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JPMorgan US Quality Factor (JQUA)

CUSIP: 46641Q761 | NYSE | 778 institutional holders

Quarters

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

Sage Mountain Advisors LLC2,917,955
12.7% of portfolio›$215.3M
Quadcap Wealth Management, LLC1,257,784
8.8% of portfolio›$92.8M
Facet Wealth, Inc.1,169,737
1.1% of portfolio›$86.3M
Hughes Financial Services, LLC1,056,570
10.3% of portfolio›$81.0M
RVW Wealth, LLC1,010,151
4.8% of portfolio›$74.5M
LVZ, Inc.1,003,987
7.6% of portfolio›$74.1M
Avidian Wealth Enterprises, LLC989,337
2.0% of portfolio›$73.0M
Midland Wealth Advisors, LLC912,525
3.1% of portfolio›$67.3M
Cambridge Investment Research Advisors, Inc.888,924
0.0% of portfolio›$65.6K
Commonwealth Equity Services, LLC836,711
0.1% of portfolio›$61.7M
Kestra Advisory Services, LLC789,649
0.2% of portfolio›$58.3M
TFC Financial Management, Inc.769,150
6.4% of portfolio›$56.8M
Warren Street Wealth Advisors, LLC670,342
9.7% of portfolio›$49.5M
Aprio Wealth Management, LLC487,467
1.6% of portfolio›$36.0M
Breakwater Capital Group452,494
4.0% of portfolio›$33.4M
Wealth Enhancement Advisory Services, LLC445,034
0.0% of portfolio›$33.5M
Hemming& Wealth Management, Inc.395,439
17.2% of portfolio›$29.2M
Signaturefd, LLC395,265
0.4% of portfolio›$29.2M
Strategent Financial, LLC394,767
14.3% of portfolio›$29.1M
Walled Lake Planning & Wealth Management, LLC380,283
6.7% of portfolio›$28.1M
D.A. Davidson & Co.361,673
0.1% of portfolio›$26.7M
Dynamic Advisor Solutions LLC353,000
0.7% of portfolio›$26.1M
Roof Eidam Maycock Peralta, LLC344,530
4.8% of portfolio›$25.4M
Spectrum Wealth Advisory Group, LLC326,437
6.8% of portfolio›$24.1M
Cornerstone Wealth Management, LLC298,429
0.9% of portfolio›$22.0M
Valicenti Advisory Services Inc291,865
0.0% of portfolio›$21.5K
Park Avenue Securities LLC283,498
0.0% of portfolio›$20.9K
Kelly Financial Group LLC267,243
4.5% of portfolio›$19.7M
Redw Wealth LLC260,173
7.0% of portfolio›$19.2M
Plan Group Financial, LLC245,543
3.7% of portfolio›$18.6M
Weil Company, Inc.213,734
2.7% of portfolio›$15.8M
D'Orazio & Associates, Inc.211,973
1.7% of portfolio›$15.6M
Fifth Third Wealth Advisors LLC196,960
0.4% of portfolio›$14.5M
Woodmont Investment Counsel LLC184,992
0.7% of portfolio›$13.7M
Ledyard National Bank171,028
1.0% of portfolio›$12.6M
Prism Advisors, Inc.165,503
3.1% of portfolio›$12.5M
True North Advisors, LLC165,226
0.9% of portfolio›$12.2M
Farther Finance Advisors, LLC161,853
0.1% of portfolio›$11.9M
Seamount Financial Group Inc156,105
4.5% of portfolio›$11.5M
Perigon Wealth Management, LLC153,954
0.2% of portfolio›$11.4M
Truist Financial Corp149,631
0.0% of portfolio›$11.0M
Cadent Capital Advisors, LLC146,091
2.3% of portfolio›$10.8M
Waterway Wealth Management, LLC143,742
1.6% of portfolio›$8.3M
MBA Advisors LLC135,798
3.3% of portfolio›$10.0M
Able Wealth Management LLC130,331
2.2% of portfolio›$9.8M
Tenzing Financial LLC126,225
6.4% of portfolio›$9.5M
Onyx Bridge Wealth Group LLC125,035
0.8% of portfolio›$9.2M
Prospera Financial Services Inc119,020
0.1% of portfolio›$9.0M
Focus Financial Network, Inc.117,557
0.3% of portfolio›$8.7M
Lawood & Co115,305
5.9% of portfolio›$8.5M
Columbus Macro, LLC114,832
0.8% of portfolio›$8.5M
Gibbs Wealth Management113,783
0.9% of portfolio›$8.4M
Concurrent Investment Advisors, LLC108,161
0.1% of portfolio›$8.0M
Madson Wealth Advisors Inc97,872
5.0% of portfolio›$7.2M
Fiduciary Alliance LLC90,050
0.5% of portfolio›$6.6M
Blue Trust, Inc.87,068
0.1% of portfolio›$6.4M
BridgePort Financial Solutions, LLC85,737
1.5% of portfolio›$6.3M
StrongBox Wealth, LLC84,939
1.7% of portfolio›$6.3M
KWB Wealth82,915
0.5% of portfolio›$6.1M
Financial Futures Ltd Liability Co.81,175
2.2% of portfolio›$6.0M
Burton Enright Welch79,773
0.6% of portfolio›$5.9M
Creative Planning78,225
0.0% of portfolio›$5.8M
Fulcrum Capital LLC77,560
1.1% of portfolio›$5.7M
Destiny Wealth Partners, LLC76,238
0.6% of portfolio›$5.7M
Integrated Capital Management, Inc.75,383
4.0% of portfolio›$5.6M
Arsenal Capital Advisors LLC71,115
2.8% of portfolio›$5.2M
Clarus Wealth Advisors71,016
2.0% of portfolio›$5.4M
Archford Capital Strategies, LLC66,223
0.5% of portfolio›$4.9M
Portside Wealth Group, LLC66,188
0.5% of portfolio›$4.9M
Lodestar Private Asset Management LLC65,946
0.4% of portfolio›$4.9M
Ballast Rock Private Wealth LLC65,017
2.2% of portfolio›$4.8M
Tableaux LLC63,402
1.9% of portfolio›$4.7M
Ballast Financial Advisors LLC62,450
4.3% of portfolio›$4.6M
Madrid Wealth Management, LLC60,710
2.8% of portfolio›$4.5M
Cornerstone Wealth, LLC57,534
2.1% of portfolio›$4.4M
Peck Wealth Management, LLC56,744
3.5% of portfolio›$4.2M
Kathmere Capital Management, LLC55,826
0.2% of portfolio›$4.1M
Oasis Advisors, LLC55,439
1.7% of portfolio›$4.1M
Avior Wealth Management, LLC55,293
0.1% of portfolio›$4.1M
Golden State Wealth Management, LLC54,792
0.4% of portfolio›$4.0M
Perryman Financial Advisory Inc52,277
0.5% of portfolio›$3.9M
Independent Financial Group, LLC49,632
0.1% of portfolio›$3.7M
IFP Advisors, Inc49,510
0.1% of portfolio›$3.7M
Intelligence Driven Advisers, LLC48,640
0.6% of portfolio›$3.6M
Ayalon Insurance Comp Ltd.48,513
0.0% of portfolio›$3.6K
Atria Investments, Inc45,302
0.0% of portfolio›$3.3M
ARQ Wealth Advisors, LLC39,067
0.3% of portfolio›$2.9M
Founders Financial Securities LLC38,928
0.1% of portfolio›$2.9M
WT Wealth Management37,677
0.8% of portfolio›$2.8M
UMB Private Wealth Management, LLC37,320
2.7% of portfolio›$2.8M
Novem Group36,982
0.3% of portfolio›$2.7M
Spire Wealth Management36,891
0.1% of portfolio›$2.7M
Asset One Wealth Management LLC36,662
0.2% of portfolio›$2.7M
Vise Technologies, Inc.35,377
0.0% of portfolio›$2.6M
Retirement Planning Group, LLC34,916
0.1% of portfolio›$2.6M
Salem Investment Counselors Inc34,098
0.1% of portfolio›$2.5M
Centerpoint Advisory Group32,714
1.5% of portfolio›$2.4M
Elevation Capital Advisory, LLC31,859
0.9% of portfolio›$2.4M
Princeton Global Asset Management LLC31,816
0.3% of portfolio›$2.3M
Diversify Advisory Services, LLC31,193
0.0% of portfolio›$2.4M
Diversify Wealth Management, LLC31,193
0.0% of portfolio›$2.4M
Cap Partners, LLC30,766
1.0% of portfolio›$2.3M
Valley National Advisers Inc30,507
0.2% of portfolio›$2.3M
Fifth Third Securities, Inc.28,744
0.1% of portfolio›$2.1M
Foster Group, Inc.27,737
0.1% of portfolio›$2.0M
Arwa LLC27,279
0.8% of portfolio›$2.1M
Saratoga Research & Investment Management27,199
0.1% of portfolio›$2.0M
Enzi Wealth26,971
0.6% of portfolio›$2.0M
Integrated Advisors Network LLC26,727
0.1% of portfolio›$2.0M
Aspen Wealth Management LLC24,856
0.3% of portfolio›$1.8M
Resonant Capital Advisors, LLC22,766
0.1% of portfolio›$1.7M
Keeler Thomas Management LLC22,634
0.7% of portfolio›$1.7M
Sugar Maple Asset Management, LLC22,555
0.9% of portfolio›$1.7M
Private Wealth Partners, LLC22,309
0.1% of portfolio›$1.6M
Gallacher Capital Management LLC21,761
1.3% of portfolio›$1.6M
RFG Advisory, LLC21,704
0.0% of portfolio›$1.6M
Mendel Money Management21,700
0.6% of portfolio›$1.6M
Sanchez Wealth Management Group21,002
4.7% of portfolio›$1.5M
Private Trust Co NA20,969
0.1% of portfolio›$1.5M
Iron Financial LLC17,460
0.5% of portfolio›$1.3M
Milestone Asset Management, LLC17,196
0.2% of portfolio›$1.3M
Procyon Advisors, LLC17,005
0.1% of portfolio›$1.3M
Mirae Asset Global Investments Co., Ltd.16,188
0.0% of portfolio›$1.2M
PFG Advisors15,788
0.1% of portfolio›$1.2M
Flavin Financial Services, Inc.15,643
0.6% of portfolio›$1.2M
Sigma Planning Corp15,500
0.0% of portfolio›$1.1M
Cooper Financial Group15,464
0.1% of portfolio›$1.1M
Stonehaven Wealth & TAX Solutions, LLC15,378
1.1% of portfolio›$1.1M
Tsfg, LLC15,374
0.0% of portfolio›$1.1K
M.E. Allison & Co., Inc.15,120
0.6% of portfolio›$1.1M
Boyum Wealth Architects LLC14,994
0.5% of portfolio›$1.1M
Redhawk Wealth Advisors, Inc.14,647
0.1% of portfolio›$1.1M
Archer Investment Management, LLC14,616
0.3% of portfolio›$1.1M
Emprise Bank13,839
0.4% of portfolio›$1.0M
ProCore Advisors, LLC13,778
1.2% of portfolio›$1.0M
Silver Grove Financial Group, Inc.13,405
0.5% of portfolio›$989.3K
Hamilton Capital, LLC13,352
0.1% of portfolio›$985.4K
StoneX Group Inc.13,263
0.0% of portfolio›$978.8K
High Net Worth Advisory Group LLC12,495
0.2% of portfolio›$922.2K
Elm3 Financial Group, LLC12,101
0.6% of portfolio›$893.1K
Flagship Harbor Advisors, LLC12,076
0.0% of portfolio›$891.2K
Penney Financial, LLC11,343
0.2% of portfolio›$837.1K
Nottingham Advisors, Inc.11,301
0.1% of portfolio›$840.2K
BXM Wealth LLC11,105
0.4% of portfolio›$819.5K
Herold Advisors, Inc.10,931
0.2% of portfolio›$806.7K
Andina Capital Management, LLC10,501
1.1% of portfolio›$775.0K
Patten Group, Inc.10,283
0.1% of portfolio›$758.9K
Titleist Asset Management, LLC10,075
0.0% of portfolio›$743.6K
Ehrlich Financial Group9,489
0.4% of portfolio›$700.3K
Third View Private Wealth, LLC9,048
0.1% of portfolio›$667.7K
Financial Network Wealth Advisors LLC8,815
0.6% of portfolio›$650.6K
Norden Group LLC8,491
0.0% of portfolio›$626.6K
Jamison Private Wealth Management, Inc.8,383
0.1% of portfolio›$618.6K
Wilkerson Advisory Group LLC8,216
0.2% of portfolio›$606.4K
Concord Wealth Partners8,145
0.1% of portfolio›$601.1K
Horizon Wealth Management, LLC7,901
0.1% of portfolio›$583.1K
Legacy Wealth Partners, LLC7,893
0.1% of portfolio›$582.5K
CGC Financial Services, LLC7,879
0.1% of portfolio›$581.5K
First Citizens Bank & Trust Co7,841
0.0% of portfolio›$578.7K
Acorn Wealth Advisors, LLC7,690
0.1% of portfolio›$567.5K
Capital Advisors Wealth Management, LLC7,623
0.1% of portfolio›$562.6K
Base Wealth Management LLC7,570
0.2% of portfolio›$558.7K
Annex Advisory Services, LLC7,394
0.0% of portfolio›$545.7K
Winthrop Advisory Group LLC7,012
0.0% of portfolio›$517.5K
Concord Asset Management, LLC6,907
0.1% of portfolio›$509.7K
Sagespring Wealth Partners, LLC6,622
0.0% of portfolio›$488.7K
Albion Financial Group6,540
0.0% of portfolio›$482.7K
Citigroup Inc6,361
0.0% of portfolio›$469.4K
Apollon Wealth Management, LLC6,345
0.0% of portfolio›$468.3K
Teamwork Financial Advisors, LLC6,282
0.1% of portfolio›$463.6K
Lockerman Financial Group, Inc.6,056
0.6% of portfolio›$447.0K
MBL Wealth, LLC6,000
0.0% of portfolio›$442.8K
Idaho Trust Co5,957
0.1% of portfolio›$439.5K
Axxcess Wealth Management, LLC5,900
0.0% of portfolio›$435.5K
SAX Wealth Advisors, LLC5,751
0.0% of portfolio›$424.4K
McKinley Carter Wealth Services, Inc.5,500
0.0% of portfolio›$405.9K
Retireful, LLC5,474
0.3% of portfolio›$404.0K
Reicon Wealth Advisors, LLC5,470
0.2% of portfolio›$403.7K
Flagship Wealth Advisors, LLC5,299
0.1% of portfolio›$391.1K
Global Assets Advisory, LLC5,243
0.1% of portfolio›$393.5K
B. Riley Wealth Advisors, Inc.5,175
0.0% of portfolio›$381.9K
Sharkey, Howes & Javer5,170
0.0% of portfolio›$381.5K
Midwest Trust Co4,965
0.0% of portfolio›$366.4K
WBH Advisory Inc4,961
0.0% of portfolio›$366.1K
MLG Wealth Management DBA Pine Grove Financial Group4,898
0.0% of portfolio›$361.5K
Merited Wealth, LLC4,869
0.2% of portfolio›$359.3K
Financial Partners Group, Inc4,857
0.0% of portfolio›$358.5K
MN Wealth Advisors, LLC4,709
0.1% of portfolio›$347.6K
Investment Planning Advisors, Inc.4,530
0.1% of portfolio›$334.3K
HB Wealth Management, LLC4,529
0.0% of portfolio›$334.2K
Walkner Condon Financial Advisors LLC4,512
0.0% of portfolio›$333.0K
Old Second National Bank of Aurora4,452
0.1% of portfolio›$328.6K
Morey & Quinn Wealth Partners, LLC4,314
0.2% of portfolio›$318.4K
Daymark Wealth Partners, LLC4,271
0.0% of portfolio›$315.2K
Elevation Wealth Management LLC4,213
0.2% of portfolio›$310.9K
Signal Advisors Wealth, LLC4,174
0.0% of portfolio›$308.1K
MGO One Seven LLC4,173
0.0% of portfolio›$308.0K
Westover Capital Advisors, LLC4,166
0.0% of portfolio›$307.5K
Lanark Financial, Inc.4,145
0.0% of portfolio›$305.9K
Assetmark, Inc4,077
0.0% of portfolio›$300.9K
Skyline Advisors, Inc.4,071
0.1% of portfolio›$300.4K
SeaCrest Wealth Management, LLC3,938
0.0% of portfolio›$290.6K
Capital Asset Advisory Services LLC3,732
0.0% of portfolio›$284.2K
Portfolio Resources Advisor Group, Inc.3,633
0.2% of portfolio›$268.1K
Balefire, LLC3,537
0.0% of portfolio›$261.0K
Northwest Financial Advisors3,518
0.0% of portfolio›$259.6K
Ashton Thomas Private Wealth, LLC3,478
0.0% of portfolio›$256.7K
Sowell Financial Services LLC3,466
0.0% of portfolio›$255.8K
Silverlake Wealth Management LLC3,436
0.0% of portfolio›$253.6K
Alliance Wealth Advisors, LLC3,375
0.0% of portfolio›$249.1K
Choreo, LLC3,361
0.0% of portfolio›$248.0K
Saxony Capital Management, LLC3,350
0.1% of portfolio›$247.2K
Robertson Stephens Wealth Management, LLC3,256
0.0% of portfolio›$240.3K
GFS Advisors, LLC3,215
0.0% of portfolio›$237.0K
Uptick Partners, LLC3,065
0.0% of portfolio›$226.2K
Davenport & Co LLC3,029
0.0% of portfolio›$223.5K
Fidelity D & D Bancorp Inc2,955
0.1% of portfolio›$218.1K
Sterling Group Wealth Management, LLC2,948
0.1% of portfolio›$217.6K
MBE Wealth Management, LLC2,897
0.1% of portfolio›$213.8K
Creative Financial Designs Inc2,860
0.0% of portfolio›$211.1K
Jones Kertz & Associates, Inc.2,829
0.1% of portfolio›$208.8K
Lantern Wealth Advisors, LLC2,769
0.1% of portfolio›$204.4K
Capital Advisors, Ltd. LLC2,341
0.0% of portfolio›$173
Harbor Asset Planning, Inc.2,275
0.1% of portfolio›$167.9K
GoalVest Advisory LLC2,063
0.0% of portfolio›$152.2K
KFG LLC1,595
0.1% of portfolio›$117.7K
Register Financial Advisors LLC1,252
0.0% of portfolio›$92.4K
EverSource Wealth Advisors, LLC1,152
0.0% of portfolio›$85.0K
Triumph Capital Management1,068
0.0% of portfolio›$78.8K
CoreCap Advisors, LLC1,047
0.0% of portfolio›$77.3K
Abound Wealth Management964
0.0% of portfolio›$71.1K
Asset Dedication, LLC940
0.0% of portfolio›$69.4K
Dhjj Financial Advisors, Ltd.904
0.0% of portfolio›$66.7K
Cardinal Strategic Wealth Guidance883
0.0% of portfolio›$65.2K
Arlington Trust Co LLC839
0.0% of portfolio›$61.9K
Root Financial Partners, LLC807
0.0% of portfolio›$59.6K
Parallel Advisors, LLC557
0.0% of portfolio›$41.1K
Pinnacle Bancorp, Inc.547
0.0% of portfolio›$40.4K
Wagner Wealth Management, LLC515
0.0% of portfolio›$38.0K
Plante Moran Financial Advisors, LLC478
0.0% of portfolio›$35.3K
Fortitude Family Office, LLC396
0.0% of portfolio›$29.2K
Roxbury Financial LLC320
0.0% of portfolio›$23.7K
RMG Wealth Management LLC303
0.0% of portfolio›$23.0K
Bokf, NA298
0.0% of portfolio›$22.0K
Financial Management Professionals, Inc.259
0.0% of portfolio›$19.1K
Bfsg, LLC240
0.0% of portfolio›$17.7K
Cherry Tree Wealth Management, LLC239
0.0% of portfolio›$17.6K
City State Bank215
0.0% of portfolio›$15.9K
Central Pacific Bank - Trust Division214
0.0% of portfolio›$15.8K
Key FInancial Inc200
0.0% of portfolio›$14.8K
Planning Strategies Inc.181
0.0% of portfolio›$13.4K
Archer Investment Corp130
0.0% of portfolio›$9.6K
TD Waterhouse Canada Inc.100
0.0% of portfolio›$7.4K
Ashton Thomas Securities, LLC83
0.0% of portfolio›$6.1K
Transce3nd, LLC72
0.0% of portfolio›$5.5K
Capital Investment Advisory Services, LLC70
0.0% of portfolio›$5.2K
Latitude Advisors, LLC66
0.0% of portfolio›$4.8K
Brown, Lisle Ings, Inc.50
0.0% of portfolio›$3.7K
Dorato Capital Management48
0.0% of portfolio›$3.6K
Buck Wealth Strategies, LLC44
0.0% of portfolio›$3.3K
GK Wealth Management LLC27
0.0% of portfolio›$2.0K
Trust Co26
0.0% of portfolio›$1.9K
GHP Investment Advisors, Inc.2
0.0% of portfolio›$152
DecisionPoint Financial, LLC2
0.0% of portfolio›$149
Downshift Financial, LLC1
0.0% of portfolio›$74
Illumine Investment Management, LLC0
1.1% of portfolio›$1.6M
StyleTurnoverLocationFiled
Sage Mountain Advisors LLC
2,917,955$215.3M12.7%ETFLowAtlanta, GA2026-11-02
Quadcap Wealth Management, LLC
1,257,784$92.8M8.8%ETFLowFrisco, TX2026-11-02
Facet Wealth, Inc.
1,169,737$86.3M1.1%IndexVery LowWest Palm Beach, FL2026-11-04
Hughes Financial Services, LLC
1,056,570$81.0M10.3%ETFLowHerndon, VA2026-10-30
RVW Wealth, LLC
1,010,151$74.5M4.8%ETFVery LowLos Angeles, CA2026-10-06
LVZ, Inc.
1,003,987$74.1M7.6%ETFLowHolland, MI2026-10-20
Avidian Wealth Enterprises, LLC
989,337$73.0M2.0%ETFLowHouston, TX2026-10-08
Midland Wealth Advisors, LLC
912,525$67.3M3.1%ETFLowEffingham, IL2026-10-26
Cambridge Investment Research Advisors, Inc.
888,924$65.6K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
836,711$61.7M0.1%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
789,649$58.3M0.2%CoreLowAustin, TX2026-11-02
TFC Financial Management, Inc.
769,150$56.8M6.4%ETFVery LowBoston, MA2026-10-26
Warren Street Wealth Advisors, LLC
670,342$49.5M9.7%ETFMediumIrvine, CA2026-11-04
Aprio Wealth Management, LLC
487,467$36.0M1.6%ETFMediumAtlanta, GA2026-10-28
Breakwater Capital Group
452,494$33.4M4.0%ETFLowParamus, NJ2026-10-09
Wealth Enhancement Advisory Services, LLC
445,034$33.5M0.0%CoreLowPlymouth, MN2026-10-13
Hemming& Wealth Management, Inc.
395,439$29.2M17.2%ETFMediumTraverse City, MI2026-10-20
Signaturefd, LLC
395,265$29.2M0.4%IndexLowAtlanta, GA2026-10-23
Strategent Financial, LLC
394,767$29.1M14.3%ETFLowHarrisonburg, VA2026-10-30
Walled Lake Planning & Wealth Management, LLC
380,283$28.1M6.7%ETFLowHighland Park, IL2026-10-29
D.A. Davidson & Co.
361,673$26.7M0.1%CoreLowGreat Falls, MT2026-10-28
Dynamic Advisor Solutions LLC
353,000$26.1M0.7%ETFLowPhoenix, AZ2026-10-13
Roof Eidam Maycock Peralta, LLC
344,530$25.4M4.8%ETFVery LowSan Francisco, CA2026-10-15
Spectrum Wealth Advisory Group, LLC
326,437$24.1M6.8%ETFMediumGranite Bay, CA2026-10-29
Cornerstone Wealth Management, LLC
298,429$22.0M0.9%ETFVery LowSt. Peters, MO2026-11-04
Valicenti Advisory Services Inc
291,865$21.5K0.0%GrowthLowElmira, NY2026-10-23
Park Avenue Securities LLC
283,498$20.9K0.0%ETFMediumNew York, NY2026-10-26
Kelly Financial Group LLC
267,243$19.7M4.5%ETFLowWethersfield, CT2026-10-16
Redw Wealth LLC
260,173$19.2M7.0%ETFLowAlbuquerque, NM2026-11-02
Plan Group Financial, LLC
245,543$18.6M3.7%ETFMediumOklahoma City, OK2026-10-22
Weil Company, Inc.
213,734$15.8M2.7%ETFLowSan Diego, CA2026-10-14
D'Orazio & Associates, Inc.
211,973$15.6M1.7%ETFLowVienna, VA2026-11-04
Fifth Third Wealth Advisors LLC
196,960$14.5M0.4%IndexVery LowCincinnati, OH2026-10-22
Woodmont Investment Counsel LLC
184,992$13.7M0.7%GARPVery LowNashville, TN2026-10-29
Ledyard National Bank
171,028$12.6M1.0%CoreLowHanover, NH2026-10-21
Prism Advisors, Inc.
165,503$12.5M3.1%ETFMediumStudio City, CA2026-10-09
True North Advisors, LLC
165,226$12.2M0.9%CoreMediumDallas, TX2026-10-22
Farther Finance Advisors, LLC
161,853$11.9M0.1%IndexLowSan Francisco, CA2026-10-08
Seamount Financial Group Inc
156,105$11.5M4.5%ETFLowColorado Springs, CO2026-10-21
Perigon Wealth Management, LLC
153,954$11.4M0.2%GrowthLowSan Francisco, CA2026-10-22
Truist Financial Corp
149,631$11.0M0.0%CoreLowCharlotte, NC2026-10-30
Cadent Capital Advisors, LLC
146,091$10.8M2.3%ETFHighTulsa, OK2026-10-09
Waterway Wealth Management, LLC
143,742$8.3M1.6%ETFMediumThe Woodlands, TX2026-10-28
MBA Advisors LLC
135,798$10.0M3.3%ETFLowHermitage, PA2026-10-29
Able Wealth Management LLC
130,331$9.8M2.2%ETFMediumToms River, NJ2026-10-13
Tenzing Financial LLC
126,225$9.5M6.4%ETFVery LowWilliamsburg, VA2026-11-03
Onyx Bridge Wealth Group LLC
125,035$9.2M0.8%ETFMediumTarrytown, NY2026-10-16
Prospera Financial Services Inc
119,020$9.0M0.1%CoreMediumDallas, TX2026-11-04
Focus Financial Network, Inc.
117,557$8.7M0.3%ETFLowMinneapolis, MN2026-10-14
Lawood & Co
115,305$8.5M5.9%CoreLowWilliamsport, PA2026-10-09
Columbus Macro, LLC
114,832$8.5M0.8%YieldMediumNew Castle, PA2026-10-14
Gibbs Wealth Management
113,783$8.4M0.9%CoreLowAlpharetta, GA2026-10-22
Concurrent Investment Advisors, LLC
108,161$8.0M0.1%GrowthMediumTampa, FL2026-10-16
Madson Wealth Advisors Inc
97,872$7.2M5.0%ETFLowSanta Rosa, CA2026-10-13
Fiduciary Alliance LLC
90,050$6.6M0.5%CoreMediumGreenville, SC2026-10-13
Blue Trust, Inc.
87,068$6.4M0.1%ETFLowBrentwood, TN2026-10-15
BridgePort Financial Solutions, LLC
85,737$6.3M1.5%ETFLowFairfield, IA2026-11-02
StrongBox Wealth, LLC
84,939$6.3M1.7%GrowthLowLee'S Summit, MO2026-11-02
KWB Wealth
82,915$6.1M0.5%ETFMediumRedlands, CA2026-10-16
Financial Futures Ltd Liability Co.
81,175$6.0M2.2%ETFLowBrielle, NJ2026-10-13
Burton Enright Welch
79,773$5.9M0.6%ETFVery LowWalnut Creek, CA2026-11-04
Creative Planning
78,225$5.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Fulcrum Capital LLC
77,560$5.7M1.1%GrowthLowSeattle, WA2026-10-15
Destiny Wealth Partners, LLC
76,238$5.7M0.6%ETFMediumTavares, FL2026-11-05
Integrated Capital Management, Inc.
75,383$5.6M4.0%ETFLowJessup, PA2026-10-09
Arsenal Capital Advisors LLC
71,115$5.2M2.8%GrowthLowConshohocken, PA2026-11-02
Clarus Wealth Advisors
71,016$5.4M2.0%ETFMediumPeoria, AZ2026-10-13
Archford Capital Strategies, LLC
66,223$4.9M0.5%GrowthMediumSwansea, IL2026-10-19
Portside Wealth Group, LLC
66,188$4.9M0.5%CoreMediumProvo, UT2026-10-20
Lodestar Private Asset Management LLC
65,946$4.9M0.4%ETFLowAlamo, CA2026-10-26
Ballast Rock Private Wealth LLC
65,017$4.8M2.2%ETFMediumCharleston, SC2026-10-26
Tableaux LLC
63,402$4.7M1.9%ETFLowStockbridge, MA2026-10-23
Ballast Financial Advisors LLC
62,450$4.6M4.3%ETFVery LowWest Chester, PA2026-10-26
Madrid Wealth Management, LLC
60,710$4.5M2.8%ETFLowAlbuquerque, NM2026-10-23
Cornerstone Wealth, LLC
57,534$4.4M2.1%ETFMediumGreeneville, TN2026-10-28
Peck Wealth Management, LLC
56,744$4.2M3.5%ETFLowWhite Plains, NY2026-10-29
Kathmere Capital Management, LLC
55,826$4.1M0.2%ETFLowWayne, PA2026-10-20
Oasis Advisors, LLC
55,439$4.1M1.7%ETFMediumForest City, IA2026-10-16
Avior Wealth Management, LLC
55,293$4.1M0.1%ETFMediumOmaha, NE2026-10-13
Golden State Wealth Management, LLC
54,792$4.0M0.4%ETFMediumSanta Ana, CA2026-11-02
Perryman Financial Advisory Inc
52,277$3.9M0.5%GrowthVery LowDallas, TX2026-10-16
Independent Financial Group, LLC
49,632$3.7M0.1%GrowthLowSan Diego, CA2026-10-13
IFP Advisors, Inc
49,510$3.7M0.1%GrowthLowTampa, FL2026-10-16
Intelligence Driven Advisers, LLC
48,640$3.6M0.6%ETFLowCarlsbad, CA2026-10-09
Ayalon Insurance Comp Ltd.
48,513$3.6K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Atria Investments, Inc
45,302$3.3M0.0%CoreMediumCharlotte, NC2026-10-15
ARQ Wealth Advisors, LLC
39,067$2.9M0.3%ETFLowScottsdale, AZ2026-10-29
Founders Financial Securities LLC
38,928$2.9M0.1%ETFMediumTowson, MD2026-10-28
WT Wealth Management
37,677$2.8M0.8%ETFMediumScottsdale, AZ2026-10-13
UMB Private Wealth Management, LLC
37,320$2.8M2.7%GrowthN/AKansas City, MO2026-10-19
Novem Group
36,982$2.7M0.3%ETFMediumRochester, NY2026-10-19
Spire Wealth Management
36,891$2.7M0.1%GrowthMediumMclean, VA2026-10-30
Asset One Wealth Management LLC
36,662$2.7M0.2%GrowthLowBellevue, WA2026-11-02
Vise Technologies, Inc.
35,377$2.6M0.0%IndexLowNew York, NY2026-10-29
Retirement Planning Group, LLC
34,916$2.6M0.1%ETFVery LowLeawood, KS2026-10-19
Salem Investment Counselors Inc
34,098$2.5M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Centerpoint Advisory Group
32,714$2.4M1.5%ETFLowOverland Park, KS2026-10-23
Elevation Capital Advisory, LLC
31,859$2.4M0.9%ETFVery HighBend, OR2026-10-29
Princeton Global Asset Management LLC
31,816$2.3M0.3%GrowthLowPrinceton, NJ2026-10-21
Diversify Advisory Services, LLC
31,193$2.4M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
31,193$2.4M0.0%GrowthMediumSandy, UT2026-10-20
Cap Partners, LLC
30,766$2.3M1.0%ETFLowFranklin, TN2026-10-19
Valley National Advisers Inc
30,507$2.3M0.2%ETFLowBethlehem, PA2026-10-23
Fifth Third Securities, Inc.
28,744$2.1M0.1%ETFLowCincinnati, OH2026-10-21
Foster Group, Inc.
27,737$2.0M0.1%ETFVery LowUrbandale, IA2026-10-13
Arwa LLC
27,279$2.1M0.8%ETFMediumFort Worth, TX2026-10-21
Saratoga Research & Investment Management
27,199$2.0M0.1%CoreLowSaratoga, CA2026-10-16
Enzi Wealth
26,971$2.0M0.6%ETFMediumAustin, TX2026-10-14
Integrated Advisors Network LLC
26,727$2.0M0.1%GrowthMediumDallas, TX2026-10-20
Aspen Wealth Management LLC
24,856$1.8M0.3%ETFLowFort Worth, TX2026-10-14
Resonant Capital Advisors, LLC
22,766$1.7M0.1%ETFLowMadison, WI2026-10-15
Keeler Thomas Management LLC
22,634$1.7M0.7%CoreHighOrem, UT2026-10-29
Sugar Maple Asset Management, LLC
22,555$1.7M0.9%ETFMediumSister Bay, WI2026-10-13
Private Wealth Partners, LLC
22,309$1.6M0.1%GrowthLowMill Valley, CA2026-10-22
Gallacher Capital Management LLC
21,761$1.6M1.3%ValueMediumLone Tree, CO2026-10-30
RFG Advisory, LLC
21,704$1.6M0.0%ETFMediumBirmingham, AL2026-11-03
Mendel Money Management
21,700$1.6M0.6%GrowthMediumNorthbrook, IL2026-11-02
Sanchez Wealth Management Group
21,002$1.5M4.7%ETFVery LowJacksonville, FL2026-11-02
Private Trust Co NA
20,969$1.5M0.1%CoreLowCleveland, OH2026-10-20
Iron Financial LLC
17,460$1.3M0.5%ETFLowNorthbrook, IL2026-10-23
Milestone Asset Management, LLC
17,196$1.3M0.2%GrowthHighPittsburgh, PA2026-10-15
Procyon Advisors, LLC
17,005$1.3M0.1%CoreVery LowShelton, CT2026-10-21
Mirae Asset Global Investments Co., Ltd.
16,188$1.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
PFG Advisors
15,788$1.2M0.1%ETFMediumPhoenix, AZ2026-10-16
Flavin Financial Services, Inc.
15,643$1.2M0.6%CoreVery LowMelbourne, FL2026-10-21
Sigma Planning Corp
15,500$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cooper Financial Group
15,464$1.1M0.1%GrowthMediumIrvine, CA2026-10-07
Stonehaven Wealth & TAX Solutions, LLC
15,378$1.1M1.1%ETFLowAppleton, WI2026-10-22
Tsfg, LLC
15,374$1.1K0.0%ETFLowLake Forest, IL2026-10-23
M.E. Allison & Co., Inc.
15,120$1.1M0.6%CoreLowSan Antonio, TX2026-10-09
Boyum Wealth Architects LLC
14,994$1.1M0.5%ETFLowBloomington, MN2026-10-06
Redhawk Wealth Advisors, Inc.
14,647$1.1M0.1%ETFHighMinneapolis, MN2026-10-14
Archer Investment Management, LLC
14,616$1.1M0.3%ETFHighAustin, TX2026-10-13
Emprise Bank
13,839$1.0M0.4%ETFVery LowWichita, KS2026-10-07
ProCore Advisors, LLC
13,778$1.0M1.2%GARPLowNewport Beach, CA2026-10-14
Silver Grove Financial Group, Inc.
13,405$989.3K0.5%CoreMediumOrchard Park, NY2026-11-05
Hamilton Capital, LLC
13,352$985.4K0.1%ETFVery LowColumbus, OH2026-10-08
StoneX Group Inc.
13,263$978.8K0.0%ETFMediumNew York, NY2026-11-03
High Net Worth Advisory Group LLC
12,495$922.2K0.2%ETFVery LowNaples, FL2026-10-26
Elm3 Financial Group, LLC
12,101$893.1K0.6%GrowthMediumAlpharetta, GA2026-10-07
Flagship Harbor Advisors, LLC
12,076$891.2K0.0%ETFMediumBoston, MA2026-10-26
Penney Financial, LLC
11,343$837.1K0.2%ETFMediumHouston, TX2026-10-20
Nottingham Advisors, Inc.
11,301$840.2K0.1%ETFLowAmherst, NY2026-10-29
BXM Wealth LLC
11,105$819.5K0.4%GrowthLowEnglewood, CO2026-11-03
Herold Advisors, Inc.
10,931$806.7K0.2%CoreLowNew York, NY2026-10-19
Andina Capital Management, LLC
10,501$775.0K1.1%ETFMediumLogan, UT2026-10-21
Patten Group, Inc.
10,283$758.9K0.1%CoreLowChattanooga, TN2026-10-26
Titleist Asset Management, LLC
10,075$743.6K0.0%ETFLowSan Antonio, TX2026-10-08
Ehrlich Financial Group
9,489$700.3K0.4%ETFHighLaguna Niguel, CA2026-10-20
Third View Private Wealth, LLC
9,048$667.7K0.1%GrowthLowWestport, CT2026-10-30
Financial Network Wealth Advisors LLC
8,815$650.6K0.6%ETFLowMurray, UT2026-10-28
Norden Group LLC
8,491$626.6K0.0%GrowthMediumProvo, UT2026-10-20
Jamison Private Wealth Management, Inc.
8,383$618.6K0.1%GrowthVery LowMilton, GA2026-10-14
Wilkerson Advisory Group LLC
8,216$606.4K0.2%ETFMediumColumbia, MO2026-10-20
Concord Wealth Partners
8,145$601.1K0.1%GrowthLowAbingdon, VA2026-11-02
Horizon Wealth Management, LLC
7,901$583.1K0.1%ETFVery HighLa Grange, IL2026-11-02
Legacy Wealth Partners, LLC
7,893$582.5K0.1%ETFHighLakewood, CO2026-10-15
CGC Financial Services, LLC
7,879$581.5K0.1%ETFLowLake Oswego, OR2026-10-13
First Citizens Bank & Trust Co
7,841$578.7K0.0%CoreMediumRaleigh, NC2026-10-14
Acorn Wealth Advisors, LLC
7,690$567.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Capital Advisors Wealth Management, LLC
7,623$562.6K0.1%ETFLowYakima, WA2026-10-09
Base Wealth Management LLC
7,570$558.7K0.2%ETFMediumLakewood Ranch, FL2026-10-21
Annex Advisory Services, LLC
7,394$545.7K0.0%GrowthHighBrookfield, WI2026-10-16
Winthrop Advisory Group LLC
7,012$517.5K0.0%ETFVery LowBoston, MA2026-10-22
Concord Asset Management, LLC
6,907$509.7K0.1%GrowthLowAbingdon, VA2026-11-02
Sagespring Wealth Partners, LLC
6,622$488.7K0.0%ETFLowFranklin, TN2026-10-22
Albion Financial Group
6,540$482.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Citigroup Inc
6,361$469.4K0.0%CoreMediumNew York, NY2026-11-04
Apollon Wealth Management, LLC
6,345$468.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Teamwork Financial Advisors, LLC
6,282$463.6K0.1%GrowthHighSan Antonio, TX2026-10-19
Lockerman Financial Group, Inc.
6,056$447.0K0.6%ETFMediumNewport Beach, CA2026-10-19
MBL Wealth, LLC
6,000$442.8K0.0%ETFLowCharlotte, NC2026-10-22
Idaho Trust Co
5,957$439.5K0.1%ETFLowBoise, ID2026-11-04
Axxcess Wealth Management, LLC
5,900$435.5K0.0%CoreLowCarlsbad, CA2026-10-21
SAX Wealth Advisors, LLC
5,751$424.4K0.0%ETFVery LowParsippany, NJ2026-10-13
McKinley Carter Wealth Services, Inc.
5,500$405.9K0.0%ETFMediumWheeling, WV2026-10-16
Retireful, LLC
5,474$404.0K0.3%GrowthVery HighHaslett, MI2026-10-09
Reicon Wealth Advisors, LLC
5,470$403.7K0.2%ETFLowAtlanta, GA2026-11-04
Flagship Wealth Advisors, LLC
5,299$391.1K0.1%ETFLowWakefield, MA2026-11-03
Global Assets Advisory, LLC
5,243$393.5K0.1%GrowthHighOrlando, FL2026-10-28
B. Riley Wealth Advisors, Inc.
5,175$381.9K0.0%GrowthLowMemphis, TN2026-10-13
Sharkey, Howes & Javer
5,170$381.5K0.0%ETFMediumDenver, CO2026-10-22
Midwest Trust Co
4,965$366.4K0.0%CoreLowOverland Park, KS2026-10-22
WBH Advisory Inc
4,961$366.1K0.0%ETFLowBaltimore, MD2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
4,898$361.5K0.0%ETFMediumWoodbury, MN2026-10-13
Merited Wealth, LLC
4,869$359.3K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Financial Partners Group, Inc
4,857$358.5K0.0%ETFLowOverland Park, KS2026-10-19
MN Wealth Advisors, LLC
4,709$347.6K0.1%ETFMediumOverland Park, KS2026-10-23
Investment Planning Advisors, Inc.
4,530$334.3K0.1%ETFMediumCumming, GA2026-10-14
HB Wealth Management, LLC
4,529$334.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Walkner Condon Financial Advisors LLC
4,512$333.0K0.0%ETFLowVerona, WI2026-11-02
Old Second National Bank of Aurora
4,452$328.6K0.1%CoreLowAurora, IL2026-10-22
Morey & Quinn Wealth Partners, LLC
4,314$318.4K0.2%CoreVery LowOmaha, NE2026-10-28
Daymark Wealth Partners, LLC
4,271$315.2K0.0%CoreLowCincinnati, OH2026-11-04
Elevation Wealth Management LLC
4,213$310.9K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Signal Advisors Wealth, LLC
4,174$308.1K0.0%ETFLowDetroit, MI2026-10-13
MGO One Seven LLC
4,173$308.0K0.0%GrowthLowBeachwood, OH2026-10-28
Westover Capital Advisors, LLC
4,166$307.5K0.0%MomentumLowWilmington, DE2026-10-26
Lanark Financial, Inc.
4,145$305.9K0.0%CoreMediumBirmingham, AL2026-10-26
Assetmark, Inc
4,077$300.9K0.0%ETFLowConcord, CA2026-10-21
Skyline Advisors, Inc.
4,071$300.4K0.1%ETFMediumBellingham, WA2026-11-03
SeaCrest Wealth Management, LLC
3,938$290.6K0.0%GrowthLowPurchase, NY2026-10-21
Capital Asset Advisory Services LLC
3,732$284.2K0.0%ETFLowWilliamston, MI2026-10-30
Portfolio Resources Advisor Group, Inc.
3,633$268.1K0.2%ETFMediumCoral Gables, FL2026-10-20
Balefire, LLC
3,537$261.0K0.0%ETFMediumDallas, TX2026-10-09
Northwest Financial Advisors
3,518$259.6K0.0%ETFLowHerndon, VA2026-10-27
Ashton Thomas Private Wealth, LLC
3,478$256.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Sowell Financial Services LLC
3,466$255.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Silverlake Wealth Management LLC
3,436$253.6K0.0%ETFLowWilliston, VT2026-10-21
Alliance Wealth Advisors, LLC
3,375$249.1K0.0%ETFHighCenterville, UT2026-10-28
Choreo, LLC
3,361$248.0K0.0%IndexLowRockford, IL2026-10-28
Saxony Capital Management, LLC
3,350$247.2K0.1%ETFMediumSt. Louis, MO2026-10-15
Robertson Stephens Wealth Management, LLC
3,256$240.3K0.0%ETFMediumSan Francisco, CA2026-10-16
GFS Advisors, LLC
3,215$237.0K0.0%CoreLowHouston, TX2026-11-03
Uptick Partners, LLC
3,065$226.2K0.0%ETFLowNacogdoches, TX2026-11-04
Davenport & Co LLC
3,029$223.5K0.0%CoreMediumRichmond, VA2026-10-14
Fidelity D & D Bancorp Inc
2,955$218.1K0.1%ETFVery LowScranton, PA2026-11-05
Sterling Group Wealth Management, LLC
2,948$217.6K0.1%ETFLowPasadena, CA2026-11-03
MBE Wealth Management, LLC
2,897$213.8K0.1%ETFVery LowTomah, WI2026-10-26
Creative Financial Designs Inc
2,860$211.1K0.0%ETFMediumKokomo, IN2026-11-04
Jones Kertz & Associates, Inc.
2,829$208.8K0.1%GrowthLowBlaine, MN2026-10-28
Lantern Wealth Advisors, LLC
2,769$204.4K0.1%GrowthLowMelville, NY2026-10-22
Capital Advisors, Ltd. LLC
2,341$1730.0%ETFLowShaker Heights, OH2026-10-27
Harbor Asset Planning, Inc.
2,275$167.9K0.1%ETFVery LowBelmont, MA2026-10-23
GoalVest Advisory LLC
2,063$152.2K0.0%ETFMediumNew York, NY2026-10-02
KFG LLC
1,595$117.7K0.1%ETFN/ARapid City, SD2026-11-02
Register Financial Advisors LLC
1,252$92.4K0.0%GARPLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
1,152$85.0K0.0%CoreMediumBirmingham, AL2026-11-04
Triumph Capital Management
1,068$78.8K0.0%ETFMediumDenver, CO2026-10-14
CoreCap Advisors, LLC
1,047$77.3K0.0%ETFMediumSouthfield, MI2026-10-08
Abound Wealth Management
964$71.1K0.0%ETFVery LowFranklin, TN2026-10-26
Asset Dedication, LLC
940$69.4K0.0%ETFLowSan Francisco, CA2026-11-03
Dhjj Financial Advisors, Ltd.
904$66.7K0.0%ETFVery LowNaperville, IL2026-10-23
Cardinal Strategic Wealth Guidance
883$65.2K0.0%ETFMediumLouisville, KY2026-11-02
Arlington Trust Co LLC
839$61.9K0.0%ETFMediumBirmingham, AL2026-10-20
Root Financial Partners, LLC
807$59.6K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
557$41.1K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Bancorp, Inc.
547$40.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Wagner Wealth Management, LLC
515$38.0K0.0%ETFLowGreenville, SC2026-10-21
Plante Moran Financial Advisors, LLC
478$35.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Fortitude Family Office, LLC
396$29.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Roxbury Financial LLC
320$23.7K0.0%CoreVery LowMount Arlington, NJ2026-10-01
RMG Wealth Management LLC
303$23.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Bokf, NA
298$22.0K0.0%CoreLowTulsa, OK2026-10-27
Financial Management Professionals, Inc.
259$19.1K0.0%ETFMediumAustin, TX2026-10-23
Bfsg, LLC
240$17.7K0.0%CoreLowIrvine, CA2026-10-30
Cherry Tree Wealth Management, LLC
239$17.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
City State Bank
215$15.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Central Pacific Bank - Trust Division
214$15.8K0.0%CoreMediumHonolulu, HI2026-10-06
Key FInancial Inc
200$14.8K0.0%ETFLowWest Chester, PA2026-11-02
Planning Strategies Inc.
181$13.4K0.0%ETFN/ALancaster, PA2026-10-02
Archer Investment Corp
130$9.6K0.0%CoreMediumCarmel, IN2026-11-05
TD Waterhouse Canada Inc.
100$7.4K0.0%CoreLowToronto, Australia2026-10-16
Ashton Thomas Securities, LLC
83$6.1K0.0%ETFMediumRochester, NY2026-10-26
Transce3nd, LLC
72$5.5K0.0%GrowthLowBuda, TX2026-10-26
Capital Investment Advisory Services, LLC
70$5.2K0.0%CoreMediumRaleigh, NC2026-10-30
Latitude Advisors, LLC
66$4.8K0.0%ETFLowYorkville, IL2026-10-27
Brown, Lisle Ings, Inc.
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Dorato Capital Management
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Buck Wealth Strategies, LLC
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GK Wealth Management LLC
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Trust Co
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GHP Investment Advisors, Inc.
2$1520.0%CoreVery LowDenver, CO2026-10-15
DecisionPoint Financial, LLC
2$1490.0%ETFVery LowMesa, AZ2026-10-27
Downshift Financial, LLC
1$740.0%ETFLowBoulder, CO2026-10-13
Illumine Investment Management, LLC
0$1.6M1.1%Agg GrowthVery LowPoulsbo, WA2026-10-22