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Fidelity Msci Health Care (FHLC)

CUSIP: 316092600 | NYSE | 958 institutional holders

Quarters

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

Lido Advisors, LLC2,060,776
0.4% of portfolio›$168.4M
AGF Management LTD758,733
0.3% of portfolio›$62.0M
Weatherly Asset Management L. P.325,277
1.9% of portfolio›$26.6M
Kestra Advisory Services, LLC294,148
0.1% of portfolio›$24.0M
Investors Research Corp203,231
2.9% of portfolio›$16.6M
Buttonwood Financial Advisors Inc.195,424
4.8% of portfolio›$16.0M
Marotta Asset Management189,752
2.6% of portfolio›$15.5M
Commonwealth Equity Services, LLC185,730
0.0% of portfolio›$15.2M
Gimbal Financial182,078
8.6% of portfolio›$14.9M
Assetmark, Inc178,598
0.0% of portfolio›$14.6M
Fischer Financial Services, Inc.174,539
3.5% of portfolio›$14.3M
Altfest L J & Co Inc174,263
1.4% of portfolio›$14.2M
Aprio Wealth Management, LLC172,097
0.6% of portfolio›$14.1M
Apollon Wealth Management, LLC158,177
0.1% of portfolio›$12.9M
Bank of New York Mellon Corp140,762
0.0% of portfolio›$11.5M
Strengthening Families & Communities, LLC123,633
2.2% of portfolio›$10.1M
Heirloom Wealth Management117,912
1.3% of portfolio›$9.6M
Cambridge Investment Research Advisors, Inc.114,443
0.1% of portfolio›$9.4M
Yoder Wealth Management, Inc.98,220
3.0% of portfolio›$8.0M
Citigroup Inc96,006
0.0% of portfolio›$7.8M
Larson Financial Group LLC95,197
0.2% of portfolio›$7.8M
Traynor Capital Management, Inc.74,568
0.3% of portfolio›$6.1M
Financial Partners Group, Inc73,570
0.6% of portfolio›$6.0M
Maltin Wealth Management, Inc.62,018
1.6% of portfolio›$5.1M
Barry Investment Advisors, LLC53,070
0.8% of portfolio›$4.3M
McGlone Suttner Wealth Management, Inc.49,678
0.5% of portfolio›$4.1M
Creative Planning43,184
0.0% of portfolio›$3.5M
Smith Salley Wealth Management43,139
0.1% of portfolio›$3.5M
Kestra Private Wealth Services, LLC41,726
0.0% of portfolio›$3.4M
Lynch & Associates41,245
0.5% of portfolio›$3.4M
Park Avenue Securities LLC41,146
0.1% of portfolio›$3.4M
Absolute Capital Management, LLC37,312
0.7% of portfolio›$3.0M
RFG Advisory, LLC35,096
0.0% of portfolio›$2.9M
Heck Capital Advisors, LLC34,654
0.2% of portfolio›$2.8M
Sigma Planning Corp33,894
0.1% of portfolio›$2.8M
Signal Advisors Wealth, LLC32,717
0.1% of portfolio›$2.7M
Meridian Wealth Management, LLC30,086
0.1% of portfolio›$2.5M
Armor Investment Advisors, LLC29,519
0.8% of portfolio›$2.4M
CX Institutional28,588
0.1% of portfolio›$2.3K
Aspetuck Financial Management LLC28,525
1.5% of portfolio›$2.3M
Rockland Trust Co28,319
0.1% of portfolio›$2.3M
KDK Private Wealth Management, LLC25,923
1.7% of portfolio›$2.1M
Roxbury Financial LLC24,470
1.5% of portfolio›$2.0M
Beaumont Financial Advisors, LLC24,122
0.1% of portfolio›$2.0M
Fifth Third Securities, Inc.22,632
0.1% of portfolio›$1.8M
IFP Advisors, Inc21,717
0.0% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC21,549
0.0% of portfolio›$1.7M
Atlas Brown,Inc.19,368
0.4% of portfolio›$1.6M
Atria Investments, Inc18,313
0.0% of portfolio›$1.5M
American National Bank & Trust17,824
0.1% of portfolio›$1.5M
Cullen T Bankers, Inc.17,685
0.0% of portfolio›$1.4M
High Point Wealth Management, LLC14,086
0.9% of portfolio›$1.2M
Partners Wealth Management, LLC13,985
0.1% of portfolio›$1.1M
Truist Financial Corp13,804
0.0% of portfolio›$1.1M
Elm3 Financial Group, LLC13,476
0.7% of portfolio›$1.1M
Certified Advisory Corp13,417
0.1% of portfolio›$1.1M
Wealthstar Advisors, LLC12,984
0.3% of portfolio›$1.1M
Crumly & Associates Inc.12,781
0.2% of portfolio›$1.0M
Retirement Planning Group, LLC12,445
0.0% of portfolio›$1.0M
Centerline Wealth Advisors, LLC12,334
0.3% of portfolio›$1.0M
Robertson Stephens Wealth Management, LLC11,944
0.0% of portfolio›$975.8K
Mosley Wealth Management11,818
0.3% of portfolio›$1.0M
Blue Jean Financial LLC11,145
0.6% of portfolio›$910.5K
Integrated Advisors Network LLC10,986
0.0% of portfolio›$897.6K
Smith Shellnut Wilson LLC10,815
0.3% of portfolio›$883.6K
Farther Finance Advisors, LLC10,729
0.0% of portfolio›$876.5K
Tandem Capital Management Corp10,592
0.4% of portfolio›$865.4K
Glass Jacobson Investment Advisors llc10,462
0.3% of portfolio›$854.8K
Pathway Financial Advisers, LLC10,425
0.2% of portfolio›$851.7K
Simplicity Wealth,LLC10,283
0.0% of portfolio›$840.1K
Mission Wealth Management, LP10,007
0.0% of portfolio›$817.5K
Independence Financial Advisors, LLC9,949
0.2% of portfolio›$812.8K
Stonebridge Financial Group, LLC9,392
0.1% of portfolio›$767.4K
Independent Financial Group, LLC9,347
0.0% of portfolio›$763.7K
Southern Capital Advisors, LLC9,163
0.3% of portfolio›$748.6K
Elevation Wealth Management LLC9,043
0.5% of portfolio›$738.9K
Xcel Wealth Management, LLC8,914
0.2% of portfolio›$728.3K
VCI Wealth Management LLC8,826
0.2% of portfolio›$721.1K
Chicago Partners Investment Group LLC8,694
0.0% of portfolio›$747.6K
Concurrent Investment Advisors, LLC8,532
0.0% of portfolio›$697.1K
Bayshore Capital Advisors, LLC7,997
0.3% of portfolio›$653.4K
Legacy Financial Strategies, LLC7,861
0.1% of portfolio›$642.3K
Schmidt P J Investment Management Inc7,474
0.1% of portfolio›$610.6K
LexAurum Advisors, LLC7,458
0.1% of portfolio›$609.3K
Spire Wealth Management7,399
0.0% of portfolio›$604.5K
Roman Butler Fullerton & Co7,364
0.1% of portfolio›$620.5K
Monte Financial Group, LLC7,209
0.2% of portfolio›$589.0K
Signature Wealth Management Partners, LLC7,123
0.2% of portfolio›$581.9K
Smith Chas P & Associates PA Cpas7,014
0.0% of portfolio›$593.0K
Mcrae Capital Management Inc6,764
0.1% of portfolio›$552.6K
Centennial Wealth Advisory LLC6,703
0.1% of portfolio›$549.5K
Vicus Capital6,631
0.0% of portfolio›$541.7K
HRC Wealth Management, LLC6,531
0.2% of portfolio›$533.6K
Traphagen Investment Advisors LLC6,077
0.0% of portfolio›$496.5K
Demars Financial Group, LLC5,982
0.1% of portfolio›$488.8K
CDM Financial Counseling Services, Inc.5,919
0.4% of portfolio›$483.6K
Soltis Investment Advisors LLC5,900
0.0% of portfolio›$482.0K
Pension & Wealth Management Advisors, Inc.5,798
0.1% of portfolio›$473.8K
Define Financial, LLC5,697
0.2% of portfolio›$465.5K
Swmg, LLC5,624
0.1% of portfolio›$489.0K
PUREfi Wealth, LLC5,599
0.2% of portfolio›$457.4K
Avior Wealth Management, LLC5,571
0.0% of portfolio›$455.1K
Mascoma Wealth Management LLC5,437
0.1% of portfolio›$444.2K
LifeSteps Financial, Inc.5,390
0.2% of portfolio›$440.4K
Richard C. Young & Co., Ltd.5,368
0.0% of portfolio›$438.6K
Ipsen Advisor Group LLC5,234
0.3% of portfolio›$427.6K
Modera Wealth Management, LLC5,165
0.0% of portfolio›$422.0K
Partnership Wealth Management, LLC5,094
0.3% of portfolio›$416.2K
Lanark Financial, Inc.5,058
0.0% of portfolio›$413.2K
HB Wealth Management, LLC5,052
0.0% of portfolio›$412.7K
Wedbush Securities Inc4,808
0.0% of portfolio›$393.0K
Founders Financial Securities LLC4,757
0.0% of portfolio›$388.7K
Valley Brook Capital Group, Inc.4,672
0.2% of portfolio›$381.7K
PFG Advisors4,657
0.0% of portfolio›$380.5K
Good Harbor Advisors, Inc.4,538
0.3% of portfolio›$370.8K
Calamos Wealth Management LLC4,486
0.0% of portfolio›$366.5K
Boyer Financial Services, Inc.4,430
0.3% of portfolio›$361.9K
Eagle Capital Management, LLC4,370
0.4% of portfolio›$357.0K
LongView Wealth Management4,300
0.1% of portfolio›$351.3K
StoneX Group Inc.4,142
0.0% of portfolio›$338.4K
Brookstone Capital Management4,061
0.0% of portfolio›$331.8K
Wilkins Miller Wealth Management, LLC4,041
0.2% of portfolio›$330.2K
Redwood Financial Network Corp3,903
0.2% of portfolio›$318.9K
Apex Wealth Management, LLC3,650
0.2% of portfolio›$298.2K
Buska Wealth Management, LLC3,584
0.1% of portfolio›$292.8K
Sowell Financial Services LLC3,561
0.0% of portfolio›$291.0K
KW Wealth Management LLC3,511
0.2% of portfolio›$286.8K
Mesirow Financial Investment Management, Inc.3,333
0.0% of portfolio›$272.3K
Brighton Jones LLC3,248
0.0% of portfolio›$265.4K
Sweeney & Michel, LLC3,230
0.1% of portfolio›$263.9K
D'Orazio & Associates, Inc.3,176
0.0% of portfolio›$259.4K
Commonwealth Financial Services, LLC3,156
0.0% of portfolio›$257.8K
Sovran Advisors, LLC3,102
0.0% of portfolio›$274.1K
PKS Advisory Services, LLC3,102
0.0% of portfolio›$239.6K
Cornell Pochily Investment Advisors, Inc.3,069
0.1% of portfolio›$250.7K
BIP Wealth, LLC3,031
0.0% of portfolio›$247.6K
Eley Financial Management, Inc2,699
0.1% of portfolio›$220.5K
KCM Investment Advisors LLC2,682
0.0% of portfolio›$219.1K
Wesbanco Bank Inc2,606
0.0% of portfolio›$212.9K
Cherry Tree Wealth Management, LLC2,484
0.0% of portfolio›$202.9K
Ellis Investment Partners, LLC2,470
0.0% of portfolio›$201.9K
Piscataqua Savings Bank2,339
0.1% of portfolio›$191.1K
Rosenberg Matthew Hamilton2,208
0.0% of portfolio›$180.4K
Financial Perspectives, Inc2,008
0.0% of portfolio›$164.0K
Signaturefd, LLC2,000
0.0% of portfolio›$163.4K
Montag A & Associates Inc1,925
0.0% of portfolio›$157.3K
Latitude Advisors, LLC1,520
0.0% of portfolio›$124.2K
Pinnacle Wealth Planning Services, Inc.1,481
0.0% of portfolio›$121.0K
Golden State Wealth Management, LLC1,392
0.0% of portfolio›$113.7K
CoreCap Advisors, LLC1,311
0.0% of portfolio›$107.1K
Sage Mountain Advisors LLC1,293
0.0% of portfolio›$105.6K
Private Trust Co NA1,113
0.0% of portfolio›$90.9K
Buck Wealth Strategies, LLC1,027
0.0% of portfolio›$83.9K
Creative Financial Designs Inc983
0.0% of portfolio›$80.3K
Parallel Advisors, LLC976
0.0% of portfolio›$79.7K
Allspring Global Investments Holdings, LLC937
0.0% of portfolio›$75.5K
Elevated Capital Advisors, LLC923
0.0% of portfolio›$75.4K
Friedenthal Financial855
0.0% of portfolio›$69.9K
Holos Integrated Wealth LLC848
0.0% of portfolio›$71.4K
Hanson & Doremus Investment Management711
0.0% of portfolio›$58.0K
First Community Trust NA637
0.0% of portfolio›$52.0K
Arlington Trust Co LLC600
0.0% of portfolio›$49.0K
Mather Group, Llc.600
0.0% of portfolio›$49.0K
Harbor Asset Planning, Inc.523
0.0% of portfolio›$42.7K
Advocate Investing Services LLC500
0.0% of portfolio›$40.9K
Gables Capital Management Inc.465
0.0% of portfolio›$38.0K
GHP Investment Advisors, Inc.451
0.0% of portfolio›$36.9K
Asset Planning,Inc406
0.0% of portfolio›$33.2K
Rossby Financial, LCC380
0.0% of portfolio›$31.0K
Signature Equity Partners, LLC375
0.0% of portfolio›$30.6K
Tompkins Financial Corp330
0.0% of portfolio›$27.0K
Center for Financial Planning, Inc.300
0.0% of portfolio›$24.5K
Nfsg Corp287
0.0% of portfolio›$23.4K
Asset Dedication, LLC275
0.0% of portfolio›$22.5K
Cassaday & Co Wealth Management LLC243
0.0% of portfolio›$19.9K
Downshift Financial, LLC241
0.0% of portfolio›$19.7K
Cape Investment Advisory, Inc.227
0.0% of portfolio›$18.5K
EverSource Wealth Advisors, LLC225
0.0% of portfolio›$18.4K
Capital Investment Advisory Services, LLC220
0.0% of portfolio›$18.0K
Blue Trust, Inc.205
0.0% of portfolio›$16.8K
EPG Wealth Management LLC203
0.0% of portfolio›$16.6K
Silver Grove Financial Group, Inc.193
0.0% of portfolio›$15.8K
Signature Resources Capital Management, LLC187
0.0% of portfolio›$15.3K
Caldwell Trust Co161
0.0% of portfolio›$13.2K
Security National Bank154
0.0% of portfolio›$12.6K
Quest 10 Wealth Builders, Inc.144
0.0% of portfolio›$11.8K
Root Financial Partners, LLC143
0.0% of portfolio›$11.7K
Triumph Capital Management140
0.0% of portfolio›$11.4K
Decker Retirement Planning Inc.138
0.0% of portfolio›$11.3K
Pillar Financial Advisors, LLC128
0.0% of portfolio›$10.5K
Key Capital Management, Inc121
0.0% of portfolio›$9.9K
Valley National Advisers Inc111
0.0% of portfolio›$9.1K
Abound Wealth Management108
0.0% of portfolio›$8.8K
Hoey Investments, Inc107
0.0% of portfolio›$8.7K
Compass Financial Management LLC106
0.0% of portfolio›$8.7K
TD Waterhouse Canada Inc.100
0.0% of portfolio›$8.1K
Hickory Point Bank & Trust89
0.0% of portfolio›$7.3K
Brown, Lisle Ings, Inc.82
0.0% of portfolio›$6.7K
Nvest Wealth Strategies, Inc.66
0.0% of portfolio›$5.4K
Ashton Thomas Private Wealth, LLC61
0.0% of portfolio›$5.0K
Physician Wealth Advisors, Inc.61
0.0% of portfolio›$5.0K
Main Street Group, LTD60
0.0% of portfolio›$4.9K
Tounjian Advisory Partners, LLC60
0.0% of portfolio›$4.9K
JFS Wealth Advisors, LLC57
0.0% of portfolio›$4.7K
Provenance Wealth Advisors, LLC51
0.0% of portfolio›$4.2K
Wolff Wiese Magana LLC49
0.0% of portfolio›$4.0K
Lloyd Advisory Services, Llc.32
0.0% of portfolio›$2.6K
Birchbrook, Inc.26
0.0% of portfolio›$2.1K
Kingdom Financial Group Llc.21
0.0% of portfolio›$1.7K
Evermay Wealth Management LLC17
0.0% of portfolio›$1.4K
Rydar Equities, Inc.17
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC10
0.0% of portfolio›$884
AlphaCore Capital LLC3
0.0% of portfolio›$245
Halbert Hargrove Global Advisors, LLC1
0.0% of portfolio›$43
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$767.8K
StyleTurnoverLocationFiled
Lido Advisors, LLC
2,060,776$168.4M0.4%GrowthLowLos Angeles, CA2026-11-04
AGF Management LTD
758,733$62.0M0.3%GrowthHighToronto, Australia2026-11-03
Weatherly Asset Management L. P.
325,277$26.6M1.9%GrowthVery LowDel Mar, CA2026-10-20
Kestra Advisory Services, LLC
294,148$24.0M0.1%CoreLowAustin, TX2026-11-02
Investors Research Corp
203,231$16.6M2.9%ETFLowAtlanta, GA2026-10-07
Buttonwood Financial Advisors Inc.
195,424$16.0M4.8%GARPLowBaltimore, MD2026-10-13
Marotta Asset Management
189,752$15.5M2.6%ETFLowCharlottesville, VA2026-10-02
Commonwealth Equity Services, LLC
185,730$15.2M0.0%ETFLowWaltham, MA2026-11-02
Gimbal Financial
182,078$14.9M8.6%ETFN/ACarmel, IN2026-10-19
Assetmark, Inc
178,598$14.6M0.0%ETFLowConcord, CA2026-10-21
Fischer Financial Services, Inc.
174,539$14.3M3.5%GrowthVery LowHarrisburg, PA2026-10-30
Altfest L J & Co Inc
174,263$14.2M1.4%ETFHighNew York, NY2026-10-27
Aprio Wealth Management, LLC
172,097$14.1M0.6%ETFMediumAtlanta, GA2026-10-28
Apollon Wealth Management, LLC
158,177$12.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
Bank of New York Mellon Corp
140,762$11.5M0.0%CoreLowNew York, NY2026-11-05
Strengthening Families & Communities, LLC
123,633$10.1M2.2%CoreMediumBoston, MA2026-10-21
Heirloom Wealth Management
117,912$9.6M1.3%GrowthMediumGreenwood Village, CO2026-10-14
Cambridge Investment Research Advisors, Inc.
114,443$9.4M0.1%ETFLowFairfield, IA2026-11-02
Yoder Wealth Management, Inc.
98,220$8.0M3.0%ETFLowWalnut Creek, CA2026-10-13
Citigroup Inc
96,006$7.8M0.0%CoreMediumNew York, NY2026-11-04
Larson Financial Group LLC
95,197$7.8M0.2%GrowthLowSt Louis, MO2026-11-05
Traynor Capital Management, Inc.
74,568$6.1M0.3%GrowthLowMalvern, PA2026-10-29
Financial Partners Group, Inc
73,570$6.0M0.6%ETFLowOverland Park, KS2026-10-19
Maltin Wealth Management, Inc.
62,018$5.1M1.6%ETFMediumRidgewood, NJ2026-10-13
Barry Investment Advisors, LLC
53,070$4.3M0.8%ETFLowNew Bedford, MA2026-10-14
McGlone Suttner Wealth Management, Inc.
49,678$4.1M0.5%ETFVery LowAppleton, WI2026-10-13
Creative Planning
43,184$3.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Smith Salley Wealth Management
43,139$3.5M0.1%GrowthLowGreensboro, NC2026-11-03
Kestra Private Wealth Services, LLC
41,726$3.4M0.0%GrowthLowAustin, TX2026-10-30
Lynch & Associates
41,245$3.4M0.5%CoreVery LowEvansville, IN2026-10-13
Park Avenue Securities LLC
41,146$3.4M0.1%ETFMediumNew York, NY2026-10-26
Absolute Capital Management, LLC
37,312$3.0M0.7%ETFMediumPittsburgh, PA2026-10-16
RFG Advisory, LLC
35,096$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
Heck Capital Advisors, LLC
34,654$2.8M0.2%ETFMediumRhinelander, WI2026-10-14
Sigma Planning Corp
33,894$2.8M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Signal Advisors Wealth, LLC
32,717$2.7M0.1%ETFLowDetroit, MI2026-10-13
Meridian Wealth Management, LLC
30,086$2.5M0.1%GrowthLowLexington, KY2026-11-05
Armor Investment Advisors, LLC
29,519$2.4M0.8%ETFLowRaleigh, NC2026-10-27
CX Institutional
28,588$2.3K0.1%CoreMediumAuburn, IN2026-10-02
Aspetuck Financial Management LLC
28,525$2.3M1.5%GrowthVery LowWestport, CT2026-11-04
Rockland Trust Co
28,319$2.3M0.1%CoreLowHanover, MA2026-10-05
KDK Private Wealth Management, LLC
25,923$2.1M1.7%ETFVery LowHouston, TX2026-11-03
Roxbury Financial LLC
24,470$2.0M1.5%CoreVery LowMount Arlington, NJ2026-10-01
Beaumont Financial Advisors, LLC
24,122$2.0M0.1%GrowthMediumNeedham, MA2026-10-22
Fifth Third Securities, Inc.
22,632$1.8M0.1%ETFLowCincinnati, OH2026-10-21
IFP Advisors, Inc
21,717$1.8M0.0%GrowthLowTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
21,549$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Atlas Brown,Inc.
19,368$1.6M0.4%GrowthLowLouisville, KY2026-10-09
Atria Investments, Inc
18,313$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
American National Bank & Trust
17,824$1.5M0.1%CoreVery LowWichita Falls, TX2026-10-07
Cullen T Bankers, Inc.
17,685$1.4M0.0%GrowthLowSan Antonio, TX2026-10-28
High Point Wealth Management, LLC
14,086$1.2M0.9%ETFLowChester, NJ2026-11-05
Partners Wealth Management, LLC
13,985$1.1M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Truist Financial Corp
13,804$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Elm3 Financial Group, LLC
13,476$1.1M0.7%GrowthMediumAlpharetta, GA2026-10-07
Certified Advisory Corp
13,417$1.1M0.1%ETFLowAltamonte Springs, FL2026-10-29
Wealthstar Advisors, LLC
12,984$1.1M0.3%ETFMediumPlano, TX2026-10-19
Crumly & Associates Inc.
12,781$1.0M0.2%ETFMediumSpringfield, IL2026-10-07
Retirement Planning Group, LLC
12,445$1.0M0.0%ETFVery LowLeawood, KS2026-10-19
Centerline Wealth Advisors, LLC
12,334$1.0M0.3%ETFHighLouisville, KY2026-10-15
Robertson Stephens Wealth Management, LLC
11,944$975.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Mosley Wealth Management
11,818$1.0M0.3%ETFHighAnaheim, CA2026-10-16
Blue Jean Financial LLC
11,145$910.5K0.6%GrowthVery HighAlbany, NY2026-10-20
Integrated Advisors Network LLC
10,986$897.6K0.0%GrowthMediumDallas, TX2026-10-20
Smith Shellnut Wilson LLC
10,815$883.6K0.3%CoreVery LowRidgeland, MS2026-10-21
Farther Finance Advisors, LLC
10,729$876.5K0.0%IndexLowSan Francisco, CA2026-10-08
Tandem Capital Management Corp
10,592$865.4K0.4%CoreLowWoodcliff Lake, NJ2026-10-22
Glass Jacobson Investment Advisors llc
10,462$854.8K0.3%ETFLowOwings Mills, MD2026-10-26
Pathway Financial Advisers, LLC
10,425$851.7K0.2%CoreLowAuburn, IN2026-10-27
Simplicity Wealth,LLC
10,283$840.1K0.0%ETFLowSummit, NJ2026-10-23
Mission Wealth Management, LP
10,007$817.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Independence Financial Advisors, LLC
9,949$812.8K0.2%ETFMediumFranklin, NH2026-10-08
Stonebridge Financial Group, LLC
9,392$767.4K0.1%ETFMediumWormleysburg, PA2026-10-01
Independent Financial Group, LLC
9,347$763.7K0.0%GrowthLowSan Diego, CA2026-10-13
Southern Capital Advisors, LLC
9,163$748.6K0.3%ETFLowJackson, TN2026-10-26
Elevation Wealth Management LLC
9,043$738.9K0.5%Agg GrowthLowEden Prairie, MN2026-11-02
Xcel Wealth Management, LLC
8,914$728.3K0.2%CoreMediumHolly Hill, FL2026-10-26
VCI Wealth Management LLC
8,826$721.1K0.2%CoreHighSt Louis, MO2026-10-29
Chicago Partners Investment Group LLC
8,694$747.6K0.0%GARPLowChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
8,532$697.1K0.0%GrowthMediumTampa, FL2026-10-16
Bayshore Capital Advisors, LLC
7,997$653.4K0.3%YieldMediumTampa, FL2026-11-02
Legacy Financial Strategies, LLC
7,861$642.3K0.1%ETFLowOverland Park, KS2026-10-15
Schmidt P J Investment Management Inc
7,474$610.6K0.1%GrowthVery LowCedarburg, WI2026-11-02
LexAurum Advisors, LLC
7,458$609.3K0.1%ETFLowOverland Park, KS2026-10-19
Spire Wealth Management
7,399$604.5K0.0%GrowthMediumMclean, VA2026-10-30
Roman Butler Fullerton & Co
7,364$620.5K0.1%GrowthMediumSt Louis, MO2026-10-27
Monte Financial Group, LLC
7,209$589.0K0.2%ValueMediumGuilford, CT2026-11-02
Signature Wealth Management Partners, LLC
7,123$581.9K0.2%GrowthVery LowMontvale, NJ2026-10-21
Smith Chas P & Associates PA Cpas
7,014$593.0K0.0%CoreVery LowLakeland, FL2026-10-22
Mcrae Capital Management Inc
6,764$552.6K0.1%CoreLowMorristown, NJ2026-10-15
Centennial Wealth Advisory LLC
6,703$549.5K0.1%ETFLowTraverse City, MI2026-10-16
Vicus Capital
6,631$541.7K0.0%ETFMediumState College, PA2026-11-05
HRC Wealth Management, LLC
6,531$533.6K0.2%ETFVery LowMoscow, ID2026-10-16
Traphagen Investment Advisors LLC
6,077$496.5K0.0%ETFLowOradell, NJ2026-10-14
Demars Financial Group, LLC
5,982$488.8K0.1%ETFLowSpokane Valley, WA2026-10-22
CDM Financial Counseling Services, Inc.
5,919$483.6K0.4%ETFVery LowNorwich, CT2026-10-15
Soltis Investment Advisors LLC
5,900$482.0K0.0%CoreMediumSt. George, UT2026-10-28
Pension & Wealth Management Advisors, Inc.
5,798$473.8K0.1%ETFLowWaltham, MA2026-10-16
Define Financial, LLC
5,697$465.5K0.2%ETFVery LowSan Diego, CA2026-10-14
Swmg, LLC
5,624$489.0K0.1%ETFMediumFort Worth, TX2026-10-23
PUREfi Wealth, LLC
5,599$457.4K0.2%GrowthMediumBoston, MA2026-10-19
Avior Wealth Management, LLC
5,571$455.1K0.0%ETFMediumOmaha, NE2026-10-13
Mascoma Wealth Management LLC
5,437$444.2K0.1%ETFVery LowHanover, NH2026-10-23
LifeSteps Financial, Inc.
5,390$440.4K0.2%ETFLowClaremont, CA2026-10-15
Richard C. Young & Co., Ltd.
5,368$438.6K0.0%CoreLowNewport, RI2026-11-04
Ipsen Advisor Group LLC
5,234$427.6K0.3%ETFLowLittle Rock, AR2026-10-29
Modera Wealth Management, LLC
5,165$422.0K0.0%ETFVery LowWestwood, NJ2026-10-28
Partnership Wealth Management, LLC
5,094$416.2K0.3%CoreLowTowson, MD2026-10-05
Lanark Financial, Inc.
5,058$413.2K0.0%CoreMediumBirmingham, AL2026-10-26
HB Wealth Management, LLC
5,052$412.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Wedbush Securities Inc
4,808$393.0K0.0%CoreLowPasadena, CA2026-10-22
Founders Financial Securities LLC
4,757$388.7K0.0%ETFMediumTowson, MD2026-10-28
Valley Brook Capital Group, Inc.
4,672$381.7K0.2%GrowthVery LowVenetia, PA2026-10-26
PFG Advisors
4,657$380.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Good Harbor Advisors, Inc.
4,538$370.8K0.3%ETFVery LowGloucester, MA2026-10-20
Calamos Wealth Management LLC
4,486$366.5K0.0%GrowthMediumNaperville, IL2026-11-02
Boyer Financial Services, Inc.
4,430$361.9K0.3%ETFLowNewport Beach, CA2026-10-23
Eagle Capital Management, LLC
4,370$357.0K0.4%GrowthVery LowMandeville, LA2026-10-19
LongView Wealth Management
4,300$351.3K0.1%ETFLowAtlanta, GA2026-10-19
StoneX Group Inc.
4,142$338.4K0.0%ETFMediumNew York, NY2026-11-03
Brookstone Capital Management
4,061$331.8K0.0%ETFMediumWheaton, IL2026-10-22
Wilkins Miller Wealth Management, LLC
4,041$330.2K0.2%ETFVery LowMobile, AL2026-10-13
Redwood Financial Network Corp
3,903$318.9K0.2%ETFLowSolon, OH2026-11-03
Apex Wealth Management, LLC
3,650$298.2K0.2%ETFMediumBedford, NH2026-10-20
Buska Wealth Management, LLC
3,584$292.8K0.1%ETFMediumWausau, WI2026-10-08
Sowell Financial Services LLC
3,561$291.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
KW Wealth Management LLC
3,511$286.8K0.2%CoreVery LowSacramento, CA2026-10-28
Mesirow Financial Investment Management, Inc.
3,333$272.3K0.0%CoreLowChicago, IL2026-11-05
Brighton Jones LLC
3,248$265.4K0.0%CoreVery LowSeattle, WA2026-11-03
Sweeney & Michel, LLC
3,230$263.9K0.1%ETFVery LowChico, CA2026-10-16
D'Orazio & Associates, Inc.
3,176$259.4K0.0%ETFLowVienna, VA2026-11-04
Commonwealth Financial Services, LLC
3,156$257.8K0.0%ETFMediumVienna, WV2026-10-20
Sovran Advisors, LLC
3,102$274.1K0.0%ETFMediumSan Diego, CA2026-11-02
PKS Advisory Services, LLC
3,102$239.6K0.0%ETFMediumAlbany, NY2026-10-26
Cornell Pochily Investment Advisors, Inc.
3,069$250.7K0.1%CoreLowIthaca, NY2026-10-19
BIP Wealth, LLC
3,031$247.6K0.0%ETFMediumAtlanta, GA2026-10-22
Eley Financial Management, Inc
2,699$220.5K0.1%ETFVery LowSouth Burlington, VT2026-11-03
KCM Investment Advisors LLC
2,682$219.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Wesbanco Bank Inc
2,606$212.9K0.0%CoreLowWheeling, WV2026-11-04
Cherry Tree Wealth Management, LLC
2,484$202.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Ellis Investment Partners, LLC
2,470$201.9K0.0%ETFLowBerwyn, PA2026-10-21
Piscataqua Savings Bank
2,339$191.1K0.1%CoreVery LowPortsmouth, NH2026-10-21
Rosenberg Matthew Hamilton
2,208$180.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Financial Perspectives, Inc
2,008$164.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Signaturefd, LLC
2,000$163.4K0.0%IndexLowAtlanta, GA2026-10-23
Montag A & Associates Inc
1,925$157.3K0.0%CoreLowAtlanta, GA2026-10-29
Latitude Advisors, LLC
1,520$124.2K0.0%ETFLowYorkville, IL2026-10-27
Pinnacle Wealth Planning Services, Inc.
1,481$121.0K0.0%GARPLowMansfield, OH2026-10-27
Golden State Wealth Management, LLC
1,392$113.7K0.0%ETFMediumSanta Ana, CA2026-11-02
CoreCap Advisors, LLC
1,311$107.1K0.0%ETFMediumSouthfield, MI2026-10-08
Sage Mountain Advisors LLC
1,293$105.6K0.0%ETFLowAtlanta, GA2026-11-02
Private Trust Co NA
1,113$90.9K0.0%CoreLowCleveland, OH2026-10-20
Buck Wealth Strategies, LLC
1,027$83.9K0.0%ValueMediumDenver, CO2026-10-28
Creative Financial Designs Inc
983$80.3K0.0%ETFMediumKokomo, IN2026-11-04
Parallel Advisors, LLC
976$79.7K0.0%IndexLowSan Francisco, CA2026-11-03
Allspring Global Investments Holdings, LLC
937$75.5K0.0%CoreMediumCharlotte, NC2026-11-04
Elevated Capital Advisors, LLC
923$75.4K0.0%ETFMediumSandy, UT2026-11-04
Friedenthal Financial
855$69.9K0.0%ETFHighMarlton, NJ2026-10-27
Holos Integrated Wealth LLC
848$71.4K0.0%ETFLowKennett Square, PA2026-10-23
Hanson & Doremus Investment Management
711$58.0K0.0%CoreVery LowBurlington, VT2026-10-16
First Community Trust NA
637$52.0K0.0%GrowthLowDubuque, IA2026-10-07
Arlington Trust Co LLC
600$49.0K0.0%ETFMediumBirmingham, AL2026-10-20
Mather Group, Llc.
600$49.0K0.0%ETFMediumChicago, IL2026-10-14
Harbor Asset Planning, Inc.
523$42.7K0.0%ETFVery LowBelmont, MA2026-10-23
Advocate Investing Services LLC
500$40.9K0.0%ETFLowWoodbine, MD2026-10-26
Gables Capital Management Inc.
465$38.0K0.0%GrowthVery LowMiami, FL2026-11-04
GHP Investment Advisors, Inc.
451$36.9K0.0%CoreVery LowDenver, CO2026-10-15
Asset Planning,Inc
406$33.2K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Rossby Financial, LCC
380$31.0K0.0%ETFMediumMelbourne, FL2026-11-05
Signature Equity Partners, LLC
375$30.6K0.0%GrowthMediumColumbus, OH2026-10-29
Tompkins Financial Corp
330$27.0K0.0%CoreLowIthaca, NY2026-10-05
Center for Financial Planning, Inc.
300$24.5K0.0%ETFLowSouthfied, MI2026-10-26
Nfsg Corp
287$23.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Asset Dedication, LLC
275$22.5K0.0%ETFLowSan Francisco, CA2026-11-03
Cassaday & Co Wealth Management LLC
243$19.9K0.0%ETFVery LowMclean, VA2026-10-27
Downshift Financial, LLC
241$19.7K0.0%ETFLowBoulder, CO2026-10-13
Cape Investment Advisory, Inc.
227$18.5K0.0%ETFLowMcdonough, GA2026-10-13
EverSource Wealth Advisors, LLC
225$18.4K0.0%CoreMediumBirmingham, AL2026-11-04
Capital Investment Advisory Services, LLC
220$18.0K0.0%CoreMediumRaleigh, NC2026-10-30
Blue Trust, Inc.
205$16.8K0.0%ETFLowBrentwood, TN2026-10-15
EPG Wealth Management LLC
203$16.6K0.0%GrowthLowAtlanta, GA2026-11-03
Silver Grove Financial Group, Inc.
193$15.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Signature Resources Capital Management, LLC
187$15.3K0.0%ETFLowNewport Beach, CA2026-10-16
Caldwell Trust Co
161$13.2K0.0%GrowthLowVenice, FL2026-10-30
Security National Bank
154$12.6K0.0%GrowthLowOmaha, NE2026-10-26
Quest 10 Wealth Builders, Inc.
144$11.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Root Financial Partners, LLC
143$11.7K0.0%ETFMediumEncinitas, CA2026-10-21
Triumph Capital Management
140$11.4K0.0%ETFMediumDenver, CO2026-10-14
Decker Retirement Planning Inc.
138$11.3K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Pillar Financial Advisors, LLC
128$10.5K0.0%ETFVery LowLouisville, KY2026-10-21
Key Capital Management, Inc
121$9.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Valley National Advisers Inc
111$9.1K0.0%ETFLowBethlehem, PA2026-10-23
Abound Wealth Management
108$8.8K0.0%ETFVery LowFranklin, TN2026-10-26
Hoey Investments, Inc
107$8.7K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Compass Financial Management LLC
106$8.7K0.0%CoreN/ATampa, FL2026-10-30
TD Waterhouse Canada Inc.
100$8.1K0.0%CoreLowToronto, Australia2026-10-16
Hickory Point Bank & Trust
89$7.3K0.0%CoreVery LowDecatur, IL2026-10-01
Brown, Lisle Ings, Inc.
82$6.7K0.0%CoreVery LowProvidence, RI2026-10-16
Nvest Wealth Strategies, Inc.
66$5.4K0.0%ETFVery LowPowell, OH2026-10-14
Ashton Thomas Private Wealth, LLC
61$5.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Physician Wealth Advisors, Inc.
61$5.0K0.0%ETFMediumMidvale, UT2026-10-20
Main Street Group, LTD
60$4.9K0.0%ETFMediumGlen Allen, VA2026-10-28
Tounjian Advisory Partners, LLC
60$4.9K0.0%GrowthHighFort Myers, FL2026-11-04
JFS Wealth Advisors, LLC
57$4.7K0.0%ETFVery LowHermitage, PA2026-11-03
Provenance Wealth Advisors, LLC
51$4.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Wolff Wiese Magana LLC
49$4.0K0.0%GrowthLowCarslbad, CA2026-10-15
Lloyd Advisory Services, Llc.
32$2.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Birchbrook, Inc.
26$2.1K0.0%ETFLowBangor, ME2026-10-14
Kingdom Financial Group Llc.
21$1.7K0.0%ETFMediumPeoria, AZ2026-11-04
Evermay Wealth Management LLC
17$1.4K0.0%ETFLowArlington, VA2026-11-05
Rydar Equities, Inc.
17$1.4K0.0%CoreVery LowWeatherford, TX2026-10-13
Hughes Financial Services, LLC
10$8840.0%ETFLowHerndon, VA2026-10-30
AlphaCore Capital LLC
3$2450.0%ETFLowLa Jolla, CA2026-11-04
Halbert Hargrove Global Advisors, LLC
1$430.0%ETFLowLong Beach, CA2026-10-16
Prairie Wealth Advisors, Inc.
0$767.8K0.2%CoreVery LowOmaha, NE2026-10-29