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FT Core Investment Grade ETF (FTCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LVZ, Inc.
INCREASED
Shares3,253,646 from 3,242,759
Change+10,887 (+0%)
Value$64.2M (-$3.4M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares1,758,741 from 1,731,816
Change+26,925 (+2%)
Value$34.7M (-$1.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,536,417 from 1,525,720
Change+10,697 (+1%)
Value$30.3M (-$1.5M)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,352,671 from 1,239,068
Change+113,603 (+9%)
Value$26.7M (+$861.0K)
Filed 2026-10-16
Centennial Wealth Advisory LLC
DECREASED
Shares1,331,992 from 1,418,530
Change-86,538 (-6%)
Value$26.3M (-$3.3M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares1,091,935 from 954,758
Change+137,177 (+14%)
Value$22.0M (+$2.1M)
Filed 2026-11-04
Wealth Intelligence, LLC
INCREASED
Shares903,374 from 895,036
Change+8,338 (+1%)
Value$17.8M (-$833.4K)
Filed 2026-10-16
First Heartland Consultants, Inc.
DECREASED
Shares830,038 from 991,947
Change-161,909 (-16%)
Value$16.4M (-$4.3M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares823,290 from 822,954
Change+336 (+0%)
Value$16.3M (-$911.0K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares808,579 from 743,446
Change+65,133 (+9%)
Value$16.0M (+$456.8K)
Filed 2026-10-21
Consolidated Capital Management, LLC
INCREASED
Shares800,764 from 787,315
Change+13,449 (+2%)
Value$15.8M (-$612.4K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
INCREASED
Shares557,894 from 512,764
Change+45,130 (+9%)
Value$11.0M (+$319.1K)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares510,853 from 524,977
Change-14,124 (-3%)
Value$10.1M (-$864.2K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares497,054 from 488,930
Change+8,124 (+2%)
Value$9.8M (-$384.8K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares485,331 from 409,143
Change+76,188 (+19%)
Value$9.6M (+$1.0M)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares466,596 from 406,263
Change+60,333 (+15%)
Value$9.2M (+$738.0K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares431,950 from 806,567
Change-374,617 (-46%)
Value$8.5M (-$8.3M)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares426,077 from 436,038
Change-9,961 (-2%)
Value$8.4M (-$682.8K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares404,542 from 353,922
Change+50,620 (+14%)
Value$8.0M (+$604.6K)
Filed 2026-10-23
Wagner Wealth Management, Corp
INCREASED
Shares377,254 from 352,867
Change+24,387 (+7%)
Value$7.4M (+$88.0K)
Filed 2026-10-20
APS Management Group, Inc.
DECREASED
Shares368,141 from 553,470
Change-185,329 (-33%)
Value$7.3M (-$4.3M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares339,981 from 332,441
Change+7,540 (+2%)
Value$6.7M (-$221.8K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares294,637 from 235,889
Change+58,748 (+25%)
Value$5.8M (+$896.7K)
Filed 2026-10-30
Aureum Wealth Management, LLC
INCREASED
Shares286,903 from 259,086
Change+27,817 (+11%)
Value$5.7M (+$260.2K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares252,606 from 249,548
Change+3,058 (+1%)
Value$5.0M (-$218.0K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
INCREASED
Shares231,114 from 208,786
Change+22,328 (+11%)
Value$4.6M (+$208.0K)
Filed 2026-10-19
Iams Wealth Management, LLC
DECREASED
Shares205,060 from 393,102
Change-188,042 (-48%)
Value$4.0M (-$4.2M)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares195,697 from 206,317
Change-10,620 (-5%)
Value$3.9M (-$439.7K)
Filed 2026-10-08
HBW Advisory Services LLC
DECREASED
Shares190,660 from 506,037
Change-315,377 (-62%)
Value$3.8M (-$6.8M)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares189,424 from 197,652
Change-8,228 (-4%)
Value$3.7M (-$382.8K)
Filed 2026-10-13
Philip James Wealth Mangement, LLC
DECREASED
Shares177,478 from 178,704
Change-1,226 (-1%)
Value$3.5M (-$223.5K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares175,110 from 170,836
Change+4,274 (+3%)
Value$3.5M (-$106.1K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares170,960 from 168,379
Change+2,581 (+2%)
Value$3.4M (-$136.8K)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
NEW
Shares169,352
Change+169,352
Value$3.4M
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares169,154 from 165,810
Change+3,344 (+2%)
Value$3.3M (-$118.9K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares168,336 from 125,602
Change+42,734 (+34%)
Value$3.3M (+$703.5K)
Filed 2026-11-03
BAM Wealth Management, LLC
INCREASED
Shares144,038 from 122,689
Change+21,349 (+17%)
Value$2.8M (+$284.6K)
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares110,623 from 102,534
Change+8,089 (+8%)
Value$2.2M (+$70.3K)
Filed 2026-10-20
D.A. Davidson & Co.
NEW
Shares107,938
Change+107,938
Value$2.1M
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares106,727 from 112,996
Change-6,269 (-6%)
Value$2.1M (-$249.7K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares99,498 from 90,100
Change+9,398 (+10%)
Value$2.0M (+$85.1K)
Filed 2026-10-22
Altium Investment Strategies LLC
UNCHANGED
Shares79,347 from 79,347
Change0 (0%)
Value$1.6M (-$69.8K)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares71,118 from 64,284
Change+6,834 (+11%)
Value$1.4M (+$63.2K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares68,838 from 68,838
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares65,280 from 62,700
Change+2,580 (+4%)
Value$1.3M (-$19.0K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
INCREASED
Shares65,182 from 54,875
Change+10,307 (+19%)
Value$1.3M (+$142.3K)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares60,889 from 60,162
Change+727 (+1%)
Value$1.2M (-$52.7K)
Filed 2026-10-23
Titleist Asset Management, LLC
NEW
Shares53,809
Change+53,809
Value$1.1M
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares53,342 from 30,722
Change+22,620 (+74%)
Value$1.1M (+$412.3K)
Filed 2026-10-22
TradeWell Securities, Llc.
INCREASED
Shares51,732 from 26,703
Change+25,029 (+94%)
Value$1.0M (+$464.3K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares51,682 from 32,098
Change+19,584 (+61%)
Value$1.0M (+$350.8K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares50,666 from 20,308
Change+30,358 (+149%)
Value$1.0M (+$576.6K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares49,436 from 3,124
Change+46,312 (+1482%)
Value$975.9K (+$910.7K)
Filed 2026-10-29
Americana Partners, LLC
INCREASED
Shares48,491 from 47,932
Change+559 (+1%)
Value$957.2K (-$42.4K)
Filed 2026-10-28
Keystone Wealth Services, LLC
INCREASED
Shares46,743 from 44,769
Change+1,974 (+4%)
Value$924.1K (-$9.6K)
Filed 2026-11-03
Private Client Services, LLC
INCREASED
Shares46,550 from 37,716
Change+8,834 (+23%)
Value$918.9K (+$132.3K)
Filed 2026-10-02
Novem Group
INCREASED
Shares41,314 from 34,364
Change+6,950 (+20%)
Value$815.5K (+$98.9K)
Filed 2026-10-19
Arwa LLC
NEW
Shares40,522
Change+40,522
Value$804.4K
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares39,994 from 52,075
Change-12,081 (-23%)
Value$789.5K (-$296.6K)
Filed 2026-10-22
Omnitrust Wealth Management, Inc
NEW
Shares36,291
Change+36,291
Value$716.4K
Filed 2026-11-02
Ignite Planners, LLC
NEW
Shares33,471
Change+33,471
Value$678.0K
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares31,999 from 34,969
Change-2,970 (-8%)
Value$631.7K (-$97.6K)
Filed 2026-10-26
Tucker Asset Management LLC
INCREASED
Shares28,770 from 26,164
Change+2,606 (+10%)
Value$567.9K (+$22.3K)
Filed 2026-10-29
Maia Wealth LLC
DECREASED
Shares27,526 from 31,770
Change-4,244 (-13%)
Value$543.4K (-$119.2K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
UNCHANGED
Shares27,352 from 27,352
Change0 (0%)
Value$539.9K (-$30.5K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares26,321 from 13,253
Change+13,068 (+99%)
Value$519.6K (+$243.2K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares25,367 from 18,377
Change+6,990 (+38%)
Value$500.7K (+$117.5K)
Filed 2026-10-20
Kestra Investment Management, LLC
INCREASED
Shares22,622 from 22,284
Change+338 (+2%)
Value$446.6K (-$18.2K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares20,883 from 20,800
Change+83 (+0%)
Value$412.2K (-$21.6K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares18,436 from 17,481
Change+955 (+5%)
Value$363.9K (-$639)
Filed 2026-10-09
Simplicity Wealth,LLC
DECREASED
Shares16,284 from 16,311
Change-27 (0%)
Value$321.4K (-$18.7K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED
Shares16,187 from 15,319
Change+868 (+6%)
Value$319.5K (+$53)
Filed 2026-10-16
Gaddis Premier Wealth Advisors LLC
NEW
Shares15,749
Change+15,749
Value$310.9K
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares13,849
Change+13,849
Value$281.1K
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares13,668 from 12,012
Change+1,656 (+14%)
Value$269.8K (+$19.3K)
Filed 2026-10-30
Boyer Financial Services, Inc.
NEW
Shares13,451
Change+13,451
Value$265.5K
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares11,604 from 11,471
Change+133 (+1%)
Value$229.1K (-$10.2K)
Filed 2026-11-03
Adelphi Trust Co
NEW
Shares11,123
Change+11,123
Value$219.6K
Filed 2026-10-05
Wedbush Securities Inc
NEW
Shares10,678
Change+10,678
Value$211.0K
Filed 2026-10-22
Able Financial Group, LLC
INCREASED
Shares10,558 from 9,624
Change+934 (+10%)
Value$208.4K (+$7.7K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
NEW
Shares10,437
Change+10,437
Value$206.0K
Filed 2026-10-26
Worth Financial Advisory Group, LLC
INCREASED
Shares10,056 from 9,913
Change+143 (+1%)
Value$198.5K (-$8.2K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares9,731 from 1,786
Change+7,945 (+445%)
Value$192.1K (+$154.8K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares7,479 from 7,031
Change+448 (+6%)
Value$147.6K (+$1.0K)
Filed 2026-11-05
Raleigh Capital Management Inc.
DECREASED
Shares5,657 from 7,882
Change-2,225 (-28%)
Value$111.7K (-$52.7K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares5,613 from 5,613
Change0 (0%)
Value$110.8K (-$6.3K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares4,673 from 5,789
Change-1,116 (-19%)
Value$92.3K (-$28.5K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares4,318
Change+4,318
Value$85.2K
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,639 from 3,570
Change+69 (+2%)
Value$71.8K (-$2.6K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares3,373 from 1,268
Change+2,105 (+166%)
Value$66.6K (+$40.1K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares1,563 from 1,563
Change0 (0%)
Value$30.9K (-$1.7K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares1,494 from 1,467
Change+27 (+2%)
Value$29.5K (-$1.1K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
INCREASED
Shares1,266 from 1,251
Change+15 (+1%)
Value$25.0K (-$1.1K)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$7.6K (-$427)
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares299
Change+299
Value$5.9K
Filed 2026-11-03
CX Institutional
NEW
Shares227
Change+227
Value$4
Filed 2026-10-02
Lloyd Advisory Services, Llc.
INCREASED
Shares158 from 152
Change+6 (+4%)
Value$3.1K (-$62)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares140 from 170
Change-30 (-18%)
Value$2.8K (-$781)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$2.5K (-$139)
Filed 2026-10-30
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$20 (-$1)
Filed 2026-10-22
Ferguson Shapiro LLC
CLOSED
Shares0 from 129,362
Change-129,362 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-16
Providence First Trust Co
CLOSED
Shares0 from 97,322
Change-97,322 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-02
Torren Management, LLC
CLOSED
Shares0 from 2,091
Change-2,091 (-100%)
Value$0 (-$43.6K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,358
Change-1,358 (-100%)
Value$0 (-$28.3K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 1,013
Change-1,013 (-100%)
Value$0 (-$21.1K)
Filed 2026-11-03
Blue Trust, Inc.
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-15
LPL Financial LLC
N/A
Shares— from 17,077,917
Change-17,077,917 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,496,453
Change-7,496,453 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,042,795
Change-5,042,795 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,042,593
Change-3,042,593 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,928,857
Change-2,928,857 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,873,314
Change-2,873,314 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,676,194
Change-2,676,194 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,224,625
Change-2,224,625 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,169,661
Change-2,169,661 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,004,030
Change-2,004,030 (-100%)
Value—
&partners
N/A
Shares— from 1,713,166
Change-1,713,166 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,537,298
Change-1,537,298 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,507,578
Change-1,507,578 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 1,473,238
Change-1,473,238 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,390,006
Change-1,390,006 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,237,110
Change-1,237,110 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,204,179
Change-1,204,179 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,153,269
Change-1,153,269 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,133,034
Change-1,133,034 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 865,944
Change-865,944 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 805,157
Change-805,157 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 660,774
Change-660,774 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 587,049
Change-587,049 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 544,300
Change-544,300 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 424,100
Change-424,100 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 415,207
Change-415,207 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 395,051
Change-395,051 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 383,230
Change-383,230 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 361,995
Change-361,995 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 344,495
Change-344,495 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 310,804
Change-310,804 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 270,749
Change-270,749 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 246,781
Change-246,781 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 245,184
Change-245,184 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 242,624
Change-242,624 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 236,866
Change-236,866 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 206,711
Change-206,711 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 156,745
Change-156,745 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 145,410
Change-145,410 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 142,922
Change-142,922 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 141,034
Change-141,034 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 130,295
Change-130,295 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 119,800
Change-119,800 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 117,703
Change-117,703 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 111,439
Change-111,439 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 110,137
Change-110,137 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 109,853
Change-109,853 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 101,909
Change-101,909 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 89,796
Change-89,796 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 89,149
Change-89,149 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 84,467
Change-84,467 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 84,255
Change-84,255 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 82,790
Change-82,790 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 81,357
Change-81,357 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 77,337
Change-77,337 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 75,815
Change-75,815 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 74,750
Change-74,750 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 66,372
Change-66,372 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 64,017
Change-64,017 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 58,956
Change-58,956 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 50,134
Change-50,134 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 48,896
Change-48,896 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 46,523
Change-46,523 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 41,264
Change-41,264 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 40,595
Change-40,595 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 38,800
Change-38,800 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 37,434
Change-37,434 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 37,104
Change-37,104 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 29,847
Change-29,847 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 28,170
Change-28,170 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,098
Change-28,098 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,947
Change-26,947 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 25,983
Change-25,983 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,031
Change-25,031 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 23,399
Change-23,399 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,644
Change-22,644 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 22,111
Change-22,111 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 18,125
Change-18,125 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,396
Change-14,396 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,642
Change-13,642 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,332
Change-13,332 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 12,572
Change-12,572 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 10,914
Change-10,914 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,607
Change-9,607 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 718
Change-718 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 717
Change-717 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 15
Change-15 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LVZ, Inc.
INCREASED3,253,6463,242,759+10,887+0%$67.6M$64.2M-$3.4M2026-10-20
Kestra Advisory Services, LLC
INCREASED1,758,7411,731,816+26,925+2%$36.1M$34.7M-$1.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED1,536,4171,525,720+10,697+1%$31.8M$30.3M-$1.5M2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED1,352,6711,239,068+113,603+9%$25.8M$26.7M+$861.0K2026-10-16
Centennial Wealth Advisory LLC
DECREASED1,331,9921,418,530-86,538-6%$29.6M$26.3M-$3.3M2026-10-16
Prospera Financial Services Inc
INCREASED1,091,935954,758+137,177+14%$19.9M$22.0M+$2.1M2026-11-04
Wealth Intelligence, LLC
INCREASED903,374895,036+8,338+1%$18.7M$17.8M-$833.4K2026-10-16
First Heartland Consultants, Inc.
DECREASED830,038991,947-161,909-16%$20.7M$16.4M-$4.3M2026-10-08
Commonwealth Equity Services, LLC
INCREASED823,290822,954+336+0%$17.2M$16.3M-$911.0K2026-11-02
Assetmark, Inc
INCREASED808,579743,446+65,133+9%$15.5M$16.0M+$456.8K2026-10-21
Consolidated Capital Management, LLC
INCREASED800,764787,315+13,449+2%$16.4M$15.8M-$612.4K2026-10-13
Summit Wealth Group LLC / Co
INCREASED557,894512,764+45,130+9%$10.7M$11.0M+$319.1K2026-10-29
Bank of New York Mellon Corp
DECREASED510,853524,977-14,124-3%$10.9M$10.1M-$864.2K2026-11-05
MGO One Seven LLC
INCREASED497,054488,930+8,124+2%$10.2M$9.8M-$384.8K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED485,331409,143+76,188+19%$8.5M$9.6M+$1.0M2026-10-16
Independent Financial Group, LLC
INCREASED466,596406,263+60,333+15%$8.5M$9.2M+$738.0K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED431,950806,567-374,617-46%$16.8M$8.5M-$8.3M2026-11-05
Dynamic Advisor Solutions LLC
DECREASED426,077436,038-9,961-2%$9.1M$8.4M-$682.8K2026-10-13
Sigma Planning Corp
INCREASED404,542353,922+50,620+14%$7.4M$8.0M+$604.6K2026-10-23
Wagner Wealth Management, Corp
INCREASED377,254352,867+24,387+7%$7.4M$7.4M+$88.0K2026-10-20
APS Management Group, Inc.
DECREASED368,141553,470-185,329-33%$11.5M$7.3M-$4.3M2026-10-14
IFP Advisors, Inc
INCREASED339,981332,441+7,540+2%$6.9M$6.7M-$221.8K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED294,637235,889+58,748+25%$4.9M$5.8M+$896.7K2026-10-30
Aureum Wealth Management, LLC
INCREASED286,903259,086+27,817+11%$5.4M$5.7M+$260.2K2026-10-15
Park Avenue Securities LLC
INCREASED252,606249,548+3,058+1%$5.2M$5.0M-$218.0K2026-10-26
Acorn Wealth Advisors, LLC
INCREASED231,114208,786+22,328+11%$4.4M$4.6M+$208.0K2026-10-19
Iams Wealth Management, LLC
DECREASED205,060393,102-188,042-48%$8.2M$4.0M-$4.2M2026-10-15
Farther Finance Advisors, LLC
DECREASED195,697206,317-10,620-5%$4.3M$3.9M-$439.7K2026-10-08
HBW Advisory Services LLC
DECREASED190,660506,037-315,377-62%$10.6M$3.8M-$6.8M2026-10-15
Avior Wealth Management, LLC
DECREASED189,424197,652-8,228-4%$4.1M$3.7M-$382.8K2026-10-13
Philip James Wealth Mangement, LLC
DECREASED177,478178,704-1,226-1%$3.7M$3.5M-$223.5K2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED175,110170,836+4,274+3%$3.6M$3.5M-$106.1K2026-10-20
Atria Investments, Inc
INCREASED170,960168,379+2,581+2%$3.5M$3.4M-$136.8K2026-10-15
Pacific Excel Wealth Advisors, Inc.
NEW169,352—+169,352——$3.4M—2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED169,154165,810+3,344+2%$3.5M$3.3M-$118.9K2026-11-03
RFG Advisory, LLC
INCREASED168,336125,602+42,734+34%$2.6M$3.3M+$703.5K2026-11-03
BAM Wealth Management, LLC
INCREASED144,038122,689+21,349+17%$2.6M$2.8M+$284.6K2026-10-15
Accurate Wealth Management, LLC
INCREASED110,623102,534+8,089+8%$2.1M$2.2M+$70.3K2026-10-20
D.A. Davidson & Co.
NEW107,938—+107,938——$2.1M—2026-10-28
Spire Wealth Management
DECREASED106,727112,996-6,269-6%$2.4M$2.1M-$249.7K2026-10-30
Perigon Wealth Management, LLC
INCREASED99,49890,100+9,398+10%$1.9M$2.0M+$85.1K2026-10-22
Altium Investment Strategies LLC
UNCHANGED79,34779,34700%$1.6M$1.6M-$69.8K2026-10-20
Asset Allocation Strategies LLC
INCREASED71,11864,284+6,834+11%$1.3M$1.4M+$63.2K2026-10-20
PKS Advisory Services, LLC
UNCHANGED68,83868,83800%$1.4M$1.4M$02026-10-26
Silver Grove Financial Group, Inc.
INCREASED65,28062,700+2,580+4%$1.3M$1.3M-$19.0K2026-11-05
Gilpin Wealth Management, LLC
INCREASED65,18254,875+10,307+19%$1.1M$1.3M+$142.3K2026-10-09
Apollon Wealth Management, LLC
INCREASED60,88960,162+727+1%$1.3M$1.2M-$52.7K2026-10-23
Titleist Asset Management, LLC
NEW53,809—+53,809——$1.1M—2026-10-08
Strategic Blueprint, LLC
INCREASED53,34230,722+22,620+74%$640.7K$1.1M+$412.3K2026-10-22
TradeWell Securities, Llc.
INCREASED51,73226,703+25,029+94%$556.9K$1.0M+$464.3K2026-10-21
Integrity Alliance, Llc.
INCREASED51,68232,098+19,584+61%$669.4K$1.0M+$350.8K2026-10-29
Truist Financial Corp
INCREASED50,66620,308+30,358+149%$423.5K$1.0M+$576.6K2026-10-30
Signature Equity Partners, LLC
INCREASED49,4363,124+46,312+1482%$65.2K$975.9K+$910.7K2026-10-29
Americana Partners, LLC
INCREASED48,49147,932+559+1%$999.6K$957.2K-$42.4K2026-10-28
Keystone Wealth Services, LLC
INCREASED46,74344,769+1,974+4%$933.7K$924.1K-$9.6K2026-11-03
Private Client Services, LLC
INCREASED46,55037,716+8,834+23%$786.6K$918.9K+$132.3K2026-10-02
Novem Group
INCREASED41,31434,364+6,950+20%$716.7K$815.5K+$98.9K2026-10-19
Arwa LLC
NEW40,522—+40,522——$804.4K—2026-10-21
Brookstone Capital Management
DECREASED39,99452,075-12,081-23%$1.1M$789.5K-$296.6K2026-10-22
Omnitrust Wealth Management, Inc
NEW36,291—+36,291——$716.4K—2026-11-02
Ignite Planners, LLC
NEW33,471—+33,471——$678.0K—2026-10-14
Oppenheimer & Co Inc
DECREASED31,99934,969-2,970-8%$729.3K$631.7K-$97.6K2026-10-26
Tucker Asset Management LLC
INCREASED28,77026,164+2,606+10%$545.7K$567.9K+$22.3K2026-10-29
Maia Wealth LLC
DECREASED27,52631,770-4,244-13%$662.6K$543.4K-$119.2K2026-10-19
BlueChip Wealth Advisors LLC
UNCHANGED27,35227,35200%$570.4K$539.9K-$30.5K2026-11-03
Cullen T Bankers, Inc.
INCREASED26,32113,253+13,068+99%$276.4K$519.6K+$243.2K2026-10-28
Private Trust Co NA
INCREASED25,36718,377+6,990+38%$383.3K$500.7K+$117.5K2026-10-20
Kestra Investment Management, LLC
INCREASED22,62222,284+338+2%$464.7K$446.6K-$18.2K2026-11-04
Rossby Financial, LCC
INCREASED20,88320,800+83+0%$433.8K$412.2K-$21.6K2026-11-05
TrueWealth Advisors, LLC
INCREASED18,43617,481+955+5%$364.6K$363.9K-$6392026-10-09
Simplicity Wealth,LLC
DECREASED16,28416,311-270%$340.2K$321.4K-$18.7K2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED16,18715,319+868+6%$319.5K$319.5K+$532026-10-16
Gaddis Premier Wealth Advisors LLC
NEW15,749—+15,749——$310.9K—2026-10-29
StoneX Group Inc.
NEW13,849—+13,849——$281.1K—2026-11-03
Ascent Group, LLC
INCREASED13,66812,012+1,656+14%$250.5K$269.8K+$19.3K2026-10-30
Boyer Financial Services, Inc.
NEW13,451—+13,451——$265.5K—2026-10-23
EdgeRock Capital LLC
INCREASED11,60411,471+133+1%$239.2K$229.1K-$10.2K2026-11-03
Adelphi Trust Co
NEW11,123—+11,123——$219.6K—2026-10-05
Wedbush Securities Inc
NEW10,678—+10,678——$211.0K—2026-10-22
Able Financial Group, LLC
INCREASED10,5589,624+934+10%$200.7K$208.4K+$7.7K2026-10-14
Crusonia Wealth Advisors LLC
NEW10,437—+10,437——$206.0K—2026-10-26
Worth Financial Advisory Group, LLC
INCREASED10,0569,913+143+1%$206.7K$198.5K-$8.2K2026-10-19
Creative Financial Designs Inc
INCREASED9,7311,786+7,945+445%$37.2K$192.1K+$154.8K2026-11-04
Fifth Third Bancorp
INCREASED7,4797,031+448+6%$146.6K$147.6K+$1.0K2026-11-05
Raleigh Capital Management Inc.
DECREASED5,6577,882-2,225-28%$164.4K$111.7K-$52.7K2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED5,6135,61300%$117.1K$110.8K-$6.3K2026-10-28
Golden State Wealth Management, LLC
DECREASED4,6735,789-1,116-19%$120.7K$92.3K-$28.5K2026-11-02
GK Wealth Management LLC
NEW4,318—+4,318——$85.2K—2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED3,6393,570+69+2%$74.5K$71.8K-$2.6K2026-11-02
Compass Financial Management LLC
INCREASED3,3731,268+2,105+166%$26.4K$66.6K+$40.1K2026-10-30
Lanark Financial, Inc.
UNCHANGED1,5631,56300%$32.6K$30.9K-$1.7K2026-10-26
Buck Wealth Strategies, LLC
INCREASED1,4941,467+27+2%$30.6K$29.5K-$1.1K2026-10-28
Ascentis Wealth Management, LLC
INCREASED1,2661,251+15+1%$26.1K$25.0K-$1.1K2026-11-03
American National Bank & Trust
UNCHANGED38338300%$8.0K$7.6K-$4272026-10-07
Ascentis Independent Advisors
NEW299—+299——$5.9K—2026-11-03
CX Institutional
NEW227—+227——$4—2026-10-02
Lloyd Advisory Services, Llc.
INCREASED158152+6+4%$3.2K$3.1K-$622026-11-02
Evolution Wealth Management Inc.
DECREASED140170-30-18%$3.5K$2.8K-$7812026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED12612600%$2.6K$2.5K-$1392026-10-30
SBI Securities Co., Ltd.
UNCHANGED1100%$21$20-$12026-10-22
Ferguson Shapiro LLC
CLOSED0129,362-129,362-100%$2.7M$0-$2.7M2026-10-16
Providence First Trust Co
CLOSED097,322-97,322-100%$2.0M$0-$2.0M2026-11-02
Torren Management, LLC
CLOSED02,091-2,091-100%$43.6K$0-$43.6K2026-10-29
International Assets Investment Management, LLC
CLOSED01,358-1,358-100%$28.3K$0-$28.3K2026-11-02
LFA - Lugano Financial Advisors SA
CLOSED01,013-1,013-100%$21.1K$0-$21.1K2026-11-03
Blue Trust, Inc.
CLOSED095-95-100%$2.0K$0-$2.0K2026-10-15
LPL Financial LLC
N/A—17,077,917-17,077,917-100%$356.2M———
Morgan Stanley
N/A—7,496,453-7,496,453-100%$156.3M———
Envestnet Asset Management Inc
N/A—5,042,795-5,042,795-100%$105.2M———
Cetera Investment Advisers
N/A—3,042,593-3,042,593-100%$63.5M———
Bouchey Financial Group, Ltd.
N/A—2,928,857-2,928,857-100%$61.1M———
Harbour Investments, Inc.
N/A—2,873,314-2,873,314-100%$59.9M———
Stifel Financial Corp
N/A—2,676,194-2,676,194-100%$55.8M———
Kintra Wealth, LLC
N/A—2,224,625-2,224,625-100%$45.9M———
Raymond James Financial Inc
N/A—2,169,661-2,169,661-100%$45.2M———
Stephens Inc
N/A—2,004,030-2,004,030-100%$41.8M———
&partners
N/A—1,713,166-1,713,166-100%$35.7M———
Royal Bank of Canada
N/A—1,537,298-1,537,298-100%$32.1M———
Osaic Holdings, Inc.
N/A—1,507,578-1,507,578-100%$31.4M———
Seascape Capital Management
N/A—1,473,238-1,473,238-100%$30.7M———
First Trust Advisors LP
N/A—1,390,006-1,390,006-100%$29.0M———
Benjamin Edwards Inc
N/A—1,237,110-1,237,110-100%$25.8M———
Pine Valley Investments Ltd Liability Co
N/A—1,204,179-1,204,179-100%$25.1M———
Janney Montgomery Scott LLC
N/A—1,153,269-1,153,269-100%$24.1M———
Private Advisor Group, LLC
N/A—1,133,034-1,133,034-100%$23.6M———
NewEdge Advisors, LLC
N/A—865,944-865,944-100%$18.1M———
Vestmark Advisory Solutions, Inc.
N/A—805,157-805,157-100%$16.8M———
Arax Advisory Partners
N/A—660,774-660,774-100%$13.8M———
Equitable Holdings, Inc.
N/A—587,049-587,049-100%$12.2M———
Mach-1 Financial Group, LLC
N/A—544,300-544,300-100%$11.4M———
Orion Porfolio Solutions, LLC
N/A—424,100-424,100-100%$8.8M———
SageGuard Financial Group, LLC
N/A—415,207-415,207-100%$8.7M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—395,051-395,051-100%$8.2M———
FSB Premier Wealth Management, Inc.
N/A—383,230-383,230-100%$8.0M———
IHT Wealth Management, LLC
N/A—361,995-361,995-100%$7.5M———
Gateway Wealth Partners, LLC
N/A—344,495-344,495-100%$7.2M———
Rockefeller Capital Management L.P.
N/A—310,804-310,804-100%$6.5M———
Brendel Financial Advisors LLC
N/A—270,749-270,749-100%$5.6M———
Sanctuary Advisors, LLC
N/A—246,781-246,781-100%$5.1M———
Sun Financial Inc
N/A—245,184-245,184-100%$5.0M———
Snowden Capital Advisors LLC
N/A—242,624-242,624-100%$5.1M———
Kovack Advisors, Inc.
N/A—236,866-236,866-100%$4.9M———
Integrated Wealth Concepts LLC
N/A—206,711-206,711-100%$4.3M———
Blackhawk Capital Partners, LLC
N/A—156,745-156,745-100%$3.3M———
Envestnet Portfolio Solutions, Inc.
N/A—145,410-145,410-100%$3.0M———
NewEdge Wealth, LLC
N/A—142,922-142,922-100%$3.0M———
Kingsview Wealth Management, LLC
N/A—141,034-141,034-100%$2.9M———
Summit Financial, LLC
N/A—130,295-130,295-100%$2.7M———
Arkadios Wealth Advisors
N/A—119,800-119,800-100%$2.5M———
Coppell Advisory Solutions LLC
N/A—117,703-117,703-100%$9.2K———
MML Investors Services, LLC
N/A—111,439-111,439-100%$2.3M———
Citadel Advisors LLC
N/A—110,137-110,137-100%$2.3M———
Goldman Sachs Group Inc
N/A—109,853-109,853-100%$2.3M———
Per Stirling Capital Management, Llc.
N/A—101,909-101,909-100%$2.1M———
Global Retirement Partners, LLC
N/A—89,796-89,796-100%$1.9M———
AE Wealth Management LLC
N/A—89,149-89,149-100%$1.9M———
Composition Wealth, LLC
N/A—84,467-84,467-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—84,255-84,255-100%$1.8M———
Pinnacle Family Advisors, LLC
N/A—82,790-82,790-100%$1.7M———
Crux Wealth Advisors
N/A—81,357-81,357-100%$1.7M———
Transcend Capital Advisors, LLC
N/A—77,337-77,337-100%$1.6M———
IFG Advisory, LLC
N/A—75,815-75,815-100%$1.6M———
OneAscent Wealth Management LLC
N/A—74,750-74,750-100%$1.6M———
Flow Traders U.S. LLC
N/A—66,372-66,372-100%$1.4M———
Quadrature Capital Ltd
N/A—64,017-64,017-100%$1.3M———
Nova Wealth Management, Inc.
N/A—58,956-58,956-100%$1.2M———
World Investment Advisors
N/A—50,134-50,134-100%$1.0M———
Medallion Wealth Advisors, LLC
N/A—48,896-48,896-100%$1.0M———
Impact Partnership Wealth, LLC
N/A—46,523-46,523-100%$970.2K———
Gentry Private Wealth, LLC
N/A—41,264-41,264-100%$860.6K———
GeoWealth Management, LLC
N/A—40,595-40,595-100%$846.6K———
Calton & Associates, Inc.
N/A—38,800-38,800-100%$809.2K———
OneAscent Financial Services LLC
N/A—37,434-37,434-100%$780.7K———
Silver OAK Securities, Incorporated
N/A—37,104-37,104-100%$773.8K———
Faithward Advisors, LLC
N/A—29,847-29,847-100%$622.5K———
Mutual Advisors, LLC
N/A—28,829-28,829-100%$601.2K———
Sequent Planning LLC
N/A—28,170-28,170-100%$587.5K———
Savvy Advisors, Inc.
N/A—28,098-28,098-100%$586.0K———
Betterment LLC
N/A—26,947-26,947-100%$562.0K———
HighTower Advisors, LLC
N/A—25,983-25,983-100%$541.9K———
Principal Securities, Inc.
N/A—25,031-25,031-100%$522.0K———
Ausdal Financial Partners, Inc.
N/A—23,399-23,399-100%$488.0K———
BFC Planning, Inc.
N/A—22,644-22,644-100%$472.2K———
Synergy Investment Management, LLC
N/A—22,111-22,111-100%$461.1K———
Harvest Investment Services, LLC
N/A—18,125-18,125-100%$378.0K———
LaSalle St. Investment Advisors, LLC
N/A—14,396-14,396-100%$300.2K———
Ameritas Advisory Services, LLC
N/A—13,642-13,642-100%$284.5K———
Legacy Wealth Managment, LLC
N/A—13,567-13,567-100%$282.9K———
CreativeOne Wealth, LLC
N/A—13,332-13,332-100%$278.0K———
KKM Financial LLC
N/A—12,572-12,572-100%$262.2K———
Keystone Financial Services
N/A—10,914-10,914-100%$227.6K———
Zacks Investment Management
N/A—10,630-10,630-100%$221.7K———
Maridea Wealth Management LLC
N/A—9,607-9,607-100%$200.3K———
Geneos Wealth Management Inc.
N/A—6,436-6,436-100%$134.3K———
Topsail Wealth Management, LLC
N/A—5,335-5,335-100%$111.3K———
Qube Research & Technologies Ltd
N/A—4,347-4,347-100%$90.7K———
Fiduciary Financial Advisors
N/A—2,947-2,947-100%$61.5K———
Whittier Trust Co of Nevada Inc
N/A—2,038-2,038-100%$42.2K———
Ameriflex Group, Inc.
N/A—1,137-1,137-100%$23.7K———
NI Acquisitions Company, LLC
N/A—1,127-1,127-100%$1.2M———
Basepoint Wealth LLC
N/A—973-973-100%$20.3K———
Mpwm Advisory Solutions, LLC
N/A—904-904-100%$18.9K———
Jones Financial Companies Lllp
N/A—718-718-100%$15.0K———
Huntington National Bank
N/A—717-717-100%$15.0K———
Steward Partners Investment Advisory, LLC
N/A—551-551-100%$11.5K———
O'shaughnessy Asset Management, LLC
N/A—542-542-100%$11.3K———
Smartleaf Asset Management LLC
N/A—57-57-100%$1.2K———
Strive Financial Group,LLC
N/A—38-38-100%$792———
BNP Paribas Financial Markets
N/A—15-15-100%$313———
Wells Fargo & Company
N/A—1-1-100%$28———
Showing 210 of 210 institutions