First Trust L C VAL ALP (FTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Assetmark, Inc

INCREASED

Shares156,953 from 147,384

Change+9,569 (+6%)

Value$15.0M (+$691.2K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares143,182 from 142,095

Change+1,087 (+1%)

Value$13.6M (-$110.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares137,083 from 20,485

Change+116,598 (+569%)

Value$13.1M (+$11.1M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares88,360 from 91,587

Change-3,227 (-4%)

Value$8.4M (-$444.7K)

Filed 2026-11-02

Kaydan Wealth Management, Inc.

DECREASED

Shares84,620 from 86,611

Change-1,991 (-2%)

Value$8.1M (-$319.5K)

Filed 2026-10-08

Truist Financial Corp

DECREASED

Shares72,682 from 83,727

Change-11,045 (-13%)

Value$6.9M (-$1.2M)

Filed 2026-10-30

Prospera Financial Services Inc

INCREASED

Shares61,851 from 42,540

Change+19,311 (+45%)

Value$6.4M (+$2.3M)

Filed 2026-11-04

Nearside Advisors, LLC

NEW

Shares61,799

Change+61,799

Value$5.9M

Filed 2026-10-20

Cottonwood Capital Advisors, LLC

DECREASED

Shares57,511 from 57,559

Change-48 (0%)

Value$5.5M (-$90.8K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares41,670 from 41,949

Change-279 (-1%)

Value$4.0M (-$89.4K)

Filed 2026-11-02

Trueblood Wealth Management, LLC

DECREASED

Shares41,066 from 41,476

Change-410 (-1%)

Value$3.9M (-$101.2K)

Filed 2026-10-23

Midwest Heritage Bank, FSB

DECREASED

Shares40,411 from 43,674

Change-3,263 (-7%)

Value$3.9M (-$376.4K)

Filed 2026-10-26

Citigroup Inc

NEW

Shares37,543

Change+37,543

Value$3.6M

Filed 2026-11-04

Atria Investments, Inc

INCREASED

Shares36,907 from 36,380

Change+527 (+1%)

Value$3.5M (-$4.2K)

Filed 2026-10-15

IFP Advisors, Inc

DECREASED

Shares36,325 from 40,377

Change-4,052 (-10%)

Value$3.5M (-$446.6K)

Filed 2026-10-16

Bank of New York Mellon Corp

DECREASED

Shares35,841 from 37,579

Change-1,738 (-5%)

Value$3.4M (-$221.9K)

Filed 2026-11-05

D.A. Davidson & Co.

DECREASED

Shares35,306 from 35,989

Change-683 (-2%)

Value$3.4M (-$118.9K)

Filed 2026-10-28

Iams Wealth Management, LLC

DECREASED

Shares26,780 from 28,642

Change-1,862 (-6%)

Value$2.6M (-$220.3K)

Filed 2026-10-15

Triton Wealth Management, Pllc

UNCHANGED

Shares23,058 from 23,058

Change0 (0%)

Value$2.4M (+$163.3K)

Filed 2026-11-04

Daymark Wealth Partners, LLC

INCREASED

Shares22,018 from 15,377

Change+6,641 (+43%)

Value$2.1M (+$609.9K)

Filed 2026-11-04

Park Avenue Securities LLC

DECREASED

Shares20,064 from 20,500

Change-436 (-2%)

Value$1.9M (-$72.0K)

Filed 2026-10-26

Pacific Excel Wealth Advisors, Inc.

NEW

Shares15,149

Change+15,149

Value$1.5M

Filed 2026-10-27

Kestra Private Wealth Services, LLC

DECREASED

Shares14,772 from 14,785

Change-13 (0%)

Value$1.4M (-$23.3K)

Filed 2026-10-30

Chicago Partners Investment Group LLC

INCREASED

Shares12,824 from 12,773

Change+51 (+0%)

Value$1.3M (+$50.7K)

Filed 2026-10-27

Tcfg Investment Advisors, LLC

DECREASED

Shares12,557 from 13,330

Change-773 (-6%)

Value$1.2M (-$93.6K)

Filed 2026-10-20

Parallel Advisors, LLC

DECREASED

Shares12,184 from 14,530

Change-2,346 (-16%)

Value$1.2M (-$245.3K)

Filed 2026-11-03

Winebrenner Capital Management LLC

DECREASED

Shares11,671 from 11,673

Change-2 (0%)

Value$1.1M (-$17.6K)

Filed 2026-10-07

RMR Capital Management, LLC

DECREASED

Shares10,580 from 11,090

Change-510 (-5%)

Value$1.0M (-$65.2K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

INCREASED

Shares10,284 from 9,181

Change+1,103 (+12%)

Value$980.1K (+$91.4K)

Filed 2026-10-16

Keystone Wealth Services, LLC

DECREASED

Shares8,520 from 8,779

Change-259 (-3%)

Value$817.4K (-$32.4K)

Filed 2026-11-03

Midwest Financial Network, LLC

DECREASED

Shares8,268 from 17,658

Change-9,390 (-53%)

Value$788.0K (-$921.3K)

Filed 2026-10-13

RFG Advisory, LLC

DECREASED

Shares8,209 from 14,854

Change-6,645 (-45%)

Value$782.4K (-$655.5K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares7,659 from 7,997

Change-338 (-4%)

Value$729.9K (-$44.2K)

Filed 2026-11-05

Meitav Investment House LTD

UNCHANGED

Shares7,550 from 7,550

Change0 (0%)

Value$719.5K (-$11.3K)

Filed 2026-10-28

Independent Financial Group, LLC

DECREASED

Shares7,538 from 7,749

Change-211 (-3%)

Value$718.4K (-$31.7K)

Filed 2026-10-13

Morey & Quinn Wealth Partners, LLC

DECREASED

Shares7,538 from 7,650

Change-112 (-1%)

Value$718.4K (-$22.1K)

Filed 2026-10-28

Eukles Asset Management

DECREASED

Shares7,530 from 7,675

Change-145 (-2%)

Value$717.6K (-$25.3K)

Filed 2026-11-04

Independent Wealth Network Inc.

INCREASED

Shares7,280 from 6,374

Change+906 (+14%)

Value$693.8K (+$76.8K)

Filed 2026-10-19

Three Seasons Wealth, LLC

DECREASED

Shares7,259 from 7,271

Change-12 (0%)

Value$691.7K (-$12.0K)

Filed 2026-11-03

Oppenheimer & Co Inc

INCREASED

Shares7,117 from 6,980

Change+137 (+2%)

Value$678.3K (+$2.6K)

Filed 2026-10-26

Asset Allocation Strategies LLC

DECREASED

Shares6,886 from 7,208

Change-322 (-4%)

Value$656.2K (-$41.5K)

Filed 2026-10-20

Signature Equity Partners, LLC

INCREASED

Shares6,576 from 333

Change+6,243 (+1875%)

Value$626.7K (+$594.5K)

Filed 2026-10-29

Vise Technologies, Inc.

DECREASED

Shares6,497 from 6,503

Change-6 (0%)

Value$619.2K (-$10.3K)

Filed 2026-10-29

Novem Group

DECREASED

Shares6,368 from 6,449

Change-81 (-1%)

Value$606.9K (-$17.4K)

Filed 2026-10-19

MGO One Seven LLC

UNCHANGED

Shares5,951 from 5,951

Change0 (0%)

Value$567.1K (-$8.9K)

Filed 2026-10-28

PFG Advisors

DECREASED

Shares5,749 from 6,270

Change-521 (-8%)

Value$547.9K (-$59.1K)

Filed 2026-10-16

Richmond Investment Services, LLC

INCREASED

Shares5,572 from 5,560

Change+12 (+0%)

Value$531.1K (-$7.2K)

Filed 2026-10-29

American Institute for Advanced Investment Management, LLP

DECREASED

Shares5,570 from 5,590

Change-20 (0%)

Value$530.8K (-$10.3K)

Filed 2026-11-03

Sigma Planning Corp

INCREASED

Shares5,564 from 5,553

Change+11 (+0%)

Value$530.3K (-$7.2K)

Filed 2026-10-23

Kraft, Davis & Associates, LLC

INCREASED

Shares5,141 from 5,137

Change+4 (+0%)

Value$513.6K (+$12.3K)

Filed 2026-10-21

Kingswood Wealth Advisors, LLC

INCREASED

Shares4,849 from 4,782

Change+67 (+1%)

Value$462.1K (-$776)

Filed 2026-10-23

Integrity Alliance, Llc.

DECREASED

Shares4,604 from 5,743

Change-1,139 (-20%)

Value$438.8K (-$117.2K)

Filed 2026-10-29

Vaquero Private Wealth, LTD

DECREASED

Shares4,566 from 4,697

Change-131 (-3%)

Value$435.1K (-$19.5K)

Filed 2026-10-27

BlueChip Wealth Advisors LLC

DECREASED

Shares4,490 from 4,518

Change-28 (-1%)

Value$427.9K (-$9.4K)

Filed 2026-11-03

Wedbush Securities Inc

INCREASED

Shares4,424 from 4,311

Change+113 (+3%)

Value$422.0K (+$5.0K)

Filed 2026-10-22

WealthTrust Asset Management, LLC

DECREASED

Shares4,217 from 4,260

Change-43 (-1%)

Value$401.9K (-$10.5K)

Filed 2026-10-22

KPP Advisory Services LLC

UNCHANGED

Shares4,186 from 4,186

Change0 (0%)

Value$398.9K (-$6.3K)

Filed 2026-10-26

Ashton Thomas Private Wealth, LLC

DECREASED

Shares3,755 from 3,814

Change-59 (-2%)

Value$357.9K (-$11.3K)

Filed 2026-11-03

Apollon Wealth Management, LLC

DECREASED

Shares3,693 from 4,309

Change-616 (-14%)

Value$351.9K (-$65.2K)

Filed 2026-10-23

Flagship Harbor Advisors, LLC

NEW

Shares3,237

Change+3,237

Value$308.4K

Filed 2026-10-26

Able Financial Group, LLC

DECREASED

Shares3,179 from 3,186

Change-7 (0%)

Value$303.0K (-$5.4K)

Filed 2026-10-14

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares3,163 from 3,030

Change+133 (+4%)

Value$309.4K (+$12.2K)

Filed 2026-10-13

Private Client Services, LLC

DECREASED

Shares3,021 from 3,486

Change-465 (-13%)

Value$287.9K (-$49.5K)

Filed 2026-10-02

Wesbanco Bank Inc

UNCHANGED

Shares2,949 from 2,949

Change0 (0%)

Value$281.0K (-$4.4K)

Filed 2026-11-04

Koshinski Asset Management, Inc.

INCREASED

Shares2,918 from 2,917

Change+1 (+0%)

Value$278.1K (-$4.2K)

Filed 2026-10-29

US Bancorp \de\

INCREASED

Shares2,917 from 1,870

Change+1,047 (+56%)

Value$278.0K (+$97.0K)

Filed 2026-11-05

Aprio Wealth Management, LLC

INCREASED

Shares2,868 from 2,843

Change+25 (+1%)

Value$273.3K (-$1.9K)

Filed 2026-10-28

Avantax Planning Partners, Inc.

UNCHANGED

Shares2,855 from 2,855

Change0 (0%)

Value$272.1K (-$4.3K)

Filed 2026-11-03

Northwest Wealth Management, LLC

UNCHANGED

Shares2,835 from 2,835

Change0 (0%)

Value$270.2K (-$4.2K)

Filed 2026-10-30

Davenport & Co LLC

NEW

Shares2,770

Change+2,770

Value$264.0K

Filed 2026-10-14

Tucker Asset Management LLC

INCREASED

Shares2,743 from 2,564

Change+179 (+7%)

Value$261.4K (+$13.2K)

Filed 2026-10-29

HBW Advisory Services LLC

DECREASED

Shares2,739 from 15,531

Change-12,792 (-82%)

Value$261.1K (-$1.2M)

Filed 2026-10-15

MTM Investment Management, LLC

UNCHANGED

Shares2,705 from 2,705

Change0 (0%)

Value$257.8K (-$4.1K)

Filed 2026-10-30

626 Financial, LLC

UNCHANGED

Shares2,645 from 2,645

Change0 (0%)

Value$252.1K (-$4.0K)

Filed 2026-11-04

First Heartland Consultants, Inc.

INCREASED

Shares2,624 from 2,575

Change+49 (+2%)

Value$250.1K (+$814)

Filed 2026-10-08

Scheeler Financial LLC

NEW

Shares2,552

Change+2,552

Value$243.2K

Filed 2026-10-13

AdvisorNet Financial, Inc

UNCHANGED

Shares2,527 from 2,527

Change0 (0%)

Value$249.0K (+$4.5K)

Filed 2026-10-15

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares2,517 from 2,517

Change0 (0%)

Value$239.9K (-$3.8K)

Filed 2026-10-23

Key Client Fiduciary Advisors, LLC

INCREASED

Shares2,514 from 2,500

Change+14 (+1%)

Value$239.6K (-$2.4K)

Filed 2026-10-19

J.W. Cole Advisors, Inc.

INCREASED

Shares2,495 from 2,493

Change+2 (+0%)

Value$237.8K (-$3.5K)

Filed 2026-11-05

Retirement Planning Group, LLC

DECREASED

Shares2,468 from 2,723

Change-255 (-9%)

Value$235.2K (-$28.4K)

Filed 2026-10-19

Rhodes Investment Advisors Inc

UNCHANGED

Shares2,465 from 2,465

Change0 (0%)

Value$234.9K (-$3.7K)

Filed 2026-10-07

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares2,449 from 2,207

Change+242 (+11%)

Value$233.5K (+$19.8K)

Filed 2026-10-14

Cullen T Bankers, Inc.

INCREASED

Shares2,393 from 1,349

Change+1,044 (+77%)

Value$228.1K (+$97.5K)

Filed 2026-10-28

International Assets Investment Management, LLC

INCREASED

Shares2,300 from 1,698

Change+602 (+35%)

Value$220.5K (+$55.4K)

Filed 2026-11-02

StoneX Group Inc.

DECREASED

Shares2,290 from 2,857

Change-567 (-20%)

Value$218.2K (-$58.3K)

Filed 2026-11-03

Bison Wealth, LLC

INCREASED

Shares2,276 from 2,266

Change+10 (+0%)

Value$223.1K (+$847)

Filed 2026-10-13

Rossby Financial, LCC

DECREASED

Shares2,136 from 2,140

Change-4 (0%)

Value$203.6K (-$3.6K)

Filed 2026-11-05

Spire Wealth Management

INCREASED

Shares1,953 from 1,914

Change+39 (+2%)

Value$186.1K (+$851)

Filed 2026-10-30

Reap Financial Group, LLC

INCREASED

Shares1,873 from 1,865

Change+8 (+0%)

Value$178.5K (-$2.0K)

Filed 2026-11-02

Hilton Head Capital Partners, LLC

UNCHANGED

Shares1,585 from 1,585

Change0 (0%)

Value$151.1K (-$2.4K)

Filed 2026-10-23

NBH Bank

UNCHANGED

Shares1,485 from 1,485

Change0 (0%)

Value$141.5K (-$2.2K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares1,183 from 1,250

Change-67 (-5%)

Value$112.7K (-$8.3K)

Filed 2026-10-08

Hilltop National Bank

UNCHANGED

Shares1,037 from 1,037

Change0 (0%)

Value$98.8K (-$1.6K)

Filed 2026-10-14

Pinnacle Bancorp, Inc.

UNCHANGED

Shares963 from 963

Change0 (0%)

Value$91.8K (-$1.4K)

Filed 2026-10-21

Mowery & Schoenfeld Wealth Management, LLC

DECREASED

Shares896 from 951

Change-55 (-6%)

Value$85.4K (-$6.7K)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

DECREASED

Shares575 from 793

Change-218 (-27%)

Value$54.8K (-$22.0K)

Filed 2026-11-04

Private Trust Co NA

UNCHANGED

Shares563 from 563

Change0 (0%)

Value$53.7K (-$844)

Filed 2026-10-20

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares448 from 448

Change0 (0%)

Value$42.7K (-$671)

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares438 from 438

Change0 (0%)

Value$41.7K (-$656)

Filed 2026-10-08

Main Street Group, LTD

UNCHANGED

Shares360 from 360

Change0 (0%)

Value$34.3K (-$539)

Filed 2026-10-28

Asset Dedication, LLC

UNCHANGED

Shares343 from 343

Change0 (0%)

Value$32.7K (-$513)

Filed 2026-11-03

Nova Financial LLC

NEW

Shares339

Change+339

Value$32.3K

Filed 2026-11-04

Eastern Bank

UNCHANGED

Shares326 from 326

Change0 (0%)

Value$31.1K (-$488)

Filed 2026-10-05

Creative Financial Designs Inc

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$28.6K (-$450)

Filed 2026-11-04

Silver Grove Financial Group, Inc.

INCREASED

Shares209 from 117

Change+92 (+79%)

Value$19.9K (+$8.6K)

Filed 2026-11-05

City Holding Co

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$15.7K (-$246)

Filed 2026-10-19

Blue Trust, Inc.

DECREASED

Shares158 from 190

Change-32 (-17%)

Value$15.1K (-$3.4K)

Filed 2026-10-15

CoreCap Advisors, LLC

UNCHANGED

Shares153 from 153

Change0 (0%)

Value$14.6K (-$229)

Filed 2026-10-08

Buck Wealth Strategies, LLC

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$14.0K (-$220)

Filed 2026-10-28

Lanark Financial, Inc.

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$13.1K (-$205)

Filed 2026-10-26

Lloyd Advisory Services, Llc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$9.6K (-$99)

Filed 2026-11-02

SJS Investment Consulting Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.8K (-$74)

Filed 2026-10-26

Quest 10 Wealth Builders, Inc.

INCREASED

Shares49 from 25

Change+24 (+96%)

Value$4.7K (+$2.3K)

Filed 2026-11-02

Key FInancial Inc

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$4.4K (-$69)

Filed 2026-11-02

Key Capital Management, Inc

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$4.0K (-$63)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares35

Change+35

Value$3.3K

Filed 2026-10-30

CX Institutional

DECREASED

Shares18 from 258

Change-240 (-93%)

Value$2 (-$23)

Filed 2026-10-02

Kelleher Financial Advisors

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$953 (-$15)

Filed 2026-10-30

Greenup Street Wealth Management LLC

CLOSED

Shares0 from 44,827

Change-44,827 (-100%)

Value$0 (-$4.3M)

Filed 2026-10-28

Signature Estate & Investment Advisors LLC

CLOSED

Shares0 from 2,070

Change-2,070 (-100%)

Value$0 (-$200.4K)

Filed 2026-10-13

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 1,462

Change-1,462 (-100%)

Value$0 (-$141.5K)

Filed 2026-10-29

Golden State Wealth Management, LLC

CLOSED

Shares0 from 898

Change-898 (-100%)

Value$0 (-$86.9K)

Filed 2026-11-02

Morgan Stanley

N/A

Shares— from 1,768,703

Change-1,768,703 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 1,122,896

Change-1,122,896 (-100%)

Value—

UBS Group AG

N/A

Shares— from 779,039

Change-779,039 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 455,882

Change-455,882 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 387,452

Change-387,452 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 383,334

Change-383,334 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 343,878

Change-343,878 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 311,921

Change-311,921 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 197,703

Change-197,703 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 196,711

Change-196,711 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 183,956

Change-183,956 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 160,678

Change-160,678 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 132,874

Change-132,874 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 125,213

Change-125,213 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 113,868

Change-113,868 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 102,990

Change-102,990 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 80,891

Change-80,891 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 80,159

Change-80,159 (-100%)

Value—

Holistic Financial Partners

N/A

Shares— from 78,335

Change-78,335 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 77,765

Change-77,765 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 74,776

Change-74,776 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 70,116

Change-70,116 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 69,126

Change-69,126 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 58,969

Change-58,969 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 37,826

Change-37,826 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 29,337

Change-29,337 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 28,478

Change-28,478 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 28,235

Change-28,235 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 27,881

Change-27,881 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 23,955

Change-23,955 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 20,892

Change-20,892 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 20,349

Change-20,349 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 20,097

Change-20,097 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 19,292

Change-19,292 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 18,221

Change-18,221 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 16,814

Change-16,814 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,788

Change-16,788 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 16,645

Change-16,645 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,309

Change-15,309 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 14,467

Change-14,467 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 14,297

Change-14,297 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 14,229

Change-14,229 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 13,421

Change-13,421 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,699

Change-12,699 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 12,658

Change-12,658 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,134

Change-12,134 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 11,955

Change-11,955 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 11,741

Change-11,741 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 11,720

Change-11,720 (-100%)

Value—

Sun Financial Inc

N/A

Shares— from 11,314

Change-11,314 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 11,299

Change-11,299 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 10,239

Change-10,239 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 9,994

Change-9,994 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 9,692

Change-9,692 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 8,827

Change-8,827 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,772

Change-8,772 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Blackhawk Capital Partners, LLC

N/A

Shares— from 7,726

Change-7,726 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 7,220

Change-7,220 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,087

Change-7,087 (-100%)

Value—

Pinnacle Family Advisors, LLC

N/A

Shares— from 6,824

Change-6,824 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 6,493

Change-6,493 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,478

Change-6,478 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 6,410

Change-6,410 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,400

Change-6,400 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 6,284

Change-6,284 (-100%)

Value—

Star Financial Bank

N/A

Shares— from 6,279

Change-6,279 (-100%)

Value—

Clearwater Capital Advisors, LLC

N/A

Shares— from 6,235

Change-6,235 (-100%)

Value—

IFS Group,LLC

N/A

Shares— from 6,212

Change-6,212 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 6,141

Change-6,141 (-100%)

Value—

&partners

N/A

Shares— from 5,861

Change-5,861 (-100%)

Value—

Tradewinds, Llc.

N/A

Shares— from 5,772

Change-5,772 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,570

Change-5,570 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 5,538

Change-5,538 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,911

Change-4,911 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 4,674

Change-4,674 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,645

Change-4,645 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 4,224

Change-4,224 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 4,155

Change-4,155 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 4,143

Change-4,143 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,968

Change-3,968 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 3,608

Change-3,608 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 3,374

Change-3,374 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,209

Change-3,209 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 3,197

Change-3,197 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 3,169

Change-3,169 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 2,955

Change-2,955 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 2,851

Change-2,851 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 2,768

Change-2,768 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 2,657

Change-2,657 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 2,440

Change-2,440 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,361

Change-2,361 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 2,351

Change-2,351 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,217

Change-2,217 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,994

Change-1,994 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,982

Change-1,982 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 1,775

Change-1,775 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,319

Change-1,319 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,227

Change-1,227 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 1,189

Change-1,189 (-100%)

Value—

Blair William & Co

N/A

Shares— from 928

Change-928 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 784

Change-784 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 600

Change-600 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 508

Change-508 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 342

Change-342 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 324

Change-324 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 309

Change-309 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 217

Change-217 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 211

Change-211 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 207

Change-207 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 124

Change-124 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 121

Change-121 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 103

Change-103 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 88

Change-88 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Assetmark, Inc	INCREASED	156,953	147,384	+9,569	+6%	$14.3M	$15.0M	+$691.2K	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	143,182	142,095	+1,087	+1%	$13.8M	$13.6M	-$110.0K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	137,083	20,485	+116,598	+569%	$2.0M	$13.1M	+$11.1M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	88,360	91,587	-3,227	-4%	$8.9M	$8.4M	-$444.7K	2026-11-02
Kaydan Wealth Management, Inc.	DECREASED	84,620	86,611	-1,991	-2%	$8.4M	$8.1M	-$319.5K	2026-10-08
Truist Financial Corp	DECREASED	72,682	83,727	-11,045	-13%	$8.1M	$6.9M	-$1.2M	2026-10-30
Prospera Financial Services Inc	INCREASED	61,851	42,540	+19,311	+45%	$4.1M	$6.4M	+$2.3M	2026-11-04
Nearside Advisors, LLC	NEW	61,799	—	+61,799	—	—	$5.9M	—	2026-10-20
Cottonwood Capital Advisors, LLC	DECREASED	57,511	57,559	-48	0%	$5.6M	$5.5M	-$90.8K	2026-10-20
Creative Planning	DECREASED	41,670	41,949	-279	-1%	$4.1M	$4.0M	-$89.4K	2026-11-02
Trueblood Wealth Management, LLC	DECREASED	41,066	41,476	-410	-1%	$4.0M	$3.9M	-$101.2K	2026-10-23
Midwest Heritage Bank, FSB	DECREASED	40,411	43,674	-3,263	-7%	$4.2M	$3.9M	-$376.4K	2026-10-26
Citigroup Inc	NEW	37,543	—	+37,543	—	—	$3.6M	—	2026-11-04
Atria Investments, Inc	INCREASED	36,907	36,380	+527	+1%	$3.5M	$3.5M	-$4.2K	2026-10-15
IFP Advisors, Inc	DECREASED	36,325	40,377	-4,052	-10%	$3.9M	$3.5M	-$446.6K	2026-10-16
Bank of New York Mellon Corp	DECREASED	35,841	37,579	-1,738	-5%	$3.6M	$3.4M	-$221.9K	2026-11-05
D.A. Davidson & Co.	DECREASED	35,306	35,989	-683	-2%	$3.5M	$3.4M	-$118.9K	2026-10-28
Iams Wealth Management, LLC	DECREASED	26,780	28,642	-1,862	-6%	$2.8M	$2.6M	-$220.3K	2026-10-15
Triton Wealth Management, Pllc	UNCHANGED	23,058	23,058	0	0%	$2.2M	$2.4M	+$163.3K	2026-11-04
Daymark Wealth Partners, LLC	INCREASED	22,018	15,377	+6,641	+43%	$1.5M	$2.1M	+$609.9K	2026-11-04
Park Avenue Securities LLC	DECREASED	20,064	20,500	-436	-2%	$2.0M	$1.9M	-$72.0K	2026-10-26
Pacific Excel Wealth Advisors, Inc.	NEW	15,149	—	+15,149	—	—	$1.5M	—	2026-10-27
Kestra Private Wealth Services, LLC	DECREASED	14,772	14,785	-13	0%	$1.4M	$1.4M	-$23.3K	2026-10-30
Chicago Partners Investment Group LLC	INCREASED	12,824	12,773	+51	+0%	$1.3M	$1.3M	+$50.7K	2026-10-27
Tcfg Investment Advisors, LLC	DECREASED	12,557	13,330	-773	-6%	$1.3M	$1.2M	-$93.6K	2026-10-20
Parallel Advisors, LLC	DECREASED	12,184	14,530	-2,346	-16%	$1.4M	$1.2M	-$245.3K	2026-11-03
Winebrenner Capital Management LLC	DECREASED	11,671	11,673	-2	0%	$1.1M	$1.1M	-$17.6K	2026-10-07
RMR Capital Management, LLC	DECREASED	10,580	11,090	-510	-5%	$1.1M	$1.0M	-$65.2K	2026-10-23
Concurrent Investment Advisors, LLC	INCREASED	10,284	9,181	+1,103	+12%	$888.7K	$980.1K	+$91.4K	2026-10-16
Keystone Wealth Services, LLC	DECREASED	8,520	8,779	-259	-3%	$849.8K	$817.4K	-$32.4K	2026-11-03
Midwest Financial Network, LLC	DECREASED	8,268	17,658	-9,390	-53%	$1.7M	$788.0K	-$921.3K	2026-10-13
RFG Advisory, LLC	DECREASED	8,209	14,854	-6,645	-45%	$1.4M	$782.4K	-$655.5K	2026-11-03
Fifth Third Bancorp	DECREASED	7,659	7,997	-338	-4%	$774.1K	$729.9K	-$44.2K	2026-11-05
Meitav Investment House LTD	UNCHANGED	7,550	7,550	0	0%	$730.8K	$719.5K	-$11.3K	2026-10-28
Independent Financial Group, LLC	DECREASED	7,538	7,749	-211	-3%	$750.1K	$718.4K	-$31.7K	2026-10-13
Morey & Quinn Wealth Partners, LLC	DECREASED	7,538	7,650	-112	-1%	$740.5K	$718.4K	-$22.1K	2026-10-28
Eukles Asset Management	DECREASED	7,530	7,675	-145	-2%	$742.9K	$717.6K	-$25.3K	2026-11-04
Independent Wealth Network Inc.	INCREASED	7,280	6,374	+906	+14%	$617.0K	$693.8K	+$76.8K	2026-10-19
Three Seasons Wealth, LLC	DECREASED	7,259	7,271	-12	0%	$703.8K	$691.7K	-$12.0K	2026-11-03
Oppenheimer & Co Inc	INCREASED	7,117	6,980	+137	+2%	$675.7K	$678.3K	+$2.6K	2026-10-26
Asset Allocation Strategies LLC	DECREASED	6,886	7,208	-322	-4%	$697.7K	$656.2K	-$41.5K	2026-10-20
Signature Equity Partners, LLC	INCREASED	6,576	333	+6,243	+1875%	$32.2K	$626.7K	+$594.5K	2026-10-29
Vise Technologies, Inc.	DECREASED	6,497	6,503	-6	0%	$629.5K	$619.2K	-$10.3K	2026-10-29
Novem Group	DECREASED	6,368	6,449	-81	-1%	$624.2K	$606.9K	-$17.4K	2026-10-19
MGO One Seven LLC	UNCHANGED	5,951	5,951	0	0%	$576.0K	$567.1K	-$8.9K	2026-10-28
PFG Advisors	DECREASED	5,749	6,270	-521	-8%	$607.0K	$547.9K	-$59.1K	2026-10-16
Richmond Investment Services, LLC	INCREASED	5,572	5,560	+12	+0%	$538.2K	$531.1K	-$7.2K	2026-10-29
American Institute for Advanced Investment Management, LLP	DECREASED	5,570	5,590	-20	0%	$541.1K	$530.8K	-$10.3K	2026-11-03
Sigma Planning Corp	INCREASED	5,564	5,553	+11	+0%	$537.5K	$530.3K	-$7.2K	2026-10-23
Kraft, Davis & Associates, LLC	INCREASED	5,141	5,137	+4	+0%	$501.3K	$513.6K	+$12.3K	2026-10-21
Kingswood Wealth Advisors, LLC	INCREASED	4,849	4,782	+67	+1%	$462.9K	$462.1K	-$776	2026-10-23
Integrity Alliance, Llc.	DECREASED	4,604	5,743	-1,139	-20%	$556.0K	$438.8K	-$117.2K	2026-10-29
Vaquero Private Wealth, LTD	DECREASED	4,566	4,697	-131	-3%	$454.7K	$435.1K	-$19.5K	2026-10-27
BlueChip Wealth Advisors LLC	DECREASED	4,490	4,518	-28	-1%	$437.3K	$427.9K	-$9.4K	2026-11-03
Wedbush Securities Inc	INCREASED	4,424	4,311	+113	+3%	$417.0K	$422.0K	+$5.0K	2026-10-22
WealthTrust Asset Management, LLC	DECREASED	4,217	4,260	-43	-1%	$412.4K	$401.9K	-$10.5K	2026-10-22
KPP Advisory Services LLC	UNCHANGED	4,186	4,186	0	0%	$405.2K	$398.9K	-$6.3K	2026-10-26
Ashton Thomas Private Wealth, LLC	DECREASED	3,755	3,814	-59	-2%	$369.2K	$357.9K	-$11.3K	2026-11-03
Apollon Wealth Management, LLC	DECREASED	3,693	4,309	-616	-14%	$417.1K	$351.9K	-$65.2K	2026-10-23
Flagship Harbor Advisors, LLC	NEW	3,237	—	+3,237	—	—	$308.4K	—	2026-10-26
Able Financial Group, LLC	DECREASED	3,179	3,186	-7	0%	$308.4K	$303.0K	-$5.4K	2026-10-14
Wealth Enhancement Advisory Services, LLC	INCREASED	3,163	3,030	+133	+4%	$297.2K	$309.4K	+$12.2K	2026-10-13
Private Client Services, LLC	DECREASED	3,021	3,486	-465	-13%	$337.4K	$287.9K	-$49.5K	2026-10-02
Wesbanco Bank Inc	UNCHANGED	2,949	2,949	0	0%	$285.5K	$281.0K	-$4.4K	2026-11-04
Koshinski Asset Management, Inc.	INCREASED	2,918	2,917	+1	+0%	$282.4K	$278.1K	-$4.2K	2026-10-29
US Bancorp \de\	INCREASED	2,917	1,870	+1,047	+56%	$181.0K	$278.0K	+$97.0K	2026-11-05
Aprio Wealth Management, LLC	INCREASED	2,868	2,843	+25	+1%	$275.2K	$273.3K	-$1.9K	2026-10-28
Avantax Planning Partners, Inc.	UNCHANGED	2,855	2,855	0	0%	$276.4K	$272.1K	-$4.3K	2026-11-03
Northwest Wealth Management, LLC	UNCHANGED	2,835	2,835	0	0%	$274.4K	$270.2K	-$4.2K	2026-10-30
Davenport & Co LLC	NEW	2,770	—	+2,770	—	—	$264.0K	—	2026-10-14
Tucker Asset Management LLC	INCREASED	2,743	2,564	+179	+7%	$248.2K	$261.4K	+$13.2K	2026-10-29
HBW Advisory Services LLC	DECREASED	2,739	15,531	-12,792	-82%	$1.5M	$261.1K	-$1.2M	2026-10-15
MTM Investment Management, LLC	UNCHANGED	2,705	2,705	0	0%	$261.8K	$257.8K	-$4.1K	2026-10-30
626 Financial, LLC	UNCHANGED	2,645	2,645	0	0%	$256.0K	$252.1K	-$4.0K	2026-11-04
First Heartland Consultants, Inc.	INCREASED	2,624	2,575	+49	+2%	$249.3K	$250.1K	+$814	2026-10-08
Scheeler Financial LLC	NEW	2,552	—	+2,552	—	—	$243.2K	—	2026-10-13
AdvisorNet Financial, Inc	UNCHANGED	2,527	2,527	0	0%	$244.5K	$249.0K	+$4.5K	2026-10-15
Dhjj Financial Advisors, Ltd.	UNCHANGED	2,517	2,517	0	0%	$243.6K	$239.9K	-$3.8K	2026-10-23
Key Client Fiduciary Advisors, LLC	INCREASED	2,514	2,500	+14	+1%	$242.0K	$239.6K	-$2.4K	2026-10-19
J.W. Cole Advisors, Inc.	INCREASED	2,495	2,493	+2	+0%	$241.3K	$237.8K	-$3.5K	2026-11-05
Retirement Planning Group, LLC	DECREASED	2,468	2,723	-255	-9%	$263.6K	$235.2K	-$28.4K	2026-10-19
Rhodes Investment Advisors Inc	UNCHANGED	2,465	2,465	0	0%	$238.6K	$234.9K	-$3.7K	2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	2,449	2,207	+242	+11%	$213.6K	$233.5K	+$19.8K	2026-10-14
Cullen T Bankers, Inc.	INCREASED	2,393	1,349	+1,044	+77%	$130.6K	$228.1K	+$97.5K	2026-10-28
International Assets Investment Management, LLC	INCREASED	2,300	1,698	+602	+35%	$165.1K	$220.5K	+$55.4K	2026-11-02
StoneX Group Inc.	DECREASED	2,290	2,857	-567	-20%	$276.5K	$218.2K	-$58.3K	2026-11-03
Bison Wealth, LLC	INCREASED	2,276	2,266	+10	+0%	$222.2K	$223.1K	+$847	2026-10-13
Rossby Financial, LCC	DECREASED	2,136	2,140	-4	0%	$207.1K	$203.6K	-$3.6K	2026-11-05
Spire Wealth Management	INCREASED	1,953	1,914	+39	+2%	$185.3K	$186.1K	+$851	2026-10-30
Reap Financial Group, LLC	INCREASED	1,873	1,865	+8	+0%	$180.5K	$178.5K	-$2.0K	2026-11-02
Hilton Head Capital Partners, LLC	UNCHANGED	1,585	1,585	0	0%	$153.4K	$151.1K	-$2.4K	2026-10-23
NBH Bank	UNCHANGED	1,485	1,485	0	0%	$143.7K	$141.5K	-$2.2K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	1,183	1,250	-67	-5%	$121.0K	$112.7K	-$8.3K	2026-10-08
Hilltop National Bank	UNCHANGED	1,037	1,037	0	0%	$100.4K	$98.8K	-$1.6K	2026-10-14
Pinnacle Bancorp, Inc.	UNCHANGED	963	963	0	0%	$93.2K	$91.8K	-$1.4K	2026-10-21
Mowery & Schoenfeld Wealth Management, LLC	DECREASED	896	951	-55	-6%	$92.1K	$85.4K	-$6.7K	2026-10-28
Tounjian Advisory Partners, LLC	DECREASED	575	793	-218	-27%	$76.8K	$54.8K	-$22.0K	2026-11-04
Private Trust Co NA	UNCHANGED	563	563	0	0%	$54.5K	$53.7K	-$844	2026-10-20
Plante Moran Financial Advisors, LLC	UNCHANGED	448	448	0	0%	$43.4K	$42.7K	-$671	2026-11-04
Gamma Investing LLC	UNCHANGED	438	438	0	0%	$42.4K	$41.7K	-$656	2026-10-08
Main Street Group, LTD	UNCHANGED	360	360	0	0%	$34.8K	$34.3K	-$539	2026-10-28
Asset Dedication, LLC	UNCHANGED	343	343	0	0%	$33.2K	$32.7K	-$513	2026-11-03
Nova Financial LLC	NEW	339	—	+339	—	—	$32.3K	—	2026-11-04
Eastern Bank	UNCHANGED	326	326	0	0%	$31.6K	$31.1K	-$488	2026-10-05
Creative Financial Designs Inc	UNCHANGED	300	300	0	0%	$29.0K	$28.6K	-$450	2026-11-04
Silver Grove Financial Group, Inc.	INCREASED	209	117	+92	+79%	$11.3K	$19.9K	+$8.6K	2026-11-05
City Holding Co	UNCHANGED	165	165	0	0%	$16.0K	$15.7K	-$246	2026-10-19
Blue Trust, Inc.	DECREASED	158	190	-32	-17%	$18.4K	$15.1K	-$3.4K	2026-10-15
CoreCap Advisors, LLC	UNCHANGED	153	153	0	0%	$14.8K	$14.6K	-$229	2026-10-08
Buck Wealth Strategies, LLC	UNCHANGED	147	147	0	0%	$14.2K	$14.0K	-$220	2026-10-28
Lanark Financial, Inc.	UNCHANGED	137	137	0	0%	$13.3K	$13.1K	-$205	2026-10-26
Lloyd Advisory Services, Llc.	UNCHANGED	100	100	0	0%	$9.7K	$9.6K	-$99	2026-11-02
SJS Investment Consulting Inc.	UNCHANGED	50	50	0	0%	$4.8K	$4.8K	-$74	2026-10-26
Quest 10 Wealth Builders, Inc.	INCREASED	49	25	+24	+96%	$2.4K	$4.7K	+$2.3K	2026-11-02
Key FInancial Inc	UNCHANGED	46	46	0	0%	$4.5K	$4.4K	-$69	2026-11-02
Key Capital Management, Inc	UNCHANGED	42	42	0	0%	$4.1K	$4.0K	-$63	2026-11-03
Provenance Wealth Advisors, LLC	NEW	35	—	+35	—	—	$3.3K	—	2026-10-30
CX Institutional	DECREASED	18	258	-240	-93%	$25	$2	-$23	2026-10-02
Kelleher Financial Advisors	UNCHANGED	10	10	0	0%	$968	$953	-$15	2026-10-30
Greenup Street Wealth Management LLC	CLOSED	0	44,827	-44,827	-100%	$4.3M	$0	-$4.3M	2026-10-28
Signature Estate & Investment Advisors LLC	CLOSED	0	2,070	-2,070	-100%	$200.4K	$0	-$200.4K	2026-10-13
Spectrum Wealth Advisory Group, LLC	CLOSED	0	1,462	-1,462	-100%	$141.5K	$0	-$141.5K	2026-10-29
Golden State Wealth Management, LLC	CLOSED	0	898	-898	-100%	$86.9K	$0	-$86.9K	2026-11-02
Morgan Stanley	N/A	—	1,768,703	-1,768,703	-100%	$171.2M	—	—	—
LPL Financial LLC	N/A	—	1,122,896	-1,122,896	-100%	$108.7M	—	—	—
UBS Group AG	N/A	—	779,039	-779,039	-100%	$75.4M	—	—	—
Royal Bank of Canada	N/A	—	455,882	-455,882	-100%	$44.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	387,452	-387,452	-100%	$37.5M	—	—	—
Bank of America Corp	N/A	—	383,334	-383,334	-100%	$37.1M	—	—	—
Cetera Investment Advisers	N/A	—	343,878	-343,878	-100%	$33.3M	—	—	—
Raymond James Financial Inc	N/A	—	311,921	-311,921	-100%	$30.2M	—	—	—
Wells Fargo & Company	N/A	—	197,703	-197,703	-100%	$19.1M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	196,711	-196,711	-100%	$19.0M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	183,956	-183,956	-100%	$17.8M	—	—	—
NewEdge Advisors, LLC	N/A	—	160,678	-160,678	-100%	$15.6M	—	—	—
Private Advisor Group, LLC	N/A	—	132,874	-132,874	-100%	$12.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	125,213	-125,213	-100%	$12.1M	—	—	—
Benjamin Edwards Inc	N/A	—	113,868	-113,868	-100%	$11.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	102,990	-102,990	-100%	$10.0M	—	—	—
IHT Wealth Management, LLC	N/A	—	80,891	-80,891	-100%	$7.8M	—	—	—
Harbour Investments, Inc.	N/A	—	80,159	-80,159	-100%	$7.8M	—	—	—
Holistic Financial Partners	N/A	—	78,335	-78,335	-100%	$7.6M	—	—	—
Stifel Financial Corp	N/A	—	77,765	-77,765	-100%	$7.5M	—	—	—
Baird Financial Group, Inc.	N/A	—	74,776	-74,776	-100%	$7.2M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	70,116	-70,116	-100%	$6.8M	—	—	—
Janney Montgomery Scott LLC	N/A	—	69,126	-69,126	-100%	$6.7M	—	—	—
Snowden Capital Advisors LLC	N/A	—	58,969	-58,969	-100%	$5.7M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	37,826	-37,826	-100%	$3.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	29,337	-29,337	-100%	$2.9M	—	—	—
Virtu Financial LLC	N/A	—	28,478	-28,478	-100%	$2.8M	—	—	—
AE Wealth Management LLC	N/A	—	28,235	-28,235	-100%	$2.7M	—	—	—
Regal Investment Advisors LLC	N/A	—	27,881	-27,881	-100%	$2.7M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	23,955	-23,955	-100%	$2.3M	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	20,892	-20,892	-100%	$2.0M	—	—	—
OneAscent Financial Services LLC	N/A	—	20,349	-20,349	-100%	$2.0M	—	—	—
JPMorgan Chase & Co	N/A	—	20,097	-20,097	-100%	$2.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	19,292	-19,292	-100%	$1.9M	—	—	—
Equitable Holdings, Inc.	N/A	—	18,221	-18,221	-100%	$1.8M	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	16,814	-16,814	-100%	$1.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	16,788	-16,788	-100%	$1.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	16,645	-16,645	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	15,309	-15,309	-100%	$1.5M	—	—	—
Mariner, LLC	N/A	—	14,467	-14,467	-100%	$1.4M	—	—	—
Waverly Advisors, LLC	N/A	—	14,297	-14,297	-100%	$1.4M	—	—	—
Arkadios Wealth Advisors	N/A	—	14,229	-14,229	-100%	$1.4M	—	—	—
Western Wealth Management, LLC	N/A	—	13,421	-13,421	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	12,699	-12,699	-100%	$1.2M	—	—	—
NewEdge Wealth, LLC	N/A	—	12,658	-12,658	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	12,134	-12,134	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	11,955	-11,955	-100%	$1.2M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	11,741	-11,741	-100%	$1.1M	—	—	—
Coppell Advisory Solutions LLC	N/A	—	11,720	-11,720	-100%	$1.3M	—	—	—
Sun Financial Inc	N/A	—	11,314	-11,314	-100%	$1.2M	—	—	—
Proactive Wealth Strategies LLC	N/A	—	11,299	-11,299	-100%	$1.1M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	10,239	-10,239	-100%	$991.1K	—	—	—
First Trust Advisors LP	N/A	—	9,994	-9,994	-100%	$967.4K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	9,692	-9,692	-100%	$938.2K	—	—	—
Allworth Financial LP	N/A	—	8,827	-8,827	-100%	$854.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,772	-8,772	-100%	$849.2K	—	—	—
Mutual Advisors, LLC	N/A	—	8,400	-8,400	-100%	$813.1K	—	—	—
Blackhawk Capital Partners, LLC	N/A	—	7,726	-7,726	-100%	$747.9K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	7,220	-7,220	-100%	$698.9K	—	—	—
HighTower Advisors, LLC	N/A	—	7,087	-7,087	-100%	$686.0K	—	—	—
Pinnacle Family Advisors, LLC	N/A	—	6,824	-6,824	-100%	$660.5K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	6,493	-6,493	-100%	$628.5K	—	—	—
FMR LLC	N/A	—	6,478	-6,478	-100%	$627.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	6,410	-6,410	-100%	$620.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,400	-6,400	-100%	$619.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	6,284	-6,284	-100%	$608.3K	—	—	—
Star Financial Bank	N/A	—	6,279	-6,279	-100%	$607.8K	—	—	—
Clearwater Capital Advisors, LLC	N/A	—	6,235	-6,235	-100%	$603.5K	—	—	—
IFS Group,LLC	N/A	—	6,212	-6,212	-100%	$601.3K	—	—	—
IFG Advisory, LLC	N/A	—	6,141	-6,141	-100%	$594.4K	—	—	—
&partners	N/A	—	5,861	-5,861	-100%	$567.3K	—	—	—
Tradewinds, Llc.	N/A	—	5,772	-5,772	-100%	$235.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,570	-5,570	-100%	$539.2K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	5,538	-5,538	-100%	$536.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,911	-4,911	-100%	$475.4K	—	—	—
HRT Financial LP	N/A	—	4,674	-4,674	-100%	$452.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,645	-4,645	-100%	$449.6K	—	—	—
1776 Wealth LLC	N/A	—	4,224	-4,224	-100%	$408.9K	—	—	—
Principal Securities, Inc.	N/A	—	4,155	-4,155	-100%	$402.2K	—	—	—
Valmark Advisers, Inc.	N/A	—	4,143	-4,143	-100%	$401.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,968	-3,968	-100%	$384.1K	—	—	—
Sequent Planning LLC	N/A	—	3,608	-3,608	-100%	$349.3K	—	—	—
Invesco Ltd.	N/A	—	3,374	-3,374	-100%	$326.6K	—	—	—
BFC Planning, Inc.	N/A	—	3,209	-3,209	-100%	$310.6K	—	—	—
GeoWealth Management, LLC	N/A	—	3,197	-3,197	-100%	$309.4K	—	—	—
Tidemark, LLC	N/A	—	3,169	-3,169	-100%	$306.8K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	2,955	-2,955	-100%	$286.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	2,851	-2,851	-100%	$276.0K	—	—	—
World Investment Advisors	N/A	—	2,768	-2,768	-100%	$265.3K	—	—	—
Cresset Asset Management, LLC	N/A	—	2,657	-2,657	-100%	$257.2K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	2,440	-2,440	-100%	$236.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,361	-2,361	-100%	$228.5K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	2,351	-2,351	-100%	$227.6K	—	—	—
BlackRock, Inc.	N/A	—	2,217	-2,217	-100%	$214.6K	—	—	—
Huntington National Bank	N/A	—	1,994	-1,994	-100%	$193.0K	—	—	—
Continuum Advisory, LLC	N/A	—	1,982	-1,982	-100%	$191.9K	—	—	—
Nova Wealth Management, Inc.	N/A	—	1,775	-1,775	-100%	$171.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,319	-1,319	-100%	$128.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,227	-1,227	-100%	$119.0K	—	—	—
Synergy Investment Management, LLC	N/A	—	1,189	-1,189	-100%	$115.0K	—	—	—
Blair William & Co	N/A	—	928	-928	-100%	$89.8K	—	—	—
Bessemer Group Inc	N/A	—	784	-784	-100%	$76.0K	—	—	—
Smithfield Trust Co	N/A	—	600	-600	-100%	$58.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	508	-508	-100%	$49.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	342	-342	-100%	$33.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	324	-324	-100%	$31.4K	—	—	—
Russell Investments Group, Ltd.	N/A	—	309	-309	-100%	$29.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	300	-300	-100%	$29.0K	—	—	—
Dunhill Financial, LLC	N/A	—	217	-217	-100%	$21.0K	—	—	—
Luminist Capital LLC	N/A	—	211	-211	-100%	$20.5K	—	—	—
Ancora Advisors LLCA	N/A	—	207	-207	-100%	$20.0K	—	—	—
Arax Advisory Partners	N/A	—	124	-124	-100%	$12.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	121	-121	-100%	$11.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	103	-103	-100%	$10.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	88	-88	-100%	$8.5K	—	—	—
Strive Financial Group,LLC	N/A	—	50	-50	-100%	$4.8K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	10	-10	-100%	$968	—	—	—

Showing 240 of 240 institutions