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Fidelity ENH LRG Cap COR ETF (FELC)

CUSIP: 316092113 | NYSE | 390 institutional holders

Quarters

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

Commonwealth Equity Services, LLC4,565,744
0.3% of portfolio›$197.8M
Fragasso Financial Advisors Inc3,856,144
8.5% of portfolio›$170.3M
KFG Wealth Management, LLC3,642,184
17.1% of portfolio›$157.8M
EdgeRock Capital LLC2,077,890
19.5% of portfolio›$90.0M
Kestra Advisory Services, LLC819,384
0.1% of portfolio›$35.5M
Wealth Enhancement Advisory Services, LLC802,177
0.1% of portfolio›$35.2M
Valley National Advisers Inc739,584
3.5% of portfolio›$32.0M
Vise Technologies, Inc.693,590
0.2% of portfolio›$30.0M
Beaumont Financial Advisors, LLC453,294
1.2% of portfolio›$19.6M
Blake Schutter Theil Wealth Advisors, LLC452,065
13.5% of portfolio›$19.6M
Mascoma Wealth Management LLC430,474
3.4% of portfolio›$18.6M
Flagship Wealth Advisors, LLC321,624
3.0% of portfolio›$13.9M
Summit Wealth Group LLC / Co257,175
0.7% of portfolio›$11.1M
Cambridge Investment Research Advisors, Inc.248,329
0.1% of portfolio›$10.8M
Gilbert Capital Group, Inc.213,571
6.5% of portfolio›$9.3M
Clearwave Capital, LLC200,663
4.6% of portfolio›$8.7M
Lincoln Capital Corp162,485
2.3% of portfolio›$7.0M
Williams & Novak Wealth Management, LLC156,882
4.0% of portfolio›$6.8M
Able Wealth Management LLC151,627
1.5% of portfolio›$6.7M
M Holdings Securities, Inc.127,088
0.0% of portfolio›$5.4K
Rooted Wealth Advisors, Inc.112,714
1.2% of portfolio›$4.7M
SAX Wealth Advisors, LLC111,326
0.1% of portfolio›$4.8M
Retirement Planning Group, LLC110,417
0.1% of portfolio›$4.8M
Investmark Advisory Group LLC102,990
1.4% of portfolio›$4.5M
Silverlake Wealth Management LLC80,868
0.7% of portfolio›$3.5M
B. Riley Wealth Advisors, Inc.78,585
0.1% of portfolio›$3.4M
Creative Planning74,057
0.0% of portfolio›$3.2M
Midwest Financial Network, LLC68,108
2.0% of portfolio›$3.0M
Truist Financial Corp66,381
0.0% of portfolio›$2.9M
Financial Partners Group, Inc65,951
0.3% of portfolio›$2.9M
Signal Advisors Wealth, LLC64,781
0.1% of portfolio›$2.8M
Kestra Private Wealth Services, LLC64,180
0.0% of portfolio›$2.8M
AAF Wealth Management, LLC52,415
0.8% of portfolio›$2.3M
Pension & Wealth Management Advisors, Inc.49,374
0.5% of portfolio›$2.1M
D.A. Davidson & Co.47,682
0.0% of portfolio›$2.1M
Fortress Financial Group, LLC47,629
1.0% of portfolio›$2.1M
LongView Wealth Management45,271
0.5% of portfolio›$2.0M
Sowell Financial Services LLC44,373
0.1% of portfolio›$1.9M
Lido Advisors, LLC44,116
0.0% of portfolio›$1.9M
Williams Jones Wealth Management, Llc.43,738
0.0% of portfolio›$1.9M
InTrack Investment Management Inc40,390
0.8% of portfolio›$1.7M
Succession Financial, Inc.37,358
1.6% of portfolio›$1.6M
Flagship Harbor Advisors, LLC36,881
0.1% of portfolio›$1.6M
Mather Group, Llc.36,763
0.0% of portfolio›$1.6M
Csenge Advisory Group35,342
0.1% of portfolio›$1.5M
Elevation Wealth Management LLC34,693
1.0% of portfolio›$1.5M
Mission Financial Group, LLC34,249
1.2% of portfolio›$1.5M
New England Private Wealth Advisors LLC34,051
0.1% of portfolio›$1.5M
Certified Advisory Corp30,001
0.1% of portfolio›$1.3M
Concurrent Investment Advisors, LLC28,262
0.0% of portfolio›$1.2M
Sovran Advisors, LLC26,624
0.1% of portfolio›$1.2M
PCA Investment Advisory Services Inc.25,859
0.3% of portfolio›$1.1M
Mayfair Advisory Group, LLC24,696
0.3% of portfolio›$1.1M
Salus Financial Advisors, LLC23,394
0.5% of portfolio›$1.0M
PFG Advisors21,821
0.0% of portfolio›$945.3K
BridgePort Financial Solutions, LLC20,003
0.2% of portfolio›$866.5K
RFG Advisory, LLC19,866
0.0% of portfolio›$860.6K
Meadow Creek Wealth Advisors LLC18,562
0.5% of portfolio›$804.1K
Alchemi Wealth, LLC17,435
0.3% of portfolio›$755.3K
HBW Advisory Services LLC17,024
0.1% of portfolio›$737.5K
Calamos Wealth Management LLC16,707
0.0% of portfolio›$723.7K
Valeo Financial Advisors, LLC16,644
0.0% of portfolio›$721.0K
Mission Wealth Management, LP16,224
0.0% of portfolio›$702.8K
HB Wealth Management, LLC16,015
0.0% of portfolio›$693.8K
Financial Perspectives, Inc15,760
0.2% of portfolio›$682.7K
Geneva Partners, LLC14,426
0.2% of portfolio›$624.9K
Clarity Asset Management, Inc.13,452
0.3% of portfolio›$582.7K
Harbor Asset Planning, Inc.13,007
0.4% of portfolio›$563.5K
Brighton Jones LLC12,293
0.0% of portfolio›$532.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,136
0.0% of portfolio›$525.7K
Hudock, Inc.11,860
0.1% of portfolio›$513.8K
Smith Shellnut Wilson LLC11,515
0.2% of portfolio›$498.8K
Apella Capital, LLC11,345
0.0% of portfolio›$500.4K
Lighthouse Financial LLC9,950
0.2% of portfolio›$431.0K
Farther Finance Advisors, LLC9,586
0.0% of portfolio›$415.3K
BIP Wealth, LLC9,271
0.0% of portfolio›$401.6K
Spire Wealth Management8,846
0.0% of portfolio›$383.2K
Sigma Planning Corp8,713
0.0% of portfolio›$377.4K
Choreo, LLC8,433
0.0% of portfolio›$365.3K
Madrid Financial Services8,000
0.2% of portfolio›$346.6K
Schmidt P J Investment Management Inc7,809
0.1% of portfolio›$338.3K
Aprio Wealth Management, LLC7,727
0.0% of portfolio›$334.7K
Wealthstar Advisors, LLC7,549
0.1% of portfolio›$327.0K
Canvas Wealth Advisors, LLC6,929
0.0% of portfolio›$300.9K
Soltis Investment Advisors LLC6,909
0.0% of portfolio›$299.3K
Signaturefd, LLC6,597
0.0% of portfolio›$285.8K
Strategic Wealth Investment Group, LLC6,540
0.0% of portfolio›$283.3K
Assetmark, Inc6,433
0.0% of portfolio›$278.7K
Foundry Financial LLC6,356
0.1% of portfolio›$275.3K
AdvisorNet Financial, Inc6,198
0.0% of portfolio›$270.5K
Almanack Investment Partners, Llc.5,900
0.0% of portfolio›$255.6K
NWF Advisory Services Inc.5,872
0.0% of portfolio›$254.4K
Powerhouse Assets LLC5,849
0.2% of portfolio›$253.4K
Rolek Wealth Management LLC5,834
0.1% of portfolio›$252.7K
Cullen T Bankers, Inc.5,799
0.0% of portfolio›$251.2K
CLG LLC5,753
0.1% of portfolio›$249.2K
Stone Wealth Partners5,568
0.1% of portfolio›$241.4K
Traynor Capital Management, Inc.5,525
0.0% of portfolio›$239.4K
Brookstone Capital Management5,503
0.0% of portfolio›$238.4K
Facet Wealth, Inc.5,473
0.0% of portfolio›$237.1K
Capital Investment Advisors, LLC5,389
0.0% of portfolio›$233.4K
Roxbury Financial LLC5,363
0.2% of portfolio›$232.3K
Community Bank & Trust, Waco, Texas5,356
0.1% of portfolio›$232.0K
Trust Point Inc.5,320
0.0% of portfolio›$230.5K
Financial Management Network Inc5,296
0.0% of portfolio›$231.4K
Golden Reserve Retirement LLC5,152
0.0% of portfolio›$223.2K
Chicago Partners Investment Group LLC4,884
0.0% of portfolio›$209.9K
ShoreHaven Wealth Partners, LLC4,771
0.1% of portfolio›$206.7K
Next Level Private LLC4,641
0.0% of portfolio›$201.0K
Evolution Wealth Management Inc.4,628
0.1% of portfolio›$200.5K
Latitude Advisors, LLC4,474
0.1% of portfolio›$193.8K
Portfolio Resources Advisor Group, Inc.3,902
0.1% of portfolio›$169.0K
Glass Jacobson Investment Advisors llc3,358
0.0% of portfolio›$145.5K
Root Financial Partners, LLC3,258
0.0% of portfolio›$141.1K
Thurston, Springer, Miller, Herd & Titak, Inc.3,000
0.2% of portfolio›$130.0K
Kingdom Financial Group Llc.2,473
0.0% of portfolio›$107.1K
Meriwether Wealth & Planning, LLC2,017
0.0% of portfolio›$87.4K
Blue Trust, Inc.1,871
0.0% of portfolio›$81.1K
Private Trust Co NA1,691
0.0% of portfolio›$73.3K
IFP Advisors, Inc1,618
0.0% of portfolio›$70.1K
Bfsg, LLC1,471
0.0% of portfolio›$63.7K
EPG Wealth Management LLC1,118
0.0% of portfolio›$48.4K
EverSource Wealth Advisors, LLC904
0.0% of portfolio›$39.2K
Monetary Solutions, Ltd900
0.0% of portfolio›$39.0K
Halbert Hargrove Global Advisors, LLC897
0.0% of portfolio›$38.9K
CoreCap Advisors, LLC859
0.0% of portfolio›$37.2K
Parallel Advisors, LLC711
0.0% of portfolio›$30.8K
Archer Investment Corp704
0.0% of portfolio›$30.5K
Allspring Global Investments Holdings, LLC603
0.0% of portfolio›$26.3K
Byrne Asset Management LLC372
0.0% of portfolio›$16.2K
Abound Wealth Management344
0.0% of portfolio›$14.9K
Armstrong Advisory Group, Inc306
0.0% of portfolio›$13.3K
Mosley Wealth Management299
0.0% of portfolio›$13.1K
Ashton Thomas Private Wealth, LLC263
0.0% of portfolio›$11.4K
Concord Wealth Partners256
0.0% of portfolio›$11.1K
Key Capital Management, Inc252
0.0% of portfolio›$10.9K
Buck Wealth Strategies, LLC208
0.0% of portfolio›$9.0K
Woodard & Co Asset Management Group Inc192
0.0% of portfolio›$8.3K
Golden State Wealth Management, LLC180
0.0% of portfolio›$7.8K
First Bancorp, Inc165
0.0% of portfolio›$7.1K
Rachor Investment Advisory Services, LLC152
0.0% of portfolio›$6.6K
Cape Investment Advisory, Inc.133
0.0% of portfolio›$5.8K
High Point Wealth Management, LLC121
0.0% of portfolio›$5.3K
Ascentis Wealth Management, LLC112
0.0% of portfolio›$4.9K
Westside Investment Management, Inc.87
0.0% of portfolio›$3.8K
TD Waterhouse Canada Inc.73
0.0% of portfolio›$3.2K
Mainstream Capital Management LLC36
0.0% of portfolio›$1.6K
Asset Dedication, LLC24
0.0% of portfolio›$1.0K
Parkside Financial Bank & Trust21
0.0% of portfolio›$910
GHP Investment Advisors, Inc.20
0.0% of portfolio›$867
Kings Path Partners LLC1
0.0% of portfolio›$34
TD Private Client Wealth LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
4,565,744$197.8M0.3%ETFLowWaltham, MA2026-11-02
Fragasso Financial Advisors Inc
3,856,144$170.3M8.5%ETFLowSewickley, PA2026-10-13
KFG Wealth Management, LLC
3,642,184$157.8M17.1%ETFMediumGranger, IN2026-10-16
EdgeRock Capital LLC
2,077,890$90.0M19.5%ETFLowDenver, CO2026-11-03
Kestra Advisory Services, LLC
819,384$35.5M0.1%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
802,177$35.2M0.1%CoreLowPlymouth, MN2026-10-13
Valley National Advisers Inc
739,584$32.0M3.5%ETFLowBethlehem, PA2026-10-23
Vise Technologies, Inc.
693,590$30.0M0.2%IndexLowNew York, NY2026-10-29
Beaumont Financial Advisors, LLC
453,294$19.6M1.2%GrowthMediumNeedham, MA2026-10-22
Blake Schutter Theil Wealth Advisors, LLC
452,065$19.6M13.5%ETFLowDayton, OH2026-11-02
Mascoma Wealth Management LLC
430,474$18.6M3.4%ETFVery LowHanover, NH2026-10-23
Flagship Wealth Advisors, LLC
321,624$13.9M3.0%ETFLowWakefield, MA2026-11-03
Summit Wealth Group LLC / Co
257,175$11.1M0.7%ETFHighColorado Springs, CO2026-10-29
Cambridge Investment Research Advisors, Inc.
248,329$10.8M0.1%ETFLowFairfield, IA2026-11-02
Gilbert Capital Group, Inc.
213,571$9.3M6.5%ETFHighNorth Yarmouth, ME2026-10-28
Clearwave Capital, LLC
200,663$8.7M4.6%GrowthLowUpland, CA2026-10-27
Lincoln Capital Corp
162,485$7.0M2.3%ETFMediumEast Greenwich, RI2026-10-13
Williams & Novak Wealth Management, LLC
156,882$6.8M4.0%ETFMediumWestlake Village, CA2026-10-09
Able Wealth Management LLC
151,627$6.7M1.5%ETFMediumToms River, NJ2026-10-13
M Holdings Securities, Inc.
127,088$5.4K0.0%ETFHighPortland, OR2026-11-03
Rooted Wealth Advisors, Inc.
112,714$4.7M1.2%ETFLowBourbonnais, IL2026-11-03
SAX Wealth Advisors, LLC
111,326$4.8M0.1%ETFVery LowParsippany, NJ2026-10-13
Retirement Planning Group, LLC
110,417$4.8M0.1%ETFVery LowLeawood, KS2026-10-19
Investmark Advisory Group LLC
102,990$4.5M1.4%ETFVery LowShelton, CT2026-10-27
Silverlake Wealth Management LLC
80,868$3.5M0.7%ETFLowWilliston, VT2026-10-21
B. Riley Wealth Advisors, Inc.
78,585$3.4M0.1%GrowthLowMemphis, TN2026-10-13
Creative Planning
74,057$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Midwest Financial Network, LLC
68,108$3.0M2.0%ETFHighTinley Park, IL2026-10-13
Truist Financial Corp
66,381$2.9M0.0%CoreLowCharlotte, NC2026-10-30
Financial Partners Group, Inc
65,951$2.9M0.3%ETFLowOverland Park, KS2026-10-19
Signal Advisors Wealth, LLC
64,781$2.8M0.1%ETFLowDetroit, MI2026-10-13
Kestra Private Wealth Services, LLC
64,180$2.8M0.0%GrowthLowAustin, TX2026-10-30
AAF Wealth Management, LLC
52,415$2.3M0.8%ETFLowWestborough, MA2026-10-28
Pension & Wealth Management Advisors, Inc.
49,374$2.1M0.5%ETFLowWaltham, MA2026-10-16
D.A. Davidson & Co.
47,682$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Fortress Financial Group, LLC
47,629$2.1M1.0%ETFMediumRochester, MN2026-10-21
LongView Wealth Management
45,271$2.0M0.5%ETFLowAtlanta, GA2026-10-19
Sowell Financial Services LLC
44,373$1.9M0.1%CoreLowNorth Little Rock, AR2026-10-23
Lido Advisors, LLC
44,116$1.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Williams Jones Wealth Management, Llc.
43,738$1.9M0.0%GrowthLowNew York, NY2026-11-05
InTrack Investment Management Inc
40,390$1.7M0.8%GrowthMediumSouth Burlington, VT2026-10-15
Succession Financial, Inc.
37,358$1.6M1.6%ETFN/AMckinney, TX2026-10-14
Flagship Harbor Advisors, LLC
36,881$1.6M0.1%ETFMediumBoston, MA2026-10-26
Mather Group, Llc.
36,763$1.6M0.0%ETFMediumChicago, IL2026-10-14
Csenge Advisory Group
35,342$1.5M0.1%ETFMediumClearwater, FL2026-11-04
Elevation Wealth Management LLC
34,693$1.5M1.0%Agg GrowthLowEden Prairie, MN2026-11-02
Mission Financial Group, LLC
34,249$1.5M1.2%ETFN/AHonolulu, HI2026-10-21
New England Private Wealth Advisors LLC
34,051$1.5M0.1%ETFVery LowWellesley, MA2026-10-19
Certified Advisory Corp
30,001$1.3M0.1%ETFLowAltamonte Springs, FL2026-10-29
Concurrent Investment Advisors, LLC
28,262$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Sovran Advisors, LLC
26,624$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
PCA Investment Advisory Services Inc.
25,859$1.1M0.3%ETFVery LowCincinnati, OH2026-10-13
Mayfair Advisory Group, LLC
24,696$1.1M0.3%ETFLowBirmingham, AL2026-10-20
Salus Financial Advisors, LLC
23,394$1.0M0.5%ETFVery LowColorado Springs, CO2026-10-20
PFG Advisors
21,821$945.3K0.0%ETFMediumPhoenix, AZ2026-10-16
BridgePort Financial Solutions, LLC
20,003$866.5K0.2%ETFLowFairfield, IA2026-11-02
RFG Advisory, LLC
19,866$860.6K0.0%ETFMediumBirmingham, AL2026-11-03
Meadow Creek Wealth Advisors LLC
18,562$804.1K0.5%CoreLowAtlanta, GA2026-11-02
Alchemi Wealth, LLC
17,435$755.3K0.3%CoreLowEssex, CT2026-11-04
HBW Advisory Services LLC
17,024$737.5K0.1%ETFMediumSimi Valley, CA2026-10-15
Calamos Wealth Management LLC
16,707$723.7K0.0%GrowthMediumNaperville, IL2026-11-02
Valeo Financial Advisors, LLC
16,644$721.0K0.0%ETFLowCarmel, IN2026-10-08
Mission Wealth Management, LP
16,224$702.8K0.0%ETFLowSanta Barbara, CA2026-10-15
HB Wealth Management, LLC
16,015$693.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Financial Perspectives, Inc
15,760$682.7K0.2%GrowthVery LowMinneapolis, MN2026-11-03
Geneva Partners, LLC
14,426$624.9K0.2%MomentumHighLake Geneva, WI2026-10-26
Clarity Asset Management, Inc.
13,452$582.7K0.3%ETFHighAmes, IA2026-10-14
Harbor Asset Planning, Inc.
13,007$563.5K0.4%ETFVery LowBelmont, MA2026-10-23
Brighton Jones LLC
12,293$532.5K0.0%CoreVery LowSeattle, WA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
12,136$525.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Hudock, Inc.
11,860$513.8K0.1%ETFLowWilliamsport, PA2026-10-14
Smith Shellnut Wilson LLC
11,515$498.8K0.2%CoreVery LowRidgeland, MS2026-10-21
Apella Capital, LLC
11,345$500.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Lighthouse Financial LLC
9,950$431.0K0.2%Agg GrowthLowLargo, FL2026-10-23
Farther Finance Advisors, LLC
9,586$415.3K0.0%IndexLowSan Francisco, CA2026-10-08
BIP Wealth, LLC
9,271$401.6K0.0%ETFMediumAtlanta, GA2026-10-22
Spire Wealth Management
8,846$383.2K0.0%GrowthMediumMclean, VA2026-10-30
Sigma Planning Corp
8,713$377.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Choreo, LLC
8,433$365.3K0.0%IndexLowRockford, IL2026-10-28
Madrid Financial Services
8,000$346.6K0.2%ETFHighManhattan Beach, CA2026-11-03
Schmidt P J Investment Management Inc
7,809$338.3K0.1%GrowthVery LowCedarburg, WI2026-11-02
Aprio Wealth Management, LLC
7,727$334.7K0.0%ETFMediumAtlanta, GA2026-10-28
Wealthstar Advisors, LLC
7,549$327.0K0.1%ETFMediumPlano, TX2026-10-19
Canvas Wealth Advisors, LLC
6,929$300.9K0.0%GrowthLowShawnee, KS2026-11-02
Soltis Investment Advisors LLC
6,909$299.3K0.0%CoreMediumSt. George, UT2026-10-28
Signaturefd, LLC
6,597$285.8K0.0%IndexLowAtlanta, GA2026-10-23
Strategic Wealth Investment Group, LLC
6,540$283.3K0.0%GrowthLowLouisville, KY2026-10-29
Assetmark, Inc
6,433$278.7K0.0%ETFLowConcord, CA2026-10-21
Foundry Financial LLC
6,356$275.3K0.1%ETFMediumPasadena, CA2026-10-16
AdvisorNet Financial, Inc
6,198$270.5K0.0%ETFLowMinnetonka, MN2026-10-15
Almanack Investment Partners, Llc.
5,900$255.6K0.0%ETFMediumNewtown Square, PA2026-11-03
NWF Advisory Services Inc.
5,872$254.4K0.0%GARPLowLos Angeles, CA2026-10-19
Powerhouse Assets LLC
5,849$253.4K0.2%ETFVery LowLincoln, MA2026-10-19
Rolek Wealth Management LLC
5,834$252.7K0.1%ETFVery LowBerwyn, PA2026-10-21
Cullen T Bankers, Inc.
5,799$251.2K0.0%GrowthLowSan Antonio, TX2026-10-28
CLG LLC
5,753$249.2K0.1%ETFMediumLong Beach, CA2026-10-13
Stone Wealth Partners
5,568$241.4K0.1%ETFLowJefferson, LA2026-11-05
Traynor Capital Management, Inc.
5,525$239.4K0.0%GrowthLowMalvern, PA2026-10-29
Brookstone Capital Management
5,503$238.4K0.0%ETFMediumWheaton, IL2026-10-22
Facet Wealth, Inc.
5,473$237.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Capital Investment Advisors, LLC
5,389$233.4K0.0%CoreLowAtlanta, GA2026-10-22
Roxbury Financial LLC
5,363$232.3K0.2%CoreVery LowMount Arlington, NJ2026-10-01
Community Bank & Trust, Waco, Texas
5,356$232.0K0.1%CoreVery LowWaco, TX2026-10-19
Trust Point Inc.
5,320$230.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Financial Management Network Inc
5,296$231.4K0.0%ETFLowMission Viejo, CA2026-10-09
Golden Reserve Retirement LLC
5,152$223.2K0.0%ETFVery LowDublin, OH2026-11-02
Chicago Partners Investment Group LLC
4,884$209.9K0.0%GARPLowChicago, IL2026-10-27
ShoreHaven Wealth Partners, LLC
4,771$206.7K0.1%ETFMediumRed Bank, NJ2026-10-16
Next Level Private LLC
4,641$201.0K0.0%CoreVery LowHarrison, NY2026-10-20
Evolution Wealth Management Inc.
4,628$200.5K0.1%ETFMediumFort Myers, FL2026-10-28
Latitude Advisors, LLC
4,474$193.8K0.1%ETFLowYorkville, IL2026-10-27
Portfolio Resources Advisor Group, Inc.
3,902$169.0K0.1%ETFMediumCoral Gables, FL2026-10-20
Glass Jacobson Investment Advisors llc
3,358$145.5K0.0%ETFLowOwings Mills, MD2026-10-26
Root Financial Partners, LLC
3,258$141.1K0.0%ETFMediumEncinitas, CA2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
3,000$130.0K0.2%GrowthMediumIndianapolis, IN2026-10-14
Kingdom Financial Group Llc.
2,473$107.1K0.0%ETFMediumPeoria, AZ2026-11-04
Meriwether Wealth & Planning, LLC
2,017$87.4K0.0%ETFMediumMinden, LA2026-10-13
Blue Trust, Inc.
1,871$81.1K0.0%ETFLowBrentwood, TN2026-10-15
Private Trust Co NA
1,691$73.3K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
1,618$70.1K0.0%GrowthLowTampa, FL2026-10-16
Bfsg, LLC
1,471$63.7K0.0%CoreLowIrvine, CA2026-10-30
EPG Wealth Management LLC
1,118$48.4K0.0%GrowthLowAtlanta, GA2026-11-03
EverSource Wealth Advisors, LLC
904$39.2K0.0%CoreMediumBirmingham, AL2026-11-04
Monetary Solutions, Ltd
900$39.0K0.0%ETFVery LowDayton, OH2026-10-22
Halbert Hargrove Global Advisors, LLC
897$38.9K0.0%ETFLowLong Beach, CA2026-10-16
CoreCap Advisors, LLC
859$37.2K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
711$30.8K0.0%IndexLowSan Francisco, CA2026-11-03
Archer Investment Corp
704$30.5K0.0%CoreMediumCarmel, IN2026-11-05
Allspring Global Investments Holdings, LLC
603$26.3K0.0%CoreMediumCharlotte, NC2026-11-04
Byrne Asset Management LLC
372$16.2K0.0%CoreLowKingston, NJ2026-10-06
Abound Wealth Management
344$14.9K0.0%ETFVery LowFranklin, TN2026-10-26
Armstrong Advisory Group, Inc
306$13.3K0.0%ETFHighNeedham, MA2026-10-09
Mosley Wealth Management
299$13.1K0.0%ETFHighAnaheim, CA2026-10-16
Ashton Thomas Private Wealth, LLC
263$11.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Concord Wealth Partners
256$11.1K0.0%GrowthLowAbingdon, VA2026-11-02
Key Capital Management, Inc
252$10.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Buck Wealth Strategies, LLC
208$9.0K0.0%ValueMediumDenver, CO2026-10-28
Woodard & Co Asset Management Group Inc
192$8.3K0.0%ETFMediumBermuda Run, NC2026-11-03
Golden State Wealth Management, LLC
180$7.8K0.0%ETFMediumSanta Ana, CA2026-11-02
First Bancorp, Inc
165$7.1K0.0%ValueVery LowDamariscotta, ME2026-10-26
Rachor Investment Advisory Services, LLC
152$6.6K0.0%ETFVery LowLinden, MI2026-10-29
Cape Investment Advisory, Inc.
133$5.8K0.0%ETFLowMcdonough, GA2026-10-13
High Point Wealth Management, LLC
121$5.3K0.0%ETFLowChester, NJ2026-11-05
Ascentis Wealth Management, LLC
112$4.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Westside Investment Management, Inc.
87$3.8K0.0%GrowthLowSanta Monica, CA2026-11-02
TD Waterhouse Canada Inc.
73$3.2K0.0%CoreLowToronto, Australia2026-10-16
Mainstream Capital Management LLC
36$1.6K0.0%GrowthLowLos Angeles, CA2026-10-23
Asset Dedication, LLC
24$1.0K0.0%ETFLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
21$9100.0%CoreVery LowSaint Louis, MO2026-10-27
GHP Investment Advisors, Inc.
20$8670.0%CoreVery LowDenver, CO2026-10-15
Kings Path Partners LLC
1$340.0%ETFVery LowSugar Land, TX2026-10-21
TD Private Client Wealth LLC
0$00.0%ETFLowNew York, NY2026-10-28