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First Trust Develp MKT Ex-US (FDT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares380,614 from 174,011
Change+206,603 (+119%)
Value$35.7M (+$19.2M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares364,363 from 15,575
Change+348,788 (+2239%)
Value$34.1M (+$32.7M)
Filed 2026-11-05
Sage Private Wealth Group, LLC
INCREASED
Shares246,056 from 239,001
Change+7,055 (+3%)
Value$23.1M (+$425.1K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares170,465 from 150,233
Change+20,232 (+13%)
Value$16.0M (+$1.7M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares152,312 from 126,821
Change+25,491 (+20%)
Value$14.3M (+$2.3M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares132,435 from 125,816
Change+6,619 (+5%)
Value$12.4M (+$495.9K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares103,608 from 69,767
Change+33,841 (+49%)
Value$9.7M (+$3.1M)
Filed 2026-11-02
Mainsail Financial Group, LLC
INCREASED
Shares96,044 from 94,010
Change+2,034 (+2%)
Value$9.0M (+$97.7K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares68,249 from 60,145
Change+8,104 (+13%)
Value$6.4M (+$699.8K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
INCREASED
Shares61,528 from 60,183
Change+1,345 (+2%)
Value$5.8M (+$66.6K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
INCREASED
Shares55,592 from 49,961
Change+5,631 (+11%)
Value$5.2M (+$478.3K)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares55,474 from 34,358
Change+21,116 (+61%)
Value$4.9M (+$1.7M)
Filed 2026-11-04
VestGen Advisors, LLC
NEW
Shares47,371
Change+47,371
Value$4.4M
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares43,914 from 39,702
Change+4,212 (+11%)
Value$4.1M (+$355.4K)
Filed 2026-10-28
LVZ, Inc.
INCREASED
Shares43,832 from 41,666
Change+2,166 (+5%)
Value$4.1M (+$161.8K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED
Shares42,489 from 40,596
Change+1,893 (+5%)
Value$4.0M (+$137.3K)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares39,985 from 40,633
Change-648 (-2%)
Value$3.7M (-$107.6K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares33,636 from 31,494
Change+2,142 (+7%)
Value$3.2M (+$169.6K)
Filed 2026-10-15
Arwa LLC
NEW
Shares31,033
Change+31,033
Value$2.9M
Filed 2026-10-21
Towerpoint Wealth, LLC
DECREASED
Shares29,783 from 31,214
Change-1,431 (-5%)
Value$2.8M (-$164.8K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares27,870 from 31,898
Change-4,028 (-13%)
Value$2.6M (-$408.9K)
Filed 2026-10-16
Aurora Private Wealth, Inc.
INCREASED
Shares27,024 from 25,550
Change+1,474 (+6%)
Value$2.5M (+$113.0K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares26,954 from 7,102
Change+19,852 (+280%)
Value$2.5M (+$1.9M)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares26,247 from 28,812
Change-2,565 (-9%)
Value$2.5M (-$268.8K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares20,661 from 12,253
Change+8,408 (+69%)
Value$1.9M (+$775.7K)
Filed 2026-11-02
Balboa Wealth Partners
DECREASED
Shares18,524 from 21,107
Change-2,583 (-12%)
Value$1.7M (-$262.9K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares17,807 from 13,232
Change+4,575 (+35%)
Value$1.7M (+$415.6K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares17,389 from 17,476
Change-87 (0%)
Value$1.6M (-$26.0K)
Filed 2026-10-26
Centennial Wealth Advisory LLC
INCREASED
Shares16,554 from 15,300
Change+1,254 (+8%)
Value$1.6M (+$104.1K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares13,487 from 13,413
Change+74 (+1%)
Value$1.3M (-$6.4K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW
Shares13,227
Change+13,227
Value$1.2M
Filed 2026-10-27
SFI Advisors, LLC
UNCHANGED
Shares11,997 from 11,997
Change0 (0%)
Value$1.1M (-$11.8K)
Filed 2026-10-30
Flagstar Securities, Inc
INCREASED
Shares11,750 from 11,583
Change+167 (+1%)
Value$1.1M (+$4.1K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares11,447 from 8,597
Change+2,850 (+33%)
Value$1.1M (+$275.5K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares10,854 from 13,278
Change-2,424 (-18%)
Value$1.0M (-$240.2K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares10,789 from 10,153
Change+636 (+6%)
Value$1.0M (+$49.6K)
Filed 2026-10-16
Waterfront Wealth Inc.
UNCHANGED
Shares10,640 from 10,640
Change0 (0%)
Value$961.8K (-$22.7K)
Filed 2026-11-03
RiverTree Advisors, LLC
DECREASED
Shares9,900 from 10,244
Change-344 (-3%)
Value$927.5K (-$42.3K)
Filed 2026-10-13
Iams Wealth Management, LLC
DECREASED
Shares9,344 from 10,975
Change-1,631 (-15%)
Value$875.5K (-$163.7K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares9,161 from 7,951
Change+1,210 (+15%)
Value$858.3K (+$105.5K)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares8,950 from 3,441
Change+5,509 (+160%)
Value$838.5K (+$512.7K)
Filed 2026-10-29
Wedbush Securities Inc
NEW
Shares7,744
Change+7,744
Value$726.0K
Filed 2026-10-22
Midwest Financial Network, LLC
DECREASED
Shares7,555 from 16,760
Change-9,205 (-55%)
Value$707.8K (-$879.0K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares7,063 from 6,831
Change+232 (+3%)
Value$661.7K (+$15.0K)
Filed 2026-10-13
Family Legacy, Inc.
DECREASED
Shares6,746 from 6,907
Change-161 (-2%)
Value$632.0K (-$21.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares6,223 from 2,216
Change+4,007 (+181%)
Value$583.0K (+$373.5K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
NEW
Shares5,782
Change+5,782
Value$541.7K
Filed 2026-10-16
Able Financial Group, LLC
DECREASED
Shares5,682 from 5,687
Change-5 (0%)
Value$532.3K (-$6.1K)
Filed 2026-10-14
BlueChip Wealth Advisors LLC
DECREASED
Shares5,529 from 6,014
Change-485 (-8%)
Value$518.0K (-$51.4K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares5,486 from 279
Change+5,207 (+1866%)
Value$514.0K (+$487.6K)
Filed 2026-10-29
Novem Group
INCREASED
Shares5,463 from 5,265
Change+198 (+4%)
Value$511.8K (+$13.4K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares5,423 from 5,102
Change+321 (+6%)
Value$508.1K (+$25.1K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares4,394 from 2,597
Change+1,797 (+69%)
Value$411.6K (+$165.8K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares4,306 from 4,061
Change+245 (+6%)
Value$403.4K (+$19.0K)
Filed 2026-10-23
Asset Allocation Strategies LLC
INCREASED
Shares4,023 from 3,496
Change+527 (+15%)
Value$376.9K (+$45.9K)
Filed 2026-10-20
Formidable Asset Management, LLC
UNCHANGED
Shares3,945 from 3,945
Change0 (0%)
Value$373.5K (+$30.6K)
Filed 2026-11-03
SeaBridge Investment Advisors LLC
NEW
Shares3,802
Change+3,802
Value$356.2K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares3,720
Change+3,720
Value$342.6K
Filed 2026-10-13
Keystone Wealth Services, LLC
DECREASED
Shares3,690 from 3,708
Change-18 (0%)
Value$346.1K (-$5.0K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares3,626 from 3,563
Change+63 (+2%)
Value$321.0K (-$3.9K)
Filed 2026-10-27
J. Derek Lewis & Associates Inc.
DECREASED
Shares3,534 from 12,044
Change-8,510 (-71%)
Value$331.1K (-$809.2K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares3,084 from 2,878
Change+206 (+7%)
Value$289.0K (+$16.5K)
Filed 2026-11-02
Tucker Asset Management LLC
INCREASED
Shares3,061 from 2,812
Change+249 (+9%)
Value$286.8K (+$20.6K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares2,718 from 2,709
Change+9 (+0%)
Value$254.6K (-$1.8K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares2,713 from 2,857
Change-144 (-5%)
Value$254.2K (-$4.7K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,595 from 2,537
Change+58 (+2%)
Value$243.2K (+$2.9K)
Filed 2026-11-03
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares2,580 from 2,403
Change+177 (+7%)
Value$241.7K (+$14.2K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares2,547 from 2,572
Change-25 (-1%)
Value$238.6K (-$4.9K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares2,471 from 2,318
Change+153 (+7%)
Value$231.5K (+$12.0K)
Filed 2026-10-26
Worth Asset Management, LLC
DECREASED
Shares2,440 from 2,519
Change-79 (-3%)
Value$228.6K (-$9.9K)
Filed 2026-10-07
HBW Advisory Services LLC
DECREASED
Shares2,391 from 17,321
Change-14,930 (-86%)
Value$224.0K (-$1.4M)
Filed 2026-10-15
Maia Wealth LLC
DECREASED
Shares2,260 from 2,261
Change-1 (0%)
Value$211.7K (-$2.3K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares2,226 from 2,241
Change-15 (-1%)
Value$208.6K (-$3.6K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares2,120 from 2,336
Change-216 (-9%)
Value$198.6K (-$22.5K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares2,088 from 1,184
Change+904 (+76%)
Value$195.6K (+$83.5K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares1,770 from 2,170
Change-400 (-18%)
Value$165.8K (-$39.6K)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$162.2K (-$1.7K)
Filed 2026-10-08
Hilltop National Bank
DECREASED
Shares1,122 from 1,450
Change-328 (-23%)
Value$105.1K (-$32.2K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$88.4K (-$933)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$75.0K (-$790)
Filed 2026-10-01
Larson Financial Group LLC
INCREASED
Shares717 from 716
Change+1 (+0%)
Value$67.2K (-$605)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares696 from 692
Change+4 (+1%)
Value$65.2K (-$315)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares505 from 544
Change-39 (-7%)
Value$47.3K (-$4.2K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
DECREASED
Shares502 from 683
Change-181 (-26%)
Value$47.0K (-$17.7K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares446
Change+446
Value$41.8K
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.5K (-$395)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.5K (-$395)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares371 from 338
Change+33 (+10%)
Value$34.8K (+$2.8K)
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
INCREASED
Shares297 from 275
Change+22 (+8%)
Value$27.8K (+$1.8K)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$25.8K (-$271)
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$19.7K (-$207)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares175 from 709
Change-534 (-75%)
Value$16.4K (-$50.7K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares133 from 104
Change+29 (+28%)
Value$12.5K (+$2.6K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$11.3K (-$120)
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares104 from 146
Change-42 (-29%)
Value$9.7K (-$4.1K)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$9.4K
Filed 2026-10-09
Davis Capital Management
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$8.7K (-$92)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$8.5K (-$43)
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$7.3K (-$77)
Filed 2026-10-07
Abound Wealth Management
NEW
Shares50
Change+50
Value$4.7K
Filed 2026-10-26
CX Institutional
NEW
Shares46
Change+46
Value$4
Filed 2026-10-02
Compass Financial Management LLC
NEW
Shares45
Change+45
Value$4.2K
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.5K (-$36)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.3K (-$35)
Filed 2026-10-08
Simplex Trading, LLC
DECREASED
Shares33 from 39
Change-6 (-15%)
Value$3.1K (-$601)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares31 from 30
Change+1 (+3%)
Value$2.9K (-$14)
Filed 2026-10-23
SMI Advisory Services, LLC
CLOSED
Shares0 from 208,908
Change-208,908 (-100%)
Value$0 (-$19.7M)
Filed 2026-10-13
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 46,754
Change-46,754 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-28
Synergy Asset Management, LLC
CLOSED
Shares0 from 4,395
Change-4,395 (-100%)
Value$0 (-$416.1K)
Filed 2026-11-05
Davenport & Co LLC
CLOSED
Shares0 from 4,259
Change-4,259 (-100%)
Value$0 (-$403.2K)
Filed 2026-10-14
Private Client Services, LLC
CLOSED
Shares0 from 3,623
Change-3,623 (-100%)
Value$0 (-$343.0K)
Filed 2026-10-02
Thrivent Financial for Lutherans
CLOSED
Shares0 from 2,269
Change-2,269 (-100%)
Value$0 (-$215.0K)
Filed 2026-11-05
Equita Financial Network, Inc.
CLOSED
Shares0 from 2,163
Change-2,163 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-19
Citigroup Inc
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 1,883,655
Change-1,883,655 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 989,346
Change-989,346 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 703,298
Change-703,298 (-100%)
Value—
UBS Group AG
N/A
Shares— from 487,833
Change-487,833 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 393,613
Change-393,613 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 358,256
Change-358,256 (-100%)
Value—
&partners
N/A
Shares— from 290,817
Change-290,817 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 269,443
Change-269,443 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 241,768
Change-241,768 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 235,545
Change-235,545 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 229,938
Change-229,938 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 170,519
Change-170,519 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 147,520
Change-147,520 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 105,456
Change-105,456 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 105,338
Change-105,338 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 100,556
Change-100,556 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 75,893
Change-75,893 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 66,388
Change-66,388 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 51,043
Change-51,043 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 45,130
Change-45,130 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,963
Change-44,963 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 41,866
Change-41,866 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 39,233
Change-39,233 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 37,139
Change-37,139 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 34,171
Change-34,171 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 32,052
Change-32,052 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 26,653
Change-26,653 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 26,178
Change-26,178 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,606
Change-25,606 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 22,114
Change-22,114 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,641
Change-21,641 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 20,430
Change-20,430 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,133
Change-20,133 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 18,226
Change-18,226 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,122
Change-17,122 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,575
Change-15,575 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,744
Change-14,744 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,301
Change-14,301 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,419
Change-9,419 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 9,203
Change-9,203 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,836
Change-8,836 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 739
Change-739 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 634
Change-634 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 303
Change-303 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 266
Change-266 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 170
Change-170 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 128
Change-128 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED380,614174,011+206,603+119%$16.5M$35.7M+$19.2M2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED364,36315,575+348,788+2239%$1.5M$34.1M+$32.7M2026-11-05
Sage Private Wealth Group, LLC
INCREASED246,056239,001+7,055+3%$22.6M$23.1M+$425.1K2026-10-21
Independent Financial Group, LLC
INCREASED170,465150,233+20,232+13%$14.2M$16.0M+$1.7M2026-10-13
Truist Financial Corp
INCREASED152,312126,821+25,491+20%$12.0M$14.3M+$2.3M2026-10-30
Assetmark, Inc
INCREASED132,435125,816+6,619+5%$11.9M$12.4M+$495.9K2026-10-21
Commonwealth Equity Services, LLC
INCREASED103,60869,767+33,841+49%$6.6M$9.7M+$3.1M2026-11-02
Mainsail Financial Group, LLC
INCREASED96,04494,010+2,034+2%$8.9M$9.0M+$97.7K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED68,24960,145+8,104+13%$5.7M$6.4M+$699.8K2026-10-30
Crusonia Wealth Advisors LLC
INCREASED61,52860,183+1,345+2%$5.7M$5.8M+$66.6K2026-10-26
Koshinski Asset Management, Inc.
INCREASED55,59249,961+5,631+11%$4.7M$5.2M+$478.3K2026-10-29
Prospera Financial Services Inc
INCREASED55,47434,358+21,116+61%$3.3M$4.9M+$1.7M2026-11-04
VestGen Advisors, LLC
NEW47,371—+47,371——$4.4M—2026-10-27
D.A. Davidson & Co.
INCREASED43,91439,702+4,212+11%$3.8M$4.1M+$355.4K2026-10-28
LVZ, Inc.
INCREASED43,83241,666+2,166+5%$3.9M$4.1M+$161.8K2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED42,48940,596+1,893+5%$3.8M$4.0M+$137.3K2026-10-14
StoneX Group Inc.
DECREASED39,98540,633-648-2%$3.9M$3.7M-$107.6K2026-11-03
Atria Investments, Inc
INCREASED33,63631,494+2,142+7%$3.0M$3.2M+$169.6K2026-10-15
Arwa LLC
NEW31,033—+31,033——$2.9M—2026-10-21
Towerpoint Wealth, LLC
DECREASED29,78331,214-1,431-5%$3.0M$2.8M-$164.8K2026-10-13
IFP Advisors, Inc
DECREASED27,87031,898-4,028-13%$3.0M$2.6M-$408.9K2026-10-16
Aurora Private Wealth, Inc.
INCREASED27,02425,550+1,474+6%$2.4M$2.5M+$113.0K2026-10-20
MGO One Seven LLC
INCREASED26,9547,102+19,852+280%$672.4K$2.5M+$1.9M2026-10-28
Bank of New York Mellon Corp
DECREASED26,24728,812-2,565-9%$2.7M$2.5M-$268.8K2026-11-05
Kestra Advisory Services, LLC
INCREASED20,66112,253+8,408+69%$1.2M$1.9M+$775.7K2026-11-02
Balboa Wealth Partners
DECREASED18,52421,107-2,583-12%$2.0M$1.7M-$262.9K2026-10-20
Fifth Third Bancorp
INCREASED17,80713,232+4,575+35%$1.3M$1.7M+$415.6K2026-11-05
Park Avenue Securities LLC
DECREASED17,38917,476-870%$1.7M$1.6M-$26.0K2026-10-26
Centennial Wealth Advisory LLC
INCREASED16,55415,300+1,254+8%$1.4M$1.6M+$104.1K2026-10-16
Nations Financial Group Inc,
INCREASED13,48713,413+74+1%$1.3M$1.3M-$6.4K2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW13,227—+13,227——$1.2M—2026-10-27
SFI Advisors, LLC
UNCHANGED11,99711,99700%$1.1M$1.1M-$11.8K2026-10-30
Flagstar Securities, Inc
INCREASED11,75011,583+167+1%$1.1M$1.1M+$4.1K2026-10-15
Ignite Planners, LLC
INCREASED11,4478,597+2,850+33%$813.9K$1.1M+$275.5K2026-10-14
RFG Advisory, LLC
DECREASED10,85413,278-2,424-18%$1.3M$1.0M-$240.2K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED10,78910,153+636+6%$961.3K$1.0M+$49.6K2026-10-16
Waterfront Wealth Inc.
UNCHANGED10,64010,64000%$984.4K$961.8K-$22.7K2026-11-03
RiverTree Advisors, LLC
DECREASED9,90010,244-344-3%$969.9K$927.5K-$42.3K2026-10-13
Iams Wealth Management, LLC
DECREASED9,34410,975-1,631-15%$1.0M$875.5K-$163.7K2026-10-15
Oppenheimer & Co Inc
INCREASED9,1617,951+1,210+15%$752.8K$858.3K+$105.5K2026-10-26
XML Financial, LLC
INCREASED8,9503,441+5,509+160%$325.8K$838.5K+$512.7K2026-10-29
Wedbush Securities Inc
NEW7,744—+7,744——$726.0K—2026-10-22
Midwest Financial Network, LLC
DECREASED7,55516,760-9,205-55%$1.6M$707.8K-$879.0K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED7,0636,831+232+3%$646.7K$661.7K+$15.0K2026-10-13
Family Legacy, Inc.
DECREASED6,7466,907-161-2%$653.9K$632.0K-$21.9K2026-10-13
Farther Finance Advisors, LLC
INCREASED6,2232,216+4,007+181%$209.5K$583.0K+$373.5K2026-10-08
Concurrent Investment Advisors, LLC
NEW5,782—+5,782——$541.7K—2026-10-16
Able Financial Group, LLC
DECREASED5,6825,687-50%$538.4K$532.3K-$6.1K2026-10-14
BlueChip Wealth Advisors LLC
DECREASED5,5296,014-485-8%$569.4K$518.0K-$51.4K2026-11-03
Signature Equity Partners, LLC
INCREASED5,486279+5,207+1866%$26.4K$514.0K+$487.6K2026-10-29
Novem Group
INCREASED5,4635,265+198+4%$498.4K$511.8K+$13.4K2026-10-19
PFG Advisors
INCREASED5,4235,102+321+6%$483.0K$508.1K+$25.1K2026-10-16
Daymark Wealth Partners, LLC
INCREASED4,3942,597+1,797+69%$245.9K$411.6K+$165.8K2026-11-04
Sigma Planning Corp
INCREASED4,3064,061+245+6%$384.4K$403.4K+$19.0K2026-10-23
Asset Allocation Strategies LLC
INCREASED4,0233,496+527+15%$331.0K$376.9K+$45.9K2026-10-20
Formidable Asset Management, LLC
UNCHANGED3,9453,94500%$342.9K$373.5K+$30.6K2026-11-03
SeaBridge Investment Advisors LLC
NEW3,802—+3,802——$356.2K—2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW3,720—+3,720——$342.6K—2026-10-13
Keystone Wealth Services, LLC
DECREASED3,6903,708-180%$351.1K$346.1K-$5.0K2026-11-03
Chicago Partners Investment Group LLC
INCREASED3,6263,563+63+2%$324.9K$321.0K-$3.9K2026-10-27
J. Derek Lewis & Associates Inc.
DECREASED3,53412,044-8,510-71%$1.1M$331.1K-$809.2K2026-11-03
Creative Planning
INCREASED3,0842,878+206+7%$272.5K$289.0K+$16.5K2026-11-02
Tucker Asset Management LLC
INCREASED3,0612,812+249+9%$266.2K$286.8K+$20.6K2026-10-29
Rossby Financial, LCC
INCREASED2,7182,709+9+0%$256.5K$254.6K-$1.8K2026-11-05
Triad Wealth Partners, LLC
DECREASED2,7132,857-144-5%$258.9K$254.2K-$4.7K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED2,5952,537+58+2%$240.2K$243.2K+$2.9K2026-11-03
Spectrum Wealth Advisory Group, LLC
INCREASED2,5802,403+177+7%$227.5K$241.7K+$14.2K2026-10-29
Apollon Wealth Management, LLC
DECREASED2,5472,572-25-1%$243.5K$238.6K-$4.9K2026-10-23
Lanark Financial, Inc.
INCREASED2,4712,318+153+7%$219.5K$231.5K+$12.0K2026-10-26
Worth Asset Management, LLC
DECREASED2,4402,519-79-3%$238.5K$228.6K-$9.9K2026-10-07
HBW Advisory Services LLC
DECREASED2,39117,321-14,930-86%$1.6M$224.0K-$1.4M2026-10-15
Maia Wealth LLC
DECREASED2,2602,261-10%$214.1K$211.7K-$2.3K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED2,2262,241-15-1%$212.1K$208.6K-$3.6K2026-10-14
Parallel Advisors, LLC
DECREASED2,1202,336-216-9%$221.2K$198.6K-$22.5K2026-11-03
Cullen T Bankers, Inc.
INCREASED2,0881,184+904+76%$112.1K$195.6K+$83.5K2026-10-28
Golden State Wealth Management, LLC
DECREASED1,7702,170-400-18%$205.5K$165.8K-$39.6K2026-11-02
Gamma Investing LLC
UNCHANGED1,7311,73100%$163.9K$162.2K-$1.7K2026-10-08
Hilltop National Bank
DECREASED1,1221,450-328-23%$137.3K$105.1K-$32.2K2026-10-14
Plante Moran Financial Advisors, LLC
UNCHANGED94494400%$89.4K$88.4K-$9332026-11-04
Noble Wealth Management PBC
UNCHANGED80080000%$75.7K$75.0K-$7902026-10-01
Larson Financial Group LLC
INCREASED717716+1+0%$67.8K$67.2K-$6052026-11-05
Reap Financial Group, LLC
INCREASED696692+4+1%$65.5K$65.2K-$3152026-11-02
Blue Trust, Inc.
DECREASED505544-39-7%$51.5K$47.3K-$4.2K2026-10-15
Tounjian Advisory Partners, LLC
DECREASED502683-181-26%$64.7K$47.0K-$17.7K2026-11-04
UMB Private Wealth Management, LLC
NEW446—+446——$41.8K—2026-10-19
First Horizon Corp
UNCHANGED40040000%$37.9K$37.5K-$3952026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED40040000%$37.9K$37.5K-$3952026-10-21
Spire Wealth Management
INCREASED371338+33+10%$32.0K$34.8K+$2.8K2026-10-30
Quest 10 Wealth Builders, Inc.
INCREASED297275+22+8%$26.0K$27.8K+$1.8K2026-11-02
Nfsg Corp
UNCHANGED27527500%$26.0K$25.8K-$2712026-10-15
Trust Co of Toledo NA
UNCHANGED21021000%$19.9K$19.7K-$2072026-10-16
Creative Financial Designs Inc
DECREASED175709-534-75%$67.1K$16.4K-$50.7K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED133104+29+28%$9.8K$12.5K+$2.6K2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED12112100%$11.5K$11.3K-$1202026-10-28
Private Trust Co NA
DECREASED104146-42-29%$13.8K$9.7K-$4.1K2026-10-20
GK Wealth Management LLC
NEW100—+100——$9.4K—2026-10-09
Davis Capital Management
UNCHANGED939300%$8.8K$8.7K-$922026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED919100%$8.6K$8.5K-$432026-11-02
American National Bank & Trust
UNCHANGED787800%$7.4K$7.3K-$772026-10-07
Abound Wealth Management
NEW50—+50——$4.7K—2026-10-26
CX Institutional
NEW46—+46——$4—2026-10-02
Compass Financial Management LLC
NEW45—+45——$4.2K—2026-10-30
Key Capital Management, Inc
UNCHANGED373700%$3.5K$3.5K-$362026-11-03
CoreCap Advisors, LLC
UNCHANGED353500%$3.3K$3.3K-$352026-10-08
Simplex Trading, LLC
DECREASED3339-6-15%$3.7K$3.1K-$6012026-11-04
Signaturefd, LLC
INCREASED3130+1+3%$2.9K$2.9K-$142026-10-23
SMI Advisory Services, LLC
CLOSED0208,908-208,908-100%$19.7M$0-$19.7M2026-10-13
Greenup Street Wealth Management LLC
CLOSED046,754-46,754-100%$4.4M$0-$4.4M2026-10-28
Synergy Asset Management, LLC
CLOSED04,395-4,395-100%$416.1K$0-$416.1K2026-11-05
Davenport & Co LLC
CLOSED04,259-4,259-100%$403.2K$0-$403.2K2026-10-14
Private Client Services, LLC
CLOSED03,623-3,623-100%$343.0K$0-$343.0K2026-10-02
Thrivent Financial for Lutherans
CLOSED02,269-2,269-100%$215.0K$0-$215.0K2026-11-05
Equita Financial Network, Inc.
CLOSED02,163-2,163-100%$204.8K$0-$204.8K2026-10-19
Citigroup Inc
CLOSED0135-135-100%$12.8K$0-$12.8K2026-11-04
Morgan Stanley
N/A—1,883,655-1,883,655-100%$178.3M———
LPL Financial LLC
N/A—989,346-989,346-100%$93.7M———
Wells Fargo & Company
N/A—703,298-703,298-100%$66.6M———
UBS Group AG
N/A—487,833-487,833-100%$46.2M———
Envestnet Asset Management Inc
N/A—393,613-393,613-100%$37.3M———
Cetera Investment Advisers
N/A—358,256-358,256-100%$33.9M———
&partners
N/A—290,817-290,817-100%$26.7M———
Janney Montgomery Scott LLC
N/A—269,443-269,443-100%$25.5M———
Raymond James Financial Inc
N/A—241,768-241,768-100%$22.9M———
First Trust Advisors LP
N/A—235,545-235,545-100%$22.3M———
Royal Bank of Canada
N/A—229,938-229,938-100%$21.8M———
Osaic Holdings, Inc.
N/A—170,519-170,519-100%$16.1M———
Stifel Financial Corp
N/A—147,520-147,520-100%$14.0M———
Kingsview Wealth Management, LLC
N/A—105,456-105,456-100%$10.0M———
Susquehanna International Group, LLP
N/A—105,338-105,338-100%$10.0M———
Benjamin Edwards Inc
N/A—100,556-100,556-100%$9.5M———
MML Investors Services, LLC
N/A—75,893-75,893-100%$7.2M———
Jones Financial Companies Lllp
N/A—66,388-66,388-100%$6.3M———
Ameriprise Financial Inc
N/A—51,043-51,043-100%$4.8M———
Private Advisor Group, LLC
N/A—45,130-45,130-100%$4.3M———
NewEdge Advisors, LLC
N/A—44,963-44,963-100%$4.3M———
TPG Financial Advisors, LLC
N/A—41,866-41,866-100%$4.0M———
Harbour Investments, Inc.
N/A—39,233-39,233-100%$3.7M———
Equitable Holdings, Inc.
N/A—37,139-37,139-100%$3.5M———
L & S Advisors Inc
N/A—34,171-34,171-100%$3.2M———
Allie Family Office LLC
N/A—32,052-32,052-100%$3.0M———
Coppell Advisory Solutions LLC
N/A—26,653-26,653-100%$1.0K———
Gateway Wealth Partners, LLC
N/A—26,178-26,178-100%$2.5M———
AE Wealth Management LLC
N/A—25,606-25,606-100%$2.4M———
Coign Capital Advisors LLC
N/A—22,114-22,114-100%$2.1M———
Jane Street Group, LLC
N/A—21,641-21,641-100%$2.0M———
FSB Premier Wealth Management, Inc.
N/A—20,430-20,430-100%$1.9M———
Snowden Capital Advisors LLC
N/A—20,133-20,133-100%$1.9M———
Empirical Asset Management, LLC
N/A—18,226-18,226-100%$1.7M———
OneAscent Financial Services LLC
N/A—17,122-17,122-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—15,575-15,575-100%$1.5M———
Arkadios Wealth Advisors
N/A—14,744-14,744-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—14,301-14,301-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—13,562-13,562-100%$1.3M———
Pine Valley Investments Ltd Liability Co
N/A—13,151-13,151-100%$1.2M———
NewEdge Wealth, LLC
N/A—12,429-12,429-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—11,728-11,728-100%$1.1M———
Sanctuary Advisors, LLC
N/A—11,033-11,033-100%$1.0M———
LaSalle St. Investment Advisors, LLC
N/A—10,031-10,031-100%$949.7K———
Belpointe Asset Management LLC
N/A—9,419-9,419-100%$891.8K———
Private Advisory Group LLC
N/A—9,203-9,203-100%$871.3K———
OneDigital Investment Advisors LLC
N/A—8,836-8,836-100%$836.6K———
Steward Partners Investment Advisory, LLC
N/A—8,320-8,320-100%$787.7K———
Northwestern Mutual Wealth Management Co
N/A—7,623-7,623-100%$721.7K———
Captrust Financial Advisors
N/A—7,259-7,259-100%$687.3K———
Mpwm Advisory Solutions, LLC
N/A—7,235-7,235-100%$685.0K———
Ameritas Advisory Services, LLC
N/A—5,881-5,881-100%$556.8K———
Envestnet Portfolio Solutions, Inc.
N/A—5,753-5,753-100%$544.7K———
FMR LLC
N/A—5,445-5,445-100%$515.5K———
Arax Advisory Partners
N/A—5,418-5,418-100%$513.0K———
Mercer Global Advisors Inc
N/A—5,124-5,124-100%$485.1K———
IFG Advisory, LLC
N/A—4,605-4,605-100%$436.0K———
Pinnacle Family Advisors, LLC
N/A—4,581-4,581-100%$433.8K———
Traction Financial Partners, LLC
N/A—4,504-4,504-100%$426.4K———
Principal Securities, Inc.
N/A—4,331-4,331-100%$410.0K———
Element Wealth, LLC
N/A—4,067-4,067-100%$385.1K———
Sequent Planning LLC
N/A—3,839-3,839-100%$363.5K———
Petix & Botte Co
N/A—3,742-3,742-100%$354.3K———
Beacon Pointe Advisors, LLC
N/A—3,588-3,588-100%$339.7K———
Harvest Investment Services, LLC
N/A—3,540-3,540-100%$335.2K———
Brown Advisory Inc
N/A—3,516-3,516-100%$332.9K———
Rockefeller Capital Management L.P.
N/A—3,289-3,289-100%$311.4K———
UBS Asset Management Americas LLC
N/A—3,264-3,264-100%$309.0K———
Ameriflex Group, Inc.
N/A—3,184-3,184-100%$301.5K———
Calton & Associates, Inc.
N/A—3,065-3,065-100%$290.2K———
Mariner, LLC
N/A—2,796-2,796-100%$264.7K———
GeoWealth Management, LLC
N/A—2,789-2,789-100%$264.0K———
Global Retirement Partners, LLC
N/A—2,569-2,569-100%$243.2K———
HighTower Advisors, LLC
N/A—2,558-2,558-100%$242.2K———
Ausdal Financial Partners, Inc.
N/A—2,445-2,445-100%$231.5K———
ProVise Management Group, LLC
N/A—2,418-2,418-100%$228.9K———
Stratos Wealth Advisors, LLC
N/A—2,404-2,404-100%$227.7K———
Kovack Advisors, Inc.
N/A—2,403-2,403-100%$226.7K———
Cresset Asset Management, LLC
N/A—2,392-2,392-100%$226.4K———
World Investment Advisors
N/A—2,341-2,341-100%$218.1K———
Mutual Advisors, LLC
N/A—2,304-2,304-100%$218.1K———
Great Valley Advisor Group, Inc.
N/A—2,293-2,293-100%$217.3K———
1776 Wealth LLC
N/A—2,280-2,280-100%$215.9K———
IHT Wealth Management, LLC
N/A—2,241-2,241-100%$212.2K———
Bridges Investment Management Inc
N/A—2,191-2,191-100%$207.4K———
Stratos Wealth Partners, Ltd.
N/A—2,187-2,187-100%$207.1K———
Centaurus Financial, Inc.
N/A—1,962-1,962-100%$186.0K———
Topsail Wealth Management, LLC
N/A—1,117-1,117-100%$105.8K———
Synergy Investment Management, LLC
N/A—946-946-100%$89.5K———
JPMorgan Chase & Co
N/A—739-739-100%$69.7K———
Huntington National Bank
N/A—634-634-100%$60.0K———
Geneos Wealth Management Inc.
N/A—503-503-100%$47.6K———
Smartleaf Asset Management LLC
N/A—495-495-100%$46.6K———
Fiduciary Financial Advisors
N/A—303-303-100%$28.6K———
BFC Planning, Inc.
N/A—266-266-100%$25.2K———
Allworth Financial LP
N/A—170-170-100%$16.1K———
Medallion Wealth Advisors, LLC
N/A—142-142-100%$13.4K———
HM Payson & Co
N/A—128-128-100%$12.1K———
Caitlin John, LLC
N/A—60-60-100%$5.7K———
Strive Financial Group,LLC
N/A—17-17-100%$1.6K———
Mcguire Capital Advisors Inc
N/A—9-9-100%$852———
HHM Wealth Advisors, LLC
N/A—9-9-100%$853———
Showing 216 of 216 institutions