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First Trust DW Focus 5 Fund (FV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares1,708,140 from 1,746,363
Change-38,223 (-2%)
Value$125.4M (-$7.1M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares697,431 from 596,001
Change+101,430 (+17%)
Value$52.3M (+$7.1M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares596,310 from 568,217
Change+28,093 (+5%)
Value$43.8M (+$649.9K)
Filed 2026-10-16
Sard Wealth Management Group, LLC
INCREASED
Shares479,226 from 478,783
Change+443 (+0%)
Value$35.2M (-$1.2M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares468,060 from 477,507
Change-9,447 (-2%)
Value$34.4M (-$1.9M)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares388,173 from 393,649
Change-5,476 (-1%)
Value$28.5M (-$1.4M)
Filed 2026-10-28
Madrona Financial Services, LLC
INCREASED
Shares261,274 from 254,309
Change+6,965 (+3%)
Value$19.2M (-$120.8K)
Filed 2026-10-23
Frederick Financial Consultants, LLC
INCREASED
Shares222,184 from 216,663
Change+5,521 (+3%)
Value$16.3M (-$133.2K)
Filed 2026-10-29
Strid Group, LLC
DECREASED
Shares187,331 from 187,639
Change-308 (0%)
Value$13.7M (-$488.9K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares151,473 from 145,236
Change+6,237 (+4%)
Value$11.1M (+$96.9K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares138,316 from 148,626
Change-10,310 (-7%)
Value$10.3M (-$582.4K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares122,424 from 129,312
Change-6,888 (-5%)
Value$9.0M (-$826.9K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares120,555 from 120,655
Change-100 (0%)
Value$8.8M (-$307.2K)
Filed 2026-10-28
Fusion Capital, LLC
DECREASED
Shares119,556 from 120,396
Change-840 (-1%)
Value$8.8M (-$360.8K)
Filed 2026-10-28
SkyOak Wealth, LLC
DECREASED
Shares105,608 from 105,819
Change-211 (0%)
Value$7.8M (-$278.4K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares101,336 from 99,688
Change+1,648 (+2%)
Value$7.4M (-$126.8K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares98,132 from 98,210
Change-78 (0%)
Value$7.2M (-$249.8K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares90,437 from 84,352
Change+6,085 (+7%)
Value$6.6M (+$237.0K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares79,396
Change+79,396
Value$5.8M
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares72,951 from 74,572
Change-1,621 (-2%)
Value$5.4M (-$304.3K)
Filed 2026-11-05
Atwood & Palmer Inc
DECREASED
Shares71,985 from 73,527
Change-1,542 (-2%)
Value$5.3M (-$295.9K)
Filed 2026-10-08
Stablepoint Partners, LLC
INCREASED
Shares62,383 from 58,863
Change+3,520 (+6%)
Value$4.6M (+$112.1K)
Filed 2026-11-03
Meridian Wealth Management, LLC
UNCHANGED
Shares60,956 from 60,956
Change0 (0%)
Value$4.5M (-$151.5K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares60,903 from 59,502
Change+1,401 (+2%)
Value$4.5M (-$45.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares60,109 from 59,829
Change+280 (+0%)
Value$4.4M (-$128.1K)
Filed 2026-10-08
Claro Advisors Inc.
DECREASED
Shares60,073 from 60,464
Change-391 (-1%)
Value$4.4M (-$178.9K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares59,480 from 62,352
Change-2,872 (-5%)
Value$4.4M (-$365.7K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares56,731 from 75,921
Change-19,190 (-25%)
Value$4.2M (-$1.6M)
Filed 2026-10-30
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares53,784 from 52,856
Change+928 (+2%)
Value$3.9M (-$63.2K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares53,248 from 68,451
Change-15,203 (-22%)
Value$3.9M (-$1.3M)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares52,603 from 53,308
Change-705 (-1%)
Value$3.9M (-$184.2K)
Filed 2026-10-23
TradeWell Securities, Llc.
DECREASED
Shares52,251 from 54,063
Change-1,812 (-3%)
Value$3.8M (-$267.4K)
Filed 2026-10-21
Cushing Capital Partners, LLC
DECREASED
Shares49,251 from 50,397
Change-1,146 (-2%)
Value$3.6M (-$209.3K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares46,184 from 45,970
Change+214 (+0%)
Value$3.4M (-$98.5K)
Filed 2026-10-27
First Heartland Consultants, Inc.
DECREASED
Shares43,991 from 44,211
Change-220 (0%)
Value$3.2M (-$126.0K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares42,584 from 39,835
Change+2,749 (+7%)
Value$3.1M (+$102.8K)
Filed 2026-10-26
Lunt Capital Management, Inc.
INCREASED
Shares40,441 from 39,549
Change+892 (+2%)
Value$3.0M (-$32.8K)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares37,739 from 39,693
Change-1,954 (-5%)
Value$2.8M (-$242.1K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares35,650 from 36,500
Change-850 (-2%)
Value$2.6M (-$153.1K)
Filed 2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED
Shares35,251 from 35,213
Change+38 (+0%)
Value$2.6M (-$84.7K)
Filed 2026-10-20
Waterfront Wealth Inc.
INCREASED
Shares31,620 from 31,158
Change+462 (+1%)
Value$2.4M (+$86.8K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares31,282 from 33,188
Change-1,906 (-6%)
Value$2.3M (-$222.4K)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares30,265 from 30,551
Change-286 (-1%)
Value$2.2M (-$97.0K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares29,272 from 30,335
Change-1,063 (-3%)
Value$2.1M (-$163.8K)
Filed 2026-10-23
QP Wealth Management, LLC
DECREASED
Shares26,875 from 27,794
Change-919 (-3%)
Value$2.0M (-$136.5K)
Filed 2026-10-20
Trueblood Wealth Management, LLC
INCREASED
Shares26,158 from 26,013
Change+145 (+1%)
Value$1.9M (-$54.0K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares24,159 from 23,363
Change+796 (+3%)
Value$1.8M (+$367)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares23,707 from 23,858
Change-151 (-1%)
Value$1.7M (-$70.4K)
Filed 2026-10-26
Accel Wealth Management
DECREASED
Shares21,658 from 23,999
Change-2,341 (-10%)
Value$1.6M (-$231.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares20,986 from 21,795
Change-809 (-4%)
Value$1.5M (-$113.5K)
Filed 2026-10-08
Davenport & Co LLC
DECREASED
Shares18,266 from 18,556
Change-290 (-2%)
Value$1.3M (-$67.4K)
Filed 2026-10-14
Ballew Advisors, Inc
DECREASED
Shares17,999 from 18,421
Change-422 (-2%)
Value$1.3M (-$1.9K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
INCREASED
Shares16,556 from 11,587
Change+4,969 (+43%)
Value$1.2M (+$335.9K)
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares16,461 from 16,861
Change-400 (-2%)
Value$1.2M (-$24.9K)
Filed 2026-10-28
Richmond Investment Services, LLC
DECREASED
Shares15,831 from 16,031
Change-200 (-1%)
Value$1.2M (-$54.5K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares15,740 from 12,594
Change+3,146 (+25%)
Value$1.2M (+$199.6K)
Filed 2026-10-23
Atlas Private Wealth Advisors
DECREASED
Shares15,682 from 17,364
Change-1,682 (-10%)
Value$1.2M (-$166.6K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares15,624 from 18,321
Change-2,697 (-15%)
Value$1.1M (-$243.5K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares15,178 from 16,284
Change-1,106 (-7%)
Value$1.1M (-$121.6K)
Filed 2026-10-14
Cascade Investment Group, Inc.
DECREASED
Shares15,093 from 15,314
Change-221 (-1%)
Value$1.1M (-$54.3K)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares14,818 from 14,818
Change0 (0%)
Value$1.1M (-$36.8K)
Filed 2026-10-28
Pinnacle Associates LTD
INCREASED
Shares14,780 from 14,720
Change+60 (+0%)
Value$1.1M (-$32.2K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares14,780 from 14,720
Change+60 (+0%)
Value$1.1M (-$32.2K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares14,236 from 14,500
Change-264 (-2%)
Value$1.0M (-$55.4K)
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
DECREASED
Shares13,925 from 14,253
Change-328 (-2%)
Value$1.0M (-$59.5K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares13,298 from 13,492
Change-194 (-1%)
Value$976.0K (-$47.8K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
DECREASED
Shares13,238 from 13,364
Change-126 (-1%)
Value$971.6K (-$42.5K)
Filed 2026-10-16
Keybank National Association
UNCHANGED
Shares12,153 from 12,153
Change0 (0%)
Value$892.0K (-$30.2K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares11,927 from 11,927
Change0 (0%)
Value$875.4K (-$29.6K)
Filed 2026-11-02
Advisortrust Partners, LLC
INCREASED
Shares11,482 from 10,674
Change+808 (+8%)
Value$842.7K (+$32.8K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares11,456 from 11,479
Change-23 (0%)
Value$840.8K (-$30.2K)
Filed 2026-10-30
Nations Financial Group Inc,
DECREASED
Shares11,446 from 12,171
Change-725 (-6%)
Value$840.1K (-$83.5K)
Filed 2026-11-05
Madison Park Capital Advisors, LLC
INCREASED
Shares11,425 from 4,478
Change+6,947 (+155%)
Value$838.5K (-$57.5K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares11,329 from 11,602
Change-273 (-2%)
Value$831.5K (-$48.8K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares11,197 from 11,197
Change0 (0%)
Value$821.8K (-$27.8K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares10,379 from 10,179
Change+200 (+2%)
Value$761.8K (-$10.6K)
Filed 2026-10-29
Lanark Financial, Inc.
UNCHANGED
Shares10,353 from 10,353
Change0 (0%)
Value$759.9K (-$25.7K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares10,000 from 10,008
Change-8 (0%)
Value$733.9K (-$25.5K)
Filed 2026-11-04
Redwood Family Wealth LLC
INCREASED
Shares9,776 from 9,295
Change+481 (+5%)
Value$717.5K (+$12.2K)
Filed 2026-10-20
XML Financial, LLC
NEW
Shares9,576
Change+9,576
Value$702.9K
Filed 2026-10-29
HCR Wealth Advisors
UNCHANGED
Shares9,045 from 9,045
Change0 (0%)
Value$663.9K (-$22.5K)
Filed 2026-10-15
Montz Harcus Wealth Management LLC
UNCHANGED
Shares8,969 from 8,969
Change0 (0%)
Value$658.3K (-$22.3K)
Filed 2026-10-09
Spire Wealth Management
INCREASED
Shares8,520 from 8,476
Change+44 (+1%)
Value$625.4K (-$17.8K)
Filed 2026-10-30
Glenview Trust Co
NEW
Shares8,081
Change+8,081
Value$593.1K
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares7,875 from 7,875
Change0 (0%)
Value$578.0K (-$19.6K)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares7,423 from 7,423
Change0 (0%)
Value$544.8K (-$18.4K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
UNCHANGED
Shares7,308 from 7,308
Change0 (0%)
Value$536.4K (-$18.2K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares7,102 from 5,984
Change+1,118 (+19%)
Value$521.3K (+$67.2K)
Filed 2026-10-29
Quantum Financial Partners LLC
INCREASED
Shares6,907 from 5,128
Change+1,779 (+35%)
Value$507.0K (+$117.9K)
Filed 2026-10-19
Kaydan Wealth Management, Inc.
DECREASED
Shares6,850 from 7,057
Change-207 (-3%)
Value$502.8K (-$32.7K)
Filed 2026-10-08
Acorn Wealth Advisors, LLC
DECREASED
Shares6,810 from 7,326
Change-516 (-7%)
Value$499.8K (-$56.1K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares6,510 from 6,310
Change+200 (+3%)
Value$485.1K (+$40.3K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares6,241 from 3,621
Change+2,620 (+72%)
Value$458.0K (+$183.0K)
Filed 2026-10-26
Novem Group
DECREASED
Shares5,701 from 5,756
Change-55 (-1%)
Value$418.4K (-$18.3K)
Filed 2026-10-19
Manchester Capital Management LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$418.4K (-$14.2K)
Filed 2026-10-22
James T. Borello RIA
UNCHANGED
Shares5,658 from 5,658
Change0 (0%)
Value$415.3K (-$14.1K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
UNCHANGED
Shares5,476 from 5,476
Change0 (0%)
Value$401.9K (+$13.4K)
Filed 2026-10-29
NWF Advisory Services Inc.
DECREASED
Shares5,141 from 5,661
Change-520 (-9%)
Value$377.3K (-$52.2K)
Filed 2026-10-19
Colonial River Investments, LLC
DECREASED
Shares5,041 from 5,285
Change-244 (-5%)
Value$370.0K (-$31.0K)
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares5,004 from 4,972
Change+32 (+1%)
Value$367.3K (-$10.0K)
Filed 2026-10-19
Virtus Wealth Solutions LLC
INCREASED
Shares4,992 from 4,501
Change+491 (+11%)
Value$366.4K (+$24.9K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares4,991 from 12,674
Change-7,683 (-61%)
Value$366.3K (-$595.4K)
Filed 2026-11-04
Wagner Wealth Management, Corp
DECREASED
Shares4,906 from 5,484
Change-578 (-11%)
Value$360.1K (-$56.1K)
Filed 2026-10-20
WealthTrust Asset Management, LLC
UNCHANGED
Shares4,843 from 4,843
Change0 (0%)
Value$355.5K (-$12.0K)
Filed 2026-10-22
Milestones Private Investment Advisors LLC
UNCHANGED
Shares4,814 from 4,814
Change0 (0%)
Value$353.3K (-$12.0K)
Filed 2026-10-19
Aspen Investment Management Inc
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$352.0K (+$351.6K)
Filed 2026-11-05
Dale Q Rice Investment Management Ltd
DECREASED
Shares4,793 from 4,801
Change-8 (0%)
Value$351.8K (-$12.5K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares4,447 from 4,447
Change0 (0%)
Value$326.4K (-$11.1K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares4,426 from 4,476
Change-50 (-1%)
Value$335.8K (+$65.3K)
Filed 2026-11-03
Sound Income Strategies, LLC
DECREASED
Shares4,415 from 4,639
Change-224 (-5%)
Value$327.7K (-$24.3K)
Filed 2026-10-09
Uhlmann Price Securities, LLC
INCREASED
Shares4,342 from 3,028
Change+1,314 (+43%)
Value$318.7K (+$88.9K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
DECREASED
Shares4,329 from 4,389
Change-60 (-1%)
Value$317.7K (-$15.3K)
Filed 2026-10-23
QTR Family Wealth, LLC
UNCHANGED
Shares4,322 from 4,322
Change0 (0%)
Value$317.2K (-$10.7K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares4,266 from 4,166
Change+100 (+2%)
Value$313.1K (-$3.0K)
Filed 2026-10-22
Gratus Wealth Advisors, LLC
DECREASED
Shares4,196 from 4,601
Change-405 (-9%)
Value$308.0K (-$41.2K)
Filed 2026-10-26
Investment Partners, Ltd.
NEW
Shares4,074
Change+4,074
Value$299.0K
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$292.1K (-$9.9K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
NEW
Shares3,951
Change+3,951
Value$290.0K
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$283.4K (+$5.1K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares3,648 from 3,648
Change0 (0%)
Value$267.7K (-$9.1K)
Filed 2026-10-27
Strategy Asset Managers LLC
UNCHANGED
Shares3,574 from 3,574
Change0 (0%)
Value$262.3K (-$8.9K)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$256.9K (-$8.7K)
Filed 2026-10-19
StoneX Group Inc.
DECREASED
Shares3,460 from 3,571
Change-111 (-3%)
Value$253.4K (-$10.9K)
Filed 2026-11-03
Focus Financial Network, Inc.
UNCHANGED
Shares3,451 from 3,451
Change0 (0%)
Value$253.3K (-$8.6K)
Filed 2026-10-14
Scheeler Financial LLC
NEW
Shares3,437
Change+3,437
Value$252.3K
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares3,272 from 3,272
Change0 (0%)
Value$240.1K (-$8.1K)
Filed 2026-10-27
Capital Asset Advisory Services LLC
DECREASED
Shares3,259 from 3,366
Change-107 (-3%)
Value$242.2K (-$13.2K)
Filed 2026-10-30
Register Financial Advisors LLC
INCREASED
Shares3,189 from 3,173
Change+16 (+1%)
Value$234.0K (-$6.7K)
Filed 2026-10-23
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares3,144 from 3,144
Change0 (0%)
Value$230.8K (-$7.8K)
Filed 2026-10-20
Berman McAleer LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$227.5K (-$7.7K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$225.2K (-$7.6K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares3,047 from 28
Change+3,019 (+10782%)
Value$223.6K (+$221.5K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$220.2K (-$7.5K)
Filed 2026-10-26
Professional Financial Advisors, LLC
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$218.8K (-$7.4K)
Filed 2026-10-13
SageOak Financial, LLC
DECREASED
Shares2,877 from 2,883
Change-6 (0%)
Value$211.2K (-$7.6K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares2,851 from 2,515
Change+336 (+13%)
Value$209.2K (+$18.4K)
Filed 2026-10-20
Orgel Wealth Management, LLC
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$209.3K (-$7.1K)
Filed 2026-10-14
Letson Investment Management, Inc.
UNCHANGED
Shares2,845 from 2,845
Change0 (0%)
Value$208.8K (-$7.1K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares2,818 from 2,818
Change0 (0%)
Value$206.8K (-$7.0K)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares2,735 from 2,735
Change0 (0%)
Value$200.7K (-$6.8K)
Filed 2026-10-30
Signature Wealth Management Partners, LLC
DECREASED
Shares2,731 from 2,791
Change-60 (-2%)
Value$200.4K (-$11.3K)
Filed 2026-10-21
Biltmore Family Office, LLC
INCREASED
Shares1,954 from 1,624
Change+330 (+20%)
Value$143.4K (+$20.2K)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares1,691 from 3,738
Change-2,047 (-55%)
Value$124.1K (-$159.5K)
Filed 2026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$116.9K (-$4.0K)
Filed 2026-10-15
Wagner Wealth Management, LLC
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$115.8K (-$3.9K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares1,473 from 958
Change+515 (+54%)
Value$108.1K (+$35.4K)
Filed 2026-11-05
Creative Capital Management Investments LLC
UNCHANGED
Shares1,442 from 1,442
Change0 (0%)
Value$105.8K (-$3.6K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,325 from 1,328
Change-3 (0%)
Value$97.3K (-$3.5K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$92.5K (-$3.1K)
Filed 2026-10-30
Realta Investment Advisors
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$86.3K (-$2.9K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares1,155
Change+1,155
Value$84.8K
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$79.6K (-$2.7K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,042 from 838
Change+204 (+24%)
Value$76.5K (+$12.9K)
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$55.0K (-$1.9K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
NEW
Shares700
Change+700
Value$51.4K
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$50.8K (-$1.7K)
Filed 2026-11-03
Burkett Financial Services, LLC
DECREASED
Shares685 from 825
Change-140 (-17%)
Value$50.3K (-$12.3K)
Filed 2026-10-01
Adkins Seale Capital Management LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$41.9K (-$1.4K)
Filed 2026-10-27
Horizon Financial Services, LLC
DECREASED
Shares551 from 593
Change-42 (-7%)
Value$40.4K (-$4.6K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$34.9K (-$1.2K)
Filed 2026-11-04
American National Bank & Trust
DECREASED
Shares470 from 535
Change-65 (-12%)
Value$34.5K (-$6.1K)
Filed 2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$34.1K (-$1.2K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares418 from 881
Change-463 (-53%)
Value$30.7K (-$36.2K)
Filed 2026-10-09
Holos Integrated Wealth LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$27.8K (+$710)
Filed 2026-10-23
Blue Trust, Inc.
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$26.2K (-$887)
Filed 2026-10-15
Quaker Wealth Management, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$25.7K (-$869)
Filed 2026-10-22
Grove Bank & Trust
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$24.2K (-$820)
Filed 2026-10-08
Decker Retirement Planning Inc.
DECREASED
Shares319 from 726
Change-407 (-56%)
Value$23.4K (-$31.7K)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$23.3K (-$788)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$23 (-$24.0K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$20.2K (-$683)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$19.4K (-$656)
Filed 2026-10-15
PFS Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$18.3K (-$621)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
NEW
Shares180
Change+180
Value$13.2K
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares117
Change+117
Value$8.6K
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$6.6K (-$223)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares71
Change+71
Value$5.2K
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.0K (-$102)
Filed 2026-11-03
POM Investment Strategies, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$37)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$38)
Filed 2026-11-03
EPG Wealth Management LLC
DECREASED
Shares1 from 252
Change-251 (-100%)
Value$73 (-$19.0K)
Filed 2026-11-03
First Citizens Bank & Trust Co
CLOSED
Shares0 from 9,954
Change-9,954 (-100%)
Value$0 (-$755.3K)
Filed 2026-10-14
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 3,750
Change-3,750 (-100%)
Value$0 (-$284.6K)
Filed 2026-10-30
Equita Financial Network, Inc.
CLOSED
Shares0 from 3,450
Change-3,450 (-100%)
Value$0 (-$261.8K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 3,366
Change-3,366 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-21
Verus Capital Partners, LLC
CLOSED
Shares0 from 3,158
Change-3,158 (-100%)
Value$0 (-$239.6K)
Filed 2026-11-03
Winebrenner Capital Management LLC
CLOSED
Shares0 from 2,782
Change-2,782 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-07
Elevation Wealth Management LLC
CLOSED
Shares0 from 2,716
Change-2,716 (-100%)
Value$0 (-$206.1K)
Filed 2026-11-02
Southland Equity Partners LLC
CLOSED
Shares0 from 2,656
Change-2,656 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,647
Change-2,647 (-100%)
Value$0 (-$196.5K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 2,023
Change-2,023 (-100%)
Value$0 (-$153.5K)
Filed 2026-10-28
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$113.8K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$93.5K)
Filed 2026-10-14
Key Capital Management, Inc
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$43.7K)
Filed 2026-11-03
Centerpoint Advisors, LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$32.0K)
Filed 2026-11-05
First Pacific Financial
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-14
Investors Research Corp
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-07
Morgan Stanley
N/A
Shares— from 5,527,840
Change-5,527,840 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,298,431
Change-3,298,431 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,428,631
Change-2,428,631 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,695,696
Change-1,695,696 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,199,927
Change-1,199,927 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,157,404
Change-1,157,404 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 742,094
Change-742,094 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 646,596
Change-646,596 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 604,871
Change-604,871 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 552,680
Change-552,680 (-100%)
Value—
&partners
N/A
Shares— from 517,054
Change-517,054 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 487,338
Change-487,338 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 416,105
Change-416,105 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 403,313
Change-403,313 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 395,929
Change-395,929 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 362,245
Change-362,245 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 285,409
Change-285,409 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 282,564
Change-282,564 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 249,073
Change-249,073 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 248,682
Change-248,682 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 241,466
Change-241,466 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 177,615
Change-177,615 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 173,447
Change-173,447 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 159,482
Change-159,482 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 149,627
Change-149,627 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 144,740
Change-144,740 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 134,483
Change-134,483 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 121,886
Change-121,886 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 103,673
Change-103,673 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 101,122
Change-101,122 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 93,647
Change-93,647 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 92,939
Change-92,939 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 84,050
Change-84,050 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 71,606
Change-71,606 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 70,622
Change-70,622 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 62,931
Change-62,931 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 61,133
Change-61,133 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,156
Change-60,156 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 55,419
Change-55,419 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 54,454
Change-54,454 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 51,617
Change-51,617 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 48,943
Change-48,943 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 45,523
Change-45,523 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 42,448
Change-42,448 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 40,144
Change-40,144 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 40,124
Change-40,124 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 40,005
Change-40,005 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 35,886
Change-35,886 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 33,996
Change-33,996 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,431
Change-31,431 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 30,002
Change-30,002 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 29,798
Change-29,798 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,634
Change-28,634 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 28,477
Change-28,477 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 27,962
Change-27,962 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,068
Change-27,068 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25,480
Change-25,480 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,066
Change-25,066 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,049
Change-24,049 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 22,769
Change-22,769 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 21,718
Change-21,718 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 21,669
Change-21,669 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,409
Change-21,409 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 21,157
Change-21,157 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,041
Change-21,041 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 20,880
Change-20,880 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 20,627
Change-20,627 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 19,763
Change-19,763 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 19,019
Change-19,019 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,108
Change-18,108 (-100%)
Value—
EWA, LLC
N/A
Shares— from 17,999
Change-17,999 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,846
Change-17,846 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,945
Change-16,945 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,844
Change-16,844 (-100%)
Value—
Stephens Inc
N/A
Shares— from 16,029
Change-16,029 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 16,027
Change-16,027 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,940
Change-15,940 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 15,260
Change-15,260 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,933
Change-14,933 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 14,866
Change-14,866 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,738
Change-14,738 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 14,592
Change-14,592 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,975
Change-13,975 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 13,447
Change-13,447 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 13,433
Change-13,433 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 13,052
Change-13,052 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,896
Change-12,896 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 12,358
Change-12,358 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,810
Change-11,810 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 11,570
Change-11,570 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,938
Change-10,938 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,618
Change-10,618 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 9,903
Change-9,903 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,693
Change-8,693 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 8,234
Change-8,234 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 7,841
Change-7,841 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,313
Change-7,313 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,264
Change-7,264 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 907
Change-907 (-100%)
Value—
Blair William & Co
N/A
Shares— from 859
Change-859 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 653
Change-653 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 452
Change-452 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 400
Change-400 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED1,708,1401,746,363-38,223-2%$132.5M$125.4M-$7.1M2026-11-02
Prospera Financial Services Inc
INCREASED697,431596,001+101,430+17%$45.2M$52.3M+$7.1M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED596,310568,217+28,093+5%$43.1M$43.8M+$649.9K2026-10-16
Sard Wealth Management Group, LLC
INCREASED479,226478,783+443+0%$36.3M$35.2M-$1.2M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED468,060477,507-9,447-2%$36.2M$34.4M-$1.9M2026-11-02
D.A. Davidson & Co.
DECREASED388,173393,649-5,476-1%$29.9M$28.5M-$1.4M2026-10-28
Madrona Financial Services, LLC
INCREASED261,274254,309+6,965+3%$19.3M$19.2M-$120.8K2026-10-23
Frederick Financial Consultants, LLC
INCREASED222,184216,663+5,521+3%$16.4M$16.3M-$133.2K2026-10-29
Strid Group, LLC
DECREASED187,331187,639-3080%$14.2M$13.7M-$488.9K2026-10-28
AlphaCore Capital LLC
INCREASED151,473145,236+6,237+4%$11.0M$11.1M+$96.9K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED138,316148,626-10,310-7%$10.8M$10.3M-$582.4K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED122,424129,312-6,888-5%$9.8M$9.0M-$826.9K2026-11-03
MGO One Seven LLC
DECREASED120,555120,655-1000%$9.2M$8.8M-$307.2K2026-10-28
Fusion Capital, LLC
DECREASED119,556120,396-840-1%$9.1M$8.8M-$360.8K2026-10-28
SkyOak Wealth, LLC
DECREASED105,608105,819-2110%$8.0M$7.8M-$278.4K2026-10-28
Citigroup Inc
INCREASED101,33699,688+1,648+2%$7.6M$7.4M-$126.8K2026-11-04
IFP Advisors, Inc
DECREASED98,13298,210-780%$7.5M$7.2M-$249.8K2026-10-16
Kestra Advisory Services, LLC
INCREASED90,43784,352+6,085+7%$6.4M$6.6M+$237.0K2026-11-02
Ascentis Independent Advisors
NEW79,396—+79,396——$5.8M—2026-11-03
Fifth Third Bancorp
DECREASED72,95174,572-1,621-2%$5.7M$5.4M-$304.3K2026-11-05
Atwood & Palmer Inc
DECREASED71,98573,527-1,542-2%$5.6M$5.3M-$295.9K2026-10-08
Stablepoint Partners, LLC
INCREASED62,38358,863+3,520+6%$4.5M$4.6M+$112.1K2026-11-03
Meridian Wealth Management, LLC
UNCHANGED60,95660,95600%$4.6M$4.5M-$151.5K2026-11-05
Daymark Wealth Partners, LLC
INCREASED60,90359,502+1,401+2%$4.5M$4.5M-$45.0K2026-11-04
Farther Finance Advisors, LLC
INCREASED60,10959,829+280+0%$4.5M$4.4M-$128.1K2026-10-08
Claro Advisors Inc.
DECREASED60,07360,464-391-1%$4.6M$4.4M-$178.9K2026-11-02
Creative Planning
DECREASED59,48062,352-2,872-5%$4.7M$4.4M-$365.7K2026-11-02
Truist Financial Corp
DECREASED56,73175,921-19,190-25%$5.8M$4.2M-$1.6M2026-10-30
Morey & Quinn Wealth Partners, LLC
INCREASED53,78452,856+928+2%$4.0M$3.9M-$63.2K2026-10-28
US Bancorp \de\
DECREASED53,24868,451-15,203-22%$5.2M$3.9M-$1.3M2026-11-05
Apollon Wealth Management, LLC
DECREASED52,60353,308-705-1%$4.0M$3.9M-$184.2K2026-10-23
TradeWell Securities, Llc.
DECREASED52,25154,063-1,812-3%$4.1M$3.8M-$267.4K2026-10-21
Cushing Capital Partners, LLC
DECREASED49,25150,397-1,146-2%$3.8M$3.6M-$209.3K2026-10-20
VestGen Advisors, LLC
INCREASED46,18445,970+214+0%$3.5M$3.4M-$98.5K2026-10-27
First Heartland Consultants, Inc.
DECREASED43,99144,211-2200%$3.4M$3.2M-$126.0K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED42,58439,835+2,749+7%$3.0M$3.1M+$102.8K2026-10-26
Lunt Capital Management, Inc.
INCREASED40,44139,549+892+2%$3.0M$3.0M-$32.8K2026-10-30
Independent Financial Group, LLC
DECREASED37,73939,693-1,954-5%$3.0M$2.8M-$242.1K2026-10-13
Golden State Wealth Management, LLC
DECREASED35,65036,500-850-2%$2.8M$2.6M-$153.1K2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED35,25135,213+38+0%$2.7M$2.6M-$84.7K2026-10-20
Waterfront Wealth Inc.
INCREASED31,62031,158+462+1%$2.3M$2.4M+$86.8K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED31,28233,188-1,906-6%$2.5M$2.3M-$222.4K2026-10-30
Wedbush Securities Inc
DECREASED30,26530,551-286-1%$2.3M$2.2M-$97.0K2026-10-22
Sigma Planning Corp
DECREASED29,27230,335-1,063-3%$2.3M$2.1M-$163.8K2026-10-23
QP Wealth Management, LLC
DECREASED26,87527,794-919-3%$2.1M$2.0M-$136.5K2026-10-20
Trueblood Wealth Management, LLC
INCREASED26,15826,013+145+1%$2.0M$1.9M-$54.0K2026-10-23
Atria Investments, Inc
INCREASED24,15923,363+796+3%$1.8M$1.8M+$3672026-10-15
Oppenheimer & Co Inc
DECREASED23,70723,858-151-1%$1.8M$1.7M-$70.4K2026-10-26
Accel Wealth Management
DECREASED21,65823,999-2,341-10%$1.8M$1.6M-$231.5K2026-10-13
CoreCap Advisors, LLC
DECREASED20,98621,795-809-4%$1.7M$1.5M-$113.5K2026-10-08
Davenport & Co LLC
DECREASED18,26618,556-290-2%$1.4M$1.3M-$67.4K2026-10-14
Ballew Advisors, Inc
DECREASED17,99918,421-422-2%$1.3M$1.3M-$1.9K2026-10-05
Dynamic Advisor Solutions LLC
INCREASED16,55611,587+4,969+43%$879.2K$1.2M+$335.9K2026-10-13
Global Assets Advisory, LLC
DECREASED16,46116,861-400-2%$1.3M$1.2M-$24.9K2026-10-28
Richmond Investment Services, LLC
DECREASED15,83116,031-200-1%$1.2M$1.2M-$54.5K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED15,74012,594+3,146+25%$955.7K$1.2M+$199.6K2026-10-23
Atlas Private Wealth Advisors
DECREASED15,68217,364-1,682-10%$1.3M$1.2M-$166.6K2026-10-23
RFG Advisory, LLC
DECREASED15,62418,321-2,697-15%$1.4M$1.1M-$243.5K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED15,17816,284-1,106-7%$1.2M$1.1M-$121.6K2026-10-14
Cascade Investment Group, Inc.
DECREASED15,09315,314-221-1%$1.2M$1.1M-$54.3K2026-10-13
Gilliland Jeter Wealth Management LLC
UNCHANGED14,81814,81800%$1.1M$1.1M-$36.8K2026-10-28
Pinnacle Associates LTD
INCREASED14,78014,720+60+0%$1.1M$1.1M-$32.2K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED14,78014,720+60+0%$1.1M$1.1M-$32.2K2026-10-23
Clear Creek Financial Management, LLC
DECREASED14,23614,500-264-2%$1.1M$1.0M-$55.4K2026-10-28
MinichMacGregor Wealth Management, LLC
DECREASED13,92514,253-328-2%$1.1M$1.0M-$59.5K2026-10-14
Insight Advisors, LLC/ PA
DECREASED13,29813,492-194-1%$1.0M$976.0K-$47.8K2026-10-22
Quad-Cities Investment Group, LLC
DECREASED13,23813,364-126-1%$1.0M$971.6K-$42.5K2026-10-16
Keybank National Association
UNCHANGED12,15312,15300%$922.2K$892.0K-$30.2K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED11,92711,92700%$905.0K$875.4K-$29.6K2026-11-02
Advisortrust Partners, LLC
INCREASED11,48210,674+808+8%$809.9K$842.7K+$32.8K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED11,45611,479-230%$871.0K$840.8K-$30.2K2026-10-30
Nations Financial Group Inc,
DECREASED11,44612,171-725-6%$923.5K$840.1K-$83.5K2026-11-05
Madison Park Capital Advisors, LLC
INCREASED11,4254,478+6,947+155%$896.0K$838.5K-$57.5K2026-10-28
Assetmark, Inc
DECREASED11,32911,602-273-2%$880.4K$831.5K-$48.8K2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED11,19711,19700%$849.6K$821.8K-$27.8K2026-10-23
Koshinski Asset Management, Inc.
INCREASED10,37910,179+200+2%$772.4K$761.8K-$10.6K2026-10-29
Lanark Financial, Inc.
UNCHANGED10,35310,35300%$785.6K$759.9K-$25.7K2026-10-26
Visionary Wealth Advisors
DECREASED10,00010,008-80%$759.4K$733.9K-$25.5K2026-11-04
Redwood Family Wealth LLC
INCREASED9,7769,295+481+5%$705.3K$717.5K+$12.2K2026-10-20
XML Financial, LLC
NEW9,576—+9,576——$702.9K—2026-10-29
HCR Wealth Advisors
UNCHANGED9,0459,04500%$686.3K$663.9K-$22.5K2026-10-15
Montz Harcus Wealth Management LLC
UNCHANGED8,9698,96900%$680.6K$658.3K-$22.3K2026-10-09
Spire Wealth Management
INCREASED8,5208,476+44+1%$643.2K$625.4K-$17.8K2026-10-30
Glenview Trust Co
NEW8,081—+8,081——$593.1K—2026-10-28
Cyndeo Wealth Partners, LLC
UNCHANGED7,8757,87500%$597.6K$578.0K-$19.6K2026-10-16
Gamma Investing LLC
UNCHANGED7,4237,42300%$563.3K$544.8K-$18.4K2026-10-08
J.W. Cole Advisors, Inc.
UNCHANGED7,3087,30800%$554.6K$536.4K-$18.2K2026-11-05
Vise Technologies, Inc.
INCREASED7,1025,984+1,118+19%$454.1K$521.3K+$67.2K2026-10-29
Quantum Financial Partners LLC
INCREASED6,9075,128+1,779+35%$389.1K$507.0K+$117.9K2026-10-19
Kaydan Wealth Management, Inc.
DECREASED6,8507,057-207-3%$535.5K$502.8K-$32.7K2026-10-08
Acorn Wealth Advisors, LLC
DECREASED6,8107,326-516-7%$555.9K$499.8K-$56.1K2026-10-19
Chicago Partners Investment Group LLC
INCREASED6,5106,310+200+3%$444.8K$485.1K+$40.3K2026-10-27
Park Avenue Securities LLC
INCREASED6,2413,621+2,620+72%$275.0K$458.0K+$183.0K2026-10-26
Novem Group
DECREASED5,7015,756-55-1%$436.8K$418.4K-$18.3K2026-10-19
Manchester Capital Management LLC
UNCHANGED5,7005,70000%$432.5K$418.4K-$14.2K2026-10-22
James T. Borello RIA
UNCHANGED5,6585,65800%$429.3K$415.3K-$14.1K2026-10-16
ARQ Wealth Advisors, LLC
UNCHANGED5,4765,47600%$388.5K$401.9K+$13.4K2026-10-29
NWF Advisory Services Inc.
DECREASED5,1415,661-520-9%$429.5K$377.3K-$52.2K2026-10-19
Colonial River Investments, LLC
DECREASED5,0415,285-244-5%$401.0K$370.0K-$31.0K2026-10-19
Independent Wealth Network Inc.
INCREASED5,0044,972+32+1%$377.3K$367.3K-$10.0K2026-10-19
Virtus Wealth Solutions LLC
INCREASED4,9924,501+491+11%$341.6K$366.4K+$24.9K2026-11-03
Creative Financial Designs Inc
DECREASED4,99112,674-7,683-61%$961.7K$366.3K-$595.4K2026-11-04
Wagner Wealth Management, Corp
DECREASED4,9065,484-578-11%$416.1K$360.1K-$56.1K2026-10-20
WealthTrust Asset Management, LLC
UNCHANGED4,8434,84300%$367.5K$355.5K-$12.0K2026-10-22
Milestones Private Investment Advisors LLC
UNCHANGED4,8144,81400%$365.3K$353.3K-$12.0K2026-10-19
Aspen Investment Management Inc
UNCHANGED4,8004,80000%$364$352.0K+$351.6K2026-11-05
Dale Q Rice Investment Management Ltd
DECREASED4,7934,801-80%$364.3K$351.8K-$12.5K2026-10-09
Signature Estate & Investment Advisors LLC
UNCHANGED4,4474,44700%$337.4K$326.4K-$11.1K2026-10-13
Formidable Asset Management, LLC
DECREASED4,4264,476-50-1%$270.5K$335.8K+$65.3K2026-11-03
Sound Income Strategies, LLC
DECREASED4,4154,639-224-5%$352.0K$327.7K-$24.3K2026-10-09
Uhlmann Price Securities, LLC
INCREASED4,3423,028+1,314+43%$229.8K$318.7K+$88.9K2026-11-03
Hilton Head Capital Partners, LLC
DECREASED4,3294,389-60-1%$333.0K$317.7K-$15.3K2026-10-23
QTR Family Wealth, LLC
UNCHANGED4,3224,32200%$327.9K$317.2K-$10.7K2026-11-02
Brookstone Capital Management
INCREASED4,2664,166+100+2%$316.1K$313.1K-$3.0K2026-10-22
Gratus Wealth Advisors, LLC
DECREASED4,1964,601-405-9%$349.1K$308.0K-$41.2K2026-10-26
Investment Partners, Ltd.
NEW4,074—+4,074——$299.0K—2026-10-29
Bryn Mawr Trust Advisors, LLC
UNCHANGED3,9803,98000%$302.0K$292.1K-$9.9K2026-11-04
B. Riley Wealth Advisors, Inc.
NEW3,951—+3,951——$290.0K—2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED3,8253,82500%$278.3K$283.4K+$5.1K2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED3,6483,64800%$276.8K$267.7K-$9.1K2026-10-27
Strategy Asset Managers LLC
UNCHANGED3,5743,57400%$271.2K$262.3K-$8.9K2026-10-14
City Holding Co
UNCHANGED3,5003,50000%$265.6K$256.9K-$8.7K2026-10-19
StoneX Group Inc.
DECREASED3,4603,571-111-3%$264.2K$253.4K-$10.9K2026-11-03
Focus Financial Network, Inc.
UNCHANGED3,4513,45100%$261.9K$253.3K-$8.6K2026-10-14
Scheeler Financial LLC
NEW3,437—+3,437——$252.3K—2026-10-13
Schneider Downs Wealth Management Advisors, LP
UNCHANGED3,2723,27200%$248.3K$240.1K-$8.1K2026-10-27
Capital Asset Advisory Services LLC
DECREASED3,2593,366-107-3%$255.4K$242.2K-$13.2K2026-10-30
Register Financial Advisors LLC
INCREASED3,1893,173+16+1%$240.8K$234.0K-$6.7K2026-10-23
Westbourne Investment Advisors, Inc.
UNCHANGED3,1443,14400%$238.6K$230.8K-$7.8K2026-10-20
Berman McAleer LLC
UNCHANGED3,1003,10000%$235.2K$227.5K-$7.7K2026-10-16
Avantax Planning Partners, Inc.
UNCHANGED3,0683,06800%$232.8K$225.2K-$7.6K2026-11-03
Mather Group, Llc.
INCREASED3,04728+3,019+10782%$2.1K$223.6K+$221.5K2026-10-14
Oakworth Capital, Inc.
UNCHANGED3,0003,00000%$227.6K$220.2K-$7.5K2026-10-26
Professional Financial Advisors, LLC
UNCHANGED2,9812,98100%$226.2K$218.8K-$7.4K2026-10-13
SageOak Financial, LLC
DECREASED2,8772,883-60%$218.8K$211.2K-$7.6K2026-10-19
Private Trust Co NA
INCREASED2,8512,515+336+13%$190.8K$209.2K+$18.4K2026-10-20
Orgel Wealth Management, LLC
UNCHANGED2,8512,85100%$216.3K$209.3K-$7.1K2026-10-14
Letson Investment Management, Inc.
UNCHANGED2,8452,84500%$215.9K$208.8K-$7.1K2026-11-05
OpenArc Corporate Advisory, LLC
UNCHANGED2,8182,81800%$213.8K$206.8K-$7.0K2026-10-21
Compass Financial Management LLC
UNCHANGED2,7352,73500%$207.5K$200.7K-$6.8K2026-10-30
Signature Wealth Management Partners, LLC
DECREASED2,7312,791-60-2%$211.8K$200.4K-$11.3K2026-10-21
Biltmore Family Office, LLC
INCREASED1,9541,624+330+20%$123.2K$143.4K+$20.2K2026-11-03
NBT Bank, N.A.
DECREASED1,6913,738-2,047-55%$283.6K$124.1K-$159.5K2026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED1,5921,59200%$120.8K$116.9K-$4.0K2026-10-15
Wagner Wealth Management, LLC
UNCHANGED1,5771,57700%$119.7K$115.8K-$3.9K2026-10-21
Larson Financial Group LLC
INCREASED1,473958+515+54%$72.7K$108.1K+$35.4K2026-11-05
Creative Capital Management Investments LLC
UNCHANGED1,4421,44200%$109.4K$105.8K-$3.6K2026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED1,3251,328-30%$100.8K$97.3K-$3.5K2026-11-02
MTM Investment Management, LLC
UNCHANGED1,2601,26000%$95.6K$92.5K-$3.1K2026-10-30
Realta Investment Advisors
UNCHANGED1,1761,17600%$89.2K$86.3K-$2.9K2026-10-14
Next Level Wealth Planning, LLC
NEW1,155—+1,155——$84.8K—2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,0841,08400%$82.3K$79.6K-$2.7K2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED1,042838+204+24%$63.6K$76.5K+$12.9K2026-10-13
Evolution Wealth Management Inc.
UNCHANGED75075000%$56.9K$55.0K-$1.9K2026-10-28
Laurel Wealth Advisors LLC
NEW700—+700——$51.4K—2026-10-27
Asset Dedication, LLC
UNCHANGED69269200%$52.5K$50.8K-$1.7K2026-11-03
Burkett Financial Services, LLC
DECREASED685825-140-17%$62.7K$50.3K-$12.3K2026-10-01
Adkins Seale Capital Management LLC
UNCHANGED57157100%$43.3K$41.9K-$1.4K2026-10-27
Horizon Financial Services, LLC
DECREASED551593-42-7%$45.0K$40.4K-$4.6K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED47547500%$36.0K$34.9K-$1.2K2026-11-04
American National Bank & Trust
DECREASED470535-65-12%$40.6K$34.5K-$6.1K2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED46446400%$35.2K$34.1K-$1.2K2026-10-22
Armstrong Advisory Group, Inc
DECREASED418881-463-53%$66.9K$30.7K-$36.2K2026-10-09
Holos Integrated Wealth LLC
UNCHANGED37837800%$27.1K$27.8K+$7102026-10-23
Blue Trust, Inc.
UNCHANGED35735700%$27.1K$26.2K-$8872026-10-15
Quaker Wealth Management, LLC
UNCHANGED35035000%$26.6K$25.7K-$8692026-10-22
Grove Bank & Trust
UNCHANGED33033000%$25.0K$24.2K-$8202026-10-08
Decker Retirement Planning Inc.
DECREASED319726-407-56%$55.1K$23.4K-$31.7K2026-10-19
Financial Perspectives, Inc
UNCHANGED31731700%$24.1K$23.3K-$7882026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED31731700%$24.0K$23-$24.0K2026-11-04
Key FInancial Inc
UNCHANGED27527500%$20.9K$20.2K-$6832026-11-02
Nfsg Corp
UNCHANGED26426400%$20.0K$19.4K-$6562026-10-15
PFS Partners, LLC
UNCHANGED25025000%$19.0K$18.3K-$6212026-10-21
Moisand Fitzgerald Tamayo, LLC
NEW180—+180——$13.2K—2026-10-15
GK Wealth Management LLC
NEW117—+117——$8.6K—2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED909000%$6.8K$6.6K-$2232026-11-04
Root Financial Partners, LLC
NEW71—+71——$5.2K—2026-10-21
Parallel Advisors, LLC
UNCHANGED414100%$3.1K$3.0K-$1022026-11-03
POM Investment Strategies, LLC
UNCHANGED151500%$1.1K$1.1K-$372026-10-20
JFS Wealth Advisors, LLC
UNCHANGED151500%$1.1K$1.1K-$382026-11-03
EPG Wealth Management LLC
DECREASED1252-251-100%$19.1K$73-$19.0K2026-11-03
First Citizens Bank & Trust Co
CLOSED09,954-9,954-100%$755.3K$0-$755.3K2026-10-14
Trace Wealth Advisors, LLC
CLOSED03,750-3,750-100%$284.6K$0-$284.6K2026-10-30
Equita Financial Network, Inc.
CLOSED03,450-3,450-100%$261.8K$0-$261.8K2026-10-19
Axxcess Wealth Management, LLC
CLOSED03,366-3,366-100%$255.4K$0-$255.4K2026-10-21
Verus Capital Partners, LLC
CLOSED03,158-3,158-100%$239.6K$0-$239.6K2026-11-03
Winebrenner Capital Management LLC
CLOSED02,782-2,782-100%$211.1K$0-$211.1K2026-10-07
Elevation Wealth Management LLC
CLOSED02,716-2,716-100%$206.1K$0-$206.1K2026-11-02
Southland Equity Partners LLC
CLOSED02,656-2,656-100%$201.5K$0-$201.5K2026-10-14
International Assets Investment Management, LLC
CLOSED02,647-2,647-100%$196.5K$0-$196.5K2026-11-02
MCF Advisors LLC
CLOSED02,023-2,023-100%$153.5K$0-$153.5K2026-10-28
Bullseye Investment Management, LLC
CLOSED01,500-1,500-100%$113.8K$0-$113.8K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,232-1,232-100%$93.5K$0-$93.5K2026-10-14
Key Capital Management, Inc
CLOSED0576-576-100%$43.7K$0-$43.7K2026-11-03
Centerpoint Advisors, LLC
CLOSED0420-420-100%$32.0K$0-$32.0K2026-11-05
First Pacific Financial
CLOSED0241-241-100%$18.3K$0-$18.3K2026-10-14
Investors Research Corp
CLOSED0109-109-100%$8.3K$0-$8.3K2026-10-07
Morgan Stanley
N/A—5,527,840-5,527,840-100%$419.5M———
LPL Financial LLC
N/A—3,298,431-3,298,431-100%$250.3M———
Wells Fargo & Company
N/A—2,428,631-2,428,631-100%$184.3M———
Raymond James Financial Inc
N/A—1,695,696-1,695,696-100%$128.7M———
UBS Group AG
N/A—1,199,927-1,199,927-100%$91.1M———
Bank of America Corp
N/A—1,157,404-1,157,404-100%$87.8M———
Royal Bank of Canada
N/A—742,094-742,094-100%$56.3M———
Osaic Holdings, Inc.
N/A—646,596-646,596-100%$49.1M———
Proactive Wealth Strategies LLC
N/A—604,871-604,871-100%$45.9M———
NewEdge Advisors, LLC
N/A—552,680-552,680-100%$41.9M———
&partners
N/A—517,054-517,054-100%$36.6M———
Janney Montgomery Scott LLC
N/A—487,338-487,338-100%$37.0M———
Stifel Financial Corp
N/A—416,105-416,105-100%$31.6M———
Cetera Investment Advisers
N/A—403,313-403,313-100%$30.6M———
Rockefeller Capital Management L.P.
N/A—395,929-395,929-100%$30.0M———
Envestnet Asset Management Inc
N/A—362,245-362,245-100%$27.5M———
Benjamin Edwards Inc
N/A—285,409-285,409-100%$21.7M———
Baird Financial Group, Inc.
N/A—282,564-282,564-100%$21.4M———
Geneos Wealth Management Inc.
N/A—249,073-249,073-100%$18.9M———
Private Advisor Group, LLC
N/A—248,682-248,682-100%$18.9M———
Steward Partners Investment Advisory, LLC
N/A—241,466-241,466-100%$18.3M———
Concentrum Wealth Management
N/A—177,615-177,615-100%$13.5M———
Regal Investment Advisors LLC
N/A—173,447-173,447-100%$13.2M———
JPMorgan Chase & Co
N/A—159,482-159,482-100%$11.9M———
Stratos Wealth Partners, Ltd.
N/A—149,627-149,627-100%$11.4M———
HFG Advisors, Inc.
N/A—144,740-144,740-100%$11.0M———
HighTower Advisors, LLC
N/A—134,483-134,483-100%$10.2M———
Integrated Wealth Concepts LLC
N/A—121,886-121,886-100%$9.2M———
Gateway Wealth Partners, LLC
N/A—103,673-103,673-100%$7.9M———
Valmark Advisers, Inc.
N/A—101,122-101,122-100%$7.7M———
Jones Financial Companies Lllp
N/A—93,647-93,647-100%$6.9M———
PFG Investments, LLC
N/A—92,939-92,939-100%$7.1M———
MML Investors Services, LLC
N/A—84,050-84,050-100%$6.4M———
Waverly Advisors, LLC
N/A—71,606-71,606-100%$5.4M———
Merit Financial Group, LLC
N/A—70,622-70,622-100%$5.4M———
Sanctuary Advisors, LLC
N/A—62,931-62,931-100%$4.8M———
Global Retirement Partners, LLC
N/A—61,133-61,133-100%$4.6M———
Susquehanna International Group, LLP
N/A—60,156-60,156-100%$4.6M———
AQR Capital Management LLC
N/A—55,419-55,419-100%$4.2M———
Petix & Botte Co
N/A—54,454-54,454-100%$4.1M———
Muirfield Wealth Advisors LLC
N/A—51,617-51,617-100%$3.9M———
Mutual Advisors, LLC
N/A—48,943-48,943-100%$3.7M———
IFG Advisory, LLC
N/A—45,523-45,523-100%$3.5M———
Composition Wealth, LLC
N/A—42,448-42,448-100%$3.2M———
Equitable Holdings, Inc.
N/A—40,144-40,144-100%$3.0M———
Marshall Investment Management, LLC
N/A—40,124-40,124-100%$3.0M———
Northwestern Mutual Wealth Management Co
N/A—40,005-40,005-100%$3.0M———
WCG Wealth Advisors LLC
N/A—35,886-35,886-100%$2.7M———
Tulsa Wealth Advisors, Inc
N/A—33,996-33,996-100%$2.6M———
Snowden Capital Advisors LLC
N/A—31,431-31,431-100%$2.4M———
Qube Research & Technologies Ltd
N/A—30,002-30,002-100%$2.3M———
Garden State Investment Advisory Services LLC
N/A—29,798-29,798-100%$2.3M———
Arkadios Wealth Advisors
N/A—28,634-28,634-100%$2.2M———
Smith, Moore & Co.
N/A—28,477-28,477-100%$2.2M———
Quantinno Capital Management LP
N/A—27,962-27,962-100%$2.1M———
Arax Advisory Partners
N/A—27,068-27,068-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—25,480-25,480-100%$1.9M———
FMR LLC
N/A—25,066-25,066-100%$1.9M———
Goldman Sachs Group Inc
N/A—24,049-24,049-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—22,769-22,769-100%$1.7M———
Forty-three Eighteen Advisors, LLC
N/A—21,718-21,718-100%$1.6M———
Warner Group LLC
N/A—21,669-21,669-100%$1.6M———
Harbour Investments, Inc.
N/A—21,409-21,409-100%$1.6M———
Western Wealth Management, LLC
N/A—21,157-21,157-100%$1.6M———
World Investment Advisors
N/A—21,041-21,041-100%$1.3M———
Argent Trust Co
N/A—20,880-20,880-100%$1.6M———
Savvy Advisors, Inc.
N/A—20,627-20,627-100%$1.6M———
Oxford Financial Group, Ltd. LLC
N/A—19,763-19,763-100%$1.5M———
Kiker Wealth Management, LLC
N/A—19,019-19,019-100%$1.4M———
Kovack Advisors, Inc.
N/A—18,108-18,108-100%$1.4M———
EWA, LLC
N/A—17,999-17,999-100%$1.4M———
HRT Financial LP
N/A—17,846-17,846-100%$1.4M———
Allworth Financial LP
N/A—16,945-16,945-100%$1.3M———
Advisory Services Network, LLC
N/A—16,844-16,844-100%$1.3M———
Stephens Inc
N/A—16,029-16,029-100%$1.2M———
Topsail Wealth Management, LLC
N/A—16,027-16,027-100%$1.2M———
Mariner, LLC
N/A—15,940-15,940-100%$1.2M———
Advisory Alpha, LLC
N/A—15,260-15,260-100%$1.2M———
BFC Planning, Inc.
N/A—14,933-14,933-100%$1.1M———
Fortress Private Ledger, LLC
N/A—14,866-14,866-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,738-14,738-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—14,592-14,592-100%$1.1M———
AE Wealth Management LLC
N/A—13,975-13,975-100%$1.1M———
Earned Wealth Advisors, LLC
N/A—13,447-13,447-100%$1.0M———
Affinity Wealth Management LLC
N/A—13,433-13,433-100%$1.0M———
Novak & Powell Financial Services, Inc.
N/A—13,052-13,052-100%$990.4K———
Keystone Financial Group
N/A—12,896-12,896-100%$978.6K———
Thoroughbred Financial Services, LLC
N/A—12,358-12,358-100%$937.0K———
Captrust Financial Advisors
N/A—11,901-11,901-100%$903.1K———
Beacon Pointe Advisors, LLC
N/A—11,810-11,810-100%$896.2K———
Clark Capital Management Group, Inc.
N/A—11,570-11,570-100%$877.9K———
Citadel Advisors LLC
N/A—10,938-10,938-100%$830.0K———
HighPoint Advisor Group LLC
N/A—10,780-10,780-100%$818.0K———
Aptus Capital Advisors, LLC
N/A—10,618-10,618-100%$805.7K———
Summit Financial, LLC
N/A—10,210-10,210-100%$774.7K———
AssuredPartners Investment Advisors, LLC
N/A—9,903-9,903-100%$751.4K———
Tudor Financial Inc.
N/A—9,755-9,755-100%$740.2K———
Level Four Advisory Services, LLC
N/A—9,450-9,450-100%$717.1K———
Ausdal Financial Partners, Inc.
N/A—9,057-9,057-100%$687.2K———
Spartan Wealth Advisory Services LLC
N/A—8,944-8,944-100%$678.7K———
XTX Topco Ltd
N/A—8,693-8,693-100%$659.6K———
IFS Group,LLC
N/A—8,597-8,597-100%$652.3K———
Advisors Capital Management, LLC
N/A—8,464-8,464-100%$642.2K———
Flow Traders U.S. LLC
N/A—8,402-8,402-100%$638.0K———
Carr Financial Group Corp
N/A—8,234-8,234-100%$624.8K———
Pine Valley Investments Ltd Liability Co
N/A—7,869-7,869-100%$597.1K———
Cary Street Partners Financial LLC
N/A—7,866-7,866-100%$596.9K———
Hancock Whitney Corp
N/A—7,841-7,841-100%$595.0K———
Sargent Investment Group, LLC
N/A—7,770-7,770-100%$589.6K———
West Michigan Advisors, LLC
N/A—7,313-7,313-100%$554.9K———
Bluespring Wealth Management, LLC
N/A—7,264-7,264-100%$551.2K———
Trustmark Bank Trust Department
N/A—7,250-7,250-100%$550.1K———
Founders Financial Alliance, LLC
N/A—7,023-7,023-100%$532.9K———
Fiduciary Financial Advisors
N/A—6,157-6,157-100%$466.7K———
Kingsview Wealth Management, LLC
N/A—5,746-5,746-100%$436.0K———
Focus Partners Wealth
N/A—5,635-5,635-100%$427.6K———
Van Diest Capital, LLC
N/A—4,677-4,677-100%$354.9K———
Lowe Brockenbrough & Co Inc
N/A—4,650-4,650-100%$352.8K———
Focus Partners Advisor Solutions, LLC
N/A—4,266-4,266-100%$323.7K———
Mercer Global Advisors Inc
N/A—4,216-4,216-100%$319.9K———
Moors & Cabot, Inc.
N/A—4,071-4,071-100%$308.9K———
Strategies Wealth Advisors, LLC
N/A—4,051-4,051-100%$307.4K———
Nuveen, LLC
N/A—4,036-4,036-100%$306.2K———
United Capital Financial Advisors, LLC
N/A—4,018-4,018-100%$304.7K———
QRG Capital Management, Inc.
N/A—3,559-3,559-100%$270.1K———
HBK Sorce Advisory LLC
N/A—3,383-3,383-100%$242.6K———
Moneta Group Investment Advisors LLC
N/A—3,292-3,292-100%$249.8K———
Caprock Group, LLC
N/A—3,223-3,223-100%$244.6K———
Nicholson Wealth Management Group, LLC
N/A—3,223-3,223-100%$244.6K———
360 Financial, Inc.
N/A—3,167-3,167-100%$240.3K———
Sound View Wealth Advisors Group, LLC
N/A—3,157-3,157-100%$239.6K———
Principal Securities, Inc.
N/A—3,142-3,142-100%$238.4K———
Peak Planning Group, LLC
N/A—3,127-3,127-100%$237.3K———
Gambit Capital Management, LLC
N/A—3,075-3,075-100%$233.3K———
CreativeOne Wealth, LLC
N/A—2,994-2,994-100%$227.2K———
Mayflower Financial Advisors, LLC
N/A—2,890-2,890-100%$219.3K———
Sequoia Financial Advisors, LLC
N/A—2,874-2,874-100%$218.1K———
BlackRock, Inc.
N/A—2,841-2,841-100%$215.6K———
UBS Asset Management Americas LLC
N/A—2,788-2,788-100%$211.6K———
Clearstead Advisors, LLC
N/A—2,704-2,704-100%$205.2K———
Hantz Financial Services, Inc.
N/A—2,535-2,535-100%$192.0K———
Russell Investments Group, Ltd.
N/A—2,147-2,147-100%$162.9K———
Rialto Wealth Management, LLC
N/A—2,115-2,115-100%$160.5K———
FAS Wealth Partners, Inc.
N/A—2,030-2,030-100%$154.1K———
Huntington National Bank
N/A—1,637-1,637-100%$124.2K———
Keating Financial Advisory Services, Inc.
N/A—1,400-1,400-100%$106.2K———
PlanVest Financial, Inc
N/A—1,376-1,376-100%$104.4K———
Tradewinds, Llc.
N/A—1,317-1,317-100%$547.4K———
Twin Lakes Capital Management, LLC
N/A—1,294-1,294-100%$98.2K———
Luken Investment Analytics, LLC
N/A—1,275-1,275-100%$96.7K———
Bartlett & Co. Wealth Management LLC
N/A—965-965-100%$73.2K———
ST Germain D J Co Inc
N/A—907-907-100%$68.8K———
Blair William & Co
N/A—859-859-100%$65.2K———
TD Capital Management LLC
N/A—800-800-100%$60.7K———
Medallion Wealth Advisors, LLC
N/A—800-800-100%$60.7K———
Truvestments Capital LLC
N/A—784-784-100%$59.5K———
South Plains Financial, Inc.
N/A—743-743-100%$56.4K———
Smartleaf Asset Management LLC
N/A—670-670-100%$49.9K———
Ameriflex Group, Inc.
N/A—653-653-100%$49.5K———
Private Wealth Asset Management, LLC
N/A—545-545-100%$41.4K———
Dunhill Financial, LLC
N/A—473-473-100%$35.9K———
Crews Bank & Trust
N/A—452-452-100%$34.3K———
O'shaughnessy Asset Management, LLC
N/A—415-415-100%$31.5K———
Caldwell Sutter Capital, Inc.
N/A—406-406-100%$30.8K———
Anchor Investment Management, LLC
N/A—405-405-100%$30.7K———
Ancora Advisors LLCA
N/A—400-400-100%$30.4K———
Operose Advisors LLC
N/A—389-389-100%$29.5K———
Rothschild Investment LLC
N/A—375-375-100%$28.5K———
Capital Analysts, LLC
N/A—367-367-100%$28———
Graney & King, LLC
N/A—201-201-100%$15.3K———
Strategic Wealth Partners, Ltd.
N/A—107-107-100%$8.1K———
Godfrey Financial Associates, Inc.
N/A—90-90-100%$6.8K———
Bernard Wealth Management Corp.
N/A—25-25-100%$1.9K———
Showing 370 of 370 institutions