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First Trust Indxx Nextg ETF (NXTG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares64,142 from 63,778
Change+364 (+1%)
Value$9.9M (+$94.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares20,451 from 21,941
Change-1,490 (-7%)
Value$3.1M (-$216.1K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares20,147 from 20,968
Change-821 (-4%)
Value$3.1M (-$113.7K)
Filed 2026-10-23
Perigon Wealth Management, LLC
UNCHANGED
Shares19,503 from 19,503
Change0 (0%)
Value$3.0M (+$11.8K)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares18,451 from 18,614
Change-163 (-1%)
Value$2.8M (-$13.8K)
Filed 2026-10-13
First Premier Bank
DECREASED
Shares18,076 from 19,541
Change-1,465 (-7%)
Value$2.8M (+$2.8M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,148 from 17,758
Change-610 (-3%)
Value$2.6M (-$83.0K)
Filed 2026-11-02
WealthCare Investment Partners, LLC
INCREASED
Shares16,933 from 16,606
Change+327 (+2%)
Value$2.6M (+$60.5K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares9,400 from 9,650
Change-250 (-3%)
Value$1.4M (-$32.6K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares8,536 from 7,695
Change+841 (+11%)
Value$1.2M (+$59.0K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares7,734 from 7,801
Change-67 (-1%)
Value$1.2M (-$5.5K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED
Shares6,713 from 6,737
Change-24 (0%)
Value$1.0M (+$395)
Filed 2026-10-21
International Assets Investment Management, LLC
DECREASED
Shares6,517 from 6,832
Change-315 (-5%)
Value$1.0M (-$15.0K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED
Shares5,018 from 5,018
Change0 (0%)
Value$772.5K (+$3.0K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
DECREASED
Shares4,720 from 4,917
Change-197 (-4%)
Value$726.7K (-$27.2K)
Filed 2026-11-04
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares4,470 from 4,470
Change0 (0%)
Value$688.2K (+$2.7K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares4,179 from 4,226
Change-47 (-1%)
Value$643.3K (-$4.8K)
Filed 2026-10-26
Marks Group Wealth Management, Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$615.8K (+$2.4K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
UNCHANGED
Shares3,451 from 3,451
Change0 (0%)
Value$531.3K (+$2.1K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares3,240 from 3,359
Change-119 (-4%)
Value$498.9K (-$16.2K)
Filed 2026-10-30
Riverchase Wealth Management, LLC
UNCHANGED
Shares3,227 from 3,227
Change0 (0%)
Value$496.8K (+$2.0K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares2,880 from 3,207
Change-327 (-10%)
Value$443.3K (-$48.5K)
Filed 2026-10-15
Miramontes Capital, LLC
DECREASED
Shares2,551 from 2,651
Change-100 (-4%)
Value$392.7K (-$13.8K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares2,403 from 2,401
Change+2 (+0%)
Value$369.9K (+$1.6K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$357.5K (+$1.4K)
Filed 2026-11-03
Kraft, Davis & Associates, LLC
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$323.4K (+$823)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares2,145 from 2,180
Change-35 (-2%)
Value$330.2K (-$4.1K)
Filed 2026-10-08
Moneco Advisors, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$323.3K (+$1.3K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,878 from 1,873
Change+5 (+0%)
Value$289.1K (+$1.9K)
Filed 2026-11-05
Choreo, LLC
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$282.0K (+$1.1K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
UNCHANGED
Shares1,829 from 1,829
Change0 (0%)
Value$281.6K (+$1.1K)
Filed 2026-10-30
October Effect Ltd
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$277.1K (+$1.1K)
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares1,713
Change+1,713
Value$262.4K
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares1,559 from 1,554
Change+5 (+0%)
Value$240.0K (+$1.7K)
Filed 2026-11-06
Winebrenner Capital Management LLC
DECREASED
Shares1,467 from 1,477
Change-10 (-1%)
Value$225.9K (-$623)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares1,442 from 1,440
Change+2 (+0%)
Value$222.0K (+$1.2K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$204.6K (+$806)
Filed 2026-10-23
Advisortrust Partners, LLC
NEW
Shares1,316
Change+1,316
Value$202.6K
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
NEW
Shares1,300
Change+1,300
Value$200.1K
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$191.1K (+$753)
Filed 2026-10-23
Farther Finance Advisors, LLC
NEW
Shares1,099
Change+1,099
Value$169.2K
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$164.0K (+$646)
Filed 2026-10-30
Fifth Third Bancorp
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$146.7K (+$578)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares893 from 740
Change+153 (+21%)
Value$137.5K (+$24.0K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares533 from 610
Change-77 (-13%)
Value$82.1K (-$11.5K)
Filed 2026-11-03
Bfsg, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$70.4K (+$277)
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$63.1K (+$248)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$61.6K (+$242)
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$43.9K (+$173)
Filed 2026-10-08
US Bancorp \de\
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$41.6K (+$164)
Filed 2026-11-05
New England Capital Financial Advisors LLC
INCREASED
Shares265 from 264
Change+1 (+0%)
Value$40.8K (+$326)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares255 from 256
Change-1 (0%)
Value$39.2K (-$31)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$33.4K (+$132)
Filed 2026-10-21
Downshift Financial, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.8K (+$122)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares174 from 173
Change+1 (+1%)
Value$26.7K (+$214)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$11.7K (+$46)
Filed 2026-11-04
Bank & Trust Co
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.3K (+$41)
Filed 2026-10-07
Asset Dedication, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.2K (+$36)
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares56 from 1,894
Change-1,838 (-97%)
Value$8.6K (-$281.8K)
Filed 2026-11-04
First Command Advisory Services, Inc.
NEW
Shares47
Change+47
Value$7.2K
Filed 2026-11-05
United Financial Planning Group LLC
NEW
Shares46
Change+46
Value$7.1K
Filed 2026-11-04
Security National Bank
DECREASED
Shares46 from 65
Change-19 (-29%)
Value$7.1K (-$2.9K)
Filed 2026-10-26
Caldwell Trust Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.2K (+$24)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$616 (+$309)
Filed 2026-10-22
Financial & Tax Architects, LLC
CLOSED
Shares0 from 2,909
Change-2,909 (-100%)
Value$0 (-$446.1K)
Filed 2026-10-15
Golden State Wealth Management, LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$21.2K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$15.3K)
Filed 2026-11-06
LPL Financial LLC
N/A
Shares— from 222,381
Change-222,381 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 217,390
Change-217,390 (-100%)
Value—
UBS Group AG
N/A
Shares— from 132,516
Change-132,516 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 125,753
Change-125,753 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 77,652
Change-77,652 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 72,807
Change-72,807 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 68,305
Change-68,305 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,397
Change-62,397 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 56,631
Change-56,631 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,849
Change-31,849 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,736
Change-31,736 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 29,336
Change-29,336 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,175
Change-28,175 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,649
Change-22,649 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,731
Change-19,731 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 16,246
Change-16,246 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,535
Change-14,535 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,189
Change-14,189 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,304
Change-13,304 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 12,895
Change-12,895 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,745
Change-10,745 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,701
Change-9,701 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,553
Change-9,553 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 7,465
Change-7,465 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,234
Change-5,234 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,052
Change-5,052 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
&partners
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 651
Change-651 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 495
Change-495 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 236
Change-236 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 185
Change-185 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 98
Change-98 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 98
Change-98 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 77
Change-77 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 60
Change-60 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 58
Change-58 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED64,14263,778+364+1%$9.8M$9.9M+$94.8K2026-11-02
Commonwealth Equity Services, LLC
DECREASED20,45121,941-1,490-7%$3.4M$3.1M-$216.1K2026-11-02
Sigma Planning Corp
DECREASED20,14720,968-821-4%$3.2M$3.1M-$113.7K2026-10-23
Perigon Wealth Management, LLC
UNCHANGED19,50319,50300%$3.0M$3.0M+$11.8K2026-10-22
Independent Financial Group, LLC
DECREASED18,45118,614-163-1%$2.9M$2.8M-$13.8K2026-10-13
First Premier Bank
DECREASED18,07619,541-1,465-7%$3.0K$2.8M+$2.8M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED17,14817,758-610-3%$2.7M$2.6M-$83.0K2026-11-02
WealthCare Investment Partners, LLC
INCREASED16,93316,606+327+2%$2.5M$2.6M+$60.5K2026-11-05
D.A. Davidson & Co.
DECREASED9,4009,650-250-3%$1.5M$1.4M-$32.6K2026-10-28
Prospera Financial Services Inc
INCREASED8,5367,695+841+11%$1.2M$1.2M+$59.0K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED7,7347,801-67-1%$1.2M$1.2M-$5.5K2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED6,7136,737-240%$1.0M$1.0M+$3952026-10-21
International Assets Investment Management, LLC
DECREASED6,5176,832-315-5%$1.0M$1.0M-$15.0K2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED5,0185,01800%$769.5K$772.5K+$3.0K2026-10-30
Cornerstone Wealth Management, LLC
DECREASED4,7204,917-197-4%$753.9K$726.7K-$27.2K2026-11-04
Morey & Quinn Wealth Partners, LLC
UNCHANGED4,4704,47000%$685.5K$688.2K+$2.7K2026-10-28
Lanark Financial, Inc.
DECREASED4,1794,226-47-1%$648.1K$643.3K-$4.8K2026-10-26
Marks Group Wealth Management, Inc
UNCHANGED4,0004,00000%$613.4K$615.8K+$2.4K2026-11-05
Stirlingshire Investments, Inc.
UNCHANGED3,4513,45100%$529.2K$531.3K+$2.1K2026-11-05
Truist Financial Corp
DECREASED3,2403,359-119-4%$515.1K$498.9K-$16.2K2026-10-30
Riverchase Wealth Management, LLC
UNCHANGED3,2273,22700%$494.8K$496.8K+$2.0K2026-10-28
Atria Investments, Inc
DECREASED2,8803,207-327-10%$491.8K$443.3K-$48.5K2026-10-15
Miramontes Capital, LLC
DECREASED2,5512,651-100-4%$406.5K$392.7K-$13.8K2026-10-19
MGO One Seven LLC
INCREASED2,4032,401+2+0%$368.2K$369.9K+$1.6K2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED2,3222,32200%$356.1K$357.5K+$1.4K2026-11-03
Kraft, Davis & Associates, LLC
UNCHANGED2,1742,17400%$322.6K$323.4K+$8232026-10-21
CoreCap Advisors, LLC
DECREASED2,1452,180-35-2%$334.3K$330.2K-$4.1K2026-10-08
Moneco Advisors, LLC
UNCHANGED2,1002,10000%$322.0K$323.3K+$1.3K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED1,8781,873+5+0%$287.2K$289.1K+$1.9K2026-11-05
Choreo, LLC
UNCHANGED1,8321,83200%$280.9K$282.0K+$1.1K2026-10-28
Kestra Private Wealth Services, LLC
UNCHANGED1,8291,82900%$280.5K$281.6K+$1.1K2026-10-30
October Effect Ltd
UNCHANGED1,8001,80000%$276.0K$277.1K+$1.1K2026-10-20
StoneX Group Inc.
NEW1,713—+1,713——$262.4K—2026-11-03
Merit Financial Group, LLC
INCREASED1,5591,554+5+0%$238.3K$240.0K+$1.7K2026-11-06
Winebrenner Capital Management LLC
DECREASED1,4671,477-10-1%$226.5K$225.9K-$6232026-10-07
RFG Advisory, LLC
INCREASED1,4421,440+2+0%$220.8K$222.0K+$1.2K2026-11-03
Kingswood Wealth Advisors, LLC
UNCHANGED1,3291,32900%$203.8K$204.6K+$8062026-10-23
Advisortrust Partners, LLC
NEW1,316—+1,316——$202.6K—2026-11-02
Total Clarity Wealth Management, Inc.
NEW1,300—+1,300——$200.1K—2026-10-26
Signaturefd, LLC
UNCHANGED1,2411,24100%$190.3K$191.1K+$7532026-10-23
Farther Finance Advisors, LLC
NEW1,099—+1,099——$169.2K—2026-10-08
Spire Wealth Management
UNCHANGED1,0651,06500%$163.3K$164.0K+$6462026-10-30
Fifth Third Bancorp
UNCHANGED95395300%$146.1K$146.7K+$5782026-11-05
IFP Advisors, Inc
INCREASED893740+153+21%$113.5K$137.5K+$24.0K2026-10-16
Parallel Advisors, LLC
DECREASED533610-77-13%$93.5K$82.1K-$11.5K2026-11-03
Bfsg, LLC
UNCHANGED45745700%$70.1K$70.4K+$2772026-10-30
Central Trust Co
UNCHANGED41041000%$62.9K$63.1K+$2482026-11-05
Rossby Financial, LCC
UNCHANGED40040000%$61.3K$61.6K+$2422026-11-05
Gamma Investing LLC
UNCHANGED28528500%$43.7K$43.9K+$1732026-10-08
US Bancorp \de\
UNCHANGED27027000%$41.4K$41.6K+$1642026-11-05
New England Capital Financial Advisors LLC
INCREASED265264+1+0%$40.5K$40.8K+$3262026-11-03
Creative Financial Designs Inc
DECREASED255256-10%$39.3K$39.2K-$312026-11-04
Assetmark, Inc
UNCHANGED21721700%$33.3K$33.4K+$1322026-10-21
Downshift Financial, LLC
UNCHANGED20020000%$30.7K$30.8K+$1222026-10-13
Larson Financial Group LLC
INCREASED174173+1+1%$26.5K$26.7K+$2142026-11-05
Elevated Capital Advisors, LLC
UNCHANGED767600%$11.7K$11.7K+$462026-11-04
Bank & Trust Co
UNCHANGED676700%$10.3K$10.3K+$412026-10-07
Asset Dedication, LLC
UNCHANGED606000%$9.2K$9.2K+$362026-11-03
Simplex Trading, LLC
DECREASED561,894-1,838-97%$290.4K$8.6K-$281.8K2026-11-04
First Command Advisory Services, Inc.
NEW47—+47——$7.2K—2026-11-05
United Financial Planning Group LLC
NEW46—+46——$7.1K—2026-11-04
Security National Bank
DECREASED4665-19-29%$10.0K$7.1K-$2.9K2026-10-26
Caldwell Trust Co
UNCHANGED404000%$6.1K$6.2K+$242026-10-30
SBI Securities Co., Ltd.
INCREASED42+2+100%$307$616+$3092026-10-22
Financial & Tax Architects, LLC
CLOSED02,909-2,909-100%$446.1K$0-$446.1K2026-10-15
Golden State Wealth Management, LLC
CLOSED0138-138-100%$21.2K$0-$21.2K2026-11-02
PNC Financial Services Group, Inc.
CLOSED0100-100-100%$15.3K$0-$15.3K2026-11-06
LPL Financial LLC
N/A—222,381-222,381-100%$34.1M———
Morgan Stanley
N/A—217,390-217,390-100%$33.3M———
UBS Group AG
N/A—132,516-132,516-100%$20.3M———
Raymond James Financial Inc
N/A—125,753-125,753-100%$19.3M———
Cetera Investment Advisers
N/A—77,652-77,652-100%$11.9M———
Royal Bank of Canada
N/A—72,807-72,807-100%$11.2M———
Wells Fargo & Company
N/A—68,305-68,305-100%$10.5M———
Janney Montgomery Scott LLC
N/A—62,397-62,397-100%$9.6M———
Bank of America Corp
N/A—56,631-56,631-100%$8.7M———
Stifel Financial Corp
N/A—31,849-31,849-100%$4.9M———
Private Advisor Group, LLC
N/A—31,736-31,736-100%$4.9M———
Flow Traders U.S. LLC
N/A—29,336-29,336-100%$4.5M———
Susquehanna International Group, LLP
N/A—28,175-28,175-100%$4.3M———
Benjamin Edwards Inc
N/A—22,649-22,649-100%$3.5M———
Osaic Holdings, Inc.
N/A—22,506-22,506-100%$3.5M———
NewEdge Advisors, LLC
N/A—19,731-19,731-100%$3.0M———
Pacific SUN Financial Corp
N/A—16,246-16,246-100%$2.5M———
Cerity Partners LLC
N/A—14,535-14,535-100%$2.2M———
NewEdge Wealth, LLC
N/A—14,189-14,189-100%$2.2M———
Envestnet Asset Management Inc
N/A—13,304-13,304-100%$2.0M———
Proactive Wealth Strategies LLC
N/A—12,895-12,895-100%$2.0M———
Sanctuary Advisors, LLC
N/A—10,745-10,745-100%$1.6M———
HighPoint Advisor Group LLC
N/A—9,701-9,701-100%$1.5M———
Belpointe Asset Management LLC
N/A—9,553-9,553-100%$1.5M———
Modern Wealth Management, LLC
N/A—8,823-8,823-100%$1.4M———
First Trust Advisors LP
N/A—8,468-8,468-100%$1.3M———
Harbour Investments, Inc.
N/A—7,644-7,644-100%$1.2M———
Forefront Wealth Partners, LLC
N/A—7,465-7,465-100%$1.1M———
Stonebridge Financial Planning Group, LLC
N/A—7,275-7,275-100%$1.1M———
Private Advisory Group LLC
N/A—7,183-7,183-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—7,078-7,078-100%$1.1M———
Stephens Inc
N/A—6,732-6,732-100%$1.0M———
1776 Wealth LLC
N/A—6,514-6,514-100%$998.9K———
Stelac Advisory Services LLC
N/A—6,389-6,389-100%$979.7K———
Baird Financial Group, Inc.
N/A—5,953-5,953-100%$912.8K———
Warner Group LLC
N/A—5,430-5,430-100%$832.6K———
Ameritas Advisory Services, LLC
N/A—5,234-5,234-100%$802.6K———
Advyzon Investment Management, LLC
N/A—5,052-5,052-100%$774.7K———
Aptus Capital Advisors, LLC
N/A—4,761-4,761-100%$730.1K———
Steward Partners Investment Advisory, LLC
N/A—4,726-4,726-100%$724.7K———
Equitable Holdings, Inc.
N/A—4,720-4,720-100%$723.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—4,408-4,408-100%$675.9K———
Rockefeller Capital Management L.P.
N/A—4,347-4,347-100%$666.6K———
AE Wealth Management LLC
N/A—4,266-4,266-100%$654.1K———
Moors & Cabot, Inc.
N/A—4,234-4,234-100%$649.2K———
Guardian Wealth Advisors, LLC / NC
N/A—4,230-4,230-100%$648.6K———
Z3 Capital Partners, LLC
N/A—3,989-3,989-100%$611.7K———
Mercer Global Advisors Inc
N/A—3,408-3,408-100%$522.6K———
Mariner, LLC
N/A—3,401-3,401-100%$521.6K———
JPMorgan Chase & Co
N/A—2,640-2,640-100%$401.2K———
Banco Santander, S.A.
N/A—2,530-2,530-100%$388.0K———
Prasad Wealth Partners, LLC
N/A—2,016-2,016-100%$309.2K———
Northwestern Mutual Wealth Management Co
N/A—1,998-1,998-100%$306.4K———
&partners
N/A—1,911-1,911-100%$293.1K———
Vestmark Advisory Solutions, Inc.
N/A—1,873-1,873-100%$287.2K———
HRT Financial LP
N/A—1,847-1,847-100%$283.0K———
PCG Wealth Advisors, LLC
N/A—1,787-1,787-100%$274.0K———
Kovack Advisors, Inc.
N/A—1,764-1,764-100%$265.5K———
Prepared Retirement Institute LLC
N/A—1,756-1,756-100%$269.3K———
HBK Sorce Advisory LLC
N/A—1,737-1,737-100%$260.3K———
HighTower Advisors, LLC
N/A—1,707-1,707-100%$261.8K———
Insigneo Advisory Services, LLC
N/A—1,660-1,660-100%$254.5K———
Arkadios Wealth Advisors
N/A—1,605-1,605-100%$246.1K———
Gateway Wealth Partners, LLC
N/A—1,567-1,567-100%$240.2K———
Sequoia Financial Advisors, LLC
N/A—1,556-1,556-100%$238.6K———
Western Wealth Management, LLC
N/A—1,375-1,375-100%$210.9K———
IFG Advisory, LLC
N/A—1,363-1,363-100%$208.9K———
Snowden Capital Advisors LLC
N/A—1,355-1,355-100%$207.7K———
FMR LLC
N/A—1,300-1,300-100%$199.4K———
Highland Investment Advisors LLC
N/A—699-699-100%$107.2K———
Global Retirement Partners, LLC
N/A—652-652-100%$99.9K———
Geneos Wealth Management Inc.
N/A—651-651-100%$99.8K———
Arax Advisory Partners
N/A—495-495-100%$75.9K———
Russell Investments Group, Ltd.
N/A—236-236-100%$36.2K———
O'shaughnessy Asset Management, LLC
N/A—222-222-100%$34.0K———
Hollencrest Capital Management
N/A—185-185-100%$28.3K———
Ameritas Investment Partners, Inc.
N/A—125-125-100%$19.2K———
Toronto Dominion Bank
N/A—98-98-100%$15.0K———
Allworth Financial LP
N/A—98-98-100%$15.1K———
Capital Analysts, LLC
N/A—93-93-100%$14———
Qube Research & Technologies Ltd
N/A—77-77-100%$11.8K———
Nova Wealth Management, Inc.
N/A—77-77-100%$11.8K———
Bank of Montreal
N/A—60-60-100%$9.2K———
National Bank of Canada
N/A—58-58-100%$8.9K———
Darwin Wealth Management, LLC
N/A—33-33-100%$5.2K———
BFC Planning, Inc.
N/A—20-20-100%$3.1K———
Richard W. Paul & Associates, LLC
N/A—16-16-100%$2.5K———
Showing 154 of 154 institutions