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FT WCM International ETF (WCMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares8,928,792 from 7,296,414
Change+1,632,378 (+22%)
Value$170.4M (+$27.6M)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares5,366,360 from 82,092
Change+5,284,268 (+6437%)
Value$102.4M (+$100.8M)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares2,855,666 from 2,849,621
Change+6,045 (+0%)
Value$54.5M (-$1.3M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares2,225,685 from 2,021,827
Change+203,858 (+10%)
Value$42.5M (+$2.9M)
Filed 2026-10-29
HCR Wealth Advisors
NEW
Shares1,510,851
Change+1,510,851
Value$28.8M
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,387,239 from 1,252,793
Change+134,446 (+11%)
Value$26.1M (+$1.6M)
Filed 2026-10-13
Ferguson Shapiro LLC
INCREASED
Shares1,219,774 from 1,200,760
Change+19,014 (+2%)
Value$23.3M (-$225.6K)
Filed 2026-10-16
Acorn Financial Advisory Services Inc
NEW
Shares935,491
Change+935,491
Value$17.8M
Filed 2026-11-02
Prism Advisors, Inc.
DECREASED
Shares900,182 from 1,038,292
Change-138,110 (-13%)
Value$17.0M (-$3.4M)
Filed 2026-10-09
VestGen Advisors, LLC
INCREASED
Shares815,474 from 476,043
Change+339,431 (+71%)
Value$15.6M (+$6.2M)
Filed 2026-10-27
Gaddis Premier Wealth Advisors LLC
NEW
Shares748,416
Change+748,416
Value$14.3M
Filed 2026-10-29
Commonwealth Financial Services, LLC
DECREASED
Shares743,637 from 911,280
Change-167,643 (-18%)
Value$14.2M (-$3.6M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares729,081 from 669,758
Change+59,323 (+9%)
Value$13.9M (+$803.7K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
DECREASED
Shares728,843 from 1,146,836
Change-417,993 (-36%)
Value$13.9M (-$8.5M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares713,001 from 546,403
Change+166,598 (+30%)
Value$13.6M (+$2.9M)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares629,582 from 617,647
Change+11,935 (+2%)
Value$12.0M (-$74.9K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares589,028 from 525,636
Change+63,392 (+12%)
Value$11.2M (+$952.0K)
Filed 2026-10-21
Capital Investment Counsel, LLC
DECREASED
Shares587,124 from 587,422
Change-298 (0%)
Value$11.2M (-$293.5K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares568,882 from 410,588
Change+158,294 (+39%)
Value$10.9M (+$2.8M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares527,633 from 528,492
Change-859 (0%)
Value$10.1M (-$276.0K)
Filed 2026-11-02
Mach-1 Financial Group, LLC
INCREASED
Shares480,653 from 436,175
Change+44,478 (+10%)
Value$9.2M (+$634.9K)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares466,407 from 107,368
Change+359,039 (+334%)
Value$8.9M (+$6.8M)
Filed 2026-11-02
Uniting Wealth Partners, LLC
INCREASED
Shares400,043 from 366,934
Change+33,109 (+9%)
Value$7.6M (+$451.9K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares382,225 from 363,210
Change+19,015 (+5%)
Value$7.3M (+$184.8K)
Filed 2026-10-30
Apollon Financial, LLC
NEW
Shares367,094
Change+367,094
Value$7.0M
Filed 2026-10-23
Chris Bulman Inc
INCREASED
Shares344,117 from 306,389
Change+37,728 (+12%)
Value$6.6M (+$569.7K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares343,437 from 337,010
Change+6,427 (+2%)
Value$6.6M (-$42.5K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares320,722 from 322,882
Change-2,160 (-1%)
Value$6.1M (-$199.4K)
Filed 2026-10-13
Legacy Financial Independent Advisors LLC
INCREASED
Shares302,025 from 301,672
Change+353 (+0%)
Value$5.8M (-$141.1K)
Filed 2026-11-02
Hobart Private Capital, LLC
INCREASED
Shares301,204 from 294,004
Change+7,200 (+2%)
Value$5.7M (-$6.7K)
Filed 2026-10-19
Commerce Advisors, LLC
INCREASED
Shares277,204 from 207,879
Change+69,325 (+33%)
Value$5.3M (+$1.2M)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares259,770 from 236,530
Change+23,240 (+10%)
Value$5.0M (+$327.5K)
Filed 2026-10-22
Philip James Wealth Mangement, LLC
DECREASED
Shares255,584 from 262,053
Change-6,469 (-2%)
Value$4.9M (-$251.8K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares250,188 from 211,179
Change+39,009 (+18%)
Value$4.8M (+$640.8K)
Filed 2026-10-28
Centennial Wealth Advisory LLC
INCREASED
Shares242,088 from 227,057
Change+15,031 (+7%)
Value$4.6M (+$180.3K)
Filed 2026-10-16
Fusion Capital, LLC
NEW
Shares239,191
Change+239,191
Value$4.6M
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares219,380 from 180,024
Change+39,356 (+22%)
Value$4.2M (+$725.2K)
Filed 2026-10-22
Lincoln Capital Corp
INCREASED
Shares209,043 from 207,300
Change+1,743 (+1%)
Value$4.0M (-$68.3K)
Filed 2026-10-13
First National Trust Co
INCREASED
Shares191,379 from 165,962
Change+25,417 (+15%)
Value$3.7M (+$403.6K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares167,638 from 168,576
Change-938 (-1%)
Value$3.2M (-$100.5K)
Filed 2026-10-08
Thrivent Financial for Lutherans
NEW
Shares165,946
Change+165,946
Value$3.2M
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares163,790 from 154,899
Change+8,891 (+6%)
Value$3.1M (+$93.8K)
Filed 2026-10-29
Sound Portfolio Advisors, LLC
INCREASED
Shares155,764 from 118,168
Change+37,596 (+32%)
Value$3.0M (+$659.4K)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares142,690 from 139,583
Change+3,107 (+2%)
Value$2.7M (-$9.1K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares142,651 from 69,394
Change+73,257 (+106%)
Value$2.6M (+$1.2M)
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
DECREASED
Shares142,575 from 145,726
Change-3,151 (-2%)
Value$2.7M (-$82.0K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
DECREASED
Shares133,152 from 153,932
Change-20,780 (-13%)
Value$2.5M (-$471.9K)
Filed 2026-11-04
Fifth Third Securities, Inc.
INCREASED
Shares127,124 from 78,269
Change+48,855 (+62%)
Value$2.4M (+$893.8K)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares125,448 from 90,588
Change+34,860 (+38%)
Value$2.4M (+$620.7K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares120,869 from 109,408
Change+11,461 (+10%)
Value$2.3M (+$165.1K)
Filed 2026-10-13
Boyer Financial Services, Inc.
DECREASED
Shares119,659 from 119,840
Change-181 (0%)
Value$2.3M (-$34.6K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares118,240
Change+118,240
Value$2.3M
Filed 2026-11-03
Wespac Advisors SoCal, LLC
DECREASED
Shares115,003 from 125,088
Change-10,085 (-8%)
Value$2.2M (-$253.7K)
Filed 2026-10-13
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares114,562 from 60,539
Change+54,023 (+89%)
Value$2.2M (+$1.0M)
Filed 2026-10-14
Advisor OS, LLC
INCREASED
Shares113,345 from 73,691
Change+39,654 (+54%)
Value$2.2M (+$720.5K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares108,080 from 103,096
Change+4,984 (+5%)
Value$2.1M (+$44.6K)
Filed 2026-10-30
Eastern Bank
UNCHANGED
Shares104,017 from 104,017
Change0 (0%)
Value$2.0M (-$51.0K)
Filed 2026-10-05
Blvd Private Wealth, LLC
NEW
Shares102,933
Change+102,933
Value$2.0M
Filed 2026-10-14
Wisconsin Wealth Advisors, LLC
INCREASED
Shares100,376 from 54,189
Change+46,187 (+85%)
Value$1.9M (+$854.7K)
Filed 2026-10-08
Woodward Diversified Capital, LLC
INCREASED
Shares81,955 from 29,138
Change+52,817 (+181%)
Value$1.6M (+$993.5K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares81,272 from 807,735
Change-726,463 (-90%)
Value$1.6M (-$14.3M)
Filed 2026-11-03
Meadow Creek Wealth Advisors LLC
INCREASED
Shares73,339 from 64,692
Change+8,647 (+13%)
Value$1.4M (+$133.3K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares73,035 from 70,863
Change+2,172 (+3%)
Value$1.4M (+$6.7K)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares72,866 from 72,000
Change+866 (+1%)
Value$1.4M (-$18.8K)
Filed 2026-10-15
Cambridge Advisors Inc.
INCREASED
Shares70,605 from 70,543
Change+62 (+0%)
Value$1.3M (-$33.4K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares65,664 from 65,666
Change-2 (0%)
Value$1.3M (-$32.2K)
Filed 2026-10-16
Triumph Capital Management
UNCHANGED
Shares65,000 from 65,000
Change0 (0%)
Value$1.2M (-$31.9K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares60,718 from 62,890
Change-2,172 (-3%)
Value$1.2M (-$72.3K)
Filed 2026-10-23
Merit Financial Group, LLC
NEW
Shares58,518
Change+58,518
Value$1.1M
Filed 2026-11-06
Clear Creek Financial Management, LLC
INCREASED
Shares54,257 from 53,920
Change+337 (+1%)
Value$1.0M (-$20.0K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED
Shares52,316 from 45,891
Change+6,425 (+14%)
Value$998.2K (+$100.1K)
Filed 2026-11-03
Barrett & Company, Inc.
DECREASED
Shares50,644 from 52,644
Change-2,000 (-4%)
Value$966.3K (-$64.0K)
Filed 2026-10-22
Quartz Partners, LLC
INCREASED
Shares45,691 from 42,639
Change+3,052 (+7%)
Value$871.8K (+$37.3K)
Filed 2026-11-03
Sowell Financial Services LLC
NEW
Shares41,902
Change+41,902
Value$799.5K
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares41,858 from 32,999
Change+8,859 (+27%)
Value$798.7K (+$152.9K)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares41,255 from 40,318
Change+937 (+2%)
Value$787.1K (+$8.2K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares37,636 from 23,129
Change+14,507 (+63%)
Value$718.1K (+$265.5K)
Filed 2026-11-04
Parsons Capital Management Inc
DECREASED
Shares35,661 from 36,816
Change-1,155 (-3%)
Value$680.4K (-$40.1K)
Filed 2026-10-28
Willner & Heller, LLC
INCREASED
Shares31,517 from 31,491
Change+26 (+0%)
Value$601.4K (-$14.9K)
Filed 2026-10-28
Roxbury Financial LLC
INCREASED
Shares30,433 from 26,864
Change+3,569 (+13%)
Value$580.7K (+$54.9K)
Filed 2026-10-01
J.W. Cole Advisors, Inc.
INCREASED
Shares29,672 from 18,371
Change+11,301 (+62%)
Value$566.1K (+$206.6K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares29,609 from 24,346
Change+5,263 (+22%)
Value$564.9K (+$88.5K)
Filed 2026-11-06
Manchester Financial Inc
INCREASED
Shares28,786 from 15,406
Change+13,380 (+87%)
Value$549.2K (+$247.7K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares28,723 from 24,612
Change+4,111 (+17%)
Value$548.0K (+$66.4K)
Filed 2026-10-22
International Assets Investment Management, LLC
INCREASED
Shares27,443 from 21,103
Change+6,340 (+30%)
Value$520.6K (+$114.8K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares22,610 from 20,403
Change+2,207 (+11%)
Value$431.4K (+$32.1K)
Filed 2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares22,454 from 31,905
Change-9,451 (-30%)
Value$428.4K (-$196.0K)
Filed 2026-10-22
Opal Wealth Advisors, LLC
INCREASED
Shares20,723 from 16,680
Change+4,043 (+24%)
Value$395.4K (+$69.0K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares20,039 from 1,559
Change+18,480 (+1185%)
Value$382.3K (+$351.8K)
Filed 2026-10-20
Legacy Edge Advisors, LLC
NEW
Shares19,461
Change+19,461
Value$371.3K
Filed 2026-11-06
Lido Advisors, LLC
NEW
Shares18,734
Change+18,734
Value$357.4K
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares18,404 from 16,040
Change+2,364 (+15%)
Value$351.1K (+$37.2K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares17,600 from 65,920
Change-48,320 (-73%)
Value$335.8K (-$954.2K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares17,395 from 17,955
Change-560 (-3%)
Value$331.9K (-$19.5K)
Filed 2026-11-04
Macroview Investment Management LLC
INCREASED
Shares17,024 from 16,194
Change+830 (+5%)
Value$324.8K (+$7.9K)
Filed 2026-10-26
RFG Advisory, LLC
NEW
Shares16,611
Change+16,611
Value$316.9K
Filed 2026-11-03
Triad Investment Management
NEW
Shares15,559
Change+15,559
Value$296.9K
Filed 2026-10-13
Optivise Advisory Services LLC
DECREASED
Shares15,121 from 15,281
Change-160 (-1%)
Value$288.5K (-$10.5K)
Filed 2026-10-19
Focus Financial Network, Inc.
NEW
Shares13,578
Change+13,578
Value$259.1K
Filed 2026-10-14
Wedbush Securities Inc
NEW
Shares11,811
Change+11,811
Value$225.0K
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares9,050 from 8,796
Change+254 (+3%)
Value$172.7K (+$536)
Filed 2026-10-07
Creative Financial Designs Inc
UNCHANGED
Shares5,990 from 5,990
Change0 (0%)
Value$114.3K (-$2.9K)
Filed 2026-11-04
Fifth Third Bancorp
NEW
Shares2,748
Change+2,748
Value$52.4K
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares2,565
Change+2,565
Value$48.9K
Filed 2026-11-06
GoalVest Advisory LLC
DECREASED
Shares2,460 from 2,565
Change-105 (-4%)
Value$46.9K (-$3.3K)
Filed 2026-10-02
Gen-Wealth Partners Inc
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$34.2K (-$877)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$30.1K (-$772)
Filed 2026-10-22
Archer Investment Corp
DECREASED
Shares1,280 from 1,500
Change-220 (-15%)
Value$24.4K (-$4.9K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$12.4K (-$318)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$10.5K (-$269)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares496
Change+496
Value$9.5K
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares392 from 142
Change+250 (+176%)
Value$7.5K (+$4.7K)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
DECREASED
Shares277 from 278
Change-1 (0%)
Value$5.3K (-$137)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
NEW
Shares209
Change+209
Value$4.0K
Filed 2026-11-04
CX Institutional
NEW
Shares192
Change+192
Value$4
Filed 2026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Assetmark, Inc
NEW
Shares81
Change+81
Value$1.5K
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares6 from 10
Change-4 (-40%)
Value$114 (-$82)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 40,397
Change-40,397 (-100%)
Value$0 (-$790.6K)
Filed 2026-11-05
RIA Advisory Group LLC
CLOSED
Shares0 from 15,459
Change-15,459 (-100%)
Value$0 (-$302.5K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 4,191
Change-4,191 (-100%)
Value$0 (-$82.0K)
Filed 2026-10-29
Westside Investment Management, Inc.
CLOSED
Shares0 from 1,141
Change-1,141 (-100%)
Value$0 (-$22.3K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 259
Change-259 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$7.4M (+$765.1K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 4,768,307
Change-4,768,307 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,500,781
Change-4,500,781 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,270,879
Change-4,270,879 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,712,219
Change-2,712,219 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,347,074
Change-2,347,074 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,599,224
Change-1,599,224 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,564,802
Change-1,564,802 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,176,012
Change-1,176,012 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,112,717
Change-1,112,717 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 921,683
Change-921,683 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 845,808
Change-845,808 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 838,741
Change-838,741 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 829,630
Change-829,630 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 785,432
Change-785,432 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 758,477
Change-758,477 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 714,658
Change-714,658 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 711,557
Change-711,557 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 581,366
Change-581,366 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 478,665
Change-478,665 (-100%)
Value—
UBS Group AG
N/A
Shares— from 466,762
Change-466,762 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 461,311
Change-461,311 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 454,896
Change-454,896 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 433,206
Change-433,206 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 426,643
Change-426,643 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 410,930
Change-410,930 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 396,906
Change-396,906 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 310,509
Change-310,509 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 277,752
Change-277,752 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 251,253
Change-251,253 (-100%)
Value—
&partners
N/A
Shares— from 246,807
Change-246,807 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 235,008
Change-235,008 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 234,758
Change-234,758 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 224,971
Change-224,971 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 188,819
Change-188,819 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 153,701
Change-153,701 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 152,992
Change-152,992 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 125,672
Change-125,672 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 123,828
Change-123,828 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 109,666
Change-109,666 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 109,593
Change-109,593 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 101,266
Change-101,266 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 96,735
Change-96,735 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 89,993
Change-89,993 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 83,309
Change-83,309 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 78,879
Change-78,879 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 76,107
Change-76,107 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 73,182
Change-73,182 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 71,885
Change-71,885 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 71,227
Change-71,227 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 70,081
Change-70,081 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 69,319
Change-69,319 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 52,617
Change-52,617 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 49,330
Change-49,330 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 49,320
Change-49,320 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 48,246
Change-48,246 (-100%)
Value—
Betterment LLC
N/A
Shares— from 42,675
Change-42,675 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 41,335
Change-41,335 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 39,973
Change-39,973 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 39,525
Change-39,525 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 33,784
Change-33,784 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 32,841
Change-32,841 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 32,538
Change-32,538 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 29,167
Change-29,167 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 26,794
Change-26,794 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 24,370
Change-24,370 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,355
Change-23,355 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 18,941
Change-18,941 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,856
Change-18,856 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,822
Change-18,822 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 18,351
Change-18,351 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,459
Change-17,459 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,275
Change-17,275 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 15,872
Change-15,872 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 15,472
Change-15,472 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 14,954
Change-14,954 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,587
Change-10,587 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,259
Change-10,259 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,004
Change-8,004 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 811
Change-811 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 467
Change-467 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 111
Change-111 (-100%)
Value—
Status
LPL Financial LLC
INCREASED8,928,7927,296,414+1,632,378+22%$142.8M$170.4M+$27.6M2026-11-06
Apollon Wealth Management, LLC
INCREASED5,366,36082,092+5,284,268+6437%$1.6M$102.4M+$100.8M2026-10-23
Bank of New York Mellon Corp
INCREASED2,855,6662,849,621+6,045+0%$55.8M$54.5M-$1.3M2026-11-05
Koshinski Asset Management, Inc.
INCREASED2,225,6852,021,827+203,858+10%$39.6M$42.5M+$2.9M2026-10-29
HCR Wealth Advisors
NEW1,510,851—+1,510,851——$28.8M—2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED1,387,2391,252,793+134,446+11%$24.6M$26.1M+$1.6M2026-10-13
Ferguson Shapiro LLC
INCREASED1,219,7741,200,760+19,014+2%$23.5M$23.3M-$225.6K2026-10-16
Acorn Financial Advisory Services Inc
NEW935,491—+935,491——$17.8M—2026-11-02
Prism Advisors, Inc.
DECREASED900,1821,038,292-138,110-13%$20.3M$17.0M-$3.4M2026-10-09
VestGen Advisors, LLC
INCREASED815,474476,043+339,431+71%$9.3M$15.6M+$6.2M2026-10-27
Gaddis Premier Wealth Advisors LLC
NEW748,416—+748,416——$14.3M—2026-10-29
Commonwealth Financial Services, LLC
DECREASED743,637911,280-167,643-18%$17.8M$14.2M-$3.6M2026-10-20
Commonwealth Equity Services, LLC
INCREASED729,081669,758+59,323+9%$13.1M$13.9M+$803.7K2026-11-02
Beaumont Financial Advisors, LLC
DECREASED728,8431,146,836-417,993-36%$22.4M$13.9M-$8.5M2026-10-22
Kestra Advisory Services, LLC
INCREASED713,001546,403+166,598+30%$10.7M$13.6M+$2.9M2026-11-02
IFP Advisors, Inc
INCREASED629,582617,647+11,935+2%$12.1M$12.0M-$74.9K2026-10-16
Axxcess Wealth Management, LLC
INCREASED589,028525,636+63,392+12%$10.3M$11.2M+$952.0K2026-10-21
Capital Investment Counsel, LLC
DECREASED587,124587,422-2980%$11.5M$11.2M-$293.5K2026-10-14
Cullen T Bankers, Inc.
INCREASED568,882410,588+158,294+39%$8.0M$10.9M+$2.8M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED527,633528,492-8590%$10.3M$10.1M-$276.0K2026-11-02
Mach-1 Financial Group, LLC
INCREASED480,653436,175+44,478+10%$8.5M$9.2M+$634.9K2026-11-06
Golden State Wealth Management, LLC
INCREASED466,407107,368+359,039+334%$2.1M$8.9M+$6.8M2026-11-02
Uniting Wealth Partners, LLC
INCREASED400,043366,934+33,109+9%$7.2M$7.6M+$451.9K2026-11-06
Truist Financial Corp
INCREASED382,225363,210+19,015+5%$7.1M$7.3M+$184.8K2026-10-30
Apollon Financial, LLC
NEW367,094—+367,094——$7.0M—2026-10-23
Chris Bulman Inc
INCREASED344,117306,389+37,728+12%$6.0M$6.6M+$569.7K2026-10-20
Meridian Wealth Management, LLC
INCREASED343,437337,010+6,427+2%$6.6M$6.6M-$42.5K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED320,722322,882-2,160-1%$6.3M$6.1M-$199.4K2026-10-13
Legacy Financial Independent Advisors LLC
INCREASED302,025301,672+353+0%$5.9M$5.8M-$141.1K2026-11-02
Hobart Private Capital, LLC
INCREASED301,204294,004+7,200+2%$5.8M$5.7M-$6.7K2026-10-19
Commerce Advisors, LLC
INCREASED277,204207,879+69,325+33%$4.1M$5.3M+$1.2M2026-10-19
Brookstone Capital Management
INCREASED259,770236,530+23,240+10%$4.6M$5.0M+$327.5K2026-10-22
Philip James Wealth Mangement, LLC
DECREASED255,584262,053-6,469-2%$5.1M$4.9M-$251.8K2026-10-27
MGO One Seven LLC
INCREASED250,188211,179+39,009+18%$4.1M$4.8M+$640.8K2026-10-28
Centennial Wealth Advisory LLC
INCREASED242,088227,057+15,031+7%$4.4M$4.6M+$180.3K2026-10-16
Fusion Capital, LLC
NEW239,191—+239,191——$4.6M—2026-10-28
Symphony Financial, Ltd. Co.
INCREASED219,380180,024+39,356+22%$3.5M$4.2M+$725.2K2026-10-22
Lincoln Capital Corp
INCREASED209,043207,300+1,743+1%$4.1M$4.0M-$68.3K2026-10-13
First National Trust Co
INCREASED191,379165,962+25,417+15%$3.2M$3.7M+$403.6K2026-10-28
Farther Finance Advisors, LLC
DECREASED167,638168,576-938-1%$3.3M$3.2M-$100.5K2026-10-08
Thrivent Financial for Lutherans
NEW165,946—+165,946——$3.2M—2026-11-05
Vise Technologies, Inc.
INCREASED163,790154,899+8,891+6%$3.0M$3.1M+$93.8K2026-10-29
Sound Portfolio Advisors, LLC
INCREASED155,764118,168+37,596+32%$2.3M$3.0M+$659.4K2026-11-05
Midwest Financial Group LLC
INCREASED142,690139,583+3,107+2%$2.7M$2.7M-$9.1K2026-10-15
Prospera Financial Services Inc
INCREASED142,65169,394+73,257+106%$1.4M$2.6M+$1.2M2026-11-04
Inspirion Wealth Advisors, LLC
DECREASED142,575145,726-3,151-2%$2.8M$2.7M-$82.0K2026-10-09
Daymark Wealth Partners, LLC
DECREASED133,152153,932-20,780-13%$3.0M$2.5M-$471.9K2026-11-04
Fifth Third Securities, Inc.
INCREASED127,12478,269+48,855+62%$1.5M$2.4M+$893.8K2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED125,44890,588+34,860+38%$1.8M$2.4M+$620.7K2026-10-21
Independent Financial Group, LLC
INCREASED120,869109,408+11,461+10%$2.1M$2.3M+$165.1K2026-10-13
Boyer Financial Services, Inc.
DECREASED119,659119,840-1810%$2.3M$2.3M-$34.6K2026-10-23
Ascentis Independent Advisors
NEW118,240—+118,240——$2.3M—2026-11-03
Wespac Advisors SoCal, LLC
DECREASED115,003125,088-10,085-8%$2.4M$2.2M-$253.7K2026-10-13
Boyce & Associates Wealth Consulting, Inc.
INCREASED114,56260,539+54,023+89%$1.2M$2.2M+$1.0M2026-10-14
Advisor OS, LLC
INCREASED113,34573,691+39,654+54%$1.4M$2.2M+$720.5K2026-11-03
Spire Wealth Management
INCREASED108,080103,096+4,984+5%$2.0M$2.1M+$44.6K2026-10-30
Eastern Bank
UNCHANGED104,017104,01700%$2.0M$2.0M-$51.0K2026-10-05
Blvd Private Wealth, LLC
NEW102,933—+102,933——$2.0M—2026-10-14
Wisconsin Wealth Advisors, LLC
INCREASED100,37654,189+46,187+85%$1.1M$1.9M+$854.7K2026-10-08
Woodward Diversified Capital, LLC
INCREASED81,95529,138+52,817+181%$570.2K$1.6M+$993.5K2026-10-21
Parallel Advisors, LLC
DECREASED81,272807,735-726,463-90%$15.8M$1.6M-$14.3M2026-11-03
Meadow Creek Wealth Advisors LLC
INCREASED73,33964,692+8,647+13%$1.3M$1.4M+$133.3K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED73,03570,863+2,172+3%$1.4M$1.4M+$6.7K2026-10-21
HBW Advisory Services LLC
INCREASED72,86672,000+866+1%$1.4M$1.4M-$18.8K2026-10-15
Cambridge Advisors Inc.
INCREASED70,60570,543+62+0%$1.4M$1.3M-$33.4K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED65,66465,666-20%$1.3M$1.3M-$32.2K2026-10-16
Triumph Capital Management
UNCHANGED65,00065,00000%$1.3M$1.2M-$31.9K2026-10-14
Sigma Planning Corp
DECREASED60,71862,890-2,172-3%$1.2M$1.2M-$72.3K2026-10-23
Merit Financial Group, LLC
NEW58,518—+58,518——$1.1M—2026-11-06
Clear Creek Financial Management, LLC
INCREASED54,25753,920+337+1%$1.1M$1.0M-$20.0K2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED52,31645,891+6,425+14%$898.1K$998.2K+$100.1K2026-11-03
Barrett & Company, Inc.
DECREASED50,64452,644-2,000-4%$1.0M$966.3K-$64.0K2026-10-22
Quartz Partners, LLC
INCREASED45,69142,639+3,052+7%$834.4K$871.8K+$37.3K2026-11-03
Sowell Financial Services LLC
NEW41,902—+41,902——$799.5K—2026-10-23
Integrity Alliance, Llc.
INCREASED41,85832,999+8,859+27%$645.8K$798.7K+$152.9K2026-10-29
Triad Wealth Partners, LLC
INCREASED41,25540,318+937+2%$778.9K$787.1K+$8.2K2026-10-26
Uptick Partners, LLC
INCREASED37,63623,129+14,507+63%$452.6K$718.1K+$265.5K2026-11-04
Parsons Capital Management Inc
DECREASED35,66136,816-1,155-3%$720.5K$680.4K-$40.1K2026-10-28
Willner & Heller, LLC
INCREASED31,51731,491+26+0%$616.3K$601.4K-$14.9K2026-10-28
Roxbury Financial LLC
INCREASED30,43326,864+3,569+13%$525.7K$580.7K+$54.9K2026-10-01
J.W. Cole Advisors, Inc.
INCREASED29,67218,371+11,301+62%$359.5K$566.1K+$206.6K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED29,60924,346+5,263+22%$476.5K$564.9K+$88.5K2026-11-06
Manchester Financial Inc
INCREASED28,78615,406+13,380+87%$301.5K$549.2K+$247.7K2026-10-15
Strategic Blueprint, LLC
INCREASED28,72324,612+4,111+17%$481.7K$548.0K+$66.4K2026-10-22
International Assets Investment Management, LLC
INCREASED27,44321,103+6,340+30%$405.8K$520.6K+$114.8K2026-11-02
Atria Investments, Inc
INCREASED22,61020,403+2,207+11%$399.3K$431.4K+$32.1K2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED22,45431,905-9,451-30%$624.4K$428.4K-$196.0K2026-10-22
Opal Wealth Advisors, LLC
INCREASED20,72316,680+4,043+24%$326.4K$395.4K+$69.0K2026-10-16
Private Trust Co NA
INCREASED20,0391,559+18,480+1185%$30.5K$382.3K+$351.8K2026-10-20
Legacy Edge Advisors, LLC
NEW19,461—+19,461——$371.3K—2026-11-06
Lido Advisors, LLC
NEW18,734—+18,734——$357.4K—2026-11-04
Nations Financial Group Inc,
INCREASED18,40416,040+2,364+15%$313.9K$351.1K+$37.2K2026-11-05
World Equity Group, Inc.
DECREASED17,60065,920-48,320-73%$1.3M$335.8K-$954.2K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED17,39517,955-560-3%$351.4K$331.9K-$19.5K2026-11-04
Macroview Investment Management LLC
INCREASED17,02416,194+830+5%$316.9K$324.8K+$7.9K2026-10-26
RFG Advisory, LLC
NEW16,611—+16,611——$316.9K—2026-11-03
Triad Investment Management
NEW15,559—+15,559——$296.9K—2026-10-13
Optivise Advisory Services LLC
DECREASED15,12115,281-160-1%$299.0K$288.5K-$10.5K2026-10-19
Focus Financial Network, Inc.
NEW13,578—+13,578——$259.1K—2026-10-14
Wedbush Securities Inc
NEW11,811—+11,811——$225.0K—2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED9,0508,796+254+3%$172.1K$172.7K+$5362026-10-07
Creative Financial Designs Inc
UNCHANGED5,9905,99000%$117.2K$114.3K-$2.9K2026-11-04
Fifth Third Bancorp
NEW2,748—+2,748——$52.4K—2026-11-05
PNC Financial Services Group, Inc.
NEW2,565—+2,565——$48.9K—2026-11-06
GoalVest Advisory LLC
DECREASED2,4602,565-105-4%$50.2K$46.9K-$3.3K2026-10-02
Gen-Wealth Partners Inc
UNCHANGED1,7901,79000%$35.0K$34.2K-$8772026-11-04
Manchester Capital Management LLC
UNCHANGED1,5771,57700%$30.9K$30.1K-$7722026-10-22
Archer Investment Corp
DECREASED1,2801,500-220-15%$29.4K$24.4K-$4.9K2026-11-05
Lanark Financial, Inc.
UNCHANGED65065000%$12.7K$12.4K-$3182026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED54854800%$10.7K$10.5K-$2692026-11-03
Root Financial Partners, LLC
NEW496—+496——$9.5K—2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED392142+250+176%$2.8K$7.5K+$4.7K2026-10-23
Comprehensive Financial Planning, Inc.
DECREASED277278-10%$5.4K$5.3K-$1372026-10-27
Plante Moran Financial Advisors, LLC
NEW209—+209——$4.0K—2026-11-04
CX Institutional
NEW192—+192——$4—2026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED17717700%$3$3$02026-11-04
Assetmark, Inc
NEW81—+81——$1.5K—2026-10-21
SBI Securities Co., Ltd.
DECREASED610-4-40%$196$114-$822026-10-22
Jefferies Financial Group Inc.
CLOSED040,397-40,397-100%$790.6K$0-$790.6K2026-11-05
RIA Advisory Group LLC
CLOSED015,459-15,459-100%$302.5K$0-$302.5K2026-10-15
B. Riley Wealth Advisors, Inc.
CLOSED010,500-10,500-100%$203.2K$0-$203.2K2026-10-13
Tucker Asset Management LLC
CLOSED04,191-4,191-100%$82.0K$0-$82.0K2026-10-29
Westside Investment Management, Inc.
CLOSED01,141-1,141-100%$22.3K$0-$22.3K2026-11-02
Obsidian CIO, LLC
CLOSED0259-259-100%$5.1K$0-$5.1K2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED000—$6.6M$7.4M+$765.1K2026-10-29
Raymond James Financial Inc
N/A—4,768,307-4,768,307-100%$93.3M———
Fiduciary Trust Co
N/A—4,500,781-4,500,781-100%$88.1M———
Composition Wealth, LLC
N/A—4,270,879-4,270,879-100%$83.6M———
NewEdge Advisors, LLC
N/A—2,712,219-2,712,219-100%$53.1M———
Royal Bank of Canada
N/A—2,347,074-2,347,074-100%$45.9M———
Janney Montgomery Scott LLC
N/A—1,599,224-1,599,224-100%$31.3M———
Envestnet Asset Management Inc
N/A—1,564,802-1,564,802-100%$30.6M———
Rockefeller Capital Management L.P.
N/A—1,176,012-1,176,012-100%$23.0M———
HighTower Advisors, LLC
N/A—1,112,717-1,112,717-100%$21.8M———
Private Advisor Group, LLC
N/A—921,683-921,683-100%$18.0M———
NewEdge Wealth, LLC
N/A—845,808-845,808-100%$16.6M———
Stifel Financial Corp
N/A—838,741-838,741-100%$16.4M———
Osaic Holdings, Inc.
N/A—829,630-829,630-100%$16.2M———
Berger Financial Group, Inc
N/A—785,432-785,432-100%$15.4M———
Cetera Investment Advisers
N/A—758,477-758,477-100%$14.8M———
Mariner, LLC
N/A—714,658-714,658-100%$14.0M———
Morgan Stanley
N/A—711,557-711,557-100%$13.9M———
Arax Advisory Partners
N/A—581,366-581,366-100%$11.4M———
Integrated Wealth Concepts LLC
N/A—478,665-478,665-100%$9.4M———
UBS Group AG
N/A—466,762-466,762-100%$9.1M———
Jane Street Group, LLC
N/A—461,311-461,311-100%$9.0M———
Pathstone Holdings, LLC
N/A—454,896-454,896-100%$8.9M———
Atlanta Consulting Group Advisors, LLC
N/A—433,206-433,206-100%$8.5M———
Oxford Wealth Group, LLC
N/A—426,643-426,643-100%$8.3M———
Steward Partners Investment Advisory, LLC
N/A—410,930-410,930-100%$8.0M———
Kintra Wealth, LLC
N/A—396,906-396,906-100%$8.0M———
Harbour Investments, Inc.
N/A—310,509-310,509-100%$6.1M———
Lakeridge Wealth Management LLC
N/A—277,752-277,752-100%$5.4M———
Susquehanna International Group, LLP
N/A—251,253-251,253-100%$4.9M———
&partners
N/A—246,807-246,807-100%$4.8M———
Private Wealth Asset Management, LLC
N/A—235,008-235,008-100%$4.6M———
Mutual Advisors, LLC
N/A—234,758-234,758-100%$4.6M———
Flputnam Investment Management Co
N/A—224,971-224,971-100%$4.4M———
FSB Premier Wealth Management, Inc.
N/A—188,819-188,819-100%$3.7M———
AlTi Global, Inc.
N/A—153,701-153,701-100%$3.0M———
Blackhawk Capital Partners, LLC
N/A—152,992-152,992-100%$3.0M———
Sanctuary Advisors, LLC
N/A—125,672-125,672-100%$2.5M———
Leigh Baldwin & Co., LLC
N/A—123,828-123,828-100%$2.4M———
MML Investors Services, LLC
N/A—109,666-109,666-100%$2.1M———
Northwestern Mutual Wealth Management Co
N/A—109,593-109,593-100%$2.1M———
Advyzon Investment Management, LLC
N/A—101,266-101,266-100%$2.0M———
PSI Advisors, LLC
N/A—96,735-96,735-100%$1.9M———
Main Street Financial Solutions, LLC
N/A—89,993-89,993-100%$1.8M———
Coppell Advisory Solutions LLC
N/A—83,309-83,309-100%$429.0K———
Foundations Investment Advisors, LLC
N/A—78,879-78,879-100%$1.5M———
Dakota Wealth Management
N/A—76,107-76,107-100%$1.5M———
JPMorgan Chase & Co
N/A—73,182-73,182-100%$1.4M———
Equitable Holdings, Inc.
N/A—71,885-71,885-100%$1.4M———
Legacy Wealth Managment, LLC
N/A—71,227-71,227-100%$1.4M———
Garden State Investment Advisory Services LLC
N/A—70,081-70,081-100%$1.4M———
Ducere Wealth Management LLC
N/A—69,319-69,319-100%$1.4M———
GTS Securities LLC
N/A—52,617-52,617-100%$1.0M———
Citadel Advisors LLC
N/A—49,330-49,330-100%$965.4K———
Waverly Advisors, LLC
N/A—49,320-49,320-100%$965.2K———
Captrust Financial Advisors
N/A—48,246-48,246-100%$944.2K———
Betterment LLC
N/A—42,675-42,675-100%$835.0K———
Benjamin Edwards Inc
N/A—41,335-41,335-100%$808.9K———
Harvest Investment Services, LLC
N/A—39,973-39,973-100%$782.3K———
RPS Advisory Solutions LLC
N/A—39,525-39,525-100%$773.5K———
Ameriprise Financial Inc
N/A—33,784-33,784-100%$661.2K———
IFG Advisory, LLC
N/A—32,841-32,841-100%$642.7K———
Wells Fargo & Company
N/A—32,538-32,538-100%$636.8K———
Pallas Capital Advisors LLC
N/A—29,167-29,167-100%$570.8K———
D. E. Shaw & Co., Inc.
N/A—26,794-26,794-100%$524.4K———
RWA Wealth Partners, LLC
N/A—24,370-24,370-100%$476.9K———
Stratos Wealth Partners, Ltd.
N/A—23,355-23,355-100%$457.1K———
Gateway Wealth Partners, LLC
N/A—18,941-18,941-100%$370.7K———
Principal Securities, Inc.
N/A—18,856-18,856-100%$369.0K———
Kovack Advisors, Inc.
N/A—18,822-18,822-100%$361.9K———
Aptus Capital Advisors, LLC
N/A—18,351-18,351-100%$359.1K———
Advisory Services Network, LLC
N/A—17,459-17,459-100%$341.7K———
HRT Financial LP
N/A—17,275-17,275-100%$338.0K———
Independent Advisor Alliance
N/A—15,872-15,872-100%$310.6K———
Pinnacle Financial Partners, Inc.
N/A—15,472-15,472-100%$302.8K———
Calton & Associates, Inc.
N/A—15,129-15,129-100%$296.1K———
Gentry Private Wealth, LLC
N/A—14,954-14,954-100%$292.7K———
Perennial Investment Advisors, LLC
N/A—14,200-14,200-100%$277.9K———
Integrity Financial Corp
N/A—12,178-12,178-100%$238.3K———
AQR Capital Management LLC
N/A—10,587-10,587-100%$207.2K———
Crux Wealth Advisors
N/A—10,259-10,259-100%$200.8K———
Geneos Wealth Management Inc.
N/A—8,004-8,004-100%$156.6K———
Global Retirement Partners, LLC
N/A—7,189-7,189-100%$140.7K———
AE Wealth Management LLC
N/A—6,236-6,236-100%$122.0K———
Topsail Wealth Management, LLC
N/A—4,675-4,675-100%$91.5K———
Medallion Wealth Advisors, LLC
N/A—2,339-2,339-100%$45.8K———
Millstone Evans Group, LLC
N/A—1,732-1,732-100%$33.9K———
Front Row Advisors LLC
N/A—1,059-1,059-100%$20.9K———
Smartleaf Asset Management LLC
N/A—933-933-100%$18.1K———
Regatta Research & Money Management
N/A—811-811-100%$15.9K———
Fiduciary Financial Advisors
N/A—467-467-100%$9.1K———
BFC Planning, Inc.
N/A—191-191-100%$3.7K———
Jones Financial Companies Lllp
N/A—111-111-100%$2.1K———
Showing 217 of 217 institutions