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Invesco S&P Midcap Momentum (XMMO)

CUSIP: 46137V464 | NYSE | 801 institutional holders

Quarters

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

Vantagepoint Investment Advisers LLC786,810
0.9% of portfolio›$115.5M
Cambridge Investment Research Advisors, Inc.444,194
0.4% of portfolio›$65.2M
Commonwealth Equity Services, LLC365,151
0.1% of portfolio›$53.6M
Citigroup Inc189,241
0.0% of portfolio›$27.8M
Davidson Capital Management Inc.138,009
3.4% of portfolio›$20.3M
Affinity Wealth LLC129,859
9.3% of portfolio›$17.5M
Focus Financial Network, Inc.127,536
0.6% of portfolio›$18.7M
Dala Group, LLC124,996
13.6% of portfolio›$18.3M
Oasis Advisors, LLC121,671
7.5% of portfolio›$17.9M
Kestra Advisory Services, LLC116,138
0.0% of portfolio›$17.0M
Sound Income Strategies, LLC103,673
0.7% of portfolio›$15.3M
Fifth Third Securities, Inc.98,914
0.7% of portfolio›$14.5M
TD Private Client Wealth LLC97,339
0.3% of portfolio›$14.3M
Manchester Financial Inc97,294
2.5% of portfolio›$14.3M
Financial Partners Group, Inc96,481
1.5% of portfolio›$14.2M
Wealth Enhancement Advisory Services, LLC95,268
0.0% of portfolio›$14.0M
Retirement Financial Solutions, LLC94,648
3.3% of portfolio›$13.9M
Family Investment Center, Inc.87,554
2.1% of portfolio›$12.8M
Flagship Wealth Advisors, LLC70,921
2.3% of portfolio›$10.4M
Principle Wealth Partners LLC67,966
0.5% of portfolio›$10.0M
Avaii Wealth Management, LLC66,099
2.9% of portfolio›$10.0M
LMG Wealth Partners, LLC63,206
1.5% of portfolio›$9.3M
Koshinski Asset Management, Inc.57,737
0.4% of portfolio›$8.5M
Meridian Wealth Management, LLC55,711
0.2% of portfolio›$8.2M
Sunrise Financial Services, LLC54,651
4.4% of portfolio›$8.0M
B. Riley Wealth Advisors, Inc.50,685
0.3% of portfolio›$7.4M
Titleist Asset Management, LLC50,026
0.5% of portfolio›$7.3M
Schorn Wealth LLC44,170
1.7% of portfolio›$6.5M
Flagship Harbor Advisors, LLC43,085
0.2% of portfolio›$6.3M
Prime Capital Investment Advisors, LLC38,221
0.1% of portfolio›$5.6M
Clear Creek Financial Management, LLC37,950
0.4% of portfolio›$5.6M
Sigma Planning Corp37,205
0.1% of portfolio›$5.5M
Accel Wealth Management36,934
1.2% of portfolio›$5.4M
Ullmann Wealth Partners Group, LLC35,924
0.5% of portfolio›$5.3M
Park Avenue Securities LLC35,776
0.1% of portfolio›$5.3M
HBW Advisory Services LLC34,343
0.5% of portfolio›$5.0M
Prospera Financial Services Inc33,624
0.1% of portfolio›$4.6M
Colonial River Investments, LLC33,393
1.3% of portfolio›$4.9M
Breakwater Capital Group33,316
0.6% of portfolio›$4.9M
Farther Finance Advisors, LLC32,558
0.0% of portfolio›$4.8M
Chicago Partners Investment Group LLC32,380
0.1% of portfolio›$4.4M
Guilbault Capital LLC31,585
4.5% of portfolio›$4.6M
Columbia Advisory Partners LLC31,456
2.5% of portfolio›$4.6M
Creative Financial Designs Inc31,442
0.2% of portfolio›$4.6M
Vicus Capital29,792
0.3% of portfolio›$4.4M
Signature Estate & Investment Advisors LLC29,729
0.1% of portfolio›$4.4M
MY Wealth Management Inc.29,394
3.1% of portfolio›$4.3M
GPM Growth Investors, Inc.27,802
1.7% of portfolio›$4.1M
Independent Financial Group, LLC27,727
0.1% of portfolio›$4.1M
Guardian Asset Advisors, LLC26,691
1.7% of portfolio›$3.9M
ATX Financial Planning, LLC26,185
2.5% of portfolio›$3.8M
Trust Co of Toledo NA26,083
0.3% of portfolio›$3.8M
Paller Financial Services Inc25,647
2.9% of portfolio›$3.8M
Integrity Alliance, Llc.25,629
0.1% of portfolio›$3.8M
Parr Mcknight Wealth Management Group, LLC24,888
0.4% of portfolio›$3.7M
VestGen Advisors, LLC22,818
0.1% of portfolio›$3.3M
Lynch Investment Planning, LLC22,619
2.4% of portfolio›$3.3M
Verde Capital Management21,869
0.6% of portfolio›$3.2M
GW Henssler & Associates LTD21,437
0.1% of portfolio›$3.1M
Elm3 Financial Group, LLC21,071
2.1% of portfolio›$3.1M
Wealthcare Advisory Partners LLC20,598
0.1% of portfolio›$3.0M
Spectrum Wealth Advisory Group, LLC20,288
0.8% of portfolio›$3.0M
Anson Capital, Inc.20,220
1.9% of portfolio›$3.0M
Kellett Wealth Advisors, LLC20,176
1.1% of portfolio›$3.0M
Carolina Wealth Management Inc20,065
1.3% of portfolio›$2.9M
Independent Wealth Network Inc.20,064
0.7% of portfolio›$2.9M
Noble Wealth Management PBC19,971
1.3% of portfolio›$2.9M
Monetary Solutions, Ltd19,499
2.4% of portfolio›$2.9M
Southland Equity Partners LLC19,314
0.5% of portfolio›$2.8M
Founders Financial Securities LLC19,008
0.1% of portfolio›$2.8M
Sovran Advisors, LLC18,697
0.2% of portfolio›$2.6M
Y-Intercept (Hong Kong) Ltd18,213
0.1% of portfolio›$2.7M
Perigon Wealth Management, LLC17,611
0.0% of portfolio›$2.6M
Refined Wealth Management17,514
1.4% of portfolio›$2.6M
Diversified Enterprises, LLC17,443
0.1% of portfolio›$2.6M
Atria Investments, Inc15,619
0.0% of portfolio›$2.3M
Certified Advisory Corp15,310
0.2% of portfolio›$2.2M
Guardian Partners Inc.15,242
0.2% of portfolio›$2.2M
Citizens Financial Group Inc15,125
0.0% of portfolio›$2.2M
RFG Advisory, LLC15,033
0.0% of portfolio›$2.2M
Total Clarity Wealth Management, Inc.14,467
0.4% of portfolio›$2.1M
Unique Wealth, LLC14,375
0.2% of portfolio›$2.1M
JBR Co Financial Management Inc14,212
0.9% of portfolio›$2.4M
SeaCrest Wealth Management, LLC14,017
0.2% of portfolio›$2.1M
Comprehensive Financial Planning, Inc.13,311
1.1% of portfolio›$2.0M
Northbridge Financial Group, LLC13,189
0.7% of portfolio›$2.0M
Creative Planning12,609
0.0% of portfolio›$1.9M
Fortitude Family Office, LLC12,300
0.3% of portfolio›$1.8M
Visionary Wealth Advisors12,218
0.1% of portfolio›$1.8M
PFG Advisors11,793
0.1% of portfolio›$1.7M
Traynor Capital Management, Inc.11,632
0.1% of portfolio›$1.7M
Comprehensive Wealth Management, LLC10,419
0.7% of portfolio›$1.5M
Cornerstone Management, Inc.10,368
0.2% of portfolio›$1.5M
Oppenheimer & Co Inc10,014
0.0% of portfolio›$1.5M
Howard Capital Management, LLC9,988
0.0% of portfolio›$1.5M
Concurrent Investment Advisors, LLC9,912
0.0% of portfolio›$1.5M
Convergence Financial, LLC9,819
0.2% of portfolio›$1.4M
Dynamic Advisor Solutions LLC9,362
0.0% of portfolio›$1.4M
MFA Wealth Services9,351
0.8% of portfolio›$1.4M
OxenFree Capital LLC9,288
0.6% of portfolio›$1.4M
Blue Jean Financial LLC9,030
0.8% of portfolio›$1.3M
Spire Wealth Management8,970
0.0% of portfolio›$1.3M
Secure Asset Management, LLC8,826
0.2% of portfolio›$1.3M
Burke & Herbert Bank & Trust Co8,461
0.3% of portfolio›$1.2M
Tactive Advisors, LLC8,438
0.3% of portfolio›$1.2M
MGO One Seven LLC8,393
0.0% of portfolio›$1.2M
Fortune Financial Group, Inc.8,363
1.1% of portfolio›$1.2M
Commonwealth Financial Services, LLC8,264
0.2% of portfolio›$1.2M
Foresight Capital Management Advisors, Inc.8,185
0.6% of portfolio›$1.2M
Mascagni Wealth Management, Inc.7,772
0.7% of portfolio›$1.1M
Carlson Financial, Inc.7,692
0.6% of portfolio›$1.1M
Patten Group, Inc.7,681
0.2% of portfolio›$1.1M
Urban Wealth Management, LLC7,640
1.0% of portfolio›$1.1M
Kingswood Wealth Advisors, LLC7,622
0.0% of portfolio›$1.1M
R2 Capital Strategies, LLC7,125
0.4% of portfolio›$1.0M
Rooted Wealth Advisors, Inc.7,122
0.3% of portfolio›$1.2M
Elevation Capital Advisory, LLC6,967
0.4% of portfolio›$1.0M
Armbruster Capital Management, Inc.6,959
0.2% of portfolio›$1.0M
Centerpoint Advisory Group6,908
0.6% of portfolio›$1.0M
Signal Advisors Wealth, LLC6,889
0.0% of portfolio›$1.0M
SeaBridge Investment Advisors LLC6,698
0.1% of portfolio›$982.9K
Brookstone Capital Management6,639
0.0% of portfolio›$974.3K
Csenge Advisory Group6,580
0.0% of portfolio›$965.6K
Kestra Private Wealth Services, LLC6,407
0.0% of portfolio›$940.2K
Journey Advisory Group, LLC6,183
0.1% of portfolio›$907.4K
Cap Partners, LLC5,927
0.4% of portfolio›$869.8K
Insight Wealth Strategies, LLC5,619
0.1% of portfolio›$824.6K
HRC Wealth Management, LLC5,575
0.3% of portfolio›$818.2K
Grandview Asset Management LLC5,055
0.2% of portfolio›$741.8K
Meridian Financial Advisors, LLC4,935
0.3% of portfolio›$724.2K
Sheets Smith Wealth Management4,852
0.1% of portfolio›$712.0K
Silver Grove Financial Group, Inc.4,568
0.3% of portfolio›$670.4K
Parcion Private Wealth LLC4,555
0.0% of portfolio›$668.4K
Investors Research Corp4,527
0.1% of portfolio›$664.3K
Bellecapital International Ltd.4,367
0.1% of portfolio›$640.9K
ACT Wealth Management, LLC4,325
0.2% of portfolio›$634.8K
Redhawk Wealth Advisors, Inc.4,137
0.1% of portfolio›$607.1K
E&G Advisors, LLC4,085
0.1% of portfolio›$599.5K
Private Trust Co NA4,055
0.0% of portfolio›$595.1K
Walled Lake Planning & Wealth Management, LLC4,012
0.1% of portfolio›$588.8K
Truist Financial Corp3,933
0.0% of portfolio›$577.1K
BNB Wealth Management, LLC3,910
0.3% of portfolio›$573.7K
Main Street Group, LTD3,740
0.1% of portfolio›$548.8K
International Assets Investment Management, LLC3,551
0.0% of portfolio›$530.3K
Lodestone Wealth Management LLC3,550
0.2% of portfolio›$521.0K
Focused Alpha, LLC3,522
0.1% of portfolio›$516.8K
CoreCap Advisors, LLC3,518
0.0% of portfolio›$516.3K
Uptick Partners, LLC3,425
0.1% of portfolio›$502.7K
Wedbush Securities Inc3,409
0.0% of portfolio›$500
World Equity Group, Inc.3,404
0.2% of portfolio›$499.7K
Whipplewood Advisors, LLC3,362
0.3% of portfolio›$493.4K
Atlas Private Wealth Advisors3,294
0.1% of portfolio›$483.4K
IFP Advisors, Inc3,284
0.0% of portfolio›$481.9K
Cornerstone Wealth Management, LLC3,240
0.0% of portfolio›$475.5K
Retirement Planning Group, LLC3,164
0.0% of portfolio›$464.3K
D.A. Davidson & Co.3,137
0.0% of portfolio›$460.4K
Elwood & Goetz Wealth Advisory Group, LLC2,818
0.1% of portfolio›$413.6K
Capital Square, LLC2,781
0.2% of portfolio›$408.2K
Crescent Sterling, Ltd.2,766
0.3% of portfolio›$405.9K
Sculati Wealth Management, LLC2,671
0.1% of portfolio›$391.3K
Caldwell Trust Co2,668
0.0% of portfolio›$391.5K
TCP Asset Management, LLC2,491
0.0% of portfolio›$377.2K
Vise Technologies, Inc.2,404
0.0% of portfolio›$352.9K
Harbor Asset Planning, Inc.2,381
0.3% of portfolio›$349.5K
Wealth Management Nebraska2,253
0.0% of portfolio›$330.6K
TFB Advisors LLC2,205
0.1% of portfolio›$323.6K
Fulton Bank, N.A.2,161
0.0% of portfolio›$317.1K
Apollon Wealth Management, LLC2,133
0.0% of portfolio›$313.0K
Tennessee Valley Asset Management Partners2,071
0.0% of portfolio›$303.9K
Hazlett, Burt & Watson, Inc.2,043
0.1% of portfolio›$111.2K
Mission Financial Group, LLC1,908
0.2% of portfolio›$280.0K
Longview Financial Advisors, Inc.1,891
0.2% of portfolio›$277.5K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,821
0.0% of portfolio›$267.2K
Capital Wealth Alliance, LLC1,800
0.1% of portfolio›$264.2K
RVW Wealth, LLC1,789
0.0% of portfolio›$262.6K
Silverlake Wealth Management LLC1,753
0.0% of portfolio›$257.3K
Trek Financial, LLC1,737
0.0% of portfolio›$254.9K
Fermata Advisors, LLC1,717
0.0% of portfolio›$251.9K
StoneX Group Inc.1,698
0.0% of portfolio›$249.2K
Nottingham Advisors, Inc.1,660
0.0% of portfolio›$247.9K
Englebert Financial Advisers, LLC1,644
0.2% of portfolio›$241.3K
PKS Advisory Services, LLC1,627
0.0% of portfolio›$277.1K
HB Wealth Management, LLC1,603
0.0% of portfolio›$235.2K
Instrumental Wealth, LLC1,599
0.1% of portfolio›$234.6K
Unified Investment Management1,565
0.2% of portfolio›$229.7K
Simplicity Wealth,LLC1,508
0.0% of portfolio›$221.3K
Larson Financial Group LLC1,494
0.0% of portfolio›$219.2K
Valeo Financial Advisors, LLC1,443
0.0% of portfolio›$211.7K
Rossby Financial, LCC1,396
0.0% of portfolio›$204.9K
Optivise Advisory Services LLC1,384
0.1% of portfolio›$203.1K
Axxcess Wealth Management, LLC1,376
0.0% of portfolio›$201.9K
Richards, Merrill & Peterson, Inc.1,089
0.0% of portfolio›$159.8K
EverSource Wealth Advisors, LLC1,087
0.0% of portfolio›$159.5K
Cullen T Bankers, Inc.935
0.0% of portfolio›$137.3K
Polaris Financial Partners779
0.1% of portfolio›$114
Sage Mountain Advisors LLC764
0.0% of portfolio›$112.1K
Assetmark, Inc703
0.0% of portfolio›$103.2K
Ashton Thomas Private Wealth, LLC611
0.0% of portfolio›$89.7K
Harbor Investment Advisory, LLC590
0.0% of portfolio›$86.6K
Mather Group, Llc.587
0.0% of portfolio›$86.1K
Bokf, NA568
0.0% of portfolio›$83.4K
Parkside Financial Bank & Trust485
0.0% of portfolio›$71.2K
Capital Investment Advisory Services, LLC481
0.0% of portfolio›$70.5K
Godsey & Gibb, Inc446
0.0% of portfolio›$65.5K
Key FInancial Inc430
0.0% of portfolio›$63.1K
City State Bank350
0.0% of portfolio›$51.4K
Rydar Equities, Inc.266
0.0% of portfolio›$39.5K
Archer Investment Corp265
0.0% of portfolio›$38.9K
Lanark Financial, Inc.242
0.0% of portfolio›$35.5K
TD Waterhouse Canada Inc.220
0.0% of portfolio›$32.8K
Golden State Wealth Management, LLC216
0.0% of portfolio›$31.7K
Planning Strategies Inc.202
0.0% of portfolio›$29.6K
Pinnacle Bancorp, Inc.191
0.0% of portfolio›$28.0K
Beacon Capital Management, Inc.178
0.0% of portfolio›$26.1K
Signature Resources Capital Management, LLC161
0.0% of portfolio›$23.6K
Rosenberg Matthew Hamilton150
0.0% of portfolio›$22.0K
Toth Financial Advisory Corp148
0.0% of portfolio›$21.7K
GoalVest Advisory LLC136
0.0% of portfolio›$20.0K
Wealth Enhancement Trust Services, Inc.131
0.0% of portfolio›$19.2K
Abound Wealth Management129
0.0% of portfolio›$18.9K
Register Financial Advisors LLC107
0.0% of portfolio›$15.7K
Nfsg Corp102
0.0% of portfolio›$15.0K
Lloyd Advisory Services, Llc.94
0.0% of portfolio›$13.8K
Jnba Financial Advisors83
0.0% of portfolio›$12.2K
Latitude Advisors, LLC81
0.0% of portfolio›$11.9K
First Pacific Financial36
0.0% of portfolio›$5.3K
Plante Moran Financial Advisors, LLC30
0.0% of portfolio›$4.4K
Central Pacific Bank - Trust Division17
0.0% of portfolio›$2.5K
Farmers & Merchants Investments Inc15
0.0% of portfolio›$2.2K
Signaturefd, LLC12
0.0% of portfolio›$1.8K
Nvwm, LLC8
0.0% of portfolio›$1.2K
Trust Co4
0.0% of portfolio›$587
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
786,810$115.5M0.9%ETFVery LowWashington, DC2026-10-26
Cambridge Investment Research Advisors, Inc.
444,194$65.2M0.4%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
365,151$53.6M0.1%ETFLowWaltham, MA2026-11-02
Citigroup Inc
189,241$27.8M0.0%CoreMediumNew York, NY2026-11-04
Davidson Capital Management Inc.
138,009$20.3M3.4%GrowthMediumCorpus Christi, TX2026-10-15
Affinity Wealth LLC
129,859$17.5M9.3%ETFHighCanton, OH2026-11-03
Focus Financial Network, Inc.
127,536$18.7M0.6%ETFLowMinneapolis, MN2026-10-14
Dala Group, LLC
124,996$18.3M13.6%ETFMediumHoffman Estates, IL2026-10-29
Oasis Advisors, LLC
121,671$17.9M7.5%ETFMediumForest City, IA2026-10-16
Kestra Advisory Services, LLC
116,138$17.0M0.0%CoreLowAustin, TX2026-11-02
Sound Income Strategies, LLC
103,673$15.3M0.7%YieldMediumFt Lauderdale, FL2026-10-09
Fifth Third Securities, Inc.
98,914$14.5M0.7%ETFLowCincinnati, OH2026-10-21
TD Private Client Wealth LLC
97,339$14.3M0.3%ETFLowNew York, NY2026-10-28
Manchester Financial Inc
97,294$14.3M2.5%ETFMediumWestlake Village, CA2026-10-15
Financial Partners Group, Inc
96,481$14.2M1.5%ETFLowOverland Park, KS2026-10-19
Wealth Enhancement Advisory Services, LLC
95,268$14.0M0.0%CoreLowPlymouth, MN2026-10-13
Retirement Financial Solutions, LLC
94,648$13.9M3.3%ETFMediumKnoxville, TN2026-10-20
Family Investment Center, Inc.
87,554$12.8M2.1%ETFMediumSaint Joseph, MO2026-10-19
Flagship Wealth Advisors, LLC
70,921$10.4M2.3%ETFLowWakefield, MA2026-11-03
Principle Wealth Partners LLC
67,966$10.0M0.5%CoreVery LowMadison, CT2026-11-02
Avaii Wealth Management, LLC
66,099$10.0M2.9%ETFMediumAppleton, WI2026-10-09
LMG Wealth Partners, LLC
63,206$9.3M1.5%ValueVery LowShreveport, LA2026-11-05
Koshinski Asset Management, Inc.
57,737$8.5M0.4%ETFLowDecatur, IL2026-10-29
Meridian Wealth Management, LLC
55,711$8.2M0.2%GrowthLowLexington, KY2026-11-05
Sunrise Financial Services, LLC
54,651$8.0M4.4%ETFMediumBurien, WA2026-10-21
B. Riley Wealth Advisors, Inc.
50,685$7.4M0.3%GrowthLowMemphis, TN2026-10-13
Titleist Asset Management, LLC
50,026$7.3M0.5%ETFLowSan Antonio, TX2026-10-08
Schorn Wealth LLC
44,170$6.5M1.7%ETFLowEnglewood, FL2026-10-14
Flagship Harbor Advisors, LLC
43,085$6.3M0.2%ETFMediumBoston, MA2026-10-26
Prime Capital Investment Advisors, LLC
38,221$5.6M0.1%ETFLowOverland Park, KS2026-10-20
Clear Creek Financial Management, LLC
37,950$5.6M0.4%ETFMediumSilverdale, WA2026-10-28
Sigma Planning Corp
37,205$5.5M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Accel Wealth Management
36,934$5.4M1.2%ETFLowWaverly, IA2026-10-13
Ullmann Wealth Partners Group, LLC
35,924$5.3M0.5%ETFLowJacksonville Beach, FL2026-11-02
Park Avenue Securities LLC
35,776$5.3M0.1%ETFMediumNew York, NY2026-10-26
HBW Advisory Services LLC
34,343$5.0M0.5%ETFMediumSimi Valley, CA2026-10-15
Prospera Financial Services Inc
33,624$4.6M0.1%CoreMediumDallas, TX2026-11-04
Colonial River Investments, LLC
33,393$4.9M1.3%GrowthMediumMidlothian, VA2026-10-19
Breakwater Capital Group
33,316$4.9M0.6%ETFLowParamus, NJ2026-10-09
Farther Finance Advisors, LLC
32,558$4.8M0.0%IndexLowSan Francisco, CA2026-10-08
Chicago Partners Investment Group LLC
32,380$4.4M0.1%GARPLowChicago, IL2026-10-27
Guilbault Capital LLC
31,585$4.6M4.5%ETFMediumMetairie, LA2026-10-28
Columbia Advisory Partners LLC
31,456$4.6M2.5%ETFMediumSpokane, WA2026-10-15
Creative Financial Designs Inc
31,442$4.6M0.2%ETFMediumKokomo, IN2026-11-04
Vicus Capital
29,792$4.4M0.3%ETFMediumState College, PA2026-11-05
Signature Estate & Investment Advisors LLC
29,729$4.4M0.1%ETFMediumLos Angeles, CA2026-10-13
MY Wealth Management Inc.
29,394$4.3M3.1%ETFVery HighGermantown, MD2026-10-21
GPM Growth Investors, Inc.
27,802$4.1M1.7%GrowthLowBloomfield Hills, MI2026-10-30
Independent Financial Group, LLC
27,727$4.1M0.1%GrowthLowSan Diego, CA2026-10-13
Guardian Asset Advisors, LLC
26,691$3.9M1.7%GrowthMediumMechanicsburg, PA2026-10-16
ATX Financial Planning, LLC
26,185$3.8M2.5%ETFHighAustin, TX2026-10-14
Trust Co of Toledo NA
26,083$3.8M0.3%GrowthVery LowHolland, OH2026-10-16
Paller Financial Services Inc
25,647$3.8M2.9%ETFMediumCentennial, CO2026-10-13
Integrity Alliance, Llc.
25,629$3.8M0.1%ETFMediumUrbandale, IA2026-10-29
Parr Mcknight Wealth Management Group, LLC
24,888$3.7M0.4%CoreMediumMinneapolis, MN2026-10-30
VestGen Advisors, LLC
22,818$3.3M0.1%GrowthMediumChicago, IL2026-10-27
Lynch Investment Planning, LLC
22,619$3.3M2.4%ETFLowNewtown Square, PA2026-10-27
Verde Capital Management
21,869$3.2M0.6%ETFLowClarkston, MI2026-10-28
GW Henssler & Associates LTD
21,437$3.1M0.1%CoreMediumKennesaw, GA2026-10-26
Elm3 Financial Group, LLC
21,071$3.1M2.1%GrowthMediumAlpharetta, GA2026-10-07
Wealthcare Advisory Partners LLC
20,598$3.0M0.1%ETFLowWest Chester, PA2026-10-21
Spectrum Wealth Advisory Group, LLC
20,288$3.0M0.8%ETFMediumGranite Bay, CA2026-10-29
Anson Capital, Inc.
20,220$3.0M1.9%ETFLowTyrone, GA2026-10-23
Kellett Wealth Advisors, LLC
20,176$3.0M1.1%ETFMediumCincinnati, OH2026-10-15
Carolina Wealth Management Inc
20,065$2.9M1.3%ETFN/AGreenville, NC2026-10-29
Independent Wealth Network Inc.
20,064$2.9M0.7%ETFMediumUrbandale, IA2026-10-19
Noble Wealth Management PBC
19,971$2.9M1.3%YieldMediumGreenwood Village, CO2026-10-01
Monetary Solutions, Ltd
19,499$2.9M2.4%ETFVery LowDayton, OH2026-10-22
Southland Equity Partners LLC
19,314$2.8M0.5%ETFLowWildwood, MO2026-10-14
Founders Financial Securities LLC
19,008$2.8M0.1%ETFMediumTowson, MD2026-10-28
Sovran Advisors, LLC
18,697$2.6M0.2%ETFMediumSan Diego, CA2026-11-02
Y-Intercept (Hong Kong) Ltd
18,213$2.7M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Perigon Wealth Management, LLC
17,611$2.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Refined Wealth Management
17,514$2.6M1.4%ETFMediumSalt Lake City, UT2026-10-13
Diversified Enterprises, LLC
17,443$2.6M0.1%ETFVery LowWilmington, DE2026-10-19
Atria Investments, Inc
15,619$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Certified Advisory Corp
15,310$2.2M0.2%ETFLowAltamonte Springs, FL2026-10-29
Guardian Partners Inc.
15,242$2.2M0.2%ValueMediumToronto, South Africa2026-10-21
Citizens Financial Group Inc
15,125$2.2M0.0%GrowthLowProvidence, RI2026-10-23
RFG Advisory, LLC
15,033$2.2M0.0%ETFMediumBirmingham, AL2026-11-03
Total Clarity Wealth Management, Inc.
14,467$2.1M0.4%ETFMediumSt. Charles, IL2026-10-26
Unique Wealth, LLC
14,375$2.1M0.2%ETFMediumTampa, FL2026-10-16
JBR Co Financial Management Inc
14,212$2.4M0.9%GrowthLowArdmore, OK2026-10-13
SeaCrest Wealth Management, LLC
14,017$2.1M0.2%GrowthLowPurchase, NY2026-10-21
Comprehensive Financial Planning, Inc.
13,311$2.0M1.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Northbridge Financial Group, LLC
13,189$2.0M0.7%GrowthLowTampa, FL2026-11-05
Creative Planning
12,609$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Fortitude Family Office, LLC
12,300$1.8M0.3%ETFMediumScottsdale, AZ2026-10-14
Visionary Wealth Advisors
12,218$1.8M0.1%ETFLowO'Fallon, IL2026-11-04
PFG Advisors
11,793$1.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Traynor Capital Management, Inc.
11,632$1.7M0.1%GrowthLowMalvern, PA2026-10-29
Comprehensive Wealth Management, LLC
10,419$1.5M0.7%ETFMediumLynnwood, WA2026-11-02
Cornerstone Management, Inc.
10,368$1.5M0.2%ETFVery LowDuluth, GA2026-10-16
Oppenheimer & Co Inc
10,014$1.5M0.0%CoreLowNew York, NY2026-10-26
Howard Capital Management, LLC
9,988$1.5M0.0%ETFHighAlpharetta, GA2026-10-16
Concurrent Investment Advisors, LLC
9,912$1.5M0.0%GrowthMediumTampa, FL2026-10-16
Convergence Financial, LLC
9,819$1.4M0.2%ETFMediumColumbia, MO2026-10-27
Dynamic Advisor Solutions LLC
9,362$1.4M0.0%ETFLowPhoenix, AZ2026-10-13
MFA Wealth Services
9,351$1.4M0.8%ETFLowThousand Oaks, CA2026-10-14
OxenFree Capital LLC
9,288$1.4M0.6%N/ALowMelbourne, FL2026-10-07
Blue Jean Financial LLC
9,030$1.3M0.8%GrowthVery HighAlbany, NY2026-10-20
Spire Wealth Management
8,970$1.3M0.0%GrowthMediumMclean, VA2026-10-30
Secure Asset Management, LLC
8,826$1.3M0.2%GrowthMediumTroy, MI2026-10-19
Burke & Herbert Bank & Trust Co
8,461$1.2M0.3%CoreVery LowAlexandria, VA2026-11-02
Tactive Advisors, LLC
8,438$1.2M0.3%ETFHighJacksonville, FL2026-10-08
MGO One Seven LLC
8,393$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Fortune Financial Group, Inc.
8,363$1.2M1.1%ETFHighNaples, FL2026-10-22
Commonwealth Financial Services, LLC
8,264$1.2M0.2%ETFMediumVienna, WV2026-10-20
Foresight Capital Management Advisors, Inc.
8,185$1.2M0.6%CoreMediumSaline, MI2026-10-27
Mascagni Wealth Management, Inc.
7,772$1.1M0.7%ETFLowClinton, MS2026-10-23
Carlson Financial, Inc.
7,692$1.1M0.6%GrowthLowCanby, OR2026-11-05
Patten Group, Inc.
7,681$1.1M0.2%CoreLowChattanooga, TN2026-10-26
Urban Wealth Management, LLC
7,640$1.1M1.0%GrowthMediumLakewood, CA2026-10-21
Kingswood Wealth Advisors, LLC
7,622$1.1M0.0%GrowthLowSan Diego, CA2026-10-23
R2 Capital Strategies, LLC
7,125$1.0M0.4%ETFN/ALincoln, NE2026-10-15
Rooted Wealth Advisors, Inc.
7,122$1.2M0.3%ETFLowBourbonnais, IL2026-11-03
Elevation Capital Advisory, LLC
6,967$1.0M0.4%ETFVery HighBend, OR2026-10-29
Armbruster Capital Management, Inc.
6,959$1.0M0.2%ETFVery LowPittsford, NY2026-10-19
Centerpoint Advisory Group
6,908$1.0M0.6%ETFLowOverland Park, KS2026-10-23
Signal Advisors Wealth, LLC
6,889$1.0M0.0%ETFLowDetroit, MI2026-10-13
SeaBridge Investment Advisors LLC
6,698$982.9K0.1%GrowthMediumSummit, NJ2026-11-02
Brookstone Capital Management
6,639$974.3K0.0%ETFMediumWheaton, IL2026-10-22
Csenge Advisory Group
6,580$965.6K0.0%ETFMediumClearwater, FL2026-11-04
Kestra Private Wealth Services, LLC
6,407$940.2K0.0%GrowthLowAustin, TX2026-10-30
Journey Advisory Group, LLC
6,183$907.4K0.1%CoreMediumCovington, KY2026-11-04
Cap Partners, LLC
5,927$869.8K0.4%ETFLowFranklin, TN2026-10-19
Insight Wealth Strategies, LLC
5,619$824.6K0.1%ETFHighSan Ramon, CA2026-10-09
HRC Wealth Management, LLC
5,575$818.2K0.3%ETFVery LowMoscow, ID2026-10-16
Grandview Asset Management LLC
5,055$741.8K0.2%Agg GrowthLowHarrisburg, PA2026-10-19
Meridian Financial Advisors, LLC
4,935$724.2K0.3%ETFVery LowHolliston, MA2026-10-14
Sheets Smith Wealth Management
4,852$712.0K0.1%CoreLowWinston-Salem, NC2026-10-16
Silver Grove Financial Group, Inc.
4,568$670.4K0.3%CoreMediumOrchard Park, NY2026-11-05
Parcion Private Wealth LLC
4,555$668.4K0.0%CoreMediumBellevue, WA2026-10-28
Investors Research Corp
4,527$664.3K0.1%ETFLowAtlanta, GA2026-10-07
Bellecapital International Ltd.
4,367$640.9K0.1%GrowthMediumZurich, Switzerland2026-10-21
ACT Wealth Management, LLC
4,325$634.8K0.2%ETFVery LowPlano, TX2026-10-09
Redhawk Wealth Advisors, Inc.
4,137$607.1K0.1%ETFHighMinneapolis, MN2026-10-14
E&G Advisors, LLC
4,085$599.5K0.1%ETFVery LowHouston, TX2026-10-13
Private Trust Co NA
4,055$595.1K0.0%CoreLowCleveland, OH2026-10-20
Walled Lake Planning & Wealth Management, LLC
4,012$588.8K0.1%ETFLowHighland Park, IL2026-10-29
Truist Financial Corp
3,933$577.1K0.0%CoreLowCharlotte, NC2026-10-30
BNB Wealth Management, LLC
3,910$573.7K0.3%ETFMediumSilver Spring, MD2026-10-28
Main Street Group, LTD
3,740$548.8K0.1%ETFMediumGlen Allen, VA2026-10-28
International Assets Investment Management, LLC
3,551$530.3K0.0%CoreVery HighOrlando, FL2026-11-02
Lodestone Wealth Management LLC
3,550$521.0K0.2%CoreLowSpokane, WA2026-10-14
Focused Alpha, LLC
3,522$516.8K0.1%CoreMediumDenver, CO2026-10-20
CoreCap Advisors, LLC
3,518$516.3K0.0%ETFMediumSouthfield, MI2026-10-08
Uptick Partners, LLC
3,425$502.7K0.1%ETFLowNacogdoches, TX2026-11-04
Wedbush Securities Inc
3,409$5000.0%CoreLowPasadena, CA2026-10-22
World Equity Group, Inc.
3,404$499.7K0.2%GrowthMediumSchaumburg, IL2026-10-14
Whipplewood Advisors, LLC
3,362$493.4K0.3%ETFLowLittleton, CO2026-10-20
Atlas Private Wealth Advisors
3,294$483.4K0.1%ETFLowRed Bank, NJ2026-10-23
IFP Advisors, Inc
3,284$481.9K0.0%GrowthLowTampa, FL2026-10-16
Cornerstone Wealth Management, LLC
3,240$475.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Retirement Planning Group, LLC
3,164$464.3K0.0%ETFVery LowLeawood, KS2026-10-19
D.A. Davidson & Co.
3,137$460.4K0.0%CoreLowGreat Falls, MT2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
2,818$413.6K0.1%ETFLowAthens, GA2026-10-28
Capital Square, LLC
2,781$408.2K0.2%YieldMediumAthens, TN2026-10-19
Crescent Sterling, Ltd.
2,766$405.9K0.3%CoreLowMetairie, LA2026-10-16
Sculati Wealth Management, LLC
2,671$391.3K0.1%CoreLowBloomfield Hills, MI2026-10-19
Caldwell Trust Co
2,668$391.5K0.0%GrowthLowVenice, FL2026-10-30
TCP Asset Management, LLC
2,491$377.2K0.0%ETFLowUpper Arlington, OH2026-10-14
Vise Technologies, Inc.
2,404$352.9K0.0%IndexLowNew York, NY2026-10-29
Harbor Asset Planning, Inc.
2,381$349.5K0.3%ETFVery LowBelmont, MA2026-10-23
Wealth Management Nebraska
2,253$330.6K0.0%ETFLowNorfolk, NE2026-10-26
TFB Advisors LLC
2,205$323.6K0.1%ETFLowOverland Park, KS2026-11-02
Fulton Bank, N.A.
2,161$317.1K0.0%CoreLowLancaster, PA2026-10-14
Apollon Wealth Management, LLC
2,133$313.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Tennessee Valley Asset Management Partners
2,071$303.9K0.0%ETFLowKnoxville, TN2026-11-03
Hazlett, Burt & Watson, Inc.
2,043$111.2K0.1%CoreVery LowWheeling, WV2026-11-04
Mission Financial Group, LLC
1,908$280.0K0.2%ETFN/AHonolulu, HI2026-10-21
Longview Financial Advisors, Inc.
1,891$277.5K0.2%ETFVery LowHuntsville, AL2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,821$267.2K0.0%ETFMediumWestlake, OH2026-10-14
Capital Wealth Alliance, LLC
1,800$264.2K0.1%CoreLowScottsdale, AZ2026-10-20
RVW Wealth, LLC
1,789$262.6K0.0%ETFVery LowLos Angeles, CA2026-10-06
Silverlake Wealth Management LLC
1,753$257.3K0.0%ETFLowWilliston, VT2026-10-21
Trek Financial, LLC
1,737$254.9K0.0%ETFHighScottsdale, AZ2026-10-29
Fermata Advisors, LLC
1,717$251.9K0.0%ETFLowSonoma, CA2026-10-13
StoneX Group Inc.
1,698$249.2K0.0%ETFMediumNew York, NY2026-11-03
Nottingham Advisors, Inc.
1,660$247.9K0.0%ETFLowAmherst, NY2026-10-29
Englebert Financial Advisers, LLC
1,644$241.3K0.2%ETFMediumAllentown, PA2026-10-20
PKS Advisory Services, LLC
1,627$277.1K0.0%ETFMediumAlbany, NY2026-10-26
HB Wealth Management, LLC
1,603$235.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Instrumental Wealth, LLC
1,599$234.6K0.1%ETFLowTampa, FL2026-10-20
Unified Investment Management
1,565$229.7K0.2%CoreLowAtlanta, GA2026-10-14
Simplicity Wealth,LLC
1,508$221.3K0.0%ETFLowSummit, NJ2026-10-23
Larson Financial Group LLC
1,494$219.2K0.0%GrowthLowSt Louis, MO2026-11-05
Valeo Financial Advisors, LLC
1,443$211.7K0.0%ETFLowCarmel, IN2026-10-08
Rossby Financial, LCC
1,396$204.9K0.0%ETFMediumMelbourne, FL2026-11-05
Optivise Advisory Services LLC
1,384$203.1K0.1%ETFMediumFranklin, TN2026-10-19
Axxcess Wealth Management, LLC
1,376$201.9K0.0%CoreLowCarlsbad, CA2026-10-21
Richards, Merrill & Peterson, Inc.
1,089$159.8K0.0%GrowthLowSpokane, WA2026-10-19
EverSource Wealth Advisors, LLC
1,087$159.5K0.0%CoreMediumBirmingham, AL2026-11-04
Cullen T Bankers, Inc.
935$137.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Polaris Financial Partners
779$1140.1%GrowthN/AWesterville, OH2026-10-02
Sage Mountain Advisors LLC
764$112.1K0.0%ETFLowAtlanta, GA2026-11-02
Assetmark, Inc
703$103.2K0.0%ETFLowConcord, CA2026-10-21
Ashton Thomas Private Wealth, LLC
611$89.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Harbor Investment Advisory, LLC
590$86.6K0.0%GrowthLowLutherville, MD2026-10-13
Mather Group, Llc.
587$86.1K0.0%ETFMediumChicago, IL2026-10-14
Bokf, NA
568$83.4K0.0%CoreLowTulsa, OK2026-10-27
Parkside Financial Bank & Trust
485$71.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Capital Investment Advisory Services, LLC
481$70.5K0.0%CoreMediumRaleigh, NC2026-10-30
Godsey & Gibb, Inc
446$65.5K0.0%CoreLowRichmond, VA2026-10-14
Key FInancial Inc
430$63.1K0.0%ETFLowWest Chester, PA2026-11-02
City State Bank
350$51.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Rydar Equities, Inc.
266$39.5K0.0%CoreVery LowWeatherford, TX2026-10-13
Archer Investment Corp
265$38.9K0.0%CoreMediumCarmel, IN2026-11-05
Lanark Financial, Inc.
242$35.5K0.0%CoreMediumBirmingham, AL2026-10-26
TD Waterhouse Canada Inc.
220$32.8K0.0%CoreLowToronto, Australia2026-10-16
Golden State Wealth Management, LLC
216$31.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Planning Strategies Inc.
202$29.6K0.0%ETFN/ALancaster, PA2026-10-02
Pinnacle Bancorp, Inc.
191$28.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Beacon Capital Management, Inc.
178$26.1K0.0%ETFMediumDayton, OH2026-10-13
Signature Resources Capital Management, LLC
161$23.6K0.0%ETFLowNewport Beach, CA2026-10-16
Rosenberg Matthew Hamilton
150$22.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Toth Financial Advisory Corp
148$21.7K0.0%CoreLowLeesburg, VA2026-10-08
GoalVest Advisory LLC
136$20.0K0.0%ETFMediumNew York, NY2026-10-02
Wealth Enhancement Trust Services, Inc.
131$19.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Abound Wealth Management
129$18.9K0.0%ETFVery LowFranklin, TN2026-10-26
Register Financial Advisors LLC
107$15.7K0.0%GARPLowAtlanta, GA2026-10-23
Nfsg Corp
102$15.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Lloyd Advisory Services, Llc.
94$13.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Jnba Financial Advisors
83$12.2K0.0%ETFMediumBloomington, MN2026-11-03
Latitude Advisors, LLC
81$11.9K0.0%ETFLowYorkville, IL2026-10-27
First Pacific Financial
36$5.3K0.0%ETFLowVancouver, WA2026-10-14
Plante Moran Financial Advisors, LLC
30$4.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Central Pacific Bank - Trust Division
17$2.5K0.0%CoreMediumHonolulu, HI2026-10-06
Farmers & Merchants Investments Inc
15$2.2K0.0%CoreVery LowLincoln, NE2026-10-22
Signaturefd, LLC
12$1.8K0.0%IndexLowAtlanta, GA2026-10-23
Nvwm, LLC
8$1.2K0.0%GrowthMediumYardley, PA2026-10-14
Trust Co
4$5870.0%ETFVery LowManhattan, KS2026-10-09