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Imgp DBI Managed Futures STR (DBMF)

CUSIP: 53700T827 | NYSE | 591 institutional holders

Quarters

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

Parcion Private Wealth LLC1,502,095
2.6% of portfolio›$48.9M
Cardinal Point Capital Management ULC1,299,469
2.3% of portfolio›$42.3M
Goldstein Advisors, LLC1,086,053
3.1% of portfolio›$35.3M
Edge Wealth Management LLC1,062,702
5.2% of portfolio›$34.7M
New York Life Investment Management LLC1,060,522
0.2% of portfolio›$34.5M
Farther Finance Advisors, LLC983,562
0.2% of portfolio›$32.0M
Rockland Trust Co762,695
0.9% of portfolio›$24.8M
Commonwealth Equity Services, LLC755,961
0.0% of portfolio›$24.6M
Concurrent Investment Advisors, LLC695,062
0.2% of portfolio›$22.6M
Strategic Planning Group, LLC650,230
2.2% of portfolio›$21.2M
Fortitude Family Office, LLC593,778
3.3% of portfolio›$19.3M
Sage Private Wealth Group, LLC544,306
5.9% of portfolio›$17.7M
Prentice Wealth Management LLC463,970
3.1% of portfolio›$15.1M
ALM First Financial Advisors, LLC452,775
0.9% of portfolio›$5.6M
Hengehold Capital Management LLC425,981
1.1% of portfolio›$13.9M
Compound Planning, Inc.409,061
0.3% of portfolio›$13.3M
Professional Financial Advisors, LLC352,142
1.9% of portfolio›$11.5M
A&I Financial Services, LLC350,746
4.8% of portfolio›$11.4M
Leelyn Smith, LLC335,473
1.2% of portfolio›$10.9M
Axxcess Wealth Management, LLC329,969
0.4% of portfolio›$10.7M
Ashton Thomas Securities, LLC315,097
1.1% of portfolio›$10.3M
Deane Retirement Strategies, Inc.311,207
4.1% of portfolio›$10.1M
Cambridge Investment Research Advisors, Inc.289,435
0.0% of portfolio›$9.4K
R. W. Roge & Company, Inc.279,263
0.0% of portfolio›$9.1K
Kestra Advisory Services, LLC277,674
0.0% of portfolio›$9.0M
LS Investment Advisors, LLC246,950
1.1% of portfolio›$8.0M
FMA Wealth Management, LLC242,617
5.0% of portfolio›$7.9M
Sentinel Trust Co LBA241,677
0.0% of portfolio›$7.9K
Gainline Financial Partners, LLC238,269
6.7% of portfolio›$7.8M
Upper Left Wealth Management, LLC232,932
3.9% of portfolio›$7.6M
Innova Wealth Partners229,647
2.9% of portfolio›$7.5M
Citigroup Inc216,170
0.0% of portfolio›$7.0M
Independence Wealth Advisors, LLC210,799
3.3% of portfolio›$6.9M
Fermata Advisors, LLC203,341
1.3% of portfolio›$6.6M
CoreCap Advisors, LLC199,895
0.2% of portfolio›$6.5M
Longview Financial Advisors, Inc.185,569
3.5% of portfolio›$6.0M
Optima Capital LLC175,821
2.3% of portfolio›$5.7M
Entrewealth, LLC168,861
2.0% of portfolio›$5.5M
Beacon Capital Management, Inc.168,585
0.3% of portfolio›$5.5M
Elyxium Wealth, LLC162,565
0.5% of portfolio›$5.3M
Kroeger Financial Partners156,749
5.1% of portfolio›$5.1M
Trademark Financial Management, LLC156,466
2.1% of portfolio›$5.1M
Rubicon Advisors, GP151,289
3.4% of portfolio›$4.9M
Diversify Advisory Services, LLC150,177
0.1% of portfolio›$4.9M
Diversify Wealth Management, LLC150,177
0.1% of portfolio›$4.9M
Live Oak Investment Partners149,893
2.6% of portfolio›$4.9M
Avestar Capital, LLC145,777
0.4% of portfolio›$4.7M
Compass Financial Management LLC136,836
0.5% of portfolio›$4.5M
Arwa LLC134,232
1.6% of portfolio›$4.5M
Atria Investments, Inc127,945
0.0% of portfolio›$4.2M
Aspiriant, LLC126,749
0.1% of portfolio›$4.1M
Truist Financial Corp123,737
0.0% of portfolio›$4.0M
MGO One Seven LLC111,348
0.1% of portfolio›$3.6M
Client First Capital LLC111,279
1.4% of portfolio›$3.6M
Fairman Group, LLC110,764
2.6% of portfolio›$3.6M
ATX Financial Planning, LLC108,337
2.3% of portfolio›$3.5M
Exchange Traded Concepts, LLC105,374
0.0% of portfolio›$3.4M
Altiora Financial Group, LLC102,965
0.5% of portfolio›$3.3M
MKD Wealth Coaches, LLC102,663
2.8% of portfolio›$3.3M
Sound Financial Strategies Group, LLC101,420
2.2% of portfolio›$3.3M
Cooper Financial Group99,685
0.3% of portfolio›$3.2M
Greenwood Capital Associates LLC96,776
0.3% of portfolio›$3.1M
Twelve Points Wealth Management LLC96,658
0.6% of portfolio›$3.1M
Prospera Financial Services Inc96,247
0.0% of portfolio›$3.1M
Clarity Asset Management, Inc.94,171
1.5% of portfolio›$3.1M
Simplicity Wealth,LLC91,244
0.1% of portfolio›$3.0M
Bank of New York Mellon Corp85,686
0.0% of portfolio›$2.8M
SteelPeak Wealth, LLC84,530
0.1% of portfolio›$2.7M
Oppenheimer & Co Inc84,025
0.0% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC83,030
0.0% of portfolio›$2.7M
Rainey & Randall Wealth Advisors Inc.79,588
0.4% of portfolio›$2.6M
Encompass More Asset Management76,905
0.4% of portfolio›$2.5M
Virginia Estate & Retirement Planning Advisors Inc.74,824
3.1% of portfolio›$2.4M
Perigon Wealth Management, LLC74,822
0.0% of portfolio›$2.4M
Stonebridge Financial Group, LLC72,003
0.2% of portfolio›$2.3M
Creative Financial Designs Inc71,684
0.1% of portfolio›$2.3M
Stone Wealth Partners67,316
0.8% of portfolio›$2.2M
Worth Asset Management, LLC67,102
0.6% of portfolio›$2.2M
Optivise Advisory Services LLC65,352
1.0% of portfolio›$2.1M
Galvin, Gaustad & Stein, LLC62,802
0.2% of portfolio›$2.0M
MBL Wealth, LLC62,448
0.1% of portfolio›$2.0M
Ascentis Wealth Management, LLC59,514
0.3% of portfolio›$1.9M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors58,632
0.1% of portfolio›$1.9M
E&G Advisors, LLC58,612
0.4% of portfolio›$1.9M
Sovran Advisors, LLC54,859
0.1% of portfolio›$1.8M
PFG Advisors53,731
0.1% of portfolio›$1.7M
Private Trust Co NA53,044
0.1% of portfolio›$1.7M
Whalen Wealth Management Inc.52,537
0.7% of portfolio›$1.7M
Columbus Macro, LLC51,874
0.2% of portfolio›$1.7M
Meridian Wealth Management, LLC49,055
0.0% of portfolio›$1.6M
Claro Advisors Inc.48,806
0.2% of portfolio›$1.6M
Dahring | Cusmano LLC48,643
0.7% of portfolio›$1.6M
Lighthouse Wealth Management Inc.48,332
1.0% of portfolio›$1.6M
Congress Asset Management Co48,151
0.0% of portfolio›$1.6M
Abbington Investment Group44,595
0.9% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC44,062
0.0% of portfolio›$1.4M
4J Wealth Management LLC42,375
0.6% of portfolio›$1.4M
Patten Group, Inc.42,364
0.2% of portfolio›$1.4M
Thrivent Financial for Lutherans39,618
0.0% of portfolio›$1.3K
City Center Advisors, LLC37,667
0.9% of portfolio›$1.2M
Independent Financial Group, LLC37,041
0.0% of portfolio›$1.2M
Latitude Advisors, LLC36,692
0.4% of portfolio›$1.2M
Fifth Third Bancorp36,025
0.0% of portfolio›$1.2M
Integrated Advisors Network LLC35,001
0.1% of portfolio›$1.1M
Bellecapital International Ltd.34,881
0.2% of portfolio›$1.1M
Thor Investment Management Inc32,995
0.6% of portfolio›$1.1M
KOM Wealth Management Group, LLC31,902
0.5% of portfolio›$1.0M
Ignite Planners, LLC31,766
0.1% of portfolio›$1.0M
Visionary Wealth Advisors31,131
0.0% of portfolio›$1.0M
Essential Partners LLC30,985
0.5% of portfolio›$1.0M
Elwood & Goetz Wealth Advisory Group, LLC30,754
0.1% of portfolio›$1.0M
Trilogy Capital Inc.29,193
0.0% of portfolio›$949.7K
Blueprint Investment Partners LLC28,588
0.1% of portfolio›$930.0K
Blueprint Financial Advisors LLC28,588
0.1% of portfolio›$930.0K
Cornerstone Wealth Management, LLC28,320
0.0% of portfolio›$921.3K
Investment Partners, Ltd.28,118
0.1% of portfolio›$914.7K
Synergy Asset Management, LLC26,889
0.1% of portfolio›$874.7K
Retirement Financial Solutions, LLC26,523
0.2% of portfolio›$862.8K
Beam Wealth Advisors, Inc.25,288
0.2% of portfolio›$822.6K
Stirlingshire Investments, Inc.25,198
0.6% of portfolio›$819.7K
First Growth Capital LLC24,993
0.7% of portfolio›$813.0K
Creative Planning23,927
0.0% of portfolio›$778.4K
B. Riley Wealth Advisors, Inc.23,194
0.0% of portfolio›$754.5K
AmeriServ Wealth Advisors22,877
0.6% of portfolio›$744.2K
Sigma Planning Corp21,172
0.0% of portfolio›$688.7K
Wedbush Securities Inc20,715
0.0% of portfolio›$674
Frontier Asset Management, LLC20,511
0.1% of portfolio›$667.2K
Ares Financial Consulting, LLC19,930
0.4% of portfolio›$648.3K
Andina Capital Management, LLC19,812
0.9% of portfolio›$644.5K
D'Orazio & Associates, Inc.19,653
0.1% of portfolio›$639.3K
Vise Technologies, Inc.19,319
0.0% of portfolio›$628.4K
IFP Advisors, Inc18,212
0.0% of portfolio›$592.4K
Frankly Finances, LLC17,192
0.4% of portfolio›$559.3K
Summit Global Investments17,145
0.0% of portfolio›$558
Ryan Investment Management, Inc.16,715
0.2% of portfolio›$543.7K
XY Planning Network, Inc.16,659
0.1% of portfolio›$541.9K
Choreo, LLC16,462
0.0% of portfolio›$535.5K
Focus Financial Network, Inc.16,137
0.0% of portfolio›$524.9K
Hudson Oak Wealth Advisory LLC16,094
0.4% of portfolio›$523.5K
J.W. Cole Advisors, Inc.13,954
0.0% of portfolio›$453.9K
Interchange Capital Partners, LLC13,586
0.1% of portfolio›$456.8K
Moneco Advisors, LLC13,531
0.0% of portfolio›$440.2K
RHS Financial, LLC13,333
0.1% of portfolio›$433.7K
Larson Financial Group LLC13,015
0.0% of portfolio›$423.4K
Vigilare Wealth Management12,450
0.1% of portfolio›$405.0K
Lake Street Private Wealth, LLC12,138
0.0% of portfolio›$394.8K
Integrity Advisory Solutions, LLC12,102
0.0% of portfolio›$393.7K
Omnitrust Wealth Management, Inc11,182
0.4% of portfolio›$363.8K
Narus Financial Partners, LLC11,121
0.1% of portfolio›$361.8K
Garde Capital, Inc.11,061
0.0% of portfolio›$359.8K
Ascentis Independent Advisors11,032
0.0% of portfolio›$358.9K
Brighton Jones LLC10,952
0.0% of portfolio›$356.3K
Signal Advisors Wealth, LLC10,933
0.0% of portfolio›$355.6K
Total Clarity Wealth Management, Inc.10,475
0.1% of portfolio›$340.8K
New Wave Wealth Advisors LLC10,162
0.1% of portfolio›$337.6K
Firestone Capital Management10,065
0.1% of portfolio›$327.4K
Peak Financial Advisors LLC9,671
0.1% of portfolio›$314.6K
Tactive Advisors, LLC9,628
0.1% of portfolio›$313.2K
Verum Partners LLC9,453
0.0% of portfolio›$307.5K
RFG Advisory, LLC9,141
0.0% of portfolio›$297.4K
Endowment Wealth Management, Inc.8,813
0.1% of portfolio›$286.7K
Verus Capital Partners, LLC8,523
0.0% of portfolio›$277.3K
Wealthcare Advisory Partners LLC8,362
0.0% of portfolio›$272.0K
BigSur Wealth Management LLC8,080
0.1% of portfolio›$262.8K
L.K. Benson & Company, P.C.7,068
0.1% of portfolio›$229.9K
Harbor Capital Advisors, Inc.7,010
0.0% of portfolio›$228
Howard Bailey Securities, LLC6,955
0.1% of portfolio›$226.2K
Focused Alpha, LLC6,764
0.1% of portfolio›$220.0K
Davenport & Co LLC6,708
0.0% of portfolio›$218.2K
Elm3 Financial Group, LLC6,648
0.1% of portfolio›$216.3K
NWF Advisory Services Inc.6,506
0.0% of portfolio›$211.6K
Able Wealth Management LLC6,368
0.0% of portfolio›$211.0K
Mather Group, Llc.5,561
0.0% of portfolio›$180.9K
Signature Equity Partners, LLC5,544
0.1% of portfolio›$180.3K
Reyes Financial Architecture, Inc.4,905
0.1% of portfolio›$159.6K
Parallel Advisors, LLC4,278
0.0% of portfolio›$139.2K
Heritage Family Offices, LLP3,403
0.0% of portfolio›$110.7K
Raleigh Capital Management Inc.3,087
0.0% of portfolio›$100.4K
Lloyd Advisory Services, Llc.3,070
0.0% of portfolio›$99.9K
LFA - Lugano Financial Advisors SA3,033
0.1% of portfolio›$98.7K
EverSource Wealth Advisors, LLC2,994
0.0% of portfolio›$97.4K
MidAtlantic Capital Management, Inc.2,903
0.1% of portfolio›$94.4K
Rossby Financial, LCC1,828
0.0% of portfolio›$59.5K
Cullen T Bankers, Inc.1,582
0.0% of portfolio›$51.5K
Carota Wealth Management1,275
0.0% of portfolio›$41.5K
Harbor Investment Advisory, LLC1,218
0.0% of portfolio›$39.6K
Capital Advisors, Ltd. LLC1,178
0.0% of portfolio›$38
Canton Hathaway, LLC984
0.0% of portfolio›$32.0K
Signaturefd, LLC822
0.0% of portfolio›$26.7K
Asset Dedication, LLC622
0.0% of portfolio›$20.2K
Quest 10 Wealth Builders, Inc.542
0.0% of portfolio›$17.6K
TD Waterhouse Canada Inc.435
0.0% of portfolio›$14.3K
Tounjian Advisory Partners, LLC340
0.0% of portfolio›$11.1K
Blue Trust, Inc.334
0.0% of portfolio›$10.9K
US Bancorp \de\300
0.0% of portfolio›$9.8K
Center for Financial Planning, Inc.298
0.0% of portfolio›$9.7K
Kingdom Financial Group Llc.250
0.0% of portfolio›$8.1K
Assetmark, Inc244
0.0% of portfolio›$7.9K
Lanark Financial, Inc.235
0.0% of portfolio›$7.6K
Brown, Lisle Ings, Inc.229
0.0% of portfolio›$7.4K
Acumen Wealth Advisors, LLC173
0.0% of portfolio›$5.6K
Buck Wealth Strategies, LLC149
0.0% of portfolio›$4.8K
Centerpoint Advisors, LLC80
0.0% of portfolio›$3
Silver Grove Financial Group, Inc.52
0.0% of portfolio›$1.7K
Newton One Investments LLC50
0.0% of portfolio›$1.6K
Decker Retirement Planning Inc.35
0.0% of portfolio›$1.1K
Abound Wealth Management31
0.0% of portfolio›$1.0K
Networth Advisors, LLC21
0.0% of portfolio›$687
StyleTurnoverLocationFiled
Parcion Private Wealth LLC
1,502,095$48.9M2.6%CoreMediumBellevue, WA2026-10-28
Cardinal Point Capital Management ULC
1,299,469$42.3M2.3%ValueLowToronto, Australia2026-10-21
Goldstein Advisors, LLC
1,086,053$35.3M3.1%ETFMediumMadison, WI2026-10-15
Edge Wealth Management LLC
1,062,702$34.7M5.2%CoreLowNew York, NY2026-10-13
New York Life Investment Management LLC
1,060,522$34.5M0.2%GrowthLowNew York, NY2026-11-04
Farther Finance Advisors, LLC
983,562$32.0M0.2%IndexLowSan Francisco, CA2026-10-08
Rockland Trust Co
762,695$24.8M0.9%CoreLowHanover, MA2026-10-05
Commonwealth Equity Services, LLC
755,961$24.6M0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
695,062$22.6M0.2%GrowthMediumTampa, FL2026-10-16
Strategic Planning Group, LLC
650,230$21.2M2.2%GrowthMediumBountiful, UT2026-10-22
Fortitude Family Office, LLC
593,778$19.3M3.3%ETFMediumScottsdale, AZ2026-10-14
Sage Private Wealth Group, LLC
544,306$17.7M5.9%ETFLowOakbrook Terrace, IL2026-10-21
Prentice Wealth Management LLC
463,970$15.1M3.1%ETFLowRochester, NY2026-10-20
ALM First Financial Advisors, LLC
452,775$5.6M0.9%ETFVery LowDallas, TX2026-10-13
Hengehold Capital Management LLC
425,981$13.9M1.1%ETFLowCincinnati, OH2026-10-16
Compound Planning, Inc.
409,061$13.3M0.3%CoreLowNew York, NY2026-11-05
Professional Financial Advisors, LLC
352,142$11.5M1.9%ETFMediumNorth Platte, NE2026-10-13
A&I Financial Services, LLC
350,746$11.4M4.8%ETFHighLone Tree, CO2026-10-15
Leelyn Smith, LLC
335,473$10.9M1.2%GrowthLowGeneva, IL2026-11-03
Axxcess Wealth Management, LLC
329,969$10.7M0.4%CoreLowCarlsbad, CA2026-10-21
Ashton Thomas Securities, LLC
315,097$10.3M1.1%ETFMediumRochester, NY2026-10-26
Deane Retirement Strategies, Inc.
311,207$10.1M4.1%CoreVery HighNew Orleans, LA2026-10-09
Cambridge Investment Research Advisors, Inc.
289,435$9.4K0.0%ETFLowFairfield, IA2026-11-02
R. W. Roge & Company, Inc.
279,263$9.1K0.0%ETFVery LowBohemia, NY2026-11-04
Kestra Advisory Services, LLC
277,674$9.0M0.0%CoreLowAustin, TX2026-11-02
LS Investment Advisors, LLC
246,950$8.0M1.1%CoreLowBloomfield Hills, MI2026-10-13
FMA Wealth Management, LLC
242,617$7.9M5.0%ETFVery LowDuxbury, MA2026-10-21
Sentinel Trust Co LBA
241,677$7.9K0.0%ETFVery LowHouston, TX2026-11-03
Gainline Financial Partners, LLC
238,269$7.8M6.7%ETFN/ALouisville, CO2026-10-15
Upper Left Wealth Management, LLC
232,932$7.6M3.9%ETFMediumTampa, FL2026-10-14
Innova Wealth Partners
229,647$7.5M2.9%ETFHighNewtown, PA2026-10-21
Citigroup Inc
216,170$7.0M0.0%CoreMediumNew York, NY2026-11-04
Independence Wealth Advisors, LLC
210,799$6.9M3.3%ETFHighIndependence, OH2026-10-29
Fermata Advisors, LLC
203,341$6.6M1.3%ETFLowSonoma, CA2026-10-13
CoreCap Advisors, LLC
199,895$6.5M0.2%ETFMediumSouthfield, MI2026-10-08
Longview Financial Advisors, Inc.
185,569$6.0M3.5%ETFVery LowHuntsville, AL2026-10-09
Optima Capital LLC
175,821$5.7M2.3%ETFHighPortland, OR2026-10-29
Entrewealth, LLC
168,861$5.5M2.0%ETFLowAustin, TX2026-10-14
Beacon Capital Management, Inc.
168,585$5.5M0.3%ETFMediumDayton, OH2026-10-13
Elyxium Wealth, LLC
162,565$5.3M0.5%GrowthVery LowBeverly Hills, CA2026-10-27
Kroeger Financial Partners
156,749$5.1M5.1%ETFN/AGrass Valley, CA2026-10-19
Trademark Financial Management, LLC
156,466$5.1M2.1%ETFMediumBloomington, MN2026-10-23
Rubicon Advisors, GP
151,289$4.9M3.4%GrowthMediumRedding, CA2026-10-23
Diversify Advisory Services, LLC
150,177$4.9M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
150,177$4.9M0.1%GrowthMediumSandy, UT2026-10-20
Live Oak Investment Partners
149,893$4.9M2.6%ETFMediumAustin, TX2026-10-23
Avestar Capital, LLC
145,777$4.7M0.4%GrowthLowNew York, NY2026-10-28
Compass Financial Management LLC
136,836$4.5M0.5%CoreN/ATampa, FL2026-10-30
Arwa LLC
134,232$4.5M1.6%ETFMediumFort Worth, TX2026-10-21
Atria Investments, Inc
127,945$4.2M0.0%CoreMediumCharlotte, NC2026-10-15
Aspiriant, LLC
126,749$4.1M0.1%ETFVery LowLos Angeles, CA2026-10-16
Truist Financial Corp
123,737$4.0M0.0%CoreLowCharlotte, NC2026-10-30
MGO One Seven LLC
111,348$3.6M0.1%GrowthLowBeachwood, OH2026-10-28
Client First Capital LLC
111,279$3.6M1.4%ETFMediumSan Diego, CA2026-10-22
Fairman Group, LLC
110,764$3.6M2.6%ETFLowChesterbrook, PA2026-10-26
ATX Financial Planning, LLC
108,337$3.5M2.3%ETFHighAustin, TX2026-10-14
Exchange Traded Concepts, LLC
105,374$3.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Altiora Financial Group, LLC
102,965$3.3M0.5%ETFLowLebanon, OH2026-11-04
MKD Wealth Coaches, LLC
102,663$3.3M2.8%ETFVery LowTroy, MI2026-10-09
Sound Financial Strategies Group, LLC
101,420$3.3M2.2%ETFMediumMadison, MS2026-10-30
Cooper Financial Group
99,685$3.2M0.3%GrowthMediumIrvine, CA2026-10-07
Greenwood Capital Associates LLC
96,776$3.1M0.3%CoreMediumGreenwood, SC2026-10-27
Twelve Points Wealth Management LLC
96,658$3.1M0.6%ETFMediumConcord, MA2026-11-03
Prospera Financial Services Inc
96,247$3.1M0.0%CoreMediumDallas, TX2026-11-04
Clarity Asset Management, Inc.
94,171$3.1M1.5%ETFHighAmes, IA2026-10-14
Simplicity Wealth,LLC
91,244$3.0M0.1%ETFLowSummit, NJ2026-10-23
Bank of New York Mellon Corp
85,686$2.8M0.0%CoreLowNew York, NY2026-11-05
SteelPeak Wealth, LLC
84,530$2.7M0.1%GrowthHighWoodland Hills, CA2026-10-16
Oppenheimer & Co Inc
84,025$2.7M0.0%CoreLowNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
83,030$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Rainey & Randall Wealth Advisors Inc.
79,588$2.6M0.4%ETFVery LowCelebration, FL2026-10-26
Encompass More Asset Management
76,905$2.5M0.4%ETFHighDanville, CA2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.
74,824$2.4M3.1%ETFLowGlen Allen, VA2026-10-14
Perigon Wealth Management, LLC
74,822$2.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Stonebridge Financial Group, LLC
72,003$2.3M0.2%ETFMediumWormleysburg, PA2026-10-01
Creative Financial Designs Inc
71,684$2.3M0.1%ETFMediumKokomo, IN2026-11-04
Stone Wealth Partners
67,316$2.2M0.8%ETFLowJefferson, LA2026-11-05
Worth Asset Management, LLC
67,102$2.2M0.6%ETFHighDallas, TX2026-10-07
Optivise Advisory Services LLC
65,352$2.1M1.0%ETFMediumFranklin, TN2026-10-19
Galvin, Gaustad & Stein, LLC
62,802$2.0M0.2%CoreMediumScottsdale, AZ2026-10-08
MBL Wealth, LLC
62,448$2.0M0.1%ETFLowCharlotte, NC2026-10-22
Ascentis Wealth Management, LLC
59,514$1.9M0.3%Agg GrowthLowDallas, TX2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
58,632$1.9M0.1%ETFMediumWestlake, OH2026-10-14
E&G Advisors, LLC
58,612$1.9M0.4%ETFVery LowHouston, TX2026-10-13
Sovran Advisors, LLC
54,859$1.8M0.1%ETFMediumSan Diego, CA2026-11-02
PFG Advisors
53,731$1.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Private Trust Co NA
53,044$1.7M0.1%CoreLowCleveland, OH2026-10-20
Whalen Wealth Management Inc.
52,537$1.7M0.7%GrowthHighLas Vegas, NV2026-10-08
Columbus Macro, LLC
51,874$1.7M0.2%YieldMediumNew Castle, PA2026-10-14
Meridian Wealth Management, LLC
49,055$1.6M0.0%GrowthLowLexington, KY2026-11-05
Claro Advisors Inc.
48,806$1.6M0.2%CoreLowBoston, MA2026-11-02
Dahring | Cusmano LLC
48,643$1.6M0.7%ETFLowNovi, MI2026-11-03
Lighthouse Wealth Management Inc.
48,332$1.6M1.0%ETFLowAshland, OH2026-10-13
Congress Asset Management Co
48,151$1.6M0.0%GrowthMediumBoston, MA2026-10-06
Abbington Investment Group
44,595$1.5M0.9%YieldMediumWestport, CT2026-11-03
Robertson Stephens Wealth Management, LLC
44,062$1.4M0.0%ETFMediumSan Francisco, CA2026-10-16
4J Wealth Management LLC
42,375$1.4M0.6%ETFMediumMclean, VA2026-11-02
Patten Group, Inc.
42,364$1.4M0.2%CoreLowChattanooga, TN2026-10-26
Thrivent Financial for Lutherans
39,618$1.3K0.0%GARPMediumMinneapolis, MN2026-11-05
City Center Advisors, LLC
37,667$1.2M0.9%ETFMediumTroy, MI2026-10-08
Independent Financial Group, LLC
37,041$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Latitude Advisors, LLC
36,692$1.2M0.4%ETFLowYorkville, IL2026-10-27
Fifth Third Bancorp
36,025$1.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Integrated Advisors Network LLC
35,001$1.1M0.1%GrowthMediumDallas, TX2026-10-20
Bellecapital International Ltd.
34,881$1.1M0.2%GrowthMediumZurich, Switzerland2026-10-21
Thor Investment Management Inc
32,995$1.1M0.6%ValueLowCincinnati, OH2026-10-13
KOM Wealth Management Group, LLC
31,902$1.0M0.5%ETFLowAppleton, WI2026-10-15
Ignite Planners, LLC
31,766$1.0M0.1%CoreLowSan Clemente, CA2026-10-14
Visionary Wealth Advisors
31,131$1.0M0.0%ETFLowO'Fallon, IL2026-11-04
Essential Partners LLC
30,985$1.0M0.5%ValueMediumRancho Santa Fe, CA2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
30,754$1.0M0.1%ETFLowAthens, GA2026-10-28
Trilogy Capital Inc.
29,193$949.7K0.0%ETFMediumIrvine, CA2026-10-20
Blueprint Investment Partners LLC
28,588$930.0K0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
28,588$930.0K0.1%GARPMediumGreensboto, NC2026-10-28
Cornerstone Wealth Management, LLC
28,320$921.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Investment Partners, Ltd.
28,118$914.7K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Synergy Asset Management, LLC
26,889$874.7K0.1%GrowthHighVancouver, WA2026-11-05
Retirement Financial Solutions, LLC
26,523$862.8K0.2%ETFMediumKnoxville, TN2026-10-20
Beam Wealth Advisors, Inc.
25,288$822.6K0.2%ETFMediumCovington, LA2026-11-03
Stirlingshire Investments, Inc.
25,198$819.7K0.6%ETFMediumNew York, NY2026-11-05
First Growth Capital LLC
24,993$813.0K0.7%GrowthLowPikesville, MD2026-10-15
Creative Planning
23,927$778.4K0.0%IndexVery LowOverland Park, KS2026-11-02
B. Riley Wealth Advisors, Inc.
23,194$754.5K0.0%GrowthLowMemphis, TN2026-10-13
AmeriServ Wealth Advisors
22,877$744.2K0.6%ETFVery LowJohnstown, PA2026-10-21
Sigma Planning Corp
21,172$688.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wedbush Securities Inc
20,715$6740.0%CoreLowPasadena, CA2026-10-22
Frontier Asset Management, LLC
20,511$667.2K0.1%ETFLowSheridan, WY2026-10-28
Ares Financial Consulting, LLC
19,930$648.3K0.4%CoreLowCalabasas, CA2026-10-19
Andina Capital Management, LLC
19,812$644.5K0.9%ETFMediumLogan, UT2026-10-21
D'Orazio & Associates, Inc.
19,653$639.3K0.1%ETFLowVienna, VA2026-11-04
Vise Technologies, Inc.
19,319$628.4K0.0%IndexLowNew York, NY2026-10-29
IFP Advisors, Inc
18,212$592.4K0.0%GrowthLowTampa, FL2026-10-16
Frankly Finances, LLC
17,192$559.3K0.4%ETFVery LowWinter Park, FL2026-10-28
Summit Global Investments
17,145$5580.0%CoreMediumBountiful, UT2026-10-28
Ryan Investment Management, Inc.
16,715$543.7K0.2%ETFVery HighBasalt, CO2026-10-20
XY Planning Network, Inc.
16,659$541.9K0.1%ETFLowBozeman, MT2026-10-14
Choreo, LLC
16,462$535.5K0.0%IndexLowRockford, IL2026-10-28
Focus Financial Network, Inc.
16,137$524.9K0.0%ETFLowMinneapolis, MN2026-10-14
Hudson Oak Wealth Advisory LLC
16,094$523.5K0.4%ETFVery LowHoboken, NJ2026-10-16
J.W. Cole Advisors, Inc.
13,954$453.9K0.0%IndexLowTampa, FL2026-11-05
Interchange Capital Partners, LLC
13,586$456.8K0.1%GrowthLowPittsburgh, PA2026-10-28
Moneco Advisors, LLC
13,531$440.2K0.0%ETFLowFairfield, CT2026-11-05
RHS Financial, LLC
13,333$433.7K0.1%ETFMediumSan Francisco, CA2026-10-13
Larson Financial Group LLC
13,015$423.4K0.0%GrowthLowSt Louis, MO2026-11-05
Vigilare Wealth Management
12,450$405.0K0.1%ETFHighScottsdale, AZ2026-10-29
Lake Street Private Wealth, LLC
12,138$394.8K0.0%GrowthLowChicago, IL2026-10-22
Integrity Advisory Solutions, LLC
12,102$393.7K0.0%ETFMediumDallas, TX2026-10-29
Omnitrust Wealth Management, Inc
11,182$363.8K0.4%ETFN/AJacksonville, FL2026-11-02
Narus Financial Partners, LLC
11,121$361.8K0.1%ValueLowSalt Lake City, UT2026-10-19
Garde Capital, Inc.
11,061$359.8K0.0%ETFLowSeattle, WA2026-10-29
Ascentis Independent Advisors
11,032$358.9K0.0%ETFLowDallas, TX2026-11-03
Brighton Jones LLC
10,952$356.3K0.0%CoreVery LowSeattle, WA2026-11-03
Signal Advisors Wealth, LLC
10,933$355.6K0.0%ETFLowDetroit, MI2026-10-13
Total Clarity Wealth Management, Inc.
10,475$340.8K0.1%ETFMediumSt. Charles, IL2026-10-26
New Wave Wealth Advisors LLC
10,162$337.6K0.1%CoreMediumSpringdale, AR2026-10-19
Firestone Capital Management
10,065$327.4K0.1%ETFVery LowSouth Miami, FL2026-11-03
Peak Financial Advisors LLC
9,671$314.6K0.1%CoreHighDenver, CO2026-10-28
Tactive Advisors, LLC
9,628$313.2K0.1%ETFHighJacksonville, FL2026-10-08
Verum Partners LLC
9,453$307.5K0.0%ETFLowCharlotte, NC2026-10-21
RFG Advisory, LLC
9,141$297.4K0.0%ETFMediumBirmingham, AL2026-11-03
Endowment Wealth Management, Inc.
8,813$286.7K0.1%ETFMediumAppleton, WI2026-11-03
Verus Capital Partners, LLC
8,523$277.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Wealthcare Advisory Partners LLC
8,362$272.0K0.0%ETFLowWest Chester, PA2026-10-21
BigSur Wealth Management LLC
8,080$262.8K0.1%GrowthLowMiami, FL2026-10-13
L.K. Benson & Company, P.C.
7,068$229.9K0.1%YieldVery LowTimonium, MD2026-10-23
Harbor Capital Advisors, Inc.
7,010$2280.0%ValueHighChicago, IL2026-10-22
Howard Bailey Securities, LLC
6,955$226.2K0.1%ETFMediumFort Wayne, IN2026-10-27
Focused Alpha, LLC
6,764$220.0K0.1%CoreMediumDenver, CO2026-10-20
Davenport & Co LLC
6,708$218.2K0.0%CoreMediumRichmond, VA2026-10-14
Elm3 Financial Group, LLC
6,648$216.3K0.1%GrowthMediumAlpharetta, GA2026-10-07
NWF Advisory Services Inc.
6,506$211.6K0.0%GARPLowLos Angeles, CA2026-10-19
Able Wealth Management LLC
6,368$211.0K0.0%ETFMediumToms River, NJ2026-10-13
Mather Group, Llc.
5,561$180.9K0.0%ETFMediumChicago, IL2026-10-14
Signature Equity Partners, LLC
5,544$180.3K0.1%GrowthMediumColumbus, OH2026-10-29
Reyes Financial Architecture, Inc.
4,905$159.6K0.1%ETFVery HighSan Diego, CA2026-10-22
Parallel Advisors, LLC
4,278$139.2K0.0%IndexLowSan Francisco, CA2026-11-03
Heritage Family Offices, LLP
3,403$110.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Raleigh Capital Management Inc.
3,087$100.4K0.0%CoreMediumCary, NC2026-10-28
Lloyd Advisory Services, Llc.
3,070$99.9K0.0%ETFVery HighSuwanee, GA2026-11-02
LFA - Lugano Financial Advisors SA
3,033$98.7K0.1%ETFLowLugano, Switzerland2026-11-03
EverSource Wealth Advisors, LLC
2,994$97.4K0.0%CoreMediumBirmingham, AL2026-11-04
MidAtlantic Capital Management, Inc.
2,903$94.4K0.1%ETFVery LowRichmond, VA2026-11-05
Rossby Financial, LCC
1,828$59.5K0.0%ETFMediumMelbourne, FL2026-11-05
Cullen T Bankers, Inc.
1,582$51.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Carota Wealth Management
1,275$41.5K0.0%CoreHighThompsons Station, TN2026-11-03
Harbor Investment Advisory, LLC
1,218$39.6K0.0%GrowthLowLutherville, MD2026-10-13
Capital Advisors, Ltd. LLC
1,178$380.0%ETFLowShaker Heights, OH2026-10-27
Canton Hathaway, LLC
984$32.0K0.0%ValueLowProvidence, RI2026-10-23
Signaturefd, LLC
822$26.7K0.0%IndexLowAtlanta, GA2026-10-23
Asset Dedication, LLC
622$20.2K0.0%ETFLowSan Francisco, CA2026-11-03
Quest 10 Wealth Builders, Inc.
542$17.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
TD Waterhouse Canada Inc.
435$14.3K0.0%CoreLowToronto, Australia2026-10-16
Tounjian Advisory Partners, LLC
340$11.1K0.0%GrowthHighFort Myers, FL2026-11-04
Blue Trust, Inc.
334$10.9K0.0%ETFLowBrentwood, TN2026-10-15
US Bancorp \de\
300$9.8K0.0%IndexLowMinneapolis, MN2026-11-05
Center for Financial Planning, Inc.
298$9.7K0.0%ETFLowSouthfied, MI2026-10-26
Kingdom Financial Group Llc.
250$8.1K0.0%ETFMediumPeoria, AZ2026-11-04
Assetmark, Inc
244$7.9K0.0%ETFLowConcord, CA2026-10-21
Lanark Financial, Inc.
235$7.6K0.0%CoreMediumBirmingham, AL2026-10-26
Brown, Lisle Ings, Inc.
229$7.4K0.0%CoreVery LowProvidence, RI2026-10-16
Acumen Wealth Advisors, LLC
173$5.6K0.0%GrowthHighChattanooga, TN2026-11-05
Buck Wealth Strategies, LLC
149$4.8K0.0%ValueMediumDenver, CO2026-10-28
Centerpoint Advisors, LLC
80$30.0%ETFVery LowNeedham, MA2026-11-05
Silver Grove Financial Group, Inc.
52$1.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Newton One Investments LLC
50$1.6K0.0%ETFVery LowNewark, DE2026-10-14
Decker Retirement Planning Inc.
35$1.1K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Abound Wealth Management
31$1.0K0.0%ETFVery LowFranklin, TN2026-10-26
Networth Advisors, LLC
21$6870.0%ETFMediumCanonsburg, PA2026-11-03