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Invesco Preferred ETF (PGX)

CUSIP: 46138E511 | NYSE | 1434 institutional holders

Quarters

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

Spectrum Asset Management, Inc.3,204,111
42.5% of portfolio›$32.3M
Fulton Breakefield Broenniman LLC1,264,558
0.7% of portfolio›$12.7M
Manske Wealth Management822,791
1.9% of portfolio›$8.3M
Prairiewood Capital, LLC728,526
1.9% of portfolio›$7.3M
Cambridge Investment Research Advisors, Inc.693,052
0.0% of portfolio›$7.0M
Investors Research Corp649,529
1.1% of portfolio›$6.5M
Truist Financial Corp558,502
0.0% of portfolio›$5.6M
Commonwealth Equity Services, LLC528,541
0.0% of portfolio›$5.3M
Cordoba Advisory Partners LLC476,733
0.6% of portfolio›$4.8M
Noesis Capital Mangement Corp459,127
0.5% of portfolio›$4.6M
Plimoth Trust Co LLC457,964
0.9% of portfolio›$4.6M
Sound Income Strategies, LLC439,978
0.2% of portfolio›$4.4M
Compass Financial Group, Inc. (Ohio)412,153
2.7% of portfolio›$4.2M
First Hawaiian Bank233,752
0.3% of portfolio›$2.4M
Wealth Enhancement Advisory Services, LLC213,938
0.0% of portfolio›$2.1M
Kestra Advisory Services, LLC211,158
0.0% of portfolio›$2.1M
Brighton Securities Corp.176,812
0.7% of portfolio›$1.8M
KCM Investment Advisors LLC160,908
0.0% of portfolio›$1.6M
First Premier Bank151,060
0.0% of portfolio›$1.5K
Creative Planning147,981
0.0% of portfolio›$1.5M
Albion Financial Group140,231
0.1% of portfolio›$1.4M
Wealth Advisory Solutions, LLC125,651
0.3% of portfolio›$1.3M
RFG Advisory, LLC118,778
0.0% of portfolio›$1.2M
KG Capital Management117,594
0.7% of portfolio›$1.2M
Independent Wealth Network Inc.116,446
0.3% of portfolio›$1.2M
MassMutual Private Wealth & Trust, FSB111,818
0.0% of portfolio›$1.1M
Charles Schwab Trust Co103,717
0.1% of portfolio›$1.0M
Shulman DeMeo Asset Management LLC93,378
0.2% of portfolio›$940.3K
Pines Wealth Management, LLC91,777
0.3% of portfolio›$924.2K
Amicus Financial Advisors, LLC90,491
0.2% of portfolio›$911.2K
AlphaCore Capital LLC81,583
0.0% of portfolio›$821.5K
Principal Financial Group Inc79,601
0.0% of portfolio›$801.6K
Acute Investment Advisory, LLC75,382
8.4% of portfolio›$759.1K
Avantax Planning Partners, Inc.75,124
0.0% of portfolio›$756.5K
D.A. Davidson & Co.72,634
0.0% of portfolio›$731.4K
Cane Capital Partners, LLC70,859
0.3% of portfolio›$713.6K
Greenup Street Wealth Management LLC63,652
0.1% of portfolio›$641.0K
Beam Wealth Advisors, Inc.63,194
0.1% of portfolio›$636.4K
Aletheian Wealth Advisors LLC62,698
0.3% of portfolio›$631.4K
New England Private Wealth Advisors LLC61,488
0.1% of portfolio›$619.2K
McAdam, LLC60,319
0.0% of portfolio›$607.4K
Brighton Jones LLC59,361
0.0% of portfolio›$597.8K
Simon Quick Advisors, LLC58,205
0.0% of portfolio›$586.1K
Independent Financial Group, LLC56,014
0.0% of portfolio›$564.1K
Lido Advisors, LLC55,191
0.0% of portfolio›$555.8K
1620 Investment Advisors, Inc.54,032
0.3% of portfolio›$544.1K
M Holdings Securities, Inc.49,944
0.0% of portfolio›$493
Oppenheimer & Co Inc49,465
0.0% of portfolio›$498.1K
Lanark Financial, Inc.48,982
0.0% of portfolio›$493.2K
Christensen, King & Associates Investment Services, Inc.47,563
0.2% of portfolio›$479.0K
Concurrent Investment Advisors, LLC44,130
0.0% of portfolio›$444.4K
Etesian Wealth Advisors, Inc.43,799
0.1% of portfolio›$441.1K
Fiduciary Advisors, Inc.42,252
0.3% of portfolio›$425.5K
VestGen Advisors, LLC41,200
0.0% of portfolio›$414.9K
Brookstone Capital Management40,623
0.0% of portfolio›$409.1K
Butensky & Cohen Financial Security, Inc39,875
0.1% of portfolio›$401.5K
Private Trust Co NA39,773
0.0% of portfolio›$400.5K
StoneX Group Inc.38,256
0.0% of portfolio›$401.2K
Argus Investors' Counsel, Inc.36,834
0.3% of portfolio›$370.9K
Rockland Trust Co36,628
0.0% of portfolio›$368.8K
Simplicity Wealth,LLC36,357
0.0% of portfolio›$366.1K
MeadowBrook Investment Advisors LLC35,312
0.3% of portfolio›$350.3K
Prospera Financial Services Inc35,214
0.0% of portfolio›$346.5K
Wealthcare Advisory Partners LLC34,870
0.0% of portfolio›$351.1K
Kingswood Wealth Advisors, LLC33,478
0.0% of portfolio›$337.1K
Friedenthal Financial30,057
0.1% of portfolio›$302.7K
Old National Bancorp29,982
0.0% of portfolio›$301.9K
Creekside Partners29,850
0.1% of portfolio›$300.6K
GC Wealth Management RIA, LLC29,708
0.0% of portfolio›$299.2K
Portland Financial Advisors Inc28,008
0.5% of portfolio›$282.0K
Farther Finance Advisors, LLC27,953
0.0% of portfolio›$281.5K
Choreo, LLC27,777
0.0% of portfolio›$279.7K
Ascentis Independent Advisors25,992
0.0% of portfolio›$261.7K
Landaas & Co25,987
0.0% of portfolio›$261.7K
Accel Wealth Management25,002
0.1% of portfolio›$251.8K
SkyOak Wealth, LLC24,778
0.0% of portfolio›$249.5K
Sowell Financial Services LLC24,603
0.0% of portfolio›$247.8K
Autumn Glory Partners, LLC23,627
0.1% of portfolio›$237.9K
Park Avenue Securities LLC23,480
0.0% of portfolio›$236.0K
Capital Investment Advisors, LLC22,933
0.0% of portfolio›$230.9K
Mountain Hill Investment Partners Corp.22,905
0.1% of portfolio›$230.7K
Keybank National Association22,801
0.0% of portfolio›$229.6K
Amplius Wealth Advisors, LLC21,761
0.0% of portfolio›$219.1K
Legacy Private Trust Co.20,700
0.0% of portfolio›$208.4K
Valeo Financial Advisors, LLC20,091
0.0% of portfolio›$202.3K
Cherry Tree Wealth Management, LLC19,974
0.0% of portfolio›$201.1K
HB Wealth Management, LLC19,895
0.0% of portfolio›$200.3K
Apella Capital, LLC19,707
0.0% of portfolio›$196.5K
Venture Visionary Partners LLC19,226
0.0% of portfolio›$193.6K
Wagner Wealth Management, LLC18,969
0.0% of portfolio›$191.0K
Friday Financial18,923
0.0% of portfolio›$192.3K
Eclectic Associates Inc18,797
0.0% of portfolio›$189.3K
Kestra Private Wealth Services, LLC18,469
0.0% of portfolio›$186.0K
Koshinski Asset Management, Inc.18,227
0.0% of portfolio›$183.5K
Cullen T Bankers, Inc.17,401
0.0% of portfolio›$175.2K
Purus Wealth Management, LLC16,907
0.0% of portfolio›$170.3K
FF Advisors,LLC16,604
0.1% of portfolio›$167.2K
Farrell Financial LLC15,421
0.1% of portfolio›$155.3K
Madrona Financial Services, LLC15,267
0.0% of portfolio›$153.7K
GenWealth Group, Inc.15,069
0.0% of portfolio›$151.7K
Weitzel Financial Services, Inc.14,843
0.1% of portfolio›$150.9K
Legacy Financial Independent Advisors LLC13,741
0.1% of portfolio›$138.4K
AlphaStar Capital Management, LLC13,440
0.0% of portfolio›$135.3K
Murphy & Mullick Capital Management Corp13,194
0.1% of portfolio›$132.7K
SAX Wealth Advisors, LLC12,716
0.0% of portfolio›$128.1K
Sigma Planning Corp12,455
0.0% of portfolio›$125.4K
Leading Edge Financial Planning LLC12,406
0.0% of portfolio›$124.9K
Sapient Capital LLC12,232
0.0% of portfolio›$123.2K
Weaver Consulting Group11,925
0.0% of portfolio›$120.1K
Financial Council, LLC11,836
0.0% of portfolio›$119.2K
American State Bank (Iowa)11,681
0.0% of portfolio›$117.6K
Key Capital Management, Inc11,531
0.0% of portfolio›$113.6K
S.A. Mason LLC11,305
0.0% of portfolio›$113.8K
Fortitude Advisory Group L.L.C.10,912
0.0% of portfolio›$109.9K
Nova Financial LLC10,900
0.0% of portfolio›$109.8K
Brandywine OAK Private Wealth LLC10,628
0.0% of portfolio›$107.0K
Financial Insights, Inc.10,600
0.0% of portfolio›$106.7K
Vontobel Holding Ltd.10,250
0.0% of portfolio›$103.2K
Blue Trust, Inc.10,241
0.0% of portfolio›$103.1K
Lynx Investment Advisory10,006
0.0% of portfolio›$100.8K
Ashton Thomas Private Wealth, LLC9,919
0.0% of portfolio›$99.9K
Provenance Wealth Advisors, LLC9,911
0.0% of portfolio›$99.8K
Robbins Farley8,949
0.0% of portfolio›$90.1K
Capital Investment Advisory Services, LLC8,218
0.0% of portfolio›$82.9K
First United Bank & Trust8,111
0.0% of portfolio›$81.7K
Duncker Streett & Co Inc8,000
0.0% of portfolio›$80.6K
Register Financial Advisors LLC7,935
0.0% of portfolio›$79.9K
Buck Wealth Strategies, LLC7,739
0.0% of portfolio›$77.9K
IFP Advisors, Inc7,441
0.0% of portfolio›$74.9K
Independence Bank of Kentucky7,210
0.0% of portfolio›$72.6K
Parallel Advisors, LLC6,947
0.0% of portfolio›$70.0K
CoreCap Advisors, LLC6,592
0.0% of portfolio›$66.4K
Mcdonald Partners LLC5,705
0.0% of portfolio›$57.4K
Bank of New Hampshire5,600
0.0% of portfolio›$56.4K
Main Street Group, LTD5,077
0.0% of portfolio›$51.1K
North Star Investment Management Corp.4,878
0.0% of portfolio›$49.1K
Community Financial Services Group, LLC4,143
0.0% of portfolio›$42.1K
Peoples Financial Services Corp.4,000
0.0% of portfolio›$40.3K
Blueline Advisors LLC3,750
0.0% of portfolio›$37.8K
SRH Advisors, LLC3,500
0.0% of portfolio›$35.2K
EverSource Wealth Advisors, LLC3,292
0.0% of portfolio›$33.2K
Kentucky Trust Co3,080
0.0% of portfolio›$31.0K
Bangor Savings Bank3,000
0.0% of portfolio›$30.2K
Tompkins Financial Corp2,506
0.0% of portfolio›$25.2K
SBK Financial, Inc.2,400
0.0% of portfolio›$24.2K
First Bancorp, Inc2,052
0.0% of portfolio›$20.7K
Nfsg Corp2,000
0.0% of portfolio›$20.1K
Gilpin Wealth Management, LLC1,500
0.0% of portfolio›$15.1K
Creative Financial Designs Inc1,479
0.0% of portfolio›$14.9K
Compass Financial Management LLC1,369
0.0% of portfolio›$13.8K
Triumph Capital Management1,219
0.0% of portfolio›$12.3K
Salomon & Ludwin, LLC1,168
0.0% of portfolio›$11.8K
Montag A & Associates Inc996
0.0% of portfolio›$10.0K
Ares Financial Consulting, LLC970
0.0% of portfolio›$9.8K
Gamma Investing LLC933
0.0% of portfolio›$9.4K
Assetmark, Inc702
0.0% of portfolio›$7.1K
Princeton Global Asset Management LLC688
0.0% of portfolio›$6.9K
New England Capital Financial Advisors LLC608
0.0% of portfolio›$6.1K
William Mack & Associates, Inc.550
0.0% of portfolio›$5.5K
Latitude Advisors, LLC513
0.0% of portfolio›$5.2K
Adirondack Trust Co500
0.0% of portfolio›$5.0K
Richardson Financial Services Inc.500
0.0% of portfolio›$5.0K
Asset Dedication, LLC467
0.0% of portfolio›$4.7K
Wolff Wiese Magana LLC453
0.0% of portfolio›$4.6K
Spire Wealth Management441
0.0% of portfolio›$4.4K
Citigroup Inc315
0.0% of portfolio›$3.2K
Trust Co of Vermont310
0.0% of portfolio›$3.1K
Markowski Investments245
0.0% of portfolio›$2.5K
Wilkerson Advisory Group LLC206
0.0% of portfolio›$2.1K
Piscataqua Savings Bank200
0.0% of portfolio›$2.0K
Golden State Wealth Management, LLC191
0.0% of portfolio›$1.9K
Ascentis Wealth Management, LLC163
0.0% of portfolio›$1.6K
High Note Wealth, LLC161
0.0% of portfolio›$1.6K
Biltmore Family Office, LLC93
0.0% of portfolio›$937
Concord Wealth Partners80
0.0% of portfolio›$806
Axiom Investment Management LLC78
0.0% of portfolio›$785
Mainstream Capital Management LLC73
0.0% of portfolio›$735
Barrett & Company, Inc.66
0.0% of portfolio›$665
Pinnacle Wealth Planning Services, Inc.53
0.0% of portfolio›$534
Costello Asset Management, Inc52
0.0% of portfolio›$528
Harbor Investment Advisory, LLC25
0.0% of portfolio›$252
Foresight Capital Management Advisors, Inc.5
0.0% of portfolio›$50
Manchester Capital Management LLC3
0.0% of portfolio›$31
Allspring Global Investments Holdings, LLC2
0.0% of portfolio›$18
Atwood & Palmer Inc1
0.0% of portfolio›$11
POM Investment Strategies, LLC1
0.0% of portfolio›$8
Elevation Wealth Partners, LLC1
0.0% of portfolio›$11
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Spectrum Asset Management, Inc.
3,204,111$32.3M42.5%ETFLowStamford, CT2026-11-02
Fulton Breakefield Broenniman LLC
1,264,558$12.7M0.7%GrowthLowBethesda, MD2026-11-03
Manske Wealth Management
822,791$8.3M1.9%ValueVery LowHouston, TX2026-10-26
Prairiewood Capital, LLC
728,526$7.3M1.9%ETFVery LowFargo, ND2026-10-16
Cambridge Investment Research Advisors, Inc.
693,052$7.0M0.0%ETFLowFairfield, IA2026-11-02
Investors Research Corp
649,529$6.5M1.1%ETFLowAtlanta, GA2026-10-07
Truist Financial Corp
558,502$5.6M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
528,541$5.3M0.0%ETFLowWaltham, MA2026-11-02
Cordoba Advisory Partners LLC
476,733$4.8M0.6%ETFMediumNew York, NY2026-10-19
Noesis Capital Mangement Corp
459,127$4.6M0.5%CoreVery LowBoca Raton, FL2026-10-26
Plimoth Trust Co LLC
457,964$4.6M0.9%CoreLowSwansea, MA2026-10-26
Sound Income Strategies, LLC
439,978$4.4M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Compass Financial Group, Inc. (Ohio)
412,153$4.2M2.7%ETFMediumDublin, OH2026-10-19
First Hawaiian Bank
233,752$2.4M0.3%ETFVery LowHonolulu, HI2026-10-14
Wealth Enhancement Advisory Services, LLC
213,938$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
211,158$2.1M0.0%CoreLowAustin, TX2026-11-02
Brighton Securities Corp.
176,812$1.8M0.7%ETFVery LowRochester, NY2026-10-08
KCM Investment Advisors LLC
160,908$1.6M0.0%CoreVery LowGreenbrae, CA2026-10-27
First Premier Bank
151,060$1.5K0.0%CoreVery LowSioux Falls, SD2026-10-13
Creative Planning
147,981$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Albion Financial Group
140,231$1.4M0.1%GrowthLowSalt Lake City, UT2026-10-21
Wealth Advisory Solutions, LLC
125,651$1.3M0.3%ETFLowZionsville, IN2026-10-20
RFG Advisory, LLC
118,778$1.2M0.0%ETFMediumBirmingham, AL2026-11-03
KG Capital Management
117,594$1.2M0.7%CoreLowSt. Francisville, LA2026-10-15
Independent Wealth Network Inc.
116,446$1.2M0.3%ETFMediumUrbandale, IA2026-10-19
MassMutual Private Wealth & Trust, FSB
111,818$1.1M0.0%CoreLowSpringfield, MA2026-10-05
Charles Schwab Trust Co
103,717$1.0M0.1%ETFLowHenderson, NV2026-10-15
Shulman DeMeo Asset Management LLC
93,378$940.3K0.2%ETFVery LowLake Success, NY2026-10-09
Pines Wealth Management, LLC
91,777$924.2K0.3%GrowthLowSouthern Pines, NC2026-10-21
Amicus Financial Advisors, LLC
90,491$911.2K0.2%ETFLowLubbock, TX2026-11-03
AlphaCore Capital LLC
81,583$821.5K0.0%ETFLowLa Jolla, CA2026-11-04
Principal Financial Group Inc
79,601$801.6K0.0%CoreLowDes Moines, IA2026-11-02
Acute Investment Advisory, LLC
75,382$759.1K8.4%ETFMediumMesa, AZ2026-10-16
Avantax Planning Partners, Inc.
75,124$756.5K0.0%ETFLowDubuque, IA2026-11-03
D.A. Davidson & Co.
72,634$731.4K0.0%CoreLowGreat Falls, MT2026-10-28
Cane Capital Partners, LLC
70,859$713.6K0.3%GrowthMediumSt Francisville, LA2026-10-23
Greenup Street Wealth Management LLC
63,652$641.0K0.1%ETFMediumOverland Park, KS2026-10-28
Beam Wealth Advisors, Inc.
63,194$636.4K0.1%ETFMediumCovington, LA2026-11-03
Aletheian Wealth Advisors LLC
62,698$631.4K0.3%ETFVery LowBellevue, WA2026-10-08
New England Private Wealth Advisors LLC
61,488$619.2K0.1%ETFVery LowWellesley, MA2026-10-19
McAdam, LLC
60,319$607.4K0.0%ETFLowPhiladelphia, PA2026-10-21
Brighton Jones LLC
59,361$597.8K0.0%CoreVery LowSeattle, WA2026-11-03
Simon Quick Advisors, LLC
58,205$586.1K0.0%ETFLowMorristown, NJ2026-10-26
Independent Financial Group, LLC
56,014$564.1K0.0%GrowthLowSan Diego, CA2026-10-13
Lido Advisors, LLC
55,191$555.8K0.0%GrowthLowLos Angeles, CA2026-11-04
1620 Investment Advisors, Inc.
54,032$544.1K0.3%ValueLowPlymouth, MA2026-11-04
M Holdings Securities, Inc.
49,944$4930.0%ETFHighPortland, OR2026-11-03
Oppenheimer & Co Inc
49,465$498.1K0.0%CoreLowNew York, NY2026-10-26
Lanark Financial, Inc.
48,982$493.2K0.0%CoreMediumBirmingham, AL2026-10-26
Christensen, King & Associates Investment Services, Inc.
47,563$479.0K0.2%ETFVery LowRichland, WA2026-10-22
Concurrent Investment Advisors, LLC
44,130$444.4K0.0%GrowthMediumTampa, FL2026-10-16
Etesian Wealth Advisors, Inc.
43,799$441.1K0.1%ETFLowWest Linn, OR2026-10-27
Fiduciary Advisors, Inc.
42,252$425.5K0.3%ETFLowSt. Louis, MO2026-10-16
VestGen Advisors, LLC
41,200$414.9K0.0%GrowthMediumChicago, IL2026-10-27
Brookstone Capital Management
40,623$409.1K0.0%ETFMediumWheaton, IL2026-10-22
Butensky & Cohen Financial Security, Inc
39,875$401.5K0.1%ValueLowPonte Vedra Beach, FL2026-10-13
Private Trust Co NA
39,773$400.5K0.0%CoreLowCleveland, OH2026-10-20
StoneX Group Inc.
38,256$401.2K0.0%ETFMediumNew York, NY2026-11-03
Argus Investors' Counsel, Inc.
36,834$370.9K0.3%MomentumMediumNew York, NY2026-10-09
Rockland Trust Co
36,628$368.8K0.0%CoreLowHanover, MA2026-10-05
Simplicity Wealth,LLC
36,357$366.1K0.0%ETFLowSummit, NJ2026-10-23
MeadowBrook Investment Advisors LLC
35,312$350.3K0.3%CoreLowLivonia, MI2026-10-29
Prospera Financial Services Inc
35,214$346.5K0.0%CoreMediumDallas, TX2026-11-04
Wealthcare Advisory Partners LLC
34,870$351.1K0.0%ETFLowWest Chester, PA2026-10-21
Kingswood Wealth Advisors, LLC
33,478$337.1K0.0%GrowthLowSan Diego, CA2026-10-23
Friedenthal Financial
30,057$302.7K0.1%ETFHighMarlton, NJ2026-10-27
Old National Bancorp
29,982$301.9K0.0%CoreLowEvansville, IN2026-10-20
Creekside Partners
29,850$300.6K0.1%ETFVery LowPetaluma, CA2026-11-04
GC Wealth Management RIA, LLC
29,708$299.2K0.0%GrowthMediumCambridge, MA2026-11-02
Portland Financial Advisors Inc
28,008$282.0K0.5%ETFVery LowPort Washington, NY2026-10-26
Farther Finance Advisors, LLC
27,953$281.5K0.0%IndexLowSan Francisco, CA2026-10-08
Choreo, LLC
27,777$279.7K0.0%IndexLowRockford, IL2026-10-28
Ascentis Independent Advisors
25,992$261.7K0.0%ETFLowDallas, TX2026-11-03
Landaas & Co
25,987$261.7K0.0%ETFVery LowMilwaukee, WI2026-10-29
Accel Wealth Management
25,002$251.8K0.1%ETFLowWaverly, IA2026-10-13
SkyOak Wealth, LLC
24,778$249.5K0.0%ETFLowSouthfield, MI2026-10-28
Sowell Financial Services LLC
24,603$247.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Autumn Glory Partners, LLC
23,627$237.9K0.1%CoreMediumDallas, TX2026-10-26
Park Avenue Securities LLC
23,480$236.0K0.0%ETFMediumNew York, NY2026-10-26
Capital Investment Advisors, LLC
22,933$230.9K0.0%CoreLowAtlanta, GA2026-10-22
Mountain Hill Investment Partners Corp.
22,905$230.7K0.1%GrowthHighAtlantic Highlands, NJ2026-10-23
Keybank National Association
22,801$229.6K0.0%CoreLowBrooklyn, OH2026-11-04
Amplius Wealth Advisors, LLC
21,761$219.1K0.0%ETFLowBlue Bell, PA2026-10-20
Legacy Private Trust Co.
20,700$208.4K0.0%ETFLowNeenah, WI2026-10-06
Valeo Financial Advisors, LLC
20,091$202.3K0.0%ETFLowCarmel, IN2026-10-08
Cherry Tree Wealth Management, LLC
19,974$201.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
HB Wealth Management, LLC
19,895$200.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Apella Capital, LLC
19,707$196.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Venture Visionary Partners LLC
19,226$193.6K0.0%CoreLowSylvania, OH2026-10-07
Wagner Wealth Management, LLC
18,969$191.0K0.0%ETFLowGreenville, SC2026-10-21
Friday Financial
18,923$192.3K0.0%ETFVery LowDubuque, IA2026-10-09
Eclectic Associates Inc
18,797$189.3K0.0%ETFVery LowFullerton, CA2026-10-09
Kestra Private Wealth Services, LLC
18,469$186.0K0.0%GrowthLowAustin, TX2026-10-30
Koshinski Asset Management, Inc.
18,227$183.5K0.0%ETFLowDecatur, IL2026-10-29
Cullen T Bankers, Inc.
17,401$175.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Purus Wealth Management, LLC
16,907$170.3K0.0%Agg GrowthVery LowNewport Beach, CA2026-10-15
FF Advisors,LLC
16,604$167.2K0.1%ETFLowManhattan Beach, CA2026-10-21
Farrell Financial LLC
15,421$155.3K0.1%ETFVery LowOrchard Park, NY2026-10-16
Madrona Financial Services, LLC
15,267$153.7K0.0%ETFLowEverett, WA2026-10-23
GenWealth Group, Inc.
15,069$151.7K0.0%ETFMediumMaplewood, NJ2026-10-16
Weitzel Financial Services, Inc.
14,843$150.9K0.1%ETFVery LowDubuque, IA2026-10-16
Legacy Financial Independent Advisors LLC
13,741$138.4K0.1%CoreN/ALouisville, KY2026-11-02
AlphaStar Capital Management, LLC
13,440$135.3K0.0%ETFMediumCornelius, NC2026-10-16
Murphy & Mullick Capital Management Corp
13,194$132.7K0.1%GrowthLowSmithtown, NY2026-11-02
SAX Wealth Advisors, LLC
12,716$128.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Sigma Planning Corp
12,455$125.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Leading Edge Financial Planning LLC
12,406$124.9K0.0%ETFLowKnoxville, TN2026-10-23
Sapient Capital LLC
12,232$123.2K0.0%GrowthMediumIndianapolis, IN2026-10-08
Weaver Consulting Group
11,925$120.1K0.0%ETFLowHuntington Beach, CA2026-10-07
Financial Council, LLC
11,836$119.2K0.0%ETFVery LowTowson, MD2026-11-02
American State Bank (Iowa)
11,681$117.6K0.0%GrowthVery LowSioux Center, IA2026-11-03
Key Capital Management, Inc
11,531$113.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
S.A. Mason LLC
11,305$113.8K0.0%GrowthVery LowHolland, MI2026-10-13
Fortitude Advisory Group L.L.C.
10,912$109.9K0.0%GrowthMediumGig Harbor, WA2026-10-15
Nova Financial LLC
10,900$109.8K0.0%N/AN/ATucson, AZ2026-11-04
Brandywine OAK Private Wealth LLC
10,628$107.0K0.0%ETFVery LowKennett Square, PA2026-10-23
Financial Insights, Inc.
10,600$106.7K0.0%ETFLowTacoma, WA2026-10-27
Vontobel Holding Ltd.
10,250$103.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Blue Trust, Inc.
10,241$103.1K0.0%ETFLowBrentwood, TN2026-10-15
Lynx Investment Advisory
10,006$100.8K0.0%ETFLowWashington, Dc, DC2026-10-27
Ashton Thomas Private Wealth, LLC
9,919$99.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Provenance Wealth Advisors, LLC
9,911$99.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Robbins Farley
8,949$90.1K0.0%CoreMediumBedford, NH2026-10-21
Capital Investment Advisory Services, LLC
8,218$82.9K0.0%CoreMediumRaleigh, NC2026-10-30
First United Bank & Trust
8,111$81.7K0.0%CoreLowOakland, MD2026-10-22
Duncker Streett & Co Inc
8,000$80.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Register Financial Advisors LLC
7,935$79.9K0.0%GARPLowAtlanta, GA2026-10-23
Buck Wealth Strategies, LLC
7,739$77.9K0.0%ValueMediumDenver, CO2026-10-28
IFP Advisors, Inc
7,441$74.9K0.0%GrowthLowTampa, FL2026-10-16
Independence Bank of Kentucky
7,210$72.6K0.0%GrowthLowOwensboro, KY2026-10-26
Parallel Advisors, LLC
6,947$70.0K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
6,592$66.4K0.0%ETFMediumSouthfield, MI2026-10-08
Mcdonald Partners LLC
5,705$57.4K0.0%CoreLowCleveland, OH2026-11-03
Bank of New Hampshire
5,600$56.4K0.0%CoreLowLaconia, NH2026-10-06
Main Street Group, LTD
5,077$51.1K0.0%ETFMediumGlen Allen, VA2026-10-28
North Star Investment Management Corp.
4,878$49.1K0.0%CoreLowChicago, IL2026-10-27
Community Financial Services Group, LLC
4,143$42.1K0.0%GrowthLowNewport, VT2026-10-15
Peoples Financial Services Corp.
4,000$40.3K0.0%CoreVery LowMoosic, PA2026-10-20
Blueline Advisors LLC
3,750$37.8K0.0%ETFLowExeter, NH2026-10-15
SRH Advisors, LLC
3,500$35.2K0.0%ETFVery LowSalina, KS2026-10-22
EverSource Wealth Advisors, LLC
3,292$33.2K0.0%CoreMediumBirmingham, AL2026-11-04
Kentucky Trust Co
3,080$31.0K0.0%CoreVery LowDanville, KY2026-10-15
Bangor Savings Bank
3,000$30.2K0.0%ETFLowBangor, ME2026-10-06
Tompkins Financial Corp
2,506$25.2K0.0%CoreLowIthaca, NY2026-10-05
SBK Financial, Inc.
2,400$24.2K0.0%N/AN/ARichmond, VA2026-11-02
First Bancorp, Inc
2,052$20.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Nfsg Corp
2,000$20.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Gilpin Wealth Management, LLC
1,500$15.1K0.0%GrowthLowDenver, CO2026-10-09
Creative Financial Designs Inc
1,479$14.9K0.0%ETFMediumKokomo, IN2026-11-04
Compass Financial Management LLC
1,369$13.8K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
1,219$12.3K0.0%ETFMediumDenver, CO2026-10-14
Salomon & Ludwin, LLC
1,168$11.8K0.0%ETFVery LowRichmond, VA2026-10-29
Montag A & Associates Inc
996$10.0K0.0%CoreLowAtlanta, GA2026-10-29
Ares Financial Consulting, LLC
970$9.8K0.0%CoreLowCalabasas, CA2026-10-19
Gamma Investing LLC
933$9.4K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
702$7.1K0.0%ETFLowConcord, CA2026-10-21
Princeton Global Asset Management LLC
688$6.9K0.0%GrowthLowPrinceton, NJ2026-10-21
New England Capital Financial Advisors LLC
608$6.1K0.0%ETFLowMeriden, CT2026-11-03
William Mack & Associates, Inc.
550$5.5K0.0%ETFLowTroy, MI2026-10-27
Latitude Advisors, LLC
513$5.2K0.0%ETFLowYorkville, IL2026-10-27
Adirondack Trust Co
500$5.0K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Richardson Financial Services Inc.
500$5.0K0.0%GrowthMediumMedway, MA2026-10-30
Asset Dedication, LLC
467$4.7K0.0%ETFLowSan Francisco, CA2026-11-03
Wolff Wiese Magana LLC
453$4.6K0.0%GrowthLowCarslbad, CA2026-10-15
Spire Wealth Management
441$4.4K0.0%GrowthMediumMclean, VA2026-10-30
Citigroup Inc
315$3.2K0.0%CoreMediumNew York, NY2026-11-04
Trust Co of Vermont
310$3.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Markowski Investments
245$2.5K0.0%ETFN/ATampa, FL2026-10-30
Wilkerson Advisory Group LLC
206$2.1K0.0%ETFMediumColumbia, MO2026-10-20
Piscataqua Savings Bank
200$2.0K0.0%CoreVery LowPortsmouth, NH2026-10-21
Golden State Wealth Management, LLC
191$1.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Wealth Management, LLC
163$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
High Note Wealth, LLC
161$1.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Biltmore Family Office, LLC
93$9370.0%GrowthLowCharlotte, NC2026-11-03
Concord Wealth Partners
80$8060.0%GrowthLowAbingdon, VA2026-11-02
Axiom Investment Management LLC
78$7850.0%CoreN/ANew York, NY2026-11-03
Mainstream Capital Management LLC
73$7350.0%GrowthLowLos Angeles, CA2026-10-23
Barrett & Company, Inc.
66$6650.0%ETFLowProvidence, RI2026-10-22
Pinnacle Wealth Planning Services, Inc.
53$5340.0%GARPLowMansfield, OH2026-10-27
Costello Asset Management, Inc
52$5280.0%CoreLowFeasterville, PA2026-10-30
Harbor Investment Advisory, LLC
25$2520.0%GrowthLowLutherville, MD2026-10-13
Foresight Capital Management Advisors, Inc.
5$500.0%CoreMediumSaline, MI2026-10-27
Manchester Capital Management LLC
3$310.0%CoreLowManchester, VT2026-10-22
Allspring Global Investments Holdings, LLC
2$180.0%CoreMediumCharlotte, NC2026-11-04
Atwood & Palmer Inc
1$110.0%CoreVery LowKansas City, MO2026-10-08
POM Investment Strategies, LLC
1$80.0%ETFVery HighRaleigh, NC2026-10-20
Elevation Wealth Partners, LLC
1$110.0%ETFLowWalnut Creek, CA2026-10-07
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04