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First Trust Health Care Alph (FXH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares413,925 from 384,716
Change+29,209 (+8%)
Value$54.1M (+$7.0M)
Filed 2026-11-06
Perryman Financial Advisory Inc
INCREASED
Shares74,933 from 74,544
Change+389 (+1%)
Value$9.8M (+$672.6K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares63,427 from 65,562
Change-2,135 (-3%)
Value$8.3M (+$267.0K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
NEW
Shares61,710
Change+61,710
Value$8.1M
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares50,716 from 61,079
Change-10,363 (-17%)
Value$6.6M (-$845.5K)
Filed 2026-11-02
Virtue Capital Management, LLC
NEW
Shares42,774
Change+42,774
Value$5.6M
Filed 2026-10-29
IronBridge Private Wealth, LLC
NEW
Shares39,152
Change+39,152
Value$5.1M
Filed 2026-11-03
Paller Financial Services Inc
INCREASED
Shares34,102 from 32,992
Change+1,110 (+3%)
Value$4.5M (+$420.3K)
Filed 2026-10-13
Able Financial Group, LLC
INCREASED
Shares25,307 from 19,911
Change+5,396 (+27%)
Value$3.3M (+$871.5K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares24,574 from 24,809
Change-235 (-1%)
Value$3.2M (+$176.2K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares23,941 from 18,182
Change+5,759 (+32%)
Value$3.1M (+$904.6K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares21,162 from 15,860
Change+5,302 (+33%)
Value$2.8M (+$825.5K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares20,084 from 20,039
Change+45 (+0%)
Value$2.6M (+$172.9K)
Filed 2026-10-08
Financial Advisory Corp
DECREASED
Shares18,931 from 18,978
Change-47 (0%)
Value$2.5M (+$152.2K)
Filed 2026-10-14
Avior Wealth Management, LLC
NEW
Shares16,194
Change+16,194
Value$2.1M
Filed 2026-10-13
SFI Advisors, LLC
DECREASED
Shares15,523 from 15,592
Change-69 (0%)
Value$2.0M (+$121.0K)
Filed 2026-10-30
Security Financial Services, Inc.
UNCHANGED
Shares15,079 from 15,079
Change0 (0%)
Value$2.0M (+$125.8K)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares15,058 from 12,635
Change+2,423 (+19%)
Value$2.1M (+$523.1K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares12,126 from 12,115
Change+11 (+0%)
Value$1.6M (+$102.4K)
Filed 2026-11-02
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares11,435 from 11,104
Change+331 (+3%)
Value$1.5M (+$135.9K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares11,020 from 11,553
Change-533 (-5%)
Value$1.4M (+$26.7K)
Filed 2026-10-16
Wagner Wealth Management, LLC
DECREASED
Shares9,700 from 10,074
Change-374 (-4%)
Value$1.3M (+$35.1K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
INCREASED
Shares8,865 from 8,715
Change+150 (+2%)
Value$1.2M (+$92.3K)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares8,584 from 8,583
Change+1 (+0%)
Value$1.1M (+$71.6K)
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares7,205 from 7,192
Change+13 (+0%)
Value$942.0K (+$61.7K)
Filed 2026-11-05
HB Wealth Management, LLC
UNCHANGED
Shares6,740 from 6,740
Change0 (0%)
Value$881.2K (+$56.2K)
Filed 2026-10-23
Advisory Advocates, LLC
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$876.0K (+$55.9K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares6,642 from 4,608
Change+2,034 (+44%)
Value$868.4K (+$304.4K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares6,624 from 6,731
Change-107 (-2%)
Value$866.0K (+$42.2K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares6,176 from 6,141
Change+35 (+1%)
Value$807 (+$55)
Filed 2026-10-02
Signature Equity Partners, LLC
INCREASED
Shares5,800 from 83
Change+5,717 (+6888%)
Value$758.3K (+$748.2K)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares5,734 from 6,058
Change-324 (-5%)
Value$749.7K (+$8.2K)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares5,725 from 5,769
Change-44 (-1%)
Value$748.5K (+$42.4K)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares5,724 from 5,809
Change-85 (-1%)
Value$748.4K (+$37.3K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
UNCHANGED
Shares5,697 from 5,697
Change0 (0%)
Value$744.8K (+$47.5K)
Filed 2026-10-14
WealthPLAN Partners, LLC
UNCHANGED
Shares5,691 from 5,691
Change0 (0%)
Value$744.1K (+$47.5K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares5,474 from 4,807
Change+667 (+14%)
Value$715.6K (+$127.2K)
Filed 2026-11-02
Cathy Pareto & Associates, Inc
DECREASED
Shares5,254 from 5,864
Change-610 (-10%)
Value$687.0K (-$30.8K)
Filed 2026-10-15
Worthington Financial Partners, LLC
DECREASED
Shares5,235 from 5,243
Change-8 (0%)
Value$684.4K (+$42.7K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares4,852 from 4,850
Change+2 (+0%)
Value$634.3K (+$40.6K)
Filed 2026-11-06
Centerpoint Advisory Group
UNCHANGED
Shares4,463 from 4,463
Change0 (0%)
Value$583.5K (+$37.2K)
Filed 2026-10-23
United Advisor Group, LLC
NEW
Shares4,438
Change+4,438
Value$580.2K
Filed 2026-11-03
Perigon Wealth Management, LLC
UNCHANGED
Shares4,311 from 4,311
Change0 (0%)
Value$563.6K (+$36.0K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares4,296
Change+4,296
Value$561.6K
Filed 2026-10-16
Iams Wealth Management, LLC
INCREASED
Shares4,244 from 4,081
Change+163 (+4%)
Value$554.9K (+$55.4K)
Filed 2026-10-15
Purus Wealth Management, LLC
INCREASED
Shares4,076 from 3,347
Change+729 (+22%)
Value$532.9K (+$123.3K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares4,008 from 4,046
Change-38 (-1%)
Value$524.0K (+$29.0K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
DECREASED
Shares4,005 from 4,108
Change-103 (-3%)
Value$523.6K (+$20.8K)
Filed 2026-10-23
GoalVest Advisory LLC
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$513.2K (+$32.7K)
Filed 2026-10-02
Oppenheimer & Co Inc
DECREASED
Shares3,895 from 7,577
Change-3,682 (-49%)
Value$509.2K (-$418.2K)
Filed 2026-10-26
Old National Bancorp
DECREASED
Shares3,888 from 4,481
Change-593 (-13%)
Value$508.3K (-$40.2K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares3,791 from 3,710
Change+81 (+2%)
Value$489.4K (+$31.1K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
INCREASED
Shares3,596 from 3,591
Change+5 (+0%)
Value$470.1K (+$30.6K)
Filed 2026-10-22
Financial Partners Group, Inc
INCREASED
Shares3,547 from 3,244
Change+303 (+9%)
Value$463.8K (+$66.7K)
Filed 2026-10-19
QTR Family Wealth, LLC
DECREASED
Shares3,543 from 3,577
Change-34 (-1%)
Value$463.2K (+$25.4K)
Filed 2026-11-02
Rockport Wealth LLC
DECREASED
Shares3,312 from 3,988
Change-676 (-17%)
Value$433.0K (-$55.1K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares3,281 from 2,401
Change+880 (+37%)
Value$429.0K (+$135.0K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares3,214 from 3,212
Change+2 (+0%)
Value$420.2K (+$27.1K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares3,119 from 3,174
Change-55 (-2%)
Value$407.8K (+$19.3K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares2,913 from 2,167
Change+746 (+34%)
Value$380.8K (+$115.6K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,852 from 32,919
Change-30,067 (-91%)
Value$372.9K (-$3.7M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,839 from 2,646
Change+193 (+7%)
Value$364.4K (+$36.5K)
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$358.2K (+$22.9K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares2,586 from 2,123
Change+463 (+22%)
Value$338.1K (+$78.2K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW
Shares2,583
Change+2,583
Value$338.3K
Filed 2026-10-27
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares2,510 from 2,681
Change-171 (-6%)
Value$328.2K (+$45)
Filed 2026-10-07
Koshinski Asset Management, Inc.
UNCHANGED
Shares2,470 from 2,470
Change0 (0%)
Value$323.0K (+$20.6K)
Filed 2026-10-29
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares2,320 from 2,547
Change-227 (-9%)
Value$303.3K (-$8.4K)
Filed 2026-10-22
Balboa Wealth Partners
NEW
Shares2,313
Change+2,313
Value$302.5K
Filed 2026-10-20
Summit Wealth Group LLC / Co
DECREASED
Shares2,260 from 2,347
Change-87 (-4%)
Value$295.5K (+$8.2K)
Filed 2026-10-29
Capital Square, LLC
INCREASED
Shares2,073 from 1,859
Change+214 (+12%)
Value$271.3K (+$40.2K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares2,001 from 1,990
Change+11 (+1%)
Value$261.6K (+$18.0K)
Filed 2026-10-22
Clearwater Capital Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$261.5K (+$16.7K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$241.6K ($0)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares1,957 from 1,770
Change+187 (+11%)
Value$255.9K (+$38.3K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares1,944 from 2,010
Change-66 (-3%)
Value$254.2K (+$8.1K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$251.3K (+$16.0K)
Filed 2026-10-30
Griffin Asset Management, Inc.
INCREASED
Shares1,898 from 1,812
Change+86 (+5%)
Value$248.1K (+$26.4K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
DECREASED
Shares1,898 from 1,934
Change-36 (-2%)
Value$248.1K (+$11.4K)
Filed 2026-10-23
Ridgeline Wealth Planning, LLC
UNCHANGED
Shares1,858 from 1,858
Change0 (0%)
Value$242.9K (+$15.5K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$241.1K (+$15.4K)
Filed 2026-11-06
Kellett Wealth Advisors, LLC
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$236.1K (+$15.1K)
Filed 2026-10-15
Apollon Wealth Management, LLC
NEW
Shares1,731
Change+1,731
Value$226.4K
Filed 2026-10-23
HBW Advisory Services LLC
NEW
Shares1,719
Change+1,719
Value$224.7K
Filed 2026-10-15
Nearside Advisors, LLC
NEW
Shares1,714
Change+1,714
Value$224.1K
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,627 from 1,775
Change-148 (-8%)
Value$212.7K (-$4.5K)
Filed 2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares1,584 from 1,726
Change-142 (-8%)
Value$207.1K (-$4.2K)
Filed 2026-10-20
Wespac Advisors, LLC
NEW
Shares1,581
Change+1,581
Value$206.7K
Filed 2026-10-26
RDA Financial Network
NEW
Shares1,540
Change+1,540
Value$201.3K
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares1,504 from 1,166
Change+338 (+29%)
Value$196.6K (+$53.9K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$196.2K (+$12.5K)
Filed 2026-10-08
Register Financial Advisors LLC
INCREASED
Shares1,440 from 1,356
Change+84 (+6%)
Value$188.2K (+$22.2K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares1,438
Change+1,438
Value$188.0K
Filed 2026-11-03
Reap Financial Group, LLC
INCREASED
Shares1,296 from 1,293
Change+3 (+0%)
Value$169.4K (+$11.1K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares1,270 from 1,200
Change+70 (+6%)
Value$166.0K (+$19.1K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares1,256 from 1,314
Change-58 (-4%)
Value$164.2K (+$3.4K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,173 from 1,269
Change-96 (-8%)
Value$153.4K (-$2.0K)
Filed 2026-11-03
Atwood & Palmer Inc
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$124.2K (+$7.9K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$117.7K (+$7.5K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares842 from 1,165
Change-323 (-28%)
Value$110.1K (-$32.5K)
Filed 2026-10-08
Cullen T Bankers, Inc.
INCREASED
Shares673 from 358
Change+315 (+88%)
Value$87.9K (+$44.1K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares640 from 613
Change+27 (+4%)
Value$83.7K (+$8.6K)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$83.2K (+$5.3K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$42.0K (+$17.0K)
Filed 2026-11-04
RMG Wealth Management LLC
NEW
Shares502
Change+502
Value$68.2K
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares426
Change+426
Value$55.7K
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares406 from 405
Change+1 (+0%)
Value$53.1K (+$3.5K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares361 from 366
Change-5 (-1%)
Value$47.3K (+$2.5K)
Filed 2026-10-30
Creative Capital Management Investments LLC
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$45.6K (+$2.9K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares347 from 241
Change+106 (+44%)
Value$45.4K (+$15.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$40.0K (+$2.6K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares231 from 227
Change+4 (+2%)
Value$30.2K (+$2.4K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares226 from 80
Change+146 (+183%)
Value$29.2K (+$19.3K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$26.1K (+$1.7K)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$23.0K (+$1.5K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$22.9K (+$1.5K)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$21.7K (+$1.4K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$20.3K (+$1.3K)
Filed 2026-10-23
Fortis Group Advisors, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$19.0K (+$1.2K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares130
Change+130
Value$17.0K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$15.0K (+$959)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares105 from 139
Change-34 (-24%)
Value$13.7K (-$3.4K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares96
Change+96
Value$12.5K
Filed 2026-10-27
Financial Perspectives, Inc
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$11.1K (+$709)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$7.5K (+$476)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$6.0K (+$384)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares40 from 340
Change-300 (-88%)
Value$5.2K (-$36.4K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.2K (+$290)
Filed 2026-10-29
Signaturefd, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$4.2K (+$267)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.0K (+$192)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.7K (+$176)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares14 from 20
Change-6 (-30%)
Value$1.8K (-$614)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.8K (+$122)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares9 from 61
Change-52 (-85%)
Value$1.2K (-$6.3K)
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.0K (+$67)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$388 (+$10)
Filed 2026-11-04
First Heartland Consultants, Inc.
CLOSED
Shares0 from 9,541
Change-9,541 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-08
Diversify Advisory Services, LLC
CLOSED
Shares0 from 2,177
Change-2,177 (-100%)
Value$0 (-$272.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 2,177
Change-2,177 (-100%)
Value$0 (-$272.4K)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$57.5K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$39.9K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$33.7K)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 244
Change-244 (-100%)
Value$0 (-$29.8K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 830,683
Change-830,683 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 302,642
Change-302,642 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 282,254
Change-282,254 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 263,113
Change-263,113 (-100%)
Value—
UBS Group AG
N/A
Shares— from 177,248
Change-177,248 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 100,280
Change-100,280 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 94,077
Change-94,077 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 83,752
Change-83,752 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 71,952
Change-71,952 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 68,182
Change-68,182 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 62,495
Change-62,495 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 54,198
Change-54,198 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 50,233
Change-50,233 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,350
Change-40,350 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 32,599
Change-32,599 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 31,210
Change-31,210 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 30,159
Change-30,159 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 27,258
Change-27,258 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 26,754
Change-26,754 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 25,948
Change-25,948 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,321
Change-23,321 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,470
Change-20,470 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,924
Change-19,924 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,547
Change-16,547 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,363
Change-14,363 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,014
Change-14,014 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,041
Change-13,041 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,577
Change-11,577 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,625
Change-10,625 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,333
Change-8,333 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,111
Change-8,111 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,992
Change-7,992 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,592
Change-5,592 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,934
Change-4,934 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
&partners
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 935
Change-935 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 839
Change-839 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 728
Change-728 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 353
Change-353 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 322
Change-322 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 211
Change-211 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Blair William & Co
N/A
Shares— from 165
Change-165 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 94
Change-94 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 68
Change-68 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15
Change-15 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED413,925384,716+29,209+8%$47.1M$54.1M+$7.0M2026-11-06
Perryman Financial Advisory Inc
INCREASED74,93374,544+389+1%$9.1M$9.8M+$672.6K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED63,42765,562-2,135-3%$8.0M$8.3M+$267.0K2026-11-02
Beaumont Financial Advisors, LLC
NEW61,710—+61,710——$8.1M—2026-10-22
Commonwealth Equity Services, LLC
DECREASED50,71661,079-10,363-17%$7.5M$6.6M-$845.5K2026-11-02
Virtue Capital Management, LLC
NEW42,774—+42,774——$5.6M—2026-10-29
IronBridge Private Wealth, LLC
NEW39,152—+39,152——$5.1M—2026-11-03
Paller Financial Services Inc
INCREASED34,10232,992+1,110+3%$4.0M$4.5M+$420.3K2026-10-13
Able Financial Group, LLC
INCREASED25,30719,911+5,396+27%$2.4M$3.3M+$871.5K2026-10-14
Assetmark, Inc
DECREASED24,57424,809-235-1%$3.0M$3.2M+$176.2K2026-10-21
Truist Financial Corp
INCREASED23,94118,182+5,759+32%$2.2M$3.1M+$904.6K2026-10-30
Kestra Advisory Services, LLC
INCREASED21,16215,860+5,302+33%$1.9M$2.8M+$825.5K2026-11-02
Farther Finance Advisors, LLC
INCREASED20,08420,039+45+0%$2.5M$2.6M+$172.9K2026-10-08
Financial Advisory Corp
DECREASED18,93118,978-470%$2.3M$2.5M+$152.2K2026-10-14
Avior Wealth Management, LLC
NEW16,194—+16,194——$2.1M—2026-10-13
SFI Advisors, LLC
DECREASED15,52315,592-690%$1.9M$2.0M+$121.0K2026-10-30
Security Financial Services, Inc.
UNCHANGED15,07915,07900%$1.8M$2.0M+$125.8K2026-10-29
Prospera Financial Services Inc
INCREASED15,05812,635+2,423+19%$1.5M$2.1M+$523.1K2026-11-04
Golden State Wealth Management, LLC
INCREASED12,12612,115+11+0%$1.5M$1.6M+$102.4K2026-11-02
Morey & Quinn Wealth Partners, LLC
INCREASED11,43511,104+331+3%$1.4M$1.5M+$135.9K2026-10-28
IFP Advisors, Inc
DECREASED11,02011,553-533-5%$1.4M$1.4M+$26.7K2026-10-16
Wagner Wealth Management, LLC
DECREASED9,70010,074-374-4%$1.2M$1.3M+$35.1K2026-10-21
Lake Street Private Wealth, LLC
INCREASED8,8658,715+150+2%$1.1M$1.2M+$92.3K2026-10-22
Apollon Financial, LLC
INCREASED8,5848,583+1+0%$1.1M$1.1M+$71.6K2026-10-23
Jacobi Capital Management LLC
INCREASED7,2057,192+13+0%$880.3K$942.0K+$61.7K2026-11-05
HB Wealth Management, LLC
UNCHANGED6,7406,74000%$825.0K$881.2K+$56.2K2026-10-23
Advisory Advocates, LLC
UNCHANGED6,7006,70000%$820.1K$876.0K+$55.9K2026-11-05
D.A. Davidson & Co.
INCREASED6,6424,608+2,034+44%$564.0K$868.4K+$304.4K2026-10-28
Atria Investments, Inc
DECREASED6,6246,731-107-2%$823.9K$866.0K+$42.2K2026-10-15
CX Institutional
INCREASED6,1766,141+35+1%$752$807+$552026-10-02
Signature Equity Partners, LLC
INCREASED5,80083+5,717+6888%$10.2K$758.3K+$748.2K2026-10-29
Bank of New York Mellon Corp
DECREASED5,7346,058-324-5%$741.5K$749.7K+$8.2K2026-11-05
Spectrum Wealth Advisory Group, LLC
DECREASED5,7255,769-44-1%$706.1K$748.5K+$42.4K2026-10-29
Level Four Advisory Services, LLC
DECREASED5,7245,809-85-1%$711.0K$748.4K+$37.3K2026-11-06
Alliance Wealth Advisors, LLC
UNCHANGED5,6975,69700%$697.3K$744.8K+$47.5K2026-10-14
WealthPLAN Partners, LLC
UNCHANGED5,6915,69100%$696.6K$744.1K+$47.5K2026-10-15
Creative Planning
INCREASED5,4744,807+667+14%$588.4K$715.6K+$127.2K2026-11-02
Cathy Pareto & Associates, Inc
DECREASED5,2545,864-610-10%$717.9K$687.0K-$30.8K2026-10-15
Worthington Financial Partners, LLC
DECREASED5,2355,243-80%$641.7K$684.4K+$42.7K2026-10-13
PNC Financial Services Group, Inc.
INCREASED4,8524,850+2+0%$593.7K$634.3K+$40.6K2026-11-06
Centerpoint Advisory Group
UNCHANGED4,4634,46300%$546.3K$583.5K+$37.2K2026-10-23
United Advisor Group, LLC
NEW4,438—+4,438——$580.2K—2026-11-03
Perigon Wealth Management, LLC
UNCHANGED4,3114,31100%$527.6K$563.6K+$36.0K2026-10-22
Concurrent Investment Advisors, LLC
NEW4,296—+4,296——$561.6K—2026-10-16
Iams Wealth Management, LLC
INCREASED4,2444,081+163+4%$499.5K$554.9K+$55.4K2026-10-15
Purus Wealth Management, LLC
INCREASED4,0763,347+729+22%$409.7K$532.9K+$123.3K2026-10-15
Park Avenue Securities LLC
DECREASED4,0084,046-38-1%$495.0K$524.0K+$29.0K2026-10-26
Trueblood Wealth Management, LLC
DECREASED4,0054,108-103-3%$502.8K$523.6K+$20.8K2026-10-23
GoalVest Advisory LLC
UNCHANGED3,9253,92500%$480.4K$513.2K+$32.7K2026-10-02
Oppenheimer & Co Inc
DECREASED3,8957,577-3,682-49%$927.4K$509.2K-$418.2K2026-10-26
Old National Bancorp
DECREASED3,8884,481-593-13%$548.5K$508.3K-$40.2K2026-10-20
International Assets Investment Management, LLC
INCREASED3,7913,710+81+2%$458.2K$489.4K+$31.1K2026-11-02
Insight Advisors, LLC/ PA
INCREASED3,5963,591+5+0%$439.5K$470.1K+$30.6K2026-10-22
Financial Partners Group, Inc
INCREASED3,5473,244+303+9%$397.1K$463.8K+$66.7K2026-10-19
QTR Family Wealth, LLC
DECREASED3,5433,577-34-1%$437.8K$463.2K+$25.4K2026-11-02
Rockport Wealth LLC
DECREASED3,3123,988-676-17%$488.1K$433.0K-$55.1K2026-11-03
Wedbush Securities Inc
INCREASED3,2812,401+880+37%$294.0K$429.0K+$135.0K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED3,2143,212+2+0%$393.1K$420.2K+$27.1K2026-11-05
Spire Wealth Management
DECREASED3,1193,174-55-2%$388.5K$407.8K+$19.3K2026-10-30
Independent Financial Group, LLC
INCREASED2,9132,167+746+34%$265.2K$380.8K+$115.6K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED2,85232,919-30,067-91%$4.0M$372.9K-$3.7M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED2,8392,646+193+7%$327.9K$364.4K+$36.5K2026-10-13
Wetzel Investment Advisors, Inc.
UNCHANGED2,7402,74000%$335.4K$358.2K+$22.9K2026-10-13
Fifth Third Bancorp
INCREASED2,5862,123+463+22%$259.9K$338.1K+$78.2K2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW2,583—+2,583——$338.3K—2026-10-27
Dominguez Wealth Management Solutions, Inc.
DECREASED2,5102,681-171-6%$328.2K$328.2K+$452026-10-07
Koshinski Asset Management, Inc.
UNCHANGED2,4702,47000%$302.4K$323.0K+$20.6K2026-10-29
Christensen, King & Associates Investment Services, Inc.
DECREASED2,3202,547-227-9%$311.7K$303.3K-$8.4K2026-10-22
Balboa Wealth Partners
NEW2,313—+2,313——$302.5K—2026-10-20
Summit Wealth Group LLC / Co
DECREASED2,2602,347-87-4%$287.3K$295.5K+$8.2K2026-10-29
Capital Square, LLC
INCREASED2,0731,859+214+12%$231.1K$271.3K+$40.2K2026-10-19
Brookstone Capital Management
INCREASED2,0011,990+11+1%$243.6K$261.6K+$18.0K2026-10-22
Clearwater Capital Advisors, LLC
UNCHANGED2,0002,00000%$244.8K$261.5K+$16.7K2026-11-06
Allworth Financial LP
UNCHANGED1,9741,97400%$241.6K$241.6K$02026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED1,9571,770+187+11%$217.5K$255.9K+$38.3K2026-10-13
Nations Financial Group Inc,
DECREASED1,9442,010-66-3%$246.0K$254.2K+$8.1K2026-11-05
MTM Investment Management, LLC
UNCHANGED1,9221,92200%$235.3K$251.3K+$16.0K2026-10-30
Griffin Asset Management, Inc.
INCREASED1,8981,812+86+5%$221.8K$248.1K+$26.4K2026-10-22
Hilton Head Capital Partners, LLC
DECREASED1,8981,934-36-2%$236.7K$248.1K+$11.4K2026-10-23
Ridgeline Wealth Planning, LLC
UNCHANGED1,8581,85800%$227.4K$242.9K+$15.5K2026-10-29
Kestra Private Wealth Services, LLC
UNCHANGED1,8441,84400%$225.7K$241.1K+$15.4K2026-11-06
Kellett Wealth Advisors, LLC
UNCHANGED1,8061,80600%$221.1K$236.1K+$15.1K2026-10-15
Apollon Wealth Management, LLC
NEW1,731—+1,731——$226.4K—2026-10-23
HBW Advisory Services LLC
NEW1,719—+1,719——$224.7K—2026-10-15
Nearside Advisors, LLC
NEW1,714—+1,714——$224.1K—2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED1,6271,775-148-8%$217.2K$212.7K-$4.5K2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED1,5841,726-142-8%$211.2K$207.1K-$4.2K2026-10-20
Wespac Advisors, LLC
NEW1,581—+1,581——$206.7K—2026-10-26
RDA Financial Network
NEW1,540—+1,540——$201.3K—2026-10-15
Creative Financial Designs Inc
INCREASED1,5041,166+338+29%$142.7K$196.6K+$53.9K2026-11-04
Gamma Investing LLC
UNCHANGED1,5011,50100%$183.7K$196.2K+$12.5K2026-10-08
Register Financial Advisors LLC
INCREASED1,4401,356+84+6%$166.0K$188.2K+$22.2K2026-10-23
Ascentis Independent Advisors
NEW1,438—+1,438——$188.0K—2026-11-03
Reap Financial Group, LLC
INCREASED1,2961,293+3+0%$158.3K$169.4K+$11.1K2026-11-02
Russell Investments Group, Ltd.
INCREASED1,2701,200+70+6%$146.9K$166.0K+$19.1K2026-11-06
Parallel Advisors, LLC
DECREASED1,2561,314-58-4%$160.8K$164.2K+$3.4K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED1,1731,269-96-8%$155.3K$153.4K-$2.0K2026-11-03
Atwood & Palmer Inc
UNCHANGED95095000%$116.3K$124.2K+$7.9K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED90090000%$110.2K$117.7K+$7.5K2026-10-23
CoreCap Advisors, LLC
DECREASED8421,165-323-28%$142.6K$110.1K-$32.5K2026-10-08
Cullen T Bankers, Inc.
INCREASED673358+315+88%$43.8K$87.9K+$44.1K2026-10-28
Private Trust Co NA
INCREASED640613+27+4%$75.0K$83.7K+$8.6K2026-10-20
Lanark Financial, Inc.
UNCHANGED63663600%$78.0K$83.2K+$5.3K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED52652600%$25.0K$42.0K+$17.0K2026-11-04
RMG Wealth Management LLC
NEW502—+502——$68.2K—2026-10-26
Heritage Family Offices, LLP
NEW426—+426——$55.7K—2026-11-02
Blue Trust, Inc.
INCREASED406405+1+0%$49.6K$53.1K+$3.5K2026-10-15
Capital Investment Advisory Services, LLC
DECREASED361366-5-1%$44.8K$47.3K+$2.5K2026-10-30
Creative Capital Management Investments LLC
UNCHANGED34934900%$42.7K$45.6K+$2.9K2026-10-28
Rossby Financial, LCC
INCREASED347241+106+44%$29.5K$45.4K+$15.9K2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED30630600%$37.5K$40.0K+$2.6K2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED231227+4+2%$27.8K$30.2K+$2.4K2026-11-02
TD Waterhouse Canada Inc.
INCREASED22680+146+183%$9.9K$29.2K+$19.3K2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED20020000%$24.5K$26.1K+$1.7K2026-10-21
Asset Dedication, LLC
UNCHANGED17617600%$21.5K$23.0K+$1.5K2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED17517500%$21.4K$22.9K+$1.5K2026-10-22
Westside Investment Management, Inc.
UNCHANGED16616600%$20.3K$21.7K+$1.4K2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED15515500%$18.9K$20.3K+$1.3K2026-10-23
Fortis Group Advisors, LLC
UNCHANGED14514500%$17.7K$19.0K+$1.2K2026-11-06
Laurel Wealth Advisors LLC
NEW130—+130——$17.0K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED11511500%$14.1K$15.0K+$9592026-10-27
Tounjian Advisory Partners, LLC
DECREASED105139-34-24%$17.1K$13.7K-$3.4K2026-11-04
Balance Wealth Partners LLC
NEW96—+96——$12.5K—2026-10-27
Financial Perspectives, Inc
UNCHANGED858500%$10.4K$11.1K+$7092026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED575700%$7.0K$7.5K+$4762026-10-16
Buck Wealth Strategies, LLC
UNCHANGED464600%$5.6K$6.0K+$3842026-10-28
US Bancorp \de\
DECREASED40340-300-88%$41.6K$5.2K-$36.4K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED404000%$4.9K$5.2K+$2902026-10-29
Signaturefd, LLC
UNCHANGED323200%$3.9K$4.2K+$2672026-10-23
AlphaCore Capital LLC
UNCHANGED232300%$2.8K$3.0K+$1922026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$2.5K$2.7K+$1762026-10-23
Larson Financial Group LLC
DECREASED1420-6-30%$2.4K$1.8K-$6142026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED141400%$1.7K$1.8K+$1222026-11-02
Compass Financial Management LLC
DECREASED961-52-85%$7.5K$1.2K-$6.3K2026-10-30
Key Capital Management, Inc
UNCHANGED8800%$979$1.0K+$672026-11-03
Allspring Global Investments Holdings, LLC
UNCHANGED3300%$378$388+$102026-11-04
First Heartland Consultants, Inc.
CLOSED09,541-9,541-100%$1.2M$0-$1.2M2026-10-08
Diversify Advisory Services, LLC
CLOSED02,177-2,177-100%$272.4K$0-$272.4K2026-10-20
Diversify Wealth Management, LLC
CLOSED02,177-2,177-100%$272.4K$0-$272.4K2026-10-20
Tucker Asset Management LLC
CLOSED0470-470-100%$57.5K$0-$57.5K2026-10-29
MCF Advisors LLC
CLOSED0326-326-100%$39.9K$0-$39.9K2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED0275-275-100%$33.7K$0-$33.7K2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
CLOSED0244-244-100%$29.8K$0-$29.8K2026-10-28
AdvisorNet Financial, Inc
CLOSED0107-107-100%$13.1K$0-$13.1K2026-10-15
Morgan Stanley
N/A—830,683-830,683-100%$101.7M———
Bank of America Corp
N/A—302,642-302,642-100%$37.0M———
Wells Fargo & Company
N/A—282,254-282,254-100%$34.5M———
Raymond James Financial Inc
N/A—263,113-263,113-100%$32.2M———
UBS Group AG
N/A—177,248-177,248-100%$21.7M———
Goldman Sachs Group Inc
N/A—100,280-100,280-100%$12.3M———
Envestnet Asset Management Inc
N/A—94,077-94,077-100%$11.5M———
Prasad Wealth Partners, LLC
N/A—83,752-83,752-100%$10.3M———
Cetera Investment Advisers
N/A—71,952-71,952-100%$8.8M———
Janney Montgomery Scott LLC
N/A—68,182-68,182-100%$8.3M———
Royal Bank of Canada
N/A—62,495-62,495-100%$7.7M———
HighTower Advisors, LLC
N/A—54,198-54,198-100%$6.6M———
Pgim Custom Harvest LLC
N/A—50,233-50,233-100%$6.1M———
Osaic Holdings, Inc.
N/A—40,350-40,350-100%$4.9M———
Ameriprise Financial Inc
N/A—32,599-32,599-100%$4.0M———
Baird Financial Group, Inc.
N/A—31,210-31,210-100%$3.8M———
Waverly Advisors, LLC
N/A—30,159-30,159-100%$3.7M———
Stifel Financial Corp
N/A—27,258-27,258-100%$3.3M———
Geneos Wealth Management Inc.
N/A—26,754-26,754-100%$3.3M———
PCG Wealth Advisors, LLC
N/A—25,948-25,948-100%$3.2M———
JPMorgan Chase & Co
N/A—23,321-23,321-100%$2.9M———
Steward Partners Investment Advisory, LLC
N/A—20,470-20,470-100%$2.5M———
Private Advisor Group, LLC
N/A—19,924-19,924-100%$2.4M———
Mutual Advisors, LLC
N/A—16,547-16,547-100%$2.0M———
Holistic Financial Partners
N/A—15,279-15,279-100%$1.9M———
Sanctuary Advisors, LLC
N/A—14,363-14,363-100%$1.8M———
Foundations Investment Advisors, LLC
N/A—14,014-14,014-100%$1.7M———
Prosperity Consulting Group, LLC
N/A—13,806-13,806-100%$1.7M———
Quantinno Capital Management LP
N/A—13,041-13,041-100%$1.6M———
Schrum Private Wealth Management LLC
N/A—12,718-12,718-100%$1.3M———
MAI Capital Management
N/A—11,577-11,577-100%$1.4M———
Benjamin Edwards Inc
N/A—11,083-11,083-100%$1.4M———
NewEdge Advisors, LLC
N/A—10,625-10,625-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—9,070-9,070-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—8,333-8,333-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—8,170-8,170-100%$999.9K———
Mercer Global Advisors Inc
N/A—8,111-8,111-100%$992.8K———
Stratos Wealth Partners, Ltd.
N/A—8,014-8,014-100%$981.0K———
Gateway Wealth Partners, LLC
N/A—7,992-7,992-100%$978.2K———
Hancock Whitney Corp
N/A—7,000-7,000-100%$856.8K———
Maridea Wealth Management LLC
N/A—6,906-6,906-100%$845.3K———
Sequoia Financial Advisors, LLC
N/A—6,775-6,775-100%$829.3K———
Jones Financial Companies Lllp
N/A—6,647-6,647-100%$817.1K———
Keating Financial Advisory Services, Inc.
N/A—6,568-6,568-100%$803.9K———
MML Investors Services, LLC
N/A—6,423-6,423-100%$786.2K———
Stephens Inc
N/A—6,265-6,265-100%$766.8K———
Snowden Capital Advisors LLC
N/A—6,263-6,263-100%$766.7K———
Regal Investment Advisors LLC
N/A—6,180-6,180-100%$756.4K———
Kingsview Wealth Management, LLC
N/A—5,795-5,795-100%$709.3K———
Pine Valley Investments Ltd Liability Co
N/A—5,592-5,592-100%$684.4K———
Silver OAK Securities, Incorporated
N/A—5,223-5,223-100%$639.3K———
Captrust Financial Advisors
N/A—5,120-5,120-100%$626.7K———
Western Wealth Management, LLC
N/A—4,934-4,934-100%$603.9K———
AE Wealth Management LLC
N/A—4,888-4,888-100%$598.3K———
Harbour Investments, Inc.
N/A—4,646-4,646-100%$568.7K———
Tradition Wealth Management, LLC
N/A—4,607-4,607-100%$563.9K———
One Charles Private Wealth Services, LLC
N/A—4,518-4,518-100%$553.0K———
World Investment Advisors
N/A—4,515-4,515-100%$498.9K———
OneAscent Financial Services LLC
N/A—4,494-4,494-100%$550.1K———
Kovack Advisors, Inc.
N/A—4,467-4,467-100%$551.0K———
Novak & Powell Financial Services, Inc.
N/A—4,431-4,431-100%$542.4K———
Mosaic Financial Group, LLC
N/A—4,300-4,300-100%$526.0K———
Global Retirement Partners, LLC
N/A—4,161-4,161-100%$509.3K———
Navellier & Associates Inc
N/A—4,060-4,060-100%$496.9K———
NewEdge Wealth, LLC
N/A—4,041-4,041-100%$494.6K———
Gentry Private Wealth, LLC
N/A—3,925-3,925-100%$480.4K———
&partners
N/A—3,831-3,831-100%$468.9K———
Arkadios Wealth Advisors
N/A—3,722-3,722-100%$455.6K———
Fiduciary Financial Advisors
N/A—3,479-3,479-100%$425.6K———
RPg Family Wealth Advisory, LLC
N/A—3,390-3,390-100%$414.9K———
Risk Paradigm Group, LLC
N/A—3,300-3,300-100%$403.9K———
Great Valley Advisor Group, Inc.
N/A—3,266-3,266-100%$400.0K———
Pacific SUN Financial Corp
N/A—3,215-3,215-100%$393.5K———
Bank of Montreal
N/A—3,191-3,191-100%$390.6K———
FMR LLC
N/A—3,097-3,097-100%$379.0K———
Pinnacle Financial Partners, Inc.
N/A—2,993-2,993-100%$366.3K———
Empower Advisory Group, LLC
N/A—2,833-2,833-100%$346.8K———
LaSalle St. Investment Advisors, LLC
N/A—2,823-2,823-100%$345.5K———
Equitable Holdings, Inc.
N/A—2,821-2,821-100%$345.2K———
HighPoint Advisor Group LLC
N/A—2,197-2,197-100%$268.9K———
Orion Porfolio Solutions, LLC
N/A—2,102-2,102-100%$257.3K———
Ameritas Advisory Services, LLC
N/A—2,022-2,022-100%$247.5K———
Petra Financial Advisors Inc
N/A—1,990-1,990-100%$243.6K———
Sovereign Financial Group, Inc.
N/A—1,790-1,790-100%$219.1K———
Cahill Financial Advisors Inc
N/A—1,747-1,747-100%$213.8K———
KMT Wealth Management, LLC
N/A—1,726-1,726-100%$211.2K———
Integrated Wealth Concepts LLC
N/A—1,725-1,725-100%$211.2K———
1776 Wealth LLC
N/A—1,654-1,654-100%$202.5K———
Delos Wealth Advisors, LLC
N/A—1,648-1,648-100%$201.7K———
UBS Asset Management Americas LLC
N/A—1,574-1,574-100%$192.7K———
IFG Advisory, LLC
N/A—1,527-1,527-100%$186.9K———
Capital Analysts, LLC
N/A—1,227-1,227-100%$150.0K———
Topsail Wealth Management, LLC
N/A—1,196-1,196-100%$146.4K———
Tidemark, LLC
N/A—952-952-100%$116.5K———
Bessemer Group Inc
N/A—935-935-100%$114.0K———
Smartleaf Asset Management LLC
N/A—894-894-100%$109.9K———
National Bank of Canada
N/A—839-839-100%$102.3K———
Truvestments Capital LLC
N/A—809-809-100%$99.0K———
Steigerwald, Gordon & Koch Inc.
N/A—728-728-100%$89.1K———
HHM Wealth Advisors, LLC
N/A—594-594-100%$72.7K———
BlackRock, Inc.
N/A—591-591-100%$72.3K———
BFC Planning, Inc.
N/A—570-570-100%$69.7K———
Ameriflex Group, Inc.
N/A—517-517-100%$63.3K———
Founders Financial Alliance, LLC
N/A—505-505-100%$61.8K———
Rothschild Investment LLC
N/A—500-500-100%$61.2K———
O'shaughnessy Asset Management, LLC
N/A—498-498-100%$61.0K———
Crews Bank & Trust
N/A—353-353-100%$43.2K———
Security National Bank of Sioux City Iowa
N/A—322-322-100%$39.4K———
Anchor Investment Management, LLC
N/A—320-320-100%$39.2K———
Allied Private Wealth LLC
N/A—300-300-100%$37.3K———
Glen Eagle Advisors, LLC
N/A—276-276-100%$33.7K———
Howe & Rusling Inc
N/A—211-211-100%$25.8K———
HighMark Wealth Management LLC
N/A—210-210-100%$25.7K———
Blair William & Co
N/A—165-165-100%$20.2K———
Godfrey Financial Associates, Inc.
N/A—150-150-100%$18.4K———
HM Payson & Co
N/A—125-125-100%$15.3K———
JPL Wealth Management, LLC
N/A—100-100-100%$12.2K———
Arax Advisory Partners
N/A—94-94-100%$11.5K———
Park Square Financial Group, LLC
N/A—92-92-100%$11.3K———
Quent Capital, LLC
N/A—75-75-100%$9.2K———
Ancora Advisors LLCA
N/A—68-68-100%$8.3K———
TD Capital Management LLC
N/A—51-51-100%$6.2K———
Ameritas Investment Partners, Inc.
N/A—50-50-100%$6.1K———
Luminist Capital LLC
N/A—34-34-100%$4.2K———
Qube Research & Technologies Ltd
N/A—15-15-100%$1.8K———
Aptus Capital Advisors, LLC
N/A—12-12-100%$1.5K———
Dunhill Financial, LLC
N/A—5-5-100%$612———
Transamerica Financial Advisors, LLC
N/A—1-1-100%$207———
Showing 272 of 272 institutions