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JPMorgan Active Growth ETF (JGRO)

CUSIP: 46654Q609 | NYSE | 511 institutional holders

Quarters

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

Northwest Financial Advisors1,001,949
13.0% of portfolio›$96.8M
Commonwealth Equity Services, LLC992,097
0.1% of portfolio›$95.8M
Goldstein Advisors, LLC722,475
6.2% of portfolio›$69.8M
AlphaCore Capital LLC703,990
1.1% of portfolio›$68.0M
Avior Wealth Management, LLC702,205
1.8% of portfolio›$67.8M
Wealth Enhancement Advisory Services, LLC638,784
0.1% of portfolio›$57.6M
Provenance Wealth Advisors, LLC606,086
3.5% of portfolio›$58.5M
GGM Financial LLC592,848
18.4% of portfolio›$57.3M
Steph & Co556,645
13.7% of portfolio›$53.8M
Trust Co519,419
4.4% of portfolio›$50.2M
Berman McAleer LLC470,891
5.3% of portfolio›$45.5M
Bank of New York Mellon Corp437,911
0.0% of portfolio›$42.3M
Daymark Wealth Partners, LLC371,240
0.8% of portfolio›$35.9M
Frontier Asset Management, LLC369,026
6.7% of portfolio›$35.6M
Cambridge Investment Research Advisors, Inc.317,932
0.0% of portfolio›$30.7K
Advantage Trust Co289,273
9.8% of portfolio›$27.9M
WealthPlan Investment Management, LLC278,301
1.3% of portfolio›$26.9M
Kestra Advisory Services, LLC277,206
0.1% of portfolio›$26.8M
Orrstown Financial Services Inc253,449
3.7% of portfolio›$24.5M
Aprio Wealth Management, LLC249,283
1.1% of portfolio›$24.1M
Crumly & Associates Inc.236,292
4.0% of portfolio›$22.8M
Arlington Financial Advisors, LLC221,797
2.7% of portfolio›$21.4M
Sprinkle Financial Consultants LLC218,397
8.2% of portfolio›$21.1M
Wagner Wealth Management, LLC210,926
3.6% of portfolio›$20.4M
Correct Capital Wealth Management185,743
3.0% of portfolio›$17.9M
D.A. Davidson & Co.175,196
0.1% of portfolio›$16.9M
MLG Wealth Management DBA Pine Grove Financial Group133,780
1.3% of portfolio›$12.9M
Venture Visionary Partners LLC120,754
0.3% of portfolio›$11.7M
Farther Finance Advisors, LLC116,390
0.1% of portfolio›$11.2M
LexAurum Advisors, LLC114,671
1.2% of portfolio›$11.1M
Penobscot Wealth Management111,229
2.8% of portfolio›$10.7M
Copper Harbor Investment Advisors, LLC111,177
2.2% of portfolio›$10.7M
Greenbush Financial Group, LLC110,026
3.1% of portfolio›$10.6M
Strategic Blueprint, LLC109,326
0.5% of portfolio›$10.6M
Beaumont Financial Advisors, LLC100,407
0.6% of portfolio›$9.7M
Advisory Solutions Group, LLC98,068
2.0% of portfolio›$9.5M
MN Wealth Advisors, LLC94,934
3.7% of portfolio›$9.2M
Exchange Traded Concepts, LLC94,778
0.0% of portfolio›$9.2M
Davenport & Co LLC92,824
0.0% of portfolio›$9.0M
Guided Capital Wealth Management, LLC86,394
4.8% of portfolio›$8.3M
Selby Wealth Management, LLC78,399
2.7% of portfolio›$7.6M
Sagespring Wealth Partners, LLC73,420
0.1% of portfolio›$7.1M
Merited Wealth, LLC72,892
4.9% of portfolio›$7.0M
Nova Financial LLC72,349
2.9% of portfolio›$7.0M
Visionary Wealth Advisors69,558
0.3% of portfolio›$6.7M
Perigon Wealth Management, LLC69,495
0.1% of portfolio›$6.7M
Apollon Wealth Management, LLC65,647
0.1% of portfolio›$6.3M
MGO One Seven LLC58,958
0.1% of portfolio›$5.7M
Echo Wealth Management, LLC58,913
2.8% of portfolio›$5.7M
Quantum Financial Partners LLC57,979
2.9% of portfolio›$5.6M
Formidable Asset Management, LLC53,881
0.8% of portfolio›$5.3M
IFP Advisors, Inc52,391
0.1% of portfolio›$5.1M
Signature Estate & Investment Advisors LLC51,935
0.1% of portfolio›$5.0M
Triad Wealth Partners, LLC51,775
0.3% of portfolio›$5.0M
WealthPLAN Partners, LLC49,736
0.9% of portfolio›$4.8M
Centerpoint Advisory Group49,017
2.9% of portfolio›$4.7M
Broadway Wealth Solutions, Inc.47,614
2.1% of portfolio›$4.6M
NorthCrest Asset Manangement, LLC47,587
0.1% of portfolio›$4.6M
Purus Wealth Management, LLC44,351
1.2% of portfolio›$4.3M
Patriot Financial Group Insurance Agency, LLC44,252
0.4% of portfolio›$4.3M
Ascent Group, LLC41,591
0.1% of portfolio›$4.0M
Golden State Wealth Management, LLC41,331
0.4% of portfolio›$4.0M
Cornerstone Wealth Management, LLC39,713
0.2% of portfolio›$3.8M
Comprehensive Financial Planning, Inc.38,342
2.0% of portfolio›$3.7M
Morey & Quinn Wealth Partners, LLC36,857
2.3% of portfolio›$3.6M
Prospera Financial Services Inc35,599
0.0% of portfolio›$3.2M
Private Wealth Partners, LLC32,860
0.2% of portfolio›$3.2M
Cordgrass Capital Advisors, LLC31,606
1.1% of portfolio›$3.1M
Vima LLC31,401
3.1% of portfolio›$3.0M
Ascentis Independent Advisors29,567
0.2% of portfolio›$2.9M
rebel Financial LLC27,040
1.1% of portfolio›$2.6M
Bill Few Associates, Inc.27,002
0.5% of portfolio›$2.6M
Nixon Peabody Trust Co26,808
0.2% of portfolio›$2.6M
HB Wealth Management, LLC26,224
0.0% of portfolio›$2.5M
Keystone Wealth Services, LLC26,111
0.5% of portfolio›$2.5M
Flagship Harbor Advisors, LLC25,556
0.1% of portfolio›$2.5M
B. Riley Wealth Advisors, Inc.24,669
0.1% of portfolio›$2.4M
Ashton Thomas Private Wealth, LLC24,664
0.0% of portfolio›$2.4M
Northwest Wealth Advisors, LLC23,484
1.1% of portfolio›$2.3M
Semus Wealth Partners LLC22,401
1.0% of portfolio›$2.2M
Cliftonlarsonallen Wealth Advisors, LLC22,252
0.0% of portfolio›$2.1M
Schneider Downs Wealth Management Advisors, LP21,901
0.2% of portfolio›$2.1M
Econ Financial Services Corp21,769
0.9% of portfolio›$2.1M
Fermata Advisors, LLC21,756
0.4% of portfolio›$2.1M
Kennedy Investment Group, Inc.21,633
0.7% of portfolio›$2.1M
Elevation Wealth Management LLC21,464
1.4% of portfolio›$2.1M
Cambridge Advisors Inc.21,143
0.4% of portfolio›$2.0M
Heritage Wealth Management, Inc.20,365
0.5% of portfolio›$2.0M
Victory Financial Group, LLC20,070
0.2% of portfolio›$1.9M
Hazlett, Burt & Watson, Inc.19,109
0.6% of portfolio›$972.9K
Truist Financial Corp18,704
0.0% of portfolio›$1.8M
Vaquero Private Wealth, LTD18,615
0.4% of portfolio›$1.8M
Foundry Financial Group, Inc.18,349
0.7% of portfolio›$1.8M
Boyum Wealth Architects LLC17,875
0.7% of portfolio›$1.7M
Carnegie Investment Counsel16,153
0.0% of portfolio›$1.6M
Unique Wealth, LLC16,005
0.2% of portfolio›$1.5M
Clear Creek Financial Management, LLC15,363
0.1% of portfolio›$1.5M
Ignite Planners, LLC15,239
0.2% of portfolio›$1.5M
USAdvisors Wealth Management, LLC15,138
0.0% of portfolio›$1.5K
Kestra Private Wealth Services, LLC14,171
0.0% of portfolio›$1.4M
YHB Investment Advisors, Inc.13,812
0.1% of portfolio›$1.3M
3Chopt Investment Partners, LLC12,869
0.2% of portfolio›$1.2M
Creative Planning12,147
0.0% of portfolio›$1.2M
Lake Street Private Wealth, LLC11,606
0.1% of portfolio›$1.1M
Sutton Place Investors LLC11,600
0.5% of portfolio›$1.1M
WBH Advisory Inc11,434
0.1% of portfolio›$1.1M
KPP Advisory Services LLC11,230
0.2% of portfolio›$1.1M
Sovran Advisors, LLC11,162
0.1% of portfolio›$1.0M
Financial Partners Group, Inc11,154
0.1% of portfolio›$1.1M
MassMutual Private Wealth & Trust, FSB10,479
0.0% of portfolio›$1.0M
RFG Advisory, LLC10,334
0.0% of portfolio›$998.1K
Concurrent Investment Advisors, LLC10,014
0.0% of portfolio›$967.1K
Oppenheimer & Co Inc9,739
0.0% of portfolio›$940.6K
High Net Worth Advisory Group LLC9,523
0.2% of portfolio›$919.7K
Fagan Associates, Inc.9,391
0.1% of portfolio›$907.0K
Cobblestone Asset Management LLC9,257
0.4% of portfolio›$894.0K
Bright Futures Wealth Management, Llc.9,257
0.6% of portfolio›$894.0K
SFG Wealth Management, Llc.8,865
0.3% of portfolio›$856.1K
John W. Brooker & Co., CPAs8,853
1.0% of portfolio›$855.0K
Procyon Advisors, LLC8,530
0.0% of portfolio›$823.8K
Confluence Wealth Services, Inc.8,414
0.0% of portfolio›$812.6K
Wedbush Securities Inc8,154
0.0% of portfolio›$788
Vise Technologies, Inc.7,977
0.0% of portfolio›$770.4K
Krilogy Financial LLC6,806
0.0% of portfolio›$664.1K
Creative Financial Designs Inc6,759
0.0% of portfolio›$652.8K
Platform Technology Partners6,500
0.1% of portfolio›$627.8K
Intrua Financial, LLC6,073
0.1% of portfolio›$586.5K
Lido Advisors, LLC6,000
0.0% of portfolio›$579.5K
Independent Financial Group, LLC5,985
0.0% of portfolio›$578.0K
BIP Wealth, LLC5,841
0.0% of portfolio›$564.1K
First Premier Bank5,543
0.0% of portfolio›$535
Cooper Financial Group5,460
0.0% of portfolio›$527.3K
AdvisorNet Financial, Inc5,454
0.0% of portfolio›$520.4K
Asset One Wealth Management LLC5,435
0.0% of portfolio›$525.0K
Wealthcare Advisory Partners LLC5,335
0.0% of portfolio›$515.3K
Opal Wealth Advisors, LLC5,310
0.1% of portfolio›$512.8K
Atticus Wealth Management, LLC5,235
0.1% of portfolio›$505.6K
Worth Financial Advisory Group, LLC5,046
0.2% of portfolio›$487.3K
Harbor Investment Advisory, LLC4,947
0.0% of portfolio›$477.8K
Private Trust Co NA4,904
0.0% of portfolio›$473.6K
Kuhn & Co Investment Counsel4,433
0.2% of portfolio›$428.1K
VestGen Advisors, LLC4,301
0.0% of portfolio›$415.4K
Dynamic Advisor Solutions LLC4,295
0.0% of portfolio›$414.8K
Firethorn Wealth Partners, LLC4,254
0.1% of portfolio›$410.8K
ADG Wealth Management Group, LLC3,969
0.2% of portfolio›$383.4K
Arwa LLC3,921
0.1% of portfolio›$382.1K
Retirement Planning Group, LLC3,694
0.0% of portfolio›$356.8K
International Assets Investment Management, LLC3,618
0.0% of portfolio›$349.8K
Nautilus Advisors LLC3,587
0.2% of portfolio›$346.5K
HUB Investment Partners, LLC3,555
0.0% of portfolio›$343.3K
Westside Investment Management, Inc.3,517
0.0% of portfolio›$343.6K
MBL Wealth, LLC3,493
0.0% of portfolio›$337.4K
Thurston, Springer, Miller, Herd & Titak, Inc.3,443
0.5% of portfolio›$332.5K
Emergent Wealth Advisors, LLC3,405
0.2% of portfolio›$328.9K
Oak Barrel Wealth Advisory LLC3,272
0.1% of portfolio›$316.0K
Simplicity Wealth,LLC3,236
0.0% of portfolio›$312.5K
Capital Management Associates, Inc3,197
0.1% of portfolio›$308.8K
Luts & Greenleigh Group, Inc.3,066
0.2% of portfolio›$296.1K
Aegis Wealth Management, Inc.3,014
0.2% of portfolio›$291.1K
Park Avenue Securities LLC2,931
0.0% of portfolio›$283
Saxon Interests, Inc.2,917
0.1% of portfolio›$281.7K
Plan Group Financial, LLC2,887
0.1% of portfolio›$271.1K
Essential Investment Partners LLC2,861
0.2% of portfolio›$276.3K
Y-Intercept (Hong Kong) Ltd2,633
0.0% of portfolio›$254.3K
MBA Advisors LLC2,625
0.1% of portfolio›$253.5K
Kelly Financial Services LLC2,488
0.1% of portfolio›$240.3K
Gill Capital Partners, LLC2,353
0.1% of portfolio›$227.3K
Winebrenner Capital Management LLC2,299
0.1% of portfolio›$222.0K
SeaCrest Wealth Management, LLC2,243
0.0% of portfolio›$216.6K
Roof Eidam Maycock Peralta, LLC2,110
0.0% of portfolio›$203.8K
Assetmark, Inc1,856
0.0% of portfolio›$179.3K
Root Financial Partners, LLC1,743
0.0% of portfolio›$168.3K
Parallel Advisors, LLC1,300
0.0% of portfolio›$125.6K
Silver Grove Financial Group, Inc.939
0.0% of portfolio›$90.7K
CoreCap Advisors, LLC914
0.0% of portfolio›$88.3K
Country Trust Bank778
0.0% of portfolio›$75.1K
Godsey & Gibb, Inc700
0.0% of portfolio›$67.6K
Register Financial Advisors LLC684
0.0% of portfolio›$66.1K
Key Capital Management, Inc631
0.0% of portfolio›$60.9K
Acumen Wealth Advisors, LLC619
0.0% of portfolio›$59.8K
Allspring Global Investments Holdings, LLC606
0.0% of portfolio›$59.3K
Portfolio Resources Advisor Group, Inc.563
0.0% of portfolio›$54.4K
TD Waterhouse Canada Inc.486
0.0% of portfolio›$47.0K
Capital Investment Advisory Services, LLC428
0.0% of portfolio›$41.3K
Rossby Financial, LCC426
0.0% of portfolio›$41.1K
GK Wealth Management LLC325
0.0% of portfolio›$31.4K
Financial Consulate, Inc310
0.0% of portfolio›$29.9K
Hilton Head Capital Partners, LLC300
0.0% of portfolio›$29.0K
Gamma Investing LLC295
0.0% of portfolio›$28.5K
Horizon Financial Services, LLC294
0.0% of portfolio›$28.4K
Pflug Koory, LLC271
0.0% of portfolio›$26.2K
EverSource Wealth Advisors, LLC268
0.0% of portfolio›$25.9K
Spire Wealth Management243
0.0% of portfolio›$23.5K
Latitude Advisors, LLC230
0.0% of portfolio›$22.2K
Farmers & Merchants Trust Co of Chambersburg PA225
0.0% of portfolio›$22
CX Institutional187
0.0% of portfolio›$18
City State Bank150
0.0% of portfolio›$14.5K
SJS Investment Consulting Inc.120
0.0% of portfolio›$11.6K
Bare Financial Services, Inc118
0.0% of portfolio›$11.4K
Lanark Financial, Inc.95
0.0% of portfolio›$9.2K
Rosenberg Matthew Hamilton60
0.0% of portfolio›$5.8K
Brown, Lisle Ings, Inc.59
0.0% of portfolio›$5.7K
McCarley & Cook Financial Planners39
0.0% of portfolio›$3.8K
Dhjj Financial Advisors, Ltd.38
0.0% of portfolio›$3.7K
SBI Securities Co., Ltd.23
0.0% of portfolio›$2.2K
Mcdonald Partners LLC17
0.0% of portfolio›$1.6K
Nvwm, LLC15
0.0% of portfolio›$1.4K
Barrett & Company, Inc.8
0.0% of portfolio›$774
StyleTurnoverLocationFiled
Northwest Financial Advisors
1,001,949$96.8M13.0%ETFLowHerndon, VA2026-10-27
Commonwealth Equity Services, LLC
992,097$95.8M0.1%ETFLowWaltham, MA2026-11-02
Goldstein Advisors, LLC
722,475$69.8M6.2%ETFMediumMadison, WI2026-10-15
AlphaCore Capital LLC
703,990$68.0M1.1%ETFLowLa Jolla, CA2026-11-04
Avior Wealth Management, LLC
702,205$67.8M1.8%ETFMediumOmaha, NE2026-10-13
Wealth Enhancement Advisory Services, LLC
638,784$57.6M0.1%CoreLowPlymouth, MN2026-10-13
Provenance Wealth Advisors, LLC
606,086$58.5M3.5%ETFLowFort Lauderdale, FL2026-10-30
GGM Financial LLC
592,848$57.3M18.4%ETFMediumColumbus, OH2026-11-05
Steph & Co
556,645$53.8M13.7%ETFLowMarinette, WI2026-10-07
Trust Co
519,419$50.2M4.4%ETFVery LowManhattan, KS2026-10-09
Berman McAleer LLC
470,891$45.5M5.3%ETFVery LowTimonium, MD2026-10-16
Bank of New York Mellon Corp
437,911$42.3M0.0%CoreLowNew York, NY2026-11-05
Daymark Wealth Partners, LLC
371,240$35.9M0.8%CoreLowCincinnati, OH2026-11-04
Frontier Asset Management, LLC
369,026$35.6M6.7%ETFLowSheridan, WY2026-10-28
Cambridge Investment Research Advisors, Inc.
317,932$30.7K0.0%ETFLowFairfield, IA2026-11-02
Advantage Trust Co
289,273$27.9M9.8%ETFVery LowSalina, KS2026-10-19
WealthPlan Investment Management, LLC
278,301$26.9M1.3%GrowthMediumOmaha, NE2026-10-15
Kestra Advisory Services, LLC
277,206$26.8M0.1%CoreLowAustin, TX2026-11-02
Orrstown Financial Services Inc
253,449$24.5M3.7%ETFLowHarrisburg, PA2026-10-14
Aprio Wealth Management, LLC
249,283$24.1M1.1%ETFMediumAtlanta, GA2026-10-28
Crumly & Associates Inc.
236,292$22.8M4.0%ETFMediumSpringfield, IL2026-10-07
Arlington Financial Advisors, LLC
221,797$21.4M2.7%ETFMediumSanta Barbara, CA2026-10-19
Sprinkle Financial Consultants LLC
218,397$21.1M8.2%ETFLowLittleton, CO2026-10-09
Wagner Wealth Management, LLC
210,926$20.4M3.6%ETFLowGreenville, SC2026-10-21
Correct Capital Wealth Management
185,743$17.9M3.0%ETFMediumClayton, MO2026-11-02
D.A. Davidson & Co.
175,196$16.9M0.1%CoreLowGreat Falls, MT2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
133,780$12.9M1.3%ETFMediumWoodbury, MN2026-10-13
Venture Visionary Partners LLC
120,754$11.7M0.3%CoreLowSylvania, OH2026-10-07
Farther Finance Advisors, LLC
116,390$11.2M0.1%IndexLowSan Francisco, CA2026-10-08
LexAurum Advisors, LLC
114,671$11.1M1.2%ETFLowOverland Park, KS2026-10-19
Penobscot Wealth Management
111,229$10.7M2.8%ETFVery LowPortland, ME2026-10-21
Copper Harbor Investment Advisors, LLC
111,177$10.7M2.2%ETFN/AAppleton, WI2026-10-16
Greenbush Financial Group, LLC
110,026$10.6M3.1%ETFLowAlbany, NY2026-10-15
Strategic Blueprint, LLC
109,326$10.6M0.5%ETFLowAtlanta, GA2026-10-22
Beaumont Financial Advisors, LLC
100,407$9.7M0.6%GrowthMediumNeedham, MA2026-10-22
Advisory Solutions Group, LLC
98,068$9.5M2.0%ETFN/APlymouth, MN2026-10-14
MN Wealth Advisors, LLC
94,934$9.2M3.7%ETFMediumOverland Park, KS2026-10-23
Exchange Traded Concepts, LLC
94,778$9.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Davenport & Co LLC
92,824$9.0M0.0%CoreMediumRichmond, VA2026-10-14
Guided Capital Wealth Management, LLC
86,394$8.3M4.8%ETFMediumHouston, TX2026-10-21
Selby Wealth Management, LLC
78,399$7.6M2.7%ETFVery LowEmeryville, CA2026-10-16
Sagespring Wealth Partners, LLC
73,420$7.1M0.1%ETFLowFranklin, TN2026-10-22
Merited Wealth, LLC
72,892$7.0M4.9%ETFMediumNorth Bay Village, FL2026-10-13
Nova Financial LLC
72,349$7.0M2.9%N/AN/ATucson, AZ2026-11-04
Visionary Wealth Advisors
69,558$6.7M0.3%ETFLowO'Fallon, IL2026-11-04
Perigon Wealth Management, LLC
69,495$6.7M0.1%GrowthLowSan Francisco, CA2026-10-22
Apollon Wealth Management, LLC
65,647$6.3M0.1%GrowthLowMount Pleasant, SC2026-10-23
MGO One Seven LLC
58,958$5.7M0.1%GrowthLowBeachwood, OH2026-10-28
Echo Wealth Management, LLC
58,913$5.7M2.8%ETFLowPlymouth, MN2026-10-15
Quantum Financial Partners LLC
57,979$5.6M2.9%ETFN/AOverland Park, KS2026-10-19
Formidable Asset Management, LLC
53,881$5.3M0.8%CoreLowCincinnati, OH2026-11-03
IFP Advisors, Inc
52,391$5.1M0.1%GrowthLowTampa, FL2026-10-16
Signature Estate & Investment Advisors LLC
51,935$5.0M0.1%ETFMediumLos Angeles, CA2026-10-13
Triad Wealth Partners, LLC
51,775$5.0M0.3%ETFMediumLawrence, KS2026-10-26
WealthPLAN Partners, LLC
49,736$4.8M0.9%CoreMediumOmaha, NE2026-10-15
Centerpoint Advisory Group
49,017$4.7M2.9%ETFLowOverland Park, KS2026-10-23
Broadway Wealth Solutions, Inc.
47,614$4.6M2.1%ETFVery LowSan Antonio, TX2026-10-21
NorthCrest Asset Manangement, LLC
47,587$4.6M0.1%GrowthLowPlymouth, MN2026-10-13
Purus Wealth Management, LLC
44,351$4.3M1.2%Agg GrowthVery LowNewport Beach, CA2026-10-15
Patriot Financial Group Insurance Agency, LLC
44,252$4.3M0.4%GrowthLowWalpole, MA2026-10-14
Ascent Group, LLC
41,591$4.0M0.1%CoreLowVirginia Beach, VA2026-10-30
Golden State Wealth Management, LLC
41,331$4.0M0.4%ETFMediumSanta Ana, CA2026-11-02
Cornerstone Wealth Management, LLC
39,713$3.8M0.2%ETFVery LowSt. Peters, MO2026-11-04
Comprehensive Financial Planning, Inc.
38,342$3.7M2.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Morey & Quinn Wealth Partners, LLC
36,857$3.6M2.3%CoreVery LowOmaha, NE2026-10-28
Prospera Financial Services Inc
35,599$3.2M0.0%CoreMediumDallas, TX2026-11-04
Private Wealth Partners, LLC
32,860$3.2M0.2%GrowthLowMill Valley, CA2026-10-22
Cordgrass Capital Advisors, LLC
31,606$3.1M1.1%CoreLowRaleigh, NC2026-10-30
Vima LLC
31,401$3.0M3.1%CoreLowTroy, MI2026-10-23
Ascentis Independent Advisors
29,567$2.9M0.2%ETFLowDallas, TX2026-11-03
rebel Financial LLC
27,040$2.6M1.1%N/AVery LowGroveport, OH2026-11-04
Bill Few Associates, Inc.
27,002$2.6M0.5%CoreVery LowSewickley, PA2026-10-09
Nixon Peabody Trust Co
26,808$2.6M0.2%GrowthLowBoston, MA2026-10-23
HB Wealth Management, LLC
26,224$2.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Keystone Wealth Services, LLC
26,111$2.5M0.5%ETFHighPalm Desert, CA2026-11-03
Flagship Harbor Advisors, LLC
25,556$2.5M0.1%ETFMediumBoston, MA2026-10-26
B. Riley Wealth Advisors, Inc.
24,669$2.4M0.1%GrowthLowMemphis, TN2026-10-13
Ashton Thomas Private Wealth, LLC
24,664$2.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Northwest Wealth Advisors, LLC
23,484$2.3M1.1%ETFVery LowBellingham, WA2026-11-02
Semus Wealth Partners LLC
22,401$2.2M1.0%GrowthLowBoca Raton, FL2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
22,252$2.1M0.0%ETFLowMinneapolis, MN2026-10-14
Schneider Downs Wealth Management Advisors, LP
21,901$2.1M0.2%ETFVery LowPittsburgh, PA2026-10-27
Econ Financial Services Corp
21,769$2.1M0.9%YieldVery HighHarrisburg, PA2026-10-19
Fermata Advisors, LLC
21,756$2.1M0.4%ETFLowSonoma, CA2026-10-13
Kennedy Investment Group, Inc.
21,633$2.1M0.7%GrowthLowWest Deptford, NJ2026-10-21
Elevation Wealth Management LLC
21,464$2.1M1.4%Agg GrowthLowEden Prairie, MN2026-11-02
Cambridge Advisors Inc.
21,143$2.0M0.4%ETFVery LowOmaha, NE2026-10-19
Heritage Wealth Management, Inc.
20,365$2.0M0.5%CoreLowCincinnati, OH2026-10-28
Victory Financial Group, LLC
20,070$1.9M0.2%ETFLowAustin, TX2026-10-27
Hazlett, Burt & Watson, Inc.
19,109$972.9K0.6%CoreVery LowWheeling, WV2026-11-04
Truist Financial Corp
18,704$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Vaquero Private Wealth, LTD
18,615$1.8M0.4%ETFN/ADallas, TX2026-10-27
Foundry Financial Group, Inc.
18,349$1.8M0.7%ETFLowLaconia, NH2026-10-28
Boyum Wealth Architects LLC
17,875$1.7M0.7%ETFLowBloomington, MN2026-10-06
Carnegie Investment Counsel
16,153$1.6M0.0%CoreLowPepper Pike, OH2026-10-20
Unique Wealth, LLC
16,005$1.5M0.2%ETFMediumTampa, FL2026-10-16
Clear Creek Financial Management, LLC
15,363$1.5M0.1%ETFMediumSilverdale, WA2026-10-28
Ignite Planners, LLC
15,239$1.5M0.2%CoreLowSan Clemente, CA2026-10-14
USAdvisors Wealth Management, LLC
15,138$1.5K0.0%ETFLowEden Prairie, MN2026-10-21
Kestra Private Wealth Services, LLC
14,171$1.4M0.0%GrowthLowAustin, TX2026-10-30
YHB Investment Advisors, Inc.
13,812$1.3M0.1%GrowthLowWest Hartford, CT2026-10-08
3Chopt Investment Partners, LLC
12,869$1.2M0.2%CoreLowRichmond, VA2026-10-30
Creative Planning
12,147$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Lake Street Private Wealth, LLC
11,606$1.1M0.1%GrowthLowChicago, IL2026-10-22
Sutton Place Investors LLC
11,600$1.1M0.5%ETFLowArmonk, NY2026-10-20
WBH Advisory Inc
11,434$1.1M0.1%ETFLowBaltimore, MD2026-11-05
KPP Advisory Services LLC
11,230$1.1M0.2%GrowthMediumLouisville, KY2026-10-26
Sovran Advisors, LLC
11,162$1.0M0.1%ETFMediumSan Diego, CA2026-11-02
Financial Partners Group, Inc
11,154$1.1M0.1%ETFLowOverland Park, KS2026-10-19
MassMutual Private Wealth & Trust, FSB
10,479$1.0M0.0%CoreLowSpringfield, MA2026-10-05
RFG Advisory, LLC
10,334$998.1K0.0%ETFMediumBirmingham, AL2026-11-03
Concurrent Investment Advisors, LLC
10,014$967.1K0.0%GrowthMediumTampa, FL2026-10-16
Oppenheimer & Co Inc
9,739$940.6K0.0%CoreLowNew York, NY2026-10-26
High Net Worth Advisory Group LLC
9,523$919.7K0.2%ETFVery LowNaples, FL2026-10-26
Fagan Associates, Inc.
9,391$907.0K0.1%GrowthLowTroy, NY2026-10-13
Cobblestone Asset Management LLC
9,257$894.0K0.4%ETFMediumRichmond, VA2026-10-13
Bright Futures Wealth Management, Llc.
9,257$894.0K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
SFG Wealth Management, Llc.
8,865$856.1K0.3%ETFMediumTowson, MD2026-10-23
John W. Brooker & Co., CPAs
8,853$855.0K1.0%ETFMediumOakland, CA2026-10-21
Procyon Advisors, LLC
8,530$823.8K0.0%CoreVery LowShelton, CT2026-10-21
Confluence Wealth Services, Inc.
8,414$812.6K0.0%ETFVery LowMcmurray, PA2026-11-05
Wedbush Securities Inc
8,154$7880.0%CoreLowPasadena, CA2026-10-22
Vise Technologies, Inc.
7,977$770.4K0.0%IndexLowNew York, NY2026-10-29
Krilogy Financial LLC
6,806$664.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Creative Financial Designs Inc
6,759$652.8K0.0%ETFMediumKokomo, IN2026-11-04
Platform Technology Partners
6,500$627.8K0.1%CoreVery LowLocust Valley, NY2026-11-02
Intrua Financial, LLC
6,073$586.5K0.1%ETFMediumHouston, TX2026-10-28
Lido Advisors, LLC
6,000$579.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Independent Financial Group, LLC
5,985$578.0K0.0%GrowthLowSan Diego, CA2026-10-13
BIP Wealth, LLC
5,841$564.1K0.0%ETFMediumAtlanta, GA2026-10-22
First Premier Bank
5,543$5350.0%CoreVery LowSioux Falls, SD2026-10-13
Cooper Financial Group
5,460$527.3K0.0%GrowthMediumIrvine, CA2026-10-07
AdvisorNet Financial, Inc
5,454$520.4K0.0%ETFLowMinnetonka, MN2026-10-15
Asset One Wealth Management LLC
5,435$525.0K0.0%GrowthLowBellevue, WA2026-11-02
Wealthcare Advisory Partners LLC
5,335$515.3K0.0%ETFLowWest Chester, PA2026-10-21
Opal Wealth Advisors, LLC
5,310$512.8K0.1%ETFLowJericho, NY2026-10-16
Atticus Wealth Management, LLC
5,235$505.6K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Worth Financial Advisory Group, LLC
5,046$487.3K0.2%GrowthVery LowCharlotte, NC2026-10-19
Harbor Investment Advisory, LLC
4,947$477.8K0.0%GrowthLowLutherville, MD2026-10-13
Private Trust Co NA
4,904$473.6K0.0%CoreLowCleveland, OH2026-10-20
Kuhn & Co Investment Counsel
4,433$428.1K0.2%CoreLowChicago, IL2026-10-29
VestGen Advisors, LLC
4,301$415.4K0.0%GrowthMediumChicago, IL2026-10-27
Dynamic Advisor Solutions LLC
4,295$414.8K0.0%ETFLowPhoenix, AZ2026-10-13
Firethorn Wealth Partners, LLC
4,254$410.8K0.1%ETFLowAugusta, GA2026-10-14
ADG Wealth Management Group, LLC
3,969$383.4K0.2%ETFVery LowMetairie, LA2026-10-23
Arwa LLC
3,921$382.1K0.1%ETFMediumFort Worth, TX2026-10-21
Retirement Planning Group, LLC
3,694$356.8K0.0%ETFVery LowLeawood, KS2026-10-19
International Assets Investment Management, LLC
3,618$349.8K0.0%CoreVery HighOrlando, FL2026-11-02
Nautilus Advisors LLC
3,587$346.5K0.2%GrowthLowLa Jolla, CA2026-10-07
HUB Investment Partners, LLC
3,555$343.3K0.0%GrowthLowAustin, TX2026-11-03
Westside Investment Management, Inc.
3,517$343.6K0.0%GrowthLowSanta Monica, CA2026-11-02
MBL Wealth, LLC
3,493$337.4K0.0%ETFLowCharlotte, NC2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
3,443$332.5K0.5%GrowthMediumIndianapolis, IN2026-10-14
Emergent Wealth Advisors, LLC
3,405$328.9K0.2%ETFMediumWilliamsville, NY2026-10-09
Oak Barrel Wealth Advisory LLC
3,272$316.0K0.1%ETFN/AReston, VA2026-11-05
Simplicity Wealth,LLC
3,236$312.5K0.0%ETFLowSummit, NJ2026-10-23
Capital Management Associates, Inc
3,197$308.8K0.1%ETFLowMinneapolis, MN2026-10-20
Luts & Greenleigh Group, Inc.
3,066$296.1K0.2%CoreVery LowBethesda, MD2026-11-05
Aegis Wealth Management, Inc.
3,014$291.1K0.2%ETFMediumGuthrie Center, IA2026-10-26
Park Avenue Securities LLC
2,931$2830.0%ETFMediumNew York, NY2026-10-26
Saxon Interests, Inc.
2,917$281.7K0.1%ETFMediumHouston, TX2026-10-26
Plan Group Financial, LLC
2,887$271.1K0.1%ETFMediumOklahoma City, OK2026-10-22
Essential Investment Partners LLC
2,861$276.3K0.2%GrowthLowEnglewood, CO2026-10-27
Y-Intercept (Hong Kong) Ltd
2,633$254.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
MBA Advisors LLC
2,625$253.5K0.1%ETFLowHermitage, PA2026-10-29
Kelly Financial Services LLC
2,488$240.3K0.1%ETFMediumBraintree, MA2026-10-20
Gill Capital Partners, LLC
2,353$227.3K0.1%ETFLowDenver, CO2026-10-13
Winebrenner Capital Management LLC
2,299$222.0K0.1%ETFLowLouisville, KY2026-10-07
SeaCrest Wealth Management, LLC
2,243$216.6K0.0%GrowthLowPurchase, NY2026-10-21
Roof Eidam Maycock Peralta, LLC
2,110$203.8K0.0%ETFVery LowSan Francisco, CA2026-10-15
Assetmark, Inc
1,856$179.3K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
1,743$168.3K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
1,300$125.6K0.0%IndexLowSan Francisco, CA2026-11-03
Silver Grove Financial Group, Inc.
939$90.7K0.0%CoreMediumOrchard Park, NY2026-11-05
CoreCap Advisors, LLC
914$88.3K0.0%ETFMediumSouthfield, MI2026-10-08
Country Trust Bank
778$75.1K0.0%GrowthLowBloomington, IL2026-10-30
Godsey & Gibb, Inc
700$67.6K0.0%CoreLowRichmond, VA2026-10-14
Register Financial Advisors LLC
684$66.1K0.0%GARPLowAtlanta, GA2026-10-23
Key Capital Management, Inc
631$60.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Acumen Wealth Advisors, LLC
619$59.8K0.0%GrowthHighChattanooga, TN2026-11-05
Allspring Global Investments Holdings, LLC
606$59.3K0.0%CoreMediumCharlotte, NC2026-11-04
Portfolio Resources Advisor Group, Inc.
563$54.4K0.0%ETFMediumCoral Gables, FL2026-10-20
TD Waterhouse Canada Inc.
486$47.0K0.0%CoreLowToronto, Australia2026-10-16
Capital Investment Advisory Services, LLC
428$41.3K0.0%CoreMediumRaleigh, NC2026-10-30
Rossby Financial, LCC
426$41.1K0.0%ETFMediumMelbourne, FL2026-11-05
GK Wealth Management LLC
325$31.4K0.0%GARPVery HighReno, NV2026-10-09
Financial Consulate, Inc
310$29.9K0.0%ETFLowHunt Valley, MD2026-10-23
Hilton Head Capital Partners, LLC
300$29.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Gamma Investing LLC
295$28.5K0.0%IndexVery LowFoster City, CA2026-10-08
Horizon Financial Services, LLC
294$28.4K0.0%ETFLowWinston Salem, NC2026-11-04
Pflug Koory, LLC
271$26.2K0.0%CoreVery LowOmaha, NE2026-10-26
EverSource Wealth Advisors, LLC
268$25.9K0.0%CoreMediumBirmingham, AL2026-11-04
Spire Wealth Management
243$23.5K0.0%GrowthMediumMclean, VA2026-10-30
Latitude Advisors, LLC
230$22.2K0.0%ETFLowYorkville, IL2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
225$220.0%GARPLowChambersburg, PA2026-10-14
CX Institutional
187$180.0%CoreMediumAuburn, IN2026-10-02
City State Bank
150$14.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
SJS Investment Consulting Inc.
120$11.6K0.0%ETFVery LowSylvania, OH2026-10-26
Bare Financial Services, Inc
118$11.4K0.0%ETFVery LowGap, PA2026-11-04
Lanark Financial, Inc.
95$9.2K0.0%CoreMediumBirmingham, AL2026-10-26
Rosenberg Matthew Hamilton
60$5.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
Brown, Lisle Ings, Inc.
59$5.7K0.0%CoreVery LowProvidence, RI2026-10-16
McCarley & Cook Financial Planners
39$3.8K0.0%ETFLowCincinnati, OH2026-10-21
Dhjj Financial Advisors, Ltd.
38$3.7K0.0%ETFVery LowNaperville, IL2026-10-23
SBI Securities Co., Ltd.
23$2.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mcdonald Partners LLC
17$1.6K0.0%CoreLowCleveland, OH2026-11-03
Nvwm, LLC
15$1.4K0.0%GrowthMediumYardley, PA2026-10-14
Barrett & Company, Inc.
8$7740.0%ETFLowProvidence, RI2026-10-22