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Invesco Bulletshares 2027 CB (BSCR)

CUSIP: 46138J783 | NYSE | 645 institutional holders

Quarters

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

Lido Advisors, LLC56,165,650
2.8% of portfolio›$1.1B
Avior Wealth Management, LLC1,869,534
1.0% of portfolio›$36.5M
Moneco Advisors, LLC1,588,878
1.8% of portfolio›$31.1M
Clark Asset Management, LLC1,525,560
2.2% of portfolio›$29.8M
Tlwm1,480,882
4.6% of portfolio›$28.9M
Brookstone Capital Management1,416,739
0.3% of portfolio›$27.7M
Kestra Advisory Services, LLC1,200,351
0.1% of portfolio›$23.5M
Cambridge Investment Research Advisors, Inc.1,123,773
0.1% of portfolio›$22.0M
Cornerstone Wealth Management, LLC926,780
0.8% of portfolio›$18.1M
Asset Dedication, LLC887,722
1.1% of portfolio›$17.4M
Kestra Private Wealth Services, LLC867,757
0.2% of portfolio›$17.0M
Financial Solutions Advisory Group, Inc.820,071
2.0% of portfolio›$16.1M
Kirr Marbach & Co LLC774,355
2.9% of portfolio›$15.1M
Old Second National Bank of Aurora737,031
2.9% of portfolio›$14.4M
Prospera Financial Services Inc736,485
0.2% of portfolio›$14.4M
Truist Financial Corp641,748
0.0% of portfolio›$12.5M
Straight Path Wealth Management586,540
2.6% of portfolio›$11.5M
Cookson Peirce & Co Inc583,370
0.4% of portfolio›$11.4M
Central Valley Advisors, LLC563,521
3.0% of portfolio›$11.0M
Ledgewood Wealth Advisors, LLC562,979
6.1% of portfolio›$11.0M
AA Financial Advisors, LLC554,764
1.3% of portfolio›$10.8M
Legacy Private Trust Co.554,202
0.6% of portfolio›$10.8M
Red Spruce Capital, LLC515,804
3.6% of portfolio›$10.1M
HUB Investment Partners, LLC503,131
0.2% of portfolio›$9.8M
Hengehold Capital Management LLC502,516
0.7% of portfolio›$9.8M
Chatham Capital Group, Inc.498,600
1.3% of portfolio›$9.7M
Commonwealth Equity Services, LLC492,458
0.0% of portfolio›$9.6M
Ironwood Financial, llc487,054
1.5% of portfolio›$9.5M
Sound Stewardship, LLC465,892
3.7% of portfolio›$9.1M
Lantz Financial LLC424,060
1.5% of portfolio›$8.3M
BCS Wealth Management415,407
1.4% of portfolio›$8.1M
Carnegie Investment Counsel404,790
0.2% of portfolio›$7.9M
Marietta Wealth Management, LLC400,907
0.8% of portfolio›$7.9M
Meriwether Wealth & Planning, LLC400,677
3.5% of portfolio›$7.8M
Carroll Advisory Group, LLC389,096
2.4% of portfolio›$7.6M
River Street Advisors LLC364,188
2.2% of portfolio›$7.1M
Cornerstone Planning, LLC354,710
1.4% of portfolio›$7.0M
Matthew Goff Investment Advisor, LLC351,415
1.0% of portfolio›$6.9M
SFE Investment Counsel336,581
0.9% of portfolio›$6.6M
Parr Mcknight Wealth Management Group, LLC327,479
0.8% of portfolio›$6.4M
Turning Point Benefit Group, Inc.315,995
2.5% of portfolio›$6.2M
Farnam Financial LLC315,632
4.6% of portfolio›$6.2M
Laurel Wealth Advisors LLC313,421
0.6% of portfolio›$6.1M
Howard Wealth Management, LLC312,169
2.2% of portfolio›$6.1M
Verdence Capital Advisors LLC311,473
0.3% of portfolio›$6.1M
NorthAvenue LLC272,310
3.8% of portfolio›$5.3M
Trilogy Capital Inc.263,999
0.2% of portfolio›$5.2M
Gryphon Financial Partners LLC258,661
0.4% of portfolio›$5.1M
Livet Wealth, LLC237,984
2.6% of portfolio›$4.7M
MGO One Seven LLC236,296
0.1% of portfolio›$4.6M
Pinnacle Financial Group, LLC / IL234,976
1.1% of portfolio›$4.6M
CRA Financial Services, LLC221,613
0.5% of portfolio›$4.3M
S.E.E.D. Planning Group LLC214,427
1.0% of portfolio›$4.2M
IFS Advisors, LLC208,300
1.2% of portfolio›$4.1M
Horizons Wealth Management204,575
2.5% of portfolio›$4.0M
Evexia Wealth LLC202,454
1.1% of portfolio›$4.0M
Tenon Financial LLC199,735
1.2% of portfolio›$3.9M
Old Port Advisors198,337
0.8% of portfolio›$3.9M
Pacific Wealth Strategies Group, Inc.194,246
2.1% of portfolio›$3.8M
Infinity Wealth Counsel, LLC192,318
3.0% of portfolio›$3.8M
AlphaStar Capital Management, LLC179,978
0.2% of portfolio›$3.5M
Silverlake Wealth Management LLC177,581
0.6% of portfolio›$3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management175,288
0.0% of portfolio›$3.4M
VestGen Advisors, LLC144,486
0.1% of portfolio›$2.8M
Diversify Advisory Services, LLC139,394
0.0% of portfolio›$2.7M
Diversify Wealth Management, LLC139,394
0.0% of portfolio›$2.7M
Opulen Financial Group LLC136,037
1.6% of portfolio›$2.7M
Milestones Private Investment Advisors LLC130,702
2.1% of portfolio›$2.6M
Wagner Wealth Management, Corp125,410
1.9% of portfolio›$2.5M
Atria Investments, Inc113,742
0.0% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC112,577
0.0% of portfolio›$2.2M
Accurate Wealth Management, LLC111,389
0.2% of portfolio›$2.2M
Key FInancial Inc111,000
0.4% of portfolio›$2.2M
Semitam Bonam LLC108,468
1.5% of portfolio›$2.1M
Redmond Asset Management, LLC102,869
0.6% of portfolio›$2.0M
Mission Wealth Management, LP97,760
0.0% of portfolio›$1.9M
Montag A & Associates Inc95,694
0.1% of portfolio›$1.9M
Schear Investment Advisers, LLC88,917
0.2% of portfolio›$1.7M
Tempo Wealth, LLC88,917
0.2% of portfolio›$1.7M
Wilkins Miller Wealth Management, LLC87,657
1.0% of portfolio›$1.7M
Butensky & Cohen Financial Security, Inc86,766
0.4% of portfolio›$1.7M
Redwood Financial Network Corp86,275
0.9% of portfolio›$1.7M
Strategic Family Wealth Counselors, L.L.C.83,486
0.4% of portfolio›$1.6M
Creative Planning81,705
0.0% of portfolio›$1.6M
Continuum Wealth Advisors, LLC81,398
0.5% of portfolio›$1.6M
RVW Wealth, LLC77,469
0.1% of portfolio›$1.5M
Wlth Capital Management, LLC76,415
9.1% of portfolio›$1.5M
Parallel Advisors, LLC76,159
0.0% of portfolio›$1.5M
Whitener Capital Management, Inc.76,109
0.3% of portfolio›$1.5M
B. Riley Wealth Advisors, Inc.73,900
0.1% of portfolio›$1.4M
Wingate Wealth Advisors, Inc.73,476
0.6% of portfolio›$1.4M
Towne Trust Company, N.a68,662
0.4% of portfolio›$1.3M
Oliver Luxxe Assets LLC67,363
0.2% of portfolio›$1.3M
Decker Wealth Management LLC66,010
0.3% of portfolio›$1.3M
Apella Capital, LLC65,664
0.0% of portfolio›$1.3M
Beacon Financial Group63,418
0.1% of portfolio›$1.2M
XY Planning Network, Inc.63,340
0.1% of portfolio›$1.2M
Independence Bank of Kentucky62,987
0.1% of portfolio›$1.2M
Sigma Planning Corp62,767
0.0% of portfolio›$1.2M
Kessler Investment Group, LLC59,887
0.6% of portfolio›$1.2M
American Institute for Advanced Investment Management, LLP58,978
0.7% of portfolio›$1.2M
Sawgrass Asset Management LLC58,438
0.2% of portfolio›$1.1M
Sidoxia Capital Management, LLC57,984
0.8% of portfolio›$1.1M
Segment Wealth Management, LLC57,882
0.1% of portfolio›$1.1M
Kohmann Bosshard Financial Services, LLC55,170
0.1% of portfolio›$1.1M
Strid Group, LLC53,586
0.1% of portfolio›$1.0M
Kathmere Capital Management, LLC49,385
0.0% of portfolio›$965.2K
Farther Finance Advisors, LLC49,092
0.0% of portfolio›$959.5K
Concurrent Investment Advisors, LLC48,815
0.0% of portfolio›$954.1K
Wealthcare Advisory Partners LLC48,691
0.0% of portfolio›$951.7K
First Fiduciary Investment Counsel, Inc.48,377
0.5% of portfolio›$946.0K
Fourpath Capital Management, LLC47,537
0.1% of portfolio›$929.1K
Woodmont Investment Counsel LLC47,466
0.0% of portfolio›$927.7K
Blossom Wealth Management46,825
1.2% of portfolio›$915.2K
Western Financial Corp46,785
0.3% of portfolio›$914.4K
Cypress Wealth Services, LLC45,909
0.1% of portfolio›$898.2K
SJS Investment Consulting Inc.44,583
0.1% of portfolio›$871.4K
SAX Wealth Advisors, LLC43,093
0.0% of portfolio›$842.3K
Fusion Family Wealth, LLC42,210
0.1% of portfolio›$825.0K
Yankcom Partnership41,940
0.3% of portfolio›$819.8K
Cordatus Wealth Management LLC41,741
0.2% of portfolio›$815.8K
Sentinel Pension Advisors, LLC40,337
0.1% of portfolio›$788.4K
Park Avenue Securities LLC39,395
0.0% of portfolio›$770.0K
Jm2 Capital Inc.38,622
0.5% of portfolio›$754.9K
Wealth Quarterback LLC37,593
0.2% of portfolio›$734.8K
Nottingham Advisors, Inc.37,500
0.1% of portfolio›$733.3K
Comprehensive Financial Consultants Institutional, Inc.36,636
0.2% of portfolio›$716.1K
Allen Capital Group, LLC36,250
0.1% of portfolio›$708.5K
Ballew Advisors, Inc35,947
0.3% of portfolio›$703.0K
Unified Investment Management35,710
0.6% of portfolio›$698.0K
HB Wealth Management, LLC34,098
0.0% of portfolio›$666.4K
NewCorp Financial Services, Inc.32,827
0.5% of portfolio›$641.6K
Voisard Asset Management Group, Inc.32,205
0.1% of portfolio›$629.5K
Sensible Money, LLC31,456
0.2% of portfolio›$614.8K
Insight Wealth Partners, LLC30,154
0.1% of portfolio›$589.4K
Private Trust Co NA29,990
0.0% of portfolio›$586.2K
Well Done, LLC29,412
0.1% of portfolio›$574.8K
Capital Investment Advisors, LLC29,037
0.0% of portfolio›$567.5K
Tassel Capital Management, Inc.28,445
0.3% of portfolio›$556.0K
Hennion & Walsh Asset Management, Inc.27,763
0.0% of portfolio›$542.6K
Ramiah Investment Group26,084
0.4% of portfolio›$509.8K
Aprio Wealth Management, LLC25,614
0.0% of portfolio›$500.6K
Net Worth Advisory Group25,391
0.1% of portfolio›$496.5K
SMI Advisory Services, LLC24,609
0.1% of portfolio›$482.1K
Certified Advisory Corp23,230
0.0% of portfolio›$454.0K
Claro Advisors Inc.22,452
0.0% of portfolio›$438.8K
Phillip James Consulting Co.21,486
0.3% of portfolio›$419.9K
Onyx Bridge Wealth Group LLC20,360
0.0% of portfolio›$397.9K
Glass Jacobson Investment Advisors llc19,940
0.1% of portfolio›$389.7K
Sigma Investment Counselors Inc19,890
0.0% of portfolio›$388.8K
Seek First Inc.19,646
0.2% of portfolio›$384.0K
Independent Financial Group, LLC19,185
0.0% of portfolio›$375.0K
Advisory Solutions Group, LLC18,374
0.1% of portfolio›$359.1K
Legacy Wealth Management, LLC / MS17,536
0.1% of portfolio›$342.7K
Oppenheimer & Co Inc16,725
0.0% of portfolio›$326.9K
Signature Estate & Investment Advisors LLC16,457
0.0% of portfolio›$321.7K
RMR Wealth Builders16,366
0.0% of portfolio›$319.9K
Benchmark Financial Wealth Advisors, LLC15,760
0.1% of portfolio›$308.0K
Legacy Wealth Partners, LLC14,998
0.1% of portfolio›$293.1K
Pinnacle Bancorp, Inc.14,589
0.1% of portfolio›$285.1K
Tennessee Valley Asset Management Partners14,554
0.0% of portfolio›$284.5K
Larson Financial Group LLC14,437
0.0% of portfolio›$282.2K
Midwest Trust Co14,373
0.0% of portfolio›$280.9K
Wespac Advisors, LLC14,337
0.1% of portfolio›$280.2K
Axxcess Wealth Management, LLC14,229
0.0% of portfolio›$278.1K
McCarley & Cook Financial Planners13,955
0.2% of portfolio›$272.8K
ASL Financial, LLC13,540
0.2% of portfolio›$264.6K
Davenport & Co LLC13,431
0.0% of portfolio›$262.5K
Berkshire Money Management, Inc.13,004
0.0% of portfolio›$254.2K
Tabr Capital Management, LLC12,721
0.2% of portfolio›$248.6K
Capital Investment Advisory Services, LLC12,666
0.0% of portfolio›$247.6K
Indivisible Partners12,506
0.0% of portfolio›$244.4K
Somerset Trust Co12,276
0.1% of portfolio›$239.9K
First Horizon Corp12,190
0.0% of portfolio›$238.3K
SigFig Wealth Management, LLC12,168
0.0% of portfolio›$237.8K
Beaumont Financial Advisors, LLC11,882
0.0% of portfolio›$232.2K
D.A. Davidson & Co.11,874
0.0% of portfolio›$232.1K
RFG Advisory, LLC11,825
0.0% of portfolio›$231.1K
4J Wealth Management LLC11,740
0.1% of portfolio›$229.5K
Krilogy Financial LLC11,620
0.0% of portfolio›$227.6K
Nautilus Advisors LLC11,516
0.1% of portfolio›$225.1K
Foundry Financial Group, Inc.11,358
0.1% of portfolio›$222.0K
FC Advisory LLC11,336
0.1% of portfolio›$221.6K
Resonant Capital Advisors, LLC11,259
0.0% of portfolio›$220.1K
Intrua Financial, LLC10,468
0.0% of portfolio›$204.6K
Integris Wealth Management, LLC10,424
0.0% of portfolio›$203.7K
Leo Wealth, LLC10,142
0.0% of portfolio›$198.2K
IFP Advisors, Inc8,819
0.0% of portfolio›$172.4K
Provenance Wealth Advisors, LLC7,828
0.0% of portfolio›$153.0K
Latitude Advisors, LLC7,517
0.0% of portfolio›$146.9K
Eastern Bank6,078
0.0% of portfolio›$118.8K
United Community Bank5,500
0.0% of portfolio›$107.5K
Assetmark, Inc4,177
0.0% of portfolio›$81.6K
Marquette Asset Management, LLC4,106
0.0% of portfolio›$80.3K
Sarver Vrooman Wealth Advisors3,212
0.0% of portfolio›$62.8K
Caldwell Trust Co2,296
0.0% of portfolio›$44.9K
West Branch Capital LLC2,073
0.0% of portfolio›$40.5K
1620 Investment Advisors, Inc.1,835
0.0% of portfolio›$35.9K
Davis Capital Management1,557
0.0% of portfolio›$30.4K
Harbor Investment Advisory, LLC1,550
0.0% of portfolio›$30.3K
CX Institutional1,530
0.0% of portfolio›$30
GHP Investment Advisors, Inc.1,525
0.0% of portfolio›$29.8K
Rossby Financial, LCC1,438
0.0% of portfolio›$28.1K
Aspect Partners, LLC1,028
0.0% of portfolio›$20.1K
City State Bank1,008
0.0% of portfolio›$19.7K
First Bancorp, Inc1,008
0.0% of portfolio›$19.7K
Gamma Investing LLC983
0.0% of portfolio›$19.2K
Westside Investment Management, Inc.787
0.0% of portfolio›$15.4K
Lanark Financial, Inc.782
0.0% of portfolio›$15.3K
Financial Consulate, Inc673
0.0% of portfolio›$13.2K
DiNuzzo Private Wealth, Inc.555
0.0% of portfolio›$10.8K
Signature Equity Partners, LLC467
0.0% of portfolio›$9.1K
Armstrong Advisory Group, Inc418
0.0% of portfolio›$8.2K
Ascentis Independent Advisors387
0.0% of portfolio›$7.6K
Creative Financial Designs Inc293
0.0% of portfolio›$5.7K
First Premier Bank205
0.0% of portfolio›$4
Evolution Wealth Management Inc.102
0.0% of portfolio›$2.0K
Ashton Thomas Private Wealth, LLC66
0.0% of portfolio›$1.3K
Proathlete Wealth Management LLC48
0.0% of portfolio›$948
StyleTurnoverLocationFiled
Lido Advisors, LLC
56,165,650$1.1B2.8%GrowthLowLos Angeles, CA2026-11-04
Avior Wealth Management, LLC
1,869,534$36.5M1.0%ETFMediumOmaha, NE2026-10-13
Moneco Advisors, LLC
1,588,878$31.1M1.8%ETFLowFairfield, CT2026-11-05
Clark Asset Management, LLC
1,525,560$29.8M2.2%ETFVery LowStratham, NH2026-10-19
Tlwm
1,480,882$28.9M4.6%ETFLowSan Antonio, TX2026-10-09
Brookstone Capital Management
1,416,739$27.7M0.3%ETFMediumWheaton, IL2026-10-22
Kestra Advisory Services, LLC
1,200,351$23.5M0.1%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
1,123,773$22.0M0.1%ETFLowFairfield, IA2026-11-02
Cornerstone Wealth Management, LLC
926,780$18.1M0.8%ETFVery LowSt. Peters, MO2026-11-04
Asset Dedication, LLC
887,722$17.4M1.1%ETFLowSan Francisco, CA2026-11-03
Kestra Private Wealth Services, LLC
867,757$17.0M0.2%GrowthLowAustin, TX2026-10-30
Financial Solutions Advisory Group, Inc.
820,071$16.1M2.0%ETFMediumChicago, IL2026-10-28
Kirr Marbach & Co LLC
774,355$15.1M2.9%GARPLowColumbus, IN2026-10-20
Old Second National Bank of Aurora
737,031$14.4M2.9%CoreLowAurora, IL2026-10-22
Prospera Financial Services Inc
736,485$14.4M0.2%CoreMediumDallas, TX2026-11-04
Truist Financial Corp
641,748$12.5M0.0%CoreLowCharlotte, NC2026-10-30
Straight Path Wealth Management
586,540$11.5M2.6%ETFLowJenison, MI2026-10-23
Cookson Peirce & Co Inc
583,370$11.4M0.4%GrowthHighPittsburgh, PA2026-10-30
Central Valley Advisors, LLC
563,521$11.0M3.0%CoreLowSacramento, CA2026-10-27
Ledgewood Wealth Advisors, LLC
562,979$11.0M6.1%ETFLowExeter, NH2026-10-09
AA Financial Advisors, LLC
554,764$10.8M1.3%ETFMediumColumbus, OH2026-10-19
Legacy Private Trust Co.
554,202$10.8M0.6%ETFLowNeenah, WI2026-10-06
Red Spruce Capital, LLC
515,804$10.1M3.6%GrowthMediumBerwyn, PA2026-10-07
HUB Investment Partners, LLC
503,131$9.8M0.2%GrowthLowAustin, TX2026-11-03
Hengehold Capital Management LLC
502,516$9.8M0.7%ETFLowCincinnati, OH2026-10-16
Chatham Capital Group, Inc.
498,600$9.7M1.3%CoreLowSavannah, GA2026-10-16
Commonwealth Equity Services, LLC
492,458$9.6M0.0%ETFLowWaltham, MA2026-11-02
Ironwood Financial, llc
487,054$9.5M1.5%ETFLowTucson, AZ2026-10-20
Sound Stewardship, LLC
465,892$9.1M3.7%ETFVery LowOverland Park, KS2026-10-14
Lantz Financial LLC
424,060$8.3M1.5%ETFLowNaperville, IL2026-10-15
BCS Wealth Management
415,407$8.1M1.4%ETFVery LowJohnson City, TN2026-11-03
Carnegie Investment Counsel
404,790$7.9M0.2%CoreLowPepper Pike, OH2026-10-20
Marietta Wealth Management, LLC
400,907$7.9M0.8%GrowthLowMarietta, GA2026-10-22
Meriwether Wealth & Planning, LLC
400,677$7.8M3.5%ETFMediumMinden, LA2026-10-13
Carroll Advisory Group, LLC
389,096$7.6M2.4%ETFVery LowTexarkana, TX2026-10-16
River Street Advisors LLC
364,188$7.1M2.2%CoreLowAurora, IL2026-10-22
Cornerstone Planning, LLC
354,710$7.0M1.4%CoreMediumCharlotte, NC2026-10-27
Matthew Goff Investment Advisor, LLC
351,415$6.9M1.0%CoreMediumHouston, TX2026-10-13
SFE Investment Counsel
336,581$6.6M0.9%CoreLowLos Angeles, CA2026-10-29
Parr Mcknight Wealth Management Group, LLC
327,479$6.4M0.8%CoreMediumMinneapolis, MN2026-10-30
Turning Point Benefit Group, Inc.
315,995$6.2M2.5%ETFMediumFrederick, MD2026-10-28
Farnam Financial LLC
315,632$6.2M4.6%ETFLowPhoenix, AZ2026-10-21
Laurel Wealth Advisors LLC
313,421$6.1M0.6%CoreVery LowCharlotte, NC2026-10-27
Howard Wealth Management, LLC
312,169$6.1M2.2%ETFVery LowMadison, CT2026-10-28
Verdence Capital Advisors LLC
311,473$6.1M0.3%CoreMediumHunt Valley, MD2026-10-26
NorthAvenue LLC
272,310$5.3M3.8%ETFVery LowColumbus, OH2026-10-29
Trilogy Capital Inc.
263,999$5.2M0.2%ETFMediumIrvine, CA2026-10-20
Gryphon Financial Partners LLC
258,661$5.1M0.4%IndexLowColumbus, OH2026-11-04
Livet Wealth, LLC
237,984$4.7M2.6%ETFLowSpanish Fork, UT2026-10-27
MGO One Seven LLC
236,296$4.6M0.1%GrowthLowBeachwood, OH2026-10-28
Pinnacle Financial Group, LLC / IL
234,976$4.6M1.1%ETFVery LowWestern Springs, IL2026-10-29
CRA Financial Services, LLC
221,613$4.3M0.5%ETFVery LowNorthfield, NJ2026-10-16
S.E.E.D. Planning Group LLC
214,427$4.2M1.0%CoreMediumBinghamton, NY2026-10-07
IFS Advisors, LLC
208,300$4.1M1.2%ETFLowOverland Park, KS2026-10-14
Horizons Wealth Management
204,575$4.0M2.5%ETFLowAsheville, NC2026-10-05
Evexia Wealth LLC
202,454$4.0M1.1%CoreMediumStevens Point, WI2026-11-05
Tenon Financial LLC
199,735$3.9M1.2%ETFVery LowMetuchen, NJ2026-10-14
Old Port Advisors
198,337$3.9M0.8%GARPLowPortland, ME2026-10-23
Pacific Wealth Strategies Group, Inc.
194,246$3.8M2.1%ETFMediumSanta Barbara, CA2026-11-02
Infinity Wealth Counsel, LLC
192,318$3.8M3.0%ETFVery LowLoveland, OH2026-10-15
AlphaStar Capital Management, LLC
179,978$3.5M0.2%ETFMediumCornelius, NC2026-10-16
Silverlake Wealth Management LLC
177,581$3.5M0.6%ETFLowWilliston, VT2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
175,288$3.4M0.0%GrowthVery LowSeattle, WA2026-10-27
VestGen Advisors, LLC
144,486$2.8M0.1%GrowthMediumChicago, IL2026-10-27
Diversify Advisory Services, LLC
139,394$2.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
139,394$2.7M0.0%GrowthMediumSandy, UT2026-10-20
Opulen Financial Group LLC
136,037$2.7M1.6%ETFVery LowArlington, VA2026-10-22
Milestones Private Investment Advisors LLC
130,702$2.6M2.1%ETFMediumFairport, NY2026-10-19
Wagner Wealth Management, Corp
125,410$2.5M1.9%ETFHighConyngham, PA2026-10-20
Atria Investments, Inc
113,742$2.2M0.0%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Advisory Services, LLC
112,577$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Accurate Wealth Management, LLC
111,389$2.2M0.2%CoreMediumWesley Chapel, FL2026-10-20
Key FInancial Inc
111,000$2.2M0.4%ETFLowWest Chester, PA2026-11-02
Semitam Bonam LLC
108,468$2.1M1.5%ETFVery LowGoshen, NY2026-10-27
Redmond Asset Management, LLC
102,869$2.0M0.6%CoreLowHenrico, VA2026-10-27
Mission Wealth Management, LP
97,760$1.9M0.0%ETFLowSanta Barbara, CA2026-10-15
Montag A & Associates Inc
95,694$1.9M0.1%CoreLowAtlanta, GA2026-10-29
Schear Investment Advisers, LLC
88,917$1.7M0.2%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
88,917$1.7M0.2%Agg GrowthLowIndependence, OH2026-10-14
Wilkins Miller Wealth Management, LLC
87,657$1.7M1.0%ETFVery LowMobile, AL2026-10-13
Butensky & Cohen Financial Security, Inc
86,766$1.7M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Redwood Financial Network Corp
86,275$1.7M0.9%ETFLowSolon, OH2026-11-03
Strategic Family Wealth Counselors, L.L.C.
83,486$1.6M0.4%ETFVery LowFairfield, NJ2026-10-29
Creative Planning
81,705$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Continuum Wealth Advisors, LLC
81,398$1.6M0.5%ETFMediumSaratoga Springs, NY2026-10-20
RVW Wealth, LLC
77,469$1.5M0.1%ETFVery LowLos Angeles, CA2026-10-06
Wlth Capital Management, LLC
76,415$1.5M9.1%ETFN/AChandler, AZ2026-10-20
Parallel Advisors, LLC
76,159$1.5M0.0%IndexLowSan Francisco, CA2026-11-03
Whitener Capital Management, Inc.
76,109$1.5M0.3%CoreVery LowRocky Mount, NC2026-10-15
B. Riley Wealth Advisors, Inc.
73,900$1.4M0.1%GrowthLowMemphis, TN2026-10-13
Wingate Wealth Advisors, Inc.
73,476$1.4M0.6%ETFVery LowLexington, MA2026-10-26
Towne Trust Company, N.a
68,662$1.3M0.4%CoreLowNewport News, VA2026-10-28
Oliver Luxxe Assets LLC
67,363$1.3M0.2%ValueMediumGladstone, NJ2026-10-14
Decker Wealth Management LLC
66,010$1.3M0.3%MomentumLowNashville, TN2026-10-09
Apella Capital, LLC
65,664$1.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Beacon Financial Group
63,418$1.2M0.1%ETFMediumDallas, TX2026-10-19
XY Planning Network, Inc.
63,340$1.2M0.1%ETFLowBozeman, MT2026-10-14
Independence Bank of Kentucky
62,987$1.2M0.1%GrowthLowOwensboro, KY2026-10-26
Sigma Planning Corp
62,767$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kessler Investment Group, LLC
59,887$1.2M0.6%GrowthHighColumbus, IN2026-10-08
American Institute for Advanced Investment Management, LLP
58,978$1.2M0.7%ETFLowScottsdale, AZ2026-11-03
Sawgrass Asset Management LLC
58,438$1.1M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
Sidoxia Capital Management, LLC
57,984$1.1M0.8%GrowthLowNewport Beach, CA2026-10-28
Segment Wealth Management, LLC
57,882$1.1M0.1%CoreLowHouston, TX2026-10-26
Kohmann Bosshard Financial Services, LLC
55,170$1.1M0.1%ETFLowFairlawn, OH2026-11-04
Strid Group, LLC
53,586$1.0M0.1%ETFLowNewtown Square, PA2026-10-28
Kathmere Capital Management, LLC
49,385$965.2K0.0%ETFLowWayne, PA2026-10-20
Farther Finance Advisors, LLC
49,092$959.5K0.0%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
48,815$954.1K0.0%GrowthMediumTampa, FL2026-10-16
Wealthcare Advisory Partners LLC
48,691$951.7K0.0%ETFLowWest Chester, PA2026-10-21
First Fiduciary Investment Counsel, Inc.
48,377$946.0K0.5%CoreLowCleveland, OH2026-10-27
Fourpath Capital Management, LLC
47,537$929.1K0.1%CoreMediumOklahoma City, OK2026-10-19
Woodmont Investment Counsel LLC
47,466$927.7K0.0%GARPVery LowNashville, TN2026-10-29
Blossom Wealth Management
46,825$915.2K1.2%GrowthLowSan Ramon, Ca, CA2026-11-03
Western Financial Corp
46,785$914.4K0.3%MomentumHighSan Diego, CA2026-10-14
Cypress Wealth Services, LLC
45,909$898.2K0.1%ETFLowPalm Desert, CA2026-10-21
SJS Investment Consulting Inc.
44,583$871.4K0.1%ETFVery LowSylvania, OH2026-10-26
SAX Wealth Advisors, LLC
43,093$842.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Fusion Family Wealth, LLC
42,210$825.0K0.1%ETFVery LowWoodbury, NY2026-11-02
Yankcom Partnership
41,940$819.8K0.3%CoreVery LowYankton, SD2026-10-15
Cordatus Wealth Management LLC
41,741$815.8K0.2%GrowthMediumNewtown, PA2026-10-19
Sentinel Pension Advisors, LLC
40,337$788.4K0.1%ETFLowWakefield, MA2026-11-02
Park Avenue Securities LLC
39,395$770.0K0.0%ETFMediumNew York, NY2026-10-26
Jm2 Capital Inc.
38,622$754.9K0.5%GrowthVery LowEdmond, OK2026-10-14
Wealth Quarterback LLC
37,593$734.8K0.2%ETFMediumToms River, NJ2026-10-20
Nottingham Advisors, Inc.
37,500$733.3K0.1%ETFLowAmherst, NY2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
36,636$716.1K0.2%CoreMediumBloomington, IN2026-10-15
Allen Capital Group, LLC
36,250$708.5K0.1%CoreLowGrand Island, NE2026-10-27
Ballew Advisors, Inc
35,947$703.0K0.3%ETFLowJackson, MS2026-10-05
Unified Investment Management
35,710$698.0K0.6%CoreLowAtlanta, GA2026-10-14
HB Wealth Management, LLC
34,098$666.4K0.0%IndexVery LowAtlanta, GA2026-10-23
NewCorp Financial Services, Inc.
32,827$641.6K0.5%ETFLowAlpharetta, GA2026-10-14
Voisard Asset Management Group, Inc.
32,205$629.5K0.1%ETFLowGrand Rapids, MI2026-10-13
Sensible Money, LLC
31,456$614.8K0.2%ETFVery LowScottsdale, AZ2026-10-20
Insight Wealth Partners, LLC
30,154$589.4K0.1%ETFLowPlano, TX2026-10-26
Private Trust Co NA
29,990$586.2K0.0%CoreLowCleveland, OH2026-10-20
Well Done, LLC
29,412$574.8K0.1%ETFLowHolland, MI2026-10-20
Capital Investment Advisors, LLC
29,037$567.5K0.0%CoreLowAtlanta, GA2026-10-22
Tassel Capital Management, Inc.
28,445$556.0K0.3%ETFLowMatthews, NC2026-10-20
Hennion & Walsh Asset Management, Inc.
27,763$542.6K0.0%ValueMediumParsippany, NJ2026-10-13
Ramiah Investment Group
26,084$509.8K0.4%ETFHighBrookfield, WI2026-10-20
Aprio Wealth Management, LLC
25,614$500.6K0.0%ETFMediumAtlanta, GA2026-10-28
Net Worth Advisory Group
25,391$496.5K0.1%GARPMediumSandy, UT2026-10-20
SMI Advisory Services, LLC
24,609$482.1K0.1%ETFMediumColumbus, IN2026-10-13
Certified Advisory Corp
23,230$454.0K0.0%ETFLowAltamonte Springs, FL2026-10-29
Claro Advisors Inc.
22,452$438.8K0.0%CoreLowBoston, MA2026-11-02
Phillip James Consulting Co.
21,486$419.9K0.3%ETFVery HighPlymouth, MN2026-11-03
Onyx Bridge Wealth Group LLC
20,360$397.9K0.0%ETFMediumTarrytown, NY2026-10-16
Glass Jacobson Investment Advisors llc
19,940$389.7K0.1%ETFLowOwings Mills, MD2026-10-26
Sigma Investment Counselors Inc
19,890$388.8K0.0%ETFLowNorthville, MI2026-10-27
Seek First Inc.
19,646$384.0K0.2%ETFLowCampbell, CA2026-10-27
Independent Financial Group, LLC
19,185$375.0K0.0%GrowthLowSan Diego, CA2026-10-13
Advisory Solutions Group, LLC
18,374$359.1K0.1%ETFN/APlymouth, MN2026-10-14
Legacy Wealth Management, LLC / MS
17,536$342.7K0.1%GrowthLowRidgeland, MS2026-10-30
Oppenheimer & Co Inc
16,725$326.9K0.0%CoreLowNew York, NY2026-10-26
Signature Estate & Investment Advisors LLC
16,457$321.7K0.0%ETFMediumLos Angeles, CA2026-10-13
RMR Wealth Builders
16,366$319.9K0.0%ETFLowMontclair, NJ2026-10-22
Benchmark Financial Wealth Advisors, LLC
15,760$308.0K0.1%ETFLowBoca Raton, FL2026-10-20
Legacy Wealth Partners, LLC
14,998$293.1K0.1%ETFHighLakewood, CO2026-10-15
Pinnacle Bancorp, Inc.
14,589$285.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Tennessee Valley Asset Management Partners
14,554$284.5K0.0%ETFLowKnoxville, TN2026-11-03
Larson Financial Group LLC
14,437$282.2K0.0%GrowthLowSt Louis, MO2026-11-05
Midwest Trust Co
14,373$280.9K0.0%CoreLowOverland Park, KS2026-10-22
Wespac Advisors, LLC
14,337$280.2K0.1%ETFHighOrinda, CA2026-10-26
Axxcess Wealth Management, LLC
14,229$278.1K0.0%CoreLowCarlsbad, CA2026-10-21
McCarley & Cook Financial Planners
13,955$272.8K0.2%ETFLowCincinnati, OH2026-10-21
ASL Financial, LLC
13,540$264.6K0.2%ETFVery LowLos Gatos, CA2026-10-15
Davenport & Co LLC
13,431$262.5K0.0%CoreMediumRichmond, VA2026-10-14
Berkshire Money Management, Inc.
13,004$254.2K0.0%ETFMediumDalton, MA2026-10-21
Tabr Capital Management, LLC
12,721$248.6K0.2%ETFHighOrange, CA2026-10-20
Capital Investment Advisory Services, LLC
12,666$247.6K0.0%CoreMediumRaleigh, NC2026-10-30
Indivisible Partners
12,506$244.4K0.0%GrowthMediumClearwater, FL2026-10-26
Somerset Trust Co
12,276$239.9K0.1%CoreVery LowSomerset, PA2026-10-13
First Horizon Corp
12,190$238.3K0.0%CoreLowMemphis, TN2026-10-26
SigFig Wealth Management, LLC
12,168$237.8K0.0%ETFLowSan Francisco, CA2026-10-07
Beaumont Financial Advisors, LLC
11,882$232.2K0.0%GrowthMediumNeedham, MA2026-10-22
D.A. Davidson & Co.
11,874$232.1K0.0%CoreLowGreat Falls, MT2026-10-28
RFG Advisory, LLC
11,825$231.1K0.0%ETFMediumBirmingham, AL2026-11-03
4J Wealth Management LLC
11,740$229.5K0.1%ETFMediumMclean, VA2026-11-02
Krilogy Financial LLC
11,620$227.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Nautilus Advisors LLC
11,516$225.1K0.1%GrowthLowLa Jolla, CA2026-10-07
Foundry Financial Group, Inc.
11,358$222.0K0.1%ETFLowLaconia, NH2026-10-28
FC Advisory LLC
11,336$221.6K0.1%ETFVery LowWest Chester, PA2026-10-05
Resonant Capital Advisors, LLC
11,259$220.1K0.0%ETFLowMadison, WI2026-10-15
Intrua Financial, LLC
10,468$204.6K0.0%ETFMediumHouston, TX2026-10-28
Integris Wealth Management, LLC
10,424$203.7K0.0%ETFVery LowMonterey, CA2026-10-14
Leo Wealth, LLC
10,142$198.2K0.0%CoreLowHurst, TX2026-10-26
IFP Advisors, Inc
8,819$172.4K0.0%GrowthLowTampa, FL2026-10-16
Provenance Wealth Advisors, LLC
7,828$153.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Latitude Advisors, LLC
7,517$146.9K0.0%ETFLowYorkville, IL2026-10-27
Eastern Bank
6,078$118.8K0.0%GrowthMediumBoston, MA2026-10-05
United Community Bank
5,500$107.5K0.0%CoreLowGreenville, SC2026-10-28
Assetmark, Inc
4,177$81.6K0.0%ETFLowConcord, CA2026-10-21
Marquette Asset Management, LLC
4,106$80.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
Sarver Vrooman Wealth Advisors
3,212$62.8K0.0%ETFMediumKansas City, MO2026-10-01
Caldwell Trust Co
2,296$44.9K0.0%GrowthLowVenice, FL2026-10-30
West Branch Capital LLC
2,073$40.5K0.0%GrowthVery LowAmherst, MA2026-10-20
1620 Investment Advisors, Inc.
1,835$35.9K0.0%ValueLowPlymouth, MA2026-11-04
Davis Capital Management
1,557$30.4K0.0%CoreLowJacksonville, FL2026-10-08
Harbor Investment Advisory, LLC
1,550$30.3K0.0%GrowthLowLutherville, MD2026-10-13
CX Institutional
1,530$300.0%CoreMediumAuburn, IN2026-10-02
GHP Investment Advisors, Inc.
1,525$29.8K0.0%CoreVery LowDenver, CO2026-10-15
Rossby Financial, LCC
1,438$28.1K0.0%ETFMediumMelbourne, FL2026-11-05
Aspect Partners, LLC
1,028$20.1K0.0%ETFMediumFairfax, VA2026-10-20
City State Bank
1,008$19.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
First Bancorp, Inc
1,008$19.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Gamma Investing LLC
983$19.2K0.0%IndexVery LowFoster City, CA2026-10-08
Westside Investment Management, Inc.
787$15.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Lanark Financial, Inc.
782$15.3K0.0%CoreMediumBirmingham, AL2026-10-26
Financial Consulate, Inc
673$13.2K0.0%ETFLowHunt Valley, MD2026-10-23
DiNuzzo Private Wealth, Inc.
555$10.8K0.0%ETFLowBeaver, PA2026-10-16
Signature Equity Partners, LLC
467$9.1K0.0%GrowthMediumColumbus, OH2026-10-29
Armstrong Advisory Group, Inc
418$8.2K0.0%ETFHighNeedham, MA2026-10-09
Ascentis Independent Advisors
387$7.6K0.0%ETFLowDallas, TX2026-11-03
Creative Financial Designs Inc
293$5.7K0.0%ETFMediumKokomo, IN2026-11-04
First Premier Bank
205$40.0%CoreVery LowSioux Falls, SD2026-10-13
Evolution Wealth Management Inc.
102$2.0K0.0%ETFMediumFort Myers, FL2026-10-28
Ashton Thomas Private Wealth, LLC
66$1.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Proathlete Wealth Management LLC
48$9480.0%ETFVery LowBoca Raton, FL2026-10-15