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SS Spdr N ICE HY Muni ETF (HYMB)

CUSIP: 78464A284 | NYSE | 1078 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC25,932,42216.5%+9,222,579Sep 30, 202692d ahead of 13F (6,665,742 sh) · +19,266,680
13G/AFMR LLC25,932,422
16.5% of class · Sep 30, 2026+9,222,579
92d ahead of 13F (6,665,742 sh) · +19,266,680

Institutional Holders — Q3 2026

Avantax Planning Partners, Inc.2,726,582
1.6% of portfolio›$64.0M
Bank of New York Mellon Corp1,838,649
0.0% of portfolio›$43.2M
Cliftonlarsonallen Wealth Advisors, LLC1,821,246
0.6% of portfolio›$42.7M
Trust Point Inc.936,908
1.6% of portfolio›$22.0M
Revolve Wealth Partners, LLC845,796
2.1% of portfolio›$19.9M
Farther Finance Advisors, LLC778,257
0.1% of portfolio›$18.3M
Tradewinds Capital Management, LLC567,241
2.3% of portfolio›$13.3M
Truist Financial Corp398,723
0.0% of portfolio›$9.4M
Capital Asset Advisory Services LLC398,582
0.3% of portfolio›$9.5M
Old National Bancorp375,292
0.2% of portfolio›$8.8M
Syntegra Private Wealth Group, LLC372,035
0.7% of portfolio›$8.7M
Parkside Investments, LLC369,000
1.0% of portfolio›$8.7M
Heartwood Wealth Advisors LLC360,314
0.7% of portfolio›$8.5M
Commonwealth Equity Services, LLC357,208
0.0% of portfolio›$8.4M
Modera Wealth Management, LLC350,197
0.1% of portfolio›$8.2M
Thrivent Financial for Lutherans312,275
0.0% of portfolio›$7.3K
Perigon Wealth Management, LLC288,053
0.1% of portfolio›$6.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management233,535
0.1% of portfolio›$5.5M
Avidian Wealth Enterprises, LLC224,748
0.1% of portfolio›$5.3M
CGN Advisors LLC205,861
0.4% of portfolio›$4.8M
Friday Financial200,591
0.9% of portfolio›$4.7M
Chemistry Wealth Management LLC192,201
0.7% of portfolio›$4.5M
Kestra Private Wealth Services, LLC186,772
0.0% of portfolio›$4.4M
High Net Worth Advisory Group LLC184,350
0.9% of portfolio›$4.3M
Erickson Financial Group, LLC180,133
2.3% of portfolio›$4.2M
Aspiriant, LLC180,108
0.1% of portfolio›$4.2M
Wealth Enhancement Advisory Services, LLC168,968
0.0% of portfolio›$3.9M
Washington Trust Bank168,071
0.3% of portfolio›$3.9M
Wedmont Private Capital164,010
0.1% of portfolio›$3.8M
Stackstone Wealth, LLC159,446
0.4% of portfolio›$3.7M
SigFig Wealth Management, LLC137,380
0.1% of portfolio›$3.2M
Kestra Advisory Services, LLC134,847
0.0% of portfolio›$3.2M
Melone Private Wealth, LLC125,673
1.2% of portfolio›$2.9M
Prime Capital Investment Advisors, LLC125,428
0.0% of portfolio›$2.9M
Missouri Trust & Investment Co119,855
0.8% of portfolio›$2.8M
Harbor Group, Inc.114,575
0.3% of portfolio›$2.7M
Laurel OAK Wealth Management, LLC114,238
0.4% of portfolio›$2.7M
Wealthcare Advisory Partners LLC112,484
0.0% of portfolio›$2.6M
Willis Johnson Wealth, Inc.112,406
0.1% of portfolio›$2.6M
First Interstate Bank111,056
0.1% of portfolio›$2.6M
Creative Planning101,476
0.0% of portfolio›$2.4M
Concurrent Investment Advisors, LLC101,147
0.0% of portfolio›$2.4M
Diversify Advisory Services, LLC97,614
0.0% of portfolio›$2.3M
Diversify Wealth Management, LLC97,614
0.0% of portfolio›$2.3M
Thrive Wealth Management, LLC92,812
0.3% of portfolio›$2.2M
Wealth Management Resources, Inc.90,512
0.7% of portfolio›$2.1M
Park Avenue Securities LLC89,614
0.0% of portfolio›$2.1K
APS Management Group, Inc.79,532
1.3% of portfolio›$1.9M
Heritage Wealth Management, Inc.79,394
0.6% of portfolio›$1.9M
Mather Group, Llc.79,346
0.0% of portfolio›$1.9M
Aprio Wealth Management, LLC77,315
0.1% of portfolio›$1.8M
Entrewealth, LLC73,845
0.6% of portfolio›$1.7M
Prentice Wealth Management LLC73,705
0.4% of portfolio›$1.7M
Traveka Wealth, LLC68,076
0.5% of portfolio›$1.6M
QP Wealth Management, LLC67,604
2.4% of portfolio›$1.6M
Manske Wealth Management65,700
0.4% of portfolio›$1.5M
Apella Capital, LLC64,027
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.63,618
0.0% of portfolio›$1.5K
Artesa Financial Group, LLC61,155
1.2% of portfolio›$1.4M
Keybank National Association55,608
0.0% of portfolio›$1.3M
Diversified Enterprises, LLC53,483
0.1% of portfolio›$1.3M
Csenge Advisory Group52,832
0.0% of portfolio›$1.2M
First Horizon Corp51,700
0.0% of portfolio›$1.2M
Elevation Point Wealth Partners, LLC51,136
0.0% of portfolio›$1.2M
ACT Advisors, Llc.47,221
0.4% of portfolio›$1.1M
Tennessee Valley Asset Management Partners46,347
0.1% of portfolio›$1.1M
Signature Wealth Management Partners, LLC46,049
0.5% of portfolio›$1.1M
Apollon Wealth Management, LLC45,786
0.0% of portfolio›$1.1M
Private Trust Co NA44,707
0.1% of portfolio›$1.0M
Lido Advisors, LLC44,432
0.0% of portfolio›$1.0M
K2 Financial Inc.40,719
0.7% of portfolio›$952.0K
Davenport & Co LLC38,400
0.0% of portfolio›$901.2K
Atria Investments, Inc38,220
0.0% of portfolio›$897.0K
Joel Adams & Associates, Inc.36,630
0.5% of portfolio›$859.7K
Droms Strauss Advisors Inc36,485
0.2% of portfolio›$856.3K
SAX Wealth Advisors, LLC36,399
0.0% of portfolio›$854.3K
Regatta Capital Group, LLC35,548
0.1% of portfolio›$834.3K
Rainier Family Wealth Inc35,293
0.4% of portfolio›$828.3K
Physician Wealth Solutions Inc.34,900
0.3% of portfolio›$819.1K
IFP Advisors, Inc34,739
0.0% of portfolio›$815.3K
1900 Wealth Management LLC34,734
0.0% of portfolio›$815.2K
United Advisor Group, LLC34,040
0.1% of portfolio›$798.9K
Riversedge Advisors, LLC32,069
0.1% of portfolio›$752.6K
SevenBridge Financial Group, LLC30,939
0.1% of portfolio›$727.4K
Bison Wealth, LLC30,873
0.1% of portfolio›$721.8K
Legacy Financial Strategies, LLC30,856
0.1% of portfolio›$724.2K
SimpliFi, Inc.30,822
0.3% of portfolio›$723.4K
Principal Financial Group Inc30,782
0.0% of portfolio›$722.5K
Brown Wealth Management, LLC30,758
0.2% of portfolio›$721.9K
Rede Wealth, LLC30,569
0.2% of portfolio›$717.4K
American Financial & TAX Strategies Inc30,253
0.3% of portfolio›$710.0K
FC Advisory LLC29,975
0.2% of portfolio›$703.5K
Sagespring Wealth Partners, LLC29,554
0.0% of portfolio›$693.6K
FAI Advisors, Inc.29,269
0.3% of portfolio›$686.9K
Insight Wealth Strategies, LLC29,161
0.1% of portfolio›$684.4K
Howard Capital Management, LLC28,880
0.0% of portfolio›$677.8K
DecisionMap Wealth Management, LLC28,447
0.4% of portfolio›$667.7K
Argonautica Private Wealth Management, Inc27,928
0.2% of portfolio›$655.5K
Bernardo Wealth Planning LLC27,608
0.1% of portfolio›$647.9K
Saxon Interests, Inc.27,508
0.2% of portfolio›$645.6K
Kuhn & Co Investment Counsel27,409
0.4% of portfolio›$643.3K
James J. Burns & Company, LLC26,679
0.1% of portfolio›$626.2K
Clark Asset Management, LLC26,599
0.0% of portfolio›$624.3K
Syverson Strege & Co25,585
0.1% of portfolio›$600.5K
Kraematon Investment Advisors, Inc24,978
0.4% of portfolio›$586.2K
Kwmg, LLC24,861
0.0% of portfolio›$583.5K
Tenzing Financial LLC24,645
0.4% of portfolio›$580.6K
Private Client Services, LLC23,883
0.2% of portfolio›$560.5K
ShoreHaven Wealth Partners, LLC23,382
0.2% of portfolio›$548.8K
Acorn Wealth Advisors, LLC23,208
0.1% of portfolio›$544.7K
1834 Investment Advisors Co22,733
0.1% of portfolio›$533.5K
MBL Wealth, LLC22,710
0.0% of portfolio›$533.0K
Meridian Wealth Management, LLC22,347
0.0% of portfolio›$524.5K
Grimes & Co Wealth Management, LLC21,820
0.0% of portfolio›$512.1K
HB Wealth Management, LLC21,667
0.0% of portfolio›$508.5K
Confluence Investment Management LLC21,363
0.0% of portfolio›$501.4K
Sowell Financial Services LLC20,898
0.0% of portfolio›$490.5K
Caliber Wealth Management, LLC / KS19,273
0.0% of portfolio›$452.3K
Breakwater Capital Group19,267
0.1% of portfolio›$452.2K
Blueprint Investment Partners LLC18,983
0.0% of portfolio›$445.5K
LexAurum Advisors, LLC18,781
0.0% of portfolio›$440.8K
Xcel Wealth Management, LLC18,000
0.1% of portfolio›$422.5K
Diversified Portfolios, Inc.17,869
0.0% of portfolio›$419.4K
Canvas Wealth Advisors, LLC17,821
0.1% of portfolio›$425.7K
WBH Advisory Inc17,332
0.0% of portfolio›$406.8K
Valeo Financial Advisors, LLC17,075
0.0% of portfolio›$400.8K
McAdam, LLC17,044
0.0% of portfolio›$400.0K
WPG Advisers, LLC16,583
0.2% of portfolio›$389.2K
Morton Brown Family Wealth, LLC16,563
0.1% of portfolio›$388.7K
Symmetry Partners, LLC16,473
0.0% of portfolio›$386.6K
BCS Wealth Management16,342
0.1% of portfolio›$383.5K
Shotwell Rutter Baer Inc16,336
0.2% of portfolio›$383.4K
Elyxium Wealth, LLC16,038
0.0% of portfolio›$376.4K
HCR Wealth Advisors15,550
0.0% of portfolio›$365.0K
Retirement Investment Advisors, Inc.15,461
0.0% of portfolio›$362.9K
Platform Technology Partners15,282
0.1% of portfolio›$358.7K
Integrity Advisory Solutions, LLC15,064
0.0% of portfolio›$353.6K
Stablepoint Partners, LLC15,010
0.0% of portfolio›$352.3K
BAR Harbor Wealth Management15,000
0.0% of portfolio›$352.1K
Integral Investment Advisors, Inc.15,000
0.1% of portfolio›$352.1K
RFG Advisory, LLC14,798
0.0% of portfolio›$347.3K
TCP Asset Management, LLC14,705
0.0% of portfolio›$340.9K
Weitzel Financial Services, Inc.14,368
0.1% of portfolio›$335.4K
Global Wealth Management Investment Advisory, Inc.13,879
0.0% of portfolio›$325.7K
XY Planning Network, Inc.13,874
0.0% of portfolio›$325.6K
Capital Investment Advisors, LLC13,691
0.0% of portfolio›$321.3K
Brighton Jones LLC13,632
0.0% of portfolio›$319.9K
Tenet Wealth Partners, LLC13,593
0.2% of portfolio›$319.0K
First Community Trust NA13,517
0.1% of portfolio›$317.2K
StoneX Group Inc.13,255
0.0% of portfolio›$311.2K
Able Wealth Management LLC12,982
0.1% of portfolio›$303.4K
Retirement Planning Group, LLC12,484
0.0% of portfolio›$293.0K
Mattern Wealth Management LLC12,461
0.0% of portfolio›$292.5K
Veery Capital, LLC12,392
0.1% of portfolio›$290.9K
Rossby Financial, LCC12,251
0.0% of portfolio›$287.5K
Orba Wealth Advisors, L.L.C.12,090
0.2% of portfolio›$283.8K
Vise Technologies, Inc.12,022
0.0% of portfolio›$282.2K
Latitude Advisors, LLC11,938
0.1% of portfolio›$280.2K
Gutierrez Wealth Advisory, LLC11,933
0.1% of portfolio›$280.1K
Accredited Investor Services, LLC11,564
0.2% of portfolio›$271.4K
Stewardship Advisors, LLC11,546
0.1% of portfolio›$271.0K
Robertson Stephens Wealth Management, LLC11,526
0.0% of portfolio›$270.5K
KW Wealth Management LLC10,800
0.2% of portfolio›$253.5K
Traphagen Investment Advisors LLC10,787
0.0% of portfolio›$253.2K
Verus Financial Partners, Inc.10,561
0.0% of portfolio›$247.9K
TSG Advice Partners, LLC10,413
0.0% of portfolio›$264.9K
Weaver Consulting Group10,228
0.0% of portfolio›$240.0K
PFG Advisors10,157
0.0% of portfolio›$238.4K
Monument Capital Management10,135
0.0% of portfolio›$237.9K
Sincerus Advisory, LLC10,110
0.2% of portfolio›$237.3K
Destiny Wealth Partners, LLC9,776
0.0% of portfolio›$233.7K
Citigroup Inc9,664
0.0% of portfolio›$226.8K
Fiduciary Financial Group, LLC9,495
0.0% of portfolio›$222.8K
Koshinski Asset Management, Inc.9,427
0.0% of portfolio›$221.3K
Ascentis Independent Advisors9,363
0.0% of portfolio›$219.8K
MGO One Seven LLC9,137
0.0% of portfolio›$214.4K
Cypress Financial Planning LLC8,641
0.1% of portfolio›$202.8K
RMG Wealth Management LLC8,544
0.0% of portfolio›$203.3K
Flagship Harbor Advisors, LLC8,535
0.0% of portfolio›$200.3K
Concord Wealth Partners7,363
0.0% of portfolio›$172.8K
Blueline Advisors LLC6,620
0.1% of portfolio›$155.4K
Westside Investment Management, Inc.4,439
0.0% of portfolio›$104.2K
Next Level Wealth Planning, LLC4,169
0.0% of portfolio›$97.8K
Farmers & Merchants Investments Inc3,910
0.0% of portfolio›$91.8K
Parallel Advisors, LLC3,852
0.0% of portfolio›$90.4K
Clean Yield Group3,593
0.0% of portfolio›$84.3K
Assetmark, Inc3,327
0.0% of portfolio›$78.1K
Ashton Thomas Private Wealth, LLC3,263
0.0% of portfolio›$76.6K
Trust Co2,943
0.0% of portfolio›$69.1K
Pathway Financial Advisers, LLC2,855
0.0% of portfolio›$67.0K
Caldwell Trust Co2,691
0.0% of portfolio›$63.2K
UMB Private Wealth Management, LLC2,300
0.1% of portfolio›$54.0K
Creative Financial Designs Inc1,721
0.0% of portfolio›$40.4K
EPG Wealth Management LLC1,421
0.0% of portfolio›$33.4K
AlphaCore Capital LLC1,350
0.0% of portfolio›$31.7K
Friedenthal Financial1,246
0.0% of portfolio›$29.2K
Triumph Capital Management1,207
0.0% of portfolio›$28.3K
CoreCap Advisors, LLC1,112
0.0% of portfolio›$26.1K
Hazlett, Burt & Watson, Inc.1,097
0.0% of portfolio›$26
Golden State Wealth Management, LLC1,060
0.0% of portfolio›$24.9K
Capital Investment Advisory Services, LLC1,000
0.0% of portfolio›$23.5K
Portfolio Resources Advisor Group, Inc.1,000
0.0% of portfolio›$23.5K
Pinnacle Bancorp, Inc.973
0.0% of portfolio›$22.8K
CX Institutional922
0.0% of portfolio›$22
Key FInancial Inc900
0.0% of portfolio›$21.1K
Horizon Financial Services, LLC789
0.0% of portfolio›$18.5K
Costello Asset Management, Inc680
0.0% of portfolio›$16.0K
Signature Equity Partners, LLC645
0.0% of portfolio›$15.1K
Provenance Wealth Advisors, LLC561
0.0% of portfolio›$13.2K
Edgemoor Investment Advisors, Inc.500
0.0% of portfolio›$11.7K
Smallwood Wealth Investment Management, LLC411
0.0% of portfolio›$9.6K
Abound Wealth Management388
0.0% of portfolio›$9.1K
Pinnacle Wealth Planning Services, Inc.365
0.0% of portfolio›$8.6K
Salomon & Ludwin, LLC320
0.0% of portfolio›$7.5K
Evolution Wealth Management Inc.240
0.0% of portfolio›$5.6K
Nvwm, LLC205
0.0% of portfolio›$4.8K
Vima LLC173
0.0% of portfolio›$4.1K
Larson Financial Group LLC142
0.0% of portfolio›$3.3K
Spire Wealth Management137
0.0% of portfolio›$3.2K
Aspect Partners, LLC124
0.0% of portfolio›$2.9K
Spurstone Advisory Services, LLC94
0.0% of portfolio›$2.2K
Financial Network Wealth Advisors LLC84
0.0% of portfolio›$2.0K
Networth Advisors, LLC84
0.0% of portfolio›$2.0K
Silver Grove Financial Group, Inc.71
0.0% of portfolio›$1.7K
Parkside Financial Bank & Trust61
0.0% of portfolio›$1.4K
Dhjj Financial Advisors, Ltd.20
0.0% of portfolio›$470
Cassaday & Co Wealth Management LLC18
0.0% of portfolio›$423
StyleTurnoverLocationFiled
Avantax Planning Partners, Inc.
2,726,582$64.0M1.6%ETFLowDubuque, IA2026-11-03
Bank of New York Mellon Corp
1,838,649$43.2M0.0%CoreLowNew York, NY2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
1,821,246$42.7M0.6%ETFLowMinneapolis, MN2026-10-14
Trust Point Inc.
936,908$22.0M1.6%CoreMediumLa Crosse, WI2026-10-27
Revolve Wealth Partners, LLC
845,796$19.9M2.1%ETFVery LowHackensack, NJ2026-10-23
Farther Finance Advisors, LLC
778,257$18.3M0.1%IndexLowSan Francisco, CA2026-10-08
Tradewinds Capital Management, LLC
567,241$13.3M2.3%ETFVery HighBellingham, WA2026-10-23
Truist Financial Corp
398,723$9.4M0.0%CoreLowCharlotte, NC2026-10-30
Capital Asset Advisory Services LLC
398,582$9.5M0.3%ETFLowWilliamston, MI2026-10-30
Old National Bancorp
375,292$8.8M0.2%CoreLowEvansville, IN2026-10-20
Syntegra Private Wealth Group, LLC
372,035$8.7M0.7%ETFLowChesterfield, MO2026-10-13
Parkside Investments, LLC
369,000$8.7M1.0%ETFLowDeerfield, IL2026-10-20
Heartwood Wealth Advisors LLC
360,314$8.5M0.7%ETFLowRichmond, VA2026-10-05
Commonwealth Equity Services, LLC
357,208$8.4M0.0%ETFLowWaltham, MA2026-11-02
Modera Wealth Management, LLC
350,197$8.2M0.1%ETFVery LowWestwood, NJ2026-10-28
Thrivent Financial for Lutherans
312,275$7.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Perigon Wealth Management, LLC
288,053$6.8M0.1%GrowthLowSan Francisco, CA2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
233,535$5.5M0.1%GrowthVery LowSeattle, WA2026-10-27
Avidian Wealth Enterprises, LLC
224,748$5.3M0.1%ETFLowHouston, TX2026-10-08
CGN Advisors LLC
205,861$4.8M0.4%ETFLowManhattan, KS2026-10-21
Friday Financial
200,591$4.7M0.9%ETFVery LowDubuque, IA2026-10-09
Chemistry Wealth Management LLC
192,201$4.5M0.7%CoreLowNew York, NY2026-10-16
Kestra Private Wealth Services, LLC
186,772$4.4M0.0%GrowthLowAustin, TX2026-10-30
High Net Worth Advisory Group LLC
184,350$4.3M0.9%ETFVery LowNaples, FL2026-10-26
Erickson Financial Group, LLC
180,133$4.2M2.3%ETFVery LowAllentown, PA2026-11-05
Aspiriant, LLC
180,108$4.2M0.1%ETFVery LowLos Angeles, CA2026-10-16
Wealth Enhancement Advisory Services, LLC
168,968$3.9M0.0%CoreLowPlymouth, MN2026-10-13
Washington Trust Bank
168,071$3.9M0.3%CoreLowSpokane, WA2026-11-03
Wedmont Private Capital
164,010$3.8M0.1%IndexVery LowWest Chester, PA2026-10-09
Stackstone Wealth, LLC
159,446$3.7M0.4%CoreN/ADubuque, IA2026-10-19
SigFig Wealth Management, LLC
137,380$3.2M0.1%ETFLowSan Francisco, CA2026-10-07
Kestra Advisory Services, LLC
134,847$3.2M0.0%CoreLowAustin, TX2026-11-02
Melone Private Wealth, LLC
125,673$2.9M1.2%ETFMediumAuburn Hills, MI2026-10-16
Prime Capital Investment Advisors, LLC
125,428$2.9M0.0%ETFLowOverland Park, KS2026-10-20
Missouri Trust & Investment Co
119,855$2.8M0.8%CoreVery LowSpringfield, MO2026-11-04
Harbor Group, Inc.
114,575$2.7M0.3%ETFVery LowBedford, NH2026-10-14
Laurel OAK Wealth Management, LLC
114,238$2.7M0.4%GrowthLowMarlton, NJ2026-10-19
Wealthcare Advisory Partners LLC
112,484$2.6M0.0%ETFLowWest Chester, PA2026-10-21
Willis Johnson Wealth, Inc.
112,406$2.6M0.1%ETFLowHouston, TX2026-11-03
First Interstate Bank
111,056$2.6M0.1%ETFLowBillings, MT2026-10-23
Creative Planning
101,476$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Concurrent Investment Advisors, LLC
101,147$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Diversify Advisory Services, LLC
97,614$2.3M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
97,614$2.3M0.0%GrowthMediumSandy, UT2026-10-20
Thrive Wealth Management, LLC
92,812$2.2M0.3%ETFVery LowAudubon, PA2026-10-13
Wealth Management Resources, Inc.
90,512$2.1M0.7%ETFVery LowSmithfield, RI2026-10-21
Park Avenue Securities LLC
89,614$2.1K0.0%ETFMediumNew York, NY2026-10-26
APS Management Group, Inc.
79,532$1.9M1.3%ETFMediumTorrance, CA2026-10-14
Heritage Wealth Management, Inc.
79,394$1.9M0.6%ETFLowSan Diego, CA2026-10-27
Mather Group, Llc.
79,346$1.9M0.0%ETFMediumChicago, IL2026-10-14
Aprio Wealth Management, LLC
77,315$1.8M0.1%ETFMediumAtlanta, GA2026-10-28
Entrewealth, LLC
73,845$1.7M0.6%ETFLowAustin, TX2026-10-14
Prentice Wealth Management LLC
73,705$1.7M0.4%ETFLowRochester, NY2026-10-20
Traveka Wealth, LLC
68,076$1.6M0.5%ETFLowLos Altos, CA2026-10-19
QP Wealth Management, LLC
67,604$1.6M2.4%GrowthHighBoca Raton, FL2026-10-20
Manske Wealth Management
65,700$1.5M0.4%ValueVery LowHouston, TX2026-10-26
Apella Capital, LLC
64,027$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Cambridge Investment Research Advisors, Inc.
63,618$1.5K0.0%ETFLowFairfield, IA2026-11-02
Artesa Financial Group, LLC
61,155$1.4M1.2%ETFLowConroe, TX2026-10-29
Keybank National Association
55,608$1.3M0.0%CoreLowBrooklyn, OH2026-11-04
Diversified Enterprises, LLC
53,483$1.3M0.1%ETFVery LowWilmington, DE2026-10-19
Csenge Advisory Group
52,832$1.2M0.0%ETFMediumClearwater, FL2026-11-04
First Horizon Corp
51,700$1.2M0.0%CoreLowMemphis, TN2026-10-26
Elevation Point Wealth Partners, LLC
51,136$1.2M0.0%CoreHighDenver, CO2026-11-05
ACT Advisors, Llc.
47,221$1.1M0.4%ETFMediumAsheville, NC2026-10-15
Tennessee Valley Asset Management Partners
46,347$1.1M0.1%ETFLowKnoxville, TN2026-11-03
Signature Wealth Management Partners, LLC
46,049$1.1M0.5%GrowthVery LowMontvale, NJ2026-10-21
Apollon Wealth Management, LLC
45,786$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Private Trust Co NA
44,707$1.0M0.1%CoreLowCleveland, OH2026-10-20
Lido Advisors, LLC
44,432$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
K2 Financial Inc.
40,719$952.0K0.7%ETFLowGlendora, CA2026-10-26
Davenport & Co LLC
38,400$901.2K0.0%CoreMediumRichmond, VA2026-10-14
Atria Investments, Inc
38,220$897.0K0.0%CoreMediumCharlotte, NC2026-10-15
Joel Adams & Associates, Inc.
36,630$859.7K0.5%ETFLowAsheville, NC2026-11-02
Droms Strauss Advisors Inc
36,485$856.3K0.2%ETFLowSt. Louis, MO2026-11-03
SAX Wealth Advisors, LLC
36,399$854.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Regatta Capital Group, LLC
35,548$834.3K0.1%ETFLowEl Segundo, CA2026-10-23
Rainier Family Wealth Inc
35,293$828.3K0.4%GrowthLowTacoma, WA2026-11-02
Physician Wealth Solutions Inc.
34,900$819.1K0.3%ETFLowNorth Las Vegas, NV2026-10-14
IFP Advisors, Inc
34,739$815.3K0.0%GrowthLowTampa, FL2026-10-16
1900 Wealth Management LLC
34,734$815.2K0.0%ETFLowSan Antonio, TX2026-10-13
United Advisor Group, LLC
34,040$798.9K0.1%ETFLowCincinnati, OH2026-11-03
Riversedge Advisors, LLC
32,069$752.6K0.1%ETFMediumWilmington, DE2026-10-09
SevenBridge Financial Group, LLC
30,939$727.4K0.1%CoreLowHarrisburg, PA2026-10-26
Bison Wealth, LLC
30,873$721.8K0.1%GrowthMediumAtlanta, GA2026-10-13
Legacy Financial Strategies, LLC
30,856$724.2K0.1%ETFLowOverland Park, KS2026-10-15
SimpliFi, Inc.
30,822$723.4K0.3%ETFMediumSan Diego, CA2026-10-28
Principal Financial Group Inc
30,782$722.5K0.0%CoreLowDes Moines, IA2026-11-02
Brown Wealth Management, LLC
30,758$721.9K0.2%ETFMediumNaperville, IL2026-10-20
Rede Wealth, LLC
30,569$717.4K0.2%ValueMediumCharlottesville, VA2026-10-22
American Financial & TAX Strategies Inc
30,253$710.0K0.3%ETFVery LowNew York, NY2026-10-16
FC Advisory LLC
29,975$703.5K0.2%ETFVery LowWest Chester, PA2026-10-05
Sagespring Wealth Partners, LLC
29,554$693.6K0.0%ETFLowFranklin, TN2026-10-22
FAI Advisors, Inc.
29,269$686.9K0.3%GrowthLowFarmington Hills, MI2026-10-27
Insight Wealth Strategies, LLC
29,161$684.4K0.1%ETFHighSan Ramon, CA2026-10-09
Howard Capital Management, LLC
28,880$677.8K0.0%ETFHighAlpharetta, GA2026-10-16
DecisionMap Wealth Management, LLC
28,447$667.7K0.4%ETFLowGreat Falls, VA2026-10-29
Argonautica Private Wealth Management, Inc
27,928$655.5K0.2%GrowthLowWellesley, MA2026-11-02
Bernardo Wealth Planning LLC
27,608$647.9K0.1%ETFVery LowHarleysville, PA2026-10-23
Saxon Interests, Inc.
27,508$645.6K0.2%ETFMediumHouston, TX2026-10-26
Kuhn & Co Investment Counsel
27,409$643.3K0.4%CoreLowChicago, IL2026-10-29
James J. Burns & Company, LLC
26,679$626.2K0.1%ETFVery LowMelville, NY2026-10-22
Clark Asset Management, LLC
26,599$624.3K0.0%ETFVery LowStratham, NH2026-10-19
Syverson Strege & Co
25,585$600.5K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Kraematon Investment Advisors, Inc
24,978$586.2K0.4%MomentumLowBraintree, MA2026-11-02
Kwmg, LLC
24,861$583.5K0.0%ETFVery LowOverland Park, KS2026-10-07
Tenzing Financial LLC
24,645$580.6K0.4%ETFVery LowWilliamsburg, VA2026-11-03
Private Client Services, LLC
23,883$560.5K0.2%ETFMediumLouisville, KY2026-10-02
ShoreHaven Wealth Partners, LLC
23,382$548.8K0.2%ETFMediumRed Bank, NJ2026-10-16
Acorn Wealth Advisors, LLC
23,208$544.7K0.1%ETFLowGrand Blanc, MI2026-10-19
1834 Investment Advisors Co
22,733$533.5K0.1%ValueLowMilwaukee, WI2026-10-16
MBL Wealth, LLC
22,710$533.0K0.0%ETFLowCharlotte, NC2026-10-22
Meridian Wealth Management, LLC
22,347$524.5K0.0%GrowthLowLexington, KY2026-11-05
Grimes & Co Wealth Management, LLC
21,820$512.1K0.0%CoreLowWestborough, MA2026-10-29
HB Wealth Management, LLC
21,667$508.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Confluence Investment Management LLC
21,363$501.4K0.0%ValueMediumSt. Louis, MO2026-10-01
Sowell Financial Services LLC
20,898$490.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Caliber Wealth Management, LLC / KS
19,273$452.3K0.0%ETFLowOverland Park, KS2026-11-04
Breakwater Capital Group
19,267$452.2K0.1%ETFLowParamus, NJ2026-10-09
Blueprint Investment Partners LLC
18,983$445.5K0.0%ETFMediumGreensboro, NC2026-10-28
LexAurum Advisors, LLC
18,781$440.8K0.0%ETFLowOverland Park, KS2026-10-19
Xcel Wealth Management, LLC
18,000$422.5K0.1%CoreMediumHolly Hill, FL2026-10-26
Diversified Portfolios, Inc.
17,869$419.4K0.0%ETFLowBloomfield Hills, MI2026-11-04
Canvas Wealth Advisors, LLC
17,821$425.7K0.1%GrowthLowShawnee, KS2026-11-02
WBH Advisory Inc
17,332$406.8K0.0%ETFLowBaltimore, MD2026-11-05
Valeo Financial Advisors, LLC
17,075$400.8K0.0%ETFLowCarmel, IN2026-10-08
McAdam, LLC
17,044$400.0K0.0%ETFLowPhiladelphia, PA2026-10-21
WPG Advisers, LLC
16,583$389.2K0.2%CoreLowBaltimore, MD2026-10-27
Morton Brown Family Wealth, LLC
16,563$388.7K0.1%ETFVery LowAllentown, PA2026-10-23
Symmetry Partners, LLC
16,473$386.6K0.0%ETFLowGlastonbury, CT2026-10-27
BCS Wealth Management
16,342$383.5K0.1%ETFVery LowJohnson City, TN2026-11-03
Shotwell Rutter Baer Inc
16,336$383.4K0.2%ETFVery LowLansing, MI2026-10-14
Elyxium Wealth, LLC
16,038$376.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
HCR Wealth Advisors
15,550$365.0K0.0%GrowthLowLos Angeles, CA2026-10-15
Retirement Investment Advisors, Inc.
15,461$362.9K0.0%ETFVery LowOklahoma City, OK2026-10-22
Platform Technology Partners
15,282$358.7K0.1%CoreVery LowLocust Valley, NY2026-11-02
Integrity Advisory Solutions, LLC
15,064$353.6K0.0%ETFMediumDallas, TX2026-10-29
Stablepoint Partners, LLC
15,010$352.3K0.0%CoreLowBraintree, MA2026-11-03
BAR Harbor Wealth Management
15,000$352.1K0.0%CoreLowConcord, NH2026-10-21
Integral Investment Advisors, Inc.
15,000$352.1K0.1%ETFVery LowTurlock, CA2026-11-03
RFG Advisory, LLC
14,798$347.3K0.0%ETFMediumBirmingham, AL2026-11-03
TCP Asset Management, LLC
14,705$340.9K0.0%ETFLowUpper Arlington, OH2026-10-14
Weitzel Financial Services, Inc.
14,368$335.4K0.1%ETFVery LowDubuque, IA2026-10-16
Global Wealth Management Investment Advisory, Inc.
13,879$325.7K0.0%CoreLowFort Lauderdale, FL2026-11-04
XY Planning Network, Inc.
13,874$325.6K0.0%ETFLowBozeman, MT2026-10-14
Capital Investment Advisors, LLC
13,691$321.3K0.0%CoreLowAtlanta, GA2026-10-22
Brighton Jones LLC
13,632$319.9K0.0%CoreVery LowSeattle, WA2026-11-03
Tenet Wealth Partners, LLC
13,593$319.0K0.2%ETFN/AChampaign, IL2026-10-19
First Community Trust NA
13,517$317.2K0.1%GrowthLowDubuque, IA2026-10-07
StoneX Group Inc.
13,255$311.2K0.0%ETFMediumNew York, NY2026-11-03
Able Wealth Management LLC
12,982$303.4K0.1%ETFMediumToms River, NJ2026-10-13
Retirement Planning Group, LLC
12,484$293.0K0.0%ETFVery LowLeawood, KS2026-10-19
Mattern Wealth Management LLC
12,461$292.5K0.0%ETFVery LowLawrence, KS2026-11-04
Veery Capital, LLC
12,392$290.9K0.1%ETFVery LowWilmington, DE2026-10-07
Rossby Financial, LCC
12,251$287.5K0.0%ETFMediumMelbourne, FL2026-11-05
Orba Wealth Advisors, L.L.C.
12,090$283.8K0.2%ETFMediumChicago, IL2026-10-23
Vise Technologies, Inc.
12,022$282.2K0.0%IndexLowNew York, NY2026-10-29
Latitude Advisors, LLC
11,938$280.2K0.1%ETFLowYorkville, IL2026-10-27
Gutierrez Wealth Advisory, LLC
11,933$280.1K0.1%ETFLowLittle Rock, AR2026-11-02
Accredited Investor Services, LLC
11,564$271.4K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Stewardship Advisors, LLC
11,546$271.0K0.1%ETFMediumMount Joy, PA2026-10-20
Robertson Stephens Wealth Management, LLC
11,526$270.5K0.0%ETFMediumSan Francisco, CA2026-10-16
KW Wealth Management LLC
10,800$253.5K0.2%CoreVery LowSacramento, CA2026-10-28
Traphagen Investment Advisors LLC
10,787$253.2K0.0%ETFLowOradell, NJ2026-10-14
Verus Financial Partners, Inc.
10,561$247.9K0.0%ETFVery LowRichmond, VA2026-10-29
TSG Advice Partners, LLC
10,413$264.9K0.0%ETFN/AColumbus, OH2026-10-29
Weaver Consulting Group
10,228$240.0K0.0%ETFLowHuntington Beach, CA2026-10-07
PFG Advisors
10,157$238.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Monument Capital Management
10,135$237.9K0.0%GARPHighAlexandria, VA2026-10-09
Sincerus Advisory, LLC
10,110$237.3K0.2%ETFVery LowNew York, NY2026-10-09
Destiny Wealth Partners, LLC
9,776$233.7K0.0%ETFMediumTavares, FL2026-11-05
Citigroup Inc
9,664$226.8K0.0%CoreMediumNew York, NY2026-11-04
Fiduciary Financial Group, LLC
9,495$222.8K0.0%ETFLowSan Rafael, CA2026-10-13
Koshinski Asset Management, Inc.
9,427$221.3K0.0%ETFLowDecatur, IL2026-10-29
Ascentis Independent Advisors
9,363$219.8K0.0%ETFLowDallas, TX2026-11-03
MGO One Seven LLC
9,137$214.4K0.0%GrowthLowBeachwood, OH2026-10-28
Cypress Financial Planning LLC
8,641$202.8K0.1%ETFLowHaddon Heights, NJ2026-10-09
RMG Wealth Management LLC
8,544$203.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Flagship Harbor Advisors, LLC
8,535$200.3K0.0%ETFMediumBoston, MA2026-10-26
Concord Wealth Partners
7,363$172.8K0.0%GrowthLowAbingdon, VA2026-11-02
Blueline Advisors LLC
6,620$155.4K0.1%ETFLowExeter, NH2026-10-15
Westside Investment Management, Inc.
4,439$104.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Next Level Wealth Planning, LLC
4,169$97.8K0.0%ETFVery LowMeridian, ID2026-10-29
Farmers & Merchants Investments Inc
3,910$91.8K0.0%CoreVery LowLincoln, NE2026-10-22
Parallel Advisors, LLC
3,852$90.4K0.0%IndexLowSan Francisco, CA2026-11-03
Clean Yield Group
3,593$84.3K0.0%CoreLowNorwich, VT2026-10-28
Assetmark, Inc
3,327$78.1K0.0%ETFLowConcord, CA2026-10-21
Ashton Thomas Private Wealth, LLC
3,263$76.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Trust Co
2,943$69.1K0.0%ETFVery LowManhattan, KS2026-10-09
Pathway Financial Advisers, LLC
2,855$67.0K0.0%CoreLowAuburn, IN2026-10-27
Caldwell Trust Co
2,691$63.2K0.0%GrowthLowVenice, FL2026-10-30
UMB Private Wealth Management, LLC
2,300$54.0K0.1%GrowthN/AKansas City, MO2026-10-19
Creative Financial Designs Inc
1,721$40.4K0.0%ETFMediumKokomo, IN2026-11-04
EPG Wealth Management LLC
1,421$33.4K0.0%GrowthLowAtlanta, GA2026-11-03
AlphaCore Capital LLC
1,350$31.7K0.0%ETFLowLa Jolla, CA2026-11-04
Friedenthal Financial
1,246$29.2K0.0%ETFHighMarlton, NJ2026-10-27
Triumph Capital Management
1,207$28.3K0.0%ETFMediumDenver, CO2026-10-14
CoreCap Advisors, LLC
1,112$26.1K0.0%ETFMediumSouthfield, MI2026-10-08
Hazlett, Burt & Watson, Inc.
1,097$260.0%CoreVery LowWheeling, WV2026-11-04
Golden State Wealth Management, LLC
1,060$24.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Capital Investment Advisory Services, LLC
1,000$23.5K0.0%CoreMediumRaleigh, NC2026-10-30
Portfolio Resources Advisor Group, Inc.
1,000$23.5K0.0%ETFMediumCoral Gables, FL2026-10-20
Pinnacle Bancorp, Inc.
973$22.8K0.0%CoreVery LowBeatrice, NE2026-10-21
CX Institutional
922$220.0%CoreMediumAuburn, IN2026-10-02
Key FInancial Inc
900$21.1K0.0%ETFLowWest Chester, PA2026-11-02
Horizon Financial Services, LLC
789$18.5K0.0%ETFLowWinston Salem, NC2026-11-04
Costello Asset Management, Inc
680$16.0K0.0%CoreLowFeasterville, PA2026-10-30
Signature Equity Partners, LLC
645$15.1K0.0%GrowthMediumColumbus, OH2026-10-29
Provenance Wealth Advisors, LLC
561$13.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Edgemoor Investment Advisors, Inc.
500$11.7K0.0%CoreVery LowBethesda, MD2026-11-03
Smallwood Wealth Investment Management, LLC
411$9.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Abound Wealth Management
388$9.1K0.0%ETFVery LowFranklin, TN2026-10-26
Pinnacle Wealth Planning Services, Inc.
365$8.6K0.0%GARPLowMansfield, OH2026-10-27
Salomon & Ludwin, LLC
320$7.5K0.0%ETFVery LowRichmond, VA2026-10-29
Evolution Wealth Management Inc.
240$5.6K0.0%ETFMediumFort Myers, FL2026-10-28
Nvwm, LLC
205$4.8K0.0%GrowthMediumYardley, PA2026-10-14
Vima LLC
173$4.1K0.0%CoreLowTroy, MI2026-10-23
Larson Financial Group LLC
142$3.3K0.0%GrowthLowSt Louis, MO2026-11-05
Spire Wealth Management
137$3.2K0.0%GrowthMediumMclean, VA2026-10-30
Aspect Partners, LLC
124$2.9K0.0%ETFMediumFairfax, VA2026-10-20
Spurstone Advisory Services, LLC
94$2.2K0.0%CoreLowHigganum, CT2026-11-02
Financial Network Wealth Advisors LLC
84$2.0K0.0%ETFLowMurray, UT2026-10-28
Networth Advisors, LLC
84$2.0K0.0%ETFMediumCanonsburg, PA2026-11-03
Silver Grove Financial Group, Inc.
71$1.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
61$1.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Dhjj Financial Advisors, Ltd.
20$4700.0%ETFVery LowNaperville, IL2026-10-23
Cassaday & Co Wealth Management LLC
18$4230.0%ETFVery LowMclean, VA2026-10-27