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Putnam Focused LRG Cap Value (PVAL)

CUSIP: 746729300 | NYSE | 482 institutional holders

Quarters

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

Cullen T Bankers, Inc.8,727,998
4.5% of portfolio›$459.3M
Commonwealth Equity Services, LLC8,524,746
0.6% of portfolio›$448.6M
Cambridge Investment Research Advisors, Inc.3,028,238
0.0% of portfolio›$159.3K
Amplius Wealth Advisors, LLC2,011,929
7.3% of portfolio›$105.9M
RFG Advisory, LLC1,589,611
1.2% of portfolio›$83.6M
Opal Wealth Advisors, LLC1,555,369
17.1% of portfolio›$81.8M
Kestra Advisory Services, LLC1,529,356
0.2% of portfolio›$80.5M
Oak Barrel Wealth Advisory LLC1,499,400
34.0% of portfolio›$78.9M
SAX Wealth Advisors, LLC1,060,337
1.6% of portfolio›$55.8M
Auctus Advisors LLC950,048
40.4% of portfolio›$50.0M
Harbor Group, Inc.894,128
5.5% of portfolio›$47.0M
Summit Investment Advisory Services, LLC859,467
11.2% of portfolio›$45.2M
Midwest Capital Advisors, LLC804,868
15.2% of portfolio›$42.4M
Thrivent Financial for Lutherans798,605
0.0% of portfolio›$42.0K
GGM Financial LLC777,819
13.2% of portfolio›$40.9M
Embree Financial Group736,332
3.8% of portfolio›$38.7M
AdvisorNet Financial, Inc725,630
1.8% of portfolio›$39.1M
Elevation Point Wealth Partners, LLC689,763
0.6% of portfolio›$36.8M
Baker Tilly Wealth Management, LLC646,818
6.7% of portfolio›$34.0M
Marks Group Wealth Management, Inc641,218
2.9% of portfolio›$33.7M
Wealth Enhancement Advisory Services, LLC629,154
0.1% of portfolio›$33.7M
Sowa Financial Group, Inc.588,315
0.0% of portfolio›$31.0K
Bucket List Wealth Management, LLC541,630
13.7% of portfolio›$28.5M
Atria Investments, Inc490,897
0.3% of portfolio›$25.8M
Fort Washington Investment Advisors Inc458,390
0.1% of portfolio›$24.1M
Adamsbrown Wealth Consultants LLC443,556
4.3% of portfolio›$23.3M
Redhawk Wealth Advisors, Inc.424,118
2.3% of portfolio›$22.3M
Towneley Capital Management, Inc / de418,247
4.4% of portfolio›$22.0M
Frontier Asset Management, LLC415,681
4.1% of portfolio›$21.9M
Truist Financial Corp395,110
0.0% of portfolio›$20.8M
Kestra Private Wealth Services, LLC366,254
0.2% of portfolio›$19.3M
Cooper Financial Group336,735
1.4% of portfolio›$17.7M
BridgePort Financial Solutions, LLC333,679
4.1% of portfolio›$17.6M
Able Wealth Management LLC333,205
3.9% of portfolio›$17.7M
IVC Wealth Advisors LLC318,812
6.7% of portfolio›$16.8M
Trademark Financial Management, LLC288,698
6.2% of portfolio›$15.2M
Key Client Fiduciary Advisors, LLC277,051
4.1% of portfolio›$14.6M
Greenbush Financial Group, LLC270,184
4.2% of portfolio›$14.2M
IFP Advisors, Inc268,688
0.2% of portfolio›$14.1M
Green Ridge Wealth Planning LLC259,011
5.5% of portfolio›$13.6M
Weil Company, Inc.258,040
2.3% of portfolio›$13.6M
Integrated Advisors Network LLC245,629
0.6% of portfolio›$12.9M
Kelleher Financial Advisors230,332
3.2% of portfolio›$12.1M
Brookstone Capital Management219,278
0.1% of portfolio›$11.5M
New England Private Wealth Advisors LLC216,829
1.1% of portfolio›$11.4M
Robinson Smith Wealth Advisors LLC207,660
6.7% of portfolio›$10.9M
MGO One Seven LLC204,574
0.2% of portfolio›$10.8M
Colonial River Investments, LLC197,904
2.7% of portfolio›$10.4M
StoneCrest Wealth Management, Inc.194,764
3.3% of portfolio›$10.2M
Cornerstone Wealth Management, LLC181,283
0.4% of portfolio›$9.5M
Foundry Financial Group, Inc.173,017
3.8% of portfolio›$9.1M
Bank of New York Mellon Corp172,056
0.0% of portfolio›$9.1M
Midwest Financial Group LLC166,724
3.0% of portfolio›$8.8M
Visionary Wealth Advisors164,310
0.3% of portfolio›$8.6M
Farther Finance Advisors, LLC162,020
0.1% of portfolio›$8.5M
Sumitomo Mitsui Trust Group, Inc.155,096
0.0% of portfolio›$8.2M
Sigma Planning Corp144,674
0.2% of portfolio›$7.6M
Secure Asset Management, LLC143,316
1.0% of portfolio›$7.5M
Sovran Advisors, LLC133,740
0.5% of portfolio›$7.3M
Prosperity Financial Group, Inc.132,042
2.0% of portfolio›$6.9M
ERn Financial, LLC131,759
1.1% of portfolio›$6.9M
Patriot Financial Group Insurance Agency, LLC131,529
0.7% of portfolio›$6.9M
ATX Financial Planning, LLC124,871
4.2% of portfolio›$6.6M
SeaCrest Wealth Management, LLC124,530
0.7% of portfolio›$6.6M
Ballew Advisors, Inc115,076
3.0% of portfolio›$6.1M
Clarity Asset Management, Inc.106,947
2.7% of portfolio›$5.6M
Indivisible Partners105,559
0.3% of portfolio›$5.6M
Elyxium Wealth, LLC105,157
0.6% of portfolio›$5.5M
RDA Financial Network103,562
1.2% of portfolio›$5.4M
Tempus Wealth Planning, LLC99,606
1.0% of portfolio›$5.2M
USAdvisors Wealth Management, LLC92,685
0.0% of portfolio›$4.9K
Fifth Third Securities, Inc.82,322
0.2% of portfolio›$4.3M
Signature Estate & Investment Advisors LLC78,561
0.1% of portfolio›$4.1M
Wavvest Wealth LLC78,503
3.3% of portfolio›$4.1M
Concurrent Investment Advisors, LLC78,440
0.0% of portfolio›$4.1M
Spire Wealth Management78,180
0.1% of portfolio›$4.1M
Athena Wealth Management, LLC77,862
2.9% of portfolio›$4.1M
Patten Group, Inc.76,052
0.6% of portfolio›$4.0M
Laurel Wealth Planning LLC75,983
1.7% of portfolio›$4.0M
Victory Financial Group, LLC73,603
0.4% of portfolio›$3.9M
Wedbush Securities Inc66,681
0.0% of portfolio›$3.5K
First United Bank & Trust65,394
1.0% of portfolio›$3.4M
Macroview Investment Management LLC62,256
2.0% of portfolio›$3.3M
Advisory Resource Group62,049
0.5% of portfolio›$3.3M
Wealthcare Advisory Partners LLC59,548
0.1% of portfolio›$3.1M
FSA Wealth Partners, Inc.59,291
0.8% of portfolio›$3.1M
D.A. Davidson & Co.58,706
0.0% of portfolio›$3.1M
Breakwater Capital Group54,360
0.3% of portfolio›$2.9M
Dynamic Advisor Solutions LLC54,258
0.1% of portfolio›$2.9M
Cedar Mountain Advisors, LLC53,999
0.5% of portfolio›$2.8M
WJ Wealth Management, LLC52,693
1.1% of portfolio›$2.8M
Clark Wealth Partners52,450
1.4% of portfolio›$2.8M
Peck Wealth Management, LLC51,987
2.3% of portfolio›$2.7M
Briggs Wealth Management, Inc50,984
2.4% of portfolio›$2.7M
Golden State Wealth Management, LLC50,761
0.2% of portfolio›$2.7M
Axxcess Wealth Management, LLC47,917
0.1% of portfolio›$2.5M
Flagship Harbor Advisors, LLC46,818
0.1% of portfolio›$2.5M
Kingsman Wealth Management, Inc.43,975
1.0% of portfolio›$2.3M
Independent Financial Group, LLC43,684
0.0% of portfolio›$2.3M
Cordgrass Capital Advisors, LLC43,194
0.8% of portfolio›$2.3M
Richards, Merrill & Peterson, Inc.38,990
0.6% of portfolio›$2.1M
Vise Technologies, Inc.38,156
0.0% of portfolio›$2.0M
Provident Wealth Management, LLC37,107
0.7% of portfolio›$2.0M
Hicks Capital Management LLC33,326
1.4% of portfolio›$1.7M
Focus Financial Network, Inc.30,019
0.0% of portfolio›$1.6M
RMR Wealth Builders24,884
0.1% of portfolio›$1.3M
Vicus Capital24,448
0.1% of portfolio›$1.3M
Cox Capital Mgt LLC21,630
0.6% of portfolio›$1.1M
Prospera Financial Services Inc19,617
0.0% of portfolio›$1.1M
Mayfair Advisory Group, LLC19,577
0.3% of portfolio›$1.0M
Flynn Zito Capital Management, LLC19,449
0.3% of portfolio›$1.0M
Accurate Wealth Management, LLC19,199
0.1% of portfolio›$1.0M
Wespac Advisors, LLC19,089
0.5% of portfolio›$1.0M
John W. Brooker & Co., CPAs18,952
1.1% of portfolio›$997.2K
Founders Financial Securities LLC18,492
0.0% of portfolio›$973.0K
Manchester Financial Inc18,309
0.2% of portfolio›$963.4K
Verdence Capital Advisors LLC17,173
0.0% of portfolio›$903.7K
Simplicity Wealth,LLC17,029
0.0% of portfolio›$896.1K
Private Trust Co NA16,774
0.1% of portfolio›$882.6K
Elevation Wealth Management LLC16,134
0.6% of portfolio›$849.0K
StoneX Group Inc.15,702
0.0% of portfolio›$826.2K
Clear Point Advisors Inc.15,227
0.5% of portfolio›$801.2K
Greenwood Gearhart LLC15,023
0.0% of portfolio›$790.5K
Processus Wealth & Capital Management, LLC14,824
0.5% of portfolio›$780.0K
Cyndeo Wealth Partners, LLC14,821
0.0% of portfolio›$779.9K
Advisortrust Partners, LLC14,545
0.2% of portfolio›$765.4K
Basso Capital Management, L.P.14,454
0.2% of portfolio›$760.6K
Avantax Planning Partners, Inc.13,615
0.0% of portfolio›$716.4K
Fire Capital Management LLC12,988
0.2% of portfolio›$683.4K
Third View Private Wealth, LLC12,278
0.1% of portfolio›$646.1K
KPP Advisory Services LLC12,095
0.1% of portfolio›$636.4K
Flagship Wealth Advisors, LLC12,041
0.1% of portfolio›$633.6K
Foster Victor Wealth Advisors, LLC11,794
0.0% of portfolio›$635.0K
First Bank & Trust11,693
0.1% of portfolio›$615.3K
Advisor OS, LLC11,524
0.0% of portfolio›$606.4K
R2 Capital Strategies, LLC11,252
0.3% of portfolio›$592.1K
Apollon Wealth Management, LLC10,780
0.0% of portfolio›$567.2K
Heritage Wealth Management, Inc.10,437
0.1% of portfolio›$549.2K
Sowell Financial Services LLC10,411
0.0% of portfolio›$547.8K
Strategic Blueprint, LLC10,284
0.0% of portfolio›$541.1K
Perigon Wealth Management, LLC10,088
0.0% of portfolio›$530.8K
Sentinel Pension Advisors, LLC9,491
0.1% of portfolio›$499.4K
Park Avenue Securities LLC9,046
0.0% of portfolio›$476
Marin Bay Wealth Advisors, LLC8,819
0.2% of portfolio›$464.1K
Carnegie Investment Counsel8,563
0.0% of portfolio›$450.6K
Creative Financial Designs Inc8,540
0.0% of portfolio›$449.4K
Next Level Private LLC8,055
0.1% of portfolio›$423.9K
Lantern Wealth Advisors, LLC7,888
0.2% of portfolio›$415.0K
Capital Investment Advisory Services, LLC7,879
0.0% of portfolio›$414.6K
Encompass More Asset Management7,836
0.1% of portfolio›$412.3K
Facet Wealth, Inc.7,539
0.0% of portfolio›$396.7K
HB Wealth Management, LLC7,401
0.0% of portfolio›$389.4K
Carlson Financial, Inc.7,237
0.2% of portfolio›$380.8K
Bokf, NA6,729
0.0% of portfolio›$354.1K
Principle Wealth Partners LLC6,550
0.0% of portfolio›$344.7K
Revisor Wealth Management LLC6,442
0.1% of portfolio›$343.4K
XY Planning Network, Inc.5,722
0.0% of portfolio›$301.1K
Insight Wealth Partners, LLC5,424
0.0% of portfolio›$285.4K
Waldron Private Wealth LLC5,354
0.0% of portfolio›$281.7K
Creative Planning5,228
0.0% of portfolio›$275.1K
Baron Wealth Management LLC5,212
0.1% of portfolio›$274.3K
Summit Wealth Group LLC / Co4,821
0.0% of portfolio›$253.7K
Fingerlakes Wealth Management, Inc.4,675
0.1% of portfolio›$246.0K
B. Riley Wealth Advisors, Inc.4,564
0.0% of portfolio›$240.1K
Diversify Wealth Management, LLC3,896
0.0% of portfolio›$211.0K
Diversify Advisory Services, LLC3,896
0.0% of portfolio›$211.0K
Hidden Cove Wealth Management, LLC3,877
0.1% of portfolio›$204.0K
Citigroup Inc3,305
0.0% of portfolio›$173.9K
GK Wealth Management LLC3,221
0.1% of portfolio›$169.5K
Latitude Advisors, LLC2,990
0.0% of portfolio›$157.3K
Thurston, Springer, Miller, Herd & Titak, Inc.2,574
0.2% of portfolio›$135.4K
CoreCap Advisors, LLC2,410
0.0% of portfolio›$126.8K
Signaturefd, LLC1,848
0.0% of portfolio›$97.2K
Beacon Investment Advisory Services, Inc.1,325
0.0% of portfolio›$69.7K
Pension & Wealth Management Advisors, Inc.1,283
0.0% of portfolio›$67.5K
GHP Investment Advisors, Inc.1,150
0.0% of portfolio›$60.5K
Arvest Investments, Inc.1,078
0.0% of portfolio›$56.7K
EverSource Wealth Advisors, LLC1,003
0.0% of portfolio›$52.8K
Signature Equity Partners, LLC969
0.0% of portfolio›$51.0K
Ascentis Independent Advisors923
0.0% of portfolio›$48.6K
Next Level Wealth Planning, LLC638
0.0% of portfolio›$33.6K
NorthAvenue LLC603
0.0% of portfolio›$31.7K
Chung Wu Investment Group, LLC510
0.0% of portfolio›$26.8K
Assetmark, Inc443
0.0% of portfolio›$23.3K
Manchester Capital Management LLC418
0.0% of portfolio›$22.0K
JFS Wealth Advisors, LLC367
0.0% of portfolio›$19.3K
Rossby Financial, LCC360
0.0% of portfolio›$18.9K
Bare Financial Services, Inc349
0.0% of portfolio›$18.4K
Carolina Wealth Advisors, LLC316
0.0% of portfolio›$16.6K
Creative Capital Management Investments LLC238
0.0% of portfolio›$12.5K
Nova Financial LLC189
0.0% of portfolio›$9.9K
Abound Wealth Management188
0.0% of portfolio›$9.9K
Plante Moran Financial Advisors, LLC176
0.0% of portfolio›$9.3K
Lynch Investment Planning, LLC50
0.0% of portfolio›$2.6K
Central Pacific Bank - Trust Division37
0.0% of portfolio›$1.9K
Beacon Capital Management, Inc.1
0.0% of portfolio›$70
StyleTurnoverLocationFiled
Cullen T Bankers, Inc.
8,727,998$459.3M4.5%GrowthLowSan Antonio, TX2026-10-28
Commonwealth Equity Services, LLC
8,524,746$448.6M0.6%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
3,028,238$159.3K0.0%ETFLowFairfield, IA2026-11-02
Amplius Wealth Advisors, LLC
2,011,929$105.9M7.3%ETFLowBlue Bell, PA2026-10-20
RFG Advisory, LLC
1,589,611$83.6M1.2%ETFMediumBirmingham, AL2026-11-03
Opal Wealth Advisors, LLC
1,555,369$81.8M17.1%ETFLowJericho, NY2026-10-16
Kestra Advisory Services, LLC
1,529,356$80.5M0.2%CoreLowAustin, TX2026-11-02
Oak Barrel Wealth Advisory LLC
1,499,400$78.9M34.0%ETFN/AReston, VA2026-11-05
SAX Wealth Advisors, LLC
1,060,337$55.8M1.6%ETFVery LowParsippany, NJ2026-10-13
Auctus Advisors LLC
950,048$50.0M40.4%ETFLowCharlotte, NC2026-10-23
Harbor Group, Inc.
894,128$47.0M5.5%ETFVery LowBedford, NH2026-10-14
Summit Investment Advisory Services, LLC
859,467$45.2M11.2%ETFVery LowRoseville, MN2026-11-03
Midwest Capital Advisors, LLC
804,868$42.4M15.2%ETFHighGrand Rapids, MI2026-11-04
Thrivent Financial for Lutherans
798,605$42.0K0.0%GARPMediumMinneapolis, MN2026-11-05
GGM Financial LLC
777,819$40.9M13.2%ETFMediumColumbus, OH2026-11-05
Embree Financial Group
736,332$38.7M3.8%ETFLowChicago, IL2026-10-22
AdvisorNet Financial, Inc
725,630$39.1M1.8%ETFLowMinnetonka, MN2026-10-15
Elevation Point Wealth Partners, LLC
689,763$36.8M0.6%CoreHighDenver, CO2026-11-05
Baker Tilly Wealth Management, LLC
646,818$34.0M6.7%GrowthLowMadison, WI2026-10-05
Marks Group Wealth Management, Inc
641,218$33.7M2.9%CoreMediumMinnetonka, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
629,154$33.7M0.1%CoreLowPlymouth, MN2026-10-13
Sowa Financial Group, Inc.
588,315$31.0K0.0%ETFLowLincoln, RI2026-10-26
Bucket List Wealth Management, LLC
541,630$28.5M13.7%ETFMediumThe Villages, FL2026-10-22
Atria Investments, Inc
490,897$25.8M0.3%CoreMediumCharlotte, NC2026-10-15
Fort Washington Investment Advisors Inc
458,390$24.1M0.1%CoreLowCincinnati, OH2026-10-15
Adamsbrown Wealth Consultants LLC
443,556$23.3M4.3%ETFLowWichita, KS2026-10-20
Redhawk Wealth Advisors, Inc.
424,118$22.3M2.3%ETFHighMinneapolis, MN2026-10-14
Towneley Capital Management, Inc / de
418,247$22.0M4.4%ETFVery LowLaguna Hills, CA2026-10-09
Frontier Asset Management, LLC
415,681$21.9M4.1%ETFLowSheridan, WY2026-10-28
Truist Financial Corp
395,110$20.8M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Private Wealth Services, LLC
366,254$19.3M0.2%GrowthLowAustin, TX2026-10-30
Cooper Financial Group
336,735$17.7M1.4%GrowthMediumIrvine, CA2026-10-07
BridgePort Financial Solutions, LLC
333,679$17.6M4.1%ETFLowFairfield, IA2026-11-02
Able Wealth Management LLC
333,205$17.7M3.9%ETFMediumToms River, NJ2026-10-13
IVC Wealth Advisors LLC
318,812$16.8M6.7%GrowthLowSilverdale, PA2026-10-23
Trademark Financial Management, LLC
288,698$15.2M6.2%ETFMediumBloomington, MN2026-10-23
Key Client Fiduciary Advisors, LLC
277,051$14.6M4.1%ValueMediumFairfield, NJ2026-10-19
Greenbush Financial Group, LLC
270,184$14.2M4.2%ETFLowAlbany, NY2026-10-15
IFP Advisors, Inc
268,688$14.1M0.2%GrowthLowTampa, FL2026-10-16
Green Ridge Wealth Planning LLC
259,011$13.6M5.5%ETFMediumMontville, NJ2026-10-08
Weil Company, Inc.
258,040$13.6M2.3%ETFLowSan Diego, CA2026-10-14
Integrated Advisors Network LLC
245,629$12.9M0.6%GrowthMediumDallas, TX2026-10-20
Kelleher Financial Advisors
230,332$12.1M3.2%CoreMediumNew York, NY2026-10-30
Brookstone Capital Management
219,278$11.5M0.1%ETFMediumWheaton, IL2026-10-22
New England Private Wealth Advisors LLC
216,829$11.4M1.1%ETFVery LowWellesley, MA2026-10-19
Robinson Smith Wealth Advisors LLC
207,660$10.9M6.7%ETFLowSouth Portland, ME2026-10-22
MGO One Seven LLC
204,574$10.8M0.2%GrowthLowBeachwood, OH2026-10-28
Colonial River Investments, LLC
197,904$10.4M2.7%GrowthMediumMidlothian, VA2026-10-19
StoneCrest Wealth Management, Inc.
194,764$10.2M3.3%ETFMediumChandler, AZ2026-11-03
Cornerstone Wealth Management, LLC
181,283$9.5M0.4%ETFVery LowSt. Peters, MO2026-11-04
Foundry Financial Group, Inc.
173,017$9.1M3.8%ETFLowLaconia, NH2026-10-28
Bank of New York Mellon Corp
172,056$9.1M0.0%CoreLowNew York, NY2026-11-05
Midwest Financial Group LLC
166,724$8.8M3.0%ETFLowOverland Park, KS2026-10-15
Visionary Wealth Advisors
164,310$8.6M0.3%ETFLowO'Fallon, IL2026-11-04
Farther Finance Advisors, LLC
162,020$8.5M0.1%IndexLowSan Francisco, CA2026-10-08
Sumitomo Mitsui Trust Group, Inc.
155,096$8.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Sigma Planning Corp
144,674$7.6M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Secure Asset Management, LLC
143,316$7.5M1.0%GrowthMediumTroy, MI2026-10-19
Sovran Advisors, LLC
133,740$7.3M0.5%ETFMediumSan Diego, CA2026-11-02
Prosperity Financial Group, Inc.
132,042$6.9M2.0%GrowthMediumSan Ramon, CA2026-10-29
ERn Financial, LLC
131,759$6.9M1.1%ETFVery LowMiddleton, WI2026-10-28
Patriot Financial Group Insurance Agency, LLC
131,529$6.9M0.7%GrowthLowWalpole, MA2026-10-14
ATX Financial Planning, LLC
124,871$6.6M4.2%ETFHighAustin, TX2026-10-14
SeaCrest Wealth Management, LLC
124,530$6.6M0.7%GrowthLowPurchase, NY2026-10-21
Ballew Advisors, Inc
115,076$6.1M3.0%ETFLowJackson, MS2026-10-05
Clarity Asset Management, Inc.
106,947$5.6M2.7%ETFHighAmes, IA2026-10-14
Indivisible Partners
105,559$5.6M0.3%GrowthMediumClearwater, FL2026-10-26
Elyxium Wealth, LLC
105,157$5.5M0.6%GrowthVery LowBeverly Hills, CA2026-10-27
RDA Financial Network
103,562$5.4M1.2%GrowthMediumAkron, IA2026-10-15
Tempus Wealth Planning, LLC
99,606$5.2M1.0%ETFMediumIrvine, CA2026-10-14
USAdvisors Wealth Management, LLC
92,685$4.9K0.0%ETFLowEden Prairie, MN2026-10-21
Fifth Third Securities, Inc.
82,322$4.3M0.2%ETFLowCincinnati, OH2026-10-21
Signature Estate & Investment Advisors LLC
78,561$4.1M0.1%ETFMediumLos Angeles, CA2026-10-13
Wavvest Wealth LLC
78,503$4.1M3.3%ETFN/AChicago, IL2026-10-21
Concurrent Investment Advisors, LLC
78,440$4.1M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
78,180$4.1M0.1%GrowthMediumMclean, VA2026-10-30
Athena Wealth Management, LLC
77,862$4.1M2.9%GARPMediumReno, NV2026-10-09
Patten Group, Inc.
76,052$4.0M0.6%CoreLowChattanooga, TN2026-10-26
Laurel Wealth Planning LLC
75,983$4.0M1.7%ETFLowEdina, MN2026-11-02
Victory Financial Group, LLC
73,603$3.9M0.4%ETFLowAustin, TX2026-10-27
Wedbush Securities Inc
66,681$3.5K0.0%CoreLowPasadena, CA2026-10-22
First United Bank & Trust
65,394$3.4M1.0%CoreLowOakland, MD2026-10-22
Macroview Investment Management LLC
62,256$3.3M2.0%ETFLowBethesda, MD2026-10-26
Advisory Resource Group
62,049$3.3M0.5%GARPMediumTulsa, OK2026-10-26
Wealthcare Advisory Partners LLC
59,548$3.1M0.1%ETFLowWest Chester, PA2026-10-21
FSA Wealth Partners, Inc.
59,291$3.1M0.8%ETFHighRockville, MD2026-10-26
D.A. Davidson & Co.
58,706$3.1M0.0%CoreLowGreat Falls, MT2026-10-28
Breakwater Capital Group
54,360$2.9M0.3%ETFLowParamus, NJ2026-10-09
Dynamic Advisor Solutions LLC
54,258$2.9M0.1%ETFLowPhoenix, AZ2026-10-13
Cedar Mountain Advisors, LLC
53,999$2.8M0.5%ETFVery LowLake Oswego, OR2026-10-15
WJ Wealth Management, LLC
52,693$2.8M1.1%ETFMediumGlendale, AZ2026-11-03
Clark Wealth Partners
52,450$2.8M1.4%ETFVery LowO'Fallon, IL2026-10-19
Peck Wealth Management, LLC
51,987$2.7M2.3%ETFLowWhite Plains, NY2026-10-29
Briggs Wealth Management, Inc
50,984$2.7M2.4%ETFLowGlastonbury, CT2026-10-26
Golden State Wealth Management, LLC
50,761$2.7M0.2%ETFMediumSanta Ana, CA2026-11-02
Axxcess Wealth Management, LLC
47,917$2.5M0.1%CoreLowCarlsbad, CA2026-10-21
Flagship Harbor Advisors, LLC
46,818$2.5M0.1%ETFMediumBoston, MA2026-10-26
Kingsman Wealth Management, Inc.
43,975$2.3M1.0%MomentumMediumPensacola, FL2026-10-13
Independent Financial Group, LLC
43,684$2.3M0.0%GrowthLowSan Diego, CA2026-10-13
Cordgrass Capital Advisors, LLC
43,194$2.3M0.8%CoreLowRaleigh, NC2026-10-30
Richards, Merrill & Peterson, Inc.
38,990$2.1M0.6%GrowthLowSpokane, WA2026-10-19
Vise Technologies, Inc.
38,156$2.0M0.0%IndexLowNew York, NY2026-10-29
Provident Wealth Management, LLC
37,107$2.0M0.7%ETFVery LowBrentwood, TN2026-10-20
Hicks Capital Management LLC
33,326$1.7M1.4%ETFVery LowColumbus, OH2026-10-20
Focus Financial Network, Inc.
30,019$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
RMR Wealth Builders
24,884$1.3M0.1%ETFLowMontclair, NJ2026-10-22
Vicus Capital
24,448$1.3M0.1%ETFMediumState College, PA2026-11-05
Cox Capital Mgt LLC
21,630$1.1M0.6%GrowthMediumAndover, MA2026-10-07
Prospera Financial Services Inc
19,617$1.1M0.0%CoreMediumDallas, TX2026-11-04
Mayfair Advisory Group, LLC
19,577$1.0M0.3%ETFLowBirmingham, AL2026-10-20
Flynn Zito Capital Management, LLC
19,449$1.0M0.3%ETFLowGarden City, NY2026-11-04
Accurate Wealth Management, LLC
19,199$1.0M0.1%CoreMediumWesley Chapel, FL2026-10-20
Wespac Advisors, LLC
19,089$1.0M0.5%ETFHighOrinda, CA2026-10-26
John W. Brooker & Co., CPAs
18,952$997.2K1.1%ETFMediumOakland, CA2026-10-21
Founders Financial Securities LLC
18,492$973.0K0.0%ETFMediumTowson, MD2026-10-28
Manchester Financial Inc
18,309$963.4K0.2%ETFMediumWestlake Village, CA2026-10-15
Verdence Capital Advisors LLC
17,173$903.7K0.0%CoreMediumHunt Valley, MD2026-10-26
Simplicity Wealth,LLC
17,029$896.1K0.0%ETFLowSummit, NJ2026-10-23
Private Trust Co NA
16,774$882.6K0.1%CoreLowCleveland, OH2026-10-20
Elevation Wealth Management LLC
16,134$849.0K0.6%Agg GrowthLowEden Prairie, MN2026-11-02
StoneX Group Inc.
15,702$826.2K0.0%ETFMediumNew York, NY2026-11-03
Clear Point Advisors Inc.
15,227$801.2K0.5%ETFMediumMelville, NY2026-10-30
Greenwood Gearhart LLC
15,023$790.5K0.0%ETFLowFayetteville, AR2026-11-02
Processus Wealth & Capital Management, LLC
14,824$780.0K0.5%GrowthVery LowBrentwood, TN2026-10-16
Cyndeo Wealth Partners, LLC
14,821$779.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Advisortrust Partners, LLC
14,545$765.4K0.2%CoreHighRaleigh, NC2026-11-02
Basso Capital Management, L.P.
14,454$760.6K0.2%ETFMediumStamford, CT2026-10-30
Avantax Planning Partners, Inc.
13,615$716.4K0.0%ETFLowDubuque, IA2026-11-03
Fire Capital Management LLC
12,988$683.4K0.2%GrowthLowSan Francisco, CA2026-10-27
Third View Private Wealth, LLC
12,278$646.1K0.1%GrowthLowWestport, CT2026-10-30
KPP Advisory Services LLC
12,095$636.4K0.1%GrowthMediumLouisville, KY2026-10-26
Flagship Wealth Advisors, LLC
12,041$633.6K0.1%ETFLowWakefield, MA2026-11-03
Foster Victor Wealth Advisors, LLC
11,794$635.0K0.0%CoreMediumGreenville, SC2026-10-21
First Bank & Trust
11,693$615.3K0.1%CoreLowBrookings, SD2026-10-19
Advisor OS, LLC
11,524$606.4K0.0%ETFMediumChicago, IL2026-11-03
R2 Capital Strategies, LLC
11,252$592.1K0.3%ETFN/ALincoln, NE2026-10-15
Apollon Wealth Management, LLC
10,780$567.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Heritage Wealth Management, Inc.
10,437$549.2K0.1%CoreLowCincinnati, OH2026-10-28
Sowell Financial Services LLC
10,411$547.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Strategic Blueprint, LLC
10,284$541.1K0.0%ETFLowAtlanta, GA2026-10-22
Perigon Wealth Management, LLC
10,088$530.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Sentinel Pension Advisors, LLC
9,491$499.4K0.1%ETFLowWakefield, MA2026-11-02
Park Avenue Securities LLC
9,046$4760.0%ETFMediumNew York, NY2026-10-26
Marin Bay Wealth Advisors, LLC
8,819$464.1K0.2%GrowthLowSan Anselmo, CA2026-10-28
Carnegie Investment Counsel
8,563$450.6K0.0%CoreLowPepper Pike, OH2026-10-20
Creative Financial Designs Inc
8,540$449.4K0.0%ETFMediumKokomo, IN2026-11-04
Next Level Private LLC
8,055$423.9K0.1%CoreVery LowHarrison, NY2026-10-20
Lantern Wealth Advisors, LLC
7,888$415.0K0.2%GrowthLowMelville, NY2026-10-22
Capital Investment Advisory Services, LLC
7,879$414.6K0.0%CoreMediumRaleigh, NC2026-10-30
Encompass More Asset Management
7,836$412.3K0.1%ETFHighDanville, CA2026-10-16
Facet Wealth, Inc.
7,539$396.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
HB Wealth Management, LLC
7,401$389.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Carlson Financial, Inc.
7,237$380.8K0.2%GrowthLowCanby, OR2026-11-05
Bokf, NA
6,729$354.1K0.0%CoreLowTulsa, OK2026-10-27
Principle Wealth Partners LLC
6,550$344.7K0.0%CoreVery LowMadison, CT2026-11-02
Revisor Wealth Management LLC
6,442$343.4K0.1%CoreLowAkron, OH2026-10-20
XY Planning Network, Inc.
5,722$301.1K0.0%ETFLowBozeman, MT2026-10-14
Insight Wealth Partners, LLC
5,424$285.4K0.0%ETFLowPlano, TX2026-10-26
Waldron Private Wealth LLC
5,354$281.7K0.0%ETFVery LowBridgeville, PA2026-11-02
Creative Planning
5,228$275.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Baron Wealth Management LLC
5,212$274.3K0.1%CoreLowTroy, MI2026-10-27
Summit Wealth Group LLC / Co
4,821$253.7K0.0%ETFHighColorado Springs, CO2026-10-29
Fingerlakes Wealth Management, Inc.
4,675$246.0K0.1%ETFVery LowIthaca, NY2026-11-04
B. Riley Wealth Advisors, Inc.
4,564$240.1K0.0%GrowthLowMemphis, TN2026-10-13
Diversify Wealth Management, LLC
3,896$211.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
3,896$211.0K0.0%GrowthLowSandy, UT2026-10-20
Hidden Cove Wealth Management, LLC
3,877$204.0K0.1%GrowthHighBainbridge Island, WA2026-10-19
Citigroup Inc
3,305$173.9K0.0%CoreMediumNew York, NY2026-11-04
GK Wealth Management LLC
3,221$169.5K0.1%GARPVery HighReno, NV2026-10-09
Latitude Advisors, LLC
2,990$157.3K0.0%ETFLowYorkville, IL2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
2,574$135.4K0.2%GrowthMediumIndianapolis, IN2026-10-14
CoreCap Advisors, LLC
2,410$126.8K0.0%ETFMediumSouthfield, MI2026-10-08
Signaturefd, LLC
1,848$97.2K0.0%IndexLowAtlanta, GA2026-10-23
Beacon Investment Advisory Services, Inc.
1,325$69.7K0.0%GrowthLowMorristown, NJ2026-10-13
Pension & Wealth Management Advisors, Inc.
1,283$67.5K0.0%ETFLowWaltham, MA2026-10-16
GHP Investment Advisors, Inc.
1,150$60.5K0.0%CoreVery LowDenver, CO2026-10-15
Arvest Investments, Inc.
1,078$56.7K0.0%ETFLowLowell, AR2026-10-21
EverSource Wealth Advisors, LLC
1,003$52.8K0.0%CoreMediumBirmingham, AL2026-11-04
Signature Equity Partners, LLC
969$51.0K0.0%GrowthMediumColumbus, OH2026-10-29
Ascentis Independent Advisors
923$48.6K0.0%ETFLowDallas, TX2026-11-03
Next Level Wealth Planning, LLC
638$33.6K0.0%ETFVery LowMeridian, ID2026-10-29
NorthAvenue LLC
603$31.7K0.0%ETFVery LowColumbus, OH2026-10-29
Chung Wu Investment Group, LLC
510$26.8K0.0%GrowthMediumSugar Land, TX2026-11-03
Assetmark, Inc
443$23.3K0.0%ETFLowConcord, CA2026-10-21
Manchester Capital Management LLC
418$22.0K0.0%CoreLowManchester, VT2026-10-22
JFS Wealth Advisors, LLC
367$19.3K0.0%ETFVery LowHermitage, PA2026-11-03
Rossby Financial, LCC
360$18.9K0.0%ETFMediumMelbourne, FL2026-11-05
Bare Financial Services, Inc
349$18.4K0.0%ETFVery LowGap, PA2026-11-04
Carolina Wealth Advisors, LLC
316$16.6K0.0%YieldHighMyrtle Beach, SC2026-10-23
Creative Capital Management Investments LLC
238$12.5K0.0%ETFLowSan Diego, CA2026-10-28
Nova Financial LLC
189$9.9K0.0%N/AN/ATucson, AZ2026-11-04
Abound Wealth Management
188$9.9K0.0%ETFVery LowFranklin, TN2026-10-26
Plante Moran Financial Advisors, LLC
176$9.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Lynch Investment Planning, LLC
50$2.6K0.0%ETFLowNewtown Square, PA2026-10-27
Central Pacific Bank - Trust Division
37$1.9K0.0%CoreMediumHonolulu, HI2026-10-06
Beacon Capital Management, Inc.
1$700.0%ETFMediumDayton, OH2026-10-13