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First Trust Large Cap Core A (FEX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares214,554 from 217,999
Change-3,445 (-2%)
Value$28.5M (-$2.0M)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
DECREASED
Shares131,505 from 132,071
Change-566 (0%)
Value$17.4M (-$1.0M)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares86,939 from 156,941
Change-70,002 (-45%)
Value$11.5M (-$10.4M)
Filed 2026-10-30
BIP Wealth, LLC
DECREASED
Shares60,062 from 60,352
Change-290 (0%)
Value$8.0M (-$477.2K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares58,808 from 59,848
Change-1,040 (-2%)
Value$7.8M (-$573.0K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares57,957 from 57,599
Change+358 (+1%)
Value$7.7M (-$371.6K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares54,499 from 54,293
Change+206 (+0%)
Value$7.5M (+$78.7K)
Filed 2026-10-27
Elevation Capital Advisory, LLC
DECREASED
Shares47,440 from 84,534
Change-37,094 (-44%)
Value$6.3M (-$5.5M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares47,266 from 48,559
Change-1,293 (-3%)
Value$6.4M (-$250.0K)
Filed 2026-10-13
Triumph Capital Management
DECREASED
Shares42,804 from 46,672
Change-3,868 (-8%)
Value$5.7M (-$852.2K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
NEW
Shares36,704
Change+36,704
Value$4.9M
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares28,438 from 30,188
Change-1,750 (-6%)
Value$3.8M (-$451.6K)
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares26,015 from 26,078
Change-63 (0%)
Value$3.4M (-$197.9K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares20,485 from 21,490
Change-1,005 (-5%)
Value$2.7M (-$289.5K)
Filed 2026-10-20
Keystone Wealth Services, LLC
DECREASED
Shares19,681 from 20,181
Change-500 (-2%)
Value$2.6M (-$198.9K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares15,414 from 15,402
Change+12 (+0%)
Value$2.0M (-$110.4K)
Filed 2026-10-26
Focus Financial Network, Inc.
DECREASED
Shares14,478 from 14,735
Change-257 (-2%)
Value$1.9M (-$141.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares12,825 from 11,426
Change+1,399 (+12%)
Value$1.7M (+$102.4K)
Filed 2026-11-02
Wedmont Private Capital
UNCHANGED
Shares11,679 from 11,679
Change0 (0%)
Value$1.6M (-$18.0K)
Filed 2026-10-09
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares11,657 from 11,907
Change-250 (-2%)
Value$1.5M (-$119.7K)
Filed 2026-10-28
Kaydan Wealth Management, Inc.
DECREASED
Shares10,388 from 10,572
Change-184 (-2%)
Value$1.4M (-$101.3K)
Filed 2026-10-08
Wetzel Investment Advisors, Inc.
DECREASED
Shares9,129 from 9,345
Change-216 (-2%)
Value$1.2M (-$96.6K)
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares8,906 from 3,526
Change+5,380 (+153%)
Value$1.2M (+$687.8K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares8,708 from 8,745
Change-37 (0%)
Value$1.2M (-$68.6K)
Filed 2026-10-30
Farrell Financial LLC
DECREASED
Shares8,506 from 8,511
Change-5 (0%)
Value$1.1M (-$62.5K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares8,409 from 11,859
Change-3,450 (-29%)
Value$1.1M (-$543.7K)
Filed 2026-11-02
Park National Corp
UNCHANGED
Shares8,140 from 8,140
Change0 (0%)
Value$1.1M (-$59.2K)
Filed 2026-10-05
Lido Advisors, LLC
DECREASED
Shares7,163 from 7,172
Change-9 (0%)
Value$949.8K (-$53.3K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares6,928 from 7,053
Change-125 (-2%)
Value$919.0K (-$67.0K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares6,615 from 11,907
Change-5,292 (-44%)
Value$877.1K (-$788.4K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED
Shares6,114 from 6,314
Change-200 (-3%)
Value$810.7K (-$72.4K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares5,899 from 5,454
Change+445 (+8%)
Value$812.6K (+$49.2K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
INCREASED
Shares5,240 from 5,167
Change+73 (+1%)
Value$694.9K (-$27.9K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
NEW
Shares5,135
Change+5,135
Value$681.0K
Filed 2026-10-26
Daymark Wealth Partners, LLC
UNCHANGED
Shares4,840 from 4,840
Change0 (0%)
Value$641.8K (-$35.2K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares4,600 from 4,574
Change+26 (+1%)
Value$610.0K (-$29.8K)
Filed 2026-10-07
Annex Advisory Services, LLC
UNCHANGED
Shares4,415 from 4,415
Change0 (0%)
Value$585.4K (-$32.1K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,804 from 3,265
Change+539 (+17%)
Value$504.4K (+$47.8K)
Filed 2026-10-13
Richmond Investment Services, LLC
UNCHANGED
Shares3,719 from 3,719
Change0 (0%)
Value$493.1K (-$27.0K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares3,454 from 3,449
Change+5 (+0%)
Value$458.0K (-$24.4K)
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares3,419 from 3,419
Change0 (0%)
Value$453.4K (-$24.9K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED
Shares3,328 from 3,492
Change-164 (-5%)
Value$441.3K (-$47.1K)
Filed 2026-11-02
HB Wealth Management, LLC
UNCHANGED
Shares3,303 from 3,303
Change0 (0%)
Value$438.0K (-$24.0K)
Filed 2026-10-23
Triton Wealth Management, Pllc
INCREASED
Shares3,227 from 3,224
Change+3 (+0%)
Value$445.4K (+$8.3K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares3,205 from 3,205
Change0 (0%)
Value$425.0K (-$23.3K)
Filed 2026-10-23
RDA Financial Network
DECREASED
Shares3,100 from 3,113
Change-13 (0%)
Value$411.1K (-$24.4K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares3,094 from 3,094
Change0 (0%)
Value$410.3K (-$22.5K)
Filed 2026-11-04
Mattern Capital Management, LLC
DECREASED
Shares3,009 from 3,032
Change-23 (-1%)
Value$399.0K (-$25.1K)
Filed 2026-11-02
Perigon Wealth Management, LLC
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$396.5K (-$21.7K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares2,854 from 2,905
Change-51 (-2%)
Value$378.4K (-$27.9K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$371.8K (-$20.4K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares2,800 from 2,796
Change+4 (+0%)
Value$371.2K (-$19.8K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares2,791 from 1,868
Change+923 (+49%)
Value$370.1K (+$108.8K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares2,697 from 2,694
Change+3 (+0%)
Value$357.6K (-$19.3K)
Filed 2026-10-26
Three Seasons Wealth, LLC
UNCHANGED
Shares2,587 from 2,587
Change0 (0%)
Value$343.0K (-$18.8K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares2,472 from 2,320
Change+152 (+7%)
Value$327.8K (+$3.3K)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares2,453 from 2,452
Change+1 (+0%)
Value$325.3K (-$17.6K)
Filed 2026-10-23
Eukles Asset Management
DECREASED
Shares2,433 from 2,464
Change-31 (-1%)
Value$322.6K (-$22.0K)
Filed 2026-11-04
Mission Wealth Management, LP
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$319.0K (-$17.5K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
INCREASED
Shares2,311 from 2,306
Change+5 (+0%)
Value$306.4K (-$16.1K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$298.4K (-$16.4K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,153 from 2,153
Change0 (0%)
Value$285.5K (-$15.7K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$279.7K (-$15.3K)
Filed 2026-11-03
Able Financial Group, LLC
DECREASED
Shares1,940 from 2,016
Change-76 (-4%)
Value$257.3K (-$24.7K)
Filed 2026-10-14
MGO One Seven LLC
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$250.5K (-$13.7K)
Filed 2026-10-28
Morton Capital Management LLC
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$239.0K (-$13.1K)
Filed 2026-10-23
Winebrenner Capital Management LLC
DECREASED
Shares1,793 from 2,164
Change-371 (-17%)
Value$237.8K (-$64.9K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares1,792 from 1,508
Change+284 (+19%)
Value$237.6K (+$26.7K)
Filed 2026-10-16
D.B. Root & Company, LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$234.7K (-$12.9K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares1,761 from 2,152
Change-391 (-18%)
Value$233.5K (-$67.6K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares1,720 from 1,716
Change+4 (+0%)
Value$228.0K (-$12.0K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$225.4K (-$12.4K)
Filed 2026-10-08
Apollon Wealth Management, LLC
NEW
Shares1,631
Change+1,631
Value$216.3K
Filed 2026-10-23
Truefg, LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$213.8K (-$11.7K)
Filed 2026-10-15
Peterson Wealth Advisors, LLC
INCREASED
Shares1,608 from 1,603
Change+5 (+0%)
Value$213.2K (-$11.0K)
Filed 2026-10-08
Asio Capital, LLC
NEW
Shares1,600
Change+1,600
Value$212.2K
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares1,527 from 1,674
Change-147 (-9%)
Value$202.5K (-$31.7K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,355 from 1,374
Change-19 (-1%)
Value$179.7K (-$12.5K)
Filed 2026-11-02
Fairway Wealth LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$144.7K (-$7.9K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares1,082 from 1,080
Change+2 (+0%)
Value$143.5K (-$7.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares873 from 673
Change+200 (+30%)
Value$115.8K (+$21.6K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
INCREASED
Shares649 from 648
Change+1 (+0%)
Value$86.1K (-$4.4K)
Filed 2026-10-28
Signature Equity Partners, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$59.7K (-$3.3K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$59.7K (-$3.3K)
Filed 2026-10-22
Compass Financial Management LLC
DECREASED
Shares357 from 593
Change-236 (-40%)
Value$47.3K (-$35.6K)
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$46.4K (-$2.5K)
Filed 2026-10-08
Washington Trust Advisors, Inc.
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$45.5K (-$2.5K)
Filed 2026-10-22
Rossby Financial, LCC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$44.6K (-$2.4K)
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$43.1K (-$2.4K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares319 from 318
Change+1 (+0%)
Value$42.3K (-$2.2K)
Filed 2026-10-16
Decker Retirement Planning Inc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$32.2K (-$1.8K)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares238
Change+238
Value$31.6K
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$23.9K (-$1.3K)
Filed 2026-10-08
GHP Investment Advisors, Inc.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$23.0K (-$1.3K)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$21.2K (-$1.2K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares146 from 145
Change+1 (+1%)
Value$19.3K (-$998)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$17.1K (-$938)
Filed 2026-10-16
Kozak & Associates, Inc.
INCREASED
Shares114 from 113
Change+1 (+1%)
Value$15.7K (+$28)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED
Shares110 from 160
Change-50 (-31%)
Value$15 (-$7)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$13.9K (-$764)
Filed 2026-11-05
Apeiron RIA LLC
CLOSED
Shares0 from 2,842
Change-2,842 (-100%)
Value$0 (-$397.5K)
Filed 2026-10-08
Integrity Alliance, Llc.
CLOSED
Shares0 from 2,381
Change-2,381 (-100%)
Value$0 (-$333.0K)
Filed 2026-10-29
Guidance Capital, Inc
CLOSED
Shares0 from 1,575
Change-1,575 (-100%)
Value$0 (-$214.1K)
Filed 2026-11-03
Semitam Bonam LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,334
Change-1,334 (-100%)
Value$0 (-$184.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,209
Change-1,209 (-100%)
Value$0 (-$169.1K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 1,064,684
Change-1,064,684 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 778,330
Change-778,330 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 509,390
Change-509,390 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 479,180
Change-479,180 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 268,371
Change-268,371 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 224,857
Change-224,857 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 212,851
Change-212,851 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 185,960
Change-185,960 (-100%)
Value—
UBS Group AG
N/A
Shares— from 184,252
Change-184,252 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 175,394
Change-175,394 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 174,191
Change-174,191 (-100%)
Value—
&partners
N/A
Shares— from 137,868
Change-137,868 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 131,869
Change-131,869 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 130,523
Change-130,523 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 120,610
Change-120,610 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 86,559
Change-86,559 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 66,153
Change-66,153 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 61,448
Change-61,448 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 60,274
Change-60,274 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 59,540
Change-59,540 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 47,635
Change-47,635 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 46,437
Change-46,437 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 42,213
Change-42,213 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 34,990
Change-34,990 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 32,844
Change-32,844 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,585
Change-28,585 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 25,934
Change-25,934 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,392
Change-25,392 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 16,135
Change-16,135 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 15,877
Change-15,877 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,645
Change-15,645 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 15,049
Change-15,049 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,593
Change-14,593 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,019
Change-14,019 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 12,816
Change-12,816 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,635
Change-12,635 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,115
Change-12,115 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,349
Change-11,349 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,585
Change-10,585 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,476
Change-10,476 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,187
Change-10,187 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,970
Change-8,970 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,698
Change-8,698 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,111
Change-8,111 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,296
Change-3,296 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 991
Change-991 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 910
Change-910 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 850
Change-850 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 670
Change-670 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 262
Change-262 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 244
Change-244 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 170
Change-170 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 151
Change-151 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 150
Change-150 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 65
Change-65 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED214,554217,999-3,445-2%$30.5M$28.5M-$2.0M2026-11-02
Crusonia Wealth Advisors LLC
DECREASED131,505132,071-5660%$18.5M$17.4M-$1.0M2026-10-26
Truist Financial Corp
DECREASED86,939156,941-70,002-45%$22.0M$11.5M-$10.4M2026-10-30
BIP Wealth, LLC
DECREASED60,06260,352-2900%$8.4M$8.0M-$477.2K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED58,80859,848-1,040-2%$8.4M$7.8M-$573.0K2026-11-02
US Bancorp \de\
INCREASED57,95757,599+358+1%$8.1M$7.7M-$371.6K2026-11-05
Chicago Partners Investment Group LLC
INCREASED54,49954,293+206+0%$7.4M$7.5M+$78.7K2026-10-27
Elevation Capital Advisory, LLC
DECREASED47,44084,534-37,094-44%$11.8M$6.3M-$5.5M2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED47,26648,559-1,293-3%$6.7M$6.4M-$250.0K2026-10-13
Triumph Capital Management
DECREASED42,80446,672-3,868-8%$6.5M$5.7M-$852.2K2026-10-14
Pinnacle Wealth Management Group, Inc.
NEW36,704—+36,704——$4.9M—2026-10-15
KPP Advisory Services LLC
DECREASED28,43830,188-1,750-6%$4.2M$3.8M-$451.6K2026-10-26
D.A. Davidson & Co.
DECREASED26,01526,078-630%$3.6M$3.4M-$197.9K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED20,48521,490-1,005-5%$3.0M$2.7M-$289.5K2026-10-20
Keystone Wealth Services, LLC
DECREASED19,68120,181-500-2%$2.8M$2.6M-$198.9K2026-11-03
Oppenheimer & Co Inc
INCREASED15,41415,402+12+0%$2.2M$2.0M-$110.4K2026-10-26
Focus Financial Network, Inc.
DECREASED14,47814,735-257-2%$2.1M$1.9M-$141.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED12,82511,426+1,399+12%$1.6M$1.7M+$102.4K2026-11-02
Wedmont Private Capital
UNCHANGED11,67911,67900%$1.6M$1.6M-$18.0K2026-10-09
Morey & Quinn Wealth Partners, LLC
DECREASED11,65711,907-250-2%$1.7M$1.5M-$119.7K2026-10-28
Kaydan Wealth Management, Inc.
DECREASED10,38810,572-184-2%$1.5M$1.4M-$101.3K2026-10-08
Wetzel Investment Advisors, Inc.
DECREASED9,1299,345-216-2%$1.3M$1.2M-$96.6K2026-10-13
Independent Wealth Network Inc.
INCREASED8,9063,526+5,380+153%$493.2K$1.2M+$687.8K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED8,7088,745-370%$1.2M$1.2M-$68.6K2026-10-30
Farrell Financial LLC
DECREASED8,5068,511-50%$1.2M$1.1M-$62.5K2026-10-16
Golden State Wealth Management, LLC
DECREASED8,40911,859-3,450-29%$1.7M$1.1M-$543.7K2026-11-02
Park National Corp
UNCHANGED8,1408,14000%$1.1M$1.1M-$59.2K2026-10-05
Lido Advisors, LLC
DECREASED7,1637,172-90%$1.0M$949.8K-$53.3K2026-11-04
Thrivent Financial for Lutherans
DECREASED6,9287,053-125-2%$986.0K$919.0K-$67.0K2026-11-05
Creative Planning
DECREASED6,61511,907-5,292-44%$1.7M$877.1K-$788.4K2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED6,1146,314-200-3%$883.2K$810.7K-$72.4K2026-10-27
Prospera Financial Services Inc
INCREASED5,8995,454+445+8%$763.4K$812.6K+$49.2K2026-11-04
WealthPlan Investment Management, LLC
INCREASED5,2405,167+73+1%$722.8K$694.9K-$27.9K2026-10-15
Flagship Harbor Advisors, LLC
NEW5,135—+5,135——$681.0K—2026-10-26
Daymark Wealth Partners, LLC
UNCHANGED4,8404,84000%$677.0K$641.8K-$35.2K2026-11-04
Venture Visionary Partners LLC
INCREASED4,6004,574+26+1%$639.8K$610.0K-$29.8K2026-10-07
Annex Advisory Services, LLC
UNCHANGED4,4154,41500%$617.5K$585.4K-$32.1K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED3,8043,265+539+17%$456.7K$504.4K+$47.8K2026-10-13
Richmond Investment Services, LLC
UNCHANGED3,7193,71900%$520.1K$493.1K-$27.0K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED3,4543,449+5+0%$482.4K$458.0K-$24.4K2026-11-05
Blue Trust, Inc.
UNCHANGED3,4193,41900%$478.2K$453.4K-$24.9K2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED3,3283,492-164-5%$488.4K$441.3K-$47.1K2026-11-02
HB Wealth Management, LLC
UNCHANGED3,3033,30300%$462.0K$438.0K-$24.0K2026-10-23
Triton Wealth Management, Pllc
INCREASED3,2273,224+3+0%$437.1K$445.4K+$8.3K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED3,2053,20500%$448.2K$425.0K-$23.3K2026-10-23
RDA Financial Network
DECREASED3,1003,113-130%$435.5K$411.1K-$24.4K2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED3,0943,09400%$432.8K$410.3K-$22.5K2026-11-04
Mattern Capital Management, LLC
DECREASED3,0093,032-23-1%$424.1K$399.0K-$25.1K2026-11-02
Perigon Wealth Management, LLC
UNCHANGED2,9902,99000%$418.2K$396.5K-$21.7K2026-10-22
Fifth Third Bancorp
DECREASED2,8542,905-51-2%$406.3K$378.4K-$27.9K2026-11-05
Private Trust Co NA
UNCHANGED2,8042,80400%$392.2K$371.8K-$20.4K2026-10-20
Financial Partners Group, Inc
INCREASED2,8002,796+4+0%$391.1K$371.2K-$19.8K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED2,7911,868+923+49%$261.3K$370.1K+$108.8K2026-10-16
Lanark Financial, Inc.
INCREASED2,6972,694+3+0%$376.9K$357.6K-$19.3K2026-10-26
Three Seasons Wealth, LLC
UNCHANGED2,5872,58700%$361.9K$343.0K-$18.8K2026-11-03
Assetmark, Inc
INCREASED2,4722,320+152+7%$324.5K$327.8K+$3.3K2026-10-21
Apollon Financial, LLC
INCREASED2,4532,452+1+0%$342.9K$325.3K-$17.6K2026-10-23
Eukles Asset Management
DECREASED2,4332,464-31-1%$344.6K$322.6K-$22.0K2026-11-04
Mission Wealth Management, LP
UNCHANGED2,4062,40600%$336.5K$319.0K-$17.5K2026-10-15
Insight Advisors, LLC/ PA
INCREASED2,3112,306+5+0%$322.5K$306.4K-$16.1K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,2502,25000%$314.7K$298.4K-$16.4K2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED2,1532,15300%$301.1K$285.5K-$15.7K2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED2,1092,10900%$295.0K$279.7K-$15.3K2026-11-03
Able Financial Group, LLC
DECREASED1,9402,016-76-4%$282.0K$257.3K-$24.7K2026-10-14
MGO One Seven LLC
UNCHANGED1,8891,88900%$264.2K$250.5K-$13.7K2026-10-28
Morton Capital Management LLC
UNCHANGED1,8021,80200%$252.1K$239.0K-$13.1K2026-10-23
Winebrenner Capital Management LLC
DECREASED1,7932,164-371-17%$302.7K$237.8K-$64.9K2026-10-07
IFP Advisors, Inc
INCREASED1,7921,508+284+19%$210.9K$237.6K+$26.7K2026-10-16
D.B. Root & Company, LLC
UNCHANGED1,7701,77000%$247.6K$234.7K-$12.9K2026-11-04
Sigma Planning Corp
DECREASED1,7612,152-391-18%$301.0K$233.5K-$67.6K2026-10-23
Claro Advisors Inc.
INCREASED1,7201,716+4+0%$240.0K$228.0K-$12.0K2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED1,7001,70000%$237.8K$225.4K-$12.4K2026-10-08
Apollon Wealth Management, LLC
NEW1,631—+1,631——$216.3K—2026-10-23
Truefg, LLC
UNCHANGED1,6121,61200%$225.5K$213.8K-$11.7K2026-10-15
Peterson Wealth Advisors, LLC
INCREASED1,6081,603+5+0%$224.2K$213.2K-$11.0K2026-10-08
Asio Capital, LLC
NEW1,600—+1,600——$212.2K—2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED1,5271,674-147-9%$234.1K$202.5K-$31.7K2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED1,3551,374-19-1%$192.2K$179.7K-$12.5K2026-11-02
Fairway Wealth LLC
UNCHANGED1,0911,09100%$152.6K$144.7K-$7.9K2026-10-30
Spire Wealth Management
INCREASED1,0821,080+2+0%$151.1K$143.5K-$7.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED873673+200+30%$94.1K$115.8K+$21.6K2026-10-08
Buck Wealth Strategies, LLC
INCREASED649648+1+0%$90.6K$86.1K-$4.4K2026-10-28
Signature Equity Partners, LLC
UNCHANGED45045000%$62.9K$59.7K-$3.3K2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED45045000%$62.9K$59.7K-$3.3K2026-10-22
Compass Financial Management LLC
DECREASED357593-236-40%$82.9K$47.3K-$35.6K2026-10-30
Gamma Investing LLC
UNCHANGED35035000%$49.0K$46.4K-$2.5K2026-10-08
Washington Trust Advisors, Inc.
UNCHANGED34334300%$48.0K$45.5K-$2.5K2026-10-22
Rossby Financial, LCC
UNCHANGED33633600%$47.0K$44.6K-$2.4K2026-11-05
Hurley Capital, LLC
UNCHANGED32532500%$45.5K$43.1K-$2.4K2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED319318+1+0%$44.5K$42.3K-$2.2K2026-10-16
Decker Retirement Planning Inc.
UNCHANGED24324300%$34.0K$32.2K-$1.8K2026-10-19
Compass Wealth Management LLC
NEW238—+238——$31.6K—2026-10-22
CoreCap Advisors, LLC
UNCHANGED18018000%$25.2K$23.9K-$1.3K2026-10-08
GHP Investment Advisors, Inc.
UNCHANGED17417400%$24.3K$23.0K-$1.3K2026-10-15
Financial Perspectives, Inc
UNCHANGED16016000%$22.4K$21.2K-$1.2K2026-11-03
Creative Financial Designs Inc
INCREASED146145+1+1%$20.3K$19.3K-$9982026-11-04
Trust Co of Toledo NA
UNCHANGED12912900%$18.0K$17.1K-$9382026-10-16
Kozak & Associates, Inc.
INCREASED114113+1+1%$15.7K$15.7K+$282026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED110160-50-31%$22$15-$72026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED10510500%$14.7K$13.9K-$7642026-11-05
Apeiron RIA LLC
CLOSED02,842-2,842-100%$397.5K$0-$397.5K2026-10-08
Integrity Alliance, Llc.
CLOSED02,381-2,381-100%$333.0K$0-$333.0K2026-10-29
Guidance Capital, Inc
CLOSED01,575-1,575-100%$214.1K$0-$214.1K2026-11-03
Semitam Bonam LLC
CLOSED01,500-1,500-100%$209.8K$0-$209.8K2026-10-27
International Assets Investment Management, LLC
CLOSED01,334-1,334-100%$184.2K$0-$184.2K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,209-1,209-100%$169.1K$0-$169.1K2026-10-15
Morgan Stanley
N/A—1,064,684-1,064,684-100%$148.9M———
LPL Financial LLC
N/A—778,330-778,330-100%$108.9M———
Janney Montgomery Scott LLC
N/A—509,390-509,390-100%$71.3M———
Wells Fargo & Company
N/A—479,180-479,180-100%$67.0M———
Raymond James Financial Inc
N/A—268,371-268,371-100%$37.5M———
Bank of America Corp
N/A—224,857-224,857-100%$31.5M———
Modern Wealth Management, LLC
N/A—212,851-212,851-100%$29.8M———
Royal Bank of Canada
N/A—185,960-185,960-100%$26.0M———
UBS Group AG
N/A—184,252-184,252-100%$25.8M———
Osaic Holdings, Inc.
N/A—175,394-175,394-100%$24.5M———
HBK Sorce Advisory LLC
N/A—174,191-174,191-100%$24.3M———
&partners
N/A—137,868-137,868-100%$18.5M———
Silver OAK Securities, Incorporated
N/A—131,869-131,869-100%$18.4M———
Private Advisor Group, LLC
N/A—130,523-130,523-100%$18.3M———
Cetera Investment Advisers
N/A—120,610-120,610-100%$16.9M———
Envestnet Asset Management Inc
N/A—86,559-86,559-100%$12.1M———
Great Valley Advisor Group, Inc.
N/A—66,153-66,153-100%$9.3M———
Kingsview Wealth Management, LLC
N/A—61,448-61,448-100%$8.6M———
Ameritas Advisory Services, LLC
N/A—60,274-60,274-100%$8.4M———
Susquehanna International Group, LLP
N/A—59,540-59,540-100%$8.3M———
Rockefeller Capital Management L.P.
N/A—47,635-47,635-100%$6.7M———
Northwestern Mutual Wealth Management Co
N/A—46,437-46,437-100%$6.5M———
Goldman Sachs Group Inc
N/A—42,213-42,213-100%$5.9M———
MML Investors Services, LLC
N/A—34,990-34,990-100%$4.9M———
First Trust Advisors LP
N/A—32,844-32,844-100%$4.6M———
Sanctuary Advisors, LLC
N/A—28,585-28,585-100%$4.0M———
Baird Financial Group, Inc.
N/A—25,934-25,934-100%$3.6M———
GTS Securities LLC
N/A—25,392-25,392-100%$3.6M———
HighTower Advisors, LLC
N/A—17,004-17,004-100%$2.4M———
Captrust Financial Advisors
N/A—16,158-16,158-100%$2.3M———
Belpointe Asset Management LLC
N/A—16,135-16,135-100%$2.3M———
AssuredPartners Investment Advisors, LLC
N/A—15,877-15,877-100%$2.2M———
Mercer Global Advisors Inc
N/A—15,645-15,645-100%$2.2M———
Benjamin Edwards Inc
N/A—15,476-15,476-100%$2.2M———
Atlanta Consulting Group Advisors, LLC
N/A—15,049-15,049-100%$2.1M———
Jane Street Group, LLC
N/A—14,593-14,593-100%$2.0M———
Arkadios Wealth Advisors
N/A—14,019-14,019-100%$2.0M———
Hershey Financial Advisers, LLC
N/A—12,816-12,816-100%$1.8M———
Jones Financial Companies Lllp
N/A—12,635-12,635-100%$1.7M———
Focus Partners Wealth
N/A—12,390-12,390-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—12,332-12,332-100%$1.7M———
Stifel Financial Corp
N/A—12,115-12,115-100%$1.7M———
Summit Financial, LLC
N/A—12,103-12,103-100%$1.7M———
Harbour Investments, Inc.
N/A—11,738-11,738-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—11,514-11,514-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—11,349-11,349-100%$1.6M———
Centaurus Financial, Inc.
N/A—10,585-10,585-100%$1.5M———
Fiduciary Financial Advisors
N/A—10,476-10,476-100%$1.5M———
FMR LLC
N/A—10,419-10,419-100%$1.5M———
AE Wealth Management LLC
N/A—10,187-10,187-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—10,040-10,040-100%$1.4M———
RIK Saylor Financial, Inc.
N/A—9,370-9,370-100%$1.3M———
Ancora Advisors LLCA
N/A—8,970-8,970-100%$1.3M———
JPMorgan Chase & Co
N/A—8,766-8,766-100%$1.2M———
Arax Advisory Partners
N/A—8,698-8,698-100%$1.2M———
Citadel Advisors LLC
N/A—8,111-8,111-100%$1.1M———
Cozad Asset Management Inc
N/A—7,365-7,365-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—6,842-6,842-100%$957.0K———
Equitable Holdings, Inc.
N/A—6,828-6,828-100%$955.1K———
Proactive Wealth Strategies LLC
N/A—6,403-6,403-100%$895.5K———
Transamerica Financial Advisors, LLC
N/A—6,103-6,103-100%$853.7K———
Virtu Financial LLC
N/A—5,628-5,628-100%$787.0K———
NewEdge Advisors, LLC
N/A—5,490-5,490-100%$768.0K———
HRT Financial LP
N/A—5,405-5,405-100%$756.0K———
OneDigital Investment Advisors LLC
N/A—5,353-5,353-100%$748.7K———
Advisory Services Network, LLC
N/A—5,100-5,100-100%$713.4K———
Geneos Wealth Management Inc.
N/A—4,866-4,866-100%$680.7K———
IHT Wealth Management, LLC
N/A—4,745-4,745-100%$663.7K———
Gladstone Institutional Advisory LLC
N/A—4,631-4,631-100%$647.7K———
Regal Investment Advisors LLC
N/A—4,565-4,565-100%$638.6K———
Arkos Global Advisors
N/A—4,368-4,368-100%$611.0K———
HFG Advisors, Inc.
N/A—4,323-4,323-100%$604.7K———
Sargent Investment Group, LLC
N/A—4,165-4,165-100%$582.6K———
Fortis Capital Advisors, LLC
N/A—4,000-4,000-100%$559.5K———
Snowden Capital Advisors LLC
N/A—3,850-3,850-100%$538.6K———
FAS Wealth Partners, Inc.
N/A—3,784-3,784-100%$529.3K———
Nova Wealth Management, Inc.
N/A—3,728-3,728-100%$521.4K———
Icon Wealth Advisors, LLC
N/A—3,603-3,603-100%$503.9K———
Element Wealth, LLC
N/A—3,486-3,486-100%$487.6K———
Huntington National Bank
N/A—3,484-3,484-100%$487.3K———
IFS Group,LLC
N/A—3,393-3,393-100%$474.6K———
Mariner, LLC
N/A—3,320-3,320-100%$464.3K———
Savant Capital, LLC
N/A—3,296-3,296-100%$461.0K———
Merit Financial Group, LLC
N/A—3,240-3,240-100%$453.2K———
PNC Financial Services Group, Inc.
N/A—3,197-3,197-100%$447.2K———
Valmark Advisers, Inc.
N/A—3,138-3,138-100%$438.9K———
Clearwater Capital Advisors, LLC
N/A—3,101-3,101-100%$433.7K———
Perennial Investment Advisors, LLC
N/A—3,058-3,058-100%$427.7K———
Gateway Wealth Partners, LLC
N/A—2,940-2,940-100%$411.2K———
Tidemark, LLC
N/A—2,909-2,909-100%$406.9K———
Cresset Asset Management, LLC
N/A—2,833-2,833-100%$396.2K———
Flow Traders U.S. LLC
N/A—2,832-2,832-100%$396.0K———
ForthRight Wealth Management, LLC
N/A—2,813-2,813-100%$393.5K———
RPg Family Wealth Advisory, LLC
N/A—2,695-2,695-100%$377.0K———
Cerity Partners LLC
N/A—2,638-2,638-100%$369.0K———
Risk Paradigm Group, LLC
N/A—2,566-2,566-100%$358.9K———
O'shaughnessy Asset Management, LLC
N/A—2,538-2,538-100%$355.0K———
Tanglewood Legacy Advisors, LLC
N/A—2,495-2,495-100%$349.0K———
Ausdal Financial Partners, Inc.
N/A—2,345-2,345-100%$328.0K———
Allworth Financial LP
N/A—2,329-2,329-100%$325.8K———
NewEdge Wealth, LLC
N/A—2,301-2,301-100%$321.8K———
XTX Topco Ltd
N/A—2,201-2,201-100%$307.9K———
AQR Capital Management LLC
N/A—2,198-2,198-100%$307.4K———
HM Payson & Co
N/A—2,137-2,137-100%$298.9K———
Rathbones Group PLC
N/A—2,082-2,082-100%$291.2K———
HHM Wealth Advisors, LLC
N/A—2,000-2,000-100%$279.7K———
Bessemer Group Inc
N/A—1,984-1,984-100%$278.0K———
United Capital Financial Advisors, LLC
N/A—1,900-1,900-100%$265.8K———
BlackRock, Inc.
N/A—1,900-1,900-100%$265.8K———
Magnolia Capital Advisors LLC
N/A—1,887-1,887-100%$263.9K———
Sand Hill Global Advisors, LLC
N/A—1,821-1,821-100%$254.7K———
Garden State Investment Advisory Services LLC
N/A—1,750-1,750-100%$244.8K———
Regatta Research & Money Management
N/A—1,721-1,721-100%$240.2K———
Kovack Advisors, Inc.
N/A—1,706-1,706-100%$238.2K———
Concentrum Wealth Management
N/A—1,700-1,700-100%$237.8K———
Ameriprise Financial Inc
N/A—1,606-1,606-100%$224.6K———
TRB Wealth Management, LLC
N/A—1,581-1,581-100%$221.2K———
Principal Securities, Inc.
N/A—1,564-1,564-100%$218.8K———
UBS Asset Management Americas LLC
N/A—1,313-1,313-100%$183.7K———
IFG Advisory, LLC
N/A—1,275-1,275-100%$178.3K———
IAG Wealth Partners, LLC
N/A—1,272-1,272-100%$177.9K———
Tower Research Capital LLC (TRC)
N/A—991-991-100%$138.6K———
Johnson Financial Group, Inc.
N/A—910-910-100%$127.3K———
Russell Investments Group, Ltd.
N/A—853-853-100%$119.3K———
Hills Bank & Trust Co
N/A—850-850-100%$118.9K———
Allied Private Wealth LLC
N/A—833-833-100%$112.9K———
Colonial Trust Advisors
N/A—670-670-100%$93.7K———
Keating Financial Advisory Services, Inc.
N/A—555-555-100%$77.6K———
Mpwm Advisory Solutions, LLC
N/A—475-475-100%$66.4K———
Millstone Evans Group, LLC
N/A—411-411-100%$57.5K———
Vanguard Advisers Inc
N/A—262-262-100%$36.6K———
Alerus Financial NA
N/A—244-244-100%$34.1K———
Ankerstar Wealth, LLC
N/A—225-225-100%$31.5K———
Dunhill Financial, LLC
N/A—203-203-100%$28.4K———
Evelyn Partners Group Ltd
N/A—170-170-100%$23.8K———
Park Place Capital Corp
N/A—151-151-100%$21.1K———
Atlantic Union Bankshares Corp
N/A—150-150-100%$21.0K———
Global Retirement Partners, LLC
N/A—142-142-100%$19.9K———
Smartleaf Asset Management LLC
N/A—135-135-100%$18.8K———
Hantz Financial Services, Inc.
N/A—120-120-100%$17———
Strategic Wealth Partners, Ltd.
N/A—75-75-100%$10.5K———
Hollencrest Capital Management
N/A—65-65-100%$9.1K———
BFC Planning, Inc.
N/A—44-44-100%$6.2K———
Showing 249 of 249 institutions