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First Trust DJ GL SEL DVD (FGD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park National Corp
INCREASED
Shares594,621 from 583,714
Change+10,907 (+2%)
Value$19.7M (+$1.1M)
Filed 2026-10-05
Commonwealth Equity Services, LLC
INCREASED
Shares539,380 from 530,712
Change+8,668 (+2%)
Value$17.9M (+$913.7K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares399,854 from 389,682
Change+10,172 (+3%)
Value$13.3M (+$797.2K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares252,222 from 245,046
Change+7,176 (+3%)
Value$8.4M (+$527.2K)
Filed 2026-11-06
IMG Wealth Management, Inc.
INCREASED
Shares231,651 from 196,254
Change+35,397 (+18%)
Value$7.7M (+$1.4M)
Filed 2026-10-27
Holcombe Financial, Inc.
NEW
Shares169,056
Change+169,056
Value$5.6M
Filed 2026-10-16
ForthRight Wealth Management, LLC
DECREASED
Shares139,462 from 165,594
Change-26,132 (-16%)
Value$4.6M (-$671.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares132,631 from 127,739
Change+4,892 (+4%)
Value$4.4M (+$313.0K)
Filed 2026-11-02
Compass Financial Services Inc
INCREASED
Shares129,236 from 107,269
Change+21,967 (+20%)
Value$4.3M (+$855.2K)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares127,368 from 122,204
Change+5,164 (+4%)
Value$4.2M (+$3.9K)
Filed 2026-10-26
Creekside Partners
DECREASED
Shares122,569 from 123,044
Change-475 (0%)
Value$4.1M (+$129.4K)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares115,316 from 106,896
Change+8,420 (+8%)
Value$3.8M (+$405.4K)
Filed 2026-10-23
WealthBridge Capital Management, LLC
INCREASED
Shares108,682 from 100,468
Change+8,214 (+8%)
Value$3.6M (+$391.0K)
Filed 2026-10-16
Twelve Points Wealth Management LLC
INCREASED
Shares102,191 from 96,316
Change+5,875 (+6%)
Value$3.4M (+$358.6K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares98,021 from 110,305
Change-12,284 (-11%)
Value$3.3M (-$277.3K)
Filed 2026-10-27
Hobart Private Capital, LLC
INCREASED
Shares97,874 from 96,227
Change+1,647 (+2%)
Value$3.2M (+$168.2K)
Filed 2026-10-19
Smart Wealth LLC
DECREASED
Shares92,422 from 99,371
Change-6,949 (-7%)
Value$3.1M (-$113.2K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares84,855 from 82,654
Change+2,201 (+3%)
Value$2.8M (+$170.5K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares80,192 from 81,757
Change-1,565 (-2%)
Value$2.7M (+$44.6K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares72,990 from 58,900
Change+14,090 (+24%)
Value$2.4M (+$536.9K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares68,732 from 66,822
Change+1,910 (+3%)
Value$2.3M (+$142.2K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares64,171 from 68,629
Change-4,458 (-6%)
Value$2.1M (-$66.9K)
Filed 2026-10-28
RiverTree Advisors, LLC
INCREASED
Shares53,157 from 46,250
Change+6,907 (+15%)
Value$1.8M (+$283.7K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares49,634 from 47,496
Change+2,138 (+5%)
Value$1.6M (+$127.0K)
Filed 2026-10-23
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares48,666 from 49,180
Change-514 (-1%)
Value$1.6M (+$41.0K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares45,372 from 46,212
Change-840 (-2%)
Value$1.5M (+$26.7K)
Filed 2026-11-05
Tcfg Investment Advisors, LLC
DECREASED
Shares43,134 from 43,185
Change-51 (0%)
Value$1.4M (+$49.3K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares40,778 from 40,648
Change+130 (+0%)
Value$1.4M (+$52.3K)
Filed 2026-11-02
Cottonwood Capital Advisors, LLC
DECREASED
Shares39,184 from 39,889
Change-705 (-2%)
Value$1.3M (+$23.7K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
DECREASED
Shares38,757 from 40,718
Change-1,961 (-5%)
Value$1.3M (-$17.0K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares37,218 from 17,941
Change+19,277 (+107%)
Value$1.2M (+$660.6K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares36,421 from 31,049
Change+5,372 (+17%)
Value$1.2M (+$214.8K)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares33,221 from 33,211
Change+10 (+0%)
Value$1.1M (+$39.5K)
Filed 2026-10-14
Stegent Equity Advisors, Inc.
INCREASED
Shares32,983 from 6,900
Change+26,083 (+378%)
Value$1.1M (+$873.3K)
Filed 2026-10-13
Key Capital Management, Inc
DECREASED
Shares32,375 from 32,752
Change-377 (-1%)
Value$1.1M (+$26.2K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares31,942 from 16,292
Change+15,650 (+96%)
Value$1.1M (+$538.4K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares28,219 from 19,505
Change+8,714 (+45%)
Value$936.0K (+$312.1K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares26,988 from 38,284
Change-11,296 (-30%)
Value$895.2K (-$329.5K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares26,219 from 25,157
Change+1,062 (+4%)
Value$858.2K (+$30.5K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares25,347 from 7,616
Change+17,731 (+233%)
Value$853.3K (+$609.4K)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares23,951 from 24,388
Change-437 (-2%)
Value$794.4K (+$14.3K)
Filed 2026-11-04
Ddfg, Inc
INCREASED
Shares22,574 from 22,557
Change+17 (+0%)
Value$748.8K (+$27.2K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares22,318 from 20,055
Change+2,263 (+11%)
Value$740.3K (+$98.7K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED
Shares21,522 from 17,883
Change+3,639 (+20%)
Value$713.9K (+$141.8K)
Filed 2026-10-16
Clearstead Advisors, LLC
NEW
Shares21,385
Change+21,385
Value$709.3K
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares20,654 from 3,283
Change+17,371 (+529%)
Value$685.1K (+$580.1K)
Filed 2026-11-04
LifeWealth Investments, LLC
INCREASED
Shares20,650 from 17,487
Change+3,163 (+18%)
Value$685.0K (+$125.5K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares20,604 from 21,503
Change-899 (-4%)
Value$683.4K (-$4.4K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares20,012 from 19,566
Change+446 (+2%)
Value$663.8K (+$37.9K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares19,198 from 21,849
Change-2,651 (-12%)
Value$636.8K (-$62.2K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares19,082 from 17,993
Change+1,089 (+6%)
Value$632.9K (+$57.4K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares17,793 from 18,065
Change-272 (-2%)
Value$590.2K (+$12.3K)
Filed 2026-10-30
Wiregrass Investment Management LLC
INCREASED
Shares17,554 from 13,225
Change+4,329 (+33%)
Value$582.3K (+$159.2K)
Filed 2026-11-05
Rockport Wealth LLC
DECREASED
Shares17,229 from 17,249
Change-20 (0%)
Value$571.5K (+$19.7K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares15,499 from 15,159
Change+340 (+2%)
Value$508.2K (+$23.4K)
Filed 2026-11-02
1834 Investment Advisors Co
NEW
Shares15,381
Change+15,381
Value$510.2K
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares15,038 from 15,038
Change0 (0%)
Value$498.8K (+$17.7K)
Filed 2026-10-20
Synergy Asset Management, LLC
DECREASED
Shares14,988 from 16,577
Change-1,589 (-10%)
Value$497.2K (-$33.1K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares14,722 from 9,544
Change+5,178 (+54%)
Value$488.3K (+$183.0K)
Filed 2026-10-29
BlueChip Wealth Advisors LLC
INCREASED
Shares14,307 from 12,283
Change+2,024 (+16%)
Value$474.6K (+$81.6K)
Filed 2026-11-03
Macroview Investment Management LLC
INCREASED
Shares14,012 from 13,576
Change+436 (+3%)
Value$464.8K (+$30.5K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares13,769 from 13,849
Change-80 (-1%)
Value$457.0K (+$14.0K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares12,869 from 7,437
Change+5,432 (+73%)
Value$426.9K (+$189.0K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares12,547
Change+12,547
Value$416.2K
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares12,466 from 12,526
Change-60 (0%)
Value$413.5K (+$12.8K)
Filed 2026-11-02
Centerpoint Advisory Group
INCREASED
Shares11,764 from 11,693
Change+71 (+1%)
Value$390.2K (+$16.2K)
Filed 2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares11,691 from 13,833
Change-2,142 (-15%)
Value$387.8K (-$54.7K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares11,413 from 10,617
Change+796 (+8%)
Value$378.6K (+$38.9K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares10,721 from 11,797
Change-1,076 (-9%)
Value$355.6K (-$21.8K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares10,103 from 8,161
Change+1,942 (+24%)
Value$335.1K (+$74.0K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
UNCHANGED
Shares9,471 from 9,471
Change0 (0%)
Value$314.2K (+$11.2K)
Filed 2026-10-19
Novem Group
DECREASED
Shares9,346 from 9,581
Change-235 (-2%)
Value$310.0K (+$3.5K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares8,792 from 7,635
Change+1,157 (+15%)
Value$291.7K (+$47.4K)
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares8,493 from 8,893
Change-400 (-4%)
Value$281.7K (-$2.8K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares7,628
Change+7,628
Value$257.0K
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares7,015 from 7,001
Change+14 (+0%)
Value$232.7K (+$8.7K)
Filed 2026-11-02
Independent Financial Group, LLC
NEW
Shares6,796
Change+6,796
Value$225.4K
Filed 2026-10-13
Kingdom Financial Group Llc.
DECREASED
Shares6,658 from 6,842
Change-184 (-3%)
Value$220.8K (+$2.0K)
Filed 2026-11-04
RDA Financial Network
UNCHANGED
Shares6,422 from 6,422
Change0 (0%)
Value$213.0K (+$7.6K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
NEW
Shares6,391
Change+6,391
Value$213.6K
Filed 2026-10-30
Formidable Asset Management, LLC
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$201.5K (+$378)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares5,346 from 38
Change+5,308 (+13968%)
Value$177.3K (+$176.1K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
INCREASED
Shares5,139 from 4,688
Change+451 (+10%)
Value$170.5K (+$20.5K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares5,014 from 4,920
Change+94 (+2%)
Value$166 (+$9)
Filed 2026-10-02
Compass Financial Management LLC
DECREASED
Shares4,777 from 6,016
Change-1,239 (-21%)
Value$158.5K (-$45.9K)
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares4,559 from 4,437
Change+122 (+3%)
Value$151.2K (+$9.3K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares4,190
Change+4,190
Value$139.0K
Filed 2026-10-21
Rossmore Private Capital
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$131.0K (+$4.7K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$66.3K (+$2.4K)
Filed 2026-10-21
Global Trust Asset Management, LLC
DECREASED
Shares1,980 from 2,730
Change-750 (-27%)
Value$65.7K (-$21.7K)
Filed 2026-10-19
Larson Financial Group LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$60.9K (+$2.2K)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares1,658 from 1,970
Change-312 (-16%)
Value$55.0K (-$8.0K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$41.5K (+$1.5K)
Filed 2026-10-23
Montgomery Financial Services LLC
INCREASED
Shares1,177 from 605
Change+572 (+95%)
Value$39.0K (+$19.7K)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$32 (+$1)
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares574 from 566
Change+8 (+1%)
Value$19.0K (+$923)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares401 from 393
Change+8 (+2%)
Value$13.3K (+$715)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares350
Change+350
Value$11.6K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares327 from 297
Change+30 (+10%)
Value$10.8K (+$1.3K)
Filed 2026-10-23
Evolution Wealth Management Inc.
NEW
Shares177
Change+177
Value$5.9K
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares148 from 67
Change+81 (+121%)
Value$4.9K (+$2.8K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares112
Change+112
Value$3.7K
Filed 2026-10-27
NBH Bank
NEW
Shares81
Change+81
Value$2.7K
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares74 from 37
Change+37 (+100%)
Value$2.5K (+$1.3K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares50 from 100
Change-50 (-50%)
Value$1.7K (-$1.5K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$133 (+$5)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 7,840
Change-7,840 (-100%)
Value$0 (-$250.8K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 443
Change-443 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-15
Activest Wealth Management
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-08
Tucker Asset Management LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$512)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 5,526,216
Change-5,526,216 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,872,883
Change-3,872,883 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,827,933
Change-1,827,933 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,439,472
Change-1,439,472 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,410,118
Change-1,410,118 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,227,175
Change-1,227,175 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,063,000
Change-1,063,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 758,558
Change-758,558 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 622,667
Change-622,667 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 560,500
Change-560,500 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 529,883
Change-529,883 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 518,397
Change-518,397 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 465,842
Change-465,842 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 288,074
Change-288,074 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 245,523
Change-245,523 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 203,506
Change-203,506 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 180,235
Change-180,235 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 169,056
Change-169,056 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 119,529
Change-119,529 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 110,391
Change-110,391 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 110,055
Change-110,055 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 107,669
Change-107,669 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 104,153
Change-104,153 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 102,791
Change-102,791 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 93,405
Change-93,405 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 91,780
Change-91,780 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 88,198
Change-88,198 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 87,167
Change-87,167 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 84,067
Change-84,067 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 80,887
Change-80,887 (-100%)
Value—
&partners
N/A
Shares— from 75,140
Change-75,140 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 65,637
Change-65,637 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 63,315
Change-63,315 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 50,432
Change-50,432 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 48,206
Change-48,206 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 43,676
Change-43,676 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 38,508
Change-38,508 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 38,335
Change-38,335 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 38,088
Change-38,088 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 31,116
Change-31,116 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 30,772
Change-30,772 (-100%)
Value—
Collier Financial
N/A
Shares— from 29,623
Change-29,623 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,918
Change-28,918 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 25,841
Change-25,841 (-100%)
Value—
Stephens Inc
N/A
Shares— from 25,679
Change-25,679 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 25,430
Change-25,430 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 24,004
Change-24,004 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,836
Change-23,836 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,857
Change-22,857 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 21,802
Change-21,802 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,148
Change-21,148 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,771
Change-20,771 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,442
Change-20,442 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,958
Change-19,958 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,574
Change-19,574 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 18,741
Change-18,741 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 18,320
Change-18,320 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,679
Change-17,679 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 16,623
Change-16,623 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 15,976
Change-15,976 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,888
Change-15,888 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,674
Change-15,674 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,439
Change-15,439 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,891
Change-13,891 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 12,350
Change-12,350 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11,431
Change-11,431 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,581
Change-7,581 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,935
Change-6,935 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 6,675
Change-6,675 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 5,855
Change-5,855 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 700
Change-700 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 266
Change-266 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 208
Change-208 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 200
Change-200 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 104
Change-104 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Status
Park National Corp
INCREASED594,621583,714+10,907+2%$18.7M$19.7M+$1.1M2026-10-05
Commonwealth Equity Services, LLC
INCREASED539,380530,712+8,668+2%$17.0M$17.9M+$913.7K2026-11-02
Focus Financial Network, Inc.
INCREASED399,854389,682+10,172+3%$12.5M$13.3M+$797.2K2026-10-14
PNC Financial Services Group, Inc.
INCREASED252,222245,046+7,176+3%$7.8M$8.4M+$527.2K2026-11-06
IMG Wealth Management, Inc.
INCREASED231,651196,254+35,397+18%$6.3M$7.7M+$1.4M2026-10-27
Holcombe Financial, Inc.
NEW169,056—+169,056——$5.6M—2026-10-16
ForthRight Wealth Management, LLC
DECREASED139,462165,594-26,132-16%$5.3M$4.6M-$671.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED132,631127,739+4,892+4%$4.1M$4.4M+$313.0K2026-11-02
Compass Financial Services Inc
INCREASED129,236107,269+21,967+20%$3.4M$4.3M+$855.2K2026-11-06
Triad Wealth Partners, LLC
INCREASED127,368122,204+5,164+4%$4.2M$4.2M+$3.9K2026-10-26
Creekside Partners
DECREASED122,569123,044-4750%$3.9M$4.1M+$129.4K2026-11-04
Trueblood Wealth Management, LLC
INCREASED115,316106,896+8,420+8%$3.4M$3.8M+$405.4K2026-10-23
WealthBridge Capital Management, LLC
INCREASED108,682100,468+8,214+8%$3.2M$3.6M+$391.0K2026-10-16
Twelve Points Wealth Management LLC
INCREASED102,19196,316+5,875+6%$3.1M$3.4M+$358.6K2026-11-03
Lynx Investment Advisory
DECREASED98,021110,305-12,284-11%$3.5M$3.3M-$277.3K2026-10-27
Hobart Private Capital, LLC
INCREASED97,87496,227+1,647+2%$3.1M$3.2M+$168.2K2026-10-19
Smart Wealth LLC
DECREASED92,42299,371-6,949-7%$3.2M$3.1M-$113.2K2026-11-04
RFG Advisory, LLC
INCREASED84,85582,654+2,201+3%$2.6M$2.8M+$170.5K2026-11-03
Truist Financial Corp
DECREASED80,19281,757-1,565-2%$2.6M$2.7M+$44.6K2026-10-30
Kestra Advisory Services, LLC
INCREASED72,99058,900+14,090+24%$1.9M$2.4M+$536.9K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED68,73266,822+1,910+3%$2.1M$2.3M+$142.2K2026-10-16
D.A. Davidson & Co.
DECREASED64,17168,629-4,458-6%$2.2M$2.1M-$66.9K2026-10-28
RiverTree Advisors, LLC
INCREASED53,15746,250+6,907+15%$1.5M$1.8M+$283.7K2026-10-13
Sigma Planning Corp
INCREASED49,63447,496+2,138+5%$1.5M$1.6M+$127.0K2026-10-23
Split Rock Private Trading & Wealth Management, LLC
DECREASED48,66649,180-514-1%$1.6M$1.6M+$41.0K2026-10-15
Fifth Third Bancorp
DECREASED45,37246,212-840-2%$1.5M$1.5M+$26.7K2026-11-05
Tcfg Investment Advisors, LLC
DECREASED43,13443,185-510%$1.4M$1.4M+$49.3K2026-10-20
Creative Planning
INCREASED40,77840,648+130+0%$1.3M$1.4M+$52.3K2026-11-02
Cottonwood Capital Advisors, LLC
DECREASED39,18439,889-705-2%$1.3M$1.3M+$23.7K2026-10-20
Elevated Capital Advisors, LLC
DECREASED38,75740,718-1,961-5%$1.3M$1.3M-$17.0K2026-11-04
Integrity Alliance, Llc.
INCREASED37,21817,941+19,277+107%$574.0K$1.2M+$660.6K2026-10-29
Oppenheimer & Co Inc
INCREASED36,42131,049+5,372+17%$993.3K$1.2M+$214.8K2026-10-26
Triumph Capital Management
INCREASED33,22133,211+10+0%$1.1M$1.1M+$39.5K2026-10-14
Stegent Equity Advisors, Inc.
INCREASED32,9836,900+26,083+378%$220.7K$1.1M+$873.3K2026-10-13
Key Capital Management, Inc
DECREASED32,37532,752-377-1%$1.0M$1.1M+$26.2K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED31,94216,292+15,650+96%$521.2K$1.1M+$538.4K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED28,21919,505+8,714+45%$624.0K$936.0K+$312.1K2026-10-13
First Heartland Consultants, Inc.
DECREASED26,98838,284-11,296-30%$1.2M$895.2K-$329.5K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED26,21925,157+1,062+4%$827.7K$858.2K+$30.5K2026-10-13
Prospera Financial Services Inc
INCREASED25,3477,616+17,731+233%$243.8K$853.3K+$609.4K2026-11-04
Visionary Wealth Advisors
DECREASED23,95124,388-437-2%$780.2K$794.4K+$14.3K2026-11-04
Ddfg, Inc
INCREASED22,57422,557+17+0%$721.6K$748.8K+$27.2K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED22,31820,055+2,263+11%$641.6K$740.3K+$98.7K2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED21,52217,883+3,639+20%$572.1K$713.9K+$141.8K2026-10-16
Clearstead Advisors, LLC
NEW21,385—+21,385——$709.3K—2026-11-06
Creative Financial Designs Inc
INCREASED20,6543,283+17,371+529%$105.0K$685.1K+$580.1K2026-11-04
LifeWealth Investments, LLC
INCREASED20,65017,487+3,163+18%$559.4K$685.0K+$125.5K2026-10-21
Simplicity Wealth,LLC
DECREASED20,60421,503-899-4%$687.9K$683.4K-$4.4K2026-10-23
Compound Planning, Inc.
INCREASED20,01219,566+446+2%$625.9K$663.8K+$37.9K2026-11-05
Atria Investments, Inc
DECREASED19,19821,849-2,651-12%$699.0K$636.8K-$62.2K2026-10-15
Farther Finance Advisors, LLC
INCREASED19,08217,993+1,089+6%$575.6K$632.9K+$57.4K2026-10-08
Capital Investment Advisory Services, LLC
DECREASED17,79318,065-272-2%$577.9K$590.2K+$12.3K2026-10-30
Wiregrass Investment Management LLC
INCREASED17,55413,225+4,329+33%$423.1K$582.3K+$159.2K2026-11-05
Rockport Wealth LLC
DECREASED17,22917,249-200%$551.8K$571.5K+$19.7K2026-11-03
International Assets Investment Management, LLC
INCREASED15,49915,159+340+2%$484.8K$508.2K+$23.4K2026-11-02
1834 Investment Advisors Co
NEW15,381—+15,381——$510.2K—2026-10-16
Private Trust Co NA
UNCHANGED15,03815,03800%$481.1K$498.8K+$17.7K2026-10-20
Synergy Asset Management, LLC
DECREASED14,98816,577-1,589-10%$530.3K$497.2K-$33.1K2026-11-05
XML Financial, LLC
INCREASED14,7229,544+5,178+54%$305.3K$488.3K+$183.0K2026-10-29
BlueChip Wealth Advisors LLC
INCREASED14,30712,283+2,024+16%$392.9K$474.6K+$81.6K2026-11-03
Macroview Investment Management LLC
INCREASED14,01213,576+436+3%$434.3K$464.8K+$30.5K2026-10-26
Thrivent Financial for Lutherans
DECREASED13,76913,849-80-1%$443.0K$457.0K+$14.0K2026-11-05
IFP Advisors, Inc
INCREASED12,8697,437+5,432+73%$237.9K$426.9K+$189.0K2026-10-16
Ascentis Independent Advisors
NEW12,547—+12,547——$416.2K—2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED12,46612,526-600%$400.7K$413.5K+$12.8K2026-11-02
Centerpoint Advisory Group
INCREASED11,76411,693+71+1%$374.1K$390.2K+$16.2K2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED11,69113,833-2,142-15%$442.5K$387.8K-$54.7K2026-10-26
Uptick Partners, LLC
INCREASED11,41310,617+796+8%$339.6K$378.6K+$38.9K2026-11-04
Lanark Financial, Inc.
DECREASED10,72111,797-1,076-9%$377.4K$355.6K-$21.8K2026-10-26
Trilogy Capital Inc.
INCREASED10,1038,161+1,942+24%$261.1K$335.1K+$74.0K2026-10-20
Worth Financial Advisory Group, LLC
UNCHANGED9,4719,47100%$303.0K$314.2K+$11.2K2026-10-19
Novem Group
DECREASED9,3469,581-235-2%$306.5K$310.0K+$3.5K2026-10-19
Nations Financial Group Inc,
INCREASED8,7927,635+1,157+15%$244.3K$291.7K+$47.4K2026-11-05
Archer Investment Corp
DECREASED8,4938,893-400-4%$284.5K$281.7K-$2.8K2026-11-05
StoneX Group Inc.
NEW7,628—+7,628——$257.0K—2026-11-03
Claro Advisors Inc.
INCREASED7,0157,001+14+0%$224.0K$232.7K+$8.7K2026-11-02
Independent Financial Group, LLC
NEW6,796—+6,796——$225.4K—2026-10-13
Kingdom Financial Group Llc.
DECREASED6,6586,842-184-3%$218.9K$220.8K+$2.0K2026-11-04
RDA Financial Network
UNCHANGED6,4226,42200%$205.4K$213.0K+$7.6K2026-10-15
Capital Asset Advisory Services LLC
NEW6,391—+6,391——$213.6K—2026-10-30
Formidable Asset Management, LLC
UNCHANGED6,3006,30000%$201.2K$201.5K+$3782026-11-03
Signature Equity Partners, LLC
INCREASED5,34638+5,308+13968%$1.2K$177.3K+$176.1K2026-10-29
Lloyd Advisory Services, Llc.
INCREASED5,1394,688+451+10%$150.0K$170.5K+$20.5K2026-11-02
CX Institutional
INCREASED5,0144,920+94+2%$157$166+$92026-10-02
Compass Financial Management LLC
DECREASED4,7776,016-1,239-21%$204.4K$158.5K-$45.9K2026-10-30
Raleigh Capital Management Inc.
INCREASED4,5594,437+122+3%$141.9K$151.2K+$9.3K2026-10-28
Root Financial Partners, LLC
NEW4,190—+4,190——$139.0K—2026-10-21
Rossmore Private Capital
UNCHANGED3,9503,95000%$126.4K$131.0K+$4.7K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED2,0002,00000%$64.0K$66.3K+$2.4K2026-10-21
Global Trust Asset Management, LLC
DECREASED1,9802,730-750-27%$87.3K$65.7K-$21.7K2026-10-19
Larson Financial Group LLC
UNCHANGED1,8361,83600%$58.7K$60.9K+$2.2K2026-11-05
SBI Securities Co., Ltd.
DECREASED1,6581,970-312-16%$63.0K$55.0K-$8.0K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED1,2501,25000%$40.0K$41.5K+$1.5K2026-10-23
Montgomery Financial Services LLC
INCREASED1,177605+572+95%$19.4K$39.0K+$19.7K2026-11-03
Avion Wealth
UNCHANGED98898800%$31$32+$12026-11-04
Networth Advisors, LLC
INCREASED574566+8+1%$18.1K$19.0K+$9232026-11-03
Tounjian Advisory Partners, LLC
INCREASED401393+8+2%$12.6K$13.3K+$7152026-11-04
Parkside Financial Bank & Trust
NEW350—+350——$11.6K—2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED327297+30+10%$9.5K$10.8K+$1.3K2026-10-23
Evolution Wealth Management Inc.
NEW177—+177——$5.9K—2026-10-28
Silver Grove Financial Group, Inc.
INCREASED14867+81+121%$2.1K$4.9K+$2.8K2026-11-05
Latitude Advisors, LLC
NEW112—+112——$3.7K—2026-10-27
NBH Bank
NEW81—+81——$2.7K—2026-11-05
Sterling Capital Management LLC
INCREASED7437+37+100%$1.2K$2.5K+$1.3K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED50100-50-50%$3.2K$1.7K-$1.5K2026-11-04
Assetmark, Inc
UNCHANGED4400%$128$133+$52026-10-21
Comprehensive Financial Consultants Institutional, Inc.
CLOSED07,840-7,840-100%$250.8K$0-$250.8K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED0443-443-100%$14.2K$0-$14.2K2026-10-26
AdvisorNet Financial, Inc
CLOSED0273-273-100%$8.7K$0-$8.7K2026-10-15
Activest Wealth Management
CLOSED060-60-100%$1.9K$0-$1.9K2026-10-15
CoreCap Advisors, LLC
CLOSED054-54-100%$1.7K$0-$1.7K2026-10-08
Tucker Asset Management LLC
CLOSED016-16-100%$512$0-$5122026-10-29
LPL Financial LLC
N/A—5,526,216-5,526,216-100%$176.8M———
Wells Fargo & Company
N/A—3,872,883-3,872,883-100%$123.9M———
Morgan Stanley
N/A—1,827,933-1,827,933-100%$58.5M———
UBS Group AG
N/A—1,439,472-1,439,472-100%$46.0M———
Bank of America Corp
N/A—1,410,118-1,410,118-100%$45.1M———
Raymond James Financial Inc
N/A—1,227,175-1,227,175-100%$39.3M———
Fukoku Mutual Life Insurance Co
N/A—1,063,000-1,063,000-100%$34.0M———
Ameriprise Financial Inc
N/A—758,558-758,558-100%$24.2M———
AE Wealth Management LLC
N/A—622,667-622,667-100%$19.9M———
Royal Bank of Canada
N/A—560,500-560,500-100%$17.9M———
Janney Montgomery Scott LLC
N/A—529,883-529,883-100%$17.0M———
Cetera Investment Advisers
N/A—518,397-518,397-100%$16.6M———
Envestnet Asset Management Inc
N/A—465,842-465,842-100%$14.9M———
Jones Financial Companies Lllp
N/A—288,074-288,074-100%$9.3M———
Stonebridge Financial Planning Group, LLC
N/A—245,523-245,523-100%$7.9M———
Stifel Financial Corp
N/A—203,506-203,506-100%$6.5M———
Osaic Holdings, Inc.
N/A—180,235-180,235-100%$5.8M———
Oxford Wealth Group, LLC
N/A—169,056-169,056-100%$5.4M———
Northwestern Mutual Wealth Management Co
N/A—119,529-119,529-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—110,391-110,391-100%$3.5M———
Harvest Investment Services, LLC
N/A—110,055-110,055-100%$3.5M———
Susquehanna International Group, LLP
N/A—107,669-107,669-100%$3.4M———
FSB Premier Wealth Management, Inc.
N/A—104,153-104,153-100%$3.3M———
Gateway Wealth Partners, LLC
N/A—102,791-102,791-100%$3.3M———
Owen LaRue, LLC
N/A—93,405-93,405-100%$3.0M———
Integrated Wealth Concepts LLC
N/A—91,780-91,780-100%$2.9M———
Foundations Investment Advisors, LLC
N/A—88,198-88,198-100%$2.8M———
Bellevue Asset Management, LLC
N/A—87,167-87,167-100%$2.8M———
Equitable Holdings, Inc.
N/A—84,067-84,067-100%$2.7M———
Baird Financial Group, Inc.
N/A—80,887-80,887-100%$2.6M———
&partners
N/A—75,140-75,140-100%$2.4M———
Sanctuary Advisors, LLC
N/A—65,637-65,637-100%$2.1M———
Moors & Cabot, Inc.
N/A—63,315-63,315-100%$2.0M———
SEI Investments Co
N/A—50,432-50,432-100%$1.6M———
Savvy Advisors, Inc.
N/A—48,206-48,206-100%$1.5M———
Mission Creek Capital Partners, Inc.
N/A—43,676-43,676-100%$1.4M———
IFG Advisory, LLC
N/A—38,508-38,508-100%$1.2M———
Benjamin Edwards Inc
N/A—38,335-38,335-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—38,088-38,088-100%$1.2M———
Western Wealth Management, LLC
N/A—31,116-31,116-100%$995.4K———
Legacy Wealth Managment, LLC
N/A—30,772-30,772-100%$984.4K———
Collier Financial
N/A—29,623-29,623-100%$947.6K———
Waverly Advisors, LLC
N/A—28,918-28,918-100%$925.1K———
Intellectus Partners, LLC
N/A—25,841-25,841-100%$826.7K———
Stephens Inc
N/A—25,679-25,679-100%$821.5K———
Gladstone Institutional Advisory LLC
N/A—25,430-25,430-100%$813.5K———
Lowe Brockenbrough & Co Inc
N/A—24,004-24,004-100%$767.9K———
HighTower Advisors, LLC
N/A—23,836-23,836-100%$762.5K———
Stratos Wealth Partners, Ltd.
N/A—22,857-22,857-100%$731.2K———
CIBC Bancorp USA Inc.
N/A—21,802-21,802-100%$697.4K———
Envestnet Portfolio Solutions, Inc.
N/A—21,148-21,148-100%$676.5K———
NewEdge Advisors, LLC
N/A—20,771-20,771-100%$664.5K———
Private Advisor Group, LLC
N/A—20,442-20,442-100%$653.9K———
Harbour Investments, Inc.
N/A—19,958-19,958-100%$638.5K———
Principal Securities, Inc.
N/A—19,574-19,574-100%$626.2K———
Advisors Capital Management, LLC
N/A—18,741-18,741-100%$599.5K———
Howe & Rusling Inc
N/A—18,320-18,320-100%$586.0K———
Mercer Global Advisors Inc
N/A—17,679-17,679-100%$565.6K———
Orion Porfolio Solutions, LLC
N/A—16,623-16,623-100%$531.8K———
Proactive Wealth Strategies LLC
N/A—15,976-15,976-100%$511.1K———
HighPoint Advisor Group LLC
N/A—15,888-15,888-100%$508.2K———
MML Investors Services, LLC
N/A—15,674-15,674-100%$501.4K———
Silver OAK Securities, Incorporated
N/A—15,439-15,439-100%$493.9K———
Pinnacle Financial Partners, Inc.
N/A—13,892-13,892-100%$444.4K———
Arkadios Wealth Advisors
N/A—13,891-13,891-100%$444.4K———
Mariner, LLC
N/A—13,478-13,478-100%$431.2K———
LEE Johnson Capital Management, LLC
N/A—12,350-12,350-100%$395.1K———
Coppell Advisory Solutions LLC
N/A—11,431-11,431-100%$80.4K———
Main Street Financial Solutions, LLC
N/A—10,806-10,806-100%$345.7K———
Ameritas Advisory Services, LLC
N/A—10,328-10,328-100%$330.4K———
Holistic Financial Partners
N/A—9,577-9,577-100%$306.4K———
Snowden Capital Advisors LLC
N/A—9,212-9,212-100%$294.7K———
Smith, Moore & Co.
N/A—9,110-9,110-100%$291.4K———
Advisory Services Network, LLC
N/A—8,437-8,437-100%$269.9K———
IFS Group,LLC
N/A—7,953-7,953-100%$254.4K———
Arax Advisory Partners
N/A—7,789-7,789-100%$249.2K———
FMR LLC
N/A—7,581-7,581-100%$242.5K———
Westbourne Investments, Inc.
N/A—7,500-7,500-100%$239.9K———
Wealthspire Advisors, LLC
N/A—7,470-7,470-100%$239.0K———
Summit Financial, LLC
N/A—7,181-7,181-100%$229.7K———
Kovack Advisors, Inc.
N/A—7,048-7,048-100%$225.5K———
PFG Investments, LLC
N/A—6,935-6,935-100%$221.9K———
FLP Wealth Management, LLC
N/A—6,675-6,675-100%$213.5K———
Keystone Financial Group
N/A—6,664-6,664-100%$213.2K———
Geneos Wealth Management Inc.
N/A—6,474-6,474-100%$207.1K———
Institute for Wealth Management, Llc.
N/A—5,855-5,855-100%$187.3K———
Atlantic Union Bankshares Corp
N/A—5,008-5,008-100%$160.2K———
TD Capital Management LLC
N/A—2,444-2,444-100%$78.2K———
Federation des caisses Desjardins du Quebec
N/A—2,260-2,260-100%$72.3K———
Whittier Trust Co of Nevada Inc
N/A—2,000-2,000-100%$65.6K———
JPMorgan Chase & Co
N/A—1,905-1,905-100%$61.3K———
Rothschild Investment LLC
N/A—1,491-1,491-100%$47.7K———
Global Retirement Partners, LLC
N/A—1,394-1,394-100%$44.6K———
BFC Planning, Inc.
N/A—1,347-1,347-100%$43.1K———
Ameritas Investment Partners, Inc.
N/A—1,235-1,235-100%$39.5K———
Regatta Research & Money Management
N/A—700-700-100%$22.4K———
Tidemark, LLC
N/A—645-645-100%$20.6K———
Aptus Capital Advisors, LLC
N/A—616-616-100%$19.7K———
Godfrey Financial Associates, Inc.
N/A—500-500-100%$16.0K———
Front Row Advisors LLC
N/A—451-451-100%$15.8K———
Luminist Capital LLC
N/A—297-297-100%$9.5K———
FAS Wealth Partners, Inc.
N/A—270-270-100%$8.6K———
SHP Wealth Management
N/A—266-266-100%$8.5K———
National Bank of Canada
N/A—208-208-100%$6.7K———
Bank of Montreal
N/A—200-200-100%$6.4K———
O'shaughnessy Asset Management, LLC
N/A—185-185-100%$5.9K———
Russell Investments Group, Ltd.
N/A—104-104-100%$3.3K———
Darwin Wealth Management, LLC
N/A—77-77-100%$2.5K———
Transamerica Financial Advisors, LLC
N/A—22-22-100%$733———
Showing 221 of 221 institutions