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Pgim Ultra Short Bond ETF (PULS)

CUSIP: 69344A107 | NYSE | 829 institutional holders

Quarters

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

LPL Financial LLC17,825,684
0.2% of portfolio›$881.7M
PNC Financial Services Group, Inc.5,839,212
0.2% of portfolio›$288.8M
Commonwealth Equity Services, LLC2,181,019
0.1% of portfolio›$107.9M
Crane Advisory, LLC1,576,089
11.0% of portfolio›$78.0M
Financial Management Professionals, Inc.1,017,155
4.8% of portfolio›$50.5M
Valeo Financial Advisors, LLC914,811
1.0% of portfolio›$45.2M
Leelyn Smith, LLC872,833
4.8% of portfolio›$43.2M
Lakeshore Financial Planning, Inc.843,157
12.9% of portfolio›$41.7M
Main Street Group, LTD811,366
9.0% of portfolio›$40.1M
Concurrent Investment Advisors, LLC799,575
0.3% of portfolio›$39.5M
Disciplina Capital Management LLC734,738
3.5% of portfolio›$36.4M
Prairie Advisory, LLC717,018
4.1% of portfolio›$35.5M
Navigation Group, LLC696,711
6.9% of portfolio›$34.5M
Blue Water Asset Management668,866
10.7% of portfolio›$33.1M
Diversify Wealth Management, LLC644,477
0.5% of portfolio›$31.9M
Diversify Advisory Services, LLC644,477
0.5% of portfolio›$31.9M
Cambridge Investment Research Advisors, Inc.643,292
0.0% of portfolio›$31.8K
Persium Advisors, LLC618,064
16.0% of portfolio›$30.6M
MBM Wealth Consultants, LLC610,136
5.5% of portfolio›$30.2M
BOS Asset Management, LLC476,689
5.5% of portfolio›$23.6M
IAG Wealth Partners, LLC456,106
2.1% of portfolio›$22.6M
Embree Financial Group441,618
2.1% of portfolio›$21.8M
Beaumont Asset Management, L.L.C.441,490
7.5% of portfolio›$21.8M
Ironwood Wealth Management, Inc.439,372
9.2% of portfolio›$21.7M
Bulwark Capital Corp437,002
11.4% of portfolio›$21.6M
Symphony Financial, Ltd. Co.434,139
1.9% of portfolio›$21.5M
Financial Consulate, Inc432,483
2.4% of portfolio›$21.4M
Caliber Wealth Management, LLC / KS429,864
2.1% of portfolio›$21.3M
Onyx Bridge Wealth Group LLC429,269
1.9% of portfolio›$21.2M
Ashton Thomas Private Wealth, LLC411,684
0.4% of portfolio›$20.4M
Northwest Financial Advisors378,713
2.5% of portfolio›$18.7M
Clark Wealth Partners376,065
9.7% of portfolio›$18.7M
Davenport & Co LLC357,670
0.1% of portfolio›$17.7M
Kestra Advisory Services, LLC337,362
0.0% of portfolio›$16.7M
Fairvoy Private Wealth, LLC329,945
3.3% of portfolio›$16.3M
Bouvel Investment Partners, LLC324,769
3.7% of portfolio›$16.1M
Oppenheimer & Co Inc323,728
0.2% of portfolio›$16.0M
Fifth Third Bancorp319,725
0.0% of portfolio›$15.8M
Hedeker Wealth, LLC312,067
2.8% of portfolio›$15.4M
M Wealth Management, LLC295,414
11.3% of portfolio›$14.6M
Daymark Wealth Partners, LLC292,570
0.3% of portfolio›$14.5M
Good Steward Wealth Advisors,LLC290,189
8.6% of portfolio›$14.4M
AFG Fiduciary Services Limited Partnership280,939
10.6% of portfolio›$13.9M
Assetmark, Inc273,784
0.0% of portfolio›$13.5M
Acumen Wealth Advisors, LLC271,804
2.5% of portfolio›$13.5M
Valmark Advisers, Inc.268,811
0.1% of portfolio›$13.3M
Horizon Wealth Management, LLC266,552
1.7% of portfolio›$13.2M
Farther Finance Advisors, LLC262,643
0.1% of portfolio›$13.0M
Shore Point Advisors, LLC252,696
3.9% of portfolio›$12.4M
Creative Financial Designs Inc250,997
0.6% of portfolio›$12.4M
J.W. Cole Advisors, Inc.249,851
0.2% of portfolio›$12.4M
Tabr Capital Management, LLC242,021
8.8% of portfolio›$12.0M
Choice Wealth Advisors LLC233,320
4.0% of portfolio›$11.5M
Wealth Enhancement Advisory Services, LLC222,928
0.0% of portfolio›$11.0M
Sheets Smith Wealth Management220,744
1.1% of portfolio›$10.9M
Advisory Resource Group220,070
1.6% of portfolio›$10.9M
Focused Alpha, LLC218,570
2.7% of portfolio›$10.8M
Stonebridge Financial Group, LLC212,381
0.8% of portfolio›$10.5M
Cedar Mountain Advisors, LLC206,790
1.7% of portfolio›$10.2M
Global View Capital Management LLC203,370
2.2% of portfolio›$10.1M
Little House Capital LLC203,309
2.3% of portfolio›$10.1M
Live Oak Investment Partners196,161
5.2% of portfolio›$9.7M
Goldstein Advisors, LLC192,323
0.8% of portfolio›$9.5M
Spire Wealth Management184,201
0.3% of portfolio›$9.1M
Vista Investment Partners LLC172,348
2.2% of portfolio›$8.5M
Congress Park Capital LLC170,089
2.2% of portfolio›$8.4M
IFP Advisors, Inc168,999
0.1% of portfolio›$8.4M
Americana Partners, LLC166,459
0.2% of portfolio›$8.2M
Innovative Wealth Building LLC164,484
4.5% of portfolio›$8.1M
Wespac Advisors, LLC162,200
4.1% of portfolio›$8.0M
Perigon Wealth Management, LLC159,567
0.1% of portfolio›$7.9M
Leisure Capital Management156,460
2.4% of portfolio›$7.7M
Parsons Capital Management Inc152,889
0.3% of portfolio›$7.6M
Curran Financial Partners, LLC149,866
1.2% of portfolio›$7.4M
Regions Financial Corp146,863
0.0% of portfolio›$7.3M
Raab & Moskowitz Asset Management LLC140,831
1.4% of portfolio›$7.0M
Master's Wealth Management Inc.140,348
2.0% of portfolio›$6.9M
Collective Family Office LLC139,349
1.4% of portfolio›$6.9M
Sowell Financial Services LLC137,747
0.2% of portfolio›$6.8M
Ifrah Financial Services, Inc.135,805
1.7% of portfolio›$6.7M
Cornerstone Advisors Asset Management, LLC135,148
0.7% of portfolio›$6.7M
Clearwave Capital, LLC134,026
3.5% of portfolio›$6.6M
Thrivent Financial for Lutherans129,465
0.0% of portfolio›$6.4K
Interchange Capital Partners, LLC123,018
1.0% of portfolio›$6.1M
Smallwood Wealth Investment Management, LLC122,926
2.6% of portfolio›$6.1M
Avestar Capital, LLC121,880
0.5% of portfolio›$6.0M
Correct Capital Wealth Management121,767
1.0% of portfolio›$6.0M
Destiny Wealth Partners, LLC120,485
0.6% of portfolio›$6.0M
Alpha Zero LLC118,044
1.9% of portfolio›$5.8M
Iron Financial LLC116,135
2.4% of portfolio›$5.7M
Phoenix Wealth Advisors115,381
1.8% of portfolio›$5.7M
Everest Financial Group LLC115,354
0.7% of portfolio›$5.7M
Catalyst Capital Advisors LLC115,165
0.1% of portfolio›$5.7M
AXS Investments LLC112,410
0.5% of portfolio›$5.6M
Blue Trust, Inc.112,376
0.1% of portfolio›$5.6M
Wealthcare Advisory Partners LLC109,775
0.1% of portfolio›$5.4M
Flagship Harbor Advisors, LLC109,459
0.2% of portfolio›$5.4M
Ignite Planners, LLC106,215
0.7% of portfolio›$5.3M
Fermata Advisors, LLC105,039
1.0% of portfolio›$5.2M
Truist Financial Corp104,783
0.0% of portfolio›$5.2M
Integrity Alliance, Llc.103,586
0.2% of portfolio›$5.1M
Thayer Partners, LLC / MA97,489
2.0% of portfolio›$4.8M
Verus Capital Partners, LLC96,452
0.2% of portfolio›$4.8M
Fortitude Advisory Group L.L.C.92,638
1.7% of portfolio›$4.6M
Simplicity Wealth,LLC92,059
0.1% of portfolio›$4.6M
Commonwealth Retirement Investments LLC90,872
1.2% of portfolio›$4.5M
Creative Planning88,920
0.0% of portfolio›$4.4M
Seed Wealth Management, Inc.88,478
2.7% of portfolio›$4.4M
B. Riley Wealth Advisors, Inc.86,523
0.2% of portfolio›$4.3M
Sigma Planning Corp86,167
0.1% of portfolio›$4.3M
Lido Advisors, LLC82,905
0.0% of portfolio›$4.1M
Unique Wealth Strategies, LLC81,932
1.5% of portfolio›$4.1M
Axxcess Wealth Management, LLC80,256
0.2% of portfolio›$4.0M
Client First Investment Management LLC77,792
1.8% of portfolio›$3.8M
Smart Wealth LLC77,743
0.8% of portfolio›$3.8M
Inscription Capital, LLC76,597
0.4% of portfolio›$3.8M
First Citizens Financial Corp76,427
1.6% of portfolio›$3.8M
Nilsine Partners, LLC76,314
0.3% of portfolio›$3.8M
WPG Advisers, LLC74,414
2.0% of portfolio›$3.7M
Crusonia Wealth Advisors LLC70,453
0.5% of portfolio›$3.5M
Macco Financial Group, Inc.70,004
2.1% of portfolio›$3.5M
Prevail Innovative Wealth Advisors, LLC64,365
0.4% of portfolio›$3.2M
Avidian Wealth Enterprises, LLC62,448
0.1% of portfolio›$3.1M
Visionary Wealth Advisors60,318
0.1% of portfolio›$3.0M
Genesis Private Wealth, LLC56,672
0.8% of portfolio›$2.8M
Cypress Capital, LLC56,166
0.7% of portfolio›$2.8M
Sovran Advisors, LLC56,001
0.2% of portfolio›$2.8M
Kingswood Wealth Advisors, LLC55,504
0.1% of portfolio›$2.7M
Acorn Wealth Advisors, LLC55,160
0.7% of portfolio›$2.7M
Ridgeline Wealth, LLC54,726
1.5% of portfolio›$2.7M
Elevation Point Wealth Partners, LLC53,809
0.0% of portfolio›$2.7M
Financial Planning Navigators Corp52,408
0.9% of portfolio›$2.6M
Cravens & Co Advisors, LLC50,788
1.7% of portfolio›$2.5M
Stewardship Concepts Financial Services LLC46,404
1.5% of portfolio›$2.3M
First United Bank & Trust46,164
0.7% of portfolio›$2.3M
4Wealth Advisors, Inc.45,574
1.6% of portfolio›$2.3M
SteelPeak Wealth, LLC45,537
0.1% of portfolio›$2.3M
Aviance Capital Partners, LLC45,531
0.2% of portfolio›$2.3M
Accurate Wealth Management, LLC44,922
0.2% of portfolio›$2.2M
Soltis Investment Advisors LLC43,927
0.1% of portfolio›$2.2M
TradeWell Securities, Llc.41,943
0.7% of portfolio›$2.1M
First Heartland Consultants, Inc.41,426
0.1% of portfolio›$2.0M
Clearstead Advisors, LLC41,046
0.0% of portfolio›$2.0M
Nova Financial LLC40,399
0.8% of portfolio›$2.0M
Prospera Financial Services Inc37,628
0.0% of portfolio›$1.9M
Moors & Cabot, Inc.36,022
0.1% of portfolio›$1.8M
D.A. Davidson & Co.35,263
0.0% of portfolio›$1.7M
Howard Capital Management, LLC34,925
0.0% of portfolio›$1.7M
Intelligence Driven Advisers, LLC33,748
0.3% of portfolio›$1.7M
Petros Family Wealth, LLC31,817
0.9% of portfolio›$1.6M
Private Trust Co NA31,577
0.1% of portfolio›$1.6M
Grantvest Financial Group LLC31,163
0.9% of portfolio›$1.5M
626 Financial, LLC30,735
0.6% of portfolio›$1.5M
Summit Financial Strategies, Inc.29,999
0.1% of portfolio›$1.5M
Regatta Capital Group, LLC28,808
0.2% of portfolio›$1.4M
City Center Advisors, LLC27,859
1.1% of portfolio›$1.4M
EverSource Wealth Advisors, LLC26,343
0.0% of portfolio›$1.3M
Carlson Financial, Inc.23,723
0.6% of portfolio›$1.2M
Allspring Global Investments Holdings, LLC23,301
0.0% of portfolio›$1.2M
Excalibur Management Corp23,159
0.4% of portfolio›$1.1M
LexAurum Advisors, LLC21,662
0.1% of portfolio›$1.1M
Independent Financial Group, LLC21,389
0.0% of portfolio›$1.1M
Cornerstone Wealth Management, LLC20,580
0.0% of portfolio›$1.0M
Brookstone Capital Management20,426
0.0% of portfolio›$1.0M
Relyea Zuckerberg Hanson LLC20,071
0.1% of portfolio›$992.7K
Insight Wealth Partners, LLC19,174
0.1% of portfolio›$948.3K
Summit Wealth Group LLC / Co18,966
0.1% of portfolio›$938.1K
Tcfg Investment Advisors, LLC18,520
0.3% of portfolio›$916.0K
Kestra Private Wealth Services, LLC18,300
0.0% of portfolio›$905.1K
Howard Financial Services, Ltd.18,224
0.1% of portfolio›$901.3K
Founders Financial Securities LLC18,124
0.0% of portfolio›$896.4K
Friedenthal Financial18,122
0.4% of portfolio›$896.3K
Rossby Financial, LCC17,875
0.1% of portfolio›$884.1K
Richardson Capital Management LLC17,722
0.4% of portfolio›$876.5K
US Bancorp \de\17,685
0.0% of portfolio›$874.7K
Tempus Wealth Planning, LLC17,453
0.2% of portfolio›$863.2K
Condor Capital Management17,387
0.1% of portfolio›$860.0K
Kathmere Capital Management, LLC17,218
0.0% of portfolio›$851.6K
Focus Financial Network, Inc.17,055
0.0% of portfolio›$844.7K
Merit Financial Group, LLC16,763
0.0% of portfolio›$829.1K
Visionary Horizons, LLC16,693
0.3% of portfolio›$825.7K
Prime Capital Investment Advisors, LLC16,464
0.0% of portfolio›$814.3K
Mills Wealth Advisors LLC16,451
0.3% of portfolio›$813.7K
Worth Asset Management, LLC16,090
0.2% of portfolio›$795.8K
Global Trust Asset Management, LLC15,440
0.2% of portfolio›$763.7K
StoneX Group Inc.15,163
0.0% of portfolio›$751.3K
McAdam, LLC14,908
0.0% of portfolio›$737.4K
WealthBridge Capital Management, LLC14,634
0.1% of portfolio›$723.8K
Prospect Financial Group LLC14,233
0.6% of portfolio›$704.0K
Choreo, LLC14,231
0.0% of portfolio›$706.3K
Cedar Point Capital Partners, LLC14,127
0.4% of portfolio›$698.7K
WealthPlan Investment Management, LLC14,019
0.0% of portfolio›$693.4K
Koshinski Asset Management, Inc.13,879
0.0% of portfolio›$686.4K
Register Financial Advisors LLC13,876
0.2% of portfolio›$686.3K
VestGen Advisors, LLC13,766
0.0% of portfolio›$680.9K
PKS Advisory Services, LLC13,719
0.1% of portfolio›$679.8K
Cottage Street Advisors LLC13,587
0.3% of portfolio›$672.0K
Trilogy Capital Inc.13,312
0.0% of portfolio›$658.4K
Summit Global Investments12,338
0.0% of portfolio›$610
AlphaCore Capital LLC11,959
0.0% of portfolio›$593.5K
BankPlus Wealth Management LLC11,956
0.3% of portfolio›$591.4K
Blueprint Financial Advisors LLC11,908
0.1% of portfolio›$589.0K
Blueprint Investment Partners LLC11,908
0.0% of portfolio›$589.0K
Jones Kertz & Associates, Inc.11,846
0.3% of portfolio›$585.9K
Nautilus Advisors LLC11,804
0.4% of portfolio›$583.8K
Scott Capital Advisors, LLC11,749
0.1% of portfolio›$581.7K
CoreCap Advisors, LLC10,845
0.0% of portfolio›$536.4K
Navigation Wealth Management, Inc.10,742
0.8% of portfolio›$532.2K
Next Level Private LLC10,573
0.1% of portfolio›$522.9K
R2 Capital Strategies, LLC10,512
0.2% of portfolio›$519.9K
Advisortrust Partners, LLC10,001
0.2% of portfolio›$494.6K
Everhart Financial Group, Inc.9,843
0.0% of portfolio›$486.8K
Avior Wealth Management, LLC9,826
0.0% of portfolio›$486.0K
Integrated Advisors Network LLC9,676
0.0% of portfolio›$478.6K
Legacy Capital Wealth Partners, LLC9,273
0.1% of portfolio›$458.6K
Strategic Planning Group, LLC9,209
0.0% of portfolio›$455.5K
Provenance Wealth Advisors, LLC9,115
0.0% of portfolio›$450.8K
Redwood Financial Network Corp9,084
0.2% of portfolio›$449.3K
UMB Bank, n.a.9,013
0.0% of portfolio›$445.8K
Madden Securities Corp8,990
0.1% of portfolio›$444.6K
Elmwood Wealth Management, Inc.8,756
0.1% of portfolio›$433.1K
Mccarter Private Wealth Services LLC8,486
0.1% of portfolio›$419.7K
Team Financial Group, LLC8,409
0.2% of portfolio›$415.9K
Forum Financial Management, LP8,293
0.0% of portfolio›$410.2K
Golden State Wealth Management, LLC7,951
0.0% of portfolio›$393.3K
Tenet Wealth Partners, LLC7,912
0.3% of portfolio›$391.3K
Nfsg Corp7,860
0.0% of portfolio›$388.8K
MTM Investment Management, LLC7,775
0.1% of portfolio›$384.6K
Norden Group LLC7,771
0.0% of portfolio›$384.3K
Park Avenue Securities LLC7,767
0.0% of portfolio›$384
KWB Wealth7,711
0.0% of portfolio›$381.4K
Beaumont Financial Advisors, LLC7,637
0.0% of portfolio›$377.7K
Richmond Investment Services, LLC7,589
0.1% of portfolio›$375.4K
Bank of New York Mellon Corp7,090
0.0% of portfolio›$350.7K
Guidance Capital, Inc6,929
0.1% of portfolio›$342.8K
Money Concepts Capital Corp6,726
0.0% of portfolio›$332.7K
Cyr Financial Inc.6,585
0.2% of portfolio›$325.7K
MCF Advisors LLC6,571
0.0% of portfolio›$325.1K
Patriot Financial Group Insurance Agency, LLC6,444
0.0% of portfolio›$318.7K
Cooper Capital Advisors LLC6,409
0.1% of portfolio›$317.0K
PCG Asset Management, LLC6,400
0.2% of portfolio›$317.6K
1900 Wealth Management LLC6,213
0.0% of portfolio›$307.3K
Comprehensive Financial Consultants Institutional, Inc.6,160
0.1% of portfolio›$304.7K
Retirement Planning Group, LLC6,080
0.0% of portfolio›$300.7K
Mann Financial Group, Inc.6,000
0.2% of portfolio›$296.8K
Howard Wealth Management, LLC5,965
0.1% of portfolio›$295.1K
Intrua Financial, LLC5,964
0.0% of portfolio›$295.0K
Cadent Capital Advisors, LLC5,917
0.1% of portfolio›$292.7K
Bluedoor Private Wealth, LLC5,860
0.1% of portfolio›$289.8K
Cullen T Bankers, Inc.5,841
0.0% of portfolio›$288.9K
Spinnaker Investment Group, LLC5,709
0.0% of portfolio›$282.4K
Indivisible Partners5,705
0.0% of portfolio›$282.2K
MFA Wealth Advisors, LLC5,658
0.0% of portfolio›$279.8K
Milestone Asset Management, LLC5,655
0.0% of portfolio›$279.7K
MidAtlantic Capital Management, Inc.5,520
0.2% of portfolio›$273.0K
Armor Investment Advisors, LLC5,449
0.1% of portfolio›$269.5K
Wavvest Wealth LLC5,435
0.2% of portfolio›$268.8K
Harmony Asset Management LLC5,420
0.1% of portfolio›$268.1K
Roman Butler Fullerton & Co5,231
0.1% of portfolio›$259.3K
Advisor Resource Council4,768
0.1% of portfolio›$235.9K
Diversified Trust Co4,635
0.0% of portfolio›$229.2K
Buck Wealth Strategies, LLC4,619
0.0% of portfolio›$228.4K
PVG Asset Management Corp4,586
0.2% of portfolio›$226.8K
Trust Co of Toledo NA4,315
0.0% of portfolio›$213.4K
Legacy Wealth Partners, LLC4,272
0.0% of portfolio›$211.3K
Ted Buchan & Co4,227
0.1% of portfolio›$209.1K
TD Waterhouse Canada Inc.4,206
0.0% of portfolio›$208.5K
Novem Group4,145
0.0% of portfolio›$205.0K
Owl Creek Wealth Partners LLC1,860
0.0% of portfolio›$92.0K
Parkside Financial Bank & Trust1,666
0.0% of portfolio›$82.4K
Silver Grove Financial Group, Inc.1,307
0.0% of portfolio›$64.6K
NBH Bank1,079
0.0% of portfolio›$53.4K
Pinnacle Bancorp, Inc.818
0.0% of portfolio›$40.5K
CX Institutional700
0.0% of portfolio›$35
Jacobi Capital Management LLC400
0.0% of portfolio›$19.8K
Nemes Rush Group LLC384
0.0% of portfolio›$19.0K
Allworth Financial LP364
0.0% of portfolio›$18.0K
Strengthening Families & Communities, LLC334
0.0% of portfolio›$16.5K
Lodestone Wealth Management LLC317
0.0% of portfolio›$15.7K
Versant Capital Management, Inc311
0.0% of portfolio›$15.4K
Birchbrook, Inc.302
0.0% of portfolio›$14.9K
Caldwell Trust Co300
0.0% of portfolio›$14.8K
Central Trust Co292
0.0% of portfolio›$14.4K
PFS Partners, LLC260
0.0% of portfolio›$12.9K
Triumph Capital Management250
0.0% of portfolio›$12.4K
Richards, Merrill & Peterson, Inc.250
0.0% of portfolio›$12.4K
Lanark Financial, Inc.200
0.0% of portfolio›$9.9K
Independence Bank of Kentucky196
0.0% of portfolio›$9.7K
Plante Moran Financial Advisors, LLC186
0.0% of portfolio›$9.2K
Planning Strategies Inc.179
0.0% of portfolio›$8.9K
Hughes Financial Services, LLC153
0.0% of portfolio›$7.6K
Mainstream Capital Management LLC126
0.0% of portfolio›$6.2K
Coston, McIsaac & Partners112
0.0% of portfolio›$5.5K
Archer Investment Corp88
0.0% of portfolio›$4.4K
Princeton Global Asset Management LLC85
0.0% of portfolio›$4.2K
Creative Capital Management Investments LLC79
0.0% of portfolio›$3.9K
Pinnacle Wealth Planning Services, Inc.60
0.0% of portfolio›$3.0K
Thurston, Springer, Miller, Herd & Titak, Inc.57
0.0% of portfolio›$2.8K
First Command Advisory Services, Inc.21
0.0% of portfolio›$1.0K
Kingdom Financial Group Llc.20
0.0% of portfolio›$989
Center for Financial Planning, Inc.17
0.0% of portfolio›$840
Parallel Advisors, LLC7
0.0% of portfolio›$346
Cherry Tree Wealth Management, LLC1
0.0% of portfolio›$30
Prairie Wealth Advisors, Inc.0
2.3% of portfolio›$10.9M
StyleTurnoverLocationFiled
LPL Financial LLC
17,825,684$881.7M0.2%IndexVery LowFort Mill, SC2026-11-06
PNC Financial Services Group, Inc.
5,839,212$288.8M0.2%GrowthVery LowPittsburgh, PA2026-11-06
Commonwealth Equity Services, LLC
2,181,019$107.9M0.1%ETFLowWaltham, MA2026-11-02
Crane Advisory, LLC
1,576,089$78.0M11.0%ETFVery LowFullerton, CA2026-10-13
Financial Management Professionals, Inc.
1,017,155$50.5M4.8%ETFMediumAustin, TX2026-10-23
Valeo Financial Advisors, LLC
914,811$45.2M1.0%ETFLowCarmel, IN2026-10-08
Leelyn Smith, LLC
872,833$43.2M4.8%GrowthLowGeneva, IL2026-11-03
Lakeshore Financial Planning, Inc.
843,157$41.7M12.9%ETFLowSt. Clair Shores, MI2026-10-13
Main Street Group, LTD
811,366$40.1M9.0%ETFMediumGlen Allen, VA2026-10-28
Concurrent Investment Advisors, LLC
799,575$39.5M0.3%GrowthMediumTampa, FL2026-10-16
Disciplina Capital Management LLC
734,738$36.4M3.5%ETFLowNashville, TN2026-11-06
Prairie Advisory, LLC
717,018$35.5M4.1%ETFN/ALeawood, KS2026-10-19
Navigation Group, LLC
696,711$34.5M6.9%ETFVery LowRedwood City, CA2026-10-28
Blue Water Asset Management
668,866$33.1M10.7%ETFLowGrand Rapids, MI2026-11-04
Diversify Wealth Management, LLC
644,477$31.9M0.5%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
644,477$31.9M0.5%GrowthLowSandy, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
643,292$31.8K0.0%ETFLowFairfield, IA2026-11-02
Persium Advisors, LLC
618,064$30.6M16.0%ETFLowAtlanta, GA2026-10-07
MBM Wealth Consultants, LLC
610,136$30.2M5.5%ETFVery LowChesterfield, MO2026-10-20
BOS Asset Management, LLC
476,689$23.6M5.5%ETFLowSpringfield, IL2026-10-09
IAG Wealth Partners, LLC
456,106$22.6M2.1%ETFLowWaukesha, WI2026-11-06
Embree Financial Group
441,618$21.8M2.1%ETFLowChicago, IL2026-10-22
Beaumont Asset Management, L.L.C.
441,490$21.8M7.5%ETFLowBeaumont, TX2026-10-16
Ironwood Wealth Management, Inc.
439,372$21.7M9.2%ETFVery LowHurricane, WV2026-10-14
Bulwark Capital Corp
437,002$21.6M11.4%ETFMediumFernandina Beach, FL2026-10-13
Symphony Financial, Ltd. Co.
434,139$21.5M1.9%GrowthLowHouston, TX2026-10-22
Financial Consulate, Inc
432,483$21.4M2.4%ETFLowHunt Valley, MD2026-10-23
Caliber Wealth Management, LLC / KS
429,864$21.3M2.1%ETFLowOverland Park, KS2026-11-04
Onyx Bridge Wealth Group LLC
429,269$21.2M1.9%ETFMediumTarrytown, NY2026-10-16
Ashton Thomas Private Wealth, LLC
411,684$20.4M0.4%CoreMediumScottsdale, AZ2026-11-03
Northwest Financial Advisors
378,713$18.7M2.5%ETFLowHerndon, VA2026-10-27
Clark Wealth Partners
376,065$18.7M9.7%ETFVery LowO'Fallon, IL2026-10-19
Davenport & Co LLC
357,670$17.7M0.1%CoreMediumRichmond, VA2026-10-14
Kestra Advisory Services, LLC
337,362$16.7M0.0%CoreLowAustin, TX2026-11-02
Fairvoy Private Wealth, LLC
329,945$16.3M3.3%GrowthMediumBirmingham, AL2026-10-19
Bouvel Investment Partners, LLC
324,769$16.1M3.7%Agg GrowthMediumPhoenixville, PA2026-10-13
Oppenheimer & Co Inc
323,728$16.0M0.2%CoreLowNew York, NY2026-10-26
Fifth Third Bancorp
319,725$15.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Hedeker Wealth, LLC
312,067$15.4M2.8%GrowthLowLincolnshire, IL2026-10-23
M Wealth Management, LLC
295,414$14.6M11.3%ETFVery LowSan Diego, CA2026-10-14
Daymark Wealth Partners, LLC
292,570$14.5M0.3%CoreLowCincinnati, OH2026-11-04
Good Steward Wealth Advisors,LLC
290,189$14.4M8.6%ETFMediumClarksville, TN2026-11-06
AFG Fiduciary Services Limited Partnership
280,939$13.9M10.6%ETFVery LowHingham, MA2026-10-21
Assetmark, Inc
273,784$13.5M0.0%ETFLowConcord, CA2026-10-21
Acumen Wealth Advisors, LLC
271,804$13.5M2.5%GrowthHighChattanooga, TN2026-11-05
Valmark Advisers, Inc.
268,811$13.3M0.1%ETFVery LowAkron, OH2026-11-06
Horizon Wealth Management, LLC
266,552$13.2M1.7%ETFVery HighLa Grange, IL2026-11-02
Farther Finance Advisors, LLC
262,643$13.0M0.1%IndexLowSan Francisco, CA2026-10-08
Shore Point Advisors, LLC
252,696$12.4M3.9%ETFLowBrielle, NJ2026-10-14
Creative Financial Designs Inc
250,997$12.4M0.6%ETFMediumKokomo, IN2026-11-04
J.W. Cole Advisors, Inc.
249,851$12.4M0.2%IndexLowTampa, FL2026-11-05
Tabr Capital Management, LLC
242,021$12.0M8.8%ETFHighOrange, CA2026-10-20
Choice Wealth Advisors LLC
233,320$11.5M4.0%ETFMediumWaterville, ME2026-10-16
Wealth Enhancement Advisory Services, LLC
222,928$11.0M0.0%CoreLowPlymouth, MN2026-10-13
Sheets Smith Wealth Management
220,744$10.9M1.1%CoreLowWinston-Salem, NC2026-10-16
Advisory Resource Group
220,070$10.9M1.6%GARPMediumTulsa, OK2026-10-26
Focused Alpha, LLC
218,570$10.8M2.7%CoreMediumDenver, CO2026-10-20
Stonebridge Financial Group, LLC
212,381$10.5M0.8%ETFMediumWormleysburg, PA2026-10-01
Cedar Mountain Advisors, LLC
206,790$10.2M1.7%ETFVery LowLake Oswego, OR2026-10-15
Global View Capital Management LLC
203,370$10.1M2.2%ETFHighWaukesha, WI2026-10-28
Little House Capital LLC
203,309$10.1M2.3%CoreLowBraintree, MA2026-11-06
Live Oak Investment Partners
196,161$9.7M5.2%ETFMediumAustin, TX2026-10-23
Goldstein Advisors, LLC
192,323$9.5M0.8%ETFMediumMadison, WI2026-10-15
Spire Wealth Management
184,201$9.1M0.3%GrowthMediumMclean, VA2026-10-30
Vista Investment Partners LLC
172,348$8.5M2.2%MomentumMediumOklahoma City, OK2026-10-08
Congress Park Capital LLC
170,089$8.4M2.2%ValueLowSaratoga Springs, NY2026-10-13
IFP Advisors, Inc
168,999$8.4M0.1%GrowthLowTampa, FL2026-10-16
Americana Partners, LLC
166,459$8.2M0.2%CoreMediumHouston, TX2026-10-28
Innovative Wealth Building LLC
164,484$8.1M4.5%ETFVery LowCalifornia, MD2026-10-14
Wespac Advisors, LLC
162,200$8.0M4.1%ETFHighOrinda, CA2026-10-26
Perigon Wealth Management, LLC
159,567$7.9M0.1%GrowthLowSan Francisco, CA2026-10-22
Leisure Capital Management
156,460$7.7M2.4%CoreLowCosta Mesa, CA2026-11-03
Parsons Capital Management Inc
152,889$7.6M0.3%CoreLowProvidence, RI2026-10-28
Curran Financial Partners, LLC
149,866$7.4M1.2%ETFMediumDaniel Island, SC2026-11-04
Regions Financial Corp
146,863$7.3M0.0%CoreLowBirmingham, AL2026-11-05
Raab & Moskowitz Asset Management LLC
140,831$7.0M1.4%CoreLowChatham, NJ2026-11-02
Master's Wealth Management Inc.
140,348$6.9M2.0%ETFMediumLancaster, PA2026-10-22
Collective Family Office LLC
139,349$6.9M1.4%ETFLowYork, PA2026-10-05
Sowell Financial Services LLC
137,747$6.8M0.2%CoreLowNorth Little Rock, AR2026-10-23
Ifrah Financial Services, Inc.
135,805$6.7M1.7%ETFLowLittle Rock, AR2026-10-13
Cornerstone Advisors Asset Management, LLC
135,148$6.7M0.7%ETFLowBethlehem, PA2026-11-06
Clearwave Capital, LLC
134,026$6.6M3.5%GrowthLowUpland, CA2026-10-27
Thrivent Financial for Lutherans
129,465$6.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Interchange Capital Partners, LLC
123,018$6.1M1.0%GrowthLowPittsburgh, PA2026-10-28
Smallwood Wealth Investment Management, LLC
122,926$6.1M2.6%ETFVery LowRed Bank, NJ2026-10-30
Avestar Capital, LLC
121,880$6.0M0.5%GrowthLowNew York, NY2026-10-28
Correct Capital Wealth Management
121,767$6.0M1.0%ETFMediumClayton, MO2026-11-02
Destiny Wealth Partners, LLC
120,485$6.0M0.6%ETFMediumTavares, FL2026-11-05
Alpha Zero LLC
118,044$5.8M1.9%ETFLowBoca Raton, FL2026-11-06
Iron Financial LLC
116,135$5.7M2.4%ETFLowNorthbrook, IL2026-10-23
Phoenix Wealth Advisors
115,381$5.7M1.8%CoreLowChapel Hill, NC2026-11-03
Everest Financial Group LLC
115,354$5.7M0.7%GrowthVery LowMinneapolis, MN2026-11-06
Catalyst Capital Advisors LLC
115,165$5.7M0.1%ETFVery LowSan Juan, PR2026-11-02
AXS Investments LLC
112,410$5.6M0.5%GrowthMediumPort Chester, NY2026-11-04
Blue Trust, Inc.
112,376$5.6M0.1%ETFLowBrentwood, TN2026-10-15
Wealthcare Advisory Partners LLC
109,775$5.4M0.1%ETFLowWest Chester, PA2026-10-21
Flagship Harbor Advisors, LLC
109,459$5.4M0.2%ETFMediumBoston, MA2026-10-26
Ignite Planners, LLC
106,215$5.3M0.7%CoreLowSan Clemente, CA2026-10-14
Fermata Advisors, LLC
105,039$5.2M1.0%ETFLowSonoma, CA2026-10-13
Truist Financial Corp
104,783$5.2M0.0%CoreLowCharlotte, NC2026-10-30
Integrity Alliance, Llc.
103,586$5.1M0.2%ETFMediumUrbandale, IA2026-10-29
Thayer Partners, LLC / MA
97,489$4.8M2.0%ETFVery LowWyndmoor, PA2026-11-06
Verus Capital Partners, LLC
96,452$4.8M0.2%GrowthLowScottsdale, AZ2026-11-03
Fortitude Advisory Group L.L.C.
92,638$4.6M1.7%GrowthMediumGig Harbor, WA2026-10-15
Simplicity Wealth,LLC
92,059$4.6M0.1%ETFLowSummit, NJ2026-10-23
Commonwealth Retirement Investments LLC
90,872$4.5M1.2%CoreMediumRichmond, VA2026-10-26
Creative Planning
88,920$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Seed Wealth Management, Inc.
88,478$4.4M2.7%ETFMediumEvanston, IL2026-10-20
B. Riley Wealth Advisors, Inc.
86,523$4.3M0.2%GrowthLowMemphis, TN2026-10-13
Sigma Planning Corp
86,167$4.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Lido Advisors, LLC
82,905$4.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Unique Wealth Strategies, LLC
81,932$4.1M1.5%CoreMediumBurr Ridge, IL2026-10-13
Axxcess Wealth Management, LLC
80,256$4.0M0.2%CoreLowCarlsbad, CA2026-10-21
Client First Investment Management LLC
77,792$3.8M1.8%ETFHighWest Bend, WI2026-10-09
Smart Wealth LLC
77,743$3.8M0.8%ETFHighOmaha, NE2026-11-04
Inscription Capital, LLC
76,597$3.8M0.4%GARPMediumHouston, TX2026-11-02
First Citizens Financial Corp
76,427$3.8M1.6%ETFLowMason City, IA2026-10-02
Nilsine Partners, LLC
76,314$3.8M0.3%CoreMediumGreenwood Village, CO2026-11-02
WPG Advisers, LLC
74,414$3.7M2.0%CoreLowBaltimore, MD2026-10-27
Crusonia Wealth Advisors LLC
70,453$3.5M0.5%ETFVery LowDenver, CO2026-10-26
Macco Financial Group, Inc.
70,004$3.5M2.1%ETFHighGreen Bay, WI2026-11-05
Prevail Innovative Wealth Advisors, LLC
64,365$3.2M0.4%CoreVery HighLeawood, KS2026-10-20
Avidian Wealth Enterprises, LLC
62,448$3.1M0.1%ETFLowHouston, TX2026-10-08
Visionary Wealth Advisors
60,318$3.0M0.1%ETFLowO'Fallon, IL2026-11-04
Genesis Private Wealth, LLC
56,672$2.8M0.8%ETFLowAshburn, VA2026-11-02
Cypress Capital, LLC
56,166$2.8M0.7%ETFMediumFranklin, TN2026-10-20
Sovran Advisors, LLC
56,001$2.8M0.2%ETFMediumSan Diego, CA2026-11-02
Kingswood Wealth Advisors, LLC
55,504$2.7M0.1%GrowthLowSan Diego, CA2026-10-23
Acorn Wealth Advisors, LLC
55,160$2.7M0.7%ETFLowGrand Blanc, MI2026-10-19
Ridgeline Wealth, LLC
54,726$2.7M1.5%ETFVery LowMesa, AZ2026-10-14
Elevation Point Wealth Partners, LLC
53,809$2.7M0.0%CoreHighDenver, CO2026-11-05
Financial Planning Navigators Corp
52,408$2.6M0.9%ETFMediumMaple Grove, MN2026-10-14
Cravens & Co Advisors, LLC
50,788$2.5M1.7%CoreMediumCookeville, TN2026-10-16
Stewardship Concepts Financial Services LLC
46,404$2.3M1.5%ETFLowSpokane, WA2026-10-06
First United Bank & Trust
46,164$2.3M0.7%CoreLowOakland, MD2026-10-22
4Wealth Advisors, Inc.
45,574$2.3M1.6%ETFMediumBurr Ridge, IL2026-10-13
SteelPeak Wealth, LLC
45,537$2.3M0.1%GrowthHighWoodland Hills, CA2026-10-16
Aviance Capital Partners, LLC
45,531$2.3M0.2%CoreLowNaples, FL2026-10-29
Accurate Wealth Management, LLC
44,922$2.2M0.2%CoreMediumWesley Chapel, FL2026-10-20
Soltis Investment Advisors LLC
43,927$2.2M0.1%CoreMediumSt. George, UT2026-10-28
TradeWell Securities, Llc.
41,943$2.1M0.7%GrowthVery LowFort Wayne, IN2026-10-21
First Heartland Consultants, Inc.
41,426$2.0M0.1%ETFMediumLake St. Louis, MO2026-10-08
Clearstead Advisors, LLC
41,046$2.0M0.0%ETFLowCleveland, OH2026-11-06
Nova Financial LLC
40,399$2.0M0.8%N/AN/ATucson, AZ2026-11-04
Prospera Financial Services Inc
37,628$1.9M0.0%CoreMediumDallas, TX2026-11-04
Moors & Cabot, Inc.
36,022$1.8M0.1%CoreLowBoston, MA2026-11-06
D.A. Davidson & Co.
35,263$1.7M0.0%CoreLowGreat Falls, MT2026-10-28
Howard Capital Management, LLC
34,925$1.7M0.0%ETFHighAlpharetta, GA2026-10-16
Intelligence Driven Advisers, LLC
33,748$1.7M0.3%ETFLowCarlsbad, CA2026-10-09
Petros Family Wealth, LLC
31,817$1.6M0.9%GrowthMediumBloomington, MN2026-10-28
Private Trust Co NA
31,577$1.6M0.1%CoreLowCleveland, OH2026-10-20
Grantvest Financial Group LLC
31,163$1.5M0.9%ETFLowMatawan, NJ2026-10-21
626 Financial, LLC
30,735$1.5M0.6%CoreLowPortage, MI2026-11-04
Summit Financial Strategies, Inc.
29,999$1.5M0.1%ETFLowColumbus, OH2026-10-14
Regatta Capital Group, LLC
28,808$1.4M0.2%ETFLowEl Segundo, CA2026-10-23
City Center Advisors, LLC
27,859$1.4M1.1%ETFMediumTroy, MI2026-10-08
EverSource Wealth Advisors, LLC
26,343$1.3M0.0%CoreMediumBirmingham, AL2026-11-04
Carlson Financial, Inc.
23,723$1.2M0.6%GrowthLowCanby, OR2026-11-05
Allspring Global Investments Holdings, LLC
23,301$1.2M0.0%CoreMediumCharlotte, NC2026-11-04
Excalibur Management Corp
23,159$1.1M0.4%CoreVery LowWaltham, MA2026-11-02
LexAurum Advisors, LLC
21,662$1.1M0.1%ETFLowOverland Park, KS2026-10-19
Independent Financial Group, LLC
21,389$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
Cornerstone Wealth Management, LLC
20,580$1.0M0.0%ETFVery LowSt. Peters, MO2026-11-04
Brookstone Capital Management
20,426$1.0M0.0%ETFMediumWheaton, IL2026-10-22
Relyea Zuckerberg Hanson LLC
20,071$992.7K0.1%ETFLowStamford, CT2026-10-20
Insight Wealth Partners, LLC
19,174$948.3K0.1%ETFLowPlano, TX2026-10-26
Summit Wealth Group LLC / Co
18,966$938.1K0.1%ETFHighColorado Springs, CO2026-10-29
Tcfg Investment Advisors, LLC
18,520$916.0K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Kestra Private Wealth Services, LLC
18,300$905.1K0.0%GrowthLowAustin, TX2026-11-06
Howard Financial Services, Ltd.
18,224$901.3K0.1%ETFLowDallas, TX2026-10-15
Founders Financial Securities LLC
18,124$896.4K0.0%ETFMediumTowson, MD2026-10-28
Friedenthal Financial
18,122$896.3K0.4%ETFHighMarlton, NJ2026-10-27
Rossby Financial, LCC
17,875$884.1K0.1%ETFMediumMelbourne, FL2026-11-05
Richardson Capital Management LLC
17,722$876.5K0.4%ETFLowMenomonee Falls, WI2026-10-23
US Bancorp \de\
17,685$874.7K0.0%IndexLowMinneapolis, MN2026-11-05
Tempus Wealth Planning, LLC
17,453$863.2K0.2%ETFMediumIrvine, CA2026-10-14
Condor Capital Management
17,387$860.0K0.1%ETFLowMartinsville, NJ2026-11-06
Kathmere Capital Management, LLC
17,218$851.6K0.0%ETFLowWayne, PA2026-10-20
Focus Financial Network, Inc.
17,055$844.7K0.0%ETFLowMinneapolis, MN2026-10-14
Merit Financial Group, LLC
16,763$829.1K0.0%ETFLowAlpharetta, GA2026-11-06
Visionary Horizons, LLC
16,693$825.7K0.3%ETFLowKnoxville, TN2026-10-22
Prime Capital Investment Advisors, LLC
16,464$814.3K0.0%ETFLowOverland Park, KS2026-10-20
Mills Wealth Advisors LLC
16,451$813.7K0.3%ETFMediumSouthlake, TX2026-10-22
Worth Asset Management, LLC
16,090$795.8K0.2%ETFHighDallas, TX2026-10-07
Global Trust Asset Management, LLC
15,440$763.7K0.2%GrowthMediumPalm Beach Gardens, FL2026-10-19
StoneX Group Inc.
15,163$751.3K0.0%ETFMediumNew York, NY2026-11-03
McAdam, LLC
14,908$737.4K0.0%ETFLowPhiladelphia, PA2026-10-21
WealthBridge Capital Management, LLC
14,634$723.8K0.1%ETFLowWesterville, OH2026-10-16
Prospect Financial Group LLC
14,233$704.0K0.6%ETFVery LowArlington, VA2026-11-05
Choreo, LLC
14,231$706.3K0.0%IndexLowRockford, IL2026-10-28
Cedar Point Capital Partners, LLC
14,127$698.7K0.4%ETFMediumCedar Rapids, IA2026-10-29
WealthPlan Investment Management, LLC
14,019$693.4K0.0%GrowthMediumOmaha, NE2026-10-15
Koshinski Asset Management, Inc.
13,879$686.4K0.0%ETFLowDecatur, IL2026-10-29
Register Financial Advisors LLC
13,876$686.3K0.2%GARPLowAtlanta, GA2026-10-23
VestGen Advisors, LLC
13,766$680.9K0.0%GrowthMediumChicago, IL2026-10-27
PKS Advisory Services, LLC
13,719$679.8K0.1%ETFMediumAlbany, NY2026-10-26
Cottage Street Advisors LLC
13,587$672.0K0.3%GrowthLowMarion, MA2026-10-19
Trilogy Capital Inc.
13,312$658.4K0.0%ETFMediumIrvine, CA2026-10-20
Summit Global Investments
12,338$6100.0%CoreMediumBountiful, UT2026-10-28
AlphaCore Capital LLC
11,959$593.5K0.0%ETFLowLa Jolla, CA2026-11-04
BankPlus Wealth Management LLC
11,956$591.4K0.3%ETFLowJackson, MS2026-10-13
Blueprint Financial Advisors LLC
11,908$589.0K0.1%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
11,908$589.0K0.0%ETFMediumGreensboro, NC2026-10-28
Jones Kertz & Associates, Inc.
11,846$585.9K0.3%GrowthLowBlaine, MN2026-10-28
Nautilus Advisors LLC
11,804$583.8K0.4%GrowthLowLa Jolla, CA2026-10-07
Scott Capital Advisors, LLC
11,749$581.7K0.1%ETFVery LowPortland, OR2026-10-13
CoreCap Advisors, LLC
10,845$536.4K0.0%ETFMediumSouthfield, MI2026-10-08
Navigation Wealth Management, Inc.
10,742$532.2K0.8%ETFLowFort Collins, CO2026-11-03
Next Level Private LLC
10,573$522.9K0.1%CoreVery LowHarrison, NY2026-10-20
R2 Capital Strategies, LLC
10,512$519.9K0.2%ETFN/ALincoln, NE2026-10-15
Advisortrust Partners, LLC
10,001$494.6K0.2%CoreHighRaleigh, NC2026-11-02
Everhart Financial Group, Inc.
9,843$486.8K0.0%ETFLowDublin, OH2026-10-08
Avior Wealth Management, LLC
9,826$486.0K0.0%ETFMediumOmaha, NE2026-10-13
Integrated Advisors Network LLC
9,676$478.6K0.0%GrowthMediumDallas, TX2026-10-20
Legacy Capital Wealth Partners, LLC
9,273$458.6K0.1%CoreMediumLittle Rock, AR2026-10-21
Strategic Planning Group, LLC
9,209$455.5K0.0%GrowthMediumBountiful, UT2026-10-22
Provenance Wealth Advisors, LLC
9,115$450.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Redwood Financial Network Corp
9,084$449.3K0.2%ETFLowSolon, OH2026-11-03
UMB Bank, n.a.
9,013$445.8K0.0%CoreLowKansas City, MO2026-11-06
Madden Securities Corp
8,990$444.6K0.1%GrowthMediumDallas, TX2026-10-27
Elmwood Wealth Management, Inc.
8,756$433.1K0.1%ETFLowBerkeley, CA2026-10-14
Mccarter Private Wealth Services LLC
8,486$419.7K0.1%CoreLowBoston, MA2026-10-22
Team Financial Group, LLC
8,409$415.9K0.2%ETFLowTemecula, CA2026-10-30
Forum Financial Management, LP
8,293$410.2K0.0%ETFLowLombard, IL2026-10-16
Golden State Wealth Management, LLC
7,951$393.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Tenet Wealth Partners, LLC
7,912$391.3K0.3%ETFN/AChampaign, IL2026-10-19
Nfsg Corp
7,860$388.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
MTM Investment Management, LLC
7,775$384.6K0.1%CoreVery LowSpartanburg, SC2026-10-30
Norden Group LLC
7,771$384.3K0.0%GrowthMediumProvo, UT2026-10-20
Park Avenue Securities LLC
7,767$3840.0%ETFMediumNew York, NY2026-10-26
KWB Wealth
7,711$381.4K0.0%ETFMediumRedlands, CA2026-10-16
Beaumont Financial Advisors, LLC
7,637$377.7K0.0%GrowthMediumNeedham, MA2026-10-22
Richmond Investment Services, LLC
7,589$375.4K0.1%ETFLowMequon, WI2026-10-29
Bank of New York Mellon Corp
7,090$350.7K0.0%CoreLowNew York, NY2026-11-05
Guidance Capital, Inc
6,929$342.8K0.1%ETFMediumLousville, KY2026-11-03
Money Concepts Capital Corp
6,726$332.7K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Cyr Financial Inc.
6,585$325.7K0.2%ETFLowHennepin, IL2026-10-16
MCF Advisors LLC
6,571$325.1K0.0%ETFLowLexington, KY2026-10-28
Patriot Financial Group Insurance Agency, LLC
6,444$318.7K0.0%GrowthLowWalpole, MA2026-10-14
Cooper Capital Advisors LLC
6,409$317.0K0.1%ETFMediumEncinitas, CA2026-10-29
PCG Asset Management, LLC
6,400$317.6K0.2%ETFVery LowGladstone, NJ2026-11-05
1900 Wealth Management LLC
6,213$307.3K0.0%ETFLowSan Antonio, TX2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
6,160$304.7K0.1%CoreMediumBloomington, IN2026-10-15
Retirement Planning Group, LLC
6,080$300.7K0.0%ETFVery LowLeawood, KS2026-10-19
Mann Financial Group, Inc.
6,000$296.8K0.2%ETFLowDetroit Lakes, MN2026-10-15
Howard Wealth Management, LLC
5,965$295.1K0.1%ETFVery LowMadison, CT2026-10-28
Intrua Financial, LLC
5,964$295.0K0.0%ETFMediumHouston, TX2026-10-28
Cadent Capital Advisors, LLC
5,917$292.7K0.1%ETFHighTulsa, OK2026-10-09
Bluedoor Private Wealth, LLC
5,860$289.8K0.1%CoreLowBeverly, MA2026-11-05
Cullen T Bankers, Inc.
5,841$288.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Spinnaker Investment Group, LLC
5,709$282.4K0.0%ETFLowNewport Beach, CA2026-10-13
Indivisible Partners
5,705$282.2K0.0%GrowthMediumClearwater, FL2026-10-26
MFA Wealth Advisors, LLC
5,658$279.8K0.0%ETFMediumPittsburgh, PA2026-10-07
Milestone Asset Management, LLC
5,655$279.7K0.0%GrowthHighPittsburgh, PA2026-10-15
MidAtlantic Capital Management, Inc.
5,520$273.0K0.2%ETFVery LowRichmond, VA2026-11-05
Armor Investment Advisors, LLC
5,449$269.5K0.1%ETFLowRaleigh, NC2026-10-27
Wavvest Wealth LLC
5,435$268.8K0.2%ETFN/AChicago, IL2026-10-21
Harmony Asset Management LLC
5,420$268.1K0.1%GrowthMediumScottsdale, AZ2026-10-20
Roman Butler Fullerton & Co
5,231$259.3K0.1%GrowthMediumSt Louis, MO2026-10-27
Advisor Resource Council
4,768$235.9K0.1%ETFLowDallas, TX2026-11-05
Diversified Trust Co
4,635$229.2K0.0%CoreLowMemphis, TN2026-11-06
Buck Wealth Strategies, LLC
4,619$228.4K0.0%ValueMediumDenver, CO2026-10-28
PVG Asset Management Corp
4,586$226.8K0.2%GrowthMediumGolden, CO2026-10-19
Trust Co of Toledo NA
4,315$213.4K0.0%GrowthVery LowHolland, OH2026-10-16
Legacy Wealth Partners, LLC
4,272$211.3K0.0%ETFHighLakewood, CO2026-10-15
Ted Buchan & Co
4,227$209.1K0.1%ETFLowSan Diego, CA2026-10-23
TD Waterhouse Canada Inc.
4,206$208.5K0.0%CoreLowToronto, Australia2026-10-16
Novem Group
4,145$205.0K0.0%ETFMediumRochester, NY2026-10-19
Owl Creek Wealth Partners LLC
1,860$92.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Parkside Financial Bank & Trust
1,666$82.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
1,307$64.6K0.0%CoreMediumOrchard Park, NY2026-11-05
NBH Bank
1,079$53.4K0.0%CoreN/AGreenwood Village, CO2026-11-05
Pinnacle Bancorp, Inc.
818$40.5K0.0%CoreVery LowBeatrice, NE2026-10-21
CX Institutional
700$350.0%CoreMediumAuburn, IN2026-10-02
Jacobi Capital Management LLC
400$19.8K0.0%CoreLowPittston, PA2026-11-05
Nemes Rush Group LLC
384$19.0K0.0%CoreVery LowNovi, MI2026-11-04
Allworth Financial LP
364$18.0K0.0%IndexLowFolsom, CA2026-11-06
Strengthening Families & Communities, LLC
334$16.5K0.0%CoreMediumBoston, MA2026-10-21
Lodestone Wealth Management LLC
317$15.7K0.0%CoreLowSpokane, WA2026-10-14
Versant Capital Management, Inc
311$15.4K0.0%GARPLowPhoenix, AZ2026-10-02
Birchbrook, Inc.
302$14.9K0.0%ETFLowBangor, ME2026-10-14
Caldwell Trust Co
300$14.8K0.0%GrowthLowVenice, FL2026-10-30
Central Trust Co
292$14.4K0.0%CoreLowJefferson City, MO2026-11-05
PFS Partners, LLC
260$12.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Triumph Capital Management
250$12.4K0.0%ETFMediumDenver, CO2026-10-14
Richards, Merrill & Peterson, Inc.
250$12.4K0.0%GrowthLowSpokane, WA2026-10-19
Lanark Financial, Inc.
200$9.9K0.0%CoreMediumBirmingham, AL2026-10-26
Independence Bank of Kentucky
196$9.7K0.0%GrowthLowOwensboro, KY2026-10-26
Plante Moran Financial Advisors, LLC
186$9.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Planning Strategies Inc.
179$8.9K0.0%ETFN/ALancaster, PA2026-10-02
Hughes Financial Services, LLC
153$7.6K0.0%ETFLowHerndon, VA2026-10-30
Mainstream Capital Management LLC
126$6.2K0.0%GrowthLowLos Angeles, CA2026-10-23
Coston, McIsaac & Partners
112$5.5K0.0%YieldVery LowBar Harbor, ME2026-11-06
Archer Investment Corp
88$4.4K0.0%CoreMediumCarmel, IN2026-11-05
Princeton Global Asset Management LLC
85$4.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Creative Capital Management Investments LLC
79$3.9K0.0%ETFLowSan Diego, CA2026-10-28
Pinnacle Wealth Planning Services, Inc.
60$3.0K0.0%GARPLowMansfield, OH2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
57$2.8K0.0%GrowthMediumIndianapolis, IN2026-10-14
First Command Advisory Services, Inc.
21$1.0K0.0%IndexLowFort Worth, TX2026-11-05
Kingdom Financial Group Llc.
20$9890.0%ETFMediumPeoria, AZ2026-11-04
Center for Financial Planning, Inc.
17$8400.0%ETFLowSouthfied, MI2026-10-26
Parallel Advisors, LLC
7$3460.0%IndexLowSan Francisco, CA2026-11-03
Cherry Tree Wealth Management, LLC
1$300.0%ETFVery LowMinnetonka, MN2026-10-15
Prairie Wealth Advisors, Inc.
0$10.9M2.3%CoreVery LowOmaha, NE2026-10-29