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Invesco Water Resources ETF (PHO)

CUSIP: 46137V142 | NYSE | 946 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Perigon Wealth Management, LLC481,251
0.5% of portfolio›$32.6M
Atria Investments, Inc464,792
0.3% of portfolio›$31.5M
Prism Advisors, Inc.176,546
3.0% of portfolio›$12.0M
Commonwealth Equity Services, LLC138,654
0.0% of portfolio›$9.4M
D.A. Davidson & Co.104,704
0.0% of portfolio›$7.1M
Sage Capital Management, LLC96,522
2.5% of portfolio›$6.5M
Allstreet Capital Advisors LLC77,669
3.5% of portfolio›$5.3M
Kestra Advisory Services, LLC73,608
0.0% of portfolio›$5.0M
WealthSpring Partners, LLC73,077
5.2% of portfolio›$5.0M
Creative Planning65,485
0.0% of portfolio›$4.4M
Avior Wealth Management, LLC56,814
0.1% of portfolio›$3.9M
IFP Advisors, Inc56,614
0.1% of portfolio›$3.8M
Raab & Moskowitz Asset Management LLC56,433
0.8% of portfolio›$3.8M
Verity Asset Management, Inc.33,390
0.9% of portfolio›$2.3M
Chicago Partners Investment Group LLC32,019
0.0% of portfolio›$2.3M
SeaCrest Wealth Management, LLC31,466
0.2% of portfolio›$2.1M
Rockingstone Advisors LLC30,899
0.8% of portfolio›$2.1M
Parsons Capital Management Inc28,117
0.1% of portfolio›$1.9M
Curbstone Financial Management Corp25,450
0.3% of portfolio›$1.7M
Trust Co25,075
0.1% of portfolio›$1.7M
Silverlake Wealth Management LLC20,584
0.3% of portfolio›$1.4M
Bond & Devick Financial Network, Inc.19,646
0.3% of portfolio›$1.3M
Weatherly Asset Management L. P.18,897
0.1% of portfolio›$1.3M
Secure Asset Management, LLC16,828
0.2% of portfolio›$1.1M
American Institute for Advanced Investment Management, LLP16,805
0.7% of portfolio›$1.1M
Oppenheimer & Co Inc16,734
0.0% of portfolio›$1.1M
Concurrent Investment Advisors, LLC16,585
0.0% of portfolio›$1.1M
AlphaCore Capital LLC16,343
0.0% of portfolio›$1.1M
Gouws Capital LLC16,000
0.5% of portfolio›$1.1M
Dynamic Advisor Solutions LLC15,396
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.15,252
0.0% of portfolio›$1.0M
Spire Wealth Management14,754
0.0% of portfolio›$1.0M
Apollon Wealth Management, LLC14,626
0.0% of portfolio›$992.1K
FSM Wealth Advisors, LLC14,199
0.1% of portfolio›$973.9K
Wealthcare Advisory Partners LLC13,871
0.0% of portfolio›$940.9K
Truist Financial Corp12,676
0.0% of portfolio›$859.8K
LexAurum Advisors, LLC12,325
0.1% of portfolio›$836.0K
Altfest L J & Co Inc11,981
0.1% of portfolio›$812.7K
First City Capital Management, Inc.11,335
0.4% of portfolio›$768.9K
Equitable Trust Co11,010
0.0% of portfolio›$746.8K
Beam Wealth Advisors, Inc.11,006
0.2% of portfolio›$746.5K
NTV Asset Management LLC11,000
0.1% of portfolio›$746.1K
Ascentis Independent Advisors10,168
0.0% of portfolio›$690.0K
Wealth Enhancement Advisory Services, LLC9,462
0.0% of portfolio›$644.9K
Independent Financial Group, LLC9,407
0.0% of portfolio›$638.1K
Choreo, LLC9,330
0.0% of portfolio›$632.9K
Lynx Investment Advisory9,094
0.2% of portfolio›$616.8K
Crestwood Advisors Group, LLC8,985
0.0% of portfolio›$609.5K
Flagship Harbor Advisors, LLC8,652
0.0% of portfolio›$586.8K
Retirement Planning Co of New England, Inc.8,425
0.2% of portfolio›$571.5K
Welch & Forbes LLC8,100
0.0% of portfolio›$549.4K
Farther Finance Advisors, LLC8,025
0.0% of portfolio›$544.3K
Gerber, LLC7,835
0.2% of portfolio›$531.4K
International Assets Investment Management, LLC7,784
0.0% of portfolio›$527.5K
Lpwm LLC7,408
0.1% of portfolio›$502.5K
SS&H Financial Advisors, Inc.7,200
0.3% of portfolio›$488.0K
Howard Capital Management Group, LLC7,121
0.0% of portfolio›$483.1K
Beese Fulmer Investment Management, Inc.7,100
0.0% of portfolio›$481.6K
Kingswood Wealth Advisors, LLC6,363
0.0% of portfolio›$431.6K
Ferguson Wellman Capital Management, Inc6,132
0.0% of portfolio›$415.9K
Walkner Condon Financial Advisors LLC6,062
0.0% of portfolio›$411.2K
North Star Investment Management Corp.5,922
0.0% of portfolio›$401.7K
StoneX Group Inc.5,860
0.0% of portfolio›$403.9K
Sugar Maple Asset Management, LLC5,750
0.2% of portfolio›$390.0K
Graves Light Lenhart Wealth, Inc.5,701
0.0% of portfolio›$386.7K
Venture Visionary Partners LLC5,428
0.0% of portfolio›$368.2K
Ejmk Ventures LLC5,418
0.2% of portfolio›$367.5K
LJI Wealth Management, LLC5,240
0.0% of portfolio›$355.4K
Signature Estate & Investment Advisors LLC5,153
0.0% of portfolio›$349.6K
Paragon Capital Management Ltd4,987
0.1% of portfolio›$338.3K
TD Waterhouse Canada Inc.4,878
0.0% of portfolio›$331.0K
Parkside Financial Bank & Trust4,750
0.0% of portfolio›$322.2K
Tritonpoint Wealth, LLC4,708
0.0% of portfolio›$319.3K
Lyell Wealth Management, LP4,468
0.0% of portfolio›$303.1K
Wedbush Securities Inc4,444
0.0% of portfolio›$301
Mechanics Bank Trust Department4,400
0.0% of portfolio›$298.5K
Parallel Advisors, LLC4,323
0.0% of portfolio›$293.2K
WealthBridge Capital Management, LLC4,314
0.1% of portfolio›$292.6K
HB Wealth Management, LLC4,161
0.0% of portfolio›$282.2K
Buckhead Capital Management LLC4,000
0.1% of portfolio›$271.3K
John G Ullman & Associates Inc3,920
0.0% of portfolio›$265.9K
Vise Technologies, Inc.3,716
0.0% of portfolio›$252.1K
Modera Wealth Management, LLC3,697
0.0% of portfolio›$250.8K
Ledyard National Bank3,632
0.0% of portfolio›$246.4K
Daymark Wealth Partners, LLC3,500
0.0% of portfolio›$237.4K
Pinnacle Wealth Management Group, Inc.3,500
0.1% of portfolio›$237.4K
Traphagen Investment Advisors LLC3,419
0.0% of portfolio›$231.9K
Chemistry Wealth Management LLC3,261
0.0% of portfolio›$221.2K
Indivisible Partners3,224
0.0% of portfolio›$218.7K
Wealth Enhancement Trust Services, Inc.3,216
0.0% of portfolio›$218.1K
Three Magnolias Financial Advisors, LLC3,200
0.1% of portfolio›$217.1K
Keybank National Association3,100
0.0% of portfolio›$210.3K
Winter & Associates, Inc.3,065
0.2% of portfolio›$215.9K
Autumn Glory Partners, LLC3,047
0.1% of portfolio›$206.7K
JFS Wealth Advisors, LLC3,035
0.0% of portfolio›$205.9K
Relyea Zuckerberg Hanson LLC2,981
0.0% of portfolio›$202.2K
Winthrop Advisory Group LLC2,969
0.0% of portfolio›$201.4K
Diversify Advisory Services, LLC2,877
0.0% of portfolio›$201.9K
Diversify Wealth Management, LLC2,877
0.0% of portfolio›$201.9K
Transce3nd, LLC2,632
0.2% of portfolio›$186.5K
Lanark Financial, Inc.2,377
0.0% of portfolio›$161.2K
First United Bank & Trust2,260
0.0% of portfolio›$153.3K
Westside Investment Management, Inc.2,218
0.0% of portfolio›$150.5K
Bangor Savings Bank2,128
0.0% of portfolio›$144.3K
Creative Financial Designs Inc1,987
0.0% of portfolio›$134.8K
Capital Investment Advisory Services, LLC1,783
0.0% of portfolio›$121.0K
TFC Financial Management, Inc.1,778
0.0% of portfolio›$120.6K
Assetmark, Inc1,574
0.0% of portfolio›$106.8K
Bokf, NA1,410
0.0% of portfolio›$95.6K
Pacific Center for Financial Services1,345
0.0% of portfolio›$91.2K
Trust Co of Vermont1,200
0.0% of portfolio›$81.4K
Chilton Capital Management LLC1,165
0.0% of portfolio›$79.0K
Cherry Tree Wealth Management, LLC1,002
0.0% of portfolio›$68.0K
Axiom Investment Management LLC1,000
0.1% of portfolio›$67.8K
Washington Trust Advisors, Inc.980
0.0% of portfolio›$66.5K
Townsend Asset Management Corp951
0.0% of portfolio›$64.5K
John Boyer, Inc.922
0.0% of portfolio›$62.5K
Smallwood Wealth Investment Management, LLC890
0.0% of portfolio›$60.4K
Edgemoor Investment Advisors, Inc.819
0.0% of portfolio›$55.6K
DecisionPoint Financial, LLC800
0.0% of portfolio›$54.2K
Legacy Bridge, LLC710
0.0% of portfolio›$48.2K
Manchester Capital Management LLC631
0.0% of portfolio›$42.8K
Jnba Financial Advisors622
0.0% of portfolio›$42.2K
Next Level Wealth Planning, LLC580
0.0% of portfolio›$39.3K
Biltmore Family Office, LLC550
0.0% of portfolio›$37.3K
Wilmington Savings Fund Society, FSB500
0.0% of portfolio›$33.9K
City Holding Co500
0.0% of portfolio›$33.9K
Hazlett, Burt & Watson, Inc.491
0.0% of portfolio›$34
First Horizon Corp460
0.0% of portfolio›$31.2K
Strengthening Families & Communities, LLC450
0.0% of portfolio›$30.5K
Breakwater Investment Management424
0.0% of portfolio›$28.8K
Gamma Investing LLC407
0.0% of portfolio›$27.6K
Eastern Bank400
0.0% of portfolio›$27.1K
Redwood Park Advisors LLC387
0.0% of portfolio›$26.3K
Ashton Thomas Private Wealth, LLC366
0.0% of portfolio›$24.8K
GHP Investment Advisors, Inc.355
0.0% of portfolio›$24.1K
Piscataqua Savings Bank350
0.0% of portfolio›$23.7K
Dhjj Financial Advisors, Ltd.276
0.0% of portfolio›$18.7K
New England Capital Financial Advisors LLC275
0.0% of portfolio›$18.6K
Kennebec Savings Bank270
0.0% of portfolio›$18.3K
Abound Wealth Management264
0.0% of portfolio›$17.9K
Flagship Wealth Advisors, LLC256
0.0% of portfolio›$17.3K
Angeles Wealth Management, LLC222
0.0% of portfolio›$15.0K
Golden State Wealth Management, LLC221
0.0% of portfolio›$15.0K
Capital Advisors, Ltd. LLC215
0.0% of portfolio›$15
Loring Wolcott & Coolidge Fiduciary Advisors LLP206
0.0% of portfolio›$14.0K
Portfolio Resources Advisor Group, Inc.200
0.0% of portfolio›$13.6K
Compass Financial Management LLC200
0.0% of portfolio›$13.6K
Center for Financial Planning, Inc.200
0.0% of portfolio›$13.6K
DeDora Capital, Inc.195
0.0% of portfolio›$13.2K
Costello Asset Management, Inc147
0.0% of portfolio›$10.0K
Private Trust Co NA145
0.0% of portfolio›$9.8K
Armstrong Advisory Group, Inc137
0.0% of portfolio›$9.3K
Simplex Trading, LLC136
0.0% of portfolio›$9.2K
Western Pacific Wealth Management, LP101
0.0% of portfolio›$6.8K
Murphy & Mullick Capital Management Corp100
0.0% of portfolio›$6.8K
Clayton Financial Group LLC100
0.0% of portfolio›$6.8K
Horizons Wealth Management100
0.0% of portfolio›$6.8K
Trust Co of Toledo NA100
0.0% of portfolio›$6.8K
Mather Group, Llc.93
0.0% of portfolio›$6.3K
Cape Investment Advisory, Inc.75
0.0% of portfolio›$5.1K
Tradewinds Capital Management, LLC46
0.0% of portfolio›$3.1K
Albion Financial Group41
0.0% of portfolio›$2.8K
Harbor Investment Advisory, LLC40
0.0% of portfolio›$2.7K
Allspring Global Investments Holdings, LLC28
0.0% of portfolio›$1.9K
Putney Financial Group LLC27
0.0% of portfolio›$1.8K
Capital Investment Counsel, Inc25
0.0% of portfolio›$1.7K
Cassaday & Co Wealth Management LLC12
0.0% of portfolio›$814
Weaver Capital Management LLC1
0.0% of portfolio›$95
Valley National Advisers Inc0
0.0% of portfolio›$6
Fairman Group, LLC0
0.0% of portfolio›$16
StyleTurnoverLocationFiled
Perigon Wealth Management, LLC
481,251$32.6M0.5%GrowthLowSan Francisco, CA2026-10-22
Atria Investments, Inc
464,792$31.5M0.3%CoreMediumCharlotte, NC2026-10-15
Prism Advisors, Inc.
176,546$12.0M3.0%ETFMediumStudio City, CA2026-10-09
Commonwealth Equity Services, LLC
138,654$9.4M0.0%ETFLowWaltham, MA2026-11-02
D.A. Davidson & Co.
104,704$7.1M0.0%CoreLowGreat Falls, MT2026-10-28
Sage Capital Management, LLC
96,522$6.5M2.5%ETFLowStockton, NJ2026-10-20
Allstreet Capital Advisors LLC
77,669$5.3M3.5%ETFVery LowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
73,608$5.0M0.0%CoreLowAustin, TX2026-11-02
WealthSpring Partners, LLC
73,077$5.0M5.2%ETFLowLong Beach, CA2026-10-14
Creative Planning
65,485$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Avior Wealth Management, LLC
56,814$3.9M0.1%ETFMediumOmaha, NE2026-10-13
IFP Advisors, Inc
56,614$3.8M0.1%GrowthLowTampa, FL2026-10-16
Raab & Moskowitz Asset Management LLC
56,433$3.8M0.8%CoreLowChatham, NJ2026-11-02
Verity Asset Management, Inc.
33,390$2.3M0.9%CoreMediumDurham, NC2026-10-30
Chicago Partners Investment Group LLC
32,019$2.3M0.0%GARPLowChicago, IL2026-10-27
SeaCrest Wealth Management, LLC
31,466$2.1M0.2%GrowthLowPurchase, NY2026-10-21
Rockingstone Advisors LLC
30,899$2.1M0.8%GrowthLowGreat Barrington, MA2026-10-16
Parsons Capital Management Inc
28,117$1.9M0.1%CoreLowProvidence, RI2026-10-28
Curbstone Financial Management Corp
25,450$1.7M0.3%CoreLowManchester, NH2026-10-21
Trust Co
25,075$1.7M0.1%ETFVery LowManhattan, KS2026-10-09
Silverlake Wealth Management LLC
20,584$1.4M0.3%ETFLowWilliston, VT2026-10-21
Bond & Devick Financial Network, Inc.
19,646$1.3M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Weatherly Asset Management L. P.
18,897$1.3M0.1%GrowthVery LowDel Mar, CA2026-10-20
Secure Asset Management, LLC
16,828$1.1M0.2%GrowthMediumTroy, MI2026-10-19
American Institute for Advanced Investment Management, LLP
16,805$1.1M0.7%ETFLowScottsdale, AZ2026-11-03
Oppenheimer & Co Inc
16,734$1.1M0.0%CoreLowNew York, NY2026-10-26
Concurrent Investment Advisors, LLC
16,585$1.1M0.0%GrowthMediumTampa, FL2026-10-16
AlphaCore Capital LLC
16,343$1.1M0.0%ETFLowLa Jolla, CA2026-11-04
Gouws Capital LLC
16,000$1.1M0.5%GrowthVery LowCharlotte, NC2026-10-09
Dynamic Advisor Solutions LLC
15,396$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
Cambridge Investment Research Advisors, Inc.
15,252$1.0M0.0%ETFLowFairfield, IA2026-11-02
Spire Wealth Management
14,754$1.0M0.0%GrowthMediumMclean, VA2026-10-30
Apollon Wealth Management, LLC
14,626$992.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
FSM Wealth Advisors, LLC
14,199$973.9K0.1%ETFLowCleveland, OH2026-10-27
Wealthcare Advisory Partners LLC
13,871$940.9K0.0%ETFLowWest Chester, PA2026-10-21
Truist Financial Corp
12,676$859.8K0.0%CoreLowCharlotte, NC2026-10-30
LexAurum Advisors, LLC
12,325$836.0K0.1%ETFLowOverland Park, KS2026-10-19
Altfest L J & Co Inc
11,981$812.7K0.1%ETFHighNew York, NY2026-10-27
First City Capital Management, Inc.
11,335$768.9K0.4%CoreLowSavannah, GA2026-10-27
Equitable Trust Co
11,010$746.8K0.0%CoreLowNashville, TN2026-10-13
Beam Wealth Advisors, Inc.
11,006$746.5K0.2%ETFMediumCovington, LA2026-11-03
NTV Asset Management LLC
11,000$746.1K0.1%GrowthLowCharleston, WV2026-10-23
Ascentis Independent Advisors
10,168$690.0K0.0%ETFLowDallas, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
9,462$644.9K0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
9,407$638.1K0.0%GrowthLowSan Diego, CA2026-10-13
Choreo, LLC
9,330$632.9K0.0%IndexLowRockford, IL2026-10-28
Lynx Investment Advisory
9,094$616.8K0.2%ETFLowWashington, Dc, DC2026-10-27
Crestwood Advisors Group, LLC
8,985$609.5K0.0%GrowthLowBoston, MA2026-10-27
Flagship Harbor Advisors, LLC
8,652$586.8K0.0%ETFMediumBoston, MA2026-10-26
Retirement Planning Co of New England, Inc.
8,425$571.5K0.2%CoreLowWarwick, RI2026-10-15
Welch & Forbes LLC
8,100$549.4K0.0%CoreVery LowBoston, MA2026-11-04
Farther Finance Advisors, LLC
8,025$544.3K0.0%IndexLowSan Francisco, CA2026-10-08
Gerber, LLC
7,835$531.4K0.2%ETFLowColumbus, OH2026-10-21
International Assets Investment Management, LLC
7,784$527.5K0.0%CoreVery HighOrlando, FL2026-11-02
Lpwm LLC
7,408$502.5K0.1%ETFMediumMinneapolis, MN2026-10-20
SS&H Financial Advisors, Inc.
7,200$488.0K0.3%CoreVery LowTroy, MI2026-10-28
Howard Capital Management Group, LLC
7,121$483.1K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Beese Fulmer Investment Management, Inc.
7,100$481.6K0.0%CoreLowCanton, OH2026-10-23
Kingswood Wealth Advisors, LLC
6,363$431.6K0.0%GrowthLowSan Diego, CA2026-10-23
Ferguson Wellman Capital Management, Inc
6,132$415.9K0.0%CoreLowPortland, OR2026-10-05
Walkner Condon Financial Advisors LLC
6,062$411.2K0.0%ETFLowVerona, WI2026-11-02
North Star Investment Management Corp.
5,922$401.7K0.0%CoreLowChicago, IL2026-10-27
StoneX Group Inc.
5,860$403.9K0.0%ETFMediumNew York, NY2026-11-03
Sugar Maple Asset Management, LLC
5,750$390.0K0.2%ETFMediumSister Bay, WI2026-10-13
Graves Light Lenhart Wealth, Inc.
5,701$386.7K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Venture Visionary Partners LLC
5,428$368.2K0.0%CoreLowSylvania, OH2026-10-07
Ejmk Ventures LLC
5,418$367.5K0.2%GrowthMediumItasca, IL2026-10-21
LJI Wealth Management, LLC
5,240$355.4K0.0%ETFLowIndianapolis, IN2026-10-28
Signature Estate & Investment Advisors LLC
5,153$349.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Paragon Capital Management Ltd
4,987$338.3K0.1%CoreVery LowDenver, CO2026-10-09
TD Waterhouse Canada Inc.
4,878$331.0K0.0%CoreLowToronto, Australia2026-10-16
Parkside Financial Bank & Trust
4,750$322.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tritonpoint Wealth, LLC
4,708$319.3K0.0%CoreLowChevy Chase, MD2026-10-19
Lyell Wealth Management, LP
4,468$303.1K0.0%GrowthLowMenlo Park, CA2026-10-30
Wedbush Securities Inc
4,444$3010.0%CoreLowPasadena, CA2026-10-22
Mechanics Bank Trust Department
4,400$298.5K0.0%CoreLowWalnut Creek, CA2026-10-13
Parallel Advisors, LLC
4,323$293.2K0.0%IndexLowSan Francisco, CA2026-11-03
WealthBridge Capital Management, LLC
4,314$292.6K0.1%ETFLowWesterville, OH2026-10-16
HB Wealth Management, LLC
4,161$282.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Buckhead Capital Management LLC
4,000$271.3K0.1%CoreLowAtlanta, GA2026-11-03
John G Ullman & Associates Inc
3,920$265.9K0.0%CoreLowCorning, NY2026-11-04
Vise Technologies, Inc.
3,716$252.1K0.0%IndexLowNew York, NY2026-10-29
Modera Wealth Management, LLC
3,697$250.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Ledyard National Bank
3,632$246.4K0.0%CoreLowHanover, NH2026-10-21
Daymark Wealth Partners, LLC
3,500$237.4K0.0%CoreLowCincinnati, OH2026-11-04
Pinnacle Wealth Management Group, Inc.
3,500$237.4K0.1%ETFMediumPlymouth, MI2026-10-15
Traphagen Investment Advisors LLC
3,419$231.9K0.0%ETFLowOradell, NJ2026-10-14
Chemistry Wealth Management LLC
3,261$221.2K0.0%CoreLowNew York, NY2026-10-16
Indivisible Partners
3,224$218.7K0.0%GrowthMediumClearwater, FL2026-10-26
Wealth Enhancement Trust Services, Inc.
3,216$218.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Three Magnolias Financial Advisors, LLC
3,200$217.1K0.1%ETFLowWinston-Salem, NC2026-10-14
Keybank National Association
3,100$210.3K0.0%CoreLowBrooklyn, OH2026-11-04
Winter & Associates, Inc.
3,065$215.9K0.2%ETFMediumSt. Paul, MN2026-10-23
Autumn Glory Partners, LLC
3,047$206.7K0.1%CoreMediumDallas, TX2026-10-26
JFS Wealth Advisors, LLC
3,035$205.9K0.0%ETFVery LowHermitage, PA2026-11-03
Relyea Zuckerberg Hanson LLC
2,981$202.2K0.0%ETFLowStamford, CT2026-10-20
Winthrop Advisory Group LLC
2,969$201.4K0.0%ETFVery LowBoston, MA2026-10-22
Diversify Advisory Services, LLC
2,877$201.9K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
2,877$201.9K0.0%GrowthMediumSandy, UT2026-10-20
Transce3nd, LLC
2,632$186.5K0.2%GrowthLowBuda, TX2026-10-26
Lanark Financial, Inc.
2,377$161.2K0.0%CoreMediumBirmingham, AL2026-10-26
First United Bank & Trust
2,260$153.3K0.0%CoreLowOakland, MD2026-10-22
Westside Investment Management, Inc.
2,218$150.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Bangor Savings Bank
2,128$144.3K0.0%ETFLowBangor, ME2026-10-06
Creative Financial Designs Inc
1,987$134.8K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
1,783$121.0K0.0%CoreMediumRaleigh, NC2026-10-30
TFC Financial Management, Inc.
1,778$120.6K0.0%ETFVery LowBoston, MA2026-10-26
Assetmark, Inc
1,574$106.8K0.0%ETFLowConcord, CA2026-10-21
Bokf, NA
1,410$95.6K0.0%CoreLowTulsa, OK2026-10-27
Pacific Center for Financial Services
1,345$91.2K0.0%ETFMediumDanville, CA2026-10-15
Trust Co of Vermont
1,200$81.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Chilton Capital Management LLC
1,165$79.0K0.0%GrowthMediumHouston, TX2026-10-28
Cherry Tree Wealth Management, LLC
1,002$68.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Axiom Investment Management LLC
1,000$67.8K0.1%CoreN/ANew York, NY2026-11-03
Washington Trust Advisors, Inc.
980$66.5K0.0%GrowthLowWellesley, MA2026-10-22
Townsend Asset Management Corp
951$64.5K0.0%CoreLowRaleigh, NC2026-10-29
John Boyer, Inc.
922$62.5K0.0%ETFMediumTampa, FL2026-10-27
Smallwood Wealth Investment Management, LLC
890$60.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Edgemoor Investment Advisors, Inc.
819$55.6K0.0%CoreVery LowBethesda, MD2026-11-03
DecisionPoint Financial, LLC
800$54.2K0.0%ETFVery LowMesa, AZ2026-10-27
Legacy Bridge, LLC
710$48.2K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Manchester Capital Management LLC
631$42.8K0.0%CoreLowManchester, VT2026-10-22
Jnba Financial Advisors
622$42.2K0.0%ETFMediumBloomington, MN2026-11-03
Next Level Wealth Planning, LLC
580$39.3K0.0%ETFVery LowMeridian, ID2026-10-29
Biltmore Family Office, LLC
550$37.3K0.0%GrowthLowCharlotte, NC2026-11-03
Wilmington Savings Fund Society, FSB
500$33.9K0.0%CoreLowWilmington, DE2026-10-23
City Holding Co
500$33.9K0.0%CoreLowCharleston, WV2026-10-19
Hazlett, Burt & Watson, Inc.
491$340.0%CoreVery LowWheeling, WV2026-11-04
First Horizon Corp
460$31.2K0.0%CoreLowMemphis, TN2026-10-26
Strengthening Families & Communities, LLC
450$30.5K0.0%CoreMediumBoston, MA2026-10-21
Breakwater Investment Management
424$28.8K0.0%ETFLowSeattle, WA2026-10-20
Gamma Investing LLC
407$27.6K0.0%IndexVery LowFoster City, CA2026-10-08
Eastern Bank
400$27.1K0.0%GrowthMediumBoston, MA2026-10-05
Redwood Park Advisors LLC
387$26.3K0.0%ETFVery LowRedwood City, CA2026-11-02
Ashton Thomas Private Wealth, LLC
366$24.8K0.0%CoreMediumScottsdale, AZ2026-11-03
GHP Investment Advisors, Inc.
355$24.1K0.0%CoreVery LowDenver, CO2026-10-15
Piscataqua Savings Bank
350$23.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
Dhjj Financial Advisors, Ltd.
276$18.7K0.0%ETFVery LowNaperville, IL2026-10-23
New England Capital Financial Advisors LLC
275$18.6K0.0%ETFLowMeriden, CT2026-11-03
Kennebec Savings Bank
270$18.3K0.0%CoreLowAugusta, ME2026-10-22
Abound Wealth Management
264$17.9K0.0%ETFVery LowFranklin, TN2026-10-26
Flagship Wealth Advisors, LLC
256$17.3K0.0%ETFLowWakefield, MA2026-11-03
Angeles Wealth Management, LLC
222$15.0K0.0%ETFLowSanta Monica, CA2026-10-26
Golden State Wealth Management, LLC
221$15.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Capital Advisors, Ltd. LLC
215$150.0%ETFLowShaker Heights, OH2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
206$14.0K0.0%GrowthVery LowBoston, MA2026-10-23
Portfolio Resources Advisor Group, Inc.
200$13.6K0.0%ETFMediumCoral Gables, FL2026-10-20
Compass Financial Management LLC
200$13.6K0.0%CoreN/ATampa, FL2026-10-30
Center for Financial Planning, Inc.
200$13.6K0.0%ETFLowSouthfied, MI2026-10-26
DeDora Capital, Inc.
195$13.2K0.0%ETFVery LowNapa, CA2026-10-26
Costello Asset Management, Inc
147$10.0K0.0%CoreLowFeasterville, PA2026-10-30
Private Trust Co NA
145$9.8K0.0%CoreLowCleveland, OH2026-10-20
Armstrong Advisory Group, Inc
137$9.3K0.0%ETFHighNeedham, MA2026-10-09
Simplex Trading, LLC
136$9.2K0.0%CoreVery HighChicago, IL2026-11-04
Western Pacific Wealth Management, LP
101$6.8K0.0%GrowthLowLake Forest, IL2026-10-16
Murphy & Mullick Capital Management Corp
100$6.8K0.0%GrowthLowSmithtown, NY2026-11-02
Clayton Financial Group LLC
100$6.8K0.0%ETFLowSt. Louis, MO2026-10-13
Horizons Wealth Management
100$6.8K0.0%ETFLowAsheville, NC2026-10-05
Trust Co of Toledo NA
100$6.8K0.0%GrowthVery LowHolland, OH2026-10-16
Mather Group, Llc.
93$6.3K0.0%ETFMediumChicago, IL2026-10-14
Cape Investment Advisory, Inc.
75$5.1K0.0%ETFLowMcdonough, GA2026-10-13
Tradewinds Capital Management, LLC
46$3.1K0.0%ETFVery HighBellingham, WA2026-10-23
Albion Financial Group
41$2.8K0.0%GrowthLowSalt Lake City, UT2026-10-21
Harbor Investment Advisory, LLC
40$2.7K0.0%GrowthLowLutherville, MD2026-10-13
Allspring Global Investments Holdings, LLC
28$1.9K0.0%CoreMediumCharlotte, NC2026-11-04
Putney Financial Group LLC
27$1.8K0.0%GrowthLowSan Rafael, CA2026-10-30
Capital Investment Counsel, Inc
25$1.7K0.0%GrowthVery LowRaleigh, NC2026-10-20
Cassaday & Co Wealth Management LLC
12$8140.0%ETFVery LowMclean, VA2026-10-27
Weaver Capital Management LLC
1$950.0%GrowthMediumSuwanee, GA2026-10-15
Valley National Advisers Inc
0$60.0%ETFLowBethlehem, PA2026-10-23
Fairman Group, LLC
0$160.0%ETFLowChesterbrook, PA2026-10-26