IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity Msci Indust Indx (FIDU)

CUSIP: 316092709 | NYSE | 568 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Lido Advisors, LLC1,813,017
0.4% of portfolio›$160.6M
AGF Management LTD516,053
0.2% of portfolio›$45.7M
Commonwealth Equity Services, LLC330,954
0.0% of portfolio›$29.3M
Independence Financial Advisors, LLC142,295
3.2% of portfolio›$12.6M
Kestra Advisory Services, LLC135,327
0.0% of portfolio›$12.0M
Thrivent Financial for Lutherans113,275
0.0% of portfolio›$10.0M
Kestra Private Wealth Services, LLC104,409
0.1% of portfolio›$9.2M
Yoder Wealth Management, Inc.86,000
2.9% of portfolio›$7.6M
Traynor Capital Management, Inc.65,120
0.3% of portfolio›$5.8M
Fischer Financial Services, Inc.62,774
1.4% of portfolio›$5.6M
Citigroup Inc46,622
0.0% of portfolio›$4.1M
Penobscot Wealth Management42,442
1.0% of portfolio›$3.8M
Signal Advisors Wealth, LLC35,294
0.1% of portfolio›$3.1M
Cambiar Investors LLC33,945
0.1% of portfolio›$3.0M
Smith Salley Wealth Management30,567
0.1% of portfolio›$2.7M
EPG Wealth Management LLC28,377
0.6% of portfolio›$2.5M
Clear Creek Financial Management, LLC28,327
0.2% of portfolio›$2.5M
Lynch & Associates26,761
0.3% of portfolio›$2.4M
KDK Private Wealth Management, LLC25,844
1.8% of portfolio›$2.3M
Hanseatic Management Services Inc24,669
1.8% of portfolio›$2.2M
RFG Advisory, LLC23,838
0.0% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.22,658
0.0% of portfolio›$2.0M
Fifth Third Securities, Inc.22,282
0.1% of portfolio›$2.0M
Meridian Wealth Management, LLC19,011
0.1% of portfolio›$1.7M
Buska Wealth Management, LLC18,227
0.6% of portfolio›$1.6M
Virtue Capital Management, LLC18,105
0.2% of portfolio›$1.6M
Beaumont Financial Advisors, LLC17,748
0.1% of portfolio›$1.6M
American National Bank & Trust16,927
0.1% of portfolio›$1.5M
Trail Ridge Investment Advisors, LLC16,831
0.6% of portfolio›$1.5M
Roxbury Financial LLC14,777
1.0% of portfolio›$1.3M
Trust Co of Oklahoma14,705
0.3% of portfolio›$1.3M
Allspring Global Investments Holdings, LLC14,569
0.0% of portfolio›$1.3M
Smith Shellnut Wilson LLC13,979
0.5% of portfolio›$1.2M
VCI Wealth Management LLC12,048
0.3% of portfolio›$1.1M
Heck Capital Advisors, LLC11,387
0.1% of portfolio›$1.0M
Fifth Third Bancorp10,805
0.0% of portfolio›$957.1K
MGO One Seven LLC10,569
0.0% of portfolio›$936.2K
Mosley Wealth Management10,494
0.3% of portfolio›$932.9K
Sigma Planning Corp10,378
0.0% of portfolio›$919.3K
Blue Jean Financial LLC9,645
0.5% of portfolio›$854.4K
Truist Financial Corp9,474
0.0% of portfolio›$839.2K
Ironwood Financial, llc9,188
0.1% of portfolio›$813.8K
Armor Investment Advisors, LLC8,701
0.3% of portfolio›$770.7K
Robertson Stephens Wealth Management, LLC8,675
0.0% of portfolio›$768.5K
Bayshore Capital Advisors, LLC8,467
0.4% of portfolio›$750.0K
Focus Financial Network, Inc.7,851
0.0% of portfolio›$695.4K
Valley Brook Capital Group, Inc.6,813
0.3% of portfolio›$603.5K
Farther Finance Advisors, LLC6,460
0.0% of portfolio›$572.2K
Creative Planning6,433
0.0% of portfolio›$569.9K
Redwood Financial Network Corp6,394
0.3% of portfolio›$566.4K
M Holdings Securities, Inc.6,327
0.0% of portfolio›$569
Pathway Financial Advisers, LLC5,862
0.1% of portfolio›$519.3K
Schmidt P J Investment Management Inc5,708
0.1% of portfolio›$505.6K
Wedbush Securities Inc5,692
0.0% of portfolio›$504.0K
Aprio Wealth Management, LLC5,537
0.0% of portfolio›$490.5K
Centennial Wealth Advisory LLC5,524
0.1% of portfolio›$491.1K
Maltin Wealth Management, Inc.5,496
0.2% of portfolio›$486.8K
PUREfi Wealth, LLC5,395
0.2% of portfolio›$477.9K
Capital Square, LLC5,207
0.2% of portfolio›$461.2K
Mcrae Capital Management Inc4,957
0.1% of portfolio›$439.1K
Fortitude Advisory Group L.L.C.4,951
0.2% of portfolio›$438.6K
J.W. Cole Advisors, Inc.4,930
0.0% of portfolio›$436.7K
Monte Financial Group, LLC4,842
0.1% of portfolio›$428.9K
Retirement Planning Group, LLC4,810
0.0% of portfolio›$426.1K
Montag A & Associates Inc4,499
0.0% of portfolio›$398.5K
Larson Financial Group LLC4,483
0.0% of portfolio›$397.1K
Crumly & Associates Inc.4,175
0.1% of portfolio›$369.8K
Vicus Capital4,060
0.0% of portfolio›$359.6K
Primoris Wealth Advisors, LLC4,025
0.2% of portfolio›$356.5K
CWA Asset Management Group, LLC3,748
0.0% of portfolio›$332.0K
Uhlmann Price Securities, LLC3,748
0.0% of portfolio›$332.0K
Kingswood Wealth Advisors, LLC3,570
0.0% of portfolio›$316.2K
Integrity Alliance, Llc.3,482
0.0% of portfolio›$308.4K
Choreo, LLC3,381
0.0% of portfolio›$299.5K
BIP Wealth, LLC3,266
0.0% of portfolio›$289.3K
Harbor Asset Planning, Inc.3,257
0.2% of portfolio›$288.6K
Define Financial, LLC3,068
0.1% of portfolio›$271.7K
Wealth Enhancement Advisory Services, LLC2,984
0.0% of portfolio›$266.2K
Financial Partners Group, Inc2,980
0.0% of portfolio›$263.9K
Aspetuck Financial Management LLC2,979
0.2% of portfolio›$263.9K
PKS Advisory Services, LLC2,911
0.0% of portfolio›$290.0K
Rosenberg Matthew Hamilton2,886
0.0% of portfolio›$255.6K
Diversify Wealth Management, LLC2,597
0.0% of portfolio›$230.9K
Diversify Advisory Services, LLC2,597
0.0% of portfolio›$230.9K
Verity Asset Management, Inc.2,534
0.1% of portfolio›$224.7K
Brookstone Capital Management2,532
0.0% of portfolio›$224.3K
Accelerate Investment Advisors LLC2,395
0.1% of portfolio›$212.2K
Selective Wealth Management, Inc.2,354
0.0% of portfolio›$209.3K
Congress Asset Management Co2,343
0.0% of portfolio›$207.5K
Canton Hathaway, LLC2,300
0.0% of portfolio›$203.7K
Petersen Hastings Wealth Advisors Inc.2,259
0.0% of portfolio›$200.1K
CoreCap Advisors, LLC2,098
0.0% of portfolio›$185.8K
Elevated Capital Advisors, LLC1,957
0.1% of portfolio›$173.4K
Hurley Capital, LLC1,922
0.1% of portfolio›$170.3K
Sage Mountain Advisors LLC1,104
0.0% of portfolio›$97.8K
US Bancorp \de\1,069
0.0% of portfolio›$94.7K
Godsey & Gibb, Inc963
0.0% of portfolio›$85.3K
First Horizon Corp929
0.0% of portfolio›$82.3K
CX Institutional670
0.0% of portfolio›$59
Creative Financial Designs Inc633
0.0% of portfolio›$56.1K
Princeton Global Asset Management LLC518
0.0% of portfolio›$45.9K
Latitude Advisors, LLC515
0.0% of portfolio›$45.6K
Kingdom Financial Group Llc.511
0.0% of portfolio›$45.2K
Parallel Advisors, LLC486
0.0% of portfolio›$43.1K
IFP Advisors, Inc457
0.0% of portfolio›$40.5K
AlphaCore Capital LLC420
0.0% of portfolio›$37.2K
Hilltop National Bank390
0.0% of portfolio›$34.5K
Quest 10 Wealth Builders, Inc.335
0.0% of portfolio›$29.7K
Decker Retirement Planning Inc.256
0.0% of portfolio›$22.7K
Gables Capital Management Inc.245
0.0% of portfolio›$21.7K
TD Waterhouse Canada Inc.220
0.0% of portfolio›$19.7K
Strengthening Families & Communities, LLC198
0.0% of portfolio›$17.5K
Cassaday & Co Wealth Management LLC185
0.0% of portfolio›$16.4K
Versant Capital Management, Inc183
0.0% of portfolio›$16.2K
Signature Resources Capital Management, LLC161
0.0% of portfolio›$14.3K
Lanark Financial, Inc.140
0.0% of portfolio›$12.4K
JFS Wealth Advisors, LLC115
0.0% of portfolio›$10.2K
Tounjian Advisory Partners, LLC112
0.0% of portfolio›$9.9K
Key Capital Management, Inc111
0.0% of portfolio›$9.8K
DecisionPoint Financial, LLC108
0.0% of portfolio›$9.7K
Dhjj Financial Advisors, Ltd.98
0.0% of portfolio›$8.7K
1620 Investment Advisors, Inc.97
0.0% of portfolio›$8.6K
Rossby Financial, LCC86
0.0% of portfolio›$7.6K
Carolina Wealth Advisors, LLC66
0.0% of portfolio›$5.8K
Capital Investment Advisory Services, LLC65
0.0% of portfolio›$5.8K
Compass Financial Management LLC53
0.0% of portfolio›$4.7K
Physician Wealth Advisors, Inc.50
0.0% of portfolio›$4.4K
Spire Wealth Management34
0.0% of portfolio›$3.0K
Assetmark, Inc26
0.0% of portfolio›$2.3K
Lloyd Advisory Services, Llc.26
0.0% of portfolio›$2.3K
Wolff Wiese Magana LLC25
0.0% of portfolio›$2.2K
Birchbrook, Inc.22
0.0% of portfolio›$1.9K
Central Pacific Bank - Trust Division19
0.0% of portfolio›$1.7K
Farmers & Merchants Trust Co of Chambersburg PA18
0.0% of portfolio›$2
Clayton Financial Group LLC13
0.0% of portfolio›$1.2K
Evermay Wealth Management LLC12
0.0% of portfolio›$1.1K
Vima LLC9
0.0% of portfolio›$797
Blue Trust, Inc.8
0.0% of portfolio›$703
Root Financial Partners, LLC2
0.0% of portfolio›$177
Foresight Capital Management Advisors, Inc.1
0.0% of portfolio›$89
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$645.5K
StyleTurnoverLocationFiled
Lido Advisors, LLC
1,813,017$160.6M0.4%GrowthLowLos Angeles, CA2026-11-04
AGF Management LTD
516,053$45.7M0.2%GrowthHighToronto, Australia2026-11-03
Commonwealth Equity Services, LLC
330,954$29.3M0.0%ETFLowWaltham, MA2026-11-02
Independence Financial Advisors, LLC
142,295$12.6M3.2%ETFMediumFranklin, NH2026-10-08
Kestra Advisory Services, LLC
135,327$12.0M0.0%CoreLowAustin, TX2026-11-02
Thrivent Financial for Lutherans
113,275$10.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Kestra Private Wealth Services, LLC
104,409$9.2M0.1%GrowthLowAustin, TX2026-10-30
Yoder Wealth Management, Inc.
86,000$7.6M2.9%ETFLowWalnut Creek, CA2026-10-13
Traynor Capital Management, Inc.
65,120$5.8M0.3%GrowthLowMalvern, PA2026-10-29
Fischer Financial Services, Inc.
62,774$5.6M1.4%GrowthVery LowHarrisburg, PA2026-10-30
Citigroup Inc
46,622$4.1M0.0%CoreMediumNew York, NY2026-11-04
Penobscot Wealth Management
42,442$3.8M1.0%ETFVery LowPortland, ME2026-10-21
Signal Advisors Wealth, LLC
35,294$3.1M0.1%ETFLowDetroit, MI2026-10-13
Cambiar Investors LLC
33,945$3.0M0.1%ValueMediumDenver, CO2026-11-04
Smith Salley Wealth Management
30,567$2.7M0.1%GrowthLowGreensboro, NC2026-11-03
EPG Wealth Management LLC
28,377$2.5M0.6%GrowthLowAtlanta, GA2026-11-03
Clear Creek Financial Management, LLC
28,327$2.5M0.2%ETFMediumSilverdale, WA2026-10-28
Lynch & Associates
26,761$2.4M0.3%CoreVery LowEvansville, IN2026-10-13
KDK Private Wealth Management, LLC
25,844$2.3M1.8%ETFVery LowHouston, TX2026-11-03
Hanseatic Management Services Inc
24,669$2.2M1.8%GrowthHighAlbuquerque, NM2026-10-27
RFG Advisory, LLC
23,838$2.1M0.0%ETFMediumBirmingham, AL2026-11-03
Cambridge Investment Research Advisors, Inc.
22,658$2.0M0.0%ETFLowFairfield, IA2026-11-02
Fifth Third Securities, Inc.
22,282$2.0M0.1%ETFLowCincinnati, OH2026-10-21
Meridian Wealth Management, LLC
19,011$1.7M0.1%GrowthLowLexington, KY2026-11-05
Buska Wealth Management, LLC
18,227$1.6M0.6%ETFMediumWausau, WI2026-10-08
Virtue Capital Management, LLC
18,105$1.6M0.2%GrowthHighBrentwood, TN2026-10-29
Beaumont Financial Advisors, LLC
17,748$1.6M0.1%GrowthMediumNeedham, MA2026-10-22
American National Bank & Trust
16,927$1.5M0.1%CoreVery LowWichita Falls, TX2026-10-07
Trail Ridge Investment Advisors, LLC
16,831$1.5M0.6%CoreLowFort Collins, CO2026-10-16
Roxbury Financial LLC
14,777$1.3M1.0%CoreVery LowMount Arlington, NJ2026-10-01
Trust Co of Oklahoma
14,705$1.3M0.3%MomentumLowTulsa, OK2026-10-15
Allspring Global Investments Holdings, LLC
14,569$1.3M0.0%CoreMediumCharlotte, NC2026-11-04
Smith Shellnut Wilson LLC
13,979$1.2M0.5%CoreVery LowRidgeland, MS2026-10-21
VCI Wealth Management LLC
12,048$1.1M0.3%CoreHighSt Louis, MO2026-10-29
Heck Capital Advisors, LLC
11,387$1.0M0.1%ETFMediumRhinelander, WI2026-10-14
Fifth Third Bancorp
10,805$957.1K0.0%IndexVery LowCincinnati, OH2026-11-05
MGO One Seven LLC
10,569$936.2K0.0%GrowthLowBeachwood, OH2026-10-28
Mosley Wealth Management
10,494$932.9K0.3%ETFHighAnaheim, CA2026-10-16
Sigma Planning Corp
10,378$919.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Blue Jean Financial LLC
9,645$854.4K0.5%GrowthVery HighAlbany, NY2026-10-20
Truist Financial Corp
9,474$839.2K0.0%CoreLowCharlotte, NC2026-10-30
Ironwood Financial, llc
9,188$813.8K0.1%ETFLowTucson, AZ2026-10-20
Armor Investment Advisors, LLC
8,701$770.7K0.3%ETFLowRaleigh, NC2026-10-27
Robertson Stephens Wealth Management, LLC
8,675$768.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Bayshore Capital Advisors, LLC
8,467$750.0K0.4%YieldMediumTampa, FL2026-11-02
Focus Financial Network, Inc.
7,851$695.4K0.0%ETFLowMinneapolis, MN2026-10-14
Valley Brook Capital Group, Inc.
6,813$603.5K0.3%GrowthVery LowVenetia, PA2026-10-26
Farther Finance Advisors, LLC
6,460$572.2K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Planning
6,433$569.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Redwood Financial Network Corp
6,394$566.4K0.3%ETFLowSolon, OH2026-11-03
M Holdings Securities, Inc.
6,327$5690.0%ETFHighPortland, OR2026-11-03
Pathway Financial Advisers, LLC
5,862$519.3K0.1%CoreLowAuburn, IN2026-10-27
Schmidt P J Investment Management Inc
5,708$505.6K0.1%GrowthVery LowCedarburg, WI2026-11-02
Wedbush Securities Inc
5,692$504.0K0.0%CoreLowPasadena, CA2026-10-22
Aprio Wealth Management, LLC
5,537$490.5K0.0%ETFMediumAtlanta, GA2026-10-28
Centennial Wealth Advisory LLC
5,524$491.1K0.1%ETFLowTraverse City, MI2026-10-16
Maltin Wealth Management, Inc.
5,496$486.8K0.2%ETFMediumRidgewood, NJ2026-10-13
PUREfi Wealth, LLC
5,395$477.9K0.2%GrowthMediumBoston, MA2026-10-19
Capital Square, LLC
5,207$461.2K0.2%YieldMediumAthens, TN2026-10-19
Mcrae Capital Management Inc
4,957$439.1K0.1%CoreLowMorristown, NJ2026-10-15
Fortitude Advisory Group L.L.C.
4,951$438.6K0.2%GrowthMediumGig Harbor, WA2026-10-15
J.W. Cole Advisors, Inc.
4,930$436.7K0.0%IndexLowTampa, FL2026-11-05
Monte Financial Group, LLC
4,842$428.9K0.1%ValueMediumGuilford, CT2026-11-02
Retirement Planning Group, LLC
4,810$426.1K0.0%ETFVery LowLeawood, KS2026-10-19
Montag A & Associates Inc
4,499$398.5K0.0%CoreLowAtlanta, GA2026-10-29
Larson Financial Group LLC
4,483$397.1K0.0%GrowthLowSt Louis, MO2026-11-05
Crumly & Associates Inc.
4,175$369.8K0.1%ETFMediumSpringfield, IL2026-10-07
Vicus Capital
4,060$359.6K0.0%ETFMediumState College, PA2026-11-05
Primoris Wealth Advisors, LLC
4,025$356.5K0.2%GrowthMediumNorth Palm Beach, FL2026-10-28
CWA Asset Management Group, LLC
3,748$332.0K0.0%CoreMediumNaples, FL2026-10-19
Uhlmann Price Securities, LLC
3,748$332.0K0.0%Agg GrowthLowSkokie, IL2026-11-03
Kingswood Wealth Advisors, LLC
3,570$316.2K0.0%GrowthLowSan Diego, CA2026-10-23
Integrity Alliance, Llc.
3,482$308.4K0.0%ETFMediumUrbandale, IA2026-10-29
Choreo, LLC
3,381$299.5K0.0%IndexLowRockford, IL2026-10-28
BIP Wealth, LLC
3,266$289.3K0.0%ETFMediumAtlanta, GA2026-10-22
Harbor Asset Planning, Inc.
3,257$288.6K0.2%ETFVery LowBelmont, MA2026-10-23
Define Financial, LLC
3,068$271.7K0.1%ETFVery LowSan Diego, CA2026-10-14
Wealth Enhancement Advisory Services, LLC
2,984$266.2K0.0%CoreLowPlymouth, MN2026-10-13
Financial Partners Group, Inc
2,980$263.9K0.0%ETFLowOverland Park, KS2026-10-19
Aspetuck Financial Management LLC
2,979$263.9K0.2%GrowthVery LowWestport, CT2026-11-04
PKS Advisory Services, LLC
2,911$290.0K0.0%ETFMediumAlbany, NY2026-10-26
Rosenberg Matthew Hamilton
2,886$255.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Diversify Wealth Management, LLC
2,597$230.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,597$230.9K0.0%GrowthLowSandy, UT2026-10-20
Verity Asset Management, Inc.
2,534$224.7K0.1%CoreMediumDurham, NC2026-10-30
Brookstone Capital Management
2,532$224.3K0.0%ETFMediumWheaton, IL2026-10-22
Accelerate Investment Advisors LLC
2,395$212.2K0.1%ETFLowAliso Viejo, CA2026-11-02
Selective Wealth Management, Inc.
2,354$209.3K0.0%ETFLowForest, VA2026-10-16
Congress Asset Management Co
2,343$207.5K0.0%GrowthMediumBoston, MA2026-10-06
Canton Hathaway, LLC
2,300$203.7K0.0%ValueLowProvidence, RI2026-10-23
Petersen Hastings Wealth Advisors Inc.
2,259$200.1K0.0%ETFLowKennewick, WA2026-10-27
CoreCap Advisors, LLC
2,098$185.8K0.0%ETFMediumSouthfield, MI2026-10-08
Elevated Capital Advisors, LLC
1,957$173.4K0.1%ETFMediumSandy, UT2026-11-04
Hurley Capital, LLC
1,922$170.3K0.1%GARPMediumNew York, NY2026-11-05
Sage Mountain Advisors LLC
1,104$97.8K0.0%ETFLowAtlanta, GA2026-11-02
US Bancorp \de\
1,069$94.7K0.0%IndexLowMinneapolis, MN2026-11-05
Godsey & Gibb, Inc
963$85.3K0.0%CoreLowRichmond, VA2026-10-14
First Horizon Corp
929$82.3K0.0%CoreLowMemphis, TN2026-10-26
CX Institutional
670$590.0%CoreMediumAuburn, IN2026-10-02
Creative Financial Designs Inc
633$56.1K0.0%ETFMediumKokomo, IN2026-11-04
Princeton Global Asset Management LLC
518$45.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Latitude Advisors, LLC
515$45.6K0.0%ETFLowYorkville, IL2026-10-27
Kingdom Financial Group Llc.
511$45.2K0.0%ETFMediumPeoria, AZ2026-11-04
Parallel Advisors, LLC
486$43.1K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
457$40.5K0.0%GrowthLowTampa, FL2026-10-16
AlphaCore Capital LLC
420$37.2K0.0%ETFLowLa Jolla, CA2026-11-04
Hilltop National Bank
390$34.5K0.0%CoreLowCasper, WY2026-10-14
Quest 10 Wealth Builders, Inc.
335$29.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Decker Retirement Planning Inc.
256$22.7K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Gables Capital Management Inc.
245$21.7K0.0%GrowthVery LowMiami, FL2026-11-04
TD Waterhouse Canada Inc.
220$19.7K0.0%CoreLowToronto, Australia2026-10-16
Strengthening Families & Communities, LLC
198$17.5K0.0%CoreMediumBoston, MA2026-10-21
Cassaday & Co Wealth Management LLC
185$16.4K0.0%ETFVery LowMclean, VA2026-10-27
Versant Capital Management, Inc
183$16.2K0.0%GARPLowPhoenix, AZ2026-10-02
Signature Resources Capital Management, LLC
161$14.3K0.0%ETFLowNewport Beach, CA2026-10-16
Lanark Financial, Inc.
140$12.4K0.0%CoreMediumBirmingham, AL2026-10-26
JFS Wealth Advisors, LLC
115$10.2K0.0%ETFVery LowHermitage, PA2026-11-03
Tounjian Advisory Partners, LLC
112$9.9K0.0%GrowthHighFort Myers, FL2026-11-04
Key Capital Management, Inc
111$9.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
DecisionPoint Financial, LLC
108$9.7K0.0%ETFVery LowMesa, AZ2026-10-27
Dhjj Financial Advisors, Ltd.
98$8.7K0.0%ETFVery LowNaperville, IL2026-10-23
1620 Investment Advisors, Inc.
97$8.6K0.0%ValueLowPlymouth, MA2026-11-04
Rossby Financial, LCC
86$7.6K0.0%ETFMediumMelbourne, FL2026-11-05
Carolina Wealth Advisors, LLC
66$5.8K0.0%YieldHighMyrtle Beach, SC2026-10-23
Capital Investment Advisory Services, LLC
65$5.8K0.0%CoreMediumRaleigh, NC2026-10-30
Compass Financial Management LLC
53$4.7K0.0%CoreN/ATampa, FL2026-10-30
Physician Wealth Advisors, Inc.
50$4.4K0.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
34$3.0K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
26$2.3K0.0%ETFLowConcord, CA2026-10-21
Lloyd Advisory Services, Llc.
26$2.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Wolff Wiese Magana LLC
25$2.2K0.0%GrowthLowCarslbad, CA2026-10-15
Birchbrook, Inc.
22$1.9K0.0%ETFLowBangor, ME2026-10-14
Central Pacific Bank - Trust Division
19$1.7K0.0%CoreMediumHonolulu, HI2026-10-06
Farmers & Merchants Trust Co of Chambersburg PA
18$20.0%GARPLowChambersburg, PA2026-10-14
Clayton Financial Group LLC
13$1.2K0.0%ETFLowSt. Louis, MO2026-10-13
Evermay Wealth Management LLC
12$1.1K0.0%ETFLowArlington, VA2026-11-05
Vima LLC
9$7970.0%CoreLowTroy, MI2026-10-23
Blue Trust, Inc.
8$7030.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
2$1770.0%ETFMediumEncinitas, CA2026-10-21
Foresight Capital Management Advisors, Inc.
1$890.0%CoreMediumSaline, MI2026-10-27
Prairie Wealth Advisors, Inc.
0$645.5K0.1%CoreVery LowOmaha, NE2026-10-29