First Trust Mid Cap Growth (FNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Kestra Advisory Services, LLC

INCREASED

Shares41,350 from 38,521

Change+2,829 (+7%)

Value$4.1M (-$183.3K)

Filed 2026-11-02

Wealth Management Partners, LLC

DECREASED

Shares35,643 from 36,714

Change-1,071 (-3%)

Value$3.5M (-$547.0K)

Filed 2026-10-21

KCM Investment Advisors LLC

DECREASED

Shares32,273 from 33,223

Change-950 (-3%)

Value$3.2M (-$493.1K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares26,649 from 34,267

Change-7,618 (-22%)

Value$2.6M (-$1.2M)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares18,432 from 18,469

Change-37 (0%)

Value$1.8M (-$126.2K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares18,366 from 20,313

Change-1,947 (-10%)

Value$1.8M (-$436.6K)

Filed 2026-11-02

Sylvest Advisors, LLC

DECREASED

Shares18,283 from 18,508

Change-225 (-1%)

Value$1.8M (-$244.6K)

Filed 2026-10-26

MTM Investment Management, LLC

DECREASED

Shares17,091 from 17,586

Change-495 (-3%)

Value$1.7M (-$260.2K)

Filed 2026-10-30

Worthington Financial Partners, LLC

DECREASED

Shares16,908 from 16,926

Change-18 (0%)

Value$1.7M (-$205.2K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares11,067 from 11,434

Change-367 (-3%)

Value$1.1M (-$173.7K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares9,195 from 9,164

Change+31 (+0%)

Value$908.8K (-$107.1K)

Filed 2026-10-16

Dominguez Wealth Management Solutions, Inc.

DECREASED

Shares7,466 from 7,529

Change-63 (-1%)

Value$737.9K (-$96.7K)

Filed 2026-10-07

Sigma Planning Corp

INCREASED

Shares7,222 from 7,052

Change+170 (+2%)

Value$713.8K (-$67.9K)

Filed 2026-10-23

ARS Wealth Advisors Group, LLC

UNCHANGED

Shares7,040 from 7,040

Change0 (0%)

Value$695.8K (-$84.6K)

Filed 2026-10-16

Founders Financial Securities LLC

DECREASED

Shares6,466 from 6,906

Change-440 (-6%)

Value$639.1K (-$126.5K)

Filed 2026-10-28

Purus Wealth Management, LLC

DECREASED

Shares5,720 from 6,327

Change-607 (-10%)

Value$565.3K (-$136.0K)

Filed 2026-10-15

Cornerstone Wealth Management, LLC

DECREASED

Shares5,115 from 5,394

Change-279 (-5%)

Value$505.5K (-$92.4K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares4,973 from 6,167

Change-1,194 (-19%)

Value$491.6K (-$192.1K)

Filed 2026-11-02

BostonPremier Wealth LLC

UNCHANGED

Shares4,589 from 4,589

Change0 (0%)

Value$453.6K (-$55.1K)

Filed 2026-10-16

Thrivent Financial for Lutherans

UNCHANGED

Shares4,561 from 4,561

Change0 (0%)

Value$451.0K (-$55.0K)

Filed 2026-11-05

Clear Point Advisors Inc.

INCREASED

Shares4,503 from 4,471

Change+32 (+1%)

Value$445.1K (-$50.6K)

Filed 2026-10-30

Keystone Wealth Services, LLC

UNCHANGED

Shares4,198 from 4,198

Change0 (0%)

Value$415.5K (-$49.8K)

Filed 2026-11-03

Shade Tree Advisors LLC

NEW

Shares4,000

Change+4,000

Value$395.3K

Filed 2026-10-22

Keybank National Association

UNCHANGED

Shares3,926 from 3,926

Change0 (0%)

Value$388.0K (-$47.2K)

Filed 2026-11-04

D.A. Davidson & Co.

DECREASED

Shares3,851 from 4,251

Change-400 (-9%)

Value$380.6K (-$90.6K)

Filed 2026-10-28

J.W. Cole Advisors, Inc.

INCREASED

Shares3,401 from 3,302

Change+99 (+3%)

Value$336.1K (-$29.9K)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares3,241 from 3,241

Change0 (0%)

Value$320.3K (-$38.9K)

Filed 2026-10-20

Carlson Financial, Inc.

INCREASED

Shares2,912 from 2,909

Change+3 (+0%)

Value$287.8K (-$35.0K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares2,880 from 2,836

Change+44 (+2%)

Value$284.7K (-$29.7K)

Filed 2026-10-30

Advisor OS, LLC

UNCHANGED

Shares2,650 from 2,650

Change0 (0%)

Value$261.9K (-$31.8K)

Filed 2026-11-03

Sound Income Strategies, LLC

DECREASED

Shares2,637 from 2,950

Change-313 (-11%)

Value$260.4K (-$66.7K)

Filed 2026-10-09

Oppenheimer & Co Inc

UNCHANGED

Shares2,602 from 2,602

Change0 (0%)

Value$257.2K (-$31.3K)

Filed 2026-10-26

Venture Visionary Partners LLC

UNCHANGED

Shares2,600 from 2,600

Change0 (0%)

Value$257.0K (-$31.2K)

Filed 2026-10-07

Koshinski Asset Management, Inc.

UNCHANGED

Shares2,210 from 2,210

Change0 (0%)

Value$218.4K (-$26.6K)

Filed 2026-10-29

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares1,973 from 1,973

Change0 (0%)

Value$195.0K (-$23.7K)

Filed 2026-11-03

CoreCap Advisors, LLC

DECREASED

Shares757 from 872

Change-115 (-13%)

Value$74.8K (-$21.8K)

Filed 2026-10-08

US Bancorp \de\

UNCHANGED

Shares689 from 689

Change0 (0%)

Value$68.1K (-$8.3K)

Filed 2026-11-05

Signature Equity Partners, LLC

UNCHANGED

Shares545 from 545

Change0 (0%)

Value$53.9K (-$6.5K)

Filed 2026-10-29

Gamma Investing LLC

UNCHANGED

Shares445 from 445

Change0 (0%)

Value$44.0K (-$5.3K)

Filed 2026-10-08

Central Pacific Bank - Trust Division

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$39.5K (-$4.8K)

Filed 2026-10-06

Assetmark, Inc

INCREASED

Shares316 from 159

Change+157 (+99%)

Value$31.2K (+$13.6K)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares310

Change+310

Value$30.6K

Filed 2026-11-03

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares214 from 214

Change0 (0%)

Value$21.2K (-$2.6K)

Filed 2026-11-04

Farmers & Merchants Investments Inc

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$13.5K (-$1.6K)

Filed 2026-10-22

Lanark Financial, Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$7.4K (-$900)

Filed 2026-10-26

Gables Capital Management Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$7.4K (-$901)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$2.2K (-$265)

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.7K (-$205)

Filed 2026-10-08

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 4,473

Change-4,473 (-100%)

Value$0 (-$495.8K)

Filed 2026-10-21

MCF Advisors LLC

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$17.2K)

Filed 2026-10-28

LPL Financial LLC

N/A

Shares— from 907,423

Change-907,423 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 485,370

Change-485,370 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 482,443

Change-482,443 (-100%)

Value—

&partners

N/A

Shares— from 197,544

Change-197,544 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 188,546

Change-188,546 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 182,925

Change-182,925 (-100%)

Value—

UBS Group AG

N/A

Shares— from 130,332

Change-130,332 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 113,923

Change-113,923 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 96,560

Change-96,560 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 74,422

Change-74,422 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 54,340

Change-54,340 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 47,486

Change-47,486 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 46,077

Change-46,077 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 43,805

Change-43,805 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 42,023

Change-42,023 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 41,242

Change-41,242 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 40,709

Change-40,709 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 40,029

Change-40,029 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 34,999

Change-34,999 (-100%)

Value—

Anderson Financial Strategies, LLC

N/A

Shares— from 30,550

Change-30,550 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 25,248

Change-25,248 (-100%)

Value—

WIN Advisors, Inc

N/A

Shares— from 22,440

Change-22,440 (-100%)

Value—

Barnes Pettey Financial Advisors, LLC

N/A

Shares— from 21,630

Change-21,630 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 21,399

Change-21,399 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 19,143

Change-19,143 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 18,745

Change-18,745 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 16,931

Change-16,931 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 12,049

Change-12,049 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 11,245

Change-11,245 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 10,477

Change-10,477 (-100%)

Value—

PCG Wealth Advisors, LLC

N/A

Shares— from 9,408

Change-9,408 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 8,957

Change-8,957 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 8,349

Change-8,349 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,206

Change-8,206 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 7,967

Change-7,967 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 7,830

Change-7,830 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 7,448

Change-7,448 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 7,252

Change-7,252 (-100%)

Value—

Stonebridge Financial Planning Group, LLC

N/A

Shares— from 7,166

Change-7,166 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 6,750

Change-6,750 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 6,532

Change-6,532 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,102

Change-6,102 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 6,002

Change-6,002 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,747

Change-5,747 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,670

Change-5,670 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 5,641

Change-5,641 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 5,562

Change-5,562 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,498

Change-5,498 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 5,462

Change-5,462 (-100%)

Value—

Element Wealth, LLC

N/A

Shares— from 4,836

Change-4,836 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 3,960

Change-3,960 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 3,565

Change-3,565 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 2,965

Change-2,965 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 2,642

Change-2,642 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 2,343

Change-2,343 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,138

Change-2,138 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 2,096

Change-2,096 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 1,943

Change-1,943 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 1,888

Change-1,888 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 1,872

Change-1,872 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 1,747

Change-1,747 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 560

Change-560 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 482

Change-482 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 445

Change-445 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 404

Change-404 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 394

Change-394 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 220

Change-220 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 220

Change-220 (-100%)

Value—

FMR LLC

N/A

Shares— from 174

Change-174 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 144

Change-144 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 122

Change-122 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 107

Change-107 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	INCREASED	41,350	38,521	+2,829	+7%	$4.3M	$4.1M	-$183.3K	2026-11-02
Wealth Management Partners, LLC	DECREASED	35,643	36,714	-1,071	-3%	$4.1M	$3.5M	-$547.0K	2026-10-21
KCM Investment Advisors LLC	DECREASED	32,273	33,223	-950	-3%	$3.7M	$3.2M	-$493.1K	2026-10-27
Cambridge Investment Research Advisors, Inc.	DECREASED	26,649	34,267	-7,618	-22%	$3.8M	$2.6M	-$1.2M	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	18,432	18,469	-37	0%	$1.9M	$1.8M	-$126.2K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	18,366	20,313	-1,947	-10%	$2.3M	$1.8M	-$436.6K	2026-11-02
Sylvest Advisors, LLC	DECREASED	18,283	18,508	-225	-1%	$2.1M	$1.8M	-$244.6K	2026-10-26
MTM Investment Management, LLC	DECREASED	17,091	17,586	-495	-3%	$1.9M	$1.7M	-$260.2K	2026-10-30
Worthington Financial Partners, LLC	DECREASED	16,908	16,926	-18	0%	$1.9M	$1.7M	-$205.2K	2026-10-13
Fifth Third Bancorp	DECREASED	11,067	11,434	-367	-3%	$1.3M	$1.1M	-$173.7K	2026-11-05
IFP Advisors, Inc	INCREASED	9,195	9,164	+31	+0%	$1.0M	$908.8K	-$107.1K	2026-10-16
Dominguez Wealth Management Solutions, Inc.	DECREASED	7,466	7,529	-63	-1%	$834.6K	$737.9K	-$96.7K	2026-10-07
Sigma Planning Corp	INCREASED	7,222	7,052	+170	+2%	$781.7K	$713.8K	-$67.9K	2026-10-23
ARS Wealth Advisors Group, LLC	UNCHANGED	7,040	7,040	0	0%	$780.4K	$695.8K	-$84.6K	2026-10-16
Founders Financial Securities LLC	DECREASED	6,466	6,906	-440	-6%	$765.6K	$639.1K	-$126.5K	2026-10-28
Purus Wealth Management, LLC	DECREASED	5,720	6,327	-607	-10%	$701.4K	$565.3K	-$136.0K	2026-10-15
Cornerstone Wealth Management, LLC	DECREASED	5,115	5,394	-279	-5%	$597.9K	$505.5K	-$92.4K	2026-11-04
Creative Planning	DECREASED	4,973	6,167	-1,194	-19%	$683.6K	$491.6K	-$192.1K	2026-11-02
BostonPremier Wealth LLC	UNCHANGED	4,589	4,589	0	0%	$508.7K	$453.6K	-$55.1K	2026-10-16
Thrivent Financial for Lutherans	UNCHANGED	4,561	4,561	0	0%	$506.0K	$451.0K	-$55.0K	2026-11-05
Clear Point Advisors Inc.	INCREASED	4,503	4,471	+32	+1%	$495.7K	$445.1K	-$50.6K	2026-10-30
Keystone Wealth Services, LLC	UNCHANGED	4,198	4,198	0	0%	$465.4K	$415.5K	-$49.8K	2026-11-03
Shade Tree Advisors LLC	NEW	4,000	—	+4,000	—	—	$395.3K	—	2026-10-22
Keybank National Association	UNCHANGED	3,926	3,926	0	0%	$435.2K	$388.0K	-$47.2K	2026-11-04
D.A. Davidson & Co.	DECREASED	3,851	4,251	-400	-9%	$471.2K	$380.6K	-$90.6K	2026-10-28
J.W. Cole Advisors, Inc.	INCREASED	3,401	3,302	+99	+3%	$366.0K	$336.1K	-$29.9K	2026-11-05
Private Trust Co NA	UNCHANGED	3,241	3,241	0	0%	$359.3K	$320.3K	-$38.9K	2026-10-20
Carlson Financial, Inc.	INCREASED	2,912	2,909	+3	+0%	$322.8K	$287.8K	-$35.0K	2026-11-05
Truist Financial Corp	INCREASED	2,880	2,836	+44	+2%	$314.4K	$284.7K	-$29.7K	2026-10-30
Advisor OS, LLC	UNCHANGED	2,650	2,650	0	0%	$293.8K	$261.9K	-$31.8K	2026-11-03
Sound Income Strategies, LLC	DECREASED	2,637	2,950	-313	-11%	$327.0K	$260.4K	-$66.7K	2026-10-09
Oppenheimer & Co Inc	UNCHANGED	2,602	2,602	0	0%	$288.4K	$257.2K	-$31.3K	2026-10-26
Venture Visionary Partners LLC	UNCHANGED	2,600	2,600	0	0%	$288.2K	$257.0K	-$31.2K	2026-10-07
Koshinski Asset Management, Inc.	UNCHANGED	2,210	2,210	0	0%	$245.0K	$218.4K	-$26.6K	2026-10-29
Ashton Thomas Private Wealth, LLC	UNCHANGED	1,973	1,973	0	0%	$218.7K	$195.0K	-$23.7K	2026-11-03
CoreCap Advisors, LLC	DECREASED	757	872	-115	-13%	$96.7K	$74.8K	-$21.8K	2026-10-08
US Bancorp \de\	UNCHANGED	689	689	0	0%	$76.4K	$68.1K	-$8.3K	2026-11-05
Signature Equity Partners, LLC	UNCHANGED	545	545	0	0%	$60.4K	$53.9K	-$6.5K	2026-10-29
Gamma Investing LLC	UNCHANGED	445	445	0	0%	$49.3K	$44.0K	-$5.3K	2026-10-08
Central Pacific Bank - Trust Division	UNCHANGED	400	400	0	0%	$44.3K	$39.5K	-$4.8K	2026-10-06
Assetmark, Inc	INCREASED	316	159	+157	+99%	$17.6K	$31.2K	+$13.6K	2026-10-21
Ascentis Independent Advisors	NEW	310	—	+310	—	—	$30.6K	—	2026-11-03
Plante Moran Financial Advisors, LLC	UNCHANGED	214	214	0	0%	$23.7K	$21.2K	-$2.6K	2026-11-04
Farmers & Merchants Investments Inc	UNCHANGED	137	137	0	0%	$15.2K	$13.5K	-$1.6K	2026-10-22
Lanark Financial, Inc.	UNCHANGED	75	75	0	0%	$8.3K	$7.4K	-$900	2026-10-26
Gables Capital Management Inc.	UNCHANGED	75	75	0	0%	$8.3K	$7.4K	-$901	2026-11-04
Parallel Advisors, LLC	UNCHANGED	22	22	0	0%	$2.4K	$2.2K	-$265	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	17	17	0	0%	$1.9K	$1.7K	-$205	2026-10-08
Wealthcare Advisory Partners LLC	CLOSED	0	4,473	-4,473	-100%	$495.8K	$0	-$495.8K	2026-10-21
MCF Advisors LLC	CLOSED	0	155	-155	-100%	$17.2K	$0	-$17.2K	2026-10-28
LPL Financial LLC	N/A	—	907,423	-907,423	-100%	$100.6M	—	—	—
Morgan Stanley	N/A	—	485,370	-485,370	-100%	$53.8M	—	—	—
Wells Fargo & Company	N/A	—	482,443	-482,443	-100%	$53.5M	—	—	—
&partners	N/A	—	197,544	-197,544	-100%	$22.6M	—	—	—
Cetera Investment Advisers	N/A	—	188,546	-188,546	-100%	$20.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	182,925	-182,925	-100%	$20.3M	—	—	—
UBS Group AG	N/A	—	130,332	-130,332	-100%	$14.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	113,923	-113,923	-100%	$12.6M	—	—	—
Raymond James Financial Inc	N/A	—	96,560	-96,560	-100%	$10.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	74,422	-74,422	-100%	$8.3M	—	—	—
Royal Bank of Canada	N/A	—	54,340	-54,340	-100%	$6.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	50,000	-50,000	-100%	$5.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	47,486	-47,486	-100%	$5.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	46,077	-46,077	-100%	$5.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	43,805	-43,805	-100%	$4.9M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	42,023	-42,023	-100%	$4.7M	—	—	—
Equitable Holdings, Inc.	N/A	—	41,242	-41,242	-100%	$4.6M	—	—	—
First Trust Advisors LP	N/A	—	40,709	-40,709	-100%	$4.5M	—	—	—
Private Advisor Group, LLC	N/A	—	40,029	-40,029	-100%	$4.4M	—	—	—
Citadel Advisors LLC	N/A	—	34,999	-34,999	-100%	$3.9M	—	—	—
Anderson Financial Strategies, LLC	N/A	—	30,550	-30,550	-100%	$3.2M	—	—	—
Jones Financial Companies Lllp	N/A	—	25,248	-25,248	-100%	$2.7M	—	—	—
WIN Advisors, Inc	N/A	—	22,440	-22,440	-100%	$2.5M	—	—	—
Barnes Pettey Financial Advisors, LLC	N/A	—	21,630	-21,630	-100%	$2.4M	—	—	—
Global Retirement Partners, LLC	N/A	—	21,399	-21,399	-100%	$2.4M	—	—	—
Crux Wealth Advisors	N/A	—	19,143	-19,143	-100%	$2.1M	—	—	—
Empirical Asset Management, LLC	N/A	—	18,745	-18,745	-100%	$2.1M	—	—	—
Cary Street Partners Financial LLC	N/A	—	16,931	-16,931	-100%	$1.9M	—	—	—
Harbour Investments, Inc.	N/A	—	12,049	-12,049	-100%	$1.3M	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	11,245	-11,245	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	10,477	-10,477	-100%	$1.2M	—	—	—
PCG Wealth Advisors, LLC	N/A	—	9,408	-9,408	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	8,957	-8,957	-100%	$993.0K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	8,349	-8,349	-100%	$925.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,206	-8,206	-100%	$909.7K	—	—	—
Baird Financial Group, Inc.	N/A	—	7,967	-7,967	-100%	$883.2K	—	—	—
World Investment Advisors	N/A	—	7,830	-7,830	-100%	$708.5K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	7,448	-7,448	-100%	$825.7K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	7,252	-7,252	-100%	$803.9K	—	—	—
Stonebridge Financial Planning Group, LLC	N/A	—	7,166	-7,166	-100%	$794.4K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	6,750	-6,750	-100%	$748.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	6,532	-6,532	-100%	$724.0K	—	—	—
MML Investors Services, LLC	N/A	—	6,102	-6,102	-100%	$676.5K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	6,002	-6,002	-100%	$665.4K	—	—	—
Stifel Financial Corp	N/A	—	5,747	-5,747	-100%	$637.1K	—	—	—
Mariner, LLC	N/A	—	5,670	-5,670	-100%	$628.5K	—	—	—
Benjamin Edwards Inc	N/A	—	5,641	-5,641	-100%	$628.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	5,562	-5,562	-100%	$616.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	5,500	-5,500	-100%	$609.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,498	-5,498	-100%	$609.5K	—	—	—
GTS Securities LLC	N/A	—	5,462	-5,462	-100%	$605.5K	—	—	—
Element Wealth, LLC	N/A	—	4,836	-4,836	-100%	$536.1K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	3,960	-3,960	-100%	$439.0K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	3,565	-3,565	-100%	$395.2K	—	—	—
PFG Investments, LLC	N/A	—	2,965	-2,965	-100%	$328.7K	—	—	—
1776 Wealth LLC	N/A	—	2,642	-2,642	-100%	$292.9K	—	—	—
Mutual Advisors, LLC	N/A	—	2,343	-2,343	-100%	$259.8K	—	—	—
JPMorgan Chase & Co	N/A	—	2,138	-2,138	-100%	$234.2K	—	—	—
Founders Financial Alliance, LLC	N/A	—	2,096	-2,096	-100%	$232.4K	—	—	—
Level Four Advisory Services, LLC	N/A	—	1,943	-1,943	-100%	$215.5K	—	—	—
Nicolet Bankshares Inc	N/A	—	1,925	-1,925	-100%	$207.3K	—	—	—
IHT Wealth Management, LLC	N/A	—	1,888	-1,888	-100%	$209.3K	—	—	—
Advisory Services Network, LLC	N/A	—	1,872	-1,872	-100%	$207.5K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	1,747	-1,747	-100%	$193.7K	—	—	—
BlackRock, Inc.	N/A	—	1,200	-1,200	-100%	$133.0K	—	—	—
Allworth Financial LP	N/A	—	560	-560	-100%	$62.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	482	-482	-100%	$53.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	445	-445	-100%	$49.3K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	404	-404	-100%	$44.8K	—	—	—
MidFirst Bank	N/A	—	394	-394	-100%	$43.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	220	-220	-100%	$24.4K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	220	-220	-100%	$24.4K	—	—	—
FMR LLC	N/A	—	174	-174	-100%	$19.3K	—	—	—
IFG Advisory, LLC	N/A	—	144	-144	-100%	$16.0K	—	—	—
BFC Planning, Inc.	N/A	—	122	-122	-100%	$13.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	107	-107	-100%	$11.9K	—	—	—
Caitlin John, LLC	N/A	—	71	-71	-100%	$7.9K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	50	-50	-100%	$5.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	39	-39	-100%	$4.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	27	-27	-100%	$3.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	10	-10	-100%	$1.1K	—	—	—

Showing 131 of 131 institutions