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JPMorgan Municipal ETF (JMUB)

CUSIP: 46641Q647 | NYSE | 735 institutional holders

Quarters

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

Wealth Enhancement Advisory Services, LLC2,124,736
0.1% of portfolio›$100.7M
Forvis Mazars Wealth Advisors, LLC1,318,267
1.0% of portfolio›$62.7M
1900 Wealth Management LLC1,173,995
3.0% of portfolio›$55.9M
Avantax Planning Partners, Inc.835,262
1.0% of portfolio›$39.7M
G2 Capital Management, LLC / OH818,441
8.8% of portfolio›$38.9M
Bailard, Inc.726,592
0.7% of portfolio›$34.6M
Assetmark, Inc670,826
0.1% of portfolio›$31.9M
Lebenthal Global Advisors, LLC657,880
4.2% of portfolio›$31.3M
Asio Capital, LLC631,005
3.7% of portfolio›$30.0M
OpenArc Corporate Advisory, LLC607,544
0.3% of portfolio›$28.9M
Commonwealth Equity Services, LLC560,331
0.0% of portfolio›$26.7M
Sagespring Wealth Partners, LLC549,878
0.4% of portfolio›$26.2M
Amplius Wealth Advisors, LLC547,767
1.8% of portfolio›$26.1M
Mather Group, Llc.529,331
0.2% of portfolio›$25.2M
Able Financial Group, LLC514,347
3.8% of portfolio›$24.5M
Avidian Wealth Enterprises, LLC481,080
0.6% of portfolio›$22.9M
Vise Technologies, Inc.462,225
0.2% of portfolio›$22.0M
Apollon Wealth Management, LLC408,474
0.2% of portfolio›$19.4M
Cardinal Strategic Wealth Guidance397,907
4.3% of portfolio›$18.9M
Invenio Wealth Partners LLC388,257
6.6% of portfolio›$18.5M
Collective Family Office LLC384,552
3.8% of portfolio›$18.3M
Clear Trail Advisors, LLC368,505
2.7% of portfolio›$17.5M
Chesley Taft & Associates LLC331,298
0.6% of portfolio›$15.8M
Magnus Financial Group LLC320,495
1.0% of portfolio›$15.2M
Wealth Alliance Advisory Group, LLC315,520
2.1% of portfolio›$15.0M
Harbor Group, Inc.314,913
1.8% of portfolio›$15.0M
HB Wealth Management, LLC308,494
0.1% of portfolio›$14.7M
Cambridge Investment Research Advisors, Inc.306,863
0.0% of portfolio›$14.6K
Nolet Wealth Management, LLC301,649
7.9% of portfolio›$14.4M
CGN Advisors LLC297,739
1.1% of portfolio›$14.2M
Resonant Capital Advisors, LLC287,986
0.7% of portfolio›$13.7M
ARQ Wealth Advisors, LLC267,588
1.5% of portfolio›$12.7M
Verus Capital Partners, LLC250,442
0.6% of portfolio›$11.9M
Cliftonlarsonallen Wealth Advisors, LLC247,459
0.2% of portfolio›$11.8M
Aspen Wealth Management LLC246,045
1.9% of portfolio›$11.7M
Hartford Financial Management Inc.241,018
2.6% of portfolio›$11.5M
Smith & Howard Wealth Management, LLC228,201
2.1% of portfolio›$10.9M
Founders Financial Securities LLC214,524
0.5% of portfolio›$10.2M
Cornerstone Wealth Management, LLC210,288
0.4% of portfolio›$10.0M
Simon Quick Advisors, LLC203,105
0.4% of portfolio›$9.7M
Lido Advisors, LLC201,538
0.0% of portfolio›$9.6M
Washington Trust Bank190,081
0.6% of portfolio›$9.0M
Truist Financial Corp188,859
0.0% of portfolio›$9.0M
Retirement Planning Group, LLC188,096
0.2% of portfolio›$8.9M
Signature Estate & Investment Advisors LLC186,667
0.2% of portfolio›$8.9M
Kestra Advisory Services, LLC182,226
0.0% of portfolio›$8.7M
Summit Financial Strategies, Inc.175,855
0.6% of portfolio›$8.4M
Farther Finance Advisors, LLC168,474
0.1% of portfolio›$8.0M
Fragasso Financial Advisors Inc162,620
0.4% of portfolio›$7.7M
Diversified Portfolios, Inc.159,762
0.5% of portfolio›$7.6M
Axxcess Wealth Management, LLC157,651
0.3% of portfolio›$7.5M
Perigon Wealth Management, LLC149,562
0.1% of portfolio›$7.1M
Skyline Advisors, Inc.148,381
2.2% of portfolio›$7.1M
Family Investment Center, Inc.148,219
1.2% of portfolio›$7.1M
Baker Tilly Wealth Management, LLC147,551
1.4% of portfolio›$7.0M
Dodds Wealth, LLC146,248
1.6% of portfolio›$7.0M
Rosenberg Matthew Hamilton145,081
1.2% of portfolio›$6.9M
Moss Adams Wealth Advisors LLC144,624
0.4% of portfolio›$6.9M
Private Wealth Management Group, LLC142,847
1.5% of portfolio›$6.8M
Legacy Wealth Management, LLC141,081
0.4% of portfolio›$6.7M
JFS Wealth Advisors, LLC137,457
0.3% of portfolio›$6.5M
Park Avenue Securities LLC132,740
0.0% of portfolio›$6.3K
Prime Capital Investment Advisors, LLC127,213
0.1% of portfolio›$6.1M
NBT Bank, N.A.120,325
0.4% of portfolio›$5.7M
Unique Wealth, LLC118,242
0.6% of portfolio›$5.6M
Leverty Financial Group, LLC117,623
1.0% of portfolio›$5.6M
Newman Dignan & Sheerar, Inc.115,520
1.0% of portfolio›$5.5M
Crumly & Associates Inc.115,419
1.0% of portfolio›$5.5M
Shotwell Rutter Baer Inc104,220
2.8% of portfolio›$5.0M
Obermeyer Wealth Partners97,215
0.2% of portfolio›$4.6M
Daymark Wealth Partners, LLC94,400
0.1% of portfolio›$4.5M
Benchmark Financial Wealth Advisors, LLC93,547
1.1% of portfolio›$4.5M
Principle Wealth Partners LLC89,721
0.2% of portfolio›$4.3M
Bernardo Wealth Planning LLC88,802
0.4% of portfolio›$4.2M
Syntegra Private Wealth Group, LLC88,469
0.3% of portfolio›$4.2M
Visionary Wealth Advisors88,253
0.2% of portfolio›$4.2M
Compass Ion Advisors, LLC87,264
0.3% of portfolio›$4.2M
Ironwood Wealth Management, Llc.86,862
0.9% of portfolio›$4.1M
Elevated Financial Group LLC79,147
1.1% of portfolio›$3.8M
Unique Wealth Strategies, LLC73,926
1.4% of portfolio›$3.7M
Leslie Global Wealth, LLC71,489
1.3% of portfolio›$3.4M
Intrua Financial, LLC70,855
0.3% of portfolio›$3.4M
FMA Wealth Management, LLC68,280
2.0% of portfolio›$3.2M
WealthPlan Investment Management, LLC62,149
0.1% of portfolio›$3.0M
RFG Advisory, LLC60,945
0.0% of portfolio›$2.9M
Opal Wealth Advisors, LLC60,547
0.6% of portfolio›$2.9M
Mccarter Private Wealth Services LLC59,652
1.0% of portfolio›$2.8M
First Financial Bank - Trust Division58,551
0.2% of portfolio›$2.8M
Quadcap Wealth Management, LLC57,717
0.3% of portfolio›$2.7M
Hennion & Walsh Asset Management, Inc.57,114
0.1% of portfolio›$2.7M
Landmark Wealth Management, LLC56,050
0.6% of portfolio›$2.7M
Concurrent Investment Advisors, LLC54,858
0.0% of portfolio›$2.6M
Equity Wealth Partners, LLC54,367
0.9% of portfolio›$2.6M
Walkner Condon Financial Advisors LLC53,366
0.3% of portfolio›$2.5M
Ascentis Independent Advisors53,345
0.1% of portfolio›$2.5M
AdvisorNet Financial, Inc53,341
0.1% of portfolio›$2.6M
Econ Financial Services Corp53,316
1.1% of portfolio›$2.5M
Smithbridge Asset Management Inc53,241
0.3% of portfolio›$2.5M
Lineweaver Wealth Advisors, LLC52,848
0.3% of portfolio›$2.5M
Capital Advisors Wealth Management, LLC51,840
0.3% of portfolio›$2.5M
Robertson Stephens Wealth Management, LLC51,505
0.1% of portfolio›$2.5M
Sterling Investment Advisors, Ltd.50,800
0.4% of portfolio›$2.4M
Balance Wealth Partners LLC49,542
0.6% of portfolio›$2.4M
Atria Investments, Inc48,347
0.0% of portfolio›$2.3M
Centerline Wealth Advisors, LLC47,629
0.7% of portfolio›$2.3M
Galvin, Gaustad & Stein, LLC47,110
0.2% of portfolio›$2.2M
Breakwater Capital Group46,734
0.3% of portfolio›$2.2M
Wiser Wealth Management, Inc45,399
0.4% of portfolio›$2.2M
Whitegate Investment Counselors, Inc.43,124
0.6% of portfolio›$2.1M
Inscription Capital, LLC41,401
0.2% of portfolio›$2.0M
GFS Advisors, LLC40,600
0.2% of portfolio›$1.9M
Apella Capital, LLC40,483
0.0% of portfolio›$1.9M
Juno Financial Group LLC40,316
0.7% of portfolio›$1.9M
United Advisor Group, LLC39,680
0.2% of portfolio›$1.9M
Golden State Wealth Management, LLC38,890
0.2% of portfolio›$1.9M
MBM Wealth Consultants, LLC38,395
0.3% of portfolio›$1.8M
Marion Wealth Management37,367
0.3% of portfolio›$1.8M
Diversify Advisory Services, LLC35,912
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC35,912
0.0% of portfolio›$1.7M
Wesbanco Bank Inc35,465
0.1% of portfolio›$1.7M
Spire Wealth Management35,359
0.1% of portfolio›$1.7M
Friday Financial35,216
0.3% of portfolio›$1.7M
RTD Financial Advisors, Inc.34,223
0.2% of portfolio›$1.6M
Morton Brown Family Wealth, LLC33,535
0.4% of portfolio›$1.6M
Valeo Financial Advisors, LLC32,645
0.0% of portfolio›$1.6M
Cyndeo Wealth Partners, LLC32,504
0.1% of portfolio›$1.5M
Private Trust Co NA32,184
0.1% of portfolio›$1.5M
SteelPeak Wealth, LLC31,908
0.0% of portfolio›$1.5M
IFP Advisors, Inc31,871
0.0% of portfolio›$1.5M
Philip James Wealth Mangement, LLC30,367
0.2% of portfolio›$1.4M
Boyce & Associates Wealth Consulting, Inc.30,016
0.9% of portfolio›$1.4M
Beaumont Financial Advisors, LLC29,039
0.1% of portfolio›$1.4M
Conrad Siegel Investment Advisors, Inc.28,769
0.2% of portfolio›$1.4M
Kooman & Associates28,575
0.4% of portfolio›$1.4M
Integrity Wealth Advisors, Inc.27,852
0.7% of portfolio›$1.3M
Red Mountain Financial, LLC27,648
1.1% of portfolio›$1.3M
Cyr Financial Inc.27,219
0.6% of portfolio›$1.3M
Wealthcare Advisory Partners LLC24,649
0.0% of portfolio›$1.2M
Boyd Wealth Management, LLC21,681
0.4% of portfolio›$1.0M
Apollon Financial, LLC21,584
0.1% of portfolio›$1.0M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors21,267
0.0% of portfolio›$1.0M
Perennial Advisors, LLC21,250
0.2% of portfolio›$1.0M
Copper Harbor Investment Advisors, LLC20,730
0.2% of portfolio›$986.3K
Prevail Innovative Wealth Advisors, LLC20,684
0.1% of portfolio›$979.2K
Creative Planning20,390
0.0% of portfolio›$970.1K
Wealth Enhancement Trust Services, Inc.20,370
0.1% of portfolio›$969.2K
Lockerman Financial Group, Inc.20,277
1.4% of portfolio›$964.8K
Crane Advisory, LLC20,026
0.1% of portfolio›$954.0K
High Net Worth Advisory Group LLC20,000
0.2% of portfolio›$951.6K
Compass Wealth Management, LLC19,108
0.4% of portfolio›$909.2K
Keudell ison Wealth Management18,643
0.2% of portfolio›$887.0K
Prentice Wealth Management LLC18,305
0.2% of portfolio›$871.0K
Edgemoor Investment Advisors, Inc.18,285
0.1% of portfolio›$870.0K
Kestra Private Wealth Services, LLC18,218
0.0% of portfolio›$866.8K
Higgins & Schmidt Wealth Strategies LLC17,540
0.3% of portfolio›$834.6K
Avestar Capital, LLC17,332
0.1% of portfolio›$824.7K
VestGen Advisors, LLC17,210
0.0% of portfolio›$818.9K
Arbor Investment Advisors, LLC15,720
0.1% of portfolio›$748.0K
Gainline Financial Partners, LLC15,586
0.6% of portfolio›$741.6K
D'Orazio & Associates, Inc.15,286
0.1% of portfolio›$727.3K
MGO One Seven LLC15,265
0.0% of portfolio›$726.3K
Laurel OAK Wealth Management, LLC15,041
0.1% of portfolio›$715.7K
Oppenheimer & Co Inc15,011
0.0% of portfolio›$714.2K
NWF Advisory Services Inc.14,881
0.1% of portfolio›$708.0K
PFW Advisors LLC14,520
0.2% of portfolio›$690.9K
Summit Wealth Group LLC / Co14,188
0.0% of portfolio›$675.1K
Fifth Third Securities, Inc.14,096
0.0% of portfolio›$670.7K
Sigma Planning Corp13,839
0.0% of portfolio›$658.4K
Peterson Wealth Advisors, LLC13,191
0.1% of portfolio›$627.6K
FF Advisors,LLC13,079
0.2% of portfolio›$622.3K
Parallel Advisors, LLC12,605
0.0% of portfolio›$599.7K
Clarity Retirement & Wealth, LLC12,488
0.4% of portfolio›$594.2K
Hicks Capital Management LLC12,196
0.5% of portfolio›$617.8K
Global Wealth Management Investment Advisory, Inc.11,457
0.1% of portfolio›$545.1K
Acima Private Wealth, LLC10,997
0.2% of portfolio›$523.2K
Optima Capital LLC10,932
0.2% of portfolio›$520.2K
Clear Point Advisors Inc.10,686
0.3% of portfolio›$508.4K
Mallini Complete Financial Planning LLC10,600
0.4% of portfolio›$504.3K
Blue Water Asset Management10,269
0.2% of portfolio›$488.6K
Choreo, LLC10,227
0.0% of portfolio›$486.6K
Swmg, LLC10,105
0.1% of portfolio›$491.4K
BlueChip Wealth Advisors LLC10,000
0.2% of portfolio›$475.8K
Beacon Financial Group9,984
0.0% of portfolio›$475.1K
Financial Life Advisors9,889
0.1% of portfolio›$470.5K
Gerber Kawasaki Wealth & Investment Management9,812
0.0% of portfolio›$466.9K
KFA Private Wealth Group, LLC9,507
0.1% of portfolio›$452.3K
CV Advisors LLC9,392
0.1% of portfolio›$445.4K
Centurion Wealth Management LLC9,355
0.1% of portfolio›$445.1K
Lodestar Private Asset Management LLC9,273
0.0% of portfolio›$441.2K
Sincerus Advisory, LLC9,208
0.3% of portfolio›$438.1K
Choice Wealth Advisors LLC9,131
0.2% of portfolio›$434.5K
Ashton Thomas Private Wealth, LLC9,054
0.0% of portfolio›$430.8K
D.A. Davidson & Co.9,000
0.0% of portfolio›$428.2K
Jeter Robert S II8,932
0.3% of portfolio›$427.7K
Saxon Interests, Inc.8,890
0.1% of portfolio›$423.0K
Peoples Bank8,796
0.2% of portfolio›$418.5K
Quadrant Capital Group LLC8,612
0.0% of portfolio›$412.3K
Kingswood Wealth Advisors, LLC8,611
0.0% of portfolio›$409.7K
Cooper Financial Group8,566
0.0% of portfolio›$407.6K
Putney Financial Group LLC8,451
0.3% of portfolio›$402.1K
Meridian Financial Advisors, LLC8,033
0.2% of portfolio›$382.2K
Prospera Financial Services Inc7,972
0.0% of portfolio›$391.3K
Johnson Bixby & Associates, LLC7,912
0.0% of portfolio›$376.5K
PDS Planning, Inc7,776
0.0% of portfolio›$370.0K
W.H. Cornerstone Investments Inc.7,725
0.2% of portfolio›$367.6K
Global Financial Private Client, LLC7,585
0.1% of portfolio›$360.9K
XY Planning Network, Inc.7,523
0.0% of portfolio›$358.0K
Lionshead Wealth Management, LLC7,358
0.2% of portfolio›$350.1K
Commonwealth Financial Services, LLC7,302
0.1% of portfolio›$347.4K
Goodman Advisory Group, LLC7,168
0.1% of portfolio›$341.1K
Genesis Private Wealth, LLC7,146
0.1% of portfolio›$340.0K
McAdam, LLC6,897
0.0% of portfolio›$328.2K
Bond & Devick Financial Network, Inc.6,849
0.1% of portfolio›$325.9K
Davenport & Co LLC6,847
0.0% of portfolio›$325.8K
Roberts Wealth Advisors, LLC6,542
0.1% of portfolio›$311.3K
Lake Street Private Wealth, LLC6,500
0.0% of portfolio›$309.3K
Embree Financial Group6,468
0.0% of portfolio›$307.7K
Arlington Financial Advisors, LLC6,372
0.0% of portfolio›$303.2K
GEN Financial Management, Inc.6,350
0.2% of portfolio›$302.1K
Citigroup Inc6,326
0.0% of portfolio›$301.0K
Teamwork Financial Advisors, LLC6,315
0.0% of portfolio›$300.4K
Howard Wealth Management, LLC6,253
0.1% of portfolio›$297.5K
Balefire, LLC6,058
0.0% of portfolio›$288.2K
WealthPLAN Partners, LLC6,003
0.1% of portfolio›$285.6K
B. Riley Wealth Advisors, Inc.5,873
0.0% of portfolio›$279.4K
Signal Advisors Wealth, LLC5,798
0.0% of portfolio›$275.9K
Hughes Financial Services, LLC5,756
0.0% of portfolio›$281.6K
Cadent Capital Advisors, LLC5,496
0.1% of portfolio›$261.5K
Omni 360 Wealth, Inc.5,431
0.1% of portfolio›$258.4K
Gryphon Financial Partners LLC5,320
0.0% of portfolio›$253.1K
Portland Financial Advisors Inc5,303
0.4% of portfolio›$252.3K
Saxony Capital Management, LLC5,267
0.1% of portfolio›$250.6K
StrongBox Wealth, LLC5,184
0.1% of portfolio›$246.7K
Cedar Point Capital Partners, LLC4,900
0.1% of portfolio›$233.1K
Trust Co4,800
0.0% of portfolio›$228.4K
PKS Advisory Services, LLC4,775
0.0% of portfolio›$241.9K
Entrewealth, LLC4,766
0.1% of portfolio›$226.8K
Independence Asset Advisors, LLC4,660
0.1% of portfolio›$221.7K
Live Oak Investment Partners4,600
0.1% of portfolio›$218.9K
Signature Wealth Management Partners, LLC4,578
0.1% of portfolio›$217.8K
Leading Edge Financial Planning LLC4,561
0.0% of portfolio›$217.0K
Key Client Fiduciary Advisors, LLC4,500
0.1% of portfolio›$214.1K
Navigate Wealth Management, LLC4,470
0.1% of portfolio›$212.6K
21 West Wealth Management LLC4,450
0.2% of portfolio›$211.7K
Capital Investment Advisory Services, LLC4,424
0.0% of portfolio›$210.0K
Badgley Phelps Wealth Managers, LLC4,288
0.0% of portfolio›$204.0K
Eagle Bluffs Wealth Management LLC4,280
0.1% of portfolio›$203.6K
International Assets Investment Management, LLC4,205
0.0% of portfolio›$200.5K
Blueline Advisors LLC4,117
0.1% of portfolio›$195.9K
Provenance Wealth Advisors, LLC3,541
0.0% of portfolio›$168.5K
Signature Equity Partners, LLC2,738
0.0% of portfolio›$130.3K
Hazlett, Burt & Watson, Inc.2,463
0.1% of portfolio›$117.0K
Cordgrass Capital Advisors, LLC2,347
0.0% of portfolio›$111.7K
Trust Co of Toledo NA2,196
0.0% of portfolio›$104.5K
Buck Wealth Strategies, LLC2,141
0.0% of portfolio›$101.9K
MB, Levis & Associates, LLC2,066
0.0% of portfolio›$98.3K
Cassaday & Co Wealth Management LLC1,805
0.0% of portfolio›$85.9K
Redwood Park Advisors LLC1,585
0.0% of portfolio›$75.4K
Brown, Lisle Ings, Inc.1,253
0.0% of portfolio›$59.6K
Birch Financial Group, LLC902
0.0% of portfolio›$42.9K
Essential Investment Partners LLC645
0.0% of portfolio›$30.7K
Princeton Global Asset Management LLC503
0.0% of portfolio›$23.9K
Wilmington Savings Fund Society, FSB498
0.0% of portfolio›$23.7K
1620 Investment Advisors, Inc.447
0.0% of portfolio›$21.3K
Kingdom Financial Group Llc.406
0.0% of portfolio›$19.3K
DeDora Capital, Inc.372
0.0% of portfolio›$17.7K
Peck Wealth Management, LLC320
0.0% of portfolio›$15.2K
CX Institutional295
0.0% of portfolio›$14
CoreCap Advisors, LLC289
0.0% of portfolio›$13.8K
EverSource Wealth Advisors, LLC240
0.0% of portfolio›$11.4K
Lanark Financial, Inc.195
0.0% of portfolio›$9.3K
Cape Investment Advisory, Inc.166
0.0% of portfolio›$7.9K
Axiom Investment Management LLC132
0.0% of portfolio›$6.3K
Smallwood Wealth Investment Management, LLC26
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
2,124,736$100.7M0.1%CoreLowPlymouth, MN2026-10-13
Forvis Mazars Wealth Advisors, LLC
1,318,267$62.7M1.0%ETFVery LowSpringfield, MO2026-10-13
1900 Wealth Management LLC
1,173,995$55.9M3.0%ETFLowSan Antonio, TX2026-10-13
Avantax Planning Partners, Inc.
835,262$39.7M1.0%ETFLowDubuque, IA2026-11-03
G2 Capital Management, LLC / OH
818,441$38.9M8.8%ETFVery LowColumbus, OH2026-10-23
Bailard, Inc.
726,592$34.6M0.7%GrowthMediumFoster City, CA2026-10-13
Assetmark, Inc
670,826$31.9M0.1%ETFLowConcord, CA2026-10-21
Lebenthal Global Advisors, LLC
657,880$31.3M4.2%ETFMediumHauppauge, NY2026-10-28
Asio Capital, LLC
631,005$30.0M3.7%GrowthMediumLexington, KY2026-10-19
OpenArc Corporate Advisory, LLC
607,544$28.9M0.3%GrowthLowAtlanta, GA2026-10-21
Commonwealth Equity Services, LLC
560,331$26.7M0.0%ETFLowWaltham, MA2026-11-02
Sagespring Wealth Partners, LLC
549,878$26.2M0.4%ETFLowFranklin, TN2026-10-22
Amplius Wealth Advisors, LLC
547,767$26.1M1.8%ETFLowBlue Bell, PA2026-10-20
Mather Group, Llc.
529,331$25.2M0.2%ETFMediumChicago, IL2026-10-14
Able Financial Group, LLC
514,347$24.5M3.8%ETFLowScottsdale, AZ2026-10-14
Avidian Wealth Enterprises, LLC
481,080$22.9M0.6%ETFLowHouston, TX2026-10-08
Vise Technologies, Inc.
462,225$22.0M0.2%IndexLowNew York, NY2026-10-29
Apollon Wealth Management, LLC
408,474$19.4M0.2%GrowthLowMount Pleasant, SC2026-10-23
Cardinal Strategic Wealth Guidance
397,907$18.9M4.3%ETFMediumLouisville, KY2026-11-02
Invenio Wealth Partners LLC
388,257$18.5M6.6%ETFLowCoral Gables, FL2026-10-20
Collective Family Office LLC
384,552$18.3M3.8%ETFLowYork, PA2026-10-05
Clear Trail Advisors, LLC
368,505$17.5M2.7%CoreLowHouston, TX2026-10-20
Chesley Taft & Associates LLC
331,298$15.8M0.6%CoreLowChicago, IL2026-10-13
Magnus Financial Group LLC
320,495$15.2M1.0%ETFLowNew York, NY2026-10-21
Wealth Alliance Advisory Group, LLC
315,520$15.0M2.1%CoreLowWichita, KS2026-10-14
Harbor Group, Inc.
314,913$15.0M1.8%ETFVery LowBedford, NH2026-10-14
HB Wealth Management, LLC
308,494$14.7M0.1%IndexVery LowAtlanta, GA2026-10-23
Cambridge Investment Research Advisors, Inc.
306,863$14.6K0.0%ETFLowFairfield, IA2026-11-02
Nolet Wealth Management, LLC
301,649$14.4M7.9%ETFMediumFort Worth, TX2026-10-15
CGN Advisors LLC
297,739$14.2M1.1%ETFLowManhattan, KS2026-10-21
Resonant Capital Advisors, LLC
287,986$13.7M0.7%ETFLowMadison, WI2026-10-15
ARQ Wealth Advisors, LLC
267,588$12.7M1.5%ETFLowScottsdale, AZ2026-10-29
Verus Capital Partners, LLC
250,442$11.9M0.6%GrowthLowScottsdale, AZ2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
247,459$11.8M0.2%ETFLowMinneapolis, MN2026-10-14
Aspen Wealth Management LLC
246,045$11.7M1.9%ETFLowFort Worth, TX2026-10-14
Hartford Financial Management Inc.
241,018$11.5M2.6%CoreLowWest Hartford, CT2026-10-21
Smith & Howard Wealth Management, LLC
228,201$10.9M2.1%ETFLowAtlanta, GA2026-10-27
Founders Financial Securities LLC
214,524$10.2M0.5%ETFMediumTowson, MD2026-10-28
Cornerstone Wealth Management, LLC
210,288$10.0M0.4%ETFVery LowSt. Peters, MO2026-11-04
Simon Quick Advisors, LLC
203,105$9.7M0.4%ETFLowMorristown, NJ2026-10-26
Lido Advisors, LLC
201,538$9.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Washington Trust Bank
190,081$9.0M0.6%CoreLowSpokane, WA2026-11-03
Truist Financial Corp
188,859$9.0M0.0%CoreLowCharlotte, NC2026-10-30
Retirement Planning Group, LLC
188,096$8.9M0.2%ETFVery LowLeawood, KS2026-10-19
Signature Estate & Investment Advisors LLC
186,667$8.9M0.2%ETFMediumLos Angeles, CA2026-10-13
Kestra Advisory Services, LLC
182,226$8.7M0.0%CoreLowAustin, TX2026-11-02
Summit Financial Strategies, Inc.
175,855$8.4M0.6%ETFLowColumbus, OH2026-10-14
Farther Finance Advisors, LLC
168,474$8.0M0.1%IndexLowSan Francisco, CA2026-10-08
Fragasso Financial Advisors Inc
162,620$7.7M0.4%ETFLowSewickley, PA2026-10-13
Diversified Portfolios, Inc.
159,762$7.6M0.5%ETFLowBloomfield Hills, MI2026-11-04
Axxcess Wealth Management, LLC
157,651$7.5M0.3%CoreLowCarlsbad, CA2026-10-21
Perigon Wealth Management, LLC
149,562$7.1M0.1%GrowthLowSan Francisco, CA2026-10-22
Skyline Advisors, Inc.
148,381$7.1M2.2%ETFMediumBellingham, WA2026-11-03
Family Investment Center, Inc.
148,219$7.1M1.2%ETFMediumSaint Joseph, MO2026-10-19
Baker Tilly Wealth Management, LLC
147,551$7.0M1.4%GrowthLowMadison, WI2026-10-05
Dodds Wealth, LLC
146,248$7.0M1.6%ETFVery LowGreenwood Village, CO2026-11-02
Rosenberg Matthew Hamilton
145,081$6.9M1.2%ETFVery LowGrand Junction, CO2026-10-05
Moss Adams Wealth Advisors LLC
144,624$6.9M0.4%ETFLowSeattle, WA2026-10-28
Private Wealth Management Group, LLC
142,847$6.8M1.5%ETFLowPrinceton, NJ2026-10-19
Legacy Wealth Management, LLC
141,081$6.7M0.4%ETFLowMemphis, TN2026-10-22
JFS Wealth Advisors, LLC
137,457$6.5M0.3%ETFVery LowHermitage, PA2026-11-03
Park Avenue Securities LLC
132,740$6.3K0.0%ETFMediumNew York, NY2026-10-26
Prime Capital Investment Advisors, LLC
127,213$6.1M0.1%ETFLowOverland Park, KS2026-10-20
NBT Bank, N.A.
120,325$5.7M0.4%CoreLowNorwich, NY2026-10-21
Unique Wealth, LLC
118,242$5.6M0.6%ETFMediumTampa, FL2026-10-16
Leverty Financial Group, LLC
117,623$5.6M1.0%ETFVery LowHudson, WI2026-10-08
Newman Dignan & Sheerar, Inc.
115,520$5.5M1.0%ETFLowProvidence, RI2026-10-21
Crumly & Associates Inc.
115,419$5.5M1.0%ETFMediumSpringfield, IL2026-10-07
Shotwell Rutter Baer Inc
104,220$5.0M2.8%ETFVery LowLansing, MI2026-10-14
Obermeyer Wealth Partners
97,215$4.6M0.2%GrowthLowAspen, CO2026-10-21
Daymark Wealth Partners, LLC
94,400$4.5M0.1%CoreLowCincinnati, OH2026-11-04
Benchmark Financial Wealth Advisors, LLC
93,547$4.5M1.1%ETFLowBoca Raton, FL2026-10-20
Principle Wealth Partners LLC
89,721$4.3M0.2%CoreVery LowMadison, CT2026-11-02
Bernardo Wealth Planning LLC
88,802$4.2M0.4%ETFVery LowHarleysville, PA2026-10-23
Syntegra Private Wealth Group, LLC
88,469$4.2M0.3%ETFLowChesterfield, MO2026-10-13
Visionary Wealth Advisors
88,253$4.2M0.2%ETFLowO'Fallon, IL2026-11-04
Compass Ion Advisors, LLC
87,264$4.2M0.3%ETFVery LowConshohocken, PA2026-10-23
Ironwood Wealth Management, Llc.
86,862$4.1M0.9%ETFLowChandler, AZ2026-10-28
Elevated Financial Group LLC
79,147$3.8M1.1%ETFMediumIndianapolis, IN2026-10-16
Unique Wealth Strategies, LLC
73,926$3.7M1.4%CoreMediumBurr Ridge, IL2026-10-13
Leslie Global Wealth, LLC
71,489$3.4M1.3%ETFLowItasca, IL2026-10-26
Intrua Financial, LLC
70,855$3.4M0.3%ETFMediumHouston, TX2026-10-28
FMA Wealth Management, LLC
68,280$3.2M2.0%ETFVery LowDuxbury, MA2026-10-21
WealthPlan Investment Management, LLC
62,149$3.0M0.1%GrowthMediumOmaha, NE2026-10-15
RFG Advisory, LLC
60,945$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
Opal Wealth Advisors, LLC
60,547$2.9M0.6%ETFLowJericho, NY2026-10-16
Mccarter Private Wealth Services LLC
59,652$2.8M1.0%CoreLowBoston, MA2026-10-22
First Financial Bank - Trust Division
58,551$2.8M0.2%CoreLowHamilton, OH2026-10-01
Quadcap Wealth Management, LLC
57,717$2.7M0.3%ETFLowFrisco, TX2026-11-02
Hennion & Walsh Asset Management, Inc.
57,114$2.7M0.1%ValueMediumParsippany, NJ2026-10-13
Landmark Wealth Management, LLC
56,050$2.7M0.6%ETFVery LowMelville, NY2026-11-03
Concurrent Investment Advisors, LLC
54,858$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Equity Wealth Partners, LLC
54,367$2.6M0.9%ETFVery LowIndependence, MO2026-10-26
Walkner Condon Financial Advisors LLC
53,366$2.5M0.3%ETFLowVerona, WI2026-11-02
Ascentis Independent Advisors
53,345$2.5M0.1%ETFLowDallas, TX2026-11-03
AdvisorNet Financial, Inc
53,341$2.6M0.1%ETFLowMinnetonka, MN2026-10-15
Econ Financial Services Corp
53,316$2.5M1.1%YieldVery HighHarrisburg, PA2026-10-19
Smithbridge Asset Management Inc
53,241$2.5M0.3%GrowthLowChadds Ford, PA2026-10-19
Lineweaver Wealth Advisors, LLC
52,848$2.5M0.3%ETFLowValley View, OH2026-10-13
Capital Advisors Wealth Management, LLC
51,840$2.5M0.3%ETFLowYakima, WA2026-10-09
Robertson Stephens Wealth Management, LLC
51,505$2.5M0.1%ETFMediumSan Francisco, CA2026-10-16
Sterling Investment Advisors, Ltd.
50,800$2.4M0.4%GrowthLowBerwyn, PA2026-10-27
Balance Wealth Partners LLC
49,542$2.4M0.6%ETFMediumWorthington, OH2026-10-27
Atria Investments, Inc
48,347$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Centerline Wealth Advisors, LLC
47,629$2.3M0.7%ETFHighLouisville, KY2026-10-15
Galvin, Gaustad & Stein, LLC
47,110$2.2M0.2%CoreMediumScottsdale, AZ2026-10-08
Breakwater Capital Group
46,734$2.2M0.3%ETFLowParamus, NJ2026-10-09
Wiser Wealth Management, Inc
45,399$2.2M0.4%ETFVery LowMarietta, GA2026-10-14
Whitegate Investment Counselors, Inc.
43,124$2.1M0.6%ETFVery LowConcord, NH2026-11-02
Inscription Capital, LLC
41,401$2.0M0.2%GARPMediumHouston, TX2026-11-02
GFS Advisors, LLC
40,600$1.9M0.2%CoreLowHouston, TX2026-11-03
Apella Capital, LLC
40,483$1.9M0.0%ETFVery LowWest Hartford, CT2026-10-08
Juno Financial Group LLC
40,316$1.9M0.7%ETFMediumRichmond, VA2026-10-27
United Advisor Group, LLC
39,680$1.9M0.2%ETFLowCincinnati, OH2026-11-03
Golden State Wealth Management, LLC
38,890$1.9M0.2%ETFMediumSanta Ana, CA2026-11-02
MBM Wealth Consultants, LLC
38,395$1.8M0.3%ETFVery LowChesterfield, MO2026-10-20
Marion Wealth Management
37,367$1.8M0.3%ETFVery LowMonroeville, PA2026-10-22
Diversify Advisory Services, LLC
35,912$1.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
35,912$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Wesbanco Bank Inc
35,465$1.7M0.1%CoreLowWheeling, WV2026-11-04
Spire Wealth Management
35,359$1.7M0.1%GrowthMediumMclean, VA2026-10-30
Friday Financial
35,216$1.7M0.3%ETFVery LowDubuque, IA2026-10-09
RTD Financial Advisors, Inc.
34,223$1.6M0.2%ETFLowPhiladelphia, PA2026-10-09
Morton Brown Family Wealth, LLC
33,535$1.6M0.4%ETFVery LowAllentown, PA2026-10-23
Valeo Financial Advisors, LLC
32,645$1.6M0.0%ETFLowCarmel, IN2026-10-08
Cyndeo Wealth Partners, LLC
32,504$1.5M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Private Trust Co NA
32,184$1.5M0.1%CoreLowCleveland, OH2026-10-20
SteelPeak Wealth, LLC
31,908$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
IFP Advisors, Inc
31,871$1.5M0.0%GrowthLowTampa, FL2026-10-16
Philip James Wealth Mangement, LLC
30,367$1.4M0.2%YieldMediumMilton, GA2026-10-27
Boyce & Associates Wealth Consulting, Inc.
30,016$1.4M0.9%ETFMediumCedar Park, TX2026-10-14
Beaumont Financial Advisors, LLC
29,039$1.4M0.1%GrowthMediumNeedham, MA2026-10-22
Conrad Siegel Investment Advisors, Inc.
28,769$1.4M0.2%ETFLowHarrisburg, PA2026-10-08
Kooman & Associates
28,575$1.4M0.4%ETFLowAltoona, PA2026-10-21
Integrity Wealth Advisors, Inc.
27,852$1.3M0.7%ETFMediumVentura, CA2026-10-29
Red Mountain Financial, LLC
27,648$1.3M1.1%ETFLowFort Collins, CO2026-11-03
Cyr Financial Inc.
27,219$1.3M0.6%ETFLowHennepin, IL2026-10-16
Wealthcare Advisory Partners LLC
24,649$1.2M0.0%ETFLowWest Chester, PA2026-10-21
Boyd Wealth Management, LLC
21,681$1.0M0.4%ETFMediumSacramento, CA2026-10-20
Apollon Financial, LLC
21,584$1.0M0.1%ETFVery LowMount Pleasant, SC2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
21,267$1.0M0.0%ETFMediumWestlake, OH2026-10-14
Perennial Advisors, LLC
21,250$1.0M0.2%CoreLowNew York, NY2026-10-13
Copper Harbor Investment Advisors, LLC
20,730$986.3K0.2%ETFN/AAppleton, WI2026-10-16
Prevail Innovative Wealth Advisors, LLC
20,684$979.2K0.1%CoreVery HighLeawood, KS2026-10-20
Creative Planning
20,390$970.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Trust Services, Inc.
20,370$969.2K0.1%GrowthMediumSioux Falls, SD2026-10-07
Lockerman Financial Group, Inc.
20,277$964.8K1.4%ETFMediumNewport Beach, CA2026-10-19
Crane Advisory, LLC
20,026$954.0K0.1%ETFVery LowFullerton, CA2026-10-13
High Net Worth Advisory Group LLC
20,000$951.6K0.2%ETFVery LowNaples, FL2026-10-26
Compass Wealth Management, LLC
19,108$909.2K0.4%ETFMediumAtlanta, GA2026-10-30
Keudell ison Wealth Management
18,643$887.0K0.2%ETFMediumSalem, OR2026-10-16
Prentice Wealth Management LLC
18,305$871.0K0.2%ETFLowRochester, NY2026-10-20
Edgemoor Investment Advisors, Inc.
18,285$870.0K0.1%CoreVery LowBethesda, MD2026-11-03
Kestra Private Wealth Services, LLC
18,218$866.8K0.0%GrowthLowAustin, TX2026-10-30
Higgins & Schmidt Wealth Strategies LLC
17,540$834.6K0.3%ETFLowDenver, CO2026-10-26
Avestar Capital, LLC
17,332$824.7K0.1%GrowthLowNew York, NY2026-10-28
VestGen Advisors, LLC
17,210$818.9K0.0%GrowthMediumChicago, IL2026-10-27
Arbor Investment Advisors, LLC
15,720$748.0K0.1%ETFVery LowWinston Salem, NC2026-10-26
Gainline Financial Partners, LLC
15,586$741.6K0.6%ETFN/ALouisville, CO2026-10-15
D'Orazio & Associates, Inc.
15,286$727.3K0.1%ETFLowVienna, VA2026-11-04
MGO One Seven LLC
15,265$726.3K0.0%GrowthLowBeachwood, OH2026-10-28
Laurel OAK Wealth Management, LLC
15,041$715.7K0.1%GrowthLowMarlton, NJ2026-10-19
Oppenheimer & Co Inc
15,011$714.2K0.0%CoreLowNew York, NY2026-10-26
NWF Advisory Services Inc.
14,881$708.0K0.1%GARPLowLos Angeles, CA2026-10-19
PFW Advisors LLC
14,520$690.9K0.2%CoreLowAtlanta, GA2026-10-07
Summit Wealth Group LLC / Co
14,188$675.1K0.0%ETFHighColorado Springs, CO2026-10-29
Fifth Third Securities, Inc.
14,096$670.7K0.0%ETFLowCincinnati, OH2026-10-21
Sigma Planning Corp
13,839$658.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Peterson Wealth Advisors, LLC
13,191$627.6K0.1%ETFLowOrem, UT2026-10-08
FF Advisors,LLC
13,079$622.3K0.2%ETFLowManhattan Beach, CA2026-10-21
Parallel Advisors, LLC
12,605$599.7K0.0%IndexLowSan Francisco, CA2026-11-03
Clarity Retirement & Wealth, LLC
12,488$594.2K0.4%ETFN/ANew Bedford, MA2026-11-04
Hicks Capital Management LLC
12,196$617.8K0.5%ETFVery LowColumbus, OH2026-10-20
Global Wealth Management Investment Advisory, Inc.
11,457$545.1K0.1%CoreLowFort Lauderdale, FL2026-11-04
Acima Private Wealth, LLC
10,997$523.2K0.2%ETFVery LowRichmond, VA2026-10-05
Optima Capital LLC
10,932$520.2K0.2%ETFHighPortland, OR2026-10-29
Clear Point Advisors Inc.
10,686$508.4K0.3%ETFMediumMelville, NY2026-10-30
Mallini Complete Financial Planning LLC
10,600$504.3K0.4%ETFMediumGainesville, FL2026-10-06
Blue Water Asset Management
10,269$488.6K0.2%ETFLowGrand Rapids, MI2026-11-04
Choreo, LLC
10,227$486.6K0.0%IndexLowRockford, IL2026-10-28
Swmg, LLC
10,105$491.4K0.1%ETFMediumFort Worth, TX2026-10-23
BlueChip Wealth Advisors LLC
10,000$475.8K0.2%ETFMediumMilton, GA2026-11-03
Beacon Financial Group
9,984$475.1K0.0%ETFMediumDallas, TX2026-10-19
Financial Life Advisors
9,889$470.5K0.1%ETFLowSan Antonio, TX2026-10-14
Gerber Kawasaki Wealth & Investment Management
9,812$466.9K0.0%ETFLowSanta Monica, CA2026-10-29
KFA Private Wealth Group, LLC
9,507$452.3K0.1%ETFLowTysons, VA2026-10-07
CV Advisors LLC
9,392$445.4K0.1%GrowthVery LowAventura, FL2026-10-13
Centurion Wealth Management LLC
9,355$445.1K0.1%ETFMediumMclean, VA2026-10-13
Lodestar Private Asset Management LLC
9,273$441.2K0.0%ETFLowAlamo, CA2026-10-26
Sincerus Advisory, LLC
9,208$438.1K0.3%ETFVery LowNew York, NY2026-10-09
Choice Wealth Advisors LLC
9,131$434.5K0.2%ETFMediumWaterville, ME2026-10-16
Ashton Thomas Private Wealth, LLC
9,054$430.8K0.0%CoreMediumScottsdale, AZ2026-11-03
D.A. Davidson & Co.
9,000$428.2K0.0%CoreLowGreat Falls, MT2026-10-28
Jeter Robert S II
8,932$427.7K0.3%ETFVery LowBethany Beach, DE2026-10-16
Saxon Interests, Inc.
8,890$423.0K0.1%ETFMediumHouston, TX2026-10-26
Peoples Bank
8,796$418.5K0.2%ETFLowMarietta, OH2026-10-26
Quadrant Capital Group LLC
8,612$412.3K0.0%CoreLowCincinnati, OH2026-10-20
Kingswood Wealth Advisors, LLC
8,611$409.7K0.0%GrowthLowSan Diego, CA2026-10-23
Cooper Financial Group
8,566$407.6K0.0%GrowthMediumIrvine, CA2026-10-07
Putney Financial Group LLC
8,451$402.1K0.3%GrowthLowSan Rafael, CA2026-10-30
Meridian Financial Advisors, LLC
8,033$382.2K0.2%ETFVery LowHolliston, MA2026-10-14
Prospera Financial Services Inc
7,972$391.3K0.0%CoreMediumDallas, TX2026-11-04
Johnson Bixby & Associates, LLC
7,912$376.5K0.0%ETFMediumVancouver, WA2026-10-14
PDS Planning, Inc
7,776$370.0K0.0%IndexVery LowDublin, OH2026-11-03
W.H. Cornerstone Investments Inc.
7,725$367.6K0.2%CoreLowKingston, MA2026-11-03
Global Financial Private Client, LLC
7,585$360.9K0.1%GrowthLowSarasota, FL2026-10-15
XY Planning Network, Inc.
7,523$358.0K0.0%ETFLowBozeman, MT2026-10-14
Lionshead Wealth Management, LLC
7,358$350.1K0.2%ETFLowNew York, NY2026-10-21
Commonwealth Financial Services, LLC
7,302$347.4K0.1%ETFMediumVienna, WV2026-10-20
Goodman Advisory Group, LLC
7,168$341.1K0.1%GrowthHighNeedham, MA2026-11-02
Genesis Private Wealth, LLC
7,146$340.0K0.1%ETFLowAshburn, VA2026-11-02
McAdam, LLC
6,897$328.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Bond & Devick Financial Network, Inc.
6,849$325.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Davenport & Co LLC
6,847$325.8K0.0%CoreMediumRichmond, VA2026-10-14
Roberts Wealth Advisors, LLC
6,542$311.3K0.1%GrowthLowPalo Alto, CA2026-10-14
Lake Street Private Wealth, LLC
6,500$309.3K0.0%GrowthLowChicago, IL2026-10-22
Embree Financial Group
6,468$307.7K0.0%ETFLowChicago, IL2026-10-22
Arlington Financial Advisors, LLC
6,372$303.2K0.0%ETFMediumSanta Barbara, CA2026-10-19
GEN Financial Management, Inc.
6,350$302.1K0.2%ETFLowPlymouth, MN2026-10-13
Citigroup Inc
6,326$301.0K0.0%CoreMediumNew York, NY2026-11-04
Teamwork Financial Advisors, LLC
6,315$300.4K0.0%GrowthHighSan Antonio, TX2026-10-19
Howard Wealth Management, LLC
6,253$297.5K0.1%ETFVery LowMadison, CT2026-10-28
Balefire, LLC
6,058$288.2K0.0%ETFMediumDallas, TX2026-10-09
WealthPLAN Partners, LLC
6,003$285.6K0.1%CoreMediumOmaha, NE2026-10-15
B. Riley Wealth Advisors, Inc.
5,873$279.4K0.0%GrowthLowMemphis, TN2026-10-13
Signal Advisors Wealth, LLC
5,798$275.9K0.0%ETFLowDetroit, MI2026-10-13
Hughes Financial Services, LLC
5,756$281.6K0.0%ETFLowHerndon, VA2026-10-30
Cadent Capital Advisors, LLC
5,496$261.5K0.1%ETFHighTulsa, OK2026-10-09
Omni 360 Wealth, Inc.
5,431$258.4K0.1%ETFLowPlainsboro, NJ2026-10-13
Gryphon Financial Partners LLC
5,320$253.1K0.0%IndexLowColumbus, OH2026-11-04
Portland Financial Advisors Inc
5,303$252.3K0.4%ETFVery LowPort Washington, NY2026-10-26
Saxony Capital Management, LLC
5,267$250.6K0.1%ETFMediumSt. Louis, MO2026-10-15
StrongBox Wealth, LLC
5,184$246.7K0.1%GrowthLowLee'S Summit, MO2026-11-02
Cedar Point Capital Partners, LLC
4,900$233.1K0.1%ETFMediumCedar Rapids, IA2026-10-29
Trust Co
4,800$228.4K0.0%ETFVery LowManhattan, KS2026-10-09
PKS Advisory Services, LLC
4,775$241.9K0.0%ETFMediumAlbany, NY2026-10-26
Entrewealth, LLC
4,766$226.8K0.1%ETFLowAustin, TX2026-10-14
Independence Asset Advisors, LLC
4,660$221.7K0.1%ETFVery LowWynnewood,, PA2026-10-23
Live Oak Investment Partners
4,600$218.9K0.1%ETFMediumAustin, TX2026-10-23
Signature Wealth Management Partners, LLC
4,578$217.8K0.1%GrowthVery LowMontvale, NJ2026-10-21
Leading Edge Financial Planning LLC
4,561$217.0K0.0%ETFLowKnoxville, TN2026-10-23
Key Client Fiduciary Advisors, LLC
4,500$214.1K0.1%ValueMediumFairfield, NJ2026-10-19
Navigate Wealth Management, LLC
4,470$212.6K0.1%ETFLowBirmingham, AL2026-10-14
21 West Wealth Management LLC
4,450$211.7K0.2%ETFLowTustin, CA2026-10-13
Capital Investment Advisory Services, LLC
4,424$210.0K0.0%CoreMediumRaleigh, NC2026-10-30
Badgley Phelps Wealth Managers, LLC
4,288$204.0K0.0%GrowthVery LowSeattle, WA2026-10-22
Eagle Bluffs Wealth Management LLC
4,280$203.6K0.1%GARPVery LowColumbia, MO2026-10-20
International Assets Investment Management, LLC
4,205$200.5K0.0%CoreVery HighOrlando, FL2026-11-02
Blueline Advisors LLC
4,117$195.9K0.1%ETFLowExeter, NH2026-10-15
Provenance Wealth Advisors, LLC
3,541$168.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Signature Equity Partners, LLC
2,738$130.3K0.0%GrowthMediumColumbus, OH2026-10-29
Hazlett, Burt & Watson, Inc.
2,463$117.0K0.1%CoreVery LowWheeling, WV2026-11-04
Cordgrass Capital Advisors, LLC
2,347$111.7K0.0%CoreLowRaleigh, NC2026-10-30
Trust Co of Toledo NA
2,196$104.5K0.0%GrowthVery LowHolland, OH2026-10-16
Buck Wealth Strategies, LLC
2,141$101.9K0.0%ValueMediumDenver, CO2026-10-28
MB, Levis & Associates, LLC
2,066$98.3K0.0%ETFVery LowCenter Valley, PA2026-10-16
Cassaday & Co Wealth Management LLC
1,805$85.9K0.0%ETFVery LowMclean, VA2026-10-27
Redwood Park Advisors LLC
1,585$75.4K0.0%ETFVery LowRedwood City, CA2026-11-02
Brown, Lisle Ings, Inc.
1,253$59.6K0.0%CoreVery LowProvidence, RI2026-10-16
Birch Financial Group, LLC
902$42.9K0.0%CoreLowKeene, NH2026-10-27
Essential Investment Partners LLC
645$30.7K0.0%GrowthLowEnglewood, CO2026-10-27
Princeton Global Asset Management LLC
503$23.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Wilmington Savings Fund Society, FSB
498$23.7K0.0%CoreLowWilmington, DE2026-10-23
1620 Investment Advisors, Inc.
447$21.3K0.0%ValueLowPlymouth, MA2026-11-04
Kingdom Financial Group Llc.
406$19.3K0.0%ETFMediumPeoria, AZ2026-11-04
DeDora Capital, Inc.
372$17.7K0.0%ETFVery LowNapa, CA2026-10-26
Peck Wealth Management, LLC
320$15.2K0.0%ETFLowWhite Plains, NY2026-10-29
CX Institutional
295$140.0%CoreMediumAuburn, IN2026-10-02
CoreCap Advisors, LLC
289$13.8K0.0%ETFMediumSouthfield, MI2026-10-08
EverSource Wealth Advisors, LLC
240$11.4K0.0%CoreMediumBirmingham, AL2026-11-04
Lanark Financial, Inc.
195$9.3K0.0%CoreMediumBirmingham, AL2026-10-26
Cape Investment Advisory, Inc.
166$7.9K0.0%ETFLowMcdonough, GA2026-10-13
Axiom Investment Management LLC
132$6.3K0.0%CoreN/ANew York, NY2026-11-03
Smallwood Wealth Investment Management, LLC
26$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30