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Fidelity Msci Info Tech Indx (FTEC)

CUSIP: 316092808 | NYSE | 1296 institutional holders

Quarters

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

Lido Advisors, LLC2,145,522
1.6% of portfolio›$643.8M
AGF Management LTD777,306
1.0% of portfolio›$233.2M
Commonwealth Equity Services, LLC549,761
0.2% of portfolio›$165.0M
Kestra Investment Management, LLC339,699
1.9% of portfolio›$101.9M
Kestra Advisory Services, LLC270,806
0.2% of portfolio›$81.3M
Cambridge Investment Research Advisors, Inc.259,270
0.4% of portfolio›$77.8M
TBH Global Asset Management, LLC157,695
2.0% of portfolio›$11.5M
Independence Financial Advisors, LLC150,522
11.3% of portfolio›$45.2M
Vicus Capital115,836
2.2% of portfolio›$34.8M
Prime Capital Investment Advisors, LLC106,409
0.3% of portfolio›$31.9M
Yoder Wealth Management, Inc.105,929
12.0% of portfolio›$31.8M
PFG Advisors102,774
1.6% of portfolio›$30.8M
Financial Partners Group, Inc102,270
3.2% of portfolio›$30.7M
Citigroup Inc94,451
0.0% of portfolio›$28.3M
Fischer Financial Services, Inc.87,863
6.5% of portfolio›$26.4M
SteelPeak Wealth, LLC85,540
0.6% of portfolio›$25.7M
Marotta Asset Management75,679
3.9% of portfolio›$22.7M
Kraft, Davis & Associates, LLC74,187
4.5% of portfolio›$21.4M
Parallel Advisors, LLC67,274
0.3% of portfolio›$20.2M
Armor Investment Advisors, LLC54,452
5.3% of portfolio›$16.3M
Creative Planning51,307
0.0% of portfolio›$15.4M
Smith Salley Wealth Management45,153
0.6% of portfolio›$13.5M
Clear Wave Wealth Management LLC42,844
2.2% of portfolio›$12.9M
Primoris Wealth Advisors, LLC40,825
5.7% of portfolio›$12.3M
Claro Advisors Inc.38,542
1.1% of portfolio›$11.6M
Traynor Capital Management, Inc.38,471
0.5% of portfolio›$11.5M
Signal Advisors Wealth, LLC37,732
0.5% of portfolio›$11.3M
Assetmark, Inc36,576
0.0% of portfolio›$11.0M
CX Institutional35,643
0.3% of portfolio›$10.7K
Grimes & Co Wealth Management, LLC34,876
0.2% of portfolio›$10.5M
Crumly & Associates Inc.33,360
1.8% of portfolio›$10.0M
Go Invest LLC32,680
2.1% of portfolio›$9.8M
Sterling Investment Counsel, LLC32,245
2.2% of portfolio›$9.7M
Southern Capital Advisors, LLC31,930
3.6% of portfolio›$9.6M
Kestra Private Wealth Services, LLC30,839
0.1% of portfolio›$9.3M
Sigma Planning Corp30,473
0.2% of portfolio›$9.1M
Meridian Wealth Management, LLC29,515
0.3% of portfolio›$8.9M
Financial Perspectives, Inc29,507
2.1% of portfolio›$8.9M
High Point Wealth Management, LLC29,339
7.0% of portfolio›$8.8M
Aspetuck Financial Management LLC28,879
5.5% of portfolio›$8.7M
KDK Private Wealth Management, LLC27,407
6.5% of portfolio›$8.2M
Brighton Jones LLC26,355
0.1% of portfolio›$7.9M
Mowery & Schoenfeld Wealth Management, LLC26,217
8.8% of portfolio›$7.9M
Capital Planning LLC26,194
2.1% of portfolio›$7.9M
Bank of New York Mellon Corp25,203
0.0% of portfolio›$7.6M
Cantor Fitzgerald Investment Advisors L.P.24,486
0.4% of portfolio›$7.3M
Northwest Wealth Advisors, LLC24,296
3.6% of portfolio›$7.3M
Wealth Enhancement Advisory Services, LLC23,203
0.0% of portfolio›$7.0M
Lynch & Associates22,540
1.0% of portfolio›$6.8M
Beaumont Financial Advisors, LLC21,785
0.4% of portfolio›$6.5M
Integrated Advisors Network LLC21,136
0.3% of portfolio›$6.3M
Integrity Alliance, Llc.20,219
0.2% of portfolio›$6.1M
Chicago Partners Investment Group LLC19,920
0.1% of portfolio›$5.7M
Fingerlakes Wealth Management, Inc.19,626
3.1% of portfolio›$5.9M
Smith Shellnut Wilson LLC18,907
2.2% of portfolio›$5.7M
Heck Capital Advisors, LLC18,563
0.3% of portfolio›$5.6M
Mokosak Advisory Group, LLC18,242
1.2% of portfolio›$5.5M
Prospera Financial Services Inc18,173
0.1% of portfolio›$5.1M
SAX Wealth Advisors, LLC17,550
0.2% of portfolio›$5.3M
Succession Financial, Inc.17,483
5.0% of portfolio›$5.2M
Alliance Private Wealth, LLC17,256
1.9% of portfolio›$5.2M
Axxcess Wealth Management, LLC17,090
0.2% of portfolio›$5.1M
Dahring | Cusmano LLC16,647
2.3% of portfolio›$5.0M
Secure Asset Management, LLC16,342
0.7% of portfolio›$4.9M
American National Bank & Trust16,010
0.4% of portfolio›$4.8M
Investment Management Corp15,903
3.8% of portfolio›$4.8M
Samalin Investment Counsel, LLC15,583
1.5% of portfolio›$4.7M
Visionary Wealth Advisors15,264
0.2% of portfolio›$4.6M
Davenport & Co LLC15,141
0.0% of portfolio›$4.5M
Eley Financial Management, Inc14,741
1.4% of portfolio›$4.4M
Maltin Wealth Management, Inc.13,646
1.3% of portfolio›$4.1M
Certified Advisory Corp13,312
0.3% of portfolio›$4.0M
Atria Investments, Inc12,833
0.0% of portfolio›$3.9M
Farther Finance Advisors, LLC12,475
0.0% of portfolio›$3.7M
Northbridge Financial Group, LLC12,424
1.3% of portfolio›$3.9M
Concurrent Investment Advisors, LLC12,321
0.0% of portfolio›$3.7M
Golden State Wealth Management, LLC12,127
0.3% of portfolio›$3.6M
Elevation Point Wealth Partners, LLC11,272
0.1% of portfolio›$3.4M
New York Life Investment Management LLC11,213
0.0% of portfolio›$3.4M
Acorn Financial Advisory Services Inc10,949
0.4% of portfolio›$3.3M
Cooper Financial Group10,541
0.3% of portfolio›$3.2M
Atlas Brown,Inc.10,453
0.8% of portfolio›$3.1M
Hippocratic Financial Advisors, LLC10,079
1.2% of portfolio›$3.0M
Summit Wealth Group LLC / Co10,013
0.2% of portfolio›$3.0M
RFG Advisory, LLC9,980
0.0% of portfolio›$3.0M
BridgePort Financial Solutions, LLC9,837
0.7% of portfolio›$3.0M
IFP Advisors, Inc9,774
0.1% of portfolio›$2.9M
Vise Technologies, Inc.9,547
0.0% of portfolio›$2.9M
Victory Financial Group, LLC9,348
0.3% of portfolio›$2.8M
Focus Financial Network, Inc.8,414
0.1% of portfolio›$2.5M
Avior Wealth Management, LLC8,097
0.1% of portfolio›$2.4M
Soltis Investment Advisors LLC8,094
0.1% of portfolio›$2.4M
Duncker Streett & Co Inc7,981
0.4% of portfolio›$2.4M
MGO One Seven LLC7,980
0.0% of portfolio›$2.4M
Cap Partners, LLC7,977
1.1% of portfolio›$2.4M
Truist Financial Corp7,923
0.0% of portfolio›$2.4M
JBR Co Financial Management Inc7,787
0.8% of portfolio›$2.2M
Elm3 Financial Group, LLC7,451
1.5% of portfolio›$2.2M
Robertson Stephens Wealth Management, LLC7,276
0.1% of portfolio›$2.2M
Silver Lake Advisory, LLC7,211
0.8% of portfolio›$2.2M
Investors Research Corp7,211
0.4% of portfolio›$2.2M
Traphagen Investment Advisors LLC7,177
0.1% of portfolio›$2.2M
Client 1ST Advisory Group, LLC7,139
0.5% of portfolio›$2.1M
Wedbush Securities Inc7,137
0.1% of portfolio›$2.1M
Spire Wealth Management7,043
0.1% of portfolio›$2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd6,989
0.0% of portfolio›$2.1M
Sweeney & Michel, LLC6,931
0.6% of portfolio›$2.1M
Certuity, LLC6,841
0.1% of portfolio›$2.1M
Redwood Financial Network Corp6,663
1.1% of portfolio›$2.0M
SeaCrest Wealth Management, LLC6,569
0.2% of portfolio›$2.0M
JSF Financial, LLC6,555
0.3% of portfolio›$2.0M
NorthLanding Financial Partners, LLC6,457
1.4% of portfolio›$1.9M
EPG Wealth Management LLC6,445
0.4% of portfolio›$1.9M
Strategic Blueprint, LLC6,236
0.1% of portfolio›$1.9M
Y-Intercept (Hong Kong) Ltd6,228
0.0% of portfolio›$1.9M
Independent Financial Group, LLC6,141
0.0% of portfolio›$1.8M
Canton Hathaway, LLC5,915
0.3% of portfolio›$1.8M
Global Financial Private Client, LLC5,857
0.5% of portfolio›$1.8M
Palacios Wealth Management, LLC5,834
0.9% of portfolio›$1.8M
Diversify Advisory Services, LLC5,726
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC5,726
0.0% of portfolio›$1.7M
Csenge Advisory Group5,626
0.1% of portfolio›$1.7M
Park Avenue Securities LLC5,394
0.0% of portfolio›$1.6M
Simplicity Wealth,LLC5,245
0.0% of portfolio›$1.6M
Ashton Thomas Private Wealth, LLC5,112
0.0% of portfolio›$1.5M
Wealthcare Advisory Partners LLC5,063
0.0% of portfolio›$1.5M
Forte Asset Management LLC4,967
0.6% of portfolio›$1.5M
CoreCap Advisors, LLC4,956
0.0% of portfolio›$1.5M
Wiser Wealth Management, Inc4,920
0.3% of portfolio›$1.5M
Daymark Wealth Partners, LLC4,914
0.0% of portfolio›$1.5M
Wealthstar Advisors, LLC4,900
0.4% of portfolio›$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,871
0.0% of portfolio›$1.5M
Sanchez Gaunt Capital Management, LLC4,774
0.8% of portfolio›$1.4M
Uhlmann Price Securities, LLC4,632
0.1% of portfolio›$1.4M
PUREfi Wealth, LLC4,515
0.6% of portfolio›$1.4M
Williams & Novak Wealth Management, LLC4,472
0.8% of portfolio›$1.3M
HB Wealth Management, LLC4,416
0.0% of portfolio›$1.3M
Sovran Advisors, LLC4,333
0.1% of portfolio›$1.3M
WealthPlan Investment Management, LLC4,204
0.1% of portfolio›$1.3M
Almanack Investment Partners, Llc.4,179
0.2% of portfolio›$1.3M
Retirement Planning Group, LLC4,057
0.0% of portfolio›$1.2M
Keeler & Nadler Financial Planning & Wealth Management4,000
0.3% of portfolio›$1.2M
Thrivent Financial for Lutherans3,937
0.0% of portfolio›$1.2M
Mcrae Capital Management Inc3,692
0.2% of portfolio›$1.1M
Pinnacle Wealth Planning Services, Inc.3,683
0.1% of portfolio›$1.1M
Flagship Harbor Advisors, LLC3,640
0.0% of portfolio›$1.1M
Laurel OAK Wealth Management, LLC3,577
0.2% of portfolio›$1.1M
Brookstone Capital Management3,464
0.0% of portfolio›$1.0M
Verus Capital Partners, LLC3,283
0.1% of portfolio›$985.1K
Instrumental Wealth, LLC3,252
0.5% of portfolio›$975.7K
Sage Mountain Advisors LLC3,217
0.1% of portfolio›$965.4K
Burke & Herbert Bank & Trust Co3,198
0.2% of portfolio›$959.6K
Compass Financial Management LLC3,160
0.1% of portfolio›$948.1K
Citizens Financial Group Inc3,147
0.0% of portfolio›$944.4K
Dynamic Advisor Solutions LLC3,136
0.0% of portfolio›$941.0K
Alchemi Wealth, LLC3,124
0.4% of portfolio›$937.4K
Lifelong Wealth Advisors, Inc.3,101
0.2% of portfolio›$930.4K
PKS Advisory Services, LLC3,037
0.1% of portfolio›$867.9K
Ashurst Perkins Coie Trust Co3,025
0.1% of portfolio›$907.7K
Mather Group, Llc.3,011
0.0% of portfolio›$903.5K
Diversified Enterprises, LLC3,000
0.0% of portfolio›$900.2K
Adirondack Trust Co2,980
0.3% of portfolio›$894.1K
Tandem Capital Management Corp2,969
0.4% of portfolio›$890.9K
Valley Brook Capital Group, Inc.2,943
0.5% of portfolio›$883.2K
BCS Wealth Management2,921
0.2% of portfolio›$876.5K
KCM Investment Advisors LLC2,845
0.0% of portfolio›$853.7K
Mission Wealth Management, LP2,783
0.0% of portfolio›$835.1K
LJI Wealth Management, LLC2,745
0.1% of portfolio›$823.7K
D'Orazio & Associates, Inc.2,735
0.1% of portfolio›$820.6K
Cherry Tree Wealth Management, LLC2,721
0.2% of portfolio›$816.5K
Omni 360 Wealth, Inc.2,714
0.4% of portfolio›$814.4K
Horst & Graben Wealth Management LLC2,695
0.1% of portfolio›$808.6K
Ehrlich Financial Group2,688
0.4% of portfolio›$806.4K
Keybank National Association2,647
0.0% of portfolio›$794.3K
Root Financial Partners, LLC2,580
0.0% of portfolio›$774.1K
Tranquility Partners, LLC2,554
0.3% of portfolio›$766.4K
Athena Wealth Management, LLC2,527
0.5% of portfolio›$758.2K
Lebenthal Global Advisors, LLC2,480
0.1% of portfolio›$744.1K
StoneX Group Inc.2,457
0.0% of portfolio›$710.9K
Interchange Capital Partners, LLC2,424
0.1% of portfolio›$727.3K
Calamos Wealth Management LLC2,422
0.0% of portfolio›$726.7K
Midwest Heritage Bank, FSB2,342
0.2% of portfolio›$702.7K
Howard Financial Services, Ltd.2,340
0.1% of portfolio›$702.1K
Asset One Wealth Management LLC2,268
0.1% of portfolio›$680.5K
Capital Management Associates, Inc2,260
0.1% of portfolio›$678.1K
Three Magnolias Financial Advisors, LLC2,250
0.4% of portfolio›$675.1K
Cassaday & Co Wealth Management LLC2,240
0.0% of portfolio›$672.1K
BIP Wealth, LLC2,236
0.0% of portfolio›$671.1K
Independent Wealth Network Inc.2,176
0.2% of portfolio›$653.1K
Cornell Pochily Investment Advisors, Inc.2,154
0.2% of portfolio›$646.4K
VCI Wealth Management LLC2,150
0.2% of portfolio›$645.1K
Leo Wealth, LLC2,150
0.1% of portfolio›$645.3K
B. Riley Wealth Advisors, Inc.2,134
0.0% of portfolio›$640.3K
Everett Harris & Co2,050
0.0% of portfolio›$615.1K
Accelerate Investment Advisors LLC2,047
0.3% of portfolio›$614.4K
TFC Financial Management, Inc.2,038
0.1% of portfolio›$611.5K
First Horizon Corp2,032
0.0% of portfolio›$609.7K
Gaddis Premier Wealth Advisors LLC2,028
0.3% of portfolio›$608.5K
Altus Wealth Group LLC2,011
0.2% of portfolio›$603.4K
Wedmont Private Capital1,990
0.0% of portfolio›$604.6K
Balance Wealth Partners LLC1,948
0.1% of portfolio›$584.5K
Cape Investment Advisory, Inc.1,916
0.1% of portfolio›$575.0K
NWF Advisory Services Inc.1,874
0.1% of portfolio›$562.4K
Rosenberg Matthew Hamilton1,862
0.1% of portfolio›$558.7K
Signaturefd, LLC1,853
0.0% of portfolio›$555.9K
Blue Trust, Inc.1,850
0.0% of portfolio›$555.0K
Magnolia Capital Management LTD1,840
1.8% of portfolio›$552.0K
Rise Advisors, LLC1,821
0.2% of portfolio›$546.3K
Willis Johnson Wealth, Inc.1,812
0.0% of portfolio›$543.9K
Selective Wealth Management, Inc.1,802
0.1% of portfolio›$526.1K
True Link Financial Advisors, LLC1,800
0.0% of portfolio›$540.1K
Monte Financial Group, LLC1,798
0.2% of portfolio›$539.5K
HUB Investment Partners, LLC1,778
0.0% of portfolio›$533.6K
Galvin, Gaustad & Stein, LLC1,775
0.0% of portfolio›$532.7K
Sowell Financial Services LLC1,739
0.0% of portfolio›$521.9K
International Assets Investment Management, LLC1,728
0.0% of portfolio›$524.1K
Swmg, LLC1,725
0.1% of portfolio›$488.3K
Valeo Financial Advisors, LLC1,720
0.0% of portfolio›$516.1K
Pathway Financial Advisers, LLC1,667
0.1% of portfolio›$500.3K
Apollon Wealth Management, LLC1,655
0.0% of portfolio›$496.6K
Facet Wealth, Inc.1,652
0.0% of portfolio›$495.7K
Centurion Wealth Management LLC1,618
0.1% of portfolio›$485.6K
Lineweaver Wealth Advisors, LLC1,577
0.1% of portfolio›$473.3K
SpringVest Wealth Management LLC1,564
0.3% of portfolio›$469.3K
Parsons Capital Management Inc1,560
0.0% of portfolio›$468.1K
Sagespring Wealth Partners, LLC1,550
0.0% of portfolio›$465.0K
MLG Wealth Management DBA Pine Grove Financial Group1,549
0.0% of portfolio›$464.8K
Greenleaf Trust1,529
0.0% of portfolio›$458.8K
MCF Advisors LLC1,510
0.0% of portfolio›$453.0K
Barlow Wealth Partners, LLC1,492
0.0% of portfolio›$462.4K
Strengthening Families & Communities, LLC1,487
0.1% of portfolio›$446.1K
Fifth Third Securities, Inc.1,483
0.0% of portfolio›$445.0K
Piscataqua Savings Bank1,473
0.3% of portfolio›$442.0K
Verdence Capital Advisors LLC1,473
0.0% of portfolio›$441.9K
WBH Advisory Inc1,453
0.0% of portfolio›$436.0K
Kwmg, LLC1,448
0.0% of portfolio›$434.5K
Creative Financial Designs Inc1,441
0.0% of portfolio›$432.3K
Frank, Rimerman Advisors LLC1,420
0.0% of portfolio›$426.1K
Busey Bank1,408
0.0% of portfolio›$422.5K
AlphaCore Capital LLC1,398
0.0% of portfolio›$419.5K
Mascoma Wealth Management LLC1,365
0.1% of portfolio›$409.6K
Moneco Advisors, LLC1,362
0.0% of portfolio›$408.7K
Cornerstone Wealth Group, LLC1,341
0.0% of portfolio›$402.4K
XY Planning Network, Inc.1,339
0.0% of portfolio›$401.9K
Michels Family Financial, LLC1,333
0.2% of portfolio›$400.1K
Fortress Financial Solutions, LLC1,323
0.3% of portfolio›$396.9K
Investmark Advisory Group LLC1,313
0.1% of portfolio›$394.0K
Capital Investment Advisors, LLC1,303
0.0% of portfolio›$390.8K
Abound Wealth Management1,303
0.1% of portfolio›$391.0K
RM Financial Services, LLC1,301
0.3% of portfolio›$390.4K
GGM Financial LLC1,300
0.1% of portfolio›$390.1K
Ipsen Advisor Group LLC1,271
0.3% of portfolio›$381.3K
Veltria Advisors Corp.1,266
0.5% of portfolio›$379.9K
Krilogy Financial LLC1,260
0.0% of portfolio›$380.4K
KW Wealth Management LLC1,204
0.3% of portfolio›$361.5K
RVW Wealth, LLC1,199
0.0% of portfolio›$359.8K
Choreo, LLC1,160
0.0% of portfolio›$346.4K
Concord Wealth Partners1,158
0.0% of portfolio›$347.5K
Strategic Point Investment Advisors, LLC1,155
0.0% of portfolio›$346.6K
MY Wealth Management Inc.1,128
0.2% of portfolio›$338.5K
Tower Trust & Investment Co1,105
0.2% of portfolio›$331.6K
McGlone Suttner Wealth Management, Inc.1,101
0.0% of portfolio›$330.2K
Riggs Asset Managment Co. Inc.1,076
0.1% of portfolio›$322.9K
Integrity Advisory Solutions, LLC1,064
0.0% of portfolio›$319.4K
TSA Wealth Managment LLC1,058
0.1% of portfolio›$317.5K
Thrive Capital Management, LLC1,050
0.1% of portfolio›$315.1K
Colton Groome Financial Advisors, LLC1,045
0.1% of portfolio›$313.6K
Financial Council, LLC1,036
0.1% of portfolio›$310.9K
Moody Lynn Lieberson & Walker, LLC1,028
0.0% of portfolio›$308.5K
Allspring Global Investments Holdings, LLC1,013
0.0% of portfolio›$307.2K
Elwood & Goetz Wealth Advisory Group, LLC1,012
0.0% of portfolio›$303.7K
Lodestone Wealth Management LLC993
0.1% of portfolio›$298.1K
Physician Wealth Advisors, Inc.993
0.0% of portfolio›$298.0K
Amplius Wealth Advisors, LLC983
0.0% of portfolio›$295.0K
Trust Point Inc.971
0.0% of portfolio›$291.4K
VestGen Advisors, LLC947
0.0% of portfolio›$284.3K
Venture Visionary Partners LLC925
0.0% of portfolio›$277.6K
Ridgecrest Wealth Partners, LLC906
0.1% of portfolio›$271.9K
M Holdings Securities, Inc.900
0.0% of portfolio›$246
Plante Moran Financial Advisors, LLC896
0.0% of portfolio›$268.9K
North Star Investment Management Corp.890
0.0% of portfolio›$267.1K
Rossby Financial, LCC884
0.0% of portfolio›$265.3K
IFC & Insurance Marketing, Inc.874
0.2% of portfolio›$262.1K
Private Trust Co NA874
0.0% of portfolio›$262.3K
Fulcrum Equity Management866
0.2% of portfolio›$259.8K
Obermeyer Wealth Partners866
0.0% of portfolio›$259.9K
Keystone Wealth Services, LLC864
0.0% of portfolio›$257.6K
Regions Financial Corp863
0.0% of portfolio›$259.0K
Smith Chas P & Associates PA Cpas860
0.0% of portfolio›$243.8K
Modera Wealth Management, LLC846
0.0% of portfolio›$253.9K
Soundwatch Capital LLC841
0.0% of portfolio›$257.6K
Hazlett, Burt & Watson, Inc.837
0.1% of portfolio›$251.0K
Integral Investment Advisors, Inc.836
0.1% of portfolio›$250.9K
Roman Butler Fullerton & Co815
0.1% of portfolio›$234.2K
Endowment Wealth Management, Inc.802
0.1% of portfolio›$240.5K
Stone House Investment Management, LLC801
0.0% of portfolio›$240.3K
Dakota Community Bank & Trust NA800
0.7% of portfolio›$240.0K
Peak Financial Management, Inc.778
0.1% of portfolio›$233.5K
Walser Wealth Management Company, A Ltd Liability Co771
0.1% of portfolio›$231.3K
Indivisible Partners767
0.0% of portfolio›$230.1K
Sugar Maple Asset Management, LLC750
0.1% of portfolio›$225.0K
Ballast Rock Private Wealth LLC740
0.1% of portfolio›$222.0K
Avidian Wealth Enterprises, LLC735
0.0% of portfolio›$220.5K
Perigon Wealth Management, LLC733
0.0% of portfolio›$219.8K
Legacy Solutions, LLC727
0.2% of portfolio›$218.1K
Guild Investment Management, Inc.725
0.1% of portfolio›$217.5K
World Equity Group, Inc.724
0.1% of portfolio›$217.2K
Able Wealth Management LLC723
0.0% of portfolio›$223.0K
Sentinel Pension Advisors, LLC720
0.0% of portfolio›$216.0K
Schmidt P J Investment Management Inc717
0.0% of portfolio›$215.1K
Rede Wealth, LLC717
0.1% of portfolio›$215.1K
Royal Fund Management, LLC706
0.0% of portfolio›$211.9K
Evolution Wealth Advisors, LLC705
0.0% of portfolio›$211.5K
Kingsbury Capital Investment Advisors LLC705
0.2% of portfolio›$211.6K
Summit Place Financial Advisors, LLC700
0.1% of portfolio›$210.0K
Gryphon Financial Partners LLC693
0.0% of portfolio›$207.8K
Silver Grove Financial Group, Inc.683
0.1% of portfolio›$205.1K
Stablepoint Partners, LLC682
0.0% of portfolio›$204.6K
Signature Wealth Management Partners, LLC675
0.1% of portfolio›$202.5K
Platform Technology Partners674
0.0% of portfolio›$202.2K
Montis Financial, LLC669
0.0% of portfolio›$200.6K
Curran Financial Partners, LLC667
0.0% of portfolio›$200.1K
Acumen Wealth Advisors, LLC657
0.0% of portfolio›$197.2K
Financial Management Professionals, Inc.648
0.0% of portfolio›$194.4K
Moisand Fitzgerald Tamayo, LLC609
0.0% of portfolio›$182.7K
Main Street Group, LTD606
0.0% of portfolio›$181.7K
Trust Co of Vermont591
0.0% of portfolio›$177.3K
IFS Advisors, LLC565
0.1% of portfolio›$169.7K
New England Capital Financial Advisors LLC546
0.0% of portfolio›$163.7K
Country Trust Bank500
0.0% of portfolio›$150.0K
Belvedere Trading LLC464
0.0% of portfolio›$139.2K
High Note Wealth, LLC450
0.0% of portfolio›$135.0K
Caldwell Trust Co346
0.0% of portfolio›$103.8K
Latitude Advisors, LLC344
0.0% of portfolio›$103.2K
Gables Capital Management Inc.340
0.0% of portfolio›$102.0K
Barnes Dennig Private Wealth Management LLC317
0.1% of portfolio›$95.1K
Lanark Financial, Inc.300
0.0% of portfolio›$90.0K
Glass Jacobson Investment Advisors llc285
0.0% of portfolio›$85.4K
Bokf, NA268
0.0% of portfolio›$80.4K
Holos Integrated Wealth LLC240
0.0% of portfolio›$69.0K
Heritage Family Offices, LLP232
0.0% of portfolio›$69.6K
Signature Resources Capital Management, LLC201
0.0% of portfolio›$60.3K
Mainstream Capital Management LLC197
0.0% of portfolio›$59.1K
Chilton Capital Management LLC180
0.0% of portfolio›$54.0K
Valley National Advisers Inc178
0.0% of portfolio›$53.4K
Larson Financial Group LLC172
0.0% of portfolio›$51.6K
Pension & Wealth Management Advisors, Inc.166
0.0% of portfolio›$49.8K
Blueline Advisors LLC164
0.0% of portfolio›$49.3K
Salomon & Ludwin, LLC133
0.0% of portfolio›$39.9K
EverSource Wealth Advisors, LLC112
0.0% of portfolio›$33.7K
Roxbury Financial LLC106
0.0% of portfolio›$31.8K
McCarley & Cook Financial Planners103
0.0% of portfolio›$30.9K
Barrett & Company, Inc.96
0.0% of portfolio›$28.7K
Pillar Financial Advisors, LLC89
0.0% of portfolio›$26.7K
Harbor Asset Planning, Inc.81
0.0% of portfolio›$24.4K
Ascentis Independent Advisors79
0.0% of portfolio›$23.7K
Capital Investment Counsel, Inc73
0.0% of portfolio›$21.9K
Provenance Wealth Advisors, LLC68
0.0% of portfolio›$20.4K
Capital Advisors, Ltd. LLC60
0.0% of portfolio›$18.0K
Gen-Wealth Partners Inc57
0.0% of portfolio›$17.1K
Hoey Investments, Inc56
0.0% of portfolio›$16.8K
Brown, Lisle Ings, Inc.54
0.0% of portfolio›$16.2K
Pinnacle Bancorp, Inc.53
0.0% of portfolio›$15.9K
Archer Investment Corp52
0.0% of portfolio›$15.6K
CKW Financial Group50
0.0% of portfolio›$15.0K
Jnba Financial Advisors49
0.0% of portfolio›$14.7K
Nova Financial LLC48
0.0% of portfolio›$14.4K
DecisionPoint Financial, LLC46
0.0% of portfolio›$14.0K
Morton Brown Family Wealth, LLC45
0.0% of portfolio›$13.6K
TD Waterhouse Canada Inc.40
0.0% of portfolio›$12.1K
Avion Wealth38
0.0% of portfolio›$11
GK Wealth Management LLC33
0.0% of portfolio›$9.9K
PFS Partners, LLC31
0.0% of portfolio›$9.2K
Tower View Wealth Management LLC30
0.0% of portfolio›$9.1K
Triumph Capital Management30
0.0% of portfolio›$9.0K
Wolff Wiese Magana LLC29
0.0% of portfolio›$8.7K
Strategic Advocates LLC25
0.0% of portfolio›$7.5K
Princeton Global Asset Management LLC18
0.0% of portfolio›$5.4K
Chapman Financial Group, LLC16
0.0% of portfolio›$4.9K
Rydar Equities, Inc.16
0.0% of portfolio›$5.0K
Birchbrook, Inc.14
0.0% of portfolio›$4.2K
Contravisory Investment Management, Inc.10
0.0% of portfolio›$3.0K
Trust Co9
0.0% of portfolio›$2.7K
Midwest Capital Advisors, LLC3
0.0% of portfolio›$904
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$1.1M
StyleTurnoverLocationFiled
Lido Advisors, LLC
2,145,522$643.8M1.6%GrowthLowLos Angeles, CA2026-11-04
AGF Management LTD
777,306$233.2M1.0%GrowthHighToronto, Australia2026-11-03
Commonwealth Equity Services, LLC
549,761$165.0M0.2%ETFLowWaltham, MA2026-11-02
Kestra Investment Management, LLC
339,699$101.9M1.9%ETFMediumAustin, TX2026-11-04
Kestra Advisory Services, LLC
270,806$81.3M0.2%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
259,270$77.8M0.4%ETFLowFairfield, IA2026-11-02
TBH Global Asset Management, LLC
157,695$11.5M2.0%CoreHighBrentwood, TN2026-11-03
Independence Financial Advisors, LLC
150,522$45.2M11.3%ETFMediumFranklin, NH2026-10-08
Vicus Capital
115,836$34.8M2.2%ETFMediumState College, PA2026-11-05
Prime Capital Investment Advisors, LLC
106,409$31.9M0.3%ETFLowOverland Park, KS2026-10-20
Yoder Wealth Management, Inc.
105,929$31.8M12.0%ETFLowWalnut Creek, CA2026-10-13
PFG Advisors
102,774$30.8M1.6%ETFMediumPhoenix, AZ2026-10-16
Financial Partners Group, Inc
102,270$30.7M3.2%ETFLowOverland Park, KS2026-10-19
Citigroup Inc
94,451$28.3M0.0%CoreMediumNew York, NY2026-11-04
Fischer Financial Services, Inc.
87,863$26.4M6.5%GrowthVery LowHarrisburg, PA2026-10-30
SteelPeak Wealth, LLC
85,540$25.7M0.6%GrowthHighWoodland Hills, CA2026-10-16
Marotta Asset Management
75,679$22.7M3.9%ETFLowCharlottesville, VA2026-10-02
Kraft, Davis & Associates, LLC
74,187$21.4M4.5%ETFMediumSt. Louis, MO2026-10-21
Parallel Advisors, LLC
67,274$20.2M0.3%IndexLowSan Francisco, CA2026-11-03
Armor Investment Advisors, LLC
54,452$16.3M5.3%ETFLowRaleigh, NC2026-10-27
Creative Planning
51,307$15.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Smith Salley Wealth Management
45,153$13.5M0.6%GrowthLowGreensboro, NC2026-11-03
Clear Wave Wealth Management LLC
42,844$12.9M2.2%ETFN/ARed Bank, NJ2026-11-04
Primoris Wealth Advisors, LLC
40,825$12.3M5.7%GrowthMediumNorth Palm Beach, FL2026-10-28
Claro Advisors Inc.
38,542$11.6M1.1%CoreLowBoston, MA2026-11-02
Traynor Capital Management, Inc.
38,471$11.5M0.5%GrowthLowMalvern, PA2026-10-29
Signal Advisors Wealth, LLC
37,732$11.3M0.5%ETFLowDetroit, MI2026-10-13
Assetmark, Inc
36,576$11.0M0.0%ETFLowConcord, CA2026-10-21
CX Institutional
35,643$10.7K0.3%CoreMediumAuburn, IN2026-10-02
Grimes & Co Wealth Management, LLC
34,876$10.5M0.2%CoreLowWestborough, MA2026-10-29
Crumly & Associates Inc.
33,360$10.0M1.8%ETFMediumSpringfield, IL2026-10-07
Go Invest LLC
32,680$9.8M2.1%ETFN/AWest Jordan, UT2026-10-09
Sterling Investment Counsel, LLC
32,245$9.7M2.2%GrowthLowBuffalo, NY2026-10-19
Southern Capital Advisors, LLC
31,930$9.6M3.6%ETFLowJackson, TN2026-10-26
Kestra Private Wealth Services, LLC
30,839$9.3M0.1%GrowthLowAustin, TX2026-10-30
Sigma Planning Corp
30,473$9.1M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Meridian Wealth Management, LLC
29,515$8.9M0.3%GrowthLowLexington, KY2026-11-05
Financial Perspectives, Inc
29,507$8.9M2.1%GrowthVery LowMinneapolis, MN2026-11-03
High Point Wealth Management, LLC
29,339$8.8M7.0%ETFLowChester, NJ2026-11-05
Aspetuck Financial Management LLC
28,879$8.7M5.5%GrowthVery LowWestport, CT2026-11-04
KDK Private Wealth Management, LLC
27,407$8.2M6.5%ETFVery LowHouston, TX2026-11-03
Brighton Jones LLC
26,355$7.9M0.1%CoreVery LowSeattle, WA2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
26,217$7.9M8.8%GrowthMediumLincolnshire, IL2026-10-28
Capital Planning LLC
26,194$7.9M2.1%ETFLowBellevue, WA2026-10-09
Bank of New York Mellon Corp
25,203$7.6M0.0%CoreLowNew York, NY2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
24,486$7.3M0.4%YieldLowNew York, NY2026-10-21
Northwest Wealth Advisors, LLC
24,296$7.3M3.6%ETFVery LowBellingham, WA2026-11-02
Wealth Enhancement Advisory Services, LLC
23,203$7.0M0.0%CoreLowPlymouth, MN2026-10-13
Lynch & Associates
22,540$6.8M1.0%CoreVery LowEvansville, IN2026-10-13
Beaumont Financial Advisors, LLC
21,785$6.5M0.4%GrowthMediumNeedham, MA2026-10-22
Integrated Advisors Network LLC
21,136$6.3M0.3%GrowthMediumDallas, TX2026-10-20
Integrity Alliance, Llc.
20,219$6.1M0.2%ETFMediumUrbandale, IA2026-10-29
Chicago Partners Investment Group LLC
19,920$5.7M0.1%GARPLowChicago, IL2026-10-27
Fingerlakes Wealth Management, Inc.
19,626$5.9M3.1%ETFVery LowIthaca, NY2026-11-04
Smith Shellnut Wilson LLC
18,907$5.7M2.2%CoreVery LowRidgeland, MS2026-10-21
Heck Capital Advisors, LLC
18,563$5.6M0.3%ETFMediumRhinelander, WI2026-10-14
Mokosak Advisory Group, LLC
18,242$5.5M1.2%ETFVery LowUrbandale, IA2026-10-20
Prospera Financial Services Inc
18,173$5.1M0.1%CoreMediumDallas, TX2026-11-04
SAX Wealth Advisors, LLC
17,550$5.3M0.2%ETFVery LowParsippany, NJ2026-10-13
Succession Financial, Inc.
17,483$5.2M5.0%ETFN/AMckinney, TX2026-10-14
Alliance Private Wealth, LLC
17,256$5.2M1.9%ETFVery LowNorth Reading, MA2026-10-20
Axxcess Wealth Management, LLC
17,090$5.1M0.2%CoreLowCarlsbad, CA2026-10-21
Dahring | Cusmano LLC
16,647$5.0M2.3%ETFLowNovi, MI2026-11-03
Secure Asset Management, LLC
16,342$4.9M0.7%GrowthMediumTroy, MI2026-10-19
American National Bank & Trust
16,010$4.8M0.4%CoreVery LowWichita Falls, TX2026-10-07
Investment Management Corp
15,903$4.8M3.8%ETFMediumRoanoke, VA2026-11-03
Samalin Investment Counsel, LLC
15,583$4.7M1.5%YieldMediumChappaqua, NY2026-10-23
Visionary Wealth Advisors
15,264$4.6M0.2%ETFLowO'Fallon, IL2026-11-04
Davenport & Co LLC
15,141$4.5M0.0%CoreMediumRichmond, VA2026-10-14
Eley Financial Management, Inc
14,741$4.4M1.4%ETFVery LowSouth Burlington, VT2026-11-03
Maltin Wealth Management, Inc.
13,646$4.1M1.3%ETFMediumRidgewood, NJ2026-10-13
Certified Advisory Corp
13,312$4.0M0.3%ETFLowAltamonte Springs, FL2026-10-29
Atria Investments, Inc
12,833$3.9M0.0%CoreMediumCharlotte, NC2026-10-15
Farther Finance Advisors, LLC
12,475$3.7M0.0%IndexLowSan Francisco, CA2026-10-08
Northbridge Financial Group, LLC
12,424$3.9M1.3%GrowthLowTampa, FL2026-11-05
Concurrent Investment Advisors, LLC
12,321$3.7M0.0%GrowthMediumTampa, FL2026-10-16
Golden State Wealth Management, LLC
12,127$3.6M0.3%ETFMediumSanta Ana, CA2026-11-02
Elevation Point Wealth Partners, LLC
11,272$3.4M0.1%CoreHighDenver, CO2026-11-05
New York Life Investment Management LLC
11,213$3.4M0.0%GrowthLowNew York, NY2026-11-04
Acorn Financial Advisory Services Inc
10,949$3.3M0.4%ETFMediumReston, VA2026-11-02
Cooper Financial Group
10,541$3.2M0.3%GrowthMediumIrvine, CA2026-10-07
Atlas Brown,Inc.
10,453$3.1M0.8%GrowthLowLouisville, KY2026-10-09
Hippocratic Financial Advisors, LLC
10,079$3.0M1.2%ETFLowWestlake Village, CA2026-10-13
Summit Wealth Group LLC / Co
10,013$3.0M0.2%ETFHighColorado Springs, CO2026-10-29
RFG Advisory, LLC
9,980$3.0M0.0%ETFMediumBirmingham, AL2026-11-03
BridgePort Financial Solutions, LLC
9,837$3.0M0.7%ETFLowFairfield, IA2026-11-02
IFP Advisors, Inc
9,774$2.9M0.1%GrowthLowTampa, FL2026-10-16
Vise Technologies, Inc.
9,547$2.9M0.0%IndexLowNew York, NY2026-10-29
Victory Financial Group, LLC
9,348$2.8M0.3%ETFLowAustin, TX2026-10-27
Focus Financial Network, Inc.
8,414$2.5M0.1%ETFLowMinneapolis, MN2026-10-14
Avior Wealth Management, LLC
8,097$2.4M0.1%ETFMediumOmaha, NE2026-10-13
Soltis Investment Advisors LLC
8,094$2.4M0.1%CoreMediumSt. George, UT2026-10-28
Duncker Streett & Co Inc
7,981$2.4M0.4%GrowthLowSt. Louis, MO2026-10-27
MGO One Seven LLC
7,980$2.4M0.0%GrowthLowBeachwood, OH2026-10-28
Cap Partners, LLC
7,977$2.4M1.1%ETFLowFranklin, TN2026-10-19
Truist Financial Corp
7,923$2.4M0.0%CoreLowCharlotte, NC2026-10-30
JBR Co Financial Management Inc
7,787$2.2M0.8%GrowthLowArdmore, OK2026-10-13
Elm3 Financial Group, LLC
7,451$2.2M1.5%GrowthMediumAlpharetta, GA2026-10-07
Robertson Stephens Wealth Management, LLC
7,276$2.2M0.1%ETFMediumSan Francisco, CA2026-10-16
Silver Lake Advisory, LLC
7,211$2.2M0.8%CoreLowCottonwood Heights, UT2026-10-22
Investors Research Corp
7,211$2.2M0.4%ETFLowAtlanta, GA2026-10-07
Traphagen Investment Advisors LLC
7,177$2.2M0.1%ETFLowOradell, NJ2026-10-14
Client 1ST Advisory Group, LLC
7,139$2.1M0.5%ETFVery LowDunedin, FL2026-10-19
Wedbush Securities Inc
7,137$2.1M0.1%CoreLowPasadena, CA2026-10-22
Spire Wealth Management
7,043$2.1M0.1%GrowthMediumMclean, VA2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
6,989$2.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Sweeney & Michel, LLC
6,931$2.1M0.6%ETFVery LowChico, CA2026-10-16
Certuity, LLC
6,841$2.1M0.1%GARPLowNorth Palm Beach, FL2026-11-02
Redwood Financial Network Corp
6,663$2.0M1.1%ETFLowSolon, OH2026-11-03
SeaCrest Wealth Management, LLC
6,569$2.0M0.2%GrowthLowPurchase, NY2026-10-21
JSF Financial, LLC
6,555$2.0M0.3%ETFMediumLos Angeles, CA2026-10-22
NorthLanding Financial Partners, LLC
6,457$1.9M1.4%ETFLowRochester, NY2026-10-15
EPG Wealth Management LLC
6,445$1.9M0.4%GrowthLowAtlanta, GA2026-11-03
Strategic Blueprint, LLC
6,236$1.9M0.1%ETFLowAtlanta, GA2026-10-22
Y-Intercept (Hong Kong) Ltd
6,228$1.9M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Independent Financial Group, LLC
6,141$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Canton Hathaway, LLC
5,915$1.8M0.3%ValueLowProvidence, RI2026-10-23
Global Financial Private Client, LLC
5,857$1.8M0.5%GrowthLowSarasota, FL2026-10-15
Palacios Wealth Management, LLC
5,834$1.8M0.9%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Diversify Advisory Services, LLC
5,726$1.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
5,726$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Csenge Advisory Group
5,626$1.7M0.1%ETFMediumClearwater, FL2026-11-04
Park Avenue Securities LLC
5,394$1.6M0.0%ETFMediumNew York, NY2026-10-26
Simplicity Wealth,LLC
5,245$1.6M0.0%ETFLowSummit, NJ2026-10-23
Ashton Thomas Private Wealth, LLC
5,112$1.5M0.0%CoreMediumScottsdale, AZ2026-11-03
Wealthcare Advisory Partners LLC
5,063$1.5M0.0%ETFLowWest Chester, PA2026-10-21
Forte Asset Management LLC
4,967$1.5M0.6%ETFLowBedford, NY2026-10-13
CoreCap Advisors, LLC
4,956$1.5M0.0%ETFMediumSouthfield, MI2026-10-08
Wiser Wealth Management, Inc
4,920$1.5M0.3%ETFVery LowMarietta, GA2026-10-14
Daymark Wealth Partners, LLC
4,914$1.5M0.0%CoreLowCincinnati, OH2026-11-04
Wealthstar Advisors, LLC
4,900$1.5M0.4%ETFMediumPlano, TX2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,871$1.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Sanchez Gaunt Capital Management, LLC
4,774$1.4M0.8%ETFN/AReno, NV2026-11-03
Uhlmann Price Securities, LLC
4,632$1.4M0.1%Agg GrowthLowSkokie, IL2026-11-03
PUREfi Wealth, LLC
4,515$1.4M0.6%GrowthMediumBoston, MA2026-10-19
Williams & Novak Wealth Management, LLC
4,472$1.3M0.8%ETFMediumWestlake Village, CA2026-10-09
HB Wealth Management, LLC
4,416$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Sovran Advisors, LLC
4,333$1.3M0.1%ETFMediumSan Diego, CA2026-11-02
WealthPlan Investment Management, LLC
4,204$1.3M0.1%GrowthMediumOmaha, NE2026-10-15
Almanack Investment Partners, Llc.
4,179$1.3M0.2%ETFMediumNewtown Square, PA2026-11-03
Retirement Planning Group, LLC
4,057$1.2M0.0%ETFVery LowLeawood, KS2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
4,000$1.2M0.3%ETFLowDublin, OH2026-10-28
Thrivent Financial for Lutherans
3,937$1.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Mcrae Capital Management Inc
3,692$1.1M0.2%CoreLowMorristown, NJ2026-10-15
Pinnacle Wealth Planning Services, Inc.
3,683$1.1M0.1%GARPLowMansfield, OH2026-10-27
Flagship Harbor Advisors, LLC
3,640$1.1M0.0%ETFMediumBoston, MA2026-10-26
Laurel OAK Wealth Management, LLC
3,577$1.1M0.2%GrowthLowMarlton, NJ2026-10-19
Brookstone Capital Management
3,464$1.0M0.0%ETFMediumWheaton, IL2026-10-22
Verus Capital Partners, LLC
3,283$985.1K0.1%GrowthLowScottsdale, AZ2026-11-03
Instrumental Wealth, LLC
3,252$975.7K0.5%ETFLowTampa, FL2026-10-20
Sage Mountain Advisors LLC
3,217$965.4K0.1%ETFLowAtlanta, GA2026-11-02
Burke & Herbert Bank & Trust Co
3,198$959.6K0.2%CoreVery LowAlexandria, VA2026-11-02
Compass Financial Management LLC
3,160$948.1K0.1%CoreN/ATampa, FL2026-10-30
Citizens Financial Group Inc
3,147$944.4K0.0%GrowthLowProvidence, RI2026-10-23
Dynamic Advisor Solutions LLC
3,136$941.0K0.0%ETFLowPhoenix, AZ2026-10-13
Alchemi Wealth, LLC
3,124$937.4K0.4%CoreLowEssex, CT2026-11-04
Lifelong Wealth Advisors, Inc.
3,101$930.4K0.2%ETFLowArden Hills, MN2026-10-19
PKS Advisory Services, LLC
3,037$867.9K0.1%ETFMediumAlbany, NY2026-10-26
Ashurst Perkins Coie Trust Co
3,025$907.7K0.1%CoreVery LowSeattle, WA2026-10-15
Mather Group, Llc.
3,011$903.5K0.0%ETFMediumChicago, IL2026-10-14
Diversified Enterprises, LLC
3,000$900.2K0.0%ETFVery LowWilmington, DE2026-10-19
Adirondack Trust Co
2,980$894.1K0.3%GrowthLowSaratoga Springs, NY2026-10-14
Tandem Capital Management Corp
2,969$890.9K0.4%CoreLowWoodcliff Lake, NJ2026-10-22
Valley Brook Capital Group, Inc.
2,943$883.2K0.5%GrowthVery LowVenetia, PA2026-10-26
BCS Wealth Management
2,921$876.5K0.2%ETFVery LowJohnson City, TN2026-11-03
KCM Investment Advisors LLC
2,845$853.7K0.0%CoreVery LowGreenbrae, CA2026-10-27
Mission Wealth Management, LP
2,783$835.1K0.0%ETFLowSanta Barbara, CA2026-10-15
LJI Wealth Management, LLC
2,745$823.7K0.1%ETFLowIndianapolis, IN2026-10-28
D'Orazio & Associates, Inc.
2,735$820.6K0.1%ETFLowVienna, VA2026-11-04
Cherry Tree Wealth Management, LLC
2,721$816.5K0.2%ETFVery LowMinnetonka, MN2026-10-15
Omni 360 Wealth, Inc.
2,714$814.4K0.4%ETFLowPlainsboro, NJ2026-10-13
Horst & Graben Wealth Management LLC
2,695$808.6K0.1%ETFMediumPortland, OR2026-11-02
Ehrlich Financial Group
2,688$806.4K0.4%ETFHighLaguna Niguel, CA2026-10-20
Keybank National Association
2,647$794.3K0.0%CoreLowBrooklyn, OH2026-11-04
Root Financial Partners, LLC
2,580$774.1K0.0%ETFMediumEncinitas, CA2026-10-21
Tranquility Partners, LLC
2,554$766.4K0.3%CoreLowBrentwood, TN2026-10-20
Athena Wealth Management, LLC
2,527$758.2K0.5%GARPMediumReno, NV2026-10-09
Lebenthal Global Advisors, LLC
2,480$744.1K0.1%ETFMediumHauppauge, NY2026-10-28
StoneX Group Inc.
2,457$710.9K0.0%ETFMediumNew York, NY2026-11-03
Interchange Capital Partners, LLC
2,424$727.3K0.1%GrowthLowPittsburgh, PA2026-10-28
Calamos Wealth Management LLC
2,422$726.7K0.0%GrowthMediumNaperville, IL2026-11-02
Midwest Heritage Bank, FSB
2,342$702.7K0.2%ETFVery LowWest Des Moines, IA2026-10-26
Howard Financial Services, Ltd.
2,340$702.1K0.1%ETFLowDallas, TX2026-10-15
Asset One Wealth Management LLC
2,268$680.5K0.1%GrowthLowBellevue, WA2026-11-02
Capital Management Associates, Inc
2,260$678.1K0.1%ETFLowMinneapolis, MN2026-10-20
Three Magnolias Financial Advisors, LLC
2,250$675.1K0.4%ETFLowWinston-Salem, NC2026-10-14
Cassaday & Co Wealth Management LLC
2,240$672.1K0.0%ETFVery LowMclean, VA2026-10-27
BIP Wealth, LLC
2,236$671.1K0.0%ETFMediumAtlanta, GA2026-10-22
Independent Wealth Network Inc.
2,176$653.1K0.2%ETFMediumUrbandale, IA2026-10-19
Cornell Pochily Investment Advisors, Inc.
2,154$646.4K0.2%CoreLowIthaca, NY2026-10-19
VCI Wealth Management LLC
2,150$645.1K0.2%CoreHighSt Louis, MO2026-10-29
Leo Wealth, LLC
2,150$645.3K0.1%CoreLowHurst, TX2026-10-26
B. Riley Wealth Advisors, Inc.
2,134$640.3K0.0%GrowthLowMemphis, TN2026-10-13
Everett Harris & Co
2,050$615.1K0.0%CoreVery LowLos Angeles, CA2026-10-28
Accelerate Investment Advisors LLC
2,047$614.4K0.3%ETFLowAliso Viejo, CA2026-11-02
TFC Financial Management, Inc.
2,038$611.5K0.1%ETFVery LowBoston, MA2026-10-26
First Horizon Corp
2,032$609.7K0.0%CoreLowMemphis, TN2026-10-26
Gaddis Premier Wealth Advisors LLC
2,028$608.5K0.3%ETFMediumDurant, OK2026-10-29
Altus Wealth Group LLC
2,011$603.4K0.2%ETFLowColorado Springs, CO2026-10-20
Wedmont Private Capital
1,990$604.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Balance Wealth Partners LLC
1,948$584.5K0.1%ETFMediumWorthington, OH2026-10-27
Cape Investment Advisory, Inc.
1,916$575.0K0.1%ETFLowMcdonough, GA2026-10-13
NWF Advisory Services Inc.
1,874$562.4K0.1%GARPLowLos Angeles, CA2026-10-19
Rosenberg Matthew Hamilton
1,862$558.7K0.1%ETFVery LowGrand Junction, CO2026-10-05
Signaturefd, LLC
1,853$555.9K0.0%IndexLowAtlanta, GA2026-10-23
Blue Trust, Inc.
1,850$555.0K0.0%ETFLowBrentwood, TN2026-10-15
Magnolia Capital Management LTD
1,840$552.0K1.8%GrowthVery LowCold Spring, NY2026-10-09
Rise Advisors, LLC
1,821$546.3K0.2%ETFMediumRochester, NY2026-10-16
Willis Johnson Wealth, Inc.
1,812$543.9K0.0%ETFLowHouston, TX2026-11-03
Selective Wealth Management, Inc.
1,802$526.1K0.1%ETFLowForest, VA2026-10-16
True Link Financial Advisors, LLC
1,800$540.1K0.0%ETFLowSan Francisco, CA2026-10-27
Monte Financial Group, LLC
1,798$539.5K0.2%ValueMediumGuilford, CT2026-11-02
HUB Investment Partners, LLC
1,778$533.6K0.0%GrowthLowAustin, TX2026-11-03
Galvin, Gaustad & Stein, LLC
1,775$532.7K0.0%CoreMediumScottsdale, AZ2026-10-08
Sowell Financial Services LLC
1,739$521.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
International Assets Investment Management, LLC
1,728$524.1K0.0%CoreVery HighOrlando, FL2026-11-02
Swmg, LLC
1,725$488.3K0.1%ETFMediumFort Worth, TX2026-10-23
Valeo Financial Advisors, LLC
1,720$516.1K0.0%ETFLowCarmel, IN2026-10-08
Pathway Financial Advisers, LLC
1,667$500.3K0.1%CoreLowAuburn, IN2026-10-27
Apollon Wealth Management, LLC
1,655$496.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Facet Wealth, Inc.
1,652$495.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Centurion Wealth Management LLC
1,618$485.6K0.1%ETFMediumMclean, VA2026-10-13
Lineweaver Wealth Advisors, LLC
1,577$473.3K0.1%ETFLowValley View, OH2026-10-13
SpringVest Wealth Management LLC
1,564$469.3K0.3%ETFLowDallas, TX2026-10-27
Parsons Capital Management Inc
1,560$468.1K0.0%CoreLowProvidence, RI2026-10-28
Sagespring Wealth Partners, LLC
1,550$465.0K0.0%ETFLowFranklin, TN2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
1,549$464.8K0.0%ETFMediumWoodbury, MN2026-10-13
Greenleaf Trust
1,529$458.8K0.0%CoreLowKalamazoo, MI2026-10-29
MCF Advisors LLC
1,510$453.0K0.0%ETFLowLexington, KY2026-10-28
Barlow Wealth Partners, LLC
1,492$462.4K0.0%CoreMediumLouisville, KY2026-10-15
Strengthening Families & Communities, LLC
1,487$446.1K0.1%CoreMediumBoston, MA2026-10-21
Fifth Third Securities, Inc.
1,483$445.0K0.0%ETFLowCincinnati, OH2026-10-21
Piscataqua Savings Bank
1,473$442.0K0.3%CoreVery LowPortsmouth, NH2026-10-21
Verdence Capital Advisors LLC
1,473$441.9K0.0%CoreMediumHunt Valley, MD2026-10-26
WBH Advisory Inc
1,453$436.0K0.0%ETFLowBaltimore, MD2026-11-05
Kwmg, LLC
1,448$434.5K0.0%ETFVery LowOverland Park, KS2026-10-07
Creative Financial Designs Inc
1,441$432.3K0.0%ETFMediumKokomo, IN2026-11-04
Frank, Rimerman Advisors LLC
1,420$426.1K0.0%GrowthLowPalo Alto, CA2026-10-16
Busey Bank
1,408$422.5K0.0%GrowthVery LowUrbana, IL2026-10-26
AlphaCore Capital LLC
1,398$419.5K0.0%ETFLowLa Jolla, CA2026-11-04
Mascoma Wealth Management LLC
1,365$409.6K0.1%ETFVery LowHanover, NH2026-10-23
Moneco Advisors, LLC
1,362$408.7K0.0%ETFLowFairfield, CT2026-11-05
Cornerstone Wealth Group, LLC
1,341$402.4K0.0%CoreMediumHuntersville, NC2026-11-02
XY Planning Network, Inc.
1,339$401.9K0.0%ETFLowBozeman, MT2026-10-14
Michels Family Financial, LLC
1,333$400.1K0.2%ETFLowFort Worth, TX2026-11-02
Fortress Financial Solutions, LLC
1,323$396.9K0.3%ETFLowTucson, AZ2026-10-14
Investmark Advisory Group LLC
1,313$394.0K0.1%ETFVery LowShelton, CT2026-10-27
Capital Investment Advisors, LLC
1,303$390.8K0.0%CoreLowAtlanta, GA2026-10-22
Abound Wealth Management
1,303$391.0K0.1%ETFVery LowFranklin, TN2026-10-26
RM Financial Services, LLC
1,301$390.4K0.3%ETFVery LowFalmouth, ME2026-11-03
GGM Financial LLC
1,300$390.1K0.1%ETFMediumColumbus, OH2026-11-05
Ipsen Advisor Group LLC
1,271$381.3K0.3%ETFLowLittle Rock, AR2026-10-29
Veltria Advisors Corp.
1,266$379.9K0.5%ETFMediumMiami, FL2026-11-05
Krilogy Financial LLC
1,260$380.4K0.0%GrowthLowSt. Louis, MO2026-10-13
KW Wealth Management LLC
1,204$361.5K0.3%CoreVery LowSacramento, CA2026-10-28
RVW Wealth, LLC
1,199$359.8K0.0%ETFVery LowLos Angeles, CA2026-10-06
Choreo, LLC
1,160$346.4K0.0%IndexLowRockford, IL2026-10-28
Concord Wealth Partners
1,158$347.5K0.0%GrowthLowAbingdon, VA2026-11-02
Strategic Point Investment Advisors, LLC
1,155$346.6K0.0%ETFVery LowProvidence, RI2026-10-29
MY Wealth Management Inc.
1,128$338.5K0.2%ETFVery HighGermantown, MD2026-10-21
Tower Trust & Investment Co
1,105$331.6K0.2%GrowthLowDavenport, IA2026-10-28
McGlone Suttner Wealth Management, Inc.
1,101$330.2K0.0%ETFVery LowAppleton, WI2026-10-13
Riggs Asset Managment Co. Inc.
1,076$322.9K0.1%GrowthMediumDallas, PA2026-11-05
Integrity Advisory Solutions, LLC
1,064$319.4K0.0%ETFMediumDallas, TX2026-10-29
TSA Wealth Managment LLC
1,058$317.5K0.1%ETFMediumHouston, TX2026-10-22
Thrive Capital Management, LLC
1,050$315.1K0.1%CoreMediumFort Washington, PA2026-10-28
Colton Groome Financial Advisors, LLC
1,045$313.6K0.1%ETFLowAsheville, NC2026-10-06
Financial Council, LLC
1,036$310.9K0.1%ETFVery LowTowson, MD2026-11-02
Moody Lynn Lieberson & Walker, LLC
1,028$308.5K0.0%MomentumLowBoston, MA2026-10-14
Allspring Global Investments Holdings, LLC
1,013$307.2K0.0%CoreMediumCharlotte, NC2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
1,012$303.7K0.0%ETFLowAthens, GA2026-10-28
Lodestone Wealth Management LLC
993$298.1K0.1%CoreLowSpokane, WA2026-10-14
Physician Wealth Advisors, Inc.
993$298.0K0.0%ETFMediumMidvale, UT2026-10-20
Amplius Wealth Advisors, LLC
983$295.0K0.0%ETFLowBlue Bell, PA2026-10-20
Trust Point Inc.
971$291.4K0.0%CoreMediumLa Crosse, WI2026-10-27
VestGen Advisors, LLC
947$284.3K0.0%GrowthMediumChicago, IL2026-10-27
Venture Visionary Partners LLC
925$277.6K0.0%CoreLowSylvania, OH2026-10-07
Ridgecrest Wealth Partners, LLC
906$271.9K0.1%GrowthLowMill Valley, CA2026-10-19
M Holdings Securities, Inc.
900$2460.0%ETFHighPortland, OR2026-11-03
Plante Moran Financial Advisors, LLC
896$268.9K0.0%ETFVery LowSouthfield, MI2026-11-04
North Star Investment Management Corp.
890$267.1K0.0%CoreLowChicago, IL2026-10-27
Rossby Financial, LCC
884$265.3K0.0%ETFMediumMelbourne, FL2026-11-05
IFC & Insurance Marketing, Inc.
874$262.1K0.2%ETFHighAuburn, CA2026-10-16
Private Trust Co NA
874$262.3K0.0%CoreLowCleveland, OH2026-10-20
Fulcrum Equity Management
866$259.8K0.2%GrowthHighPlano, TX2026-10-21
Obermeyer Wealth Partners
866$259.9K0.0%GrowthLowAspen, CO2026-10-21
Keystone Wealth Services, LLC
864$257.6K0.0%ETFHighPalm Desert, CA2026-11-03
Regions Financial Corp
863$259.0K0.0%CoreLowBirmingham, AL2026-11-05
Smith Chas P & Associates PA Cpas
860$243.8K0.0%CoreVery LowLakeland, FL2026-10-22
Modera Wealth Management, LLC
846$253.9K0.0%ETFVery LowWestwood, NJ2026-10-28
Soundwatch Capital LLC
841$257.6K0.0%ETFVery LowDallas, TX2026-11-04
Hazlett, Burt & Watson, Inc.
837$251.0K0.1%CoreVery LowWheeling, WV2026-11-04
Integral Investment Advisors, Inc.
836$250.9K0.1%ETFVery LowTurlock, CA2026-11-03
Roman Butler Fullerton & Co
815$234.2K0.1%GrowthMediumSt Louis, MO2026-10-27
Endowment Wealth Management, Inc.
802$240.5K0.1%ETFMediumAppleton, WI2026-11-03
Stone House Investment Management, LLC
801$240.3K0.0%ETFMediumTunkhannock, PA2026-10-23
Dakota Community Bank & Trust NA
800$240.0K0.7%GrowthLowHebron, ND2026-10-09
Peak Financial Management, Inc.
778$233.5K0.1%ETFVery LowWellesley, MA2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
771$231.3K0.1%GrowthHighTampa, FL2026-10-15
Indivisible Partners
767$230.1K0.0%GrowthMediumClearwater, FL2026-10-26
Sugar Maple Asset Management, LLC
750$225.0K0.1%ETFMediumSister Bay, WI2026-10-13
Ballast Rock Private Wealth LLC
740$222.0K0.1%ETFMediumCharleston, SC2026-10-26
Avidian Wealth Enterprises, LLC
735$220.5K0.0%ETFLowHouston, TX2026-10-08
Perigon Wealth Management, LLC
733$219.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Legacy Solutions, LLC
727$218.1K0.2%ETFLowKennett Square, PA2026-10-07
Guild Investment Management, Inc.
725$217.5K0.1%GARPMediumWestlake Village, CA2026-11-03
World Equity Group, Inc.
724$217.2K0.1%GrowthMediumSchaumburg, IL2026-10-14
Able Wealth Management LLC
723$223.0K0.0%ETFMediumToms River, NJ2026-10-13
Sentinel Pension Advisors, LLC
720$216.0K0.0%ETFLowWakefield, MA2026-11-02
Schmidt P J Investment Management Inc
717$215.1K0.0%GrowthVery LowCedarburg, WI2026-11-02
Rede Wealth, LLC
717$215.1K0.1%ValueMediumCharlottesville, VA2026-10-22
Royal Fund Management, LLC
706$211.9K0.0%GrowthMediumLady Lake, FL2026-10-22
Evolution Wealth Advisors, LLC
705$211.5K0.0%ETFLowAventura, FL2026-11-03
Kingsbury Capital Investment Advisors LLC
705$211.6K0.2%GrowthMediumEvanston, IL2026-10-20
Summit Place Financial Advisors, LLC
700$210.0K0.1%CoreMediumSummit, NJ2026-10-23
Gryphon Financial Partners LLC
693$207.8K0.0%IndexLowColumbus, OH2026-11-04
Silver Grove Financial Group, Inc.
683$205.1K0.1%CoreMediumOrchard Park, NY2026-11-05
Stablepoint Partners, LLC
682$204.6K0.0%CoreLowBraintree, MA2026-11-03
Signature Wealth Management Partners, LLC
675$202.5K0.1%GrowthVery LowMontvale, NJ2026-10-21
Platform Technology Partners
674$202.2K0.0%CoreVery LowLocust Valley, NY2026-11-02
Montis Financial, LLC
669$200.6K0.0%ETFLowWaltham, MA2026-11-04
Curran Financial Partners, LLC
667$200.1K0.0%ETFMediumDaniel Island, SC2026-11-04
Acumen Wealth Advisors, LLC
657$197.2K0.0%GrowthHighChattanooga, TN2026-11-05
Financial Management Professionals, Inc.
648$194.4K0.0%ETFMediumAustin, TX2026-10-23
Moisand Fitzgerald Tamayo, LLC
609$182.7K0.0%ETFVery LowOrlando, FL2026-10-15
Main Street Group, LTD
606$181.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Trust Co of Vermont
591$177.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
IFS Advisors, LLC
565$169.7K0.1%ETFLowOverland Park, KS2026-10-14
New England Capital Financial Advisors LLC
546$163.7K0.0%ETFLowMeriden, CT2026-11-03
Country Trust Bank
500$150.0K0.0%GrowthLowBloomington, IL2026-10-30
Belvedere Trading LLC
464$139.2K0.0%Agg GrowthVery HighChicago, IL2026-11-05
High Note Wealth, LLC
450$135.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Caldwell Trust Co
346$103.8K0.0%GrowthLowVenice, FL2026-10-30
Latitude Advisors, LLC
344$103.2K0.0%ETFLowYorkville, IL2026-10-27
Gables Capital Management Inc.
340$102.0K0.0%GrowthVery LowMiami, FL2026-11-04
Barnes Dennig Private Wealth Management LLC
317$95.1K0.1%CoreLowCincinnati, OH2026-10-30
Lanark Financial, Inc.
300$90.0K0.0%CoreMediumBirmingham, AL2026-10-26
Glass Jacobson Investment Advisors llc
285$85.4K0.0%ETFLowOwings Mills, MD2026-10-26
Bokf, NA
268$80.4K0.0%CoreLowTulsa, OK2026-10-27
Holos Integrated Wealth LLC
240$69.0K0.0%ETFLowKennett Square, PA2026-10-23
Heritage Family Offices, LLP
232$69.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Signature Resources Capital Management, LLC
201$60.3K0.0%ETFLowNewport Beach, CA2026-10-16
Mainstream Capital Management LLC
197$59.1K0.0%GrowthLowLos Angeles, CA2026-10-23
Chilton Capital Management LLC
180$54.0K0.0%GrowthMediumHouston, TX2026-10-28
Valley National Advisers Inc
178$53.4K0.0%ETFLowBethlehem, PA2026-10-23
Larson Financial Group LLC
172$51.6K0.0%GrowthLowSt Louis, MO2026-11-05
Pension & Wealth Management Advisors, Inc.
166$49.8K0.0%ETFLowWaltham, MA2026-10-16
Blueline Advisors LLC
164$49.3K0.0%ETFLowExeter, NH2026-10-15
Salomon & Ludwin, LLC
133$39.9K0.0%ETFVery LowRichmond, VA2026-10-29
EverSource Wealth Advisors, LLC
112$33.7K0.0%CoreMediumBirmingham, AL2026-11-04
Roxbury Financial LLC
106$31.8K0.0%CoreVery LowMount Arlington, NJ2026-10-01
McCarley & Cook Financial Planners
103$30.9K0.0%ETFLowCincinnati, OH2026-10-21
Barrett & Company, Inc.
96$28.7K0.0%ETFLowProvidence, RI2026-10-22
Pillar Financial Advisors, LLC
89$26.7K0.0%ETFVery LowLouisville, KY2026-10-21
Harbor Asset Planning, Inc.
81$24.4K0.0%ETFVery LowBelmont, MA2026-10-23
Ascentis Independent Advisors
79$23.7K0.0%ETFLowDallas, TX2026-11-03
Capital Investment Counsel, Inc
73$21.9K0.0%GrowthVery LowRaleigh, NC2026-10-20
Provenance Wealth Advisors, LLC
68$20.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Advisors, Ltd. LLC
60$18.0K0.0%ETFLowShaker Heights, OH2026-10-27
Gen-Wealth Partners Inc
57$17.1K0.0%CoreLowZeeland, MI2026-11-04
Hoey Investments, Inc
56$16.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Brown, Lisle Ings, Inc.
54$16.2K0.0%CoreVery LowProvidence, RI2026-10-16
Pinnacle Bancorp, Inc.
53$15.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Archer Investment Corp
52$15.6K0.0%CoreMediumCarmel, IN2026-11-05
CKW Financial Group
50$15.0K0.0%ETFVery LowHonolulu, HI2026-10-29
Jnba Financial Advisors
49$14.7K0.0%ETFMediumBloomington, MN2026-11-03
Nova Financial LLC
48$14.4K0.0%N/AN/ATucson, AZ2026-11-04
DecisionPoint Financial, LLC
46$14.0K0.0%ETFVery LowMesa, AZ2026-10-27
Morton Brown Family Wealth, LLC
45$13.6K0.0%ETFVery LowAllentown, PA2026-10-23
TD Waterhouse Canada Inc.
40$12.1K0.0%CoreLowToronto, Australia2026-10-16
Avion Wealth
38$110.0%ETFLowThe Woodlands, TX2026-11-04
GK Wealth Management LLC
33$9.9K0.0%GARPVery HighReno, NV2026-10-09
PFS Partners, LLC
31$9.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Tower View Wealth Management LLC
30$9.1K0.0%MomentumMediumShorewood, WI2026-10-23
Triumph Capital Management
30$9.0K0.0%ETFMediumDenver, CO2026-10-14
Wolff Wiese Magana LLC
29$8.7K0.0%GrowthLowCarslbad, CA2026-10-15
Strategic Advocates LLC
25$7.5K0.0%GrowthLowSacramento, CA2026-11-03
Princeton Global Asset Management LLC
18$5.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Chapman Financial Group, LLC
16$4.9K0.0%CoreVery LowHonolulu, HI2026-10-26
Rydar Equities, Inc.
16$5.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Birchbrook, Inc.
14$4.2K0.0%ETFLowBangor, ME2026-10-14
Contravisory Investment Management, Inc.
10$3.0K0.0%MomentumHighNorwell, MA2026-10-13
Trust Co
9$2.7K0.0%ETFVery LowManhattan, KS2026-10-09
Midwest Capital Advisors, LLC
3$9040.0%ETFHighGrand Rapids, MI2026-11-04
Prairie Wealth Advisors, Inc.
0$1.1M0.2%CoreVery LowOmaha, NE2026-10-29