First Trust Water ETF (FIW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares909,148 from 914,506

Change-5,358 (-1%)

Value$94.4M (-$5.8M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares317,908 from 309,460

Change+8,448 (+3%)

Value$33.0M (-$899.6K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

INCREASED

Shares169,983 from 162,472

Change+7,511 (+5%)

Value$17.6M (-$153.1K)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares100,423 from 81,637

Change+18,786 (+23%)

Value$10.4M (+$1.5M)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares89,920 from 97,948

Change-8,028 (-8%)

Value$9.3M (-$1.4M)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares71,331 from 66,250

Change+5,081 (+8%)

Value$7.4M (+$147.0K)

Filed 2026-11-05

Mainsail Financial Group, LLC

INCREASED

Shares70,509 from 64,382

Change+6,127 (+10%)

Value$7.3M (+$266.3K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares68,578 from 65,594

Change+2,984 (+5%)

Value$7.1M (-$66.9K)

Filed 2026-11-02

Wealthcare Advisory Partners LLC

INCREASED

Shares66,918 from 64,351

Change+2,567 (+4%)

Value$6.9M (-$103.0K)

Filed 2026-10-21

BIP Wealth, LLC

INCREASED

Shares51,295 from 49,264

Change+2,031 (+4%)

Value$5.3M (-$72.0K)

Filed 2026-10-22

White Pine Investment Co

INCREASED

Shares49,788 from 49,314

Change+474 (+1%)

Value$5.2M (-$234.0K)

Filed 2026-10-15

Sigma Planning Corp

DECREASED

Shares45,121 from 45,720

Change-599 (-1%)

Value$4.7M (-$324.7K)

Filed 2026-10-23

Arkansas Financial Group, Inc.

DECREASED

Shares43,879 from 44,810

Change-931 (-2%)

Value$4.6M (-$353.8K)

Filed 2026-10-26

Prism Advisors, Inc.

DECREASED

Shares43,421 from 44,480

Change-1,059 (-2%)

Value$4.5M (-$331.4K)

Filed 2026-10-09

Chicago Partners Investment Group LLC

DECREASED

Shares38,786 from 43,869

Change-5,083 (-12%)

Value$4.3M (-$401.2K)

Filed 2026-10-27

Prospera Financial Services Inc

INCREASED

Shares38,539 from 35,728

Change+2,811 (+8%)

Value$4.3M (+$412.4K)

Filed 2026-11-04

Raab & Moskowitz Asset Management LLC

INCREASED

Shares33,247 from 33,010

Change+237 (+1%)

Value$3.5M (-$164.9K)

Filed 2026-11-02

Harel Insurance Investments & Financial Services Ltd.

INCREASED

Shares30,321 from 29,386

Change+935 (+3%)

Value$3.1M (-$71.0K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares29,985 from 31,213

Change-1,228 (-4%)

Value$3.1M (-$306.6K)

Filed 2026-11-05

Oppenheimer & Co Inc

INCREASED

Shares28,386 from 23,965

Change+4,421 (+18%)

Value$2.9M (+$321.3K)

Filed 2026-10-26

Sacks & Associates, LLC

DECREASED

Shares27,073 from 27,204

Change-131 (0%)

Value$2.8M (-$147.7K)

Filed 2026-10-09

William John Sempolinski

INCREASED

Shares26,804 from 26,594

Change+210 (+1%)

Value$2.8M (-$130.9K)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

INCREASED

Shares26,043 from 7,853

Change+18,190 (+232%)

Value$2.7M (+$1.8M)

Filed 2026-10-16

Farrow Financial, Inc.

INCREASED

Shares23,367 from 23,072

Change+295 (+1%)

Value$2.4M (-$101.8K)

Filed 2026-10-30

Arthur M. Cohen & Associates, LLC

DECREASED

Shares21,936 from 22,267

Change-331 (-1%)

Value$2.3M (-$162.2K)

Filed 2026-10-26

Cornerstone Wealth Management, LLC

INCREASED

Shares20,586 from 20,428

Change+158 (+1%)

Value$2.1M (-$100.8K)

Filed 2026-11-04

Bison Wealth, LLC

INCREASED

Shares20,424 from 18,086

Change+2,338 (+13%)

Value$2.2M (+$176.1K)

Filed 2026-10-13

Trilogy Capital Inc.

NEW

Shares19,651

Change+19,651

Value$2.0M

Filed 2026-10-20

Eagle Strategies LLC

INCREASED

Shares18,728 from 18,250

Change+478 (+3%)

Value$1.9M (-$55.1K)

Filed 2026-10-16

Cornerstone Management, Inc.

INCREASED

Shares16,481 from 15,223

Change+1,258 (+8%)

Value$1.7M (+$43.2K)

Filed 2026-10-16

Corrado Advisors, LLC

INCREASED

Shares15,858 from 15,140

Change+718 (+5%)

Value$1.6M (-$12.3K)

Filed 2026-10-27

Davis Investment Partners, LLC

DECREASED

Shares15,450 from 15,573

Change-123 (-1%)

Value$1.6M (-$102.2K)

Filed 2026-11-05

Fifth Third Securities, Inc.

DECREASED

Shares14,980 from 17,913

Change-2,933 (-16%)

Value$1.6M (-$407.2K)

Filed 2026-10-21

Blvd Private Wealth, LLC

INCREASED

Shares14,030 from 13,476

Change+554 (+4%)

Value$1.5M (-$19.9K)

Filed 2026-10-14

Prime Capital Investment Advisors, LLC

DECREASED

Shares13,867 from 14,450

Change-583 (-4%)

Value$1.4M (-$143.5K)

Filed 2026-10-20

Acorn Wealth Advisors, LLC

DECREASED

Shares13,819 from 14,181

Change-362 (-3%)

Value$1.4M (-$118.9K)

Filed 2026-10-19

Ipsen Advisor Group LLC

INCREASED

Shares13,765 from 13,631

Change+134 (+1%)

Value$1.4M (-$64.3K)

Filed 2026-10-29

D.A. Davidson & Co.

INCREASED

Shares13,685 from 13,510

Change+175 (+1%)

Value$1.4M (-$59.4K)

Filed 2026-10-28

Simon Quick Advisors, LLC

DECREASED

Shares13,301 from 16,070

Change-2,769 (-17%)

Value$1.4M (-$379.7K)

Filed 2026-10-26

International Assets Investment Management, LLC

DECREASED

Shares13,013 from 14,593

Change-1,580 (-11%)

Value$1.4M (-$228.8K)

Filed 2026-11-02

Morey & Quinn Wealth Partners, LLC

INCREASED

Shares12,461 from 12,352

Change+109 (+1%)

Value$1.3M (-$59.7K)

Filed 2026-10-28

Signal Advisors Wealth, LLC

INCREASED

Shares12,170 from 9,805

Change+2,365 (+24%)

Value$1.3M (+$189.1K)

Filed 2026-10-13

Sage Capital Management, LLC

INCREASED

Shares12,051 from 11,361

Change+690 (+6%)

Value$1.3M (+$6.6K)

Filed 2026-10-20

ARQ Wealth Advisors, LLC

INCREASED

Shares12,008 from 10,748

Change+1,260 (+12%)

Value$1.2M (+$104.3K)

Filed 2026-10-29

Financial Enhancement Group LLC

DECREASED

Shares11,709 from 15,901

Change-4,192 (-26%)

Value$1.2M (-$523.5K)

Filed 2026-10-08

Sound Income Strategies, LLC

DECREASED

Shares11,505 from 12,148

Change-643 (-5%)

Value$1.2M (-$127.5K)

Filed 2026-10-09

StoneX Group Inc.

INCREASED

Shares11,253 from 9,304

Change+1,949 (+21%)

Value$1.2M (+$156.9K)

Filed 2026-11-03

Modera Wealth Management, LLC

DECREASED

Shares11,060 from 11,142

Change-82 (-1%)

Value$1.1M (-$72.5K)

Filed 2026-10-28

PFG Advisors

DECREASED

Shares10,848 from 11,001

Change-153 (-1%)

Value$1.1M (-$79.1K)

Filed 2026-10-16

Stegent Equity Advisors, Inc.

UNCHANGED

Shares9,793 from 9,793

Change0 (0%)

Value$1.0M (-$56.2K)

Filed 2026-10-13

Capital Investment Advisory Services, LLC

DECREASED

Shares9,635 from 9,688

Change-53 (-1%)

Value$999.9K (-$61.1K)

Filed 2026-10-30

Platform Technology Partners

UNCHANGED

Shares9,500 from 9,500

Change0 (0%)

Value$985.9K (-$54.5K)

Filed 2026-11-02

Wilmington Savings Fund Society, FSB

DECREASED

Shares9,261 from 9,706

Change-445 (-5%)

Value$961.1K (-$101.9K)

Filed 2026-10-23

Flagstar Securities, Inc

INCREASED

Shares9,223 from 9,152

Change+71 (+1%)

Value$957.1K (-$45.3K)

Filed 2026-10-15

MTM Investment Management, LLC

DECREASED

Shares8,485 from 8,985

Change-500 (-6%)

Value$880.6K (-$103.5K)

Filed 2026-10-30

Clear Creek Financial Management, LLC

DECREASED

Shares8,150 from 8,597

Change-447 (-5%)

Value$845.8K (-$95.8K)

Filed 2026-10-28

King Luther Capital Management Corp

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$830.2K (-$45.9K)

Filed 2026-11-05

MGO One Seven LLC

INCREASED

Shares7,621 from 6,838

Change+783 (+11%)

Value$790.9K (+$42.0K)

Filed 2026-10-28

Integrity Alliance, Llc.

INCREASED

Shares7,585 from 5,602

Change+1,983 (+35%)

Value$787.2K (+$173.6K)

Filed 2026-10-29

Citizens Financial Group Inc

NEW

Shares7,394

Change+7,394

Value$767.3K

Filed 2026-10-23

KFG Wealth Management, LLC

INCREASED

Shares7,274 from 6,654

Change+620 (+9%)

Value$754.9K (+$26.1K)

Filed 2026-10-16

Mascoma Wealth Management LLC

INCREASED

Shares7,253 from 6,018

Change+1,235 (+21%)

Value$752.7K (+$93.6K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

DECREASED

Shares7,109 from 7,241

Change-132 (-2%)

Value$737.8K (-$55.3K)

Filed 2026-11-06

Signature Estate & Investment Advisors LLC

DECREASED

Shares6,912 from 7,725

Change-813 (-11%)

Value$717.3K (-$128.7K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares6,572 from 8,342

Change-1,770 (-21%)

Value$687.1K (-$213.3K)

Filed 2026-10-13

Bluedoor Private Wealth, LLC

INCREASED

Shares6,549 from 5,592

Change+957 (+17%)

Value$679.7K (+$67.2K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

DECREASED

Shares6,365 from 6,570

Change-205 (-3%)

Value$660.6K (-$58.9K)

Filed 2026-11-05

Legacy Edge Advisors, LLC

DECREASED

Shares6,232 from 6,766

Change-534 (-8%)

Value$646.8K (-$94.3K)

Filed 2026-11-06

Wedbush Securities Inc

DECREASED

Shares6,145 from 6,152

Change-7 (0%)

Value$638.0K (-$36.0K)

Filed 2026-10-22

Creative Planning

DECREASED

Shares6,006 from 6,689

Change-683 (-10%)

Value$623.3K (-$109.2K)

Filed 2026-11-02

First Security Investment Management, Inc.

INCREASED

Shares5,969 from 5,959

Change+10 (+0%)

Value$619.5K (-$33.1K)

Filed 2026-11-05

Dynamic Advisor Solutions LLC

DECREASED

Shares5,770 from 5,797

Change-27 (0%)

Value$598.8K (-$36.1K)

Filed 2026-10-13

RFG - Bristol Wealth Advisors, LLC

DECREASED

Shares5,576 from 20,129

Change-14,553 (-72%)

Value$578.7K (-$1.6M)

Filed 2026-10-09

Nations Financial Group Inc,

INCREASED

Shares5,421 from 5,292

Change+129 (+2%)

Value$562.6K (-$17.0K)

Filed 2026-11-05

Lanark Financial, Inc.

DECREASED

Shares5,411 from 6,082

Change-671 (-11%)

Value$561.6K (-$104.6K)

Filed 2026-10-26

Princeton Global Asset Management LLC

INCREASED

Shares4,857 from 4,403

Change+454 (+10%)

Value$504.1K (+$21.8K)

Filed 2026-10-21

LexAurum Advisors, LLC

DECREASED

Shares4,755 from 7,410

Change-2,655 (-36%)

Value$493.4K (-$318.1K)

Filed 2026-10-19

Wealth Effects LLC

DECREASED

Shares4,708 from 4,723

Change-15 (0%)

Value$488.6K (-$28.6K)

Filed 2026-10-23

Presilium Private Wealth, LLC

UNCHANGED

Shares4,449 from 4,449

Change0 (0%)

Value$461.7K (-$25.5K)

Filed 2026-10-26

Delta Capital Management LLC

UNCHANGED

Shares4,400 from 4,400

Change0 (0%)

Value$457.0K (+$456.5K)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares4,299 from 4,870

Change-571 (-12%)

Value$446.2K (-$87.2K)

Filed 2026-10-08

Carlson Financial, Inc.

INCREASED

Shares4,194 from 2,576

Change+1,618 (+63%)

Value$435.2K (+$153.1K)

Filed 2026-11-05

Merit Financial Group, LLC

DECREASED

Shares4,110 from 4,120

Change-10 (0%)

Value$426.5K (-$24.7K)

Filed 2026-11-06

Sunpointe, LLC

DECREASED

Shares4,109 from 4,366

Change-257 (-6%)

Value$426.4K (-$51.7K)

Filed 2026-10-22

First Heartland Consultants, Inc.

DECREASED

Shares4,061 from 6,244

Change-2,183 (-35%)

Value$421.5K (-$262.4K)

Filed 2026-10-08

Independent Financial Group, LLC

INCREASED

Shares4,019 from 3,776

Change+243 (+6%)

Value$417.1K (+$3.5K)

Filed 2026-10-13

Titleist Asset Management, LLC

DECREASED

Shares3,948 from 4,455

Change-507 (-11%)

Value$409.7K (-$78.2K)

Filed 2026-10-08

WealthPlan Investment Management, LLC

INCREASED

Shares3,906 from 3,878

Change+28 (+1%)

Value$405.3K (-$19.4K)

Filed 2026-10-15

Kesler, Norman & Wride, LLC

DECREASED

Shares3,879 from 4,231

Change-352 (-8%)

Value$402.6K (-$60.8K)

Filed 2026-11-06

Tactive Advisors, LLC

DECREASED

Shares3,794 from 3,935

Change-141 (-4%)

Value$393.7K (-$37.2K)

Filed 2026-10-08

SFI Advisors, LLC

DECREASED

Shares3,640 from 3,682

Change-42 (-1%)

Value$377.8K (-$25.5K)

Filed 2026-10-30

Jacobi Capital Management LLC

INCREASED

Shares3,578 from 3,553

Change+25 (+1%)

Value$371.4K (-$17.7K)

Filed 2026-11-05

Retirement Planning Group, LLC

DECREASED

Shares3,514 from 3,561

Change-47 (-1%)

Value$364.7K (-$25.3K)

Filed 2026-10-19

Axxcess Wealth Management, LLC

DECREASED

Shares3,495 from 4,020

Change-525 (-13%)

Value$362.7K (-$77.6K)

Filed 2026-10-21

Walkner Condon Financial Advisors LLC

DECREASED

Shares3,363 from 4,277

Change-914 (-21%)

Value$349.0K (-$119.4K)

Filed 2026-11-02

Stirlingshire Investments, Inc.

INCREASED

Shares3,355 from 2,154

Change+1,201 (+56%)

Value$348.2K (+$112.3K)

Filed 2026-11-05

Nova R Wealth, Inc.

DECREASED

Shares3,353 from 3,465

Change-112 (-3%)

Value$347.9K (-$31.6K)

Filed 2026-10-26

CoreCap Advisors, LLC

DECREASED

Shares3,291 from 3,373

Change-82 (-2%)

Value$341.5K (-$27.9K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares3,173 from 2,537

Change+636 (+25%)

Value$329.3K (+$51.4K)

Filed 2026-11-03

Triad Wealth Partners, LLC

INCREASED

Shares3,075 from 3,069

Change+6 (+0%)

Value$319.1K (-$19.2K)

Filed 2026-10-26

Selective Wealth Management, Inc.

UNCHANGED

Shares2,855 from 2,855

Change0 (0%)

Value$306.0K (-$3.2K)

Filed 2026-10-16

Founders Financial Securities LLC

DECREASED

Shares2,843 from 3,033

Change-190 (-6%)

Value$295.0K (-$37.2K)

Filed 2026-10-28

Citigroup Inc

INCREASED

Shares2,737 from 2,732

Change+5 (+0%)

Value$284.1K (-$15.2K)

Filed 2026-11-04

Aprio Wealth Management, LLC

DECREASED

Shares2,575 from 3,108

Change-533 (-17%)

Value$267.2K (-$73.1K)

Filed 2026-10-28

Summit Place Financial Advisors, LLC

UNCHANGED

Shares2,572 from 2,572

Change0 (0%)

Value$266.9K (-$14.8K)

Filed 2026-10-23

Tempus Wealth Planning, LLC

INCREASED

Shares2,497 from 2,378

Change+119 (+5%)

Value$259.1K (-$1.3K)

Filed 2026-10-14

Apollon Wealth Management, LLC

NEW

Shares2,398

Change+2,398

Value$248.9K

Filed 2026-10-23

Brandywine OAK Private Wealth LLC

UNCHANGED

Shares2,358 from 2,358

Change0 (0%)

Value$244.7K (-$13.5K)

Filed 2026-10-23

Grantvest Financial Group LLC

DECREASED

Shares2,351 from 2,410

Change-59 (-2%)

Value$244.0K (-$19.9K)

Filed 2026-10-21

Brighton Jones LLC

DECREASED

Shares2,303 from 2,366

Change-63 (-3%)

Value$239.1K (-$20.1K)

Filed 2026-11-03

Global Assets Advisory, LLC

DECREASED

Shares2,300 from 2,400

Change-100 (-4%)

Value$243.8K (-$18.0K)

Filed 2026-10-28

Ignite Planners, LLC

DECREASED

Shares2,278 from 5,671

Change-3,393 (-60%)

Value$236.4K (-$385.9K)

Filed 2026-10-14

Bryn Mawr Trust Advisors, LLC

DECREASED

Shares2,272 from 3,397

Change-1,125 (-33%)

Value$235.8K (-$136.3K)

Filed 2026-11-04

Accel Wealth Management

DECREASED

Shares2,115 from 2,230

Change-115 (-5%)

Value$219.5K (-$24.7K)

Filed 2026-10-13

TD Waterhouse Canada Inc.

UNCHANGED

Shares2,105 from 2,105

Change0 (0%)

Value$218.7K (-$9.2K)

Filed 2026-10-16

Relyea Zuckerberg Hanson LLC

UNCHANGED

Shares2,049 from 2,049

Change0 (0%)

Value$212.7K (-$11.8K)

Filed 2026-10-20

RFG Advisory, LLC

NEW

Shares2,016

Change+2,016

Value$209.2K

Filed 2026-11-03

Cambridge Advisors Inc.

DECREASED

Shares2,001 from 2,121

Change-120 (-6%)

Value$207.7K (-$24.6K)

Filed 2026-10-19

Allworth Financial LP

UNCHANGED

Shares1,543 from 1,543

Change0 (0%)

Value$168.9K ($0)

Filed 2026-11-06

Financial Perspectives, Inc

INCREASED

Shares1,381 from 1,380

Change+1 (+0%)

Value$143.3K (-$7.8K)

Filed 2026-11-03

Private Trust Co NA

UNCHANGED

Shares1,354 from 1,354

Change0 (0%)

Value$140.5K (-$7.8K)

Filed 2026-10-20

TD Private Client Wealth LLC

DECREASED

Shares1,329 from 1,699

Change-370 (-22%)

Value$137.9K (-$48.2K)

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares1,306 from 1,294

Change+12 (+1%)

Value$135.5K (-$6.2K)

Filed 2026-11-05

PFS Partners, LLC

INCREASED

Shares970 from 969

Change+1 (+0%)

Value$100.7K (-$5.5K)

Filed 2026-10-21

Reap Financial Group, LLC

INCREASED

Shares964 from 963

Change+1 (+0%)

Value$100.0K (-$5.4K)

Filed 2026-11-02

Clearstead Advisors, LLC

UNCHANGED

Shares861 from 861

Change0 (0%)

Value$89.4K (-$4.9K)

Filed 2026-11-06

Advocate Investing Services LLC

INCREASED

Shares827 from 825

Change+2 (+0%)

Value$85.8K (-$4.6K)

Filed 2026-10-26

Elevated Capital Advisors, LLC

DECREASED

Shares777 from 780

Change-3 (0%)

Value$80.6K (-$4.8K)

Filed 2026-11-04

Bokf, NA

UNCHANGED

Shares625 from 625

Change0 (0%)

Value$64.9K (-$3.6K)

Filed 2026-10-27

SBI Securities Co., Ltd.

INCREASED

Shares583 from 550

Change+33 (+6%)

Value$60.5K (+$268)

Filed 2026-10-22

First Pacific Financial

INCREASED

Shares575 from 574

Change+1 (+0%)

Value$59.7K (-$3.2K)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares570 from 706

Change-136 (-19%)

Value$59.2K (-$18.2K)

Filed 2026-10-16

Navigoe, LLC

UNCHANGED

Shares510 from 510

Change0 (0%)

Value$52 (-$3)

Filed 2026-11-04

Blueline Advisors LLC

UNCHANGED

Shares491 from 491

Change0 (0%)

Value$51.0K (-$2.8K)

Filed 2026-10-15

Assetmark, Inc

UNCHANGED

Shares419 from 419

Change0 (0%)

Value$43.5K (-$2.4K)

Filed 2026-10-21

Marshall & Sterling Wealth Advisors Inc.

DECREASED

Shares418 from 560

Change-142 (-25%)

Value$43.4K (-$17.9K)

Filed 2026-10-28

Balance Wealth Partners LLC

NEW

Shares350

Change+350

Value$36.3K

Filed 2026-10-27

Ashurst Perkins Coie Trust Co

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$36.3K (-$2.0K)

Filed 2026-10-15

Nfsg Corp

DECREASED

Shares343 from 526

Change-183 (-35%)

Value$35.6K (-$22.0K)

Filed 2026-10-15

Cape Investment Advisory, Inc.

INCREASED

Shares337 from 336

Change+1 (+0%)

Value$34.9K (-$1.9K)

Filed 2026-10-13

James T. Borello RIA

UNCHANGED

Shares285 from 285

Change0 (0%)

Value$29.6K (-$1.6K)

Filed 2026-10-16

Cranbrook Wealth Management, LLC

UNCHANGED

Shares276 from 276

Change0 (0%)

Value$28.6K (-$1.6K)

Filed 2026-10-28

Piscataqua Savings Bank

NEW

Shares265

Change+265

Value$27.5K

Filed 2026-10-21

Transce3nd, LLC

NEW

Shares261

Change+261

Value$28.3K

Filed 2026-10-26

Investors Research Corp

DECREASED

Shares260 from 289

Change-29 (-10%)

Value$27.0K (-$4.7K)

Filed 2026-10-07

Abound Wealth Management

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$21.0K (-$1.1K)

Filed 2026-10-26

Costello Asset Management, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$20.8K (-$1.1K)

Filed 2026-10-30

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares187 from 187

Change0 (0%)

Value$19.4K (-$1.1K)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares182

Change+182

Value$18.9K

Filed 2026-10-21

Golden State Wealth Management, LLC

DECREASED

Shares157 from 11,588

Change-11,431 (-99%)

Value$16.3K (-$1.3M)

Filed 2026-11-02

Winthrop Capital Management, LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$11.9K (+$11.9K)

Filed 2026-11-05

Montag A & Associates Inc

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$11.2K (-$619)

Filed 2026-10-29

Financial Network Wealth Advisors LLC

UNCHANGED

Shares106 from 106

Change0 (0%)

Value$11.0K (-$608)

Filed 2026-10-28

Evolution Wealth Management Inc.

DECREASED

Shares100 from 298

Change-198 (-66%)

Value$10.4K (-$22.3K)

Filed 2026-10-28

Silver Grove Financial Group, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$10.4K (-$574)

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$10.4K (-$574)

Filed 2026-10-21

Mather Group, Llc.

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$9.3K (-$517)

Filed 2026-10-14

Noble Wealth Management PBC

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$8.7K (-$482)

Filed 2026-10-01

Archer Investment Corp

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$8.2K (-$453)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares77 from 2

Change+75 (+3750%)

Value$8.0K (+$7.8K)

Filed 2026-11-06

Signature Equity Partners, LLC

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$7.9K (-$420)

Filed 2026-10-29

Buck Wealth Strategies, LLC

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$7.6K (-$404)

Filed 2026-10-28

Key FInancial Inc

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$7.3K (-$401)

Filed 2026-11-02

Rossby Financial, LCC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$6.9K (-$368)

Filed 2026-11-05

Wilkerson Advisory Group LLC

INCREASED

Shares57 from 56

Change+1 (+2%)

Value$5.9K (-$315)

Filed 2026-10-20

SJS Investment Consulting Inc.

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$5.8K (-$322)

Filed 2026-10-26

Main Street Group, LTD

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$5.2K (-$287)

Filed 2026-10-28

Duncker Streett & Co Inc

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$4.0K (-$224)

Filed 2026-10-27

RMG Wealth Management LLC

NEW

Shares36

Change+36

Value$3.9K

Filed 2026-10-26

Tower View Wealth Management LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.8K (-$94)

Filed 2026-10-23

Signaturefd, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.6K (-$86)

Filed 2026-10-23

Sowell Financial Services LLC

CLOSED

Shares0 from 2,564

Change-2,564 (-100%)

Value$0 (-$280.8K)

Filed 2026-10-23

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 2,302

Change-2,302 (-100%)

Value$0 (-$252.1K)

Filed 2026-10-20

Kaizen Financial Strategies

CLOSED

Shares0 from 2,117

Change-2,117 (-100%)

Value$0 (-$229.4K)

Filed 2026-10-09

Level Wealth Management LLC

CLOSED

Shares0 from 1,886

Change-1,886 (-100%)

Value$0 (-$206.6K)

Filed 2026-10-23

Flagship Harbor Advisors, LLC

CLOSED

Shares0 from 1,879

Change-1,879 (-100%)

Value$0 (-$205.8K)

Filed 2026-10-26

Creative Financial Designs Inc

CLOSED

Shares0 from 1,062

Change-1,062 (-100%)

Value$0 (-$116.3K)

Filed 2026-11-04

Mechanics Financial Corp

CLOSED

Shares0 from 900

Change-900 (-100%)

Value$0 (-$98.6K)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 610

Change-610 (-100%)

Value$0 (-$66.8K)

Filed 2026-10-15

Evolution Advisers, Inc.

CLOSED

Shares0 from 456

Change-456 (-100%)

Value$0 (-$49)

Filed 2026-11-06

CX Institutional

CLOSED

Shares0 from 336

Change-336 (-100%)

Value$0 (-$37)

Filed 2026-10-02

Gill Capital Partners, LLC

CLOSED

Shares0 from 288

Change-288 (-100%)

Value$0 (-$31.5K)

Filed 2026-10-13

Stone House Investment Management, LLC

CLOSED

Shares0 from 253

Change-253 (-100%)

Value$0 (-$27.7K)

Filed 2026-10-23

Armstrong Advisory Group, Inc

CLOSED

Shares0 from 202

Change-202 (-100%)

Value$0 (-$22.1K)

Filed 2026-10-09

First Bancorp, Inc

CLOSED

Shares0 from 176

Change-176 (-100%)

Value$0 (-$19.3K)

Filed 2026-10-26

West Paces Advisors Inc.

CLOSED

Shares0 from 120

Change-120 (-100%)

Value$0 (-$13.1K)

Filed 2026-10-13

Paladin Partners, LLC

CLOSED

Shares0 from 106

Change-106 (-100%)

Value$0 (-$11.6K)

Filed 2026-10-06

Simplex Trading, LLC

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$6.9K)

Filed 2026-11-04

Financial Consulate, Inc

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-23

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$615.2K (-$50.5K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 1,001,039

Change-1,001,039 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 528,797

Change-528,797 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 316,764

Change-316,764 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 281,084

Change-281,084 (-100%)

Value—

Polianta Ltd

N/A

Shares— from 267,700

Change-267,700 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 232,525

Change-232,525 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 218,425

Change-218,425 (-100%)

Value—

UBS Group AG

N/A

Shares— from 216,365

Change-216,365 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 209,521

Change-209,521 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 201,240

Change-201,240 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 188,228

Change-188,228 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 177,700

Change-177,700 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 161,170

Change-161,170 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 157,875

Change-157,875 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 118,540

Change-118,540 (-100%)

Value—

Clearwater Capital Advisors, LLC

N/A

Shares— from 114,751

Change-114,751 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 68,509

Change-68,509 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 56,319

Change-56,319 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 53,737

Change-53,737 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 51,543

Change-51,543 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 50,333

Change-50,333 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 47,141

Change-47,141 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 45,968

Change-45,968 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 45,827

Change-45,827 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 40,866

Change-40,866 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 39,268

Change-39,268 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 32,705

Change-32,705 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 28,814

Change-28,814 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,045

Change-28,045 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 24,633

Change-24,633 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 24,328

Change-24,328 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 23,206

Change-23,206 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 22,920

Change-22,920 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 22,359

Change-22,359 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 22,277

Change-22,277 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 19,894

Change-19,894 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 19,450

Change-19,450 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 18,312

Change-18,312 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 18,039

Change-18,039 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 17,979

Change-17,979 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 17,633

Change-17,633 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 17,335

Change-17,335 (-100%)

Value—

Stonebridge Financial Planning Group, LLC

N/A

Shares— from 17,067

Change-17,067 (-100%)

Value—

LeClair Wealth Partners LLC

N/A

Shares— from 16,360

Change-16,360 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 15,797

Change-15,797 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 14,922

Change-14,922 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 13,271

Change-13,271 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,793

Change-12,793 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,670

Change-12,670 (-100%)

Value—

FMR LLC

N/A

Shares— from 12,013

Change-12,013 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 11,352

Change-11,352 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 11,003

Change-11,003 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 10,795

Change-10,795 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10,334

Change-10,334 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 10,170

Change-10,170 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,021

Change-10,021 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 8,727

Change-8,727 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 8,429

Change-8,429 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,357

Change-8,357 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,333

Change-8,333 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 7,961

Change-7,961 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 7,956

Change-7,956 (-100%)

Value—

Natural Investments, LLC

N/A

Shares— from 7,851

Change-7,851 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 7,433

Change-7,433 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 6,645

Change-6,645 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 6,627

Change-6,627 (-100%)

Value—

&partners

N/A

Shares— from 6,398

Change-6,398 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 6,164

Change-6,164 (-100%)

Value—

FreeGulliver LLC

N/A

Shares— from 6,061

Change-6,061 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 5,820

Change-5,820 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 5,796

Change-5,796 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,770

Change-5,770 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 5,539

Change-5,539 (-100%)

Value—

Annis Gardner Whiting Capital Advisors, LLC

N/A

Shares— from 5,413

Change-5,413 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 5,299

Change-5,299 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 5,111

Change-5,111 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 4,677

Change-4,677 (-100%)

Value—

Interactive Financial Advisors, Inc.

N/A

Shares— from 4,611

Change-4,611 (-100%)

Value—

Perissos Private Wealth Management, LLC

N/A

Shares— from 4,435

Change-4,435 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,378

Change-4,378 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 4,343

Change-4,343 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,213

Change-4,213 (-100%)

Value—

Trinity Legacy Partners, LLC

N/A

Shares— from 3,914

Change-3,914 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 3,784

Change-3,784 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 3,758

Change-3,758 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 3,502

Change-3,502 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 3,305

Change-3,305 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,098

Change-3,098 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 3,009

Change-3,009 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 2,841

Change-2,841 (-100%)

Value—

Dash Acquisitions Inc.

N/A

Shares— from 2,837

Change-2,837 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 2,715

Change-2,715 (-100%)

Value—

Tudor Financial Inc.

N/A

Shares— from 2,710

Change-2,710 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 2,640

Change-2,640 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 2,590

Change-2,590 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,422

Change-2,422 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 2,316

Change-2,316 (-100%)

Value—

Trivant Custom Portfolio Group, LLC

N/A

Shares— from 2,315

Change-2,315 (-100%)

Value—

Beto Financial Group, LLC

N/A

Shares— from 2,278

Change-2,278 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 2,133

Change-2,133 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 2,063

Change-2,063 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 2,062

Change-2,062 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 2,016

Change-2,016 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 1,991

Change-1,991 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,933

Change-1,933 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,905

Change-1,905 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,839

Change-1,839 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,558

Change-1,558 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 1,374

Change-1,374 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 1,334

Change-1,334 (-100%)

Value—

Anchor Bay Capital, Inc.

N/A

Shares— from 1,270

Change-1,270 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 1,087

Change-1,087 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 964

Change-964 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 900

Change-900 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 639

Change-639 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 608

Change-608 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 520

Change-520 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 434

Change-434 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 386

Change-386 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 302

Change-302 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 260

Change-260 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 239

Change-239 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 225

Change-225 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 211

Change-211 (-100%)

Value—

EFG International AG

N/A

Shares— from 190

Change-190 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 180

Change-180 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 136

Change-136 (-100%)

Value—

Blair William & Co

N/A

Shares— from 116

Change-116 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 30

Change-30 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	909,148	914,506	-5,358	-1%	$100.2M	$94.4M	-$5.8M	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	317,908	309,460	+8,448	+3%	$33.9M	$33.0M	-$899.6K	2026-11-02
Kestra Private Wealth Services, LLC	INCREASED	169,983	162,472	+7,511	+5%	$17.8M	$17.6M	-$153.1K	2026-11-06
Truist Financial Corp	INCREASED	100,423	81,637	+18,786	+23%	$8.9M	$10.4M	+$1.5M	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	89,920	97,948	-8,028	-8%	$10.7M	$9.3M	-$1.4M	2026-11-02
US Bancorp \de\	INCREASED	71,331	66,250	+5,081	+8%	$7.3M	$7.4M	+$147.0K	2026-11-05
Mainsail Financial Group, LLC	INCREASED	70,509	64,382	+6,127	+10%	$7.1M	$7.3M	+$266.3K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	68,578	65,594	+2,984	+5%	$7.2M	$7.1M	-$66.9K	2026-11-02
Wealthcare Advisory Partners LLC	INCREASED	66,918	64,351	+2,567	+4%	$7.0M	$6.9M	-$103.0K	2026-10-21
BIP Wealth, LLC	INCREASED	51,295	49,264	+2,031	+4%	$5.4M	$5.3M	-$72.0K	2026-10-22
White Pine Investment Co	INCREASED	49,788	49,314	+474	+1%	$5.4M	$5.2M	-$234.0K	2026-10-15
Sigma Planning Corp	DECREASED	45,121	45,720	-599	-1%	$5.0M	$4.7M	-$324.7K	2026-10-23
Arkansas Financial Group, Inc.	DECREASED	43,879	44,810	-931	-2%	$4.9M	$4.6M	-$353.8K	2026-10-26
Prism Advisors, Inc.	DECREASED	43,421	44,480	-1,059	-2%	$4.9M	$4.5M	-$331.4K	2026-10-09
Chicago Partners Investment Group LLC	DECREASED	38,786	43,869	-5,083	-12%	$4.7M	$4.3M	-$401.2K	2026-10-27
Prospera Financial Services Inc	INCREASED	38,539	35,728	+2,811	+8%	$3.9M	$4.3M	+$412.4K	2026-11-04
Raab & Moskowitz Asset Management LLC	INCREASED	33,247	33,010	+237	+1%	$3.6M	$3.5M	-$164.9K	2026-11-02
Harel Insurance Investments & Financial Services Ltd.	INCREASED	30,321	29,386	+935	+3%	$3.2M	$3.1M	-$71.0K	2026-11-02
Fifth Third Bancorp	DECREASED	29,985	31,213	-1,228	-4%	$3.4M	$3.1M	-$306.6K	2026-11-05
Oppenheimer & Co Inc	INCREASED	28,386	23,965	+4,421	+18%	$2.6M	$2.9M	+$321.3K	2026-10-26
Sacks & Associates, LLC	DECREASED	27,073	27,204	-131	0%	$3.0M	$2.8M	-$147.7K	2026-10-09
William John Sempolinski	INCREASED	26,804	26,594	+210	+1%	$2.9M	$2.8M	-$130.9K	2026-10-20
Concurrent Investment Advisors, LLC	INCREASED	26,043	7,853	+18,190	+232%	$860.0K	$2.7M	+$1.8M	2026-10-16
Farrow Financial, Inc.	INCREASED	23,367	23,072	+295	+1%	$2.5M	$2.4M	-$101.8K	2026-10-30
Arthur M. Cohen & Associates, LLC	DECREASED	21,936	22,267	-331	-1%	$2.4M	$2.3M	-$162.2K	2026-10-26
Cornerstone Wealth Management, LLC	INCREASED	20,586	20,428	+158	+1%	$2.2M	$2.1M	-$100.8K	2026-11-04
Bison Wealth, LLC	INCREASED	20,424	18,086	+2,338	+13%	$2.0M	$2.2M	+$176.1K	2026-10-13
Trilogy Capital Inc.	NEW	19,651	—	+19,651	—	—	$2.0M	—	2026-10-20
Eagle Strategies LLC	INCREASED	18,728	18,250	+478	+3%	$2.0M	$1.9M	-$55.1K	2026-10-16
Cornerstone Management, Inc.	INCREASED	16,481	15,223	+1,258	+8%	$1.7M	$1.7M	+$43.2K	2026-10-16
Corrado Advisors, LLC	INCREASED	15,858	15,140	+718	+5%	$1.7M	$1.6M	-$12.3K	2026-10-27
Davis Investment Partners, LLC	DECREASED	15,450	15,573	-123	-1%	$1.7M	$1.6M	-$102.2K	2026-11-05
Fifth Third Securities, Inc.	DECREASED	14,980	17,913	-2,933	-16%	$2.0M	$1.6M	-$407.2K	2026-10-21
Blvd Private Wealth, LLC	INCREASED	14,030	13,476	+554	+4%	$1.5M	$1.5M	-$19.9K	2026-10-14
Prime Capital Investment Advisors, LLC	DECREASED	13,867	14,450	-583	-4%	$1.6M	$1.4M	-$143.5K	2026-10-20
Acorn Wealth Advisors, LLC	DECREASED	13,819	14,181	-362	-3%	$1.6M	$1.4M	-$118.9K	2026-10-19
Ipsen Advisor Group LLC	INCREASED	13,765	13,631	+134	+1%	$1.5M	$1.4M	-$64.3K	2026-10-29
D.A. Davidson & Co.	INCREASED	13,685	13,510	+175	+1%	$1.5M	$1.4M	-$59.4K	2026-10-28
Simon Quick Advisors, LLC	DECREASED	13,301	16,070	-2,769	-17%	$1.8M	$1.4M	-$379.7K	2026-10-26
International Assets Investment Management, LLC	DECREASED	13,013	14,593	-1,580	-11%	$1.6M	$1.4M	-$228.8K	2026-11-02
Morey & Quinn Wealth Partners, LLC	INCREASED	12,461	12,352	+109	+1%	$1.4M	$1.3M	-$59.7K	2026-10-28
Signal Advisors Wealth, LLC	INCREASED	12,170	9,805	+2,365	+24%	$1.1M	$1.3M	+$189.1K	2026-10-13
Sage Capital Management, LLC	INCREASED	12,051	11,361	+690	+6%	$1.2M	$1.3M	+$6.6K	2026-10-20
ARQ Wealth Advisors, LLC	INCREASED	12,008	10,748	+1,260	+12%	$1.1M	$1.2M	+$104.3K	2026-10-29
Financial Enhancement Group LLC	DECREASED	11,709	15,901	-4,192	-26%	$1.7M	$1.2M	-$523.5K	2026-10-08
Sound Income Strategies, LLC	DECREASED	11,505	12,148	-643	-5%	$1.3M	$1.2M	-$127.5K	2026-10-09
StoneX Group Inc.	INCREASED	11,253	9,304	+1,949	+21%	$1.0M	$1.2M	+$156.9K	2026-11-03
Modera Wealth Management, LLC	DECREASED	11,060	11,142	-82	-1%	$1.2M	$1.1M	-$72.5K	2026-10-28
PFG Advisors	DECREASED	10,848	11,001	-153	-1%	$1.2M	$1.1M	-$79.1K	2026-10-16
Stegent Equity Advisors, Inc.	UNCHANGED	9,793	9,793	0	0%	$1.1M	$1.0M	-$56.2K	2026-10-13
Capital Investment Advisory Services, LLC	DECREASED	9,635	9,688	-53	-1%	$1.1M	$999.9K	-$61.1K	2026-10-30
Platform Technology Partners	UNCHANGED	9,500	9,500	0	0%	$1.0M	$985.9K	-$54.5K	2026-11-02
Wilmington Savings Fund Society, FSB	DECREASED	9,261	9,706	-445	-5%	$1.1M	$961.1K	-$101.9K	2026-10-23
Flagstar Securities, Inc	INCREASED	9,223	9,152	+71	+1%	$1.0M	$957.1K	-$45.3K	2026-10-15
MTM Investment Management, LLC	DECREASED	8,485	8,985	-500	-6%	$984.0K	$880.6K	-$103.5K	2026-10-30
Clear Creek Financial Management, LLC	DECREASED	8,150	8,597	-447	-5%	$941.6K	$845.8K	-$95.8K	2026-10-28
King Luther Capital Management Corp	UNCHANGED	8,000	8,000	0	0%	$876.2K	$830.2K	-$45.9K	2026-11-05
MGO One Seven LLC	INCREASED	7,621	6,838	+783	+11%	$748.9K	$790.9K	+$42.0K	2026-10-28
Integrity Alliance, Llc.	INCREASED	7,585	5,602	+1,983	+35%	$613.6K	$787.2K	+$173.6K	2026-10-29
Citizens Financial Group Inc	NEW	7,394	—	+7,394	—	—	$767.3K	—	2026-10-23
KFG Wealth Management, LLC	INCREASED	7,274	6,654	+620	+9%	$728.8K	$754.9K	+$26.1K	2026-10-16
Mascoma Wealth Management LLC	INCREASED	7,253	6,018	+1,235	+21%	$659.1K	$752.7K	+$93.6K	2026-10-23
PNC Financial Services Group, Inc.	DECREASED	7,109	7,241	-132	-2%	$793.0K	$737.8K	-$55.3K	2026-11-06
Signature Estate & Investment Advisors LLC	DECREASED	6,912	7,725	-813	-11%	$846.0K	$717.3K	-$128.7K	2026-10-13
Wealth Enhancement Advisory Services, LLC	DECREASED	6,572	8,342	-1,770	-21%	$900.4K	$687.1K	-$213.3K	2026-10-13
Bluedoor Private Wealth, LLC	INCREASED	6,549	5,592	+957	+17%	$612.4K	$679.7K	+$67.2K	2026-11-05
J.W. Cole Advisors, Inc.	DECREASED	6,365	6,570	-205	-3%	$719.5K	$660.6K	-$58.9K	2026-11-05
Legacy Edge Advisors, LLC	DECREASED	6,232	6,766	-534	-8%	$741.0K	$646.8K	-$94.3K	2026-11-06
Wedbush Securities Inc	DECREASED	6,145	6,152	-7	0%	$674.0K	$638.0K	-$36.0K	2026-10-22
Creative Planning	DECREASED	6,006	6,689	-683	-10%	$732.5K	$623.3K	-$109.2K	2026-11-02
First Security Investment Management, Inc.	INCREASED	5,969	5,959	+10	+0%	$652.6K	$619.5K	-$33.1K	2026-11-05
Dynamic Advisor Solutions LLC	DECREASED	5,770	5,797	-27	0%	$634.9K	$598.8K	-$36.1K	2026-10-13
RFG - Bristol Wealth Advisors, LLC	DECREASED	5,576	20,129	-14,553	-72%	$2.2M	$578.7K	-$1.6M	2026-10-09
Nations Financial Group Inc,	INCREASED	5,421	5,292	+129	+2%	$579.6K	$562.6K	-$17.0K	2026-11-05
Lanark Financial, Inc.	DECREASED	5,411	6,082	-671	-11%	$666.1K	$561.6K	-$104.6K	2026-10-26
Princeton Global Asset Management LLC	INCREASED	4,857	4,403	+454	+10%	$482.3K	$504.1K	+$21.8K	2026-10-21
LexAurum Advisors, LLC	DECREASED	4,755	7,410	-2,655	-36%	$811.5K	$493.4K	-$318.1K	2026-10-19
Wealth Effects LLC	DECREASED	4,708	4,723	-15	0%	$517.2K	$488.6K	-$28.6K	2026-10-23
Presilium Private Wealth, LLC	UNCHANGED	4,449	4,449	0	0%	$487.3K	$461.7K	-$25.5K	2026-10-26
Delta Capital Management LLC	UNCHANGED	4,400	4,400	0	0%	$482	$457.0K	+$456.5K	2026-10-16
Farther Finance Advisors, LLC	DECREASED	4,299	4,870	-571	-12%	$533.3K	$446.2K	-$87.2K	2026-10-08
Carlson Financial, Inc.	INCREASED	4,194	2,576	+1,618	+63%	$282.1K	$435.2K	+$153.1K	2026-11-05
Merit Financial Group, LLC	DECREASED	4,110	4,120	-10	0%	$451.2K	$426.5K	-$24.7K	2026-11-06
Sunpointe, LLC	DECREASED	4,109	4,366	-257	-6%	$478.2K	$426.4K	-$51.7K	2026-10-22
First Heartland Consultants, Inc.	DECREASED	4,061	6,244	-2,183	-35%	$683.8K	$421.5K	-$262.4K	2026-10-08
Independent Financial Group, LLC	INCREASED	4,019	3,776	+243	+6%	$413.5K	$417.1K	+$3.5K	2026-10-13
Titleist Asset Management, LLC	DECREASED	3,948	4,455	-507	-11%	$487.9K	$409.7K	-$78.2K	2026-10-08
WealthPlan Investment Management, LLC	INCREASED	3,906	3,878	+28	+1%	$424.7K	$405.3K	-$19.4K	2026-10-15
Kesler, Norman & Wride, LLC	DECREASED	3,879	4,231	-352	-8%	$463.4K	$402.6K	-$60.8K	2026-11-06
Tactive Advisors, LLC	DECREASED	3,794	3,935	-141	-4%	$430.9K	$393.7K	-$37.2K	2026-10-08
SFI Advisors, LLC	DECREASED	3,640	3,682	-42	-1%	$403.3K	$377.8K	-$25.5K	2026-10-30
Jacobi Capital Management LLC	INCREASED	3,578	3,553	+25	+1%	$389.1K	$371.4K	-$17.7K	2026-11-05
Retirement Planning Group, LLC	DECREASED	3,514	3,561	-47	-1%	$390.0K	$364.7K	-$25.3K	2026-10-19
Axxcess Wealth Management, LLC	DECREASED	3,495	4,020	-525	-13%	$440.3K	$362.7K	-$77.6K	2026-10-21
Walkner Condon Financial Advisors LLC	DECREASED	3,363	4,277	-914	-21%	$468.4K	$349.0K	-$119.4K	2026-11-02
Stirlingshire Investments, Inc.	INCREASED	3,355	2,154	+1,201	+56%	$236.0K	$348.2K	+$112.3K	2026-11-05
Nova R Wealth, Inc.	DECREASED	3,353	3,465	-112	-3%	$379.5K	$347.9K	-$31.6K	2026-10-26
CoreCap Advisors, LLC	DECREASED	3,291	3,373	-82	-2%	$369.4K	$341.5K	-$27.9K	2026-10-08
Parallel Advisors, LLC	INCREASED	3,173	2,537	+636	+25%	$277.9K	$329.3K	+$51.4K	2026-11-03
Triad Wealth Partners, LLC	INCREASED	3,075	3,069	+6	+0%	$338.4K	$319.1K	-$19.2K	2026-10-26
Selective Wealth Management, Inc.	UNCHANGED	2,855	2,855	0	0%	$309.2K	$306.0K	-$3.2K	2026-10-16
Founders Financial Securities LLC	DECREASED	2,843	3,033	-190	-6%	$332.2K	$295.0K	-$37.2K	2026-10-28
Citigroup Inc	INCREASED	2,737	2,732	+5	+0%	$299.3K	$284.1K	-$15.2K	2026-11-04
Aprio Wealth Management, LLC	DECREASED	2,575	3,108	-533	-17%	$340.3K	$267.2K	-$73.1K	2026-10-28
Summit Place Financial Advisors, LLC	UNCHANGED	2,572	2,572	0	0%	$281.7K	$266.9K	-$14.8K	2026-10-23
Tempus Wealth Planning, LLC	INCREASED	2,497	2,378	+119	+5%	$260.4K	$259.1K	-$1.3K	2026-10-14
Apollon Wealth Management, LLC	NEW	2,398	—	+2,398	—	—	$248.9K	—	2026-10-23
Brandywine OAK Private Wealth LLC	UNCHANGED	2,358	2,358	0	0%	$258.2K	$244.7K	-$13.5K	2026-10-23
Grantvest Financial Group LLC	DECREASED	2,351	2,410	-59	-2%	$263.9K	$244.0K	-$19.9K	2026-10-21
Brighton Jones LLC	DECREASED	2,303	2,366	-63	-3%	$259.2K	$239.1K	-$20.1K	2026-11-03
Global Assets Advisory, LLC	DECREASED	2,300	2,400	-100	-4%	$261.9K	$243.8K	-$18.0K	2026-10-28
Ignite Planners, LLC	DECREASED	2,278	5,671	-3,393	-60%	$622.3K	$236.4K	-$385.9K	2026-10-14
Bryn Mawr Trust Advisors, LLC	DECREASED	2,272	3,397	-1,125	-33%	$372.0K	$235.8K	-$136.3K	2026-11-04
Accel Wealth Management	DECREASED	2,115	2,230	-115	-5%	$244.2K	$219.5K	-$24.7K	2026-10-13
TD Waterhouse Canada Inc.	UNCHANGED	2,105	2,105	0	0%	$227.9K	$218.7K	-$9.2K	2026-10-16
Relyea Zuckerberg Hanson LLC	UNCHANGED	2,049	2,049	0	0%	$224.4K	$212.7K	-$11.8K	2026-10-20
RFG Advisory, LLC	NEW	2,016	—	+2,016	—	—	$209.2K	—	2026-11-03
Cambridge Advisors Inc.	DECREASED	2,001	2,121	-120	-6%	$232.3K	$207.7K	-$24.6K	2026-10-19
Allworth Financial LP	UNCHANGED	1,543	1,543	0	0%	$168.9K	$168.9K	$0	2026-11-06
Financial Perspectives, Inc	INCREASED	1,381	1,380	+1	+0%	$151.2K	$143.3K	-$7.8K	2026-11-03
Private Trust Co NA	UNCHANGED	1,354	1,354	0	0%	$148.3K	$140.5K	-$7.8K	2026-10-20
TD Private Client Wealth LLC	DECREASED	1,329	1,699	-370	-22%	$186.1K	$137.9K	-$48.2K	2026-10-28
Larson Financial Group LLC	INCREASED	1,306	1,294	+12	+1%	$141.7K	$135.5K	-$6.2K	2026-11-05
PFS Partners, LLC	INCREASED	970	969	+1	+0%	$106.2K	$100.7K	-$5.5K	2026-10-21
Reap Financial Group, LLC	INCREASED	964	963	+1	+0%	$105.5K	$100.0K	-$5.4K	2026-11-02
Clearstead Advisors, LLC	UNCHANGED	861	861	0	0%	$94.3K	$89.4K	-$4.9K	2026-11-06
Advocate Investing Services LLC	INCREASED	827	825	+2	+0%	$90.4K	$85.8K	-$4.6K	2026-10-26
Elevated Capital Advisors, LLC	DECREASED	777	780	-3	0%	$85.4K	$80.6K	-$4.8K	2026-11-04
Bokf, NA	UNCHANGED	625	625	0	0%	$68.5K	$64.9K	-$3.6K	2026-10-27
SBI Securities Co., Ltd.	INCREASED	583	550	+33	+6%	$60.2K	$60.5K	+$268	2026-10-22
First Pacific Financial	INCREASED	575	574	+1	+0%	$62.8K	$59.7K	-$3.2K	2026-10-14
IFP Advisors, Inc	DECREASED	570	706	-136	-19%	$77.3K	$59.2K	-$18.2K	2026-10-16
Navigoe, LLC	UNCHANGED	510	510	0	0%	$55	$52	-$3	2026-11-04
Blueline Advisors LLC	UNCHANGED	491	491	0	0%	$53.8K	$51.0K	-$2.8K	2026-10-15
Assetmark, Inc	UNCHANGED	419	419	0	0%	$45.9K	$43.5K	-$2.4K	2026-10-21
Marshall & Sterling Wealth Advisors Inc.	DECREASED	418	560	-142	-25%	$61.4K	$43.4K	-$17.9K	2026-10-28
Balance Wealth Partners LLC	NEW	350	—	+350	—	—	$36.3K	—	2026-10-27
Ashurst Perkins Coie Trust Co	UNCHANGED	350	350	0	0%	$38.3K	$36.3K	-$2.0K	2026-10-15
Nfsg Corp	DECREASED	343	526	-183	-35%	$57.6K	$35.6K	-$22.0K	2026-10-15
Cape Investment Advisory, Inc.	INCREASED	337	336	+1	+0%	$36.8K	$34.9K	-$1.9K	2026-10-13
James T. Borello RIA	UNCHANGED	285	285	0	0%	$31.2K	$29.6K	-$1.6K	2026-10-16
Cranbrook Wealth Management, LLC	UNCHANGED	276	276	0	0%	$30.2K	$28.6K	-$1.6K	2026-10-28
Piscataqua Savings Bank	NEW	265	—	+265	—	—	$27.5K	—	2026-10-21
Transce3nd, LLC	NEW	261	—	+261	—	—	$28.3K	—	2026-10-26
Investors Research Corp	DECREASED	260	289	-29	-10%	$31.7K	$27.0K	-$4.7K	2026-10-07
Abound Wealth Management	UNCHANGED	202	202	0	0%	$22.1K	$21.0K	-$1.1K	2026-10-26
Costello Asset Management, Inc	UNCHANGED	200	200	0	0%	$21.9K	$20.8K	-$1.1K	2026-10-30
DiNuzzo Private Wealth, Inc.	UNCHANGED	187	187	0	0%	$20.5K	$19.4K	-$1.1K	2026-10-16
Root Financial Partners, LLC	NEW	182	—	+182	—	—	$18.9K	—	2026-10-21
Golden State Wealth Management, LLC	DECREASED	157	11,588	-11,431	-99%	$1.3M	$16.3K	-$1.3M	2026-11-02
Winthrop Capital Management, LLC	UNCHANGED	115	115	0	0%	$13	$11.9K	+$11.9K	2026-11-05
Montag A & Associates Inc	UNCHANGED	108	108	0	0%	$11.8K	$11.2K	-$619	2026-10-29
Financial Network Wealth Advisors LLC	UNCHANGED	106	106	0	0%	$11.6K	$11.0K	-$608	2026-10-28
Evolution Wealth Management Inc.	DECREASED	100	298	-198	-66%	$32.6K	$10.4K	-$22.3K	2026-10-28
Silver Grove Financial Group, Inc.	UNCHANGED	100	100	0	0%	$11.0K	$10.4K	-$574	2026-11-05
Trust Co of Vermont	UNCHANGED	100	100	0	0%	$11.0K	$10.4K	-$574	2026-10-21
Mather Group, Llc.	UNCHANGED	90	90	0	0%	$9.9K	$9.3K	-$517	2026-10-14
Noble Wealth Management PBC	UNCHANGED	84	84	0	0%	$9.2K	$8.7K	-$482	2026-10-01
Archer Investment Corp	UNCHANGED	79	79	0	0%	$8.7K	$8.2K	-$453	2026-11-05
Russell Investments Group, Ltd.	INCREASED	77	2	+75	+3750%	$219	$8.0K	+$7.8K	2026-11-06
Signature Equity Partners, LLC	UNCHANGED	76	76	0	0%	$8.3K	$7.9K	-$420	2026-10-29
Buck Wealth Strategies, LLC	UNCHANGED	73	73	0	0%	$8.0K	$7.6K	-$404	2026-10-28
Key FInancial Inc	UNCHANGED	70	70	0	0%	$7.7K	$7.3K	-$401	2026-11-02
Rossby Financial, LCC	UNCHANGED	66	66	0	0%	$7.3K	$6.9K	-$368	2026-11-05
Wilkerson Advisory Group LLC	INCREASED	57	56	+1	+2%	$6.2K	$5.9K	-$315	2026-10-20
SJS Investment Consulting Inc.	UNCHANGED	56	56	0	0%	$6.1K	$5.8K	-$322	2026-10-26
Main Street Group, LTD	UNCHANGED	50	50	0	0%	$5.5K	$5.2K	-$287	2026-10-28
Duncker Streett & Co Inc	UNCHANGED	39	39	0	0%	$4.3K	$4.0K	-$224	2026-10-27
RMG Wealth Management LLC	NEW	36	—	+36	—	—	$3.9K	—	2026-10-26
Tower View Wealth Management LLC	UNCHANGED	17	17	0	0%	$1.9K	$1.8K	-$94	2026-10-23
Signaturefd, LLC	UNCHANGED	15	15	0	0%	$1.6K	$1.6K	-$86	2026-10-23
Sowell Financial Services LLC	CLOSED	0	2,564	-2,564	-100%	$280.8K	$0	-$280.8K	2026-10-23
Commonwealth Financial Services, LLC	CLOSED	0	2,302	-2,302	-100%	$252.1K	$0	-$252.1K	2026-10-20
Kaizen Financial Strategies	CLOSED	0	2,117	-2,117	-100%	$229.4K	$0	-$229.4K	2026-10-09
Level Wealth Management LLC	CLOSED	0	1,886	-1,886	-100%	$206.6K	$0	-$206.6K	2026-10-23
Flagship Harbor Advisors, LLC	CLOSED	0	1,879	-1,879	-100%	$205.8K	$0	-$205.8K	2026-10-26
Creative Financial Designs Inc	CLOSED	0	1,062	-1,062	-100%	$116.3K	$0	-$116.3K	2026-11-04
Mechanics Financial Corp	CLOSED	0	900	-900	-100%	$98.6K	$0	-$98.6K	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	610	-610	-100%	$66.8K	$0	-$66.8K	2026-10-15
Evolution Advisers, Inc.	CLOSED	0	456	-456	-100%	$49	$0	-$49	2026-11-06
CX Institutional	CLOSED	0	336	-336	-100%	$37	$0	-$37	2026-10-02
Gill Capital Partners, LLC	CLOSED	0	288	-288	-100%	$31.5K	$0	-$31.5K	2026-10-13
Stone House Investment Management, LLC	CLOSED	0	253	-253	-100%	$27.7K	$0	-$27.7K	2026-10-23
Armstrong Advisory Group, Inc	CLOSED	0	202	-202	-100%	$22.1K	$0	-$22.1K	2026-10-09
First Bancorp, Inc	CLOSED	0	176	-176	-100%	$19.3K	$0	-$19.3K	2026-10-26
West Paces Advisors Inc.	CLOSED	0	120	-120	-100%	$13.1K	$0	-$13.1K	2026-10-13
Paladin Partners, LLC	CLOSED	0	106	-106	-100%	$11.6K	$0	-$11.6K	2026-10-06
Simplex Trading, LLC	CLOSED	0	63	-63	-100%	$6.9K	$0	-$6.9K	2026-11-04
Financial Consulate, Inc	CLOSED	0	11	-11	-100%	$1.2K	$0	-$1.2K	2026-10-23
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$665.6K	$615.2K	-$50.5K	2026-10-29
Morgan Stanley	N/A	—	1,001,039	-1,001,039	-100%	$109.6M	—	—	—
Bank of America Corp	N/A	—	528,797	-528,797	-100%	$57.9M	—	—	—
Wells Fargo & Company	N/A	—	316,764	-316,764	-100%	$34.7M	—	—	—
Raymond James Financial Inc	N/A	—	281,084	-281,084	-100%	$30.8M	—	—	—
Polianta Ltd	N/A	—	267,700	-267,700	-100%	$29.3K	—	—	—
Stifel Financial Corp	N/A	—	232,525	-232,525	-100%	$25.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	218,425	-218,425	-100%	$23.9M	—	—	—
UBS Group AG	N/A	—	216,365	-216,365	-100%	$23.7M	—	—	—
Cetera Investment Advisers	N/A	—	209,521	-209,521	-100%	$22.9M	—	—	—
Royal Bank of Canada	N/A	—	201,240	-201,240	-100%	$22.0M	—	—	—
Evelyn Partners Group Ltd	N/A	—	188,228	-188,228	-100%	$12.4M	—	—	—
1832 Asset Management L.P.	N/A	—	177,700	-177,700	-100%	$19.5M	—	—	—
Ameriprise Financial Inc	N/A	—	161,170	-161,170	-100%	$17.6M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	157,875	-157,875	-100%	$17.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	118,540	-118,540	-100%	$13.0M	—	—	—
Clearwater Capital Advisors, LLC	N/A	—	114,751	-114,751	-100%	$12.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	100,000	-100,000	-100%	$11.0M	—	—	—
Arax Advisory Partners	N/A	—	68,509	-68,509	-100%	$7.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	56,319	-56,319	-100%	$6.2M	—	—	—
Private Advisor Group, LLC	N/A	—	53,737	-53,737	-100%	$5.9M	—	—	—
Cary Street Partners Financial LLC	N/A	—	51,543	-51,543	-100%	$5.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	50,333	-50,333	-100%	$5.5M	—	—	—
HighPoint Advisor Group LLC	N/A	—	47,141	-47,141	-100%	$5.2M	—	—	—
Modern Wealth Management, LLC	N/A	—	45,968	-45,968	-100%	$5.0M	—	—	—
MML Investors Services, LLC	N/A	—	45,827	-45,827	-100%	$5.0M	—	—	—
National Bank of Canada	N/A	—	40,866	-40,866	-100%	$4.5M	—	—	—
Benjamin Edwards Inc	N/A	—	39,268	-39,268	-100%	$4.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	32,705	-32,705	-100%	$3.6M	—	—	—
Waverly Advisors, LLC	N/A	—	28,814	-28,814	-100%	$3.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	28,045	-28,045	-100%	$3.1M	—	—	—
HighTower Advisors, LLC	N/A	—	24,633	-24,633	-100%	$2.7M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	24,328	-24,328	-100%	$2.7M	—	—	—
JPMorgan Chase & Co	N/A	—	23,206	-23,206	-100%	$2.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	22,920	-22,920	-100%	$2.5M	—	—	—
Focus Partners Wealth	N/A	—	22,359	-22,359	-100%	$2.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	22,277	-22,277	-100%	$2.4M	—	—	—
Bank of Montreal	N/A	—	19,894	-19,894	-100%	$2.2M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	19,450	-19,450	-100%	$2.1M	—	—	—
Global Retirement Partners, LLC	N/A	—	18,312	-18,312	-100%	$2.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	18,039	-18,039	-100%	$2.0M	—	—	—
Fiduciary Trust Co	N/A	—	17,979	-17,979	-100%	$2.0M	—	—	—
Cozad Asset Management Inc	N/A	—	17,633	-17,633	-100%	$1.9M	—	—	—
MAI Capital Management	N/A	—	17,335	-17,335	-100%	$1.9M	—	—	—
Stonebridge Financial Planning Group, LLC	N/A	—	17,067	-17,067	-100%	$1.9M	—	—	—
LeClair Wealth Partners LLC	N/A	—	16,360	-16,360	-100%	$1.8M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	15,797	-15,797	-100%	$1.7M	—	—	—
CIBC World Market Inc.	N/A	—	14,922	-14,922	-100%	$1.6M	—	—	—
Summit Financial, LLC	N/A	—	13,271	-13,271	-100%	$1.5M	—	—	—
Mariner, LLC	N/A	—	12,793	-12,793	-100%	$1.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	12,670	-12,670	-100%	$1.4M	—	—	—
FMR LLC	N/A	—	12,013	-12,013	-100%	$1.3M	—	—	—
Moors & Cabot, Inc.	N/A	—	11,352	-11,352	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	11,003	-11,003	-100%	$1.2M	—	—	—
Western Wealth Management, LLC	N/A	—	10,795	-10,795	-100%	$1.2M	—	—	—
Harbour Investments, Inc.	N/A	—	10,334	-10,334	-100%	$1.1M	—	—	—
Tocqueville Asset Management L.P.	N/A	—	10,170	-10,170	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,021	-10,021	-100%	$1.1M	—	—	—
Smith, Moore & Co.	N/A	—	8,727	-8,727	-100%	$955.8K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	8,429	-8,429	-100%	$923.2K	—	—	—
Captrust Financial Advisors	N/A	—	8,357	-8,357	-100%	$915.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,333	-8,333	-100%	$912.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	7,961	-7,961	-100%	$871.9K	—	—	—
World Investment Advisors	N/A	—	7,956	-7,956	-100%	$821.1K	—	—	—
Natural Investments, LLC	N/A	—	7,851	-7,851	-100%	$859.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	7,433	-7,433	-100%	$814.1K	—	—	—
PFG Investments, LLC	N/A	—	6,645	-6,645	-100%	$727.8K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	6,627	-6,627	-100%	$725.8K	—	—	—
&partners	N/A	—	6,398	-6,398	-100%	$700.7K	—	—	—
Advyzon Investment Management, LLC	N/A	—	6,164	-6,164	-100%	$675.1K	—	—	—
FreeGulliver LLC	N/A	—	6,061	-6,061	-100%	$663.8K	—	—	—
Regal Investment Advisors LLC	N/A	—	5,820	-5,820	-100%	$637.4K	—	—	—
Van Diest Capital, LLC	N/A	—	5,796	-5,796	-100%	$634.8K	—	—	—
Principal Securities, Inc.	N/A	—	5,770	-5,770	-100%	$632.0K	—	—	—
Flow Traders U.S. LLC	N/A	—	5,539	-5,539	-100%	$607.0K	—	—	—
Annis Gardner Whiting Capital Advisors, LLC	N/A	—	5,413	-5,413	-100%	$592.8K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	5,299	-5,299	-100%	$580.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	5,111	-5,111	-100%	$559.8K	—	—	—
Wealthspire Retirement, LLC	N/A	—	4,677	-4,677	-100%	$512.2K	—	—	—
Interactive Financial Advisors, Inc.	N/A	—	4,611	-4,611	-100%	$499.4K	—	—	—
Perissos Private Wealth Management, LLC	N/A	—	4,435	-4,435	-100%	$485.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,378	-4,378	-100%	$479.5K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	4,343	-4,343	-100%	$475.6K	—	—	—
Advisory Services Network, LLC	N/A	—	4,213	-4,213	-100%	$461.4K	—	—	—
Trinity Legacy Partners, LLC	N/A	—	3,914	-3,914	-100%	$429.4K	—	—	—
Composition Wealth, LLC	N/A	—	3,784	-3,784	-100%	$414.5K	—	—	—
Savvy Advisors, Inc.	N/A	—	3,758	-3,758	-100%	$411.6K	—	—	—
Brown Advisory Inc	N/A	—	3,502	-3,502	-100%	$383.5K	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	3,305	-3,305	-100%	$361.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,098	-3,098	-100%	$339.3K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	3,009	-3,009	-100%	$329.6K	—	—	—
Centaurus Financial, Inc.	N/A	—	2,841	-2,841	-100%	$311.0K	—	—	—
Dash Acquisitions Inc.	N/A	—	2,837	-2,837	-100%	$317.7K	—	—	—
Wealthfront Advisers LLC	N/A	—	2,715	-2,715	-100%	$297.3K	—	—	—
Tudor Financial Inc.	N/A	—	2,710	-2,710	-100%	$296.8K	—	—	—
Pacific SUN Financial Corp	N/A	—	2,640	-2,640	-100%	$289.1K	—	—	—
Mason & Associates Inc	N/A	—	2,590	-2,590	-100%	$283.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,422	-2,422	-100%	$265.3K	—	—	—
Impact Partnership Wealth, LLC	N/A	—	2,316	-2,316	-100%	$253.6K	—	—	—
Trivant Custom Portfolio Group, LLC	N/A	—	2,315	-2,315	-100%	$253.5K	—	—	—
Beto Financial Group, LLC	N/A	—	2,278	-2,278	-100%	$243.7K	—	—	—
Mutual Advisors, LLC	N/A	—	2,200	-2,200	-100%	$240.9K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	2,133	-2,133	-100%	$233.6K	—	—	—
Snowden Capital Advisors LLC	N/A	—	2,063	-2,063	-100%	$225.9K	—	—	—
Tradition Wealth Management, LLC	N/A	—	2,062	-2,062	-100%	$225.9K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	2,016	-2,016	-100%	$220.7K	—	—	—
Horizon Investments, LLC	N/A	—	1,991	-1,991	-100%	$218.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,933	-1,933	-100%	$211.7K	—	—	—
Cerity Partners LLC	N/A	—	1,905	-1,905	-100%	$208.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,839	-1,839	-100%	$199.0K	—	—	—
BlackRock, Inc.	N/A	—	1,558	-1,558	-100%	$170.6K	—	—	—
Smithfield Trust Co	N/A	—	1,374	-1,374	-100%	$151.0K	—	—	—
Millstone Evans Group, LLC	N/A	—	1,334	-1,334	-100%	$146.1K	—	—	—
Anchor Bay Capital, Inc.	N/A	—	1,270	-1,270	-100%	$143.3K	—	—	—
Whittier Trust Co	N/A	—	1,087	-1,087	-100%	$118.8K	—	—	—
Continuum Advisory, LLC	N/A	—	964	-964	-100%	$105.6K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	900	-900	-100%	$98.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	639	-639	-100%	$70.0K	—	—	—
Basepoint Wealth LLC	N/A	—	608	-608	-100%	$66.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	520	-520	-100%	$56.9K	—	—	—
BFC Planning, Inc.	N/A	—	434	-434	-100%	$47.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	386	-386	-100%	$42.3K	—	—	—
Rothschild Investment LLC	N/A	—	302	-302	-100%	$33.0K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	300	-300	-100%	$32.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	260	-260	-100%	$28.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	239	-239	-100%	$26.2K	—	—	—
Boreal Capital Management LLC	N/A	—	225	-225	-100%	$24.6K	—	—	—
Highland Investment Advisors LLC	N/A	—	211	-211	-100%	$23.2K	—	—	—
EFG International AG	N/A	—	190	-190	-100%	$20.8K	—	—	—
Truvestments Capital LLC	N/A	—	180	-180	-100%	$19.7K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	136	-136	-100%	$14.9K	—	—	—
Blair William & Co	N/A	—	116	-116	-100%	$12.7K	—	—	—
Sankala Group LLC	N/A	—	101	-101	-100%	$11.2K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	100	-100	-100%	$11.0K	—	—	—
Dunhill Financial, LLC	N/A	—	94	-94	-100%	$10.3K	—	—	—
IFG Advisory, LLC	N/A	—	66	-66	-100%	$7.2K	—	—	—
Vision Retirement, LLC	N/A	—	63	-63	-100%	$6.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	52	-52	-100%	$5.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	30	-30	-100%	$3.3K	—	—	—
Darwin Wealth Management, LLC	N/A	—	28	-28	-100%	$3.1K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	25	-25	-100%	$2.7K	—	—	—
Cordant, Inc.	N/A	—	18	-18	-100%	$2.0K	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	12	-12	-100%	$1.3K	—	—	—

Showing 332 of 332 institutions