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Pgim AAA CLO ETF (PAAA)

CUSIP: 69344A834 | NYSE | 382 institutional holders

Quarters

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

LPL Financial LLC9,695,371
0.1% of portfolio›$497.3M
1900 Wealth Management LLC2,303,048
6.4% of portfolio›$118.1M
Ocean Park Asset Management, LLC2,142,600
6.7% of portfolio›$109.9M
Norden Group LLC2,080,586
8.0% of portfolio›$106.7M
PNC Financial Services Group, Inc.1,230,887
0.0% of portfolio›$63.1M
Commonwealth Equity Services, LLC1,074,038
0.1% of portfolio›$55.1M
Independent Financial Group, LLC1,021,928
1.0% of portfolio›$52.4M
Highline Wealth Partners LLC834,984
8.1% of portfolio›$42.8M
Main Street Group, LTD820,422
9.5% of portfolio›$42.1M
Foguth Wealth Management, Llc.743,776
3.9% of portfolio›$38.2M
Cambridge Investment Research Advisors, Inc.729,245
0.0% of portfolio›$37.4K
Blue Trust, Inc.655,747
0.4% of portfolio›$33.6M
Insight Wealth Strategies, LLC576,138
2.9% of portfolio›$29.6M
Cooper Capital Advisors LLC556,594
11.6% of portfolio›$28.5M
Kestra Private Wealth Services, LLC506,211
0.3% of portfolio›$26.0M
Basso Capital Management, L.P.446,999
4.9% of portfolio›$22.9M
Kestra Advisory Services, LLC446,680
0.1% of portfolio›$23.0M
Truist Financial Corp405,593
0.0% of portfolio›$20.8M
WealthPlan Investment Management, LLC401,923
1.0% of portfolio›$20.6M
AdvisorNet Financial, Inc356,258
0.8% of portfolio›$18.3M
Concurrent Investment Advisors, LLC349,792
0.1% of portfolio›$17.9M
MGO One Seven LLC337,853
0.3% of portfolio›$17.3M
Level Four Advisory Services, LLC316,086
0.5% of portfolio›$16.2M
Secure Asset Management, LLC312,077
2.1% of portfolio›$16.0M
EverSource Wealth Advisors, LLC288,788
0.5% of portfolio›$14.8M
Nilsine Partners, LLC286,700
1.0% of portfolio›$14.7M
Apollon Wealth Management, LLC281,122
0.2% of portfolio›$14.4M
Community Trust & Investment Co263,969
0.7% of portfolio›$13.5M
Wealth Enhancement Advisory Services, LLC234,300
0.0% of portfolio›$12.0M
Atria Investments, Inc232,235
0.1% of portfolio›$11.9M
Inscription Capital, LLC207,359
1.2% of portfolio›$10.6M
Kestra Investment Management, LLC207,124
0.2% of portfolio›$10.6M
Hartford Financial Management Inc.197,587
2.3% of portfolio›$10.1M
Asset Allocation Strategies LLC177,171
1.4% of portfolio›$9.1M
Ballast Rock Private Wealth LLC163,793
3.9% of portfolio›$8.4M
IFP Advisors, Inc157,564
0.1% of portfolio›$8.1M
Team Financial Group, LLC150,988
3.1% of portfolio›$7.7M
HUB Investment Partners, LLC143,796
0.1% of portfolio›$7.4M
Principal Financial Group Inc141,351
0.0% of portfolio›$7.2M
Thrivent Financial for Lutherans138,842
0.0% of portfolio›$7.1K
Merit Financial Group, LLC137,373
0.0% of portfolio›$7.0M
Middleton & Co Inc128,355
0.7% of portfolio›$6.6M
Triton Wealth Management, Pllc121,959
1.9% of portfolio›$6.3M
WealthPLAN Partners, LLC113,985
1.1% of portfolio›$5.8M
Fiduciary Alliance LLC109,855
0.4% of portfolio›$5.6M
Hobart Private Capital, LLC97,078
0.8% of portfolio›$5.0M
Flagship Harbor Advisors, LLC90,032
0.2% of portfolio›$4.6M
Chicago Partners Investment Group LLC79,690
0.1% of portfolio›$4.1M
Bank of New York Mellon Corp75,346
0.0% of portfolio›$3.9M
HBW Advisory Services LLC74,776
0.4% of portfolio›$3.8M
USAdvisors Wealth Management, LLC72,082
0.0% of portfolio›$3.7K
Symphony Financial, Ltd. Co.64,842
0.3% of portfolio›$3.3M
K2 Financial Inc.63,470
2.3% of portfolio›$3.3M
Westside Investment Management, Inc.58,640
0.4% of portfolio›$3.0M
Breakwater Capital Group57,050
0.3% of portfolio›$2.9M
Great Diamond Partners, LLC54,900
0.5% of portfolio›$2.8M
Cooper Financial Group50,627
0.2% of portfolio›$2.6M
Collaborative Fund Advisors, LLC50,580
1.4% of portfolio›$2.6M
Farther Finance Advisors, LLC50,014
0.0% of portfolio›$2.6M
Prospera Financial Services Inc49,961
0.0% of portfolio›$2.6M
RDA Financial Network48,851
0.5% of portfolio›$2.5M
Csenge Advisory Group48,299
0.1% of portfolio›$2.5M
Visionary Wealth Advisors48,053
0.1% of portfolio›$2.5M
Prime Capital Investment Advisors, LLC47,247
0.0% of portfolio›$2.4M
Security National Bank43,536
0.3% of portfolio›$2.2M
IAG Wealth Partners, LLC42,420
0.2% of portfolio›$2.2M
Redstone Wealth Management, LLC41,862
1.3% of portfolio›$2.1M
Able Wealth Management LLC41,803
0.5% of portfolio›$2.1M
Global Assets Advisory, LLC39,828
0.5% of portfolio›$2.0M
Central Bank & Trust Co39,289
0.3% of portfolio›$2.0M
Andina Capital Management, LLC38,928
2.9% of portfolio›$2.0M
Lido Advisors, LLC38,408
0.0% of portfolio›$2.0M
Davenport & Co LLC37,616
0.0% of portfolio›$1.9M
Crumly & Associates Inc.37,177
0.3% of portfolio›$1.9M
Vise Technologies, Inc.36,833
0.0% of portfolio›$1.9M
Fifth Third Bancorp35,320
0.0% of portfolio›$1.8M
Sheets Smith Wealth Management35,033
0.2% of portfolio›$1.8M
Raab & Moskowitz Asset Management LLC34,235
0.3% of portfolio›$1.8M
Riverchase Wealth Management, LLC32,275
0.8% of portfolio›$1.7M
Ballew Advisors, Inc32,000
0.8% of portfolio›$1.6M
NWF Advisory Services Inc.31,733
0.2% of portfolio›$1.6M
Valeo Financial Advisors, LLC30,143
0.0% of portfolio›$1.5M
Brookstone Capital Management27,930
0.0% of portfolio›$1.4M
Savant Capital, LLC27,230
0.0% of portfolio›$1.4M
Wespac Advisors, LLC26,971
0.7% of portfolio›$1.4M
Koshinski Asset Management, Inc.26,647
0.1% of portfolio›$1.4M
Worth Asset Management, LLC25,699
0.4% of portfolio›$1.3M
FAI Advisors, Inc.24,511
0.5% of portfolio›$1.3M
Americana Partners, LLC22,485
0.0% of portfolio›$1.2M
Lakeshore Financial Planning, Inc.21,770
0.3% of portfolio›$1.1M
Cornerstone Advisors Asset Management, LLC21,731
0.1% of portfolio›$1.1M
J.W. Cole Advisors, Inc.21,496
0.0% of portfolio›$1.1M
Collective Family Office LLC21,441
0.2% of portfolio›$1.1M
Perigon Wealth Management, LLC21,329
0.0% of portfolio›$1.1M
Optivise Advisory Services LLC20,245
0.5% of portfolio›$1.0M
Cypress Capital, LLC19,946
0.3% of portfolio›$1.0M
Wealthcare Advisory Partners LLC19,344
0.0% of portfolio›$992.1K
KWB Wealth17,740
0.1% of portfolio›$909.9K
Objective Capital Management, LLC17,545
0.8% of portfolio›$899.9K
Mills Wealth Advisors LLC17,461
0.3% of portfolio›$895.6K
D.A. Davidson & Co.17,150
0.0% of portfolio›$879.6K
Integrity Alliance, Llc.17,145
0.0% of portfolio›$879.4K
Crestwood Advisors Group, LLC17,128
0.0% of portfolio›$878.5K
PKS Advisory Services, LLC16,983
0.1% of portfolio›$870.7K
Diversified Enterprises, LLC16,203
0.0% of portfolio›$831.1K
Cornerstone Wealth Management, LLC15,991
0.0% of portfolio›$820.2K
Oppenheimer & Co Inc14,975
0.0% of portfolio›$768.1K
Total Clarity Wealth Management, Inc.14,880
0.1% of portfolio›$763.2K
Redhawk Wealth Advisors, Inc.13,451
0.1% of portfolio›$689.9K
Creative Financial Designs Inc13,413
0.0% of portfolio›$688.0K
Creative Planning12,302
0.0% of portfolio›$631.0K
R2 Capital Strategies, LLC12,214
0.3% of portfolio›$626.5K
United Advisor Group, LLC12,075
0.1% of portfolio›$619.3K
Stewardship Advisors, LLC11,340
0.1% of portfolio›$581.6K
Integrated Advisors Network LLC10,900
0.0% of portfolio›$559.1K
US Bancorp \de\9,885
0.0% of portfolio›$507.0K
KPP Advisory Services LLC9,397
0.1% of portfolio›$482.0K
Ashton Thomas Private Wealth, LLC8,820
0.0% of portfolio›$452.4K
Patriot Financial Group Insurance Agency, LLC8,440
0.0% of portfolio›$432.9K
Knights of Columbus Asset Advisors LLC7,834
0.0% of portfolio›$401.8K
Piscataqua Savings Bank7,262
0.3% of portfolio›$372.5K
Legacy Capital Wealth Partners, LLC7,232
0.1% of portfolio›$370.9K
626 Financial, LLC7,090
0.1% of portfolio›$363.6K
Trust Co of Oklahoma7,033
0.1% of portfolio›$360.7K
Register Financial Advisors LLC6,916
0.1% of portfolio›$354.7K
Park Avenue Securities LLC6,879
0.0% of portfolio›$353
Diversify Advisory Services, LLC6,727
0.0% of portfolio›$345.8K
Diversify Wealth Management, LLC6,727
0.0% of portfolio›$345.8K
Destiny Wealth Partners, LLC6,669
0.0% of portfolio›$342.3K
Elevation Point Wealth Partners, LLC6,481
0.0% of portfolio›$332.7K
Private Trust Co NA6,342
0.0% of portfolio›$325.3K
Fermata Advisors, LLC6,340
0.1% of portfolio›$325.2K
Silverlake Wealth Management LLC5,853
0.1% of portfolio›$300.2K
Regatta Capital Group, LLC5,459
0.0% of portfolio›$280.0K
Weaver Consulting Group5,275
0.1% of portfolio›$270.6K
TrustBank5,179
0.1% of portfolio›$265.6K
Three Seasons Wealth, LLC5,142
0.0% of portfolio›$263.7K
Lynx Investment Advisory4,911
0.1% of portfolio›$251.9K
Moneco Advisors, LLC4,824
0.0% of portfolio›$247.4K
Moors & Cabot, Inc.4,778
0.0% of portfolio›$245.1K
Whipplewood Advisors, LLC4,267
0.1% of portfolio›$218.9K
Independent Wealth Network Inc.4,219
0.1% of portfolio›$216.4K
TrueWealth Advisors, LLC4,100
0.0% of portfolio›$210.3K
Schmidt P J Investment Management Inc4,051
0.0% of portfolio›$207.8K
Teamwork Financial Advisors, LLC3,902
0.0% of portfolio›$200.1K
WPG Advisers, LLC3,502
0.1% of portfolio›$179.6K
Compass Financial Management LLC3,500
0.0% of portfolio›$179.5K
GoalVest Advisory LLC2,980
0.0% of portfolio›$152.8K
Barclays PLC2,756
0.0% of portfolio›$141.4K
GK Wealth Management LLC2,187
0.1% of portfolio›$112.2K
Cassaday & Co Wealth Management LLC2,103
0.0% of portfolio›$107.9K
Rossby Financial, LCC2,052
0.0% of portfolio›$105.2K
J.Safra Asset Management Corp1,958
0.0% of portfolio›$100.4K
RHL Group, LLC1,905
0.1% of portfolio›$97.7K
Contravisory Investment Management, Inc.1,786
0.0% of portfolio›$91.6K
Silver Grove Financial Group, Inc.1,664
0.0% of portfolio›$85.3K
Pinnacle Bancorp, Inc.1,583
0.0% of portfolio›$81.2K
Richards, Merrill & Peterson, Inc.1,500
0.0% of portfolio›$76.9K
MidAtlantic Capital Management, Inc.1,457
0.0% of portfolio›$74.7K
Lanark Financial, Inc.1,021
0.0% of portfolio›$52.4K
Trust Co of Vermont911
0.0% of portfolio›$46.7K
Jacobi Capital Management LLC200
0.0% of portfolio›$10.3K
Country Trust Bank153
0.0% of portfolio›$7.8K
Bare Financial Services, Inc95
0.0% of portfolio›$4.9K
Horizon Financial Services, LLC56
0.0% of portfolio›$2.9K
Central Trust Co29
0.0% of portfolio›$1.5K
Signaturefd, LLC26
0.0% of portfolio›$1.3K
Caldwell Trust Co22
0.0% of portfolio›$1.1K
Assetmark, Inc17
0.0% of portfolio›$872
Evolution Wealth Management Inc.14
0.0% of portfolio›$718
StyleTurnoverLocationFiled
LPL Financial LLC
9,695,371$497.3M0.1%IndexVery LowFort Mill, SC2026-11-06
1900 Wealth Management LLC
2,303,048$118.1M6.4%ETFLowSan Antonio, TX2026-10-13
Ocean Park Asset Management, LLC
2,142,600$109.9M6.7%ETFLowSanta Monica, CA2026-10-21
Norden Group LLC
2,080,586$106.7M8.0%GrowthMediumProvo, UT2026-10-20
PNC Financial Services Group, Inc.
1,230,887$63.1M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Commonwealth Equity Services, LLC
1,074,038$55.1M0.1%ETFLowWaltham, MA2026-11-02
Independent Financial Group, LLC
1,021,928$52.4M1.0%GrowthLowSan Diego, CA2026-10-13
Highline Wealth Partners LLC
834,984$42.8M8.1%ETFMediumSherman Oaks, CA2026-10-19
Main Street Group, LTD
820,422$42.1M9.5%ETFMediumGlen Allen, VA2026-10-28
Foguth Wealth Management, Llc.
743,776$38.2M3.9%ETFHighBrighton, MI2026-10-19
Cambridge Investment Research Advisors, Inc.
729,245$37.4K0.0%ETFLowFairfield, IA2026-11-02
Blue Trust, Inc.
655,747$33.6M0.4%ETFLowBrentwood, TN2026-10-15
Insight Wealth Strategies, LLC
576,138$29.6M2.9%ETFHighSan Ramon, CA2026-10-09
Cooper Capital Advisors LLC
556,594$28.5M11.6%ETFMediumEncinitas, CA2026-10-29
Kestra Private Wealth Services, LLC
506,211$26.0M0.3%GrowthLowAustin, TX2026-11-06
Basso Capital Management, L.P.
446,999$22.9M4.9%ETFMediumStamford, CT2026-10-30
Kestra Advisory Services, LLC
446,680$23.0M0.1%CoreLowAustin, TX2026-11-02
Truist Financial Corp
405,593$20.8M0.0%CoreLowCharlotte, NC2026-10-30
WealthPlan Investment Management, LLC
401,923$20.6M1.0%GrowthMediumOmaha, NE2026-10-15
AdvisorNet Financial, Inc
356,258$18.3M0.8%ETFLowMinnetonka, MN2026-10-15
Concurrent Investment Advisors, LLC
349,792$17.9M0.1%GrowthMediumTampa, FL2026-10-16
MGO One Seven LLC
337,853$17.3M0.3%GrowthLowBeachwood, OH2026-10-28
Level Four Advisory Services, LLC
316,086$16.2M0.5%CoreLowDallas, TX2026-11-06
Secure Asset Management, LLC
312,077$16.0M2.1%GrowthMediumTroy, MI2026-10-19
EverSource Wealth Advisors, LLC
288,788$14.8M0.5%CoreMediumBirmingham, AL2026-11-04
Nilsine Partners, LLC
286,700$14.7M1.0%CoreMediumGreenwood Village, CO2026-11-02
Apollon Wealth Management, LLC
281,122$14.4M0.2%GrowthLowMount Pleasant, SC2026-10-23
Community Trust & Investment Co
263,969$13.5M0.7%CoreLowLexington, KY2026-10-15
Wealth Enhancement Advisory Services, LLC
234,300$12.0M0.0%CoreLowPlymouth, MN2026-10-13
Atria Investments, Inc
232,235$11.9M0.1%CoreMediumCharlotte, NC2026-10-15
Inscription Capital, LLC
207,359$10.6M1.2%GARPMediumHouston, TX2026-11-02
Kestra Investment Management, LLC
207,124$10.6M0.2%ETFMediumAustin, TX2026-11-04
Hartford Financial Management Inc.
197,587$10.1M2.3%CoreLowWest Hartford, CT2026-10-21
Asset Allocation Strategies LLC
177,171$9.1M1.4%ETFMediumFarmington, MI2026-10-20
Ballast Rock Private Wealth LLC
163,793$8.4M3.9%ETFMediumCharleston, SC2026-10-26
IFP Advisors, Inc
157,564$8.1M0.1%GrowthLowTampa, FL2026-10-16
Team Financial Group, LLC
150,988$7.7M3.1%ETFLowTemecula, CA2026-10-30
HUB Investment Partners, LLC
143,796$7.4M0.1%GrowthLowAustin, TX2026-11-03
Principal Financial Group Inc
141,351$7.2M0.0%CoreLowDes Moines, IA2026-11-02
Thrivent Financial for Lutherans
138,842$7.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Merit Financial Group, LLC
137,373$7.0M0.0%ETFLowAlpharetta, GA2026-11-06
Middleton & Co Inc
128,355$6.6M0.7%GrowthLowBoston, MA2026-10-23
Triton Wealth Management, Pllc
121,959$6.3M1.9%ETFMediumSun City, AZ2026-11-04
WealthPLAN Partners, LLC
113,985$5.8M1.1%CoreMediumOmaha, NE2026-10-15
Fiduciary Alliance LLC
109,855$5.6M0.4%CoreMediumGreenville, SC2026-10-13
Hobart Private Capital, LLC
97,078$5.0M0.8%ETFMediumCharlotte, NC2026-10-19
Flagship Harbor Advisors, LLC
90,032$4.6M0.2%ETFMediumBoston, MA2026-10-26
Chicago Partners Investment Group LLC
79,690$4.1M0.1%GARPLowChicago, IL2026-10-27
Bank of New York Mellon Corp
75,346$3.9M0.0%CoreLowNew York, NY2026-11-05
HBW Advisory Services LLC
74,776$3.8M0.4%ETFMediumSimi Valley, CA2026-10-15
USAdvisors Wealth Management, LLC
72,082$3.7K0.0%ETFLowEden Prairie, MN2026-10-21
Symphony Financial, Ltd. Co.
64,842$3.3M0.3%GrowthLowHouston, TX2026-10-22
K2 Financial Inc.
63,470$3.3M2.3%ETFLowGlendora, CA2026-10-26
Westside Investment Management, Inc.
58,640$3.0M0.4%GrowthLowSanta Monica, CA2026-11-02
Breakwater Capital Group
57,050$2.9M0.3%ETFLowParamus, NJ2026-10-09
Great Diamond Partners, LLC
54,900$2.8M0.5%CoreMediumPortland, ME2026-10-13
Cooper Financial Group
50,627$2.6M0.2%GrowthMediumIrvine, CA2026-10-07
Collaborative Fund Advisors, LLC
50,580$2.6M1.4%GrowthVery HighReno, NV2026-11-02
Farther Finance Advisors, LLC
50,014$2.6M0.0%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
49,961$2.6M0.0%CoreMediumDallas, TX2026-11-04
RDA Financial Network
48,851$2.5M0.5%GrowthMediumAkron, IA2026-10-15
Csenge Advisory Group
48,299$2.5M0.1%ETFMediumClearwater, FL2026-11-04
Visionary Wealth Advisors
48,053$2.5M0.1%ETFLowO'Fallon, IL2026-11-04
Prime Capital Investment Advisors, LLC
47,247$2.4M0.0%ETFLowOverland Park, KS2026-10-20
Security National Bank
43,536$2.2M0.3%GrowthLowOmaha, NE2026-10-26
IAG Wealth Partners, LLC
42,420$2.2M0.2%ETFLowWaukesha, WI2026-11-06
Redstone Wealth Management, LLC
41,862$2.1M1.3%ETFMediumOklahoma City, OK2026-10-20
Able Wealth Management LLC
41,803$2.1M0.5%ETFMediumToms River, NJ2026-10-13
Global Assets Advisory, LLC
39,828$2.0M0.5%GrowthHighOrlando, FL2026-10-28
Central Bank & Trust Co
39,289$2.0M0.3%GrowthLowLexington, KY2026-10-09
Andina Capital Management, LLC
38,928$2.0M2.9%ETFMediumLogan, UT2026-10-21
Lido Advisors, LLC
38,408$2.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Davenport & Co LLC
37,616$1.9M0.0%CoreMediumRichmond, VA2026-10-14
Crumly & Associates Inc.
37,177$1.9M0.3%ETFMediumSpringfield, IL2026-10-07
Vise Technologies, Inc.
36,833$1.9M0.0%IndexLowNew York, NY2026-10-29
Fifth Third Bancorp
35,320$1.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Sheets Smith Wealth Management
35,033$1.8M0.2%CoreLowWinston-Salem, NC2026-10-16
Raab & Moskowitz Asset Management LLC
34,235$1.8M0.3%CoreLowChatham, NJ2026-11-02
Riverchase Wealth Management, LLC
32,275$1.7M0.8%ETFMediumFlower Mound, TX2026-10-28
Ballew Advisors, Inc
32,000$1.6M0.8%ETFLowJackson, MS2026-10-05
NWF Advisory Services Inc.
31,733$1.6M0.2%GARPLowLos Angeles, CA2026-10-19
Valeo Financial Advisors, LLC
30,143$1.5M0.0%ETFLowCarmel, IN2026-10-08
Brookstone Capital Management
27,930$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Savant Capital, LLC
27,230$1.4M0.0%IndexVery LowRockford, IL2026-11-06
Wespac Advisors, LLC
26,971$1.4M0.7%ETFHighOrinda, CA2026-10-26
Koshinski Asset Management, Inc.
26,647$1.4M0.1%ETFLowDecatur, IL2026-10-29
Worth Asset Management, LLC
25,699$1.3M0.4%ETFHighDallas, TX2026-10-07
FAI Advisors, Inc.
24,511$1.3M0.5%GrowthLowFarmington Hills, MI2026-10-27
Americana Partners, LLC
22,485$1.2M0.0%CoreMediumHouston, TX2026-10-28
Lakeshore Financial Planning, Inc.
21,770$1.1M0.3%ETFLowSt. Clair Shores, MI2026-10-13
Cornerstone Advisors Asset Management, LLC
21,731$1.1M0.1%ETFLowBethlehem, PA2026-11-06
J.W. Cole Advisors, Inc.
21,496$1.1M0.0%IndexLowTampa, FL2026-11-05
Collective Family Office LLC
21,441$1.1M0.2%ETFLowYork, PA2026-10-05
Perigon Wealth Management, LLC
21,329$1.1M0.0%GrowthLowSan Francisco, CA2026-10-22
Optivise Advisory Services LLC
20,245$1.0M0.5%ETFMediumFranklin, TN2026-10-19
Cypress Capital, LLC
19,946$1.0M0.3%ETFMediumFranklin, TN2026-10-20
Wealthcare Advisory Partners LLC
19,344$992.1K0.0%ETFLowWest Chester, PA2026-10-21
KWB Wealth
17,740$909.9K0.1%ETFMediumRedlands, CA2026-10-16
Objective Capital Management, LLC
17,545$899.9K0.8%ETFLowFairlawn, OH2026-10-13
Mills Wealth Advisors LLC
17,461$895.6K0.3%ETFMediumSouthlake, TX2026-10-22
D.A. Davidson & Co.
17,150$879.6K0.0%CoreLowGreat Falls, MT2026-10-28
Integrity Alliance, Llc.
17,145$879.4K0.0%ETFMediumUrbandale, IA2026-10-29
Crestwood Advisors Group, LLC
17,128$878.5K0.0%GrowthLowBoston, MA2026-10-27
PKS Advisory Services, LLC
16,983$870.7K0.1%ETFMediumAlbany, NY2026-10-26
Diversified Enterprises, LLC
16,203$831.1K0.0%ETFVery LowWilmington, DE2026-10-19
Cornerstone Wealth Management, LLC
15,991$820.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Oppenheimer & Co Inc
14,975$768.1K0.0%CoreLowNew York, NY2026-10-26
Total Clarity Wealth Management, Inc.
14,880$763.2K0.1%ETFMediumSt. Charles, IL2026-10-26
Redhawk Wealth Advisors, Inc.
13,451$689.9K0.1%ETFHighMinneapolis, MN2026-10-14
Creative Financial Designs Inc
13,413$688.0K0.0%ETFMediumKokomo, IN2026-11-04
Creative Planning
12,302$631.0K0.0%IndexVery LowOverland Park, KS2026-11-02
R2 Capital Strategies, LLC
12,214$626.5K0.3%ETFN/ALincoln, NE2026-10-15
United Advisor Group, LLC
12,075$619.3K0.1%ETFLowCincinnati, OH2026-11-03
Stewardship Advisors, LLC
11,340$581.6K0.1%ETFMediumMount Joy, PA2026-10-20
Integrated Advisors Network LLC
10,900$559.1K0.0%GrowthMediumDallas, TX2026-10-20
US Bancorp \de\
9,885$507.0K0.0%IndexLowMinneapolis, MN2026-11-05
KPP Advisory Services LLC
9,397$482.0K0.1%GrowthMediumLouisville, KY2026-10-26
Ashton Thomas Private Wealth, LLC
8,820$452.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Patriot Financial Group Insurance Agency, LLC
8,440$432.9K0.0%GrowthLowWalpole, MA2026-10-14
Knights of Columbus Asset Advisors LLC
7,834$401.8K0.0%CoreMediumNew Haven, CT2026-11-05
Piscataqua Savings Bank
7,262$372.5K0.3%CoreVery LowPortsmouth, NH2026-10-21
Legacy Capital Wealth Partners, LLC
7,232$370.9K0.1%CoreMediumLittle Rock, AR2026-10-21
626 Financial, LLC
7,090$363.6K0.1%CoreLowPortage, MI2026-11-04
Trust Co of Oklahoma
7,033$360.7K0.1%MomentumLowTulsa, OK2026-10-15
Register Financial Advisors LLC
6,916$354.7K0.1%GARPLowAtlanta, GA2026-10-23
Park Avenue Securities LLC
6,879$3530.0%ETFMediumNew York, NY2026-10-26
Diversify Advisory Services, LLC
6,727$345.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,727$345.8K0.0%GrowthMediumSandy, UT2026-10-20
Destiny Wealth Partners, LLC
6,669$342.3K0.0%ETFMediumTavares, FL2026-11-05
Elevation Point Wealth Partners, LLC
6,481$332.7K0.0%CoreHighDenver, CO2026-11-05
Private Trust Co NA
6,342$325.3K0.0%CoreLowCleveland, OH2026-10-20
Fermata Advisors, LLC
6,340$325.2K0.1%ETFLowSonoma, CA2026-10-13
Silverlake Wealth Management LLC
5,853$300.2K0.1%ETFLowWilliston, VT2026-10-21
Regatta Capital Group, LLC
5,459$280.0K0.0%ETFLowEl Segundo, CA2026-10-23
Weaver Consulting Group
5,275$270.6K0.1%ETFLowHuntington Beach, CA2026-10-07
TrustBank
5,179$265.6K0.1%ETFVery LowOlney, IL2026-10-20
Three Seasons Wealth, LLC
5,142$263.7K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Lynx Investment Advisory
4,911$251.9K0.1%ETFLowWashington, Dc, DC2026-10-27
Moneco Advisors, LLC
4,824$247.4K0.0%ETFLowFairfield, CT2026-11-05
Moors & Cabot, Inc.
4,778$245.1K0.0%CoreLowBoston, MA2026-11-06
Whipplewood Advisors, LLC
4,267$218.9K0.1%ETFLowLittleton, CO2026-10-20
Independent Wealth Network Inc.
4,219$216.4K0.1%ETFMediumUrbandale, IA2026-10-19
TrueWealth Advisors, LLC
4,100$210.3K0.0%ETFMediumBirmingham, AL2026-10-09
Schmidt P J Investment Management Inc
4,051$207.8K0.0%GrowthVery LowCedarburg, WI2026-11-02
Teamwork Financial Advisors, LLC
3,902$200.1K0.0%GrowthHighSan Antonio, TX2026-10-19
WPG Advisers, LLC
3,502$179.6K0.1%CoreLowBaltimore, MD2026-10-27
Compass Financial Management LLC
3,500$179.5K0.0%CoreN/ATampa, FL2026-10-30
GoalVest Advisory LLC
2,980$152.8K0.0%ETFMediumNew York, NY2026-10-02
Barclays PLC
2,756$141.4K0.0%CoreMediumLondon, United Kingdom2026-11-06
GK Wealth Management LLC
2,187$112.2K0.1%GARPVery HighReno, NV2026-10-09
Cassaday & Co Wealth Management LLC
2,103$107.9K0.0%ETFVery LowMclean, VA2026-10-27
Rossby Financial, LCC
2,052$105.2K0.0%ETFMediumMelbourne, FL2026-11-05
J.Safra Asset Management Corp
1,958$100.4K0.0%ETFLowNew York, NY2026-11-03
RHL Group, LLC
1,905$97.7K0.1%ETFVery HighHolly, MI2026-11-04
Contravisory Investment Management, Inc.
1,786$91.6K0.0%MomentumHighNorwell, MA2026-10-13
Silver Grove Financial Group, Inc.
1,664$85.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Pinnacle Bancorp, Inc.
1,583$81.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Richards, Merrill & Peterson, Inc.
1,500$76.9K0.0%GrowthLowSpokane, WA2026-10-19
MidAtlantic Capital Management, Inc.
1,457$74.7K0.0%ETFVery LowRichmond, VA2026-11-05
Lanark Financial, Inc.
1,021$52.4K0.0%CoreMediumBirmingham, AL2026-10-26
Trust Co of Vermont
911$46.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Jacobi Capital Management LLC
200$10.3K0.0%CoreLowPittston, PA2026-11-05
Country Trust Bank
153$7.8K0.0%GrowthLowBloomington, IL2026-10-30
Bare Financial Services, Inc
95$4.9K0.0%ETFVery LowGap, PA2026-11-04
Horizon Financial Services, LLC
56$2.9K0.0%ETFLowWinston Salem, NC2026-11-04
Central Trust Co
29$1.5K0.0%CoreLowJefferson City, MO2026-11-05
Signaturefd, LLC
26$1.3K0.0%IndexLowAtlanta, GA2026-10-23
Caldwell Trust Co
22$1.1K0.0%GrowthLowVenice, FL2026-10-30
Assetmark, Inc
17$8720.0%ETFLowConcord, CA2026-10-21
Evolution Wealth Management Inc.
14$7180.0%ETFMediumFort Myers, FL2026-10-28