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Invesco S&P 500 Momentum ETF (SPMO)

CUSIP: 46138E339 | NYSE | 1096 institutional holders

Quarters

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

Vantagepoint Investment Advisers LLC2,332,531
2.7% of portfolio›$353.6M
Cambridge Investment Research Advisors, Inc.1,386,028
1.2% of portfolio›$210.1M
Mirae Asset Global Investments Co., Ltd.787,429
0.2% of portfolio›$119.4M
Wealth Enhancement Advisory Services, LLC677,293
0.2% of portfolio›$102.2M
Commonwealth Equity Services, LLC505,729
0.1% of portfolio›$76.7M
Alpine Bank Wealth Management498,031
9.8% of portfolio›$75.5M
TD Private Client Wealth LLC382,186
1.0% of portfolio›$57.9M
Thrivent Financial for Lutherans364,465
0.2% of portfolio›$55.3M
Triton Wealth Management, Pllc358,507
14.2% of portfolio›$47.8M
Trilogy Capital Inc.327,977
1.9% of portfolio›$49.7M
Timothy G. Youngquist 2020 Irrevocable Trust308,747
8.8% of portfolio›$46.8M
RVW Wealth, LLC272,587
2.7% of portfolio›$41.3M
Family Investment Center, Inc.271,075
6.8% of portfolio›$41.1M
Whitaker-Myers Wealth Managers, Ltd.250,052
6.2% of portfolio›$37.9M
Insight Wealth Strategies, LLC247,018
3.7% of portfolio›$37.4M
Tompkins Financial Corp244,030
2.6% of portfolio›$37.0M
Davidson Capital Management Inc.224,963
5.6% of portfolio›$34.1M
Oppenheimer & Co Inc224,266
0.4% of portfolio›$34.0M
Meridian Wealth Management, LLC220,572
1.0% of portfolio›$33.4M
Bull Oak Capital, LLC197,101
9.8% of portfolio›$29.9M
Meitav Investment House LTD192,322
0.2% of portfolio›$29.2M
Seros Financial, LLC179,169
13.8% of portfolio›$27.2M
HBW Advisory Services LLC173,175
2.6% of portfolio›$26.2M
Manchester Financial Inc164,893
4.4% of portfolio›$25.0M
Concurrent Investment Advisors, LLC148,447
0.2% of portfolio›$22.5M
Altus Wealth Group LLC143,430
8.2% of portfolio›$21.7M
Avidian Wealth Enterprises, LLC142,623
0.6% of portfolio›$21.6M
Capstone Wealth Management Group, LLC141,047
7.2% of portfolio›$17.1M
Venture Visionary Partners LLC136,183
0.5% of portfolio›$20.6M
Park Avenue Securities LLC134,422
0.3% of portfolio›$20.4M
Dynamic Advisor Solutions LLC130,169
0.6% of portfolio›$19.7M
Financial Enhancement Group LLC128,321
2.3% of portfolio›$19.6M
Integrity Alliance, Llc.128,255
0.6% of portfolio›$19.4M
Truist Financial Corp127,074
0.0% of portfolio›$19.3M
Pioneer Family Office, LLC119,320
9.1% of portfolio›$18.1M
Green Ridge Wealth Planning LLC118,636
7.2% of portfolio›$18.0M
Sierra Ocean, LLC117,988
11.0% of portfolio›$17.9M
Colonial River Investments, LLC114,569
4.5% of portfolio›$17.4M
Able Wealth Management LLC113,379
2.5% of portfolio›$11.3M
StoneCrest Wealth Management, Inc.101,157
4.9% of portfolio›$15.3M
Perigon Wealth Management, LLC99,909
0.2% of portfolio›$15.1M
Clear Creek Financial Management, LLC99,186
1.1% of portfolio›$15.0M
Chicago Partners Investment Group LLC97,336
0.2% of portfolio›$13.5M
Financial Partners Group, Inc91,524
1.4% of portfolio›$13.9M
Lifestyle Asset Management, Inc.88,143
3.2% of portfolio›$13.4M
Axxcess Wealth Management, LLC87,410
0.5% of portfolio›$13.2M
Next Level Private LLC87,191
2.5% of portfolio›$13.2M
Centerpoint Advisory Group83,978
7.9% of portfolio›$12.7M
Eagle Capital Management, LLC82,591
0.0% of portfolio›$12.5K
Pachira Investments Inc.79,206
3.8% of portfolio›$12.0M
Basso Capital Management, L.P.78,735
2.6% of portfolio›$11.9M
Kestra Advisory Services, LLC77,370
0.0% of portfolio›$11.7M
Farther Finance Advisors, LLC77,066
0.1% of portfolio›$11.7M
Cadent Capital Advisors, LLC74,809
2.4% of portfolio›$11.3M
BNC Wealth Management, LLC74,416
2.6% of portfolio›$11.3M
WealthCare Investment Partners, LLC73,849
2.7% of portfolio›$11.2M
Endowment Wealth Management, Inc.72,569
3.8% of portfolio›$11.0M
Dahring | Cusmano LLC71,135
5.0% of portfolio›$10.8M
Independent Financial Group, LLC69,736
0.2% of portfolio›$10.6M
Citigroup Inc68,569
0.0% of portfolio›$10.4M
Hutchens & Kramer Investment Management Group, LLC65,295
3.0% of portfolio›$9.9M
Integrity Investment Advisors, LLC64,883
3.9% of portfolio›$9.8M
VestGen Advisors, LLC62,531
0.3% of portfolio›$9.5M
Trademark Financial Management, LLC61,506
3.8% of portfolio›$9.3M
BNB Wealth Management, LLC60,990
5.1% of portfolio›$9.2M
Tabr Capital Management, LLC60,823
6.8% of portfolio›$9.2M
Creative Planning58,715
0.0% of portfolio›$8.9M
Wealthcare Advisory Partners LLC58,396
0.2% of portfolio›$8.9M
IFC & Insurance Marketing, Inc.57,742
7.5% of portfolio›$8.8M
WJ Wealth Management, LLC57,737
3.6% of portfolio›$8.8M
Csenge Advisory Group57,534
0.3% of portfolio›$8.7M
Tactive Advisors, LLC57,145
2.1% of portfolio›$8.7M
J.W. Cole Advisors, Inc.55,750
0.1% of portfolio›$8.5M
Prospera Financial Services Inc55,415
0.1% of portfolio›$7.6M
Professional Financial Advisors, LLC53,779
1.4% of portfolio›$8.2M
TSG Advice Partners, LLC53,588
1.1% of portfolio›$8.7M
Sigma Planning Corp52,554
0.2% of portfolio›$8.0M
Legacy Financial Strategies, LLC52,480
1.3% of portfolio›$8.0M
RFG Advisory, LLC51,875
0.1% of portfolio›$7.9M
Creative Financial Designs Inc51,824
0.4% of portfolio›$7.9M
Wedmont Private Capital48,777
0.2% of portfolio›$7.4M
Darrow Company, Inc.48,081
2.9% of portfolio›$7.3M
First Heartland Consultants, Inc.46,578
0.5% of portfolio›$7.1M
Cornerstone Wealth Management, LLC46,065
0.3% of portfolio›$7.0M
WMG Financial Advisors, LLC45,920
2.8% of portfolio›$7.4M
TD Waterhouse Canada Inc.45,296
0.0% of portfolio›$6.9M
Tempus Wealth Planning, LLC44,814
1.3% of portfolio›$6.8M
Capital Investment Counsel, LLC43,805
0.8% of portfolio›$6.6M
CoreCap Advisors, LLC43,236
0.2% of portfolio›$6.6M
Robertson Stephens Wealth Management, LLC42,711
0.2% of portfolio›$6.5M
Schorn Wealth LLC42,518
1.7% of portfolio›$6.4M
Evolution Wealth Management Inc.42,501
3.7% of portfolio›$6.4M
Harel Insurance Investments & Financial Services Ltd.42,492
0.1% of portfolio›$6.4M
MRA Advisory Group40,320
2.3% of portfolio›$6.1M
SteelPeak Wealth, LLC39,397
0.1% of portfolio›$6.0M
Stone Wealth Partners39,191
2.1% of portfolio›$5.9M
Kingswood Wealth Advisors, LLC38,326
0.2% of portfolio›$5.8M
US Bancorp \de\36,884
0.0% of portfolio›$5.6M
Vicus Capital36,381
0.3% of portfolio›$5.5M
Mascagni Wealth Management, Inc.36,233
3.3% of portfolio›$5.5M
Berbice Capital Management LLC35,000
2.6% of portfolio›$5.3M
Crew Capital Management, Ltd33,313
2.7% of portfolio›$5.0M
PFG Advisors31,787
0.2% of portfolio›$4.8M
Schwallier Wealth Management LLC31,277
3.0% of portfolio›$4.7M
HFG Wealth Management, LLC31,052
5.1% of portfolio›$5.0M
Delta Wealth Advisors LLC30,755
3.2% of portfolio›$4.7M
Redhawk Wealth Advisors, Inc.30,718
0.5% of portfolio›$4.7M
Nations Financial Group Inc,30,298
0.2% of portfolio›$4.6M
Citizens Financial Group Inc30,102
0.1% of portfolio›$4.6M
Apollon Wealth Management, LLC29,917
0.1% of portfolio›$4.5M
Newport Capital Group, LLC29,565
3.0% of portfolio›$4.4M
MY Wealth Management Inc.29,123
3.2% of portfolio›$4.4M
Laurel Wealth Planning LLC28,535
1.9% of portfolio›$4.3M
Compass Financial Management LLC28,391
0.5% of portfolio›$4.3M
Spire Wealth Management28,061
0.1% of portfolio›$4.3M
Ashton Thomas Private Wealth, LLC27,666
0.1% of portfolio›$4.2M
Lifelong Wealth Advisors, Inc.26,994
0.9% of portfolio›$4.1M
Peak Financial Advisors LLC26,722
1.7% of portfolio›$4.1M
JBR Co Financial Management Inc26,711
1.6% of portfolio›$4.1M
Fortune Financial Group, Inc.26,337
3.6% of portfolio›$4.0M
SYM Financial Corp25,627
0.3% of portfolio›$3.9M
EverSource Wealth Advisors, LLC25,512
0.1% of portfolio›$3.9M
GPM Growth Investors, Inc.25,284
1.6% of portfolio›$3.8M
Weaver Consulting Group25,115
0.7% of portfolio›$3.8M
Atlatl Advisers LLC24,725
0.9% of portfolio›$3.7M
Prota Financial, LLC24,646
2.4% of portfolio›$3.8M
Carolina Wealth Management Inc23,978
1.6% of portfolio›$3.6M
Beacon Capital Management, Inc.23,881
0.2% of portfolio›$3.6M
Southland Equity Partners LLC23,460
0.6% of portfolio›$3.6M
Wetzel Investment Advisors, Inc.23,269
1.2% of portfolio›$3.5M
Future Financial Wealth Managment LLC23,086
2.1% of portfolio›$3.5M
McNaughton Wealth Management, LLC22,987
1.2% of portfolio›$3.5M
Centennial Advisors, LLC22,841
4.1% of portfolio›$3.5M
Washington Growth Strategies LLC22,769
1.9% of portfolio›$3.5M
Sharkey, Howes & Javer22,556
0.4% of portfolio›$3.4M
Trinity Wealth Management, LLC20,880
1.0% of portfolio›$3.2M
Hengehold Capital Management LLC19,798
0.2% of portfolio›$3.0M
Roof Eidam Maycock Peralta, LLC19,327
0.6% of portfolio›$2.9M
First International Bank of Israel Ltd.19,000
1.2% of portfolio›$2.9M
Redwood Financial Network Corp18,521
1.5% of portfolio›$2.8M
Uptick Partners, LLC17,720
0.4% of portfolio›$2.7M
Brown Miller Wealth Management, LLC17,681
0.7% of portfolio›$2.7M
FFG Retirement Advisors LLC17,644
1.4% of portfolio›$2.7M
ATX Financial Planning, LLC17,456
1.7% of portfolio›$2.6M
StoneX Group Inc.17,174
0.1% of portfolio›$2.6M
Denver PWM, LLC16,839
0.8% of portfolio›$2.6M
Entrust Financial LLC16,515
1.2% of portfolio›$2.5M
Brookstone Capital Management16,328
0.0% of portfolio›$2.5M
Maia Wealth LLC16,262
0.3% of portfolio›$2.5M
Kachkovsky & Fisher, Inc.16,261
2.3% of portfolio›$2.5M
Prime Capital Investment Advisors, LLC16,214
0.0% of portfolio›$2.5M
MGO One Seven LLC15,943
0.0% of portfolio›$2.4M
Visionary Wealth Advisors15,710
0.1% of portfolio›$2.4M
LexAurum Advisors, LLC15,535
0.3% of portfolio›$2.4M
Investment Insight Wealth Management, LLC15,108
1.9% of portfolio›$2.3M
Roger Wittlin Investment Advisory, LLC14,985
1.8% of portfolio›$2.3M
Kestra Private Wealth Services, LLC14,896
0.0% of portfolio›$2.3M
Childress Capital Advisors, LLC14,086
0.3% of portfolio›$2.1M
WT Wealth Management13,659
0.6% of portfolio›$2.1M
City Holding Co13,550
0.2% of portfolio›$2.1M
AdvisorNet Financial, Inc13,544
0.1% of portfolio›$2.0M
Barden Capital Management, Inc.13,381
1.8% of portfolio›$2.0M
National Wealth Management Group, LLC13,138
0.6% of portfolio›$2.0M
Sagespring Wealth Partners, LLC12,952
0.0% of portfolio›$2.0M
Narwhal Capital Management12,826
0.1% of portfolio›$1.9M
International Assets Investment Management, LLC12,727
0.1% of portfolio›$1.9M
Smith Shellnut Wilson LLC12,692
0.7% of portfolio›$1.9M
Integrated Advisors Network LLC12,524
0.1% of portfolio›$1.9M
Lloyd Advisory Services, Llc.12,377
0.7% of portfolio›$1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd12,356
0.0% of portfolio›$1.9M
Onyx Bridge Wealth Group LLC12,343
0.2% of portfolio›$1.9M
Iams Wealth Management, LLC12,194
0.5% of portfolio›$1.8M
Fifth Third Securities, Inc.12,152
0.1% of portfolio›$1.8M
CFS Investment Advisory Services, LLC11,790
0.1% of portfolio›$1.8M
Detalus Advisors, LLC11,676
0.3% of portfolio›$1.8M
Integrity Advisory Solutions, LLC11,474
0.2% of portfolio›$1.7M
Boyce & Associates Wealth Consulting, Inc.11,462
1.1% of portfolio›$1.7M
USAdvisors Wealth Management, LLC10,724
0.0% of portfolio›$1.6K
IFP Advisors, Inc10,684
0.0% of portfolio›$1.6M
AMG Asset Management Group, Inc.10,605
1.0% of portfolio›$1.6M
Lifetime Wealth Management P.C.10,579
1.0% of portfolio›$1.6M
Diversify Advisory Services, LLC10,487
0.0% of portfolio›$1.5M
Diversify Wealth Management, LLC10,487
0.0% of portfolio›$1.5M
Triad Wealth Partners, LLC10,376
0.1% of portfolio›$1.6M
Keystone Wealth Services, LLC10,312
0.3% of portfolio›$1.6M
Santori & Peters, Inc.10,303
0.4% of portfolio›$1.6M
Cap Partners, LLC10,041
0.7% of portfolio›$1.5M
Patriot Financial Group Insurance Agency, LLC9,923
0.1% of portfolio›$1.5M
Mid-American Wealth Advisory Group, Inc.9,886
0.5% of portfolio›$1.5M
Fiduciary Alliance LLC9,706
0.1% of portfolio›$1.5M
Vigilare Wealth Management9,673
0.4% of portfolio›$1.5M
TSA Wealth Managment LLC9,547
0.4% of portfolio›$1.4M
RHS Financial, LLC9,222
0.5% of portfolio›$1.4M
Verde Capital Management9,191
0.2% of portfolio›$1.4M
Adirondack Trust Co9,080
0.4% of portfolio›$1.4M
WBH Advisory Inc8,856
0.1% of portfolio›$1.3M
Optivise Advisory Services LLC8,768
0.7% of portfolio›$1.3M
Balboa Wealth Partners8,733
0.2% of portfolio›$1.3M
Legacy Advisory Services, LLC8,649
0.9% of portfolio›$1.3M
Golden State Wealth Management, LLC8,451
0.1% of portfolio›$1.3M
Omni 360 Wealth, Inc.8,268
0.6% of portfolio›$1.3M
Cyr Financial Inc.8,186
0.6% of portfolio›$1.2M
Elevation Capital Advisory, LLC8,117
0.5% of portfolio›$1.2M
Focused Alpha, LLC8,057
0.3% of portfolio›$1.2M
Winnacle Wealth LLC8,040
0.8% of portfolio›$1.2M
Beacon Financial Advisory LLC8,011
0.2% of portfolio›$1.2M
QP Wealth Management, LLC7,973
1.8% of portfolio›$1.2M
Burke & Herbert Bank & Trust Co7,851
0.3% of portfolio›$1.2M
United Advisor Group, LLC7,799
0.1% of portfolio›$1.2M
Meridian Financial Advisors, LLC7,666
0.5% of portfolio›$1.2M
TCP Asset Management, LLC7,580
0.1% of portfolio›$1.2M
Imc-Chicago, LLC7,558
0.0% of portfolio›$1.1M
Atria Investments, Inc7,369
0.0% of portfolio›$1.1M
Flagship Wealth Advisors, LLC7,325
0.2% of portfolio›$1.1M
Bay Capital Advisors, LLC7,224
0.6% of portfolio›$1.1M
Core Wealth Partners LLC7,178
0.4% of portfolio›$1.1M
Investment Management Corp7,033
0.8% of portfolio›$1.1M
Roman Butler Fullerton & Co6,988
0.2% of portfolio›$992.3K
Turtle Creek Wealth Advisors, LLC6,845
0.1% of portfolio›$1.0M
Belvedere Trading LLC6,802
0.0% of portfolio›$1.0M
Moneco Advisors, LLC6,765
0.1% of portfolio›$1.0M
Valeo Financial Advisors, LLC6,620
0.0% of portfolio›$1.0M
Arsenal Capital Advisors LLC6,599
0.5% of portfolio›$1.0M
Assetmark, Inc6,536
0.0% of portfolio›$990.7K
IFS Advisors, LLC6,423
0.3% of portfolio›$973.7K
Asempa Wealth Advisors6,216
0.7% of portfolio›$949.5K
Bank of New York Mellon Corp6,210
0.0% of portfolio›$941.3K
RAM Investment Partners, LLC6,147
0.1% of portfolio›$931.8K
Balefire, LLC6,133
0.1% of portfolio›$929.7K
Cypress Wealth Services, LLC6,005
0.1% of portfolio›$918.7K
Simplicity Wealth,LLC5,918
0.0% of portfolio›$897.1K
Fulcrum Equity Management5,908
0.7% of portfolio›$895.5K
Sheets Smith Wealth Management5,770
0.1% of portfolio›$874.6K
Optima Capital LLC5,705
0.3% of portfolio›$864.8K
Eagle Wealth Advisors LLC5,644
0.6% of portfolio›$855.5K
Capital Investment Advisory Services, LLC5,544
0.1% of portfolio›$840.4K
ERn Financial, LLC5,463
0.1% of portfolio›$828.1K
Verus Capital Partners, LLC5,441
0.0% of portfolio›$824.7K
Spectrum Planning & Advisory Services Inc.5,378
0.3% of portfolio›$815.3K
Elevate Capital Advisors, LLC5,373
0.5% of portfolio›$814.4K
KWB Wealth5,362
0.1% of portfolio›$812.8K
Focus Financial Network, Inc.5,252
0.0% of portfolio›$796.2K
Patten Group, Inc.5,218
0.1% of portfolio›$791.0K
Financial Architects, LLC5,215
0.4% of portfolio›$790.5K
NBZ Investment Advisors LLC5,070
0.3% of portfolio›$768.6K
Fjell Capital, LLC4,995
0.4% of portfolio›$757.1K
M Holdings Securities, Inc.4,971
0.0% of portfolio›$717
Soltis Investment Advisors LLC4,953
0.0% of portfolio›$750.8K
Innovative Wealth Building LLC4,877
0.4% of portfolio›$739.3K
Ignite Planners, LLC4,865
0.1% of portfolio›$737.5K
CPC Advisors, LLC4,847
0.1% of portfolio›$734.7K
Synergy Asset Management, LLC4,842
0.1% of portfolio›$734.0K
Cosner Financial Group, LLC4,814
0.4% of portfolio›$729.8K
Fifth Third Bancorp4,777
0.0% of portfolio›$724.1K
Capital Wealth Alliance, LLC4,624
0.3% of portfolio›$700.9K
Well Done, LLC4,508
0.1% of portfolio›$683.3K
Wespac Advisors, LLC4,489
0.3% of portfolio›$680.4K
Retirement Planning Group, LLC4,470
0.0% of portfolio›$677.6K
Vise Technologies, Inc.4,446
0.0% of portfolio›$673.9K
Latitude Advisors, LLC4,404
0.2% of portfolio›$667.6K
Compass Ion Advisors, LLC4,364
0.1% of portfolio›$661.4K
Alchemi Wealth, LLC4,268
0.3% of portfolio›$647.1K
Titleist Asset Management, LLC4,129
0.0% of portfolio›$625.9K
Cassilly Financial Group LLC4,115
0.4% of portfolio›$623.7K
Howard Capital Management, LLC4,091
0.0% of portfolio›$620.1K
Facet Wealth, Inc.3,954
0.0% of portfolio›$599.3K
Pinnacle Wealth Management Advisory Group, LLC3,935
0.0% of portfolio›$596.5K
Pinnacle Associates LTD3,935
0.0% of portfolio›$596.5K
Mather Group, Llc.3,933
0.0% of portfolio›$596.1K
Paragon Capital Management Ltd3,933
0.1% of portfolio›$596.2K
SAX Wealth Advisors, LLC3,915
0.0% of portfolio›$593.4K
Foundry Financial LLC3,717
0.2% of portfolio›$563.4K
Obsidian CIO, LLC3,713
0.4% of portfolio›$562.8K
Smart Wealth LLC3,594
0.1% of portfolio›$544.8K
Sovran Advisors, LLC3,535
0.0% of portfolio›$503.3K
Symphony Financial, Ltd. Co.3,493
0.0% of portfolio›$530.7K
Sowell Financial Services LLC3,362
0.0% of portfolio›$509.6K
Aurora Private Wealth, Inc.3,326
0.0% of portfolio›$509
Centurion Wealth Management LLC3,319
0.1% of portfolio›$503.1K
Insight Advisors, LLC/ PA3,291
0.1% of portfolio›$498.9K
Goldstein Advisors, LLC3,272
0.0% of portfolio›$496.0K
Valen Private Capital, LLC3,220
0.2% of portfolio›$488.1K
Almanack Investment Partners, Llc.3,154
0.1% of portfolio›$478.1K
Quantum Financial Partners LLC3,150
0.2% of portfolio›$477.5K
BAM Wealth Management, LLC3,136
0.3% of portfolio›$475.4K
WealthBridge Capital Management, LLC3,126
0.1% of portfolio›$473.9K
Compound Planning, Inc.3,111
0.0% of portfolio›$471.6K
Tradewinds Capital Management, LLC3,092
0.1% of portfolio›$468.7K
Moran Wealth Management, LLC3,081
0.0% of portfolio›$467.0K
Rhodes Investment Advisors Inc3,065
0.3% of portfolio›$464.6K
Level Wealth Management LLC3,062
0.2% of portfolio›$464.2K
Strategic Blueprint, LLC3,059
0.0% of portfolio›$463.6K
Signal Advisors Wealth, LLC3,019
0.0% of portfolio›$457.6K
Fortitude Advisory Group L.L.C.3,015
0.2% of portfolio›$457.0K
Cookson Peirce & Co Inc3,005
0.0% of portfolio›$455.5K
Hourglass Capital, LLC3,000
0.1% of portfolio›$454.7K
Richmond Investment Services, LLC2,978
0.1% of portfolio›$451.3K
Tucker Asset Management LLC2,969
0.1% of portfolio›$450.0K
WealthPoint Financial, LLC2,943
0.3% of portfolio›$446.1K
Intelligence Driven Advisers, LLC2,877
0.1% of portfolio›$436.1K
TCV Trust & Wealth Management, Inc.2,835
0.0% of portfolio›$429.7K
Meadowbrook Wealth Management, LLC2,827
0.4% of portfolio›$428.6K
Sound Income Strategies, LLC2,822
0.0% of portfolio›$425.7K
WealthPlan Investment Management, LLC2,743
0.0% of portfolio›$415.8K
Providence First Trust Co2,700
0.1% of portfolio›$409.3K
GK Wealth Management LLC2,681
0.2% of portfolio›$406.4K
PKS Advisory Services, LLC2,677
0.1% of portfolio›$432.5K
D.A. Davidson & Co.2,666
0.0% of portfolio›$404.1K
Ascent Group, LLC2,620
0.0% of portfolio›$397.1K
Certified Advisory Corp2,548
0.0% of portfolio›$386.2K
Total Clarity Wealth Management, Inc.2,523
0.1% of portfolio›$382.4K
Partners Wealth Management, LLC2,481
0.0% of portfolio›$376.1K
Lebenthal Global Advisors, LLC2,460
0.0% of portfolio›$372.9K
Parallel Advisors, LLC2,429
0.0% of portfolio›$368.3K
Primoris Wealth Advisors, LLC2,415
0.2% of portfolio›$366.1K
Schuylkill Financial LLC2,388
0.4% of portfolio›$362.0K
Castleview Partners, LLC2,360
0.2% of portfolio›$357.8K
Bell Investment Advisors, Inc2,354
0.1% of portfolio›$356.8K
Cullen T Bankers, Inc.2,337
0.0% of portfolio›$354.3K
Private Trust Co NA2,307
0.0% of portfolio›$349.7K
Axos Invest Inc.2,233
0.3% of portfolio›$338.5K
Entrewealth, LLC2,211
0.1% of portfolio›$335.1K
Ascentis Independent Advisors2,200
0.0% of portfolio›$333.5K
Midwest Financial Network, LLC2,191
0.2% of portfolio›$332.1K
WBI Investments, LLC2,158
0.1% of portfolio›$327.2K
Integrated Capital Management, LLC2,154
0.1% of portfolio›$326.5K
Segment Wealth Management, LLC2,130
0.0% of portfolio›$322.9K
Revisor Wealth Management LLC2,077
0.1% of portfolio›$302.4K
Lido Advisors, LLC2,037
0.0% of portfolio›$308.9K
HUB Investment Partners, LLC2,028
0.0% of portfolio›$307.4K
Asset One Wealth Management LLC2,027
0.0% of portfolio›$307.3K
D'Orazio & Associates, Inc.2,024
0.0% of portfolio›$306.8K
Cooper Financial Group1,987
0.0% of portfolio›$301.2K
Hobbs Wealth Management, LLC1,980
0.2% of portfolio›$300.2K
Sarver Vrooman Wealth Advisors1,974
0.2% of portfolio›$299.2K
Lantern Wealth Advisors, LLC1,962
0.1% of portfolio›$297.4K
Indivisible Partners1,951
0.0% of portfolio›$295.7K
Stirlingshire Investments, Inc.1,941
0.2% of portfolio›$294.3K
Firethorn Wealth Partners, LLC1,906
0.1% of portfolio›$288.9K
Larson Financial Group LLC1,890
0.0% of portfolio›$286.5K
McKinley Carter Wealth Services, Inc.1,867
0.0% of portfolio›$283.0K
Sutton Place Investors LLC1,864
0.1% of portfolio›$282.5K
Virtue Capital Management, LLC1,830
0.0% of portfolio›$277.4K
Welch Group, LLC1,819
0.0% of portfolio›$275.7K
MSH Capital Advisors LLC1,785
0.0% of portfolio›$270.6K
Veltria Advisors Corp.1,721
0.3% of portfolio›$260.9K
Brighton Jones LLC1,709
0.0% of portfolio›$259.0K
Eagle Strategies LLC1,703
0.0% of portfolio›$258.1K
AlphaStar Capital Management, LLC1,680
0.0% of portfolio›$254.6K
Nfsg Corp1,671
0.0% of portfolio›$253.3K
Elevated Capital Advisors, LLC1,655
0.1% of portfolio›$250.9K
Cape Investment Advisory, Inc.1,644
0.1% of portfolio›$249.2K
SeaCrest Wealth Management, LLC1,644
0.0% of portfolio›$249.2K
Stewardship Advisors, LLC1,639
0.1% of portfolio›$248.4K
Howard Financial Services, Ltd.1,576
0.0% of portfolio›$238.9K
Bryn Mawr Trust Advisors, LLC1,565
0.0% of portfolio›$237.2K
NWF Advisory Services Inc.1,532
0.0% of portfolio›$232.2K
J. Safra Sarasin Holding AG1,525
0.0% of portfolio›$231.2K
Advisor OS, LLC1,496
0.0% of portfolio›$226.8K
HRC Wealth Management, LLC1,491
0.1% of portfolio›$226.0K
Modera Wealth Management, LLC1,468
0.0% of portfolio›$222.5K
XY Planning Network, Inc.1,429
0.0% of portfolio›$216.6K
B. Riley Wealth Advisors, Inc.1,414
0.0% of portfolio›$214.3K
Signature Estate & Investment Advisors LLC1,410
0.0% of portfolio›$213.7K
MLG Wealth Management DBA Pine Grove Financial Group1,375
0.0% of portfolio›$208.4K
Sage Mountain Advisors LLC1,363
0.0% of portfolio›$206.6K
City Center Advisors, LLC1,357
0.2% of portfolio›$205.7K
Fiscal Wisdom Wealth Management, LLC1,354
0.2% of portfolio›$205.2K
Physician Wealth Advisors, Inc.1,257
0.0% of portfolio›$190.6K
Lodestone Wealth Management LLC1,126
0.1% of portfolio›$170.7K
Trust Co of Vermont937
0.0% of portfolio›$142.0K
Heritage Family Offices, LLP930
0.0% of portfolio›$141.0K
Root Financial Partners, LLC913
0.0% of portfolio›$138.4K
Glass Jacobson Investment Advisors llc824
0.0% of portfolio›$124.9K
Godsey & Gibb, Inc783
0.0% of portfolio›$118.7K
Gamma Investing LLC703
0.0% of portfolio›$106.6K
Team Financial Group, LLC695
0.0% of portfolio›$105.3K
Thurston, Springer, Miller, Herd & Titak, Inc.681
0.2% of portfolio›$103.2K
Abound Wealth Management678
0.0% of portfolio›$102.7K
Comprehensive Financial Planning, Inc.521
0.0% of portfolio›$79.0K
Salomon & Ludwin, LLC481
0.0% of portfolio›$72.9K
AlphaCore Capital LLC450
0.0% of portfolio›$68.2K
William Mack & Associates, Inc.436
0.0% of portfolio›$66.1K
Rossby Financial, LCC432
0.0% of portfolio›$65.5K
GHP Investment Advisors, Inc.414
0.0% of portfolio›$62.8K
Networth Advisors, LLC406
0.0% of portfolio›$61.5K
Kingdom Financial Group Llc.383
0.0% of portfolio›$58.1K
Triumph Capital Management336
0.0% of portfolio›$50.9K
City State Bank300
0.0% of portfolio›$45.5K
UMB Private Wealth Management, LLC288
0.0% of portfolio›$43.7K
Caldwell Trust Co276
0.0% of portfolio›$41.8K
Lanark Financial, Inc.272
0.0% of portfolio›$41.3K
Monetary Solutions, Ltd270
0.0% of portfolio›$40.9K
Montgomery Financial Services LLC263
0.0% of portfolio›$39.9K
Quest 10 Wealth Builders, Inc.251
0.0% of portfolio›$38.0K
Toth Financial Advisory Corp227
0.0% of portfolio›$34.4K
Rosenberg Matthew Hamilton215
0.0% of portfolio›$32.6K
Ascentis Wealth Management, LLC205
0.0% of portfolio›$31.2K
Wealth Analytics Partners, LLC200
0.0% of portfolio›$30.3K
Princeton Global Asset Management LLC152
0.0% of portfolio›$23.0K
Central Trust Co146
0.0% of portfolio›$22.1K
Blue Bell Private Wealth Management, LLC135
0.0% of portfolio›$20.5K
Catherine Avery Investment Management LLC126
0.0% of portfolio›$19.1K
Archer Investment Corp124
0.0% of portfolio›$18.8K
Armstrong Advisory Group, Inc100
0.0% of portfolio›$15.2K
Valley National Advisers Inc85
0.0% of portfolio›$12.9K
Downshift Financial, LLC68
0.0% of portfolio›$10.3K
Allspring Global Investments Holdings, LLC67
0.0% of portfolio›$10.3K
Asset Dedication, LLC52
0.0% of portfolio›$7.8K
Friedenthal Financial42
0.0% of portfolio›$6.4K
CX Institutional35
0.0% of portfolio›$5
Signature Equity Partners, LLC33
0.0% of portfolio›$5.0K
Provenance Wealth Advisors, LLC30
0.0% of portfolio›$4.5K
RHL Group, LLC29
0.0% of portfolio›$4.5K
Gen-Wealth Partners Inc15
0.0% of portfolio›$2.3K
Laurel Wealth Advisors LLC12
0.0% of portfolio›$1.8K
Silver Grove Financial Group, Inc.12
0.0% of portfolio›$1.8K
SJS Investment Consulting Inc.11
0.0% of portfolio›$1.7K
Costello Asset Management, Inc10
0.0% of portfolio›$1.5K
Proathlete Wealth Management LLC8
0.0% of portfolio›$1.2K
NBT Bank, N.A.8
0.0% of portfolio›$1.2K
Register Financial Advisors LLC8
0.0% of portfolio›$1.2K
Blue Trust, Inc.7
0.0% of portfolio›$1.1K
Pinnacle Wealth Planning Services, Inc.6
0.0% of portfolio›$909
Barrett & Company, Inc.4
0.0% of portfolio›$611
Fortitude Family Office, LLC4
0.0% of portfolio›$606
DecisionPoint Financial, LLC1
0.0% of portfolio›$153
Hughes Financial Services, LLC1
0.0% of portfolio›$142
Signaturefd, LLC0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
2,332,531$353.6M2.7%ETFVery LowWashington, DC2026-10-26
Cambridge Investment Research Advisors, Inc.
1,386,028$210.1M1.2%ETFLowFairfield, IA2026-11-02
Mirae Asset Global Investments Co., Ltd.
787,429$119.4M0.2%GrowthLowSeoul, Malaysia2026-11-03
Wealth Enhancement Advisory Services, LLC
677,293$102.2M0.2%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
505,729$76.7M0.1%ETFLowWaltham, MA2026-11-02
Alpine Bank Wealth Management
498,031$75.5M9.8%ETFHighGrand Junction, CO2026-10-16
TD Private Client Wealth LLC
382,186$57.9M1.0%ETFLowNew York, NY2026-10-28
Thrivent Financial for Lutherans
364,465$55.3M0.2%GARPMediumMinneapolis, MN2026-11-05
Triton Wealth Management, Pllc
358,507$47.8M14.2%ETFMediumSun City, AZ2026-11-04
Trilogy Capital Inc.
327,977$49.7M1.9%ETFMediumIrvine, CA2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
308,747$46.8M8.8%ETFHighFort Myers, FL2026-10-13
RVW Wealth, LLC
272,587$41.3M2.7%ETFVery LowLos Angeles, CA2026-10-06
Family Investment Center, Inc.
271,075$41.1M6.8%ETFMediumSaint Joseph, MO2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
250,052$37.9M6.2%ETFMediumMansfield, OH2026-10-09
Insight Wealth Strategies, LLC
247,018$37.4M3.7%ETFHighSan Ramon, CA2026-10-09
Tompkins Financial Corp
244,030$37.0M2.6%CoreLowIthaca, NY2026-10-05
Davidson Capital Management Inc.
224,963$34.1M5.6%GrowthMediumCorpus Christi, TX2026-10-15
Oppenheimer & Co Inc
224,266$34.0M0.4%CoreLowNew York, NY2026-10-26
Meridian Wealth Management, LLC
220,572$33.4M1.0%GrowthLowLexington, KY2026-11-05
Bull Oak Capital, LLC
197,101$29.9M9.8%ETFVery LowRancho Santa Fe, CA2026-10-23
Meitav Investment House LTD
192,322$29.2M0.2%ETFMediumBene-Beraq, Luxembourg2026-10-28
Seros Financial, LLC
179,169$27.2M13.8%ETFMediumGilbert, AZ2026-10-21
HBW Advisory Services LLC
173,175$26.2M2.6%ETFMediumSimi Valley, CA2026-10-15
Manchester Financial Inc
164,893$25.0M4.4%ETFMediumWestlake Village, CA2026-10-15
Concurrent Investment Advisors, LLC
148,447$22.5M0.2%GrowthMediumTampa, FL2026-10-16
Altus Wealth Group LLC
143,430$21.7M8.2%ETFLowColorado Springs, CO2026-10-20
Avidian Wealth Enterprises, LLC
142,623$21.6M0.6%ETFLowHouston, TX2026-10-08
Capstone Wealth Management Group, LLC
141,047$17.1M7.2%ETFMediumDunmore, PA2026-11-05
Venture Visionary Partners LLC
136,183$20.6M0.5%CoreLowSylvania, OH2026-10-07
Park Avenue Securities LLC
134,422$20.4M0.3%ETFMediumNew York, NY2026-10-26
Dynamic Advisor Solutions LLC
130,169$19.7M0.6%ETFLowPhoenix, AZ2026-10-13
Financial Enhancement Group LLC
128,321$19.6M2.3%ETFMediumAnderson, IN2026-10-08
Integrity Alliance, Llc.
128,255$19.4M0.6%ETFMediumUrbandale, IA2026-10-29
Truist Financial Corp
127,074$19.3M0.0%CoreLowCharlotte, NC2026-10-30
Pioneer Family Office, LLC
119,320$18.1M9.1%ETFMediumNorth Miami Beach, FL2026-10-30
Green Ridge Wealth Planning LLC
118,636$18.0M7.2%ETFMediumMontville, NJ2026-10-08
Sierra Ocean, LLC
117,988$17.9M11.0%ETFLowRipon, CA2026-11-03
Colonial River Investments, LLC
114,569$17.4M4.5%GrowthMediumMidlothian, VA2026-10-19
Able Wealth Management LLC
113,379$11.3M2.5%ETFMediumToms River, NJ2026-10-13
StoneCrest Wealth Management, Inc.
101,157$15.3M4.9%ETFMediumChandler, AZ2026-11-03
Perigon Wealth Management, LLC
99,909$15.1M0.2%GrowthLowSan Francisco, CA2026-10-22
Clear Creek Financial Management, LLC
99,186$15.0M1.1%ETFMediumSilverdale, WA2026-10-28
Chicago Partners Investment Group LLC
97,336$13.5M0.2%GARPLowChicago, IL2026-10-27
Financial Partners Group, Inc
91,524$13.9M1.4%ETFLowOverland Park, KS2026-10-19
Lifestyle Asset Management, Inc.
88,143$13.4M3.2%ETFHighFriendswood, TX2026-10-20
Axxcess Wealth Management, LLC
87,410$13.2M0.5%CoreLowCarlsbad, CA2026-10-21
Next Level Private LLC
87,191$13.2M2.5%CoreVery LowHarrison, NY2026-10-20
Centerpoint Advisory Group
83,978$12.7M7.9%ETFLowOverland Park, KS2026-10-23
Eagle Capital Management, LLC
82,591$12.5K0.0%GrowthVery LowMandeville, LA2026-10-19
Pachira Investments Inc.
79,206$12.0M3.8%ETFLowDana Point, CA2026-10-14
Basso Capital Management, L.P.
78,735$11.9M2.6%ETFMediumStamford, CT2026-10-30
Kestra Advisory Services, LLC
77,370$11.7M0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
77,066$11.7M0.1%IndexLowSan Francisco, CA2026-10-08
Cadent Capital Advisors, LLC
74,809$11.3M2.4%ETFHighTulsa, OK2026-10-09
BNC Wealth Management, LLC
74,416$11.3M2.6%GrowthHighBeaverton, OR2026-10-19
WealthCare Investment Partners, LLC
73,849$11.2M2.7%ETFLowPortsmouth, RI2026-11-05
Endowment Wealth Management, Inc.
72,569$11.0M3.8%ETFMediumAppleton, WI2026-11-03
Dahring | Cusmano LLC
71,135$10.8M5.0%ETFLowNovi, MI2026-11-03
Independent Financial Group, LLC
69,736$10.6M0.2%GrowthLowSan Diego, CA2026-10-13
Citigroup Inc
68,569$10.4M0.0%CoreMediumNew York, NY2026-11-04
Hutchens & Kramer Investment Management Group, LLC
65,295$9.9M3.0%ETFLowIndianapolis, IN2026-10-16
Integrity Investment Advisors, LLC
64,883$9.8M3.9%ETFMediumFort Collins, CO2026-11-03
VestGen Advisors, LLC
62,531$9.5M0.3%GrowthMediumChicago, IL2026-10-27
Trademark Financial Management, LLC
61,506$9.3M3.8%ETFMediumBloomington, MN2026-10-23
BNB Wealth Management, LLC
60,990$9.2M5.1%ETFMediumSilver Spring, MD2026-10-28
Tabr Capital Management, LLC
60,823$9.2M6.8%ETFHighOrange, CA2026-10-20
Creative Planning
58,715$8.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealthcare Advisory Partners LLC
58,396$8.9M0.2%ETFLowWest Chester, PA2026-10-21
IFC & Insurance Marketing, Inc.
57,742$8.8M7.5%ETFHighAuburn, CA2026-10-16
WJ Wealth Management, LLC
57,737$8.8M3.6%ETFMediumGlendale, AZ2026-11-03
Csenge Advisory Group
57,534$8.7M0.3%ETFMediumClearwater, FL2026-11-04
Tactive Advisors, LLC
57,145$8.7M2.1%ETFHighJacksonville, FL2026-10-08
J.W. Cole Advisors, Inc.
55,750$8.5M0.1%IndexLowTampa, FL2026-11-05
Prospera Financial Services Inc
55,415$7.6M0.1%CoreMediumDallas, TX2026-11-04
Professional Financial Advisors, LLC
53,779$8.2M1.4%ETFMediumNorth Platte, NE2026-10-13
TSG Advice Partners, LLC
53,588$8.7M1.1%ETFN/AColumbus, OH2026-10-29
Sigma Planning Corp
52,554$8.0M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Legacy Financial Strategies, LLC
52,480$8.0M1.3%ETFLowOverland Park, KS2026-10-15
RFG Advisory, LLC
51,875$7.9M0.1%ETFMediumBirmingham, AL2026-11-03
Creative Financial Designs Inc
51,824$7.9M0.4%ETFMediumKokomo, IN2026-11-04
Wedmont Private Capital
48,777$7.4M0.2%IndexVery LowWest Chester, PA2026-10-09
Darrow Company, Inc.
48,081$7.3M2.9%ETFVery LowNeedham, MA2026-10-22
First Heartland Consultants, Inc.
46,578$7.1M0.5%ETFMediumLake St. Louis, MO2026-10-08
Cornerstone Wealth Management, LLC
46,065$7.0M0.3%ETFVery LowSt. Peters, MO2026-11-04
WMG Financial Advisors, LLC
45,920$7.4M2.8%ETFLowKnoxville, TN2026-10-28
TD Waterhouse Canada Inc.
45,296$6.9M0.0%CoreLowToronto, Australia2026-10-16
Tempus Wealth Planning, LLC
44,814$6.8M1.3%ETFMediumIrvine, CA2026-10-14
Capital Investment Counsel, LLC
43,805$6.6M0.8%CoreLowDenver, CO2026-10-14
CoreCap Advisors, LLC
43,236$6.6M0.2%ETFMediumSouthfield, MI2026-10-08
Robertson Stephens Wealth Management, LLC
42,711$6.5M0.2%ETFMediumSan Francisco, CA2026-10-16
Schorn Wealth LLC
42,518$6.4M1.7%ETFLowEnglewood, FL2026-10-14
Evolution Wealth Management Inc.
42,501$6.4M3.7%ETFMediumFort Myers, FL2026-10-28
Harel Insurance Investments & Financial Services Ltd.
42,492$6.4M0.1%GrowthHighRamat Gan, Luxembourg2026-11-02
MRA Advisory Group
40,320$6.1M2.3%ETFMediumParsippany, NJ2026-10-07
SteelPeak Wealth, LLC
39,397$6.0M0.1%GrowthHighWoodland Hills, CA2026-10-16
Stone Wealth Partners
39,191$5.9M2.1%ETFLowJefferson, LA2026-11-05
Kingswood Wealth Advisors, LLC
38,326$5.8M0.2%GrowthLowSan Diego, CA2026-10-23
US Bancorp \de\
36,884$5.6M0.0%IndexLowMinneapolis, MN2026-11-05
Vicus Capital
36,381$5.5M0.3%ETFMediumState College, PA2026-11-05
Mascagni Wealth Management, Inc.
36,233$5.5M3.3%ETFLowClinton, MS2026-10-23
Berbice Capital Management LLC
35,000$5.3M2.6%MomentumLowMelville, NY2026-10-13
Crew Capital Management, Ltd
33,313$5.0M2.7%GrowthMediumCincinnati, OH2026-10-28
PFG Advisors
31,787$4.8M0.2%ETFMediumPhoenix, AZ2026-10-16
Schwallier Wealth Management LLC
31,277$4.7M3.0%ETFHighGrand Rapids, MI2026-11-05
HFG Wealth Management, LLC
31,052$5.0M5.1%ETFLowThe Woodlands, TX2026-10-16
Delta Wealth Advisors LLC
30,755$4.7M3.2%ETFMediumIndianapolis, IN2026-10-09
Redhawk Wealth Advisors, Inc.
30,718$4.7M0.5%ETFHighMinneapolis, MN2026-10-14
Nations Financial Group Inc,
30,298$4.6M0.2%CoreLowCedar Rapids, IA2026-11-05
Citizens Financial Group Inc
30,102$4.6M0.1%GrowthLowProvidence, RI2026-10-23
Apollon Wealth Management, LLC
29,917$4.5M0.1%GrowthLowMount Pleasant, SC2026-10-23
Newport Capital Group, LLC
29,565$4.4M3.0%ETFHighRed Bank, NJ2026-10-16
MY Wealth Management Inc.
29,123$4.4M3.2%ETFVery HighGermantown, MD2026-10-21
Laurel Wealth Planning LLC
28,535$4.3M1.9%ETFLowEdina, MN2026-11-02
Compass Financial Management LLC
28,391$4.3M0.5%CoreN/ATampa, FL2026-10-30
Spire Wealth Management
28,061$4.3M0.1%GrowthMediumMclean, VA2026-10-30
Ashton Thomas Private Wealth, LLC
27,666$4.2M0.1%CoreMediumScottsdale, AZ2026-11-03
Lifelong Wealth Advisors, Inc.
26,994$4.1M0.9%ETFLowArden Hills, MN2026-10-19
Peak Financial Advisors LLC
26,722$4.1M1.7%CoreHighDenver, CO2026-10-28
JBR Co Financial Management Inc
26,711$4.1M1.6%GrowthLowArdmore, OK2026-10-13
Fortune Financial Group, Inc.
26,337$4.0M3.6%ETFHighNaples, FL2026-10-22
SYM Financial Corp
25,627$3.9M0.3%ETFVery LowWinona Lake, IN2026-10-26
EverSource Wealth Advisors, LLC
25,512$3.9M0.1%CoreMediumBirmingham, AL2026-11-04
GPM Growth Investors, Inc.
25,284$3.8M1.6%GrowthLowBloomfield Hills, MI2026-10-30
Weaver Consulting Group
25,115$3.8M0.7%ETFLowHuntington Beach, CA2026-10-07
Atlatl Advisers LLC
24,725$3.7M0.9%Agg GrowthHighMadison, WI2026-10-22
Prota Financial, LLC
24,646$3.8M2.4%ETFMediumHouston, TX2026-10-08
Carolina Wealth Management Inc
23,978$3.6M1.6%ETFN/AGreenville, NC2026-10-29
Beacon Capital Management, Inc.
23,881$3.6M0.2%ETFMediumDayton, OH2026-10-13
Southland Equity Partners LLC
23,460$3.6M0.6%ETFLowWildwood, MO2026-10-14
Wetzel Investment Advisors, Inc.
23,269$3.5M1.2%ETFLowIndianapolis, IN2026-10-13
Future Financial Wealth Managment LLC
23,086$3.5M2.1%ETFMediumCincinnati, OH2026-10-15
McNaughton Wealth Management, LLC
22,987$3.5M1.2%ETFLowSan Diego, CA2026-10-09
Centennial Advisors, LLC
22,841$3.5M4.1%ETFHighAustin, TX2026-10-21
Washington Growth Strategies LLC
22,769$3.5M1.9%ETFVery LowWashington, DC2026-10-19
Sharkey, Howes & Javer
22,556$3.4M0.4%ETFMediumDenver, CO2026-10-22
Trinity Wealth Management, LLC
20,880$3.2M1.0%ETFMediumBerwyn, PA2026-10-13
Hengehold Capital Management LLC
19,798$3.0M0.2%ETFLowCincinnati, OH2026-10-16
Roof Eidam Maycock Peralta, LLC
19,327$2.9M0.6%ETFVery LowSan Francisco, CA2026-10-15
First International Bank of Israel Ltd.
19,000$2.9M1.2%ETFMediumTel Aviv, Luxembourg2026-11-04
Redwood Financial Network Corp
18,521$2.8M1.5%ETFLowSolon, OH2026-11-03
Uptick Partners, LLC
17,720$2.7M0.4%ETFLowNacogdoches, TX2026-11-04
Brown Miller Wealth Management, LLC
17,681$2.7M0.7%GrowthLowMclean, VA2026-11-02
FFG Retirement Advisors LLC
17,644$2.7M1.4%ETFMediumCentennial, CO2026-10-20
ATX Financial Planning, LLC
17,456$2.6M1.7%ETFHighAustin, TX2026-10-14
StoneX Group Inc.
17,174$2.6M0.1%ETFMediumNew York, NY2026-11-03
Denver PWM, LLC
16,839$2.6M0.8%ETFLowDenver, CO2026-10-22
Entrust Financial LLC
16,515$2.5M1.2%ETFLowWayne, PA2026-11-04
Brookstone Capital Management
16,328$2.5M0.0%ETFMediumWheaton, IL2026-10-22
Maia Wealth LLC
16,262$2.5M0.3%ETFMediumDenver, CO2026-10-19
Kachkovsky & Fisher, Inc.
16,261$2.5M2.3%ETFN/ASan Diego, CA2026-10-21
Prime Capital Investment Advisors, LLC
16,214$2.5M0.0%ETFLowOverland Park, KS2026-10-20
MGO One Seven LLC
15,943$2.4M0.0%GrowthLowBeachwood, OH2026-10-28
Visionary Wealth Advisors
15,710$2.4M0.1%ETFLowO'Fallon, IL2026-11-04
LexAurum Advisors, LLC
15,535$2.4M0.3%ETFLowOverland Park, KS2026-10-19
Investment Insight Wealth Management, LLC
15,108$2.3M1.9%Agg GrowthVery LowNorth Massapequa, NY2026-10-30
Roger Wittlin Investment Advisory, LLC
14,985$2.3M1.8%ETFLowSan Francisco, CA2026-10-19
Kestra Private Wealth Services, LLC
14,896$2.3M0.0%GrowthLowAustin, TX2026-10-30
Childress Capital Advisors, LLC
14,086$2.1M0.3%GARPMediumHouston, TX2026-10-28
WT Wealth Management
13,659$2.1M0.6%ETFMediumScottsdale, AZ2026-10-13
City Holding Co
13,550$2.1M0.2%CoreLowCharleston, WV2026-10-19
AdvisorNet Financial, Inc
13,544$2.0M0.1%ETFLowMinnetonka, MN2026-10-15
Barden Capital Management, Inc.
13,381$2.0M1.8%GrowthLowAustin, TX2026-10-09
National Wealth Management Group, LLC
13,138$2.0M0.6%ETFMediumCincinnati, OH2026-10-26
Sagespring Wealth Partners, LLC
12,952$2.0M0.0%ETFLowFranklin, TN2026-10-22
Narwhal Capital Management
12,826$1.9M0.1%CoreLowMarietta, GA2026-11-04
International Assets Investment Management, LLC
12,727$1.9M0.1%CoreVery HighOrlando, FL2026-11-02
Smith Shellnut Wilson LLC
12,692$1.9M0.7%CoreVery LowRidgeland, MS2026-10-21
Integrated Advisors Network LLC
12,524$1.9M0.1%GrowthMediumDallas, TX2026-10-20
Lloyd Advisory Services, Llc.
12,377$1.9M0.7%ETFVery HighSuwanee, GA2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
12,356$1.9M0.0%IndexVery LowTokyo, Mexico2026-10-20
Onyx Bridge Wealth Group LLC
12,343$1.9M0.2%ETFMediumTarrytown, NY2026-10-16
Iams Wealth Management, LLC
12,194$1.8M0.5%CoreMediumOmaha, NE2026-10-15
Fifth Third Securities, Inc.
12,152$1.8M0.1%ETFLowCincinnati, OH2026-10-21
CFS Investment Advisory Services, LLC
11,790$1.8M0.1%ETFMediumTotowa, NJ2026-10-19
Detalus Advisors, LLC
11,676$1.8M0.3%ETFLowSt. Louis, MO2026-10-15
Integrity Advisory Solutions, LLC
11,474$1.7M0.2%ETFMediumDallas, TX2026-10-29
Boyce & Associates Wealth Consulting, Inc.
11,462$1.7M1.1%ETFMediumCedar Park, TX2026-10-14
USAdvisors Wealth Management, LLC
10,724$1.6K0.0%ETFLowEden Prairie, MN2026-10-21
IFP Advisors, Inc
10,684$1.6M0.0%GrowthLowTampa, FL2026-10-16
AMG Asset Management Group, Inc.
10,605$1.6M1.0%GrowthLowCartersville, GA2026-10-21
Lifetime Wealth Management P.C.
10,579$1.6M1.0%YieldLowRockwall, TX2026-10-29
Diversify Advisory Services, LLC
10,487$1.5M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
10,487$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Triad Wealth Partners, LLC
10,376$1.6M0.1%ETFMediumLawrence, KS2026-10-26
Keystone Wealth Services, LLC
10,312$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
Santori & Peters, Inc.
10,303$1.6M0.4%GrowthVery LowCanonsburg, PA2026-10-26
Cap Partners, LLC
10,041$1.5M0.7%ETFLowFranklin, TN2026-10-19
Patriot Financial Group Insurance Agency, LLC
9,923$1.5M0.1%GrowthLowWalpole, MA2026-10-14
Mid-American Wealth Advisory Group, Inc.
9,886$1.5M0.5%ETFMediumKansas City, MO2026-10-21
Fiduciary Alliance LLC
9,706$1.5M0.1%CoreMediumGreenville, SC2026-10-13
Vigilare Wealth Management
9,673$1.5M0.4%ETFHighScottsdale, AZ2026-10-29
TSA Wealth Managment LLC
9,547$1.4M0.4%ETFMediumHouston, TX2026-10-22
RHS Financial, LLC
9,222$1.4M0.5%ETFMediumSan Francisco, CA2026-10-13
Verde Capital Management
9,191$1.4M0.2%ETFLowClarkston, MI2026-10-28
Adirondack Trust Co
9,080$1.4M0.4%GrowthLowSaratoga Springs, NY2026-10-14
WBH Advisory Inc
8,856$1.3M0.1%ETFLowBaltimore, MD2026-11-05
Optivise Advisory Services LLC
8,768$1.3M0.7%ETFMediumFranklin, TN2026-10-19
Balboa Wealth Partners
8,733$1.3M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Legacy Advisory Services, LLC
8,649$1.3M0.9%ETFMediumExton, PA2026-10-20
Golden State Wealth Management, LLC
8,451$1.3M0.1%ETFMediumSanta Ana, CA2026-11-02
Omni 360 Wealth, Inc.
8,268$1.3M0.6%ETFLowPlainsboro, NJ2026-10-13
Cyr Financial Inc.
8,186$1.2M0.6%ETFLowHennepin, IL2026-10-16
Elevation Capital Advisory, LLC
8,117$1.2M0.5%ETFVery HighBend, OR2026-10-29
Focused Alpha, LLC
8,057$1.2M0.3%CoreMediumDenver, CO2026-10-20
Winnacle Wealth LLC
8,040$1.2M0.8%CoreMediumWaco, TX2026-10-15
Beacon Financial Advisory LLC
8,011$1.2M0.2%ETFLowCleveland, OH2026-10-16
QP Wealth Management, LLC
7,973$1.2M1.8%GrowthHighBoca Raton, FL2026-10-20
Burke & Herbert Bank & Trust Co
7,851$1.2M0.3%CoreVery LowAlexandria, VA2026-11-02
United Advisor Group, LLC
7,799$1.2M0.1%ETFLowCincinnati, OH2026-11-03
Meridian Financial Advisors, LLC
7,666$1.2M0.5%ETFVery LowHolliston, MA2026-10-14
TCP Asset Management, LLC
7,580$1.2M0.1%ETFLowUpper Arlington, OH2026-10-14
Imc-Chicago, LLC
7,558$1.1M0.0%GARPVery HighChicago, IL2026-11-05
Atria Investments, Inc
7,369$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Flagship Wealth Advisors, LLC
7,325$1.1M0.2%ETFLowWakefield, MA2026-11-03
Bay Capital Advisors, LLC
7,224$1.1M0.6%ETFLowVirginia Beach, VA2026-10-16
Core Wealth Partners LLC
7,178$1.1M0.4%GrowthLowSanta Rosa, CA2026-11-02
Investment Management Corp
7,033$1.1M0.8%ETFMediumRoanoke, VA2026-11-03
Roman Butler Fullerton & Co
6,988$992.3K0.2%GrowthMediumSt Louis, MO2026-10-27
Turtle Creek Wealth Advisors, LLC
6,845$1.0M0.1%GrowthLowDallas, TX2026-10-15
Belvedere Trading LLC
6,802$1.0M0.0%Agg GrowthVery HighChicago, IL2026-11-05
Moneco Advisors, LLC
6,765$1.0M0.1%ETFLowFairfield, CT2026-11-05
Valeo Financial Advisors, LLC
6,620$1.0M0.0%ETFLowCarmel, IN2026-10-08
Arsenal Capital Advisors LLC
6,599$1.0M0.5%GrowthLowConshohocken, PA2026-11-02
Assetmark, Inc
6,536$990.7K0.0%ETFLowConcord, CA2026-10-21
IFS Advisors, LLC
6,423$973.7K0.3%ETFLowOverland Park, KS2026-10-14
Asempa Wealth Advisors
6,216$949.5K0.7%ETFLowBaton Rouge, LA2026-10-07
Bank of New York Mellon Corp
6,210$941.3K0.0%CoreLowNew York, NY2026-11-05
RAM Investment Partners, LLC
6,147$931.8K0.1%ETFLowBellevue, WA2026-10-21
Balefire, LLC
6,133$929.7K0.1%ETFMediumDallas, TX2026-10-09
Cypress Wealth Services, LLC
6,005$918.7K0.1%ETFLowPalm Desert, CA2026-10-21
Simplicity Wealth,LLC
5,918$897.1K0.0%ETFLowSummit, NJ2026-10-23
Fulcrum Equity Management
5,908$895.5K0.7%GrowthHighPlano, TX2026-10-21
Sheets Smith Wealth Management
5,770$874.6K0.1%CoreLowWinston-Salem, NC2026-10-16
Optima Capital LLC
5,705$864.8K0.3%ETFHighPortland, OR2026-10-29
Eagle Wealth Advisors LLC
5,644$855.5K0.6%Agg GrowthMediumWestport, CT2026-10-20
Capital Investment Advisory Services, LLC
5,544$840.4K0.1%CoreMediumRaleigh, NC2026-10-30
ERn Financial, LLC
5,463$828.1K0.1%ETFVery LowMiddleton, WI2026-10-28
Verus Capital Partners, LLC
5,441$824.7K0.0%GrowthLowScottsdale, AZ2026-11-03
Spectrum Planning & Advisory Services Inc.
5,378$815.3K0.3%ETFMediumSan Diego, CA2026-11-05
Elevate Capital Advisors, LLC
5,373$814.4K0.5%ValueHighEagle, CO2026-11-02
KWB Wealth
5,362$812.8K0.1%ETFMediumRedlands, CA2026-10-16
Focus Financial Network, Inc.
5,252$796.2K0.0%ETFLowMinneapolis, MN2026-10-14
Patten Group, Inc.
5,218$791.0K0.1%CoreLowChattanooga, TN2026-10-26
Financial Architects, LLC
5,215$790.5K0.4%ETFLowWoodstock, GA2026-10-13
NBZ Investment Advisors LLC
5,070$768.6K0.3%ETFLowKnoxville, TN2026-10-30
Fjell Capital, LLC
4,995$757.1K0.4%GrowthLowFargo, ND2026-10-13
M Holdings Securities, Inc.
4,971$7170.0%ETFHighPortland, OR2026-11-03
Soltis Investment Advisors LLC
4,953$750.8K0.0%CoreMediumSt. George, UT2026-10-28
Innovative Wealth Building LLC
4,877$739.3K0.4%ETFVery LowCalifornia, MD2026-10-14
Ignite Planners, LLC
4,865$737.5K0.1%CoreLowSan Clemente, CA2026-10-14
CPC Advisors, LLC
4,847$734.7K0.1%ETFMediumAtlanta, GA2026-10-21
Synergy Asset Management, LLC
4,842$734.0K0.1%GrowthHighVancouver, WA2026-11-05
Cosner Financial Group, LLC
4,814$729.8K0.4%ETFLowWindsor, CO2026-11-03
Fifth Third Bancorp
4,777$724.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Capital Wealth Alliance, LLC
4,624$700.9K0.3%CoreLowScottsdale, AZ2026-10-20
Well Done, LLC
4,508$683.3K0.1%ETFLowHolland, MI2026-10-20
Wespac Advisors, LLC
4,489$680.4K0.3%ETFHighOrinda, CA2026-10-26
Retirement Planning Group, LLC
4,470$677.6K0.0%ETFVery LowLeawood, KS2026-10-19
Vise Technologies, Inc.
4,446$673.9K0.0%IndexLowNew York, NY2026-10-29
Latitude Advisors, LLC
4,404$667.6K0.2%ETFLowYorkville, IL2026-10-27
Compass Ion Advisors, LLC
4,364$661.4K0.1%ETFVery LowConshohocken, PA2026-10-23
Alchemi Wealth, LLC
4,268$647.1K0.3%CoreLowEssex, CT2026-11-04
Titleist Asset Management, LLC
4,129$625.9K0.0%ETFLowSan Antonio, TX2026-10-08
Cassilly Financial Group LLC
4,115$623.7K0.4%ETFLowSeverna Park, MD2026-10-07
Howard Capital Management, LLC
4,091$620.1K0.0%ETFHighAlpharetta, GA2026-10-16
Facet Wealth, Inc.
3,954$599.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
3,935$596.5K0.0%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
3,935$596.5K0.0%CoreLowNew York, NY2026-10-20
Mather Group, Llc.
3,933$596.1K0.0%ETFMediumChicago, IL2026-10-14
Paragon Capital Management Ltd
3,933$596.2K0.1%CoreVery LowDenver, CO2026-10-09
SAX Wealth Advisors, LLC
3,915$593.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Foundry Financial LLC
3,717$563.4K0.2%ETFMediumPasadena, CA2026-10-16
Obsidian CIO, LLC
3,713$562.8K0.4%GrowthMediumNew York, NY2026-11-05
Smart Wealth LLC
3,594$544.8K0.1%ETFHighOmaha, NE2026-11-04
Sovran Advisors, LLC
3,535$503.3K0.0%ETFMediumSan Diego, CA2026-11-02
Symphony Financial, Ltd. Co.
3,493$530.7K0.0%GrowthLowHouston, TX2026-10-22
Sowell Financial Services LLC
3,362$509.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Aurora Private Wealth, Inc.
3,326$5090.0%ETFLowRockaway, NJ2026-10-20
Centurion Wealth Management LLC
3,319$503.1K0.1%ETFMediumMclean, VA2026-10-13
Insight Advisors, LLC/ PA
3,291$498.9K0.1%ETFMediumNewtown, PA2026-10-22
Goldstein Advisors, LLC
3,272$496.0K0.0%ETFMediumMadison, WI2026-10-15
Valen Private Capital, LLC
3,220$488.1K0.2%ETFN/APaoli, PA2026-10-23
Almanack Investment Partners, Llc.
3,154$478.1K0.1%ETFMediumNewtown Square, PA2026-11-03
Quantum Financial Partners LLC
3,150$477.5K0.2%ETFN/AOverland Park, KS2026-10-19
BAM Wealth Management, LLC
3,136$475.4K0.3%ETFHighLakewood, CO2026-10-15
WealthBridge Capital Management, LLC
3,126$473.9K0.1%ETFLowWesterville, OH2026-10-16
Compound Planning, Inc.
3,111$471.6K0.0%CoreLowNew York, NY2026-11-05
Tradewinds Capital Management, LLC
3,092$468.7K0.1%ETFVery HighBellingham, WA2026-10-23
Moran Wealth Management, LLC
3,081$467.0K0.0%CoreMediumNaples, FL2026-10-22
Rhodes Investment Advisors Inc
3,065$464.6K0.3%CoreMediumFort Worth, TX2026-10-07
Level Wealth Management LLC
3,062$464.2K0.2%ETFVery LowGreensboro, NC2026-10-23
Strategic Blueprint, LLC
3,059$463.6K0.0%ETFLowAtlanta, GA2026-10-22
Signal Advisors Wealth, LLC
3,019$457.6K0.0%ETFLowDetroit, MI2026-10-13
Fortitude Advisory Group L.L.C.
3,015$457.0K0.2%GrowthMediumGig Harbor, WA2026-10-15
Cookson Peirce & Co Inc
3,005$455.5K0.0%GrowthHighPittsburgh, PA2026-10-30
Hourglass Capital, LLC
3,000$454.7K0.1%ValueMediumHouston, TX2026-10-26
Richmond Investment Services, LLC
2,978$451.3K0.1%ETFLowMequon, WI2026-10-29
Tucker Asset Management LLC
2,969$450.0K0.1%ETFMediumLittleton, CO2026-10-29
WealthPoint Financial, LLC
2,943$446.1K0.3%ETFMediumCramerton, NC2026-11-03
Intelligence Driven Advisers, LLC
2,877$436.1K0.1%ETFLowCarlsbad, CA2026-10-09
TCV Trust & Wealth Management, Inc.
2,835$429.7K0.0%CoreVery LowRichmond, VA2026-10-16
Meadowbrook Wealth Management, LLC
2,827$428.6K0.4%GrowthMediumGarden City, NY2026-10-08
Sound Income Strategies, LLC
2,822$425.7K0.0%YieldMediumFt Lauderdale, FL2026-10-09
WealthPlan Investment Management, LLC
2,743$415.8K0.0%GrowthMediumOmaha, NE2026-10-15
Providence First Trust Co
2,700$409.3K0.1%ETFMediumScottsdale, AZ2026-11-02
GK Wealth Management LLC
2,681$406.4K0.2%GARPVery HighReno, NV2026-10-09
PKS Advisory Services, LLC
2,677$432.5K0.1%ETFMediumAlbany, NY2026-10-26
D.A. Davidson & Co.
2,666$404.1K0.0%CoreLowGreat Falls, MT2026-10-28
Ascent Group, LLC
2,620$397.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Certified Advisory Corp
2,548$386.2K0.0%ETFLowAltamonte Springs, FL2026-10-29
Total Clarity Wealth Management, Inc.
2,523$382.4K0.1%ETFMediumSt. Charles, IL2026-10-26
Partners Wealth Management, LLC
2,481$376.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Lebenthal Global Advisors, LLC
2,460$372.9K0.0%ETFMediumHauppauge, NY2026-10-28
Parallel Advisors, LLC
2,429$368.3K0.0%IndexLowSan Francisco, CA2026-11-03
Primoris Wealth Advisors, LLC
2,415$366.1K0.2%GrowthMediumNorth Palm Beach, FL2026-10-28
Schuylkill Financial LLC
2,388$362.0K0.4%ETFN/AWyomissing, PA2026-10-21
Castleview Partners, LLC
2,360$357.8K0.2%CoreMediumDallas, TX2026-10-09
Bell Investment Advisors, Inc
2,354$356.8K0.1%ETFVery LowOrinda, CA2026-10-29
Cullen T Bankers, Inc.
2,337$354.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Private Trust Co NA
2,307$349.7K0.0%CoreLowCleveland, OH2026-10-20
Axos Invest Inc.
2,233$338.5K0.3%ETFMediumLas Vegas, NV2026-10-21
Entrewealth, LLC
2,211$335.1K0.1%ETFLowAustin, TX2026-10-14
Ascentis Independent Advisors
2,200$333.5K0.0%ETFLowDallas, TX2026-11-03
Midwest Financial Network, LLC
2,191$332.1K0.2%ETFHighTinley Park, IL2026-10-13
WBI Investments, LLC
2,158$327.2K0.1%ValueVery HighRed Bank, NJ2026-11-05
Integrated Capital Management, LLC
2,154$326.5K0.1%ETFLowBloomfield, MI2026-10-23
Segment Wealth Management, LLC
2,130$322.9K0.0%CoreLowHouston, TX2026-10-26
Revisor Wealth Management LLC
2,077$302.4K0.1%CoreLowAkron, OH2026-10-20
Lido Advisors, LLC
2,037$308.9K0.0%GrowthLowLos Angeles, CA2026-11-04
HUB Investment Partners, LLC
2,028$307.4K0.0%GrowthLowAustin, TX2026-11-03
Asset One Wealth Management LLC
2,027$307.3K0.0%GrowthLowBellevue, WA2026-11-02
D'Orazio & Associates, Inc.
2,024$306.8K0.0%ETFLowVienna, VA2026-11-04
Cooper Financial Group
1,987$301.2K0.0%GrowthMediumIrvine, CA2026-10-07
Hobbs Wealth Management, LLC
1,980$300.2K0.2%ETFLowZionsville, IN2026-10-20
Sarver Vrooman Wealth Advisors
1,974$299.2K0.2%ETFMediumKansas City, MO2026-10-01
Lantern Wealth Advisors, LLC
1,962$297.4K0.1%GrowthLowMelville, NY2026-10-22
Indivisible Partners
1,951$295.7K0.0%GrowthMediumClearwater, FL2026-10-26
Stirlingshire Investments, Inc.
1,941$294.3K0.2%ETFMediumNew York, NY2026-11-05
Firethorn Wealth Partners, LLC
1,906$288.9K0.1%ETFLowAugusta, GA2026-10-14
Larson Financial Group LLC
1,890$286.5K0.0%GrowthLowSt Louis, MO2026-11-05
McKinley Carter Wealth Services, Inc.
1,867$283.0K0.0%ETFMediumWheeling, WV2026-10-16
Sutton Place Investors LLC
1,864$282.5K0.1%ETFLowArmonk, NY2026-10-20
Virtue Capital Management, LLC
1,830$277.4K0.0%GrowthHighBrentwood, TN2026-10-29
Welch Group, LLC
1,819$275.7K0.0%CoreVery LowBirmingham, AL2026-10-29
MSH Capital Advisors LLC
1,785$270.6K0.0%CoreLowScottsdale, AZ2026-11-03
Veltria Advisors Corp.
1,721$260.9K0.3%ETFMediumMiami, FL2026-11-05
Brighton Jones LLC
1,709$259.0K0.0%CoreVery LowSeattle, WA2026-11-03
Eagle Strategies LLC
1,703$258.1K0.0%ETFLowNew York, NY2026-10-16
AlphaStar Capital Management, LLC
1,680$254.6K0.0%ETFMediumCornelius, NC2026-10-16
Nfsg Corp
1,671$253.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Elevated Capital Advisors, LLC
1,655$250.9K0.1%ETFMediumSandy, UT2026-11-04
Cape Investment Advisory, Inc.
1,644$249.2K0.1%ETFLowMcdonough, GA2026-10-13
SeaCrest Wealth Management, LLC
1,644$249.2K0.0%GrowthLowPurchase, NY2026-10-21
Stewardship Advisors, LLC
1,639$248.4K0.1%ETFMediumMount Joy, PA2026-10-20
Howard Financial Services, Ltd.
1,576$238.9K0.0%ETFLowDallas, TX2026-10-15
Bryn Mawr Trust Advisors, LLC
1,565$237.2K0.0%CoreLowPhiladelphia, PA2026-11-04
NWF Advisory Services Inc.
1,532$232.2K0.0%GARPLowLos Angeles, CA2026-10-19
J. Safra Sarasin Holding AG
1,525$231.2K0.0%CoreMediumBasel, Switzerland2026-10-26
Advisor OS, LLC
1,496$226.8K0.0%ETFMediumChicago, IL2026-11-03
HRC Wealth Management, LLC
1,491$226.0K0.1%ETFVery LowMoscow, ID2026-10-16
Modera Wealth Management, LLC
1,468$222.5K0.0%ETFVery LowWestwood, NJ2026-10-28
XY Planning Network, Inc.
1,429$216.6K0.0%ETFLowBozeman, MT2026-10-14
B. Riley Wealth Advisors, Inc.
1,414$214.3K0.0%GrowthLowMemphis, TN2026-10-13
Signature Estate & Investment Advisors LLC
1,410$213.7K0.0%ETFMediumLos Angeles, CA2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
1,375$208.4K0.0%ETFMediumWoodbury, MN2026-10-13
Sage Mountain Advisors LLC
1,363$206.6K0.0%ETFLowAtlanta, GA2026-11-02
City Center Advisors, LLC
1,357$205.7K0.2%ETFMediumTroy, MI2026-10-08
Fiscal Wisdom Wealth Management, LLC
1,354$205.2K0.2%ETFMediumCanton, CT2026-10-16
Physician Wealth Advisors, Inc.
1,257$190.6K0.0%ETFMediumMidvale, UT2026-10-20
Lodestone Wealth Management LLC
1,126$170.7K0.1%CoreLowSpokane, WA2026-10-14
Trust Co of Vermont
937$142.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Heritage Family Offices, LLP
930$141.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Root Financial Partners, LLC
913$138.4K0.0%ETFMediumEncinitas, CA2026-10-21
Glass Jacobson Investment Advisors llc
824$124.9K0.0%ETFLowOwings Mills, MD2026-10-26
Godsey & Gibb, Inc
783$118.7K0.0%CoreLowRichmond, VA2026-10-14
Gamma Investing LLC
703$106.6K0.0%IndexVery LowFoster City, CA2026-10-08
Team Financial Group, LLC
695$105.3K0.0%ETFLowTemecula, CA2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
681$103.2K0.2%GrowthMediumIndianapolis, IN2026-10-14
Abound Wealth Management
678$102.7K0.0%ETFVery LowFranklin, TN2026-10-26
Comprehensive Financial Planning, Inc.
521$79.0K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Salomon & Ludwin, LLC
481$72.9K0.0%ETFVery LowRichmond, VA2026-10-29
AlphaCore Capital LLC
450$68.2K0.0%ETFLowLa Jolla, CA2026-11-04
William Mack & Associates, Inc.
436$66.1K0.0%ETFLowTroy, MI2026-10-27
Rossby Financial, LCC
432$65.5K0.0%ETFMediumMelbourne, FL2026-11-05
GHP Investment Advisors, Inc.
414$62.8K0.0%CoreVery LowDenver, CO2026-10-15
Networth Advisors, LLC
406$61.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Kingdom Financial Group Llc.
383$58.1K0.0%ETFMediumPeoria, AZ2026-11-04
Triumph Capital Management
336$50.9K0.0%ETFMediumDenver, CO2026-10-14
City State Bank
300$45.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
UMB Private Wealth Management, LLC
288$43.7K0.0%GrowthN/AKansas City, MO2026-10-19
Caldwell Trust Co
276$41.8K0.0%GrowthLowVenice, FL2026-10-30
Lanark Financial, Inc.
272$41.3K0.0%CoreMediumBirmingham, AL2026-10-26
Monetary Solutions, Ltd
270$40.9K0.0%ETFVery LowDayton, OH2026-10-22
Montgomery Financial Services LLC
263$39.9K0.0%ETFN/AOcean City, MD2026-11-03
Quest 10 Wealth Builders, Inc.
251$38.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Toth Financial Advisory Corp
227$34.4K0.0%CoreLowLeesburg, VA2026-10-08
Rosenberg Matthew Hamilton
215$32.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Ascentis Wealth Management, LLC
205$31.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Wealth Analytics Partners, LLC
200$30.3K0.0%ETFVery LowSan Diego, CA2026-10-19
Princeton Global Asset Management LLC
152$23.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Central Trust Co
146$22.1K0.0%CoreLowJefferson City, MO2026-11-05
Blue Bell Private Wealth Management, LLC
135$20.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Catherine Avery Investment Management LLC
126$19.1K0.0%CoreMediumLongboat Key, FL2026-10-14
Archer Investment Corp
124$18.8K0.0%CoreMediumCarmel, IN2026-11-05
Armstrong Advisory Group, Inc
100$15.2K0.0%ETFHighNeedham, MA2026-10-09
Valley National Advisers Inc
85$12.9K0.0%ETFLowBethlehem, PA2026-10-23
Downshift Financial, LLC
68$10.3K0.0%ETFLowBoulder, CO2026-10-13
Allspring Global Investments Holdings, LLC
67$10.3K0.0%CoreMediumCharlotte, NC2026-11-04
Asset Dedication, LLC
52$7.8K0.0%ETFLowSan Francisco, CA2026-11-03
Friedenthal Financial
42$6.4K0.0%ETFHighMarlton, NJ2026-10-27
CX Institutional
35$50.0%CoreMediumAuburn, IN2026-10-02
Signature Equity Partners, LLC
33$5.0K0.0%GrowthMediumColumbus, OH2026-10-29
Provenance Wealth Advisors, LLC
30$4.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
RHL Group, LLC
29$4.5K0.0%ETFVery HighHolly, MI2026-11-04
Gen-Wealth Partners Inc
15$2.3K0.0%CoreLowZeeland, MI2026-11-04
Laurel Wealth Advisors LLC
12$1.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Silver Grove Financial Group, Inc.
12$1.8K0.0%CoreMediumOrchard Park, NY2026-11-05
SJS Investment Consulting Inc.
11$1.7K0.0%ETFVery LowSylvania, OH2026-10-26
Costello Asset Management, Inc
10$1.5K0.0%CoreLowFeasterville, PA2026-10-30
Proathlete Wealth Management LLC
8$1.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
NBT Bank, N.A.
8$1.2K0.0%CoreLowNorwich, NY2026-10-21
Register Financial Advisors LLC
8$1.2K0.0%GARPLowAtlanta, GA2026-10-23
Blue Trust, Inc.
7$1.1K0.0%ETFLowBrentwood, TN2026-10-15
Pinnacle Wealth Planning Services, Inc.
6$9090.0%GARPLowMansfield, OH2026-10-27
Barrett & Company, Inc.
4$6110.0%ETFLowProvidence, RI2026-10-22
Fortitude Family Office, LLC
4$6060.0%ETFMediumScottsdale, AZ2026-10-14
DecisionPoint Financial, LLC
1$1530.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
1$1420.0%ETFLowHerndon, VA2026-10-30
Signaturefd, LLC
0$40.0%IndexLowAtlanta, GA2026-10-23