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Invesco S&P Midcap Value WIT (XMVM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares643,035 from 624,819
Change+18,216 (+3%)
Value$44.9M (+$539.5K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares442,037 from 409,737
Change+32,300 (+8%)
Value$30.8M (+$1.8M)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares254,611 from 230,965
Change+23,646 (+10%)
Value$17.8M (+$1.4M)
Filed 2026-10-09
Citigroup Inc
INCREASED
Shares64,375 from 49,580
Change+14,795 (+30%)
Value$4.5M (+$974.0K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares63,850 from 64,207
Change-357 (-1%)
Value$4.5M (-$100.0K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares54,959 from 39,807
Change+15,152 (+38%)
Value$4.1M (+$1.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares46,919 from 46,118
Change+801 (+2%)
Value$3.3M (+$2.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,932 from 35,789
Change+2,143 (+6%)
Value$2.6M (+$108.0K)
Filed 2026-11-02
Everest Financial Group LLC
DECREASED
Shares34,674 from 35,072
Change-398 (-1%)
Value$2.4M (-$68.8K)
Filed 2026-11-06
Money Concepts Capital Corp
DECREASED
Shares30,035 from 30,247
Change-212 (-1%)
Value$2.1M (-$50.2K)
Filed 2026-11-06
Advisory Solutions Group, LLC
NEW
Shares27,352
Change+27,352
Value$1.9M
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares26,732 from 28,031
Change-1,299 (-5%)
Value$1.9M (-$123.4K)
Filed 2026-11-02
USAdvisors Wealth Management, LLC
INCREASED
Shares26,162 from 22,543
Change+3,619 (+16%)
Value$1.8K (-$1.6M)
Filed 2026-10-21
Roman Butler Fullerton & Co
INCREASED
Shares24,831 from 24,819
Change+12 (+0%)
Value$1.8M (-$11.3K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares24,102 from 11,914
Change+12,188 (+102%)
Value$1.7M (+$836.2K)
Filed 2026-10-07
Solutions 4 Wealth, Ltd
INCREASED
Shares22,703 from 17,419
Change+5,284 (+30%)
Value$1.6M (+$348.2K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
INCREASED
Shares18,856 from 8,620
Change+10,236 (+119%)
Value$1.3M (+$703.9K)
Filed 2026-10-19
Breakwater Capital Group
INCREASED
Shares18,037 from 17,827
Change+210 (+1%)
Value$1.3M (-$6.2K)
Filed 2026-10-09
LexAurum Advisors, LLC
INCREASED
Shares13,642 from 12,497
Change+1,145 (+9%)
Value$951.6K (+$65.3K)
Filed 2026-10-19
Institute for Wealth Management, Llc.
INCREASED
Shares9,387 from 9,385
Change+2 (+0%)
Value$654.7K (-$10.8K)
Filed 2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED
Shares8,749 from 8,749
Change0 (0%)
Value$610.2K (-$10.2K)
Filed 2026-10-19
J.M. Arbour, LLC
DECREASED
Shares8,294 from 8,682
Change-388 (-4%)
Value$578.5K (-$37.2K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares7,168 from 7,167
Change+1 (+0%)
Value$500.0K (-$8.3K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares6,699 from 6,608
Change+91 (+1%)
Value$467.3K (-$1.4K)
Filed 2026-10-23
Guidance Capital, Inc
DECREASED
Shares6,565 from 6,847
Change-282 (-4%)
Value$492.0K (-$14.2K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,346 from 6,275
Change+71 (+1%)
Value$442.6K (-$2.4K)
Filed 2026-10-13
Carlson Financial, Inc.
INCREASED
Shares5,980 from 5,025
Change+955 (+19%)
Value$417.1K (+$61.0K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
INCREASED
Shares5,946 from 5,917
Change+29 (+0%)
Value$414.7K (-$4.9K)
Filed 2026-10-27
Moneco Advisors, LLC
UNCHANGED
Shares5,537 from 5,537
Change0 (0%)
Value$386.2K (-$6.5K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares4,142
Change+4,142
Value$288.9K
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares3,215 from 3,233
Change-18 (-1%)
Value$224.2K (-$5.0K)
Filed 2026-11-03
Caldwell Trust Co
NEW
Shares3,210
Change+3,210
Value$223.9K
Filed 2026-10-30
Provident Living Financial Services, Inc.
DECREASED
Shares3,138 from 3,236
Change-98 (-3%)
Value$233.1K (+$3.6K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares3,099 from 2,972
Change+127 (+4%)
Value$216.2K (+$5.4K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$210.0K (-$3.6K)
Filed 2026-11-05
Allegheny Financial Group
NEW
Shares2,975
Change+2,975
Value$207.5K
Filed 2026-11-05
Westover Capital Advisors, LLC
DECREASED
Shares2,920 from 3,269
Change-349 (-11%)
Value$203.7K (-$28.2K)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares2,074 from 3,361
Change-1,287 (-38%)
Value$144.7K (-$93.7K)
Filed 2026-11-02
True Wealth Design, LLC
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$116.1K (-$1.9K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares1,390 from 825
Change+565 (+68%)
Value$97.0K (+$38.4K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$34.8K (-$585)
Filed 2026-11-03
Beacon Capital Management, Inc.
DECREASED
Shares381 from 382
Change-1 (0%)
Value$26.6K (-$516)
Filed 2026-10-13
Catherine Avery Investment Management LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$15.1K (-$254)
Filed 2026-10-14
Russell Investments Group, Ltd.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$8.7K (-$102)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.5K ($0)
Filed 2026-11-06
First Command Advisory Services, Inc.
NEW
Shares34
Change+34
Value$2.4K
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.7K (-$29)
Filed 2026-10-06
National Wealth Management Group, LLC
CLOSED
Shares0 from 9,332
Change-9,332 (-100%)
Value$0 (-$661.8K)
Filed 2026-10-26
Ullmann Wealth Partners Group, LLC
CLOSED
Shares0 from 3,645
Change-3,645 (-100%)
Value$0 (-$258.5K)
Filed 2026-11-02
IFP Advisors, Inc
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$85.5K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,193
Change-1,193 (-100%)
Value$0 (-$84.6K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,122
Change-1,122 (-100%)
Value$0 (-$79.6K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-14
Bank of America Corp
N/A
Shares— from 630,521
Change-630,521 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 286,584
Change-286,584 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 282,185
Change-282,185 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 268,115
Change-268,115 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 229,287
Change-229,287 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 177,881
Change-177,881 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,254
Change-92,254 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 75,667
Change-75,667 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 67,662
Change-67,662 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 59,209
Change-59,209 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 55,906
Change-55,906 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 53,660
Change-53,660 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 45,787
Change-45,787 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 39,904
Change-39,904 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 27,699
Change-27,699 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,723
Change-23,723 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,611
Change-23,611 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,661
Change-19,661 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,493
Change-18,493 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,992
Change-13,992 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,060
Change-13,060 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,442
Change-6,442 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,274
Change-5,274 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,943
Change-2,943 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 875
Change-875 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 388
Change-388 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 337
Change-337 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 83
Change-83 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED643,035624,819+18,216+3%$44.3M$44.9M+$539.5K2026-11-06
Avior Wealth Management, LLC
INCREASED442,037409,737+32,300+8%$29.1M$30.8M+$1.8M2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
INCREASED254,611230,965+23,646+10%$16.4M$17.8M+$1.4M2026-10-09
Citigroup Inc
INCREASED64,37549,580+14,795+30%$3.5M$4.5M+$974.0K2026-11-04
Independent Financial Group, LLC
DECREASED63,85064,207-357-1%$4.6M$4.5M-$100.0K2026-10-13
Sovran Advisors, LLC
INCREASED54,95939,807+15,152+38%$3.0M$4.1M+$1.1M2026-11-02
Thrivent Financial for Lutherans
INCREASED46,91946,118+801+2%$3.3M$3.3M+$2.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED37,93235,789+2,143+6%$2.5M$2.6M+$108.0K2026-11-02
Everest Financial Group LLC
DECREASED34,67435,072-398-1%$2.5M$2.4M-$68.8K2026-11-06
Money Concepts Capital Corp
DECREASED30,03530,247-212-1%$2.1M$2.1M-$50.2K2026-11-06
Advisory Solutions Group, LLC
NEW27,352—+27,352——$1.9M—2026-10-14
Commonwealth Equity Services, LLC
DECREASED26,73228,031-1,299-5%$2.0M$1.9M-$123.4K2026-11-02
USAdvisors Wealth Management, LLC
INCREASED26,16222,543+3,619+16%$1.6M$1.8K-$1.6M2026-10-21
Roman Butler Fullerton & Co
INCREASED24,83124,819+12+0%$1.8M$1.8M-$11.3K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED24,10211,914+12,188+102%$844.9K$1.7M+$836.2K2026-10-07
Solutions 4 Wealth, Ltd
INCREASED22,70317,419+5,284+30%$1.2M$1.6M+$348.2K2026-11-03
Key Client Fiduciary Advisors, LLC
INCREASED18,8568,620+10,236+119%$611.3K$1.3M+$703.9K2026-10-19
Breakwater Capital Group
INCREASED18,03717,827+210+1%$1.3M$1.3M-$6.2K2026-10-09
LexAurum Advisors, LLC
INCREASED13,64212,497+1,145+9%$886.3K$951.6K+$65.3K2026-10-19
Institute for Wealth Management, Llc.
INCREASED9,3879,385+2+0%$665.6K$654.7K-$10.8K2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED8,7498,74900%$620.5K$610.2K-$10.2K2026-10-19
J.M. Arbour, LLC
DECREASED8,2948,682-388-4%$615.7K$578.5K-$37.2K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED7,1687,167+1+0%$508.2K$500.0K-$8.3K2026-11-04
Sigma Planning Corp
INCREASED6,6996,608+91+1%$468.7K$467.3K-$1.4K2026-10-23
Guidance Capital, Inc
DECREASED6,5656,847-282-4%$506.1K$492.0K-$14.2K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED6,3466,275+71+1%$445.0K$442.6K-$2.4K2026-10-13
Carlson Financial, Inc.
INCREASED5,9805,025+955+19%$356.2K$417.1K+$61.0K2026-11-05
Comprehensive Financial Planning, Inc.
INCREASED5,9465,917+29+0%$419.6K$414.7K-$4.9K2026-10-27
Moneco Advisors, LLC
UNCHANGED5,5375,53700%$392.7K$386.2K-$6.5K2026-11-05
Stackstone Wealth, LLC
NEW4,142—+4,142——$288.9K—2026-10-19
RFG Advisory, LLC
DECREASED3,2153,233-18-1%$229.3K$224.2K-$5.0K2026-11-03
Caldwell Trust Co
NEW3,210—+3,210——$223.9K—2026-10-30
Provident Living Financial Services, Inc.
DECREASED3,1383,236-98-3%$229.5K$233.1K+$3.6K2026-11-03
Kestra Advisory Services, LLC
INCREASED3,0992,972+127+4%$210.8K$216.2K+$5.4K2026-11-02
US Bancorp \de\
UNCHANGED3,0103,01000%$213.5K$210.0K-$3.6K2026-11-05
Allegheny Financial Group
NEW2,975—+2,975——$207.5K—2026-11-05
Westover Capital Advisors, LLC
DECREASED2,9203,269-349-11%$231.8K$203.7K-$28.2K2026-10-26
Golden State Wealth Management, LLC
DECREASED2,0743,361-1,287-38%$238.4K$144.7K-$93.7K2026-11-02
True Wealth Design, LLC
UNCHANGED1,6651,66500%$118.1K$116.1K-$1.9K2026-10-13
Harbor Investment Advisory, LLC
INCREASED1,390825+565+68%$58.5K$97.0K+$38.4K2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED49849800%$35.4K$34.8K-$5852026-11-03
Beacon Capital Management, Inc.
DECREASED381382-10%$27.1K$26.6K-$5162026-10-13
Catherine Avery Investment Management LLC
UNCHANGED21721700%$15.4K$15.1K-$2542026-10-14
Russell Investments Group, Ltd.
UNCHANGED12412400%$8.8K$8.7K-$1022026-11-06
Allworth Financial LP
UNCHANGED505000%$3.5K$3.5K$02026-11-06
First Command Advisory Services, Inc.
NEW34—+34——$2.4K—2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED252500%$1.8K$1.7K-$292026-10-06
National Wealth Management Group, LLC
CLOSED09,332-9,332-100%$661.8K$0-$661.8K2026-10-26
Ullmann Wealth Partners Group, LLC
CLOSED03,645-3,645-100%$258.5K$0-$258.5K2026-11-02
IFP Advisors, Inc
CLOSED01,205-1,205-100%$85.5K$0-$85.5K2026-10-16
International Assets Investment Management, LLC
CLOSED01,193-1,193-100%$84.6K$0-$84.6K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,122-1,122-100%$79.6K$0-$79.6K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED065-65-100%$4.6K$0-$4.6K2026-10-14
Bank of America Corp
N/A—630,521-630,521-100%$44.7M———
Foundations Investment Advisors, LLC
N/A—286,584-286,584-100%$20.3M———
Raymond James Financial Inc
N/A—282,185-282,185-100%$20.0M———
Ameriprise Financial Inc
N/A—268,115-268,115-100%$19.0M———
Morgan Stanley
N/A—229,287-229,287-100%$16.3M———
Northwestern Mutual Wealth Management Co
N/A—177,881-177,881-100%$12.6M———
Cetera Investment Advisers
N/A—92,254-92,254-100%$6.5M———
Royal Bank of Canada
N/A—75,667-75,667-100%$5.4M———
Osaic Holdings, Inc.
N/A—67,662-67,662-100%$4.8M———
Equitable Holdings, Inc.
N/A—59,209-59,209-100%$4.2M———
Jones Financial Companies Lllp
N/A—55,906-55,906-100%$4.0M———
Captrust Financial Advisors
N/A—53,660-53,660-100%$3.8M———
Wells Fargo & Company
N/A—45,787-45,787-100%$3.2M———
Wescap Management Group, Inc.
N/A—39,904-39,904-100%$2.8M———
Ausdal Financial Partners, Inc.
N/A—27,699-27,699-100%$2.0M———
Envestnet Asset Management Inc
N/A—23,723-23,723-100%$1.7M———
Sanctuary Advisors, LLC
N/A—23,611-23,611-100%$1.7M———
MML Investors Services, LLC
N/A—19,661-19,661-100%$1.4M———
Citadel Advisors LLC
N/A—18,493-18,493-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—13,992-13,992-100%$992.0K———
Betterment LLC
N/A—13,060-13,060-100%$926.0K———
Natixis Advisors, LLC
N/A—13,000-13,000-100%$921.0K———
Two Sigma Investments, LP
N/A—10,300-10,300-100%$730.5K———
Waverly Advisors, LLC
N/A—8,136-8,136-100%$577.0K———
Pacific SUN Financial Corp
N/A—6,683-6,683-100%$474.0K———
Keating Financial Advisory Services, Inc.
N/A—6,442-6,442-100%$456.9K———
Principal Securities, Inc.
N/A—5,858-5,858-100%$415.4K———
Independent Advisor Alliance
N/A—5,718-5,718-100%$405.5K———
Janney Montgomery Scott LLC
N/A—5,274-5,274-100%$374.0K———
Schrum Private Wealth Management LLC
N/A—4,500-4,500-100%$232.4K———
Stifel Financial Corp
N/A—4,164-4,164-100%$295.3K———
UBS Group AG
N/A—3,900-3,900-100%$276.6K———
CreativeOne Wealth, LLC
N/A—3,771-3,771-100%$267.4K———
Benjamin Edwards Inc
N/A—3,507-3,507-100%$248.7K———
Bessemer Group Inc
N/A—3,339-3,339-100%$237.0K———
Jane Street Group, LLC
N/A—3,331-3,331-100%$236.2K———
Private Advisor Group, LLC
N/A—3,180-3,180-100%$225.6K———
Silver OAK Securities, Incorporated
N/A—3,075-3,075-100%$218.1K———
SHP Wealth Management
N/A—2,943-2,943-100%$208.7K———
Ameritas Advisory Services, LLC
N/A—2,926-2,926-100%$207.5K———
FMR LLC
N/A—1,634-1,634-100%$115.9K———
AE Wealth Management LLC
N/A—1,599-1,599-100%$113.4K———
Steward Partners Investment Advisory, LLC
N/A—1,339-1,339-100%$95.0K———
Geneos Wealth Management Inc.
N/A—1,109-1,109-100%$78.6K———
JPMorgan Chase & Co
N/A—875-875-100%$62.5K———
IFG Advisory, LLC
N/A—747-747-100%$53.0K———
Harbour Investments, Inc.
N/A—388-388-100%$27.5K———
Hantz Financial Services, Inc.
N/A—337-337-100%$24.0K———
NewEdge Advisors, LLC
N/A—316-316-100%$22.4K———
Tanglewood Legacy Advisors, LLC
N/A—295-295-100%$20.9K———
Vanguard Advisers Inc
N/A—83-83-100%$5.9K———
GeoWealth Management, LLC
N/A—66-66-100%$4.7K———
Founders Financial Alliance, LLC
N/A—1-1-100%$71———
Showing 106 of 106 institutions