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SS Spdr N ICE Muni Bond ETF (TFI)

CUSIP: 78468R721 | NYSE | 1118 institutional holders

Quarters

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

Truist Financial Corp656,022
0.0% of portfolio›$28.1M
Assetmark, Inc647,260
0.0% of portfolio›$27.7M
Park Avenue Securities LLC535,718
0.0% of portfolio›$22.9K
Wealthcare Advisory Partners LLC520,101
0.4% of portfolio›$22.2M
Foster Group, Inc.455,724
0.5% of portfolio›$19.5M
Revolve Wealth Partners, LLC315,113
1.4% of portfolio›$13.5M
OpenArc Corporate Advisory, LLC307,916
0.1% of portfolio›$13.2M
TD Private Client Wealth LLC291,820
0.2% of portfolio›$12.5M
Commonwealth Equity Services, LLC257,158
0.0% of portfolio›$11.0M
Cliftonlarsonallen Wealth Advisors, LLC239,311
0.1% of portfolio›$10.2M
Cambridge Investment Research Advisors, Inc.201,335
0.0% of portfolio›$8.6K
Vise Technologies, Inc.182,888
0.1% of portfolio›$7.8M
Wealthcare Capital Management LLC155,422
0.7% of portfolio›$6.6M
JFS Wealth Advisors, LLC151,080
0.3% of portfolio›$6.5M
Avidian Wealth Enterprises, LLC141,386
0.2% of portfolio›$6.0M
Crestwood Advisors Group, LLC137,364
0.1% of portfolio›$5.9M
Collective Family Office LLC132,159
1.2% of portfolio›$5.7M
Gamma Investing LLC130,519
0.2% of portfolio›$5.6M
Cullen T Bankers, Inc.124,665
0.1% of portfolio›$5.3M
Wealth Enhancement Advisory Services, LLC114,992
0.0% of portfolio›$4.9M
Mather Group, Llc.110,239
0.0% of portfolio›$4.7M
Archer Investment Management, LLC104,861
1.4% of portfolio›$4.5M
Ascent Group, LLC98,004
0.1% of portfolio›$4.2M
Ashton Thomas Securities, LLC95,190
0.4% of portfolio›$4.1M
Citigroup Inc88,195
0.0% of portfolio›$3.8M
Fifth Third Bancorp82,488
0.0% of portfolio›$3.5M
BlueChip Wealth Advisors LLC79,171
1.1% of portfolio›$3.4M
Quadrant Private Wealth Management, LLC74,914
0.4% of portfolio›$3.2M
Versant Capital Management, Inc74,253
0.3% of portfolio›$3.2M
Evensky & Katz LLC67,850
0.0% of portfolio›$2.9K
Breakwater Investment Management67,225
1.0% of portfolio›$2.9M
TruNorth Capital Management, LLC62,222
0.4% of portfolio›$2.7M
Integrated Capital Management, Inc.61,083
1.9% of portfolio›$2.6M
Towercrest Capital Management58,216
0.4% of portfolio›$2.5M
Aquire Wealth Advisors, LLC56,899
0.5% of portfolio›$2.4M
Foronjy Financial LLC55,745
0.8% of portfolio›$2.4M
Johnson Financial Group, LLC54,117
0.1% of portfolio›$2.3M
A4 Wealth Advisors LLC52,334
1.5% of portfolio›$2.2M
ShoreHaven Wealth Partners, LLC50,362
0.7% of portfolio›$2.2M
Advisor OS, LLC48,499
0.1% of portfolio›$2.1M
Cornerstone Wealth Management, LLC48,237
0.1% of portfolio›$2.1M
SAX Wealth Advisors, LLC47,262
0.1% of portfolio›$2.0M
Steele Capital Management, Inc.46,466
0.1% of portfolio›$2.0M
Farther Finance Advisors, LLC46,215
0.0% of portfolio›$2.0M
Alliance Wealth Management Group43,410
0.4% of portfolio›$1.9M
CFS Investment Advisory Services, LLC42,892
0.1% of portfolio›$1.8M
Advus Financial Partners, LLC42,495
0.5% of portfolio›$1.8M
CX Institutional40,568
0.0% of portfolio›$1.7K
Perigon Wealth Management, LLC38,358
0.0% of portfolio›$1.6M
IFP Advisors, Inc36,735
0.0% of portfolio›$1.6M
SWS Partners33,556
0.3% of portfolio›$1.4M
SwitchPoint Financial Planning, LLC33,164
0.8% of portfolio›$1.4M
McAdam, LLC32,891
0.1% of portfolio›$1.4M
Eagle Strategies LLC27,701
0.1% of portfolio›$1.2M
Signal Advisors Wealth, LLC27,405
0.1% of portfolio›$1.2M
Eagle Rock Investment Company, LLC27,383
0.1% of portfolio›$1.2M
Midwest Financial Network, LLC27,059
0.8% of portfolio›$1.2M
Concurrent Investment Advisors, LLC26,810
0.0% of portfolio›$1.1M
Retirement Wealth Solutions LLC26,651
0.6% of portfolio›$1.1M
Cumberland Advisors Inc26,355
0.4% of portfolio›$1.1M
Choreo, LLC25,687
0.0% of portfolio›$1.1M
Fiduciary Alliance LLC25,223
0.1% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC24,834
0.0% of portfolio›$1.1M
Brucke Financial, Inc.23,962
0.4% of portfolio›$1.0M
Gradient Investments LLC23,809
0.0% of portfolio›$1.0M
1900 Wealth Management LLC23,452
0.1% of portfolio›$1.0M
Claro Advisors Inc.23,031
0.1% of portfolio›$985.0K
Idaho Trust Co22,877
0.3% of portfolio›$978.4K
Sanchez Gaunt Capital Management, LLC21,521
0.5% of portfolio›$920.5K
Facet Wealth, Inc.21,434
0.0% of portfolio›$916.8K
Focus Wealth Advisors, LLC20,949
0.4% of portfolio›$896.0K
Skyline Advisors, Inc.19,108
0.3% of portfolio›$817.2K
Atria Investments, Inc18,040
0.0% of portfolio›$771.6K
Destiny Wealth Partners, LLC17,770
0.1% of portfolio›$781.9K
AdvisorNet Financial, Inc17,033
0.0% of portfolio›$732.2K
Zenith Solutions, Inc.16,620
0.6% of portfolio›$710.8K
Linscomb Wealth, Inc.16,397
0.0% of portfolio›$701.3K
Kestra Advisory Services, LLC15,985
0.0% of portfolio›$683.7K
Uptick Partners, LLC15,347
0.1% of portfolio›$656.4K
Fairway Wealth LLC15,111
0.1% of portfolio›$646.3K
Aprio Wealth Management, LLC15,070
0.0% of portfolio›$644.6K
Independent Wealth Network Inc.14,650
0.2% of portfolio›$626.6K
Wealthcare Capital Partners, LLC14,545
0.3% of portfolio›$622.1K
Private Trust Co NA14,407
0.0% of portfolio›$616.2K
Kingswood Wealth Advisors, LLC13,471
0.0% of portfolio›$576.2K
Avantax Planning Partners, Inc.12,707
0.0% of portfolio›$543.5K
StoneX Group Inc.12,255
0.0% of portfolio›$541.1K
Diversify Advisory Services, LLC12,238
0.0% of portfolio›$530.0K
Diversify Wealth Management, LLC12,238
0.0% of portfolio›$530.0K
Creative Planning12,214
0.0% of portfolio›$522.4K
Cypress Financial Planning LLC12,026
0.1% of portfolio›$514.4K
US Bancorp \de\11,366
0.0% of portfolio›$486.1K
Founders Financial Securities LLC11,340
0.0% of portfolio›$485.0K
Dorval Corp10,646
0.1% of portfolio›$455.3K
Simplicity Wealth,LLC9,997
0.0% of portfolio›$427.6K
Colton Groome Financial Advisors, LLC9,970
0.1% of portfolio›$426.4K
Transcendent Capital Group LLC9,880
0.2% of portfolio›$422.6K
Forvis Mazars Wealth Advisors, LLC9,558
0.0% of portfolio›$408.8K
Florida Trust Wealth Management Co9,196
0.0% of portfolio›$393.3K
Tenet Wealth Partners, LLC9,192
0.3% of portfolio›$393.1K
Balentine LLC9,191
0.0% of portfolio›$393.1K
Friedenthal Financial8,574
0.2% of portfolio›$366.7K
Juncture Wealth Strategies, LLC8,419
0.1% of portfolio›$360.1K
RFG Advisory, LLC8,240
0.0% of portfolio›$352.4K
Victory Financial Group, LLC8,237
0.0% of portfolio›$352.3K
Walkner Condon Financial Advisors LLC8,181
0.0% of portfolio›$349.9K
One Day In July LLC8,174
0.0% of portfolio›$349.6K
Omega Financial Group, LLC8,046
0.1% of portfolio›$344.1K
Tanager Wealth Management LLP8,022
0.0% of portfolio›$343.1K
Sawgrass Asset Management LLC7,876
0.0% of portfolio›$336.9K
Apollon Financial, LLC7,672
0.0% of portfolio›$328.2K
Parkway Wealth Management Group, LLC7,569
0.0% of portfolio›$323.7K
Compound Planning, Inc.7,461
0.0% of portfolio›$319.1K
Sowell Financial Services LLC7,229
0.0% of portfolio›$309.2K
Stablepoint Partners, LLC6,835
0.0% of portfolio›$292.3K
EverSource Wealth Advisors, LLC6,451
0.0% of portfolio›$275.9K
SigFig Wealth Management, LLC6,418
0.0% of portfolio›$274.5K
Thrivent Financial for Lutherans6,380
0.0% of portfolio›$273
Guided Capital Wealth Management, LLC6,296
0.2% of portfolio›$269.3K
Pacific Park Financial, Inc.6,295
0.2% of portfolio›$269.2K
WBH Advisory Inc6,294
0.0% of portfolio›$269.2K
Balefire, LLC5,916
0.0% of portfolio›$253.0K
Kestra Investment Management, LLC5,852
0.0% of portfolio›$250.3K
Beaumont Financial Advisors, LLC5,846
0.0% of portfolio›$250.0K
Braun-Bostich & Associates Inc.5,835
0.1% of portfolio›$249.6K
Rare Wolf Capital LLC5,801
0.1% of portfolio›$248.1K
Citizens National Bank Trust Department5,500
0.0% of portfolio›$235.2K
Elevation Point Wealth Partners, LLC5,294
0.0% of portfolio›$226.4K
Investment Planning Advisors, Inc.5,240
0.1% of portfolio›$224.1K
International Assets Investment Management, LLC5,051
0.0% of portfolio›$216.7K
CRA Financial Services, LLC5,021
0.0% of portfolio›$214.7K
Inscription Capital, LLC5,000
0.0% of portfolio›$213.9K
Total Clarity Wealth Management, Inc.4,935
0.0% of portfolio›$211.1K
Oppenheimer & Co Inc4,811
0.0% of portfolio›$205.8K
Ridgeline Wealth, LLC4,729
0.1% of portfolio›$203.6K
Capital Advisors, Ltd. LLC4,426
0.0% of portfolio›$189
Blueline Advisors LLC4,137
0.1% of portfolio›$177.0K
Root Financial Partners, LLC2,592
0.0% of portfolio›$110.9K
Richardson Financial Services Inc.2,245
0.1% of portfolio›$96.0K
1620 Investment Advisors, Inc.2,049
0.1% of portfolio›$87.6K
Lanark Financial, Inc.1,500
0.0% of portfolio›$64.2K
Blue Trust, Inc.1,497
0.0% of portfolio›$64.0K
Hurley Capital, LLC1,168
0.0% of portfolio›$50.0K
Laurel Wealth Advisors LLC1,000
0.0% of portfolio›$42.8K
Signature Equity Partners, LLC850
0.0% of portfolio›$36.3K
Capital Investment Advisory Services, LLC846
0.0% of portfolio›$36.0K
Parkside Financial Bank & Trust812
0.0% of portfolio›$34.7K
Pinnacle Bancorp, Inc.793
0.0% of portfolio›$33.9K
Salomon & Ludwin, LLC731
0.0% of portfolio›$31.3K
Beacon Financial Strategies Corp712
0.0% of portfolio›$30.5K
Spire Wealth Management692
0.0% of portfolio›$29.6K
Nvest Wealth Strategies, Inc.554
0.0% of portfolio›$23.7K
Plante Moran Financial Advisors, LLC552
0.0% of portfolio›$23.6K
Creative Financial Designs Inc412
0.0% of portfolio›$17.6K
CoreCap Advisors, LLC378
0.0% of portfolio›$16.2K
Parallel Advisors, LLC376
0.0% of portfolio›$16.1K
Rossby Financial, LCC318
0.0% of portfolio›$13.6K
Nova Financial LLC250
0.0% of portfolio›$10.7K
Rachor Investment Advisory Services, LLC207
0.0% of portfolio›$8.8K
Ashton Thomas Private Wealth, LLC125
0.0% of portfolio›$5.3K
Quaker Wealth Management, LLC99
0.0% of portfolio›$4.2K
Farmers & Merchants Investments Inc91
0.0% of portfolio›$3.9K
Private Wealth Management Group, LLC70
0.0% of portfolio›$3.0K
Caldwell Trust Co41
0.0% of portfolio›$1.8K
Reyes Financial Architecture, Inc.36
0.0% of portfolio›$1.5K
Cassaday & Co Wealth Management LLC25
0.0% of portfolio›$1.1K
Allspring Global Investments Holdings, LLC18
0.0% of portfolio›$787
Cape Investment Advisory, Inc.13
0.0% of portfolio›$566
Silver Grove Financial Group, Inc.6
0.0% of portfolio›$275
Networth Advisors, LLC5
0.0% of portfolio›$216
Pinnacle Wealth Planning Services, Inc.1
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Truist Financial Corp
656,022$28.1M0.0%CoreLowCharlotte, NC2026-10-30
Assetmark, Inc
647,260$27.7M0.0%ETFLowConcord, CA2026-10-21
Park Avenue Securities LLC
535,718$22.9K0.0%ETFMediumNew York, NY2026-10-26
Wealthcare Advisory Partners LLC
520,101$22.2M0.4%ETFLowWest Chester, PA2026-10-21
Foster Group, Inc.
455,724$19.5M0.5%ETFVery LowUrbandale, IA2026-10-13
Revolve Wealth Partners, LLC
315,113$13.5M1.4%ETFVery LowHackensack, NJ2026-10-23
OpenArc Corporate Advisory, LLC
307,916$13.2M0.1%GrowthLowAtlanta, GA2026-10-21
TD Private Client Wealth LLC
291,820$12.5M0.2%ETFLowNew York, NY2026-10-28
Commonwealth Equity Services, LLC
257,158$11.0M0.0%ETFLowWaltham, MA2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
239,311$10.2M0.1%ETFLowMinneapolis, MN2026-10-14
Cambridge Investment Research Advisors, Inc.
201,335$8.6K0.0%ETFLowFairfield, IA2026-11-02
Vise Technologies, Inc.
182,888$7.8M0.1%IndexLowNew York, NY2026-10-29
Wealthcare Capital Management LLC
155,422$6.6M0.7%ETFVery LowRichmond, VA2026-10-21
JFS Wealth Advisors, LLC
151,080$6.5M0.3%ETFVery LowHermitage, PA2026-11-03
Avidian Wealth Enterprises, LLC
141,386$6.0M0.2%ETFLowHouston, TX2026-10-08
Crestwood Advisors Group, LLC
137,364$5.9M0.1%GrowthLowBoston, MA2026-10-27
Collective Family Office LLC
132,159$5.7M1.2%ETFLowYork, PA2026-10-05
Gamma Investing LLC
130,519$5.6M0.2%IndexVery LowFoster City, CA2026-10-08
Cullen T Bankers, Inc.
124,665$5.3M0.1%GrowthLowSan Antonio, TX2026-10-28
Wealth Enhancement Advisory Services, LLC
114,992$4.9M0.0%CoreLowPlymouth, MN2026-10-13
Mather Group, Llc.
110,239$4.7M0.0%ETFMediumChicago, IL2026-10-14
Archer Investment Management, LLC
104,861$4.5M1.4%ETFHighAustin, TX2026-10-13
Ascent Group, LLC
98,004$4.2M0.1%CoreLowVirginia Beach, VA2026-10-30
Ashton Thomas Securities, LLC
95,190$4.1M0.4%ETFMediumRochester, NY2026-10-26
Citigroup Inc
88,195$3.8M0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
82,488$3.5M0.0%IndexVery LowCincinnati, OH2026-11-05
BlueChip Wealth Advisors LLC
79,171$3.4M1.1%ETFMediumMilton, GA2026-11-03
Quadrant Private Wealth Management, LLC
74,914$3.2M0.4%GrowthLowCenter Valley, PA2026-11-04
Versant Capital Management, Inc
74,253$3.2M0.3%GARPLowPhoenix, AZ2026-10-02
Evensky & Katz LLC
67,850$2.9K0.0%ETFVery LowCoral Gables, FL2026-10-27
Breakwater Investment Management
67,225$2.9M1.0%ETFLowSeattle, WA2026-10-20
TruNorth Capital Management, LLC
62,222$2.7M0.4%ETFLowKalamazoo, MI2026-10-14
Integrated Capital Management, Inc.
61,083$2.6M1.9%ETFLowJessup, PA2026-10-09
Towercrest Capital Management
58,216$2.5M0.4%ETFVery LowNewtown, PA2026-10-23
Aquire Wealth Advisors, LLC
56,899$2.4M0.5%ETFVery LowSalt Lake City, UT2026-10-23
Foronjy Financial LLC
55,745$2.4M0.8%ETFLowLos Osos, CA2026-10-14
Johnson Financial Group, LLC
54,117$2.3M0.1%ETFLowDenver, CO2026-11-03
A4 Wealth Advisors LLC
52,334$2.2M1.5%ETFHighHuntersville, NC2026-10-20
ShoreHaven Wealth Partners, LLC
50,362$2.2M0.7%ETFMediumRed Bank, NJ2026-10-16
Advisor OS, LLC
48,499$2.1M0.1%ETFMediumChicago, IL2026-11-03
Cornerstone Wealth Management, LLC
48,237$2.1M0.1%ETFVery LowSt. Peters, MO2026-11-04
SAX Wealth Advisors, LLC
47,262$2.0M0.1%ETFVery LowParsippany, NJ2026-10-13
Steele Capital Management, Inc.
46,466$2.0M0.1%ETFVery LowDubuque, IA2026-11-02
Farther Finance Advisors, LLC
46,215$2.0M0.0%IndexLowSan Francisco, CA2026-10-08
Alliance Wealth Management Group
43,410$1.9M0.4%ETFLowFlemington, NJ2026-10-29
CFS Investment Advisory Services, LLC
42,892$1.8M0.1%ETFMediumTotowa, NJ2026-10-19
Advus Financial Partners, LLC
42,495$1.8M0.5%ETFLowWinter Park, FL2026-10-20
CX Institutional
40,568$1.7K0.0%CoreMediumAuburn, IN2026-10-02
Perigon Wealth Management, LLC
38,358$1.6M0.0%GrowthLowSan Francisco, CA2026-10-22
IFP Advisors, Inc
36,735$1.6M0.0%GrowthLowTampa, FL2026-10-16
SWS Partners
33,556$1.4M0.3%GrowthMediumColumbus, OH2026-10-26
SwitchPoint Financial Planning, LLC
33,164$1.4M0.8%ETFVery LowLehi, UT2026-11-02
McAdam, LLC
32,891$1.4M0.1%ETFLowPhiladelphia, PA2026-10-21
Eagle Strategies LLC
27,701$1.2M0.1%ETFLowNew York, NY2026-10-16
Signal Advisors Wealth, LLC
27,405$1.2M0.1%ETFLowDetroit, MI2026-10-13
Eagle Rock Investment Company, LLC
27,383$1.2M0.1%CoreLowAtlanta, GA2026-10-21
Midwest Financial Network, LLC
27,059$1.2M0.8%ETFHighTinley Park, IL2026-10-13
Concurrent Investment Advisors, LLC
26,810$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Retirement Wealth Solutions LLC
26,651$1.1M0.6%ETFLowMarshfield, WI2026-10-07
Cumberland Advisors Inc
26,355$1.1M0.4%ETFVery LowSarasota, FL2026-10-30
Choreo, LLC
25,687$1.1M0.0%IndexLowRockford, IL2026-10-28
Fiduciary Alliance LLC
25,223$1.1M0.1%CoreMediumGreenville, SC2026-10-13
Signature Estate & Investment Advisors LLC
24,834$1.1M0.0%ETFMediumLos Angeles, CA2026-10-13
Brucke Financial, Inc.
23,962$1.0M0.4%GrowthMediumIndianapolis, IN2026-10-23
Gradient Investments LLC
23,809$1.0M0.0%CoreMediumArden Hills, MN2026-10-08
1900 Wealth Management LLC
23,452$1.0M0.1%ETFLowSan Antonio, TX2026-10-13
Claro Advisors Inc.
23,031$985.0K0.1%CoreLowBoston, MA2026-11-02
Idaho Trust Co
22,877$978.4K0.3%ETFLowBoise, ID2026-11-04
Sanchez Gaunt Capital Management, LLC
21,521$920.5K0.5%ETFN/AReno, NV2026-11-03
Facet Wealth, Inc.
21,434$916.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Focus Wealth Advisors, LLC
20,949$896.0K0.4%ETFLowHouston, TX2026-10-14
Skyline Advisors, Inc.
19,108$817.2K0.3%ETFMediumBellingham, WA2026-11-03
Atria Investments, Inc
18,040$771.6K0.0%CoreMediumCharlotte, NC2026-10-15
Destiny Wealth Partners, LLC
17,770$781.9K0.1%ETFMediumTavares, FL2026-11-05
AdvisorNet Financial, Inc
17,033$732.2K0.0%ETFLowMinnetonka, MN2026-10-15
Zenith Solutions, Inc.
16,620$710.8K0.6%ETFN/APhiladelphia, PA2026-10-19
Linscomb Wealth, Inc.
16,397$701.3K0.0%ETFLowHouston, TX2026-11-05
Kestra Advisory Services, LLC
15,985$683.7K0.0%CoreLowAustin, TX2026-11-02
Uptick Partners, LLC
15,347$656.4K0.1%ETFLowNacogdoches, TX2026-11-04
Fairway Wealth LLC
15,111$646.3K0.1%ETFLowIndependence, OH2026-10-30
Aprio Wealth Management, LLC
15,070$644.6K0.0%ETFMediumAtlanta, GA2026-10-28
Independent Wealth Network Inc.
14,650$626.6K0.2%ETFMediumUrbandale, IA2026-10-19
Wealthcare Capital Partners, LLC
14,545$622.1K0.3%ETFLowWest Chester, PA2026-10-21
Private Trust Co NA
14,407$616.2K0.0%CoreLowCleveland, OH2026-10-20
Kingswood Wealth Advisors, LLC
13,471$576.2K0.0%GrowthLowSan Diego, CA2026-10-23
Avantax Planning Partners, Inc.
12,707$543.5K0.0%ETFLowDubuque, IA2026-11-03
StoneX Group Inc.
12,255$541.1K0.0%ETFMediumNew York, NY2026-11-03
Diversify Advisory Services, LLC
12,238$530.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
12,238$530.0K0.0%GrowthMediumSandy, UT2026-10-20
Creative Planning
12,214$522.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Cypress Financial Planning LLC
12,026$514.4K0.1%ETFLowHaddon Heights, NJ2026-10-09
US Bancorp \de\
11,366$486.1K0.0%IndexLowMinneapolis, MN2026-11-05
Founders Financial Securities LLC
11,340$485.0K0.0%ETFMediumTowson, MD2026-10-28
Dorval Corp
10,646$455.3K0.1%ETFLowMaple Grove, MN2026-10-29
Simplicity Wealth,LLC
9,997$427.6K0.0%ETFLowSummit, NJ2026-10-23
Colton Groome Financial Advisors, LLC
9,970$426.4K0.1%ETFLowAsheville, NC2026-10-06
Transcendent Capital Group LLC
9,880$422.6K0.2%ETFMediumEdmond, OK2026-10-28
Forvis Mazars Wealth Advisors, LLC
9,558$408.8K0.0%ETFVery LowSpringfield, MO2026-10-13
Florida Trust Wealth Management Co
9,196$393.3K0.0%CoreVery LowSanibel, FL2026-11-05
Tenet Wealth Partners, LLC
9,192$393.1K0.3%ETFN/AChampaign, IL2026-10-19
Balentine LLC
9,191$393.1K0.0%ETFLowAtlanta, GA2026-11-03
Friedenthal Financial
8,574$366.7K0.2%ETFHighMarlton, NJ2026-10-27
Juncture Wealth Strategies, LLC
8,419$360.1K0.1%ETFLowScottsdale, AZ2026-10-06
RFG Advisory, LLC
8,240$352.4K0.0%ETFMediumBirmingham, AL2026-11-03
Victory Financial Group, LLC
8,237$352.3K0.0%ETFLowAustin, TX2026-10-27
Walkner Condon Financial Advisors LLC
8,181$349.9K0.0%ETFLowVerona, WI2026-11-02
One Day In July LLC
8,174$349.6K0.0%ETFVery LowBurlington, VT2026-10-30
Omega Financial Group, LLC
8,046$344.1K0.1%ETFVery LowSanta Barbara, CA2026-10-29
Tanager Wealth Management LLP
8,022$343.1K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Sawgrass Asset Management LLC
7,876$336.9K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Apollon Financial, LLC
7,672$328.2K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Parkway Wealth Management Group, LLC
7,569$323.7K0.0%ETFHighPlano, TX2026-10-20
Compound Planning, Inc.
7,461$319.1K0.0%CoreLowNew York, NY2026-11-05
Sowell Financial Services LLC
7,229$309.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Stablepoint Partners, LLC
6,835$292.3K0.0%CoreLowBraintree, MA2026-11-03
EverSource Wealth Advisors, LLC
6,451$275.9K0.0%CoreMediumBirmingham, AL2026-11-04
SigFig Wealth Management, LLC
6,418$274.5K0.0%ETFLowSan Francisco, CA2026-10-07
Thrivent Financial for Lutherans
6,380$2730.0%GARPMediumMinneapolis, MN2026-11-05
Guided Capital Wealth Management, LLC
6,296$269.3K0.2%ETFMediumHouston, TX2026-10-21
Pacific Park Financial, Inc.
6,295$269.2K0.2%ETFMediumLagina Hills, CA2026-10-13
WBH Advisory Inc
6,294$269.2K0.0%ETFLowBaltimore, MD2026-11-05
Balefire, LLC
5,916$253.0K0.0%ETFMediumDallas, TX2026-10-09
Kestra Investment Management, LLC
5,852$250.3K0.0%ETFMediumAustin, TX2026-11-04
Beaumont Financial Advisors, LLC
5,846$250.0K0.0%GrowthMediumNeedham, MA2026-10-22
Braun-Bostich & Associates Inc.
5,835$249.6K0.1%ETFMediumCanonsburg, PA2026-10-20
Rare Wolf Capital LLC
5,801$248.1K0.1%CoreMediumBellevue, WA2026-10-20
Citizens National Bank Trust Department
5,500$235.2K0.0%CoreVery LowMeridian, MS2026-11-04
Elevation Point Wealth Partners, LLC
5,294$226.4K0.0%CoreHighDenver, CO2026-11-05
Investment Planning Advisors, Inc.
5,240$224.1K0.1%ETFMediumCumming, GA2026-10-14
International Assets Investment Management, LLC
5,051$216.7K0.0%CoreVery HighOrlando, FL2026-11-02
CRA Financial Services, LLC
5,021$214.7K0.0%ETFVery LowNorthfield, NJ2026-10-16
Inscription Capital, LLC
5,000$213.9K0.0%GARPMediumHouston, TX2026-11-02
Total Clarity Wealth Management, Inc.
4,935$211.1K0.0%ETFMediumSt. Charles, IL2026-10-26
Oppenheimer & Co Inc
4,811$205.8K0.0%CoreLowNew York, NY2026-10-26
Ridgeline Wealth, LLC
4,729$203.6K0.1%ETFVery LowMesa, AZ2026-10-14
Capital Advisors, Ltd. LLC
4,426$1890.0%ETFLowShaker Heights, OH2026-10-27
Blueline Advisors LLC
4,137$177.0K0.1%ETFLowExeter, NH2026-10-15
Root Financial Partners, LLC
2,592$110.9K0.0%ETFMediumEncinitas, CA2026-10-21
Richardson Financial Services Inc.
2,245$96.0K0.1%GrowthMediumMedway, MA2026-10-30
1620 Investment Advisors, Inc.
2,049$87.6K0.1%ValueLowPlymouth, MA2026-11-04
Lanark Financial, Inc.
1,500$64.2K0.0%CoreMediumBirmingham, AL2026-10-26
Blue Trust, Inc.
1,497$64.0K0.0%ETFLowBrentwood, TN2026-10-15
Hurley Capital, LLC
1,168$50.0K0.0%GARPMediumNew York, NY2026-11-05
Laurel Wealth Advisors LLC
1,000$42.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Signature Equity Partners, LLC
850$36.3K0.0%GrowthMediumColumbus, OH2026-10-29
Capital Investment Advisory Services, LLC
846$36.0K0.0%CoreMediumRaleigh, NC2026-10-30
Parkside Financial Bank & Trust
812$34.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pinnacle Bancorp, Inc.
793$33.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Salomon & Ludwin, LLC
731$31.3K0.0%ETFVery LowRichmond, VA2026-10-29
Beacon Financial Strategies Corp
712$30.5K0.0%ETFVery LowRaleigh, NC2026-10-14
Spire Wealth Management
692$29.6K0.0%GrowthMediumMclean, VA2026-10-30
Nvest Wealth Strategies, Inc.
554$23.7K0.0%ETFVery LowPowell, OH2026-10-14
Plante Moran Financial Advisors, LLC
552$23.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Creative Financial Designs Inc
412$17.6K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
378$16.2K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
376$16.1K0.0%IndexLowSan Francisco, CA2026-11-03
Rossby Financial, LCC
318$13.6K0.0%ETFMediumMelbourne, FL2026-11-05
Nova Financial LLC
250$10.7K0.0%N/AN/ATucson, AZ2026-11-04
Rachor Investment Advisory Services, LLC
207$8.8K0.0%ETFVery LowLinden, MI2026-10-29
Ashton Thomas Private Wealth, LLC
125$5.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Quaker Wealth Management, LLC
99$4.2K0.0%ETFMediumMoorestown, NJ2026-10-22
Farmers & Merchants Investments Inc
91$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
Private Wealth Management Group, LLC
70$3.0K0.0%ETFLowPrinceton, NJ2026-10-19
Caldwell Trust Co
41$1.8K0.0%GrowthLowVenice, FL2026-10-30
Reyes Financial Architecture, Inc.
36$1.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Cassaday & Co Wealth Management LLC
25$1.1K0.0%ETFVery LowMclean, VA2026-10-27
Allspring Global Investments Holdings, LLC
18$7870.0%CoreMediumCharlotte, NC2026-11-04
Cape Investment Advisory, Inc.
13$5660.0%ETFLowMcdonough, GA2026-10-13
Silver Grove Financial Group, Inc.
6$2750.0%CoreMediumOrchard Park, NY2026-11-05
Networth Advisors, LLC
5$2160.0%ETFMediumCanonsburg, PA2026-11-03
Pinnacle Wealth Planning Services, Inc.
1$430.0%GARPLowMansfield, OH2026-10-27