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First Trust DW Focus 5 Fund (FV)

CUSIP: 33738R605 | NYSE | 864 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,708,140
0.2% of portfolio›$125.4M
Prospera Financial Services Inc697,431
0.7% of portfolio›$52.3M
Concurrent Investment Advisors, LLC596,310
0.3% of portfolio›$43.8M
Sard Wealth Management Group, LLC479,226
14.1% of portfolio›$35.2M
Cambridge Investment Research Advisors, Inc.468,060
0.2% of portfolio›$34.4M
D.A. Davidson & Co.388,173
0.2% of portfolio›$28.5M
Madrona Financial Services, LLC261,274
3.0% of portfolio›$19.2M
Frederick Financial Consultants, LLC222,184
6.8% of portfolio›$16.3M
Strid Group, LLC187,331
1.5% of portfolio›$13.7M
AlphaCore Capital LLC151,473
0.2% of portfolio›$11.1M
Wealth Enhancement Advisory Services, LLC138,316
0.0% of portfolio›$10.3M
Ashton Thomas Private Wealth, LLC122,424
0.2% of portfolio›$9.0M
MGO One Seven LLC120,555
0.1% of portfolio›$8.8M
Fusion Capital, LLC119,556
1.9% of portfolio›$8.8M
SkyOak Wealth, LLC105,608
1.3% of portfolio›$7.8M
Citigroup Inc101,336
0.0% of portfolio›$7.4M
IFP Advisors, Inc98,132
0.1% of portfolio›$7.2M
Kestra Advisory Services, LLC90,437
0.0% of portfolio›$6.6M
Ascentis Independent Advisors79,396
0.3% of portfolio›$5.8M
Atwood & Palmer Inc71,985
0.3% of portfolio›$5.3M
Stablepoint Partners, LLC62,383
0.6% of portfolio›$4.6M
Meridian Wealth Management, LLC60,956
0.1% of portfolio›$4.5M
Daymark Wealth Partners, LLC60,903
0.1% of portfolio›$4.5M
Farther Finance Advisors, LLC60,109
0.0% of portfolio›$4.4M
Claro Advisors Inc.60,073
0.4% of portfolio›$4.4M
Creative Planning59,480
0.0% of portfolio›$4.4M
Truist Financial Corp56,731
0.0% of portfolio›$4.2M
Morey & Quinn Wealth Partners, LLC53,784
2.6% of portfolio›$3.9M
Apollon Wealth Management, LLC52,603
0.0% of portfolio›$3.9M
TradeWell Securities, Llc.52,251
1.3% of portfolio›$3.8M
Cushing Capital Partners, LLC49,251
2.2% of portfolio›$3.6M
VestGen Advisors, LLC46,184
0.1% of portfolio›$3.4M
First Heartland Consultants, Inc.43,991
0.2% of portfolio›$3.2M
Flagship Harbor Advisors, LLC42,584
0.1% of portfolio›$3.1M
Lunt Capital Management, Inc.40,441
1.1% of portfolio›$3.0M
Independent Financial Group, LLC37,739
0.1% of portfolio›$2.8M
Golden State Wealth Management, LLC35,650
0.2% of portfolio›$2.6M
Cottonwood Capital Advisors, LLC35,251
1.6% of portfolio›$2.6M
Waterfront Wealth Inc.31,620
0.4% of portfolio›$2.4M
Kestra Private Wealth Services, LLC31,282
0.0% of portfolio›$2.3M
Wedbush Securities Inc30,265
0.1% of portfolio›$2.2M
Sigma Planning Corp29,272
0.1% of portfolio›$2.1M
QP Wealth Management, LLC26,875
3.0% of portfolio›$2.0M
Trueblood Wealth Management, LLC26,158
0.7% of portfolio›$1.9M
Atria Investments, Inc24,159
0.0% of portfolio›$1.8M
Oppenheimer & Co Inc23,707
0.0% of portfolio›$1.7M
Accel Wealth Management21,658
0.3% of portfolio›$1.6M
CoreCap Advisors, LLC20,986
0.0% of portfolio›$1.5M
Davenport & Co LLC18,266
0.0% of portfolio›$1.3M
Ballew Advisors, Inc17,999
0.7% of portfolio›$1.3M
Dynamic Advisor Solutions LLC16,556
0.0% of portfolio›$1.2M
Global Assets Advisory, LLC16,461
0.3% of portfolio›$1.2M
Richmond Investment Services, LLC15,831
0.4% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC15,740
0.0% of portfolio›$1.2M
Atlas Private Wealth Advisors15,682
0.2% of portfolio›$1.2M
RFG Advisory, LLC15,624
0.0% of portfolio›$1.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors15,178
0.1% of portfolio›$1.1M
Cascade Investment Group, Inc.15,093
0.6% of portfolio›$1.1M
Gilliland Jeter Wealth Management LLC14,818
0.3% of portfolio›$1.1M
Pinnacle Associates LTD14,780
0.0% of portfolio›$1.1M
Pinnacle Wealth Management Advisory Group, LLC14,780
0.1% of portfolio›$1.1M
Clear Creek Financial Management, LLC14,236
0.1% of portfolio›$1.0M
MinichMacGregor Wealth Management, LLC13,925
0.2% of portfolio›$1.0M
Insight Advisors, LLC/ PA13,298
0.2% of portfolio›$976.0K
Quad-Cities Investment Group, LLC13,238
0.3% of portfolio›$971.6K
Keybank National Association12,153
0.0% of portfolio›$892.0K
Sage Mountain Advisors LLC11,927
0.1% of portfolio›$875.4K
Advisortrust Partners, LLC11,482
0.3% of portfolio›$842.7K
Capital Investment Advisory Services, LLC11,456
0.1% of portfolio›$840.8K
Madison Park Capital Advisors, LLC11,425
0.5% of portfolio›$838.5K
Assetmark, Inc11,329
0.0% of portfolio›$831.5K
Dhjj Financial Advisors, Ltd.11,197
0.2% of portfolio›$821.8K
Koshinski Asset Management, Inc.10,379
0.0% of portfolio›$761.8K
Lanark Financial, Inc.10,353
0.1% of portfolio›$759.9K
Visionary Wealth Advisors10,000
0.0% of portfolio›$733.9K
Redwood Family Wealth LLC9,776
0.6% of portfolio›$717.5K
XML Financial, LLC9,576
0.1% of portfolio›$702.9K
HCR Wealth Advisors9,045
0.1% of portfolio›$663.9K
Montz Harcus Wealth Management LLC8,969
0.2% of portfolio›$658.3K
Spire Wealth Management8,520
0.0% of portfolio›$625.4K
Glenview Trust Co8,081
0.0% of portfolio›$593.1K
Cyndeo Wealth Partners, LLC7,875
0.0% of portfolio›$578.0K
Gamma Investing LLC7,423
0.0% of portfolio›$544.8K
Vise Technologies, Inc.7,102
0.0% of portfolio›$521.3K
Quantum Financial Partners LLC6,907
0.3% of portfolio›$507.0K
Kaydan Wealth Management, Inc.6,850
0.2% of portfolio›$502.8K
Acorn Wealth Advisors, LLC6,810
0.1% of portfolio›$499.8K
Chicago Partners Investment Group LLC6,510
0.0% of portfolio›$485.1K
Park Avenue Securities LLC6,241
0.0% of portfolio›$458.0K
Novem Group5,701
0.0% of portfolio›$418.4K
Manchester Capital Management LLC5,700
0.1% of portfolio›$418.4K
James T. Borello RIA5,658
0.1% of portfolio›$415.3K
ARQ Wealth Advisors, LLC5,476
0.0% of portfolio›$401.9K
NWF Advisory Services Inc.5,141
0.0% of portfolio›$377.3K
Colonial River Investments, LLC5,041
0.1% of portfolio›$370.0K
Independent Wealth Network Inc.5,004
0.1% of portfolio›$367.3K
Virtus Wealth Solutions LLC4,992
0.1% of portfolio›$366.4K
Creative Financial Designs Inc4,991
0.0% of portfolio›$366.3K
Wagner Wealth Management, Corp4,906
0.3% of portfolio›$360.1K
WealthTrust Asset Management, LLC4,843
0.2% of portfolio›$355.5K
Milestones Private Investment Advisors LLC4,814
0.3% of portfolio›$353.3K
Dale Q Rice Investment Management Ltd4,793
0.2% of portfolio›$351.8K
Signature Estate & Investment Advisors LLC4,447
0.0% of portfolio›$326.4K
Formidable Asset Management, LLC4,426
0.0% of portfolio›$335.8K
Sound Income Strategies, LLC4,415
0.0% of portfolio›$327.7K
Uhlmann Price Securities, LLC4,342
0.0% of portfolio›$318.7K
Hilton Head Capital Partners, LLC4,329
0.2% of portfolio›$317.7K
QTR Family Wealth, LLC4,322
0.1% of portfolio›$317.2K
Brookstone Capital Management4,266
0.0% of portfolio›$313.1K
Gratus Wealth Advisors, LLC4,196
0.0% of portfolio›$308.0K
Investment Partners, Ltd.4,074
0.0% of portfolio›$299.0K
Bryn Mawr Trust Advisors, LLC3,980
0.0% of portfolio›$292.1K
B. Riley Wealth Advisors, Inc.3,951
0.0% of portfolio›$290.0K
Allspring Global Investments Holdings, LLC3,825
0.0% of portfolio›$283.4K
Cassaday & Co Wealth Management LLC3,648
0.0% of portfolio›$267.7K
Strategy Asset Managers LLC3,574
0.0% of portfolio›$262.3K
City Holding Co3,500
0.0% of portfolio›$256.9K
StoneX Group Inc.3,460
0.0% of portfolio›$253.4K
Focus Financial Network, Inc.3,451
0.0% of portfolio›$253.3K
Scheeler Financial LLC3,437
0.2% of portfolio›$252.3K
Schneider Downs Wealth Management Advisors, LP3,272
0.0% of portfolio›$240.1K
Capital Asset Advisory Services LLC3,259
0.0% of portfolio›$242.2K
Register Financial Advisors LLC3,189
0.1% of portfolio›$234.0K
Westbourne Investment Advisors, Inc.3,144
0.1% of portfolio›$230.8K
Berman McAleer LLC3,100
0.0% of portfolio›$227.5K
Avantax Planning Partners, Inc.3,068
0.0% of portfolio›$225.2K
Mather Group, Llc.3,047
0.0% of portfolio›$223.6K
Oakworth Capital, Inc.3,000
0.0% of portfolio›$220.2K
Professional Financial Advisors, LLC2,981
0.0% of portfolio›$218.8K
SageOak Financial, LLC2,877
0.1% of portfolio›$211.2K
Orgel Wealth Management, LLC2,851
0.0% of portfolio›$209.3K
Private Trust Co NA2,851
0.0% of portfolio›$209.2K
Letson Investment Management, Inc.2,845
0.1% of portfolio›$208.8K
OpenArc Corporate Advisory, LLC2,818
0.0% of portfolio›$206.8K
Compass Financial Management LLC2,735
0.0% of portfolio›$200.7K
Signature Wealth Management Partners, LLC2,731
0.1% of portfolio›$200.4K
Biltmore Family Office, LLC1,954
0.0% of portfolio›$143.4K
NBT Bank, N.A.1,691
0.0% of portfolio›$124.1K
Cedar Mountain Advisors, LLC1,592
0.0% of portfolio›$116.9K
Wagner Wealth Management, LLC1,577
0.0% of portfolio›$115.8K
Creative Capital Management Investments LLC1,442
0.0% of portfolio›$105.8K
Quest 10 Wealth Builders, Inc.1,325
0.1% of portfolio›$97.3K
MTM Investment Management, LLC1,260
0.0% of portfolio›$92.5K
Realta Investment Advisors1,176
0.0% of portfolio›$86.3K
Next Level Wealth Planning, LLC1,155
0.0% of portfolio›$84.8K
Pinnacle Wealth Planning Services, Inc.1,084
0.0% of portfolio›$79.6K
Beacon Investment Advisory Services, Inc.1,042
0.0% of portfolio›$76.5K
Evolution Wealth Management Inc.750
0.0% of portfolio›$55.0K
Laurel Wealth Advisors LLC700
0.0% of portfolio›$51.4K
Asset Dedication, LLC692
0.0% of portfolio›$50.8K
Burkett Financial Services, LLC685
0.0% of portfolio›$50.3K
Adkins Seale Capital Management LLC571
0.0% of portfolio›$41.9K
Horizon Financial Services, LLC551
0.0% of portfolio›$40.4K
Elevated Capital Advisors, LLC475
0.0% of portfolio›$34.9K
American National Bank & Trust470
0.0% of portfolio›$34.5K
Washington Trust Advisors, Inc.464
0.0% of portfolio›$34.1K
Armstrong Advisory Group, Inc418
0.0% of portfolio›$30.7K
Holos Integrated Wealth LLC378
0.0% of portfolio›$27.8K
Blue Trust, Inc.357
0.0% of portfolio›$26.2K
Quaker Wealth Management, LLC350
0.0% of portfolio›$25.7K
Grove Bank & Trust330
0.0% of portfolio›$24.2K
Decker Retirement Planning Inc.319
0.0% of portfolio›$23.4K
Financial Perspectives, Inc317
0.0% of portfolio›$23.3K
Hazlett, Burt & Watson, Inc.317
0.0% of portfolio›$23
Key FInancial Inc275
0.0% of portfolio›$20.2K
Nfsg Corp264
0.0% of portfolio›$19.4K
PFS Partners, LLC250
0.0% of portfolio›$18.3K
Moisand Fitzgerald Tamayo, LLC180
0.0% of portfolio›$13.2K
GK Wealth Management LLC117
0.0% of portfolio›$8.6K
EverSource Wealth Advisors, LLC90
0.0% of portfolio›$6.6K
Root Financial Partners, LLC71
0.0% of portfolio›$5.2K
Parallel Advisors, LLC41
0.0% of portfolio›$3.0K
JFS Wealth Advisors, LLC15
0.0% of portfolio›$1.1K
POM Investment Strategies, LLC15
0.0% of portfolio›$1.1K
EPG Wealth Management LLC1
0.0% of portfolio›$73
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,708,140$125.4M0.2%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
697,431$52.3M0.7%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
596,310$43.8M0.3%GrowthMediumTampa, FL2026-10-16
Sard Wealth Management Group, LLC
479,226$35.2M14.1%ETFVery LowAtlanta, GA2026-10-16
Cambridge Investment Research Advisors, Inc.
468,060$34.4M0.2%ETFLowFairfield, IA2026-11-02
D.A. Davidson & Co.
388,173$28.5M0.2%CoreLowGreat Falls, MT2026-10-28
Madrona Financial Services, LLC
261,274$19.2M3.0%ETFLowEverett, WA2026-10-23
Frederick Financial Consultants, LLC
222,184$16.3M6.8%ETFVery LowFrederick, MD2026-10-29
Strid Group, LLC
187,331$13.7M1.5%ETFLowNewtown Square, PA2026-10-28
AlphaCore Capital LLC
151,473$11.1M0.2%ETFLowLa Jolla, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
138,316$10.3M0.0%CoreLowPlymouth, MN2026-10-13
Ashton Thomas Private Wealth, LLC
122,424$9.0M0.2%CoreMediumScottsdale, AZ2026-11-03
MGO One Seven LLC
120,555$8.8M0.1%GrowthLowBeachwood, OH2026-10-28
Fusion Capital, LLC
119,556$8.8M1.9%GrowthLowMt. Pleasant, SC2026-10-28
SkyOak Wealth, LLC
105,608$7.8M1.3%ETFLowSouthfield, MI2026-10-28
Citigroup Inc
101,336$7.4M0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
98,132$7.2M0.1%GrowthLowTampa, FL2026-10-16
Kestra Advisory Services, LLC
90,437$6.6M0.0%CoreLowAustin, TX2026-11-02
Ascentis Independent Advisors
79,396$5.8M0.3%ETFLowDallas, TX2026-11-03
Atwood & Palmer Inc
71,985$5.3M0.3%CoreVery LowKansas City, MO2026-10-08
Stablepoint Partners, LLC
62,383$4.6M0.6%CoreLowBraintree, MA2026-11-03
Meridian Wealth Management, LLC
60,956$4.5M0.1%GrowthLowLexington, KY2026-11-05
Daymark Wealth Partners, LLC
60,903$4.5M0.1%CoreLowCincinnati, OH2026-11-04
Farther Finance Advisors, LLC
60,109$4.4M0.0%IndexLowSan Francisco, CA2026-10-08
Claro Advisors Inc.
60,073$4.4M0.4%CoreLowBoston, MA2026-11-02
Creative Planning
59,480$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
56,731$4.2M0.0%CoreLowCharlotte, NC2026-10-30
Morey & Quinn Wealth Partners, LLC
53,784$3.9M2.6%CoreVery LowOmaha, NE2026-10-28
Apollon Wealth Management, LLC
52,603$3.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
TradeWell Securities, Llc.
52,251$3.8M1.3%GrowthVery LowFort Wayne, IN2026-10-21
Cushing Capital Partners, LLC
49,251$3.6M2.2%ETFLowDelafield, WI2026-10-20
VestGen Advisors, LLC
46,184$3.4M0.1%GrowthMediumChicago, IL2026-10-27
First Heartland Consultants, Inc.
43,991$3.2M0.2%ETFMediumLake St. Louis, MO2026-10-08
Flagship Harbor Advisors, LLC
42,584$3.1M0.1%ETFMediumBoston, MA2026-10-26
Lunt Capital Management, Inc.
40,441$3.0M1.1%ETFLowHolladay, UT2026-10-30
Independent Financial Group, LLC
37,739$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
Golden State Wealth Management, LLC
35,650$2.6M0.2%ETFMediumSanta Ana, CA2026-11-02
Cottonwood Capital Advisors, LLC
35,251$2.6M1.6%ETFVery LowSalt Lake City, UT2026-10-20
Waterfront Wealth Inc.
31,620$2.4M0.4%ValueLowOverland Park, KS2026-11-03
Kestra Private Wealth Services, LLC
31,282$2.3M0.0%GrowthLowAustin, TX2026-10-30
Wedbush Securities Inc
30,265$2.2M0.1%CoreLowPasadena, CA2026-10-22
Sigma Planning Corp
29,272$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
QP Wealth Management, LLC
26,875$2.0M3.0%GrowthHighBoca Raton, FL2026-10-20
Trueblood Wealth Management, LLC
26,158$1.9M0.7%CoreLowLima, OH2026-10-23
Atria Investments, Inc
24,159$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
Oppenheimer & Co Inc
23,707$1.7M0.0%CoreLowNew York, NY2026-10-26
Accel Wealth Management
21,658$1.6M0.3%ETFLowWaverly, IA2026-10-13
CoreCap Advisors, LLC
20,986$1.5M0.0%ETFMediumSouthfield, MI2026-10-08
Davenport & Co LLC
18,266$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Ballew Advisors, Inc
17,999$1.3M0.7%ETFLowJackson, MS2026-10-05
Dynamic Advisor Solutions LLC
16,556$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
Global Assets Advisory, LLC
16,461$1.2M0.3%GrowthHighOrlando, FL2026-10-28
Richmond Investment Services, LLC
15,831$1.2M0.4%ETFLowMequon, WI2026-10-29
Kingswood Wealth Advisors, LLC
15,740$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Atlas Private Wealth Advisors
15,682$1.2M0.2%ETFLowRed Bank, NJ2026-10-23
RFG Advisory, LLC
15,624$1.1M0.0%ETFMediumBirmingham, AL2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
15,178$1.1M0.1%ETFMediumWestlake, OH2026-10-14
Cascade Investment Group, Inc.
15,093$1.1M0.6%CoreLowColorado Springs, CO2026-10-13
Gilliland Jeter Wealth Management LLC
14,818$1.1M0.3%GrowthVery LowLittle Rock, AR2026-10-28
Pinnacle Associates LTD
14,780$1.1M0.0%CoreLowNew York, NY2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
14,780$1.1M0.1%GrowthLowRed Bank, NJ2026-10-23
Clear Creek Financial Management, LLC
14,236$1.0M0.1%ETFMediumSilverdale, WA2026-10-28
MinichMacGregor Wealth Management, LLC
13,925$1.0M0.2%ETFHighSaratoga Springs, NY2026-10-14
Insight Advisors, LLC/ PA
13,298$976.0K0.2%ETFMediumNewtown, PA2026-10-22
Quad-Cities Investment Group, LLC
13,238$971.6K0.3%CoreLowDavenport, IA2026-10-16
Keybank National Association
12,153$892.0K0.0%CoreLowBrooklyn, OH2026-11-04
Sage Mountain Advisors LLC
11,927$875.4K0.1%ETFLowAtlanta, GA2026-11-02
Advisortrust Partners, LLC
11,482$842.7K0.3%CoreHighRaleigh, NC2026-11-02
Capital Investment Advisory Services, LLC
11,456$840.8K0.1%CoreMediumRaleigh, NC2026-10-30
Madison Park Capital Advisors, LLC
11,425$838.5K0.5%ETFMediumSeattle, WA2026-10-28
Assetmark, Inc
11,329$831.5K0.0%ETFLowConcord, CA2026-10-21
Dhjj Financial Advisors, Ltd.
11,197$821.8K0.2%ETFVery LowNaperville, IL2026-10-23
Koshinski Asset Management, Inc.
10,379$761.8K0.0%ETFLowDecatur, IL2026-10-29
Lanark Financial, Inc.
10,353$759.9K0.1%CoreMediumBirmingham, AL2026-10-26
Visionary Wealth Advisors
10,000$733.9K0.0%ETFLowO'Fallon, IL2026-11-04
Redwood Family Wealth LLC
9,776$717.5K0.6%GrowthLowPlano, TX2026-10-20
XML Financial, LLC
9,576$702.9K0.1%ETFLowBethesda, MD2026-10-29
HCR Wealth Advisors
9,045$663.9K0.1%GrowthLowLos Angeles, CA2026-10-15
Montz Harcus Wealth Management LLC
8,969$658.3K0.2%ETFVery LowNew Orleans, LA2026-10-09
Spire Wealth Management
8,520$625.4K0.0%GrowthMediumMclean, VA2026-10-30
Glenview Trust Co
8,081$593.1K0.0%GrowthVery LowLouisville, KY2026-10-28
Cyndeo Wealth Partners, LLC
7,875$578.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Gamma Investing LLC
7,423$544.8K0.0%IndexVery LowFoster City, CA2026-10-08
Vise Technologies, Inc.
7,102$521.3K0.0%IndexLowNew York, NY2026-10-29
Quantum Financial Partners LLC
6,907$507.0K0.3%ETFN/AOverland Park, KS2026-10-19
Kaydan Wealth Management, Inc.
6,850$502.8K0.2%ETFMediumFenton, MI2026-10-08
Acorn Wealth Advisors, LLC
6,810$499.8K0.1%ETFLowGrand Blanc, MI2026-10-19
Chicago Partners Investment Group LLC
6,510$485.1K0.0%GARPLowChicago, IL2026-10-27
Park Avenue Securities LLC
6,241$458.0K0.0%ETFMediumNew York, NY2026-10-26
Novem Group
5,701$418.4K0.0%ETFMediumRochester, NY2026-10-19
Manchester Capital Management LLC
5,700$418.4K0.1%CoreLowManchester, VT2026-10-22
James T. Borello RIA
5,658$415.3K0.1%ETFVery LowEast Dundee, IL2026-10-16
ARQ Wealth Advisors, LLC
5,476$401.9K0.0%ETFLowScottsdale, AZ2026-10-29
NWF Advisory Services Inc.
5,141$377.3K0.0%GARPLowLos Angeles, CA2026-10-19
Colonial River Investments, LLC
5,041$370.0K0.1%GrowthMediumMidlothian, VA2026-10-19
Independent Wealth Network Inc.
5,004$367.3K0.1%ETFMediumUrbandale, IA2026-10-19
Virtus Wealth Solutions LLC
4,992$366.4K0.1%Agg GrowthHighCranford, NJ2026-11-03
Creative Financial Designs Inc
4,991$366.3K0.0%ETFMediumKokomo, IN2026-11-04
Wagner Wealth Management, Corp
4,906$360.1K0.3%ETFHighConyngham, PA2026-10-20
WealthTrust Asset Management, LLC
4,843$355.5K0.2%GARPMediumDestin, FL2026-10-22
Milestones Private Investment Advisors LLC
4,814$353.3K0.3%ETFMediumFairport, NY2026-10-19
Dale Q Rice Investment Management Ltd
4,793$351.8K0.2%ETFVery LowVancouver, WA2026-10-09
Signature Estate & Investment Advisors LLC
4,447$326.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Formidable Asset Management, LLC
4,426$335.8K0.0%CoreLowCincinnati, OH2026-11-03
Sound Income Strategies, LLC
4,415$327.7K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Uhlmann Price Securities, LLC
4,342$318.7K0.0%Agg GrowthLowSkokie, IL2026-11-03
Hilton Head Capital Partners, LLC
4,329$317.7K0.2%CoreMediumHilton Head Island, SC2026-10-23
QTR Family Wealth, LLC
4,322$317.2K0.1%GrowthMediumLake Mary, FL2026-11-02
Brookstone Capital Management
4,266$313.1K0.0%ETFMediumWheaton, IL2026-10-22
Gratus Wealth Advisors, LLC
4,196$308.0K0.0%ETFLowVirginia Beach, VA2026-10-26
Investment Partners, Ltd.
4,074$299.0K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
Bryn Mawr Trust Advisors, LLC
3,980$292.1K0.0%CoreLowPhiladelphia, PA2026-11-04
B. Riley Wealth Advisors, Inc.
3,951$290.0K0.0%GrowthLowMemphis, TN2026-10-13
Allspring Global Investments Holdings, LLC
3,825$283.4K0.0%CoreMediumCharlotte, NC2026-11-04
Cassaday & Co Wealth Management LLC
3,648$267.7K0.0%ETFVery LowMclean, VA2026-10-27
Strategy Asset Managers LLC
3,574$262.3K0.0%CoreLowPasadena, CA2026-10-14
City Holding Co
3,500$256.9K0.0%CoreLowCharleston, WV2026-10-19
StoneX Group Inc.
3,460$253.4K0.0%ETFMediumNew York, NY2026-11-03
Focus Financial Network, Inc.
3,451$253.3K0.0%ETFLowMinneapolis, MN2026-10-14
Scheeler Financial LLC
3,437$252.3K0.2%CoreN/AWest Chester, OH2026-10-13
Schneider Downs Wealth Management Advisors, LP
3,272$240.1K0.0%ETFVery LowPittsburgh, PA2026-10-27
Capital Asset Advisory Services LLC
3,259$242.2K0.0%ETFLowWilliamston, MI2026-10-30
Register Financial Advisors LLC
3,189$234.0K0.1%GARPLowAtlanta, GA2026-10-23
Westbourne Investment Advisors, Inc.
3,144$230.8K0.1%GARPLowAnnapolis, MD2026-10-20
Berman McAleer LLC
3,100$227.5K0.0%ETFVery LowTimonium, MD2026-10-16
Avantax Planning Partners, Inc.
3,068$225.2K0.0%ETFLowDubuque, IA2026-11-03
Mather Group, Llc.
3,047$223.6K0.0%ETFMediumChicago, IL2026-10-14
Oakworth Capital, Inc.
3,000$220.2K0.0%ETFLowBirmingham, AL2026-10-26
Professional Financial Advisors, LLC
2,981$218.8K0.0%ETFMediumNorth Platte, NE2026-10-13
SageOak Financial, LLC
2,877$211.2K0.1%ETFLowTulsa, OK2026-10-19
Orgel Wealth Management, LLC
2,851$209.3K0.0%ETFMediumAltoona, WI2026-10-14
Private Trust Co NA
2,851$209.2K0.0%CoreLowCleveland, OH2026-10-20
Letson Investment Management, Inc.
2,845$208.8K0.1%CoreVery LowAtlanta, GA2026-11-05
OpenArc Corporate Advisory, LLC
2,818$206.8K0.0%GrowthLowAtlanta, GA2026-10-21
Compass Financial Management LLC
2,735$200.7K0.0%CoreN/ATampa, FL2026-10-30
Signature Wealth Management Partners, LLC
2,731$200.4K0.1%GrowthVery LowMontvale, NJ2026-10-21
Biltmore Family Office, LLC
1,954$143.4K0.0%GrowthLowCharlotte, NC2026-11-03
NBT Bank, N.A.
1,691$124.1K0.0%CoreLowNorwich, NY2026-10-21
Cedar Mountain Advisors, LLC
1,592$116.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Wagner Wealth Management, LLC
1,577$115.8K0.0%ETFLowGreenville, SC2026-10-21
Creative Capital Management Investments LLC
1,442$105.8K0.0%ETFLowSan Diego, CA2026-10-28
Quest 10 Wealth Builders, Inc.
1,325$97.3K0.1%ETFLowFuquay-Varina, VA2026-11-02
MTM Investment Management, LLC
1,260$92.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
Realta Investment Advisors
1,176$86.3K0.0%GrowthMediumWilmington, DE2026-10-14
Next Level Wealth Planning, LLC
1,155$84.8K0.0%ETFVery LowMeridian, ID2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,084$79.6K0.0%GARPLowMansfield, OH2026-10-27
Beacon Investment Advisory Services, Inc.
1,042$76.5K0.0%GrowthLowMorristown, NJ2026-10-13
Evolution Wealth Management Inc.
750$55.0K0.0%ETFMediumFort Myers, FL2026-10-28
Laurel Wealth Advisors LLC
700$51.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Asset Dedication, LLC
692$50.8K0.0%ETFLowSan Francisco, CA2026-11-03
Burkett Financial Services, LLC
685$50.3K0.0%ETFLowRock Hill, SC2026-10-01
Adkins Seale Capital Management LLC
571$41.9K0.0%CoreVery LowShreveport, LA2026-10-27
Horizon Financial Services, LLC
551$40.4K0.0%ETFLowWinston Salem, NC2026-11-04
Elevated Capital Advisors, LLC
475$34.9K0.0%ETFMediumSandy, UT2026-11-04
American National Bank & Trust
470$34.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Washington Trust Advisors, Inc.
464$34.1K0.0%GrowthLowWellesley, MA2026-10-22
Armstrong Advisory Group, Inc
418$30.7K0.0%ETFHighNeedham, MA2026-10-09
Holos Integrated Wealth LLC
378$27.8K0.0%ETFLowKennett Square, PA2026-10-23
Blue Trust, Inc.
357$26.2K0.0%ETFLowBrentwood, TN2026-10-15
Quaker Wealth Management, LLC
350$25.7K0.0%ETFMediumMoorestown, NJ2026-10-22
Grove Bank & Trust
330$24.2K0.0%ETFLowMiami, FL2026-10-08
Decker Retirement Planning Inc.
319$23.4K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Financial Perspectives, Inc
317$23.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Hazlett, Burt & Watson, Inc.
317$230.0%CoreVery LowWheeling, WV2026-11-04
Key FInancial Inc
275$20.2K0.0%ETFLowWest Chester, PA2026-11-02
Nfsg Corp
264$19.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
PFS Partners, LLC
250$18.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Moisand Fitzgerald Tamayo, LLC
180$13.2K0.0%ETFVery LowOrlando, FL2026-10-15
GK Wealth Management LLC
117$8.6K0.0%GARPVery HighReno, NV2026-10-09
EverSource Wealth Advisors, LLC
90$6.6K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
71$5.2K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
41$3.0K0.0%IndexLowSan Francisco, CA2026-11-03
JFS Wealth Advisors, LLC
15$1.1K0.0%ETFVery LowHermitage, PA2026-11-03
POM Investment Strategies, LLC
15$1.1K0.0%ETFVery HighRaleigh, NC2026-10-20
EPG Wealth Management LLC
1$730.0%GrowthLowAtlanta, GA2026-11-03