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Neos S&P 500 High Income ETF (SPYI)

CUSIP: 78433H303 | NYSE | 619 institutional holders

Quarters

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

Gradient Investments LLC1,095,332
0.8% of portfolio›$58.2M
Howard Capital Management, LLC1,073,896
0.7% of portfolio›$57.1M
Foguth Wealth Management, Llc.1,068,488
5.8% of portfolio›$57.0M
Hennion & Walsh Asset Management, Inc.915,241
1.4% of portfolio›$48.7M
Madden Securities Corp525,946
7.4% of portfolio›$28.0M
Kestra Advisory Services, LLC394,507
0.1% of portfolio›$21.0M
Farther Finance Advisors, LLC310,827
0.1% of portfolio›$16.5M
Capital Investment Advisory Services, LLC281,726
0.9% of portfolio›$15.0M
HUB Investment Partners, LLC278,546
0.3% of portfolio›$14.8M
Cambridge Investment Research Advisors, Inc.235,577
0.0% of portfolio›$12.5K
Chung Wu Investment Group, LLC230,255
9.0% of portfolio›$12.2M
Prevail Innovative Wealth Advisors, LLC226,736
1.6% of portfolio›$12.2M
Independent Financial Group, LLC216,029
0.2% of portfolio›$11.5M
Marshall & Sterling Wealth Advisors Inc.204,950
6.2% of portfolio›$10.9M
Centurion Wealth Management LLC193,155
2.5% of portfolio›$10.3M
Apollon Wealth Management, LLC183,214
0.1% of portfolio›$9.7M
Indivisible Partners180,557
0.4% of portfolio›$9.6M
Steele Capital Management, Inc.176,865
0.3% of portfolio›$9.4M
MGO One Seven LLC176,817
0.2% of portfolio›$9.4M
Sentinel Advisory Group, LLC174,732
3.8% of portfolio›$9.3M
RiverTree Advisors, LLC156,508
5.0% of portfolio›$8.3M
Commonwealth Equity Services, LLC148,830
0.0% of portfolio›$7.9M
Palacios Wealth Management, LLC136,076
3.9% of portfolio›$7.2M
SteelPeak Wealth, LLC132,236
0.2% of portfolio›$7.0M
Integrity Wealth Partners, LLC131,943
5.4% of portfolio›$7.0M
Principal Financial Group Inc126,591
0.0% of portfolio›$6.7M
Capital Investment Advisors, LLC122,669
0.1% of portfolio›$6.5M
RFG Advisory, LLC120,264
0.1% of portfolio›$6.4M
Mid-American Wealth Advisory Group, Inc.114,376
2.1% of portfolio›$6.1M
Park Avenue Securities LLC112,158
0.0% of portfolio›$6.0K
Independence Wealth Advisors, LLC111,430
2.8% of portfolio›$5.9M
Truist Financial Corp110,280
0.0% of portfolio›$5.9M
Prota Financial, LLC109,917
3.7% of portfolio›$5.9M
HBW Advisory Services LLC101,319
0.5% of portfolio›$5.4M
International Assets Investment Management, LLC100,491
0.3% of portfolio›$5.4M
Sound Income Strategies, LLC99,714
0.2% of portfolio›$5.4M
Gainplan LLC97,078
2.0% of portfolio›$5.2M
Fullerton Advisors, LLC97,055
4.8% of portfolio›$5.2M
Milestone Asset Management, LLC96,105
0.8% of portfolio›$5.1M
StoneCrest Wealth Management, Inc.94,962
1.6% of portfolio›$5.0M
Wealth Enhancement Advisory Services, LLC88,450
0.0% of portfolio›$4.8M
Moran Wealth Management, LLC86,701
0.1% of portfolio›$4.6M
Nfsg Corp83,626
0.5% of portfolio›$4.4M
High Net Worth Advisory Group LLC82,418
0.9% of portfolio›$4.4M
Oppenheimer & Co Inc81,431
0.0% of portfolio›$4.3M
Avidian Wealth Enterprises, LLC80,926
0.1% of portfolio›$4.3M
Unique Wealth, LLC76,006
0.5% of portfolio›$4.0M
Simplicity Wealth,LLC73,937
0.1% of portfolio›$3.9M
Investment Partners Asset Management, Inc.73,813
2.1% of portfolio›$3.9M
Herbst Group, LLC73,019
2.2% of portfolio›$3.9M
Capital Planning LLC66,382
0.9% of portfolio›$3.5M
Timothy G. Youngquist 2020 Irrevocable Trust65,379
0.7% of portfolio›$3.5M
Diversify Advisory Services, LLC64,776
0.1% of portfolio›$3.5M
Diversify Wealth Management, LLC64,776
0.1% of portfolio›$3.5M
Brookstone Capital Management60,604
0.0% of portfolio›$3.2M
Ellis Investment Partners, LLC60,320
0.5% of portfolio›$3.2M
Bauman Advisory Group, LLC59,422
1.6% of portfolio›$3.2M
Kestra Private Wealth Services, LLC59,054
0.0% of portfolio›$3.1M
Guardian Financial Partners, LLC58,606
1.2% of portfolio›$3.1M
Scott Capital Advisors, LLC58,118
0.5% of portfolio›$3.1M
Sigma Planning Corp58,104
0.1% of portfolio›$3.1M
Triumph Capital Management57,386
0.5% of portfolio›$3.1M
PFG Advisors56,677
0.2% of portfolio›$3.0M
3Edge Asset Management, LP56,528
0.1% of portfolio›$3.0M
Sowell Financial Services LLC55,073
0.1% of portfolio›$2.9M
Verus Capital Partners, LLC54,941
0.2% of portfolio›$2.9M
Kingswood Wealth Advisors, LLC52,865
0.1% of portfolio›$2.8M
LightSquare Wealth Management, LLC51,187
1.8% of portfolio›$2.7M
New Wave Wealth Advisors LLC50,647
0.7% of portfolio›$2.7M
Brown, Lisle Ings, Inc.50,510
0.6% of portfolio›$2.7M
Concurrent Investment Advisors, LLC48,131
0.0% of portfolio›$2.6M
Legacy Capital Wealth Partners, LLC47,570
0.5% of portfolio›$2.5M
Prospera Financial Services Inc46,569
0.0% of portfolio›$2.4M
Grantvest Financial Group LLC46,391
1.4% of portfolio›$2.5M
Puff Wealth Management, LLC42,094
2.1% of portfolio›$2.2M
Plan Group Financial, LLC40,700
0.4% of portfolio›$2.2M
Intelligence Driven Advisers, LLC38,503
0.4% of portfolio›$2.0M
Patten Group, Inc.38,182
0.3% of portfolio›$2.0M
Alkeme Wealth, LLC37,390
0.7% of portfolio›$2.0M
Axxcess Wealth Management, LLC37,161
0.1% of portfolio›$2.0M
Cascade Investment Group, Inc.34,718
1.0% of portfolio›$1.8M
Paladin Wealth, LLC33,229
1.0% of portfolio›$1.8M
Cap Partners, LLC32,801
0.8% of portfolio›$1.7M
PDS Planning, Inc31,815
0.1% of portfolio›$1.7M
Private Trust Co NA31,262
0.1% of portfolio›$1.7M
Intrua Financial, LLC29,932
0.1% of portfolio›$1.6M
Bay Capital Advisors, LLC29,532
0.8% of portfolio›$1.6M
Studio Investment Management LLC29,052
0.3% of portfolio›$1.5M
Sheets Smith Wealth Management28,283
0.2% of portfolio›$1.5M
Weaver Consulting Group27,775
0.3% of portfolio›$1.5M
Oppenheimer Asset Management Inc.26,996
0.0% of portfolio›$1.4M
Lewis Asset Management, LLC26,867
0.5% of portfolio›$1.4M
Latitude Advisors, LLC26,158
0.4% of portfolio›$1.4M
Strategic Blueprint, LLC26,148
0.1% of portfolio›$1.4M
BCS Wealth Management25,739
0.2% of portfolio›$1.4M
Citizens Financial Group Inc24,482
0.0% of portfolio›$1.3M
Clear Creek Financial Management, LLC24,315
0.1% of portfolio›$1.3M
Key Client Fiduciary Advisors, LLC24,191
0.4% of portfolio›$1.3M
Creative Planning24,084
0.0% of portfolio›$1.3M
Quartz Partners, LLC23,516
0.4% of portfolio›$1.3M
SBI Securities Co., Ltd.22,142
0.0% of portfolio›$1.2M
Almanack Investment Partners, Llc.21,782
0.1% of portfolio›$1.2M
MBL Wealth, LLC21,700
0.1% of portfolio›$1.2M
Vann Equity Management LLC21,637
0.7% of portfolio›$1.2M
Clay Northam Wealth Management, LLC20,649
0.5% of portfolio›$1.1M
Robertson Stephens Wealth Management, LLC20,641
0.0% of portfolio›$1.1M
Aprio Wealth Management, LLC20,452
0.0% of portfolio›$1.1M
Certior Financial Group, LLC20,450
0.6% of portfolio›$1.1M
Elco Management Co., LLC19,825
0.5% of portfolio›$1.1M
Compass Financial Management LLC19,819
0.1% of portfolio›$1.1M
Traynor Capital Management, Inc.19,734
0.0% of portfolio›$1.0M
Soltis Investment Advisors LLC19,701
0.0% of portfolio›$1.0M
Heck Capital Advisors, LLC19,695
0.1% of portfolio›$1.0M
PMG Family Office LLC19,526
1.0% of portfolio›$1.0M
Scheeler Financial LLC19,516
0.8% of portfolio›$1.0M
Lido Advisors, LLC19,213
0.0% of portfolio›$1.0M
CoreCap Advisors, LLC19,151
0.0% of portfolio›$1.0M
Balboa Wealth Partners18,563
0.1% of portfolio›$987.0K
Walkner Condon Financial Advisors LLC18,327
0.1% of portfolio›$974.4K
Rockwood Wealth Management, LLC18,291
0.1% of portfolio›$972.5K
Capital Wealth Alliance, LLC18,123
0.4% of portfolio›$963.6K
Provenance Wealth Advisors, LLC17,987
0.1% of portfolio›$956.4K
Discipline Wealth Solutions, LLC17,978
0.1% of portfolio›$955.9K
Dynamic Advisor Solutions LLC17,977
0.0% of portfolio›$955.8K
Claro Advisors Inc.17,375
0.1% of portfolio›$923.8K
Wedbush Securities Inc17,233
0.0% of portfolio›$916
IFP Advisors, Inc16,796
0.0% of portfolio›$893.0K
M Holdings Securities, Inc.16,727
0.0% of portfolio›$880
Entrewealth, LLC16,709
0.3% of portfolio›$888.4K
Kaizen Financial Strategies16,521
0.3% of portfolio›$878.4K
Tactive Advisors, LLC16,483
0.2% of portfolio›$876.4K
Oakworth Capital, Inc.16,368
0.0% of portfolio›$870.3K
Flagship Harbor Advisors, LLC16,195
0.0% of portfolio›$861.1K
StoneX Group Inc.16,183
0.0% of portfolio›$860.4K
Wespac Advisors, LLC16,150
0.4% of portfolio›$858.7K
Jericho Financial, LLP15,770
0.4% of portfolio›$838.5K
Magnus Financial Group LLC15,693
0.1% of portfolio›$834.4K
Flagstar Securities, Inc15,668
0.3% of portfolio›$833.1K
Choreo, LLC15,483
0.0% of portfolio›$823.3K
Oregon Pacific Wealth Management, LLC15,367
0.8% of portfolio›$817.1K
Virtue Capital Management, LLC15,209
0.1% of portfolio›$808.7K
Patriot Financial Group Insurance Agency, LLC15,142
0.1% of portfolio›$805.1K
Bluedoor Private Wealth, LLC15,106
0.3% of portfolio›$803.2K
Wealthcare Advisory Partners LLC14,507
0.0% of portfolio›$771.3K
Atlas Private Wealth Advisors13,895
0.2% of portfolio›$738.8K
MSH Capital Advisors LLC13,575
0.1% of portfolio›$721.8K
Teamwork Financial Advisors, LLC13,529
0.1% of portfolio›$719.3K
SeaCrest Wealth Management, LLC12,981
0.1% of portfolio›$690.2K
Meridian Wealth Management, LLC12,639
0.0% of portfolio›$672.0K
TrustBank12,220
0.2% of portfolio›$649.7K
PVG Asset Management Corp12,025
0.4% of portfolio›$639.4K
Cherry Creek Investment Advisors, Inc.11,760
0.2% of portfolio›$625.3K
World Equity Group, Inc.11,676
0.3% of portfolio›$620.8K
Integrated Advisors Network LLC11,660
0.0% of portfolio›$620.0K
Silverlake Wealth Management LLC11,610
0.1% of portfolio›$617.3K
Cornerstone Wealth Management, LLC11,420
0.0% of portfolio›$607.2K
Accel Wealth Management10,984
0.1% of portfolio›$584.0K
Griffin Asset Management, Inc.10,878
0.1% of portfolio›$578.4K
Atria Investments, Inc10,724
0.0% of portfolio›$570.2K
Worth Asset Management, LLC10,300
0.2% of portfolio›$547.7K
Vise Technologies, Inc.10,231
0.0% of portfolio›$544.0K
Voisard Asset Management Group, Inc.10,203
0.1% of portfolio›$542.5K
Blueprint Investment Partners LLC10,157
0.0% of portfolio›$540.0K
Eclectic Associates Inc10,080
0.1% of portfolio›$535.9K
Spinnaker Investment Group, LLC10,011
0.1% of portfolio›$532.3K
Seros Financial, LLC9,943
0.3% of portfolio›$528.7K
Three Magnolias Financial Advisors, LLC9,784
0.3% of portfolio›$520.2K
Larson Financial Group LLC9,685
0.0% of portfolio›$514.9K
Redwood Family Wealth LLC9,606
0.5% of portfolio›$510.7K
Triad Wealth Partners, LLC9,317
0.0% of portfolio›$495.4K
Rockport Wealth LLC9,112
0.1% of portfolio›$484.5K
Encompass More Asset Management8,967
0.1% of portfolio›$476.8K
VestGen Advisors, LLC8,935
0.0% of portfolio›$475.1K
Financial Management Network Inc8,545
0.1% of portfolio›$458.0K
Chicago Partners Investment Group LLC8,540
0.0% of portfolio›$449.6K
Ergawealth Advisors, Inc.8,529
0.2% of portfolio›$453.5K
Synergy Asset Management, LLC8,469
0.0% of portfolio›$450.3K
Atticus Wealth Management, LLC8,449
0.1% of portfolio›$449.3K
Integrity Alliance, Llc.8,385
0.0% of portfolio›$445.8K
Aurora Private Wealth, Inc.7,986
0.0% of portfolio›$425
Royal Fund Management, LLC7,979
0.0% of portfolio›$424.3K
Morey & Quinn Wealth Partners, LLC7,945
0.3% of portfolio›$422.4K
Fiduciary Alliance LLC7,897
0.0% of portfolio›$419.9K
Signal Advisors Wealth, LLC7,750
0.0% of portfolio›$412.0K
Spectrum Advisors, Inc.7,548
0.3% of portfolio›$401.3K
Signature Estate & Investment Advisors LLC7,500
0.0% of portfolio›$398.8K
Vima LLC7,400
0.4% of portfolio›$393.5K
Carolina Wealth Management Inc7,351
0.2% of portfolio›$390.9K
Ferguson Wellman Capital Management, Inc7,000
0.0% of portfolio›$372.2K
TCP Asset Management, LLC6,785
0.0% of portfolio›$363.7K
Helium Advisors LLC6,736
0.3% of portfolio›$358.1K
Cyndeo Wealth Partners, LLC6,527
0.0% of portfolio›$347.0K
Pennsylvania Capital Management Inc6,510
0.1% of portfolio›$346.1K
FSM Wealth Advisors, LLC6,466
0.0% of portfolio›$349.7K
Wealth Effects LLC6,427
0.1% of portfolio›$341.7K
D.A. Davidson & Co.6,350
0.0% of portfolio›$337.6K
Rossby Financial, LCC6,260
0.0% of portfolio›$332.8K
Partners Wealth Management, LLC6,160
0.0% of portfolio›$327.5K
Heritage OAK Wealth Advisors LLC6,099
0.1% of portfolio›$324.3K
Braeburn Wealth Management LLC6,025
0.1% of portfolio›$320.3K
Facet Wealth, Inc.5,994
0.0% of portfolio›$318.7K
Brighton Jones LLC5,939
0.0% of portfolio›$315.8K
Cooper S Advisors, LLC5,777
0.1% of portfolio›$307.2K
Norden Group LLC5,740
0.0% of portfolio›$305.2K
Annex Advisory Services, LLC5,737
0.0% of portfolio›$305.0K
B. Riley Wealth Advisors, Inc.5,649
0.0% of portfolio›$300.4K
Retirement Planning Group, LLC5,638
0.0% of portfolio›$299.8K
Hengehold Capital Management LLC5,633
0.0% of portfolio›$299.5K
IPG Investment Advisors LLC5,399
0.0% of portfolio›$287.1K
Trust Investment Advisors5,110
0.1% of portfolio›$271.7K
Abel Hall, LLC5,000
0.0% of portfolio›$265.9K
Waldron Private Wealth LLC4,812
0.0% of portfolio›$255.9K
Genesee Capital Advisors, LLC4,779
0.1% of portfolio›$254.1K
Venture Visionary Partners LLC4,762
0.0% of portfolio›$253.2K
EverSource Wealth Advisors, LLC4,729
0.0% of portfolio›$251.4K
Global Assets Advisory, LLC4,713
0.1% of portfolio›$253.8K
Independent Wealth Network Inc.4,711
0.1% of portfolio›$250.5K
Parallel Advisors, LLC4,703
0.0% of portfolio›$250.1K
Castleview Partners, LLC4,596
0.1% of portfolio›$244.4K
New England Private Wealth Advisors LLC4,486
0.0% of portfolio›$238.5K
Ashton Thomas Private Wealth, LLC4,441
0.0% of portfolio›$236.1K
BG Investment Services, LLC4,425
0.0% of portfolio›$235.3K
Global Wealth Strategies & Associates4,325
0.0% of portfolio›$230.0K
Principle Wealth Partners LLC4,175
0.0% of portfolio›$222.0K
Redhawk Wealth Advisors, Inc.4,142
0.0% of portfolio›$220.2K
Noble Wealth Management PBC4,050
0.1% of portfolio›$215.3K
Kingstone Capital Partners Texas, LLC4,010
0.1% of portfolio›$213.2K
Investmark Advisory Group LLC4,003
0.1% of portfolio›$212.9K
Bright Futures Wealth Management, Llc.3,954
0.1% of portfolio›$210.3K
Landmark Wealth Management, LLC3,950
0.1% of portfolio›$210.0K
Willner & Heller, LLC3,881
0.1% of portfolio›$206.4K
Ascentis Independent Advisors3,739
0.0% of portfolio›$198.8K
Birch Financial Group, LLC3,591
0.1% of portfolio›$191.0K
GHP Investment Advisors, Inc.3,115
0.0% of portfolio›$165.6K
Angeles Wealth Management, LLC2,874
0.0% of portfolio›$152.8K
Lanark Financial, Inc.2,846
0.0% of portfolio›$151.3K
Reyes Financial Architecture, Inc.2,713
0.1% of portfolio›$144.3K
Sunrise Financial Services, LLC2,670
0.1% of portfolio›$142.0K
Arlington Trust Co LLC2,400
0.0% of portfolio›$127.6K
Evolution Wealth Management Inc.2,255
0.1% of portfolio›$119.9K
Nemes Rush Group LLC2,056
0.0% of portfolio›$109.3K
City State Bank2,000
0.0% of portfolio›$106.3K
Key Capital Management, Inc1,884
0.0% of portfolio›$100.2K
Pension & Wealth Management Advisors, Inc.1,384
0.0% of portfolio›$73.6K
Activest Wealth Management1,339
0.0% of portfolio›$71.2K
Montag A & Associates Inc1,307
0.0% of portfolio›$69.5K
Root Financial Partners, LLC1,139
0.0% of portfolio›$60.6K
Tompkins Financial Corp1,062
0.0% of portfolio›$56.5K
UMB Private Wealth Management, LLC1,008
0.1% of portfolio›$53.6K
Essential Investment Partners LLC1,000
0.0% of portfolio›$53.2K
Trust Co of Vermont951
0.0% of portfolio›$50.6K
Creative Financial Designs Inc910
0.0% of portfolio›$48.4K
Advocate Investing Services LLC800
0.0% of portfolio›$42.5K
Murphy & Mullick Capital Management Corp600
0.0% of portfolio›$31.9K
Pinnacle Bancorp, Inc.594
0.0% of portfolio›$31.6K
United Community Bank592
0.0% of portfolio›$31.5K
Vision Financial Markets LLC526
0.0% of portfolio›$28.0K
Nova Financial LLC354
0.0% of portfolio›$18.8K
Assetmark, Inc316
0.0% of portfolio›$16.8K
Berbice Capital Management LLC300
0.0% of portfolio›$16.0K
Mather Group, Llc.265
0.0% of portfolio›$14.1K
Bfsg, LLC263
0.0% of portfolio›$14.0K
TD Waterhouse Canada Inc.199
0.0% of portfolio›$10.6K
Financial Management Professionals, Inc.198
0.0% of portfolio›$10.5K
Financial Network Wealth Advisors LLC185
0.0% of portfolio›$9.8K
GK Wealth Management LLC146
0.0% of portfolio›$7.8K
Duncker Streett & Co Inc100
0.0% of portfolio›$5.3K
Plante Moran Financial Advisors, LLC55
0.0% of portfolio›$2.9K
Highline Wealth Partners LLC50
0.0% of portfolio›$2.7K
Dhjj Financial Advisors, Ltd.37
0.0% of portfolio›$2.0K
IFS Advisors, LLC19
0.0% of portfolio›$1.0K
Mountain Hill Investment Partners Corp.16
0.0% of portfolio›$871
Bradley & Co. Private Wealth Management, LLC1
0.0% of portfolio›$53
StyleTurnoverLocationFiled
Gradient Investments LLC
1,095,332$58.2M0.8%CoreMediumArden Hills, MN2026-10-08
Howard Capital Management, LLC
1,073,896$57.1M0.7%ETFHighAlpharetta, GA2026-10-16
Foguth Wealth Management, Llc.
1,068,488$57.0M5.8%ETFHighBrighton, MI2026-10-19
Hennion & Walsh Asset Management, Inc.
915,241$48.7M1.4%ValueMediumParsippany, NJ2026-10-13
Madden Securities Corp
525,946$28.0M7.4%GrowthMediumDallas, TX2026-10-27
Kestra Advisory Services, LLC
394,507$21.0M0.1%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
310,827$16.5M0.1%IndexLowSan Francisco, CA2026-10-08
Capital Investment Advisory Services, LLC
281,726$15.0M0.9%CoreMediumRaleigh, NC2026-10-30
HUB Investment Partners, LLC
278,546$14.8M0.3%GrowthLowAustin, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
235,577$12.5K0.0%ETFLowFairfield, IA2026-11-02
Chung Wu Investment Group, LLC
230,255$12.2M9.0%GrowthMediumSugar Land, TX2026-11-03
Prevail Innovative Wealth Advisors, LLC
226,736$12.2M1.6%CoreVery HighLeawood, KS2026-10-20
Independent Financial Group, LLC
216,029$11.5M0.2%GrowthLowSan Diego, CA2026-10-13
Marshall & Sterling Wealth Advisors Inc.
204,950$10.9M6.2%ETFMediumPoughkeepsie, NY2026-10-28
Centurion Wealth Management LLC
193,155$10.3M2.5%ETFMediumMclean, VA2026-10-13
Apollon Wealth Management, LLC
183,214$9.7M0.1%GrowthLowMount Pleasant, SC2026-10-23
Indivisible Partners
180,557$9.6M0.4%GrowthMediumClearwater, FL2026-10-26
Steele Capital Management, Inc.
176,865$9.4M0.3%ETFVery LowDubuque, IA2026-11-02
MGO One Seven LLC
176,817$9.4M0.2%GrowthLowBeachwood, OH2026-10-28
Sentinel Advisory Group, LLC
174,732$9.3M3.8%ETFVery LowMiddleton, WI2026-10-20
RiverTree Advisors, LLC
156,508$8.3M5.0%ETFMediumWinter Park, FL2026-10-13
Commonwealth Equity Services, LLC
148,830$7.9M0.0%ETFLowWaltham, MA2026-11-02
Palacios Wealth Management, LLC
136,076$7.2M3.9%Agg GrowthVery LowOrmond Beach, FL2026-11-04
SteelPeak Wealth, LLC
132,236$7.0M0.2%GrowthHighWoodland Hills, CA2026-10-16
Integrity Wealth Partners, LLC
131,943$7.0M5.4%ETFN/AWalnut Creek, CA2026-10-14
Principal Financial Group Inc
126,591$6.7M0.0%CoreLowDes Moines, IA2026-11-02
Capital Investment Advisors, LLC
122,669$6.5M0.1%CoreLowAtlanta, GA2026-10-22
RFG Advisory, LLC
120,264$6.4M0.1%ETFMediumBirmingham, AL2026-11-03
Mid-American Wealth Advisory Group, Inc.
114,376$6.1M2.1%ETFMediumKansas City, MO2026-10-21
Park Avenue Securities LLC
112,158$6.0K0.0%ETFMediumNew York, NY2026-10-26
Independence Wealth Advisors, LLC
111,430$5.9M2.8%ETFHighIndependence, OH2026-10-29
Truist Financial Corp
110,280$5.9M0.0%CoreLowCharlotte, NC2026-10-30
Prota Financial, LLC
109,917$5.9M3.7%ETFMediumHouston, TX2026-10-08
HBW Advisory Services LLC
101,319$5.4M0.5%ETFMediumSimi Valley, CA2026-10-15
International Assets Investment Management, LLC
100,491$5.4M0.3%CoreVery HighOrlando, FL2026-11-02
Sound Income Strategies, LLC
99,714$5.4M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Gainplan LLC
97,078$5.2M2.0%ETFHighBloomfield Hills, MI2026-10-09
Fullerton Advisors, LLC
97,055$5.2M4.8%ETFLowDanville, CA2026-10-14
Milestone Asset Management, LLC
96,105$5.1M0.8%GrowthHighPittsburgh, PA2026-10-15
StoneCrest Wealth Management, Inc.
94,962$5.0M1.6%ETFMediumChandler, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
88,450$4.8M0.0%CoreLowPlymouth, MN2026-10-13
Moran Wealth Management, LLC
86,701$4.6M0.1%CoreMediumNaples, FL2026-10-22
Nfsg Corp
83,626$4.4M0.5%Agg GrowthMediumBoca Raton, FL2026-10-15
High Net Worth Advisory Group LLC
82,418$4.4M0.9%ETFVery LowNaples, FL2026-10-26
Oppenheimer & Co Inc
81,431$4.3M0.0%CoreLowNew York, NY2026-10-26
Avidian Wealth Enterprises, LLC
80,926$4.3M0.1%ETFLowHouston, TX2026-10-08
Unique Wealth, LLC
76,006$4.0M0.5%ETFMediumTampa, FL2026-10-16
Simplicity Wealth,LLC
73,937$3.9M0.1%ETFLowSummit, NJ2026-10-23
Investment Partners Asset Management, Inc.
73,813$3.9M2.1%CoreLowMetuchen, NJ2026-10-09
Herbst Group, LLC
73,019$3.9M2.2%GrowthHighWestport, CT2026-10-20
Capital Planning LLC
66,382$3.5M0.9%ETFLowBellevue, WA2026-10-09
Timothy G. Youngquist 2020 Irrevocable Trust
65,379$3.5M0.7%ETFHighFort Myers, FL2026-10-13
Diversify Advisory Services, LLC
64,776$3.5M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
64,776$3.5M0.1%GrowthMediumSandy, UT2026-10-20
Brookstone Capital Management
60,604$3.2M0.0%ETFMediumWheaton, IL2026-10-22
Ellis Investment Partners, LLC
60,320$3.2M0.5%ETFLowBerwyn, PA2026-10-21
Bauman Advisory Group, LLC
59,422$3.2M1.6%ETFMediumLas Vegas, NV2026-10-29
Kestra Private Wealth Services, LLC
59,054$3.1M0.0%GrowthLowAustin, TX2026-10-30
Guardian Financial Partners, LLC
58,606$3.1M1.2%ETFLowOrange, CA2026-11-04
Scott Capital Advisors, LLC
58,118$3.1M0.5%ETFVery LowPortland, OR2026-10-13
Sigma Planning Corp
58,104$3.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Triumph Capital Management
57,386$3.1M0.5%ETFMediumDenver, CO2026-10-14
PFG Advisors
56,677$3.0M0.2%ETFMediumPhoenix, AZ2026-10-16
3Edge Asset Management, LP
56,528$3.0M0.1%ETFMediumNaples, FL2026-10-30
Sowell Financial Services LLC
55,073$2.9M0.1%CoreLowNorth Little Rock, AR2026-10-23
Verus Capital Partners, LLC
54,941$2.9M0.2%GrowthLowScottsdale, AZ2026-11-03
Kingswood Wealth Advisors, LLC
52,865$2.8M0.1%GrowthLowSan Diego, CA2026-10-23
LightSquare Wealth Management, LLC
51,187$2.7M1.8%ETFN/ABingham Farms, MI2026-11-03
New Wave Wealth Advisors LLC
50,647$2.7M0.7%CoreMediumSpringdale, AR2026-10-19
Brown, Lisle Ings, Inc.
50,510$2.7M0.6%CoreVery LowProvidence, RI2026-10-16
Concurrent Investment Advisors, LLC
48,131$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Legacy Capital Wealth Partners, LLC
47,570$2.5M0.5%CoreMediumLittle Rock, AR2026-10-21
Prospera Financial Services Inc
46,569$2.4M0.0%CoreMediumDallas, TX2026-11-04
Grantvest Financial Group LLC
46,391$2.5M1.4%ETFLowMatawan, NJ2026-10-21
Puff Wealth Management, LLC
42,094$2.2M2.1%ETFLowHaddonfield, NJ2026-10-07
Plan Group Financial, LLC
40,700$2.2M0.4%ETFMediumOklahoma City, OK2026-10-22
Intelligence Driven Advisers, LLC
38,503$2.0M0.4%ETFLowCarlsbad, CA2026-10-09
Patten Group, Inc.
38,182$2.0M0.3%CoreLowChattanooga, TN2026-10-26
Alkeme Wealth, LLC
37,390$2.0M0.7%ValueLowScottsdale, AZ2026-10-08
Axxcess Wealth Management, LLC
37,161$2.0M0.1%CoreLowCarlsbad, CA2026-10-21
Cascade Investment Group, Inc.
34,718$1.8M1.0%CoreLowColorado Springs, CO2026-10-13
Paladin Wealth, LLC
33,229$1.8M1.0%CoreLowArden Hills, MN2026-10-23
Cap Partners, LLC
32,801$1.7M0.8%ETFLowFranklin, TN2026-10-19
PDS Planning, Inc
31,815$1.7M0.1%IndexVery LowDublin, OH2026-11-03
Private Trust Co NA
31,262$1.7M0.1%CoreLowCleveland, OH2026-10-20
Intrua Financial, LLC
29,932$1.6M0.1%ETFMediumHouston, TX2026-10-28
Bay Capital Advisors, LLC
29,532$1.6M0.8%ETFLowVirginia Beach, VA2026-10-16
Studio Investment Management LLC
29,052$1.5M0.3%ETFLowChicago, IL2026-10-22
Sheets Smith Wealth Management
28,283$1.5M0.2%CoreLowWinston-Salem, NC2026-10-16
Weaver Consulting Group
27,775$1.5M0.3%ETFLowHuntington Beach, CA2026-10-07
Oppenheimer Asset Management Inc.
26,996$1.4M0.0%CoreMediumNew York, NY2026-10-27
Lewis Asset Management, LLC
26,867$1.4M0.5%GrowthLowLafayette, CA2026-10-14
Latitude Advisors, LLC
26,158$1.4M0.4%ETFLowYorkville, IL2026-10-27
Strategic Blueprint, LLC
26,148$1.4M0.1%ETFLowAtlanta, GA2026-10-22
BCS Wealth Management
25,739$1.4M0.2%ETFVery LowJohnson City, TN2026-11-03
Citizens Financial Group Inc
24,482$1.3M0.0%GrowthLowProvidence, RI2026-10-23
Clear Creek Financial Management, LLC
24,315$1.3M0.1%ETFMediumSilverdale, WA2026-10-28
Key Client Fiduciary Advisors, LLC
24,191$1.3M0.4%ValueMediumFairfield, NJ2026-10-19
Creative Planning
24,084$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Quartz Partners, LLC
23,516$1.3M0.4%GARPMediumSaratoga Springs, NY2026-11-03
SBI Securities Co., Ltd.
22,142$1.2M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Almanack Investment Partners, Llc.
21,782$1.2M0.1%ETFMediumNewtown Square, PA2026-11-03
MBL Wealth, LLC
21,700$1.2M0.1%ETFLowCharlotte, NC2026-10-22
Vann Equity Management LLC
21,637$1.2M0.7%GrowthMediumPlano, TX2026-10-08
Clay Northam Wealth Management, LLC
20,649$1.1M0.5%GrowthVery LowHuntington Beach, CA2026-10-13
Robertson Stephens Wealth Management, LLC
20,641$1.1M0.0%ETFMediumSan Francisco, CA2026-10-16
Aprio Wealth Management, LLC
20,452$1.1M0.0%ETFMediumAtlanta, GA2026-10-28
Certior Financial Group, LLC
20,450$1.1M0.6%ETFMediumKing Of Prussia, PA2026-10-19
Elco Management Co., LLC
19,825$1.1M0.5%CoreLowNew York, NY2026-10-14
Compass Financial Management LLC
19,819$1.1M0.1%CoreN/ATampa, FL2026-10-30
Traynor Capital Management, Inc.
19,734$1.0M0.0%GrowthLowMalvern, PA2026-10-29
Soltis Investment Advisors LLC
19,701$1.0M0.0%CoreMediumSt. George, UT2026-10-28
Heck Capital Advisors, LLC
19,695$1.0M0.1%ETFMediumRhinelander, WI2026-10-14
PMG Family Office LLC
19,526$1.0M1.0%YieldVery LowPlano, TX2026-10-19
Scheeler Financial LLC
19,516$1.0M0.8%CoreN/AWest Chester, OH2026-10-13
Lido Advisors, LLC
19,213$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
CoreCap Advisors, LLC
19,151$1.0M0.0%ETFMediumSouthfield, MI2026-10-08
Balboa Wealth Partners
18,563$987.0K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Walkner Condon Financial Advisors LLC
18,327$974.4K0.1%ETFLowVerona, WI2026-11-02
Rockwood Wealth Management, LLC
18,291$972.5K0.1%ETFVery LowNew Hope, PA2026-10-27
Capital Wealth Alliance, LLC
18,123$963.6K0.4%CoreLowScottsdale, AZ2026-10-20
Provenance Wealth Advisors, LLC
17,987$956.4K0.1%ETFLowFort Lauderdale, FL2026-10-30
Discipline Wealth Solutions, LLC
17,978$955.9K0.1%ETFLowGreenville, SC2026-10-14
Dynamic Advisor Solutions LLC
17,977$955.8K0.0%ETFLowPhoenix, AZ2026-10-13
Claro Advisors Inc.
17,375$923.8K0.1%CoreLowBoston, MA2026-11-02
Wedbush Securities Inc
17,233$9160.0%CoreLowPasadena, CA2026-10-22
IFP Advisors, Inc
16,796$893.0K0.0%GrowthLowTampa, FL2026-10-16
M Holdings Securities, Inc.
16,727$8800.0%ETFHighPortland, OR2026-11-03
Entrewealth, LLC
16,709$888.4K0.3%ETFLowAustin, TX2026-10-14
Kaizen Financial Strategies
16,521$878.4K0.3%ETFMediumCampbell, CA2026-10-09
Tactive Advisors, LLC
16,483$876.4K0.2%ETFHighJacksonville, FL2026-10-08
Oakworth Capital, Inc.
16,368$870.3K0.0%ETFLowBirmingham, AL2026-10-26
Flagship Harbor Advisors, LLC
16,195$861.1K0.0%ETFMediumBoston, MA2026-10-26
StoneX Group Inc.
16,183$860.4K0.0%ETFMediumNew York, NY2026-11-03
Wespac Advisors, LLC
16,150$858.7K0.4%ETFHighOrinda, CA2026-10-26
Jericho Financial, LLP
15,770$838.5K0.4%GrowthLowWesterville, OH2026-10-13
Magnus Financial Group LLC
15,693$834.4K0.1%ETFLowNew York, NY2026-10-21
Flagstar Securities, Inc
15,668$833.1K0.3%ETFVery LowNew York, NY2026-10-15
Choreo, LLC
15,483$823.3K0.0%IndexLowRockford, IL2026-10-28
Oregon Pacific Wealth Management, LLC
15,367$817.1K0.8%ETFMediumMedford, OR2026-10-20
Virtue Capital Management, LLC
15,209$808.7K0.1%GrowthHighBrentwood, TN2026-10-29
Patriot Financial Group Insurance Agency, LLC
15,142$805.1K0.1%GrowthLowWalpole, MA2026-10-14
Bluedoor Private Wealth, LLC
15,106$803.2K0.3%CoreLowBeverly, MA2026-11-05
Wealthcare Advisory Partners LLC
14,507$771.3K0.0%ETFLowWest Chester, PA2026-10-21
Atlas Private Wealth Advisors
13,895$738.8K0.2%ETFLowRed Bank, NJ2026-10-23
MSH Capital Advisors LLC
13,575$721.8K0.1%CoreLowScottsdale, AZ2026-11-03
Teamwork Financial Advisors, LLC
13,529$719.3K0.1%GrowthHighSan Antonio, TX2026-10-19
SeaCrest Wealth Management, LLC
12,981$690.2K0.1%GrowthLowPurchase, NY2026-10-21
Meridian Wealth Management, LLC
12,639$672.0K0.0%GrowthLowLexington, KY2026-11-05
TrustBank
12,220$649.7K0.2%ETFVery LowOlney, IL2026-10-20
PVG Asset Management Corp
12,025$639.4K0.4%GrowthMediumGolden, CO2026-10-19
Cherry Creek Investment Advisors, Inc.
11,760$625.3K0.2%GrowthLowEnglewood, CO2026-10-14
World Equity Group, Inc.
11,676$620.8K0.3%GrowthMediumSchaumburg, IL2026-10-14
Integrated Advisors Network LLC
11,660$620.0K0.0%GrowthMediumDallas, TX2026-10-20
Silverlake Wealth Management LLC
11,610$617.3K0.1%ETFLowWilliston, VT2026-10-21
Cornerstone Wealth Management, LLC
11,420$607.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Accel Wealth Management
10,984$584.0K0.1%ETFLowWaverly, IA2026-10-13
Griffin Asset Management, Inc.
10,878$578.4K0.1%CoreLowNew York, NY2026-10-22
Atria Investments, Inc
10,724$570.2K0.0%CoreMediumCharlotte, NC2026-10-15
Worth Asset Management, LLC
10,300$547.7K0.2%ETFHighDallas, TX2026-10-07
Vise Technologies, Inc.
10,231$544.0K0.0%IndexLowNew York, NY2026-10-29
Voisard Asset Management Group, Inc.
10,203$542.5K0.1%ETFLowGrand Rapids, MI2026-10-13
Blueprint Investment Partners LLC
10,157$540.0K0.0%ETFMediumGreensboro, NC2026-10-28
Eclectic Associates Inc
10,080$535.9K0.1%ETFVery LowFullerton, CA2026-10-09
Spinnaker Investment Group, LLC
10,011$532.3K0.1%ETFLowNewport Beach, CA2026-10-13
Seros Financial, LLC
9,943$528.7K0.3%ETFMediumGilbert, AZ2026-10-21
Three Magnolias Financial Advisors, LLC
9,784$520.2K0.3%ETFLowWinston-Salem, NC2026-10-14
Larson Financial Group LLC
9,685$514.9K0.0%GrowthLowSt Louis, MO2026-11-05
Redwood Family Wealth LLC
9,606$510.7K0.5%GrowthLowPlano, TX2026-10-20
Triad Wealth Partners, LLC
9,317$495.4K0.0%ETFMediumLawrence, KS2026-10-26
Rockport Wealth LLC
9,112$484.5K0.1%ETFMediumFairview Park, OH2026-11-03
Encompass More Asset Management
8,967$476.8K0.1%ETFHighDanville, CA2026-10-16
VestGen Advisors, LLC
8,935$475.1K0.0%GrowthMediumChicago, IL2026-10-27
Financial Management Network Inc
8,545$458.0K0.1%ETFLowMission Viejo, CA2026-10-09
Chicago Partners Investment Group LLC
8,540$449.6K0.0%GARPLowChicago, IL2026-10-27
Ergawealth Advisors, Inc.
8,529$453.5K0.2%ETFMediumOak Brook, IL2026-10-21
Synergy Asset Management, LLC
8,469$450.3K0.0%GrowthHighVancouver, WA2026-11-05
Atticus Wealth Management, LLC
8,449$449.3K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Integrity Alliance, Llc.
8,385$445.8K0.0%ETFMediumUrbandale, IA2026-10-29
Aurora Private Wealth, Inc.
7,986$4250.0%ETFLowRockaway, NJ2026-10-20
Royal Fund Management, LLC
7,979$424.3K0.0%GrowthMediumLady Lake, FL2026-10-22
Morey & Quinn Wealth Partners, LLC
7,945$422.4K0.3%CoreVery LowOmaha, NE2026-10-28
Fiduciary Alliance LLC
7,897$419.9K0.0%CoreMediumGreenville, SC2026-10-13
Signal Advisors Wealth, LLC
7,750$412.0K0.0%ETFLowDetroit, MI2026-10-13
Spectrum Advisors, Inc.
7,548$401.3K0.3%N/AN/APlano, TX2026-11-03
Signature Estate & Investment Advisors LLC
7,500$398.8K0.0%ETFMediumLos Angeles, CA2026-10-13
Vima LLC
7,400$393.5K0.4%CoreLowTroy, MI2026-10-23
Carolina Wealth Management Inc
7,351$390.9K0.2%ETFN/AGreenville, NC2026-10-29
Ferguson Wellman Capital Management, Inc
7,000$372.2K0.0%CoreLowPortland, OR2026-10-05
TCP Asset Management, LLC
6,785$363.7K0.0%ETFLowUpper Arlington, OH2026-10-14
Helium Advisors LLC
6,736$358.1K0.3%ETFLowVancouver, WA2026-10-23
Cyndeo Wealth Partners, LLC
6,527$347.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Pennsylvania Capital Management Inc
6,510$346.1K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
FSM Wealth Advisors, LLC
6,466$349.7K0.0%ETFLowCleveland, OH2026-10-27
Wealth Effects LLC
6,427$341.7K0.1%GrowthLowBoston, MA2026-10-23
D.A. Davidson & Co.
6,350$337.6K0.0%CoreLowGreat Falls, MT2026-10-28
Rossby Financial, LCC
6,260$332.8K0.0%ETFMediumMelbourne, FL2026-11-05
Partners Wealth Management, LLC
6,160$327.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Heritage OAK Wealth Advisors LLC
6,099$324.3K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Braeburn Wealth Management LLC
6,025$320.3K0.1%ETFMediumMuskegon, MI2026-10-15
Facet Wealth, Inc.
5,994$318.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Brighton Jones LLC
5,939$315.8K0.0%CoreVery LowSeattle, WA2026-11-03
Cooper S Advisors, LLC
5,777$307.2K0.1%ETFLowVictor, NY2026-11-03
Norden Group LLC
5,740$305.2K0.0%GrowthMediumProvo, UT2026-10-20
Annex Advisory Services, LLC
5,737$305.0K0.0%GrowthHighBrookfield, WI2026-10-16
B. Riley Wealth Advisors, Inc.
5,649$300.4K0.0%GrowthLowMemphis, TN2026-10-13
Retirement Planning Group, LLC
5,638$299.8K0.0%ETFVery LowLeawood, KS2026-10-19
Hengehold Capital Management LLC
5,633$299.5K0.0%ETFLowCincinnati, OH2026-10-16
IPG Investment Advisors LLC
5,399$287.1K0.0%CoreMediumSan Diego, CA2026-10-30
Trust Investment Advisors
5,110$271.7K0.1%GrowthLowIndianapolis, IN2026-10-20
Abel Hall, LLC
5,000$265.9K0.0%CoreMediumBaton Rouge, LA2026-10-19
Waldron Private Wealth LLC
4,812$255.9K0.0%ETFVery LowBridgeville, PA2026-11-02
Genesee Capital Advisors, LLC
4,779$254.1K0.1%ETFMediumAuburn, NY2026-10-20
Venture Visionary Partners LLC
4,762$253.2K0.0%CoreLowSylvania, OH2026-10-07
EverSource Wealth Advisors, LLC
4,729$251.4K0.0%CoreMediumBirmingham, AL2026-11-04
Global Assets Advisory, LLC
4,713$253.8K0.1%GrowthHighOrlando, FL2026-10-28
Independent Wealth Network Inc.
4,711$250.5K0.1%ETFMediumUrbandale, IA2026-10-19
Parallel Advisors, LLC
4,703$250.1K0.0%IndexLowSan Francisco, CA2026-11-03
Castleview Partners, LLC
4,596$244.4K0.1%CoreMediumDallas, TX2026-10-09
New England Private Wealth Advisors LLC
4,486$238.5K0.0%ETFVery LowWellesley, MA2026-10-19
Ashton Thomas Private Wealth, LLC
4,441$236.1K0.0%CoreMediumScottsdale, AZ2026-11-03
BG Investment Services, LLC
4,425$235.3K0.0%GrowthVery LowHagatna, GU2026-10-23
Global Wealth Strategies & Associates
4,325$230.0K0.0%ETFLowDenver, CO2026-10-02
Principle Wealth Partners LLC
4,175$222.0K0.0%CoreVery LowMadison, CT2026-11-02
Redhawk Wealth Advisors, Inc.
4,142$220.2K0.0%ETFHighMinneapolis, MN2026-10-14
Noble Wealth Management PBC
4,050$215.3K0.1%YieldMediumGreenwood Village, CO2026-10-01
Kingstone Capital Partners Texas, LLC
4,010$213.2K0.1%GrowthLowFrisco, TX2026-11-03
Investmark Advisory Group LLC
4,003$212.9K0.1%ETFVery LowShelton, CT2026-10-27
Bright Futures Wealth Management, Llc.
3,954$210.3K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
Landmark Wealth Management, LLC
3,950$210.0K0.1%ETFVery LowMelville, NY2026-11-03
Willner & Heller, LLC
3,881$206.4K0.1%GrowthLowEncino, CA2026-10-28
Ascentis Independent Advisors
3,739$198.8K0.0%ETFLowDallas, TX2026-11-03
Birch Financial Group, LLC
3,591$191.0K0.1%CoreLowKeene, NH2026-10-27
GHP Investment Advisors, Inc.
3,115$165.6K0.0%CoreVery LowDenver, CO2026-10-15
Angeles Wealth Management, LLC
2,874$152.8K0.0%ETFLowSanta Monica, CA2026-10-26
Lanark Financial, Inc.
2,846$151.3K0.0%CoreMediumBirmingham, AL2026-10-26
Reyes Financial Architecture, Inc.
2,713$144.3K0.1%ETFVery HighSan Diego, CA2026-10-22
Sunrise Financial Services, LLC
2,670$142.0K0.1%ETFMediumBurien, WA2026-10-21
Arlington Trust Co LLC
2,400$127.6K0.0%ETFMediumBirmingham, AL2026-10-20
Evolution Wealth Management Inc.
2,255$119.9K0.1%ETFMediumFort Myers, FL2026-10-28
Nemes Rush Group LLC
2,056$109.3K0.0%CoreVery LowNovi, MI2026-11-04
City State Bank
2,000$106.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Key Capital Management, Inc
1,884$100.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Pension & Wealth Management Advisors, Inc.
1,384$73.6K0.0%ETFLowWaltham, MA2026-10-16
Activest Wealth Management
1,339$71.2K0.0%ETFLowAventura, FL2026-10-15
Montag A & Associates Inc
1,307$69.5K0.0%CoreLowAtlanta, GA2026-10-29
Root Financial Partners, LLC
1,139$60.6K0.0%ETFMediumEncinitas, CA2026-10-21
Tompkins Financial Corp
1,062$56.5K0.0%CoreLowIthaca, NY2026-10-05
UMB Private Wealth Management, LLC
1,008$53.6K0.1%GrowthN/AKansas City, MO2026-10-19
Essential Investment Partners LLC
1,000$53.2K0.0%GrowthLowEnglewood, CO2026-10-27
Trust Co of Vermont
951$50.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Creative Financial Designs Inc
910$48.4K0.0%ETFMediumKokomo, IN2026-11-04
Advocate Investing Services LLC
800$42.5K0.0%ETFLowWoodbine, MD2026-10-26
Murphy & Mullick Capital Management Corp
600$31.9K0.0%GrowthLowSmithtown, NY2026-11-02
Pinnacle Bancorp, Inc.
594$31.6K0.0%CoreVery LowBeatrice, NE2026-10-21
United Community Bank
592$31.5K0.0%CoreLowGreenville, SC2026-10-28
Vision Financial Markets LLC
526$28.0K0.0%CoreLowStamford, CT2026-10-22
Nova Financial LLC
354$18.8K0.0%N/AN/ATucson, AZ2026-11-04
Assetmark, Inc
316$16.8K0.0%ETFLowConcord, CA2026-10-21
Berbice Capital Management LLC
300$16.0K0.0%MomentumLowMelville, NY2026-10-13
Mather Group, Llc.
265$14.1K0.0%ETFMediumChicago, IL2026-10-14
Bfsg, LLC
263$14.0K0.0%CoreLowIrvine, CA2026-10-30
TD Waterhouse Canada Inc.
199$10.6K0.0%CoreLowToronto, Australia2026-10-16
Financial Management Professionals, Inc.
198$10.5K0.0%ETFMediumAustin, TX2026-10-23
Financial Network Wealth Advisors LLC
185$9.8K0.0%ETFLowMurray, UT2026-10-28
GK Wealth Management LLC
146$7.8K0.0%GARPVery HighReno, NV2026-10-09
Duncker Streett & Co Inc
100$5.3K0.0%GrowthLowSt. Louis, MO2026-10-27
Plante Moran Financial Advisors, LLC
55$2.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Highline Wealth Partners LLC
50$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Dhjj Financial Advisors, Ltd.
37$2.0K0.0%ETFVery LowNaperville, IL2026-10-23
IFS Advisors, LLC
19$1.0K0.0%ETFLowOverland Park, KS2026-10-14
Mountain Hill Investment Partners Corp.
16$8710.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Bradley & Co. Private Wealth Management, LLC
1$530.0%CoreVery LowMiami, FL2026-10-23