLowWilliamston, MI2026-10-30
Well Done, LLC
6,000$224.8K0.0%ETFLowHolland, MI2026-10-20
Csenge Advisory Group
5,938$222.5K0.0%ETFMediumClearwater, FL2026-11-04
Boyer Financial Services, Inc.
5,913$221.6K0.2%ETFLowNewport Beach, CA2026-10-23
Evolution Wealth Management Inc.
5,891$220.7K0.1%ETFMediumFort Myers, FL2026-10-28
Johnson & White Wealth Management, LLC
5,649$211.7K0.1%ETFVery LowYork, PA2026-11-03
Facet Wealth, Inc.
5,433$203.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Whipplewood Advisors, LLC
4,337$162.5K0.1%ETFLowLittleton, CO2026-10-20
Asset Dedication, LLC
3,426$128.4K0.0%ETFLowSan Francisco, CA2026-11-03
Avion Wealth
3,186$119.0K0.2%ETFLowThe Woodlands, TX2026-11-04
Bokf, NA
3,000$112.4K0.0%CoreLowTulsa, OK2026-10-27
GoalVest Advisory LLC
2,234$83.7K0.0%ETFMediumNew York, NY2026-10-02
James T. Borello RIA
1,858$69.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Pinnacle Bancorp, Inc.
1,594$59.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Wilmington Savings Fund Society, FSB
1,555$58.3K0.0%CoreLowWilmington, DE2026-10-23
Farmers & Merchants Investments Inc
1,497$56.1K0.0%CoreVery LowLincoln, NE2026-10-22
KFG LLC
1,361$51.0K0.0%ETFN/ARapid City, SD2026-11-02
Next Level Wealth Planning, LLC
1,283$48.1K0.0%ETFVery LowMeridian, ID2026-10-29
Bank of New Hampshire
1,145$42.9K0.0%CoreLowLaconia, NH2026-10-06
GK Wealth Management LLC
683$25.6K0.0%GARPVery HighReno, NV2026-10-09
Security National Bank
591$22.1K0.0%GrowthLowOmaha, NE2026-10-26
Signaturefd, LLC
583$21.8K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
555$21.0K0.0%ValueHighLondon, United Kingdom2026-10-30
TD Waterhouse Canada Inc.
545$20.4K0.0%CoreLowToronto, Australia2026-10-16
Harbor Investment Advisory, LLC
510$19.1K0.0%GrowthLowLutherville, MD2026-10-13
Princeton Global Asset Management LLC
452$16.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Sunrise Financial Services, LLC
420$15.7K0.0%ETFMediumBurien, WA2026-10-21
Nova Financial LLC
347$13.0K0.0%N/AN/ATucson, AZ2026-11-04
John Boyer, Inc.
300$11.2K0.0%ETFMediumTampa, FL2026-10-27
Phillip James Consulting Co.
300$11.2K0.0%ETFVery HighPlymouth, MN2026-11-03
CX Institutional
222$80.0%CoreMediumAuburn, IN2026-10-02
Cape Investment Advisory, Inc.
220$8.2K0.0%ETFLowMcdonough, GA2026-10-13
Abound Wealth Management
182$6.8K0.0%ETFVery LowFranklin, TN2026-10-26
Latitude Advisors, LLC
100$3.7K0.0%ETFLowYorkville, IL2026-10-27
SBI Securities Co., Ltd.
53$2.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cassaday & Co Wealth Management LLC
51$1.9K0.0%ETFVery LowMclean, VA2026-10-27