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SS Spdr N ICE ST Muni ETF (SHM)

CUSIP: 78468R739 | NYSE | 1321 institutional holders

Quarters

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

Cliftonlarsonallen Wealth Advisors, LLC826,147
0.5% of portfolio›$38.5M
Commonwealth Equity Services, LLC642,141
0.0% of portfolio›$30.0M
Wealthcare Advisory Partners LLC554,718
0.4% of portfolio›$25.9M
Gerber Kawasaki Wealth & Investment Management540,742
0.6% of portfolio›$25.2M
Truist Financial Corp265,986
0.0% of portfolio›$12.4M
Wealth Enhancement Advisory Services, LLC225,739
0.0% of portfolio›$10.5M
Symmetry Partners, LLC209,903
0.5% of portfolio›$9.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management194,270
0.1% of portfolio›$9.1M
TD Private Client Wealth LLC192,302
0.2% of portfolio›$9.0M
Gamma Investing LLC179,586
0.3% of portfolio›$8.4M
Prime Capital Investment Advisors, LLC175,637
0.1% of portfolio›$8.2M
Concurrent Investment Advisors, LLC135,367
0.0% of portfolio›$6.3M
Farther Finance Advisors, LLC127,268
0.0% of portfolio›$5.9M
Foster Group, Inc.117,759
0.1% of portfolio›$5.5M
CX Institutional105,666
0.1% of portfolio›$4.9K
Cullen T Bankers, Inc.104,966
0.0% of portfolio›$4.9M
AUA Capital Management, LLC100,099
2.2% of portfolio›$4.7M
Ackerman Capital Advisors, LLC98,760
0.9% of portfolio›$4.6M
Chatham Capital Group, Inc.98,575
0.6% of portfolio›$4.6M
Apella Capital, LLC95,637
0.1% of portfolio›$4.5M
James Investment Research, Inc.87,066
0.4% of portfolio›$4.1M
Perigon Wealth Management, LLC85,592
0.1% of portfolio›$4.0M
RW Investment Management LLC74,872
0.3% of portfolio›$3.5M
Assetmark, Inc73,937
0.0% of portfolio›$3.4M
Royal Harbor Partners, LLC70,632
1.0% of portfolio›$3.3M
Kestra Advisory Services, LLC69,941
0.0% of portfolio›$3.3M
Paulson Wealth Management Inc.68,212
0.7% of portfolio›$3.2M
Sage Mountain Advisors LLC67,670
0.2% of portfolio›$3.2M
Crestwood Advisors Group, LLC62,983
0.0% of portfolio›$2.9M
TruNorth Capital Management, LLC62,741
0.5% of portfolio›$2.9M
Ascent Group, LLC62,717
0.1% of portfolio›$2.9M
McAdam, LLC58,712
0.1% of portfolio›$2.7M
Eagle Global Advisors LLC56,583
0.1% of portfolio›$2.6M
Parkside Financial Bank & Trust55,852
0.2% of portfolio›$2.6M
Elmwood Wealth Management, Inc.54,422
0.6% of portfolio›$2.5M
Altfest L J & Co Inc54,065
0.3% of portfolio›$2.5M
Old National Bancorp53,220
0.0% of portfolio›$2.5M
Leisure Capital Management51,656
0.8% of portfolio›$2.4M
Creative Planning51,508
0.0% of portfolio›$2.4M
Charles Schwab Trust Co50,288
0.1% of portfolio›$2.3M
Premier Path Wealth Partners, LLC50,037
0.3% of portfolio›$2.3M
Dynamic Advisor Solutions LLC47,951
0.1% of portfolio›$2.2M
LJI Wealth Management, LLC47,221
0.3% of portfolio›$2.2M
Park Avenue Securities LLC45,065
0.0% of portfolio›$2.1K
Boston Standard Wealth Management, LLC43,420
0.3% of portfolio›$2.0M
Modera Wealth Management, LLC42,859
0.0% of portfolio›$2.0M
Davidson Investment Advisors40,489
0.1% of portfolio›$1.9M
Equita Financial Network, Inc.40,458
0.5% of portfolio›$1.9M
Brandywine OAK Private Wealth LLC39,586
0.1% of portfolio›$1.8M
Hunter Associates Investment Management LLC38,299
0.0% of portfolio›$1.8K
Wealthcare Capital Management LLC37,822
0.2% of portfolio›$1.8M
SteelPeak Wealth, LLC34,656
0.0% of portfolio›$1.6M
Grey Fox Wealth Advisors, LLC33,791
0.2% of portfolio›$1.6M
Blueprint Investment Partners LLC33,695
0.1% of portfolio›$1.6M
Blueprint Financial Advisors LLC33,695
0.2% of portfolio›$1.6M
FC Advisory LLC32,645
0.4% of portfolio›$1.5M
Traveka Wealth, LLC31,477
0.5% of portfolio›$1.5M
McNaughton Wealth Management, LLC31,323
0.5% of portfolio›$1.5M
Kestra Private Wealth Services, LLC31,023
0.0% of portfolio›$1.4M
Citigroup Inc31,009
0.0% of portfolio›$1.4M
Westside Investment Management, Inc.30,822
0.2% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.30,658
0.0% of portfolio›$1.4K
Versant Capital Management, Inc29,855
0.1% of portfolio›$1.4M
Detalus Advisors, LLC29,806
0.3% of portfolio›$1.4M
Hurlow Wealth Management Group, Inc.29,773
0.3% of portfolio›$1.4M
Opal Wealth Advisors, LLC29,000
0.3% of portfolio›$1.4M
Juncture Wealth Strategies, LLC28,870
0.3% of portfolio›$1.3M
Capital Advisors Wealth Management, LLC28,849
0.2% of portfolio›$1.3M
Voisard Asset Management Group, Inc.28,545
0.2% of portfolio›$1.3M
Wealth Forward, LLC27,825
0.6% of portfolio›$1.3M
Wealth Enhancement Trust Services, Inc.26,836
0.1% of portfolio›$1.3M
Eagle Strategies LLC26,370
0.1% of portfolio›$1.2M
Aviance Capital Partners, LLC26,034
0.1% of portfolio›$1.2M
Cypress Financial Planning LLC25,604
0.3% of portfolio›$1.2M
Aquire Wealth Advisors, LLC24,087
0.3% of portfolio›$1.1M
Veratis Advisors, Inc.23,373
0.8% of portfolio›$1.1M
Apollon Wealth Management, LLC21,990
0.0% of portfolio›$1.0M
Prairiewood Capital, LLC21,982
0.3% of portfolio›$1.0M
Ashton Thomas Private Wealth, LLC21,868
0.0% of portfolio›$1.0M
Rare Wolf Capital LLC21,058
0.6% of portfolio›$982.4K
Foronjy Financial LLC20,496
0.3% of portfolio›$956.2K
Simon Quick Advisors, LLC20,354
0.0% of portfolio›$949.5K
StoneX Group Inc.20,198
0.0% of portfolio›$956.6K
Rosenberg Matthew Hamilton20,035
0.2% of portfolio›$934.6K
Omega Financial Group, LLC19,627
0.3% of portfolio›$915.6K
Prosperity Planning, Inc.19,615
0.2% of portfolio›$915.0K
Confluence Investment Management LLC19,437
0.0% of portfolio›$906.7K
Brown Wealth Management, LLC18,763
0.2% of portfolio›$875.3K
Johnson Financial Group, LLC18,613
0.0% of portfolio›$868.3K
Choreo, LLC17,540
0.0% of portfolio›$818.2K
Avantax Planning Partners, Inc.17,454
0.0% of portfolio›$814.2K
Heritage Wealth Management, Inc.17,399
0.3% of portfolio›$811.7K
Friedenthal Financial17,163
0.3% of portfolio›$800.7K
BCS Wealth Management16,692
0.1% of portfolio›$778.7K
Canvas Wealth Advisors, LLC16,436
0.1% of portfolio›$779.7K
L.K. Benson & Company, P.C.16,209
0.2% of portfolio›$756.2K
Vise Technologies, Inc.16,052
0.0% of portfolio›$748.8K
Verus Financial Partners, Inc.16,047
0.1% of portfolio›$748.6K
Mesirow Financial Investment Management, Inc.15,912
0.0% of portfolio›$742.3K
Thrivent Financial for Lutherans15,626
0.0% of portfolio›$730
QP Wealth Management, LLC15,484
1.1% of portfolio›$722.3K
Wakefield Asset Management Lllp15,115
0.2% of portfolio›$705.1K
Legacy Solutions, LLC14,991
0.5% of portfolio›$699.3K
Mather Group, Llc.14,830
0.0% of portfolio›$691.8K
Parcion Private Wealth LLC14,019
0.0% of portfolio›$654.0K
RMR Wealth Builders13,267
0.0% of portfolio›$618.9K
Peak Wealth Management LLC13,228
0.4% of portfolio›$622.1K
Advisor OS, LLC13,045
0.0% of portfolio›$608.5K
First Affirmative Financial Network12,942
0.1% of portfolio›$603.8K
Atlantic Edge Private Wealth Management, LLC12,621
0.1% of portfolio›$588.8K
Kwmg, LLC12,613
0.0% of portfolio›$588.4K
Anson Capital, Inc.12,588
0.4% of portfolio›$587.2K
Valeo Financial Advisors, LLC11,825
0.0% of portfolio›$551.6K
Moneywise, Inc.11,625
0.5% of portfolio›$542.3K
Blue Trust, Inc.11,341
0.0% of portfolio›$529.1K
OpenArc Corporate Advisory, LLC11,151
0.0% of portfolio›$520.2K
Wealth Management Resources, Inc.10,668
0.2% of portfolio›$497.6K
Orba Wealth Advisors, L.L.C.10,477
0.4% of portfolio›$488.8K
Transcendent Capital Group LLC10,453
0.2% of portfolio›$487.7K
Altus Wealth Management, LLC10,379
0.2% of portfolio›$484.2K
Avant Financial Advisors LLC10,256
0.3% of portfolio›$478.4K
APS Management Group, Inc.10,014
0.3% of portfolio›$467.1K
Rockland Trust Co9,875
0.0% of portfolio›$460.7K
Boston Trust Walden Corp9,766
0.0% of portfolio›$455.6K
MY Wealth Management Inc.9,743
0.3% of portfolio›$454.5K
Penobscot Wealth Management9,677
0.1% of portfolio›$451.4K
D.A. Davidson & Co.9,613
0.0% of portfolio›$448.4K
Capital Advisors, Ltd. LLC9,097
0.0% of portfolio›$424
Riversedge Advisors, LLC8,871
0.1% of portfolio›$413.9K
Wedbush Securities Inc8,813
0.0% of portfolio›$411
Evensky & Katz LLC8,785
0.0% of portfolio›$410
Northwest Wealth Management, LLC8,744
0.1% of portfolio›$407.9K
Phillip James Consulting Co.8,614
0.3% of portfolio›$401.8K
IFG Advisors, LLC8,412
0.1% of portfolio›$392.4K
Sagespring Wealth Partners, LLC8,342
0.0% of portfolio›$389.2K
Strategic Blueprint, LLC8,146
0.0% of portfolio›$380.0K
Wealthcare Capital Partners, LLC8,135
0.2% of portfolio›$379.5K
XML Financial, LLC7,840
0.0% of portfolio›$365.7K
1834 Investment Advisors Co7,776
0.0% of portfolio›$362.8K
Burk Holdings LLC7,743
0.1% of portfolio›$361.2K
Tritonpoint Wealth, LLC7,564
0.0% of portfolio›$352.9K
SigFig Wealth Management, LLC7,552
0.0% of portfolio›$352.3K
KFA Private Wealth Group, LLC7,426
0.1% of portfolio›$346.4K
Cap Partners, LLC7,363
0.2% of portfolio›$343.5K
RFG Advisory, LLC7,178
0.0% of portfolio›$334.8K
L. Roy Papp & Associates, LLP7,080
0.0% of portfolio›$330.3K
Global Wealth Management Investment Advisory, Inc.7,051
0.0% of portfolio›$328.9K
JFS Wealth Advisors, LLC6,896
0.0% of portfolio›$321.7K
Parallel Advisors, LLC6,883
0.0% of portfolio›$321.1K
Next Level Private LLC6,619
0.1% of portfolio›$308.8K
First Horizon Corp6,592
0.0% of portfolio›$307.5K
Krane Financial Solutions LLC6,562
0.2% of portfolio›$306.1K
Keybank National Association6,519
0.0% of portfolio›$304.1K
New Perspectives, Inc6,491
0.1% of portfolio›$302.8K
Independent Financial Group, LLC6,434
0.0% of portfolio›$300.1K
Fulton Bank, N.A.6,151
0.0% of portfolio›$286.9K
IFP Advisors, Inc5,968
0.0% of portfolio›$278.4K
Private Trust Co NA5,944
0.0% of portfolio›$277.3K
Oppenheimer & Co Inc5,831
0.0% of portfolio›$272.0K
Axxcess Wealth Management, LLC5,799
0.0% of portfolio›$270.5K
Fullerton Advisors, LLC5,584
0.2% of portfolio›$260.5K
HUB Investment Partners, LLC5,551
0.0% of portfolio›$259.0K
Pacific Park Financial, Inc.5,510
0.2% of portfolio›$257.0K
WBH Advisory Inc5,386
0.0% of portfolio›$251.3K
VestGen Advisors, LLC5,361
0.0% of portfolio›$250.1K
Tennessee Valley Asset Management Partners5,279
0.0% of portfolio›$246.2K
Pinnacle Bancorp, Inc.5,078
0.1% of portfolio›$236.9K
Net Worth Advisory Group4,930
0.1% of portfolio›$230.5K
Bailard, Inc.4,863
0.0% of portfolio›$226.9K
CWA Asset Management Group, LLC4,832
0.0% of portfolio›$225.4K
Globalt Investments LLC / GA4,685
0.0% of portfolio›$218.6K
Mullooly Asset Management, Inc.4,559
0.1% of portfolio›$212.7K
Spire Wealth Management3,261
0.0% of portfolio›$152.1K
Balance Wealth Partners LLC3,056
0.0% of portfolio›$142.6K
MassMutual Private Wealth & Trust, FSB2,851
0.0% of portfolio›$133.0K
Rossmore Private Capital2,195
0.0% of portfolio›$102.4K
Bfsg, LLC1,560
0.0% of portfolio›$72.8K
Latitude Advisors, LLC1,506
0.0% of portfolio›$70.3K
Blume Capital Management, Inc.1,348
0.0% of portfolio›$62.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,225
0.0% of portfolio›$57.1K
UMB Private Wealth Management, LLC1,217
0.1% of portfolio›$56.8K
SJS Investment Consulting Inc.1,205
0.0% of portfolio›$56.2K
William Mack & Associates, Inc.1,160
0.0% of portfolio›$54.1K
Golden State Wealth Management, LLC1,074
0.0% of portfolio›$50.1K
Hilltop National Bank975
0.0% of portfolio›$45.5K
First United Bank & Trust775
0.0% of portfolio›$36.2K
Richardson Financial Services Inc.688
0.0% of portfolio›$32.1K
Rossby Financial, LCC685
0.0% of portfolio›$32.0K
Eukles Asset Management673
0.0% of portfolio›$31.4K
Balentine LLC565
0.0% of portfolio›$26.4K
Independence Bank of Kentucky545
0.0% of portfolio›$25.4K
Lanark Financial, Inc.490
0.0% of portfolio›$22.9K
Silver Grove Financial Group, Inc.481
0.0% of portfolio›$22.4K
Barrett & Company, Inc.476
0.0% of portfolio›$22.2K
North Star Investment Management Corp.457
0.0% of portfolio›$21.3K
Private Wealth Management Group, LLC452
0.0% of portfolio›$21.1K
Capital Investment Advisory Services, LLC398
0.0% of portfolio›$18.5K
Valley Wealth Managers, Inc.373
0.0% of portfolio›$17.4K
Main Street Group, LTD328
0.0% of portfolio›$15.3K
CoreCap Advisors, LLC315
0.0% of portfolio›$14.7K
WPG Advisers, LLC262
0.0% of portfolio›$12.2K
Signature Equity Partners, LLC248
0.0% of portfolio›$11.6K
Pillar Financial Advisors, LLC166
0.0% of portfolio›$7.7K
EverSource Wealth Advisors, LLC164
0.0% of portfolio›$7.7K
Morton Brown Family Wealth, LLC163
0.0% of portfolio›$7.6K
Bangor Savings Bank134
0.0% of portfolio›$6.3K
Signaturefd, LLC96
0.0% of portfolio›$4.5K
Nvest Wealth Strategies, Inc.80
0.0% of portfolio›$3.7K
Eastern Bank77
0.0% of portfolio›$3.6K
High Note Wealth, LLC72
0.0% of portfolio›$3.4K
Larson Financial Group LLC47
0.0% of portfolio›$2.2K
Gables Capital Management Inc.6
0.0% of portfolio›$280
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$234
StyleTurnoverLocationFiled
Cliftonlarsonallen Wealth Advisors, LLC
826,147$38.5M0.5%ETFLowMinneapolis, MN2026-10-14
Commonwealth Equity Services, LLC
642,141$30.0M0.0%ETFLowWaltham, MA2026-11-02
Wealthcare Advisory Partners LLC
554,718$25.9M0.4%ETFLowWest Chester, PA2026-10-21
Gerber Kawasaki Wealth & Investment Management
540,742$25.2M0.6%ETFLowSanta Monica, CA2026-10-29
Truist Financial Corp
265,986$12.4M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
225,739$10.5M0.0%CoreLowPlymouth, MN2026-10-13
Symmetry Partners, LLC
209,903$9.8M0.5%ETFLowGlastonbury, CT2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
194,270$9.1M0.1%GrowthVery LowSeattle, WA2026-10-27
TD Private Client Wealth LLC
192,302$9.0M0.2%ETFLowNew York, NY2026-10-28
Gamma Investing LLC
179,586$8.4M0.3%IndexVery LowFoster City, CA2026-10-08
Prime Capital Investment Advisors, LLC
175,637$8.2M0.1%ETFLowOverland Park, KS2026-10-20
Concurrent Investment Advisors, LLC
135,367$6.3M0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
127,268$5.9M0.0%IndexLowSan Francisco, CA2026-10-08
Foster Group, Inc.
117,759$5.5M0.1%ETFVery LowUrbandale, IA2026-10-13
CX Institutional
105,666$4.9K0.1%CoreMediumAuburn, IN2026-10-02
Cullen T Bankers, Inc.
104,966$4.9M0.0%GrowthLowSan Antonio, TX2026-10-28
AUA Capital Management, LLC
100,099$4.7M2.2%ETFVery LowMechanicsburg, PA2026-10-15
Ackerman Capital Advisors, LLC
98,760$4.6M0.9%ETFLowDallas, TX2026-10-30
Chatham Capital Group, Inc.
98,575$4.6M0.6%CoreLowSavannah, GA2026-10-16
Apella Capital, LLC
95,637$4.5M0.1%ETFVery LowWest Hartford, CT2026-10-08
James Investment Research, Inc.
87,066$4.1M0.4%CoreLowAlpha, OH2026-10-22
Perigon Wealth Management, LLC
85,592$4.0M0.1%GrowthLowSan Francisco, CA2026-10-22
RW Investment Management LLC
74,872$3.5M0.3%ETFLowEagle, ID2026-11-03
Assetmark, Inc
73,937$3.4M0.0%ETFLowConcord, CA2026-10-21
Royal Harbor Partners, LLC
70,632$3.3M1.0%ETFMediumHouston, TX2026-10-29
Kestra Advisory Services, LLC
69,941$3.3M0.0%CoreLowAustin, TX2026-11-02
Paulson Wealth Management Inc.
68,212$3.2M0.7%ETFLowWest Palm Beach, FL2026-11-02
Sage Mountain Advisors LLC
67,670$3.2M0.2%ETFLowAtlanta, GA2026-11-02
Crestwood Advisors Group, LLC
62,983$2.9M0.0%GrowthLowBoston, MA2026-10-27
TruNorth Capital Management, LLC
62,741$2.9M0.5%ETFLowKalamazoo, MI2026-10-14
Ascent Group, LLC
62,717$2.9M0.1%CoreLowVirginia Beach, VA2026-10-30
McAdam, LLC
58,712$2.7M0.1%ETFLowPhiladelphia, PA2026-10-21
Eagle Global Advisors LLC
56,583$2.6M0.1%CoreLowHouston, TX2026-11-02
Parkside Financial Bank & Trust
55,852$2.6M0.2%CoreVery LowSaint Louis, MO2026-10-27
Elmwood Wealth Management, Inc.
54,422$2.5M0.6%ETFLowBerkeley, CA2026-10-14
Altfest L J & Co Inc
54,065$2.5M0.3%ETFHighNew York, NY2026-10-27
Old National Bancorp
53,220$2.5M0.0%CoreLowEvansville, IN2026-10-20
Leisure Capital Management
51,656$2.4M0.8%CoreLowCosta Mesa, CA2026-11-03
Creative Planning
51,508$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Charles Schwab Trust Co
50,288$2.3M0.1%ETFLowHenderson, NV2026-10-15
Premier Path Wealth Partners, LLC
50,037$2.3M0.3%GrowthMediumMadison, NJ2026-10-16
Dynamic Advisor Solutions LLC
47,951$2.2M0.1%ETFLowPhoenix, AZ2026-10-13
LJI Wealth Management, LLC
47,221$2.2M0.3%ETFLowIndianapolis, IN2026-10-28
Park Avenue Securities LLC
45,065$2.1K0.0%ETFMediumNew York, NY2026-10-26
Boston Standard Wealth Management, LLC
43,420$2.0M0.3%ETFLowWinchester, MA2026-10-07
Modera Wealth Management, LLC
42,859$2.0M0.0%ETFVery LowWestwood, NJ2026-10-28
Davidson Investment Advisors
40,489$1.9M0.1%CoreLowGreat Falls, MT2026-10-20
Equita Financial Network, Inc.
40,458$1.9M0.5%ETFLowFort Washington, PA2026-10-19
Brandywine OAK Private Wealth LLC
39,586$1.8M0.1%ETFVery LowKennett Square, PA2026-10-23
Hunter Associates Investment Management LLC
38,299$1.8K0.0%CoreLowPittsburgh, PA2026-10-26
Wealthcare Capital Management LLC
37,822$1.8M0.2%ETFVery LowRichmond, VA2026-10-21
SteelPeak Wealth, LLC
34,656$1.6M0.0%GrowthHighWoodland Hills, CA2026-10-16
Grey Fox Wealth Advisors, LLC
33,791$1.6M0.2%ETFLowRockland, DE2026-11-03
Blueprint Investment Partners LLC
33,695$1.6M0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
33,695$1.6M0.2%GARPMediumGreensboto, NC2026-10-28
FC Advisory LLC
32,645$1.5M0.4%ETFVery LowWest Chester, PA2026-10-05
Traveka Wealth, LLC
31,477$1.5M0.5%ETFLowLos Altos, CA2026-10-19
McNaughton Wealth Management, LLC
31,323$1.5M0.5%ETFLowSan Diego, CA2026-10-09
Kestra Private Wealth Services, LLC
31,023$1.4M0.0%GrowthLowAustin, TX2026-10-30
Citigroup Inc
31,009$1.4M0.0%CoreMediumNew York, NY2026-11-04
Westside Investment Management, Inc.
30,822$1.4M0.2%GrowthLowSanta Monica, CA2026-11-02
Cambridge Investment Research Advisors, Inc.
30,658$1.4K0.0%ETFLowFairfield, IA2026-11-02
Versant Capital Management, Inc
29,855$1.4M0.1%GARPLowPhoenix, AZ2026-10-02
Detalus Advisors, LLC
29,806$1.4M0.3%ETFLowSt. Louis, MO2026-10-15
Hurlow Wealth Management Group, Inc.
29,773$1.4M0.3%ETFVery LowBloomington, IN2026-10-29
Opal Wealth Advisors, LLC
29,000$1.4M0.3%ETFLowJericho, NY2026-10-16
Juncture Wealth Strategies, LLC
28,870$1.3M0.3%ETFLowScottsdale, AZ2026-10-06
Capital Advisors Wealth Management, LLC
28,849$1.3M0.2%ETFLowYakima, WA2026-10-09
Voisard Asset Management Group, Inc.
28,545$1.3M0.2%ETFLowGrand Rapids, MI2026-10-13
Wealth Forward, LLC
27,825$1.3M0.6%ETFMediumFargo, ND2026-10-14
Wealth Enhancement Trust Services, Inc.
26,836$1.3M0.1%GrowthMediumSioux Falls, SD2026-10-07
Eagle Strategies LLC
26,370$1.2M0.1%ETFLowNew York, NY2026-10-16
Aviance Capital Partners, LLC
26,034$1.2M0.1%CoreLowNaples, FL2026-10-29
Cypress Financial Planning LLC
25,604$1.2M0.3%ETFLowHaddon Heights, NJ2026-10-09
Aquire Wealth Advisors, LLC
24,087$1.1M0.3%ETFVery LowSalt Lake City, UT2026-10-23
Veratis Advisors, Inc.
23,373$1.1M0.8%ETFN/ACary, NC2026-11-03
Apollon Wealth Management, LLC
21,990$1.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Prairiewood Capital, LLC
21,982$1.0M0.3%ETFVery LowFargo, ND2026-10-16
Ashton Thomas Private Wealth, LLC
21,868$1.0M0.0%CoreMediumScottsdale, AZ2026-11-03
Rare Wolf Capital LLC
21,058$982.4K0.6%CoreMediumBellevue, WA2026-10-20
Foronjy Financial LLC
20,496$956.2K0.3%ETFLowLos Osos, CA2026-10-14
Simon Quick Advisors, LLC
20,354$949.5K0.0%ETFLowMorristown, NJ2026-10-26
StoneX Group Inc.
20,198$956.6K0.0%ETFMediumNew York, NY2026-11-03
Rosenberg Matthew Hamilton
20,035$934.6K0.2%ETFVery LowGrand Junction, CO2026-10-05
Omega Financial Group, LLC
19,627$915.6K0.3%ETFVery LowSanta Barbara, CA2026-10-29
Prosperity Planning, Inc.
19,615$915.0K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Confluence Investment Management LLC
19,437$906.7K0.0%ValueMediumSt. Louis, MO2026-10-01
Brown Wealth Management, LLC
18,763$875.3K0.2%ETFMediumNaperville, IL2026-10-20
Johnson Financial Group, LLC
18,613$868.3K0.0%ETFLowDenver, CO2026-11-03
Choreo, LLC
17,540$818.2K0.0%IndexLowRockford, IL2026-10-28
Avantax Planning Partners, Inc.
17,454$814.2K0.0%ETFLowDubuque, IA2026-11-03
Heritage Wealth Management, Inc.
17,399$811.7K0.3%ETFLowSan Diego, CA2026-10-27
Friedenthal Financial
17,163$800.7K0.3%ETFHighMarlton, NJ2026-10-27
BCS Wealth Management
16,692$778.7K0.1%ETFVery LowJohnson City, TN2026-11-03
Canvas Wealth Advisors, LLC
16,436$779.7K0.1%GrowthLowShawnee, KS2026-11-02
L.K. Benson & Company, P.C.
16,209$756.2K0.2%YieldVery LowTimonium, MD2026-10-23
Vise Technologies, Inc.
16,052$748.8K0.0%IndexLowNew York, NY2026-10-29
Verus Financial Partners, Inc.
16,047$748.6K0.1%ETFVery LowRichmond, VA2026-10-29
Mesirow Financial Investment Management, Inc.
15,912$742.3K0.0%CoreLowChicago, IL2026-11-05
Thrivent Financial for Lutherans
15,626$7300.0%GARPMediumMinneapolis, MN2026-11-05
QP Wealth Management, LLC
15,484$722.3K1.1%GrowthHighBoca Raton, FL2026-10-20
Wakefield Asset Management Lllp
15,115$705.1K0.2%ValueMediumEnglewood, CO2026-11-05
Legacy Solutions, LLC
14,991$699.3K0.5%ETFLowKennett Square, PA2026-10-07
Mather Group, Llc.
14,830$691.8K0.0%ETFMediumChicago, IL2026-10-14
Parcion Private Wealth LLC
14,019$654.0K0.0%CoreMediumBellevue, WA2026-10-28
RMR Wealth Builders
13,267$618.9K0.0%ETFLowMontclair, NJ2026-10-22
Peak Wealth Management LLC
13,228$622.1K0.4%ETFMediumNashua, NH2026-10-26
Advisor OS, LLC
13,045$608.5K0.0%ETFMediumChicago, IL2026-11-03
First Affirmative Financial Network
12,942$603.8K0.1%CoreN/AColorado Springs, CO2026-10-21
Atlantic Edge Private Wealth Management, LLC
12,621$588.8K0.1%CoreLowJacksonville, FL2026-10-20
Kwmg, LLC
12,613$588.4K0.0%ETFVery LowOverland Park, KS2026-10-07
Anson Capital, Inc.
12,588$587.2K0.4%ETFLowTyrone, GA2026-10-23
Valeo Financial Advisors, LLC
11,825$551.6K0.0%ETFLowCarmel, IN2026-10-08
Moneywise, Inc.
11,625$542.3K0.5%ETFMediumForest, VA2026-10-30
Blue Trust, Inc.
11,341$529.1K0.0%ETFLowBrentwood, TN2026-10-15
OpenArc Corporate Advisory, LLC
11,151$520.2K0.0%GrowthLowAtlanta, GA2026-10-21
Wealth Management Resources, Inc.
10,668$497.6K0.2%ETFVery LowSmithfield, RI2026-10-21
Orba Wealth Advisors, L.L.C.
10,477$488.8K0.4%ETFMediumChicago, IL2026-10-23
Transcendent Capital Group LLC
10,453$487.7K0.2%ETFMediumEdmond, OK2026-10-28
Altus Wealth Management, LLC
10,379$484.2K0.2%ETFVery LowFt Mitchell, KY2026-10-13
Avant Financial Advisors LLC
10,256$478.4K0.3%ETFVery LowAustin, TX2026-11-02
APS Management Group, Inc.
10,014$467.1K0.3%ETFMediumTorrance, CA2026-10-14
Rockland Trust Co
9,875$460.7K0.0%CoreLowHanover, MA2026-10-05
Boston Trust Walden Corp
9,766$455.6K0.0%CoreLowBoston, MA2026-10-30
MY Wealth Management Inc.
9,743$454.5K0.3%ETFVery HighGermantown, MD2026-10-21
Penobscot Wealth Management
9,677$451.4K0.1%ETFVery LowPortland, ME2026-10-21
D.A. Davidson & Co.
9,613$448.4K0.0%CoreLowGreat Falls, MT2026-10-28
Capital Advisors, Ltd. LLC
9,097$4240.0%ETFLowShaker Heights, OH2026-10-27
Riversedge Advisors, LLC
8,871$413.9K0.1%ETFMediumWilmington, DE2026-10-09
Wedbush Securities Inc
8,813$4110.0%CoreLowPasadena, CA2026-10-22
Evensky & Katz LLC
8,785$4100.0%ETFVery LowCoral Gables, FL2026-10-27
Northwest Wealth Management, LLC
8,744$407.9K0.1%ETFLowSpencer, IA2026-10-30
Phillip James Consulting Co.
8,614$401.8K0.3%ETFVery HighPlymouth, MN2026-11-03
IFG Advisors, LLC
8,412$392.4K0.1%ETFVery LowSt. Louis, MO2026-10-15
Sagespring Wealth Partners, LLC
8,342$389.2K0.0%ETFLowFranklin, TN2026-10-22
Strategic Blueprint, LLC
8,146$380.0K0.0%ETFLowAtlanta, GA2026-10-22
Wealthcare Capital Partners, LLC
8,135$379.5K0.2%ETFLowWest Chester, PA2026-10-21
XML Financial, LLC
7,840$365.7K0.0%ETFLowBethesda, MD2026-10-29
1834 Investment Advisors Co
7,776$362.8K0.0%ValueLowMilwaukee, WI2026-10-16
Burk Holdings LLC
7,743$361.2K0.1%ETFVery LowTulsa, OK2026-11-05
Tritonpoint Wealth, LLC
7,564$352.9K0.0%CoreLowChevy Chase, MD2026-10-19
SigFig Wealth Management, LLC
7,552$352.3K0.0%ETFLowSan Francisco, CA2026-10-07
KFA Private Wealth Group, LLC
7,426$346.4K0.1%ETFLowTysons, VA2026-10-07
Cap Partners, LLC
7,363$343.5K0.2%ETFLowFranklin, TN2026-10-19
RFG Advisory, LLC
7,178$334.8K0.0%ETFMediumBirmingham, AL2026-11-03
L. Roy Papp & Associates, LLP
7,080$330.3K0.0%CoreVery LowPhoenix, AZ2026-10-21
Global Wealth Management Investment Advisory, Inc.
7,051$328.9K0.0%CoreLowFort Lauderdale, FL2026-11-04
JFS Wealth Advisors, LLC
6,896$321.7K0.0%ETFVery LowHermitage, PA2026-11-03
Parallel Advisors, LLC
6,883$321.1K0.0%IndexLowSan Francisco, CA2026-11-03
Next Level Private LLC
6,619$308.8K0.1%CoreVery LowHarrison, NY2026-10-20
First Horizon Corp
6,592$307.5K0.0%CoreLowMemphis, TN2026-10-26
Krane Financial Solutions LLC
6,562$306.1K0.2%ETFVery LowCalabasas, CA2026-10-30
Keybank National Association
6,519$304.1K0.0%CoreLowBrooklyn, OH2026-11-04
New Perspectives, Inc
6,491$302.8K0.1%ETFVery LowTougaloo, MS2026-10-14
Independent Financial Group, LLC
6,434$300.1K0.0%GrowthLowSan Diego, CA2026-10-13
Fulton Bank, N.A.
6,151$286.9K0.0%CoreLowLancaster, PA2026-10-14
IFP Advisors, Inc
5,968$278.4K0.0%GrowthLowTampa, FL2026-10-16
Private Trust Co NA
5,944$277.3K0.0%CoreLowCleveland, OH2026-10-20
Oppenheimer & Co Inc
5,831$272.0K0.0%CoreLowNew York, NY2026-10-26
Axxcess Wealth Management, LLC
5,799$270.5K0.0%CoreLowCarlsbad, CA2026-10-21
Fullerton Advisors, LLC
5,584$260.5K0.2%ETFLowDanville, CA2026-10-14
HUB Investment Partners, LLC
5,551$259.0K0.0%GrowthLowAustin, TX2026-11-03
Pacific Park Financial, Inc.
5,510$257.0K0.2%ETFMediumLagina Hills, CA2026-10-13
WBH Advisory Inc
5,386$251.3K0.0%ETFLowBaltimore, MD2026-11-05
VestGen Advisors, LLC
5,361$250.1K0.0%GrowthMediumChicago, IL2026-10-27
Tennessee Valley Asset Management Partners
5,279$246.2K0.0%ETFLowKnoxville, TN2026-11-03
Pinnacle Bancorp, Inc.
5,078$236.9K0.1%CoreVery LowBeatrice, NE2026-10-21
Net Worth Advisory Group
4,930$230.5K0.1%GARPMediumSandy, UT2026-10-20
Bailard, Inc.
4,863$226.9K0.0%GrowthMediumFoster City, CA2026-10-13
CWA Asset Management Group, LLC
4,832$225.4K0.0%CoreMediumNaples, FL2026-10-19
Globalt Investments LLC / GA
4,685$218.6K0.0%ETFLowAtlanta, GA2026-10-27
Mullooly Asset Management, Inc.
4,559$212.7K0.1%ETFVery LowWall Township, NJ2026-10-30
Spire Wealth Management
3,261$152.1K0.0%GrowthMediumMclean, VA2026-10-30
Balance Wealth Partners LLC
3,056$142.6K0.0%ETFMediumWorthington, OH2026-10-27
MassMutual Private Wealth & Trust, FSB
2,851$133.0K0.0%CoreLowSpringfield, MA2026-10-05
Rossmore Private Capital
2,195$102.4K0.0%CoreLowGlastonbury, CT2026-10-27
Bfsg, LLC
1,560$72.8K0.0%CoreLowIrvine, CA2026-10-30
Latitude Advisors, LLC
1,506$70.3K0.0%ETFLowYorkville, IL2026-10-27
Blume Capital Management, Inc.
1,348$62.9K0.0%CoreMediumBerkeley, CA2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,225$57.1K0.0%GrowthVery LowBoston, MA2026-10-23
UMB Private Wealth Management, LLC
1,217$56.8K0.1%GrowthN/AKansas City, MO2026-10-19
SJS Investment Consulting Inc.
1,205$56.2K0.0%ETFVery LowSylvania, OH2026-10-26
William Mack & Associates, Inc.
1,160$54.1K0.0%ETFLowTroy, MI2026-10-27
Golden State Wealth Management, LLC
1,074$50.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Hilltop National Bank
975$45.5K0.0%CoreLowCasper, WY2026-10-14
First United Bank & Trust
775$36.2K0.0%CoreLowOakland, MD2026-10-22
Richardson Financial Services Inc.
688$32.1K0.0%GrowthMediumMedway, MA2026-10-30
Rossby Financial, LCC
685$32.0K0.0%ETFMediumMelbourne, FL2026-11-05
Eukles Asset Management
673$31.4K0.0%CoreLowCincinnati, OH2026-11-04
Balentine LLC
565$26.4K0.0%ETFLowAtlanta, GA2026-11-03
Independence Bank of Kentucky
545$25.4K0.0%GrowthLowOwensboro, KY2026-10-26
Lanark Financial, Inc.
490$22.9K0.0%CoreMediumBirmingham, AL2026-10-26
Silver Grove Financial Group, Inc.
481$22.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Barrett & Company, Inc.
476$22.2K0.0%ETFLowProvidence, RI2026-10-22
North Star Investment Management Corp.
457$21.3K0.0%CoreLowChicago, IL2026-10-27
Private Wealth Management Group, LLC
452$21.1K0.0%ETFLowPrinceton, NJ2026-10-19
Capital Investment Advisory Services, LLC
398$18.5K0.0%CoreMediumRaleigh, NC2026-10-30
Valley Wealth Managers, Inc.
373$17.4K0.0%GARPMediumParamus, NJ2026-10-09
Main Street Group, LTD
328$15.3K0.0%ETFMediumGlen Allen, VA2026-10-28
CoreCap Advisors, LLC
315$14.7K0.0%ETFMediumSouthfield, MI2026-10-08
WPG Advisers, LLC
262$12.2K0.0%CoreLowBaltimore, MD2026-10-27
Signature Equity Partners, LLC
248$11.6K0.0%GrowthMediumColumbus, OH2026-10-29
Pillar Financial Advisors, LLC
166$7.7K0.0%ETFVery LowLouisville, KY2026-10-21
EverSource Wealth Advisors, LLC
164$7.7K0.0%CoreMediumBirmingham, AL2026-11-04
Morton Brown Family Wealth, LLC
163$7.6K0.0%ETFVery LowAllentown, PA2026-10-23
Bangor Savings Bank
134$6.3K0.0%ETFLowBangor, ME2026-10-06
Signaturefd, LLC
96$4.5K0.0%IndexLowAtlanta, GA2026-10-23
Nvest Wealth Strategies, Inc.
80$3.7K0.0%ETFVery LowPowell, OH2026-10-14
Eastern Bank
77$3.6K0.0%GrowthMediumBoston, MA2026-10-05
High Note Wealth, LLC
72$3.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Larson Financial Group LLC
47$2.2K0.0%GrowthLowSt Louis, MO2026-11-05
Gables Capital Management Inc.
6$2800.0%GrowthVery LowMiami, FL2026-11-04
Dhjj Financial Advisors, Ltd.
5$2340.0%ETFVery LowNaperville, IL2026-10-23