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Invesco Bulletshares 2026 CB (BSCQ)

CUSIP: 46138J791 | NYSE | 721 institutional holders

Quarters

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

Lido Advisors, LLC36,151,688
1.8% of portfolio›$705.7M
St. Louis Financial Planners Asset Management, LLC2,763,842
22.5% of portfolio›$54.1M
Tlwm1,868,159
5.8% of portfolio›$36.5M
Moneco Advisors, LLC1,516,819
1.7% of portfolio›$29.6M
Brookstone Capital Management1,428,658
0.3% of portfolio›$27.9M
Hudson Capital Management LLC1,357,555
6.5% of portfolio›$26.5M
Asset Dedication, LLC1,332,370
1.6% of portfolio›$26.0M
Clark Asset Management, LLC1,245,307
1.8% of portfolio›$24.3M
Kirr Marbach & Co LLC947,721
3.5% of portfolio›$18.5M
Thrivent Financial for Lutherans856,916
0.1% of portfolio›$16.7M
Cornerstone Wealth Management, LLC778,723
0.6% of portfolio›$15.2M
Kestra Advisory Services, LLC744,741
0.0% of portfolio›$14.5M
Commonwealth Equity Services, LLC666,863
0.0% of portfolio›$13.0M
Kestra Private Wealth Services, LLC601,465
0.1% of portfolio›$11.7M
IFS Advisors, LLC594,339
3.5% of portfolio›$11.6M
BCS Wealth Management513,289
1.8% of portfolio›$10.0M
Evexia Wealth LLC511,408
2.8% of portfolio›$10.0M
Lantz Financial LLC493,466
1.8% of portfolio›$9.6M
Hengehold Capital Management LLC492,519
0.7% of portfolio›$9.6M
Straight Path Wealth Management486,919
2.1% of portfolio›$9.5M
Sound Stewardship, LLC440,723
3.5% of portfolio›$8.6M
J. Team Financial, Inc.426,251
7.2% of portfolio›$8.3M
Capstone Wealth Management Group, LLC426,155
3.5% of portfolio›$8.3M
Krilogy Financial LLC419,371
0.2% of portfolio›$8.2M
Matthew Goff Investment Advisor, LLC372,630
1.1% of portfolio›$7.3M
Milestone Asset Management, LLC371,135
1.1% of portfolio›$7.2M
Cambridge Investment Research Advisors, Inc.366,184
0.0% of portfolio›$7.1M
Cornerstone Planning, LLC365,700
1.5% of portfolio›$7.1M
Steel Grove Capital Advisors, LLC364,094
0.6% of portfolio›$7.1M
Verdence Capital Advisors LLC354,118
0.3% of portfolio›$6.9M
Carroll Advisory Group, LLC345,865
2.1% of portfolio›$6.8M
Parr Mcknight Wealth Management Group, LLC329,613
0.8% of portfolio›$6.4M
AA Financial Advisors, LLC322,222
0.7% of portfolio›$6.3M
Howard Wealth Management, LLC304,759
2.1% of portfolio›$5.9M
Farnam Financial LLC303,938
4.4% of portfolio›$5.9M
Trilogy Capital Inc.302,450
0.2% of portfolio›$5.9M
Ledgewood Wealth Advisors, LLC298,366
3.2% of portfolio›$5.8M
NorthAvenue LLC255,214
3.5% of portfolio›$5.0M
Livet Wealth, LLC227,869
2.5% of portfolio›$4.4M
AlphaStar Capital Management, LLC215,310
0.3% of portfolio›$4.2M
Vaughan David Investments LLC213,902
0.1% of portfolio›$4.2M
CRA Financial Services, LLC211,310
0.5% of portfolio›$4.1M
Legacy Private Trust Co.206,455
0.2% of portfolio›$4.0M
Tenon Financial LLC205,382
1.2% of portfolio›$4.0M
Prospera Financial Services Inc200,989
0.1% of portfolio›$3.9M
Pacific Wealth Strategies Group, Inc.199,824
2.1% of portfolio›$3.9M
Infinity Wealth Counsel, LLC182,868
2.9% of portfolio›$3.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management174,110
0.0% of portfolio›$3.4M
Horizons Wealth Management169,753
2.1% of portfolio›$3.3M
J.W. Cole Advisors, Inc.166,409
0.1% of portfolio›$3.2M
Strategic Family Wealth Counselors, L.L.C.160,141
0.7% of portfolio›$3.1M
Carnegie Investment Counsel154,812
0.1% of portfolio›$3.0M
Key FInancial Inc144,518
0.5% of portfolio›$2.8M
Sunbeam Capital Management, LLC137,205
1.2% of portfolio›$2.7M
Old Port Advisors134,744
0.5% of portfolio›$2.6M
Continuum Wealth Advisors, LLC134,484
0.9% of portfolio›$2.6M
Silverlake Wealth Management LLC130,797
0.5% of portfolio›$2.6M
Wagner Wealth Management, Corp126,777
1.9% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC126,686
0.0% of portfolio›$2.5M
Laurel Wealth Advisors LLC121,525
0.2% of portfolio›$2.4M
Kohmann Bosshard Financial Services, LLC120,636
0.2% of portfolio›$2.4M
Opulen Financial Group LLC116,999
1.4% of portfolio›$2.3M
SFE Investment Counsel107,800
0.3% of portfolio›$2.1M
Redmond Asset Management, LLC105,474
0.6% of portfolio›$2.1M
Semitam Bonam LLC101,998
1.4% of portfolio›$2.0M
HUB Investment Partners, LLC100,649
0.0% of portfolio›$2.0M
Atria Investments, Inc97,112
0.0% of portfolio›$1.9M
Redwood Financial Network Corp96,544
1.0% of portfolio›$1.9M
Pinnacle Financial Group, LLC / IL96,487
0.5% of portfolio›$1.9M
Beacon Financial Group94,957
0.2% of portfolio›$1.9M
Truist Financial Corp89,598
0.0% of portfolio›$1.7M
Accurate Wealth Management, LLC87,841
0.1% of portfolio›$1.7M
Butensky & Cohen Financial Security, Inc84,586
0.4% of portfolio›$1.7M
Creative Planning83,318
0.0% of portfolio›$1.6M
Schear Investment Advisers, LLC80,450
0.2% of portfolio›$1.6M
Tempo Wealth, LLC80,450
0.2% of portfolio›$1.6M
Mission Wealth Management, LP78,556
0.0% of portfolio›$1.5M
Parallel Advisors, LLC76,822
0.0% of portfolio›$1.5M
Wingate Wealth Advisors, Inc.71,871
0.6% of portfolio›$1.4M
Avior Wealth Management, LLC65,961
0.0% of portfolio›$1.3M
Ballew Advisors, Inc65,958
0.6% of portfolio›$1.3M
Farther Finance Advisors, LLC61,646
0.0% of portfolio›$1.2M
Kessler Investment Group, LLC60,615
0.6% of portfolio›$1.2M
Tennessee Valley Asset Management Partners60,258
0.1% of portfolio›$1.2M
Whitener Capital Management, Inc.57,715
0.2% of portfolio›$1.1M
XY Planning Network, Inc.55,506
0.1% of portfolio›$1.1M
Harel Insurance Investments & Financial Services Ltd.53,382
0.0% of portfolio›$1.0M
Diversify Wealth Management, LLC52,990
0.0% of portfolio›$1.0M
Diversify Advisory Services, LLC52,990
0.0% of portfolio›$1.0M
Strid Group, LLC50,029
0.1% of portfolio›$976.6K
Sawgrass Asset Management LLC49,043
0.1% of portfolio›$957.3K
Montag A & Associates Inc47,972
0.0% of portfolio›$936.4K
StoneX Group Inc.47,953
0.0% of portfolio›$936.2K
Cypress Wealth Services, LLC47,331
0.1% of portfolio›$924.6K
Western Financial Corp46,845
0.3% of portfolio›$914.4K
4Thought Financial Group Inc.45,982
0.4% of portfolio›$897.6K
Concurrent Investment Advisors, LLC45,209
0.0% of portfolio›$882.5K
Yankcom Partnership43,165
0.3% of portfolio›$842.6K
Sentinel Pension Advisors, LLC41,585
0.1% of portfolio›$811.7K
Oliver Luxxe Assets LLC41,580
0.1% of portfolio›$811.6K
Fifth Third Bancorp41,322
0.0% of portfolio›$806.6K
First City Capital Management, Inc.41,021
0.4% of portfolio›$800.7K
Cordatus Wealth Management LLC40,491
0.2% of portfolio›$790.4K
Signature Resources Capital Management, LLC39,841
0.3% of portfolio›$777.7K
Comprehensive Financial Consultants Institutional, Inc.39,702
0.2% of portfolio›$775.0K
Aspen Investment Management Inc38,690
0.4% of portfolio›$755.0K
Steele Capital Management, Inc.38,179
0.0% of portfolio›$745.3K
Gill Capital Partners, LLC37,946
0.2% of portfolio›$740.7K
Wealth Quarterback LLC37,418
0.2% of portfolio›$730.4K
Phillip James Consulting Co.36,761
0.5% of portfolio›$717.6K
NewCorp Financial Services, Inc.36,548
0.5% of portfolio›$713.4K
Towne Trust Company, N.a36,307
0.2% of portfolio›$708.7K
SAX Wealth Advisors, LLC36,069
0.0% of portfolio›$704.1K
First Fiduciary Investment Counsel, Inc.33,886
0.4% of portfolio›$661.0K
Jm2 Capital Inc.33,239
0.4% of portfolio›$648.8K
IFP Advisors, Inc32,860
0.0% of portfolio›$641.4K
American Institute for Advanced Investment Management, LLP32,565
0.4% of portfolio›$635.7K
Claro Advisors Inc.32,046
0.1% of portfolio›$625.5K
RVW Wealth, LLC31,862
0.0% of portfolio›$622.0K
Globalt Investments LLC / GA31,705
0.0% of portfolio›$618.9K
SMI Advisory Services, LLC31,483
0.1% of portfolio›$615.3K
GS Investments, Inc.30,315
0.4% of portfolio›$591.7K
Fusion Family Wealth, LLC30,280
0.0% of portfolio›$591.1K
Nations Financial Group Inc,29,992
0.0% of portfolio›$585.5K
First Command Advisory Services, Inc.29,168
0.0% of portfolio›$569.4K
Wealthcare Advisory Partners LLC28,981
0.0% of portfolio›$565.7K
VestGen Advisors, LLC27,925
0.0% of portfolio›$545.1K
Independence Bank of Kentucky27,413
0.1% of portfolio›$535.1K
Global Financial Private Client, LLC26,621
0.1% of portfolio›$519.6K
Tassel Capital Management, Inc.26,510
0.3% of portfolio›$517.5K
Sensible Money, LLC26,503
0.1% of portfolio›$517.3K
Berkshire Money Management, Inc.26,453
0.0% of portfolio›$516.4K
Capital Investment Advisors, LLC25,424
0.0% of portfolio›$496.3K
Ironwood Wealth Management, Llc.25,075
0.1% of portfolio›$489.5K
Park Avenue Securities LLC23,036
0.0% of portfolio›$450.0K
Voisard Asset Management Group, Inc.22,883
0.1% of portfolio›$446.7K
Curbstone Financial Management Corp22,848
0.1% of portfolio›$446.0K
MGO One Seven LLC22,520
0.0% of portfolio›$439.6K
Woodmont Investment Counsel LLC21,695
0.0% of portfolio›$423.5K
Mirador Capital Partners LP21,598
0.0% of portfolio›$421.6K
Intrua Financial, LLC20,009
0.0% of portfolio›$390.6K
McCarley & Cook Financial Planners19,978
0.3% of portfolio›$390.0K
Glass Jacobson Investment Advisors llc19,879
0.1% of portfolio›$388.0K
Blue Line Capital, LLC / IL19,337
0.3% of portfolio›$377.5K
Sigma Investment Counselors Inc19,198
0.0% of portfolio›$374.7K
Blossom Wealth Management19,000
0.5% of portfolio›$370.9K
Net Worth Advisory Group18,894
0.1% of portfolio›$368.8K
Meriwether Wealth & Planning, LLC18,863
0.2% of portfolio›$368.2K
Stonebridge Financial Group, LLC18,612
0.0% of portfolio›$363.3K
Seek First Inc.17,614
0.2% of portfolio›$343.8K
Private Trust Co NA17,113
0.0% of portfolio›$334.0K
Edge Wealth Management LLC16,187
0.0% of portfolio›$316.1K
B. Riley Wealth Advisors, Inc.16,000
0.0% of portfolio›$312.3K
Well Done, LLC15,917
0.0% of portfolio›$310.7K
Independent Financial Group, LLC15,683
0.0% of portfolio›$306.1K
Larson Financial Group LLC15,676
0.0% of portfolio›$306.0K
RMR Wealth Builders15,337
0.0% of portfolio›$299.4K
Insight Wealth Partners, LLC15,245
0.0% of portfolio›$297.6K
Fourpath Capital Management, LLC15,118
0.0% of portfolio›$295.1K
Chatham Capital Group, Inc.15,100
0.0% of portfolio›$294.8K
Legacy Wealth Partners, LLC15,083
0.1% of portfolio›$294.4K
Solitude Financial Services14,300
0.1% of portfolio›$279.1K
RFG Advisory, LLC13,492
0.0% of portfolio›$263.4K
Aprio Wealth Management, LLC13,283
0.0% of portfolio›$259.3K
Meridian Wealth Management, LLC13,229
0.0% of portfolio›$258.2K
Apella Capital, LLC13,194
0.0% of portfolio›$257.7K
SJS Investment Consulting Inc.12,775
0.0% of portfolio›$249.4K
Signature Estate & Investment Advisors LLC12,703
0.0% of portfolio›$248.0K
Yoder Wealth Management, Inc.12,700
0.1% of portfolio›$247.9K
Altus Wealth Group LLC12,417
0.1% of portfolio›$242.4K
SigFig Wealth Management, LLC12,222
0.0% of portfolio›$238.6K
Certified Advisory Corp12,151
0.0% of portfolio›$237.2K
Financial Solutions Advisory Group, Inc.12,035
0.0% of portfolio›$235.3K
Midwest Trust Co11,983
0.0% of portfolio›$233.9K
Nicholas Hoffman & Company, Llc.11,896
0.0% of portfolio›$232.2K
4J Wealth Management LLC11,860
0.1% of portfolio›$231.5K
Wilkins Miller Wealth Management, LLC11,815
0.1% of portfolio›$230.6K
Retirement Solution LLC11,603
0.0% of portfolio›$226.5K
Jacobi Capital Management LLC11,600
0.0% of portfolio›$226.4K
RIA Advisory Group LLC11,434
0.1% of portfolio›$223.2K
Wespac Advisors, LLC11,124
0.1% of portfolio›$217.1K
Kaydan Wealth Management, Inc.10,495
0.1% of portfolio›$204.9K
Foundry Financial Group, Inc.10,321
0.1% of portfolio›$201.5K
ETF Portfolio Partners, Inc.10,292
0.1% of portfolio›$200.9K
Marietta Wealth Management, LLC10,140
0.0% of portfolio›$198.3K
Latitude Advisors, LLC6,794
0.0% of portfolio›$132.6K
US Bancorp \de\6,581
0.0% of portfolio›$128.5K
Eastern Bank6,062
0.0% of portfolio›$118.3K
United Community Bank5,500
0.0% of portfolio›$107.4K
Marquette Asset Management, LLC3,609
0.0% of portfolio›$70.4K
Sarver Vrooman Wealth Advisors3,219
0.0% of portfolio›$62.8K
Assetmark, Inc2,348
0.0% of portfolio›$45.8K
Armstrong Advisory Group, Inc2,140
0.0% of portfolio›$41.8K
Provenance Wealth Advisors, LLC1,800
0.0% of portfolio›$35.1K
CX Institutional1,524
0.0% of portfolio›$30
Harbor Investment Advisory, LLC1,460
0.0% of portfolio›$28.5K
Caldwell Trust Co1,387
0.0% of portfolio›$27.1K
DiNuzzo Private Wealth, Inc.1,237
0.0% of portfolio›$24.1K
First Bancorp, Inc1,172
0.0% of portfolio›$22.9K
City State Bank1,146
0.0% of portfolio›$22.4K
Aspect Partners, LLC1,042
0.0% of portfolio›$20.3K
Lanark Financial, Inc.788
0.0% of portfolio›$15.4K
Clayton Financial Group LLC641
0.0% of portfolio›$12.5K
Old Second National Bank of Aurora583
0.0% of portfolio›$11.4K
Ascentis Independent Advisors454
0.0% of portfolio›$8.9K
First Premier Bank423
0.0% of portfolio›$8
Creative Financial Designs Inc295
0.0% of portfolio›$5.8K
Ashton Thomas Private Wealth, LLC211
0.0% of portfolio›$4.1K
Davis Capital Management140
0.0% of portfolio›$2.7K
Evolution Wealth Management Inc.116
0.0% of portfolio›$2.3K
Proathlete Wealth Management LLC48
0.0% of portfolio›$944
StyleTurnoverLocationFiled
Lido Advisors, LLC
36,151,688$705.7M1.8%GrowthLowLos Angeles, CA2026-11-04
St. Louis Financial Planners Asset Management, LLC
2,763,842$54.1M22.5%GrowthVery HighChesterfield, MO2026-10-16
Tlwm
1,868,159$36.5M5.8%ETFLowSan Antonio, TX2026-10-09
Moneco Advisors, LLC
1,516,819$29.6M1.7%ETFLowFairfield, CT2026-11-05
Brookstone Capital Management
1,428,658$27.9M0.3%ETFMediumWheaton, IL2026-10-22
Hudson Capital Management LLC
1,357,555$26.5M6.5%ValueLowRamsey, NJ2026-10-20
Asset Dedication, LLC
1,332,370$26.0M1.6%ETFLowSan Francisco, CA2026-11-03
Clark Asset Management, LLC
1,245,307$24.3M1.8%ETFVery LowStratham, NH2026-10-19
Kirr Marbach & Co LLC
947,721$18.5M3.5%GARPLowColumbus, IN2026-10-20
Thrivent Financial for Lutherans
856,916$16.7M0.1%GARPMediumMinneapolis, MN2026-11-05
Cornerstone Wealth Management, LLC
778,723$15.2M0.6%ETFVery LowSt. Peters, MO2026-11-04
Kestra Advisory Services, LLC
744,741$14.5M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
666,863$13.0M0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
601,465$11.7M0.1%GrowthLowAustin, TX2026-10-30
IFS Advisors, LLC
594,339$11.6M3.5%ETFLowOverland Park, KS2026-10-14
BCS Wealth Management
513,289$10.0M1.8%ETFVery LowJohnson City, TN2026-11-03
Evexia Wealth LLC
511,408$10.0M2.8%CoreMediumStevens Point, WI2026-11-05
Lantz Financial LLC
493,466$9.6M1.8%ETFLowNaperville, IL2026-10-15
Hengehold Capital Management LLC
492,519$9.6M0.7%ETFLowCincinnati, OH2026-10-16
Straight Path Wealth Management
486,919$9.5M2.1%ETFLowJenison, MI2026-10-23
Sound Stewardship, LLC
440,723$8.6M3.5%ETFVery LowOverland Park, KS2026-10-14
J. Team Financial, Inc.
426,251$8.3M7.2%CoreMediumAbilene, TX2026-11-03
Capstone Wealth Management Group, LLC
426,155$8.3M3.5%ETFMediumDunmore, PA2026-11-05
Krilogy Financial LLC
419,371$8.2M0.2%GrowthLowSt. Louis, MO2026-10-13
Matthew Goff Investment Advisor, LLC
372,630$7.3M1.1%CoreMediumHouston, TX2026-10-13
Milestone Asset Management, LLC
371,135$7.2M1.1%GrowthHighPittsburgh, PA2026-10-15
Cambridge Investment Research Advisors, Inc.
366,184$7.1M0.0%ETFLowFairfield, IA2026-11-02
Cornerstone Planning, LLC
365,700$7.1M1.5%CoreMediumCharlotte, NC2026-10-27
Steel Grove Capital Advisors, LLC
364,094$7.1M0.6%ETFLowMemphis, TN2026-10-13
Verdence Capital Advisors LLC
354,118$6.9M0.3%CoreMediumHunt Valley, MD2026-10-26
Carroll Advisory Group, LLC
345,865$6.8M2.1%ETFVery LowTexarkana, TX2026-10-16
Parr Mcknight Wealth Management Group, LLC
329,613$6.4M0.8%CoreMediumMinneapolis, MN2026-10-30
AA Financial Advisors, LLC
322,222$6.3M0.7%ETFMediumColumbus, OH2026-10-19
Howard Wealth Management, LLC
304,759$5.9M2.1%ETFVery LowMadison, CT2026-10-28
Farnam Financial LLC
303,938$5.9M4.4%ETFLowPhoenix, AZ2026-10-21
Trilogy Capital Inc.
302,450$5.9M0.2%ETFMediumIrvine, CA2026-10-20
Ledgewood Wealth Advisors, LLC
298,366$5.8M3.2%ETFLowExeter, NH2026-10-09
NorthAvenue LLC
255,214$5.0M3.5%ETFVery LowColumbus, OH2026-10-29
Livet Wealth, LLC
227,869$4.4M2.5%ETFLowSpanish Fork, UT2026-10-27
AlphaStar Capital Management, LLC
215,310$4.2M0.3%ETFMediumCornelius, NC2026-10-16
Vaughan David Investments LLC
213,902$4.2M0.1%ValueLowPeoria, IL2026-11-05
CRA Financial Services, LLC
211,310$4.1M0.5%ETFVery LowNorthfield, NJ2026-10-16
Legacy Private Trust Co.
206,455$4.0M0.2%ETFLowNeenah, WI2026-10-06
Tenon Financial LLC
205,382$4.0M1.2%ETFVery LowMetuchen, NJ2026-10-14
Prospera Financial Services Inc
200,989$3.9M0.1%CoreMediumDallas, TX2026-11-04
Pacific Wealth Strategies Group, Inc.
199,824$3.9M2.1%ETFMediumSanta Barbara, CA2026-11-02
Infinity Wealth Counsel, LLC
182,868$3.6M2.9%ETFVery LowLoveland, OH2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
174,110$3.4M0.0%GrowthVery LowSeattle, WA2026-10-27
Horizons Wealth Management
169,753$3.3M2.1%ETFLowAsheville, NC2026-10-05
J.W. Cole Advisors, Inc.
166,409$3.2M0.1%IndexLowTampa, FL2026-11-05
Strategic Family Wealth Counselors, L.L.C.
160,141$3.1M0.7%ETFVery LowFairfield, NJ2026-10-29
Carnegie Investment Counsel
154,812$3.0M0.1%CoreLowPepper Pike, OH2026-10-20
Key FInancial Inc
144,518$2.8M0.5%ETFLowWest Chester, PA2026-11-02
Sunbeam Capital Management, LLC
137,205$2.7M1.2%GrowthVery LowAtlanta, GA2026-11-05
Old Port Advisors
134,744$2.6M0.5%GARPLowPortland, ME2026-10-23
Continuum Wealth Advisors, LLC
134,484$2.6M0.9%ETFMediumSaratoga Springs, NY2026-10-20
Silverlake Wealth Management LLC
130,797$2.6M0.5%ETFLowWilliston, VT2026-10-21
Wagner Wealth Management, Corp
126,777$2.5M1.9%ETFHighConyngham, PA2026-10-20
Wealth Enhancement Advisory Services, LLC
126,686$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Laurel Wealth Advisors LLC
121,525$2.4M0.2%CoreVery LowCharlotte, NC2026-10-27
Kohmann Bosshard Financial Services, LLC
120,636$2.4M0.2%ETFLowFairlawn, OH2026-11-04
Opulen Financial Group LLC
116,999$2.3M1.4%ETFVery LowArlington, VA2026-10-22
SFE Investment Counsel
107,800$2.1M0.3%CoreLowLos Angeles, CA2026-10-29
Redmond Asset Management, LLC
105,474$2.1M0.6%CoreLowHenrico, VA2026-10-27
Semitam Bonam LLC
101,998$2.0M1.4%ETFVery LowGoshen, NY2026-10-27
HUB Investment Partners, LLC
100,649$2.0M0.0%GrowthLowAustin, TX2026-11-03
Atria Investments, Inc
97,112$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
Redwood Financial Network Corp
96,544$1.9M1.0%ETFLowSolon, OH2026-11-03
Pinnacle Financial Group, LLC / IL
96,487$1.9M0.5%ETFVery LowWestern Springs, IL2026-10-29
Beacon Financial Group
94,957$1.9M0.2%ETFMediumDallas, TX2026-10-19
Truist Financial Corp
89,598$1.7M0.0%CoreLowCharlotte, NC2026-10-30
Accurate Wealth Management, LLC
87,841$1.7M0.1%CoreMediumWesley Chapel, FL2026-10-20
Butensky & Cohen Financial Security, Inc
84,586$1.7M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Creative Planning
83,318$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Schear Investment Advisers, LLC
80,450$1.6M0.2%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
80,450$1.6M0.2%Agg GrowthLowIndependence, OH2026-10-14
Mission Wealth Management, LP
78,556$1.5M0.0%ETFLowSanta Barbara, CA2026-10-15
Parallel Advisors, LLC
76,822$1.5M0.0%IndexLowSan Francisco, CA2026-11-03
Wingate Wealth Advisors, Inc.
71,871$1.4M0.6%ETFVery LowLexington, MA2026-10-26
Avior Wealth Management, LLC
65,961$1.3M0.0%ETFMediumOmaha, NE2026-10-13
Ballew Advisors, Inc
65,958$1.3M0.6%ETFLowJackson, MS2026-10-05
Farther Finance Advisors, LLC
61,646$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Kessler Investment Group, LLC
60,615$1.2M0.6%GrowthHighColumbus, IN2026-10-08
Tennessee Valley Asset Management Partners
60,258$1.2M0.1%ETFLowKnoxville, TN2026-11-03
Whitener Capital Management, Inc.
57,715$1.1M0.2%CoreVery LowRocky Mount, NC2026-10-15
XY Planning Network, Inc.
55,506$1.1M0.1%ETFLowBozeman, MT2026-10-14
Harel Insurance Investments & Financial Services Ltd.
53,382$1.0M0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Diversify Wealth Management, LLC
52,990$1.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
52,990$1.0M0.0%GrowthLowSandy, UT2026-10-20
Strid Group, LLC
50,029$976.6K0.1%ETFLowNewtown Square, PA2026-10-28
Sawgrass Asset Management LLC
49,043$957.3K0.1%GrowthMediumPonte Vedra Beach, FL2026-11-03
Montag A & Associates Inc
47,972$936.4K0.0%CoreLowAtlanta, GA2026-10-29
StoneX Group Inc.
47,953$936.2K0.0%ETFMediumNew York, NY2026-11-03
Cypress Wealth Services, LLC
47,331$924.6K0.1%ETFLowPalm Desert, CA2026-10-21
Western Financial Corp
46,845$914.4K0.3%MomentumHighSan Diego, CA2026-10-14
4Thought Financial Group Inc.
45,982$897.6K0.4%ETFLowSyosset, NY2026-11-02
Concurrent Investment Advisors, LLC
45,209$882.5K0.0%GrowthMediumTampa, FL2026-10-16
Yankcom Partnership
43,165$842.6K0.3%CoreVery LowYankton, SD2026-10-15
Sentinel Pension Advisors, LLC
41,585$811.7K0.1%ETFLowWakefield, MA2026-11-02
Oliver Luxxe Assets LLC
41,580$811.6K0.1%ValueMediumGladstone, NJ2026-10-14
Fifth Third Bancorp
41,322$806.6K0.0%IndexVery LowCincinnati, OH2026-11-05
First City Capital Management, Inc.
41,021$800.7K0.4%CoreLowSavannah, GA2026-10-27
Cordatus Wealth Management LLC
40,491$790.4K0.2%GrowthMediumNewtown, PA2026-10-19
Signature Resources Capital Management, LLC
39,841$777.7K0.3%ETFLowNewport Beach, CA2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
39,702$775.0K0.2%CoreMediumBloomington, IN2026-10-15
Aspen Investment Management Inc
38,690$755.0K0.4%GrowthLowGrand Rapids, MI2026-11-05
Steele Capital Management, Inc.
38,179$745.3K0.0%ETFVery LowDubuque, IA2026-11-02
Gill Capital Partners, LLC
37,946$740.7K0.2%ETFLowDenver, CO2026-10-13
Wealth Quarterback LLC
37,418$730.4K0.2%ETFMediumToms River, NJ2026-10-20
Phillip James Consulting Co.
36,761$717.6K0.5%ETFVery HighPlymouth, MN2026-11-03
NewCorp Financial Services, Inc.
36,548$713.4K0.5%ETFLowAlpharetta, GA2026-10-14
Towne Trust Company, N.a
36,307$708.7K0.2%CoreLowNewport News, VA2026-10-28
SAX Wealth Advisors, LLC
36,069$704.1K0.0%ETFVery LowParsippany, NJ2026-10-13
First Fiduciary Investment Counsel, Inc.
33,886$661.0K0.4%CoreLowCleveland, OH2026-10-27
Jm2 Capital Inc.
33,239$648.8K0.4%GrowthVery LowEdmond, OK2026-10-14
IFP Advisors, Inc
32,860$641.4K0.0%GrowthLowTampa, FL2026-10-16
American Institute for Advanced Investment Management, LLP
32,565$635.7K0.4%ETFLowScottsdale, AZ2026-11-03
Claro Advisors Inc.
32,046$625.5K0.1%CoreLowBoston, MA2026-11-02
RVW Wealth, LLC
31,862$622.0K0.0%ETFVery LowLos Angeles, CA2026-10-06
Globalt Investments LLC / GA
31,705$618.9K0.0%ETFLowAtlanta, GA2026-10-27
SMI Advisory Services, LLC
31,483$615.3K0.1%ETFMediumColumbus, IN2026-10-13
GS Investments, Inc.
30,315$591.7K0.4%CoreVery LowEagan, MN2026-11-05
Fusion Family Wealth, LLC
30,280$591.1K0.0%ETFVery LowWoodbury, NY2026-11-02
Nations Financial Group Inc,
29,992$585.5K0.0%CoreLowCedar Rapids, IA2026-11-05
First Command Advisory Services, Inc.
29,168$569.4K0.0%IndexLowFort Worth, TX2026-11-05
Wealthcare Advisory Partners LLC
28,981$565.7K0.0%ETFLowWest Chester, PA2026-10-21
VestGen Advisors, LLC
27,925$545.1K0.0%GrowthMediumChicago, IL2026-10-27
Independence Bank of Kentucky
27,413$535.1K0.1%GrowthLowOwensboro, KY2026-10-26
Global Financial Private Client, LLC
26,621$519.6K0.1%GrowthLowSarasota, FL2026-10-15
Tassel Capital Management, Inc.
26,510$517.5K0.3%ETFLowMatthews, NC2026-10-20
Sensible Money, LLC
26,503$517.3K0.1%ETFVery LowScottsdale, AZ2026-10-20
Berkshire Money Management, Inc.
26,453$516.4K0.0%ETFMediumDalton, MA2026-10-21
Capital Investment Advisors, LLC
25,424$496.3K0.0%CoreLowAtlanta, GA2026-10-22
Ironwood Wealth Management, Llc.
25,075$489.5K0.1%ETFLowChandler, AZ2026-10-28
Park Avenue Securities LLC
23,036$450.0K0.0%ETFMediumNew York, NY2026-10-26
Voisard Asset Management Group, Inc.
22,883$446.7K0.1%ETFLowGrand Rapids, MI2026-10-13
Curbstone Financial Management Corp
22,848$446.0K0.1%CoreLowManchester, NH2026-10-21
MGO One Seven LLC
22,520$439.6K0.0%GrowthLowBeachwood, OH2026-10-28
Woodmont Investment Counsel LLC
21,695$423.5K0.0%GARPVery LowNashville, TN2026-10-29
Mirador Capital Partners LP
21,598$421.6K0.0%GrowthMediumPleasanton, CA2026-10-09
Intrua Financial, LLC
20,009$390.6K0.0%ETFMediumHouston, TX2026-10-28
McCarley & Cook Financial Planners
19,978$390.0K0.3%ETFLowCincinnati, OH2026-10-21
Glass Jacobson Investment Advisors llc
19,879$388.0K0.1%ETFLowOwings Mills, MD2026-10-26
Blue Line Capital, LLC / IL
19,337$377.5K0.3%GrowthHighChicago, IL2026-11-04
Sigma Investment Counselors Inc
19,198$374.7K0.0%ETFLowNorthville, MI2026-10-27
Blossom Wealth Management
19,000$370.9K0.5%GrowthLowSan Ramon, Ca, CA2026-11-03
Net Worth Advisory Group
18,894$368.8K0.1%GARPMediumSandy, UT2026-10-20
Meriwether Wealth & Planning, LLC
18,863$368.2K0.2%ETFMediumMinden, LA2026-10-13
Stonebridge Financial Group, LLC
18,612$363.3K0.0%ETFMediumWormleysburg, PA2026-10-01
Seek First Inc.
17,614$343.8K0.2%ETFLowCampbell, CA2026-10-27
Private Trust Co NA
17,113$334.0K0.0%CoreLowCleveland, OH2026-10-20
Edge Wealth Management LLC
16,187$316.1K0.0%CoreLowNew York, NY2026-10-13
B. Riley Wealth Advisors, Inc.
16,000$312.3K0.0%GrowthLowMemphis, TN2026-10-13
Well Done, LLC
15,917$310.7K0.0%ETFLowHolland, MI2026-10-20
Independent Financial Group, LLC
15,683$306.1K0.0%GrowthLowSan Diego, CA2026-10-13
Larson Financial Group LLC
15,676$306.0K0.0%GrowthLowSt Louis, MO2026-11-05
RMR Wealth Builders
15,337$299.4K0.0%ETFLowMontclair, NJ2026-10-22
Insight Wealth Partners, LLC
15,245$297.6K0.0%ETFLowPlano, TX2026-10-26
Fourpath Capital Management, LLC
15,118$295.1K0.0%CoreMediumOklahoma City, OK2026-10-19
Chatham Capital Group, Inc.
15,100$294.8K0.0%CoreLowSavannah, GA2026-10-16
Legacy Wealth Partners, LLC
15,083$294.4K0.1%ETFHighLakewood, CO2026-10-15
Solitude Financial Services
14,300$279.1K0.1%ETFVery LowCharlottesville, VA2026-10-26
RFG Advisory, LLC
13,492$263.4K0.0%ETFMediumBirmingham, AL2026-11-03
Aprio Wealth Management, LLC
13,283$259.3K0.0%ETFMediumAtlanta, GA2026-10-28
Meridian Wealth Management, LLC
13,229$258.2K0.0%GrowthLowLexington, KY2026-11-05
Apella Capital, LLC
13,194$257.7K0.0%ETFVery LowWest Hartford, CT2026-10-08
SJS Investment Consulting Inc.
12,775$249.4K0.0%ETFVery LowSylvania, OH2026-10-26
Signature Estate & Investment Advisors LLC
12,703$248.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Yoder Wealth Management, Inc.
12,700$247.9K0.1%ETFLowWalnut Creek, CA2026-10-13
Altus Wealth Group LLC
12,417$242.4K0.1%ETFLowColorado Springs, CO2026-10-20
SigFig Wealth Management, LLC
12,222$238.6K0.0%ETFLowSan Francisco, CA2026-10-07
Certified Advisory Corp
12,151$237.2K0.0%ETFLowAltamonte Springs, FL2026-10-29
Financial Solutions Advisory Group, Inc.
12,035$235.3K0.0%ETFMediumChicago, IL2026-10-28
Midwest Trust Co
11,983$233.9K0.0%CoreLowOverland Park, KS2026-10-22
Nicholas Hoffman & Company, Llc.
11,896$232.2K0.0%ETFVery LowAtlanta, GA2026-10-30
4J Wealth Management LLC
11,860$231.5K0.1%ETFMediumMclean, VA2026-11-02
Wilkins Miller Wealth Management, LLC
11,815$230.6K0.1%ETFVery LowMobile, AL2026-10-13
Retirement Solution LLC
11,603$226.5K0.0%ETFMediumRedmond, WA2026-10-27
Jacobi Capital Management LLC
11,600$226.4K0.0%CoreLowPittston, PA2026-11-05
RIA Advisory Group LLC
11,434$223.2K0.1%ETFHighSioux Falls, SD2026-10-15
Wespac Advisors, LLC
11,124$217.1K0.1%ETFHighOrinda, CA2026-10-26
Kaydan Wealth Management, Inc.
10,495$204.9K0.1%ETFMediumFenton, MI2026-10-08
Foundry Financial Group, Inc.
10,321$201.5K0.1%ETFLowLaconia, NH2026-10-28
ETF Portfolio Partners, Inc.
10,292$200.9K0.1%ETFVery LowLeawood, KS2026-10-22
Marietta Wealth Management, LLC
10,140$198.3K0.0%GrowthLowMarietta, GA2026-10-22
Latitude Advisors, LLC
6,794$132.6K0.0%ETFLowYorkville, IL2026-10-27
US Bancorp \de\
6,581$128.5K0.0%IndexLowMinneapolis, MN2026-11-05
Eastern Bank
6,062$118.3K0.0%GrowthMediumBoston, MA2026-10-05
United Community Bank
5,500$107.4K0.0%CoreLowGreenville, SC2026-10-28
Marquette Asset Management, LLC
3,609$70.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Sarver Vrooman Wealth Advisors
3,219$62.8K0.0%ETFMediumKansas City, MO2026-10-01
Assetmark, Inc
2,348$45.8K0.0%ETFLowConcord, CA2026-10-21
Armstrong Advisory Group, Inc
2,140$41.8K0.0%ETFHighNeedham, MA2026-10-09
Provenance Wealth Advisors, LLC
1,800$35.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
CX Institutional
1,524$300.0%CoreMediumAuburn, IN2026-10-02
Harbor Investment Advisory, LLC
1,460$28.5K0.0%GrowthLowLutherville, MD2026-10-13
Caldwell Trust Co
1,387$27.1K0.0%GrowthLowVenice, FL2026-10-30
DiNuzzo Private Wealth, Inc.
1,237$24.1K0.0%ETFLowBeaver, PA2026-10-16
First Bancorp, Inc
1,172$22.9K0.0%ValueVery LowDamariscotta, ME2026-10-26
City State Bank
1,146$22.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Aspect Partners, LLC
1,042$20.3K0.0%ETFMediumFairfax, VA2026-10-20
Lanark Financial, Inc.
788$15.4K0.0%CoreMediumBirmingham, AL2026-10-26
Clayton Financial Group LLC
641$12.5K0.0%ETFLowSt. Louis, MO2026-10-13
Old Second National Bank of Aurora
583$11.4K0.0%CoreLowAurora, IL2026-10-22
Ascentis Independent Advisors
454$8.9K0.0%ETFLowDallas, TX2026-11-03
First Premier Bank
423$80.0%CoreVery LowSioux Falls, SD2026-10-13
Creative Financial Designs Inc
295$5.8K0.0%ETFMediumKokomo, IN2026-11-04
Ashton Thomas Private Wealth, LLC
211$4.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Davis Capital Management
140$2.7K0.0%CoreLowJacksonville, FL2026-10-08
Evolution Wealth Management Inc.
116$2.3K0.0%ETFMediumFort Myers, FL2026-10-28
Proathlete Wealth Management LLC
48$9440.0%ETFVery LowBoca Raton, FL2026-10-15