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First Trust Value Line DVD (FVD)

CUSIP: 33734H106 | NYSE | 1421 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,763,508
0.1% of portfolio›$82.7M
Truist Financial Corp1,240,766
0.1% of portfolio›$58.2M
Cambridge Investment Research Advisors, Inc.1,148,323
0.3% of portfolio›$53.9M
Kestra Advisory Services, LLC889,193
0.1% of portfolio›$41.7M
New England Private Wealth Advisors LLC759,035
3.4% of portfolio›$35.6M
D.A. Davidson & Co.496,696
0.1% of portfolio›$23.3M
Park National Corp496,226
0.6% of portfolio›$23.3M
Prospera Financial Services Inc485,260
0.3% of portfolio›$24.6M
Citigroup Inc452,756
0.0% of portfolio›$21.2M
Beacon Financial Group432,014
1.8% of portfolio›$20.3M
Concurrent Investment Advisors, LLC404,038
0.1% of portfolio›$19.0M
Golden State Wealth Management, LLC334,237
1.4% of portfolio›$15.7M
Hobart Private Capital, LLC285,564
2.3% of portfolio›$13.4M
Wealth Enhancement Advisory Services, LLC273,253
0.0% of portfolio›$13.0M
Kestra Private Wealth Services, LLC208,508
0.1% of portfolio›$9.8M
Center for Wealth Management Advisory195,540
5.7% of portfolio›$9.2M
Assetmark, Inc194,818
0.0% of portfolio›$9.1M
Cherry Creek Investment Advisors, Inc.181,077
3.3% of portfolio›$8.5M
IFP Advisors, Inc172,961
0.1% of portfolio›$8.1M
BlueChip Wealth Advisors LLC168,279
2.6% of portfolio›$7.9M
Beacon Financial Advisory LLC167,938
1.5% of portfolio›$7.9M
Farther Finance Advisors, LLC165,913
0.1% of portfolio›$7.8M
Oppenheimer & Co Inc161,247
0.1% of portfolio›$7.6M
Victory Financial Group, LLC159,236
0.7% of portfolio›$7.5M
Crumly & Associates Inc.157,145
1.3% of portfolio›$7.4M
Strategic Family Wealth Counselors, L.L.C.146,161
1.6% of portfolio›$6.9M
Barrett & Company, Inc.145,918
1.9% of portfolio›$6.8M
Plus Group Wealth Advisors LLC144,250
6.1% of portfolio›$6.8M
Towerpoint Wealth, LLC141,366
2.3% of portfolio›$6.6M
Summit Wealth Group LLC / Co129,396
0.4% of portfolio›$6.1M
Clear Creek Financial Management, LLC122,278
0.4% of portfolio›$5.7M
Lido Advisors, LLC121,223
0.0% of portfolio›$5.7M
Higgins & Schmidt Wealth Strategies LLC113,815
2.2% of portfolio›$5.3M
Wealthcare Advisory Partners LLC112,120
0.1% of portfolio›$5.3M
Creative Planning89,983
0.0% of portfolio›$4.2M
Stonehaven Wealth & TAX Solutions, LLC89,575
4.0% of portfolio›$4.2M
Southland Equity Partners LLC89,349
0.7% of portfolio›$4.2M
Sigma Planning Corp88,761
0.1% of portfolio›$4.2M
Flagstar Securities, Inc87,704
1.2% of portfolio›$4.1M
Chicago Partners Investment Group LLC86,572
0.1% of portfolio›$4.3M
International Assets Investment Management, LLC83,389
0.2% of portfolio›$3.9M
Cornerstone Wealth Management, LLC82,717
0.2% of portfolio›$3.9M
Kraft, Davis & Associates, LLC82,549
0.9% of portfolio›$4.0M
Stablepoint Partners, LLC81,597
0.5% of portfolio›$3.8M
Asset Allocation Strategies LLC80,893
0.6% of portfolio›$3.8M
Larson Financial Group LLC80,039
0.1% of portfolio›$3.8M
Nearside Advisors, LLC79,959
2.7% of portfolio›$3.8M
Family Capital Management, Inc.79,337
1.4% of portfolio›$3.7M
Treasure Coast Financial Planning79,155
1.8% of portfolio›$3.7M
Goldstein Advisors, LLC78,989
0.3% of portfolio›$3.7M
Kaydan Wealth Management, Inc.78,551
1.3% of portfolio›$3.7M
RFG Advisory, LLC77,491
0.1% of portfolio›$3.6M
Cottonwood Capital Advisors, LLC75,451
2.1% of portfolio›$3.5M
Independent Financial Group, LLC71,991
0.1% of portfolio›$3.4M
Wagner Wealth Management, LLC71,915
0.6% of portfolio›$3.4M
Kraematon Investment Advisors, Inc71,231
2.5% of portfolio›$3.3M
Next Level Private LLC70,604
0.6% of portfolio›$3.3M
Morey & Quinn Wealth Partners, LLC68,826
2.1% of portfolio›$3.2M
Retirement Guys Formula LLC68,081
1.2% of portfolio›$3.2M
Worthington Financial Partners, LLC67,451
2.7% of portfolio›$3.2M
Atria Investments, Inc66,405
0.0% of portfolio›$3.1M
Elevation Point Wealth Partners, LLC66,312
0.1% of portfolio›$3.1M
Dhjj Financial Advisors, Ltd.65,653
0.9% of portfolio›$3.1M
KPP Advisory Services LLC64,236
0.5% of portfolio›$3.0M
Elevated Capital Advisors, LLC61,677
1.0% of portfolio›$2.9M
Westside Investment Management, Inc.59,584
0.4% of portfolio›$2.8M
Wedbush Securities Inc59,360
0.2% of portfolio›$2.8M
Park Avenue Securities LLC58,138
0.0% of portfolio›$2.7M
Signature Estate & Investment Advisors LLC55,656
0.0% of portfolio›$2.6M
Key Client Fiduciary Advisors, LLC54,180
0.7% of portfolio›$2.5M
Bank of New York Mellon Corp53,451
0.0% of portfolio›$2.5M
Flagship Harbor Advisors, LLC51,857
0.1% of portfolio›$2.4M
CLG LLC47,725
0.5% of portfolio›$2.2M
Fairvoy Private Wealth, LLC45,532
0.4% of portfolio›$2.1M
Finward Bancorp44,443
1.5% of portfolio›$2.1M
Kingswood Wealth Advisors, LLC43,482
0.1% of portfolio›$2.0M
Harbor Investment Advisory, LLC42,616
0.1% of portfolio›$2.0M
Iams Wealth Management, LLC42,559
0.6% of portfolio›$2.0M
Accel Wealth Management39,422
0.4% of portfolio›$1.8M
Tcfg Investment Advisors, LLC38,808
0.6% of portfolio›$1.8M
B. Riley Wealth Advisors, Inc.38,518
0.1% of portfolio›$1.8M
True Blue Financial, LLC38,249
0.7% of portfolio›$1.8M
Private Trust Co NA38,073
0.1% of portfolio›$1.8M
Laurel Wealth Planning LLC37,692
0.8% of portfolio›$1.8M
Apollon Financial, LLC37,249
0.2% of portfolio›$1.7M
Kennedy Investment Group, Inc.37,134
0.6% of portfolio›$1.7M
Wisconsin Wealth Advisors, LLC36,604
1.4% of portfolio›$1.7M
Comprehensive Financial Consultants Institutional, Inc.35,072
0.4% of portfolio›$1.6M
Encompass Wealth Advisors, LLC35,000
0.2% of portfolio›$1.6M
ERn Financial, LLC34,791
0.3% of portfolio›$1.6M
Spire Wealth Management34,383
0.0% of portfolio›$1.6M
Centurion Wealth Management LLC34,202
0.4% of portfolio›$1.6M
StoneX Group Inc.33,892
0.1% of portfolio›$1.6M
McKinley Carter Wealth Services, Inc.33,881
0.1% of portfolio›$1.6M
Prism Advisors, Inc.33,785
0.4% of portfolio›$1.6M
Claro Advisors Inc.33,594
0.2% of portfolio›$1.6M
Argyle Capital Partners, LLC33,485
1.0% of portfolio›$1.6M
Walker Asset Management, LLC33,333
0.8% of portfolio›$1.6M
Intrua Financial, LLC31,005
0.1% of portfolio›$1.5M
Venture Visionary Partners LLC30,701
0.0% of portfolio›$1.4M
Lanark Financial, Inc.29,917
0.1% of portfolio›$1.4M
PFG Advisors29,769
0.1% of portfolio›$1.4M
Murphy, Middleton, Hinkle & Parker, Inc.29,763
0.6% of portfolio›$1.4M
BridgePort Financial Solutions, LLC29,679
0.3% of portfolio›$1.4M
Carlson Financial, Inc.29,383
0.7% of portfolio›$1.4M
MBE Wealth Management, LLC29,068
0.5% of portfolio›$1.4M
Mission Financial Group, LLC28,867
1.1% of portfolio›$1.4M
Perryman Financial Advisory Inc28,519
0.2% of portfolio›$1.3M
QTR Family Wealth, LLC28,153
0.5% of portfolio›$1.3M
Koshinski Asset Management, Inc.27,607
0.1% of portfolio›$1.3M
Focus Financial Network, Inc.27,403
0.0% of portfolio›$1.3M
First Heartland Consultants, Inc.26,872
0.1% of portfolio›$1.3M
Blueprint Investment Partners LLC26,576
0.1% of portfolio›$1.2M
Blueprint Financial Advisors LLC26,575
0.1% of portfolio›$1.2M
Whitaker-Myers Wealth Managers, Ltd.26,153
0.2% of portfolio›$1.2M
Sovran Advisors, LLC25,867
0.1% of portfolio›$1.3M
Capital Investment Advisory Services, LLC25,452
0.1% of portfolio›$1.2M
Sowell Financial Services LLC25,322
0.0% of portfolio›$1.2M
Columbia Advisory Partners LLC24,901
0.6% of portfolio›$1.2M
Signature Equity Partners, LLC24,892
0.4% of portfolio›$1.2M
tru Independence LLC24,831
0.5% of portfolio›$1.2M
GGM Financial LLC24,773
0.4% of portfolio›$1.2M
Crusonia Wealth Advisors LLC24,744
0.2% of portfolio›$1.2M
Spectrum Wealth Advisory Group, LLC23,801
0.3% of portfolio›$1.1M
MGO One Seven LLC23,774
0.0% of portfolio›$1.1M
Winebrenner Capital Management LLC23,348
0.7% of portfolio›$1.1M
Integrity Alliance, Llc.23,221
0.0% of portfolio›$1.1M
Tounjian Advisory Partners, LLC22,777
0.5% of portfolio›$1.1M
AdvisorNet Financial, Inc22,703
0.0% of portfolio›$1.1M
Vaquero Private Wealth, LTD22,502
0.2% of portfolio›$1.1M
Daymark Wealth Partners, LLC22,212
0.0% of portfolio›$1.0M
Fonville Wealth Management LLC22,003
0.2% of portfolio›$1.0M
Global Assets Advisory, LLC21,898
0.2% of portfolio›$1.0M
Lighthouse Wealth Management Inc.21,869
0.6% of portfolio›$1.0M
Main Line Retirement Advisors, LLC21,593
0.4% of portfolio›$1.0M
RVW Wealth, LLC21,474
0.1% of portfolio›$1.0M
J. Derek Lewis & Associates Inc.21,437
0.2% of portfolio›$1.0M
Midwest Financial Network, LLC20,800
0.7% of portfolio›$975.7K
Robertson Stephens Wealth Management, LLC20,619
0.0% of portfolio›$967.2K
Capital Square, LLC20,580
0.4% of portfolio›$965.4K
BIP Wealth, LLC20,425
0.0% of portfolio›$958.1K
Purus Wealth Management, LLC19,671
0.3% of portfolio›$922.8K
Holos Integrated Wealth LLC18,932
0.4% of portfolio›$926.1K
Formidable Asset Management, LLC18,363
0.1% of portfolio›$884.8K
Trueblood Wealth Management, LLC18,262
0.3% of portfolio›$856.7K
Pacific Excel Wealth Advisors, Inc.18,247
1.0% of portfolio›$862.8K
EverSource Wealth Advisors, LLC17,947
0.0% of portfolio›$841.9K
4Wealth Advisors, Inc.17,818
0.6% of portfolio›$842.6K
Bernardo Wealth Planning LLC17,550
0.1% of portfolio›$823.3K
BostonPremier Wealth LLC17,161
0.3% of portfolio›$805.0K
Virtus Wealth Solutions LLC17,094
0.1% of portfolio›$801.9K
Founders Financial Securities LLC16,886
0.0% of portfolio›$792.1K
City Center Advisors, LLC16,869
0.6% of portfolio›$791.3K
Miramontes Capital, LLC16,527
0.2% of portfolio›$775.3K
Apollon Wealth Management, LLC16,324
0.0% of portfolio›$765.8K
Private Client Services, LLC16,108
0.2% of portfolio›$755.6K
Caliber Wealth Management, LLC / KS16,019
0.1% of portfolio›$751.4K
Simplicity Wealth,LLC15,849
0.0% of portfolio›$743.5K
PTM Wealth Management, LLC15,078
0.3% of portfolio›$714.7K
Castle Rock Wealth Management, LLC14,963
0.1% of portfolio›$709.2K
Triumph Capital Management14,584
0.1% of portfolio›$684.1K
Santori & Peters, Inc.13,702
0.2% of portfolio›$642.8K
CoreCap Advisors, LLC13,255
0.0% of portfolio›$621.8K
Acorn Wealth Advisors, LLC13,237
0.2% of portfolio›$621.0K
Able Financial Group, LLC13,172
0.1% of portfolio›$617.9K
Mezzasalma Advisors, LLC13,119
0.1% of portfolio›$615.4K
Novem Group12,783
0.1% of portfolio›$599.6K
SFG Wealth Management, Llc.12,571
0.2% of portfolio›$589.7K
TriaGen Wealth Management LLC12,459
0.1% of portfolio›$584.5K
Cadent Capital Advisors, LLC12,451
0.1% of portfolio›$584.1K
Appalachian Capital Management Ltd12,331
0.4% of portfolio›$578.4K
Shakespeare Wealth Management, LLC12,029
0.1% of portfolio›$564.3K
CX Institutional11,939
0.0% of portfolio›$560
Leo Wealth, LLC11,866
0.1% of portfolio›$556.6K
Inspirion Wealth Advisors, LLC11,829
0.1% of portfolio›$554.9K
Sage Mountain Advisors LLC11,744
0.0% of portfolio›$550.9K
Legacy Capital Wealth Partners, LLC11,629
0.1% of portfolio›$545.3K
MTM Investment Management, LLC11,074
0.2% of portfolio›$519.5K
Integrated Advisors Network LLC10,952
0.0% of portfolio›$513.8K
Strategic Blueprint, LLC10,779
0.0% of portfolio›$505.7K
Blue Trust, Inc.10,570
0.0% of portfolio›$495.8K
Trademark Financial Management, LLC10,540
0.2% of portfolio›$494.4K
Archer Investment Corp10,444
0.1% of portfolio›$489.9K
Keystone Wealth Services, LLC10,417
0.1% of portfolio›$492.6K
Willner & Heller, LLC10,381
0.3% of portfolio›$487.0K
Greenleaf Trust10,297
0.0% of portfolio›$483.0K
Parallel Advisors, LLC10,155
0.0% of portfolio›$476.4K
Acorn Financial Advisory Services Inc9,838
0.1% of portfolio›$461.5K
SLT Holdings LLC9,563
0.3% of portfolio›$448.6K
Richmond Investment Services, LLC9,529
0.1% of portfolio›$447.0K
Old Port Advisors9,385
0.1% of portfolio›$440.3K
TopTier Wealth Management, LLC9,385
0.3% of portfolio›$440.3K
Vise Technologies, Inc.9,384
0.0% of portfolio›$440.2K
Fermata Advisors, LLC9,341
0.1% of portfolio›$438.2K
Waterfront Wealth Inc.9,255
0.1% of portfolio›$458.5K
Indivisible Partners9,254
0.0% of portfolio›$434.1K
Ehrlich Financial Group9,232
0.2% of portfolio›$433.1K
Citizens Financial Group Inc9,197
0.0% of portfolio›$431.5K
IMG Wealth Management, Inc.9,184
0.2% of portfolio›$430.8K
Rossby Financial, LCC9,092
0.1% of portfolio›$426.5K
HB Wealth Management, LLC8,749
0.0% of portfolio›$410.4K
Choreo, LLC8,532
0.0% of portfolio›$400.2K
Obsidian CIO, LLC8,099
0.3% of portfolio›$379.9K
Gamma Investing LLC8,093
0.0% of portfolio›$379.6K
DB&C Advisors, LLC8,002
0.4% of portfolio›$375.4K
Key Capital Management, Inc7,973
0.1% of portfolio›$397.2K
Milestones Private Investment Advisors LLC7,878
0.3% of portfolio›$369.6K
Weitzel Financial Services, Inc.7,632
0.1% of portfolio›$359.0K
Balboa Wealth Partners7,248
0.0% of portfolio›$340.0K
Bison Wealth, LLC7,122
0.0% of portfolio›$341.6K
Davenport & Co LLC7,032
0.0% of portfolio›$329.9K
Brighton Jones LLC7,029
0.0% of portfolio›$329.7K
Asio Capital, LLC6,954
0.0% of portfolio›$326.2K
Redwood Financial Network Corp6,868
0.2% of portfolio›$322.2K
Retirement Planning Group, LLC6,867
0.0% of portfolio›$322.1K
Brookstone Capital Management6,866
0.0% of portfolio›$322.1K
Intelligence Driven Advisers, LLC6,732
0.1% of portfolio›$315.8K
Sagespring Wealth Partners, LLC6,666
0.0% of portfolio›$312.7K
Wetzel Investment Advisors, Inc.6,559
0.1% of portfolio›$307.7K
Diversify Wealth Management, LLC6,481
0.0% of portfolio›$316.7K
Diversify Advisory Services, LLC6,481
0.0% of portfolio›$316.7K
RDA Financial Network6,413
0.1% of portfolio›$300.8K
HBW Advisory Services LLC6,367
0.0% of portfolio›$298.7K
Csenge Advisory Group6,335
0.0% of portfolio›$297.2K
LexAurum Advisors, LLC6,310
0.0% of portfolio›$296.0K
Mccarter Private Wealth Services LLC6,261
0.1% of portfolio›$293.7K
Omni 360 Wealth, Inc.6,164
0.1% of portfolio›$289.1K
Gratus Wealth Advisors, LLC6,158
0.0% of portfolio›$288.9K
Opal Wealth Advisors, LLC6,149
0.1% of portfolio›$288.5K
Cyndeo Wealth Partners, LLC6,100
0.0% of portfolio›$286.1K
United Advisor Group, LLC6,074
0.0% of portfolio›$284.9K
Ballast Rock Private Wealth LLC6,067
0.1% of portfolio›$284.6K
Accelerate Investment Advisors LLC6,045
0.2% of portfolio›$283.6K
Ashton Thomas Private Wealth, LLC5,899
0.0% of portfolio›$276.7K
Variant Private Wealth, LLC5,828
0.2% of portfolio›$273.4K
Commonwealth Financial Services, LLC5,785
0.0% of portfolio›$271.4K
Oxler Private Wealth LLC5,751
0.1% of portfolio›$269.8K
Peak Financial Management, Inc.5,630
0.1% of portfolio›$264.1K
Crestwood Advisors Group, LLC5,620
0.0% of portfolio›$263.6K
Maltin Wealth Management, Inc.5,615
0.1% of portfolio›$263.4K
HUB Investment Partners, LLC5,611
0.0% of portfolio›$263.2K
CFC Planning Co LLC5,484
0.1% of portfolio›$257.3K
WealthTrust Asset Management, LLC5,481
0.1% of portfolio›$257.1K
GSG Advisors LLC5,457
0.1% of portfolio›$256.0K
Creative Financial Designs Inc5,443
0.0% of portfolio›$255.3K
KFA Private Wealth Group, LLC5,390
0.1% of portfolio›$252.8K
Richards, Merrill & Peterson, Inc.5,387
0.1% of portfolio›$252.7K
Avantax Planning Partners, Inc.5,365
0.0% of portfolio›$251.7K
Skyline Advisors, Inc.5,363
0.1% of portfolio›$251.6K
Guerra PAN Advisors, LLC5,358
0.1% of portfolio›$262.1K
Avidian Wealth Enterprises, LLC5,342
0.0% of portfolio›$250.6K
Whelan Financial5,293
0.1% of portfolio›$248.3K
FSM Wealth Advisors, LLC5,285
0.0% of portfolio›$251.6K
Facet Wealth, Inc.5,215
0.0% of portfolio›$244.6K
Oak Barrel Wealth Advisory LLC5,159
0.1% of portfolio›$242.0K
Core Wealth Partners LLC5,054
0.1% of portfolio›$237.1K
Patriot Financial Group Insurance Agency, LLC5,036
0.0% of portfolio›$236.2K
Kestra Investment Management, LLC4,948
0.0% of portfolio›$232.1K
Strategy Asset Managers LLC4,936
0.0% of portfolio›$231.5K
Stenger Family Office, LLC4,925
0.0% of portfolio›$236.8K
Axiom Investment Management LLC4,923
0.2% of portfolio›$230.9K
Sound Income Strategies, LLC4,908
0.0% of portfolio›$233.6K
MSH Capital Advisors LLC4,784
0.0% of portfolio›$224.4K
Platt Wealth Management LLC4,766
0.3% of portfolio›$223.0K
Encompass More Asset Management4,710
0.0% of portfolio›$220.9K
SeaCrest Wealth Management, LLC4,691
0.0% of portfolio›$220.0K
Aprio Wealth Management, LLC4,649
0.0% of portfolio›$218.1K
Visionary Wealth Advisors4,555
0.0% of portfolio›$213.7K
Tortuga Wealth Management, Inc4,537
0.2% of portfolio›$213.0K
Gilliland Jeter Wealth Management LLC4,483
0.1% of portfolio›$210.3K
Avior Wealth Management, LLC4,389
0.0% of portfolio›$205.9K
Pinnacle Bancorp, Inc.4,178
0.1% of portfolio›$196.0K
Compass Financial Management LLC3,817
0.0% of portfolio›$179.1K
Root Financial Partners, LLC3,691
0.0% of portfolio›$173.2K
Barnes Dennig Private Wealth Management LLC3,441
0.1% of portfolio›$161.4K
Gen-Wealth Partners Inc3,120
0.0% of portfolio›$146.4K
Trust Co of Vermont3,080
0.0% of portfolio›$144.5K
Hilton Head Capital Partners, LLC2,806
0.1% of portfolio›$131.6K
NBT Bank, N.A.2,797
0.0% of portfolio›$131.2K
Cullen T Bankers, Inc.2,708
0.0% of portfolio›$127.0K
Brown, Lisle Ings, Inc.2,600
0.0% of portfolio›$122.0K
Next Level Wealth Planning, LLC2,367
0.0% of portfolio›$111.0K
Thompson Investment Management, Inc.2,153
0.0% of portfolio›$101.0K
Accordant Advisory Group Inc2,064
0.1% of portfolio›$96.8K
Bfsg, LLC1,923
0.0% of portfolio›$90.2K
Allspring Global Investments Holdings, LLC1,770
0.0% of portfolio›$83.2K
Balance Wealth Partners LLC1,740
0.0% of portfolio›$81.6K
Wilmington Savings Fund Society, FSB1,719
0.0% of portfolio›$80.6K
Silver Grove Financial Group, Inc.1,702
0.0% of portfolio›$79.8K
Ascentis Independent Advisors1,617
0.0% of portfolio›$75.9K
Washington Trust Advisors, Inc.1,575
0.0% of portfolio›$73.9K
Oakworth Capital, Inc.1,500
0.0% of portfolio›$70.4K
Reap Financial Group, LLC1,462
0.0% of portfolio›$68.6K
Midwest Capital Advisors, LLC1,398
0.0% of portfolio›$65.6K
Center for Financial Planning, Inc.1,386
0.0% of portfolio›$65.1K
Avion Wealth1,256
0.0% of portfolio›$58
Nemes Rush Group LLC1,195
0.0% of portfolio›$56.1K
Abound Wealth Management1,182
0.0% of portfolio›$55.4K
Pathway Financial Advisers, LLC1,096
0.0% of portfolio›$51.4K
Parkside Financial Bank & Trust1,094
0.0% of portfolio›$51.3K
Valley National Advisers Inc1,094
0.0% of portfolio›$51.3K
Navigoe, LLC1,072
0.0% of portfolio›$50.0K
North Star Investment Management Corp.1,059
0.0% of portfolio›$49.7K
Farmers & Merchants Investments Inc1,043
0.0% of portfolio›$48.9K
Raleigh Capital Management Inc.985
0.0% of portfolio›$46.2K
Rydar Equities, Inc.905
0.0% of portfolio›$42.6K
Compass Wealth Management LLC888
0.0% of portfolio›$41.7K
Quaker Wealth Management, LLC852
0.0% of portfolio›$40.0K
Caldwell Trust Co759
0.0% of portfolio›$35.6K
Mowery & Schoenfeld Wealth Management, LLC741
0.0% of portfolio›$34.8K
Livelsberger Financial Advisory625
0.2% of portfolio›$29.3K
IFS Advisors, LLC606
0.0% of portfolio›$28.4K
Hilltop National Bank605
0.0% of portfolio›$28.4K
Signaturefd, LLC593
0.0% of portfolio›$27.8K
LFA - Lugano Financial Advisors SA550
0.0% of portfolio›$25.8K
RMG Wealth Management LLC500
0.0% of portfolio›$25.2K
TD Waterhouse Canada Inc.500
0.0% of portfolio›$23.5K
Asset Dedication, LLC498
0.0% of portfolio›$23.4K
Quest 10 Wealth Builders, Inc.480
0.0% of portfolio›$22.5K
Citizens National Bank Trust Department450
0.0% of portfolio›$21.1K
Eastern Bank397
0.0% of portfolio›$18.6K
Plante Moran Financial Advisors, LLC354
0.0% of portfolio›$16.6K
Mosley Wealth Management337
0.0% of portfolio›$16.5K
Sfam, LLC333
0.0% of portfolio›$15.6K
Hanson & Doremus Investment Management299
0.0% of portfolio›$14.0K
Highline Wealth Partners LLC294
0.0% of portfolio›$13.8K
Salomon & Ludwin, LLC271
0.0% of portfolio›$12.7K
Heritage Family Offices, LLP268
0.0% of portfolio›$12.6K
Lodestone Wealth Management LLC243
0.0% of portfolio›$11.4K
Ascentis Wealth Management, LLC237
0.0% of portfolio›$11.1K
PFS Partners, LLC234
0.0% of portfolio›$11.0K
Canton Hathaway, LLC223
0.0% of portfolio›$10.5K
KFG LLC213
0.0% of portfolio›$10.0K
Hazlett, Burt & Watson, Inc.200
0.0% of portfolio›$9
GHP Investment Advisors, Inc.189
0.0% of portfolio›$8.9K
Thurston, Springer, Miller, Herd & Titak, Inc.155
0.0% of portfolio›$7.3K
Buck Wealth Strategies, LLC147
0.0% of portfolio›$6.9K
Lloyd Advisory Services, Llc.136
0.0% of portfolio›$6.4K
Downshift Financial, LLC135
0.0% of portfolio›$6.3K
Hughes Financial Services, LLC127
0.0% of portfolio›$6.4K
Redwood Park Advisors LLC125
0.0% of portfolio›$5.9K
Comprehensive Financial Planning, Inc.113
0.0% of portfolio›$5.3K
Evolution Wealth Management Inc.105
0.0% of portfolio›$4.9K
SBI Securities Co., Ltd.99
0.0% of portfolio›$4.6K
Pension & Wealth Management Advisors, Inc.77
0.0% of portfolio›$3.6K
Main Street Group, LTD5
0.0% of portfolio›$235
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,763,508$82.7M0.1%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
1,240,766$58.2M0.1%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
1,148,323$53.9M0.3%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
889,193$41.7M0.1%CoreLowAustin, TX2026-11-02
New England Private Wealth Advisors LLC
759,035$35.6M3.4%ETFVery LowWellesley, MA2026-10-19
D.A. Davidson & Co.
496,696$23.3M0.1%CoreLowGreat Falls, MT2026-10-28
Park National Corp
496,226$23.3M0.6%CoreLowNewark, OH2026-10-05
Prospera Financial Services Inc
485,260$24.6M0.3%CoreMediumDallas, TX2026-11-04
Citigroup Inc
452,756$21.2M0.0%CoreMediumNew York, NY2026-11-04
Beacon Financial Group
432,014$20.3M1.8%ETFMediumDallas, TX2026-10-19
Concurrent Investment Advisors, LLC
404,038$19.0M0.1%GrowthMediumTampa, FL2026-10-16
Golden State Wealth Management, LLC
334,237$15.7M1.4%ETFMediumSanta Ana, CA2026-11-02
Hobart Private Capital, LLC
285,564$13.4M2.3%ETFMediumCharlotte, NC2026-10-19
Wealth Enhancement Advisory Services, LLC
273,253$13.0M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Private Wealth Services, LLC
208,508$9.8M0.1%GrowthLowAustin, TX2026-10-30
Center for Wealth Management Advisory
195,540$9.2M5.7%CoreMediumMilford, OH2026-10-23
Assetmark, Inc
194,818$9.1M0.0%ETFLowConcord, CA2026-10-21
Cherry Creek Investment Advisors, Inc.
181,077$8.5M3.3%GrowthLowEnglewood, CO2026-10-14
IFP Advisors, Inc
172,961$8.1M0.1%GrowthLowTampa, FL2026-10-16
BlueChip Wealth Advisors LLC
168,279$7.9M2.6%ETFMediumMilton, GA2026-11-03
Beacon Financial Advisory LLC
167,938$7.9M1.5%ETFLowCleveland, OH2026-10-16
Farther Finance Advisors, LLC
165,913$7.8M0.1%IndexLowSan Francisco, CA2026-10-08
Oppenheimer & Co Inc
161,247$7.6M0.1%CoreLowNew York, NY2026-10-26
Victory Financial Group, LLC
159,236$7.5M0.7%ETFLowAustin, TX2026-10-27
Crumly & Associates Inc.
157,145$7.4M1.3%ETFMediumSpringfield, IL2026-10-07
Strategic Family Wealth Counselors, L.L.C.
146,161$6.9M1.6%ETFVery LowFairfield, NJ2026-10-29
Barrett & Company, Inc.
145,918$6.8M1.9%ETFLowProvidence, RI2026-10-22
Plus Group Wealth Advisors LLC
144,250$6.8M6.1%ETFLowBelgium, WI2026-10-19
Towerpoint Wealth, LLC
141,366$6.6M2.3%ETFLowSacramento, CA2026-10-13
Summit Wealth Group LLC / Co
129,396$6.1M0.4%ETFHighColorado Springs, CO2026-10-29
Clear Creek Financial Management, LLC
122,278$5.7M0.4%ETFMediumSilverdale, WA2026-10-28
Lido Advisors, LLC
121,223$5.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Higgins & Schmidt Wealth Strategies LLC
113,815$5.3M2.2%ETFLowDenver, CO2026-10-26
Wealthcare Advisory Partners LLC
112,120$5.3M0.1%ETFLowWest Chester, PA2026-10-21
Creative Planning
89,983$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
89,575$4.2M4.0%ETFLowAppleton, WI2026-10-22
Southland Equity Partners LLC
89,349$4.2M0.7%ETFLowWildwood, MO2026-10-14
Sigma Planning Corp
88,761$4.2M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Flagstar Securities, Inc
87,704$4.1M1.2%ETFVery LowNew York, NY2026-10-15
Chicago Partners Investment Group LLC
86,572$4.3M0.1%GARPLowChicago, IL2026-10-27
International Assets Investment Management, LLC
83,389$3.9M0.2%CoreVery HighOrlando, FL2026-11-02
Cornerstone Wealth Management, LLC
82,717$3.9M0.2%ETFVery LowSt. Peters, MO2026-11-04
Kraft, Davis & Associates, LLC
82,549$4.0M0.9%ETFMediumSt. Louis, MO2026-10-21
Stablepoint Partners, LLC
81,597$3.8M0.5%CoreLowBraintree, MA2026-11-03
Asset Allocation Strategies LLC
80,893$3.8M0.6%ETFMediumFarmington, MI2026-10-20
Larson Financial Group LLC
80,039$3.8M0.1%GrowthLowSt Louis, MO2026-11-05
Nearside Advisors, LLC
79,959$3.8M2.7%Agg GrowthN/AIndianapolis, IN2026-10-20
Family Capital Management, Inc.
79,337$3.7M1.4%ETFLowGrand Rapids, MI2026-11-03
Treasure Coast Financial Planning
79,155$3.7M1.8%ETFVery LowVero Beach, FL2026-11-03
Goldstein Advisors, LLC
78,989$3.7M0.3%ETFMediumMadison, WI2026-10-15
Kaydan Wealth Management, Inc.
78,551$3.7M1.3%ETFMediumFenton, MI2026-10-08
RFG Advisory, LLC
77,491$3.6M0.1%ETFMediumBirmingham, AL2026-11-03
Cottonwood Capital Advisors, LLC
75,451$3.5M2.1%ETFVery LowSalt Lake City, UT2026-10-20
Independent Financial Group, LLC
71,991$3.4M0.1%GrowthLowSan Diego, CA2026-10-13
Wagner Wealth Management, LLC
71,915$3.4M0.6%ETFLowGreenville, SC2026-10-21
Kraematon Investment Advisors, Inc
71,231$3.3M2.5%MomentumLowBraintree, MA2026-11-02
Next Level Private LLC
70,604$3.3M0.6%CoreVery LowHarrison, NY2026-10-20
Morey & Quinn Wealth Partners, LLC
68,826$3.2M2.1%CoreVery LowOmaha, NE2026-10-28
Retirement Guys Formula LLC
68,081$3.2M1.2%CoreMediumMaumee, OH2026-10-26
Worthington Financial Partners, LLC
67,451$3.2M2.7%GrowthLowWorthington, OH2026-10-13
Atria Investments, Inc
66,405$3.1M0.0%CoreMediumCharlotte, NC2026-10-15
Elevation Point Wealth Partners, LLC
66,312$3.1M0.1%CoreHighDenver, CO2026-11-05
Dhjj Financial Advisors, Ltd.
65,653$3.1M0.9%ETFVery LowNaperville, IL2026-10-23
KPP Advisory Services LLC
64,236$3.0M0.5%GrowthMediumLouisville, KY2026-10-26
Elevated Capital Advisors, LLC
61,677$2.9M1.0%ETFMediumSandy, UT2026-11-04
Westside Investment Management, Inc.
59,584$2.8M0.4%GrowthLowSanta Monica, CA2026-11-02
Wedbush Securities Inc
59,360$2.8M0.2%CoreLowPasadena, CA2026-10-22
Park Avenue Securities LLC
58,138$2.7M0.0%ETFMediumNew York, NY2026-10-26
Signature Estate & Investment Advisors LLC
55,656$2.6M0.0%ETFMediumLos Angeles, CA2026-10-13
Key Client Fiduciary Advisors, LLC
54,180$2.5M0.7%ValueMediumFairfield, NJ2026-10-19
Bank of New York Mellon Corp
53,451$2.5M0.0%CoreLowNew York, NY2026-11-05
Flagship Harbor Advisors, LLC
51,857$2.4M0.1%ETFMediumBoston, MA2026-10-26
CLG LLC
47,725$2.2M0.5%ETFMediumLong Beach, CA2026-10-13
Fairvoy Private Wealth, LLC
45,532$2.1M0.4%GrowthMediumBirmingham, AL2026-10-19
Finward Bancorp
44,443$2.1M1.5%CoreLowMunster, IN2026-10-14
Kingswood Wealth Advisors, LLC
43,482$2.0M0.1%GrowthLowSan Diego, CA2026-10-23
Harbor Investment Advisory, LLC
42,616$2.0M0.1%GrowthLowLutherville, MD2026-10-13
Iams Wealth Management, LLC
42,559$2.0M0.6%CoreMediumOmaha, NE2026-10-15
Accel Wealth Management
39,422$1.8M0.4%ETFLowWaverly, IA2026-10-13
Tcfg Investment Advisors, LLC
38,808$1.8M0.6%GrowthMediumLaguna Niguel, CA2026-10-20
B. Riley Wealth Advisors, Inc.
38,518$1.8M0.1%GrowthLowMemphis, TN2026-10-13
True Blue Financial, LLC
38,249$1.8M0.7%ETFLowStevensville, MI2026-10-15
Private Trust Co NA
38,073$1.8M0.1%CoreLowCleveland, OH2026-10-20
Laurel Wealth Planning LLC
37,692$1.8M0.8%ETFLowEdina, MN2026-11-02
Apollon Financial, LLC
37,249$1.7M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Kennedy Investment Group, Inc.
37,134$1.7M0.6%GrowthLowWest Deptford, NJ2026-10-21
Wisconsin Wealth Advisors, LLC
36,604$1.7M1.4%ETFLowSun Prairie, WI2026-10-08
Comprehensive Financial Consultants Institutional, Inc.
35,072$1.6M0.4%CoreMediumBloomington, IN2026-10-15
Encompass Wealth Advisors, LLC
35,000$1.6M0.2%ETFVery LowPortland, OR2026-10-15
ERn Financial, LLC
34,791$1.6M0.3%ETFVery LowMiddleton, WI2026-10-28
Spire Wealth Management
34,383$1.6M0.0%GrowthMediumMclean, VA2026-10-30
Centurion Wealth Management LLC
34,202$1.6M0.4%ETFMediumMclean, VA2026-10-13
StoneX Group Inc.
33,892$1.6M0.1%ETFMediumNew York, NY2026-11-03
McKinley Carter Wealth Services, Inc.
33,881$1.6M0.1%ETFMediumWheeling, WV2026-10-16
Prism Advisors, Inc.
33,785$1.6M0.4%ETFMediumStudio City, CA2026-10-09
Claro Advisors Inc.
33,594$1.6M0.2%CoreLowBoston, MA2026-11-02
Argyle Capital Partners, LLC
33,485$1.6M1.0%CoreLowLos Angeles, CA2026-10-23
Walker Asset Management, LLC
33,333$1.6M0.8%CoreVery LowSpringfield, MO2026-10-13
Intrua Financial, LLC
31,005$1.5M0.1%ETFMediumHouston, TX2026-10-28
Venture Visionary Partners LLC
30,701$1.4M0.0%CoreLowSylvania, OH2026-10-07
Lanark Financial, Inc.
29,917$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
PFG Advisors
29,769$1.4M0.1%ETFMediumPhoenix, AZ2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
29,763$1.4M0.6%CoreVery HighThomasville, GA2026-10-15
BridgePort Financial Solutions, LLC
29,679$1.4M0.3%ETFLowFairfield, IA2026-11-02
Carlson Financial, Inc.
29,383$1.4M0.7%GrowthLowCanby, OR2026-11-05
MBE Wealth Management, LLC
29,068$1.4M0.5%ETFVery LowTomah, WI2026-10-26
Mission Financial Group, LLC
28,867$1.4M1.1%ETFN/AHonolulu, HI2026-10-21
Perryman Financial Advisory Inc
28,519$1.3M0.2%GrowthVery LowDallas, TX2026-10-16
QTR Family Wealth, LLC
28,153$1.3M0.5%GrowthMediumLake Mary, FL2026-11-02
Koshinski Asset Management, Inc.
27,607$1.3M0.1%ETFLowDecatur, IL2026-10-29
Focus Financial Network, Inc.
27,403$1.3M0.0%ETFLowMinneapolis, MN2026-10-14
First Heartland Consultants, Inc.
26,872$1.3M0.1%ETFMediumLake St. Louis, MO2026-10-08
Blueprint Investment Partners LLC
26,576$1.2M0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
26,575$1.2M0.1%GARPMediumGreensboto, NC2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
26,153$1.2M0.2%ETFMediumMansfield, OH2026-10-09
Sovran Advisors, LLC
25,867$1.3M0.1%ETFMediumSan Diego, CA2026-11-02
Capital Investment Advisory Services, LLC
25,452$1.2M0.1%CoreMediumRaleigh, NC2026-10-30
Sowell Financial Services LLC
25,322$1.2M0.0%CoreLowNorth Little Rock, AR2026-10-23
Columbia Advisory Partners LLC
24,901$1.2M0.6%ETFMediumSpokane, WA2026-10-15
Signature Equity Partners, LLC
24,892$1.2M0.4%GrowthMediumColumbus, OH2026-10-29
tru Independence LLC
24,831$1.2M0.5%ETFLowPortland, OR2026-10-20
GGM Financial LLC
24,773$1.2M0.4%ETFMediumColumbus, OH2026-11-05
Crusonia Wealth Advisors LLC
24,744$1.2M0.2%ETFVery LowDenver, CO2026-10-26
Spectrum Wealth Advisory Group, LLC
23,801$1.1M0.3%ETFMediumGranite Bay, CA2026-10-29
MGO One Seven LLC
23,774$1.1M0.0%GrowthLowBeachwood, OH2026-10-28
Winebrenner Capital Management LLC
23,348$1.1M0.7%ETFLowLouisville, KY2026-10-07
Integrity Alliance, Llc.
23,221$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
Tounjian Advisory Partners, LLC
22,777$1.1M0.5%GrowthHighFort Myers, FL2026-11-04
AdvisorNet Financial, Inc
22,703$1.1M0.0%ETFLowMinnetonka, MN2026-10-15
Vaquero Private Wealth, LTD
22,502$1.1M0.2%ETFN/ADallas, TX2026-10-27
Daymark Wealth Partners, LLC
22,212$1.0M0.0%CoreLowCincinnati, OH2026-11-04
Fonville Wealth Management LLC
22,003$1.0M0.2%ETFVery LowRichmond, VA2026-10-28
Global Assets Advisory, LLC
21,898$1.0M0.2%GrowthHighOrlando, FL2026-10-28
Lighthouse Wealth Management Inc.
21,869$1.0M0.6%ETFLowAshland, OH2026-10-13
Main Line Retirement Advisors, LLC
21,593$1.0M0.4%ETFLowWhitefish, MT2026-10-14
RVW Wealth, LLC
21,474$1.0M0.1%ETFVery LowLos Angeles, CA2026-10-06
J. Derek Lewis & Associates Inc.
21,437$1.0M0.2%ETFLowNewport Beach, CA2026-11-03
Midwest Financial Network, LLC
20,800$975.7K0.7%ETFHighTinley Park, IL2026-10-13
Robertson Stephens Wealth Management, LLC
20,619$967.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Capital Square, LLC
20,580$965.4K0.4%YieldMediumAthens, TN2026-10-19
BIP Wealth, LLC
20,425$958.1K0.0%ETFMediumAtlanta, GA2026-10-22
Purus Wealth Management, LLC
19,671$922.8K0.3%Agg GrowthVery LowNewport Beach, CA2026-10-15
Holos Integrated Wealth LLC
18,932$926.1K0.4%ETFLowKennett Square, PA2026-10-23
Formidable Asset Management, LLC
18,363$884.8K0.1%CoreLowCincinnati, OH2026-11-03
Trueblood Wealth Management, LLC
18,262$856.7K0.3%CoreLowLima, OH2026-10-23
Pacific Excel Wealth Advisors, Inc.
18,247$862.8K1.0%ETFHighWalnut Creek, CA2026-10-27
EverSource Wealth Advisors, LLC
17,947$841.9K0.0%CoreMediumBirmingham, AL2026-11-04
4Wealth Advisors, Inc.
17,818$842.6K0.6%ETFMediumBurr Ridge, IL2026-10-13
Bernardo Wealth Planning LLC
17,550$823.3K0.1%ETFVery LowHarleysville, PA2026-10-23
BostonPremier Wealth LLC
17,161$805.0K0.3%ETFVery LowHanover, MA2026-10-16
Virtus Wealth Solutions LLC
17,094$801.9K0.1%Agg GrowthHighCranford, NJ2026-11-03
Founders Financial Securities LLC
16,886$792.1K0.0%ETFMediumTowson, MD2026-10-28
City Center Advisors, LLC
16,869$791.3K0.6%ETFMediumTroy, MI2026-10-08
Miramontes Capital, LLC
16,527$775.3K0.2%GrowthVery LowNewport, CA2026-10-19
Apollon Wealth Management, LLC
16,324$765.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Private Client Services, LLC
16,108$755.6K0.2%ETFMediumLouisville, KY2026-10-02
Caliber Wealth Management, LLC / KS
16,019$751.4K0.1%ETFLowOverland Park, KS2026-11-04
Simplicity Wealth,LLC
15,849$743.5K0.0%ETFLowSummit, NJ2026-10-23
PTM Wealth Management, LLC
15,078$714.7K0.3%ETFLowNorth Wales, PA2026-10-23
Castle Rock Wealth Management, LLC
14,963$709.2K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Triumph Capital Management
14,584$684.1K0.1%ETFMediumDenver, CO2026-10-14
Santori & Peters, Inc.
13,702$642.8K0.2%GrowthVery LowCanonsburg, PA2026-10-26
CoreCap Advisors, LLC
13,255$621.8K0.0%ETFMediumSouthfield, MI2026-10-08
Acorn Wealth Advisors, LLC
13,237$621.0K0.2%ETFLowGrand Blanc, MI2026-10-19
Able Financial Group, LLC
13,172$617.9K0.1%ETFLowScottsdale, AZ2026-10-14
Mezzasalma Advisors, LLC
13,119$615.4K0.1%GrowthLowTinton Falls, NJ2026-10-14
Novem Group
12,783$599.6K0.1%ETFMediumRochester, NY2026-10-19
SFG Wealth Management, Llc.
12,571$589.7K0.2%ETFMediumTowson, MD2026-10-23
TriaGen Wealth Management LLC
12,459$584.5K0.1%CoreMediumCalabasas, CA2026-10-14
Cadent Capital Advisors, LLC
12,451$584.1K0.1%ETFHighTulsa, OK2026-10-09
Appalachian Capital Management Ltd
12,331$578.4K0.4%ETFVery LowSt Clairsville, OH2026-10-14
Shakespeare Wealth Management, LLC
12,029$564.3K0.1%ETFMediumPewaukee, WI2026-10-28
CX Institutional
11,939$5600.0%CoreMediumAuburn, IN2026-10-02
Leo Wealth, LLC
11,866$556.6K0.1%CoreLowHurst, TX2026-10-26
Inspirion Wealth Advisors, LLC
11,829$554.9K0.1%ETFMediumLibertyville, IL2026-10-09
Sage Mountain Advisors LLC
11,744$550.9K0.0%ETFLowAtlanta, GA2026-11-02
Legacy Capital Wealth Partners, LLC
11,629$545.3K0.1%CoreMediumLittle Rock, AR2026-10-21
MTM Investment Management, LLC
11,074$519.5K0.2%CoreVery LowSpartanburg, SC2026-10-30
Integrated Advisors Network LLC
10,952$513.8K0.0%GrowthMediumDallas, TX2026-10-20
Strategic Blueprint, LLC
10,779$505.7K0.0%ETFLowAtlanta, GA2026-10-22
Blue Trust, Inc.
10,570$495.8K0.0%ETFLowBrentwood, TN2026-10-15
Trademark Financial Management, LLC
10,540$494.4K0.2%ETFMediumBloomington, MN2026-10-23
Archer Investment Corp
10,444$489.9K0.1%CoreMediumCarmel, IN2026-11-05
Keystone Wealth Services, LLC
10,417$492.6K0.1%ETFHighPalm Desert, CA2026-11-03
Willner & Heller, LLC
10,381$487.0K0.3%GrowthLowEncino, CA2026-10-28
Greenleaf Trust
10,297$483.0K0.0%CoreLowKalamazoo, MI2026-10-29
Parallel Advisors, LLC
10,155$476.4K0.0%IndexLowSan Francisco, CA2026-11-03
Acorn Financial Advisory Services Inc
9,838$461.5K0.1%ETFMediumReston, VA2026-11-02
SLT Holdings LLC
9,563$448.6K0.3%GrowthMediumScottsdale, AZ2026-10-15
Richmond Investment Services, LLC
9,529$447.0K0.1%ETFLowMequon, WI2026-10-29
Old Port Advisors
9,385$440.3K0.1%GARPLowPortland, ME2026-10-23
TopTier Wealth Management, LLC
9,385$440.3K0.3%ETFVery LowMuskego, WI2026-10-16
Vise Technologies, Inc.
9,384$440.2K0.0%IndexLowNew York, NY2026-10-29
Fermata Advisors, LLC
9,341$438.2K0.1%ETFLowSonoma, CA2026-10-13
Waterfront Wealth Inc.
9,255$458.5K0.1%ValueLowOverland Park, KS2026-11-03
Indivisible Partners
9,254$434.1K0.0%GrowthMediumClearwater, FL2026-10-26
Ehrlich Financial Group
9,232$433.1K0.2%ETFHighLaguna Niguel, CA2026-10-20
Citizens Financial Group Inc
9,197$431.5K0.0%GrowthLowProvidence, RI2026-10-23
IMG Wealth Management, Inc.
9,184$430.8K0.2%ETFMediumJacksonville, FL2026-10-27
Rossby Financial, LCC
9,092$426.5K0.1%ETFMediumMelbourne, FL2026-11-05
HB Wealth Management, LLC
8,749$410.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
8,532$400.2K0.0%IndexLowRockford, IL2026-10-28
Obsidian CIO, LLC
8,099$379.9K0.3%GrowthMediumNew York, NY2026-11-05
Gamma Investing LLC
8,093$379.6K0.0%IndexVery LowFoster City, CA2026-10-08
DB&C Advisors, LLC
8,002$375.4K0.4%GrowthVery LowHolland, MI2026-10-26
Key Capital Management, Inc
7,973$397.2K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Milestones Private Investment Advisors LLC
7,878$369.6K0.3%ETFMediumFairport, NY2026-10-19
Weitzel Financial Services, Inc.
7,632$359.0K0.1%ETFVery LowDubuque, IA2026-10-16
Balboa Wealth Partners
7,248$340.0K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Bison Wealth, LLC
7,122$341.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Davenport & Co LLC
7,032$329.9K0.0%CoreMediumRichmond, VA2026-10-14
Brighton Jones LLC
7,029$329.7K0.0%CoreVery LowSeattle, WA2026-11-03
Asio Capital, LLC
6,954$326.2K0.0%GrowthMediumLexington, KY2026-10-19
Redwood Financial Network Corp
6,868$322.2K0.2%ETFLowSolon, OH2026-11-03
Retirement Planning Group, LLC
6,867$322.1K0.0%ETFVery LowLeawood, KS2026-10-19
Brookstone Capital Management
6,866$322.1K0.0%ETFMediumWheaton, IL2026-10-22
Intelligence Driven Advisers, LLC
6,732$315.8K0.1%ETFLowCarlsbad, CA2026-10-09
Sagespring Wealth Partners, LLC
6,666$312.7K0.0%ETFLowFranklin, TN2026-10-22
Wetzel Investment Advisors, Inc.
6,559$307.7K0.1%ETFLowIndianapolis, IN2026-10-13
Diversify Wealth Management, LLC
6,481$316.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
6,481$316.7K0.0%GrowthLowSandy, UT2026-10-20
RDA Financial Network
6,413$300.8K0.1%GrowthMediumAkron, IA2026-10-15
HBW Advisory Services LLC
6,367$298.7K0.0%ETFMediumSimi Valley, CA2026-10-15
Csenge Advisory Group
6,335$297.2K0.0%ETFMediumClearwater, FL2026-11-04
LexAurum Advisors, LLC
6,310$296.0K0.0%ETFLowOverland Park, KS2026-10-19
Mccarter Private Wealth Services LLC
6,261$293.7K0.1%CoreLowBoston, MA2026-10-22
Omni 360 Wealth, Inc.
6,164$289.1K0.1%ETFLowPlainsboro, NJ2026-10-13
Gratus Wealth Advisors, LLC
6,158$288.9K0.0%ETFLowVirginia Beach, VA2026-10-26
Opal Wealth Advisors, LLC
6,149$288.5K0.1%ETFLowJericho, NY2026-10-16
Cyndeo Wealth Partners, LLC
6,100$286.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
United Advisor Group, LLC
6,074$284.9K0.0%ETFLowCincinnati, OH2026-11-03
Ballast Rock Private Wealth LLC
6,067$284.6K0.1%ETFMediumCharleston, SC2026-10-26
Accelerate Investment Advisors LLC
6,045$283.6K0.2%ETFLowAliso Viejo, CA2026-11-02
Ashton Thomas Private Wealth, LLC
5,899$276.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Variant Private Wealth, LLC
5,828$273.4K0.2%GrowthLowTysons, VA2026-10-21
Commonwealth Financial Services, LLC
5,785$271.4K0.0%ETFMediumVienna, WV2026-10-20
Oxler Private Wealth LLC
5,751$269.8K0.1%GrowthVery LowRye Brook, NY2026-10-21
Peak Financial Management, Inc.
5,630$264.1K0.1%ETFVery LowWellesley, MA2026-10-16
Crestwood Advisors Group, LLC
5,620$263.6K0.0%GrowthLowBoston, MA2026-10-27
Maltin Wealth Management, Inc.
5,615$263.4K0.1%ETFMediumRidgewood, NJ2026-10-13
HUB Investment Partners, LLC
5,611$263.2K0.0%GrowthLowAustin, TX2026-11-03
CFC Planning Co LLC
5,484$257.3K0.1%CoreMediumCicero, IN2026-10-28
WealthTrust Asset Management, LLC
5,481$257.1K0.1%GARPMediumDestin, FL2026-10-22
GSG Advisors LLC
5,457$256.0K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Creative Financial Designs Inc
5,443$255.3K0.0%ETFMediumKokomo, IN2026-11-04
KFA Private Wealth Group, LLC
5,390$252.8K0.1%ETFLowTysons, VA2026-10-07
Richards, Merrill & Peterson, Inc.
5,387$252.7K0.1%GrowthLowSpokane, WA2026-10-19
Avantax Planning Partners, Inc.
5,365$251.7K0.0%ETFLowDubuque, IA2026-11-03
Skyline Advisors, Inc.
5,363$251.6K0.1%ETFMediumBellingham, WA2026-11-03
Guerra PAN Advisors, LLC
5,358$262.1K0.1%GrowthVery LowMontclair, NJ2026-10-26
Avidian Wealth Enterprises, LLC
5,342$250.6K0.0%ETFLowHouston, TX2026-10-08
Whelan Financial
5,293$248.3K0.1%ETFLowFresno, CA2026-10-28
FSM Wealth Advisors, LLC
5,285$251.6K0.0%ETFLowCleveland, OH2026-10-27
Facet Wealth, Inc.
5,215$244.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Oak Barrel Wealth Advisory LLC
5,159$242.0K0.1%ETFN/AReston, VA2026-11-05
Core Wealth Partners LLC
5,054$237.1K0.1%GrowthLowSanta Rosa, CA2026-11-02
Patriot Financial Group Insurance Agency, LLC
5,036$236.2K0.0%GrowthLowWalpole, MA2026-10-14
Kestra Investment Management, LLC
4,948$232.1K0.0%ETFMediumAustin, TX2026-11-04
Strategy Asset Managers LLC
4,936$231.5K0.0%CoreLowPasadena, CA2026-10-14
Stenger Family Office, LLC
4,925$236.8K0.0%GrowthMediumNaperville, IL2026-10-22
Axiom Investment Management LLC
4,923$230.9K0.2%CoreN/ANew York, NY2026-11-03
Sound Income Strategies, LLC
4,908$233.6K0.0%YieldMediumFt Lauderdale, FL2026-10-09
MSH Capital Advisors LLC
4,784$224.4K0.0%CoreLowScottsdale, AZ2026-11-03
Platt Wealth Management LLC
4,766$223.0K0.3%GrowthVery LowSan Diego, CA2026-11-04
Encompass More Asset Management
4,710$220.9K0.0%ETFHighDanville, CA2026-10-16
SeaCrest Wealth Management, LLC
4,691$220.0K0.0%GrowthLowPurchase, NY2026-10-21
Aprio Wealth Management, LLC
4,649$218.1K0.0%ETFMediumAtlanta, GA2026-10-28
Visionary Wealth Advisors
4,555$213.7K0.0%ETFLowO'Fallon, IL2026-11-04
Tortuga Wealth Management, Inc
4,537$213.0K0.2%CoreLowTorrance, CA2026-10-27
Gilliland Jeter Wealth Management LLC
4,483$210.3K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Avior Wealth Management, LLC
4,389$205.9K0.0%ETFMediumOmaha, NE2026-10-13
Pinnacle Bancorp, Inc.
4,178$196.0K0.1%CoreVery LowBeatrice, NE2026-10-21
Compass Financial Management LLC
3,817$179.1K0.0%CoreN/ATampa, FL2026-10-30
Root Financial Partners, LLC
3,691$173.2K0.0%ETFMediumEncinitas, CA2026-10-21
Barnes Dennig Private Wealth Management LLC
3,441$161.4K0.1%CoreLowCincinnati, OH2026-10-30
Gen-Wealth Partners Inc
3,120$146.4K0.0%CoreLowZeeland, MI2026-11-04
Trust Co of Vermont
3,080$144.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Hilton Head Capital Partners, LLC
2,806$131.6K0.1%CoreMediumHilton Head Island, SC2026-10-23
NBT Bank, N.A.
2,797$131.2K0.0%CoreLowNorwich, NY2026-10-21
Cullen T Bankers, Inc.
2,708$127.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Brown, Lisle Ings, Inc.
2,600$122.0K0.0%CoreVery LowProvidence, RI2026-10-16
Next Level Wealth Planning, LLC
2,367$111.0K0.0%ETFVery LowMeridian, ID2026-10-29
Thompson Investment Management, Inc.
2,153$101.0K0.0%ValueMediumMadison, WI2026-10-14
Accordant Advisory Group Inc
2,064$96.8K0.1%ValueMediumAnnapolis, MD2026-10-29
Bfsg, LLC
1,923$90.2K0.0%CoreLowIrvine, CA2026-10-30
Allspring Global Investments Holdings, LLC
1,770$83.2K0.0%CoreMediumCharlotte, NC2026-11-04
Balance Wealth Partners LLC
1,740$81.6K0.0%ETFMediumWorthington, OH2026-10-27
Wilmington Savings Fund Society, FSB
1,719$80.6K0.0%CoreLowWilmington, DE2026-10-23
Silver Grove Financial Group, Inc.
1,702$79.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Ascentis Independent Advisors
1,617$75.9K0.0%ETFLowDallas, TX2026-11-03
Washington Trust Advisors, Inc.
1,575$73.9K0.0%GrowthLowWellesley, MA2026-10-22
Oakworth Capital, Inc.
1,500$70.4K0.0%ETFLowBirmingham, AL2026-10-26
Reap Financial Group, LLC
1,462$68.6K0.0%ETFLowAustin, TX2026-11-02
Midwest Capital Advisors, LLC
1,398$65.6K0.0%ETFHighGrand Rapids, MI2026-11-04
Center for Financial Planning, Inc.
1,386$65.1K0.0%ETFLowSouthfied, MI2026-10-26
Avion Wealth
1,256$580.0%ETFLowThe Woodlands, TX2026-11-04
Nemes Rush Group LLC
1,195$56.1K0.0%CoreVery LowNovi, MI2026-11-04
Abound Wealth Management
1,182$55.4K0.0%ETFVery LowFranklin, TN2026-10-26
Pathway Financial Advisers, LLC
1,096$51.4K0.0%CoreLowAuburn, IN2026-10-27
Parkside Financial Bank & Trust
1,094$51.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Valley National Advisers Inc
1,094$51.3K0.0%ETFLowBethlehem, PA2026-10-23
Navigoe, LLC
1,072$50.0K0.0%ETFVery LowRedondo Beach, CA2026-11-04
North Star Investment Management Corp.
1,059$49.7K0.0%CoreLowChicago, IL2026-10-27
Farmers & Merchants Investments Inc
1,043$48.9K0.0%CoreVery LowLincoln, NE2026-10-22
Raleigh Capital Management Inc.
985$46.2K0.0%CoreMediumCary, NC2026-10-28
Rydar Equities, Inc.
905$42.6K0.0%CoreVery LowWeatherford, TX2026-10-13
Compass Wealth Management LLC
888$41.7K0.0%GARPLowGuilford, CT2026-10-22
Quaker Wealth Management, LLC
852$40.0K0.0%ETFMediumMoorestown, NJ2026-10-22
Caldwell Trust Co
759$35.6K0.0%GrowthLowVenice, FL2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
741$34.8K0.0%GrowthMediumLincolnshire, IL2026-10-28
Livelsberger Financial Advisory
625$29.3K0.2%YieldVery LowAshland, OH2026-10-28
IFS Advisors, LLC
606$28.4K0.0%ETFLowOverland Park, KS2026-10-14
Hilltop National Bank
605$28.4K0.0%CoreLowCasper, WY2026-10-14
Signaturefd, LLC
593$27.8K0.0%IndexLowAtlanta, GA2026-10-23
LFA - Lugano Financial Advisors SA
550$25.8K0.0%ETFLowLugano, Switzerland2026-11-03
RMG Wealth Management LLC
500$25.2K0.0%ETFVery HighPlatteville, WI2026-10-26
TD Waterhouse Canada Inc.
500$23.5K0.0%CoreLowToronto, Australia2026-10-16
Asset Dedication, LLC
498$23.4K0.0%ETFLowSan Francisco, CA2026-11-03
Quest 10 Wealth Builders, Inc.
480$22.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Citizens National Bank Trust Department
450$21.1K0.0%CoreVery LowMeridian, MS2026-11-04
Eastern Bank
397$18.6K0.0%GrowthMediumBoston, MA2026-10-05
Plante Moran Financial Advisors, LLC
354$16.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Mosley Wealth Management
337$16.5K0.0%ETFHighAnaheim, CA2026-10-16
Sfam, LLC
333$15.6K0.0%ETFVery LowElmhurst, IL2026-11-03
Hanson & Doremus Investment Management
299$14.0K0.0%CoreVery LowBurlington, VT2026-10-16
Highline Wealth Partners LLC
294$13.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Salomon & Ludwin, LLC
271$12.7K0.0%ETFVery LowRichmond, VA2026-10-29
Heritage Family Offices, LLP
268$12.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Lodestone Wealth Management LLC
243$11.4K0.0%CoreLowSpokane, WA2026-10-14
Ascentis Wealth Management, LLC
237$11.1K0.0%Agg GrowthLowDallas, TX2026-11-03
PFS Partners, LLC
234$11.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
Canton Hathaway, LLC
223$10.5K0.0%ValueLowProvidence, RI2026-10-23
KFG LLC
213$10.0K0.0%ETFN/ARapid City, SD2026-11-02
Hazlett, Burt & Watson, Inc.
200$90.0%CoreVery LowWheeling, WV2026-11-04
GHP Investment Advisors, Inc.
189$8.9K0.0%CoreVery LowDenver, CO2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
155$7.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Buck Wealth Strategies, LLC
147$6.9K0.0%ValueMediumDenver, CO2026-10-28
Lloyd Advisory Services, Llc.
136$6.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Downshift Financial, LLC
135$6.3K0.0%ETFLowBoulder, CO2026-10-13
Hughes Financial Services, LLC
127$6.4K0.0%ETFLowHerndon, VA2026-10-30
Redwood Park Advisors LLC
125$5.9K0.0%ETFVery LowRedwood City, CA2026-11-02
Comprehensive Financial Planning, Inc.
113$5.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Evolution Wealth Management Inc.
105$4.9K0.0%ETFMediumFort Myers, FL2026-10-28
SBI Securities Co., Ltd.
99$4.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pension & Wealth Management Advisors, Inc.
77$3.6K0.0%ETFLowWaltham, MA2026-10-16
Main Street Group, LTD
5$2350.0%ETFMediumGlen Allen, VA2026-10-28