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Ft-Preferred Secur & Inc ETF (FPE)

CUSIP: 33739E108 | NYSE | 1255 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Kestra Advisory Services, LLC2,466,108
0.1% of portfolio›$42.0M
Magnus Financial Group LLC2,052,183
2.3% of portfolio›$35.0M
Park National Corp1,947,034
0.9% of portfolio›$33.2M
Truist Financial Corp1,677,331
0.0% of portfolio›$28.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,376,791
0.3% of portfolio›$23.5M
Country Trust Bank1,343,174
0.4% of portfolio›$22.9M
Prospera Financial Services Inc1,282,660
0.3% of portfolio›$21.8M
Ashton Thomas Private Wealth, LLC1,219,425
0.4% of portfolio›$20.8M
Commonwealth Equity Services, LLC1,104,884
0.0% of portfolio›$18.8M
Parkside Investments, LLC1,091,994
2.1% of portfolio›$18.6M
Kestra Private Wealth Services, LLC1,064,779
0.2% of portfolio›$18.2M
HCR Wealth Advisors1,029,238
1.4% of portfolio›$17.5M
Citigroup Inc977,691
0.0% of portfolio›$16.7M
Cambridge Investment Research Advisors, Inc.955,003
0.1% of portfolio›$16.3M
Curran Financial Partners, LLC811,263
2.2% of portfolio›$13.8M
Twelve Points Wealth Management LLC808,503
2.6% of portfolio›$13.7M
Avidian Wealth Enterprises, LLC745,527
0.4% of portfolio›$12.7M
Csenge Advisory Group624,587
0.4% of portfolio›$10.6M
Seros Financial, LLC611,026
5.3% of portfolio›$10.4M
Quad-Cities Investment Group, LLC579,972
3.5% of portfolio›$9.9M
Chicago Partners Investment Group LLC572,757
0.2% of portfolio›$9.7M
Concurrent Investment Advisors, LLC567,955
0.1% of portfolio›$9.7M
Fifth Third Securities, Inc.556,695
0.5% of portfolio›$9.5M
Newman Dignan & Sheerar, Inc.501,318
1.6% of portfolio›$8.5M
Midwest Heritage Bank, FSB499,626
2.5% of portfolio›$8.5M
Oppenheimer & Co Inc452,791
0.1% of portfolio›$7.7M
Gradient Investments LLC449,843
0.1% of portfolio›$7.7M
PFS Partners, LLC415,303
2.9% of portfolio›$7.1M
Glass Jacobson Investment Advisors llc414,174
2.2% of portfolio›$7.1M
Marion Wealth Management409,277
1.4% of portfolio›$7.0M
Integrity Wealth Advisors, Inc.367,032
3.2% of portfolio›$6.3M
Juno Financial Group LLC363,672
2.2% of portfolio›$6.2M
ARQ Wealth Advisors, LLC354,491
0.7% of portfolio›$6.0M
Park Avenue Securities LLC339,770
0.1% of portfolio›$5.8M
Kingswood Wealth Advisors, LLC339,641
0.2% of portfolio›$5.8M
Howard Financial Services, Ltd.327,744
0.6% of portfolio›$5.6M
Mainsail Financial Group, LLC309,860
1.8% of portfolio›$5.3M
Family Legacy, Inc.307,425
1.4% of portfolio›$5.2M
Brookstone Capital Management283,768
0.0% of portfolio›$4.8M
Wealth Enhancement Advisory Services, LLC282,056
0.0% of portfolio›$4.8M
Appleton Partners Inc278,450
0.7% of portfolio›$4.7M
Sound Income Strategies, LLC244,102
0.2% of portfolio›$4.2M
D.A. Davidson & Co.237,313
0.0% of portfolio›$4.0M
Sagace Wealth Management LLC234,738
2.5% of portfolio›$4.0M
Asset Allocation Strategies LLC230,158
0.6% of portfolio›$3.9M
Orba Wealth Advisors, L.L.C.212,880
3.1% of portfolio›$3.6M
United Advisor Group, LLC207,871
0.3% of portfolio›$3.5M
Fearless Solutions, LLC dba Best Invest203,767
1.8% of portfolio›$3.5M
Flagstar Securities, Inc202,634
1.0% of portfolio›$3.5M
Toth Financial Advisory Corp202,578
0.3% of portfolio›$3.5M
Lake Street Private Wealth, LLC199,224
0.4% of portfolio›$3.4M
Avantax Planning Partners, Inc.170,682
0.1% of portfolio›$2.9M
Creative Planning165,187
0.0% of portfolio›$2.8M
Barings LLC165,116
0.0% of portfolio›$2.8M
Horizon Financial Services, LLC152,754
1.0% of portfolio›$2.6M
IFP Advisors, Inc148,008
0.0% of portfolio›$2.5M
Milestones Private Investment Advisors LLC147,334
2.0% of portfolio›$2.5M
Compass Financial Management LLC147,015
0.3% of portfolio›$2.5M
MGO One Seven LLC146,268
0.0% of portfolio›$2.5M
Integrity Alliance, Llc.141,983
0.1% of portfolio›$2.4M
Capital Investment Advisory Services, LLC136,481
0.1% of portfolio›$2.3M
City Holding Co133,707
0.3% of portfolio›$2.3M
Wesbanco Bank Inc129,767
0.1% of portfolio›$2.2M
Stenger Family Office, LLC126,079
0.3% of portfolio›$2.1M
Meridian Financial Partners LLC118,512
0.7% of portfolio›$2.0M
ROI Financial Advisors, LLC118,056
1.0% of portfolio›$2.0M
Etesian Wealth Advisors, Inc.114,594
0.6% of portfolio›$2.0M
Strategic Blueprint, LLC112,488
0.1% of portfolio›$1.9M
WealthBridge Capital Management, LLC112,480
0.4% of portfolio›$1.9M
Sigma Planning Corp105,804
0.0% of portfolio›$1.8M
Walker Asset Management, LLC105,325
0.9% of portfolio›$1.8M
Kingsbury Capital Investment Advisors LLC101,560
1.6% of portfolio›$1.7M
Gill Capital Partners, LLC101,476
0.5% of portfolio›$1.7M
Archer Investment Corp100,267
0.3% of portfolio›$1.7M
Dynamic Advisor Solutions LLC99,646
0.0% of portfolio›$1.7M
Patten Group, Inc.98,778
0.3% of portfolio›$1.7M
APS Management Group, Inc.95,997
1.2% of portfolio›$1.6M
International Assets Investment Management, LLC94,846
0.1% of portfolio›$1.6M
Parallel Advisors, LLC92,296
0.0% of portfolio›$1.6M
Total Clarity Wealth Management, Inc.89,912
0.3% of portfolio›$1.5M
Northbridge Financial Group, LLC87,579
0.5% of portfolio›$1.5M
Independent Wealth Network Inc.86,967
0.4% of portfolio›$1.5M
Global Assets Advisory, LLC85,755
0.3% of portfolio›$1.5M
Simplicity Wealth,LLC83,937
0.0% of portfolio›$1.4M
Independent Financial Group, LLC82,894
0.0% of portfolio›$1.4M
Soltis Investment Advisors LLC80,988
0.1% of portfolio›$1.4M
HUB Investment Partners, LLC80,035
0.0% of portfolio›$1.4M
Summit Financial Wealth Advisors, LLC76,529
0.2% of portfolio›$1.3M
Triumph Capital Management71,552
0.2% of portfolio›$1.2M
Elevation Capital Advisory, LLC70,749
0.5% of portfolio›$1.2M
Private Trust Co NA70,542
0.1% of portfolio›$1.2M
Argyle Capital Partners, LLC67,395
0.7% of portfolio›$1.1M
Steinberganna Wealth Management67,237
0.5% of portfolio›$1.1M
TrueWealth Advisors, LLC61,928
0.2% of portfolio›$1.1M
Kraematon Investment Advisors, Inc58,598
0.7% of portfolio›$999.1K
PUREfi Wealth, LLC58,442
0.5% of portfolio›$996.4K
Gallacher Capital Management LLC58,266
0.8% of portfolio›$993.4K
Paller Financial Services Inc56,735
0.7% of portfolio›$967.3K
Lanark Financial, Inc.55,996
0.1% of portfolio›$954.7K
Bangor Savings Bank55,973
0.1% of portfolio›$954.3K
B. Riley Wealth Advisors, Inc.54,393
0.0% of portfolio›$927.4K
Creative Financial Designs Inc54,382
0.0% of portfolio›$927.2K
Cullen T Bankers, Inc.53,605
0.0% of portfolio›$914.0K
Beacon Financial Advisory LLC53,351
0.2% of portfolio›$909.6K
Essex LLC51,170
0.1% of portfolio›$872.4K
Columbia Advisory Partners LLC49,142
0.5% of portfolio›$837.9K
Tanager Wealth Management LLP48,026
0.1% of portfolio›$818.8K
Wedbush Securities Inc47,104
0.1% of portfolio›$803.0K
SeaCrest Wealth Management, LLC46,240
0.1% of portfolio›$788.4K
Accel Wealth Management45,061
0.2% of portfolio›$768.3K
StoneX Group Inc.44,836
0.0% of portfolio›$764.5K
Beacon Financial Group42,838
0.1% of portfolio›$730.4K
Choreo, LLC42,793
0.0% of portfolio›$729.6K
Freedom Financial Partners LLC41,549
0.2% of portfolio›$708.4K
Advisor OS, LLC39,880
0.0% of portfolio›$680.0K
Davenport & Co LLC39,538
0.0% of portfolio›$674.1K
Farther Finance Advisors, LLC39,146
0.0% of portfolio›$667.4K
Ballew Advisors, Inc38,903
0.3% of portfolio›$664.9K
Puff Wealth Management, LLC37,747
0.6% of portfolio›$643.6K
AlphaCore Capital LLC36,848
0.0% of portfolio›$628.3K
Winebrenner Capital Management LLC36,043
0.4% of portfolio›$614.5K
LVZ, Inc.35,702
0.1% of portfolio›$608.7K
Opulen Financial Group LLC34,014
0.4% of portfolio›$579.9K
Ti-Trust, Inc33,914
0.3% of portfolio›$578.2K
Principle Wealth Partners LLC33,000
0.0% of portfolio›$562.7K
American Institute for Advanced Investment Management, LLP32,925
0.3% of portfolio›$561.4K
Simon Quick Advisors, LLC31,564
0.0% of portfolio›$538.2K
Certified Advisory Corp31,439
0.0% of portfolio›$536.0K
Tcfg Investment Advisors, LLC31,099
0.2% of portfolio›$530.2K
1834 Investment Advisors Co29,706
0.1% of portfolio›$506.5K
Spire Wealth Management28,833
0.0% of portfolio›$491.6K
Aurora Private Wealth, Inc.28,634
0.6% of portfolio›$488.0K
Creekside Partners28,595
0.2% of portfolio›$487.5K
Realta Investment Advisors28,152
0.1% of portfolio›$480.0K
Manchester Financial Inc27,600
0.1% of portfolio›$470.6K
Northwest Wealth Management, LLC27,539
0.1% of portfolio›$469.5K
BAM Wealth Management, LLC26,558
0.2% of portfolio›$452.8K
CWA Asset Management Group, LLC26,401
0.0% of portfolio›$450.1K
Maia Wealth LLC26,025
0.1% of portfolio›$443.7K
Thrivent Financial for Lutherans25,865
0.0% of portfolio›$442.0K
Shulman DeMeo Asset Management LLC25,398
0.1% of portfolio›$433.0K
QP Wealth Management, LLC24,755
0.6% of portfolio›$422.1K
Morey & Quinn Wealth Partners, LLC24,044
0.3% of portfolio›$410.0K
Cooper Financial Group23,949
0.0% of portfolio›$408.3K
Center for Wealth Management Advisory23,852
0.3% of portfolio›$406.7K
YHB Investment Advisors, Inc.22,948
0.0% of portfolio›$391.3K
True Private Wealth Advisors22,888
0.0% of portfolio›$390.2K
Key Capital Management, Inc22,742
0.1% of portfolio›$384.8K
Park Edge Advisors, LLC22,419
0.1% of portfolio›$382.3K
SteelPeak Wealth, LLC22,375
0.0% of portfolio›$381.5K
Pinnacle Associates LTD22,005
0.0% of portfolio›$375.2K
Leo Wealth, LLC22,001
0.1% of portfolio›$375.1K
Tortuga Wealth Management, Inc21,937
0.3% of portfolio›$374.0K
Cyndeo Wealth Partners, LLC21,149
0.0% of portfolio›$360.6K
Omni 360 Wealth, Inc.21,000
0.2% of portfolio›$358.1K
Robertson Stephens Wealth Management, LLC20,850
0.0% of portfolio›$355.5K
First Financial Group Corp20,385
0.3% of portfolio›$347.6K
Capital Investment Advisors, LLC19,818
0.0% of portfolio›$337.9K
Sensible Money, LLC19,226
0.1% of portfolio›$327.8K
Asset Dedication, LLC19,226
0.0% of portfolio›$327.8K
Balboa Wealth Partners19,212
0.0% of portfolio›$327.6K
Stableford Capital II LLC18,759
0.1% of portfolio›$319.8K
Essential Investment Partners LLC18,709
0.2% of portfolio›$319.0K
E&G Advisors, LLC18,438
0.1% of portfolio›$314.4K
Pinnacle Wealth Management Advisory Group, LLC18,355
0.0% of portfolio›$313.0K
Arwa LLC17,795
0.1% of portfolio›$303.4K
Quartz Partners, LLC17,752
0.1% of portfolio›$302.7K
Perigon Wealth Management, LLC17,400
0.0% of portfolio›$296.7K
Y-Intercept (Hong Kong) Ltd17,173
0.0% of portfolio›$292.8K
Helium Advisors LLC16,580
0.2% of portfolio›$282.7K
Atlas Private Wealth Advisors16,414
0.1% of portfolio›$279.9K
Investmark Advisory Group LLC16,244
0.1% of portfolio›$277.0K
RFG Advisory, LLC16,055
0.0% of portfolio›$273.7K
Diversified Enterprises, LLC15,980
0.0% of portfolio›$272.5K
Mascagni Wealth Management, Inc.15,789
0.2% of portfolio›$269.2K
Altus Wealth Group LLC15,731
0.1% of portfolio›$268.2K
Venture Visionary Partners LLC15,678
0.0% of portfolio›$267.3K
NTV Asset Management LLC15,100
0.0% of portfolio›$257.5K
Integris Wealth Management, LLC15,000
0.0% of portfolio›$255.8K
Smithbridge Asset Management Inc14,972
0.0% of portfolio›$255.3K
Endowment Wealth Management, Inc.14,329
0.1% of portfolio›$244.3K
Lodestar Private Asset Management LLC14,228
0.0% of portfolio›$242.6K
Indivisible Partners14,079
0.0% of portfolio›$240.0K
Prime Capital Investment Advisors, LLC13,980
0.0% of portfolio›$238.4K
Cornell Pochily Investment Advisors, Inc.13,969
0.1% of portfolio›$238.2K
Key Client Fiduciary Advisors, LLC13,389
0.1% of portfolio›$228.3K
Capital Square, LLC13,243
0.1% of portfolio›$226.0K
J. L. Bainbridge & Co., Inc.13,105
0.0% of portfolio›$223.4K
Daymark Wealth Partners, LLC13,093
0.0% of portfolio›$223.2K
Partners Wealth Management, LLC12,816
0.0% of portfolio›$218.5K
Focus Financial Network, Inc.12,711
0.0% of portfolio›$216.7K
City Center Advisors, LLC12,513
0.2% of portfolio›$213.4K
Econ Financial Services Corp12,338
0.1% of portfolio›$210.4K
Blue Zone Wealth Advisors, LLC12,323
0.0% of portfolio›$210.1K
Clear Creek Financial Management, LLC12,235
0.0% of portfolio›$208.6K
Advanced Asset Management Advisors Inc12,000
0.1% of portfolio›$204.6K
Vise Technologies, Inc.11,147
0.0% of portfolio›$190.1K
Oak Harvest Investment Services11,084
0.0% of portfolio›$189.0K
ASL Financial, LLC11,000
0.1% of portfolio›$187.6K
Mather Group, Llc.10,577
0.0% of portfolio›$180.3K
Founders Financial Securities LLC10,359
0.0% of portfolio›$176.6K
MBE Wealth Management, LLC10,353
0.1% of portfolio›$176.5K
Security National Bank10,247
0.0% of portfolio›$174.7K
Encompass More Asset Management10,247
0.0% of portfolio›$174.7K
Pinnacle Financial Group, LLC / IL10,221
0.0% of portfolio›$174.3K
Wealthcare Advisory Partners LLC10,048
0.0% of portfolio›$171.3K
SYM Financial Corp10,000
0.0% of portfolio›$170.5K
Hazlett, Burt & Watson, Inc.8,487
0.0% of portfolio›$22.1K
Elevation Wealth Partners, LLC7,626
0.0% of portfolio›$130.0K
Root Financial Partners, LLC7,259
0.0% of portfolio›$123.8K
DeDora Capital, Inc.4,691
0.0% of portfolio›$80.0K
Hilton Head Capital Partners, LLC4,687
0.0% of portfolio›$79.9K
Rossby Financial, LCC3,240
0.0% of portfolio›$55.2K
Rosenberg Matthew Hamilton3,143
0.0% of portfolio›$53.6K
Avion Wealth2,850
0.0% of portfolio›$48
Investors Research Corp2,721
0.0% of portfolio›$46.4K
CoreCap Advisors, LLC2,705
0.0% of portfolio›$46.1K
Versant Capital Management, Inc2,614
0.0% of portfolio›$44.6K
Golden State Wealth Management, LLC1,950
0.0% of portfolio›$33.2K
Ascentis Independent Advisors1,851
0.0% of portfolio›$31.6K
Dhjj Financial Advisors, Ltd.1,532
0.0% of portfolio›$26.1K
Larson Financial Group LLC1,500
0.0% of portfolio›$25.6K
Ameliora Wealth Management Ltd.1,431
0.0% of portfolio›$24.4K
Capital Advisors, Ltd. LLC1,394
0.0% of portfolio›$24.0K
Raleigh Capital Management Inc.1,275
0.0% of portfolio›$21.7K
Piscataqua Savings Bank1,200
0.0% of portfolio›$20.4K
First Horizon Corp1,079
0.0% of portfolio›$18.4K
Whipplewood Advisors, LLC1,000
0.0% of portfolio›$17.1K
Community Financial Services Group, LLC1,000
0.0% of portfolio›$17.1K
Armstrong Advisory Group, Inc969
0.0% of portfolio›$16.5K
NBT Bank, N.A.854
0.0% of portfolio›$14.6K
Main Street Group, LTD850
0.0% of portfolio›$14.5K
Smallwood Wealth Investment Management, LLC768
0.0% of portfolio›$13.1K
Cape Investment Advisory, Inc.700
0.0% of portfolio›$11.9K
JFS Wealth Advisors, LLC675
0.0% of portfolio›$11.5K
Signature Equity Partners, LLC501
0.0% of portfolio›$8.5K
Washington Trust Advisors, Inc.487
0.0% of portfolio›$8.3K
Kelleher Financial Advisors414
0.0% of portfolio›$7.1K
Pinnacle Bancorp, Inc.380
0.0% of portfolio›$6.5K
Vision Financial Markets LLC337
0.0% of portfolio›$5.7K
Assetmark, Inc331
0.0% of portfolio›$5.6K
Tounjian Advisory Partners, LLC328
0.0% of portfolio›$5.6K
Latitude Advisors, LLC322
0.0% of portfolio›$5.5K
First United Bank & Trust220
0.0% of portfolio›$3.8K
Quest 10 Wealth Builders, Inc.175
0.0% of portfolio›$3.0K
GK Wealth Management LLC161
0.0% of portfolio›$2.7K
CX Institutional150
0.0% of portfolio›$3
Financial Network Wealth Advisors LLC122
0.0% of portfolio›$2.1K
SBI Securities Co., Ltd.104
0.0% of portfolio›$1.8K
Pinnacle Wealth Planning Services, Inc.93
0.0% of portfolio›$1.6K
Simplex Trading, LLC74
0.0% of portfolio›$1.3K
Elevated Capital Advisors, LLC55
0.0% of portfolio›$938
Silver Grove Financial Group, Inc.41
0.0% of portfolio›$699
Signaturefd, LLC35
0.0% of portfolio›$597
Lloyd Advisory Services, Llc.19
0.0% of portfolio›$318
Allspring Global Investments Holdings, LLC2
0.0% of portfolio›$31
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
2,466,108$42.0M0.1%CoreLowAustin, TX2026-11-02
Magnus Financial Group LLC
2,052,183$35.0M2.3%ETFLowNew York, NY2026-10-21
Park National Corp
1,947,034$33.2M0.9%CoreLowNewark, OH2026-10-05
Truist Financial Corp
1,677,331$28.6M0.0%CoreLowCharlotte, NC2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,376,791$23.5M0.3%GrowthVery LowSeattle, WA2026-10-27
Country Trust Bank
1,343,174$22.9M0.4%GrowthLowBloomington, IL2026-10-30
Prospera Financial Services Inc
1,282,660$21.8M0.3%CoreMediumDallas, TX2026-11-04
Ashton Thomas Private Wealth, LLC
1,219,425$20.8M0.4%CoreMediumScottsdale, AZ2026-11-03
Commonwealth Equity Services, LLC
1,104,884$18.8M0.0%ETFLowWaltham, MA2026-11-02
Parkside Investments, LLC
1,091,994$18.6M2.1%ETFLowDeerfield, IL2026-10-20
Kestra Private Wealth Services, LLC
1,064,779$18.2M0.2%GrowthLowAustin, TX2026-10-30
HCR Wealth Advisors
1,029,238$17.5M1.4%GrowthLowLos Angeles, CA2026-10-15
Citigroup Inc
977,691$16.7M0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
955,003$16.3M0.1%ETFLowFairfield, IA2026-11-02
Curran Financial Partners, LLC
811,263$13.8M2.2%ETFMediumDaniel Island, SC2026-11-04
Twelve Points Wealth Management LLC
808,503$13.7M2.6%ETFMediumConcord, MA2026-11-03
Avidian Wealth Enterprises, LLC
745,527$12.7M0.4%ETFLowHouston, TX2026-10-08
Csenge Advisory Group
624,587$10.6M0.4%ETFMediumClearwater, FL2026-11-04
Seros Financial, LLC
611,026$10.4M5.3%ETFMediumGilbert, AZ2026-10-21
Quad-Cities Investment Group, LLC
579,972$9.9M3.5%CoreLowDavenport, IA2026-10-16
Chicago Partners Investment Group LLC
572,757$9.7M0.2%GARPLowChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
567,955$9.7M0.1%GrowthMediumTampa, FL2026-10-16
Fifth Third Securities, Inc.
556,695$9.5M0.5%ETFLowCincinnati, OH2026-10-21
Newman Dignan & Sheerar, Inc.
501,318$8.5M1.6%ETFLowProvidence, RI2026-10-21
Midwest Heritage Bank, FSB
499,626$8.5M2.5%ETFVery LowWest Des Moines, IA2026-10-26
Oppenheimer & Co Inc
452,791$7.7M0.1%CoreLowNew York, NY2026-10-26
Gradient Investments LLC
449,843$7.7M0.1%CoreMediumArden Hills, MN2026-10-08
PFS Partners, LLC
415,303$7.1M2.9%ETFVery LowMine Hill, NJ2026-10-21
Glass Jacobson Investment Advisors llc
414,174$7.1M2.2%ETFLowOwings Mills, MD2026-10-26
Marion Wealth Management
409,277$7.0M1.4%ETFVery LowMonroeville, PA2026-10-22
Integrity Wealth Advisors, Inc.
367,032$6.3M3.2%ETFMediumVentura, CA2026-10-29
Juno Financial Group LLC
363,672$6.2M2.2%ETFMediumRichmond, VA2026-10-27
ARQ Wealth Advisors, LLC
354,491$6.0M0.7%ETFLowScottsdale, AZ2026-10-29
Park Avenue Securities LLC
339,770$5.8M0.1%ETFMediumNew York, NY2026-10-26
Kingswood Wealth Advisors, LLC
339,641$5.8M0.2%GrowthLowSan Diego, CA2026-10-23
Howard Financial Services, Ltd.
327,744$5.6M0.6%ETFLowDallas, TX2026-10-15
Mainsail Financial Group, LLC
309,860$5.3M1.8%ETFLowBellevue, WA2026-10-23
Family Legacy, Inc.
307,425$5.2M1.4%CoreVery LowGreenville, SC2026-10-13
Brookstone Capital Management
283,768$4.8M0.0%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
282,056$4.8M0.0%CoreLowPlymouth, MN2026-10-13
Appleton Partners Inc
278,450$4.7M0.7%GrowthLowBoston, MA2026-10-30
Sound Income Strategies, LLC
244,102$4.2M0.2%YieldMediumFt Lauderdale, FL2026-10-09
D.A. Davidson & Co.
237,313$4.0M0.0%CoreLowGreat Falls, MT2026-10-28
Sagace Wealth Management LLC
234,738$4.0M2.5%ETFLowSt. Petersburg, FL2026-10-28
Asset Allocation Strategies LLC
230,158$3.9M0.6%ETFMediumFarmington, MI2026-10-20
Orba Wealth Advisors, L.L.C.
212,880$3.6M3.1%ETFMediumChicago, IL2026-10-23
United Advisor Group, LLC
207,871$3.5M0.3%ETFLowCincinnati, OH2026-11-03
Fearless Solutions, LLC dba Best Invest
203,767$3.5M1.8%ETFLowSan Antonio, TX2026-10-14
Flagstar Securities, Inc
202,634$3.5M1.0%ETFVery LowNew York, NY2026-10-15
Toth Financial Advisory Corp
202,578$3.5M0.3%CoreLowLeesburg, VA2026-10-08
Lake Street Private Wealth, LLC
199,224$3.4M0.4%GrowthLowChicago, IL2026-10-22
Avantax Planning Partners, Inc.
170,682$2.9M0.1%ETFLowDubuque, IA2026-11-03
Creative Planning
165,187$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Barings LLC
165,116$2.8M0.0%ETFLowCharlotte, NC2026-10-22
Horizon Financial Services, LLC
152,754$2.6M1.0%ETFLowWinston Salem, NC2026-11-04
IFP Advisors, Inc
148,008$2.5M0.0%GrowthLowTampa, FL2026-10-16
Milestones Private Investment Advisors LLC
147,334$2.5M2.0%ETFMediumFairport, NY2026-10-19
Compass Financial Management LLC
147,015$2.5M0.3%CoreN/ATampa, FL2026-10-30
MGO One Seven LLC
146,268$2.5M0.0%GrowthLowBeachwood, OH2026-10-28
Integrity Alliance, Llc.
141,983$2.4M0.1%ETFMediumUrbandale, IA2026-10-29
Capital Investment Advisory Services, LLC
136,481$2.3M0.1%CoreMediumRaleigh, NC2026-10-30
City Holding Co
133,707$2.3M0.3%CoreLowCharleston, WV2026-10-19
Wesbanco Bank Inc
129,767$2.2M0.1%CoreLowWheeling, WV2026-11-04
Stenger Family Office, LLC
126,079$2.1M0.3%GrowthMediumNaperville, IL2026-10-22
Meridian Financial Partners LLC
118,512$2.0M0.7%GrowthLowWarrenton, VA2026-10-23
ROI Financial Advisors, LLC
118,056$2.0M1.0%GrowthVery LowBeaverton, OR2026-10-19
Etesian Wealth Advisors, Inc.
114,594$2.0M0.6%ETFLowWest Linn, OR2026-10-27
Strategic Blueprint, LLC
112,488$1.9M0.1%ETFLowAtlanta, GA2026-10-22
WealthBridge Capital Management, LLC
112,480$1.9M0.4%ETFLowWesterville, OH2026-10-16
Sigma Planning Corp
105,804$1.8M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Walker Asset Management, LLC
105,325$1.8M0.9%CoreVery LowSpringfield, MO2026-10-13
Kingsbury Capital Investment Advisors LLC
101,560$1.7M1.6%GrowthMediumEvanston, IL2026-10-20
Gill Capital Partners, LLC
101,476$1.7M0.5%ETFLowDenver, CO2026-10-13
Archer Investment Corp
100,267$1.7M0.3%CoreMediumCarmel, IN2026-11-05
Dynamic Advisor Solutions LLC
99,646$1.7M0.0%ETFLowPhoenix, AZ2026-10-13
Patten Group, Inc.
98,778$1.7M0.3%CoreLowChattanooga, TN2026-10-26
APS Management Group, Inc.
95,997$1.6M1.2%ETFMediumTorrance, CA2026-10-14
International Assets Investment Management, LLC
94,846$1.6M0.1%CoreVery HighOrlando, FL2026-11-02
Parallel Advisors, LLC
92,296$1.6M0.0%IndexLowSan Francisco, CA2026-11-03
Total Clarity Wealth Management, Inc.
89,912$1.5M0.3%ETFMediumSt. Charles, IL2026-10-26
Northbridge Financial Group, LLC
87,579$1.5M0.5%GrowthLowTampa, FL2026-11-05
Independent Wealth Network Inc.
86,967$1.5M0.4%ETFMediumUrbandale, IA2026-10-19
Global Assets Advisory, LLC
85,755$1.5M0.3%GrowthHighOrlando, FL2026-10-28
Simplicity Wealth,LLC
83,937$1.4M0.0%ETFLowSummit, NJ2026-10-23
Independent Financial Group, LLC
82,894$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Soltis Investment Advisors LLC
80,988$1.4M0.1%CoreMediumSt. George, UT2026-10-28
HUB Investment Partners, LLC
80,035$1.4M0.0%GrowthLowAustin, TX2026-11-03
Summit Financial Wealth Advisors, LLC
76,529$1.3M0.2%ETFLowLafayette, LA2026-10-15
Triumph Capital Management
71,552$1.2M0.2%ETFMediumDenver, CO2026-10-14
Elevation Capital Advisory, LLC
70,749$1.2M0.5%ETFVery HighBend, OR2026-10-29
Private Trust Co NA
70,542$1.2M0.1%CoreLowCleveland, OH2026-10-20
Argyle Capital Partners, LLC
67,395$1.1M0.7%CoreLowLos Angeles, CA2026-10-23
Steinberganna Wealth Management
67,237$1.1M0.5%ETFLowHuntington, NY2026-10-23
TrueWealth Advisors, LLC
61,928$1.1M0.2%ETFMediumBirmingham, AL2026-10-09
Kraematon Investment Advisors, Inc
58,598$999.1K0.7%MomentumLowBraintree, MA2026-11-02
PUREfi Wealth, LLC
58,442$996.4K0.5%GrowthMediumBoston, MA2026-10-19
Gallacher Capital Management LLC
58,266$993.4K0.8%ValueMediumLone Tree, CO2026-10-30
Paller Financial Services Inc
56,735$967.3K0.7%ETFMediumCentennial, CO2026-10-13
Lanark Financial, Inc.
55,996$954.7K0.1%CoreMediumBirmingham, AL2026-10-26
Bangor Savings Bank
55,973$954.3K0.1%ETFLowBangor, ME2026-10-06
B. Riley Wealth Advisors, Inc.
54,393$927.4K0.0%GrowthLowMemphis, TN2026-10-13
Creative Financial Designs Inc
54,382$927.2K0.0%ETFMediumKokomo, IN2026-11-04
Cullen T Bankers, Inc.
53,605$914.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Beacon Financial Advisory LLC
53,351$909.6K0.2%ETFLowCleveland, OH2026-10-16
Essex LLC
51,170$872.4K0.1%ETFLowDeer Park, IL2026-10-14
Columbia Advisory Partners LLC
49,142$837.9K0.5%ETFMediumSpokane, WA2026-10-15
Tanager Wealth Management LLP
48,026$818.8K0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Wedbush Securities Inc
47,104$803.0K0.1%CoreLowPasadena, CA2026-10-22
SeaCrest Wealth Management, LLC
46,240$788.4K0.1%GrowthLowPurchase, NY2026-10-21
Accel Wealth Management
45,061$768.3K0.2%ETFLowWaverly, IA2026-10-13
StoneX Group Inc.
44,836$764.5K0.0%ETFMediumNew York, NY2026-11-03
Beacon Financial Group
42,838$730.4K0.1%ETFMediumDallas, TX2026-10-19
Choreo, LLC
42,793$729.6K0.0%IndexLowRockford, IL2026-10-28
Freedom Financial Partners LLC
41,549$708.4K0.2%ETFLowOakdale, MN2026-10-19
Advisor OS, LLC
39,880$680.0K0.0%ETFMediumChicago, IL2026-11-03
Davenport & Co LLC
39,538$674.1K0.0%CoreMediumRichmond, VA2026-10-14
Farther Finance Advisors, LLC
39,146$667.4K0.0%IndexLowSan Francisco, CA2026-10-08
Ballew Advisors, Inc
38,903$664.9K0.3%ETFLowJackson, MS2026-10-05
Puff Wealth Management, LLC
37,747$643.6K0.6%ETFLowHaddonfield, NJ2026-10-07
AlphaCore Capital LLC
36,848$628.3K0.0%ETFLowLa Jolla, CA2026-11-04
Winebrenner Capital Management LLC
36,043$614.5K0.4%ETFLowLouisville, KY2026-10-07
LVZ, Inc.
35,702$608.7K0.1%ETFLowHolland, MI2026-10-20
Opulen Financial Group LLC
34,014$579.9K0.4%ETFVery LowArlington, VA2026-10-22
Ti-Trust, Inc
33,914$578.2K0.3%CoreVery LowQuincy, IL2026-10-21
Principle Wealth Partners LLC
33,000$562.7K0.0%CoreVery LowMadison, CT2026-11-02
American Institute for Advanced Investment Management, LLP
32,925$561.4K0.3%ETFLowScottsdale, AZ2026-11-03
Simon Quick Advisors, LLC
31,564$538.2K0.0%ETFLowMorristown, NJ2026-10-26
Certified Advisory Corp
31,439$536.0K0.0%ETFLowAltamonte Springs, FL2026-10-29
Tcfg Investment Advisors, LLC
31,099$530.2K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
1834 Investment Advisors Co
29,706$506.5K0.1%ValueLowMilwaukee, WI2026-10-16
Spire Wealth Management
28,833$491.6K0.0%GrowthMediumMclean, VA2026-10-30
Aurora Private Wealth, Inc.
28,634$488.0K0.6%ETFLowRockaway, NJ2026-10-20
Creekside Partners
28,595$487.5K0.2%ETFVery LowPetaluma, CA2026-11-04
Realta Investment Advisors
28,152$480.0K0.1%GrowthMediumWilmington, DE2026-10-14
Manchester Financial Inc
27,600$470.6K0.1%ETFMediumWestlake Village, CA2026-10-15
Northwest Wealth Management, LLC
27,539$469.5K0.1%ETFLowSpencer, IA2026-10-30
BAM Wealth Management, LLC
26,558$452.8K0.2%ETFHighLakewood, CO2026-10-15
CWA Asset Management Group, LLC
26,401$450.1K0.0%CoreMediumNaples, FL2026-10-19
Maia Wealth LLC
26,025$443.7K0.1%ETFMediumDenver, CO2026-10-19
Thrivent Financial for Lutherans
25,865$442.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Shulman DeMeo Asset Management LLC
25,398$433.0K0.1%ETFVery LowLake Success, NY2026-10-09
QP Wealth Management, LLC
24,755$422.1K0.6%GrowthHighBoca Raton, FL2026-10-20
Morey & Quinn Wealth Partners, LLC
24,044$410.0K0.3%CoreVery LowOmaha, NE2026-10-28
Cooper Financial Group
23,949$408.3K0.0%GrowthMediumIrvine, CA2026-10-07
Center for Wealth Management Advisory
23,852$406.7K0.3%CoreMediumMilford, OH2026-10-23
YHB Investment Advisors, Inc.
22,948$391.3K0.0%GrowthLowWest Hartford, CT2026-10-08
True Private Wealth Advisors
22,888$390.2K0.0%ETFMediumSalem, OR2026-10-19
Key Capital Management, Inc
22,742$384.8K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Park Edge Advisors, LLC
22,419$382.3K0.1%CoreMediumCleveland, OH2026-10-28
SteelPeak Wealth, LLC
22,375$381.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Pinnacle Associates LTD
22,005$375.2K0.0%CoreLowNew York, NY2026-10-20
Leo Wealth, LLC
22,001$375.1K0.1%CoreLowHurst, TX2026-10-26
Tortuga Wealth Management, Inc
21,937$374.0K0.3%CoreLowTorrance, CA2026-10-27
Cyndeo Wealth Partners, LLC
21,149$360.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Omni 360 Wealth, Inc.
21,000$358.1K0.2%ETFLowPlainsboro, NJ2026-10-13
Robertson Stephens Wealth Management, LLC
20,850$355.5K0.0%ETFMediumSan Francisco, CA2026-10-16
First Financial Group Corp
20,385$347.6K0.3%ETFLowRaleigh, NC2026-10-22
Capital Investment Advisors, LLC
19,818$337.9K0.0%CoreLowAtlanta, GA2026-10-22
Sensible Money, LLC
19,226$327.8K0.1%ETFVery LowScottsdale, AZ2026-10-20
Asset Dedication, LLC
19,226$327.8K0.0%ETFLowSan Francisco, CA2026-11-03
Balboa Wealth Partners
19,212$327.6K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Stableford Capital II LLC
18,759$319.8K0.1%CoreHighScottsdale, AZ2026-10-09
Essential Investment Partners LLC
18,709$319.0K0.2%GrowthLowEnglewood, CO2026-10-27
E&G Advisors, LLC
18,438$314.4K0.1%ETFVery LowHouston, TX2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
18,355$313.0K0.0%GrowthLowRed Bank, NJ2026-10-23
Arwa LLC
17,795$303.4K0.1%ETFMediumFort Worth, TX2026-10-21
Quartz Partners, LLC
17,752$302.7K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Perigon Wealth Management, LLC
17,400$296.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Y-Intercept (Hong Kong) Ltd
17,173$292.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Helium Advisors LLC
16,580$282.7K0.2%ETFLowVancouver, WA2026-10-23
Atlas Private Wealth Advisors
16,414$279.9K0.1%ETFLowRed Bank, NJ2026-10-23
Investmark Advisory Group LLC
16,244$277.0K0.1%ETFVery LowShelton, CT2026-10-27
RFG Advisory, LLC
16,055$273.7K0.0%ETFMediumBirmingham, AL2026-11-03
Diversified Enterprises, LLC
15,980$272.5K0.0%ETFVery LowWilmington, DE2026-10-19
Mascagni Wealth Management, Inc.
15,789$269.2K0.2%ETFLowClinton, MS2026-10-23
Altus Wealth Group LLC
15,731$268.2K0.1%ETFLowColorado Springs, CO2026-10-20
Venture Visionary Partners LLC
15,678$267.3K0.0%CoreLowSylvania, OH2026-10-07
NTV Asset Management LLC
15,100$257.5K0.0%GrowthLowCharleston, WV2026-10-23
Integris Wealth Management, LLC
15,000$255.8K0.0%ETFVery LowMonterey, CA2026-10-14
Smithbridge Asset Management Inc
14,972$255.3K0.0%GrowthLowChadds Ford, PA2026-10-19
Endowment Wealth Management, Inc.
14,329$244.3K0.1%ETFMediumAppleton, WI2026-11-03
Lodestar Private Asset Management LLC
14,228$242.6K0.0%ETFLowAlamo, CA2026-10-26
Indivisible Partners
14,079$240.0K0.0%GrowthMediumClearwater, FL2026-10-26
Prime Capital Investment Advisors, LLC
13,980$238.4K0.0%ETFLowOverland Park, KS2026-10-20
Cornell Pochily Investment Advisors, Inc.
13,969$238.2K0.1%CoreLowIthaca, NY2026-10-19
Key Client Fiduciary Advisors, LLC
13,389$228.3K0.1%ValueMediumFairfield, NJ2026-10-19
Capital Square, LLC
13,243$226.0K0.1%YieldMediumAthens, TN2026-10-19
J. L. Bainbridge & Co., Inc.
13,105$223.4K0.0%GrowthLowSarasota, FL2026-10-20
Daymark Wealth Partners, LLC
13,093$223.2K0.0%CoreLowCincinnati, OH2026-11-04
Partners Wealth Management, LLC
12,816$218.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Focus Financial Network, Inc.
12,711$216.7K0.0%ETFLowMinneapolis, MN2026-10-14
City Center Advisors, LLC
12,513$213.4K0.2%ETFMediumTroy, MI2026-10-08
Econ Financial Services Corp
12,338$210.4K0.1%YieldVery HighHarrisburg, PA2026-10-19
Blue Zone Wealth Advisors, LLC
12,323$210.1K0.0%MomentumLowLos Angeles, CA2026-10-19
Clear Creek Financial Management, LLC
12,235$208.6K0.0%ETFMediumSilverdale, WA2026-10-28
Advanced Asset Management Advisors Inc
12,000$204.6K0.1%CoreVery LowDublin, OH2026-10-20
Vise Technologies, Inc.
11,147$190.1K0.0%IndexLowNew York, NY2026-10-29
Oak Harvest Investment Services
11,084$189.0K0.0%GrowthMediumHouston, TX2026-10-20
ASL Financial, LLC
11,000$187.6K0.1%ETFVery LowLos Gatos, CA2026-10-15
Mather Group, Llc.
10,577$180.3K0.0%ETFMediumChicago, IL2026-10-14
Founders Financial Securities LLC
10,359$176.6K0.0%ETFMediumTowson, MD2026-10-28
MBE Wealth Management, LLC
10,353$176.5K0.1%ETFVery LowTomah, WI2026-10-26
Security National Bank
10,247$174.7K0.0%GrowthLowOmaha, NE2026-10-26
Encompass More Asset Management
10,247$174.7K0.0%ETFHighDanville, CA2026-10-16
Pinnacle Financial Group, LLC / IL
10,221$174.3K0.0%ETFVery LowWestern Springs, IL2026-10-29
Wealthcare Advisory Partners LLC
10,048$171.3K0.0%ETFLowWest Chester, PA2026-10-21
SYM Financial Corp
10,000$170.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Hazlett, Burt & Watson, Inc.
8,487$22.1K0.0%CoreVery LowWheeling, WV2026-11-04
Elevation Wealth Partners, LLC
7,626$130.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Root Financial Partners, LLC
7,259$123.8K0.0%ETFMediumEncinitas, CA2026-10-21
DeDora Capital, Inc.
4,691$80.0K0.0%ETFVery LowNapa, CA2026-10-26
Hilton Head Capital Partners, LLC
4,687$79.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Rossby Financial, LCC
3,240$55.2K0.0%ETFMediumMelbourne, FL2026-11-05
Rosenberg Matthew Hamilton
3,143$53.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Avion Wealth
2,850$480.0%ETFLowThe Woodlands, TX2026-11-04
Investors Research Corp
2,721$46.4K0.0%ETFLowAtlanta, GA2026-10-07
CoreCap Advisors, LLC
2,705$46.1K0.0%ETFMediumSouthfield, MI2026-10-08
Versant Capital Management, Inc
2,614$44.6K0.0%GARPLowPhoenix, AZ2026-10-02
Golden State Wealth Management, LLC
1,950$33.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Independent Advisors
1,851$31.6K0.0%ETFLowDallas, TX2026-11-03
Dhjj Financial Advisors, Ltd.
1,532$26.1K0.0%ETFVery LowNaperville, IL2026-10-23
Larson Financial Group LLC
1,500$25.6K0.0%GrowthLowSt Louis, MO2026-11-05
Ameliora Wealth Management Ltd.
1,431$24.4K0.0%ETFLowZurich, Switzerland2026-10-23
Capital Advisors, Ltd. LLC
1,394$24.0K0.0%ETFLowShaker Heights, OH2026-10-27
Raleigh Capital Management Inc.
1,275$21.7K0.0%CoreMediumCary, NC2026-10-28
Piscataqua Savings Bank
1,200$20.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
First Horizon Corp
1,079$18.4K0.0%CoreLowMemphis, TN2026-10-26
Whipplewood Advisors, LLC
1,000$17.1K0.0%ETFLowLittleton, CO2026-10-20
Community Financial Services Group, LLC
1,000$17.1K0.0%GrowthLowNewport, VT2026-10-15
Armstrong Advisory Group, Inc
969$16.5K0.0%ETFHighNeedham, MA2026-10-09
NBT Bank, N.A.
854$14.6K0.0%CoreLowNorwich, NY2026-10-21
Main Street Group, LTD
850$14.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Smallwood Wealth Investment Management, LLC
768$13.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Cape Investment Advisory, Inc.
700$11.9K0.0%ETFLowMcdonough, GA2026-10-13
JFS Wealth Advisors, LLC
675$11.5K0.0%ETFVery LowHermitage, PA2026-11-03
Signature Equity Partners, LLC
501$8.5K0.0%GrowthMediumColumbus, OH2026-10-29
Washington Trust Advisors, Inc.
487$8.3K0.0%GrowthLowWellesley, MA2026-10-22
Kelleher Financial Advisors
414$7.1K0.0%CoreMediumNew York, NY2026-10-30
Pinnacle Bancorp, Inc.
380$6.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Vision Financial Markets LLC
337$5.7K0.0%CoreLowStamford, CT2026-10-22
Assetmark, Inc
331$5.6K0.0%ETFLowConcord, CA2026-10-21
Tounjian Advisory Partners, LLC
328$5.6K0.0%GrowthHighFort Myers, FL2026-11-04
Latitude Advisors, LLC
322$5.5K0.0%ETFLowYorkville, IL2026-10-27
First United Bank & Trust
220$3.8K0.0%CoreLowOakland, MD2026-10-22
Quest 10 Wealth Builders, Inc.
175$3.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
GK Wealth Management LLC
161$2.7K0.0%GARPVery HighReno, NV2026-10-09
CX Institutional
150$30.0%CoreMediumAuburn, IN2026-10-02
Financial Network Wealth Advisors LLC
122$2.1K0.0%ETFLowMurray, UT2026-10-28
SBI Securities Co., Ltd.
104$1.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pinnacle Wealth Planning Services, Inc.
93$1.6K0.0%GARPLowMansfield, OH2026-10-27
Simplex Trading, LLC
74$1.3K0.0%CoreVery HighChicago, IL2026-11-04
Elevated Capital Advisors, LLC
55$9380.0%ETFMediumSandy, UT2026-11-04
Silver Grove Financial Group, Inc.
41$6990.0%CoreMediumOrchard Park, NY2026-11-05
Signaturefd, LLC
35$5970.0%IndexLowAtlanta, GA2026-10-23
Lloyd Advisory Services, Llc.
19$3180.0%ETFVery HighSuwanee, GA2026-11-02
Allspring Global Investments Holdings, LLC
2$310.0%CoreMediumCharlotte, NC2026-11-04