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Fidelity ENH Mid Cap ETF (FMDE)

CUSIP: 31609A503 | NYSE | 402 institutional holders

Quarters

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

Commonwealth Equity Services, LLC4,887,038
0.3% of portfolio›$197.3M
Thrivent Financial for Lutherans2,438,785
0.3% of portfolio›$98.5M
Kestra Advisory Services, LLC1,887,639
0.2% of portfolio›$76.2M
Richard P Slaughter Associates Inc1,339,488
10.7% of portfolio›$54.1M
GW Henssler & Associates LTD1,235,212
2.2% of portfolio›$49.9M
KFG Wealth Management, LLC1,019,188
4.5% of portfolio›$41.2M
Lifelong Wealth Advisors, Inc.730,330
6.8% of portfolio›$29.5M
Kendall Capital Management679,438
4.5% of portfolio›$27.4M
Adamsbrown Wealth Consultants LLC641,618
4.7% of portfolio›$25.9M
Summit Financial Wealth Advisors, LLC611,650
3.1% of portfolio›$24.7M
Lynch & Associates524,558
3.0% of portfolio›$21.2M
Bank of New York Mellon Corp506,263
0.0% of portfolio›$20.4M
Walled Lake Planning & Wealth Management, LLC472,707
4.5% of portfolio›$19.1M
Mayfair Advisory Group, LLC452,892
5.3% of portfolio›$18.3M
Walkner Condon Financial Advisors LLC449,913
2.0% of portfolio›$18.2M
Elevation Point Wealth Partners, LLC373,271
0.3% of portfolio›$15.3M
Valley National Advisers Inc338,407
1.5% of portfolio›$13.7M
Parkside Investments, LLC321,516
1.5% of portfolio›$13.0M
Wealth Enhancement Advisory Services, LLC320,934
0.0% of portfolio›$13.2M
Cambridge Investment Research Advisors, Inc.320,919
0.1% of portfolio›$13.0M
Serenity Investment Advisors308,707
5.4% of portfolio›$12.5M
Redhawk Wealth Advisors, Inc.294,064
1.2% of portfolio›$11.9M
Armor Investment Advisors, LLC238,508
3.1% of portfolio›$9.6M
Waterway Wealth Management, LLC231,077
1.6% of portfolio›$8.4M
Base Wealth Management LLC230,700
4.1% of portfolio›$9.3M
AdvisorNet Financial, Inc226,853
0.4% of portfolio›$9.3M
Strata Wealth Advisors, LLC226,635
2.1% of portfolio›$9.2M
Park Avenue Securities LLC219,814
0.1% of portfolio›$8.9M
Investment Advisory Services Inc214,127
2.4% of portfolio›$8.6M
MGO One Seven LLC202,381
0.1% of portfolio›$8.2M
TD Private Client Wealth LLC200,237
0.1% of portfolio›$8.1M
Broadway Wealth Solutions, Inc.198,622
3.6% of portfolio›$8.0M
First Heartland Consultants, Inc.153,547
0.4% of portfolio›$6.2M
Flynn Zito Capital Management, LLC148,455
1.6% of portfolio›$6.0M
Provident Wealth Management, LLC140,948
2.0% of portfolio›$5.7M
D.A. Davidson & Co.138,929
0.0% of portfolio›$5.6M
Verdence Capital Advisors LLC132,882
0.2% of portfolio›$5.4M
Kestra Private Wealth Services, LLC130,123
0.1% of portfolio›$5.3M
Fifth Third Bancorp110,045
0.0% of portfolio›$4.4M
Andrews Advisory Associates, LLC109,544
2.1% of portfolio›$4.4M
Greatmark Investment Partners, Inc.105,580
0.5% of portfolio›$4.3M
HB Wealth Management, LLC105,488
0.0% of portfolio›$4.3M
Independent Financial Group, LLC94,161
0.1% of portfolio›$3.8M
Creative Financial Designs Inc93,252
0.2% of portfolio›$3.8M
BG Investment Services, LLC90,752
0.5% of portfolio›$3.7M
PFG Advisors90,064
0.2% of portfolio›$3.6M
FMA Wealth Management, LLC88,142
2.2% of portfolio›$3.6M
Clearwave Capital, LLC87,904
1.9% of portfolio›$3.5M
Cornerstone Wealth, LLC83,660
1.7% of portfolio›$3.5M
Summit Wealth Group LLC / Co81,363
0.2% of portfolio›$3.3M
Cornell Pochily Investment Advisors, Inc.81,362
0.9% of portfolio›$3.3M
Uptick Partners, LLC76,989
0.4% of portfolio›$3.1M
Cyndeo Wealth Partners, LLC75,469
0.1% of portfolio›$3.0M
Genesis Private Wealth, LLC69,122
0.8% of portfolio›$2.8M
Farther Finance Advisors, LLC65,239
0.0% of portfolio›$2.6M
Cassilly Financial Group LLC65,165
1.8% of portfolio›$2.6M
Wealthcare Advisory Partners LLC61,024
0.0% of portfolio›$2.5M
LongView Wealth Management59,891
0.6% of portfolio›$2.4M
Worth Asset Management, LLC55,284
0.7% of portfolio›$2.2M
Holland Advisory Services, Inc.52,082
2.2% of portfolio›$2.1M
CRA Financial Services, LLC50,429
0.2% of portfolio›$2.0M
Certified Advisory Corp46,883
0.2% of portfolio›$1.9M
Noble Wealth Management PBC45,363
0.8% of portfolio›$1.8M
OmniStar Financial Group, Inc.44,886
0.8% of portfolio›$1.8M
Harbor Asset Planning, Inc.42,099
1.3% of portfolio›$1.7M
First American Bank40,745
0.1% of portfolio›$1.6M
Townsend Financial Planning, LLC40,010
1.4% of portfolio›$1.6M
StoneX Group Inc.39,757
0.1% of portfolio›$1.6M
Mcrae Capital Management Inc38,979
0.3% of portfolio›$1.6M
FCG Investment Co38,008
0.5% of portfolio›$1.5M
Fifth Third Securities, Inc.37,526
0.1% of portfolio›$1.5M
Cornerstone Wealth Management, LLC35,094
0.1% of portfolio›$1.4M
Creative Planning33,471
0.0% of portfolio›$1.4M
Flagship Harbor Advisors, LLC33,098
0.0% of portfolio›$1.3M
Harbor Investment Advisory, LLC30,954
0.1% of portfolio›$1.2M
Evergreen Private Wealth LLC30,105
0.4% of portfolio›$1.2M
Indivisible Partners28,948
0.1% of portfolio›$1.2M
Sovran Advisors, LLC27,569
0.1% of portfolio›$1.2M
Golden State Wealth Management, LLC25,023
0.1% of portfolio›$1.0M
Patten Group, Inc.24,047
0.1% of portfolio›$971.0K
IFP Advisors, Inc23,471
0.0% of portfolio›$947.8K
SFG Wealth Management, Llc.22,516
0.3% of portfolio›$909.2K
Mission Financial Group, LLC21,826
0.7% of portfolio›$881.3K
Geneva Partners, LLC21,260
0.3% of portfolio›$858.5K
Tenet Wealth Partners, LLC21,099
0.6% of portfolio›$852.0K
Kingswood Wealth Advisors, LLC20,139
0.0% of portfolio›$813.2K
Sowa Financial Group, Inc.20,099
0.6% of portfolio›$812.0K
Dynamic Financial Group19,603
0.6% of portfolio›$791.6K
Vontobel Holding Ltd.19,204
0.0% of portfolio›$775.5K
Snider Financial Group19,153
0.2% of portfolio›$773.4K
Carnegie Investment Counsel18,833
0.0% of portfolio›$760.5K
Truist Financial Corp18,816
0.0% of portfolio›$759.8K
Heritage Wealth Management, Inc.18,734
0.2% of portfolio›$756.5K
Demars Financial Group, LLC16,189
0.2% of portfolio›$653.7K
Goelzer Investment Management, Inc.15,890
0.0% of portfolio›$641.6K
InTrack Investment Management Inc15,736
0.3% of portfolio›$635.4K
Koshinski Asset Management, Inc.15,698
0.0% of portfolio›$633.9K
Parsons Capital Management Inc15,267
0.0% of portfolio›$616.5K
Oppenheimer & Co Inc15,194
0.0% of portfolio›$613.5K
MV Capital Management, Inc.13,677
0.1% of portfolio›$552.3K
Woodard & Co Asset Management Group Inc12,805
0.1% of portfolio›$517.1K
B. Riley Wealth Advisors, Inc.12,632
0.0% of portfolio›$510.1K
Titleist Asset Management, LLC12,622
0.0% of portfolio›$509.7K
Brighton Jones LLC12,586
0.0% of portfolio›$508.2K
J.W. Cole Advisors, Inc.12,524
0.0% of portfolio›$505.7K
Breakwater Capital Group11,950
0.1% of portfolio›$482.5K
Traynor Capital Management, Inc.11,926
0.0% of portfolio›$481.6K
Advisory Resource Group11,669
0.1% of portfolio›$471.2K
Vise Technologies, Inc.10,891
0.0% of portfolio›$439.8K
Benin Management Corp10,033
0.1% of portfolio›$405.1K
TrueWealth Advisors, LLC9,895
0.1% of portfolio›$399.6K
HBW Advisory Services LLC9,890
0.0% of portfolio›$399.4K
Dynamic Advisor Solutions LLC9,551
0.0% of portfolio›$385.7K
Copper Harbor Investment Advisors, LLC8,814
0.1% of portfolio›$355.9K
Wedbush Securities Inc8,750
0.0% of portfolio›$353.0K
Henderson Brothers Financial Partners, LLC8,353
0.1% of portfolio›$337.3K
Piscataqua Savings Bank8,000
0.2% of portfolio›$323.0K
Herbst Group, LLC8,000
0.2% of portfolio›$323.0K
Sigma Planning Corp7,578
0.0% of portfolio›$306.0K
KWB Wealth7,480
0.0% of portfolio›$302.1K
Williams & Novak Wealth Management, LLC7,476
0.2% of portfolio›$301.9K
US Bancorp \de\7,473
0.0% of portfolio›$301.8K
RF&L Wealth Management, LLC7,291
0.2% of portfolio›$294.4K
Fulton Bank, N.A.6,500
0.0% of portfolio›$262.5K
Atria Investments, Inc6,143
0.0% of portfolio›$248.1K
RAM Investment Partners, LLC5,994
0.0% of portfolio›$242.0K
ARK & TLK Investments, LLC5,893
0.1% of portfolio›$238.0K
Benchmark Financial, LLC5,726
0.2% of portfolio›$231.2K
Lido Advisors, LLC5,628
0.0% of portfolio›$227.3K
Fermata Advisors, LLC5,472
0.0% of portfolio›$220.9K
National Wealth Management Group, LLC5,195
0.1% of portfolio›$209.8K
Financial Management Network Inc5,168
0.0% of portfolio›$211.8K
Wesbanco Bank Inc5,123
0.0% of portfolio›$206.9K
Processus Wealth & Capital Management, LLC5,052
0.1% of portfolio›$204.0K
Galvin, Gaustad & Stein, LLC5,027
0.0% of portfolio›$203.0K
Pinnacle Associates LTD4,978
0.0% of portfolio›$201.0K
Byrne Asset Management LLC4,325
0.1% of portfolio›$176.0K
Latitude Advisors, LLC4,247
0.1% of portfolio›$171.5K
Root Financial Partners, LLC3,878
0.0% of portfolio›$156.6K
Holos Integrated Wealth LLC3,396
0.1% of portfolio›$139.4K
JFS Wealth Advisors, LLC2,851
0.0% of portfolio›$115.1K
Portfolio Resources Advisor Group, Inc.2,660
0.1% of portfolio›$107.4K
Financial Perspectives, Inc2,413
0.0% of portfolio›$97.4K
Private Trust Co NA1,935
0.0% of portfolio›$78.1K
Parallel Advisors, LLC1,920
0.0% of portfolio›$77.5K
CoreCap Advisors, LLC1,902
0.0% of portfolio›$76.8K
Glass Jacobson Investment Advisors llc1,770
0.0% of portfolio›$71.5K
Stone House Investment Management, LLC1,544
0.0% of portfolio›$62.4K
Nova Financial LLC1,514
0.0% of portfolio›$61.1K
Wilmington Savings Fund Society, FSB1,216
0.0% of portfolio›$49.1K
Pension & Wealth Management Advisors, Inc.1,101
0.0% of portfolio›$44.5K
MidAtlantic Capital Management, Inc.1,047
0.0% of portfolio›$42.3K
Assetmark, Inc961
0.0% of portfolio›$38.8K
Asset Dedication, LLC908
0.0% of portfolio›$36.7K
Creative Capital Management Investments LLC711
0.0% of portfolio›$28.7K
CX Institutional642
0.0% of portfolio›$26
Blue Trust, Inc.493
0.0% of portfolio›$19.9K
Richards, Merrill & Peterson, Inc.457
0.0% of portfolio›$18.5K
CKW Financial Group316
0.0% of portfolio›$13
Concord Wealth Partners284
0.0% of portfolio›$11.5K
Highline Wealth Partners LLC245
0.0% of portfolio›$9.9K
Cape Investment Advisory, Inc.219
0.0% of portfolio›$8.8K
Avion Wealth97
0.0% of portfolio›$3
Entrust Financial LLC86
0.0% of portfolio›$3.5K
TD Waterhouse Canada Inc.73
0.0% of portfolio›$3.0K
Buck Wealth Strategies, LLC61
0.0% of portfolio›$2.5K
Trust Co54
0.0% of portfolio›$2.2K
Rossby Financial, LCC21
0.0% of portfolio›$848
Horizons Wealth Management15
0.0% of portfolio›$606
Mainstream Capital Management LLC4
0.0% of portfolio›$162
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
4,887,038$197.3M0.3%ETFLowWaltham, MA2026-11-02
Thrivent Financial for Lutherans
2,438,785$98.5M0.3%GARPMediumMinneapolis, MN2026-11-05
Kestra Advisory Services, LLC
1,887,639$76.2M0.2%CoreLowAustin, TX2026-11-02
Richard P Slaughter Associates Inc
1,339,488$54.1M10.7%ETFMediumAustin, TX2026-10-13
GW Henssler & Associates LTD
1,235,212$49.9M2.2%CoreMediumKennesaw, GA2026-10-26
KFG Wealth Management, LLC
1,019,188$41.2M4.5%ETFMediumGranger, IN2026-10-16
Lifelong Wealth Advisors, Inc.
730,330$29.5M6.8%ETFLowArden Hills, MN2026-10-19
Kendall Capital Management
679,438$27.4M4.5%GARPLowRockville, MD2026-10-23
Adamsbrown Wealth Consultants LLC
641,618$25.9M4.7%ETFLowWichita, KS2026-10-20
Summit Financial Wealth Advisors, LLC
611,650$24.7M3.1%ETFLowLafayette, LA2026-10-15
Lynch & Associates
524,558$21.2M3.0%CoreVery LowEvansville, IN2026-10-13
Bank of New York Mellon Corp
506,263$20.4M0.0%CoreLowNew York, NY2026-11-05
Walled Lake Planning & Wealth Management, LLC
472,707$19.1M4.5%ETFLowHighland Park, IL2026-10-29
Mayfair Advisory Group, LLC
452,892$18.3M5.3%ETFLowBirmingham, AL2026-10-20
Walkner Condon Financial Advisors LLC
449,913$18.2M2.0%ETFLowVerona, WI2026-11-02
Elevation Point Wealth Partners, LLC
373,271$15.3M0.3%CoreHighDenver, CO2026-11-05
Valley National Advisers Inc
338,407$13.7M1.5%ETFLowBethlehem, PA2026-10-23
Parkside Investments, LLC
321,516$13.0M1.5%ETFLowDeerfield, IL2026-10-20
Wealth Enhancement Advisory Services, LLC
320,934$13.2M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
320,919$13.0M0.1%ETFLowFairfield, IA2026-11-02
Serenity Investment Advisors
308,707$12.5M5.4%ETFVery LowChicago, IL2026-10-30
Redhawk Wealth Advisors, Inc.
294,064$11.9M1.2%ETFHighMinneapolis, MN2026-10-14
Armor Investment Advisors, LLC
238,508$9.6M3.1%ETFLowRaleigh, NC2026-10-27
Waterway Wealth Management, LLC
231,077$8.4M1.6%ETFMediumThe Woodlands, TX2026-10-28
Base Wealth Management LLC
230,700$9.3M4.1%ETFMediumLakewood Ranch, FL2026-10-21
AdvisorNet Financial, Inc
226,853$9.3M0.4%ETFLowMinnetonka, MN2026-10-15
Strata Wealth Advisors, LLC
226,635$9.2M2.1%ETFLowDallas, TX2026-10-16
Park Avenue Securities LLC
219,814$8.9M0.1%ETFMediumNew York, NY2026-10-26
Investment Advisory Services Inc
214,127$8.6M2.4%CoreLowThe Woodlands, TX2026-10-27
MGO One Seven LLC
202,381$8.2M0.1%GrowthLowBeachwood, OH2026-10-28
TD Private Client Wealth LLC
200,237$8.1M0.1%ETFLowNew York, NY2026-10-28
Broadway Wealth Solutions, Inc.
198,622$8.0M3.6%ETFVery LowSan Antonio, TX2026-10-21
First Heartland Consultants, Inc.
153,547$6.2M0.4%ETFMediumLake St. Louis, MO2026-10-08
Flynn Zito Capital Management, LLC
148,455$6.0M1.6%ETFLowGarden City, NY2026-11-04
Provident Wealth Management, LLC
140,948$5.7M2.0%ETFVery LowBrentwood, TN2026-10-20
D.A. Davidson & Co.
138,929$5.6M0.0%CoreLowGreat Falls, MT2026-10-28
Verdence Capital Advisors LLC
132,882$5.4M0.2%CoreMediumHunt Valley, MD2026-10-26
Kestra Private Wealth Services, LLC
130,123$5.3M0.1%GrowthLowAustin, TX2026-10-30
Fifth Third Bancorp
110,045$4.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Andrews Advisory Associates, LLC
109,544$4.4M2.1%ETFLowHonolulu, HI2026-10-15
Greatmark Investment Partners, Inc.
105,580$4.3M0.5%ValueVery LowColumbus, GA2026-10-28
HB Wealth Management, LLC
105,488$4.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Independent Financial Group, LLC
94,161$3.8M0.1%GrowthLowSan Diego, CA2026-10-13
Creative Financial Designs Inc
93,252$3.8M0.2%ETFMediumKokomo, IN2026-11-04
BG Investment Services, LLC
90,752$3.7M0.5%GrowthVery LowHagatna, GU2026-10-23
PFG Advisors
90,064$3.6M0.2%ETFMediumPhoenix, AZ2026-10-16
FMA Wealth Management, LLC
88,142$3.6M2.2%ETFVery LowDuxbury, MA2026-10-21
Clearwave Capital, LLC
87,904$3.5M1.9%GrowthLowUpland, CA2026-10-27
Cornerstone Wealth, LLC
83,660$3.5M1.7%ETFMediumGreeneville, TN2026-10-28
Summit Wealth Group LLC / Co
81,363$3.3M0.2%ETFHighColorado Springs, CO2026-10-29
Cornell Pochily Investment Advisors, Inc.
81,362$3.3M0.9%CoreLowIthaca, NY2026-10-19
Uptick Partners, LLC
76,989$3.1M0.4%ETFLowNacogdoches, TX2026-11-04
Cyndeo Wealth Partners, LLC
75,469$3.0M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Genesis Private Wealth, LLC
69,122$2.8M0.8%ETFLowAshburn, VA2026-11-02
Farther Finance Advisors, LLC
65,239$2.6M0.0%IndexLowSan Francisco, CA2026-10-08
Cassilly Financial Group LLC
65,165$2.6M1.8%ETFLowSeverna Park, MD2026-10-07
Wealthcare Advisory Partners LLC
61,024$2.5M0.0%ETFLowWest Chester, PA2026-10-21
LongView Wealth Management
59,891$2.4M0.6%ETFLowAtlanta, GA2026-10-19
Worth Asset Management, LLC
55,284$2.2M0.7%ETFHighDallas, TX2026-10-07
Holland Advisory Services, Inc.
52,082$2.1M2.2%ETFLowOrmond Beach, FL2026-10-26
CRA Financial Services, LLC
50,429$2.0M0.2%ETFVery LowNorthfield, NJ2026-10-16
Certified Advisory Corp
46,883$1.9M0.2%ETFLowAltamonte Springs, FL2026-10-29
Noble Wealth Management PBC
45,363$1.8M0.8%YieldMediumGreenwood Village, CO2026-10-01
OmniStar Financial Group, Inc.
44,886$1.8M0.8%ValueHighWilmington, NC2026-10-26
Harbor Asset Planning, Inc.
42,099$1.7M1.3%ETFVery LowBelmont, MA2026-10-23
First American Bank
40,745$1.6M0.1%GrowthVery LowDundee, IL2026-10-27
Townsend Financial Planning, LLC
40,010$1.6M1.4%ETFVery LowMt Sterling, KY2026-11-02
StoneX Group Inc.
39,757$1.6M0.1%ETFMediumNew York, NY2026-11-03
Mcrae Capital Management Inc
38,979$1.6M0.3%CoreLowMorristown, NJ2026-10-15
FCG Investment Co
38,008$1.5M0.5%GrowthHighGermantown, TN2026-10-13
Fifth Third Securities, Inc.
37,526$1.5M0.1%ETFLowCincinnati, OH2026-10-21
Cornerstone Wealth Management, LLC
35,094$1.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
Creative Planning
33,471$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Flagship Harbor Advisors, LLC
33,098$1.3M0.0%ETFMediumBoston, MA2026-10-26
Harbor Investment Advisory, LLC
30,954$1.2M0.1%GrowthLowLutherville, MD2026-10-13
Evergreen Private Wealth LLC
30,105$1.2M0.4%CoreLowGreenwood Village, CO2026-10-30
Indivisible Partners
28,948$1.2M0.1%GrowthMediumClearwater, FL2026-10-26
Sovran Advisors, LLC
27,569$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
Golden State Wealth Management, LLC
25,023$1.0M0.1%ETFMediumSanta Ana, CA2026-11-02
Patten Group, Inc.
24,047$971.0K0.1%CoreLowChattanooga, TN2026-10-26
IFP Advisors, Inc
23,471$947.8K0.0%GrowthLowTampa, FL2026-10-16
SFG Wealth Management, Llc.
22,516$909.2K0.3%ETFMediumTowson, MD2026-10-23
Mission Financial Group, LLC
21,826$881.3K0.7%ETFN/AHonolulu, HI2026-10-21
Geneva Partners, LLC
21,260$858.5K0.3%MomentumHighLake Geneva, WI2026-10-26
Tenet Wealth Partners, LLC
21,099$852.0K0.6%ETFN/AChampaign, IL2026-10-19
Kingswood Wealth Advisors, LLC
20,139$813.2K0.0%GrowthLowSan Diego, CA2026-10-23
Sowa Financial Group, Inc.
20,099$812.0K0.6%ETFLowLincoln, RI2026-10-26
Dynamic Financial Group
19,603$791.6K0.6%ETFLowCedar Falls, IA2026-10-28
Vontobel Holding Ltd.
19,204$775.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Snider Financial Group
19,153$773.4K0.2%GrowthLowBellevue, WA2026-10-16
Carnegie Investment Counsel
18,833$760.5K0.0%CoreLowPepper Pike, OH2026-10-20
Truist Financial Corp
18,816$759.8K0.0%CoreLowCharlotte, NC2026-10-30
Heritage Wealth Management, Inc.
18,734$756.5K0.2%CoreLowCincinnati, OH2026-10-28
Demars Financial Group, LLC
16,189$653.7K0.2%ETFLowSpokane Valley, WA2026-10-22
Goelzer Investment Management, Inc.
15,890$641.6K0.0%GrowthLowCarmel, IN2026-10-16
InTrack Investment Management Inc
15,736$635.4K0.3%GrowthMediumSouth Burlington, VT2026-10-15
Koshinski Asset Management, Inc.
15,698$633.9K0.0%ETFLowDecatur, IL2026-10-29
Parsons Capital Management Inc
15,267$616.5K0.0%CoreLowProvidence, RI2026-10-28
Oppenheimer & Co Inc
15,194$613.5K0.0%CoreLowNew York, NY2026-10-26
MV Capital Management, Inc.
13,677$552.3K0.1%ETFLowBethesda, MD2026-10-29
Woodard & Co Asset Management Group Inc
12,805$517.1K0.1%ETFMediumBermuda Run, NC2026-11-03
B. Riley Wealth Advisors, Inc.
12,632$510.1K0.0%GrowthLowMemphis, TN2026-10-13
Titleist Asset Management, LLC
12,622$509.7K0.0%ETFLowSan Antonio, TX2026-10-08
Brighton Jones LLC
12,586$508.2K0.0%CoreVery LowSeattle, WA2026-11-03
J.W. Cole Advisors, Inc.
12,524$505.7K0.0%IndexLowTampa, FL2026-11-05
Breakwater Capital Group
11,950$482.5K0.1%ETFLowParamus, NJ2026-10-09
Traynor Capital Management, Inc.
11,926$481.6K0.0%GrowthLowMalvern, PA2026-10-29
Advisory Resource Group
11,669$471.2K0.1%GARPMediumTulsa, OK2026-10-26
Vise Technologies, Inc.
10,891$439.8K0.0%IndexLowNew York, NY2026-10-29
Benin Management Corp
10,033$405.1K0.1%CoreVery LowRedding, CT2026-10-22
TrueWealth Advisors, LLC
9,895$399.6K0.1%ETFMediumBirmingham, AL2026-10-09
HBW Advisory Services LLC
9,890$399.4K0.0%ETFMediumSimi Valley, CA2026-10-15
Dynamic Advisor Solutions LLC
9,551$385.7K0.0%ETFLowPhoenix, AZ2026-10-13
Copper Harbor Investment Advisors, LLC
8,814$355.9K0.1%ETFN/AAppleton, WI2026-10-16
Wedbush Securities Inc
8,750$353.0K0.0%CoreLowPasadena, CA2026-10-22
Henderson Brothers Financial Partners, LLC
8,353$337.3K0.1%ETFN/APittsburgh, PA2026-11-03
Piscataqua Savings Bank
8,000$323.0K0.2%CoreVery LowPortsmouth, NH2026-10-21
Herbst Group, LLC
8,000$323.0K0.2%GrowthHighWestport, CT2026-10-20
Sigma Planning Corp
7,578$306.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
KWB Wealth
7,480$302.1K0.0%ETFMediumRedlands, CA2026-10-16
Williams & Novak Wealth Management, LLC
7,476$301.9K0.2%ETFMediumWestlake Village, CA2026-10-09
US Bancorp \de\
7,473$301.8K0.0%IndexLowMinneapolis, MN2026-11-05
RF&L Wealth Management, LLC
7,291$294.4K0.2%ETFVery LowActon, MA2026-10-20
Fulton Bank, N.A.
6,500$262.5K0.0%CoreLowLancaster, PA2026-10-14
Atria Investments, Inc
6,143$248.1K0.0%CoreMediumCharlotte, NC2026-10-15
RAM Investment Partners, LLC
5,994$242.0K0.0%ETFLowBellevue, WA2026-10-21
ARK & TLK Investments, LLC
5,893$238.0K0.1%ETFLowOklahoma City, OK2026-10-20
Benchmark Financial, LLC
5,726$231.2K0.2%ETFVery LowWilmington, DE2026-10-16
Lido Advisors, LLC
5,628$227.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Fermata Advisors, LLC
5,472$220.9K0.0%ETFLowSonoma, CA2026-10-13
National Wealth Management Group, LLC
5,195$209.8K0.1%ETFMediumCincinnati, OH2026-10-26
Financial Management Network Inc
5,168$211.8K0.0%ETFLowMission Viejo, CA2026-10-09
Wesbanco Bank Inc
5,123$206.9K0.0%CoreLowWheeling, WV2026-11-04
Processus Wealth & Capital Management, LLC
5,052$204.0K0.1%GrowthVery LowBrentwood, TN2026-10-16
Galvin, Gaustad & Stein, LLC
5,027$203.0K0.0%CoreMediumScottsdale, AZ2026-10-08
Pinnacle Associates LTD
4,978$201.0K0.0%CoreLowNew York, NY2026-10-20
Byrne Asset Management LLC
4,325$176.0K0.1%CoreLowKingston, NJ2026-10-06
Latitude Advisors, LLC
4,247$171.5K0.1%ETFLowYorkville, IL2026-10-27
Root Financial Partners, LLC
3,878$156.6K0.0%ETFMediumEncinitas, CA2026-10-21
Holos Integrated Wealth LLC
3,396$139.4K0.1%ETFLowKennett Square, PA2026-10-23
JFS Wealth Advisors, LLC
2,851$115.1K0.0%ETFVery LowHermitage, PA2026-11-03
Portfolio Resources Advisor Group, Inc.
2,660$107.4K0.1%ETFMediumCoral Gables, FL2026-10-20
Financial Perspectives, Inc
2,413$97.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Private Trust Co NA
1,935$78.1K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
1,920$77.5K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
1,902$76.8K0.0%ETFMediumSouthfield, MI2026-10-08
Glass Jacobson Investment Advisors llc
1,770$71.5K0.0%ETFLowOwings Mills, MD2026-10-26
Stone House Investment Management, LLC
1,544$62.4K0.0%ETFMediumTunkhannock, PA2026-10-23
Nova Financial LLC
1,514$61.1K0.0%N/AN/ATucson, AZ2026-11-04
Wilmington Savings Fund Society, FSB
1,216$49.1K0.0%CoreLowWilmington, DE2026-10-23
Pension & Wealth Management Advisors, Inc.
1,101$44.5K0.0%ETFLowWaltham, MA2026-10-16
MidAtlantic Capital Management, Inc.
1,047$42.3K0.0%ETFVery LowRichmond, VA2026-11-05
Assetmark, Inc
961$38.8K0.0%ETFLowConcord, CA2026-10-21
Asset Dedication, LLC
908$36.7K0.0%ETFLowSan Francisco, CA2026-11-03
Creative Capital Management Investments LLC
711$28.7K0.0%ETFLowSan Diego, CA2026-10-28
CX Institutional
642$260.0%CoreMediumAuburn, IN2026-10-02
Blue Trust, Inc.
493$19.9K0.0%ETFLowBrentwood, TN2026-10-15
Richards, Merrill & Peterson, Inc.
457$18.5K0.0%GrowthLowSpokane, WA2026-10-19
CKW Financial Group
316$130.0%ETFVery LowHonolulu, HI2026-10-29
Concord Wealth Partners
284$11.5K0.0%GrowthLowAbingdon, VA2026-11-02
Highline Wealth Partners LLC
245$9.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Cape Investment Advisory, Inc.
219$8.8K0.0%ETFLowMcdonough, GA2026-10-13
Avion Wealth
97$30.0%ETFLowThe Woodlands, TX2026-11-04
Entrust Financial LLC
86$3.5K0.0%ETFLowWayne, PA2026-11-04
TD Waterhouse Canada Inc.
73$3.0K0.0%CoreLowToronto, Australia2026-10-16
Buck Wealth Strategies, LLC
61$2.5K0.0%ValueMediumDenver, CO2026-10-28
Trust Co
54$2.2K0.0%ETFVery LowManhattan, KS2026-10-09
Rossby Financial, LCC
21$8480.0%ETFMediumMelbourne, FL2026-11-05
Horizons Wealth Management
15$6060.0%ETFLowAsheville, NC2026-10-05
Mainstream Capital Management LLC
4$1620.0%GrowthLowLos Angeles, CA2026-10-23