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SS Spdr S&P 400 MC GR ETF (MDYG)

CUSIP: 78464A821 | NYSE | 956 institutional holders

Quarters

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

Avantax Planning Partners, Inc.359,970
0.9% of portfolio›$37.6M
First National Trust Co359,172
1.3% of portfolio›$37.5M
GHP Investment Advisors, Inc.337,079
1.3% of portfolio›$35.2M
Klingman & Associates, LLC296,571
1.3% of portfolio›$31.0M
Commonwealth Equity Services, LLC216,582
0.0% of portfolio›$22.6M
Convergence Financial, LLC215,100
3.1% of portfolio›$22.5M
Rodgers & Associates, LTD183,313
1.8% of portfolio›$19.2M
Shakespeare Wealth Management, LLC181,196
3.7% of portfolio›$18.9M
SFG Wealth Management, Llc.164,691
6.1% of portfolio›$17.2M
Truist Financial Corp119,142
0.0% of portfolio›$12.5M
Moneco Advisors, LLC108,930
0.7% of portfolio›$11.4M
Farther Finance Advisors, LLC103,167
0.1% of portfolio›$10.8M
ERn Financial, LLC92,332
1.6% of portfolio›$9.7M
Marathon Mission, Inc.84,748
4.5% of portfolio›$8.9M
Chicago Partners Investment Group LLC77,808
0.1% of portfolio›$7.9M
Jnba Financial Advisors69,208
0.5% of portfolio›$7.2M
Univest Financial Corp64,934
0.3% of portfolio›$6.8M
Farmers & Merchants Trust Co of Chambersburg PA60,306
0.0% of portfolio›$6.3K
Diligent Investors, LLC58,315
1.3% of portfolio›$6.1M
McAdam, LLC56,645
0.2% of portfolio›$5.9M
Avior Wealth Management, LLC53,398
0.1% of portfolio›$5.6M
Cambridge Investment Research Advisors, Inc.48,410
0.0% of portfolio›$5.1K
Clarus Wealth Advisors46,446
1.8% of portfolio›$5.0M
Creative Planning43,257
0.0% of portfolio›$4.5M
Syntegra Private Wealth Group, LLC43,233
0.3% of portfolio›$4.5M
Centennial Wealth Advisory LLC42,765
0.9% of portfolio›$4.5M
Schear Investment Advisers, LLC40,932
0.5% of portfolio›$4.3M
Tempo Wealth, LLC40,932
0.5% of portfolio›$4.3M
Kingswood Wealth Advisors, LLC38,926
0.2% of portfolio›$4.1M
Councilor Wealth, LLC37,619
1.6% of portfolio›$3.9M
Bill Few Associates, Inc.36,466
0.8% of portfolio›$3.8M
Redhawk Wealth Advisors, Inc.35,434
0.4% of portfolio›$3.7M
Occidental Asset Management, LLC33,750
0.3% of portfolio›$3.5M
Heritage Wealth Management, Inc.32,327
1.2% of portfolio›$3.4M
Sacks & Associates, LLC30,388
2.2% of portfolio›$3.2M
AlphaStar Capital Management, LLC30,379
0.2% of portfolio›$3.2M
Courage Miller Partners, LLC30,303
0.8% of portfolio›$3.2M
RFG Advisory, LLC29,976
0.0% of portfolio›$3.1M
US Bancorp \de\28,851
0.0% of portfolio›$3.0M
Comprehensive Wealth Management, LLC26,970
1.3% of portfolio›$2.8M
Koshinski Asset Management, Inc.26,059
0.1% of portfolio›$2.7M
GEN Financial Management, Inc.25,043
1.4% of portfolio›$2.6M
Concurrent Investment Advisors, LLC24,449
0.0% of portfolio›$2.6M
Brookstone Capital Management24,323
0.0% of portfolio›$2.5M
Barden Capital Management, Inc.24,232
2.3% of portfolio›$2.5M
Sage Financial Group Inc21,867
0.1% of portfolio›$2.3M
Linscomb Wealth, Inc.21,660
0.1% of portfolio›$2.3M
YHB Investment Advisors, Inc.20,924
0.1% of portfolio›$2.2M
Capital Squared Financial LLC20,491
1.4% of portfolio›$2.1M
Spire Wealth Management19,676
0.1% of portfolio›$2.1M
New England Capital Financial Advisors LLC18,695
0.5% of portfolio›$2.0M
Waller Financial Planning Group, Inc18,574
0.4% of portfolio›$1.9M
Destiny Capital Corp17,438
0.9% of portfolio›$1.8M
Investors Research Corp17,381
0.3% of portfolio›$1.8M
American Financial & TAX Strategies Inc17,348
0.8% of portfolio›$1.8M
CWA Asset Management Group, LLC17,274
0.1% of portfolio›$1.8M
Salomon & Ludwin, LLC17,273
0.1% of portfolio›$1.8M
MGO One Seven LLC13,972
0.0% of portfolio›$1.5M
Twelve Points Wealth Management LLC13,389
0.3% of portfolio›$1.4M
LTG Capital LLC13,167
0.9% of portfolio›$1.4M
Portside Wealth Group, LLC13,075
0.2% of portfolio›$1.4M
Key FInancial Inc12,544
0.2% of portfolio›$1.3M
PFG Advisors12,340
0.1% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC12,194
0.0% of portfolio›$1.3M
Trilogy Capital Inc.12,192
0.0% of portfolio›$1.3M
Parcion Private Wealth LLC11,943
0.1% of portfolio›$1.2M
J.W. Cole Advisors, Inc.11,816
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC11,562
0.0% of portfolio›$1.2M
Central Trust Co11,343
0.0% of portfolio›$1.2M
Advisor OS, LLC11,236
0.1% of portfolio›$1.2M
Larson Financial Group LLC11,215
0.0% of portfolio›$1.2M
Milestone Asset Management Group, LLC10,771
0.5% of portfolio›$1.1M
Lewis Asset Management, LLC10,739
0.4% of portfolio›$1.1M
Friday Financial10,394
0.2% of portfolio›$1.1M
Mosley Wealth Management10,064
0.3% of portfolio›$1.1M
XY Planning Network, Inc.9,743
0.1% of portfolio›$1.0M
Navigation Group, LLC9,726
0.2% of portfolio›$1.0M
Root Financial Partners, LLC9,619
0.0% of portfolio›$1.0M
IFP Advisors, Inc9,538
0.0% of portfolio›$997.0K
Citigroup Inc9,435
0.0% of portfolio›$986.2K
LexAurum Advisors, LLC9,419
0.1% of portfolio›$984.6K
Fairscale Capital, LLC9,255
0.6% of portfolio›$952.1K
Flagship Harbor Advisors, LLC9,184
0.0% of portfolio›$960.0K
KPP Advisory Services LLC8,904
0.2% of portfolio›$930.8K
Pine Haven Investment Counsel, Inc8,888
0.6% of portfolio›$929.1K
Gibbs Wealth Management8,861
0.1% of portfolio›$926.2K
Resonant Capital Advisors, LLC8,571
0.0% of portfolio›$895.9K
Connecticut Wealth Management, LLC8,550
0.0% of portfolio›$893.7K
Flagstar Securities, Inc8,112
0.3% of portfolio›$847.9K
Foster Victor Wealth Advisors, LLC7,958
0.0% of portfolio›$823.4K
Schneider Downs Wealth Management Advisors, LP7,939
0.1% of portfolio›$829.9K
Cyndeo Wealth Partners, LLC7,487
0.0% of portfolio›$782.6K
Flagship Private Wealth, LLC7,257
0.3% of portfolio›$758.5K
Westside Investment Management, Inc.7,182
0.1% of portfolio›$750.7K
Inspirion Wealth Advisors, LLC7,168
0.1% of portfolio›$749.3K
Fifth Third Bancorp7,134
0.0% of portfolio›$745.7K
First Pacific Financial7,075
0.1% of portfolio›$739.5K
Avidian Wealth Enterprises, LLC7,020
0.0% of portfolio›$733.8K
Mystic Asset Management, Inc.6,925
0.2% of portfolio›$723.9K
Carnegie Investment Counsel6,845
0.0% of portfolio›$715.5K
Willner & Heller, LLC6,655
0.4% of portfolio›$695.7K
Focus Financial Network, Inc.6,518
0.0% of portfolio›$681.4K
Avestar Capital, LLC6,411
0.1% of portfolio›$670.1K
Montz Harcus Wealth Management LLC6,351
0.2% of portfolio›$663.9K
Krilogy Financial LLC6,048
0.0% of portfolio›$640.8K
Salem Investment Counselors Inc6,000
0.0% of portfolio›$627.2K
Clear Point Advisors Inc.5,819
0.4% of portfolio›$608.3K
Brady Martz Wealth Solutions, LLC5,798
0.1% of portfolio›$606.0K
Stonebridge Financial Group, LLC5,615
0.0% of portfolio›$586.9K
Financial Network Wealth Advisors LLC5,544
0.6% of portfolio›$579.6K
Altfest L J & Co Inc5,525
0.1% of portfolio›$577.6K
Tritonpoint Wealth, LLC5,355
0.1% of portfolio›$559.8K
KDK Private Wealth Management, LLC5,293
0.4% of portfolio›$553.3K
Chartist Inc5,183
2.2% of portfolio›$3.4M
Vise Technologies, Inc.5,128
0.0% of portfolio›$536.0K
Balefire, LLC5,002
0.1% of portfolio›$522.9K
Norden Group LLC4,882
0.0% of portfolio›$510.3K
Grey Ledge Advisors, LLC4,833
0.1% of portfolio›$505.2K
Csenge Advisory Group4,816
0.0% of portfolio›$503.4K
Juncture Wealth Strategies, LLC4,811
0.1% of portfolio›$502.9K
Crusonia Wealth Advisors LLC4,656
0.1% of portfolio›$486.7K
Maltin Wealth Management, Inc.4,471
0.2% of portfolio›$467.3K
WealthPlan Investment Management, LLC4,455
0.0% of portfolio›$465.7K
Compound Planning, Inc.4,444
0.0% of portfolio›$464.6K
Choreo, LLC4,290
0.0% of portfolio›$448.4K
Fifth Third Securities, Inc.4,286
0.0% of portfolio›$448.0K
HB Wealth Management, LLC4,211
0.0% of portfolio›$440.2K
Third View Private Wealth, LLC4,160
0.1% of portfolio›$434.8K
Clear Creek Financial Management, LLC4,079
0.0% of portfolio›$426.3K
TritonPoint Partners, LLC3,945
0.1% of portfolio›$412.4K
Creekside Partners3,762
0.1% of portfolio›$393.3K
Intrua Financial, LLC3,741
0.0% of portfolio›$391.0K
Visionary Wealth Advisors3,574
0.0% of portfolio›$373.6K
Tucker Asset Management LLC3,544
0.1% of portfolio›$370.5K
Cap Partners, LLC3,520
0.2% of portfolio›$367.9K
Trail Ridge Investment Advisors, LLC3,460
0.2% of portfolio›$361.7K
Everhart Financial Group, Inc.3,408
0.0% of portfolio›$356.2K
Retirement Planning Group, LLC3,279
0.0% of portfolio›$342.8K
KWB Wealth3,267
0.0% of portfolio›$341.5K
Keudell ison Wealth Management3,166
0.1% of portfolio›$330.9K
Onyx Bridge Wealth Group LLC3,078
0.0% of portfolio›$321.8K
Goldstein Advisors, LLC3,060
0.0% of portfolio›$319.9K
Burney Co/3,012
0.0% of portfolio›$314.8K
Delta Capital Management LLC3,000
0.0% of portfolio›$314
Old National Bancorp3,000
0.0% of portfolio›$313.6K
Private Trust Co NA2,922
0.0% of portfolio›$305.4K
Breachway Investments LLC2,857
0.5% of portfolio›$298.6K
Denver PWM, LLC2,819
0.1% of portfolio›$294.7K
RTD Financial Advisors, Inc.2,730
0.0% of portfolio›$285.4K
Diversified Management Inc2,704
0.0% of portfolio›$282.7K
Selby Wealth Management, LLC2,608
0.1% of portfolio›$272.7K
Centerpoint Advisors, LLC2,556
0.0% of portfolio›$267
Sterling Financial Planning, Inc.2,495
0.1% of portfolio›$260.8K
Beaumont Financial Advisors, LLC2,469
0.0% of portfolio›$258.1K
First Heartland Consultants, Inc.2,465
0.0% of portfolio›$257.7K
Retirement Planning Co of New England, Inc.2,399
0.1% of portfolio›$250.8K
Apollon Wealth Management, LLC2,376
0.0% of portfolio›$248.4K
Partners Wealth Management, LLC2,369
0.0% of portfolio›$247.6K
Signal Advisors Wealth, LLC2,365
0.0% of portfolio›$247.2K
Valeo Financial Advisors, LLC2,344
0.0% of portfolio›$245.0K
Cache Advisors, LLC2,300
0.0% of portfolio›$240.4K
Thrive Capital Management, LLC2,239
0.0% of portfolio›$234.1K
International Assets Investment Management, LLC2,230
0.0% of portfolio›$235.8K
4Wealth Advisors, Inc.2,176
0.2% of portfolio›$228.3K
Somerset Trust Co2,163
0.1% of portfolio›$226.1K
Dynamic Advisor Solutions LLC2,124
0.0% of portfolio›$222.0K
Eastern Bank2,107
0.0% of portfolio›$220.2K
Lee, Kelleher & Klein Wealth Management2,092
0.1% of portfolio›$218.7K
Grimes & Co Wealth Management, LLC2,019
0.0% of portfolio›$211.0K
Fingerlakes Wealth Management, Inc.1,962
0.1% of portfolio›$205.1K
Diversify Wealth Management, LLC1,913
0.0% of portfolio›$200.5K
Diversify Advisory Services, LLC1,913
0.0% of portfolio›$200.5K
Kroeger Financial Partners1,905
0.2% of portfolio›$199.1K
Elevated Capital Advisors, LLC1,893
0.1% of portfolio›$197.9K
MidAtlantic Capital Management, Inc.1,859
0.1% of portfolio›$194.3K
Dhjj Financial Advisors, Ltd.1,320
0.0% of portfolio›$138.0K
Wealth Enhancement Trust Services, Inc.1,195
0.0% of portfolio›$124.9K
James T. Borello RIA960
0.0% of portfolio›$100.3K
CoreCap Advisors, LLC820
0.0% of portfolio›$85.7K
Plante Moran Financial Advisors, LLC786
0.0% of portfolio›$82.2K
Turtle Creek Wealth Advisors, LLC762
0.0% of portfolio›$79.7K
Markowski Investments762
0.0% of portfolio›$79.6K
Allspring Global Investments Holdings, LLC685
0.0% of portfolio›$73.3K
Community Financial Services Group, LLC656
0.0% of portfolio›$69.4K
Horizons Wealth Management648
0.0% of portfolio›$67.7K
Concord Wealth Partners548
0.0% of portfolio›$57.3K
Rossby Financial, LCC499
0.0% of portfolio›$52.2K
JFS Wealth Advisors, LLC451
0.0% of portfolio›$47.1K
Tsfg, LLC399
0.0% of portfolio›$42
Sima Wealth Partners, LLC376
0.0% of portfolio›$39.3K
Creative Financial Designs Inc374
0.0% of portfolio›$39.1K
Pension & Wealth Management Advisors, Inc.345
0.0% of portfolio›$36.1K
Parallel Advisors, LLC342
0.0% of portfolio›$35.7K
Assetmark, Inc323
0.0% of portfolio›$33.8K
Register Financial Advisors LLC302
0.0% of portfolio›$31.6K
MJT & Associates Financial Advisory Group, Inc.243
0.0% of portfolio›$25.4K
Cdkv Holdings LLC228
0.0% of portfolio›$23.8K
Heritage Family Offices, LLP228
0.0% of portfolio›$23.8K
GK Wealth Management LLC222
0.0% of portfolio›$23.3K
Comprehensive Financial Planning, Inc.194
0.0% of portfolio›$20.3K
Mascoma Wealth Management LLC189
0.0% of portfolio›$19.8K
Pinnacle Wealth Planning Services, Inc.185
0.0% of portfolio›$19.3K
Cassaday & Co Wealth Management LLC182
0.0% of portfolio›$19.0K
Silver Grove Financial Group, Inc.181
0.0% of portfolio›$18.9K
Versant Capital Management, Inc173
0.0% of portfolio›$18.1K
Vima LLC149
0.0% of portfolio›$15.6K
Kozak & Associates, Inc.147
0.0% of portfolio›$15.3K
Evolution Wealth Management Inc.146
0.0% of portfolio›$15.3K
Pinnacle Bancorp, Inc.131
0.0% of portfolio›$13.7K
Cherry Tree Wealth Management, LLC117
0.0% of portfolio›$12.2K
Reap Financial Group, LLC116
0.0% of portfolio›$12.1K
Hughes Financial Services, LLC116
0.0% of portfolio›$12.2K
DecisionPoint Financial, LLC115
0.0% of portfolio›$12.2K
Tounjian Advisory Partners, LLC111
0.0% of portfolio›$11.6K
Quest 10 Wealth Builders, Inc.103
0.0% of portfolio›$10.8K
Carolina Wealth Advisors, LLC86
0.0% of portfolio›$9.0K
WPG Advisers, LLC77
0.0% of portfolio›$8.1K
Mather Group, Llc.65
0.0% of portfolio›$6.8K
Tradewinds Capital Management, LLC60
0.0% of portfolio›$6.3K
Key Capital Management, Inc59
0.0% of portfolio›$6.2K
Valley National Advisers Inc56
0.0% of portfolio›$5.9K
Lanark Financial, Inc.33
0.0% of portfolio›$3.4K
Barrett & Company, Inc.33
0.0% of portfolio›$3.4K
Team Financial Group, LLC32
0.0% of portfolio›$3.4K
Lloyd Advisory Services, Llc.27
0.0% of portfolio›$2.9K
Cedar Mountain Advisors, LLC27
0.0% of portfolio›$2.8K
RMG Wealth Management LLC27
0.0% of portfolio›$2.8K
Wilmington Savings Fund Society, FSB21
0.0% of portfolio›$2.2K
Kingdom Financial Group Llc.17
0.0% of portfolio›$1.8K
Capital Investment Advisory Services, LLC15
0.0% of portfolio›$1.6K
IFS Advisors, LLC13
0.0% of portfolio›$1.4K
Rosenberg Matthew Hamilton12
0.0% of portfolio›$1.3K
Buck Wealth Strategies, LLC10
0.0% of portfolio›$1.1K
Jacobi Capital Management LLC9
0.0% of portfolio›$953
Spurstone Advisory Services, LLC9
0.0% of portfolio›$952
Morling Financial Advisors, LLC7
0.0% of portfolio›$732
Raleigh Capital Management Inc.0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Avantax Planning Partners, Inc.
359,970$37.6M0.9%ETFLowDubuque, IA2026-11-03
First National Trust Co
359,172$37.5M1.3%GrowthLowJohnstown, PA2026-10-28
GHP Investment Advisors, Inc.
337,079$35.2M1.3%CoreVery LowDenver, CO2026-10-15
Klingman & Associates, LLC
296,571$31.0M1.3%ETFVery LowNew York, NY2026-10-20
Commonwealth Equity Services, LLC
216,582$22.6M0.0%ETFLowWaltham, MA2026-11-02
Convergence Financial, LLC
215,100$22.5M3.1%ETFMediumColumbia, MO2026-10-27
Rodgers & Associates, LTD
183,313$19.2M1.8%ETFVery LowLancaster, PA2026-10-20
Shakespeare Wealth Management, LLC
181,196$18.9M3.7%ETFMediumPewaukee, WI2026-10-28
SFG Wealth Management, Llc.
164,691$17.2M6.1%ETFMediumTowson, MD2026-10-23
Truist Financial Corp
119,142$12.5M0.0%CoreLowCharlotte, NC2026-10-30
Moneco Advisors, LLC
108,930$11.4M0.7%ETFLowFairfield, CT2026-11-05
Farther Finance Advisors, LLC
103,167$10.8M0.1%IndexLowSan Francisco, CA2026-10-08
ERn Financial, LLC
92,332$9.7M1.6%ETFVery LowMiddleton, WI2026-10-28
Marathon Mission, Inc.
84,748$8.9M4.5%ETFVery LowAlbany, NY2026-10-01
Chicago Partners Investment Group LLC
77,808$7.9M0.1%GARPLowChicago, IL2026-10-27
Jnba Financial Advisors
69,208$7.2M0.5%ETFMediumBloomington, MN2026-11-03
Univest Financial Corp
64,934$6.8M0.3%GrowthLowSouderton, PA2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
60,306$6.3K0.0%GARPLowChambersburg, PA2026-10-14
Diligent Investors, LLC
58,315$6.1M1.3%CoreLowRedlands, CA2026-10-21
McAdam, LLC
56,645$5.9M0.2%ETFLowPhiladelphia, PA2026-10-21
Avior Wealth Management, LLC
53,398$5.6M0.1%ETFMediumOmaha, NE2026-10-13
Cambridge Investment Research Advisors, Inc.
48,410$5.1K0.0%ETFLowFairfield, IA2026-11-02
Clarus Wealth Advisors
46,446$5.0M1.8%ETFMediumPeoria, AZ2026-10-13
Creative Planning
43,257$4.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Syntegra Private Wealth Group, LLC
43,233$4.5M0.3%ETFLowChesterfield, MO2026-10-13
Centennial Wealth Advisory LLC
42,765$4.5M0.9%ETFLowTraverse City, MI2026-10-16
Schear Investment Advisers, LLC
40,932$4.3M0.5%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
40,932$4.3M0.5%Agg GrowthLowIndependence, OH2026-10-14
Kingswood Wealth Advisors, LLC
38,926$4.1M0.2%GrowthLowSan Diego, CA2026-10-23
Councilor Wealth, LLC
37,619$3.9M1.6%ETFLowBethesda, MD2026-10-09
Bill Few Associates, Inc.
36,466$3.8M0.8%CoreVery LowSewickley, PA2026-10-09
Redhawk Wealth Advisors, Inc.
35,434$3.7M0.4%ETFHighMinneapolis, MN2026-10-14
Occidental Asset Management, LLC
33,750$3.5M0.3%GrowthLowBurlingame, CA2026-11-05
Heritage Wealth Management, Inc.
32,327$3.4M1.2%ETFLowSan Diego, CA2026-10-27
Sacks & Associates, LLC
30,388$3.2M2.2%ETFLowWarren, NJ2026-10-09
AlphaStar Capital Management, LLC
30,379$3.2M0.2%ETFMediumCornelius, NC2026-10-16
Courage Miller Partners, LLC
30,303$3.2M0.8%ETFVery LowNorfolk, VA2026-10-21
RFG Advisory, LLC
29,976$3.1M0.0%ETFMediumBirmingham, AL2026-11-03
US Bancorp \de\
28,851$3.0M0.0%IndexLowMinneapolis, MN2026-11-05
Comprehensive Wealth Management, LLC
26,970$2.8M1.3%ETFMediumLynnwood, WA2026-11-02
Koshinski Asset Management, Inc.
26,059$2.7M0.1%ETFLowDecatur, IL2026-10-29
GEN Financial Management, Inc.
25,043$2.6M1.4%ETFLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
24,449$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Brookstone Capital Management
24,323$2.5M0.0%ETFMediumWheaton, IL2026-10-22
Barden Capital Management, Inc.
24,232$2.5M2.3%GrowthLowAustin, TX2026-10-09
Sage Financial Group Inc
21,867$2.3M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Linscomb Wealth, Inc.
21,660$2.3M0.1%ETFLowHouston, TX2026-11-05
YHB Investment Advisors, Inc.
20,924$2.2M0.1%GrowthLowWest Hartford, CT2026-10-08
Capital Squared Financial LLC
20,491$2.1M1.4%ETFVery LowRockville, MD2026-10-30
Spire Wealth Management
19,676$2.1M0.1%GrowthMediumMclean, VA2026-10-30
New England Capital Financial Advisors LLC
18,695$2.0M0.5%ETFLowMeriden, CT2026-11-03
Waller Financial Planning Group, Inc
18,574$1.9M0.4%ETFMediumColumbus, OH2026-10-07
Destiny Capital Corp
17,438$1.8M0.9%ETFVery LowDenver, CO2026-11-03
Investors Research Corp
17,381$1.8M0.3%ETFLowAtlanta, GA2026-10-07
American Financial & TAX Strategies Inc
17,348$1.8M0.8%ETFVery LowNew York, NY2026-10-16
CWA Asset Management Group, LLC
17,274$1.8M0.1%CoreMediumNaples, FL2026-10-19
Salomon & Ludwin, LLC
17,273$1.8M0.1%ETFVery LowRichmond, VA2026-10-29
MGO One Seven LLC
13,972$1.5M0.0%GrowthLowBeachwood, OH2026-10-28
Twelve Points Wealth Management LLC
13,389$1.4M0.3%ETFMediumConcord, MA2026-11-03
LTG Capital LLC
13,167$1.4M0.9%ETFLowFramingham, MA2026-11-04
Portside Wealth Group, LLC
13,075$1.4M0.2%CoreMediumProvo, UT2026-10-20
Key FInancial Inc
12,544$1.3M0.2%ETFLowWest Chester, PA2026-11-02
PFG Advisors
12,340$1.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Wealth Enhancement Advisory Services, LLC
12,194$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Trilogy Capital Inc.
12,192$1.3M0.0%ETFMediumIrvine, CA2026-10-20
Parcion Private Wealth LLC
11,943$1.2M0.1%CoreMediumBellevue, WA2026-10-28
J.W. Cole Advisors, Inc.
11,816$1.2M0.0%IndexLowTampa, FL2026-11-05
Kestra Advisory Services, LLC
11,562$1.2M0.0%CoreLowAustin, TX2026-11-02
Central Trust Co
11,343$1.2M0.0%CoreLowJefferson City, MO2026-11-05
Advisor OS, LLC
11,236$1.2M0.1%ETFMediumChicago, IL2026-11-03
Larson Financial Group LLC
11,215$1.2M0.0%GrowthLowSt Louis, MO2026-11-05
Milestone Asset Management Group, LLC
10,771$1.1M0.5%ETFVery LowAvon, CT2026-10-20
Lewis Asset Management, LLC
10,739$1.1M0.4%GrowthLowLafayette, CA2026-10-14
Friday Financial
10,394$1.1M0.2%ETFVery LowDubuque, IA2026-10-09
Mosley Wealth Management
10,064$1.1M0.3%ETFHighAnaheim, CA2026-10-16
XY Planning Network, Inc.
9,743$1.0M0.1%ETFLowBozeman, MT2026-10-14
Navigation Group, LLC
9,726$1.0M0.2%ETFVery LowRedwood City, CA2026-10-28
Root Financial Partners, LLC
9,619$1.0M0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
9,538$997.0K0.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
9,435$986.2K0.0%CoreMediumNew York, NY2026-11-04
LexAurum Advisors, LLC
9,419$984.6K0.1%ETFLowOverland Park, KS2026-10-19
Fairscale Capital, LLC
9,255$952.1K0.6%GrowthVery LowNashua, NH2026-11-04
Flagship Harbor Advisors, LLC
9,184$960.0K0.0%ETFMediumBoston, MA2026-10-26
KPP Advisory Services LLC
8,904$930.8K0.2%GrowthMediumLouisville, KY2026-10-26
Pine Haven Investment Counsel, Inc
8,888$929.1K0.6%CoreVery LowFairhaven, MA2026-11-02
Gibbs Wealth Management
8,861$926.2K0.1%CoreLowAlpharetta, GA2026-10-22
Resonant Capital Advisors, LLC
8,571$895.9K0.0%ETFLowMadison, WI2026-10-15
Connecticut Wealth Management, LLC
8,550$893.7K0.0%ETFLowFarmington, CT2026-10-13
Flagstar Securities, Inc
8,112$847.9K0.3%ETFVery LowNew York, NY2026-10-15
Foster Victor Wealth Advisors, LLC
7,958$823.4K0.0%CoreMediumGreenville, SC2026-10-21
Schneider Downs Wealth Management Advisors, LP
7,939$829.9K0.1%ETFVery LowPittsburgh, PA2026-10-27
Cyndeo Wealth Partners, LLC
7,487$782.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Flagship Private Wealth, LLC
7,257$758.5K0.3%ETFLowWoburn, MA2026-11-05
Westside Investment Management, Inc.
7,182$750.7K0.1%GrowthLowSanta Monica, CA2026-11-02
Inspirion Wealth Advisors, LLC
7,168$749.3K0.1%ETFMediumLibertyville, IL2026-10-09
Fifth Third Bancorp
7,134$745.7K0.0%IndexVery LowCincinnati, OH2026-11-05
First Pacific Financial
7,075$739.5K0.1%ETFLowVancouver, WA2026-10-14
Avidian Wealth Enterprises, LLC
7,020$733.8K0.0%ETFLowHouston, TX2026-10-08
Mystic Asset Management, Inc.
6,925$723.9K0.2%CoreVery LowWarwick, RI2026-10-15
Carnegie Investment Counsel
6,845$715.5K0.0%CoreLowPepper Pike, OH2026-10-20
Willner & Heller, LLC
6,655$695.7K0.4%GrowthLowEncino, CA2026-10-28
Focus Financial Network, Inc.
6,518$681.4K0.0%ETFLowMinneapolis, MN2026-10-14
Avestar Capital, LLC
6,411$670.1K0.1%GrowthLowNew York, NY2026-10-28
Montz Harcus Wealth Management LLC
6,351$663.9K0.2%ETFVery LowNew Orleans, LA2026-10-09
Krilogy Financial LLC
6,048$640.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Salem Investment Counselors Inc
6,000$627.2K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Clear Point Advisors Inc.
5,819$608.3K0.4%ETFMediumMelville, NY2026-10-30
Brady Martz Wealth Solutions, LLC
5,798$606.0K0.1%ETFLowGrand Forks, ND2026-11-05
Stonebridge Financial Group, LLC
5,615$586.9K0.0%ETFMediumWormleysburg, PA2026-10-01
Financial Network Wealth Advisors LLC
5,544$579.6K0.6%ETFLowMurray, UT2026-10-28
Altfest L J & Co Inc
5,525$577.6K0.1%ETFHighNew York, NY2026-10-27
Tritonpoint Wealth, LLC
5,355$559.8K0.1%CoreLowChevy Chase, MD2026-10-19
KDK Private Wealth Management, LLC
5,293$553.3K0.4%ETFVery LowHouston, TX2026-11-03
Chartist Inc
5,183$3.4M2.2%CoreVery LowSeal Beach, CA2026-11-04
Vise Technologies, Inc.
5,128$536.0K0.0%IndexLowNew York, NY2026-10-29
Balefire, LLC
5,002$522.9K0.1%ETFMediumDallas, TX2026-10-09
Norden Group LLC
4,882$510.3K0.0%GrowthMediumProvo, UT2026-10-20
Grey Ledge Advisors, LLC
4,833$505.2K0.1%CoreLowGuilford, CT2026-11-02
Csenge Advisory Group
4,816$503.4K0.0%ETFMediumClearwater, FL2026-11-04
Juncture Wealth Strategies, LLC
4,811$502.9K0.1%ETFLowScottsdale, AZ2026-10-06
Crusonia Wealth Advisors LLC
4,656$486.7K0.1%ETFVery LowDenver, CO2026-10-26
Maltin Wealth Management, Inc.
4,471$467.3K0.2%ETFMediumRidgewood, NJ2026-10-13
WealthPlan Investment Management, LLC
4,455$465.7K0.0%GrowthMediumOmaha, NE2026-10-15
Compound Planning, Inc.
4,444$464.6K0.0%CoreLowNew York, NY2026-11-05
Choreo, LLC
4,290$448.4K0.0%IndexLowRockford, IL2026-10-28
Fifth Third Securities, Inc.
4,286$448.0K0.0%ETFLowCincinnati, OH2026-10-21
HB Wealth Management, LLC
4,211$440.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Third View Private Wealth, LLC
4,160$434.8K0.1%GrowthLowWestport, CT2026-10-30
Clear Creek Financial Management, LLC
4,079$426.3K0.0%ETFMediumSilverdale, WA2026-10-28
TritonPoint Partners, LLC
3,945$412.4K0.1%CoreMediumChevy Chase, MD2026-11-05
Creekside Partners
3,762$393.3K0.1%ETFVery LowPetaluma, CA2026-11-04
Intrua Financial, LLC
3,741$391.0K0.0%ETFMediumHouston, TX2026-10-28
Visionary Wealth Advisors
3,574$373.6K0.0%ETFLowO'Fallon, IL2026-11-04
Tucker Asset Management LLC
3,544$370.5K0.1%ETFMediumLittleton, CO2026-10-29
Cap Partners, LLC
3,520$367.9K0.2%ETFLowFranklin, TN2026-10-19
Trail Ridge Investment Advisors, LLC
3,460$361.7K0.2%CoreLowFort Collins, CO2026-10-16
Everhart Financial Group, Inc.
3,408$356.2K0.0%ETFLowDublin, OH2026-10-08
Retirement Planning Group, LLC
3,279$342.8K0.0%ETFVery LowLeawood, KS2026-10-19
KWB Wealth
3,267$341.5K0.0%ETFMediumRedlands, CA2026-10-16
Keudell ison Wealth Management
3,166$330.9K0.1%ETFMediumSalem, OR2026-10-16
Onyx Bridge Wealth Group LLC
3,078$321.8K0.0%ETFMediumTarrytown, NY2026-10-16
Goldstein Advisors, LLC
3,060$319.9K0.0%ETFMediumMadison, WI2026-10-15
Burney Co/
3,012$314.8K0.0%GARPMediumReston, VA2026-10-15
Delta Capital Management LLC
3,000$3140.0%CoreLowRed Bank, NJ2026-10-16
Old National Bancorp
3,000$313.6K0.0%CoreLowEvansville, IN2026-10-20
Private Trust Co NA
2,922$305.4K0.0%CoreLowCleveland, OH2026-10-20
Breachway Investments LLC
2,857$298.6K0.5%ETFLowCharlestown, RI2026-10-19
Denver PWM, LLC
2,819$294.7K0.1%ETFLowDenver, CO2026-10-22
RTD Financial Advisors, Inc.
2,730$285.4K0.0%ETFLowPhiladelphia, PA2026-10-09
Diversified Management Inc
2,704$282.7K0.0%CoreVery LowMilwaukee, WI2026-10-08
Selby Wealth Management, LLC
2,608$272.7K0.1%ETFVery LowEmeryville, CA2026-10-16
Centerpoint Advisors, LLC
2,556$2670.0%ETFVery LowNeedham, MA2026-11-05
Sterling Financial Planning, Inc.
2,495$260.8K0.1%ETFVery LowSparta, NJ2026-10-28
Beaumont Financial Advisors, LLC
2,469$258.1K0.0%GrowthMediumNeedham, MA2026-10-22
First Heartland Consultants, Inc.
2,465$257.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Retirement Planning Co of New England, Inc.
2,399$250.8K0.1%CoreLowWarwick, RI2026-10-15
Apollon Wealth Management, LLC
2,376$248.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Partners Wealth Management, LLC
2,369$247.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Signal Advisors Wealth, LLC
2,365$247.2K0.0%ETFLowDetroit, MI2026-10-13
Valeo Financial Advisors, LLC
2,344$245.0K0.0%ETFLowCarmel, IN2026-10-08
Cache Advisors, LLC
2,300$240.4K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
Thrive Capital Management, LLC
2,239$234.1K0.0%CoreMediumFort Washington, PA2026-10-28
International Assets Investment Management, LLC
2,230$235.8K0.0%CoreVery HighOrlando, FL2026-11-02
4Wealth Advisors, Inc.
2,176$228.3K0.2%ETFMediumBurr Ridge, IL2026-10-13
Somerset Trust Co
2,163$226.1K0.1%CoreVery LowSomerset, PA2026-10-13
Dynamic Advisor Solutions LLC
2,124$222.0K0.0%ETFLowPhoenix, AZ2026-10-13
Eastern Bank
2,107$220.2K0.0%GrowthMediumBoston, MA2026-10-05
Lee, Kelleher & Klein Wealth Management
2,092$218.7K0.1%ETFVery LowEllicott City, MD2026-10-08
Grimes & Co Wealth Management, LLC
2,019$211.0K0.0%CoreLowWestborough, MA2026-10-29
Fingerlakes Wealth Management, Inc.
1,962$205.1K0.1%ETFVery LowIthaca, NY2026-11-04
Diversify Wealth Management, LLC
1,913$200.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,913$200.5K0.0%GrowthLowSandy, UT2026-10-20
Kroeger Financial Partners
1,905$199.1K0.2%ETFN/AGrass Valley, CA2026-10-19
Elevated Capital Advisors, LLC
1,893$197.9K0.1%ETFMediumSandy, UT2026-11-04
MidAtlantic Capital Management, Inc.
1,859$194.3K0.1%ETFVery LowRichmond, VA2026-11-05
Dhjj Financial Advisors, Ltd.
1,320$138.0K0.0%ETFVery LowNaperville, IL2026-10-23
Wealth Enhancement Trust Services, Inc.
1,195$124.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
James T. Borello RIA
960$100.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
CoreCap Advisors, LLC
820$85.7K0.0%ETFMediumSouthfield, MI2026-10-08
Plante Moran Financial Advisors, LLC
786$82.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Turtle Creek Wealth Advisors, LLC
762$79.7K0.0%GrowthLowDallas, TX2026-10-15
Markowski Investments
762$79.6K0.0%ETFN/ATampa, FL2026-10-30
Allspring Global Investments Holdings, LLC
685$73.3K0.0%CoreMediumCharlotte, NC2026-11-04
Community Financial Services Group, LLC
656$69.4K0.0%GrowthLowNewport, VT2026-10-15
Horizons Wealth Management
648$67.7K0.0%ETFLowAsheville, NC2026-10-05
Concord Wealth Partners
548$57.3K0.0%GrowthLowAbingdon, VA2026-11-02
Rossby Financial, LCC
499$52.2K0.0%ETFMediumMelbourne, FL2026-11-05
JFS Wealth Advisors, LLC
451$47.1K0.0%ETFVery LowHermitage, PA2026-11-03
Tsfg, LLC
399$420.0%ETFLowLake Forest, IL2026-10-23
Sima Wealth Partners, LLC
376$39.3K0.0%ETFVery LowRichmond, VA2026-10-19
Creative Financial Designs Inc
374$39.1K0.0%ETFMediumKokomo, IN2026-11-04
Pension & Wealth Management Advisors, Inc.
345$36.1K0.0%ETFLowWaltham, MA2026-10-16
Parallel Advisors, LLC
342$35.7K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
323$33.8K0.0%ETFLowConcord, CA2026-10-21
Register Financial Advisors LLC
302$31.6K0.0%GARPLowAtlanta, GA2026-10-23
MJT & Associates Financial Advisory Group, Inc.
243$25.4K0.0%ETFLowMontevideo, MN2026-10-07
Cdkv Holdings LLC
228$23.8K0.0%ETFMediumDenver, CO2026-10-28
Heritage Family Offices, LLP
228$23.8K0.0%GrowthHighScottsdale, AZ2026-11-02
GK Wealth Management LLC
222$23.3K0.0%GARPVery HighReno, NV2026-10-09
Comprehensive Financial Planning, Inc.
194$20.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Mascoma Wealth Management LLC
189$19.8K0.0%ETFVery LowHanover, NH2026-10-23
Pinnacle Wealth Planning Services, Inc.
185$19.3K0.0%GARPLowMansfield, OH2026-10-27
Cassaday & Co Wealth Management LLC
182$19.0K0.0%ETFVery LowMclean, VA2026-10-27
Silver Grove Financial Group, Inc.
181$18.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Versant Capital Management, Inc
173$18.1K0.0%GARPLowPhoenix, AZ2026-10-02
Vima LLC
149$15.6K0.0%CoreLowTroy, MI2026-10-23
Kozak & Associates, Inc.
147$15.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
Evolution Wealth Management Inc.
146$15.3K0.0%ETFMediumFort Myers, FL2026-10-28
Pinnacle Bancorp, Inc.
131$13.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Cherry Tree Wealth Management, LLC
117$12.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Reap Financial Group, LLC
116$12.1K0.0%ETFLowAustin, TX2026-11-02
Hughes Financial Services, LLC
116$12.2K0.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
115$12.2K0.0%ETFVery LowMesa, AZ2026-10-27
Tounjian Advisory Partners, LLC
111$11.6K0.0%GrowthHighFort Myers, FL2026-11-04
Quest 10 Wealth Builders, Inc.
103$10.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Carolina Wealth Advisors, LLC
86$9.0K0.0%YieldHighMyrtle Beach, SC2026-10-23
WPG Advisers, LLC
77$8.1K0.0%CoreLowBaltimore, MD2026-10-27
Mather Group, Llc.
65$6.8K0.0%ETFMediumChicago, IL2026-10-14
Tradewinds Capital Management, LLC
60$6.3K0.0%ETFVery HighBellingham, WA2026-10-23
Key Capital Management, Inc
59$6.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Valley National Advisers Inc
56$5.9K0.0%ETFLowBethlehem, PA2026-10-23
Lanark Financial, Inc.
33$3.4K0.0%CoreMediumBirmingham, AL2026-10-26
Barrett & Company, Inc.
33$3.4K0.0%ETFLowProvidence, RI2026-10-22
Team Financial Group, LLC
32$3.4K0.0%ETFLowTemecula, CA2026-10-30
Lloyd Advisory Services, Llc.
27$2.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Cedar Mountain Advisors, LLC
27$2.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
RMG Wealth Management LLC
27$2.8K0.0%ETFVery HighPlatteville, WI2026-10-26
Wilmington Savings Fund Society, FSB
21$2.2K0.0%CoreLowWilmington, DE2026-10-23
Kingdom Financial Group Llc.
17$1.8K0.0%ETFMediumPeoria, AZ2026-11-04
Capital Investment Advisory Services, LLC
15$1.6K0.0%CoreMediumRaleigh, NC2026-10-30
IFS Advisors, LLC
13$1.4K0.0%ETFLowOverland Park, KS2026-10-14
Rosenberg Matthew Hamilton
12$1.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
Buck Wealth Strategies, LLC
10$1.1K0.0%ValueMediumDenver, CO2026-10-28
Jacobi Capital Management LLC
9$9530.0%CoreLowPittston, PA2026-11-05
Spurstone Advisory Services, LLC
9$9520.0%CoreLowHigganum, CT2026-11-02
Morling Financial Advisors, LLC
7$7320.0%ETFLowFremont, CA2026-10-28
Raleigh Capital Management Inc.
0$20.0%CoreMediumCary, NC2026-10-28