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First Trust Smith Opportunis (FIXD)

CUSIP: 33740F805 | NYSE | 831 institutional holders

Quarters

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

Truist Financial Corp1,312,579
0.1% of portfolio›$56.2M
One Way Holdings LLC879,142
1.6% of portfolio›$36.3M
Park National Corp739,505
0.8% of portfolio›$30.5M
Great Lakes Retirement, Inc.676,315
2.4% of portfolio›$27.9M
Cambridge Investment Research Advisors, Inc.639,460
0.1% of portfolio›$26.4M
TCP Asset Management, LLC483,288
2.3% of portfolio›$19.9M
Prospera Financial Services Inc437,228
0.2% of portfolio›$18.4M
Commonwealth Equity Services, LLC402,503
0.0% of portfolio›$16.6M
Vise Technologies, Inc.332,155
0.1% of portfolio›$13.7M
LexAurum Advisors, LLC264,851
1.2% of portfolio›$10.9M
Triumph Capital Management231,254
1.7% of portfolio›$9.5M
Elevation Point Wealth Partners, LLC229,542
0.2% of portfolio›$9.5M
Landmark Wealth Management, LLC208,872
2.1% of portfolio›$8.6M
CoreCap Advisors, LLC198,246
0.2% of portfolio›$8.2M
MGO One Seven LLC192,709
0.1% of portfolio›$8.0M
IFP Advisors, Inc163,073
0.1% of portfolio›$6.7M
ERn Financial, LLC144,918
1.0% of portfolio›$6.0M
Kestra Advisory Services, LLC144,877
0.0% of portfolio›$6.0M
Retirement Planning Group, LLC128,931
0.1% of portfolio›$5.3M
Axxcess Wealth Management, LLC123,380
0.2% of portfolio›$5.1M
Family Capital Management, Inc.112,280
1.8% of portfolio›$4.6M
Randall & Associates Wealth Management110,395
2.8% of portfolio›$4.6M
Keystone Wealth Services, LLC108,623
0.8% of portfolio›$4.5M
Ashton Thomas Private Wealth, LLC107,847
0.1% of portfolio›$4.5M
Westside Investment Management, Inc.91,023
0.5% of portfolio›$3.8M
Capital Planning LLC90,228
1.0% of portfolio›$3.7M
Assetmark, Inc89,754
0.0% of portfolio›$3.7M
Core Wealth Partners LLC84,287
1.4% of portfolio›$3.5M
Oppenheimer & Co Inc80,467
0.0% of portfolio›$3.3M
HBW Advisory Services LLC74,975
0.3% of portfolio›$3.1M
Intrua Financial, LLC73,936
0.3% of portfolio›$3.1M
RFG Advisory, LLC70,995
0.0% of portfolio›$2.9M
Fagan Associates, Inc.69,491
0.3% of portfolio›$2.9M
Atria Investments, Inc68,174
0.0% of portfolio›$2.8M
Signature Estate & Investment Advisors LLC67,384
0.0% of portfolio›$2.8M
Independent Financial Group, LLC64,221
0.0% of portfolio›$2.7M
Concurrent Investment Advisors, LLC63,889
0.0% of portfolio›$2.6M
Cannon Financial Strategists, Inc.54,234
0.3% of portfolio›$2.2M
Farther Finance Advisors, LLC52,488
0.0% of portfolio›$2.2M
D.A. Davidson & Co.49,865
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC42,375
0.0% of portfolio›$1.8M
First Financial Group Corp42,326
1.3% of portfolio›$1.7M
Creative Planning35,560
0.0% of portfolio›$1.5M
HCR Wealth Advisors34,811
0.1% of portfolio›$1.4M
Park Avenue Securities LLC34,458
0.0% of portfolio›$1.4M
Howard Financial Services, Ltd.34,325
0.1% of portfolio›$1.4M
Columbia Advisory Partners LLC33,437
0.8% of portfolio›$1.4M
QTR Family Wealth, LLC27,900
0.4% of portfolio›$1.2M
Global View Capital Management LLC27,293
0.3% of portfolio›$1.1M
Maia Wealth LLC26,966
0.2% of portfolio›$1.1M
Chiron Capital Management, LLC24,370
1.0% of portfolio›$1.0M
Inspirion Wealth Advisors, LLC22,626
0.1% of portfolio›$933.8K
Winthrop Advisory Group LLC22,161
0.1% of portfolio›$914.6K
Commonwealth Financial Services, LLC21,569
0.2% of portfolio›$890.1K
KG Capital Management20,071
0.5% of portfolio›$828.3K
Comprehensive Financial Consultants Institutional, Inc.19,598
0.2% of portfolio›$808.8K
Kestra Private Wealth Services, LLC19,548
0.0% of portfolio›$806.8K
Capital Investment Advisory Services, LLC19,446
0.0% of portfolio›$802.5K
Dynamic Advisor Solutions LLC19,140
0.0% of portfolio›$789.9K
Pinnacle Bancorp, Inc.19,073
0.2% of portfolio›$787.1K
Iams Wealth Management, LLC18,782
0.2% of portfolio›$775.2K
Walkner Condon Financial Advisors LLC18,752
0.1% of portfolio›$773.9K
CLG LLC18,585
0.2% of portfolio›$767.0K
Novem Group16,817
0.1% of portfolio›$694.1K
Acorn Wealth Advisors, LLC16,678
0.2% of portfolio›$688.3K
Pacific Excel Wealth Advisors, Inc.15,888
0.7% of portfolio›$657.7K
BlueChip Wealth Advisors LLC15,688
0.2% of portfolio›$647.4K
Spire Wealth Management15,600
0.0% of portfolio›$643.8K
Cyndeo Wealth Partners, LLC14,988
0.0% of portfolio›$618.5K
PFG Advisors14,840
0.0% of portfolio›$612.5K
Founders Financial Securities LLC14,370
0.0% of portfolio›$593.0K
Citigroup Inc14,141
0.0% of portfolio›$583.6K
BAM Wealth Management, LLC13,180
0.3% of portfolio›$543.9K
Cottonwood Capital Advisors, LLC13,081
0.3% of portfolio›$539.9K
National Wealth Management Group, LLC12,907
0.2% of portfolio›$532.7K
Richmond Investment Services, LLC12,257
0.2% of portfolio›$505.8K
GSG Advisors LLC12,221
0.1% of portfolio›$504.4K
United Advisor Group, LLC12,087
0.0% of portfolio›$498.9K
Cornerstone Wealth Management, LLC11,997
0.0% of portfolio›$495.1K
First Premier Bank11,795
0.4% of portfolio›$486.0K
Allen Capital Group, LLC11,391
0.0% of portfolio›$470.1K
Apollon Wealth Management, LLC10,820
0.0% of portfolio›$446.6K
Perigon Wealth Management, LLC10,805
0.0% of portfolio›$445.9K
Cambridge Advisors Inc.10,782
0.1% of portfolio›$445.0K
Sound Income Strategies, LLC10,712
0.0% of portfolio›$444.1K
Crusonia Wealth Advisors LLC10,668
0.1% of portfolio›$440.3K
Davenport & Co LLC10,372
0.0% of portfolio›$428.1K
Clear Creek Financial Management, LLC10,314
0.0% of portfolio›$425.7K
StoneX Group Inc.10,305
0.0% of portfolio›$425.3K
ROI Financial Advisors, LLC9,976
0.2% of portfolio›$411.7K
Lanark Financial, Inc.9,690
0.0% of portfolio›$399.9K
Asset Allocation Strategies LLC9,618
0.1% of portfolio›$396.9K
Quadcap Wealth Management, LLC9,483
0.0% of portfolio›$391.4K
Lighthouse Wealth Management Inc.8,626
0.2% of portfolio›$356.0K
Focus Financial Network, Inc.8,521
0.0% of portfolio›$351.7K
Beacon Financial Group8,499
0.0% of portfolio›$350.7K
Signature Equity Partners, LLC8,294
0.1% of portfolio›$342.3K
Holos Integrated Wealth LLC7,824
0.1% of portfolio›$325.8K
Tcfg Investment Advisors, LLC7,526
0.1% of portfolio›$310.6K
Sherrill & Hutchins Financial Advisory, Inc7,526
0.2% of portfolio›$310.6K
Triad Wealth Partners, LLC7,348
0.0% of portfolio›$303.3K
International Assets Investment Management, LLC7,311
0.0% of portfolio›$302.2K
Able Financial Group, LLC7,124
0.0% of portfolio›$294.0K
Cooper Financial Group7,013
0.0% of portfolio›$289.4K
Creative Financial Designs Inc6,885
0.0% of portfolio›$284.2K
USAdvisors Wealth Management, LLC6,822
0.3% of portfolio›$281.0K
Asset One Wealth Management LLC6,481
0.0% of portfolio›$267.5K
Sigma Planning Corp6,404
0.0% of portfolio›$264.3K
XML Financial, LLC6,218
0.0% of portfolio›$256.6K
EdgeRock Capital LLC6,195
0.1% of portfolio›$255.7K
Integrity Alliance, Llc.6,156
0.0% of portfolio›$254.1K
First Heartland Consultants, Inc.6,089
0.0% of portfolio›$251.3K
Wedbush Securities Inc5,863
0.0% of portfolio›$242.0K
Quad-Cities Investment Group, LLC5,741
0.1% of portfolio›$236.9K
TrueWealth Advisors, LLC5,589
0.1% of portfolio›$230.7K
Beacon Financial Advisory LLC5,532
0.0% of portfolio›$228.3K
Magnus Financial Group LLC5,428
0.0% of portfolio›$224.0K
Andina Capital Management, LLC5,299
0.3% of portfolio›$218.7K
Old Port Advisors5,181
0.0% of portfolio›$213.8K
Integrated Advisors Network LLC5,117
0.0% of portfolio›$211.2K
Brookstone Capital Management5,011
0.0% of portfolio›$206.8K
American Institute for Advanced Investment Management, LLP4,900
0.1% of portfolio›$202.2K
Private Trust Co NA4,195
0.0% of portfolio›$173.1K
Parallel Advisors, LLC3,727
0.0% of portfolio›$153.8K
Cullen T Bankers, Inc.3,472
0.0% of portfolio›$143.3K
Biltmore Family Office, LLC3,075
0.0% of portfolio›$126.9K
SBI Securities Co., Ltd.3,002
0.0% of portfolio›$123.9K
Golden State Wealth Management, LLC2,996
0.0% of portfolio›$123.6K
Tounjian Advisory Partners, LLC2,484
0.0% of portfolio›$102.5K
Compass Financial Management LLC1,684
0.0% of portfolio›$69.5K
First Pacific Financial1,426
0.0% of portfolio›$58.8K
GK Wealth Management LLC1,415
0.0% of portfolio›$58.4K
Quest 10 Wealth Builders, Inc.1,372
0.0% of portfolio›$56.6K
Wagner Wealth Management, LLC778
0.0% of portfolio›$32.1K
Avion Wealth700
0.0% of portfolio›$28
Raleigh Capital Management Inc.601
0.0% of portfolio›$24.8K
Buck Wealth Strategies, LLC590
0.0% of portfolio›$24.3K
Wolff Wiese Magana LLC425
0.0% of portfolio›$17.5K
Ascentis Independent Advisors418
0.0% of portfolio›$17.2K
Key Capital Management, Inc409
0.0% of portfolio›$16.9K
Blue Trust, Inc.341
0.0% of portfolio›$14.1K
Hazlett, Burt & Watson, Inc.225
0.0% of portfolio›$9
American National Bank & Trust198
0.0% of portfolio›$8.2K
Pinnacle Wealth Planning Services, Inc.184
0.0% of portfolio›$7.6K
Lloyd Advisory Services, Llc.182
0.0% of portfolio›$7.5K
Dhjj Financial Advisors, Ltd.127
0.0% of portfolio›$5.2K
IMG Wealth Management, Inc.73
0.0% of portfolio›$3.0K
Root Financial Partners, LLC57
0.0% of portfolio›$2.4K
CX Institutional34
0.0% of portfolio›$1
Hilltop National Bank24
0.0% of portfolio›$990
Elevated Capital Advisors, LLC24
0.0% of portfolio›$990
Spurstone Advisory Services, LLC12
0.0% of portfolio›$496
StyleTurnoverLocationFiled
Truist Financial Corp
1,312,579$56.2M0.1%CoreLowCharlotte, NC2026-10-30
One Way Holdings LLC
879,142$36.3M1.6%CoreMediumFlower Mound, TX2026-10-29
Park National Corp
739,505$30.5M0.8%CoreLowNewark, OH2026-10-05
Great Lakes Retirement, Inc.
676,315$27.9M2.4%GrowthLowSandusky, OH2026-10-26
Cambridge Investment Research Advisors, Inc.
639,460$26.4M0.1%ETFLowFairfield, IA2026-11-02
TCP Asset Management, LLC
483,288$19.9M2.3%ETFLowUpper Arlington, OH2026-10-14
Prospera Financial Services Inc
437,228$18.4M0.2%CoreMediumDallas, TX2026-11-04
Commonwealth Equity Services, LLC
402,503$16.6M0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
332,155$13.7M0.1%IndexLowNew York, NY2026-10-29
LexAurum Advisors, LLC
264,851$10.9M1.2%ETFLowOverland Park, KS2026-10-19
Triumph Capital Management
231,254$9.5M1.7%ETFMediumDenver, CO2026-10-14
Elevation Point Wealth Partners, LLC
229,542$9.5M0.2%CoreHighDenver, CO2026-11-05
Landmark Wealth Management, LLC
208,872$8.6M2.1%ETFVery LowMelville, NY2026-11-03
CoreCap Advisors, LLC
198,246$8.2M0.2%ETFMediumSouthfield, MI2026-10-08
MGO One Seven LLC
192,709$8.0M0.1%GrowthLowBeachwood, OH2026-10-28
IFP Advisors, Inc
163,073$6.7M0.1%GrowthLowTampa, FL2026-10-16
ERn Financial, LLC
144,918$6.0M1.0%ETFVery LowMiddleton, WI2026-10-28
Kestra Advisory Services, LLC
144,877$6.0M0.0%CoreLowAustin, TX2026-11-02
Retirement Planning Group, LLC
128,931$5.3M0.1%ETFVery LowLeawood, KS2026-10-19
Axxcess Wealth Management, LLC
123,380$5.1M0.2%CoreLowCarlsbad, CA2026-10-21
Family Capital Management, Inc.
112,280$4.6M1.8%ETFLowGrand Rapids, MI2026-11-03
Randall & Associates Wealth Management
110,395$4.6M2.8%ETFMediumButler, PA2026-10-20
Keystone Wealth Services, LLC
108,623$4.5M0.8%ETFHighPalm Desert, CA2026-11-03
Ashton Thomas Private Wealth, LLC
107,847$4.5M0.1%CoreMediumScottsdale, AZ2026-11-03
Westside Investment Management, Inc.
91,023$3.8M0.5%GrowthLowSanta Monica, CA2026-11-02
Capital Planning LLC
90,228$3.7M1.0%ETFLowBellevue, WA2026-10-09
Assetmark, Inc
89,754$3.7M0.0%ETFLowConcord, CA2026-10-21
Core Wealth Partners LLC
84,287$3.5M1.4%GrowthLowSanta Rosa, CA2026-11-02
Oppenheimer & Co Inc
80,467$3.3M0.0%CoreLowNew York, NY2026-10-26
HBW Advisory Services LLC
74,975$3.1M0.3%ETFMediumSimi Valley, CA2026-10-15
Intrua Financial, LLC
73,936$3.1M0.3%ETFMediumHouston, TX2026-10-28
RFG Advisory, LLC
70,995$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
Fagan Associates, Inc.
69,491$2.9M0.3%GrowthLowTroy, NY2026-10-13
Atria Investments, Inc
68,174$2.8M0.0%CoreMediumCharlotte, NC2026-10-15
Signature Estate & Investment Advisors LLC
67,384$2.8M0.0%ETFMediumLos Angeles, CA2026-10-13
Independent Financial Group, LLC
64,221$2.7M0.0%GrowthLowSan Diego, CA2026-10-13
Concurrent Investment Advisors, LLC
63,889$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Cannon Financial Strategists, Inc.
54,234$2.2M0.3%ETFVery LowAthens, GA2026-10-19
Farther Finance Advisors, LLC
52,488$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
D.A. Davidson & Co.
49,865$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Wealth Enhancement Advisory Services, LLC
42,375$1.8M0.0%CoreLowPlymouth, MN2026-10-13
First Financial Group Corp
42,326$1.7M1.3%ETFLowRaleigh, NC2026-10-22
Creative Planning
35,560$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
HCR Wealth Advisors
34,811$1.4M0.1%GrowthLowLos Angeles, CA2026-10-15
Park Avenue Securities LLC
34,458$1.4M0.0%ETFMediumNew York, NY2026-10-26
Howard Financial Services, Ltd.
34,325$1.4M0.1%ETFLowDallas, TX2026-10-15
Columbia Advisory Partners LLC
33,437$1.4M0.8%ETFMediumSpokane, WA2026-10-15
QTR Family Wealth, LLC
27,900$1.2M0.4%GrowthMediumLake Mary, FL2026-11-02
Global View Capital Management LLC
27,293$1.1M0.3%ETFHighWaukesha, WI2026-10-28
Maia Wealth LLC
26,966$1.1M0.2%ETFMediumDenver, CO2026-10-19
Chiron Capital Management, LLC
24,370$1.0M1.0%YieldMediumTallahassee, FL2026-10-15
Inspirion Wealth Advisors, LLC
22,626$933.8K0.1%ETFMediumLibertyville, IL2026-10-09
Winthrop Advisory Group LLC
22,161$914.6K0.1%ETFVery LowBoston, MA2026-10-22
Commonwealth Financial Services, LLC
21,569$890.1K0.2%ETFMediumVienna, WV2026-10-20
KG Capital Management
20,071$828.3K0.5%CoreLowSt. Francisville, LA2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
19,598$808.8K0.2%CoreMediumBloomington, IN2026-10-15
Kestra Private Wealth Services, LLC
19,548$806.8K0.0%GrowthLowAustin, TX2026-10-30
Capital Investment Advisory Services, LLC
19,446$802.5K0.0%CoreMediumRaleigh, NC2026-10-30
Dynamic Advisor Solutions LLC
19,140$789.9K0.0%ETFLowPhoenix, AZ2026-10-13
Pinnacle Bancorp, Inc.
19,073$787.1K0.2%CoreVery LowBeatrice, NE2026-10-21
Iams Wealth Management, LLC
18,782$775.2K0.2%CoreMediumOmaha, NE2026-10-15
Walkner Condon Financial Advisors LLC
18,752$773.9K0.1%ETFLowVerona, WI2026-11-02
CLG LLC
18,585$767.0K0.2%ETFMediumLong Beach, CA2026-10-13
Novem Group
16,817$694.1K0.1%ETFMediumRochester, NY2026-10-19
Acorn Wealth Advisors, LLC
16,678$688.3K0.2%ETFLowGrand Blanc, MI2026-10-19
Pacific Excel Wealth Advisors, Inc.
15,888$657.7K0.7%ETFHighWalnut Creek, CA2026-10-27
BlueChip Wealth Advisors LLC
15,688$647.4K0.2%ETFMediumMilton, GA2026-11-03
Spire Wealth Management
15,600$643.8K0.0%GrowthMediumMclean, VA2026-10-30
Cyndeo Wealth Partners, LLC
14,988$618.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
PFG Advisors
14,840$612.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Founders Financial Securities LLC
14,370$593.0K0.0%ETFMediumTowson, MD2026-10-28
Citigroup Inc
14,141$583.6K0.0%CoreMediumNew York, NY2026-11-04
BAM Wealth Management, LLC
13,180$543.9K0.3%ETFHighLakewood, CO2026-10-15
Cottonwood Capital Advisors, LLC
13,081$539.9K0.3%ETFVery LowSalt Lake City, UT2026-10-20
National Wealth Management Group, LLC
12,907$532.7K0.2%ETFMediumCincinnati, OH2026-10-26
Richmond Investment Services, LLC
12,257$505.8K0.2%ETFLowMequon, WI2026-10-29
GSG Advisors LLC
12,221$504.4K0.1%ETFVery LowMount Laurel, NJ2026-11-03
United Advisor Group, LLC
12,087$498.9K0.0%ETFLowCincinnati, OH2026-11-03
Cornerstone Wealth Management, LLC
11,997$495.1K0.0%ETFVery LowSt. Peters, MO2026-11-04
First Premier Bank
11,795$486.0K0.4%CoreVery LowSioux Falls, SD2026-10-13
Allen Capital Group, LLC
11,391$470.1K0.0%CoreLowGrand Island, NE2026-10-27
Apollon Wealth Management, LLC
10,820$446.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Perigon Wealth Management, LLC
10,805$445.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Cambridge Advisors Inc.
10,782$445.0K0.1%ETFVery LowOmaha, NE2026-10-19
Sound Income Strategies, LLC
10,712$444.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Crusonia Wealth Advisors LLC
10,668$440.3K0.1%ETFVery LowDenver, CO2026-10-26
Davenport & Co LLC
10,372$428.1K0.0%CoreMediumRichmond, VA2026-10-14
Clear Creek Financial Management, LLC
10,314$425.7K0.0%ETFMediumSilverdale, WA2026-10-28
StoneX Group Inc.
10,305$425.3K0.0%ETFMediumNew York, NY2026-11-03
ROI Financial Advisors, LLC
9,976$411.7K0.2%GrowthVery LowBeaverton, OR2026-10-19
Lanark Financial, Inc.
9,690$399.9K0.0%CoreMediumBirmingham, AL2026-10-26
Asset Allocation Strategies LLC
9,618$396.9K0.1%ETFMediumFarmington, MI2026-10-20
Quadcap Wealth Management, LLC
9,483$391.4K0.0%ETFLowFrisco, TX2026-11-02
Lighthouse Wealth Management Inc.
8,626$356.0K0.2%ETFLowAshland, OH2026-10-13
Focus Financial Network, Inc.
8,521$351.7K0.0%ETFLowMinneapolis, MN2026-10-14
Beacon Financial Group
8,499$350.7K0.0%ETFMediumDallas, TX2026-10-19
Signature Equity Partners, LLC
8,294$342.3K0.1%GrowthMediumColumbus, OH2026-10-29
Holos Integrated Wealth LLC
7,824$325.8K0.1%ETFLowKennett Square, PA2026-10-23
Tcfg Investment Advisors, LLC
7,526$310.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Sherrill & Hutchins Financial Advisory, Inc
7,526$310.6K0.2%ETFVery LowAtlanta, GA2026-10-14
Triad Wealth Partners, LLC
7,348$303.3K0.0%ETFMediumLawrence, KS2026-10-26
International Assets Investment Management, LLC
7,311$302.2K0.0%CoreVery HighOrlando, FL2026-11-02
Able Financial Group, LLC
7,124$294.0K0.0%ETFLowScottsdale, AZ2026-10-14
Cooper Financial Group
7,013$289.4K0.0%GrowthMediumIrvine, CA2026-10-07
Creative Financial Designs Inc
6,885$284.2K0.0%ETFMediumKokomo, IN2026-11-04
USAdvisors Wealth Management, LLC
6,822$281.0K0.3%ETFLowEden Prairie, MN2026-10-21
Asset One Wealth Management LLC
6,481$267.5K0.0%GrowthLowBellevue, WA2026-11-02
Sigma Planning Corp
6,404$264.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
XML Financial, LLC
6,218$256.6K0.0%ETFLowBethesda, MD2026-10-29
EdgeRock Capital LLC
6,195$255.7K0.1%ETFLowDenver, CO2026-11-03
Integrity Alliance, Llc.
6,156$254.1K0.0%ETFMediumUrbandale, IA2026-10-29
First Heartland Consultants, Inc.
6,089$251.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Wedbush Securities Inc
5,863$242.0K0.0%CoreLowPasadena, CA2026-10-22
Quad-Cities Investment Group, LLC
5,741$236.9K0.1%CoreLowDavenport, IA2026-10-16
TrueWealth Advisors, LLC
5,589$230.7K0.1%ETFMediumBirmingham, AL2026-10-09
Beacon Financial Advisory LLC
5,532$228.3K0.0%ETFLowCleveland, OH2026-10-16
Magnus Financial Group LLC
5,428$224.0K0.0%ETFLowNew York, NY2026-10-21
Andina Capital Management, LLC
5,299$218.7K0.3%ETFMediumLogan, UT2026-10-21
Old Port Advisors
5,181$213.8K0.0%GARPLowPortland, ME2026-10-23
Integrated Advisors Network LLC
5,117$211.2K0.0%GrowthMediumDallas, TX2026-10-20
Brookstone Capital Management
5,011$206.8K0.0%ETFMediumWheaton, IL2026-10-22
American Institute for Advanced Investment Management, LLP
4,900$202.2K0.1%ETFLowScottsdale, AZ2026-11-03
Private Trust Co NA
4,195$173.1K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
3,727$153.8K0.0%IndexLowSan Francisco, CA2026-11-03
Cullen T Bankers, Inc.
3,472$143.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Biltmore Family Office, LLC
3,075$126.9K0.0%GrowthLowCharlotte, NC2026-11-03
SBI Securities Co., Ltd.
3,002$123.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Golden State Wealth Management, LLC
2,996$123.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Tounjian Advisory Partners, LLC
2,484$102.5K0.0%GrowthHighFort Myers, FL2026-11-04
Compass Financial Management LLC
1,684$69.5K0.0%CoreN/ATampa, FL2026-10-30
First Pacific Financial
1,426$58.8K0.0%ETFLowVancouver, WA2026-10-14
GK Wealth Management LLC
1,415$58.4K0.0%GARPVery HighReno, NV2026-10-09
Quest 10 Wealth Builders, Inc.
1,372$56.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Wagner Wealth Management, LLC
778$32.1K0.0%ETFLowGreenville, SC2026-10-21
Avion Wealth
700$280.0%ETFLowThe Woodlands, TX2026-11-04
Raleigh Capital Management Inc.
601$24.8K0.0%CoreMediumCary, NC2026-10-28
Buck Wealth Strategies, LLC
590$24.3K0.0%ValueMediumDenver, CO2026-10-28
Wolff Wiese Magana LLC
425$17.5K0.0%GrowthLowCarslbad, CA2026-10-15
Ascentis Independent Advisors
418$17.2K0.0%ETFLowDallas, TX2026-11-03
Key Capital Management, Inc
409$16.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Blue Trust, Inc.
341$14.1K0.0%ETFLowBrentwood, TN2026-10-15
Hazlett, Burt & Watson, Inc.
225$90.0%CoreVery LowWheeling, WV2026-11-04
American National Bank & Trust
198$8.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
Pinnacle Wealth Planning Services, Inc.
184$7.6K0.0%GARPLowMansfield, OH2026-10-27
Lloyd Advisory Services, Llc.
182$7.5K0.0%ETFVery HighSuwanee, GA2026-11-02
Dhjj Financial Advisors, Ltd.
127$5.2K0.0%ETFVery LowNaperville, IL2026-10-23
IMG Wealth Management, Inc.
73$3.0K0.0%ETFMediumJacksonville, FL2026-10-27
Root Financial Partners, LLC
57$2.4K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
34$10.0%CoreMediumAuburn, IN2026-10-02
Hilltop National Bank
24$9900.0%CoreLowCasper, WY2026-10-14
Elevated Capital Advisors, LLC
24$9900.0%ETFMediumSandy, UT2026-11-04
Spurstone Advisory Services, LLC
12$4960.0%CoreLowHigganum, CT2026-11-02