First Trust Consumer Discret (FXD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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TradeWell Securities, Llc.

INCREASED

Shares34,947 from 32,487

Change+2,460 (+8%)

Value$2.2M (-$5.7K)

Filed 2026-10-21

Truist Financial Corp

DECREASED

Shares34,725 from 47,025

Change-12,300 (-26%)

Value$2.2M (-$1.0M)

Filed 2026-10-30

Paragon Private Wealth Management, LLC

DECREASED

Shares29,117 from 33,377

Change-4,260 (-13%)

Value$1.9M (-$441.2K)

Filed 2026-10-20

Cottonwood Capital Advisors, LLC

DECREASED

Shares21,915 from 21,987

Change-72 (0%)

Value$1.4M (-$115.3K)

Filed 2026-10-20

Kestra Advisory Services, LLC

INCREASED

Shares21,415 from 17,179

Change+4,236 (+25%)

Value$1.4M (+$185.1K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares11,292 from 17,178

Change-5,886 (-34%)

Value$724.2K (-$464.0K)

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares10,636 from 11,025

Change-389 (-4%)

Value$682.1K (-$80.4K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares9,149 from 10,589

Change-1,440 (-14%)

Value$587.0K (-$145.0K)

Filed 2026-11-02

MTM Investment Management, LLC

UNCHANGED

Shares8,422 from 8,422

Change0 (0%)

Value$540.1K (-$42.4K)

Filed 2026-10-30

Elser Financial Planning, Inc

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$513.1K (-$40.3K)

Filed 2026-10-16

Retirement Planning Group, LLC

UNCHANGED

Shares7,803 from 7,803

Change0 (0%)

Value$500.4K (-$39.3K)

Filed 2026-10-19

Creative Planning

INCREASED

Shares5,409 from 4,722

Change+687 (+15%)

Value$346.9K (+$20.3K)

Filed 2026-11-02

Morey & Quinn Wealth Partners, LLC

INCREASED

Shares5,213 from 5,028

Change+185 (+4%)

Value$334.3K (-$13.4K)

Filed 2026-10-28

Hilton Head Capital Partners, LLC

DECREASED

Shares4,724 from 4,762

Change-38 (-1%)

Value$303.0K (-$26.4K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

NEW

Shares3,796

Change+3,796

Value$243.5K

Filed 2026-10-16

Ballew Advisors, Inc

UNCHANGED

Shares3,632 from 3,632

Change0 (0%)

Value$234.6K (-$18.4K)

Filed 2026-10-05

International Assets Investment Management, LLC

UNCHANGED

Shares3,112 from 3,112

Change0 (0%)

Value$200.7K (-$14.1K)

Filed 2026-11-02

Parallel Advisors, LLC

INCREASED

Shares2,541 from 1,579

Change+962 (+61%)

Value$163.0K (+$53.7K)

Filed 2026-11-03

Fifth Third Bancorp

UNCHANGED

Shares1,826 from 1,826

Change0 (0%)

Value$117.1K (-$9.2K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares1,474 from 11,788

Change-10,314 (-87%)

Value$94.5K (-$720.8K)

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares1,310 from 1,319

Change-9 (-1%)

Value$84.0K (-$7.2K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares1,156 from 1,453

Change-297 (-20%)

Value$74.1K (-$26.4K)

Filed 2026-10-16

Reap Financial Group, LLC

INCREASED

Shares823 from 821

Change+2 (+0%)

Value$52.8K (-$4.0K)

Filed 2026-11-02

CX Institutional

INCREASED

Shares728 from 716

Change+12 (+2%)

Value$47 (-$3)

Filed 2026-10-02

Piscataqua Savings Bank

UNCHANGED

Shares465 from 465

Change0 (0%)

Value$29.8K (-$2.3K)

Filed 2026-10-21

Atwood & Palmer Inc

DECREASED

Shares400 from 545

Change-145 (-27%)

Value$25.7K (-$12.0K)

Filed 2026-10-08

Signaturefd, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$25.7K (-$2.0K)

Filed 2026-10-23

Lanark Financial, Inc.

UNCHANGED

Shares330 from 330

Change0 (0%)

Value$21.2K (-$1.7K)

Filed 2026-10-26

Nfsg Corp

UNCHANGED

Shares315 from 315

Change0 (0%)

Value$20.2K (-$1.6K)

Filed 2026-10-15

McCarley & Cook Financial Planners

UNCHANGED

Shares281 from 281

Change0 (0%)

Value$18.0K (-$1.4K)

Filed 2026-10-21

Gamma Investing LLC

UNCHANGED

Shares269 from 269

Change0 (0%)

Value$17.3K (-$1.4K)

Filed 2026-10-08

Mascoma Wealth Management LLC

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$11.4K (-$891)

Filed 2026-10-23

Mather Group, Llc.

NEW

Shares174

Change+174

Value$11.2K

Filed 2026-10-14

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$4.1K (-$322)

Filed 2026-11-02

Balance Wealth Partners LLC

NEW

Shares49

Change+49

Value$3.2K

Filed 2026-10-27

Brown, Lisle Ings, Inc.

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$2.2K (-$176)

Filed 2026-10-16

POM Investment Strategies, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.1K (-$86)

Filed 2026-10-20

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$321 (-$25)

Filed 2026-10-23

Realta Investment Advisors

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$33 (-$2)

Filed 2026-10-14

US Bancorp \de\

CLOSED

Shares0 from 219

Change-219 (-100%)

Value$0 (-$15.1K)

Filed 2026-11-05

Key Capital Management, Inc

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 497,599

Change-497,599 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 389,948

Change-389,948 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 146,906

Change-146,906 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 140,473

Change-140,473 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 119,282

Change-119,282 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 75,547

Change-75,547 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 74,409

Change-74,409 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 53,744

Change-53,744 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 35,256

Change-35,256 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,215

Change-33,215 (-100%)

Value—

UBS Group AG

N/A

Shares— from 32,783

Change-32,783 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 25,473

Change-25,473 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 24,457

Change-24,457 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 20,666

Change-20,666 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,866

Change-16,866 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,625

Change-15,625 (-100%)

Value—

Schrum Private Wealth Management LLC

N/A

Shares— from 14,006

Change-14,006 (-100%)

Value—

Stephens Inc

N/A

Shares— from 13,998

Change-13,998 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 13,811

Change-13,811 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,714

Change-13,714 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,034

Change-13,034 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 12,332

Change-12,332 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 11,296

Change-11,296 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 10,570

Change-10,570 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 9,287

Change-9,287 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,476

Change-8,476 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 8,066

Change-8,066 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 7,190

Change-7,190 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,024

Change-7,024 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 6,939

Change-6,939 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,065

Change-6,065 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 5,931

Change-5,931 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 5,918

Change-5,918 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 5,783

Change-5,783 (-100%)

Value—

Risk Paradigm Group, LLC

N/A

Shares— from 5,762

Change-5,762 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 5,404

Change-5,404 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 5,031

Change-5,031 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 4,864

Change-4,864 (-100%)

Value—

&partners

N/A

Shares— from 4,307

Change-4,307 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,161

Change-4,161 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,063

Change-4,063 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 3,855

Change-3,855 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,792

Change-3,792 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,741

Change-3,741 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 2,954

Change-2,954 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 2,936

Change-2,936 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 2,936

Change-2,936 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,813

Change-1,813 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 1,495

Change-1,495 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,345

Change-1,345 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,103

Change-1,103 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 950

Change-950 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 582

Change-582 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 550

Change-550 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 530

Change-530 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 474

Change-474 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 433

Change-433 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 283

Change-283 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 216

Change-216 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 171

Change-171 (-100%)

Value—

Park Square Financial Group, LLC

N/A

Shares— from 134

Change-134 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 108

Change-108 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 85

Change-85 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 73

Change-73 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

Broadwater Capital Management LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Natixis

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
TradeWell Securities, Llc.	INCREASED	34,947	32,487	+2,460	+8%	$2.2M	$2.2M	-$5.7K	2026-10-21
Truist Financial Corp	DECREASED	34,725	47,025	-12,300	-26%	$3.3M	$2.2M	-$1.0M	2026-10-30
Paragon Private Wealth Management, LLC	DECREASED	29,117	33,377	-4,260	-13%	$2.3M	$1.9M	-$441.2K	2026-10-20
Cottonwood Capital Advisors, LLC	DECREASED	21,915	21,987	-72	0%	$1.5M	$1.4M	-$115.3K	2026-10-20
Kestra Advisory Services, LLC	INCREASED	21,415	17,179	+4,236	+25%	$1.2M	$1.4M	+$185.1K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	11,292	17,178	-5,886	-34%	$1.2M	$724.2K	-$464.0K	2026-11-02
Farther Finance Advisors, LLC	DECREASED	10,636	11,025	-389	-4%	$762.6K	$682.1K	-$80.4K	2026-10-08
Cambridge Investment Research Advisors, Inc.	DECREASED	9,149	10,589	-1,440	-14%	$732.0K	$587.0K	-$145.0K	2026-11-02
MTM Investment Management, LLC	UNCHANGED	8,422	8,422	0	0%	$582.5K	$540.1K	-$42.4K	2026-10-30
Elser Financial Planning, Inc	UNCHANGED	8,000	8,000	0	0%	$553.3K	$513.1K	-$40.3K	2026-10-16
Retirement Planning Group, LLC	UNCHANGED	7,803	7,803	0	0%	$539.7K	$500.4K	-$39.3K	2026-10-19
Creative Planning	INCREASED	5,409	4,722	+687	+15%	$326.6K	$346.9K	+$20.3K	2026-11-02
Morey & Quinn Wealth Partners, LLC	INCREASED	5,213	5,028	+185	+4%	$347.8K	$334.3K	-$13.4K	2026-10-28
Hilton Head Capital Partners, LLC	DECREASED	4,724	4,762	-38	-1%	$329.4K	$303.0K	-$26.4K	2026-10-23
Concurrent Investment Advisors, LLC	NEW	3,796	—	+3,796	—	—	$243.5K	—	2026-10-16
Ballew Advisors, Inc	UNCHANGED	3,632	3,632	0	0%	$253.0K	$234.6K	-$18.4K	2026-10-05
International Assets Investment Management, LLC	UNCHANGED	3,112	3,112	0	0%	$214.8K	$200.7K	-$14.1K	2026-11-02
Parallel Advisors, LLC	INCREASED	2,541	1,579	+962	+61%	$109.2K	$163.0K	+$53.7K	2026-11-03
Fifth Third Bancorp	UNCHANGED	1,826	1,826	0	0%	$126.3K	$117.1K	-$9.2K	2026-11-05
Citigroup Inc	DECREASED	1,474	11,788	-10,314	-87%	$815.3K	$94.5K	-$720.8K	2026-11-04
CoreCap Advisors, LLC	DECREASED	1,310	1,319	-9	-1%	$91.2K	$84.0K	-$7.2K	2026-10-08
IFP Advisors, Inc	DECREASED	1,156	1,453	-297	-20%	$100.5K	$74.1K	-$26.4K	2026-10-16
Reap Financial Group, LLC	INCREASED	823	821	+2	+0%	$56.8K	$52.8K	-$4.0K	2026-11-02
CX Institutional	INCREASED	728	716	+12	+2%	$50	$47	-$3	2026-10-02
Piscataqua Savings Bank	UNCHANGED	465	465	0	0%	$32.2K	$29.8K	-$2.3K	2026-10-21
Atwood & Palmer Inc	DECREASED	400	545	-145	-27%	$37.7K	$25.7K	-$12.0K	2026-10-08
Signaturefd, LLC	UNCHANGED	400	400	0	0%	$27.7K	$25.7K	-$2.0K	2026-10-23
Lanark Financial, Inc.	UNCHANGED	330	330	0	0%	$22.8K	$21.2K	-$1.7K	2026-10-26
Nfsg Corp	UNCHANGED	315	315	0	0%	$21.8K	$20.2K	-$1.6K	2026-10-15
McCarley & Cook Financial Planners	UNCHANGED	281	281	0	0%	$19.4K	$18.0K	-$1.4K	2026-10-21
Gamma Investing LLC	UNCHANGED	269	269	0	0%	$18.6K	$17.3K	-$1.4K	2026-10-08
Mascoma Wealth Management LLC	UNCHANGED	177	177	0	0%	$12.2K	$11.4K	-$891	2026-10-23
Mather Group, Llc.	NEW	174	—	+174	—	—	$11.2K	—	2026-10-14
Quest 10 Wealth Builders, Inc.	UNCHANGED	64	64	0	0%	$4.4K	$4.1K	-$322	2026-11-02
Balance Wealth Partners LLC	NEW	49	—	+49	—	—	$3.2K	—	2026-10-27
Brown, Lisle Ings, Inc.	UNCHANGED	35	35	0	0%	$2.4K	$2.2K	-$176	2026-10-16
POM Investment Strategies, LLC	UNCHANGED	17	17	0	0%	$1.2K	$1.1K	-$86	2026-10-20
Dhjj Financial Advisors, Ltd.	UNCHANGED	5	5	0	0%	$346	$321	-$25	2026-10-23
Realta Investment Advisors	UNCHANGED	1	1	0	0%	$35	$33	-$2	2026-10-14
US Bancorp \de\	CLOSED	0	219	-219	-100%	$15.1K	$0	-$15.1K	2026-11-05
Key Capital Management, Inc	CLOSED	0	16	-16	-100%	$1.1K	$0	-$1.1K	2026-11-03
Morgan Stanley	N/A	—	497,599	-497,599	-100%	$34.4M	—	—	—
Wells Fargo & Company	N/A	—	389,948	-389,948	-100%	$27.0M	—	—	—
Raymond James Financial Inc	N/A	—	146,906	-146,906	-100%	$10.2M	—	—	—
LPL Financial LLC	N/A	—	140,473	-140,473	-100%	$9.7M	—	—	—
Bank of America Corp	N/A	—	119,282	-119,282	-100%	$8.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	75,547	-75,547	-100%	$5.2M	—	—	—
Stifel Financial Corp	N/A	—	74,409	-74,409	-100%	$5.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	53,744	-53,744	-100%	$3.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	50,000	-50,000	-100%	$3.5M	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	35,256	-35,256	-100%	$3.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,215	-33,215	-100%	$2.3M	—	—	—
UBS Group AG	N/A	—	32,783	-32,783	-100%	$2.3M	—	—	—
Ameriprise Financial Inc	N/A	—	25,473	-25,473	-100%	$1.8M	—	—	—
Royal Bank of Canada	N/A	—	24,457	-24,457	-100%	$1.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	20,666	-20,666	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	16,866	-16,866	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	15,625	-15,625	-100%	$1.1M	—	—	—
Schrum Private Wealth Management LLC	N/A	—	14,006	-14,006	-100%	$839.1K	—	—	—
Stephens Inc	N/A	—	13,998	-13,998	-100%	$968.2K	—	—	—
Pgim Custom Harvest LLC	N/A	—	13,811	-13,811	-100%	$955.3K	—	—	—
JPMorgan Chase & Co	N/A	—	13,714	-13,714	-100%	$953.3K	—	—	—
Citadel Advisors LLC	N/A	—	13,034	-13,034	-100%	$901.5K	—	—	—
Summit Financial, LLC	N/A	—	12,332	-12,332	-100%	$853.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	11,296	-11,296	-100%	$781.3K	—	—	—
MML Investors Services, LLC	N/A	—	10,570	-10,570	-100%	$731.1K	—	—	—
Private Advisor Group, LLC	N/A	—	9,287	-9,287	-100%	$642.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,476	-8,476	-100%	$586.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	8,073	-8,073	-100%	$558.4K	—	—	—
Baird Financial Group, Inc.	N/A	—	8,066	-8,066	-100%	$557.9K	—	—	—
Navellier & Associates Inc	N/A	—	7,190	-7,190	-100%	$497.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,024	-7,024	-100%	$493.5K	—	—	—
IHT Wealth Management, LLC	N/A	—	6,939	-6,939	-100%	$479.9K	—	—	—
Jane Street Group, LLC	N/A	—	6,065	-6,065	-100%	$419.5K	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	5,931	-5,931	-100%	$410.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	5,918	-5,918	-100%	$409.3K	—	—	—
Level Four Advisory Services, LLC	N/A	—	5,783	-5,783	-100%	$400.0K	—	—	—
Risk Paradigm Group, LLC	N/A	—	5,762	-5,762	-100%	$398.5K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	5,404	-5,404	-100%	$274.8K	—	—	—
Waverly Advisors, LLC	N/A	—	5,031	-5,031	-100%	$348.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	4,864	-4,864	-100%	$336.4K	—	—	—
&partners	N/A	—	4,307	-4,307	-100%	$297.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,161	-4,161	-100%	$287.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,063	-4,063	-100%	$281.0K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	3,855	-3,855	-100%	$266.6K	—	—	—
BlackRock, Inc.	N/A	—	3,792	-3,792	-100%	$262.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,741	-3,741	-100%	$258.8K	—	—	—
HRT Financial LP	N/A	—	2,954	-2,954	-100%	$204.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	2,936	-2,936	-100%	$203.1K	—	—	—
MAI Capital Management	N/A	—	2,936	-2,936	-100%	$203.1K	—	—	—
Harbour Investments, Inc.	N/A	—	1,813	-1,813	-100%	$125.4K	—	—	—
Topsail Wealth Management, LLC	N/A	—	1,495	-1,495	-100%	$103.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,345	-1,345	-100%	$93.0K	—	—	—
FMR LLC	N/A	—	1,103	-1,103	-100%	$76.3K	—	—	—
Franklin Resources Inc	N/A	—	950	-950	-100%	$65.7K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	582	-582	-100%	$40.2K	—	—	—
National Bank of Canada	N/A	—	550	-550	-100%	$38.0K	—	—	—
SHP Wealth Management	N/A	—	530	-530	-100%	$36.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	474	-474	-100%	$32.8K	—	—	—
AE Wealth Management LLC	N/A	—	433	-433	-100%	$30.0K	—	—	—
IFG Advisory, LLC	N/A	—	420	-420	-100%	$29.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	283	-283	-100%	$19.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	216	-216	-100%	$15.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	171	-171	-100%	$11.8K	—	—	—
Park Square Financial Group, LLC	N/A	—	134	-134	-100%	$9.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	108	-108	-100%	$7.5K	—	—	—
Nova Wealth Management, Inc.	N/A	—	85	-85	-100%	$5.9K	—	—	—
Arax Advisory Partners	N/A	—	73	-73	-100%	$5.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	61	-61	-100%	$4.2K	—	—	—
Broadwater Capital Management LLC	N/A	—	47	-47	-100%	$3.3K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	20	-20	-100%	$1.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	6	-6	-100%	$428	—	—	—
HHM Wealth Advisors, LLC	N/A	—	5	-5	-100%	$346	—	—	—
Natixis	N/A	—	1	-1	-100%	$69	—	—	—

Showing 114 of 114 institutions