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First Trust Small Cap Core A (FYX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares713,510 from 683,900
Change+29,610 (+4%)
Value$96.0M (-$2.7M)
Filed 2026-11-06
Genesee Capital Advisors, LLC
DECREASED
Shares157,707 from 163,889
Change-6,182 (-4%)
Value$21.2M (-$2.4M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares116,422 from 50,485
Change+65,937 (+131%)
Value$15.7M (+$8.4M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares110,919 from 107,601
Change+3,318 (+3%)
Value$14.9M (-$597.8K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares79,721 from 3,762
Change+75,959 (+2019%)
Value$11.0M (+$10.5M)
Filed 2026-11-04
Crusonia Wealth Advisors LLC
INCREASED
Shares73,940 from 73,453
Change+487 (+1%)
Value$10.0M (-$647.5K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares71,777 from 71,639
Change+138 (+0%)
Value$9.9M (-$185.7K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares70,917 from 67,761
Change+3,156 (+5%)
Value$9.5M (-$233.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares66,844 from 64,962
Change+1,882 (+3%)
Value$9.0M (-$377.3K)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED
Shares60,928 from 59,310
Change+1,618 (+3%)
Value$8.2M (-$357.9K)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares48,228 from 48,579
Change-351 (-1%)
Value$6.5M (-$518.7K)
Filed 2026-10-28
Mainsail Financial Group, LLC
DECREASED
Shares44,625 from 44,673
Change-48 (0%)
Value$6.0M (-$440.1K)
Filed 2026-10-23
City Holding Co
INCREASED
Shares42,219 from 35,861
Change+6,358 (+18%)
Value$5.7M (+$507.8K)
Filed 2026-10-19
Hapanowicz & Associates Financial Services, Inc
DECREASED
Shares41,246 from 41,586
Change-340 (-1%)
Value$5.6M (-$449.5K)
Filed 2026-10-29
MTM Investment Management, LLC
INCREASED
Shares36,993 from 36,765
Change+228 (+1%)
Value$5.0M (-$326.2K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares34,169 from 32,310
Change+1,859 (+6%)
Value$4.6M (+$52.5K)
Filed 2026-10-13
Arrow Investment Advisors, LLC
DECREASED
Shares32,321 from 32,447
Change-126 (0%)
Value$4.4M (-$331.9K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares22,759 from 21,620
Change+1,139 (+5%)
Value$3.1M (-$56.6K)
Filed 2026-11-05
Convergence Financial, LLC
INCREASED
Shares21,676 from 1,954
Change+19,722 (+1009%)
Value$2.9M (+$2.6M)
Filed 2026-10-27
Park National Corp
DECREASED
Shares21,359 from 22,571
Change-1,212 (-5%)
Value$2.9M (-$382.2K)
Filed 2026-10-05
Three Seasons Wealth, LLC
DECREASED
Shares12,602 from 12,719
Change-117 (-1%)
Value$1.7M (-$139.2K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares11,767 from 10,966
Change+801 (+7%)
Value$1.6M (+$1.3K)
Filed 2026-10-16
Level Four Advisory Services, LLC
NEW
Shares11,445
Change+11,445
Value$1.5M
Filed 2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED
Shares11,299 from 11,050
Change+249 (+2%)
Value$1.5M (-$73.7K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares11,242 from 11,748
Change-506 (-4%)
Value$1.5M (-$182.2K)
Filed 2026-10-30
ARS Wealth Advisors Group, LLC
INCREASED
Shares9,983 from 9,980
Change+3 (+0%)
Value$1.3M (-$96.5K)
Filed 2026-10-16
Private Advisory Group LLC
NEW
Shares9,894
Change+9,894
Value$1.3M
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares9,405 from 9,273
Change+132 (+1%)
Value$1.3M (-$72.2K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares9,073 from 9,001
Change+72 (+1%)
Value$1.2M (-$77.7K)
Filed 2026-10-14
Vise Technologies, Inc.
DECREASED
Shares7,319 from 7,470
Change-151 (-2%)
Value$985.0K (-$92.9K)
Filed 2026-10-29
Power Wealth Management LLC
INCREASED
Shares7,097 from 7,056
Change+41 (+1%)
Value$955.2K (-$63.0K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
UNCHANGED
Shares6,935 from 6,935
Change0 (0%)
Value$933.4K (-$67.3K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
DECREASED
Shares6,471 from 7,265
Change-794 (-11%)
Value$870.9K (-$177.4K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares6,458 from 11,459
Change-5,001 (-44%)
Value$869.2K (-$784.4K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,305 from 11,692
Change-5,387 (-46%)
Value$848.6K (-$827.1K)
Filed 2026-10-13
RiverTree Advisors, LLC
NEW
Shares6,209
Change+6,209
Value$835.7K
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares5,885 from 5,863
Change+22 (+0%)
Value$792.2K (-$53.9K)
Filed 2026-11-04
Nations Financial Group Inc,
UNCHANGED
Shares5,363 from 5,363
Change0 (0%)
Value$721.8K (-$52.1K)
Filed 2026-11-05
Keystone Wealth Services, LLC
UNCHANGED
Shares5,125 from 5,125
Change0 (0%)
Value$692.8K (-$46.8K)
Filed 2026-11-03
Root Financial Partners, LLC
DECREASED
Shares4,977 from 5,424
Change-447 (-8%)
Value$669.8K (-$112.8K)
Filed 2026-10-21
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares4,563 from 4,563
Change0 (0%)
Value$614.1K (-$44.3K)
Filed 2026-10-28
Brown Miller Wealth Management, LLC
UNCHANGED
Shares4,397 from 4,397
Change0 (0%)
Value$591.8K (-$42.7K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
DECREASED
Shares4,354 from 4,378
Change-24 (-1%)
Value$586.0K (-$45.7K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares4,325 from 4,552
Change-227 (-5%)
Value$582.1K (-$74.8K)
Filed 2026-11-02
Oppenheimer & Co Inc
UNCHANGED
Shares4,129 from 4,129
Change0 (0%)
Value$555.7K (-$40.1K)
Filed 2026-10-26
Balboa Wealth Partners
DECREASED
Shares4,031 from 4,520
Change-489 (-11%)
Value$542.6K (-$109.6K)
Filed 2026-10-20
Krilogy Financial LLC
UNCHANGED
Shares3,940 from 3,940
Change0 (0%)
Value$533.8K (-$34.7K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares3,818 from 4,955
Change-1,137 (-23%)
Value$513.8K (-$201.1K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares3,809 from 3,842
Change-33 (-1%)
Value$512.7K (-$41.7K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,788 from 4,782
Change-994 (-21%)
Value$509.9K (-$180.2K)
Filed 2026-10-23
Gibbs Wealth Management
DECREASED
Shares3,625 from 3,752
Change-127 (-3%)
Value$487.9K (-$53.5K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares3,278 from 1,753
Change+1,525 (+87%)
Value$441.2K (+$188.2K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$430.4K (-$28.3K)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares3,154 from 2,924
Change+230 (+8%)
Value$424.5K (+$2.6K)
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares2,785 from 2,814
Change-29 (-1%)
Value$374.8K (-$31.2K)
Filed 2026-10-20
Wealth Effects LLC
UNCHANGED
Shares2,711 from 2,711
Change0 (0%)
Value$364.9K (-$26.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares2,702 from 2,752
Change-50 (-2%)
Value$363.7K (-$33.3K)
Filed 2026-11-06
Citizens Financial Group Inc
NEW
Shares2,575
Change+2,575
Value$346.6K
Filed 2026-10-23
Moneco Advisors, LLC
NEW
Shares2,557
Change+2,557
Value$344.1K
Filed 2026-11-05
QTR Family Wealth, LLC
INCREASED
Shares2,510 from 2,508
Change+2 (+0%)
Value$337.8K (-$24.0K)
Filed 2026-11-02
Venture Visionary Partners LLC
UNCHANGED
Shares2,466 from 2,466
Change0 (0%)
Value$332.0K (-$23.9K)
Filed 2026-10-07
Independent Financial Group, LLC
DECREASED
Shares2,408 from 2,543
Change-135 (-5%)
Value$324.1K (-$42.9K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares2,357 from 2,357
Change0 (0%)
Value$340.1K ($0)
Filed 2026-11-06
HBK Sorce Advisory LLC
DECREASED
Shares2,211 from 2,224
Change-13 (-1%)
Value$303.2K (-$20.9K)
Filed 2026-11-06
Farrell Financial LLC
INCREASED
Shares2,200 from 2,195
Change+5 (+0%)
Value$296.1K (-$20.6K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares2,185 from 1,887
Change+298 (+16%)
Value$294.0K (+$22.0K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$285.7K (-$20.6K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares2,078 from 2,155
Change-77 (-4%)
Value$279.7K (-$31.3K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares2,061 from 1,702
Change+359 (+21%)
Value$277.4K (+$31.8K)
Filed 2026-10-08
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$264.5K (-$19.1K)
Filed 2026-11-03
Advisortrust Partners, LLC
NEW
Shares1,886
Change+1,886
Value$253.9K
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares1,843 from 1,843
Change0 (0%)
Value$248.0K (-$17.9K)
Filed 2026-11-02
Truefg, LLC
INCREASED
Shares1,753 from 1,501
Change+252 (+17%)
Value$235.9K (+$19.3K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
DECREASED
Shares1,721 from 1,799
Change-78 (-4%)
Value$231.6K (-$28.0K)
Filed 2026-10-22
Brady Family Wealth, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$223.4K (-$16.1K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$222.5K (-$16.0K)
Filed 2026-10-29
Boston Standard Wealth Management, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$216.9K (-$15.8K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares1,601 from 1,600
Change+1 (+0%)
Value$215.5K (-$15.3K)
Filed 2026-11-05
Kings Path Partners LLC
DECREASED
Shares1,570 from 1,591
Change-21 (-1%)
Value$211.3K (-$18.3K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares958 from 1,365
Change-407 (-30%)
Value$128.9K (-$68.0K)
Filed 2026-10-08
CX Institutional
DECREASED
Shares720 from 911
Change-191 (-21%)
Value$97 (-$34)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
INCREASED
Shares478 from 419
Change+59 (+14%)
Value$64.3K (+$3.9K)
Filed 2026-10-28
Reap Financial Group, LLC
INCREASED
Shares475 from 473
Change+2 (+0%)
Value$63.9K (-$4.4K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares408 from 378
Change+30 (+8%)
Value$54.9K (+$369)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares388
Change+388
Value$52.2K
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$40.4K (-$2.9K)
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$30.0K (+$30.0K)
Filed 2026-11-04
Investors Research Corp
NEW
Shares142
Change+142
Value$19.1K
Filed 2026-10-07
SJS Investment Consulting Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$15.6K (-$1.1K)
Filed 2026-10-26
Kozak & Associates, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$15.5K (-$474)
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$14.2K (-$993)
Filed 2026-11-05
Compass Financial Management LLC
NEW
Shares101
Change+101
Value$13.6K
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.5K (-$971)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.5K (-$896)
Filed 2026-10-29
Mcdonald Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.5K (-$971)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$13.1K (-$942)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$12.5K (-$903)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$8.6K (-$621)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$7.4K (-$534)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.7K (-$340)
Filed 2026-10-13
Russell Investments Group, Ltd.
NEW
Shares33
Change+33
Value$4.4K
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares29 from 405
Change-376 (-93%)
Value$3.9K (-$54.5K)
Filed 2026-10-14
Parallel Advisors, LLC
NEW
Shares16
Change+16
Value$2.2K
Filed 2026-11-03
Assetmark, Inc
NEW
Shares2
Change+2
Value$269
Filed 2026-10-21
Citigroup Inc
NEW
Shares2
Change+2
Value$269
Filed 2026-11-04
Roman Butler Fullerton & Co
CLOSED
Shares0 from 24,128
Change-24,128 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-27
Catalyst Investment Management LLC
CLOSED
Shares0 from 17,580
Change-17,580 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-21
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,023
Change-9,023 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 5,259
Change-5,259 (-100%)
Value$0 (-$758.9K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 2,498
Change-2,498 (-100%)
Value$0 (-$360.5K)
Filed 2026-10-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,724
Change-1,724 (-100%)
Value$0 (-$248.8K)
Filed 2026-11-05
Fulcrum Equity Management
CLOSED
Shares0 from 1,711
Change-1,711 (-100%)
Value$0 (-$246.9K)
Filed 2026-10-21
Creative Financial Designs Inc
CLOSED
Shares0 from 1,583
Change-1,583 (-100%)
Value$0 (-$228.4K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 1,399
Change-1,399 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 546
Change-546 (-100%)
Value$0 (-$78.8K)
Filed 2026-10-28
Northstar Asset Management Co
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$56.5K)
Filed 2026-10-22
Evolution Wealth Management Inc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 163
Change-163 (-100%)
Value$0 (-$23.4K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-29
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-06
Wells Fargo & Company
N/A
Shares— from 715,280
Change-715,280 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 704,083
Change-704,083 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 678,078
Change-678,078 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 435,608
Change-435,608 (-100%)
Value—
UBS Group AG
N/A
Shares— from 421,883
Change-421,883 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 357,405
Change-357,405 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 263,066
Change-263,066 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 151,913
Change-151,913 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 120,332
Change-120,332 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 101,266
Change-101,266 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 66,712
Change-66,712 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 54,429
Change-54,429 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 53,610
Change-53,610 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 50,930
Change-50,930 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 44,404
Change-44,404 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,178
Change-37,178 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 36,502
Change-36,502 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 36,340
Change-36,340 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 31,950
Change-31,950 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,593
Change-30,593 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 30,029
Change-30,029 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 29,983
Change-29,983 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 29,812
Change-29,812 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 29,597
Change-29,597 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 27,424
Change-27,424 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,106
Change-22,106 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,714
Change-21,714 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 21,515
Change-21,515 (-100%)
Value—
&partners
N/A
Shares— from 20,069
Change-20,069 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,823
Change-17,823 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,691
Change-13,691 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,381
Change-13,381 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 11,270
Change-11,270 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,560
Change-8,560 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,422
Change-7,422 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,260
Change-7,260 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,978
Change-6,978 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,196
Change-6,196 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,186
Change-5,186 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 530
Change-530 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 502
Change-502 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Blair William & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 193
Change-193 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED713,510683,900+29,610+4%$98.7M$96.0M-$2.7M2026-11-06
Genesee Capital Advisors, LLC
DECREASED157,707163,889-6,182-4%$23.6M$21.2M-$2.4M2026-10-20
Kestra Advisory Services, LLC
INCREASED116,42250,485+65,937+131%$7.3M$15.7M+$8.4M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED110,919107,601+3,318+3%$15.5M$14.9M-$597.8K2026-10-16
Prospera Financial Services Inc
INCREASED79,7213,762+75,959+2019%$543.1K$11.0M+$10.5M2026-11-04
Crusonia Wealth Advisors LLC
INCREASED73,94073,453+487+1%$10.6M$10.0M-$647.5K2026-10-26
Chicago Partners Investment Group LLC
INCREASED71,77771,639+138+0%$10.1M$9.9M-$185.7K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED70,91767,761+3,156+5%$9.8M$9.5M-$233.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED66,84464,962+1,882+3%$9.4M$9.0M-$377.3K2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED60,92859,310+1,618+3%$8.6M$8.2M-$357.9K2026-10-14
D.A. Davidson & Co.
DECREASED48,22848,579-351-1%$7.0M$6.5M-$518.7K2026-10-28
Mainsail Financial Group, LLC
DECREASED44,62544,673-480%$6.4M$6.0M-$440.1K2026-10-23
City Holding Co
INCREASED42,21935,861+6,358+18%$5.2M$5.7M+$507.8K2026-10-19
Hapanowicz & Associates Financial Services, Inc
DECREASED41,24641,586-340-1%$6.0M$5.6M-$449.5K2026-10-29
MTM Investment Management, LLC
INCREASED36,99336,765+228+1%$5.3M$5.0M-$326.2K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED34,16932,310+1,859+6%$4.6M$4.6M+$52.5K2026-10-13
Arrow Investment Advisors, LLC
DECREASED32,32132,447-1260%$4.7M$4.4M-$331.9K2026-11-02
Fifth Third Bancorp
INCREASED22,75921,620+1,139+5%$3.1M$3.1M-$56.6K2026-11-05
Convergence Financial, LLC
INCREASED21,6761,954+19,722+1009%$282.0K$2.9M+$2.6M2026-10-27
Park National Corp
DECREASED21,35922,571-1,212-5%$3.3M$2.9M-$382.2K2026-10-05
Three Seasons Wealth, LLC
DECREASED12,60212,719-117-1%$1.8M$1.7M-$139.2K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED11,76710,966+801+7%$1.6M$1.6M+$1.3K2026-10-16
Level Four Advisory Services, LLC
NEW11,445—+11,445——$1.5M—2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED11,29911,050+249+2%$1.6M$1.5M-$73.7K2026-11-05
Truist Financial Corp
DECREASED11,24211,748-506-4%$1.7M$1.5M-$182.2K2026-10-30
ARS Wealth Advisors Group, LLC
INCREASED9,9839,980+3+0%$1.4M$1.3M-$96.5K2026-10-16
Private Advisory Group LLC
NEW9,894—+9,894——$1.3M—2026-11-06
US Bancorp \de\
INCREASED9,4059,273+132+1%$1.3M$1.3M-$72.2K2026-11-05
Triumph Capital Management
INCREASED9,0739,001+72+1%$1.3M$1.2M-$77.7K2026-10-14
Vise Technologies, Inc.
DECREASED7,3197,470-151-2%$1.1M$985.0K-$92.9K2026-10-29
Power Wealth Management LLC
INCREASED7,0977,056+41+1%$1.0M$955.2K-$63.0K2026-10-27
Daymark Wealth Partners, LLC
UNCHANGED6,9356,93500%$1.0M$933.4K-$67.3K2026-11-04
Tcfg Investment Advisors, LLC
DECREASED6,4717,265-794-11%$1.0M$870.9K-$177.4K2026-10-20
RFG Advisory, LLC
DECREASED6,45811,459-5,001-44%$1.7M$869.2K-$784.4K2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED6,30511,692-5,387-46%$1.7M$848.6K-$827.1K2026-10-13
RiverTree Advisors, LLC
NEW6,209—+6,209——$835.7K—2026-10-13
Lido Advisors, LLC
INCREASED5,8855,863+22+0%$846.1K$792.2K-$53.9K2026-11-04
Nations Financial Group Inc,
UNCHANGED5,3635,36300%$773.9K$721.8K-$52.1K2026-11-05
Keystone Wealth Services, LLC
UNCHANGED5,1255,12500%$739.5K$692.8K-$46.8K2026-11-03
Root Financial Partners, LLC
DECREASED4,9775,424-447-8%$782.6K$669.8K-$112.8K2026-10-21
Morey & Quinn Wealth Partners, LLC
UNCHANGED4,5634,56300%$658.4K$614.1K-$44.3K2026-10-28
Brown Miller Wealth Management, LLC
UNCHANGED4,3974,39700%$634.5K$591.8K-$42.7K2026-11-02
Trueblood Wealth Management, LLC
DECREASED4,3544,378-24-1%$631.7K$586.0K-$45.7K2026-10-23
Creative Planning
DECREASED4,3254,552-227-5%$656.9K$582.1K-$74.8K2026-11-02
Oppenheimer & Co Inc
UNCHANGED4,1294,12900%$595.8K$555.7K-$40.1K2026-10-26
Balboa Wealth Partners
DECREASED4,0314,520-489-11%$652.2K$542.6K-$109.6K2026-10-20
Krilogy Financial LLC
UNCHANGED3,9403,94000%$568.5K$533.8K-$34.7K2026-10-13
KPP Advisory Services LLC
DECREASED3,8184,955-1,137-23%$714.9K$513.8K-$201.1K2026-10-26
Hilton Head Capital Partners, LLC
DECREASED3,8093,842-33-1%$554.4K$512.7K-$41.7K2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED3,7884,782-994-21%$690.1K$509.9K-$180.2K2026-10-23
Gibbs Wealth Management
DECREASED3,6253,752-127-3%$541.4K$487.9K-$53.5K2026-10-22
Atria Investments, Inc
INCREASED3,2781,753+1,525+87%$253.0K$441.2K+$188.2K2026-10-15
Fragasso Financial Advisors Inc
UNCHANGED3,1793,17900%$458.7K$430.4K-$28.3K2026-10-13
Partners Wealth Management, LLC
INCREASED3,1542,924+230+8%$421.9K$424.5K+$2.6K2026-10-28
Private Trust Co NA
DECREASED2,7852,814-29-1%$406.0K$374.8K-$31.2K2026-10-20
Wealth Effects LLC
UNCHANGED2,7112,71100%$391.2K$364.9K-$26.2K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED2,7022,752-50-2%$397.1K$363.7K-$33.3K2026-11-06
Citizens Financial Group Inc
NEW2,575—+2,575——$346.6K—2026-10-23
Moneco Advisors, LLC
NEW2,557—+2,557——$344.1K—2026-11-05
QTR Family Wealth, LLC
INCREASED2,5102,508+2+0%$361.8K$337.8K-$24.0K2026-11-02
Venture Visionary Partners LLC
UNCHANGED2,4662,46600%$355.8K$332.0K-$23.9K2026-10-07
Independent Financial Group, LLC
DECREASED2,4082,543-135-5%$366.9K$324.1K-$42.9K2026-10-13
Allworth Financial LP
UNCHANGED2,3572,35700%$340.1K$340.1K$02026-11-06
HBK Sorce Advisory LLC
DECREASED2,2112,224-13-1%$324.1K$303.2K-$20.9K2026-11-06
Farrell Financial LLC
INCREASED2,2002,195+5+0%$316.8K$296.1K-$20.6K2026-10-16
Wedbush Securities Inc
INCREASED2,1851,887+298+16%$272.0K$294.0K+$22.0K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,1232,12300%$306.3K$285.7K-$20.6K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED2,0782,155-77-4%$311.0K$279.7K-$31.3K2026-11-05
Gamma Investing LLC
INCREASED2,0611,702+359+21%$245.6K$277.4K+$31.8K2026-10-08
American Institute for Advanced Investment Management, LLP
UNCHANGED1,9651,96500%$283.5K$264.5K-$19.1K2026-11-03
Advisortrust Partners, LLC
NEW1,886—+1,886——$253.9K—2026-11-02
Walkner Condon Financial Advisors LLC
UNCHANGED1,8431,84300%$265.9K$248.0K-$17.9K2026-11-02
Truefg, LLC
INCREASED1,7531,501+252+17%$216.6K$235.9K+$19.3K2026-10-15
Sagespring Wealth Partners, LLC
DECREASED1,7211,799-78-4%$259.6K$231.6K-$28.0K2026-10-22
Brady Family Wealth, LLC
UNCHANGED1,6601,66000%$239.5K$223.4K-$16.1K2026-11-02
Summit Wealth Group LLC / Co
UNCHANGED1,6531,65300%$238.5K$222.5K-$16.0K2026-10-29
Boston Standard Wealth Management, LLC
UNCHANGED1,6111,61100%$232.7K$216.9K-$15.8K2026-10-07
J.W. Cole Advisors, Inc.
INCREASED1,6011,600+1+0%$230.8K$215.5K-$15.3K2026-11-05
Kings Path Partners LLC
DECREASED1,5701,591-21-1%$229.6K$211.3K-$18.3K2026-10-21
Farther Finance Advisors, LLC
DECREASED9581,365-407-30%$196.9K$128.9K-$68.0K2026-10-08
CX Institutional
DECREASED720911-191-21%$131$97-$342026-10-02
Financial Network Wealth Advisors LLC
INCREASED478419+59+14%$60.5K$64.3K+$3.9K2026-10-28
Reap Financial Group, LLC
INCREASED475473+2+0%$68.3K$63.9K-$4.4K2026-11-02
IFP Advisors, Inc
INCREASED408378+30+8%$54.5K$54.9K+$3692026-10-16
Jacobi Capital Management LLC
NEW388—+388——$52.2K—2026-11-05
First Bancorp, Inc
UNCHANGED30030000%$43.3K$40.4K-$2.9K2026-10-26
Avion Wealth
UNCHANGED22522500%$32$30.0K+$30.0K2026-11-04
Investors Research Corp
NEW142—+142——$19.1K—2026-10-07
SJS Investment Consulting Inc.
UNCHANGED11611600%$16.7K$15.6K-$1.1K2026-10-26
Kozak & Associates, Inc.
UNCHANGED11211200%$16.0K$15.5K-$4742026-10-29
Larson Financial Group LLC
UNCHANGED10510500%$15.2K$14.2K-$9932026-11-05
Compass Financial Management LLC
NEW101—+101——$13.6K—2026-10-30
Financial Perspectives, Inc
UNCHANGED10010000%$14.4K$13.5K-$9712026-11-03
Salomon & Ludwin, LLC
UNCHANGED10010000%$14.4K$13.5K-$8962026-10-29
Mcdonald Partners LLC
UNCHANGED10010000%$14.4K$13.5K-$9712026-11-03
Key FInancial Inc
UNCHANGED979700%$14.0K$13.1K-$9422026-11-02
PNC Financial Services Group, Inc.
UNCHANGED939300%$13.4K$12.5K-$9032026-11-06
Mather Group, Llc.
UNCHANGED646400%$9.2K$8.6K-$6212026-10-14
CoreCap Advisors, LLC
UNCHANGED555500%$7.9K$7.4K-$5342026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED353500%$5.1K$4.7K-$3402026-10-13
Russell Investments Group, Ltd.
NEW33—+33——$4.4K—2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED29405-376-93%$58.4K$3.9K-$54.5K2026-10-14
Parallel Advisors, LLC
NEW16—+16——$2.2K—2026-11-03
Assetmark, Inc
NEW2—+2——$269—2026-10-21
Citigroup Inc
NEW2—+2——$269—2026-11-04
Roman Butler Fullerton & Co
CLOSED024,128-24,128-100%$3.4M$0-$3.4M2026-10-27
Catalyst Investment Management LLC
CLOSED017,580-17,580-100%$2.5M$0-$2.5M2026-10-21
Axxcess Wealth Management, LLC
CLOSED09,023-9,023-100%$1.3M$0-$1.3M2026-10-21
VestGen Advisors, LLC
CLOSED05,259-5,259-100%$758.9K$0-$758.9K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED02,498-2,498-100%$360.5K$0-$360.5K2026-10-14
Jefferies Financial Group Inc.
CLOSED01,724-1,724-100%$248.8K$0-$248.8K2026-11-05
Fulcrum Equity Management
CLOSED01,711-1,711-100%$246.9K$0-$246.9K2026-10-21
Creative Financial Designs Inc
CLOSED01,583-1,583-100%$228.4K$0-$228.4K2026-11-04
Signature Estate & Investment Advisors LLC
CLOSED01,399-1,399-100%$201.9K$0-$201.9K2026-10-13
MCF Advisors LLC
CLOSED0546-546-100%$78.8K$0-$78.8K2026-10-28
Northstar Asset Management Co
CLOSED0400-400-100%$56.5K$0-$56.5K2026-10-22
Evolution Wealth Management Inc.
CLOSED0260-260-100%$37.5K$0-$37.5K2026-10-28
International Assets Investment Management, LLC
CLOSED0163-163-100%$23.4K$0-$23.4K2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED043-43-100%$6.2K$0-$6.2K2026-10-29
Institute for Wealth Management, Llc.
CLOSED09-9-100%$1.4K$0-$1.4K2026-11-06
Wells Fargo & Company
N/A—715,280-715,280-100%$103.2M———
Royal Bank of Canada
N/A—704,083-704,083-100%$101.6M———
Morgan Stanley
N/A—678,078-678,078-100%$97.8M———
Raymond James Financial Inc
N/A—435,608-435,608-100%$62.9M———
UBS Group AG
N/A—421,883-421,883-100%$60.9M———
Bank of America Corp
N/A—357,405-357,405-100%$51.6M———
Janney Montgomery Scott LLC
N/A—263,066-263,066-100%$38.0M———
Cetera Investment Advisers
N/A—151,913-151,913-100%$21.9M———
Northwestern Mutual Wealth Management Co
N/A—120,332-120,332-100%$17.4M———
Envestnet Asset Management Inc
N/A—101,266-101,266-100%$14.6M———
Per Stirling Capital Management, Llc.
N/A—66,712-66,712-100%$9.6M———
Stifel Financial Corp
N/A—54,429-54,429-100%$7.9M———
Geneos Wealth Management Inc.
N/A—53,610-53,610-100%$7.7M———
FWG Holdings, LLC
N/A—50,930-50,930-100%$7.2M———
Osaic Holdings, Inc.
N/A—44,404-44,404-100%$6.4M———
JPMorgan Chase & Co
N/A—37,178-37,178-100%$5.3M———
HighTower Advisors, LLC
N/A—36,502-36,502-100%$5.3M———
Jones Financial Companies Lllp
N/A—36,340-36,340-100%$5.2M———
Troutman Wealth Management, LLC
N/A—31,950-31,950-100%$4.6M———
Baird Financial Group, Inc.
N/A—30,593-30,593-100%$4.4M———
Harbour Investments, Inc.
N/A—30,029-30,029-100%$4.3M———
Regal Investment Advisors LLC
N/A—29,983-29,983-100%$4.3M———
MML Investors Services, LLC
N/A—29,812-29,812-100%$4.3M———
Western Wealth Management, LLC
N/A—29,597-29,597-100%$4.3M———
Dorsey Wright & Associates
N/A—27,424-27,424-100%$4.0M———
Equitable Holdings, Inc.
N/A—22,106-22,106-100%$3.2M———
Arkadios Wealth Advisors
N/A—21,714-21,714-100%$3.1M———
IFG Advisory, LLC
N/A—21,515-21,515-100%$3.1M———
&partners
N/A—20,069-20,069-100%$2.9M———
Two Sigma Investments, LP
N/A—18,900-18,900-100%$2.7M———
Sanctuary Advisors, LLC
N/A—17,823-17,823-100%$2.6M———
Lakeridge Wealth Management LLC
N/A—15,072-15,072-100%$2.2M———
Private Advisor Group, LLC
N/A—13,691-13,691-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—13,381-13,381-100%$1.9M———
Sun Financial Inc
N/A—11,270-11,270-100%$1.6M———
Keystone Financial Group
N/A—11,156-11,156-100%$1.6M———
Mercer Global Advisors Inc
N/A—9,529-9,529-100%$1.4M———
Mariner, LLC
N/A—8,560-8,560-100%$1.2M———
Flow Traders U.S. LLC
N/A—8,116-8,116-100%$1.2M———
Maridea Wealth Management LLC
N/A—7,422-7,422-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—7,260-7,260-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—6,978-6,978-100%$1.0M———
Perennial Investment Advisors, LLC
N/A—6,196-6,196-100%$894.0K———
Stephens Inc
N/A—5,500-5,500-100%$793.6K———
Captrust Financial Advisors
N/A—5,186-5,186-100%$748.4K———
VestGen Investment Management
N/A—5,128-5,128-100%$740.0K———
Susquehanna International Group, LLP
N/A—5,124-5,124-100%$739.4K———
Snowden Capital Advisors LLC
N/A—4,831-4,831-100%$697.0K———
Atlas Legacy Advisors, LLC
N/A—4,626-4,626-100%$667.5K———
NewEdge Advisors, LLC
N/A—4,614-4,614-100%$665.7K———
Waverly Advisors, LLC
N/A—4,613-4,613-100%$665.6K———
Goldman Sachs Group Inc
N/A—4,393-4,393-100%$633.9K———
Belpointe Asset Management LLC
N/A—4,352-4,352-100%$628.1K———
Tudor Financial Inc.
N/A—4,180-4,180-100%$603.2K———
Legacy Capital Group California, Inc.
N/A—3,914-3,914-100%$564.8K———
Fiduciary Financial Advisors
N/A—3,765-3,765-100%$543.3K———
HM Payson & Co
N/A—3,540-3,540-100%$510.8K———
Element Wealth, LLC
N/A—3,414-3,414-100%$492.6K———
Ausdal Financial Partners, Inc.
N/A—3,346-3,346-100%$482.8K———
Great Valley Advisor Group, Inc.
N/A—2,888-2,888-100%$417.0K———
IHT Wealth Management, LLC
N/A—2,769-2,769-100%$399.6K———
Zacks Investment Management
N/A—2,548-2,548-100%$367.7K———
Arax Advisory Partners
N/A—2,337-2,337-100%$337.2K———
Ameritas Advisory Services, LLC
N/A—2,333-2,333-100%$336.6K———
Citadel Advisors LLC
N/A—2,331-2,331-100%$336.4K———
Tidemark, LLC
N/A—2,330-2,330-100%$336.2K———
PCG Wealth Advisors, LLC
N/A—2,312-2,312-100%$333.6K———
Jane Street Group, LLC
N/A—2,247-2,247-100%$324.2K———
Jaffetilchin Investment Partners, LLC
N/A—2,016-2,016-100%$290.9K———
Advyzon Investment Management, LLC
N/A—1,999-1,999-100%$288.4K———
Cedrus Wealth Group LLC
N/A—1,974-1,974-100%$284.8K———
Aspen Capital Management, LLC
N/A—1,974-1,974-100%$284.8K———
Vestmark Advisory Solutions, Inc.
N/A—1,846-1,846-100%$266.4K———
BFC Planning, Inc.
N/A—1,798-1,798-100%$259.4K———
Arkos Global Advisors
N/A—1,662-1,662-100%$240.0K———
Ballentine Partners, LLC
N/A—1,591-1,591-100%$229.6K———
IFS Group,LLC
N/A—1,546-1,546-100%$223.1K———
FMR LLC
N/A—1,522-1,522-100%$219.6K———
Proactive Wealth Strategies LLC
N/A—1,512-1,512-100%$218.1K———
Orion Porfolio Solutions, LLC
N/A—1,464-1,464-100%$211.3K———
Focus Partners Wealth
N/A—1,452-1,452-100%$209.6K———
Kovack Advisors, Inc.
N/A—1,442-1,442-100%$208.0K———
BlackRock, Inc.
N/A—1,020-1,020-100%$147.2K———
UBS Asset Management Americas LLC
N/A—975-975-100%$140.7K———
O'shaughnessy Asset Management, LLC
N/A—702-702-100%$101.3K———
Private Wealth Asset Management, LLC
N/A—618-618-100%$89.2K———
Mpwm Advisory Solutions, LLC
N/A—603-603-100%$87.0K———
Ameriflex Group, Inc.
N/A—530-530-100%$76.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—502-502-100%$72.4K———
Synergy Investment Management, LLC
N/A—500-500-100%$72.1K———
Blair William & Co
N/A—300-300-100%$43.3K———
Global Retirement Partners, LLC
N/A—286-286-100%$41.3K———
Alerus Financial NA
N/A—193-193-100%$27.8K———
Hantz Financial Services, Inc.
N/A—175-175-100%$25.0K———
Smartleaf Asset Management LLC
N/A—165-165-100%$23.6K———
TD Capital Management LLC
N/A—133-133-100%$19.1K———
Manning & Napier Advisors LLC
N/A—110-110-100%$15.9K———
Vanguard Advisers Inc
N/A—45-45-100%$6.5K———
Paladin Advisory Group, LLC
N/A—31-31-100%$4.5K———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$575———
Showing 220 of 220 institutions