IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pimco Multisector Bond Actv (PYLD)

CUSIP: 72201R585 | NYSE | 891 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Retirement Planning Group, LLC7,636,239
4.8% of portfolio›$193.9M
Wealth Enhancement Advisory Services, LLC4,033,589
0.2% of portfolio›$102.4M
Krilogy Financial LLC3,667,575
2.5% of portfolio›$93.1M
GR Financial Group, LLC3,622,134
12.2% of portfolio›$92.0M
Apollon Wealth Management, LLC3,028,318
0.9% of portfolio›$76.9M
Commonwealth Equity Services, LLC3,027,086
0.1% of portfolio›$76.9M
Fragasso Financial Advisors Inc2,981,967
3.8% of portfolio›$75.7M
RFG Advisory, LLC2,892,811
1.0% of portfolio›$73.4M
Journey Advisory Group, LLC2,863,073
5.4% of portfolio›$72.7M
Family Investment Center, Inc.2,357,924
9.9% of portfolio›$59.9M
Cambridge Investment Research Advisors, Inc.2,353,407
0.0% of portfolio›$59.8K
Heirloom Wealth Management2,167,042
7.2% of portfolio›$55.0M
Tanglewood Wealth Management, Inc.2,005,427
4.2% of portfolio›$50.9M
Prime Capital Investment Advisors, LLC1,815,642
0.5% of portfolio›$46.1M
HUB Investment Partners, LLC1,762,239
0.8% of portfolio›$44.7M
Annex Advisory Services, LLC1,745,119
0.7% of portfolio›$44.3M
Wagner Wealth Management, LLC1,627,072
7.2% of portfolio›$41.3M
RFG Holdings, Inc.1,624,039
8.3% of portfolio›$40.0M
Wall Capital Group, Inc.1,574,337
33.0% of portfolio›$40.0M
Aprio Wealth Management, LLC1,560,377
1.8% of portfolio›$39.6M
Waterway Wealth Management, LLC1,510,601
6.9% of portfolio›$36.5M
Stonebridge Financial Group, LLC1,428,056
2.7% of portfolio›$36.3M
Parallel Advisors, LLC1,420,538
0.5% of portfolio›$36.1M
D.B. Root & Company, LLC1,369,393
7.5% of portfolio›$34.8M
Cardinal Point Capital Management ULC1,362,834
1.9% of portfolio›$34.6M
Soltis Investment Advisors LLC1,352,994
1.6% of portfolio›$34.4M
R. W. Roge & Company, Inc.1,351,063
0.1% of portfolio›$34.3K
Wealth Alliance Advisory Group, LLC1,330,110
4.7% of portfolio›$33.8M
Bare Financial Services, Inc1,315,585
7.5% of portfolio›$33.4M
Pictet North America Advisors SA1,313,381
2.8% of portfolio›$33.3M
San Luis Wealth Advisors LLC1,267,849
4.7% of portfolio›$32.2M
Correct Capital Wealth Management1,225,469
5.3% of portfolio›$31.1M
Allen Capital Group, LLC1,199,136
2.4% of portfolio›$30.4M
Visionary Wealth Advisors1,173,136
1.2% of portfolio›$29.8M
Mirae Asset Global Investments Co., Ltd.1,171,000
0.1% of portfolio›$29.7M
D.A. Davidson & Co.1,161,956
0.2% of portfolio›$29.5M
Wealthcare Advisory Partners LLC1,144,468
0.5% of portfolio›$29.1M
Intrua Financial, LLC1,121,264
2.7% of portfolio›$28.5M
Mason & Associates, LLC1,074,634
5.6% of portfolio›$27.3M
Rainey & Randall Wealth Advisors Inc.1,057,059
3.8% of portfolio›$26.8M
Creative Capital Management Investments LLC1,018,160
5.8% of portfolio›$25.9M
Northside Capital Management, LLC1,011,574
2.0% of portfolio›$25.7M
Gemmer Asset Management LLC989,802
1.6% of portfolio›$25.1M
EnRich Financial Partners LLC988,437
6.0% of portfolio›$25.1M
Acorn Financial Advisory Services Inc967,960
3.1% of portfolio›$24.6M
Eclectic Associates Inc967,872
2.7% of portfolio›$24.6M
Kestra Advisory Services, LLC956,161
0.1% of portfolio›$24.3M
Welch Group, LLC943,528
0.8% of portfolio›$24.0M
LexAurum Advisors, LLC941,820
2.7% of portfolio›$23.9M
Vise Technologies, Inc.934,906
0.2% of portfolio›$23.7M
MinichMacGregor Wealth Management, LLC920,409
3.8% of portfolio›$23.4M
Hutchens & Kramer Investment Management Group, LLC897,357
6.8% of portfolio›$22.8M
BIP Wealth, LLC882,889
0.6% of portfolio›$22.4M
Great Point Wealth Advisors, LLC880,683
3.6% of portfolio›$22.4M
Evergreen Capital Management LLC878,114
0.4% of portfolio›$22.3M
Vigilare Wealth Management844,709
6.6% of portfolio›$21.4M
Victory Financial Group, LLC809,781
1.9% of portfolio›$20.6M
Dahring | Cusmano LLC803,176
9.4% of portfolio›$20.4M
Scott Capital Advisors, LLC780,275
2.8% of portfolio›$19.7M
Novem Group776,835
2.0% of portfolio›$19.7M
Riverchase Wealth Management, LLC744,802
9.2% of portfolio›$18.9M
O'Connor Financial Group LLC737,269
6.6% of portfolio›$18.7M
Alliance Private Wealth, LLC728,236
6.9% of portfolio›$18.5M
CLG LLC691,052
3.7% of portfolio›$17.5M
Founders Financial Securities LLC684,325
0.9% of portfolio›$17.4M
True North Advisors, LLC663,875
1.2% of portfolio›$16.9M
Financial Futures Ltd Liability Co.649,460
6.1% of portfolio›$16.5M
Beacon Capital Management, Inc.643,463
1.0% of portfolio›$16.3M
EverSource Wealth Advisors, LLC634,024
0.5% of portfolio›$16.1M
Kozak & Associates, Inc.633,737
2.9% of portfolio›$16.2M
Base Wealth Management LLC620,893
7.0% of portfolio›$15.8M
Atria Investments, Inc597,928
0.1% of portfolio›$15.2M
Flynn Zito Capital Management, LLC582,184
3.9% of portfolio›$14.8M
Mid-American Wealth Advisory Group, Inc.581,907
5.2% of portfolio›$14.8M
Lake Street Private Wealth, LLC572,400
1.6% of portfolio›$14.5M
Daymark Wealth Partners, LLC571,652
0.3% of portfolio›$14.5M
Able Financial Group, LLC567,669
2.3% of portfolio›$14.4M
Johnson & White Wealth Management, LLC551,041
5.1% of portfolio›$14.0M
Advisor OS, LLC542,455
0.9% of portfolio›$13.8M
ERn Financial, LLC540,381
2.2% of portfolio›$13.7M
Wespac Advisors SoCal, LLC530,918
2.4% of portfolio›$13.5M
Wilkerson Advisory Group LLC521,633
3.9% of portfolio›$13.2M
White Pine Investment Co519,433
0.0% of portfolio›$13.2K
Breakwater Capital Group512,052
1.5% of portfolio›$13.0M
Copper Harbor Investment Advisors, LLC503,017
2.6% of portfolio›$12.8M
Stokes Capital Advisors, LLC501,361
2.8% of portfolio›$12.7M
Grey Ledge Advisors, LLC500,726
2.6% of portfolio›$12.7M
Walkner Condon Financial Advisors LLC497,274
1.4% of portfolio›$12.6M
Landmark Wealth Management, LLC490,426
3.0% of portfolio›$12.5M
Brookstone Capital Management482,922
0.1% of portfolio›$12.3M
Strata Wealth Advisors, LLC477,241
2.8% of portfolio›$12.1M
Avondale Wealth Management470,934
5.3% of portfolio›$12.0M
Selby Wealth Management, LLC448,063
4.0% of portfolio›$11.4M
Farther Finance Advisors, LLC447,773
0.1% of portfolio›$11.4M
Sentinel Advisory Group, LLC433,390
4.5% of portfolio›$11.0M
S.E.E.D. Planning Group LLC412,269
2.6% of portfolio›$10.5M
Sentinel Pension Advisors, LLC411,377
1.3% of portfolio›$10.4M
Avaii Wealth Management, LLC408,457
3.0% of portfolio›$10.3M
Creative Financial Designs Inc400,428
0.5% of portfolio›$10.2M
Fiduciary Alliance LLC393,425
0.8% of portfolio›$10.0M
Truist Financial Corp374,673
0.0% of portfolio›$9.5M
Weaver Consulting Group358,989
1.8% of portfolio›$9.1M
PFG Advisors358,551
0.5% of portfolio›$9.1M
Econ Financial Services Corp351,584
3.7% of portfolio›$8.9M
Great Diamond Partners, LLC347,235
1.5% of portfolio›$8.8M
Refined Wealth Management344,114
4.9% of portfolio›$8.7M
Davenport & Co LLC338,036
0.0% of portfolio›$8.6M
Exchange Traded Concepts, LLC336,031
0.0% of portfolio›$8.5M
Integrity Investment Advisors, LLC335,941
3.3% of portfolio›$8.5M
Means Investment Co., Inc.330,316
0.6% of portfolio›$8.4M
Parr Mcknight Wealth Management Group, LLC324,570
1.0% of portfolio›$8.2M
Wealth Enhancement Trust Services, Inc.321,756
0.9% of portfolio›$8.2M
Quadcap Wealth Management, LLC319,829
0.8% of portfolio›$8.1M
Destiny Wealth Partners, LLC319,100
0.8% of portfolio›$8.1M
Hedeker Wealth, LLC318,785
1.5% of portfolio›$8.1M
Halbert Hargrove Global Advisors, LLC311,296
0.3% of portfolio›$7.9M
Elevation Point Wealth Partners, LLC309,235
0.1% of portfolio›$7.9M
Wagner Wealth Management, Corp298,488
5.9% of portfolio›$7.6M
LifeGoal Investments, LLC281,606
2.2% of portfolio›$7.1M
Security Financial Services, Inc.280,496
0.9% of portfolio›$7.1M
VestGen Advisors, LLC273,873
0.2% of portfolio›$7.0M
Williams & Novak Wealth Management, LLC267,126
4.0% of portfolio›$6.8M
Boyce & Associates Wealth Consulting, Inc.264,267
4.1% of portfolio›$6.7M
Asset Advisory Group, Inc.262,124
2.9% of portfolio›$6.7M
Foundry Financial LLC250,307
2.0% of portfolio›$6.4M
Cherrydale Wealth Management, LLC245,772
1.6% of portfolio›$6.2M
Independent Solutions Wealth Management, LLC243,535
0.8% of portfolio›$6.2M
NavPoint Financial, Inc.237,032
2.1% of portfolio›$6.0M
Jeter Robert S II227,566
3.8% of portfolio›$5.8M
Overbrook Management Corp226,546
0.9% of portfolio›$5.8M
AJ Advisors, LLC226,467
1.8% of portfolio›$5.7M
Pinnacle Financial Group, LLC / IL219,772
1.3% of portfolio›$5.6M
AdvisorNet Financial, Inc217,762
0.3% of portfolio›$5.5M
Apollon Financial, LLC216,544
0.6% of portfolio›$5.5M
Signature Estate & Investment Advisors LLC214,123
0.1% of portfolio›$5.4M
USAdvisors Wealth Management, LLC209,488
0.0% of portfolio›$5.3K
Foundry Financial Group, Inc.208,819
2.2% of portfolio›$5.3M
ATX Financial Planning, LLC207,092
3.4% of portfolio›$5.3M
Brighton Jones LLC206,415
0.1% of portfolio›$5.2M
MGO One Seven LLC205,532
0.1% of portfolio›$5.2M
LVW Advisors, LLC205,464
0.4% of portfolio›$5.2M
Centerpoint Advisory Group203,734
3.2% of portfolio›$5.2M
Intelligence Driven Advisers, LLC202,370
0.9% of portfolio›$5.1M
Tennessee Valley Asset Management Partners199,587
0.6% of portfolio›$5.1M
Mayfair Advisory Group, LLC198,143
1.5% of portfolio›$5.0M
Studio Investment Management LLC198,018
0.9% of portfolio›$5.0M
Retirement Guys Formula LLC188,852
1.8% of portfolio›$4.8M
Autumn Glory Partners, LLC183,082
1.3% of portfolio›$4.6M
Catalyst Investment Management LLC181,412
4.1% of portfolio›$4.6M
Asset One Wealth Management LLC180,974
0.4% of portfolio›$4.6M
RiverTree Advisors, LLC179,427
2.7% of portfolio›$4.6M
Sprinkle Financial Consultants LLC175,107
1.7% of portfolio›$4.4M
John W. Brooker & Co., CPAs169,301
4.9% of portfolio›$4.3M
Concurrent Investment Advisors, LLC167,252
0.0% of portfolio›$4.2M
SteelPeak Wealth, LLC167,109
0.1% of portfolio›$4.2M
Inspirion Wealth Advisors, LLC162,229
0.5% of portfolio›$4.1M
Investment Partners Asset Management, Inc.160,302
2.2% of portfolio›$4.1M
BAM Wealth Management, LLC159,235
2.2% of portfolio›$4.0M
StoneCrest Wealth Management, Inc.157,952
1.3% of portfolio›$4.0M
PKS Advisory Services, LLC153,927
0.7% of portfolio›$4.1M
Advisortrust Partners, LLC151,213
1.2% of portfolio›$3.8M
Quad-Cities Investment Group, LLC150,885
1.4% of portfolio›$3.8M
White & Co Financial Planning Inc150,160
2.6% of portfolio›$3.9M
Iams Wealth Management, LLC148,032
1.1% of portfolio›$3.8M
GSG Advisors LLC145,256
0.8% of portfolio›$3.7M
Capital Advisors Wealth Management, LLC143,584
0.4% of portfolio›$3.6M
RMR Wealth Builders136,528
0.2% of portfolio›$3.5M
Spectrum Advisors, Inc.136,472
2.4% of portfolio›$3.5M
Mission Wealth Management, LP134,659
0.1% of portfolio›$3.4M
Noble Wealth Management PBC132,664
1.5% of portfolio›$3.4M
Taylor & Morgan Wealth Management, LLC131,898
1.6% of portfolio›$3.3M
True Wealth Design, LLC131,877
0.8% of portfolio›$3.3M
Schuylkill Financial LLC126,312
3.1% of portfolio›$3.2M
Puff Wealth Management, LLC124,819
3.0% of portfolio›$3.2M
Centennial Wealth Advisory LLC121,761
0.6% of portfolio›$3.1M
Bfsg, LLC119,045
0.3% of portfolio›$3.0M
Oregon Pacific Wealth Management, LLC117,538
2.8% of portfolio›$3.0M
Wisconsin Wealth Advisors, LLC115,714
2.5% of portfolio›$2.9M
Newman Dignan & Sheerar, Inc.109,667
0.5% of portfolio›$2.8M
Ascentis Independent Advisors108,812
0.2% of portfolio›$2.8M
First Premier Bank107,449
0.0% of portfolio›$2.7K
Peoples Bank105,745
1.2% of portfolio›$2.7M
Banque Pictet & CIE SA101,500
0.0% of portfolio›$2.6M
First Citizens Financial Corp100,695
1.1% of portfolio›$2.6M
Ashton Thomas Private Wealth, LLC100,048
0.1% of portfolio›$2.5M
Trek Financial, LLC99,829
0.1% of portfolio›$2.5M
Ehrlich Financial Group97,972
1.3% of portfolio›$2.5M
Sunpointe, LLC94,138
0.7% of portfolio›$2.4M
Trademark Financial Management, LLC93,816
1.0% of portfolio›$2.4M
Partners Wealth Management, LLC92,776
0.2% of portfolio›$2.4M
Sowell Financial Services LLC91,029
0.1% of portfolio›$2.3M
Merkkuri Wealth Advisors LLC90,979
1.4% of portfolio›$2.3M
IFS Advisors, LLC90,697
0.7% of portfolio›$2.3M
Prospera Financial Services Inc90,332
0.0% of portfolio›$2.3M
Beacon Financial Planning, Inc87,575
0.8% of portfolio›$2.2M
Worth Asset Management, LLC86,809
0.6% of portfolio›$2.2M
Sigma Planning Corp83,890
0.1% of portfolio›$2.1M
RMR Capital Management, LLC83,706
1.5% of portfolio›$2.1M
MW Advisory, LLC82,694
0.8% of portfolio›$2.1M
Independent Financial Group, LLC79,312
0.0% of portfolio›$2.0M
Onyx Bridge Wealth Group LLC77,236
0.2% of portfolio›$2.0M
Hyposwiss Advisors SA77,235
1.9% of portfolio›$2.0M
Milestone Asset Management, LLC77,155
0.3% of portfolio›$2.0M
Altfest L J & Co Inc76,900
0.2% of portfolio›$2.0M
Riverbend Wealth Management, LLC76,525
0.9% of portfolio›$1.9M
First Affirmative Financial Network76,309
0.4% of portfolio›$1.9M
CGC Financial Services, LLC72,635
0.4% of portfolio›$1.8M
Canvas Wealth Advisors, LLC71,930
0.2% of portfolio›$1.8M
BayBridge Capital Group, LLC71,382
1.0% of portfolio›$1.8M
Arwa LLC71,276
0.7% of portfolio›$1.8M
SeaCrest Wealth Management, LLC70,726
0.2% of portfolio›$1.8M
CRA Financial Services, LLC70,529
0.2% of portfolio›$1.8M
Quartz Partners, LLC70,238
0.5% of portfolio›$1.8M
Financial Planning Hawaii, Inc.69,641
1.0% of portfolio›$1.8M
Summit Investment Advisory Services, LLC69,151
0.4% of portfolio›$1.8M
Everhart Financial Group, Inc.68,523
0.1% of portfolio›$1.7M
BlueChip Wealth Advisors LLC67,667
0.6% of portfolio›$1.7M
Golden State Wealth Management, LLC63,662
0.1% of portfolio›$1.6M
Bluesphere Advisors LLC62,451
0.5% of portfolio›$1.6M
Signal Advisors Wealth, LLC61,275
0.1% of portfolio›$1.6M
Creative Planning59,887
0.0% of portfolio›$1.5M
Ergawealth Advisors, Inc.59,385
0.6% of portfolio›$1.5M
MBL Wealth, LLC58,910
0.1% of portfolio›$1.5M
RDA Financial Network58,186
0.3% of portfolio›$1.5M
Thrive Wealth Management, LLC57,742
0.2% of portfolio›$1.5M
Crusonia Wealth Advisors LLC55,112
0.2% of portfolio›$1.4M
Parsons Capital Management Inc55,061
0.1% of portfolio›$1.4M
Lodestar Private Asset Management LLC54,575
0.1% of portfolio›$1.4M
S&A Financial Services, Inc.52,962
0.8% of portfolio›$1.3M
First Heartland Consultants, Inc.52,777
0.1% of portfolio›$1.3M
Titleist Asset Management, LLC52,104
0.1% of portfolio›$1.3M
Apella Capital, LLC50,897
0.0% of portfolio›$1.3M
Tectonic Advisors LLC50,897
0.1% of portfolio›$1.3M
TD Waterhouse Canada Inc.50,215
0.0% of portfolio›$1.3M
Kestra Private Wealth Services, LLC49,566
0.0% of portfolio›$1.3M
WestHill Financial Advisors, Inc.49,117
0.2% of portfolio›$1.2M
Patten Group, Inc.49,094
0.2% of portfolio›$1.2M
Sanchez Wealth Management Group48,546
3.7% of portfolio›$1.2M
Cyndeo Wealth Partners, LLC48,453
0.1% of portfolio›$1.2M
Orba Wealth Advisors, L.L.C.48,115
1.0% of portfolio›$1.2M
Buck Wealth Strategies, LLC47,922
0.1% of portfolio›$1.2M
Beacon Financial Advisory LLC45,598
0.2% of portfolio›$1.2M
Integrity Wealth Advisors, Inc.44,869
0.6% of portfolio›$1.1M
Omnitrust Wealth Management, Inc44,523
1.3% of portfolio›$1.1M
Lodestone Wealth Management LLC43,912
0.4% of portfolio›$1.1M
Kercheville Advisors, LLC43,130
0.3% of portfolio›$1.1M
Ballew Advisors, Inc42,150
0.5% of portfolio›$1.1M
Roger Wittlin Investment Advisory, LLC41,579
0.8% of portfolio›$1.1M
Peterson Wealth Advisors, LLC40,935
0.1% of portfolio›$1.0M
CGN Advisors LLC40,293
0.1% of portfolio›$1.0M
XY Planning Network, Inc.38,733
0.1% of portfolio›$983.4K
Citizens Financial Group Inc38,240
0.0% of portfolio›$970.9K
Gallacher Capital Management LLC38,083
0.8% of portfolio›$966.9K
Winthrop Advisory Group LLC37,683
0.1% of portfolio›$956.8K
Redhawk Wealth Advisors, Inc.37,574
0.1% of portfolio›$954.0K
Sendero Wealth Management, LLC37,507
0.1% of portfolio›$952.3K
Balentine LLC36,717
0.0% of portfolio›$932.2K
Lionsbridge Wealth Management LLC36,625
1.0% of portfolio›$929.9K
Resonant Capital Advisors, LLC36,425
0.0% of portfolio›$924.8K
Axxcess Wealth Management, LLC36,308
0.0% of portfolio›$921.9K
HBW Advisory Services LLC35,129
0.1% of portfolio›$891.9K
Private Trust Co NA34,669
0.1% of portfolio›$880.2K
Curated Wealth Partners LLC33,807
0.1% of portfolio›$858.4K
Essex Bank33,776
0.2% of portfolio›$857.2K
Financial Insights, Inc.33,478
0.2% of portfolio›$850.0K
Silverlake Wealth Management LLC32,040
0.2% of portfolio›$813.5K
Flagship Wealth Advisors, LLC31,264
0.2% of portfolio›$793.8K
Latitude Advisors, LLC30,881
0.2% of portfolio›$784.1K
Oppenheimer & Co Inc30,304
0.0% of portfolio›$769.4K
Register Financial Advisors LLC30,162
0.2% of portfolio›$765.8K
4Wealth Advisors, Inc.29,745
0.5% of portfolio›$755.8K
Cornerstone Wealth Management, LLC28,430
0.0% of portfolio›$721.8K
Roof Eidam Maycock Peralta, LLC28,254
0.1% of portfolio›$717.4K
Lloyd Advisory Services, Llc.28,247
0.3% of portfolio›$717.2K
Boomfish Wealth Group, LLC27,872
0.3% of portfolio›$707.7K
Jessup Wealth Management, Inc27,600
0.1% of portfolio›$700.8K
Independent Wealth Network Inc.27,363
0.2% of portfolio›$694.8K
Emergent Wealth Advisors, LLC27,289
0.4% of portfolio›$692.9K
Symphony Financial, Ltd. Co.25,783
0.1% of portfolio›$655.8K
Richard P Slaughter Associates Inc25,712
0.1% of portfolio›$652.8K
Essential Investment Partners LLC25,430
0.4% of portfolio›$645.7K
Concord Wealth Partners25,427
0.1% of portfolio›$645.6K
McKinley Carter Wealth Services, Inc.25,377
0.0% of portfolio›$644.3K
LightSquare Wealth Management, LLC25,131
0.4% of portfolio›$638.1K
Simon Quick Advisors, LLC25,044
0.0% of portfolio›$635.9K
Argyle Capital Partners, LLC24,998
0.4% of portfolio›$634.7K
Boyer Financial Services, Inc.24,757
0.5% of portfolio›$628.6K
Choreo, LLC24,540
0.0% of portfolio›$623.1K
MSH Capital Advisors LLC24,369
0.1% of portfolio›$618.7K
Strategic Blueprint, LLC23,948
0.0% of portfolio›$608.0K
StoneX Group Inc.23,945
0.0% of portfolio›$611.4K
Cliftonlarsonallen Wealth Advisors, LLC23,637
0.0% of portfolio›$600.1K
Clarity Asset Management, Inc.23,260
0.3% of portfolio›$590.6K
Beacon Capital Management, LLC22,869
0.1% of portfolio›$580.6K
Decision Investments, Inc22,640
0.5% of portfolio›$574.8K
Schmidt P J Investment Management Inc22,571
0.1% of portfolio›$573.1K
Stillwater Wealth Management Group22,095
0.3% of portfolio›$561.0K
Centurion Wealth Management LLC21,939
0.1% of portfolio›$557.0K
Stage Harbor Financial, LLC21,135
0.3% of portfolio›$536.6K
United Advisor Group, LLC20,253
0.0% of portfolio›$514.2K
Summa Corp.20,000
0.1% of portfolio›$507.8K
Colton Groome Financial Advisors, LLC19,855
0.1% of portfolio›$504.1K
LiftPoint Family Wealth Advisors LLC19,716
0.3% of portfolio›$500.6K
Capital Investment Advisory Services, LLC19,558
0.0% of portfolio›$496.6K
ACT Advisors, Llc.19,466
0.2% of portfolio›$494.2K
Birchwood Financial Partners, Inc.19,096
0.4% of portfolio›$484.9K
Sound Income Strategies, LLC18,875
0.0% of portfolio›$479.2K
Nicholas Hoffman & Company, Llc.18,712
0.0% of portfolio›$475.1K
First Bank & Trust18,177
0.1% of portfolio›$461.5K
Horizon Wealth Management, LLC17,649
0.1% of portfolio›$448.1K
Bison Wealth, LLC17,592
0.0% of portfolio›$446.7K
Fortitude Financial, LLC17,506
0.2% of portfolio›$444.5K
Tempus Wealth Planning, LLC17,159
0.1% of portfolio›$435.7K
Elevated Capital Advisors, LLC16,873
0.1% of portfolio›$428.4K
Wedbush Securities Inc16,860
0.0% of portfolio›$428
Park Avenue Securities LLC16,848
0.0% of portfolio›$428
New Wave Wealth Advisors LLC16,810
0.1% of portfolio›$427.0K
Sowa Financial Group, Inc.16,590
0.0% of portfolio›$421
M Holdings Securities, Inc.16,207
0.0% of portfolio›$412
JSF Financial, LLC16,135
0.1% of portfolio›$409.7K
First Hawaiian Bank15,951
0.0% of portfolio›$405.0K
Financial Synergies Wealth Advisors, Inc.15,705
0.0% of portfolio›$398.8K
Summit Wealth Group LLC / Co14,677
0.0% of portfolio›$372.7K
Focus Financial Network, Inc.14,189
0.0% of portfolio›$360.2K
Nautilus Advisors LLC13,514
0.2% of portfolio›$343.1K
Equitable Trust Co13,235
0.0% of portfolio›$336.0K
MBA Advisors LLC12,875
0.1% of portfolio›$326.9K
Diversified Portfolios, Inc.12,632
0.0% of portfolio›$320.7K
Wespac Advisors, LLC12,505
0.2% of portfolio›$317.5K
E6 Portfolios, LLC12,093
0.2% of portfolio›$307.0K
Oak Grove Capital LLC12,000
0.0% of portfolio›$304.7K
Planning Strategies Inc.11,948
0.2% of portfolio›$303.4K
William John Sempolinski11,900
0.1% of portfolio›$302.1K
Avantax Planning Partners, Inc.11,882
0.0% of portfolio›$301.7K
Narus Financial Partners, LLC11,256
0.1% of portfolio›$285.8K
PCA Investment Advisory Services Inc.11,108
0.1% of portfolio›$282.0K
Clear Point Advisors Inc.10,885
0.2% of portfolio›$276.4K
Raleigh Capital Management Inc.10,882
0.1% of portfolio›$276.3K
Root Financial Partners, LLC10,701
0.0% of portfolio›$271.7K
Magnus Financial Group LLC10,253
0.0% of portfolio›$260.3K
Legacy Capital Wealth Partners, LLC10,116
0.1% of portfolio›$256.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors9,957
0.0% of portfolio›$252.8K
Goldstein Advisors, LLC9,941
0.0% of portfolio›$252.4K
Sovran Advisors, LLC9,595
0.0% of portfolio›$245.8K
Crescent Grove Advisors, LLC9,528
0.0% of portfolio›$241.9K
Acorn Wealth Advisors, LLC9,380
0.1% of portfolio›$238.2K
Lido Advisors, LLC9,308
0.0% of portfolio›$236.3K
Kingswood Wealth Advisors, LLC8,722
0.0% of portfolio›$221.5K
Clear Creek Financial Management, LLC8,690
0.0% of portfolio›$220.6K
SFG Wealth Management, Llc.8,670
0.1% of portfolio›$220.1K
Aegis Wealth Management, Inc.8,645
0.1% of portfolio›$219.5K
Verus Capital Partners, LLC8,234
0.0% of portfolio›$209.1K
Westside Investment Management, Inc.8,135
0.0% of portfolio›$206.5K
Next Level Wealth Planning, LLC7,554
0.1% of portfolio›$191.8K
Cape Investment Advisory, Inc.7,472
0.0% of portfolio›$189.7K
Lanark Financial, Inc.7,068
0.0% of portfolio›$179.5K
MidAtlantic Capital Management, Inc.6,813
0.1% of portfolio›$173.0K
William Mack & Associates, Inc.6,790
0.1% of portfolio›$172.4K
Compass Financial Management LLC6,458
0.0% of portfolio›$164.0K
Clayton Financial Group LLC6,450
0.1% of portfolio›$163.8K
AlphaCore Capital LLC5,911
0.0% of portfolio›$150.1K
Cedar Mountain Advisors, LLC5,317
0.0% of portfolio›$135.0K
Cranbrook Wealth Management, LLC4,832
0.0% of portfolio›$122.7K
Brown, Lisle Ings, Inc.4,500
0.0% of portfolio›$114.3K
Signature Equity Partners, LLC4,163
0.0% of portfolio›$105.7K
JFS Wealth Advisors, LLC3,794
0.0% of portfolio›$96.3K
Tounjian Advisory Partners, LLC3,244
0.0% of portfolio›$82.4K
Eastern Bank2,511
0.0% of portfolio›$63.8K
IFP Advisors, Inc2,291
0.0% of portfolio›$58.2K
MTM Investment Management, LLC2,265
0.0% of portfolio›$57.5K
RHL Group, LLC1,946
0.0% of portfolio›$49.4K
Essential Partners LLC1,889
0.0% of portfolio›$48.0K
Quest 10 Wealth Builders, Inc.1,873
0.0% of portfolio›$47.6K
Thurston, Springer, Miller, Herd & Titak, Inc.1,777
0.1% of portfolio›$45.1K
StrongBox Wealth, LLC1,515
0.0% of portfolio›$38.5K
Kelleher Financial Advisors1,377
0.0% of portfolio›$35.0K
Manchester Capital Management LLC1,357
0.0% of portfolio›$34.5K
Mather Group, Llc.1,177
0.0% of portfolio›$29.9K
Global Trust Asset Management, LLC1,134
0.0% of portfolio›$28.8K
Networth Advisors, LLC1,117
0.0% of portfolio›$28.4K
Allspring Global Investments Holdings, LLC936
0.0% of portfolio›$23.7K
Kingdom Financial Group Llc.826
0.0% of portfolio›$21.0K
Owl Creek Wealth Partners LLC690
0.0% of portfolio›$17.5K
Hazlett, Burt & Watson, Inc.653
0.0% of portfolio›$17
Reicon Wealth Advisors, LLC500
0.0% of portfolio›$12.7K
Assetmark, Inc491
0.0% of portfolio›$12.5K
Provenance Wealth Advisors, LLC473
0.0% of portfolio›$12.0K
Key Capital Management, Inc364
0.0% of portfolio›$9.2K
Nova Financial LLC286
0.0% of portfolio›$7.3K
Fairway Wealth LLC149
0.0% of portfolio›$3.8K
Financial Network Wealth Advisors LLC142
0.0% of portfolio›$3.6K
Morton Brown Family Wealth, LLC140
0.0% of portfolio›$3.6K
Olistico Wealth, LLC120
0.0% of portfolio›$3.0K
Montgomery Financial Services LLC119
0.0% of portfolio›$3.0K
Signaturefd, LLC101
0.0% of portfolio›$2.6K
High Point Wealth Management, LLC95
0.0% of portfolio›$2.4K
Wolff Wiese Magana LLC66
0.0% of portfolio›$1.7K
TD Private Client Wealth LLC65
0.0% of portfolio›$1.7K
Evolution Wealth Management Inc.59
0.0% of portfolio›$1.5K
Fortitude Family Office, LLC53
0.0% of portfolio›$1.3K
Powell Investment Advisors, LLC48
0.0% of portfolio›$1.2K
Versant Capital Management, Inc42
0.0% of portfolio›$1.1K
Citigroup Inc37
0.0% of portfolio›$939
Gamma Investing LLC20
0.0% of portfolio›$508
Prairie Wealth Advisors, Inc.0
0.3% of portfolio›$1.3M
StyleTurnoverLocationFiled
Retirement Planning Group, LLC
7,636,239$193.9M4.8%ETFVery LowLeawood, KS2026-10-19
Wealth Enhancement Advisory Services, LLC
4,033,589$102.4M0.2%CoreLowPlymouth, MN2026-10-13
Krilogy Financial LLC
3,667,575$93.1M2.5%GrowthLowSt. Louis, MO2026-10-13
GR Financial Group, LLC
3,622,134$92.0M12.2%ETFMediumTucson, AZ2026-10-27
Apollon Wealth Management, LLC
3,028,318$76.9M0.9%GrowthLowMount Pleasant, SC2026-10-23
Commonwealth Equity Services, LLC
3,027,086$76.9M0.1%ETFLowWaltham, MA2026-11-02
Fragasso Financial Advisors Inc
2,981,967$75.7M3.8%ETFLowSewickley, PA2026-10-13
RFG Advisory, LLC
2,892,811$73.4M1.0%ETFMediumBirmingham, AL2026-11-03
Journey Advisory Group, LLC
2,863,073$72.7M5.4%CoreMediumCovington, KY2026-11-04
Family Investment Center, Inc.
2,357,924$59.9M9.9%ETFMediumSaint Joseph, MO2026-10-19
Cambridge Investment Research Advisors, Inc.
2,353,407$59.8K0.0%ETFLowFairfield, IA2026-11-02
Heirloom Wealth Management
2,167,042$55.0M7.2%GrowthMediumGreenwood Village, CO2026-10-14
Tanglewood Wealth Management, Inc.
2,005,427$50.9M4.2%ETFMediumHouston, TX2026-10-23
Prime Capital Investment Advisors, LLC
1,815,642$46.1M0.5%ETFLowOverland Park, KS2026-10-20
HUB Investment Partners, LLC
1,762,239$44.7M0.8%GrowthLowAustin, TX2026-11-03
Annex Advisory Services, LLC
1,745,119$44.3M0.7%GrowthHighBrookfield, WI2026-10-16
Wagner Wealth Management, LLC
1,627,072$41.3M7.2%ETFLowGreenville, SC2026-10-21
RFG Holdings, Inc.
1,624,039$40.0M8.3%ETFLowArgyle, TX2026-10-30
Wall Capital Group, Inc.
1,574,337$40.0M33.0%ETFHighPhoenix, AZ2026-10-14
Aprio Wealth Management, LLC
1,560,377$39.6M1.8%ETFMediumAtlanta, GA2026-10-28
Waterway Wealth Management, LLC
1,510,601$36.5M6.9%ETFMediumThe Woodlands, TX2026-10-28
Stonebridge Financial Group, LLC
1,428,056$36.3M2.7%ETFMediumWormleysburg, PA2026-10-01
Parallel Advisors, LLC
1,420,538$36.1M0.5%IndexLowSan Francisco, CA2026-11-03
D.B. Root & Company, LLC
1,369,393$34.8M7.5%ETFLowPittsburgh, PA2026-11-04
Cardinal Point Capital Management ULC
1,362,834$34.6M1.9%ValueLowToronto, Australia2026-10-21
Soltis Investment Advisors LLC
1,352,994$34.4M1.6%CoreMediumSt. George, UT2026-10-28
R. W. Roge & Company, Inc.
1,351,063$34.3K0.1%ETFVery LowBohemia, NY2026-11-04
Wealth Alliance Advisory Group, LLC
1,330,110$33.8M4.7%CoreLowWichita, KS2026-10-14
Bare Financial Services, Inc
1,315,585$33.4M7.5%ETFVery LowGap, PA2026-11-04
Pictet North America Advisors SA
1,313,381$33.3M2.8%GARPMediumGeneva 73, Switzerland2026-10-21
San Luis Wealth Advisors LLC
1,267,849$32.2M4.7%CoreMediumSan Luis Obispo, CA2026-10-27
Correct Capital Wealth Management
1,225,469$31.1M5.3%ETFMediumClayton, MO2026-11-02
Allen Capital Group, LLC
1,199,136$30.4M2.4%CoreLowGrand Island, NE2026-10-27
Visionary Wealth Advisors
1,173,136$29.8M1.2%ETFLowO'Fallon, IL2026-11-04
Mirae Asset Global Investments Co., Ltd.
1,171,000$29.7M0.1%GrowthLowSeoul, Malaysia2026-11-03
D.A. Davidson & Co.
1,161,956$29.5M0.2%CoreLowGreat Falls, MT2026-10-28
Wealthcare Advisory Partners LLC
1,144,468$29.1M0.5%ETFLowWest Chester, PA2026-10-21
Intrua Financial, LLC
1,121,264$28.5M2.7%ETFMediumHouston, TX2026-10-28
Mason & Associates, LLC
1,074,634$27.3M5.6%ETFVery LowNewport News, VA2026-10-26
Rainey & Randall Wealth Advisors Inc.
1,057,059$26.8M3.8%ETFVery LowCelebration, FL2026-10-26
Creative Capital Management Investments LLC
1,018,160$25.9M5.8%ETFLowSan Diego, CA2026-10-28
Northside Capital Management, LLC
1,011,574$25.7M2.0%GARPLowHood River, OR2026-10-13
Gemmer Asset Management LLC
989,802$25.1M1.6%ETFLowWalnut Creek, CA2026-10-16
EnRich Financial Partners LLC
988,437$25.1M6.0%ETFVery LowMadison, WI2026-10-21
Acorn Financial Advisory Services Inc
967,960$24.6M3.1%ETFMediumReston, VA2026-11-02
Eclectic Associates Inc
967,872$24.6M2.7%ETFVery LowFullerton, CA2026-10-09
Kestra Advisory Services, LLC
956,161$24.3M0.1%CoreLowAustin, TX2026-11-02
Welch Group, LLC
943,528$24.0M0.8%CoreVery LowBirmingham, AL2026-10-29
LexAurum Advisors, LLC
941,820$23.9M2.7%ETFLowOverland Park, KS2026-10-19
Vise Technologies, Inc.
934,906$23.7M0.2%IndexLowNew York, NY2026-10-29
MinichMacGregor Wealth Management, LLC
920,409$23.4M3.8%ETFHighSaratoga Springs, NY2026-10-14
Hutchens & Kramer Investment Management Group, LLC
897,357$22.8M6.8%ETFLowIndianapolis, IN2026-10-16
BIP Wealth, LLC
882,889$22.4M0.6%ETFMediumAtlanta, GA2026-10-22
Great Point Wealth Advisors, LLC
880,683$22.4M3.6%ETFVery LowBoston, MA2026-10-15
Evergreen Capital Management LLC
878,114$22.3M0.4%GARPMediumBellevue, WA2026-10-23
Vigilare Wealth Management
844,709$21.4M6.6%ETFHighScottsdale, AZ2026-10-29
Victory Financial Group, LLC
809,781$20.6M1.9%ETFLowAustin, TX2026-10-27
Dahring | Cusmano LLC
803,176$20.4M9.4%ETFLowNovi, MI2026-11-03
Scott Capital Advisors, LLC
780,275$19.7M2.8%ETFVery LowPortland, OR2026-10-13
Novem Group
776,835$19.7M2.0%ETFMediumRochester, NY2026-10-19
Riverchase Wealth Management, LLC
744,802$18.9M9.2%ETFMediumFlower Mound, TX2026-10-28
O'Connor Financial Group LLC
737,269$18.7M6.6%ETFLowQuincy, IL2026-10-26
Alliance Private Wealth, LLC
728,236$18.5M6.9%ETFVery LowNorth Reading, MA2026-10-20
CLG LLC
691,052$17.5M3.7%ETFMediumLong Beach, CA2026-10-13
Founders Financial Securities LLC
684,325$17.4M0.9%ETFMediumTowson, MD2026-10-28
True North Advisors, LLC
663,875$16.9M1.2%CoreMediumDallas, TX2026-10-22
Financial Futures Ltd Liability Co.
649,460$16.5M6.1%ETFLowBrielle, NJ2026-10-13
Beacon Capital Management, Inc.
643,463$16.3M1.0%ETFMediumDayton, OH2026-10-13
EverSource Wealth Advisors, LLC
634,024$16.1M0.5%CoreMediumBirmingham, AL2026-11-04
Kozak & Associates, Inc.
633,737$16.2M2.9%ETFLowHighlands Ranch, CO2026-10-29
Base Wealth Management LLC
620,893$15.8M7.0%ETFMediumLakewood Ranch, FL2026-10-21
Atria Investments, Inc
597,928$15.2M0.1%CoreMediumCharlotte, NC2026-10-15
Flynn Zito Capital Management, LLC
582,184$14.8M3.9%ETFLowGarden City, NY2026-11-04
Mid-American Wealth Advisory Group, Inc.
581,907$14.8M5.2%ETFMediumKansas City, MO2026-10-21
Lake Street Private Wealth, LLC
572,400$14.5M1.6%GrowthLowChicago, IL2026-10-22
Daymark Wealth Partners, LLC
571,652$14.5M0.3%CoreLowCincinnati, OH2026-11-04
Able Financial Group, LLC
567,669$14.4M2.3%ETFLowScottsdale, AZ2026-10-14
Johnson & White Wealth Management, LLC
551,041$14.0M5.1%ETFVery LowYork, PA2026-11-03
Advisor OS, LLC
542,455$13.8M0.9%ETFMediumChicago, IL2026-11-03
ERn Financial, LLC
540,381$13.7M2.2%ETFVery LowMiddleton, WI2026-10-28
Wespac Advisors SoCal, LLC
530,918$13.5M2.4%GrowthMediumPasadena, CA2026-10-13
Wilkerson Advisory Group LLC
521,633$13.2M3.9%ETFMediumColumbia, MO2026-10-20
White Pine Investment Co
519,433$13.2K0.0%ETFVery LowLivonia, MI2026-10-15
Breakwater Capital Group
512,052$13.0M1.5%ETFLowParamus, NJ2026-10-09
Copper Harbor Investment Advisors, LLC
503,017$12.8M2.6%ETFN/AAppleton, WI2026-10-16
Stokes Capital Advisors, LLC
501,361$12.7M2.8%CoreMediumGreenwood, SC2026-10-09
Grey Ledge Advisors, LLC
500,726$12.7M2.6%CoreLowGuilford, CT2026-11-02
Walkner Condon Financial Advisors LLC
497,274$12.6M1.4%ETFLowVerona, WI2026-11-02
Landmark Wealth Management, LLC
490,426$12.5M3.0%ETFVery LowMelville, NY2026-11-03
Brookstone Capital Management
482,922$12.3M0.1%ETFMediumWheaton, IL2026-10-22
Strata Wealth Advisors, LLC
477,241$12.1M2.8%ETFLowDallas, TX2026-10-16
Avondale Wealth Management
470,934$12.0M5.3%ETFLowWest Lake Hills, TX2026-10-15
Selby Wealth Management, LLC
448,063$11.4M4.0%ETFVery LowEmeryville, CA2026-10-16
Farther Finance Advisors, LLC
447,773$11.4M0.1%IndexLowSan Francisco, CA2026-10-08
Sentinel Advisory Group, LLC
433,390$11.0M4.5%ETFVery LowMiddleton, WI2026-10-20
S.E.E.D. Planning Group LLC
412,269$10.5M2.6%CoreMediumBinghamton, NY2026-10-07
Sentinel Pension Advisors, LLC
411,377$10.4M1.3%ETFLowWakefield, MA2026-11-02
Avaii Wealth Management, LLC
408,457$10.3M3.0%ETFMediumAppleton, WI2026-10-09
Creative Financial Designs Inc
400,428$10.2M0.5%ETFMediumKokomo, IN2026-11-04
Fiduciary Alliance LLC
393,425$10.0M0.8%CoreMediumGreenville, SC2026-10-13
Truist Financial Corp
374,673$9.5M0.0%CoreLowCharlotte, NC2026-10-30
Weaver Consulting Group
358,989$9.1M1.8%ETFLowHuntington Beach, CA2026-10-07
PFG Advisors
358,551$9.1M0.5%ETFMediumPhoenix, AZ2026-10-16
Econ Financial Services Corp
351,584$8.9M3.7%YieldVery HighHarrisburg, PA2026-10-19
Great Diamond Partners, LLC
347,235$8.8M1.5%CoreMediumPortland, ME2026-10-13
Refined Wealth Management
344,114$8.7M4.9%ETFMediumSalt Lake City, UT2026-10-13
Davenport & Co LLC
338,036$8.6M0.0%CoreMediumRichmond, VA2026-10-14
Exchange Traded Concepts, LLC
336,031$8.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Integrity Investment Advisors, LLC
335,941$8.5M3.3%ETFMediumFort Collins, CO2026-11-03
Means Investment Co., Inc.
330,316$8.4M0.6%GrowthVery LowBangor, ME2026-11-03
Parr Mcknight Wealth Management Group, LLC
324,570$8.2M1.0%CoreMediumMinneapolis, MN2026-10-30
Wealth Enhancement Trust Services, Inc.
321,756$8.2M0.9%GrowthMediumSioux Falls, SD2026-10-07
Quadcap Wealth Management, LLC
319,829$8.1M0.8%ETFLowFrisco, TX2026-11-02
Destiny Wealth Partners, LLC
319,100$8.1M0.8%ETFMediumTavares, FL2026-11-05
Hedeker Wealth, LLC
318,785$8.1M1.5%GrowthLowLincolnshire, IL2026-10-23
Halbert Hargrove Global Advisors, LLC
311,296$7.9M0.3%ETFLowLong Beach, CA2026-10-16
Elevation Point Wealth Partners, LLC
309,235$7.9M0.1%CoreHighDenver, CO2026-11-05
Wagner Wealth Management, Corp
298,488$7.6M5.9%ETFHighConyngham, PA2026-10-20
LifeGoal Investments, LLC
281,606$7.1M2.2%ETFLowSaratoga Springs, NY2026-10-09
Security Financial Services, Inc.
280,496$7.1M0.9%ETFMediumFort Wayne, IN2026-10-29
VestGen Advisors, LLC
273,873$7.0M0.2%GrowthMediumChicago, IL2026-10-27
Williams & Novak Wealth Management, LLC
267,126$6.8M4.0%ETFMediumWestlake Village, CA2026-10-09
Boyce & Associates Wealth Consulting, Inc.
264,267$6.7M4.1%ETFMediumCedar Park, TX2026-10-14
Asset Advisory Group, Inc.
262,124$6.7M2.9%CoreVery LowKinnelon, NJ2026-10-20
Foundry Financial LLC
250,307$6.4M2.0%ETFMediumPasadena, CA2026-10-16
Cherrydale Wealth Management, LLC
245,772$6.2M1.6%ETFVery LowMontclair, NJ2026-10-20
Independent Solutions Wealth Management, LLC
243,535$6.2M0.8%GrowthLowWilliamsville, NY2026-10-28
NavPoint Financial, Inc.
237,032$6.0M2.1%ETFVery LowPrior Lake, MN2026-10-21
Jeter Robert S II
227,566$5.8M3.8%ETFVery LowBethany Beach, DE2026-10-16
Overbrook Management Corp
226,546$5.8M0.9%GrowthMediumNew York, NY2026-10-08
AJ Advisors, LLC
226,467$5.7M1.8%ETFVery LowNashville, TN2026-10-29
Pinnacle Financial Group, LLC / IL
219,772$5.6M1.3%ETFVery LowWestern Springs, IL2026-10-29
AdvisorNet Financial, Inc
217,762$5.5M0.3%ETFLowMinnetonka, MN2026-10-15
Apollon Financial, LLC
216,544$5.5M0.6%ETFVery LowMount Pleasant, SC2026-10-23
Signature Estate & Investment Advisors LLC
214,123$5.4M0.1%ETFMediumLos Angeles, CA2026-10-13
USAdvisors Wealth Management, LLC
209,488$5.3K0.0%ETFLowEden Prairie, MN2026-10-21
Foundry Financial Group, Inc.
208,819$5.3M2.2%ETFLowLaconia, NH2026-10-28
ATX Financial Planning, LLC
207,092$5.3M3.4%ETFHighAustin, TX2026-10-14
Brighton Jones LLC
206,415$5.2M0.1%CoreVery LowSeattle, WA2026-11-03
MGO One Seven LLC
205,532$5.2M0.1%GrowthLowBeachwood, OH2026-10-28
LVW Advisors, LLC
205,464$5.2M0.4%CoreMediumPittsford, NY2026-10-19
Centerpoint Advisory Group
203,734$5.2M3.2%ETFLowOverland Park, KS2026-10-23
Intelligence Driven Advisers, LLC
202,370$5.1M0.9%ETFLowCarlsbad, CA2026-10-09
Tennessee Valley Asset Management Partners
199,587$5.1M0.6%ETFLowKnoxville, TN2026-11-03
Mayfair Advisory Group, LLC
198,143$5.0M1.5%ETFLowBirmingham, AL2026-10-20
Studio Investment Management LLC
198,018$5.0M0.9%ETFLowChicago, IL2026-10-22
Retirement Guys Formula LLC
188,852$4.8M1.8%CoreMediumMaumee, OH2026-10-26
Autumn Glory Partners, LLC
183,082$4.6M1.3%CoreMediumDallas, TX2026-10-26
Catalyst Investment Management LLC
181,412$4.6M4.1%ETFMediumWindham, NH2026-10-21
Asset One Wealth Management LLC
180,974$4.6M0.4%GrowthLowBellevue, WA2026-11-02
RiverTree Advisors, LLC
179,427$4.6M2.7%ETFMediumWinter Park, FL2026-10-13
Sprinkle Financial Consultants LLC
175,107$4.4M1.7%ETFLowLittleton, CO2026-10-09
John W. Brooker & Co., CPAs
169,301$4.3M4.9%ETFMediumOakland, CA2026-10-21
Concurrent Investment Advisors, LLC
167,252$4.2M0.0%GrowthMediumTampa, FL2026-10-16
SteelPeak Wealth, LLC
167,109$4.2M0.1%GrowthHighWoodland Hills, CA2026-10-16
Inspirion Wealth Advisors, LLC
162,229$4.1M0.5%ETFMediumLibertyville, IL2026-10-09
Investment Partners Asset Management, Inc.
160,302$4.1M2.2%CoreLowMetuchen, NJ2026-10-09
BAM Wealth Management, LLC
159,235$4.0M2.2%ETFHighLakewood, CO2026-10-15
StoneCrest Wealth Management, Inc.
157,952$4.0M1.3%ETFMediumChandler, AZ2026-11-03
PKS Advisory Services, LLC
153,927$4.1M0.7%ETFMediumAlbany, NY2026-10-26
Advisortrust Partners, LLC
151,213$3.8M1.2%CoreHighRaleigh, NC2026-11-02
Quad-Cities Investment Group, LLC
150,885$3.8M1.4%CoreLowDavenport, IA2026-10-16
White & Co Financial Planning Inc
150,160$3.9M2.6%ETFVery LowSunnyside, WA2026-10-16
Iams Wealth Management, LLC
148,032$3.8M1.1%CoreMediumOmaha, NE2026-10-15
GSG Advisors LLC
145,256$3.7M0.8%ETFVery LowMount Laurel, NJ2026-11-03
Capital Advisors Wealth Management, LLC
143,584$3.6M0.4%ETFLowYakima, WA2026-10-09
RMR Wealth Builders
136,528$3.5M0.2%ETFLowMontclair, NJ2026-10-22
Spectrum Advisors, Inc.
136,472$3.5M2.4%N/AN/APlano, TX2026-11-03
Mission Wealth Management, LP
134,659$3.4M0.1%ETFLowSanta Barbara, CA2026-10-15
Noble Wealth Management PBC
132,664$3.4M1.5%YieldMediumGreenwood Village, CO2026-10-01
Taylor & Morgan Wealth Management, LLC
131,898$3.3M1.6%ETFVery LowTroy, MI2026-10-09
True Wealth Design, LLC
131,877$3.3M0.8%ETFMediumAkron, OH2026-10-13
Schuylkill Financial LLC
126,312$3.2M3.1%ETFN/AWyomissing, PA2026-10-21
Puff Wealth Management, LLC
124,819$3.2M3.0%ETFLowHaddonfield, NJ2026-10-07
Centennial Wealth Advisory LLC
121,761$3.1M0.6%ETFLowTraverse City, MI2026-10-16
Bfsg, LLC
119,045$3.0M0.3%CoreLowIrvine, CA2026-10-30
Oregon Pacific Wealth Management, LLC
117,538$3.0M2.8%ETFMediumMedford, OR2026-10-20
Wisconsin Wealth Advisors, LLC
115,714$2.9M2.5%ETFLowSun Prairie, WI2026-10-08
Newman Dignan & Sheerar, Inc.
109,667$2.8M0.5%ETFLowProvidence, RI2026-10-21
Ascentis Independent Advisors
108,812$2.8M0.2%ETFLowDallas, TX2026-11-03
First Premier Bank
107,449$2.7K0.0%CoreVery LowSioux Falls, SD2026-10-13
Peoples Bank
105,745$2.7M1.2%ETFLowMarietta, OH2026-10-26
Banque Pictet & CIE SA
101,500$2.6M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
First Citizens Financial Corp
100,695$2.6M1.1%ETFLowMason City, IA2026-10-02
Ashton Thomas Private Wealth, LLC
100,048$2.5M0.1%CoreMediumScottsdale, AZ2026-11-03
Trek Financial, LLC
99,829$2.5M0.1%ETFHighScottsdale, AZ2026-10-29
Ehrlich Financial Group
97,972$2.5M1.3%ETFHighLaguna Niguel, CA2026-10-20
Sunpointe, LLC
94,138$2.4M0.7%GrowthMediumSt. Louis, MO2026-10-22
Trademark Financial Management, LLC
93,816$2.4M1.0%ETFMediumBloomington, MN2026-10-23
Partners Wealth Management, LLC
92,776$2.4M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Sowell Financial Services LLC
91,029$2.3M0.1%CoreLowNorth Little Rock, AR2026-10-23
Merkkuri Wealth Advisors LLC
90,979$2.3M1.4%ETFMediumHicksville, NY2026-11-03
IFS Advisors, LLC
90,697$2.3M0.7%ETFLowOverland Park, KS2026-10-14
Prospera Financial Services Inc
90,332$2.3M0.0%CoreMediumDallas, TX2026-11-04
Beacon Financial Planning, Inc
87,575$2.2M0.8%ETFVery LowHyannis, MA2026-11-04
Worth Asset Management, LLC
86,809$2.2M0.6%ETFHighDallas, TX2026-10-07
Sigma Planning Corp
83,890$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
RMR Capital Management, LLC
83,706$2.1M1.5%ValueVery LowTustin, CA2026-10-23
MW Advisory, LLC
82,694$2.1M0.8%CoreN/AAtlanta, GA2026-10-19
Independent Financial Group, LLC
79,312$2.0M0.0%GrowthLowSan Diego, CA2026-10-13
Onyx Bridge Wealth Group LLC
77,236$2.0M0.2%ETFMediumTarrytown, NY2026-10-16
Hyposwiss Advisors SA
77,235$2.0M1.9%ETFLowGeneva, Switzerland2026-10-26
Milestone Asset Management, LLC
77,155$2.0M0.3%GrowthHighPittsburgh, PA2026-10-15
Altfest L J & Co Inc
76,900$2.0M0.2%ETFHighNew York, NY2026-10-27
Riverbend Wealth Management, LLC
76,525$1.9M0.9%GrowthLowMyrtle Beach, SC2026-10-15
First Affirmative Financial Network
76,309$1.9M0.4%CoreN/AColorado Springs, CO2026-10-21
CGC Financial Services, LLC
72,635$1.8M0.4%ETFLowLake Oswego, OR2026-10-13
Canvas Wealth Advisors, LLC
71,930$1.8M0.2%GrowthLowShawnee, KS2026-11-02
BayBridge Capital Group, LLC
71,382$1.8M1.0%GARPMediumLivermore, CA2026-10-13
Arwa LLC
71,276$1.8M0.7%ETFMediumFort Worth, TX2026-10-21
SeaCrest Wealth Management, LLC
70,726$1.8M0.2%GrowthLowPurchase, NY2026-10-21
CRA Financial Services, LLC
70,529$1.8M0.2%ETFVery LowNorthfield, NJ2026-10-16
Quartz Partners, LLC
70,238$1.8M0.5%GARPMediumSaratoga Springs, NY2026-11-03
Financial Planning Hawaii, Inc.
69,641$1.8M1.0%CoreVery LowHonolulu, HI2026-10-13
Summit Investment Advisory Services, LLC
69,151$1.8M0.4%ETFVery LowRoseville, MN2026-11-03
Everhart Financial Group, Inc.
68,523$1.7M0.1%ETFLowDublin, OH2026-10-08
BlueChip Wealth Advisors LLC
67,667$1.7M0.6%ETFMediumMilton, GA2026-11-03
Golden State Wealth Management, LLC
63,662$1.6M0.1%ETFMediumSanta Ana, CA2026-11-02
Bluesphere Advisors LLC
62,451$1.6M0.5%ETFLowEast Norriton, PA2026-10-19
Signal Advisors Wealth, LLC
61,275$1.6M0.1%ETFLowDetroit, MI2026-10-13
Creative Planning
59,887$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Ergawealth Advisors, Inc.
59,385$1.5M0.6%ETFMediumOak Brook, IL2026-10-21
MBL Wealth, LLC
58,910$1.5M0.1%ETFLowCharlotte, NC2026-10-22
RDA Financial Network
58,186$1.5M0.3%GrowthMediumAkron, IA2026-10-15
Thrive Wealth Management, LLC
57,742$1.5M0.2%ETFVery LowAudubon, PA2026-10-13
Crusonia Wealth Advisors LLC
55,112$1.4M0.2%ETFVery LowDenver, CO2026-10-26
Parsons Capital Management Inc
55,061$1.4M0.1%CoreLowProvidence, RI2026-10-28
Lodestar Private Asset Management LLC
54,575$1.4M0.1%ETFLowAlamo, CA2026-10-26
S&A Financial Services, Inc.
52,962$1.3M0.8%ETFN/AOverland Park, KS2026-11-03
First Heartland Consultants, Inc.
52,777$1.3M0.1%ETFMediumLake St. Louis, MO2026-10-08
Titleist Asset Management, LLC
52,104$1.3M0.1%ETFLowSan Antonio, TX2026-10-08
Apella Capital, LLC
50,897$1.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Tectonic Advisors LLC
50,897$1.3M0.1%YieldLowFrisco, TX2026-10-22
TD Waterhouse Canada Inc.
50,215$1.3M0.0%CoreLowToronto, Australia2026-10-16
Kestra Private Wealth Services, LLC
49,566$1.3M0.0%GrowthLowAustin, TX2026-10-30
WestHill Financial Advisors, Inc.
49,117$1.2M0.2%ETFVery LowSan Rafael, CA2026-10-14
Patten Group, Inc.
49,094$1.2M0.2%CoreLowChattanooga, TN2026-10-26
Sanchez Wealth Management Group
48,546$1.2M3.7%ETFVery LowJacksonville, FL2026-11-02
Cyndeo Wealth Partners, LLC
48,453$1.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Orba Wealth Advisors, L.L.C.
48,115$1.2M1.0%ETFMediumChicago, IL2026-10-23
Buck Wealth Strategies, LLC
47,922$1.2M0.1%ValueMediumDenver, CO2026-10-28
Beacon Financial Advisory LLC
45,598$1.2M0.2%ETFLowCleveland, OH2026-10-16
Integrity Wealth Advisors, Inc.
44,869$1.1M0.6%ETFMediumVentura, CA2026-10-29
Omnitrust Wealth Management, Inc
44,523$1.1M1.3%ETFN/AJacksonville, FL2026-11-02
Lodestone Wealth Management LLC
43,912$1.1M0.4%CoreLowSpokane, WA2026-10-14
Kercheville Advisors, LLC
43,130$1.1M0.3%GrowthMediumSan Antonio, TX2026-10-19
Ballew Advisors, Inc
42,150$1.1M0.5%ETFLowJackson, MS2026-10-05
Roger Wittlin Investment Advisory, LLC
41,579$1.1M0.8%ETFLowSan Francisco, CA2026-10-19
Peterson Wealth Advisors, LLC
40,935$1.0M0.1%ETFLowOrem, UT2026-10-08
CGN Advisors LLC
40,293$1.0M0.1%ETFLowManhattan, KS2026-10-21
XY Planning Network, Inc.
38,733$983.4K0.1%ETFLowBozeman, MT2026-10-14
Citizens Financial Group Inc
38,240$970.9K0.0%GrowthLowProvidence, RI2026-10-23
Gallacher Capital Management LLC
38,083$966.9K0.8%ValueMediumLone Tree, CO2026-10-30
Winthrop Advisory Group LLC
37,683$956.8K0.1%ETFVery LowBoston, MA2026-10-22
Redhawk Wealth Advisors, Inc.
37,574$954.0K0.1%ETFHighMinneapolis, MN2026-10-14
Sendero Wealth Management, LLC
37,507$952.3K0.1%GARPLowSan Antonio, TX2026-10-14
Balentine LLC
36,717$932.2K0.0%ETFLowAtlanta, GA2026-11-03
Lionsbridge Wealth Management LLC
36,625$929.9K1.0%ETFMediumJacksonville Beach, FL2026-10-26
Resonant Capital Advisors, LLC
36,425$924.8K0.0%ETFLowMadison, WI2026-10-15
Axxcess Wealth Management, LLC
36,308$921.9K0.0%CoreLowCarlsbad, CA2026-10-21
HBW Advisory Services LLC
35,129$891.9K0.1%ETFMediumSimi Valley, CA2026-10-15
Private Trust Co NA
34,669$880.2K0.1%CoreLowCleveland, OH2026-10-20
Curated Wealth Partners LLC
33,807$858.4K0.1%GARPLowEl Segundo, CA2026-10-15
Essex Bank
33,776$857.2K0.2%CoreLowEssex, CT2026-10-16
Financial Insights, Inc.
33,478$850.0K0.2%ETFLowTacoma, WA2026-10-27
Silverlake Wealth Management LLC
32,040$813.5K0.2%ETFLowWilliston, VT2026-10-21
Flagship Wealth Advisors, LLC
31,264$793.8K0.2%ETFLowWakefield, MA2026-11-03
Latitude Advisors, LLC
30,881$784.1K0.2%ETFLowYorkville, IL2026-10-27
Oppenheimer & Co Inc
30,304$769.4K0.0%CoreLowNew York, NY2026-10-26
Register Financial Advisors LLC
30,162$765.8K0.2%GARPLowAtlanta, GA2026-10-23
4Wealth Advisors, Inc.
29,745$755.8K0.5%ETFMediumBurr Ridge, IL2026-10-13
Cornerstone Wealth Management, LLC
28,430$721.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Roof Eidam Maycock Peralta, LLC
28,254$717.4K0.1%ETFVery LowSan Francisco, CA2026-10-15
Lloyd Advisory Services, Llc.
28,247$717.2K0.3%ETFVery HighSuwanee, GA2026-11-02
Boomfish Wealth Group, LLC
27,872$707.7K0.3%GrowthMediumAlpharetta, GA2026-10-22
Jessup Wealth Management, Inc
27,600$700.8K0.1%GrowthMediumDayton, OH2026-10-20
Independent Wealth Network Inc.
27,363$694.8K0.2%ETFMediumUrbandale, IA2026-10-19
Emergent Wealth Advisors, LLC
27,289$692.9K0.4%ETFMediumWilliamsville, NY2026-10-09
Symphony Financial, Ltd. Co.
25,783$655.8K0.1%GrowthLowHouston, TX2026-10-22
Richard P Slaughter Associates Inc
25,712$652.8K0.1%ETFMediumAustin, TX2026-10-13
Essential Investment Partners LLC
25,430$645.7K0.4%GrowthLowEnglewood, CO2026-10-27
Concord Wealth Partners
25,427$645.6K0.1%GrowthLowAbingdon, VA2026-11-02
McKinley Carter Wealth Services, Inc.
25,377$644.3K0.0%ETFMediumWheeling, WV2026-10-16
LightSquare Wealth Management, LLC
25,131$638.1K0.4%ETFN/ABingham Farms, MI2026-11-03
Simon Quick Advisors, LLC
25,044$635.9K0.0%ETFLowMorristown, NJ2026-10-26
Argyle Capital Partners, LLC
24,998$634.7K0.4%CoreLowLos Angeles, CA2026-10-23
Boyer Financial Services, Inc.
24,757$628.6K0.5%ETFLowNewport Beach, CA2026-10-23
Choreo, LLC
24,540$623.1K0.0%IndexLowRockford, IL2026-10-28
MSH Capital Advisors LLC
24,369$618.7K0.1%CoreLowScottsdale, AZ2026-11-03
Strategic Blueprint, LLC
23,948$608.0K0.0%ETFLowAtlanta, GA2026-10-22
StoneX Group Inc.
23,945$611.4K0.0%ETFMediumNew York, NY2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
23,637$600.1K0.0%ETFLowMinneapolis, MN2026-10-14
Clarity Asset Management, Inc.
23,260$590.6K0.3%ETFHighAmes, IA2026-10-14
Beacon Capital Management, LLC
22,869$580.6K0.1%ETFMediumFranklin, TN2026-10-23
Decision Investments, Inc
22,640$574.8K0.5%GrowthLowSan Diego, CA2026-10-07
Schmidt P J Investment Management Inc
22,571$573.1K0.1%GrowthVery LowCedarburg, WI2026-11-02
Stillwater Wealth Management Group
22,095$561.0K0.3%GrowthMediumJuno Beach, FL2026-10-21
Centurion Wealth Management LLC
21,939$557.0K0.1%ETFMediumMclean, VA2026-10-13
Stage Harbor Financial, LLC
21,135$536.6K0.3%ETFVery LowWestwood, MA2026-11-03
United Advisor Group, LLC
20,253$514.2K0.0%ETFLowCincinnati, OH2026-11-03
Summa Corp.
20,000$507.8K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Colton Groome Financial Advisors, LLC
19,855$504.1K0.1%ETFLowAsheville, NC2026-10-06
LiftPoint Family Wealth Advisors LLC
19,716$500.6K0.3%ETFMediumFar Hills, NJ2026-11-03
Capital Investment Advisory Services, LLC
19,558$496.6K0.0%CoreMediumRaleigh, NC2026-10-30
ACT Advisors, Llc.
19,466$494.2K0.2%ETFMediumAsheville, NC2026-10-15
Birchwood Financial Partners, Inc.
19,096$484.9K0.4%ETFVery LowBloomington, MN2026-11-02
Sound Income Strategies, LLC
18,875$479.2K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Nicholas Hoffman & Company, Llc.
18,712$475.1K0.0%ETFVery LowAtlanta, GA2026-10-30
First Bank & Trust
18,177$461.5K0.1%CoreLowBrookings, SD2026-10-19
Horizon Wealth Management, LLC
17,649$448.1K0.1%ETFVery HighLa Grange, IL2026-11-02
Bison Wealth, LLC
17,592$446.7K0.0%GrowthMediumAtlanta, GA2026-10-13
Fortitude Financial, LLC
17,506$444.5K0.2%ETFHighSpokane, WA2026-10-19
Tempus Wealth Planning, LLC
17,159$435.7K0.1%ETFMediumIrvine, CA2026-10-14
Elevated Capital Advisors, LLC
16,873$428.4K0.1%ETFMediumSandy, UT2026-11-04
Wedbush Securities Inc
16,860$4280.0%CoreLowPasadena, CA2026-10-22
Park Avenue Securities LLC
16,848$4280.0%ETFMediumNew York, NY2026-10-26
New Wave Wealth Advisors LLC
16,810$427.0K0.1%CoreMediumSpringdale, AR2026-10-19
Sowa Financial Group, Inc.
16,590$4210.0%ETFLowLincoln, RI2026-10-26
M Holdings Securities, Inc.
16,207$4120.0%ETFHighPortland, OR2026-11-03
JSF Financial, LLC
16,135$409.7K0.1%ETFMediumLos Angeles, CA2026-10-22
First Hawaiian Bank
15,951$405.0K0.0%ETFVery LowHonolulu, HI2026-10-14
Financial Synergies Wealth Advisors, Inc.
15,705$398.8K0.0%ETFVery LowHouston, TX2026-10-16
Summit Wealth Group LLC / Co
14,677$372.7K0.0%ETFHighColorado Springs, CO2026-10-29
Focus Financial Network, Inc.
14,189$360.2K0.0%ETFLowMinneapolis, MN2026-10-14
Nautilus Advisors LLC
13,514$343.1K0.2%GrowthLowLa Jolla, CA2026-10-07
Equitable Trust Co
13,235$336.0K0.0%CoreLowNashville, TN2026-10-13
MBA Advisors LLC
12,875$326.9K0.1%ETFLowHermitage, PA2026-10-29
Diversified Portfolios, Inc.
12,632$320.7K0.0%ETFLowBloomfield Hills, MI2026-11-04
Wespac Advisors, LLC
12,505$317.5K0.2%ETFHighOrinda, CA2026-10-26
E6 Portfolios, LLC
12,093$307.0K0.2%ETFLowMidvale, UT2026-10-26
Oak Grove Capital LLC
12,000$304.7K0.0%Agg GrowthLowHolderness, NH2026-10-09
Planning Strategies Inc.
11,948$303.4K0.2%ETFN/ALancaster, PA2026-10-02
William John Sempolinski
11,900$302.1K0.1%MomentumLowEaston, MA2026-10-20
Avantax Planning Partners, Inc.
11,882$301.7K0.0%ETFLowDubuque, IA2026-11-03
Narus Financial Partners, LLC
11,256$285.8K0.1%ValueLowSalt Lake City, UT2026-10-19
PCA Investment Advisory Services Inc.
11,108$282.0K0.1%ETFVery LowCincinnati, OH2026-10-13
Clear Point Advisors Inc.
10,885$276.4K0.2%ETFMediumMelville, NY2026-10-30
Raleigh Capital Management Inc.
10,882$276.3K0.1%CoreMediumCary, NC2026-10-28
Root Financial Partners, LLC
10,701$271.7K0.0%ETFMediumEncinitas, CA2026-10-21
Magnus Financial Group LLC
10,253$260.3K0.0%ETFLowNew York, NY2026-10-21
Legacy Capital Wealth Partners, LLC
10,116$256.9K0.1%CoreMediumLittle Rock, AR2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
9,957$252.8K0.0%ETFMediumWestlake, OH2026-10-14
Goldstein Advisors, LLC
9,941$252.4K0.0%ETFMediumMadison, WI2026-10-15
Sovran Advisors, LLC
9,595$245.8K0.0%ETFMediumSan Diego, CA2026-11-02
Crescent Grove Advisors, LLC
9,528$241.9K0.0%ETFLowLake Forest, IL2026-10-21
Acorn Wealth Advisors, LLC
9,380$238.2K0.1%ETFLowGrand Blanc, MI2026-10-19
Lido Advisors, LLC
9,308$236.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Kingswood Wealth Advisors, LLC
8,722$221.5K0.0%GrowthLowSan Diego, CA2026-10-23
Clear Creek Financial Management, LLC
8,690$220.6K0.0%ETFMediumSilverdale, WA2026-10-28
SFG Wealth Management, Llc.
8,670$220.1K0.1%ETFMediumTowson, MD2026-10-23
Aegis Wealth Management, Inc.
8,645$219.5K0.1%ETFMediumGuthrie Center, IA2026-10-26
Verus Capital Partners, LLC
8,234$209.1K0.0%GrowthLowScottsdale, AZ2026-11-03
Westside Investment Management, Inc.
8,135$206.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Next Level Wealth Planning, LLC
7,554$191.8K0.1%ETFVery LowMeridian, ID2026-10-29
Cape Investment Advisory, Inc.
7,472$189.7K0.0%ETFLowMcdonough, GA2026-10-13
Lanark Financial, Inc.
7,068$179.5K0.0%CoreMediumBirmingham, AL2026-10-26
MidAtlantic Capital Management, Inc.
6,813$173.0K0.1%ETFVery LowRichmond, VA2026-11-05
William Mack & Associates, Inc.
6,790$172.4K0.1%ETFLowTroy, MI2026-10-27
Compass Financial Management LLC
6,458$164.0K0.0%CoreN/ATampa, FL2026-10-30
Clayton Financial Group LLC
6,450$163.8K0.1%ETFLowSt. Louis, MO2026-10-13
AlphaCore Capital LLC
5,911$150.1K0.0%ETFLowLa Jolla, CA2026-11-04
Cedar Mountain Advisors, LLC
5,317$135.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Cranbrook Wealth Management, LLC
4,832$122.7K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Brown, Lisle Ings, Inc.
4,500$114.3K0.0%CoreVery LowProvidence, RI2026-10-16
Signature Equity Partners, LLC
4,163$105.7K0.0%GrowthMediumColumbus, OH2026-10-29
JFS Wealth Advisors, LLC
3,794$96.3K0.0%ETFVery LowHermitage, PA2026-11-03
Tounjian Advisory Partners, LLC
3,244$82.4K0.0%GrowthHighFort Myers, FL2026-11-04
Eastern Bank
2,511$63.8K0.0%GrowthMediumBoston, MA2026-10-05
IFP Advisors, Inc
2,291$58.2K0.0%GrowthLowTampa, FL2026-10-16
MTM Investment Management, LLC
2,265$57.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
RHL Group, LLC
1,946$49.4K0.0%ETFVery HighHolly, MI2026-11-04
Essential Partners LLC
1,889$48.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Quest 10 Wealth Builders, Inc.
1,873$47.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
1,777$45.1K0.1%GrowthMediumIndianapolis, IN2026-10-14
StrongBox Wealth, LLC
1,515$38.5K0.0%GrowthLowLee'S Summit, MO2026-11-02
Kelleher Financial Advisors
1,377$35.0K0.0%CoreMediumNew York, NY2026-10-30
Manchester Capital Management LLC
1,357$34.5K0.0%CoreLowManchester, VT2026-10-22
Mather Group, Llc.
1,177$29.9K0.0%ETFMediumChicago, IL2026-10-14
Global Trust Asset Management, LLC
1,134$28.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Networth Advisors, LLC
1,117$28.4K0.0%ETFMediumCanonsburg, PA2026-11-03
Allspring Global Investments Holdings, LLC
936$23.7K0.0%CoreMediumCharlotte, NC2026-11-04
Kingdom Financial Group Llc.
826$21.0K0.0%ETFMediumPeoria, AZ2026-11-04
Owl Creek Wealth Partners LLC
690$17.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Hazlett, Burt & Watson, Inc.
653$170.0%CoreVery LowWheeling, WV2026-11-04
Reicon Wealth Advisors, LLC
500$12.7K0.0%ETFLowAtlanta, GA2026-11-04
Assetmark, Inc
491$12.5K0.0%ETFLowConcord, CA2026-10-21
Provenance Wealth Advisors, LLC
473$12.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Key Capital Management, Inc
364$9.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Nova Financial LLC
286$7.3K0.0%N/AN/ATucson, AZ2026-11-04
Fairway Wealth LLC
149$3.8K0.0%ETFLowIndependence, OH2026-10-30
Financial Network Wealth Advisors LLC
142$3.6K0.0%ETFLowMurray, UT2026-10-28
Morton Brown Family Wealth, LLC
140$3.6K0.0%ETFVery LowAllentown, PA2026-10-23
Olistico Wealth, LLC
120$3.0K0.0%GrowthVery LowTulsa, OK2026-10-05
Montgomery Financial Services LLC
119$3.0K0.0%ETFN/AOcean City, MD2026-11-03
Signaturefd, LLC
101$2.6K0.0%IndexLowAtlanta, GA2026-10-23
High Point Wealth Management, LLC
95$2.4K0.0%ETFLowChester, NJ2026-11-05
Wolff Wiese Magana LLC
66$1.7K0.0%GrowthLowCarslbad, CA2026-10-15
TD Private Client Wealth LLC
65$1.7K0.0%ETFLowNew York, NY2026-10-28
Evolution Wealth Management Inc.
59$1.5K0.0%ETFMediumFort Myers, FL2026-10-28
Fortitude Family Office, LLC
53$1.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Powell Investment Advisors, LLC
48$1.2K0.0%ETFVery LowMiami, FL2026-10-22
Versant Capital Management, Inc
42$1.1K0.0%GARPLowPhoenix, AZ2026-10-02
Citigroup Inc
37$9390.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
20$5080.0%IndexVery LowFoster City, CA2026-10-08
Prairie Wealth Advisors, Inc.
0$1.3M0.3%CoreVery LowOmaha, NE2026-10-29