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F/M US Treasury 3 Month Bill (TBIL)

CUSIP: 74933W452 | NYSE | 566 institutional holders

Quarters

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

Wealth Enhancement Advisory Services, LLC2,020,932
0.1% of portfolio›$100.8M
Obermeyer Wealth Partners1,732,811
3.4% of portfolio›$86.4M
Commonwealth Equity Services, LLC1,692,708
0.1% of portfolio›$84.4M
Alpine Bank Wealth Management872,100
5.6% of portfolio›$43.5M
Cambridge Investment Research Advisors, Inc.620,692
0.0% of portfolio›$30.9K
Capital Investment Counsel, Inc559,776
3.0% of portfolio›$27.9M
MBL Wealth, LLC523,927
1.6% of portfolio›$26.1M
Sterling Group Wealth Management, LLC463,419
9.0% of portfolio›$23.1M
Kestra Advisory Services, LLC388,760
0.1% of portfolio›$19.4M
Intrua Financial, LLC307,743
1.4% of portfolio›$15.3M
Family Office Research LLC303,655
5.8% of portfolio›$15.1M
Truist Financial Corp213,670
0.0% of portfolio›$10.7M
RFG Advisory, LLC202,601
0.1% of portfolio›$10.1M
Spinnaker Investment Group, LLC193,408
1.5% of portfolio›$9.6M
Creative Planning190,489
0.0% of portfolio›$9.5M
Kingswood Wealth Advisors, LLC162,284
0.3% of portfolio›$8.1M
Revolve Wealth Partners, LLC148,615
0.8% of portfolio›$7.4M
First Heartland Consultants, Inc.141,102
0.5% of portfolio›$7.0M
Clear Creek Financial Management, LLC140,327
0.5% of portfolio›$7.0M
Apella Capital, LLC131,980
0.1% of portfolio›$6.6M
Kestra Private Wealth Services, LLC127,903
0.1% of portfolio›$6.4M
Pinnacle Wealth Management Group, Inc.127,145
2.9% of portfolio›$6.3M
Cypress Capital, LLC116,216
1.5% of portfolio›$5.8M
Avidian Wealth Enterprises, LLC113,913
0.2% of portfolio›$5.7M
KW Wealth Management LLC108,816
4.2% of portfolio›$5.4M
Concurrent Investment Advisors, LLC103,159
0.0% of portfolio›$5.1M
Forum Financial Management, LP101,050
0.1% of portfolio›$5.0M
Farther Finance Advisors, LLC100,829
0.0% of portfolio›$5.0M
Tcfg Investment Advisors, LLC100,447
1.7% of portfolio›$5.0M
Vision Financial Markets LLC93,595
3.6% of portfolio›$4.7M
Davenport & Co LLC92,630
0.0% of portfolio›$4.6M
B. Riley Wealth Advisors, Inc.91,436
0.2% of portfolio›$4.6M
Total Investment Management Inc80,790
0.4% of portfolio›$4.0M
Sage Mountain Advisors LLC78,872
0.2% of portfolio›$3.9M
Wealthcare Advisory Partners LLC78,491
0.1% of portfolio›$3.9M
Formidable Asset Management, LLC73,505
0.5% of portfolio›$3.7M
Global View Capital Management LLC72,638
0.8% of portfolio›$3.6M
Ascentis Independent Advisors66,816
0.2% of portfolio›$3.3M
Verdence Capital Advisors LLC66,429
0.1% of portfolio›$3.3M
Matauro, LLC66,426
0.4% of portfolio›$3.3M
Rockport Wealth LLC58,654
0.5% of portfolio›$2.9M
MGO One Seven LLC56,793
0.0% of portfolio›$2.8M
Mattern Wealth Management LLC56,691
0.5% of portfolio›$2.8M
J.W. Cole Advisors, Inc.56,411
0.0% of portfolio›$2.8M
Independent Financial Group, LLC54,386
0.0% of portfolio›$2.7M
Bright Futures Wealth Management, Llc.52,889
1.8% of portfolio›$2.6M
Parallel Advisors, LLC52,013
0.0% of portfolio›$2.6M
Crew Capital Management, Ltd51,327
1.3% of portfolio›$2.6M
Avail Investment Partners, LLC50,099
1.8% of portfolio›$2.5M
Investment Research Partners LLC50,099
0.8% of portfolio›$2.5M
Transcendent Capital Group LLC47,610
1.0% of portfolio›$2.4M
Apollon Financial, LLC47,479
0.3% of portfolio›$2.4M
Daymark Wealth Partners, LLC47,266
0.1% of portfolio›$2.4M
Lido Advisors, LLC46,281
0.0% of portfolio›$2.3M
Ashton Thomas Private Wealth, LLC46,140
0.0% of portfolio›$2.3M
International Assets Investment Management, LLC45,955
0.1% of portfolio›$2.3M
Balefire, LLC42,400
0.3% of portfolio›$2.1M
Wedbush Securities Inc42,051
0.0% of portfolio›$2.1K
Flagship Harbor Advisors, LLC42,033
0.1% of portfolio›$2.1M
Marshall & Sterling Wealth Advisors Inc.41,181
1.2% of portfolio›$2.1M
Wealth Advisory Solutions, LLC41,119
0.4% of portfolio›$2.0M
Clarus Group, Inc.41,076
0.7% of portfolio›$2.0M
Harbour Capital Advisors, LLC40,180
0.4% of portfolio›$2.0M
Maia Wealth LLC38,450
0.3% of portfolio›$1.9M
Sigma Planning Corp38,390
0.0% of portfolio›$1.9M
Fifth Third Securities, Inc.37,875
0.1% of portfolio›$1.9M
Prairie Advisory, LLC37,626
0.2% of portfolio›$1.9M
Core Wealth Partners LLC34,827
0.7% of portfolio›$1.7M
Redwood Family Wealth LLC34,324
1.5% of portfolio›$1.7M
Parr Mcknight Wealth Management Group, LLC33,859
0.2% of portfolio›$1.7M
Koshinski Asset Management, Inc.31,555
0.1% of portfolio›$1.6M
StoneX Group Inc.27,572
0.1% of portfolio›$1.4M
Ignite Planners, LLC26,631
0.2% of portfolio›$1.3M
Cane Capital Partners, LLC24,845
0.5% of portfolio›$1.2M
AdvisorNet Financial, Inc24,243
0.1% of portfolio›$1.2M
Altfest L J & Co Inc23,106
0.1% of portfolio›$1.2M
Glass Jacobson Investment Advisors llc23,068
0.4% of portfolio›$1.1M
Global Assets Advisory, LLC22,092
0.2% of portfolio›$1.1M
Private Trust Co NA21,391
0.1% of portfolio›$1.1M
KG Capital Management21,283
0.6% of portfolio›$1.1M
Eagle Strategies LLC21,009
0.1% of portfolio›$1.0M
Meridian Wealth Management, LLC20,488
0.0% of portfolio›$1.0M
Flynn Zito Capital Management, LLC20,298
0.3% of portfolio›$1.0M
IFP Advisors, Inc20,215
0.0% of portfolio›$1.0M
Longview Financial Advisors, Inc.19,032
0.5% of portfolio›$948.8K
Cornerstone Wealth Management, LLC16,127
0.0% of portfolio›$803.9K
Latigo Investments, LLC16,013
0.4% of portfolio›$798.2K
Spire Wealth Management15,192
0.0% of portfolio›$757.3K
Trilogy Capital Inc.14,785
0.0% of portfolio›$737.0K
Trinity Wealth Management, LLC14,600
0.2% of portfolio›$727.8K
Fell Capital Management14,600
0.6% of portfolio›$727.8K
Boyum Wealth Architects LLC14,385
0.3% of portfolio›$717.5K
Royal Fund Management, LLC14,314
0.1% of portfolio›$713.6K
Park Edge Advisors, LLC13,969
0.1% of portfolio›$696.4K
Saxon Interests, Inc.13,752
0.2% of portfolio›$685.5K
Valtinson Bruner Financial Planning LLC13,050
0.2% of portfolio›$650.6K
Vontobel Holding Ltd.13,000
0.0% of portfolio›$648.1K
WMG Financial Advisors, LLC12,356
0.2% of portfolio›$616.1K
EverSource Wealth Advisors, LLC11,253
0.0% of portfolio›$560.9K
Perigon Wealth Management, LLC11,219
0.0% of portfolio›$559.3K
Dynamic Advisor Solutions LLC11,000
0.0% of portfolio›$548.4K
Briggs Wealth Management, Inc10,892
0.5% of portfolio›$543.0K
Encompass More Asset Management10,492
0.1% of portfolio›$523.0K
Elmwood Wealth Management, Inc.10,315
0.1% of portfolio›$514.2K
Strong Tower Advisory Services9,943
0.1% of portfolio›$495.7K
CX Institutional9,504
0.0% of portfolio›$474
Golden State Wealth Management, LLC9,271
0.0% of portfolio›$462.2K
KPP Advisory Services LLC9,143
0.1% of portfolio›$455.8K
Outlook Wealth Advisors, LLC9,118
0.1% of portfolio›$454.6K
Financial Guidance Group, Inc.8,900
0.2% of portfolio›$443.7K
Westside Investment Management, Inc.8,750
0.1% of portfolio›$436.2K
Opal Wealth Advisors, LLC8,741
0.1% of portfolio›$435.8K
Aviance Capital Partners, LLC8,654
0.0% of portfolio›$431.4K
Samalin Investment Counsel, LLC8,300
0.1% of portfolio›$413.8K
Axxcess Wealth Management, LLC8,227
0.0% of portfolio›$410.1K
Oppenheimer & Co Inc8,202
0.0% of portfolio›$408.9K
Cassilly Financial Group LLC8,101
0.3% of portfolio›$403.8K
Integras Partners LLC7,741
0.2% of portfolio›$385.9K
Castle Rock Wealth Management, LLC7,689
0.1% of portfolio›$383.6K
RED Crane Wealth Management, LLC7,506
0.3% of portfolio›$374.2K
Hofer & Associates. Inc7,506
0.3% of portfolio›$374.2K
Roxbury Financial LLC7,482
0.3% of portfolio›$373.0K
Annex Advisory Services, LLC6,799
0.0% of portfolio›$338.9K
Capital Square, LLC6,625
0.1% of portfolio›$330.3K
Williams Jones Wealth Management, Llc.6,400
0.0% of portfolio›$319.0K
Acorn Financial Advisory Services Inc6,256
0.0% of portfolio›$311.9K
Five Pine Wealth Management6,194
0.2% of portfolio›$308.8K
Wealth Alliance Advisory Group, LLC6,007
0.0% of portfolio›$299.5K
Simon Quick Advisors, LLC5,859
0.0% of portfolio›$292.1K
Latitude Advisors, LLC5,813
0.1% of portfolio›$289.8K
Financial Planning Hawaii, Inc.5,639
0.2% of portfolio›$281.1K
Barrett & Company, Inc.5,509
0.1% of portfolio›$274.6K
Sky Investment Group LLC5,500
0.0% of portfolio›$274.2K
Castleview Partners, LLC5,460
0.1% of portfolio›$272.2K
Sunpointe, LLC5,413
0.1% of portfolio›$269.8K
Venture Visionary Partners LLC5,402
0.0% of portfolio›$269.3K
Crown Wealth Group, LLC5,266
0.1% of portfolio›$262.5K
Uptick Partners, LLC5,242
0.0% of portfolio›$261.3K
Centerpoint Advisory Group5,215
0.2% of portfolio›$260.0K
US Bancorp \de\5,095
0.0% of portfolio›$254.0K
Cornerstone Wealth Group, LLC5,013
0.0% of portfolio›$249.9K
Occidental Asset Management, LLC5,000
0.0% of portfolio›$249.3K
Sunrise Financial Services, LLC4,992
0.1% of portfolio›$248.9K
Atria Investments, Inc4,894
0.0% of portfolio›$244.0K
Apollon Wealth Management, LLC4,331
0.0% of portfolio›$215.9K
Elevation Wealth Management LLC4,269
0.1% of portfolio›$212.8K
Center for Financial Planning, Inc.3,964
0.0% of portfolio›$197.6K
Next Level Wealth Planning, LLC3,030
0.1% of portfolio›$151.0K
S.A. Mason LLC2,475
0.0% of portfolio›$123.4K
Creative Financial Designs Inc719
0.0% of portfolio›$35.8K
Harbor Investment Advisory, LLC600
0.0% of portfolio›$29.9K
Compass Financial Management LLC500
0.0% of portfolio›$24.9K
CoreCap Advisors, LLC480
0.0% of portfolio›$23.9K
Tsfg, LLC438
0.0% of portfolio›$22
Rossby Financial, LCC333
0.0% of portfolio›$16.6K
TD Waterhouse Canada Inc.245
0.0% of portfolio›$12.2K
Nemes Rush Group LLC230
0.0% of portfolio›$11.5K
NorthAvenue LLC220
0.0% of portfolio›$11.0K
Elevated Capital Advisors, LLC80
0.0% of portfolio›$4.0K
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$108
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$997.0K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
2,020,932$100.8M0.1%CoreLowPlymouth, MN2026-10-13
Obermeyer Wealth Partners
1,732,811$86.4M3.4%GrowthLowAspen, CO2026-10-21
Commonwealth Equity Services, LLC
1,692,708$84.4M0.1%ETFLowWaltham, MA2026-11-02
Alpine Bank Wealth Management
872,100$43.5M5.6%ETFHighGrand Junction, CO2026-10-16
Cambridge Investment Research Advisors, Inc.
620,692$30.9K0.0%ETFLowFairfield, IA2026-11-02
Capital Investment Counsel, Inc
559,776$27.9M3.0%GrowthVery LowRaleigh, NC2026-10-20
MBL Wealth, LLC
523,927$26.1M1.6%ETFLowCharlotte, NC2026-10-22
Sterling Group Wealth Management, LLC
463,419$23.1M9.0%ETFLowPasadena, CA2026-11-03
Kestra Advisory Services, LLC
388,760$19.4M0.1%CoreLowAustin, TX2026-11-02
Intrua Financial, LLC
307,743$15.3M1.4%ETFMediumHouston, TX2026-10-28
Family Office Research LLC
303,655$15.1M5.8%ETFLowBethesda, MD2026-10-14
Truist Financial Corp
213,670$10.7M0.0%CoreLowCharlotte, NC2026-10-30
RFG Advisory, LLC
202,601$10.1M0.1%ETFMediumBirmingham, AL2026-11-03
Spinnaker Investment Group, LLC
193,408$9.6M1.5%ETFLowNewport Beach, CA2026-10-13
Creative Planning
190,489$9.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Kingswood Wealth Advisors, LLC
162,284$8.1M0.3%GrowthLowSan Diego, CA2026-10-23
Revolve Wealth Partners, LLC
148,615$7.4M0.8%ETFVery LowHackensack, NJ2026-10-23
First Heartland Consultants, Inc.
141,102$7.0M0.5%ETFMediumLake St. Louis, MO2026-10-08
Clear Creek Financial Management, LLC
140,327$7.0M0.5%ETFMediumSilverdale, WA2026-10-28
Apella Capital, LLC
131,980$6.6M0.1%ETFVery LowWest Hartford, CT2026-10-08
Kestra Private Wealth Services, LLC
127,903$6.4M0.1%GrowthLowAustin, TX2026-10-30
Pinnacle Wealth Management Group, Inc.
127,145$6.3M2.9%ETFMediumPlymouth, MI2026-10-15
Cypress Capital, LLC
116,216$5.8M1.5%ETFMediumFranklin, TN2026-10-20
Avidian Wealth Enterprises, LLC
113,913$5.7M0.2%ETFLowHouston, TX2026-10-08
KW Wealth Management LLC
108,816$5.4M4.2%CoreVery LowSacramento, CA2026-10-28
Concurrent Investment Advisors, LLC
103,159$5.1M0.0%GrowthMediumTampa, FL2026-10-16
Forum Financial Management, LP
101,050$5.0M0.1%ETFLowLombard, IL2026-10-16
Farther Finance Advisors, LLC
100,829$5.0M0.0%IndexLowSan Francisco, CA2026-10-08
Tcfg Investment Advisors, LLC
100,447$5.0M1.7%GrowthMediumLaguna Niguel, CA2026-10-20
Vision Financial Markets LLC
93,595$4.7M3.6%CoreLowStamford, CT2026-10-22
Davenport & Co LLC
92,630$4.6M0.0%CoreMediumRichmond, VA2026-10-14
B. Riley Wealth Advisors, Inc.
91,436$4.6M0.2%GrowthLowMemphis, TN2026-10-13
Total Investment Management Inc
80,790$4.0M0.4%ETFLowScottsdale, AZ2026-10-22
Sage Mountain Advisors LLC
78,872$3.9M0.2%ETFLowAtlanta, GA2026-11-02
Wealthcare Advisory Partners LLC
78,491$3.9M0.1%ETFLowWest Chester, PA2026-10-21
Formidable Asset Management, LLC
73,505$3.7M0.5%CoreLowCincinnati, OH2026-11-03
Global View Capital Management LLC
72,638$3.6M0.8%ETFHighWaukesha, WI2026-10-28
Ascentis Independent Advisors
66,816$3.3M0.2%ETFLowDallas, TX2026-11-03
Verdence Capital Advisors LLC
66,429$3.3M0.1%CoreMediumHunt Valley, MD2026-10-26
Matauro, LLC
66,426$3.3M0.4%ETFLowNew York, NY2026-11-03
Rockport Wealth LLC
58,654$2.9M0.5%ETFMediumFairview Park, OH2026-11-03
MGO One Seven LLC
56,793$2.8M0.0%GrowthLowBeachwood, OH2026-10-28
Mattern Wealth Management LLC
56,691$2.8M0.5%ETFVery LowLawrence, KS2026-11-04
J.W. Cole Advisors, Inc.
56,411$2.8M0.0%IndexLowTampa, FL2026-11-05
Independent Financial Group, LLC
54,386$2.7M0.0%GrowthLowSan Diego, CA2026-10-13
Bright Futures Wealth Management, Llc.
52,889$2.6M1.8%CoreHighWebster, Ny 14580, NY2026-10-23
Parallel Advisors, LLC
52,013$2.6M0.0%IndexLowSan Francisco, CA2026-11-03
Crew Capital Management, Ltd
51,327$2.6M1.3%GrowthMediumCincinnati, OH2026-10-28
Avail Investment Partners, LLC
50,099$2.5M1.8%CoreMediumLemont, PA2026-10-16
Investment Research Partners LLC
50,099$2.5M0.8%CoreLowLemont, PA2026-10-19
Transcendent Capital Group LLC
47,610$2.4M1.0%ETFMediumEdmond, OK2026-10-28
Apollon Financial, LLC
47,479$2.4M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Daymark Wealth Partners, LLC
47,266$2.4M0.1%CoreLowCincinnati, OH2026-11-04
Lido Advisors, LLC
46,281$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Ashton Thomas Private Wealth, LLC
46,140$2.3M0.0%CoreMediumScottsdale, AZ2026-11-03
International Assets Investment Management, LLC
45,955$2.3M0.1%CoreVery HighOrlando, FL2026-11-02
Balefire, LLC
42,400$2.1M0.3%ETFMediumDallas, TX2026-10-09
Wedbush Securities Inc
42,051$2.1K0.0%CoreLowPasadena, CA2026-10-22
Flagship Harbor Advisors, LLC
42,033$2.1M0.1%ETFMediumBoston, MA2026-10-26
Marshall & Sterling Wealth Advisors Inc.
41,181$2.1M1.2%ETFMediumPoughkeepsie, NY2026-10-28
Wealth Advisory Solutions, LLC
41,119$2.0M0.4%ETFLowZionsville, IN2026-10-20
Clarus Group, Inc.
41,076$2.0M0.7%ETFLowHouston, TX2026-10-21
Harbour Capital Advisors, LLC
40,180$2.0M0.4%GrowthLowTysons Corner, VA2026-10-13
Maia Wealth LLC
38,450$1.9M0.3%ETFMediumDenver, CO2026-10-19
Sigma Planning Corp
38,390$1.9M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Fifth Third Securities, Inc.
37,875$1.9M0.1%ETFLowCincinnati, OH2026-10-21
Prairie Advisory, LLC
37,626$1.9M0.2%ETFN/ALeawood, KS2026-10-19
Core Wealth Partners LLC
34,827$1.7M0.7%GrowthLowSanta Rosa, CA2026-11-02
Redwood Family Wealth LLC
34,324$1.7M1.5%GrowthLowPlano, TX2026-10-20
Parr Mcknight Wealth Management Group, LLC
33,859$1.7M0.2%CoreMediumMinneapolis, MN2026-10-30
Koshinski Asset Management, Inc.
31,555$1.6M0.1%ETFLowDecatur, IL2026-10-29
StoneX Group Inc.
27,572$1.4M0.1%ETFMediumNew York, NY2026-11-03
Ignite Planners, LLC
26,631$1.3M0.2%CoreLowSan Clemente, CA2026-10-14
Cane Capital Partners, LLC
24,845$1.2M0.5%GrowthMediumSt Francisville, LA2026-10-23
AdvisorNet Financial, Inc
24,243$1.2M0.1%ETFLowMinnetonka, MN2026-10-15
Altfest L J & Co Inc
23,106$1.2M0.1%ETFHighNew York, NY2026-10-27
Glass Jacobson Investment Advisors llc
23,068$1.1M0.4%ETFLowOwings Mills, MD2026-10-26
Global Assets Advisory, LLC
22,092$1.1M0.2%GrowthHighOrlando, FL2026-10-28
Private Trust Co NA
21,391$1.1M0.1%CoreLowCleveland, OH2026-10-20
KG Capital Management
21,283$1.1M0.6%CoreLowSt. Francisville, LA2026-10-15
Eagle Strategies LLC
21,009$1.0M0.1%ETFLowNew York, NY2026-10-16
Meridian Wealth Management, LLC
20,488$1.0M0.0%GrowthLowLexington, KY2026-11-05
Flynn Zito Capital Management, LLC
20,298$1.0M0.3%ETFLowGarden City, NY2026-11-04
IFP Advisors, Inc
20,215$1.0M0.0%GrowthLowTampa, FL2026-10-16
Longview Financial Advisors, Inc.
19,032$948.8K0.5%ETFVery LowHuntsville, AL2026-10-09
Cornerstone Wealth Management, LLC
16,127$803.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
Latigo Investments, LLC
16,013$798.2K0.4%ETFVery LowFort Lauderdale, FL2026-10-29
Spire Wealth Management
15,192$757.3K0.0%GrowthMediumMclean, VA2026-10-30
Trilogy Capital Inc.
14,785$737.0K0.0%ETFMediumIrvine, CA2026-10-20
Trinity Wealth Management, LLC
14,600$727.8K0.2%ETFMediumBerwyn, PA2026-10-13
Fell Capital Management
14,600$727.8K0.6%CoreLowNewport Beach, CA2026-10-09
Boyum Wealth Architects LLC
14,385$717.5K0.3%ETFLowBloomington, MN2026-10-06
Royal Fund Management, LLC
14,314$713.6K0.1%GrowthMediumLady Lake, FL2026-10-22
Park Edge Advisors, LLC
13,969$696.4K0.1%CoreMediumCleveland, OH2026-10-28
Saxon Interests, Inc.
13,752$685.5K0.2%ETFMediumHouston, TX2026-10-26
Valtinson Bruner Financial Planning LLC
13,050$650.6K0.2%ETFLowNew Brighton, MN2026-11-02
Vontobel Holding Ltd.
13,000$648.1K0.0%CoreMediumZurich, Switzerland2026-10-16
WMG Financial Advisors, LLC
12,356$616.1K0.2%ETFLowKnoxville, TN2026-10-28
EverSource Wealth Advisors, LLC
11,253$560.9K0.0%CoreMediumBirmingham, AL2026-11-04
Perigon Wealth Management, LLC
11,219$559.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Dynamic Advisor Solutions LLC
11,000$548.4K0.0%ETFLowPhoenix, AZ2026-10-13
Briggs Wealth Management, Inc
10,892$543.0K0.5%ETFLowGlastonbury, CT2026-10-26
Encompass More Asset Management
10,492$523.0K0.1%ETFHighDanville, CA2026-10-16
Elmwood Wealth Management, Inc.
10,315$514.2K0.1%ETFLowBerkeley, CA2026-10-14
Strong Tower Advisory Services
9,943$495.7K0.1%CoreMediumMinneapolis, MN2026-10-13
CX Institutional
9,504$4740.0%CoreMediumAuburn, IN2026-10-02
Golden State Wealth Management, LLC
9,271$462.2K0.0%ETFMediumSanta Ana, CA2026-11-02
KPP Advisory Services LLC
9,143$455.8K0.1%GrowthMediumLouisville, KY2026-10-26
Outlook Wealth Advisors, LLC
9,118$454.6K0.1%ETFMediumShenandoah, TX2026-10-28
Financial Guidance Group, Inc.
8,900$443.7K0.2%ETFVery LowPalm Harbor, FL2026-10-21
Westside Investment Management, Inc.
8,750$436.2K0.1%GrowthLowSanta Monica, CA2026-11-02
Opal Wealth Advisors, LLC
8,741$435.8K0.1%ETFLowJericho, NY2026-10-16
Aviance Capital Partners, LLC
8,654$431.4K0.0%CoreLowNaples, FL2026-10-29
Samalin Investment Counsel, LLC
8,300$413.8K0.1%YieldMediumChappaqua, NY2026-10-23
Axxcess Wealth Management, LLC
8,227$410.1K0.0%CoreLowCarlsbad, CA2026-10-21
Oppenheimer & Co Inc
8,202$408.9K0.0%CoreLowNew York, NY2026-10-26
Cassilly Financial Group LLC
8,101$403.8K0.3%ETFLowSeverna Park, MD2026-10-07
Integras Partners LLC
7,741$385.9K0.2%CoreLowAlpharetta, GA2026-10-30
Castle Rock Wealth Management, LLC
7,689$383.6K0.1%GrowthMediumWalnut Creek, CA2026-10-09
RED Crane Wealth Management, LLC
7,506$374.2K0.3%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
7,506$374.2K0.3%ETFHighThousand Oaks, CA2026-10-13
Roxbury Financial LLC
7,482$373.0K0.3%CoreVery LowMount Arlington, NJ2026-10-01
Annex Advisory Services, LLC
6,799$338.9K0.0%GrowthHighBrookfield, WI2026-10-16
Capital Square, LLC
6,625$330.3K0.1%YieldMediumAthens, TN2026-10-19
Williams Jones Wealth Management, Llc.
6,400$319.0K0.0%GrowthLowNew York, NY2026-11-05
Acorn Financial Advisory Services Inc
6,256$311.9K0.0%ETFMediumReston, VA2026-11-02
Five Pine Wealth Management
6,194$308.8K0.2%ETFVery LowCoeur D Alene, ID2026-10-20
Wealth Alliance Advisory Group, LLC
6,007$299.5K0.0%CoreLowWichita, KS2026-10-14
Simon Quick Advisors, LLC
5,859$292.1K0.0%ETFLowMorristown, NJ2026-10-26
Latitude Advisors, LLC
5,813$289.8K0.1%ETFLowYorkville, IL2026-10-27
Financial Planning Hawaii, Inc.
5,639$281.1K0.2%CoreVery LowHonolulu, HI2026-10-13
Barrett & Company, Inc.
5,509$274.6K0.1%ETFLowProvidence, RI2026-10-22
Sky Investment Group LLC
5,500$274.2K0.0%CoreVery LowHartford, CT2026-10-30
Castleview Partners, LLC
5,460$272.2K0.1%CoreMediumDallas, TX2026-10-09
Sunpointe, LLC
5,413$269.8K0.1%GrowthMediumSt. Louis, MO2026-10-22
Venture Visionary Partners LLC
5,402$269.3K0.0%CoreLowSylvania, OH2026-10-07
Crown Wealth Group, LLC
5,266$262.5K0.1%ETFMediumCharlotte, NC2026-10-19
Uptick Partners, LLC
5,242$261.3K0.0%ETFLowNacogdoches, TX2026-11-04
Centerpoint Advisory Group
5,215$260.0K0.2%ETFLowOverland Park, KS2026-10-23
US Bancorp \de\
5,095$254.0K0.0%IndexLowMinneapolis, MN2026-11-05
Cornerstone Wealth Group, LLC
5,013$249.9K0.0%CoreMediumHuntersville, NC2026-11-02
Occidental Asset Management, LLC
5,000$249.3K0.0%GrowthLowBurlingame, CA2026-11-05
Sunrise Financial Services, LLC
4,992$248.9K0.1%ETFMediumBurien, WA2026-10-21
Atria Investments, Inc
4,894$244.0K0.0%CoreMediumCharlotte, NC2026-10-15
Apollon Wealth Management, LLC
4,331$215.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Elevation Wealth Management LLC
4,269$212.8K0.1%Agg GrowthLowEden Prairie, MN2026-11-02
Center for Financial Planning, Inc.
3,964$197.6K0.0%ETFLowSouthfied, MI2026-10-26
Next Level Wealth Planning, LLC
3,030$151.0K0.1%ETFVery LowMeridian, ID2026-10-29
S.A. Mason LLC
2,475$123.4K0.0%GrowthVery LowHolland, MI2026-10-13
Creative Financial Designs Inc
719$35.8K0.0%ETFMediumKokomo, IN2026-11-04
Harbor Investment Advisory, LLC
600$29.9K0.0%GrowthLowLutherville, MD2026-10-13
Compass Financial Management LLC
500$24.9K0.0%CoreN/ATampa, FL2026-10-30
CoreCap Advisors, LLC
480$23.9K0.0%ETFMediumSouthfield, MI2026-10-08
Tsfg, LLC
438$220.0%ETFLowLake Forest, IL2026-10-23
Rossby Financial, LCC
333$16.6K0.0%ETFMediumMelbourne, FL2026-11-05
TD Waterhouse Canada Inc.
245$12.2K0.0%CoreLowToronto, Australia2026-10-16
Nemes Rush Group LLC
230$11.5K0.0%CoreVery LowNovi, MI2026-11-04
NorthAvenue LLC
220$11.0K0.0%ETFVery LowColumbus, OH2026-10-29
Elevated Capital Advisors, LLC
80$4.0K0.0%ETFMediumSandy, UT2026-11-04
Dhjj Financial Advisors, Ltd.
2$1080.0%ETFVery LowNaperville, IL2026-10-23
Prairie Wealth Advisors, Inc.
0$997.0K0.2%CoreVery LowOmaha, NE2026-10-29