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Nuveen ESG Large-Cap VAL ETF (NULV)

CUSIP: 67092P300 | NYSE | 519 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,290,626
0.1% of portfolio›$68.0M
Bank of New York Mellon Corp463,149
0.0% of portfolio›$24.4M
Cambridge Investment Research Advisors, Inc.447,028
0.0% of portfolio›$23.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management407,107
0.3% of portfolio›$21.4M
Eastern Bank282,132
0.2% of portfolio›$14.9M
Mission Wealth Management, LP206,262
0.2% of portfolio›$10.9M
Regatta Capital Group, LLC153,642
1.0% of portfolio›$8.1M
Thrivent Financial for Lutherans139,901
0.0% of portfolio›$7.4K
Assetmark, Inc133,854
0.0% of portfolio›$7.0M
True Blue Financial, LLC114,280
2.2% of portfolio›$6.0M
Wilmington Savings Fund Society, FSB109,952
0.1% of portfolio›$5.8M
Vicus Capital85,106
0.3% of portfolio›$4.5M
CX Institutional72,218
0.1% of portfolio›$3.8K
Equita Financial Network, Inc.61,901
0.9% of portfolio›$3.3M
rebel Financial LLC59,170
1.3% of portfolio›$3.1M
Park Avenue Securities LLC55,475
0.0% of portfolio›$2.9K
One Day In July LLC54,477
0.2% of portfolio›$2.9M
Farther Finance Advisors, LLC52,598
0.0% of portfolio›$2.8M
Bokf, NA49,121
0.0% of portfolio›$2.6M
Mascoma Wealth Management LLC48,804
0.5% of portfolio›$2.6M
Kingswood Wealth Advisors, LLC46,942
0.1% of portfolio›$2.5M
Oppenheimer Asset Management Inc.46,534
0.0% of portfolio›$2.5M
Canandaigua National Bank & Trust Co46,010
0.2% of portfolio›$2.4M
Revolve Wealth Partners, LLC45,188
0.2% of portfolio›$2.4M
Kestra Advisory Services, LLC44,190
0.0% of portfolio›$2.3M
CGN Advisors LLC41,782
0.2% of portfolio›$2.2M
Strategic Point Investment Advisors, LLC40,545
0.3% of portfolio›$2.1M
Sincerus Advisory, LLC37,484
1.3% of portfolio›$2.0M
Ledyard National Bank34,504
0.1% of portfolio›$1.8M
Choreo, LLC27,327
0.0% of portfolio›$1.4M
Bond & Devick Financial Network, Inc.27,079
0.3% of portfolio›$1.4M
Shotwell Rutter Baer Inc26,328
0.8% of portfolio›$1.4M
Curtis Advisory Group, LLC26,042
0.3% of portfolio›$1.4M
Axxcess Wealth Management, LLC25,717
0.1% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC24,556
0.0% of portfolio›$1.3M
McAdam, LLC22,455
0.0% of portfolio›$1.2M
Signature Estate & Investment Advisors LLC22,294
0.0% of portfolio›$1.2M
Bailard, Inc.21,860
0.0% of portfolio›$1.2M
Ethic Inc.19,912
0.0% of portfolio›$1.0M
Flagship Harbor Advisors, LLC19,608
0.0% of portfolio›$1.0M
First Business Financial Services, Inc.19,383
0.1% of portfolio›$1.0M
XY Planning Network, Inc.18,784
0.1% of portfolio›$989.0K
Milestone Investment Advisors LLC18,720
0.2% of portfolio›$985.6K
Diversified Portfolios, Inc.18,366
0.1% of portfolio›$967.0K
Kestra Private Wealth Services, LLC17,708
0.0% of portfolio›$932.3K
SBE LLC DBA Cedar Cove Wealth Partners17,674
0.4% of portfolio›$930.5K
Sage Financial Group Inc17,017
0.0% of portfolio›$895.9K
Laurel Wealth Planning LLC16,491
0.4% of portfolio›$868.3K
Opal Wealth Advisors, LLC16,137
0.2% of portfolio›$849.6K
Central Trust Co15,749
0.0% of portfolio›$829.2K
Sage Advisory Services, Ltd.Co.15,247
0.4% of portfolio›$803.0K
Focus Financial Network, Inc.14,892
0.0% of portfolio›$784.1K
Blueline Advisors LLC14,337
0.5% of portfolio›$754.8K
Penobscot Wealth Management14,168
0.2% of portfolio›$745.9K
Paulson Wealth Management Inc.13,642
0.1% of portfolio›$718.3K
Walkner Condon Financial Advisors LLC13,593
0.1% of portfolio›$715.7K
Truist Financial Corp13,556
0.0% of portfolio›$713.7K
Rossby Financial, LCC13,211
0.1% of portfolio›$695.6K
Ddfg, Inc12,699
0.1% of portfolio›$668.6K
Verus Capital Partners, LLC12,551
0.0% of portfolio›$660.8K
Evergreen Capital Management LLC12,455
0.0% of portfolio›$655.8K
Apollon Wealth Management, LLC11,990
0.0% of portfolio›$631.3K
US Bancorp \de\11,930
0.0% of portfolio›$628.1K
Fulton Breakefield Broenniman LLC11,715
0.0% of portfolio›$616.8K
Old Peak Finance LLC11,551
0.3% of portfolio›$608.2K
D.A. Davidson & Co.11,541
0.0% of portfolio›$607.6K
American Financial & TAX Strategies Inc11,389
0.3% of portfolio›$599.6K
VestGen Advisors, LLC10,987
0.0% of portfolio›$578.5K
Colorado Capital Management, Inc.10,775
0.0% of portfolio›$567
Emergent Wealth Advisors, LLC10,610
0.3% of portfolio›$558.6K
First Pacific Financial10,588
0.1% of portfolio›$557.5K
Private Wealth Management Group, LLC10,586
0.1% of portfolio›$557.4K
Confluence Wealth Services, Inc.10,412
0.0% of portfolio›$548.2K
Creative Planning10,175
0.0% of portfolio›$535.7K
RVW Wealth, LLC10,168
0.0% of portfolio›$535.3K
Maia Wealth LLC10,026
0.1% of portfolio›$527.9K
Compound Planning, Inc.9,995
0.0% of portfolio›$526.2K
ETF Portfolio Partners, Inc.9,811
0.1% of portfolio›$516.5K
RTD Financial Advisors, Inc.9,736
0.1% of portfolio›$512.6K
Chicago Partners Investment Group LLC9,531
0.0% of portfolio›$516.4K
Boston Common Asset Management, LLC9,462
0.0% of portfolio›$498.2K
Lodestar Private Asset Management LLC9,164
0.0% of portfolio›$482.5K
Trademark Financial Management, LLC9,097
0.2% of portfolio›$478.9K
Triad Wealth Partners, LLC9,032
0.0% of portfolio›$475.5K
SAX Wealth Advisors, LLC8,952
0.0% of portfolio›$471.3K
Inspirion Wealth Advisors, LLC8,930
0.1% of portfolio›$470.2K
JGP Wealth Management, LLC8,247
0.0% of portfolio›$434.2K
Modera Wealth Management, LLC7,776
0.0% of portfolio›$409.4K
Trust Co7,682
0.0% of portfolio›$404.5K
Parkside Financial Bank & Trust7,569
0.0% of portfolio›$398.5K
Perigon Wealth Management, LLC7,557
0.0% of portfolio›$397.9K
Johnson Bixby & Associates, LLC7,512
0.0% of portfolio›$395.5K
Onyx Bridge Wealth Group LLC7,440
0.0% of portfolio›$391.7K
Wolff Financial Management LLC7,362
0.1% of portfolio›$387.6K
TD Waterhouse Canada Inc.7,246
0.0% of portfolio›$383.8K
Trek Financial, LLC7,155
0.0% of portfolio›$376.7K
Focused Wealth Management, Inc7,124
0.0% of portfolio›$375.1K
Clearview Wealth Management LLC7,075
0.3% of portfolio›$384.2K
Riverwater Partners LLC6,915
0.1% of portfolio›$364.1K
71 West Capital Partners6,652
0.0% of portfolio›$350.2K
Wealthcare Advisory Partners LLC6,489
0.0% of portfolio›$341.6K
Snider Financial Group6,470
0.1% of portfolio›$340.6K
Winter & Associates, Inc.6,124
0.2% of portfolio›$331.9K
Invera Wealth Advisors, LLC6,062
0.2% of portfolio›$319.2K
Rede Wealth, LLC6,033
0.1% of portfolio›$317.6K
Marino, Stram & Associates LLC5,995
0.0% of portfolio›$315.7K
Lockerman Financial Group, Inc.5,879
0.4% of portfolio›$309.5K
RFG Advisory, LLC5,588
0.0% of portfolio›$294.2K
Lifelong Wealth Advisors, Inc.5,571
0.1% of portfolio›$293.3K
Carret Asset Management, LLC5,450
0.0% of portfolio›$286.9K
Aprio Wealth Management, LLC5,414
0.0% of portfolio›$285.0K
OpenArc Corporate Advisory, LLC5,218
0.0% of portfolio›$274.7K
Independent Financial Group, LLC5,218
0.0% of portfolio›$274.7K
Fifth Third Wealth Advisors LLC5,211
0.0% of portfolio›$274.4K
Lido Advisors, LLC5,202
0.0% of portfolio›$273.9K
Argyle Capital Partners, LLC5,164
0.2% of portfolio›$271.9K
Occidental Asset Management, LLC5,069
0.0% of portfolio›$266.9K
Stewardship Advisors, LLC4,910
0.1% of portfolio›$258.5K
Avantax Planning Partners, Inc.4,868
0.0% of portfolio›$256.3K
Crane Advisory, LLC4,738
0.0% of portfolio›$253.4K
Key FInancial Inc4,681
0.0% of portfolio›$246.5K
Sentinel Advisory Group, LLC4,654
0.1% of portfolio›$245.0K
First Citizens Bank & Trust Co4,585
0.0% of portfolio›$241.4K
Capital Advisors Wealth Management, LLC4,508
0.0% of portfolio›$237.3K
Relyea Zuckerberg Hanson LLC4,408
0.0% of portfolio›$232.1K
Aire Advisors, LLC4,355
0.0% of portfolio›$229.3K
Prospera Financial Services Inc4,057
0.0% of portfolio›$221.0K
Breachway Investments LLC4,000
0.3% of portfolio›$210.6K
Ashton Thomas Private Wealth, LLC3,988
0.0% of portfolio›$209.9K
Ramiah Investment Group3,892
0.2% of portfolio›$204.9K
Foster Group, Inc.3,810
0.0% of portfolio›$200.6K
Victory Financial Group, LLC3,802
0.0% of portfolio›$200.2K
Fifth Third Bancorp3,691
0.0% of portfolio›$194.3K
Mather Group, Llc.3,638
0.0% of portfolio›$191.5K
Concord Wealth Partners2,703
0.0% of portfolio›$142.3K
Cape Investment Advisory, Inc.2,464
0.0% of portfolio›$129.7K
Triumph Capital Management2,419
0.0% of portfolio›$127.4K
Creative Financial Designs Inc2,098
0.0% of portfolio›$110.5K
CoreCap Advisors, LLC2,087
0.0% of portfolio›$109.9K
Birchwood Financial Partners, Inc.1,867
0.1% of portfolio›$98.3K
Buck Wealth Strategies, LLC1,684
0.0% of portfolio›$88.7K
Hanson & Doremus Investment Management1,531
0.0% of portfolio›$81
Sunrise Financial Services, LLC703
0.0% of portfolio›$37.0K
Cdkv Holdings LLC700
0.0% of portfolio›$36.9K
Investors Research Corp629
0.0% of portfolio›$33.1K
Hickory Point Bank & Trust611
0.0% of portfolio›$32.2K
Kingdom Financial Group Llc.608
0.0% of portfolio›$32.0K
IFP Advisors, Inc484
0.0% of portfolio›$25.5K
Elevation Wealth Partners, LLC425
0.0% of portfolio›$22.4K
Asset Dedication, LLC302
0.0% of portfolio›$15.9K
Tradewinds Capital Management, LLC242
0.0% of portfolio›$12.7K
Kroeger Financial Partners226
0.0% of portfolio›$11.9K
DeDora Capital, Inc.179
0.0% of portfolio›$9.4K
EverSource Wealth Advisors, LLC170
0.0% of portfolio›$9.0K
Capitol Family Office, Inc.131
0.0% of portfolio›$6.9K
Redwood Park Advisors LLC111
0.0% of portfolio›$5.8K
Princeton Global Asset Management LLC102
0.0% of portfolio›$5.4K
Dhjj Financial Advisors, Ltd.78
0.0% of portfolio›$4.1K
Hurley Capital, LLC58
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,290,626$68.0M0.1%ETFLowWaltham, MA2026-11-02
Bank of New York Mellon Corp
463,149$24.4M0.0%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
447,028$23.5K0.0%ETFLowFairfield, IA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
407,107$21.4M0.3%GrowthVery LowSeattle, WA2026-10-27
Eastern Bank
282,132$14.9M0.2%GrowthMediumBoston, MA2026-10-05
Mission Wealth Management, LP
206,262$10.9M0.2%ETFLowSanta Barbara, CA2026-10-15
Regatta Capital Group, LLC
153,642$8.1M1.0%ETFLowEl Segundo, CA2026-10-23
Thrivent Financial for Lutherans
139,901$7.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Assetmark, Inc
133,854$7.0M0.0%ETFLowConcord, CA2026-10-21
True Blue Financial, LLC
114,280$6.0M2.2%ETFLowStevensville, MI2026-10-15
Wilmington Savings Fund Society, FSB
109,952$5.8M0.1%CoreLowWilmington, DE2026-10-23
Vicus Capital
85,106$4.5M0.3%ETFMediumState College, PA2026-11-05
CX Institutional
72,218$3.8K0.1%CoreMediumAuburn, IN2026-10-02
Equita Financial Network, Inc.
61,901$3.3M0.9%ETFLowFort Washington, PA2026-10-19
rebel Financial LLC
59,170$3.1M1.3%N/AVery LowGroveport, OH2026-11-04
Park Avenue Securities LLC
55,475$2.9K0.0%ETFMediumNew York, NY2026-10-26
One Day In July LLC
54,477$2.9M0.2%ETFVery LowBurlington, VT2026-10-30
Farther Finance Advisors, LLC
52,598$2.8M0.0%IndexLowSan Francisco, CA2026-10-08
Bokf, NA
49,121$2.6M0.0%CoreLowTulsa, OK2026-10-27
Mascoma Wealth Management LLC
48,804$2.6M0.5%ETFVery LowHanover, NH2026-10-23
Kingswood Wealth Advisors, LLC
46,942$2.5M0.1%GrowthLowSan Diego, CA2026-10-23
Oppenheimer Asset Management Inc.
46,534$2.5M0.0%CoreMediumNew York, NY2026-10-27
Canandaigua National Bank & Trust Co
46,010$2.4M0.2%CoreVery LowCanandaigua, NY2026-10-07
Revolve Wealth Partners, LLC
45,188$2.4M0.2%ETFVery LowHackensack, NJ2026-10-23
Kestra Advisory Services, LLC
44,190$2.3M0.0%CoreLowAustin, TX2026-11-02
CGN Advisors LLC
41,782$2.2M0.2%ETFLowManhattan, KS2026-10-21
Strategic Point Investment Advisors, LLC
40,545$2.1M0.3%ETFVery LowProvidence, RI2026-10-29
Sincerus Advisory, LLC
37,484$2.0M1.3%ETFVery LowNew York, NY2026-10-09
Ledyard National Bank
34,504$1.8M0.1%CoreLowHanover, NH2026-10-21
Choreo, LLC
27,327$1.4M0.0%IndexLowRockford, IL2026-10-28
Bond & Devick Financial Network, Inc.
27,079$1.4M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Shotwell Rutter Baer Inc
26,328$1.4M0.8%ETFVery LowLansing, MI2026-10-14
Curtis Advisory Group, LLC
26,042$1.4M0.3%ETFLowSanta Barbara, CA2026-10-28
Axxcess Wealth Management, LLC
25,717$1.4M0.1%CoreLowCarlsbad, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
24,556$1.3M0.0%CoreLowPlymouth, MN2026-10-13
McAdam, LLC
22,455$1.2M0.0%ETFLowPhiladelphia, PA2026-10-21
Signature Estate & Investment Advisors LLC
22,294$1.2M0.0%ETFMediumLos Angeles, CA2026-10-13
Bailard, Inc.
21,860$1.2M0.0%GrowthMediumFoster City, CA2026-10-13
Ethic Inc.
19,912$1.0M0.0%CoreLowNew York, NY2026-11-03
Flagship Harbor Advisors, LLC
19,608$1.0M0.0%ETFMediumBoston, MA2026-10-26
First Business Financial Services, Inc.
19,383$1.0M0.1%ETFVery LowMadison, WI2026-10-29
XY Planning Network, Inc.
18,784$989.0K0.1%ETFLowBozeman, MT2026-10-14
Milestone Investment Advisors LLC
18,720$985.6K0.2%ETFVery LowMiddleton, WI2026-11-05
Diversified Portfolios, Inc.
18,366$967.0K0.1%ETFLowBloomfield Hills, MI2026-11-04
Kestra Private Wealth Services, LLC
17,708$932.3K0.0%GrowthLowAustin, TX2026-10-30
SBE LLC DBA Cedar Cove Wealth Partners
17,674$930.5K0.4%ETFMediumBloomington, MN2026-10-15
Sage Financial Group Inc
17,017$895.9K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Laurel Wealth Planning LLC
16,491$868.3K0.4%ETFLowEdina, MN2026-11-02
Opal Wealth Advisors, LLC
16,137$849.6K0.2%ETFLowJericho, NY2026-10-16
Central Trust Co
15,749$829.2K0.0%CoreLowJefferson City, MO2026-11-05
Sage Advisory Services, Ltd.Co.
15,247$803.0K0.4%ETFMediumAustin, TX2026-10-29
Focus Financial Network, Inc.
14,892$784.1K0.0%ETFLowMinneapolis, MN2026-10-14
Blueline Advisors LLC
14,337$754.8K0.5%ETFLowExeter, NH2026-10-15
Penobscot Wealth Management
14,168$745.9K0.2%ETFVery LowPortland, ME2026-10-21
Paulson Wealth Management Inc.
13,642$718.3K0.1%ETFLowWest Palm Beach, FL2026-11-02
Walkner Condon Financial Advisors LLC
13,593$715.7K0.1%ETFLowVerona, WI2026-11-02
Truist Financial Corp
13,556$713.7K0.0%CoreLowCharlotte, NC2026-10-30
Rossby Financial, LCC
13,211$695.6K0.1%ETFMediumMelbourne, FL2026-11-05
Ddfg, Inc
12,699$668.6K0.1%ETFLowThousand Oaks, CA2026-10-15
Verus Capital Partners, LLC
12,551$660.8K0.0%GrowthLowScottsdale, AZ2026-11-03
Evergreen Capital Management LLC
12,455$655.8K0.0%GARPMediumBellevue, WA2026-10-23
Apollon Wealth Management, LLC
11,990$631.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
US Bancorp \de\
11,930$628.1K0.0%IndexLowMinneapolis, MN2026-11-05
Fulton Breakefield Broenniman LLC
11,715$616.8K0.0%GrowthLowBethesda, MD2026-11-03
Old Peak Finance LLC
11,551$608.2K0.3%ETFVery LowChapel Hill, NC2026-11-02
D.A. Davidson & Co.
11,541$607.6K0.0%CoreLowGreat Falls, MT2026-10-28
American Financial & TAX Strategies Inc
11,389$599.6K0.3%ETFVery LowNew York, NY2026-10-16
VestGen Advisors, LLC
10,987$578.5K0.0%GrowthMediumChicago, IL2026-10-27
Colorado Capital Management, Inc.
10,775$5670.0%ETFVery LowBoulder, CO2026-10-15
Emergent Wealth Advisors, LLC
10,610$558.6K0.3%ETFMediumWilliamsville, NY2026-10-09
First Pacific Financial
10,588$557.5K0.1%ETFLowVancouver, WA2026-10-14
Private Wealth Management Group, LLC
10,586$557.4K0.1%ETFLowPrinceton, NJ2026-10-19
Confluence Wealth Services, Inc.
10,412$548.2K0.0%ETFVery LowMcmurray, PA2026-11-05
Creative Planning
10,175$535.7K0.0%IndexVery LowOverland Park, KS2026-11-02
RVW Wealth, LLC
10,168$535.3K0.0%ETFVery LowLos Angeles, CA2026-10-06
Maia Wealth LLC
10,026$527.9K0.1%ETFMediumDenver, CO2026-10-19
Compound Planning, Inc.
9,995$526.2K0.0%CoreLowNew York, NY2026-11-05
ETF Portfolio Partners, Inc.
9,811$516.5K0.1%ETFVery LowLeawood, KS2026-10-22
RTD Financial Advisors, Inc.
9,736$512.6K0.1%ETFLowPhiladelphia, PA2026-10-09
Chicago Partners Investment Group LLC
9,531$516.4K0.0%GARPLowChicago, IL2026-10-27
Boston Common Asset Management, LLC
9,462$498.2K0.0%CoreLowBoston, MA2026-10-13
Lodestar Private Asset Management LLC
9,164$482.5K0.0%ETFLowAlamo, CA2026-10-26
Trademark Financial Management, LLC
9,097$478.9K0.2%ETFMediumBloomington, MN2026-10-23
Triad Wealth Partners, LLC
9,032$475.5K0.0%ETFMediumLawrence, KS2026-10-26
SAX Wealth Advisors, LLC
8,952$471.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Inspirion Wealth Advisors, LLC
8,930$470.2K0.1%ETFMediumLibertyville, IL2026-10-09
JGP Wealth Management, LLC
8,247$434.2K0.0%CoreLowBend, OR2026-10-13
Modera Wealth Management, LLC
7,776$409.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Trust Co
7,682$404.5K0.0%ETFVery LowManhattan, KS2026-10-09
Parkside Financial Bank & Trust
7,569$398.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Perigon Wealth Management, LLC
7,557$397.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Johnson Bixby & Associates, LLC
7,512$395.5K0.0%ETFMediumVancouver, WA2026-10-14
Onyx Bridge Wealth Group LLC
7,440$391.7K0.0%ETFMediumTarrytown, NY2026-10-16
Wolff Financial Management LLC
7,362$387.6K0.1%ETFVery LowKalamazoo, MI2026-10-23
TD Waterhouse Canada Inc.
7,246$383.8K0.0%CoreLowToronto, Australia2026-10-16
Trek Financial, LLC
7,155$376.7K0.0%ETFHighScottsdale, AZ2026-10-29
Focused Wealth Management, Inc
7,124$375.1K0.0%ETFLowNewburgh, NY2026-10-30
Clearview Wealth Management LLC
7,075$384.2K0.3%ETFLowIrvine, CA2026-10-16
Riverwater Partners LLC
6,915$364.1K0.1%ValueMediumMilwaukee, WI2026-11-03
71 West Capital Partners
6,652$350.2K0.0%IndexVery LowBoston, MA2026-11-04
Wealthcare Advisory Partners LLC
6,489$341.6K0.0%ETFLowWest Chester, PA2026-10-21
Snider Financial Group
6,470$340.6K0.1%GrowthLowBellevue, WA2026-10-16
Winter & Associates, Inc.
6,124$331.9K0.2%ETFMediumSt. Paul, MN2026-10-23
Invera Wealth Advisors, LLC
6,062$319.2K0.2%GrowthMediumBend, OR2026-10-28
Rede Wealth, LLC
6,033$317.6K0.1%ValueMediumCharlottesville, VA2026-10-22
Marino, Stram & Associates LLC
5,995$315.7K0.0%ETFVery LowBraintree, MA2026-10-22
Lockerman Financial Group, Inc.
5,879$309.5K0.4%ETFMediumNewport Beach, CA2026-10-19
RFG Advisory, LLC
5,588$294.2K0.0%ETFMediumBirmingham, AL2026-11-03
Lifelong Wealth Advisors, Inc.
5,571$293.3K0.1%ETFLowArden Hills, MN2026-10-19
Carret Asset Management, LLC
5,450$286.9K0.0%CoreVery LowNew York, NY2026-11-04
Aprio Wealth Management, LLC
5,414$285.0K0.0%ETFMediumAtlanta, GA2026-10-28
OpenArc Corporate Advisory, LLC
5,218$274.7K0.0%GrowthLowAtlanta, GA2026-10-21
Independent Financial Group, LLC
5,218$274.7K0.0%GrowthLowSan Diego, CA2026-10-13
Fifth Third Wealth Advisors LLC
5,211$274.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Lido Advisors, LLC
5,202$273.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Argyle Capital Partners, LLC
5,164$271.9K0.2%CoreLowLos Angeles, CA2026-10-23
Occidental Asset Management, LLC
5,069$266.9K0.0%GrowthLowBurlingame, CA2026-11-05
Stewardship Advisors, LLC
4,910$258.5K0.1%ETFMediumMount Joy, PA2026-10-20
Avantax Planning Partners, Inc.
4,868$256.3K0.0%ETFLowDubuque, IA2026-11-03
Crane Advisory, LLC
4,738$253.4K0.0%ETFVery LowFullerton, CA2026-10-13
Key FInancial Inc
4,681$246.5K0.0%ETFLowWest Chester, PA2026-11-02
Sentinel Advisory Group, LLC
4,654$245.0K0.1%ETFVery LowMiddleton, WI2026-10-20
First Citizens Bank & Trust Co
4,585$241.4K0.0%CoreMediumRaleigh, NC2026-10-14
Capital Advisors Wealth Management, LLC
4,508$237.3K0.0%ETFLowYakima, WA2026-10-09
Relyea Zuckerberg Hanson LLC
4,408$232.1K0.0%ETFLowStamford, CT2026-10-20
Aire Advisors, LLC
4,355$229.3K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Prospera Financial Services Inc
4,057$221.0K0.0%CoreMediumDallas, TX2026-11-04
Breachway Investments LLC
4,000$210.6K0.3%ETFLowCharlestown, RI2026-10-19
Ashton Thomas Private Wealth, LLC
3,988$209.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Ramiah Investment Group
3,892$204.9K0.2%ETFHighBrookfield, WI2026-10-20
Foster Group, Inc.
3,810$200.6K0.0%ETFVery LowUrbandale, IA2026-10-13
Victory Financial Group, LLC
3,802$200.2K0.0%ETFLowAustin, TX2026-10-27
Fifth Third Bancorp
3,691$194.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Mather Group, Llc.
3,638$191.5K0.0%ETFMediumChicago, IL2026-10-14
Concord Wealth Partners
2,703$142.3K0.0%GrowthLowAbingdon, VA2026-11-02
Cape Investment Advisory, Inc.
2,464$129.7K0.0%ETFLowMcdonough, GA2026-10-13
Triumph Capital Management
2,419$127.4K0.0%ETFMediumDenver, CO2026-10-14
Creative Financial Designs Inc
2,098$110.5K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
2,087$109.9K0.0%ETFMediumSouthfield, MI2026-10-08
Birchwood Financial Partners, Inc.
1,867$98.3K0.1%ETFVery LowBloomington, MN2026-11-02
Buck Wealth Strategies, LLC
1,684$88.7K0.0%ValueMediumDenver, CO2026-10-28
Hanson & Doremus Investment Management
1,531$810.0%CoreVery LowBurlington, VT2026-10-16
Sunrise Financial Services, LLC
703$37.0K0.0%ETFMediumBurien, WA2026-10-21
Cdkv Holdings LLC
700$36.9K0.0%ETFMediumDenver, CO2026-10-28
Investors Research Corp
629$33.1K0.0%ETFLowAtlanta, GA2026-10-07
Hickory Point Bank & Trust
611$32.2K0.0%CoreVery LowDecatur, IL2026-10-01
Kingdom Financial Group Llc.
608$32.0K0.0%ETFMediumPeoria, AZ2026-11-04
IFP Advisors, Inc
484$25.5K0.0%GrowthLowTampa, FL2026-10-16
Elevation Wealth Partners, LLC
425$22.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Asset Dedication, LLC
302$15.9K0.0%ETFLowSan Francisco, CA2026-11-03
Tradewinds Capital Management, LLC
242$12.7K0.0%ETFVery HighBellingham, WA2026-10-23
Kroeger Financial Partners
226$11.9K0.0%ETFN/AGrass Valley, CA2026-10-19
DeDora Capital, Inc.
179$9.4K0.0%ETFVery LowNapa, CA2026-10-26
EverSource Wealth Advisors, LLC
170$9.0K0.0%CoreMediumBirmingham, AL2026-11-04
Capitol Family Office, Inc.
131$6.9K0.0%ETFLowBeaverton, OR2026-10-13
Redwood Park Advisors LLC
111$5.8K0.0%ETFVery LowRedwood City, CA2026-11-02
Princeton Global Asset Management LLC
102$5.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Dhjj Financial Advisors, Ltd.
78$4.1K0.0%ETFVery LowNaperville, IL2026-10-23
Hurley Capital, LLC
58$3.1K0.0%GARPMediumNew York, NY2026-11-05