First Trust Consumer Staples (FXG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

DECREASED

Shares232,324 from 297,896

Change-65,572 (-22%)

Value$13.4M (-$5.2M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares52,090 from 57,847

Change-5,757 (-10%)

Value$3.0M (-$610.8K)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares43,666 from 43,291

Change+375 (+1%)

Value$2.5M (-$186.3K)

Filed 2026-11-04

Signature Estate & Investment Advisors LLC

DECREASED

Shares20,851 from 20,958

Change-107 (-1%)

Value$1.2M (-$106.8K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares16,415 from 15,845

Change+570 (+4%)

Value$949.0K (-$43.2K)

Filed 2026-10-30

Kestra Advisory Services, LLC

DECREASED

Shares11,994 from 12,213

Change-219 (-2%)

Value$693.4K (-$71.3K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,571 from 20,892

Change-10,321 (-49%)

Value$611.0K (-$697.0K)

Filed 2026-11-02

Worthington Financial Partners, LLC

INCREASED

Shares9,995 from 9,927

Change+68 (+1%)

Value$577.8K (-$43.8K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares8,853 from 9,128

Change-275 (-3%)

Value$511.8K (-$59.8K)

Filed 2026-10-08

Meridian Wealth Management, LLC

UNCHANGED

Shares8,645 from 8,645

Change0 (0%)

Value$499.8K (-$41.5K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares7,187 from 7,511

Change-324 (-4%)

Value$415.5K (-$54.8K)

Filed 2026-11-02

Trueblood Wealth Management, LLC

DECREASED

Shares5,551 from 8,429

Change-2,878 (-34%)

Value$320.9K (-$206.9K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

NEW

Shares4,607

Change+4,607

Value$266.4K

Filed 2026-10-16

Spire Wealth Management

DECREASED

Shares4,472 from 4,473

Change-1 (0%)

Value$258.6K (-$21.5K)

Filed 2026-10-30

Cornerstone Wealth Management, LLC

INCREASED

Shares3,616 from 3,613

Change+3 (+0%)

Value$209.0K (-$17.2K)

Filed 2026-11-04

Global View Capital Management LLC

DECREASED

Shares3,599 from 3,681

Change-82 (-2%)

Value$208.1K (-$22.4K)

Filed 2026-10-28

Fifth Third Bancorp

UNCHANGED

Shares2,316 from 2,316

Change0 (0%)

Value$133.9K (-$11.1K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

DECREASED

Shares1,885 from 2,034

Change-149 (-7%)

Value$109.0K (-$18.4K)

Filed 2026-11-06

CX Institutional

INCREASED

Shares1,436 from 1,323

Change+113 (+9%)

Value$83 ($0)

Filed 2026-10-02

Dhjj Financial Advisors, Ltd.

DECREASED

Shares1,158 from 1,750

Change-592 (-34%)

Value$67.0K (-$42.6K)

Filed 2026-10-23

Lanark Financial, Inc.

DECREASED

Shares929 from 941

Change-12 (-1%)

Value$53.7K (-$5.2K)

Filed 2026-10-26

Hilton Head Capital Partners, LLC

DECREASED

Shares372 from 410

Change-38 (-9%)

Value$21.5K (-$4.2K)

Filed 2026-10-23

Larson Financial Group LLC

UNCHANGED

Shares285 from 285

Change0 (0%)

Value$16.5K (-$1.4K)

Filed 2026-11-05

Signaturefd, LLC

UNCHANGED

Shares274 from 274

Change0 (0%)

Value$15.8K (-$1.3K)

Filed 2026-10-23

CoreCap Advisors, LLC

DECREASED

Shares254 from 844

Change-590 (-70%)

Value$14.7K (-$38.2K)

Filed 2026-10-08

Balance Wealth Partners LLC

NEW

Shares250

Change+250

Value$14.5K

Filed 2026-10-27

Physician Wealth Advisors, Inc.

UNCHANGED

Shares241 from 241

Change0 (0%)

Value$13.9K (-$1.2K)

Filed 2026-10-20

RMG Wealth Management LLC

UNCHANGED

Shares232 from 232

Change0 (0%)

Value$14.5K (-$484)

Filed 2026-10-26

Winch Advisory Services, LLC

INCREASED

Shares225 from 224

Change+1 (+0%)

Value$13.0K (-$1.0K)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

NEW

Shares192

Change+192

Value$11.1K

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares154 from 154

Change0 (0%)

Value$8.9K (-$739)

Filed 2026-10-27

Capital Investment Advisory Services, LLC

DECREASED

Shares153 from 253

Change-100 (-40%)

Value$8.8K (-$7.0K)

Filed 2026-10-30

Allworth Financial LP

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$7.9K ($0)

Filed 2026-11-06

Compass Financial Management LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$7.2K (-$601)

Filed 2026-10-30

Toth Financial Advisory Corp

NEW

Shares87

Change+87

Value$5.0K

Filed 2026-10-08

Assetmark, Inc

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$4.8K (-$398)

Filed 2026-10-21

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$4.4K (-$366)

Filed 2026-10-16

High Note Wealth, LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$2.8K (-$235)

Filed 2026-10-27

Elevated Capital Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$231 (-$19)

Filed 2026-11-04

Main Street Group, LTD

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$58 (-$5)

Filed 2026-10-28

MGO One Seven LLC

CLOSED

Shares0 from 4,510

Change-4,510 (-100%)

Value$0 (-$282.4K)

Filed 2026-10-28

Stonebridge Financial Planning Group, LLC

CLOSED

Shares0 from 3,600

Change-3,600 (-100%)

Value$0 (-$225.4K)

Filed 2026-11-06

City State Bank

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$62.6K)

Filed 2026-10-20

MCF Advisors LLC

CLOSED

Shares0 from 240

Change-240 (-100%)

Value$0 (-$15.0K)

Filed 2026-10-28

AlphaCore Capital LLC

CLOSED

Shares0 from 192

Change-192 (-100%)

Value$0 (-$12.0K)

Filed 2026-11-04

Key Capital Management, Inc

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$1.8K)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-15

Founders Capital Management

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$211)

Filed 2026-10-13

Morgan Stanley

N/A

Shares— from 193,406

Change-193,406 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 164,660

Change-164,660 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 101,267

Change-101,267 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 92,468

Change-92,468 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 84,344

Change-84,344 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 67,381

Change-67,381 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 59,812

Change-59,812 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 58,748

Change-58,748 (-100%)

Value—

UBS Group AG

N/A

Shares— from 42,113

Change-42,113 (-100%)

Value—

Cedrus Wealth Group LLC

N/A

Shares— from 35,806

Change-35,806 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,299

Change-33,299 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 29,821

Change-29,821 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 28,269

Change-28,269 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 25,610

Change-25,610 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 23,497

Change-23,497 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 22,591

Change-22,591 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 17,182

Change-17,182 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 16,654

Change-16,654 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,419

Change-16,419 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 14,946

Change-14,946 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 14,643

Change-14,643 (-100%)

Value—

Schrum Private Wealth Management LLC

N/A

Shares— from 13,835

Change-13,835 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 9,535

Change-9,535 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 8,951

Change-8,951 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,926

Change-8,926 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 8,558

Change-8,558 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 8,543

Change-8,543 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7,313

Change-7,313 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,038

Change-7,038 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 6,866

Change-6,866 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 6,851

Change-6,851 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 6,400

Change-6,400 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 6,353

Change-6,353 (-100%)

Value—

Risk Paradigm Group, LLC

N/A

Shares— from 6,203

Change-6,203 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,071

Change-6,071 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 5,490

Change-5,490 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 5,451

Change-5,451 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 5,138

Change-5,138 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,896

Change-4,896 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 4,672

Change-4,672 (-100%)

Value—

Madden Advisory Services, Inc.

N/A

Shares— from 4,433

Change-4,433 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 4,356

Change-4,356 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,283

Change-3,283 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,113

Change-2,113 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,111

Change-2,111 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,060

Change-2,060 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,894

Change-1,894 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 1,840

Change-1,840 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 1,714

Change-1,714 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,396

Change-1,396 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,191

Change-1,191 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 1,070

Change-1,070 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 726

Change-726 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 272

Change-272 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 225

Change-225 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 149

Change-149 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 135

Change-135 (-100%)

Value—

Park Square Financial Group, LLC

N/A

Shares— from 119

Change-119 (-100%)

Value—

Blair William & Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	232,324	297,896	-65,572	-22%	$18.7M	$13.4M	-$5.2M	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	52,090	57,847	-5,757	-10%	$3.6M	$3.0M	-$610.8K	2026-11-02
Citigroup Inc	INCREASED	43,666	43,291	+375	+1%	$2.7M	$2.5M	-$186.3K	2026-11-04
Signature Estate & Investment Advisors LLC	DECREASED	20,851	20,958	-107	-1%	$1.3M	$1.2M	-$106.8K	2026-10-13
Truist Financial Corp	INCREASED	16,415	15,845	+570	+4%	$992.2K	$949.0K	-$43.2K	2026-10-30
Kestra Advisory Services, LLC	DECREASED	11,994	12,213	-219	-2%	$764.8K	$693.4K	-$71.3K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	10,571	20,892	-10,321	-49%	$1.3M	$611.0K	-$697.0K	2026-11-02
Worthington Financial Partners, LLC	INCREASED	9,995	9,927	+68	+1%	$621.7K	$577.8K	-$43.8K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	8,853	9,128	-275	-3%	$571.6K	$511.8K	-$59.8K	2026-10-08
Meridian Wealth Management, LLC	UNCHANGED	8,645	8,645	0	0%	$541.4K	$499.8K	-$41.5K	2026-11-05
Creative Planning	DECREASED	7,187	7,511	-324	-4%	$470.3K	$415.5K	-$54.8K	2026-11-02
Trueblood Wealth Management, LLC	DECREASED	5,551	8,429	-2,878	-34%	$527.8K	$320.9K	-$206.9K	2026-10-23
Concurrent Investment Advisors, LLC	NEW	4,607	—	+4,607	—	—	$266.4K	—	2026-10-16
Spire Wealth Management	DECREASED	4,472	4,473	-1	0%	$280.1K	$258.6K	-$21.5K	2026-10-30
Cornerstone Wealth Management, LLC	INCREASED	3,616	3,613	+3	+0%	$226.3K	$209.0K	-$17.2K	2026-11-04
Global View Capital Management LLC	DECREASED	3,599	3,681	-82	-2%	$230.5K	$208.1K	-$22.4K	2026-10-28
Fifth Third Bancorp	UNCHANGED	2,316	2,316	0	0%	$145.0K	$133.9K	-$11.1K	2026-11-05
PNC Financial Services Group, Inc.	DECREASED	1,885	2,034	-149	-7%	$127.4K	$109.0K	-$18.4K	2026-11-06
CX Institutional	INCREASED	1,436	1,323	+113	+9%	$83	$83	$0	2026-10-02
Dhjj Financial Advisors, Ltd.	DECREASED	1,158	1,750	-592	-34%	$109.6K	$67.0K	-$42.6K	2026-10-23
Lanark Financial, Inc.	DECREASED	929	941	-12	-1%	$58.9K	$53.7K	-$5.2K	2026-10-26
Hilton Head Capital Partners, LLC	DECREASED	372	410	-38	-9%	$25.7K	$21.5K	-$4.2K	2026-10-23
Larson Financial Group LLC	UNCHANGED	285	285	0	0%	$17.8K	$16.5K	-$1.4K	2026-11-05
Signaturefd, LLC	UNCHANGED	274	274	0	0%	$17.2K	$15.8K	-$1.3K	2026-10-23
CoreCap Advisors, LLC	DECREASED	254	844	-590	-70%	$52.9K	$14.7K	-$38.2K	2026-10-08
Balance Wealth Partners LLC	NEW	250	—	+250	—	—	$14.5K	—	2026-10-27
Physician Wealth Advisors, Inc.	UNCHANGED	241	241	0	0%	$15.1K	$13.9K	-$1.2K	2026-10-20
RMG Wealth Management LLC	UNCHANGED	232	232	0	0%	$15.0K	$14.5K	-$484	2026-10-26
Winch Advisory Services, LLC	INCREASED	225	224	+1	+0%	$14.0K	$13.0K	-$1.0K	2026-11-06
Allspring Global Investments Holdings, LLC	NEW	192	—	+192	—	—	$11.1K	—	2026-11-04
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	154	154	0	0%	$9.6K	$8.9K	-$739	2026-10-27
Capital Investment Advisory Services, LLC	DECREASED	153	253	-100	-40%	$15.8K	$8.8K	-$7.0K	2026-10-30
Allworth Financial LP	UNCHANGED	126	126	0	0%	$7.9K	$7.9K	$0	2026-11-06
Compass Financial Management LLC	UNCHANGED	125	125	0	0%	$7.8K	$7.2K	-$601	2026-10-30
Toth Financial Advisory Corp	NEW	87	—	+87	—	—	$5.0K	—	2026-10-08
Assetmark, Inc	UNCHANGED	83	83	0	0%	$5.2K	$4.8K	-$398	2026-10-21
DiNuzzo Private Wealth, Inc.	UNCHANGED	76	76	0	0%	$4.8K	$4.4K	-$366	2026-10-16
High Note Wealth, LLC	UNCHANGED	49	49	0	0%	$3.1K	$2.8K	-$235	2026-10-27
Elevated Capital Advisors, LLC	UNCHANGED	4	4	0	0%	$250	$231	-$19	2026-11-04
Main Street Group, LTD	UNCHANGED	1	1	0	0%	$63	$58	-$5	2026-10-28
MGO One Seven LLC	CLOSED	0	4,510	-4,510	-100%	$282.4K	$0	-$282.4K	2026-10-28
Stonebridge Financial Planning Group, LLC	CLOSED	0	3,600	-3,600	-100%	$225.4K	$0	-$225.4K	2026-11-06
City State Bank	CLOSED	0	1,000	-1,000	-100%	$62.6K	$0	-$62.6K	2026-10-20
MCF Advisors LLC	CLOSED	0	240	-240	-100%	$15.0K	$0	-$15.0K	2026-10-28
AlphaCore Capital LLC	CLOSED	0	192	-192	-100%	$12.0K	$0	-$12.0K	2026-11-04
Key Capital Management, Inc	CLOSED	0	29	-29	-100%	$1.8K	$0	-$1.8K	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	28	-28	-100%	$2.0K	$0	-$2.0K	2026-10-15
Founders Capital Management	CLOSED	0	3	-3	-100%	$211	$0	-$211	2026-10-13
Morgan Stanley	N/A	—	193,406	-193,406	-100%	$12.1M	—	—	—
Wells Fargo & Company	N/A	—	164,660	-164,660	-100%	$10.3M	—	—	—
Independent Advisor Alliance	N/A	—	101,267	-101,267	-100%	$6.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	92,468	-92,468	-100%	$5.8M	—	—	—
Raymond James Financial Inc	N/A	—	84,344	-84,344	-100%	$5.3M	—	—	—
Stifel Financial Corp	N/A	—	67,381	-67,381	-100%	$4.2M	—	—	—
Royal Bank of Canada	N/A	—	59,812	-59,812	-100%	$3.7M	—	—	—
Bank of America Corp	N/A	—	58,748	-58,748	-100%	$3.7M	—	—	—
UBS Group AG	N/A	—	42,113	-42,113	-100%	$2.6M	—	—	—
Cedrus Wealth Group LLC	N/A	—	35,806	-35,806	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,299	-33,299	-100%	$2.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	29,821	-29,821	-100%	$1.9M	—	—	—
Pgim Custom Harvest LLC	N/A	—	28,269	-28,269	-100%	$1.8M	—	—	—
Janney Montgomery Scott LLC	N/A	—	25,610	-25,610	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	23,497	-23,497	-100%	$1.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	22,591	-22,591	-100%	$1.4M	—	—	—
Proactive Wealth Strategies LLC	N/A	—	17,182	-17,182	-100%	$1.1M	—	—	—
Regal Investment Advisors LLC	N/A	—	16,654	-16,654	-100%	$1.0M	—	—	—
Cetera Investment Advisers	N/A	—	16,419	-16,419	-100%	$1.0M	—	—	—
Harbour Investments, Inc.	N/A	—	14,946	-14,946	-100%	$935.9K	—	—	—
JPMorgan Chase & Co	N/A	—	14,643	-14,643	-100%	$929.5K	—	—	—
Schrum Private Wealth Management LLC	N/A	—	13,835	-13,835	-100%	$891.5K	—	—	—
HRT Financial LP	N/A	—	9,535	-9,535	-100%	$597.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	8,951	-8,951	-100%	$560.5K	—	—	—
Private Advisor Group, LLC	N/A	—	8,926	-8,926	-100%	$558.9K	—	—	—
Pacific SUN Financial Corp	N/A	—	8,558	-8,558	-100%	$535.9K	—	—	—
Waverly Advisors, LLC	N/A	—	8,543	-8,543	-100%	$535.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7,313	-7,313	-100%	$457.9K	—	—	—
HighTower Advisors, LLC	N/A	—	7,038	-7,038	-100%	$440.7K	—	—	—
GTS Securities LLC	N/A	—	6,866	-6,866	-100%	$429.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	6,851	-6,851	-100%	$429.0K	—	—	—
Two Sigma Investments, LP	N/A	—	6,400	-6,400	-100%	$400.8K	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	6,353	-6,353	-100%	$397.8K	—	—	—
Risk Paradigm Group, LLC	N/A	—	6,203	-6,203	-100%	$388.4K	—	—	—
MML Investors Services, LLC	N/A	—	6,071	-6,071	-100%	$380.2K	—	—	—
Belpointe Asset Management LLC	N/A	—	5,490	-5,490	-100%	$343.8K	—	—	—
Summit Financial, LLC	N/A	—	5,451	-5,451	-100%	$341.3K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	5,138	-5,138	-100%	$321.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,896	-4,896	-100%	$306.6K	—	—	—
Nova Wealth Management, Inc.	N/A	—	4,672	-4,672	-100%	$292.6K	—	—	—
Madden Advisory Services, Inc.	N/A	—	4,433	-4,433	-100%	$277.6K	—	—	—
Gotham Asset Management, LLC	N/A	—	4,356	-4,356	-100%	$272.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,283	-3,283	-100%	$208.1K	—	—	—
FMR LLC	N/A	—	2,113	-2,113	-100%	$132.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,111	-2,111	-100%	$132.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,100	-2,100	-100%	$131.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,060	-2,060	-100%	$129.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,894	-1,894	-100%	$118.6K	—	—	—
Bellevue Asset Management, LLC	N/A	—	1,840	-1,840	-100%	$115.2K	—	—	—
Howe & Rusling Inc	N/A	—	1,714	-1,714	-100%	$107.3K	—	—	—
BFC Planning, Inc.	N/A	—	1,396	-1,396	-100%	$87.4K	—	—	—
BlackRock, Inc.	N/A	—	1,191	-1,191	-100%	$74.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	1,070	-1,070	-100%	$67.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	726	-726	-100%	$45.5K	—	—	—
IFG Advisory, LLC	N/A	—	280	-280	-100%	$17.5K	—	—	—
AE Wealth Management LLC	N/A	—	272	-272	-100%	$17.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	225	-225	-100%	$14.1K	—	—	—
Arax Advisory Partners	N/A	—	149	-149	-100%	$9.3K	—	—	—
Topsail Wealth Management, LLC	N/A	—	135	-135	-100%	$8.5K	—	—	—
Park Square Financial Group, LLC	N/A	—	119	-119	-100%	$7.5K	—	—	—
Blair William & Co	N/A	—	100	-100	-100%	$6.3K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	65	-65	-100%	$4.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	41	-41	-100%	$2.6K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	4	-4	-100%	$251	—	—	—
Capital Advisor Network LLC	N/A	—	3	-3	-100%	$188	—	—	—

Showing 113 of 113 institutions