Fthi T Trust Exchange-Tr (FTHI)

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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D.A. Davidson & Co.

INCREASED

Shares3,305,496 from 3,126,282

Change+179,214 (+6%)

Value$78.0M (+$3.4M)

Filed 2026-10-28

Ergawealth Advisors, Inc.

INCREASED

Shares2,721,331 from 2,649,267

Change+72,064 (+3%)

Value$64.2M (+$1.0M)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares1,842,874 from 1,981,125

Change-138,251 (-7%)

Value$43.5M (-$3.8M)

Filed 2026-11-02

Elevation Point Wealth Partners, LLC

INCREASED

Shares990,100 from 36,353

Change+953,747 (+2624%)

Value$23.4M (+$22.5M)

Filed 2026-11-05

Advisor OS, LLC

INCREASED

Shares482,586 from 440,389

Change+42,197 (+10%)

Value$11.4M (+$880.9K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares454,615 from 221,026

Change+233,589 (+106%)

Value$10.7M (+$5.5M)

Filed 2026-10-08

HUB Investment Partners, LLC

INCREASED

Shares415,182 from 412,413

Change+2,769 (+1%)

Value$9.8M (-$41.9K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares388,647 from 533,809

Change-145,162 (-27%)

Value$9.2M (-$3.6M)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares365,630 from 244,991

Change+120,639 (+49%)

Value$8.6M (+$2.8M)

Filed 2026-11-02

ARQ Wealth Advisors, LLC

INCREASED

Shares365,397 from 341,988

Change+23,409 (+7%)

Value$8.6M (+$466.7K)

Filed 2026-10-29

Archer Investment Corp

INCREASED

Shares324,409 from 256,019

Change+68,390 (+27%)

Value$7.7M (+$1.5M)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares298,104 from 285,468

Change+12,636 (+4%)

Value$7.0M (+$223.9K)

Filed 2026-10-30

Cooper Financial Group

INCREASED

Shares283,433 from 258,359

Change+25,074 (+10%)

Value$6.7M (+$524.3K)

Filed 2026-10-07

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares259,251 from 219,137

Change+40,114 (+18%)

Value$6.2M (+$952.2K)

Filed 2026-10-13

Integrity Wealth Partners, LLC

NEW

Shares253,694

Change+253,694

Value$6.0M

Filed 2026-10-14

RFG Advisory, LLC

INCREASED

Shares233,355 from 188,692

Change+44,663 (+24%)

Value$5.5M (+$1.0M)

Filed 2026-11-03

Chicago Partners Investment Group LLC

INCREASED

Shares231,214 from 214,232

Change+16,982 (+8%)

Value$5.4M (+$317.1K)

Filed 2026-10-27

Elevation Wealth Partners, LLC

INCREASED

Shares208,256 from 206,649

Change+1,607 (+1%)

Value$4.9M (-$15.8K)

Filed 2026-10-07

Foresight Capital Management Advisors, Inc.

DECREASED

Shares195,627 from 211,875

Change-16,248 (-8%)

Value$4.6M (-$438.4K)

Filed 2026-10-27

Prospera Financial Services Inc

INCREASED

Shares182,900 from 143,199

Change+39,701 (+28%)

Value$4.3M (+$844.4K)

Filed 2026-11-04

Independent Financial Group, LLC

DECREASED

Shares178,362 from 194,932

Change-16,570 (-8%)

Value$4.2M (-$441.6K)

Filed 2026-10-13

Arwa LLC

INCREASED

Shares171,902 from 117,013

Change+54,889 (+47%)

Value$4.1M (+$1.3M)

Filed 2026-10-21

Concurrent Investment Advisors, LLC

INCREASED

Shares171,580 from 165,981

Change+5,599 (+3%)

Value$4.0M (+$88.9K)

Filed 2026-10-16

Merkkuri Wealth Advisors LLC

INCREASED

Shares133,880 from 126,660

Change+7,220 (+6%)

Value$3.2M (+$137.4K)

Filed 2026-11-03

Capital Investment Advisory Services, LLC

INCREASED

Shares127,618 from 124,634

Change+2,984 (+2%)

Value$3.0M (+$38.1K)

Filed 2026-10-30

US Bancorp \de\

DECREASED

Shares125,269 from 127,503

Change-2,234 (-2%)

Value$3.0M (-$86.1K)

Filed 2026-11-05

Avior Wealth Management, LLC

INCREASED

Shares125,024 from 109,429

Change+15,595 (+14%)

Value$2.9M (+$339.4K)

Filed 2026-10-13

Etesian Wealth Advisors, Inc.

INCREASED

Shares121,534 from 90,720

Change+30,814 (+34%)

Value$2.9M (+$703.3K)

Filed 2026-10-27

Mission Financial Group, LLC

INCREASED

Shares108,140 from 104,577

Change+3,563 (+3%)

Value$2.6M (+$56.9K)

Filed 2026-10-21

RiverTree Advisors, LLC

DECREASED

Shares99,913 from 253,238

Change-153,325 (-61%)

Value$2.4M (-$3.7M)

Filed 2026-10-13

Kingswood Wealth Advisors, LLC

INCREASED

Shares97,871 from 92,823

Change+5,048 (+5%)

Value$2.3M (+$94.9K)

Filed 2026-10-23

Brookstone Capital Management

DECREASED

Shares85,020 from 85,472

Change-452 (-1%)

Value$2.0M (-$32.9K)

Filed 2026-10-22

Davidson Trust Co

INCREASED

Shares82,855 from 82,671

Change+184 (+0%)

Value$2.0M (-$17.1K)

Filed 2026-10-09

Cornerstone Wealth Management, LLC

INCREASED

Shares80,589 from 69,901

Change+10,688 (+15%)

Value$1.9M (+$234.0K)

Filed 2026-11-04

Fermata Advisors, LLC

INCREASED

Shares71,675 from 69,541

Change+2,134 (+3%)

Value$1.7M (+$32.3K)

Filed 2026-10-13

Triumph Capital Management

INCREASED

Shares70,934 from 67,475

Change+3,459 (+5%)

Value$1.7M (+$64.1K)

Filed 2026-10-14

Anchor Capital Management Group Inc

UNCHANGED

Shares67,000 from 67,000

Change0 (0%)

Value$1.6M (-$17.4K)

Filed 2026-11-02

LVZ, Inc.

INCREASED

Shares66,976 from 66,922

Change+54 (+0%)

Value$1.6M (-$16.1K)

Filed 2026-10-20

Nations Financial Group Inc,

DECREASED

Shares66,618 from 67,316

Change-698 (-1%)

Value$1.6M (-$34.0K)

Filed 2026-11-05

International Assets Investment Management, LLC

INCREASED

Shares66,441 from 52,842

Change+13,599 (+26%)

Value$1.6M (+$315.1K)

Filed 2026-11-02

CoreCap Advisors, LLC

INCREASED

Shares65,404 from 63,195

Change+2,209 (+4%)

Value$1.5M (+$35.7K)

Filed 2026-10-08

Balboa Wealth Partners

INCREASED

Shares63,780 from 59,607

Change+4,173 (+7%)

Value$1.5M (+$82.9K)

Filed 2026-10-20

Sigma Planning Corp

INCREASED

Shares61,921 from 60,324

Change+1,597 (+3%)

Value$1.5M (+$22.0K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares57,319 from 28,171

Change+29,148 (+103%)

Value$1.4M (+$680.3K)

Filed 2026-10-16

Goldenstone Wealth Management LLC

INCREASED

Shares55,856 from 27,430

Change+28,426 (+104%)

Value$1.3M (+$663.4K)

Filed 2026-11-04

Quad-Cities Investment Group, LLC

INCREASED

Shares53,671 from 53,434

Change+237 (+0%)

Value$1.3M (-$8.3K)

Filed 2026-10-16

American Institute for Advanced Investment Management, LLP

DECREASED

Shares51,515 from 52,115

Change-600 (-1%)

Value$1.3M (-$31.6K)

Filed 2026-11-03

Signature Equity Partners, LLC

INCREASED

Shares49,188 from 48,657

Change+531 (+1%)

Value$1.2M (-$136)

Filed 2026-10-29

J.W. Cole Advisors, Inc.

INCREASED

Shares48,307 from 40,811

Change+7,496 (+18%)

Value$1.1M (+$166.2K)

Filed 2026-11-05

Oppenheimer & Co Inc

DECREASED

Shares47,238 from 50,922

Change-3,684 (-7%)

Value$1.1M (-$100.1K)

Filed 2026-10-26

Accel Wealth Management

DECREASED

Shares46,961 from 47,001

Change-40 (0%)

Value$1.1M (-$13.2K)

Filed 2026-10-13

Elevation Wealth Management LLC

INCREASED

Shares45,650 from 45,579

Change+71 (+0%)

Value$1.1M (-$10.2K)

Filed 2026-11-02

Alessandra Capital Management, LLC

INCREASED

Shares45,445 from 34,125

Change+11,320 (+33%)

Value$1.1M (+$258.2K)

Filed 2026-10-30

Kestra Private Wealth Services, LLC

INCREASED

Shares40,473 from 39,189

Change+1,284 (+3%)

Value$954.8K (+$20.1K)

Filed 2026-10-30

Southland Equity Partners LLC

INCREASED

Shares39,753 from 36,210

Change+3,543 (+10%)

Value$937.8K (+$74.2K)

Filed 2026-10-14

Flagship Harbor Advisors, LLC

NEW

Shares37,944

Change+37,944

Value$895.1K

Filed 2026-10-26

Golden State Wealth Management, LLC

DECREASED

Shares36,030 from 37,388

Change-1,358 (-4%)

Value$849.9K (-$41.8K)

Filed 2026-11-02

PMG Family Office LLC

INCREASED

Shares31,786 from 30,713

Change+1,073 (+3%)

Value$749.8K (+$17.3K)

Filed 2026-10-19

Private Client Services, LLC

INCREASED

Shares31,291 from 26,704

Change+4,587 (+17%)

Value$738.2K (+$101.3K)

Filed 2026-10-02

Adamsbrown Wealth Consultants LLC

INCREASED

Shares30,514 from 27,180

Change+3,334 (+12%)

Value$719.8K (+$71.6K)

Filed 2026-10-20

Puff Wealth Management, LLC

DECREASED

Shares29,144 from 35,852

Change-6,708 (-19%)

Value$687.5K (-$167.6K)

Filed 2026-10-07

Independent Wealth Network Inc.

INCREASED

Shares28,160 from 27,330

Change+830 (+3%)

Value$664.3K (+$12.5K)

Filed 2026-10-19

Integrity Alliance, Llc.

NEW

Shares28,083

Change+28,083

Value$662.5K

Filed 2026-10-29

Core Wealth Partners LLC

DECREASED

Shares26,973 from 27,178

Change-205 (-1%)

Value$636.3K (-$11.9K)

Filed 2026-11-02

Asset Allocation Strategies LLC

INCREASED

Shares26,523 from 18,477

Change+8,046 (+44%)

Value$625.7K (+$185.0K)

Filed 2026-10-20

Novem Group

DECREASED

Shares23,028 from 23,050

Change-22 (0%)

Value$543.2K (-$6.5K)

Filed 2026-10-19

Main Line Retirement Advisors, LLC

UNCHANGED

Shares20,900 from 20,900

Change0 (0%)

Value$493.0K (-$5.4K)

Filed 2026-10-14

Langley Wealth Management, LLC

INCREASED

Shares20,848 from 20,086

Change+762 (+4%)

Value$491.8K (+$12.8K)

Filed 2026-11-04

Sovran Advisors, LLC

DECREASED

Shares20,752 from 25,412

Change-4,660 (-18%)

Value$489.8K (-$108.9K)

Filed 2026-11-02

Insight Advisors, LLC/ PA

DECREASED

Shares20,136 from 20,440

Change-304 (-1%)

Value$475.0K (-$12.5K)

Filed 2026-10-22

Wesbanco Bank Inc

DECREASED

Shares19,739 from 30,039

Change-10,300 (-34%)

Value$465.6K (-$250.8K)

Filed 2026-11-04

Signature Estate & Investment Advisors LLC

INCREASED

Shares19,719 from 19,007

Change+712 (+4%)

Value$465.2K (+$11.9K)

Filed 2026-10-13

Cyndeo Wealth Partners, LLC

INCREASED

Shares19,102 from 17,821

Change+1,281 (+7%)

Value$450.6K (+$25.6K)

Filed 2026-10-16

Advisory Advocates, LLC

INCREASED

Shares17,100 from 16,800

Change+300 (+2%)

Value$403.4K (+$2.7K)

Filed 2026-11-05

Castle Rock Wealth Management, LLC

INCREASED

Shares16,434 from 14,050

Change+2,384 (+17%)

Value$393.4K (+$60.3K)

Filed 2026-10-09

StoneX Group Inc.

UNCHANGED

Shares16,179 from 16,179

Change0 (0%)

Value$381.7K (-$4.2K)

Filed 2026-11-03

Treasure Coast Financial Planning

DECREASED

Shares15,501 from 16,754

Change-1,253 (-7%)

Value$365.7K (-$33.9K)

Filed 2026-11-03

Clear Creek Financial Management, LLC

DECREASED

Shares15,062 from 24,308

Change-9,246 (-38%)

Value$355.3K (-$224.4K)

Filed 2026-10-28

Redmond Asset Management, LLC

DECREASED

Shares14,357 from 16,989

Change-2,632 (-15%)

Value$338.7K (-$66.5K)

Filed 2026-10-27

Insight Wealth Strategies, LLC

INCREASED

Shares14,256 from 14,083

Change+173 (+1%)

Value$336.3K (+$2.4K)

Filed 2026-10-09

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares13,600 from 12,662

Change+938 (+7%)

Value$320.8K (+$18.8K)

Filed 2026-10-14

TrueWealth Advisors, LLC

INCREASED

Shares13,248 from 11,136

Change+2,112 (+19%)

Value$312.5K (+$46.9K)

Filed 2026-10-09

Thrivent Financial for Lutherans

INCREASED

Shares12,243 from 12,233

Change+10 (+0%)

Value$289.0K (-$3.0K)

Filed 2026-11-05

Ignite Planners, LLC

UNCHANGED

Shares12,050 from 12,050

Change0 (0%)

Value$284.3K (-$3.1K)

Filed 2026-10-14

Richmond Investment Services, LLC

INCREASED

Shares12,043 from 11,952

Change+91 (+1%)

Value$284.1K (-$962)

Filed 2026-10-29

Private Trust Co NA

UNCHANGED

Shares11,353 from 11,353

Change0 (0%)

Value$267.8K (-$3.0K)

Filed 2026-10-20

Valley Brook Capital Group, Inc.

INCREASED

Shares11,326 from 11,295

Change+31 (+0%)

Value$267.2K (-$2.2K)

Filed 2026-10-26

IMG Wealth Management, Inc.

UNCHANGED

Shares10,932 from 10,932

Change0 (0%)

Value$257.9K (-$2.8K)

Filed 2026-10-27

Aurora Private Wealth, Inc.

INCREASED

Shares10,813 from 10,576

Change+237 (+2%)

Value$255.0K (+$3.0K)

Filed 2026-10-20

Wealthcare Advisory Partners LLC

INCREASED

Shares10,436 from 10,427

Change+9 (+0%)

Value$246.2K (-$2.5K)

Filed 2026-10-21

Total Clarity Wealth Management, Inc.

INCREASED

Shares10,279 from 10,241

Change+38 (+0%)

Value$242.5K (-$1.8K)

Filed 2026-10-26

Ferguson Shapiro LLC

INCREASED

Shares10,257 from 10,027

Change+230 (+2%)

Value$242.0K (+$2.8K)

Filed 2026-10-16

PFG Advisors

DECREASED

Shares10,026 from 11,664

Change-1,638 (-14%)

Value$236.5K (-$41.7K)

Filed 2026-10-16

BlueChip Wealth Advisors LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$235.9K (-$2.6K)

Filed 2026-11-03

United Advisor Group, LLC

NEW

Shares9,668

Change+9,668

Value$228.1K

Filed 2026-11-03

Accurate Wealth Management, LLC

NEW

Shares9,269

Change+9,269

Value$222.1K

Filed 2026-10-20

MBE Wealth Management, LLC

NEW

Shares9,157

Change+9,157

Value$216.0K

Filed 2026-10-26

Rooted Wealth Advisors, Inc.

UNCHANGED

Shares8,443 from 8,443

Change0 (0%)

Value$201.4K ($0)

Filed 2026-11-03

SYM Financial Corp

NEW

Shares7,000

Change+7,000

Value$165.1K

Filed 2026-10-26

Fifth Third Bancorp

INCREASED

Shares5,802 from 3,112

Change+2,690 (+86%)

Value$136.9K (+$62.6K)

Filed 2026-11-05

Harbor Investment Advisory, LLC

NEW

Shares5,767

Change+5,767

Value$136.0K

Filed 2026-10-13

James T. Borello RIA

NEW

Shares5,756

Change+5,756

Value$135.8K

Filed 2026-10-16

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares5,749 from 12,593

Change-6,844 (-54%)

Value$135.6K (-$164.7K)

Filed 2026-10-14

Ashton Thomas Private Wealth, LLC

INCREASED

Shares5,606 from 4,079

Change+1,527 (+37%)

Value$132.2K (+$35.0K)

Filed 2026-11-03

Rossby Financial, LCC

NEW

Shares4,046

Change+4,046

Value$95.5K

Filed 2026-11-05

Gilpin Wealth Management, LLC

INCREASED

Shares3,060 from 2,879

Change+181 (+6%)

Value$72.2K (+$3.5K)

Filed 2026-10-09

Lanark Financial, Inc.

UNCHANGED

Shares2,996 from 2,996

Change0 (0%)

Value$70.7K (-$778)

Filed 2026-10-26

Navigoe, LLC

UNCHANGED

Shares1,779 from 1,779

Change0 (0%)

Value$41 (-$1)

Filed 2026-11-04

SBI Securities Co., Ltd.

DECREASED

Shares1,209 from 1,365

Change-156 (-11%)

Value$28.5K (-$4.0K)

Filed 2026-10-22

Ascentis Independent Advisors

UNCHANGED

Shares1,129 from 1,129

Change0 (0%)

Value$26.6K (-$293)

Filed 2026-11-03

Gamma Investing LLC

UNCHANGED

Shares559 from 559

Change0 (0%)

Value$13.2K (-$145)

Filed 2026-10-08

Assetmark, Inc

DECREASED

Shares519 from 523

Change-4 (-1%)

Value$12.2K (-$231)

Filed 2026-10-21

GoalVest Advisory LLC

DECREASED

Shares177 from 388

Change-211 (-54%)

Value$4.2K (-$5.1K)

Filed 2026-10-02

Canton Hathaway, LLC

NEW

Shares30

Change+30

Value$708

Filed 2026-10-23

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$331 (-$3)

Filed 2026-10-23

HBW Advisory Services LLC

CLOSED

Shares0 from 226,905

Change-226,905 (-100%)

Value$0 (-$5.4M)

Filed 2026-10-15

Scarborough Advisors, LLC

CLOSED

Shares0 from 21,543

Change-21,543 (-100%)

Value$0 (-$512.1K)

Filed 2026-10-16

Bullseye Investment Management, LLC

CLOSED

Shares0 from 4,990

Change-4,990 (-100%)

Value$0 (-$119.0K)

Filed 2026-10-29

AdvisorNet Financial, Inc

CLOSED

Shares0 from 4,602

Change-4,602 (-100%)

Value$0 (-$109.8K)

Filed 2026-10-15

Tucker Asset Management LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$692)

Filed 2026-10-29

LPL Financial LLC

N/A

Shares— from 11,072,185

Change-11,072,185 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7,618,216

Change-7,618,216 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 4,419,943

Change-4,419,943 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 3,862,199

Change-3,862,199 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 3,325,004

Change-3,325,004 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,801,431

Change-2,801,431 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,925,998

Change-1,925,998 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 750,989

Change-750,989 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 707,200

Change-707,200 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 597,670

Change-597,670 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 556,384

Change-556,384 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 482,564

Change-482,564 (-100%)

Value—

MJP Associates Inc

N/A

Shares— from 438,628

Change-438,628 (-100%)

Value—

Sun Financial Inc

N/A

Shares— from 422,859

Change-422,859 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 409,600

Change-409,600 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 402,531

Change-402,531 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 314,224

Change-314,224 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 311,223

Change-311,223 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 303,003

Change-303,003 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 293,695

Change-293,695 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 273,877

Change-273,877 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 270,393

Change-270,393 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 231,315

Change-231,315 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 189,146

Change-189,146 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 177,809

Change-177,809 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 173,534

Change-173,534 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 173,020

Change-173,020 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 169,192

Change-169,192 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 163,360

Change-163,360 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 144,902

Change-144,902 (-100%)

Value—

&partners

N/A

Shares— from 143,090

Change-143,090 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 137,965

Change-137,965 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 117,586

Change-117,586 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 116,025

Change-116,025 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 111,500

Change-111,500 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 110,177

Change-110,177 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 108,088

Change-108,088 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 102,951

Change-102,951 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 96,385

Change-96,385 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 91,757

Change-91,757 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 73,114

Change-73,114 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 72,373

Change-72,373 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 62,967

Change-62,967 (-100%)

Value—

Stephens Inc

N/A

Shares— from 62,114

Change-62,114 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 61,010

Change-61,010 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 53,178

Change-53,178 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 49,661

Change-49,661 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 45,359

Change-45,359 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 45,325

Change-45,325 (-100%)

Value—

Uniting Wealth Partners, LLC

N/A

Shares— from 43,857

Change-43,857 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 42,030

Change-42,030 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 41,531

Change-41,531 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 40,098

Change-40,098 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 39,094

Change-39,094 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 38,259

Change-38,259 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 37,156

Change-37,156 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 36,571

Change-36,571 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 36,353

Change-36,353 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 32,484

Change-32,484 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 31,273

Change-31,273 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 28,384

Change-28,384 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 27,334

Change-27,334 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 25,985

Change-25,985 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 25,503

Change-25,503 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 24,265

Change-24,265 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 23,597

Change-23,597 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 23,575

Change-23,575 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 23,120

Change-23,120 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 22,711

Change-22,711 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 22,398

Change-22,398 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 21,935

Change-21,935 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 21,372

Change-21,372 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 21,317

Change-21,317 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 20,214

Change-20,214 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 20,169

Change-20,169 (-100%)

Value—

Gentry Private Wealth, LLC

N/A

Shares— from 19,373

Change-19,373 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 18,650

Change-18,650 (-100%)

Value—

Everest Financial Group LLC

N/A

Shares— from 18,500

Change-18,500 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 18,478

Change-18,478 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 18,046

Change-18,046 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 17,796

Change-17,796 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 17,414

Change-17,414 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 16,642

Change-16,642 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 15,828

Change-15,828 (-100%)

Value—

Thompson David Blair

N/A

Shares— from 15,214

Change-15,214 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 14,544

Change-14,544 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 13,582

Change-13,582 (-100%)

Value—

PCG Wealth Advisors, LLC

N/A

Shares— from 13,360

Change-13,360 (-100%)

Value—

Channel Wealth LLC

N/A

Shares— from 13,142

Change-13,142 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 13,137

Change-13,137 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 13,107

Change-13,107 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 12,023

Change-12,023 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 11,848

Change-11,848 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 11,088

Change-11,088 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 10,951

Change-10,951 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,794

Change-10,794 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 10,786

Change-10,786 (-100%)

Value—

Clearwater Capital Advisors, LLC

N/A

Shares— from 10,435

Change-10,435 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 9,090

Change-9,090 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 9,080

Change-9,080 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 7,102

Change-7,102 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 6,025

Change-6,025 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 5,300

Change-5,300 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,416

Change-4,416 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,205

Change-4,205 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 2,699

Change-2,699 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,797

Change-1,797 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 884

Change-884 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 755

Change-755 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

Jackson, Grant Investment Advisers, Inc.

N/A

Shares— from 734

Change-734 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 550

Change-550 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 404

Change-404 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 403

Change-403 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 260

Change-260 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 130

Change-130 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 120

Change-120 (-100%)

Value—

UBS Group AG

N/A

Shares— from 91

Change-91 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
D.A. Davidson & Co.	INCREASED	3,305,496	3,126,282	+179,214	+6%	$74.6M	$78.0M	+$3.4M	2026-10-28
Ergawealth Advisors, Inc.	INCREASED	2,721,331	2,649,267	+72,064	+3%	$63.2M	$64.2M	+$1.0M	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	1,842,874	1,981,125	-138,251	-7%	$47.2M	$43.5M	-$3.8M	2026-11-02
Elevation Point Wealth Partners, LLC	INCREASED	990,100	36,353	+953,747	+2624%	$867.0K	$23.4M	+$22.5M	2026-11-05
Advisor OS, LLC	INCREASED	482,586	440,389	+42,197	+10%	$10.5M	$11.4M	+$880.9K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	454,615	221,026	+233,589	+106%	$5.3M	$10.7M	+$5.5M	2026-10-08
HUB Investment Partners, LLC	INCREASED	415,182	412,413	+2,769	+1%	$9.8M	$9.8M	-$41.9K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	388,647	533,809	-145,162	-27%	$12.7M	$9.2M	-$3.6M	2026-11-02
Kestra Advisory Services, LLC	INCREASED	365,630	244,991	+120,639	+49%	$5.8M	$8.6M	+$2.8M	2026-11-02
ARQ Wealth Advisors, LLC	INCREASED	365,397	341,988	+23,409	+7%	$8.2M	$8.6M	+$466.7K	2026-10-29
Archer Investment Corp	INCREASED	324,409	256,019	+68,390	+27%	$6.1M	$7.7M	+$1.5M	2026-11-05
Truist Financial Corp	INCREASED	298,104	285,468	+12,636	+4%	$6.8M	$7.0M	+$223.9K	2026-10-30
Cooper Financial Group	INCREASED	283,433	258,359	+25,074	+10%	$6.2M	$6.7M	+$524.3K	2026-10-07
Wealth Enhancement Advisory Services, LLC	INCREASED	259,251	219,137	+40,114	+18%	$5.2M	$6.2M	+$952.2K	2026-10-13
Integrity Wealth Partners, LLC	NEW	253,694	—	+253,694	—	—	$6.0M	—	2026-10-14
RFG Advisory, LLC	INCREASED	233,355	188,692	+44,663	+24%	$4.5M	$5.5M	+$1.0M	2026-11-03
Chicago Partners Investment Group LLC	INCREASED	231,214	214,232	+16,982	+8%	$5.1M	$5.4M	+$317.1K	2026-10-27
Elevation Wealth Partners, LLC	INCREASED	208,256	206,649	+1,607	+1%	$4.9M	$4.9M	-$15.8K	2026-10-07
Foresight Capital Management Advisors, Inc.	DECREASED	195,627	211,875	-16,248	-8%	$5.1M	$4.6M	-$438.4K	2026-10-27
Prospera Financial Services Inc	INCREASED	182,900	143,199	+39,701	+28%	$3.4M	$4.3M	+$844.4K	2026-11-04
Independent Financial Group, LLC	DECREASED	178,362	194,932	-16,570	-8%	$4.6M	$4.2M	-$441.6K	2026-10-13
Arwa LLC	INCREASED	171,902	117,013	+54,889	+47%	$2.8M	$4.1M	+$1.3M	2026-10-21
Concurrent Investment Advisors, LLC	INCREASED	171,580	165,981	+5,599	+3%	$4.0M	$4.0M	+$88.9K	2026-10-16
Merkkuri Wealth Advisors LLC	INCREASED	133,880	126,660	+7,220	+6%	$3.0M	$3.2M	+$137.4K	2026-11-03
Capital Investment Advisory Services, LLC	INCREASED	127,618	124,634	+2,984	+2%	$3.0M	$3.0M	+$38.1K	2026-10-30
US Bancorp \de\	DECREASED	125,269	127,503	-2,234	-2%	$3.0M	$3.0M	-$86.1K	2026-11-05
Avior Wealth Management, LLC	INCREASED	125,024	109,429	+15,595	+14%	$2.6M	$2.9M	+$339.4K	2026-10-13
Etesian Wealth Advisors, Inc.	INCREASED	121,534	90,720	+30,814	+34%	$2.2M	$2.9M	+$703.3K	2026-10-27
Mission Financial Group, LLC	INCREASED	108,140	104,577	+3,563	+3%	$2.5M	$2.6M	+$56.9K	2026-10-21
RiverTree Advisors, LLC	DECREASED	99,913	253,238	-153,325	-61%	$6.0M	$2.4M	-$3.7M	2026-10-13
Kingswood Wealth Advisors, LLC	INCREASED	97,871	92,823	+5,048	+5%	$2.2M	$2.3M	+$94.9K	2026-10-23
Brookstone Capital Management	DECREASED	85,020	85,472	-452	-1%	$2.0M	$2.0M	-$32.9K	2026-10-22
Davidson Trust Co	INCREASED	82,855	82,671	+184	+0%	$2.0M	$2.0M	-$17.1K	2026-10-09
Cornerstone Wealth Management, LLC	INCREASED	80,589	69,901	+10,688	+15%	$1.7M	$1.9M	+$234.0K	2026-11-04
Fermata Advisors, LLC	INCREASED	71,675	69,541	+2,134	+3%	$1.7M	$1.7M	+$32.3K	2026-10-13
Triumph Capital Management	INCREASED	70,934	67,475	+3,459	+5%	$1.6M	$1.7M	+$64.1K	2026-10-14
Anchor Capital Management Group Inc	UNCHANGED	67,000	67,000	0	0%	$1.6M	$1.6M	-$17.4K	2026-11-02
LVZ, Inc.	INCREASED	66,976	66,922	+54	+0%	$1.6M	$1.6M	-$16.1K	2026-10-20
Nations Financial Group Inc,	DECREASED	66,618	67,316	-698	-1%	$1.6M	$1.6M	-$34.0K	2026-11-05
International Assets Investment Management, LLC	INCREASED	66,441	52,842	+13,599	+26%	$1.3M	$1.6M	+$315.1K	2026-11-02
CoreCap Advisors, LLC	INCREASED	65,404	63,195	+2,209	+4%	$1.5M	$1.5M	+$35.7K	2026-10-08
Balboa Wealth Partners	INCREASED	63,780	59,607	+4,173	+7%	$1.4M	$1.5M	+$82.9K	2026-10-20
Sigma Planning Corp	INCREASED	61,921	60,324	+1,597	+3%	$1.4M	$1.5M	+$22.0K	2026-10-23
IFP Advisors, Inc	INCREASED	57,319	28,171	+29,148	+103%	$671.9K	$1.4M	+$680.3K	2026-10-16
Goldenstone Wealth Management LLC	INCREASED	55,856	27,430	+28,426	+104%	$654.2K	$1.3M	+$663.4K	2026-11-04
Quad-Cities Investment Group, LLC	INCREASED	53,671	53,434	+237	+0%	$1.3M	$1.3M	-$8.3K	2026-10-16
American Institute for Advanced Investment Management, LLP	DECREASED	51,515	52,115	-600	-1%	$1.3M	$1.3M	-$31.6K	2026-11-03
Signature Equity Partners, LLC	INCREASED	49,188	48,657	+531	+1%	$1.2M	$1.2M	-$136	2026-10-29
J.W. Cole Advisors, Inc.	INCREASED	48,307	40,811	+7,496	+18%	$973.3K	$1.1M	+$166.2K	2026-11-05
Oppenheimer & Co Inc	DECREASED	47,238	50,922	-3,684	-7%	$1.2M	$1.1M	-$100.1K	2026-10-26
Accel Wealth Management	DECREASED	46,961	47,001	-40	0%	$1.1M	$1.1M	-$13.2K	2026-10-13
Elevation Wealth Management LLC	INCREASED	45,650	45,579	+71	+0%	$1.1M	$1.1M	-$10.2K	2026-11-02
Alessandra Capital Management, LLC	INCREASED	45,445	34,125	+11,320	+33%	$813.9K	$1.1M	+$258.2K	2026-10-30
Kestra Private Wealth Services, LLC	INCREASED	40,473	39,189	+1,284	+3%	$934.7K	$954.8K	+$20.1K	2026-10-30
Southland Equity Partners LLC	INCREASED	39,753	36,210	+3,543	+10%	$863.6K	$937.8K	+$74.2K	2026-10-14
Flagship Harbor Advisors, LLC	NEW	37,944	—	+37,944	—	—	$895.1K	—	2026-10-26
Golden State Wealth Management, LLC	DECREASED	36,030	37,388	-1,358	-4%	$891.7K	$849.9K	-$41.8K	2026-11-02
PMG Family Office LLC	INCREASED	31,786	30,713	+1,073	+3%	$732.5K	$749.8K	+$17.3K	2026-10-19
Private Client Services, LLC	INCREASED	31,291	26,704	+4,587	+17%	$636.9K	$738.2K	+$101.3K	2026-10-02
Adamsbrown Wealth Consultants LLC	INCREASED	30,514	27,180	+3,334	+12%	$648.2K	$719.8K	+$71.6K	2026-10-20
Puff Wealth Management, LLC	DECREASED	29,144	35,852	-6,708	-19%	$855.1K	$687.5K	-$167.6K	2026-10-07
Independent Wealth Network Inc.	INCREASED	28,160	27,330	+830	+3%	$651.8K	$664.3K	+$12.5K	2026-10-19
Integrity Alliance, Llc.	NEW	28,083	—	+28,083	—	—	$662.5K	—	2026-10-29
Core Wealth Partners LLC	DECREASED	26,973	27,178	-205	-1%	$648.2K	$636.3K	-$11.9K	2026-11-02
Asset Allocation Strategies LLC	INCREASED	26,523	18,477	+8,046	+44%	$440.7K	$625.7K	+$185.0K	2026-10-20
Novem Group	DECREASED	23,028	23,050	-22	0%	$549.7K	$543.2K	-$6.5K	2026-10-19
Main Line Retirement Advisors, LLC	UNCHANGED	20,900	20,900	0	0%	$498.5K	$493.0K	-$5.4K	2026-10-14
Langley Wealth Management, LLC	INCREASED	20,848	20,086	+762	+4%	$479.1K	$491.8K	+$12.8K	2026-11-04
Sovran Advisors, LLC	DECREASED	20,752	25,412	-4,660	-18%	$598.7K	$489.8K	-$108.9K	2026-11-02
Insight Advisors, LLC/ PA	DECREASED	20,136	20,440	-304	-1%	$487.5K	$475.0K	-$12.5K	2026-10-22
Wesbanco Bank Inc	DECREASED	19,739	30,039	-10,300	-34%	$716.4K	$465.6K	-$250.8K	2026-11-04
Signature Estate & Investment Advisors LLC	INCREASED	19,719	19,007	+712	+4%	$453.3K	$465.2K	+$11.9K	2026-10-13
Cyndeo Wealth Partners, LLC	INCREASED	19,102	17,821	+1,281	+7%	$425.0K	$450.6K	+$25.6K	2026-10-16
Advisory Advocates, LLC	INCREASED	17,100	16,800	+300	+2%	$400.7K	$403.4K	+$2.7K	2026-11-05
Castle Rock Wealth Management, LLC	INCREASED	16,434	14,050	+2,384	+17%	$333.1K	$393.4K	+$60.3K	2026-10-09
StoneX Group Inc.	UNCHANGED	16,179	16,179	0	0%	$385.9K	$381.7K	-$4.2K	2026-11-03
Treasure Coast Financial Planning	DECREASED	15,501	16,754	-1,253	-7%	$399.6K	$365.7K	-$33.9K	2026-11-03
Clear Creek Financial Management, LLC	DECREASED	15,062	24,308	-9,246	-38%	$579.7K	$355.3K	-$224.4K	2026-10-28
Redmond Asset Management, LLC	DECREASED	14,357	16,989	-2,632	-15%	$405.2K	$338.7K	-$66.5K	2026-10-27
Insight Wealth Strategies, LLC	INCREASED	14,256	14,083	+173	+1%	$333.9K	$336.3K	+$2.4K	2026-10-09
Patriot Financial Group Insurance Agency, LLC	INCREASED	13,600	12,662	+938	+7%	$302.0K	$320.8K	+$18.8K	2026-10-14
TrueWealth Advisors, LLC	INCREASED	13,248	11,136	+2,112	+19%	$265.6K	$312.5K	+$46.9K	2026-10-09
Thrivent Financial for Lutherans	INCREASED	12,243	12,233	+10	+0%	$292.0K	$289.0K	-$3.0K	2026-11-05
Ignite Planners, LLC	UNCHANGED	12,050	12,050	0	0%	$287.4K	$284.3K	-$3.1K	2026-10-14
Richmond Investment Services, LLC	INCREASED	12,043	11,952	+91	+1%	$285.0K	$284.1K	-$962	2026-10-29
Private Trust Co NA	UNCHANGED	11,353	11,353	0	0%	$270.8K	$267.8K	-$3.0K	2026-10-20
Valley Brook Capital Group, Inc.	INCREASED	11,326	11,295	+31	+0%	$269.4K	$267.2K	-$2.2K	2026-10-26
IMG Wealth Management, Inc.	UNCHANGED	10,932	10,932	0	0%	$260.7K	$257.9K	-$2.8K	2026-10-27
Aurora Private Wealth, Inc.	INCREASED	10,813	10,576	+237	+2%	$252.0K	$255.0K	+$3.0K	2026-10-20
Wealthcare Advisory Partners LLC	INCREASED	10,436	10,427	+9	+0%	$248.7K	$246.2K	-$2.5K	2026-10-21
Total Clarity Wealth Management, Inc.	INCREASED	10,279	10,241	+38	+0%	$244.2K	$242.5K	-$1.8K	2026-10-26
Ferguson Shapiro LLC	INCREASED	10,257	10,027	+230	+2%	$239.2K	$242.0K	+$2.8K	2026-10-16
PFG Advisors	DECREASED	10,026	11,664	-1,638	-14%	$278.2K	$236.5K	-$41.7K	2026-10-16
BlueChip Wealth Advisors LLC	UNCHANGED	10,000	10,000	0	0%	$238.5K	$235.9K	-$2.6K	2026-11-03
United Advisor Group, LLC	NEW	9,668	—	+9,668	—	—	$228.1K	—	2026-11-03
Accurate Wealth Management, LLC	NEW	9,269	—	+9,269	—	—	$222.1K	—	2026-10-20
MBE Wealth Management, LLC	NEW	9,157	—	+9,157	—	—	$216.0K	—	2026-10-26
Rooted Wealth Advisors, Inc.	UNCHANGED	8,443	8,443	0	0%	$201.4K	$201.4K	$0	2026-11-03
SYM Financial Corp	NEW	7,000	—	+7,000	—	—	$165.1K	—	2026-10-26
Fifth Third Bancorp	INCREASED	5,802	3,112	+2,690	+86%	$74.2K	$136.9K	+$62.6K	2026-11-05
Harbor Investment Advisory, LLC	NEW	5,767	—	+5,767	—	—	$136.0K	—	2026-10-13
James T. Borello RIA	NEW	5,756	—	+5,756	—	—	$135.8K	—	2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	5,749	12,593	-6,844	-54%	$300.3K	$135.6K	-$164.7K	2026-10-14
Ashton Thomas Private Wealth, LLC	INCREASED	5,606	4,079	+1,527	+37%	$97.3K	$132.2K	+$35.0K	2026-11-03
Rossby Financial, LCC	NEW	4,046	—	+4,046	—	—	$95.5K	—	2026-11-05
Gilpin Wealth Management, LLC	INCREASED	3,060	2,879	+181	+6%	$68.7K	$72.2K	+$3.5K	2026-10-09
Lanark Financial, Inc.	UNCHANGED	2,996	2,996	0	0%	$71.5K	$70.7K	-$778	2026-10-26
Navigoe, LLC	UNCHANGED	1,779	1,779	0	0%	$42	$41	-$1	2026-11-04
SBI Securities Co., Ltd.	DECREASED	1,209	1,365	-156	-11%	$32.6K	$28.5K	-$4.0K	2026-10-22
Ascentis Independent Advisors	UNCHANGED	1,129	1,129	0	0%	$26.9K	$26.6K	-$293	2026-11-03
Gamma Investing LLC	UNCHANGED	559	559	0	0%	$13.3K	$13.2K	-$145	2026-10-08
Assetmark, Inc	DECREASED	519	523	-4	-1%	$12.5K	$12.2K	-$231	2026-10-21
GoalVest Advisory LLC	DECREASED	177	388	-211	-54%	$9.3K	$4.2K	-$5.1K	2026-10-02
Canton Hathaway, LLC	NEW	30	—	+30	—	—	$708	—	2026-10-23
Dhjj Financial Advisors, Ltd.	UNCHANGED	14	14	0	0%	$334	$331	-$3	2026-10-23
HBW Advisory Services LLC	CLOSED	0	226,905	-226,905	-100%	$5.4M	$0	-$5.4M	2026-10-15
Scarborough Advisors, LLC	CLOSED	0	21,543	-21,543	-100%	$512.1K	$0	-$512.1K	2026-10-16
Bullseye Investment Management, LLC	CLOSED	0	4,990	-4,990	-100%	$119.0K	$0	-$119.0K	2026-10-29
AdvisorNet Financial, Inc	CLOSED	0	4,602	-4,602	-100%	$109.8K	$0	-$109.8K	2026-10-15
Tucker Asset Management LLC	CLOSED	0	29	-29	-100%	$692	$0	-$692	2026-10-29
LPL Financial LLC	N/A	—	11,072,185	-11,072,185	-100%	$264.1M	—	—	—
Wells Fargo & Company	N/A	—	7,618,216	-7,618,216	-100%	$181.7M	—	—	—
Raymond James Financial Inc	N/A	—	4,419,943	-4,419,943	-100%	$105.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	3,862,199	-3,862,199	-100%	$92.1M	—	—	—
Ameriprise Financial Inc	N/A	—	3,325,004	-3,325,004	-100%	$79.3M	—	—	—
Royal Bank of Canada	N/A	—	2,801,431	-2,801,431	-100%	$66.8M	—	—	—
Cetera Investment Advisers	N/A	—	1,925,998	-1,925,998	-100%	$45.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	750,989	-750,989	-100%	$17.9M	—	—	—
Two Sigma Investments, LP	N/A	—	707,200	-707,200	-100%	$16.9M	—	—	—
Stifel Financial Corp	N/A	—	597,670	-597,670	-100%	$14.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	556,384	-556,384	-100%	$13.3M	—	—	—
Baird Financial Group, Inc.	N/A	—	482,564	-482,564	-100%	$11.5M	—	—	—
MJP Associates Inc	N/A	—	438,628	-438,628	-100%	$10.5M	—	—	—
Sun Financial Inc	N/A	—	422,859	-422,859	-100%	$10.1M	—	—	—
Snowden Capital Advisors LLC	N/A	—	409,600	-409,600	-100%	$9.8M	—	—	—
SHP Wealth Management	N/A	—	402,531	-402,531	-100%	$9.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	314,224	-314,224	-100%	$7.5M	—	—	—
CreativeOne Wealth, LLC	N/A	—	311,223	-311,223	-100%	$7.4M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	303,003	-303,003	-100%	$7.2M	—	—	—
Arax Advisory Partners	N/A	—	293,695	-293,695	-100%	$7.0M	—	—	—
Equitable Holdings, Inc.	N/A	—	273,877	-273,877	-100%	$6.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	270,393	-270,393	-100%	$6.4M	—	—	—
MML Investors Services, LLC	N/A	—	231,315	-231,315	-100%	$5.5M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	189,146	-189,146	-100%	$4.5M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	177,809	-177,809	-100%	$4.2M	—	—	—
Mutual Advisors, LLC	N/A	—	173,534	-173,534	-100%	$4.1M	—	—	—
First Trust Advisors LP	N/A	—	173,020	-173,020	-100%	$4.1M	—	—	—
Harbour Investments, Inc.	N/A	—	169,192	-169,192	-100%	$4.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	163,360	-163,360	-100%	$3.9M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	144,902	-144,902	-100%	$3.5M	—	—	—
&partners	N/A	—	143,090	-143,090	-100%	$3.4M	—	—	—
Legacy Wealth Managment, LLC	N/A	—	137,965	-137,965	-100%	$3.3M	—	—	—
IHT Wealth Management, LLC	N/A	—	117,586	-117,586	-100%	$2.8M	—	—	—
Geneos Wealth Management Inc.	N/A	—	116,025	-116,025	-100%	$2.8M	—	—	—
Private Advisor Group, LLC	N/A	—	111,500	-111,500	-100%	$2.7M	—	—	—
Goldstone Financial Group, LLC	N/A	—	110,177	-110,177	-100%	$2.6M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	108,088	-108,088	-100%	$2.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	102,951	-102,951	-100%	$2.5M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	96,385	-96,385	-100%	$2.3M	—	—	—
Sequent Planning LLC	N/A	—	91,757	-91,757	-100%	$2.2M	—	—	—
AE Wealth Management LLC	N/A	—	73,114	-73,114	-100%	$1.7M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	72,373	-72,373	-100%	$1.7M	—	—	—
Principal Securities, Inc.	N/A	—	62,967	-62,967	-100%	$1.5M	—	—	—
Stephens Inc	N/A	—	62,114	-62,114	-100%	$1.5M	—	—	—
Regal Investment Advisors LLC	N/A	—	61,010	-61,010	-100%	$1.5M	—	—	—
Summit Financial, LLC	N/A	—	53,178	-53,178	-100%	$1.3M	—	—	—
Moors & Cabot, Inc.	N/A	—	49,661	-49,661	-100%	$1.2M	—	—	—
World Investment Advisors	N/A	—	45,359	-45,359	-100%	$1.1M	—	—	—
Kovack Advisors, Inc.	N/A	—	45,325	-45,325	-100%	$1.1M	—	—	—
Uniting Wealth Partners, LLC	N/A	—	43,857	-43,857	-100%	$1.0M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	42,030	-42,030	-100%	$1.0M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	41,531	-41,531	-100%	$990.5K	—	—	—
Aventura Private Wealth, LLC	N/A	—	40,098	-40,098	-100%	$956.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	39,094	-39,094	-100%	$932.4K	—	—	—
Marshall Investment Management, LLC	N/A	—	38,259	-38,259	-100%	$912.5K	—	—	—
GTS Securities LLC	N/A	—	37,156	-37,156	-100%	$886.2K	—	—	—
Benjamin Edwards Inc	N/A	—	36,571	-36,571	-100%	$872.2K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	36,353	-36,353	-100%	$867.0K	—	—	—
HRT Financial LP	N/A	—	32,484	-32,484	-100%	$774.0K	—	—	—
Belpointe Asset Management LLC	N/A	—	31,273	-31,273	-100%	$745.9K	—	—	—
Capital Analysts, LLC	N/A	—	28,384	-28,384	-100%	$677.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	27,334	-27,334	-100%	$651.9K	—	—	—
Level Four Advisory Services, LLC	N/A	—	25,985	-25,985	-100%	$619.7K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	25,503	-25,503	-100%	$608.3K	—	—	—
Citadel Advisors LLC	N/A	—	24,265	-24,265	-100%	$578.7K	—	—	—
KKM Financial LLC	N/A	—	23,597	-23,597	-100%	$562.8K	—	—	—
Scotia Capital Inc.	N/A	—	23,575	-23,575	-100%	$562.3K	—	—	—
AQR Capital Management LLC	N/A	—	23,120	-23,120	-100%	$551.4K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	22,711	-22,711	-100%	$541.7K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	22,398	-22,398	-100%	$534.2K	—	—	—
Bank of Montreal	N/A	—	21,935	-21,935	-100%	$523.2K	—	—	—
Morgan Stanley	N/A	—	21,372	-21,372	-100%	$509.7K	—	—	—
Cary Street Partners Financial LLC	N/A	—	21,317	-21,317	-100%	$508.4K	—	—	—
Centaurus Financial, Inc.	N/A	—	20,214	-20,214	-100%	$482.0K	—	—	—
IFG Advisory, LLC	N/A	—	20,169	-20,169	-100%	$481.0K	—	—	—
Gentry Private Wealth, LLC	N/A	—	19,373	-19,373	-100%	$462.0K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	18,650	-18,650	-100%	$444.8K	—	—	—
Everest Financial Group LLC	N/A	—	18,500	-18,500	-100%	$441.2K	—	—	—
Old Mission Capital LLC	N/A	—	18,478	-18,478	-100%	$440.7K	—	—	—
Advyzon Investment Management, LLC	N/A	—	18,046	-18,046	-100%	$430.4K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	17,796	-17,796	-100%	$424.4K	—	—	—
Smith, Moore & Co.	N/A	—	17,414	-17,414	-100%	$415.3K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	16,642	-16,642	-100%	$396.9K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	15,828	-15,828	-100%	$377.5K	—	—	—
Thompson David Blair	N/A	—	15,214	-15,214	-100%	$362.9K	—	—	—
Sachetta, LLC	N/A	—	14,544	-14,544	-100%	$346.9K	—	—	—
Van Diest Capital, LLC	N/A	—	13,582	-13,582	-100%	$323.9K	—	—	—
PCG Wealth Advisors, LLC	N/A	—	13,360	-13,360	-100%	$318.6K	—	—	—
Channel Wealth LLC	N/A	—	13,142	-13,142	-100%	$313.4K	—	—	—
HighTower Advisors, LLC	N/A	—	13,137	-13,137	-100%	$313.3K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	13,107	-13,107	-100%	$312.6K	—	—	—
Cerity Partners LLC	N/A	—	12,023	-12,023	-100%	$286.7K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	11,848	-11,848	-100%	$282.6K	—	—	—
PFG Investments, LLC	N/A	—	11,088	-11,088	-100%	$264.5K	—	—	—
Western Wealth Management, LLC	N/A	—	10,951	-10,951	-100%	$261.2K	—	—	—
Waverly Advisors, LLC	N/A	—	10,794	-10,794	-100%	$257.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	10,786	-10,786	-100%	$257.3K	—	—	—
Clearwater Capital Advisors, LLC	N/A	—	10,435	-10,435	-100%	$248.9K	—	—	—
Keystone Financial Group	N/A	—	9,090	-9,090	-100%	$216.8K	—	—	—
Hilltop Holdings Inc.	N/A	—	9,080	-9,080	-100%	$216.6K	—	—	—
Dunhill Financial, LLC	N/A	—	7,102	-7,102	-100%	$169.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	6,025	-6,025	-100%	$143.7K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	5,300	-5,300	-100%	$126.4K	—	—	—
JPMorgan Chase & Co	N/A	—	4,416	-4,416	-100%	$104.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,205	-4,205	-100%	$100.3K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	2,699	-2,699	-100%	$64.4K	—	—	—
Huntington National Bank	N/A	—	1,797	-1,797	-100%	$42.9K	—	—	—
Benson Wealth Management Inc	N/A	—	884	-884	-100%	$21.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	755	-755	-100%	$17.9K	—	—	—
Horizon Investments, LLC	N/A	—	750	-750	-100%	$17.8K	—	—	—
Jackson, Grant Investment Advisers, Inc.	N/A	—	734	-734	-100%	$17.5K	—	—	—
Kerr Financial Planning Corp	N/A	—	550	-550	-100%	$13.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	404	-404	-100%	$9.5K	—	—	—
Highland Investment Advisors LLC	N/A	—	403	-403	-100%	$9.6K	—	—	—
Investors Portfolio Services LLC	N/A	—	260	-260	-100%	$6.2K	—	—	—
BFC Planning, Inc.	N/A	—	130	-130	-100%	$3.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	120	-120	-100%	$2.9K	—	—	—
UBS Group AG	N/A	—	91	-91	-100%	$2.2K	—	—	—
Russell Investments Group, Ltd.	N/A	—	10	-10	-100%	$249	—	—	—

Showing 239 of 239 institutions