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Invesco S&P 500 Top 50 ETF (XLG)

CUSIP: 46137V233 | NYSE | 1095 institutional holders

Quarters

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

Principle Wealth Partners LLC2,609,727
8.0% of portfolio›$166.0M
Means Investment Co., Inc.1,645,014
7.6% of portfolio›$104.6M
Lido Advisors, LLC1,281,739
0.2% of portfolio›$81.5M
Wealth Enhancement Advisory Services, LLC1,125,083
0.1% of portfolio›$72.6M
Demars Financial Group, LLC804,452
13.4% of portfolio›$51.2M
Citigroup Inc772,990
0.0% of portfolio›$49.2M
Farther Finance Advisors, LLC595,456
0.3% of portfolio›$37.9M
Quattro Financial Advisors LLC482,543
6.4% of portfolio›$30.7M
Polaris Financial Partners333,977
9.6% of portfolio›$21.4K
Mirae Asset Global Investments Co., Ltd.309,000
0.0% of portfolio›$19.7M
Segment Wealth Management, LLC308,926
1.0% of portfolio›$19.7M
Commonwealth Equity Services, LLC302,454
0.0% of portfolio›$19.2M
Cambridge Investment Research Advisors, Inc.294,784
0.1% of portfolio›$18.8M
Cyr Financial Inc.287,091
8.9% of portfolio›$18.3M
Altfest L J & Co Inc262,096
1.7% of portfolio›$16.7M
Green Ridge Wealth Planning LLC220,635
5.6% of portfolio›$14.0M
JSF Financial, LLC192,540
1.9% of portfolio›$12.2M
KPP Advisory Services LLC184,148
2.0% of portfolio›$11.7M
Lighthouse Financial Services Inc180,067
2.4% of portfolio›$11.5M
Precedent Wealth Partners, LLC166,637
1.6% of portfolio›$10.6M
MGO One Seven LLC155,535
0.2% of portfolio›$9.9M
Flagship Wealth Advisors, LLC142,998
2.0% of portfolio›$9.1M
Concurrent Investment Advisors, LLC140,615
0.1% of portfolio›$8.9M
D.A. Davidson & Co.133,721
0.0% of portfolio›$8.5M
Ashton Thomas Securities, LLC123,973
0.8% of portfolio›$7.9M
Crescent Grove Advisors, LLC117,638
0.6% of portfolio›$7.5M
IFC & Insurance Marketing, Inc.116,782
6.4% of portfolio›$7.4M
Elevatus Welath Management116,243
1.8% of portfolio›$7.4M
Madrona Financial Services, LLC114,761
1.1% of portfolio›$7.3M
Integrity Alliance, Llc.110,628
0.2% of portfolio›$7.0M
Sage Mountain Advisors LLC103,928
0.4% of portfolio›$6.6M
Kestra Advisory Services, LLC97,981
0.0% of portfolio›$6.2M
HBW Advisory Services LLC93,013
0.6% of portfolio›$5.9M
Comprehensive Financial Planning, Inc.92,585
3.2% of portfolio›$5.9M
Basso Capital Management, L.P.85,351
1.2% of portfolio›$5.4M
VestGen Advisors, LLC82,403
0.2% of portfolio›$5.2M
Truist Financial Corp79,616
0.0% of portfolio›$5.1M
Elevation Capital Advisory, LLC78,372
2.0% of portfolio›$5.0M
Cornerstone Wealth Group, LLC74,571
0.3% of portfolio›$4.7M
Stenger Family Office, LLC72,349
0.6% of portfolio›$4.7M
City Center Advisors, LLC70,311
3.4% of portfolio›$4.5M
Asset Allocation Strategies LLC70,122
0.7% of portfolio›$4.5M
Summit Financial Consulting LLC65,641
3.1% of portfolio›$4.2M
Foronjy Financial LLC65,448
1.5% of portfolio›$4.2M
Hutchens & Kramer Investment Management Group, LLC65,226
1.2% of portfolio›$4.1M
Bulwark Capital Corp64,186
2.2% of portfolio›$4.1M
Allen Investment Management, LLC61,636
0.0% of portfolio›$3.9M
KCM Investment Advisors LLC59,745
0.1% of portfolio›$3.8M
RIA Advisory Group LLC59,665
1.1% of portfolio›$3.8M
Independent Financial Group, LLC58,486
0.1% of portfolio›$3.7M
Signal Advisors Wealth, LLC56,145
0.2% of portfolio›$3.6M
Kestra Private Wealth Services, LLC52,574
0.0% of portfolio›$3.3M
Elevation Point Wealth Partners, LLC50,850
0.1% of portfolio›$3.2M
Smith Shellnut Wilson LLC49,314
1.2% of portfolio›$3.1M
Cannon Advisors, Inc.49,179
1.8% of portfolio›$3.2M
Perryman Financial Advisory Inc49,025
0.4% of portfolio›$3.1M
Creative Planning45,889
0.0% of portfolio›$2.9M
Ashton Thomas Private Wealth, LLC44,518
0.1% of portfolio›$2.8M
Royal Fund Management, LLC43,907
0.2% of portfolio›$2.8M
Milestone Asset Management Group, LLC43,163
1.3% of portfolio›$2.7M
Compass Ion Advisors, LLC43,046
0.2% of portfolio›$2.7M
Wedbush Securities Inc42,045
0.0% of portfolio›$2.7K
Capstone Wealth Management Group, Inc.42,014
1.6% of portfolio›$2.7M
Meitav Investment House LTD41,922
0.0% of portfolio›$2.7M
Walker Asset Management, LLC40,868
1.3% of portfolio›$2.6M
Sigma Planning Corp40,312
0.1% of portfolio›$2.6M
Sapient Capital LLC39,396
0.0% of portfolio›$2.5M
Capital Advisors, Ltd. LLC37,910
1.1% of portfolio›$2.4M
Iams Wealth Management, LLC37,330
0.7% of portfolio›$2.4M
Curtis Advisory Group, LLC37,058
0.4% of portfolio›$2.4M
WealthPlan Investment Management, LLC37,000
0.1% of portfolio›$2.4M
Oppenheimer & Co Inc35,751
0.0% of portfolio›$2.3M
Sowell Financial Services LLC35,610
0.1% of portfolio›$2.3M
Balance Wealth Partners LLC35,336
0.5% of portfolio›$2.2M
Greenleaf Trust35,220
0.0% of portfolio›$2.2M
Diversified Enterprises, LLC32,008
0.1% of portfolio›$2.0M
CoreCap Advisors, LLC31,437
0.1% of portfolio›$2.0M
Claro Advisors Inc.30,948
0.2% of portfolio›$2.0M
Capital Investment Advisory Services, LLC30,894
0.1% of portfolio›$2.0M
NTV Asset Management LLC30,684
0.2% of portfolio›$2.0M
Sound Income Strategies, LLC29,906
0.1% of portfolio›$1.9M
RM Financial Services, LLC29,572
1.4% of portfolio›$1.9M
Creative Financial Designs Inc28,898
0.1% of portfolio›$1.8M
Avestar Capital, LLC27,020
0.1% of portfolio›$1.7M
Maia Wealth LLC26,991
0.2% of portfolio›$1.7M
Private Trust Co NA26,388
0.1% of portfolio›$1.7M
Wealthcare Advisory Partners LLC26,320
0.0% of portfolio›$1.7M
Cresta Advisors, Ltd.25,967
0.7% of portfolio›$1.7M
Clear Creek Financial Management, LLC25,747
0.1% of portfolio›$1.6M
Y-Intercept (Hong Kong) Ltd25,714
0.0% of portfolio›$1.6M
ShoreHaven Wealth Partners, LLC24,979
0.5% of portfolio›$1.6M
Omni 360 Wealth, Inc.23,901
0.7% of portfolio›$1.5M
Avior Wealth Management, LLC23,878
0.0% of portfolio›$1.5M
Perigon Wealth Management, LLC23,871
0.0% of portfolio›$1.5M
RFG Advisory, LLC23,685
0.0% of portfolio›$1.5M
IFP Advisors, Inc23,234
0.0% of portfolio›$1.5M
Keystone Wealth Services, LLC21,472
0.2% of portfolio›$1.4M
Hardworking Capital Advisors, LLC20,960
1.1% of portfolio›$1.3M
LexAurum Advisors, LLC20,697
0.1% of portfolio›$1.3M
Hilltop National Bank20,650
0.3% of portfolio›$1.3M
WBH Advisory Inc20,540
0.1% of portfolio›$1.3M
Baring Financial LLC20,491
0.7% of portfolio›$1.3M
FWG Investments, Llc.20,342
0.6% of portfolio›$1.3M
Horizon Wealth Management, LLC20,171
0.2% of portfolio›$1.3M
Moneco Advisors, LLC20,017
0.1% of portfolio›$1.3M
Nfsg Corp18,895
0.1% of portfolio›$1.2M
PFG Advisors17,849
0.1% of portfolio›$1.1M
United Advisor Group, LLC17,498
0.1% of portfolio›$1.1M
KG Capital Management16,544
0.6% of portfolio›$1.1M
Ethos Capital Management, Inc.16,542
0.7% of portfolio›$1.1M
Mather Group, Llc.16,343
0.0% of portfolio›$1.0M
Citizens Financial Group Inc16,154
0.0% of portfolio›$1.0M
Total Clarity Wealth Management, Inc.15,643
0.2% of portfolio›$995.0K
Arsenal Capital Advisors LLC15,597
0.5% of portfolio›$992.1K
Kathmere Capital Management, LLC15,082
0.0% of portfolio›$959.3K
Retireful, LLC14,979
0.8% of portfolio›$952.8K
Integrated Advisors Network LLC14,891
0.0% of portfolio›$947.2K
Cassaday & Co Wealth Management LLC14,433
0.0% of portfolio›$918.1K
Focus Financial Network, Inc.14,382
0.0% of portfolio›$914.8K
Prospera Financial Services Inc13,945
0.0% of portfolio›$857.5K
Key Client Fiduciary Advisors, LLC13,917
0.2% of portfolio›$885.3K
Forvis Mazars Wealth Advisors, LLC13,896
0.0% of portfolio›$883.9K
Brookstone Capital Management13,876
0.0% of portfolio›$882.7K
Cyndeo Wealth Partners, LLC13,759
0.0% of portfolio›$875.2K
Leslie Global Wealth, LLC13,449
0.3% of portfolio›$855.5K
McAdam, LLC13,354
0.0% of portfolio›$849.4K
Summit Asset Management, LLC13,090
0.1% of portfolio›$832.7K
Insight Advisors, LLC/ PA13,054
0.1% of portfolio›$830.4K
XY Planning Network, Inc.13,005
0.1% of portfolio›$827.3K
Great Diamond Partners, LLC12,961
0.1% of portfolio›$824.5K
First Heartland Consultants, Inc.12,852
0.1% of portfolio›$817.5K
Valley Brook Capital Group, Inc.12,655
0.5% of portfolio›$805.0K
North Star Investment Management Corp.12,440
0.0% of portfolio›$791.3K
NWF Advisory Services Inc.12,434
0.1% of portfolio›$790.9K
Colonial River Investments, LLC12,045
0.2% of portfolio›$766.2K
Triad Wealth Partners, LLC11,847
0.0% of portfolio›$753.6K
Investors Research Corp11,825
0.1% of portfolio›$752.2K
Fortune 45 LLC11,684
0.3% of portfolio›$743.2K
Samalin Investment Counsel, LLC11,678
0.2% of portfolio›$742.8K
Liberty Atlantic Advisors LLC11,647
0.5% of portfolio›$740.9K
Assetmark, Inc11,486
0.0% of portfolio›$730.6K
Choreo, LLC11,343
0.0% of portfolio›$721.5K
Allspring Global Investments Holdings, LLC11,100
0.0% of portfolio›$713.4K
Kohmann Bosshard Financial Services, LLC11,090
0.1% of portfolio›$705.4K
Partners Wealth Management, LLC10,977
0.1% of portfolio›$698.2K
Focus Wealth Advisors, LLC10,920
0.3% of portfolio›$694.6K
StoneX Group Inc.10,890
0.0% of portfolio›$670.8K
Cooper Financial Group10,837
0.1% of portfolio›$689.3K
Cypress Wealth Services, LLC10,332
0.1% of portfolio›$672.3K
Global Strategic Investment Solutions, LLC10,124
0.1% of portfolio›$644.0K
Wilkerson Advisory Group LLC10,013
0.2% of portfolio›$636.9K
Cadent Capital Advisors, LLC9,847
0.1% of portfolio›$626.4K
Fifth Third Securities, Inc.9,738
0.0% of portfolio›$619.4K
BAR Harbor Wealth Management9,645
0.0% of portfolio›$613.5K
Davenport & Co LLC9,641
0.0% of portfolio›$613.3K
Wedmont Private Capital9,641
0.0% of portfolio›$621.7K
Elco Management Co., LLC9,550
0.3% of portfolio›$607.5K
Trilogy Capital Inc.9,497
0.0% of portfolio›$604.1K
Redhawk Wealth Advisors, Inc.9,166
0.1% of portfolio›$583.1K
Selective Wealth Management, Inc.9,138
0.1% of portfolio›$583.7K
Balboa Wealth Partners9,113
0.1% of portfolio›$579.7K
RDA Financial Network8,844
0.1% of portfolio›$562.6K
Moller Wealth Partners8,645
0.1% of portfolio›$549.9K
MassMutual Private Wealth & Trust, FSB8,565
0.0% of portfolio›$544.8K
Darrow Company, Inc.8,436
0.2% of portfolio›$536.6K
Associated Banc-Corp8,376
0.0% of portfolio›$532.8K
Pioneer Family Office, LLC8,319
0.3% of portfolio›$529.2K
Simplicity Wealth,LLC8,318
0.0% of portfolio›$529.1K
Global Financial Private Client, LLC8,284
0.1% of portfolio›$527.0K
Evergreen Capital Management LLC8,020
0.0% of portfolio›$510.2K
Essex Bank7,756
0.1% of portfolio›$493.4K
Latitude Advisors, LLC7,637
0.2% of portfolio›$485.8K
Columbia Advisory Partners LLC7,563
0.3% of portfolio›$481.1K
Three Magnolias Financial Advisors, LLC7,500
0.3% of portfolio›$477.1K
SeaCrest Wealth Management, LLC7,431
0.1% of portfolio›$472.7K
Apeiron RIA LLC7,351
0.1% of portfolio›$467.7K
Mezzasalma Advisors, LLC6,933
0.1% of portfolio›$441.0K
15 Wealth Advisors LLC6,925
0.1% of portfolio›$440.7K
Soltis Investment Advisors LLC6,899
0.0% of portfolio›$438.8K
University of Texas S AM Investment Management Co6,863
0.1% of portfolio›$436.6K
Americana Partners, LLC6,814
0.0% of portfolio›$433.4K
Westco Advisory Services Inc6,752
0.3% of portfolio›$429.5K
Advisor OS, LLC6,734
0.0% of portfolio›$428.3K
CDM Financial Counseling Services, Inc.6,500
0.3% of portfolio›$413.5K
Traynor Capital Management, Inc.6,485
0.0% of portfolio›$412.5K
EverSource Wealth Advisors, LLC6,476
0.0% of portfolio›$411.9K
Capital Wealth Alliance, LLC6,429
0.2% of portfolio›$408.9K
Alchemi Wealth, LLC6,335
0.2% of portfolio›$403.0K
Briggs Wealth Management, Inc6,297
0.4% of portfolio›$400.5K
Arwa LLC6,198
0.1% of portfolio›$401.5K
Parcion Private Wealth LLC6,188
0.0% of portfolio›$393.6K
Ascent Wealth Partners, LLC6,154
0.0% of portfolio›$391.4K
Grimes & Co Wealth Management, LLC6,036
0.0% of portfolio›$384.0K
Wealth Group Ltd5,985
0.1% of portfolio›$384.5K
Uptick Partners, LLC5,910
0.1% of portfolio›$375.9K
Beacon Financial Group5,803
0.0% of portfolio›$369.1K
Founders Financial Securities LLC5,790
0.0% of portfolio›$368.3K
Well Done, LLC5,712
0.0% of portfolio›$363.3K
A4 Wealth Advisors LLC5,698
0.2% of portfolio›$362.5K
M Holdings Securities, Inc.5,508
0.1% of portfolio›$350.0K
Capital CS Group, LLC5,440
0.3% of portfolio›$346.0K
Aviso Wealth Management5,432
0.1% of portfolio›$345.5K
Modera Wealth Management, LLC5,369
0.0% of portfolio›$341.5K
GoalVest Advisory LLC5,230
0.1% of portfolio›$332.7K
Brighton Jones LLC5,187
0.0% of portfolio›$329.9K
Tempus Wealth Planning, LLC5,060
0.1% of portfolio›$321.9K
Missouri Trust & Investment Co5,050
0.1% of portfolio›$321.2K
Citrine Capital LLC5,026
0.1% of portfolio›$319.7K
Wavvest Wealth LLC4,990
0.3% of portfolio›$317.4K
Wealth Architects, LLC4,980
0.0% of portfolio›$316.8K
Guidance Capital, Inc4,875
0.1% of portfolio›$296.9K
BlueChip Wealth Advisors LLC4,821
0.1% of portfolio›$306.7K
Vise Technologies, Inc.4,728
0.0% of portfolio›$300.7K
CFS Investment Advisory Services, LLC4,719
0.0% of portfolio›$306.9K
B. Riley Wealth Advisors, Inc.4,674
0.0% of portfolio›$297.3K
Beacon Financial Advisory LLC4,652
0.1% of portfolio›$295.9K
Regions Financial Corp4,614
0.0% of portfolio›$293.5K
Stewardship Advisors, LLC4,599
0.1% of portfolio›$292.5K
Spire Wealth Management4,541
0.0% of portfolio›$288.9K
Park Avenue Securities LLC4,499
0.0% of portfolio›$286.0K
Carolina Wealth Management Inc4,367
0.1% of portfolio›$277.8K
Oath Planning, LLC4,261
0.2% of portfolio›$271.0K
Burns Matteson Capital Management, LLC4,170
0.1% of portfolio›$265.3K
Bank of New Hampshire4,130
0.1% of portfolio›$262.7K
MinichMacGregor Wealth Management, LLC4,116
0.0% of portfolio›$261.8K
Fiduciary Alliance LLC4,104
0.0% of portfolio›$261.0K
Clarus Group, Inc.4,000
0.1% of portfolio›$254.4K
Lifelong Wealth Advisors, Inc.3,999
0.1% of portfolio›$254.4K
HB Wealth Management, LLC3,993
0.0% of portfolio›$254.0K
Laurel OAK Wealth Management, LLC3,978
0.0% of portfolio›$253.0K
Patriot Financial Group Insurance Agency, LLC3,965
0.0% of portfolio›$252.2K
Matauro, LLC3,851
0.0% of portfolio›$245.0K
Mesirow Financial Investment Management, Inc.3,844
0.0% of portfolio›$244.6K
MSH Capital Advisors LLC3,842
0.0% of portfolio›$244.4K
Redwood Financial Network Corp3,755
0.1% of portfolio›$238.9K
Valeo Financial Advisors, LLC3,739
0.0% of portfolio›$237.8K
Avidian Wealth Enterprises, LLC3,727
0.0% of portfolio›$237.1K
William Mack & Associates, Inc.3,706
0.1% of portfolio›$235.7K
AdvisorNet Financial, Inc3,666
0.0% of portfolio›$234.5K
Eclectic Associates Inc3,640
0.0% of portfolio›$231.5K
Keeler & Nadler Financial Planning & Wealth Management3,632
0.1% of portfolio›$231.0K
Hazlett, Burt & Watson, Inc.3,630
0.1% of portfolio›$108.1K
Burke & Herbert Bank & Trust Co3,595
0.1% of portfolio›$228.7K
Leo Wealth, LLC3,594
0.0% of portfolio›$228.6K
Plancorp, LLC3,590
0.0% of portfolio›$220.7K
Navigation Group, LLC3,568
0.0% of portfolio›$227.0K
Firethorn Wealth Partners, LLC3,469
0.1% of portfolio›$220.7K
PKS Advisory Services, LLC3,454
0.0% of portfolio›$211.6K
Kingswood Wealth Advisors, LLC3,442
0.0% of portfolio›$219.0K
Firestone Capital Management3,410
0.0% of portfolio›$216.9K
Fifth Third Wealth Advisors LLC3,399
0.0% of portfolio›$216.2K
Imc-Chicago, LLC3,337
0.0% of portfolio›$212.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,331
0.0% of portfolio›$211.9K
CWA Asset Management Group, LLC3,234
0.0% of portfolio›$205.7K
Signature Estate & Investment Advisors LLC3,219
0.0% of portfolio›$204.7K
Bison Wealth, LLC3,157
0.0% of portfolio›$204.5K
Heritage Family Offices, LLP2,780
0.1% of portfolio›$176.8K
American Capital Advisory, LLC2,750
0.1% of portfolio›$174.9K
Evolution Wealth Management Inc.2,681
0.1% of portfolio›$170.5K
Larson Financial Group LLC2,629
0.0% of portfolio›$167.2K
S.A. Mason LLC2,600
0.0% of portfolio›$165.4K
Kingdom Financial Group Llc.2,454
0.0% of portfolio›$156.1K
High Point Wealth Management, LLC2,045
0.1% of portfolio›$130.1K
Parallel Advisors, LLC1,997
0.0% of portfolio›$127.1K
Key FInancial Inc1,892
0.0% of portfolio›$120.4K
Register Financial Advisors LLC1,770
0.0% of portfolio›$112.6K
Root Financial Partners, LLC1,698
0.0% of portfolio›$108.0K
Main Street Group, LTD1,370
0.0% of portfolio›$87.1K
Jnba Financial Advisors1,250
0.0% of portfolio›$79.5K
Archer Investment Corp1,234
0.0% of portfolio›$78.5K
Team Financial Group, LLC1,093
0.0% of portfolio›$69.5K
SYM Financial Corp1,051
0.0% of portfolio›$66.9K
CGC Financial Services, LLC1,026
0.0% of portfolio›$65.3K
Beacon Investment Advisory Services, Inc.996
0.0% of portfolio›$63.4K
POM Investment Strategies, LLC884
0.0% of portfolio›$56.2K
Pinnacle Wealth Planning Services, Inc.820
0.0% of portfolio›$52.2K
Pinnacle Bancorp, Inc.701
0.0% of portfolio›$44.6K
EPG Wealth Management LLC690
0.0% of portfolio›$43.9K
Lanark Financial, Inc.657
0.0% of portfolio›$41.8K
Union Savings Bank652
0.0% of portfolio›$41.5K
Harbor Asset Planning, Inc.608
0.0% of portfolio›$38.7K
Key Capital Management, Inc600
0.0% of portfolio›$38.2K
Golden State Wealth Management, LLC571
0.0% of portfolio›$36.4K
Hager Investment Management Services, LLC550
0.0% of portfolio›$35.0K
Downshift Financial, LLC510
0.0% of portfolio›$32.4K
Godsey & Gibb, Inc510
0.0% of portfolio›$32.4K
Rossby Financial, LCC508
0.0% of portfolio›$32.3K
Trust Co of Vermont502
0.0% of portfolio›$31.9K
Concord Wealth Partners494
0.0% of portfolio›$31.4K
Caldwell Trust Co488
0.0% of portfolio›$31.0K
Chilton Capital Management LLC460
0.0% of portfolio›$29.3K
Fortitude Family Office, LLC373
0.0% of portfolio›$23.7K
Ascentis Wealth Management, LLC372
0.0% of portfolio›$23.7K
Asset Dedication, LLC371
0.0% of portfolio›$23.6K
Birchbrook, Inc.353
0.0% of portfolio›$22.5K
Hickory Point Bank & Trust341
0.0% of portfolio›$21.7K
Murphy & Mullick Capital Management Corp300
0.0% of portfolio›$19.1K
Goodman Advisory Group, LLC277
0.0% of portfolio›$17.6K
Abound Wealth Management271
0.0% of portfolio›$17.2K
TD Waterhouse Canada Inc.260
0.0% of portfolio›$16.6K
Birchwood Financial Partners, Inc.249
0.0% of portfolio›$15.8K
Lloyd Advisory Services, Llc.234
0.0% of portfolio›$14.9K
Fairway Wealth LLC229
0.0% of portfolio›$14.6K
Ascentis Independent Advisors225
0.0% of portfolio›$14.3K
AlphaCore Capital LLC214
0.0% of portfolio›$13.6K
Chung Wu Investment Group, LLC200
0.0% of portfolio›$12.7K
Physician Wealth Advisors, Inc.196
0.0% of portfolio›$12.5K
Bokf, NA196
0.0% of portfolio›$12.5K
Dhjj Financial Advisors, Ltd.184
0.0% of portfolio›$11.7K
Salomon & Ludwin, LLC116
0.0% of portfolio›$7.3K
JFS Wealth Advisors, LLC115
0.0% of portfolio›$7.3K
Hanson & Doremus Investment Management105
0.0% of portfolio›$7
Blue Trust, Inc.75
0.0% of portfolio›$4.8K
Signature Resources Capital Management, LLC75
0.0% of portfolio›$4.8K
Cullen T Bankers, Inc.70
0.0% of portfolio›$4.4K
Wagner Wealth Management, LLC67
0.0% of portfolio›$4.2K
Valley National Advisers Inc65
0.0% of portfolio›$4.1K
Gables Capital Management Inc.60
0.0% of portfolio›$3.8K
GK Wealth Management LLC51
0.0% of portfolio›$3.2K
Gamma Investing LLC50
0.0% of portfolio›$3.2K
Tsfg, LLC43
0.0% of portfolio›$3
Weaver Capital Management LLC16
0.0% of portfolio›$1.0K
Toth Financial Advisory Corp11
0.0% of portfolio›$700
Compass Financial Management LLC2
0.0% of portfolio›$130
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$259.3K
StyleTurnoverLocationFiled
Principle Wealth Partners LLC
2,609,727$166.0M8.0%CoreVery LowMadison, CT2026-11-02
Means Investment Co., Inc.
1,645,014$104.6M7.6%GrowthVery LowBangor, ME2026-11-03
Lido Advisors, LLC
1,281,739$81.5M0.2%GrowthLowLos Angeles, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
1,125,083$72.6M0.1%CoreLowPlymouth, MN2026-10-13
Demars Financial Group, LLC
804,452$51.2M13.4%ETFLowSpokane Valley, WA2026-10-22
Citigroup Inc
772,990$49.2M0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
595,456$37.9M0.3%IndexLowSan Francisco, CA2026-10-08
Quattro Financial Advisors LLC
482,543$30.7M6.4%ETFMediumMontgomery, TX2026-10-15
Polaris Financial Partners
333,977$21.4K9.6%GrowthN/AWesterville, OH2026-10-02
Mirae Asset Global Investments Co., Ltd.
309,000$19.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Segment Wealth Management, LLC
308,926$19.7M1.0%CoreLowHouston, TX2026-10-26
Commonwealth Equity Services, LLC
302,454$19.2M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
294,784$18.8M0.1%ETFLowFairfield, IA2026-11-02
Cyr Financial Inc.
287,091$18.3M8.9%ETFLowHennepin, IL2026-10-16
Altfest L J & Co Inc
262,096$16.7M1.7%ETFHighNew York, NY2026-10-27
Green Ridge Wealth Planning LLC
220,635$14.0M5.6%ETFMediumMontville, NJ2026-10-08
JSF Financial, LLC
192,540$12.2M1.9%ETFMediumLos Angeles, CA2026-10-22
KPP Advisory Services LLC
184,148$11.7M2.0%GrowthMediumLouisville, KY2026-10-26
Lighthouse Financial Services Inc
180,067$11.5M2.4%ETFVery LowBrea, CA2026-11-02
Precedent Wealth Partners, LLC
166,637$10.6M1.6%ETFMediumHouston, TX2026-10-21
MGO One Seven LLC
155,535$9.9M0.2%GrowthLowBeachwood, OH2026-10-28
Flagship Wealth Advisors, LLC
142,998$9.1M2.0%ETFLowWakefield, MA2026-11-03
Concurrent Investment Advisors, LLC
140,615$8.9M0.1%GrowthMediumTampa, FL2026-10-16
D.A. Davidson & Co.
133,721$8.5M0.0%CoreLowGreat Falls, MT2026-10-28
Ashton Thomas Securities, LLC
123,973$7.9M0.8%ETFMediumRochester, NY2026-10-26
Crescent Grove Advisors, LLC
117,638$7.5M0.6%ETFLowLake Forest, IL2026-10-21
IFC & Insurance Marketing, Inc.
116,782$7.4M6.4%ETFHighAuburn, CA2026-10-16
Elevatus Welath Management
116,243$7.4M1.8%GrowthHighVictor, NY2026-10-19
Madrona Financial Services, LLC
114,761$7.3M1.1%ETFLowEverett, WA2026-10-23
Integrity Alliance, Llc.
110,628$7.0M0.2%ETFMediumUrbandale, IA2026-10-29
Sage Mountain Advisors LLC
103,928$6.6M0.4%ETFLowAtlanta, GA2026-11-02
Kestra Advisory Services, LLC
97,981$6.2M0.0%CoreLowAustin, TX2026-11-02
HBW Advisory Services LLC
93,013$5.9M0.6%ETFMediumSimi Valley, CA2026-10-15
Comprehensive Financial Planning, Inc.
92,585$5.9M3.2%Agg GrowthLowEast Petersburg, PA2026-10-27
Basso Capital Management, L.P.
85,351$5.4M1.2%ETFMediumStamford, CT2026-10-30
VestGen Advisors, LLC
82,403$5.2M0.2%GrowthMediumChicago, IL2026-10-27
Truist Financial Corp
79,616$5.1M0.0%CoreLowCharlotte, NC2026-10-30
Elevation Capital Advisory, LLC
78,372$5.0M2.0%ETFVery HighBend, OR2026-10-29
Cornerstone Wealth Group, LLC
74,571$4.7M0.3%CoreMediumHuntersville, NC2026-11-02
Stenger Family Office, LLC
72,349$4.7M0.6%GrowthMediumNaperville, IL2026-10-22
City Center Advisors, LLC
70,311$4.5M3.4%ETFMediumTroy, MI2026-10-08
Asset Allocation Strategies LLC
70,122$4.5M0.7%ETFMediumFarmington, MI2026-10-20
Summit Financial Consulting LLC
65,641$4.2M3.1%ETFHighSterling Heights, MI2026-10-15
Foronjy Financial LLC
65,448$4.2M1.5%ETFLowLos Osos, CA2026-10-14
Hutchens & Kramer Investment Management Group, LLC
65,226$4.1M1.2%ETFLowIndianapolis, IN2026-10-16
Bulwark Capital Corp
64,186$4.1M2.2%ETFMediumFernandina Beach, FL2026-10-13
Allen Investment Management, LLC
61,636$3.9M0.0%MomentumMediumNew York, NY2026-11-03
KCM Investment Advisors LLC
59,745$3.8M0.1%CoreVery LowGreenbrae, CA2026-10-27
RIA Advisory Group LLC
59,665$3.8M1.1%ETFHighSioux Falls, SD2026-10-15
Independent Financial Group, LLC
58,486$3.7M0.1%GrowthLowSan Diego, CA2026-10-13
Signal Advisors Wealth, LLC
56,145$3.6M0.2%ETFLowDetroit, MI2026-10-13
Kestra Private Wealth Services, LLC
52,574$3.3M0.0%GrowthLowAustin, TX2026-10-30
Elevation Point Wealth Partners, LLC
50,850$3.2M0.1%CoreHighDenver, CO2026-11-05
Smith Shellnut Wilson LLC
49,314$3.1M1.2%CoreVery LowRidgeland, MS2026-10-21
Cannon Advisors, Inc.
49,179$3.2M1.8%GrowthHighCharlotte, NC2026-10-14
Perryman Financial Advisory Inc
49,025$3.1M0.4%GrowthVery LowDallas, TX2026-10-16
Creative Planning
45,889$2.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Ashton Thomas Private Wealth, LLC
44,518$2.8M0.1%CoreMediumScottsdale, AZ2026-11-03
Royal Fund Management, LLC
43,907$2.8M0.2%GrowthMediumLady Lake, FL2026-10-22
Milestone Asset Management Group, LLC
43,163$2.7M1.3%ETFVery LowAvon, CT2026-10-20
Compass Ion Advisors, LLC
43,046$2.7M0.2%ETFVery LowConshohocken, PA2026-10-23
Wedbush Securities Inc
42,045$2.7K0.0%CoreLowPasadena, CA2026-10-22
Capstone Wealth Management Group, Inc.
42,014$2.7M1.6%GrowthN/ABend, OR2026-10-19
Meitav Investment House LTD
41,922$2.7M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Walker Asset Management, LLC
40,868$2.6M1.3%CoreVery LowSpringfield, MO2026-10-13
Sigma Planning Corp
40,312$2.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Sapient Capital LLC
39,396$2.5M0.0%GrowthMediumIndianapolis, IN2026-10-08
Capital Advisors, Ltd. LLC
37,910$2.4M1.1%ETFLowShaker Heights, OH2026-10-27
Iams Wealth Management, LLC
37,330$2.4M0.7%CoreMediumOmaha, NE2026-10-15
Curtis Advisory Group, LLC
37,058$2.4M0.4%ETFLowSanta Barbara, CA2026-10-28
WealthPlan Investment Management, LLC
37,000$2.4M0.1%GrowthMediumOmaha, NE2026-10-15
Oppenheimer & Co Inc
35,751$2.3M0.0%CoreLowNew York, NY2026-10-26
Sowell Financial Services LLC
35,610$2.3M0.1%CoreLowNorth Little Rock, AR2026-10-23
Balance Wealth Partners LLC
35,336$2.2M0.5%ETFMediumWorthington, OH2026-10-27
Greenleaf Trust
35,220$2.2M0.0%CoreLowKalamazoo, MI2026-10-29
Diversified Enterprises, LLC
32,008$2.0M0.1%ETFVery LowWilmington, DE2026-10-19
CoreCap Advisors, LLC
31,437$2.0M0.1%ETFMediumSouthfield, MI2026-10-08
Claro Advisors Inc.
30,948$2.0M0.2%CoreLowBoston, MA2026-11-02
Capital Investment Advisory Services, LLC
30,894$2.0M0.1%CoreMediumRaleigh, NC2026-10-30
NTV Asset Management LLC
30,684$2.0M0.2%GrowthLowCharleston, WV2026-10-23
Sound Income Strategies, LLC
29,906$1.9M0.1%YieldMediumFt Lauderdale, FL2026-10-09
RM Financial Services, LLC
29,572$1.9M1.4%ETFVery LowFalmouth, ME2026-11-03
Creative Financial Designs Inc
28,898$1.8M0.1%ETFMediumKokomo, IN2026-11-04
Avestar Capital, LLC
27,020$1.7M0.1%GrowthLowNew York, NY2026-10-28
Maia Wealth LLC
26,991$1.7M0.2%ETFMediumDenver, CO2026-10-19
Private Trust Co NA
26,388$1.7M0.1%CoreLowCleveland, OH2026-10-20
Wealthcare Advisory Partners LLC
26,320$1.7M0.0%ETFLowWest Chester, PA2026-10-21
Cresta Advisors, Ltd.
25,967$1.7M0.7%ETFVery LowLaredo, TX2026-10-14
Clear Creek Financial Management, LLC
25,747$1.6M0.1%ETFMediumSilverdale, WA2026-10-28
Y-Intercept (Hong Kong) Ltd
25,714$1.6M0.0%ValueVery HighHong Kong, South Korea2026-10-16
ShoreHaven Wealth Partners, LLC
24,979$1.6M0.5%ETFMediumRed Bank, NJ2026-10-16
Omni 360 Wealth, Inc.
23,901$1.5M0.7%ETFLowPlainsboro, NJ2026-10-13
Avior Wealth Management, LLC
23,878$1.5M0.0%ETFMediumOmaha, NE2026-10-13
Perigon Wealth Management, LLC
23,871$1.5M0.0%GrowthLowSan Francisco, CA2026-10-22
RFG Advisory, LLC
23,685$1.5M0.0%ETFMediumBirmingham, AL2026-11-03
IFP Advisors, Inc
23,234$1.5M0.0%GrowthLowTampa, FL2026-10-16
Keystone Wealth Services, LLC
21,472$1.4M0.2%ETFHighPalm Desert, CA2026-11-03
Hardworking Capital Advisors, LLC
20,960$1.3M1.1%GrowthMediumPalm Desert, CA2026-10-20
LexAurum Advisors, LLC
20,697$1.3M0.1%ETFLowOverland Park, KS2026-10-19
Hilltop National Bank
20,650$1.3M0.3%CoreLowCasper, WY2026-10-14
WBH Advisory Inc
20,540$1.3M0.1%ETFLowBaltimore, MD2026-11-05
Baring Financial LLC
20,491$1.3M0.7%ETFLowBellingham, WA2026-10-07
FWG Investments, Llc.
20,342$1.3M0.6%ETFMediumLexington, KY2026-11-03
Horizon Wealth Management, LLC
20,171$1.3M0.2%ETFVery HighLa Grange, IL2026-11-02
Moneco Advisors, LLC
20,017$1.3M0.1%ETFLowFairfield, CT2026-11-05
Nfsg Corp
18,895$1.2M0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
PFG Advisors
17,849$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
United Advisor Group, LLC
17,498$1.1M0.1%ETFLowCincinnati, OH2026-11-03
KG Capital Management
16,544$1.1M0.6%CoreLowSt. Francisville, LA2026-10-15
Ethos Capital Management, Inc.
16,542$1.1M0.7%GrowthHighNewtown, PA2026-11-03
Mather Group, Llc.
16,343$1.0M0.0%ETFMediumChicago, IL2026-10-14
Citizens Financial Group Inc
16,154$1.0M0.0%GrowthLowProvidence, RI2026-10-23
Total Clarity Wealth Management, Inc.
15,643$995.0K0.2%ETFMediumSt. Charles, IL2026-10-26
Arsenal Capital Advisors LLC
15,597$992.1K0.5%GrowthLowConshohocken, PA2026-11-02
Kathmere Capital Management, LLC
15,082$959.3K0.0%ETFLowWayne, PA2026-10-20
Retireful, LLC
14,979$952.8K0.8%GrowthVery HighHaslett, MI2026-10-09
Integrated Advisors Network LLC
14,891$947.2K0.0%GrowthMediumDallas, TX2026-10-20
Cassaday & Co Wealth Management LLC
14,433$918.1K0.0%ETFVery LowMclean, VA2026-10-27
Focus Financial Network, Inc.
14,382$914.8K0.0%ETFLowMinneapolis, MN2026-10-14
Prospera Financial Services Inc
13,945$857.5K0.0%CoreMediumDallas, TX2026-11-04
Key Client Fiduciary Advisors, LLC
13,917$885.3K0.2%ValueMediumFairfield, NJ2026-10-19
Forvis Mazars Wealth Advisors, LLC
13,896$883.9K0.0%ETFVery LowSpringfield, MO2026-10-13
Brookstone Capital Management
13,876$882.7K0.0%ETFMediumWheaton, IL2026-10-22
Cyndeo Wealth Partners, LLC
13,759$875.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Leslie Global Wealth, LLC
13,449$855.5K0.3%ETFLowItasca, IL2026-10-26
McAdam, LLC
13,354$849.4K0.0%ETFLowPhiladelphia, PA2026-10-21
Summit Asset Management, LLC
13,090$832.7K0.1%ETFLowMemphis, TN2026-11-05
Insight Advisors, LLC/ PA
13,054$830.4K0.1%ETFMediumNewtown, PA2026-10-22
XY Planning Network, Inc.
13,005$827.3K0.1%ETFLowBozeman, MT2026-10-14
Great Diamond Partners, LLC
12,961$824.5K0.1%CoreMediumPortland, ME2026-10-13
First Heartland Consultants, Inc.
12,852$817.5K0.1%ETFMediumLake St. Louis, MO2026-10-08
Valley Brook Capital Group, Inc.
12,655$805.0K0.5%GrowthVery LowVenetia, PA2026-10-26
North Star Investment Management Corp.
12,440$791.3K0.0%CoreLowChicago, IL2026-10-27
NWF Advisory Services Inc.
12,434$790.9K0.1%GARPLowLos Angeles, CA2026-10-19
Colonial River Investments, LLC
12,045$766.2K0.2%GrowthMediumMidlothian, VA2026-10-19
Triad Wealth Partners, LLC
11,847$753.6K0.0%ETFMediumLawrence, KS2026-10-26
Investors Research Corp
11,825$752.2K0.1%ETFLowAtlanta, GA2026-10-07
Fortune 45 LLC
11,684$743.2K0.3%ETFLowGonzales, LA2026-10-14
Samalin Investment Counsel, LLC
11,678$742.8K0.2%YieldMediumChappaqua, NY2026-10-23
Liberty Atlantic Advisors LLC
11,647$740.9K0.5%ETFLowOlympia, WA2026-10-14
Assetmark, Inc
11,486$730.6K0.0%ETFLowConcord, CA2026-10-21
Choreo, LLC
11,343$721.5K0.0%IndexLowRockford, IL2026-10-28
Allspring Global Investments Holdings, LLC
11,100$713.4K0.0%CoreMediumCharlotte, NC2026-11-04
Kohmann Bosshard Financial Services, LLC
11,090$705.4K0.1%ETFLowFairlawn, OH2026-11-04
Partners Wealth Management, LLC
10,977$698.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Focus Wealth Advisors, LLC
10,920$694.6K0.3%ETFLowHouston, TX2026-10-14
StoneX Group Inc.
10,890$670.8K0.0%ETFMediumNew York, NY2026-11-03
Cooper Financial Group
10,837$689.3K0.1%GrowthMediumIrvine, CA2026-10-07
Cypress Wealth Services, LLC
10,332$672.3K0.1%ETFLowPalm Desert, CA2026-10-21
Global Strategic Investment Solutions, LLC
10,124$644.0K0.1%ETFLowScottsdale, AZ2026-10-16
Wilkerson Advisory Group LLC
10,013$636.9K0.2%ETFMediumColumbia, MO2026-10-20
Cadent Capital Advisors, LLC
9,847$626.4K0.1%ETFHighTulsa, OK2026-10-09
Fifth Third Securities, Inc.
9,738$619.4K0.0%ETFLowCincinnati, OH2026-10-21
BAR Harbor Wealth Management
9,645$613.5K0.0%CoreLowConcord, NH2026-10-21
Davenport & Co LLC
9,641$613.3K0.0%CoreMediumRichmond, VA2026-10-14
Wedmont Private Capital
9,641$621.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Elco Management Co., LLC
9,550$607.5K0.3%CoreLowNew York, NY2026-10-14
Trilogy Capital Inc.
9,497$604.1K0.0%ETFMediumIrvine, CA2026-10-20
Redhawk Wealth Advisors, Inc.
9,166$583.1K0.1%ETFHighMinneapolis, MN2026-10-14
Selective Wealth Management, Inc.
9,138$583.7K0.1%ETFLowForest, VA2026-10-16
Balboa Wealth Partners
9,113$579.7K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
RDA Financial Network
8,844$562.6K0.1%GrowthMediumAkron, IA2026-10-15
Moller Wealth Partners
8,645$549.9K0.1%ETFVery LowNorthfield, IL2026-10-15
MassMutual Private Wealth & Trust, FSB
8,565$544.8K0.0%CoreLowSpringfield, MA2026-10-05
Darrow Company, Inc.
8,436$536.6K0.2%ETFVery LowNeedham, MA2026-10-22
Associated Banc-Corp
8,376$532.8K0.0%CoreLowGreen Bay, WI2026-10-30
Pioneer Family Office, LLC
8,319$529.2K0.3%ETFMediumNorth Miami Beach, FL2026-10-30
Simplicity Wealth,LLC
8,318$529.1K0.0%ETFLowSummit, NJ2026-10-23
Global Financial Private Client, LLC
8,284$527.0K0.1%GrowthLowSarasota, FL2026-10-15
Evergreen Capital Management LLC
8,020$510.2K0.0%GARPMediumBellevue, WA2026-10-23
Essex Bank
7,756$493.4K0.1%CoreLowEssex, CT2026-10-16
Latitude Advisors, LLC
7,637$485.8K0.2%ETFLowYorkville, IL2026-10-27
Columbia Advisory Partners LLC
7,563$481.1K0.3%ETFMediumSpokane, WA2026-10-15
Three Magnolias Financial Advisors, LLC
7,500$477.1K0.3%ETFLowWinston-Salem, NC2026-10-14
SeaCrest Wealth Management, LLC
7,431$472.7K0.1%GrowthLowPurchase, NY2026-10-21
Apeiron RIA LLC
7,351$467.7K0.1%ETFMediumDallas, TX2026-10-08
Mezzasalma Advisors, LLC
6,933$441.0K0.1%GrowthLowTinton Falls, NJ2026-10-14
15 Wealth Advisors LLC
6,925$440.7K0.1%ETFN/AMundelein, IL2026-10-14
Soltis Investment Advisors LLC
6,899$438.8K0.0%CoreMediumSt. George, UT2026-10-28
University of Texas S AM Investment Management Co
6,863$436.6K0.1%CoreHighAustin, TX2026-11-03
Americana Partners, LLC
6,814$433.4K0.0%CoreMediumHouston, TX2026-10-28
Westco Advisory Services Inc
6,752$429.5K0.3%GrowthLowLynbrook, NY2026-10-14
Advisor OS, LLC
6,734$428.3K0.0%ETFMediumChicago, IL2026-11-03
CDM Financial Counseling Services, Inc.
6,500$413.5K0.3%ETFVery LowNorwich, CT2026-10-15
Traynor Capital Management, Inc.
6,485$412.5K0.0%GrowthLowMalvern, PA2026-10-29
EverSource Wealth Advisors, LLC
6,476$411.9K0.0%CoreMediumBirmingham, AL2026-11-04
Capital Wealth Alliance, LLC
6,429$408.9K0.2%CoreLowScottsdale, AZ2026-10-20
Alchemi Wealth, LLC
6,335$403.0K0.2%CoreLowEssex, CT2026-11-04
Briggs Wealth Management, Inc
6,297$400.5K0.4%ETFLowGlastonbury, CT2026-10-26
Arwa LLC
6,198$401.5K0.1%ETFMediumFort Worth, TX2026-10-21
Parcion Private Wealth LLC
6,188$393.6K0.0%CoreMediumBellevue, WA2026-10-28
Ascent Wealth Partners, LLC
6,154$391.4K0.0%GrowthLowNew Hartford, NY2026-10-23
Grimes & Co Wealth Management, LLC
6,036$384.0K0.0%CoreLowWestborough, MA2026-10-29
Wealth Group Ltd
5,985$384.5K0.1%ETFLowEden Prairie, MN2026-10-07
Uptick Partners, LLC
5,910$375.9K0.1%ETFLowNacogdoches, TX2026-11-04
Beacon Financial Group
5,803$369.1K0.0%ETFMediumDallas, TX2026-10-19
Founders Financial Securities LLC
5,790$368.3K0.0%ETFMediumTowson, MD2026-10-28
Well Done, LLC
5,712$363.3K0.0%ETFLowHolland, MI2026-10-20
A4 Wealth Advisors LLC
5,698$362.5K0.2%ETFHighHuntersville, NC2026-10-20
M Holdings Securities, Inc.
5,508$350.0K0.1%ETFHighPortland, OR2026-11-03
Capital CS Group, LLC
5,440$346.0K0.3%YieldMediumIrvine, CA2026-10-29
Aviso Wealth Management
5,432$345.5K0.1%GrowthLowBellevue, WA2026-11-04
Modera Wealth Management, LLC
5,369$341.5K0.0%ETFVery LowWestwood, NJ2026-10-28
GoalVest Advisory LLC
5,230$332.7K0.1%ETFMediumNew York, NY2026-10-02
Brighton Jones LLC
5,187$329.9K0.0%CoreVery LowSeattle, WA2026-11-03
Tempus Wealth Planning, LLC
5,060$321.9K0.1%ETFMediumIrvine, CA2026-10-14
Missouri Trust & Investment Co
5,050$321.2K0.1%CoreVery LowSpringfield, MO2026-11-04
Citrine Capital LLC
5,026$319.7K0.1%ETFVery LowSan Francisco, CA2026-10-14
Wavvest Wealth LLC
4,990$317.4K0.3%ETFN/AChicago, IL2026-10-21
Wealth Architects, LLC
4,980$316.8K0.0%ETFVery LowMountain View, CA2026-11-03
Guidance Capital, Inc
4,875$296.9K0.1%ETFMediumLousville, KY2026-11-03
BlueChip Wealth Advisors LLC
4,821$306.7K0.1%ETFMediumMilton, GA2026-11-03
Vise Technologies, Inc.
4,728$300.7K0.0%IndexLowNew York, NY2026-10-29
CFS Investment Advisory Services, LLC
4,719$306.9K0.0%ETFMediumTotowa, NJ2026-10-19
B. Riley Wealth Advisors, Inc.
4,674$297.3K0.0%GrowthLowMemphis, TN2026-10-13
Beacon Financial Advisory LLC
4,652$295.9K0.1%ETFLowCleveland, OH2026-10-16
Regions Financial Corp
4,614$293.5K0.0%CoreLowBirmingham, AL2026-11-05
Stewardship Advisors, LLC
4,599$292.5K0.1%ETFMediumMount Joy, PA2026-10-20
Spire Wealth Management
4,541$288.9K0.0%GrowthMediumMclean, VA2026-10-30
Park Avenue Securities LLC
4,499$286.0K0.0%ETFMediumNew York, NY2026-10-26
Carolina Wealth Management Inc
4,367$277.8K0.1%ETFN/AGreenville, NC2026-10-29
Oath Planning, LLC
4,261$271.0K0.2%ETFVery LowTulsa, OK2026-10-20
Burns Matteson Capital Management, LLC
4,170$265.3K0.1%CoreMediumCorning, NY2026-10-16
Bank of New Hampshire
4,130$262.7K0.1%CoreLowLaconia, NH2026-10-06
MinichMacGregor Wealth Management, LLC
4,116$261.8K0.0%ETFHighSaratoga Springs, NY2026-10-14
Fiduciary Alliance LLC
4,104$261.0K0.0%CoreMediumGreenville, SC2026-10-13
Clarus Group, Inc.
4,000$254.4K0.1%ETFLowHouston, TX2026-10-21
Lifelong Wealth Advisors, Inc.
3,999$254.4K0.1%ETFLowArden Hills, MN2026-10-19
HB Wealth Management, LLC
3,993$254.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Laurel OAK Wealth Management, LLC
3,978$253.0K0.0%GrowthLowMarlton, NJ2026-10-19
Patriot Financial Group Insurance Agency, LLC
3,965$252.2K0.0%GrowthLowWalpole, MA2026-10-14
Matauro, LLC
3,851$245.0K0.0%ETFLowNew York, NY2026-11-03
Mesirow Financial Investment Management, Inc.
3,844$244.6K0.0%CoreLowChicago, IL2026-11-05
MSH Capital Advisors LLC
3,842$244.4K0.0%CoreLowScottsdale, AZ2026-11-03
Redwood Financial Network Corp
3,755$238.9K0.1%ETFLowSolon, OH2026-11-03
Valeo Financial Advisors, LLC
3,739$237.8K0.0%ETFLowCarmel, IN2026-10-08
Avidian Wealth Enterprises, LLC
3,727$237.1K0.0%ETFLowHouston, TX2026-10-08
William Mack & Associates, Inc.
3,706$235.7K0.1%ETFLowTroy, MI2026-10-27
AdvisorNet Financial, Inc
3,666$234.5K0.0%ETFLowMinnetonka, MN2026-10-15
Eclectic Associates Inc
3,640$231.5K0.0%ETFVery LowFullerton, CA2026-10-09
Keeler & Nadler Financial Planning & Wealth Management
3,632$231.0K0.1%ETFLowDublin, OH2026-10-28
Hazlett, Burt & Watson, Inc.
3,630$108.1K0.1%CoreVery LowWheeling, WV2026-11-04
Burke & Herbert Bank & Trust Co
3,595$228.7K0.1%CoreVery LowAlexandria, VA2026-11-02
Leo Wealth, LLC
3,594$228.6K0.0%CoreLowHurst, TX2026-10-26
Plancorp, LLC
3,590$220.7K0.0%ETFLowSaint Louis, MO2026-11-03
Navigation Group, LLC
3,568$227.0K0.0%ETFVery LowRedwood City, CA2026-10-28
Firethorn Wealth Partners, LLC
3,469$220.7K0.1%ETFLowAugusta, GA2026-10-14
PKS Advisory Services, LLC
3,454$211.6K0.0%ETFMediumAlbany, NY2026-10-26
Kingswood Wealth Advisors, LLC
3,442$219.0K0.0%GrowthLowSan Diego, CA2026-10-23
Firestone Capital Management
3,410$216.9K0.0%ETFVery LowSouth Miami, FL2026-11-03
Fifth Third Wealth Advisors LLC
3,399$216.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Imc-Chicago, LLC
3,337$212.3K0.0%GARPVery HighChicago, IL2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,331$211.9K0.0%GrowthVery LowSeattle, WA2026-10-27
CWA Asset Management Group, LLC
3,234$205.7K0.0%CoreMediumNaples, FL2026-10-19
Signature Estate & Investment Advisors LLC
3,219$204.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Bison Wealth, LLC
3,157$204.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Heritage Family Offices, LLP
2,780$176.8K0.1%GrowthHighScottsdale, AZ2026-11-02
American Capital Advisory, LLC
2,750$174.9K0.1%ETFLowKetchum, ID2026-10-28
Evolution Wealth Management Inc.
2,681$170.5K0.1%ETFMediumFort Myers, FL2026-10-28
Larson Financial Group LLC
2,629$167.2K0.0%GrowthLowSt Louis, MO2026-11-05
S.A. Mason LLC
2,600$165.4K0.0%GrowthVery LowHolland, MI2026-10-13
Kingdom Financial Group Llc.
2,454$156.1K0.0%ETFMediumPeoria, AZ2026-11-04
High Point Wealth Management, LLC
2,045$130.1K0.1%ETFLowChester, NJ2026-11-05
Parallel Advisors, LLC
1,997$127.1K0.0%IndexLowSan Francisco, CA2026-11-03
Key FInancial Inc
1,892$120.4K0.0%ETFLowWest Chester, PA2026-11-02
Register Financial Advisors LLC
1,770$112.6K0.0%GARPLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
1,698$108.0K0.0%ETFMediumEncinitas, CA2026-10-21
Main Street Group, LTD
1,370$87.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Jnba Financial Advisors
1,250$79.5K0.0%ETFMediumBloomington, MN2026-11-03
Archer Investment Corp
1,234$78.5K0.0%CoreMediumCarmel, IN2026-11-05
Team Financial Group, LLC
1,093$69.5K0.0%ETFLowTemecula, CA2026-10-30
SYM Financial Corp
1,051$66.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
CGC Financial Services, LLC
1,026$65.3K0.0%ETFLowLake Oswego, OR2026-10-13
Beacon Investment Advisory Services, Inc.
996$63.4K0.0%GrowthLowMorristown, NJ2026-10-13
POM Investment Strategies, LLC
884$56.2K0.0%ETFVery HighRaleigh, NC2026-10-20
Pinnacle Wealth Planning Services, Inc.
820$52.2K0.0%GARPLowMansfield, OH2026-10-27
Pinnacle Bancorp, Inc.
701$44.6K0.0%CoreVery LowBeatrice, NE2026-10-21
EPG Wealth Management LLC
690$43.9K0.0%GrowthLowAtlanta, GA2026-11-03
Lanark Financial, Inc.
657$41.8K0.0%CoreMediumBirmingham, AL2026-10-26
Union Savings Bank
652$41.5K0.0%CoreLowLitchfield, CT2026-10-14
Harbor Asset Planning, Inc.
608$38.7K0.0%ETFVery LowBelmont, MA2026-10-23
Key Capital Management, Inc
600$38.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Golden State Wealth Management, LLC
571$36.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Hager Investment Management Services, LLC
550$35.0K0.0%GrowthMediumNew London, NH2026-11-04
Downshift Financial, LLC
510$32.4K0.0%ETFLowBoulder, CO2026-10-13
Godsey & Gibb, Inc
510$32.4K0.0%CoreLowRichmond, VA2026-10-14
Rossby Financial, LCC
508$32.3K0.0%ETFMediumMelbourne, FL2026-11-05
Trust Co of Vermont
502$31.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Concord Wealth Partners
494$31.4K0.0%GrowthLowAbingdon, VA2026-11-02
Caldwell Trust Co
488$31.0K0.0%GrowthLowVenice, FL2026-10-30
Chilton Capital Management LLC
460$29.3K0.0%GrowthMediumHouston, TX2026-10-28
Fortitude Family Office, LLC
373$23.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
372$23.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Asset Dedication, LLC
371$23.6K0.0%ETFLowSan Francisco, CA2026-11-03
Birchbrook, Inc.
353$22.5K0.0%ETFLowBangor, ME2026-10-14
Hickory Point Bank & Trust
341$21.7K0.0%CoreVery LowDecatur, IL2026-10-01
Murphy & Mullick Capital Management Corp
300$19.1K0.0%GrowthLowSmithtown, NY2026-11-02
Goodman Advisory Group, LLC
277$17.6K0.0%GrowthHighNeedham, MA2026-11-02
Abound Wealth Management
271$17.2K0.0%ETFVery LowFranklin, TN2026-10-26
TD Waterhouse Canada Inc.
260$16.6K0.0%CoreLowToronto, Australia2026-10-16
Birchwood Financial Partners, Inc.
249$15.8K0.0%ETFVery LowBloomington, MN2026-11-02
Lloyd Advisory Services, Llc.
234$14.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Fairway Wealth LLC
229$14.6K0.0%ETFLowIndependence, OH2026-10-30
Ascentis Independent Advisors
225$14.3K0.0%ETFLowDallas, TX2026-11-03
AlphaCore Capital LLC
214$13.6K0.0%ETFLowLa Jolla, CA2026-11-04
Chung Wu Investment Group, LLC
200$12.7K0.0%GrowthMediumSugar Land, TX2026-11-03
Physician Wealth Advisors, Inc.
196$12.5K0.0%ETFMediumMidvale, UT2026-10-20
Bokf, NA
196$12.5K0.0%CoreLowTulsa, OK2026-10-27
Dhjj Financial Advisors, Ltd.
184$11.7K0.0%ETFVery LowNaperville, IL2026-10-23
Salomon & Ludwin, LLC
116$7.3K0.0%ETFVery LowRichmond, VA2026-10-29
JFS Wealth Advisors, LLC
115$7.3K0.0%ETFVery LowHermitage, PA2026-11-03
Hanson & Doremus Investment Management
105$70.0%CoreVery LowBurlington, VT2026-10-16
Blue Trust, Inc.
75$4.8K0.0%ETFLowBrentwood, TN2026-10-15
Signature Resources Capital Management, LLC
75$4.8K0.0%ETFLowNewport Beach, CA2026-10-16
Cullen T Bankers, Inc.
70$4.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Wagner Wealth Management, LLC
67$4.2K0.0%ETFLowGreenville, SC2026-10-21
Valley National Advisers Inc
65$4.1K0.0%ETFLowBethlehem, PA2026-10-23
Gables Capital Management Inc.
60$3.8K0.0%GrowthVery LowMiami, FL2026-11-04
GK Wealth Management LLC
51$3.2K0.0%GARPVery HighReno, NV2026-10-09
Gamma Investing LLC
50$3.2K0.0%IndexVery LowFoster City, CA2026-10-08
Tsfg, LLC
43$30.0%ETFLowLake Forest, IL2026-10-23
Weaver Capital Management LLC
16$1.0K0.0%GrowthMediumSuwanee, GA2026-10-15
Toth Financial Advisory Corp
11$7000.0%CoreLowLeesburg, VA2026-10-08
Compass Financial Management LLC
2$1300.0%CoreN/ATampa, FL2026-10-30
Prairie Wealth Advisors, Inc.
0$259.3K0.1%CoreVery LowOmaha, NE2026-10-29