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Invesco Aerospace & Defense (PPA)

CUSIP: 46137V100 | NYSE | 1024 institutional holders

Quarters

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

Capital Asset Advisory Services LLC322,836
1.7% of portfolio›$49.9M
Meitav Investment House LTD256,680
0.3% of portfolio›$39.7M
Commonwealth Equity Services, LLC202,821
0.0% of portfolio›$31.4M
Kestra Advisory Services, LLC174,184
0.1% of portfolio›$26.9M
Cambridge Investment Research Advisors, Inc.170,694
0.1% of portfolio›$26.4M
Truist Financial Corp166,440
0.0% of portfolio›$25.7M
Miramontes Capital, LLC103,792
4.8% of portfolio›$16.0M
Searcy Financial Services Inc103,234
5.7% of portfolio›$16.0M
Assetmark, Inc101,832
0.0% of portfolio›$15.7M
Perigon Wealth Management, LLC74,813
0.2% of portfolio›$11.6M
Pachira Investments Inc.74,207
3.7% of portfolio›$11.5M
Valley Wealth Managers, Inc.70,802
0.6% of portfolio›$10.9M
Hollow Brook Wealth Management LLC58,400
1.6% of portfolio›$9.0M
Madrid Financial Services49,831
4.3% of portfolio›$7.7M
Citigroup Inc49,636
0.0% of portfolio›$7.7M
Detalus Advisors, LLC48,375
1.5% of portfolio›$7.5M
CMH Wealth Management LLC44,823
1.0% of portfolio›$6.9M
Systelligence, LLC43,283
0.4% of portfolio›$2.3M
RM Financial Services, LLC42,977
5.0% of portfolio›$6.6M
Artesa Financial Group, LLC42,103
5.3% of portfolio›$6.5M
Wedbush Securities Inc41,512
0.0% of portfolio›$6.4K
New England Private Wealth Advisors LLC39,966
0.6% of portfolio›$6.2M
Concurrent Investment Advisors, LLC38,544
0.0% of portfolio›$6.0M
McCollum Christoferson Group LLC34,467
1.6% of portfolio›$5.3M
Investment Management Corp33,718
4.1% of portfolio›$5.2M
WT Wealth Management33,635
1.5% of portfolio›$5.2M
Creative Financial Designs Inc32,987
0.2% of portfolio›$5.1M
LexAurum Advisors, LLC32,485
0.6% of portfolio›$5.0M
StoneX Group Inc.31,305
0.2% of portfolio›$4.8M
Park Avenue Securities LLC29,431
0.1% of portfolio›$4.6M
Financial Partners Group, Inc28,863
0.5% of portfolio›$4.5M
Flagship Harbor Advisors, LLC28,744
0.2% of portfolio›$4.4M
Brookstone Capital Management28,688
0.0% of portfolio›$4.4M
Capital Advisors, Ltd. LLC28,331
2.0% of portfolio›$4.4M
McNaughton Wealth Management, LLC27,908
1.5% of portfolio›$4.3M
Juncture Wealth Strategies, LLC27,652
1.1% of portfolio›$4.3M
Oppenheimer & Co Inc25,105
0.0% of portfolio›$3.9M
Schmidt P J Investment Management Inc24,599
0.6% of portfolio›$3.8M
Turn8 Private Wealth Inc.24,391
2.6% of portfolio›$3.8M
Diversified Enterprises, LLC23,893
0.2% of portfolio›$3.7M
Moneco Advisors, LLC23,608
0.2% of portfolio›$3.7M
Golden State Wealth Management, LLC23,579
0.3% of portfolio›$3.6M
Asset One Wealth Management LLC21,287
0.3% of portfolio›$3.3M
Independent Financial Group, LLC20,608
0.1% of portfolio›$3.2M
Peck Wealth Management, LLC20,378
2.7% of portfolio›$3.2M
Focus Financial Network, Inc.19,989
0.1% of portfolio›$3.1M
Hazlett, Burt & Watson, Inc.19,425
0.9% of portfolio›$1.6M
First Heartland Consultants, Inc.18,878
0.2% of portfolio›$2.9M
Wealth Enhancement Advisory Services, LLC18,664
0.0% of portfolio›$2.9M
Kingswood Wealth Advisors, LLC17,762
0.1% of portfolio›$2.7M
Spire Wealth Management17,436
0.1% of portfolio›$2.7M
TD Waterhouse Canada Inc.16,394
0.0% of portfolio›$2.5M
Atria Investments, Inc15,885
0.0% of portfolio›$2.5M
Meridian Wealth Management, LLC15,672
0.1% of portfolio›$2.4M
Sowell Financial Services LLC15,430
0.1% of portfolio›$2.4M
American Institute for Advanced Investment Management, LLP15,385
1.4% of portfolio›$2.4M
Spectrum Strategic Capital Management, LLC15,307
1.2% of portfolio›$2.4M
Ellis Investment Partners, LLC15,038
0.3% of portfolio›$2.3M
Lido Advisors, LLC14,695
0.0% of portfolio›$2.3M
Creative Planning14,591
0.0% of portfolio›$2.3M
Prospera Financial Services Inc14,566
0.0% of portfolio›$2.3M
Sovran Advisors, LLC14,353
0.2% of portfolio›$2.3M
Victory Financial Group, LLC13,723
0.2% of portfolio›$2.1M
Evolution Wealth Advisors, LLC13,545
0.2% of portfolio›$2.1M
Kestra Private Wealth Services, LLC13,520
0.0% of portfolio›$2.1M
Green Ridge Wealth Planning LLC12,734
0.8% of portfolio›$2.0M
Ashton Thomas Securities, LLC12,345
0.2% of portfolio›$1.9M
HBW Advisory Services LLC12,056
0.2% of portfolio›$1.9M
GFS Advisors, LLC11,546
0.2% of portfolio›$1.8M
CoreCap Advisors, LLC11,342
0.1% of portfolio›$1.8M
Signal Advisors Wealth, LLC10,996
0.1% of portfolio›$1.7M
International Assets Investment Management, LLC10,977
0.1% of portfolio›$1.7M
Wealthcare Advisory Partners LLC10,680
0.0% of portfolio›$1.7M
Dynamic Advisor Solutions LLC10,502
0.0% of portfolio›$1.6M
Keystone Wealth Services, LLC10,456
0.3% of portfolio›$1.6M
Avior Wealth Management, LLC10,105
0.0% of portfolio›$1.6M
First Citizens Bank & Trust Co10,091
0.0% of portfolio›$1.6M
Guardian Asset Advisors, LLC9,886
0.7% of portfolio›$1.5M
Carter Financial Group, Inc.9,882
0.8% of portfolio›$1.5M
Stegent Equity Advisors, Inc.9,535
1.2% of portfolio›$1.5M
Ayalon Insurance Comp Ltd.9,477
0.0% of portfolio›$1.5K
Northbridge Financial Group, LLC9,455
0.5% of portfolio›$1.5M
Carlson Financial, Inc.9,391
0.8% of portfolio›$1.5M
Outlook Wealth Advisors, LLC8,917
0.3% of portfolio›$1.4M
BIP Wealth, LLC8,442
0.0% of portfolio›$1.3M
ARQ Wealth Advisors, LLC7,989
0.1% of portfolio›$1.2M
Accurate Wealth Management, LLC7,925
0.1% of portfolio›$1.2M
Capital Investment Advisory Services, LLC7,714
0.1% of portfolio›$1.2M
WealthPlan Investment Management, LLC7,570
0.1% of portfolio›$1.2M
Aprio Wealth Management, LLC7,466
0.1% of portfolio›$1.2M
Acropolis Investment Management, LLC7,457
0.0% of portfolio›$1.2M
Prime Capital Investment Advisors, LLC7,267
0.0% of portfolio›$1.1M
McKinley Carter Wealth Services, Inc.7,185
0.1% of portfolio›$1.1M
City Center Advisors, LLC6,983
0.8% of portfolio›$1.1M
Elm3 Financial Group, LLC6,981
0.7% of portfolio›$1.1M
Signature Equity Partners, LLC6,536
0.4% of portfolio›$1.0M
Bluedoor Private Wealth, LLC6,497
0.4% of portfolio›$1.0M
Lynx Investment Advisory6,381
0.3% of portfolio›$986.7K
Delta Financial Advisors LLC6,344
0.2% of portfolio›$980.9K
Lanark Financial, Inc.6,338
0.1% of portfolio›$980.0K
Ignite Planners, LLC6,325
0.1% of portfolio›$993.2K
Verus Capital Partners, LLC6,103
0.0% of portfolio›$943.7K
Y.D. More Investments Ltd6,094
0.0% of portfolio›$942.3K
Pettinga Financial Advisors LLC6,075
0.2% of portfolio›$939.3K
Total Clarity Wealth Management, Inc.6,042
0.2% of portfolio›$934.1K
Marin Bay Wealth Advisors, LLC5,984
0.5% of portfolio›$925.3K
Ring Mountain Capital, LLC5,968
0.4% of portfolio›$922.8K
IFP Advisors, Inc5,899
0.0% of portfolio›$912.1K
Cyndeo Wealth Partners, LLC5,629
0.0% of portfolio›$870.4K
Elco Management Co., LLC5,599
0.4% of portfolio›$865.7K
Sigma Planning Corp5,586
0.0% of portfolio›$863.7K
Comprehensive Financial Consultants Institutional, Inc.5,565
0.2% of portfolio›$860.5K
Schuylkill Financial LLC5,432
0.8% of portfolio›$839.9K
Paragon Private Wealth Management, LLC4,981
0.2% of portfolio›$770.2K
Founders Financial Securities LLC4,719
0.0% of portfolio›$729.7K
XML Financial, LLC4,719
0.1% of portfolio›$729.7K
Csenge Advisory Group4,679
0.0% of portfolio›$723.5K
Y-Intercept (Hong Kong) Ltd4,614
0.0% of portfolio›$713.4K
Sound Income Strategies, LLC4,562
0.0% of portfolio›$699.8K
Prosperity Financial Group, Inc.4,532
0.2% of portfolio›$700.8K
BigSur Wealth Management LLC4,500
0.2% of portfolio›$695.8K
JBR Co Financial Management Inc4,444
0.3% of portfolio›$788.9K
OpenArc Corporate Advisory, LLC4,430
0.0% of portfolio›$684.9K
HB Wealth Management, LLC4,397
0.0% of portfolio›$679.8K
Armstrong Advisory Group, Inc4,241
0.0% of portfolio›$655.7K
Gerber Kawasaki Wealth & Investment Management4,190
0.0% of portfolio›$648.0K
Fortune Financial Group, Inc.4,023
0.6% of portfolio›$622.0K
Spinnaker Investment Group, LLC4,000
0.1% of portfolio›$618.5K
Blue Zone Wealth Advisors, LLC3,951
0.1% of portfolio›$610.9K
Valley Brook Capital Group, Inc.3,936
0.3% of portfolio›$608.6K
Diversify Advisory Services, LLC3,786
0.0% of portfolio›$588.0K
Diversify Wealth Management, LLC3,786
0.0% of portfolio›$588.0K
Mission Wealth Management, LP3,485
0.0% of portfolio›$538.9K
Intesa Sanpaolo Wealth Management3,436
0.1% of portfolio›$531.3K
Visionary Wealth Advisors3,341
0.0% of portfolio›$516.6K
Howard Financial Services, Ltd.3,266
0.1% of portfolio›$505.0K
Central Valley Advisors, LLC3,026
0.1% of portfolio›$467.9K
Ascentis Independent Advisors3,019
0.0% of portfolio›$466.8K
S&A Financial Services, Inc.3,006
0.3% of portfolio›$464.8K
Center For Asset Management LLC2,611
0.2% of portfolio›$403.8K
LVZ, Inc.2,554
0.0% of portfolio›$394.9K
Vontobel Holding Ltd.2,522
0.0% of portfolio›$390.0K
Aurora Private Wealth, Inc.2,462
0.0% of portfolio›$381
Cpwa, LLC2,426
0.4% of portfolio›$374.8K
Convergence Financial, LLC2,419
0.1% of portfolio›$374.0K
Advisor OS, LLC2,393
0.0% of portfolio›$369.9K
Integras Partners LLC2,368
0.2% of portfolio›$366.1K
Farther Finance Advisors, LLC2,364
0.0% of portfolio›$365.5K
Modera Wealth Management, LLC2,352
0.0% of portfolio›$363.7K
Millennium Capital Advisors, LLC2,300
0.2% of portfolio›$355.6K
Curran Financial Partners, LLC2,194
0.1% of portfolio›$339.3K
Citizens Financial Group Inc2,165
0.0% of portfolio›$334.8K
Koesten, Hirschmann & Crabtree, Inc.2,145
0.1% of portfolio›$331.7K
PFG Advisors2,141
0.0% of portfolio›$331.1K
HCR Wealth Advisors2,135
0.0% of portfolio›$330.1K
Kraft, Davis & Associates, LLC2,097
0.1% of portfolio›$328.3K
Chicago Partners Investment Group LLC2,082
0.0% of portfolio›$320.7K
Tempus Wealth Planning, LLC2,075
0.1% of portfolio›$320.9K
Indivisible Partners2,061
0.0% of portfolio›$318.6K
Compass Ion Advisors, LLC2,051
0.0% of portfolio›$317.2K
Integrity Alliance, Llc.2,047
0.0% of portfolio›$316.7K
Chapin Davis, Inc.2,020
0.1% of portfolio›$312.3K
Advocate Investing Services LLC2,000
0.2% of portfolio›$309.2K
Pacific Capital Wealth Advisors, Inc.2,000
0.0% of portfolio›$309.2K
Choreo, LLC1,962
0.0% of portfolio›$303.4K
Partners Wealth Management, LLC1,958
0.0% of portfolio›$302.7K
SAX Wealth Advisors, LLC1,958
0.0% of portfolio›$302.7K
Foguth Wealth Management, Llc.1,951
0.0% of portfolio›$305.3K
Auour Investments LLC1,944
0.1% of portfolio›$300.6K
Veracity Capital LLC1,894
0.1% of portfolio›$292.9K
Harbor Investment Advisory, LLC1,868
0.0% of portfolio›$288.8K
Equitable Trust Co1,827
0.0% of portfolio›$282.5K
Riggs Asset Managment Co. Inc.1,813
0.1% of portfolio›$280.3K
Apollon Wealth Management, LLC1,803
0.0% of portfolio›$278.9K
Rhodes Investment Advisors Inc1,800
0.2% of portfolio›$278.3K
Meridian Financial Advisors, LLC1,800
0.1% of portfolio›$278.3K
Cypress Wealth Services, LLC1,771
0.0% of portfolio›$270.7K
Sard Wealth Management Group, LLC1,768
0.1% of portfolio›$273.4K
Davenport & Co LLC1,746
0.0% of portfolio›$270.0K
PKS Advisory Services, LLC1,727
0.0% of portfolio›$305.3K
Annex Advisory Services, LLC1,716
0.0% of portfolio›$265.3K
Relyea Zuckerberg Hanson LLC1,701
0.0% of portfolio›$263.1K
Cape Investment Advisory, Inc.1,684
0.1% of portfolio›$260.4K
SeaBridge Investment Advisors LLC1,669
0.0% of portfolio›$258.1K
Lebenthal Global Advisors, LLC1,640
0.0% of portfolio›$253.6K
Ascent Group, LLC1,638
0.0% of portfolio›$253.3K
Cathy Pareto & Associates, Inc1,636
0.1% of portfolio›$253.0K
VVR Holdings LLC1,538
0.1% of portfolio›$237.8K
Brighton Jones LLC1,522
0.0% of portfolio›$235.3K
Venture Visionary Partners LLC1,450
0.0% of portfolio›$224.2K
Tempo Wealth, LLC1,420
0.0% of portfolio›$219.6K
Schear Investment Advisers, LLC1,420
0.0% of portfolio›$219.6K
Principle Wealth Partners LLC1,410
0.0% of portfolio›$218.0K
Strategic Advisors LLC1,349
0.0% of portfolio›$208.6K
Ridgeline Wealth Planning, LLC1,342
0.1% of portfolio›$207.6K
United Asset Strategies, Inc.1,340
0.0% of portfolio›$207.2K
Kwmg, LLC1,310
0.0% of portfolio›$202.6K
Beacon Financial Planning, Inc1,297
0.1% of portfolio›$200.5K
Avaii Wealth Management, LLC1,288
0.1% of portfolio›$200.5K
Silver Grove Financial Group, Inc.1,239
0.1% of portfolio›$191.6K
Elevation Wealth Partners, LLC1,140
0.0% of portfolio›$176.2K
First Premier Bank1,100
0.0% of portfolio›$170
Blue Trust, Inc.1,027
0.0% of portfolio›$158.8K
SYM Financial Corp1,015
0.0% of portfolio›$156.9K
Compagnie Lombard Odier SCmA1,000
0.0% of portfolio›$154.6K
Livelsberger Financial Advisory952
0.8% of portfolio›$147.1K
Union Bancaire Privee, UBP SA940
0.0% of portfolio›$146.6K
Private Trust Co NA933
0.0% of portfolio›$144.3K
EverSource Wealth Advisors, LLC913
0.0% of portfolio›$141.1K
Signaturefd, LLC862
0.0% of portfolio›$133.3K
Activest Wealth Management811
0.0% of portfolio›$125.3K
IFS Advisors, LLC797
0.0% of portfolio›$123.4K
Cassaday & Co Wealth Management LLC689
0.0% of portfolio›$106.6K
Wilmington Savings Fund Society, FSB683
0.0% of portfolio›$105.6K
Atlantic Edge Private Wealth Management, LLC645
0.0% of portfolio›$99.7K
Plante Moran Financial Advisors, LLC635
0.0% of portfolio›$98.2K
Reap Financial Group, LLC629
0.0% of portfolio›$97.3K
North Star Investment Management Corp.565
0.0% of portfolio›$87.4K
Evermay Wealth Management LLC512
0.0% of portfolio›$79.2K
Ashton Thomas Private Wealth, LLC507
0.0% of portfolio›$78.4K
GHP Investment Advisors, Inc.501
0.0% of portfolio›$77.5K
Westside Investment Management, Inc.500
0.0% of portfolio›$77.3K
Parallel Advisors, LLC486
0.0% of portfolio›$75.2K
Gamma Investing LLC425
0.0% of portfolio›$65.7K
Abound Wealth Management408
0.0% of portfolio›$63.1K
Eastern Bank400
0.0% of portfolio›$61.8K
Adirondack Trust Co400
0.0% of portfolio›$61.8K
Harbor Asset Planning, Inc.398
0.0% of portfolio›$61.5K
J.Safra Asset Management Corp392
0.0% of portfolio›$60.6K
Blueline Advisors LLC367
0.0% of portfolio›$56.7K
Simplex Trading, LLC329
0.0% of portfolio›$50.9K
Register Financial Advisors LLC327
0.0% of portfolio›$50.6K
Glass Jacobson Investment Advisors llc311
0.0% of portfolio›$48.1K
Nfsg Corp301
0.0% of portfolio›$46.6K
Oakworth Capital, Inc.300
0.0% of portfolio›$46.4K
DecisionPoint Financial, LLC294
0.0% of portfolio›$45.7K
AlphaCore Capital LLC287
0.0% of portfolio›$44.3K
Bokf, NA281
0.0% of portfolio›$43.4K
Provenance Wealth Advisors, LLC236
0.0% of portfolio›$36.5K
Owl Creek Wealth Partners LLC218
0.0% of portfolio›$33.7K
Larson Financial Group LLC216
0.0% of portfolio›$33.5K
Birchbrook, Inc.205
0.0% of portfolio›$31.7K
Evolution Wealth Management Inc.180
0.0% of portfolio›$27.8K
Montgomery Financial Services LLC142
0.0% of portfolio›$22.0K
Quest 10 Wealth Builders, Inc.135
0.0% of portfolio›$20.9K
Versant Capital Management, Inc135
0.0% of portfolio›$20.9K
Eukles Asset Management128
0.0% of portfolio›$19.8K
Rossby Financial, LCC120
0.0% of portfolio›$18.6K
City Holding Co115
0.0% of portfolio›$17.8K
Beacon Investment Advisory Services, Inc.111
0.0% of portfolio›$17.2K
Trust Co of Vermont109
0.0% of portfolio›$16.9K
Community Financial Services Group, LLC101
0.0% of portfolio›$15.7K
EPG Wealth Management LLC101
0.0% of portfolio›$15.6K
Torren Management, LLC100
0.0% of portfolio›$15.5K
GK Wealth Management LLC100
0.0% of portfolio›$15.5K
First Bancorp, Inc100
0.0% of portfolio›$15.5K
High Point Wealth Management, LLC100
0.0% of portfolio›$15.5K
Triumph Capital Management100
0.0% of portfolio›$15.5K
Kingdom Financial Group Llc.88
0.0% of portfolio›$13.7K
Thurston, Springer, Miller, Herd & Titak, Inc.81
0.0% of portfolio›$12.5K
Princeton Global Asset Management LLC80
0.0% of portfolio›$12.4K
Nemes Rush Group LLC76
0.0% of portfolio›$11.8K
Wolff Wiese Magana LLC75
0.0% of portfolio›$11.6K
Key FInancial Inc67
0.0% of portfolio›$10.4K
Fortitude Family Office, LLC67
0.0% of portfolio›$10.4K
Harel Insurance Investments & Financial Services Ltd.64
0.0% of portfolio›$10
Quaker Wealth Management, LLC64
0.0% of portfolio›$9.8K
Cornerstone National Bank & Trust Co61
0.0% of portfolio›$9.5K
Pinnacle Wealth Planning Services, Inc.59
0.0% of portfolio›$9.1K
Hilton Head Capital Partners, LLC55
0.0% of portfolio›$8.5K
Transce3nd, LLC54
0.0% of portfolio›$8.4K
Beutel, Goodman & Co Ltd.50
0.0% of portfolio›$7
Rosenberg Matthew Hamilton49
0.0% of portfolio›$7.6K
Southern Michigan Bank & Trust43
0.0% of portfolio›$6.6K
Avion Wealth41
0.0% of portfolio›$6
Country Trust Bank33
0.0% of portfolio›$5.1K
Ascentis Wealth Management, LLC26
0.0% of portfolio›$4.0K
Townsend Asset Management Corp25
0.0% of portfolio›$3.9K
Tradewinds Capital Management, LLC23
0.0% of portfolio›$3.6K
High Note Wealth, LLC23
0.0% of portfolio›$3.6K
JFS Wealth Advisors, LLC22
0.0% of portfolio›$3.4K
Rydar Equities, Inc.22
0.0% of portfolio›$3.4K
Cherry Tree Wealth Management, LLC21
0.0% of portfolio›$3.2K
Latitude Advisors, LLC20
0.0% of portfolio›$3.1K
CX Institutional19
0.0% of portfolio›$3
Root Financial Partners, LLC13
0.0% of portfolio›$2.0K
Barrett & Company, Inc.13
0.0% of portfolio›$2.0K
Next Level Wealth Planning, LLC13
0.0% of portfolio›$2.0K
Cedar Mountain Advisors, LLC10
0.0% of portfolio›$1.5K
Allspring Global Investments Holdings, LLC9
0.0% of portfolio›$1.4K
Bangor Savings Bank9
0.0% of portfolio›$1.4K
Duncker Streett & Co Inc9
0.0% of portfolio›$1.4K
Biltmore Family Office, LLC7
0.0% of portfolio›$1.1K
Mechanics Financial Corp5
0.0% of portfolio›$773
Clayton Financial Group LLC4
0.0% of portfolio›$619
Concord Wealth Partners3
0.0% of portfolio›$464
StyleTurnoverLocationFiled
Capital Asset Advisory Services LLC
322,836$49.9M1.7%ETFLowWilliamston, MI2026-10-30
Meitav Investment House LTD
256,680$39.7M0.3%ETFMediumBene-Beraq, Luxembourg2026-10-28
Commonwealth Equity Services, LLC
202,821$31.4M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
174,184$26.9M0.1%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
170,694$26.4M0.1%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
166,440$25.7M0.0%CoreLowCharlotte, NC2026-10-30
Miramontes Capital, LLC
103,792$16.0M4.8%GrowthVery LowNewport, CA2026-10-19
Searcy Financial Services Inc
103,234$16.0M5.7%ETFLowOverland Park, KS2026-10-07
Assetmark, Inc
101,832$15.7M0.0%ETFLowConcord, CA2026-10-21
Perigon Wealth Management, LLC
74,813$11.6M0.2%GrowthLowSan Francisco, CA2026-10-22
Pachira Investments Inc.
74,207$11.5M3.7%ETFLowDana Point, CA2026-10-14
Valley Wealth Managers, Inc.
70,802$10.9M0.6%GARPMediumParamus, NJ2026-10-09
Hollow Brook Wealth Management LLC
58,400$9.0M1.6%CoreLowKatonah, NY2026-10-29
Madrid Financial Services
49,831$7.7M4.3%ETFHighManhattan Beach, CA2026-11-03
Citigroup Inc
49,636$7.7M0.0%CoreMediumNew York, NY2026-11-04
Detalus Advisors, LLC
48,375$7.5M1.5%ETFLowSt. Louis, MO2026-10-15
CMH Wealth Management LLC
44,823$6.9M1.0%GrowthLowPortsmouth, NH2026-10-22
Systelligence, LLC
43,283$2.3M0.4%ETFHighBloomington, MN2026-11-05
RM Financial Services, LLC
42,977$6.6M5.0%ETFVery LowFalmouth, ME2026-11-03
Artesa Financial Group, LLC
42,103$6.5M5.3%ETFLowConroe, TX2026-10-29
Wedbush Securities Inc
41,512$6.4K0.0%CoreLowPasadena, CA2026-10-22
New England Private Wealth Advisors LLC
39,966$6.2M0.6%ETFVery LowWellesley, MA2026-10-19
Concurrent Investment Advisors, LLC
38,544$6.0M0.0%GrowthMediumTampa, FL2026-10-16
McCollum Christoferson Group LLC
34,467$5.3M1.6%GrowthLowAmherst, NY2026-10-13
Investment Management Corp
33,718$5.2M4.1%ETFMediumRoanoke, VA2026-11-03
WT Wealth Management
33,635$5.2M1.5%ETFMediumScottsdale, AZ2026-10-13
Creative Financial Designs Inc
32,987$5.1M0.2%ETFMediumKokomo, IN2026-11-04
LexAurum Advisors, LLC
32,485$5.0M0.6%ETFLowOverland Park, KS2026-10-19
StoneX Group Inc.
31,305$4.8M0.2%ETFMediumNew York, NY2026-11-03
Park Avenue Securities LLC
29,431$4.6M0.1%ETFMediumNew York, NY2026-10-26
Financial Partners Group, Inc
28,863$4.5M0.5%ETFLowOverland Park, KS2026-10-19
Flagship Harbor Advisors, LLC
28,744$4.4M0.2%ETFMediumBoston, MA2026-10-26
Brookstone Capital Management
28,688$4.4M0.0%ETFMediumWheaton, IL2026-10-22
Capital Advisors, Ltd. LLC
28,331$4.4M2.0%ETFLowShaker Heights, OH2026-10-27
McNaughton Wealth Management, LLC
27,908$4.3M1.5%ETFLowSan Diego, CA2026-10-09
Juncture Wealth Strategies, LLC
27,652$4.3M1.1%ETFLowScottsdale, AZ2026-10-06
Oppenheimer & Co Inc
25,105$3.9M0.0%CoreLowNew York, NY2026-10-26
Schmidt P J Investment Management Inc
24,599$3.8M0.6%GrowthVery LowCedarburg, WI2026-11-02
Turn8 Private Wealth Inc.
24,391$3.8M2.6%GARPMediumPointe Claire, Austria2026-11-05
Diversified Enterprises, LLC
23,893$3.7M0.2%ETFVery LowWilmington, DE2026-10-19
Moneco Advisors, LLC
23,608$3.7M0.2%ETFLowFairfield, CT2026-11-05
Golden State Wealth Management, LLC
23,579$3.6M0.3%ETFMediumSanta Ana, CA2026-11-02
Asset One Wealth Management LLC
21,287$3.3M0.3%GrowthLowBellevue, WA2026-11-02
Independent Financial Group, LLC
20,608$3.2M0.1%GrowthLowSan Diego, CA2026-10-13
Peck Wealth Management, LLC
20,378$3.2M2.7%ETFLowWhite Plains, NY2026-10-29
Focus Financial Network, Inc.
19,989$3.1M0.1%ETFLowMinneapolis, MN2026-10-14
Hazlett, Burt & Watson, Inc.
19,425$1.6M0.9%CoreVery LowWheeling, WV2026-11-04
First Heartland Consultants, Inc.
18,878$2.9M0.2%ETFMediumLake St. Louis, MO2026-10-08
Wealth Enhancement Advisory Services, LLC
18,664$2.9M0.0%CoreLowPlymouth, MN2026-10-13
Kingswood Wealth Advisors, LLC
17,762$2.7M0.1%GrowthLowSan Diego, CA2026-10-23
Spire Wealth Management
17,436$2.7M0.1%GrowthMediumMclean, VA2026-10-30
TD Waterhouse Canada Inc.
16,394$2.5M0.0%CoreLowToronto, Australia2026-10-16
Atria Investments, Inc
15,885$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Meridian Wealth Management, LLC
15,672$2.4M0.1%GrowthLowLexington, KY2026-11-05
Sowell Financial Services LLC
15,430$2.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
American Institute for Advanced Investment Management, LLP
15,385$2.4M1.4%ETFLowScottsdale, AZ2026-11-03
Spectrum Strategic Capital Management, LLC
15,307$2.4M1.2%ETFMediumCorvallis, OR2026-10-22
Ellis Investment Partners, LLC
15,038$2.3M0.3%ETFLowBerwyn, PA2026-10-21
Lido Advisors, LLC
14,695$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Creative Planning
14,591$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Prospera Financial Services Inc
14,566$2.3M0.0%CoreMediumDallas, TX2026-11-04
Sovran Advisors, LLC
14,353$2.3M0.2%ETFMediumSan Diego, CA2026-11-02
Victory Financial Group, LLC
13,723$2.1M0.2%ETFLowAustin, TX2026-10-27
Evolution Wealth Advisors, LLC
13,545$2.1M0.2%ETFLowAventura, FL2026-11-03
Kestra Private Wealth Services, LLC
13,520$2.1M0.0%GrowthLowAustin, TX2026-10-30
Green Ridge Wealth Planning LLC
12,734$2.0M0.8%ETFMediumMontville, NJ2026-10-08
Ashton Thomas Securities, LLC
12,345$1.9M0.2%ETFMediumRochester, NY2026-10-26
HBW Advisory Services LLC
12,056$1.9M0.2%ETFMediumSimi Valley, CA2026-10-15
GFS Advisors, LLC
11,546$1.8M0.2%CoreLowHouston, TX2026-11-03
CoreCap Advisors, LLC
11,342$1.8M0.1%ETFMediumSouthfield, MI2026-10-08
Signal Advisors Wealth, LLC
10,996$1.7M0.1%ETFLowDetroit, MI2026-10-13
International Assets Investment Management, LLC
10,977$1.7M0.1%CoreVery HighOrlando, FL2026-11-02
Wealthcare Advisory Partners LLC
10,680$1.7M0.0%ETFLowWest Chester, PA2026-10-21
Dynamic Advisor Solutions LLC
10,502$1.6M0.0%ETFLowPhoenix, AZ2026-10-13
Keystone Wealth Services, LLC
10,456$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
Avior Wealth Management, LLC
10,105$1.6M0.0%ETFMediumOmaha, NE2026-10-13
First Citizens Bank & Trust Co
10,091$1.6M0.0%CoreMediumRaleigh, NC2026-10-14
Guardian Asset Advisors, LLC
9,886$1.5M0.7%GrowthMediumMechanicsburg, PA2026-10-16
Carter Financial Group, Inc.
9,882$1.5M0.8%GrowthLowBarrington, IL2026-10-21
Stegent Equity Advisors, Inc.
9,535$1.5M1.2%ETFHighHouston, TX2026-10-13
Ayalon Insurance Comp Ltd.
9,477$1.5K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Northbridge Financial Group, LLC
9,455$1.5M0.5%GrowthLowTampa, FL2026-11-05
Carlson Financial, Inc.
9,391$1.5M0.8%GrowthLowCanby, OR2026-11-05
Outlook Wealth Advisors, LLC
8,917$1.4M0.3%ETFMediumShenandoah, TX2026-10-28
BIP Wealth, LLC
8,442$1.3M0.0%ETFMediumAtlanta, GA2026-10-22
ARQ Wealth Advisors, LLC
7,989$1.2M0.1%ETFLowScottsdale, AZ2026-10-29
Accurate Wealth Management, LLC
7,925$1.2M0.1%CoreMediumWesley Chapel, FL2026-10-20
Capital Investment Advisory Services, LLC
7,714$1.2M0.1%CoreMediumRaleigh, NC2026-10-30
WealthPlan Investment Management, LLC
7,570$1.2M0.1%GrowthMediumOmaha, NE2026-10-15
Aprio Wealth Management, LLC
7,466$1.2M0.1%ETFMediumAtlanta, GA2026-10-28
Acropolis Investment Management, LLC
7,457$1.2M0.0%ETFLowSt. Louis, MO2026-10-08
Prime Capital Investment Advisors, LLC
7,267$1.1M0.0%ETFLowOverland Park, KS2026-10-20
McKinley Carter Wealth Services, Inc.
7,185$1.1M0.1%ETFMediumWheeling, WV2026-10-16
City Center Advisors, LLC
6,983$1.1M0.8%ETFMediumTroy, MI2026-10-08
Elm3 Financial Group, LLC
6,981$1.1M0.7%GrowthMediumAlpharetta, GA2026-10-07
Signature Equity Partners, LLC
6,536$1.0M0.4%GrowthMediumColumbus, OH2026-10-29
Bluedoor Private Wealth, LLC
6,497$1.0M0.4%CoreLowBeverly, MA2026-11-05
Lynx Investment Advisory
6,381$986.7K0.3%ETFLowWashington, Dc, DC2026-10-27
Delta Financial Advisors LLC
6,344$980.9K0.2%CoreVery LowMetairie, LA2026-10-27
Lanark Financial, Inc.
6,338$980.0K0.1%CoreMediumBirmingham, AL2026-10-26
Ignite Planners, LLC
6,325$993.2K0.1%CoreLowSan Clemente, CA2026-10-14
Verus Capital Partners, LLC
6,103$943.7K0.0%GrowthLowScottsdale, AZ2026-11-03
Y.D. More Investments Ltd
6,094$942.3K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Pettinga Financial Advisors LLC
6,075$939.3K0.2%ETFMediumEvansville, IN2026-10-13
Total Clarity Wealth Management, Inc.
6,042$934.1K0.2%ETFMediumSt. Charles, IL2026-10-26
Marin Bay Wealth Advisors, LLC
5,984$925.3K0.5%GrowthLowSan Anselmo, CA2026-10-28
Ring Mountain Capital, LLC
5,968$922.8K0.4%GrowthVery LowTiburon, CA2026-10-13
IFP Advisors, Inc
5,899$912.1K0.0%GrowthLowTampa, FL2026-10-16
Cyndeo Wealth Partners, LLC
5,629$870.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Elco Management Co., LLC
5,599$865.7K0.4%CoreLowNew York, NY2026-10-14
Sigma Planning Corp
5,586$863.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
5,565$860.5K0.2%CoreMediumBloomington, IN2026-10-15
Schuylkill Financial LLC
5,432$839.9K0.8%ETFN/AWyomissing, PA2026-10-21
Paragon Private Wealth Management, LLC
4,981$770.2K0.2%GrowthLowLexington, KY2026-10-20
Founders Financial Securities LLC
4,719$729.7K0.0%ETFMediumTowson, MD2026-10-28
XML Financial, LLC
4,719$729.7K0.1%ETFLowBethesda, MD2026-10-29
Csenge Advisory Group
4,679$723.5K0.0%ETFMediumClearwater, FL2026-11-04
Y-Intercept (Hong Kong) Ltd
4,614$713.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Sound Income Strategies, LLC
4,562$699.8K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Prosperity Financial Group, Inc.
4,532$700.8K0.2%GrowthMediumSan Ramon, CA2026-10-29
BigSur Wealth Management LLC
4,500$695.8K0.2%GrowthLowMiami, FL2026-10-13
JBR Co Financial Management Inc
4,444$788.9K0.3%GrowthLowArdmore, OK2026-10-13
OpenArc Corporate Advisory, LLC
4,430$684.9K0.0%GrowthLowAtlanta, GA2026-10-21
HB Wealth Management, LLC
4,397$679.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Armstrong Advisory Group, Inc
4,241$655.7K0.0%ETFHighNeedham, MA2026-10-09
Gerber Kawasaki Wealth & Investment Management
4,190$648.0K0.0%ETFLowSanta Monica, CA2026-10-29
Fortune Financial Group, Inc.
4,023$622.0K0.6%ETFHighNaples, FL2026-10-22
Spinnaker Investment Group, LLC
4,000$618.5K0.1%ETFLowNewport Beach, CA2026-10-13
Blue Zone Wealth Advisors, LLC
3,951$610.9K0.1%MomentumLowLos Angeles, CA2026-10-19
Valley Brook Capital Group, Inc.
3,936$608.6K0.3%GrowthVery LowVenetia, PA2026-10-26
Diversify Advisory Services, LLC
3,786$588.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
3,786$588.0K0.0%GrowthMediumSandy, UT2026-10-20
Mission Wealth Management, LP
3,485$538.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Intesa Sanpaolo Wealth Management
3,436$531.3K0.1%GrowthMediumLuxembourg, Netherlands2026-10-28
Visionary Wealth Advisors
3,341$516.6K0.0%ETFLowO'Fallon, IL2026-11-04
Howard Financial Services, Ltd.
3,266$505.0K0.1%ETFLowDallas, TX2026-10-15
Central Valley Advisors, LLC
3,026$467.9K0.1%CoreLowSacramento, CA2026-10-27
Ascentis Independent Advisors
3,019$466.8K0.0%ETFLowDallas, TX2026-11-03
S&A Financial Services, Inc.
3,006$464.8K0.3%ETFN/AOverland Park, KS2026-11-03
Center For Asset Management LLC
2,611$403.8K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
LVZ, Inc.
2,554$394.9K0.0%ETFLowHolland, MI2026-10-20
Vontobel Holding Ltd.
2,522$390.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Aurora Private Wealth, Inc.
2,462$3810.0%ETFLowRockaway, NJ2026-10-20
Cpwa, LLC
2,426$374.8K0.4%GrowthN/AHood River, OR2026-11-04
Convergence Financial, LLC
2,419$374.0K0.1%ETFMediumColumbia, MO2026-10-27
Advisor OS, LLC
2,393$369.9K0.0%ETFMediumChicago, IL2026-11-03
Integras Partners LLC
2,368$366.1K0.2%CoreLowAlpharetta, GA2026-10-30
Farther Finance Advisors, LLC
2,364$365.5K0.0%IndexLowSan Francisco, CA2026-10-08
Modera Wealth Management, LLC
2,352$363.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Millennium Capital Advisors, LLC
2,300$355.6K0.2%GrowthLowLittle Rock, AR2026-10-16
Curran Financial Partners, LLC
2,194$339.3K0.1%ETFMediumDaniel Island, SC2026-11-04
Citizens Financial Group Inc
2,165$334.8K0.0%GrowthLowProvidence, RI2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
2,145$331.7K0.1%ETFVery LowOverland Park, KS2026-10-13
PFG Advisors
2,141$331.1K0.0%ETFMediumPhoenix, AZ2026-10-16
HCR Wealth Advisors
2,135$330.1K0.0%GrowthLowLos Angeles, CA2026-10-15
Kraft, Davis & Associates, LLC
2,097$328.3K0.1%ETFMediumSt. Louis, MO2026-10-21
Chicago Partners Investment Group LLC
2,082$320.7K0.0%GARPLowChicago, IL2026-10-27
Tempus Wealth Planning, LLC
2,075$320.9K0.1%ETFMediumIrvine, CA2026-10-14
Indivisible Partners
2,061$318.6K0.0%GrowthMediumClearwater, FL2026-10-26
Compass Ion Advisors, LLC
2,051$317.2K0.0%ETFVery LowConshohocken, PA2026-10-23
Integrity Alliance, Llc.
2,047$316.7K0.0%ETFMediumUrbandale, IA2026-10-29
Chapin Davis, Inc.
2,020$312.3K0.1%GrowthHighBaltimore, MD2026-10-09
Advocate Investing Services LLC
2,000$309.2K0.2%ETFLowWoodbine, MD2026-10-26
Pacific Capital Wealth Advisors, Inc.
2,000$309.2K0.0%ETFLowCorona, CA2026-10-22
Choreo, LLC
1,962$303.4K0.0%IndexLowRockford, IL2026-10-28
Partners Wealth Management, LLC
1,958$302.7K0.0%CoreLowCarmel By The Sea, CA2026-10-28
SAX Wealth Advisors, LLC
1,958$302.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Foguth Wealth Management, Llc.
1,951$305.3K0.0%ETFHighBrighton, MI2026-10-19
Auour Investments LLC
1,944$300.6K0.1%ETFLowWoburn, MA2026-10-28
Veracity Capital LLC
1,894$292.9K0.1%GrowthLowAtlanta, GA2026-10-08
Harbor Investment Advisory, LLC
1,868$288.8K0.0%GrowthLowLutherville, MD2026-10-13
Equitable Trust Co
1,827$282.5K0.0%CoreLowNashville, TN2026-10-13
Riggs Asset Managment Co. Inc.
1,813$280.3K0.1%GrowthMediumDallas, PA2026-11-05
Apollon Wealth Management, LLC
1,803$278.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Rhodes Investment Advisors Inc
1,800$278.3K0.2%CoreMediumFort Worth, TX2026-10-07
Meridian Financial Advisors, LLC
1,800$278.3K0.1%ETFVery LowHolliston, MA2026-10-14
Cypress Wealth Services, LLC
1,771$270.7K0.0%ETFLowPalm Desert, CA2026-10-21
Sard Wealth Management Group, LLC
1,768$273.4K0.1%ETFVery LowAtlanta, GA2026-10-16
Davenport & Co LLC
1,746$270.0K0.0%CoreMediumRichmond, VA2026-10-14
PKS Advisory Services, LLC
1,727$305.3K0.0%ETFMediumAlbany, NY2026-10-26
Annex Advisory Services, LLC
1,716$265.3K0.0%GrowthHighBrookfield, WI2026-10-16
Relyea Zuckerberg Hanson LLC
1,701$263.1K0.0%ETFLowStamford, CT2026-10-20
Cape Investment Advisory, Inc.
1,684$260.4K0.1%ETFLowMcdonough, GA2026-10-13
SeaBridge Investment Advisors LLC
1,669$258.1K0.0%GrowthMediumSummit, NJ2026-11-02
Lebenthal Global Advisors, LLC
1,640$253.6K0.0%ETFMediumHauppauge, NY2026-10-28
Ascent Group, LLC
1,638$253.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Cathy Pareto & Associates, Inc
1,636$253.0K0.1%ETFLowCoral Gables, FL2026-10-15
VVR Holdings LLC
1,538$237.8K0.1%ETFMediumBellingham, WA2026-10-19
Brighton Jones LLC
1,522$235.3K0.0%CoreVery LowSeattle, WA2026-11-03
Venture Visionary Partners LLC
1,450$224.2K0.0%CoreLowSylvania, OH2026-10-07
Tempo Wealth, LLC
1,420$219.6K0.0%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
1,420$219.6K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Principle Wealth Partners LLC
1,410$218.0K0.0%CoreVery LowMadison, CT2026-11-02
Strategic Advisors LLC
1,349$208.6K0.0%GrowthLowNew York, NY2026-10-13
Ridgeline Wealth Planning, LLC
1,342$207.6K0.1%ETFLowCenterville, OH2026-10-29
United Asset Strategies, Inc.
1,340$207.2K0.0%GrowthLowGarden City, NY2026-10-28
Kwmg, LLC
1,310$202.6K0.0%ETFVery LowOverland Park, KS2026-10-07
Beacon Financial Planning, Inc
1,297$200.5K0.1%ETFVery LowHyannis, MA2026-11-04
Avaii Wealth Management, LLC
1,288$200.5K0.1%ETFMediumAppleton, WI2026-10-09
Silver Grove Financial Group, Inc.
1,239$191.6K0.1%CoreMediumOrchard Park, NY2026-11-05
Elevation Wealth Partners, LLC
1,140$176.2K0.0%ETFLowWalnut Creek, CA2026-10-07
First Premier Bank
1,100$1700.0%CoreVery LowSioux Falls, SD2026-10-13
Blue Trust, Inc.
1,027$158.8K0.0%ETFLowBrentwood, TN2026-10-15
SYM Financial Corp
1,015$156.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Compagnie Lombard Odier SCmA
1,000$154.6K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Livelsberger Financial Advisory
952$147.1K0.8%YieldVery LowAshland, OH2026-10-28
Union Bancaire Privee, UBP SA
940$146.6K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Private Trust Co NA
933$144.3K0.0%CoreLowCleveland, OH2026-10-20
EverSource Wealth Advisors, LLC
913$141.1K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
862$133.3K0.0%IndexLowAtlanta, GA2026-10-23
Activest Wealth Management
811$125.3K0.0%ETFLowAventura, FL2026-10-15
IFS Advisors, LLC
797$123.4K0.0%ETFLowOverland Park, KS2026-10-14
Cassaday & Co Wealth Management LLC
689$106.6K0.0%ETFVery LowMclean, VA2026-10-27
Wilmington Savings Fund Society, FSB
683$105.6K0.0%CoreLowWilmington, DE2026-10-23
Atlantic Edge Private Wealth Management, LLC
645$99.7K0.0%CoreLowJacksonville, FL2026-10-20
Plante Moran Financial Advisors, LLC
635$98.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Reap Financial Group, LLC
629$97.3K0.0%ETFLowAustin, TX2026-11-02
North Star Investment Management Corp.
565$87.4K0.0%CoreLowChicago, IL2026-10-27
Evermay Wealth Management LLC
512$79.2K0.0%ETFLowArlington, VA2026-11-05
Ashton Thomas Private Wealth, LLC
507$78.4K0.0%CoreMediumScottsdale, AZ2026-11-03
GHP Investment Advisors, Inc.
501$77.5K0.0%CoreVery LowDenver, CO2026-10-15
Westside Investment Management, Inc.
500$77.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Parallel Advisors, LLC
486$75.2K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
425$65.7K0.0%IndexVery LowFoster City, CA2026-10-08
Abound Wealth Management
408$63.1K0.0%ETFVery LowFranklin, TN2026-10-26
Eastern Bank
400$61.8K0.0%GrowthMediumBoston, MA2026-10-05
Adirondack Trust Co
400$61.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Harbor Asset Planning, Inc.
398$61.5K0.0%ETFVery LowBelmont, MA2026-10-23
J.Safra Asset Management Corp
392$60.6K0.0%ETFLowNew York, NY2026-11-03
Blueline Advisors LLC
367$56.7K0.0%ETFLowExeter, NH2026-10-15
Simplex Trading, LLC
329$50.9K0.0%CoreVery HighChicago, IL2026-11-04
Register Financial Advisors LLC
327$50.6K0.0%GARPLowAtlanta, GA2026-10-23
Glass Jacobson Investment Advisors llc
311$48.1K0.0%ETFLowOwings Mills, MD2026-10-26
Nfsg Corp
301$46.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Oakworth Capital, Inc.
300$46.4K0.0%ETFLowBirmingham, AL2026-10-26
DecisionPoint Financial, LLC
294$45.7K0.0%ETFVery LowMesa, AZ2026-10-27
AlphaCore Capital LLC
287$44.3K0.0%ETFLowLa Jolla, CA2026-11-04
Bokf, NA
281$43.4K0.0%CoreLowTulsa, OK2026-10-27
Provenance Wealth Advisors, LLC
236$36.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Owl Creek Wealth Partners LLC
218$33.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Larson Financial Group LLC
216$33.5K0.0%GrowthLowSt Louis, MO2026-11-05
Birchbrook, Inc.
205$31.7K0.0%ETFLowBangor, ME2026-10-14
Evolution Wealth Management Inc.
180$27.8K0.0%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
142$22.0K0.0%ETFN/AOcean City, MD2026-11-03
Quest 10 Wealth Builders, Inc.
135$20.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Versant Capital Management, Inc
135$20.9K0.0%GARPLowPhoenix, AZ2026-10-02
Eukles Asset Management
128$19.8K0.0%CoreLowCincinnati, OH2026-11-04
Rossby Financial, LCC
120$18.6K0.0%ETFMediumMelbourne, FL2026-11-05
City Holding Co
115$17.8K0.0%CoreLowCharleston, WV2026-10-19
Beacon Investment Advisory Services, Inc.
111$17.2K0.0%GrowthLowMorristown, NJ2026-10-13
Trust Co of Vermont
109$16.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Community Financial Services Group, LLC
101$15.7K0.0%GrowthLowNewport, VT2026-10-15
EPG Wealth Management LLC
101$15.6K0.0%GrowthLowAtlanta, GA2026-11-03
Torren Management, LLC
100$15.5K0.0%ETFMediumSan Diego, CA2026-10-29
GK Wealth Management LLC
100$15.5K0.0%GARPVery HighReno, NV2026-10-09
First Bancorp, Inc
100$15.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
High Point Wealth Management, LLC
100$15.5K0.0%ETFLowChester, NJ2026-11-05
Triumph Capital Management
100$15.5K0.0%ETFMediumDenver, CO2026-10-14
Kingdom Financial Group Llc.
88$13.7K0.0%ETFMediumPeoria, AZ2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
81$12.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Princeton Global Asset Management LLC
80$12.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Nemes Rush Group LLC
76$11.8K0.0%CoreVery LowNovi, MI2026-11-04
Wolff Wiese Magana LLC
75$11.6K0.0%GrowthLowCarslbad, CA2026-10-15
Key FInancial Inc
67$10.4K0.0%ETFLowWest Chester, PA2026-11-02
Fortitude Family Office, LLC
67$10.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Harel Insurance Investments & Financial Services Ltd.
64$100.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Quaker Wealth Management, LLC
64$9.8K0.0%ETFMediumMoorestown, NJ2026-10-22
Cornerstone National Bank & Trust Co
61$9.5K0.0%ETFMediumPalatine, IL2026-10-20
Pinnacle Wealth Planning Services, Inc.
59$9.1K0.0%GARPLowMansfield, OH2026-10-27
Hilton Head Capital Partners, LLC
55$8.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Transce3nd, LLC
54$8.4K0.0%GrowthLowBuda, TX2026-10-26
Beutel, Goodman & Co Ltd.
50$70.0%ValueMediumToronto, Australia2026-11-04
Rosenberg Matthew Hamilton
49$7.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Southern Michigan Bank & Trust
43$6.6K0.0%ETFLowColdwater, MI2026-10-19
Avion Wealth
41$60.0%ETFLowThe Woodlands, TX2026-11-04
Country Trust Bank
33$5.1K0.0%GrowthLowBloomington, IL2026-10-30
Ascentis Wealth Management, LLC
26$4.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Townsend Asset Management Corp
25$3.9K0.0%CoreLowRaleigh, NC2026-10-29
Tradewinds Capital Management, LLC
23$3.6K0.0%ETFVery HighBellingham, WA2026-10-23
High Note Wealth, LLC
23$3.6K0.0%ETFVery LowDeephaven, MN2026-10-27
JFS Wealth Advisors, LLC
22$3.4K0.0%ETFVery LowHermitage, PA2026-11-03
Rydar Equities, Inc.
22$3.4K0.0%CoreVery LowWeatherford, TX2026-10-13
Cherry Tree Wealth Management, LLC
21$3.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Latitude Advisors, LLC
20$3.1K0.0%ETFLowYorkville, IL2026-10-27
CX Institutional
19$30.0%CoreMediumAuburn, IN2026-10-02
Root Financial Partners, LLC
13$2.0K0.0%ETFMediumEncinitas, CA2026-10-21
Barrett & Company, Inc.
13$2.0K0.0%ETFLowProvidence, RI2026-10-22
Next Level Wealth Planning, LLC
13$2.0K0.0%ETFVery LowMeridian, ID2026-10-29
Cedar Mountain Advisors, LLC
10$1.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Allspring Global Investments Holdings, LLC
9$1.4K0.0%CoreMediumCharlotte, NC2026-11-04
Bangor Savings Bank
9$1.4K0.0%ETFLowBangor, ME2026-10-06
Duncker Streett & Co Inc
9$1.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Biltmore Family Office, LLC
7$1.1K0.0%GrowthLowCharlotte, NC2026-11-03
Mechanics Financial Corp
5$7730.0%CoreVery LowMansfield, OH2026-11-05
Clayton Financial Group LLC
4$6190.0%ETFLowSt. Louis, MO2026-10-13
Concord Wealth Partners
3$4640.0%GrowthLowAbingdon, VA2026-11-02