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Nuveen ESG Lrg-Cap GRW ETF (NULG)

CUSIP: 67092P201 | NYSE | 540 institutional holders

Quarters

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

Commonwealth Equity Services, LLC733,020
0.1% of portfolio›$83.3M
Cambridge Investment Research Advisors, Inc.216,493
0.0% of portfolio›$24.6K
RVW Wealth, LLC130,537
1.0% of portfolio›$14.8M
Mission Wealth Management, LP99,208
0.2% of portfolio›$11.3M
Wealth Enhancement Advisory Services, LLC97,527
0.0% of portfolio›$11.2M
Laurel Wealth Planning LLC83,564
4.1% of portfolio›$9.5M
Assetmark, Inc56,405
0.0% of portfolio›$6.4M
Keybank National Association45,797
0.0% of portfolio›$5.2M
True Blue Financial, LLC43,968
1.8% of portfolio›$5.0M
Impact Investors, Inc43,802
8.3% of portfolio›$5.0M
Kestra Advisory Services, LLC41,733
0.0% of portfolio›$4.7M
DeDora Capital, Inc.38,073
1.0% of portfolio›$4.3M
Ascentis Independent Advisors33,482
0.2% of portfolio›$3.8M
Oppenheimer Asset Management Inc.29,009
0.0% of portfolio›$3.3M
Equita Financial Network, Inc.27,435
0.9% of portfolio›$3.1M
Mascoma Wealth Management LLC25,983
0.5% of portfolio›$3.0M
Bokf, NA24,816
0.0% of portfolio›$2.8M
Scott Capital Advisors, LLC24,807
0.4% of portfolio›$2.9M
Clarity Asset Management, Inc.22,185
1.2% of portfolio›$2.5M
Revolve Wealth Partners, LLC22,025
0.3% of portfolio›$2.5M
J.Safra Asset Management Corp20,058
0.1% of portfolio›$2.3M
Financial Insights, Inc.19,762
0.6% of portfolio›$2.2M
Farther Finance Advisors, LLC19,332
0.0% of portfolio›$2.2M
Bond & Devick Financial Network, Inc.19,172
0.5% of portfolio›$2.2M
CGN Advisors LLC18,233
0.2% of portfolio›$2.1M
CX Institutional18,019
0.1% of portfolio›$2.0K
HB Wealth Management, LLC17,762
0.0% of portfolio›$2.0M
Kingswood Wealth Advisors, LLC17,292
0.1% of portfolio›$2.0M
SBE LLC DBA Cedar Cove Wealth Partners16,713
0.9% of portfolio›$1.9M
Flagship Harbor Advisors, LLC15,927
0.1% of portfolio›$1.8M
Ethic Inc.15,690
0.0% of portfolio›$1.8M
XY Planning Network, Inc.15,571
0.2% of portfolio›$1.8M
MFA Wealth Advisors, LLC14,585
0.3% of portfolio›$1.7M
Signature Estate & Investment Advisors LLC13,698
0.0% of portfolio›$1.6M
Mirae Asset Global Investments Co., Ltd.13,600
0.0% of portfolio›$1.5M
First Pacific Financial13,528
0.2% of portfolio›$1.5M
Heck Capital Advisors, LLC13,522
0.1% of portfolio›$1.5M
Greenup Street Wealth Management LLC12,001
0.2% of portfolio›$1.4M
LexAurum Advisors, LLC11,933
0.2% of portfolio›$1.4M
Park Avenue Securities LLC11,901
0.0% of portfolio›$1.4K
CJM Wealth Advisers, Ltd.11,655
0.3% of portfolio›$1.3M
Curtis Advisory Group, LLC11,426
0.2% of portfolio›$1.3M
Verus Capital Partners, LLC11,179
0.1% of portfolio›$1.3M
White Lighthouse Investment Management Inc.10,131
0.1% of portfolio›$1.2M
Colorado Capital Management, Inc.9,630
0.0% of portfolio›$1.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,939
0.0% of portfolio›$1.0M
Creative Planning8,876
0.0% of portfolio›$1.0M
Apollon Wealth Management, LLC8,865
0.0% of portfolio›$1.0M
Focus Financial Network, Inc.8,403
0.0% of portfolio›$955.3K
Birchwood Financial Partners, Inc.8,361
0.7% of portfolio›$950.5K
Zenith Solutions, Inc.8,232
0.8% of portfolio›$935.9K
May Hill Capital, LLC7,998
0.2% of portfolio›$909.3K
Marshall & Sterling Wealth Advisors Inc.7,995
0.5% of portfolio›$908.9K
Aprio Wealth Management, LLC7,611
0.0% of portfolio›$865.3K
Walkner Condon Financial Advisors LLC7,524
0.1% of portfolio›$855.5K
Truist Financial Corp7,448
0.0% of portfolio›$846.8K
RMG Wealth Management LLC7,337
0.1% of portfolio›$804.0K
McAdam, LLC7,245
0.0% of portfolio›$823.7K
Maia Wealth LLC7,154
0.1% of portfolio›$813.3K
Vicus Capital7,136
0.1% of portfolio›$811.3K
Refined Wealth Management6,908
0.4% of portfolio›$785.4K
Sage Financial Group Inc6,656
0.0% of portfolio›$756.7K
Fifth Third Wealth Advisors LLC6,634
0.0% of portfolio›$754.2K
Prism Advisors, Inc.6,615
0.2% of portfolio›$759.0K
Opal Wealth Advisors, LLC6,457
0.2% of portfolio›$734.1K
Blueline Advisors LLC6,454
0.5% of portfolio›$733.8K
Paulson Wealth Management Inc.6,365
0.2% of portfolio›$723.6K
RTD Financial Advisors, Inc.6,105
0.1% of portfolio›$694.1K
RAM Investment Partners, LLC6,062
0.1% of portfolio›$689.2K
Marino, Stram & Associates LLC5,735
0.1% of portfolio›$652.0K
SAX Wealth Advisors, LLC5,590
0.0% of portfolio›$635.5K
Vise Technologies, Inc.5,559
0.0% of portfolio›$632.0K
Ddfg, Inc5,446
0.1% of portfolio›$619.2K
Old Peak Finance LLC5,240
0.3% of portfolio›$595.7K
Fulton Breakefield Broenniman LLC5,051
0.0% of portfolio›$574.2K
Basso Capital Management, L.P.4,943
0.1% of portfolio›$562.0K
D.A. Davidson & Co.4,894
0.0% of portfolio›$556.4K
Golden State Wealth Management, LLC4,817
0.0% of portfolio›$547.7K
Trademark Financial Management, LLC4,788
0.2% of portfolio›$544.4K
Emergent Wealth Advisors, LLC4,687
0.3% of portfolio›$532.9K
VestGen Advisors, LLC4,687
0.0% of portfolio›$532.9K
ETF Portfolio Partners, Inc.4,601
0.1% of portfolio›$523.1K
Avantax Planning Partners, Inc.4,593
0.0% of portfolio›$522.2K
Rede Wealth, LLC4,514
0.2% of portfolio›$513.2K
Beacon Bank & Trust4,503
0.1% of portfolio›$511.9K
Principle Wealth Partners LLC4,488
0.0% of portfolio›$510.4K
JGP Wealth Management, LLC4,485
0.0% of portfolio›$509.9K
American Financial & TAX Strategies Inc4,397
0.2% of portfolio›$499.9K
Parcion Private Wealth LLC4,357
0.0% of portfolio›$495.3K
Wingate Wealth Advisors, Inc.4,279
0.2% of portfolio›$486.5K
Focused Wealth Management, Inc4,187
0.0% of portfolio›$476.0K
Sterling Group Wealth Management, LLC4,093
0.2% of portfolio›$465.3K
Trust Co4,026
0.0% of portfolio›$457.7K
Clearview Wealth Management LLC3,976
0.3% of portfolio›$453.8K
Triad Wealth Partners, LLC3,854
0.0% of portfolio›$438.2K
Curry Webb Wealth Management LLC3,830
0.2% of portfolio›$448.3K
Fingerlakes Wealth Management, Inc.3,732
0.2% of portfolio›$424.3K
Monument Group Wealth Advisors, LLC3,673
0.2% of portfolio›$417.6K
USAdvisors Wealth Management, LLC3,611
0.0% of portfolio›$410
Cornerstone Planning Group LLC3,593
0.1% of portfolio›$414.7K
Inspirion Wealth Advisors, LLC3,564
0.0% of portfolio›$405.2K
Diversify Advisory Services, LLC3,546
0.0% of portfolio›$398.6K
Diversify Wealth Management, LLC3,546
0.0% of portfolio›$398.6K
Crane Advisory, LLC3,418
0.1% of portfolio›$397.0K
First Citizens Bank & Trust Co3,418
0.0% of portfolio›$388.6K
Quantum Financial Planning Services, Inc.3,316
0.1% of portfolio›$377.0K
Parkside Financial Bank & Trust3,300
0.0% of portfolio›$375.2K
Snider Financial Group3,273
0.1% of portfolio›$372.1K
Clear Creek Financial Management, LLC3,245
0.0% of portfolio›$368.9K
Financial Life Advisors3,231
0.1% of portfolio›$367.3K
RFG Advisory, LLC3,126
0.0% of portfolio›$355.4K
Flynn Zito Capital Management, LLC3,119
0.1% of portfolio›$354.6K
Independent Financial Group, LLC3,062
0.0% of portfolio›$348.1K
71 West Capital Partners3,061
0.0% of portfolio›$348.0K
Perigon Wealth Management, LLC3,044
0.0% of portfolio›$346.1K
Montis Financial, LLC2,996
0.1% of portfolio›$340.6K
Wolff Financial Management LLC2,994
0.1% of portfolio›$340.4K
Lido Advisors, LLC2,928
0.0% of portfolio›$332.9K
Lifelong Wealth Advisors, Inc.2,886
0.1% of portfolio›$328.1K
Novem Group2,646
0.0% of portfolio›$300.8K
Diversified Enterprises, LLC2,632
0.0% of portfolio›$299.3K
Bath Savings Trust Co2,565
0.0% of portfolio›$291.6K
Sentinel Advisory Group, LLC2,537
0.1% of portfolio›$288.4K
Occidental Asset Management, LLC2,516
0.0% of portfolio›$286.0K
Private Wealth Management Group, LLC2,494
0.1% of portfolio›$283.5K
Lockerman Financial Group, Inc.2,491
0.4% of portfolio›$283.2K
Northwest Wealth Advisors, LLC2,484
0.1% of portfolio›$282.4K
Skyline Advisors, Inc.2,470
0.1% of portfolio›$280.8K
SFM, LLC d/b/a Sweeney Financial Advisors2,424
0.1% of portfolio›$275.6K
Clarity Wealth Development LLC2,322
0.1% of portfolio›$264.0K
Stonebridge Financial Group, LLC2,290
0.0% of portfolio›$260.4K
Riverwater Partners LLC2,238
0.1% of portfolio›$254.4K
Aire Advisors, LLC2,203
0.0% of portfolio›$250.5K
Sigma Planning Corp2,150
0.0% of portfolio›$244.4K
Stewardship Advisors, LLC2,128
0.1% of portfolio›$241.9K
KPP Advisory Services LLC2,099
0.0% of portfolio›$238.6K
Trust Co of Vermont1,959
0.0% of portfolio›$222.7K
Ramiah Investment Group1,936
0.2% of portfolio›$220.1K
Equity Wealth Partners, LLC1,914
0.1% of portfolio›$217.6K
Atria Investments, Inc1,768
0.0% of portfolio›$201.0K
Citigroup Inc1,755
0.0% of portfolio›$199.5K
Princeton Global Asset Management LLC1,674
0.0% of portfolio›$190.3K
Dhjj Financial Advisors, Ltd.1,532
0.0% of portfolio›$174.2K
Ashton Thomas Private Wealth, LLC1,525
0.0% of portfolio›$173.3K
Investors Research Corp1,497
0.0% of portfolio›$170.2K
MidAtlantic Capital Management, Inc.1,396
0.1% of portfolio›$158.7K
CoreCap Advisors, LLC1,342
0.0% of portfolio›$152.6K
Triumph Capital Management1,342
0.0% of portfolio›$152.6K
Quaker Wealth Management, LLC1,331
0.0% of portfolio›$151.3K
Harbor Asset Planning, Inc.1,208
0.1% of portfolio›$137.4K
Creative Financial Designs Inc1,208
0.0% of portfolio›$137.3K
Cassaday & Co Wealth Management LLC983
0.0% of portfolio›$111.8K
Wealth Enhancement Trust Services, Inc.920
0.0% of portfolio›$104.6K
Cape Investment Advisory, Inc.805
0.0% of portfolio›$91.5K
Hanson & Doremus Investment Management762
0.0% of portfolio›$87
Frankly Finances, LLC748
0.1% of portfolio›$85.0K
Cherry Tree Wealth Management, LLC747
0.0% of portfolio›$84.9K
Archer Investment Corp742
0.0% of portfolio›$84.3K
Alpine Bank Wealth Management672
0.0% of portfolio›$76.4K
Signaturefd, LLC610
0.0% of portfolio›$69.4K
Burk Holdings LLC542
0.0% of portfolio›$61.6K
Sunrise Financial Services, LLC503
0.0% of portfolio›$57.2K
Cdkv Holdings LLC450
0.0% of portfolio›$51.2K
Kingdom Financial Group Llc.378
0.0% of portfolio›$43.0K
Hickory Point Bank & Trust267
0.0% of portfolio›$30.4K
Westside Investment Management, Inc.265
0.0% of portfolio›$30.1K
Eastern Bank263
0.0% of portfolio›$29.9K
IFP Advisors, Inc242
0.0% of portfolio›$27.5K
Quest 10 Wealth Builders, Inc.207
0.0% of portfolio›$23.5K
EverSource Wealth Advisors, LLC99
0.0% of portfolio›$11.3K
Hurley Capital, LLC25
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
733,020$83.3M0.1%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
216,493$24.6K0.0%ETFLowFairfield, IA2026-11-02
RVW Wealth, LLC
130,537$14.8M1.0%ETFVery LowLos Angeles, CA2026-10-06
Mission Wealth Management, LP
99,208$11.3M0.2%ETFLowSanta Barbara, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
97,527$11.2M0.0%CoreLowPlymouth, MN2026-10-13
Laurel Wealth Planning LLC
83,564$9.5M4.1%ETFLowEdina, MN2026-11-02
Assetmark, Inc
56,405$6.4M0.0%ETFLowConcord, CA2026-10-21
Keybank National Association
45,797$5.2M0.0%CoreLowBrooklyn, OH2026-11-04
True Blue Financial, LLC
43,968$5.0M1.8%ETFLowStevensville, MI2026-10-15
Impact Investors, Inc
43,802$5.0M8.3%ETFLowSan Francisco, CA2026-11-02
Kestra Advisory Services, LLC
41,733$4.7M0.0%CoreLowAustin, TX2026-11-02
DeDora Capital, Inc.
38,073$4.3M1.0%ETFVery LowNapa, CA2026-10-26
Ascentis Independent Advisors
33,482$3.8M0.2%ETFLowDallas, TX2026-11-03
Oppenheimer Asset Management Inc.
29,009$3.3M0.0%CoreMediumNew York, NY2026-10-27
Equita Financial Network, Inc.
27,435$3.1M0.9%ETFLowFort Washington, PA2026-10-19
Mascoma Wealth Management LLC
25,983$3.0M0.5%ETFVery LowHanover, NH2026-10-23
Bokf, NA
24,816$2.8M0.0%CoreLowTulsa, OK2026-10-27
Scott Capital Advisors, LLC
24,807$2.9M0.4%ETFVery LowPortland, OR2026-10-13
Clarity Asset Management, Inc.
22,185$2.5M1.2%ETFHighAmes, IA2026-10-14
Revolve Wealth Partners, LLC
22,025$2.5M0.3%ETFVery LowHackensack, NJ2026-10-23
J.Safra Asset Management Corp
20,058$2.3M0.1%ETFLowNew York, NY2026-11-03
Financial Insights, Inc.
19,762$2.2M0.6%ETFLowTacoma, WA2026-10-27
Farther Finance Advisors, LLC
19,332$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
Bond & Devick Financial Network, Inc.
19,172$2.2M0.5%ETFVery LowSt. Louis Park, MN2026-10-23
CGN Advisors LLC
18,233$2.1M0.2%ETFLowManhattan, KS2026-10-21
CX Institutional
18,019$2.0K0.1%CoreMediumAuburn, IN2026-10-02
HB Wealth Management, LLC
17,762$2.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Kingswood Wealth Advisors, LLC
17,292$2.0M0.1%GrowthLowSan Diego, CA2026-10-23
SBE LLC DBA Cedar Cove Wealth Partners
16,713$1.9M0.9%ETFMediumBloomington, MN2026-10-15
Flagship Harbor Advisors, LLC
15,927$1.8M0.1%ETFMediumBoston, MA2026-10-26
Ethic Inc.
15,690$1.8M0.0%CoreLowNew York, NY2026-11-03
XY Planning Network, Inc.
15,571$1.8M0.2%ETFLowBozeman, MT2026-10-14
MFA Wealth Advisors, LLC
14,585$1.7M0.3%ETFMediumPittsburgh, PA2026-10-07
Signature Estate & Investment Advisors LLC
13,698$1.6M0.0%ETFMediumLos Angeles, CA2026-10-13
Mirae Asset Global Investments Co., Ltd.
13,600$1.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
First Pacific Financial
13,528$1.5M0.2%ETFLowVancouver, WA2026-10-14
Heck Capital Advisors, LLC
13,522$1.5M0.1%ETFMediumRhinelander, WI2026-10-14
Greenup Street Wealth Management LLC
12,001$1.4M0.2%ETFMediumOverland Park, KS2026-10-28
LexAurum Advisors, LLC
11,933$1.4M0.2%ETFLowOverland Park, KS2026-10-19
Park Avenue Securities LLC
11,901$1.4K0.0%ETFMediumNew York, NY2026-10-26
CJM Wealth Advisers, Ltd.
11,655$1.3M0.3%ETFVery LowFalls Church, VA2026-10-27
Curtis Advisory Group, LLC
11,426$1.3M0.2%ETFLowSanta Barbara, CA2026-10-28
Verus Capital Partners, LLC
11,179$1.3M0.1%GrowthLowScottsdale, AZ2026-11-03
White Lighthouse Investment Management Inc.
10,131$1.2M0.1%ETFVery LowBedford, MA2026-10-21
Colorado Capital Management, Inc.
9,630$1.1K0.0%ETFVery LowBoulder, CO2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
8,939$1.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Creative Planning
8,876$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Apollon Wealth Management, LLC
8,865$1.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Focus Financial Network, Inc.
8,403$955.3K0.0%ETFLowMinneapolis, MN2026-10-14
Birchwood Financial Partners, Inc.
8,361$950.5K0.7%ETFVery LowBloomington, MN2026-11-02
Zenith Solutions, Inc.
8,232$935.9K0.8%ETFN/APhiladelphia, PA2026-10-19
May Hill Capital, LLC
7,998$909.3K0.2%ETFLowCohasset, MA2026-11-03
Marshall & Sterling Wealth Advisors Inc.
7,995$908.9K0.5%ETFMediumPoughkeepsie, NY2026-10-28
Aprio Wealth Management, LLC
7,611$865.3K0.0%ETFMediumAtlanta, GA2026-10-28
Walkner Condon Financial Advisors LLC
7,524$855.5K0.1%ETFLowVerona, WI2026-11-02
Truist Financial Corp
7,448$846.8K0.0%CoreLowCharlotte, NC2026-10-30
RMG Wealth Management LLC
7,337$804.0K0.1%ETFVery HighPlatteville, WI2026-10-26
McAdam, LLC
7,245$823.7K0.0%ETFLowPhiladelphia, PA2026-10-21
Maia Wealth LLC
7,154$813.3K0.1%ETFMediumDenver, CO2026-10-19
Vicus Capital
7,136$811.3K0.1%ETFMediumState College, PA2026-11-05
Refined Wealth Management
6,908$785.4K0.4%ETFMediumSalt Lake City, UT2026-10-13
Sage Financial Group Inc
6,656$756.7K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Fifth Third Wealth Advisors LLC
6,634$754.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Prism Advisors, Inc.
6,615$759.0K0.2%ETFMediumStudio City, CA2026-10-09
Opal Wealth Advisors, LLC
6,457$734.1K0.2%ETFLowJericho, NY2026-10-16
Blueline Advisors LLC
6,454$733.8K0.5%ETFLowExeter, NH2026-10-15
Paulson Wealth Management Inc.
6,365$723.6K0.2%ETFLowWest Palm Beach, FL2026-11-02
RTD Financial Advisors, Inc.
6,105$694.1K0.1%ETFLowPhiladelphia, PA2026-10-09
RAM Investment Partners, LLC
6,062$689.2K0.1%ETFLowBellevue, WA2026-10-21
Marino, Stram & Associates LLC
5,735$652.0K0.1%ETFVery LowBraintree, MA2026-10-22
SAX Wealth Advisors, LLC
5,590$635.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Vise Technologies, Inc.
5,559$632.0K0.0%IndexLowNew York, NY2026-10-29
Ddfg, Inc
5,446$619.2K0.1%ETFLowThousand Oaks, CA2026-10-15
Old Peak Finance LLC
5,240$595.7K0.3%ETFVery LowChapel Hill, NC2026-11-02
Fulton Breakefield Broenniman LLC
5,051$574.2K0.0%GrowthLowBethesda, MD2026-11-03
Basso Capital Management, L.P.
4,943$562.0K0.1%ETFMediumStamford, CT2026-10-30
D.A. Davidson & Co.
4,894$556.4K0.0%CoreLowGreat Falls, MT2026-10-28
Golden State Wealth Management, LLC
4,817$547.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Trademark Financial Management, LLC
4,788$544.4K0.2%ETFMediumBloomington, MN2026-10-23
Emergent Wealth Advisors, LLC
4,687$532.9K0.3%ETFMediumWilliamsville, NY2026-10-09
VestGen Advisors, LLC
4,687$532.9K0.0%GrowthMediumChicago, IL2026-10-27
ETF Portfolio Partners, Inc.
4,601$523.1K0.1%ETFVery LowLeawood, KS2026-10-22
Avantax Planning Partners, Inc.
4,593$522.2K0.0%ETFLowDubuque, IA2026-11-03
Rede Wealth, LLC
4,514$513.2K0.2%ValueMediumCharlottesville, VA2026-10-22
Beacon Bank & Trust
4,503$511.9K0.1%CoreMediumBoston, MA2026-10-27
Principle Wealth Partners LLC
4,488$510.4K0.0%CoreVery LowMadison, CT2026-11-02
JGP Wealth Management, LLC
4,485$509.9K0.0%CoreLowBend, OR2026-10-13
American Financial & TAX Strategies Inc
4,397$499.9K0.2%ETFVery LowNew York, NY2026-10-16
Parcion Private Wealth LLC
4,357$495.3K0.0%CoreMediumBellevue, WA2026-10-28
Wingate Wealth Advisors, Inc.
4,279$486.5K0.2%ETFVery LowLexington, MA2026-10-26
Focused Wealth Management, Inc
4,187$476.0K0.0%ETFLowNewburgh, NY2026-10-30
Sterling Group Wealth Management, LLC
4,093$465.3K0.2%ETFLowPasadena, CA2026-11-03
Trust Co
4,026$457.7K0.0%ETFVery LowManhattan, KS2026-10-09
Clearview Wealth Management LLC
3,976$453.8K0.3%ETFLowIrvine, CA2026-10-16
Triad Wealth Partners, LLC
3,854$438.2K0.0%ETFMediumLawrence, KS2026-10-26
Curry Webb Wealth Management LLC
3,830$448.3K0.2%ETFLowIndianapolis, IN2026-10-22
Fingerlakes Wealth Management, Inc.
3,732$424.3K0.2%ETFVery LowIthaca, NY2026-11-04
Monument Group Wealth Advisors, LLC
3,673$417.6K0.2%ETFHighConcord, MA2026-10-21
USAdvisors Wealth Management, LLC
3,611$4100.0%ETFLowEden Prairie, MN2026-10-21
Cornerstone Planning Group LLC
3,593$414.7K0.1%ETFMediumFairfield, NJ2026-10-16
Inspirion Wealth Advisors, LLC
3,564$405.2K0.0%ETFMediumLibertyville, IL2026-10-09
Diversify Advisory Services, LLC
3,546$398.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
3,546$398.6K0.0%GrowthMediumSandy, UT2026-10-20
Crane Advisory, LLC
3,418$397.0K0.1%ETFVery LowFullerton, CA2026-10-13
First Citizens Bank & Trust Co
3,418$388.6K0.0%CoreMediumRaleigh, NC2026-10-14
Quantum Financial Planning Services, Inc.
3,316$377.0K0.1%ETFVery LowSpokane, WA2026-10-14
Parkside Financial Bank & Trust
3,300$375.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Snider Financial Group
3,273$372.1K0.1%GrowthLowBellevue, WA2026-10-16
Clear Creek Financial Management, LLC
3,245$368.9K0.0%ETFMediumSilverdale, WA2026-10-28
Financial Life Advisors
3,231$367.3K0.1%ETFLowSan Antonio, TX2026-10-14
RFG Advisory, LLC
3,126$355.4K0.0%ETFMediumBirmingham, AL2026-11-03
Flynn Zito Capital Management, LLC
3,119$354.6K0.1%ETFLowGarden City, NY2026-11-04
Independent Financial Group, LLC
3,062$348.1K0.0%GrowthLowSan Diego, CA2026-10-13
71 West Capital Partners
3,061$348.0K0.0%IndexVery LowBoston, MA2026-11-04
Perigon Wealth Management, LLC
3,044$346.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Montis Financial, LLC
2,996$340.6K0.1%ETFLowWaltham, MA2026-11-04
Wolff Financial Management LLC
2,994$340.4K0.1%ETFVery LowKalamazoo, MI2026-10-23
Lido Advisors, LLC
2,928$332.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Lifelong Wealth Advisors, Inc.
2,886$328.1K0.1%ETFLowArden Hills, MN2026-10-19
Novem Group
2,646$300.8K0.0%ETFMediumRochester, NY2026-10-19
Diversified Enterprises, LLC
2,632$299.3K0.0%ETFVery LowWilmington, DE2026-10-19
Bath Savings Trust Co
2,565$291.6K0.0%CoreLowBath, ME2026-10-07
Sentinel Advisory Group, LLC
2,537$288.4K0.1%ETFVery LowMiddleton, WI2026-10-20
Occidental Asset Management, LLC
2,516$286.0K0.0%GrowthLowBurlingame, CA2026-11-05
Private Wealth Management Group, LLC
2,494$283.5K0.1%ETFLowPrinceton, NJ2026-10-19
Lockerman Financial Group, Inc.
2,491$283.2K0.4%ETFMediumNewport Beach, CA2026-10-19
Northwest Wealth Advisors, LLC
2,484$282.4K0.1%ETFVery LowBellingham, WA2026-11-02
Skyline Advisors, Inc.
2,470$280.8K0.1%ETFMediumBellingham, WA2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
2,424$275.6K0.1%ETFLowBedford, NH2026-10-14
Clarity Wealth Development LLC
2,322$264.0K0.1%ETFLowCorvallis, OR2026-10-22
Stonebridge Financial Group, LLC
2,290$260.4K0.0%ETFMediumWormleysburg, PA2026-10-01
Riverwater Partners LLC
2,238$254.4K0.1%ValueMediumMilwaukee, WI2026-11-03
Aire Advisors, LLC
2,203$250.5K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Sigma Planning Corp
2,150$244.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Stewardship Advisors, LLC
2,128$241.9K0.1%ETFMediumMount Joy, PA2026-10-20
KPP Advisory Services LLC
2,099$238.6K0.0%GrowthMediumLouisville, KY2026-10-26
Trust Co of Vermont
1,959$222.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Ramiah Investment Group
1,936$220.1K0.2%ETFHighBrookfield, WI2026-10-20
Equity Wealth Partners, LLC
1,914$217.6K0.1%ETFVery LowIndependence, MO2026-10-26
Atria Investments, Inc
1,768$201.0K0.0%CoreMediumCharlotte, NC2026-10-15
Citigroup Inc
1,755$199.5K0.0%CoreMediumNew York, NY2026-11-04
Princeton Global Asset Management LLC
1,674$190.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Dhjj Financial Advisors, Ltd.
1,532$174.2K0.0%ETFVery LowNaperville, IL2026-10-23
Ashton Thomas Private Wealth, LLC
1,525$173.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Investors Research Corp
1,497$170.2K0.0%ETFLowAtlanta, GA2026-10-07
MidAtlantic Capital Management, Inc.
1,396$158.7K0.1%ETFVery LowRichmond, VA2026-11-05
CoreCap Advisors, LLC
1,342$152.6K0.0%ETFMediumSouthfield, MI2026-10-08
Triumph Capital Management
1,342$152.6K0.0%ETFMediumDenver, CO2026-10-14
Quaker Wealth Management, LLC
1,331$151.3K0.0%ETFMediumMoorestown, NJ2026-10-22
Harbor Asset Planning, Inc.
1,208$137.4K0.1%ETFVery LowBelmont, MA2026-10-23
Creative Financial Designs Inc
1,208$137.3K0.0%ETFMediumKokomo, IN2026-11-04
Cassaday & Co Wealth Management LLC
983$111.8K0.0%ETFVery LowMclean, VA2026-10-27
Wealth Enhancement Trust Services, Inc.
920$104.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Cape Investment Advisory, Inc.
805$91.5K0.0%ETFLowMcdonough, GA2026-10-13
Hanson & Doremus Investment Management
762$870.0%CoreVery LowBurlington, VT2026-10-16
Frankly Finances, LLC
748$85.0K0.1%ETFVery LowWinter Park, FL2026-10-28
Cherry Tree Wealth Management, LLC
747$84.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Archer Investment Corp
742$84.3K0.0%CoreMediumCarmel, IN2026-11-05
Alpine Bank Wealth Management
672$76.4K0.0%ETFHighGrand Junction, CO2026-10-16
Signaturefd, LLC
610$69.4K0.0%IndexLowAtlanta, GA2026-10-23
Burk Holdings LLC
542$61.6K0.0%ETFVery LowTulsa, OK2026-11-05
Sunrise Financial Services, LLC
503$57.2K0.0%ETFMediumBurien, WA2026-10-21
Cdkv Holdings LLC
450$51.2K0.0%ETFMediumDenver, CO2026-10-28
Kingdom Financial Group Llc.
378$43.0K0.0%ETFMediumPeoria, AZ2026-11-04
Hickory Point Bank & Trust
267$30.4K0.0%CoreVery LowDecatur, IL2026-10-01
Westside Investment Management, Inc.
265$30.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Eastern Bank
263$29.9K0.0%GrowthMediumBoston, MA2026-10-05
IFP Advisors, Inc
242$27.5K0.0%GrowthLowTampa, FL2026-10-16
Quest 10 Wealth Builders, Inc.
207$23.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
EverSource Wealth Advisors, LLC
99$11.3K0.0%CoreMediumBirmingham, AL2026-11-04
Hurley Capital, LLC
25$2.8K0.0%GARPMediumNew York, NY2026-11-05