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First Trust Financial Alphad (FXO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TradeWell Securities, Llc.
INCREASED
Shares169,009 from 161,354
Change+7,655 (+5%)
Value$10.2M (+$167.2K)
Filed 2026-10-21
Perryman Financial Advisory Inc
INCREASED
Shares156,577 from 156,419
Change+158 (+0%)
Value$9.5M (-$278.2K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares156,368 from 193,074
Change-36,706 (-19%)
Value$9.5M (-$2.6M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares147,505 from 145,719
Change+1,786 (+1%)
Value$8.9M (-$159.9K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares118,142 from 105,889
Change+12,253 (+12%)
Value$7.2M (+$548.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares74,518 from 49,158
Change+25,360 (+52%)
Value$4.5M (+$1.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares70,994 from 70,866
Change+128 (+0%)
Value$4.3M (-$122.6K)
Filed 2026-10-30
SFI Advisors, LLC
DECREASED
Shares70,951 from 71,126
Change-175 (0%)
Value$4.3M (-$141.5K)
Filed 2026-10-30
Choice Wealth Advisors LLC
DECREASED
Shares40,090 from 40,451
Change-361 (-1%)
Value$2.4M (-$96.3K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares40,040 from 32,847
Change+7,193 (+22%)
Value$2.4M (+$375.6K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
DECREASED
Shares37,023 from 43,185
Change-6,162 (-14%)
Value$2.2M (-$453.0K)
Filed 2026-11-04
Paller Financial Services Inc
DECREASED
Shares31,790 from 32,989
Change-1,199 (-4%)
Value$1.9M (-$133.4K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares29,103 from 31,432
Change-2,329 (-7%)
Value$1.9M (-$100.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
DECREASED
Shares27,874 from 27,944
Change-70 (0%)
Value$1.7M (-$72.5K)
Filed 2026-11-02
Crumly & Associates Inc.
UNCHANGED
Shares25,838 from 25,838
Change0 (0%)
Value$1.6M (-$47.5K)
Filed 2026-10-07
Harmony Asset Management LLC
DECREASED
Shares25,559 from 25,591
Change-32 (0%)
Value$1.5M (-$49.0K)
Filed 2026-10-20
Worthington Financial Partners, LLC
DECREASED
Shares24,063 from 24,113
Change-50 (0%)
Value$1.5M (-$47.4K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares23,072 from 22,764
Change+308 (+1%)
Value$1.4M (-$23.2K)
Filed 2026-11-05
Certified Advisory Corp
DECREASED
Shares22,772 from 22,841
Change-69 (0%)
Value$1.4M (-$46.2K)
Filed 2026-10-29
Wagner Wealth Management, LLC
DECREASED
Shares22,764 from 24,537
Change-1,773 (-7%)
Value$1.4M (-$152.6K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares22,422 from 23,208
Change-786 (-3%)
Value$1.4M (-$90.4K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares21,503 from 31,199
Change-9,696 (-31%)
Value$1.3M (-$645.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares20,501 from 21,367
Change-866 (-4%)
Value$1.2M (-$91.8K)
Filed 2026-10-08
Ballew Advisors, Inc
DECREASED
Shares20,466 from 20,829
Change-363 (-2%)
Value$1.3M (-$80.1K)
Filed 2026-10-05
Blueprint Financial Advisors LLC
UNCHANGED
Shares18,569 from 18,569
Change0 (0%)
Value$1.1M (-$34.2K)
Filed 2026-10-28
Blueprint Investment Partners LLC
UNCHANGED
Shares18,569 from 18,569
Change0 (0%)
Value$1.1M (-$34.2K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares17,848 from 16,603
Change+1,245 (+8%)
Value$1.1M (+$44.9K)
Filed 2026-11-05
Montis Financial, LLC
DECREASED
Shares17,775 from 18,262
Change-487 (-3%)
Value$1.1M (-$63.1K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares16,548 from 17,749
Change-1,201 (-7%)
Value$1.0M (-$105.5K)
Filed 2026-10-29
TrueWealth Advisors, LLC
INCREASED
Shares13,470 from 12,564
Change+906 (+7%)
Value$816.5K (+$31.8K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares13,056 from 12,674
Change+382 (+3%)
Value$791.5K (-$169)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares12,870 from 13,258
Change-388 (-3%)
Value$780.2K (-$47.9K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares12,730 from 12,728
Change+2 (+0%)
Value$771.7K (-$23.3K)
Filed 2026-10-28
HF Advisory Group, LLC
DECREASED
Shares11,558 from 11,790
Change-232 (-2%)
Value$700.7K (-$35.7K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares10,411 from 10,283
Change+128 (+1%)
Value$631.1K (-$11.2K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares8,570 from 8,525
Change+45 (+1%)
Value$519.5K (-$13.0K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares8,492 from 8,438
Change+54 (+1%)
Value$515 (-$12)
Filed 2026-10-02
Focus Financial Network, Inc.
INCREASED
Shares8,394 from 8,082
Change+312 (+4%)
Value$508.8K (+$4.0K)
Filed 2026-10-14
Southland Equity Partners LLC
UNCHANGED
Shares8,172 from 8,172
Change0 (0%)
Value$495.4K (-$15.0K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares7,917 from 6,132
Change+1,785 (+29%)
Value$479.9K (+$96.9K)
Filed 2026-11-03
Blue Trust, Inc.
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$417.7K (-$12.7K)
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares6,774 from 8,750
Change-1,976 (-23%)
Value$410.7K (-$135.9K)
Filed 2026-10-26
Carlson Financial, Inc.
DECREASED
Shares6,523 from 6,574
Change-51 (-1%)
Value$395.5K (-$14.9K)
Filed 2026-11-05
Advisory Advocates, LLC
UNCHANGED
Shares6,501 from 6,501
Change0 (0%)
Value$394.1K (-$12.0K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
INCREASED
Shares6,318 from 6,070
Change+248 (+4%)
Value$383.0K (+$3.9K)
Filed 2026-10-16
Register Financial Advisors LLC
INCREASED
Shares6,228 from 6,134
Change+94 (+2%)
Value$377.5K (-$5.6K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
DECREASED
Shares5,768 from 5,958
Change-190 (-3%)
Value$349.6K (-$22.5K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares5,551 from 5,618
Change-67 (-1%)
Value$336.0K (-$15.0K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,507 from 5,505
Change+2 (+0%)
Value$341.5K (-$11.7K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,434 from 5,735
Change-301 (-5%)
Value$329.4K (-$28.8K)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares5,419 from 5,414
Change+5 (+0%)
Value$328.5K (-$9.6K)
Filed 2026-10-19
Venture Visionary Partners LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$315.2K (-$9.6K)
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
INCREASED
Shares5,150 from 5,123
Change+27 (+1%)
Value$312.2K (-$7.8K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,054 from 4,984
Change+70 (+1%)
Value$306.4K (-$4.9K)
Filed 2026-11-03
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares4,851 from 4,961
Change-110 (-2%)
Value$294.1K (-$15.8K)
Filed 2026-10-28
ROI Financial Advisors, LLC
DECREASED
Shares4,511 from 4,575
Change-64 (-1%)
Value$273.5K (-$12.3K)
Filed 2026-10-19
Balboa Wealth Partners
NEW
Shares4,235
Change+4,235
Value$256.7K
Filed 2026-10-20
Purus Wealth Management, LLC
UNCHANGED
Shares4,127 from 4,127
Change0 (0%)
Value$250.2K (-$7.6K)
Filed 2026-10-15
Sound Income Strategies, LLC
UNCHANGED
Shares3,976 from 3,976
Change0 (0%)
Value$246.6K (-$1.8K)
Filed 2026-10-09
Centerpoint Advisory Group
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$237.6K (-$7.2K)
Filed 2026-10-23
Indivisible Partners
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$236.6K (-$7.2K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares3,868 from 3,919
Change-51 (-1%)
Value$234.5K (-$10.3K)
Filed 2026-10-19
MTM Investment Management, LLC
UNCHANGED
Shares3,811 from 3,811
Change0 (0%)
Value$231.0K (-$7.0K)
Filed 2026-10-30
Old National Bancorp
UNCHANGED
Shares3,785 from 3,785
Change0 (0%)
Value$229.4K (-$7.0K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
NEW
Shares3,672
Change+3,672
Value$239.7K
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares3,543 from 6,843
Change-3,300 (-48%)
Value$226.0K (-$191.2K)
Filed 2026-11-03
Capital Square, LLC
NEW
Shares3,506
Change+3,506
Value$213.2K
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
NEW
Shares3,417
Change+3,417
Value$207.2K
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,327 from 3,307
Change+20 (+1%)
Value$201.7K (-$4.9K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares3,324 from 3,388
Change-64 (-2%)
Value$201.5K (-$10.1K)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares3,225 from 4,052
Change-827 (-20%)
Value$195.5K (-$57.6K)
Filed 2026-10-08
First Financial Corp
UNCHANGED
Shares3,021 from 3,021
Change0 (0%)
Value$183.1K (-$5.6K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares3,003 from 1,057
Change+1,946 (+184%)
Value$182.1K (+$116.0K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares2,534 from 2,534
Change0 (0%)
Value$153.6K (-$4.7K)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$118.0K (-$3.6K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,192 from 7,500
Change-6,308 (-84%)
Value$72.3K (-$396.2K)
Filed 2026-10-14
Hurley Capital, LLC
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$61.7K (-$1.9K)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares834 from 829
Change+5 (+1%)
Value$50.6K (-$1.3K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares715 from 478
Change+237 (+50%)
Value$43.3K (+$13.5K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
INCREASED
Shares670 from 667
Change+3 (+0%)
Value$40.6K (-$1.1K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares497 from 588
Change-91 (-15%)
Value$30.1K (-$6.6K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$26.2K (-$1.1K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares428 from 678
Change-250 (-37%)
Value$25.9K (-$16.4K)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$25.5K (-$773)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$23.1K (-$701)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$16.2K (-$493)
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares252 from 452
Change-200 (-44%)
Value$15.3K (-$13.0K)
Filed 2026-11-04
Mather Group, Llc.
NEW
Shares251
Change+251
Value$15.2K
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$15.2K (-$460)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$15.2K (-$460)
Filed 2026-11-02
Bank & Trust Co
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$11.0K (-$333)
Filed 2026-10-07
Tsfg, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$8 (-$8.0K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$5.9K (-$180)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$5.0K (-$151)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$4.7K (-$141)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$4.6K (-$140)
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.2K (-$97)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.0K (-$92)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.4K (-$43)
Filed 2026-10-30
Citigroup Inc
NEW
Shares1
Change+1
Value$61
Filed 2026-11-04
Realta Investment Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$51 (-$2)
Filed 2026-10-14
Genesee Capital Advisors, LLC
CLOSED
Shares0 from 3,356
Change-3,356 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-20
Integrity Alliance, Llc.
CLOSED
Shares0 from 3,315
Change-3,315 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-15
Wells Fargo & Company
N/A
Shares— from 1,803,663
Change-1,803,663 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,380,442
Change-1,380,442 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 973,096
Change-973,096 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 882,643
Change-882,643 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 451,816
Change-451,816 (-100%)
Value—
UBS Group AG
N/A
Shares— from 360,777
Change-360,777 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 324,995
Change-324,995 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 245,103
Change-245,103 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 212,251
Change-212,251 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 199,654
Change-199,654 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 158,128
Change-158,128 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 127,757
Change-127,757 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 103,678
Change-103,678 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 97,304
Change-97,304 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 94,668
Change-94,668 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 79,697
Change-79,697 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 71,574
Change-71,574 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 70,200
Change-70,200 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 69,621
Change-69,621 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 67,621
Change-67,621 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 62,706
Change-62,706 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 51,143
Change-51,143 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 50,422
Change-50,422 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 45,531
Change-45,531 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,832
Change-44,832 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 40,332
Change-40,332 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 38,528
Change-38,528 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 33,121
Change-33,121 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 32,406
Change-32,406 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 29,330
Change-29,330 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 28,589
Change-28,589 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 28,022
Change-28,022 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 27,728
Change-27,728 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,910
Change-26,910 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 25,718
Change-25,718 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 23,322
Change-23,322 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 22,735
Change-22,735 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,062
Change-22,062 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 21,110
Change-21,110 (-100%)
Value—
&partners
N/A
Shares— from 20,365
Change-20,365 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,191
Change-20,191 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 19,301
Change-19,301 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,039
Change-19,039 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,083
Change-17,083 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,312
Change-16,312 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,711
Change-14,711 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,503
Change-14,503 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,930
Change-13,930 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,542
Change-10,542 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,067
Change-10,067 (-100%)
Value—
Blair William & Co
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,115
Change-9,115 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,931
Change-8,931 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 898
Change-898 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 596
Change-596 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 428
Change-428 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 127
Change-127 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
TradeWell Securities, Llc.
INCREASED169,009161,354+7,655+5%$10.1M$10.2M+$167.2K2026-10-21
Perryman Financial Advisory Inc
INCREASED156,577156,419+158+0%$9.8M$9.5M-$278.2K2026-10-16
Commonwealth Equity Services, LLC
DECREASED156,368193,074-36,706-19%$12.1M$9.5M-$2.6M2026-11-02
D.A. Davidson & Co.
INCREASED147,505145,719+1,786+1%$9.1M$8.9M-$159.9K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED118,142105,889+12,253+12%$6.6M$7.2M+$548.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED74,51849,158+25,360+52%$3.1M$4.5M+$1.4M2026-11-02
Truist Financial Corp
INCREASED70,99470,866+128+0%$4.4M$4.3M-$122.6K2026-10-30
SFI Advisors, LLC
DECREASED70,95171,126-1750%$4.4M$4.3M-$141.5K2026-10-30
Choice Wealth Advisors LLC
DECREASED40,09040,451-361-1%$2.5M$2.4M-$96.3K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED40,04032,847+7,193+22%$2.1M$2.4M+$375.6K2026-10-16
Daymark Wealth Partners, LLC
DECREASED37,02343,185-6,162-14%$2.7M$2.2M-$453.0K2026-11-04
Paller Financial Services Inc
DECREASED31,79032,989-1,199-4%$2.1M$1.9M-$133.4K2026-10-13
Prospera Financial Services Inc
DECREASED29,10331,432-2,329-7%$2.0M$1.9M-$100.6K2026-11-04
International Assets Investment Management, LLC
DECREASED27,87427,944-700%$1.8M$1.7M-$72.5K2026-11-02
Crumly & Associates Inc.
UNCHANGED25,83825,83800%$1.6M$1.6M-$47.5K2026-10-07
Harmony Asset Management LLC
DECREASED25,55925,591-320%$1.6M$1.5M-$49.0K2026-10-20
Worthington Financial Partners, LLC
DECREASED24,06324,113-500%$1.5M$1.5M-$47.4K2026-10-13
Jacobi Capital Management LLC
INCREASED23,07222,764+308+1%$1.4M$1.4M-$23.2K2026-11-05
Certified Advisory Corp
DECREASED22,77222,841-690%$1.4M$1.4M-$46.2K2026-10-29
Wagner Wealth Management, LLC
DECREASED22,76424,537-1,773-7%$1.5M$1.4M-$152.6K2026-10-21
IFP Advisors, Inc
DECREASED22,42223,208-786-3%$1.4M$1.4M-$90.4K2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED21,50331,199-9,696-31%$1.9M$1.3M-$645.2K2026-10-16
Farther Finance Advisors, LLC
DECREASED20,50121,367-866-4%$1.3M$1.2M-$91.8K2026-10-08
Ballew Advisors, Inc
DECREASED20,46620,829-363-2%$1.3M$1.3M-$80.1K2026-10-05
Blueprint Financial Advisors LLC
UNCHANGED18,56918,56900%$1.2M$1.1M-$34.2K2026-10-28
Blueprint Investment Partners LLC
UNCHANGED18,56918,56900%$1.2M$1.1M-$34.2K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED17,84816,603+1,245+8%$1.0M$1.1M+$44.9K2026-11-05
Montis Financial, LLC
DECREASED17,77518,262-487-3%$1.1M$1.1M-$63.1K2026-11-04
Koshinski Asset Management, Inc.
DECREASED16,54817,749-1,201-7%$1.1M$1.0M-$105.5K2026-10-29
TrueWealth Advisors, LLC
INCREASED13,47012,564+906+7%$784.7K$816.5K+$31.8K2026-10-09
Creative Planning
INCREASED13,05612,674+382+3%$791.6K$791.5K-$1692026-11-02
Fifth Third Bancorp
DECREASED12,87013,258-388-3%$828.1K$780.2K-$47.9K2026-11-05
MGO One Seven LLC
INCREASED12,73012,728+2+0%$795.0K$771.7K-$23.3K2026-10-28
HF Advisory Group, LLC
DECREASED11,55811,790-232-2%$736.4K$700.7K-$35.7K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED10,41110,283+128+1%$642.3K$631.1K-$11.2K2026-10-13
Sigma Planning Corp
INCREASED8,5708,525+45+1%$532.5K$519.5K-$13.0K2026-10-23
CX Institutional
INCREASED8,4928,438+54+1%$527$515-$122026-10-02
Focus Financial Network, Inc.
INCREASED8,3948,082+312+4%$504.8K$508.8K+$4.0K2026-10-14
Southland Equity Partners LLC
UNCHANGED8,1728,17200%$510.4K$495.4K-$15.0K2026-10-14
Parallel Advisors, LLC
INCREASED7,9176,132+1,785+29%$383.0K$479.9K+$96.9K2026-11-03
Blue Trust, Inc.
UNCHANGED6,8906,89000%$430.3K$417.7K-$12.7K2026-10-15
Lanark Financial, Inc.
DECREASED6,7748,750-1,976-23%$546.5K$410.7K-$135.9K2026-10-26
Carlson Financial, Inc.
DECREASED6,5236,574-51-1%$410.3K$395.5K-$14.9K2026-11-05
Advisory Advocates, LLC
UNCHANGED6,5016,50100%$406.1K$394.1K-$12.0K2026-11-05
WealthBridge Capital Management, LLC
INCREASED6,3186,070+248+4%$379.2K$383.0K+$3.9K2026-10-16
Register Financial Advisors LLC
INCREASED6,2286,134+94+2%$383.1K$377.5K-$5.6K2026-10-23
Parkway Wealth Management Group, LLC
DECREASED5,7685,958-190-3%$372.2K$349.6K-$22.5K2026-10-20
Park Avenue Securities LLC
DECREASED5,5515,618-67-1%$351.0K$336.0K-$15.0K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED5,5075,505+2+0%$353.1K$341.5K-$11.7K2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED5,4345,735-301-5%$358.2K$329.4K-$28.8K2026-10-13
LexAurum Advisors, LLC
INCREASED5,4195,414+5+0%$338.2K$328.5K-$9.6K2026-10-19
Venture Visionary Partners LLC
UNCHANGED5,2005,20000%$324.8K$315.2K-$9.6K2026-10-07
Prime Capital Investment Advisors, LLC
INCREASED5,1505,123+27+1%$320.0K$312.2K-$7.8K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED5,0544,984+70+1%$311.3K$306.4K-$4.9K2026-11-03
Morey & Quinn Wealth Partners, LLC
DECREASED4,8514,961-110-2%$309.9K$294.1K-$15.8K2026-10-28
ROI Financial Advisors, LLC
DECREASED4,5114,575-64-1%$285.8K$273.5K-$12.3K2026-10-19
Balboa Wealth Partners
NEW4,235—+4,235——$256.7K—2026-10-20
Purus Wealth Management, LLC
UNCHANGED4,1274,12700%$257.8K$250.2K-$7.6K2026-10-15
Sound Income Strategies, LLC
UNCHANGED3,9763,97600%$248.3K$246.6K-$1.8K2026-10-09
Centerpoint Advisory Group
UNCHANGED3,9203,92000%$244.8K$237.6K-$7.2K2026-10-23
Indivisible Partners
UNCHANGED3,9033,90300%$243.8K$236.6K-$7.2K2026-10-26
Retirement Planning Group, LLC
DECREASED3,8683,919-51-1%$244.8K$234.5K-$10.3K2026-10-19
MTM Investment Management, LLC
UNCHANGED3,8113,81100%$238.0K$231.0K-$7.0K2026-10-30
Old National Bancorp
UNCHANGED3,7853,78500%$236.4K$229.4K-$7.0K2026-10-20
Destiny Wealth Partners, LLC
NEW3,672—+3,672——$239.7K—2026-11-05
StoneX Group Inc.
DECREASED3,5436,843-3,300-48%$417.3K$226.0K-$191.2K2026-11-03
Capital Square, LLC
NEW3,506—+3,506——$213.2K—2026-10-19
B. Riley Wealth Advisors, Inc.
NEW3,417—+3,417——$207.2K—2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED3,3273,307+20+1%$206.5K$201.7K-$4.9K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED3,3243,388-64-2%$211.6K$201.5K-$10.1K2026-10-30
CoreCap Advisors, LLC
DECREASED3,2254,052-827-20%$253.1K$195.5K-$57.6K2026-10-08
First Financial Corp
UNCHANGED3,0213,02100%$188.7K$183.1K-$5.6K2026-10-13
Creative Financial Designs Inc
INCREASED3,0031,057+1,946+184%$66.0K$182.1K+$116.0K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED2,5342,53400%$158.3K$153.6K-$4.7K2026-10-27
US Bancorp \de\
UNCHANGED1,9461,94600%$121.5K$118.0K-$3.6K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,1927,500-6,308-84%$468.4K$72.3K-$396.2K2026-10-14
Hurley Capital, LLC
UNCHANGED1,0171,01700%$63.5K$61.7K-$1.9K2026-11-05
Reap Financial Group, LLC
INCREASED834829+5+1%$51.8K$50.6K-$1.3K2026-11-02
Assetmark, Inc
INCREASED715478+237+50%$29.9K$43.3K+$13.5K2026-10-21
Silver Grove Financial Group, Inc.
INCREASED670667+3+0%$41.7K$40.6K-$1.1K2026-11-05
Private Trust Co NA
DECREASED497588-91-15%$36.7K$30.1K-$6.6K2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED42942900%$27.3K$26.2K-$1.1K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED428678-250-37%$42.3K$25.9K-$16.4K2026-10-30
Trust Co of Vermont
UNCHANGED42042000%$26.2K$25.5K-$7732026-10-21
McCarley & Cook Financial Planners
UNCHANGED38138100%$23.8K$23.1K-$7012026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED26826800%$16.7K$16.2K-$4932026-10-23
AlphaCore Capital LLC
DECREASED252452-200-44%$28.2K$15.3K-$13.0K2026-11-04
Mather Group, Llc.
NEW251—+251——$15.2K—2026-10-14
Monetary Solutions, Ltd
UNCHANGED25025000%$15.6K$15.2K-$4602026-10-22
Westside Investment Management, Inc.
UNCHANGED25025000%$15.6K$15.2K-$4602026-11-02
Bank & Trust Co
UNCHANGED18118100%$11.3K$11.0K-$3332026-10-07
Tsfg, LLC
UNCHANGED12812800%$8.0K$8-$8.0K2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED10010000%$6$6$02026-11-04
Nfsg Corp
UNCHANGED989800%$6.1K$5.9K-$1802026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED828200%$5.1K$5.0K-$1512026-10-23
Larson Financial Group LLC
UNCHANGED777700%$4.8K$4.7K-$1412026-11-05
Trust Co
UNCHANGED767600%$4.7K$4.6K-$1402026-10-09
Key FInancial Inc
UNCHANGED535300%$3.3K$3.2K-$972026-11-02
Caldwell Trust Co
UNCHANGED505000%$3.1K$3.0K-$922026-10-30
Spire Wealth Management
UNCHANGED232300%$1.4K$1.4K-$432026-10-30
Citigroup Inc
NEW1—+1——$61—2026-11-04
Realta Investment Advisors
UNCHANGED1100%$53$51-$22026-10-14
Genesee Capital Advisors, LLC
CLOSED03,356-3,356-100%$209.6K$0-$209.6K2026-10-20
Integrity Alliance, Llc.
CLOSED03,315-3,315-100%$207.1K$0-$207.1K2026-10-29
MCF Advisors LLC
CLOSED0400-400-100%$25.0K$0-$25.0K2026-10-28
AdvisorNet Financial, Inc
CLOSED042-42-100%$2.5K$0-$2.5K2026-10-15
Wells Fargo & Company
N/A—1,803,663-1,803,663-100%$112.7M———
Morgan Stanley
N/A—1,380,442-1,380,442-100%$86.2M———
LPL Financial LLC
N/A—973,096-973,096-100%$60.8M———
Raymond James Financial Inc
N/A—882,643-882,643-100%$55.1M———
Bank of America Corp
N/A—451,816-451,816-100%$28.2M———
UBS Group AG
N/A—360,777-360,777-100%$22.5M———
WCG Wealth Advisors LLC
N/A—324,995-324,995-100%$20.3M———
Earned Wealth Advisors, LLC
N/A—245,103-245,103-100%$15.3M———
Stifel Financial Corp
N/A—212,251-212,251-100%$13.3M———
Ameriprise Financial Inc
N/A—199,654-199,654-100%$12.5M———
Janney Montgomery Scott LLC
N/A—158,128-158,128-100%$9.9M———
Envestnet Asset Management Inc
N/A—127,757-127,757-100%$8.0M———
Cetera Investment Advisers
N/A—103,678-103,678-100%$6.5M———
Osaic Holdings, Inc.
N/A—97,304-97,304-100%$6.1M———
Rockefeller Capital Management L.P.
N/A—94,668-94,668-100%$5.9M———
Royal Bank of Canada
N/A—79,697-79,697-100%$5.0M———
Proactive Wealth Strategies LLC
N/A—71,574-71,574-100%$4.5M———
Two Sigma Investments, LP
N/A—70,200-70,200-100%$4.4M———
World Investment Advisors
N/A—69,621-69,621-100%$3.9M———
HighTower Advisors, LLC
N/A—67,621-67,621-100%$4.2M———
MML Investors Services, LLC
N/A—62,706-62,706-100%$3.9M———
Private Advisor Group, LLC
N/A—51,143-51,143-100%$3.2M———
Western Wealth Management, LLC
N/A—50,422-50,422-100%$3.1M———
Jones Financial Companies Lllp
N/A—45,531-45,531-100%$2.8M———
NewEdge Advisors, LLC
N/A—44,832-44,832-100%$2.8M———
Waverly Advisors, LLC
N/A—40,332-40,332-100%$2.5M———
Benjamin Edwards Inc
N/A—38,528-38,528-100%$2.4M———
Peak Planning Group, LLC
N/A—33,121-33,121-100%$2.1M———
CreativeOne Wealth, LLC
N/A—32,406-32,406-100%$2.0M———
Pacific SUN Financial Corp
N/A—29,330-29,330-100%$1.8M———
Plotkin Financial Advisors, LLC
N/A—28,589-28,589-100%$1.8M———
Kingsview Wealth Management, LLC
N/A—28,022-28,022-100%$1.8M———
Baird Financial Group, Inc.
N/A—27,728-27,728-100%$1.7M———
Mercer Global Advisors Inc
N/A—26,910-26,910-100%$1.7M———
Schrum Private Wealth Management LLC
N/A—25,718-25,718-100%$1.2M———
Navellier & Associates Inc
N/A—23,322-23,322-100%$1.5M———
HFG Advisors, Inc.
N/A—22,735-22,735-100%$1.4M———
Susquehanna International Group, LLP
N/A—22,062-22,062-100%$1.4M———
HighPoint Advisor Group LLC
N/A—21,110-21,110-100%$1.3M———
&partners
N/A—20,365-20,365-100%$1.3M———
Sanctuary Advisors, LLC
N/A—20,191-20,191-100%$1.3M———
Regal Investment Advisors LLC
N/A—19,301-19,301-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—19,039-19,039-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—17,083-17,083-100%$1.1M———
Harbour Investments, Inc.
N/A—16,312-16,312-100%$1.0M———
Envision Financial Transparency, LLC
N/A—16,000-16,000-100%$957.0K———
Geneos Wealth Management Inc.
N/A—14,711-14,711-100%$918.8K———
National Bank of Canada
N/A—14,503-14,503-100%$905.9K———
Integrated Wealth Concepts LLC
N/A—13,930-13,930-100%$870.1K———
KKM Financial LLC
N/A—11,065-11,065-100%$691.1K———
OneDigital Investment Advisors LLC
N/A—10,746-10,746-100%$671.2K———
Great Valley Advisor Group, Inc.
N/A—10,542-10,542-100%$658.1K———
Argent Trust Co
N/A—10,525-10,525-100%$657.4K———
Silver OAK Securities, Incorporated
N/A—10,067-10,067-100%$628.8K———
Blair William & Co
N/A—9,980-9,980-100%$623.4K———
MAI Capital Management
N/A—9,353-9,353-100%$584.2K———
Stephens Inc
N/A—9,115-9,115-100%$569.3K———
PNC Financial Services Group, Inc.
N/A—8,931-8,931-100%$557.9K———
Global Retirement Partners, LLC
N/A—8,272-8,272-100%$516.7K———
Centaurus Financial, Inc.
N/A—7,250-7,250-100%$453.0K———
FMR LLC
N/A—7,007-7,007-100%$437.7K———
RPg Family Wealth Advisory, LLC
N/A—6,890-6,890-100%$430.3K———
Kesler, Norman & Wride, LLC
N/A—6,787-6,787-100%$423.9K———
FWG Holdings, LLC
N/A—6,586-6,586-100%$428.4K———
Risk Paradigm Group, LLC
N/A—6,382-6,382-100%$398.6K———
Level Four Advisory Services, LLC
N/A—6,373-6,373-100%$398.1K———
Summit Financial, LLC
N/A—6,323-6,323-100%$394.9K———
Steward Partners Investment Advisory, LLC
N/A—6,286-6,286-100%$392.6K———
Clearwater Capital Advisors, LLC
N/A—6,279-6,279-100%$392.2K———
XTX Topco Ltd
N/A—6,149-6,149-100%$384.1K———
Sargent Investment Group, LLC
N/A—6,000-6,000-100%$374.8K———
Equitable Holdings, Inc.
N/A—5,893-5,893-100%$368.1K———
Quantum Portfolio Management LLC
N/A—5,241-5,241-100%$327.4K———
Northern Trust Corp
N/A—5,120-5,120-100%$319.8K———
Arkadios Wealth Advisors
N/A—5,046-5,046-100%$315.2K———
Petix & Botte Co
N/A—4,672-4,672-100%$291.8K———
Principal Securities, Inc.
N/A—4,657-4,657-100%$290.9K———
Nova Wealth Management, Inc.
N/A—4,546-4,546-100%$283.9K———
Beacon Pointe Advisors, LLC
N/A—4,301-4,301-100%$268.6K———
Advisory Services Network, LLC
N/A—4,224-4,224-100%$263.8K———
United Capital Financial Advisors, LLC
N/A—4,128-4,128-100%$257.9K———
IHT Wealth Management, LLC
N/A—4,050-4,050-100%$252.9K———
Allworth Financial LP
N/A—3,932-3,932-100%$245.6K———
Index Technologies Group LLC
N/A—3,789-3,789-100%$236.7K———
AQR Capital Management LLC
N/A—3,451-3,451-100%$215.5K———
Prasad Wealth Partners, LLC
N/A—3,416-3,416-100%$213.4K———
Stonebridge Financial Planning Group, LLC
N/A—3,400-3,400-100%$212.4K———
Cresset Asset Management, LLC
N/A—3,312-3,312-100%$206.9K———
Impact Partnership Wealth, LLC
N/A—3,290-3,290-100%$205.5K———
BFC Planning, Inc.
N/A—3,286-3,286-100%$205.2K———
O'shaughnessy Asset Management, LLC
N/A—2,991-2,991-100%$186.8K———
Fiduciary Financial Advisors
N/A—2,492-2,492-100%$155.5K———
JPMorgan Chase & Co
N/A—2,174-2,174-100%$136.3K———
Northwestern Mutual Wealth Management Co
N/A—2,154-2,154-100%$134.5K———
Security National Bank of Sioux City Iowa
N/A—1,992-1,992-100%$124.4K———
Bank of Montreal
N/A—1,645-1,645-100%$102.7K———
Founders Financial Alliance, LLC
N/A—1,609-1,609-100%$100.5K———
Bellevue Asset Management, LLC
N/A—1,545-1,545-100%$96.5K———
Whittier Trust Co
N/A—1,334-1,334-100%$86.1K———
Franklin Resources Inc
N/A—1,175-1,175-100%$73.4K———
AE Wealth Management LLC
N/A—1,111-1,111-100%$69.4K———
Crews Bank & Trust
N/A—1,000-1,000-100%$62.5K———
Horizon Bancorp Inc
N/A—898-898-100%$56.0K———
Bartlett & Co. Wealth Management LLC
N/A—800-800-100%$50.0K———
Arax Advisory Partners
N/A—596-596-100%$37.2K———
Tidemark, LLC
N/A—585-585-100%$36.6K———
Keating Financial Advisory Services, Inc.
N/A—529-529-100%$33.0K———
Russell Investments Group, Ltd.
N/A—523-523-100%$32.7K———
Mcguire Capital Advisors Inc
N/A—500-500-100%$31.2K———
Institute for Wealth Management, Llc.
N/A—435-435-100%$27.2K———
Godfrey Financial Associates, Inc.
N/A—428-428-100%$26.7K———
IFG Advisory, LLC
N/A—405-405-100%$25.3K———
Continuum Advisory, LLC
N/A—322-322-100%$20.1K———
Aventura Private Wealth, LLC
N/A—304-304-100%$19.0K———
Transamerica Financial Advisors, LLC
N/A—251-251-100%$15.7K———
Private Wealth Asset Management, LLC
N/A—250-250-100%$15.6K———
Luminist Capital LLC
N/A—244-244-100%$15.2K———
Benson Wealth Management Inc
N/A—127-127-100%$7.9K———
Caitlin John, LLC
N/A—116-116-100%$7.2K———
Ameriflex Group, Inc.
N/A—110-110-100%$6.9K———
Park Square Financial Group, LLC
N/A—64-64-100%$4.0K———
Aptus Capital Advisors, LLC
N/A—32-32-100%$2.0K———
Kiker Wealth Management, LLC
N/A—25-25-100%$1.6K———
Tower Research Capital LLC (TRC)
N/A—4-4-100%$250———
Showing 230 of 230 institutions