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First Trust Large Cap Growth (FTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares147,333 from 151,776
Change-4,443 (-3%)
Value$26.1M (-$3.3M)
Filed 2026-11-02
CX Institutional
INCREASED
Shares115,994 from 109,235
Change+6,759 (+6%)
Value$20.6K (-$589)
Filed 2026-10-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares48,739 from 71,139
Change-22,400 (-31%)
Value$8.6M (-$5.1M)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares36,993 from 37,733
Change-740 (-2%)
Value$6.6M (-$749.0K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares31,628 from 10,138
Change+21,490 (+212%)
Value$5.6M (+$3.6M)
Filed 2026-11-02
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares28,225 from 21,706
Change+6,519 (+30%)
Value$5.0M (+$801.2K)
Filed 2026-10-14
LVZ, Inc.
INCREASED
Shares27,378 from 26,298
Change+1,080 (+4%)
Value$4.9M (-$238.9K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares23,910 from 19,163
Change+4,747 (+25%)
Value$4.2M (+$528.4K)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares20,961 from 18,744
Change+2,217 (+12%)
Value$3.6M (-$75.4K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares18,565 from 18,506
Change+59 (+0%)
Value$3.3M (-$292.5K)
Filed 2026-10-16
Wedmont Private Capital
UNCHANGED
Shares15,400 from 15,400
Change0 (0%)
Value$2.8M (-$74.5K)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares12,867 from 13,285
Change-418 (-3%)
Value$2.3M (-$291.6K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares11,972 from 8,059
Change+3,913 (+49%)
Value$2.1M (+$562.2K)
Filed 2026-11-04
Keystone Wealth Services, LLC
UNCHANGED
Shares10,680 from 10,680
Change0 (0%)
Value$1.9M (-$169.8K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares9,488 from 9,487
Change+1 (+0%)
Value$1.7M (-$128.1K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares8,875 from 8,892
Change-17 (0%)
Value$1.6M (-$148.6K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares8,749 from 8,776
Change-27 (0%)
Value$1.6M (-$148.6K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares7,633 from 7,883
Change-250 (-3%)
Value$1.4M (-$173.4K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
DECREASED
Shares7,249 from 7,296
Change-47 (-1%)
Value$1.3M (-$127.8K)
Filed 2026-10-23
Three Seasons Wealth, LLC
DECREASED
Shares7,194 from 7,197
Change-3 (0%)
Value$1.3M (-$118.4K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares7,091 from 6,005
Change+1,086 (+18%)
Value$1.3M (+$94.3K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares6,908 from 6,963
Change-55 (-1%)
Value$1.2M (-$123.8K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares6,848 from 7,584
Change-736 (-10%)
Value$1.2M (-$254.7K)
Filed 2026-10-08
Fifth Third Securities, Inc.
INCREASED
Shares6,780 from 6,404
Change+376 (+6%)
Value$1.2M (-$38.1K)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares5,985 from 4,600
Change+1,385 (+30%)
Value$1.1M (+$170.3K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares5,177 from 5,608
Change-431 (-8%)
Value$918.4K (-$168.2K)
Filed 2026-10-30
Well Done, LLC
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$864.8K (-$79.8K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares4,818 from 4,845
Change-27 (-1%)
Value$854.7K (-$84.2K)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares4,765 from 4,767
Change-2 (0%)
Value$866.2K (-$38.5K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares4,628 from 3,643
Change+985 (+27%)
Value$821.0K (+$115.1K)
Filed 2026-11-05
Huntleigh Advisors, Inc.
INCREASED
Shares4,541 from 4,506
Change+35 (+1%)
Value$805.6K (-$67.6K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares4,482 from 4,416
Change+66 (+1%)
Value$795.1K (-$60.6K)
Filed 2026-10-13
Sylvest Advisors, LLC
INCREASED
Shares4,476 from 1,986
Change+2,490 (+125%)
Value$794.0K (+$409.2K)
Filed 2026-10-26
Marks Group Wealth Management, Inc
UNCHANGED
Shares4,435 from 4,435
Change0 (0%)
Value$786.8K (-$72.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares3,949 from 1,864
Change+2,085 (+112%)
Value$700.5K (+$339.3K)
Filed 2026-10-28
RiverTree Advisors, LLC
INCREASED
Shares3,801 from 3,741
Change+60 (+2%)
Value$674.3K (-$50.6K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,780 from 3,749
Change+31 (+1%)
Value$678.7K (-$12.6K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares3,768 from 3,767
Change+1 (+0%)
Value$642.9K (-$30.9K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares3,486 from 2,443
Change+1,043 (+43%)
Value$618.4K (+$145.0K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,465 from 3,604
Change-139 (-4%)
Value$614.7K (-$83.7K)
Filed 2026-11-03
Strategy Asset Managers LLC
UNCHANGED
Shares3,362 from 3,362
Change0 (0%)
Value$596.4K (-$55.0K)
Filed 2026-10-14
Saxon Interests, Inc.
UNCHANGED
Shares3,253 from 3,253
Change0 (0%)
Value$577.1K (-$53.3K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares3,239 from 5,276
Change-2,037 (-39%)
Value$574.6K (-$447.7K)
Filed 2026-11-03
Independent Wealth Network Inc.
INCREASED
Shares3,165 from 2,556
Change+609 (+24%)
Value$561.4K (+$66.1K)
Filed 2026-10-19
Richmond Investment Services, LLC
DECREASED
Shares3,131 from 3,245
Change-114 (-4%)
Value$555.5K (-$73.3K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares2,962 from 2,962
Change0 (0%)
Value$525.5K (-$48.5K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares2,795 from 2,835
Change-40 (-1%)
Value$495.8K (-$53.5K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares2,567 from 2,567
Change0 (0%)
Value$455.4K (-$42.0K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$445.5K (-$41.1K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares2,445 from 2,770
Change-325 (-12%)
Value$438.9K (-$97.8K)
Filed 2026-10-09
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares2,410 from 2,489
Change-79 (-3%)
Value$427.5K (-$54.8K)
Filed 2026-10-28
Flagstar Securities, Inc
DECREASED
Shares2,390 from 2,719
Change-329 (-12%)
Value$423.9K (-$103.1K)
Filed 2026-10-15
Cypress Wealth Services, LLC
INCREASED
Shares2,251 from 2,250
Change+1 (+0%)
Value$412.6K (-$23.4K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares2,243 from 2,611
Change-368 (-14%)
Value$397.9K (-$108.0K)
Filed 2026-11-03
Wedbush Securities Inc
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$393.0K (-$36.0K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$391.9K (-$36.2K)
Filed 2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED
Shares2,204 from 2,204
Change0 (0%)
Value$391.0K (-$36.1K)
Filed 2026-10-15
Prosperity Financial Group, Inc.
NEW
Shares2,091
Change+2,091
Value$371.1K
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares1,904 from 1,806
Change+98 (+5%)
Value$337.8K (-$12.2K)
Filed 2026-10-23
Vaquero Private Wealth, LTD
DECREASED
Shares1,894 from 1,940
Change-46 (-2%)
Value$336.0K (-$39.9K)
Filed 2026-10-27
WealthTrust Asset Management, LLC
INCREASED
Shares1,869 from 1,868
Change+1 (+0%)
Value$331.5K (-$30.6K)
Filed 2026-10-22
Crumly & Associates Inc.
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$313.6K (-$28.9K)
Filed 2026-10-07
International Assets Investment Management, LLC
DECREASED
Shares1,767 from 1,922
Change-155 (-8%)
Value$316.1K (-$46.5K)
Filed 2026-11-02
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$308.1K (-$28.4K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares1,712 from 1,312
Change+400 (+30%)
Value$304.0K (+$50.0K)
Filed 2026-10-26
Redstone Wealth Management, LLC
UNCHANGED
Shares1,642 from 1,642
Change0 (0%)
Value$291.3K (-$26.9K)
Filed 2026-10-20
Mission Financial Group, LLC
UNCHANGED
Shares1,597 from 1,597
Change0 (0%)
Value$283.4K (-$26.0K)
Filed 2026-10-21
PFG Advisors
DECREASED
Shares1,555 from 1,639
Change-84 (-5%)
Value$275.8K (-$41.8K)
Filed 2026-10-16
LexAurum Advisors, LLC
DECREASED
Shares1,477 from 1,519
Change-42 (-3%)
Value$262.0K (-$32.3K)
Filed 2026-10-19
Stackstone Wealth, LLC
NEW
Shares1,472
Change+1,472
Value$261.1K
Filed 2026-10-19
Missouri Trust & Investment Co
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$252.4K (+$1.9K)
Filed 2026-11-04
Scheeler Financial LLC
NEW
Shares1,371
Change+1,371
Value$243.2K
Filed 2026-10-13
Cushing Capital Partners, LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$240.0K (-$22.2K)
Filed 2026-10-20
Strid Group, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$237.7K (-$22.0K)
Filed 2026-10-28
Summit Investment Advisory Services, LLC
INCREASED
Shares1,298 from 1,080
Change+218 (+20%)
Value$230.3K (+$21.0K)
Filed 2026-11-03
Founders Financial Securities LLC
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$215.7K (-$19.9K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares1,194 from 1,921
Change-727 (-38%)
Value$211.9K (-$160.4K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares1,164
Change+1,164
Value$205.0K
Filed 2026-11-03
Core Wealth Partners LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$205.2K (-$18.9K)
Filed 2026-11-02
Northwest Wealth Management, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$204.7K (-$18.9K)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$192.1K (-$17.7K)
Filed 2026-11-03
Hilltop National Bank
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$122.1K (-$11.3K)
Filed 2026-10-14
Signature Equity Partners, LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$88.3K (-$8.2K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares457 from 403
Change+54 (+13%)
Value$81.1K (+$3.0K)
Filed 2026-10-08
Pillar Financial Advisors, LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$77.2K (-$7.1K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$67.1K (-$6.2K)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$61.1K (-$5.6K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$54.8K (-$5.1K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares307
Change+307
Value$54.5K
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$52.9K (-$4.9K)
Filed 2026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$50.0K (-$4.6K)
Filed 2026-10-21
Spirit of America Management Corp
DECREASED
Shares243 from 42,056
Change-41,813 (-99%)
Value$43.8K (+$43.6K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$37.1K (-$3.4K)
Filed 2026-10-27
Rossby Financial, LCC
DECREASED
Shares204 from 208
Change-4 (-2%)
Value$36.2K (-$4.1K)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares147 from 146
Change+1 (+1%)
Value$26.0K (-$2.4K)
Filed 2026-11-02
Belvedere Trading LLC
NEW
Shares100
Change+100
Value$17.7K
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.7K (-$1.6K)
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$15.8K (-$1.5K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$8.3K (-$130)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.9K (-$540)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.4K (-$131)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 1,102
Change-1,102 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-26
Private Client Services, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-02
Able Financial Group, LLC
CLOSED
Shares0 from 1,079
Change-1,079 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 1,035
Change-1,035 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$191.8K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$33.7K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-28
Morgan Stanley
N/A
Shares— from 717,082
Change-717,082 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 669,373
Change-669,373 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 440,151
Change-440,151 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 338,661
Change-338,661 (-100%)
Value—
UBS Group AG
N/A
Shares— from 225,676
Change-225,676 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 169,427
Change-169,427 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 152,775
Change-152,775 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 135,002
Change-135,002 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 95,400
Change-95,400 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 94,357
Change-94,357 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 79,225
Change-79,225 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 72,538
Change-72,538 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 68,111
Change-68,111 (-100%)
Value—
&partners
N/A
Shares— from 66,595
Change-66,595 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 47,775
Change-47,775 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 46,986
Change-46,986 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,518
Change-37,518 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 36,193
Change-36,193 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 35,585
Change-35,585 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 31,137
Change-31,137 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,048
Change-30,048 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 29,002
Change-29,002 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,998
Change-26,998 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 25,393
Change-25,393 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,020
Change-21,020 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 20,681
Change-20,681 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 20,495
Change-20,495 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 20,144
Change-20,144 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,047
Change-19,047 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,966
Change-17,966 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 17,613
Change-17,613 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,471
Change-17,471 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 16,550
Change-16,550 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 15,170
Change-15,170 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,068
Change-13,068 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,014
Change-13,014 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 12,603
Change-12,603 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,157
Change-12,157 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,787
Change-10,787 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 10,325
Change-10,325 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 10,157
Change-10,157 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,333
Change-8,333 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,639
Change-7,639 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 854
Change-854 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 607
Change-607 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 561
Change-561 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 550
Change-550 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 463
Change-463 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 451
Change-451 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 305
Change-305 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 203
Change-203 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 116
Change-116 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 101
Change-101 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED147,333151,776-4,443-3%$29.4M$26.1M-$3.3M2026-11-02
CX Institutional
INCREASED115,994109,235+6,759+6%$21.2K$20.6K-$5892026-10-02
Cambridge Investment Research Advisors, Inc.
DECREASED48,73971,139-22,400-31%$13.8M$8.6M-$5.1M2026-11-02
D.A. Davidson & Co.
DECREASED36,99337,733-740-2%$7.3M$6.6M-$749.0K2026-10-28
Kestra Advisory Services, LLC
INCREASED31,62810,138+21,490+212%$2.0M$5.6M+$3.6M2026-11-02
Boyce & Associates Wealth Consulting, Inc.
INCREASED28,22521,706+6,519+30%$4.2M$5.0M+$801.2K2026-10-14
LVZ, Inc.
INCREASED27,37826,298+1,080+4%$5.1M$4.9M-$238.9K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED23,91019,163+4,747+25%$3.7M$4.2M+$528.4K2026-10-21
Prospera Financial Services Inc
INCREASED20,96118,744+2,217+12%$3.6M$3.6M-$75.4K2026-11-04
IFP Advisors, Inc
INCREASED18,56518,506+59+0%$3.6M$3.3M-$292.5K2026-10-16
Wedmont Private Capital
UNCHANGED15,40015,40000%$2.8M$2.8M-$74.5K2026-10-09
Truist Financial Corp
DECREASED12,86713,285-418-3%$2.6M$2.3M-$291.6K2026-10-30
Daymark Wealth Partners, LLC
INCREASED11,9728,059+3,913+49%$1.6M$2.1M+$562.2K2026-11-04
Keystone Wealth Services, LLC
UNCHANGED10,68010,68000%$2.1M$1.9M-$169.8K2026-11-03
Krilogy Financial LLC
INCREASED9,4889,487+1+0%$1.8M$1.7M-$128.1K2026-10-13
Oppenheimer & Co Inc
DECREASED8,8758,892-170%$1.7M$1.6M-$148.6K2026-10-26
Lanark Financial, Inc.
DECREASED8,7498,776-270%$1.7M$1.6M-$148.6K2026-10-26
Apollon Wealth Management, LLC
DECREASED7,6337,883-250-3%$1.5M$1.4M-$173.4K2026-10-23
Hilton Head Capital Partners, LLC
DECREASED7,2497,296-47-1%$1.4M$1.3M-$127.8K2026-10-23
Three Seasons Wealth, LLC
DECREASED7,1947,197-30%$1.4M$1.3M-$118.4K2026-11-03
Creative Planning
INCREASED7,0916,005+1,086+18%$1.2M$1.3M+$94.3K2026-11-02
Fifth Third Bancorp
DECREASED6,9086,963-55-1%$1.3M$1.2M-$123.8K2026-11-05
CoreCap Advisors, LLC
DECREASED6,8487,584-736-10%$1.5M$1.2M-$254.7K2026-10-08
Fifth Third Securities, Inc.
INCREASED6,7806,404+376+6%$1.2M$1.2M-$38.1K2026-10-21
Citigroup Inc
INCREASED5,9854,600+1,385+30%$891.4K$1.1M+$170.3K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED5,1775,608-431-8%$1.1M$918.4K-$168.2K2026-10-30
Well Done, LLC
UNCHANGED4,8754,87500%$944.6K$864.8K-$79.8K2026-10-20
Sigma Planning Corp
DECREASED4,8184,845-27-1%$938.9K$854.7K-$84.2K2026-10-23
Global Assets Advisory, LLC
DECREASED4,7654,767-20%$904.7K$866.2K-$38.5K2026-10-28
US Bancorp \de\
INCREASED4,6283,643+985+27%$705.9K$821.0K+$115.1K2026-11-05
Huntleigh Advisors, Inc.
INCREASED4,5414,506+35+1%$873.1K$805.6K-$67.6K2026-11-03
Independent Financial Group, LLC
INCREASED4,4824,416+66+1%$855.7K$795.1K-$60.6K2026-10-13
Sylvest Advisors, LLC
INCREASED4,4761,986+2,490+125%$384.8K$794.0K+$409.2K2026-10-26
Marks Group Wealth Management, Inc
UNCHANGED4,4354,43500%$859.4K$786.8K-$72.6K2026-11-05
Cullen T Bankers, Inc.
INCREASED3,9491,864+2,085+112%$361.2K$700.5K+$339.3K2026-10-28
RiverTree Advisors, LLC
INCREASED3,8013,741+60+2%$724.9K$674.3K-$50.6K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED3,7803,749+31+1%$691.3K$678.7K-$12.6K2026-10-13
Chicago Partners Investment Group LLC
INCREASED3,7683,767+1+0%$673.9K$642.9K-$30.9K2026-10-27
Atria Investments, Inc
INCREASED3,4862,443+1,043+43%$473.4K$618.4K+$145.0K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED3,4653,604-139-4%$698.3K$614.7K-$83.7K2026-11-03
Strategy Asset Managers LLC
UNCHANGED3,3623,36200%$651.5K$596.4K-$55.0K2026-10-14
Saxon Interests, Inc.
UNCHANGED3,2533,25300%$630.3K$577.1K-$53.3K2026-10-26
RFG Advisory, LLC
DECREASED3,2395,276-2,037-39%$1.0M$574.6K-$447.7K2026-11-03
Independent Wealth Network Inc.
INCREASED3,1652,556+609+24%$495.3K$561.4K+$66.1K2026-10-19
Richmond Investment Services, LLC
DECREASED3,1313,245-114-4%$628.8K$555.5K-$73.3K2026-10-29
Walkner Condon Financial Advisors LLC
UNCHANGED2,9622,96200%$573.9K$525.5K-$48.5K2026-11-02
Assetmark, Inc
DECREASED2,7952,835-40-1%$549.3K$495.8K-$53.5K2026-10-21
Elevation Point Wealth Partners, LLC
UNCHANGED2,5672,56700%$497.4K$455.4K-$42.0K2026-11-05
Private Trust Co NA
UNCHANGED2,5112,51100%$486.6K$445.5K-$41.1K2026-10-20
Sound Income Strategies, LLC
DECREASED2,4452,770-325-12%$536.7K$438.9K-$97.8K2026-10-09
Morey & Quinn Wealth Partners, LLC
DECREASED2,4102,489-79-3%$482.3K$427.5K-$54.8K2026-10-28
Flagstar Securities, Inc
DECREASED2,3902,719-329-12%$527.0K$423.9K-$103.1K2026-10-15
Cypress Wealth Services, LLC
INCREASED2,2512,250+1+0%$435.9K$412.6K-$23.4K2026-10-21
Parallel Advisors, LLC
DECREASED2,2432,611-368-14%$505.9K$397.9K-$108.0K2026-11-03
Wedbush Securities Inc
UNCHANGED2,2162,21600%$429.0K$393.0K-$36.0K2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED2,2092,20900%$428.0K$391.9K-$36.2K2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED2,2042,20400%$427.1K$391.0K-$36.1K2026-10-15
Prosperity Financial Group, Inc.
NEW2,091—+2,091——$371.1K—2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED1,9041,806+98+5%$350.0K$337.8K-$12.2K2026-10-23
Vaquero Private Wealth, LTD
DECREASED1,8941,940-46-2%$375.9K$336.0K-$39.9K2026-10-27
WealthTrust Asset Management, LLC
INCREASED1,8691,868+1+0%$362.0K$331.5K-$30.6K2026-10-22
Crumly & Associates Inc.
UNCHANGED1,7681,76800%$342.6K$313.6K-$28.9K2026-10-07
International Assets Investment Management, LLC
DECREASED1,7671,922-155-8%$362.5K$316.1K-$46.5K2026-11-02
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED1,7371,73700%$336.6K$308.1K-$28.4K2026-10-26
Park Avenue Securities LLC
INCREASED1,7121,312+400+30%$254.0K$304.0K+$50.0K2026-10-26
Redstone Wealth Management, LLC
UNCHANGED1,6421,64200%$318.2K$291.3K-$26.9K2026-10-20
Mission Financial Group, LLC
UNCHANGED1,5971,59700%$309.4K$283.4K-$26.0K2026-10-21
PFG Advisors
DECREASED1,5551,639-84-5%$317.6K$275.8K-$41.8K2026-10-16
LexAurum Advisors, LLC
DECREASED1,4771,519-42-3%$294.3K$262.0K-$32.3K2026-10-19
Stackstone Wealth, LLC
NEW1,472—+1,472——$261.1K—2026-10-19
Missouri Trust & Investment Co
UNCHANGED1,4231,42300%$250.6K$252.4K+$1.9K2026-11-04
Scheeler Financial LLC
NEW1,371—+1,371——$243.2K—2026-10-13
Cushing Capital Partners, LLC
UNCHANGED1,3531,35300%$262.2K$240.0K-$22.2K2026-10-20
Strid Group, LLC
UNCHANGED1,3401,34000%$259.7K$237.7K-$22.0K2026-10-28
Summit Investment Advisory Services, LLC
INCREASED1,2981,080+218+20%$209.3K$230.3K+$21.0K2026-11-03
Founders Financial Securities LLC
UNCHANGED1,2161,21600%$235.6K$215.7K-$19.9K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED1,1941,921-727-38%$372.3K$211.9K-$160.4K2026-10-20
M Holdings Securities, Inc.
NEW1,164—+1,164——$205.0K—2026-11-03
Core Wealth Partners LLC
UNCHANGED1,1571,15700%$224.1K$205.2K-$18.9K2026-11-02
Northwest Wealth Management, LLC
UNCHANGED1,1541,15400%$223.6K$204.7K-$18.9K2026-10-30
Asset Dedication, LLC
UNCHANGED1,0831,08300%$209.9K$192.1K-$17.7K2026-11-03
Hilltop National Bank
UNCHANGED68868800%$133.3K$122.1K-$11.3K2026-10-14
Signature Equity Partners, LLC
UNCHANGED49849800%$96.5K$88.3K-$8.2K2026-10-29
Farther Finance Advisors, LLC
INCREASED457403+54+13%$78.2K$81.1K+$3.0K2026-10-08
Pillar Financial Advisors, LLC
UNCHANGED43543500%$84.3K$77.2K-$7.1K2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED37837800%$73.2K$67.1K-$6.2K2026-10-21
Spire Wealth Management
UNCHANGED34534500%$66.8K$61.1K-$5.6K2026-10-30
First Bancorp, Inc
UNCHANGED30930900%$59.9K$54.8K-$5.1K2026-10-26
Nova Financial LLC
NEW307—+307——$54.5K—2026-11-04
Gamma Investing LLC
UNCHANGED29829800%$57.7K$52.9K-$4.9K2026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED28228200%$54.6K$50.0K-$4.6K2026-10-21
Spirit of America Management Corp
DECREASED24342,056-41,813-99%$223$43.8K+$43.6K2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED20920900%$40.5K$37.1K-$3.4K2026-10-27
Rossby Financial, LCC
DECREASED204208-4-2%$40.3K$36.2K-$4.1K2026-11-05
Reap Financial Group, LLC
INCREASED147146+1+1%$28.4K$26.0K-$2.4K2026-11-02
Belvedere Trading LLC
NEW100—+100——$17.7K—2026-11-05
Wolff Wiese Magana LLC
UNCHANGED10010000%$19.4K$17.7K-$1.6K2026-10-15
SJS Investment Consulting Inc.
UNCHANGED898900%$17.2K$15.8K-$1.5K2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED878700%$8.4K$8.3K-$1302026-10-16
Key FInancial Inc
UNCHANGED333300%$6.4K$5.9K-$5402026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED8800%$1.6K$1.4K-$1312026-10-23
Flagship Harbor Advisors, LLC
CLOSED01,102-1,102-100%$213.5K$0-$213.5K2026-10-26
Private Client Services, LLC
CLOSED01,100-1,100-100%$213.2K$0-$213.2K2026-10-02
Able Financial Group, LLC
CLOSED01,079-1,079-100%$209.1K$0-$209.1K2026-10-14
Cyndeo Wealth Partners, LLC
CLOSED01,035-1,035-100%$200.6K$0-$200.6K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED0990-990-100%$191.8K$0-$191.8K2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED0174-174-100%$33.7K$0-$33.7K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED035-35-100%$6.8K$0-$6.8K2026-10-26
MCF Advisors LLC
CLOSED014-14-100%$2.7K$0-$2.7K2026-10-28
Morgan Stanley
N/A—717,082-717,082-100%$138.9M———
LPL Financial LLC
N/A—669,373-669,373-100%$129.7M———
Janney Montgomery Scott LLC
N/A—440,151-440,151-100%$85.3M———
Wells Fargo & Company
N/A—338,661-338,661-100%$65.6M———
UBS Group AG
N/A—225,676-225,676-100%$43.7M———
Raymond James Financial Inc
N/A—169,427-169,427-100%$32.8M———
Baird Financial Group, Inc.
N/A—152,775-152,775-100%$29.6M———
Bank of America Corp
N/A—135,002-135,002-100%$26.2M———
Cetera Investment Advisers
N/A—95,400-95,400-100%$18.5M———
Kingsview Wealth Management, LLC
N/A—94,357-94,357-100%$18.3M———
Benjamin Edwards Inc
N/A—79,225-79,225-100%$15.4M———
Stifel Financial Corp
N/A—72,538-72,538-100%$14.1M———
Royal Bank of Canada
N/A—68,111-68,111-100%$13.2M———
&partners
N/A—66,595-66,595-100%$11.7M———
Arax Advisory Partners
N/A—47,775-47,775-100%$9.3M———
Harbour Investments, Inc.
N/A—46,986-46,986-100%$9.1M———
Northwestern Mutual Wealth Management Co
N/A—37,518-37,518-100%$7.3M———
Envestnet Asset Management Inc
N/A—36,193-36,193-100%$7.0M———
Virtu Financial LLC
N/A—35,585-35,585-100%$6.9M———
First Trust Advisors LP
N/A—31,137-31,137-100%$6.0M———
Osaic Holdings, Inc.
N/A—30,048-30,048-100%$5.8M———
Ameriprise Financial Inc
N/A—29,002-29,002-100%$5.6M———
Jones Financial Companies Lllp
N/A—26,998-26,998-100%$5.0M———
IHT Wealth Management, LLC
N/A—25,393-25,393-100%$4.9M———
Integrated Wealth Concepts LLC
N/A—21,020-21,020-100%$4.1M———
Proactive Wealth Strategies LLC
N/A—20,681-20,681-100%$4.0M———
HFG Advisors, Inc.
N/A—20,495-20,495-100%$4.0M———
Rockefeller Capital Management L.P.
N/A—20,144-20,144-100%$3.9M———
Private Advisor Group, LLC
N/A—19,047-19,047-100%$3.7M———
Equitable Holdings, Inc.
N/A—17,966-17,966-100%$3.5M———
Vestmark Advisory Solutions, Inc.
N/A—17,613-17,613-100%$3.4M———
Western Wealth Management, LLC
N/A—17,471-17,471-100%$3.4M———
IFS Group,LLC
N/A—16,550-16,550-100%$3.2M———
FSB Premier Wealth Management, Inc.
N/A—15,170-15,170-100%$2.9M———
Snowden Capital Advisors LLC
N/A—13,068-13,068-100%$2.5M———
Gateway Wealth Partners, LLC
N/A—13,014-13,014-100%$2.5M———
Empirical Asset Management, LLC
N/A—12,603-12,603-100%$2.4M———
Steward Partners Investment Advisory, LLC
N/A—12,157-12,157-100%$2.4M———
Stratos Wealth Partners, Ltd.
N/A—11,829-11,829-100%$2.3M———
MML Investors Services, LLC
N/A—10,787-10,787-100%$2.1M———
Natixis Advisors, LLC
N/A—10,533-10,533-100%$2.0M———
Money Concepts Capital Corp
N/A—10,325-10,325-100%$2.0M———
Horizon Family Wealth, Inc.
N/A—10,243-10,243-100%$2.0M———
Allworth Financial LP
N/A—10,157-10,157-100%$2.0M———
WIN Advisors, Inc
N/A—9,423-9,423-100%$1.8M———
HighTower Advisors, LLC
N/A—8,705-8,705-100%$1.7M———
Susquehanna International Group, LLP
N/A—8,333-8,333-100%$1.6M———
Geneos Wealth Management Inc.
N/A—7,639-7,639-100%$1.5M———
NewEdge Advisors, LLC
N/A—7,057-7,057-100%$1.4M———
Beck Bode, LLC
N/A—7,035-7,035-100%$1.4M———
Cresset Asset Management, LLC
N/A—6,669-6,669-100%$1.3M———
AE Wealth Management LLC
N/A—6,647-6,647-100%$1.3M———
JPMorgan Chase & Co
N/A—6,529-6,529-100%$1.2M———
Sanctuary Advisors, LLC
N/A—5,863-5,863-100%$1.1M———
Clearwater Capital Advisors, LLC
N/A—5,754-5,754-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—5,335-5,335-100%$1.0M———
Z3 Capital Partners, LLC
N/A—5,330-5,330-100%$1.0M———
RPS Advisory Solutions LLC
N/A—5,229-5,229-100%$1.0M———
Stonebridge Financial Planning Group, LLC
N/A—5,209-5,209-100%$1.0M———
Mercer Global Advisors Inc
N/A—5,206-5,206-100%$1.0M———
Mpwm Advisory Solutions, LLC
N/A—5,165-5,165-100%$1.0M———
Transamerica Financial Advisors, LLC
N/A—4,759-4,759-100%$922.3K———
Great Valley Advisor Group, Inc.
N/A—4,729-4,729-100%$916.8K———
IFG Advisory, LLC
N/A—4,605-4,605-100%$892.3K———
Mariner, LLC
N/A—4,585-4,585-100%$888.3K———
1776 Wealth LLC
N/A—4,364-4,364-100%$845.6K———
Mutual Advisors, LLC
N/A—3,748-3,748-100%$726.3K———
UBS Asset Management Americas LLC
N/A—3,698-3,698-100%$716.6K———
O'shaughnessy Asset Management, LLC
N/A—3,676-3,676-100%$712.3K———
FMR LLC
N/A—3,659-3,659-100%$709.0K———
Arkadios Wealth Advisors
N/A—3,283-3,283-100%$636.2K———
Jaffetilchin Investment Partners, LLC
N/A—2,845-2,845-100%$551.3K———
Founders Financial Alliance, LLC
N/A—2,715-2,715-100%$526.0K———
Summit Financial, LLC
N/A—2,652-2,652-100%$513.9K———
Keating Financial Advisory Services, Inc.
N/A—2,634-2,634-100%$510.4K———
Invesco Ltd.
N/A—2,543-2,543-100%$492.8K———
Focus Partners Wealth
N/A—2,289-2,289-100%$443.6K———
Nicolet Bankshares Inc
N/A—2,249-2,249-100%$419.3K———
Chicago Wealth Management, Inc.
N/A—2,229-2,229-100%$431.9K———
Merit Financial Group, LLC
N/A—2,159-2,159-100%$418.4K———
NewEdge Wealth, LLC
N/A—2,029-2,029-100%$393.2K———
German American Bancorp, Inc.
N/A—2,000-2,000-100%$387.5K———
Bawa N Mallick Trust
N/A—2,000-2,000-100%$387.5K———
Parkwoods Wealth Partners, LLC
N/A—1,988-1,988-100%$385.2K———
Meridian Wealth Advisors, LLC
N/A—1,975-1,975-100%$382.7K———
QRG Capital Management, Inc.
N/A—1,902-1,902-100%$368.6K———
Pine Valley Investments Ltd Liability Co
N/A—1,899-1,899-100%$368.0K———
Institute for Wealth Management, Llc.
N/A—1,896-1,896-100%$367.4K———
AQR Capital Management LLC
N/A—1,819-1,819-100%$352.5K———
Compass Capital Corp
N/A—1,800-1,800-100%$336.8K———
Harvest Investment Services, LLC
N/A—1,700-1,700-100%$329.4K———
BFC Planning, Inc.
N/A—1,599-1,599-100%$309.8K———
Foundations Investment Advisors, LLC
N/A—1,502-1,502-100%$291.0K———
Zacks Investment Management
N/A—1,416-1,416-100%$274.4K———
Goldman Sachs Group Inc
N/A—1,345-1,345-100%$260.6K———
Jane Street Group, LLC
N/A—1,294-1,294-100%$250.7K———
PNC Financial Services Group, Inc.
N/A—1,259-1,259-100%$243.9K———
First National Bank of Omaha
N/A—1,250-1,250-100%$242.2K———
HHM Wealth Advisors, LLC
N/A—1,213-1,213-100%$235.0K———
Per Stirling Capital Management, Llc.
N/A—1,184-1,184-100%$229.4K———
Commerce Bank
N/A—1,176-1,176-100%$227.9K———
M3 Advisory Group, LLC
N/A—1,171-1,171-100%$227.0K———
Focus Partners Advisor Solutions, LLC
N/A—1,154-1,154-100%$223.6K———
Global Retirement Partners, LLC
N/A—1,138-1,138-100%$220.5K———
Advisory Services Network, LLC
N/A—1,118-1,118-100%$216.6K———
Moneta Group Investment Advisors LLC
N/A—1,102-1,102-100%$213.6K———
Clark Capital Management Group, Inc.
N/A—1,071-1,071-100%$207.5K———
Blair William & Co
N/A—1,031-1,031-100%$199.8K———
Centaurus Financial, Inc.
N/A—854-854-100%$165.0K———
Frazier Financial Advisors, LLC
N/A—699-699-100%$135.4K———
Bank of the Bluegrass & Trust Co.
N/A—607-607-100%$107.7K———
Huntington National Bank
N/A—561-561-100%$108.7K———
Russell Investments Group, Ltd.
N/A—550-550-100%$106.6K———
PlanVest Financial, Inc
N/A—463-463-100%$89.7K———
Crews Bank & Trust
N/A—451-451-100%$87.4K———
Luminist Capital LLC
N/A—403-403-100%$78.0K———
BankPlus Trust Department
N/A—305-305-100%$59.1K———
Fiduciary Financial Advisors
N/A—203-203-100%$39.3K———
Dunhill Financial, LLC
N/A—200-200-100%$38.8K———
Ancora Advisors LLCA
N/A—116-116-100%$22.5K———
Kerr Financial Planning Corp
N/A—101-101-100%$19.4K———
Burnham & Co LLC
N/A—100-100-100%$19.4K———
Vanguard Advisers Inc
N/A—37-37-100%$7.2K———
Continuum Advisory, LLC
N/A—34-34-100%$6.6K———
Hantz Financial Services, Inc.
N/A—5-5-100%$1———
Showing 234 of 234 institutions