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JPMorgan Core Plus Bond ETF (JCPB)

CUSIP: 46641Q670 | NYSE | 757 institutional holders

Quarters

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

HB Wealth Management, LLC16,136,512
3.7% of portfolio›$720.0M
Factory Mutual Insurance Co7,983,314
3.2% of portfolio›$357.5M
OpenArc Corporate Advisory, LLC5,545,142
2.8% of portfolio›$248.3M
Annex Advisory Services, LLC5,008,101
3.7% of portfolio›$224.3M
Legacy Wealth Management, LLC3,918,429
9.2% of portfolio›$175.5M
Valeo Financial Advisors, LLC3,303,877
3.0% of portfolio›$140.1M
Summit Financial Strategies, Inc.3,032,031
9.4% of portfolio›$135.8M
Moss Adams Wealth Advisors LLC3,030,531
8.8% of portfolio›$135.7M
First Pacific Financial2,117,595
9.7% of portfolio›$94.8M
CGN Advisors LLC1,889,648
6.5% of portfolio›$84.6M
McAdam, LLC1,853,615
3.1% of portfolio›$83.0M
Hughes Financial Services, LLC1,740,336
10.1% of portfolio›$79.1M
D.B. Root & Company, LLC1,695,941
16.4% of portfolio›$75.9M
Avantax Planning Partners, Inc.1,680,130
1.9% of portfolio›$75.2M
Allen Capital Group, LLC1,593,324
5.7% of portfolio›$71.3M
Daymark Wealth Partners, LLC1,581,124
1.6% of portfolio›$70.8M
Commonwealth Equity Services, LLC1,526,551
0.1% of portfolio›$68.4M
Wiser Wealth Management, Inc1,519,365
12.4% of portfolio›$68.0M
Grant Street Asset Management, Inc.1,516,537
11.1% of portfolio›$67.9M
Sentinel Pension Advisors, LLC1,370,180
7.7% of portfolio›$61.4M
MLG Wealth Management DBA Pine Grove Financial Group1,201,723
5.2% of portfolio›$53.8M
Wealth Enhancement Advisory Services, LLC1,168,211
0.1% of portfolio›$52.3M
Harbor Group, Inc.1,133,372
6.0% of portfolio›$50.8M
Alps Advisors Inc982,360
0.2% of portfolio›$44.0M
Voisard Asset Management Group, Inc.908,274
7.6% of portfolio›$40.7M
Joseph Group Capital Management903,821
7.2% of portfolio›$40.5M
Avidian Wealth Enterprises, LLC827,192
1.0% of portfolio›$37.0M
Aspen Wealth Management LLC807,724
5.8% of portfolio›$36.2M
Verus Capital Partners, LLC793,411
1.9% of portfolio›$35.5M
Apella Capital, LLC775,705
0.4% of portfolio›$34.6M
Hartford Financial Management Inc.764,646
7.6% of portfolio›$34.2M
Kestra Advisory Services, LLC759,721
0.1% of portfolio›$34.0M
Farther Finance Advisors, LLC729,302
0.2% of portfolio›$32.7M
WealthPlan Investment Management, LLC707,554
1.5% of portfolio›$31.7M
Concurrent Investment Advisors, LLC698,948
0.2% of portfolio›$31.3M
Walkner Condon Financial Advisors LLC686,983
3.4% of portfolio›$30.8M
Crusonia Wealth Advisors LLC667,539
4.5% of portfolio›$29.9M
D.A. Davidson & Co.653,318
0.2% of portfolio›$29.3M
Founders Financial Securities LLC652,039
1.4% of portfolio›$29.2M
Kelly Financial Group LLC644,048
6.6% of portfolio›$28.8M
46 Peaks LLC642,378
18.4% of portfolio›$28.8M
Tarbox Family Office, Inc.630,169
4.0% of portfolio›$28.2M
Mascoma Wealth Management LLC621,102
5.1% of portfolio›$27.8M
Magnus Financial Group LLC587,909
1.8% of portfolio›$26.3M
Cambridge Investment Research Advisors, Inc.571,382
0.0% of portfolio›$25.6K
Shore Point Advisors, LLC555,556
7.9% of portfolio›$24.9M
Spire Wealth Management538,626
0.7% of portfolio›$24.1M
Bond & Devick Financial Network, Inc.533,685
5.8% of portfolio›$23.9M
Fagan Associates, Inc.511,908
2.7% of portfolio›$22.9M
Peterson Wealth Advisors, LLC495,070
2.6% of portfolio›$22.2M
AlphaCore Capital LLC494,863
0.4% of portfolio›$22.2M
Truist Financial Corp482,167
0.0% of portfolio›$21.6M
Blue Water Asset Management474,790
6.9% of portfolio›$21.3M
Selby Wealth Management, LLC459,185
7.2% of portfolio›$20.6M
Steele Capital Management, Inc.443,871
0.7% of portfolio›$19.9M
Riverchase Wealth Management, LLC432,567
9.4% of portfolio›$19.4M
Blume Capital Management, Inc.429,799
2.8% of portfolio›$19.2M
Royal Harbor Partners, LLC428,267
5.9% of portfolio›$19.2M
HUB Investment Partners, LLC418,114
0.3% of portfolio›$18.7M
Ellis Investment Partners, LLC414,169
2.8% of portfolio›$18.5M
Aprio Wealth Management, LLC411,403
0.8% of portfolio›$18.4M
BankPlus Wealth Management LLC377,041
7.4% of portfolio›$16.9M
Financial Partners Group, Inc370,156
1.7% of portfolio›$16.6M
Sierra Ocean, LLC362,556
10.0% of portfolio›$16.2M
Atria Investments, Inc356,124
0.2% of portfolio›$15.9M
Sprinkle Financial Consultants LLC340,989
6.0% of portfolio›$15.3M
Econ Financial Services Corp315,729
5.9% of portfolio›$14.1M
FMA Wealth Management, LLC313,553
8.9% of portfolio›$14.0M
KOM Wealth Management Group, LLC309,143
6.9% of portfolio›$13.8M
Lawood & Co305,986
9.5% of portfolio›$13.7M
Acima Private Wealth, LLC298,268
3.9% of portfolio›$13.4M
Sagespring Wealth Partners, LLC285,521
0.2% of portfolio›$12.8M
JFS Wealth Advisors, LLC284,502
0.6% of portfolio›$12.7M
Newman Dignan & Sheerar, Inc.281,532
2.4% of portfolio›$12.6M
Greenbush Financial Group, LLC272,113
3.6% of portfolio›$12.2M
Smithbridge Asset Management Inc268,949
1.6% of portfolio›$12.0M
Exchange Traded Concepts, LLC268,721
0.0% of portfolio›$12.0M
Clarity Wealth Advisors, LLC267,224
2.1% of portfolio›$12.0M
Cooper S Advisors, LLC264,818
5.2% of portfolio›$11.9M
Trademark Financial Management, LLC263,856
4.8% of portfolio›$11.8M
Triad Wealth Partners, LLC256,193
0.6% of portfolio›$11.5M
Landmark Wealth Management, LLC255,177
2.8% of portfolio›$11.4M
Floyd Financial Group LLC254,372
7.1% of portfolio›$11.4M
Merited Wealth, LLC253,781
7.9% of portfolio›$11.4M
MBL Wealth, LLC246,431
0.7% of portfolio›$11.0M
Visionary Wealth Advisors245,486
0.4% of portfolio›$11.0M
BridgePort Financial Solutions, LLC244,552
2.6% of portfolio›$11.0M
Embree Financial Group242,041
1.1% of portfolio›$10.8M
Oppenheimer & Co Inc224,070
0.1% of portfolio›$10.0M
Cedar Point Capital Partners, LLC211,654
5.4% of portfolio›$9.5M
Whitegate Investment Counselors, Inc.207,476
2.7% of portfolio›$9.3M
Keudell ison Wealth Management205,546
1.6% of portfolio›$9.2M
Perigon Wealth Management, LLC197,127
0.1% of portfolio›$8.8M
WealthPLAN Partners, LLC179,897
1.5% of portfolio›$8.1M
Base Wealth Management LLC179,453
3.6% of portfolio›$8.0M
Lodestar Private Asset Management LLC171,980
0.7% of portfolio›$7.7M
MN Wealth Advisors, LLC170,228
3.1% of portfolio›$7.6M
Apollon Wealth Management, LLC163,077
0.1% of portfolio›$7.3M
Alpine Bank Wealth Management161,218
0.9% of portfolio›$7.2M
Tableaux LLC158,241
2.9% of portfolio›$7.1M
Courier Capital LLC156,168
0.3% of portfolio›$7.0M
Mather Group, Llc.150,459
0.1% of portfolio›$6.7M
Heritage Wealth Management, Inc.140,471
1.6% of portfolio›$6.3M
Acorn Wealth Advisors, LLC131,674
1.4% of portfolio›$5.9M
Philip James Wealth Mangement, LLC122,425
0.6% of portfolio›$5.5M
Kestra Private Wealth Services, LLC118,565
0.1% of portfolio›$5.3M
Precedent Wealth Partners, LLC111,550
0.8% of portfolio›$5.0M
James J. Burns & Company, LLC111,246
0.5% of portfolio›$5.0M
Mayfair Advisory Group, LLC110,071
1.4% of portfolio›$4.9M
United Advisor Group, LLC108,714
0.5% of portfolio›$4.9M
Ignite Planners, LLC108,674
0.6% of portfolio›$4.9M
Wesbanco Bank Inc105,925
0.2% of portfolio›$4.7M
Stewardship Concepts Financial Services LLC98,914
2.9% of portfolio›$4.4M
Indivisible Partners98,869
0.2% of portfolio›$4.4M
Islay Capital Management, LLC91,974
1.9% of portfolio›$4.1M
Grey Ledge Advisors, LLC87,232
0.8% of portfolio›$3.9M
United Community Bank85,349
1.1% of portfolio›$3.8M
Capital Planning LLC81,919
1.0% of portfolio›$3.7M
Lionsbridge Wealth Management LLC73,051
3.7% of portfolio›$3.3M
Patten Group, Inc.72,780
0.5% of portfolio›$3.3M
Capital Advisors Wealth Management, LLC72,661
0.4% of portfolio›$3.3M
Smallwood Wealth Investment Management, LLC69,930
1.3% of portfolio›$3.1M
Saxony Capital Management, LLC69,836
1.3% of portfolio›$3.1M
Towne Trust Company, N.a67,662
0.9% of portfolio›$3.0M
IFP Advisors, Inc67,249
0.1% of portfolio›$3.0M
Whipplewood Advisors, LLC66,187
2.0% of portfolio›$3.0M
LexAurum Advisors, LLC64,330
0.3% of portfolio›$2.9M
MassMutual Private Wealth & Trust, FSB64,259
0.1% of portfolio›$2.9M
Lido Advisors, LLC63,329
0.0% of portfolio›$2.8M
Ascent Group, LLC62,923
0.1% of portfolio›$2.8M
Independent Financial Group, LLC62,100
0.1% of portfolio›$2.8M
Wealthcare Advisory Partners LLC59,239
0.0% of portfolio›$2.7M
Owl Creek Wealth Partners LLC54,519
0.7% of portfolio›$2.4M
Autumn Glory Partners, LLC53,590
0.7% of portfolio›$2.4M
Creative Planning53,294
0.0% of portfolio›$2.4M
Boyum Wealth Architects LLC51,756
0.9% of portfolio›$2.3M
Krilogy Financial LLC51,221
0.1% of portfolio›$2.3M
Verdence Capital Advisors LLC47,514
0.1% of portfolio›$2.1M
PDS Planning, Inc47,066
0.1% of portfolio›$2.1M
Quad-Cities Investment Group, LLC46,664
0.7% of portfolio›$2.1M
Axxcess Wealth Management, LLC44,887
0.1% of portfolio›$2.0M
Fiduciary Alliance LLC43,177
0.1% of portfolio›$1.9M
XY Planning Network, Inc.43,034
0.2% of portfolio›$1.9M
Catalyst Investment Management LLC42,802
1.7% of portfolio›$1.9M
AdvisorNet Financial, Inc42,705
0.1% of portfolio›$1.9M
Ascentis Independent Advisors40,813
0.1% of portfolio›$1.8M
Etesian Wealth Advisors, Inc.39,903
0.5% of portfolio›$1.8M
Prospera Financial Services Inc38,036
0.0% of portfolio›$1.7M
Sowell Financial Services LLC37,515
0.1% of portfolio›$1.7M
TopTier Wealth Management, LLC37,161
1.0% of portfolio›$1.7M
Rosenberg Matthew Hamilton36,928
0.3% of portfolio›$1.7M
D'Orazio & Associates, Inc.35,986
0.2% of portfolio›$1.6M
Kuhn & Co Investment Counsel34,603
0.8% of portfolio›$1.5M
John W. Brooker & Co., CPAs32,979
1.7% of portfolio›$1.5M
Jm2 Capital Inc.32,329
1.0% of portfolio›$1.4M
Emerald Advisors, LLC31,727
0.2% of portfolio›$1.4M
Hazlett, Burt & Watson, Inc.29,234
0.2% of portfolio›$281.0K
Diversify Wealth Management, LLC28,833
0.0% of portfolio›$1.3M
Diversify Advisory Services, LLC28,833
0.0% of portfolio›$1.3M
Sterling Investment Advisors, Ltd.28,795
0.2% of portfolio›$1.3M
Nolet Wealth Management, LLC28,504
0.7% of portfolio›$1.3M
Park Avenue Securities LLC28,137
0.0% of portfolio›$1.3K
Retirement Guys Formula LLC28,088
0.5% of portfolio›$1.3M
Retirement Planning Group, LLC27,775
0.0% of portfolio›$1.2M
Baker Tilly Wealth Management, LLC27,138
0.2% of portfolio›$1.2M
CRA Financial Services, LLC27,128
0.1% of portfolio›$1.2M
DeLarme Wealth Management, Inc.27,109
0.7% of portfolio›$1.2M
Independent Wealth Network Inc.27,066
0.3% of portfolio›$1.2M
Trust Co26,640
0.1% of portfolio›$1.2M
Elevation Wealth Management LLC26,598
0.8% of portfolio›$1.2M
Five Oceans Advisors26,382
0.5% of portfolio›$1.2M
Davenport & Co LLC25,344
0.0% of portfolio›$1.1M
Accelerate Investment Advisors LLC24,853
0.6% of portfolio›$1.1M
Comprehensive Financial Planning, Inc.24,642
0.6% of portfolio›$1.1M
Unique Wealth, LLC24,052
0.1% of portfolio›$1.1M
Rudd Co d/b/a Styre Wealth23,722
1.0% of portfolio›$1.1M
Pearl Planning LLC22,850
0.4% of portfolio›$1.0M
Comprehensive Wealth Management, LLC21,757
0.4% of portfolio›$974.3K
Fermata Advisors, LLC21,543
0.2% of portfolio›$964.7K
Balboa Wealth Partners21,334
0.1% of portfolio›$955.3K
SeaCrest Wealth Management, LLC21,236
0.1% of portfolio›$951.0K
Venture Visionary Partners LLC20,378
0.0% of portfolio›$912.6K
First Citizens Financial Corp20,053
0.4% of portfolio›$898.0K
USAdvisors Wealth Management, LLC18,996
0.0% of portfolio›$850
Cliftonlarsonallen Wealth Advisors, LLC18,987
0.0% of portfolio›$850.2K
Fifth Third Securities, Inc.18,365
0.0% of portfolio›$822.4K
First Hawaiian Bank17,952
0.1% of portfolio›$803.9K
Dynamic Advisor Solutions LLC17,709
0.0% of portfolio›$793.0K
Roof Eidam Maycock Peralta, LLC17,560
0.1% of portfolio›$786.3K
Sigma Planning Corp17,223
0.0% of portfolio›$771.2K
Aegis Wealth Management, Inc.17,001
0.4% of portfolio›$761.3K
Carmel Capital Partners, LLC16,772
0.3% of portfolio›$751.1K
Copper Harbor Investment Advisors, LLC16,697
0.2% of portfolio›$747.7K
Friday Financial15,927
0.1% of portfolio›$711.0K
Richmond Investment Services, LLC15,727
0.2% of portfolio›$704.2K
Lake Street Private Wealth, LLC15,390
0.1% of portfolio›$689.2K
Emergent Wealth Advisors, LLC15,094
0.4% of portfolio›$675.9K
Ballast Financial Advisors LLC15,066
0.6% of portfolio›$674.6K
First Heartland Consultants, Inc.14,939
0.0% of portfolio›$669.0K
Mainsail Financial Group, LLC14,932
0.2% of portfolio›$668.7K
First American Bank14,854
0.0% of portfolio›$665.2K
Prime Capital Investment Advisors, LLC14,758
0.0% of portfolio›$660.9K
Layline Advisors, LLC14,597
0.6% of portfolio›$653.7K
Detalus Advisors, LLC14,145
0.1% of portfolio›$633.4K
Kellett Wealth Advisors, LLC13,761
0.2% of portfolio›$616.2K
Chapin Davis, Inc.13,323
0.1% of portfolio›$596.6K
Balance Wealth Partners LLC12,726
0.1% of portfolio›$569.9K
Uptick Partners, LLC11,763
0.1% of portfolio›$526.8K
MSH Capital Advisors LLC11,113
0.1% of portfolio›$497.6K
Firethorn Wealth Partners, LLC11,046
0.2% of portfolio›$494.7K
Ledyard National Bank10,975
0.0% of portfolio›$491.5K
Citizens Financial Group Inc10,829
0.0% of portfolio›$484.9K
BAM Wealth Management, LLC10,645
0.3% of portfolio›$476.7K
RDA Financial Network10,465
0.1% of portfolio›$468.6K
Brindle & Bay Financial Advisors, LLC10,262
0.2% of portfolio›$459.5K
Enclave Advisors LLC10,253
0.1% of portfolio›$459.1K
Plancorp, LLC10,005
0.0% of portfolio›$456.2K
Elm3 Financial Group, LLC9,772
0.3% of portfolio›$437.6K
Choreo, LLC8,882
0.0% of portfolio›$397.7K
Allspring Global Investments Holdings, LLC8,600
0.0% of portfolio›$385.1K
Summit Wealth Group LLC / Co8,087
0.0% of portfolio›$362.1K
Skyline Advisors, Inc.8,045
0.1% of portfolio›$360.3K
Sutton Place Investors LLC7,986
0.2% of portfolio›$357.6K
Quantum Financial Planning Services, Inc.7,959
0.1% of portfolio›$356.4K
RFG Advisory, LLC7,593
0.0% of portfolio›$340.0K
Silverlake Wealth Management LLC7,577
0.1% of portfolio›$339.3K
Pension & Wealth Management Advisors, Inc.7,467
0.1% of portfolio›$334.4K
Stonehearth Capital Management, LLC7,341
0.1% of portfolio›$328.7K
Semus Wealth Partners LLC7,152
0.1% of portfolio›$320.3K
Defined Wealth Management, LLC6,117
0.1% of portfolio›$273.9K
Carolina Wealth Management Inc6,045
0.1% of portfolio›$270.7K
Plan Group Financial, LLC5,934
0.1% of portfolio›$267.3K
New Wave Wealth Advisors LLC5,851
0.1% of portfolio›$262.2K
Opal Wealth Advisors, LLC5,647
0.1% of portfolio›$252.9K
Putney Financial Group LLC5,464
0.2% of portfolio›$244.7K
Clear Creek Financial Management, LLC5,330
0.0% of portfolio›$238.7K
MGO One Seven LLC5,212
0.0% of portfolio›$233.4K
Vise Technologies, Inc.5,034
0.0% of portfolio›$225.4K
Revisor Wealth Management LLC5,000
0.1% of portfolio›$224.8K
Sanchez Wealth Management Group4,950
0.7% of portfolio›$221.7K
Adelphi Trust Co4,846
0.1% of portfolio›$217.0K
M Holdings Securities, Inc.4,788
0.1% of portfolio›$215.0K
Maia Wealth LLC4,724
0.0% of portfolio›$211.5K
Fragasso Financial Advisors Inc4,721
0.0% of portfolio›$211.2K
StoneX Group Inc.4,712
0.0% of portfolio›$217.2K
M.E. Allison & Co., Inc.4,600
0.1% of portfolio›$206.0K
Capital Investment Advisory Services, LLC4,567
0.0% of portfolio›$204.5K
Next Level Wealth Planning, LLC4,500
0.1% of portfolio›$201.5K
Glass Jacobson Investment Advisors llc4,443
0.1% of portfolio›$199.0K
Barnes Dennig Private Wealth Management LLC4,356
0.2% of portfolio›$195.1K
Cullen T Bankers, Inc.4,268
0.0% of portfolio›$191.1K
Cape Investment Advisory, Inc.3,923
0.0% of portfolio›$175.7K
Birch Financial Group, LLC3,837
0.1% of portfolio›$171.8K
Key FInancial Inc3,519
0.0% of portfolio›$157.6K
Capital Investment Counsel, Inc3,400
0.0% of portfolio›$152.3K
Parkside Financial Bank & Trust3,373
0.0% of portfolio›$151.0K
Parallel Advisors, LLC3,227
0.0% of portfolio›$144.5K
Ashton Thomas Private Wealth, LLC2,930
0.0% of portfolio›$131.2K
Root Financial Partners, LLC2,779
0.0% of portfolio›$124.4K
Private Trust Co NA2,686
0.0% of portfolio›$120.3K
William Mack & Associates, Inc.2,557
0.0% of portfolio›$114.5K
Salomon & Ludwin, LLC2,512
0.0% of portfolio›$112.5K
GK Wealth Management LLC2,500
0.1% of portfolio›$112.0K
CX Institutional2,388
0.0% of portfolio›$107
Abound Wealth Management2,256
0.0% of portfolio›$101.0K
Pinnacle Bancorp, Inc.2,152
0.0% of portfolio›$96.4K
Cordgrass Capital Advisors, LLC2,086
0.0% of portfolio›$93.4K
Portfolio Resources Advisor Group, Inc.1,675
0.1% of portfolio›$75.0K
Creative Financial Designs Inc1,303
0.0% of portfolio›$58.3K
Harbor Investment Advisory, LLC881
0.0% of portfolio›$39.5K
Blueline Advisors LLC860
0.0% of portfolio›$38.5K
Peck Wealth Management, LLC820
0.0% of portfolio›$36.7K
RHL Group, LLC709
0.0% of portfolio›$31.8K
MB, Levis & Associates, LLC643
0.0% of portfolio›$28.8K
Tompkins Financial Corp355
0.0% of portfolio›$15.9K
Assetmark, Inc174
0.0% of portfolio›$7.8K
Signature Equity Partners, LLC160
0.0% of portfolio›$7.2K
Golden State Wealth Management, LLC160
0.0% of portfolio›$7.2K
Cassaday & Co Wealth Management LLC159
0.0% of portfolio›$7.1K
Brown, Lisle Ings, Inc.101
0.0% of portfolio›$4.5K
Farmers & Merchants Investments Inc29
0.0% of portfolio›$1.3K
Blue Trust, Inc.27
0.0% of portfolio›$1.2K
EverSource Wealth Advisors, LLC21
0.0% of portfolio›$939
Signaturefd, LLC9
0.0% of portfolio›$402
StyleTurnoverLocationFiled
HB Wealth Management, LLC
16,136,512$720.0M3.7%IndexVery LowAtlanta, GA2026-10-23
Factory Mutual Insurance Co
7,983,314$357.5M3.2%GrowthLowWaltham, MA2026-10-30
OpenArc Corporate Advisory, LLC
5,545,142$248.3M2.8%GrowthLowAtlanta, GA2026-10-21
Annex Advisory Services, LLC
5,008,101$224.3M3.7%GrowthHighBrookfield, WI2026-10-16
Legacy Wealth Management, LLC
3,918,429$175.5M9.2%ETFLowMemphis, TN2026-10-22
Valeo Financial Advisors, LLC
3,303,877$140.1M3.0%ETFLowCarmel, IN2026-10-08
Summit Financial Strategies, Inc.
3,032,031$135.8M9.4%ETFLowColumbus, OH2026-10-14
Moss Adams Wealth Advisors LLC
3,030,531$135.7M8.8%ETFLowSeattle, WA2026-10-28
First Pacific Financial
2,117,595$94.8M9.7%ETFLowVancouver, WA2026-10-14
CGN Advisors LLC
1,889,648$84.6M6.5%ETFLowManhattan, KS2026-10-21
McAdam, LLC
1,853,615$83.0M3.1%ETFLowPhiladelphia, PA2026-10-21
Hughes Financial Services, LLC
1,740,336$79.1M10.1%ETFLowHerndon, VA2026-10-30
D.B. Root & Company, LLC
1,695,941$75.9M16.4%ETFLowPittsburgh, PA2026-11-04
Avantax Planning Partners, Inc.
1,680,130$75.2M1.9%ETFLowDubuque, IA2026-11-03
Allen Capital Group, LLC
1,593,324$71.3M5.7%CoreLowGrand Island, NE2026-10-27
Daymark Wealth Partners, LLC
1,581,124$70.8M1.6%CoreLowCincinnati, OH2026-11-04
Commonwealth Equity Services, LLC
1,526,551$68.4M0.1%ETFLowWaltham, MA2026-11-02
Wiser Wealth Management, Inc
1,519,365$68.0M12.4%ETFVery LowMarietta, GA2026-10-14
Grant Street Asset Management, Inc.
1,516,537$67.9M11.1%ETFVery LowCanonsburg, PA2026-10-26
Sentinel Pension Advisors, LLC
1,370,180$61.4M7.7%ETFLowWakefield, MA2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
1,201,723$53.8M5.2%ETFMediumWoodbury, MN2026-10-13
Wealth Enhancement Advisory Services, LLC
1,168,211$52.3M0.1%CoreLowPlymouth, MN2026-10-13
Harbor Group, Inc.
1,133,372$50.8M6.0%ETFVery LowBedford, NH2026-10-14
Alps Advisors Inc
982,360$44.0M0.2%YieldLowDenver, CO2026-11-03
Voisard Asset Management Group, Inc.
908,274$40.7M7.6%ETFLowGrand Rapids, MI2026-10-13
Joseph Group Capital Management
903,821$40.5M7.2%ETFLowColumbus, OH2026-11-04
Avidian Wealth Enterprises, LLC
827,192$37.0M1.0%ETFLowHouston, TX2026-10-08
Aspen Wealth Management LLC
807,724$36.2M5.8%ETFLowFort Worth, TX2026-10-14
Verus Capital Partners, LLC
793,411$35.5M1.9%GrowthLowScottsdale, AZ2026-11-03
Apella Capital, LLC
775,705$34.6M0.4%ETFVery LowWest Hartford, CT2026-10-08
Hartford Financial Management Inc.
764,646$34.2M7.6%CoreLowWest Hartford, CT2026-10-21
Kestra Advisory Services, LLC
759,721$34.0M0.1%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
729,302$32.7M0.2%IndexLowSan Francisco, CA2026-10-08
WealthPlan Investment Management, LLC
707,554$31.7M1.5%GrowthMediumOmaha, NE2026-10-15
Concurrent Investment Advisors, LLC
698,948$31.3M0.2%GrowthMediumTampa, FL2026-10-16
Walkner Condon Financial Advisors LLC
686,983$30.8M3.4%ETFLowVerona, WI2026-11-02
Crusonia Wealth Advisors LLC
667,539$29.9M4.5%ETFVery LowDenver, CO2026-10-26
D.A. Davidson & Co.
653,318$29.3M0.2%CoreLowGreat Falls, MT2026-10-28
Founders Financial Securities LLC
652,039$29.2M1.4%ETFMediumTowson, MD2026-10-28
Kelly Financial Group LLC
644,048$28.8M6.6%ETFLowWethersfield, CT2026-10-16
46 Peaks LLC
642,378$28.8M18.4%ETFVery LowNewtown, PA2026-11-03
Tarbox Family Office, Inc.
630,169$28.2M4.0%ETFVery LowNewport Beach, CA2026-10-23
Mascoma Wealth Management LLC
621,102$27.8M5.1%ETFVery LowHanover, NH2026-10-23
Magnus Financial Group LLC
587,909$26.3M1.8%ETFLowNew York, NY2026-10-21
Cambridge Investment Research Advisors, Inc.
571,382$25.6K0.0%ETFLowFairfield, IA2026-11-02
Shore Point Advisors, LLC
555,556$24.9M7.9%ETFLowBrielle, NJ2026-10-14
Spire Wealth Management
538,626$24.1M0.7%GrowthMediumMclean, VA2026-10-30
Bond & Devick Financial Network, Inc.
533,685$23.9M5.8%ETFVery LowSt. Louis Park, MN2026-10-23
Fagan Associates, Inc.
511,908$22.9M2.7%GrowthLowTroy, NY2026-10-13
Peterson Wealth Advisors, LLC
495,070$22.2M2.6%ETFLowOrem, UT2026-10-08
AlphaCore Capital LLC
494,863$22.2M0.4%ETFLowLa Jolla, CA2026-11-04
Truist Financial Corp
482,167$21.6M0.0%CoreLowCharlotte, NC2026-10-30
Blue Water Asset Management
474,790$21.3M6.9%ETFLowGrand Rapids, MI2026-11-04
Selby Wealth Management, LLC
459,185$20.6M7.2%ETFVery LowEmeryville, CA2026-10-16
Steele Capital Management, Inc.
443,871$19.9M0.7%ETFVery LowDubuque, IA2026-11-02
Riverchase Wealth Management, LLC
432,567$19.4M9.4%ETFMediumFlower Mound, TX2026-10-28
Blume Capital Management, Inc.
429,799$19.2M2.8%CoreMediumBerkeley, CA2026-10-26
Royal Harbor Partners, LLC
428,267$19.2M5.9%ETFMediumHouston, TX2026-10-29
HUB Investment Partners, LLC
418,114$18.7M0.3%GrowthLowAustin, TX2026-11-03
Ellis Investment Partners, LLC
414,169$18.5M2.8%ETFLowBerwyn, PA2026-10-21
Aprio Wealth Management, LLC
411,403$18.4M0.8%ETFMediumAtlanta, GA2026-10-28
BankPlus Wealth Management LLC
377,041$16.9M7.4%ETFLowJackson, MS2026-10-13
Financial Partners Group, Inc
370,156$16.6M1.7%ETFLowOverland Park, KS2026-10-19
Sierra Ocean, LLC
362,556$16.2M10.0%ETFLowRipon, CA2026-11-03
Atria Investments, Inc
356,124$15.9M0.2%CoreMediumCharlotte, NC2026-10-15
Sprinkle Financial Consultants LLC
340,989$15.3M6.0%ETFLowLittleton, CO2026-10-09
Econ Financial Services Corp
315,729$14.1M5.9%YieldVery HighHarrisburg, PA2026-10-19
FMA Wealth Management, LLC
313,553$14.0M8.9%ETFVery LowDuxbury, MA2026-10-21
KOM Wealth Management Group, LLC
309,143$13.8M6.9%ETFLowAppleton, WI2026-10-15
Lawood & Co
305,986$13.7M9.5%CoreLowWilliamsport, PA2026-10-09
Acima Private Wealth, LLC
298,268$13.4M3.9%ETFVery LowRichmond, VA2026-10-05
Sagespring Wealth Partners, LLC
285,521$12.8M0.2%ETFLowFranklin, TN2026-10-22
JFS Wealth Advisors, LLC
284,502$12.7M0.6%ETFVery LowHermitage, PA2026-11-03
Newman Dignan & Sheerar, Inc.
281,532$12.6M2.4%ETFLowProvidence, RI2026-10-21
Greenbush Financial Group, LLC
272,113$12.2M3.6%ETFLowAlbany, NY2026-10-15
Smithbridge Asset Management Inc
268,949$12.0M1.6%GrowthLowChadds Ford, PA2026-10-19
Exchange Traded Concepts, LLC
268,721$12.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Clarity Wealth Advisors, LLC
267,224$12.0M2.1%ETFVery LowSan Jose, CA2026-10-21
Cooper S Advisors, LLC
264,818$11.9M5.2%ETFLowVictor, NY2026-11-03
Trademark Financial Management, LLC
263,856$11.8M4.8%ETFMediumBloomington, MN2026-10-23
Triad Wealth Partners, LLC
256,193$11.5M0.6%ETFMediumLawrence, KS2026-10-26
Landmark Wealth Management, LLC
255,177$11.4M2.8%ETFVery LowMelville, NY2026-11-03
Floyd Financial Group LLC
254,372$11.4M7.1%GrowthMediumSpringfield, MO2026-10-28
Merited Wealth, LLC
253,781$11.4M7.9%ETFMediumNorth Bay Village, FL2026-10-13
MBL Wealth, LLC
246,431$11.0M0.7%ETFLowCharlotte, NC2026-10-22
Visionary Wealth Advisors
245,486$11.0M0.4%ETFLowO'Fallon, IL2026-11-04
BridgePort Financial Solutions, LLC
244,552$11.0M2.6%ETFLowFairfield, IA2026-11-02
Embree Financial Group
242,041$10.8M1.1%ETFLowChicago, IL2026-10-22
Oppenheimer & Co Inc
224,070$10.0M0.1%CoreLowNew York, NY2026-10-26
Cedar Point Capital Partners, LLC
211,654$9.5M5.4%ETFMediumCedar Rapids, IA2026-10-29
Whitegate Investment Counselors, Inc.
207,476$9.3M2.7%ETFVery LowConcord, NH2026-11-02
Keudell ison Wealth Management
205,546$9.2M1.6%ETFMediumSalem, OR2026-10-16
Perigon Wealth Management, LLC
197,127$8.8M0.1%GrowthLowSan Francisco, CA2026-10-22
WealthPLAN Partners, LLC
179,897$8.1M1.5%CoreMediumOmaha, NE2026-10-15
Base Wealth Management LLC
179,453$8.0M3.6%ETFMediumLakewood Ranch, FL2026-10-21
Lodestar Private Asset Management LLC
171,980$7.7M0.7%ETFLowAlamo, CA2026-10-26
MN Wealth Advisors, LLC
170,228$7.6M3.1%ETFMediumOverland Park, KS2026-10-23
Apollon Wealth Management, LLC
163,077$7.3M0.1%GrowthLowMount Pleasant, SC2026-10-23
Alpine Bank Wealth Management
161,218$7.2M0.9%ETFHighGrand Junction, CO2026-10-16
Tableaux LLC
158,241$7.1M2.9%ETFLowStockbridge, MA2026-10-23
Courier Capital LLC
156,168$7.0M0.3%ETFLowBuffalo, NY2026-10-19
Mather Group, Llc.
150,459$6.7M0.1%ETFMediumChicago, IL2026-10-14
Heritage Wealth Management, Inc.
140,471$6.3M1.6%CoreLowCincinnati, OH2026-10-28
Acorn Wealth Advisors, LLC
131,674$5.9M1.4%ETFLowGrand Blanc, MI2026-10-19
Philip James Wealth Mangement, LLC
122,425$5.5M0.6%YieldMediumMilton, GA2026-10-27
Kestra Private Wealth Services, LLC
118,565$5.3M0.1%GrowthLowAustin, TX2026-10-30
Precedent Wealth Partners, LLC
111,550$5.0M0.8%ETFMediumHouston, TX2026-10-21
James J. Burns & Company, LLC
111,246$5.0M0.5%ETFVery LowMelville, NY2026-10-22
Mayfair Advisory Group, LLC
110,071$4.9M1.4%ETFLowBirmingham, AL2026-10-20
United Advisor Group, LLC
108,714$4.9M0.5%ETFLowCincinnati, OH2026-11-03
Ignite Planners, LLC
108,674$4.9M0.6%CoreLowSan Clemente, CA2026-10-14
Wesbanco Bank Inc
105,925$4.7M0.2%CoreLowWheeling, WV2026-11-04
Stewardship Concepts Financial Services LLC
98,914$4.4M2.9%ETFLowSpokane, WA2026-10-06
Indivisible Partners
98,869$4.4M0.2%GrowthMediumClearwater, FL2026-10-26
Islay Capital Management, LLC
91,974$4.1M1.9%ETFMediumLubbock, TX2026-10-20
Grey Ledge Advisors, LLC
87,232$3.9M0.8%CoreLowGuilford, CT2026-11-02
United Community Bank
85,349$3.8M1.1%CoreLowGreenville, SC2026-10-28
Capital Planning LLC
81,919$3.7M1.0%ETFLowBellevue, WA2026-10-09
Lionsbridge Wealth Management LLC
73,051$3.3M3.7%ETFMediumJacksonville Beach, FL2026-10-26
Patten Group, Inc.
72,780$3.3M0.5%CoreLowChattanooga, TN2026-10-26
Capital Advisors Wealth Management, LLC
72,661$3.3M0.4%ETFLowYakima, WA2026-10-09
Smallwood Wealth Investment Management, LLC
69,930$3.1M1.3%ETFVery LowRed Bank, NJ2026-10-30
Saxony Capital Management, LLC
69,836$3.1M1.3%ETFMediumSt. Louis, MO2026-10-15
Towne Trust Company, N.a
67,662$3.0M0.9%CoreLowNewport News, VA2026-10-28
IFP Advisors, Inc
67,249$3.0M0.1%GrowthLowTampa, FL2026-10-16
Whipplewood Advisors, LLC
66,187$3.0M2.0%ETFLowLittleton, CO2026-10-20
LexAurum Advisors, LLC
64,330$2.9M0.3%ETFLowOverland Park, KS2026-10-19
MassMutual Private Wealth & Trust, FSB
64,259$2.9M0.1%CoreLowSpringfield, MA2026-10-05
Lido Advisors, LLC
63,329$2.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Ascent Group, LLC
62,923$2.8M0.1%CoreLowVirginia Beach, VA2026-10-30
Independent Financial Group, LLC
62,100$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
Wealthcare Advisory Partners LLC
59,239$2.7M0.0%ETFLowWest Chester, PA2026-10-21
Owl Creek Wealth Partners LLC
54,519$2.4M0.7%IndexLowGreenwood Village, CO2026-10-20
Autumn Glory Partners, LLC
53,590$2.4M0.7%CoreMediumDallas, TX2026-10-26
Creative Planning
53,294$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Boyum Wealth Architects LLC
51,756$2.3M0.9%ETFLowBloomington, MN2026-10-06
Krilogy Financial LLC
51,221$2.3M0.1%GrowthLowSt. Louis, MO2026-10-13
Verdence Capital Advisors LLC
47,514$2.1M0.1%CoreMediumHunt Valley, MD2026-10-26
PDS Planning, Inc
47,066$2.1M0.1%IndexVery LowDublin, OH2026-11-03
Quad-Cities Investment Group, LLC
46,664$2.1M0.7%CoreLowDavenport, IA2026-10-16
Axxcess Wealth Management, LLC
44,887$2.0M0.1%CoreLowCarlsbad, CA2026-10-21
Fiduciary Alliance LLC
43,177$1.9M0.1%CoreMediumGreenville, SC2026-10-13
XY Planning Network, Inc.
43,034$1.9M0.2%ETFLowBozeman, MT2026-10-14
Catalyst Investment Management LLC
42,802$1.9M1.7%ETFMediumWindham, NH2026-10-21
AdvisorNet Financial, Inc
42,705$1.9M0.1%ETFLowMinnetonka, MN2026-10-15
Ascentis Independent Advisors
40,813$1.8M0.1%ETFLowDallas, TX2026-11-03
Etesian Wealth Advisors, Inc.
39,903$1.8M0.5%ETFLowWest Linn, OR2026-10-27
Prospera Financial Services Inc
38,036$1.7M0.0%CoreMediumDallas, TX2026-11-04
Sowell Financial Services LLC
37,515$1.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
TopTier Wealth Management, LLC
37,161$1.7M1.0%ETFVery LowMuskego, WI2026-10-16
Rosenberg Matthew Hamilton
36,928$1.7M0.3%ETFVery LowGrand Junction, CO2026-10-05
D'Orazio & Associates, Inc.
35,986$1.6M0.2%ETFLowVienna, VA2026-11-04
Kuhn & Co Investment Counsel
34,603$1.5M0.8%CoreLowChicago, IL2026-10-29
John W. Brooker & Co., CPAs
32,979$1.5M1.7%ETFMediumOakland, CA2026-10-21
Jm2 Capital Inc.
32,329$1.4M1.0%GrowthVery LowEdmond, OK2026-10-14
Emerald Advisors, LLC
31,727$1.4M0.2%GrowthVery LowBellevue, WA2026-10-13
Hazlett, Burt & Watson, Inc.
29,234$281.0K0.2%CoreVery LowWheeling, WV2026-11-04
Diversify Wealth Management, LLC
28,833$1.3M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
28,833$1.3M0.0%GrowthLowSandy, UT2026-10-20
Sterling Investment Advisors, Ltd.
28,795$1.3M0.2%GrowthLowBerwyn, PA2026-10-27
Nolet Wealth Management, LLC
28,504$1.3M0.7%ETFMediumFort Worth, TX2026-10-15
Park Avenue Securities LLC
28,137$1.3K0.0%ETFMediumNew York, NY2026-10-26
Retirement Guys Formula LLC
28,088$1.3M0.5%CoreMediumMaumee, OH2026-10-26
Retirement Planning Group, LLC
27,775$1.2M0.0%ETFVery LowLeawood, KS2026-10-19
Baker Tilly Wealth Management, LLC
27,138$1.2M0.2%GrowthLowMadison, WI2026-10-05
CRA Financial Services, LLC
27,128$1.2M0.1%ETFVery LowNorthfield, NJ2026-10-16
DeLarme Wealth Management, Inc.
27,109$1.2M0.7%ETFVery LowPalos Verdes Estates, CA2026-10-30
Independent Wealth Network Inc.
27,066$1.2M0.3%ETFMediumUrbandale, IA2026-10-19
Trust Co
26,640$1.2M0.1%ETFVery LowManhattan, KS2026-10-09
Elevation Wealth Management LLC
26,598$1.2M0.8%Agg GrowthLowEden Prairie, MN2026-11-02
Five Oceans Advisors
26,382$1.2M0.5%ETFVery LowCarlsbad, CA2026-10-22
Davenport & Co LLC
25,344$1.1M0.0%CoreMediumRichmond, VA2026-10-14
Accelerate Investment Advisors LLC
24,853$1.1M0.6%ETFLowAliso Viejo, CA2026-11-02
Comprehensive Financial Planning, Inc.
24,642$1.1M0.6%Agg GrowthLowEast Petersburg, PA2026-10-27
Unique Wealth, LLC
24,052$1.1M0.1%ETFMediumTampa, FL2026-10-16
Rudd Co d/b/a Styre Wealth
23,722$1.1M1.0%ValueN/AFort Worth, TX2026-10-29
Pearl Planning LLC
22,850$1.0M0.4%ETFLowDexter, MI2026-10-13
Comprehensive Wealth Management, LLC
21,757$974.3K0.4%ETFMediumLynnwood, WA2026-11-02
Fermata Advisors, LLC
21,543$964.7K0.2%ETFLowSonoma, CA2026-10-13
Balboa Wealth Partners
21,334$955.3K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
SeaCrest Wealth Management, LLC
21,236$951.0K0.1%GrowthLowPurchase, NY2026-10-21
Venture Visionary Partners LLC
20,378$912.6K0.0%CoreLowSylvania, OH2026-10-07
First Citizens Financial Corp
20,053$898.0K0.4%ETFLowMason City, IA2026-10-02
USAdvisors Wealth Management, LLC
18,996$8500.0%ETFLowEden Prairie, MN2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
18,987$850.2K0.0%ETFLowMinneapolis, MN2026-10-14
Fifth Third Securities, Inc.
18,365$822.4K0.0%ETFLowCincinnati, OH2026-10-21
First Hawaiian Bank
17,952$803.9K0.1%ETFVery LowHonolulu, HI2026-10-14
Dynamic Advisor Solutions LLC
17,709$793.0K0.0%ETFLowPhoenix, AZ2026-10-13
Roof Eidam Maycock Peralta, LLC
17,560$786.3K0.1%ETFVery LowSan Francisco, CA2026-10-15
Sigma Planning Corp
17,223$771.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Aegis Wealth Management, Inc.
17,001$761.3K0.4%ETFMediumGuthrie Center, IA2026-10-26
Carmel Capital Partners, LLC
16,772$751.1K0.3%ValueMediumSan Diego, CA2026-11-03
Copper Harbor Investment Advisors, LLC
16,697$747.7K0.2%ETFN/AAppleton, WI2026-10-16
Friday Financial
15,927$711.0K0.1%ETFVery LowDubuque, IA2026-10-09
Richmond Investment Services, LLC
15,727$704.2K0.2%ETFLowMequon, WI2026-10-29
Lake Street Private Wealth, LLC
15,390$689.2K0.1%GrowthLowChicago, IL2026-10-22
Emergent Wealth Advisors, LLC
15,094$675.9K0.4%ETFMediumWilliamsville, NY2026-10-09
Ballast Financial Advisors LLC
15,066$674.6K0.6%ETFVery LowWest Chester, PA2026-10-26
First Heartland Consultants, Inc.
14,939$669.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Mainsail Financial Group, LLC
14,932$668.7K0.2%ETFLowBellevue, WA2026-10-23
First American Bank
14,854$665.2K0.0%GrowthVery LowDundee, IL2026-10-27
Prime Capital Investment Advisors, LLC
14,758$660.9K0.0%ETFLowOverland Park, KS2026-10-20
Layline Advisors, LLC
14,597$653.7K0.6%ETFLowRochester, NY2026-11-02
Detalus Advisors, LLC
14,145$633.4K0.1%ETFLowSt. Louis, MO2026-10-15
Kellett Wealth Advisors, LLC
13,761$616.2K0.2%ETFMediumCincinnati, OH2026-10-15
Chapin Davis, Inc.
13,323$596.6K0.1%GrowthHighBaltimore, MD2026-10-09
Balance Wealth Partners LLC
12,726$569.9K0.1%ETFMediumWorthington, OH2026-10-27
Uptick Partners, LLC
11,763$526.8K0.1%ETFLowNacogdoches, TX2026-11-04
MSH Capital Advisors LLC
11,113$497.6K0.1%CoreLowScottsdale, AZ2026-11-03
Firethorn Wealth Partners, LLC
11,046$494.7K0.2%ETFLowAugusta, GA2026-10-14
Ledyard National Bank
10,975$491.5K0.0%CoreLowHanover, NH2026-10-21
Citizens Financial Group Inc
10,829$484.9K0.0%GrowthLowProvidence, RI2026-10-23
BAM Wealth Management, LLC
10,645$476.7K0.3%ETFHighLakewood, CO2026-10-15
RDA Financial Network
10,465$468.6K0.1%GrowthMediumAkron, IA2026-10-15
Brindle & Bay Financial Advisors, LLC
10,262$459.5K0.2%ETFMediumFrisco, TX2026-10-15
Enclave Advisors LLC
10,253$459.1K0.1%ETFMediumAustin, TX2026-10-14
Plancorp, LLC
10,005$456.2K0.0%ETFLowSaint Louis, MO2026-11-03
Elm3 Financial Group, LLC
9,772$437.6K0.3%GrowthMediumAlpharetta, GA2026-10-07
Choreo, LLC
8,882$397.7K0.0%IndexLowRockford, IL2026-10-28
Allspring Global Investments Holdings, LLC
8,600$385.1K0.0%CoreMediumCharlotte, NC2026-11-04
Summit Wealth Group LLC / Co
8,087$362.1K0.0%ETFHighColorado Springs, CO2026-10-29
Skyline Advisors, Inc.
8,045$360.3K0.1%ETFMediumBellingham, WA2026-11-03
Sutton Place Investors LLC
7,986$357.6K0.2%ETFLowArmonk, NY2026-10-20
Quantum Financial Planning Services, Inc.
7,959$356.4K0.1%ETFVery LowSpokane, WA2026-10-14
RFG Advisory, LLC
7,593$340.0K0.0%ETFMediumBirmingham, AL2026-11-03
Silverlake Wealth Management LLC
7,577$339.3K0.1%ETFLowWilliston, VT2026-10-21
Pension & Wealth Management Advisors, Inc.
7,467$334.4K0.1%ETFLowWaltham, MA2026-10-16
Stonehearth Capital Management, LLC
7,341$328.7K0.1%ETFMediumDanvers, MA2026-10-13
Semus Wealth Partners LLC
7,152$320.3K0.1%GrowthLowBoca Raton, FL2026-10-22
Defined Wealth Management, LLC
6,117$273.9K0.1%ETFLowBeaverton, OR2026-10-19
Carolina Wealth Management Inc
6,045$270.7K0.1%ETFN/AGreenville, NC2026-10-29
Plan Group Financial, LLC
5,934$267.3K0.1%ETFMediumOklahoma City, OK2026-10-22
New Wave Wealth Advisors LLC
5,851$262.2K0.1%CoreMediumSpringdale, AR2026-10-19
Opal Wealth Advisors, LLC
5,647$252.9K0.1%ETFLowJericho, NY2026-10-16
Putney Financial Group LLC
5,464$244.7K0.2%GrowthLowSan Rafael, CA2026-10-30
Clear Creek Financial Management, LLC
5,330$238.7K0.0%ETFMediumSilverdale, WA2026-10-28
MGO One Seven LLC
5,212$233.4K0.0%GrowthLowBeachwood, OH2026-10-28
Vise Technologies, Inc.
5,034$225.4K0.0%IndexLowNew York, NY2026-10-29
Revisor Wealth Management LLC
5,000$224.8K0.1%CoreLowAkron, OH2026-10-20
Sanchez Wealth Management Group
4,950$221.7K0.7%ETFVery LowJacksonville, FL2026-11-02
Adelphi Trust Co
4,846$217.0K0.1%GrowthLowSaint Petersburg, FL2026-10-05
M Holdings Securities, Inc.
4,788$215.0K0.1%ETFHighPortland, OR2026-11-03
Maia Wealth LLC
4,724$211.5K0.0%ETFMediumDenver, CO2026-10-19
Fragasso Financial Advisors Inc
4,721$211.2K0.0%ETFLowSewickley, PA2026-10-13
StoneX Group Inc.
4,712$217.2K0.0%ETFMediumNew York, NY2026-11-03
M.E. Allison & Co., Inc.
4,600$206.0K0.1%CoreLowSan Antonio, TX2026-10-09
Capital Investment Advisory Services, LLC
4,567$204.5K0.0%CoreMediumRaleigh, NC2026-10-30
Next Level Wealth Planning, LLC
4,500$201.5K0.1%ETFVery LowMeridian, ID2026-10-29
Glass Jacobson Investment Advisors llc
4,443$199.0K0.1%ETFLowOwings Mills, MD2026-10-26
Barnes Dennig Private Wealth Management LLC
4,356$195.1K0.2%CoreLowCincinnati, OH2026-10-30
Cullen T Bankers, Inc.
4,268$191.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Cape Investment Advisory, Inc.
3,923$175.7K0.0%ETFLowMcdonough, GA2026-10-13
Birch Financial Group, LLC
3,837$171.8K0.1%CoreLowKeene, NH2026-10-27
Key FInancial Inc
3,519$157.6K0.0%ETFLowWest Chester, PA2026-11-02
Capital Investment Counsel, Inc
3,400$152.3K0.0%GrowthVery LowRaleigh, NC2026-10-20
Parkside Financial Bank & Trust
3,373$151.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
3,227$144.5K0.0%IndexLowSan Francisco, CA2026-11-03
Ashton Thomas Private Wealth, LLC
2,930$131.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Root Financial Partners, LLC
2,779$124.4K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
2,686$120.3K0.0%CoreLowCleveland, OH2026-10-20
William Mack & Associates, Inc.
2,557$114.5K0.0%ETFLowTroy, MI2026-10-27
Salomon & Ludwin, LLC
2,512$112.5K0.0%ETFVery LowRichmond, VA2026-10-29
GK Wealth Management LLC
2,500$112.0K0.1%GARPVery HighReno, NV2026-10-09
CX Institutional
2,388$1070.0%CoreMediumAuburn, IN2026-10-02
Abound Wealth Management
2,256$101.0K0.0%ETFVery LowFranklin, TN2026-10-26
Pinnacle Bancorp, Inc.
2,152$96.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Cordgrass Capital Advisors, LLC
2,086$93.4K0.0%CoreLowRaleigh, NC2026-10-30
Portfolio Resources Advisor Group, Inc.
1,675$75.0K0.1%ETFMediumCoral Gables, FL2026-10-20
Creative Financial Designs Inc
1,303$58.3K0.0%ETFMediumKokomo, IN2026-11-04
Harbor Investment Advisory, LLC
881$39.5K0.0%GrowthLowLutherville, MD2026-10-13
Blueline Advisors LLC
860$38.5K0.0%ETFLowExeter, NH2026-10-15
Peck Wealth Management, LLC
820$36.7K0.0%ETFLowWhite Plains, NY2026-10-29
RHL Group, LLC
709$31.8K0.0%ETFVery HighHolly, MI2026-11-04
MB, Levis & Associates, LLC
643$28.8K0.0%ETFVery LowCenter Valley, PA2026-10-16
Tompkins Financial Corp
355$15.9K0.0%CoreLowIthaca, NY2026-10-05
Assetmark, Inc
174$7.8K0.0%ETFLowConcord, CA2026-10-21
Signature Equity Partners, LLC
160$7.2K0.0%GrowthMediumColumbus, OH2026-10-29
Golden State Wealth Management, LLC
160$7.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Cassaday & Co Wealth Management LLC
159$7.1K0.0%ETFVery LowMclean, VA2026-10-27
Brown, Lisle Ings, Inc.
101$4.5K0.0%CoreVery LowProvidence, RI2026-10-16
Farmers & Merchants Investments Inc
29$1.3K0.0%CoreVery LowLincoln, NE2026-10-22
Blue Trust, Inc.
27$1.2K0.0%ETFLowBrentwood, TN2026-10-15
EverSource Wealth Advisors, LLC
21$9390.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
9$4020.0%IndexLowAtlanta, GA2026-10-23