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Invesco S&P Midcap Qual ETF (XMHQ)

CUSIP: 46137V472 | NYSE | 737 institutional holders

Quarters

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

Vantagepoint Investment Advisers LLC1,103,851
0.9% of portfolio›$123.2M
Commonwealth Equity Services, LLC984,850
0.1% of portfolio›$110.0M
Cambridge Investment Research Advisors, Inc.379,436
0.2% of portfolio›$42.4M
Focus Financial Network, Inc.349,457
1.2% of portfolio›$39.0M
Equitable Trust Co338,589
1.6% of portfolio›$37.8M
Crestwood Advisors Group, LLC298,720
0.5% of portfolio›$33.4M
SAX Wealth Advisors, LLC224,293
0.7% of portfolio›$25.0M
Kestra Advisory Services, LLC207,864
0.1% of portfolio›$23.2M
Trilogy Capital Inc.207,516
0.9% of portfolio›$23.2M
Blue Water Asset Management197,768
7.1% of portfolio›$22.1M
Hunter Associates Investment Management LLC183,577
4.5% of portfolio›$20.5M
KPP Advisory Services LLC180,580
3.4% of portfolio›$20.2M
Gerber Kawasaki Wealth & Investment Management165,549
0.5% of portfolio›$18.5M
Trust Co of Toledo NA153,365
1.4% of portfolio›$17.1M
Prevail Innovative Wealth Advisors, LLC152,266
2.2% of portfolio›$17.2M
NBZ Investment Advisors LLC130,156
5.6% of portfolio›$14.5M
Madrona Financial Services, LLC129,747
2.2% of portfolio›$14.5M
Sowell Financial Services LLC128,298
0.5% of portfolio›$14.3M
XY Planning Network, Inc.119,092
1.4% of portfolio›$13.3M
Oasis Advisors, LLC117,702
5.5% of portfolio›$13.1M
Altus Wealth Group LLC105,340
4.4% of portfolio›$11.8M
Cornerstone Wealth Management, LLC102,502
0.5% of portfolio›$11.4M
Concord Wealth Partners94,377
1.2% of portfolio›$10.5M
Clearview Wealth Management LLC92,537
8.0% of portfolio›$10.6M
Concord Asset Management, LLC90,575
1.6% of portfolio›$10.1M
Corecam Pte. Ltd.90,420
4.2% of portfolio›$10.1M
Fifth Third Securities, Inc.88,441
0.5% of portfolio›$9.9M
Farther Finance Advisors, LLC87,581
0.1% of portfolio›$9.8M
Onyx Bridge Wealth Group LLC82,812
0.8% of portfolio›$9.2M
Atticus Wealth Management, LLC82,628
2.0% of portfolio›$9.2M
Kestra Private Wealth Services, LLC75,035
0.1% of portfolio›$8.4M
Dhjj Financial Advisors, Ltd.70,296
2.3% of portfolio›$7.8M
USAdvisors Wealth Management, LLC69,577
0.0% of portfolio›$7.8K
Clark Wealth Partners68,821
4.0% of portfolio›$7.7M
Ashton Thomas Private Wealth, LLC65,993
0.1% of portfolio›$7.4M
Lighthouse Wealth Management Inc.63,174
4.3% of portfolio›$7.1M
Verdence Capital Advisors LLC62,874
0.3% of portfolio›$7.0M
Berkeley, Inc62,539
2.2% of portfolio›$7.0M
Burns Matteson Capital Management, LLC60,464
2.3% of portfolio›$6.8M
American National Bank of Texas58,925
6.0% of portfolio›$6.6M
PFG Advisors58,348
0.3% of portfolio›$6.5M
Wealth Enhancement Trust Services, Inc.57,256
0.7% of portfolio›$6.4M
First Security Investment Management, Inc.57,241
5.2% of portfolio›$6.4M
Spectrum Wealth Advisory Group, LLC56,119
1.8% of portfolio›$6.3M
Journey Advisory Group, LLC55,841
0.5% of portfolio›$6.2M
MGO One Seven LLC55,777
0.1% of portfolio›$6.2M
Mascagni Wealth Management, Inc.55,388
3.7% of portfolio›$6.2M
Independent Financial Group, LLC54,571
0.1% of portfolio›$6.1M
Principle Wealth Partners LLC52,831
0.3% of portfolio›$5.9M
Diversify Wealth Management, LLC52,314
0.1% of portfolio›$6.0M
Diversify Advisory Services, LLC52,314
0.1% of portfolio›$6.0M
Live Oak Investment Partners51,924
3.1% of portfolio›$5.8M
Prota Financial, LLC50,064
3.6% of portfolio›$5.7M
Wealthcare Advisory Partners LLC49,885
0.1% of portfolio›$5.6M
Carolina Wealth Management Inc48,195
2.3% of portfolio›$5.4M
Adamsbrown Wealth Consultants LLC45,854
0.9% of portfolio›$5.1M
Financial Partners Group, Inc42,540
0.5% of portfolio›$4.7M
Bfsg, LLC40,163
0.4% of portfolio›$4.5M
Signature Estate & Investment Advisors LLC39,836
0.1% of portfolio›$4.4M
Prairie Advisory, LLC39,234
0.5% of portfolio›$4.4M
Mann Financial Group, Inc.38,796
3.5% of portfolio›$4.3M
Vise Technologies, Inc.38,598
0.0% of portfolio›$4.3M
Equity Wealth Partners, LLC37,741
1.4% of portfolio›$4.2M
Family Capital Management, Inc.36,738
1.6% of portfolio›$4.1M
Corecam AG36,320
3.9% of portfolio›$4.1M
Sagace Wealth Management LLC35,534
2.4% of portfolio›$4.0M
Melone Private Wealth, LLC34,718
1.5% of portfolio›$3.9M
Parr Mcknight Wealth Management Group, LLC33,807
0.4% of portfolio›$3.8M
Biltmore Family Office, LLC33,273
0.5% of portfolio›$3.7M
Lynx Capital Group LTD32,394
1.4% of portfolio›$3.6M
Centerpoint Advisory Group30,362
2.1% of portfolio›$3.4M
Sovran Advisors, LLC27,173
0.2% of portfolio›$3.2M
Wealth Enhancement Advisory Services, LLC26,987
0.0% of portfolio›$3.1M
Precedent Wealth Partners, LLC25,797
0.4% of portfolio›$2.9M
Solutions 4 Wealth, Ltd25,626
3.4% of portfolio›$2.9M
United Asset Strategies, Inc.24,640
0.2% of portfolio›$2.8M
Harbor Asset Planning, Inc.23,122
1.9% of portfolio›$2.6M
Wealth Advisory Team LLC22,522
2.1% of portfolio›$2.5M
Atlantic Edge Private Wealth Management, LLC22,112
0.5% of portfolio›$2.5M
Enzi Wealth22,068
0.8% of portfolio›$2.5M
Creative Financial Designs Inc21,223
0.1% of portfolio›$2.4M
Firestone Capital Management21,207
0.4% of portfolio›$2.4M
NLB Skladi, upravljanje premozenja, d.o.o.20,000
0.1% of portfolio›$2.2M
Kingswood Wealth Advisors, LLC19,741
0.1% of portfolio›$2.2M
Creative Planning19,473
0.0% of portfolio›$2.2M
Redhawk Wealth Advisors, Inc.19,388
0.2% of portfolio›$2.2M
Brown Miller Wealth Management, LLC18,417
0.5% of portfolio›$2.1M
Dorval Corp18,336
0.6% of portfolio›$2.0M
Connecticut Capital Management Group, LLC18,043
1.6% of portfolio›$2.0M
BNB Wealth Management, LLC17,937
1.1% of portfolio›$2.0M
Penobscot Wealth Management16,928
0.5% of portfolio›$1.9M
WPG Advisers, LLC16,868
1.0% of portfolio›$1.9M
Dahring | Cusmano LLC15,194
0.8% of portfolio›$1.7M
Wagner Wealth Management, Corp15,020
1.3% of portfolio›$1.7M
Glass Jacobson Investment Advisors llc14,665
0.5% of portfolio›$1.6M
Roman Butler Fullerton & Co14,253
0.4% of portfolio›$1.6M
Harbor Investment Advisory, LLC14,249
0.1% of portfolio›$1.6M
Family Investment Center, Inc.13,410
0.2% of portfolio›$1.5M
Stewardship Concepts Financial Services LLC13,076
1.0% of portfolio›$1.5M
Truist Financial Corp12,847
0.0% of portfolio›$1.4M
Visionary Wealth Advisors12,606
0.1% of portfolio›$1.4M
Golden State Wealth Management, LLC12,085
0.1% of portfolio›$1.3M
Fortune Financial Group, Inc.11,887
1.2% of portfolio›$1.3M
J2 Capital Management Inc10,708
0.8% of portfolio›$1.2M
Park Avenue Securities LLC10,482
0.0% of portfolio›$1.2M
Ayalon Insurance Comp Ltd.10,080
0.0% of portfolio›$1.1K
Opulen Financial Group LLC10,063
0.7% of portfolio›$1.1M
Ceera Investments, LLC9,801
0.4% of portfolio›$1.1M
Advisory Solutions Group, LLC9,617
0.2% of portfolio›$1.1M
Cypress Capital Group9,595
0.1% of portfolio›$1.1M
Elwood & Goetz Wealth Advisory Group, LLC9,452
0.1% of portfolio›$1.1M
Wingate Wealth Advisors, Inc.8,755
0.4% of portfolio›$977.5K
Southland Equity Partners LLC8,607
0.2% of portfolio›$961.0K
Breakwater Capital Group8,212
0.1% of portfolio›$916.8K
Sigma Planning Corp8,189
0.0% of portfolio›$913.1K
Csenge Advisory Group8,117
0.0% of portfolio›$906.3K
UMB Private Wealth Management, LLC7,918
0.9% of portfolio›$884.0K
TrueWealth Advisors, LLC7,214
0.2% of portfolio›$805.4K
Brookstone Capital Management7,100
0.0% of portfolio›$792.7K
Pacific Center for Financial Services6,989
0.2% of portfolio›$780.4K
Key Client Fiduciary Advisors, LLC6,874
0.2% of portfolio›$767.5K
Moneco Advisors, LLC6,718
0.0% of portfolio›$750.0K
Dynamic Advisor Solutions LLC6,495
0.0% of portfolio›$725.2K
JFS Wealth Advisors, LLC6,200
0.0% of portfolio›$692.2K
Pearl Planning LLC6,131
0.3% of portfolio›$684.5K
IFS Advisors, LLC6,013
0.2% of portfolio›$671.4K
HRC Wealth Management, LLC5,995
0.3% of portfolio›$669.4K
Cullen T Bankers, Inc.5,946
0.0% of portfolio›$663.8K
Meridian Financial Advisors, LLC5,680
0.3% of portfolio›$634.1K
Whitaker-Myers Wealth Managers, Ltd.5,466
0.1% of portfolio›$610.3K
Omni 360 Wealth, Inc.5,327
0.3% of portfolio›$594.8K
Secure Asset Management, LLC5,284
0.1% of portfolio›$589.9K
Syntegra Private Wealth Group, LLC5,222
0.0% of portfolio›$583.0K
Prime Capital Investment Advisors, LLC5,100
0.0% of portfolio›$569.4K
Rossby Financial, LCC5,024
0.1% of portfolio›$560.9K
Wedbush Securities Inc5,000
0.0% of portfolio›$558
Ethos Capital Management, Inc.4,998
0.4% of portfolio›$558.0K
CWC Advisors, Llc.4,600
0.2% of portfolio›$513.6K
Krilogy Financial LLC4,593
0.0% of portfolio›$524.5K
Tempus Wealth Planning, LLC4,500
0.1% of portfolio›$502.4K
Eastern Bank4,396
0.0% of portfolio›$490.8K
LongView Wealth Management4,341
0.1% of portfolio›$484.7K
MCF Advisors LLC4,285
0.0% of portfolio›$478.4K
Investmark Advisory Group LLC4,275
0.2% of portfolio›$477.3K
Nfsg Corp4,215
0.1% of portfolio›$470.6K
BAM Wealth Management, LLC4,213
0.3% of portfolio›$470.4K
RFG Advisory, LLC4,122
0.0% of portfolio›$460.2K
Signal Advisors Wealth, LLC4,020
0.0% of portfolio›$448.9K
JBR Co Financial Management Inc4,012
0.2% of portfolio›$452.5K
Fairway Financial, LLC3,999
0.3% of portfolio›$446.5K
Hengehold Capital Management LLC3,958
0.0% of portfolio›$441.9K
Tableaux LLC3,831
0.2% of portfolio›$427.7K
Simon Quick Advisors, LLC3,807
0.0% of portfolio›$425.1K
Kraft, Davis & Associates, LLC3,733
0.1% of portfolio›$428.4K
Narus Financial Partners, LLC3,712
0.1% of portfolio›$414.5K
Simplicity Wealth,LLC3,516
0.0% of portfolio›$392.6K
Redwood Financial Network Corp3,448
0.2% of portfolio›$385.0K
Evolution Wealth Management Inc.3,143
0.2% of portfolio›$350.9K
Prospera Financial Services Inc3,109
0.0% of portfolio›$366.3K
Marathon Capital Management3,104
0.1% of portfolio›$346.6K
Ullmann Wealth Partners Group, LLC3,024
0.0% of portfolio›$337.6K
Private Trust Co NA2,792
0.0% of portfolio›$311.7K
Integrity Advisory Solutions, LLC2,564
0.0% of portfolio›$286.3K
Willner & Heller, LLC2,481
0.2% of portfolio›$277.1K
IFP Advisors, Inc2,436
0.0% of portfolio›$272.0K
Annex Advisory Services, LLC2,354
0.0% of portfolio›$262.8K
Clear Creek Financial Management, LLC2,339
0.0% of portfolio›$261.1K
Elm3 Financial Group, LLC2,281
0.2% of portfolio›$254.7K
Capstone Capital LLC2,130
0.1% of portfolio›$237.8K
Guyasuta Investment Advisors Inc2,108
0.0% of portfolio›$235.4K
Global Assets Advisory, LLC2,078
0.1% of portfolio›$238.7K
Northwest Financial Advisors2,056
0.0% of portfolio›$229.5K
Purewater Capital LLC2,055
0.2% of portfolio›$229.4K
Cassaday & Co Wealth Management LLC2,029
0.0% of portfolio›$226.5K
Perigon Wealth Management, LLC2,009
0.0% of portfolio›$224.3K
Oppenheimer & Co Inc1,964
0.0% of portfolio›$219.3K
Compass Ion Advisors, LLC1,920
0.0% of portfolio›$214.4K
Edgemoor Investment Advisors, Inc.1,886
0.0% of portfolio›$210.6K
Flagship Harbor Advisors, LLC1,864
0.0% of portfolio›$208.1K
Mission Financial Group, LLC1,810
0.2% of portfolio›$202.1K
GGM Financial LLC1,716
0.1% of portfolio›$191.6K
Richards, Merrill & Peterson, Inc.1,604
0.1% of portfolio›$179.1K
Pinnacle Bancorp, Inc.1,250
0.0% of portfolio›$139.6K
Sarver Vrooman Wealth Advisors1,203
0.1% of portfolio›$134.3K
Hazlett, Burt & Watson, Inc.1,119
0.0% of portfolio›$38.1K
Hughes Financial Services, LLC1,064
0.0% of portfolio›$126.1K
MidAtlantic Capital Management, Inc.753
0.1% of portfolio›$84.1K
Financial Network Wealth Advisors LLC683
0.1% of portfolio›$76.3K
Assetmark, Inc619
0.0% of portfolio›$69.1K
Root Financial Partners, LLC433
0.0% of portfolio›$48.3K
Cape Investment Advisory, Inc.356
0.0% of portfolio›$39.7K
Mosley Wealth Management353
0.0% of portfolio›$40.6K
Pinnacle Wealth Planning Services, Inc.337
0.0% of portfolio›$37.6K
Westside Investment Management, Inc.300
0.0% of portfolio›$34.0K
Capital Advisors, Ltd. LLC277
0.0% of portfolio›$31.0K
Larson Financial Group LLC252
0.0% of portfolio›$28.1K
Heritage Family Offices, LLP242
0.0% of portfolio›$27.0K
Coastline Trust Co234
0.0% of portfolio›$26.1K
Tsfg, LLC200
0.0% of portfolio›$22
Valley National Advisers Inc200
0.0% of portfolio›$22.4K
CoreCap Advisors, LLC125
0.0% of portfolio›$14.0K
Lanark Financial, Inc.116
0.0% of portfolio›$13.0K
Register Financial Advisors LLC109
0.0% of portfolio›$12.2K
Allspring Global Investments Holdings, LLC95
0.0% of portfolio›$10.8K
CX Institutional87
0.0% of portfolio›$10
Ashton Thomas Securities, LLC66
0.0% of portfolio›$7.4K
Signaturefd, LLC56
0.0% of portfolio›$6.3K
Wagner Wealth Management, LLC55
0.0% of portfolio›$6.1K
SYM Financial Corp43
0.0% of portfolio›$4.8K
Noble Wealth Management PBC37
0.0% of portfolio›$4.1K
Pension & Wealth Management Advisors, Inc.31
0.0% of portfolio›$3.5K
Wilkerson Advisory Group LLC24
0.0% of portfolio›$2.7K
Latitude Advisors, LLC20
0.0% of portfolio›$2.2K
Decker Retirement Planning Inc.14
0.0% of portfolio›$1.6K
Trust Co9
0.0% of portfolio›$949
Markowski Investments9
0.0% of portfolio›$1.0K
Signature Equity Partners, LLC4
0.0% of portfolio›$447
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
1,103,851$123.2M0.9%ETFVery LowWashington, DC2026-10-26
Commonwealth Equity Services, LLC
984,850$110.0M0.1%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
379,436$42.4M0.2%ETFLowFairfield, IA2026-11-02
Focus Financial Network, Inc.
349,457$39.0M1.2%ETFLowMinneapolis, MN2026-10-14
Equitable Trust Co
338,589$37.8M1.6%CoreLowNashville, TN2026-10-13
Crestwood Advisors Group, LLC
298,720$33.4M0.5%GrowthLowBoston, MA2026-10-27
SAX Wealth Advisors, LLC
224,293$25.0M0.7%ETFVery LowParsippany, NJ2026-10-13
Kestra Advisory Services, LLC
207,864$23.2M0.1%CoreLowAustin, TX2026-11-02
Trilogy Capital Inc.
207,516$23.2M0.9%ETFMediumIrvine, CA2026-10-20
Blue Water Asset Management
197,768$22.1M7.1%ETFLowGrand Rapids, MI2026-11-04
Hunter Associates Investment Management LLC
183,577$20.5M4.5%CoreLowPittsburgh, PA2026-10-26
KPP Advisory Services LLC
180,580$20.2M3.4%GrowthMediumLouisville, KY2026-10-26
Gerber Kawasaki Wealth & Investment Management
165,549$18.5M0.5%ETFLowSanta Monica, CA2026-10-29
Trust Co of Toledo NA
153,365$17.1M1.4%GrowthVery LowHolland, OH2026-10-16
Prevail Innovative Wealth Advisors, LLC
152,266$17.2M2.2%CoreVery HighLeawood, KS2026-10-20
NBZ Investment Advisors LLC
130,156$14.5M5.6%ETFLowKnoxville, TN2026-10-30
Madrona Financial Services, LLC
129,747$14.5M2.2%ETFLowEverett, WA2026-10-23
Sowell Financial Services LLC
128,298$14.3M0.5%CoreLowNorth Little Rock, AR2026-10-23
XY Planning Network, Inc.
119,092$13.3M1.4%ETFLowBozeman, MT2026-10-14
Oasis Advisors, LLC
117,702$13.1M5.5%ETFMediumForest City, IA2026-10-16
Altus Wealth Group LLC
105,340$11.8M4.4%ETFLowColorado Springs, CO2026-10-20
Cornerstone Wealth Management, LLC
102,502$11.4M0.5%ETFVery LowSt. Peters, MO2026-11-04
Concord Wealth Partners
94,377$10.5M1.2%GrowthLowAbingdon, VA2026-11-02
Clearview Wealth Management LLC
92,537$10.6M8.0%ETFLowIrvine, CA2026-10-16
Concord Asset Management, LLC
90,575$10.1M1.6%GrowthLowAbingdon, VA2026-11-02
Corecam Pte. Ltd.
90,420$10.1M4.2%ETFMediumSingapore, Turkey2026-10-23
Fifth Third Securities, Inc.
88,441$9.9M0.5%ETFLowCincinnati, OH2026-10-21
Farther Finance Advisors, LLC
87,581$9.8M0.1%IndexLowSan Francisco, CA2026-10-08
Onyx Bridge Wealth Group LLC
82,812$9.2M0.8%ETFMediumTarrytown, NY2026-10-16
Atticus Wealth Management, LLC
82,628$9.2M2.0%ETFLowPalm Beach Gardens, FL2026-10-20
Kestra Private Wealth Services, LLC
75,035$8.4M0.1%GrowthLowAustin, TX2026-10-30
Dhjj Financial Advisors, Ltd.
70,296$7.8M2.3%ETFVery LowNaperville, IL2026-10-23
USAdvisors Wealth Management, LLC
69,577$7.8K0.0%ETFLowEden Prairie, MN2026-10-21
Clark Wealth Partners
68,821$7.7M4.0%ETFVery LowO'Fallon, IL2026-10-19
Ashton Thomas Private Wealth, LLC
65,993$7.4M0.1%CoreMediumScottsdale, AZ2026-11-03
Lighthouse Wealth Management Inc.
63,174$7.1M4.3%ETFLowAshland, OH2026-10-13
Verdence Capital Advisors LLC
62,874$7.0M0.3%CoreMediumHunt Valley, MD2026-10-26
Berkeley, Inc
62,539$7.0M2.2%CoreLowBoise, ID2026-10-20
Burns Matteson Capital Management, LLC
60,464$6.8M2.3%CoreMediumCorning, NY2026-10-16
American National Bank of Texas
58,925$6.6M6.0%ETFMediumRichardson, TX2026-10-07
PFG Advisors
58,348$6.5M0.3%ETFMediumPhoenix, AZ2026-10-16
Wealth Enhancement Trust Services, Inc.
57,256$6.4M0.7%GrowthMediumSioux Falls, SD2026-10-07
First Security Investment Management, Inc.
57,241$6.4M5.2%ETFVery LowLittle Rock, AR2026-11-05
Spectrum Wealth Advisory Group, LLC
56,119$6.3M1.8%ETFMediumGranite Bay, CA2026-10-29
Journey Advisory Group, LLC
55,841$6.2M0.5%CoreMediumCovington, KY2026-11-04
MGO One Seven LLC
55,777$6.2M0.1%GrowthLowBeachwood, OH2026-10-28
Mascagni Wealth Management, Inc.
55,388$6.2M3.7%ETFLowClinton, MS2026-10-23
Independent Financial Group, LLC
54,571$6.1M0.1%GrowthLowSan Diego, CA2026-10-13
Principle Wealth Partners LLC
52,831$5.9M0.3%CoreVery LowMadison, CT2026-11-02
Diversify Wealth Management, LLC
52,314$6.0M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
52,314$6.0M0.1%GrowthLowSandy, UT2026-10-20
Live Oak Investment Partners
51,924$5.8M3.1%ETFMediumAustin, TX2026-10-23
Prota Financial, LLC
50,064$5.7M3.6%ETFMediumHouston, TX2026-10-08
Wealthcare Advisory Partners LLC
49,885$5.6M0.1%ETFLowWest Chester, PA2026-10-21
Carolina Wealth Management Inc
48,195$5.4M2.3%ETFN/AGreenville, NC2026-10-29
Adamsbrown Wealth Consultants LLC
45,854$5.1M0.9%ETFLowWichita, KS2026-10-20
Financial Partners Group, Inc
42,540$4.7M0.5%ETFLowOverland Park, KS2026-10-19
Bfsg, LLC
40,163$4.5M0.4%CoreLowIrvine, CA2026-10-30
Signature Estate & Investment Advisors LLC
39,836$4.4M0.1%ETFMediumLos Angeles, CA2026-10-13
Prairie Advisory, LLC
39,234$4.4M0.5%ETFN/ALeawood, KS2026-10-19
Mann Financial Group, Inc.
38,796$4.3M3.5%ETFLowDetroit Lakes, MN2026-10-15
Vise Technologies, Inc.
38,598$4.3M0.0%IndexLowNew York, NY2026-10-29
Equity Wealth Partners, LLC
37,741$4.2M1.4%ETFVery LowIndependence, MO2026-10-26
Family Capital Management, Inc.
36,738$4.1M1.6%ETFLowGrand Rapids, MI2026-11-03
Corecam AG
36,320$4.1M3.9%ETFHighZurich, Switzerland2026-10-29
Sagace Wealth Management LLC
35,534$4.0M2.4%ETFLowSt. Petersburg, FL2026-10-28
Melone Private Wealth, LLC
34,718$3.9M1.5%ETFMediumAuburn Hills, MI2026-10-16
Parr Mcknight Wealth Management Group, LLC
33,807$3.8M0.4%CoreMediumMinneapolis, MN2026-10-30
Biltmore Family Office, LLC
33,273$3.7M0.5%GrowthLowCharlotte, NC2026-11-03
Lynx Capital Group LTD
32,394$3.6M1.4%ValueLowBeachwood, OH2026-11-04
Centerpoint Advisory Group
30,362$3.4M2.1%ETFLowOverland Park, KS2026-10-23
Sovran Advisors, LLC
27,173$3.2M0.2%ETFMediumSan Diego, CA2026-11-02
Wealth Enhancement Advisory Services, LLC
26,987$3.1M0.0%CoreLowPlymouth, MN2026-10-13
Precedent Wealth Partners, LLC
25,797$2.9M0.4%ETFMediumHouston, TX2026-10-21
Solutions 4 Wealth, Ltd
25,626$2.9M3.4%ETFMediumSouthlake, TX2026-11-03
United Asset Strategies, Inc.
24,640$2.8M0.2%GrowthLowGarden City, NY2026-10-28
Harbor Asset Planning, Inc.
23,122$2.6M1.9%ETFVery LowBelmont, MA2026-10-23
Wealth Advisory Team LLC
22,522$2.5M2.1%ETFN/ABellevue, KY2026-11-05
Atlantic Edge Private Wealth Management, LLC
22,112$2.5M0.5%CoreLowJacksonville, FL2026-10-20
Enzi Wealth
22,068$2.5M0.8%ETFMediumAustin, TX2026-10-14
Creative Financial Designs Inc
21,223$2.4M0.1%ETFMediumKokomo, IN2026-11-04
Firestone Capital Management
21,207$2.4M0.4%ETFVery LowSouth Miami, FL2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
20,000$2.2M0.1%GrowthLowLjubljana, Andorra2026-10-22
Kingswood Wealth Advisors, LLC
19,741$2.2M0.1%GrowthLowSan Diego, CA2026-10-23
Creative Planning
19,473$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Redhawk Wealth Advisors, Inc.
19,388$2.2M0.2%ETFHighMinneapolis, MN2026-10-14
Brown Miller Wealth Management, LLC
18,417$2.1M0.5%GrowthLowMclean, VA2026-11-02
Dorval Corp
18,336$2.0M0.6%ETFLowMaple Grove, MN2026-10-29
Connecticut Capital Management Group, LLC
18,043$2.0M1.6%GrowthLowMilford, CT2026-10-29
BNB Wealth Management, LLC
17,937$2.0M1.1%ETFMediumSilver Spring, MD2026-10-28
Penobscot Wealth Management
16,928$1.9M0.5%ETFVery LowPortland, ME2026-10-21
WPG Advisers, LLC
16,868$1.9M1.0%CoreLowBaltimore, MD2026-10-27
Dahring | Cusmano LLC
15,194$1.7M0.8%ETFLowNovi, MI2026-11-03
Wagner Wealth Management, Corp
15,020$1.7M1.3%ETFHighConyngham, PA2026-10-20
Glass Jacobson Investment Advisors llc
14,665$1.6M0.5%ETFLowOwings Mills, MD2026-10-26
Roman Butler Fullerton & Co
14,253$1.6M0.4%GrowthMediumSt Louis, MO2026-10-27
Harbor Investment Advisory, LLC
14,249$1.6M0.1%GrowthLowLutherville, MD2026-10-13
Family Investment Center, Inc.
13,410$1.5M0.2%ETFMediumSaint Joseph, MO2026-10-19
Stewardship Concepts Financial Services LLC
13,076$1.5M1.0%ETFLowSpokane, WA2026-10-06
Truist Financial Corp
12,847$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Visionary Wealth Advisors
12,606$1.4M0.1%ETFLowO'Fallon, IL2026-11-04
Golden State Wealth Management, LLC
12,085$1.3M0.1%ETFMediumSanta Ana, CA2026-11-02
Fortune Financial Group, Inc.
11,887$1.3M1.2%ETFHighNaples, FL2026-10-22
J2 Capital Management Inc
10,708$1.2M0.8%ETFHighTroy, MI2026-10-19
Park Avenue Securities LLC
10,482$1.2M0.0%ETFMediumNew York, NY2026-10-26
Ayalon Insurance Comp Ltd.
10,080$1.1K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Opulen Financial Group LLC
10,063$1.1M0.7%ETFVery LowArlington, VA2026-10-22
Ceera Investments, LLC
9,801$1.1M0.4%CoreMediumBellaire, TX2026-11-02
Advisory Solutions Group, LLC
9,617$1.1M0.2%ETFN/APlymouth, MN2026-10-14
Cypress Capital Group
9,595$1.1M0.1%CoreLowPalm Beach, FL2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
9,452$1.1M0.1%ETFLowAthens, GA2026-10-28
Wingate Wealth Advisors, Inc.
8,755$977.5K0.4%ETFVery LowLexington, MA2026-10-26
Southland Equity Partners LLC
8,607$961.0K0.2%ETFLowWildwood, MO2026-10-14
Breakwater Capital Group
8,212$916.8K0.1%ETFLowParamus, NJ2026-10-09
Sigma Planning Corp
8,189$913.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Csenge Advisory Group
8,117$906.3K0.0%ETFMediumClearwater, FL2026-11-04
UMB Private Wealth Management, LLC
7,918$884.0K0.9%GrowthN/AKansas City, MO2026-10-19
TrueWealth Advisors, LLC
7,214$805.4K0.2%ETFMediumBirmingham, AL2026-10-09
Brookstone Capital Management
7,100$792.7K0.0%ETFMediumWheaton, IL2026-10-22
Pacific Center for Financial Services
6,989$780.4K0.2%ETFMediumDanville, CA2026-10-15
Key Client Fiduciary Advisors, LLC
6,874$767.5K0.2%ValueMediumFairfield, NJ2026-10-19
Moneco Advisors, LLC
6,718$750.0K0.0%ETFLowFairfield, CT2026-11-05
Dynamic Advisor Solutions LLC
6,495$725.2K0.0%ETFLowPhoenix, AZ2026-10-13
JFS Wealth Advisors, LLC
6,200$692.2K0.0%ETFVery LowHermitage, PA2026-11-03
Pearl Planning LLC
6,131$684.5K0.3%ETFLowDexter, MI2026-10-13
IFS Advisors, LLC
6,013$671.4K0.2%ETFLowOverland Park, KS2026-10-14
HRC Wealth Management, LLC
5,995$669.4K0.3%ETFVery LowMoscow, ID2026-10-16
Cullen T Bankers, Inc.
5,946$663.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Meridian Financial Advisors, LLC
5,680$634.1K0.3%ETFVery LowHolliston, MA2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
5,466$610.3K0.1%ETFMediumMansfield, OH2026-10-09
Omni 360 Wealth, Inc.
5,327$594.8K0.3%ETFLowPlainsboro, NJ2026-10-13
Secure Asset Management, LLC
5,284$589.9K0.1%GrowthMediumTroy, MI2026-10-19
Syntegra Private Wealth Group, LLC
5,222$583.0K0.0%ETFLowChesterfield, MO2026-10-13
Prime Capital Investment Advisors, LLC
5,100$569.4K0.0%ETFLowOverland Park, KS2026-10-20
Rossby Financial, LCC
5,024$560.9K0.1%ETFMediumMelbourne, FL2026-11-05
Wedbush Securities Inc
5,000$5580.0%CoreLowPasadena, CA2026-10-22
Ethos Capital Management, Inc.
4,998$558.0K0.4%GrowthHighNewtown, PA2026-11-03
CWC Advisors, Llc.
4,600$513.6K0.2%GARPLowLake Oswego, OR2026-10-15
Krilogy Financial LLC
4,593$524.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Tempus Wealth Planning, LLC
4,500$502.4K0.1%ETFMediumIrvine, CA2026-10-14
Eastern Bank
4,396$490.8K0.0%GrowthMediumBoston, MA2026-10-05
LongView Wealth Management
4,341$484.7K0.1%ETFLowAtlanta, GA2026-10-19
MCF Advisors LLC
4,285$478.4K0.0%ETFLowLexington, KY2026-10-28
Investmark Advisory Group LLC
4,275$477.3K0.2%ETFVery LowShelton, CT2026-10-27
Nfsg Corp
4,215$470.6K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
BAM Wealth Management, LLC
4,213$470.4K0.3%ETFHighLakewood, CO2026-10-15
RFG Advisory, LLC
4,122$460.2K0.0%ETFMediumBirmingham, AL2026-11-03
Signal Advisors Wealth, LLC
4,020$448.9K0.0%ETFLowDetroit, MI2026-10-13
JBR Co Financial Management Inc
4,012$452.5K0.2%GrowthLowArdmore, OK2026-10-13
Fairway Financial, LLC
3,999$446.5K0.3%ETFMediumCasselberry, FL2026-10-20
Hengehold Capital Management LLC
3,958$441.9K0.0%ETFLowCincinnati, OH2026-10-16
Tableaux LLC
3,831$427.7K0.2%ETFLowStockbridge, MA2026-10-23
Simon Quick Advisors, LLC
3,807$425.1K0.0%ETFLowMorristown, NJ2026-10-26
Kraft, Davis & Associates, LLC
3,733$428.4K0.1%ETFMediumSt. Louis, MO2026-10-21
Narus Financial Partners, LLC
3,712$414.5K0.1%ValueLowSalt Lake City, UT2026-10-19
Simplicity Wealth,LLC
3,516$392.6K0.0%ETFLowSummit, NJ2026-10-23
Redwood Financial Network Corp
3,448$385.0K0.2%ETFLowSolon, OH2026-11-03
Evolution Wealth Management Inc.
3,143$350.9K0.2%ETFMediumFort Myers, FL2026-10-28
Prospera Financial Services Inc
3,109$366.3K0.0%CoreMediumDallas, TX2026-11-04
Marathon Capital Management
3,104$346.6K0.1%CoreLowHunt Valley, MD2026-10-23
Ullmann Wealth Partners Group, LLC
3,024$337.6K0.0%ETFLowJacksonville Beach, FL2026-11-02
Private Trust Co NA
2,792$311.7K0.0%CoreLowCleveland, OH2026-10-20
Integrity Advisory Solutions, LLC
2,564$286.3K0.0%ETFMediumDallas, TX2026-10-29
Willner & Heller, LLC
2,481$277.1K0.2%GrowthLowEncino, CA2026-10-28
IFP Advisors, Inc
2,436$272.0K0.0%GrowthLowTampa, FL2026-10-16
Annex Advisory Services, LLC
2,354$262.8K0.0%GrowthHighBrookfield, WI2026-10-16
Clear Creek Financial Management, LLC
2,339$261.1K0.0%ETFMediumSilverdale, WA2026-10-28
Elm3 Financial Group, LLC
2,281$254.7K0.2%GrowthMediumAlpharetta, GA2026-10-07
Capstone Capital LLC
2,130$237.8K0.1%ETFVery LowHenderson, NV2026-10-14
Guyasuta Investment Advisors Inc
2,108$235.4K0.0%CoreVery LowPittsburgh, PA2026-10-15
Global Assets Advisory, LLC
2,078$238.7K0.1%GrowthHighOrlando, FL2026-10-28
Northwest Financial Advisors
2,056$229.5K0.0%ETFLowHerndon, VA2026-10-27
Purewater Capital LLC
2,055$229.4K0.2%ETFMediumFort Worth, TX2026-10-23
Cassaday & Co Wealth Management LLC
2,029$226.5K0.0%ETFVery LowMclean, VA2026-10-27
Perigon Wealth Management, LLC
2,009$224.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Oppenheimer & Co Inc
1,964$219.3K0.0%CoreLowNew York, NY2026-10-26
Compass Ion Advisors, LLC
1,920$214.4K0.0%ETFVery LowConshohocken, PA2026-10-23
Edgemoor Investment Advisors, Inc.
1,886$210.6K0.0%CoreVery LowBethesda, MD2026-11-03
Flagship Harbor Advisors, LLC
1,864$208.1K0.0%ETFMediumBoston, MA2026-10-26
Mission Financial Group, LLC
1,810$202.1K0.2%ETFN/AHonolulu, HI2026-10-21
GGM Financial LLC
1,716$191.6K0.1%ETFMediumColumbus, OH2026-11-05
Richards, Merrill & Peterson, Inc.
1,604$179.1K0.1%GrowthLowSpokane, WA2026-10-19
Pinnacle Bancorp, Inc.
1,250$139.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Sarver Vrooman Wealth Advisors
1,203$134.3K0.1%ETFMediumKansas City, MO2026-10-01
Hazlett, Burt & Watson, Inc.
1,119$38.1K0.0%CoreVery LowWheeling, WV2026-11-04
Hughes Financial Services, LLC
1,064$126.1K0.0%ETFLowHerndon, VA2026-10-30
MidAtlantic Capital Management, Inc.
753$84.1K0.1%ETFVery LowRichmond, VA2026-11-05
Financial Network Wealth Advisors LLC
683$76.3K0.1%ETFLowMurray, UT2026-10-28
Assetmark, Inc
619$69.1K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
433$48.3K0.0%ETFMediumEncinitas, CA2026-10-21
Cape Investment Advisory, Inc.
356$39.7K0.0%ETFLowMcdonough, GA2026-10-13
Mosley Wealth Management
353$40.6K0.0%ETFHighAnaheim, CA2026-10-16
Pinnacle Wealth Planning Services, Inc.
337$37.6K0.0%GARPLowMansfield, OH2026-10-27
Westside Investment Management, Inc.
300$34.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Capital Advisors, Ltd. LLC
277$31.0K0.0%ETFLowShaker Heights, OH2026-10-27
Larson Financial Group LLC
252$28.1K0.0%GrowthLowSt Louis, MO2026-11-05
Heritage Family Offices, LLP
242$27.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Coastline Trust Co
234$26.1K0.0%GrowthVery LowProvidence, RI2026-10-01
Tsfg, LLC
200$220.0%ETFLowLake Forest, IL2026-10-23
Valley National Advisers Inc
200$22.4K0.0%ETFLowBethlehem, PA2026-10-23
CoreCap Advisors, LLC
125$14.0K0.0%ETFMediumSouthfield, MI2026-10-08
Lanark Financial, Inc.
116$13.0K0.0%CoreMediumBirmingham, AL2026-10-26
Register Financial Advisors LLC
109$12.2K0.0%GARPLowAtlanta, GA2026-10-23
Allspring Global Investments Holdings, LLC
95$10.8K0.0%CoreMediumCharlotte, NC2026-11-04
CX Institutional
87$100.0%CoreMediumAuburn, IN2026-10-02
Ashton Thomas Securities, LLC
66$7.4K0.0%ETFMediumRochester, NY2026-10-26
Signaturefd, LLC
56$6.3K0.0%IndexLowAtlanta, GA2026-10-23
Wagner Wealth Management, LLC
55$6.1K0.0%ETFLowGreenville, SC2026-10-21
SYM Financial Corp
43$4.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Noble Wealth Management PBC
37$4.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Pension & Wealth Management Advisors, Inc.
31$3.5K0.0%ETFLowWaltham, MA2026-10-16
Wilkerson Advisory Group LLC
24$2.7K0.0%ETFMediumColumbia, MO2026-10-20
Latitude Advisors, LLC
20$2.2K0.0%ETFLowYorkville, IL2026-10-27
Decker Retirement Planning Inc.
14$1.6K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Trust Co
9$9490.0%ETFVery LowManhattan, KS2026-10-09
Markowski Investments
9$1.0K0.0%ETFN/ATampa, FL2026-10-30
Signature Equity Partners, LLC
4$4470.0%GrowthMediumColumbus, OH2026-10-29