IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust DJ Internet IND (FDN)

CUSIP: 33733E302 | NYSE | 1612 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Truist Financial Corp111,997
0.0% of portfolio›$32.3M
Commonwealth Equity Services, LLC88,881
0.0% of portfolio›$25.6M
Cambridge Investment Research Advisors, Inc.69,814
0.1% of portfolio›$20.1M
Tamar Securities, LLC65,348
1.7% of portfolio›$18.8M
Assetmark, Inc62,575
0.0% of portfolio›$18.0M
Beaumont Financial Advisors, LLC42,664
0.8% of portfolio›$12.3M
Citizens Financial Group Inc39,667
0.1% of portfolio›$11.4M
Daymark Wealth Partners, LLC37,740
0.2% of portfolio›$10.9M
Southland Equity Partners LLC31,668
1.6% of portfolio›$9.1M
Kestra Advisory Services, LLC31,318
0.0% of portfolio›$9.0M
SeaCrest Wealth Management, LLC30,138
1.0% of portfolio›$8.7M
Wealth Management Partners, LLC29,586
2.0% of portfolio›$8.5M
Pinnacle Associates LTD25,395
0.1% of portfolio›$7.3M
Creative Planning22,942
0.0% of portfolio›$6.6M
Somerset Trust Co22,605
1.8% of portfolio›$6.5M
NTV Asset Management LLC22,426
0.6% of portfolio›$6.5M
Concurrent Investment Advisors, LLC20,177
0.0% of portfolio›$5.8M
Vaquero Private Wealth, LTD19,925
1.2% of portfolio›$5.7M
MeadowBrook Investment Advisors LLC19,389
4.3% of portfolio›$5.5M
RFG Advisory, LLC19,009
0.1% of portfolio›$5.5M
Kestra Private Wealth Services, LLC17,473
0.1% of portfolio›$5.0M
Wealth Enhancement Advisory Services, LLC17,410
0.0% of portfolio›$5.1M
Paragon Private Wealth Management, LLC17,147
1.5% of portfolio›$4.9M
Pinnacle Wealth Management Advisory Group, LLC16,226
0.3% of portfolio›$4.7M
Prospera Financial Services Inc15,820
0.1% of portfolio›$4.2M
Nearside Advisors, LLC15,224
3.1% of portfolio›$4.4M
SFI Advisors, LLC12,875
3.1% of portfolio›$3.7M
Toth Financial Advisory Corp12,729
0.4% of portfolio›$3.7M
Plus Group Wealth Advisors LLC12,611
3.3% of portfolio›$3.6M
IFP Advisors, Inc10,308
0.1% of portfolio›$3.0M
WealthBridge Capital Management, LLC10,232
0.6% of portfolio›$3.0M
Union Bancaire Privee, UBP SA10,010
0.0% of portfolio›$2.8M
Rooted Wealth Advisors, Inc.9,706
0.6% of portfolio›$2.6M
Sigma Planning Corp9,300
0.1% of portfolio›$2.7M
Kraft, Davis & Associates, LLC9,256
0.6% of portfolio›$2.7M
TradeWell Securities, Llc.9,092
0.9% of portfolio›$2.6M
Sowell Financial Services LLC8,912
0.1% of portfolio›$2.6M
Quantum Private Wealth, LLC8,843
0.7% of portfolio›$2.6M
Westside Investment Management, Inc.8,514
0.3% of portfolio›$2.5M
Juncture Wealth Strategies, LLC8,513
0.6% of portfolio›$2.5M
Oppenheimer & Co Inc8,004
0.0% of portfolio›$2.3M
Guerra PAN Advisors, LLC7,504
1.2% of portfolio›$2.2M
Clear Creek Financial Management, LLC7,454
0.2% of portfolio›$2.2M
MTM Investment Management, LLC7,263
0.6% of portfolio›$2.1M
Dumont & Blake Investment Advisors LLC7,099
0.5% of portfolio›$2.0M
Sage Capital Management, LLC6,742
0.7% of portfolio›$1.9M
D.A. Davidson & Co.6,592
0.0% of portfolio›$1.9M
Onyx Bridge Wealth Group LLC6,575
0.2% of portfolio›$1.9M
Wagner Wealth Management, LLC6,466
0.3% of portfolio›$1.9M
Chicago Partners Investment Group LLC5,556
0.0% of portfolio›$1.6M
B. Riley Wealth Advisors, Inc.5,380
0.1% of portfolio›$1.6M
Defined Wealth Management, LLC5,268
0.8% of portfolio›$1.5M
Signature Estate & Investment Advisors LLC5,130
0.0% of portfolio›$1.5M
Citigroup Inc5,070
0.0% of portfolio›$1.5M
SP Asset Management LLC5,063
0.1% of portfolio›$1.5M
Iams Wealth Management, LLC5,050
0.4% of portfolio›$1.5M
MGO One Seven LLC4,978
0.0% of portfolio›$1.4M
Antonelli Financial Advisors, LLC4,957
1.0% of portfolio›$1.4M
Meitav Investment House LTD4,928
0.0% of portfolio›$1.4M
Ayalon Insurance Comp Ltd.4,758
1.0% of portfolio›$1.4M
Park Avenue Securities LLC4,697
0.0% of portfolio›$1.4M
Sound Income Strategies, LLC4,693
0.1% of portfolio›$1.4M
Apollon Wealth Management, LLC4,659
0.0% of portfolio›$1.3M
Global Assets Advisory, LLC4,453
0.3% of portfolio›$1.3M
Destiny Wealth Partners, LLC4,373
0.1% of portfolio›$1.2M
Ashton Thomas Private Wealth, LLC4,307
0.0% of portfolio›$1.2M
StoneX Group Inc.4,264
0.0% of portfolio›$1.2M
Elevation Capital Advisory, LLC4,168
0.5% of portfolio›$1.2M
Wealth Enhancement Trust Services, Inc.4,163
0.1% of portfolio›$1.2M
Pacific Excel Wealth Advisors, Inc.4,137
1.3% of portfolio›$1.2M
Farther Finance Advisors, LLC4,052
0.0% of portfolio›$1.2M
Cornerstone Wealth Management, LLC4,044
0.0% of portfolio›$1.2M
Dhjj Financial Advisors, Ltd.3,871
0.3% of portfolio›$1.1M
Valeo Financial Advisors, LLC3,832
0.0% of portfolio›$1.1M
Dynamic Advisor Solutions LLC3,721
0.0% of portfolio›$1.1M
Brookstone Capital Management3,705
0.0% of portfolio›$1.1M
HB Wealth Management, LLC3,653
0.0% of portfolio›$1.1M
Princeton Global Asset Management LLC3,515
0.1% of portfolio›$1.0M
Alchemi Wealth, LLC3,477
0.5% of portfolio›$1.0M
Independent Financial Group, LLC3,397
0.0% of portfolio›$979.9K
Integrity Alliance, Llc.3,209
0.0% of portfolio›$925.6K
Bensler, LLC3,173
0.1% of portfolio›$915.3K
Miramontes Capital, LLC3,119
0.3% of portfolio›$899.7K
Midwest Financial Network, LLC3,102
0.6% of portfolio›$894.7K
Capital Investment Counsel, LLC3,085
0.1% of portfolio›$889.9K
Equitable Trust Co3,072
0.0% of portfolio›$886.1K
Burke & Herbert Bank & Trust Co2,994
0.2% of portfolio›$863.6K
Parallel Advisors, LLC2,943
0.0% of portfolio›$848.9K
Lanark Financial, Inc.2,862
0.1% of portfolio›$825.5K
Brian LOW Financial Group, LLC2,855
0.5% of portfolio›$823.5K
Greenspring Advisors, LLC2,765
0.0% of portfolio›$797.6K
QTR Family Wealth, LLC2,740
0.3% of portfolio›$790.4K
Ebert Capital Management Inc.2,721
0.7% of portfolio›$784.9K
Harmony Asset Management LLC2,701
0.2% of portfolio›$779.1K
Lineweaver Wealth Advisors, LLC2,676
0.1% of portfolio›$771.9K
EverSource Wealth Advisors, LLC2,642
0.0% of portfolio›$762.1K
HF Advisory Group, LLC2,615
0.2% of portfolio›$754.2K
Lyell Wealth Management, LP2,568
0.0% of portfolio›$740.7K
International Assets Investment Management, LLC2,417
0.0% of portfolio›$699.3K
First International Bank of Israel Ltd.2,384
0.3% of portfolio›$687.7K
Kingswood Wealth Advisors, LLC2,359
0.0% of portfolio›$680.5K
Harbor Investment Advisory, LLC2,356
0.0% of portfolio›$679.6K
Karnit Road Accident Victims Compensation Fund2,270
0.4% of portfolio›$654.8K
Rockline Wealth Management, LLC2,258
0.1% of portfolio›$651.3K
TopTier Wealth Management, LLC2,212
0.4% of portfolio›$637.9K
Fifth Third Securities, Inc.2,198
0.0% of portfolio›$634.0K
Berkshire Money Management, Inc.2,188
0.1% of portfolio›$631.1K
McKinley Carter Wealth Services, Inc.2,138
0.0% of portfolio›$616.7K
Quad-Cities Investment Group, LLC2,110
0.2% of portfolio›$608.6K
Decker Wealth Management LLC2,096
0.1% of portfolio›$604.6K
Novem Group2,088
0.1% of portfolio›$602.3K
CoreCap Advisors, LLC2,056
0.0% of portfolio›$593.1K
Mullooly Asset Management, Inc.2,050
0.2% of portfolio›$591.3K
Richmond Investment Services, LLC2,044
0.2% of portfolio›$589.6K
Forvis Mazars Wealth Advisors, LLC2,029
0.0% of portfolio›$585.3K
Shade Tree Advisors LLC2,000
0.3% of portfolio›$576.9K
Fusion Capital, LLC1,997
0.1% of portfolio›$576.0K
Means Investment Co., Inc.1,979
0.0% of portfolio›$570.8K
Puff Wealth Management, LLC1,931
0.5% of portfolio›$556.9K
Morey & Quinn Wealth Partners, LLC1,916
0.4% of portfolio›$552.7K
626 Financial, LLC1,904
0.2% of portfolio›$549.2K
Signature Wealth Management Partners, LLC1,867
0.2% of portfolio›$538.5K
Nilsine Partners, LLC1,837
0.0% of portfolio›$529.9K
Choreo, LLC1,835
0.0% of portfolio›$529.3K
Woodward Diversified Capital, LLC1,827
0.2% of portfolio›$527.0K
Asset Dedication, LLC1,805
0.0% of portfolio›$520.7K
Maltin Wealth Management, Inc.1,785
0.2% of portfolio›$514.9K
Golden State Wealth Management, LLC1,771
0.0% of portfolio›$510.8K
Sensible Money, LLC1,765
0.1% of portfolio›$509.1K
Capital Wealth Alliance, LLC1,757
0.2% of portfolio›$506.8K
Wedbush Securities Inc1,746
0.0% of portfolio›$504.0K
Spire Wealth Management1,744
0.0% of portfolio›$503.0K
PFG Advisors1,732
0.0% of portfolio›$499.6K
Sherman Wealth Management LLC1,705
0.3% of portfolio›$491.8K
Asset Allocation Strategies LLC1,704
0.1% of portfolio›$491.4K
Perigon Wealth Management, LLC1,704
0.0% of portfolio›$491.5K
Redhawk Wealth Advisors, Inc.1,704
0.0% of portfolio›$491.5K
Oak Harvest Investment Services1,700
0.0% of portfolio›$490.4K
Ridgeline Wealth Planning, LLC1,627
0.3% of portfolio›$469.3K
Capital Investment Advisory Services, LLC1,611
0.0% of portfolio›$464.3K
Crown Wealth Group, LLC1,605
0.1% of portfolio›$463.0K
Valley National Advisers Inc1,566
0.0% of portfolio›$451.7K
Triumph Capital Management1,551
0.1% of portfolio›$447.5K
tru Independence LLC1,546
0.2% of portfolio›$445.9K
Consolidated Capital Management, LLC1,543
0.1% of portfolio›$445.1K
Redstone Wealth Management, LLC1,523
0.3% of portfolio›$439.3K
Y-Intercept (Hong Kong) Ltd1,501
0.0% of portfolio›$433.0K
Focus Financial Network, Inc.1,483
0.0% of portfolio›$427.8K
Saxon Interests, Inc.1,481
0.1% of portfolio›$427.2K
Global View Capital Management LLC1,478
0.1% of portfolio›$426.3K
Lido Advisors, LLC1,433
0.0% of portfolio›$413.3K
Ignite Planners, LLC1,430
0.1% of portfolio›$412.5K
Eagle Strategies LLC1,419
0.0% of portfolio›$409.3K
Accurate Wealth Management, LLC1,416
0.0% of portfolio›$424.0K
Mather Group, Llc.1,401
0.0% of portfolio›$404.1K
Robertson Stephens Wealth Management, LLC1,398
0.0% of portfolio›$403.3K
Balance Wealth Partners LLC1,366
0.1% of portfolio›$394.0K
Diversified Enterprises, LLC1,363
0.0% of portfolio›$393.2K
Syntegra Private Wealth Group, LLC1,355
0.0% of portfolio›$390.9K
Patriot Investment Management Group, Inc.1,347
0.0% of portfolio›$388.5K
Sather Financial Group Inc1,340
0.0% of portfolio›$386.5K
First Heartland Consultants, Inc.1,319
0.0% of portfolio›$380.5K
Cordgrass Capital Advisors, LLC1,282
0.1% of portfolio›$369.8K
Archer Investment Corp1,242
0.1% of portfolio›$358.3K
Clear Wave Wealth Management LLC1,229
0.1% of portfolio›$354.4K
Gratus Wealth Advisors, LLC1,221
0.0% of portfolio›$352.2K
Keystone Wealth Services, LLC1,214
0.1% of portfolio›$349.2K
High Net Worth Advisory Group LLC1,205
0.1% of portfolio›$347.6K
Meridian Wealth Management, LLC1,188
0.0% of portfolio›$342.7K
Genesee Capital Advisors, LLC1,175
0.1% of portfolio›$338.9K
Annex Advisory Services, LLC1,171
0.0% of portfolio›$337.8K
Signature Equity Partners, LLC1,168
0.1% of portfolio›$336.9K
Fortune Financial Group, Inc.1,159
0.3% of portfolio›$334.3K
Signaturefd, LLC1,129
0.0% of portfolio›$325.7K
Procyon Advisors, LLC1,119
0.0% of portfolio›$322.8K
Atlas Private Wealth Advisors1,116
0.1% of portfolio›$321.9K
Csenge Advisory Group1,107
0.0% of portfolio›$319.4K
Formidable Asset Management, LLC1,105
0.0% of portfolio›$292.5K
ATX Financial Planning, LLC1,095
0.2% of portfolio›$315.9K
Apella Capital, LLC1,077
0.0% of portfolio›$318.3K
Insight Advisors, LLC/ PA1,072
0.1% of portfolio›$309.2K
Cambridge Advisors Inc.1,046
0.1% of portfolio›$301.7K
Griffith & Werner, Inc.1,043
0.1% of portfolio›$300.9K
Titleist Asset Management, LLC1,022
0.0% of portfolio›$294.8K
National Wealth Management Group, LLC1,012
0.1% of portfolio›$291.9K
Koshinski Asset Management, Inc.1,011
0.0% of portfolio›$291.6K
Grove Bank & Trust1,000
0.0% of portfolio›$288.5K
August Group Capital Ltd1,000
0.3% of portfolio›$288.5K
Howard Wealth Management, LLC1,000
0.1% of portfolio›$288.5K
Globalt Investments LLC / GA1,000
0.0% of portfolio›$288.5K
Manchester Capital Management LLC1,000
0.0% of portfolio›$287.6K
Smith Salley Wealth Management1,000
0.0% of portfolio›$288.5K
Cynosure Group, LLC1,000
0.0% of portfolio›$288.5K
Tempus Wealth Planning, LLC996
0.1% of portfolio›$287.3K
Clarus Group, Inc.981
0.1% of portfolio›$283.0K
IPG Investment Advisors LLC980
0.0% of portfolio›$282.7K
Reap Financial Group, LLC973
0.0% of portfolio›$280.7K
Modera Wealth Management, LLC964
0.0% of portfolio›$278.1K
CX Institutional934
0.0% of portfolio›$269
MinichMacGregor Wealth Management, LLC927
0.0% of portfolio›$267.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors913
0.0% of portfolio›$263.4K
Private Trust Co NA912
0.0% of portfolio›$263.1K
Forum Financial Management, LP905
0.0% of portfolio›$261.0K
Blue Trust, Inc.902
0.0% of portfolio›$260.2K
Childress Capital Advisors, LLC887
0.0% of portfolio›$255.9K
Creative Financial Designs Inc873
0.0% of portfolio›$251.8K
BIP Wealth, LLC868
0.0% of portfolio›$250.4K
Green Ridge Wealth Planning LLC858
0.1% of portfolio›$247.5K
Catalyst Private Wealth, LLC858
0.1% of portfolio›$247.5K
Fiduciary Financial Group, LLC820
0.0% of portfolio›$236.5K
Private Client Services, LLC813
0.1% of portfolio›$234.5K
AlphaCore Capital LLC807
0.0% of portfolio›$232.8K
Evolution Wealth Advisors, LLC807
0.0% of portfolio›$232.8K
Welch & Forbes LLC805
0.0% of portfolio›$232.2K
Capital Investment Counsel, Inc800
0.0% of portfolio›$230.8K
Patten & Patten Inc797
0.0% of portfolio›$229.9K
Summit Financial Strategies, Inc.795
0.0% of portfolio›$229.3K
Walkner Condon Financial Advisors LLC779
0.0% of portfolio›$224.6K
Gamma Investing LLC778
0.0% of portfolio›$224.4K
Founders Financial Securities LLC776
0.0% of portfolio›$223.8K
Avaii Wealth Management, LLC763
0.1% of portfolio›$222.6K
Parkway Wealth Management Group, LLC758
0.0% of portfolio›$218.6K
Huntleigh Advisors, Inc.751
0.0% of portfolio›$216.6K
Fifth Third Wealth Advisors LLC750
0.0% of portfolio›$216.3K
71 West Capital Partners749
0.0% of portfolio›$216.0K
Financial Consulate, Inc747
0.0% of portfolio›$215.5K
Cahaba Wealth Management, Inc.734
0.0% of portfolio›$211.7K
Clear Point Advisors Inc.710
0.1% of portfolio›$204.8K
October Effect Ltd696
0.2% of portfolio›$200.8K
Avantax Planning Partners, Inc.696
0.0% of portfolio›$200.8K
Bank of New Hampshire690
0.0% of portfolio›$199.0K
Rosenberg Matthew Hamilton611
0.0% of portfolio›$176.2K
Allspring Global Investments Holdings, LLC584
0.0% of portfolio›$169.0K
Key Capital Management, Inc529
0.1% of portfolio›$152.6K
Parkside Financial Bank & Trust497
0.0% of portfolio›$143.4K
Security National Bank495
0.0% of portfolio›$142.8K
Cullen T Bankers, Inc.445
0.0% of portfolio›$128.4K
Lodestone Wealth Management LLC395
0.0% of portfolio›$113.9K
Trust Co of Toledo NA388
0.0% of portfolio›$111.9K
Activest Wealth Management356
0.0% of portfolio›$102.7K
Atwood & Palmer Inc345
0.0% of portfolio›$99.5K
Kroeger Financial Partners333
0.1% of portfolio›$96.1K
RMG Wealth Management LLC328
0.0% of portfolio›$92.2K
TD Waterhouse Canada Inc.325
0.0% of portfolio›$94.0K
Hilton Head Capital Partners, LLC298
0.0% of portfolio›$86.0K
Hazlett, Burt & Watson, Inc.280
0.0% of portfolio›$59.0K
Murphy & Mullick Capital Management Corp278
0.0% of portfolio›$80.2K
Elevation Wealth Partners, LLC232
0.0% of portfolio›$66.9K
Capital Advisors, Ltd. LLC211
0.0% of portfolio›$61.0K
Albion Financial Group206
0.0% of portfolio›$59.4K
Salomon & Ludwin, LLC200
0.0% of portfolio›$57.7K
West Branch Capital LLC194
0.0% of portfolio›$56.0K
GoalVest Advisory LLC194
0.0% of portfolio›$56.0K
Pinnacle Bancorp, Inc.180
0.0% of portfolio›$51.9K
Next Level Wealth Planning, LLC180
0.0% of portfolio›$51.9K
Mosley Wealth Management175
0.0% of portfolio›$51.4K
Heritage Family Offices, LLP169
0.0% of portfolio›$48.7K
Cape Investment Advisory, Inc.168
0.0% of portfolio›$48.5K
Cassaday & Co Wealth Management LLC155
0.0% of portfolio›$44.7K
Abound Wealth Management150
0.0% of portfolio›$43.3K
Beacon Investment Advisory Services, Inc.136
0.0% of portfolio›$39.2K
Trust Co of Vermont129
0.0% of portfolio›$37.2K
Compass Wealth Management LLC127
0.0% of portfolio›$36.6K
Key FInancial Inc124
0.0% of portfolio›$35.8K
Compass Financial Management LLC124
0.0% of portfolio›$35.8K
Tounjian Advisory Partners, LLC122
0.0% of portfolio›$35.2K
Hyposwiss Advisors SA120
0.0% of portfolio›$34.6K
Piscataqua Savings Bank113
0.0% of portfolio›$32.6K
Bullock Wealth Management Group108
0.0% of portfolio›$31.2K
Chung Wu Investment Group, LLC100
0.0% of portfolio›$28.8K
Chilton Capital Management LLC100
0.0% of portfolio›$28.8K
Y.D. More Investments Ltd100
0.0% of portfolio›$28.8K
Aventus Investment Advisors, Inc.94
0.0% of portfolio›$27.1K
Laurel Wealth Advisors LLC89
0.0% of portfolio›$25.7K
Elevated Capital Advisors, LLC82
0.0% of portfolio›$23.7K
Horizon Financial Services, LLC79
0.0% of portfolio›$22.8K
Asset Planning,Inc76
0.0% of portfolio›$21.9K
Wolff Wiese Magana LLC75
0.0% of portfolio›$21.6K
Networth Advisors, LLC69
0.0% of portfolio›$19.9K
Mcdonald Partners LLC65
0.0% of portfolio›$18.7K
City State Bank60
0.0% of portfolio›$17.3K
Central Pacific Bank - Trust Division54
0.0% of portfolio›$15.6K
Evermay Wealth Management LLC50
0.0% of portfolio›$14.4K
Global Trust Asset Management, LLC50
0.0% of portfolio›$14.4K
Noble Wealth Management PBC50
0.0% of portfolio›$14.4K
Arlington Trust Co LLC50
0.0% of portfolio›$14.4K
Hughes Financial Services, LLC48
0.0% of portfolio›$13.2K
Kingdom Financial Group Llc.47
0.0% of portfolio›$13.6K
Halbert Hargrove Global Advisors, LLC46
0.0% of portfolio›$13.3K
Davis Capital Management44
0.0% of portfolio›$12.7K
Barrett & Company, Inc.39
0.0% of portfolio›$11.2K
Concord Wealth Partners37
0.0% of portfolio›$10.7K
SBI Securities Co., Ltd.33
0.0% of portfolio›$9.5K
Buck Wealth Strategies, LLC33
0.0% of portfolio›$9.5K
Rachor Investment Advisory Services, LLC29
0.0% of portfolio›$8.4K
POM Investment Strategies, LLC26
0.0% of portfolio›$7.5K
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$7.2K
Thurston, Springer, Miller, Herd & Titak, Inc.20
0.0% of portfolio›$5.8K
Lloyd Advisory Services, Llc.16
0.0% of portfolio›$4.6K
Quest 10 Wealth Builders, Inc.15
0.0% of portfolio›$4.3K
Root Financial Partners, LLC12
0.0% of portfolio›$3.5K
Independence Bank of Kentucky12
0.0% of portfolio›$3.5K
Evolution Wealth Management Inc.9
0.0% of portfolio›$2.6K
Gilpin Wealth Management, LLC9
0.0% of portfolio›$2.6K
Brown, Lisle Ings, Inc.7
0.0% of portfolio›$2.0K
Birch Financial Group, LLC7
0.0% of portfolio›$2.0K
Pinnacle Wealth Planning Services, Inc.4
0.0% of portfolio›$1.2K
PFS Partners, LLC4
0.0% of portfolio›$1.2K
Main Street Group, LTD1
0.0% of portfolio›$288
StyleTurnoverLocationFiled
Truist Financial Corp
111,997$32.3M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
88,881$25.6M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
69,814$20.1M0.1%ETFLowFairfield, IA2026-11-02
Tamar Securities, LLC
65,348$18.8M1.7%CoreLowWoodland Hills, CA2026-11-03
Assetmark, Inc
62,575$18.0M0.0%ETFLowConcord, CA2026-10-21
Beaumont Financial Advisors, LLC
42,664$12.3M0.8%GrowthMediumNeedham, MA2026-10-22
Citizens Financial Group Inc
39,667$11.4M0.1%GrowthLowProvidence, RI2026-10-23
Daymark Wealth Partners, LLC
37,740$10.9M0.2%CoreLowCincinnati, OH2026-11-04
Southland Equity Partners LLC
31,668$9.1M1.6%ETFLowWildwood, MO2026-10-14
Kestra Advisory Services, LLC
31,318$9.0M0.0%CoreLowAustin, TX2026-11-02
SeaCrest Wealth Management, LLC
30,138$8.7M1.0%GrowthLowPurchase, NY2026-10-21
Wealth Management Partners, LLC
29,586$8.5M2.0%Agg GrowthLowTucson, AZ2026-10-21
Pinnacle Associates LTD
25,395$7.3M0.1%CoreLowNew York, NY2026-10-20
Creative Planning
22,942$6.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Somerset Trust Co
22,605$6.5M1.8%CoreVery LowSomerset, PA2026-10-13
NTV Asset Management LLC
22,426$6.5M0.6%GrowthLowCharleston, WV2026-10-23
Concurrent Investment Advisors, LLC
20,177$5.8M0.0%GrowthMediumTampa, FL2026-10-16
Vaquero Private Wealth, LTD
19,925$5.7M1.2%ETFN/ADallas, TX2026-10-27
MeadowBrook Investment Advisors LLC
19,389$5.5M4.3%CoreLowLivonia, MI2026-10-29
RFG Advisory, LLC
19,009$5.5M0.1%ETFMediumBirmingham, AL2026-11-03
Kestra Private Wealth Services, LLC
17,473$5.0M0.1%GrowthLowAustin, TX2026-10-30
Wealth Enhancement Advisory Services, LLC
17,410$5.1M0.0%CoreLowPlymouth, MN2026-10-13
Paragon Private Wealth Management, LLC
17,147$4.9M1.5%GrowthLowLexington, KY2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
16,226$4.7M0.3%GrowthLowRed Bank, NJ2026-10-23
Prospera Financial Services Inc
15,820$4.2M0.1%CoreMediumDallas, TX2026-11-04
Nearside Advisors, LLC
15,224$4.4M3.1%Agg GrowthN/AIndianapolis, IN2026-10-20
SFI Advisors, LLC
12,875$3.7M3.1%ETFLowMontclair, NJ2026-10-30
Toth Financial Advisory Corp
12,729$3.7M0.4%CoreLowLeesburg, VA2026-10-08
Plus Group Wealth Advisors LLC
12,611$3.6M3.3%ETFLowBelgium, WI2026-10-19
IFP Advisors, Inc
10,308$3.0M0.1%GrowthLowTampa, FL2026-10-16
WealthBridge Capital Management, LLC
10,232$3.0M0.6%ETFLowWesterville, OH2026-10-16
Union Bancaire Privee, UBP SA
10,010$2.8M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Rooted Wealth Advisors, Inc.
9,706$2.6M0.6%ETFLowBourbonnais, IL2026-11-03
Sigma Planning Corp
9,300$2.7M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Kraft, Davis & Associates, LLC
9,256$2.7M0.6%ETFMediumSt. Louis, MO2026-10-21
TradeWell Securities, Llc.
9,092$2.6M0.9%GrowthVery LowFort Wayne, IN2026-10-21
Sowell Financial Services LLC
8,912$2.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Quantum Private Wealth, LLC
8,843$2.6M0.7%GrowthLowTampa, FL2026-10-20
Westside Investment Management, Inc.
8,514$2.5M0.3%GrowthLowSanta Monica, CA2026-11-02
Juncture Wealth Strategies, LLC
8,513$2.5M0.6%ETFLowScottsdale, AZ2026-10-06
Oppenheimer & Co Inc
8,004$2.3M0.0%CoreLowNew York, NY2026-10-26
Guerra PAN Advisors, LLC
7,504$2.2M1.2%GrowthVery LowMontclair, NJ2026-10-26
Clear Creek Financial Management, LLC
7,454$2.2M0.2%ETFMediumSilverdale, WA2026-10-28
MTM Investment Management, LLC
7,263$2.1M0.6%CoreVery LowSpartanburg, SC2026-10-30
Dumont & Blake Investment Advisors LLC
7,099$2.0M0.5%CoreVery LowPrinceton, NJ2026-10-28
Sage Capital Management, LLC
6,742$1.9M0.7%ETFLowStockton, NJ2026-10-20
D.A. Davidson & Co.
6,592$1.9M0.0%CoreLowGreat Falls, MT2026-10-28
Onyx Bridge Wealth Group LLC
6,575$1.9M0.2%ETFMediumTarrytown, NY2026-10-16
Wagner Wealth Management, LLC
6,466$1.9M0.3%ETFLowGreenville, SC2026-10-21
Chicago Partners Investment Group LLC
5,556$1.6M0.0%GARPLowChicago, IL2026-10-27
B. Riley Wealth Advisors, Inc.
5,380$1.6M0.1%GrowthLowMemphis, TN2026-10-13
Defined Wealth Management, LLC
5,268$1.5M0.8%ETFLowBeaverton, OR2026-10-19
Signature Estate & Investment Advisors LLC
5,130$1.5M0.0%ETFMediumLos Angeles, CA2026-10-13
Citigroup Inc
5,070$1.5M0.0%CoreMediumNew York, NY2026-11-04
SP Asset Management LLC
5,063$1.5M0.1%CoreVery LowCupertino, CA2026-11-05
Iams Wealth Management, LLC
5,050$1.5M0.4%CoreMediumOmaha, NE2026-10-15
MGO One Seven LLC
4,978$1.4M0.0%GrowthLowBeachwood, OH2026-10-28
Antonelli Financial Advisors, LLC
4,957$1.4M1.0%ETFLowGrosse Pointe, MI2026-10-13
Meitav Investment House LTD
4,928$1.4M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Ayalon Insurance Comp Ltd.
4,758$1.4M1.0%ETFLowRamat Gan, Luxembourg2026-10-08
Park Avenue Securities LLC
4,697$1.4M0.0%ETFMediumNew York, NY2026-10-26
Sound Income Strategies, LLC
4,693$1.4M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Apollon Wealth Management, LLC
4,659$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Global Assets Advisory, LLC
4,453$1.3M0.3%GrowthHighOrlando, FL2026-10-28
Destiny Wealth Partners, LLC
4,373$1.2M0.1%ETFMediumTavares, FL2026-11-05
Ashton Thomas Private Wealth, LLC
4,307$1.2M0.0%CoreMediumScottsdale, AZ2026-11-03
StoneX Group Inc.
4,264$1.2M0.0%ETFMediumNew York, NY2026-11-03
Elevation Capital Advisory, LLC
4,168$1.2M0.5%ETFVery HighBend, OR2026-10-29
Wealth Enhancement Trust Services, Inc.
4,163$1.2M0.1%GrowthMediumSioux Falls, SD2026-10-07
Pacific Excel Wealth Advisors, Inc.
4,137$1.2M1.3%ETFHighWalnut Creek, CA2026-10-27
Farther Finance Advisors, LLC
4,052$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Cornerstone Wealth Management, LLC
4,044$1.2M0.0%ETFVery LowSt. Peters, MO2026-11-04
Dhjj Financial Advisors, Ltd.
3,871$1.1M0.3%ETFVery LowNaperville, IL2026-10-23
Valeo Financial Advisors, LLC
3,832$1.1M0.0%ETFLowCarmel, IN2026-10-08
Dynamic Advisor Solutions LLC
3,721$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
Brookstone Capital Management
3,705$1.1M0.0%ETFMediumWheaton, IL2026-10-22
HB Wealth Management, LLC
3,653$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Princeton Global Asset Management LLC
3,515$1.0M0.1%GrowthLowPrinceton, NJ2026-10-21
Alchemi Wealth, LLC
3,477$1.0M0.5%CoreLowEssex, CT2026-11-04
Independent Financial Group, LLC
3,397$979.9K0.0%GrowthLowSan Diego, CA2026-10-13
Integrity Alliance, Llc.
3,209$925.6K0.0%ETFMediumUrbandale, IA2026-10-29
Bensler, LLC
3,173$915.3K0.1%MomentumMediumBellevue, WA2026-11-05
Miramontes Capital, LLC
3,119$899.7K0.3%GrowthVery LowNewport, CA2026-10-19
Midwest Financial Network, LLC
3,102$894.7K0.6%ETFHighTinley Park, IL2026-10-13
Capital Investment Counsel, LLC
3,085$889.9K0.1%CoreLowDenver, CO2026-10-14
Equitable Trust Co
3,072$886.1K0.0%CoreLowNashville, TN2026-10-13
Burke & Herbert Bank & Trust Co
2,994$863.6K0.2%CoreVery LowAlexandria, VA2026-11-02
Parallel Advisors, LLC
2,943$848.9K0.0%IndexLowSan Francisco, CA2026-11-03
Lanark Financial, Inc.
2,862$825.5K0.1%CoreMediumBirmingham, AL2026-10-26
Brian LOW Financial Group, LLC
2,855$823.5K0.5%CoreMediumBaton Rouge, LA2026-10-28
Greenspring Advisors, LLC
2,765$797.6K0.0%ETFVery LowTowson, MD2026-11-05
QTR Family Wealth, LLC
2,740$790.4K0.3%GrowthMediumLake Mary, FL2026-11-02
Ebert Capital Management Inc.
2,721$784.9K0.7%Agg GrowthVery LowEureka, CA2026-10-08
Harmony Asset Management LLC
2,701$779.1K0.2%GrowthMediumScottsdale, AZ2026-10-20
Lineweaver Wealth Advisors, LLC
2,676$771.9K0.1%ETFLowValley View, OH2026-10-13
EverSource Wealth Advisors, LLC
2,642$762.1K0.0%CoreMediumBirmingham, AL2026-11-04
HF Advisory Group, LLC
2,615$754.2K0.2%ValueLowAnnapolis, MD2026-10-09
Lyell Wealth Management, LP
2,568$740.7K0.0%GrowthLowMenlo Park, CA2026-10-30
International Assets Investment Management, LLC
2,417$699.3K0.0%CoreVery HighOrlando, FL2026-11-02
First International Bank of Israel Ltd.
2,384$687.7K0.3%ETFMediumTel Aviv, Luxembourg2026-11-04
Kingswood Wealth Advisors, LLC
2,359$680.5K0.0%GrowthLowSan Diego, CA2026-10-23
Harbor Investment Advisory, LLC
2,356$679.6K0.0%GrowthLowLutherville, MD2026-10-13
Karnit Road Accident Victims Compensation Fund
2,270$654.8K0.4%ETFN/ATel-Aviv, Luxembourg2026-11-04
Rockline Wealth Management, LLC
2,258$651.3K0.1%GrowthLowIslip Terrace, NY2026-10-26
TopTier Wealth Management, LLC
2,212$637.9K0.4%ETFVery LowMuskego, WI2026-10-16
Fifth Third Securities, Inc.
2,198$634.0K0.0%ETFLowCincinnati, OH2026-10-21
Berkshire Money Management, Inc.
2,188$631.1K0.1%ETFMediumDalton, MA2026-10-21
McKinley Carter Wealth Services, Inc.
2,138$616.7K0.0%ETFMediumWheeling, WV2026-10-16
Quad-Cities Investment Group, LLC
2,110$608.6K0.2%CoreLowDavenport, IA2026-10-16
Decker Wealth Management LLC
2,096$604.6K0.1%MomentumLowNashville, TN2026-10-09
Novem Group
2,088$602.3K0.1%ETFMediumRochester, NY2026-10-19
CoreCap Advisors, LLC
2,056$593.1K0.0%ETFMediumSouthfield, MI2026-10-08
Mullooly Asset Management, Inc.
2,050$591.3K0.2%ETFVery LowWall Township, NJ2026-10-30
Richmond Investment Services, LLC
2,044$589.6K0.2%ETFLowMequon, WI2026-10-29
Forvis Mazars Wealth Advisors, LLC
2,029$585.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Shade Tree Advisors LLC
2,000$576.9K0.3%ETFMediumSaratoga Springs, NY2026-10-22
Fusion Capital, LLC
1,997$576.0K0.1%GrowthLowMt. Pleasant, SC2026-10-28
Means Investment Co., Inc.
1,979$570.8K0.0%GrowthVery LowBangor, ME2026-11-03
Puff Wealth Management, LLC
1,931$556.9K0.5%ETFLowHaddonfield, NJ2026-10-07
Morey & Quinn Wealth Partners, LLC
1,916$552.7K0.4%CoreVery LowOmaha, NE2026-10-28
626 Financial, LLC
1,904$549.2K0.2%CoreLowPortage, MI2026-11-04
Signature Wealth Management Partners, LLC
1,867$538.5K0.2%GrowthVery LowMontvale, NJ2026-10-21
Nilsine Partners, LLC
1,837$529.9K0.0%CoreMediumGreenwood Village, CO2026-11-02
Choreo, LLC
1,835$529.3K0.0%IndexLowRockford, IL2026-10-28
Woodward Diversified Capital, LLC
1,827$527.0K0.2%CoreLowBakersfield, CA2026-10-21
Asset Dedication, LLC
1,805$520.7K0.0%ETFLowSan Francisco, CA2026-11-03
Maltin Wealth Management, Inc.
1,785$514.9K0.2%ETFMediumRidgewood, NJ2026-10-13
Golden State Wealth Management, LLC
1,771$510.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Sensible Money, LLC
1,765$509.1K0.1%ETFVery LowScottsdale, AZ2026-10-20
Capital Wealth Alliance, LLC
1,757$506.8K0.2%CoreLowScottsdale, AZ2026-10-20
Wedbush Securities Inc
1,746$504.0K0.0%CoreLowPasadena, CA2026-10-22
Spire Wealth Management
1,744$503.0K0.0%GrowthMediumMclean, VA2026-10-30
PFG Advisors
1,732$499.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Sherman Wealth Management LLC
1,705$491.8K0.3%ETFLowGaithersburg, MD2026-10-16
Asset Allocation Strategies LLC
1,704$491.4K0.1%ETFMediumFarmington, MI2026-10-20
Perigon Wealth Management, LLC
1,704$491.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Redhawk Wealth Advisors, Inc.
1,704$491.5K0.0%ETFHighMinneapolis, MN2026-10-14
Oak Harvest Investment Services
1,700$490.4K0.0%GrowthMediumHouston, TX2026-10-20
Ridgeline Wealth Planning, LLC
1,627$469.3K0.3%ETFLowCenterville, OH2026-10-29
Capital Investment Advisory Services, LLC
1,611$464.3K0.0%CoreMediumRaleigh, NC2026-10-30
Crown Wealth Group, LLC
1,605$463.0K0.1%ETFMediumCharlotte, NC2026-10-19
Valley National Advisers Inc
1,566$451.7K0.0%ETFLowBethlehem, PA2026-10-23
Triumph Capital Management
1,551$447.5K0.1%ETFMediumDenver, CO2026-10-14
tru Independence LLC
1,546$445.9K0.2%ETFLowPortland, OR2026-10-20
Consolidated Capital Management, LLC
1,543$445.1K0.1%GrowthHighBurbank, CA2026-10-13
Redstone Wealth Management, LLC
1,523$439.3K0.3%ETFMediumOklahoma City, OK2026-10-20
Y-Intercept (Hong Kong) Ltd
1,501$433.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Focus Financial Network, Inc.
1,483$427.8K0.0%ETFLowMinneapolis, MN2026-10-14
Saxon Interests, Inc.
1,481$427.2K0.1%ETFMediumHouston, TX2026-10-26
Global View Capital Management LLC
1,478$426.3K0.1%ETFHighWaukesha, WI2026-10-28
Lido Advisors, LLC
1,433$413.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Ignite Planners, LLC
1,430$412.5K0.1%CoreLowSan Clemente, CA2026-10-14
Eagle Strategies LLC
1,419$409.3K0.0%ETFLowNew York, NY2026-10-16
Accurate Wealth Management, LLC
1,416$424.0K0.0%CoreMediumWesley Chapel, FL2026-10-20
Mather Group, Llc.
1,401$404.1K0.0%ETFMediumChicago, IL2026-10-14
Robertson Stephens Wealth Management, LLC
1,398$403.3K0.0%ETFMediumSan Francisco, CA2026-10-16
Balance Wealth Partners LLC
1,366$394.0K0.1%ETFMediumWorthington, OH2026-10-27
Diversified Enterprises, LLC
1,363$393.2K0.0%ETFVery LowWilmington, DE2026-10-19
Syntegra Private Wealth Group, LLC
1,355$390.9K0.0%ETFLowChesterfield, MO2026-10-13
Patriot Investment Management Group, Inc.
1,347$388.5K0.0%ETFVery LowKnoxville, TN2026-10-15
Sather Financial Group Inc
1,340$386.5K0.0%CoreLowVictoria, TX2026-10-30
First Heartland Consultants, Inc.
1,319$380.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Cordgrass Capital Advisors, LLC
1,282$369.8K0.1%CoreLowRaleigh, NC2026-10-30
Archer Investment Corp
1,242$358.3K0.1%CoreMediumCarmel, IN2026-11-05
Clear Wave Wealth Management LLC
1,229$354.4K0.1%ETFN/ARed Bank, NJ2026-11-04
Gratus Wealth Advisors, LLC
1,221$352.2K0.0%ETFLowVirginia Beach, VA2026-10-26
Keystone Wealth Services, LLC
1,214$349.2K0.1%ETFHighPalm Desert, CA2026-11-03
High Net Worth Advisory Group LLC
1,205$347.6K0.1%ETFVery LowNaples, FL2026-10-26
Meridian Wealth Management, LLC
1,188$342.7K0.0%GrowthLowLexington, KY2026-11-05
Genesee Capital Advisors, LLC
1,175$338.9K0.1%ETFMediumAuburn, NY2026-10-20
Annex Advisory Services, LLC
1,171$337.8K0.0%GrowthHighBrookfield, WI2026-10-16
Signature Equity Partners, LLC
1,168$336.9K0.1%GrowthMediumColumbus, OH2026-10-29
Fortune Financial Group, Inc.
1,159$334.3K0.3%ETFHighNaples, FL2026-10-22
Signaturefd, LLC
1,129$325.7K0.0%IndexLowAtlanta, GA2026-10-23
Procyon Advisors, LLC
1,119$322.8K0.0%CoreVery LowShelton, CT2026-10-21
Atlas Private Wealth Advisors
1,116$321.9K0.1%ETFLowRed Bank, NJ2026-10-23
Csenge Advisory Group
1,107$319.4K0.0%ETFMediumClearwater, FL2026-11-04
Formidable Asset Management, LLC
1,105$292.5K0.0%CoreLowCincinnati, OH2026-11-03
ATX Financial Planning, LLC
1,095$315.9K0.2%ETFHighAustin, TX2026-10-14
Apella Capital, LLC
1,077$318.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Insight Advisors, LLC/ PA
1,072$309.2K0.1%ETFMediumNewtown, PA2026-10-22
Cambridge Advisors Inc.
1,046$301.7K0.1%ETFVery LowOmaha, NE2026-10-19
Griffith & Werner, Inc.
1,043$300.9K0.1%ValueMediumCanton, GA2026-11-04
Titleist Asset Management, LLC
1,022$294.8K0.0%ETFLowSan Antonio, TX2026-10-08
National Wealth Management Group, LLC
1,012$291.9K0.1%ETFMediumCincinnati, OH2026-10-26
Koshinski Asset Management, Inc.
1,011$291.6K0.0%ETFLowDecatur, IL2026-10-29
Grove Bank & Trust
1,000$288.5K0.0%ETFLowMiami, FL2026-10-08
August Group Capital Ltd
1,000$288.5K0.3%GrowthMediumToronto, Australia2026-10-14
Howard Wealth Management, LLC
1,000$288.5K0.1%ETFVery LowMadison, CT2026-10-28
Globalt Investments LLC / GA
1,000$288.5K0.0%ETFLowAtlanta, GA2026-10-27
Manchester Capital Management LLC
1,000$287.6K0.0%CoreLowManchester, VT2026-10-22
Smith Salley Wealth Management
1,000$288.5K0.0%GrowthLowGreensboro, NC2026-11-03
Cynosure Group, LLC
1,000$288.5K0.0%ETFMediumSalt Lake City, UT2026-11-03
Tempus Wealth Planning, LLC
996$287.3K0.1%ETFMediumIrvine, CA2026-10-14
Clarus Group, Inc.
981$283.0K0.1%ETFLowHouston, TX2026-10-21
IPG Investment Advisors LLC
980$282.7K0.0%CoreMediumSan Diego, CA2026-10-30
Reap Financial Group, LLC
973$280.7K0.0%ETFLowAustin, TX2026-11-02
Modera Wealth Management, LLC
964$278.1K0.0%ETFVery LowWestwood, NJ2026-10-28
CX Institutional
934$2690.0%CoreMediumAuburn, IN2026-10-02
MinichMacGregor Wealth Management, LLC
927$267.4K0.0%ETFHighSaratoga Springs, NY2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
913$263.4K0.0%ETFMediumWestlake, OH2026-10-14
Private Trust Co NA
912$263.1K0.0%CoreLowCleveland, OH2026-10-20
Forum Financial Management, LP
905$261.0K0.0%ETFLowLombard, IL2026-10-16
Blue Trust, Inc.
902$260.2K0.0%ETFLowBrentwood, TN2026-10-15
Childress Capital Advisors, LLC
887$255.9K0.0%GARPMediumHouston, TX2026-10-28
Creative Financial Designs Inc
873$251.8K0.0%ETFMediumKokomo, IN2026-11-04
BIP Wealth, LLC
868$250.4K0.0%ETFMediumAtlanta, GA2026-10-22
Green Ridge Wealth Planning LLC
858$247.5K0.1%ETFMediumMontville, NJ2026-10-08
Catalyst Private Wealth, LLC
858$247.5K0.1%ETFVery LowSan Mateo, CA2026-10-13
Fiduciary Financial Group, LLC
820$236.5K0.0%ETFLowSan Rafael, CA2026-10-13
Private Client Services, LLC
813$234.5K0.1%ETFMediumLouisville, KY2026-10-02
AlphaCore Capital LLC
807$232.8K0.0%ETFLowLa Jolla, CA2026-11-04
Evolution Wealth Advisors, LLC
807$232.8K0.0%ETFLowAventura, FL2026-11-03
Welch & Forbes LLC
805$232.2K0.0%CoreVery LowBoston, MA2026-11-04
Capital Investment Counsel, Inc
800$230.8K0.0%GrowthVery LowRaleigh, NC2026-10-20
Patten & Patten Inc
797$229.9K0.0%CoreLowChattanooga, TN2026-10-26
Summit Financial Strategies, Inc.
795$229.3K0.0%ETFLowColumbus, OH2026-10-14
Walkner Condon Financial Advisors LLC
779$224.6K0.0%ETFLowVerona, WI2026-11-02
Gamma Investing LLC
778$224.4K0.0%IndexVery LowFoster City, CA2026-10-08
Founders Financial Securities LLC
776$223.8K0.0%ETFMediumTowson, MD2026-10-28
Avaii Wealth Management, LLC
763$222.6K0.1%ETFMediumAppleton, WI2026-10-09
Parkway Wealth Management Group, LLC
758$218.6K0.0%ETFHighPlano, TX2026-10-20
Huntleigh Advisors, Inc.
751$216.6K0.0%GrowthMediumSt. Louis, MO2026-11-03
Fifth Third Wealth Advisors LLC
750$216.3K0.0%IndexVery LowCincinnati, OH2026-10-22
71 West Capital Partners
749$216.0K0.0%IndexVery LowBoston, MA2026-11-04
Financial Consulate, Inc
747$215.5K0.0%ETFLowHunt Valley, MD2026-10-23
Cahaba Wealth Management, Inc.
734$211.7K0.0%ETFVery LowAtlanta, GA2026-10-26
Clear Point Advisors Inc.
710$204.8K0.1%ETFMediumMelville, NY2026-10-30
October Effect Ltd
696$200.8K0.2%GrowthHighVirginia Beach, VA2026-10-20
Avantax Planning Partners, Inc.
696$200.8K0.0%ETFLowDubuque, IA2026-11-03
Bank of New Hampshire
690$199.0K0.0%CoreLowLaconia, NH2026-10-06
Rosenberg Matthew Hamilton
611$176.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Allspring Global Investments Holdings, LLC
584$169.0K0.0%CoreMediumCharlotte, NC2026-11-04
Key Capital Management, Inc
529$152.6K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Parkside Financial Bank & Trust
497$143.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Security National Bank
495$142.8K0.0%GrowthLowOmaha, NE2026-10-26
Cullen T Bankers, Inc.
445$128.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Lodestone Wealth Management LLC
395$113.9K0.0%CoreLowSpokane, WA2026-10-14
Trust Co of Toledo NA
388$111.9K0.0%GrowthVery LowHolland, OH2026-10-16
Activest Wealth Management
356$102.7K0.0%ETFLowAventura, FL2026-10-15
Atwood & Palmer Inc
345$99.5K0.0%CoreVery LowKansas City, MO2026-10-08
Kroeger Financial Partners
333$96.1K0.1%ETFN/AGrass Valley, CA2026-10-19
RMG Wealth Management LLC
328$92.2K0.0%ETFVery HighPlatteville, WI2026-10-26
TD Waterhouse Canada Inc.
325$94.0K0.0%CoreLowToronto, Australia2026-10-16
Hilton Head Capital Partners, LLC
298$86.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Hazlett, Burt & Watson, Inc.
280$59.0K0.0%CoreVery LowWheeling, WV2026-11-04
Murphy & Mullick Capital Management Corp
278$80.2K0.0%GrowthLowSmithtown, NY2026-11-02
Elevation Wealth Partners, LLC
232$66.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Capital Advisors, Ltd. LLC
211$61.0K0.0%ETFLowShaker Heights, OH2026-10-27
Albion Financial Group
206$59.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Salomon & Ludwin, LLC
200$57.7K0.0%ETFVery LowRichmond, VA2026-10-29
West Branch Capital LLC
194$56.0K0.0%GrowthVery LowAmherst, MA2026-10-20
GoalVest Advisory LLC
194$56.0K0.0%ETFMediumNew York, NY2026-10-02
Pinnacle Bancorp, Inc.
180$51.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Next Level Wealth Planning, LLC
180$51.9K0.0%ETFVery LowMeridian, ID2026-10-29
Mosley Wealth Management
175$51.4K0.0%ETFHighAnaheim, CA2026-10-16
Heritage Family Offices, LLP
169$48.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Cape Investment Advisory, Inc.
168$48.5K0.0%ETFLowMcdonough, GA2026-10-13
Cassaday & Co Wealth Management LLC
155$44.7K0.0%ETFVery LowMclean, VA2026-10-27
Abound Wealth Management
150$43.3K0.0%ETFVery LowFranklin, TN2026-10-26
Beacon Investment Advisory Services, Inc.
136$39.2K0.0%GrowthLowMorristown, NJ2026-10-13
Trust Co of Vermont
129$37.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Compass Wealth Management LLC
127$36.6K0.0%GARPLowGuilford, CT2026-10-22
Key FInancial Inc
124$35.8K0.0%ETFLowWest Chester, PA2026-11-02
Compass Financial Management LLC
124$35.8K0.0%CoreN/ATampa, FL2026-10-30
Tounjian Advisory Partners, LLC
122$35.2K0.0%GrowthHighFort Myers, FL2026-11-04
Hyposwiss Advisors SA
120$34.6K0.0%ETFLowGeneva, Switzerland2026-10-26
Piscataqua Savings Bank
113$32.6K0.0%CoreVery LowPortsmouth, NH2026-10-21
Bullock Wealth Management Group
108$31.2K0.0%GrowthLowBloomington, IN2026-10-09
Chung Wu Investment Group, LLC
100$28.8K0.0%GrowthMediumSugar Land, TX2026-11-03
Chilton Capital Management LLC
100$28.8K0.0%GrowthMediumHouston, TX2026-10-28
Y.D. More Investments Ltd
100$28.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Aventus Investment Advisors, Inc.
94$27.1K0.0%ETFLowNaples, FL2026-10-09
Laurel Wealth Advisors LLC
89$25.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Elevated Capital Advisors, LLC
82$23.7K0.0%ETFMediumSandy, UT2026-11-04
Horizon Financial Services, LLC
79$22.8K0.0%ETFLowWinston Salem, NC2026-11-04
Asset Planning,Inc
76$21.9K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Wolff Wiese Magana LLC
75$21.6K0.0%GrowthLowCarslbad, CA2026-10-15
Networth Advisors, LLC
69$19.9K0.0%ETFMediumCanonsburg, PA2026-11-03
Mcdonald Partners LLC
65$18.7K0.0%CoreLowCleveland, OH2026-11-03
City State Bank
60$17.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Central Pacific Bank - Trust Division
54$15.6K0.0%CoreMediumHonolulu, HI2026-10-06
Evermay Wealth Management LLC
50$14.4K0.0%ETFLowArlington, VA2026-11-05
Global Trust Asset Management, LLC
50$14.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Noble Wealth Management PBC
50$14.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Arlington Trust Co LLC
50$14.4K0.0%ETFMediumBirmingham, AL2026-10-20
Hughes Financial Services, LLC
48$13.2K0.0%ETFLowHerndon, VA2026-10-30
Kingdom Financial Group Llc.
47$13.6K0.0%ETFMediumPeoria, AZ2026-11-04
Halbert Hargrove Global Advisors, LLC
46$13.3K0.0%ETFLowLong Beach, CA2026-10-16
Davis Capital Management
44$12.7K0.0%CoreLowJacksonville, FL2026-10-08
Barrett & Company, Inc.
39$11.2K0.0%ETFLowProvidence, RI2026-10-22
Concord Wealth Partners
37$10.7K0.0%GrowthLowAbingdon, VA2026-11-02
SBI Securities Co., Ltd.
33$9.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Buck Wealth Strategies, LLC
33$9.5K0.0%ValueMediumDenver, CO2026-10-28
Rachor Investment Advisory Services, LLC
29$8.4K0.0%ETFVery LowLinden, MI2026-10-29
POM Investment Strategies, LLC
26$7.5K0.0%ETFVery HighRaleigh, NC2026-10-20
Atlantic Edge Private Wealth Management, LLC
25$7.2K0.0%CoreLowJacksonville, FL2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
20$5.8K0.0%GrowthMediumIndianapolis, IN2026-10-14
Lloyd Advisory Services, Llc.
16$4.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Quest 10 Wealth Builders, Inc.
15$4.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Root Financial Partners, LLC
12$3.5K0.0%ETFMediumEncinitas, CA2026-10-21
Independence Bank of Kentucky
12$3.5K0.0%GrowthLowOwensboro, KY2026-10-26
Evolution Wealth Management Inc.
9$2.6K0.0%ETFMediumFort Myers, FL2026-10-28
Gilpin Wealth Management, LLC
9$2.6K0.0%GrowthLowDenver, CO2026-10-09
Brown, Lisle Ings, Inc.
7$2.0K0.0%CoreVery LowProvidence, RI2026-10-16
Birch Financial Group, LLC
7$2.0K0.0%CoreLowKeene, NH2026-10-27
Pinnacle Wealth Planning Services, Inc.
4$1.2K0.0%GARPLowMansfield, OH2026-10-27
PFS Partners, LLC
4$1.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Main Street Group, LTD
1$2880.0%ETFMediumGlen Allen, VA2026-10-28