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First Trust Europe (FEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares520,508 from 552,847
Change-32,339 (-6%)
Value$29.4M (-$2.2M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares165,345 from 162,938
Change+2,407 (+1%)
Value$9.2M (-$160.4K)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares141,028 from 147,071
Change-6,043 (-4%)
Value$8.0M (-$435.0K)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares106,066 from 133,149
Change-27,083 (-20%)
Value$6.0M (-$1.6M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares73,519 from 83,448
Change-9,929 (-12%)
Value$4.1M (-$614.0K)
Filed 2026-11-02
Mainsail Financial Group, LLC
INCREASED
Shares47,024 from 45,609
Change+1,415 (+3%)
Value$2.7M (+$50.6K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares46,936 from 48,550
Change-1,614 (-3%)
Value$2.6M (-$122.1K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares37,438 from 41,236
Change-3,798 (-9%)
Value$2.1M (-$240.6K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares30,852 from 39,050
Change-8,198 (-21%)
Value$1.7M (-$485.1K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares27,010 from 27,310
Change-300 (-1%)
Value$1.5M (-$34.4K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares20,234 from 28,081
Change-7,847 (-28%)
Value$1.1M (-$460.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares20,037 from 17,063
Change+2,974 (+17%)
Value$1.1M (+$156.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares19,458 from 20,022
Change-564 (-3%)
Value$1.1M (-$44.6K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares18,408 from 23,211
Change-4,803 (-21%)
Value$1.0M (-$285.8K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares15,331 from 18,803
Change-3,472 (-18%)
Value$865.0K (-$208.0K)
Filed 2026-10-26
Able Financial Group, LLC
DECREASED
Shares13,393 from 13,654
Change-261 (-2%)
Value$755.5K (-$23.5K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares10,175
Change+10,175
Value$574.0K
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW
Shares9,530
Change+9,530
Value$536.9K
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares9,273 from 9,046
Change+227 (+3%)
Value$523.1K (+$7.0K)
Filed 2026-10-28
Sigma Planning Corp
NEW
Shares8,720
Change+8,720
Value$491.9K
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares7,898 from 8,328
Change-430 (-5%)
Value$445.5K (-$29.6K)
Filed 2026-10-20
Oppenheimer & Co Inc
UNCHANGED
Shares7,322 from 7,322
Change0 (0%)
Value$413.0K (-$4.7K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,241 from 7,200
Change+41 (+1%)
Value$408.5K (-$2.3K)
Filed 2026-10-13
Iams Wealth Management, LLC
DECREASED
Shares7,075 from 11,988
Change-4,913 (-41%)
Value$399.1K (-$284.8K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares7,064 from 7,507
Change-443 (-6%)
Value$398.5K (-$29.8K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares6,628 from 6,663
Change-35 (-1%)
Value$373.9K (-$6.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares6,556 from 6,583
Change-27 (0%)
Value$369.8K (-$5.7K)
Filed 2026-10-13
Richmond Investment Services, LLC
DECREASED
Shares6,370 from 6,609
Change-239 (-4%)
Value$359.3K (-$17.7K)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
NEW
Shares6,190
Change+6,190
Value$349.2K
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares5,840 from 5,741
Change+99 (+2%)
Value$329.0K (+$1.0K)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares5,386 from 317
Change+5,069 (+1599%)
Value$303.8K (+$285.7K)
Filed 2026-10-29
Rhodes Investment Advisors Inc
DECREASED
Shares5,045 from 6,070
Change-1,025 (-17%)
Value$284.6K (-$61.7K)
Filed 2026-10-07
Novem Group
INCREASED
Shares4,619 from 4,052
Change+567 (+14%)
Value$260.6K (+$29.4K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
NEW
Shares4,601
Change+4,601
Value$259.6K
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares4,332 from 4,332
Change0 (0%)
Value$244.4K (-$2.8K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares4,327 from 4,580
Change-253 (-6%)
Value$244.1K (-$26.7K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares4,314 from 3,914
Change+400 (+10%)
Value$243.4K (+$20.1K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares4,256 from 6,188
Change-1,932 (-31%)
Value$240.1K (-$113.0K)
Filed 2026-11-03
Asset Allocation Strategies LLC
INCREASED
Shares4,175 from 4,150
Change+25 (+1%)
Value$235.5K (-$1.2K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares4,107 from 4,197
Change-90 (-2%)
Value$231.7K (-$7.8K)
Filed 2026-10-28
BlueChip Wealth Advisors LLC
DECREASED
Shares4,022 from 5,082
Change-1,060 (-21%)
Value$226.9K (-$63.0K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares3,872 from 3,719
Change+153 (+4%)
Value$218.4K (+$6.3K)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares3,768 from 3,768
Change0 (0%)
Value$215.0K ($0)
Filed 2026-10-13
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares3,720 from 3,821
Change-101 (-3%)
Value$209.8K (-$8.1K)
Filed 2026-10-28
Roxbury Financial LLC
INCREASED
Shares3,571 from 3,307
Change+264 (+8%)
Value$201.4K (+$12.8K)
Filed 2026-10-01
PFG Advisors
DECREASED
Shares3,553 from 4,325
Change-772 (-18%)
Value$200.4K (-$46.3K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares2,166 from 2,187
Change-21 (-1%)
Value$122.2K (-$2.6K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares1,889 from 1,946
Change-57 (-3%)
Value$106.6K (-$4.5K)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares1,876 from 1,866
Change+10 (+1%)
Value$105.8K (-$592)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares1,873 from 1,021
Change+852 (+83%)
Value$105.7K (+$47.4K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,740 from 2,204
Change-464 (-21%)
Value$98.2K (-$27.6K)
Filed 2026-11-03
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$93.6K (-$1.1K)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares1,341 from 1,348
Change-7 (-1%)
Value$75.6K (-$1.3K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$56.4K (-$640)
Filed 2026-11-05
CX Institutional
INCREASED
Shares756 from 697
Change+59 (+8%)
Value$43 (+$3)
Filed 2026-10-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$29.9K (-$339)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.2K (-$320)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
DECREASED
Shares417 from 732
Change-315 (-43%)
Value$23.5K (-$18.2K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares320 from 270
Change+50 (+19%)
Value$18.1K (+$2.6K)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$12.9K (-$146)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$11.6K ($0)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares161 from 104
Change+57 (+55%)
Value$9.1K (+$3.1K)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$5.7K (-$65)
Filed 2026-10-07
Buck Wealth Strategies, LLC
DECREASED
Shares100 from 141
Change-41 (-29%)
Value$5.6K (-$2.4K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares79 from 86
Change-7 (-8%)
Value$4.5K (-$423)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares36 from 24
Change+12 (+50%)
Value$2.0K (+$662)
Filed 2026-11-02
Key Capital Management, Inc
DECREASED
Shares29 from 36
Change-7 (-19%)
Value$1.6K (-$418)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.6K (-$18)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
NEW
Shares21
Change+21
Value$1.2K
Filed 2026-10-30
HBW Advisory Services LLC
CLOSED
Shares0 from 10,937
Change-10,937 (-100%)
Value$0 (-$624.0K)
Filed 2026-10-15
ProVise Management Group, LLC
CLOSED
Shares0 from 5,397
Change-5,397 (-100%)
Value$0 (-$307.9K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 3,231
Change-3,231 (-100%)
Value$0 (-$184.3K)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 769
Change-769 (-100%)
Value$0 (-$43.9K)
Filed 2026-11-04
Blue Trust, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-15
First Trust Advisors LP
N/A
Shares— from 1,145,812
Change-1,145,812 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 884,638
Change-884,638 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 298,459
Change-298,459 (-100%)
Value—
UBS Group AG
N/A
Shares— from 280,860
Change-280,860 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 240,269
Change-240,269 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 214,361
Change-214,361 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 200,195
Change-200,195 (-100%)
Value—
&partners
N/A
Shares— from 168,324
Change-168,324 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 120,818
Change-120,818 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 117,399
Change-117,399 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 113,773
Change-113,773 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 94,097
Change-94,097 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 81,561
Change-81,561 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 74,732
Change-74,732 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 60,199
Change-60,199 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 57,256
Change-57,256 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 47,652
Change-47,652 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 46,272
Change-46,272 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 45,112
Change-45,112 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 31,497
Change-31,497 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 28,660
Change-28,660 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 26,021
Change-26,021 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 23,948
Change-23,948 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 23,516
Change-23,516 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 23,505
Change-23,505 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,585
Change-20,585 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,572
Change-20,572 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,523
Change-17,523 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,410
Change-17,410 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 14,544
Change-14,544 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 13,952
Change-13,952 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,929
Change-12,929 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 12,067
Change-12,067 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,704
Change-11,704 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,601
Change-11,601 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 11,478
Change-11,478 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 9,839
Change-9,839 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,208
Change-9,208 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,489
Change-8,489 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,318
Change-6,318 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 756
Change-756 (-100%)
Value—
FMR LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 144
Change-144 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 55
Change-55 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 49
Change-49 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
LPL Financial LLC
DECREASED520,508552,847-32,339-6%$31.5M$29.4M-$2.2M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED165,345162,938+2,407+1%$9.3M$9.2M-$160.4K2026-10-13
Vontobel Holding Ltd.
DECREASED141,028147,071-6,043-4%$8.4M$8.0M-$435.0K2026-10-16
Assetmark, Inc
DECREASED106,066133,149-27,083-20%$7.6M$6.0M-$1.6M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED73,51983,448-9,929-12%$4.8M$4.1M-$614.0K2026-11-02
Mainsail Financial Group, LLC
INCREASED47,02445,609+1,415+3%$2.6M$2.7M+$50.6K2026-10-23
Commonwealth Equity Services, LLC
DECREASED46,93648,550-1,614-3%$2.8M$2.6M-$122.1K2026-11-02
IFP Advisors, Inc
DECREASED37,43841,236-3,798-9%$2.4M$2.1M-$240.6K2026-10-16
Prospera Financial Services Inc
DECREASED30,85239,050-8,198-21%$2.2M$1.7M-$485.1K2026-11-04
NWF Advisory Services Inc.
DECREASED27,01027,310-300-1%$1.6M$1.5M-$34.4K2026-10-19
Bank of New York Mellon Corp
DECREASED20,23428,081-7,847-28%$1.6M$1.1M-$460.6K2026-11-05
Kestra Advisory Services, LLC
INCREASED20,03717,063+2,974+17%$973.5K$1.1M+$156.8K2026-11-02
Farther Finance Advisors, LLC
DECREASED19,45820,022-564-3%$1.1M$1.1M-$44.6K2026-10-08
Atria Investments, Inc
DECREASED18,40823,211-4,803-21%$1.3M$1.0M-$285.8K2026-10-15
Park Avenue Securities LLC
DECREASED15,33118,803-3,472-18%$1.1M$865.0K-$208.0K2026-10-26
Able Financial Group, LLC
DECREASED13,39313,654-261-2%$779.0K$755.5K-$23.5K2026-10-14
Ascentis Independent Advisors
NEW10,175—+10,175——$574.0K—2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW9,530—+9,530——$536.9K—2026-10-27
D.A. Davidson & Co.
INCREASED9,2739,046+227+3%$516.1K$523.1K+$7.0K2026-10-28
Sigma Planning Corp
NEW8,720—+8,720——$491.9K—2026-10-23
Tcfg Investment Advisors, LLC
DECREASED7,8988,328-430-5%$475.1K$445.5K-$29.6K2026-10-20
Oppenheimer & Co Inc
UNCHANGED7,3227,32200%$417.7K$413.0K-$4.7K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED7,2417,200+41+1%$410.8K$408.5K-$2.3K2026-10-13
Iams Wealth Management, LLC
DECREASED7,07511,988-4,913-41%$683.9K$399.1K-$284.8K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED7,0647,507-443-6%$428.3K$398.5K-$29.8K2026-11-06
Independent Financial Group, LLC
DECREASED6,6286,663-35-1%$380.1K$373.9K-$6.2K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED6,5566,583-270%$375.6K$369.8K-$5.7K2026-10-13
Richmond Investment Services, LLC
DECREASED6,3706,609-239-4%$377.1K$359.3K-$17.7K2026-10-29
SeaBridge Investment Advisors LLC
NEW6,190—+6,190——$349.2K—2026-11-02
Wedbush Securities Inc
INCREASED5,8405,741+99+2%$328.0K$329.0K+$1.0K2026-10-22
Signature Equity Partners, LLC
INCREASED5,386317+5,069+1599%$18.1K$303.8K+$285.7K2026-10-29
Rhodes Investment Advisors Inc
DECREASED5,0456,070-1,025-17%$346.3K$284.6K-$61.7K2026-10-07
Novem Group
INCREASED4,6194,052+567+14%$231.1K$260.6K+$29.4K2026-10-19
Concurrent Investment Advisors, LLC
NEW4,601—+4,601——$259.6K—2026-10-16
Kingswood Wealth Advisors, LLC
UNCHANGED4,3324,33200%$247.1K$244.4K-$2.8K2026-10-23
Triad Wealth Partners, LLC
DECREASED4,3274,580-253-6%$270.8K$244.1K-$26.7K2026-10-26
Parallel Advisors, LLC
INCREASED4,3143,914+400+10%$223.3K$243.4K+$20.1K2026-11-03
RFG Advisory, LLC
DECREASED4,2566,188-1,932-31%$353.0K$240.1K-$113.0K2026-11-03
Asset Allocation Strategies LLC
INCREASED4,1754,150+25+1%$236.8K$235.5K-$1.2K2026-10-20
MGO One Seven LLC
DECREASED4,1074,197-90-2%$239.4K$231.7K-$7.8K2026-10-28
BlueChip Wealth Advisors LLC
DECREASED4,0225,082-1,060-21%$289.9K$226.9K-$63.0K2026-11-03
Apollon Wealth Management, LLC
INCREASED3,8723,719+153+4%$212.2K$218.4K+$6.3K2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED3,7683,76800%$215.0K$215.0K$02026-10-13
Morey & Quinn Wealth Partners, LLC
DECREASED3,7203,821-101-3%$218.0K$209.8K-$8.1K2026-10-28
Roxbury Financial LLC
INCREASED3,5713,307+264+8%$188.6K$201.4K+$12.8K2026-10-01
PFG Advisors
DECREASED3,5534,325-772-18%$246.7K$200.4K-$46.3K2026-10-16
Private Trust Co NA
DECREASED2,1662,187-21-1%$124.8K$122.2K-$2.6K2026-10-20
Fifth Third Bancorp
DECREASED1,8891,946-57-3%$111.0K$106.6K-$4.5K2026-11-05
Reap Financial Group, LLC
INCREASED1,8761,866+10+1%$106.4K$105.8K-$5922026-11-02
Cullen T Bankers, Inc.
INCREASED1,8731,021+852+83%$58.2K$105.7K+$47.4K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED1,7402,204-464-21%$125.7K$98.2K-$27.6K2026-11-03
LFA - Lugano Financial Advisors SA
UNCHANGED1,6601,66000%$94.7K$93.6K-$1.1K2026-11-03
Rossby Financial, LCC
DECREASED1,3411,348-7-1%$76.9K$75.6K-$1.3K2026-11-05
US Bancorp \de\
UNCHANGED1,0001,00000%$57.1K$56.4K-$6402026-11-05
CX Institutional
INCREASED756697+59+8%$40$43+$32026-10-02
Dhjj Financial Advisors, Ltd.
UNCHANGED53053000%$30.2K$29.9K-$3392026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED50050000%$28.5K$28.2K-$3202026-10-21
Tounjian Advisory Partners, LLC
DECREASED417732-315-43%$41.7K$23.5K-$18.2K2026-11-04
Spire Wealth Management
INCREASED320270+50+19%$15.4K$18.1K+$2.6K2026-10-30
CoreCap Advisors, LLC
UNCHANGED22822800%$13.0K$12.9K-$1462026-10-08
Allworth Financial LP
UNCHANGED20320300%$11.6K$11.6K$02026-11-06
Silver Grove Financial Group, Inc.
INCREASED161104+57+55%$5.9K$9.1K+$3.1K2026-11-05
American National Bank & Trust
UNCHANGED10110100%$5.8K$5.7K-$652026-10-07
Buck Wealth Strategies, LLC
DECREASED100141-41-29%$8.0K$5.6K-$2.4K2026-10-28
Lloyd Advisory Services, Llc.
DECREASED7986-7-8%$4.9K$4.5K-$4232026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED3624+12+50%$1.4K$2.0K+$6622026-11-02
Key Capital Management, Inc
DECREASED2936-7-19%$2.1K$1.6K-$4182026-11-03
Gamma Investing LLC
UNCHANGED292900%$1.7K$1.6K-$182026-10-08
Provenance Wealth Advisors, LLC
NEW21—+21——$1.2K—2026-10-30
HBW Advisory Services LLC
CLOSED010,937-10,937-100%$624.0K$0-$624.0K2026-10-15
ProVise Management Group, LLC
CLOSED05,397-5,397-100%$307.9K$0-$307.9K2026-11-06
Tucker Asset Management LLC
CLOSED03,231-3,231-100%$184.3K$0-$184.3K2026-10-29
Citigroup Inc
CLOSED0769-769-100%$43.9K$0-$43.9K2026-11-04
Blue Trust, Inc.
CLOSED028-28-100%$1.6K$0-$1.6K2026-10-15
First Trust Advisors LP
N/A—1,145,812-1,145,812-100%$65.4M———
Morgan Stanley
N/A—884,638-884,638-100%$50.5M———
Envestnet Asset Management Inc
N/A—298,459-298,459-100%$17.0M———
UBS Group AG
N/A—280,860-280,860-100%$16.0M———
Wells Fargo & Company
N/A—240,269-240,269-100%$13.7M———
Cetera Investment Advisers
N/A—214,361-214,361-100%$12.2M———
Bank of Nova Scotia
N/A—200,195-200,195-100%$11.4M———
&partners
N/A—168,324-168,324-100%$9.6M———
Bank of America Corp
N/A—120,818-120,818-100%$6.9M———
Dunhill Financial, LLC
N/A—117,399-117,399-100%$6.7M———
Raymond James Financial Inc
N/A—113,773-113,773-100%$6.5M———
Benjamin Edwards Inc
N/A—94,097-94,097-100%$5.4M———
Osaic Holdings, Inc.
N/A—81,561-81,561-100%$4.7M———
Advisory Services Network, LLC
N/A—74,732-74,732-100%$4.3M———
Stifel Financial Corp
N/A—60,199-60,199-100%$3.4M———
Janney Montgomery Scott LLC
N/A—57,256-57,256-100%$3.3M———
Citadel Advisors LLC
N/A—47,652-47,652-100%$2.7M———
MML Investors Services, LLC
N/A—46,272-46,272-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—45,112-45,112-100%$2.6M———
HSBC Holdings PLC
N/A—35,500-35,500-100%$2.0M———
Gateway Wealth Partners, LLC
N/A—31,497-31,497-100%$1.8M———
Coppell Advisory Solutions LLC
N/A—28,660-28,660-100%$9.5K———
Orion Porfolio Solutions, LLC
N/A—26,021-26,021-100%$1.5M———
Bellevue Asset Management, LLC
N/A—23,948-23,948-100%$1.4M———
AE Wealth Management LLC
N/A—23,516-23,516-100%$1.3M———
Baird Financial Group, Inc.
N/A—23,505-23,505-100%$1.3M———
Snowden Capital Advisors LLC
N/A—20,585-20,585-100%$1.2M———
Smith, Moore & Co.
N/A—20,572-20,572-100%$1.2M———
Royal Bank of Canada
N/A—17,523-17,523-100%$1.0M———
OneAscent Financial Services LLC
N/A—17,410-17,410-100%$993.2K———
RPg Family Wealth Advisory, LLC
N/A—14,544-14,544-100%$829.7K———
Risk Paradigm Group, LLC
N/A—13,952-13,952-100%$796.0K———
NewEdge Wealth, LLC
N/A—12,929-12,929-100%$737.6K———
Transamerica Financial Advisors, LLC
N/A—12,067-12,067-100%$688.4K———
Sanctuary Advisors, LLC
N/A—11,704-11,704-100%$667.7K———
Harbour Investments, Inc.
N/A—11,601-11,601-100%$661.9K———
HFG Advisors, Inc.
N/A—11,478-11,478-100%$654.8K———
1776 Wealth LLC
N/A—9,839-9,839-100%$561.3K———
LaSalle St. Investment Advisors, LLC
N/A—9,812-9,812-100%$559.8K———
Quantinno Capital Management LP
N/A—9,208-9,208-100%$525.3K———
Jones Financial Companies Lllp
N/A—8,489-8,489-100%$479.1K———
Rockefeller Capital Management L.P.
N/A—7,121-7,121-100%$406.3K———
Envestnet Portfolio Solutions, Inc.
N/A—6,318-6,318-100%$360.4K———
Mpwm Advisory Solutions, LLC
N/A—6,273-6,273-100%$357.9K———
Pine Valley Investments Ltd Liability Co
N/A—6,257-6,257-100%$357.0K———
FSB Premier Wealth Management, Inc.
N/A—6,021-6,021-100%$343.5K———
Kingsview Wealth Management, LLC
N/A—5,852-5,852-100%$333.9K———
Mutual Advisors, LLC
N/A—5,737-5,737-100%$327.3K———
HighTower Advisors, LLC
N/A—5,413-5,413-100%$308.8K———
Equitable Holdings, Inc.
N/A—5,332-5,332-100%$304.2K———
Pinnacle Family Advisors, LLC
N/A—4,903-4,903-100%$279.7K———
Northwestern Mutual Wealth Management Co
N/A—4,307-4,307-100%$245.7K———
Susquehanna International Group, LLP
N/A—3,597-3,597-100%$205.2K———
Principal Securities, Inc.
N/A—3,526-3,526-100%$201.2K———
Topsail Wealth Management, LLC
N/A—3,000-3,000-100%$171.2K———
IFG Advisory, LLC
N/A—2,172-2,172-100%$123.9K———
JPMorgan Chase & Co
N/A—1,973-1,973-100%$112.2K———
Global Retirement Partners, LLC
N/A—1,695-1,695-100%$96.7K———
Synergy Investment Management, LLC
N/A—1,464-1,464-100%$83.5K———
NewEdge Advisors, LLC
N/A—1,321-1,321-100%$75.4K———
BFC Planning, Inc.
N/A—756-756-100%$43.1K———
FMR LLC
N/A—730-730-100%$41.7K———
Smartleaf Asset Management LLC
N/A—431-431-100%$24.5K———
Oakmont Advisory Group, LLC
N/A—227-227-100%$13.0K———
Luminist Capital LLC
N/A—203-203-100%$11.6K———
Silicon Valley Capital Partners
N/A—144-144-100%$8.2K———
Ameriflex Group, Inc.
N/A—91-91-100%$5.2K———
Huntington National Bank
N/A—55-55-100%$3.1K———
Fiduciary Financial Advisors
N/A—49-49-100%$2.8K———
HHM Wealth Advisors, LLC
N/A—15-15-100%$856———
Strive Financial Group,LLC
N/A—11-11-100%$628———
Showing 145 of 145 institutions