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Pimco Active Bond Exchange (BOND)

CUSIP: 72201R775 | NYSE | 1455 institutional holders

Quarters

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

Tectonic Advisors LLC1,724,091
6.9% of portfolio›$150.0M
Heirloom Wealth Management1,180,767
13.4% of portfolio›$102.7M
RFG Advisory, LLC741,266
0.9% of portfolio›$64.5M
Buck Wealth Strategies, LLC663,566
5.5% of portfolio›$57.7M
FSM Wealth Advisors, LLC628,266
5.6% of portfolio›$54.6M
Wealth Enhancement Advisory Services, LLC522,827
0.1% of portfolio›$45.4M
Christian Investment Advisors, Inc.515,095
27.5% of portfolio›$44.8M
Hudson Capital Management LLC484,509
10.4% of portfolio›$42.1M
Legacy Private Trust Co.481,440
2.3% of portfolio›$41.9M
Commonwealth Equity Services, LLC472,435
0.1% of portfolio›$41.1M
Cooper Financial Group465,447
3.2% of portfolio›$40.5M
Eclectic Associates Inc464,481
4.5% of portfolio›$40.4M
Concurrent Investment Advisors, LLC362,006
0.2% of portfolio›$31.5M
O'Connor Financial Group LLC343,751
10.6% of portfolio›$29.9M
Cornerstone Wealth Management, LLC340,136
1.2% of portfolio›$29.6M
Kestra Advisory Services, LLC330,861
0.1% of portfolio›$28.8M
Goldstein Advisors, LLC329,764
2.5% of portfolio›$28.7M
Truist Financial Corp315,240
0.0% of portfolio›$27.4M
Novem Group262,442
2.3% of portfolio›$22.8M
Southland Equity Partners LLC259,915
3.9% of portfolio›$22.6M
Exchange Traded Concepts, LLC253,722
0.1% of portfolio›$22.1M
AdvisorNet Financial, Inc233,100
0.9% of portfolio›$20.3M
Farther Finance Advisors, LLC209,458
0.1% of portfolio›$18.2M
McGrath & Associates, Inc.198,297
19.2% of portfolio›$17.2M
MRA Advisory Group195,843
6.4% of portfolio›$17.0M
Mullooly Asset Management, Inc.191,343
5.1% of portfolio›$16.6M
Valley National Advisers Inc183,964
1.8% of portfolio›$16.0M
Lynch Investment Planning, LLC183,611
11.7% of portfolio›$16.0M
Atria Investments, Inc172,416
0.1% of portfolio›$15.0M
Kwmg, LLC169,327
1.1% of portfolio›$14.7M
Bouvel Investment Partners, LLC167,865
3.4% of portfolio›$14.6M
Parr Mcknight Wealth Management Group, LLC163,805
1.7% of portfolio›$14.2M
Asset Allocation Strategies LLC161,360
2.1% of portfolio›$14.0M
Acima Private Wealth, LLC151,802
3.8% of portfolio›$13.2M
MBM Wealth Consultants, LLC151,017
2.4% of portfolio›$13.1M
Steph & Co137,499
3.0% of portfolio›$12.0M
Parallel Advisors, LLC136,912
0.2% of portfolio›$11.9M
Cambridge Investment Research Advisors, Inc.136,480
0.0% of portfolio›$11.9K
Vavra Capital Management, LLC123,220
9.3% of portfolio›$10.7M
Retirement Planning Group, LLC122,626
0.3% of portfolio›$10.7M
Hutchens & Kramer Investment Management Group, LLC121,664
3.2% of portfolio›$10.6M
Affiance Financial, LLC119,793
1.5% of portfolio›$10.4M
D.A. Davidson & Co.117,005
0.1% of portfolio›$10.2M
SimpliFi, Inc.109,118
3.9% of portfolio›$9.5M
Security Financial Services, Inc.101,479
1.2% of portfolio›$8.8M
Wealth Alliance Advisory Group, LLC100,890
1.2% of portfolio›$8.8M
Spectrum Advisors, Inc.97,503
5.9% of portfolio›$8.5M
Elevation Point Wealth Partners, LLC96,756
0.1% of portfolio›$8.4M
Fairway Financial, LLC95,299
5.2% of portfolio›$8.3M
BCS Wealth Management93,402
1.4% of portfolio›$8.1M
USAdvisors Wealth Management, LLC89,289
0.0% of portfolio›$7.8K
Catalyst Investment Management LLC83,519
6.4% of portfolio›$7.3M
Patten & Patten Inc81,300
0.4% of portfolio›$7.1M
Birchwood Financial Partners, Inc.80,417
5.2% of portfolio›$7.0M
Treasure Coast Financial Planning79,890
3.3% of portfolio›$6.9M
Wealthcare Advisory Partners LLC79,855
0.1% of portfolio›$6.9M
BAM Wealth Management, LLC78,685
3.7% of portfolio›$6.8M
McAdam, LLC77,541
0.3% of portfolio›$6.7M
Halbert Hargrove Global Advisors, LLC73,956
0.3% of portfolio›$6.4M
Connecticut Wealth Management, LLC73,538
0.2% of portfolio›$6.4M
Jmac Enterprises LLC71,646
1.1% of portfolio›$6.2M
Aviance Capital Partners, LLC68,714
0.6% of portfolio›$6.0M
Greenwood Capital Associates LLC67,902
0.6% of portfolio›$5.9M
Koshinski Asset Management, Inc.67,690
0.3% of portfolio›$5.9M
Selby Wealth Management, LLC66,883
2.0% of portfolio›$5.8M
Pacifica Partners Inc.66,616
1.7% of portfolio›$5.8M
Colonial River Investments, LLC66,378
1.5% of portfolio›$5.8M
Trek Financial, LLC65,747
0.3% of portfolio›$5.7M
Davenport & Co LLC65,653
0.0% of portfolio›$5.7M
B. Riley Wealth Advisors, Inc.64,564
0.2% of portfolio›$5.6M
Total Investment Management Inc63,439
0.5% of portfolio›$5.5M
Taylor & Morgan Wealth Management, LLC62,106
2.6% of portfolio›$5.4M
Partners Wealth Management, LLC60,399
0.5% of portfolio›$5.3M
Sagespring Wealth Partners, LLC59,314
0.1% of portfolio›$5.2M
Del-Sette Capital Management, LLC58,162
2.9% of portfolio›$5.1M
Lunt Capital Management, Inc.57,835
1.9% of portfolio›$5.0M
Freedom Financial Partners LLC57,603
1.6% of portfolio›$5.0M
Advus Financial Partners, LLC53,523
1.3% of portfolio›$4.7M
Csenge Advisory Group53,407
0.2% of portfolio›$4.6M
Vise Technologies, Inc.52,928
0.0% of portfolio›$4.6M
Financial Discovery Group Inc52,909
9.9% of portfolio›$4.6M
Denver PWM, LLC52,800
1.5% of portfolio›$4.6M
Canvas Wealth Advisors, LLC51,449
0.6% of portfolio›$4.6M
Fifth Third Securities, Inc.49,782
0.2% of portfolio›$4.3M
Avondale Wealth Management47,649
1.8% of portfolio›$4.1M
University of Texas S AM Investment Management Co46,312
0.5% of portfolio›$4.0M
Advisor OS, LLC44,776
0.3% of portfolio›$3.9M
Syverson Strege & Co44,357
0.8% of portfolio›$3.9M
First Hawaiian Bank44,007
0.5% of portfolio›$3.8M
Pinnacle Financial Group, LLC / IL43,338
0.9% of portfolio›$3.8M
21 West Wealth Management LLC40,674
3.1% of portfolio›$3.5M
Patten Group, Inc.39,830
0.5% of portfolio›$3.5M
Fiduciary Alliance LLC39,534
0.3% of portfolio›$3.4M
Elyxium Wealth, LLC39,511
0.3% of portfolio›$3.4M
Milestone Asset Management, LLC38,777
0.5% of portfolio›$3.4M
Wilkerson Advisory Group LLC37,605
1.0% of portfolio›$3.3M
Titleist Asset Management, LLC37,599
0.2% of portfolio›$3.3M
Essential Planning, Llc.36,677
0.9% of portfolio›$3.2M
Womack Financial LLC35,963
2.1% of portfolio›$3.1M
Strategic Blueprint, LLC35,512
0.2% of portfolio›$3.1M
Maia Wealth LLC34,880
0.4% of portfolio›$3.0M
Boomfish Wealth Group, LLC34,217
1.3% of portfolio›$3.0M
First Premier Bank33,533
0.0% of portfolio›$2.9K
TD Waterhouse Canada Inc.33,103
0.0% of portfolio›$2.9M
MFG Investments, LLC32,356
3.0% of portfolio›$2.8M
Iams Wealth Management, LLC31,376
0.8% of portfolio›$2.7M
Roger Wittlin Investment Advisory, LLC31,019
2.1% of portfolio›$2.7M
Emergent Wealth Advisors, LLC30,173
1.4% of portfolio›$2.6M
Apollon Financial, LLC29,840
0.3% of portfolio›$2.6M
Citigroup Inc28,981
0.0% of portfolio›$2.5M
Forteris Wealth Management Inc.28,731
2.1% of portfolio›$2.5M
Intelligence Driven Advisers, LLC28,133
0.4% of portfolio›$2.4M
Insight Wealth Partners, LLC27,303
0.3% of portfolio›$2.4M
Creative Planning26,002
0.0% of portfolio›$2.3M
Avior Wealth Management, LLC25,917
0.1% of portfolio›$2.3M
Fortitude Financial, LLC25,854
1.1% of portfolio›$2.2M
IFP Advisors, Inc25,697
0.0% of portfolio›$2.2M
Lido Advisors, LLC25,034
0.0% of portfolio›$2.2M
Forvis Mazars Wealth Advisors, LLC24,790
0.0% of portfolio›$2.2M
Plancorp, LLC21,438
0.0% of portfolio›$1.9M
MCF Advisors LLC21,375
0.1% of portfolio›$1.9M
Signal Advisors Wealth, LLC20,859
0.1% of portfolio›$1.8M
Strategic Advisors LLC20,357
0.4% of portfolio›$1.8M
Brookstone Capital Management18,653
0.0% of portfolio›$1.6M
Ascent Group, LLC18,312
0.0% of portfolio›$1.6M
Waterfront Wealth Inc.18,009
0.3% of portfolio›$1.6M
Asset One Wealth Management LLC17,202
0.1% of portfolio›$1.5M
Ascentis Independent Advisors16,757
0.1% of portfolio›$1.5M
Summit Wealth Group LLC / Co16,656
0.1% of portfolio›$1.4M
First Growth Capital LLC16,623
1.2% of portfolio›$1.4M
Lionsbridge Wealth Management LLC16,193
1.6% of portfolio›$1.4M
Independent Financial Group, LLC15,856
0.0% of portfolio›$1.4M
Romano Brothers and Company15,528
0.1% of portfolio›$1.4M
Oppenheimer & Co Inc15,008
0.0% of portfolio›$1.3M
Fjell Capital, LLC14,992
0.7% of portfolio›$1.3M
Dudley Capital Management, LLC14,940
0.5% of portfolio›$1.3M
Krilogy Financial LLC14,627
0.0% of portfolio›$1.3M
Perigon Wealth Management, LLC14,470
0.0% of portfolio›$1.3M
Clear Creek Financial Management, LLC14,369
0.1% of portfolio›$1.2M
Visionary Wealth Advisors13,904
0.0% of portfolio›$1.2M
Northwest Financial Advisors13,718
0.2% of portfolio›$1.2M
Droms Strauss Advisors Inc13,661
0.3% of portfolio›$1.2M
Strata Wealth Advisors, LLC13,483
0.3% of portfolio›$1.2M
Ramiah Investment Group13,452
0.9% of portfolio›$1.2M
Beacon Financial Advisory LLC13,256
0.2% of portfolio›$1.2M
MFA Wealth Services13,232
0.7% of portfolio›$1.2M
John W. Brooker & Co., CPAs13,151
1.3% of portfolio›$1.1M
Fragasso Financial Advisors Inc12,467
0.1% of portfolio›$1.1M
Steel Grove Capital Advisors, LLC12,330
0.1% of portfolio›$1.1M
PKS Advisory Services, LLC12,137
0.2% of portfolio›$1.1M
Fortitude Advisory Group L.L.C.11,758
0.4% of portfolio›$1.0M
Consilium Wealth Advisory, LLC11,450
0.3% of portfolio›$996.0K
Westside Investment Management, Inc.10,986
0.1% of portfolio›$953.7K
Harmony Asset Management LLC9,634
0.2% of portfolio›$838.0K
XY Planning Network, Inc.9,593
0.1% of portfolio›$834.5K
HCR Wealth Advisors9,578
0.1% of portfolio›$833.2K
Appalachian Capital Management Ltd9,443
0.6% of portfolio›$821.4K
Wilmington Savings Fund Society, FSB9,163
0.0% of portfolio›$797.1K
Leisure Capital Management8,782
0.2% of portfolio›$763.9K
Hobart Private Capital, LLC8,744
0.1% of portfolio›$760.6K
Lionshead Wealth Management, LLC8,723
0.5% of portfolio›$758.8K
Macroview Investment Management LLC8,665
0.5% of portfolio›$753.8K
Cyndeo Wealth Partners, LLC8,511
0.0% of portfolio›$740.4K
Winthrop Advisory Group LLC8,507
0.0% of portfolio›$740.0K
Pinnacle Associates LTD8,390
0.0% of portfolio›$729.8K
Beacon Financial Planning, Inc8,384
0.2% of portfolio›$729.3K
Signature Estate & Investment Advisors LLC8,337
0.0% of portfolio›$725.3K
Bright Futures Wealth Management, Llc.8,183
0.5% of portfolio›$711.9K
Prospera Financial Services Inc8,175
0.0% of portfolio›$727.7K
Centerline Wealth Advisors, LLC7,955
0.2% of portfolio›$692.0K
Pinnacle Wealth Management Advisory Group, LLC7,909
0.0% of portfolio›$688.0K
Wealth Enhancement Trust Services, Inc.7,623
0.1% of portfolio›$663.1K
Williams & Novak Wealth Management, LLC7,421
0.4% of portfolio›$645.6K
VestGen Advisors, LLC7,382
0.0% of portfolio›$642.2K
Base Wealth Management LLC7,111
0.3% of portfolio›$618.6K
D'Orazio & Associates, Inc.7,018
0.1% of portfolio›$610.5K
1620 Investment Advisors, Inc.6,900
0.4% of portfolio›$600.2K
Decker Retirement Planning Inc.6,816
0.2% of portfolio›$592.9K
FSA Investment Group, LLC6,767
0.2% of portfolio›$588.7K
Dynamic Advisor Solutions LLC6,724
0.0% of portfolio›$584.9K
Liberty Atlantic Advisors LLC6,228
0.3% of portfolio›$541.8K
Axxcess Wealth Management, LLC6,198
0.0% of portfolio›$539.2K
Sage Rhino Capital LLC6,154
0.1% of portfolio›$535.4K
Wedbush Securities Inc5,992
0.0% of portfolio›$521
Richards, Merrill & Peterson, Inc.5,969
0.2% of portfolio›$519.2K
Private Trust Co NA5,937
0.0% of portfolio›$516.5K
Sherrill & Hutchins Financial Advisory, Inc5,770
0.2% of portfolio›$501.9K
Thrive Capital Management, LLC5,738
0.1% of portfolio›$499.1K
Sowell Financial Services LLC5,667
0.0% of portfolio›$492.9K
Summit Investment Advisory Services, LLC5,636
0.1% of portfolio›$490.3K
ACT Advisors, Llc.5,483
0.2% of portfolio›$477.0K
Beacon Capital Management, LLC5,337
0.1% of portfolio›$464.3K
L.K. Benson & Company, P.C.5,282
0.1% of portfolio›$459.3K
Mayfair Advisory Group, LLC5,277
0.1% of portfolio›$459.0K
Flaharty Asset Management, LLC5,136
2.5% of portfolio›$444.5K
Triumph Capital Management5,069
0.1% of portfolio›$441.0K
United Advisor Group, LLC4,935
0.0% of portfolio›$429.3K
Park Avenue Securities LLC4,730
0.0% of portfolio›$411
Kingswood Wealth Advisors, LLC4,705
0.0% of portfolio›$409.3K
Compass Financial Management LLC4,246
0.0% of portfolio›$369.4K
Avidian Wealth Enterprises, LLC4,229
0.0% of portfolio›$367.8K
MBL Wealth, LLC4,124
0.0% of portfolio›$358.7K
Creative Financial Designs Inc4,076
0.0% of portfolio›$354.6K
Financial Planning Hawaii, Inc.4,034
0.2% of portfolio›$350.9K
Procyon Advisors, LLC3,920
0.0% of portfolio›$341.0K
Endowment Wealth Management, Inc.3,912
0.1% of portfolio›$340.3K
Elevated Capital Advisors, LLC3,808
0.1% of portfolio›$331.3K
Keybank National Association3,797
0.0% of portfolio›$330.3K
Sendero Wealth Management, LLC3,742
0.0% of portfolio›$325.5K
Rose Capital Advisors LLC3,629
0.1% of portfolio›$315.7K
Baker Ellis Asset Management LLC3,600
0.0% of portfolio›$313.2K
Mather Group, Llc.3,510
0.0% of portfolio›$305.3K
ADG Wealth Management Group, LLC3,477
0.2% of portfolio›$302.5K
Keystone Wealth Services, LLC3,452
0.1% of portfolio›$300.5K
Avaii Wealth Management, LLC3,444
0.1% of portfolio›$298.0K
J. Derek Lewis & Associates Inc.3,425
0.1% of portfolio›$297.9K
LiftPoint Family Wealth Advisors LLC3,385
0.2% of portfolio›$294.5K
Apella Capital, LLC3,253
0.0% of portfolio›$281.6K
StoneX Group Inc.3,212
0.0% of portfolio›$283.5K
Capital Advisors, Ltd. LLC2,849
0.0% of portfolio›$248
Sincerus Advisory, LLC2,847
0.2% of portfolio›$247.7K
Acorn Wealth Advisors, LLC2,811
0.1% of portfolio›$244.5K
Milestones Private Investment Advisors LLC2,783
0.2% of portfolio›$242.1K
Crestwood Advisors Group, LLC2,770
0.0% of portfolio›$241.0K
Daymark Wealth Partners, LLC2,752
0.0% of portfolio›$239.4K
Stevens Capital Partners2,747
0.0% of portfolio›$239.0K
Focused Wealth Management, Inc2,648
0.0% of portfolio›$230.4K
Bison Wealth, LLC2,515
0.0% of portfolio›$218.7K
Redhawk Wealth Advisors, Inc.2,465
0.0% of portfolio›$214.4K
Prime Capital Investment Advisors, LLC2,419
0.0% of portfolio›$210.4K
Howard Wealth Management, LLC2,328
0.1% of portfolio›$202.6K
Legacy Capital Wealth Partners, LLC2,304
0.0% of portfolio›$200.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,300
0.0% of portfolio›$200.1K
Signature Equity Partners, LLC2,116
0.1% of portfolio›$184.1K
Key FInancial Inc2,091
0.0% of portfolio›$181.9K
Brown, Lisle Ings, Inc.2,075
0.0% of portfolio›$180.5K
Wagner Wealth Management, LLC2,066
0.0% of portfolio›$179.7K
UMB Private Wealth Management, LLC1,950
0.2% of portfolio›$169.6K
Eastern Bank1,817
0.0% of portfolio›$158.1K
AlphaCore Capital LLC1,739
0.0% of portfolio›$151.3K
Capital Investment Advisory Services, LLC1,403
0.0% of portfolio›$122.0K
Cullen T Bankers, Inc.1,393
0.0% of portfolio›$121.2K
Arlington Trust Co LLC1,381
0.0% of portfolio›$120.1K
Goodman Advisory Group, LLC1,302
0.0% of portfolio›$113.3K
EverSource Wealth Advisors, LLC1,281
0.0% of portfolio›$111.5K
Lodestone Wealth Management LLC1,063
0.0% of portfolio›$92.4K
Security National Bank1,013
0.0% of portfolio›$88.1K
Pinnacle Bancorp, Inc.1,006
0.0% of portfolio›$87.5K
CX Institutional921
0.0% of portfolio›$80
Golden State Wealth Management, LLC830
0.0% of portfolio›$72.2K
Elevation Wealth Partners, LLC819
0.0% of portfolio›$71.3K
Bangor Savings Bank812
0.0% of portfolio›$70.6K
Trust Co of Vermont780
0.0% of portfolio›$67.9K
Redwood Park Advisors LLC778
0.0% of portfolio›$67.6K
Your Advocates Ltd., LLP721
0.0% of portfolio›$62.7K
Bullock Wealth Management Group699
0.0% of portfolio›$60.6K
Evolution Wealth Management Inc.657
0.0% of portfolio›$57.2K
Blue Trust, Inc.600
0.0% of portfolio›$52.2K
Flagship Wealth Advisors, LLC581
0.0% of portfolio›$50.5K
Register Financial Advisors LLC519
0.0% of portfolio›$45.1K
Parkside Financial Bank & Trust500
0.0% of portfolio›$43.5K
SYM Financial Corp462
0.0% of portfolio›$40.2K
Avion Wealth428
0.0% of portfolio›$37
CoreCap Advisors, LLC370
0.0% of portfolio›$32.2K
Latitude Advisors, LLC348
0.0% of portfolio›$30.3K
Independence Bank of Kentucky325
0.0% of portfolio›$28.3K
Spire Wealth Management295
0.0% of portfolio›$25.7K
Cape Investment Advisory, Inc.275
0.0% of portfolio›$23.9K
Quest 10 Wealth Builders, Inc.246
0.0% of portfolio›$21.4K
First Bancorp, Inc225
0.0% of portfolio›$19.6K
Southern Michigan Bank & Trust225
0.0% of portfolio›$19.6K
Farmers & Merchants Investments Inc220
0.0% of portfolio›$19.1K
Tounjian Advisory Partners, LLC199
0.0% of portfolio›$17.3K
Kroeger Financial Partners119
0.0% of portfolio›$10.4K
Cedar Mountain Advisors, LLC114
0.0% of portfolio›$9.9K
Assetmark, Inc98
0.0% of portfolio›$8.5K
Birch Financial Group, LLC95
0.0% of portfolio›$8.2K
Key Capital Management, Inc69
0.0% of portfolio›$6.0K
Root Financial Partners, LLC43
0.0% of portfolio›$3.7K
Wolff Wiese Magana LLC38
0.0% of portfolio›$3.3K
Caldwell Trust Co34
0.0% of portfolio›$3.0K
High Point Wealth Management, LLC24
0.0% of portfolio›$2.1K
Mainstream Capital Management LLC22
0.0% of portfolio›$1.9K
Bfsg, LLC20
0.0% of portfolio›$1.8K
Central Pacific Bank - Trust Division10
0.0% of portfolio›$870
Provenance Wealth Advisors, LLC9
0.0% of portfolio›$783
POM Investment Strategies, LLC8
0.0% of portfolio›$696
Versant Capital Management, Inc8
0.0% of portfolio›$696
Blueline Advisors LLC8
0.0% of portfolio›$696
StyleTurnoverLocationFiled
Tectonic Advisors LLC
1,724,091$150.0M6.9%YieldLowFrisco, TX2026-10-22
Heirloom Wealth Management
1,180,767$102.7M13.4%GrowthMediumGreenwood Village, CO2026-10-14
RFG Advisory, LLC
741,266$64.5M0.9%ETFMediumBirmingham, AL2026-11-03
Buck Wealth Strategies, LLC
663,566$57.7M5.5%ValueMediumDenver, CO2026-10-28
FSM Wealth Advisors, LLC
628,266$54.6M5.6%ETFLowCleveland, OH2026-10-27
Wealth Enhancement Advisory Services, LLC
522,827$45.4M0.1%CoreLowPlymouth, MN2026-10-13
Christian Investment Advisors, Inc.
515,095$44.8M27.5%ETFMediumNew Braunfels, TX2026-11-03
Hudson Capital Management LLC
484,509$42.1M10.4%ValueLowRamsey, NJ2026-10-20
Legacy Private Trust Co.
481,440$41.9M2.3%ETFLowNeenah, WI2026-10-06
Commonwealth Equity Services, LLC
472,435$41.1M0.1%ETFLowWaltham, MA2026-11-02
Cooper Financial Group
465,447$40.5M3.2%GrowthMediumIrvine, CA2026-10-07
Eclectic Associates Inc
464,481$40.4M4.5%ETFVery LowFullerton, CA2026-10-09
Concurrent Investment Advisors, LLC
362,006$31.5M0.2%GrowthMediumTampa, FL2026-10-16
O'Connor Financial Group LLC
343,751$29.9M10.6%ETFLowQuincy, IL2026-10-26
Cornerstone Wealth Management, LLC
340,136$29.6M1.2%ETFVery LowSt. Peters, MO2026-11-04
Kestra Advisory Services, LLC
330,861$28.8M0.1%CoreLowAustin, TX2026-11-02
Goldstein Advisors, LLC
329,764$28.7M2.5%ETFMediumMadison, WI2026-10-15
Truist Financial Corp
315,240$27.4M0.0%CoreLowCharlotte, NC2026-10-30
Novem Group
262,442$22.8M2.3%ETFMediumRochester, NY2026-10-19
Southland Equity Partners LLC
259,915$22.6M3.9%ETFLowWildwood, MO2026-10-14
Exchange Traded Concepts, LLC
253,722$22.1M0.1%GrowthMediumOklahoma City, OK2026-10-28
AdvisorNet Financial, Inc
233,100$20.3M0.9%ETFLowMinnetonka, MN2026-10-15
Farther Finance Advisors, LLC
209,458$18.2M0.1%IndexLowSan Francisco, CA2026-10-08
McGrath & Associates, Inc.
198,297$17.2M19.2%ETFMediumAsheville, NC2026-10-27
MRA Advisory Group
195,843$17.0M6.4%ETFMediumParsippany, NJ2026-10-07
Mullooly Asset Management, Inc.
191,343$16.6M5.1%ETFVery LowWall Township, NJ2026-10-30
Valley National Advisers Inc
183,964$16.0M1.8%ETFLowBethlehem, PA2026-10-23
Lynch Investment Planning, LLC
183,611$16.0M11.7%ETFLowNewtown Square, PA2026-10-27
Atria Investments, Inc
172,416$15.0M0.1%CoreMediumCharlotte, NC2026-10-15
Kwmg, LLC
169,327$14.7M1.1%ETFVery LowOverland Park, KS2026-10-07
Bouvel Investment Partners, LLC
167,865$14.6M3.4%Agg GrowthMediumPhoenixville, PA2026-10-13
Parr Mcknight Wealth Management Group, LLC
163,805$14.2M1.7%CoreMediumMinneapolis, MN2026-10-30
Asset Allocation Strategies LLC
161,360$14.0M2.1%ETFMediumFarmington, MI2026-10-20
Acima Private Wealth, LLC
151,802$13.2M3.8%ETFVery LowRichmond, VA2026-10-05
MBM Wealth Consultants, LLC
151,017$13.1M2.4%ETFVery LowChesterfield, MO2026-10-20
Steph & Co
137,499$12.0M3.0%ETFLowMarinette, WI2026-10-07
Parallel Advisors, LLC
136,912$11.9M0.2%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
136,480$11.9K0.0%ETFLowFairfield, IA2026-11-02
Vavra Capital Management, LLC
123,220$10.7M9.3%ETFLowCollegeville, PA2026-10-14
Retirement Planning Group, LLC
122,626$10.7M0.3%ETFVery LowLeawood, KS2026-10-19
Hutchens & Kramer Investment Management Group, LLC
121,664$10.6M3.2%ETFLowIndianapolis, IN2026-10-16
Affiance Financial, LLC
119,793$10.4M1.5%ETFVery LowSt. Louis Park, MN2026-10-15
D.A. Davidson & Co.
117,005$10.2M0.1%CoreLowGreat Falls, MT2026-10-28
SimpliFi, Inc.
109,118$9.5M3.9%ETFMediumSan Diego, CA2026-10-28
Security Financial Services, Inc.
101,479$8.8M1.2%ETFMediumFort Wayne, IN2026-10-29
Wealth Alliance Advisory Group, LLC
100,890$8.8M1.2%CoreLowWichita, KS2026-10-14
Spectrum Advisors, Inc.
97,503$8.5M5.9%N/AN/APlano, TX2026-11-03
Elevation Point Wealth Partners, LLC
96,756$8.4M0.1%CoreHighDenver, CO2026-11-05
Fairway Financial, LLC
95,299$8.3M5.2%ETFMediumCasselberry, FL2026-10-20
BCS Wealth Management
93,402$8.1M1.4%ETFVery LowJohnson City, TN2026-11-03
USAdvisors Wealth Management, LLC
89,289$7.8K0.0%ETFLowEden Prairie, MN2026-10-21
Catalyst Investment Management LLC
83,519$7.3M6.4%ETFMediumWindham, NH2026-10-21
Patten & Patten Inc
81,300$7.1M0.4%CoreLowChattanooga, TN2026-10-26
Birchwood Financial Partners, Inc.
80,417$7.0M5.2%ETFVery LowBloomington, MN2026-11-02
Treasure Coast Financial Planning
79,890$6.9M3.3%ETFVery LowVero Beach, FL2026-11-03
Wealthcare Advisory Partners LLC
79,855$6.9M0.1%ETFLowWest Chester, PA2026-10-21
BAM Wealth Management, LLC
78,685$6.8M3.7%ETFHighLakewood, CO2026-10-15
McAdam, LLC
77,541$6.7M0.3%ETFLowPhiladelphia, PA2026-10-21
Halbert Hargrove Global Advisors, LLC
73,956$6.4M0.3%ETFLowLong Beach, CA2026-10-16
Connecticut Wealth Management, LLC
73,538$6.4M0.2%ETFLowFarmington, CT2026-10-13
Jmac Enterprises LLC
71,646$6.2M1.1%ETFVery LowNewtown, PA2026-10-30
Aviance Capital Partners, LLC
68,714$6.0M0.6%CoreLowNaples, FL2026-10-29
Greenwood Capital Associates LLC
67,902$5.9M0.6%CoreMediumGreenwood, SC2026-10-27
Koshinski Asset Management, Inc.
67,690$5.9M0.3%ETFLowDecatur, IL2026-10-29
Selby Wealth Management, LLC
66,883$5.8M2.0%ETFVery LowEmeryville, CA2026-10-16
Pacifica Partners Inc.
66,616$5.8M1.7%CoreLowSurrey, South Africa2026-10-09
Colonial River Investments, LLC
66,378$5.8M1.5%GrowthMediumMidlothian, VA2026-10-19
Trek Financial, LLC
65,747$5.7M0.3%ETFHighScottsdale, AZ2026-10-29
Davenport & Co LLC
65,653$5.7M0.0%CoreMediumRichmond, VA2026-10-14
B. Riley Wealth Advisors, Inc.
64,564$5.6M0.2%GrowthLowMemphis, TN2026-10-13
Total Investment Management Inc
63,439$5.5M0.5%ETFLowScottsdale, AZ2026-10-22
Taylor & Morgan Wealth Management, LLC
62,106$5.4M2.6%ETFVery LowTroy, MI2026-10-09
Partners Wealth Management, LLC
60,399$5.3M0.5%CoreLowCarmel By The Sea, CA2026-10-28
Sagespring Wealth Partners, LLC
59,314$5.2M0.1%ETFLowFranklin, TN2026-10-22
Del-Sette Capital Management, LLC
58,162$5.1M2.9%YieldHighSchenectady, NY2026-10-23
Lunt Capital Management, Inc.
57,835$5.0M1.9%ETFLowHolladay, UT2026-10-30
Freedom Financial Partners LLC
57,603$5.0M1.6%ETFLowOakdale, MN2026-10-19
Advus Financial Partners, LLC
53,523$4.7M1.3%ETFLowWinter Park, FL2026-10-20
Csenge Advisory Group
53,407$4.6M0.2%ETFMediumClearwater, FL2026-11-04
Vise Technologies, Inc.
52,928$4.6M0.0%IndexLowNew York, NY2026-10-29
Financial Discovery Group Inc
52,909$4.6M9.9%ETFN/AAtlanta, GA2026-11-03
Denver PWM, LLC
52,800$4.6M1.5%ETFLowDenver, CO2026-10-22
Canvas Wealth Advisors, LLC
51,449$4.6M0.6%GrowthLowShawnee, KS2026-11-02
Fifth Third Securities, Inc.
49,782$4.3M0.2%ETFLowCincinnati, OH2026-10-21
Avondale Wealth Management
47,649$4.1M1.8%ETFLowWest Lake Hills, TX2026-10-15
University of Texas S AM Investment Management Co
46,312$4.0M0.5%CoreHighAustin, TX2026-11-03
Advisor OS, LLC
44,776$3.9M0.3%ETFMediumChicago, IL2026-11-03
Syverson Strege & Co
44,357$3.9M0.8%ETFVery LowWest Des Moines, IA2026-11-02
First Hawaiian Bank
44,007$3.8M0.5%ETFVery LowHonolulu, HI2026-10-14
Pinnacle Financial Group, LLC / IL
43,338$3.8M0.9%ETFVery LowWestern Springs, IL2026-10-29
21 West Wealth Management LLC
40,674$3.5M3.1%ETFLowTustin, CA2026-10-13
Patten Group, Inc.
39,830$3.5M0.5%CoreLowChattanooga, TN2026-10-26
Fiduciary Alliance LLC
39,534$3.4M0.3%CoreMediumGreenville, SC2026-10-13
Elyxium Wealth, LLC
39,511$3.4M0.3%GrowthVery LowBeverly Hills, CA2026-10-27
Milestone Asset Management, LLC
38,777$3.4M0.5%GrowthHighPittsburgh, PA2026-10-15
Wilkerson Advisory Group LLC
37,605$3.3M1.0%ETFMediumColumbia, MO2026-10-20
Titleist Asset Management, LLC
37,599$3.3M0.2%ETFLowSan Antonio, TX2026-10-08
Essential Planning, Llc.
36,677$3.2M0.9%ETFLowPortsmouth, NH2026-10-21
Womack Financial LLC
35,963$3.1M2.1%CoreVery LowDallas, TX2026-10-14
Strategic Blueprint, LLC
35,512$3.1M0.2%ETFLowAtlanta, GA2026-10-22
Maia Wealth LLC
34,880$3.0M0.4%ETFMediumDenver, CO2026-10-19
Boomfish Wealth Group, LLC
34,217$3.0M1.3%GrowthMediumAlpharetta, GA2026-10-22
First Premier Bank
33,533$2.9K0.0%CoreVery LowSioux Falls, SD2026-10-13
TD Waterhouse Canada Inc.
33,103$2.9M0.0%CoreLowToronto, Australia2026-10-16
MFG Investments, LLC
32,356$2.8M3.0%ETFN/AMedford, NJ2026-10-30
Iams Wealth Management, LLC
31,376$2.7M0.8%CoreMediumOmaha, NE2026-10-15
Roger Wittlin Investment Advisory, LLC
31,019$2.7M2.1%ETFLowSan Francisco, CA2026-10-19
Emergent Wealth Advisors, LLC
30,173$2.6M1.4%ETFMediumWilliamsville, NY2026-10-09
Apollon Financial, LLC
29,840$2.6M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Citigroup Inc
28,981$2.5M0.0%CoreMediumNew York, NY2026-11-04
Forteris Wealth Management Inc.
28,731$2.5M2.1%ETFVery LowArmonk, NY2026-10-13
Intelligence Driven Advisers, LLC
28,133$2.4M0.4%ETFLowCarlsbad, CA2026-10-09
Insight Wealth Partners, LLC
27,303$2.4M0.3%ETFLowPlano, TX2026-10-26
Creative Planning
26,002$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Avior Wealth Management, LLC
25,917$2.3M0.1%ETFMediumOmaha, NE2026-10-13
Fortitude Financial, LLC
25,854$2.2M1.1%ETFHighSpokane, WA2026-10-19
IFP Advisors, Inc
25,697$2.2M0.0%GrowthLowTampa, FL2026-10-16
Lido Advisors, LLC
25,034$2.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Forvis Mazars Wealth Advisors, LLC
24,790$2.2M0.0%ETFVery LowSpringfield, MO2026-10-13
Plancorp, LLC
21,438$1.9M0.0%ETFLowSaint Louis, MO2026-11-03
MCF Advisors LLC
21,375$1.9M0.1%ETFLowLexington, KY2026-10-28
Signal Advisors Wealth, LLC
20,859$1.8M0.1%ETFLowDetroit, MI2026-10-13
Strategic Advisors LLC
20,357$1.8M0.4%GrowthLowNew York, NY2026-10-13
Brookstone Capital Management
18,653$1.6M0.0%ETFMediumWheaton, IL2026-10-22
Ascent Group, LLC
18,312$1.6M0.0%CoreLowVirginia Beach, VA2026-10-30
Waterfront Wealth Inc.
18,009$1.6M0.3%ValueLowOverland Park, KS2026-11-03
Asset One Wealth Management LLC
17,202$1.5M0.1%GrowthLowBellevue, WA2026-11-02
Ascentis Independent Advisors
16,757$1.5M0.1%ETFLowDallas, TX2026-11-03
Summit Wealth Group LLC / Co
16,656$1.4M0.1%ETFHighColorado Springs, CO2026-10-29
First Growth Capital LLC
16,623$1.4M1.2%GrowthLowPikesville, MD2026-10-15
Lionsbridge Wealth Management LLC
16,193$1.4M1.6%ETFMediumJacksonville Beach, FL2026-10-26
Independent Financial Group, LLC
15,856$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Romano Brothers and Company
15,528$1.4M0.1%CoreLowEvanston, IL2026-10-22
Oppenheimer & Co Inc
15,008$1.3M0.0%CoreLowNew York, NY2026-10-26
Fjell Capital, LLC
14,992$1.3M0.7%GrowthLowFargo, ND2026-10-13
Dudley Capital Management, LLC
14,940$1.3M0.5%GrowthLowMiddleburg, VA2026-10-23
Krilogy Financial LLC
14,627$1.3M0.0%GrowthLowSt. Louis, MO2026-10-13
Perigon Wealth Management, LLC
14,470$1.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Clear Creek Financial Management, LLC
14,369$1.2M0.1%ETFMediumSilverdale, WA2026-10-28
Visionary Wealth Advisors
13,904$1.2M0.0%ETFLowO'Fallon, IL2026-11-04
Northwest Financial Advisors
13,718$1.2M0.2%ETFLowHerndon, VA2026-10-27
Droms Strauss Advisors Inc
13,661$1.2M0.3%ETFLowSt. Louis, MO2026-11-03
Strata Wealth Advisors, LLC
13,483$1.2M0.3%ETFLowDallas, TX2026-10-16
Ramiah Investment Group
13,452$1.2M0.9%ETFHighBrookfield, WI2026-10-20
Beacon Financial Advisory LLC
13,256$1.2M0.2%ETFLowCleveland, OH2026-10-16
MFA Wealth Services
13,232$1.2M0.7%ETFLowThousand Oaks, CA2026-10-14
John W. Brooker & Co., CPAs
13,151$1.1M1.3%ETFMediumOakland, CA2026-10-21
Fragasso Financial Advisors Inc
12,467$1.1M0.1%ETFLowSewickley, PA2026-10-13
Steel Grove Capital Advisors, LLC
12,330$1.1M0.1%ETFLowMemphis, TN2026-10-13
PKS Advisory Services, LLC
12,137$1.1M0.2%ETFMediumAlbany, NY2026-10-26
Fortitude Advisory Group L.L.C.
11,758$1.0M0.4%GrowthMediumGig Harbor, WA2026-10-15
Consilium Wealth Advisory, LLC
11,450$996.0K0.3%GrowthLowFrisco, TX2026-10-14
Westside Investment Management, Inc.
10,986$953.7K0.1%GrowthLowSanta Monica, CA2026-11-02
Harmony Asset Management LLC
9,634$838.0K0.2%GrowthMediumScottsdale, AZ2026-10-20
XY Planning Network, Inc.
9,593$834.5K0.1%ETFLowBozeman, MT2026-10-14
HCR Wealth Advisors
9,578$833.2K0.1%GrowthLowLos Angeles, CA2026-10-15
Appalachian Capital Management Ltd
9,443$821.4K0.6%ETFVery LowSt Clairsville, OH2026-10-14
Wilmington Savings Fund Society, FSB
9,163$797.1K0.0%CoreLowWilmington, DE2026-10-23
Leisure Capital Management
8,782$763.9K0.2%CoreLowCosta Mesa, CA2026-11-03
Hobart Private Capital, LLC
8,744$760.6K0.1%ETFMediumCharlotte, NC2026-10-19
Lionshead Wealth Management, LLC
8,723$758.8K0.5%ETFLowNew York, NY2026-10-21
Macroview Investment Management LLC
8,665$753.8K0.5%ETFLowBethesda, MD2026-10-26
Cyndeo Wealth Partners, LLC
8,511$740.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Winthrop Advisory Group LLC
8,507$740.0K0.0%ETFVery LowBoston, MA2026-10-22
Pinnacle Associates LTD
8,390$729.8K0.0%CoreLowNew York, NY2026-10-20
Beacon Financial Planning, Inc
8,384$729.3K0.2%ETFVery LowHyannis, MA2026-11-04
Signature Estate & Investment Advisors LLC
8,337$725.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Bright Futures Wealth Management, Llc.
8,183$711.9K0.5%CoreHighWebster, Ny 14580, NY2026-10-23
Prospera Financial Services Inc
8,175$727.7K0.0%CoreMediumDallas, TX2026-11-04
Centerline Wealth Advisors, LLC
7,955$692.0K0.2%ETFHighLouisville, KY2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
7,909$688.0K0.0%GrowthLowRed Bank, NJ2026-10-23
Wealth Enhancement Trust Services, Inc.
7,623$663.1K0.1%GrowthMediumSioux Falls, SD2026-10-07
Williams & Novak Wealth Management, LLC
7,421$645.6K0.4%ETFMediumWestlake Village, CA2026-10-09
VestGen Advisors, LLC
7,382$642.2K0.0%GrowthMediumChicago, IL2026-10-27
Base Wealth Management LLC
7,111$618.6K0.3%ETFMediumLakewood Ranch, FL2026-10-21
D'Orazio & Associates, Inc.
7,018$610.5K0.1%ETFLowVienna, VA2026-11-04
1620 Investment Advisors, Inc.
6,900$600.2K0.4%ValueLowPlymouth, MA2026-11-04
Decker Retirement Planning Inc.
6,816$592.9K0.2%Agg GrowthVery HighLevi, UT2026-10-19
FSA Investment Group, LLC
6,767$588.7K0.2%ETFLowPensacola, FL2026-10-07
Dynamic Advisor Solutions LLC
6,724$584.9K0.0%ETFLowPhoenix, AZ2026-10-13
Liberty Atlantic Advisors LLC
6,228$541.8K0.3%ETFLowOlympia, WA2026-10-14
Axxcess Wealth Management, LLC
6,198$539.2K0.0%CoreLowCarlsbad, CA2026-10-21
Sage Rhino Capital LLC
6,154$535.4K0.1%ETFLowMenlo Park, CA2026-10-28
Wedbush Securities Inc
5,992$5210.0%CoreLowPasadena, CA2026-10-22
Richards, Merrill & Peterson, Inc.
5,969$519.2K0.2%GrowthLowSpokane, WA2026-10-19
Private Trust Co NA
5,937$516.5K0.0%CoreLowCleveland, OH2026-10-20
Sherrill & Hutchins Financial Advisory, Inc
5,770$501.9K0.2%ETFVery LowAtlanta, GA2026-10-14
Thrive Capital Management, LLC
5,738$499.1K0.1%CoreMediumFort Washington, PA2026-10-28
Sowell Financial Services LLC
5,667$492.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Summit Investment Advisory Services, LLC
5,636$490.3K0.1%ETFVery LowRoseville, MN2026-11-03
ACT Advisors, Llc.
5,483$477.0K0.2%ETFMediumAsheville, NC2026-10-15
Beacon Capital Management, LLC
5,337$464.3K0.1%ETFMediumFranklin, TN2026-10-23
L.K. Benson & Company, P.C.
5,282$459.3K0.1%YieldVery LowTimonium, MD2026-10-23
Mayfair Advisory Group, LLC
5,277$459.0K0.1%ETFLowBirmingham, AL2026-10-20
Flaharty Asset Management, LLC
5,136$444.5K2.5%ETFLowClearwater, FL2026-11-02
Triumph Capital Management
5,069$441.0K0.1%ETFMediumDenver, CO2026-10-14
United Advisor Group, LLC
4,935$429.3K0.0%ETFLowCincinnati, OH2026-11-03
Park Avenue Securities LLC
4,730$4110.0%ETFMediumNew York, NY2026-10-26
Kingswood Wealth Advisors, LLC
4,705$409.3K0.0%GrowthLowSan Diego, CA2026-10-23
Compass Financial Management LLC
4,246$369.4K0.0%CoreN/ATampa, FL2026-10-30
Avidian Wealth Enterprises, LLC
4,229$367.8K0.0%ETFLowHouston, TX2026-10-08
MBL Wealth, LLC
4,124$358.7K0.0%ETFLowCharlotte, NC2026-10-22
Creative Financial Designs Inc
4,076$354.6K0.0%ETFMediumKokomo, IN2026-11-04
Financial Planning Hawaii, Inc.
4,034$350.9K0.2%CoreVery LowHonolulu, HI2026-10-13
Procyon Advisors, LLC
3,920$341.0K0.0%CoreVery LowShelton, CT2026-10-21
Endowment Wealth Management, Inc.
3,912$340.3K0.1%ETFMediumAppleton, WI2026-11-03
Elevated Capital Advisors, LLC
3,808$331.3K0.1%ETFMediumSandy, UT2026-11-04
Keybank National Association
3,797$330.3K0.0%CoreLowBrooklyn, OH2026-11-04
Sendero Wealth Management, LLC
3,742$325.5K0.0%GARPLowSan Antonio, TX2026-10-14
Rose Capital Advisors LLC
3,629$315.7K0.1%ETFN/AMiami Beach, FL2026-11-04
Baker Ellis Asset Management LLC
3,600$313.2K0.0%GARPVery LowVancouver, WA2026-10-14
Mather Group, Llc.
3,510$305.3K0.0%ETFMediumChicago, IL2026-10-14
ADG Wealth Management Group, LLC
3,477$302.5K0.2%ETFVery LowMetairie, LA2026-10-23
Keystone Wealth Services, LLC
3,452$300.5K0.1%ETFHighPalm Desert, CA2026-11-03
Avaii Wealth Management, LLC
3,444$298.0K0.1%ETFMediumAppleton, WI2026-10-09
J. Derek Lewis & Associates Inc.
3,425$297.9K0.1%ETFLowNewport Beach, CA2026-11-03
LiftPoint Family Wealth Advisors LLC
3,385$294.5K0.2%ETFMediumFar Hills, NJ2026-11-03
Apella Capital, LLC
3,253$281.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
StoneX Group Inc.
3,212$283.5K0.0%ETFMediumNew York, NY2026-11-03
Capital Advisors, Ltd. LLC
2,849$2480.0%ETFLowShaker Heights, OH2026-10-27
Sincerus Advisory, LLC
2,847$247.7K0.2%ETFVery LowNew York, NY2026-10-09
Acorn Wealth Advisors, LLC
2,811$244.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Milestones Private Investment Advisors LLC
2,783$242.1K0.2%ETFMediumFairport, NY2026-10-19
Crestwood Advisors Group, LLC
2,770$241.0K0.0%GrowthLowBoston, MA2026-10-27
Daymark Wealth Partners, LLC
2,752$239.4K0.0%CoreLowCincinnati, OH2026-11-04
Stevens Capital Partners
2,747$239.0K0.0%ETFVery LowOmaha, NE2026-10-29
Focused Wealth Management, Inc
2,648$230.4K0.0%ETFLowNewburgh, NY2026-10-30
Bison Wealth, LLC
2,515$218.7K0.0%GrowthMediumAtlanta, GA2026-10-13
Redhawk Wealth Advisors, Inc.
2,465$214.4K0.0%ETFHighMinneapolis, MN2026-10-14
Prime Capital Investment Advisors, LLC
2,419$210.4K0.0%ETFLowOverland Park, KS2026-10-20
Howard Wealth Management, LLC
2,328$202.6K0.1%ETFVery LowMadison, CT2026-10-28
Legacy Capital Wealth Partners, LLC
2,304$200.4K0.0%CoreMediumLittle Rock, AR2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,300$200.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Signature Equity Partners, LLC
2,116$184.1K0.1%GrowthMediumColumbus, OH2026-10-29
Key FInancial Inc
2,091$181.9K0.0%ETFLowWest Chester, PA2026-11-02
Brown, Lisle Ings, Inc.
2,075$180.5K0.0%CoreVery LowProvidence, RI2026-10-16
Wagner Wealth Management, LLC
2,066$179.7K0.0%ETFLowGreenville, SC2026-10-21
UMB Private Wealth Management, LLC
1,950$169.6K0.2%GrowthN/AKansas City, MO2026-10-19
Eastern Bank
1,817$158.1K0.0%GrowthMediumBoston, MA2026-10-05
AlphaCore Capital LLC
1,739$151.3K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Investment Advisory Services, LLC
1,403$122.0K0.0%CoreMediumRaleigh, NC2026-10-30
Cullen T Bankers, Inc.
1,393$121.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Arlington Trust Co LLC
1,381$120.1K0.0%ETFMediumBirmingham, AL2026-10-20
Goodman Advisory Group, LLC
1,302$113.3K0.0%GrowthHighNeedham, MA2026-11-02
EverSource Wealth Advisors, LLC
1,281$111.5K0.0%CoreMediumBirmingham, AL2026-11-04
Lodestone Wealth Management LLC
1,063$92.4K0.0%CoreLowSpokane, WA2026-10-14
Security National Bank
1,013$88.1K0.0%GrowthLowOmaha, NE2026-10-26
Pinnacle Bancorp, Inc.
1,006$87.5K0.0%CoreVery LowBeatrice, NE2026-10-21
CX Institutional
921$800.0%CoreMediumAuburn, IN2026-10-02
Golden State Wealth Management, LLC
830$72.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Elevation Wealth Partners, LLC
819$71.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Bangor Savings Bank
812$70.6K0.0%ETFLowBangor, ME2026-10-06
Trust Co of Vermont
780$67.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Redwood Park Advisors LLC
778$67.6K0.0%ETFVery LowRedwood City, CA2026-11-02
Your Advocates Ltd., LLP
721$62.7K0.0%ETFLowHouston, TX2026-11-03
Bullock Wealth Management Group
699$60.6K0.0%GrowthLowBloomington, IN2026-10-09
Evolution Wealth Management Inc.
657$57.2K0.0%ETFMediumFort Myers, FL2026-10-28
Blue Trust, Inc.
600$52.2K0.0%ETFLowBrentwood, TN2026-10-15
Flagship Wealth Advisors, LLC
581$50.5K0.0%ETFLowWakefield, MA2026-11-03
Register Financial Advisors LLC
519$45.1K0.0%GARPLowAtlanta, GA2026-10-23
Parkside Financial Bank & Trust
500$43.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
SYM Financial Corp
462$40.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Avion Wealth
428$370.0%ETFLowThe Woodlands, TX2026-11-04
CoreCap Advisors, LLC
370$32.2K0.0%ETFMediumSouthfield, MI2026-10-08
Latitude Advisors, LLC
348$30.3K0.0%ETFLowYorkville, IL2026-10-27
Independence Bank of Kentucky
325$28.3K0.0%GrowthLowOwensboro, KY2026-10-26
Spire Wealth Management
295$25.7K0.0%GrowthMediumMclean, VA2026-10-30
Cape Investment Advisory, Inc.
275$23.9K0.0%ETFLowMcdonough, GA2026-10-13
Quest 10 Wealth Builders, Inc.
246$21.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
First Bancorp, Inc
225$19.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Southern Michigan Bank & Trust
225$19.6K0.0%ETFLowColdwater, MI2026-10-19
Farmers & Merchants Investments Inc
220$19.1K0.0%CoreVery LowLincoln, NE2026-10-22
Tounjian Advisory Partners, LLC
199$17.3K0.0%GrowthHighFort Myers, FL2026-11-04
Kroeger Financial Partners
119$10.4K0.0%ETFN/AGrass Valley, CA2026-10-19
Cedar Mountain Advisors, LLC
114$9.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Assetmark, Inc
98$8.5K0.0%ETFLowConcord, CA2026-10-21
Birch Financial Group, LLC
95$8.2K0.0%CoreLowKeene, NH2026-10-27
Key Capital Management, Inc
69$6.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Root Financial Partners, LLC
43$3.7K0.0%ETFMediumEncinitas, CA2026-10-21
Wolff Wiese Magana LLC
38$3.3K0.0%GrowthLowCarslbad, CA2026-10-15
Caldwell Trust Co
34$3.0K0.0%GrowthLowVenice, FL2026-10-30
High Point Wealth Management, LLC
24$2.1K0.0%ETFLowChester, NJ2026-11-05
Mainstream Capital Management LLC
22$1.9K0.0%GrowthLowLos Angeles, CA2026-10-23
Bfsg, LLC
20$1.8K0.0%CoreLowIrvine, CA2026-10-30
Central Pacific Bank - Trust Division
10$8700.0%CoreMediumHonolulu, HI2026-10-06
Provenance Wealth Advisors, LLC
9$7830.0%ETFLowFort Lauderdale, FL2026-10-30
POM Investment Strategies, LLC
8$6960.0%ETFVery HighRaleigh, NC2026-10-20
Versant Capital Management, Inc
8$6960.0%GARPLowPhoenix, AZ2026-10-02
Blueline Advisors LLC
8$6960.0%ETFLowExeter, NH2026-10-15