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John Hancock Multi Fact Mid (JHMM)

CUSIP: 47804J206 | NYSE | 566 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,847,266
0.2% of portfolio›$132.1M
Financial Management Professionals, Inc.817,056
5.5% of portfolio›$58.4M
Garrett Wealth Advisory Group, LLC573,987
6.2% of portfolio›$41.0M
Amplius Wealth Advisors, LLC458,766
2.3% of portfolio›$32.8M
Nvest Wealth Strategies, Inc.350,254
18.1% of portfolio›$25.0M
Dynamic Advisor Solutions LLC349,259
0.7% of portfolio›$25.0M
KPP Advisory Services LLC275,678
3.3% of portfolio›$19.7M
Elevation Point Wealth Partners, LLC205,667
0.2% of portfolio›$14.7M
Choice Wealth Advisors LLC202,553
5.0% of portfolio›$14.5M
MCF Advisors LLC195,893
0.5% of portfolio›$14.0M
Cambridge Investment Research Advisors, Inc.190,779
0.0% of portfolio›$13.6K
Baker Ellis Asset Management LLC183,875
1.4% of portfolio›$13.1M
DWM Financial Group, Inc.179,134
10.0% of portfolio›$12.8M
Enzi Wealth176,848
3.9% of portfolio›$12.9M
Simplicity Wealth,LLC169,040
0.4% of portfolio›$12.1M
Kestra Advisory Services, LLC153,446
0.0% of portfolio›$11.0M
Kestra Private Wealth Services, LLC144,273
0.1% of portfolio›$10.3M
46 Peaks LLC139,145
6.4% of portfolio›$9.9M
Newman Dignan & Sheerar, Inc.129,502
1.8% of portfolio›$9.3M
Chilton Capital Management LLC90,546
0.2% of portfolio›$6.5M
Hixon Zuercher, LLC89,628
1.8% of portfolio›$6.4M
Fragasso Financial Advisors Inc88,837
0.3% of portfolio›$6.5M
Patriot Financial Group Insurance Agency, LLC82,862
0.6% of portfolio›$5.9M
AlphaCore Capital LLC81,930
0.1% of portfolio›$5.9M
FMA Wealth Management, LLC81,514
3.7% of portfolio›$5.8M
Grimes & Co Wealth Management, LLC77,371
0.1% of portfolio›$5.5M
Wetzel Investment Advisors, Inc.72,859
1.8% of portfolio›$5.2M
Advisortrust Partners, LLC67,359
1.5% of portfolio›$4.8M
Frederick Financial Consultants, LLC65,159
1.9% of portfolio›$4.7M
Chicago Partners Investment Group LLC65,136
0.1% of portfolio›$4.7M
Farther Finance Advisors, LLC62,542
0.0% of portfolio›$4.5M
ERn Financial, LLC59,701
0.7% of portfolio›$4.3M
Truist Financial Corp58,153
0.0% of portfolio›$4.2M
Capital Advisors, Ltd. LLC57,862
0.0% of portfolio›$4.1K
Dorval Corp54,179
1.1% of portfolio›$3.9M
Concurrent Investment Advisors, LLC50,130
0.0% of portfolio›$3.6M
Davenport & Co LLC44,262
0.0% of portfolio›$3.2M
Flynn Zito Capital Management, LLC43,576
0.8% of portfolio›$3.1M
FFG Retirement Advisors LLC42,572
1.6% of portfolio›$3.0M
Iams Wealth Management, LLC42,548
0.9% of portfolio›$3.0M
Onyx Bridge Wealth Group LLC42,129
0.3% of portfolio›$3.0M
WPG Advisers, LLC40,796
1.6% of portfolio›$2.9M
Interchange Capital Partners, LLC38,546
0.5% of portfolio›$2.8M
CoreCap Advisors, LLC37,982
0.1% of portfolio›$2.7M
Henderson Brothers Financial Partners, LLC37,428
1.0% of portfolio›$2.7M
Flagstar Securities, Inc36,809
0.8% of portfolio›$2.6M
Atria Investments, Inc34,483
0.0% of portfolio›$2.5M
Parsons Capital Management Inc33,734
0.1% of portfolio›$2.4M
BankPlus Wealth Management LLC29,274
0.9% of portfolio›$2.1M
Creative Financial Designs Inc29,160
0.1% of portfolio›$2.1M
International Assets Investment Management, LLC27,712
0.1% of portfolio›$2.0M
D.A. Davidson & Co.27,503
0.0% of portfolio›$2.0M
Jnba Financial Advisors27,483
0.1% of portfolio›$2.0M
Elevation Wealth Partners, LLC27,355
0.5% of portfolio›$2.0M
Laurel OAK Wealth Management, LLC26,158
0.3% of portfolio›$1.9M
Summit Wealth Group LLC / Co26,060
0.1% of portfolio›$1.9M
SpringVest Wealth Management LLC25,321
1.1% of portfolio›$1.8M
MGO One Seven LLC24,640
0.0% of portfolio›$1.8M
Gaddis Premier Wealth Advisors LLC23,922
0.9% of portfolio›$1.7M
Moneco Advisors, LLC23,577
0.1% of portfolio›$1.7M
Dickmeyer Boyce Financial Management, Inc.23,519
0.9% of portfolio›$1.7M
Magnus Financial Group LLC23,479
0.1% of portfolio›$1.7M
TME Financial, Inc.23,061
1.0% of portfolio›$1.6M
Paragon Private Wealth Management, LLC22,629
0.5% of portfolio›$1.6M
Cornerstone Wealth Management, LLC20,723
0.1% of portfolio›$1.5M
Signature Equity Partners, LLC20,299
0.5% of portfolio›$1.5M
Arwa LLC20,141
0.5% of portfolio›$1.5M
Avaii Wealth Management, LLC20,069
0.4% of portfolio›$1.5M
Gilliland Jeter Wealth Management LLC17,595
0.3% of portfolio›$1.3M
PFG Advisors17,469
0.1% of portfolio›$1.2M
Hill Island Financial LLC16,523
0.2% of portfolio›$1.2M
Rossmore Private Capital15,421
0.1% of portfolio›$1.1M
Sanchez Wealth Management Group14,400
3.1% of portfolio›$1.0M
Creative Planning12,542
0.0% of portfolio›$896.8K
Perigon Wealth Management, LLC11,914
0.0% of portfolio›$851.8K
Visionary Wealth Advisors11,535
0.0% of portfolio›$824.8K
Wealth Enhancement Advisory Services, LLC11,058
0.0% of portfolio›$803.6K
SigFig Wealth Management, LLC10,655
0.0% of portfolio›$761.8K
HB Wealth Management, LLC10,425
0.0% of portfolio›$745.4K
Harbor Asset Planning, Inc.10,030
0.5% of portfolio›$717.1K
Vicus Capital9,695
0.0% of portfolio›$693.2K
EPG Wealth Management LLC8,681
0.1% of portfolio›$620.7K
Private Trust Co NA8,363
0.0% of portfolio›$598.0K
Tenet Wealth Partners, LLC8,191
0.4% of portfolio›$585.7K
Independence Financial Advisors, LLC8,036
0.1% of portfolio›$574.5K
Quad-Cities Investment Group, LLC7,920
0.2% of portfolio›$566.3K
Ethic Inc.7,611
0.0% of portfolio›$544.2K
Intelligence Driven Advisers, LLC7,425
0.1% of portfolio›$530.9K
Assetmark, Inc7,329
0.0% of portfolio›$524.0K
Align Financial, LLC6,630
0.2% of portfolio›$474.0K
Synergy Asset Management, LLC6,419
0.0% of portfolio›$459.0K
Sigma Planning Corp6,347
0.0% of portfolio›$453.8K
Weaver Consulting Group6,294
0.1% of portfolio›$450.0K
Key Client Fiduciary Advisors, LLC6,239
0.1% of portfolio›$446.1K
Compass Ion Advisors, LLC6,103
0.0% of portfolio›$436.4K
Kathmere Capital Management, LLC5,988
0.0% of portfolio›$428.1K
Diversify Wealth Management, LLC5,946
0.0% of portfolio›$434.3K
Diversify Advisory Services, LLC5,946
0.0% of portfolio›$434.3K
D.B. Root & Company, LLC5,693
0.1% of portfolio›$407.0K
Elwood & Goetz Wealth Advisory Group, LLC5,614
0.1% of portfolio›$401.4K
Orca Wealth Management, LLC5,576
0.2% of portfolio›$398.7K
Coastline Trust Co5,496
0.0% of portfolio›$393.0K
Sterling Wealth Management, Inc.5,429
0.1% of portfolio›$388.2K
Avidian Wealth Enterprises, LLC4,745
0.0% of portfolio›$339.3K
Vise Technologies, Inc.4,449
0.0% of portfolio›$318.1K
Indivisible Partners4,222
0.0% of portfolio›$301.9K
Legacy Capital Wealth Partners, LLC4,196
0.1% of portfolio›$300.0K
IFP Advisors, Inc4,077
0.0% of portfolio›$291.5K
Evolution Wealth Management Inc.4,076
0.2% of portfolio›$291.4K
Larson Financial Group LLC3,889
0.0% of portfolio›$278.1K
Convergence Financial, LLC3,830
0.0% of portfolio›$273.9K
Balefire, LLC3,722
0.0% of portfolio›$266.1K
TFC Financial Management, Inc.3,490
0.0% of portfolio›$249.6K
Venture Visionary Partners LLC3,477
0.0% of portfolio›$248.6K
Hoxton Planning & Management, LLC3,260
0.1% of portfolio›$233.1K
HUB Investment Partners, LLC3,098
0.0% of portfolio›$221.5K
Prospera Financial Services Inc3,068
0.0% of portfolio›$225.9K
StoneX Group Inc.3,000
0.0% of portfolio›$214.5K
BridgePort Financial Solutions, LLC2,950
0.0% of portfolio›$210.9K
MFG Investments, LLC2,910
0.2% of portfolio›$208.1K
Sutton Place Investors LLC2,897
0.1% of portfolio›$207.1K
Avior Wealth Management, LLC2,891
0.0% of portfolio›$206.7K
Intrua Financial, LLC2,856
0.0% of portfolio›$204.2K
Birchwood Financial Partners, Inc.2,377
0.1% of portfolio›$170.0K
Spire Wealth Management2,113
0.0% of portfolio›$151.1K
Root Financial Partners, LLC1,633
0.0% of portfolio›$116.8K
Comprehensive Financial Planning, Inc.1,484
0.1% of portfolio›$106.1K
SJS Investment Consulting Inc.1,402
0.0% of portfolio›$100.2K
City Holding Co1,320
0.0% of portfolio›$94.4K
Bank & Trust Co1,188
0.1% of portfolio›$84.9K
Pinnacle Bancorp, Inc.1,100
0.0% of portfolio›$78.7K
Marshall & Sterling Wealth Advisors Inc.1,078
0.0% of portfolio›$77.1K
Gamma Investing LLC966
0.0% of portfolio›$69.1K
Ascentis Independent Advisors842
0.0% of portfolio›$60.2K
JFS Wealth Advisors, LLC826
0.0% of portfolio›$59.0K
Monetary Solutions, Ltd630
0.0% of portfolio›$45.0K
Blue Trust, Inc.463
0.0% of portfolio›$33.1K
Elyxium Wealth, LLC446
0.0% of portfolio›$31.9K
Valley National Advisers Inc400
0.0% of portfolio›$28.6K
Bank of New Hampshire368
0.0% of portfolio›$26.3K
Chung Wu Investment Group, LLC366
0.0% of portfolio›$26.2K
Plante Moran Financial Advisors, LLC297
0.0% of portfolio›$21.2K
Steph & Co263
0.0% of portfolio›$18.8K
Cape Investment Advisory, Inc.215
0.0% of portfolio›$15.4K
Caldwell Trust Co195
0.0% of portfolio›$13.9K
Pittenger & Anderson Inc146
0.0% of portfolio›$10.4K
Independence Bank of Kentucky132
0.0% of portfolio›$9.4K
Lanark Financial, Inc.125
0.0% of portfolio›$8.9K
Financial Consulate, Inc103
0.0% of portfolio›$7.4K
Asset Dedication, LLC95
0.0% of portfolio›$6.8K
Farmers & Merchants Investments Inc75
0.0% of portfolio›$5.4K
CGC Financial Services, LLC68
0.0% of portfolio›$4.9K
Avion Wealth58
0.0% of portfolio›$4
Golden State Wealth Management, LLC48
0.0% of portfolio›$3.4K
Tsfg, LLC21
0.0% of portfolio›$2
Capital Investment Advisory Services, LLC10
0.0% of portfolio›$715
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$358
Citigroup Inc1
0.0% of portfolio›$72
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,847,266$132.1M0.2%ETFLowWaltham, MA2026-11-02
Financial Management Professionals, Inc.
817,056$58.4M5.5%ETFMediumAustin, TX2026-10-23
Garrett Wealth Advisory Group, LLC
573,987$41.0M6.2%ETFVery LowWeatherford, TX2026-10-22
Amplius Wealth Advisors, LLC
458,766$32.8M2.3%ETFLowBlue Bell, PA2026-10-20
Nvest Wealth Strategies, Inc.
350,254$25.0M18.1%ETFVery LowPowell, OH2026-10-14
Dynamic Advisor Solutions LLC
349,259$25.0M0.7%ETFLowPhoenix, AZ2026-10-13
KPP Advisory Services LLC
275,678$19.7M3.3%GrowthMediumLouisville, KY2026-10-26
Elevation Point Wealth Partners, LLC
205,667$14.7M0.2%CoreHighDenver, CO2026-11-05
Choice Wealth Advisors LLC
202,553$14.5M5.0%ETFMediumWaterville, ME2026-10-16
MCF Advisors LLC
195,893$14.0M0.5%ETFLowLexington, KY2026-10-28
Cambridge Investment Research Advisors, Inc.
190,779$13.6K0.0%ETFLowFairfield, IA2026-11-02
Baker Ellis Asset Management LLC
183,875$13.1M1.4%GARPVery LowVancouver, WA2026-10-14
DWM Financial Group, Inc.
179,134$12.8M10.0%ETFN/APalatine, IL2026-10-28
Enzi Wealth
176,848$12.9M3.9%ETFMediumAustin, TX2026-10-14
Simplicity Wealth,LLC
169,040$12.1M0.4%ETFLowSummit, NJ2026-10-23
Kestra Advisory Services, LLC
153,446$11.0M0.0%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
144,273$10.3M0.1%GrowthLowAustin, TX2026-10-30
46 Peaks LLC
139,145$9.9M6.4%ETFVery LowNewtown, PA2026-11-03
Newman Dignan & Sheerar, Inc.
129,502$9.3M1.8%ETFLowProvidence, RI2026-10-21
Chilton Capital Management LLC
90,546$6.5M0.2%GrowthMediumHouston, TX2026-10-28
Hixon Zuercher, LLC
89,628$6.4M1.8%CoreMediumFindlay, OH2026-10-13
Fragasso Financial Advisors Inc
88,837$6.5M0.3%ETFLowSewickley, PA2026-10-13
Patriot Financial Group Insurance Agency, LLC
82,862$5.9M0.6%GrowthLowWalpole, MA2026-10-14
AlphaCore Capital LLC
81,930$5.9M0.1%ETFLowLa Jolla, CA2026-11-04
FMA Wealth Management, LLC
81,514$5.8M3.7%ETFVery LowDuxbury, MA2026-10-21
Grimes & Co Wealth Management, LLC
77,371$5.5M0.1%CoreLowWestborough, MA2026-10-29
Wetzel Investment Advisors, Inc.
72,859$5.2M1.8%ETFLowIndianapolis, IN2026-10-13
Advisortrust Partners, LLC
67,359$4.8M1.5%CoreHighRaleigh, NC2026-11-02
Frederick Financial Consultants, LLC
65,159$4.7M1.9%ETFVery LowFrederick, MD2026-10-29
Chicago Partners Investment Group LLC
65,136$4.7M0.1%GARPLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
62,542$4.5M0.0%IndexLowSan Francisco, CA2026-10-08
ERn Financial, LLC
59,701$4.3M0.7%ETFVery LowMiddleton, WI2026-10-28
Truist Financial Corp
58,153$4.2M0.0%CoreLowCharlotte, NC2026-10-30
Capital Advisors, Ltd. LLC
57,862$4.1K0.0%ETFLowShaker Heights, OH2026-10-27
Dorval Corp
54,179$3.9M1.1%ETFLowMaple Grove, MN2026-10-29
Concurrent Investment Advisors, LLC
50,130$3.6M0.0%GrowthMediumTampa, FL2026-10-16
Davenport & Co LLC
44,262$3.2M0.0%CoreMediumRichmond, VA2026-10-14
Flynn Zito Capital Management, LLC
43,576$3.1M0.8%ETFLowGarden City, NY2026-11-04
FFG Retirement Advisors LLC
42,572$3.0M1.6%ETFMediumCentennial, CO2026-10-20
Iams Wealth Management, LLC
42,548$3.0M0.9%CoreMediumOmaha, NE2026-10-15
Onyx Bridge Wealth Group LLC
42,129$3.0M0.3%ETFMediumTarrytown, NY2026-10-16
WPG Advisers, LLC
40,796$2.9M1.6%CoreLowBaltimore, MD2026-10-27
Interchange Capital Partners, LLC
38,546$2.8M0.5%GrowthLowPittsburgh, PA2026-10-28
CoreCap Advisors, LLC
37,982$2.7M0.1%ETFMediumSouthfield, MI2026-10-08
Henderson Brothers Financial Partners, LLC
37,428$2.7M1.0%ETFN/APittsburgh, PA2026-11-03
Flagstar Securities, Inc
36,809$2.6M0.8%ETFVery LowNew York, NY2026-10-15
Atria Investments, Inc
34,483$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Parsons Capital Management Inc
33,734$2.4M0.1%CoreLowProvidence, RI2026-10-28
BankPlus Wealth Management LLC
29,274$2.1M0.9%ETFLowJackson, MS2026-10-13
Creative Financial Designs Inc
29,160$2.1M0.1%ETFMediumKokomo, IN2026-11-04
International Assets Investment Management, LLC
27,712$2.0M0.1%CoreVery HighOrlando, FL2026-11-02
D.A. Davidson & Co.
27,503$2.0M0.0%CoreLowGreat Falls, MT2026-10-28
Jnba Financial Advisors
27,483$2.0M0.1%ETFMediumBloomington, MN2026-11-03
Elevation Wealth Partners, LLC
27,355$2.0M0.5%ETFLowWalnut Creek, CA2026-10-07
Laurel OAK Wealth Management, LLC
26,158$1.9M0.3%GrowthLowMarlton, NJ2026-10-19
Summit Wealth Group LLC / Co
26,060$1.9M0.1%ETFHighColorado Springs, CO2026-10-29
SpringVest Wealth Management LLC
25,321$1.8M1.1%ETFLowDallas, TX2026-10-27
MGO One Seven LLC
24,640$1.8M0.0%GrowthLowBeachwood, OH2026-10-28
Gaddis Premier Wealth Advisors LLC
23,922$1.7M0.9%ETFMediumDurant, OK2026-10-29
Moneco Advisors, LLC
23,577$1.7M0.1%ETFLowFairfield, CT2026-11-05
Dickmeyer Boyce Financial Management, Inc.
23,519$1.7M0.9%CoreVery LowFort Wayne, IN2026-10-08
Magnus Financial Group LLC
23,479$1.7M0.1%ETFLowNew York, NY2026-10-21
TME Financial, Inc.
23,061$1.6M1.0%ETFMediumHuntington Beach, CA2026-10-14
Paragon Private Wealth Management, LLC
22,629$1.6M0.5%GrowthLowLexington, KY2026-10-20
Cornerstone Wealth Management, LLC
20,723$1.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Signature Equity Partners, LLC
20,299$1.5M0.5%GrowthMediumColumbus, OH2026-10-29
Arwa LLC
20,141$1.5M0.5%ETFMediumFort Worth, TX2026-10-21
Avaii Wealth Management, LLC
20,069$1.5M0.4%ETFMediumAppleton, WI2026-10-09
Gilliland Jeter Wealth Management LLC
17,595$1.3M0.3%GrowthVery LowLittle Rock, AR2026-10-28
PFG Advisors
17,469$1.2M0.1%ETFMediumPhoenix, AZ2026-10-16
Hill Island Financial LLC
16,523$1.2M0.2%ETFLowGrand Rapids, MI2026-10-20
Rossmore Private Capital
15,421$1.1M0.1%CoreLowGlastonbury, CT2026-10-27
Sanchez Wealth Management Group
14,400$1.0M3.1%ETFVery LowJacksonville, FL2026-11-02
Creative Planning
12,542$896.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Perigon Wealth Management, LLC
11,914$851.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Visionary Wealth Advisors
11,535$824.8K0.0%ETFLowO'Fallon, IL2026-11-04
Wealth Enhancement Advisory Services, LLC
11,058$803.6K0.0%CoreLowPlymouth, MN2026-10-13
SigFig Wealth Management, LLC
10,655$761.8K0.0%ETFLowSan Francisco, CA2026-10-07
HB Wealth Management, LLC
10,425$745.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Harbor Asset Planning, Inc.
10,030$717.1K0.5%ETFVery LowBelmont, MA2026-10-23
Vicus Capital
9,695$693.2K0.0%ETFMediumState College, PA2026-11-05
EPG Wealth Management LLC
8,681$620.7K0.1%GrowthLowAtlanta, GA2026-11-03
Private Trust Co NA
8,363$598.0K0.0%CoreLowCleveland, OH2026-10-20
Tenet Wealth Partners, LLC
8,191$585.7K0.4%ETFN/AChampaign, IL2026-10-19
Independence Financial Advisors, LLC
8,036$574.5K0.1%ETFMediumFranklin, NH2026-10-08
Quad-Cities Investment Group, LLC
7,920$566.3K0.2%CoreLowDavenport, IA2026-10-16
Ethic Inc.
7,611$544.2K0.0%CoreLowNew York, NY2026-11-03
Intelligence Driven Advisers, LLC
7,425$530.9K0.1%ETFLowCarlsbad, CA2026-10-09
Assetmark, Inc
7,329$524.0K0.0%ETFLowConcord, CA2026-10-21
Align Financial, LLC
6,630$474.0K0.2%ETFVery LowHermantown, MN2026-10-16
Synergy Asset Management, LLC
6,419$459.0K0.0%GrowthHighVancouver, WA2026-11-05
Sigma Planning Corp
6,347$453.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Weaver Consulting Group
6,294$450.0K0.1%ETFLowHuntington Beach, CA2026-10-07
Key Client Fiduciary Advisors, LLC
6,239$446.1K0.1%ValueMediumFairfield, NJ2026-10-19
Compass Ion Advisors, LLC
6,103$436.4K0.0%ETFVery LowConshohocken, PA2026-10-23
Kathmere Capital Management, LLC
5,988$428.1K0.0%ETFLowWayne, PA2026-10-20
Diversify Wealth Management, LLC
5,946$434.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,946$434.3K0.0%GrowthLowSandy, UT2026-10-20
D.B. Root & Company, LLC
5,693$407.0K0.1%ETFLowPittsburgh, PA2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
5,614$401.4K0.1%ETFLowAthens, GA2026-10-28
Orca Wealth Management, LLC
5,576$398.7K0.2%GARPLowNew Port Richey, FL2026-10-14
Coastline Trust Co
5,496$393.0K0.0%GrowthVery LowProvidence, RI2026-10-01
Sterling Wealth Management, Inc.
5,429$388.2K0.1%ETFLowChampaign, IL2026-10-23
Avidian Wealth Enterprises, LLC
4,745$339.3K0.0%ETFLowHouston, TX2026-10-08
Vise Technologies, Inc.
4,449$318.1K0.0%IndexLowNew York, NY2026-10-29
Indivisible Partners
4,222$301.9K0.0%GrowthMediumClearwater, FL2026-10-26
Legacy Capital Wealth Partners, LLC
4,196$300.0K0.1%CoreMediumLittle Rock, AR2026-10-21
IFP Advisors, Inc
4,077$291.5K0.0%GrowthLowTampa, FL2026-10-16
Evolution Wealth Management Inc.
4,076$291.4K0.2%ETFMediumFort Myers, FL2026-10-28
Larson Financial Group LLC
3,889$278.1K0.0%GrowthLowSt Louis, MO2026-11-05
Convergence Financial, LLC
3,830$273.9K0.0%ETFMediumColumbia, MO2026-10-27
Balefire, LLC
3,722$266.1K0.0%ETFMediumDallas, TX2026-10-09
TFC Financial Management, Inc.
3,490$249.6K0.0%ETFVery LowBoston, MA2026-10-26
Venture Visionary Partners LLC
3,477$248.6K0.0%CoreLowSylvania, OH2026-10-07
Hoxton Planning & Management, LLC
3,260$233.1K0.1%ETFLowShepherdstown, WV2026-10-15
HUB Investment Partners, LLC
3,098$221.5K0.0%GrowthLowAustin, TX2026-11-03
Prospera Financial Services Inc
3,068$225.9K0.0%CoreMediumDallas, TX2026-11-04
StoneX Group Inc.
3,000$214.5K0.0%ETFMediumNew York, NY2026-11-03
BridgePort Financial Solutions, LLC
2,950$210.9K0.0%ETFLowFairfield, IA2026-11-02
MFG Investments, LLC
2,910$208.1K0.2%ETFN/AMedford, NJ2026-10-30
Sutton Place Investors LLC
2,897$207.1K0.1%ETFLowArmonk, NY2026-10-20
Avior Wealth Management, LLC
2,891$206.7K0.0%ETFMediumOmaha, NE2026-10-13
Intrua Financial, LLC
2,856$204.2K0.0%ETFMediumHouston, TX2026-10-28
Birchwood Financial Partners, Inc.
2,377$170.0K0.1%ETFVery LowBloomington, MN2026-11-02
Spire Wealth Management
2,113$151.1K0.0%GrowthMediumMclean, VA2026-10-30
Root Financial Partners, LLC
1,633$116.8K0.0%ETFMediumEncinitas, CA2026-10-21
Comprehensive Financial Planning, Inc.
1,484$106.1K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
SJS Investment Consulting Inc.
1,402$100.2K0.0%ETFVery LowSylvania, OH2026-10-26
City Holding Co
1,320$94.4K0.0%CoreLowCharleston, WV2026-10-19
Bank & Trust Co
1,188$84.9K0.1%ValueVery LowLitchfield, IL2026-10-07
Pinnacle Bancorp, Inc.
1,100$78.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Marshall & Sterling Wealth Advisors Inc.
1,078$77.1K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Gamma Investing LLC
966$69.1K0.0%IndexVery LowFoster City, CA2026-10-08
Ascentis Independent Advisors
842$60.2K0.0%ETFLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
826$59.0K0.0%ETFVery LowHermitage, PA2026-11-03
Monetary Solutions, Ltd
630$45.0K0.0%ETFVery LowDayton, OH2026-10-22
Blue Trust, Inc.
463$33.1K0.0%ETFLowBrentwood, TN2026-10-15
Elyxium Wealth, LLC
446$31.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Valley National Advisers Inc
400$28.6K0.0%ETFLowBethlehem, PA2026-10-23
Bank of New Hampshire
368$26.3K0.0%CoreLowLaconia, NH2026-10-06
Chung Wu Investment Group, LLC
366$26.2K0.0%GrowthMediumSugar Land, TX2026-11-03
Plante Moran Financial Advisors, LLC
297$21.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Steph & Co
263$18.8K0.0%ETFLowMarinette, WI2026-10-07
Cape Investment Advisory, Inc.
215$15.4K0.0%ETFLowMcdonough, GA2026-10-13
Caldwell Trust Co
195$13.9K0.0%GrowthLowVenice, FL2026-10-30
Pittenger & Anderson Inc
146$10.4K0.0%CoreLowLincoln, NE2026-11-02
Independence Bank of Kentucky
132$9.4K0.0%GrowthLowOwensboro, KY2026-10-26
Lanark Financial, Inc.
125$8.9K0.0%CoreMediumBirmingham, AL2026-10-26
Financial Consulate, Inc
103$7.4K0.0%ETFLowHunt Valley, MD2026-10-23
Asset Dedication, LLC
95$6.8K0.0%ETFLowSan Francisco, CA2026-11-03
Farmers & Merchants Investments Inc
75$5.4K0.0%CoreVery LowLincoln, NE2026-10-22
CGC Financial Services, LLC
68$4.9K0.0%ETFLowLake Oswego, OR2026-10-13
Avion Wealth
58$40.0%ETFLowThe Woodlands, TX2026-11-04
Golden State Wealth Management, LLC
48$3.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Tsfg, LLC
21$20.0%ETFLowLake Forest, IL2026-10-23
Capital Investment Advisory Services, LLC
10$7150.0%CoreMediumRaleigh, NC2026-10-30
Dhjj Financial Advisors, Ltd.
5$3580.0%ETFVery LowNaperville, IL2026-10-23
Citigroup Inc
1$720.0%CoreMediumNew York, NY2026-11-04