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Gldm SA S&P 500 PR in ETF-US (GPIX)

CUSIP: 38149W622 | NYSE | 462 institutional holders

Quarters

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

Mission Wealth Management, LP1,711,617
1.5% of portfolio›$95.6M
Commonwealth Equity Services, LLC1,131,211
0.1% of portfolio›$63.2M
Parallel Advisors, LLC914,832
0.7% of portfolio›$51.1M
Lebenthal Global Advisors, LLC532,188
4.0% of portfolio›$29.7M
HUB Investment Partners, LLC487,755
0.5% of portfolio›$27.2M
Childress Capital Advisors, LLC446,256
3.9% of portfolio›$24.9M
Choreo, LLC330,331
0.2% of portfolio›$18.4M
Ellis Investment Partners, LLC300,252
2.5% of portfolio›$16.8M
Kestra Advisory Services, LLC298,140
0.0% of portfolio›$16.6M
MGO One Seven LLC246,143
0.2% of portfolio›$13.7M
Wealth Enhancement Advisory Services, LLC241,314
0.0% of portfolio›$13.6M
Jmac Enterprises LLC225,467
2.1% of portfolio›$12.6M
Truist Financial Corp195,586
0.0% of portfolio›$10.9M
Markowski Investments188,227
2.3% of portfolio›$10.5M
Richmond Investment Services, LLC145,034
2.6% of portfolio›$8.1M
Elmwood Wealth Management, Inc.137,114
1.8% of portfolio›$7.7M
Principal Financial Group Inc133,278
0.0% of portfolio›$7.4M
Lifestyle Asset Management, Inc.130,639
1.8% of portfolio›$7.3M
AlphaStar Capital Management, LLC126,424
0.4% of portfolio›$7.1M
Beacon Financial Advisory LLC120,034
1.3% of portfolio›$6.7M
Apollon Wealth Management, LLC116,927
0.1% of portfolio›$6.5M
Kennedy Investment Group, Inc.116,703
2.1% of portfolio›$6.5M
Stillwater Wealth Management Group116,218
3.5% of portfolio›$6.5M
Meridian Wealth Management, LLC114,721
0.2% of portfolio›$6.4M
Retirement Planning Group, LLC109,151
0.2% of portfolio›$6.1M
Davenport & Co LLC108,225
0.0% of portfolio›$6.0M
Boyce & Associates Wealth Consulting, Inc.107,205
3.6% of portfolio›$6.0M
Cambridge Investment Research Advisors, Inc.106,644
0.0% of portfolio›$6.0M
Prota Financial, LLC105,471
3.7% of portfolio›$5.9M
TBH Global Asset Management, LLC105,282
1.0% of portfolio›$5.5M
Townsend Asset Management Corp103,821
1.8% of portfolio›$5.8M
Wealthcare Advisory Partners LLC100,720
0.1% of portfolio›$5.6M
Semus Wealth Partners LLC98,913
2.5% of portfolio›$5.5M
Focused Wealth Management, Inc94,959
0.5% of portfolio›$5.3M
Whalen Wealth Management Inc.93,503
2.2% of portfolio›$5.2M
Strategic Blueprint, LLC86,828
0.2% of portfolio›$4.8M
Bank of New York Mellon Corp86,435
0.0% of portfolio›$4.8M
Cannon Advisors, Inc.82,224
2.7% of portfolio›$4.6M
Private Wealth Partners, LLC72,439
0.3% of portfolio›$4.0M
American National Bank of Texas71,595
3.7% of portfolio›$4.0M
Prosperity Financial Group, Inc.69,313
1.1% of portfolio›$3.9M
Castle Rock Wealth Management, LLC68,310
0.7% of portfolio›$3.9M
Sagespring Wealth Partners, LLC66,603
0.1% of portfolio›$3.7M
Founders Financial Securities LLC58,688
0.2% of portfolio›$3.3M
Patten & Patten Inc53,461
0.2% of portfolio›$3.0M
Avalon Capital Management51,921
0.7% of portfolio›$2.9M
Compass Financial Management LLC50,547
0.3% of portfolio›$2.8M
Aurora Private Wealth, Inc.50,351
3.5% of portfolio›$2.8M
High Net Worth Advisory Group LLC46,940
0.6% of portfolio›$2.6M
M Holdings Securities, Inc.45,445
1.0% of portfolio›$2.5M
Arsenal Capital Advisors LLC44,927
1.3% of portfolio›$2.5M
Penney Financial, LLC43,008
0.7% of portfolio›$2.4M
Perigon Wealth Management, LLC42,066
0.0% of portfolio›$2.3M
Henderson Brothers Financial Partners, LLC41,985
0.9% of portfolio›$2.3M
Financial Management Network Inc40,678
0.3% of portfolio›$2.3M
Appleton Partners Inc40,620
0.3% of portfolio›$2.3M
Cap Partners, LLC40,094
1.0% of portfolio›$2.2M
Farther Finance Advisors, LLC39,825
0.0% of portfolio›$2.2M
Thrivent Financial for Lutherans39,591
0.0% of portfolio›$2.2M
Milestone Asset Management, LLC38,990
0.3% of portfolio›$2.2M
Concurrent Investment Advisors, LLC38,862
0.0% of portfolio›$2.2M
Elevation Point Wealth Partners, LLC37,034
0.0% of portfolio›$2.1M
Investment Planning Advisors, Inc.35,993
0.5% of portfolio›$2.0M
Mayfair Advisory Group, LLC35,885
0.6% of portfolio›$2.0M
Frederick Financial Consultants, LLC35,791
0.8% of portfolio›$2.0M
Meridian Financial Partners LLC35,746
0.7% of portfolio›$2.0M
Clay Northam Wealth Management, LLC34,865
0.9% of portfolio›$1.9M
Winnacle Wealth LLC31,928
1.2% of portfolio›$1.8M
Avidian Wealth Enterprises, LLC31,521
0.0% of portfolio›$1.8M
Independent Financial Group, LLC30,647
0.0% of portfolio›$1.7M
Legacy Capital Wealth Partners, LLC30,072
0.3% of portfolio›$1.7M
Prospera Financial Services Inc28,879
0.0% of portfolio›$1.6M
Nfsg Corp27,907
0.2% of portfolio›$1.6M
Dynamic Advisor Solutions LLC27,572
0.0% of portfolio›$1.5M
Joseph P. Lucia & Associates, LLC27,032
0.4% of portfolio›$1.5M
Occidental Asset Management, LLC25,959
0.1% of portfolio›$1.4M
Tactive Advisors, LLC25,922
0.3% of portfolio›$1.4M
Cornerstone Wealth Management, LLC25,621
0.1% of portfolio›$1.4M
OpenArc Corporate Advisory, LLC24,289
0.0% of portfolio›$1.4M
Meadowbrook Wealth Management, LLC24,005
1.4% of portfolio›$1.3M
Tenet Wealth Partners, LLC23,484
0.9% of portfolio›$1.3M
NBZ Investment Advisors LLC22,623
0.5% of portfolio›$1.3M
Nautilus Advisors LLC22,353
0.8% of portfolio›$1.2M
Howard Financial Services, Ltd.21,957
0.1% of portfolio›$1.2M
Insight Wealth Strategies, LLC21,749
0.1% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC21,507
0.0% of portfolio›$1.2M
Ulland Investment Advisors, LLC21,246
2.3% of portfolio›$1.2M
Herold Advisors, Inc.20,531
0.2% of portfolio›$1.1M
Cora Capital Advisors LLC20,500
0.3% of portfolio›$1.1M
Wedbush Securities Inc20,004
0.1% of portfolio›$1.1M
Bayshore Capital Advisors, LLC20,000
0.6% of portfolio›$1.1M
Balboa Wealth Partners19,722
0.1% of portfolio›$1.1M
Prime Capital Investment Advisors, LLC19,393
0.0% of portfolio›$1.1M
Gilliland Jeter Wealth Management LLC19,059
0.3% of portfolio›$1.1M
Madrid Wealth Management, LLC17,550
0.6% of portfolio›$979.8K
Beese Fulmer Investment Management, Inc.16,598
0.1% of portfolio›$926.7K
TrustBank16,550
0.3% of portfolio›$924.0K
Autumn Glory Partners, LLC16,335
0.3% of portfolio›$912.0K
Canvas Wealth Advisors, LLC15,960
0.1% of portfolio›$894.7K
Princeton Global Asset Management LLC15,732
0.1% of portfolio›$878.3K
Tortuga Wealth Management, Inc14,927
0.6% of portfolio›$834.5K
Signature Estate & Investment Advisors LLC14,909
0.0% of portfolio›$832.4K
Next Level Private LLC14,870
0.2% of portfolio›$830.2K
Partners Wealth Management, LLC14,369
0.1% of portfolio›$802.2K
Guided Capital Wealth Management, LLC14,234
0.5% of portfolio›$794.7K
Ashton Thomas Private Wealth, LLC13,465
0.0% of portfolio›$751.8K
Cascade Investment Group, Inc.13,441
0.4% of portfolio›$750.4K
Vise Technologies, Inc.13,421
0.0% of portfolio›$749.3K
RFG Advisory, LLC13,359
0.0% of portfolio›$745.8K
Lighthouse Financial Services Inc13,297
0.2% of portfolio›$742.4K
B. Riley Wealth Advisors, Inc.13,229
0.0% of portfolio›$738.6K
NWF Advisory Services Inc.12,868
0.1% of portfolio›$718.4K
Hidden Cove Wealth Management, LLC12,788
0.4% of portfolio›$714.0K
Parsons Capital Management Inc12,631
0.0% of portfolio›$705.2K
LexAurum Advisors, LLC12,474
0.1% of portfolio›$696.4K
PMG Family Office LLC12,444
0.6% of portfolio›$694.7K
Salem Investment Counselors Inc11,925
0.0% of portfolio›$665.8K
Southern Financial Group, LLC11,853
0.2% of portfolio›$661.8K
Whipplewood Advisors, LLC11,833
0.4% of portfolio›$660.6K
Brown Wealth Management, LLC11,348
0.1% of portfolio›$633.6K
Kestra Private Wealth Services, LLC11,114
0.0% of portfolio›$620.5K
Oppenheimer & Co Inc10,870
0.0% of portfolio›$606.9K
Private Trust Co NA10,812
0.0% of portfolio›$603.6K
Harbor Investment Advisory, LLC10,615
0.0% of portfolio›$592.6K
Latitude Advisors, LLC10,231
0.2% of portfolio›$571.2K
Willis Johnson Wealth, Inc.10,144
0.0% of portfolio›$566.3K
Abel Hall, LLC10,000
0.1% of portfolio›$558.3K
Collective Family Office LLC9,283
0.1% of portfolio›$518.3K
Capital Investment Advisors, LLC9,278
0.0% of portfolio›$518.0K
Axxcess Wealth Management, LLC9,222
0.0% of portfolio›$514.9K
GSG Advisors LLC8,936
0.1% of portfolio›$498.9K
Sheets Smith Wealth Management8,920
0.1% of portfolio›$498.0K
Register Financial Advisors LLC8,915
0.2% of portfolio›$497.7K
Sigma Planning Corp8,818
0.0% of portfolio›$492.3K
Quad-Cities Investment Group, LLC8,620
0.2% of portfolio›$481.2K
Grant Private Wealth Management Inc8,460
0.2% of portfolio›$472.3K
Hixon Zuercher, LLC8,141
0.1% of portfolio›$454.5K
Visionary Wealth Advisors7,993
0.0% of portfolio›$446.3K
Monument Capital Management7,891
0.1% of portfolio›$440.6K
Clarity Wealth Advisors, LLC7,700
0.1% of portfolio›$429.9K
SeaCrest Wealth Management, LLC7,582
0.0% of portfolio›$423.3K
Pennsylvania Capital Management Inc7,466
0.1% of portfolio›$416.8K
Capital Investment Advisory Services, LLC7,449
0.0% of portfolio›$415.9K
Saxony Capital Management, LLC7,360
0.2% of portfolio›$410.9K
Daymark Wealth Partners, LLC7,086
0.0% of portfolio›$395.6K
Summit Wealth Group LLC / Co6,955
0.0% of portfolio›$388.3K
Northwest Financial Advisors6,863
0.1% of portfolio›$383.1K
Herbst Group, LLC6,760
0.2% of portfolio›$377.4K
Lanark Financial, Inc.6,600
0.0% of portfolio›$368.5K
Summit Asset Management, LLC6,551
0.0% of portfolio›$365.7K
Accurate Wealth Management, LLC6,216
0.0% of portfolio›$350.7K
Cypress Wealth Services, LLC6,193
0.0% of portfolio›$348.9K
Blue Trust, Inc.6,151
0.0% of portfolio›$343.4K
Laurel OAK Wealth Management, LLC6,102
0.0% of portfolio›$340.7K
StoneX Group Inc.6,086
0.0% of portfolio›$339.8K
SeedSafe Financial LLC6,021
0.2% of portfolio›$336.2K
Benchmark Financial Wealth Advisors, LLC5,972
0.1% of portfolio›$333.4K
Regatta Capital Group, LLC5,755
0.0% of portfolio›$321.3K
Argyle Capital Partners, LLC5,666
0.2% of portfolio›$316.3K
Oak Barrel Wealth Advisory LLC5,217
0.1% of portfolio›$291.3K
Kercheville Advisors, LLC5,120
0.1% of portfolio›$285.9K
EdgeRock Capital LLC5,113
0.1% of portfolio›$285.5K
Entrewealth, LLC5,080
0.1% of portfolio›$283.6K
Brighton Jones LLC5,025
0.0% of portfolio›$280.5K
International Assets Investment Management, LLC4,994
0.0% of portfolio›$277.3K
VestGen Advisors, LLC4,911
0.0% of portfolio›$274.2K
Focused Alpha, LLC4,783
0.1% of portfolio›$267.0K
Ignite Planners, LLC4,651
0.0% of portfolio›$259.7K
Dahring | Cusmano LLC4,367
0.1% of portfolio›$243.8K
Total Clarity Wealth Management, Inc.4,345
0.0% of portfolio›$242.6K
Creative Planning4,303
0.0% of portfolio›$240.3K
Tectonic Advisors LLC4,225
0.0% of portfolio›$235.9K
First Business Financial Services, Inc.4,076
0.0% of portfolio›$227.6K
Sentinel Advisory Group, LLC4,057
0.1% of portfolio›$226.5K
Alessandra Capital Management, LLC3,975
0.2% of portfolio›$221.9K
Patriot Financial Group Insurance Agency, LLC3,900
0.0% of portfolio›$217.8K
Richards, Merrill & Peterson, Inc.3,840
0.1% of portfolio›$214.4K
Physician Wealth Advisors, Inc.3,700
0.0% of portfolio›$206.6K
Wealth Enhancement Trust Services, Inc.3,566
0.0% of portfolio›$199.1K
GGM Financial LLC3,323
0.1% of portfolio›$185.5K
Larson Financial Group LLC2,788
0.0% of portfolio›$155.7K
Essential Investment Partners LLC2,644
0.1% of portfolio›$147.6K
Activest Wealth Management2,200
0.0% of portfolio›$122.8K
Miller Global Investments, LLC2,000
0.1% of portfolio›$111.7K
Redwood Park Advisors LLC1,098
0.0% of portfolio›$61.3K
Western Pacific Wealth Management, LP874
0.0% of portfolio›$48.8K
Gilpin Wealth Management, LLC779
0.0% of portfolio›$43.5K
CoreCap Advisors, LLC772
0.0% of portfolio›$43.1K
Manchester Capital Management LLC576
0.0% of portfolio›$32.2K
Wolff Wiese Magana LLC507
0.0% of portfolio›$28.3K
Capital Advisors, Ltd. LLC359
0.0% of portfolio›$20.0K
IFP Advisors, Inc347
0.0% of portfolio›$19.4K
Rossby Financial, LCC300
0.0% of portfolio›$16.7K
Birchbrook, Inc.290
0.0% of portfolio›$16.2K
Planning Strategies Inc.239
0.0% of portfolio›$13.3K
Allspring Global Investments Holdings, LLC235
0.0% of portfolio›$13.1K
Center for Financial Planning, Inc.188
0.0% of portfolio›$10.5K
Silver Grove Financial Group, Inc.119
0.0% of portfolio›$6.6K
Madden Securities Corp100
0.0% of portfolio›$5.6K
Signaturefd, LLC97
0.0% of portfolio›$5.4K
Noble Wealth Management PBC80
0.0% of portfolio›$4.5K
Assetmark, Inc56
0.0% of portfolio›$3.1K
Root Financial Partners, LLC53
0.0% of portfolio›$3.0K
Ascentis Independent Advisors50
0.0% of portfolio›$2.8K
Triumph Capital Management50
0.0% of portfolio›$2.8K
Aspect Partners, LLC20
0.0% of portfolio›$1.1K
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$112
StyleTurnoverLocationFiled
Mission Wealth Management, LP
1,711,617$95.6M1.5%ETFLowSanta Barbara, CA2026-10-15
Commonwealth Equity Services, LLC
1,131,211$63.2M0.1%ETFLowWaltham, MA2026-11-02
Parallel Advisors, LLC
914,832$51.1M0.7%IndexLowSan Francisco, CA2026-11-03
Lebenthal Global Advisors, LLC
532,188$29.7M4.0%ETFMediumHauppauge, NY2026-10-28
HUB Investment Partners, LLC
487,755$27.2M0.5%GrowthLowAustin, TX2026-11-03
Childress Capital Advisors, LLC
446,256$24.9M3.9%GARPMediumHouston, TX2026-10-28
Choreo, LLC
330,331$18.4M0.2%IndexLowRockford, IL2026-10-28
Ellis Investment Partners, LLC
300,252$16.8M2.5%ETFLowBerwyn, PA2026-10-21
Kestra Advisory Services, LLC
298,140$16.6M0.0%CoreLowAustin, TX2026-11-02
MGO One Seven LLC
246,143$13.7M0.2%GrowthLowBeachwood, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
241,314$13.6M0.0%CoreLowPlymouth, MN2026-10-13
Jmac Enterprises LLC
225,467$12.6M2.1%ETFVery LowNewtown, PA2026-10-30
Truist Financial Corp
195,586$10.9M0.0%CoreLowCharlotte, NC2026-10-30
Markowski Investments
188,227$10.5M2.3%ETFN/ATampa, FL2026-10-30
Richmond Investment Services, LLC
145,034$8.1M2.6%ETFLowMequon, WI2026-10-29
Elmwood Wealth Management, Inc.
137,114$7.7M1.8%ETFLowBerkeley, CA2026-10-14
Principal Financial Group Inc
133,278$7.4M0.0%CoreLowDes Moines, IA2026-11-02
Lifestyle Asset Management, Inc.
130,639$7.3M1.8%ETFHighFriendswood, TX2026-10-20
AlphaStar Capital Management, LLC
126,424$7.1M0.4%ETFMediumCornelius, NC2026-10-16
Beacon Financial Advisory LLC
120,034$6.7M1.3%ETFLowCleveland, OH2026-10-16
Apollon Wealth Management, LLC
116,927$6.5M0.1%GrowthLowMount Pleasant, SC2026-10-23
Kennedy Investment Group, Inc.
116,703$6.5M2.1%GrowthLowWest Deptford, NJ2026-10-21
Stillwater Wealth Management Group
116,218$6.5M3.5%GrowthMediumJuno Beach, FL2026-10-21
Meridian Wealth Management, LLC
114,721$6.4M0.2%GrowthLowLexington, KY2026-11-05
Retirement Planning Group, LLC
109,151$6.1M0.2%ETFVery LowLeawood, KS2026-10-19
Davenport & Co LLC
108,225$6.0M0.0%CoreMediumRichmond, VA2026-10-14
Boyce & Associates Wealth Consulting, Inc.
107,205$6.0M3.6%ETFMediumCedar Park, TX2026-10-14
Cambridge Investment Research Advisors, Inc.
106,644$6.0M0.0%ETFLowFairfield, IA2026-11-02
Prota Financial, LLC
105,471$5.9M3.7%ETFMediumHouston, TX2026-10-08
TBH Global Asset Management, LLC
105,282$5.5M1.0%CoreHighBrentwood, TN2026-11-03
Townsend Asset Management Corp
103,821$5.8M1.8%CoreLowRaleigh, NC2026-10-29
Wealthcare Advisory Partners LLC
100,720$5.6M0.1%ETFLowWest Chester, PA2026-10-21
Semus Wealth Partners LLC
98,913$5.5M2.5%GrowthLowBoca Raton, FL2026-10-22
Focused Wealth Management, Inc
94,959$5.3M0.5%ETFLowNewburgh, NY2026-10-30
Whalen Wealth Management Inc.
93,503$5.2M2.2%GrowthHighLas Vegas, NV2026-10-08
Strategic Blueprint, LLC
86,828$4.8M0.2%ETFLowAtlanta, GA2026-10-22
Bank of New York Mellon Corp
86,435$4.8M0.0%CoreLowNew York, NY2026-11-05
Cannon Advisors, Inc.
82,224$4.6M2.7%GrowthHighCharlotte, NC2026-10-14
Private Wealth Partners, LLC
72,439$4.0M0.3%GrowthLowMill Valley, CA2026-10-22
American National Bank of Texas
71,595$4.0M3.7%ETFMediumRichardson, TX2026-10-07
Prosperity Financial Group, Inc.
69,313$3.9M1.1%GrowthMediumSan Ramon, CA2026-10-29
Castle Rock Wealth Management, LLC
68,310$3.9M0.7%GrowthMediumWalnut Creek, CA2026-10-09
Sagespring Wealth Partners, LLC
66,603$3.7M0.1%ETFLowFranklin, TN2026-10-22
Founders Financial Securities LLC
58,688$3.3M0.2%ETFMediumTowson, MD2026-10-28
Patten & Patten Inc
53,461$3.0M0.2%CoreLowChattanooga, TN2026-10-26
Avalon Capital Management
51,921$2.9M0.7%GrowthMediumMenlo Park, CA2026-11-04
Compass Financial Management LLC
50,547$2.8M0.3%CoreN/ATampa, FL2026-10-30
Aurora Private Wealth, Inc.
50,351$2.8M3.5%ETFLowRockaway, NJ2026-10-20
High Net Worth Advisory Group LLC
46,940$2.6M0.6%ETFVery LowNaples, FL2026-10-26
M Holdings Securities, Inc.
45,445$2.5M1.0%ETFHighPortland, OR2026-11-03
Arsenal Capital Advisors LLC
44,927$2.5M1.3%GrowthLowConshohocken, PA2026-11-02
Penney Financial, LLC
43,008$2.4M0.7%ETFMediumHouston, TX2026-10-20
Perigon Wealth Management, LLC
42,066$2.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Henderson Brothers Financial Partners, LLC
41,985$2.3M0.9%ETFN/APittsburgh, PA2026-11-03
Financial Management Network Inc
40,678$2.3M0.3%ETFLowMission Viejo, CA2026-10-09
Appleton Partners Inc
40,620$2.3M0.3%GrowthLowBoston, MA2026-10-30
Cap Partners, LLC
40,094$2.2M1.0%ETFLowFranklin, TN2026-10-19
Farther Finance Advisors, LLC
39,825$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
Thrivent Financial for Lutherans
39,591$2.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Milestone Asset Management, LLC
38,990$2.2M0.3%GrowthHighPittsburgh, PA2026-10-15
Concurrent Investment Advisors, LLC
38,862$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Elevation Point Wealth Partners, LLC
37,034$2.1M0.0%CoreHighDenver, CO2026-11-05
Investment Planning Advisors, Inc.
35,993$2.0M0.5%ETFMediumCumming, GA2026-10-14
Mayfair Advisory Group, LLC
35,885$2.0M0.6%ETFLowBirmingham, AL2026-10-20
Frederick Financial Consultants, LLC
35,791$2.0M0.8%ETFVery LowFrederick, MD2026-10-29
Meridian Financial Partners LLC
35,746$2.0M0.7%GrowthLowWarrenton, VA2026-10-23
Clay Northam Wealth Management, LLC
34,865$1.9M0.9%GrowthVery LowHuntington Beach, CA2026-10-13
Winnacle Wealth LLC
31,928$1.8M1.2%CoreMediumWaco, TX2026-10-15
Avidian Wealth Enterprises, LLC
31,521$1.8M0.0%ETFLowHouston, TX2026-10-08
Independent Financial Group, LLC
30,647$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
Legacy Capital Wealth Partners, LLC
30,072$1.7M0.3%CoreMediumLittle Rock, AR2026-10-21
Prospera Financial Services Inc
28,879$1.6M0.0%CoreMediumDallas, TX2026-11-04
Nfsg Corp
27,907$1.6M0.2%Agg GrowthMediumBoca Raton, FL2026-10-15
Dynamic Advisor Solutions LLC
27,572$1.5M0.0%ETFLowPhoenix, AZ2026-10-13
Joseph P. Lucia & Associates, LLC
27,032$1.5M0.4%ETFVery LowYorktown Heights, NY2026-10-30
Occidental Asset Management, LLC
25,959$1.4M0.1%GrowthLowBurlingame, CA2026-11-05
Tactive Advisors, LLC
25,922$1.4M0.3%ETFHighJacksonville, FL2026-10-08
Cornerstone Wealth Management, LLC
25,621$1.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
OpenArc Corporate Advisory, LLC
24,289$1.4M0.0%GrowthLowAtlanta, GA2026-10-21
Meadowbrook Wealth Management, LLC
24,005$1.3M1.4%GrowthMediumGarden City, NY2026-10-08
Tenet Wealth Partners, LLC
23,484$1.3M0.9%ETFN/AChampaign, IL2026-10-19
NBZ Investment Advisors LLC
22,623$1.3M0.5%ETFLowKnoxville, TN2026-10-30
Nautilus Advisors LLC
22,353$1.2M0.8%GrowthLowLa Jolla, CA2026-10-07
Howard Financial Services, Ltd.
21,957$1.2M0.1%ETFLowDallas, TX2026-10-15
Insight Wealth Strategies, LLC
21,749$1.2M0.1%ETFHighSan Ramon, CA2026-10-09
Kingswood Wealth Advisors, LLC
21,507$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Ulland Investment Advisors, LLC
21,246$1.2M2.3%GrowthVery LowMinneapolis, MN2026-10-13
Herold Advisors, Inc.
20,531$1.1M0.2%CoreLowNew York, NY2026-10-19
Cora Capital Advisors LLC
20,500$1.1M0.3%ETFLowMarlton, NJ2026-11-02
Wedbush Securities Inc
20,004$1.1M0.1%CoreLowPasadena, CA2026-10-22
Bayshore Capital Advisors, LLC
20,000$1.1M0.6%YieldMediumTampa, FL2026-11-02
Balboa Wealth Partners
19,722$1.1M0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Prime Capital Investment Advisors, LLC
19,393$1.1M0.0%ETFLowOverland Park, KS2026-10-20
Gilliland Jeter Wealth Management LLC
19,059$1.1M0.3%GrowthVery LowLittle Rock, AR2026-10-28
Madrid Wealth Management, LLC
17,550$979.8K0.6%ETFLowAlbuquerque, NM2026-10-23
Beese Fulmer Investment Management, Inc.
16,598$926.7K0.1%CoreLowCanton, OH2026-10-23
TrustBank
16,550$924.0K0.3%ETFVery LowOlney, IL2026-10-20
Autumn Glory Partners, LLC
16,335$912.0K0.3%CoreMediumDallas, TX2026-10-26
Canvas Wealth Advisors, LLC
15,960$894.7K0.1%GrowthLowShawnee, KS2026-11-02
Princeton Global Asset Management LLC
15,732$878.3K0.1%GrowthLowPrinceton, NJ2026-10-21
Tortuga Wealth Management, Inc
14,927$834.5K0.6%CoreLowTorrance, CA2026-10-27
Signature Estate & Investment Advisors LLC
14,909$832.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Next Level Private LLC
14,870$830.2K0.2%CoreVery LowHarrison, NY2026-10-20
Partners Wealth Management, LLC
14,369$802.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Guided Capital Wealth Management, LLC
14,234$794.7K0.5%ETFMediumHouston, TX2026-10-21
Ashton Thomas Private Wealth, LLC
13,465$751.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Cascade Investment Group, Inc.
13,441$750.4K0.4%CoreLowColorado Springs, CO2026-10-13
Vise Technologies, Inc.
13,421$749.3K0.0%IndexLowNew York, NY2026-10-29
RFG Advisory, LLC
13,359$745.8K0.0%ETFMediumBirmingham, AL2026-11-03
Lighthouse Financial Services Inc
13,297$742.4K0.2%ETFVery LowBrea, CA2026-11-02
B. Riley Wealth Advisors, Inc.
13,229$738.6K0.0%GrowthLowMemphis, TN2026-10-13
NWF Advisory Services Inc.
12,868$718.4K0.1%GARPLowLos Angeles, CA2026-10-19
Hidden Cove Wealth Management, LLC
12,788$714.0K0.4%GrowthHighBainbridge Island, WA2026-10-19
Parsons Capital Management Inc
12,631$705.2K0.0%CoreLowProvidence, RI2026-10-28
LexAurum Advisors, LLC
12,474$696.4K0.1%ETFLowOverland Park, KS2026-10-19
PMG Family Office LLC
12,444$694.7K0.6%YieldVery LowPlano, TX2026-10-19
Salem Investment Counselors Inc
11,925$665.8K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Southern Financial Group, LLC
11,853$661.8K0.2%ETFVery LowBirmingham, AL2026-10-30
Whipplewood Advisors, LLC
11,833$660.6K0.4%ETFLowLittleton, CO2026-10-20
Brown Wealth Management, LLC
11,348$633.6K0.1%ETFMediumNaperville, IL2026-10-20
Kestra Private Wealth Services, LLC
11,114$620.5K0.0%GrowthLowAustin, TX2026-10-30
Oppenheimer & Co Inc
10,870$606.9K0.0%CoreLowNew York, NY2026-10-26
Private Trust Co NA
10,812$603.6K0.0%CoreLowCleveland, OH2026-10-20
Harbor Investment Advisory, LLC
10,615$592.6K0.0%GrowthLowLutherville, MD2026-10-13
Latitude Advisors, LLC
10,231$571.2K0.2%ETFLowYorkville, IL2026-10-27
Willis Johnson Wealth, Inc.
10,144$566.3K0.0%ETFLowHouston, TX2026-11-03
Abel Hall, LLC
10,000$558.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Collective Family Office LLC
9,283$518.3K0.1%ETFLowYork, PA2026-10-05
Capital Investment Advisors, LLC
9,278$518.0K0.0%CoreLowAtlanta, GA2026-10-22
Axxcess Wealth Management, LLC
9,222$514.9K0.0%CoreLowCarlsbad, CA2026-10-21
GSG Advisors LLC
8,936$498.9K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Sheets Smith Wealth Management
8,920$498.0K0.1%CoreLowWinston-Salem, NC2026-10-16
Register Financial Advisors LLC
8,915$497.7K0.2%GARPLowAtlanta, GA2026-10-23
Sigma Planning Corp
8,818$492.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Quad-Cities Investment Group, LLC
8,620$481.2K0.2%CoreLowDavenport, IA2026-10-16
Grant Private Wealth Management Inc
8,460$472.3K0.2%GrowthMediumPleasanton, CA2026-10-19
Hixon Zuercher, LLC
8,141$454.5K0.1%CoreMediumFindlay, OH2026-10-13
Visionary Wealth Advisors
7,993$446.3K0.0%ETFLowO'Fallon, IL2026-11-04
Monument Capital Management
7,891$440.6K0.1%GARPHighAlexandria, VA2026-10-09
Clarity Wealth Advisors, LLC
7,700$429.9K0.1%ETFVery LowSan Jose, CA2026-10-21
SeaCrest Wealth Management, LLC
7,582$423.3K0.0%GrowthLowPurchase, NY2026-10-21
Pennsylvania Capital Management Inc
7,466$416.8K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Capital Investment Advisory Services, LLC
7,449$415.9K0.0%CoreMediumRaleigh, NC2026-10-30
Saxony Capital Management, LLC
7,360$410.9K0.2%ETFMediumSt. Louis, MO2026-10-15
Daymark Wealth Partners, LLC
7,086$395.6K0.0%CoreLowCincinnati, OH2026-11-04
Summit Wealth Group LLC / Co
6,955$388.3K0.0%ETFHighColorado Springs, CO2026-10-29
Northwest Financial Advisors
6,863$383.1K0.1%ETFLowHerndon, VA2026-10-27
Herbst Group, LLC
6,760$377.4K0.2%GrowthHighWestport, CT2026-10-20
Lanark Financial, Inc.
6,600$368.5K0.0%CoreMediumBirmingham, AL2026-10-26
Summit Asset Management, LLC
6,551$365.7K0.0%ETFLowMemphis, TN2026-11-05
Accurate Wealth Management, LLC
6,216$350.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Cypress Wealth Services, LLC
6,193$348.9K0.0%ETFLowPalm Desert, CA2026-10-21
Blue Trust, Inc.
6,151$343.4K0.0%ETFLowBrentwood, TN2026-10-15
Laurel OAK Wealth Management, LLC
6,102$340.7K0.0%GrowthLowMarlton, NJ2026-10-19
StoneX Group Inc.
6,086$339.8K0.0%ETFMediumNew York, NY2026-11-03
SeedSafe Financial LLC
6,021$336.2K0.2%ETFVery LowAustin, TX2026-11-02
Benchmark Financial Wealth Advisors, LLC
5,972$333.4K0.1%ETFLowBoca Raton, FL2026-10-20
Regatta Capital Group, LLC
5,755$321.3K0.0%ETFLowEl Segundo, CA2026-10-23
Argyle Capital Partners, LLC
5,666$316.3K0.2%CoreLowLos Angeles, CA2026-10-23
Oak Barrel Wealth Advisory LLC
5,217$291.3K0.1%ETFN/AReston, VA2026-11-05
Kercheville Advisors, LLC
5,120$285.9K0.1%GrowthMediumSan Antonio, TX2026-10-19
EdgeRock Capital LLC
5,113$285.5K0.1%ETFLowDenver, CO2026-11-03
Entrewealth, LLC
5,080$283.6K0.1%ETFLowAustin, TX2026-10-14
Brighton Jones LLC
5,025$280.5K0.0%CoreVery LowSeattle, WA2026-11-03
International Assets Investment Management, LLC
4,994$277.3K0.0%CoreVery HighOrlando, FL2026-11-02
VestGen Advisors, LLC
4,911$274.2K0.0%GrowthMediumChicago, IL2026-10-27
Focused Alpha, LLC
4,783$267.0K0.1%CoreMediumDenver, CO2026-10-20
Ignite Planners, LLC
4,651$259.7K0.0%CoreLowSan Clemente, CA2026-10-14
Dahring | Cusmano LLC
4,367$243.8K0.1%ETFLowNovi, MI2026-11-03
Total Clarity Wealth Management, Inc.
4,345$242.6K0.0%ETFMediumSt. Charles, IL2026-10-26
Creative Planning
4,303$240.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Tectonic Advisors LLC
4,225$235.9K0.0%YieldLowFrisco, TX2026-10-22
First Business Financial Services, Inc.
4,076$227.6K0.0%ETFVery LowMadison, WI2026-10-29
Sentinel Advisory Group, LLC
4,057$226.5K0.1%ETFVery LowMiddleton, WI2026-10-20
Alessandra Capital Management, LLC
3,975$221.9K0.2%CoreMediumTorrance, CA2026-10-30
Patriot Financial Group Insurance Agency, LLC
3,900$217.8K0.0%GrowthLowWalpole, MA2026-10-14
Richards, Merrill & Peterson, Inc.
3,840$214.4K0.1%GrowthLowSpokane, WA2026-10-19
Physician Wealth Advisors, Inc.
3,700$206.6K0.0%ETFMediumMidvale, UT2026-10-20
Wealth Enhancement Trust Services, Inc.
3,566$199.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
GGM Financial LLC
3,323$185.5K0.1%ETFMediumColumbus, OH2026-11-05
Larson Financial Group LLC
2,788$155.7K0.0%GrowthLowSt Louis, MO2026-11-05
Essential Investment Partners LLC
2,644$147.6K0.1%GrowthLowEnglewood, CO2026-10-27
Activest Wealth Management
2,200$122.8K0.0%ETFLowAventura, FL2026-10-15
Miller Global Investments, LLC
2,000$111.7K0.1%ValueMediumDallas, TX2026-10-02
Redwood Park Advisors LLC
1,098$61.3K0.0%ETFVery LowRedwood City, CA2026-11-02
Western Pacific Wealth Management, LP
874$48.8K0.0%GrowthLowLake Forest, IL2026-10-16
Gilpin Wealth Management, LLC
779$43.5K0.0%GrowthLowDenver, CO2026-10-09
CoreCap Advisors, LLC
772$43.1K0.0%ETFMediumSouthfield, MI2026-10-08
Manchester Capital Management LLC
576$32.2K0.0%CoreLowManchester, VT2026-10-22
Wolff Wiese Magana LLC
507$28.3K0.0%GrowthLowCarslbad, CA2026-10-15
Capital Advisors, Ltd. LLC
359$20.0K0.0%ETFLowShaker Heights, OH2026-10-27
IFP Advisors, Inc
347$19.4K0.0%GrowthLowTampa, FL2026-10-16
Rossby Financial, LCC
300$16.7K0.0%ETFMediumMelbourne, FL2026-11-05
Birchbrook, Inc.
290$16.2K0.0%ETFLowBangor, ME2026-10-14
Planning Strategies Inc.
239$13.3K0.0%ETFN/ALancaster, PA2026-10-02
Allspring Global Investments Holdings, LLC
235$13.1K0.0%CoreMediumCharlotte, NC2026-11-04
Center for Financial Planning, Inc.
188$10.5K0.0%ETFLowSouthfied, MI2026-10-26
Silver Grove Financial Group, Inc.
119$6.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Madden Securities Corp
100$5.6K0.0%GrowthMediumDallas, TX2026-10-27
Signaturefd, LLC
97$5.4K0.0%IndexLowAtlanta, GA2026-10-23
Noble Wealth Management PBC
80$4.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Assetmark, Inc
56$3.1K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
53$3.0K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Independent Advisors
50$2.8K0.0%ETFLowDallas, TX2026-11-03
Triumph Capital Management
50$2.8K0.0%ETFMediumDenver, CO2026-10-14
Aspect Partners, LLC
20$1.1K0.0%ETFMediumFairfax, VA2026-10-20
Dhjj Financial Advisors, Ltd.
2$1120.0%ETFVery LowNaperville, IL2026-10-23