First Trust Multi Cap Growth (FAD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Commonwealth Equity Services, LLC

DECREASED

Shares64,816 from 68,726

Change-3,910 (-6%)

Value$11.7M (-$2.0M)

Filed 2026-11-02

Dahring | Cusmano LLC

NEW

Shares54,034

Change+54,034

Value$9.8M

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares49,020 from 48,475

Change+545 (+1%)

Value$8.9M (-$807.1K)

Filed 2026-10-30

Kestra Advisory Services, LLC

INCREASED

Shares34,812 from 31,515

Change+3,297 (+10%)

Value$6.3M (+$8.6K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares33,780 from 29,310

Change+4,470 (+15%)

Value$6.1M (+$263.0K)

Filed 2026-11-02

Cornerstone Wealth Management, LLC

DECREASED

Shares30,502 from 31,136

Change-634 (-2%)

Value$5.5M (-$696.9K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares24,253 from 24,363

Change-110 (0%)

Value$4.4M (-$475.1K)

Filed 2026-11-02

Wedbush Securities Inc

DECREASED

Shares23,747 from 24,070

Change-323 (-1%)

Value$4.3M (-$508.0K)

Filed 2026-10-22

Wealth Management Partners, LLC

DECREASED

Shares23,665 from 24,951

Change-1,286 (-5%)

Value$4.3M (-$699.4K)

Filed 2026-10-21

J.W. Cole Advisors, Inc.

INCREASED

Shares19,179 from 13,534

Change+5,645 (+42%)

Value$3.5M (+$770.4K)

Filed 2026-11-05

Fifth Third Securities, Inc.

INCREASED

Shares16,606 from 9,273

Change+7,333 (+79%)

Value$3.0M (+$1.2M)

Filed 2026-10-21

MGO One Seven LLC

INCREASED

Shares15,485 from 14,021

Change+1,464 (+10%)

Value$2.8M (+$3.3K)

Filed 2026-10-28

Serenity Investment Advisors

INCREASED

Shares9,634 from 1,110

Change+8,524 (+768%)

Value$1.7M (+$1.5M)

Filed 2026-10-30

626 Financial, LLC

UNCHANGED

Shares9,464 from 9,464

Change0 (0%)

Value$1.7M (-$176.9K)

Filed 2026-11-04

Certified Advisory Corp

INCREASED

Shares7,204 from 6,704

Change+500 (+7%)

Value$1.3M (-$34.6K)

Filed 2026-10-29

TrueWealth Advisors, LLC

INCREASED

Shares6,704 from 5,805

Change+899 (+15%)

Value$1.2M (+$54.5K)

Filed 2026-10-09

Willner & Heller, LLC

DECREASED

Shares6,144 from 6,502

Change-358 (-6%)

Value$1.1M (-$186.6K)

Filed 2026-10-28

IFP Advisors, Inc

INCREASED

Shares5,316 from 5,302

Change+14 (+0%)

Value$963.7K (-$96.6K)

Filed 2026-10-16

Independent Financial Group, LLC

DECREASED

Shares4,863 from 4,910

Change-47 (-1%)

Value$881.6K (-$100.3K)

Filed 2026-10-13

Apeiron RIA LLC

DECREASED

Shares4,620 from 4,788

Change-168 (-4%)

Value$843.1K (-$114.4K)

Filed 2026-10-08

Golden State Wealth Management, LLC

DECREASED

Shares4,353 from 4,753

Change-400 (-8%)

Value$789.1K (-$161.3K)

Filed 2026-11-02

Oppenheimer & Co Inc

INCREASED

Shares3,324 from 2,849

Change+475 (+17%)

Value$602.6K (+$32.9K)

Filed 2026-10-26

Aviance Capital Partners, LLC

UNCHANGED

Shares2,975 from 2,975

Change0 (0%)

Value$539.3K (-$55.6K)

Filed 2026-10-29

Ascentis Independent Advisors

NEW

Shares2,740

Change+2,740

Value$496.7K

Filed 2026-11-03

L. Roy Papp & Associates, LLP

UNCHANGED

Shares2,596 from 2,596

Change0 (0%)

Value$470.6K (-$48.5K)

Filed 2026-10-21

QTR Family Wealth, LLC

UNCHANGED

Shares2,208 from 2,208

Change0 (0%)

Value$400.2K (-$41.2K)

Filed 2026-11-02

PFG Advisors

DECREASED

Shares1,943 from 1,948

Change-5 (0%)

Value$352.2K (-$37.3K)

Filed 2026-10-16

Parkway Wealth Management Group, LLC

INCREASED

Shares1,925 from 1,924

Change+1 (+0%)

Value$348.9K (-$35.9K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares1,753 from 1,585

Change+168 (+11%)

Value$318.9K (+$17.0K)

Filed 2026-10-13

Prospera Financial Services Inc

NEW

Shares1,707

Change+1,707

Value$302.3K

Filed 2026-11-04

Cullen T Bankers, Inc.

INCREASED

Shares1,488 from 317

Change+1,171 (+369%)

Value$269.7K (+$206.2K)

Filed 2026-10-28

Truefg, LLC

UNCHANGED

Shares1,474 from 1,474

Change0 (0%)

Value$267.2K (-$27.5K)

Filed 2026-10-15

Concurrent Investment Advisors, LLC

NEW

Shares1,440

Change+1,440

Value$261.0K

Filed 2026-10-16

Tcfg Investment Advisors, LLC

DECREASED

Shares1,377 from 1,510

Change-133 (-9%)

Value$249.6K (-$52.3K)

Filed 2026-10-20

Farther Finance Advisors, LLC

UNCHANGED

Shares1,302 from 1,302

Change0 (0%)

Value$236.0K (-$24.3K)

Filed 2026-10-08

Advocate Investing Services LLC

UNCHANGED

Shares434 from 434

Change0 (0%)

Value$78.8K (-$8.1K)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares389 from 389

Change0 (0%)

Value$70.5K (-$7.3K)

Filed 2026-11-05

Creative Financial Designs Inc

UNCHANGED

Shares304 from 304

Change0 (0%)

Value$55.1K (-$5.7K)

Filed 2026-11-04

Lanark Financial, Inc.

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$30.8K (-$3.2K)

Filed 2026-10-26

Investors Research Corp

NEW

Shares155

Change+155

Value$28.1K

Filed 2026-10-07

Blue Trust, Inc.

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$15.3K (-$1.6K)

Filed 2026-10-15

Cape Investment Advisory, Inc.

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$13.1K (-$1.3K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares65 from 68

Change-3 (-4%)

Value$11.8K (-$1.8K)

Filed 2026-11-05

Moneco Advisors, LLC

CLOSED

Shares0 from 6,139

Change-6,139 (-100%)

Value$0 (-$893.3K)

Filed 2026-11-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 884

Change-884 (-100%)

Value$0 (-$173.0K)

Filed 2026-11-02

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 231

Change-231 (-100%)

Value$0 (-$46.3K)

Filed 2026-10-14

Morgan Stanley

N/A

Shares— from 277,568

Change-277,568 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 276,498

Change-276,498 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 212,489

Change-212,489 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 125,696

Change-125,696 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 61,706

Change-61,706 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 49,708

Change-49,708 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 42,443

Change-42,443 (-100%)

Value—

Plotkin Financial Advisors, LLC

N/A

Shares— from 41,711

Change-41,711 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 41,539

Change-41,539 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 35,895

Change-35,895 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 30,485

Change-30,485 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 30,273

Change-30,273 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 28,487

Change-28,487 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 23,767

Change-23,767 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,047

Change-21,047 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 18,329

Change-18,329 (-100%)

Value—

UBS Group AG

N/A

Shares— from 17,382

Change-17,382 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 15,242

Change-15,242 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 13,730

Change-13,730 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 13,577

Change-13,577 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,569

Change-13,569 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,048

Change-11,048 (-100%)

Value—

Stonebridge Financial Group, LLC / MO

N/A

Shares— from 10,878

Change-10,878 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 10,678

Change-10,678 (-100%)

Value—

Stonebridge Financial Planning Group, LLC

N/A

Shares— from 10,378

Change-10,378 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 9,828

Change-9,828 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 9,640

Change-9,640 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 8,524

Change-8,524 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 6,503

Change-6,503 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 5,789

Change-5,789 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,347

Change-4,347 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,854

Change-3,854 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 3,630

Change-3,630 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 3,543

Change-3,543 (-100%)

Value—

Nwam LLC

N/A

Shares— from 3,074

Change-3,074 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 2,450

Change-2,450 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 2,450

Change-2,450 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,040

Change-2,040 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,986

Change-1,986 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 1,726

Change-1,726 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 1,712

Change-1,712 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 1,672

Change-1,672 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 1,633

Change-1,633 (-100%)

Value—

1ST Source Bank

N/A

Shares— from 1,606

Change-1,606 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,525

Change-1,525 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 1,393

Change-1,393 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 1,357

Change-1,357 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 1,221

Change-1,221 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 1,133

Change-1,133 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,132

Change-1,132 (-100%)

Value—

Betterment LLC

N/A

Shares— from 1,028

Change-1,028 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 1,007

Change-1,007 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 970

Change-970 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 829

Change-829 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 484

Change-484 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 410

Change-410 (-100%)

Value—

FMR LLC

N/A

Shares— from 370

Change-370 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 243

Change-243 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 204

Change-204 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 200

Change-200 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 200

Change-200 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 147

Change-147 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 138

Change-138 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 118

Change-118 (-100%)

Value—

Blair William & Co

N/A

Shares— from 115

Change-115 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 103

Change-103 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	64,816	68,726	-3,910	-6%	$13.7M	$11.7M	-$2.0M	2026-11-02
Dahring \| Cusmano LLC	NEW	54,034	—	+54,034	—	—	$9.8M	—	2026-11-03
Truist Financial Corp	INCREASED	49,020	48,475	+545	+1%	$9.7M	$8.9M	-$807.1K	2026-10-30
Kestra Advisory Services, LLC	INCREASED	34,812	31,515	+3,297	+10%	$6.3M	$6.3M	+$8.6K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	33,780	29,310	+4,470	+15%	$5.9M	$6.1M	+$263.0K	2026-11-02
Cornerstone Wealth Management, LLC	DECREASED	30,502	31,136	-634	-2%	$6.2M	$5.5M	-$696.9K	2026-11-04
Creative Planning	DECREASED	24,253	24,363	-110	0%	$4.9M	$4.4M	-$475.1K	2026-11-02
Wedbush Securities Inc	DECREASED	23,747	24,070	-323	-1%	$4.8M	$4.3M	-$508.0K	2026-10-22
Wealth Management Partners, LLC	DECREASED	23,665	24,951	-1,286	-5%	$5.0M	$4.3M	-$699.4K	2026-10-21
J.W. Cole Advisors, Inc.	INCREASED	19,179	13,534	+5,645	+42%	$2.7M	$3.5M	+$770.4K	2026-11-05
Fifth Third Securities, Inc.	INCREASED	16,606	9,273	+7,333	+79%	$1.9M	$3.0M	+$1.2M	2026-10-21
MGO One Seven LLC	INCREASED	15,485	14,021	+1,464	+10%	$2.8M	$2.8M	+$3.3K	2026-10-28
Serenity Investment Advisors	INCREASED	9,634	1,110	+8,524	+768%	$207.9K	$1.7M	+$1.5M	2026-10-30
626 Financial, LLC	UNCHANGED	9,464	9,464	0	0%	$1.9M	$1.7M	-$176.9K	2026-11-04
Certified Advisory Corp	INCREASED	7,204	6,704	+500	+7%	$1.3M	$1.3M	-$34.6K	2026-10-29
TrueWealth Advisors, LLC	INCREASED	6,704	5,805	+899	+15%	$1.2M	$1.2M	+$54.5K	2026-10-09
Willner & Heller, LLC	DECREASED	6,144	6,502	-358	-6%	$1.3M	$1.1M	-$186.6K	2026-10-28
IFP Advisors, Inc	INCREASED	5,316	5,302	+14	+0%	$1.1M	$963.7K	-$96.6K	2026-10-16
Independent Financial Group, LLC	DECREASED	4,863	4,910	-47	-1%	$981.8K	$881.6K	-$100.3K	2026-10-13
Apeiron RIA LLC	DECREASED	4,620	4,788	-168	-4%	$957.5K	$843.1K	-$114.4K	2026-10-08
Golden State Wealth Management, LLC	DECREASED	4,353	4,753	-400	-8%	$950.5K	$789.1K	-$161.3K	2026-11-02
Oppenheimer & Co Inc	INCREASED	3,324	2,849	+475	+17%	$569.7K	$602.6K	+$32.9K	2026-10-26
Aviance Capital Partners, LLC	UNCHANGED	2,975	2,975	0	0%	$594.9K	$539.3K	-$55.6K	2026-10-29
Ascentis Independent Advisors	NEW	2,740	—	+2,740	—	—	$496.7K	—	2026-11-03
L. Roy Papp & Associates, LLP	UNCHANGED	2,596	2,596	0	0%	$519.1K	$470.6K	-$48.5K	2026-10-21
QTR Family Wealth, LLC	UNCHANGED	2,208	2,208	0	0%	$441.5K	$400.2K	-$41.2K	2026-11-02
PFG Advisors	DECREASED	1,943	1,948	-5	0%	$389.6K	$352.2K	-$37.3K	2026-10-16
Parkway Wealth Management Group, LLC	INCREASED	1,925	1,924	+1	+0%	$384.8K	$348.9K	-$35.9K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	1,753	1,585	+168	+11%	$301.9K	$318.9K	+$17.0K	2026-10-13
Prospera Financial Services Inc	NEW	1,707	—	+1,707	—	—	$302.3K	—	2026-11-04
Cullen T Bankers, Inc.	INCREASED	1,488	317	+1,171	+369%	$63.4K	$269.7K	+$206.2K	2026-10-28
Truefg, LLC	UNCHANGED	1,474	1,474	0	0%	$294.8K	$267.2K	-$27.5K	2026-10-15
Concurrent Investment Advisors, LLC	NEW	1,440	—	+1,440	—	—	$261.0K	—	2026-10-16
Tcfg Investment Advisors, LLC	DECREASED	1,377	1,510	-133	-9%	$302.0K	$249.6K	-$52.3K	2026-10-20
Farther Finance Advisors, LLC	UNCHANGED	1,302	1,302	0	0%	$260.4K	$236.0K	-$24.3K	2026-10-08
Advocate Investing Services LLC	UNCHANGED	434	434	0	0%	$86.8K	$78.8K	-$8.1K	2026-10-26
US Bancorp \de\	UNCHANGED	389	389	0	0%	$77.8K	$70.5K	-$7.3K	2026-11-05
Creative Financial Designs Inc	UNCHANGED	304	304	0	0%	$60.8K	$55.1K	-$5.7K	2026-11-04
Lanark Financial, Inc.	UNCHANGED	170	170	0	0%	$34.0K	$30.8K	-$3.2K	2026-10-26
Investors Research Corp	NEW	155	—	+155	—	—	$28.1K	—	2026-10-07
Blue Trust, Inc.	UNCHANGED	84	84	0	0%	$16.9K	$15.3K	-$1.6K	2026-10-15
Cape Investment Advisory, Inc.	UNCHANGED	72	72	0	0%	$14.4K	$13.1K	-$1.3K	2026-10-13
Fifth Third Bancorp	DECREASED	65	68	-3	-4%	$13.6K	$11.8K	-$1.8K	2026-11-05
Moneco Advisors, LLC	CLOSED	0	6,139	-6,139	-100%	$893.3K	$0	-$893.3K	2026-11-05
International Assets Investment Management, LLC	CLOSED	0	884	-884	-100%	$173.0K	$0	-$173.0K	2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	231	-231	-100%	$46.3K	$0	-$46.3K	2026-10-14
Morgan Stanley	N/A	—	277,568	-277,568	-100%	$55.5M	—	—	—
LPL Financial LLC	N/A	—	276,498	-276,498	-100%	$55.3M	—	—	—
Wells Fargo & Company	N/A	—	212,489	-212,489	-100%	$42.5M	—	—	—
Raymond James Financial Inc	N/A	—	125,696	-125,696	-100%	$25.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	61,706	-61,706	-100%	$12.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	50,000	-50,000	-100%	$10.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	49,708	-49,708	-100%	$9.9M	—	—	—
Virtu Financial LLC	N/A	—	42,443	-42,443	-100%	$8.5M	—	—	—
Plotkin Financial Advisors, LLC	N/A	—	41,711	-41,711	-100%	$8.3M	—	—	—
Bank of America Corp	N/A	—	41,539	-41,539	-100%	$8.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	35,895	-35,895	-100%	$7.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	30,485	-30,485	-100%	$6.1M	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	30,273	-30,273	-100%	$6.1M	—	—	—
Synergy Investment Management, LLC	N/A	—	28,487	-28,487	-100%	$5.7M	—	—	—
Geneos Wealth Management Inc.	N/A	—	23,767	-23,767	-100%	$4.8M	—	—	—
Royal Bank of Canada	N/A	—	21,047	-21,047	-100%	$4.2M	—	—	—
Cetera Investment Advisers	N/A	—	18,329	-18,329	-100%	$3.7M	—	—	—
UBS Group AG	N/A	—	17,382	-17,382	-100%	$3.5M	—	—	—
WCG Wealth Advisors LLC	N/A	—	15,242	-15,242	-100%	$3.0M	—	—	—
Private Advisor Group, LLC	N/A	—	13,730	-13,730	-100%	$2.7M	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	13,577	-13,577	-100%	$2.7M	—	—	—
Stifel Financial Corp	N/A	—	13,569	-13,569	-100%	$2.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	11,048	-11,048	-100%	$2.2M	—	—	—
Stonebridge Financial Group, LLC / MO	N/A	—	10,878	-10,878	-100%	$2.2M	—	—	—
Proactive Wealth Strategies LLC	N/A	—	10,678	-10,678	-100%	$2.1M	—	—	—
Stonebridge Financial Planning Group, LLC	N/A	—	10,378	-10,378	-100%	$2.1M	—	—	—
Vantus Wealth LLC	N/A	—	9,828	-9,828	-100%	$2.0M	—	—	—
Advyzon Investment Management, LLC	N/A	—	9,640	-9,640	-100%	$1.9M	—	—	—
Baird Financial Group, Inc.	N/A	—	8,524	-8,524	-100%	$1.7M	—	—	—
Nova Wealth Management, Inc.	N/A	—	6,503	-6,503	-100%	$1.3M	—	—	—
Merit Financial Group, LLC	N/A	—	5,789	-5,789	-100%	$1.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,347	-4,347	-100%	$869.2K	—	—	—
MML Investors Services, LLC	N/A	—	3,854	-3,854	-100%	$770.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	3,630	-3,630	-100%	$725.9K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	3,543	-3,543	-100%	$708.0K	—	—	—
Nwam LLC	N/A	—	3,074	-3,074	-100%	$614.8K	—	—	—
Fortis Capital Advisors, LLC	N/A	—	2,450	-2,450	-100%	$489.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	2,450	-2,450	-100%	$489.9K	—	—	—
Harbour Investments, Inc.	N/A	—	2,040	-2,040	-100%	$407.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,986	-1,986	-100%	$397.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	1,726	-1,726	-100%	$345.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	1,712	-1,712	-100%	$342.4K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	1,672	-1,672	-100%	$334.3K	—	—	—
Clearstead Advisors, LLC	N/A	—	1,633	-1,633	-100%	$326.6K	—	—	—
1ST Source Bank	N/A	—	1,606	-1,606	-100%	$321.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,600	-1,600	-100%	$320.0K	—	—	—
IFG Advisory, LLC	N/A	—	1,525	-1,525	-100%	$305.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	1,393	-1,393	-100%	$278.6K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	1,357	-1,357	-100%	$271.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	1,221	-1,221	-100%	$244.2K	—	—	—
Zacks Investment Management	N/A	—	1,133	-1,133	-100%	$226.6K	—	—	—
Western Wealth Management, LLC	N/A	—	1,132	-1,132	-100%	$226.4K	—	—	—
Betterment LLC	N/A	—	1,028	-1,028	-100%	$206.0K	—	—	—
Modern Wealth Management, LLC	N/A	—	1,007	-1,007	-100%	$201.4K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	970	-970	-100%	$194.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	829	-829	-100%	$165.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	750	-750	-100%	$148.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	484	-484	-100%	$96.8K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	410	-410	-100%	$82.0K	—	—	—
FMR LLC	N/A	—	370	-370	-100%	$73.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	243	-243	-100%	$48.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	204	-204	-100%	$40.8K	—	—	—
JPMorgan Chase & Co	N/A	—	200	-200	-100%	$39.5K	—	—	—
Allworth Financial LP	N/A	—	200	-200	-100%	$40.0K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	147	-147	-100%	$29.4K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	138	-138	-100%	$27.6K	—	—	—
Arax Advisory Partners	N/A	—	118	-118	-100%	$23.6K	—	—	—
Blair William & Co	N/A	—	115	-115	-100%	$23.0K	—	—	—
BlackRock, Inc.	N/A	—	103	-103	-100%	$20.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	16	-16	-100%	$3.2K	—	—	—

Showing 116 of 116 institutions