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SS Spdr BB Conv SEC ETF (CWB)

CUSIP: 78464A359 | NYSE | 1595 institutional holders

Quarters

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

Howard Capital Management, LLC2,020,000
2.5% of portfolio›$204.4M
Delta Capital Management LLC1,186,000
0.0% of portfolio›$1.2K
Assetmark, Inc727,115
0.1% of portfolio›$73.6M
Goodman Advisory Group, LLC526,504
12.1% of portfolio›$53.3M
Cambridge Investment Research Advisors, Inc.248,055
0.0% of portfolio›$25.1K
New York Life Investment Management LLC227,805
0.2% of portfolio›$23.0M
Commonwealth Equity Services, LLC210,732
0.0% of portfolio›$21.3M
Truist Financial Corp185,941
0.0% of portfolio›$18.8M
XML Financial, LLC180,048
1.3% of portfolio›$18.2M
Wealth Enhancement Advisory Services, LLC177,868
0.0% of portfolio›$17.8M
Waldron Private Wealth LLC155,485
0.5% of portfolio›$15.7M
Lifestyle Asset Management, Inc.143,524
3.5% of portfolio›$14.5M
Aegis Wealth Management, Inc.131,985
7.9% of portfolio›$13.4M
Oppenheimer & Co Inc129,093
0.1% of portfolio›$13.1M
Modera Wealth Management, LLC128,877
0.1% of portfolio›$13.0M
Financial & Tax Architects, LLC117,407
2.4% of portfolio›$11.9M
Oppenheimer Asset Management Inc.115,540
0.1% of portfolio›$11.7M
William Mack & Associates, Inc.101,851
3.2% of portfolio›$10.3M
Paulson Wealth Management Inc.97,940
2.1% of portfolio›$9.9M
NTV Asset Management LLC94,433
0.9% of portfolio›$9.6M
Paladin Partners, LLC90,673
5.6% of portfolio›$9.2M
Citigroup Inc81,675
0.0% of portfolio›$8.3M
Spectrum Wealth Advisory Group, LLC80,903
2.3% of portfolio›$8.2M
Windsor Capital Management, LLC80,693
2.1% of portfolio›$8.2M
Concurrent Investment Advisors, LLC73,492
0.1% of portfolio›$7.4M
Discipline Wealth Solutions, LLC72,628
0.6% of portfolio›$7.3M
Finward Bancorp71,441
5.3% of portfolio›$7.2M
Baron Financial Group, LLC71,101
3.5% of portfolio›$7.2M
Riggs Asset Managment Co. Inc.70,247
1.3% of portfolio›$7.1M
Florin Court Capital LLP69,695
7.3% of portfolio›$7.1M
David J Yvars Group69,141
3.2% of portfolio›$7.0M
Kestra Advisory Services, LLC66,220
0.0% of portfolio›$6.7M
HMS Capital Management, LLC63,994
2.5% of portfolio›$6.5M
Indivisible Partners63,438
0.3% of portfolio›$6.4M
Brindle & Bay Financial Advisors, LLC60,917
2.3% of portfolio›$6.2M
Creative Planning58,726
0.0% of portfolio›$5.9M
True Private Wealth Advisors56,899
0.5% of portfolio›$5.8M
Sterling Investment Advisors, Ltd.53,339
0.9% of portfolio›$5.4M
Sage Capital Management, LLC50,393
1.9% of portfolio›$5.1M
Mirae Asset Global Investments Co., Ltd.49,661
0.0% of portfolio›$5.0M
B. Riley Wealth Advisors, Inc.46,635
0.2% of portfolio›$4.7M
IFP Advisors, Inc43,652
0.1% of portfolio›$4.4M
Wesbanco Bank Inc43,415
0.1% of portfolio›$4.4M
Chicago Partners Investment Group LLC42,906
0.1% of portfolio›$4.1M
Nilsine Partners, LLC39,026
0.3% of portfolio›$3.9M
Sentinel Advisory Group, LLC37,259
1.5% of portfolio›$3.8M
HF Advisory Group, LLC36,344
1.1% of portfolio›$3.7M
Midwest Professional Planners, Ltd.35,881
0.7% of portfolio›$3.6M
Aletheian Wealth Advisors LLC35,612
1.4% of portfolio›$3.6M
Optivise Advisory Services LLC34,670
1.7% of portfolio›$3.5M
Mosley Wealth Management32,743
0.9% of portfolio›$3.2M
McAdam, LLC31,818
0.1% of portfolio›$3.2M
Elevation Capital Advisory, LLC31,728
1.3% of portfolio›$3.2M
Powell Investment Advisors, LLC30,423
1.0% of portfolio›$3.1M
Focus Financial Network, Inc.28,919
0.1% of portfolio›$2.9M
Focus Wealth Advisors, LLC28,661
1.4% of portfolio›$2.9M
Graetz Wealth LLC28,661
2.3% of portfolio›$2.9M
Sowell Financial Services LLC25,929
0.1% of portfolio›$2.6M
AXS Investments LLC24,455
0.2% of portfolio›$2.5M
Kingswood Wealth Advisors, LLC23,798
0.1% of portfolio›$2.4M
Farther Finance Advisors, LLC23,116
0.0% of portfolio›$2.3M
Prospera Financial Services Inc22,769
0.0% of portfolio›$2.2M
Simplicity Wealth,LLC22,720
0.1% of portfolio›$2.3M
Howard Wealth Management, LLC22,627
0.8% of portfolio›$2.3M
Brookstone Capital Management22,550
0.0% of portfolio›$2.3M
Montecito Bank & Trust20,978
0.3% of portfolio›$2.1M
Tucker Asset Management LLC20,907
0.5% of portfolio›$2.1M
Burns J W & Co Inc20,870
0.2% of portfolio›$2.1M
SkyOak Wealth, LLC20,343
0.3% of portfolio›$2.1M
Atria Investments, Inc19,931
0.0% of portfolio›$2.0M
Thrive Capital Management, LLC19,738
0.4% of portfolio›$2.0M
Flagstar Securities, Inc18,744
0.6% of portfolio›$1.9M
Schaper Benz & Wise Investment Counsel Inc18,743
0.1% of portfolio›$1.9M
Park Edge Advisors, LLC18,562
0.4% of portfolio›$1.9M
MGO One Seven LLC18,124
0.0% of portfolio›$1.8M
Manske Wealth Management17,858
0.4% of portfolio›$1.8M
New England Private Wealth Advisors LLC17,590
0.2% of portfolio›$1.8M
ARK & TLK Investments, LLC16,480
0.4% of portfolio›$1.7M
Farrell Financial LLC16,066
0.9% of portfolio›$1.6M
Nvwm, LLC15,786
0.3% of portfolio›$1.6M
Independent Financial Group, LLC15,411
0.0% of portfolio›$1.6M
Brighton Jones LLC15,244
0.0% of portfolio›$1.5M
Lido Advisors, LLC15,225
0.0% of portfolio›$1.5M
Yorktown Management & Research Co Inc15,000
1.0% of portfolio›$1.5M
LFA - Lugano Financial Advisors SA14,651
0.9% of portfolio›$1.5M
Kingsbury Capital Investment Advisors LLC14,610
1.4% of portfolio›$1.5M
Capital City Trust Co14,533
0.3% of portfolio›$1.5M
Worth Asset Management, LLC14,317
0.4% of portfolio›$1.4M
Gilpin Wealth Management, LLC13,908
1.0% of portfolio›$1.4M
Legacy Capital Wealth Partners, LLC13,891
0.3% of portfolio›$1.4M
BridgePort Financial Solutions, LLC13,400
0.3% of portfolio›$1.4M
Elevation Point Wealth Partners, LLC13,224
0.0% of portfolio›$1.3M
Guardian Asset Advisors, LLC13,064
0.6% of portfolio›$1.3M
Investment Management Trust, LLC12,503
1.1% of portfolio›$1.3M
Nabity-Jensen Investment Management Inc12,488
0.8% of portfolio›$1.3M
Stablepoint Partners, LLC12,277
0.2% of portfolio›$1.2M
Pension & Wealth Management Advisors, Inc.12,184
0.3% of portfolio›$1.2M
Kraematon Investment Advisors, Inc12,161
0.9% of portfolio›$1.2M
Arrow Investment Advisors, LLC12,123
1.1% of portfolio›$1.2M
Herold Advisors, Inc.11,925
0.2% of portfolio›$1.2M
Patten Group, Inc.11,874
0.2% of portfolio›$1.2M
Insight Wealth Strategies, LLC11,566
0.1% of portfolio›$1.2M
Investors Research Corp11,546
0.2% of portfolio›$1.2M
HB Wealth Management, LLC10,814
0.0% of portfolio›$1.1M
Cottonwood Capital Advisors, LLC10,730
0.7% of portfolio›$1.1M
Occidental Asset Management, LLC10,706
0.1% of portfolio›$1.1M
Clear Creek Financial Management, LLC10,522
0.1% of portfolio›$1.1M
Daymark Wealth Partners, LLC10,493
0.0% of portfolio›$1.1M
Signal Advisors Wealth, LLC10,363
0.0% of portfolio›$1.0M
Sigma Planning Corp10,362
0.0% of portfolio›$1.0M
Targeted Financial Services LLC10,240
0.8% of portfolio›$1.0M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors10,240
0.1% of portfolio›$1.0M
Towerpoint Wealth, LLC9,970
0.4% of portfolio›$1.0M
First Merchants Corp9,659
0.0% of portfolio›$977.3K
Bigelow Investment Advisors, LLC9,552
0.3% of portfolio›$966.5K
Lee, Kelleher & Klein Wealth Management9,500
0.5% of portfolio›$961.2K
Capstone Wealth Management Group, Inc.9,228
0.5% of portfolio›$933.7K
Rockland Trust Co9,090
0.0% of portfolio›$919.7K
Portland Financial Advisors Inc8,792
1.5% of portfolio›$889.6K
Key FInancial Inc8,734
0.1% of portfolio›$883.7K
Sidoxia Capital Management, LLC8,706
0.6% of portfolio›$880.9K
RCW Management, LLC8,639
0.8% of portfolio›$874.1K
Pinnacle Associates LTD8,416
0.0% of portfolio›$851.5K
Horst & Graben Wealth Management LLC8,059
0.1% of portfolio›$815.4K
Telos Capital Management, Inc.7,945
0.1% of portfolio›$803.9K
Whipplewood Advisors, LLC7,866
0.5% of portfolio›$795.9K
Retireful, LLC7,531
0.7% of portfolio›$762.0K
PW Nova Financial Services LLC7,342
0.2% of portfolio›$742.9K
Trifecta Capital Advisors, LLC6,835
0.1% of portfolio›$691.6K
Midwest Trust Co6,815
0.0% of portfolio›$689.5K
Sonata Capital Group Inc6,535
0.2% of portfolio›$661.2K
Smithbridge Asset Management Inc6,426
0.1% of portfolio›$650.2K
Left Brain Wealth Management, LLC6,337
0.2% of portfolio›$641.2K
Cap Partners, LLC6,197
0.3% of portfolio›$627.0K
TFB Advisors LLC6,169
0.3% of portfolio›$624.2K
Asset One Wealth Management LLC6,107
0.1% of portfolio›$617.9K
James Investment Research, Inc.6,047
0.1% of portfolio›$611.8K
Annex Advisory Services, LLC6,046
0.0% of portfolio›$611.8K
Waystone Advisors LLC5,966
0.5% of portfolio›$643.3K
Stirlingshire Investments, Inc.5,839
0.4% of portfolio›$590.8K
LongView Wealth Management5,799
0.1% of portfolio›$586.7K
Connecticut Wealth Management, LLC5,605
0.0% of portfolio›$567.1K
RVW Wealth, LLC5,512
0.0% of portfolio›$557.7K
Form Wealth Advisors, LLC5,442
0.1% of portfolio›$550.6K
AlphaCentric Advisors LLC5,427
0.5% of portfolio›$549.1K
Wealth Management Resources, Inc.5,360
0.2% of portfolio›$542.3K
Sagespring Wealth Partners, LLC5,198
0.0% of portfolio›$526.0K
D.A. Davidson & Co.5,187
0.0% of portfolio›$524.8K
Liberty Atlantic Advisors LLC5,125
0.3% of portfolio›$518.5K
Spire Wealth Management5,116
0.0% of portfolio›$517.6K
Certified Advisory Corp5,049
0.0% of portfolio›$510.9K
MV Capital Management, Inc.5,001
0.0% of portfolio›$506.0K
International Assets Investment Management, LLC5,000
0.0% of portfolio›$505.3K
ERn Financial, LLC4,995
0.1% of portfolio›$505.4K
Hudson Oak Wealth Advisory LLC4,962
0.4% of portfolio›$502.1K
Bank of Stockton4,700
0.1% of portfolio›$475.5K
Eagle Strategies LLC4,636
0.0% of portfolio›$469.0K
Diversify Wealth Management, LLC4,531
0.0% of portfolio›$439.9K
Diversify Advisory Services, LLC4,531
0.0% of portfolio›$439.9K
Old Port Advisors4,366
0.1% of portfolio›$441.8K
Independent Wealth Network Inc.4,344
0.1% of portfolio›$439.5K
Embree Financial Group4,209
0.0% of portfolio›$425.9K
Csenge Advisory Group4,174
0.0% of portfolio›$422.3K
Kestra Private Wealth Services, LLC4,029
0.0% of portfolio›$407.6K
Frank, Rimerman Advisors LLC4,000
0.0% of portfolio›$404.7K
MeadowBrook Investment Advisors LLC3,980
0.3% of portfolio›$378.7K
CPC Advisors, LLC3,944
0.1% of portfolio›$399.1K
Hobart Private Capital, LLC3,881
0.1% of portfolio›$392.7K
Mascagni Wealth Management, Inc.3,806
0.2% of portfolio›$385.1K
First Heartland Consultants, Inc.3,794
0.0% of portfolio›$383.9K
Prime Capital Investment Advisors, LLC3,733
0.0% of portfolio›$377.7K
Calamos Wealth Management LLC3,680
0.0% of portfolio›$372.3K
Focused Wealth Management, Inc3,623
0.0% of portfolio›$366.6K
Acorn Wealth Advisors, LLC3,574
0.1% of portfolio›$361.7K
Galvin, Gaustad & Stein, LLC3,535
0.0% of portfolio›$357.7K
Smith Chas P & Associates PA Cpas3,492
0.0% of portfolio›$331.9K
Principle Wealth Partners LLC3,416
0.0% of portfolio›$345.6K
Private Trust Co NA3,345
0.0% of portfolio›$338.4K
BAM Wealth Management, LLC3,344
0.2% of portfolio›$338.3K
Breakwater Capital Group3,206
0.0% of portfolio›$324.4K
CoreCap Advisors, LLC3,180
0.0% of portfolio›$321.8K
Burke & Herbert Bank & Trust Co3,105
0.1% of portfolio›$314.2K
Urban Wealth Management, LLC2,995
0.3% of portfolio›$303.0K
WealthPoint Financial, LLC2,987
0.2% of portfolio›$302.2K
Winthrop Advisory Group LLC2,984
0.0% of portfolio›$301.9K
Compass Financial Management LLC2,978
0.0% of portfolio›$364.9K
Columbia Advisory Partners LLC2,925
0.2% of portfolio›$296.0K
Bluedoor Private Wealth, LLC2,919
0.1% of portfolio›$295.3K
Fulton Breakefield Broenniman LLC2,860
0.0% of portfolio›$289.4K
Instrumental Wealth, LLC2,536
0.1% of portfolio›$256.6K
Quad-Cities Investment Group, LLC2,523
0.1% of portfolio›$255.3K
Unique Wealth Strategies, LLC2,487
0.1% of portfolio›$268.1K
Key Client Fiduciary Advisors, LLC2,480
0.1% of portfolio›$250.9K
93 Financial Group, LLC2,386
0.1% of portfolio›$241.4K
Ascent Group, LLC2,372
0.0% of portfolio›$240.0K
TD Waterhouse Canada Inc.2,347
0.0% of portfolio›$237.2K
Avidian Wealth Enterprises, LLC2,319
0.0% of portfolio›$234.6K
Citizens Financial Group Inc2,317
0.0% of portfolio›$234.4K
EverSource Wealth Advisors, LLC2,291
0.0% of portfolio›$231.8K
Investment House LLC2,285
0.0% of portfolio›$231.2K
Synergy Asset Management, LLC2,246
0.0% of portfolio›$227.3K
Belvedere Trading LLC2,236
0.0% of portfolio›$226.2K
Sage Rhino Capital LLC2,160
0.0% of portfolio›$218.5K
Trust Co of Oklahoma2,154
0.1% of portfolio›$217.9K
Global View Capital Management LLC2,111
0.0% of portfolio›$213.6K
Americana Partners, LLC2,097
0.0% of portfolio›$212.2K
SeaCrest Wealth Management, LLC2,076
0.0% of portfolio›$210.0K
Huntleigh Advisors, Inc.2,022
0.0% of portfolio›$204.7K
Capital Investment Advisors, LLC2,014
0.0% of portfolio›$203.8K
Patton Albertson Miller Group, LLC2,000
0.0% of portfolio›$202.4K
Bokf, NA1,810
0.0% of portfolio›$183.1K
Capital Investment Advisory Services, LLC1,800
0.0% of portfolio›$182.1K
Blue Trust, Inc.1,608
0.0% of portfolio›$162.7K
GK Wealth Management LLC1,509
0.1% of portfolio›$152.6K
Eastern Bank1,500
0.0% of portfolio›$151.8K
Hazlett, Burt & Watson, Inc.1,437
0.0% of portfolio›$145
Hughes Financial Services, LLC1,427
0.0% of portfolio›$137.8K
CX Institutional1,373
0.0% of portfolio›$139
United Community Bank1,327
0.0% of portfolio›$134.3K
Cullen T Bankers, Inc.1,277
0.0% of portfolio›$129.2K
Oakworth Capital, Inc.1,196
0.0% of portfolio›$121.0K
EPG Wealth Management LLC1,088
0.0% of portfolio›$110.1K
Main Street Group, LTD1,033
0.0% of portfolio›$104.5K
Arlington Trust Co LLC1,000
0.0% of portfolio›$101.2K
Bullock Wealth Management Group949
0.0% of portfolio›$95.9K
SBI Securities Co., Ltd.933
0.0% of portfolio›$94.4K
Highline Wealth Partners LLC894
0.0% of portfolio›$90.5K
Reyes Financial Architecture, Inc.862
0.1% of portfolio›$87.2K
Phillips Financial Management, LLC814
0.0% of portfolio›$82.4K
First Community Trust NA813
0.0% of portfolio›$82.3K
Lloyd Advisory Services, Llc.768
0.0% of portfolio›$77.7K
Harbor Investment Advisory, LLC722
0.0% of portfolio›$73.1K
Tompkins Financial Corp658
0.0% of portfolio›$66.6K
Robbins Farley654
0.0% of portfolio›$66.2K
American National Bank & Trust645
0.0% of portfolio›$65.3K
Root Financial Partners, LLC627
0.0% of portfolio›$63.4K
Independence Bank of Kentucky600
0.0% of portfolio›$60.7K
Financial Network Wealth Advisors LLC570
0.1% of portfolio›$57.7K
Creative Financial Designs Inc570
0.0% of portfolio›$57.7K
Sage Mountain Advisors LLC569
0.0% of portfolio›$57.6K
Roxbury Financial LLC557
0.0% of portfolio›$56.4K
Kroeger Financial Partners536
0.1% of portfolio›$54.2K
James T. Borello RIA518
0.0% of portfolio›$52.4K
Wealth Enhancement Trust Services, Inc.492
0.0% of portfolio›$49.8K
Caldwell Trust Co400
0.0% of portfolio›$40.5K
Mather Group, Llc.383
0.0% of portfolio›$38.8K
Plante Moran Financial Advisors, LLC340
0.0% of portfolio›$34.4K
First Pacific Financial333
0.0% of portfolio›$33.7K
Cassaday & Co Wealth Management LLC289
0.0% of portfolio›$29.2K
High Point Wealth Management, LLC289
0.0% of portfolio›$29.2K
Center for Financial Planning, Inc.284
0.0% of portfolio›$28.7K
Tradewinds Capital Management, LLC274
0.0% of portfolio›$27.7K
First Premier Bank250
0.0% of portfolio›$25
Pinnacle Wealth Planning Services, Inc.242
0.0% of portfolio›$24.5K
Parallel Advisors, LLC240
0.0% of portfolio›$24.3K
Gamma Investing LLC221
0.0% of portfolio›$22.4K
Country Trust Bank208
0.0% of portfolio›$21.0K
Gables Capital Management Inc.200
0.0% of portfolio›$20.2K
Ashton Thomas Private Wealth, LLC170
0.0% of portfolio›$17.2K
Silver Grove Financial Group, Inc.164
0.0% of portfolio›$16.6K
Pflug Koory, LLC151
0.0% of portfolio›$15.3K
Clayton Financial Group LLC148
0.0% of portfolio›$15.0K
Triumph Capital Management143
0.0% of portfolio›$14.5K
Kingdom Financial Group Llc.140
0.0% of portfolio›$14.1K
Sarver Vrooman Wealth Advisors116
0.0% of portfolio›$11.8K
Syntax Research, Inc.115
0.0% of portfolio›$11.6K
Ascentis Independent Advisors110
0.0% of portfolio›$11.1K
1620 Investment Advisors, Inc.97
0.0% of portfolio›$9.8K
Sunrise Financial Services, LLC83
0.0% of portfolio›$8.4K
Cherry Tree Wealth Management, LLC80
0.0% of portfolio›$8.1K
Lodestone Wealth Management LLC76
0.0% of portfolio›$7.7K
Monetary Solutions, Ltd75
0.0% of portfolio›$7.6K
Barrett & Company, Inc.67
0.0% of portfolio›$6.8K
Global Trust Asset Management, LLC55
0.0% of portfolio›$5.6K
Buck Wealth Strategies, LLC52
0.0% of portfolio›$5.3K
Grove Bank & Trust49
0.0% of portfolio›$5.0K
Nfsg Corp39
0.0% of portfolio›$3.9K
Latitude Advisors, LLC38
0.0% of portfolio›$3.9K
Gen-Wealth Partners Inc32
0.0% of portfolio›$3.2K
Foresight Capital Management Advisors, Inc.25
0.0% of portfolio›$2.5K
Manchester Capital Management LLC10
0.0% of portfolio›$1.0K
Dhjj Financial Advisors, Ltd.1
0.0% of portfolio›$102
Horizon Financial Services, LLC0
0.0% of portfolio›$0
Financial Management Professionals, Inc.0
0.0% of portfolio›$8
StyleTurnoverLocationFiled
Howard Capital Management, LLC
2,020,000$204.4M2.5%ETFHighAlpharetta, GA2026-10-16
Delta Capital Management LLC
1,186,000$1.2K0.0%CoreLowRed Bank, NJ2026-10-16
Assetmark, Inc
727,115$73.6M0.1%ETFLowConcord, CA2026-10-21
Goodman Advisory Group, LLC
526,504$53.3M12.1%GrowthHighNeedham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
248,055$25.1K0.0%ETFLowFairfield, IA2026-11-02
New York Life Investment Management LLC
227,805$23.0M0.2%GrowthLowNew York, NY2026-11-04
Commonwealth Equity Services, LLC
210,732$21.3M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
185,941$18.8M0.0%CoreLowCharlotte, NC2026-10-30
XML Financial, LLC
180,048$18.2M1.3%ETFLowBethesda, MD2026-10-29
Wealth Enhancement Advisory Services, LLC
177,868$17.8M0.0%CoreLowPlymouth, MN2026-10-13
Waldron Private Wealth LLC
155,485$15.7M0.5%ETFVery LowBridgeville, PA2026-11-02
Lifestyle Asset Management, Inc.
143,524$14.5M3.5%ETFHighFriendswood, TX2026-10-20
Aegis Wealth Management, Inc.
131,985$13.4M7.9%ETFMediumGuthrie Center, IA2026-10-26
Oppenheimer & Co Inc
129,093$13.1M0.1%CoreLowNew York, NY2026-10-26
Modera Wealth Management, LLC
128,877$13.0M0.1%ETFVery LowWestwood, NJ2026-10-28
Financial & Tax Architects, LLC
117,407$11.9M2.4%CoreHighSt Louis, MO2026-10-15
Oppenheimer Asset Management Inc.
115,540$11.7M0.1%CoreMediumNew York, NY2026-10-27
William Mack & Associates, Inc.
101,851$10.3M3.2%ETFLowTroy, MI2026-10-27
Paulson Wealth Management Inc.
97,940$9.9M2.1%ETFLowWest Palm Beach, FL2026-11-02
NTV Asset Management LLC
94,433$9.6M0.9%GrowthLowCharleston, WV2026-10-23
Paladin Partners, LLC
90,673$9.2M5.6%ETFVery LowHartland, WI2026-10-06
Citigroup Inc
81,675$8.3M0.0%CoreMediumNew York, NY2026-11-04
Spectrum Wealth Advisory Group, LLC
80,903$8.2M2.3%ETFMediumGranite Bay, CA2026-10-29
Windsor Capital Management, LLC
80,693$8.2M2.1%ETFVery LowPhoenix, AZ2026-10-13
Concurrent Investment Advisors, LLC
73,492$7.4M0.1%GrowthMediumTampa, FL2026-10-16
Discipline Wealth Solutions, LLC
72,628$7.3M0.6%ETFLowGreenville, SC2026-10-14
Finward Bancorp
71,441$7.2M5.3%CoreLowMunster, IN2026-10-14
Baron Financial Group, LLC
71,101$7.2M3.5%ETFVery LowFair Lawn, NJ2026-10-09
Riggs Asset Managment Co. Inc.
70,247$7.1M1.3%GrowthMediumDallas, PA2026-11-05
Florin Court Capital LLP
69,695$7.1M7.3%ETFVery LowLondon, United Kingdom2026-11-02
David J Yvars Group
69,141$7.0M3.2%GrowthLowUniversity Park, FL2026-10-09
Kestra Advisory Services, LLC
66,220$6.7M0.0%CoreLowAustin, TX2026-11-02
HMS Capital Management, LLC
63,994$6.5M2.5%GrowthMediumNashville, TN2026-10-20
Indivisible Partners
63,438$6.4M0.3%GrowthMediumClearwater, FL2026-10-26
Brindle & Bay Financial Advisors, LLC
60,917$6.2M2.3%ETFMediumFrisco, TX2026-10-15
Creative Planning
58,726$5.9M0.0%IndexVery LowOverland Park, KS2026-11-02
True Private Wealth Advisors
56,899$5.8M0.5%ETFMediumSalem, OR2026-10-19
Sterling Investment Advisors, Ltd.
53,339$5.4M0.9%GrowthLowBerwyn, PA2026-10-27
Sage Capital Management, LLC
50,393$5.1M1.9%ETFLowStockton, NJ2026-10-20
Mirae Asset Global Investments Co., Ltd.
49,661$5.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
B. Riley Wealth Advisors, Inc.
46,635$4.7M0.2%GrowthLowMemphis, TN2026-10-13
IFP Advisors, Inc
43,652$4.4M0.1%GrowthLowTampa, FL2026-10-16
Wesbanco Bank Inc
43,415$4.4M0.1%CoreLowWheeling, WV2026-11-04
Chicago Partners Investment Group LLC
42,906$4.1M0.1%GARPLowChicago, IL2026-10-27
Nilsine Partners, LLC
39,026$3.9M0.3%CoreMediumGreenwood Village, CO2026-11-02
Sentinel Advisory Group, LLC
37,259$3.8M1.5%ETFVery LowMiddleton, WI2026-10-20
HF Advisory Group, LLC
36,344$3.7M1.1%ValueLowAnnapolis, MD2026-10-09
Midwest Professional Planners, Ltd.
35,881$3.6M0.7%GrowthMediumWausau, WI2026-10-29
Aletheian Wealth Advisors LLC
35,612$3.6M1.4%ETFVery LowBellevue, WA2026-10-08
Optivise Advisory Services LLC
34,670$3.5M1.7%ETFMediumFranklin, TN2026-10-19
Mosley Wealth Management
32,743$3.2M0.9%ETFHighAnaheim, CA2026-10-16
McAdam, LLC
31,818$3.2M0.1%ETFLowPhiladelphia, PA2026-10-21
Elevation Capital Advisory, LLC
31,728$3.2M1.3%ETFVery HighBend, OR2026-10-29
Powell Investment Advisors, LLC
30,423$3.1M1.0%ETFVery LowMiami, FL2026-10-22
Focus Financial Network, Inc.
28,919$2.9M0.1%ETFLowMinneapolis, MN2026-10-14
Focus Wealth Advisors, LLC
28,661$2.9M1.4%ETFLowHouston, TX2026-10-14
Graetz Wealth LLC
28,661$2.9M2.3%ETFMediumJenison, MI2026-10-27
Sowell Financial Services LLC
25,929$2.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
AXS Investments LLC
24,455$2.5M0.2%GrowthMediumPort Chester, NY2026-11-04
Kingswood Wealth Advisors, LLC
23,798$2.4M0.1%GrowthLowSan Diego, CA2026-10-23
Farther Finance Advisors, LLC
23,116$2.3M0.0%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
22,769$2.2M0.0%CoreMediumDallas, TX2026-11-04
Simplicity Wealth,LLC
22,720$2.3M0.1%ETFLowSummit, NJ2026-10-23
Howard Wealth Management, LLC
22,627$2.3M0.8%ETFVery LowMadison, CT2026-10-28
Brookstone Capital Management
22,550$2.3M0.0%ETFMediumWheaton, IL2026-10-22
Montecito Bank & Trust
20,978$2.1M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
Tucker Asset Management LLC
20,907$2.1M0.5%ETFMediumLittleton, CO2026-10-29
Burns J W & Co Inc
20,870$2.1M0.2%GrowthVery LowDewitt, NY2026-10-20
SkyOak Wealth, LLC
20,343$2.1M0.3%ETFLowSouthfield, MI2026-10-28
Atria Investments, Inc
19,931$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Thrive Capital Management, LLC
19,738$2.0M0.4%CoreMediumFort Washington, PA2026-10-28
Flagstar Securities, Inc
18,744$1.9M0.6%ETFVery LowNew York, NY2026-10-15
Schaper Benz & Wise Investment Counsel Inc
18,743$1.9M0.1%CoreVery LowNeenah, WI2026-10-09
Park Edge Advisors, LLC
18,562$1.9M0.4%CoreMediumCleveland, OH2026-10-28
MGO One Seven LLC
18,124$1.8M0.0%GrowthLowBeachwood, OH2026-10-28
Manske Wealth Management
17,858$1.8M0.4%ValueVery LowHouston, TX2026-10-26
New England Private Wealth Advisors LLC
17,590$1.8M0.2%ETFVery LowWellesley, MA2026-10-19
ARK & TLK Investments, LLC
16,480$1.7M0.4%ETFLowOklahoma City, OK2026-10-20
Farrell Financial LLC
16,066$1.6M0.9%ETFVery LowOrchard Park, NY2026-10-16
Nvwm, LLC
15,786$1.6M0.3%GrowthMediumYardley, PA2026-10-14
Independent Financial Group, LLC
15,411$1.6M0.0%GrowthLowSan Diego, CA2026-10-13
Brighton Jones LLC
15,244$1.5M0.0%CoreVery LowSeattle, WA2026-11-03
Lido Advisors, LLC
15,225$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Yorktown Management & Research Co Inc
15,000$1.5M1.0%MomentumMediumForest, VA2026-10-28
LFA - Lugano Financial Advisors SA
14,651$1.5M0.9%ETFLowLugano, Switzerland2026-11-03
Kingsbury Capital Investment Advisors LLC
14,610$1.5M1.4%GrowthMediumEvanston, IL2026-10-20
Capital City Trust Co
14,533$1.5M0.3%CoreVery LowTallahassee, FL2026-10-22
Worth Asset Management, LLC
14,317$1.4M0.4%ETFHighDallas, TX2026-10-07
Gilpin Wealth Management, LLC
13,908$1.4M1.0%GrowthLowDenver, CO2026-10-09
Legacy Capital Wealth Partners, LLC
13,891$1.4M0.3%CoreMediumLittle Rock, AR2026-10-21
BridgePort Financial Solutions, LLC
13,400$1.4M0.3%ETFLowFairfield, IA2026-11-02
Elevation Point Wealth Partners, LLC
13,224$1.3M0.0%CoreHighDenver, CO2026-11-05
Guardian Asset Advisors, LLC
13,064$1.3M0.6%GrowthMediumMechanicsburg, PA2026-10-16
Investment Management Trust, LLC
12,503$1.3M1.1%GrowthN/AFitchburg, MA2026-11-05
Nabity-Jensen Investment Management Inc
12,488$1.3M0.8%ETFVery LowOmaha, NE2026-10-23
Stablepoint Partners, LLC
12,277$1.2M0.2%CoreLowBraintree, MA2026-11-03
Pension & Wealth Management Advisors, Inc.
12,184$1.2M0.3%ETFLowWaltham, MA2026-10-16
Kraematon Investment Advisors, Inc
12,161$1.2M0.9%MomentumLowBraintree, MA2026-11-02
Arrow Investment Advisors, LLC
12,123$1.2M1.1%Agg GrowthMediumLaurel, MD2026-11-02
Herold Advisors, Inc.
11,925$1.2M0.2%CoreLowNew York, NY2026-10-19
Patten Group, Inc.
11,874$1.2M0.2%CoreLowChattanooga, TN2026-10-26
Insight Wealth Strategies, LLC
11,566$1.2M0.1%ETFHighSan Ramon, CA2026-10-09
Investors Research Corp
11,546$1.2M0.2%ETFLowAtlanta, GA2026-10-07
HB Wealth Management, LLC
10,814$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Cottonwood Capital Advisors, LLC
10,730$1.1M0.7%ETFVery LowSalt Lake City, UT2026-10-20
Occidental Asset Management, LLC
10,706$1.1M0.1%GrowthLowBurlingame, CA2026-11-05
Clear Creek Financial Management, LLC
10,522$1.1M0.1%ETFMediumSilverdale, WA2026-10-28
Daymark Wealth Partners, LLC
10,493$1.1M0.0%CoreLowCincinnati, OH2026-11-04
Signal Advisors Wealth, LLC
10,363$1.0M0.0%ETFLowDetroit, MI2026-10-13
Sigma Planning Corp
10,362$1.0M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Targeted Financial Services LLC
10,240$1.0M0.8%ETFLowSeminole, FL2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
10,240$1.0M0.1%ETFMediumWestlake, OH2026-10-14
Towerpoint Wealth, LLC
9,970$1.0M0.4%ETFLowSacramento, CA2026-10-13
First Merchants Corp
9,659$977.3K0.0%GrowthLowMuncie, IN2026-10-15
Bigelow Investment Advisors, LLC
9,552$966.5K0.3%ETFLowPortland, ME2026-10-13
Lee, Kelleher & Klein Wealth Management
9,500$961.2K0.5%ETFVery LowEllicott City, MD2026-10-08
Capstone Wealth Management Group, Inc.
9,228$933.7K0.5%GrowthN/ABend, OR2026-10-19
Rockland Trust Co
9,090$919.7K0.0%CoreLowHanover, MA2026-10-05
Portland Financial Advisors Inc
8,792$889.6K1.5%ETFVery LowPort Washington, NY2026-10-26
Key FInancial Inc
8,734$883.7K0.1%ETFLowWest Chester, PA2026-11-02
Sidoxia Capital Management, LLC
8,706$880.9K0.6%GrowthLowNewport Beach, CA2026-10-28
RCW Management, LLC
8,639$874.1K0.8%ETFVery LowJacksonville, FL2026-10-30
Pinnacle Associates LTD
8,416$851.5K0.0%CoreLowNew York, NY2026-10-20
Horst & Graben Wealth Management LLC
8,059$815.4K0.1%ETFMediumPortland, OR2026-11-02
Telos Capital Management, Inc.
7,945$803.9K0.1%CoreLowSan Diego, CA2026-11-02
Whipplewood Advisors, LLC
7,866$795.9K0.5%ETFLowLittleton, CO2026-10-20
Retireful, LLC
7,531$762.0K0.7%GrowthVery HighHaslett, MI2026-10-09
PW Nova Financial Services LLC
7,342$742.9K0.2%ETFLowNewtown, PA2026-10-15
Trifecta Capital Advisors, LLC
6,835$691.6K0.1%Agg GrowthVery LowNorthbrook, IL2026-10-21
Midwest Trust Co
6,815$689.5K0.0%CoreLowOverland Park, KS2026-10-22
Sonata Capital Group Inc
6,535$661.2K0.2%ETFVery LowSeattle, WA2026-10-19
Smithbridge Asset Management Inc
6,426$650.2K0.1%GrowthLowChadds Ford, PA2026-10-19
Left Brain Wealth Management, LLC
6,337$641.2K0.2%MomentumHighNaperville, IL2026-10-28
Cap Partners, LLC
6,197$627.0K0.3%ETFLowFranklin, TN2026-10-19
TFB Advisors LLC
6,169$624.2K0.3%ETFLowOverland Park, KS2026-11-02
Asset One Wealth Management LLC
6,107$617.9K0.1%GrowthLowBellevue, WA2026-11-02
James Investment Research, Inc.
6,047$611.8K0.1%CoreLowAlpha, OH2026-10-22
Annex Advisory Services, LLC
6,046$611.8K0.0%GrowthHighBrookfield, WI2026-10-16
Waystone Advisors LLC
5,966$643.3K0.5%ETFLowRedmond, WA2026-10-16
Stirlingshire Investments, Inc.
5,839$590.8K0.4%ETFMediumNew York, NY2026-11-05
LongView Wealth Management
5,799$586.7K0.1%ETFLowAtlanta, GA2026-10-19
Connecticut Wealth Management, LLC
5,605$567.1K0.0%ETFLowFarmington, CT2026-10-13
RVW Wealth, LLC
5,512$557.7K0.0%ETFVery LowLos Angeles, CA2026-10-06
Form Wealth Advisors, LLC
5,442$550.6K0.1%ETFMediumLake Geneva, WI2026-10-13
AlphaCentric Advisors LLC
5,427$549.1K0.5%CoreHighSan Juan, PR2026-11-03
Wealth Management Resources, Inc.
5,360$542.3K0.2%ETFVery LowSmithfield, RI2026-10-21
Sagespring Wealth Partners, LLC
5,198$526.0K0.0%ETFLowFranklin, TN2026-10-22
D.A. Davidson & Co.
5,187$524.8K0.0%CoreLowGreat Falls, MT2026-10-28
Liberty Atlantic Advisors LLC
5,125$518.5K0.3%ETFLowOlympia, WA2026-10-14
Spire Wealth Management
5,116$517.6K0.0%GrowthMediumMclean, VA2026-10-30
Certified Advisory Corp
5,049$510.9K0.0%ETFLowAltamonte Springs, FL2026-10-29
MV Capital Management, Inc.
5,001$506.0K0.0%ETFLowBethesda, MD2026-10-29
International Assets Investment Management, LLC
5,000$505.3K0.0%CoreVery HighOrlando, FL2026-11-02
ERn Financial, LLC
4,995$505.4K0.1%ETFVery LowMiddleton, WI2026-10-28
Hudson Oak Wealth Advisory LLC
4,962$502.1K0.4%ETFVery LowHoboken, NJ2026-10-16
Bank of Stockton
4,700$475.5K0.1%CoreLowStockton, CA2026-10-20
Eagle Strategies LLC
4,636$469.0K0.0%ETFLowNew York, NY2026-10-16
Diversify Wealth Management, LLC
4,531$439.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
4,531$439.9K0.0%GrowthLowSandy, UT2026-10-20
Old Port Advisors
4,366$441.8K0.1%GARPLowPortland, ME2026-10-23
Independent Wealth Network Inc.
4,344$439.5K0.1%ETFMediumUrbandale, IA2026-10-19
Embree Financial Group
4,209$425.9K0.0%ETFLowChicago, IL2026-10-22
Csenge Advisory Group
4,174$422.3K0.0%ETFMediumClearwater, FL2026-11-04
Kestra Private Wealth Services, LLC
4,029$407.6K0.0%GrowthLowAustin, TX2026-10-30
Frank, Rimerman Advisors LLC
4,000$404.7K0.0%GrowthLowPalo Alto, CA2026-10-16
MeadowBrook Investment Advisors LLC
3,980$378.7K0.3%CoreLowLivonia, MI2026-10-29
CPC Advisors, LLC
3,944$399.1K0.1%ETFMediumAtlanta, GA2026-10-21
Hobart Private Capital, LLC
3,881$392.7K0.1%ETFMediumCharlotte, NC2026-10-19
Mascagni Wealth Management, Inc.
3,806$385.1K0.2%ETFLowClinton, MS2026-10-23
First Heartland Consultants, Inc.
3,794$383.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Prime Capital Investment Advisors, LLC
3,733$377.7K0.0%ETFLowOverland Park, KS2026-10-20
Calamos Wealth Management LLC
3,680$372.3K0.0%GrowthMediumNaperville, IL2026-11-02
Focused Wealth Management, Inc
3,623$366.6K0.0%ETFLowNewburgh, NY2026-10-30
Acorn Wealth Advisors, LLC
3,574$361.7K0.1%ETFLowGrand Blanc, MI2026-10-19
Galvin, Gaustad & Stein, LLC
3,535$357.7K0.0%CoreMediumScottsdale, AZ2026-10-08
Smith Chas P & Associates PA Cpas
3,492$331.9K0.0%CoreVery LowLakeland, FL2026-10-22
Principle Wealth Partners LLC
3,416$345.6K0.0%CoreVery LowMadison, CT2026-11-02
Private Trust Co NA
3,345$338.4K0.0%CoreLowCleveland, OH2026-10-20
BAM Wealth Management, LLC
3,344$338.3K0.2%ETFHighLakewood, CO2026-10-15
Breakwater Capital Group
3,206$324.4K0.0%ETFLowParamus, NJ2026-10-09
CoreCap Advisors, LLC
3,180$321.8K0.0%ETFMediumSouthfield, MI2026-10-08
Burke & Herbert Bank & Trust Co
3,105$314.2K0.1%CoreVery LowAlexandria, VA2026-11-02
Urban Wealth Management, LLC
2,995$303.0K0.3%GrowthMediumLakewood, CA2026-10-21
WealthPoint Financial, LLC
2,987$302.2K0.2%ETFMediumCramerton, NC2026-11-03
Winthrop Advisory Group LLC
2,984$301.9K0.0%ETFVery LowBoston, MA2026-10-22
Compass Financial Management LLC
2,978$364.9K0.0%CoreN/ATampa, FL2026-10-30
Columbia Advisory Partners LLC
2,925$296.0K0.2%ETFMediumSpokane, WA2026-10-15
Bluedoor Private Wealth, LLC
2,919$295.3K0.1%CoreLowBeverly, MA2026-11-05
Fulton Breakefield Broenniman LLC
2,860$289.4K0.0%GrowthLowBethesda, MD2026-11-03
Instrumental Wealth, LLC
2,536$256.6K0.1%ETFLowTampa, FL2026-10-20
Quad-Cities Investment Group, LLC
2,523$255.3K0.1%CoreLowDavenport, IA2026-10-16
Unique Wealth Strategies, LLC
2,487$268.1K0.1%CoreMediumBurr Ridge, IL2026-10-13
Key Client Fiduciary Advisors, LLC
2,480$250.9K0.1%ValueMediumFairfield, NJ2026-10-19
93 Financial Group, LLC
2,386$241.4K0.1%ETFN/AWoburn, MA2026-10-21
Ascent Group, LLC
2,372$240.0K0.0%CoreLowVirginia Beach, VA2026-10-30
TD Waterhouse Canada Inc.
2,347$237.2K0.0%CoreLowToronto, Australia2026-10-16
Avidian Wealth Enterprises, LLC
2,319$234.6K0.0%ETFLowHouston, TX2026-10-08
Citizens Financial Group Inc
2,317$234.4K0.0%GrowthLowProvidence, RI2026-10-23
EverSource Wealth Advisors, LLC
2,291$231.8K0.0%CoreMediumBirmingham, AL2026-11-04
Investment House LLC
2,285$231.2K0.0%CoreMediumRedondo Beach, CA2026-10-21
Synergy Asset Management, LLC
2,246$227.3K0.0%GrowthHighVancouver, WA2026-11-05
Belvedere Trading LLC
2,236$226.2K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Sage Rhino Capital LLC
2,160$218.5K0.0%ETFLowMenlo Park, CA2026-10-28
Trust Co of Oklahoma
2,154$217.9K0.1%MomentumLowTulsa, OK2026-10-15
Global View Capital Management LLC
2,111$213.6K0.0%ETFHighWaukesha, WI2026-10-28
Americana Partners, LLC
2,097$212.2K0.0%CoreMediumHouston, TX2026-10-28
SeaCrest Wealth Management, LLC
2,076$210.0K0.0%GrowthLowPurchase, NY2026-10-21
Huntleigh Advisors, Inc.
2,022$204.7K0.0%GrowthMediumSt. Louis, MO2026-11-03
Capital Investment Advisors, LLC
2,014$203.8K0.0%CoreLowAtlanta, GA2026-10-22
Patton Albertson Miller Group, LLC
2,000$202.4K0.0%CoreLowChattanooga, TN2026-10-26
Bokf, NA
1,810$183.1K0.0%CoreLowTulsa, OK2026-10-27
Capital Investment Advisory Services, LLC
1,800$182.1K0.0%CoreMediumRaleigh, NC2026-10-30
Blue Trust, Inc.
1,608$162.7K0.0%ETFLowBrentwood, TN2026-10-15
GK Wealth Management LLC
1,509$152.6K0.1%GARPVery HighReno, NV2026-10-09
Eastern Bank
1,500$151.8K0.0%GrowthMediumBoston, MA2026-10-05
Hazlett, Burt & Watson, Inc.
1,437$1450.0%CoreVery LowWheeling, WV2026-11-04
Hughes Financial Services, LLC
1,427$137.8K0.0%ETFLowHerndon, VA2026-10-30
CX Institutional
1,373$1390.0%CoreMediumAuburn, IN2026-10-02
United Community Bank
1,327$134.3K0.0%CoreLowGreenville, SC2026-10-28
Cullen T Bankers, Inc.
1,277$129.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Oakworth Capital, Inc.
1,196$121.0K0.0%ETFLowBirmingham, AL2026-10-26
EPG Wealth Management LLC
1,088$110.1K0.0%GrowthLowAtlanta, GA2026-11-03
Main Street Group, LTD
1,033$104.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Arlington Trust Co LLC
1,000$101.2K0.0%ETFMediumBirmingham, AL2026-10-20
Bullock Wealth Management Group
949$95.9K0.0%GrowthLowBloomington, IN2026-10-09
SBI Securities Co., Ltd.
933$94.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Highline Wealth Partners LLC
894$90.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Reyes Financial Architecture, Inc.
862$87.2K0.1%ETFVery HighSan Diego, CA2026-10-22
Phillips Financial Management, LLC
814$82.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
First Community Trust NA
813$82.3K0.0%GrowthLowDubuque, IA2026-10-07
Lloyd Advisory Services, Llc.
768$77.7K0.0%ETFVery HighSuwanee, GA2026-11-02
Harbor Investment Advisory, LLC
722$73.1K0.0%GrowthLowLutherville, MD2026-10-13
Tompkins Financial Corp
658$66.6K0.0%CoreLowIthaca, NY2026-10-05
Robbins Farley
654$66.2K0.0%CoreMediumBedford, NH2026-10-21
American National Bank & Trust
645$65.3K0.0%CoreVery LowWichita Falls, TX2026-10-07
Root Financial Partners, LLC
627$63.4K0.0%ETFMediumEncinitas, CA2026-10-21
Independence Bank of Kentucky
600$60.7K0.0%GrowthLowOwensboro, KY2026-10-26
Financial Network Wealth Advisors LLC
570$57.7K0.1%ETFLowMurray, UT2026-10-28
Creative Financial Designs Inc
570$57.7K0.0%ETFMediumKokomo, IN2026-11-04
Sage Mountain Advisors LLC
569$57.6K0.0%ETFLowAtlanta, GA2026-11-02
Roxbury Financial LLC
557$56.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Kroeger Financial Partners
536$54.2K0.1%ETFN/AGrass Valley, CA2026-10-19
James T. Borello RIA
518$52.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Wealth Enhancement Trust Services, Inc.
492$49.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Caldwell Trust Co
400$40.5K0.0%GrowthLowVenice, FL2026-10-30
Mather Group, Llc.
383$38.8K0.0%ETFMediumChicago, IL2026-10-14
Plante Moran Financial Advisors, LLC
340$34.4K0.0%ETFVery LowSouthfield, MI2026-11-04
First Pacific Financial
333$33.7K0.0%ETFLowVancouver, WA2026-10-14
Cassaday & Co Wealth Management LLC
289$29.2K0.0%ETFVery LowMclean, VA2026-10-27
High Point Wealth Management, LLC
289$29.2K0.0%ETFLowChester, NJ2026-11-05
Center for Financial Planning, Inc.
284$28.7K0.0%ETFLowSouthfied, MI2026-10-26
Tradewinds Capital Management, LLC
274$27.7K0.0%ETFVery HighBellingham, WA2026-10-23
First Premier Bank
250$250.0%CoreVery LowSioux Falls, SD2026-10-13
Pinnacle Wealth Planning Services, Inc.
242$24.5K0.0%GARPLowMansfield, OH2026-10-27
Parallel Advisors, LLC
240$24.3K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
221$22.4K0.0%IndexVery LowFoster City, CA2026-10-08
Country Trust Bank
208$21.0K0.0%GrowthLowBloomington, IL2026-10-30
Gables Capital Management Inc.
200$20.2K0.0%GrowthVery LowMiami, FL2026-11-04
Ashton Thomas Private Wealth, LLC
170$17.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Silver Grove Financial Group, Inc.
164$16.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Pflug Koory, LLC
151$15.3K0.0%CoreVery LowOmaha, NE2026-10-26
Clayton Financial Group LLC
148$15.0K0.0%ETFLowSt. Louis, MO2026-10-13
Triumph Capital Management
143$14.5K0.0%ETFMediumDenver, CO2026-10-14
Kingdom Financial Group Llc.
140$14.1K0.0%ETFMediumPeoria, AZ2026-11-04
Sarver Vrooman Wealth Advisors
116$11.8K0.0%ETFMediumKansas City, MO2026-10-01
Syntax Research, Inc.
115$11.6K0.0%ETFMediumBoca Raton, FL2026-11-04
Ascentis Independent Advisors
110$11.1K0.0%ETFLowDallas, TX2026-11-03
1620 Investment Advisors, Inc.
97$9.8K0.0%ValueLowPlymouth, MA2026-11-04
Sunrise Financial Services, LLC
83$8.4K0.0%ETFMediumBurien, WA2026-10-21
Cherry Tree Wealth Management, LLC
80$8.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Lodestone Wealth Management LLC
76$7.7K0.0%CoreLowSpokane, WA2026-10-14
Monetary Solutions, Ltd
75$7.6K0.0%ETFVery LowDayton, OH2026-10-22
Barrett & Company, Inc.
67$6.8K0.0%ETFLowProvidence, RI2026-10-22
Global Trust Asset Management, LLC
55$5.6K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Buck Wealth Strategies, LLC
52$5.3K0.0%ValueMediumDenver, CO2026-10-28
Grove Bank & Trust
49$5.0K0.0%ETFLowMiami, FL2026-10-08
Nfsg Corp
39$3.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Latitude Advisors, LLC
38$3.9K0.0%ETFLowYorkville, IL2026-10-27
Gen-Wealth Partners Inc
32$3.2K0.0%CoreLowZeeland, MI2026-11-04
Foresight Capital Management Advisors, Inc.
25$2.5K0.0%CoreMediumSaline, MI2026-10-27
Manchester Capital Management LLC
10$1.0K0.0%CoreLowManchester, VT2026-10-22
Dhjj Financial Advisors, Ltd.
1$1020.0%ETFVery LowNaperville, IL2026-10-23
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04
Financial Management Professionals, Inc.
0$80.0%ETFMediumAustin, TX2026-10-23