IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco National Amt-Free MU (PZA)

CUSIP: 46138E537 | NYSE | 760 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Cliftonlarsonallen Wealth Advisors, LLC4,430,218
1.2% of portfolio›$94.8M
Bank of New York Mellon Corp3,747,173
0.0% of portfolio›$80.2M
Sofi Wealth, LLC2,349,078
1.9% of portfolio›$50.2M
Commonwealth Equity Services, LLC1,150,957
0.0% of portfolio›$24.6M
Gerber Kawasaki Wealth & Investment Management826,071
0.4% of portfolio›$17.7M
Avidian Wealth Enterprises, LLC644,939
0.4% of portfolio›$13.8M
Vise Technologies, Inc.627,447
0.1% of portfolio›$13.4M
Shepherd Financial Partners LLC576,949
1.0% of portfolio›$12.3M
Thrivent Financial for Lutherans554,031
0.0% of portfolio›$11.9M
Assetmark, Inc493,561
0.0% of portfolio›$10.6M
West Wealth Group, LLC428,314
1.4% of portfolio›$9.2M
Buttonwood Financial Group, LLC409,830
4.4% of portfolio›$8.8M
Fifth Third Bancorp375,460
0.0% of portfolio›$8.0M
Ascent Group, LLC342,926
0.2% of portfolio›$7.3M
Stewardship Advisors, LLC325,062
1.4% of portfolio›$7.0M
Wealth Enhancement Advisory Services, LLC307,158
0.0% of portfolio›$6.5M
Entrust Financial LLC284,536
3.0% of portfolio›$6.1M
Perigon Wealth Management, LLC272,001
0.1% of portfolio›$5.8M
Golden State Wealth Management, LLC266,386
0.5% of portfolio›$5.7M
Goodman Advisory Group, LLC227,789
1.1% of portfolio›$4.9M
MGO One Seven LLC223,431
0.1% of portfolio›$4.8M
Traphagen Investment Advisors LLC210,890
0.3% of portfolio›$4.5M
1900 Wealth Management LLC202,042
0.2% of portfolio›$4.3M
Hudock, Inc.199,621
0.5% of portfolio›$4.3M
Elevation Point Wealth Partners, LLC196,398
0.1% of portfolio›$4.2M
Ashton Thomas Securities, LLC186,431
0.4% of portfolio›$4.0M
Confluence Investment Management LLC184,114
0.1% of portfolio›$3.9M
US Bancorp \de\181,617
0.0% of portfolio›$3.9M
Connecticut Capital Management Group, LLC179,677
3.1% of portfolio›$3.8M
Simon Quick Advisors, LLC172,001
0.1% of portfolio›$3.7M
McAdam, LLC171,261
0.1% of portfolio›$3.7M
Truist Financial Corp170,332
0.0% of portfolio›$3.6M
Kestra Advisory Services, LLC162,788
0.0% of portfolio›$3.5M
Skyline Advisors, Inc.145,397
1.0% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.143,100
0.0% of portfolio›$3.1M
Park Avenue Securities LLC142,740
0.1% of portfolio›$3.1M
TD Private Client Wealth LLC139,324
0.1% of portfolio›$3.0M
Targeted Financial Services LLC138,811
2.2% of portfolio›$3.0M
Archer Investment Management, LLC116,736
0.8% of portfolio›$2.5M
Concurrent Investment Advisors, LLC113,074
0.0% of portfolio›$2.4M
Quadrant Private Wealth Management, LLC101,295
0.3% of portfolio›$2.2M
Financial Life Advisors96,159
0.6% of portfolio›$2.1M
Leeward Financial Partners, LLC94,024
0.5% of portfolio›$2.0M
SteelPeak Wealth, LLC82,756
0.0% of portfolio›$1.8M
ShoreHaven Wealth Partners, LLC80,401
0.5% of portfolio›$1.7M
Atria Investments, Inc73,283
0.0% of portfolio›$1.6M
Willis Johnson Wealth, Inc.71,057
0.1% of portfolio›$1.5M
Aprio Wealth Management, LLC70,498
0.1% of portfolio›$1.5M
Novem Group69,500
0.1% of portfolio›$1.5M
Choreo, LLC68,512
0.0% of portfolio›$1.5M
First Heartland Consultants, Inc.68,225
0.1% of portfolio›$1.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors63,287
0.1% of portfolio›$1.4M
Claro Advisors Inc.56,336
0.1% of portfolio›$1.2M
Private Trust Co NA53,613
0.1% of portfolio›$1.1M
Ehrlich Financial Group52,553
0.6% of portfolio›$1.1M
Keybank National Association51,316
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC49,692
0.0% of portfolio›$1.1M
Diversify Wealth Management, LLC49,692
0.0% of portfolio›$1.1M
Bernardo Wealth Planning LLC49,266
0.1% of portfolio›$1.1M
Uptick Partners, LLC46,791
0.1% of portfolio›$1.0M
Venture Visionary Partners LLC45,688
0.0% of portfolio›$977.3K
Tenet Wealth Partners, LLC44,166
0.7% of portfolio›$944.7K
Focus Wealth Advisors, LLC42,051
0.4% of portfolio›$899.5K
A4 Wealth Advisors LLC40,881
0.6% of portfolio›$874.4K
Anderson Hoagland & Co39,541
0.1% of portfolio›$860.4K
TSG Advice Partners, LLC35,396
0.1% of portfolio›$832.5K
Veltria Advisors Corp.35,109
0.9% of portfolio›$751.0K
Oasis Advisors, LLC34,702
0.3% of portfolio›$742.3K
IFP Advisors, Inc33,805
0.0% of portfolio›$723.1K
King Luther Capital Management Corp33,597
0.0% of portfolio›$718.6K
Creative Planning33,325
0.0% of portfolio›$712.8K
Colonial River Investments, LLC32,755
0.2% of portfolio›$700.6K
Blue Trust, Inc.32,416
0.0% of portfolio›$693.4K
FF Advisors,LLC31,437
0.2% of portfolio›$672.4K
Affinity Capital Advisors, LLC31,185
0.1% of portfolio›$664.6K
Wealthcare Advisory Partners LLC28,769
0.0% of portfolio›$615.4K
Sowell Financial Services LLC28,073
0.0% of portfolio›$600.5K
Apeiron RIA LLC27,817
0.1% of portfolio›$595.6K
Flagship Harbor Advisors, LLC27,605
0.0% of portfolio›$590.5K
J.W. Cole Advisors, Inc.27,589
0.0% of portfolio›$590.1K
15 Wealth Advisors LLC26,930
0.1% of portfolio›$576.0K
SAX Wealth Advisors, LLC26,126
0.0% of portfolio›$558.8K
Balefire, LLC23,891
0.1% of portfolio›$511.0K
Asset One Wealth Management LLC22,514
0.0% of portfolio›$481.6K
Flynn Zito Capital Management, LLC21,879
0.1% of portfolio›$468.0K
LCW Services, LLC20,710
0.2% of portfolio›$443.0K
Ackerman Capital Advisors, LLC18,860
0.1% of portfolio›$403.4K
Titleist Asset Management, LLC18,654
0.0% of portfolio›$399.0K
Kestra Private Wealth Services, LLC18,361
0.0% of portfolio›$392.7K
Revisor Wealth Management LLC18,343
0.1% of portfolio›$396.9K
Courier Capital LLC18,029
0.0% of portfolio›$385.6K
PKS Advisory Services, LLC17,948
0.1% of portfolio›$422.1K
Sepio Capital, LP17,484
0.0% of portfolio›$374.0K
Sanchez Gaunt Capital Management, LLC17,360
0.2% of portfolio›$371.3K
Melone Private Wealth, LLC17,239
0.1% of portfolio›$368.8K
Town Capital LLC16,625
0.2% of portfolio›$355.6K
Integrated Wealth Management16,526
0.3% of portfolio›$353.5K
Wrenne Financial Planning LLC16,494
0.1% of portfolio›$352.8K
IMG Wealth Management, Inc.15,907
0.2% of portfolio›$340.3K
Tempus Wealth Planning, LLC15,901
0.1% of portfolio›$340.1K
Integrity Advisory Solutions, LLC15,445
0.0% of portfolio›$330.4K
Dynamic Advisor Solutions LLC15,277
0.0% of portfolio›$326.8K
Rede Wealth, LLC14,924
0.1% of portfolio›$319.2K
KFA Private Wealth Group, LLC14,919
0.1% of portfolio›$319.1K
American Institute for Advanced Investment Management, LLP14,770
0.2% of portfolio›$315.9K
Unify Financial Advisors14,440
0.3% of portfolio›$308.9K
Advisory Resource Group14,411
0.0% of portfolio›$308.2K
Ballast Rock Private Wealth LLC14,094
0.1% of portfolio›$301.5K
Cap Partners, LLC13,283
0.1% of portfolio›$284.1K
Harmony Asset Management LLC12,650
0.1% of portfolio›$270.6K
Mascoma Wealth Management LLC12,277
0.0% of portfolio›$262.6K
B. Riley Wealth Advisors, Inc.12,252
0.0% of portfolio›$262.1K
RDA Financial Network12,181
0.1% of portfolio›$260.6K
Invested Advisors11,804
0.2% of portfolio›$252.5K
Farther Finance Advisors, LLC11,346
0.0% of portfolio›$242.7K
Meridian Wealth Management, LLC11,250
0.0% of portfolio›$240.6K
Park State Asset Management11,159
0.2% of portfolio›$238.7K
Total Clarity Wealth Management, Inc.11,125
0.0% of portfolio›$238.0K
Schwallier Wealth Management LLC10,718
0.1% of portfolio›$229.3K
Crusonia Wealth Advisors LLC10,456
0.0% of portfolio›$223.7K
Axxcess Wealth Management, LLC10,357
0.0% of portfolio›$221.5K
Procyon Advisors, LLC10,088
0.0% of portfolio›$215.8K
Integrated Advisors Network LLC10,053
0.0% of portfolio›$215.0K
Cullen T Bankers, Inc.10,000
0.0% of portfolio›$213.9K
First Citizens Financial Corp9,900
0.1% of portfolio›$211.8K
Creative Financial Designs Inc9,743
0.0% of portfolio›$208.4K
WealthBridge Capital Management, LLC9,649
0.0% of portfolio›$206.4K
Vontobel Holding Ltd.9,624
0.0% of portfolio›$205.9K
Key Capital Management, Inc8,513
0.1% of portfolio›$182.1K
Spire Wealth Management8,238
0.0% of portfolio›$176.2K
Kingdom Financial Group Llc.7,621
0.0% of portfolio›$163.0K
CX Institutional6,143
0.0% of portfolio›$131
Capital Investment Advisory Services, LLC4,711
0.0% of portfolio›$100.5K
Latitude Advisors, LLC4,640
0.0% of portfolio›$99.2K
Independence Bank of Kentucky4,590
0.0% of portfolio›$98.2K
MassMutual Private Wealth & Trust, FSB3,739
0.0% of portfolio›$80.0K
Richardson Financial Services Inc.3,613
0.0% of portfolio›$77.3K
First United Bank & Trust3,196
0.0% of portfolio›$68.4K
AlphaCore Capital LLC2,956
0.0% of portfolio›$63.2K
Westside Investment Management, Inc.2,500
0.0% of portfolio›$53.5K
Realta Investment Advisors2,446
0.0% of portfolio›$52.3K
Lanark Financial, Inc.2,014
0.0% of portfolio›$43.1K
Rossby Financial, LCC1,849
0.0% of portfolio›$39.6K
EverSource Wealth Advisors, LLC1,645
0.0% of portfolio›$35.2K
Winthrop Capital Management, LLC1,626
0.0% of portfolio›$34.8K
United Financial Planning Group LLC1,622
0.0% of portfolio›$34.7K
Lloyd Advisory Services, Llc.1,550
0.0% of portfolio›$33.2K
Larson Financial Group LLC1,304
0.0% of portfolio›$27.9K
First Premier Bank1,000
0.0% of portfolio›$21
Signature Equity Partners, LLC827
0.0% of portfolio›$17.7K
Horizon Financial Services, LLC742
0.0% of portfolio›$15.9K
Elevated Capital Advisors, LLC719
0.0% of portfolio›$15.4K
Balance Wealth Partners LLC694
0.0% of portfolio›$14.8K
CoreCap Advisors, LLC596
0.0% of portfolio›$12.8K
Blueline Advisors LLC580
0.0% of portfolio›$12.4K
Nova Financial LLC421
0.0% of portfolio›$9.0K
Ascentis Independent Advisors393
0.0% of portfolio›$8.4K
Raleigh Capital Management Inc.323
0.0% of portfolio›$6.9K
Archer Investment Corp290
0.0% of portfolio›$6.2K
Signaturefd, LLC271
0.0% of portfolio›$5.8K
Versant Capital Management, Inc258
0.0% of portfolio›$5.5K
Parallel Advisors, LLC170
0.0% of portfolio›$3.6K
Evolution Wealth Management Inc.106
0.0% of portfolio›$2.3K
Financial Network Wealth Advisors LLC91
0.0% of portfolio›$1.9K
Triumph Capital Management22
0.0% of portfolio›$471
Ashton Thomas Private Wealth, LLC7
0.0% of portfolio›$150
StyleTurnoverLocationFiled
Cliftonlarsonallen Wealth Advisors, LLC
4,430,218$94.8M1.2%ETFLowMinneapolis, MN2026-10-14
Bank of New York Mellon Corp
3,747,173$80.2M0.0%CoreLowNew York, NY2026-11-05
Sofi Wealth, LLC
2,349,078$50.2M1.9%ETFVery LowSan Francisco, CA2026-10-27
Commonwealth Equity Services, LLC
1,150,957$24.6M0.0%ETFLowWaltham, MA2026-11-02
Gerber Kawasaki Wealth & Investment Management
826,071$17.7M0.4%ETFLowSanta Monica, CA2026-10-29
Avidian Wealth Enterprises, LLC
644,939$13.8M0.4%ETFLowHouston, TX2026-10-08
Vise Technologies, Inc.
627,447$13.4M0.1%IndexLowNew York, NY2026-10-29
Shepherd Financial Partners LLC
576,949$12.3M1.0%ETFLowWinchester, MA2026-11-03
Thrivent Financial for Lutherans
554,031$11.9M0.0%GARPMediumMinneapolis, MN2026-11-05
Assetmark, Inc
493,561$10.6M0.0%ETFLowConcord, CA2026-10-21
West Wealth Group, LLC
428,314$9.2M1.4%ETFMediumIrvine, CA2026-10-14
Buttonwood Financial Group, LLC
409,830$8.8M4.4%ETFMediumKansas City, MO2026-10-16
Fifth Third Bancorp
375,460$8.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Ascent Group, LLC
342,926$7.3M0.2%CoreLowVirginia Beach, VA2026-10-30
Stewardship Advisors, LLC
325,062$7.0M1.4%ETFMediumMount Joy, PA2026-10-20
Wealth Enhancement Advisory Services, LLC
307,158$6.5M0.0%CoreLowPlymouth, MN2026-10-13
Entrust Financial LLC
284,536$6.1M3.0%ETFLowWayne, PA2026-11-04
Perigon Wealth Management, LLC
272,001$5.8M0.1%GrowthLowSan Francisco, CA2026-10-22
Golden State Wealth Management, LLC
266,386$5.7M0.5%ETFMediumSanta Ana, CA2026-11-02
Goodman Advisory Group, LLC
227,789$4.9M1.1%GrowthHighNeedham, MA2026-11-02
MGO One Seven LLC
223,431$4.8M0.1%GrowthLowBeachwood, OH2026-10-28
Traphagen Investment Advisors LLC
210,890$4.5M0.3%ETFLowOradell, NJ2026-10-14
1900 Wealth Management LLC
202,042$4.3M0.2%ETFLowSan Antonio, TX2026-10-13
Hudock, Inc.
199,621$4.3M0.5%ETFLowWilliamsport, PA2026-10-14
Elevation Point Wealth Partners, LLC
196,398$4.2M0.1%CoreHighDenver, CO2026-11-05
Ashton Thomas Securities, LLC
186,431$4.0M0.4%ETFMediumRochester, NY2026-10-26
Confluence Investment Management LLC
184,114$3.9M0.1%ValueMediumSt. Louis, MO2026-10-01
US Bancorp \de\
181,617$3.9M0.0%IndexLowMinneapolis, MN2026-11-05
Connecticut Capital Management Group, LLC
179,677$3.8M3.1%GrowthLowMilford, CT2026-10-29
Simon Quick Advisors, LLC
172,001$3.7M0.1%ETFLowMorristown, NJ2026-10-26
McAdam, LLC
171,261$3.7M0.1%ETFLowPhiladelphia, PA2026-10-21
Truist Financial Corp
170,332$3.6M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
162,788$3.5M0.0%CoreLowAustin, TX2026-11-02
Skyline Advisors, Inc.
145,397$3.1M1.0%ETFMediumBellingham, WA2026-11-03
Cambridge Investment Research Advisors, Inc.
143,100$3.1M0.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
142,740$3.1M0.1%ETFMediumNew York, NY2026-10-26
TD Private Client Wealth LLC
139,324$3.0M0.1%ETFLowNew York, NY2026-10-28
Targeted Financial Services LLC
138,811$3.0M2.2%ETFLowSeminole, FL2026-10-19
Archer Investment Management, LLC
116,736$2.5M0.8%ETFHighAustin, TX2026-10-13
Concurrent Investment Advisors, LLC
113,074$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Quadrant Private Wealth Management, LLC
101,295$2.2M0.3%GrowthLowCenter Valley, PA2026-11-04
Financial Life Advisors
96,159$2.1M0.6%ETFLowSan Antonio, TX2026-10-14
Leeward Financial Partners, LLC
94,024$2.0M0.5%GrowthMediumBellevue, WA2026-10-23
SteelPeak Wealth, LLC
82,756$1.8M0.0%GrowthHighWoodland Hills, CA2026-10-16
ShoreHaven Wealth Partners, LLC
80,401$1.7M0.5%ETFMediumRed Bank, NJ2026-10-16
Atria Investments, Inc
73,283$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Willis Johnson Wealth, Inc.
71,057$1.5M0.1%ETFLowHouston, TX2026-11-03
Aprio Wealth Management, LLC
70,498$1.5M0.1%ETFMediumAtlanta, GA2026-10-28
Novem Group
69,500$1.5M0.1%ETFMediumRochester, NY2026-10-19
Choreo, LLC
68,512$1.5M0.0%IndexLowRockford, IL2026-10-28
First Heartland Consultants, Inc.
68,225$1.5M0.1%ETFMediumLake St. Louis, MO2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
63,287$1.4M0.1%ETFMediumWestlake, OH2026-10-14
Claro Advisors Inc.
56,336$1.2M0.1%CoreLowBoston, MA2026-11-02
Private Trust Co NA
53,613$1.1M0.1%CoreLowCleveland, OH2026-10-20
Ehrlich Financial Group
52,553$1.1M0.6%ETFHighLaguna Niguel, CA2026-10-20
Keybank National Association
51,316$1.1M0.0%CoreLowBrooklyn, OH2026-11-04
Diversify Advisory Services, LLC
49,692$1.1M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
49,692$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Bernardo Wealth Planning LLC
49,266$1.1M0.1%ETFVery LowHarleysville, PA2026-10-23
Uptick Partners, LLC
46,791$1.0M0.1%ETFLowNacogdoches, TX2026-11-04
Venture Visionary Partners LLC
45,688$977.3K0.0%CoreLowSylvania, OH2026-10-07
Tenet Wealth Partners, LLC
44,166$944.7K0.7%ETFN/AChampaign, IL2026-10-19
Focus Wealth Advisors, LLC
42,051$899.5K0.4%ETFLowHouston, TX2026-10-14
A4 Wealth Advisors LLC
40,881$874.4K0.6%ETFHighHuntersville, NC2026-10-20
Anderson Hoagland & Co
39,541$860.4K0.1%ETFLowSt Louis, MO2026-10-23
TSG Advice Partners, LLC
35,396$832.5K0.1%ETFN/AColumbus, OH2026-10-29
Veltria Advisors Corp.
35,109$751.0K0.9%ETFMediumMiami, FL2026-11-05
Oasis Advisors, LLC
34,702$742.3K0.3%ETFMediumForest City, IA2026-10-16
IFP Advisors, Inc
33,805$723.1K0.0%GrowthLowTampa, FL2026-10-16
King Luther Capital Management Corp
33,597$718.6K0.0%CoreLowFort Worth, TX2026-11-05
Creative Planning
33,325$712.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Colonial River Investments, LLC
32,755$700.6K0.2%GrowthMediumMidlothian, VA2026-10-19
Blue Trust, Inc.
32,416$693.4K0.0%ETFLowBrentwood, TN2026-10-15
FF Advisors,LLC
31,437$672.4K0.2%ETFLowManhattan Beach, CA2026-10-21
Affinity Capital Advisors, LLC
31,185$664.6K0.1%ETFLowBerkeley, CA2026-10-13
Wealthcare Advisory Partners LLC
28,769$615.4K0.0%ETFLowWest Chester, PA2026-10-21
Sowell Financial Services LLC
28,073$600.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Apeiron RIA LLC
27,817$595.6K0.1%ETFMediumDallas, TX2026-10-08
Flagship Harbor Advisors, LLC
27,605$590.5K0.0%ETFMediumBoston, MA2026-10-26
J.W. Cole Advisors, Inc.
27,589$590.1K0.0%IndexLowTampa, FL2026-11-05
15 Wealth Advisors LLC
26,930$576.0K0.1%ETFN/AMundelein, IL2026-10-14
SAX Wealth Advisors, LLC
26,126$558.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Balefire, LLC
23,891$511.0K0.1%ETFMediumDallas, TX2026-10-09
Asset One Wealth Management LLC
22,514$481.6K0.0%GrowthLowBellevue, WA2026-11-02
Flynn Zito Capital Management, LLC
21,879$468.0K0.1%ETFLowGarden City, NY2026-11-04
LCW Services, LLC
20,710$443.0K0.2%ETFLowVirginia Beach, VA2026-10-21
Ackerman Capital Advisors, LLC
18,860$403.4K0.1%ETFLowDallas, TX2026-10-30
Titleist Asset Management, LLC
18,654$399.0K0.0%ETFLowSan Antonio, TX2026-10-08
Kestra Private Wealth Services, LLC
18,361$392.7K0.0%GrowthLowAustin, TX2026-10-30
Revisor Wealth Management LLC
18,343$396.9K0.1%CoreLowAkron, OH2026-10-20
Courier Capital LLC
18,029$385.6K0.0%ETFLowBuffalo, NY2026-10-19
PKS Advisory Services, LLC
17,948$422.1K0.1%ETFMediumAlbany, NY2026-10-26
Sepio Capital, LP
17,484$374.0K0.0%ETFLowSalt Lake City, UT2026-10-22
Sanchez Gaunt Capital Management, LLC
17,360$371.3K0.2%ETFN/AReno, NV2026-11-03
Melone Private Wealth, LLC
17,239$368.8K0.1%ETFMediumAuburn Hills, MI2026-10-16
Town Capital LLC
16,625$355.6K0.2%ETFHighBel Air, MD2026-11-03
Integrated Wealth Management
16,526$353.5K0.3%ETFHighUniontown, OH2026-10-19
Wrenne Financial Planning LLC
16,494$352.8K0.1%ETFVery LowLexington, KY2026-10-30
IMG Wealth Management, Inc.
15,907$340.3K0.2%ETFMediumJacksonville, FL2026-10-27
Tempus Wealth Planning, LLC
15,901$340.1K0.1%ETFMediumIrvine, CA2026-10-14
Integrity Advisory Solutions, LLC
15,445$330.4K0.0%ETFMediumDallas, TX2026-10-29
Dynamic Advisor Solutions LLC
15,277$326.8K0.0%ETFLowPhoenix, AZ2026-10-13
Rede Wealth, LLC
14,924$319.2K0.1%ValueMediumCharlottesville, VA2026-10-22
KFA Private Wealth Group, LLC
14,919$319.1K0.1%ETFLowTysons, VA2026-10-07
American Institute for Advanced Investment Management, LLP
14,770$315.9K0.2%ETFLowScottsdale, AZ2026-11-03
Unify Financial Advisors
14,440$308.9K0.3%ETFMediumClearwater, FL2026-11-03
Advisory Resource Group
14,411$308.2K0.0%GARPMediumTulsa, OK2026-10-26
Ballast Rock Private Wealth LLC
14,094$301.5K0.1%ETFMediumCharleston, SC2026-10-26
Cap Partners, LLC
13,283$284.1K0.1%ETFLowFranklin, TN2026-10-19
Harmony Asset Management LLC
12,650$270.6K0.1%GrowthMediumScottsdale, AZ2026-10-20
Mascoma Wealth Management LLC
12,277$262.6K0.0%ETFVery LowHanover, NH2026-10-23
B. Riley Wealth Advisors, Inc.
12,252$262.1K0.0%GrowthLowMemphis, TN2026-10-13
RDA Financial Network
12,181$260.6K0.1%GrowthMediumAkron, IA2026-10-15
Invested Advisors
11,804$252.5K0.2%CoreMediumState College, PA2026-10-23
Farther Finance Advisors, LLC
11,346$242.7K0.0%IndexLowSan Francisco, CA2026-10-08
Meridian Wealth Management, LLC
11,250$240.6K0.0%GrowthLowLexington, KY2026-11-05
Park State Asset Management
11,159$238.7K0.2%CoreVery LowBeverly, MA2026-11-02
Total Clarity Wealth Management, Inc.
11,125$238.0K0.0%ETFMediumSt. Charles, IL2026-10-26
Schwallier Wealth Management LLC
10,718$229.3K0.1%ETFHighGrand Rapids, MI2026-11-05
Crusonia Wealth Advisors LLC
10,456$223.7K0.0%ETFVery LowDenver, CO2026-10-26
Axxcess Wealth Management, LLC
10,357$221.5K0.0%CoreLowCarlsbad, CA2026-10-21
Procyon Advisors, LLC
10,088$215.8K0.0%CoreVery LowShelton, CT2026-10-21
Integrated Advisors Network LLC
10,053$215.0K0.0%GrowthMediumDallas, TX2026-10-20
Cullen T Bankers, Inc.
10,000$213.9K0.0%GrowthLowSan Antonio, TX2026-10-28
First Citizens Financial Corp
9,900$211.8K0.1%ETFLowMason City, IA2026-10-02
Creative Financial Designs Inc
9,743$208.4K0.0%ETFMediumKokomo, IN2026-11-04
WealthBridge Capital Management, LLC
9,649$206.4K0.0%ETFLowWesterville, OH2026-10-16
Vontobel Holding Ltd.
9,624$205.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Key Capital Management, Inc
8,513$182.1K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Spire Wealth Management
8,238$176.2K0.0%GrowthMediumMclean, VA2026-10-30
Kingdom Financial Group Llc.
7,621$163.0K0.0%ETFMediumPeoria, AZ2026-11-04
CX Institutional
6,143$1310.0%CoreMediumAuburn, IN2026-10-02
Capital Investment Advisory Services, LLC
4,711$100.5K0.0%CoreMediumRaleigh, NC2026-10-30
Latitude Advisors, LLC
4,640$99.2K0.0%ETFLowYorkville, IL2026-10-27
Independence Bank of Kentucky
4,590$98.2K0.0%GrowthLowOwensboro, KY2026-10-26
MassMutual Private Wealth & Trust, FSB
3,739$80.0K0.0%CoreLowSpringfield, MA2026-10-05
Richardson Financial Services Inc.
3,613$77.3K0.0%GrowthMediumMedway, MA2026-10-30
First United Bank & Trust
3,196$68.4K0.0%CoreLowOakland, MD2026-10-22
AlphaCore Capital LLC
2,956$63.2K0.0%ETFLowLa Jolla, CA2026-11-04
Westside Investment Management, Inc.
2,500$53.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Realta Investment Advisors
2,446$52.3K0.0%GrowthMediumWilmington, DE2026-10-14
Lanark Financial, Inc.
2,014$43.1K0.0%CoreMediumBirmingham, AL2026-10-26
Rossby Financial, LCC
1,849$39.6K0.0%ETFMediumMelbourne, FL2026-11-05
EverSource Wealth Advisors, LLC
1,645$35.2K0.0%CoreMediumBirmingham, AL2026-11-04
Winthrop Capital Management, LLC
1,626$34.8K0.0%ETFLowCarmel, IN2026-11-05
United Financial Planning Group LLC
1,622$34.7K0.0%ETFHighHauppauge, NY2026-11-04
Lloyd Advisory Services, Llc.
1,550$33.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Larson Financial Group LLC
1,304$27.9K0.0%GrowthLowSt Louis, MO2026-11-05
First Premier Bank
1,000$210.0%CoreVery LowSioux Falls, SD2026-10-13
Signature Equity Partners, LLC
827$17.7K0.0%GrowthMediumColumbus, OH2026-10-29
Horizon Financial Services, LLC
742$15.9K0.0%ETFLowWinston Salem, NC2026-11-04
Elevated Capital Advisors, LLC
719$15.4K0.0%ETFMediumSandy, UT2026-11-04
Balance Wealth Partners LLC
694$14.8K0.0%ETFMediumWorthington, OH2026-10-27
CoreCap Advisors, LLC
596$12.8K0.0%ETFMediumSouthfield, MI2026-10-08
Blueline Advisors LLC
580$12.4K0.0%ETFLowExeter, NH2026-10-15
Nova Financial LLC
421$9.0K0.0%N/AN/ATucson, AZ2026-11-04
Ascentis Independent Advisors
393$8.4K0.0%ETFLowDallas, TX2026-11-03
Raleigh Capital Management Inc.
323$6.9K0.0%CoreMediumCary, NC2026-10-28
Archer Investment Corp
290$6.2K0.0%CoreMediumCarmel, IN2026-11-05
Signaturefd, LLC
271$5.8K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
258$5.5K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
170$3.6K0.0%IndexLowSan Francisco, CA2026-11-03
Evolution Wealth Management Inc.
106$2.3K0.0%ETFMediumFort Myers, FL2026-10-28
Financial Network Wealth Advisors LLC
91$1.9K0.0%ETFLowMurray, UT2026-10-28
Triumph Capital Management
22$4710.0%ETFMediumDenver, CO2026-10-14
Ashton Thomas Private Wealth, LLC
7$1500.0%CoreMediumScottsdale, AZ2026-11-03