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Invesco KBW Bank ETF (KBWB)

CUSIP: 46138E628 | NYSE | 775 institutional holders

Quarters

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

Harel Insurance Investments & Financial Services Ltd.1,678,270
1.8% of portfolio›$146.4M
Temasek Holdings (Private) Ltd1,619,585
0.4% of portfolio›$141.3M
Meitav Investment House LTD967,645
0.5% of portfolio›$84.4M
Annex Advisory Services, LLC811,651
1.2% of portfolio›$70.8M
Ledyard National Bank228,501
1.6% of portfolio›$19.9M
RFG Holdings, Inc.193,222
3.3% of portfolio›$16.0M
Ayalon Insurance Comp Ltd.172,700
0.0% of portfolio›$15.1K
Capital Asset Advisory Services LLC166,871
0.5% of portfolio›$14.7M
Exchange Traded Concepts, LLC154,002
0.1% of portfolio›$13.4M
Valley Wealth Managers, Inc.134,591
0.7% of portfolio›$11.7M
Union Bancaire Privee, UBP SA113,100
0.1% of portfolio›$8.3M
Wealthcare Advisory Partners LLC88,968
0.1% of portfolio›$7.8M
Harbor Capital Advisors, Inc.86,778
0.0% of portfolio›$7.6K
WP Advisors, LLC80,651
1.6% of portfolio›$7.0M
First International Bank of Israel Ltd.72,409
2.6% of portfolio›$6.3M
Kestra Advisory Services, LLC63,102
0.0% of portfolio›$5.5M
Silphium Asset Management Ltd61,006
1.7% of portfolio›$5.3M
Sumitomo Mitsui Trust Group, Inc.56,554
0.0% of portfolio›$4.9M
Csenge Advisory Group53,131
0.2% of portfolio›$4.6M
Hazlett, Burt & Watson, Inc.42,428
1.1% of portfolio›$2.0M
Quattro Financial Advisors LLC41,877
0.8% of portfolio›$3.7M
Pinnacle Wealth Management Group, Inc.39,226
1.6% of portfolio›$3.4M
Crown Wealth Group, LLC37,909
0.8% of portfolio›$3.3M
Central Pacific Bank - Trust Division36,260
0.3% of portfolio›$3.2M
AdvisorNet Financial, Inc35,573
0.1% of portfolio›$3.0M
Juncture Wealth Strategies, LLC32,149
0.7% of portfolio›$2.8M
Simplex Trading, LLC30,400
0.0% of portfolio›$2.7M
Cambridge Investment Research Advisors, Inc.28,216
0.0% of portfolio›$2.5M
Oppenheimer & Co Inc27,948
0.0% of portfolio›$2.4M
IFS Advisors, LLC26,481
0.7% of portfolio›$2.3M
Integrity Alliance, Llc.25,966
0.1% of portfolio›$2.3M
Magnus Financial Group LLC24,843
0.1% of portfolio›$2.2M
Archford Capital Strategies, LLC24,624
0.2% of portfolio›$2.1M
Commonwealth Equity Services, LLC21,925
0.0% of portfolio›$1.9M
Farther Finance Advisors, LLC20,523
0.0% of portfolio›$1.8M
Eastern Bank20,152
0.0% of portfolio›$1.8M
Vontobel Holding Ltd.17,570
0.0% of portfolio›$1.5M
Sowell Financial Services LLC16,987
0.0% of portfolio›$1.5M
Citigroup Inc16,777
0.0% of portfolio›$1.5M
Oregon Pacific Wealth Management, LLC16,063
1.3% of portfolio›$1.4M
StoneX Group Inc.15,112
0.0% of portfolio›$1.3M
Banque Pictet & CIE SA14,500
0.0% of portfolio›$1.3M
Puff Wealth Management, LLC13,796
1.1% of portfolio›$1.2M
Parsons Capital Management Inc13,541
0.1% of portfolio›$1.2M
Robertson Stephens Wealth Management, LLC13,301
0.0% of portfolio›$1.2M
Truist Financial Corp13,068
0.0% of portfolio›$1.1M
City Center Advisors, LLC11,732
0.8% of portfolio›$1.0M
Wespac Advisors SoCal, LLC11,601
0.2% of portfolio›$1.0M
Rockland Trust Co11,152
0.0% of portfolio›$972.8K
Dumont & Blake Investment Advisors LLC10,711
0.2% of portfolio›$934.3K
Financial Management Professionals, Inc.10,567
0.1% of portfolio›$921.8K
Koshinski Asset Management, Inc.8,548
0.0% of portfolio›$745.6K
Vise Technologies, Inc.8,213
0.0% of portfolio›$716.4K
OpenArc Corporate Advisory, LLC7,684
0.0% of portfolio›$670.3K
Globalt Investments LLC / GA7,394
0.0% of portfolio›$645.0K
Independent Financial Group, LLC7,209
0.0% of portfolio›$628.8K
Bank Julius Baer & Co. Ltd, Zurich7,000
0.0% of portfolio›$610.6K
Concurrent Investment Advisors, LLC6,763
0.0% of portfolio›$589.9K
Clark Asset Management, LLC6,679
0.0% of portfolio›$582.6K
Leuthold Group, LLC6,339
0.1% of portfolio›$553.0K
Creative Planning6,233
0.0% of portfolio›$543.7K
One Day In July LLC6,078
0.0% of portfolio›$530.2K
Tanager Wealth Management LLP6,057
0.0% of portfolio›$528.4K
Investment Research Partners LLC5,496
0.2% of portfolio›$479.4K
Allspring Global Investments Holdings, LLC5,138
0.0% of portfolio›$447.3K
Chicago Capital, LLC4,810
0.0% of portfolio›$419.6K
Avail Investment Partners, LLC4,665
0.3% of portfolio›$406.9K
Princeton Global Asset Management LLC4,525
0.1% of portfolio›$394.7K
Shepherd Financial Partners LLC4,396
0.0% of portfolio›$383.5K
Silverlake Wealth Management LLC4,060
0.1% of portfolio›$354.1K
Ashton Thomas Private Wealth, LLC3,949
0.0% of portfolio›$344.5K
Krilogy Financial LLC3,943
0.0% of portfolio›$346.9K
Wesbanco Bank Inc3,784
0.0% of portfolio›$330.1K
Spire Wealth Management3,571
0.0% of portfolio›$311.5K
Accredited Investors Inc.3,549
0.0% of portfolio›$309.6K
Elco Management Co., LLC3,500
0.1% of portfolio›$305.3K
Quadcap Wealth Management, LLC3,491
0.0% of portfolio›$304.5K
Chicago Partners Investment Group LLC3,446
0.0% of portfolio›$301.7K
Elm3 Financial Group, LLC3,404
0.2% of portfolio›$297.0K
Fairscale Capital, LLC3,398
0.2% of portfolio›$300.5K
TD Waterhouse Canada Inc.3,371
0.0% of portfolio›$293.4K
Integrity Advisory Solutions, LLC3,369
0.0% of portfolio›$293.9K
Creative Financial Designs Inc3,225
0.0% of portfolio›$281.3K
RFG Advisory, LLC3,217
0.0% of portfolio›$280.6K
Choreo, LLC3,014
0.0% of portfolio›$262.9K
Farmers & Merchants Trust Co of Long Beach2,976
0.1% of portfolio›$259.6K
Sagespring Wealth Partners, LLC2,959
0.0% of portfolio›$258.2K
Mission Wealth Management, LP2,800
0.0% of portfolio›$244.2K
Sapient Capital LLC2,779
0.0% of portfolio›$242.4K
Hardin Capital Partners, LLC2,757
0.1% of portfolio›$240.5K
Carlson Financial, Inc.2,749
0.1% of portfolio›$239.8K
Fifth Third Securities, Inc.2,745
0.0% of portfolio›$239.4K
Simplicity Wealth,LLC2,669
0.0% of portfolio›$232.8K
Murphy & Mullick Capital Management Corp2,575
0.1% of portfolio›$224.6K
Lynx Investment Advisory2,484
0.1% of portfolio›$216.7K
MRA Advisory Group2,444
0.1% of portfolio›$213.2K
Collar Capital Management, LLC2,399
0.1% of portfolio›$209.3K
Finley Financial, LLC2,250
0.1% of portfolio›$195.9K
Latitude Advisors, LLC1,908
0.1% of portfolio›$166.5K
Acropolis Investment Management, LLC1,562
0.0% of portfolio›$136.3K
Trust Co of Vermont1,392
0.0% of portfolio›$121.4K
Capital Investment Advisory Services, LLC1,300
0.0% of portfolio›$113.4K
Sage Mountain Advisors LLC1,154
0.0% of portfolio›$100.7K
Farmers & Merchants Investments Inc819
0.0% of portfolio›$71.4K
Y.D. More Investments Ltd810
0.0% of portfolio›$70.7K
MTM Investment Management, LLC515
0.0% of portfolio›$45.0K
Mosley Wealth Management467
0.0% of portfolio›$40.5K
Private Trust Co NA458
0.0% of portfolio›$40.0K
IFP Advisors, Inc436
0.0% of portfolio›$38.0K
Activest Wealth Management425
0.0% of portfolio›$37.1K
Blume Capital Management, Inc.400
0.0% of portfolio›$34.9K
Beacon Investment Advisory Services, Inc.258
0.0% of portfolio›$22.5K
Asset Dedication, LLC234
0.0% of portfolio›$20.4K
Blue Trust, Inc.208
0.0% of portfolio›$18.2K
Assetmark, Inc201
0.0% of portfolio›$17.5K
Piscataqua Savings Bank180
0.0% of portfolio›$15.7K
Advocate Investing Services LLC180
0.0% of portfolio›$15.7K
CoreCap Advisors, LLC178
0.0% of portfolio›$15.5K
Kingdom Financial Group Llc.164
0.0% of portfolio›$14.3K
Pittenger & Anderson Inc158
0.0% of portfolio›$13.8K
Bfsg, LLC154
0.0% of portfolio›$13.4K
Key FInancial Inc141
0.0% of portfolio›$12.3K
Harbor Investment Advisory, LLC135
0.0% of portfolio›$11.8K
AlphaCore Capital LLC134
0.0% of portfolio›$11.7K
Nemes Rush Group LLC122
0.0% of portfolio›$10.6K
NorthAvenue LLC117
0.0% of portfolio›$10.2K
Root Financial Partners, LLC114
0.0% of portfolio›$9.9K
Lanark Financial, Inc.103
0.0% of portfolio›$9.0K
Nfsg Corp100
0.0% of portfolio›$8.7K
Mondrian Investment Partners LTD96
0.0% of portfolio›$8.3K
PFS Partners, LLC95
0.0% of portfolio›$8.3K
Team Financial Group, LLC85
0.0% of portfolio›$7.4K
High Note Wealth, LLC64
0.0% of portfolio›$5.6K
Access Investment Management LLC60
0.0% of portfolio›$5.2K
Rachor Investment Advisory Services, LLC53
0.0% of portfolio›$4.6K
Triumph Capital Management53
0.0% of portfolio›$4.6K
Ascentis Wealth Management, LLC53
0.0% of portfolio›$4.6K
Quaker Wealth Management, LLC41
0.0% of portfolio›$3.6K
Parallel Advisors, LLC40
0.0% of portfolio›$3.5K
Carolina Wealth Advisors, LLC39
0.0% of portfolio›$3.4K
Pinnacle Wealth Planning Services, Inc.35
0.0% of portfolio›$3.1K
Wolff Wiese Magana LLC33
0.0% of portfolio›$2.9K
Duncker Streett & Co Inc33
0.0% of portfolio›$2.9K
Compass Financial Management LLC31
0.0% of portfolio›$2.7K
American National Bank & Trust31
0.0% of portfolio›$2.7K
Signaturefd, LLC28
0.0% of portfolio›$2.4K
Hilton Head Capital Partners, LLC26
0.0% of portfolio›$2.3K
Ascentis Independent Advisors25
0.0% of portfolio›$2.2K
Newton One Investments LLC22
0.0% of portfolio›$1.9K
Abound Wealth Management22
0.0% of portfolio›$1.9K
TFC Financial Management, Inc.17
0.0% of portfolio›$1.5K
Biltmore Family Office, LLC16
0.0% of portfolio›$1.4K
Balance Wealth Partners LLC15
0.0% of portfolio›$1.3K
EverSource Wealth Advisors, LLC13
0.0% of portfolio›$1.2K
MassMutual Private Wealth & Trust, FSB12
0.0% of portfolio›$1.0K
Country Trust Bank12
0.0% of portfolio›$1.0K
Mechanics Financial Corp11
0.0% of portfolio›$960
Barrett & Company, Inc.8
0.0% of portfolio›$698
StyleTurnoverLocationFiled
Harel Insurance Investments & Financial Services Ltd.
1,678,270$146.4M1.8%GrowthHighRamat Gan, Luxembourg2026-11-02
Temasek Holdings (Private) Ltd
1,619,585$141.3M0.4%GrowthLowSingapore, Turkey2026-10-28
Meitav Investment House LTD
967,645$84.4M0.5%ETFMediumBene-Beraq, Luxembourg2026-10-28
Annex Advisory Services, LLC
811,651$70.8M1.2%GrowthHighBrookfield, WI2026-10-16
Ledyard National Bank
228,501$19.9M1.6%CoreLowHanover, NH2026-10-21
RFG Holdings, Inc.
193,222$16.0M3.3%ETFLowArgyle, TX2026-10-30
Ayalon Insurance Comp Ltd.
172,700$15.1K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Capital Asset Advisory Services LLC
166,871$14.7M0.5%ETFLowWilliamston, MI2026-10-30
Exchange Traded Concepts, LLC
154,002$13.4M0.1%GrowthMediumOklahoma City, OK2026-10-28
Valley Wealth Managers, Inc.
134,591$11.7M0.7%GARPMediumParamus, NJ2026-10-09
Union Bancaire Privee, UBP SA
113,100$8.3M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
Wealthcare Advisory Partners LLC
88,968$7.8M0.1%ETFLowWest Chester, PA2026-10-21
Harbor Capital Advisors, Inc.
86,778$7.6K0.0%ValueHighChicago, IL2026-10-22
WP Advisors, LLC
80,651$7.0M1.6%CoreLowSan Francisco, CA2026-10-22
First International Bank of Israel Ltd.
72,409$6.3M2.6%ETFMediumTel Aviv, Luxembourg2026-11-04
Kestra Advisory Services, LLC
63,102$5.5M0.0%CoreLowAustin, TX2026-11-02
Silphium Asset Management Ltd
61,006$5.3M1.7%ETFMediumLondon, United Kingdom2026-10-27
Sumitomo Mitsui Trust Group, Inc.
56,554$4.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Csenge Advisory Group
53,131$4.6M0.2%ETFMediumClearwater, FL2026-11-04
Hazlett, Burt & Watson, Inc.
42,428$2.0M1.1%CoreVery LowWheeling, WV2026-11-04
Quattro Financial Advisors LLC
41,877$3.7M0.8%ETFMediumMontgomery, TX2026-10-15
Pinnacle Wealth Management Group, Inc.
39,226$3.4M1.6%ETFMediumPlymouth, MI2026-10-15
Crown Wealth Group, LLC
37,909$3.3M0.8%ETFMediumCharlotte, NC2026-10-19
Central Pacific Bank - Trust Division
36,260$3.2M0.3%CoreMediumHonolulu, HI2026-10-06
AdvisorNet Financial, Inc
35,573$3.0M0.1%ETFLowMinnetonka, MN2026-10-15
Juncture Wealth Strategies, LLC
32,149$2.8M0.7%ETFLowScottsdale, AZ2026-10-06
Simplex Trading, LLC
30,400$2.7M0.0%CoreVery HighChicago, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
28,216$2.5M0.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
27,948$2.4M0.0%CoreLowNew York, NY2026-10-26
IFS Advisors, LLC
26,481$2.3M0.7%ETFLowOverland Park, KS2026-10-14
Integrity Alliance, Llc.
25,966$2.3M0.1%ETFMediumUrbandale, IA2026-10-29
Magnus Financial Group LLC
24,843$2.2M0.1%ETFLowNew York, NY2026-10-21
Archford Capital Strategies, LLC
24,624$2.1M0.2%GrowthMediumSwansea, IL2026-10-19
Commonwealth Equity Services, LLC
21,925$1.9M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
20,523$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Eastern Bank
20,152$1.8M0.0%GrowthMediumBoston, MA2026-10-05
Vontobel Holding Ltd.
17,570$1.5M0.0%CoreMediumZurich, Switzerland2026-10-16
Sowell Financial Services LLC
16,987$1.5M0.0%CoreLowNorth Little Rock, AR2026-10-23
Citigroup Inc
16,777$1.5M0.0%CoreMediumNew York, NY2026-11-04
Oregon Pacific Wealth Management, LLC
16,063$1.4M1.3%ETFMediumMedford, OR2026-10-20
StoneX Group Inc.
15,112$1.3M0.0%ETFMediumNew York, NY2026-11-03
Banque Pictet & CIE SA
14,500$1.3M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Puff Wealth Management, LLC
13,796$1.2M1.1%ETFLowHaddonfield, NJ2026-10-07
Parsons Capital Management Inc
13,541$1.2M0.1%CoreLowProvidence, RI2026-10-28
Robertson Stephens Wealth Management, LLC
13,301$1.2M0.0%ETFMediumSan Francisco, CA2026-10-16
Truist Financial Corp
13,068$1.1M0.0%CoreLowCharlotte, NC2026-10-30
City Center Advisors, LLC
11,732$1.0M0.8%ETFMediumTroy, MI2026-10-08
Wespac Advisors SoCal, LLC
11,601$1.0M0.2%GrowthMediumPasadena, CA2026-10-13
Rockland Trust Co
11,152$972.8K0.0%CoreLowHanover, MA2026-10-05
Dumont & Blake Investment Advisors LLC
10,711$934.3K0.2%CoreVery LowPrinceton, NJ2026-10-28
Financial Management Professionals, Inc.
10,567$921.8K0.1%ETFMediumAustin, TX2026-10-23
Koshinski Asset Management, Inc.
8,548$745.6K0.0%ETFLowDecatur, IL2026-10-29
Vise Technologies, Inc.
8,213$716.4K0.0%IndexLowNew York, NY2026-10-29
OpenArc Corporate Advisory, LLC
7,684$670.3K0.0%GrowthLowAtlanta, GA2026-10-21
Globalt Investments LLC / GA
7,394$645.0K0.0%ETFLowAtlanta, GA2026-10-27
Independent Financial Group, LLC
7,209$628.8K0.0%GrowthLowSan Diego, CA2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
7,000$610.6K0.0%GrowthMediumZurich, Switzerland2026-10-29
Concurrent Investment Advisors, LLC
6,763$589.9K0.0%GrowthMediumTampa, FL2026-10-16
Clark Asset Management, LLC
6,679$582.6K0.0%ETFVery LowStratham, NH2026-10-19
Leuthold Group, LLC
6,339$553.0K0.1%ValueMediumMinneapolis, MN2026-11-04
Creative Planning
6,233$543.7K0.0%IndexVery LowOverland Park, KS2026-11-02
One Day In July LLC
6,078$530.2K0.0%ETFVery LowBurlington, VT2026-10-30
Tanager Wealth Management LLP
6,057$528.4K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Investment Research Partners LLC
5,496$479.4K0.2%CoreLowLemont, PA2026-10-19
Allspring Global Investments Holdings, LLC
5,138$447.3K0.0%CoreMediumCharlotte, NC2026-11-04
Chicago Capital, LLC
4,810$419.6K0.0%GrowthLowChicago, IL2026-10-13
Avail Investment Partners, LLC
4,665$406.9K0.3%CoreMediumLemont, PA2026-10-16
Princeton Global Asset Management LLC
4,525$394.7K0.1%GrowthLowPrinceton, NJ2026-10-21
Shepherd Financial Partners LLC
4,396$383.5K0.0%ETFLowWinchester, MA2026-11-03
Silverlake Wealth Management LLC
4,060$354.1K0.1%ETFLowWilliston, VT2026-10-21
Ashton Thomas Private Wealth, LLC
3,949$344.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Krilogy Financial LLC
3,943$346.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Wesbanco Bank Inc
3,784$330.1K0.0%CoreLowWheeling, WV2026-11-04
Spire Wealth Management
3,571$311.5K0.0%GrowthMediumMclean, VA2026-10-30
Accredited Investors Inc.
3,549$309.6K0.0%ETFLowEdina, MN2026-11-03
Elco Management Co., LLC
3,500$305.3K0.1%CoreLowNew York, NY2026-10-14
Quadcap Wealth Management, LLC
3,491$304.5K0.0%ETFLowFrisco, TX2026-11-02
Chicago Partners Investment Group LLC
3,446$301.7K0.0%GARPLowChicago, IL2026-10-27
Elm3 Financial Group, LLC
3,404$297.0K0.2%GrowthMediumAlpharetta, GA2026-10-07
Fairscale Capital, LLC
3,398$300.5K0.2%GrowthVery LowNashua, NH2026-11-04
TD Waterhouse Canada Inc.
3,371$293.4K0.0%CoreLowToronto, Australia2026-10-16
Integrity Advisory Solutions, LLC
3,369$293.9K0.0%ETFMediumDallas, TX2026-10-29
Creative Financial Designs Inc
3,225$281.3K0.0%ETFMediumKokomo, IN2026-11-04
RFG Advisory, LLC
3,217$280.6K0.0%ETFMediumBirmingham, AL2026-11-03
Choreo, LLC
3,014$262.9K0.0%IndexLowRockford, IL2026-10-28
Farmers & Merchants Trust Co of Long Beach
2,976$259.6K0.1%CoreVery LowLong Beach, CA2026-10-22
Sagespring Wealth Partners, LLC
2,959$258.2K0.0%ETFLowFranklin, TN2026-10-22
Mission Wealth Management, LP
2,800$244.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Sapient Capital LLC
2,779$242.4K0.0%GrowthMediumIndianapolis, IN2026-10-08
Hardin Capital Partners, LLC
2,757$240.5K0.1%YieldVery LowGreenville, SC2026-10-09
Carlson Financial, Inc.
2,749$239.8K0.1%GrowthLowCanby, OR2026-11-05
Fifth Third Securities, Inc.
2,745$239.4K0.0%ETFLowCincinnati, OH2026-10-21
Simplicity Wealth,LLC
2,669$232.8K0.0%ETFLowSummit, NJ2026-10-23
Murphy & Mullick Capital Management Corp
2,575$224.6K0.1%GrowthLowSmithtown, NY2026-11-02
Lynx Investment Advisory
2,484$216.7K0.1%ETFLowWashington, Dc, DC2026-10-27
MRA Advisory Group
2,444$213.2K0.1%ETFMediumParsippany, NJ2026-10-07
Collar Capital Management, LLC
2,399$209.3K0.1%ValueLowAppleton, WI2026-10-28
Finley Financial, LLC
2,250$195.9K0.1%ETFVery LowLas Vegas, NV2026-10-28
Latitude Advisors, LLC
1,908$166.5K0.1%ETFLowYorkville, IL2026-10-27
Acropolis Investment Management, LLC
1,562$136.3K0.0%ETFLowSt. Louis, MO2026-10-08
Trust Co of Vermont
1,392$121.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Capital Investment Advisory Services, LLC
1,300$113.4K0.0%CoreMediumRaleigh, NC2026-10-30
Sage Mountain Advisors LLC
1,154$100.7K0.0%ETFLowAtlanta, GA2026-11-02
Farmers & Merchants Investments Inc
819$71.4K0.0%CoreVery LowLincoln, NE2026-10-22
Y.D. More Investments Ltd
810$70.7K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
MTM Investment Management, LLC
515$45.0K0.0%CoreVery LowSpartanburg, SC2026-10-30
Mosley Wealth Management
467$40.5K0.0%ETFHighAnaheim, CA2026-10-16
Private Trust Co NA
458$40.0K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
436$38.0K0.0%GrowthLowTampa, FL2026-10-16
Activest Wealth Management
425$37.1K0.0%ETFLowAventura, FL2026-10-15
Blume Capital Management, Inc.
400$34.9K0.0%CoreMediumBerkeley, CA2026-10-26
Beacon Investment Advisory Services, Inc.
258$22.5K0.0%GrowthLowMorristown, NJ2026-10-13
Asset Dedication, LLC
234$20.4K0.0%ETFLowSan Francisco, CA2026-11-03
Blue Trust, Inc.
208$18.2K0.0%ETFLowBrentwood, TN2026-10-15
Assetmark, Inc
201$17.5K0.0%ETFLowConcord, CA2026-10-21
Piscataqua Savings Bank
180$15.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
Advocate Investing Services LLC
180$15.7K0.0%ETFLowWoodbine, MD2026-10-26
CoreCap Advisors, LLC
178$15.5K0.0%ETFMediumSouthfield, MI2026-10-08
Kingdom Financial Group Llc.
164$14.3K0.0%ETFMediumPeoria, AZ2026-11-04
Pittenger & Anderson Inc
158$13.8K0.0%CoreLowLincoln, NE2026-11-02
Bfsg, LLC
154$13.4K0.0%CoreLowIrvine, CA2026-10-30
Key FInancial Inc
141$12.3K0.0%ETFLowWest Chester, PA2026-11-02
Harbor Investment Advisory, LLC
135$11.8K0.0%GrowthLowLutherville, MD2026-10-13
AlphaCore Capital LLC
134$11.7K0.0%ETFLowLa Jolla, CA2026-11-04
Nemes Rush Group LLC
122$10.6K0.0%CoreVery LowNovi, MI2026-11-04
NorthAvenue LLC
117$10.2K0.0%ETFVery LowColumbus, OH2026-10-29
Root Financial Partners, LLC
114$9.9K0.0%ETFMediumEncinitas, CA2026-10-21
Lanark Financial, Inc.
103$9.0K0.0%CoreMediumBirmingham, AL2026-10-26
Nfsg Corp
100$8.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Mondrian Investment Partners LTD
96$8.3K0.0%YieldMediumLondon, United Kingdom2026-10-23
PFS Partners, LLC
95$8.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Team Financial Group, LLC
85$7.4K0.0%ETFLowTemecula, CA2026-10-30
High Note Wealth, LLC
64$5.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Access Investment Management LLC
60$5.2K0.0%Deep ValueLowAtlanta, GA2026-10-23
Rachor Investment Advisory Services, LLC
53$4.6K0.0%ETFVery LowLinden, MI2026-10-29
Triumph Capital Management
53$4.6K0.0%ETFMediumDenver, CO2026-10-14
Ascentis Wealth Management, LLC
53$4.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Quaker Wealth Management, LLC
41$3.6K0.0%ETFMediumMoorestown, NJ2026-10-22
Parallel Advisors, LLC
40$3.5K0.0%IndexLowSan Francisco, CA2026-11-03
Carolina Wealth Advisors, LLC
39$3.4K0.0%YieldHighMyrtle Beach, SC2026-10-23
Pinnacle Wealth Planning Services, Inc.
35$3.1K0.0%GARPLowMansfield, OH2026-10-27
Wolff Wiese Magana LLC
33$2.9K0.0%GrowthLowCarslbad, CA2026-10-15
Duncker Streett & Co Inc
33$2.9K0.0%GrowthLowSt. Louis, MO2026-10-27
Compass Financial Management LLC
31$2.7K0.0%CoreN/ATampa, FL2026-10-30
American National Bank & Trust
31$2.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
Signaturefd, LLC
28$2.4K0.0%IndexLowAtlanta, GA2026-10-23
Hilton Head Capital Partners, LLC
26$2.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Ascentis Independent Advisors
25$2.2K0.0%ETFLowDallas, TX2026-11-03
Newton One Investments LLC
22$1.9K0.0%ETFVery LowNewark, DE2026-10-14
Abound Wealth Management
22$1.9K0.0%ETFVery LowFranklin, TN2026-10-26
TFC Financial Management, Inc.
17$1.5K0.0%ETFVery LowBoston, MA2026-10-26
Biltmore Family Office, LLC
16$1.4K0.0%GrowthLowCharlotte, NC2026-11-03
Balance Wealth Partners LLC
15$1.3K0.0%ETFMediumWorthington, OH2026-10-27
EverSource Wealth Advisors, LLC
13$1.2K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
12$1.0K0.0%CoreLowSpringfield, MA2026-10-05
Country Trust Bank
12$1.0K0.0%GrowthLowBloomington, IL2026-10-30
Mechanics Financial Corp
11$9600.0%CoreVery LowMansfield, OH2026-11-05
Barrett & Company, Inc.
8$6980.0%ETFLowProvidence, RI2026-10-22