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First Trust Mid Cap Core ALP (FNX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Prospera Financial Services Inc
INCREASED
Shares99,422 from 25,645
Change+73,777 (+288%)
Value$14.0M (+$10.3M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares77,844 from 73,328
Change+4,516 (+6%)
Value$10.5M (-$230.9K)
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares71,413 from 71,100
Change+313 (+0%)
Value$9.6M (-$772.3K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares71,053 from 4,705
Change+66,348 (+1410%)
Value$9.6M (+$8.9M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares70,577 from 68,565
Change+2,012 (+3%)
Value$9.5M (-$514.1K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
DECREASED
Shares59,267 from 59,338
Change-71 (0%)
Value$8.2M (-$246.4K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares46,741 from 47,086
Change-345 (-1%)
Value$6.3M (-$585.9K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares43,430 from 44,427
Change-997 (-2%)
Value$5.9M (-$643.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,763 from 33,711
Change+52 (+0%)
Value$4.6M (-$380.0K)
Filed 2026-11-02
FSM Wealth Advisors, LLC
DECREASED
Shares21,820 from 22,274
Change-454 (-2%)
Value$3.0M (-$278.1K)
Filed 2026-10-27
Solutions 4 Wealth, Ltd
INCREASED
Shares21,779 from 21,656
Change+123 (+1%)
Value$2.9M (-$231.5K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares18,669 from 18,051
Change+618 (+3%)
Value$2.5M (-$123.4K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares16,917 from 16,915
Change+2 (+0%)
Value$2.3M (-$193.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,665 from 16,587
Change+78 (+0%)
Value$2.3M (-$88.8K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares16,106 from 16,272
Change-166 (-1%)
Value$2.2M (-$208.8K)
Filed 2026-11-05
Purus Wealth Management, LLC
INCREASED
Shares15,535 from 12,249
Change+3,286 (+27%)
Value$2.1M (+$302.9K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares14,910 from 14,994
Change-84 (-1%)
Value$2.0M (-$183.1K)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
INCREASED
Shares12,186 from 12,109
Change+77 (+1%)
Value$1.6M (-$128.3K)
Filed 2026-10-08
Citizens Financial Group Inc
DECREASED
Shares11,795 from 18,282
Change-6,487 (-35%)
Value$1.6M (-$1.1M)
Filed 2026-10-23
Creative Planning
DECREASED
Shares10,948 from 11,983
Change-1,035 (-9%)
Value$1.5M (-$277.0K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares10,267 from 9,945
Change+322 (+3%)
Value$1.4M (-$70.5K)
Filed 2026-10-14
LVZ, Inc.
INCREASED
Shares9,701 from 9,265
Change+436 (+5%)
Value$1.3M (-$47.3K)
Filed 2026-10-20
Park National Corp
DECREASED
Shares9,224 from 10,099
Change-875 (-9%)
Value$1.2M (-$233.7K)
Filed 2026-10-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares9,005 from 10,513
Change-1,508 (-14%)
Value$1.2M (-$323.9K)
Filed 2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED
Shares8,385 from 8,445
Change-60 (-1%)
Value$1.1M (-$104.8K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares8,086 from 9,112
Change-1,026 (-11%)
Value$1.1M (-$242.7K)
Filed 2026-11-05
Keystone Wealth Services, LLC
DECREASED
Shares7,943 from 8,123
Change-180 (-2%)
Value$1.1M (-$109.6K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares7,836 from 1,993
Change+5,843 (+293%)
Value$1.1M (+$765.4K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares7,173 from 7,164
Change+9 (+0%)
Value$967.6K (-$80.9K)
Filed 2026-11-03
Southland Equity Partners LLC
DECREASED
Shares6,666 from 6,828
Change-162 (-2%)
Value$899.2K (-$100.1K)
Filed 2026-10-14
Catalyst Investment Management LLC
DECREASED
Shares6,649 from 6,668
Change-19 (0%)
Value$896.9K (-$79.0K)
Filed 2026-10-21
Bensler, LLC
INCREASED
Shares5,852 from 5,361
Change+491 (+9%)
Value$789.3K (+$4.7K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares4,883 from 4,511
Change+372 (+8%)
Value$658.7K (-$1.5K)
Filed 2026-11-05
Three Seasons Wealth, LLC
UNCHANGED
Shares4,736 from 4,736
Change0 (0%)
Value$638.8K (-$54.3K)
Filed 2026-11-03
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares4,433 from 4,493
Change-60 (-1%)
Value$598.0K (-$59.5K)
Filed 2026-10-26
RiverTree Advisors, LLC
NEW
Shares4,007
Change+4,007
Value$540.5K
Filed 2026-10-13
Moneco Advisors, LLC
NEW
Shares3,506
Change+3,506
Value$472.9K
Filed 2026-11-05
KPP Advisory Services LLC
UNCHANGED
Shares3,463 from 3,463
Change0 (0%)
Value$467.2K (-$39.7K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares3,357 from 3,396
Change-39 (-1%)
Value$452.8K (-$44.2K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares3,338 from 3,690
Change-352 (-10%)
Value$450.3K (-$89.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares3,300 from 3,386
Change-86 (-3%)
Value$445.1K (-$50.4K)
Filed 2026-10-08
National Wealth Management Group, LLC
DECREASED
Shares3,194 from 3,233
Change-39 (-1%)
Value$430.8K (-$42.3K)
Filed 2026-10-26
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$420.9K (-$35.7K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares3,022 from 3,382
Change-360 (-11%)
Value$407.6K (-$87.3K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$391.2K (-$33.2K)
Filed 2026-10-29
Nations Financial Group Inc,
UNCHANGED
Shares2,859 from 2,859
Change0 (0%)
Value$385.7K (-$32.8K)
Filed 2026-11-05
Park Edge Advisors, LLC
DECREASED
Shares2,812 from 2,889
Change-77 (-3%)
Value$379.3K (-$43.5K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares2,788 from 2,754
Change+34 (+1%)
Value$376.1K (-$27.0K)
Filed 2026-10-20
Quantum Private Wealth, LLC
UNCHANGED
Shares2,741 from 2,741
Change0 (0%)
Value$369.7K (-$31.4K)
Filed 2026-10-20
Apollon Wealth Management, LLC
UNCHANGED
Shares2,571 from 2,571
Change0 (0%)
Value$346.8K (-$29.5K)
Filed 2026-10-23
Truefg, LLC
INCREASED
Shares2,482 from 1,861
Change+621 (+33%)
Value$334.8K (+$62.4K)
Filed 2026-10-15
Rubicon Advisors, GP
INCREASED
Shares2,378 from 2,371
Change+7 (+0%)
Value$320.8K (-$26.2K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares2,294 from 2,270
Change+24 (+1%)
Value$309.0K (-$23.0K)
Filed 2026-10-22
Intrua Financial, LLC
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$293.0K (-$24.9K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,104 from 2,152
Change-48 (-2%)
Value$283.8K (-$31.1K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares2,082 from 1,773
Change+309 (+17%)
Value$280.8K (+$21.4K)
Filed 2026-10-19
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares2,036 from 1,625
Change+411 (+25%)
Value$274.7K (+$36.9K)
Filed 2026-10-14
RM Financial Services, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$269.8K (-$22.9K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares1,991 from 1,821
Change+170 (+9%)
Value$268.6K (+$2.1K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares1,978 from 2,411
Change-433 (-18%)
Value$270.7K (-$82.1K)
Filed 2026-10-13
BKM Wealth Management, LLC
NEW
Shares1,969
Change+1,969
Value$265.6K
Filed 2026-10-22
Richmond Investment Services, LLC
INCREASED
Shares1,910 from 1,909
Change+1 (+0%)
Value$257.6K (-$21.7K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares1,905 from 1,513
Change+392 (+26%)
Value$260.4K (+$39.0K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
NEW
Shares1,867
Change+1,867
Value$251.8K
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares1,799 from 2,018
Change-219 (-11%)
Value$242.7K (-$52.7K)
Filed 2026-10-08
Farrell Financial LLC
INCREASED
Shares1,788 from 1,786
Change+2 (+0%)
Value$241.2K (-$20.1K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$240.1K (-$20.4K)
Filed 2026-11-05
Trueblood Wealth Management, LLC
INCREASED
Shares1,777 from 1,772
Change+5 (+0%)
Value$239.6K (-$19.7K)
Filed 2026-10-23
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$236.7K (-$20.1K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$226.3K (-$19.2K)
Filed 2026-10-27
Strategy Asset Managers LLC
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$216.9K (-$18.4K)
Filed 2026-10-14
ZWJ Investment Counsel Inc
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$212.6K (-$18.1K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,520 from 1,517
Change+3 (+0%)
Value$205.0K (-$16.9K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares1,471 from 1,295
Change+176 (+14%)
Value$198.4K (+$8.9K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares1,198 from 1,178
Change+20 (+2%)
Value$161.6K (-$10.8K)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares1,058 from 1,117
Change-59 (-5%)
Value$142.7K (-$20.8K)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares1,027 from 1,025
Change+2 (+0%)
Value$138.6K (-$11.5K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares916 from 913
Change+3 (+0%)
Value$123.5K (-$10.1K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares745 from 982
Change-237 (-24%)
Value$100.5K (-$43.2K)
Filed 2026-11-03
City Holding Co
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$97.8K (-$8.3K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares721 from 1,703
Change-982 (-58%)
Value$97.3K (-$152.0K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares658 from 1,472
Change-814 (-55%)
Value$88.8K (-$126.7K)
Filed 2026-10-26
Trust Co of Vermont
NEW
Shares400
Change+400
Value$54.0K
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares305 from 304
Change+1 (+0%)
Value$41.2K (-$3.4K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$39.0K (-$3.3K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$32.8K (-$2.8K)
Filed 2026-10-30
Ascentis Independent Advisors
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$32.6K (-$2.8K)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$26.8K (-$2.3K)
Filed 2026-10-14
Financial Consulate, Inc
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$25.0K (-$2.1K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares170
Change+170
Value$22.9K
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$20.2K (-$1.7K)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$18.3K (-$1.6K)
Filed 2026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$18.1K (-$1.5K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$17.5K (-$1.5K)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$13.3K (-$403)
Filed 2026-10-29
Salomon & Ludwin, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$12.1K (-$907)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$12.1K (-$1.0K)
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$11.7K (-$997)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$10.1K (-$859)
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$5.5K (-$471)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.1K (-$168)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.6K (-$137)
Filed 2026-11-04
World Equity Group, Inc.
CLOSED
Shares0 from 4,334
Change-4,334 (-100%)
Value$0 (-$634.3K)
Filed 2026-10-14
Boston Standard Wealth Management, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-07
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-09
Citigroup Inc
CLOSED
Shares0 from 742
Change-742 (-100%)
Value$0 (-$108.6K)
Filed 2026-11-04
Evolution Wealth Management Inc.
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$34.7K)
Filed 2026-10-28
Decker Retirement Planning Inc.
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 1,111,571
Change-1,111,571 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,040,651
Change-1,040,651 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 708,174
Change-708,174 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 438,102
Change-438,102 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 295,647
Change-295,647 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 209,531
Change-209,531 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 208,405
Change-208,405 (-100%)
Value—
UBS Group AG
N/A
Shares— from 199,156
Change-199,156 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 160,820
Change-160,820 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 144,922
Change-144,922 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 121,039
Change-121,039 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 89,452
Change-89,452 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 79,122
Change-79,122 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 78,951
Change-78,951 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,136
Change-52,136 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 45,154
Change-45,154 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 40,474
Change-40,474 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 39,903
Change-39,903 (-100%)
Value—
&partners
N/A
Shares— from 39,538
Change-39,538 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 38,903
Change-38,903 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 34,934
Change-34,934 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,552
Change-34,552 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 32,341
Change-32,341 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,423
Change-27,423 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 22,633
Change-22,633 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 21,583
Change-21,583 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 19,808
Change-19,808 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,861
Change-16,861 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,974
Change-15,974 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,790
Change-10,790 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,138
Change-9,138 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,544
Change-8,544 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,074
Change-8,074 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,667
Change-6,667 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,434
Change-5,434 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,653
Change-2,653 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 732
Change-732 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 387
Change-387 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 340
Change-340 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 290
Change-290 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 258
Change-258 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Prospera Financial Services Inc
INCREASED99,42225,645+73,777+288%$3.8M$14.0M+$10.3M2026-11-04
Kestra Advisory Services, LLC
INCREASED77,84473,328+4,516+6%$10.7M$10.5M-$230.9K2026-11-02
Perryman Financial Advisory Inc
INCREASED71,41371,100+313+0%$10.4M$9.6M-$772.3K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED71,0534,705+66,348+1410%$685.6K$9.6M+$8.9M2026-10-13
Commonwealth Equity Services, LLC
INCREASED70,57768,565+2,012+3%$10.0M$9.5M-$514.1K2026-11-02
Chicago Partners Investment Group LLC
DECREASED59,26759,338-710%$8.5M$8.2M-$246.4K2026-10-27
Kestra Private Wealth Services, LLC
DECREASED46,74147,086-345-1%$6.9M$6.3M-$585.9K2026-10-30
D.A. Davidson & Co.
DECREASED43,43044,427-997-2%$6.5M$5.9M-$643.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED33,76333,711+52+0%$4.9M$4.6M-$380.0K2026-11-02
FSM Wealth Advisors, LLC
DECREASED21,82022,274-454-2%$3.3M$3.0M-$278.1K2026-10-27
Solutions 4 Wealth, Ltd
INCREASED21,77921,656+123+1%$3.2M$2.9M-$231.5K2026-11-03
Truist Financial Corp
INCREASED18,66918,051+618+3%$2.6M$2.5M-$123.4K2026-10-30
Perigon Wealth Management, LLC
INCREASED16,91716,915+2+0%$2.5M$2.3M-$193.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED16,66516,587+78+0%$2.4M$2.3M-$88.8K2026-10-13
Fifth Third Bancorp
DECREASED16,10616,272-166-1%$2.4M$2.2M-$208.8K2026-11-05
Purus Wealth Management, LLC
INCREASED15,53512,249+3,286+27%$1.8M$2.1M+$302.9K2026-10-15
Oppenheimer & Co Inc
DECREASED14,91014,994-84-1%$2.2M$2.0M-$183.1K2026-10-26
Kaydan Wealth Management, Inc.
INCREASED12,18612,109+77+1%$1.8M$1.6M-$128.3K2026-10-08
Citizens Financial Group Inc
DECREASED11,79518,282-6,487-35%$2.7M$1.6M-$1.1M2026-10-23
Creative Planning
DECREASED10,94811,983-1,035-9%$1.8M$1.5M-$277.0K2026-11-02
Triumph Capital Management
INCREASED10,2679,945+322+3%$1.5M$1.4M-$70.5K2026-10-14
LVZ, Inc.
INCREASED9,7019,265+436+5%$1.4M$1.3M-$47.3K2026-10-20
Park National Corp
DECREASED9,22410,099-875-9%$1.5M$1.2M-$233.7K2026-10-05
Dhjj Financial Advisors, Ltd.
DECREASED9,00510,513-1,508-14%$1.5M$1.2M-$323.9K2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED8,3858,445-60-1%$1.2M$1.1M-$104.8K2026-10-27
J.W. Cole Advisors, Inc.
DECREASED8,0869,112-1,026-11%$1.3M$1.1M-$242.7K2026-11-05
Keystone Wealth Services, LLC
DECREASED7,9438,123-180-2%$1.2M$1.1M-$109.6K2026-11-03
XML Financial, LLC
INCREASED7,8361,993+5,843+293%$291.7K$1.1M+$765.4K2026-10-29
United Advisor Group, LLC
INCREASED7,1737,164+9+0%$1.0M$967.6K-$80.9K2026-11-03
Southland Equity Partners LLC
DECREASED6,6666,828-162-2%$999.3K$899.2K-$100.1K2026-10-14
Catalyst Investment Management LLC
DECREASED6,6496,668-190%$975.8K$896.9K-$79.0K2026-10-21
Bensler, LLC
INCREASED5,8525,361+491+9%$784.6K$789.3K+$4.7K2026-11-05
US Bancorp \de\
INCREASED4,8834,511+372+8%$660.2K$658.7K-$1.5K2026-11-05
Three Seasons Wealth, LLC
UNCHANGED4,7364,73600%$693.1K$638.8K-$54.3K2026-11-03
Higgins & Schmidt Wealth Strategies LLC
DECREASED4,4334,493-60-1%$657.5K$598.0K-$59.5K2026-10-26
RiverTree Advisors, LLC
NEW4,007—+4,007——$540.5K—2026-10-13
Moneco Advisors, LLC
NEW3,506—+3,506——$472.9K—2026-11-05
KPP Advisory Services LLC
UNCHANGED3,4633,46300%$506.8K$467.2K-$39.7K2026-10-26
Hilton Head Capital Partners, LLC
DECREASED3,3573,396-39-1%$497.0K$452.8K-$44.2K2026-10-23
Sigma Planning Corp
DECREASED3,3383,690-352-10%$540.0K$450.3K-$89.7K2026-10-23
Farther Finance Advisors, LLC
DECREASED3,3003,386-86-3%$495.5K$445.1K-$50.4K2026-10-08
National Wealth Management Group, LLC
DECREASED3,1943,233-39-1%$473.1K$430.8K-$42.3K2026-10-26
Morey & Quinn Wealth Partners, LLC
UNCHANGED3,1203,12000%$456.6K$420.9K-$35.7K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED3,0223,382-360-11%$494.9K$407.6K-$87.3K2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED2,9002,90000%$424.4K$391.2K-$33.2K2026-10-29
Nations Financial Group Inc,
UNCHANGED2,8592,85900%$418.4K$385.7K-$32.8K2026-11-05
Park Edge Advisors, LLC
DECREASED2,8122,889-77-3%$422.8K$379.3K-$43.5K2026-10-28
Private Trust Co NA
INCREASED2,7882,754+34+1%$403.0K$376.1K-$27.0K2026-10-20
Quantum Private Wealth, LLC
UNCHANGED2,7412,74100%$401.1K$369.7K-$31.4K2026-10-20
Apollon Wealth Management, LLC
UNCHANGED2,5712,57100%$376.3K$346.8K-$29.5K2026-10-23
Truefg, LLC
INCREASED2,4821,861+621+33%$272.4K$334.8K+$62.4K2026-10-15
Rubicon Advisors, GP
INCREASED2,3782,371+7+0%$347.0K$320.8K-$26.2K2026-10-23
Wedbush Securities Inc
INCREASED2,2942,270+24+1%$332.0K$309.0K-$23.0K2026-10-22
Intrua Financial, LLC
UNCHANGED2,1722,17200%$317.9K$293.0K-$24.9K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED2,1042,152-48-2%$314.9K$283.8K-$31.1K2026-10-23
Independent Wealth Network Inc.
INCREASED2,0821,773+309+17%$259.5K$280.8K+$21.4K2026-10-19
Boyce & Associates Wealth Consulting, Inc.
INCREASED2,0361,625+411+25%$237.8K$274.7K+$36.9K2026-10-14
RM Financial Services, LLC
UNCHANGED2,0002,00000%$292.7K$269.8K-$22.9K2026-11-03
Independent Financial Group, LLC
INCREASED1,9911,821+170+9%$266.5K$268.6K+$2.1K2026-10-13
Krilogy Financial LLC
DECREASED1,9782,411-433-18%$352.8K$270.7K-$82.1K2026-10-13
BKM Wealth Management, LLC
NEW1,969—+1,969——$265.6K—2026-10-22
Richmond Investment Services, LLC
INCREASED1,9101,909+1+0%$279.3K$257.6K-$21.7K2026-10-29
StoneX Group Inc.
INCREASED1,9051,513+392+26%$221.4K$260.4K+$39.0K2026-11-03
Crescent Grove Advisors, LLC
NEW1,867—+1,867——$251.8K—2026-10-21
Titleist Asset Management, LLC
DECREASED1,7992,018-219-11%$295.3K$242.7K-$52.7K2026-10-08
Farrell Financial LLC
INCREASED1,7881,786+2+0%$261.3K$241.2K-$20.1K2026-10-16
Elevation Point Wealth Partners, LLC
UNCHANGED1,7801,78000%$260.5K$240.1K-$20.4K2026-11-05
Trueblood Wealth Management, LLC
INCREASED1,7771,772+5+0%$259.3K$239.6K-$19.7K2026-10-23
American Institute for Advanced Investment Management, LLP
UNCHANGED1,7551,75500%$256.8K$236.7K-$20.1K2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,6781,67800%$245.6K$226.3K-$19.2K2026-10-27
Strategy Asset Managers LLC
UNCHANGED1,6081,60800%$235.3K$216.9K-$18.4K2026-10-14
ZWJ Investment Counsel Inc
UNCHANGED1,5761,57600%$230.6K$212.6K-$18.1K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED1,5201,517+3+0%$222.0K$205.0K-$16.9K2026-10-13
Gamma Investing LLC
INCREASED1,4711,295+176+14%$189.5K$198.4K+$8.9K2026-10-08
IFP Advisors, Inc
INCREASED1,1981,178+20+2%$172.4K$161.6K-$10.8K2026-10-16
Assetmark, Inc
DECREASED1,0581,117-59-5%$163.5K$142.7K-$20.8K2026-10-21
Compass Financial Management LLC
INCREASED1,0271,025+2+0%$150.1K$138.6K-$11.5K2026-10-30
Larson Financial Group LLC
INCREASED916913+3+0%$133.7K$123.5K-$10.1K2026-11-05
Parallel Advisors, LLC
DECREASED745982-237-24%$143.7K$100.5K-$43.2K2026-11-03
City Holding Co
UNCHANGED72572500%$106.1K$97.8K-$8.3K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7211,703-982-58%$249.2K$97.3K-$152.0K2026-10-14
Lanark Financial, Inc.
DECREASED6581,472-814-55%$215.5K$88.8K-$126.7K2026-10-26
Trust Co of Vermont
NEW400—+400——$54.0K—2026-10-21
Golden State Wealth Management, LLC
INCREASED305304+1+0%$44.6K$41.2K-$3.4K2026-11-02
Key FInancial Inc
UNCHANGED28928900%$42.3K$39.0K-$3.3K2026-11-02
MTM Investment Management, LLC
UNCHANGED24324300%$35.6K$32.8K-$2.8K2026-10-30
Ascentis Independent Advisors
UNCHANGED24224200%$35.4K$32.6K-$2.8K2026-11-03
Mather Group, Llc.
UNCHANGED19919900%$29.1K$26.8K-$2.3K2026-10-14
Financial Consulate, Inc
UNCHANGED18518500%$27.1K$25.0K-$2.1K2026-10-23
Nova Financial LLC
NEW170—+170——$22.9K—2026-11-04
Mcdonald Partners LLC
UNCHANGED15015000%$22.0K$20.2K-$1.7K2026-11-03
CoreCap Advisors, LLC
UNCHANGED13613600%$19.9K$18.3K-$1.6K2026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED13413400%$19.6K$18.1K-$1.5K2026-10-21
Financial Perspectives, Inc
UNCHANGED13013000%$19.0K$17.5K-$1.5K2026-11-03
Kozak & Associates, Inc.
UNCHANGED959500%$13.7K$13.3K-$4032026-10-29
Salomon & Ludwin, LLC
UNCHANGED909000%$13.0K$12.1K-$9072026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED909000%$13.2K$12.1K-$1.0K2026-10-21
SJS Investment Consulting Inc.
UNCHANGED878700%$12.7K$11.7K-$9972026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED757500%$11.0K$10.1K-$8592026-11-02
Nemes Rush Group LLC
UNCHANGED414100%$6.0K$5.5K-$4712026-11-04
Kingdom Financial Group Llc.
UNCHANGED151500%$2.2K$2.1K-$1682026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED121200%$1.8K$1.6K-$1372026-11-04
World Equity Group, Inc.
CLOSED04,334-4,334-100%$634.3K$0-$634.3K2026-10-14
Boston Standard Wealth Management, LLC
CLOSED01,400-1,400-100%$204.2K$0-$204.2K2026-10-07
Sound Income Strategies, LLC
CLOSED01,385-1,385-100%$202.7K$0-$202.7K2026-10-09
Citigroup Inc
CLOSED0742-742-100%$108.6K$0-$108.6K2026-11-04
Evolution Wealth Management Inc.
CLOSED0237-237-100%$34.7K$0-$34.7K2026-10-28
Decker Retirement Planning Inc.
CLOSED0106-106-100%$15.5K$0-$15.5K2026-10-19
Morgan Stanley
N/A—1,111,571-1,111,571-100%$162.7M———
LPL Financial LLC
N/A—1,040,651-1,040,651-100%$152.3M———
Wells Fargo & Company
N/A—708,174-708,174-100%$103.6M———
Raymond James Financial Inc
N/A—438,102-438,102-100%$64.1M———
Royal Bank of Canada
N/A—295,647-295,647-100%$43.3M———
Cetera Investment Advisers
N/A—209,531-209,531-100%$30.7M———
Bank of America Corp
N/A—208,405-208,405-100%$30.5M———
UBS Group AG
N/A—199,156-199,156-100%$29.1M———
Baird Financial Group, Inc.
N/A—160,820-160,820-100%$23.5M———
Three Cord True Wealth Management, LLC
N/A—144,922-144,922-100%$21.2M———
HighTower Advisors, LLC
N/A—121,039-121,039-100%$17.7M———
Stifel Financial Corp
N/A—89,452-89,452-100%$13.1M———
Northwestern Mutual Wealth Management Co
N/A—79,122-79,122-100%$11.6M———
Per Stirling Capital Management, Llc.
N/A—78,951-78,951-100%$11.6M———
Osaic Holdings, Inc.
N/A—52,136-52,136-100%$7.6M———
Sanctuary Advisors, LLC
N/A—45,154-45,154-100%$6.6M———
Envestnet Asset Management Inc
N/A—40,474-40,474-100%$5.9M———
Stratos Wealth Partners, Ltd.
N/A—39,903-39,903-100%$5.8M———
&partners
N/A—39,538-39,538-100%$5.7M———
Western Wealth Management, LLC
N/A—38,903-38,903-100%$5.7M———
Benjamin Edwards Inc
N/A—34,934-34,934-100%$5.1M———
Private Advisor Group, LLC
N/A—34,552-34,552-100%$5.1M———
Janney Montgomery Scott LLC
N/A—32,341-32,341-100%$4.7M———
Harbour Investments, Inc.
N/A—27,423-27,423-100%$4.0M———
Proactive Wealth Strategies LLC
N/A—22,633-22,633-100%$3.3M———
Lakeridge Wealth Management LLC
N/A—21,583-21,583-100%$3.2M———
Snowden Capital Advisors LLC
N/A—19,808-19,808-100%$2.9M———
Rockefeller Capital Management L.P.
N/A—16,861-16,861-100%$2.5M———
FWG Holdings, LLC
N/A—16,658-16,658-100%$2.4M———
Susquehanna International Group, LLP
N/A—15,974-15,974-100%$2.3M———
Bedel Financial Consulting, Inc.
N/A—15,700-15,700-100%$2.3M———
Jones Financial Companies Lllp
N/A—15,078-15,078-100%$2.2M———
Cozad Asset Management Inc
N/A—12,268-12,268-100%$1.8M———
Stephens Inc
N/A—10,790-10,790-100%$1.6M———
NewEdge Advisors, LLC
N/A—10,439-10,439-100%$1.5M———
AssuredPartners Investment Advisors, LLC
N/A—9,568-9,568-100%$1.4M———
Equitable Holdings, Inc.
N/A—9,138-9,138-100%$1.3M———
Keystone Financial Group
N/A—9,079-9,079-100%$1.3M———
Pacific SUN Financial Corp
N/A—8,544-8,544-100%$1.3M———
MML Investors Services, LLC
N/A—8,074-8,074-100%$1.2M———
FMR LLC
N/A—7,178-7,178-100%$1.1M———
GTS Securities LLC
N/A—6,667-6,667-100%$975.7K———
Bellevue Asset Management, LLC
N/A—6,029-6,029-100%$882.5K———
Rathbones Group PLC
N/A—5,434-5,434-100%$795.2K———
Steward Partners Investment Advisory, LLC
N/A—5,383-5,383-100%$787.8K———
Flow Traders U.S. LLC
N/A—4,778-4,778-100%$699.0K———
IHT Wealth Management, LLC
N/A—4,574-4,574-100%$669.5K———
Moors & Cabot, Inc.
N/A—3,583-3,583-100%$524.4K———
Belpointe Asset Management LLC
N/A—3,407-3,407-100%$498.6K———
Mariner, LLC
N/A—3,241-3,241-100%$474.3K———
Great Valley Advisor Group, Inc.
N/A—3,230-3,230-100%$473.0K———
Geneos Wealth Management Inc.
N/A—3,191-3,191-100%$467.0K———
Element Wealth, LLC
N/A—3,011-3,011-100%$440.7K———
Cresset Asset Management, LLC
N/A—2,653-2,653-100%$388.3K———
Cerity Partners LLC
N/A—2,636-2,636-100%$385.8K———
PNC Financial Services Group, Inc.
N/A—2,540-2,540-100%$371.7K———
Condor Capital Management
N/A—2,458-2,458-100%$359.7K———
First Trust Advisors LP
N/A—2,428-2,428-100%$355.3K———
Waverly Advisors, LLC
N/A—2,417-2,417-100%$353.7K———
Integrated Wealth Concepts LLC
N/A—2,389-2,389-100%$349.6K———
HighPoint Advisor Group LLC
N/A—2,326-2,326-100%$340.3K———
Crux Wealth Advisors
N/A—2,268-2,268-100%$331.8K———
Empirical Asset Management, LLC
N/A—2,266-2,266-100%$331.6K———
Pinnacle Financial Partners, Inc.
N/A—2,255-2,255-100%$330.0K———
Cedrus Wealth Group LLC
N/A—2,249-2,249-100%$329.1K———
MAI Capital Management
N/A—2,095-2,095-100%$306.6K———
Kingsview Wealth Management, LLC
N/A—2,078-2,078-100%$304.1K———
FAS Wealth Partners, Inc.
N/A—2,026-2,026-100%$296.5K———
Westwood Holdings Group Inc
N/A—1,977-1,977-100%$289.3K———
Ameritas Advisory Services, LLC
N/A—1,949-1,949-100%$285.2K———
Cornerstone Financial Group, LLC
N/A—1,921-1,921-100%$281.2K———
Centaurus Financial, Inc.
N/A—1,901-1,901-100%$278.0K———
Cahill Financial Advisors Inc
N/A—1,885-1,885-100%$275.9K———
Mercer Global Advisors Inc
N/A—1,882-1,882-100%$275.4K———
Vestmark Advisory Solutions, Inc.
N/A—1,780-1,780-100%$260.5K———
AE Wealth Management LLC
N/A—1,750-1,750-100%$256.1K———
HM Payson & Co
N/A—1,737-1,737-100%$254.2K———
M3 Advisory Group, LLC
N/A—1,698-1,698-100%$248.5K———
Ameriflex Group, Inc.
N/A—1,697-1,697-100%$248.4K———
Allworth Financial LP
N/A—1,658-1,658-100%$242.6K———
Aspen Capital Management, LLC
N/A—1,648-1,648-100%$241.2K———
BFC Planning, Inc.
N/A—1,637-1,637-100%$239.6K———
Nicolet Bankshares Inc
N/A—1,471-1,471-100%$212.4K———
JPMorgan Chase & Co
N/A—1,337-1,337-100%$194.9K———
Whittier Trust Co of Nevada Inc
N/A—1,324-1,324-100%$189.4K———
Arax Advisory Partners
N/A—1,064-1,064-100%$155.8K———
UBS Asset Management Americas LLC
N/A—912-912-100%$133.5K———
Tidemark, LLC
N/A—889-889-100%$130.1K———
Private Wealth Asset Management, LLC
N/A—854-854-100%$125.0K———
MidFirst Bank
N/A—732-732-100%$107.1K———
O'shaughnessy Asset Management, LLC
N/A—680-680-100%$99.5K———
Mpwm Advisory Solutions, LLC
N/A—676-676-100%$98.9K———
Global Retirement Partners, LLC
N/A—577-577-100%$84.4K———
Marshall Investment Management, LLC
N/A—542-542-100%$79.4K———
IFG Advisory, LLC
N/A—415-415-100%$60.7K———
Atlantic Union Bankshares Corp
N/A—387-387-100%$56.6K———
Fiduciary Financial Advisors
N/A—340-340-100%$49.6K———
BankPlus Trust Department
N/A—290-290-100%$42.4K———
Anchor Investment Management, LLC
N/A—273-273-100%$40.0K———
Alerus Financial NA
N/A—258-258-100%$37.8K———
Russell Investments Group, Ltd.
N/A—238-238-100%$34.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—162-162-100%$23.7K———
Transamerica Financial Advisors, LLC
N/A—135-135-100%$19.8K———
Investors Portfolio Services LLC
N/A—120-120-100%$17.6K———
Smartleaf Asset Management LLC
N/A—101-101-100%$14.7K———
Hantz Financial Services, Inc.
N/A—75-75-100%$11.0K———
Luminist Capital LLC
N/A—53-53-100%$7.8K———
Continuum Advisory, LLC
N/A—32-32-100%$4.7K———
Paladin Advisory Group, LLC
N/A—31-31-100%$4.5K———
Mcguire Capital Advisors Inc
N/A—18-18-100%$2.6K———
HHM Wealth Advisors, LLC
N/A—3-3-100%$440———
Showing 219 of 219 institutions