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First Trust Nasdq 100 Tech I (QTEC)

CUSIP: 337345102 | NYSE | 927 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.12,7070.1%−2,428,738Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.12,707
0.1% of class · Sep 30, 2026−2,428,738
No 13F filer matched

Institutional Holders — Q3 2026

Truist Financial Corp98,441
0.0% of portfolio›$32.5M
Cambridge Investment Research Advisors, Inc.90,863
0.2% of portfolio›$30.0M
RVW Wealth, LLC83,066
1.8% of portfolio›$27.4M
Meitav Investment House LTD68,498
0.1% of portfolio›$22.6M
Kestra Advisory Services, LLC67,806
0.1% of portfolio›$22.4M
Nilsine Partners, LLC64,307
1.5% of portfolio›$21.2M
Southland Equity Partners LLC60,689
3.4% of portfolio›$20.0M
Commonwealth Equity Services, LLC56,225
0.0% of portfolio›$18.5M
Creative Planning36,347
0.0% of portfolio›$12.0M
Assetmark, Inc36,034
0.0% of portfolio›$11.9M
Syntegra Private Wealth Group, LLC35,850
0.9% of portfolio›$11.8M
Mainsail Financial Group, LLC35,150
3.9% of portfolio›$11.6M
Concurrent Investment Advisors, LLC25,981
0.1% of portfolio›$8.6M
Oppenheimer & Co Inc22,268
0.1% of portfolio›$7.3M
Vaquero Private Wealth, LTD21,488
1.5% of portfolio›$7.1M
Prospera Financial Services Inc19,733
0.1% of portfolio›$5.8M
Wealth Enhancement Advisory Services, LLC19,258
0.0% of portfolio›$6.3M
Focus Financial Network, Inc.16,916
0.2% of portfolio›$5.6M
Journey Beyond Wealth, LLC16,171
4.0% of portfolio›$5.3M
Ayalon Insurance Comp Ltd.15,873
3.9% of portfolio›$5.2M
MTM Investment Management, LLC13,980
1.3% of portfolio›$4.6M
OpenArc Corporate Advisory, LLC13,652
0.1% of portfolio›$4.5M
Sowell Financial Services LLC13,526
0.1% of portfolio›$4.5M
Independent Wealth Network Inc.12,367
1.0% of portfolio›$4.1M
Atria Investments, Inc11,877
0.0% of portfolio›$3.9M
D.A. Davidson & Co.11,701
0.0% of portfolio›$3.9M
Independent Financial Group, LLC11,532
0.1% of portfolio›$3.8M
Aurora Private Wealth, Inc.11,421
4.7% of portfolio›$3.8M
B&D White Capital Company, LLC11,149
0.4% of portfolio›$3.7M
TradeWell Securities, Llc.10,333
1.2% of portfolio›$3.4M
Nearside Advisors, LLC9,351
2.2% of portfolio›$3.1M
Daymark Wealth Partners, LLC9,282
0.1% of portfolio›$3.1M
Sigma Planning Corp8,712
0.1% of portfolio›$2.9M
Santori & Peters, Inc.8,634
0.8% of portfolio›$2.8M
Financial Partners Group, Inc8,562
0.3% of portfolio›$2.8M
Wedbush Securities Inc8,311
0.2% of portfolio›$2.7M
IFP Advisors, Inc8,165
0.0% of portfolio›$2.7M
Midland Wealth Advisors, LLC7,936
0.1% of portfolio›$2.6M
Paragon Private Wealth Management, LLC7,922
0.8% of portfolio›$2.6M
RFG Advisory, LLC7,517
0.0% of portfolio›$2.5M
Diversified Enterprises, LLC7,307
0.1% of portfolio›$2.4M
Parallel Advisors, LLC6,979
0.0% of portfolio›$2.3M
International Assets Investment Management, LLC6,758
0.1% of portfolio›$2.3M
Cyndeo Wealth Partners, LLC6,077
0.1% of portfolio›$2.0M
Iams Wealth Management, LLC6,038
0.6% of portfolio›$2.0M
Chicago Partners Investment Group LLC6,006
0.0% of portfolio›$1.8M
Kingswood Wealth Advisors, LLC5,820
0.1% of portfolio›$1.9M
Elser Financial Planning, Inc5,783
0.1% of portfolio›$1.9M
Apollon Wealth Management, LLC5,733
0.0% of portfolio›$1.9M
Park Avenue Securities LLC5,314
0.0% of portfolio›$1.8M
Sound Income Strategies, LLC5,145
0.1% of portfolio›$1.7M
TruNorth Capital Management, LLC5,049
0.3% of portfolio›$1.7M
McKinley Carter Wealth Services, Inc.5,028
0.1% of portfolio›$1.7M
Citigroup Inc4,780
0.0% of portfolio›$1.6M
Kraft, Davis & Associates, LLC4,777
0.3% of portfolio›$1.5M
Asset Dedication, LLC4,296
0.1% of portfolio›$1.4M
Sensible Money, LLC4,266
0.4% of portfolio›$1.4M
Kestra Private Wealth Services, LLC4,063
0.0% of portfolio›$1.3M
Trust Co of Oklahoma3,869
0.3% of portfolio›$1.3M
Wealthcare Advisory Partners LLC3,792
0.0% of portfolio›$1.3M
Eagle Wealth Advisors LLC3,714
0.9% of portfolio›$1.2M
Total Clarity Wealth Management, Inc.3,618
0.2% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.3,600
0.0% of portfolio›$1.2M
Peterson Wealth Advisors, LLC3,556
0.1% of portfolio›$1.2M
United Advisor Group, LLC3,501
0.1% of portfolio›$1.2M
Decker Wealth Management LLC3,381
0.2% of portfolio›$1.1M
Harel Insurance Investments & Financial Services Ltd.3,300
0.0% of portfolio›$1.1M
Pacific Excel Wealth Advisors, Inc.3,143
1.1% of portfolio›$1.0M
Keystone Wealth Services, LLC3,068
0.2% of portfolio›$1.0M
Robertson Stephens Wealth Management, LLC3,033
0.0% of portfolio›$1.0M
MGO One Seven LLC3,030
0.0% of portfolio›$999.1K
Register Financial Advisors LLC3,005
0.3% of portfolio›$990.9K
Fingerlakes Wealth Management, Inc.2,915
0.5% of portfolio›$961.2K
Castle Rock Wealth Management, LLC2,807
0.2% of portfolio›$955.2K
PFG Advisors2,736
0.0% of portfolio›$902.2K
Cornerstone Wealth Management, LLC2,625
0.0% of portfolio›$865.5K
Equitable Trust Co2,600
0.0% of portfolio›$857.3K
Realta Investment Advisors2,572
0.2% of portfolio›$848.1K
Signature Estate & Investment Advisors LLC2,563
0.0% of portfolio›$845.0K
Davenport & Co LLC2,544
0.0% of portfolio›$838.8K
Welch & Forbes LLC2,493
0.0% of portfolio›$822.0K
Diversify Wealth Management, LLC2,490
0.0% of portfolio›$782.0K
Diversify Advisory Services, LLC2,490
0.0% of portfolio›$782.0K
Eddie Patel Inc2,465
0.5% of portfolio›$812.8K
WealthBridge Capital Management, LLC2,428
0.2% of portfolio›$800.7K
Clear Creek Financial Management, LLC2,422
0.1% of portfolio›$798.6K
Novem Group2,267
0.1% of portfolio›$747.6K
Midwest Financial Network, LLC2,261
0.5% of portfolio›$745.4K
BlueChip Wealth Advisors LLC2,222
0.2% of portfolio›$732.7K
CX Institutional2,018
0.0% of portfolio›$666
CoreCap Advisors, LLC2,008
0.0% of portfolio›$662.1K
Cullen T Bankers, Inc.1,997
0.0% of portfolio›$658.5K
Accel Wealth Management1,943
0.1% of portfolio›$640.6K
Ridgeline Wealth Planning, LLC1,937
0.4% of portfolio›$638.7K
TCP Asset Management, LLC1,918
0.1% of portfolio›$645.1K
Signature Equity Partners, LLC1,891
0.2% of portfolio›$623.6K
Acorn Wealth Advisors, LLC1,885
0.2% of portfolio›$621.7K
Blackston Financial Advisory Group, LLC1,819
0.3% of portfolio›$599.9K
Centerpoint Advisory Group1,817
0.4% of portfolio›$599.1K
Quadcap Wealth Management, LLC1,800
0.1% of portfolio›$593.5K
Royal Fund Management, LLC1,773
0.0% of portfolio›$584.8K
Cordgrass Capital Advisors, LLC1,750
0.2% of portfolio›$577.0K
Balance Wealth Partners LLC1,701
0.1% of portfolio›$560.9K
Laurel OAK Wealth Management, LLC1,666
0.1% of portfolio›$549.3K
Avior Wealth Management, LLC1,620
0.0% of portfolio›$534.2K
Mather Group, Llc.1,603
0.0% of portfolio›$528.7K
Old Port Advisors1,550
0.1% of portfolio›$511.1K
Asset Allocation Strategies LLC1,534
0.1% of portfolio›$505.7K
Destiny Wealth Partners, LLC1,515
0.0% of portfolio›$432.3K
Harbor Investment Advisory, LLC1,437
0.0% of portfolio›$473.8K
First Heartland Consultants, Inc.1,429
0.0% of portfolio›$471.2K
HB Wealth Management, LLC1,378
0.0% of portfolio›$454.4K
Acorn Financial Advisory Services Inc1,340
0.1% of portfolio›$442.2K
Avantax Planning Partners, Inc.1,296
0.0% of portfolio›$427.2K
Stone Wealth Partners1,282
0.1% of portfolio›$422.0K
HBW Advisory Services LLC1,257
0.0% of portfolio›$414.5K
Catalyst Private Wealth, LLC1,251
0.2% of portfolio›$412.5K
Koshinski Asset Management, Inc.1,202
0.0% of portfolio›$396.4K
Purus Wealth Management, LLC1,173
0.1% of portfolio›$386.9K
Thrive Capital Management, LLC1,142
0.1% of portfolio›$376.7K
jvl associates llc1,090
0.1% of portfolio›$359.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,089
0.0% of portfolio›$359.1K
Morey & Quinn Wealth Partners, LLC1,080
0.2% of portfolio›$356.2K
Brookstone Capital Management1,052
0.0% of portfolio›$346.8K
Able Financial Group, LLC1,048
0.1% of portfolio›$345.6K
Winthrop Advisory Group LLC1,028
0.0% of portfolio›$339.0K
Summa Corp.962
0.1% of portfolio›$317.2K
Onyx Bridge Wealth Group LLC960
0.0% of portfolio›$316.5K
Signaturefd, LLC952
0.0% of portfolio›$313.9K
Sunrise Financial Services, LLC950
0.2% of portfolio›$313.2K
Total Investment Management Inc944
0.0% of portfolio›$311.3K
Ashton Thomas Private Wealth, LLC923
0.0% of portfolio›$304.3K
Lake Street Private Wealth, LLC900
0.0% of portfolio›$296.8K
Flagstar Securities, Inc890
0.1% of portfolio›$293.5K
Sather Financial Group Inc875
0.0% of portfolio›$288.5K
Vise Technologies, Inc.870
0.0% of portfolio›$286.8K
Genesee Capital Advisors, LLC869
0.1% of portfolio›$286.6K
Integrity Alliance, Llc.846
0.0% of portfolio›$279.0K
Spire Wealth Management841
0.0% of portfolio›$277.4K
Trueblood Wealth Management, LLC841
0.1% of portfolio›$277.3K
Baugh & Associates, LLC836
0.1% of portfolio›$263.8K
Crestwood Advisors Group, LLC813
0.0% of portfolio›$268.1K
Cassaday & Co Wealth Management LLC800
0.0% of portfolio›$263.8K
Lanark Financial, Inc.796
0.0% of portfolio›$262.5K
Goldenstone Wealth Management LLC794
0.2% of portfolio›$261.9K
NWF Advisory Services Inc.790
0.0% of portfolio›$260.5K
Keybank National Association788
0.0% of portfolio›$259.8K
Rhodes Investment Advisors Inc785
0.2% of portfolio›$258.8K
Sovran Advisors, LLC784
0.0% of portfolio›$242.5K
Choreo, LLC760
0.0% of portfolio›$250.6K
First Citizens Bank & Trust Co755
0.0% of portfolio›$248.9K
Bison Wealth, LLC742
0.0% of portfolio›$242.0K
Key Client Fiduciary Advisors, LLC730
0.1% of portfolio›$240.7K
Dagco, Inc.702
0.0% of portfolio›$231.5K
NovaPoint Capital, LLC685
0.0% of portfolio›$225.9K
Fusion Capital, LLC643
0.0% of portfolio›$212.1K
Optivise Advisory Services LLC630
0.1% of portfolio›$207.7K
HUB Investment Partners, LLC625
0.0% of portfolio›$206.2K
Stonekeep Investments, LLC623
0.1% of portfolio›$205.4K
Sentry LLC622
0.1% of portfolio›$205.1K
Pinnacle Associates LTD612
0.0% of portfolio›$201.8K
Todd Wealth Management, LLC610
0.2% of portfolio›$201.1K
Golden State Wealth Management, LLC468
0.0% of portfolio›$154.3K
Y.D. More Investments Ltd450
0.0% of portfolio›$148.4K
Trust Co of Toledo NA444
0.0% of portfolio›$146.4K
Farther Finance Advisors, LLC343
0.0% of portfolio›$113.1K
Latitude Advisors, LLC339
0.0% of portfolio›$111.8K
Oakworth Capital, Inc.256
0.0% of portfolio›$84.4K
Trust Co of Vermont230
0.0% of portfolio›$75.8K
Quest 10 Wealth Builders, Inc.214
0.1% of portfolio›$70.6K
Compass Financial Management LLC210
0.0% of portfolio›$69.2K
Ascentis Wealth Management, LLC203
0.0% of portfolio›$66.9K
Triumph Capital Management200
0.0% of portfolio›$66.0K
Creative Financial Designs Inc179
0.0% of portfolio›$59.0K
MeadowBrook Investment Advisors LLC169
0.0% of portfolio›$50.6K
Tounjian Advisory Partners, LLC149
0.0% of portfolio›$49.2K
Mowery & Schoenfeld Wealth Management, LLC132
0.0% of portfolio›$43.5K
Montag A & Associates Inc121
0.0% of portfolio›$39.9K
Hilton Head Capital Partners, LLC119
0.0% of portfolio›$39.2K
Hughes Financial Services, LLC116
0.0% of portfolio›$35.9K
Atwood & Palmer Inc115
0.0% of portfolio›$37.9K
Reap Financial Group, LLC109
0.0% of portfolio›$35.9K
SBI Securities Co., Ltd.105
0.0% of portfolio›$34.6K
Mcdonald Partners LLC100
0.0% of portfolio›$33.0K
Blue Trust, Inc.91
0.0% of portfolio›$30.0K
Private Trust Co NA86
0.0% of portfolio›$28.4K
Byrne Asset Management LLC60
0.0% of portfolio›$20.0K
Nfsg Corp59
0.0% of portfolio›$19.5K
Davis Capital Management57
0.0% of portfolio›$18.8K
Horizon Financial Services, LLC50
0.0% of portfolio›$16.5K
Barrett & Company, Inc.45
0.0% of portfolio›$14.8K
EverSource Wealth Advisors, LLC40
0.0% of portfolio›$13.2K
Buck Wealth Strategies, LLC40
0.0% of portfolio›$13.2K
Financial Perspectives, Inc35
0.0% of portfolio›$11.5K
Private Wealth Management Group, LLC32
0.0% of portfolio›$10.6K
Caldwell Trust Co30
0.0% of portfolio›$9.9K
Go Invest LLC29
0.0% of portfolio›$9.7K
Lloyd Advisory Services, Llc.27
0.0% of portfolio›$8.9K
Central Pacific Bank - Trust Division26
0.0% of portfolio›$8.6K
Allspring Global Investments Holdings, LLC26
0.0% of portfolio›$8.8K
First Financial Corp20
0.0% of portfolio›$6.6K
Key Capital Management, Inc11
0.0% of portfolio›$3.6K
Rosenberg Matthew Hamilton8
0.0% of portfolio›$2.6K
POM Investment Strategies, LLC7
0.0% of portfolio›$2.3K
Gamma Investing LLC5
0.0% of portfolio›$1.6K
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$660
StyleTurnoverLocationFiled
Truist Financial Corp
98,441$32.5M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
90,863$30.0M0.2%ETFLowFairfield, IA2026-11-02
RVW Wealth, LLC
83,066$27.4M1.8%ETFVery LowLos Angeles, CA2026-10-06
Meitav Investment House LTD
68,498$22.6M0.1%ETFMediumBene-Beraq, Luxembourg2026-10-28
Kestra Advisory Services, LLC
67,806$22.4M0.1%CoreLowAustin, TX2026-11-02
Nilsine Partners, LLC
64,307$21.2M1.5%CoreMediumGreenwood Village, CO2026-11-02
Southland Equity Partners LLC
60,689$20.0M3.4%ETFLowWildwood, MO2026-10-14
Commonwealth Equity Services, LLC
56,225$18.5M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
36,347$12.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Assetmark, Inc
36,034$11.9M0.0%ETFLowConcord, CA2026-10-21
Syntegra Private Wealth Group, LLC
35,850$11.8M0.9%ETFLowChesterfield, MO2026-10-13
Mainsail Financial Group, LLC
35,150$11.6M3.9%ETFLowBellevue, WA2026-10-23
Concurrent Investment Advisors, LLC
25,981$8.6M0.1%GrowthMediumTampa, FL2026-10-16
Oppenheimer & Co Inc
22,268$7.3M0.1%CoreLowNew York, NY2026-10-26
Vaquero Private Wealth, LTD
21,488$7.1M1.5%ETFN/ADallas, TX2026-10-27
Prospera Financial Services Inc
19,733$5.8M0.1%CoreMediumDallas, TX2026-11-04
Wealth Enhancement Advisory Services, LLC
19,258$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Focus Financial Network, Inc.
16,916$5.6M0.2%ETFLowMinneapolis, MN2026-10-14
Journey Beyond Wealth, LLC
16,171$5.3M4.0%ETFLowRoswell, GA2026-11-04
Ayalon Insurance Comp Ltd.
15,873$5.2M3.9%ETFLowRamat Gan, Luxembourg2026-10-08
MTM Investment Management, LLC
13,980$4.6M1.3%CoreVery LowSpartanburg, SC2026-10-30
OpenArc Corporate Advisory, LLC
13,652$4.5M0.1%GrowthLowAtlanta, GA2026-10-21
Sowell Financial Services LLC
13,526$4.5M0.1%CoreLowNorth Little Rock, AR2026-10-23
Independent Wealth Network Inc.
12,367$4.1M1.0%ETFMediumUrbandale, IA2026-10-19
Atria Investments, Inc
11,877$3.9M0.0%CoreMediumCharlotte, NC2026-10-15
D.A. Davidson & Co.
11,701$3.9M0.0%CoreLowGreat Falls, MT2026-10-28
Independent Financial Group, LLC
11,532$3.8M0.1%GrowthLowSan Diego, CA2026-10-13
Aurora Private Wealth, Inc.
11,421$3.8M4.7%ETFLowRockaway, NJ2026-10-20
B&D White Capital Company, LLC
11,149$3.7M0.4%ETFHighLakeway, TX2026-11-02
TradeWell Securities, Llc.
10,333$3.4M1.2%GrowthVery LowFort Wayne, IN2026-10-21
Nearside Advisors, LLC
9,351$3.1M2.2%Agg GrowthN/AIndianapolis, IN2026-10-20
Daymark Wealth Partners, LLC
9,282$3.1M0.1%CoreLowCincinnati, OH2026-11-04
Sigma Planning Corp
8,712$2.9M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Santori & Peters, Inc.
8,634$2.8M0.8%GrowthVery LowCanonsburg, PA2026-10-26
Financial Partners Group, Inc
8,562$2.8M0.3%ETFLowOverland Park, KS2026-10-19
Wedbush Securities Inc
8,311$2.7M0.2%CoreLowPasadena, CA2026-10-22
IFP Advisors, Inc
8,165$2.7M0.0%GrowthLowTampa, FL2026-10-16
Midland Wealth Advisors, LLC
7,936$2.6M0.1%ETFLowEffingham, IL2026-10-26
Paragon Private Wealth Management, LLC
7,922$2.6M0.8%GrowthLowLexington, KY2026-10-20
RFG Advisory, LLC
7,517$2.5M0.0%ETFMediumBirmingham, AL2026-11-03
Diversified Enterprises, LLC
7,307$2.4M0.1%ETFVery LowWilmington, DE2026-10-19
Parallel Advisors, LLC
6,979$2.3M0.0%IndexLowSan Francisco, CA2026-11-03
International Assets Investment Management, LLC
6,758$2.3M0.1%CoreVery HighOrlando, FL2026-11-02
Cyndeo Wealth Partners, LLC
6,077$2.0M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Iams Wealth Management, LLC
6,038$2.0M0.6%CoreMediumOmaha, NE2026-10-15
Chicago Partners Investment Group LLC
6,006$1.8M0.0%GARPLowChicago, IL2026-10-27
Kingswood Wealth Advisors, LLC
5,820$1.9M0.1%GrowthLowSan Diego, CA2026-10-23
Elser Financial Planning, Inc
5,783$1.9M0.1%GARPLowIndianapolis, IN2026-10-16
Apollon Wealth Management, LLC
5,733$1.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
Park Avenue Securities LLC
5,314$1.8M0.0%ETFMediumNew York, NY2026-10-26
Sound Income Strategies, LLC
5,145$1.7M0.1%YieldMediumFt Lauderdale, FL2026-10-09
TruNorth Capital Management, LLC
5,049$1.7M0.3%ETFLowKalamazoo, MI2026-10-14
McKinley Carter Wealth Services, Inc.
5,028$1.7M0.1%ETFMediumWheeling, WV2026-10-16
Citigroup Inc
4,780$1.6M0.0%CoreMediumNew York, NY2026-11-04
Kraft, Davis & Associates, LLC
4,777$1.5M0.3%ETFMediumSt. Louis, MO2026-10-21
Asset Dedication, LLC
4,296$1.4M0.1%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
4,266$1.4M0.4%ETFVery LowScottsdale, AZ2026-10-20
Kestra Private Wealth Services, LLC
4,063$1.3M0.0%GrowthLowAustin, TX2026-10-30
Trust Co of Oklahoma
3,869$1.3M0.3%MomentumLowTulsa, OK2026-10-15
Wealthcare Advisory Partners LLC
3,792$1.3M0.0%ETFLowWest Chester, PA2026-10-21
Eagle Wealth Advisors LLC
3,714$1.2M0.9%Agg GrowthMediumWestport, CT2026-10-20
Total Clarity Wealth Management, Inc.
3,618$1.2M0.2%ETFMediumSt. Charles, IL2026-10-26
B. Riley Wealth Advisors, Inc.
3,600$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Peterson Wealth Advisors, LLC
3,556$1.2M0.1%ETFLowOrem, UT2026-10-08
United Advisor Group, LLC
3,501$1.2M0.1%ETFLowCincinnati, OH2026-11-03
Decker Wealth Management LLC
3,381$1.1M0.2%MomentumLowNashville, TN2026-10-09
Harel Insurance Investments & Financial Services Ltd.
3,300$1.1M0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Pacific Excel Wealth Advisors, Inc.
3,143$1.0M1.1%ETFHighWalnut Creek, CA2026-10-27
Keystone Wealth Services, LLC
3,068$1.0M0.2%ETFHighPalm Desert, CA2026-11-03
Robertson Stephens Wealth Management, LLC
3,033$1.0M0.0%ETFMediumSan Francisco, CA2026-10-16
MGO One Seven LLC
3,030$999.1K0.0%GrowthLowBeachwood, OH2026-10-28
Register Financial Advisors LLC
3,005$990.9K0.3%GARPLowAtlanta, GA2026-10-23
Fingerlakes Wealth Management, Inc.
2,915$961.2K0.5%ETFVery LowIthaca, NY2026-11-04
Castle Rock Wealth Management, LLC
2,807$955.2K0.2%GrowthMediumWalnut Creek, CA2026-10-09
PFG Advisors
2,736$902.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Cornerstone Wealth Management, LLC
2,625$865.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Equitable Trust Co
2,600$857.3K0.0%CoreLowNashville, TN2026-10-13
Realta Investment Advisors
2,572$848.1K0.2%GrowthMediumWilmington, DE2026-10-14
Signature Estate & Investment Advisors LLC
2,563$845.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Davenport & Co LLC
2,544$838.8K0.0%CoreMediumRichmond, VA2026-10-14
Welch & Forbes LLC
2,493$822.0K0.0%CoreVery LowBoston, MA2026-11-04
Diversify Wealth Management, LLC
2,490$782.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,490$782.0K0.0%GrowthLowSandy, UT2026-10-20
Eddie Patel Inc
2,465$812.8K0.5%GARPVery HighChicago, IL2026-11-02
WealthBridge Capital Management, LLC
2,428$800.7K0.2%ETFLowWesterville, OH2026-10-16
Clear Creek Financial Management, LLC
2,422$798.6K0.1%ETFMediumSilverdale, WA2026-10-28
Novem Group
2,267$747.6K0.1%ETFMediumRochester, NY2026-10-19
Midwest Financial Network, LLC
2,261$745.4K0.5%ETFHighTinley Park, IL2026-10-13
BlueChip Wealth Advisors LLC
2,222$732.7K0.2%ETFMediumMilton, GA2026-11-03
CX Institutional
2,018$6660.0%CoreMediumAuburn, IN2026-10-02
CoreCap Advisors, LLC
2,008$662.1K0.0%ETFMediumSouthfield, MI2026-10-08
Cullen T Bankers, Inc.
1,997$658.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Accel Wealth Management
1,943$640.6K0.1%ETFLowWaverly, IA2026-10-13
Ridgeline Wealth Planning, LLC
1,937$638.7K0.4%ETFLowCenterville, OH2026-10-29
TCP Asset Management, LLC
1,918$645.1K0.1%ETFLowUpper Arlington, OH2026-10-14
Signature Equity Partners, LLC
1,891$623.6K0.2%GrowthMediumColumbus, OH2026-10-29
Acorn Wealth Advisors, LLC
1,885$621.7K0.2%ETFLowGrand Blanc, MI2026-10-19
Blackston Financial Advisory Group, LLC
1,819$599.9K0.3%ETFLowThe Villages, FL2026-11-04
Centerpoint Advisory Group
1,817$599.1K0.4%ETFLowOverland Park, KS2026-10-23
Quadcap Wealth Management, LLC
1,800$593.5K0.1%ETFLowFrisco, TX2026-11-02
Royal Fund Management, LLC
1,773$584.8K0.0%GrowthMediumLady Lake, FL2026-10-22
Cordgrass Capital Advisors, LLC
1,750$577.0K0.2%CoreLowRaleigh, NC2026-10-30
Balance Wealth Partners LLC
1,701$560.9K0.1%ETFMediumWorthington, OH2026-10-27
Laurel OAK Wealth Management, LLC
1,666$549.3K0.1%GrowthLowMarlton, NJ2026-10-19
Avior Wealth Management, LLC
1,620$534.2K0.0%ETFMediumOmaha, NE2026-10-13
Mather Group, Llc.
1,603$528.7K0.0%ETFMediumChicago, IL2026-10-14
Old Port Advisors
1,550$511.1K0.1%GARPLowPortland, ME2026-10-23
Asset Allocation Strategies LLC
1,534$505.7K0.1%ETFMediumFarmington, MI2026-10-20
Destiny Wealth Partners, LLC
1,515$432.3K0.0%ETFMediumTavares, FL2026-11-05
Harbor Investment Advisory, LLC
1,437$473.8K0.0%GrowthLowLutherville, MD2026-10-13
First Heartland Consultants, Inc.
1,429$471.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
HB Wealth Management, LLC
1,378$454.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Acorn Financial Advisory Services Inc
1,340$442.2K0.1%ETFMediumReston, VA2026-11-02
Avantax Planning Partners, Inc.
1,296$427.2K0.0%ETFLowDubuque, IA2026-11-03
Stone Wealth Partners
1,282$422.0K0.1%ETFLowJefferson, LA2026-11-05
HBW Advisory Services LLC
1,257$414.5K0.0%ETFMediumSimi Valley, CA2026-10-15
Catalyst Private Wealth, LLC
1,251$412.5K0.2%ETFVery LowSan Mateo, CA2026-10-13
Koshinski Asset Management, Inc.
1,202$396.4K0.0%ETFLowDecatur, IL2026-10-29
Purus Wealth Management, LLC
1,173$386.9K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
Thrive Capital Management, LLC
1,142$376.7K0.1%CoreMediumFort Washington, PA2026-10-28
jvl associates llc
1,090$359.4K0.1%ETFLowWyoming, MI2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,089$359.1K0.0%ETFMediumWestlake, OH2026-10-14
Morey & Quinn Wealth Partners, LLC
1,080$356.2K0.2%CoreVery LowOmaha, NE2026-10-28
Brookstone Capital Management
1,052$346.8K0.0%ETFMediumWheaton, IL2026-10-22
Able Financial Group, LLC
1,048$345.6K0.1%ETFLowScottsdale, AZ2026-10-14
Winthrop Advisory Group LLC
1,028$339.0K0.0%ETFVery LowBoston, MA2026-10-22
Summa Corp.
962$317.2K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Onyx Bridge Wealth Group LLC
960$316.5K0.0%ETFMediumTarrytown, NY2026-10-16
Signaturefd, LLC
952$313.9K0.0%IndexLowAtlanta, GA2026-10-23
Sunrise Financial Services, LLC
950$313.2K0.2%ETFMediumBurien, WA2026-10-21
Total Investment Management Inc
944$311.3K0.0%ETFLowScottsdale, AZ2026-10-22
Ashton Thomas Private Wealth, LLC
923$304.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Lake Street Private Wealth, LLC
900$296.8K0.0%GrowthLowChicago, IL2026-10-22
Flagstar Securities, Inc
890$293.5K0.1%ETFVery LowNew York, NY2026-10-15
Sather Financial Group Inc
875$288.5K0.0%CoreLowVictoria, TX2026-10-30
Vise Technologies, Inc.
870$286.8K0.0%IndexLowNew York, NY2026-10-29
Genesee Capital Advisors, LLC
869$286.6K0.1%ETFMediumAuburn, NY2026-10-20
Integrity Alliance, Llc.
846$279.0K0.0%ETFMediumUrbandale, IA2026-10-29
Spire Wealth Management
841$277.4K0.0%GrowthMediumMclean, VA2026-10-30
Trueblood Wealth Management, LLC
841$277.3K0.1%CoreLowLima, OH2026-10-23
Baugh & Associates, LLC
836$263.8K0.1%CoreVery LowAtlanta, GA2026-10-16
Crestwood Advisors Group, LLC
813$268.1K0.0%GrowthLowBoston, MA2026-10-27
Cassaday & Co Wealth Management LLC
800$263.8K0.0%ETFVery LowMclean, VA2026-10-27
Lanark Financial, Inc.
796$262.5K0.0%CoreMediumBirmingham, AL2026-10-26
Goldenstone Wealth Management LLC
794$261.9K0.2%GrowthLowEl Dorado Hills, CA2026-11-04
NWF Advisory Services Inc.
790$260.5K0.0%GARPLowLos Angeles, CA2026-10-19
Keybank National Association
788$259.8K0.0%CoreLowBrooklyn, OH2026-11-04
Rhodes Investment Advisors Inc
785$258.8K0.2%CoreMediumFort Worth, TX2026-10-07
Sovran Advisors, LLC
784$242.5K0.0%ETFMediumSan Diego, CA2026-11-02
Choreo, LLC
760$250.6K0.0%IndexLowRockford, IL2026-10-28
First Citizens Bank & Trust Co
755$248.9K0.0%CoreMediumRaleigh, NC2026-10-14
Bison Wealth, LLC
742$242.0K0.0%GrowthMediumAtlanta, GA2026-10-13
Key Client Fiduciary Advisors, LLC
730$240.7K0.1%ValueMediumFairfield, NJ2026-10-19
Dagco, Inc.
702$231.5K0.0%ETFVery LowWestlake, OH2026-10-20
NovaPoint Capital, LLC
685$225.9K0.0%CoreLowAtlanta, GA2026-10-22
Fusion Capital, LLC
643$212.1K0.0%GrowthLowMt. Pleasant, SC2026-10-28
Optivise Advisory Services LLC
630$207.7K0.1%ETFMediumFranklin, TN2026-10-19
HUB Investment Partners, LLC
625$206.2K0.0%GrowthLowAustin, TX2026-11-03
Stonekeep Investments, LLC
623$205.4K0.1%ETFLowSante Fe, NM2026-10-15
Sentry LLC
622$205.1K0.1%ValueVery LowMemphis, TN2026-10-30
Pinnacle Associates LTD
612$201.8K0.0%CoreLowNew York, NY2026-10-20
Todd Wealth Management, LLC
610$201.1K0.2%GARPVery LowVenice, FL2026-10-19
Golden State Wealth Management, LLC
468$154.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Y.D. More Investments Ltd
450$148.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Trust Co of Toledo NA
444$146.4K0.0%GrowthVery LowHolland, OH2026-10-16
Farther Finance Advisors, LLC
343$113.1K0.0%IndexLowSan Francisco, CA2026-10-08
Latitude Advisors, LLC
339$111.8K0.0%ETFLowYorkville, IL2026-10-27
Oakworth Capital, Inc.
256$84.4K0.0%ETFLowBirmingham, AL2026-10-26
Trust Co of Vermont
230$75.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Quest 10 Wealth Builders, Inc.
214$70.6K0.1%ETFLowFuquay-Varina, VA2026-11-02
Compass Financial Management LLC
210$69.2K0.0%CoreN/ATampa, FL2026-10-30
Ascentis Wealth Management, LLC
203$66.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Triumph Capital Management
200$66.0K0.0%ETFMediumDenver, CO2026-10-14
Creative Financial Designs Inc
179$59.0K0.0%ETFMediumKokomo, IN2026-11-04
MeadowBrook Investment Advisors LLC
169$50.6K0.0%CoreLowLivonia, MI2026-10-29
Tounjian Advisory Partners, LLC
149$49.2K0.0%GrowthHighFort Myers, FL2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
132$43.5K0.0%GrowthMediumLincolnshire, IL2026-10-28
Montag A & Associates Inc
121$39.9K0.0%CoreLowAtlanta, GA2026-10-29
Hilton Head Capital Partners, LLC
119$39.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Hughes Financial Services, LLC
116$35.9K0.0%ETFLowHerndon, VA2026-10-30
Atwood & Palmer Inc
115$37.9K0.0%CoreVery LowKansas City, MO2026-10-08
Reap Financial Group, LLC
109$35.9K0.0%ETFLowAustin, TX2026-11-02
SBI Securities Co., Ltd.
105$34.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mcdonald Partners LLC
100$33.0K0.0%CoreLowCleveland, OH2026-11-03
Blue Trust, Inc.
91$30.0K0.0%ETFLowBrentwood, TN2026-10-15
Private Trust Co NA
86$28.4K0.0%CoreLowCleveland, OH2026-10-20
Byrne Asset Management LLC
60$20.0K0.0%CoreLowKingston, NJ2026-10-06
Nfsg Corp
59$19.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Davis Capital Management
57$18.8K0.0%CoreLowJacksonville, FL2026-10-08
Horizon Financial Services, LLC
50$16.5K0.0%ETFLowWinston Salem, NC2026-11-04
Barrett & Company, Inc.
45$14.8K0.0%ETFLowProvidence, RI2026-10-22
EverSource Wealth Advisors, LLC
40$13.2K0.0%CoreMediumBirmingham, AL2026-11-04
Buck Wealth Strategies, LLC
40$13.2K0.0%ValueMediumDenver, CO2026-10-28
Financial Perspectives, Inc
35$11.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Private Wealth Management Group, LLC
32$10.6K0.0%ETFLowPrinceton, NJ2026-10-19
Caldwell Trust Co
30$9.9K0.0%GrowthLowVenice, FL2026-10-30
Go Invest LLC
29$9.7K0.0%ETFN/AWest Jordan, UT2026-10-09
Lloyd Advisory Services, Llc.
27$8.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Central Pacific Bank - Trust Division
26$8.6K0.0%CoreMediumHonolulu, HI2026-10-06
Allspring Global Investments Holdings, LLC
26$8.8K0.0%CoreMediumCharlotte, NC2026-11-04
First Financial Corp
20$6.6K0.0%CoreVery LowTerre Haute, IN2026-10-13
Key Capital Management, Inc
11$3.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Rosenberg Matthew Hamilton
8$2.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
POM Investment Strategies, LLC
7$2.3K0.0%ETFVery HighRaleigh, NC2026-10-20
Gamma Investing LLC
5$1.6K0.0%IndexVery LowFoster City, CA2026-10-08
Dhjj Financial Advisors, Ltd.
2$6600.0%ETFVery LowNaperville, IL2026-10-23