IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPMorgan INT RES ENH Eqty (JIRE)

CUSIP: 46641Q134 | NYSE | 515 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Eastern Bank2,350,566
2.9% of portfolio›$193.1M
Factory Mutual Insurance Co1,671,130
1.2% of portfolio›$137.3M
Lido Advisors, LLC1,656,574
0.3% of portfolio›$136.1M
Commonwealth Equity Services, LLC1,655,158
0.2% of portfolio›$136.0M
Assetmark, Inc1,321,342
0.2% of portfolio›$108.6M
Sagespring Wealth Partners, LLC1,280,005
1.6% of portfolio›$105.2M
Hughes Financial Services, LLC952,799
10.0% of portfolio›$78.4M
Cliftonlarsonallen Wealth Advisors, LLC755,700
0.8% of portfolio›$62.1M
New England Professional Planning Group Inc.742,797
23.2% of portfolio›$61.0M
Richard P Slaughter Associates Inc641,488
10.4% of portfolio›$52.7M
Daymark Wealth Partners, LLC528,757
1.0% of portfolio›$43.4M
First Financial Bank - Trust Division515,711
3.1% of portfolio›$42.4M
Cutler Investment Counsel LLC497,617
3.9% of portfolio›$40.9M
Kelly Financial Group LLC465,234
8.8% of portfolio›$38.2M
Cambridge Investment Research Advisors, Inc.452,918
0.0% of portfolio›$37.2K
Grimes & Co Wealth Management, LLC415,932
0.8% of portfolio›$34.2M
SAX Wealth Advisors, LLC409,691
1.0% of portfolio›$33.7M
EdgeRock Capital LLC399,443
7.1% of portfolio›$32.8M
WealthPlan Investment Management, LLC395,866
1.6% of portfolio›$32.5M
Kendall Capital Management358,552
4.9% of portfolio›$29.5M
AlphaCore Capital LLC329,499
0.4% of portfolio›$27.1M
Southern Farm Bureau Life Insurance322,180
2.4% of portfolio›$26.4K
Choice Wealth Advisors LLC306,900
8.7% of portfolio›$25.2M
Badgley Phelps Wealth Managers, LLC284,668
0.4% of portfolio›$23.4M
Family Investment Center, Inc.243,629
3.3% of portfolio›$20.0M
Mascoma Wealth Management LLC233,655
3.5% of portfolio›$19.2M
Navigation Group, LLC226,039
3.7% of portfolio›$18.6M
Kestra Advisory Services, LLC225,669
0.1% of portfolio›$18.5M
MLG Wealth Management DBA Pine Grove Financial Group219,483
1.7% of portfolio›$18.0M
Valley Wealth Managers, Inc.202,895
0.9% of portfolio›$16.7M
Aprio Wealth Management, LLC201,282
0.8% of portfolio›$16.5M
Unique Wealth, LLC194,929
1.8% of portfolio›$16.0M
Bryant Woods Investment Advisors, LLC191,224
4.4% of portfolio›$15.7M
Fulton Bank, N.A.169,547
0.4% of portfolio›$13.9M
Smithbridge Asset Management Inc153,381
1.7% of portfolio›$12.6M
Greenwood Capital Associates LLC148,857
1.2% of portfolio›$12.2M
Apollon Wealth Management, LLC148,684
0.1% of portfolio›$12.2M
Park Avenue Securities LLC145,592
0.0% of portfolio›$12.0K
Galvin, Gaustad & Stein, LLC145,018
0.9% of portfolio›$11.9M
MN Wealth Advisors, LLC142,955
4.8% of portfolio›$11.7M
Perigon Wealth Management, LLC134,817
0.2% of portfolio›$11.1M
Sima Wealth Partners, LLC125,640
7.2% of portfolio›$10.3M
OpenArc Corporate Advisory, LLC121,016
0.1% of portfolio›$9.9M
First National Bank of Mount Dora, Trust Investment Services118,042
1.9% of portfolio›$9.7M
ARQ Wealth Advisors, LLC116,048
1.1% of portfolio›$9.5M
Wagner Wealth Management, LLC115,582
1.7% of portfolio›$9.5M
Base Wealth Management LLC108,573
4.0% of portfolio›$8.9M
Etesian Wealth Advisors, Inc.100,004
2.4% of portfolio›$8.2M
Davenport & Co LLC93,782
0.0% of portfolio›$7.7M
Centerline Wealth Advisors, LLC91,793
2.4% of portfolio›$7.5M
Merited Wealth, LLC87,598
5.0% of portfolio›$7.2M
Axxcess Wealth Management, LLC85,383
0.3% of portfolio›$7.0M
Leo Wealth, LLC77,978
1.4% of portfolio›$6.4M
Wealth Enhancement Advisory Services, LLC74,264
0.0% of portfolio›$6.0M
Sacks & Associates, LLC72,974
4.2% of portfolio›$6.0M
Ascent Group, LLC72,927
0.2% of portfolio›$6.0M
Newman Dignan & Sheerar, Inc.72,171
1.1% of portfolio›$5.9M
Mcdonald Partners LLC68,422
1.3% of portfolio›$5.6M
Cooper Financial Group67,578
0.4% of portfolio›$5.6M
WealthPLAN Partners, LLC66,102
1.0% of portfolio›$5.4M
Apella Capital, LLC65,747
0.1% of portfolio›$5.4M
Kaizen Financial Strategies62,803
2.0% of portfolio›$5.2M
Quantum Financial Planning Services, Inc.55,588
1.2% of portfolio›$4.6M
Ignite Planners, LLC50,024
0.5% of portfolio›$4.1M
WBH Advisory Inc48,235
0.3% of portfolio›$4.0M
Cedar Mountain Advisors, LLC47,041
0.7% of portfolio›$3.9M
Stevens Capital Partners42,606
0.6% of portfolio›$3.5M
Juncture Wealth Strategies, LLC40,940
0.9% of portfolio›$3.4M
Ascentis Independent Advisors39,154
0.2% of portfolio›$3.2M
Red Mountain Financial, LLC32,595
2.2% of portfolio›$2.7M
Independence Asset Advisors, LLC31,813
0.6% of portfolio›$2.6M
Purus Wealth Management, LLC31,454
0.7% of portfolio›$2.6M
IFP Advisors, Inc31,183
0.0% of portfolio›$2.6M
HBW Advisory Services LLC30,842
0.3% of portfolio›$2.5M
Sharkey, Howes & Javer29,287
0.3% of portfolio›$2.4M
Valicenti Advisory Services Inc29,210
0.0% of portfolio›$2.4K
Peck Wealth Management, LLC28,785
2.0% of portfolio›$2.4M
Elevation Wealth Management LLC28,607
1.6% of portfolio›$2.4M
MGO One Seven LLC28,398
0.0% of portfolio›$2.3M
HB Wealth Management, LLC28,058
0.0% of portfolio›$2.3M
Cyndeo Wealth Partners, LLC26,758
0.1% of portfolio›$2.2M
Atria Investments, Inc25,853
0.0% of portfolio›$2.1M
Parcion Private Wealth LLC25,482
0.1% of portfolio›$2.1M
First Bank & Trust25,451
0.3% of portfolio›$2.1M
Vise Technologies, Inc.25,061
0.0% of portfolio›$2.1M
MassMutual Private Wealth & Trust, FSB24,507
0.1% of portfolio›$2.0M
Nova Financial LLC23,973
0.8% of portfolio›$2.0M
Farther Finance Advisors, LLC21,419
0.0% of portfolio›$1.8M
Vestor Capital, LLC21,186
0.3% of portfolio›$4.1K
Saxony Capital Management, LLC20,559
0.7% of portfolio›$1.7M
Lane Brothers & Co Inc20,495
1.7% of portfolio›$1.7M
Lake Street Private Wealth, LLC20,433
0.2% of portfolio›$1.7M
Clear Creek Financial Management, LLC18,244
0.1% of portfolio›$1.5M
Balefire, LLC18,105
0.2% of portfolio›$1.5M
Lockerman Financial Group, Inc.17,834
2.1% of portfolio›$1.5M
3Chopt Investment Partners, LLC16,560
0.2% of portfolio›$1.4M
Harbor Investment Advisory, LLC15,909
0.1% of portfolio›$1.3M
Creative Financial Designs Inc15,771
0.1% of portfolio›$1.3M
Fermata Advisors, LLC15,357
0.2% of portfolio›$1.3M
D.A. Davidson & Co.14,877
0.0% of portfolio›$1.2M
AdvisorNet Financial, Inc13,909
0.1% of portfolio›$1.1M
Integras Partners LLC13,733
0.6% of portfolio›$1.1M
Cornerstone Wealth Management, LLC10,729
0.0% of portfolio›$881.5K
Firethorn Wealth Partners, LLC10,643
0.3% of portfolio›$874.4K
Boyer Financial Services, Inc.10,454
0.7% of portfolio›$858.9K
Sanchez Gaunt Capital Management, LLC10,451
0.5% of portfolio›$858.7K
Integrated Capital Management, LLC8,938
0.3% of portfolio›$734.4K
Emergent Wealth Advisors, LLC8,832
0.4% of portfolio›$725.6K
Concurrent Investment Advisors, LLC8,347
0.0% of portfolio›$685.8K
StoneX Group Inc.8,313
0.0% of portfolio›$683.0K
Fairvoy Private Wealth, LLC8,043
0.1% of portfolio›$660.8K
Creative Planning8,018
0.0% of portfolio›$658.8K
Carnegie Investment Counsel8,000
0.0% of portfolio›$657.3K
Private Trust Co NA7,790
0.1% of portfolio›$640.0K
Aegis Wealth Management, Inc.7,619
0.4% of portfolio›$626.0K
Truist Financial Corp7,543
0.0% of portfolio›$619.7K
Cardinal Point Capital Management ULC7,128
0.0% of portfolio›$585.6K
Kestra Private Wealth Services, LLC6,498
0.0% of portfolio›$533.9K
TFB Advisors LLC6,465
0.2% of portfolio›$531.2K
Financial Partners Group, Inc6,436
0.1% of portfolio›$528.8K
Sovran Advisors, LLC6,177
0.0% of portfolio›$508.4K
Kennedy Investment Group, Inc.6,032
0.2% of portfolio›$495.6K
PUREfi Wealth, LLC6,027
0.2% of portfolio›$495.1K
Phoenix Wealth Advisors5,995
0.2% of portfolio›$492.5K
Walkner Condon Financial Advisors LLC5,750
0.1% of portfolio›$472.4K
Windsor Capital Management, LLC5,280
0.1% of portfolio›$433.8K
Plan Group Financial, LLC4,990
0.1% of portfolio›$409.3K
Semus Wealth Partners LLC4,970
0.2% of portfolio›$408.3K
Prime Capital Investment Advisors, LLC4,968
0.0% of portfolio›$408.2K
Mayfair Advisory Group, LLC4,698
0.1% of portfolio›$386.0K
Cpwa, LLC4,616
0.4% of portfolio›$376.7K
Signal Advisors Wealth, LLC4,528
0.0% of portfolio›$372.0K
Patten Group, Inc.4,399
0.1% of portfolio›$361.4K
Goelzer Investment Management, Inc.4,343
0.0% of portfolio›$356.8K
Elm3 Financial Group, LLC3,839
0.2% of portfolio›$315.4K
XY Planning Network, Inc.3,610
0.0% of portfolio›$296.6K
Sterling Investment Counsel, LLC3,524
0.1% of portfolio›$289.5K
Whipplewood Advisors, LLC3,211
0.2% of portfolio›$263.8K
Putney Financial Group LLC3,154
0.2% of portfolio›$259.1K
Summit Wealth Group LLC / Co3,153
0.0% of portfolio›$259.1K
Shira Ridge Wealth Management3,107
0.1% of portfolio›$255.3K
Mission Wealth Management, LP2,995
0.0% of portfolio›$246.1K
Ledyard National Bank2,963
0.0% of portfolio›$243.4K
Allen Capital Group, LLC2,938
0.0% of portfolio›$241.4K
United Advisor Group, LLC2,923
0.0% of portfolio›$240.2K
Quadrant Private Wealth Management, LLC2,915
0.0% of portfolio›$239.5K
Genesis Private Wealth, LLC2,849
0.1% of portfolio›$234.0K
Tcfg Investment Advisors, LLC2,784
0.1% of portfolio›$226.4K
Jm2 Capital Inc.2,640
0.1% of portfolio›$216.9K
BAM Wealth Management, LLC2,637
0.1% of portfolio›$216.7K
Woodmont Investment Counsel LLC2,469
0.0% of portfolio›$202.9K
Quantify Chaos Advisors, LLC2,449
0.5% of portfolio›$201.2K
Capital Investment Advisory Services, LLC2,102
0.0% of portfolio›$173.8K
Root Financial Partners, LLC1,403
0.0% of portfolio›$115.3K
Cordgrass Capital Advisors, LLC1,216
0.0% of portfolio›$99.9K
StrongBox Wealth, LLC1,056
0.0% of portfolio›$86.8K
Ashton Thomas Securities, LLC995
0.0% of portfolio›$81.7K
GoalVest Advisory LLC865
0.0% of portfolio›$71.1K
Sunrise Financial Services, LLC650
0.0% of portfolio›$53.4K
Miller Global Investments, LLC505
0.0% of portfolio›$41.5K
Pinnacle Wealth Planning Services, Inc.500
0.0% of portfolio›$41.1K
Mather Group, Llc.422
0.0% of portfolio›$34.7K
Spire Wealth Management377
0.0% of portfolio›$31.0K
Citigroup Inc354
0.0% of portfolio›$29.1K
Register Financial Advisors LLC280
0.0% of portfolio›$23.0K
Asset Dedication, LLC223
0.0% of portfolio›$18.3K
Signature Equity Partners, LLC192
0.0% of portfolio›$15.8K
Richardson Financial Services Inc.176
0.0% of portfolio›$14.5K
Bare Financial Services, Inc154
0.0% of portfolio›$12.7K
Key Capital Management, Inc119
0.0% of portfolio›$9.8K
Parallel Advisors, LLC96
0.0% of portfolio›$7.9K
Golden State Wealth Management, LLC78
0.0% of portfolio›$6.4K
Pension & Wealth Management Advisors, Inc.68
0.0% of portfolio›$5.6K
Cullen T Bankers, Inc.58
0.0% of portfolio›$4.8K
Compass Financial Management LLC50
0.0% of portfolio›$4.1K
Abound Wealth Management47
0.0% of portfolio›$3.9K
Wilmington Savings Fund Society, FSB45
0.0% of portfolio›$3.7K
WPG Advisers, LLC37
0.0% of portfolio›$3.0K
Reap Financial Group, LLC32
0.0% of portfolio›$2.6K
Gamma Investing LLC27
0.0% of portfolio›$2.2K
Bell Investment Advisors, Inc26
0.0% of portfolio›$2.1K
Buck Wealth Strategies, LLC20
0.0% of portfolio›$1.6K
Latitude Advisors, LLC19
0.0% of portfolio›$1.6K
Cape Investment Advisory, Inc.11
0.0% of portfolio›$904
Trust Co of Vermont2
0.0% of portfolio›$164
StyleTurnoverLocationFiled
Eastern Bank
2,350,566$193.1M2.9%GrowthMediumBoston, MA2026-10-05
Factory Mutual Insurance Co
1,671,130$137.3M1.2%GrowthLowWaltham, MA2026-10-30
Lido Advisors, LLC
1,656,574$136.1M0.3%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
1,655,158$136.0M0.2%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
1,321,342$108.6M0.2%ETFLowConcord, CA2026-10-21
Sagespring Wealth Partners, LLC
1,280,005$105.2M1.6%ETFLowFranklin, TN2026-10-22
Hughes Financial Services, LLC
952,799$78.4M10.0%ETFLowHerndon, VA2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
755,700$62.1M0.8%ETFLowMinneapolis, MN2026-10-14
New England Professional Planning Group Inc.
742,797$61.0M23.2%ETFVery LowWesterly, RI2026-10-29
Richard P Slaughter Associates Inc
641,488$52.7M10.4%ETFMediumAustin, TX2026-10-13
Daymark Wealth Partners, LLC
528,757$43.4M1.0%CoreLowCincinnati, OH2026-11-04
First Financial Bank - Trust Division
515,711$42.4M3.1%CoreLowHamilton, OH2026-10-01
Cutler Investment Counsel LLC
497,617$40.9M3.9%CoreLowJacksonville, OR2026-10-28
Kelly Financial Group LLC
465,234$38.2M8.8%ETFLowWethersfield, CT2026-10-16
Cambridge Investment Research Advisors, Inc.
452,918$37.2K0.0%ETFLowFairfield, IA2026-11-02
Grimes & Co Wealth Management, LLC
415,932$34.2M0.8%CoreLowWestborough, MA2026-10-29
SAX Wealth Advisors, LLC
409,691$33.7M1.0%ETFVery LowParsippany, NJ2026-10-13
EdgeRock Capital LLC
399,443$32.8M7.1%ETFLowDenver, CO2026-11-03
WealthPlan Investment Management, LLC
395,866$32.5M1.6%GrowthMediumOmaha, NE2026-10-15
Kendall Capital Management
358,552$29.5M4.9%GARPLowRockville, MD2026-10-23
AlphaCore Capital LLC
329,499$27.1M0.4%ETFLowLa Jolla, CA2026-11-04
Southern Farm Bureau Life Insurance
322,180$26.4K2.4%ETFVery LowJackson, MS2026-10-15
Choice Wealth Advisors LLC
306,900$25.2M8.7%ETFMediumWaterville, ME2026-10-16
Badgley Phelps Wealth Managers, LLC
284,668$23.4M0.4%GrowthVery LowSeattle, WA2026-10-22
Family Investment Center, Inc.
243,629$20.0M3.3%ETFMediumSaint Joseph, MO2026-10-19
Mascoma Wealth Management LLC
233,655$19.2M3.5%ETFVery LowHanover, NH2026-10-23
Navigation Group, LLC
226,039$18.6M3.7%ETFVery LowRedwood City, CA2026-10-28
Kestra Advisory Services, LLC
225,669$18.5M0.1%CoreLowAustin, TX2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
219,483$18.0M1.7%ETFMediumWoodbury, MN2026-10-13
Valley Wealth Managers, Inc.
202,895$16.7M0.9%GARPMediumParamus, NJ2026-10-09
Aprio Wealth Management, LLC
201,282$16.5M0.8%ETFMediumAtlanta, GA2026-10-28
Unique Wealth, LLC
194,929$16.0M1.8%ETFMediumTampa, FL2026-10-16
Bryant Woods Investment Advisors, LLC
191,224$15.7M4.4%ETFLowGetzville, NY2026-10-26
Fulton Bank, N.A.
169,547$13.9M0.4%CoreLowLancaster, PA2026-10-14
Smithbridge Asset Management Inc
153,381$12.6M1.7%GrowthLowChadds Ford, PA2026-10-19
Greenwood Capital Associates LLC
148,857$12.2M1.2%CoreMediumGreenwood, SC2026-10-27
Apollon Wealth Management, LLC
148,684$12.2M0.1%GrowthLowMount Pleasant, SC2026-10-23
Park Avenue Securities LLC
145,592$12.0K0.0%ETFMediumNew York, NY2026-10-26
Galvin, Gaustad & Stein, LLC
145,018$11.9M0.9%CoreMediumScottsdale, AZ2026-10-08
MN Wealth Advisors, LLC
142,955$11.7M4.8%ETFMediumOverland Park, KS2026-10-23
Perigon Wealth Management, LLC
134,817$11.1M0.2%GrowthLowSan Francisco, CA2026-10-22
Sima Wealth Partners, LLC
125,640$10.3M7.2%ETFVery LowRichmond, VA2026-10-19
OpenArc Corporate Advisory, LLC
121,016$9.9M0.1%GrowthLowAtlanta, GA2026-10-21
First National Bank of Mount Dora, Trust Investment Services
118,042$9.7M1.9%CoreMediumMount Dora, FL2026-10-21
ARQ Wealth Advisors, LLC
116,048$9.5M1.1%ETFLowScottsdale, AZ2026-10-29
Wagner Wealth Management, LLC
115,582$9.5M1.7%ETFLowGreenville, SC2026-10-21
Base Wealth Management LLC
108,573$8.9M4.0%ETFMediumLakewood Ranch, FL2026-10-21
Etesian Wealth Advisors, Inc.
100,004$8.2M2.4%ETFLowWest Linn, OR2026-10-27
Davenport & Co LLC
93,782$7.7M0.0%CoreMediumRichmond, VA2026-10-14
Centerline Wealth Advisors, LLC
91,793$7.5M2.4%ETFHighLouisville, KY2026-10-15
Merited Wealth, LLC
87,598$7.2M5.0%ETFMediumNorth Bay Village, FL2026-10-13
Axxcess Wealth Management, LLC
85,383$7.0M0.3%CoreLowCarlsbad, CA2026-10-21
Leo Wealth, LLC
77,978$6.4M1.4%CoreLowHurst, TX2026-10-26
Wealth Enhancement Advisory Services, LLC
74,264$6.0M0.0%CoreLowPlymouth, MN2026-10-13
Sacks & Associates, LLC
72,974$6.0M4.2%ETFLowWarren, NJ2026-10-09
Ascent Group, LLC
72,927$6.0M0.2%CoreLowVirginia Beach, VA2026-10-30
Newman Dignan & Sheerar, Inc.
72,171$5.9M1.1%ETFLowProvidence, RI2026-10-21
Mcdonald Partners LLC
68,422$5.6M1.3%CoreLowCleveland, OH2026-11-03
Cooper Financial Group
67,578$5.6M0.4%GrowthMediumIrvine, CA2026-10-07
WealthPLAN Partners, LLC
66,102$5.4M1.0%CoreMediumOmaha, NE2026-10-15
Apella Capital, LLC
65,747$5.4M0.1%ETFVery LowWest Hartford, CT2026-10-08
Kaizen Financial Strategies
62,803$5.2M2.0%ETFMediumCampbell, CA2026-10-09
Quantum Financial Planning Services, Inc.
55,588$4.6M1.2%ETFVery LowSpokane, WA2026-10-14
Ignite Planners, LLC
50,024$4.1M0.5%CoreLowSan Clemente, CA2026-10-14
WBH Advisory Inc
48,235$4.0M0.3%ETFLowBaltimore, MD2026-11-05
Cedar Mountain Advisors, LLC
47,041$3.9M0.7%ETFVery LowLake Oswego, OR2026-10-15
Stevens Capital Partners
42,606$3.5M0.6%ETFVery LowOmaha, NE2026-10-29
Juncture Wealth Strategies, LLC
40,940$3.4M0.9%ETFLowScottsdale, AZ2026-10-06
Ascentis Independent Advisors
39,154$3.2M0.2%ETFLowDallas, TX2026-11-03
Red Mountain Financial, LLC
32,595$2.7M2.2%ETFLowFort Collins, CO2026-11-03
Independence Asset Advisors, LLC
31,813$2.6M0.6%ETFVery LowWynnewood,, PA2026-10-23
Purus Wealth Management, LLC
31,454$2.6M0.7%Agg GrowthVery LowNewport Beach, CA2026-10-15
IFP Advisors, Inc
31,183$2.6M0.0%GrowthLowTampa, FL2026-10-16
HBW Advisory Services LLC
30,842$2.5M0.3%ETFMediumSimi Valley, CA2026-10-15
Sharkey, Howes & Javer
29,287$2.4M0.3%ETFMediumDenver, CO2026-10-22
Valicenti Advisory Services Inc
29,210$2.4K0.0%GrowthLowElmira, NY2026-10-23
Peck Wealth Management, LLC
28,785$2.4M2.0%ETFLowWhite Plains, NY2026-10-29
Elevation Wealth Management LLC
28,607$2.4M1.6%Agg GrowthLowEden Prairie, MN2026-11-02
MGO One Seven LLC
28,398$2.3M0.0%GrowthLowBeachwood, OH2026-10-28
HB Wealth Management, LLC
28,058$2.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Cyndeo Wealth Partners, LLC
26,758$2.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Atria Investments, Inc
25,853$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
Parcion Private Wealth LLC
25,482$2.1M0.1%CoreMediumBellevue, WA2026-10-28
First Bank & Trust
25,451$2.1M0.3%CoreLowBrookings, SD2026-10-19
Vise Technologies, Inc.
25,061$2.1M0.0%IndexLowNew York, NY2026-10-29
MassMutual Private Wealth & Trust, FSB
24,507$2.0M0.1%CoreLowSpringfield, MA2026-10-05
Nova Financial LLC
23,973$2.0M0.8%N/AN/ATucson, AZ2026-11-04
Farther Finance Advisors, LLC
21,419$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Vestor Capital, LLC
21,186$4.1K0.3%ValueMediumChicago, IL2026-11-04
Saxony Capital Management, LLC
20,559$1.7M0.7%ETFMediumSt. Louis, MO2026-10-15
Lane Brothers & Co Inc
20,495$1.7M1.7%ETFLowPrescott, AZ2026-11-02
Lake Street Private Wealth, LLC
20,433$1.7M0.2%GrowthLowChicago, IL2026-10-22
Clear Creek Financial Management, LLC
18,244$1.5M0.1%ETFMediumSilverdale, WA2026-10-28
Balefire, LLC
18,105$1.5M0.2%ETFMediumDallas, TX2026-10-09
Lockerman Financial Group, Inc.
17,834$1.5M2.1%ETFMediumNewport Beach, CA2026-10-19
3Chopt Investment Partners, LLC
16,560$1.4M0.2%CoreLowRichmond, VA2026-10-30
Harbor Investment Advisory, LLC
15,909$1.3M0.1%GrowthLowLutherville, MD2026-10-13
Creative Financial Designs Inc
15,771$1.3M0.1%ETFMediumKokomo, IN2026-11-04
Fermata Advisors, LLC
15,357$1.3M0.2%ETFLowSonoma, CA2026-10-13
D.A. Davidson & Co.
14,877$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
AdvisorNet Financial, Inc
13,909$1.1M0.1%ETFLowMinnetonka, MN2026-10-15
Integras Partners LLC
13,733$1.1M0.6%CoreLowAlpharetta, GA2026-10-30
Cornerstone Wealth Management, LLC
10,729$881.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Firethorn Wealth Partners, LLC
10,643$874.4K0.3%ETFLowAugusta, GA2026-10-14
Boyer Financial Services, Inc.
10,454$858.9K0.7%ETFLowNewport Beach, CA2026-10-23
Sanchez Gaunt Capital Management, LLC
10,451$858.7K0.5%ETFN/AReno, NV2026-11-03
Integrated Capital Management, LLC
8,938$734.4K0.3%ETFLowBloomfield, MI2026-10-23
Emergent Wealth Advisors, LLC
8,832$725.6K0.4%ETFMediumWilliamsville, NY2026-10-09
Concurrent Investment Advisors, LLC
8,347$685.8K0.0%GrowthMediumTampa, FL2026-10-16
StoneX Group Inc.
8,313$683.0K0.0%ETFMediumNew York, NY2026-11-03
Fairvoy Private Wealth, LLC
8,043$660.8K0.1%GrowthMediumBirmingham, AL2026-10-19
Creative Planning
8,018$658.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Carnegie Investment Counsel
8,000$657.3K0.0%CoreLowPepper Pike, OH2026-10-20
Private Trust Co NA
7,790$640.0K0.1%CoreLowCleveland, OH2026-10-20
Aegis Wealth Management, Inc.
7,619$626.0K0.4%ETFMediumGuthrie Center, IA2026-10-26
Truist Financial Corp
7,543$619.7K0.0%CoreLowCharlotte, NC2026-10-30
Cardinal Point Capital Management ULC
7,128$585.6K0.0%ValueLowToronto, Australia2026-10-21
Kestra Private Wealth Services, LLC
6,498$533.9K0.0%GrowthLowAustin, TX2026-10-30
TFB Advisors LLC
6,465$531.2K0.2%ETFLowOverland Park, KS2026-11-02
Financial Partners Group, Inc
6,436$528.8K0.1%ETFLowOverland Park, KS2026-10-19
Sovran Advisors, LLC
6,177$508.4K0.0%ETFMediumSan Diego, CA2026-11-02
Kennedy Investment Group, Inc.
6,032$495.6K0.2%GrowthLowWest Deptford, NJ2026-10-21
PUREfi Wealth, LLC
6,027$495.1K0.2%GrowthMediumBoston, MA2026-10-19
Phoenix Wealth Advisors
5,995$492.5K0.2%CoreLowChapel Hill, NC2026-11-03
Walkner Condon Financial Advisors LLC
5,750$472.4K0.1%ETFLowVerona, WI2026-11-02
Windsor Capital Management, LLC
5,280$433.8K0.1%ETFVery LowPhoenix, AZ2026-10-13
Plan Group Financial, LLC
4,990$409.3K0.1%ETFMediumOklahoma City, OK2026-10-22
Semus Wealth Partners LLC
4,970$408.3K0.2%GrowthLowBoca Raton, FL2026-10-22
Prime Capital Investment Advisors, LLC
4,968$408.2K0.0%ETFLowOverland Park, KS2026-10-20
Mayfair Advisory Group, LLC
4,698$386.0K0.1%ETFLowBirmingham, AL2026-10-20
Cpwa, LLC
4,616$376.7K0.4%GrowthN/AHood River, OR2026-11-04
Signal Advisors Wealth, LLC
4,528$372.0K0.0%ETFLowDetroit, MI2026-10-13
Patten Group, Inc.
4,399$361.4K0.1%CoreLowChattanooga, TN2026-10-26
Goelzer Investment Management, Inc.
4,343$356.8K0.0%GrowthLowCarmel, IN2026-10-16
Elm3 Financial Group, LLC
3,839$315.4K0.2%GrowthMediumAlpharetta, GA2026-10-07
XY Planning Network, Inc.
3,610$296.6K0.0%ETFLowBozeman, MT2026-10-14
Sterling Investment Counsel, LLC
3,524$289.5K0.1%GrowthLowBuffalo, NY2026-10-19
Whipplewood Advisors, LLC
3,211$263.8K0.2%ETFLowLittleton, CO2026-10-20
Putney Financial Group LLC
3,154$259.1K0.2%GrowthLowSan Rafael, CA2026-10-30
Summit Wealth Group LLC / Co
3,153$259.1K0.0%ETFHighColorado Springs, CO2026-10-29
Shira Ridge Wealth Management
3,107$255.3K0.1%ETFLowLarkspur, CA2026-10-09
Mission Wealth Management, LP
2,995$246.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Ledyard National Bank
2,963$243.4K0.0%CoreLowHanover, NH2026-10-21
Allen Capital Group, LLC
2,938$241.4K0.0%CoreLowGrand Island, NE2026-10-27
United Advisor Group, LLC
2,923$240.2K0.0%ETFLowCincinnati, OH2026-11-03
Quadrant Private Wealth Management, LLC
2,915$239.5K0.0%GrowthLowCenter Valley, PA2026-11-04
Genesis Private Wealth, LLC
2,849$234.0K0.1%ETFLowAshburn, VA2026-11-02
Tcfg Investment Advisors, LLC
2,784$226.4K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Jm2 Capital Inc.
2,640$216.9K0.1%GrowthVery LowEdmond, OK2026-10-14
BAM Wealth Management, LLC
2,637$216.7K0.1%ETFHighLakewood, CO2026-10-15
Woodmont Investment Counsel LLC
2,469$202.9K0.0%GARPVery LowNashville, TN2026-10-29
Quantify Chaos Advisors, LLC
2,449$201.2K0.5%ETFMediumBrooklyn, NY2026-11-04
Capital Investment Advisory Services, LLC
2,102$173.8K0.0%CoreMediumRaleigh, NC2026-10-30
Root Financial Partners, LLC
1,403$115.3K0.0%ETFMediumEncinitas, CA2026-10-21
Cordgrass Capital Advisors, LLC
1,216$99.9K0.0%CoreLowRaleigh, NC2026-10-30
StrongBox Wealth, LLC
1,056$86.8K0.0%GrowthLowLee'S Summit, MO2026-11-02
Ashton Thomas Securities, LLC
995$81.7K0.0%ETFMediumRochester, NY2026-10-26
GoalVest Advisory LLC
865$71.1K0.0%ETFMediumNew York, NY2026-10-02
Sunrise Financial Services, LLC
650$53.4K0.0%ETFMediumBurien, WA2026-10-21
Miller Global Investments, LLC
505$41.5K0.0%ValueMediumDallas, TX2026-10-02
Pinnacle Wealth Planning Services, Inc.
500$41.1K0.0%GARPLowMansfield, OH2026-10-27
Mather Group, Llc.
422$34.7K0.0%ETFMediumChicago, IL2026-10-14
Spire Wealth Management
377$31.0K0.0%GrowthMediumMclean, VA2026-10-30
Citigroup Inc
354$29.1K0.0%CoreMediumNew York, NY2026-11-04
Register Financial Advisors LLC
280$23.0K0.0%GARPLowAtlanta, GA2026-10-23
Asset Dedication, LLC
223$18.3K0.0%ETFLowSan Francisco, CA2026-11-03
Signature Equity Partners, LLC
192$15.8K0.0%GrowthMediumColumbus, OH2026-10-29
Richardson Financial Services Inc.
176$14.5K0.0%GrowthMediumMedway, MA2026-10-30
Bare Financial Services, Inc
154$12.7K0.0%ETFVery LowGap, PA2026-11-04
Key Capital Management, Inc
119$9.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Parallel Advisors, LLC
96$7.9K0.0%IndexLowSan Francisco, CA2026-11-03
Golden State Wealth Management, LLC
78$6.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Pension & Wealth Management Advisors, Inc.
68$5.6K0.0%ETFLowWaltham, MA2026-10-16
Cullen T Bankers, Inc.
58$4.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Compass Financial Management LLC
50$4.1K0.0%CoreN/ATampa, FL2026-10-30
Abound Wealth Management
47$3.9K0.0%ETFVery LowFranklin, TN2026-10-26
Wilmington Savings Fund Society, FSB
45$3.7K0.0%CoreLowWilmington, DE2026-10-23
WPG Advisers, LLC
37$3.0K0.0%CoreLowBaltimore, MD2026-10-27
Reap Financial Group, LLC
32$2.6K0.0%ETFLowAustin, TX2026-11-02
Gamma Investing LLC
27$2.2K0.0%IndexVery LowFoster City, CA2026-10-08
Bell Investment Advisors, Inc
26$2.1K0.0%ETFVery LowOrinda, CA2026-10-29
Buck Wealth Strategies, LLC
20$1.6K0.0%ValueMediumDenver, CO2026-10-28
Latitude Advisors, LLC
19$1.6K0.0%ETFLowYorkville, IL2026-10-27
Cape Investment Advisory, Inc.
11$9040.0%ETFLowMcdonough, GA2026-10-13
Trust Co of Vermont
2$1640.0%CoreVery LowBrattleboro, VT2026-10-21