FT Tactical High Yield ETF (HYLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

KMG Fiduciary Partners, LLC

DECREASED

Shares403,334 from 413,795

Change-10,461 (-3%)

Value$15.8M (-$977.8K)

Filed 2026-10-14

Clear Creek Financial Management, LLC

DECREASED

Shares205,080 from 213,297

Change-8,217 (-4%)

Value$8.1M (-$615.0K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares171,756 from 111,630

Change+60,126 (+54%)

Value$6.7M (+$2.2M)

Filed 2026-11-02

Park National Corp

DECREASED

Shares169,754 from 242,086

Change-72,332 (-30%)

Value$6.7M (-$3.2M)

Filed 2026-10-05

Fearless Solutions, LLC dba Best Invest

DECREASED

Shares138,996 from 143,631

Change-4,635 (-3%)

Value$5.5M (-$378.8K)

Filed 2026-10-14

Lido Advisors, LLC

INCREASED

Shares136,165 from 81,261

Change+54,904 (+68%)

Value$5.3M (+$2.0M)

Filed 2026-11-04

Citigroup Inc

DECREASED

Shares119,968 from 125,268

Change-5,300 (-4%)

Value$4.7M (-$379.8K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares109,948 from 113,012

Change-3,064 (-3%)

Value$4.3M (-$275.2K)

Filed 2026-10-26

Legacy Financial Independent Advisors LLC

INCREASED

Shares103,224 from 101,027

Change+2,197 (+2%)

Value$4.1M (-$52.1K)

Filed 2026-11-02

Elevation Point Wealth Partners, LLC

DECREASED

Shares96,637 from 193,923

Change-97,286 (-50%)

Value$3.8M (-$4.1M)

Filed 2026-11-05

Quad-Cities Investment Group, LLC

INCREASED

Shares96,326 from 94,592

Change+1,734 (+2%)

Value$3.8M (-$61.5K)

Filed 2026-10-16

Assetmark, Inc

INCREASED

Shares86,764 from 83,764

Change+3,000 (+4%)

Value$3.4M (+$3.1K)

Filed 2026-10-21

D.A. Davidson & Co.

INCREASED

Shares85,350 from 44,341

Change+41,009 (+92%)

Value$3.4M (+$1.6M)

Filed 2026-10-28

Acorn Wealth Advisors, LLC

INCREASED

Shares83,038 from 73,793

Change+9,245 (+13%)

Value$3.3M (+$262.0K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares80,218 from 77,848

Change+2,370 (+3%)

Value$3.2M (-$13.6K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

DECREASED

Shares76,298 from 79,536

Change-3,238 (-4%)

Value$3.0M (-$236.2K)

Filed 2026-10-16

Hyposwiss Advisors SA

INCREASED

Shares74,030 from 67,275

Change+6,755 (+10%)

Value$2.9M (+$173.2K)

Filed 2026-10-26

Chicago Partners Investment Group LLC

INCREASED

Shares65,889 from 57,967

Change+7,922 (+14%)

Value$2.6M (+$253.9K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares60,838 from 55,940

Change+4,898 (+9%)

Value$2.4M (+$115.8K)

Filed 2026-11-02

True Blue Financial, LLC

DECREASED

Shares57,771 from 59,266

Change-1,495 (-3%)

Value$2.3M (-$139.9K)

Filed 2026-10-15

Vaquero Private Wealth, LTD

INCREASED

Shares56,344 from 34,819

Change+21,525 (+62%)

Value$2.2M (+$797.8K)

Filed 2026-10-27

MGO One Seven LLC

INCREASED

Shares53,142 from 45,518

Change+7,624 (+17%)

Value$2.1M (+$237.1K)

Filed 2026-10-28

Wedbush Securities Inc

DECREASED

Shares48,465 from 52,929

Change-4,464 (-8%)

Value$1.9M (-$248.0K)

Filed 2026-10-22

Prospera Financial Services Inc

DECREASED

Shares46,759 from 56,715

Change-9,956 (-18%)

Value$1.9M (-$447.6K)

Filed 2026-11-04

Randall & Associates Wealth Management

DECREASED

Shares46,719 from 63,860

Change-17,141 (-27%)

Value$1.8M (-$760.8K)

Filed 2026-10-20

Davenport & Co LLC

INCREASED

Shares45,139 from 44,704

Change+435 (+1%)

Value$1.8M (-$44.2K)

Filed 2026-10-14

Avior Wealth Management, LLC

DECREASED

Shares44,163 from 47,062

Change-2,899 (-6%)

Value$1.7M (-$178.4K)

Filed 2026-10-13

Spire Wealth Management

DECREASED

Shares43,277 from 43,676

Change-399 (-1%)

Value$1.7M (-$75.5K)

Filed 2026-10-30

Integrity Alliance, Llc.

NEW

Shares42,312

Change+42,312

Value$1.7M

Filed 2026-10-29

Park Avenue Securities LLC

INCREASED

Shares39,005 from 33,808

Change+5,197 (+15%)

Value$1.5M (+$158.0K)

Filed 2026-10-26

Kestra Private Wealth Services, LLC

INCREASED

Shares38,625 from 38,397

Change+228 (+1%)

Value$1.5M (-$43.6K)

Filed 2026-10-30

RFG Advisory, LLC

INCREASED

Shares37,607 from 35,998

Change+1,609 (+4%)

Value$1.5M (+$13.9K)

Filed 2026-11-03

Cottonwood Capital Advisors, LLC

INCREASED

Shares36,809 from 25,531

Change+11,278 (+44%)

Value$1.4M (+$408.0K)

Filed 2026-10-20

PFG Advisors

INCREASED

Shares35,645 from 6,288

Change+29,357 (+467%)

Value$1.4M (+$1.1M)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

DECREASED

Shares34,320 from 37,422

Change-3,102 (-8%)

Value$1.3M (-$173.1K)

Filed 2026-11-05

Legacy Capital Wealth Partners, LLC

DECREASED

Shares34,022 from 34,598

Change-576 (-2%)

Value$1.3M (-$70.1K)

Filed 2026-10-21

QP Wealth Management, LLC

INCREASED

Shares27,991 from 27,877

Change+114 (+0%)

Value$1.1M (-$33.7K)

Filed 2026-10-20

BAM Wealth Management, LLC

INCREASED

Shares27,709 from 22,529

Change+5,180 (+23%)

Value$1.1M (+$172.6K)

Filed 2026-10-15

Truist Financial Corp

INCREASED

Shares25,801 from 24,860

Change+941 (+4%)

Value$1.0M (+$2.9K)

Filed 2026-10-30

Winebrenner Capital Management LLC

DECREASED

Shares25,360 from 27,586

Change-2,226 (-8%)

Value$996.1K (-$125.2K)

Filed 2026-10-07

Holos Integrated Wealth LLC

DECREASED

Shares24,901 from 29,339

Change-4,438 (-15%)

Value$982.1K (-$213.8K)

Filed 2026-10-23

Rockport Wealth LLC

INCREASED

Shares23,116 from 22,952

Change+164 (+1%)

Value$908.0K (-$25.0K)

Filed 2026-11-03

Atria Investments, Inc

INCREASED

Shares20,009 from 17,795

Change+2,214 (+12%)

Value$786.0K (+$62.6K)

Filed 2026-10-15

BlueChip Wealth Advisors LLC

UNCHANGED

Shares19,529 from 19,529

Change0 (0%)

Value$767.1K (-$26.8K)

Filed 2026-11-03

Walker Asset Management, LLC

UNCHANGED

Shares18,947 from 18,947

Change0 (0%)

Value$744.2K (-$26.0K)

Filed 2026-10-13

Perigon Wealth Management, LLC

INCREASED

Shares18,108 from 13,601

Change+4,507 (+33%)

Value$711.3K (+$158.4K)

Filed 2026-10-22

Murphy, Middleton, Hinkle & Parker, Inc.

INCREASED

Shares17,406 from 14,743

Change+2,663 (+18%)

Value$683.7K (+$84.4K)

Filed 2026-10-15

Dynamic Advisor Solutions LLC

INCREASED

Shares16,593 from 15,404

Change+1,189 (+8%)

Value$651.8K (+$25.6K)

Filed 2026-10-13

APS Management Group, Inc.

INCREASED

Shares14,646 from 12,244

Change+2,402 (+20%)

Value$575.3K (+$77.6K)

Filed 2026-10-14

Ramiah Investment Group

DECREASED

Shares14,013 from 14,910

Change-897 (-6%)

Value$550.4K (-$55.7K)

Filed 2026-10-20

Accurate Wealth Management, LLC

INCREASED

Shares13,077 from 8,887

Change+4,190 (+47%)

Value$516.4K (+$154.3K)

Filed 2026-10-20

Aurora Private Wealth, Inc.

DECREASED

Shares12,103 from 13,571

Change-1,468 (-11%)

Value$475.0K (-$77.0K)

Filed 2026-10-20

Lighthouse Wealth Management Inc.

DECREASED

Shares11,877 from 14,272

Change-2,395 (-17%)

Value$466.5K (-$113.6K)

Filed 2026-10-13

Walkner Condon Financial Advisors LLC

INCREASED

Shares11,707 from 11,591

Change+116 (+1%)

Value$459.9K (-$11.3K)

Filed 2026-11-02

Realta Investment Advisors

NEW

Shares11,697

Change+11,697

Value$459.4K

Filed 2026-10-14

Private Trust Co NA

INCREASED

Shares11,536 from 8,972

Change+2,564 (+29%)

Value$453.1K (+$88.4K)

Filed 2026-10-20

Independent Financial Group, LLC

INCREASED

Shares11,502 from 6,653

Change+4,849 (+73%)

Value$451.8K (+$181.4K)

Filed 2026-10-13

IMG Wealth Management, Inc.

INCREASED

Shares11,179 from 11,067

Change+112 (+1%)

Value$439.1K (-$10.8K)

Filed 2026-10-27

Primoris Wealth Advisors, LLC

DECREASED

Shares10,000 from 15,000

Change-5,000 (-33%)

Value$392.8K (-$217.0K)

Filed 2026-10-28

Independent Wealth Network Inc.

DECREASED

Shares9,812 from 10,097

Change-285 (-3%)

Value$385.4K (-$25.0K)

Filed 2026-10-19

International Assets Investment Management, LLC

INCREASED

Shares9,543 from 9,073

Change+470 (+5%)

Value$375.7K (+$6.3K)

Filed 2026-11-02

Fairway Financial, LLC

DECREASED

Shares8,595 from 16,780

Change-8,185 (-49%)

Value$337.6K (-$344.5K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

DECREASED

Shares8,422 from 9,769

Change-1,347 (-14%)

Value$331.2K (-$66.0K)

Filed 2026-10-30

US Bancorp \de\

DECREASED

Shares8,334 from 10,977

Change-2,643 (-24%)

Value$327.4K (-$118.9K)

Filed 2026-11-05

Wagner Wealth Management, LLC

DECREASED

Shares8,055 from 13,655

Change-5,600 (-41%)

Value$316.4K (-$238.7K)

Filed 2026-10-21

Compass Financial Management LLC

INCREASED

Shares7,929 from 3,141

Change+4,788 (+152%)

Value$311.5K (+$183.7K)

Filed 2026-10-30

Capital Investment Advisors, LLC

DECREASED

Shares7,740 from 7,922

Change-182 (-2%)

Value$304.0K (-$18.0K)

Filed 2026-10-22

Balefire, LLC

INCREASED

Shares7,399 from 6,363

Change+1,036 (+16%)

Value$290.6K (+$32.0K)

Filed 2026-10-09

Brookstone Capital Management

INCREASED

Shares7,375 from 7,043

Change+332 (+5%)

Value$289.7K (+$3.4K)

Filed 2026-10-22

Precedent Wealth Partners, LLC

NEW

Shares7,053

Change+7,053

Value$277.0K

Filed 2026-10-21

Quartz Partners, LLC

INCREASED

Shares6,164 from 5,477

Change+687 (+13%)

Value$242.1K (+$19.5K)

Filed 2026-11-03

Koshinski Asset Management, Inc.

NEW

Shares6,145

Change+6,145

Value$241.4K

Filed 2026-10-29

Focused Alpha, LLC

DECREASED

Shares6,119 from 7,146

Change-1,027 (-14%)

Value$240.4K (-$50.1K)

Filed 2026-10-20

Diversified Enterprises, LLC

INCREASED

Shares5,957 from 5,926

Change+31 (+1%)

Value$234.0K (-$6.9K)

Filed 2026-10-19

Sovran Advisors, LLC

NEW

Shares5,895

Change+5,895

Value$234.6K

Filed 2026-11-02

Wagner Wealth Management, Corp

DECREASED

Shares5,867 from 6,168

Change-301 (-5%)

Value$230.5K (-$20.3K)

Filed 2026-10-20

Gaddis Premier Wealth Advisors LLC

NEW

Shares5,741

Change+5,741

Value$225.5K

Filed 2026-10-29

Iams Wealth Management, LLC

DECREASED

Shares5,452 from 6,337

Change-885 (-14%)

Value$214.2K (-$43.5K)

Filed 2026-10-15

Encompass More Asset Management

NEW

Shares5,440

Change+5,440

Value$213.7K

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares5,308 from 5,262

Change+46 (+1%)

Value$209.4K (-$5.0K)

Filed 2026-10-13

StoneX Group Inc.

NEW

Shares5,146

Change+5,146

Value$204.4K

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares2,967 from 4,128

Change-1,161 (-28%)

Value$116.5K (-$51.3K)

Filed 2026-10-08

Elevated Capital Advisors, LLC

DECREASED

Shares2,841 from 3,059

Change-218 (-7%)

Value$111.6K (-$12.8K)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

INCREASED

Shares2,799 from 2,753

Change+46 (+2%)

Value$110.0K (-$1.9K)

Filed 2026-11-04

Rossby Financial, LCC

INCREASED

Shares2,602 from 2,242

Change+360 (+16%)

Value$102.2K (+$11.1K)

Filed 2026-11-05

Dhjj Financial Advisors, Ltd.

DECREASED

Shares2,416 from 2,534

Change-118 (-5%)

Value$94.9K (-$8.1K)

Filed 2026-10-23

Parallel Advisors, LLC

DECREASED

Shares2,282 from 2,329

Change-47 (-2%)

Value$89.6K (-$5.0K)

Filed 2026-11-03

SBI Securities Co., Ltd.

INCREASED

Shares1,266 from 1,248

Change+18 (+1%)

Value$49.7K (-$1.0K)

Filed 2026-10-22

Raleigh Capital Management Inc.

DECREASED

Shares1,234 from 1,514

Change-280 (-18%)

Value$48.5K (-$13.1K)

Filed 2026-10-28

City Holding Co

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$43.2K (-$1.5K)

Filed 2026-10-19

Lanark Financial, Inc.

UNCHANGED

Shares818 from 818

Change0 (0%)

Value$32.1K (-$1.1K)

Filed 2026-10-26

Archer Investment Corp

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$27.5K (-$959)

Filed 2026-11-05

Triumph Capital Management

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$23.6K (-$822)

Filed 2026-10-14

UNCHANGED

Shares546 from 546

Change0 (0%)

Value$21.4K (-$748)

Filed 2026-10-23

Gamma Investing LLC

UNCHANGED

Shares446 from 446

Change0 (0%)

Value$17.5K (-$611)

Filed 2026-10-08

Avion Wealth

UNCHANGED

Shares391 from 391

Change0 (0%)

Value$15 ($0)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares324 from 322

Change+2 (+1%)

Value$12.7K (-$362)

Filed 2026-10-16

Tounjian Advisory Partners, LLC

DECREASED

Shares305 from 411

Change-106 (-26%)

Value$12.0K (-$4.7K)

Filed 2026-11-04

Quest 10 Wealth Builders, Inc.

INCREASED

Shares246 from 193

Change+53 (+27%)

Value$9.7K (+$1.8K)

Filed 2026-11-02

Pinnacle Wealth Planning Services, Inc.

NEW

Shares211

Change+211

Value$8.3K

Filed 2026-10-27

MTM Investment Management, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$7.9K (-$274)

Filed 2026-10-30

Creative Financial Designs Inc

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$3.8K (-$135)

Filed 2026-11-04

Navigoe, LLC

NEW

Shares68

Change+68

Value$2

Filed 2026-11-04

CoreCap Advisors, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$2.4K (-$82)

Filed 2026-10-08

Key Capital Management, Inc

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.8K (-$63)

Filed 2026-11-03

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$1.8K (-$61)

Filed 2026-10-23

Silver Grove Financial Group, Inc.

INCREASED

Shares44 from 36

Change+8 (+22%)

Value$1.7K (+$265)

Filed 2026-11-05

Lloyd Advisory Services, Llc.

INCREASED

Shares38 from 17

Change+21 (+124%)

Value$1.5K (+$773)

Filed 2026-11-02

CX Institutional

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1 ($0)

Filed 2026-10-02

Root Financial Partners, LLC

NEW

Shares12

Change+12

Value$483

Filed 2026-10-21

Allspring Global Investments Holdings, LLC

DECREASED

Shares1 from 28

Change-27 (-96%)

Value$44 (-$1.1K)

Filed 2026-11-04

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 89,822

Change-89,822 (-100%)

Value$0 (-$3.7M)

Filed 2026-10-21

RiverTree Advisors, LLC

CLOSED

Shares0 from 30,657

Change-30,657 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-13

Providence First Trust Co

CLOSED

Shares0 from 17,815

Change-17,815 (-100%)

Value$0 (-$724.2K)

Filed 2026-11-02

Novem Group

CLOSED

Shares0 from 5,011

Change-5,011 (-100%)

Value$0 (-$203.7K)

Filed 2026-10-19

Larson Financial Group LLC

CLOSED

Shares0 from 2,400

Change-2,400 (-100%)

Value$0 (-$97.6K)

Filed 2026-11-05

Tucker Asset Management LLC

CLOSED

Shares0 from 628

Change-628 (-100%)

Value$0 (-$25.5K)

Filed 2026-10-29

LFA - Lugano Financial Advisors SA

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$16.3K)

Filed 2026-11-03

Mascoma Wealth Management LLC

CLOSED

Shares0 from 122

Change-122 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-23

Morgan Stanley

N/A

Shares— from 5,010,278

Change-5,010,278 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 3,214,441

Change-3,214,441 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 2,765,493

Change-2,765,493 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,568,350

Change-1,568,350 (-100%)

Value—

UBS Group AG

N/A

Shares— from 953,019

Change-953,019 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 771,555

Change-771,555 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 520,734

Change-520,734 (-100%)

Value—

&partners

N/A

Shares— from 373,667

Change-373,667 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 331,759

Change-331,759 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 329,945

Change-329,945 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 309,718

Change-309,718 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 282,460

Change-282,460 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 246,077

Change-246,077 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 221,451

Change-221,451 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 174,899

Change-174,899 (-100%)

Value—

Blackhawk Capital Partners, LLC

N/A

Shares— from 171,989

Change-171,989 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 143,718

Change-143,718 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 135,843

Change-135,843 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 128,171

Change-128,171 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 99,442

Change-99,442 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 92,005

Change-92,005 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 91,815

Change-91,815 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 89,822

Change-89,822 (-100%)

Value—

Private Advisory Group LLC

N/A

Shares— from 88,354

Change-88,354 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 83,773

Change-83,773 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 72,333

Change-72,333 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 57,607

Change-57,607 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 56,940

Change-56,940 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 50,071

Change-50,071 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 47,570

Change-47,570 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 46,407

Change-46,407 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 45,203

Change-45,203 (-100%)

Value—

Strategic Financial Partners, Ltd.

N/A

Shares— from 44,335

Change-44,335 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 43,951

Change-43,951 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 40,810

Change-40,810 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 37,537

Change-37,537 (-100%)

Value—

Sun Financial Inc

N/A

Shares— from 36,257

Change-36,257 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 36,136

Change-36,136 (-100%)

Value—

Endeavor Private Wealth, Inc.

N/A

Shares— from 35,042

Change-35,042 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 33,783

Change-33,783 (-100%)

Value—

Manhattan West Asset Management, LLC

N/A

Shares— from 30,319

Change-30,319 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 26,313

Change-26,313 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 26,076

Change-26,076 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 24,515

Change-24,515 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 23,310

Change-23,310 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 22,789

Change-22,789 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 22,394

Change-22,394 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 19,178

Change-19,178 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 18,811

Change-18,811 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,600

Change-17,600 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 16,256

Change-16,256 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 15,672

Change-15,672 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 14,825

Change-14,825 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 14,161

Change-14,161 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,734

Change-13,734 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 12,865

Change-12,865 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 12,662

Change-12,662 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 12,640

Change-12,640 (-100%)

Value—

Wealth Watch Advisors, Inc

N/A

Shares— from 12,425

Change-12,425 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 10,172

Change-10,172 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 9,640

Change-9,640 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 8,906

Change-8,906 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 8,878

Change-8,878 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 8,588

Change-8,588 (-100%)

Value—

Luken Investment Analytics, LLC

N/A

Shares— from 8,437

Change-8,437 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 8,409

Change-8,409 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 7,878

Change-7,878 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 7,838

Change-7,838 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 7,786

Change-7,786 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 7,750

Change-7,750 (-100%)

Value—

Stephens Inc

N/A

Shares— from 7,749

Change-7,749 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 7,585

Change-7,585 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 7,209

Change-7,209 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 7,181

Change-7,181 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 6,994

Change-6,994 (-100%)

Value—

Everest Financial Group LLC

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 6,556

Change-6,556 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,347

Change-6,347 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 6,123

Change-6,123 (-100%)

Value—

Mach-1 Financial Group, LLC

N/A

Shares— from 5,840

Change-5,840 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 5,372

Change-5,372 (-100%)

Value—

Betterment LLC

N/A

Shares— from 5,322

Change-5,322 (-100%)

Value—

Earned Wealth Advisors, LLC

N/A

Shares— from 5,229

Change-5,229 (-100%)

Value—

Norris Financial Group, LLC

N/A

Shares— from 5,041

Change-5,041 (-100%)

Value—

Prostatis Group LLC

N/A

Shares— from 5,029

Change-5,029 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 5,004

Change-5,004 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,462

Change-4,462 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 4,446

Change-4,446 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,351

Change-4,351 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,830

Change-3,830 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 3,826

Change-3,826 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,633

Change-3,633 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 3,524

Change-3,524 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,404

Change-2,404 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 2,115

Change-2,115 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 797

Change-797 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 687

Change-687 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 620

Change-620 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 591

Change-591 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 559

Change-559 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 466

Change-466 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 395

Change-395 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 314

Change-314 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 147

Change-147 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 111

Change-111 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
KMG Fiduciary Partners, LLC	DECREASED	403,334	413,795	-10,461	-3%	$16.8M	$15.8M	-$977.8K	2026-10-14
Clear Creek Financial Management, LLC	DECREASED	205,080	213,297	-8,217	-4%	$8.7M	$8.1M	-$615.0K	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	171,756	111,630	+60,126	+54%	$4.5M	$6.7M	+$2.2M	2026-11-02
Park National Corp	DECREASED	169,754	242,086	-72,332	-30%	$9.8M	$6.7M	-$3.2M	2026-10-05
Fearless Solutions, LLC dba Best Invest	DECREASED	138,996	143,631	-4,635	-3%	$5.8M	$5.5M	-$378.8K	2026-10-14
Lido Advisors, LLC	INCREASED	136,165	81,261	+54,904	+68%	$3.3M	$5.3M	+$2.0M	2026-11-04
Citigroup Inc	DECREASED	119,968	125,268	-5,300	-4%	$5.1M	$4.7M	-$379.8K	2026-11-04
Oppenheimer & Co Inc	DECREASED	109,948	113,012	-3,064	-3%	$4.6M	$4.3M	-$275.2K	2026-10-26
Legacy Financial Independent Advisors LLC	INCREASED	103,224	101,027	+2,197	+2%	$4.1M	$4.1M	-$52.1K	2026-11-02
Elevation Point Wealth Partners, LLC	DECREASED	96,637	193,923	-97,286	-50%	$7.9M	$3.8M	-$4.1M	2026-11-05
Quad-Cities Investment Group, LLC	INCREASED	96,326	94,592	+1,734	+2%	$3.8M	$3.8M	-$61.5K	2026-10-16
Assetmark, Inc	INCREASED	86,764	83,764	+3,000	+4%	$3.4M	$3.4M	+$3.1K	2026-10-21
D.A. Davidson & Co.	INCREASED	85,350	44,341	+41,009	+92%	$1.8M	$3.4M	+$1.6M	2026-10-28
Acorn Wealth Advisors, LLC	INCREASED	83,038	73,793	+9,245	+13%	$3.0M	$3.3M	+$262.0K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	80,218	77,848	+2,370	+3%	$3.2M	$3.2M	-$13.6K	2026-11-02
Concurrent Investment Advisors, LLC	DECREASED	76,298	79,536	-3,238	-4%	$3.2M	$3.0M	-$236.2K	2026-10-16
Hyposwiss Advisors SA	INCREASED	74,030	67,275	+6,755	+10%	$2.7M	$2.9M	+$173.2K	2026-10-26
Chicago Partners Investment Group LLC	INCREASED	65,889	57,967	+7,922	+14%	$2.3M	$2.6M	+$253.9K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	60,838	55,940	+4,898	+9%	$2.3M	$2.4M	+$115.8K	2026-11-02
True Blue Financial, LLC	DECREASED	57,771	59,266	-1,495	-3%	$2.4M	$2.3M	-$139.9K	2026-10-15
Vaquero Private Wealth, LTD	INCREASED	56,344	34,819	+21,525	+62%	$1.4M	$2.2M	+$797.8K	2026-10-27
MGO One Seven LLC	INCREASED	53,142	45,518	+7,624	+17%	$1.9M	$2.1M	+$237.1K	2026-10-28
Wedbush Securities Inc	DECREASED	48,465	52,929	-4,464	-8%	$2.2M	$1.9M	-$248.0K	2026-10-22
Prospera Financial Services Inc	DECREASED	46,759	56,715	-9,956	-18%	$2.3M	$1.9M	-$447.6K	2026-11-04
Randall & Associates Wealth Management	DECREASED	46,719	63,860	-17,141	-27%	$2.6M	$1.8M	-$760.8K	2026-10-20
Davenport & Co LLC	INCREASED	45,139	44,704	+435	+1%	$1.8M	$1.8M	-$44.2K	2026-10-14
Avior Wealth Management, LLC	DECREASED	44,163	47,062	-2,899	-6%	$1.9M	$1.7M	-$178.4K	2026-10-13
Spire Wealth Management	DECREASED	43,277	43,676	-399	-1%	$1.8M	$1.7M	-$75.5K	2026-10-30
Integrity Alliance, Llc.	NEW	42,312	—	+42,312	—	—	$1.7M	—	2026-10-29
Park Avenue Securities LLC	INCREASED	39,005	33,808	+5,197	+15%	$1.4M	$1.5M	+$158.0K	2026-10-26
Kestra Private Wealth Services, LLC	INCREASED	38,625	38,397	+228	+1%	$1.6M	$1.5M	-$43.6K	2026-10-30
RFG Advisory, LLC	INCREASED	37,607	35,998	+1,609	+4%	$1.5M	$1.5M	+$13.9K	2026-11-03
Cottonwood Capital Advisors, LLC	INCREASED	36,809	25,531	+11,278	+44%	$1.0M	$1.4M	+$408.0K	2026-10-20
PFG Advisors	INCREASED	35,645	6,288	+29,357	+467%	$255.6K	$1.4M	+$1.1M	2026-10-16
J.W. Cole Advisors, Inc.	DECREASED	34,320	37,422	-3,102	-8%	$1.5M	$1.3M	-$173.1K	2026-11-05
Legacy Capital Wealth Partners, LLC	DECREASED	34,022	34,598	-576	-2%	$1.4M	$1.3M	-$70.1K	2026-10-21
QP Wealth Management, LLC	INCREASED	27,991	27,877	+114	+0%	$1.1M	$1.1M	-$33.7K	2026-10-20
BAM Wealth Management, LLC	INCREASED	27,709	22,529	+5,180	+23%	$915.8K	$1.1M	+$172.6K	2026-10-15
Truist Financial Corp	INCREASED	25,801	24,860	+941	+4%	$1.0M	$1.0M	+$2.9K	2026-10-30
Winebrenner Capital Management LLC	DECREASED	25,360	27,586	-2,226	-8%	$1.1M	$996.1K	-$125.2K	2026-10-07
Holos Integrated Wealth LLC	DECREASED	24,901	29,339	-4,438	-15%	$1.2M	$982.1K	-$213.8K	2026-10-23
Rockport Wealth LLC	INCREASED	23,116	22,952	+164	+1%	$933.0K	$908.0K	-$25.0K	2026-11-03
Atria Investments, Inc	INCREASED	20,009	17,795	+2,214	+12%	$723.4K	$786.0K	+$62.6K	2026-10-15
BlueChip Wealth Advisors LLC	UNCHANGED	19,529	19,529	0	0%	$793.9K	$767.1K	-$26.8K	2026-11-03
Walker Asset Management, LLC	UNCHANGED	18,947	18,947	0	0%	$770.2K	$744.2K	-$26.0K	2026-10-13
Perigon Wealth Management, LLC	INCREASED	18,108	13,601	+4,507	+33%	$552.9K	$711.3K	+$158.4K	2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.	INCREASED	17,406	14,743	+2,663	+18%	$599.3K	$683.7K	+$84.4K	2026-10-15
Dynamic Advisor Solutions LLC	INCREASED	16,593	15,404	+1,189	+8%	$626.2K	$651.8K	+$25.6K	2026-10-13
APS Management Group, Inc.	INCREASED	14,646	12,244	+2,402	+20%	$497.7K	$575.3K	+$77.6K	2026-10-14
Ramiah Investment Group	DECREASED	14,013	14,910	-897	-6%	$606.1K	$550.4K	-$55.7K	2026-10-20
Accurate Wealth Management, LLC	INCREASED	13,077	8,887	+4,190	+47%	$362.1K	$516.4K	+$154.3K	2026-10-20
Aurora Private Wealth, Inc.	DECREASED	12,103	13,571	-1,468	-11%	$552.0K	$475.0K	-$77.0K	2026-10-20
Lighthouse Wealth Management Inc.	DECREASED	11,877	14,272	-2,395	-17%	$580.1K	$466.5K	-$113.6K	2026-10-13
Walkner Condon Financial Advisors LLC	INCREASED	11,707	11,591	+116	+1%	$471.2K	$459.9K	-$11.3K	2026-11-02
Realta Investment Advisors	NEW	11,697	—	+11,697	—	—	$459.4K	—	2026-10-14
Private Trust Co NA	INCREASED	11,536	8,972	+2,564	+29%	$364.7K	$453.1K	+$88.4K	2026-10-20
Independent Financial Group, LLC	INCREASED	11,502	6,653	+4,849	+73%	$270.4K	$451.8K	+$181.4K	2026-10-13
IMG Wealth Management, Inc.	INCREASED	11,179	11,067	+112	+1%	$449.9K	$439.1K	-$10.8K	2026-10-27
Primoris Wealth Advisors, LLC	DECREASED	10,000	15,000	-5,000	-33%	$609.8K	$392.8K	-$217.0K	2026-10-28
Independent Wealth Network Inc.	DECREASED	9,812	10,097	-285	-3%	$410.4K	$385.4K	-$25.0K	2026-10-19
International Assets Investment Management, LLC	INCREASED	9,543	9,073	+470	+5%	$369.4K	$375.7K	+$6.3K	2026-11-02
Fairway Financial, LLC	DECREASED	8,595	16,780	-8,185	-49%	$682.1K	$337.6K	-$344.5K	2026-10-20
Capital Investment Advisory Services, LLC	DECREASED	8,422	9,769	-1,347	-14%	$397.1K	$331.2K	-$66.0K	2026-10-30
US Bancorp \de\	DECREASED	8,334	10,977	-2,643	-24%	$446.2K	$327.4K	-$118.9K	2026-11-05
Wagner Wealth Management, LLC	DECREASED	8,055	13,655	-5,600	-41%	$555.1K	$316.4K	-$238.7K	2026-10-21
Compass Financial Management LLC	INCREASED	7,929	3,141	+4,788	+152%	$127.7K	$311.5K	+$183.7K	2026-10-30
Capital Investment Advisors, LLC	DECREASED	7,740	7,922	-182	-2%	$322.0K	$304.0K	-$18.0K	2026-10-22
Balefire, LLC	INCREASED	7,399	6,363	+1,036	+16%	$258.7K	$290.6K	+$32.0K	2026-10-09
Brookstone Capital Management	INCREASED	7,375	7,043	+332	+5%	$286.3K	$289.7K	+$3.4K	2026-10-22
Precedent Wealth Partners, LLC	NEW	7,053	—	+7,053	—	—	$277.0K	—	2026-10-21
Quartz Partners, LLC	INCREASED	6,164	5,477	+687	+13%	$222.6K	$242.1K	+$19.5K	2026-11-03
Koshinski Asset Management, Inc.	NEW	6,145	—	+6,145	—	—	$241.4K	—	2026-10-29
Focused Alpha, LLC	DECREASED	6,119	7,146	-1,027	-14%	$290.5K	$240.4K	-$50.1K	2026-10-20
Diversified Enterprises, LLC	INCREASED	5,957	5,926	+31	+1%	$240.9K	$234.0K	-$6.9K	2026-10-19
Sovran Advisors, LLC	NEW	5,895	—	+5,895	—	—	$234.6K	—	2026-11-02
Wagner Wealth Management, Corp	DECREASED	5,867	6,168	-301	-5%	$250.7K	$230.5K	-$20.3K	2026-10-20
Gaddis Premier Wealth Advisors LLC	NEW	5,741	—	+5,741	—	—	$225.5K	—	2026-10-29
Iams Wealth Management, LLC	DECREASED	5,452	6,337	-885	-14%	$257.7K	$214.2K	-$43.5K	2026-10-15
Encompass More Asset Management	NEW	5,440	—	+5,440	—	—	$213.7K	—	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	5,308	5,262	+46	+1%	$214.4K	$209.4K	-$5.0K	2026-10-13
StoneX Group Inc.	NEW	5,146	—	+5,146	—	—	$204.4K	—	2026-11-03
Farther Finance Advisors, LLC	DECREASED	2,967	4,128	-1,161	-28%	$167.8K	$116.5K	-$51.3K	2026-10-08
Elevated Capital Advisors, LLC	DECREASED	2,841	3,059	-218	-7%	$124.3K	$111.6K	-$12.8K	2026-11-04
EverSource Wealth Advisors, LLC	INCREASED	2,799	2,753	+46	+2%	$111.9K	$110.0K	-$1.9K	2026-11-04
Rossby Financial, LCC	INCREASED	2,602	2,242	+360	+16%	$91.1K	$102.2K	+$11.1K	2026-11-05
Dhjj Financial Advisors, Ltd.	DECREASED	2,416	2,534	-118	-5%	$103.0K	$94.9K	-$8.1K	2026-10-23
Parallel Advisors, LLC	DECREASED	2,282	2,329	-47	-2%	$94.7K	$89.6K	-$5.0K	2026-11-03
SBI Securities Co., Ltd.	INCREASED	1,266	1,248	+18	+1%	$50.7K	$49.7K	-$1.0K	2026-10-22
Raleigh Capital Management Inc.	DECREASED	1,234	1,514	-280	-18%	$61.5K	$48.5K	-$13.1K	2026-10-28
City Holding Co	UNCHANGED	1,100	1,100	0	0%	$44.7K	$43.2K	-$1.5K	2026-10-19
Lanark Financial, Inc.	UNCHANGED	818	818	0	0%	$33.3K	$32.1K	-$1.1K	2026-10-26
Archer Investment Corp	UNCHANGED	700	700	0	0%	$28.5K	$27.5K	-$959	2026-11-05
Triumph Capital Management	UNCHANGED	600	600	0	0%	$24.4K	$23.6K	-$822	2026-10-14
Register Financial Advisors LLC	UNCHANGED	546	546	0	0%	$22.2K	$21.4K	-$748	2026-10-23
Gamma Investing LLC	UNCHANGED	446	446	0	0%	$18.1K	$17.5K	-$611	2026-10-08
Avion Wealth	UNCHANGED	391	391	0	0%	$15	$15	$0	2026-11-04
IFP Advisors, Inc	INCREASED	324	322	+2	+1%	$13.1K	$12.7K	-$362	2026-10-16
Tounjian Advisory Partners, LLC	DECREASED	305	411	-106	-26%	$16.7K	$12.0K	-$4.7K	2026-11-04
Quest 10 Wealth Builders, Inc.	INCREASED	246	193	+53	+27%	$7.8K	$9.7K	+$1.8K	2026-11-02
Pinnacle Wealth Planning Services, Inc.	NEW	211	—	+211	—	—	$8.3K	—	2026-10-27
MTM Investment Management, LLC	UNCHANGED	200	200	0	0%	$8.1K	$7.9K	-$274	2026-10-30
Creative Financial Designs Inc	UNCHANGED	98	98	0	0%	$4.0K	$3.8K	-$135	2026-11-04
Navigoe, LLC	NEW	68	—	+68	—	—	$2	—	2026-11-04
CoreCap Advisors, LLC	UNCHANGED	60	60	0	0%	$2.4K	$2.4K	-$82	2026-10-08
Key Capital Management, Inc	UNCHANGED	46	46	0	0%	$1.9K	$1.8K	-$63	2026-11-03
Wilmington Savings Fund Society, FSB	UNCHANGED	45	45	0	0%	$1.8K	$1.8K	-$61	2026-10-23
Silver Grove Financial Group, Inc.	INCREASED	44	36	+8	+22%	$1.5K	$1.7K	+$265	2026-11-05
Lloyd Advisory Services, Llc.	INCREASED	38	17	+21	+124%	$708	$1.5K	+$773	2026-11-02
CX Institutional	UNCHANGED	18	18	0	0%	$1	$1	$0	2026-10-02
Root Financial Partners, LLC	NEW	12	—	+12	—	—	$483	—	2026-10-21
Allspring Global Investments Holdings, LLC	DECREASED	1	28	-27	-96%	$1.1K	$44	-$1.1K	2026-11-04
Axxcess Wealth Management, LLC	CLOSED	0	89,822	-89,822	-100%	$3.7M	$0	-$3.7M	2026-10-21
RiverTree Advisors, LLC	CLOSED	0	30,657	-30,657	-100%	$1.2M	$0	-$1.2M	2026-10-13
Providence First Trust Co	CLOSED	0	17,815	-17,815	-100%	$724.2K	$0	-$724.2K	2026-11-02
Novem Group	CLOSED	0	5,011	-5,011	-100%	$203.7K	$0	-$203.7K	2026-10-19
Larson Financial Group LLC	CLOSED	0	2,400	-2,400	-100%	$97.6K	$0	-$97.6K	2026-11-05
Tucker Asset Management LLC	CLOSED	0	628	-628	-100%	$25.5K	$0	-$25.5K	2026-10-29
LFA - Lugano Financial Advisors SA	CLOSED	0	400	-400	-100%	$16.3K	$0	-$16.3K	2026-11-03
Mascoma Wealth Management LLC	CLOSED	0	122	-122	-100%	$5.0K	$0	-$5.0K	2026-10-23
Morgan Stanley	N/A	—	5,010,278	-5,010,278	-100%	$203.7M	—	—	—
LPL Financial LLC	N/A	—	3,214,441	-3,214,441	-100%	$130.7M	—	—	—
First Trust Advisors LP	N/A	—	2,765,493	-2,765,493	-100%	$112.4M	—	—	—
Wells Fargo & Company	N/A	—	1,568,350	-1,568,350	-100%	$63.8M	—	—	—
UBS Group AG	N/A	—	953,019	-953,019	-100%	$38.7M	—	—	—
Royal Bank of Canada	N/A	—	771,555	-771,555	-100%	$31.4M	—	—	—
Raymond James Financial Inc	N/A	—	520,734	-520,734	-100%	$21.2M	—	—	—
&partners	N/A	—	373,667	-373,667	-100%	$15.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	331,759	-331,759	-100%	$13.5M	—	—	—
Bank of America Corp	N/A	—	329,945	-329,945	-100%	$13.4M	—	—	—
Stifel Financial Corp	N/A	—	309,718	-309,718	-100%	$12.6M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	282,460	-282,460	-100%	$11.5M	—	—	—
Cetera Investment Advisers	N/A	—	246,077	-246,077	-100%	$10.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	221,451	-221,451	-100%	$9.0M	—	—	—
One Capital Management, LLC	N/A	—	174,899	-174,899	-100%	$7.1M	—	—	—
Blackhawk Capital Partners, LLC	N/A	—	171,989	-171,989	-100%	$7.0M	—	—	—
Jane Street Group, LLC	N/A	—	143,718	-143,718	-100%	$5.8M	—	—	—
NewEdge Advisors, LLC	N/A	—	135,843	-135,843	-100%	$5.5M	—	—	—
Harbour Investments, Inc.	N/A	—	128,171	-128,171	-100%	$5.2M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	99,442	-99,442	-100%	$4.0M	—	—	—
Arax Advisory Partners	N/A	—	92,005	-92,005	-100%	$3.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	91,815	-91,815	-100%	$3.7M	—	—	—
Darwin Wealth Management, LLC	N/A	—	89,822	-89,822	-100%	$3.7M	—	—	—
Private Advisory Group LLC	N/A	—	88,354	-88,354	-100%	$3.6M	—	—	—
Private Advisor Group, LLC	N/A	—	83,773	-83,773	-100%	$3.4M	—	—	—
Old Mission Capital LLC	N/A	—	72,333	-72,333	-100%	$2.9M	—	—	—
Western Wealth Management, LLC	N/A	—	57,607	-57,607	-100%	$2.3M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	56,940	-56,940	-100%	$2.3M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	50,071	-50,071	-100%	$2.0M	—	—	—
Benjamin Edwards Inc	N/A	—	47,570	-47,570	-100%	$1.9M	—	—	—
Citadel Advisors LLC	N/A	—	46,407	-46,407	-100%	$1.9M	—	—	—
Harvest Investment Services, LLC	N/A	—	45,203	-45,203	-100%	$1.8M	—	—	—
Strategic Financial Partners, Ltd.	N/A	—	44,335	-44,335	-100%	$1.8M	—	—	—
Flow Traders U.S. LLC	N/A	—	43,951	-43,951	-100%	$1.8M	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	40,810	-40,810	-100%	$1.7M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	37,537	-37,537	-100%	$1.5M	—	—	—
Sun Financial Inc	N/A	—	36,257	-36,257	-100%	$1.5M	—	—	—
Cerity Partners LLC	N/A	—	36,136	-36,136	-100%	$1.5M	—	—	—
Endeavor Private Wealth, Inc.	N/A	—	35,042	-35,042	-100%	$1.4M	—	—	—
Kovack Advisors, Inc.	N/A	—	33,783	-33,783	-100%	$1.4M	—	—	—
Manhattan West Asset Management, LLC	N/A	—	30,319	-30,319	-100%	$1.2M	—	—	—
MML Investors Services, LLC	N/A	—	26,313	-26,313	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	26,076	-26,076	-100%	$1.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	24,515	-24,515	-100%	$996.5K	—	—	—
Level Four Advisory Services, LLC	N/A	—	23,310	-23,310	-100%	$947.6K	—	—	—
Fifth Third Bancorp	N/A	—	22,789	-22,789	-100%	$926.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	22,394	-22,394	-100%	$910.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	19,178	-19,178	-100%	$779.6K	—	—	—
Snowden Capital Advisors LLC	N/A	—	18,811	-18,811	-100%	$764.7K	—	—	—
Focus Partners Wealth	N/A	—	17,600	-17,600	-100%	$715.5K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	16,256	-16,256	-100%	$660.8K	—	—	—
Advisory Alpha, LLC	N/A	—	15,672	-15,672	-100%	$637.1K	—	—	—
Moors & Cabot, Inc.	N/A	—	14,825	-14,825	-100%	$602.6K	—	—	—
Mariner, LLC	N/A	—	14,161	-14,161	-100%	$575.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,734	-13,734	-100%	$558.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	12,865	-12,865	-100%	$523.0K	—	—	—
AE Wealth Management LLC	N/A	—	12,662	-12,662	-100%	$514.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	12,640	-12,640	-100%	$513.8K	—	—	—
Wealth Watch Advisors, Inc	N/A	—	12,425	-12,425	-100%	$505.1K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	10,172	-10,172	-100%	$413.5K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	9,640	-9,640	-100%	$391.8K	—	—	—
Belpointe Asset Management LLC	N/A	—	8,906	-8,906	-100%	$362.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	8,878	-8,878	-100%	$361.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	8,588	-8,588	-100%	$349.1K	—	—	—
Luken Investment Analytics, LLC	N/A	—	8,437	-8,437	-100%	$343.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	8,409	-8,409	-100%	$341.8K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	7,878	-7,878	-100%	$320.3K	—	—	—
World Investment Advisors	N/A	—	7,838	-7,838	-100%	$318.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	7,786	-7,786	-100%	$316.5K	—	—	—
Rathbones Group PLC	N/A	—	7,750	-7,750	-100%	$315.0K	—	—	—
Stephens Inc	N/A	—	7,749	-7,749	-100%	$315.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	7,585	-7,585	-100%	$308.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	7,209	-7,209	-100%	$293.0K	—	—	—
KKM Financial LLC	N/A	—	7,181	-7,181	-100%	$291.9K	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	6,994	-6,994	-100%	$284.3K	—	—	—
Everest Financial Group LLC	N/A	—	6,600	-6,600	-100%	$268.3K	—	—	—
Tidemark, LLC	N/A	—	6,556	-6,556	-100%	$266.5K	—	—	—
Summit Financial, LLC	N/A	—	6,347	-6,347	-100%	$258.0K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	6,123	-6,123	-100%	$248.9K	—	—	—
Mach-1 Financial Group, LLC	N/A	—	5,840	-5,840	-100%	$237.4K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	5,372	-5,372	-100%	$218.4K	—	—	—
Betterment LLC	N/A	—	5,322	-5,322	-100%	$216.0K	—	—	—
Earned Wealth Advisors, LLC	N/A	—	5,229	-5,229	-100%	$212.6K	—	—	—
Norris Financial Group, LLC	N/A	—	5,041	-5,041	-100%	$204.9K	—	—	—
Prostatis Group LLC	N/A	—	5,029	-5,029	-100%	$204.4K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	5,004	-5,004	-100%	$203.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,462	-4,462	-100%	$181.4K	—	—	—
Bank of Montreal	N/A	—	4,446	-4,446	-100%	$180.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,351	-4,351	-100%	$176.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,830	-3,830	-100%	$155.7K	—	—	—
IFG Advisory, LLC	N/A	—	3,826	-3,826	-100%	$155.5K	—	—	—
BFC Planning, Inc.	N/A	—	3,633	-3,633	-100%	$147.7K	—	—	—
Ankerstar Wealth, LLC	N/A	—	3,524	-3,524	-100%	$143.3K	—	—	—
JPMorgan Chase & Co	N/A	—	2,404	-2,404	-100%	$97.8K	—	—	—
Topsail Wealth Management, LLC	N/A	—	2,115	-2,115	-100%	$86.0K	—	—	—
Capital Analysts, LLC	N/A	—	1,300	-1,300	-100%	$52	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	797	-797	-100%	$32.5K	—	—	—
National Bank of Canada	N/A	—	687	-687	-100%	$27.9K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	620	-620	-100%	$25.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	591	-591	-100%	$24.0K	—	—	—
Allied Private Wealth LLC	N/A	—	559	-559	-100%	$22.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	500	-500	-100%	$20.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	466	-466	-100%	$18.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	395	-395	-100%	$16.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	314	-314	-100%	$12.8K	—	—	—
Continuum Advisory, LLC	N/A	—	147	-147	-100%	$6.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	132	-132	-100%	$5.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	111	-111	-100%	$4.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	10	-10	-100%	$407	—	—	—

Showing 228 of 228 institutions