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SS Spdr BB ST HI Yield ETF (SJNK)

CUSIP: 78468R408 | NYSE | 1351 institutional holders

Quarters

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

Grimes & Co Wealth Management, LLC6,950,366
4.0% of portfolio›$168.5M
RMG Wealth Management LLC3,731,090
9.3% of portfolio›$90.0M
iA Global Asset Management Inc.3,183,018
0.0% of portfolio›$77.2K
Berkshire Money Management, Inc.1,712,499
3.6% of portfolio›$41.5M
Sigma Investment Counselors Inc1,664,109
1.9% of portfolio›$40.4M
Davenport & Co LLC1,474,733
0.2% of portfolio›$35.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,352,352
0.4% of portfolio›$32.8M
Angeles Wealth Management, LLC1,102,292
1.2% of portfolio›$26.7M
Essex LLC974,585
3.6% of portfolio›$23.6M
Employees' Retirement Fund of the City of Fort Worth893,800
7.9% of portfolio›$21.7M
Curran Financial Partners, LLC876,563
3.5% of portfolio›$21.3M
Allspring Global Investments Holdings, LLC868,026
0.0% of portfolio›$21.0M
Howard Financial Services, Ltd.738,007
1.9% of portfolio›$17.9M
Matthew Goff Investment Advisor, LLC629,709
2.3% of portfolio›$15.3M
Kestra Advisory Services, LLC566,691
0.0% of portfolio›$13.7M
Sumitomo Mitsui Trust Group, Inc.565,000
0.0% of portfolio›$13.7M
Park Avenue Securities LLC547,377
0.0% of portfolio›$13.3K
Truist Financial Corp515,219
0.0% of portfolio›$12.5M
Angeles Investment Advisors, LLC486,820
0.7% of portfolio›$11.8M
WT Wealth Management463,977
3.2% of portfolio›$11.3M
Lebenthal Global Advisors, LLC431,992
1.4% of portfolio›$10.5M
Cornerstone National Bank & Trust Co407,337
3.2% of portfolio›$9.8M
Union Bancaire Privee, UBP SA396,680
0.1% of portfolio›$9.6M
Certified Advisory Corp395,640
0.8% of portfolio›$9.6M
Caldwell Trust Co394,241
0.8% of portfolio›$9.6M
Fulton Breakefield Broenniman LLC381,059
0.5% of portfolio›$9.2M
Sterling Manor Financial, LLC374,878
5.3% of portfolio›$9.1M
AA Financial Advisors, LLC360,360
1.0% of portfolio›$8.7M
Ironwood Wealth Management, Inc.356,649
3.6% of portfolio›$8.6M
Farmers & Merchants Trust Co of Chambersburg PA347,961
0.0% of portfolio›$8.4K
Assetmark, Inc333,192
0.0% of portfolio›$8.1M
Axxcess Wealth Management, LLC327,738
0.3% of portfolio›$7.9M
Zega Investments, LLC314,270
0.8% of portfolio›$7.6M
Market Street Wealth Management Advisors LLC310,370
1.1% of portfolio›$7.5M
Global Assets Advisory, LLC308,151
1.6% of portfolio›$7.4M
TD Private Client Wealth LLC308,131
0.1% of portfolio›$7.5M
Missouri Trust & Investment Co287,493
1.9% of portfolio›$7.0M
Sharper & Granite LLC280,958
2.4% of portfolio›$7.0M
Moulton Wealth Management, Inc263,969
4.3% of portfolio›$6.4M
Oppenheimer Asset Management Inc.235,582
0.1% of portfolio›$5.7M
Cantor Fitzgerald Investment Advisors L.P.231,250
0.3% of portfolio›$5.6M
Sound Income Strategies, LLC227,665
0.2% of portfolio›$5.5M
Echo45 Advisors LLC213,267
2.4% of portfolio›$5.2M
Benchmark Financial, LLC208,470
3.9% of portfolio›$5.1M
Sowell Financial Services LLC203,080
0.2% of portfolio›$4.9M
Creative Planning194,716
0.0% of portfolio›$4.7M
Adell Harriman & Carpenter Inc183,117
0.2% of portfolio›$4.4M
Monetary Solutions, Ltd181,619
3.8% of portfolio›$4.4M
Cambridge Investment Research Advisors, Inc.179,141
0.0% of portfolio›$4.3K
Commonwealth Equity Services, LLC169,709
0.0% of portfolio›$4.1M
First National Trust Co163,571
0.1% of portfolio›$4.0M
BayBridge Capital Group, LLC154,943
2.0% of portfolio›$3.8M
KG Capital Management146,432
2.2% of portfolio›$3.6M
LightSquare Wealth Management, LLC145,807
2.4% of portfolio›$3.5M
Great Diamond Partners, LLC141,693
0.6% of portfolio›$3.4M
Lionshead Wealth Management, LLC134,621
2.2% of portfolio›$3.3M
Altus Wealth Management, LLC134,395
1.2% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC122,412
0.0% of portfolio›$3.0M
Williams Financial, LLC120,645
1.5% of portfolio›$2.9M
Financial Partners Group, Inc114,956
0.3% of portfolio›$2.8M
Fiduciary Financial Group, LLC114,677
0.3% of portfolio›$2.8M
Horizon Wealth Management, LLC112,841
0.3% of portfolio›$2.7M
Axos Invest Inc.110,474
2.0% of portfolio›$2.7M
Mezzasalma Advisors, LLC103,306
0.5% of portfolio›$2.5M
Sage Investment Advisers LLC99,172
1.6% of portfolio›$2.4M
Atria Investments, Inc90,219
0.0% of portfolio›$2.2M
Rosenberg Matthew Hamilton76,754
0.3% of portfolio›$1.9M
Diversify Wealth Management, LLC72,057
0.0% of portfolio›$1.7M
Diversify Advisory Services, LLC72,057
0.0% of portfolio›$1.7M
PFG Advisors69,996
0.1% of portfolio›$1.7M
Farther Finance Advisors, LLC66,708
0.0% of portfolio›$1.6M
Horizon Financial Services, LLC66,379
0.6% of portfolio›$1.6M
Dumont & Blake Investment Advisors LLC65,573
0.4% of portfolio›$1.6M
Sapient Capital LLC63,475
0.0% of portfolio›$1.5M
Private Wealth Group, LLC62,448
0.6% of portfolio›$1.5M
NTV Asset Management LLC58,528
0.1% of portfolio›$1.4M
Hobart Private Capital, LLC53,976
0.2% of portfolio›$1.3M
LFA - Lugano Financial Advisors SA53,461
0.8% of portfolio›$1.3M
Cane Capital Partners, LLC53,204
0.5% of portfolio›$1.3M
Howard Wealth Management, LLC49,730
0.4% of portfolio›$1.2M
Csenge Advisory Group47,731
0.0% of portfolio›$1.2M
Bright Futures Wealth Management, Llc.44,575
0.7% of portfolio›$1.1M
B. Riley Wealth Advisors, Inc.42,820
0.0% of portfolio›$1.0M
StoneX Group Inc.38,696
0.0% of portfolio›$938.6K
Strategic Blueprint, LLC38,414
0.0% of portfolio›$931.5K
Midwest Trust Co37,420
0.0% of portfolio›$907.4K
Visionary Wealth Advisors36,090
0.0% of portfolio›$875.2K
High Net Worth Advisory Group LLC35,000
0.2% of portfolio›$848.8K
Capital Advisors, Ltd. LLC34,871
0.0% of portfolio›$846
FinArc Investments, Inc.34,254
0.7% of portfolio›$830.7K
M Holdings Securities, Inc.33,900
0.0% of portfolio›$817
Calamos Wealth Management LLC32,936
0.0% of portfolio›$798.7K
Wealthcare Advisory Partners LLC28,830
0.0% of portfolio›$699.1K
Prosperity Planning, Inc.28,797
0.2% of portfolio›$698.3K
MGO One Seven LLC28,073
0.0% of portfolio›$680.8K
Rockland Trust Co27,091
0.0% of portfolio›$657.0K
Opulen Financial Group LLC26,785
0.4% of portfolio›$649.5K
Virtue Capital Management, LLC26,020
0.1% of portfolio›$631.0K
CFS Investment Advisory Services, LLC25,434
0.0% of portfolio›$616.8K
Valley Wealth Managers, Inc.24,746
0.0% of portfolio›$600.1K
D'Orazio & Associates, Inc.24,390
0.1% of portfolio›$591.5K
SBI Securities Co., Ltd.23,184
0.0% of portfolio›$562.2K
Valeo Financial Advisors, LLC22,975
0.0% of portfolio›$557.2K
TrueWealth Advisors, LLC21,837
0.1% of portfolio›$529.6K
Meridian Financial Advisors, LLC21,736
0.2% of portfolio›$527.1K
APS Management Group, Inc.21,168
0.4% of portfolio›$513.3K
Roman Butler Fullerton & Co19,635
0.1% of portfolio›$472.4K
QP Wealth Management, LLC19,519
0.7% of portfolio›$473.3K
Lanark Financial, Inc.18,754
0.0% of portfolio›$454.8K
Surience Private Wealth LLC18,690
0.4% of portfolio›$453.2K
Oppenheimer & Co Inc17,644
0.0% of portfolio›$427.9K
Hidden Cove Wealth Management, LLC16,879
0.2% of portfolio›$409.3K
Sage Financial Group Inc15,776
0.0% of portfolio›$382.6K
First Horizon Corp15,274
0.0% of portfolio›$370.4K
Courier Capital LLC14,969
0.0% of portfolio›$363.0K
Burke & Herbert Bank & Trust Co14,608
0.1% of portfolio›$354.2K
Narus Financial Partners, LLC14,384
0.1% of portfolio›$348.8K
Endowment Wealth Management, Inc.14,187
0.1% of portfolio›$344.0K
Apella Capital, LLC13,323
0.0% of portfolio›$322.4K
Ashton Thomas Private Wealth, LLC12,879
0.0% of portfolio›$312.3K
Royal Fund Management, LLC12,709
0.0% of portfolio›$308.2K
Laurel OAK Wealth Management, LLC11,457
0.0% of portfolio›$277.8K
ETF Store, Inc.11,089
0.2% of portfolio›$268.9K
Mirae Asset Global Investments Co., Ltd.10,925
0.0% of portfolio›$264.9K
Gradient Capital Advisors, LLC10,460
0.1% of portfolio›$253.7K
Swmg, LLC10,341
0.1% of portfolio›$249.1K
EverSource Wealth Advisors, LLC10,309
0.0% of portfolio›$250.0K
Apollon Wealth Management, LLC10,044
0.0% of portfolio›$243.6K
Eagle Strategies LLC10,028
0.0% of portfolio›$243.2K
HMS Capital Management, LLC10,000
0.1% of portfolio›$242.5K
Regatta Capital Group, LLC9,002
0.0% of portfolio›$218.3K
Meridian Wealth Management, LLC8,980
0.0% of portfolio›$218.3K
Concurrent Investment Advisors, LLC8,401
0.0% of portfolio›$203.7K
Beacon Financial Group8,363
0.0% of portfolio›$202.8K
Commonwealth Financial Services, LLC8,350
0.0% of portfolio›$202.5K
Fifth Third Securities, Inc.8,308
0.0% of portfolio›$201.5K
Parallel Advisors, LLC7,279
0.0% of portfolio›$176.5K
Albion Financial Group6,838
0.0% of portfolio›$165.8K
Duncker Streett & Co Inc5,631
0.0% of portfolio›$136.5K
CoreCap Advisors, LLC4,219
0.0% of portfolio›$102.3K
Markowski Investments4,188
0.0% of portfolio›$101.6K
Brown, Lisle Ings, Inc.4,143
0.0% of portfolio›$100.5K
Compass Financial Management LLC3,150
0.0% of portfolio›$76.4K
Citigroup Inc3,072
0.0% of portfolio›$74.5K
IFP Advisors, Inc2,605
0.0% of portfolio›$63.2K
TD Waterhouse Canada Inc.2,282
0.0% of portfolio›$55.0K
Private Trust Co NA2,201
0.0% of portfolio›$53.4K
Ashton Thomas Securities, LLC2,080
0.0% of portfolio›$50.4K
Proathlete Wealth Management LLC1,905
0.0% of portfolio›$46.2K
Capital Investment Advisory Services, LLC1,782
0.0% of portfolio›$43.3K
Clean Yield Group1,698
0.0% of portfolio›$41.2K
City Holding Co1,283
0.0% of portfolio›$31.1K
First Bancorp, Inc950
0.0% of portfolio›$23.0K
Register Financial Advisors LLC600
0.0% of portfolio›$14.6K
Heritage Family Offices, LLP547
0.0% of portfolio›$13.3K
Valley National Advisers Inc500
0.0% of portfolio›$12.1K
Birch Financial Group, LLC474
0.0% of portfolio›$11.5K
Buck Wealth Strategies, LLC470
0.0% of portfolio›$11.4K
Toth Financial Advisory Corp429
0.0% of portfolio›$10.4K
Triumph Capital Management411
0.0% of portfolio›$10.0K
Quest 10 Wealth Builders, Inc.400
0.0% of portfolio›$9.7K
Latitude Advisors, LLC386
0.0% of portfolio›$9.4K
EPG Wealth Management LLC331
0.0% of portfolio›$8.0K
Ascentis Independent Advisors313
0.0% of portfolio›$7.6K
Nfsg Corp246
0.0% of portfolio›$6.0K
Golden State Wealth Management, LLC183
0.0% of portfolio›$4.5K
American National Bank & Trust156
0.0% of portfolio›$3.8K
Creative Financial Designs Inc126
0.0% of portfolio›$3.1K
Gamma Investing LLC108
0.0% of portfolio›$2.6K
Trust Co of Vermont104
0.0% of portfolio›$2.5K
1620 Investment Advisors, Inc.100
0.0% of portfolio›$2.4K
Lodestone Wealth Management LLC98
0.0% of portfolio›$2.4K
Costello Asset Management, Inc89
0.0% of portfolio›$2.2K
Investors Research Corp88
0.0% of portfolio›$2.1K
Canton Hathaway, LLC73
0.0% of portfolio›$1.8K
Ascentis Wealth Management, LLC68
0.0% of portfolio›$1.6K
Provenance Wealth Advisors, LLC60
0.0% of portfolio›$1.5K
Spire Wealth Management50
0.0% of portfolio›$1.2K
Nemes Rush Group LLC38
0.0% of portfolio›$922
Highline Wealth Partners LLC25
0.0% of portfolio›$606
Signature Equity Partners, LLC5
0.0% of portfolio›$121
StyleTurnoverLocationFiled
Grimes & Co Wealth Management, LLC
6,950,366$168.5M4.0%CoreLowWestborough, MA2026-10-29
RMG Wealth Management LLC
3,731,090$90.0M9.3%ETFVery HighPlatteville, WI2026-10-26
iA Global Asset Management Inc.
3,183,018$77.2K0.0%GrowthMediumQuebec, Austria2026-10-29
Berkshire Money Management, Inc.
1,712,499$41.5M3.6%ETFMediumDalton, MA2026-10-21
Sigma Investment Counselors Inc
1,664,109$40.4M1.9%ETFLowNorthville, MI2026-10-27
Davenport & Co LLC
1,474,733$35.8M0.2%CoreMediumRichmond, VA2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,352,352$32.8M0.4%GrowthVery LowSeattle, WA2026-10-27
Angeles Wealth Management, LLC
1,102,292$26.7M1.2%ETFLowSanta Monica, CA2026-10-26
Essex LLC
974,585$23.6M3.6%ETFLowDeer Park, IL2026-10-14
Employees' Retirement Fund of the City of Fort Worth
893,800$21.7M7.9%ETFN/AFort Worth, TX2026-11-02
Curran Financial Partners, LLC
876,563$21.3M3.5%ETFMediumDaniel Island, SC2026-11-04
Allspring Global Investments Holdings, LLC
868,026$21.0M0.0%CoreMediumCharlotte, NC2026-11-04
Howard Financial Services, Ltd.
738,007$17.9M1.9%ETFLowDallas, TX2026-10-15
Matthew Goff Investment Advisor, LLC
629,709$15.3M2.3%CoreMediumHouston, TX2026-10-13
Kestra Advisory Services, LLC
566,691$13.7M0.0%CoreLowAustin, TX2026-11-02
Sumitomo Mitsui Trust Group, Inc.
565,000$13.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Park Avenue Securities LLC
547,377$13.3K0.0%ETFMediumNew York, NY2026-10-26
Truist Financial Corp
515,219$12.5M0.0%CoreLowCharlotte, NC2026-10-30
Angeles Investment Advisors, LLC
486,820$11.8M0.7%ETFMediumSanta Monica, CA2026-10-22
WT Wealth Management
463,977$11.3M3.2%ETFMediumScottsdale, AZ2026-10-13
Lebenthal Global Advisors, LLC
431,992$10.5M1.4%ETFMediumHauppauge, NY2026-10-28
Cornerstone National Bank & Trust Co
407,337$9.8M3.2%ETFMediumPalatine, IL2026-10-20
Union Bancaire Privee, UBP SA
396,680$9.6M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
Certified Advisory Corp
395,640$9.6M0.8%ETFLowAltamonte Springs, FL2026-10-29
Caldwell Trust Co
394,241$9.6M0.8%GrowthLowVenice, FL2026-10-30
Fulton Breakefield Broenniman LLC
381,059$9.2M0.5%GrowthLowBethesda, MD2026-11-03
Sterling Manor Financial, LLC
374,878$9.1M5.3%ETFLowSaratoga Springs, NY2026-10-21
AA Financial Advisors, LLC
360,360$8.7M1.0%ETFMediumColumbus, OH2026-10-19
Ironwood Wealth Management, Inc.
356,649$8.6M3.6%ETFVery LowHurricane, WV2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
347,961$8.4K0.0%GARPLowChambersburg, PA2026-10-14
Assetmark, Inc
333,192$8.1M0.0%ETFLowConcord, CA2026-10-21
Axxcess Wealth Management, LLC
327,738$7.9M0.3%CoreLowCarlsbad, CA2026-10-21
Zega Investments, LLC
314,270$7.6M0.8%GrowthMediumPalm Beach Gardens, FL2026-11-04
Market Street Wealth Management Advisors LLC
310,370$7.5M1.1%ETFMediumIndianapolis, IN2026-10-09
Global Assets Advisory, LLC
308,151$7.4M1.6%GrowthHighOrlando, FL2026-10-28
TD Private Client Wealth LLC
308,131$7.5M0.1%ETFLowNew York, NY2026-10-28
Missouri Trust & Investment Co
287,493$7.0M1.9%CoreVery LowSpringfield, MO2026-11-04
Sharper & Granite LLC
280,958$7.0M2.4%ETFLowEl Segundo, CA2026-11-02
Moulton Wealth Management, Inc
263,969$6.4M4.3%ETFVery HighSpokane, WA2026-10-13
Oppenheimer Asset Management Inc.
235,582$5.7M0.1%CoreMediumNew York, NY2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
231,250$5.6M0.3%YieldLowNew York, NY2026-10-21
Sound Income Strategies, LLC
227,665$5.5M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Echo45 Advisors LLC
213,267$5.2M2.4%ETFLowWalnut Creek, CA2026-10-07
Benchmark Financial, LLC
208,470$5.1M3.9%ETFVery LowWilmington, DE2026-10-16
Sowell Financial Services LLC
203,080$4.9M0.2%CoreLowNorth Little Rock, AR2026-10-23
Creative Planning
194,716$4.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Adell Harriman & Carpenter Inc
183,117$4.4M0.2%GrowthVery LowHouston, TX2026-11-02
Monetary Solutions, Ltd
181,619$4.4M3.8%ETFVery LowDayton, OH2026-10-22
Cambridge Investment Research Advisors, Inc.
179,141$4.3K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
169,709$4.1M0.0%ETFLowWaltham, MA2026-11-02
First National Trust Co
163,571$4.0M0.1%GrowthLowJohnstown, PA2026-10-28
BayBridge Capital Group, LLC
154,943$3.8M2.0%GARPMediumLivermore, CA2026-10-13
KG Capital Management
146,432$3.6M2.2%CoreLowSt. Francisville, LA2026-10-15
LightSquare Wealth Management, LLC
145,807$3.5M2.4%ETFN/ABingham Farms, MI2026-11-03
Great Diamond Partners, LLC
141,693$3.4M0.6%CoreMediumPortland, ME2026-10-13
Lionshead Wealth Management, LLC
134,621$3.3M2.2%ETFLowNew York, NY2026-10-21
Altus Wealth Management, LLC
134,395$3.3M1.2%ETFVery LowFt Mitchell, KY2026-10-13
Wealth Enhancement Advisory Services, LLC
122,412$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Williams Financial, LLC
120,645$2.9M1.5%ETFMediumNorth Bennington, VT2026-10-19
Financial Partners Group, Inc
114,956$2.8M0.3%ETFLowOverland Park, KS2026-10-19
Fiduciary Financial Group, LLC
114,677$2.8M0.3%ETFLowSan Rafael, CA2026-10-13
Horizon Wealth Management, LLC
112,841$2.7M0.3%ETFVery HighLa Grange, IL2026-11-02
Axos Invest Inc.
110,474$2.7M2.0%ETFMediumLas Vegas, NV2026-10-21
Mezzasalma Advisors, LLC
103,306$2.5M0.5%GrowthLowTinton Falls, NJ2026-10-14
Sage Investment Advisers LLC
99,172$2.4M1.6%ETFLowWappingers Falls, NY2026-10-21
Atria Investments, Inc
90,219$2.2M0.0%CoreMediumCharlotte, NC2026-10-15
Rosenberg Matthew Hamilton
76,754$1.9M0.3%ETFVery LowGrand Junction, CO2026-10-05
Diversify Wealth Management, LLC
72,057$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
72,057$1.7M0.0%GrowthLowSandy, UT2026-10-20
PFG Advisors
69,996$1.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Farther Finance Advisors, LLC
66,708$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Horizon Financial Services, LLC
66,379$1.6M0.6%ETFLowWinston Salem, NC2026-11-04
Dumont & Blake Investment Advisors LLC
65,573$1.6M0.4%CoreVery LowPrinceton, NJ2026-10-28
Sapient Capital LLC
63,475$1.5M0.0%GrowthMediumIndianapolis, IN2026-10-08
Private Wealth Group, LLC
62,448$1.5M0.6%ETFLowTampa, FL2026-10-19
NTV Asset Management LLC
58,528$1.4M0.1%GrowthLowCharleston, WV2026-10-23
Hobart Private Capital, LLC
53,976$1.3M0.2%ETFMediumCharlotte, NC2026-10-19
LFA - Lugano Financial Advisors SA
53,461$1.3M0.8%ETFLowLugano, Switzerland2026-11-03
Cane Capital Partners, LLC
53,204$1.3M0.5%GrowthMediumSt Francisville, LA2026-10-23
Howard Wealth Management, LLC
49,730$1.2M0.4%ETFVery LowMadison, CT2026-10-28
Csenge Advisory Group
47,731$1.2M0.0%ETFMediumClearwater, FL2026-11-04
Bright Futures Wealth Management, Llc.
44,575$1.1M0.7%CoreHighWebster, Ny 14580, NY2026-10-23
B. Riley Wealth Advisors, Inc.
42,820$1.0M0.0%GrowthLowMemphis, TN2026-10-13
StoneX Group Inc.
38,696$938.6K0.0%ETFMediumNew York, NY2026-11-03
Strategic Blueprint, LLC
38,414$931.5K0.0%ETFLowAtlanta, GA2026-10-22
Midwest Trust Co
37,420$907.4K0.0%CoreLowOverland Park, KS2026-10-22
Visionary Wealth Advisors
36,090$875.2K0.0%ETFLowO'Fallon, IL2026-11-04
High Net Worth Advisory Group LLC
35,000$848.8K0.2%ETFVery LowNaples, FL2026-10-26
Capital Advisors, Ltd. LLC
34,871$8460.0%ETFLowShaker Heights, OH2026-10-27
FinArc Investments, Inc.
34,254$830.7K0.7%ValueLowNorwood, MA2026-10-14
M Holdings Securities, Inc.
33,900$8170.0%ETFHighPortland, OR2026-11-03
Calamos Wealth Management LLC
32,936$798.7K0.0%GrowthMediumNaperville, IL2026-11-02
Wealthcare Advisory Partners LLC
28,830$699.1K0.0%ETFLowWest Chester, PA2026-10-21
Prosperity Planning, Inc.
28,797$698.3K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
MGO One Seven LLC
28,073$680.8K0.0%GrowthLowBeachwood, OH2026-10-28
Rockland Trust Co
27,091$657.0K0.0%CoreLowHanover, MA2026-10-05
Opulen Financial Group LLC
26,785$649.5K0.4%ETFVery LowArlington, VA2026-10-22
Virtue Capital Management, LLC
26,020$631.0K0.1%GrowthHighBrentwood, TN2026-10-29
CFS Investment Advisory Services, LLC
25,434$616.8K0.0%ETFMediumTotowa, NJ2026-10-19
Valley Wealth Managers, Inc.
24,746$600.1K0.0%GARPMediumParamus, NJ2026-10-09
D'Orazio & Associates, Inc.
24,390$591.5K0.1%ETFLowVienna, VA2026-11-04
SBI Securities Co., Ltd.
23,184$562.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Valeo Financial Advisors, LLC
22,975$557.2K0.0%ETFLowCarmel, IN2026-10-08
TrueWealth Advisors, LLC
21,837$529.6K0.1%ETFMediumBirmingham, AL2026-10-09
Meridian Financial Advisors, LLC
21,736$527.1K0.2%ETFVery LowHolliston, MA2026-10-14
APS Management Group, Inc.
21,168$513.3K0.4%ETFMediumTorrance, CA2026-10-14
Roman Butler Fullerton & Co
19,635$472.4K0.1%GrowthMediumSt Louis, MO2026-10-27
QP Wealth Management, LLC
19,519$473.3K0.7%GrowthHighBoca Raton, FL2026-10-20
Lanark Financial, Inc.
18,754$454.8K0.0%CoreMediumBirmingham, AL2026-10-26
Surience Private Wealth LLC
18,690$453.2K0.4%ETFVery HighYakima, WA2026-10-16
Oppenheimer & Co Inc
17,644$427.9K0.0%CoreLowNew York, NY2026-10-26
Hidden Cove Wealth Management, LLC
16,879$409.3K0.2%GrowthHighBainbridge Island, WA2026-10-19
Sage Financial Group Inc
15,776$382.6K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
First Horizon Corp
15,274$370.4K0.0%CoreLowMemphis, TN2026-10-26
Courier Capital LLC
14,969$363.0K0.0%ETFLowBuffalo, NY2026-10-19
Burke & Herbert Bank & Trust Co
14,608$354.2K0.1%CoreVery LowAlexandria, VA2026-11-02
Narus Financial Partners, LLC
14,384$348.8K0.1%ValueLowSalt Lake City, UT2026-10-19
Endowment Wealth Management, Inc.
14,187$344.0K0.1%ETFMediumAppleton, WI2026-11-03
Apella Capital, LLC
13,323$322.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Ashton Thomas Private Wealth, LLC
12,879$312.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Royal Fund Management, LLC
12,709$308.2K0.0%GrowthMediumLady Lake, FL2026-10-22
Laurel OAK Wealth Management, LLC
11,457$277.8K0.0%GrowthLowMarlton, NJ2026-10-19
ETF Store, Inc.
11,089$268.9K0.2%ETFVery LowOverland Park, KS2026-10-19
Mirae Asset Global Investments Co., Ltd.
10,925$264.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
Gradient Capital Advisors, LLC
10,460$253.7K0.1%ETFLowSan Diego, CA2026-10-21
Swmg, LLC
10,341$249.1K0.1%ETFMediumFort Worth, TX2026-10-23
EverSource Wealth Advisors, LLC
10,309$250.0K0.0%CoreMediumBirmingham, AL2026-11-04
Apollon Wealth Management, LLC
10,044$243.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Eagle Strategies LLC
10,028$243.2K0.0%ETFLowNew York, NY2026-10-16
HMS Capital Management, LLC
10,000$242.5K0.1%GrowthMediumNashville, TN2026-10-20
Regatta Capital Group, LLC
9,002$218.3K0.0%ETFLowEl Segundo, CA2026-10-23
Meridian Wealth Management, LLC
8,980$218.3K0.0%GrowthLowLexington, KY2026-11-05
Concurrent Investment Advisors, LLC
8,401$203.7K0.0%GrowthMediumTampa, FL2026-10-16
Beacon Financial Group
8,363$202.8K0.0%ETFMediumDallas, TX2026-10-19
Commonwealth Financial Services, LLC
8,350$202.5K0.0%ETFMediumVienna, WV2026-10-20
Fifth Third Securities, Inc.
8,308$201.5K0.0%ETFLowCincinnati, OH2026-10-21
Parallel Advisors, LLC
7,279$176.5K0.0%IndexLowSan Francisco, CA2026-11-03
Albion Financial Group
6,838$165.8K0.0%GrowthLowSalt Lake City, UT2026-10-21
Duncker Streett & Co Inc
5,631$136.5K0.0%GrowthLowSt. Louis, MO2026-10-27
CoreCap Advisors, LLC
4,219$102.3K0.0%ETFMediumSouthfield, MI2026-10-08
Markowski Investments
4,188$101.6K0.0%ETFN/ATampa, FL2026-10-30
Brown, Lisle Ings, Inc.
4,143$100.5K0.0%CoreVery LowProvidence, RI2026-10-16
Compass Financial Management LLC
3,150$76.4K0.0%CoreN/ATampa, FL2026-10-30
Citigroup Inc
3,072$74.5K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
2,605$63.2K0.0%GrowthLowTampa, FL2026-10-16
TD Waterhouse Canada Inc.
2,282$55.0K0.0%CoreLowToronto, Australia2026-10-16
Private Trust Co NA
2,201$53.4K0.0%CoreLowCleveland, OH2026-10-20
Ashton Thomas Securities, LLC
2,080$50.4K0.0%ETFMediumRochester, NY2026-10-26
Proathlete Wealth Management LLC
1,905$46.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Capital Investment Advisory Services, LLC
1,782$43.3K0.0%CoreMediumRaleigh, NC2026-10-30
Clean Yield Group
1,698$41.2K0.0%CoreLowNorwich, VT2026-10-28
City Holding Co
1,283$31.1K0.0%CoreLowCharleston, WV2026-10-19
First Bancorp, Inc
950$23.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
Register Financial Advisors LLC
600$14.6K0.0%GARPLowAtlanta, GA2026-10-23
Heritage Family Offices, LLP
547$13.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Valley National Advisers Inc
500$12.1K0.0%ETFLowBethlehem, PA2026-10-23
Birch Financial Group, LLC
474$11.5K0.0%CoreLowKeene, NH2026-10-27
Buck Wealth Strategies, LLC
470$11.4K0.0%ValueMediumDenver, CO2026-10-28
Toth Financial Advisory Corp
429$10.4K0.0%CoreLowLeesburg, VA2026-10-08
Triumph Capital Management
411$10.0K0.0%ETFMediumDenver, CO2026-10-14
Quest 10 Wealth Builders, Inc.
400$9.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Latitude Advisors, LLC
386$9.4K0.0%ETFLowYorkville, IL2026-10-27
EPG Wealth Management LLC
331$8.0K0.0%GrowthLowAtlanta, GA2026-11-03
Ascentis Independent Advisors
313$7.6K0.0%ETFLowDallas, TX2026-11-03
Nfsg Corp
246$6.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Golden State Wealth Management, LLC
183$4.5K0.0%ETFMediumSanta Ana, CA2026-11-02
American National Bank & Trust
156$3.8K0.0%CoreVery LowWichita Falls, TX2026-10-07
Creative Financial Designs Inc
126$3.1K0.0%ETFMediumKokomo, IN2026-11-04
Gamma Investing LLC
108$2.6K0.0%IndexVery LowFoster City, CA2026-10-08
Trust Co of Vermont
104$2.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
1620 Investment Advisors, Inc.
100$2.4K0.0%ValueLowPlymouth, MA2026-11-04
Lodestone Wealth Management LLC
98$2.4K0.0%CoreLowSpokane, WA2026-10-14
Costello Asset Management, Inc
89$2.2K0.0%CoreLowFeasterville, PA2026-10-30
Investors Research Corp
88$2.1K0.0%ETFLowAtlanta, GA2026-10-07
Canton Hathaway, LLC
73$1.8K0.0%ValueLowProvidence, RI2026-10-23
Ascentis Wealth Management, LLC
68$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
60$1.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Spire Wealth Management
50$1.2K0.0%GrowthMediumMclean, VA2026-10-30
Nemes Rush Group LLC
38$9220.0%CoreVery LowNovi, MI2026-11-04
Highline Wealth Partners LLC
25$6060.0%ETFMediumSherman Oaks, CA2026-10-19
Signature Equity Partners, LLC
5$1210.0%GrowthMediumColumbus, OH2026-10-29