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Nuveen Amt-Fr Qlty Muni Inc (XNEAX)

CUSIP: 670657105 | US | 1036 institutional holders

Quarters

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

Hennion & Walsh Asset Management, Inc.1,842,345
0.5% of portfolio›$18.3M
Congress Park Capital LLC1,005,000
2.6% of portfolio›$10.0M
Melone Private Wealth, LLC988,236
3.9% of portfolio›$9.8M
Eagle Bluffs Wealth Management LLC770,684
2.7% of portfolio›$7.7M
Commonwealth Equity Services, LLC586,267
0.0% of portfolio›$5.8M
Kestra Advisory Services, LLC497,725
0.0% of portfolio›$5.0M
Cresta Advisors, Ltd.445,647
1.9% of portfolio›$4.4M
Verus Capital Partners, LLC371,048
0.2% of portfolio›$3.7M
Merit Financial Group, LLC363,312
0.0% of portfolio›$3.6M
Capital Investment Advisors, LLC304,992
0.0% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.245,320
0.0% of portfolio›$2.4K
Truist Financial Corp231,137
0.0% of portfolio›$2.3M
Lido Advisors, LLC230,857
0.0% of portfolio›$2.3M
Wakefield Asset Management Lllp218,513
0.5% of portfolio›$2.2M
Savant Capital, LLC160,872
0.0% of portfolio›$1.6M
Gill Capital Partners, LLC132,621
0.4% of portfolio›$1.3M
Prospera Financial Services Inc131,746
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC128,976
0.0% of portfolio›$1.3M
JFS Wealth Advisors, LLC123,068
0.1% of portfolio›$1.2M
Breakwater Capital Group121,950
0.1% of portfolio›$1.2M
Abel Hall, LLC120,000
0.2% of portfolio›$1.2M
Kercheville Advisors, LLC119,232
0.3% of portfolio›$1.2M
Wesbanco Bank Inc119,102
0.0% of portfolio›$1.2M
Silverlake Wealth Management LLC116,986
0.2% of portfolio›$1.2M
Venture Visionary Partners LLC116,176
0.0% of portfolio›$1.2M
PNC Financial Services Group, Inc.111,226
0.0% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC108,480
0.0% of portfolio›$1.1M
Davenport & Co LLC101,016
0.0% of portfolio›$1.0M
Childress Capital Advisors, LLC96,000
0.1% of portfolio›$955.2K
MBA Advisors LLC94,110
0.3% of portfolio›$936.4K
Avior Wealth Management, LLC91,144
0.0% of portfolio›$906.9K
Oppenheimer & Co Inc78,971
0.0% of portfolio›$785.8K
Whipplewood Advisors, LLC78,723
0.5% of portfolio›$783.3K
Integrity Wealth Partners, LLC72,224
0.6% of portfolio›$718.6K
Uniting Wealth Partners, LLC70,309
0.1% of portfolio›$704.4K
Creative Planning69,104
0.0% of portfolio›$687.6K
Fifth Third Bancorp68,649
0.0% of portfolio›$683.1K
Naples Global Advisors, LLC66,431
0.0% of portfolio›$665.5K
Redhawk Wealth Advisors, Inc.59,833
0.1% of portfolio›$595.3K
Wealth Alliance Advisory Group, LLC56,656
0.1% of portfolio›$563.7K
Aviance Capital Partners, LLC56,129
0.1% of portfolio›$558.5K
Altus Wealth Group LLC53,685
0.2% of portfolio›$534.2K
Lifetime Wealth Management P.C.53,500
0.3% of portfolio›$532.3K
Spire Wealth Management50,453
0.0% of portfolio›$502.0K
Myecfo, LLC49,900
0.2% of portfolio›$496.5K
Melfa Wealth Management, Inc.49,259
0.3% of portfolio›$490.1K
Clear Creek Financial Management, LLC48,672
0.0% of portfolio›$484.3K
Realta Investment Advisors48,152
0.1% of portfolio›$479.1K
HUB Investment Partners, LLC47,542
0.0% of portfolio›$473.0K
Balefire, LLC45,953
0.1% of portfolio›$457.2K
J.W. Cole Advisors, Inc.44,205
0.0% of portfolio›$439.8K
Rinkey Investments43,500
0.1% of portfolio›$432.8K
Cliftonlarsonallen Wealth Advisors, LLC41,260
0.0% of portfolio›$410.5K
Farther Finance Advisors, LLC39,675
0.0% of portfolio›$394.8K
Valen Private Capital, LLC38,489
0.1% of portfolio›$383.0K
AlphaCore Capital LLC38,207
0.0% of portfolio›$382.8K
Central Trust Co37,800
0.0% of portfolio›$376.1K
Mystic Asset Management, Inc.37,666
0.1% of portfolio›$374.8K
Ackerman Capital Advisors, LLC36,188
0.1% of portfolio›$360.1K
Artesa Financial Group, LLC35,928
0.3% of portfolio›$357.5K
Capital Management Associates, Inc35,448
0.1% of portfolio›$352.7K
Essential Investment Partners LLC34,500
0.2% of portfolio›$343.3K
Independent Financial Group, LLC34,135
0.0% of portfolio›$339.6K
US Bancorp \de\33,025
0.0% of portfolio›$328.6K
Gridiron Partners, LLC31,618
0.2% of portfolio›$314.6K
Chapin Davis, Inc.30,705
0.1% of portfolio›$305.5K
Successful Portfolios LLC29,514
0.1% of portfolio›$290.9K
MSH Capital Advisors LLC28,070
0.0% of portfolio›$279.3K
Fortitude Advisory Group L.L.C.27,454
0.1% of portfolio›$273.2K
Ashton Thomas Private Wealth, LLC26,425
0.0% of portfolio›$262.9K
Edgemoor Investment Advisors, Inc.24,942
0.0% of portfolio›$248.2K
Yanni & Associates Investment Advisors, LLC24,492
0.2% of portfolio›$243.7K
Duncker Streett & Co Inc24,000
0.0% of portfolio›$238.8K
King Luther Capital Management Corp23,602
0.0% of portfolio›$234.8K
Leisure Capital Management23,418
0.1% of portfolio›$233.0K
Indiana Trust & Investment Management Co23,000
0.1% of portfolio›$228.9K
CoreCap Advisors, LLC22,818
0.0% of portfolio›$227.0K
Harmony Asset Management LLC22,400
0.1% of portfolio›$222.9K
Retirement Planning Group, LLC21,578
0.0% of portfolio›$214.7K
Peddock Capital Advisors, LLC21,425
0.0% of portfolio›$213.2K
Leo Wealth, LLC20,813
0.0% of portfolio›$207.1K
Investors Asset Management of Georgia Inc20,009
0.1% of portfolio›$199.1K
New England Private Wealth Advisors LLC20,000
0.0% of portfolio›$199.0K
Kuhn & Co Investment Counsel19,882
0.1% of portfolio›$197.8K
Apollon Wealth Management, LLC19,468
0.0% of portfolio›$193.7K
Invariant Investment Management18,837
0.1% of portfolio›$190.1K
Virtue Asset Management LLC18,826
0.1% of portfolio›$187.3K
Great Lakes Retirement, Inc.18,736
0.0% of portfolio›$187.7K
BAR Harbor Wealth Management17,711
0.0% of portfolio›$176.2K
Sowell Financial Services LLC16,905
0.0% of portfolio›$168.2K
Parallel Advisors, LLC16,750
0.0% of portfolio›$166.7K
Smith Chas P & Associates PA Cpas16,634
0.0% of portfolio›$167.7K
Mezzasalma Advisors, LLC16,178
0.0% of portfolio›$161.0K
Altfest L J & Co Inc15,739
0.0% of portfolio›$156.6K
RFG Advisory, LLC15,733
0.0% of portfolio›$156.5K
Apeiron RIA LLC14,808
0.0% of portfolio›$149.3K
Sigma Planning Corp14,661
0.0% of portfolio›$145.9K
D.A. Davidson & Co.14,429
0.0% of portfolio›$143.6K
Daymark Wealth Partners, LLC14,388
0.0% of portfolio›$143.2K
Summit Financial Wealth Advisors, LLC14,250
0.0% of portfolio›$141.8K
B. Riley Wealth Advisors, Inc.14,116
0.0% of portfolio›$140.5K
Barry Investment Advisors, LLC13,588
0.0% of portfolio›$136.1K
MGO One Seven LLC13,557
0.0% of portfolio›$134.9K
Creative Financial Designs Inc13,144
0.0% of portfolio›$130.8K
XML Financial, LLC13,000
0.0% of portfolio›$129.4K
Intrua Financial, LLC12,550
0.0% of portfolio›$124.9K
Calamos Wealth Management LLC12,000
0.0% of portfolio›$119.4K
Capital Squared Financial LLC11,963
0.1% of portfolio›$119.0K
Insight Wealth Strategies, LLC11,889
0.0% of portfolio›$118.3K
SMH Capital Advisors Inc11,798
0.4% of portfolio›$117.4K
Toth Financial Advisory Corp11,689
0.0% of portfolio›$116.3K
Manske Wealth Management11,638
0.0% of portfolio›$115.8K
Uptown Financial Advisors LLC11,499
0.1% of portfolio›$114.4K
Park Avenue Securities LLC11,376
0.0% of portfolio›$113
Bank of New York Mellon Corp11,322
0.0% of portfolio›$112.7K
Total Clarity Wealth Management, Inc.11,318
0.0% of portfolio›$112.6K
Sheets Smith Wealth Management11,250
0.0% of portfolio›$111.9K
Citizens National Bank Trust Department11,200
0.0% of portfolio›$111.4K
Clean Yield Group10,971
0.0% of portfolio›$109.2K
Nations Financial Group Inc,10,644
0.0% of portfolio›$105.9K
Principle Wealth Partners LLC10,000
0.0% of portfolio›$99.5K
Future Financial Wealth Managment LLC10,000
0.1% of portfolio›$99.5K
Private Trust Co NA7,338
0.0% of portfolio›$73.0K
Lanark Financial, Inc.7,237
0.0% of portfolio›$72.0K
CX Institutional7,217
0.0% of portfolio›$72
Financial Management Professionals, Inc.6,386
0.0% of portfolio›$64.0K
Chung Wu Investment Group, LLC6,000
0.0% of portfolio›$59.7K
FNY Investment Advisers, LLC4,400
0.0% of portfolio›$43
Caldwell Trust Co4,032
0.0% of portfolio›$40.1K
Peterson Wealth Management3,897
0.0% of portfolio›$38.8K
Noble Wealth Management PBC3,249
0.0% of portfolio›$32.3K
Entrust Financial LLC2,727
0.0% of portfolio›$27.1K
Pinnacle Bancorp, Inc.2,130
0.0% of portfolio›$21.2K
Hilltop National Bank2,009
0.0% of portfolio›$20.0K
Trust Co of Vermont2,000
0.0% of portfolio›$19.9K
Salomon & Ludwin, LLC1,799
0.0% of portfolio›$17.9K
Ascentis Wealth Management, LLC1,515
0.0% of portfolio›$15.1K
Harbor Investment Advisory, LLC1,500
0.0% of portfolio›$14.9K
Pinnacle Wealth Planning Services, Inc.1,413
0.0% of portfolio›$14.1K
Virginia Estate & Retirement Planning Advisors Inc.1,200
0.0% of portfolio›$11.9K
Hanson & Doremus Investment Management930
0.0% of portfolio›$9
Community Financial Services Group, LLC761
0.0% of portfolio›$7.7K
IFP Advisors, Inc757
0.0% of portfolio›$7.5K
Piscataqua Savings Bank645
0.0% of portfolio›$6.4K
Moisand Fitzgerald Tamayo, LLC583
0.0% of portfolio›$5.8K
Signaturefd, LLC581
0.0% of portfolio›$5.8K
Larson Financial Group LLC519
0.0% of portfolio›$5.2K
Eastern Bank481
0.0% of portfolio›$4.8K
Highline Wealth Partners LLC450
0.0% of portfolio›$4.5K
Rossby Financial, LCC360
0.0% of portfolio›$3.6K
Blue Trust, Inc.327
0.0% of portfolio›$3.3K
Physician Wealth Advisors, Inc.108
0.0% of portfolio›$1.1K
Cassaday & Co Wealth Management LLC76
0.0% of portfolio›$757
WPG Advisers, LLC1
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
1,842,345$18.3M0.5%ValueMediumParsippany, NJ2026-10-13
Congress Park Capital LLC
1,005,000$10.0M2.6%ValueLowSaratoga Springs, NY2026-10-13
Melone Private Wealth, LLC
988,236$9.8M3.9%ETFMediumAuburn Hills, MI2026-10-16
Eagle Bluffs Wealth Management LLC
770,684$7.7M2.7%GARPVery LowColumbia, MO2026-10-20
Commonwealth Equity Services, LLC
586,267$5.8M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
497,725$5.0M0.0%CoreLowAustin, TX2026-11-02
Cresta Advisors, Ltd.
445,647$4.4M1.9%ETFVery LowLaredo, TX2026-10-14
Verus Capital Partners, LLC
371,048$3.7M0.2%GrowthLowScottsdale, AZ2026-11-03
Merit Financial Group, LLC
363,312$3.6M0.0%ETFLowAlpharetta, GA2026-11-06
Capital Investment Advisors, LLC
304,992$3.0M0.0%CoreLowAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
245,320$2.4K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
231,137$2.3M0.0%CoreLowCharlotte, NC2026-10-30
Lido Advisors, LLC
230,857$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Wakefield Asset Management Lllp
218,513$2.2M0.5%ValueMediumEnglewood, CO2026-11-05
Savant Capital, LLC
160,872$1.6M0.0%IndexVery LowRockford, IL2026-11-06
Gill Capital Partners, LLC
132,621$1.3M0.4%ETFLowDenver, CO2026-10-13
Prospera Financial Services Inc
131,746$1.4M0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
128,976$1.3M0.0%GrowthMediumTampa, FL2026-10-16
JFS Wealth Advisors, LLC
123,068$1.2M0.1%ETFVery LowHermitage, PA2026-11-03
Breakwater Capital Group
121,950$1.2M0.1%ETFLowParamus, NJ2026-10-09
Abel Hall, LLC
120,000$1.2M0.2%CoreMediumBaton Rouge, LA2026-10-19
Kercheville Advisors, LLC
119,232$1.2M0.3%GrowthMediumSan Antonio, TX2026-10-19
Wesbanco Bank Inc
119,102$1.2M0.0%CoreLowWheeling, WV2026-11-04
Silverlake Wealth Management LLC
116,986$1.2M0.2%ETFLowWilliston, VT2026-10-21
Venture Visionary Partners LLC
116,176$1.2M0.0%CoreLowSylvania, OH2026-10-07
PNC Financial Services Group, Inc.
111,226$1.1M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Wealth Enhancement Advisory Services, LLC
108,480$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Davenport & Co LLC
101,016$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Childress Capital Advisors, LLC
96,000$955.2K0.1%GARPMediumHouston, TX2026-10-28
MBA Advisors LLC
94,110$936.4K0.3%ETFLowHermitage, PA2026-10-29
Avior Wealth Management, LLC
91,144$906.9K0.0%ETFMediumOmaha, NE2026-10-13
Oppenheimer & Co Inc
78,971$785.8K0.0%CoreLowNew York, NY2026-10-26
Whipplewood Advisors, LLC
78,723$783.3K0.5%ETFLowLittleton, CO2026-10-20
Integrity Wealth Partners, LLC
72,224$718.6K0.6%ETFN/AWalnut Creek, CA2026-10-14
Uniting Wealth Partners, LLC
70,309$704.4K0.1%CoreMediumDenver, CO2026-11-06
Creative Planning
69,104$687.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
68,649$683.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Naples Global Advisors, LLC
66,431$665.5K0.0%CoreVery LowNaples, FL2026-11-05
Redhawk Wealth Advisors, Inc.
59,833$595.3K0.1%ETFHighMinneapolis, MN2026-10-14
Wealth Alliance Advisory Group, LLC
56,656$563.7K0.1%CoreLowWichita, KS2026-10-14
Aviance Capital Partners, LLC
56,129$558.5K0.1%CoreLowNaples, FL2026-10-29
Altus Wealth Group LLC
53,685$534.2K0.2%ETFLowColorado Springs, CO2026-10-20
Lifetime Wealth Management P.C.
53,500$532.3K0.3%YieldLowRockwall, TX2026-10-29
Spire Wealth Management
50,453$502.0K0.0%GrowthMediumMclean, VA2026-10-30
Myecfo, LLC
49,900$496.5K0.2%ETFVery LowLa Jolla, CA2026-10-14
Melfa Wealth Management, Inc.
49,259$490.1K0.3%YieldLowWestborough, MA2026-11-06
Clear Creek Financial Management, LLC
48,672$484.3K0.0%ETFMediumSilverdale, WA2026-10-28
Realta Investment Advisors
48,152$479.1K0.1%GrowthMediumWilmington, DE2026-10-14
HUB Investment Partners, LLC
47,542$473.0K0.0%GrowthLowAustin, TX2026-11-03
Balefire, LLC
45,953$457.2K0.1%ETFMediumDallas, TX2026-10-09
J.W. Cole Advisors, Inc.
44,205$439.8K0.0%IndexLowTampa, FL2026-11-05
Rinkey Investments
43,500$432.8K0.1%ETFLowSan Diego, CA2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
41,260$410.5K0.0%ETFLowMinneapolis, MN2026-10-14
Farther Finance Advisors, LLC
39,675$394.8K0.0%IndexLowSan Francisco, CA2026-10-08
Valen Private Capital, LLC
38,489$383.0K0.1%ETFN/APaoli, PA2026-10-23
AlphaCore Capital LLC
38,207$382.8K0.0%ETFLowLa Jolla, CA2026-11-04
Central Trust Co
37,800$376.1K0.0%CoreLowJefferson City, MO2026-11-05
Mystic Asset Management, Inc.
37,666$374.8K0.1%CoreVery LowWarwick, RI2026-10-15
Ackerman Capital Advisors, LLC
36,188$360.1K0.1%ETFLowDallas, TX2026-10-30
Artesa Financial Group, LLC
35,928$357.5K0.3%ETFLowConroe, TX2026-10-29
Capital Management Associates, Inc
35,448$352.7K0.1%ETFLowMinneapolis, MN2026-10-20
Essential Investment Partners LLC
34,500$343.3K0.2%GrowthLowEnglewood, CO2026-10-27
Independent Financial Group, LLC
34,135$339.6K0.0%GrowthLowSan Diego, CA2026-10-13
US Bancorp \de\
33,025$328.6K0.0%IndexLowMinneapolis, MN2026-11-05
Gridiron Partners, LLC
31,618$314.6K0.2%ETFLowWexford, PA2026-10-08
Chapin Davis, Inc.
30,705$305.5K0.1%GrowthHighBaltimore, MD2026-10-09
Successful Portfolios LLC
29,514$290.9K0.1%CoreVery LowClearwater, FL2026-10-09
MSH Capital Advisors LLC
28,070$279.3K0.0%CoreLowScottsdale, AZ2026-11-03
Fortitude Advisory Group L.L.C.
27,454$273.2K0.1%GrowthMediumGig Harbor, WA2026-10-15
Ashton Thomas Private Wealth, LLC
26,425$262.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Edgemoor Investment Advisors, Inc.
24,942$248.2K0.0%CoreVery LowBethesda, MD2026-11-03
Yanni & Associates Investment Advisors, LLC
24,492$243.7K0.2%ETFVery LowWexford, PA2026-10-14
Duncker Streett & Co Inc
24,000$238.8K0.0%GrowthLowSt. Louis, MO2026-10-27
King Luther Capital Management Corp
23,602$234.8K0.0%CoreLowFort Worth, TX2026-11-05
Leisure Capital Management
23,418$233.0K0.1%CoreLowCosta Mesa, CA2026-11-03
Indiana Trust & Investment Management Co
23,000$228.9K0.1%GrowthLowMishawaka, IN2026-10-22
CoreCap Advisors, LLC
22,818$227.0K0.0%ETFMediumSouthfield, MI2026-10-08
Harmony Asset Management LLC
22,400$222.9K0.1%GrowthMediumScottsdale, AZ2026-10-20
Retirement Planning Group, LLC
21,578$214.7K0.0%ETFVery LowLeawood, KS2026-10-19
Peddock Capital Advisors, LLC
21,425$213.2K0.0%GrowthLowBraintree, MA2026-10-16
Leo Wealth, LLC
20,813$207.1K0.0%CoreLowHurst, TX2026-10-26
Investors Asset Management of Georgia Inc
20,009$199.1K0.1%GARPLowAtlanta, GA2026-10-20
New England Private Wealth Advisors LLC
20,000$199.0K0.0%ETFVery LowWellesley, MA2026-10-19
Kuhn & Co Investment Counsel
19,882$197.8K0.1%CoreLowChicago, IL2026-10-29
Apollon Wealth Management, LLC
19,468$193.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Invariant Investment Management
18,837$190.1K0.1%ETFLowCamp Hill, PA2026-10-08
Virtue Asset Management LLC
18,826$187.3K0.1%CoreLowBarrington, IL2026-10-21
Great Lakes Retirement, Inc.
18,736$187.7K0.0%GrowthLowSandusky, OH2026-10-26
BAR Harbor Wealth Management
17,711$176.2K0.0%CoreLowConcord, NH2026-10-21
Sowell Financial Services LLC
16,905$168.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Parallel Advisors, LLC
16,750$166.7K0.0%IndexLowSan Francisco, CA2026-11-03
Smith Chas P & Associates PA Cpas
16,634$167.7K0.0%CoreVery LowLakeland, FL2026-10-22
Mezzasalma Advisors, LLC
16,178$161.0K0.0%GrowthLowTinton Falls, NJ2026-10-14
Altfest L J & Co Inc
15,739$156.6K0.0%ETFHighNew York, NY2026-10-27
RFG Advisory, LLC
15,733$156.5K0.0%ETFMediumBirmingham, AL2026-11-03
Apeiron RIA LLC
14,808$149.3K0.0%ETFMediumDallas, TX2026-10-08
Sigma Planning Corp
14,661$145.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
D.A. Davidson & Co.
14,429$143.6K0.0%CoreLowGreat Falls, MT2026-10-28
Daymark Wealth Partners, LLC
14,388$143.2K0.0%CoreLowCincinnati, OH2026-11-04
Summit Financial Wealth Advisors, LLC
14,250$141.8K0.0%ETFLowLafayette, LA2026-10-15
B. Riley Wealth Advisors, Inc.
14,116$140.5K0.0%GrowthLowMemphis, TN2026-10-13
Barry Investment Advisors, LLC
13,588$136.1K0.0%ETFLowNew Bedford, MA2026-10-14
MGO One Seven LLC
13,557$134.9K0.0%GrowthLowBeachwood, OH2026-10-28
Creative Financial Designs Inc
13,144$130.8K0.0%ETFMediumKokomo, IN2026-11-04
XML Financial, LLC
13,000$129.4K0.0%ETFLowBethesda, MD2026-10-29
Intrua Financial, LLC
12,550$124.9K0.0%ETFMediumHouston, TX2026-10-28
Calamos Wealth Management LLC
12,000$119.4K0.0%GrowthMediumNaperville, IL2026-11-02
Capital Squared Financial LLC
11,963$119.0K0.1%ETFVery LowRockville, MD2026-10-30
Insight Wealth Strategies, LLC
11,889$118.3K0.0%ETFHighSan Ramon, CA2026-10-09
SMH Capital Advisors Inc
11,798$117.4K0.4%YieldMediumFort Worth, TX2026-10-29
Toth Financial Advisory Corp
11,689$116.3K0.0%CoreLowLeesburg, VA2026-10-08
Manske Wealth Management
11,638$115.8K0.0%ValueVery LowHouston, TX2026-10-26
Uptown Financial Advisors LLC
11,499$114.4K0.1%ETFVery LowDallas, TX2026-10-15
Park Avenue Securities LLC
11,376$1130.0%ETFMediumNew York, NY2026-10-26
Bank of New York Mellon Corp
11,322$112.7K0.0%CoreLowNew York, NY2026-11-05
Total Clarity Wealth Management, Inc.
11,318$112.6K0.0%ETFMediumSt. Charles, IL2026-10-26
Sheets Smith Wealth Management
11,250$111.9K0.0%CoreLowWinston-Salem, NC2026-10-16
Citizens National Bank Trust Department
11,200$111.4K0.0%CoreVery LowMeridian, MS2026-11-04
Clean Yield Group
10,971$109.2K0.0%CoreLowNorwich, VT2026-10-28
Nations Financial Group Inc,
10,644$105.9K0.0%CoreLowCedar Rapids, IA2026-11-05
Principle Wealth Partners LLC
10,000$99.5K0.0%CoreVery LowMadison, CT2026-11-02
Future Financial Wealth Managment LLC
10,000$99.5K0.1%ETFMediumCincinnati, OH2026-10-15
Private Trust Co NA
7,338$73.0K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
7,237$72.0K0.0%CoreMediumBirmingham, AL2026-10-26
CX Institutional
7,217$720.0%CoreMediumAuburn, IN2026-10-02
Financial Management Professionals, Inc.
6,386$64.0K0.0%ETFMediumAustin, TX2026-10-23
Chung Wu Investment Group, LLC
6,000$59.7K0.0%GrowthMediumSugar Land, TX2026-11-03
FNY Investment Advisers, LLC
4,400$430.0%GrowthVery HighNew York, NY2026-10-16
Caldwell Trust Co
4,032$40.1K0.0%GrowthLowVenice, FL2026-10-30
Peterson Wealth Management
3,897$38.8K0.0%ETFMediumSparks, NV2026-11-06
Noble Wealth Management PBC
3,249$32.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Entrust Financial LLC
2,727$27.1K0.0%ETFLowWayne, PA2026-11-04
Pinnacle Bancorp, Inc.
2,130$21.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Hilltop National Bank
2,009$20.0K0.0%CoreLowCasper, WY2026-10-14
Trust Co of Vermont
2,000$19.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Salomon & Ludwin, LLC
1,799$17.9K0.0%ETFVery LowRichmond, VA2026-10-29
Ascentis Wealth Management, LLC
1,515$15.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Harbor Investment Advisory, LLC
1,500$14.9K0.0%GrowthLowLutherville, MD2026-10-13
Pinnacle Wealth Planning Services, Inc.
1,413$14.1K0.0%GARPLowMansfield, OH2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
1,200$11.9K0.0%ETFLowGlen Allen, VA2026-10-14
Hanson & Doremus Investment Management
930$90.0%CoreVery LowBurlington, VT2026-10-16
Community Financial Services Group, LLC
761$7.7K0.0%GrowthLowNewport, VT2026-10-15
IFP Advisors, Inc
757$7.5K0.0%GrowthLowTampa, FL2026-10-16
Piscataqua Savings Bank
645$6.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
Moisand Fitzgerald Tamayo, LLC
583$5.8K0.0%ETFVery LowOrlando, FL2026-10-15
Signaturefd, LLC
581$5.8K0.0%IndexLowAtlanta, GA2026-10-23
Larson Financial Group LLC
519$5.2K0.0%GrowthLowSt Louis, MO2026-11-05
Eastern Bank
481$4.8K0.0%GrowthMediumBoston, MA2026-10-05
Highline Wealth Partners LLC
450$4.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Rossby Financial, LCC
360$3.6K0.0%ETFMediumMelbourne, FL2026-11-05
Blue Trust, Inc.
327$3.3K0.0%ETFLowBrentwood, TN2026-10-15
Physician Wealth Advisors, Inc.
108$1.1K0.0%ETFMediumMidvale, UT2026-10-20
Cassaday & Co Wealth Management LLC
76$7570.0%ETFVery LowMclean, VA2026-10-27
WPG Advisers, LLC
1$100.0%CoreLowBaltimore, MD2026-10-27