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Neos Nasdaq-100 High Inc ETF (QQQI)

CUSIP: 78433H675 | NYSE | 481 institutional holders

Quarters

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

Howard Capital Management, LLC1,019,392
0.7% of portfolio›$56.6M
Foguth Wealth Management, Llc.793,243
4.3% of portfolio›$42.5M
Independent Financial Group, LLC554,842
0.6% of portfolio›$30.8M
Capital Investment Advisory Services, LLC463,786
1.6% of portfolio›$25.8M
Madden Securities Corp451,132
6.6% of portfolio›$25.1M
Apollon Wealth Management, LLC324,071
0.2% of portfolio›$18.0M
MBL Wealth, LLC321,357
1.1% of portfolio›$17.9M
Palacios Wealth Management, LLC173,729
5.1% of portfolio›$9.7M
Cambridge Investment Research Advisors, Inc.172,906
0.0% of portfolio›$9.6K
Commonwealth Equity Services, LLC172,668
0.0% of portfolio›$9.6M
Cornerstone Enterprises, LLC171,978
5.6% of portfolio›$9.6M
Chung Wu Investment Group, LLC164,966
6.7% of portfolio›$9.2M
ARQ Wealth Advisors, LLC151,415
1.0% of portfolio›$8.4M
SBI Securities Co., Ltd.151,349
0.2% of portfolio›$8.4M
RFG Advisory, LLC142,546
0.1% of portfolio›$7.9M
New Wave Wealth Advisors LLC135,617
2.0% of portfolio›$7.6M
RiverTree Advisors, LLC129,488
4.3% of portfolio›$7.2M
Prevail Innovative Wealth Advisors, LLC120,250
0.9% of portfolio›$6.8M
Genesee Capital Advisors, LLC116,781
2.0% of portfolio›$6.5M
StoneCrest Wealth Management, Inc.104,441
1.9% of portfolio›$5.8M
Kestra Advisory Services, LLC101,166
0.0% of portfolio›$5.6M
Wealth Enhancement Advisory Services, LLC100,218
0.0% of portfolio›$5.1M
Independence Wealth Advisors, LLC97,571
2.6% of portfolio›$5.4M
Farther Finance Advisors, LLC97,086
0.0% of portfolio›$5.4M
Principal Financial Group Inc93,793
0.0% of portfolio›$5.2M
Truist Financial Corp83,398
0.0% of portfolio›$4.6M
Virtue Capital Management, LLC80,388
0.6% of portfolio›$4.5M
Kestra Private Wealth Services, LLC78,410
0.0% of portfolio›$4.4M
Park Avenue Securities LLC74,101
0.0% of portfolio›$4.1K
Nfsg Corp71,420
0.5% of portfolio›$4.0M
Eddie Patel Inc66,903
2.4% of portfolio›$3.7M
Milestone Asset Management, LLC66,186
0.6% of portfolio›$3.7M
October Effect Ltd65,744
3.7% of portfolio›$3.7M
Timothy G. Youngquist 2020 Irrevocable Trust64,032
0.7% of portfolio›$3.6M
Brookstone Capital Management63,205
0.0% of portfolio›$3.5M
Diversify Wealth Management, LLC56,921
0.0% of portfolio›$3.1M
Diversify Advisory Services, LLC56,921
0.0% of portfolio›$3.1M
Norden Group LLC55,938
0.2% of portfolio›$3.1M
Concurrent Investment Advisors, LLC55,905
0.0% of portfolio›$3.1M
SteelPeak Wealth, LLC53,067
0.1% of portfolio›$2.9M
Gainplan LLC50,990
1.1% of portfolio›$2.8M
Avidian Wealth Enterprises, LLC48,695
0.1% of portfolio›$2.7M
Cap Partners, LLC47,324
1.2% of portfolio›$2.6M
Herbst Group, LLC45,382
1.4% of portfolio›$2.5M
Indivisible Partners44,953
0.1% of portfolio›$2.5M
Puff Wealth Management, LLC44,667
2.3% of portfolio›$2.5M
Ellis Investment Partners, LLC44,658
0.4% of portfolio›$2.5M
HUB Investment Partners, LLC44,327
0.0% of portfolio›$2.5M
Grantvest Financial Group LLC42,493
1.4% of portfolio›$2.4M
Aprio Wealth Management, LLC40,994
0.1% of portfolio›$2.3M
CoreCap Advisors, LLC38,877
0.1% of portfolio›$2.2M
LJI Wealth Management, LLC38,329
0.3% of portfolio›$2.1M
M Holdings Securities, Inc.35,271
0.0% of portfolio›$1.9K
Tactive Advisors, LLC33,593
0.4% of portfolio›$1.9M
Capital Investment Advisors, LLC33,098
0.0% of portfolio›$1.8M
Prospera Financial Services Inc31,166
0.0% of portfolio›$1.6M
Vima LLC28,104
1.6% of portfolio›$1.6M
Dynamic Advisor Solutions LLC27,815
0.0% of portfolio›$1.5M
Oppenheimer & Co Inc27,399
0.0% of portfolio›$1.5M
Verus Capital Partners, LLC27,039
0.1% of portfolio›$1.5M
Unique Wealth, LLC26,894
0.2% of portfolio›$1.5M
PFG Advisors26,827
0.1% of portfolio›$1.5M
Sigma Planning Corp26,221
0.0% of portfolio›$1.5M
Clay Northam Wealth Management, LLC26,141
0.7% of portfolio›$1.5M
Latitude Advisors, LLC24,931
0.4% of portfolio›$1.4M
Vann Equity Management LLC24,686
0.8% of portfolio›$1.4M
International Assets Investment Management, LLC24,397
0.1% of portfolio›$1.4M
PMG Family Office LLC23,818
1.2% of portfolio›$1.3M
High Net Worth Advisory Group LLC23,628
0.3% of portfolio›$1.3M
Private Trust Co NA23,498
0.1% of portfolio›$1.3M
Lido Advisors, LLC22,942
0.0% of portfolio›$1.3M
BG Investment Services, LLC22,898
0.2% of portfolio›$1.3M
Bauman Advisory Group, LLC22,259
0.6% of portfolio›$1.2M
StoneX Group Inc.22,037
0.0% of portfolio›$1.2M
Capital Planning LLC21,424
0.3% of portfolio›$1.2M
Armstrong Advisory Group, Inc20,895
0.1% of portfolio›$1.2M
Elco Management Co., LLC20,665
0.5% of portfolio›$1.1M
EPG Wealth Management LLC20,452
0.3% of portfolio›$1.1M
Flagstar Securities, Inc19,197
0.3% of portfolio›$1.1M
Sowell Financial Services LLC19,107
0.0% of portfolio›$1.1M
Meridian Wealth Management, LLC18,430
0.0% of portfolio›$1.0M
PDS Planning, Inc18,299
0.1% of portfolio›$1.0M
Midwest Financial Group LLC18,250
0.3% of portfolio›$1.0M
Alkeme Wealth, LLC17,934
0.4% of portfolio›$996.2K
Kaizen Financial Strategies17,022
0.4% of portfolio›$945.6K
Oregon Pacific Wealth Management, LLC16,551
0.9% of portfolio›$919.4K
Sound Income Strategies, LLC16,327
0.0% of portfolio›$915.3K
HBW Advisory Services LLC16,208
0.1% of portfolio›$900.4K
Kingswood Wealth Advisors, LLC15,347
0.0% of portfolio›$852.5K
Financial Management Network Inc15,263
0.1% of portfolio›$855.9K
Entrewealth, LLC15,000
0.3% of portfolio›$833.3K
Ascentis Independent Advisors14,669
0.0% of portfolio›$814.9K
SeaCrest Wealth Management, LLC14,057
0.1% of portfolio›$780.9K
Strategic Blueprint, LLC13,914
0.0% of portfolio›$772.9K
Oakworth Capital, Inc.13,488
0.0% of portfolio›$749.3K
D.A. Davidson & Co.13,287
0.0% of portfolio›$738.1K
Creative Planning12,320
0.0% of portfolio›$684.4K
Choreo, LLC12,209
0.0% of portfolio›$678.2K
Wealthcare Advisory Partners LLC12,126
0.0% of portfolio›$673.6K
Larson Financial Group LLC11,965
0.0% of portfolio›$664.7K
Parallel Advisors, LLC11,885
0.0% of portfolio›$660.2K
Triad Wealth Partners, LLC11,777
0.0% of portfolio›$654.2K
World Equity Group, Inc.11,691
0.3% of portfolio›$649.5K
Elwood & Goetz Wealth Advisory Group, LLC11,656
0.1% of portfolio›$647.5K
BCS Wealth Management11,089
0.1% of portfolio›$616.0K
Magnus Financial Group LLC10,921
0.0% of portfolio›$606.7K
Chicago Partners Investment Group LLC10,497
0.0% of portfolio›$552.0K
Teamwork Financial Advisors, LLC10,463
0.1% of portfolio›$581.2K
Atria Investments, Inc10,459
0.0% of portfolio›$581.0K
Wedbush Securities Inc10,355
0.0% of portfolio›$575
Helium Advisors LLC9,828
0.5% of portfolio›$545.9K
Capital Wealth Alliance, LLC9,791
0.2% of portfolio›$543.9K
Hofer & Associates. Inc9,731
0.4% of portfolio›$540.5K
RED Crane Wealth Management, LLC9,731
0.4% of portfolio›$540.5K
NorthCrest Asset Manangement, LLC9,314
0.0% of portfolio›$522.2K
MGO One Seven LLC9,303
0.0% of portfolio›$516.8K
IFP Advisors, Inc8,979
0.0% of portfolio›$498.8K
Rockport Wealth LLC8,915
0.1% of portfolio›$495.2K
MSH Capital Advisors LLC8,520
0.1% of portfolio›$473.3K
Bank Julius Baer & Co. Ltd, Zurich8,300
0.0% of portfolio›$461.1K
IPG Investment Advisors LLC8,175
0.1% of portfolio›$454.1K
Wilmington Savings Fund Society, FSB7,326
0.0% of portfolio›$407.0K
True Private Wealth Advisors7,200
0.0% of portfolio›$400.0K
Traynor Capital Management, Inc.7,130
0.0% of portfolio›$396.1K
Certuity, LLC7,026
0.0% of portfolio›$390.3K
TrustBank6,865
0.1% of portfolio›$381.4K
Redhawk Wealth Advisors, Inc.6,743
0.0% of portfolio›$374.6K
Soltis Investment Advisors LLC6,723
0.0% of portfolio›$373.5K
Integrity Alliance, Llc.6,676
0.0% of portfolio›$370.9K
Retirement Guys Formula LLC6,634
0.1% of portfolio›$368.5K
Certior Financial Group, LLC6,614
0.2% of portfolio›$367.4K
Clear Creek Financial Management, LLC6,532
0.0% of portfolio›$362.8K
Reyes Financial Architecture, Inc.6,487
0.2% of portfolio›$360.4K
Daymark Wealth Partners, LLC6,460
0.0% of portfolio›$358.9K
Lewis Asset Management, LLC6,315
0.1% of portfolio›$350.8K
TigerOak Management, L.L.C.6,289
0.1% of portfolio›$349.4K
Venture Visionary Partners LLC6,285
0.0% of portfolio›$349.2K
Novem Group6,227
0.0% of portfolio›$345.9K
Abel Hall, LLC6,000
0.1% of portfolio›$333.3K
Synergy Asset Management, LLC5,947
0.0% of portfolio›$330.4K
Hobart Private Capital, LLC5,768
0.1% of portfolio›$320.4K
626 Financial, LLC5,620
0.1% of portfolio›$312.2K
Claro Advisors Inc.5,529
0.0% of portfolio›$307.1K
Private Client Services, LLC5,314
0.1% of portfolio›$295.2K
Koshinski Asset Management, Inc.5,194
0.0% of portfolio›$288.5K
Fortitude Advisory Group L.L.C.5,087
0.1% of portfolio›$282.6K
Brighton Jones LLC5,010
0.0% of portfolio›$278.3K
Almanack Investment Partners, Llc.4,946
0.0% of portfolio›$274.8K
Hibernia Wealth Partners, LLC4,832
0.1% of portfolio›$268.4K
Balboa Wealth Partners4,827
0.0% of portfolio›$268.1K
Robertson Stephens Wealth Management, LLC4,815
0.0% of portfolio›$267.5K
Certified Advisory Corp4,786
0.0% of portfolio›$265.8K
Outlook Wealth Advisors, LLC4,761
0.1% of portfolio›$264.5K
Bluedoor Private Wealth, LLC4,598
0.1% of portfolio›$255.4K
AdvisorNet Financial, Inc4,586
0.0% of portfolio›$251.8K
Prime Capital Investment Advisors, LLC4,545
0.0% of portfolio›$252.5K
LightSquare Wealth Management, LLC4,387
0.2% of portfolio›$243.7K
Walkner Condon Financial Advisors LLC4,373
0.0% of portfolio›$242.9K
Patriot Financial Group Insurance Agency, LLC4,258
0.0% of portfolio›$236.5K
Valeo Financial Advisors, LLC4,252
0.0% of portfolio›$236.2K
Clear Retirement Advice LLC4,202
0.2% of portfolio›$233.4K
PW Nova Financial Services LLC4,175
0.0% of portfolio›$231.9K
Hohimer Wealth Management, LLC4,079
0.0% of portfolio›$226.6K
Sunpointe, LLC3,964
0.1% of portfolio›$220.2K
WealthPlan Investment Management, LLC3,956
0.0% of portfolio›$219.8K
Waycross Investment Management Co3,916
0.2% of portfolio›$217.5K
Advisor OS, LLC3,869
0.0% of portfolio›$214.9K
Fulcrum Equity Management3,842
0.2% of portfolio›$213.4K
Lanark Financial, Inc.3,778
0.0% of portfolio›$209.9K
Ridgecrest Wealth Partners, LLC3,750
0.1% of portfolio›$208.3K
Miramontes Capital, LLC3,662
0.1% of portfolio›$203.4K
Castle Rock Wealth Management, LLC3,627
0.0% of portfolio›$205.5K
Signal Advisors Wealth, LLC3,612
0.0% of portfolio›$200.6K
Brown, Lisle Ings, Inc.3,300
0.0% of portfolio›$183.3K
Cape Investment Advisory, Inc.3,245
0.0% of portfolio›$180.3K
Angeles Wealth Management, LLC2,711
0.0% of portfolio›$150.6K
Ashton Thomas Private Wealth, LLC2,529
0.0% of portfolio›$140.5K
Creative Financial Designs Inc2,360
0.0% of portfolio›$131.1K
City State Bank2,200
0.0% of portfolio›$122.2K
Pinnacle Bancorp, Inc.1,941
0.0% of portfolio›$107.8K
Highline Wealth Partners LLC1,500
0.0% of portfolio›$83.3K
Compass Financial Management LLC1,469
0.0% of portfolio›$81.6K
Markowski Investments1,306
0.0% of portfolio›$72.5K
Montag A & Associates Inc1,218
0.0% of portfolio›$67.7K
EverSource Wealth Advisors, LLC1,004
0.0% of portfolio›$55.8K
Root Financial Partners, LLC707
0.0% of portfolio›$39.3K
Rossby Financial, LCC639
0.0% of portfolio›$35.5K
Signaturefd, LLC530
0.0% of portfolio›$29.4K
Mcdonald Partners LLC500
0.0% of portfolio›$27.8K
Berbice Capital Management LLC500
0.0% of portfolio›$27.8K
Mather Group, Llc.347
0.0% of portfolio›$19.3K
Assetmark, Inc314
0.0% of portfolio›$17.4K
Halbert Hargrove Global Advisors, LLC300
0.0% of portfolio›$16.7K
GHP Investment Advisors, Inc.289
0.0% of portfolio›$16.0K
RMG Wealth Management LLC250
0.0% of portfolio›$13.2K
Nova Financial LLC245
0.0% of portfolio›$13.6K
Tounjian Advisory Partners, LLC206
0.0% of portfolio›$11.5K
Financial Management Professionals, Inc.198
0.0% of portfolio›$11.0K
TD Waterhouse Canada Inc.190
0.0% of portfolio›$10.6K
Provenance Wealth Advisors, LLC176
0.0% of portfolio›$9.8K
GK Wealth Management LLC171
0.0% of portfolio›$9.5K
Ares Financial Consulting, LLC110
0.0% of portfolio›$6.1K
IFS Advisors, LLC68
0.0% of portfolio›$3.8K
TD Private Client Wealth LLC24
0.0% of portfolio›$1.3K
Aspect Partners, LLC20
0.0% of portfolio›$1.1K
Canton Hathaway, LLC18
0.0% of portfolio›$1.0K
Mountain Hill Investment Partners Corp.17
0.0% of portfolio›$924
Monetary Solutions, Ltd10
0.0% of portfolio›$570
Farmers & Merchants Investments Inc10
0.0% of portfolio›$556
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$278
StyleTurnoverLocationFiled
Howard Capital Management, LLC
1,019,392$56.6M0.7%ETFHighAlpharetta, GA2026-10-16
Foguth Wealth Management, Llc.
793,243$42.5M4.3%ETFHighBrighton, MI2026-10-19
Independent Financial Group, LLC
554,842$30.8M0.6%GrowthLowSan Diego, CA2026-10-13
Capital Investment Advisory Services, LLC
463,786$25.8M1.6%CoreMediumRaleigh, NC2026-10-30
Madden Securities Corp
451,132$25.1M6.6%GrowthMediumDallas, TX2026-10-27
Apollon Wealth Management, LLC
324,071$18.0M0.2%GrowthLowMount Pleasant, SC2026-10-23
MBL Wealth, LLC
321,357$17.9M1.1%ETFLowCharlotte, NC2026-10-22
Palacios Wealth Management, LLC
173,729$9.7M5.1%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Cambridge Investment Research Advisors, Inc.
172,906$9.6K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
172,668$9.6M0.0%ETFLowWaltham, MA2026-11-02
Cornerstone Enterprises, LLC
171,978$9.6M5.6%ETFMediumAppleton, WI2026-10-15
Chung Wu Investment Group, LLC
164,966$9.2M6.7%GrowthMediumSugar Land, TX2026-11-03
ARQ Wealth Advisors, LLC
151,415$8.4M1.0%ETFLowScottsdale, AZ2026-10-29
SBI Securities Co., Ltd.
151,349$8.4M0.2%Agg GrowthLowTokyo, Mexico2026-10-22
RFG Advisory, LLC
142,546$7.9M0.1%ETFMediumBirmingham, AL2026-11-03
New Wave Wealth Advisors LLC
135,617$7.6M2.0%CoreMediumSpringdale, AR2026-10-19
RiverTree Advisors, LLC
129,488$7.2M4.3%ETFMediumWinter Park, FL2026-10-13
Prevail Innovative Wealth Advisors, LLC
120,250$6.8M0.9%CoreVery HighLeawood, KS2026-10-20
Genesee Capital Advisors, LLC
116,781$6.5M2.0%ETFMediumAuburn, NY2026-10-20
StoneCrest Wealth Management, Inc.
104,441$5.8M1.9%ETFMediumChandler, AZ2026-11-03
Kestra Advisory Services, LLC
101,166$5.6M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
100,218$5.1M0.0%CoreLowPlymouth, MN2026-10-13
Independence Wealth Advisors, LLC
97,571$5.4M2.6%ETFHighIndependence, OH2026-10-29
Farther Finance Advisors, LLC
97,086$5.4M0.0%IndexLowSan Francisco, CA2026-10-08
Principal Financial Group Inc
93,793$5.2M0.0%CoreLowDes Moines, IA2026-11-02
Truist Financial Corp
83,398$4.6M0.0%CoreLowCharlotte, NC2026-10-30
Virtue Capital Management, LLC
80,388$4.5M0.6%GrowthHighBrentwood, TN2026-10-29
Kestra Private Wealth Services, LLC
78,410$4.4M0.0%GrowthLowAustin, TX2026-10-30
Park Avenue Securities LLC
74,101$4.1K0.0%ETFMediumNew York, NY2026-10-26
Nfsg Corp
71,420$4.0M0.5%Agg GrowthMediumBoca Raton, FL2026-10-15
Eddie Patel Inc
66,903$3.7M2.4%GARPVery HighChicago, IL2026-11-02
Milestone Asset Management, LLC
66,186$3.7M0.6%GrowthHighPittsburgh, PA2026-10-15
October Effect Ltd
65,744$3.7M3.7%GrowthHighVirginia Beach, VA2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
64,032$3.6M0.7%ETFHighFort Myers, FL2026-10-13
Brookstone Capital Management
63,205$3.5M0.0%ETFMediumWheaton, IL2026-10-22
Diversify Wealth Management, LLC
56,921$3.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
56,921$3.1M0.0%GrowthLowSandy, UT2026-10-20
Norden Group LLC
55,938$3.1M0.2%GrowthMediumProvo, UT2026-10-20
Concurrent Investment Advisors, LLC
55,905$3.1M0.0%GrowthMediumTampa, FL2026-10-16
SteelPeak Wealth, LLC
53,067$2.9M0.1%GrowthHighWoodland Hills, CA2026-10-16
Gainplan LLC
50,990$2.8M1.1%ETFHighBloomfield Hills, MI2026-10-09
Avidian Wealth Enterprises, LLC
48,695$2.7M0.1%ETFLowHouston, TX2026-10-08
Cap Partners, LLC
47,324$2.6M1.2%ETFLowFranklin, TN2026-10-19
Herbst Group, LLC
45,382$2.5M1.4%GrowthHighWestport, CT2026-10-20
Indivisible Partners
44,953$2.5M0.1%GrowthMediumClearwater, FL2026-10-26
Puff Wealth Management, LLC
44,667$2.5M2.3%ETFLowHaddonfield, NJ2026-10-07
Ellis Investment Partners, LLC
44,658$2.5M0.4%ETFLowBerwyn, PA2026-10-21
HUB Investment Partners, LLC
44,327$2.5M0.0%GrowthLowAustin, TX2026-11-03
Grantvest Financial Group LLC
42,493$2.4M1.4%ETFLowMatawan, NJ2026-10-21
Aprio Wealth Management, LLC
40,994$2.3M0.1%ETFMediumAtlanta, GA2026-10-28
CoreCap Advisors, LLC
38,877$2.2M0.1%ETFMediumSouthfield, MI2026-10-08
LJI Wealth Management, LLC
38,329$2.1M0.3%ETFLowIndianapolis, IN2026-10-28
M Holdings Securities, Inc.
35,271$1.9K0.0%ETFHighPortland, OR2026-11-03
Tactive Advisors, LLC
33,593$1.9M0.4%ETFHighJacksonville, FL2026-10-08
Capital Investment Advisors, LLC
33,098$1.8M0.0%CoreLowAtlanta, GA2026-10-22
Prospera Financial Services Inc
31,166$1.6M0.0%CoreMediumDallas, TX2026-11-04
Vima LLC
28,104$1.6M1.6%CoreLowTroy, MI2026-10-23
Dynamic Advisor Solutions LLC
27,815$1.5M0.0%ETFLowPhoenix, AZ2026-10-13
Oppenheimer & Co Inc
27,399$1.5M0.0%CoreLowNew York, NY2026-10-26
Verus Capital Partners, LLC
27,039$1.5M0.1%GrowthLowScottsdale, AZ2026-11-03
Unique Wealth, LLC
26,894$1.5M0.2%ETFMediumTampa, FL2026-10-16
PFG Advisors
26,827$1.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Sigma Planning Corp
26,221$1.5M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Clay Northam Wealth Management, LLC
26,141$1.5M0.7%GrowthVery LowHuntington Beach, CA2026-10-13
Latitude Advisors, LLC
24,931$1.4M0.4%ETFLowYorkville, IL2026-10-27
Vann Equity Management LLC
24,686$1.4M0.8%GrowthMediumPlano, TX2026-10-08
International Assets Investment Management, LLC
24,397$1.4M0.1%CoreVery HighOrlando, FL2026-11-02
PMG Family Office LLC
23,818$1.3M1.2%YieldVery LowPlano, TX2026-10-19
High Net Worth Advisory Group LLC
23,628$1.3M0.3%ETFVery LowNaples, FL2026-10-26
Private Trust Co NA
23,498$1.3M0.1%CoreLowCleveland, OH2026-10-20
Lido Advisors, LLC
22,942$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
BG Investment Services, LLC
22,898$1.3M0.2%GrowthVery LowHagatna, GU2026-10-23
Bauman Advisory Group, LLC
22,259$1.2M0.6%ETFMediumLas Vegas, NV2026-10-29
StoneX Group Inc.
22,037$1.2M0.0%ETFMediumNew York, NY2026-11-03
Capital Planning LLC
21,424$1.2M0.3%ETFLowBellevue, WA2026-10-09
Armstrong Advisory Group, Inc
20,895$1.2M0.1%ETFHighNeedham, MA2026-10-09
Elco Management Co., LLC
20,665$1.1M0.5%CoreLowNew York, NY2026-10-14
EPG Wealth Management LLC
20,452$1.1M0.3%GrowthLowAtlanta, GA2026-11-03
Flagstar Securities, Inc
19,197$1.1M0.3%ETFVery LowNew York, NY2026-10-15
Sowell Financial Services LLC
19,107$1.1M0.0%CoreLowNorth Little Rock, AR2026-10-23
Meridian Wealth Management, LLC
18,430$1.0M0.0%GrowthLowLexington, KY2026-11-05
PDS Planning, Inc
18,299$1.0M0.1%IndexVery LowDublin, OH2026-11-03
Midwest Financial Group LLC
18,250$1.0M0.3%ETFLowOverland Park, KS2026-10-15
Alkeme Wealth, LLC
17,934$996.2K0.4%ValueLowScottsdale, AZ2026-10-08
Kaizen Financial Strategies
17,022$945.6K0.4%ETFMediumCampbell, CA2026-10-09
Oregon Pacific Wealth Management, LLC
16,551$919.4K0.9%ETFMediumMedford, OR2026-10-20
Sound Income Strategies, LLC
16,327$915.3K0.0%YieldMediumFt Lauderdale, FL2026-10-09
HBW Advisory Services LLC
16,208$900.4K0.1%ETFMediumSimi Valley, CA2026-10-15
Kingswood Wealth Advisors, LLC
15,347$852.5K0.0%GrowthLowSan Diego, CA2026-10-23
Financial Management Network Inc
15,263$855.9K0.1%ETFLowMission Viejo, CA2026-10-09
Entrewealth, LLC
15,000$833.3K0.3%ETFLowAustin, TX2026-10-14
Ascentis Independent Advisors
14,669$814.9K0.0%ETFLowDallas, TX2026-11-03
SeaCrest Wealth Management, LLC
14,057$780.9K0.1%GrowthLowPurchase, NY2026-10-21
Strategic Blueprint, LLC
13,914$772.9K0.0%ETFLowAtlanta, GA2026-10-22
Oakworth Capital, Inc.
13,488$749.3K0.0%ETFLowBirmingham, AL2026-10-26
D.A. Davidson & Co.
13,287$738.1K0.0%CoreLowGreat Falls, MT2026-10-28
Creative Planning
12,320$684.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Choreo, LLC
12,209$678.2K0.0%IndexLowRockford, IL2026-10-28
Wealthcare Advisory Partners LLC
12,126$673.6K0.0%ETFLowWest Chester, PA2026-10-21
Larson Financial Group LLC
11,965$664.7K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
11,885$660.2K0.0%IndexLowSan Francisco, CA2026-11-03
Triad Wealth Partners, LLC
11,777$654.2K0.0%ETFMediumLawrence, KS2026-10-26
World Equity Group, Inc.
11,691$649.5K0.3%GrowthMediumSchaumburg, IL2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
11,656$647.5K0.1%ETFLowAthens, GA2026-10-28
BCS Wealth Management
11,089$616.0K0.1%ETFVery LowJohnson City, TN2026-11-03
Magnus Financial Group LLC
10,921$606.7K0.0%ETFLowNew York, NY2026-10-21
Chicago Partners Investment Group LLC
10,497$552.0K0.0%GARPLowChicago, IL2026-10-27
Teamwork Financial Advisors, LLC
10,463$581.2K0.1%GrowthHighSan Antonio, TX2026-10-19
Atria Investments, Inc
10,459$581.0K0.0%CoreMediumCharlotte, NC2026-10-15
Wedbush Securities Inc
10,355$5750.0%CoreLowPasadena, CA2026-10-22
Helium Advisors LLC
9,828$545.9K0.5%ETFLowVancouver, WA2026-10-23
Capital Wealth Alliance, LLC
9,791$543.9K0.2%CoreLowScottsdale, AZ2026-10-20
Hofer & Associates. Inc
9,731$540.5K0.4%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
9,731$540.5K0.4%ETFLowSan Francisco, CA2026-10-14
NorthCrest Asset Manangement, LLC
9,314$522.2K0.0%GrowthLowPlymouth, MN2026-10-13
MGO One Seven LLC
9,303$516.8K0.0%GrowthLowBeachwood, OH2026-10-28
IFP Advisors, Inc
8,979$498.8K0.0%GrowthLowTampa, FL2026-10-16
Rockport Wealth LLC
8,915$495.2K0.1%ETFMediumFairview Park, OH2026-11-03
MSH Capital Advisors LLC
8,520$473.3K0.1%CoreLowScottsdale, AZ2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
8,300$461.1K0.0%GrowthMediumZurich, Switzerland2026-10-29
IPG Investment Advisors LLC
8,175$454.1K0.1%CoreMediumSan Diego, CA2026-10-30
Wilmington Savings Fund Society, FSB
7,326$407.0K0.0%CoreLowWilmington, DE2026-10-23
True Private Wealth Advisors
7,200$400.0K0.0%ETFMediumSalem, OR2026-10-19
Traynor Capital Management, Inc.
7,130$396.1K0.0%GrowthLowMalvern, PA2026-10-29
Certuity, LLC
7,026$390.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
TrustBank
6,865$381.4K0.1%ETFVery LowOlney, IL2026-10-20
Redhawk Wealth Advisors, Inc.
6,743$374.6K0.0%ETFHighMinneapolis, MN2026-10-14
Soltis Investment Advisors LLC
6,723$373.5K0.0%CoreMediumSt. George, UT2026-10-28
Integrity Alliance, Llc.
6,676$370.9K0.0%ETFMediumUrbandale, IA2026-10-29
Retirement Guys Formula LLC
6,634$368.5K0.1%CoreMediumMaumee, OH2026-10-26
Certior Financial Group, LLC
6,614$367.4K0.2%ETFMediumKing Of Prussia, PA2026-10-19
Clear Creek Financial Management, LLC
6,532$362.8K0.0%ETFMediumSilverdale, WA2026-10-28
Reyes Financial Architecture, Inc.
6,487$360.4K0.2%ETFVery HighSan Diego, CA2026-10-22
Daymark Wealth Partners, LLC
6,460$358.9K0.0%CoreLowCincinnati, OH2026-11-04
Lewis Asset Management, LLC
6,315$350.8K0.1%GrowthLowLafayette, CA2026-10-14
TigerOak Management, L.L.C.
6,289$349.4K0.1%GrowthVery LowNashville, TN2026-10-23
Venture Visionary Partners LLC
6,285$349.2K0.0%CoreLowSylvania, OH2026-10-07
Novem Group
6,227$345.9K0.0%ETFMediumRochester, NY2026-10-19
Abel Hall, LLC
6,000$333.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Synergy Asset Management, LLC
5,947$330.4K0.0%GrowthHighVancouver, WA2026-11-05
Hobart Private Capital, LLC
5,768$320.4K0.1%ETFMediumCharlotte, NC2026-10-19
626 Financial, LLC
5,620$312.2K0.1%CoreLowPortage, MI2026-11-04
Claro Advisors Inc.
5,529$307.1K0.0%CoreLowBoston, MA2026-11-02
Private Client Services, LLC
5,314$295.2K0.1%ETFMediumLouisville, KY2026-10-02
Koshinski Asset Management, Inc.
5,194$288.5K0.0%ETFLowDecatur, IL2026-10-29
Fortitude Advisory Group L.L.C.
5,087$282.6K0.1%GrowthMediumGig Harbor, WA2026-10-15
Brighton Jones LLC
5,010$278.3K0.0%CoreVery LowSeattle, WA2026-11-03
Almanack Investment Partners, Llc.
4,946$274.8K0.0%ETFMediumNewtown Square, PA2026-11-03
Hibernia Wealth Partners, LLC
4,832$268.4K0.1%ETFVery LowBaton Rouge, LA2026-10-29
Balboa Wealth Partners
4,827$268.1K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Robertson Stephens Wealth Management, LLC
4,815$267.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Certified Advisory Corp
4,786$265.8K0.0%ETFLowAltamonte Springs, FL2026-10-29
Outlook Wealth Advisors, LLC
4,761$264.5K0.1%ETFMediumShenandoah, TX2026-10-28
Bluedoor Private Wealth, LLC
4,598$255.4K0.1%CoreLowBeverly, MA2026-11-05
AdvisorNet Financial, Inc
4,586$251.8K0.0%ETFLowMinnetonka, MN2026-10-15
Prime Capital Investment Advisors, LLC
4,545$252.5K0.0%ETFLowOverland Park, KS2026-10-20
LightSquare Wealth Management, LLC
4,387$243.7K0.2%ETFN/ABingham Farms, MI2026-11-03
Walkner Condon Financial Advisors LLC
4,373$242.9K0.0%ETFLowVerona, WI2026-11-02
Patriot Financial Group Insurance Agency, LLC
4,258$236.5K0.0%GrowthLowWalpole, MA2026-10-14
Valeo Financial Advisors, LLC
4,252$236.2K0.0%ETFLowCarmel, IN2026-10-08
Clear Retirement Advice LLC
4,202$233.4K0.2%ETFVery LowSan Mateo, CA2026-10-22
PW Nova Financial Services LLC
4,175$231.9K0.0%ETFLowNewtown, PA2026-10-15
Hohimer Wealth Management, LLC
4,079$226.6K0.0%CoreHighSeattle, WA2026-11-04
Sunpointe, LLC
3,964$220.2K0.1%GrowthMediumSt. Louis, MO2026-10-22
WealthPlan Investment Management, LLC
3,956$219.8K0.0%GrowthMediumOmaha, NE2026-10-15
Waycross Investment Management Co
3,916$217.5K0.2%ETFLowBellingham, WA2026-10-14
Advisor OS, LLC
3,869$214.9K0.0%ETFMediumChicago, IL2026-11-03
Fulcrum Equity Management
3,842$213.4K0.2%GrowthHighPlano, TX2026-10-21
Lanark Financial, Inc.
3,778$209.9K0.0%CoreMediumBirmingham, AL2026-10-26
Ridgecrest Wealth Partners, LLC
3,750$208.3K0.1%GrowthLowMill Valley, CA2026-10-19
Miramontes Capital, LLC
3,662$203.4K0.1%GrowthVery LowNewport, CA2026-10-19
Castle Rock Wealth Management, LLC
3,627$205.5K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Signal Advisors Wealth, LLC
3,612$200.6K0.0%ETFLowDetroit, MI2026-10-13
Brown, Lisle Ings, Inc.
3,300$183.3K0.0%CoreVery LowProvidence, RI2026-10-16
Cape Investment Advisory, Inc.
3,245$180.3K0.0%ETFLowMcdonough, GA2026-10-13
Angeles Wealth Management, LLC
2,711$150.6K0.0%ETFLowSanta Monica, CA2026-10-26
Ashton Thomas Private Wealth, LLC
2,529$140.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Creative Financial Designs Inc
2,360$131.1K0.0%ETFMediumKokomo, IN2026-11-04
City State Bank
2,200$122.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Pinnacle Bancorp, Inc.
1,941$107.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Highline Wealth Partners LLC
1,500$83.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Compass Financial Management LLC
1,469$81.6K0.0%CoreN/ATampa, FL2026-10-30
Markowski Investments
1,306$72.5K0.0%ETFN/ATampa, FL2026-10-30
Montag A & Associates Inc
1,218$67.7K0.0%CoreLowAtlanta, GA2026-10-29
EverSource Wealth Advisors, LLC
1,004$55.8K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
707$39.3K0.0%ETFMediumEncinitas, CA2026-10-21
Rossby Financial, LCC
639$35.5K0.0%ETFMediumMelbourne, FL2026-11-05
Signaturefd, LLC
530$29.4K0.0%IndexLowAtlanta, GA2026-10-23
Mcdonald Partners LLC
500$27.8K0.0%CoreLowCleveland, OH2026-11-03
Berbice Capital Management LLC
500$27.8K0.0%MomentumLowMelville, NY2026-10-13
Mather Group, Llc.
347$19.3K0.0%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
314$17.4K0.0%ETFLowConcord, CA2026-10-21
Halbert Hargrove Global Advisors, LLC
300$16.7K0.0%ETFLowLong Beach, CA2026-10-16
GHP Investment Advisors, Inc.
289$16.0K0.0%CoreVery LowDenver, CO2026-10-15
RMG Wealth Management LLC
250$13.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Nova Financial LLC
245$13.6K0.0%N/AN/ATucson, AZ2026-11-04
Tounjian Advisory Partners, LLC
206$11.5K0.0%GrowthHighFort Myers, FL2026-11-04
Financial Management Professionals, Inc.
198$11.0K0.0%ETFMediumAustin, TX2026-10-23
TD Waterhouse Canada Inc.
190$10.6K0.0%CoreLowToronto, Australia2026-10-16
Provenance Wealth Advisors, LLC
176$9.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
GK Wealth Management LLC
171$9.5K0.0%GARPVery HighReno, NV2026-10-09
Ares Financial Consulting, LLC
110$6.1K0.0%CoreLowCalabasas, CA2026-10-19
IFS Advisors, LLC
68$3.8K0.0%ETFLowOverland Park, KS2026-10-14
TD Private Client Wealth LLC
24$1.3K0.0%ETFLowNew York, NY2026-10-28
Aspect Partners, LLC
20$1.1K0.0%ETFMediumFairfax, VA2026-10-20
Canton Hathaway, LLC
18$1.0K0.0%ValueLowProvidence, RI2026-10-23
Mountain Hill Investment Partners Corp.
17$9240.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Monetary Solutions, Ltd
10$5700.0%ETFVery LowDayton, OH2026-10-22
Farmers & Merchants Investments Inc
10$5560.0%CoreVery LowLincoln, NE2026-10-22
Dhjj Financial Advisors, Ltd.
5$2780.0%ETFVery LowNaperville, IL2026-10-23