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First Trust Smith Unconstrai (UCON)

CUSIP: 33740F888 | NYSE | 571 institutional holders

Quarters

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

Truist Financial Corp2,194,925
0.1% of portfolio›$52.1M
Trilogy Capital Inc.1,671,726
1.5% of portfolio›$39.7M
Csenge Advisory Group1,603,859
1.5% of portfolio›$38.1M
IFP Advisors, Inc1,538,154
0.6% of portfolio›$36.5M
Cambridge Investment Research Advisors, Inc.1,043,003
0.1% of portfolio›$24.8M
Cyndeo Wealth Partners, LLC934,030
1.0% of portfolio›$22.2M
Arch Global Advisors, LLC871,934
8.6% of portfolio›$20.7M
EdgeRock Capital LLC861,740
4.4% of portfolio›$20.5M
Kestra Private Wealth Services, LLC838,048
0.2% of portfolio›$19.9M
Wagner Wealth Management, LLC837,809
3.5% of portfolio›$19.9M
Dynamic Advisor Solutions LLC830,800
0.6% of portfolio›$19.7M
Commonwealth Equity Services, LLC821,428
0.0% of portfolio›$19.5M
Capital Investment Advisory Services, LLC748,818
1.1% of portfolio›$17.8M
Walkner Condon Financial Advisors LLC650,755
1.7% of portfolio›$15.5M
First Heartland Consultants, Inc.646,312
1.0% of portfolio›$15.3M
Chicago Partners Investment Group LLC564,161
0.2% of portfolio›$13.5M
Etesian Wealth Advisors, Inc.532,131
3.7% of portfolio›$12.6M
Nearside Advisors, LLC460,071
7.8% of portfolio›$10.9M
Kestra Advisory Services, LLC454,268
0.0% of portfolio›$10.8M
Focus Financial Network, Inc.441,552
0.3% of portfolio›$10.5M
Fairway Financial, LLC414,586
6.2% of portfolio›$9.8M
Diversify Advisory Services, LLC383,022
0.1% of portfolio›$9.2M
Diversify Wealth Management, LLC383,022
0.1% of portfolio›$9.2M
Appalachian Capital Management Ltd367,333
6.3% of portfolio›$8.7M
Live Oak Investment Partners357,130
4.6% of portfolio›$8.5M
XML Financial, LLC353,364
0.6% of portfolio›$8.4M
PFG Advisors347,733
0.4% of portfolio›$8.3M
CoreCap Advisors, LLC338,535
0.2% of portfolio›$8.0M
Mather Group, Llc.319,882
0.1% of portfolio›$7.6M
Certified Advisory Corp299,365
0.6% of portfolio›$7.1M
Visionary Wealth Advisors286,308
0.3% of portfolio›$6.8M
Triumph Capital Management282,822
1.2% of portfolio›$6.7M
TrueWealth Advisors, LLC268,090
1.4% of portfolio›$6.4M
Focused Alpha, LLC257,781
1.5% of portfolio›$6.1M
GSG Advisors LLC243,290
1.2% of portfolio›$5.8M
Apollon Wealth Management, LLC236,223
0.1% of portfolio›$5.6M
Boyce & Associates Wealth Consulting, Inc.223,938
3.2% of portfolio›$5.3M
D.A. Davidson & Co.223,481
0.0% of portfolio›$5.3M
Tactive Advisors, LLC216,209
1.2% of portfolio›$5.1M
HBW Advisory Services LLC215,877
0.5% of portfolio›$5.1M
Prospera Financial Services Inc210,690
0.1% of portfolio›$5.1M
Oppenheimer & Co Inc199,710
0.0% of portfolio›$4.7M
Stonehaven Wealth & TAX Solutions, LLC198,988
4.5% of portfolio›$4.7M
Golden State Wealth Management, LLC183,397
0.4% of portfolio›$4.4M
Total Clarity Wealth Management, Inc.180,675
0.8% of portfolio›$4.3M
Ashton Thomas Private Wealth, LLC178,370
0.1% of portfolio›$4.2M
Philip James Wealth Mangement, LLC174,392
0.5% of portfolio›$4.1M
Wedbush Securities Inc164,059
0.2% of portfolio›$3.9M
Wagner Wealth Management, Corp162,180
3.0% of portfolio›$3.9M
Flagship Harbor Advisors, LLC161,038
0.1% of portfolio›$3.8M
Farther Finance Advisors, LLC157,864
0.0% of portfolio›$3.7M
Midwest Financial Group LLC151,605
1.2% of portfolio›$3.6M
Acorn Wealth Advisors, LLC135,353
0.8% of portfolio›$3.2M
Defined Wealth Management, LLC119,555
1.5% of portfolio›$2.8M
Vise Technologies, Inc.117,308
0.0% of portfolio›$2.8M
Core Wealth Partners LLC109,166
1.1% of portfolio›$2.6M
HCR Wealth Advisors104,163
0.2% of portfolio›$2.5M
Holos Integrated Wealth LLC82,527
0.9% of portfolio›$2.0M
Avantax Planning Partners, Inc.77,200
0.0% of portfolio›$1.8M
Spectrum Wealth Advisory Group, LLC70,016
0.5% of portfolio›$1.7M
Avior Wealth Management, LLC69,732
0.0% of portfolio›$1.7M
Capital CS Group, LLC65,195
1.1% of portfolio›$1.5M
Columbia Advisory Partners LLC64,544
0.8% of portfolio›$1.5M
Independent Financial Group, LLC55,444
0.0% of portfolio›$1.3M
Legacy Capital Wealth Partners, LLC52,616
0.3% of portfolio›$1.2M
PKS Advisory Services, LLC51,934
0.2% of portfolio›$1.3M
Greenwood Capital Associates LLC48,563
0.1% of portfolio›$1.2M
Beacon Financial Group48,064
0.1% of portfolio›$1.1M
Fifth Third Securities, Inc.46,556
0.1% of portfolio›$1.1M
Chiron Capital Management, LLC42,029
1.0% of portfolio›$998.0K
Puff Wealth Management, LLC41,555
0.9% of portfolio›$986.7K
Lanark Financial, Inc.37,898
0.1% of portfolio›$899.9K
Gaddis Premier Wealth Advisors LLC37,827
0.5% of portfolio›$898.2K
Lido Advisors, LLC34,849
0.0% of portfolio›$827.5K
Concurrent Investment Advisors, LLC32,792
0.0% of portfolio›$778.6K
Chris Bulman Inc32,005
0.3% of portfolio›$760.0K
CLG LLC31,688
0.2% of portfolio›$752.4K
Asset One Wealth Management LLC28,084
0.1% of portfolio›$666.9K
Winebrenner Capital Management LLC27,877
0.4% of portfolio›$661.9K
Compass Financial Management LLC27,492
0.1% of portfolio›$652.8K
Brookstone Capital Management27,070
0.0% of portfolio›$642.8K
StoneX Group Inc.26,468
0.0% of portfolio›$628.5K
Titleist Asset Management, LLC24,632
0.0% of portfolio›$584.9K
MBE Wealth Management, LLC24,277
0.2% of portfolio›$576.5K
Balefire, LLC24,172
0.1% of portfolio›$574.0K
VestGen Advisors, LLC23,444
0.0% of portfolio›$556.7K
Private Trust Co NA22,438
0.0% of portfolio›$532.8K
Northwest Wealth Management, LLC22,144
0.1% of portfolio›$525.8K
Commonwealth Financial Services, LLC21,702
0.1% of portfolio›$515.3K
MGO One Seven LLC21,518
0.0% of portfolio›$510.9K
United Advisor Group, LLC19,053
0.0% of portfolio›$452.4K
Huntleigh Advisors, Inc.18,302
0.1% of portfolio›$434.6K
Adelphi Trust Co17,624
0.3% of portfolio›$418.5K
Wealth Enhancement Advisory Services, LLC17,251
0.0% of portfolio›$411.5K
Partners Wealth Management, LLC14,948
0.0% of portfolio›$354.9K
Maia Wealth LLC14,464
0.0% of portfolio›$343.4K
Beaumont Financial Advisors, LLC14,309
0.0% of portfolio›$339.8K
SteelPeak Wealth, LLC13,825
0.0% of portfolio›$328.3K
Creative Financial Designs Inc13,071
0.0% of portfolio›$310.4K
Fairvoy Private Wealth, LLC13,040
0.1% of portfolio›$309.6K
RFG Advisory, LLC12,790
0.0% of portfolio›$303.7K
BAM Wealth Management, LLC12,720
0.2% of portfolio›$302.0K
Morling Financial Advisors, LLC11,638
0.1% of portfolio›$276.3K
Flagstar Securities, Inc11,596
0.1% of portfolio›$275.4K
Park National Corp11,461
0.0% of portfolio›$272.1K
Center for Financial Planning, Inc.11,083
0.0% of portfolio›$263.2K
Ignite Planners, LLC11,014
0.0% of portfolio›$261.5K
Clear Creek Financial Management, LLC10,963
0.0% of portfolio›$260.3K
Midwest Trust Co10,667
0.0% of portfolio›$253.3K
Assetmark, Inc10,571
0.0% of portfolio›$251.0K
Strategic Blueprint, LLC10,548
0.0% of portfolio›$250.5K
Retirement Planning Group, LLC9,537
0.0% of portfolio›$226.5K
Farmers & Merchants Trust Co of Long Beach9,524
0.0% of portfolio›$226.1K
Financial Futures Ltd Liability Co.9,117
0.1% of portfolio›$216.5K
Inspirion Wealth Advisors, LLC8,593
0.0% of portfolio›$204.0K
Evolution Wealth Management Inc.7,558
0.1% of portfolio›$179.5K
Pinnacle Bancorp, Inc.6,422
0.0% of portfolio›$152.5K
GK Wealth Management LLC6,193
0.1% of portfolio›$147.0K
Elevated Capital Advisors, LLC4,729
0.0% of portfolio›$112.3K
Dhjj Financial Advisors, Ltd.4,475
0.0% of portfolio›$106.3K
Spire Wealth Management3,579
0.0% of portfolio›$85.0K
Hazlett, Burt & Watson, Inc.2,628
0.0% of portfolio›$19.0K
Key Capital Management, Inc2,485
0.0% of portfolio›$59.0K
First Pacific Financial2,328
0.0% of portfolio›$55.3K
Ascentis Independent Advisors2,230
0.0% of portfolio›$53.0K
Biltmore Family Office, LLC1,242
0.0% of portfolio›$29.5K
Wilmington Savings Fund Society, FSB931
0.0% of portfolio›$22.1K
Olistico Wealth, LLC913
0.0% of portfolio›$21.7K
KFG LLC802
0.0% of portfolio›$19.0K
Wolff Wiese Magana LLC735
0.0% of portfolio›$17.5K
Owl Creek Wealth Partners LLC701
0.0% of portfolio›$16.6K
Signature Resources Capital Management, LLC624
0.0% of portfolio›$14.8K
Ascentis Wealth Management, LLC376
0.0% of portfolio›$8.9K
Oakworth Capital, Inc.237
0.0% of portfolio›$5.6K
Root Financial Partners, LLC203
0.0% of portfolio›$4.8K
Investors Research Corp104
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Truist Financial Corp
2,194,925$52.1M0.1%CoreLowCharlotte, NC2026-10-30
Trilogy Capital Inc.
1,671,726$39.7M1.5%ETFMediumIrvine, CA2026-10-20
Csenge Advisory Group
1,603,859$38.1M1.5%ETFMediumClearwater, FL2026-11-04
IFP Advisors, Inc
1,538,154$36.5M0.6%GrowthLowTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
1,043,003$24.8M0.1%ETFLowFairfield, IA2026-11-02
Cyndeo Wealth Partners, LLC
934,030$22.2M1.0%CoreMediumSt. Petersburg, FL2026-10-16
Arch Global Advisors, LLC
871,934$20.7M8.6%ETFLowNew York, NY2026-10-23
EdgeRock Capital LLC
861,740$20.5M4.4%ETFLowDenver, CO2026-11-03
Kestra Private Wealth Services, LLC
838,048$19.9M0.2%GrowthLowAustin, TX2026-10-30
Wagner Wealth Management, LLC
837,809$19.9M3.5%ETFLowGreenville, SC2026-10-21
Dynamic Advisor Solutions LLC
830,800$19.7M0.6%ETFLowPhoenix, AZ2026-10-13
Commonwealth Equity Services, LLC
821,428$19.5M0.0%ETFLowWaltham, MA2026-11-02
Capital Investment Advisory Services, LLC
748,818$17.8M1.1%CoreMediumRaleigh, NC2026-10-30
Walkner Condon Financial Advisors LLC
650,755$15.5M1.7%ETFLowVerona, WI2026-11-02
First Heartland Consultants, Inc.
646,312$15.3M1.0%ETFMediumLake St. Louis, MO2026-10-08
Chicago Partners Investment Group LLC
564,161$13.5M0.2%GARPLowChicago, IL2026-10-27
Etesian Wealth Advisors, Inc.
532,131$12.6M3.7%ETFLowWest Linn, OR2026-10-27
Nearside Advisors, LLC
460,071$10.9M7.8%Agg GrowthN/AIndianapolis, IN2026-10-20
Kestra Advisory Services, LLC
454,268$10.8M0.0%CoreLowAustin, TX2026-11-02
Focus Financial Network, Inc.
441,552$10.5M0.3%ETFLowMinneapolis, MN2026-10-14
Fairway Financial, LLC
414,586$9.8M6.2%ETFMediumCasselberry, FL2026-10-20
Diversify Advisory Services, LLC
383,022$9.2M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
383,022$9.2M0.1%GrowthMediumSandy, UT2026-10-20
Appalachian Capital Management Ltd
367,333$8.7M6.3%ETFVery LowSt Clairsville, OH2026-10-14
Live Oak Investment Partners
357,130$8.5M4.6%ETFMediumAustin, TX2026-10-23
XML Financial, LLC
353,364$8.4M0.6%ETFLowBethesda, MD2026-10-29
PFG Advisors
347,733$8.3M0.4%ETFMediumPhoenix, AZ2026-10-16
CoreCap Advisors, LLC
338,535$8.0M0.2%ETFMediumSouthfield, MI2026-10-08
Mather Group, Llc.
319,882$7.6M0.1%ETFMediumChicago, IL2026-10-14
Certified Advisory Corp
299,365$7.1M0.6%ETFLowAltamonte Springs, FL2026-10-29
Visionary Wealth Advisors
286,308$6.8M0.3%ETFLowO'Fallon, IL2026-11-04
Triumph Capital Management
282,822$6.7M1.2%ETFMediumDenver, CO2026-10-14
TrueWealth Advisors, LLC
268,090$6.4M1.4%ETFMediumBirmingham, AL2026-10-09
Focused Alpha, LLC
257,781$6.1M1.5%CoreMediumDenver, CO2026-10-20
GSG Advisors LLC
243,290$5.8M1.2%ETFVery LowMount Laurel, NJ2026-11-03
Apollon Wealth Management, LLC
236,223$5.6M0.1%GrowthLowMount Pleasant, SC2026-10-23
Boyce & Associates Wealth Consulting, Inc.
223,938$5.3M3.2%ETFMediumCedar Park, TX2026-10-14
D.A. Davidson & Co.
223,481$5.3M0.0%CoreLowGreat Falls, MT2026-10-28
Tactive Advisors, LLC
216,209$5.1M1.2%ETFHighJacksonville, FL2026-10-08
HBW Advisory Services LLC
215,877$5.1M0.5%ETFMediumSimi Valley, CA2026-10-15
Prospera Financial Services Inc
210,690$5.1M0.1%CoreMediumDallas, TX2026-11-04
Oppenheimer & Co Inc
199,710$4.7M0.0%CoreLowNew York, NY2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
198,988$4.7M4.5%ETFLowAppleton, WI2026-10-22
Golden State Wealth Management, LLC
183,397$4.4M0.4%ETFMediumSanta Ana, CA2026-11-02
Total Clarity Wealth Management, Inc.
180,675$4.3M0.8%ETFMediumSt. Charles, IL2026-10-26
Ashton Thomas Private Wealth, LLC
178,370$4.2M0.1%CoreMediumScottsdale, AZ2026-11-03
Philip James Wealth Mangement, LLC
174,392$4.1M0.5%YieldMediumMilton, GA2026-10-27
Wedbush Securities Inc
164,059$3.9M0.2%CoreLowPasadena, CA2026-10-22
Wagner Wealth Management, Corp
162,180$3.9M3.0%ETFHighConyngham, PA2026-10-20
Flagship Harbor Advisors, LLC
161,038$3.8M0.1%ETFMediumBoston, MA2026-10-26
Farther Finance Advisors, LLC
157,864$3.7M0.0%IndexLowSan Francisco, CA2026-10-08
Midwest Financial Group LLC
151,605$3.6M1.2%ETFLowOverland Park, KS2026-10-15
Acorn Wealth Advisors, LLC
135,353$3.2M0.8%ETFLowGrand Blanc, MI2026-10-19
Defined Wealth Management, LLC
119,555$2.8M1.5%ETFLowBeaverton, OR2026-10-19
Vise Technologies, Inc.
117,308$2.8M0.0%IndexLowNew York, NY2026-10-29
Core Wealth Partners LLC
109,166$2.6M1.1%GrowthLowSanta Rosa, CA2026-11-02
HCR Wealth Advisors
104,163$2.5M0.2%GrowthLowLos Angeles, CA2026-10-15
Holos Integrated Wealth LLC
82,527$2.0M0.9%ETFLowKennett Square, PA2026-10-23
Avantax Planning Partners, Inc.
77,200$1.8M0.0%ETFLowDubuque, IA2026-11-03
Spectrum Wealth Advisory Group, LLC
70,016$1.7M0.5%ETFMediumGranite Bay, CA2026-10-29
Avior Wealth Management, LLC
69,732$1.7M0.0%ETFMediumOmaha, NE2026-10-13
Capital CS Group, LLC
65,195$1.5M1.1%YieldMediumIrvine, CA2026-10-29
Columbia Advisory Partners LLC
64,544$1.5M0.8%ETFMediumSpokane, WA2026-10-15
Independent Financial Group, LLC
55,444$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Legacy Capital Wealth Partners, LLC
52,616$1.2M0.3%CoreMediumLittle Rock, AR2026-10-21
PKS Advisory Services, LLC
51,934$1.3M0.2%ETFMediumAlbany, NY2026-10-26
Greenwood Capital Associates LLC
48,563$1.2M0.1%CoreMediumGreenwood, SC2026-10-27
Beacon Financial Group
48,064$1.1M0.1%ETFMediumDallas, TX2026-10-19
Fifth Third Securities, Inc.
46,556$1.1M0.1%ETFLowCincinnati, OH2026-10-21
Chiron Capital Management, LLC
42,029$998.0K1.0%YieldMediumTallahassee, FL2026-10-15
Puff Wealth Management, LLC
41,555$986.7K0.9%ETFLowHaddonfield, NJ2026-10-07
Lanark Financial, Inc.
37,898$899.9K0.1%CoreMediumBirmingham, AL2026-10-26
Gaddis Premier Wealth Advisors LLC
37,827$898.2K0.5%ETFMediumDurant, OK2026-10-29
Lido Advisors, LLC
34,849$827.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Concurrent Investment Advisors, LLC
32,792$778.6K0.0%GrowthMediumTampa, FL2026-10-16
Chris Bulman Inc
32,005$760.0K0.3%ETFLowRoseville, CA2026-10-20
CLG LLC
31,688$752.4K0.2%ETFMediumLong Beach, CA2026-10-13
Asset One Wealth Management LLC
28,084$666.9K0.1%GrowthLowBellevue, WA2026-11-02
Winebrenner Capital Management LLC
27,877$661.9K0.4%ETFLowLouisville, KY2026-10-07
Compass Financial Management LLC
27,492$652.8K0.1%CoreN/ATampa, FL2026-10-30
Brookstone Capital Management
27,070$642.8K0.0%ETFMediumWheaton, IL2026-10-22
StoneX Group Inc.
26,468$628.5K0.0%ETFMediumNew York, NY2026-11-03
Titleist Asset Management, LLC
24,632$584.9K0.0%ETFLowSan Antonio, TX2026-10-08
MBE Wealth Management, LLC
24,277$576.5K0.2%ETFVery LowTomah, WI2026-10-26
Balefire, LLC
24,172$574.0K0.1%ETFMediumDallas, TX2026-10-09
VestGen Advisors, LLC
23,444$556.7K0.0%GrowthMediumChicago, IL2026-10-27
Private Trust Co NA
22,438$532.8K0.0%CoreLowCleveland, OH2026-10-20
Northwest Wealth Management, LLC
22,144$525.8K0.1%ETFLowSpencer, IA2026-10-30
Commonwealth Financial Services, LLC
21,702$515.3K0.1%ETFMediumVienna, WV2026-10-20
MGO One Seven LLC
21,518$510.9K0.0%GrowthLowBeachwood, OH2026-10-28
United Advisor Group, LLC
19,053$452.4K0.0%ETFLowCincinnati, OH2026-11-03
Huntleigh Advisors, Inc.
18,302$434.6K0.1%GrowthMediumSt. Louis, MO2026-11-03
Adelphi Trust Co
17,624$418.5K0.3%GrowthLowSaint Petersburg, FL2026-10-05
Wealth Enhancement Advisory Services, LLC
17,251$411.5K0.0%CoreLowPlymouth, MN2026-10-13
Partners Wealth Management, LLC
14,948$354.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Maia Wealth LLC
14,464$343.4K0.0%ETFMediumDenver, CO2026-10-19
Beaumont Financial Advisors, LLC
14,309$339.8K0.0%GrowthMediumNeedham, MA2026-10-22
SteelPeak Wealth, LLC
13,825$328.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
Creative Financial Designs Inc
13,071$310.4K0.0%ETFMediumKokomo, IN2026-11-04
Fairvoy Private Wealth, LLC
13,040$309.6K0.1%GrowthMediumBirmingham, AL2026-10-19
RFG Advisory, LLC
12,790$303.7K0.0%ETFMediumBirmingham, AL2026-11-03
BAM Wealth Management, LLC
12,720$302.0K0.2%ETFHighLakewood, CO2026-10-15
Morling Financial Advisors, LLC
11,638$276.3K0.1%ETFLowFremont, CA2026-10-28
Flagstar Securities, Inc
11,596$275.4K0.1%ETFVery LowNew York, NY2026-10-15
Park National Corp
11,461$272.1K0.0%CoreLowNewark, OH2026-10-05
Center for Financial Planning, Inc.
11,083$263.2K0.0%ETFLowSouthfied, MI2026-10-26
Ignite Planners, LLC
11,014$261.5K0.0%CoreLowSan Clemente, CA2026-10-14
Clear Creek Financial Management, LLC
10,963$260.3K0.0%ETFMediumSilverdale, WA2026-10-28
Midwest Trust Co
10,667$253.3K0.0%CoreLowOverland Park, KS2026-10-22
Assetmark, Inc
10,571$251.0K0.0%ETFLowConcord, CA2026-10-21
Strategic Blueprint, LLC
10,548$250.5K0.0%ETFLowAtlanta, GA2026-10-22
Retirement Planning Group, LLC
9,537$226.5K0.0%ETFVery LowLeawood, KS2026-10-19
Farmers & Merchants Trust Co of Long Beach
9,524$226.1K0.0%CoreVery LowLong Beach, CA2026-10-22
Financial Futures Ltd Liability Co.
9,117$216.5K0.1%ETFLowBrielle, NJ2026-10-13
Inspirion Wealth Advisors, LLC
8,593$204.0K0.0%ETFMediumLibertyville, IL2026-10-09
Evolution Wealth Management Inc.
7,558$179.5K0.1%ETFMediumFort Myers, FL2026-10-28
Pinnacle Bancorp, Inc.
6,422$152.5K0.0%CoreVery LowBeatrice, NE2026-10-21
GK Wealth Management LLC
6,193$147.0K0.1%GARPVery HighReno, NV2026-10-09
Elevated Capital Advisors, LLC
4,729$112.3K0.0%ETFMediumSandy, UT2026-11-04
Dhjj Financial Advisors, Ltd.
4,475$106.3K0.0%ETFVery LowNaperville, IL2026-10-23
Spire Wealth Management
3,579$85.0K0.0%GrowthMediumMclean, VA2026-10-30
Hazlett, Burt & Watson, Inc.
2,628$19.0K0.0%CoreVery LowWheeling, WV2026-11-04
Key Capital Management, Inc
2,485$59.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
First Pacific Financial
2,328$55.3K0.0%ETFLowVancouver, WA2026-10-14
Ascentis Independent Advisors
2,230$53.0K0.0%ETFLowDallas, TX2026-11-03
Biltmore Family Office, LLC
1,242$29.5K0.0%GrowthLowCharlotte, NC2026-11-03
Wilmington Savings Fund Society, FSB
931$22.1K0.0%CoreLowWilmington, DE2026-10-23
Olistico Wealth, LLC
913$21.7K0.0%GrowthVery LowTulsa, OK2026-10-05
KFG LLC
802$19.0K0.0%ETFN/ARapid City, SD2026-11-02
Wolff Wiese Magana LLC
735$17.5K0.0%GrowthLowCarslbad, CA2026-10-15
Owl Creek Wealth Partners LLC
701$16.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Signature Resources Capital Management, LLC
624$14.8K0.0%ETFLowNewport Beach, CA2026-10-16
Ascentis Wealth Management, LLC
376$8.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Oakworth Capital, Inc.
237$5.6K0.0%ETFLowBirmingham, AL2026-10-26
Root Financial Partners, LLC
203$4.8K0.0%ETFMediumEncinitas, CA2026-10-21
Investors Research Corp
104$2.5K0.0%ETFLowAtlanta, GA2026-10-07