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Invesco Ultra Short Duration (GSY)

CUSIP: 46090A887 | NYSE | 804 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Capital Asset Advisory Services LLC1,698,639
2.9% of portfolio›$84.8M
Johnson Bixby & Associates, LLC1,206,535
6.6% of portfolio›$60.2M
Gradient Investments LLC1,034,881
0.7% of portfolio›$51.7M
Kestra Advisory Services, LLC886,322
0.1% of portfolio›$44.3M
Prairie Advisory, LLC707,372
4.1% of portfolio›$35.3M
Cyndeo Wealth Partners, LLC442,920
1.0% of portfolio›$22.1M
Concurrent Investment Advisors, LLC427,064
0.1% of portfolio›$21.3M
Cambridge Investment Research Advisors, Inc.311,453
0.1% of portfolio›$15.6M
Fifth Third Securities, Inc.300,291
0.8% of portfolio›$15.0M
Royal Harbor Partners, LLC298,888
4.6% of portfolio›$14.9M
Guidance Capital, Inc258,858
2.9% of portfolio›$13.0M
Advocate Investing Services LLC247,596
9.7% of portfolio›$12.4M
Randolph Co Inc241,739
1.0% of portfolio›$12.1M
First Merchants Corp238,589
0.4% of portfolio›$11.9M
Wealth Intelligence, LLC237,914
5.7% of portfolio›$11.9M
Lake Street Private Wealth, LLC237,235
1.3% of portfolio›$11.8M
Curry Webb Wealth Management LLC226,685
4.7% of portfolio›$11.4M
Creative Planning213,846
0.0% of portfolio›$10.7M
Capstone Wealth Management Group, LLC201,160
4.3% of portfolio›$10.1M
Flagship Harbor Advisors, LLC197,350
0.4% of portfolio›$9.9M
Foronjy Financial LLC188,610
3.3% of portfolio›$9.4M
Greenleaf Trust170,263
0.1% of portfolio›$8.5M
Avestar Capital, LLC148,911
0.6% of portfolio›$7.4M
Transcendent Capital Group LLC144,854
2.9% of portfolio›$7.2M
PW Nova Financial Services LLC131,468
1.3% of portfolio›$6.6M
Truist Financial Corp121,453
0.0% of portfolio›$6.1M
Beacon Investment Advisory Services, Inc.116,454
0.2% of portfolio›$5.8M
Capital Advisors, Ltd. LLC114,507
2.6% of portfolio›$5.7M
Brookstone Capital Management112,202
0.1% of portfolio›$5.6M
Lynx Capital Group LTD98,225
1.9% of portfolio›$4.9M
Redwood Financial Network Corp96,210
2.6% of portfolio›$4.8M
Hardworking Capital Advisors, LLC94,456
3.9% of portfolio›$4.7M
Commonwealth Equity Services, LLC91,714
0.0% of portfolio›$4.6M
Thrivent Financial for Lutherans80,667
0.0% of portfolio›$4.0M
D.A. Davidson & Co.76,732
0.0% of portfolio›$3.8M
Fifth Third Bancorp75,338
0.0% of portfolio›$3.8M
Endowment Wealth Management, Inc.67,342
1.2% of portfolio›$3.4M
Annex Advisory Services, LLC60,099
0.0% of portfolio›$3.0M
Sage Advisory Services, Ltd.Co.60,055
1.6% of portfolio›$3.0M
Trust Co59,049
0.3% of portfolio›$2.9M
Duncker Streett & Co Inc50,613
0.4% of portfolio›$2.5M
Private Trust Co NA46,560
0.2% of portfolio›$2.3M
Parsons Capital Management Inc46,304
0.1% of portfolio›$2.3M
Financial & Tax Architects, LLC46,297
0.5% of portfolio›$2.3M
HUB Investment Partners, LLC46,185
0.0% of portfolio›$2.3M
Legacy Solutions, LLC40,946
1.6% of portfolio›$2.0M
GreatBanc Trust Co39,430
1.2% of portfolio›$2.0M
Axxcess Wealth Management, LLC38,612
0.1% of portfolio›$1.9M
Regatta Capital Group, LLC37,716
0.2% of portfolio›$1.9M
Sunpointe, LLC37,665
0.6% of portfolio›$1.9M
Dynamic Advisor Solutions LLC37,632
0.1% of portfolio›$1.9M
Avidian Wealth Enterprises, LLC36,954
0.1% of portfolio›$1.8M
Warwick Investment Management, Inc.35,314
0.2% of portfolio›$1.8M
Ashton Thomas Private Wealth, LLC33,655
0.0% of portfolio›$1.7M
Independent Financial Group, LLC32,164
0.0% of portfolio›$1.6M
Summit Wealth Group LLC / Co32,107
0.1% of portfolio›$1.6M
Oppenheimer & Co Inc31,066
0.0% of portfolio›$1.6M
Capital Wealth Alliance, LLC30,687
0.7% of portfolio›$1.5M
Total Clarity Wealth Management, Inc.30,178
0.3% of portfolio›$1.5M
Cathy Pareto & Associates, Inc29,229
0.8% of portfolio›$1.5M
Sowell Financial Services LLC28,472
0.0% of portfolio›$1.4M
Weatherly Asset Management L. P.27,380
0.1% of portfolio›$1.4M
IFP Advisors, Inc26,620
0.0% of portfolio›$1.3M
YHB Investment Advisors, Inc.25,112
0.1% of portfolio›$1.3M
Paladin Partners, LLC24,349
0.7% of portfolio›$1.2M
Paladin Wealth, LLC22,393
0.6% of portfolio›$1.1M
Focus Financial Network, Inc.21,509
0.0% of portfolio›$1.1M
National Wealth Management Group, LLC21,459
0.3% of portfolio›$1.1M
ETF Store, Inc.21,398
0.9% of portfolio›$1.1M
Wealthstar Advisors, LLC20,585
0.3% of portfolio›$1.0M
AlphaCore Capital LLC18,109
0.0% of portfolio›$904.2K
Integrity Alliance, Llc.18,079
0.0% of portfolio›$902.7K
Catalyst Private Wealth, LLC16,004
0.3% of portfolio›$799.1K
Farmers & Merchants Trust Co of Long Beach14,941
0.2% of portfolio›$746.0K
TBH Global Asset Management, LLC13,643
0.1% of portfolio›$681.2K
J.W. Cole Advisors, Inc.13,390
0.0% of portfolio›$668.5K
Straight Path Wealth Management13,229
0.1% of portfolio›$660.5K
Elite Wealth Management, Inc.12,932
0.1% of portfolio›$645.7K
Citigroup Inc12,925
0.0% of portfolio›$645.3K
Wagner Wealth Management, LLC12,858
0.1% of portfolio›$642.0K
Lido Advisors, LLC12,219
0.0% of portfolio›$610.1K
Centerpoint Advisory Group11,620
0.4% of portfolio›$580.2K
Montag A & Associates Inc11,532
0.0% of portfolio›$575.8K
Lanark Financial, Inc.10,622
0.0% of portfolio›$530.3K
Atria Investments, Inc10,358
0.0% of portfolio›$517.2K
B. Riley Wealth Advisors, Inc.10,152
0.0% of portfolio›$506.9K
Farther Finance Advisors, LLC9,879
0.0% of portfolio›$493.3K
CGC Financial Services, LLC9,440
0.1% of portfolio›$471.3K
4J Wealth Management LLC9,406
0.2% of portfolio›$469.7K
WBI Investments, LLC9,345
0.1% of portfolio›$466.6K
Intrua Financial, LLC9,277
0.0% of portfolio›$463.2K
International Assets Investment Management, LLC9,261
0.0% of portfolio›$462.8K
Detalus Advisors, LLC9,143
0.1% of portfolio›$456.5K
Milestones Private Investment Advisors LLC8,856
0.4% of portfolio›$442.2K
KWB Wealth8,786
0.0% of portfolio›$438.7K
Pinnacle Associates LTD8,543
0.0% of portfolio›$426.6K
Wealthcare Advisory Partners LLC7,897
0.0% of portfolio›$394.3K
Chicago Partners Investment Group LLC7,789
0.0% of portfolio›$389.1K
US Bancorp \de\7,494
0.0% of portfolio›$374.2K
Patton Albertson Miller Group, LLC7,416
0.0% of portfolio›$370.3K
Lionsbridge Wealth Management LLC7,293
0.4% of portfolio›$364.1K
Discipline Wealth Solutions, LLC7,252
0.0% of portfolio›$362.1K
Wealth Advisory Team LLC7,247
0.3% of portfolio›$361.8K
Advisory Solutions Group, LLC6,998
0.1% of portfolio›$349.4K
Private Client Services, LLC6,947
0.1% of portfolio›$346.8K
Davenport & Co LLC6,875
0.0% of portfolio›$343.3K
Avior Wealth Management, LLC6,721
0.0% of portfolio›$335.6K
Cypress Capital Group6,611
0.0% of portfolio›$330.1K
Foundation Wealth Management, Llc\pa5,377
0.1% of portfolio›$268.5K
Howard Wealth Management, LLC5,251
0.1% of portfolio›$262.2K
Insight Advisors, LLC/ PA5,235
0.0% of portfolio›$261.4K
Wealth Enhancement Advisory Services, LLC4,950
0.0% of portfolio›$247.6K
Accurate Wealth Management, LLC4,582
0.0% of portfolio›$229.3K
Prospera Financial Services Inc4,573
0.0% of portfolio›$228.9K
Elevation Capital Advisory, LLC4,266
0.1% of portfolio›$213.0K
RFG Advisory, LLC4,085
0.0% of portfolio›$204.0K
Capital Investment Advisory Services, LLC3,800
0.0% of portfolio›$189.7K
Archer Investment Corp3,024
0.0% of portfolio›$151.0K
Parallel Advisors, LLC2,770
0.0% of portfolio›$138.3K
Atwood & Palmer Inc2,750
0.0% of portfolio›$137.3K
Beacon Capital Management, Inc.2,472
0.0% of portfolio›$123.4K
CoreCap Advisors, LLC2,431
0.0% of portfolio›$121.4K
Triumph Capital Management2,063
0.0% of portfolio›$103.0K
Blueline Advisors LLC1,926
0.1% of portfolio›$96.2K
TD Waterhouse Canada Inc.1,755
0.0% of portfolio›$87.7K
Nfsg Corp1,377
0.0% of portfolio›$68.7K
Chilton Capital Management LLC1,000
0.0% of portfolio›$49.9K
Mascoma Wealth Management LLC645
0.0% of portfolio›$32.2K
Peterson Wealth Services578
0.0% of portfolio›$28.9K
United Community Bank541
0.0% of portfolio›$27.0K
Lodestone Wealth Management LLC504
0.0% of portfolio›$25.1K
Parkside Financial Bank & Trust421
0.0% of portfolio›$21.0K
Concord Wealth Partners372
0.0% of portfolio›$18.6K
Provenance Wealth Advisors, LLC327
0.0% of portfolio›$16.3K
Noble Wealth Management PBC227
0.0% of portfolio›$11.3K
Root Financial Partners, LLC205
0.0% of portfolio›$10.2K
CX Institutional199
0.0% of portfolio›$10
Rossby Financial, LCC195
0.0% of portfolio›$9.7K
Jnba Financial Advisors128
0.0% of portfolio›$6.4K
Assetmark, Inc110
0.0% of portfolio›$5.5K
Signature Equity Partners, LLC106
0.0% of portfolio›$5.3K
Wolff Wiese Magana LLC73
0.0% of portfolio›$3.6K
Strategic Advocates LLC70
0.0% of portfolio›$3.5K
Quest 10 Wealth Builders, Inc.61
0.0% of portfolio›$3.0K
WPG Advisers, LLC13
0.0% of portfolio›$649
StyleTurnoverLocationFiled
Capital Asset Advisory Services LLC
1,698,639$84.8M2.9%ETFLowWilliamston, MI2026-10-30
Johnson Bixby & Associates, LLC
1,206,535$60.2M6.6%ETFMediumVancouver, WA2026-10-14
Gradient Investments LLC
1,034,881$51.7M0.7%CoreMediumArden Hills, MN2026-10-08
Kestra Advisory Services, LLC
886,322$44.3M0.1%CoreLowAustin, TX2026-11-02
Prairie Advisory, LLC
707,372$35.3M4.1%ETFN/ALeawood, KS2026-10-19
Cyndeo Wealth Partners, LLC
442,920$22.1M1.0%CoreMediumSt. Petersburg, FL2026-10-16
Concurrent Investment Advisors, LLC
427,064$21.3M0.1%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
311,453$15.6M0.1%ETFLowFairfield, IA2026-11-02
Fifth Third Securities, Inc.
300,291$15.0M0.8%ETFLowCincinnati, OH2026-10-21
Royal Harbor Partners, LLC
298,888$14.9M4.6%ETFMediumHouston, TX2026-10-29
Guidance Capital, Inc
258,858$13.0M2.9%ETFMediumLousville, KY2026-11-03
Advocate Investing Services LLC
247,596$12.4M9.7%ETFLowWoodbine, MD2026-10-26
Randolph Co Inc
241,739$12.1M1.0%GrowthMediumCincinnati, OH2026-10-23
First Merchants Corp
238,589$11.9M0.4%GrowthLowMuncie, IN2026-10-15
Wealth Intelligence, LLC
237,914$11.9M5.7%ValueLowColumbus, GA2026-10-16
Lake Street Private Wealth, LLC
237,235$11.8M1.3%GrowthLowChicago, IL2026-10-22
Curry Webb Wealth Management LLC
226,685$11.4M4.7%ETFLowIndianapolis, IN2026-10-22
Creative Planning
213,846$10.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Capstone Wealth Management Group, LLC
201,160$10.1M4.3%ETFMediumDunmore, PA2026-11-05
Flagship Harbor Advisors, LLC
197,350$9.9M0.4%ETFMediumBoston, MA2026-10-26
Foronjy Financial LLC
188,610$9.4M3.3%ETFLowLos Osos, CA2026-10-14
Greenleaf Trust
170,263$8.5M0.1%CoreLowKalamazoo, MI2026-10-29
Avestar Capital, LLC
148,911$7.4M0.6%GrowthLowNew York, NY2026-10-28
Transcendent Capital Group LLC
144,854$7.2M2.9%ETFMediumEdmond, OK2026-10-28
PW Nova Financial Services LLC
131,468$6.6M1.3%ETFLowNewtown, PA2026-10-15
Truist Financial Corp
121,453$6.1M0.0%CoreLowCharlotte, NC2026-10-30
Beacon Investment Advisory Services, Inc.
116,454$5.8M0.2%GrowthLowMorristown, NJ2026-10-13
Capital Advisors, Ltd. LLC
114,507$5.7M2.6%ETFLowShaker Heights, OH2026-10-27
Brookstone Capital Management
112,202$5.6M0.1%ETFMediumWheaton, IL2026-10-22
Lynx Capital Group LTD
98,225$4.9M1.9%ValueLowBeachwood, OH2026-11-04
Redwood Financial Network Corp
96,210$4.8M2.6%ETFLowSolon, OH2026-11-03
Hardworking Capital Advisors, LLC
94,456$4.7M3.9%GrowthMediumPalm Desert, CA2026-10-20
Commonwealth Equity Services, LLC
91,714$4.6M0.0%ETFLowWaltham, MA2026-11-02
Thrivent Financial for Lutherans
80,667$4.0M0.0%GARPMediumMinneapolis, MN2026-11-05
D.A. Davidson & Co.
76,732$3.8M0.0%CoreLowGreat Falls, MT2026-10-28
Fifth Third Bancorp
75,338$3.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Endowment Wealth Management, Inc.
67,342$3.4M1.2%ETFMediumAppleton, WI2026-11-03
Annex Advisory Services, LLC
60,099$3.0M0.0%GrowthHighBrookfield, WI2026-10-16
Sage Advisory Services, Ltd.Co.
60,055$3.0M1.6%ETFMediumAustin, TX2026-10-29
Trust Co
59,049$2.9M0.3%ETFVery LowManhattan, KS2026-10-09
Duncker Streett & Co Inc
50,613$2.5M0.4%GrowthLowSt. Louis, MO2026-10-27
Private Trust Co NA
46,560$2.3M0.2%CoreLowCleveland, OH2026-10-20
Parsons Capital Management Inc
46,304$2.3M0.1%CoreLowProvidence, RI2026-10-28
Financial & Tax Architects, LLC
46,297$2.3M0.5%CoreHighSt Louis, MO2026-10-15
HUB Investment Partners, LLC
46,185$2.3M0.0%GrowthLowAustin, TX2026-11-03
Legacy Solutions, LLC
40,946$2.0M1.6%ETFLowKennett Square, PA2026-10-07
GreatBanc Trust Co
39,430$2.0M1.2%ETFLowLisle, IL2026-11-04
Axxcess Wealth Management, LLC
38,612$1.9M0.1%CoreLowCarlsbad, CA2026-10-21
Regatta Capital Group, LLC
37,716$1.9M0.2%ETFLowEl Segundo, CA2026-10-23
Sunpointe, LLC
37,665$1.9M0.6%GrowthMediumSt. Louis, MO2026-10-22
Dynamic Advisor Solutions LLC
37,632$1.9M0.1%ETFLowPhoenix, AZ2026-10-13
Avidian Wealth Enterprises, LLC
36,954$1.8M0.1%ETFLowHouston, TX2026-10-08
Warwick Investment Management, Inc.
35,314$1.8M0.2%ETFLowBryan, TX2026-10-19
Ashton Thomas Private Wealth, LLC
33,655$1.7M0.0%CoreMediumScottsdale, AZ2026-11-03
Independent Financial Group, LLC
32,164$1.6M0.0%GrowthLowSan Diego, CA2026-10-13
Summit Wealth Group LLC / Co
32,107$1.6M0.1%ETFHighColorado Springs, CO2026-10-29
Oppenheimer & Co Inc
31,066$1.6M0.0%CoreLowNew York, NY2026-10-26
Capital Wealth Alliance, LLC
30,687$1.5M0.7%CoreLowScottsdale, AZ2026-10-20
Total Clarity Wealth Management, Inc.
30,178$1.5M0.3%ETFMediumSt. Charles, IL2026-10-26
Cathy Pareto & Associates, Inc
29,229$1.5M0.8%ETFLowCoral Gables, FL2026-10-15
Sowell Financial Services LLC
28,472$1.4M0.0%CoreLowNorth Little Rock, AR2026-10-23
Weatherly Asset Management L. P.
27,380$1.4M0.1%GrowthVery LowDel Mar, CA2026-10-20
IFP Advisors, Inc
26,620$1.3M0.0%GrowthLowTampa, FL2026-10-16
YHB Investment Advisors, Inc.
25,112$1.3M0.1%GrowthLowWest Hartford, CT2026-10-08
Paladin Partners, LLC
24,349$1.2M0.7%ETFVery LowHartland, WI2026-10-06
Paladin Wealth, LLC
22,393$1.1M0.6%CoreLowArden Hills, MN2026-10-23
Focus Financial Network, Inc.
21,509$1.1M0.0%ETFLowMinneapolis, MN2026-10-14
National Wealth Management Group, LLC
21,459$1.1M0.3%ETFMediumCincinnati, OH2026-10-26
ETF Store, Inc.
21,398$1.1M0.9%ETFVery LowOverland Park, KS2026-10-19
Wealthstar Advisors, LLC
20,585$1.0M0.3%ETFMediumPlano, TX2026-10-19
AlphaCore Capital LLC
18,109$904.2K0.0%ETFLowLa Jolla, CA2026-11-04
Integrity Alliance, Llc.
18,079$902.7K0.0%ETFMediumUrbandale, IA2026-10-29
Catalyst Private Wealth, LLC
16,004$799.1K0.3%ETFVery LowSan Mateo, CA2026-10-13
Farmers & Merchants Trust Co of Long Beach
14,941$746.0K0.2%CoreVery LowLong Beach, CA2026-10-22
TBH Global Asset Management, LLC
13,643$681.2K0.1%CoreHighBrentwood, TN2026-11-03
J.W. Cole Advisors, Inc.
13,390$668.5K0.0%IndexLowTampa, FL2026-11-05
Straight Path Wealth Management
13,229$660.5K0.1%ETFLowJenison, MI2026-10-23
Elite Wealth Management, Inc.
12,932$645.7K0.1%MomentumMediumKirkland, WA2026-11-03
Citigroup Inc
12,925$645.3K0.0%CoreMediumNew York, NY2026-11-04
Wagner Wealth Management, LLC
12,858$642.0K0.1%ETFLowGreenville, SC2026-10-21
Lido Advisors, LLC
12,219$610.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Centerpoint Advisory Group
11,620$580.2K0.4%ETFLowOverland Park, KS2026-10-23
Montag A & Associates Inc
11,532$575.8K0.0%CoreLowAtlanta, GA2026-10-29
Lanark Financial, Inc.
10,622$530.3K0.0%CoreMediumBirmingham, AL2026-10-26
Atria Investments, Inc
10,358$517.2K0.0%CoreMediumCharlotte, NC2026-10-15
B. Riley Wealth Advisors, Inc.
10,152$506.9K0.0%GrowthLowMemphis, TN2026-10-13
Farther Finance Advisors, LLC
9,879$493.3K0.0%IndexLowSan Francisco, CA2026-10-08
CGC Financial Services, LLC
9,440$471.3K0.1%ETFLowLake Oswego, OR2026-10-13
4J Wealth Management LLC
9,406$469.7K0.2%ETFMediumMclean, VA2026-11-02
WBI Investments, LLC
9,345$466.6K0.1%ValueVery HighRed Bank, NJ2026-11-05
Intrua Financial, LLC
9,277$463.2K0.0%ETFMediumHouston, TX2026-10-28
International Assets Investment Management, LLC
9,261$462.8K0.0%CoreVery HighOrlando, FL2026-11-02
Detalus Advisors, LLC
9,143$456.5K0.1%ETFLowSt. Louis, MO2026-10-15
Milestones Private Investment Advisors LLC
8,856$442.2K0.4%ETFMediumFairport, NY2026-10-19
KWB Wealth
8,786$438.7K0.0%ETFMediumRedlands, CA2026-10-16
Pinnacle Associates LTD
8,543$426.6K0.0%CoreLowNew York, NY2026-10-20
Wealthcare Advisory Partners LLC
7,897$394.3K0.0%ETFLowWest Chester, PA2026-10-21
Chicago Partners Investment Group LLC
7,789$389.1K0.0%GARPLowChicago, IL2026-10-27
US Bancorp \de\
7,494$374.2K0.0%IndexLowMinneapolis, MN2026-11-05
Patton Albertson Miller Group, LLC
7,416$370.3K0.0%CoreLowChattanooga, TN2026-10-26
Lionsbridge Wealth Management LLC
7,293$364.1K0.4%ETFMediumJacksonville Beach, FL2026-10-26
Discipline Wealth Solutions, LLC
7,252$362.1K0.0%ETFLowGreenville, SC2026-10-14
Wealth Advisory Team LLC
7,247$361.8K0.3%ETFN/ABellevue, KY2026-11-05
Advisory Solutions Group, LLC
6,998$349.4K0.1%ETFN/APlymouth, MN2026-10-14
Private Client Services, LLC
6,947$346.8K0.1%ETFMediumLouisville, KY2026-10-02
Davenport & Co LLC
6,875$343.3K0.0%CoreMediumRichmond, VA2026-10-14
Avior Wealth Management, LLC
6,721$335.6K0.0%ETFMediumOmaha, NE2026-10-13
Cypress Capital Group
6,611$330.1K0.0%CoreLowPalm Beach, FL2026-11-03
Foundation Wealth Management, Llc\pa
5,377$268.5K0.1%ETFLowMedia, PA2026-10-14
Howard Wealth Management, LLC
5,251$262.2K0.1%ETFVery LowMadison, CT2026-10-28
Insight Advisors, LLC/ PA
5,235$261.4K0.0%ETFMediumNewtown, PA2026-10-22
Wealth Enhancement Advisory Services, LLC
4,950$247.6K0.0%CoreLowPlymouth, MN2026-10-13
Accurate Wealth Management, LLC
4,582$229.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Prospera Financial Services Inc
4,573$228.9K0.0%CoreMediumDallas, TX2026-11-04
Elevation Capital Advisory, LLC
4,266$213.0K0.1%ETFVery HighBend, OR2026-10-29
RFG Advisory, LLC
4,085$204.0K0.0%ETFMediumBirmingham, AL2026-11-03
Capital Investment Advisory Services, LLC
3,800$189.7K0.0%CoreMediumRaleigh, NC2026-10-30
Archer Investment Corp
3,024$151.0K0.0%CoreMediumCarmel, IN2026-11-05
Parallel Advisors, LLC
2,770$138.3K0.0%IndexLowSan Francisco, CA2026-11-03
Atwood & Palmer Inc
2,750$137.3K0.0%CoreVery LowKansas City, MO2026-10-08
Beacon Capital Management, Inc.
2,472$123.4K0.0%ETFMediumDayton, OH2026-10-13
CoreCap Advisors, LLC
2,431$121.4K0.0%ETFMediumSouthfield, MI2026-10-08
Triumph Capital Management
2,063$103.0K0.0%ETFMediumDenver, CO2026-10-14
Blueline Advisors LLC
1,926$96.2K0.1%ETFLowExeter, NH2026-10-15
TD Waterhouse Canada Inc.
1,755$87.7K0.0%CoreLowToronto, Australia2026-10-16
Nfsg Corp
1,377$68.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Chilton Capital Management LLC
1,000$49.9K0.0%GrowthMediumHouston, TX2026-10-28
Mascoma Wealth Management LLC
645$32.2K0.0%ETFVery LowHanover, NH2026-10-23
Peterson Wealth Services
578$28.9K0.0%GrowthHighSouth Ogden, UT2026-10-26
United Community Bank
541$27.0K0.0%CoreLowGreenville, SC2026-10-28
Lodestone Wealth Management LLC
504$25.1K0.0%CoreLowSpokane, WA2026-10-14
Parkside Financial Bank & Trust
421$21.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Concord Wealth Partners
372$18.6K0.0%GrowthLowAbingdon, VA2026-11-02
Provenance Wealth Advisors, LLC
327$16.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Noble Wealth Management PBC
227$11.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Root Financial Partners, LLC
205$10.2K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
199$100.0%CoreMediumAuburn, IN2026-10-02
Rossby Financial, LCC
195$9.7K0.0%ETFMediumMelbourne, FL2026-11-05
Jnba Financial Advisors
128$6.4K0.0%ETFMediumBloomington, MN2026-11-03
Assetmark, Inc
110$5.5K0.0%ETFLowConcord, CA2026-10-21
Signature Equity Partners, LLC
106$5.3K0.0%GrowthMediumColumbus, OH2026-10-29
Wolff Wiese Magana LLC
73$3.6K0.0%GrowthLowCarslbad, CA2026-10-15
Strategic Advocates LLC
70$3.5K0.0%GrowthLowSacramento, CA2026-11-03
Quest 10 Wealth Builders, Inc.
61$3.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
WPG Advisers, LLC
13$6490.0%CoreLowBaltimore, MD2026-10-27