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First Trust Nasdaq Buywrite (FTQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fifth Third Securities, Inc.
INCREASED
Shares633,197 from 559,900
Change+73,297 (+13%)
Value$14.0M (+$1.7M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares334,576 from 315,871
Change+18,705 (+6%)
Value$7.4M (+$436.6K)
Filed 2026-11-02
RiverTree Advisors, LLC
INCREASED
Shares209,205 from 174,311
Change+34,894 (+20%)
Value$4.6M (+$785.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
NEW
Shares199,440
Change+199,440
Value$4.4M
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares189,404 from 146,406
Change+42,998 (+29%)
Value$4.2M (+$963.1K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares177,416 from 182,367
Change-4,951 (-3%)
Value$3.9M (-$96.9K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares155,966 from 171,497
Change-15,531 (-9%)
Value$3.5M (-$332.0K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares154,761 from 153,648
Change+1,113 (+1%)
Value$3.4M (+$35.4K)
Filed 2026-10-23
Advisor OS, LLC
INCREASED
Shares146,984 from 72,240
Change+74,744 (+103%)
Value$3.3M (+$1.7M)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares145,191 from 150,391
Change-5,200 (-3%)
Value$3.2M (-$95.9K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares136,562 from 132,286
Change+4,276 (+3%)
Value$3.0M (+$104.0K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares100,119 from 87,925
Change+12,194 (+14%)
Value$2.2M (+$276.4K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares99,453 from 88,402
Change+11,051 (+13%)
Value$2.2M (+$251.1K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares92,560 from 80,610
Change+11,950 (+15%)
Value$2.1M (+$270.5K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares90,970 from 90,466
Change+504 (+1%)
Value$2.0M (+$17.5K)
Filed 2026-10-30
Anchor Capital Management Group Inc
UNCHANGED
Shares74,000 from 74,000
Change0 (0%)
Value$1.6M (+$5.2K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
INCREASED
Shares69,626 from 63,048
Change+6,578 (+10%)
Value$1.5M (+$150.2K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares68,919 from 67,058
Change+1,861 (+3%)
Value$1.5M (+$45.9K)
Filed 2026-10-23
Wesbanco Bank Inc
INCREASED
Shares56,566 from 51,482
Change+5,084 (+10%)
Value$1.3M (+$116.3K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares56,493 from 45,230
Change+11,263 (+25%)
Value$1.3M (+$252.8K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares55,251 from 51,947
Change+3,304 (+6%)
Value$1.2M (+$76.8K)
Filed 2026-10-20
PMG Family Office LLC
INCREASED
Shares54,899 from 47,665
Change+7,234 (+15%)
Value$1.2M (+$163.6K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares52,823 from 17,144
Change+35,679 (+208%)
Value$1.2M (+$794.6K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares46,612 from 44,236
Change+2,376 (+5%)
Value$1.0M (+$55.7K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
DECREASED
Shares42,992 from 44,095
Change-1,103 (-2%)
Value$952.7K (-$21.3K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares41,700 from 36,786
Change+4,914 (+13%)
Value$924.1K (+$111.5K)
Filed 2026-11-05
PFG Advisors
NEW
Shares38,848
Change+38,848
Value$860.9K
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares38,614 from 30,769
Change+7,845 (+26%)
Value$856.0K (+$176.0K)
Filed 2026-10-22
Scheeler Financial LLC
NEW
Shares36,899
Change+36,899
Value$817.7K
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares36,731 from 36,455
Change+276 (+1%)
Value$813.9K (+$8.7K)
Filed 2026-10-14
Arwa LLC
NEW
Shares36,401
Change+36,401
Value$816.5K
Filed 2026-10-21
Tactive Advisors, LLC
INCREASED
Shares30,432 from 26,055
Change+4,377 (+17%)
Value$674.4K (+$98.8K)
Filed 2026-10-08
Integrated Advisors Network LLC
INCREASED
Shares29,075 from 27,596
Change+1,479 (+5%)
Value$644.3K (+$34.7K)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares27,963 from 25,870
Change+2,093 (+8%)
Value$619.7K (+$48.2K)
Filed 2026-10-13
Core Wealth Partners LLC
DECREASED
Shares27,660 from 28,054
Change-394 (-1%)
Value$613.0K (-$6.8K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares26,842 from 25,915
Change+927 (+4%)
Value$594.8K (+$22.4K)
Filed 2026-10-16
Novem Group
DECREASED
Shares23,832 from 23,862
Change-30 (0%)
Value$528.1K (+$1.0K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED
Shares22,815 from 19,170
Change+3,645 (+19%)
Value$505.6K (+$82.1K)
Filed 2026-10-19
IMG Wealth Management, Inc.
DECREASED
Shares20,693 from 20,928
Change-235 (-1%)
Value$458.6K (-$3.8K)
Filed 2026-10-27
Integrity Alliance, Llc.
NEW
Shares20,128
Change+20,128
Value$446.0K
Filed 2026-10-29
Asset Allocation Strategies LLC
INCREASED
Shares19,858 from 13,967
Change+5,891 (+42%)
Value$440.0K (+$131.5K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares19,208 from 18,497
Change+711 (+4%)
Value$425.6K (+$17.1K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares16,755 from 20,529
Change-3,774 (-18%)
Value$371.3K (-$82.2K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,853 from 13,141
Change+1,712 (+13%)
Value$331.4K (+$37.8K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares14,580 from 14,452
Change+128 (+1%)
Value$323.1K (+$3.9K)
Filed 2026-10-29
TrueWealth Advisors, LLC
INCREASED
Shares14,174 from 12,078
Change+2,096 (+17%)
Value$314.1K (+$47.3K)
Filed 2026-10-09
StoneX Group Inc.
UNCHANGED
Shares13,600 from 13,600
Change0 (0%)
Value$301.4K (+$952)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares13,588 from 10,571
Change+3,017 (+29%)
Value$301.1K (+$67.6K)
Filed 2026-10-14
NWF Advisory Services Inc.
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$248.2K (+$783)
Filed 2026-10-19
Spire Wealth Management
NEW
Shares10,130
Change+10,130
Value$224.5K
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares9,599 from 15,890
Change-6,291 (-40%)
Value$212.7K (-$138.3K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
NEW
Shares9,184
Change+9,184
Value$203.5K
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares6,712 from 6,712
Change0 (0%)
Value$148.7K (+$470)
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares2,434
Change+2,434
Value$53.9K
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares2,098 from 2,098
Change0 (0%)
Value$46.5K (+$148)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares1,554 from 374
Change+1,180 (+316%)
Value$34.4K (+$26.2K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$33.2K (+$105)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares1,334 from 471
Change+863 (+183%)
Value$29.6K (+$19.2K)
Filed 2026-10-22
Parallel Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$22.2K (+$70)
Filed 2026-11-03
Key Capital Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.4K (+$14)
Filed 2026-11-03
Highline Wealth Partners LLC
NEW
Shares135
Change+135
Value$3.0K
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$754 (+$2)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 4,205,847
Change-4,205,847 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,834,940
Change-2,834,940 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 683,933
Change-683,933 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 508,242
Change-508,242 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 499,200
Change-499,200 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 445,942
Change-445,942 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 280,300
Change-280,300 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 266,320
Change-266,320 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 237,533
Change-237,533 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 234,852
Change-234,852 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 221,703
Change-221,703 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 186,185
Change-186,185 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 179,773
Change-179,773 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 154,099
Change-154,099 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 131,886
Change-131,886 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 113,089
Change-113,089 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 108,164
Change-108,164 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 99,030
Change-99,030 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 90,151
Change-90,151 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,721
Change-73,721 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 69,958
Change-69,958 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 68,108
Change-68,108 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,769
Change-56,769 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,283
Change-53,283 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 52,525
Change-52,525 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 52,375
Change-52,375 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 48,621
Change-48,621 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 47,356
Change-47,356 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 45,637
Change-45,637 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 45,583
Change-45,583 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 43,897
Change-43,897 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 37,149
Change-37,149 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 30,344
Change-30,344 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 27,141
Change-27,141 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,224
Change-24,224 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,250
Change-22,250 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,336
Change-21,336 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,213
Change-21,213 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 21,040
Change-21,040 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 16,018
Change-16,018 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,956
Change-14,956 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,769
Change-14,769 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 13,690
Change-13,690 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 13,539
Change-13,539 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,994
Change-12,994 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,137
Change-11,137 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 9,902
Change-9,902 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,870
Change-9,870 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 292
Change-292 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 292
Change-292 (-100%)
Value—
UBS Group AG
N/A
Shares— from 267
Change-267 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Status
Fifth Third Securities, Inc.
INCREASED633,197559,900+73,297+13%$12.4M$14.0M+$1.7M2026-10-21
Commonwealth Equity Services, LLC
INCREASED334,576315,871+18,705+6%$7.0M$7.4M+$436.6K2026-11-02
RiverTree Advisors, LLC
INCREASED209,205174,311+34,894+20%$3.9M$4.6M+$785.5K2026-10-13
Farther Finance Advisors, LLC
NEW199,440—+199,440——$4.4M—2026-10-08
RFG Advisory, LLC
INCREASED189,404146,406+42,998+29%$3.2M$4.2M+$963.1K2026-11-03
Independent Financial Group, LLC
DECREASED177,416182,367-4,951-3%$4.0M$3.9M-$96.9K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED155,966171,497-15,531-9%$3.8M$3.5M-$332.0K2026-11-02
Sowell Financial Services LLC
INCREASED154,761153,648+1,113+1%$3.4M$3.4M+$35.4K2026-10-23
Advisor OS, LLC
INCREASED146,98472,240+74,744+103%$1.6M$3.3M+$1.7M2026-11-03
International Assets Investment Management, LLC
DECREASED145,191150,391-5,200-3%$3.3M$3.2M-$95.9K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED136,562132,286+4,276+3%$2.9M$3.0M+$104.0K2026-10-16
Kestra Advisory Services, LLC
INCREASED100,11987,925+12,194+14%$1.9M$2.2M+$276.4K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED99,45388,402+11,051+13%$2.0M$2.2M+$251.1K2026-11-04
D.A. Davidson & Co.
INCREASED92,56080,610+11,950+15%$1.8M$2.1M+$270.5K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED90,97090,466+504+1%$2.0M$2.0M+$17.5K2026-10-30
Anchor Capital Management Group Inc
UNCHANGED74,00074,00000%$1.6M$1.6M+$5.2K2026-11-02
Trueblood Wealth Management, LLC
INCREASED69,62663,048+6,578+10%$1.4M$1.5M+$150.2K2026-10-23
Sigma Planning Corp
INCREASED68,91967,058+1,861+3%$1.5M$1.5M+$45.9K2026-10-23
Wesbanco Bank Inc
INCREASED56,56651,482+5,084+10%$1.1M$1.3M+$116.3K2026-11-04
Brookstone Capital Management
INCREASED56,49345,230+11,263+25%$999.1K$1.3M+$252.8K2026-10-22
Private Trust Co NA
INCREASED55,25151,947+3,304+6%$1.1M$1.2M+$76.8K2026-10-20
PMG Family Office LLC
INCREASED54,89947,665+7,234+15%$1.1M$1.2M+$163.6K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED52,82317,144+35,679+208%$376.0K$1.2M+$794.6K2026-10-13
Balboa Wealth Partners
INCREASED46,61244,236+2,376+5%$977.2K$1.0M+$55.7K2026-10-20
Elevated Capital Advisors, LLC
DECREASED42,99244,095-1,103-2%$974.1K$952.7K-$21.3K2026-11-04
Nations Financial Group Inc,
INCREASED41,70036,786+4,914+13%$812.6K$924.1K+$111.5K2026-11-05
PFG Advisors
NEW38,848—+38,848——$860.9K—2026-10-16
Wedbush Securities Inc
INCREASED38,61430,769+7,845+26%$680.0K$856.0K+$176.0K2026-10-22
Scheeler Financial LLC
NEW36,899—+36,899——$817.7K—2026-10-13
Triumph Capital Management
INCREASED36,73136,455+276+1%$805.3K$813.9K+$8.7K2026-10-14
Arwa LLC
NEW36,401—+36,401——$816.5K—2026-10-21
Tactive Advisors, LLC
INCREASED30,43226,055+4,377+17%$575.6K$674.4K+$98.8K2026-10-08
Integrated Advisors Network LLC
INCREASED29,07527,596+1,479+5%$609.6K$644.3K+$34.7K2026-10-20
Avior Wealth Management, LLC
INCREASED27,96325,870+2,093+8%$571.5K$619.7K+$48.2K2026-10-13
Core Wealth Partners LLC
DECREASED27,66028,054-394-1%$619.7K$613.0K-$6.8K2026-11-02
IFP Advisors, Inc
INCREASED26,84225,915+927+4%$572.5K$594.8K+$22.4K2026-10-16
Novem Group
DECREASED23,83223,862-300%$527.1K$528.1K+$1.0K2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED22,81519,170+3,645+19%$423.5K$505.6K+$82.1K2026-10-19
IMG Wealth Management, Inc.
DECREASED20,69320,928-235-1%$462.3K$458.6K-$3.8K2026-10-27
Integrity Alliance, Llc.
NEW20,128—+20,128——$446.0K—2026-10-29
Asset Allocation Strategies LLC
INCREASED19,85813,967+5,891+42%$308.5K$440.0K+$131.5K2026-10-20
Apollon Wealth Management, LLC
INCREASED19,20818,497+711+4%$408.6K$425.6K+$17.1K2026-10-23
Truist Financial Corp
DECREASED16,75520,529-3,774-18%$453.5K$371.3K-$82.2K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED14,85313,141+1,712+13%$293.6K$331.4K+$37.8K2026-10-13
Signature Equity Partners, LLC
INCREASED14,58014,452+128+1%$319.2K$323.1K+$3.9K2026-10-29
TrueWealth Advisors, LLC
INCREASED14,17412,078+2,096+17%$266.8K$314.1K+$47.3K2026-10-09
StoneX Group Inc.
UNCHANGED13,60013,60000%$300.4K$301.4K+$9522026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED13,58810,571+3,017+29%$233.5K$301.1K+$67.6K2026-10-14
NWF Advisory Services Inc.
UNCHANGED11,20011,20000%$247.4K$248.2K+$7832026-10-19
Spire Wealth Management
NEW10,130—+10,130——$224.5K—2026-10-30
US Bancorp \de\
DECREASED9,59915,890-6,291-40%$351.0K$212.7K-$138.3K2026-11-05
WealthBridge Capital Management, LLC
NEW9,184—+9,184——$203.5K—2026-10-16
Fifth Third Bancorp
UNCHANGED6,7126,71200%$148.3K$148.7K+$4702026-11-05
Rossby Financial, LCC
NEW2,434—+2,434——$53.9K—2026-11-05
Lanark Financial, Inc.
UNCHANGED2,0982,09800%$46.3K$46.5K+$1482026-10-26
Cape Investment Advisory, Inc.
INCREASED1,554374+1,180+316%$8.3K$34.4K+$26.2K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED1,5001,50000%$33.1K$33.2K+$1052026-10-14
SBI Securities Co., Ltd.
INCREASED1,334471+863+183%$10.4K$29.6K+$19.2K2026-10-22
Parallel Advisors, LLC
UNCHANGED1,0001,00000%$22.1K$22.2K+$702026-11-03
Key Capital Management, Inc
UNCHANGED20020000%$4.4K$4.4K+$142026-11-03
Highline Wealth Partners LLC
NEW135—+135——$3.0K—2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED343400%$752$754+$22026-10-23
LPL Financial LLC
N/A—4,205,847-4,205,847-100%$92.9M———
Wells Fargo & Company
N/A—2,834,940-2,834,940-100%$62.6M———
Integrated Wealth Concepts LLC
N/A—683,933-683,933-100%$15.1M———
Spartan Wealth Advisory Services LLC
N/A—508,242-508,242-100%$11.2M———
Snowden Capital Advisors LLC
N/A—499,200-499,200-100%$11.0M———
Cetera Investment Advisers
N/A—445,942-445,942-100%$9.9M———
Two Sigma Investments, LP
N/A—280,300-280,300-100%$6.2M———
Sun Financial Inc
N/A—266,320-266,320-100%$5.9M———
Janney Montgomery Scott LLC
N/A—237,533-237,533-100%$5.2M———
Envestnet Asset Management Inc
N/A—234,852-234,852-100%$5.2M———
Ameritas Advisory Services, LLC
N/A—221,703-221,703-100%$4.9M———
Osaic Holdings, Inc.
N/A—186,185-186,185-100%$4.1M———
Royal Bank of Canada
N/A—179,773-179,773-100%$4.0M———
Private Advisor Group, LLC
N/A—154,099-154,099-100%$3.4M———
Stifel Financial Corp
N/A—131,886-131,886-100%$2.9M———
Arax Advisory Partners
N/A—113,089-113,089-100%$2.5M———
Jane Street Group, LLC
N/A—108,164-108,164-100%$2.4M———
First Trust Advisors LP
N/A—99,030-99,030-100%$2.2M———
Significant Wealth Partners LLC
N/A—90,151-90,151-100%$2.0M———
MML Investors Services, LLC
N/A—73,721-73,721-100%$1.6M———
HighTower Advisors, LLC
N/A—69,958-69,958-100%$1.5M———
NewEdge Advisors, LLC
N/A—68,108-68,108-100%$1.5M———
Harbour Investments, Inc.
N/A—56,769-56,769-100%$1.3M———
Susquehanna International Group, LLP
N/A—53,283-53,283-100%$1.2M———
Sanctuary Advisors, LLC
N/A—52,525-52,525-100%$1.2M———
World Investment Advisors
N/A—52,375-52,375-100%$1.1M———
Marshall Investment Management, LLC
N/A—48,621-48,621-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—47,356-47,356-100%$1.0M———
OneDigital Investment Advisors LLC
N/A—45,637-45,637-100%$1.0M———
Geneos Wealth Management Inc.
N/A—45,583-45,583-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—43,897-43,897-100%$969.7K———
IHT Wealth Management, LLC
N/A—37,149-37,149-100%$820.6K———
Oder Investment Management, LLC
N/A—30,344-30,344-100%$670.3K———
AE Wealth Management LLC
N/A—27,141-27,141-100%$599.5K———
PFG Investments, LLC
N/A—24,224-24,224-100%$535.1K———
Centaurus Financial, Inc.
N/A—22,250-22,250-100%$492.0K———
Advyzon Investment Management, LLC
N/A—21,336-21,336-100%$471.3K———
Kovack Advisors, Inc.
N/A—21,213-21,213-100%$468.2K———
Benjamin Edwards Inc
N/A—21,040-21,040-100%$464.8K———
HBK Sorce Advisory LLC
N/A—16,018-16,018-100%$355.1K———
Ausdal Financial Partners, Inc.
N/A—14,956-14,956-100%$330.4K———
Western Wealth Management, LLC
N/A—14,769-14,769-100%$326.2K———
PCG Wealth Advisors, LLC
N/A—13,690-13,690-100%$302.4K———
Mach-1 Financial Group, LLC
N/A—13,539-13,539-100%$299.1K———
Kapstone Financial Advisors LLC
N/A—13,520-13,520-100%$298.7K———
Northwestern Mutual Wealth Management Co
N/A—12,994-12,994-100%$287.0K———
Smith, Moore & Co.
N/A—12,346-12,346-100%$272.7K———
Principal Securities, Inc.
N/A—11,137-11,137-100%$246.0K———
Owen LaRue, LLC
N/A—9,902-9,902-100%$218.7K———
Focus Partners Wealth
N/A—9,870-9,870-100%$218.0K———
Dunhill Financial, LLC
N/A—6,042-6,042-100%$133.5K———
Steward Partners Investment Advisory, LLC
N/A—5,696-5,696-100%$125.8K———
Transamerica Financial Advisors, LLC
N/A—4,983-4,983-100%$110.1K———
Morgan Stanley
N/A—4,084-4,084-100%$90.2K———
Global Retirement Partners, LLC
N/A—1,818-1,818-100%$40.2K———
Ankerstar Wealth, LLC
N/A—1,548-1,548-100%$34.2K———
Smartleaf Asset Management LLC
N/A—580-580-100%$12.7K———
Jones Financial Companies Lllp
N/A—292-292-100%$6.3K———
Elequin Capital, LP
N/A—292-292-100%$6.5K———
UBS Group AG
N/A—267-267-100%$5.9K———
Capital Analysts, LLC
N/A—190-190-100%$4———
Showing 123 of 123 institutions