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JPMorgan Income ETF (JPIE)

CUSIP: 46641Q159 | NYSE | 705 institutional holders

Quarters

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

Syntegra Private Wealth Group, LLC2,127,337
7.3% of portfolio›$95.5M
Southern Financial Group, LLC1,571,276
19.3% of portfolio›$70.5M
Williams Financial, LLC1,158,490
26.5% of portfolio›$52.0M
Enclave Advisors LLC1,092,579
6.2% of portfolio›$49.0M
Wagner Wealth Management, LLC1,084,855
8.5% of portfolio›$48.7M
D'Orazio & Associates, Inc.1,064,683
5.3% of portfolio›$47.8M
Leverty Financial Group, LLC977,616
8.0% of portfolio›$43.9M
Truist Financial Corp976,205
0.1% of portfolio›$43.8M
Capital Advisors Wealth Management, LLC949,910
4.8% of portfolio›$42.6M
Diversified Enterprises, LLC842,544
1.8% of portfolio›$37.8M
Bernardo Wealth Planning LLC809,924
3.1% of portfolio›$36.4M
Cambridge Investment Research Advisors, Inc.745,151
0.0% of portfolio›$33.5K
Means Investment Co., Inc.735,936
2.4% of portfolio›$33.0M
Planned Solutions, Inc.653,490
8.0% of portfolio›$29.3M
Element Pointe Advisors, LLC631,326
4.0% of portfolio›$28.3M
Scott Capital Advisors, LLC627,371
4.0% of portfolio›$28.1M
Wealthcare Advisory Partners LLC616,998
0.5% of portfolio›$27.7M
Armor Investment Advisors, LLC615,283
9.0% of portfolio›$27.6M
Lodestar Private Asset Management LLC614,640
2.4% of portfolio›$27.6M
D.A. Davidson & Co.609,237
0.1% of portfolio›$27.3M
Resonant Capital Advisors, LLC607,907
1.3% of portfolio›$27.3M
Schneider Downs Wealth Management Advisors, LP587,198
2.4% of portfolio›$26.4M
NavPoint Financial, Inc.577,457
9.1% of portfolio›$25.9M
Pecaut & Co.569,220
7.4% of portfolio›$25.6M
Apollon Wealth Management, LLC567,140
0.3% of portfolio›$25.5M
Lineweaver Wealth Advisors, LLC555,932
2.9% of portfolio›$25.0M
Kestra Advisory Services, LLC537,286
0.1% of portfolio›$24.1M
Certified Advisory Corp533,801
2.0% of portfolio›$24.0M
Apella Capital, LLC524,647
0.3% of portfolio›$23.5M
Perigon Wealth Management, LLC501,411
0.3% of portfolio›$22.5M
Echo Wealth Management, LLC497,601
11.0% of portfolio›$22.3M
True North Advisors, LLC446,378
1.5% of portfolio›$20.0M
Peterson Wealth Advisors, LLC442,990
2.3% of portfolio›$19.9M
Visionary Wealth Advisors436,987
0.8% of portfolio›$19.6M
Pearl Planning LLC418,492
7.8% of portfolio›$18.8M
Whitaker-Myers Wealth Managers, Ltd.405,276
3.0% of portfolio›$18.2M
Magnus Financial Group LLC397,837
1.2% of portfolio›$17.9M
Commonwealth Equity Services, LLC374,515
0.0% of portfolio›$16.8M
Elevation Point Wealth Partners, LLC373,080
0.3% of portfolio›$16.7M
Farther Finance Advisors, LLC364,915
0.1% of portfolio›$16.4M
Pinion Investment Advisors, LLC358,909
2.9% of portfolio›$16.1M
Park Avenue Securities LLC345,126
0.0% of portfolio›$15.5K
Beam Wealth Advisors, Inc.341,266
3.3% of portfolio›$15.3M
Clear Trail Advisors, LLC330,536
2.3% of portfolio›$14.8M
Fagan Associates, Inc.297,025
1.5% of portfolio›$13.3M
FMA Wealth Management, LLC279,695
7.9% of portfolio›$12.6M
Andrews Advisory Associates, LLC266,735
5.6% of portfolio›$12.0M
Cadent Capital Advisors, LLC266,483
2.6% of portfolio›$12.0M
Krilogy Financial LLC257,229
0.3% of portfolio›$11.5M
Axxcess Wealth Management, LLC254,795
0.5% of portfolio›$11.4M
Penney Financial, LLC243,280
3.2% of portfolio›$10.9M
Kingswood Wealth Advisors, LLC233,564
0.4% of portfolio›$10.5M
Winebrenner Capital Management LLC227,521
6.6% of portfolio›$10.2M
Emerald Advisors, LLC226,651
1.3% of portfolio›$10.2M
Pennsylvania Capital Management Inc224,516
2.4% of portfolio›$10.1M
Wealth Enhancement Advisory Services, LLC224,108
0.0% of portfolio›$10.1M
Optima Capital LLC219,312
3.9% of portfolio›$9.8M
Davenport & Co LLC217,562
0.0% of portfolio›$9.8M
HBW Advisory Services LLC214,802
1.0% of portfolio›$9.6M
Royal Harbor Partners, LLC213,874
2.9% of portfolio›$9.6M
Founders Financial Securities LLC212,471
0.5% of portfolio›$9.5M
Financial Futures Ltd Liability Co.211,785
3.5% of portfolio›$9.5M
Daymark Wealth Partners, LLC206,822
0.2% of portfolio›$9.3M
Independence Asset Advisors, LLC206,229
2.2% of portfolio›$9.3M
Beaumont Financial Advisors, LLC203,808
0.6% of portfolio›$9.1M
BankPlus Wealth Management LLC199,189
3.9% of portfolio›$8.9M
Waterway Wealth Management, LLC198,329
1.7% of portfolio›$8.9M
Mather Group, Llc.192,778
0.1% of portfolio›$8.7M
SkyOak Wealth, LLC181,296
1.3% of portfolio›$8.1M
McCarthy Asset Management, Inc.173,493
3.7% of portfolio›$7.8M
Northland Securities, Inc.169,636
10.4% of portfolio›$17.8M
MGO One Seven LLC167,934
0.1% of portfolio›$7.5M
EPG Wealth Management LLC166,282
1.7% of portfolio›$7.5M
Asset Advisory Group, Inc.159,080
3.1% of portfolio›$7.1M
Financial Management Professionals, Inc.158,001
0.7% of portfolio›$7.1M
MLG Wealth Management DBA Pine Grove Financial Group155,582
0.7% of portfolio›$7.0M
Focus Financial Network, Inc.149,465
0.2% of portfolio›$6.7M
Etesian Wealth Advisors, Inc.148,157
1.9% of portfolio›$6.7M
Kelly Financial Group LLC142,025
1.5% of portfolio›$6.4M
TD Waterhouse Canada Inc.140,394
0.0% of portfolio›$6.3M
Jeter Robert S II137,976
4.1% of portfolio›$6.2M
Fiduciary Alliance LLC131,852
0.4% of portfolio›$5.9M
Lionsbridge Wealth Management LLC131,493
6.6% of portfolio›$5.9M
Overbrook Management Corp130,215
0.9% of portfolio›$5.8M
Red Mountain Financial, LLC130,054
4.9% of portfolio›$5.8M
Apex Wealth Management, LLC120,869
3.2% of portfolio›$5.4M
Citizens National Bank Trust Department117,106
0.8% of portfolio›$5.3M
Beacon Bank & Trust116,872
1.0% of portfolio›$5.2M
Chesley Taft & Associates LLC111,280
0.2% of portfolio›$5.0M
Ignite Planners, LLC111,031
0.6% of portfolio›$5.0M
Nordwand Advisors, LLC109,943
0.8% of portfolio›$4.9M
Retirement Planning Group, LLC108,605
0.1% of portfolio›$4.9M
Miller Global Investments, LLC102,708
3.7% of portfolio›$4.6M
Creative Planning102,412
0.0% of portfolio›$4.6M
William Mack & Associates, Inc.98,704
1.4% of portfolio›$4.4M
InTrack Investment Management Inc98,626
2.1% of portfolio›$4.4M
LifeGoal Investments, LLC97,184
1.3% of portfolio›$4.4M
Montecito Bank & Trust95,261
0.6% of portfolio›$4.3M
Omni 360 Wealth, Inc.94,963
1.9% of portfolio›$4.3M
Evolution Wealth Advisors, LLC94,789
0.4% of portfolio›$4.3M
First Citizens Financial Corp89,498
1.7% of portfolio›$4.0M
RFG Advisory, LLC86,857
0.1% of portfolio›$3.9M
Madrid Wealth Management, LLC83,997
2.4% of portfolio›$3.8M
Layline Advisors, LLC81,174
3.3% of portfolio›$3.6M
Future Financial Wealth Managment LLC79,639
2.2% of portfolio›$3.6M
Triad Wealth Partners, LLC78,571
0.2% of portfolio›$3.5M
Choreo, LLC73,163
0.0% of portfolio›$3.3M
Peck Wealth Management, LLC72,522
2.8% of portfolio›$3.3M
Narus Financial Partners, LLC72,476
0.9% of portfolio›$3.3M
BNB Wealth Management, LLC71,976
1.8% of portfolio›$3.2M
Financial Partners Group, Inc71,838
0.3% of portfolio›$3.2M
PFG Advisors71,106
0.2% of portfolio›$3.2M
Prospera Financial Services Inc70,067
0.0% of portfolio›$3.2M
Patriot Financial Group Insurance Agency, LLC68,381
0.3% of portfolio›$3.1M
WealthPlan Investment Management, LLC66,981
0.1% of portfolio›$3.0M
Entrust Financial LLC65,706
1.4% of portfolio›$2.9M
Centurion Wealth Management LLC65,238
0.7% of portfolio›$2.9M
Smart Wealth LLC65,088
0.6% of portfolio›$2.9M
Sage Rhino Capital LLC64,858
0.5% of portfolio›$2.9M
Opal Wealth Advisors, LLC64,656
0.6% of portfolio›$2.9M
Castle Rock Wealth Management, LLC63,730
0.5% of portfolio›$2.9M
Bokf, NA62,982
0.0% of portfolio›$2.8M
Syverson Strege & Co60,884
0.6% of portfolio›$2.7M
Benchmark Financial, LLC59,886
2.1% of portfolio›$2.7M
Fragasso Financial Advisors Inc57,722
0.1% of portfolio›$2.6M
Concurrent Investment Advisors, LLC57,639
0.0% of portfolio›$2.6M
Fifth Third Securities, Inc.57,089
0.1% of portfolio›$2.6M
Altus Wealth Management, LLC56,739
1.0% of portfolio›$2.5M
Sheets Smith Wealth Management54,919
0.3% of portfolio›$2.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors52,174
0.1% of portfolio›$2.3M
Dynamic Advisor Solutions LLC50,577
0.1% of portfolio›$2.3M
Vise Technologies, Inc.50,245
0.0% of portfolio›$2.3M
MN Wealth Advisors, LLC49,969
0.9% of portfolio›$2.2M
S&A Financial Services, Inc.49,114
1.4% of portfolio›$2.2M
Cooper Financial Group48,598
0.2% of portfolio›$2.2M
IFP Advisors, Inc46,720
0.0% of portfolio›$2.1M
Nolet Wealth Management, LLC45,637
1.1% of portfolio›$2.0M
Whitener Capital Management, Inc.44,823
0.4% of portfolio›$2.0M
Breakwater Capital Group43,912
0.2% of portfolio›$2.0M
Vigilare Wealth Management39,529
0.5% of portfolio›$1.8M
WBH Advisory Inc38,204
0.1% of portfolio›$1.7M
First Heartland Consultants, Inc.37,177
0.1% of portfolio›$1.7M
Modera Wealth Management, LLC36,363
0.0% of portfolio›$1.6M
Convergence Financial, LLC34,496
0.2% of portfolio›$1.5M
Signature Equity Partners, LLC34,413
0.5% of portfolio›$1.5M
Salem Investment Counselors Inc32,411
0.0% of portfolio›$1.5M
Oppenheimer & Co Inc31,486
0.0% of portfolio›$1.4M
Novem Group31,237
0.1% of portfolio›$1.4M
Selby Wealth Management, LLC30,398
0.5% of portfolio›$1.4M
Avantax Planning Partners, Inc.29,732
0.0% of portfolio›$1.3M
International Assets Investment Management, LLC28,387
0.1% of portfolio›$1.3M
Partners Wealth Management, LLC27,731
0.1% of portfolio›$1.2M
Triumph Capital Management26,162
0.2% of portfolio›$1.2M
HB Wealth Management, LLC25,432
0.0% of portfolio›$1.1M
Waterfront Wealth Inc.24,913
0.2% of portfolio›$1.1M
Accurate Wealth Management, LLC24,867
0.1% of portfolio›$1.1M
Sigma Planning Corp24,856
0.0% of portfolio›$1.1M
Aprio Wealth Management, LLC24,138
0.0% of portfolio›$1.1M
TopTier Wealth Management, LLC22,733
0.6% of portfolio›$1.0M
Cobblestone Asset Management LLC22,223
0.4% of portfolio›$997.6K
Herold Advisors, Inc.22,000
0.2% of portfolio›$987.6K
Rockingstone Advisors LLC21,405
0.4% of portfolio›$960.9K
Birchwood Financial Partners, Inc.20,916
0.7% of portfolio›$938.9K
Parallel Advisors, LLC20,278
0.0% of portfolio›$910.3K
Ascentis Independent Advisors20,173
0.1% of portfolio›$905.6K
Reicon Wealth Advisors, LLC19,857
0.5% of portfolio›$891.4K
StoneX Group Inc.19,714
0.0% of portfolio›$892.7K
Robertson Stephens Wealth Management, LLC19,251
0.0% of portfolio›$864.2K
Gilbert Capital Group, Inc.18,628
0.6% of portfolio›$836.2K
Summit Wealth Group LLC / Co18,145
0.1% of portfolio›$814.5K
LaFleur & Godfrey LLC18,084
0.1% of portfolio›$811.8K
Diversify Advisory Services, LLC17,948
0.0% of portfolio›$806.6K
Diversify Wealth Management, LLC17,948
0.0% of portfolio›$806.6K
Signature Estate & Investment Advisors LLC17,874
0.0% of portfolio›$802.4K
PDS Planning, Inc17,868
0.0% of portfolio›$802.1K
M.E. Allison & Co., Inc.17,640
0.4% of portfolio›$791.9K
Investment Planning Advisors, Inc.17,426
0.2% of portfolio›$782.2K
Steinberganna Wealth Management17,302
0.3% of portfolio›$776.7K
WealthPLAN Partners, LLC16,458
0.1% of portfolio›$738.8K
Lido Advisors, LLC15,719
0.0% of portfolio›$705.6K
GC Wealth Management RIA, LLC14,995
0.0% of portfolio›$673.2K
Advisor OS, LLC14,611
0.0% of portfolio›$655.9K
Balboa Wealth Partners14,078
0.1% of portfolio›$632.0K
MassMutual Private Wealth & Trust, FSB13,019
0.0% of portfolio›$584.4K
Next Level Wealth Planning, LLC12,983
0.2% of portfolio›$582.8K
XY Planning Network, Inc.12,973
0.1% of portfolio›$582.3K
Indivisible Partners12,789
0.0% of portfolio›$574.1K
Aspen Wealth Management LLC11,730
0.1% of portfolio›$526.5K
Shulman DeMeo Asset Management LLC11,579
0.1% of portfolio›$517.8K
PKS Advisory Services, LLC11,525
0.1% of portfolio›$530.7K
Accelerate Investment Advisors LLC11,329
0.3% of portfolio›$508.6K
SeaCrest Wealth Management, LLC10,856
0.1% of portfolio›$487.3K
Elevated Financial Group LLC10,535
0.1% of portfolio›$472.9K
Mayfair Advisory Group, LLC10,306
0.1% of portfolio›$462.6K
Mascagni Wealth Management, Inc.10,306
0.3% of portfolio›$462.6K
Ascent Group, LLC9,964
0.0% of portfolio›$447.3K
Sunpointe, LLC9,944
0.1% of portfolio›$446.4K
Crossmark Global Holdings, Inc.9,870
0.0% of portfolio›$441.5K
Formidable Asset Management, LLC9,693
0.1% of portfolio›$446.4K
JSF Financial, LLC9,530
0.1% of portfolio›$427.8K
Peak Wealth Management LLC9,369
0.3% of portfolio›$420.9K
IPG Investment Advisors LLC9,100
0.1% of portfolio›$408.5K
Prime Capital Investment Advisors, LLC8,955
0.0% of portfolio›$402.0K
Legacy Financial Strategies, LLC8,675
0.1% of portfolio›$389.4K
BXM Wealth LLC8,496
0.2% of portfolio›$381.4K
Essex Bank8,466
0.1% of portfolio›$380.0K
Fermata Advisors, LLC8,124
0.1% of portfolio›$364.7K
Howard Wealth Management, LLC8,120
0.1% of portfolio›$364.5K
Investment Partners Asset Management, Inc.8,113
0.2% of portfolio›$364.2K
Archvest Wealth Advisors, Inc.8,100
0.2% of portfolio›$363.6K
Detalus Advisors, LLC8,080
0.1% of portfolio›$362.7K
AdvisorNet Financial, Inc8,004
0.0% of portfolio›$358.9K
AlphaCore Capital LLC8,000
0.0% of portfolio›$359.1K
G&S Capital LLC7,901
0.1% of portfolio›$354.7K
McAdam, LLC7,560
0.0% of portfolio›$339.4K
Brookstone Capital Management7,426
0.0% of portfolio›$333.4K
Manchester Capital Management LLC7,424
0.0% of portfolio›$333.3K
Ehrlich Financial Group7,400
0.2% of portfolio›$332.2K
Private Trust Co NA7,116
0.0% of portfolio›$319.4K
Essex LLC7,045
0.0% of portfolio›$316.3K
EverSource Wealth Advisors, LLC7,025
0.0% of portfolio›$315.4K
Matisse Capital6,821
0.1% of portfolio›$306.2K
Stone House Investment Management, LLC6,806
0.0% of portfolio›$305.5K
HUB Investment Partners, LLC6,394
0.0% of portfolio›$287.0K
Elevation Wealth Management LLC6,043
0.2% of portfolio›$271.3K
Independent Financial Group, LLC6,032
0.0% of portfolio›$270.8K
OpenArc Corporate Advisory, LLC5,824
0.0% of portfolio›$261.4K
Gainline Financial Partners, LLC5,645
0.2% of portfolio›$253.4K
Dynamic Financial Group5,618
0.2% of portfolio›$252.2K
Essential Investment Partners LLC5,522
0.2% of portfolio›$247.9K
Stevens Capital Partners5,503
0.0% of portfolio›$247.0K
Alterna Wealth Management, Inc5,485
0.1% of portfolio›$246.2K
Unique Wealth, LLC5,403
0.0% of portfolio›$242.5K
Diversified Portfolios, Inc.5,338
0.0% of portfolio›$239.6K
Lighthouse Wealth Management Inc.5,336
0.1% of portfolio›$239.5K
Washington Trust Co5,324
0.0% of portfolio›$239.0K
Walkner Condon Financial Advisors LLC4,960
0.0% of portfolio›$222.6K
FCG Investment Co4,958
0.1% of portfolio›$222.6K
Wedbush Securities Inc4,829
0.0% of portfolio›$217
Odyssey Capital Advisors, Inc.4,734
0.2% of portfolio›$212.5K
Ellis Investment Partners, LLC4,716
0.0% of portfolio›$211.7K
Firethorn Wealth Partners, LLC4,484
0.1% of portfolio›$201.3K
GFS Advisors, LLC4,480
0.0% of portfolio›$201.0K
Parkside Financial Bank & Trust4,032
0.0% of portfolio›$181.0K
Latitude Advisors, LLC2,652
0.0% of portfolio›$119.1K
Burk Holdings LLC2,349
0.0% of portfolio›$105.4K
Trust Co of Vermont2,065
0.0% of portfolio›$92.7K
Nfsg Corp1,859
0.0% of portfolio›$83.5K
Portfolio Resources Advisor Group, Inc.1,741
0.1% of portfolio›$78.2K
Transce3nd, LLC1,674
0.1% of portfolio›$75.2K
GK Wealth Management LLC1,500
0.0% of portfolio›$67.3K
Kings Path Partners LLC1,384
0.0% of portfolio›$62.1K
Blueline Advisors LLC1,216
0.0% of portfolio›$54.6K
GHP Investment Advisors, Inc.1,039
0.0% of portfolio›$46.6K
Mascoma Wealth Management LLC1,000
0.0% of portfolio›$44.9K
Hazlett, Burt & Watson, Inc.784
0.0% of portfolio›$35.0K
MidAtlantic Capital Management, Inc.764
0.0% of portfolio›$34.3K
NorthAvenue LLC737
0.0% of portfolio›$33.1K
Madden Securities Corp700
0.0% of portfolio›$31.4K
Cordgrass Capital Advisors, LLC663
0.0% of portfolio›$29.8K
Putney Financial Group LLC545
0.0% of portfolio›$24.5K
Signature Resources Capital Management, LLC542
0.0% of portfolio›$24.3K
Richards, Merrill & Peterson, Inc.360
0.0% of portfolio›$16.2K
Harbor Investment Advisory, LLC314
0.0% of portfolio›$14.1K
Ashton Thomas Private Wealth, LLC298
0.0% of portfolio›$13.4K
Signaturefd, LLC257
0.0% of portfolio›$11.5K
Pinnacle Bancorp, Inc.195
0.0% of portfolio›$8.8K
Spire Wealth Management174
0.0% of portfolio›$7.8K
Nova Financial LLC164
0.0% of portfolio›$7.4K
Brown, Lisle Ings, Inc.158
0.0% of portfolio›$7.1K
CoreCap Advisors, LLC138
0.0% of portfolio›$6.2K
Indiana Trust & Investment Management Co109
0.0% of portfolio›$4.9K
Fairway Wealth LLC85
0.0% of portfolio›$3.8K
Morton Brown Family Wealth, LLC80
0.0% of portfolio›$3.6K
Dhjj Financial Advisors, Ltd.9
0.0% of portfolio›$405
Assetmark, Inc8
0.0% of portfolio›$359
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$855.2K
StyleTurnoverLocationFiled
Syntegra Private Wealth Group, LLC
2,127,337$95.5M7.3%ETFLowChesterfield, MO2026-10-13
Southern Financial Group, LLC
1,571,276$70.5M19.3%ETFVery LowBirmingham, AL2026-10-30
Williams Financial, LLC
1,158,490$52.0M26.5%ETFMediumNorth Bennington, VT2026-10-19
Enclave Advisors LLC
1,092,579$49.0M6.2%ETFMediumAustin, TX2026-10-14
Wagner Wealth Management, LLC
1,084,855$48.7M8.5%ETFLowGreenville, SC2026-10-21
D'Orazio & Associates, Inc.
1,064,683$47.8M5.3%ETFLowVienna, VA2026-11-04
Leverty Financial Group, LLC
977,616$43.9M8.0%ETFVery LowHudson, WI2026-10-08
Truist Financial Corp
976,205$43.8M0.1%CoreLowCharlotte, NC2026-10-30
Capital Advisors Wealth Management, LLC
949,910$42.6M4.8%ETFLowYakima, WA2026-10-09
Diversified Enterprises, LLC
842,544$37.8M1.8%ETFVery LowWilmington, DE2026-10-19
Bernardo Wealth Planning LLC
809,924$36.4M3.1%ETFVery LowHarleysville, PA2026-10-23
Cambridge Investment Research Advisors, Inc.
745,151$33.5K0.0%ETFLowFairfield, IA2026-11-02
Means Investment Co., Inc.
735,936$33.0M2.4%GrowthVery LowBangor, ME2026-11-03
Planned Solutions, Inc.
653,490$29.3M8.0%ETFLowFolsom, CA2026-10-19
Element Pointe Advisors, LLC
631,326$28.3M4.0%ETFLowMiami, FL2026-10-21
Scott Capital Advisors, LLC
627,371$28.1M4.0%ETFVery LowPortland, OR2026-10-13
Wealthcare Advisory Partners LLC
616,998$27.7M0.5%ETFLowWest Chester, PA2026-10-21
Armor Investment Advisors, LLC
615,283$27.6M9.0%ETFLowRaleigh, NC2026-10-27
Lodestar Private Asset Management LLC
614,640$27.6M2.4%ETFLowAlamo, CA2026-10-26
D.A. Davidson & Co.
609,237$27.3M0.1%CoreLowGreat Falls, MT2026-10-28
Resonant Capital Advisors, LLC
607,907$27.3M1.3%ETFLowMadison, WI2026-10-15
Schneider Downs Wealth Management Advisors, LP
587,198$26.4M2.4%ETFVery LowPittsburgh, PA2026-10-27
NavPoint Financial, Inc.
577,457$25.9M9.1%ETFVery LowPrior Lake, MN2026-10-21
Pecaut & Co.
569,220$25.6M7.4%ETFLowSioux City, IA2026-10-27
Apollon Wealth Management, LLC
567,140$25.5M0.3%GrowthLowMount Pleasant, SC2026-10-23
Lineweaver Wealth Advisors, LLC
555,932$25.0M2.9%ETFLowValley View, OH2026-10-13
Kestra Advisory Services, LLC
537,286$24.1M0.1%CoreLowAustin, TX2026-11-02
Certified Advisory Corp
533,801$24.0M2.0%ETFLowAltamonte Springs, FL2026-10-29
Apella Capital, LLC
524,647$23.5M0.3%ETFVery LowWest Hartford, CT2026-10-08
Perigon Wealth Management, LLC
501,411$22.5M0.3%GrowthLowSan Francisco, CA2026-10-22
Echo Wealth Management, LLC
497,601$22.3M11.0%ETFLowPlymouth, MN2026-10-15
True North Advisors, LLC
446,378$20.0M1.5%CoreMediumDallas, TX2026-10-22
Peterson Wealth Advisors, LLC
442,990$19.9M2.3%ETFLowOrem, UT2026-10-08
Visionary Wealth Advisors
436,987$19.6M0.8%ETFLowO'Fallon, IL2026-11-04
Pearl Planning LLC
418,492$18.8M7.8%ETFLowDexter, MI2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
405,276$18.2M3.0%ETFMediumMansfield, OH2026-10-09
Magnus Financial Group LLC
397,837$17.9M1.2%ETFLowNew York, NY2026-10-21
Commonwealth Equity Services, LLC
374,515$16.8M0.0%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
373,080$16.7M0.3%CoreHighDenver, CO2026-11-05
Farther Finance Advisors, LLC
364,915$16.4M0.1%IndexLowSan Francisco, CA2026-10-08
Pinion Investment Advisors, LLC
358,909$16.1M2.9%ETFLowWichita, KS2026-11-04
Park Avenue Securities LLC
345,126$15.5K0.0%ETFMediumNew York, NY2026-10-26
Beam Wealth Advisors, Inc.
341,266$15.3M3.3%ETFMediumCovington, LA2026-11-03
Clear Trail Advisors, LLC
330,536$14.8M2.3%CoreLowHouston, TX2026-10-20
Fagan Associates, Inc.
297,025$13.3M1.5%GrowthLowTroy, NY2026-10-13
FMA Wealth Management, LLC
279,695$12.6M7.9%ETFVery LowDuxbury, MA2026-10-21
Andrews Advisory Associates, LLC
266,735$12.0M5.6%ETFLowHonolulu, HI2026-10-15
Cadent Capital Advisors, LLC
266,483$12.0M2.6%ETFHighTulsa, OK2026-10-09
Krilogy Financial LLC
257,229$11.5M0.3%GrowthLowSt. Louis, MO2026-10-13
Axxcess Wealth Management, LLC
254,795$11.4M0.5%CoreLowCarlsbad, CA2026-10-21
Penney Financial, LLC
243,280$10.9M3.2%ETFMediumHouston, TX2026-10-20
Kingswood Wealth Advisors, LLC
233,564$10.5M0.4%GrowthLowSan Diego, CA2026-10-23
Winebrenner Capital Management LLC
227,521$10.2M6.6%ETFLowLouisville, KY2026-10-07
Emerald Advisors, LLC
226,651$10.2M1.3%GrowthVery LowBellevue, WA2026-10-13
Pennsylvania Capital Management Inc
224,516$10.1M2.4%GrowthLowHuntingdon Valley, PA2026-11-05
Wealth Enhancement Advisory Services, LLC
224,108$10.1M0.0%CoreLowPlymouth, MN2026-10-13
Optima Capital LLC
219,312$9.8M3.9%ETFHighPortland, OR2026-10-29
Davenport & Co LLC
217,562$9.8M0.0%CoreMediumRichmond, VA2026-10-14
HBW Advisory Services LLC
214,802$9.6M1.0%ETFMediumSimi Valley, CA2026-10-15
Royal Harbor Partners, LLC
213,874$9.6M2.9%ETFMediumHouston, TX2026-10-29
Founders Financial Securities LLC
212,471$9.5M0.5%ETFMediumTowson, MD2026-10-28
Financial Futures Ltd Liability Co.
211,785$9.5M3.5%ETFLowBrielle, NJ2026-10-13
Daymark Wealth Partners, LLC
206,822$9.3M0.2%CoreLowCincinnati, OH2026-11-04
Independence Asset Advisors, LLC
206,229$9.3M2.2%ETFVery LowWynnewood,, PA2026-10-23
Beaumont Financial Advisors, LLC
203,808$9.1M0.6%GrowthMediumNeedham, MA2026-10-22
BankPlus Wealth Management LLC
199,189$8.9M3.9%ETFLowJackson, MS2026-10-13
Waterway Wealth Management, LLC
198,329$8.9M1.7%ETFMediumThe Woodlands, TX2026-10-28
Mather Group, Llc.
192,778$8.7M0.1%ETFMediumChicago, IL2026-10-14
SkyOak Wealth, LLC
181,296$8.1M1.3%ETFLowSouthfield, MI2026-10-28
McCarthy Asset Management, Inc.
173,493$7.8M3.7%ETFMediumRedwood Shores, CA2026-10-20
Northland Securities, Inc.
169,636$17.8M10.4%ETFLowMinneapolis, MN2026-11-02
MGO One Seven LLC
167,934$7.5M0.1%GrowthLowBeachwood, OH2026-10-28
EPG Wealth Management LLC
166,282$7.5M1.7%GrowthLowAtlanta, GA2026-11-03
Asset Advisory Group, Inc.
159,080$7.1M3.1%CoreVery LowKinnelon, NJ2026-10-20
Financial Management Professionals, Inc.
158,001$7.1M0.7%ETFMediumAustin, TX2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
155,582$7.0M0.7%ETFMediumWoodbury, MN2026-10-13
Focus Financial Network, Inc.
149,465$6.7M0.2%ETFLowMinneapolis, MN2026-10-14
Etesian Wealth Advisors, Inc.
148,157$6.7M1.9%ETFLowWest Linn, OR2026-10-27
Kelly Financial Group LLC
142,025$6.4M1.5%ETFLowWethersfield, CT2026-10-16
TD Waterhouse Canada Inc.
140,394$6.3M0.0%CoreLowToronto, Australia2026-10-16
Jeter Robert S II
137,976$6.2M4.1%ETFVery LowBethany Beach, DE2026-10-16
Fiduciary Alliance LLC
131,852$5.9M0.4%CoreMediumGreenville, SC2026-10-13
Lionsbridge Wealth Management LLC
131,493$5.9M6.6%ETFMediumJacksonville Beach, FL2026-10-26
Overbrook Management Corp
130,215$5.8M0.9%GrowthMediumNew York, NY2026-10-08
Red Mountain Financial, LLC
130,054$5.8M4.9%ETFLowFort Collins, CO2026-11-03
Apex Wealth Management, LLC
120,869$5.4M3.2%ETFMediumBedford, NH2026-10-20
Citizens National Bank Trust Department
117,106$5.3M0.8%CoreVery LowMeridian, MS2026-11-04
Beacon Bank & Trust
116,872$5.2M1.0%CoreMediumBoston, MA2026-10-27
Chesley Taft & Associates LLC
111,280$5.0M0.2%CoreLowChicago, IL2026-10-13
Ignite Planners, LLC
111,031$5.0M0.6%CoreLowSan Clemente, CA2026-10-14
Nordwand Advisors, LLC
109,943$4.9M0.8%CoreLowRadnor, PA2026-11-05
Retirement Planning Group, LLC
108,605$4.9M0.1%ETFVery LowLeawood, KS2026-10-19
Miller Global Investments, LLC
102,708$4.6M3.7%ValueMediumDallas, TX2026-10-02
Creative Planning
102,412$4.6M0.0%IndexVery LowOverland Park, KS2026-11-02
William Mack & Associates, Inc.
98,704$4.4M1.4%ETFLowTroy, MI2026-10-27
InTrack Investment Management Inc
98,626$4.4M2.1%GrowthMediumSouth Burlington, VT2026-10-15
LifeGoal Investments, LLC
97,184$4.4M1.3%ETFLowSaratoga Springs, NY2026-10-09
Montecito Bank & Trust
95,261$4.3M0.6%GrowthVery LowSanta Barbara, CA2026-10-01
Omni 360 Wealth, Inc.
94,963$4.3M1.9%ETFLowPlainsboro, NJ2026-10-13
Evolution Wealth Advisors, LLC
94,789$4.3M0.4%ETFLowAventura, FL2026-11-03
First Citizens Financial Corp
89,498$4.0M1.7%ETFLowMason City, IA2026-10-02
RFG Advisory, LLC
86,857$3.9M0.1%ETFMediumBirmingham, AL2026-11-03
Madrid Wealth Management, LLC
83,997$3.8M2.4%ETFLowAlbuquerque, NM2026-10-23
Layline Advisors, LLC
81,174$3.6M3.3%ETFLowRochester, NY2026-11-02
Future Financial Wealth Managment LLC
79,639$3.6M2.2%ETFMediumCincinnati, OH2026-10-15
Triad Wealth Partners, LLC
78,571$3.5M0.2%ETFMediumLawrence, KS2026-10-26
Choreo, LLC
73,163$3.3M0.0%IndexLowRockford, IL2026-10-28
Peck Wealth Management, LLC
72,522$3.3M2.8%ETFLowWhite Plains, NY2026-10-29
Narus Financial Partners, LLC
72,476$3.3M0.9%ValueLowSalt Lake City, UT2026-10-19
BNB Wealth Management, LLC
71,976$3.2M1.8%ETFMediumSilver Spring, MD2026-10-28
Financial Partners Group, Inc
71,838$3.2M0.3%ETFLowOverland Park, KS2026-10-19
PFG Advisors
71,106$3.2M0.2%ETFMediumPhoenix, AZ2026-10-16
Prospera Financial Services Inc
70,067$3.2M0.0%CoreMediumDallas, TX2026-11-04
Patriot Financial Group Insurance Agency, LLC
68,381$3.1M0.3%GrowthLowWalpole, MA2026-10-14
WealthPlan Investment Management, LLC
66,981$3.0M0.1%GrowthMediumOmaha, NE2026-10-15
Entrust Financial LLC
65,706$2.9M1.4%ETFLowWayne, PA2026-11-04
Centurion Wealth Management LLC
65,238$2.9M0.7%ETFMediumMclean, VA2026-10-13
Smart Wealth LLC
65,088$2.9M0.6%ETFHighOmaha, NE2026-11-04
Sage Rhino Capital LLC
64,858$2.9M0.5%ETFLowMenlo Park, CA2026-10-28
Opal Wealth Advisors, LLC
64,656$2.9M0.6%ETFLowJericho, NY2026-10-16
Castle Rock Wealth Management, LLC
63,730$2.9M0.5%GrowthMediumWalnut Creek, CA2026-10-09
Bokf, NA
62,982$2.8M0.0%CoreLowTulsa, OK2026-10-27
Syverson Strege & Co
60,884$2.7M0.6%ETFVery LowWest Des Moines, IA2026-11-02
Benchmark Financial, LLC
59,886$2.7M2.1%ETFVery LowWilmington, DE2026-10-16
Fragasso Financial Advisors Inc
57,722$2.6M0.1%ETFLowSewickley, PA2026-10-13
Concurrent Investment Advisors, LLC
57,639$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Fifth Third Securities, Inc.
57,089$2.6M0.1%ETFLowCincinnati, OH2026-10-21
Altus Wealth Management, LLC
56,739$2.5M1.0%ETFVery LowFt Mitchell, KY2026-10-13
Sheets Smith Wealth Management
54,919$2.5M0.3%CoreLowWinston-Salem, NC2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
52,174$2.3M0.1%ETFMediumWestlake, OH2026-10-14
Dynamic Advisor Solutions LLC
50,577$2.3M0.1%ETFLowPhoenix, AZ2026-10-13
Vise Technologies, Inc.
50,245$2.3M0.0%IndexLowNew York, NY2026-10-29
MN Wealth Advisors, LLC
49,969$2.2M0.9%ETFMediumOverland Park, KS2026-10-23
S&A Financial Services, Inc.
49,114$2.2M1.4%ETFN/AOverland Park, KS2026-11-03
Cooper Financial Group
48,598$2.2M0.2%GrowthMediumIrvine, CA2026-10-07
IFP Advisors, Inc
46,720$2.1M0.0%GrowthLowTampa, FL2026-10-16
Nolet Wealth Management, LLC
45,637$2.0M1.1%ETFMediumFort Worth, TX2026-10-15
Whitener Capital Management, Inc.
44,823$2.0M0.4%CoreVery LowRocky Mount, NC2026-10-15
Breakwater Capital Group
43,912$2.0M0.2%ETFLowParamus, NJ2026-10-09
Vigilare Wealth Management
39,529$1.8M0.5%ETFHighScottsdale, AZ2026-10-29
WBH Advisory Inc
38,204$1.7M0.1%ETFLowBaltimore, MD2026-11-05
First Heartland Consultants, Inc.
37,177$1.7M0.1%ETFMediumLake St. Louis, MO2026-10-08
Modera Wealth Management, LLC
36,363$1.6M0.0%ETFVery LowWestwood, NJ2026-10-28
Convergence Financial, LLC
34,496$1.5M0.2%ETFMediumColumbia, MO2026-10-27
Signature Equity Partners, LLC
34,413$1.5M0.5%GrowthMediumColumbus, OH2026-10-29
Salem Investment Counselors Inc
32,411$1.5M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Oppenheimer & Co Inc
31,486$1.4M0.0%CoreLowNew York, NY2026-10-26
Novem Group
31,237$1.4M0.1%ETFMediumRochester, NY2026-10-19
Selby Wealth Management, LLC
30,398$1.4M0.5%ETFVery LowEmeryville, CA2026-10-16
Avantax Planning Partners, Inc.
29,732$1.3M0.0%ETFLowDubuque, IA2026-11-03
International Assets Investment Management, LLC
28,387$1.3M0.1%CoreVery HighOrlando, FL2026-11-02
Partners Wealth Management, LLC
27,731$1.2M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Triumph Capital Management
26,162$1.2M0.2%ETFMediumDenver, CO2026-10-14
HB Wealth Management, LLC
25,432$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Waterfront Wealth Inc.
24,913$1.1M0.2%ValueLowOverland Park, KS2026-11-03
Accurate Wealth Management, LLC
24,867$1.1M0.1%CoreMediumWesley Chapel, FL2026-10-20
Sigma Planning Corp
24,856$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Aprio Wealth Management, LLC
24,138$1.1M0.0%ETFMediumAtlanta, GA2026-10-28
TopTier Wealth Management, LLC
22,733$1.0M0.6%ETFVery LowMuskego, WI2026-10-16
Cobblestone Asset Management LLC
22,223$997.6K0.4%ETFMediumRichmond, VA2026-10-13
Herold Advisors, Inc.
22,000$987.6K0.2%CoreLowNew York, NY2026-10-19
Rockingstone Advisors LLC
21,405$960.9K0.4%GrowthLowGreat Barrington, MA2026-10-16
Birchwood Financial Partners, Inc.
20,916$938.9K0.7%ETFVery LowBloomington, MN2026-11-02
Parallel Advisors, LLC
20,278$910.3K0.0%IndexLowSan Francisco, CA2026-11-03
Ascentis Independent Advisors
20,173$905.6K0.1%ETFLowDallas, TX2026-11-03
Reicon Wealth Advisors, LLC
19,857$891.4K0.5%ETFLowAtlanta, GA2026-11-04
StoneX Group Inc.
19,714$892.7K0.0%ETFMediumNew York, NY2026-11-03
Robertson Stephens Wealth Management, LLC
19,251$864.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Gilbert Capital Group, Inc.
18,628$836.2K0.6%ETFHighNorth Yarmouth, ME2026-10-28
Summit Wealth Group LLC / Co
18,145$814.5K0.1%ETFHighColorado Springs, CO2026-10-29
LaFleur & Godfrey LLC
18,084$811.8K0.1%GrowthLowGrand Rapids, MI2026-10-27
Diversify Advisory Services, LLC
17,948$806.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
17,948$806.6K0.0%GrowthMediumSandy, UT2026-10-20
Signature Estate & Investment Advisors LLC
17,874$802.4K0.0%ETFMediumLos Angeles, CA2026-10-13
PDS Planning, Inc
17,868$802.1K0.0%IndexVery LowDublin, OH2026-11-03
M.E. Allison & Co., Inc.
17,640$791.9K0.4%CoreLowSan Antonio, TX2026-10-09
Investment Planning Advisors, Inc.
17,426$782.2K0.2%ETFMediumCumming, GA2026-10-14
Steinberganna Wealth Management
17,302$776.7K0.3%ETFLowHuntington, NY2026-10-23
WealthPLAN Partners, LLC
16,458$738.8K0.1%CoreMediumOmaha, NE2026-10-15
Lido Advisors, LLC
15,719$705.6K0.0%GrowthLowLos Angeles, CA2026-11-04
GC Wealth Management RIA, LLC
14,995$673.2K0.0%GrowthMediumCambridge, MA2026-11-02
Advisor OS, LLC
14,611$655.9K0.0%ETFMediumChicago, IL2026-11-03
Balboa Wealth Partners
14,078$632.0K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
MassMutual Private Wealth & Trust, FSB
13,019$584.4K0.0%CoreLowSpringfield, MA2026-10-05
Next Level Wealth Planning, LLC
12,983$582.8K0.2%ETFVery LowMeridian, ID2026-10-29
XY Planning Network, Inc.
12,973$582.3K0.1%ETFLowBozeman, MT2026-10-14
Indivisible Partners
12,789$574.1K0.0%GrowthMediumClearwater, FL2026-10-26
Aspen Wealth Management LLC
11,730$526.5K0.1%ETFLowFort Worth, TX2026-10-14
Shulman DeMeo Asset Management LLC
11,579$517.8K0.1%ETFVery LowLake Success, NY2026-10-09
PKS Advisory Services, LLC
11,525$530.7K0.1%ETFMediumAlbany, NY2026-10-26
Accelerate Investment Advisors LLC
11,329$508.6K0.3%ETFLowAliso Viejo, CA2026-11-02
SeaCrest Wealth Management, LLC
10,856$487.3K0.1%GrowthLowPurchase, NY2026-10-21
Elevated Financial Group LLC
10,535$472.9K0.1%ETFMediumIndianapolis, IN2026-10-16
Mayfair Advisory Group, LLC
10,306$462.6K0.1%ETFLowBirmingham, AL2026-10-20
Mascagni Wealth Management, Inc.
10,306$462.6K0.3%ETFLowClinton, MS2026-10-23
Ascent Group, LLC
9,964$447.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Sunpointe, LLC
9,944$446.4K0.1%GrowthMediumSt. Louis, MO2026-10-22
Crossmark Global Holdings, Inc.
9,870$441.5K0.0%GARPMediumHouston, TX2026-10-21
Formidable Asset Management, LLC
9,693$446.4K0.1%CoreLowCincinnati, OH2026-11-03
JSF Financial, LLC
9,530$427.8K0.1%ETFMediumLos Angeles, CA2026-10-22
Peak Wealth Management LLC
9,369$420.9K0.3%ETFMediumNashua, NH2026-10-26
IPG Investment Advisors LLC
9,100$408.5K0.1%CoreMediumSan Diego, CA2026-10-30
Prime Capital Investment Advisors, LLC
8,955$402.0K0.0%ETFLowOverland Park, KS2026-10-20
Legacy Financial Strategies, LLC
8,675$389.4K0.1%ETFLowOverland Park, KS2026-10-15
BXM Wealth LLC
8,496$381.4K0.2%GrowthLowEnglewood, CO2026-11-03
Essex Bank
8,466$380.0K0.1%CoreLowEssex, CT2026-10-16
Fermata Advisors, LLC
8,124$364.7K0.1%ETFLowSonoma, CA2026-10-13
Howard Wealth Management, LLC
8,120$364.5K0.1%ETFVery LowMadison, CT2026-10-28
Investment Partners Asset Management, Inc.
8,113$364.2K0.2%CoreLowMetuchen, NJ2026-10-09
Archvest Wealth Advisors, Inc.
8,100$363.6K0.2%ETFLowConcord, CA2026-10-29
Detalus Advisors, LLC
8,080$362.7K0.1%ETFLowSt. Louis, MO2026-10-15
AdvisorNet Financial, Inc
8,004$358.9K0.0%ETFLowMinnetonka, MN2026-10-15
AlphaCore Capital LLC
8,000$359.1K0.0%ETFLowLa Jolla, CA2026-11-04
G&S Capital LLC
7,901$354.7K0.1%CoreMediumDenver, CO2026-10-23
McAdam, LLC
7,560$339.4K0.0%ETFLowPhiladelphia, PA2026-10-21
Brookstone Capital Management
7,426$333.4K0.0%ETFMediumWheaton, IL2026-10-22
Manchester Capital Management LLC
7,424$333.3K0.0%CoreLowManchester, VT2026-10-22
Ehrlich Financial Group
7,400$332.2K0.2%ETFHighLaguna Niguel, CA2026-10-20
Private Trust Co NA
7,116$319.4K0.0%CoreLowCleveland, OH2026-10-20
Essex LLC
7,045$316.3K0.0%ETFLowDeer Park, IL2026-10-14
EverSource Wealth Advisors, LLC
7,025$315.4K0.0%CoreMediumBirmingham, AL2026-11-04
Matisse Capital
6,821$306.2K0.1%ValueMediumPortland, OR2026-10-29
Stone House Investment Management, LLC
6,806$305.5K0.0%ETFMediumTunkhannock, PA2026-10-23
HUB Investment Partners, LLC
6,394$287.0K0.0%GrowthLowAustin, TX2026-11-03
Elevation Wealth Management LLC
6,043$271.3K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Independent Financial Group, LLC
6,032$270.8K0.0%GrowthLowSan Diego, CA2026-10-13
OpenArc Corporate Advisory, LLC
5,824$261.4K0.0%GrowthLowAtlanta, GA2026-10-21
Gainline Financial Partners, LLC
5,645$253.4K0.2%ETFN/ALouisville, CO2026-10-15
Dynamic Financial Group
5,618$252.2K0.2%ETFLowCedar Falls, IA2026-10-28
Essential Investment Partners LLC
5,522$247.9K0.2%GrowthLowEnglewood, CO2026-10-27
Stevens Capital Partners
5,503$247.0K0.0%ETFVery LowOmaha, NE2026-10-29
Alterna Wealth Management, Inc
5,485$246.2K0.1%ETFMediumHouston, TX2026-10-27
Unique Wealth, LLC
5,403$242.5K0.0%ETFMediumTampa, FL2026-10-16
Diversified Portfolios, Inc.
5,338$239.6K0.0%ETFLowBloomfield Hills, MI2026-11-04
Lighthouse Wealth Management Inc.
5,336$239.5K0.1%ETFLowAshland, OH2026-10-13
Washington Trust Co
5,324$239.0K0.0%GrowthVery LowWesterly, RI2026-10-22
Walkner Condon Financial Advisors LLC
4,960$222.6K0.0%ETFLowVerona, WI2026-11-02
FCG Investment Co
4,958$222.6K0.1%GrowthHighGermantown, TN2026-10-13
Wedbush Securities Inc
4,829$2170.0%CoreLowPasadena, CA2026-10-22
Odyssey Capital Advisors, Inc.
4,734$212.5K0.2%ETFLowBala Cynwyd, PA2026-10-26
Ellis Investment Partners, LLC
4,716$211.7K0.0%ETFLowBerwyn, PA2026-10-21
Firethorn Wealth Partners, LLC
4,484$201.3K0.1%ETFLowAugusta, GA2026-10-14
GFS Advisors, LLC
4,480$201.0K0.0%CoreLowHouston, TX2026-11-03
Parkside Financial Bank & Trust
4,032$181.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Latitude Advisors, LLC
2,652$119.1K0.0%ETFLowYorkville, IL2026-10-27
Burk Holdings LLC
2,349$105.4K0.0%ETFVery LowTulsa, OK2026-11-05
Trust Co of Vermont
2,065$92.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nfsg Corp
1,859$83.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Portfolio Resources Advisor Group, Inc.
1,741$78.2K0.1%ETFMediumCoral Gables, FL2026-10-20
Transce3nd, LLC
1,674$75.2K0.1%GrowthLowBuda, TX2026-10-26
GK Wealth Management LLC
1,500$67.3K0.0%GARPVery HighReno, NV2026-10-09
Kings Path Partners LLC
1,384$62.1K0.0%ETFVery LowSugar Land, TX2026-10-21
Blueline Advisors LLC
1,216$54.6K0.0%ETFLowExeter, NH2026-10-15
GHP Investment Advisors, Inc.
1,039$46.6K0.0%CoreVery LowDenver, CO2026-10-15
Mascoma Wealth Management LLC
1,000$44.9K0.0%ETFVery LowHanover, NH2026-10-23
Hazlett, Burt & Watson, Inc.
784$35.0K0.0%CoreVery LowWheeling, WV2026-11-04
MidAtlantic Capital Management, Inc.
764$34.3K0.0%ETFVery LowRichmond, VA2026-11-05
NorthAvenue LLC
737$33.1K0.0%ETFVery LowColumbus, OH2026-10-29
Madden Securities Corp
700$31.4K0.0%GrowthMediumDallas, TX2026-10-27
Cordgrass Capital Advisors, LLC
663$29.8K0.0%CoreLowRaleigh, NC2026-10-30
Putney Financial Group LLC
545$24.5K0.0%GrowthLowSan Rafael, CA2026-10-30
Signature Resources Capital Management, LLC
542$24.3K0.0%ETFLowNewport Beach, CA2026-10-16
Richards, Merrill & Peterson, Inc.
360$16.2K0.0%GrowthLowSpokane, WA2026-10-19
Harbor Investment Advisory, LLC
314$14.1K0.0%GrowthLowLutherville, MD2026-10-13
Ashton Thomas Private Wealth, LLC
298$13.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Signaturefd, LLC
257$11.5K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Bancorp, Inc.
195$8.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Spire Wealth Management
174$7.8K0.0%GrowthMediumMclean, VA2026-10-30
Nova Financial LLC
164$7.4K0.0%N/AN/ATucson, AZ2026-11-04
Brown, Lisle Ings, Inc.
158$7.1K0.0%CoreVery LowProvidence, RI2026-10-16
CoreCap Advisors, LLC
138$6.2K0.0%ETFMediumSouthfield, MI2026-10-08
Indiana Trust & Investment Management Co
109$4.9K0.0%GrowthLowMishawaka, IN2026-10-22
Fairway Wealth LLC
85$3.8K0.0%ETFLowIndependence, OH2026-10-30
Morton Brown Family Wealth, LLC
80$3.6K0.0%ETFVery LowAllentown, PA2026-10-23
Dhjj Financial Advisors, Ltd.
9$4050.0%ETFVery LowNaperville, IL2026-10-23
Assetmark, Inc
8$3590.0%ETFLowConcord, CA2026-10-21
Prairie Wealth Advisors, Inc.
0$855.2K0.2%CoreVery LowOmaha, NE2026-10-29