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SS Doubleline TR Tact ETF (TOTL)

CUSIP: 78467V848 | NYSE | 1163 institutional holders

Quarters

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

Signature Estate & Investment Advisors LLC4,102,355
2.7% of portfolio›$153.5M
Tectonic Advisors LLC2,646,000
4.6% of portfolio›$99.0M
Kestra Investment Management, LLC1,696,379
1.2% of portfolio›$63.5M
Morling Financial Advisors, LLC1,199,787
12.0% of portfolio›$44.9M
Bank of New York Mellon Corp907,530
0.0% of portfolio›$34.0M
Wealth Enhancement Advisory Services, LLC837,306
0.0% of portfolio›$31.3M
Weatherly Asset Management L. P.753,918
2.0% of portfolio›$28.2M
Pension & Wealth Management Advisors, Inc.727,183
6.2% of portfolio›$27.2M
Aprio Wealth Management, LLC661,330
1.1% of portfolio›$24.7M
Pinnacle Associates LTD652,317
0.3% of portfolio›$24.4M
Thrivent Financial for Lutherans593,552
0.0% of portfolio›$22.2K
Cerro Pacific Wealth Advisors LLC526,042
4.3% of portfolio›$19.7M
Lighthouse Financial Services Inc504,884
3.9% of portfolio›$18.9M
Cornerstone Wealth Management, LLC411,371
0.6% of portfolio›$15.4M
Cambridge Investment Research Advisors, Inc.407,446
0.0% of portfolio›$15.2K
Pinnacle Wealth Management Advisory Group, LLC373,196
0.8% of portfolio›$14.0M
Woodmont Investment Counsel LLC364,026
0.7% of portfolio›$13.6M
Denver PWM, LLC348,489
4.3% of portfolio›$13.0M
Vicus Capital340,642
0.8% of portfolio›$12.7M
Ballew Advisors, Inc325,499
6.0% of portfolio›$12.1M
Kestra Advisory Services, LLC325,009
0.0% of portfolio›$12.2M
Journey Advisory Group, LLC315,876
0.9% of portfolio›$11.8M
Howard Financial Services, Ltd.303,188
1.2% of portfolio›$11.3M
Stablepoint Partners, LLC289,998
1.5% of portfolio›$10.9M
M Wealth Management, LLC285,791
8.2% of portfolio›$10.7M
Brookstone Capital Management249,538
0.1% of portfolio›$9.3M
ARS Wealth Advisors Group, LLC227,775
0.6% of portfolio›$8.5M
Rose Capital Advisors LLC211,240
1.9% of portfolio›$7.9M
Assetmark, Inc203,610
0.0% of portfolio›$7.6M
Inman Jager Wealth Management, LLC185,654
3.6% of portfolio›$6.9M
Elmwood Wealth Management, Inc.183,239
1.6% of portfolio›$6.9M
HB Wealth Management, LLC182,375
0.0% of portfolio›$6.8M
Visionary Horizons, LLC150,704
2.2% of portfolio›$5.6M
USAdvisors Wealth Management, LLC138,356
0.0% of portfolio›$5.2K
Paragon Capital Management Inc133,694
3.8% of portfolio›$5.0M
Lunt Capital Management, Inc.128,181
1.8% of portfolio›$4.8M
Entrewealth, LLC119,055
1.6% of portfolio›$4.5M
Freedom Financial Partners LLC117,494
1.4% of portfolio›$4.4M
Bank of New Hampshire116,703
0.9% of portfolio›$4.4M
Prime Capital Investment Advisors, LLC115,193
0.0% of portfolio›$4.3M
Pinnacle Financial Group, LLC / IL112,111
1.0% of portfolio›$4.2M
Truist Financial Corp102,551
0.0% of portfolio›$3.8M
Commonwealth Equity Services, LLC102,176
0.0% of portfolio›$3.8M
Midwest Financial Network, LLC100,828
2.6% of portfolio›$3.8M
Avior Wealth Management, LLC92,911
0.1% of portfolio›$3.5M
Heritage Wealth Management, Inc.92,872
1.2% of portfolio›$3.5M
AlphaCore Capital LLC92,829
0.1% of portfolio›$3.5M
John W. Brooker & Co., CPAs91,814
3.9% of portfolio›$3.4M
Family Capital Trust Co89,744
1.1% of portfolio›$3.4M
Sharkey, Howes & Javer80,379
0.4% of portfolio›$3.0M
Redwood Park Advisors LLC77,151
1.8% of portfolio›$2.9M
Leeward Financial Partners, LLC67,052
0.6% of portfolio›$2.5M
Capital Advisors, Ltd. LLC60,743
0.0% of portfolio›$2.3K
TD Private Client Wealth LLC57,356
0.0% of portfolio›$2.1M
MFG Investments, LLC55,406
2.2% of portfolio›$2.1M
Jacobi Capital Management LLC54,043
0.1% of portfolio›$2.0M
Symphony Financial, Ltd. Co.53,555
0.2% of portfolio›$2.0M
Lionsbridge Wealth Management LLC53,477
2.2% of portfolio›$2.0M
Johnson Bixby & Associates, LLC49,907
0.2% of portfolio›$1.9M
Concurrent Investment Advisors, LLC47,581
0.0% of portfolio›$1.8M
Capital Asset Advisory Services LLC44,872
0.1% of portfolio›$1.7M
Diversified Portfolios, Inc.44,214
0.1% of portfolio›$1.7M
1620 Investment Advisors, Inc.33,644
0.8% of portfolio›$1.3M
Steel Grove Capital Advisors, LLC32,500
0.1% of portfolio›$1.2M
Summit Asset Management, LLC30,817
0.1% of portfolio›$1.2M
Worth Financial Advisory Group, LLC30,513
0.5% of portfolio›$1.1M
Peak Financial Management, Inc.30,183
0.3% of portfolio›$1.1M
Wealth Enhancement Trust Services, Inc.28,714
0.1% of portfolio›$1.1M
Visionary Wealth Advisors28,164
0.0% of portfolio›$1.1M
Fifth Third Bancorp27,781
0.0% of portfolio›$1.0M
MBL Wealth, LLC27,550
0.1% of portfolio›$1.0M
Strategic Family Wealth Counselors, L.L.C.26,451
0.2% of portfolio›$989.8K
Lanark Financial, Inc.25,254
0.1% of portfolio›$945.0K
Koshinski Asset Management, Inc.24,532
0.0% of portfolio›$918.0K
American Institute for Advanced Investment Management, LLP23,524
0.5% of portfolio›$880.3K
Lido Advisors, LLC23,181
0.0% of portfolio›$867.5K
Greatmark Investment Partners, Inc.22,200
0.1% of portfolio›$830.7K
IFP Advisors, Inc21,950
0.0% of portfolio›$821.4K
DWM Financial Group, Inc.20,648
0.6% of portfolio›$772.6K
Flagship Harbor Advisors, LLC20,148
0.0% of portfolio›$753.9K
Axxcess Wealth Management, LLC19,952
0.0% of portfolio›$746.6K
BCS Wealth Management19,838
0.1% of portfolio›$742.3K
BayBridge Capital Group, LLC19,248
0.4% of portfolio›$720.3K
Connecticut Wealth Management, LLC19,142
0.0% of portfolio›$716.3K
Carlton Hofferkamp & Jenks Wealth Management, LLC18,698
0.2% of portfolio›$704.7K
PFG Advisors17,976
0.0% of portfolio›$672.6K
StoneX Group Inc.17,039
0.0% of portfolio›$655.7K
Dudley Capital Management, LLC16,265
0.2% of portfolio›$608.6K
Creative Planning16,180
0.0% of portfolio›$605.5K
BlueChip Wealth Advisors LLC15,965
0.2% of portfolio›$597.4K
Thompson Davis & Co., Inc.15,900
0.4% of portfolio›$595.0K
Macroview Investment Management LLC15,831
0.4% of portfolio›$592.4K
Trilogy Capital Inc.15,484
0.0% of portfolio›$579.4K
VestGen Advisors, LLC15,179
0.0% of portfolio›$568.0K
Atria Investments, Inc15,163
0.0% of portfolio›$567.4K
Cooper Financial Group15,123
0.0% of portfolio›$565.9K
Flagstar Securities, Inc14,430
0.2% of portfolio›$540.0K
Keybank National Association14,392
0.0% of portfolio›$538.5K
Unified Investment Management14,349
0.5% of portfolio›$537.0K
Chicago Partners Investment Group LLC13,777
0.0% of portfolio›$522.4K
JBR Co Financial Management Inc13,767
0.2% of portfolio›$540.2K
Farther Finance Advisors, LLC13,386
0.0% of portfolio›$500.9K
M Holdings Securities, Inc.12,891
0.0% of portfolio›$484
Blue Zone Wealth Advisors, LLC12,789
0.1% of portfolio›$478.6K
Davenport & Co LLC12,121
0.0% of portfolio›$453.6K
Diversify Wealth Management, LLC11,454
0.0% of portfolio›$432.0K
Diversify Advisory Services, LLC11,454
0.0% of portfolio›$432.0K
Northbridge Financial Group, LLC11,394
0.1% of portfolio›$425.2K
Hudson Capital Management LLC11,315
0.1% of portfolio›$423.4K
First Heartland Consultants, Inc.11,260
0.0% of portfolio›$421.3K
Triumph Capital Management11,241
0.1% of portfolio›$420.7K
Spinnaker Investment Group, LLC11,223
0.1% of portfolio›$420.0K
Pettinga Financial Advisors LLC11,141
0.1% of portfolio›$416.9K
Richardson Financial Services Inc.9,766
0.2% of portfolio›$365.4K
Asset One Wealth Management LLC9,590
0.0% of portfolio›$358.9K
LexAurum Advisors, LLC9,583
0.0% of portfolio›$358.6K
Monument Capital Management9,561
0.1% of portfolio›$357.8K
William John Sempolinski9,526
0.1% of portfolio›$356.5K
Vise Technologies, Inc.9,361
0.0% of portfolio›$350.3K
Endowment Wealth Management, Inc.8,871
0.1% of portfolio›$332.0K
Beaumont Financial Advisors, LLC8,858
0.0% of portfolio›$331.5K
Helium Advisors LLC8,572
0.3% of portfolio›$320.8K
Selby Wealth Management, LLC8,448
0.1% of portfolio›$316.1K
Partners Wealth Management, LLC8,235
0.0% of portfolio›$308.2K
SYM Financial Corp8,174
0.0% of portfolio›$305.9K
Ballast Financial Advisors LLC7,894
0.3% of portfolio›$295.4K
Aufman Associates Inc7,828
0.1% of portfolio›$292.9K
Objective Capital Management, LLC7,800
0.3% of portfolio›$291.9K
Clifford Swan Investment Counsel LLC7,031
0.0% of portfolio›$263.1K
Aspiriant, LLC6,970
0.0% of portfolio›$260.8K
Cherry Tree Wealth Management, LLC6,654
0.0% of portfolio›$249.0K
J.W. Cole Advisors, Inc.6,561
0.0% of portfolio›$245.5K
Y-Intercept (Hong Kong) Ltd6,394
0.0% of portfolio›$239.3K
Independent Financial Group, LLC6,314
0.0% of portfolio›$236.3K
True North Advisors, LLC6,257
0.0% of portfolio›$234.1K
DKM Wealth Management, Inc.6,076
0.1% of portfolio›$227.4K
Clarity Retirement & Wealth, LLC5,999
0.2% of portfolio›$224.5K
Colton Groome Financial Advisors, LLC5,986
0.1% of portfolio›$224.0K
GW Henssler & Associates LTD5,811
0.0% of portfolio›$217.4K
Chris Bulman Inc5,553
0.1% of portfolio›$207.8K
Center For Asset Management LLC5,472
0.1% of portfolio›$204.8K
Patten Group, Inc.5,465
0.0% of portfolio›$204.5K
Deltec Asset Management LLC5,400
0.0% of portfolio›$202.1K
US Bancorp \de\4,950
0.0% of portfolio›$185.2K
Private Trust Co NA4,831
0.0% of portfolio›$180.8K
Westside Investment Management, Inc.4,800
0.0% of portfolio›$179.6K
Planning Strategies Inc.4,241
0.1% of portfolio›$158.7K
Citigroup Inc3,951
0.0% of portfolio›$147.8K
Signature Equity Partners, LLC3,855
0.1% of portfolio›$144.3K
Parallel Advisors, LLC3,265
0.0% of portfolio›$122.2K
Nfsg Corp3,056
0.0% of portfolio›$114.4K
Eastern Bank2,635
0.0% of portfolio›$98.6K
SBI Securities Co., Ltd.2,284
0.0% of portfolio›$85.5K
Mather Group, Llc.2,134
0.0% of portfolio›$79.9K
Valley National Advisers Inc1,925
0.0% of portfolio›$72.0K
Cape Investment Advisory, Inc.1,635
0.0% of portfolio›$61.2K
TD Waterhouse Canada Inc.1,600
0.0% of portfolio›$59.7K
Archer Investment Corp1,587
0.0% of portfolio›$59.4K
GHP Investment Advisors, Inc.1,137
0.0% of portfolio›$42.6K
CX Institutional1,035
0.0% of portfolio›$39
CoreCap Advisors, LLC1,020
0.0% of portfolio›$38.2K
United Community Bank1,000
0.0% of portfolio›$37.4K
EverSource Wealth Advisors, LLC880
0.0% of portfolio›$32.9K
Investors Research Corp822
0.0% of portfolio›$30.8K
Washington Trust Advisors, Inc.795
0.0% of portfolio›$29.7K
Pinnacle Bancorp, Inc.785
0.0% of portfolio›$29.4K
Bangor Savings Bank650
0.0% of portfolio›$24.3K
Pinnacle Wealth Planning Services, Inc.552
0.0% of portfolio›$20.7K
Larson Financial Group LLC525
0.0% of portfolio›$19.6K
Pacifica Partners Inc.200
0.0% of portfolio›$7.5K
Abound Wealth Management172
0.0% of portfolio›$6.4K
Silver Grove Financial Group, Inc.129
0.0% of portfolio›$4.8K
Quest 10 Wealth Builders, Inc.113
0.0% of portfolio›$4.2K
LAM Group, Inc.80
0.0% of portfolio›$3.0K
Golden State Wealth Management, LLC68
0.0% of portfolio›$2.5K
Breakwater Investment Management55
0.0% of portfolio›$2.1K
Cullen T Bankers, Inc.46
0.0% of portfolio›$1.7K
Barnes Dennig Private Wealth Management LLC36
0.0% of portfolio›$1.3K
High Point Wealth Management, LLC32
0.0% of portfolio›$1.2K
Versant Capital Management, Inc16
0.0% of portfolio›$599
StyleTurnoverLocationFiled
Signature Estate & Investment Advisors LLC
4,102,355$153.5M2.7%ETFMediumLos Angeles, CA2026-10-13
Tectonic Advisors LLC
2,646,000$99.0M4.6%YieldLowFrisco, TX2026-10-22
Kestra Investment Management, LLC
1,696,379$63.5M1.2%ETFMediumAustin, TX2026-11-04
Morling Financial Advisors, LLC
1,199,787$44.9M12.0%ETFLowFremont, CA2026-10-28
Bank of New York Mellon Corp
907,530$34.0M0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
837,306$31.3M0.0%CoreLowPlymouth, MN2026-10-13
Weatherly Asset Management L. P.
753,918$28.2M2.0%GrowthVery LowDel Mar, CA2026-10-20
Pension & Wealth Management Advisors, Inc.
727,183$27.2M6.2%ETFLowWaltham, MA2026-10-16
Aprio Wealth Management, LLC
661,330$24.7M1.1%ETFMediumAtlanta, GA2026-10-28
Pinnacle Associates LTD
652,317$24.4M0.3%CoreLowNew York, NY2026-10-20
Thrivent Financial for Lutherans
593,552$22.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Cerro Pacific Wealth Advisors LLC
526,042$19.7M4.3%GrowthLowSan Luis Obispo, CA2026-10-22
Lighthouse Financial Services Inc
504,884$18.9M3.9%ETFVery LowBrea, CA2026-11-02
Cornerstone Wealth Management, LLC
411,371$15.4M0.6%ETFVery LowSt. Peters, MO2026-11-04
Cambridge Investment Research Advisors, Inc.
407,446$15.2K0.0%ETFLowFairfield, IA2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
373,196$14.0M0.8%GrowthLowRed Bank, NJ2026-10-23
Woodmont Investment Counsel LLC
364,026$13.6M0.7%GARPVery LowNashville, TN2026-10-29
Denver PWM, LLC
348,489$13.0M4.3%ETFLowDenver, CO2026-10-22
Vicus Capital
340,642$12.7M0.8%ETFMediumState College, PA2026-11-05
Ballew Advisors, Inc
325,499$12.1M6.0%ETFLowJackson, MS2026-10-05
Kestra Advisory Services, LLC
325,009$12.2M0.0%CoreLowAustin, TX2026-11-02
Journey Advisory Group, LLC
315,876$11.8M0.9%CoreMediumCovington, KY2026-11-04
Howard Financial Services, Ltd.
303,188$11.3M1.2%ETFLowDallas, TX2026-10-15
Stablepoint Partners, LLC
289,998$10.9M1.5%CoreLowBraintree, MA2026-11-03
M Wealth Management, LLC
285,791$10.7M8.2%ETFVery LowSan Diego, CA2026-10-14
Brookstone Capital Management
249,538$9.3M0.1%ETFMediumWheaton, IL2026-10-22
ARS Wealth Advisors Group, LLC
227,775$8.5M0.6%CoreLowSt. Petersburg, FL2026-10-16
Rose Capital Advisors LLC
211,240$7.9M1.9%ETFN/AMiami Beach, FL2026-11-04
Assetmark, Inc
203,610$7.6M0.0%ETFLowConcord, CA2026-10-21
Inman Jager Wealth Management, LLC
185,654$6.9M3.6%ETFVery LowHattiesburg, MS2026-11-05
Elmwood Wealth Management, Inc.
183,239$6.9M1.6%ETFLowBerkeley, CA2026-10-14
HB Wealth Management, LLC
182,375$6.8M0.0%IndexVery LowAtlanta, GA2026-10-23
Visionary Horizons, LLC
150,704$5.6M2.2%ETFLowKnoxville, TN2026-10-22
USAdvisors Wealth Management, LLC
138,356$5.2K0.0%ETFLowEden Prairie, MN2026-10-21
Paragon Capital Management Inc
133,694$5.0M3.8%CoreMediumProvo, UT2026-10-15
Lunt Capital Management, Inc.
128,181$4.8M1.8%ETFLowHolladay, UT2026-10-30
Entrewealth, LLC
119,055$4.5M1.6%ETFLowAustin, TX2026-10-14
Freedom Financial Partners LLC
117,494$4.4M1.4%ETFLowOakdale, MN2026-10-19
Bank of New Hampshire
116,703$4.4M0.9%CoreLowLaconia, NH2026-10-06
Prime Capital Investment Advisors, LLC
115,193$4.3M0.0%ETFLowOverland Park, KS2026-10-20
Pinnacle Financial Group, LLC / IL
112,111$4.2M1.0%ETFVery LowWestern Springs, IL2026-10-29
Truist Financial Corp
102,551$3.8M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
102,176$3.8M0.0%ETFLowWaltham, MA2026-11-02
Midwest Financial Network, LLC
100,828$3.8M2.6%ETFHighTinley Park, IL2026-10-13
Avior Wealth Management, LLC
92,911$3.5M0.1%ETFMediumOmaha, NE2026-10-13
Heritage Wealth Management, Inc.
92,872$3.5M1.2%ETFLowSan Diego, CA2026-10-27
AlphaCore Capital LLC
92,829$3.5M0.1%ETFLowLa Jolla, CA2026-11-04
John W. Brooker & Co., CPAs
91,814$3.4M3.9%ETFMediumOakland, CA2026-10-21
Family Capital Trust Co
89,744$3.4M1.1%CoreLowPeabody, MA2026-10-22
Sharkey, Howes & Javer
80,379$3.0M0.4%ETFMediumDenver, CO2026-10-22
Redwood Park Advisors LLC
77,151$2.9M1.8%ETFVery LowRedwood City, CA2026-11-02
Leeward Financial Partners, LLC
67,052$2.5M0.6%GrowthMediumBellevue, WA2026-10-23
Capital Advisors, Ltd. LLC
60,743$2.3K0.0%ETFLowShaker Heights, OH2026-10-27
TD Private Client Wealth LLC
57,356$2.1M0.0%ETFLowNew York, NY2026-10-28
MFG Investments, LLC
55,406$2.1M2.2%ETFN/AMedford, NJ2026-10-30
Jacobi Capital Management LLC
54,043$2.0M0.1%CoreLowPittston, PA2026-11-05
Symphony Financial, Ltd. Co.
53,555$2.0M0.2%GrowthLowHouston, TX2026-10-22
Lionsbridge Wealth Management LLC
53,477$2.0M2.2%ETFMediumJacksonville Beach, FL2026-10-26
Johnson Bixby & Associates, LLC
49,907$1.9M0.2%ETFMediumVancouver, WA2026-10-14
Concurrent Investment Advisors, LLC
47,581$1.8M0.0%GrowthMediumTampa, FL2026-10-16
Capital Asset Advisory Services LLC
44,872$1.7M0.1%ETFLowWilliamston, MI2026-10-30
Diversified Portfolios, Inc.
44,214$1.7M0.1%ETFLowBloomfield Hills, MI2026-11-04
1620 Investment Advisors, Inc.
33,644$1.3M0.8%ValueLowPlymouth, MA2026-11-04
Steel Grove Capital Advisors, LLC
32,500$1.2M0.1%ETFLowMemphis, TN2026-10-13
Summit Asset Management, LLC
30,817$1.2M0.1%ETFLowMemphis, TN2026-11-05
Worth Financial Advisory Group, LLC
30,513$1.1M0.5%GrowthVery LowCharlotte, NC2026-10-19
Peak Financial Management, Inc.
30,183$1.1M0.3%ETFVery LowWellesley, MA2026-10-16
Wealth Enhancement Trust Services, Inc.
28,714$1.1M0.1%GrowthMediumSioux Falls, SD2026-10-07
Visionary Wealth Advisors
28,164$1.1M0.0%ETFLowO'Fallon, IL2026-11-04
Fifth Third Bancorp
27,781$1.0M0.0%IndexVery LowCincinnati, OH2026-11-05
MBL Wealth, LLC
27,550$1.0M0.1%ETFLowCharlotte, NC2026-10-22
Strategic Family Wealth Counselors, L.L.C.
26,451$989.8K0.2%ETFVery LowFairfield, NJ2026-10-29
Lanark Financial, Inc.
25,254$945.0K0.1%CoreMediumBirmingham, AL2026-10-26
Koshinski Asset Management, Inc.
24,532$918.0K0.0%ETFLowDecatur, IL2026-10-29
American Institute for Advanced Investment Management, LLP
23,524$880.3K0.5%ETFLowScottsdale, AZ2026-11-03
Lido Advisors, LLC
23,181$867.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Greatmark Investment Partners, Inc.
22,200$830.7K0.1%ValueVery LowColumbus, GA2026-10-28
IFP Advisors, Inc
21,950$821.4K0.0%GrowthLowTampa, FL2026-10-16
DWM Financial Group, Inc.
20,648$772.6K0.6%ETFN/APalatine, IL2026-10-28
Flagship Harbor Advisors, LLC
20,148$753.9K0.0%ETFMediumBoston, MA2026-10-26
Axxcess Wealth Management, LLC
19,952$746.6K0.0%CoreLowCarlsbad, CA2026-10-21
BCS Wealth Management
19,838$742.3K0.1%ETFVery LowJohnson City, TN2026-11-03
BayBridge Capital Group, LLC
19,248$720.3K0.4%GARPMediumLivermore, CA2026-10-13
Connecticut Wealth Management, LLC
19,142$716.3K0.0%ETFLowFarmington, CT2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
18,698$704.7K0.2%ETFLowThe Woodlands, TX2026-10-21
PFG Advisors
17,976$672.6K0.0%ETFMediumPhoenix, AZ2026-10-16
StoneX Group Inc.
17,039$655.7K0.0%ETFMediumNew York, NY2026-11-03
Dudley Capital Management, LLC
16,265$608.6K0.2%GrowthLowMiddleburg, VA2026-10-23
Creative Planning
16,180$605.5K0.0%IndexVery LowOverland Park, KS2026-11-02
BlueChip Wealth Advisors LLC
15,965$597.4K0.2%ETFMediumMilton, GA2026-11-03
Thompson Davis & Co., Inc.
15,900$595.0K0.4%CoreMediumRichmond, VA2026-11-05
Macroview Investment Management LLC
15,831$592.4K0.4%ETFLowBethesda, MD2026-10-26
Trilogy Capital Inc.
15,484$579.4K0.0%ETFMediumIrvine, CA2026-10-20
VestGen Advisors, LLC
15,179$568.0K0.0%GrowthMediumChicago, IL2026-10-27
Atria Investments, Inc
15,163$567.4K0.0%CoreMediumCharlotte, NC2026-10-15
Cooper Financial Group
15,123$565.9K0.0%GrowthMediumIrvine, CA2026-10-07
Flagstar Securities, Inc
14,430$540.0K0.2%ETFVery LowNew York, NY2026-10-15
Keybank National Association
14,392$538.5K0.0%CoreLowBrooklyn, OH2026-11-04
Unified Investment Management
14,349$537.0K0.5%CoreLowAtlanta, GA2026-10-14
Chicago Partners Investment Group LLC
13,777$522.4K0.0%GARPLowChicago, IL2026-10-27
JBR Co Financial Management Inc
13,767$540.2K0.2%GrowthLowArdmore, OK2026-10-13
Farther Finance Advisors, LLC
13,386$500.9K0.0%IndexLowSan Francisco, CA2026-10-08
M Holdings Securities, Inc.
12,891$4840.0%ETFHighPortland, OR2026-11-03
Blue Zone Wealth Advisors, LLC
12,789$478.6K0.1%MomentumLowLos Angeles, CA2026-10-19
Davenport & Co LLC
12,121$453.6K0.0%CoreMediumRichmond, VA2026-10-14
Diversify Wealth Management, LLC
11,454$432.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
11,454$432.0K0.0%GrowthLowSandy, UT2026-10-20
Northbridge Financial Group, LLC
11,394$425.2K0.1%GrowthLowTampa, FL2026-11-05
Hudson Capital Management LLC
11,315$423.4K0.1%ValueLowRamsey, NJ2026-10-20
First Heartland Consultants, Inc.
11,260$421.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Triumph Capital Management
11,241$420.7K0.1%ETFMediumDenver, CO2026-10-14
Spinnaker Investment Group, LLC
11,223$420.0K0.1%ETFLowNewport Beach, CA2026-10-13
Pettinga Financial Advisors LLC
11,141$416.9K0.1%ETFMediumEvansville, IN2026-10-13
Richardson Financial Services Inc.
9,766$365.4K0.2%GrowthMediumMedway, MA2026-10-30
Asset One Wealth Management LLC
9,590$358.9K0.0%GrowthLowBellevue, WA2026-11-02
LexAurum Advisors, LLC
9,583$358.6K0.0%ETFLowOverland Park, KS2026-10-19
Monument Capital Management
9,561$357.8K0.1%GARPHighAlexandria, VA2026-10-09
William John Sempolinski
9,526$356.5K0.1%MomentumLowEaston, MA2026-10-20
Vise Technologies, Inc.
9,361$350.3K0.0%IndexLowNew York, NY2026-10-29
Endowment Wealth Management, Inc.
8,871$332.0K0.1%ETFMediumAppleton, WI2026-11-03
Beaumont Financial Advisors, LLC
8,858$331.5K0.0%GrowthMediumNeedham, MA2026-10-22
Helium Advisors LLC
8,572$320.8K0.3%ETFLowVancouver, WA2026-10-23
Selby Wealth Management, LLC
8,448$316.1K0.1%ETFVery LowEmeryville, CA2026-10-16
Partners Wealth Management, LLC
8,235$308.2K0.0%CoreLowCarmel By The Sea, CA2026-10-28
SYM Financial Corp
8,174$305.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Ballast Financial Advisors LLC
7,894$295.4K0.3%ETFVery LowWest Chester, PA2026-10-26
Aufman Associates Inc
7,828$292.9K0.1%ETFVery LowSewickley, PA2026-11-04
Objective Capital Management, LLC
7,800$291.9K0.3%ETFLowFairlawn, OH2026-10-13
Clifford Swan Investment Counsel LLC
7,031$263.1K0.0%CoreVery LowPasadena, CA2026-11-05
Aspiriant, LLC
6,970$260.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Cherry Tree Wealth Management, LLC
6,654$249.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
J.W. Cole Advisors, Inc.
6,561$245.5K0.0%IndexLowTampa, FL2026-11-05
Y-Intercept (Hong Kong) Ltd
6,394$239.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Independent Financial Group, LLC
6,314$236.3K0.0%GrowthLowSan Diego, CA2026-10-13
True North Advisors, LLC
6,257$234.1K0.0%CoreMediumDallas, TX2026-10-22
DKM Wealth Management, Inc.
6,076$227.4K0.1%YieldVery LowStockton, CA2026-10-09
Clarity Retirement & Wealth, LLC
5,999$224.5K0.2%ETFN/ANew Bedford, MA2026-11-04
Colton Groome Financial Advisors, LLC
5,986$224.0K0.1%ETFLowAsheville, NC2026-10-06
GW Henssler & Associates LTD
5,811$217.4K0.0%CoreMediumKennesaw, GA2026-10-26
Chris Bulman Inc
5,553$207.8K0.1%ETFLowRoseville, CA2026-10-20
Center For Asset Management LLC
5,472$204.8K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Patten Group, Inc.
5,465$204.5K0.0%CoreLowChattanooga, TN2026-10-26
Deltec Asset Management LLC
5,400$202.1K0.0%CoreMediumNew York, NY2026-10-26
US Bancorp \de\
4,950$185.2K0.0%IndexLowMinneapolis, MN2026-11-05
Private Trust Co NA
4,831$180.8K0.0%CoreLowCleveland, OH2026-10-20
Westside Investment Management, Inc.
4,800$179.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Planning Strategies Inc.
4,241$158.7K0.1%ETFN/ALancaster, PA2026-10-02
Citigroup Inc
3,951$147.8K0.0%CoreMediumNew York, NY2026-11-04
Signature Equity Partners, LLC
3,855$144.3K0.1%GrowthMediumColumbus, OH2026-10-29
Parallel Advisors, LLC
3,265$122.2K0.0%IndexLowSan Francisco, CA2026-11-03
Nfsg Corp
3,056$114.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Eastern Bank
2,635$98.6K0.0%GrowthMediumBoston, MA2026-10-05
SBI Securities Co., Ltd.
2,284$85.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mather Group, Llc.
2,134$79.9K0.0%ETFMediumChicago, IL2026-10-14
Valley National Advisers Inc
1,925$72.0K0.0%ETFLowBethlehem, PA2026-10-23
Cape Investment Advisory, Inc.
1,635$61.2K0.0%ETFLowMcdonough, GA2026-10-13
TD Waterhouse Canada Inc.
1,600$59.7K0.0%CoreLowToronto, Australia2026-10-16
Archer Investment Corp
1,587$59.4K0.0%CoreMediumCarmel, IN2026-11-05
GHP Investment Advisors, Inc.
1,137$42.6K0.0%CoreVery LowDenver, CO2026-10-15
CX Institutional
1,035$390.0%CoreMediumAuburn, IN2026-10-02
CoreCap Advisors, LLC
1,020$38.2K0.0%ETFMediumSouthfield, MI2026-10-08
United Community Bank
1,000$37.4K0.0%CoreLowGreenville, SC2026-10-28
EverSource Wealth Advisors, LLC
880$32.9K0.0%CoreMediumBirmingham, AL2026-11-04
Investors Research Corp
822$30.8K0.0%ETFLowAtlanta, GA2026-10-07
Washington Trust Advisors, Inc.
795$29.7K0.0%GrowthLowWellesley, MA2026-10-22
Pinnacle Bancorp, Inc.
785$29.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Bangor Savings Bank
650$24.3K0.0%ETFLowBangor, ME2026-10-06
Pinnacle Wealth Planning Services, Inc.
552$20.7K0.0%GARPLowMansfield, OH2026-10-27
Larson Financial Group LLC
525$19.6K0.0%GrowthLowSt Louis, MO2026-11-05
Pacifica Partners Inc.
200$7.5K0.0%CoreLowSurrey, South Africa2026-10-09
Abound Wealth Management
172$6.4K0.0%ETFVery LowFranklin, TN2026-10-26
Silver Grove Financial Group, Inc.
129$4.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Quest 10 Wealth Builders, Inc.
113$4.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
LAM Group, Inc.
80$3.0K0.0%ETFVery LowLake Oswego, OR2026-10-26
Golden State Wealth Management, LLC
68$2.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Breakwater Investment Management
55$2.1K0.0%ETFLowSeattle, WA2026-10-20
Cullen T Bankers, Inc.
46$1.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Barnes Dennig Private Wealth Management LLC
36$1.3K0.0%CoreLowCincinnati, OH2026-10-30
High Point Wealth Management, LLC
32$1.2K0.0%ETFLowChester, NJ2026-11-05
Versant Capital Management, Inc
16$5990.0%GARPLowPhoenix, AZ2026-10-02