IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust US Equity Opport (FPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Systelligence, LLC
INCREASED
Shares548,324 from 102,704
Change+445,620 (+434%)
Value$17.3M (-$3.9M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares84,438 from 88,290
Change-3,852 (-4%)
Value$15.0M (-$3.2M)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED
Shares78,549 from 1,572
Change+76,977 (+4897%)
Value$14.0M (+$13.7M)
Filed 2026-10-20
Cassia Capital Partners, LLC
INCREASED
Shares59,078 from 58,652
Change+426 (+1%)
Value$10.5M (-$1.6M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares51,561 from 80,903
Change-29,342 (-36%)
Value$9.2M (-$7.5M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares36,328 from 37,257
Change-929 (-2%)
Value$6.5M (-$1.2M)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares33,401 from 32,114
Change+1,287 (+4%)
Value$6.0M (-$669.9K)
Filed 2026-10-28
Worthington Financial Partners, LLC
DECREASED
Shares23,859 from 23,924
Change-65 (0%)
Value$4.3M (-$681.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares21,551 from 20,676
Change+875 (+4%)
Value$3.8M (-$423.0K)
Filed 2026-11-02
NTV Asset Management LLC
INCREASED
Shares19,940 from 19,905
Change+35 (+0%)
Value$3.6M (-$551.1K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares17,876 from 18,214
Change-338 (-2%)
Value$3.2M (-$570.2K)
Filed 2026-10-15
Golden State Wealth Management, LLC
DECREASED
Shares17,350 from 17,916
Change-566 (-3%)
Value$3.1M (-$602.5K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares16,875 from 16,118
Change+757 (+5%)
Value$2.9M (-$166.4K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED
Shares16,116 from 16,208
Change-92 (-1%)
Value$2.9M (-$470.2K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares15,983 from 15,062
Change+921 (+6%)
Value$2.8M (-$327.5K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,174 from 14,890
Change-716 (-5%)
Value$2.5M (-$382.6K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares11,180 from 11,265
Change-85 (-1%)
Value$2.0M (-$330.6K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED
Shares10,225 from 10,397
Change-172 (-2%)
Value$1.8M (-$321.6K)
Filed 2026-10-13
Cascade Investment Advisors, Inc.
INCREASED
Shares8,615 from 8,552
Change+63 (+1%)
Value$1.5M (-$228.2K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares7,787 from 7,321
Change+466 (+6%)
Value$1.4M (-$122.0K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares7,252 from 8,113
Change-861 (-11%)
Value$1.3M (-$380.4K)
Filed 2026-10-23
Creative Planning
UNCHANGED
Shares7,062 from 7,062
Change0 (0%)
Value$1.3M (-$197.7K)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
INCREASED
Shares7,001 from 6,993
Change+8 (+0%)
Value$1.2M (-$194.3K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares6,996 from 6,374
Change+622 (+10%)
Value$1.2M (-$67.0K)
Filed 2026-10-22
Patten Group, Inc.
DECREASED
Shares6,909 from 7,252
Change-343 (-5%)
Value$1.2M (-$264.2K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares6,108 from 6,466
Change-358 (-6%)
Value$1.1M (-$244.9K)
Filed 2026-10-16
PFG Advisors
INCREASED
Shares5,926 from 5,622
Change+304 (+5%)
Value$1.1M (-$103.2K)
Filed 2026-10-16
RDA Financial Network
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$889.5K (-$139.8K)
Filed 2026-10-15
VestGen Advisors, LLC
DECREASED
Shares4,594 from 4,956
Change-362 (-7%)
Value$818.6K (-$203.3K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares4,524 from 5,232
Change-708 (-14%)
Value$766.4K (-$313.6K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
DECREASED
Shares4,269 from 4,501
Change-232 (-5%)
Value$733.0K (-$125.2K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
UNCHANGED
Shares4,088 from 4,088
Change0 (0%)
Value$728.4K (-$114.5K)
Filed 2026-11-04
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares4,072 from 4,067
Change+5 (+0%)
Value$725.6K (-$113.0K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares3,967 from 4,300
Change-333 (-8%)
Value$707.9K (-$178.7K)
Filed 2026-10-13
Investors Research Corp
DECREASED
Shares3,954 from 4,371
Change-417 (-10%)
Value$704.5K (-$196.7K)
Filed 2026-10-07
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares3,689 from 3,086
Change+603 (+20%)
Value$657.3K (+$21.1K)
Filed 2026-10-14
Rubicon Advisors, GP
DECREASED
Shares3,522 from 3,544
Change-22 (-1%)
Value$627.6K (-$103.2K)
Filed 2026-10-23
Vise Technologies, Inc.
UNCHANGED
Shares3,312 from 3,312
Change0 (0%)
Value$590.2K (-$92.7K)
Filed 2026-10-29
Atlas Private Wealth Advisors
INCREASED
Shares3,079 from 2,929
Change+150 (+5%)
Value$548.6K (-$55.3K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares3,065 from 2,830
Change+235 (+8%)
Value$546.1K (-$37.4K)
Filed 2026-10-26
Tcfg Investment Advisors, LLC
DECREASED
Shares3,012 from 3,232
Change-220 (-7%)
Value$536.7K (-$129.7K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares2,937 from 2,937
Change0 (0%)
Value$523.5K (-$82.3K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares2,896 from 3,230
Change-334 (-10%)
Value$516.1K (-$149.8K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares2,883 from 2,867
Change+16 (+1%)
Value$513.7K (-$77.4K)
Filed 2026-10-29
Eclectic Associates Inc
DECREASED
Shares2,864 from 3,439
Change-575 (-17%)
Value$510.4K (-$197.6K)
Filed 2026-10-09
Flagstar Securities, Inc
INCREASED
Shares2,775 from 2,462
Change+313 (+13%)
Value$494.5K (-$13.2K)
Filed 2026-10-15
Accredited Investors Inc.
UNCHANGED
Shares2,649 from 2,649
Change0 (0%)
Value$472.0K (-$74.2K)
Filed 2026-11-03
Cottonwood Capital Advisors, LLC
DECREASED
Shares2,366 from 2,391
Change-25 (-1%)
Value$421.6K (-$71.4K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares2,314 from 200
Change+2,114 (+1057%)
Value$412.3K (+$371.1K)
Filed 2026-10-16
Intrua Financial, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$408.0K (-$64.1K)
Filed 2026-10-28
Apollon Wealth Management, LLC
NEW
Shares2,250
Change+2,250
Value$400.9K
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
NEW
Shares2,145
Change+2,145
Value$382.2K
Filed 2026-10-08
Purus Wealth Management, LLC
UNCHANGED
Shares2,023 from 2,023
Change0 (0%)
Value$360.5K (-$56.6K)
Filed 2026-10-15
October Effect Ltd
UNCHANGED
Shares1,972 from 1,972
Change0 (0%)
Value$351.4K (-$55.2K)
Filed 2026-10-20
Bank of New York Mellon Corp
UNCHANGED
Shares1,961 from 1,961
Change0 (0%)
Value$349.3K (-$55.1K)
Filed 2026-11-05
Integris Wealth Management, LLC
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$315.7K (-$49.6K)
Filed 2026-10-14
Csenge Advisory Group
DECREASED
Shares1,694 from 2,379
Change-685 (-29%)
Value$301.8K (-$188.7K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$299.3K (-$39.1K)
Filed 2026-10-13
tru Independence LLC
UNCHANGED
Shares1,594 from 1,594
Change0 (0%)
Value$284.0K (-$44.6K)
Filed 2026-10-20
Family Capital Management, Inc.
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$283.0K (-$44.5K)
Filed 2026-11-03
First Heartland Consultants, Inc.
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$281.9K (-$44.3K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares1,513 from 1,588
Change-75 (-5%)
Value$269.5K (-$57.8K)
Filed 2026-10-13
Cannon Advisors, Inc.
UNCHANGED
Shares1,509 from 1,509
Change0 (0%)
Value$267.6K (-$21.5K)
Filed 2026-10-14
Brighton Jones LLC
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$245.7K (-$38.6K)
Filed 2026-11-03
Midwest Trust Co
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$245.4K (-$38.6K)
Filed 2026-10-22
Willner & Heller, LLC
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$239.4K (-$37.6K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares1,328 from 521
Change+807 (+155%)
Value$236.6K (+$129.2K)
Filed 2026-10-20
Puff Wealth Management, LLC
DECREASED
Shares1,327 from 1,432
Change-105 (-7%)
Value$236.4K (-$58.8K)
Filed 2026-10-07
Wealth Effects LLC
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$230.9K (-$36.3K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares1,260 from 1,166
Change+94 (+8%)
Value$224.5K (-$15.9K)
Filed 2026-10-30
City Holding Co
DECREASED
Shares1,250 from 1,610
Change-360 (-22%)
Value$222.7K (-$109.2K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$219.9K (-$34.6K)
Filed 2026-10-20
Elm3 Financial Group, LLC
DECREASED
Shares1,207 from 1,297
Change-90 (-7%)
Value$215.0K (-$52.3K)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares1,206 from 1,205
Change+1 (+0%)
Value$214.8K (-$33.8K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$213.8K (-$33.6K)
Filed 2026-11-02
LFG Wealth Partners, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$213.8K (-$33.6K)
Filed 2026-10-28
Appleton Partners Inc
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$209.0K (-$33.0K)
Filed 2026-10-30
Quantum Financial Partners LLC
NEW
Shares1,143
Change+1,143
Value$203.7K
Filed 2026-10-19
Richmond Investment Services, LLC
NEW
Shares1,140
Change+1,140
Value$203.1K
Filed 2026-10-29
Independent Financial Group, LLC
NEW
Shares1,133
Change+1,133
Value$201.9K
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares1,017 from 1,051
Change-34 (-3%)
Value$181.2K (-$35.5K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares830
Change+830
Value$147.9K
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$113.7K (-$17.9K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares590 from 573
Change+17 (+3%)
Value$105.1K (-$13.0K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares473
Change+473
Value$84.3K
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$81.4K (-$12.8K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares424 from 423
Change+1 (+0%)
Value$75.5K (-$11.7K)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$43.3K (-$6.8K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$12.0K (-$35.0K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$40.1K (-$6.3K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$35.6K (-$5.6K)
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$26.7K (-$4.2K)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$20.3K (-$3.2K)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
DECREASED
Shares107 from 6,778
Change-6,671 (-98%)
Value$19.1K (-$1.4M)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.8K (-$2.8K)
Filed 2026-10-08
Indiana Trust & Investment Management Co
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$17.6K (-$2.8K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$15.3K (-$2.4K)
Filed 2026-10-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$15.3K (-$2.4K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares69 from 67
Change+2 (+3%)
Value$12.3K (-$1.5K)
Filed 2026-10-22
Trust Co of Toledo NA
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$11.4K (-$1.8K)
Filed 2026-10-16
Kozak & Associates, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$10.8K (-$1.7K)
Filed 2026-10-29
Wolff Wiese Magana LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.4K (-$224)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares6
Change+6
Value$1.1K
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.1K (-$168)
Filed 2026-10-23
Rossby Financial, LCC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$535 (-$84)
Filed 2026-11-05
Kingdom Financial Group Llc.
DECREASED
Shares2 from 211
Change-209 (-99%)
Value$356 (-$43.1K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares1 from 837
Change-836 (-100%)
Value$178 (-$172.4K)
Filed 2026-11-04
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 50,325
Change-50,325 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 1,133
Change-1,133 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-19
Capital Wealth Alliance, LLC
CLOSED
Shares0 from 1,105
Change-1,105 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-20
Mission Financial Group, LLC
CLOSED
Shares0 from 1,029
Change-1,029 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-21
TCV Trust & Wealth Management, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-16
Accel Wealth Management
CLOSED
Shares0 from 985
Change-985 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-13
Park Avenue Securities LLC
CLOSED
Shares0 from 976
Change-976 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$69.9K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$50.3K)
Filed 2026-11-02
Montgomery Financial Services LLC
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$29.5K)
Filed 2026-11-03
Belvedere Trading LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-05
Networth Advisors, LLC
DECREASED
Shares0 from 225
Change-225 (-100%)
Value$12 (-$46.4K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 708,691
Change-708,691 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 440,053
Change-440,053 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 398,208
Change-398,208 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 211,381
Change-211,381 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 204,783
Change-204,783 (-100%)
Value—
UBS Group AG
N/A
Shares— from 134,864
Change-134,864 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 103,461
Change-103,461 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 100,541
Change-100,541 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 90,351
Change-90,351 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 89,346
Change-89,346 (-100%)
Value—
Prudential PLC
N/A
Shares— from 88,200
Change-88,200 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,825
Change-49,825 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,781
Change-46,781 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 40,464
Change-40,464 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 34,277
Change-34,277 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,126
Change-34,126 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,630
Change-32,630 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,443
Change-31,443 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,017
Change-25,017 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,887
Change-24,887 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 24,364
Change-24,364 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,399
Change-23,399 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,933
Change-22,933 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,625
Change-18,625 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,541
Change-18,541 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,047
Change-18,047 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,275
Change-15,275 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,428
Change-13,428 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,903
Change-10,903 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,149
Change-10,149 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,626
Change-9,626 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,456
Change-9,456 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,454
Change-9,454 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 8,552
Change-8,552 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,373
Change-8,373 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 8,034
Change-8,034 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,849
Change-7,849 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,886
Change-6,886 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Legacy Trust
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 950
Change-950 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 711
Change-711 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 612
Change-612 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Blair William & Co
N/A
Shares— from 533
Change-533 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 449
Change-449 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 400
Change-400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 266
Change-266 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 85
Change-85 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Systelligence, LLC
INCREASED548,324102,704+445,620+434%$21.2M$17.3M-$3.9M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED84,43888,290-3,852-4%$18.2M$15.0M-$3.2M2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED78,5491,572+76,977+4897%$324.1K$14.0M+$13.7M2026-10-20
Cassia Capital Partners, LLC
INCREASED59,07858,652+426+1%$12.1M$10.5M-$1.6M2026-11-04
Commonwealth Equity Services, LLC
DECREASED51,56180,903-29,342-36%$16.7M$9.2M-$7.5M2026-11-02
Truist Financial Corp
DECREASED36,32837,257-929-2%$7.7M$6.5M-$1.2M2026-10-30
D.A. Davidson & Co.
INCREASED33,40132,114+1,287+4%$6.6M$6.0M-$669.9K2026-10-28
Worthington Financial Partners, LLC
DECREASED23,85923,924-650%$4.9M$4.3M-$681.6K2026-10-13
Kestra Advisory Services, LLC
INCREASED21,55120,676+875+4%$4.3M$3.8M-$423.0K2026-11-02
NTV Asset Management LLC
INCREASED19,94019,905+35+0%$4.1M$3.6M-$551.1K2026-10-23
Atria Investments, Inc
DECREASED17,87618,214-338-2%$3.8M$3.2M-$570.2K2026-10-15
Golden State Wealth Management, LLC
DECREASED17,35017,916-566-3%$3.7M$3.1M-$602.5K2026-11-02
Chicago Partners Investment Group LLC
INCREASED16,87516,118+757+5%$3.0M$2.9M-$166.4K2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED16,11616,208-92-1%$3.3M$2.9M-$470.2K2026-10-16
Mosley Wealth Management
INCREASED15,98315,062+921+6%$3.1M$2.8M-$327.5K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED14,17414,890-716-5%$2.9M$2.5M-$382.6K2026-10-13
Spectrum Wealth Advisory Group, LLC
DECREASED11,18011,265-85-1%$2.3M$2.0M-$330.6K2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED10,22510,397-172-2%$2.1M$1.8M-$321.6K2026-10-13
Cascade Investment Advisors, Inc.
INCREASED8,6158,552+63+1%$1.8M$1.5M-$228.2K2026-11-02
Triumph Capital Management
INCREASED7,7877,321+466+6%$1.5M$1.4M-$122.0K2026-10-14
Sigma Planning Corp
DECREASED7,2528,113-861-11%$1.7M$1.3M-$380.4K2026-10-23
Creative Planning
UNCHANGED7,0627,06200%$1.5M$1.3M-$197.7K2026-11-02
Comprehensive Financial Planning, Inc.
INCREASED7,0016,993+8+0%$1.4M$1.2M-$194.3K2026-10-27
Wedbush Securities Inc
INCREASED6,9966,374+622+10%$1.3M$1.2M-$67.0K2026-10-22
Patten Group, Inc.
DECREASED6,9097,252-343-5%$1.5M$1.2M-$264.2K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED6,1086,466-358-6%$1.3M$1.1M-$244.9K2026-10-16
PFG Advisors
INCREASED5,9265,622+304+5%$1.2M$1.1M-$103.2K2026-10-16
RDA Financial Network
UNCHANGED4,9924,99200%$1.0M$889.5K-$139.8K2026-10-15
VestGen Advisors, LLC
DECREASED4,5944,956-362-7%$1.0M$818.6K-$203.3K2026-10-27
Prospera Financial Services Inc
DECREASED4,5245,232-708-14%$1.1M$766.4K-$313.6K2026-11-04
Kraft, Davis & Associates, LLC
DECREASED4,2694,501-232-5%$858.1K$733.0K-$125.2K2026-10-21
Cornerstone Wealth Management, LLC
UNCHANGED4,0884,08800%$842.9K$728.4K-$114.5K2026-11-04
Morey & Quinn Wealth Partners, LLC
INCREASED4,0724,067+5+0%$838.5K$725.6K-$113.0K2026-10-28
Krilogy Financial LLC
DECREASED3,9674,300-333-8%$886.6K$707.9K-$178.7K2026-10-13
Investors Research Corp
DECREASED3,9544,371-417-10%$901.2K$704.5K-$196.7K2026-10-07
Boyce & Associates Wealth Consulting, Inc.
INCREASED3,6893,086+603+20%$636.2K$657.3K+$21.1K2026-10-14
Rubicon Advisors, GP
DECREASED3,5223,544-22-1%$730.7K$627.6K-$103.2K2026-10-23
Vise Technologies, Inc.
UNCHANGED3,3123,31200%$682.9K$590.2K-$92.7K2026-10-29
Atlas Private Wealth Advisors
INCREASED3,0792,929+150+5%$603.9K$548.6K-$55.3K2026-10-23
Oppenheimer & Co Inc
INCREASED3,0652,830+235+8%$583.5K$546.1K-$37.4K2026-10-26
Tcfg Investment Advisors, LLC
DECREASED3,0123,232-220-7%$666.4K$536.7K-$129.7K2026-10-20
J. Derek Lewis & Associates Inc.
UNCHANGED2,9372,93700%$605.7K$523.5K-$82.3K2026-11-03
RFG Advisory, LLC
DECREASED2,8963,230-334-10%$665.9K$516.1K-$149.8K2026-11-03
Integrity Alliance, Llc.
INCREASED2,8832,867+16+1%$591.1K$513.7K-$77.4K2026-10-29
Eclectic Associates Inc
DECREASED2,8643,439-575-17%$708.0K$510.4K-$197.6K2026-10-09
Flagstar Securities, Inc
INCREASED2,7752,462+313+13%$507.7K$494.5K-$13.2K2026-10-15
Accredited Investors Inc.
UNCHANGED2,6492,64900%$546.2K$472.0K-$74.2K2026-11-03
Cottonwood Capital Advisors, LLC
DECREASED2,3662,391-25-1%$493.0K$421.6K-$71.4K2026-10-20
IFP Advisors, Inc
INCREASED2,314200+2,114+1057%$41.2K$412.3K+$371.1K2026-10-16
Intrua Financial, LLC
UNCHANGED2,2902,29000%$472.2K$408.0K-$64.1K2026-10-28
Apollon Wealth Management, LLC
NEW2,250—+2,250——$400.9K—2026-10-23
Avidian Wealth Enterprises, LLC
NEW2,145—+2,145——$382.2K—2026-10-08
Purus Wealth Management, LLC
UNCHANGED2,0232,02300%$417.1K$360.5K-$56.6K2026-10-15
October Effect Ltd
UNCHANGED1,9721,97200%$406.6K$351.4K-$55.2K2026-10-20
Bank of New York Mellon Corp
UNCHANGED1,9611,96100%$404.4K$349.3K-$55.1K2026-11-05
Integris Wealth Management, LLC
UNCHANGED1,7721,77200%$365.4K$315.7K-$49.6K2026-10-14
Csenge Advisory Group
DECREASED1,6942,379-685-29%$490.5K$301.8K-$188.7K2026-11-04
B. Riley Wealth Advisors, Inc.
UNCHANGED1,6801,68000%$338.4K$299.3K-$39.1K2026-10-13
tru Independence LLC
UNCHANGED1,5941,59400%$328.6K$284.0K-$44.6K2026-10-20
Family Capital Management, Inc.
UNCHANGED1,5881,58800%$327.4K$283.0K-$44.5K2026-11-03
First Heartland Consultants, Inc.
UNCHANGED1,5821,58200%$326.2K$281.9K-$44.3K2026-10-08
Dynamic Advisor Solutions LLC
DECREASED1,5131,588-75-5%$327.3K$269.5K-$57.8K2026-10-13
Cannon Advisors, Inc.
UNCHANGED1,5091,50900%$289.1K$267.6K-$21.5K2026-10-14
Brighton Jones LLC
UNCHANGED1,3791,37900%$284.3K$245.7K-$38.6K2026-11-03
Midwest Trust Co
UNCHANGED1,3771,37700%$283.9K$245.4K-$38.6K2026-10-22
Willner & Heller, LLC
UNCHANGED1,3441,34400%$277.1K$239.4K-$37.6K2026-10-28
Private Trust Co NA
INCREASED1,328521+807+155%$107.4K$236.6K+$129.2K2026-10-20
Puff Wealth Management, LLC
DECREASED1,3271,432-105-7%$295.3K$236.4K-$58.8K2026-10-07
Wealth Effects LLC
UNCHANGED1,2961,29600%$267.2K$230.9K-$36.3K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED1,2601,166+94+8%$240.4K$224.5K-$15.9K2026-10-30
City Holding Co
DECREASED1,2501,610-360-22%$331.9K$222.7K-$109.2K2026-10-19
Prime Capital Investment Advisors, LLC
UNCHANGED1,2341,23400%$254.4K$219.9K-$34.6K2026-10-20
Elm3 Financial Group, LLC
DECREASED1,2071,297-90-7%$267.4K$215.0K-$52.3K2026-10-07
Lanark Financial, Inc.
INCREASED1,2061,205+1+0%$248.6K$214.8K-$33.8K2026-10-26
Burke & Herbert Bank & Trust Co
UNCHANGED1,2001,20000%$247.4K$213.8K-$33.6K2026-11-02
LFG Wealth Partners, LLC
UNCHANGED1,2001,20000%$247.4K$213.8K-$33.6K2026-10-28
Appleton Partners Inc
UNCHANGED1,1751,17500%$242.0K$209.0K-$33.0K2026-10-30
Quantum Financial Partners LLC
NEW1,143—+1,143——$203.7K—2026-10-19
Richmond Investment Services, LLC
NEW1,140—+1,140——$203.1K—2026-10-29
Independent Financial Group, LLC
NEW1,133—+1,133——$201.9K—2026-10-13
Farther Finance Advisors, LLC
DECREASED1,0171,051-34-3%$216.7K$181.2K-$35.5K2026-10-08
Root Financial Partners, LLC
NEW830—+830——$147.9K—2026-10-21
Spire Wealth Management
UNCHANGED63863800%$131.5K$113.7K-$17.9K2026-10-30
Assetmark, Inc
INCREASED590573+17+3%$118.1K$105.1K-$13.0K2026-10-21
Pathway Financial Advisers, LLC
NEW473—+473——$84.3K—2026-10-27
Costello Asset Management, Inc
UNCHANGED45745700%$94.1K$81.4K-$12.8K2026-10-30
Larson Financial Group LLC
INCREASED424423+1+0%$87.2K$75.5K-$11.7K2026-11-05
Mather Group, Llc.
UNCHANGED24324300%$50.1K$43.3K-$6.8K2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED22822800%$47.0K$12.0K-$35.0K2026-11-04
Fifth Third Bancorp
UNCHANGED22522500%$46.4K$40.1K-$6.3K2026-11-05
North Star Investment Management Corp.
UNCHANGED20020000%$41.2K$35.6K-$5.6K2026-10-27
Nfsg Corp
UNCHANGED15015000%$30.9K$26.7K-$4.2K2026-10-15
CoreCap Advisors, LLC
UNCHANGED11411400%$23.5K$20.3K-$3.2K2026-10-08
Lloyd Advisory Services, Llc.
DECREASED1076,778-6,671-98%$1.4M$19.1K-$1.4M2026-11-02
Gamma Investing LLC
UNCHANGED10010000%$20.6K$17.8K-$2.8K2026-10-08
Indiana Trust & Investment Management Co
UNCHANGED999900%$20.4K$17.6K-$2.8K2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED868600%$17.7K$15.3K-$2.4K2026-10-05
Quest 10 Wealth Builders, Inc.
UNCHANGED868600%$17.7K$15.3K-$2.4K2026-11-02
SBI Securities Co., Ltd.
INCREASED6967+2+3%$13.8K$12.3K-$1.5K2026-10-22
Trust Co of Toledo NA
UNCHANGED646400%$13.2K$11.4K-$1.8K2026-10-16
Kozak & Associates, Inc.
UNCHANGED626200%$12.5K$10.8K-$1.7K2026-10-29
Wolff Wiese Magana LLC
UNCHANGED8800%$1.7K$1.4K-$2242026-10-15
GK Wealth Management LLC
NEW6—+6——$1.1K—2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED6600%$1.2K$1.1K-$1682026-10-23
Rossby Financial, LCC
UNCHANGED3300%$619$535-$842026-11-05
Kingdom Financial Group Llc.
DECREASED2211-209-99%$43.5K$356-$43.1K2026-11-04
Citigroup Inc
DECREASED1837-836-100%$172.6K$178-$172.4K2026-11-04
Ocean Park Asset Management, LLC
CLOSED050,325-50,325-100%$10.4M$0-$10.4M2026-10-21
Acorn Wealth Advisors, LLC
CLOSED01,133-1,133-100%$233.6K$0-$233.6K2026-10-19
Capital Wealth Alliance, LLC
CLOSED01,105-1,105-100%$227.8K$0-$227.8K2026-10-20
Mission Financial Group, LLC
CLOSED01,029-1,029-100%$212.2K$0-$212.2K2026-10-21
TCV Trust & Wealth Management, Inc.
CLOSED01,000-1,000-100%$206.2K$0-$206.2K2026-10-16
Accel Wealth Management
CLOSED0985-985-100%$203.0K$0-$203.0K2026-10-13
Park Avenue Securities LLC
CLOSED0976-976-100%$201.0K$0-$201.0K2026-10-26
Gill Capital Partners, LLC
CLOSED0339-339-100%$69.9K$0-$69.9K2026-10-13
International Assets Investment Management, LLC
CLOSED0250-250-100%$50.3K$0-$50.3K2026-11-02
Montgomery Financial Services LLC
CLOSED0143-143-100%$29.5K$0-$29.5K2026-11-03
Belvedere Trading LLC
CLOSED012-12-100%$2.5K$0-$2.5K2026-11-05
Networth Advisors, LLC
DECREASED0225-225-100%$46.4K$12-$46.4K2026-11-03
Morgan Stanley
N/A—708,691-708,691-100%$146.1M———
LPL Financial LLC
N/A—440,053-440,053-100%$90.7M———
Wells Fargo & Company
N/A—398,208-398,208-100%$82.1M———
Bank of America Corp
N/A—211,381-211,381-100%$43.6M———
Raymond James Financial Inc
N/A—204,783-204,783-100%$42.2M———
UBS Group AG
N/A—134,864-134,864-100%$27.8M———
Royal Bank of Canada
N/A—103,461-103,461-100%$21.3M———
Osaic Holdings, Inc.
N/A—100,541-100,541-100%$20.7M———
Cetera Investment Advisers
N/A—90,351-90,351-100%$18.6M———
Ameriprise Financial Inc
N/A—89,346-89,346-100%$18.6M———
Prudential PLC
N/A—88,200-88,200-100%$18.2M———
Envestnet Asset Management Inc
N/A—49,825-49,825-100%$10.3M———
Janney Montgomery Scott LLC
N/A—46,781-46,781-100%$9.6M———
Proactive Wealth Strategies LLC
N/A—40,464-40,464-100%$8.3M———
Twin Peaks Wealth Advisors, LLC
N/A—34,277-34,277-100%$7.1M———
Susquehanna International Group, LLP
N/A—34,126-34,126-100%$7.0M———
Harbour Investments, Inc.
N/A—32,630-32,630-100%$6.7M———
Steward Partners Investment Advisory, LLC
N/A—31,443-31,443-100%$6.5M———
NewEdge Advisors, LLC
N/A—25,017-25,017-100%$5.2M———
HighTower Advisors, LLC
N/A—24,887-24,887-100%$5.1M———
Northwestern Mutual Wealth Management Co
N/A—24,364-24,364-100%$5.0M———
Mariner, LLC
N/A—23,399-23,399-100%$4.8M———
GTS Securities LLC
N/A—22,933-22,933-100%$4.7M———
Private Advisor Group, LLC
N/A—18,625-18,625-100%$3.8M———
Western Wealth Management, LLC
N/A—18,541-18,541-100%$3.8M———
Stratos Wealth Partners, Ltd.
N/A—18,047-18,047-100%$3.7M———
Equitable Holdings, Inc.
N/A—15,275-15,275-100%$3.1M———
IFG Advisory, LLC
N/A—13,428-13,428-100%$2.8M———
Baird Financial Group, Inc.
N/A—10,903-10,903-100%$2.2M———
AE Wealth Management LLC
N/A—10,149-10,149-100%$2.1M———
Impact Partnership Wealth, LLC
N/A—9,626-9,626-100%$2.0M———
Calton & Associates, Inc.
N/A—9,456-9,456-100%$1.9M———
Stifel Financial Corp
N/A—9,454-9,454-100%$1.9M———
WIN Advisors, Inc
N/A—8,552-8,552-100%$1.8M———
MML Investors Services, LLC
N/A—8,373-8,373-100%$1.7M———
PCG Wealth Advisors, LLC
N/A—8,034-8,034-100%$1.7M———
Captrust Financial Advisors
N/A—7,849-7,849-100%$1.6M———
Pacific SUN Financial Corp
N/A—7,608-7,608-100%$1.6M———
Kovack Advisors, Inc.
N/A—7,238-7,238-100%$1.5M———
Ameritas Investment Partners, Inc.
N/A—7,179-7,179-100%$1.5M———
Focus Partners Wealth
N/A—6,886-6,886-100%$1.4M———
Ancora Advisors LLCA
N/A—6,500-6,500-100%$1.3M———
Arax Advisory Partners
N/A—6,475-6,475-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—6,469-6,469-100%$1.3M———
HighPoint Advisor Group LLC
N/A—5,896-5,896-100%$1.2M———
Advisory Services Network, LLC
N/A—5,527-5,527-100%$1.1M———
IHT Wealth Management, LLC
N/A—4,796-4,796-100%$988.8K———
World Investment Advisors
N/A—4,573-4,573-100%$726.3K———
Benjamin Edwards Inc
N/A—4,324-4,324-100%$891.7K———
Advyzon Investment Management, LLC
N/A—4,201-4,201-100%$866.2K———
FMR LLC
N/A—4,192-4,192-100%$864.3K———
Great Valley Advisor Group, Inc.
N/A—4,165-4,165-100%$859.1K———
Cresset Asset Management, LLC
N/A—4,078-4,078-100%$840.8K———
Concentrum Wealth Management
N/A—3,757-3,757-100%$774.6K———
Valmark Advisers, Inc.
N/A—3,458-3,458-100%$712.9K———
Hershey Financial Advisers, LLC
N/A—3,382-3,382-100%$697.3K———
Legacy Trust
N/A—3,329-3,329-100%$686.4K———
Insigneo Advisory Services, LLC
N/A—3,194-3,194-100%$658.5K———
Rockefeller Capital Management L.P.
N/A—3,051-3,051-100%$629.1K———
Smith, Moore & Co.
N/A—2,853-2,853-100%$588.3K———
Aptus Capital Advisors, LLC
N/A—2,838-2,838-100%$585.1K———
Second Line Capital, LLC
N/A—2,749-2,749-100%$566.8K———
Fiduciary Trust Co
N/A—2,679-2,679-100%$552.4K———
Pure Financial Advisors, LLC
N/A—2,580-2,580-100%$531.9K———
Jane Street Group, LLC
N/A—2,530-2,530-100%$521.6K———
Money Concepts Capital Corp
N/A—2,498-2,498-100%$515.0K———
Harvest Investment Services, LLC
N/A—2,405-2,405-100%$495.9K———
Jaffetilchin Investment Partners, LLC
N/A—2,268-2,268-100%$467.5K———
Commerce Bank
N/A—2,200-2,200-100%$453.6K———
Level Four Advisory Services, LLC
N/A—2,171-2,171-100%$447.6K———
OneAscent Financial Services LLC
N/A—2,129-2,129-100%$439.0K———
BFC Planning, Inc.
N/A—2,112-2,112-100%$435.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,050-2,050-100%$422.7K———
Bawa N Mallick Trust
N/A—2,000-2,000-100%$412.4K———
Pinnacle Financial Partners, Inc.
N/A—1,996-1,996-100%$411.5K———
CIBC World Market Inc.
N/A—1,933-1,933-100%$398.5K———
Arrowroot Family Office, LLC
N/A—1,855-1,855-100%$382.5K———
Financial Engines Advisors L.L.C.
N/A—1,795-1,795-100%$370.1K———
Wealthspire Advisors, LLC
N/A—1,707-1,707-100%$352.0K———
Vestmark Advisory Solutions, Inc.
N/A—1,600-1,600-100%$330.0K———
Mercer Global Advisors Inc
N/A—1,512-1,512-100%$311.7K———
Capital Investment Management, Inc.
N/A—1,505-1,505-100%$310.2K———
Kapstone Financial Advisors LLC
N/A—1,439-1,439-100%$296.7K———
Sun Financial Inc
N/A—1,411-1,411-100%$254.7K———
Moneta Group Investment Advisors LLC
N/A—1,404-1,404-100%$289.4K———
Snowden Capital Advisors LLC
N/A—1,378-1,378-100%$284.1K———
Advisory Alpha, LLC
N/A—1,314-1,314-100%$271.0K———
Mainstay Capital Management LLC
N/A—1,242-1,242-100%$256.1K———
Wiser Advisor Group LLC
N/A—1,179-1,179-100%$243.1K———
Arkadios Wealth Advisors
N/A—1,137-1,137-100%$234.4K———
Cofg Advisors, LLC
N/A—1,108-1,108-100%$228.5K———
Prairieview Wealth Partners, LLC
N/A—1,095-1,095-100%$225.8K———
Smithfield Trust Co
N/A—1,067-1,067-100%$220.0K———
Bannerstone Capital Management, LLC
N/A—1,061-1,061-100%$218.8K———
Main Street Financial Solutions, LLC
N/A—1,026-1,026-100%$211.5K———
Everest Financial Group LLC
N/A—982-982-100%$202.4K———
Institute for Wealth Management, Llc.
N/A—970-970-100%$200.0K———
Bank of Montreal
N/A—950-950-100%$195.9K———
PNC Financial Services Group, Inc.
N/A—711-711-100%$146.6K———
Fiduciary Financial Advisors
N/A—612-612-100%$126.2K———
O'shaughnessy Asset Management, LLC
N/A—589-589-100%$121.4K———
Luken Investment Analytics, LLC
N/A—565-565-100%$116.5K———
Blair William & Co
N/A—533-533-100%$109.9K———
JPMorgan Chase & Co
N/A—449-449-100%$90.6K———
Atlantic Union Bankshares Corp
N/A—400-400-100%$82.5K———
Global Retirement Partners, LLC
N/A—353-353-100%$72.8K———
Whittier Trust Co of Nevada Inc
N/A—350-350-100%$67.0K———
UBS Asset Management Americas LLC
N/A—350-350-100%$72.2K———
Beaird Harris Wealth Management, LLC
N/A—274-274-100%$56.5K———
Bank of the Bluegrass & Trust Co.
N/A—266-266-100%$47.4K———
Osbon Capital Management LLC
N/A—261-261-100%$53.9K———
Prestige Wealth Management Group LLC
N/A—177-177-100%$36.5K———
Manning & Napier Advisors LLC
N/A—175-175-100%$36.1K———
BlackRock, Inc.
N/A—150-150-100%$30.9K———
Ameriflex Group, Inc.
N/A—150-150-100%$30.9K———
Allworth Financial LP
N/A—85-85-100%$17.5K———
Capital Analysts, LLC
N/A—70-70-100%$14———
Continuum Advisory, LLC
N/A—68-68-100%$14.0K———
Vanguard Advisers Inc
N/A—64-64-100%$13.3K———
Mpwm Advisory Solutions, LLC
N/A—50-50-100%$10.3K———
Medallion Wealth Advisors, LLC
N/A—43-43-100%$8.9K———
Swan Capital LLC
N/A—27-27-100%$5.6K———
Caitlin John, LLC
N/A—12-12-100%$2.5K———
Showing 242 of 242 institutions