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Invesco S&P Smallcap Momentu (XSMO)

CUSIP: 46137V498 | NYSE | 505 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Apollon Wealth Management, LLC646,349
0.6% of portfolio›$52.7M
Gratus Wealth Advisors, LLC531,647
5.5% of portfolio›$43.4M
Cambridge Investment Research Advisors, Inc.280,503
0.1% of portfolio›$22.9M
Focus Financial Network, Inc.222,313
0.5% of portfolio›$18.1M
Thrivent Financial for Lutherans218,227
0.1% of portfolio›$17.8M
Armbruster Capital Management, Inc.197,995
2.4% of portfolio›$16.2M
Markowski Investments195,091
3.6% of portfolio›$15.9M
Sound Income Strategies, LLC191,886
0.7% of portfolio›$15.6M
Seros Financial, LLC188,783
7.8% of portfolio›$15.4M
Clark Wealth Partners182,458
7.7% of portfolio›$14.9M
NBZ Investment Advisors LLC181,949
5.7% of portfolio›$14.8M
Meridian Wealth Management, LLC147,539
0.4% of portfolio›$12.0M
Financial Partners Group, Inc145,339
1.2% of portfolio›$11.9M
Commonwealth Equity Services, LLC125,737
0.0% of portfolio›$10.3M
USAdvisors Wealth Management, LLC114,376
0.0% of portfolio›$9.3K
Wealth Enhancement Advisory Services, LLC113,441
0.0% of portfolio›$9.2M
Integrated Capital Management, LLC112,456
3.3% of portfolio›$9.2M
VestGen Advisors, LLC97,131
0.2% of portfolio›$7.9M
Truist Financial Corp95,736
0.0% of portfolio›$7.8M
EPG Wealth Management LLC90,909
1.7% of portfolio›$7.4M
Family Investment Center, Inc.90,037
1.2% of portfolio›$7.3M
Cooper Financial Group80,381
0.5% of portfolio›$6.6M
Provident Wealth Management, LLC73,507
2.1% of portfolio›$6.0M
Fiduciary Alliance LLC72,024
0.4% of portfolio›$5.9M
Fifth Third Securities, Inc.71,811
0.3% of portfolio›$5.9M
MFA Wealth Advisors, LLC70,355
1.0% of portfolio›$5.7M
IFS Advisors, LLC67,839
1.7% of portfolio›$5.5M
Prospera Financial Services Inc67,638
0.1% of portfolio›$5.5M
Atria Investments, Inc61,399
0.0% of portfolio›$5.0M
Citigroup Inc58,553
0.0% of portfolio›$4.8M
Global View Capital Management LLC54,398
1.0% of portfolio›$4.4M
Moneco Advisors, LLC48,560
0.2% of portfolio›$4.0M
Retirement Planning Group, LLC48,442
0.1% of portfolio›$4.0M
Titleist Asset Management, LLC48,420
0.3% of portfolio›$4.0M
Prime Capital Investment Advisors, LLC48,282
0.0% of portfolio›$3.9M
Noble Wealth Management PBC44,255
1.6% of portfolio›$3.6M
Apollon Financial, LLC44,140
0.4% of portfolio›$3.6M
Compass Financial Management LLC43,683
0.4% of portfolio›$3.6M
RFG Advisory, LLC41,464
0.0% of portfolio›$3.4M
Brown Miller Wealth Management, LLC39,935
0.8% of portfolio›$3.3M
Beacon Capital Management, Inc.39,434
0.2% of portfolio›$3.2M
JBR Co Financial Management Inc37,676
1.3% of portfolio›$3.5M
Kestra Advisory Services, LLC35,916
0.0% of portfolio›$2.9M
PFG Advisors35,025
0.1% of portfolio›$2.9M
Plus Group Wealth Advisors LLC34,715
2.5% of portfolio›$2.8M
Mascagni Wealth Management, Inc.33,244
1.6% of portfolio›$2.7M
Paragon Private Wealth Management, LLC32,487
0.8% of portfolio›$2.7M
Capital Investment Counsel, LLC30,551
0.3% of portfolio›$2.5M
Colonial River Investments, LLC30,254
0.6% of portfolio›$2.5M
Chicago Partners Investment Group LLC26,929
0.0% of portfolio›$2.1M
Sowell Financial Services LLC26,426
0.1% of portfolio›$2.2M
Accel Wealth Management26,018
0.5% of portfolio›$2.1M
MFG Investments, LLC25,824
2.3% of portfolio›$2.1M
Kingswood Wealth Advisors, LLC24,254
0.1% of portfolio›$2.0M
Lodestone Wealth Management LLC23,655
0.6% of portfolio›$1.9M
Members Wealth LLC23,453
1.0% of portfolio›$1.9M
Dynamic Advisor Solutions LLC21,833
0.1% of portfolio›$1.8M
Oppenheimer & Co Inc21,068
0.0% of portfolio›$1.7M
Redhawk Wealth Advisors, Inc.19,748
0.2% of portfolio›$1.6M
Sigma Planning Corp19,533
0.0% of portfolio›$1.6M
Carolina Wealth Management Inc19,504
0.7% of portfolio›$1.6M
Blue Jean Financial LLC18,476
0.9% of portfolio›$1.5M
Well Done, LLC17,329
0.2% of portfolio›$1.4M
Kendall Capital Management16,996
0.2% of portfolio›$1.4M
Clear Creek Financial Management, LLC16,994
0.1% of portfolio›$1.4M
Englebert Financial Advisers, LLC16,945
1.4% of portfolio›$1.4M
J.W. Cole Advisors, Inc.16,129
0.0% of portfolio›$1.3M
Anson Capital, Inc.16,033
0.9% of portfolio›$1.3M
Elevation Point Wealth Partners, LLC15,583
0.0% of portfolio›$1.3M
Bank of New York Mellon Corp15,509
0.0% of portfolio›$1.3M
Vise Technologies, Inc.15,086
0.0% of portfolio›$1.2M
Comprehensive Wealth Management, LLC15,074
0.6% of portfolio›$1.2M
SFI Advisors, LLC14,766
1.0% of portfolio›$1.2M
Integrity Alliance, Llc.14,728
0.0% of portfolio›$1.2M
Unique Wealth, LLC14,311
0.1% of portfolio›$1.2M
Founders Financial Securities LLC14,189
0.1% of portfolio›$1.2M
Fifth Third Bancorp14,181
0.0% of portfolio›$1.2M
Breakwater Capital Group13,589
0.1% of portfolio›$1.1M
Signal Advisors Wealth, LLC13,517
0.0% of portfolio›$1.1M
Signature Equity Partners, LLC13,141
0.4% of portfolio›$1.1M
Fortune Financial Group, Inc.12,986
0.9% of portfolio›$1.1M
Sovran Advisors, LLC12,928
0.1% of portfolio›$1.1M
Providence First Trust Co12,605
0.3% of portfolio›$1.0M
IFP Advisors, Inc12,457
0.0% of portfolio›$1.0M
Peterson Wealth Services12,175
0.2% of portfolio›$993.2K
Capstone Wealth Management Group, LLC12,054
0.4% of portfolio›$886.8K
MGO One Seven LLC11,285
0.0% of portfolio›$920.7K
Southland Equity Partners LLC11,187
0.2% of portfolio›$912.6K
Cpwa, LLC11,035
1.0% of portfolio›$897.2K
Creative Planning10,965
0.0% of portfolio›$894.5K
Alchemi Wealth, LLC10,587
0.4% of portfolio›$863.7K
Kozak & Associates, Inc.10,176
0.2% of portfolio›$831.7K
Cornerstone Planning Group LLC9,419
0.1% of portfolio›$770.0K
Partners Wealth Management, LLC9,417
0.1% of portfolio›$768.3K
Wealthcare Capital Management LLC9,369
0.1% of portfolio›$764.3K
Investmark Advisory Group LLC9,294
0.2% of portfolio›$758.3K
Northwest Wealth Advisors, LLC8,992
0.4% of portfolio›$733.5K
Total Clarity Wealth Management, Inc.8,745
0.1% of portfolio›$713.4K
Independent Financial Group, LLC8,647
0.0% of portfolio›$705.4K
Trust Co of Toledo NA8,184
0.1% of portfolio›$667.7K
Bellecapital International Ltd.7,911
0.1% of portfolio›$645.4K
Solutions 4 Wealth, Ltd7,707
0.8% of portfolio›$628.8K
James Investment Research, Inc.7,670
0.1% of portfolio›$625.7K
Sculati Wealth Management, LLC7,149
0.2% of portfolio›$581.2K
Nestegg Advisors, Inc.6,375
0.3% of portfolio›$520.0K
Intrua Financial, LLC6,040
0.0% of portfolio›$492.8K
Trilogy Capital Inc.5,993
0.0% of portfolio›$488.9K
Signature Estate & Investment Advisors LLC5,802
0.0% of portfolio›$473.4K
Farther Finance Advisors, LLC5,510
0.0% of portfolio›$449.5K
Aviance Capital Partners, LLC5,187
0.0% of portfolio›$423.2K
Sagespring Wealth Partners, LLC5,043
0.0% of portfolio›$411.4K
Carlson Financial, Inc.5,030
0.2% of portfolio›$410.4K
CoreCap Advisors, LLC5,029
0.0% of portfolio›$410.3K
Westco Advisory Services Inc4,927
0.2% of portfolio›$401.9K
AlphaStar Capital Management, LLC4,353
0.0% of portfolio›$355.1K
Mayfair Advisory Group, LLC4,291
0.1% of portfolio›$350.1K
Capital Square, LLC3,841
0.1% of portfolio›$313.4K
D'Orazio & Associates, Inc.3,835
0.0% of portfolio›$312.9K
Discipline Wealth Solutions, LLC3,760
0.0% of portfolio›$306.7K
Polaris Financial Partners3,348
0.1% of portfolio›$276
Ullmann Wealth Partners Group, LLC3,110
0.0% of portfolio›$253.7K
Caldwell Trust Co3,005
0.0% of portfolio›$245.1K
Destiny Wealth Partners, LLC2,961
0.0% of portfolio›$237.9K
Jacobi Capital Management LLC2,957
0.0% of portfolio›$241.2K
Bright Futures Wealth Management, Llc.2,954
0.2% of portfolio›$241.0K
Silverlake Wealth Management LLC2,781
0.0% of portfolio›$226.9K
Urban Wealth Management, LLC2,666
0.2% of portfolio›$217.5K
Perigon Wealth Management, LLC2,640
0.0% of portfolio›$215.4K
Rossby Financial, LCC2,490
0.0% of portfolio›$203.1K
MY Wealth Management Inc.2,453
0.1% of portfolio›$200.1K
Private Trust Co NA2,050
0.0% of portfolio›$167.2K
Register Financial Advisors LLC1,797
0.0% of portfolio›$146.6K
Cape Investment Advisory, Inc.1,703
0.0% of portfolio›$139.0K
Cullen T Bankers, Inc.1,696
0.0% of portfolio›$138.3K
Lanark Financial, Inc.1,632
0.0% of portfolio›$133.2K
Assetmark, Inc1,588
0.0% of portfolio›$129.5K
Valley National Advisers Inc1,531
0.0% of portfolio›$124.9K
Sage Mountain Advisors LLC1,382
0.0% of portfolio›$112.7K
Spire Wealth Management1,111
0.0% of portfolio›$90.6K
Mather Group, Llc.973
0.0% of portfolio›$79.4K
Glass Jacobson Investment Advisors llc942
0.0% of portfolio›$76.8K
US Bancorp \de\742
0.0% of portfolio›$60.5K
Harbor Asset Planning, Inc.712
0.0% of portfolio›$58.1K
Parkside Financial Bank & Trust611
0.0% of portfolio›$49.8K
Oakworth Capital, Inc.600
0.0% of portfolio›$48.9K
Harbor Investment Advisory, LLC600
0.0% of portfolio›$48.9K
Golden State Wealth Management, LLC588
0.0% of portfolio›$48.0K
Hazlett, Burt & Watson, Inc.535
0.0% of portfolio›$13.0K
Comprehensive Financial Planning, Inc.481
0.0% of portfolio›$39.3K
Planning Strategies Inc.471
0.0% of portfolio›$38.4K
GHP Investment Advisors, Inc.383
0.0% of portfolio›$31.2K
EverSource Wealth Advisors, LLC340
0.0% of portfolio›$27.7K
Asset Dedication, LLC339
0.0% of portfolio›$27.7K
Archer Investment Corp274
0.0% of portfolio›$22.4K
Toth Financial Advisory Corp240
0.0% of portfolio›$19.6K
Hoey Investments, Inc233
0.0% of portfolio›$19.0K
Godsey & Gibb, Inc126
0.0% of portfolio›$10.3K
Pinnacle Bancorp, Inc.124
0.0% of portfolio›$10.1K
Blue Bell Private Wealth Management, LLC120
0.0% of portfolio›$9.8K
Y.D. More Investments Ltd104
0.0% of portfolio›$8.5K
Ashton Thomas Private Wealth, LLC102
0.0% of portfolio›$8.3K
Abound Wealth Management97
0.0% of portfolio›$7.9K
Root Financial Partners, LLC93
0.0% of portfolio›$7.6K
Signaturefd, LLC81
0.0% of portfolio›$6.6K
Latitude Advisors, LLC63
0.0% of portfolio›$5.2K
Parallel Advisors, LLC49
0.0% of portfolio›$4.0K
Silver Grove Financial Group, Inc.44
0.0% of portfolio›$3.6K
Murphy & Mullick Capital Management Corp25
0.0% of portfolio›$2.0K
Capital Investment Advisory Services, LLC22
0.0% of portfolio›$1.8K
Trust Co19
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Apollon Wealth Management, LLC
646,349$52.7M0.6%GrowthLowMount Pleasant, SC2026-10-23
Gratus Wealth Advisors, LLC
531,647$43.4M5.5%ETFLowVirginia Beach, VA2026-10-26
Cambridge Investment Research Advisors, Inc.
280,503$22.9M0.1%ETFLowFairfield, IA2026-11-02
Focus Financial Network, Inc.
222,313$18.1M0.5%ETFLowMinneapolis, MN2026-10-14
Thrivent Financial for Lutherans
218,227$17.8M0.1%GARPMediumMinneapolis, MN2026-11-05
Armbruster Capital Management, Inc.
197,995$16.2M2.4%ETFVery LowPittsford, NY2026-10-19
Markowski Investments
195,091$15.9M3.6%ETFN/ATampa, FL2026-10-30
Sound Income Strategies, LLC
191,886$15.6M0.7%YieldMediumFt Lauderdale, FL2026-10-09
Seros Financial, LLC
188,783$15.4M7.8%ETFMediumGilbert, AZ2026-10-21
Clark Wealth Partners
182,458$14.9M7.7%ETFVery LowO'Fallon, IL2026-10-19
NBZ Investment Advisors LLC
181,949$14.8M5.7%ETFLowKnoxville, TN2026-10-30
Meridian Wealth Management, LLC
147,539$12.0M0.4%GrowthLowLexington, KY2026-11-05
Financial Partners Group, Inc
145,339$11.9M1.2%ETFLowOverland Park, KS2026-10-19
Commonwealth Equity Services, LLC
125,737$10.3M0.0%ETFLowWaltham, MA2026-11-02
USAdvisors Wealth Management, LLC
114,376$9.3K0.0%ETFLowEden Prairie, MN2026-10-21
Wealth Enhancement Advisory Services, LLC
113,441$9.2M0.0%CoreLowPlymouth, MN2026-10-13
Integrated Capital Management, LLC
112,456$9.2M3.3%ETFLowBloomfield, MI2026-10-23
VestGen Advisors, LLC
97,131$7.9M0.2%GrowthMediumChicago, IL2026-10-27
Truist Financial Corp
95,736$7.8M0.0%CoreLowCharlotte, NC2026-10-30
EPG Wealth Management LLC
90,909$7.4M1.7%GrowthLowAtlanta, GA2026-11-03
Family Investment Center, Inc.
90,037$7.3M1.2%ETFMediumSaint Joseph, MO2026-10-19
Cooper Financial Group
80,381$6.6M0.5%GrowthMediumIrvine, CA2026-10-07
Provident Wealth Management, LLC
73,507$6.0M2.1%ETFVery LowBrentwood, TN2026-10-20
Fiduciary Alliance LLC
72,024$5.9M0.4%CoreMediumGreenville, SC2026-10-13
Fifth Third Securities, Inc.
71,811$5.9M0.3%ETFLowCincinnati, OH2026-10-21
MFA Wealth Advisors, LLC
70,355$5.7M1.0%ETFMediumPittsburgh, PA2026-10-07
IFS Advisors, LLC
67,839$5.5M1.7%ETFLowOverland Park, KS2026-10-14
Prospera Financial Services Inc
67,638$5.5M0.1%CoreMediumDallas, TX2026-11-04
Atria Investments, Inc
61,399$5.0M0.0%CoreMediumCharlotte, NC2026-10-15
Citigroup Inc
58,553$4.8M0.0%CoreMediumNew York, NY2026-11-04
Global View Capital Management LLC
54,398$4.4M1.0%ETFHighWaukesha, WI2026-10-28
Moneco Advisors, LLC
48,560$4.0M0.2%ETFLowFairfield, CT2026-11-05
Retirement Planning Group, LLC
48,442$4.0M0.1%ETFVery LowLeawood, KS2026-10-19
Titleist Asset Management, LLC
48,420$4.0M0.3%ETFLowSan Antonio, TX2026-10-08
Prime Capital Investment Advisors, LLC
48,282$3.9M0.0%ETFLowOverland Park, KS2026-10-20
Noble Wealth Management PBC
44,255$3.6M1.6%YieldMediumGreenwood Village, CO2026-10-01
Apollon Financial, LLC
44,140$3.6M0.4%ETFVery LowMount Pleasant, SC2026-10-23
Compass Financial Management LLC
43,683$3.6M0.4%CoreN/ATampa, FL2026-10-30
RFG Advisory, LLC
41,464$3.4M0.0%ETFMediumBirmingham, AL2026-11-03
Brown Miller Wealth Management, LLC
39,935$3.3M0.8%GrowthLowMclean, VA2026-11-02
Beacon Capital Management, Inc.
39,434$3.2M0.2%ETFMediumDayton, OH2026-10-13
JBR Co Financial Management Inc
37,676$3.5M1.3%GrowthLowArdmore, OK2026-10-13
Kestra Advisory Services, LLC
35,916$2.9M0.0%CoreLowAustin, TX2026-11-02
PFG Advisors
35,025$2.9M0.1%ETFMediumPhoenix, AZ2026-10-16
Plus Group Wealth Advisors LLC
34,715$2.8M2.5%ETFLowBelgium, WI2026-10-19
Mascagni Wealth Management, Inc.
33,244$2.7M1.6%ETFLowClinton, MS2026-10-23
Paragon Private Wealth Management, LLC
32,487$2.7M0.8%GrowthLowLexington, KY2026-10-20
Capital Investment Counsel, LLC
30,551$2.5M0.3%CoreLowDenver, CO2026-10-14
Colonial River Investments, LLC
30,254$2.5M0.6%GrowthMediumMidlothian, VA2026-10-19
Chicago Partners Investment Group LLC
26,929$2.1M0.0%GARPLowChicago, IL2026-10-27
Sowell Financial Services LLC
26,426$2.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Accel Wealth Management
26,018$2.1M0.5%ETFLowWaverly, IA2026-10-13
MFG Investments, LLC
25,824$2.1M2.3%ETFN/AMedford, NJ2026-10-30
Kingswood Wealth Advisors, LLC
24,254$2.0M0.1%GrowthLowSan Diego, CA2026-10-23
Lodestone Wealth Management LLC
23,655$1.9M0.6%CoreLowSpokane, WA2026-10-14
Members Wealth LLC
23,453$1.9M1.0%ETFLowMedia, PA2026-10-20
Dynamic Advisor Solutions LLC
21,833$1.8M0.1%ETFLowPhoenix, AZ2026-10-13
Oppenheimer & Co Inc
21,068$1.7M0.0%CoreLowNew York, NY2026-10-26
Redhawk Wealth Advisors, Inc.
19,748$1.6M0.2%ETFHighMinneapolis, MN2026-10-14
Sigma Planning Corp
19,533$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Carolina Wealth Management Inc
19,504$1.6M0.7%ETFN/AGreenville, NC2026-10-29
Blue Jean Financial LLC
18,476$1.5M0.9%GrowthVery HighAlbany, NY2026-10-20
Well Done, LLC
17,329$1.4M0.2%ETFLowHolland, MI2026-10-20
Kendall Capital Management
16,996$1.4M0.2%GARPLowRockville, MD2026-10-23
Clear Creek Financial Management, LLC
16,994$1.4M0.1%ETFMediumSilverdale, WA2026-10-28
Englebert Financial Advisers, LLC
16,945$1.4M1.4%ETFMediumAllentown, PA2026-10-20
J.W. Cole Advisors, Inc.
16,129$1.3M0.0%IndexLowTampa, FL2026-11-05
Anson Capital, Inc.
16,033$1.3M0.9%ETFLowTyrone, GA2026-10-23
Elevation Point Wealth Partners, LLC
15,583$1.3M0.0%CoreHighDenver, CO2026-11-05
Bank of New York Mellon Corp
15,509$1.3M0.0%CoreLowNew York, NY2026-11-05
Vise Technologies, Inc.
15,086$1.2M0.0%IndexLowNew York, NY2026-10-29
Comprehensive Wealth Management, LLC
15,074$1.2M0.6%ETFMediumLynnwood, WA2026-11-02
SFI Advisors, LLC
14,766$1.2M1.0%ETFLowMontclair, NJ2026-10-30
Integrity Alliance, Llc.
14,728$1.2M0.0%ETFMediumUrbandale, IA2026-10-29
Unique Wealth, LLC
14,311$1.2M0.1%ETFMediumTampa, FL2026-10-16
Founders Financial Securities LLC
14,189$1.2M0.1%ETFMediumTowson, MD2026-10-28
Fifth Third Bancorp
14,181$1.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Breakwater Capital Group
13,589$1.1M0.1%ETFLowParamus, NJ2026-10-09
Signal Advisors Wealth, LLC
13,517$1.1M0.0%ETFLowDetroit, MI2026-10-13
Signature Equity Partners, LLC
13,141$1.1M0.4%GrowthMediumColumbus, OH2026-10-29
Fortune Financial Group, Inc.
12,986$1.1M0.9%ETFHighNaples, FL2026-10-22
Sovran Advisors, LLC
12,928$1.1M0.1%ETFMediumSan Diego, CA2026-11-02
Providence First Trust Co
12,605$1.0M0.3%ETFMediumScottsdale, AZ2026-11-02
IFP Advisors, Inc
12,457$1.0M0.0%GrowthLowTampa, FL2026-10-16
Peterson Wealth Services
12,175$993.2K0.2%GrowthHighSouth Ogden, UT2026-10-26
Capstone Wealth Management Group, LLC
12,054$886.8K0.4%ETFMediumDunmore, PA2026-11-05
MGO One Seven LLC
11,285$920.7K0.0%GrowthLowBeachwood, OH2026-10-28
Southland Equity Partners LLC
11,187$912.6K0.2%ETFLowWildwood, MO2026-10-14
Cpwa, LLC
11,035$897.2K1.0%GrowthN/AHood River, OR2026-11-04
Creative Planning
10,965$894.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Alchemi Wealth, LLC
10,587$863.7K0.4%CoreLowEssex, CT2026-11-04
Kozak & Associates, Inc.
10,176$831.7K0.2%ETFLowHighlands Ranch, CO2026-10-29
Cornerstone Planning Group LLC
9,419$770.0K0.1%ETFMediumFairfield, NJ2026-10-16
Partners Wealth Management, LLC
9,417$768.3K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Wealthcare Capital Management LLC
9,369$764.3K0.1%ETFVery LowRichmond, VA2026-10-21
Investmark Advisory Group LLC
9,294$758.3K0.2%ETFVery LowShelton, CT2026-10-27
Northwest Wealth Advisors, LLC
8,992$733.5K0.4%ETFVery LowBellingham, WA2026-11-02
Total Clarity Wealth Management, Inc.
8,745$713.4K0.1%ETFMediumSt. Charles, IL2026-10-26
Independent Financial Group, LLC
8,647$705.4K0.0%GrowthLowSan Diego, CA2026-10-13
Trust Co of Toledo NA
8,184$667.7K0.1%GrowthVery LowHolland, OH2026-10-16
Bellecapital International Ltd.
7,911$645.4K0.1%GrowthMediumZurich, Switzerland2026-10-21
Solutions 4 Wealth, Ltd
7,707$628.8K0.8%ETFMediumSouthlake, TX2026-11-03
James Investment Research, Inc.
7,670$625.7K0.1%CoreLowAlpha, OH2026-10-22
Sculati Wealth Management, LLC
7,149$581.2K0.2%CoreLowBloomfield Hills, MI2026-10-19
Nestegg Advisors, Inc.
6,375$520.0K0.3%ETFLowHauppauge, NY2026-10-21
Intrua Financial, LLC
6,040$492.8K0.0%ETFMediumHouston, TX2026-10-28
Trilogy Capital Inc.
5,993$488.9K0.0%ETFMediumIrvine, CA2026-10-20
Signature Estate & Investment Advisors LLC
5,802$473.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Farther Finance Advisors, LLC
5,510$449.5K0.0%IndexLowSan Francisco, CA2026-10-08
Aviance Capital Partners, LLC
5,187$423.2K0.0%CoreLowNaples, FL2026-10-29
Sagespring Wealth Partners, LLC
5,043$411.4K0.0%ETFLowFranklin, TN2026-10-22
Carlson Financial, Inc.
5,030$410.4K0.2%GrowthLowCanby, OR2026-11-05
CoreCap Advisors, LLC
5,029$410.3K0.0%ETFMediumSouthfield, MI2026-10-08
Westco Advisory Services Inc
4,927$401.9K0.2%GrowthLowLynbrook, NY2026-10-14
AlphaStar Capital Management, LLC
4,353$355.1K0.0%ETFMediumCornelius, NC2026-10-16
Mayfair Advisory Group, LLC
4,291$350.1K0.1%ETFLowBirmingham, AL2026-10-20
Capital Square, LLC
3,841$313.4K0.1%YieldMediumAthens, TN2026-10-19
D'Orazio & Associates, Inc.
3,835$312.9K0.0%ETFLowVienna, VA2026-11-04
Discipline Wealth Solutions, LLC
3,760$306.7K0.0%ETFLowGreenville, SC2026-10-14
Polaris Financial Partners
3,348$2760.1%GrowthN/AWesterville, OH2026-10-02
Ullmann Wealth Partners Group, LLC
3,110$253.7K0.0%ETFLowJacksonville Beach, FL2026-11-02
Caldwell Trust Co
3,005$245.1K0.0%GrowthLowVenice, FL2026-10-30
Destiny Wealth Partners, LLC
2,961$237.9K0.0%ETFMediumTavares, FL2026-11-05
Jacobi Capital Management LLC
2,957$241.2K0.0%CoreLowPittston, PA2026-11-05
Bright Futures Wealth Management, Llc.
2,954$241.0K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Silverlake Wealth Management LLC
2,781$226.9K0.0%ETFLowWilliston, VT2026-10-21
Urban Wealth Management, LLC
2,666$217.5K0.2%GrowthMediumLakewood, CA2026-10-21
Perigon Wealth Management, LLC
2,640$215.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Rossby Financial, LCC
2,490$203.1K0.0%ETFMediumMelbourne, FL2026-11-05
MY Wealth Management Inc.
2,453$200.1K0.1%ETFVery HighGermantown, MD2026-10-21
Private Trust Co NA
2,050$167.2K0.0%CoreLowCleveland, OH2026-10-20
Register Financial Advisors LLC
1,797$146.6K0.0%GARPLowAtlanta, GA2026-10-23
Cape Investment Advisory, Inc.
1,703$139.0K0.0%ETFLowMcdonough, GA2026-10-13
Cullen T Bankers, Inc.
1,696$138.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Lanark Financial, Inc.
1,632$133.2K0.0%CoreMediumBirmingham, AL2026-10-26
Assetmark, Inc
1,588$129.5K0.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
1,531$124.9K0.0%ETFLowBethlehem, PA2026-10-23
Sage Mountain Advisors LLC
1,382$112.7K0.0%ETFLowAtlanta, GA2026-11-02
Spire Wealth Management
1,111$90.6K0.0%GrowthMediumMclean, VA2026-10-30
Mather Group, Llc.
973$79.4K0.0%ETFMediumChicago, IL2026-10-14
Glass Jacobson Investment Advisors llc
942$76.8K0.0%ETFLowOwings Mills, MD2026-10-26
US Bancorp \de\
742$60.5K0.0%IndexLowMinneapolis, MN2026-11-05
Harbor Asset Planning, Inc.
712$58.1K0.0%ETFVery LowBelmont, MA2026-10-23
Parkside Financial Bank & Trust
611$49.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Oakworth Capital, Inc.
600$48.9K0.0%ETFLowBirmingham, AL2026-10-26
Harbor Investment Advisory, LLC
600$48.9K0.0%GrowthLowLutherville, MD2026-10-13
Golden State Wealth Management, LLC
588$48.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Hazlett, Burt & Watson, Inc.
535$13.0K0.0%CoreVery LowWheeling, WV2026-11-04
Comprehensive Financial Planning, Inc.
481$39.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Planning Strategies Inc.
471$38.4K0.0%ETFN/ALancaster, PA2026-10-02
GHP Investment Advisors, Inc.
383$31.2K0.0%CoreVery LowDenver, CO2026-10-15
EverSource Wealth Advisors, LLC
340$27.7K0.0%CoreMediumBirmingham, AL2026-11-04
Asset Dedication, LLC
339$27.7K0.0%ETFLowSan Francisco, CA2026-11-03
Archer Investment Corp
274$22.4K0.0%CoreMediumCarmel, IN2026-11-05
Toth Financial Advisory Corp
240$19.6K0.0%CoreLowLeesburg, VA2026-10-08
Hoey Investments, Inc
233$19.0K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Godsey & Gibb, Inc
126$10.3K0.0%CoreLowRichmond, VA2026-10-14
Pinnacle Bancorp, Inc.
124$10.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Blue Bell Private Wealth Management, LLC
120$9.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Y.D. More Investments Ltd
104$8.5K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Ashton Thomas Private Wealth, LLC
102$8.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Abound Wealth Management
97$7.9K0.0%ETFVery LowFranklin, TN2026-10-26
Root Financial Partners, LLC
93$7.6K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
81$6.6K0.0%IndexLowAtlanta, GA2026-10-23
Latitude Advisors, LLC
63$5.2K0.0%ETFLowYorkville, IL2026-10-27
Parallel Advisors, LLC
49$4.0K0.0%IndexLowSan Francisco, CA2026-11-03
Silver Grove Financial Group, Inc.
44$3.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Murphy & Mullick Capital Management Corp
25$2.0K0.0%GrowthLowSmithtown, NY2026-11-02
Capital Investment Advisory Services, LLC
22$1.8K0.0%CoreMediumRaleigh, NC2026-10-30
Trust Co
19$1.6K0.0%ETFVery LowManhattan, KS2026-10-09