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Fidelity ENH SM Cap ETF (FESM)

CUSIP: 31609A206 | NYSE | 344 institutional holders

Quarters

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

Commonwealth Equity Services, LLC2,831,304
0.2% of portfolio›$127.3M
Prime Capital Investment Advisors, LLC2,683,170
1.2% of portfolio›$120.6M
Fifth Third Bancorp2,425,179
0.2% of portfolio›$109.0M
Vantagepoint Investment Advisers LLC1,363,198
0.5% of portfolio›$61.3M
Calamos Wealth Management LLC1,097,677
1.4% of portfolio›$49.3M
Kestra Advisory Services, LLC1,044,470
0.1% of portfolio›$46.9M
Focus Financial Network, Inc.783,107
1.1% of portfolio›$35.2M
Bank of New York Mellon Corp550,006
0.0% of portfolio›$24.7M
Thrivent Financial for Lutherans545,288
0.1% of portfolio›$24.7M
KFG Wealth Management, LLC473,992
2.3% of portfolio›$21.3M
Parkside Investments, LLC402,136
2.1% of portfolio›$18.1M
Provenance Wealth Advisors, LLC401,441
1.1% of portfolio›$18.0M
Cambridge Investment Research Advisors, Inc.353,750
0.1% of portfolio›$15.9M
Dahring | Cusmano LLC325,525
6.8% of portfolio›$14.6M
Summit Investment Advisory Services, LLC315,102
3.5% of portfolio›$14.2M
Mayfair Advisory Group, LLC313,592
4.1% of portfolio›$14.1M
TD Private Client Wealth LLC243,174
0.2% of portfolio›$10.9M
First Heartland Consultants, Inc.219,296
0.7% of portfolio›$9.9M
Lynch & Associates218,835
1.4% of portfolio›$9.8M
Investment Advisory Services Inc205,203
2.6% of portfolio›$9.2M
Salus Financial Advisors, LLC192,425
4.1% of portfolio›$8.6M
Systelligence, LLC188,491
1.6% of portfolio›$9.7M
Milestone Investment Advisors LLC170,556
1.7% of portfolio›$7.7M
Riversedge Advisors, LLC167,464
0.9% of portfolio›$7.5M
American National Bank of Texas149,550
6.1% of portfolio›$6.7M
Atria Investments, Inc147,457
0.1% of portfolio›$6.6M
Holos Integrated Wealth LLC147,450
2.9% of portfolio›$6.5M
Wealth Enhancement Advisory Services, LLC144,838
0.0% of portfolio›$6.6M
Breakwater Capital Group137,686
0.7% of portfolio›$6.2M
tru Independence LLC125,308
2.4% of portfolio›$5.6M
Armor Investment Advisors, LLC122,918
1.8% of portfolio›$5.5M
Envision Financial LLC120,718
2.4% of portfolio›$5.4M
Integrated Capital Management, LLC117,442
1.9% of portfolio›$5.3M
InTrack Investment Management Inc116,199
2.5% of portfolio›$5.2M
Parallel Advisors, LLC115,716
0.1% of portfolio›$5.2M
Carolina Wealth Advisors, LLC111,790
1.9% of portfolio›$5.0M
Lincoln Capital Corp109,831
1.6% of portfolio›$4.9M
Vise Technologies, Inc.109,080
0.0% of portfolio›$4.9M
IFP Advisors, Inc98,627
0.1% of portfolio›$4.4M
FMA Wealth Management, LLC87,371
2.5% of portfolio›$3.9M
Tableaux LLC81,422
1.5% of portfolio›$3.7M
Greenwood Capital Associates LLC79,860
0.3% of portfolio›$3.6M
Clearwave Capital, LLC79,398
1.9% of portfolio›$3.6M
Kestra Private Wealth Services, LLC79,275
0.0% of portfolio›$3.6M
Concurrent Investment Advisors, LLC77,136
0.0% of portfolio›$3.5M
CLG LLC75,433
0.7% of portfolio›$3.4M
Soltis Investment Advisors LLC69,550
0.1% of portfolio›$3.1M
PFG Advisors67,197
0.2% of portfolio›$3.0M
Investmark Advisory Group LLC61,141
0.9% of portfolio›$2.7M
Creative Financial Designs Inc60,725
0.1% of portfolio›$2.7M
Hicks Capital Management LLC60,222
2.4% of portfolio›$2.9M
Penobscot Wealth Management56,767
0.7% of portfolio›$2.6M
Farther Finance Advisors, LLC56,673
0.0% of portfolio›$2.5M
PKS Advisory Services, LLC55,851
0.4% of portfolio›$2.7M
D.A. Davidson & Co.55,584
0.0% of portfolio›$2.5M
Brookstone Capital Management53,041
0.0% of portfolio›$2.4M
Sowell Financial Services LLC52,645
0.1% of portfolio›$2.4M
Encompass More Asset Management44,498
0.3% of portfolio›$2.0M
Peoples Bank44,315
0.9% of portfolio›$2.0M
Calamos Advisors LLC42,557
0.0% of portfolio›$1.9M
LongView Wealth Management41,792
0.5% of portfolio›$1.9M
Beacon Financial Advisory LLC41,616
0.4% of portfolio›$1.9M
Nations Financial Group Inc,40,670
0.1% of portfolio›$1.8M
Sugar Maple Asset Management, LLC39,415
1.0% of portfolio›$1.8M
DecisionMap Wealth Management, LLC38,913
1.0% of portfolio›$1.7M
Redw Wealth LLC36,736
0.6% of portfolio›$1.7M
FCG Investment Co34,724
0.5% of portfolio›$1.6M
CRA Financial Services, LLC31,404
0.2% of portfolio›$1.4M
Bluedoor Private Wealth, LLC29,193
0.6% of portfolio›$1.3M
Uptick Partners, LLC29,073
0.2% of portfolio›$1.3M
Sigma Planning Corp27,595
0.0% of portfolio›$1.2M
Flagship Harbor Advisors, LLC25,883
0.0% of portfolio›$1.2M
Golden State Wealth Management, LLC25,547
0.1% of portfolio›$1.1M
Worth Asset Management, LLC24,583
0.3% of portfolio›$1.1M
Truist Financial Corp23,005
0.0% of portfolio›$1.0M
Townsend Financial Planning, LLC22,993
0.9% of portfolio›$1.0M
Spire Wealth Management22,777
0.0% of portfolio›$1.0M
Sagespring Wealth Partners, LLC21,478
0.0% of portfolio›$965.5K
Beam Wealth Advisors, Inc.20,750
0.2% of portfolio›$932.7K
Allegheny Financial Group19,702
0.1% of portfolio›$885.6K
MFA Wealth Services19,327
0.5% of portfolio›$868.7K
Indivisible Partners17,976
0.0% of portfolio›$808.0K
Register Financial Advisors LLC17,075
0.2% of portfolio›$767.5K
Mcrae Capital Management Inc17,042
0.1% of portfolio›$766.0K
Ascentis Independent Advisors16,925
0.0% of portfolio›$760.8K
Lido Advisors, LLC15,998
0.0% of portfolio›$719.1K
SFG Wealth Management, Llc.15,535
0.2% of portfolio›$698.3K
Patriot Financial Group Insurance Agency, LLC15,455
0.1% of portfolio›$694.7K
Sheets Smith Wealth Management15,285
0.1% of portfolio›$687.1K
Keystone Wealth Services, LLC14,554
0.1% of portfolio›$655.8K
Private Trust Co NA14,454
0.1% of portfolio›$649.7K
Carnegie Investment Counsel14,422
0.0% of portfolio›$648.3K
Next Level Private LLC14,028
0.1% of portfolio›$630.6K
Financial Perspectives, Inc13,852
0.1% of portfolio›$622.7K
HB Wealth Management, LLC13,802
0.0% of portfolio›$620.4K
AdvisorNet Financial, Inc13,504
0.0% of portfolio›$599.7K
HBW Advisory Services LLC13,069
0.1% of portfolio›$587.5K
BridgePort Financial Solutions, LLC12,954
0.1% of portfolio›$582.3K
Independent Financial Group, LLC12,723
0.0% of portfolio›$571.9K
Ballew Advisors, Inc12,192
0.3% of portfolio›$556.3K
Harbor Asset Planning, Inc.12,105
0.4% of portfolio›$544.2K
Summit Investment Advisors, Inc.\KS12,061
0.2% of portfolio›$542.1K
Bay Capital Advisors, LLC12,000
0.3% of portfolio›$539.4K
Verus Capital Partners, LLC11,731
0.0% of portfolio›$527.3K
Cullen T Bankers, Inc.11,242
0.0% of portfolio›$505.3K
Fifth Third Securities, Inc.10,757
0.0% of portfolio›$483.5K
Canvas Wealth Advisors, LLC10,519
0.1% of portfolio›$486.5K
VestGen Advisors, LLC9,331
0.0% of portfolio›$419.4K
Verdence Capital Advisors LLC8,976
0.0% of portfolio›$403.5K
Creative Planning8,946
0.0% of portfolio›$402.1K
Prospera Financial Services Inc8,753
0.0% of portfolio›$398.0K
Curtis Advisory Group, LLC8,701
0.1% of portfolio›$391.1K
Silver Grove Financial Group, Inc.8,456
0.2% of portfolio›$380.1K
KWB Wealth8,413
0.0% of portfolio›$378.2K
Advisory Resource Group8,081
0.1% of portfolio›$363.3K
Financial Partners Group, Inc7,741
0.0% of portfolio›$348.0K
Davenport & Co LLC6,661
0.0% of portfolio›$299.4K
John G Ullman & Associates Inc5,848
0.0% of portfolio›$262.9K
J.W. Cole Advisors, Inc.5,809
0.0% of portfolio›$261.1K
Zenith Solutions, Inc.5,754
0.2% of portfolio›$258.7K
ARK & TLK Investments, LLC5,650
0.1% of portfolio›$254.0K
Ball & Co Wealth Management Inc.5,412
0.2% of portfolio›$243.3K
Ethic Inc.5,180
0.0% of portfolio›$232.8K
Traynor Capital Management, Inc.5,060
0.0% of portfolio›$227.4K
Kathmere Capital Management, LLC4,915
0.0% of portfolio›$220.9K
Wedbush Securities Inc4,893
0.0% of portfolio›$220.0K
Vann Equity Management LLC4,704
0.1% of portfolio›$211.5K
Wealthstar Advisors, LLC4,603
0.1% of portfolio›$206.9K
Piscataqua Savings Bank4,200
0.1% of portfolio›$188.8K
Latitude Advisors, LLC3,648
0.1% of portfolio›$164.0K
Fairway Wealth LLC3,161
0.0% of portfolio›$142.1K
First Command Advisory Services, Inc.2,260
0.0% of portfolio›$101.6K
Mosley Wealth Management1,550
0.0% of portfolio›$69.7K
Root Financial Partners, LLC1,281
0.0% of portfolio›$57.6K
EverSource Wealth Advisors, LLC1,217
0.0% of portfolio›$54.7K
TD Waterhouse Canada Inc.1,177
0.0% of portfolio›$53.2K
Assetmark, Inc1,048
0.0% of portfolio›$47.1K
Blue Trust, Inc.900
0.0% of portfolio›$40.4K
Nova Financial LLC822
0.0% of portfolio›$37.0K
Kingdom Financial Group Llc.785
0.0% of portfolio›$35.3K
Balance Wealth Partners LLC687
0.0% of portfolio›$30.9K
US Bancorp \de\469
0.0% of portfolio›$21.1K
Trust Co408
0.0% of portfolio›$18.3K
Concord Wealth Partners366
0.0% of portfolio›$16.5K
Richards, Merrill & Peterson, Inc.350
0.0% of portfolio›$15.7K
Larson Financial Group LLC324
0.0% of portfolio›$14.6K
Smallwood Wealth Investment Management, LLC278
0.0% of portfolio›$12.5K
Byrne Asset Management LLC245
0.0% of portfolio›$11.1K
Pathway Financial Advisers, LLC191
0.0% of portfolio›$8.6K
CoreCap Advisors, LLC176
0.0% of portfolio›$7.9K
CKW Financial Group96
0.0% of portfolio›$4
Wilmington Savings Fund Society, FSB92
0.0% of portfolio›$4.1K
Allspring Global Investments Holdings, LLC35
0.0% of portfolio›$1.6K
IFS Advisors, LLC27
0.0% of portfolio›$1.2K
Buck Wealth Strategies, LLC27
0.0% of portfolio›$1.2K
Highline Wealth Partners LLC21
0.0% of portfolio›$944
Mainstream Capital Management LLC1
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
2,831,304$127.3M0.2%ETFLowWaltham, MA2026-11-02
Prime Capital Investment Advisors, LLC
2,683,170$120.6M1.2%ETFLowOverland Park, KS2026-10-20
Fifth Third Bancorp
2,425,179$109.0M0.2%IndexVery LowCincinnati, OH2026-11-05
Vantagepoint Investment Advisers LLC
1,363,198$61.3M0.5%ETFVery LowWashington, DC2026-10-26
Calamos Wealth Management LLC
1,097,677$49.3M1.4%GrowthMediumNaperville, IL2026-11-02
Kestra Advisory Services, LLC
1,044,470$46.9M0.1%CoreLowAustin, TX2026-11-02
Focus Financial Network, Inc.
783,107$35.2M1.1%ETFLowMinneapolis, MN2026-10-14
Bank of New York Mellon Corp
550,006$24.7M0.0%CoreLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
545,288$24.7M0.1%GARPMediumMinneapolis, MN2026-11-05
KFG Wealth Management, LLC
473,992$21.3M2.3%ETFMediumGranger, IN2026-10-16
Parkside Investments, LLC
402,136$18.1M2.1%ETFLowDeerfield, IL2026-10-20
Provenance Wealth Advisors, LLC
401,441$18.0M1.1%ETFLowFort Lauderdale, FL2026-10-30
Cambridge Investment Research Advisors, Inc.
353,750$15.9M0.1%ETFLowFairfield, IA2026-11-02
Dahring | Cusmano LLC
325,525$14.6M6.8%ETFLowNovi, MI2026-11-03
Summit Investment Advisory Services, LLC
315,102$14.2M3.5%ETFVery LowRoseville, MN2026-11-03
Mayfair Advisory Group, LLC
313,592$14.1M4.1%ETFLowBirmingham, AL2026-10-20
TD Private Client Wealth LLC
243,174$10.9M0.2%ETFLowNew York, NY2026-10-28
First Heartland Consultants, Inc.
219,296$9.9M0.7%ETFMediumLake St. Louis, MO2026-10-08
Lynch & Associates
218,835$9.8M1.4%CoreVery LowEvansville, IN2026-10-13
Investment Advisory Services Inc
205,203$9.2M2.6%CoreLowThe Woodlands, TX2026-10-27
Salus Financial Advisors, LLC
192,425$8.6M4.1%ETFVery LowColorado Springs, CO2026-10-20
Systelligence, LLC
188,491$9.7M1.6%ETFHighBloomington, MN2026-11-05
Milestone Investment Advisors LLC
170,556$7.7M1.7%ETFVery LowMiddleton, WI2026-11-05
Riversedge Advisors, LLC
167,464$7.5M0.9%ETFMediumWilmington, DE2026-10-09
American National Bank of Texas
149,550$6.7M6.1%ETFMediumRichardson, TX2026-10-07
Atria Investments, Inc
147,457$6.6M0.1%CoreMediumCharlotte, NC2026-10-15
Holos Integrated Wealth LLC
147,450$6.5M2.9%ETFLowKennett Square, PA2026-10-23
Wealth Enhancement Advisory Services, LLC
144,838$6.6M0.0%CoreLowPlymouth, MN2026-10-13
Breakwater Capital Group
137,686$6.2M0.7%ETFLowParamus, NJ2026-10-09
tru Independence LLC
125,308$5.6M2.4%ETFLowPortland, OR2026-10-20
Armor Investment Advisors, LLC
122,918$5.5M1.8%ETFLowRaleigh, NC2026-10-27
Envision Financial LLC
120,718$5.4M2.4%ETFLowBrookfield, WI2026-10-15
Integrated Capital Management, LLC
117,442$5.3M1.9%ETFLowBloomfield, MI2026-10-23
InTrack Investment Management Inc
116,199$5.2M2.5%GrowthMediumSouth Burlington, VT2026-10-15
Parallel Advisors, LLC
115,716$5.2M0.1%IndexLowSan Francisco, CA2026-11-03
Carolina Wealth Advisors, LLC
111,790$5.0M1.9%YieldHighMyrtle Beach, SC2026-10-23
Lincoln Capital Corp
109,831$4.9M1.6%ETFMediumEast Greenwich, RI2026-10-13
Vise Technologies, Inc.
109,080$4.9M0.0%IndexLowNew York, NY2026-10-29
IFP Advisors, Inc
98,627$4.4M0.1%GrowthLowTampa, FL2026-10-16
FMA Wealth Management, LLC
87,371$3.9M2.5%ETFVery LowDuxbury, MA2026-10-21
Tableaux LLC
81,422$3.7M1.5%ETFLowStockbridge, MA2026-10-23
Greenwood Capital Associates LLC
79,860$3.6M0.3%CoreMediumGreenwood, SC2026-10-27
Clearwave Capital, LLC
79,398$3.6M1.9%GrowthLowUpland, CA2026-10-27
Kestra Private Wealth Services, LLC
79,275$3.6M0.0%GrowthLowAustin, TX2026-10-30
Concurrent Investment Advisors, LLC
77,136$3.5M0.0%GrowthMediumTampa, FL2026-10-16
CLG LLC
75,433$3.4M0.7%ETFMediumLong Beach, CA2026-10-13
Soltis Investment Advisors LLC
69,550$3.1M0.1%CoreMediumSt. George, UT2026-10-28
PFG Advisors
67,197$3.0M0.2%ETFMediumPhoenix, AZ2026-10-16
Investmark Advisory Group LLC
61,141$2.7M0.9%ETFVery LowShelton, CT2026-10-27
Creative Financial Designs Inc
60,725$2.7M0.1%ETFMediumKokomo, IN2026-11-04
Hicks Capital Management LLC
60,222$2.9M2.4%ETFVery LowColumbus, OH2026-10-20
Penobscot Wealth Management
56,767$2.6M0.7%ETFVery LowPortland, ME2026-10-21
Farther Finance Advisors, LLC
56,673$2.5M0.0%IndexLowSan Francisco, CA2026-10-08
PKS Advisory Services, LLC
55,851$2.7M0.4%ETFMediumAlbany, NY2026-10-26
D.A. Davidson & Co.
55,584$2.5M0.0%CoreLowGreat Falls, MT2026-10-28
Brookstone Capital Management
53,041$2.4M0.0%ETFMediumWheaton, IL2026-10-22
Sowell Financial Services LLC
52,645$2.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
Encompass More Asset Management
44,498$2.0M0.3%ETFHighDanville, CA2026-10-16
Peoples Bank
44,315$2.0M0.9%ETFLowMarietta, OH2026-10-26
Calamos Advisors LLC
42,557$1.9M0.0%GrowthMediumNaperville, IL2026-11-02
LongView Wealth Management
41,792$1.9M0.5%ETFLowAtlanta, GA2026-10-19
Beacon Financial Advisory LLC
41,616$1.9M0.4%ETFLowCleveland, OH2026-10-16
Nations Financial Group Inc,
40,670$1.8M0.1%CoreLowCedar Rapids, IA2026-11-05
Sugar Maple Asset Management, LLC
39,415$1.8M1.0%ETFMediumSister Bay, WI2026-10-13
DecisionMap Wealth Management, LLC
38,913$1.7M1.0%ETFLowGreat Falls, VA2026-10-29
Redw Wealth LLC
36,736$1.7M0.6%ETFLowAlbuquerque, NM2026-11-02
FCG Investment Co
34,724$1.6M0.5%GrowthHighGermantown, TN2026-10-13
CRA Financial Services, LLC
31,404$1.4M0.2%ETFVery LowNorthfield, NJ2026-10-16
Bluedoor Private Wealth, LLC
29,193$1.3M0.6%CoreLowBeverly, MA2026-11-05
Uptick Partners, LLC
29,073$1.3M0.2%ETFLowNacogdoches, TX2026-11-04
Sigma Planning Corp
27,595$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Flagship Harbor Advisors, LLC
25,883$1.2M0.0%ETFMediumBoston, MA2026-10-26
Golden State Wealth Management, LLC
25,547$1.1M0.1%ETFMediumSanta Ana, CA2026-11-02
Worth Asset Management, LLC
24,583$1.1M0.3%ETFHighDallas, TX2026-10-07
Truist Financial Corp
23,005$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Townsend Financial Planning, LLC
22,993$1.0M0.9%ETFVery LowMt Sterling, KY2026-11-02
Spire Wealth Management
22,777$1.0M0.0%GrowthMediumMclean, VA2026-10-30
Sagespring Wealth Partners, LLC
21,478$965.5K0.0%ETFLowFranklin, TN2026-10-22
Beam Wealth Advisors, Inc.
20,750$932.7K0.2%ETFMediumCovington, LA2026-11-03
Allegheny Financial Group
19,702$885.6K0.1%CoreLowPittsburgh, PA2026-11-05
MFA Wealth Services
19,327$868.7K0.5%ETFLowThousand Oaks, CA2026-10-14
Indivisible Partners
17,976$808.0K0.0%GrowthMediumClearwater, FL2026-10-26
Register Financial Advisors LLC
17,075$767.5K0.2%GARPLowAtlanta, GA2026-10-23
Mcrae Capital Management Inc
17,042$766.0K0.1%CoreLowMorristown, NJ2026-10-15
Ascentis Independent Advisors
16,925$760.8K0.0%ETFLowDallas, TX2026-11-03
Lido Advisors, LLC
15,998$719.1K0.0%GrowthLowLos Angeles, CA2026-11-04
SFG Wealth Management, Llc.
15,535$698.3K0.2%ETFMediumTowson, MD2026-10-23
Patriot Financial Group Insurance Agency, LLC
15,455$694.7K0.1%GrowthLowWalpole, MA2026-10-14
Sheets Smith Wealth Management
15,285$687.1K0.1%CoreLowWinston-Salem, NC2026-10-16
Keystone Wealth Services, LLC
14,554$655.8K0.1%ETFHighPalm Desert, CA2026-11-03
Private Trust Co NA
14,454$649.7K0.1%CoreLowCleveland, OH2026-10-20
Carnegie Investment Counsel
14,422$648.3K0.0%CoreLowPepper Pike, OH2026-10-20
Next Level Private LLC
14,028$630.6K0.1%CoreVery LowHarrison, NY2026-10-20
Financial Perspectives, Inc
13,852$622.7K0.1%GrowthVery LowMinneapolis, MN2026-11-03
HB Wealth Management, LLC
13,802$620.4K0.0%IndexVery LowAtlanta, GA2026-10-23
AdvisorNet Financial, Inc
13,504$599.7K0.0%ETFLowMinnetonka, MN2026-10-15
HBW Advisory Services LLC
13,069$587.5K0.1%ETFMediumSimi Valley, CA2026-10-15
BridgePort Financial Solutions, LLC
12,954$582.3K0.1%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
12,723$571.9K0.0%GrowthLowSan Diego, CA2026-10-13
Ballew Advisors, Inc
12,192$556.3K0.3%ETFLowJackson, MS2026-10-05
Harbor Asset Planning, Inc.
12,105$544.2K0.4%ETFVery LowBelmont, MA2026-10-23
Summit Investment Advisors, Inc.\KS
12,061$542.1K0.2%N/AN/ALeawood, KS2026-11-05
Bay Capital Advisors, LLC
12,000$539.4K0.3%ETFLowVirginia Beach, VA2026-10-16
Verus Capital Partners, LLC
11,731$527.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Cullen T Bankers, Inc.
11,242$505.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Fifth Third Securities, Inc.
10,757$483.5K0.0%ETFLowCincinnati, OH2026-10-21
Canvas Wealth Advisors, LLC
10,519$486.5K0.1%GrowthLowShawnee, KS2026-11-02
VestGen Advisors, LLC
9,331$419.4K0.0%GrowthMediumChicago, IL2026-10-27
Verdence Capital Advisors LLC
8,976$403.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Creative Planning
8,946$402.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Prospera Financial Services Inc
8,753$398.0K0.0%CoreMediumDallas, TX2026-11-04
Curtis Advisory Group, LLC
8,701$391.1K0.1%ETFLowSanta Barbara, CA2026-10-28
Silver Grove Financial Group, Inc.
8,456$380.1K0.2%CoreMediumOrchard Park, NY2026-11-05
KWB Wealth
8,413$378.2K0.0%ETFMediumRedlands, CA2026-10-16
Advisory Resource Group
8,081$363.3K0.1%GARPMediumTulsa, OK2026-10-26
Financial Partners Group, Inc
7,741$348.0K0.0%ETFLowOverland Park, KS2026-10-19
Davenport & Co LLC
6,661$299.4K0.0%CoreMediumRichmond, VA2026-10-14
John G Ullman & Associates Inc
5,848$262.9K0.0%CoreLowCorning, NY2026-11-04
J.W. Cole Advisors, Inc.
5,809$261.1K0.0%IndexLowTampa, FL2026-11-05
Zenith Solutions, Inc.
5,754$258.7K0.2%ETFN/APhiladelphia, PA2026-10-19
ARK & TLK Investments, LLC
5,650$254.0K0.1%ETFLowOklahoma City, OK2026-10-20
Ball & Co Wealth Management Inc.
5,412$243.3K0.2%ETFMediumFranklin, TN2026-11-05
Ethic Inc.
5,180$232.8K0.0%CoreLowNew York, NY2026-11-03
Traynor Capital Management, Inc.
5,060$227.4K0.0%GrowthLowMalvern, PA2026-10-29
Kathmere Capital Management, LLC
4,915$220.9K0.0%ETFLowWayne, PA2026-10-20
Wedbush Securities Inc
4,893$220.0K0.0%CoreLowPasadena, CA2026-10-22
Vann Equity Management LLC
4,704$211.5K0.1%GrowthMediumPlano, TX2026-10-08
Wealthstar Advisors, LLC
4,603$206.9K0.1%ETFMediumPlano, TX2026-10-19
Piscataqua Savings Bank
4,200$188.8K0.1%CoreVery LowPortsmouth, NH2026-10-21
Latitude Advisors, LLC
3,648$164.0K0.1%ETFLowYorkville, IL2026-10-27
Fairway Wealth LLC
3,161$142.1K0.0%ETFLowIndependence, OH2026-10-30
First Command Advisory Services, Inc.
2,260$101.6K0.0%IndexLowFort Worth, TX2026-11-05
Mosley Wealth Management
1,550$69.7K0.0%ETFHighAnaheim, CA2026-10-16
Root Financial Partners, LLC
1,281$57.6K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
1,217$54.7K0.0%CoreMediumBirmingham, AL2026-11-04
TD Waterhouse Canada Inc.
1,177$53.2K0.0%CoreLowToronto, Australia2026-10-16
Assetmark, Inc
1,048$47.1K0.0%ETFLowConcord, CA2026-10-21
Blue Trust, Inc.
900$40.4K0.0%ETFLowBrentwood, TN2026-10-15
Nova Financial LLC
822$37.0K0.0%N/AN/ATucson, AZ2026-11-04
Kingdom Financial Group Llc.
785$35.3K0.0%ETFMediumPeoria, AZ2026-11-04
Balance Wealth Partners LLC
687$30.9K0.0%ETFMediumWorthington, OH2026-10-27
US Bancorp \de\
469$21.1K0.0%IndexLowMinneapolis, MN2026-11-05
Trust Co
408$18.3K0.0%ETFVery LowManhattan, KS2026-10-09
Concord Wealth Partners
366$16.5K0.0%GrowthLowAbingdon, VA2026-11-02
Richards, Merrill & Peterson, Inc.
350$15.7K0.0%GrowthLowSpokane, WA2026-10-19
Larson Financial Group LLC
324$14.6K0.0%GrowthLowSt Louis, MO2026-11-05
Smallwood Wealth Investment Management, LLC
278$12.5K0.0%ETFVery LowRed Bank, NJ2026-10-30
Byrne Asset Management LLC
245$11.1K0.0%CoreLowKingston, NJ2026-10-06
Pathway Financial Advisers, LLC
191$8.6K0.0%CoreLowAuburn, IN2026-10-27
CoreCap Advisors, LLC
176$7.9K0.0%ETFMediumSouthfield, MI2026-10-08
CKW Financial Group
96$40.0%ETFVery LowHonolulu, HI2026-10-29
Wilmington Savings Fund Society, FSB
92$4.1K0.0%CoreLowWilmington, DE2026-10-23
Allspring Global Investments Holdings, LLC
35$1.6K0.0%CoreMediumCharlotte, NC2026-11-04
IFS Advisors, LLC
27$1.2K0.0%ETFLowOverland Park, KS2026-10-14
Buck Wealth Strategies, LLC
27$1.2K0.0%ValueMediumDenver, CO2026-10-28
Highline Wealth Partners LLC
21$9440.0%ETFMediumSherman Oaks, CA2026-10-19
Mainstream Capital Management LLC
1$450.0%GrowthLowLos Angeles, CA2026-10-23