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Fidelity Blue Chip Grow ETF (FBCG)

CUSIP: 316092352 | NYSE | 480 institutional holders

Quarters

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

Sagespring Wealth Partners, LLC5,766,897
5.4% of portfolio›$364.5M
Commonwealth Equity Services, LLC2,713,279
0.2% of portfolio›$171.5M
GR Financial Group, LLC1,609,617
13.5% of portfolio›$101.7M
KFA Private Wealth Group, LLC1,060,308
15.8% of portfolio›$67.0M
RFG Advisory, LLC762,464
0.7% of portfolio›$48.2M
Sowa Financial Group, Inc.620,901
26.8% of portfolio›$39.2M
Cambridge Investment Research Advisors, Inc.550,234
0.2% of portfolio›$34.8M
Accredited Investor Services, LLC481,749
17.0% of portfolio›$30.5M
BG Investment Services, LLC470,357
4.4% of portfolio›$29.7M
Citigroup Inc462,189
0.0% of portfolio›$29.2M
Clarity Retirement & Wealth, LLC461,751
20.0% of portfolio›$29.2M
OpenArc Corporate Advisory, LLC448,335
0.3% of portfolio›$28.3M
Kestra Advisory Services, LLC438,674
0.1% of portfolio›$27.7M
Unique Wealth, LLC432,413
3.1% of portfolio›$27.3M
Keenan, LLC431,821
18.8% of portfolio›$27.3M
Summit Wealth Group LLC / Co428,557
1.7% of portfolio›$27.1M
Centerline Wealth Advisors, LLC418,039
8.2% of portfolio›$26.4M
Vestor Capital, LLC364,093
5.1% of portfolio›$83.2K
Copper Harbor Investment Advisors, LLC310,470
4.0% of portfolio›$19.6M
Arwa LLC294,423
6.9% of portfolio›$18.7M
CLG LLC293,703
3.9% of portfolio›$18.6M
Align Financial, LLC287,093
8.6% of portfolio›$18.1M
Wealth Enhancement Advisory Services, LLC285,975
0.0% of portfolio›$18.2M
Advantage Trust Co272,366
6.1% of portfolio›$17.2M
KWB Wealth260,788
1.4% of portfolio›$16.5M
Salus Financial Advisors, LLC219,932
6.6% of portfolio›$13.9M
Gaddis Premier Wealth Advisors LLC214,822
7.5% of portfolio›$13.6M
D.A. Davidson & Co.210,779
0.1% of portfolio›$13.3M
First Heartland Consultants, Inc.203,733
0.9% of portfolio›$12.9M
Keystone Wealth Services, LLC200,768
2.3% of portfolio›$12.7M
Redhawk Wealth Advisors, Inc.199,913
1.3% of portfolio›$12.6M
SAX Wealth Advisors, LLC188,015
0.3% of portfolio›$11.9M
MV Capital Management, Inc.183,370
1.1% of portfolio›$11.6M
Kestra Private Wealth Services, LLC158,949
0.1% of portfolio›$10.0M
Baldwin Wealth Partners LLC155,189
0.6% of portfolio›$9.8M
Dahring | Cusmano LLC152,347
4.4% of portfolio›$9.6M
Traynor Capital Management, Inc.151,092
0.4% of portfolio›$9.6M
Sigma Planning Corp149,052
0.2% of portfolio›$9.4M
Wealth Quarterback LLC140,421
2.7% of portfolio›$8.9M
Clear Creek Financial Management, LLC139,141
0.7% of portfolio›$8.8M
Bfsg, LLC131,796
0.7% of portfolio›$8.3M
New England Private Wealth Advisors LLC127,223
0.8% of portfolio›$8.0M
Sovran Advisors, LLC117,766
0.5% of portfolio›$7.1M
Dedeker Financial LLC117,629
4.2% of portfolio›$7.4M
Cyndeo Wealth Partners, LLC114,591
0.3% of portfolio›$7.2M
MN Wealth Advisors, LLC106,946
2.7% of portfolio›$6.8M
Atria Investments, Inc102,888
0.1% of portfolio›$6.5M
CRA Financial Services, LLC98,800
0.7% of portfolio›$6.2M
PKS Advisory Services, LLC96,674
1.0% of portfolio›$6.0M
M Holdings Securities, Inc.94,789
0.0% of portfolio›$5.5K
Gilbert Capital Group, Inc.92,224
4.1% of portfolio›$5.8M
IFP Advisors, Inc89,800
0.1% of portfolio›$5.7M
Sowell Financial Services LLC87,849
0.2% of portfolio›$5.6M
Holos Integrated Wealth LLC87,316
2.4% of portfolio›$5.3M
Certified Advisory Corp83,541
0.4% of portfolio›$5.3M
Creative Planning83,241
0.0% of portfolio›$5.3M
Roxbury Financial LLC81,989
4.0% of portfolio›$5.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors81,893
0.3% of portfolio›$5.2M
Fifth Third Securities, Inc.73,906
0.2% of portfolio›$4.7M
Crosspoint Financial, LLC60,178
7.5% of portfolio›$3.8M
Clearwave Capital, LLC56,554
1.9% of portfolio›$3.6M
Variant Private Wealth, LLC50,508
2.8% of portfolio›$3.2M
Wagner Wealth Management, Corp48,224
2.4% of portfolio›$3.0M
Cedar Mountain Advisors, LLC43,640
0.5% of portfolio›$2.8M
Hicks Capital Management LLC40,495
2.1% of portfolio›$2.5M
Adell Harriman & Carpenter Inc40,138
0.1% of portfolio›$2.5M
Childress Capital Advisors, LLC39,905
0.4% of portfolio›$2.5M
Curtis Advisory Group, LLC39,500
0.5% of portfolio›$2.5M
Vise Technologies, Inc.39,033
0.0% of portfolio›$2.5M
Brookstone Capital Management36,573
0.0% of portfolio›$2.3M
PUREfi Wealth, LLC36,332
1.1% of portfolio›$2.3M
Centurion Wealth Management LLC35,641
0.5% of portfolio›$2.3M
Fairvoy Private Wealth, LLC35,391
0.5% of portfolio›$2.2M
Independent Financial Group, LLC32,831
0.0% of portfolio›$2.1M
Allen Capital Group, LLC32,807
0.2% of portfolio›$2.1M
Kingdom Financial Group Llc.31,800
0.5% of portfolio›$2.0M
McGlone Suttner Wealth Management, Inc.30,681
0.2% of portfolio›$1.9M
Mirae Asset Global Investments Co., Ltd.30,565
0.0% of portfolio›$1.9M
POM Investment Strategies, LLC30,030
1.5% of portfolio›$1.9M
Meridian Wealth Management, LLC28,350
0.1% of portfolio›$1.8M
October Effect Ltd27,740
1.8% of portfolio›$1.8M
Cornerstone Planning Group LLC27,517
0.2% of portfolio›$1.8M
Traveka Wealth, LLC26,494
0.5% of portfolio›$1.7M
Hobart Private Capital, LLC26,133
0.3% of portfolio›$1.7M
High Point Wealth Management, LLC26,095
1.3% of portfolio›$1.6M
Farther Finance Advisors, LLC24,663
0.0% of portfolio›$1.6M
Worth Asset Management, LLC22,239
0.4% of portfolio›$1.4M
Forbes Financial Planning, Inc.22,006
0.8% of portfolio›$1.4M
Avaii Wealth Management, LLC21,272
0.4% of portfolio›$1.4M
First United Bank & Trust21,086
0.4% of portfolio›$1.3M
Wealth Effects LLC21,023
0.4% of portfolio›$1.3M
KOM Wealth Management Group, LLC20,758
0.7% of portfolio›$1.3M
Elevation Wealth Management LLC19,282
0.8% of portfolio›$1.2M
Tandem Capital Management Corp18,568
0.5% of portfolio›$1.2M
Sugar Maple Asset Management, LLC18,163
0.7% of portfolio›$1.1M
Dickmeyer Boyce Financial Management, Inc.17,499
0.6% of portfolio›$1.1M
Canvas Wealth Advisors, LLC16,889
0.1% of portfolio›$1.0M
Sentinel Pension Advisors, LLC16,579
0.1% of portfolio›$1.0M
Schmidt P J Investment Management Inc15,950
0.2% of portfolio›$1.0M
Investmark Advisory Group LLC14,956
0.3% of portfolio›$945.4K
Prospera Financial Services Inc14,532
0.0% of portfolio›$848.7K
CoreCap Advisors, LLC14,507
0.0% of portfolio›$917.0K
Meridian Financial Advisors, LLC13,827
0.4% of portfolio›$874.0K
Apella Capital, LLC12,579
0.0% of portfolio›$812.5K
Marathon Wealth Advisors LLC12,459
0.3% of portfolio›$787.6K
Midwest Financial Network, LLC12,280
0.5% of portfolio›$776.2K
Larson Financial Group LLC11,958
0.0% of portfolio›$755.9K
SFG Wealth Management, Llc.11,647
0.3% of portfolio›$736.2K
Concurrent Investment Advisors, LLC11,322
0.0% of portfolio›$715.7K
Elm3 Financial Group, LLC10,567
0.4% of portfolio›$667.9K
International Assets Investment Management, LLC10,531
0.0% of portfolio›$667.7K
San Luis Wealth Advisors LLC10,188
0.1% of portfolio›$644.0K
Brighton Jones LLC10,070
0.0% of portfolio›$636.5K
Koshinski Asset Management, Inc.9,497
0.0% of portfolio›$600.3K
LJI Wealth Management, LLC8,995
0.1% of portfolio›$568.6K
Wealthcare Capital Partners, LLC8,832
0.2% of portfolio›$558.3K
FSM Wealth Advisors, LLC8,402
0.1% of portfolio›$533.9K
Silver Grove Financial Group, Inc.8,298
0.2% of portfolio›$524.5K
Lido Advisors, LLC7,060
0.0% of portfolio›$446.3K
TCV Trust & Wealth Management, Inc.7,025
0.0% of portfolio›$444.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,013
0.0% of portfolio›$443.3K
Clarity Asset Management, Inc.6,786
0.2% of portfolio›$428.9K
HBW Advisory Services LLC6,573
0.0% of portfolio›$415.5K
Harbor Investment Advisory, LLC6,550
0.0% of portfolio›$414.0K
Onyx Bridge Wealth Group LLC6,477
0.0% of portfolio›$409.4K
Red Mountain Financial, LLC6,470
0.3% of portfolio›$409.0K
Asempa Wealth Advisors6,374
0.3% of portfolio›$404.1K
Wealthcare Advisory Partners LLC6,001
0.0% of portfolio›$379.3K
Fiscal Wisdom Wealth Management, LLC5,979
0.4% of portfolio›$378.0K
YHB Investment Advisors, Inc.5,785
0.0% of portfolio›$365.7K
Base Wealth Management LLC5,683
0.2% of portfolio›$359.2K
Old Mission Investment Co LLC5,673
0.1% of portfolio›$358.6K
B.O.S.S. Retirement Advisors, LLC5,268
0.1% of portfolio›$333.0K
Ballew Advisors, Inc5,064
0.2% of portfolio›$324.0K
Montz Harcus Wealth Management LLC4,907
0.1% of portfolio›$310.2K
Stonebridge Financial Group, LLC4,839
0.0% of portfolio›$305.9K
Castleview Partners, LLC4,828
0.1% of portfolio›$305.2K
Inspirion Wealth Advisors, LLC4,712
0.0% of portfolio›$297.8K
FCG Investment Co4,654
0.1% of portfolio›$294.2K
Choreo, LLC4,549
0.0% of portfolio›$287.5K
Commerce Advisors, LLC4,460
0.1% of portfolio›$281.9K
Mission Wealth Management, LP4,301
0.0% of portfolio›$271.9K
Graham Capital Wealth Management, LLC4,295
0.2% of portfolio›$271.5K
Baron Wealth Management LLC4,123
0.1% of portfolio›$260.6K
Woodard & Co Asset Management Group Inc4,116
0.0% of portfolio›$260.2K
Succession Financial, Inc.3,872
0.2% of portfolio›$244.7K
JB Capital LLC3,556
0.0% of portfolio›$224.8K
Truist Financial Corp3,461
0.0% of portfolio›$218.8K
Capital CS Group, LLC3,391
0.2% of portfolio›$214.4K
Soltis Investment Advisors LLC3,268
0.0% of portfolio›$206.6K
Latitude Advisors, LLC3,027
0.1% of portfolio›$191.4K
Provenance Wealth Advisors, LLC2,825
0.0% of portfolio›$178.6K
Harbor Asset Planning, Inc.2,730
0.1% of portfolio›$172.6K
Beacon Investment Advisory Services, Inc.2,002
0.0% of portfolio›$126.5K
Pathway Financial Advisers, LLC1,890
0.0% of portfolio›$119.5K
Capital Investment Advisory Services, LLC1,672
0.0% of portfolio›$105.7K
Armstrong Advisory Group, Inc1,609
0.0% of portfolio›$101.7K
Investors Research Corp1,601
0.0% of portfolio›$101.2K
Creative Financial Designs Inc1,441
0.0% of portfolio›$91.1K
Abound Wealth Management1,329
0.0% of portfolio›$84.0K
Raleigh Capital Management Inc.1,269
0.0% of portfolio›$80.2K
Key Capital Management, Inc1,138
0.0% of portfolio›$71.9K
Nova Financial LLC1,096
0.0% of portfolio›$69.3K
Root Financial Partners, LLC1,058
0.0% of portfolio›$66.9K
Spire Wealth Management1,020
0.0% of portfolio›$64.5K
Tounjian Advisory Partners, LLC663
0.0% of portfolio›$41.9K
MidAtlantic Capital Management, Inc.606
0.0% of portfolio›$38.3K
Montgomery Financial Services LLC604
0.0% of portfolio›$38.2K
Cape Investment Advisory, Inc.534
0.0% of portfolio›$33.8K
Key FInancial Inc431
0.0% of portfolio›$27.2K
Cassaday & Co Wealth Management LLC416
0.0% of portfolio›$26.3K
Flagship Wealth Advisors, LLC408
0.0% of portfolio›$25.8K
Evolution Wealth Management Inc.385
0.0% of portfolio›$24.3K
Lanark Financial, Inc.366
0.0% of portfolio›$23.1K
Networth Advisors, LLC241
0.0% of portfolio›$15.2K
Central Pacific Bank - Trust Division202
0.0% of portfolio›$12.8K
Westside Investment Management, Inc.200
0.0% of portfolio›$12.6K
Assetmark, Inc184
0.0% of portfolio›$11.6K
Nemes Rush Group LLC174
0.0% of portfolio›$11.0K
James T. Borello RIA115
0.0% of portfolio›$7.3K
Wilmington Savings Fund Society, FSB54
0.0% of portfolio›$3.4K
CX Institutional13
0.0% of portfolio›$1
Mather Group, Llc.1
0.0% of portfolio›$59
StyleTurnoverLocationFiled
Sagespring Wealth Partners, LLC
5,766,897$364.5M5.4%ETFLowFranklin, TN2026-10-22
Commonwealth Equity Services, LLC
2,713,279$171.5M0.2%ETFLowWaltham, MA2026-11-02
GR Financial Group, LLC
1,609,617$101.7M13.5%ETFMediumTucson, AZ2026-10-27
KFA Private Wealth Group, LLC
1,060,308$67.0M15.8%ETFLowTysons, VA2026-10-07
RFG Advisory, LLC
762,464$48.2M0.7%ETFMediumBirmingham, AL2026-11-03
Sowa Financial Group, Inc.
620,901$39.2M26.8%ETFLowLincoln, RI2026-10-26
Cambridge Investment Research Advisors, Inc.
550,234$34.8M0.2%ETFLowFairfield, IA2026-11-02
Accredited Investor Services, LLC
481,749$30.5M17.0%ETFVery LowSt. Cloud, MN2026-10-22
BG Investment Services, LLC
470,357$29.7M4.4%GrowthVery LowHagatna, GU2026-10-23
Citigroup Inc
462,189$29.2M0.0%CoreMediumNew York, NY2026-11-04
Clarity Retirement & Wealth, LLC
461,751$29.2M20.0%ETFN/ANew Bedford, MA2026-11-04
OpenArc Corporate Advisory, LLC
448,335$28.3M0.3%GrowthLowAtlanta, GA2026-10-21
Kestra Advisory Services, LLC
438,674$27.7M0.1%CoreLowAustin, TX2026-11-02
Unique Wealth, LLC
432,413$27.3M3.1%ETFMediumTampa, FL2026-10-16
Keenan, LLC
431,821$27.3M18.8%ETFLowBoston, MA2026-10-23
Summit Wealth Group LLC / Co
428,557$27.1M1.7%ETFHighColorado Springs, CO2026-10-29
Centerline Wealth Advisors, LLC
418,039$26.4M8.2%ETFHighLouisville, KY2026-10-15
Vestor Capital, LLC
364,093$83.2K5.1%ValueMediumChicago, IL2026-11-04
Copper Harbor Investment Advisors, LLC
310,470$19.6M4.0%ETFN/AAppleton, WI2026-10-16
Arwa LLC
294,423$18.7M6.9%ETFMediumFort Worth, TX2026-10-21
CLG LLC
293,703$18.6M3.9%ETFMediumLong Beach, CA2026-10-13
Align Financial, LLC
287,093$18.1M8.6%ETFVery LowHermantown, MN2026-10-16
Wealth Enhancement Advisory Services, LLC
285,975$18.2M0.0%CoreLowPlymouth, MN2026-10-13
Advantage Trust Co
272,366$17.2M6.1%ETFVery LowSalina, KS2026-10-19
KWB Wealth
260,788$16.5M1.4%ETFMediumRedlands, CA2026-10-16
Salus Financial Advisors, LLC
219,932$13.9M6.6%ETFVery LowColorado Springs, CO2026-10-20
Gaddis Premier Wealth Advisors LLC
214,822$13.6M7.5%ETFMediumDurant, OK2026-10-29
D.A. Davidson & Co.
210,779$13.3M0.1%CoreLowGreat Falls, MT2026-10-28
First Heartland Consultants, Inc.
203,733$12.9M0.9%ETFMediumLake St. Louis, MO2026-10-08
Keystone Wealth Services, LLC
200,768$12.7M2.3%ETFHighPalm Desert, CA2026-11-03
Redhawk Wealth Advisors, Inc.
199,913$12.6M1.3%ETFHighMinneapolis, MN2026-10-14
SAX Wealth Advisors, LLC
188,015$11.9M0.3%ETFVery LowParsippany, NJ2026-10-13
MV Capital Management, Inc.
183,370$11.6M1.1%ETFLowBethesda, MD2026-10-29
Kestra Private Wealth Services, LLC
158,949$10.0M0.1%GrowthLowAustin, TX2026-10-30
Baldwin Wealth Partners LLC
155,189$9.8M0.6%GrowthLowMarion, MA2026-10-13
Dahring | Cusmano LLC
152,347$9.6M4.4%ETFLowNovi, MI2026-11-03
Traynor Capital Management, Inc.
151,092$9.6M0.4%GrowthLowMalvern, PA2026-10-29
Sigma Planning Corp
149,052$9.4M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Wealth Quarterback LLC
140,421$8.9M2.7%ETFMediumToms River, NJ2026-10-20
Clear Creek Financial Management, LLC
139,141$8.8M0.7%ETFMediumSilverdale, WA2026-10-28
Bfsg, LLC
131,796$8.3M0.7%CoreLowIrvine, CA2026-10-30
New England Private Wealth Advisors LLC
127,223$8.0M0.8%ETFVery LowWellesley, MA2026-10-19
Sovran Advisors, LLC
117,766$7.1M0.5%ETFMediumSan Diego, CA2026-11-02
Dedeker Financial LLC
117,629$7.4M4.2%MomentumMediumSt. Louis Park, MN2026-10-23
Cyndeo Wealth Partners, LLC
114,591$7.2M0.3%CoreMediumSt. Petersburg, FL2026-10-16
MN Wealth Advisors, LLC
106,946$6.8M2.7%ETFMediumOverland Park, KS2026-10-23
Atria Investments, Inc
102,888$6.5M0.1%CoreMediumCharlotte, NC2026-10-15
CRA Financial Services, LLC
98,800$6.2M0.7%ETFVery LowNorthfield, NJ2026-10-16
PKS Advisory Services, LLC
96,674$6.0M1.0%ETFMediumAlbany, NY2026-10-26
M Holdings Securities, Inc.
94,789$5.5K0.0%ETFHighPortland, OR2026-11-03
Gilbert Capital Group, Inc.
92,224$5.8M4.1%ETFHighNorth Yarmouth, ME2026-10-28
IFP Advisors, Inc
89,800$5.7M0.1%GrowthLowTampa, FL2026-10-16
Sowell Financial Services LLC
87,849$5.6M0.2%CoreLowNorth Little Rock, AR2026-10-23
Holos Integrated Wealth LLC
87,316$5.3M2.4%ETFLowKennett Square, PA2026-10-23
Certified Advisory Corp
83,541$5.3M0.4%ETFLowAltamonte Springs, FL2026-10-29
Creative Planning
83,241$5.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Roxbury Financial LLC
81,989$5.2M4.0%CoreVery LowMount Arlington, NJ2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
81,893$5.2M0.3%ETFMediumWestlake, OH2026-10-14
Fifth Third Securities, Inc.
73,906$4.7M0.2%ETFLowCincinnati, OH2026-10-21
Crosspoint Financial, LLC
60,178$3.8M7.5%ValueMediumTustin, CA2026-11-03
Clearwave Capital, LLC
56,554$3.6M1.9%GrowthLowUpland, CA2026-10-27
Variant Private Wealth, LLC
50,508$3.2M2.8%GrowthLowTysons, VA2026-10-21
Wagner Wealth Management, Corp
48,224$3.0M2.4%ETFHighConyngham, PA2026-10-20
Cedar Mountain Advisors, LLC
43,640$2.8M0.5%ETFVery LowLake Oswego, OR2026-10-15
Hicks Capital Management LLC
40,495$2.5M2.1%ETFVery LowColumbus, OH2026-10-20
Adell Harriman & Carpenter Inc
40,138$2.5M0.1%GrowthVery LowHouston, TX2026-11-02
Childress Capital Advisors, LLC
39,905$2.5M0.4%GARPMediumHouston, TX2026-10-28
Curtis Advisory Group, LLC
39,500$2.5M0.5%ETFLowSanta Barbara, CA2026-10-28
Vise Technologies, Inc.
39,033$2.5M0.0%IndexLowNew York, NY2026-10-29
Brookstone Capital Management
36,573$2.3M0.0%ETFMediumWheaton, IL2026-10-22
PUREfi Wealth, LLC
36,332$2.3M1.1%GrowthMediumBoston, MA2026-10-19
Centurion Wealth Management LLC
35,641$2.3M0.5%ETFMediumMclean, VA2026-10-13
Fairvoy Private Wealth, LLC
35,391$2.2M0.5%GrowthMediumBirmingham, AL2026-10-19
Independent Financial Group, LLC
32,831$2.1M0.0%GrowthLowSan Diego, CA2026-10-13
Allen Capital Group, LLC
32,807$2.1M0.2%CoreLowGrand Island, NE2026-10-27
Kingdom Financial Group Llc.
31,800$2.0M0.5%ETFMediumPeoria, AZ2026-11-04
McGlone Suttner Wealth Management, Inc.
30,681$1.9M0.2%ETFVery LowAppleton, WI2026-10-13
Mirae Asset Global Investments Co., Ltd.
30,565$1.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
POM Investment Strategies, LLC
30,030$1.9M1.5%ETFVery HighRaleigh, NC2026-10-20
Meridian Wealth Management, LLC
28,350$1.8M0.1%GrowthLowLexington, KY2026-11-05
October Effect Ltd
27,740$1.8M1.8%GrowthHighVirginia Beach, VA2026-10-20
Cornerstone Planning Group LLC
27,517$1.8M0.2%ETFMediumFairfield, NJ2026-10-16
Traveka Wealth, LLC
26,494$1.7M0.5%ETFLowLos Altos, CA2026-10-19
Hobart Private Capital, LLC
26,133$1.7M0.3%ETFMediumCharlotte, NC2026-10-19
High Point Wealth Management, LLC
26,095$1.6M1.3%ETFLowChester, NJ2026-11-05
Farther Finance Advisors, LLC
24,663$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Worth Asset Management, LLC
22,239$1.4M0.4%ETFHighDallas, TX2026-10-07
Forbes Financial Planning, Inc.
22,006$1.4M0.8%ETFLowEast Greenwich, RI2026-10-23
Avaii Wealth Management, LLC
21,272$1.4M0.4%ETFMediumAppleton, WI2026-10-09
First United Bank & Trust
21,086$1.3M0.4%CoreLowOakland, MD2026-10-22
Wealth Effects LLC
21,023$1.3M0.4%GrowthLowBoston, MA2026-10-23
KOM Wealth Management Group, LLC
20,758$1.3M0.7%ETFLowAppleton, WI2026-10-15
Elevation Wealth Management LLC
19,282$1.2M0.8%Agg GrowthLowEden Prairie, MN2026-11-02
Tandem Capital Management Corp
18,568$1.2M0.5%CoreLowWoodcliff Lake, NJ2026-10-22
Sugar Maple Asset Management, LLC
18,163$1.1M0.7%ETFMediumSister Bay, WI2026-10-13
Dickmeyer Boyce Financial Management, Inc.
17,499$1.1M0.6%CoreVery LowFort Wayne, IN2026-10-08
Canvas Wealth Advisors, LLC
16,889$1.0M0.1%GrowthLowShawnee, KS2026-11-02
Sentinel Pension Advisors, LLC
16,579$1.0M0.1%ETFLowWakefield, MA2026-11-02
Schmidt P J Investment Management Inc
15,950$1.0M0.2%GrowthVery LowCedarburg, WI2026-11-02
Investmark Advisory Group LLC
14,956$945.4K0.3%ETFVery LowShelton, CT2026-10-27
Prospera Financial Services Inc
14,532$848.7K0.0%CoreMediumDallas, TX2026-11-04
CoreCap Advisors, LLC
14,507$917.0K0.0%ETFMediumSouthfield, MI2026-10-08
Meridian Financial Advisors, LLC
13,827$874.0K0.4%ETFVery LowHolliston, MA2026-10-14
Apella Capital, LLC
12,579$812.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Marathon Wealth Advisors LLC
12,459$787.6K0.3%GrowthVery LowBoston, MA2026-11-04
Midwest Financial Network, LLC
12,280$776.2K0.5%ETFHighTinley Park, IL2026-10-13
Larson Financial Group LLC
11,958$755.9K0.0%GrowthLowSt Louis, MO2026-11-05
SFG Wealth Management, Llc.
11,647$736.2K0.3%ETFMediumTowson, MD2026-10-23
Concurrent Investment Advisors, LLC
11,322$715.7K0.0%GrowthMediumTampa, FL2026-10-16
Elm3 Financial Group, LLC
10,567$667.9K0.4%GrowthMediumAlpharetta, GA2026-10-07
International Assets Investment Management, LLC
10,531$667.7K0.0%CoreVery HighOrlando, FL2026-11-02
San Luis Wealth Advisors LLC
10,188$644.0K0.1%CoreMediumSan Luis Obispo, CA2026-10-27
Brighton Jones LLC
10,070$636.5K0.0%CoreVery LowSeattle, WA2026-11-03
Koshinski Asset Management, Inc.
9,497$600.3K0.0%ETFLowDecatur, IL2026-10-29
LJI Wealth Management, LLC
8,995$568.6K0.1%ETFLowIndianapolis, IN2026-10-28
Wealthcare Capital Partners, LLC
8,832$558.3K0.2%ETFLowWest Chester, PA2026-10-21
FSM Wealth Advisors, LLC
8,402$533.9K0.1%ETFLowCleveland, OH2026-10-27
Silver Grove Financial Group, Inc.
8,298$524.5K0.2%CoreMediumOrchard Park, NY2026-11-05
Lido Advisors, LLC
7,060$446.3K0.0%GrowthLowLos Angeles, CA2026-11-04
TCV Trust & Wealth Management, Inc.
7,025$444.0K0.0%CoreVery LowRichmond, VA2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,013$443.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Clarity Asset Management, Inc.
6,786$428.9K0.2%ETFHighAmes, IA2026-10-14
HBW Advisory Services LLC
6,573$415.5K0.0%ETFMediumSimi Valley, CA2026-10-15
Harbor Investment Advisory, LLC
6,550$414.0K0.0%GrowthLowLutherville, MD2026-10-13
Onyx Bridge Wealth Group LLC
6,477$409.4K0.0%ETFMediumTarrytown, NY2026-10-16
Red Mountain Financial, LLC
6,470$409.0K0.3%ETFLowFort Collins, CO2026-11-03
Asempa Wealth Advisors
6,374$404.1K0.3%ETFLowBaton Rouge, LA2026-10-07
Wealthcare Advisory Partners LLC
6,001$379.3K0.0%ETFLowWest Chester, PA2026-10-21
Fiscal Wisdom Wealth Management, LLC
5,979$378.0K0.4%ETFMediumCanton, CT2026-10-16
YHB Investment Advisors, Inc.
5,785$365.7K0.0%GrowthLowWest Hartford, CT2026-10-08
Base Wealth Management LLC
5,683$359.2K0.2%ETFMediumLakewood Ranch, FL2026-10-21
Old Mission Investment Co LLC
5,673$358.6K0.1%ETFLowTraverse City, MI2026-10-22
B.O.S.S. Retirement Advisors, LLC
5,268$333.0K0.1%ETFMediumLehi, UT2026-10-26
Ballew Advisors, Inc
5,064$324.0K0.2%ETFLowJackson, MS2026-10-05
Montz Harcus Wealth Management LLC
4,907$310.2K0.1%ETFVery LowNew Orleans, LA2026-10-09
Stonebridge Financial Group, LLC
4,839$305.9K0.0%ETFMediumWormleysburg, PA2026-10-01
Castleview Partners, LLC
4,828$305.2K0.1%CoreMediumDallas, TX2026-10-09
Inspirion Wealth Advisors, LLC
4,712$297.8K0.0%ETFMediumLibertyville, IL2026-10-09
FCG Investment Co
4,654$294.2K0.1%GrowthHighGermantown, TN2026-10-13
Choreo, LLC
4,549$287.5K0.0%IndexLowRockford, IL2026-10-28
Commerce Advisors, LLC
4,460$281.9K0.1%ETFLowMemphis, TN2026-10-19
Mission Wealth Management, LP
4,301$271.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Graham Capital Wealth Management, LLC
4,295$271.5K0.2%YieldHighWashington, DC2026-10-26
Baron Wealth Management LLC
4,123$260.6K0.1%CoreLowTroy, MI2026-10-27
Woodard & Co Asset Management Group Inc
4,116$260.2K0.0%ETFMediumBermuda Run, NC2026-11-03
Succession Financial, Inc.
3,872$244.7K0.2%ETFN/AMckinney, TX2026-10-14
JB Capital LLC
3,556$224.8K0.0%ETFMediumWethersfield, CT2026-10-19
Truist Financial Corp
3,461$218.8K0.0%CoreLowCharlotte, NC2026-10-30
Capital CS Group, LLC
3,391$214.4K0.2%YieldMediumIrvine, CA2026-10-29
Soltis Investment Advisors LLC
3,268$206.6K0.0%CoreMediumSt. George, UT2026-10-28
Latitude Advisors, LLC
3,027$191.4K0.1%ETFLowYorkville, IL2026-10-27
Provenance Wealth Advisors, LLC
2,825$178.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Harbor Asset Planning, Inc.
2,730$172.6K0.1%ETFVery LowBelmont, MA2026-10-23
Beacon Investment Advisory Services, Inc.
2,002$126.5K0.0%GrowthLowMorristown, NJ2026-10-13
Pathway Financial Advisers, LLC
1,890$119.5K0.0%CoreLowAuburn, IN2026-10-27
Capital Investment Advisory Services, LLC
1,672$105.7K0.0%CoreMediumRaleigh, NC2026-10-30
Armstrong Advisory Group, Inc
1,609$101.7K0.0%ETFHighNeedham, MA2026-10-09
Investors Research Corp
1,601$101.2K0.0%ETFLowAtlanta, GA2026-10-07
Creative Financial Designs Inc
1,441$91.1K0.0%ETFMediumKokomo, IN2026-11-04
Abound Wealth Management
1,329$84.0K0.0%ETFVery LowFranklin, TN2026-10-26
Raleigh Capital Management Inc.
1,269$80.2K0.0%CoreMediumCary, NC2026-10-28
Key Capital Management, Inc
1,138$71.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Nova Financial LLC
1,096$69.3K0.0%N/AN/ATucson, AZ2026-11-04
Root Financial Partners, LLC
1,058$66.9K0.0%ETFMediumEncinitas, CA2026-10-21
Spire Wealth Management
1,020$64.5K0.0%GrowthMediumMclean, VA2026-10-30
Tounjian Advisory Partners, LLC
663$41.9K0.0%GrowthHighFort Myers, FL2026-11-04
MidAtlantic Capital Management, Inc.
606$38.3K0.0%ETFVery LowRichmond, VA2026-11-05
Montgomery Financial Services LLC
604$38.2K0.0%ETFN/AOcean City, MD2026-11-03
Cape Investment Advisory, Inc.
534$33.8K0.0%ETFLowMcdonough, GA2026-10-13
Key FInancial Inc
431$27.2K0.0%ETFLowWest Chester, PA2026-11-02
Cassaday & Co Wealth Management LLC
416$26.3K0.0%ETFVery LowMclean, VA2026-10-27
Flagship Wealth Advisors, LLC
408$25.8K0.0%ETFLowWakefield, MA2026-11-03
Evolution Wealth Management Inc.
385$24.3K0.0%ETFMediumFort Myers, FL2026-10-28
Lanark Financial, Inc.
366$23.1K0.0%CoreMediumBirmingham, AL2026-10-26
Networth Advisors, LLC
241$15.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Central Pacific Bank - Trust Division
202$12.8K0.0%CoreMediumHonolulu, HI2026-10-06
Westside Investment Management, Inc.
200$12.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Assetmark, Inc
184$11.6K0.0%ETFLowConcord, CA2026-10-21
Nemes Rush Group LLC
174$11.0K0.0%CoreVery LowNovi, MI2026-11-04
James T. Borello RIA
115$7.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Wilmington Savings Fund Society, FSB
54$3.4K0.0%CoreLowWilmington, DE2026-10-23
CX Institutional
13$10.0%CoreMediumAuburn, IN2026-10-02
Mather Group, Llc.
1$590.0%ETFMediumChicago, IL2026-10-14