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Invesco S&P 500 Revenue ETF (RWL)

CUSIP: 46138G698 | NYSE | 588 institutional holders

Quarters

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

LPL Financial LLC7,114,639
0.2% of portfolio›$915.5M
Vantagepoint Investment Advisers LLC2,212,489
2.1% of portfolio›$284.7M
Bank of New York Mellon Corp1,802,268
0.0% of portfolio›$231.9M
Fusion Family Wealth, LLC1,659,446
14.2% of portfolio›$213.5M
Allworth Financial LP1,214,222
0.6% of portfolio›$155.1M
Commonwealth Equity Services, LLC839,911
0.1% of portfolio›$108.1M
Kestra Advisory Services, LLC393,280
0.1% of portfolio›$50.6M
Klingman & Associates, LLC367,583
2.0% of portfolio›$47.3M
Investment Planning Advisors, Inc.335,973
9.8% of portfolio›$43.2M
Kozak & Associates, Inc.315,162
7.7% of portfolio›$42.4M
Everest Financial Group LLC267,488
4.1% of portfolio›$34.4M
Prairie Advisory, LLC257,396
3.8% of portfolio›$33.1M
Asset Allocation Strategies LLC242,677
4.7% of portfolio›$31.2M
Stewardship Advisors, LLC233,574
6.3% of portfolio›$30.1M
Cambridge Investment Research Advisors, Inc.220,661
0.2% of portfolio›$28.4M
Merit Financial Group, LLC192,837
0.1% of portfolio›$24.8M
CX Institutional189,765
0.7% of portfolio›$24.4K
Verdence Capital Advisors LLC170,313
0.9% of portfolio›$21.9M
EverSource Wealth Advisors, LLC154,672
0.6% of portfolio›$19.9M
Commonwealth Financial Services, LLC151,648
3.5% of portfolio›$19.5M
Blue Water Asset Management142,294
5.9% of portfolio›$18.3M
Cadent Capital Advisors, LLC136,309
3.8% of portfolio›$17.5M
Ashton Thomas Securities, LLC109,118
1.5% of portfolio›$14.0M
Moneco Advisors, LLC98,432
0.7% of portfolio›$12.7M
Kraft, Davis & Associates, LLC92,726
2.6% of portfolio›$12.4M
Axxcess Wealth Management, LLC90,450
0.5% of portfolio›$11.6M
Legacy Capital Wealth Partners, LLC79,791
2.0% of portfolio›$9.4M
Prime Capital Investment Advisors, LLC73,048
0.1% of portfolio›$9.4M
Resonant Capital Advisors, LLC72,662
0.4% of portfolio›$9.4M
WJ Wealth Management, LLC67,365
3.5% of portfolio›$8.7M
Kingswood Wealth Advisors, LLC57,630
0.3% of portfolio›$7.4M
Retirement Financial Solutions, LLC55,368
1.7% of portfolio›$7.1M
Colonial River Investments, LLC55,204
1.8% of portfolio›$7.1M
Kestra Private Wealth Services, LLC54,632
0.1% of portfolio›$7.0M
Wealth Enhancement Advisory Services, LLC52,520
0.0% of portfolio›$6.9M
Intrua Financial, LLC50,842
0.6% of portfolio›$6.5M
Avestar Capital, LLC49,704
0.5% of portfolio›$6.4M
Truist Financial Corp48,637
0.0% of portfolio›$6.3M
Optima Capital LLC47,673
2.4% of portfolio›$6.1M
Total Clarity Wealth Management, Inc.46,460
1.2% of portfolio›$6.0M
AdvisorNet Financial, Inc45,284
0.3% of portfolio›$6.0M
Autumn Glory Partners, LLC44,046
1.6% of portfolio›$5.7M
Absolute Capital Management, LLC43,613
1.3% of portfolio›$5.6M
E&G Advisors, LLC42,985
1.1% of portfolio›$5.5M
RVW Wealth, LLC42,754
0.4% of portfolio›$5.5M
Wealth Management Partners, LLC41,162
1.2% of portfolio›$5.3M
Harbor Asset Planning, Inc.40,385
3.9% of portfolio›$5.2M
Integrity Wealth Advisors, Inc.40,117
2.7% of portfolio›$5.2M
Tompkins Financial Corp38,861
0.4% of portfolio›$5.0M
Concurrent Investment Advisors, LLC35,971
0.0% of portfolio›$4.6M
Meridian Financial Advisors, LLC33,326
2.0% of portfolio›$4.3M
Ignite Planners, LLC33,061
0.6% of portfolio›$4.3M
Independent Financial Group, LLC28,279
0.1% of portfolio›$3.6M
Prospera Financial Services Inc27,246
0.0% of portfolio›$3.7M
Partners Wealth Management, LLC26,871
0.4% of portfolio›$3.5M
Firethorn Wealth Partners, LLC26,663
1.1% of portfolio›$3.4M
MGO One Seven LLC25,945
0.1% of portfolio›$3.3M
Wealthcare Advisory Partners LLC25,862
0.1% of portfolio›$3.3M
Simplicity Wealth,LLC25,390
0.1% of portfolio›$3.3M
Thrivent Financial for Lutherans24,871
0.0% of portfolio›$3.2M
Elevation Point Wealth Partners, LLC24,653
0.1% of portfolio›$3.2M
Capital Advantage, Inc.22,949
0.4% of portfolio›$3.0M
Brookstone Capital Management22,501
0.0% of portfolio›$2.9M
Tcfg Investment Advisors, LLC21,764
1.0% of portfolio›$2.8M
Key Client Fiduciary Advisors, LLC21,574
0.8% of portfolio›$2.8M
Rodgers & Associates, LTD21,564
0.3% of portfolio›$2.8M
Solano Wealth Investment Advisors LLC18,114
1.1% of portfolio›$2.3M
Golden State Wealth Management, LLC16,197
0.2% of portfolio›$2.1M
Amplius Wealth Advisors, LLC16,070
0.1% of portfolio›$2.1M
Titleist Asset Management, LLC16,066
0.1% of portfolio›$2.1M
Money Concepts Capital Corp15,793
0.1% of portfolio›$2.0M
Farther Finance Advisors, LLC14,797
0.0% of portfolio›$1.9M
Landaas & Co14,696
0.3% of portfolio›$1.9M
Citigroup Inc14,374
0.0% of portfolio›$1.8M
Fifth Third Securities, Inc.14,240
0.1% of portfolio›$1.8M
Nations Financial Group Inc,13,649
0.1% of portfolio›$1.8M
Creative Planning12,247
0.0% of portfolio›$1.6M
J.W. Cole Advisors, Inc.11,672
0.0% of portfolio›$1.5M
Redwood Financial Network Corp11,212
0.8% of portfolio›$1.4M
Secure Asset Management, LLC11,165
0.2% of portfolio›$1.4M
Uptick Partners, LLC11,057
0.2% of portfolio›$1.4M
Acorn Wealth Advisors, LLC10,710
0.3% of portfolio›$1.4M
Key FInancial Inc10,691
0.2% of portfolio›$1.4M
Perryman Financial Advisory Inc10,621
0.2% of portfolio›$1.4M
RFG - Bristol Wealth Advisors, LLC10,252
0.3% of portfolio›$1.3M
Dynamic Advisor Solutions LLC10,203
0.0% of portfolio›$1.3M
Fifth Third Bancorp10,161
0.0% of portfolio›$1.3M
Fiera Capital Corp10,158
0.0% of portfolio›$1.3M
Collaborative Capital Advisors LLC9,865
0.8% of portfolio›$1.3M
Level Four Advisory Services, LLC9,534
0.0% of portfolio›$1.2M
Integrated Advisors Network LLC9,428
0.1% of portfolio›$1.2M
Signal Advisors Wealth, LLC8,853
0.1% of portfolio›$1.1M
Creative Financial Designs Inc8,391
0.0% of portfolio›$1.1M
PFG Advisors8,088
0.1% of portfolio›$1.0M
Patriot Financial Group Insurance Agency, LLC7,451
0.1% of portfolio›$958.8K
Obermeyer Wealth Partners7,362
0.0% of portfolio›$947.4K
WealthPlan Investment Management, LLC6,911
0.0% of portfolio›$889.3K
Baldwin Wealth Partners LLC6,600
0.1% of portfolio›$849.3K
Savant Capital, LLC6,284
0.0% of portfolio›$808.6K
Park Avenue Securities LLC5,802
0.0% of portfolio›$747.0K
Sowell Financial Services LLC5,753
0.0% of portfolio›$740.3K
Modera Wealth Management, LLC5,350
0.0% of portfolio›$688.4K
Accurate Wealth Management, LLC5,245
0.1% of portfolio›$698.2K
Altium Investment Strategies LLC5,245
0.8% of portfolio›$698.2K
SBK Financial, Inc.5,131
0.3% of portfolio›$660.3K
Richmond Investment Services, LLC5,080
0.2% of portfolio›$653.6K
Armstrong Advisory Group, Inc4,859
0.0% of portfolio›$625.3K
United Advisor Group, LLC4,744
0.1% of portfolio›$610.5K
Atria Investments, Inc4,681
0.0% of portfolio›$602.4K
Cora Capital Advisors LLC4,522
0.2% of portfolio›$581.9K
Wedbush Securities Inc4,412
0.0% of portfolio›$568
Sovran Advisors, LLC4,366
0.0% of portfolio›$590.7K
Sigma Planning Corp4,245
0.0% of portfolio›$546.3K
RFG Advisory, LLC4,202
0.0% of portfolio›$540.7K
Integrity Alliance, Llc.4,042
0.0% of portfolio›$520.2K
BridgePort Financial Solutions, LLC3,850
0.1% of portfolio›$495.4K
USAdvisors Wealth Management, LLC3,484
0.0% of portfolio›$448
Rasp Wealth Solutions, LLC3,426
0.2% of portfolio›$440.8K
Y-Intercept (Hong Kong) Ltd3,369
0.0% of portfolio›$433.5K
Aprio Wealth Management, LLC3,265
0.0% of portfolio›$420.1K
Cullen T Bankers, Inc.3,164
0.0% of portfolio›$407.1K
Diligent Investors, LLC3,028
0.1% of portfolio›$389.6K
Apollon Wealth Management, LLC2,992
0.0% of portfolio›$385.0K
Financial Partners Group, Inc2,973
0.0% of portfolio›$382.6K
Lockerman Financial Group, Inc.2,909
0.5% of portfolio›$374.3K
Signature Estate & Investment Advisors LLC2,899
0.0% of portfolio›$373.1K
Michels Family Financial, LLC2,892
0.2% of portfolio›$372.1K
Gilbert Capital Group, Inc.2,890
0.3% of portfolio›$371.9K
Main Street Group, LTD2,785
0.1% of portfolio›$358.4K
Parsons Capital Management Inc2,760
0.0% of portfolio›$355.2K
HUB Investment Partners, LLC2,654
0.0% of portfolio›$341.5K
Aspect Partners, LLC2,652
0.1% of portfolio›$341.3K
Lantern Wealth Advisors, LLC2,647
0.1% of portfolio›$340.6K
MCF Advisors LLC2,549
0.0% of portfolio›$328.0K
Marks Group Wealth Management, Inc2,520
0.0% of portfolio›$324.3K
Davenport & Co LLC2,506
0.0% of portfolio›$322.5K
Capital Investment Advisors, LLC2,230
0.0% of portfolio›$286.9K
Jacobi Capital Management LLC2,202
0.0% of portfolio›$283.4K
Pinnacle Associates LTD2,200
0.0% of portfolio›$283.1K
Shaker Investments LLC2,163
0.1% of portfolio›$278.3K
Oppenheimer & Co Inc2,156
0.0% of portfolio›$277.4K
Huntleigh Advisors, Inc.2,136
0.0% of portfolio›$274.9K
McHugh Group, LLC2,080
0.1% of portfolio›$267.7K
Wealth Effects LLC2,025
0.1% of portfolio›$260.6K
Caliber Wealth Management, LLC / KS2,017
0.0% of portfolio›$259.5K
StoneX Group Inc.1,965
0.0% of portfolio›$252.9K
PNC Financial Services Group, Inc.1,928
0.0% of portfolio›$248.1K
Atlas Brown,Inc.1,881
0.1% of portfolio›$242.0K
Carbahal Olsen Financial Services Group, LLC1,774
0.2% of portfolio›$228.3K
Indivisible Partners1,745
0.0% of portfolio›$224.6K
Legacy Advisory Services, LLC1,723
0.2% of portfolio›$221.7K
Diversified Enterprises, LLC1,719
0.0% of portfolio›$221.2K
Avior Wealth Management, LLC1,711
0.0% of portfolio›$220.2K
PKS Advisory Services, LLC1,703
0.0% of portfolio›$217.7K
Balboa Wealth Partners1,670
0.0% of portfolio›$214.9K
Clearstead Advisors, LLC1,624
0.0% of portfolio›$209.0K
LongView Wealth Management1,600
0.0% of portfolio›$205.9K
HB Wealth Management, LLC1,580
0.0% of portfolio›$203.3K
Turning Point Benefit Group, Inc.1,580
0.1% of portfolio›$204.1K
Pflug Koory, LLC1,564
0.1% of portfolio›$201.3K
AlphaCore Capital LLC1,184
0.0% of portfolio›$152.4K
Lanark Financial, Inc.1,183
0.0% of portfolio›$152.2K
Glass Jacobson Investment Advisors llc1,140
0.0% of portfolio›$146.7K
US Bancorp \de\1,125
0.0% of portfolio›$144.8K
Private Trust Co NA1,004
0.0% of portfolio›$129.2K
Assetmark, Inc980
0.0% of portfolio›$126.1K
Ashton Thomas Private Wealth, LLC836
0.0% of portfolio›$107.6K
Nova Financial LLC790
0.0% of portfolio›$101.7K
Avion Wealth784
0.1% of portfolio›$100.0K
Westside Investment Management, Inc.615
0.0% of portfolio›$79.1K
CoreCap Advisors, LLC599
0.0% of portfolio›$77.1K
TD Waterhouse Canada Inc.521
0.0% of portfolio›$67.3K
Harbor Investment Advisory, LLC516
0.0% of portfolio›$66.4K
Thompson Investment Management, Inc.500
0.0% of portfolio›$64.3K
Root Financial Partners, LLC497
0.0% of portfolio›$64.0K
Pinnacle Bancorp, Inc.488
0.0% of portfolio›$62.8K
Capital Investment Advisory Services, LLC461
0.0% of portfolio›$59.3K
Abound Wealth Management401
0.0% of portfolio›$51.6K
Planning Strategies Inc.381
0.0% of portfolio›$49.0K
Russell Investments Group, Ltd.348
0.0% of portfolio›$44.8K
Cherry Tree Wealth Management, LLC340
0.0% of portfolio›$43.8K
GoalVest Advisory LLC332
0.0% of portfolio›$42.7K
Realta Investment Advisors304
0.0% of portfolio›$39.1K
Thurston, Springer, Miller, Herd & Titak, Inc.267
0.1% of portfolio›$34.4K
Caldwell Trust Co250
0.0% of portfolio›$32.2K
Gamma Investing LLC231
0.0% of portfolio›$29.7K
IFP Advisors, Inc139
0.0% of portfolio›$17.9K
Spire Wealth Management136
0.0% of portfolio›$17.5K
Wolff Wiese Magana LLC130
0.0% of portfolio›$16.7K
Archer Investment Corp73
0.0% of portfolio›$9.3K
Compass Financial Management LLC40
0.0% of portfolio›$5.1K
Foresight Capital Management Advisors, Inc.37
0.0% of portfolio›$4.8K
Parallel Advisors, LLC36
0.0% of portfolio›$4.6K
Larson Financial Group LLC30
0.0% of portfolio›$3.9K
Reyes Financial Architecture, Inc.20
0.0% of portfolio›$2.6K
High Note Wealth, LLC14
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
LPL Financial LLC
7,114,639$915.5M0.2%IndexVery LowFort Mill, SC2026-11-06
Vantagepoint Investment Advisers LLC
2,212,489$284.7M2.1%ETFVery LowWashington, DC2026-10-26
Bank of New York Mellon Corp
1,802,268$231.9M0.0%CoreLowNew York, NY2026-11-05
Fusion Family Wealth, LLC
1,659,446$213.5M14.2%ETFVery LowWoodbury, NY2026-11-02
Allworth Financial LP
1,214,222$155.1M0.6%IndexLowFolsom, CA2026-11-06
Commonwealth Equity Services, LLC
839,911$108.1M0.1%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
393,280$50.6M0.1%CoreLowAustin, TX2026-11-02
Klingman & Associates, LLC
367,583$47.3M2.0%ETFVery LowNew York, NY2026-10-20
Investment Planning Advisors, Inc.
335,973$43.2M9.8%ETFMediumCumming, GA2026-10-14
Kozak & Associates, Inc.
315,162$42.4M7.7%ETFLowHighlands Ranch, CO2026-10-29
Everest Financial Group LLC
267,488$34.4M4.1%GrowthVery LowMinneapolis, MN2026-11-06
Prairie Advisory, LLC
257,396$33.1M3.8%ETFN/ALeawood, KS2026-10-19
Asset Allocation Strategies LLC
242,677$31.2M4.7%ETFMediumFarmington, MI2026-10-20
Stewardship Advisors, LLC
233,574$30.1M6.3%ETFMediumMount Joy, PA2026-10-20
Cambridge Investment Research Advisors, Inc.
220,661$28.4M0.2%ETFLowFairfield, IA2026-11-02
Merit Financial Group, LLC
192,837$24.8M0.1%ETFLowAlpharetta, GA2026-11-06
CX Institutional
189,765$24.4K0.7%CoreMediumAuburn, IN2026-10-02
Verdence Capital Advisors LLC
170,313$21.9M0.9%CoreMediumHunt Valley, MD2026-10-26
EverSource Wealth Advisors, LLC
154,672$19.9M0.6%CoreMediumBirmingham, AL2026-11-04
Commonwealth Financial Services, LLC
151,648$19.5M3.5%ETFMediumVienna, WV2026-10-20
Blue Water Asset Management
142,294$18.3M5.9%ETFLowGrand Rapids, MI2026-11-04
Cadent Capital Advisors, LLC
136,309$17.5M3.8%ETFHighTulsa, OK2026-10-09
Ashton Thomas Securities, LLC
109,118$14.0M1.5%ETFMediumRochester, NY2026-10-26
Moneco Advisors, LLC
98,432$12.7M0.7%ETFLowFairfield, CT2026-11-05
Kraft, Davis & Associates, LLC
92,726$12.4M2.6%ETFMediumSt. Louis, MO2026-10-21
Axxcess Wealth Management, LLC
90,450$11.6M0.5%CoreLowCarlsbad, CA2026-10-21
Legacy Capital Wealth Partners, LLC
79,791$9.4M2.0%CoreMediumLittle Rock, AR2026-10-21
Prime Capital Investment Advisors, LLC
73,048$9.4M0.1%ETFLowOverland Park, KS2026-10-20
Resonant Capital Advisors, LLC
72,662$9.4M0.4%ETFLowMadison, WI2026-10-15
WJ Wealth Management, LLC
67,365$8.7M3.5%ETFMediumGlendale, AZ2026-11-03
Kingswood Wealth Advisors, LLC
57,630$7.4M0.3%GrowthLowSan Diego, CA2026-10-23
Retirement Financial Solutions, LLC
55,368$7.1M1.7%ETFMediumKnoxville, TN2026-10-20
Colonial River Investments, LLC
55,204$7.1M1.8%GrowthMediumMidlothian, VA2026-10-19
Kestra Private Wealth Services, LLC
54,632$7.0M0.1%GrowthLowAustin, TX2026-11-06
Wealth Enhancement Advisory Services, LLC
52,520$6.9M0.0%CoreLowPlymouth, MN2026-10-13
Intrua Financial, LLC
50,842$6.5M0.6%ETFMediumHouston, TX2026-10-28
Avestar Capital, LLC
49,704$6.4M0.5%GrowthLowNew York, NY2026-10-28
Truist Financial Corp
48,637$6.3M0.0%CoreLowCharlotte, NC2026-10-30
Optima Capital LLC
47,673$6.1M2.4%ETFHighPortland, OR2026-10-29
Total Clarity Wealth Management, Inc.
46,460$6.0M1.2%ETFMediumSt. Charles, IL2026-10-26
AdvisorNet Financial, Inc
45,284$6.0M0.3%ETFLowMinnetonka, MN2026-10-15
Autumn Glory Partners, LLC
44,046$5.7M1.6%CoreMediumDallas, TX2026-10-26
Absolute Capital Management, LLC
43,613$5.6M1.3%ETFMediumPittsburgh, PA2026-10-16
E&G Advisors, LLC
42,985$5.5M1.1%ETFVery LowHouston, TX2026-10-13
RVW Wealth, LLC
42,754$5.5M0.4%ETFVery LowLos Angeles, CA2026-10-06
Wealth Management Partners, LLC
41,162$5.3M1.2%Agg GrowthLowTucson, AZ2026-10-21
Harbor Asset Planning, Inc.
40,385$5.2M3.9%ETFVery LowBelmont, MA2026-10-23
Integrity Wealth Advisors, Inc.
40,117$5.2M2.7%ETFMediumVentura, CA2026-10-29
Tompkins Financial Corp
38,861$5.0M0.4%CoreLowIthaca, NY2026-10-05
Concurrent Investment Advisors, LLC
35,971$4.6M0.0%GrowthMediumTampa, FL2026-10-16
Meridian Financial Advisors, LLC
33,326$4.3M2.0%ETFVery LowHolliston, MA2026-10-14
Ignite Planners, LLC
33,061$4.3M0.6%CoreLowSan Clemente, CA2026-10-14
Independent Financial Group, LLC
28,279$3.6M0.1%GrowthLowSan Diego, CA2026-10-13
Prospera Financial Services Inc
27,246$3.7M0.0%CoreMediumDallas, TX2026-11-04
Partners Wealth Management, LLC
26,871$3.5M0.4%CoreLowCarmel By The Sea, CA2026-10-28
Firethorn Wealth Partners, LLC
26,663$3.4M1.1%ETFLowAugusta, GA2026-10-14
MGO One Seven LLC
25,945$3.3M0.1%GrowthLowBeachwood, OH2026-10-28
Wealthcare Advisory Partners LLC
25,862$3.3M0.1%ETFLowWest Chester, PA2026-10-21
Simplicity Wealth,LLC
25,390$3.3M0.1%ETFLowSummit, NJ2026-10-23
Thrivent Financial for Lutherans
24,871$3.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Elevation Point Wealth Partners, LLC
24,653$3.2M0.1%CoreHighDenver, CO2026-11-05
Capital Advantage, Inc.
22,949$3.0M0.4%ETFMediumWalnut Creek, CA2026-10-14
Brookstone Capital Management
22,501$2.9M0.0%ETFMediumWheaton, IL2026-10-22
Tcfg Investment Advisors, LLC
21,764$2.8M1.0%GrowthMediumLaguna Niguel, CA2026-10-20
Key Client Fiduciary Advisors, LLC
21,574$2.8M0.8%ValueMediumFairfield, NJ2026-10-19
Rodgers & Associates, LTD
21,564$2.8M0.3%ETFVery LowLancaster, PA2026-10-20
Solano Wealth Investment Advisors LLC
18,114$2.3M1.1%ETFVery LowFairfield, CA2026-11-06
Golden State Wealth Management, LLC
16,197$2.1M0.2%ETFMediumSanta Ana, CA2026-11-02
Amplius Wealth Advisors, LLC
16,070$2.1M0.1%ETFLowBlue Bell, PA2026-10-20
Titleist Asset Management, LLC
16,066$2.1M0.1%ETFLowSan Antonio, TX2026-10-08
Money Concepts Capital Corp
15,793$2.0M0.1%ETFMediumPalm Beach Gardens, FL2026-11-06
Farther Finance Advisors, LLC
14,797$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Landaas & Co
14,696$1.9M0.3%ETFVery LowMilwaukee, WI2026-10-29
Citigroup Inc
14,374$1.8M0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Securities, Inc.
14,240$1.8M0.1%ETFLowCincinnati, OH2026-10-21
Nations Financial Group Inc,
13,649$1.8M0.1%CoreLowCedar Rapids, IA2026-11-05
Creative Planning
12,247$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
J.W. Cole Advisors, Inc.
11,672$1.5M0.0%IndexLowTampa, FL2026-11-05
Redwood Financial Network Corp
11,212$1.4M0.8%ETFLowSolon, OH2026-11-03
Secure Asset Management, LLC
11,165$1.4M0.2%GrowthMediumTroy, MI2026-10-19
Uptick Partners, LLC
11,057$1.4M0.2%ETFLowNacogdoches, TX2026-11-04
Acorn Wealth Advisors, LLC
10,710$1.4M0.3%ETFLowGrand Blanc, MI2026-10-19
Key FInancial Inc
10,691$1.4M0.2%ETFLowWest Chester, PA2026-11-02
Perryman Financial Advisory Inc
10,621$1.4M0.2%GrowthVery LowDallas, TX2026-10-16
RFG - Bristol Wealth Advisors, LLC
10,252$1.3M0.3%ETFLowTaunton, MA2026-10-09
Dynamic Advisor Solutions LLC
10,203$1.3M0.0%ETFLowPhoenix, AZ2026-10-13
Fifth Third Bancorp
10,161$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Fiera Capital Corp
10,158$1.3M0.0%CoreMediumMontreal, Austria2026-11-06
Collaborative Capital Advisors LLC
9,865$1.3M0.8%ETFN/ANew York, NY2026-11-06
Level Four Advisory Services, LLC
9,534$1.2M0.0%CoreLowDallas, TX2026-11-06
Integrated Advisors Network LLC
9,428$1.2M0.1%GrowthMediumDallas, TX2026-10-20
Signal Advisors Wealth, LLC
8,853$1.1M0.1%ETFLowDetroit, MI2026-10-13
Creative Financial Designs Inc
8,391$1.1M0.0%ETFMediumKokomo, IN2026-11-04
PFG Advisors
8,088$1.0M0.1%ETFMediumPhoenix, AZ2026-10-16
Patriot Financial Group Insurance Agency, LLC
7,451$958.8K0.1%GrowthLowWalpole, MA2026-10-14
Obermeyer Wealth Partners
7,362$947.4K0.0%GrowthLowAspen, CO2026-10-21
WealthPlan Investment Management, LLC
6,911$889.3K0.0%GrowthMediumOmaha, NE2026-10-15
Baldwin Wealth Partners LLC
6,600$849.3K0.1%GrowthLowMarion, MA2026-10-13
Savant Capital, LLC
6,284$808.6K0.0%IndexVery LowRockford, IL2026-11-06
Park Avenue Securities LLC
5,802$747.0K0.0%ETFMediumNew York, NY2026-10-26
Sowell Financial Services LLC
5,753$740.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Modera Wealth Management, LLC
5,350$688.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Accurate Wealth Management, LLC
5,245$698.2K0.1%CoreMediumWesley Chapel, FL2026-10-20
Altium Investment Strategies LLC
5,245$698.2K0.8%ETFLowWesley Chapel, FL2026-10-20
SBK Financial, Inc.
5,131$660.3K0.3%N/AN/ARichmond, VA2026-11-02
Richmond Investment Services, LLC
5,080$653.6K0.2%ETFLowMequon, WI2026-10-29
Armstrong Advisory Group, Inc
4,859$625.3K0.0%ETFHighNeedham, MA2026-10-09
United Advisor Group, LLC
4,744$610.5K0.1%ETFLowCincinnati, OH2026-11-03
Atria Investments, Inc
4,681$602.4K0.0%CoreMediumCharlotte, NC2026-10-15
Cora Capital Advisors LLC
4,522$581.9K0.2%ETFLowMarlton, NJ2026-11-02
Wedbush Securities Inc
4,412$5680.0%CoreLowPasadena, CA2026-10-22
Sovran Advisors, LLC
4,366$590.7K0.0%ETFMediumSan Diego, CA2026-11-02
Sigma Planning Corp
4,245$546.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
RFG Advisory, LLC
4,202$540.7K0.0%ETFMediumBirmingham, AL2026-11-03
Integrity Alliance, Llc.
4,042$520.2K0.0%ETFMediumUrbandale, IA2026-10-29
BridgePort Financial Solutions, LLC
3,850$495.4K0.1%ETFLowFairfield, IA2026-11-02
USAdvisors Wealth Management, LLC
3,484$4480.0%ETFLowEden Prairie, MN2026-10-21
Rasp Wealth Solutions, LLC
3,426$440.8K0.2%Agg GrowthN/AFishers, IN2026-11-06
Y-Intercept (Hong Kong) Ltd
3,369$433.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Aprio Wealth Management, LLC
3,265$420.1K0.0%ETFMediumAtlanta, GA2026-10-28
Cullen T Bankers, Inc.
3,164$407.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Diligent Investors, LLC
3,028$389.6K0.1%CoreLowRedlands, CA2026-10-21
Apollon Wealth Management, LLC
2,992$385.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Financial Partners Group, Inc
2,973$382.6K0.0%ETFLowOverland Park, KS2026-10-19
Lockerman Financial Group, Inc.
2,909$374.3K0.5%ETFMediumNewport Beach, CA2026-10-19
Signature Estate & Investment Advisors LLC
2,899$373.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Michels Family Financial, LLC
2,892$372.1K0.2%ETFLowFort Worth, TX2026-11-02
Gilbert Capital Group, Inc.
2,890$371.9K0.3%ETFHighNorth Yarmouth, ME2026-10-28
Main Street Group, LTD
2,785$358.4K0.1%ETFMediumGlen Allen, VA2026-10-28
Parsons Capital Management Inc
2,760$355.2K0.0%CoreLowProvidence, RI2026-10-28
HUB Investment Partners, LLC
2,654$341.5K0.0%GrowthLowAustin, TX2026-11-03
Aspect Partners, LLC
2,652$341.3K0.1%ETFMediumFairfax, VA2026-10-20
Lantern Wealth Advisors, LLC
2,647$340.6K0.1%GrowthLowMelville, NY2026-10-22
MCF Advisors LLC
2,549$328.0K0.0%ETFLowLexington, KY2026-10-28
Marks Group Wealth Management, Inc
2,520$324.3K0.0%CoreMediumMinnetonka, MN2026-11-05
Davenport & Co LLC
2,506$322.5K0.0%CoreMediumRichmond, VA2026-10-14
Capital Investment Advisors, LLC
2,230$286.9K0.0%CoreLowAtlanta, GA2026-10-22
Jacobi Capital Management LLC
2,202$283.4K0.0%CoreLowPittston, PA2026-11-05
Pinnacle Associates LTD
2,200$283.1K0.0%CoreLowNew York, NY2026-10-20
Shaker Investments LLC
2,163$278.3K0.1%MomentumMediumCleveland, OH2026-11-05
Oppenheimer & Co Inc
2,156$277.4K0.0%CoreLowNew York, NY2026-10-26
Huntleigh Advisors, Inc.
2,136$274.9K0.0%GrowthMediumSt. Louis, MO2026-11-03
McHugh Group, LLC
2,080$267.7K0.1%GrowthVery LowBratenahl, OH2026-10-19
Wealth Effects LLC
2,025$260.6K0.1%GrowthLowBoston, MA2026-10-23
Caliber Wealth Management, LLC / KS
2,017$259.5K0.0%ETFLowOverland Park, KS2026-11-04
StoneX Group Inc.
1,965$252.9K0.0%ETFMediumNew York, NY2026-11-03
PNC Financial Services Group, Inc.
1,928$248.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Atlas Brown,Inc.
1,881$242.0K0.1%GrowthLowLouisville, KY2026-10-09
Carbahal Olsen Financial Services Group, LLC
1,774$228.3K0.2%ETFVery LowDavis, CA2026-11-05
Indivisible Partners
1,745$224.6K0.0%GrowthMediumClearwater, FL2026-10-26
Legacy Advisory Services, LLC
1,723$221.7K0.2%ETFMediumExton, PA2026-10-20
Diversified Enterprises, LLC
1,719$221.2K0.0%ETFVery LowWilmington, DE2026-10-19
Avior Wealth Management, LLC
1,711$220.2K0.0%ETFMediumOmaha, NE2026-10-13
PKS Advisory Services, LLC
1,703$217.7K0.0%ETFMediumAlbany, NY2026-10-26
Balboa Wealth Partners
1,670$214.9K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Clearstead Advisors, LLC
1,624$209.0K0.0%ETFLowCleveland, OH2026-11-06
LongView Wealth Management
1,600$205.9K0.0%ETFLowAtlanta, GA2026-10-19
HB Wealth Management, LLC
1,580$203.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Turning Point Benefit Group, Inc.
1,580$204.1K0.1%ETFMediumFrederick, MD2026-10-28
Pflug Koory, LLC
1,564$201.3K0.1%CoreVery LowOmaha, NE2026-10-26
AlphaCore Capital LLC
1,184$152.4K0.0%ETFLowLa Jolla, CA2026-11-04
Lanark Financial, Inc.
1,183$152.2K0.0%CoreMediumBirmingham, AL2026-10-26
Glass Jacobson Investment Advisors llc
1,140$146.7K0.0%ETFLowOwings Mills, MD2026-10-26
US Bancorp \de\
1,125$144.8K0.0%IndexLowMinneapolis, MN2026-11-05
Private Trust Co NA
1,004$129.2K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
980$126.1K0.0%ETFLowConcord, CA2026-10-21
Ashton Thomas Private Wealth, LLC
836$107.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Nova Financial LLC
790$101.7K0.0%N/AN/ATucson, AZ2026-11-04
Avion Wealth
784$100.0K0.1%ETFLowThe Woodlands, TX2026-11-04
Westside Investment Management, Inc.
615$79.1K0.0%GrowthLowSanta Monica, CA2026-11-02
CoreCap Advisors, LLC
599$77.1K0.0%ETFMediumSouthfield, MI2026-10-08
TD Waterhouse Canada Inc.
521$67.3K0.0%CoreLowToronto, Australia2026-10-16
Harbor Investment Advisory, LLC
516$66.4K0.0%GrowthLowLutherville, MD2026-10-13
Thompson Investment Management, Inc.
500$64.3K0.0%ValueMediumMadison, WI2026-10-14
Root Financial Partners, LLC
497$64.0K0.0%ETFMediumEncinitas, CA2026-10-21
Pinnacle Bancorp, Inc.
488$62.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Capital Investment Advisory Services, LLC
461$59.3K0.0%CoreMediumRaleigh, NC2026-10-30
Abound Wealth Management
401$51.6K0.0%ETFVery LowFranklin, TN2026-10-26
Planning Strategies Inc.
381$49.0K0.0%ETFN/ALancaster, PA2026-10-02
Russell Investments Group, Ltd.
348$44.8K0.0%CoreLowSeattle, WA2026-11-06
Cherry Tree Wealth Management, LLC
340$43.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
GoalVest Advisory LLC
332$42.7K0.0%ETFMediumNew York, NY2026-10-02
Realta Investment Advisors
304$39.1K0.0%GrowthMediumWilmington, DE2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
267$34.4K0.1%GrowthMediumIndianapolis, IN2026-10-14
Caldwell Trust Co
250$32.2K0.0%GrowthLowVenice, FL2026-10-30
Gamma Investing LLC
231$29.7K0.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
139$17.9K0.0%GrowthLowTampa, FL2026-10-16
Spire Wealth Management
136$17.5K0.0%GrowthMediumMclean, VA2026-10-30
Wolff Wiese Magana LLC
130$16.7K0.0%GrowthLowCarslbad, CA2026-10-15
Archer Investment Corp
73$9.3K0.0%CoreMediumCarmel, IN2026-11-05
Compass Financial Management LLC
40$5.1K0.0%CoreN/ATampa, FL2026-10-30
Foresight Capital Management Advisors, Inc.
37$4.8K0.0%CoreMediumSaline, MI2026-10-27
Parallel Advisors, LLC
36$4.6K0.0%IndexLowSan Francisco, CA2026-11-03
Larson Financial Group LLC
30$3.9K0.0%GrowthLowSt Louis, MO2026-11-05
Reyes Financial Architecture, Inc.
20$2.6K0.0%ETFVery HighSan Diego, CA2026-10-22
High Note Wealth, LLC
14$1.9K0.0%ETFVery LowDeephaven, MN2026-10-27