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Invesco Bulletshares 2029 CB (BSCT)

CUSIP: 46138J577 | NYSE | 488 institutional holders

Quarters

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

Lido Advisors, LLC5,614,231
0.3% of portfolio›$102.2M
Avior Wealth Management, LLC2,449,929
1.2% of portfolio›$44.6M
Tlwm1,758,747
5.1% of portfolio›$32.0M
Clark Asset Management, LLC1,594,133
2.1% of portfolio›$29.0M
Brookstone Capital Management1,213,095
0.2% of portfolio›$22.1M
Kestra Advisory Services, LLC1,068,734
0.1% of portfolio›$19.5M
Capital Investment Counsel, LLC849,399
1.9% of portfolio›$15.5M
Prospera Financial Services Inc833,859
0.2% of portfolio›$15.3M
Cambridge Investment Research Advisors, Inc.793,761
0.1% of portfolio›$14.4M
Asset Dedication, LLC731,360
0.8% of portfolio›$13.3M
Kirr Marbach & Co LLC729,385
2.5% of portfolio›$13.3M
Carrera Capital Advisors651,308
1.7% of portfolio›$11.9M
Gill Capital Partners, LLC642,966
3.2% of portfolio›$11.7M
Straight Path Wealth Management620,720
2.5% of portfolio›$11.3M
Cookson Peirce & Co Inc613,546
0.4% of portfolio›$11.2M
Cornerstone Planning, LLC612,737
2.3% of portfolio›$11.3M
Central Valley Advisors, LLC592,226
2.9% of portfolio›$10.8M
GPM Growth Investors, Inc.578,127
4.4% of portfolio›$10.5M
First International Bank of Israel Ltd.540,000
4.0% of portfolio›$9.8M
HUB Investment Partners, LLC539,056
0.2% of portfolio›$9.8M
Sound Stewardship, LLC494,584
3.7% of portfolio›$9.0M
Carnegie Investment Counsel459,809
0.2% of portfolio›$8.4M
Carroll Advisory Group, LLC438,229
2.5% of portfolio›$8.0M
Marietta Wealth Management, LLC424,325
0.8% of portfolio›$7.8M
Kathmere Capital Management, LLC421,196
0.4% of portfolio›$7.7M
Financial Solutions Advisory Group, Inc.388,555
0.9% of portfolio›$7.1M
SFE Investment Counsel384,947
0.9% of portfolio›$7.0M
Ledgewood Wealth Advisors, LLC380,738
3.8% of portfolio›$6.9M
Commonwealth Equity Services, LLC380,117
0.0% of portfolio›$6.9M
Hengehold Capital Management LLC350,359
0.5% of portfolio›$6.4M
Parr Mcknight Wealth Management Group, LLC346,594
0.7% of portfolio›$6.3M
Carmel Capital Partners, LLC341,466
2.2% of portfolio›$6.2M
Decker Wealth Management LLC336,267
1.2% of portfolio›$6.1M
Wilkins Miller Wealth Management, LLC327,532
3.4% of portfolio›$6.0M
BCS Wealth Management323,397
1.0% of portfolio›$5.9M
Howard Wealth Management, LLC310,049
2.0% of portfolio›$5.6M
Farnam Financial LLC301,374
4.1% of portfolio›$5.5M
Red Spruce Capital, LLC300,852
1.9% of portfolio›$5.5M
Truist Financial Corp292,721
0.0% of portfolio›$5.3M
AA Financial Advisors, LLC285,119
0.6% of portfolio›$5.2M
NorthAvenue LLC278,081
3.6% of portfolio›$5.1M
Trilogy Capital Inc.268,663
0.2% of portfolio›$4.9M
MGO One Seven LLC253,366
0.1% of portfolio›$4.6M
Laurel Wealth Advisors LLC242,701
0.4% of portfolio›$4.4M
Horizons Wealth Management232,358
2.6% of portfolio›$4.2M
Parisi Gray Wealth Management230,027
0.8% of portfolio›$4.2M
S.E.E.D. Planning Group LLC220,577
1.0% of portfolio›$4.0M
Advisory Solutions Group, LLC218,495
0.8% of portfolio›$4.0M
Infinity Wealth Counsel, LLC201,834
3.0% of portfolio›$3.7M
Pacific Wealth Strategies Group, Inc.195,828
1.9% of portfolio›$3.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management188,586
0.0% of portfolio›$3.4M
Opulen Financial Group LLC181,464
2.0% of portfolio›$3.3M
Old Port Advisors181,267
0.7% of portfolio›$3.3M
Livet Wealth, LLC168,100
1.7% of portfolio›$3.1M
AlphaStar Capital Management, LLC161,820
0.2% of portfolio›$2.9M
Silverlake Wealth Management LLC160,633
0.5% of portfolio›$2.9M
Oliver Luxxe Assets LLC149,279
0.4% of portfolio›$2.7M
Ironwood Financial, llc144,323
0.4% of portfolio›$2.6M
Fourpath Capital Management, LLC135,442
0.3% of portfolio›$2.5M
Milestones Private Investment Advisors LLC135,376
2.0% of portfolio›$2.5M
Apollon Wealth Management, LLC132,337
0.0% of portfolio›$2.4M
CRA Financial Services, LLC127,124
0.3% of portfolio›$2.3M
VestGen Advisors, LLC126,490
0.1% of portfolio›$2.3M
Wagner Wealth Management, Corp118,136
1.7% of portfolio›$2.2M
Semitam Bonam LLC114,342
1.4% of portfolio›$2.1M
Sigma Planning Corp112,910
0.1% of portfolio›$2.1M
Atria Investments, Inc107,431
0.0% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC105,729
0.0% of portfolio›$1.9M
Hennion & Walsh Asset Management, Inc.95,157
0.1% of portfolio›$1.7M
Butensky & Cohen Financial Security, Inc92,003
0.4% of portfolio›$1.7M
G2 Capital Management, LLC / OH88,346
0.4% of portfolio›$1.6M
Matthew Goff Investment Advisor, LLC83,683
0.2% of portfolio›$1.5M
Whitener Capital Management, Inc.79,468
0.3% of portfolio›$1.4M
Parallel Advisors, LLC78,385
0.0% of portfolio›$1.4M
Continuum Wealth Advisors, LLC78,132
0.5% of portfolio›$1.4M
Sawgrass Asset Management LLC77,459
0.2% of portfolio›$1.4M
Wingate Wealth Advisors, Inc.71,187
0.5% of portfolio›$1.3M
Independence Bank of Kentucky70,028
0.1% of portfolio›$1.3M
Unified Investment Management69,444
1.1% of portfolio›$1.3M
Apella Capital, LLC68,956
0.0% of portfolio›$1.3M
Meridian Financial Partners LLC67,051
0.4% of portfolio›$1.2M
Tempo Wealth, LLC64,116
0.1% of portfolio›$1.2M
Schear Investment Advisers, LLC64,116
0.1% of portfolio›$1.2M
Towne Trust Company, N.a63,974
0.3% of portfolio›$1.2M
Kohmann Bosshard Financial Services, LLC63,754
0.1% of portfolio›$1.2M
Redmond Asset Management, LLC61,397
0.3% of portfolio›$1.1M
Kestra Private Wealth Services, LLC58,536
0.0% of portfolio›$1.1M
Segment Wealth Management, LLC57,820
0.1% of portfolio›$1.1M
SAX Wealth Advisors, LLC57,375
0.0% of portfolio›$1.0M
Legacy Wealth Management, LLC / MS56,756
0.3% of portfolio›$1.0M
Redwood Financial Network Corp54,613
0.5% of portfolio›$993.9K
Concurrent Investment Advisors, LLC52,698
0.0% of portfolio›$959.1K
American Institute for Advanced Investment Management, LLP52,190
0.5% of portfolio›$949.9K
Cordatus Wealth Management LLC51,999
0.2% of portfolio›$946.4K
Western Financial Corp51,450
0.3% of portfolio›$936.4K
Accurate Wealth Management, LLC50,424
0.1% of portfolio›$921.5K
SJS Investment Consulting Inc.50,247
0.1% of portfolio›$914.5K
Creative Planning49,147
0.0% of portfolio›$894.5K
4Thought Financial Group Inc.48,167
0.4% of portfolio›$876.6K
Golden Reserve Retirement LLC46,810
0.1% of portfolio›$851.9K
City Holding Co45,150
0.1% of portfolio›$821.3K
Mission Wealth Management, LP44,751
0.0% of portfolio›$814.5K
Cypress Wealth Services, LLC44,268
0.1% of portfolio›$808.1K
XY Planning Network, Inc.41,996
0.1% of portfolio›$764.3K
Key FInancial Inc41,872
0.1% of portfolio›$762.1K
Aprio Wealth Management, LLC41,484
0.0% of portfolio›$755.0K
Jm2 Capital Inc.39,512
0.5% of portfolio›$719.1K
Allen Capital Group, LLC38,184
0.1% of portfolio›$694.9K
Sowell Financial Services LLC37,806
0.0% of portfolio›$688.1K
Axxcess Wealth Management, LLC37,497
0.0% of portfolio›$682.4K
Wealth Quarterback LLC36,323
0.2% of portfolio›$661.1K
HB Wealth Management, LLC34,269
0.0% of portfolio›$623.7K
Diversify Wealth Management, LLC32,618
0.0% of portfolio›$597.1K
Diversify Advisory Services, LLC32,618
0.0% of portfolio›$597.1K
Pinnacle Financial Group, LLC / IL31,430
0.1% of portfolio›$572.0K
Insight Wealth Partners, LLC31,181
0.1% of portfolio›$567.5K
First Fiduciary Investment Counsel, Inc.30,390
0.3% of portfolio›$553.0K
Private Trust Co NA30,351
0.0% of portfolio›$552.4K
Sensible Money, LLC30,225
0.1% of portfolio›$550.1K
Sigma Investment Counselors Inc28,637
0.0% of portfolio›$521.2K
Virtue Asset Management LLC27,841
0.3% of portfolio›$506.7K
Kessler Investment Group, LLC27,762
0.2% of portfolio›$505.3K
Redhawk Wealth Advisors, Inc.26,810
0.0% of portfolio›$487.9K
Net Worth Advisory Group24,800
0.1% of portfolio›$452.2K
First Horizon Corp24,310
0.0% of portfolio›$442.4K
Strategic Family Wealth Counselors, L.L.C.24,244
0.1% of portfolio›$441.3K
Wealthcare Advisory Partners LLC23,923
0.0% of portfolio›$435.4K
Cornerstone Wealth Management, LLC22,834
0.0% of portfolio›$415.6K
Capital Investment Advisors, LLC21,417
0.0% of portfolio›$389.8K
Montag A & Associates Inc20,833
0.0% of portfolio›$379.2K
Global Wealth Strategies & Associates20,052
0.1% of portfolio›$364.9K
Independent Financial Group, LLC19,868
0.0% of portfolio›$361.6K
Well Done, LLC18,937
0.0% of portfolio›$344.7K
Pinnacle Bancorp, Inc.18,248
0.1% of portfolio›$332.1K
RVW Wealth, LLC17,842
0.0% of portfolio›$324.7K
Meriwether Wealth & Planning, LLC17,521
0.1% of portfolio›$318.9K
Somerset Trust Co16,214
0.1% of portfolio›$295.1K
Ascentis Independent Advisors16,203
0.0% of portfolio›$294.9K
ASL Financial, LLC16,070
0.2% of portfolio›$292.5K
Legacy Wealth Partners, LLC15,886
0.1% of portfolio›$289.1K
Krilogy Financial LLC15,826
0.0% of portfolio›$289.2K
Yankcom Partnership15,313
0.1% of portfolio›$278.7K
Tassel Capital Management, Inc.15,181
0.1% of portfolio›$276.3K
Tennessee Valley Asset Management Partners14,460
0.0% of portfolio›$263.2K
Davenport & Co LLC14,296
0.0% of portfolio›$260.2K
Dynamic Advisor Solutions LLC14,213
0.0% of portfolio›$258.7K
Berman McAleer LLC13,430
0.0% of portfolio›$244.4K
Integris Wealth Management, LLC12,073
0.0% of portfolio›$219.7K
Strid Group, LLC11,964
0.0% of portfolio›$217.8K
World Equity Group, Inc.11,892
0.1% of portfolio›$216.4K
Comprehensive Financial Consultants Institutional, Inc.11,890
0.1% of portfolio›$216.4K
Foundry Financial Group, Inc.11,780
0.1% of portfolio›$214.4K
Koshinski Asset Management, Inc.11,708
0.0% of portfolio›$213.1K
Bill Few Associates, Inc.11,600
0.0% of portfolio›$211.1K
Ashton Thomas Private Wealth, LLC11,397
0.0% of portfolio›$207.4K
Signature Estate & Investment Advisors LLC11,317
0.0% of portfolio›$206.0K
International Assets Investment Management, LLC11,168
0.0% of portfolio›$203.6K
Stonebridge Financial Group, LLC10,918
0.0% of portfolio›$198.7K
Members Wealth LLC10,860
0.1% of portfolio›$198.5K
Indivisible Partners10,596
0.0% of portfolio›$192.9K
Gradient Capital Advisors, LLC10,448
0.0% of portfolio›$190.2K
Mirador Capital Partners LP10,347
0.0% of portfolio›$188.3K
NewCorp Financial Services, Inc.10,014
0.1% of portfolio›$182.3K
Westside Investment Management, Inc.6,208
0.0% of portfolio›$113.0K
IFP Advisors, Inc6,046
0.0% of portfolio›$110.0K
Davis Capital Management5,821
0.1% of portfolio›$105.9K
United Community Bank5,500
0.0% of portfolio›$100.1K
Marquette Asset Management, LLC4,372
0.0% of portfolio›$79.6K
Capital Investment Advisory Services, LLC3,515
0.0% of portfolio›$64.0K
Sarver Vrooman Wealth Advisors3,394
0.0% of portfolio›$61.8K
Eastern Bank3,360
0.0% of portfolio›$61.2K
Old Second National Bank of Aurora2,658
0.0% of portfolio›$48.4K
Harbor Investment Advisory, LLC2,025
0.0% of portfolio›$36.9K
Gamma Investing LLC1,739
0.0% of portfolio›$31.7K
Aspect Partners, LLC1,056
0.0% of portfolio›$19.2K
City State Bank1,056
0.0% of portfolio›$19.2K
Farther Finance Advisors, LLC1,036
0.0% of portfolio›$18.9K
Lanark Financial, Inc.820
0.0% of portfolio›$14.9K
Signature Equity Partners, LLC488
0.0% of portfolio›$8.9K
CX Institutional390
0.0% of portfolio›$7
RHL Group, LLC374
0.0% of portfolio›$6.8K
1620 Investment Advisors, Inc.370
0.0% of portfolio›$6.7K
DiNuzzo Private Wealth, Inc.343
0.0% of portfolio›$6.2K
Creative Financial Designs Inc308
0.0% of portfolio›$5.6K
First Bancorp, Inc241
0.0% of portfolio›$4.4K
First Premier Bank220
0.0% of portfolio›$4
Spire Wealth Management158
0.0% of portfolio›$2.9K
Evolution Wealth Management Inc.94
0.0% of portfolio›$1.7K
Assetmark, Inc82
0.0% of portfolio›$1.5K
Caldwell Trust Co63
0.0% of portfolio›$1.1K
Golden State Wealth Management, LLC60
0.0% of portfolio›$1.1K
Elevated Capital Advisors, LLC13
0.0% of portfolio›$237
StyleTurnoverLocationFiled
Lido Advisors, LLC
5,614,231$102.2M0.3%GrowthLowLos Angeles, CA2026-11-04
Avior Wealth Management, LLC
2,449,929$44.6M1.2%ETFMediumOmaha, NE2026-10-13
Tlwm
1,758,747$32.0M5.1%ETFLowSan Antonio, TX2026-10-09
Clark Asset Management, LLC
1,594,133$29.0M2.1%ETFVery LowStratham, NH2026-10-19
Brookstone Capital Management
1,213,095$22.1M0.2%ETFMediumWheaton, IL2026-10-22
Kestra Advisory Services, LLC
1,068,734$19.5M0.1%CoreLowAustin, TX2026-11-02
Capital Investment Counsel, LLC
849,399$15.5M1.9%CoreLowDenver, CO2026-10-14
Prospera Financial Services Inc
833,859$15.3M0.2%CoreMediumDallas, TX2026-11-04
Cambridge Investment Research Advisors, Inc.
793,761$14.4M0.1%ETFLowFairfield, IA2026-11-02
Asset Dedication, LLC
731,360$13.3M0.8%ETFLowSan Francisco, CA2026-11-03
Kirr Marbach & Co LLC
729,385$13.3M2.5%GARPLowColumbus, IN2026-10-20
Carrera Capital Advisors
651,308$11.9M1.7%ETFMediumTroy, MI2026-11-03
Gill Capital Partners, LLC
642,966$11.7M3.2%ETFLowDenver, CO2026-10-13
Straight Path Wealth Management
620,720$11.3M2.5%ETFLowJenison, MI2026-10-23
Cookson Peirce & Co Inc
613,546$11.2M0.4%GrowthHighPittsburgh, PA2026-10-30
Cornerstone Planning, LLC
612,737$11.3M2.3%CoreMediumCharlotte, NC2026-10-27
Central Valley Advisors, LLC
592,226$10.8M2.9%CoreLowSacramento, CA2026-10-27
GPM Growth Investors, Inc.
578,127$10.5M4.4%GrowthLowBloomfield Hills, MI2026-10-30
First International Bank of Israel Ltd.
540,000$9.8M4.0%ETFMediumTel Aviv, Luxembourg2026-11-04
HUB Investment Partners, LLC
539,056$9.8M0.2%GrowthLowAustin, TX2026-11-03
Sound Stewardship, LLC
494,584$9.0M3.7%ETFVery LowOverland Park, KS2026-10-14
Carnegie Investment Counsel
459,809$8.4M0.2%CoreLowPepper Pike, OH2026-10-20
Carroll Advisory Group, LLC
438,229$8.0M2.5%ETFVery LowTexarkana, TX2026-10-16
Marietta Wealth Management, LLC
424,325$7.8M0.8%GrowthLowMarietta, GA2026-10-22
Kathmere Capital Management, LLC
421,196$7.7M0.4%ETFLowWayne, PA2026-10-20
Financial Solutions Advisory Group, Inc.
388,555$7.1M0.9%ETFMediumChicago, IL2026-10-28
SFE Investment Counsel
384,947$7.0M0.9%CoreLowLos Angeles, CA2026-10-29
Ledgewood Wealth Advisors, LLC
380,738$6.9M3.8%ETFLowExeter, NH2026-10-09
Commonwealth Equity Services, LLC
380,117$6.9M0.0%ETFLowWaltham, MA2026-11-02
Hengehold Capital Management LLC
350,359$6.4M0.5%ETFLowCincinnati, OH2026-10-16
Parr Mcknight Wealth Management Group, LLC
346,594$6.3M0.7%CoreMediumMinneapolis, MN2026-10-30
Carmel Capital Partners, LLC
341,466$6.2M2.2%ValueMediumSan Diego, CA2026-11-03
Decker Wealth Management LLC
336,267$6.1M1.2%MomentumLowNashville, TN2026-10-09
Wilkins Miller Wealth Management, LLC
327,532$6.0M3.4%ETFVery LowMobile, AL2026-10-13
BCS Wealth Management
323,397$5.9M1.0%ETFVery LowJohnson City, TN2026-11-03
Howard Wealth Management, LLC
310,049$5.6M2.0%ETFVery LowMadison, CT2026-10-28
Farnam Financial LLC
301,374$5.5M4.1%ETFLowPhoenix, AZ2026-10-21
Red Spruce Capital, LLC
300,852$5.5M1.9%GrowthMediumBerwyn, PA2026-10-07
Truist Financial Corp
292,721$5.3M0.0%CoreLowCharlotte, NC2026-10-30
AA Financial Advisors, LLC
285,119$5.2M0.6%ETFMediumColumbus, OH2026-10-19
NorthAvenue LLC
278,081$5.1M3.6%ETFVery LowColumbus, OH2026-10-29
Trilogy Capital Inc.
268,663$4.9M0.2%ETFMediumIrvine, CA2026-10-20
MGO One Seven LLC
253,366$4.6M0.1%GrowthLowBeachwood, OH2026-10-28
Laurel Wealth Advisors LLC
242,701$4.4M0.4%CoreVery LowCharlotte, NC2026-10-27
Horizons Wealth Management
232,358$4.2M2.6%ETFLowAsheville, NC2026-10-05
Parisi Gray Wealth Management
230,027$4.2M0.8%GrowthLowMendham, NJ2026-10-16
S.E.E.D. Planning Group LLC
220,577$4.0M1.0%CoreMediumBinghamton, NY2026-10-07
Advisory Solutions Group, LLC
218,495$4.0M0.8%ETFN/APlymouth, MN2026-10-14
Infinity Wealth Counsel, LLC
201,834$3.7M3.0%ETFVery LowLoveland, OH2026-10-15
Pacific Wealth Strategies Group, Inc.
195,828$3.6M1.9%ETFMediumSanta Barbara, CA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
188,586$3.4M0.0%GrowthVery LowSeattle, WA2026-10-27
Opulen Financial Group LLC
181,464$3.3M2.0%ETFVery LowArlington, VA2026-10-22
Old Port Advisors
181,267$3.3M0.7%GARPLowPortland, ME2026-10-23
Livet Wealth, LLC
168,100$3.1M1.7%ETFLowSpanish Fork, UT2026-10-27
AlphaStar Capital Management, LLC
161,820$2.9M0.2%ETFMediumCornelius, NC2026-10-16
Silverlake Wealth Management LLC
160,633$2.9M0.5%ETFLowWilliston, VT2026-10-21
Oliver Luxxe Assets LLC
149,279$2.7M0.4%ValueMediumGladstone, NJ2026-10-14
Ironwood Financial, llc
144,323$2.6M0.4%ETFLowTucson, AZ2026-10-20
Fourpath Capital Management, LLC
135,442$2.5M0.3%CoreMediumOklahoma City, OK2026-10-19
Milestones Private Investment Advisors LLC
135,376$2.5M2.0%ETFMediumFairport, NY2026-10-19
Apollon Wealth Management, LLC
132,337$2.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
CRA Financial Services, LLC
127,124$2.3M0.3%ETFVery LowNorthfield, NJ2026-10-16
VestGen Advisors, LLC
126,490$2.3M0.1%GrowthMediumChicago, IL2026-10-27
Wagner Wealth Management, Corp
118,136$2.2M1.7%ETFHighConyngham, PA2026-10-20
Semitam Bonam LLC
114,342$2.1M1.4%ETFVery LowGoshen, NY2026-10-27
Sigma Planning Corp
112,910$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Atria Investments, Inc
107,431$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Advisory Services, LLC
105,729$1.9M0.0%CoreLowPlymouth, MN2026-10-13
Hennion & Walsh Asset Management, Inc.
95,157$1.7M0.1%ValueMediumParsippany, NJ2026-10-13
Butensky & Cohen Financial Security, Inc
92,003$1.7M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
G2 Capital Management, LLC / OH
88,346$1.6M0.4%ETFVery LowColumbus, OH2026-10-23
Matthew Goff Investment Advisor, LLC
83,683$1.5M0.2%CoreMediumHouston, TX2026-10-13
Whitener Capital Management, Inc.
79,468$1.4M0.3%CoreVery LowRocky Mount, NC2026-10-15
Parallel Advisors, LLC
78,385$1.4M0.0%IndexLowSan Francisco, CA2026-11-03
Continuum Wealth Advisors, LLC
78,132$1.4M0.5%ETFMediumSaratoga Springs, NY2026-10-20
Sawgrass Asset Management LLC
77,459$1.4M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
Wingate Wealth Advisors, Inc.
71,187$1.3M0.5%ETFVery LowLexington, MA2026-10-26
Independence Bank of Kentucky
70,028$1.3M0.1%GrowthLowOwensboro, KY2026-10-26
Unified Investment Management
69,444$1.3M1.1%CoreLowAtlanta, GA2026-10-14
Apella Capital, LLC
68,956$1.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Meridian Financial Partners LLC
67,051$1.2M0.4%GrowthLowWarrenton, VA2026-10-23
Tempo Wealth, LLC
64,116$1.2M0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
64,116$1.2M0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Towne Trust Company, N.a
63,974$1.2M0.3%CoreLowNewport News, VA2026-10-28
Kohmann Bosshard Financial Services, LLC
63,754$1.2M0.1%ETFLowFairlawn, OH2026-11-04
Redmond Asset Management, LLC
61,397$1.1M0.3%CoreLowHenrico, VA2026-10-27
Kestra Private Wealth Services, LLC
58,536$1.1M0.0%GrowthLowAustin, TX2026-10-30
Segment Wealth Management, LLC
57,820$1.1M0.1%CoreLowHouston, TX2026-10-26
SAX Wealth Advisors, LLC
57,375$1.0M0.0%ETFVery LowParsippany, NJ2026-10-13
Legacy Wealth Management, LLC / MS
56,756$1.0M0.3%GrowthLowRidgeland, MS2026-10-30
Redwood Financial Network Corp
54,613$993.9K0.5%ETFLowSolon, OH2026-11-03
Concurrent Investment Advisors, LLC
52,698$959.1K0.0%GrowthMediumTampa, FL2026-10-16
American Institute for Advanced Investment Management, LLP
52,190$949.9K0.5%ETFLowScottsdale, AZ2026-11-03
Cordatus Wealth Management LLC
51,999$946.4K0.2%GrowthMediumNewtown, PA2026-10-19
Western Financial Corp
51,450$936.4K0.3%MomentumHighSan Diego, CA2026-10-14
Accurate Wealth Management, LLC
50,424$921.5K0.1%CoreMediumWesley Chapel, FL2026-10-20
SJS Investment Consulting Inc.
50,247$914.5K0.1%ETFVery LowSylvania, OH2026-10-26
Creative Planning
49,147$894.5K0.0%IndexVery LowOverland Park, KS2026-11-02
4Thought Financial Group Inc.
48,167$876.6K0.4%ETFLowSyosset, NY2026-11-02
Golden Reserve Retirement LLC
46,810$851.9K0.1%ETFVery LowDublin, OH2026-11-02
City Holding Co
45,150$821.3K0.1%CoreLowCharleston, WV2026-10-19
Mission Wealth Management, LP
44,751$814.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Cypress Wealth Services, LLC
44,268$808.1K0.1%ETFLowPalm Desert, CA2026-10-21
XY Planning Network, Inc.
41,996$764.3K0.1%ETFLowBozeman, MT2026-10-14
Key FInancial Inc
41,872$762.1K0.1%ETFLowWest Chester, PA2026-11-02
Aprio Wealth Management, LLC
41,484$755.0K0.0%ETFMediumAtlanta, GA2026-10-28
Jm2 Capital Inc.
39,512$719.1K0.5%GrowthVery LowEdmond, OK2026-10-14
Allen Capital Group, LLC
38,184$694.9K0.1%CoreLowGrand Island, NE2026-10-27
Sowell Financial Services LLC
37,806$688.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Axxcess Wealth Management, LLC
37,497$682.4K0.0%CoreLowCarlsbad, CA2026-10-21
Wealth Quarterback LLC
36,323$661.1K0.2%ETFMediumToms River, NJ2026-10-20
HB Wealth Management, LLC
34,269$623.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Diversify Wealth Management, LLC
32,618$597.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
32,618$597.1K0.0%GrowthLowSandy, UT2026-10-20
Pinnacle Financial Group, LLC / IL
31,430$572.0K0.1%ETFVery LowWestern Springs, IL2026-10-29
Insight Wealth Partners, LLC
31,181$567.5K0.1%ETFLowPlano, TX2026-10-26
First Fiduciary Investment Counsel, Inc.
30,390$553.0K0.3%CoreLowCleveland, OH2026-10-27
Private Trust Co NA
30,351$552.4K0.0%CoreLowCleveland, OH2026-10-20
Sensible Money, LLC
30,225$550.1K0.1%ETFVery LowScottsdale, AZ2026-10-20
Sigma Investment Counselors Inc
28,637$521.2K0.0%ETFLowNorthville, MI2026-10-27
Virtue Asset Management LLC
27,841$506.7K0.3%CoreLowBarrington, IL2026-10-21
Kessler Investment Group, LLC
27,762$505.3K0.2%GrowthHighColumbus, IN2026-10-08
Redhawk Wealth Advisors, Inc.
26,810$487.9K0.0%ETFHighMinneapolis, MN2026-10-14
Net Worth Advisory Group
24,800$452.2K0.1%GARPMediumSandy, UT2026-10-20
First Horizon Corp
24,310$442.4K0.0%CoreLowMemphis, TN2026-10-26
Strategic Family Wealth Counselors, L.L.C.
24,244$441.3K0.1%ETFVery LowFairfield, NJ2026-10-29
Wealthcare Advisory Partners LLC
23,923$435.4K0.0%ETFLowWest Chester, PA2026-10-21
Cornerstone Wealth Management, LLC
22,834$415.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Capital Investment Advisors, LLC
21,417$389.8K0.0%CoreLowAtlanta, GA2026-10-22
Montag A & Associates Inc
20,833$379.2K0.0%CoreLowAtlanta, GA2026-10-29
Global Wealth Strategies & Associates
20,052$364.9K0.1%ETFLowDenver, CO2026-10-02
Independent Financial Group, LLC
19,868$361.6K0.0%GrowthLowSan Diego, CA2026-10-13
Well Done, LLC
18,937$344.7K0.0%ETFLowHolland, MI2026-10-20
Pinnacle Bancorp, Inc.
18,248$332.1K0.1%CoreVery LowBeatrice, NE2026-10-21
RVW Wealth, LLC
17,842$324.7K0.0%ETFVery LowLos Angeles, CA2026-10-06
Meriwether Wealth & Planning, LLC
17,521$318.9K0.1%ETFMediumMinden, LA2026-10-13
Somerset Trust Co
16,214$295.1K0.1%CoreVery LowSomerset, PA2026-10-13
Ascentis Independent Advisors
16,203$294.9K0.0%ETFLowDallas, TX2026-11-03
ASL Financial, LLC
16,070$292.5K0.2%ETFVery LowLos Gatos, CA2026-10-15
Legacy Wealth Partners, LLC
15,886$289.1K0.1%ETFHighLakewood, CO2026-10-15
Krilogy Financial LLC
15,826$289.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Yankcom Partnership
15,313$278.7K0.1%CoreVery LowYankton, SD2026-10-15
Tassel Capital Management, Inc.
15,181$276.3K0.1%ETFLowMatthews, NC2026-10-20
Tennessee Valley Asset Management Partners
14,460$263.2K0.0%ETFLowKnoxville, TN2026-11-03
Davenport & Co LLC
14,296$260.2K0.0%CoreMediumRichmond, VA2026-10-14
Dynamic Advisor Solutions LLC
14,213$258.7K0.0%ETFLowPhoenix, AZ2026-10-13
Berman McAleer LLC
13,430$244.4K0.0%ETFVery LowTimonium, MD2026-10-16
Integris Wealth Management, LLC
12,073$219.7K0.0%ETFVery LowMonterey, CA2026-10-14
Strid Group, LLC
11,964$217.8K0.0%ETFLowNewtown Square, PA2026-10-28
World Equity Group, Inc.
11,892$216.4K0.1%GrowthMediumSchaumburg, IL2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
11,890$216.4K0.1%CoreMediumBloomington, IN2026-10-15
Foundry Financial Group, Inc.
11,780$214.4K0.1%ETFLowLaconia, NH2026-10-28
Koshinski Asset Management, Inc.
11,708$213.1K0.0%ETFLowDecatur, IL2026-10-29
Bill Few Associates, Inc.
11,600$211.1K0.0%CoreVery LowSewickley, PA2026-10-09
Ashton Thomas Private Wealth, LLC
11,397$207.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Signature Estate & Investment Advisors LLC
11,317$206.0K0.0%ETFMediumLos Angeles, CA2026-10-13
International Assets Investment Management, LLC
11,168$203.6K0.0%CoreVery HighOrlando, FL2026-11-02
Stonebridge Financial Group, LLC
10,918$198.7K0.0%ETFMediumWormleysburg, PA2026-10-01
Members Wealth LLC
10,860$198.5K0.1%ETFLowMedia, PA2026-10-20
Indivisible Partners
10,596$192.9K0.0%GrowthMediumClearwater, FL2026-10-26
Gradient Capital Advisors, LLC
10,448$190.2K0.0%ETFLowSan Diego, CA2026-10-21
Mirador Capital Partners LP
10,347$188.3K0.0%GrowthMediumPleasanton, CA2026-10-09
NewCorp Financial Services, Inc.
10,014$182.3K0.1%ETFLowAlpharetta, GA2026-10-14
Westside Investment Management, Inc.
6,208$113.0K0.0%GrowthLowSanta Monica, CA2026-11-02
IFP Advisors, Inc
6,046$110.0K0.0%GrowthLowTampa, FL2026-10-16
Davis Capital Management
5,821$105.9K0.1%CoreLowJacksonville, FL2026-10-08
United Community Bank
5,500$100.1K0.0%CoreLowGreenville, SC2026-10-28
Marquette Asset Management, LLC
4,372$79.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Capital Investment Advisory Services, LLC
3,515$64.0K0.0%CoreMediumRaleigh, NC2026-10-30
Sarver Vrooman Wealth Advisors
3,394$61.8K0.0%ETFMediumKansas City, MO2026-10-01
Eastern Bank
3,360$61.2K0.0%GrowthMediumBoston, MA2026-10-05
Old Second National Bank of Aurora
2,658$48.4K0.0%CoreLowAurora, IL2026-10-22
Harbor Investment Advisory, LLC
2,025$36.9K0.0%GrowthLowLutherville, MD2026-10-13
Gamma Investing LLC
1,739$31.7K0.0%IndexVery LowFoster City, CA2026-10-08
Aspect Partners, LLC
1,056$19.2K0.0%ETFMediumFairfax, VA2026-10-20
City State Bank
1,056$19.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Farther Finance Advisors, LLC
1,036$18.9K0.0%IndexLowSan Francisco, CA2026-10-08
Lanark Financial, Inc.
820$14.9K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
488$8.9K0.0%GrowthMediumColumbus, OH2026-10-29
CX Institutional
390$70.0%CoreMediumAuburn, IN2026-10-02
RHL Group, LLC
374$6.8K0.0%ETFVery HighHolly, MI2026-11-04
1620 Investment Advisors, Inc.
370$6.7K0.0%ValueLowPlymouth, MA2026-11-04
DiNuzzo Private Wealth, Inc.
343$6.2K0.0%ETFLowBeaver, PA2026-10-16
Creative Financial Designs Inc
308$5.6K0.0%ETFMediumKokomo, IN2026-11-04
First Bancorp, Inc
241$4.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
First Premier Bank
220$40.0%CoreVery LowSioux Falls, SD2026-10-13
Spire Wealth Management
158$2.9K0.0%GrowthMediumMclean, VA2026-10-30
Evolution Wealth Management Inc.
94$1.7K0.0%ETFMediumFort Myers, FL2026-10-28
Assetmark, Inc
82$1.5K0.0%ETFLowConcord, CA2026-10-21
Caldwell Trust Co
63$1.1K0.0%GrowthLowVenice, FL2026-10-30
Golden State Wealth Management, LLC
60$1.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Elevated Capital Advisors, LLC
13$2370.0%ETFMediumSandy, UT2026-11-04