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Pimco Intermediate Municipal (MUNI)

CUSIP: 72201R866 | NYSE | 826 institutional holders

Quarters

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

MBL Wealth, LLC551,723
1.6% of portfolio›$27.4M
Stonebridge Financial Group, LLC493,778
1.8% of portfolio›$24.5M
Commonwealth Equity Services, LLC351,906
0.0% of portfolio›$17.5M
McKinley Carter Wealth Services, Inc.345,853
0.9% of portfolio›$17.2M
Wealth Alliance Advisory Group, LLC302,914
2.1% of portfolio›$15.1M
Vise Technologies, Inc.288,284
0.1% of portfolio›$14.3M
Avantax Planning Partners, Inc.266,198
0.3% of portfolio›$13.2M
XY Planning Network, Inc.250,390
1.3% of portfolio›$12.4M
Bailard, Inc.241,625
0.2% of portfolio›$12.0M
Cambridge Investment Research Advisors, Inc.233,977
0.0% of portfolio›$11.6K
Truist Financial Corp229,892
0.0% of portfolio›$11.4M
Altura Wealth Advisors Inc.229,111
3.5% of portfolio›$11.4M
Abundance Wealth Counselors226,953
1.6% of portfolio›$11.3M
Kestra Advisory Services, LLC216,538
0.0% of portfolio›$10.8M
Kestra Investment Management, LLC211,617
0.2% of portfolio›$10.5M
Daymark Wealth Partners, LLC192,801
0.2% of portfolio›$9.6M
Flagstone Financial Management172,221
1.9% of portfolio›$8.6M
Morton Brown Family Wealth, LLC172,191
1.9% of portfolio›$8.6M
Equita Financial Network, Inc.167,236
2.4% of portfolio›$8.3M
ERn Financial, LLC146,203
1.2% of portfolio›$7.3M
Newman Dignan & Sheerar, Inc.138,869
1.3% of portfolio›$6.9M
Shotwell Rutter Baer Inc137,992
3.8% of portfolio›$6.9M
Resonant Capital Advisors, LLC135,377
0.3% of portfolio›$6.7M
Forvis Mazars Wealth Advisors, LLC135,120
0.1% of portfolio›$6.7M
Genesis Private Wealth, LLC126,961
1.8% of portfolio›$6.3M
Goelzer Investment Management, Inc.125,494
0.3% of portfolio›$6.2M
Sagespring Wealth Partners, LLC124,034
0.1% of portfolio›$6.2M
Certified Advisory Corp117,391
0.5% of portfolio›$5.8M
XML Financial, LLC117,325
0.4% of portfolio›$5.8M
Lido Advisors, LLC111,266
0.0% of portfolio›$5.5M
HB Wealth Management, LLC109,669
0.0% of portfolio›$5.4M
Avant Financial Advisors LLC106,390
3.2% of portfolio›$5.3M
True North Advisors, LLC105,699
0.4% of portfolio›$5.3M
Financial Synergies Wealth Advisors, Inc.101,622
0.4% of portfolio›$5.0M
Fermata Advisors, LLC98,004
0.9% of portfolio›$4.9M
Hughes Financial Services, LLC94,881
0.6% of portfolio›$4.8M
Creative Planning87,092
0.0% of portfolio›$4.3M
Legacy Private Trust Co.87,030
0.2% of portfolio›$4.3M
BCS Wealth Management84,435
0.7% of portfolio›$4.2M
Clarity Wealth Development LLC84,263
2.4% of portfolio›$4.2M
Steph & Co82,113
1.0% of portfolio›$4.1M
Diversified Portfolios, Inc.78,595
0.3% of portfolio›$3.9M
RFG Advisory, LLC70,771
0.0% of portfolio›$3.5M
Elyxium Wealth, LLC70,254
0.4% of portfolio›$3.5M
Gamma Investing LLC70,140
0.1% of portfolio›$3.5M
Brandywine OAK Private Wealth LLC69,168
0.3% of portfolio›$3.4M
VestGen Advisors, LLC68,685
0.1% of portfolio›$3.4M
Aprio Wealth Management, LLC68,634
0.2% of portfolio›$3.4M
Farther Finance Advisors, LLC67,033
0.0% of portfolio›$3.3M
Paulson Wealth Management Inc.66,645
0.7% of portfolio›$3.3M
Mccarter Private Wealth Services LLC66,389
1.1% of portfolio›$3.3M
Buck Wealth Strategies, LLC66,046
0.3% of portfolio›$3.3M
Sterling Investment Advisors, Ltd.65,100
0.5% of portfolio›$3.2M
Hanson & Doremus Investment Management63,867
0.0% of portfolio›$3.2K
Intrua Financial, LLC62,434
0.3% of portfolio›$3.1M
Canvas Wealth Advisors, LLC60,500
0.4% of portfolio›$3.1M
Beacon Capital Management, Inc.60,000
0.2% of portfolio›$3.0M
Taylor & Morgan Wealth Management, LLC56,332
1.3% of portfolio›$2.8M
Manske Wealth Management56,071
0.7% of portfolio›$2.8M
Entrewealth, LLC55,937
1.0% of portfolio›$2.8M
Landmark Wealth Management, LLC54,708
0.7% of portfolio›$2.7M
Koshinski Asset Management, Inc.54,216
0.1% of portfolio›$2.7M
Certior Financial Group, LLC50,447
1.4% of portfolio›$2.5M
Elevation Point Wealth Partners, LLC48,696
0.0% of portfolio›$2.4M
Cedar Point Capital Partners, LLC46,552
1.3% of portfolio›$2.3M
Opal Wealth Advisors, LLC45,713
0.5% of portfolio›$2.3M
Curran Financial Partners, LLC45,283
0.4% of portfolio›$2.3M
Inspirion Wealth Advisors, LLC45,064
0.3% of portfolio›$2.2M
Wealthcare Advisory Partners LLC44,884
0.0% of portfolio›$2.2M
Triad Wealth Partners, LLC43,573
0.1% of portfolio›$2.2M
Saxon Interests, Inc.42,273
0.7% of portfolio›$2.1M
Stokes Capital Advisors, LLC40,350
0.4% of portfolio›$2.0M
MBE Wealth Management, LLC38,994
0.7% of portfolio›$1.9M
Patten Group, Inc.37,771
0.3% of portfolio›$1.9M
Financial Planning Navigators Corp37,128
0.7% of portfolio›$1.8M
Carrera Capital Advisors36,969
0.3% of portfolio›$1.8M
Sierra Ocean, LLC36,145
1.1% of portfolio›$1.8M
Fortitude Financial, LLC34,659
0.8% of portfolio›$1.7M
W.H. Cornerstone Investments Inc.33,748
0.9% of portfolio›$1.7M
Onyx Bridge Wealth Group LLC33,287
0.1% of portfolio›$1.7M
Wealth Enhancement Trust Services, Inc.33,132
0.2% of portfolio›$1.6M
YHB Investment Advisors, Inc.32,513
0.1% of portfolio›$1.6M
Precedent Wealth Partners, LLC31,345
0.2% of portfolio›$1.6M
Visionary Wealth Advisors31,205
0.1% of portfolio›$1.6M
Higgins & Schmidt Wealth Strategies LLC30,167
0.6% of portfolio›$1.5M
Apella Capital, LLC29,752
0.0% of portfolio›$1.5M
Cornerstone Wealth Management, LLC29,716
0.1% of portfolio›$1.5M
Kuhn & Co Investment Counsel29,675
0.8% of portfolio›$1.5M
Private Trust Co NA29,480
0.1% of portfolio›$1.5M
Westside Investment Management, Inc.29,242
0.2% of portfolio›$1.5M
Concurrent Investment Advisors, LLC28,173
0.0% of portfolio›$1.4M
Vaquero Private Wealth, LTD27,550
0.3% of portfolio›$1.4M
Aviance Capital Partners, LLC27,393
0.1% of portfolio›$1.4M
Grimes & Co Wealth Management, LLC27,113
0.0% of portfolio›$1.3M
Steel Grove Capital Advisors, LLC26,083
0.1% of portfolio›$1.3M
Breakwater Capital Group25,868
0.2% of portfolio›$1.3M
APS Management Group, Inc.25,247
0.9% of portfolio›$1.3M
Ascentis Independent Advisors24,122
0.1% of portfolio›$1.2M
BAM Wealth Management, LLC23,790
0.6% of portfolio›$1.2M
LiftPoint Family Wealth Advisors LLC23,571
0.8% of portfolio›$1.2M
Rockport Wealth LLC23,223
0.2% of portfolio›$1.2M
McAdam, LLC23,034
0.0% of portfolio›$1.1M
Smith Thornton Advisors LLC22,656
0.5% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC21,822
0.0% of portfolio›$1.1M
Signet Investment Advisory Group, Inc.21,650
0.5% of portfolio›$1.1M
Cullen T Bankers, Inc.20,538
0.0% of portfolio›$1.0M
Hobart Private Capital, LLC20,453
0.2% of portfolio›$1.0M
Stevens Capital Partners20,375
0.2% of portfolio›$1.0M
Midwest Financial Group LLC20,250
0.3% of portfolio›$1.0M
Freedom Financial Partners LLC19,940
0.3% of portfolio›$990.8K
Summit Financial Consulting LLC19,910
0.7% of portfolio›$989.3K
Avestar Capital, LLC19,814
0.1% of portfolio›$984.6K
Sprinkle Financial Consultants LLC19,810
0.4% of portfolio›$984.4K
CFS Investment Advisory Services, LLC19,159
0.1% of portfolio›$953.4K
Sigma Planning Corp19,045
0.0% of portfolio›$946.4K
Axxcess Wealth Management, LLC18,787
0.0% of portfolio›$933.5K
Focus Financial Network, Inc.18,365
0.0% of portfolio›$912.5K
Copper Harbor Investment Advisors, LLC17,980
0.2% of portfolio›$893.4K
Kooman & Associates17,911
0.2% of portfolio›$890.0K
Revisor Wealth Management LLC17,641
0.2% of portfolio›$889.3K
TSG Advice Partners, LLC17,282
0.1% of portfolio›$909.0K
WBH Advisory Inc16,999
0.1% of portfolio›$844.7K
SeaCrest Wealth Management, LLC16,584
0.1% of portfolio›$824.0K
Fragasso Financial Advisors Inc16,462
0.0% of portfolio›$819.6K
StoneX Group Inc.16,378
0.0% of portfolio›$813.8K
Catalyst Investment Management LLC16,282
0.7% of portfolio›$809.0K
Wealth Enhancement Advisory Services, LLC16,218
0.0% of portfolio›$804.2K
Kings Path Partners LLC15,972
0.2% of portfolio›$793.6K
Redhawk Wealth Advisors, Inc.15,919
0.1% of portfolio›$791.0K
Williams & Novak Wealth Management, LLC15,300
0.4% of portfolio›$760.3K
Financial Discovery Group Inc14,888
1.6% of portfolio›$739.8K
PFG Advisors14,226
0.0% of portfolio›$706.9K
Partners Wealth Management, LLC14,133
0.1% of portfolio›$702.3K
Mallini Complete Financial Planning LLC14,100
0.5% of portfolio›$700.6K
Destiny Wealth Partners, LLC13,643
0.1% of portfolio›$698.1K
Kestra Private Wealth Services, LLC13,341
0.0% of portfolio›$662.9K
Main Line Retirement Advisors, LLC13,303
0.3% of portfolio›$661.0K
Friday Financial13,270
0.1% of portfolio›$660.7K
Peak Wealth Management LLC13,185
0.5% of portfolio›$664.7K
Gilman Hill Asset Management, LLC13,031
0.1% of portfolio›$647.5K
Syverson Strege & Co12,905
0.1% of portfolio›$641.2K
Howard Wealth Management, LLC12,848
0.2% of portfolio›$638.4K
Avaii Wealth Management, LLC12,818
0.2% of portfolio›$637.5K
LifeGoal Investments, LLC12,171
0.2% of portfolio›$604.8K
Davenport & Co LLC11,950
0.0% of portfolio›$593.8K
Dynamic Advisor Solutions LLC11,804
0.0% of portfolio›$586.6K
National Wealth Management Group, LLC11,749
0.2% of portfolio›$583.8K
Objective Capital Management, LLC11,747
0.5% of portfolio›$583.7K
Kendall Capital Management11,600
0.1% of portfolio›$576.4K
Rockland Trust Co11,484
0.0% of portfolio›$570.6K
Perigon Wealth Management, LLC11,364
0.0% of portfolio›$564.7K
Financial Designs Corp11,361
0.3% of portfolio›$564.5K
Kingswood Wealth Advisors, LLC10,926
0.0% of portfolio›$542.9K
Avidian Wealth Enterprises, LLC10,832
0.0% of portfolio›$538.2K
Reap Financial Group, LLC10,739
0.1% of portfolio›$533.6K
Carolina Wealth Management Inc10,696
0.2% of portfolio›$531.5K
Transcendent Capital Group LLC10,682
0.2% of portfolio›$530.8K
Princeton Global Asset Management LLC10,424
0.1% of portfolio›$518.0K
Lineweaver Wealth Advisors, LLC10,340
0.1% of portfolio›$513.8K
Prospera Financial Services Inc10,037
0.0% of portfolio›$514.2K
Montag A & Associates Inc9,725
0.0% of portfolio›$483.2K
Jeter Robert S II9,478
0.3% of portfolio›$474.0K
Biltmore Wealth Management, LLC8,640
0.1% of portfolio›$429.3K
First Affirmative Financial Network8,412
0.1% of portfolio›$418.0K
Christensen, King & Associates Investment Services, Inc.8,370
0.2% of portfolio›$415.9K
Valley National Advisers Inc7,757
0.0% of portfolio›$385.4K
M Holdings Securities, Inc.7,705
0.0% of portfolio›$383
Signal Advisors Wealth, LLC7,694
0.0% of portfolio›$382.3K
Cora Capital Advisors LLC7,665
0.1% of portfolio›$380.9K
Clear Creek Financial Management, LLC7,540
0.0% of portfolio›$374.7K
Archford Capital Strategies, LLC7,482
0.0% of portfolio›$371.8K
1900 Wealth Management LLC7,430
0.0% of portfolio›$369.2K
SteelPeak Wealth, LLC7,400
0.0% of portfolio›$367.7K
Gradient Investments LLC7,069
0.0% of portfolio›$351.3K
Veracity Capital LLC7,060
0.1% of portfolio›$350.8K
D.A. Davidson & Co.6,971
0.0% of portfolio›$346.4K
Founders Financial Securities LLC6,944
0.0% of portfolio›$345.0K
BIP Wealth, LLC6,874
0.0% of portfolio›$341.6K
Ashton Thomas Private Wealth, LLC6,686
0.0% of portfolio›$332.2K
Professional Financial Advisors, LLC6,674
0.1% of portfolio›$331.6K
Balefire, LLC6,648
0.1% of portfolio›$330.3K
Bright Financial Advisors, Inc.6,568
0.1% of portfolio›$326.4K
Citigroup Inc6,500
0.0% of portfolio›$323.0K
Private Wealth Group, LLC6,491
0.1% of portfolio›$322.5K
Advisor OS, LLC6,461
0.0% of portfolio›$321.1K
Walleye Partners, LLC6,371
0.4% of portfolio›$316.6K
NWF Advisory Services Inc.6,317
0.0% of portfolio›$313.9K
Burford Brothers, Inc.6,149
0.1% of portfolio›$305.5K
Worth Asset Management, LLC5,960
0.1% of portfolio›$296.2K
HBW Advisory Services LLC5,943
0.0% of portfolio›$295.3K
Hutchens & Kramer Investment Management Group, LLC5,902
0.1% of portfolio›$293.3K
Robinson Smith Wealth Advisors LLC5,842
0.2% of portfolio›$290.3K
Altfest L J & Co Inc5,810
0.0% of portfolio›$288.7K
Clear Point Advisors Inc.5,736
0.2% of portfolio›$285.0K
Clark Asset Management, LLC5,679
0.0% of portfolio›$282.2K
Symmetry Partners, LLC5,629
0.0% of portfolio›$279.7K
Commonwealth Retirement Investments LLC5,500
0.1% of portfolio›$273.3K
Milestone Asset Management, LLC5,396
0.0% of portfolio›$268.1K
Provenance Wealth Advisors, LLC5,366
0.0% of portfolio›$266.6K
Powers Advisory Group, LLC5,232
0.1% of portfolio›$260.0K
SAX Wealth Advisors, LLC5,231
0.0% of portfolio›$259.9K
PUREfi Wealth, LLC5,185
0.1% of portfolio›$257.6K
Cambridge Capital Management, LLC5,108
0.1% of portfolio›$253.8K
Stablepoint Partners, LLC4,949
0.0% of portfolio›$245.9K
L.K. Benson & Company, P.C.4,870
0.1% of portfolio›$242.0K
Goldstein Advisors, LLC4,851
0.0% of portfolio›$241.0K
Cyndeo Wealth Partners, LLC4,686
0.0% of portfolio›$232.9K
DecisionMap Wealth Management, LLC4,628
0.1% of portfolio›$230.0K
Key FInancial Inc4,579
0.0% of portfolio›$227.5K
DeLarme Wealth Management, Inc.4,547
0.1% of portfolio›$225.9K
Cadent Capital Advisors, LLC4,491
0.0% of portfolio›$223.2K
SBE LLC DBA Cedar Cove Wealth Partners4,255
0.1% of portfolio›$211.4K
Root Financial Partners, LLC4,217
0.0% of portfolio›$209.5K
Trust Point Inc.4,149
0.0% of portfolio›$206.2K
Trek Financial, LLC4,061
0.0% of portfolio›$201.8K
IMG Wealth Management, Inc.3,903
0.1% of portfolio›$193.9K
First Community Trust NA3,669
0.1% of portfolio›$182.3K
IFP Advisors, Inc3,381
0.0% of portfolio›$168.0K
Triumph Capital Management2,750
0.0% of portfolio›$136.6K
Latitude Advisors, LLC2,130
0.0% of portfolio›$105.8K
Lodestone Wealth Management LLC1,953
0.0% of portfolio›$97.0K
Evolution Wealth Management Inc.1,879
0.1% of portfolio›$93.4K
Meriwether Wealth & Planning, LLC1,875
0.0% of portfolio›$93.2K
Key Capital Management, Inc1,240
0.0% of portfolio›$61.6K
Farmers & Merchants Investments Inc1,213
0.0% of portfolio›$60.3K
Nemes Rush Group LLC1,155
0.0% of portfolio›$57.4K
Balance Wealth Partners LLC776
0.0% of portfolio›$38.6K
EverSource Wealth Advisors, LLC710
0.0% of portfolio›$35.3K
Hilton Head Capital Partners, LLC675
0.0% of portfolio›$33.5K
First Bancorp, Inc599
0.0% of portfolio›$29.8K
Physician Wealth Advisors, Inc.345
0.0% of portfolio›$17.2K
Golden State Wealth Management, LLC341
0.0% of portfolio›$17.0K
Dhjj Financial Advisors, Ltd.300
0.0% of portfolio›$14.9K
Holos Integrated Wealth LLC244
0.0% of portfolio›$12.3K
Capital Investment Advisory Services, LLC233
0.0% of portfolio›$11.6K
Trust Co112
0.0% of portfolio›$5.6K
Assetmark, Inc89
0.0% of portfolio›$4.4K
Rosenberg Matthew Hamilton40
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
MBL Wealth, LLC
551,723$27.4M1.6%ETFLowCharlotte, NC2026-10-22
Stonebridge Financial Group, LLC
493,778$24.5M1.8%ETFMediumWormleysburg, PA2026-10-01
Commonwealth Equity Services, LLC
351,906$17.5M0.0%ETFLowWaltham, MA2026-11-02
McKinley Carter Wealth Services, Inc.
345,853$17.2M0.9%ETFMediumWheeling, WV2026-10-16
Wealth Alliance Advisory Group, LLC
302,914$15.1M2.1%CoreLowWichita, KS2026-10-14
Vise Technologies, Inc.
288,284$14.3M0.1%IndexLowNew York, NY2026-10-29
Avantax Planning Partners, Inc.
266,198$13.2M0.3%ETFLowDubuque, IA2026-11-03
XY Planning Network, Inc.
250,390$12.4M1.3%ETFLowBozeman, MT2026-10-14
Bailard, Inc.
241,625$12.0M0.2%GrowthMediumFoster City, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
233,977$11.6K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
229,892$11.4M0.0%CoreLowCharlotte, NC2026-10-30
Altura Wealth Advisors Inc.
229,111$11.4M3.5%GrowthLowSanta Clara, CA2026-10-22
Abundance Wealth Counselors
226,953$11.3M1.6%GrowthLowState College, PA2026-10-26
Kestra Advisory Services, LLC
216,538$10.8M0.0%CoreLowAustin, TX2026-11-02
Kestra Investment Management, LLC
211,617$10.5M0.2%ETFMediumAustin, TX2026-11-04
Daymark Wealth Partners, LLC
192,801$9.6M0.2%CoreLowCincinnati, OH2026-11-04
Flagstone Financial Management
172,221$8.6M1.9%ETFVery LowLincoln, NE2026-11-05
Morton Brown Family Wealth, LLC
172,191$8.6M1.9%ETFVery LowAllentown, PA2026-10-23
Equita Financial Network, Inc.
167,236$8.3M2.4%ETFLowFort Washington, PA2026-10-19
ERn Financial, LLC
146,203$7.3M1.2%ETFVery LowMiddleton, WI2026-10-28
Newman Dignan & Sheerar, Inc.
138,869$6.9M1.3%ETFLowProvidence, RI2026-10-21
Shotwell Rutter Baer Inc
137,992$6.9M3.8%ETFVery LowLansing, MI2026-10-14
Resonant Capital Advisors, LLC
135,377$6.7M0.3%ETFLowMadison, WI2026-10-15
Forvis Mazars Wealth Advisors, LLC
135,120$6.7M0.1%ETFVery LowSpringfield, MO2026-10-13
Genesis Private Wealth, LLC
126,961$6.3M1.8%ETFLowAshburn, VA2026-11-02
Goelzer Investment Management, Inc.
125,494$6.2M0.3%GrowthLowCarmel, IN2026-10-16
Sagespring Wealth Partners, LLC
124,034$6.2M0.1%ETFLowFranklin, TN2026-10-22
Certified Advisory Corp
117,391$5.8M0.5%ETFLowAltamonte Springs, FL2026-10-29
XML Financial, LLC
117,325$5.8M0.4%ETFLowBethesda, MD2026-10-29
Lido Advisors, LLC
111,266$5.5M0.0%GrowthLowLos Angeles, CA2026-11-04
HB Wealth Management, LLC
109,669$5.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Avant Financial Advisors LLC
106,390$5.3M3.2%ETFVery LowAustin, TX2026-11-02
True North Advisors, LLC
105,699$5.3M0.4%CoreMediumDallas, TX2026-10-22
Financial Synergies Wealth Advisors, Inc.
101,622$5.0M0.4%ETFVery LowHouston, TX2026-10-16
Fermata Advisors, LLC
98,004$4.9M0.9%ETFLowSonoma, CA2026-10-13
Hughes Financial Services, LLC
94,881$4.8M0.6%ETFLowHerndon, VA2026-10-30
Creative Planning
87,092$4.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Legacy Private Trust Co.
87,030$4.3M0.2%ETFLowNeenah, WI2026-10-06
BCS Wealth Management
84,435$4.2M0.7%ETFVery LowJohnson City, TN2026-11-03
Clarity Wealth Development LLC
84,263$4.2M2.4%ETFLowCorvallis, OR2026-10-22
Steph & Co
82,113$4.1M1.0%ETFLowMarinette, WI2026-10-07
Diversified Portfolios, Inc.
78,595$3.9M0.3%ETFLowBloomfield Hills, MI2026-11-04
RFG Advisory, LLC
70,771$3.5M0.0%ETFMediumBirmingham, AL2026-11-03
Elyxium Wealth, LLC
70,254$3.5M0.4%GrowthVery LowBeverly Hills, CA2026-10-27
Gamma Investing LLC
70,140$3.5M0.1%IndexVery LowFoster City, CA2026-10-08
Brandywine OAK Private Wealth LLC
69,168$3.4M0.3%ETFVery LowKennett Square, PA2026-10-23
VestGen Advisors, LLC
68,685$3.4M0.1%GrowthMediumChicago, IL2026-10-27
Aprio Wealth Management, LLC
68,634$3.4M0.2%ETFMediumAtlanta, GA2026-10-28
Farther Finance Advisors, LLC
67,033$3.3M0.0%IndexLowSan Francisco, CA2026-10-08
Paulson Wealth Management Inc.
66,645$3.3M0.7%ETFLowWest Palm Beach, FL2026-11-02
Mccarter Private Wealth Services LLC
66,389$3.3M1.1%CoreLowBoston, MA2026-10-22
Buck Wealth Strategies, LLC
66,046$3.3M0.3%ValueMediumDenver, CO2026-10-28
Sterling Investment Advisors, Ltd.
65,100$3.2M0.5%GrowthLowBerwyn, PA2026-10-27
Hanson & Doremus Investment Management
63,867$3.2K0.0%CoreVery LowBurlington, VT2026-10-16
Intrua Financial, LLC
62,434$3.1M0.3%ETFMediumHouston, TX2026-10-28
Canvas Wealth Advisors, LLC
60,500$3.1M0.4%GrowthLowShawnee, KS2026-11-02
Beacon Capital Management, Inc.
60,000$3.0M0.2%ETFMediumDayton, OH2026-10-13
Taylor & Morgan Wealth Management, LLC
56,332$2.8M1.3%ETFVery LowTroy, MI2026-10-09
Manske Wealth Management
56,071$2.8M0.7%ValueVery LowHouston, TX2026-10-26
Entrewealth, LLC
55,937$2.8M1.0%ETFLowAustin, TX2026-10-14
Landmark Wealth Management, LLC
54,708$2.7M0.7%ETFVery LowMelville, NY2026-11-03
Koshinski Asset Management, Inc.
54,216$2.7M0.1%ETFLowDecatur, IL2026-10-29
Certior Financial Group, LLC
50,447$2.5M1.4%ETFMediumKing Of Prussia, PA2026-10-19
Elevation Point Wealth Partners, LLC
48,696$2.4M0.0%CoreHighDenver, CO2026-11-05
Cedar Point Capital Partners, LLC
46,552$2.3M1.3%ETFMediumCedar Rapids, IA2026-10-29
Opal Wealth Advisors, LLC
45,713$2.3M0.5%ETFLowJericho, NY2026-10-16
Curran Financial Partners, LLC
45,283$2.3M0.4%ETFMediumDaniel Island, SC2026-11-04
Inspirion Wealth Advisors, LLC
45,064$2.2M0.3%ETFMediumLibertyville, IL2026-10-09
Wealthcare Advisory Partners LLC
44,884$2.2M0.0%ETFLowWest Chester, PA2026-10-21
Triad Wealth Partners, LLC
43,573$2.2M0.1%ETFMediumLawrence, KS2026-10-26
Saxon Interests, Inc.
42,273$2.1M0.7%ETFMediumHouston, TX2026-10-26
Stokes Capital Advisors, LLC
40,350$2.0M0.4%CoreMediumGreenwood, SC2026-10-09
MBE Wealth Management, LLC
38,994$1.9M0.7%ETFVery LowTomah, WI2026-10-26
Patten Group, Inc.
37,771$1.9M0.3%CoreLowChattanooga, TN2026-10-26
Financial Planning Navigators Corp
37,128$1.8M0.7%ETFMediumMaple Grove, MN2026-10-14
Carrera Capital Advisors
36,969$1.8M0.3%ETFMediumTroy, MI2026-11-03
Sierra Ocean, LLC
36,145$1.8M1.1%ETFLowRipon, CA2026-11-03
Fortitude Financial, LLC
34,659$1.7M0.8%ETFHighSpokane, WA2026-10-19
W.H. Cornerstone Investments Inc.
33,748$1.7M0.9%CoreLowKingston, MA2026-11-03
Onyx Bridge Wealth Group LLC
33,287$1.7M0.1%ETFMediumTarrytown, NY2026-10-16
Wealth Enhancement Trust Services, Inc.
33,132$1.6M0.2%GrowthMediumSioux Falls, SD2026-10-07
YHB Investment Advisors, Inc.
32,513$1.6M0.1%GrowthLowWest Hartford, CT2026-10-08
Precedent Wealth Partners, LLC
31,345$1.6M0.2%ETFMediumHouston, TX2026-10-21
Visionary Wealth Advisors
31,205$1.6M0.1%ETFLowO'Fallon, IL2026-11-04
Higgins & Schmidt Wealth Strategies LLC
30,167$1.5M0.6%ETFLowDenver, CO2026-10-26
Apella Capital, LLC
29,752$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Cornerstone Wealth Management, LLC
29,716$1.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Kuhn & Co Investment Counsel
29,675$1.5M0.8%CoreLowChicago, IL2026-10-29
Private Trust Co NA
29,480$1.5M0.1%CoreLowCleveland, OH2026-10-20
Westside Investment Management, Inc.
29,242$1.5M0.2%GrowthLowSanta Monica, CA2026-11-02
Concurrent Investment Advisors, LLC
28,173$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Vaquero Private Wealth, LTD
27,550$1.4M0.3%ETFN/ADallas, TX2026-10-27
Aviance Capital Partners, LLC
27,393$1.4M0.1%CoreLowNaples, FL2026-10-29
Grimes & Co Wealth Management, LLC
27,113$1.3M0.0%CoreLowWestborough, MA2026-10-29
Steel Grove Capital Advisors, LLC
26,083$1.3M0.1%ETFLowMemphis, TN2026-10-13
Breakwater Capital Group
25,868$1.3M0.2%ETFLowParamus, NJ2026-10-09
APS Management Group, Inc.
25,247$1.3M0.9%ETFMediumTorrance, CA2026-10-14
Ascentis Independent Advisors
24,122$1.2M0.1%ETFLowDallas, TX2026-11-03
BAM Wealth Management, LLC
23,790$1.2M0.6%ETFHighLakewood, CO2026-10-15
LiftPoint Family Wealth Advisors LLC
23,571$1.2M0.8%ETFMediumFar Hills, NJ2026-11-03
Rockport Wealth LLC
23,223$1.2M0.2%ETFMediumFairview Park, OH2026-11-03
McAdam, LLC
23,034$1.1M0.0%ETFLowPhiladelphia, PA2026-10-21
Smith Thornton Advisors LLC
22,656$1.1M0.5%ETFVery LowHuntsville, AL2026-10-16
Signature Estate & Investment Advisors LLC
21,822$1.1M0.0%ETFMediumLos Angeles, CA2026-10-13
Signet Investment Advisory Group, Inc.
21,650$1.1M0.5%CoreVery LowProvidence, RI2026-10-30
Cullen T Bankers, Inc.
20,538$1.0M0.0%GrowthLowSan Antonio, TX2026-10-28
Hobart Private Capital, LLC
20,453$1.0M0.2%ETFMediumCharlotte, NC2026-10-19
Stevens Capital Partners
20,375$1.0M0.2%ETFVery LowOmaha, NE2026-10-29
Midwest Financial Group LLC
20,250$1.0M0.3%ETFLowOverland Park, KS2026-10-15
Freedom Financial Partners LLC
19,940$990.8K0.3%ETFLowOakdale, MN2026-10-19
Summit Financial Consulting LLC
19,910$989.3K0.7%ETFHighSterling Heights, MI2026-10-15
Avestar Capital, LLC
19,814$984.6K0.1%GrowthLowNew York, NY2026-10-28
Sprinkle Financial Consultants LLC
19,810$984.4K0.4%ETFLowLittleton, CO2026-10-09
CFS Investment Advisory Services, LLC
19,159$953.4K0.1%ETFMediumTotowa, NJ2026-10-19
Sigma Planning Corp
19,045$946.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Axxcess Wealth Management, LLC
18,787$933.5K0.0%CoreLowCarlsbad, CA2026-10-21
Focus Financial Network, Inc.
18,365$912.5K0.0%ETFLowMinneapolis, MN2026-10-14
Copper Harbor Investment Advisors, LLC
17,980$893.4K0.2%ETFN/AAppleton, WI2026-10-16
Kooman & Associates
17,911$890.0K0.2%ETFLowAltoona, PA2026-10-21
Revisor Wealth Management LLC
17,641$889.3K0.2%CoreLowAkron, OH2026-10-20
TSG Advice Partners, LLC
17,282$909.0K0.1%ETFN/AColumbus, OH2026-10-29
WBH Advisory Inc
16,999$844.7K0.1%ETFLowBaltimore, MD2026-11-05
SeaCrest Wealth Management, LLC
16,584$824.0K0.1%GrowthLowPurchase, NY2026-10-21
Fragasso Financial Advisors Inc
16,462$819.6K0.0%ETFLowSewickley, PA2026-10-13
StoneX Group Inc.
16,378$813.8K0.0%ETFMediumNew York, NY2026-11-03
Catalyst Investment Management LLC
16,282$809.0K0.7%ETFMediumWindham, NH2026-10-21
Wealth Enhancement Advisory Services, LLC
16,218$804.2K0.0%CoreLowPlymouth, MN2026-10-13
Kings Path Partners LLC
15,972$793.6K0.2%ETFVery LowSugar Land, TX2026-10-21
Redhawk Wealth Advisors, Inc.
15,919$791.0K0.1%ETFHighMinneapolis, MN2026-10-14
Williams & Novak Wealth Management, LLC
15,300$760.3K0.4%ETFMediumWestlake Village, CA2026-10-09
Financial Discovery Group Inc
14,888$739.8K1.6%ETFN/AAtlanta, GA2026-11-03
PFG Advisors
14,226$706.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Partners Wealth Management, LLC
14,133$702.3K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Mallini Complete Financial Planning LLC
14,100$700.6K0.5%ETFMediumGainesville, FL2026-10-06
Destiny Wealth Partners, LLC
13,643$698.1K0.1%ETFMediumTavares, FL2026-11-05
Kestra Private Wealth Services, LLC
13,341$662.9K0.0%GrowthLowAustin, TX2026-10-30
Main Line Retirement Advisors, LLC
13,303$661.0K0.3%ETFLowWhitefish, MT2026-10-14
Friday Financial
13,270$660.7K0.1%ETFVery LowDubuque, IA2026-10-09
Peak Wealth Management LLC
13,185$664.7K0.5%ETFMediumNashua, NH2026-10-26
Gilman Hill Asset Management, LLC
13,031$647.5K0.1%YieldMediumNew Canaan, CT2026-10-13
Syverson Strege & Co
12,905$641.2K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Howard Wealth Management, LLC
12,848$638.4K0.2%ETFVery LowMadison, CT2026-10-28
Avaii Wealth Management, LLC
12,818$637.5K0.2%ETFMediumAppleton, WI2026-10-09
LifeGoal Investments, LLC
12,171$604.8K0.2%ETFLowSaratoga Springs, NY2026-10-09
Davenport & Co LLC
11,950$593.8K0.0%CoreMediumRichmond, VA2026-10-14
Dynamic Advisor Solutions LLC
11,804$586.6K0.0%ETFLowPhoenix, AZ2026-10-13
National Wealth Management Group, LLC
11,749$583.8K0.2%ETFMediumCincinnati, OH2026-10-26
Objective Capital Management, LLC
11,747$583.7K0.5%ETFLowFairlawn, OH2026-10-13
Kendall Capital Management
11,600$576.4K0.1%GARPLowRockville, MD2026-10-23
Rockland Trust Co
11,484$570.6K0.0%CoreLowHanover, MA2026-10-05
Perigon Wealth Management, LLC
11,364$564.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Financial Designs Corp
11,361$564.5K0.3%ETFVery LowClaremont, CA2026-10-09
Kingswood Wealth Advisors, LLC
10,926$542.9K0.0%GrowthLowSan Diego, CA2026-10-23
Avidian Wealth Enterprises, LLC
10,832$538.2K0.0%ETFLowHouston, TX2026-10-08
Reap Financial Group, LLC
10,739$533.6K0.1%ETFLowAustin, TX2026-11-02
Carolina Wealth Management Inc
10,696$531.5K0.2%ETFN/AGreenville, NC2026-10-29
Transcendent Capital Group LLC
10,682$530.8K0.2%ETFMediumEdmond, OK2026-10-28
Princeton Global Asset Management LLC
10,424$518.0K0.1%GrowthLowPrinceton, NJ2026-10-21
Lineweaver Wealth Advisors, LLC
10,340$513.8K0.1%ETFLowValley View, OH2026-10-13
Prospera Financial Services Inc
10,037$514.2K0.0%CoreMediumDallas, TX2026-11-04
Montag A & Associates Inc
9,725$483.2K0.0%CoreLowAtlanta, GA2026-10-29
Jeter Robert S II
9,478$474.0K0.3%ETFVery LowBethany Beach, DE2026-10-16
Biltmore Wealth Management, LLC
8,640$429.3K0.1%ETFVery LowTempe, AZ2026-10-09
First Affirmative Financial Network
8,412$418.0K0.1%CoreN/AColorado Springs, CO2026-10-21
Christensen, King & Associates Investment Services, Inc.
8,370$415.9K0.2%ETFVery LowRichland, WA2026-10-22
Valley National Advisers Inc
7,757$385.4K0.0%ETFLowBethlehem, PA2026-10-23
M Holdings Securities, Inc.
7,705$3830.0%ETFHighPortland, OR2026-11-03
Signal Advisors Wealth, LLC
7,694$382.3K0.0%ETFLowDetroit, MI2026-10-13
Cora Capital Advisors LLC
7,665$380.9K0.1%ETFLowMarlton, NJ2026-11-02
Clear Creek Financial Management, LLC
7,540$374.7K0.0%ETFMediumSilverdale, WA2026-10-28
Archford Capital Strategies, LLC
7,482$371.8K0.0%GrowthMediumSwansea, IL2026-10-19
1900 Wealth Management LLC
7,430$369.2K0.0%ETFLowSan Antonio, TX2026-10-13
SteelPeak Wealth, LLC
7,400$367.7K0.0%GrowthHighWoodland Hills, CA2026-10-16
Gradient Investments LLC
7,069$351.3K0.0%CoreMediumArden Hills, MN2026-10-08
Veracity Capital LLC
7,060$350.8K0.1%GrowthLowAtlanta, GA2026-10-08
D.A. Davidson & Co.
6,971$346.4K0.0%CoreLowGreat Falls, MT2026-10-28
Founders Financial Securities LLC
6,944$345.0K0.0%ETFMediumTowson, MD2026-10-28
BIP Wealth, LLC
6,874$341.6K0.0%ETFMediumAtlanta, GA2026-10-22
Ashton Thomas Private Wealth, LLC
6,686$332.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Professional Financial Advisors, LLC
6,674$331.6K0.1%ETFMediumNorth Platte, NE2026-10-13
Balefire, LLC
6,648$330.3K0.1%ETFMediumDallas, TX2026-10-09
Bright Financial Advisors, Inc.
6,568$326.4K0.1%ETFVery LowPortage, MI2026-10-23
Citigroup Inc
6,500$323.0K0.0%CoreMediumNew York, NY2026-11-04
Private Wealth Group, LLC
6,491$322.5K0.1%ETFLowTampa, FL2026-10-19
Advisor OS, LLC
6,461$321.1K0.0%ETFMediumChicago, IL2026-11-03
Walleye Partners, LLC
6,371$316.6K0.4%ValueLowMadison, WI2026-10-13
NWF Advisory Services Inc.
6,317$313.9K0.0%GARPLowLos Angeles, CA2026-10-19
Burford Brothers, Inc.
6,149$305.5K0.1%CoreLowDallas, TX2026-10-21
Worth Asset Management, LLC
5,960$296.2K0.1%ETFHighDallas, TX2026-10-07
HBW Advisory Services LLC
5,943$295.3K0.0%ETFMediumSimi Valley, CA2026-10-15
Hutchens & Kramer Investment Management Group, LLC
5,902$293.3K0.1%ETFLowIndianapolis, IN2026-10-16
Robinson Smith Wealth Advisors LLC
5,842$290.3K0.2%ETFLowSouth Portland, ME2026-10-22
Altfest L J & Co Inc
5,810$288.7K0.0%ETFHighNew York, NY2026-10-27
Clear Point Advisors Inc.
5,736$285.0K0.2%ETFMediumMelville, NY2026-10-30
Clark Asset Management, LLC
5,679$282.2K0.0%ETFVery LowStratham, NH2026-10-19
Symmetry Partners, LLC
5,629$279.7K0.0%ETFLowGlastonbury, CT2026-10-27
Commonwealth Retirement Investments LLC
5,500$273.3K0.1%CoreMediumRichmond, VA2026-10-26
Milestone Asset Management, LLC
5,396$268.1K0.0%GrowthHighPittsburgh, PA2026-10-15
Provenance Wealth Advisors, LLC
5,366$266.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Powers Advisory Group, LLC
5,232$260.0K0.1%ETFVery LowHighland, IL2026-10-14
SAX Wealth Advisors, LLC
5,231$259.9K0.0%ETFVery LowParsippany, NJ2026-10-13
PUREfi Wealth, LLC
5,185$257.6K0.1%GrowthMediumBoston, MA2026-10-19
Cambridge Capital Management, LLC
5,108$253.8K0.1%ETFVery LowO'Fallon, IL2026-10-19
Stablepoint Partners, LLC
4,949$245.9K0.0%CoreLowBraintree, MA2026-11-03
L.K. Benson & Company, P.C.
4,870$242.0K0.1%YieldVery LowTimonium, MD2026-10-23
Goldstein Advisors, LLC
4,851$241.0K0.0%ETFMediumMadison, WI2026-10-15
Cyndeo Wealth Partners, LLC
4,686$232.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
DecisionMap Wealth Management, LLC
4,628$230.0K0.1%ETFLowGreat Falls, VA2026-10-29
Key FInancial Inc
4,579$227.5K0.0%ETFLowWest Chester, PA2026-11-02
DeLarme Wealth Management, Inc.
4,547$225.9K0.1%ETFVery LowPalos Verdes Estates, CA2026-10-30
Cadent Capital Advisors, LLC
4,491$223.2K0.0%ETFHighTulsa, OK2026-10-09
SBE LLC DBA Cedar Cove Wealth Partners
4,255$211.4K0.1%ETFMediumBloomington, MN2026-10-15
Root Financial Partners, LLC
4,217$209.5K0.0%ETFMediumEncinitas, CA2026-10-21
Trust Point Inc.
4,149$206.2K0.0%CoreMediumLa Crosse, WI2026-10-27
Trek Financial, LLC
4,061$201.8K0.0%ETFHighScottsdale, AZ2026-10-29
IMG Wealth Management, Inc.
3,903$193.9K0.1%ETFMediumJacksonville, FL2026-10-27
First Community Trust NA
3,669$182.3K0.1%GrowthLowDubuque, IA2026-10-07
IFP Advisors, Inc
3,381$168.0K0.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
2,750$136.6K0.0%ETFMediumDenver, CO2026-10-14
Latitude Advisors, LLC
2,130$105.8K0.0%ETFLowYorkville, IL2026-10-27
Lodestone Wealth Management LLC
1,953$97.0K0.0%CoreLowSpokane, WA2026-10-14
Evolution Wealth Management Inc.
1,879$93.4K0.1%ETFMediumFort Myers, FL2026-10-28
Meriwether Wealth & Planning, LLC
1,875$93.2K0.0%ETFMediumMinden, LA2026-10-13
Key Capital Management, Inc
1,240$61.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Farmers & Merchants Investments Inc
1,213$60.3K0.0%CoreVery LowLincoln, NE2026-10-22
Nemes Rush Group LLC
1,155$57.4K0.0%CoreVery LowNovi, MI2026-11-04
Balance Wealth Partners LLC
776$38.6K0.0%ETFMediumWorthington, OH2026-10-27
EverSource Wealth Advisors, LLC
710$35.3K0.0%CoreMediumBirmingham, AL2026-11-04
Hilton Head Capital Partners, LLC
675$33.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
First Bancorp, Inc
599$29.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Physician Wealth Advisors, Inc.
345$17.2K0.0%ETFMediumMidvale, UT2026-10-20
Golden State Wealth Management, LLC
341$17.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Dhjj Financial Advisors, Ltd.
300$14.9K0.0%ETFVery LowNaperville, IL2026-10-23
Holos Integrated Wealth LLC
244$12.3K0.0%ETFLowKennett Square, PA2026-10-23
Capital Investment Advisory Services, LLC
233$11.6K0.0%CoreMediumRaleigh, NC2026-10-30
Trust Co
112$5.6K0.0%ETFVery LowManhattan, KS2026-10-09
Assetmark, Inc
89$4.4K0.0%ETFLowConcord, CA2026-10-21
Rosenberg Matthew Hamilton
40$2.0K0.0%ETFVery LowGrand Junction, CO2026-10-05