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Roundhill Magnificent Seven (MAGS)

CUSIP: 53656G498 | NYSE | 474 institutional holders

Quarters

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

Signature Estate & Investment Advisors LLC2,930,754
3.7% of portfolio›$210.1M
Exchange Traded Concepts, LLC2,604,139
0.7% of portfolio›$186.7M
J.Safra Asset Management Corp1,592,211
5.0% of portfolio›$114.1M
Mirae Asset Global Investments Co., Ltd.884,290
0.1% of portfolio›$63.4M
Citigroup Inc800,346
0.0% of portfolio›$57.4M
Cordatus Wealth Management LLC485,516
7.7% of portfolio›$34.8M
Prospera Financial Services Inc481,726
0.4% of portfolio›$33.0M
Vista Finance, LLC436,839
16.7% of portfolio›$31.3M
Financially Speaking Inc357,026
30.8% of portfolio›$25.6M
IFP Advisors, Inc281,636
0.3% of portfolio›$20.2M
Oppenheimer & Co Inc261,980
0.2% of portfolio›$18.8M
IMZ Advisory Inc164,385
3.6% of portfolio›$11.8M
Cambridge Investment Research Advisors, Inc.160,491
0.0% of portfolio›$11.5K
Simplex Trading, LLC155,328
0.0% of portfolio›$11.1M
Midland Wealth Advisors, LLC147,922
0.5% of portfolio›$10.6M
Thrivent Financial for Lutherans145,400
0.0% of portfolio›$10.4K
Ayalon Insurance Comp Ltd.135,650
0.0% of portfolio›$9.7K
Quaker Wealth Management, LLC129,898
2.7% of portfolio›$9.3M
Cooper Capital Advisors LLC121,294
3.5% of portfolio›$8.7M
Concurrent Investment Advisors, LLC112,379
0.1% of portfolio›$8.1M
Spire Wealth Management97,069
0.2% of portfolio›$7.0M
Genesee Capital Advisors, LLC80,153
1.8% of portfolio›$5.7M
Twelve Points Wealth Management LLC76,185
1.0% of portfolio›$5.2M
Imc-Chicago, LLC70,861
0.0% of portfolio›$5.1M
Turn8 Private Wealth Inc.70,525
3.4% of portfolio›$5.1M
Strategic Blueprint, LLC51,908
0.2% of portfolio›$3.7M
Integrity Wealth Partners, LLC48,247
2.7% of portfolio›$3.5M
Commonwealth Equity Services, LLC47,708
0.0% of portfolio›$3.4M
Transcendent Capital Group LLC46,293
1.3% of portfolio›$3.3M
Verus Capital Partners, LLC42,138
0.2% of portfolio›$3.0M
FSA Investment Group, LLC41,570
0.9% of portfolio›$3.0M
Plan Group Financial, LLC41,347
0.6% of portfolio›$3.0M
Rye Brook Capital LLC41,020
0.0% of portfolio›$2.9K
Brookstone Capital Management40,158
0.0% of portfolio›$2.9M
Kestra Advisory Services, LLC38,579
0.0% of portfolio›$2.8M
RFG Advisory, LLC33,174
0.0% of portfolio›$2.4M
Triton Wealth Management, Pllc32,725
0.7% of portfolio›$2.2M
Key Client Fiduciary Advisors, LLC29,842
0.6% of portfolio›$2.1M
Vigilare Wealth Management29,668
0.7% of portfolio›$2.1M
Thor Trading Advisors, LLC29,305
0.7% of portfolio›$2.1M
D.A. Davidson & Co.28,150
0.0% of portfolio›$2.0M
Sigma Planning Corp28,065
0.1% of portfolio›$2.0M
Creative Planning27,049
0.0% of portfolio›$1.9M
HBW Advisory Services LLC25,735
0.2% of portfolio›$1.8M
VestGen Advisors, LLC25,519
0.1% of portfolio›$1.8M
NTV Asset Management LLC22,400
0.1% of portfolio›$1.6M
Sumitomo Mitsui Trust Group, Inc.21,564
0.0% of portfolio›$1.5M
Vontobel Holding Ltd.20,500
0.0% of portfolio›$1.5M
Comprehensive Financial Planning, Inc.20,280
0.8% of portfolio›$1.5M
Prime Capital Investment Advisors, LLC19,863
0.0% of portfolio›$1.4M
TD Waterhouse Canada Inc.19,801
0.0% of portfolio›$1.4M
J.W. Cole Advisors, Inc.19,688
0.0% of portfolio›$1.4M
Triumph Capital Management19,584
0.2% of portfolio›$1.4M
Cooksen Wealth, LLC17,944
0.8% of portfolio›$1.3M
Oxler Private Wealth LLC17,532
0.3% of portfolio›$1.3M
BlueChip Wealth Advisors LLC17,481
0.4% of portfolio›$1.3M
Paragon Private Wealth Management, LLC16,789
0.4% of portfolio›$1.2M
M Holdings Securities, Inc.15,848
0.0% of portfolio›$1.1K
Triad Wealth Partners, LLC14,484
0.1% of portfolio›$1.0M
Lionsbridge Wealth Management LLC14,172
1.1% of portfolio›$1.0M
B. Riley Wealth Advisors, Inc.14,112
0.0% of portfolio›$1.0M
Wedbush Securities Inc13,900
0.0% of portfolio›$996
Activest Wealth Management11,596
0.2% of portfolio›$831.3K
Sage Mountain Advisors LLC11,338
0.0% of portfolio›$812.8K
Nova Financial LLC11,168
0.3% of portfolio›$800.6K
TopTier Wealth Management, LLC11,028
0.5% of portfolio›$790.6K
Investment Management Corp10,725
0.6% of portfolio›$768.9K
Advisor Resource Council10,644
0.3% of portfolio›$782.3K
Noble Wealth Management PBC10,535
0.3% of portfolio›$755.3K
Ashton Thomas Private Wealth, LLC10,436
0.0% of portfolio›$748.2K
Mascagni Wealth Management, Inc.10,420
0.5% of portfolio›$747.0K
Victory Financial Group, LLC9,868
0.1% of portfolio›$707.4K
Norden Group LLC9,333
0.1% of portfolio›$669.0K
Wealthcare Advisory Partners LLC9,040
0.0% of portfolio›$648.1K
Integrity Alliance, Llc.8,051
0.0% of portfolio›$577.2K
GC Wealth Management RIA, LLC7,749
0.0% of portfolio›$555.5K
Evolution Wealth Advisors, LLC7,607
0.1% of portfolio›$545.3K
Partners Wealth Management, LLC7,573
0.1% of portfolio›$542.9K
Focus Financial Network, Inc.7,561
0.0% of portfolio›$542.0K
Milestone Asset Management, LLC7,509
0.1% of portfolio›$538.3K
Wealth Enhancement Advisory Services, LLC7,497
0.0% of portfolio›$547.5K
Iams Wealth Management, LLC7,486
0.2% of portfolio›$536.7K
Southland Equity Partners LLC7,083
0.1% of portfolio›$507.8K
WT Wealth Management7,027
0.1% of portfolio›$503.8K
Xcel Wealth Management, LLC6,883
0.1% of portfolio›$493.4K
NovaPoint Capital, LLC6,853
0.1% of portfolio›$491.3K
Anchor Capital Advisors LLC6,743
0.0% of portfolio›$483.4K
CenterStar Asset Management, LLC6,552
0.1% of portfolio›$469.7K
IFS Advisors, LLC6,511
0.1% of portfolio›$466.8K
Unique Wealth, LLC6,324
0.1% of portfolio›$453.4K
Diversify Wealth Management, LLC6,189
0.0% of portfolio›$450.0K
Diversify Advisory Services, LLC6,189
0.0% of portfolio›$450.0K
Kingswood Wealth Advisors, LLC6,172
0.0% of portfolio›$442.5K
Howard Capital Management, LLC5,848
0.0% of portfolio›$419.2K
BetterWealth, LLC5,825
0.1% of portfolio›$417.6K
Elevation Point Wealth Partners, LLC5,700
0.0% of portfolio›$408.6K
Sowell Financial Services LLC5,610
0.0% of portfolio›$402.2K
Ignite Planners, LLC5,273
0.0% of portfolio›$378.0K
Truist Financial Corp5,144
0.0% of portfolio›$368.8K
Members Wealth LLC4,902
0.2% of portfolio›$361.3K
Signature Equity Partners, LLC4,649
0.1% of portfolio›$333.3K
JB Capital LLC4,614
0.0% of portfolio›$330.8K
Dynamic Advisor Solutions LLC4,487
0.0% of portfolio›$321.7K
Anson Capital, Inc.4,443
0.2% of portfolio›$318.5K
Three Seasons Wealth, LLC4,438
0.0% of portfolio›$318.2K
Kestra Private Wealth Services, LLC4,360
0.0% of portfolio›$312.6K
Independent Financial Group, LLC4,349
0.0% of portfolio›$311.8K
Annex Advisory Services, LLC4,342
0.0% of portfolio›$311.3K
AFG Fiduciary Services Limited Partnership4,325
0.2% of portfolio›$321.3K
Midwest Financial Group LLC4,293
0.1% of portfolio›$307.8K
City of London Investment Management Co LTD4,255
0.0% of portfolio›$305.0K
Firestone Capital Management4,182
0.1% of portfolio›$299.8K
WealthPlan Investment Management, LLC3,933
0.0% of portfolio›$282.0K
Vise Technologies, Inc.3,886
0.0% of portfolio›$278.6K
Atria Investments, Inc3,690
0.0% of portfolio›$264.5K
1900 Wealth Management LLC3,499
0.0% of portfolio›$250.8K
World Equity Group, Inc.3,482
0.1% of portfolio›$249.6K
Platform Technology Partners3,376
0.0% of portfolio›$242.0K
Roman Butler Fullerton & Co3,371
0.1% of portfolio›$244.3K
Koshinski Asset Management, Inc.3,300
0.0% of portfolio›$236.6K
IPG Investment Advisors LLC3,250
0.0% of portfolio›$233.0K
Integrated Advisors Network LLC3,245
0.0% of portfolio›$232.6K
Visionary Wealth Advisors3,197
0.0% of portfolio›$229.2K
Synergy Asset Management, LLC3,091
0.0% of portfolio›$221.6K
New Wave Wealth Advisors LLC3,022
0.1% of portfolio›$224.5K
Avantra Family Wealth, Inc.2,989
0.1% of portfolio›$214.3K
Carter Financial Group, Inc.2,833
0.1% of portfolio›$203.1K
180 Wealth Advisors, LLC2,822
0.0% of portfolio›$202.3K
Signal Advisors Wealth, LLC2,817
0.0% of portfolio›$202.0K
SBI Securities Co., Ltd.2,811
0.0% of portfolio›$201.5K
Harbor Capital Advisors, Inc.2,799
0.0% of portfolio›$201
Kingdom Financial Group Llc.2,642
0.0% of portfolio›$189.4K
FNY Investment Advisers, LLC2,586
0.0% of portfolio›$185
Holos Integrated Wealth LLC2,550
0.1% of portfolio›$184.8K
KBC Group NV2,482
0.0% of portfolio›$178
US Bancorp \de\2,209
0.0% of portfolio›$158.4K
Murphy & Mullick Capital Management Corp1,978
0.1% of portfolio›$141.8K
GK Wealth Management LLC1,942
0.1% of portfolio›$139.3K
Hazlett, Burt & Watson, Inc.1,604
0.0% of portfolio›$115
Richardson Capital Management LLC1,533
0.0% of portfolio›$109.9K
Chung Wu Investment Group, LLC1,430
0.1% of portfolio›$102.5K
Reyes Financial Architecture, Inc.1,381
0.1% of portfolio›$99.0K
Nemes Rush Group LLC1,250
0.0% of portfolio›$89.6K
Trifecta Capital Advisors, LLC1,000
0.0% of portfolio›$71.7K
William Mack & Associates, Inc.878
0.0% of portfolio›$62.9K
Compass Financial Management LLC868
0.0% of portfolio›$62.2K
Barnes Dennig Private Wealth Management LLC863
0.1% of portfolio›$61.9K
Wilmington Savings Fund Society, FSB730
0.0% of portfolio›$52.3K
Central Trust Co683
0.0% of portfolio›$49.0K
Farther Finance Advisors, LLC644
0.0% of portfolio›$46.2K
Balance Wealth Partners LLC612
0.0% of portfolio›$43.9K
Hilton Head Capital Partners, LLC492
0.0% of portfolio›$35.3K
Fifth Third Bancorp482
0.0% of portfolio›$34.6K
Gamma Investing LLC304
0.0% of portfolio›$21.8K
Parallel Advisors, LLC289
0.0% of portfolio›$20.7K
Albion Financial Group285
0.0% of portfolio›$20.4K
CoreCap Advisors, LLC264
0.0% of portfolio›$19.0K
Investors Research Corp240
0.0% of portfolio›$17.2K
Larson Financial Group LLC200
0.0% of portfolio›$14.3K
Innova Wealth Partners150
0.0% of portfolio›$10.8K
Y.D. More Investments Ltd147
0.0% of portfolio›$10.5K
Latitude Advisors, LLC143
0.0% of portfolio›$10.3K
IMG Wealth Management, Inc.112
0.0% of portfolio›$8.0K
Gen-Wealth Partners Inc82
0.0% of portfolio›$5.9K
Creative Financial Designs Inc78
0.0% of portfolio›$5.6K
GHP Investment Advisors, Inc.76
0.0% of portfolio›$5.4K
Nfsg Corp75
0.0% of portfolio›$5.4K
Atlantic Edge Private Wealth Management, LLC75
0.0% of portfolio›$5.4K
Assetmark, Inc63
0.0% of portfolio›$4.5K
Ascentis Independent Advisors56
0.0% of portfolio›$4.1K
1620 Investment Advisors, Inc.45
0.0% of portfolio›$3.2K
Vima LLC42
0.0% of portfolio›$3.0K
McCarley & Cook Financial Planners27
0.0% of portfolio›$1.9K
Jacobi Capital Management LLC21
0.0% of portfolio›$1.5K
Horrell Capital Management, Inc.10
0.0% of portfolio›$1
Planning Strategies Inc.6
0.0% of portfolio›$448
WPG Advisers, LLC5
0.0% of portfolio›$358
Evolution Wealth Management Inc.4
0.0% of portfolio›$264
Blue Trust, Inc.3
0.0% of portfolio›$248
Asset Dedication, LLC2
0.0% of portfolio›$144
StyleTurnoverLocationFiled
Signature Estate & Investment Advisors LLC
2,930,754$210.1M3.7%ETFMediumLos Angeles, CA2026-10-13
Exchange Traded Concepts, LLC
2,604,139$186.7M0.7%GrowthMediumOklahoma City, OK2026-10-28
J.Safra Asset Management Corp
1,592,211$114.1M5.0%ETFLowNew York, NY2026-11-03
Mirae Asset Global Investments Co., Ltd.
884,290$63.4M0.1%GrowthLowSeoul, Malaysia2026-11-03
Citigroup Inc
800,346$57.4M0.0%CoreMediumNew York, NY2026-11-04
Cordatus Wealth Management LLC
485,516$34.8M7.7%GrowthMediumNewtown, PA2026-10-19
Prospera Financial Services Inc
481,726$33.0M0.4%CoreMediumDallas, TX2026-11-04
Vista Finance, LLC
436,839$31.3M16.7%ETFLowSt. Louis, MO2026-10-23
Financially Speaking Inc
357,026$25.6M30.8%ETFHighGreenwood Village, CO2026-11-05
IFP Advisors, Inc
281,636$20.2M0.3%GrowthLowTampa, FL2026-10-16
Oppenheimer & Co Inc
261,980$18.8M0.2%CoreLowNew York, NY2026-10-26
IMZ Advisory Inc
164,385$11.8M3.6%ETFVery LowBoca Raton, FL2026-11-03
Cambridge Investment Research Advisors, Inc.
160,491$11.5K0.0%ETFLowFairfield, IA2026-11-02
Simplex Trading, LLC
155,328$11.1M0.0%CoreVery HighChicago, IL2026-11-04
Midland Wealth Advisors, LLC
147,922$10.6M0.5%ETFLowEffingham, IL2026-10-26
Thrivent Financial for Lutherans
145,400$10.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Ayalon Insurance Comp Ltd.
135,650$9.7K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Quaker Wealth Management, LLC
129,898$9.3M2.7%ETFMediumMoorestown, NJ2026-10-22
Cooper Capital Advisors LLC
121,294$8.7M3.5%ETFMediumEncinitas, CA2026-10-29
Concurrent Investment Advisors, LLC
112,379$8.1M0.1%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
97,069$7.0M0.2%GrowthMediumMclean, VA2026-10-30
Genesee Capital Advisors, LLC
80,153$5.7M1.8%ETFMediumAuburn, NY2026-10-20
Twelve Points Wealth Management LLC
76,185$5.2M1.0%ETFMediumConcord, MA2026-11-03
Imc-Chicago, LLC
70,861$5.1M0.0%GARPVery HighChicago, IL2026-11-05
Turn8 Private Wealth Inc.
70,525$5.1M3.4%GARPMediumPointe Claire, Austria2026-11-05
Strategic Blueprint, LLC
51,908$3.7M0.2%ETFLowAtlanta, GA2026-10-22
Integrity Wealth Partners, LLC
48,247$3.5M2.7%ETFN/AWalnut Creek, CA2026-10-14
Commonwealth Equity Services, LLC
47,708$3.4M0.0%ETFLowWaltham, MA2026-11-02
Transcendent Capital Group LLC
46,293$3.3M1.3%ETFMediumEdmond, OK2026-10-28
Verus Capital Partners, LLC
42,138$3.0M0.2%GrowthLowScottsdale, AZ2026-11-03
FSA Investment Group, LLC
41,570$3.0M0.9%ETFLowPensacola, FL2026-10-07
Plan Group Financial, LLC
41,347$3.0M0.6%ETFMediumOklahoma City, OK2026-10-22
Rye Brook Capital LLC
41,020$2.9K0.0%ETFMediumGreenwich, CT2026-10-07
Brookstone Capital Management
40,158$2.9M0.0%ETFMediumWheaton, IL2026-10-22
Kestra Advisory Services, LLC
38,579$2.8M0.0%CoreLowAustin, TX2026-11-02
RFG Advisory, LLC
33,174$2.4M0.0%ETFMediumBirmingham, AL2026-11-03
Triton Wealth Management, Pllc
32,725$2.2M0.7%ETFMediumSun City, AZ2026-11-04
Key Client Fiduciary Advisors, LLC
29,842$2.1M0.6%ValueMediumFairfield, NJ2026-10-19
Vigilare Wealth Management
29,668$2.1M0.7%ETFHighScottsdale, AZ2026-10-29
Thor Trading Advisors, LLC
29,305$2.1M0.7%ETFHighGreensburg, PA2026-11-05
D.A. Davidson & Co.
28,150$2.0M0.0%CoreLowGreat Falls, MT2026-10-28
Sigma Planning Corp
28,065$2.0M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Creative Planning
27,049$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
HBW Advisory Services LLC
25,735$1.8M0.2%ETFMediumSimi Valley, CA2026-10-15
VestGen Advisors, LLC
25,519$1.8M0.1%GrowthMediumChicago, IL2026-10-27
NTV Asset Management LLC
22,400$1.6M0.1%GrowthLowCharleston, WV2026-10-23
Sumitomo Mitsui Trust Group, Inc.
21,564$1.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Vontobel Holding Ltd.
20,500$1.5M0.0%CoreMediumZurich, Switzerland2026-10-16
Comprehensive Financial Planning, Inc.
20,280$1.5M0.8%Agg GrowthLowEast Petersburg, PA2026-10-27
Prime Capital Investment Advisors, LLC
19,863$1.4M0.0%ETFLowOverland Park, KS2026-10-20
TD Waterhouse Canada Inc.
19,801$1.4M0.0%CoreLowToronto, Australia2026-10-16
J.W. Cole Advisors, Inc.
19,688$1.4M0.0%IndexLowTampa, FL2026-11-05
Triumph Capital Management
19,584$1.4M0.2%ETFMediumDenver, CO2026-10-14
Cooksen Wealth, LLC
17,944$1.3M0.8%ETFVery LowThe Woodlands, TX2026-10-13
Oxler Private Wealth LLC
17,532$1.3M0.3%GrowthVery LowRye Brook, NY2026-10-21
BlueChip Wealth Advisors LLC
17,481$1.3M0.4%ETFMediumMilton, GA2026-11-03
Paragon Private Wealth Management, LLC
16,789$1.2M0.4%GrowthLowLexington, KY2026-10-20
M Holdings Securities, Inc.
15,848$1.1K0.0%ETFHighPortland, OR2026-11-03
Triad Wealth Partners, LLC
14,484$1.0M0.1%ETFMediumLawrence, KS2026-10-26
Lionsbridge Wealth Management LLC
14,172$1.0M1.1%ETFMediumJacksonville Beach, FL2026-10-26
B. Riley Wealth Advisors, Inc.
14,112$1.0M0.0%GrowthLowMemphis, TN2026-10-13
Wedbush Securities Inc
13,900$9960.0%CoreLowPasadena, CA2026-10-22
Activest Wealth Management
11,596$831.3K0.2%ETFLowAventura, FL2026-10-15
Sage Mountain Advisors LLC
11,338$812.8K0.0%ETFLowAtlanta, GA2026-11-02
Nova Financial LLC
11,168$800.6K0.3%N/AN/ATucson, AZ2026-11-04
TopTier Wealth Management, LLC
11,028$790.6K0.5%ETFVery LowMuskego, WI2026-10-16
Investment Management Corp
10,725$768.9K0.6%ETFMediumRoanoke, VA2026-11-03
Advisor Resource Council
10,644$782.3K0.3%ETFLowDallas, TX2026-11-05
Noble Wealth Management PBC
10,535$755.3K0.3%YieldMediumGreenwood Village, CO2026-10-01
Ashton Thomas Private Wealth, LLC
10,436$748.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Mascagni Wealth Management, Inc.
10,420$747.0K0.5%ETFLowClinton, MS2026-10-23
Victory Financial Group, LLC
9,868$707.4K0.1%ETFLowAustin, TX2026-10-27
Norden Group LLC
9,333$669.0K0.1%GrowthMediumProvo, UT2026-10-20
Wealthcare Advisory Partners LLC
9,040$648.1K0.0%ETFLowWest Chester, PA2026-10-21
Integrity Alliance, Llc.
8,051$577.2K0.0%ETFMediumUrbandale, IA2026-10-29
GC Wealth Management RIA, LLC
7,749$555.5K0.0%GrowthMediumCambridge, MA2026-11-02
Evolution Wealth Advisors, LLC
7,607$545.3K0.1%ETFLowAventura, FL2026-11-03
Partners Wealth Management, LLC
7,573$542.9K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Focus Financial Network, Inc.
7,561$542.0K0.0%ETFLowMinneapolis, MN2026-10-14
Milestone Asset Management, LLC
7,509$538.3K0.1%GrowthHighPittsburgh, PA2026-10-15
Wealth Enhancement Advisory Services, LLC
7,497$547.5K0.0%CoreLowPlymouth, MN2026-10-13
Iams Wealth Management, LLC
7,486$536.7K0.2%CoreMediumOmaha, NE2026-10-15
Southland Equity Partners LLC
7,083$507.8K0.1%ETFLowWildwood, MO2026-10-14
WT Wealth Management
7,027$503.8K0.1%ETFMediumScottsdale, AZ2026-10-13
Xcel Wealth Management, LLC
6,883$493.4K0.1%CoreMediumHolly Hill, FL2026-10-26
NovaPoint Capital, LLC
6,853$491.3K0.1%CoreLowAtlanta, GA2026-10-22
Anchor Capital Advisors LLC
6,743$483.4K0.0%ValueMediumBoston, MA2026-11-05
CenterStar Asset Management, LLC
6,552$469.7K0.1%Agg GrowthVery HighChicago, IL2026-10-09
IFS Advisors, LLC
6,511$466.8K0.1%ETFLowOverland Park, KS2026-10-14
Unique Wealth, LLC
6,324$453.4K0.1%ETFMediumTampa, FL2026-10-16
Diversify Wealth Management, LLC
6,189$450.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
6,189$450.0K0.0%GrowthLowSandy, UT2026-10-20
Kingswood Wealth Advisors, LLC
6,172$442.5K0.0%GrowthLowSan Diego, CA2026-10-23
Howard Capital Management, LLC
5,848$419.2K0.0%ETFHighAlpharetta, GA2026-10-16
BetterWealth, LLC
5,825$417.6K0.1%ETFVery LowSan Jose, CA2026-10-15
Elevation Point Wealth Partners, LLC
5,700$408.6K0.0%CoreHighDenver, CO2026-11-05
Sowell Financial Services LLC
5,610$402.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Ignite Planners, LLC
5,273$378.0K0.0%CoreLowSan Clemente, CA2026-10-14
Truist Financial Corp
5,144$368.8K0.0%CoreLowCharlotte, NC2026-10-30
Members Wealth LLC
4,902$361.3K0.2%ETFLowMedia, PA2026-10-20
Signature Equity Partners, LLC
4,649$333.3K0.1%GrowthMediumColumbus, OH2026-10-29
JB Capital LLC
4,614$330.8K0.0%ETFMediumWethersfield, CT2026-10-19
Dynamic Advisor Solutions LLC
4,487$321.7K0.0%ETFLowPhoenix, AZ2026-10-13
Anson Capital, Inc.
4,443$318.5K0.2%ETFLowTyrone, GA2026-10-23
Three Seasons Wealth, LLC
4,438$318.2K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Kestra Private Wealth Services, LLC
4,360$312.6K0.0%GrowthLowAustin, TX2026-10-30
Independent Financial Group, LLC
4,349$311.8K0.0%GrowthLowSan Diego, CA2026-10-13
Annex Advisory Services, LLC
4,342$311.3K0.0%GrowthHighBrookfield, WI2026-10-16
AFG Fiduciary Services Limited Partnership
4,325$321.3K0.2%ETFVery LowHingham, MA2026-10-21
Midwest Financial Group LLC
4,293$307.8K0.1%ETFLowOverland Park, KS2026-10-15
City of London Investment Management Co LTD
4,255$305.0K0.0%YieldMediumLondon, United Kingdom2026-10-30
Firestone Capital Management
4,182$299.8K0.1%ETFVery LowSouth Miami, FL2026-11-03
WealthPlan Investment Management, LLC
3,933$282.0K0.0%GrowthMediumOmaha, NE2026-10-15
Vise Technologies, Inc.
3,886$278.6K0.0%IndexLowNew York, NY2026-10-29
Atria Investments, Inc
3,690$264.5K0.0%CoreMediumCharlotte, NC2026-10-15
1900 Wealth Management LLC
3,499$250.8K0.0%ETFLowSan Antonio, TX2026-10-13
World Equity Group, Inc.
3,482$249.6K0.1%GrowthMediumSchaumburg, IL2026-10-14
Platform Technology Partners
3,376$242.0K0.0%CoreVery LowLocust Valley, NY2026-11-02
Roman Butler Fullerton & Co
3,371$244.3K0.1%GrowthMediumSt Louis, MO2026-10-27
Koshinski Asset Management, Inc.
3,300$236.6K0.0%ETFLowDecatur, IL2026-10-29
IPG Investment Advisors LLC
3,250$233.0K0.0%CoreMediumSan Diego, CA2026-10-30
Integrated Advisors Network LLC
3,245$232.6K0.0%GrowthMediumDallas, TX2026-10-20
Visionary Wealth Advisors
3,197$229.2K0.0%ETFLowO'Fallon, IL2026-11-04
Synergy Asset Management, LLC
3,091$221.6K0.0%GrowthHighVancouver, WA2026-11-05
New Wave Wealth Advisors LLC
3,022$224.5K0.1%CoreMediumSpringdale, AR2026-10-19
Avantra Family Wealth, Inc.
2,989$214.3K0.1%CoreMediumMechanicsburg, PA2026-10-20
Carter Financial Group, Inc.
2,833$203.1K0.1%GrowthLowBarrington, IL2026-10-21
180 Wealth Advisors, LLC
2,822$202.3K0.0%CoreLowFederal Way, WA2026-11-03
Signal Advisors Wealth, LLC
2,817$202.0K0.0%ETFLowDetroit, MI2026-10-13
SBI Securities Co., Ltd.
2,811$201.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Harbor Capital Advisors, Inc.
2,799$2010.0%ValueHighChicago, IL2026-10-22
Kingdom Financial Group Llc.
2,642$189.4K0.0%ETFMediumPeoria, AZ2026-11-04
FNY Investment Advisers, LLC
2,586$1850.0%GrowthVery HighNew York, NY2026-10-16
Holos Integrated Wealth LLC
2,550$184.8K0.1%ETFLowKennett Square, PA2026-10-23
KBC Group NV
2,482$1780.0%CoreMediumBrussels, Czech Republic2026-10-22
US Bancorp \de\
2,209$158.4K0.0%IndexLowMinneapolis, MN2026-11-05
Murphy & Mullick Capital Management Corp
1,978$141.8K0.1%GrowthLowSmithtown, NY2026-11-02
GK Wealth Management LLC
1,942$139.3K0.1%GARPVery HighReno, NV2026-10-09
Hazlett, Burt & Watson, Inc.
1,604$1150.0%CoreVery LowWheeling, WV2026-11-04
Richardson Capital Management LLC
1,533$109.9K0.0%ETFLowMenomonee Falls, WI2026-10-23
Chung Wu Investment Group, LLC
1,430$102.5K0.1%GrowthMediumSugar Land, TX2026-11-03
Reyes Financial Architecture, Inc.
1,381$99.0K0.1%ETFVery HighSan Diego, CA2026-10-22
Nemes Rush Group LLC
1,250$89.6K0.0%CoreVery LowNovi, MI2026-11-04
Trifecta Capital Advisors, LLC
1,000$71.7K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
William Mack & Associates, Inc.
878$62.9K0.0%ETFLowTroy, MI2026-10-27
Compass Financial Management LLC
868$62.2K0.0%CoreN/ATampa, FL2026-10-30
Barnes Dennig Private Wealth Management LLC
863$61.9K0.1%CoreLowCincinnati, OH2026-10-30
Wilmington Savings Fund Society, FSB
730$52.3K0.0%CoreLowWilmington, DE2026-10-23
Central Trust Co
683$49.0K0.0%CoreLowJefferson City, MO2026-11-05
Farther Finance Advisors, LLC
644$46.2K0.0%IndexLowSan Francisco, CA2026-10-08
Balance Wealth Partners LLC
612$43.9K0.0%ETFMediumWorthington, OH2026-10-27
Hilton Head Capital Partners, LLC
492$35.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Fifth Third Bancorp
482$34.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Gamma Investing LLC
304$21.8K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
289$20.7K0.0%IndexLowSan Francisco, CA2026-11-03
Albion Financial Group
285$20.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
CoreCap Advisors, LLC
264$19.0K0.0%ETFMediumSouthfield, MI2026-10-08
Investors Research Corp
240$17.2K0.0%ETFLowAtlanta, GA2026-10-07
Larson Financial Group LLC
200$14.3K0.0%GrowthLowSt Louis, MO2026-11-05
Innova Wealth Partners
150$10.8K0.0%ETFHighNewtown, PA2026-10-21
Y.D. More Investments Ltd
147$10.5K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Latitude Advisors, LLC
143$10.3K0.0%ETFLowYorkville, IL2026-10-27
IMG Wealth Management, Inc.
112$8.0K0.0%ETFMediumJacksonville, FL2026-10-27
Gen-Wealth Partners Inc
82$5.9K0.0%CoreLowZeeland, MI2026-11-04
Creative Financial Designs Inc
78$5.6K0.0%ETFMediumKokomo, IN2026-11-04
GHP Investment Advisors, Inc.
76$5.4K0.0%CoreVery LowDenver, CO2026-10-15
Nfsg Corp
75$5.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Atlantic Edge Private Wealth Management, LLC
75$5.4K0.0%CoreLowJacksonville, FL2026-10-20
Assetmark, Inc
63$4.5K0.0%ETFLowConcord, CA2026-10-21
Ascentis Independent Advisors
56$4.1K0.0%ETFLowDallas, TX2026-11-03
1620 Investment Advisors, Inc.
45$3.2K0.0%ValueLowPlymouth, MA2026-11-04
Vima LLC
42$3.0K0.0%CoreLowTroy, MI2026-10-23
McCarley & Cook Financial Planners
27$1.9K0.0%ETFLowCincinnati, OH2026-10-21
Jacobi Capital Management LLC
21$1.5K0.0%CoreLowPittston, PA2026-11-05
Horrell Capital Management, Inc.
10$10.0%ValueVery LowLittle Rock, AR2026-10-08
Planning Strategies Inc.
6$4480.0%ETFN/ALancaster, PA2026-10-02
WPG Advisers, LLC
5$3580.0%CoreLowBaltimore, MD2026-10-27
Evolution Wealth Management Inc.
4$2640.0%ETFMediumFort Myers, FL2026-10-28
Blue Trust, Inc.
3$2480.0%ETFLowBrentwood, TN2026-10-15
Asset Dedication, LLC
2$1440.0%ETFLowSan Francisco, CA2026-11-03