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Harbor Commodity All Weather (HGER)

CUSIP: 41151J505 | NYSE | 342 institutional holders

Quarters

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

New Harbor Financial Group, LLC1,269,762
6.7% of portfolio›$44.8M
3Edge Asset Management, LP1,181,470
1.8% of portfolio›$41.7M
Horizon Advisory Services, Inc.1,144,638
15.3% of portfolio›$40.4M
Assetmark, Inc1,099,784
0.1% of portfolio›$38.8M
Commonwealth Equity Services, LLC1,038,351
0.0% of portfolio›$36.6M
Central Trust Co946,215
0.6% of portfolio›$33.4M
Sowa Financial Group, Inc.753,698
18.2% of portfolio›$26.6M
Aprio Wealth Management, LLC739,294
1.2% of portfolio›$26.1M
Inspirion Wealth Advisors, LLC685,113
2.7% of portfolio›$24.2M
Ellsworth Advisors, LLC675,656
3.8% of portfolio›$23.8M
Advisor OS, LLC575,209
1.3% of portfolio›$20.3M
Compound Planning, Inc.534,578
0.5% of portfolio›$18.8M
Cornerstone Wealth Group, LLC434,243
0.9% of portfolio›$15.3M
Resonant Capital Advisors, LLC431,048
0.7% of portfolio›$15.2M
D.A. Davidson & Co.404,763
0.1% of portfolio›$14.3M
VestGen Advisors, LLC380,116
0.4% of portfolio›$13.4M
Choice Wealth Advisors LLC379,159
4.6% of portfolio›$13.4M
Cambridge Investment Research Advisors, Inc.376,341
0.1% of portfolio›$13.3M
Private Client Services, LLC358,070
3.4% of portfolio›$12.6M
Blue Trust, Inc.355,573
0.1% of portfolio›$12.5M
Oppenheimer & Co Inc349,590
0.1% of portfolio›$12.3M
Sunrise Financial Services, LLC347,126
6.8% of portfolio›$12.2M
Weil Company, Inc.346,306
2.1% of portfolio›$12.2M
Northcape Wealth Management, LLC335,417
3.1% of portfolio›$11.8M
Persium Advisors, LLC320,806
5.9% of portfolio›$11.3M
Guided Capital Wealth Management, LLC307,151
6.3% of portfolio›$10.8M
Csenge Advisory Group280,159
0.4% of portfolio›$9.9M
MBL Wealth, LLC271,212
0.6% of portfolio›$9.6M
Cooper Financial Group270,878
0.8% of portfolio›$9.6M
tru Independence LLC239,625
3.6% of portfolio›$8.4M
Encompass More Asset Management222,098
1.1% of portfolio›$7.8M
Nvwm, LLC214,596
1.4% of portfolio›$7.6M
Bank of New York Mellon Corp205,150
0.0% of portfolio›$7.2M
Nvest Wealth Strategies, Inc.203,595
5.2% of portfolio›$7.2M
Archford Capital Strategies, LLC201,338
0.7% of portfolio›$7.1M
Wealth Enhancement Advisory Services, LLC192,147
0.0% of portfolio›$7.0M
Planned Solutions, Inc.181,764
1.8% of portfolio›$6.4M
Axxcess Wealth Management, LLC181,236
0.3% of portfolio›$6.4M
Kestra Advisory Services, LLC178,634
0.0% of portfolio›$6.3M
Truist Financial Corp170,042
0.0% of portfolio›$6.0M
Great Diamond Partners, LLC163,064
1.0% of portfolio›$5.7M
IFP Advisors, Inc149,774
0.1% of portfolio›$5.3M
Platform Technology Partners148,702
0.8% of portfolio›$5.2M
Atria Investments, Inc148,258
0.1% of portfolio›$5.2M
Twelve Points Wealth Management LLC146,093
1.0% of portfolio›$5.2M
Echo45 Advisors LLC137,203
2.2% of portfolio›$4.8M
SFG Wealth Management, Llc.134,562
1.7% of portfolio›$4.7M
Visionary Wealth Advisors133,594
0.2% of portfolio›$4.7M
Vise Technologies, Inc.106,643
0.0% of portfolio›$3.8M
Meridian Wealth Management, LLC103,680
0.1% of portfolio›$3.7M
Courier Capital LLC101,802
0.2% of portfolio›$3.6M
Moneco Advisors, LLC100,657
0.2% of portfolio›$3.5M
MassMutual Private Wealth & Trust, FSB91,005
0.1% of portfolio›$3.2M
Randall & Associates Wealth Management90,251
1.9% of portfolio›$3.2M
SAX Wealth Advisors, LLC89,191
0.1% of portfolio›$3.1M
Signal Advisors Wealth, LLC85,874
0.1% of portfolio›$3.0M
Nations Financial Group Inc,81,185
0.1% of portfolio›$2.9M
Exchange Traded Concepts, LLC80,611
0.0% of portfolio›$2.8M
Worth Financial Advisory Group, LLC80,210
1.2% of portfolio›$2.8M
Harbor Investment Advisory, LLC76,542
0.2% of portfolio›$2.7M
Vicus Capital74,135
0.2% of portfolio›$2.6M
Flynn Zito Capital Management, LLC73,327
0.7% of portfolio›$2.6M
Parr Mcknight Wealth Management Group, LLC73,240
0.3% of portfolio›$2.6M
Milestones Private Investment Advisors LLC70,708
2.0% of portfolio›$2.5M
Trust Co of Toledo NA67,937
0.2% of portfolio›$2.4M
Kathmere Capital Management, LLC64,835
0.1% of portfolio›$2.3M
KWB Wealth59,646
0.2% of portfolio›$2.1M
Vavra Capital Management, LLC58,138
1.8% of portfolio›$2.0M
Embree Financial Group57,746
0.2% of portfolio›$2.0M
Marshall & Sterling Wealth Advisors Inc.55,185
1.1% of portfolio›$1.9M
Eagle Strategies LLC51,257
0.2% of portfolio›$1.8M
Greenwood Capital Associates LLC49,052
0.2% of portfolio›$1.7M
Outlook Wealth Advisors, LLC48,338
0.4% of portfolio›$1.7M
Simon Quick Advisors, LLC45,448
0.1% of portfolio›$1.6M
Portside Wealth Group, LLC43,536
0.2% of portfolio›$1.5M
Ackerman Capital Advisors, LLC38,536
0.3% of portfolio›$1.4M
MMA Asset Management LLC38,480
0.4% of portfolio›$1.4M
Lake Street Private Wealth, LLC38,367
0.1% of portfolio›$1.4M
Cyndeo Wealth Partners, LLC36,852
0.1% of portfolio›$1.3M
Worth Asset Management, LLC35,695
0.4% of portfolio›$1.3M
4J Wealth Management LLC35,392
0.6% of portfolio›$1.2M
Fifth Third Bancorp35,340
0.0% of portfolio›$1.2M
Virtue Capital Management, LLC34,556
0.2% of portfolio›$1.2M
Genesis Private Wealth, LLC32,342
0.3% of portfolio›$1.1M
Kestra Private Wealth Services, LLC32,137
0.0% of portfolio›$1.1M
Balboa Wealth Partners29,764
0.1% of portfolio›$1.0M
Concurrent Investment Advisors, LLC29,226
0.0% of portfolio›$1.0M
Prospera Financial Services Inc26,069
0.0% of portfolio›$927.5K
Certior Financial Group, LLC25,590
0.5% of portfolio›$902.3K
Farther Finance Advisors, LLC24,790
0.0% of portfolio›$874.1K
Financial Management Network Inc24,432
0.1% of portfolio›$862.2K
Richmond Investment Services, LLC24,389
0.3% of portfolio›$860.0K
Sheets Smith Wealth Management22,789
0.1% of portfolio›$803.5K
MGO One Seven LLC21,875
0.0% of portfolio›$771.3K
Ballew Advisors, Inc19,957
0.3% of portfolio›$704.3K
Alliance Wealth Advisors, LLC19,934
0.1% of portfolio›$702.9K
Avidian Wealth Enterprises, LLC19,157
0.0% of portfolio›$675.5K
Apollon Wealth Management, LLC19,133
0.0% of portfolio›$674.6K
Trademark Financial Management, LLC18,231
0.3% of portfolio›$642.8K
CGN Advisors LLC16,233
0.0% of portfolio›$572.4K
WBI Investments, LLC15,536
0.1% of portfolio›$547.8K
Formidable Asset Management, LLC15,097
0.1% of portfolio›$442.9K
Fragasso Financial Advisors Inc15,086
0.0% of portfolio›$541.6K
Belvedere Trading LLC13,643
0.0% of portfolio›$481.1K
Almanack Investment Partners, Llc.13,632
0.1% of portfolio›$480.7K
Omni 360 Wealth, Inc.12,320
0.2% of portfolio›$434.4K
Focused Alpha, LLC11,358
0.1% of portfolio›$400.5K
Aufman Associates Inc11,069
0.2% of portfolio›$390.3K
Stokes Capital Advisors, LLC10,811
0.1% of portfolio›$381.2K
Valen Private Capital, LLC9,855
0.1% of portfolio›$347.5K
Matrix Trust Co9,712
0.0% of portfolio›$342
Third View Private Wealth, LLC9,225
0.0% of portfolio›$325.3K
Private Trust Co NA8,887
0.0% of portfolio›$313.4K
Harbor Capital Advisors, Inc.8,791
0.1% of portfolio›$310.0K
Eastern Bank8,678
0.0% of portfolio›$306.0K
Primoris Wealth Advisors, LLC8,500
0.1% of portfolio›$299.7K
Family Office Research LLC8,128
0.1% of portfolio›$286.6K
Englebert Financial Advisers, LLC7,623
0.3% of portfolio›$268.8K
Financial Network Wealth Advisors LLC7,442
0.3% of portfolio›$262.4K
M Holdings Securities, Inc.7,188
0.1% of portfolio›$253.0K
Partners Wealth Management, LLC7,105
0.0% of portfolio›$250.5K
Cookson Peirce & Co Inc6,916
0.0% of portfolio›$243.9K
Upper Left Wealth Management, LLC6,800
0.1% of portfolio›$239.8K
Verus Capital Partners, LLC6,222
0.0% of portfolio›$219.4K
Hennion & Walsh Asset Management, Inc.6,027
0.0% of portfolio›$212.5K
Ashton Thomas Private Wealth, LLC5,913
0.0% of portfolio›$208.5K
Birchwood Financial Partners, Inc.5,471
0.1% of portfolio›$192.9K
NBH Bank3,260
0.0% of portfolio›$114.9K
Adirondack Trust Co3,189
0.0% of portfolio›$112.4K
US Bancorp \de\2,872
0.0% of portfolio›$101.3K
Westside Investment Management, Inc.1,900
0.0% of portfolio›$67.0K
Mather Group, Llc.1,212
0.0% of portfolio›$42.7K
Acumen Wealth Advisors, LLC858
0.0% of portfolio›$30.3K
EverSource Wealth Advisors, LLC646
0.0% of portfolio›$22.8K
Asset Dedication, LLC573
0.0% of portfolio›$20.2K
Center for Financial Planning, Inc.537
0.0% of portfolio›$18.9K
Old Second National Bank of Aurora455
0.0% of portfolio›$16.0K
Pinnacle Bancorp, Inc.443
0.0% of portfolio›$15.6K
GK Wealth Management LLC356
0.0% of portfolio›$12.6K
Creative Financial Designs Inc342
0.0% of portfolio›$12.1K
Highline Wealth Partners LLC300
0.0% of portfolio›$10.6K
Jnba Financial Advisors294
0.0% of portfolio›$10.4K
Team Financial Group, LLC197
0.0% of portfolio›$6.9K
Lloyd Advisory Services, Llc.153
0.0% of portfolio›$5.4K
Triumph Capital Management100
0.0% of portfolio›$3.5K
Parallel Advisors, LLC98
0.0% of portfolio›$3.5K
Buck Wealth Strategies, LLC79
0.0% of portfolio›$2.8K
Root Financial Partners, LLC60
0.0% of portfolio›$2.1K
Signature Resources Capital Management, LLC46
0.0% of portfolio›$1.6K
TD Private Client Wealth LLC41
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
New Harbor Financial Group, LLC
1,269,762$44.8M6.7%ETFMediumWorcester, MA2026-10-22
3Edge Asset Management, LP
1,181,470$41.7M1.8%ETFMediumNaples, FL2026-10-30
Horizon Advisory Services, Inc.
1,144,638$40.4M15.3%ETFMediumWest Henrietta, NY2026-10-29
Assetmark, Inc
1,099,784$38.8M0.1%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
1,038,351$36.6M0.0%ETFLowWaltham, MA2026-11-02
Central Trust Co
946,215$33.4M0.6%CoreLowJefferson City, MO2026-11-05
Sowa Financial Group, Inc.
753,698$26.6M18.2%ETFLowLincoln, RI2026-10-26
Aprio Wealth Management, LLC
739,294$26.1M1.2%ETFMediumAtlanta, GA2026-10-28
Inspirion Wealth Advisors, LLC
685,113$24.2M2.7%ETFMediumLibertyville, IL2026-10-09
Ellsworth Advisors, LLC
675,656$23.8M3.8%GARPHighHudson, OH2026-10-15
Advisor OS, LLC
575,209$20.3M1.3%ETFMediumChicago, IL2026-11-03
Compound Planning, Inc.
534,578$18.8M0.5%CoreLowNew York, NY2026-11-05
Cornerstone Wealth Group, LLC
434,243$15.3M0.9%CoreMediumHuntersville, NC2026-11-02
Resonant Capital Advisors, LLC
431,048$15.2M0.7%ETFLowMadison, WI2026-10-15
D.A. Davidson & Co.
404,763$14.3M0.1%CoreLowGreat Falls, MT2026-10-28
VestGen Advisors, LLC
380,116$13.4M0.4%GrowthMediumChicago, IL2026-10-27
Choice Wealth Advisors LLC
379,159$13.4M4.6%ETFMediumWaterville, ME2026-10-16
Cambridge Investment Research Advisors, Inc.
376,341$13.3M0.1%ETFLowFairfield, IA2026-11-02
Private Client Services, LLC
358,070$12.6M3.4%ETFMediumLouisville, KY2026-10-02
Blue Trust, Inc.
355,573$12.5M0.1%ETFLowBrentwood, TN2026-10-15
Oppenheimer & Co Inc
349,590$12.3M0.1%CoreLowNew York, NY2026-10-26
Sunrise Financial Services, LLC
347,126$12.2M6.8%ETFMediumBurien, WA2026-10-21
Weil Company, Inc.
346,306$12.2M2.1%ETFLowSan Diego, CA2026-10-14
Northcape Wealth Management, LLC
335,417$11.8M3.1%CoreLowWilliamsville, NY2026-11-04
Persium Advisors, LLC
320,806$11.3M5.9%ETFLowAtlanta, GA2026-10-07
Guided Capital Wealth Management, LLC
307,151$10.8M6.3%ETFMediumHouston, TX2026-10-21
Csenge Advisory Group
280,159$9.9M0.4%ETFMediumClearwater, FL2026-11-04
MBL Wealth, LLC
271,212$9.6M0.6%ETFLowCharlotte, NC2026-10-22
Cooper Financial Group
270,878$9.6M0.8%GrowthMediumIrvine, CA2026-10-07
tru Independence LLC
239,625$8.4M3.6%ETFLowPortland, OR2026-10-20
Encompass More Asset Management
222,098$7.8M1.1%ETFHighDanville, CA2026-10-16
Nvwm, LLC
214,596$7.6M1.4%GrowthMediumYardley, PA2026-10-14
Bank of New York Mellon Corp
205,150$7.2M0.0%CoreLowNew York, NY2026-11-05
Nvest Wealth Strategies, Inc.
203,595$7.2M5.2%ETFVery LowPowell, OH2026-10-14
Archford Capital Strategies, LLC
201,338$7.1M0.7%GrowthMediumSwansea, IL2026-10-19
Wealth Enhancement Advisory Services, LLC
192,147$7.0M0.0%CoreLowPlymouth, MN2026-10-13
Planned Solutions, Inc.
181,764$6.4M1.8%ETFLowFolsom, CA2026-10-19
Axxcess Wealth Management, LLC
181,236$6.4M0.3%CoreLowCarlsbad, CA2026-10-21
Kestra Advisory Services, LLC
178,634$6.3M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
170,042$6.0M0.0%CoreLowCharlotte, NC2026-10-30
Great Diamond Partners, LLC
163,064$5.7M1.0%CoreMediumPortland, ME2026-10-13
IFP Advisors, Inc
149,774$5.3M0.1%GrowthLowTampa, FL2026-10-16
Platform Technology Partners
148,702$5.2M0.8%CoreVery LowLocust Valley, NY2026-11-02
Atria Investments, Inc
148,258$5.2M0.1%CoreMediumCharlotte, NC2026-10-15
Twelve Points Wealth Management LLC
146,093$5.2M1.0%ETFMediumConcord, MA2026-11-03
Echo45 Advisors LLC
137,203$4.8M2.2%ETFLowWalnut Creek, CA2026-10-07
SFG Wealth Management, Llc.
134,562$4.7M1.7%ETFMediumTowson, MD2026-10-23
Visionary Wealth Advisors
133,594$4.7M0.2%ETFLowO'Fallon, IL2026-11-04
Vise Technologies, Inc.
106,643$3.8M0.0%IndexLowNew York, NY2026-10-29
Meridian Wealth Management, LLC
103,680$3.7M0.1%GrowthLowLexington, KY2026-11-05
Courier Capital LLC
101,802$3.6M0.2%ETFLowBuffalo, NY2026-10-19
Moneco Advisors, LLC
100,657$3.5M0.2%ETFLowFairfield, CT2026-11-05
MassMutual Private Wealth & Trust, FSB
91,005$3.2M0.1%CoreLowSpringfield, MA2026-10-05
Randall & Associates Wealth Management
90,251$3.2M1.9%ETFMediumButler, PA2026-10-20
SAX Wealth Advisors, LLC
89,191$3.1M0.1%ETFVery LowParsippany, NJ2026-10-13
Signal Advisors Wealth, LLC
85,874$3.0M0.1%ETFLowDetroit, MI2026-10-13
Nations Financial Group Inc,
81,185$2.9M0.1%CoreLowCedar Rapids, IA2026-11-05
Exchange Traded Concepts, LLC
80,611$2.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Worth Financial Advisory Group, LLC
80,210$2.8M1.2%GrowthVery LowCharlotte, NC2026-10-19
Harbor Investment Advisory, LLC
76,542$2.7M0.2%GrowthLowLutherville, MD2026-10-13
Vicus Capital
74,135$2.6M0.2%ETFMediumState College, PA2026-11-05
Flynn Zito Capital Management, LLC
73,327$2.6M0.7%ETFLowGarden City, NY2026-11-04
Parr Mcknight Wealth Management Group, LLC
73,240$2.6M0.3%CoreMediumMinneapolis, MN2026-10-30
Milestones Private Investment Advisors LLC
70,708$2.5M2.0%ETFMediumFairport, NY2026-10-19
Trust Co of Toledo NA
67,937$2.4M0.2%GrowthVery LowHolland, OH2026-10-16
Kathmere Capital Management, LLC
64,835$2.3M0.1%ETFLowWayne, PA2026-10-20
KWB Wealth
59,646$2.1M0.2%ETFMediumRedlands, CA2026-10-16
Vavra Capital Management, LLC
58,138$2.0M1.8%ETFLowCollegeville, PA2026-10-14
Embree Financial Group
57,746$2.0M0.2%ETFLowChicago, IL2026-10-22
Marshall & Sterling Wealth Advisors Inc.
55,185$1.9M1.1%ETFMediumPoughkeepsie, NY2026-10-28
Eagle Strategies LLC
51,257$1.8M0.2%ETFLowNew York, NY2026-10-16
Greenwood Capital Associates LLC
49,052$1.7M0.2%CoreMediumGreenwood, SC2026-10-27
Outlook Wealth Advisors, LLC
48,338$1.7M0.4%ETFMediumShenandoah, TX2026-10-28
Simon Quick Advisors, LLC
45,448$1.6M0.1%ETFLowMorristown, NJ2026-10-26
Portside Wealth Group, LLC
43,536$1.5M0.2%CoreMediumProvo, UT2026-10-20
Ackerman Capital Advisors, LLC
38,536$1.4M0.3%ETFLowDallas, TX2026-10-30
MMA Asset Management LLC
38,480$1.4M0.4%ETFMediumNew York, NY2026-11-02
Lake Street Private Wealth, LLC
38,367$1.4M0.1%GrowthLowChicago, IL2026-10-22
Cyndeo Wealth Partners, LLC
36,852$1.3M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Worth Asset Management, LLC
35,695$1.3M0.4%ETFHighDallas, TX2026-10-07
4J Wealth Management LLC
35,392$1.2M0.6%ETFMediumMclean, VA2026-11-02
Fifth Third Bancorp
35,340$1.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Virtue Capital Management, LLC
34,556$1.2M0.2%GrowthHighBrentwood, TN2026-10-29
Genesis Private Wealth, LLC
32,342$1.1M0.3%ETFLowAshburn, VA2026-11-02
Kestra Private Wealth Services, LLC
32,137$1.1M0.0%GrowthLowAustin, TX2026-10-30
Balboa Wealth Partners
29,764$1.0M0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Concurrent Investment Advisors, LLC
29,226$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Prospera Financial Services Inc
26,069$927.5K0.0%CoreMediumDallas, TX2026-11-04
Certior Financial Group, LLC
25,590$902.3K0.5%ETFMediumKing Of Prussia, PA2026-10-19
Farther Finance Advisors, LLC
24,790$874.1K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Management Network Inc
24,432$862.2K0.1%ETFLowMission Viejo, CA2026-10-09
Richmond Investment Services, LLC
24,389$860.0K0.3%ETFLowMequon, WI2026-10-29
Sheets Smith Wealth Management
22,789$803.5K0.1%CoreLowWinston-Salem, NC2026-10-16
MGO One Seven LLC
21,875$771.3K0.0%GrowthLowBeachwood, OH2026-10-28
Ballew Advisors, Inc
19,957$704.3K0.3%ETFLowJackson, MS2026-10-05
Alliance Wealth Advisors, LLC
19,934$702.9K0.1%ETFHighCenterville, UT2026-10-28
Avidian Wealth Enterprises, LLC
19,157$675.5K0.0%ETFLowHouston, TX2026-10-08
Apollon Wealth Management, LLC
19,133$674.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Trademark Financial Management, LLC
18,231$642.8K0.3%ETFMediumBloomington, MN2026-10-23
CGN Advisors LLC
16,233$572.4K0.0%ETFLowManhattan, KS2026-10-21
WBI Investments, LLC
15,536$547.8K0.1%ValueVery HighRed Bank, NJ2026-11-05
Formidable Asset Management, LLC
15,097$442.9K0.1%CoreLowCincinnati, OH2026-11-03
Fragasso Financial Advisors Inc
15,086$541.6K0.0%ETFLowSewickley, PA2026-10-13
Belvedere Trading LLC
13,643$481.1K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Almanack Investment Partners, Llc.
13,632$480.7K0.1%ETFMediumNewtown Square, PA2026-11-03
Omni 360 Wealth, Inc.
12,320$434.4K0.2%ETFLowPlainsboro, NJ2026-10-13
Focused Alpha, LLC
11,358$400.5K0.1%CoreMediumDenver, CO2026-10-20
Aufman Associates Inc
11,069$390.3K0.2%ETFVery LowSewickley, PA2026-11-04
Stokes Capital Advisors, LLC
10,811$381.2K0.1%CoreMediumGreenwood, SC2026-10-09
Valen Private Capital, LLC
9,855$347.5K0.1%ETFN/APaoli, PA2026-10-23
Matrix Trust Co
9,712$3420.0%ETFLowDenver, CO2026-10-07
Third View Private Wealth, LLC
9,225$325.3K0.0%GrowthLowWestport, CT2026-10-30
Private Trust Co NA
8,887$313.4K0.0%CoreLowCleveland, OH2026-10-20
Harbor Capital Advisors, Inc.
8,791$310.0K0.1%ValueHighChicago, IL2026-10-22
Eastern Bank
8,678$306.0K0.0%GrowthMediumBoston, MA2026-10-05
Primoris Wealth Advisors, LLC
8,500$299.7K0.1%GrowthMediumNorth Palm Beach, FL2026-10-28
Family Office Research LLC
8,128$286.6K0.1%ETFLowBethesda, MD2026-10-14
Englebert Financial Advisers, LLC
7,623$268.8K0.3%ETFMediumAllentown, PA2026-10-20
Financial Network Wealth Advisors LLC
7,442$262.4K0.3%ETFLowMurray, UT2026-10-28
M Holdings Securities, Inc.
7,188$253.0K0.1%ETFHighPortland, OR2026-11-03
Partners Wealth Management, LLC
7,105$250.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Cookson Peirce & Co Inc
6,916$243.9K0.0%GrowthHighPittsburgh, PA2026-10-30
Upper Left Wealth Management, LLC
6,800$239.8K0.1%ETFMediumTampa, FL2026-10-14
Verus Capital Partners, LLC
6,222$219.4K0.0%GrowthLowScottsdale, AZ2026-11-03
Hennion & Walsh Asset Management, Inc.
6,027$212.5K0.0%ValueMediumParsippany, NJ2026-10-13
Ashton Thomas Private Wealth, LLC
5,913$208.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Birchwood Financial Partners, Inc.
5,471$192.9K0.1%ETFVery LowBloomington, MN2026-11-02
NBH Bank
3,260$114.9K0.0%CoreN/AGreenwood Village, CO2026-11-05
Adirondack Trust Co
3,189$112.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
US Bancorp \de\
2,872$101.3K0.0%IndexLowMinneapolis, MN2026-11-05
Westside Investment Management, Inc.
1,900$67.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Mather Group, Llc.
1,212$42.7K0.0%ETFMediumChicago, IL2026-10-14
Acumen Wealth Advisors, LLC
858$30.3K0.0%GrowthHighChattanooga, TN2026-11-05
EverSource Wealth Advisors, LLC
646$22.8K0.0%CoreMediumBirmingham, AL2026-11-04
Asset Dedication, LLC
573$20.2K0.0%ETFLowSan Francisco, CA2026-11-03
Center for Financial Planning, Inc.
537$18.9K0.0%ETFLowSouthfied, MI2026-10-26
Old Second National Bank of Aurora
455$16.0K0.0%CoreLowAurora, IL2026-10-22
Pinnacle Bancorp, Inc.
443$15.6K0.0%CoreVery LowBeatrice, NE2026-10-21
GK Wealth Management LLC
356$12.6K0.0%GARPVery HighReno, NV2026-10-09
Creative Financial Designs Inc
342$12.1K0.0%ETFMediumKokomo, IN2026-11-04
Highline Wealth Partners LLC
300$10.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Jnba Financial Advisors
294$10.4K0.0%ETFMediumBloomington, MN2026-11-03
Team Financial Group, LLC
197$6.9K0.0%ETFLowTemecula, CA2026-10-30
Lloyd Advisory Services, Llc.
153$5.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Triumph Capital Management
100$3.5K0.0%ETFMediumDenver, CO2026-10-14
Parallel Advisors, LLC
98$3.5K0.0%IndexLowSan Francisco, CA2026-11-03
Buck Wealth Strategies, LLC
79$2.8K0.0%ValueMediumDenver, CO2026-10-28
Root Financial Partners, LLC
60$2.1K0.0%ETFMediumEncinitas, CA2026-10-21
Signature Resources Capital Management, LLC
46$1.6K0.0%ETFLowNewport Beach, CA2026-10-16
TD Private Client Wealth LLC
41$1.4K0.0%ETFLowNew York, NY2026-10-28