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Invesco Bulletshares 2030 CB (BSCU)

CUSIP: 46138J460 | NYSE | 429 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Lido Advisors, LLC6,667,276
0.3% of portfolio›$107.6M
Hengehold Capital Management LLC2,921,223
3.6% of portfolio›$47.1M
Fusion Family Wealth, LLC2,855,903
3.1% of portfolio›$46.1M
Tlwm2,037,594
5.2% of portfolio›$32.9M
Brookstone Capital Management1,784,650
0.3% of portfolio›$28.8M
Clark Asset Management, LLC1,596,264
1.9% of portfolio›$25.8M
Foronjy Financial LLC1,357,414
7.7% of portfolio›$21.9M
Capital Investment Counsel, LLC1,326,319
2.7% of portfolio›$21.4M
Prospera Financial Services Inc830,491
0.2% of portfolio›$13.5M
Cambridge Investment Research Advisors, Inc.809,574
0.1% of portfolio›$13.1M
Asset Dedication, LLC789,435
0.8% of portfolio›$12.7M
Kirr Marbach & Co LLC780,696
2.4% of portfolio›$12.6M
Kestra Advisory Services, LLC729,814
0.0% of portfolio›$11.8M
Cookson Peirce & Co Inc679,929
0.4% of portfolio›$11.0M
Central Valley Advisors, LLC664,392
2.9% of portfolio›$10.7M
Cornerstone Planning, LLC589,714
2.0% of portfolio›$9.7M
HUB Investment Partners, LLC580,288
0.2% of portfolio›$9.4M
Truist Financial Corp558,086
0.0% of portfolio›$9.0M
GPM Growth Investors, Inc.536,097
3.7% of portfolio›$8.7M
Marietta Wealth Management, LLC480,608
0.8% of portfolio›$7.8M
Wilkins Miller Wealth Management, LLC427,043
3.9% of portfolio›$6.9M
Carroll Advisory Group, LLC421,223
2.1% of portfolio›$6.8M
Parr Mcknight Wealth Management Group, LLC388,688
0.7% of portfolio›$6.3M
Waycross Investment Management Co374,685
4.9% of portfolio›$6.0M
Kathmere Capital Management, LLC370,300
0.3% of portfolio›$6.0M
Carnegie Investment Counsel361,552
0.1% of portfolio›$5.8M
Decker Wealth Management LLC355,523
1.2% of portfolio›$5.7M
SFE Investment Counsel354,433
0.8% of portfolio›$5.7M
Apollon Wealth Management, LLC340,519
0.1% of portfolio›$5.5M
BCS Wealth Management325,444
0.9% of portfolio›$5.3M
Howard Wealth Management, LLC293,051
1.7% of portfolio›$4.7M
NorthAvenue LLC289,126
3.3% of portfolio›$4.7M
Straight Path Wealth Management287,287
1.0% of portfolio›$4.6M
Commonwealth Equity Services, LLC282,600
0.0% of portfolio›$4.6M
Ledgewood Wealth Advisors, LLC261,015
2.3% of portfolio›$4.2M
Farnam Financial LLC256,341
3.1% of portfolio›$4.2M
MGO One Seven LLC249,333
0.1% of portfolio›$4.0M
S.E.E.D. Planning Group LLC246,604
1.0% of portfolio›$4.0M
Horizons Wealth Management237,166
2.4% of portfolio›$3.8M
Opulen Financial Group LLC225,741
2.2% of portfolio›$3.6M
Red Spruce Capital, LLC213,578
1.2% of portfolio›$3.4M
Infinity Wealth Counsel, LLC213,527
2.8% of portfolio›$3.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management208,706
0.0% of portfolio›$3.4M
Dynamic Advisor Solutions LLC199,773
0.1% of portfolio›$3.2M
Fourpath Capital Management, LLC177,976
0.4% of portfolio›$2.9M
AlphaStar Capital Management, LLC173,539
0.2% of portfolio›$2.8M
Avior Wealth Management, LLC171,923
0.1% of portfolio›$2.8M
Whitener Capital Management, Inc.156,031
0.5% of portfolio›$2.5M
Milestones Private Investment Advisors LLC151,201
2.0% of portfolio›$2.4M
RVW Wealth, LLC149,572
0.2% of portfolio›$2.4M
VestGen Advisors, LLC124,133
0.1% of portfolio›$2.0M
Semitam Bonam LLC123,261
1.4% of portfolio›$2.0M
Livet Wealth, LLC122,670
1.1% of portfolio›$2.0M
Atria Investments, Inc116,479
0.0% of portfolio›$1.9M
Kohmann Bosshard Financial Services, LLC111,320
0.2% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC106,065
0.0% of portfolio›$1.7M
Butensky & Cohen Financial Security, Inc105,630
0.4% of portfolio›$1.7M
Silverlake Wealth Management LLC100,239
0.3% of portfolio›$1.6M
G2 Capital Management, LLC / OH95,914
0.4% of portfolio›$1.5M
Oliver Luxxe Assets LLC95,314
0.2% of portfolio›$1.5M
Laurel Wealth Advisors LLC92,729
0.1% of portfolio›$1.5M
CRA Financial Services, LLC92,475
0.2% of portfolio›$1.5M
Independence Bank of Kentucky90,966
0.2% of portfolio›$1.5M
Sawgrass Asset Management LLC90,861
0.2% of portfolio›$1.5M
Golden Reserve Retirement LLC87,073
0.2% of portfolio›$1.4M
Parallel Advisors, LLC83,205
0.0% of portfolio›$1.3M
First City Capital Management, Inc.79,650
0.6% of portfolio›$1.3M
Ironwood Financial, llc77,435
0.2% of portfolio›$1.2M
AA Financial Advisors, LLC76,358
0.1% of portfolio›$1.2M
Meridian Financial Partners LLC75,527
0.4% of portfolio›$1.2M
Old Port Advisors70,247
0.2% of portfolio›$1.1M
Continuum Wealth Advisors, LLC69,394
0.4% of portfolio›$1.1M
Apella Capital, LLC63,680
0.0% of portfolio›$1.0M
Creative Planning62,943
0.0% of portfolio›$1.0M
Redmond Asset Management, LLC60,836
0.3% of portfolio›$981.9K
Legacy Wealth Management, LLC / MS60,673
0.3% of portfolio›$979.3K
Western Financial Corp58,504
0.3% of portfolio›$944.3K
Kestra Private Wealth Services, LLC57,839
0.0% of portfolio›$933.5K
Cordatus Wealth Management LLC57,746
0.2% of portfolio›$932.0K
Virtue Asset Management LLC57,659
0.6% of portfolio›$930.6K
SAX Wealth Advisors, LLC56,776
0.0% of portfolio›$916.4K
Segment Wealth Management, LLC55,858
0.0% of portfolio›$901.5K
Concurrent Investment Advisors, LLC55,370
0.0% of portfolio›$893.7K
City Holding Co53,946
0.1% of portfolio›$870.1K
Wingate Wealth Advisors, Inc.51,727
0.3% of portfolio›$834.9K
Cypress Wealth Services, LLC50,200
0.1% of portfolio›$812.5K
Legacy Private Trust Co.49,219
0.0% of portfolio›$794.4K
Accurate Wealth Management, LLC48,520
0.1% of portfolio›$787.0K
Aprio Wealth Management, LLC47,305
0.0% of portfolio›$763.5K
Sigma Planning Corp45,758
0.0% of portfolio›$738.5K
Sigma Investment Counselors Inc44,996
0.0% of portfolio›$726.2K
Schear Investment Advisers, LLC42,379
0.1% of portfolio›$684.0K
Tempo Wealth, LLC42,379
0.1% of portfolio›$684.0K
Allen Capital Group, LLC40,778
0.1% of portfolio›$658.2K
Wealth Quarterback LLC40,437
0.2% of portfolio›$652.7K
Redwood Financial Network Corp38,972
0.3% of portfolio›$629.0K
Jm2 Capital Inc.38,363
0.4% of portfolio›$619.2K
Mission Wealth Management, LP37,546
0.0% of portfolio›$606.0K
Sensible Money, LLC35,945
0.1% of portfolio›$580.1K
XY Planning Network, Inc.31,959
0.1% of portfolio›$515.8K
Kessler Investment Group, LLC30,485
0.2% of portfolio›$492.0K
Redhawk Wealth Advisors, Inc.29,981
0.0% of portfolio›$483.9K
Private Management Group Inc27,667
0.0% of portfolio›$446.5K
American Institute for Advanced Investment Management, LLP26,665
0.2% of portfolio›$430.4K
Independent Financial Group, LLC25,878
0.0% of portfolio›$417.7K
Quartz Partners, LLC25,728
0.1% of portfolio›$415.3K
Private Trust Co NA25,586
0.0% of portfolio›$413.0K
Insight Wealth Partners, LLC22,569
0.0% of portfolio›$364.3K
Capital Investment Advisors, LLC22,013
0.0% of portfolio›$355.3K
HB Wealth Management, LLC21,420
0.0% of portfolio›$345.7K
Diversify Advisory Services, LLC21,287
0.0% of portfolio›$346.4K
Diversify Wealth Management, LLC21,287
0.0% of portfolio›$346.4K
First Fiduciary Investment Counsel, Inc.20,785
0.2% of portfolio›$335.0K
Hennion & Walsh Asset Management, Inc.19,871
0.0% of portfolio›$320.7K
Tennessee Valley Asset Management Partners19,530
0.0% of portfolio›$315.2K
Strategic Family Wealth Counselors, L.L.C.19,389
0.1% of portfolio›$312.9K
First Horizon Corp19,095
0.0% of portfolio›$308.2K
Meriwether Wealth & Planning, LLC18,559
0.1% of portfolio›$299.5K
Axxcess Wealth Management, LLC18,531
0.0% of portfolio›$299.1K
Krilogy Financial LLC18,415
0.0% of portfolio›$298.6K
Unified Investment Management18,080
0.3% of portfolio›$291.8K
Net Worth Advisory Group18,043
0.1% of portfolio›$291.9K
Farther Finance Advisors, LLC17,833
0.0% of portfolio›$287.8K
Legacy Wealth Partners, LLC17,739
0.1% of portfolio›$286.3K
Cambridge Financial Group, LLC17,638
0.1% of portfolio›$293.6K
Bill Few Associates, Inc.17,160
0.1% of portfolio›$277.0K
Somerset Trust Co17,056
0.1% of portfolio›$275.3K
Gilbert Capital Group, Inc.16,952
0.2% of portfolio›$273.6K
Davenport & Co LLC16,031
0.0% of portfolio›$258.7K
Greatmark Investment Partners, Inc.15,285
0.0% of portfolio›$246.7K
Ashton Thomas Private Wealth, LLC15,035
0.0% of portfolio›$242.7K
Berman McAleer LLC15,015
0.0% of portfolio›$242.3K
Key FInancial Inc14,989
0.0% of portfolio›$241.9K
Signature Estate & Investment Advisors LLC14,240
0.0% of portfolio›$229.8K
Davis Capital Management13,300
0.1% of portfolio›$214.7K
Strid Group, LLC13,159
0.0% of portfolio›$212.4K
Yankcom Partnership12,792
0.1% of portfolio›$206.5K
Integris Wealth Management, LLC12,233
0.0% of portfolio›$197.4K
ETF Portfolio Partners, Inc.12,191
0.0% of portfolio›$196.8K
Koshinski Asset Management, Inc.11,258
0.0% of portfolio›$181.7K
B. Riley Wealth Advisors, Inc.11,173
0.0% of portfolio›$180.3K
Nicholas Hoffman & Company, Llc.10,940
0.0% of portfolio›$176.6K
ETF Store, Inc.10,924
0.1% of portfolio›$176.3K
Wagner Wealth Management, Corp10,820
0.1% of portfolio›$174.6K
John W. Brooker & Co., CPAs10,808
0.2% of portfolio›$174.4K
Commonwealth Financial Services, LLC10,598
0.0% of portfolio›$171.1K
Sowell Financial Services LLC10,557
0.0% of portfolio›$170.4K
Sentinel Pension Advisors, LLC10,366
0.0% of portfolio›$167.3K
International Assets Investment Management, LLC10,010
0.0% of portfolio›$161.9K
Pacific Wealth Strategies Group, Inc.10,000
0.1% of portfolio›$161.4K
Montag A & Associates Inc9,199
0.0% of portfolio›$148.5K
United Community Bank5,500
0.0% of portfolio›$88.8K
IFP Advisors, Inc5,418
0.0% of portfolio›$87.4K
Marquette Asset Management, LLC5,394
0.0% of portfolio›$87.1K
SJS Investment Consulting Inc.3,913
0.0% of portfolio›$63.2K
Sarver Vrooman Wealth Advisors3,642
0.0% of portfolio›$58.8K
Capital Investment Advisory Services, LLC3,627
0.0% of portfolio›$58.5K
Old Second National Bank of Aurora2,960
0.0% of portfolio›$47.8K
Eastern Bank2,903
0.0% of portfolio›$46.9K
Noble Wealth Management PBC2,250
0.0% of portfolio›$36.3K
City State Bank1,177
0.0% of portfolio›$19.0K
West Branch Capital LLC1,101
0.0% of portfolio›$17.8K
Lanark Financial, Inc.914
0.0% of portfolio›$14.8K
Signature Equity Partners, LLC543
0.0% of portfolio›$8.8K
DiNuzzo Private Wealth, Inc.416
0.0% of portfolio›$6.7K
Financial Consulate, Inc364
0.0% of portfolio›$5.9K
Creative Financial Designs Inc343
0.0% of portfolio›$5.5K
Gamma Investing LLC283
0.0% of portfolio›$4.6K
First Bancorp, Inc279
0.0% of portfolio›$4.5K
Harbor Investment Advisory, LLC200
0.0% of portfolio›$3.2K
Golden State Wealth Management, LLC168
0.0% of portfolio›$2.7K
Caldwell Trust Co75
0.0% of portfolio›$1.2K
Evolution Wealth Management Inc.35
0.0% of portfolio›$565
StyleTurnoverLocationFiled
Lido Advisors, LLC
6,667,276$107.6M0.3%GrowthLowLos Angeles, CA2026-11-04
Hengehold Capital Management LLC
2,921,223$47.1M3.6%ETFLowCincinnati, OH2026-10-16
Fusion Family Wealth, LLC
2,855,903$46.1M3.1%ETFVery LowWoodbury, NY2026-11-02
Tlwm
2,037,594$32.9M5.2%ETFLowSan Antonio, TX2026-10-09
Brookstone Capital Management
1,784,650$28.8M0.3%ETFMediumWheaton, IL2026-10-22
Clark Asset Management, LLC
1,596,264$25.8M1.9%ETFVery LowStratham, NH2026-10-19
Foronjy Financial LLC
1,357,414$21.9M7.7%ETFLowLos Osos, CA2026-10-14
Capital Investment Counsel, LLC
1,326,319$21.4M2.7%CoreLowDenver, CO2026-10-14
Prospera Financial Services Inc
830,491$13.5M0.2%CoreMediumDallas, TX2026-11-04
Cambridge Investment Research Advisors, Inc.
809,574$13.1M0.1%ETFLowFairfield, IA2026-11-02
Asset Dedication, LLC
789,435$12.7M0.8%ETFLowSan Francisco, CA2026-11-03
Kirr Marbach & Co LLC
780,696$12.6M2.4%GARPLowColumbus, IN2026-10-20
Kestra Advisory Services, LLC
729,814$11.8M0.0%CoreLowAustin, TX2026-11-02
Cookson Peirce & Co Inc
679,929$11.0M0.4%GrowthHighPittsburgh, PA2026-10-30
Central Valley Advisors, LLC
664,392$10.7M2.9%CoreLowSacramento, CA2026-10-27
Cornerstone Planning, LLC
589,714$9.7M2.0%CoreMediumCharlotte, NC2026-10-27
HUB Investment Partners, LLC
580,288$9.4M0.2%GrowthLowAustin, TX2026-11-03
Truist Financial Corp
558,086$9.0M0.0%CoreLowCharlotte, NC2026-10-30
GPM Growth Investors, Inc.
536,097$8.7M3.7%GrowthLowBloomfield Hills, MI2026-10-30
Marietta Wealth Management, LLC
480,608$7.8M0.8%GrowthLowMarietta, GA2026-10-22
Wilkins Miller Wealth Management, LLC
427,043$6.9M3.9%ETFVery LowMobile, AL2026-10-13
Carroll Advisory Group, LLC
421,223$6.8M2.1%ETFVery LowTexarkana, TX2026-10-16
Parr Mcknight Wealth Management Group, LLC
388,688$6.3M0.7%CoreMediumMinneapolis, MN2026-10-30
Waycross Investment Management Co
374,685$6.0M4.9%ETFLowBellingham, WA2026-10-14
Kathmere Capital Management, LLC
370,300$6.0M0.3%ETFLowWayne, PA2026-10-20
Carnegie Investment Counsel
361,552$5.8M0.1%CoreLowPepper Pike, OH2026-10-20
Decker Wealth Management LLC
355,523$5.7M1.2%MomentumLowNashville, TN2026-10-09
SFE Investment Counsel
354,433$5.7M0.8%CoreLowLos Angeles, CA2026-10-29
Apollon Wealth Management, LLC
340,519$5.5M0.1%GrowthLowMount Pleasant, SC2026-10-23
BCS Wealth Management
325,444$5.3M0.9%ETFVery LowJohnson City, TN2026-11-03
Howard Wealth Management, LLC
293,051$4.7M1.7%ETFVery LowMadison, CT2026-10-28
NorthAvenue LLC
289,126$4.7M3.3%ETFVery LowColumbus, OH2026-10-29
Straight Path Wealth Management
287,287$4.6M1.0%ETFLowJenison, MI2026-10-23
Commonwealth Equity Services, LLC
282,600$4.6M0.0%ETFLowWaltham, MA2026-11-02
Ledgewood Wealth Advisors, LLC
261,015$4.2M2.3%ETFLowExeter, NH2026-10-09
Farnam Financial LLC
256,341$4.2M3.1%ETFLowPhoenix, AZ2026-10-21
MGO One Seven LLC
249,333$4.0M0.1%GrowthLowBeachwood, OH2026-10-28
S.E.E.D. Planning Group LLC
246,604$4.0M1.0%CoreMediumBinghamton, NY2026-10-07
Horizons Wealth Management
237,166$3.8M2.4%ETFLowAsheville, NC2026-10-05
Opulen Financial Group LLC
225,741$3.6M2.2%ETFVery LowArlington, VA2026-10-22
Red Spruce Capital, LLC
213,578$3.4M1.2%GrowthMediumBerwyn, PA2026-10-07
Infinity Wealth Counsel, LLC
213,527$3.4M2.8%ETFVery LowLoveland, OH2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
208,706$3.4M0.0%GrowthVery LowSeattle, WA2026-10-27
Dynamic Advisor Solutions LLC
199,773$3.2M0.1%ETFLowPhoenix, AZ2026-10-13
Fourpath Capital Management, LLC
177,976$2.9M0.4%CoreMediumOklahoma City, OK2026-10-19
AlphaStar Capital Management, LLC
173,539$2.8M0.2%ETFMediumCornelius, NC2026-10-16
Avior Wealth Management, LLC
171,923$2.8M0.1%ETFMediumOmaha, NE2026-10-13
Whitener Capital Management, Inc.
156,031$2.5M0.5%CoreVery LowRocky Mount, NC2026-10-15
Milestones Private Investment Advisors LLC
151,201$2.4M2.0%ETFMediumFairport, NY2026-10-19
RVW Wealth, LLC
149,572$2.4M0.2%ETFVery LowLos Angeles, CA2026-10-06
VestGen Advisors, LLC
124,133$2.0M0.1%GrowthMediumChicago, IL2026-10-27
Semitam Bonam LLC
123,261$2.0M1.4%ETFVery LowGoshen, NY2026-10-27
Livet Wealth, LLC
122,670$2.0M1.1%ETFLowSpanish Fork, UT2026-10-27
Atria Investments, Inc
116,479$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
Kohmann Bosshard Financial Services, LLC
111,320$1.8M0.2%ETFLowFairlawn, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
106,065$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Butensky & Cohen Financial Security, Inc
105,630$1.7M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Silverlake Wealth Management LLC
100,239$1.6M0.3%ETFLowWilliston, VT2026-10-21
G2 Capital Management, LLC / OH
95,914$1.5M0.4%ETFVery LowColumbus, OH2026-10-23
Oliver Luxxe Assets LLC
95,314$1.5M0.2%ValueMediumGladstone, NJ2026-10-14
Laurel Wealth Advisors LLC
92,729$1.5M0.1%CoreVery LowCharlotte, NC2026-10-27
CRA Financial Services, LLC
92,475$1.5M0.2%ETFVery LowNorthfield, NJ2026-10-16
Independence Bank of Kentucky
90,966$1.5M0.2%GrowthLowOwensboro, KY2026-10-26
Sawgrass Asset Management LLC
90,861$1.5M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
Golden Reserve Retirement LLC
87,073$1.4M0.2%ETFVery LowDublin, OH2026-11-02
Parallel Advisors, LLC
83,205$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
First City Capital Management, Inc.
79,650$1.3M0.6%CoreLowSavannah, GA2026-10-27
Ironwood Financial, llc
77,435$1.2M0.2%ETFLowTucson, AZ2026-10-20
AA Financial Advisors, LLC
76,358$1.2M0.1%ETFMediumColumbus, OH2026-10-19
Meridian Financial Partners LLC
75,527$1.2M0.4%GrowthLowWarrenton, VA2026-10-23
Old Port Advisors
70,247$1.1M0.2%GARPLowPortland, ME2026-10-23
Continuum Wealth Advisors, LLC
69,394$1.1M0.4%ETFMediumSaratoga Springs, NY2026-10-20
Apella Capital, LLC
63,680$1.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
Creative Planning
62,943$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Redmond Asset Management, LLC
60,836$981.9K0.3%CoreLowHenrico, VA2026-10-27
Legacy Wealth Management, LLC / MS
60,673$979.3K0.3%GrowthLowRidgeland, MS2026-10-30
Western Financial Corp
58,504$944.3K0.3%MomentumHighSan Diego, CA2026-10-14
Kestra Private Wealth Services, LLC
57,839$933.5K0.0%GrowthLowAustin, TX2026-10-30
Cordatus Wealth Management LLC
57,746$932.0K0.2%GrowthMediumNewtown, PA2026-10-19
Virtue Asset Management LLC
57,659$930.6K0.6%CoreLowBarrington, IL2026-10-21
SAX Wealth Advisors, LLC
56,776$916.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Segment Wealth Management, LLC
55,858$901.5K0.0%CoreLowHouston, TX2026-10-26
Concurrent Investment Advisors, LLC
55,370$893.7K0.0%GrowthMediumTampa, FL2026-10-16
City Holding Co
53,946$870.1K0.1%CoreLowCharleston, WV2026-10-19
Wingate Wealth Advisors, Inc.
51,727$834.9K0.3%ETFVery LowLexington, MA2026-10-26
Cypress Wealth Services, LLC
50,200$812.5K0.1%ETFLowPalm Desert, CA2026-10-21
Legacy Private Trust Co.
49,219$794.4K0.0%ETFLowNeenah, WI2026-10-06
Accurate Wealth Management, LLC
48,520$787.0K0.1%CoreMediumWesley Chapel, FL2026-10-20
Aprio Wealth Management, LLC
47,305$763.5K0.0%ETFMediumAtlanta, GA2026-10-28
Sigma Planning Corp
45,758$738.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sigma Investment Counselors Inc
44,996$726.2K0.0%ETFLowNorthville, MI2026-10-27
Schear Investment Advisers, LLC
42,379$684.0K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
42,379$684.0K0.1%Agg GrowthLowIndependence, OH2026-10-14
Allen Capital Group, LLC
40,778$658.2K0.1%CoreLowGrand Island, NE2026-10-27
Wealth Quarterback LLC
40,437$652.7K0.2%ETFMediumToms River, NJ2026-10-20
Redwood Financial Network Corp
38,972$629.0K0.3%ETFLowSolon, OH2026-11-03
Jm2 Capital Inc.
38,363$619.2K0.4%GrowthVery LowEdmond, OK2026-10-14
Mission Wealth Management, LP
37,546$606.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Sensible Money, LLC
35,945$580.1K0.1%ETFVery LowScottsdale, AZ2026-10-20
XY Planning Network, Inc.
31,959$515.8K0.1%ETFLowBozeman, MT2026-10-14
Kessler Investment Group, LLC
30,485$492.0K0.2%GrowthHighColumbus, IN2026-10-08
Redhawk Wealth Advisors, Inc.
29,981$483.9K0.0%ETFHighMinneapolis, MN2026-10-14
Private Management Group Inc
27,667$446.5K0.0%YieldLowIrvine, CA2026-11-04
American Institute for Advanced Investment Management, LLP
26,665$430.4K0.2%ETFLowScottsdale, AZ2026-11-03
Independent Financial Group, LLC
25,878$417.7K0.0%GrowthLowSan Diego, CA2026-10-13
Quartz Partners, LLC
25,728$415.3K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Private Trust Co NA
25,586$413.0K0.0%CoreLowCleveland, OH2026-10-20
Insight Wealth Partners, LLC
22,569$364.3K0.0%ETFLowPlano, TX2026-10-26
Capital Investment Advisors, LLC
22,013$355.3K0.0%CoreLowAtlanta, GA2026-10-22
HB Wealth Management, LLC
21,420$345.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Diversify Advisory Services, LLC
21,287$346.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
21,287$346.4K0.0%GrowthMediumSandy, UT2026-10-20
First Fiduciary Investment Counsel, Inc.
20,785$335.0K0.2%CoreLowCleveland, OH2026-10-27
Hennion & Walsh Asset Management, Inc.
19,871$320.7K0.0%ValueMediumParsippany, NJ2026-10-13
Tennessee Valley Asset Management Partners
19,530$315.2K0.0%ETFLowKnoxville, TN2026-11-03
Strategic Family Wealth Counselors, L.L.C.
19,389$312.9K0.1%ETFVery LowFairfield, NJ2026-10-29
First Horizon Corp
19,095$308.2K0.0%CoreLowMemphis, TN2026-10-26
Meriwether Wealth & Planning, LLC
18,559$299.5K0.1%ETFMediumMinden, LA2026-10-13
Axxcess Wealth Management, LLC
18,531$299.1K0.0%CoreLowCarlsbad, CA2026-10-21
Krilogy Financial LLC
18,415$298.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Unified Investment Management
18,080$291.8K0.3%CoreLowAtlanta, GA2026-10-14
Net Worth Advisory Group
18,043$291.9K0.1%GARPMediumSandy, UT2026-10-20
Farther Finance Advisors, LLC
17,833$287.8K0.0%IndexLowSan Francisco, CA2026-10-08
Legacy Wealth Partners, LLC
17,739$286.3K0.1%ETFHighLakewood, CO2026-10-15
Cambridge Financial Group, LLC
17,638$293.6K0.1%ETFLowTucson, AZ2026-10-06
Bill Few Associates, Inc.
17,160$277.0K0.1%CoreVery LowSewickley, PA2026-10-09
Somerset Trust Co
17,056$275.3K0.1%CoreVery LowSomerset, PA2026-10-13
Gilbert Capital Group, Inc.
16,952$273.6K0.2%ETFHighNorth Yarmouth, ME2026-10-28
Davenport & Co LLC
16,031$258.7K0.0%CoreMediumRichmond, VA2026-10-14
Greatmark Investment Partners, Inc.
15,285$246.7K0.0%ValueVery LowColumbus, GA2026-10-28
Ashton Thomas Private Wealth, LLC
15,035$242.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Berman McAleer LLC
15,015$242.3K0.0%ETFVery LowTimonium, MD2026-10-16
Key FInancial Inc
14,989$241.9K0.0%ETFLowWest Chester, PA2026-11-02
Signature Estate & Investment Advisors LLC
14,240$229.8K0.0%ETFMediumLos Angeles, CA2026-10-13
Davis Capital Management
13,300$214.7K0.1%CoreLowJacksonville, FL2026-10-08
Strid Group, LLC
13,159$212.4K0.0%ETFLowNewtown Square, PA2026-10-28
Yankcom Partnership
12,792$206.5K0.1%CoreVery LowYankton, SD2026-10-15
Integris Wealth Management, LLC
12,233$197.4K0.0%ETFVery LowMonterey, CA2026-10-14
ETF Portfolio Partners, Inc.
12,191$196.8K0.0%ETFVery LowLeawood, KS2026-10-22
Koshinski Asset Management, Inc.
11,258$181.7K0.0%ETFLowDecatur, IL2026-10-29
B. Riley Wealth Advisors, Inc.
11,173$180.3K0.0%GrowthLowMemphis, TN2026-10-13
Nicholas Hoffman & Company, Llc.
10,940$176.6K0.0%ETFVery LowAtlanta, GA2026-10-30
ETF Store, Inc.
10,924$176.3K0.1%ETFVery LowOverland Park, KS2026-10-19
Wagner Wealth Management, Corp
10,820$174.6K0.1%ETFHighConyngham, PA2026-10-20
John W. Brooker & Co., CPAs
10,808$174.4K0.2%ETFMediumOakland, CA2026-10-21
Commonwealth Financial Services, LLC
10,598$171.1K0.0%ETFMediumVienna, WV2026-10-20
Sowell Financial Services LLC
10,557$170.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Sentinel Pension Advisors, LLC
10,366$167.3K0.0%ETFLowWakefield, MA2026-11-02
International Assets Investment Management, LLC
10,010$161.9K0.0%CoreVery HighOrlando, FL2026-11-02
Pacific Wealth Strategies Group, Inc.
10,000$161.4K0.1%ETFMediumSanta Barbara, CA2026-11-02
Montag A & Associates Inc
9,199$148.5K0.0%CoreLowAtlanta, GA2026-10-29
United Community Bank
5,500$88.8K0.0%CoreLowGreenville, SC2026-10-28
IFP Advisors, Inc
5,418$87.4K0.0%GrowthLowTampa, FL2026-10-16
Marquette Asset Management, LLC
5,394$87.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
SJS Investment Consulting Inc.
3,913$63.2K0.0%ETFVery LowSylvania, OH2026-10-26
Sarver Vrooman Wealth Advisors
3,642$58.8K0.0%ETFMediumKansas City, MO2026-10-01
Capital Investment Advisory Services, LLC
3,627$58.5K0.0%CoreMediumRaleigh, NC2026-10-30
Old Second National Bank of Aurora
2,960$47.8K0.0%CoreLowAurora, IL2026-10-22
Eastern Bank
2,903$46.9K0.0%GrowthMediumBoston, MA2026-10-05
Noble Wealth Management PBC
2,250$36.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
City State Bank
1,177$19.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
West Branch Capital LLC
1,101$17.8K0.0%GrowthVery LowAmherst, MA2026-10-20
Lanark Financial, Inc.
914$14.8K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
543$8.8K0.0%GrowthMediumColumbus, OH2026-10-29
DiNuzzo Private Wealth, Inc.
416$6.7K0.0%ETFLowBeaver, PA2026-10-16
Financial Consulate, Inc
364$5.9K0.0%ETFLowHunt Valley, MD2026-10-23
Creative Financial Designs Inc
343$5.5K0.0%ETFMediumKokomo, IN2026-11-04
Gamma Investing LLC
283$4.6K0.0%IndexVery LowFoster City, CA2026-10-08
First Bancorp, Inc
279$4.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Harbor Investment Advisory, LLC
200$3.2K0.0%GrowthLowLutherville, MD2026-10-13
Golden State Wealth Management, LLC
168$2.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Caldwell Trust Co
75$1.2K0.0%GrowthLowVenice, FL2026-10-30
Evolution Wealth Management Inc.
35$5650.0%ETFMediumFort Myers, FL2026-10-28