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First Trust Long T Eqty (FTLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares677,180 from 585,764
Change+91,416 (+16%)
Value$51.9M (+$8.7M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares440,289 from 439,134
Change+1,155 (+0%)
Value$33.8M (+$1.4M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares335,114 from 375,039
Change-39,925 (-11%)
Value$25.7M (-$2.0M)
Filed 2026-11-02
Cornerstone Planning Group LLC
INCREASED
Shares252,778 from 244,171
Change+8,607 (+4%)
Value$19.6M (+$1.3M)
Filed 2026-10-16
EdgeRock Capital LLC
INCREASED
Shares225,509 from 210,937
Change+14,572 (+7%)
Value$17.3M (+$1.7M)
Filed 2026-11-03
Hobart Private Capital, LLC
INCREASED
Shares220,020 from 217,929
Change+2,091 (+1%)
Value$16.9M (+$790.2K)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares186,391 from 340,744
Change-154,353 (-45%)
Value$14.3M (-$10.9M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares180,554 from 179,303
Change+1,251 (+1%)
Value$13.8M (+$614.1K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
DECREASED
Shares151,160 from 153,708
Change-2,548 (-2%)
Value$11.6M (+$248.8K)
Filed 2026-10-21
IMG Wealth Management, Inc.
INCREASED
Shares116,836 from 101,025
Change+15,811 (+16%)
Value$9.0M (+$1.5M)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares108,617 from 105,271
Change+3,346 (+3%)
Value$8.3M (+$560.8K)
Filed 2026-10-23
Financial Enhancement Group LLC
DECREASED
Shares106,618 from 112,472
Change-5,854 (-5%)
Value$8.3M (-$9.8K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares106,465 from 101,273
Change+5,192 (+5%)
Value$8.2M (+$690.9K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares99,324 from 101,404
Change-2,080 (-2%)
Value$7.6M (+$133.5K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares98,509 from 40,933
Change+57,576 (+141%)
Value$7.6M (+$4.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares98,509 from 40,933
Change+57,576 (+141%)
Value$7.6M (+$4.5M)
Filed 2026-10-20
Live Oak Investment Partners
INCREASED
Shares95,075 from 94,513
Change+562 (+1%)
Value$7.3M (+$316.2K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
DECREASED
Shares94,314 from 108,101
Change-13,787 (-13%)
Value$7.2M (-$744.9K)
Filed 2026-10-15
Focus Wealth Advisors, LLC
DECREASED
Shares89,672 from 91,195
Change-1,523 (-2%)
Value$6.9M (+$146.7K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares89,007 from 55,347
Change+33,660 (+61%)
Value$6.8M (+$2.7M)
Filed 2026-10-23
Philip James Wealth Mangement, LLC
DECREASED
Shares86,528 from 88,991
Change-2,463 (-3%)
Value$6.6M (+$67.4K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares75,764 from 79,497
Change-3,733 (-5%)
Value$5.8M (-$57.0K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares74,523 from 53,019
Change+21,504 (+41%)
Value$5.7M (+$1.8M)
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares64,625 from 66,458
Change-1,833 (-3%)
Value$5.0M (+$51.5K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares54,496 from 49,253
Change+5,243 (+11%)
Value$4.2M (+$554.1K)
Filed 2026-10-13
Center For Asset Management LLC
INCREASED
Shares52,520 from 50,335
Change+2,185 (+4%)
Value$4.0M (+$313.0K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares50,798 from 51,811
Change-1,013 (-2%)
Value$3.9M (+$236.7K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares50,043 from 40,750
Change+9,293 (+23%)
Value$3.8M (+$830.4K)
Filed 2026-11-02
Guilbault Capital LLC
DECREASED
Shares48,937 from 56,000
Change-7,063 (-13%)
Value$3.8M (-$379.8K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares48,525 from 45,758
Change+2,767 (+6%)
Value$3.7M (+$344.5K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares43,868 from 38,723
Change+5,145 (+13%)
Value$3.4M (+$506.5K)
Filed 2026-10-29
Fairway Wealth LLC
INCREASED
Shares41,504 from 33,745
Change+7,759 (+23%)
Value$3.2M (+$692.5K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares40,795 from 39,871
Change+924 (+2%)
Value$3.1M (+$186.1K)
Filed 2026-10-26
Asset Allocation Strategies LLC
DECREASED
Shares39,914 from 42,774
Change-2,860 (-7%)
Value$3.1M (-$95.7K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares38,860 from 26,944
Change+11,916 (+44%)
Value$3.0M (+$991.7K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares38,152 from 45,397
Change-7,245 (-16%)
Value$2.9M (-$424.4K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares35,273 from 37,212
Change-1,939 (-5%)
Value$2.7M (-$42.6K)
Filed 2026-10-23
Arwa LLC
INCREASED
Shares34,051 from 21,062
Change+12,989 (+62%)
Value$2.7M (+$1.1M)
Filed 2026-10-21
Collaborative Fund Advisors, LLC
NEW
Shares33,985
Change+33,985
Value$2.6M
Filed 2026-11-02
Joseph Group Capital Management
INCREASED
Shares32,717 from 126
Change+32,591 (+25866%)
Value$2.5M (+$2.5M)
Filed 2026-11-04
WealthPLAN Partners, LLC
DECREASED
Shares31,926 from 45,999
Change-14,073 (-31%)
Value$2.4M (-$946.3K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares31,332 from 29,341
Change+1,991 (+7%)
Value$2.4M (+$237.5K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares30,859 from 26,678
Change+4,181 (+16%)
Value$2.4M (+$397.7K)
Filed 2026-10-19
Stegent Equity Advisors, Inc.
DECREASED
Shares29,836 from 51,297
Change-21,461 (-42%)
Value$2.3M (-$1.5M)
Filed 2026-10-13
Montis Financial, LLC
INCREASED
Shares29,559 from 28,504
Change+1,055 (+4%)
Value$2.3M (+$163.3K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares27,321 from 24,005
Change+3,316 (+14%)
Value$2.1M (+$323.7K)
Filed 2026-11-04
Smart Wealth LLC
DECREASED
Shares25,083 from 29,117
Change-4,034 (-14%)
Value$1.9M (-$225.2K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,835 from 24,581
Change+254 (+1%)
Value$1.9M (+$90.5K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED
Shares24,701 from 24,816
Change-115 (0%)
Value$1.9M (+$62.9K)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
INCREASED
Shares23,440 from 23,104
Change+336 (+1%)
Value$1.8M (+$57.7K)
Filed 2026-10-29
Old National Bancorp
DECREASED
Shares23,401 from 32,681
Change-9,280 (-28%)
Value$1.8M (-$617.2K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares23,079 from 17,236
Change+5,843 (+34%)
Value$1.8M (+$497.9K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares22,648 from 14,184
Change+8,464 (+60%)
Value$1.7M (+$690.1K)
Filed 2026-10-08
Ascentis Independent Advisors
INCREASED
Shares21,563 from 1,453
Change+20,110 (+1384%)
Value$1.7M (+$1.5M)
Filed 2026-11-03
Parcion Private Wealth LLC
INCREASED
Shares21,177 from 19,243
Change+1,934 (+10%)
Value$1.6M (+$204.0K)
Filed 2026-10-28
RiverTree Advisors, LLC
INCREASED
Shares20,041 from 13,727
Change+6,314 (+46%)
Value$1.5M (+$523.9K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares19,703 from 19,430
Change+273 (+1%)
Value$1.5M (+$77.1K)
Filed 2026-10-07
Meadow Creek Wealth Advisors LLC
INCREASED
Shares19,505 from 16,641
Change+2,864 (+17%)
Value$1.5M (+$267.7K)
Filed 2026-11-02
Maia Wealth LLC
DECREASED
Shares17,016 from 17,142
Change-126 (-1%)
Value$1.3M (+$39.9K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares17,001 from 17,643
Change-642 (-4%)
Value$1.3M (+$1.8K)
Filed 2026-10-13
Patten Group, Inc.
INCREASED
Shares16,572 from 16,049
Change+523 (+3%)
Value$1.3M (+$86.5K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
INCREASED
Shares16,471 from 13,758
Change+2,713 (+20%)
Value$1.3M (+$247.8K)
Filed 2026-10-16
Greenwood Capital Associates LLC
INCREASED
Shares15,552 from 12,930
Change+2,622 (+20%)
Value$1.2M (+$238.4K)
Filed 2026-10-27
City Center Advisors, LLC
INCREASED
Shares14,340 from 13,798
Change+542 (+4%)
Value$1.1M (+$81.4K)
Filed 2026-10-08
Golden State Wealth Management, LLC
DECREASED
Shares14,317 from 63,314
Change-48,997 (-77%)
Value$1.1M (-$3.6M)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares13,884 from 11,468
Change+2,416 (+21%)
Value$1.1M (+$218.4K)
Filed 2026-10-26
Twelve Points Wealth Management LLC
INCREASED
Shares13,374 from 13,065
Change+309 (+2%)
Value$1.0M (+$57.9K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares13,321 from 15,734
Change-2,413 (-15%)
Value$1.0M (-$139.6K)
Filed 2026-10-16
Global Wealth Strategies & Associates
DECREASED
Shares13,111 from 13,876
Change-765 (-6%)
Value$1.0M (-$18.6K)
Filed 2026-10-02
Balboa Wealth Partners
INCREASED
Shares13,108 from 12,434
Change+674 (+5%)
Value$1.0M (+$87.6K)
Filed 2026-10-20
HUB Investment Partners, LLC
UNCHANGED
Shares12,682 from 12,682
Change0 (0%)
Value$972.6K (+$36.7K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares12,292 from 14,214
Change-1,922 (-14%)
Value$941.9K (-$107.9K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares12,125 from 13,985
Change-1,860 (-13%)
Value$929.9K (-$102.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares11,626 from 11,582
Change+44 (+0%)
Value$891.6K (+$36.8K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
INCREASED
Shares11,237 from 6,485
Change+4,752 (+73%)
Value$861.7K (+$383.1K)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
INCREASED
Shares10,553 from 8,580
Change+1,973 (+23%)
Value$809.3K (+$176.0K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares10,437 from 11,703
Change-1,266 (-11%)
Value$800.4K (-$63.3K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW
Shares10,244
Change+10,244
Value$785.6K
Filed 2026-10-27
Partners Wealth Management, LLC
NEW
Shares10,240
Change+10,240
Value$785.3K
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares9,726 from 10,013
Change-287 (-3%)
Value$745.9K (+$6.9K)
Filed 2026-10-16
Avaii Wealth Management, LLC
INCREASED
Shares8,961 from 8,110
Change+851 (+10%)
Value$693.0K (+$94.5K)
Filed 2026-10-09
Perigon Wealth Management, LLC
NEW
Shares8,776
Change+8,776
Value$673.1K
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares8,099 from 8,364
Change-265 (-3%)
Value$619.7K (+$1.7K)
Filed 2026-11-04
Fifth Third Securities, Inc.
DECREASED
Shares7,544 from 8,100
Change-556 (-7%)
Value$578.5K (-$19.2K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares7,509 from 7,297
Change+212 (+3%)
Value$575.8K (+$37.3K)
Filed 2026-10-16
Vise Technologies, Inc.
DECREASED
Shares7,406 from 7,456
Change-50 (-1%)
Value$568.0K (+$17.7K)
Filed 2026-10-29
Carlson Financial, Inc.
INCREASED
Shares6,713 from 5,714
Change+999 (+17%)
Value$514.8K (+$93.2K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares5,649 from 4,181
Change+1,468 (+35%)
Value$434.4K (+$126.6K)
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares5,384
Change+5,384
Value$412.9K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,384 from 5,371
Change+13 (+0%)
Value$412.9K (+$16.5K)
Filed 2026-10-14
Provident Wealth Management, LLC
DECREASED
Shares5,267 from 7,321
Change-2,054 (-28%)
Value$403.9K (-$136.4K)
Filed 2026-10-20
Thrivent Financial for Lutherans
NEW
Shares5,186
Change+5,186
Value$398.0K
Filed 2026-11-05
Financial Designs Corp
UNCHANGED
Shares5,062 from 5,062
Change0 (0%)
Value$388.2K (+$14.6K)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares4,852 from 4,396
Change+456 (+10%)
Value$372.1K (+$47.6K)
Filed 2026-10-15
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares4,769 from 4,769
Change0 (0%)
Value$365.7K (+$13.8K)
Filed 2026-10-28
Transce3nd, LLC
NEW
Shares4,715
Change+4,715
Value$366.6K
Filed 2026-10-26
Richmond Investment Services, LLC
DECREASED
Shares4,673 from 4,936
Change-263 (-5%)
Value$358.3K (-$5.9K)
Filed 2026-10-29
Apollon Financial, LLC
INCREASED
Shares4,586 from 3,169
Change+1,417 (+45%)
Value$351.7K (+$117.8K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares4,364 from 4,417
Change-53 (-1%)
Value$334.6K (+$8.7K)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares3,982 from 3,791
Change+191 (+5%)
Value$305.4K (+$25.6K)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares3,978 from 5,990
Change-2,012 (-34%)
Value$305.1K (-$137.0K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
UNCHANGED
Shares3,791 from 3,791
Change0 (0%)
Value$290.7K (+$11.0K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares3,705 from 3,397
Change+308 (+9%)
Value$284.1K (+$33.5K)
Filed 2026-11-05
First Heartland Consultants, Inc.
UNCHANGED
Shares3,681 from 3,681
Change0 (0%)
Value$282.3K (+$10.6K)
Filed 2026-10-08
Patten & Patten Inc
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$278.2K (+$10.5K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares3,550 from 6,418
Change-2,868 (-45%)
Value$272.3K (-$201.4K)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares3,533 from 2,744
Change+789 (+29%)
Value$270.9K (+$68.4K)
Filed 2026-10-08
International Assets Investment Management, LLC
DECREASED
Shares3,161 from 3,661
Change-500 (-14%)
Value$243.1K (-$26.5K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares3,133 from 2,888
Change+245 (+8%)
Value$240.7K (+$27.6K)
Filed 2026-10-30
Sage Mountain Advisors LLC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$233.1K (+$8.8K)
Filed 2026-11-02
Creative Planning
NEW
Shares2,951
Change+2,951
Value$226.3K
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares2,893 from 2,844
Change+49 (+2%)
Value$221.9K (+$12.0K)
Filed 2026-11-03
Capital Management Associates, Inc
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$217.8K (+$8.2K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED
Shares2,823 from 2,823
Change0 (0%)
Value$216.5K (+$8.2K)
Filed 2026-11-03
Able Wealth Management LLC
DECREASED
Shares2,771 from 2,783
Change-12 (0%)
Value$215.5K (+$10.1K)
Filed 2026-10-13
Signature Equity Partners, LLC
NEW
Shares2,252
Change+2,252
Value$172.7K
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares2,019 from 1,901
Change+118 (+6%)
Value$154.8K (+$14.5K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares1,939 from 1,461
Change+478 (+33%)
Value$148.7K (+$40.9K)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares1,858 from 2,183
Change-325 (-15%)
Value$142.5K (-$18.6K)
Filed 2026-10-20
Oakworth Capital, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$107.4K (+$4.0K)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$103.3K (+$3.9K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares1,317 from 1,522
Change-205 (-13%)
Value$101.0K (-$11.3K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$90.8K (+$3.4K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$81.4K (+$3.1K)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$72.5K (+$2.7K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares736 from 734
Change+2 (+0%)
Value$56.5K (+$2.3K)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares561 from 2,529
Change-1,968 (-78%)
Value$43.0K (-$143.6K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares550 from 545
Change+5 (+1%)
Value$42 (+$2)
Filed 2026-10-02
Burkett Financial Services, LLC
INCREASED
Shares430 from 429
Change+1 (+0%)
Value$33.0K (+$1.3K)
Filed 2026-10-01
Comprehensive Financial Planning, Inc.
INCREASED
Shares422 from 400
Change+22 (+6%)
Value$32.4K (+$2.9K)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares202 from 163
Change+39 (+24%)
Value$15.5K (+$3.5K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares151
Change+151
Value$11.6K
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$11.0K (+$416)
Filed 2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$10.4K (+$393)
Filed 2026-10-09
SBI Securities Co., Ltd.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$10.3K (+$387)
Filed 2026-10-22
Evolution Wealth Management Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$10.0K (+$378)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$9.0K (+$338)
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.7K (+$289)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$3.8K (+$141)
Filed 2026-10-26
SJS Investment Consulting Inc.
DECREASED
Shares11 from 30
Change-19 (-63%)
Value$844 (-$1.4K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$310 (+$13)
Filed 2026-11-02
MSH Capital Advisors LLC
CLOSED
Shares0 from 46,376
Change-46,376 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-03
Sowell Financial Services LLC
CLOSED
Shares0 from 30,569
Change-30,569 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 18,469
Change-18,469 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Iams Wealth Management, LLC
CLOSED
Shares0 from 7,553
Change-7,553 (-100%)
Value$0 (-$557.5K)
Filed 2026-10-15
HBW Advisory Services LLC
CLOSED
Shares0 from 6,881
Change-6,881 (-100%)
Value$0 (-$507.8K)
Filed 2026-10-15
Novem Group
CLOSED
Shares0 from 4,684
Change-4,684 (-100%)
Value$0 (-$345.7K)
Filed 2026-10-19
Triad Wealth Partners, LLC
CLOSED
Shares0 from 2,920
Change-2,920 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 971
Change-971 (-100%)
Value$0 (-$71.7K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$48.5K)
Filed 2026-10-29
Blue Trust, Inc.
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$19.6K)
Filed 2026-10-15
Decker Retirement Planning Inc.
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-19
Wagner Wealth Management, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 5,920,396
Change-5,920,396 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,674,842
Change-2,674,842 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,425,673
Change-2,425,673 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,369,228
Change-2,369,228 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 831,838
Change-831,838 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 622,277
Change-622,277 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 564,536
Change-564,536 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 528,335
Change-528,335 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 472,698
Change-472,698 (-100%)
Value—
Central Trust Co
N/A
Shares— from 464,614
Change-464,614 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 307,522
Change-307,522 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 189,221
Change-189,221 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 181,593
Change-181,593 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 174,029
Change-174,029 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 169,136
Change-169,136 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 166,114
Change-166,114 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 156,037
Change-156,037 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 144,422
Change-144,422 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 132,533
Change-132,533 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 131,504
Change-131,504 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 126,048
Change-126,048 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 94,664
Change-94,664 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 90,698
Change-90,698 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 84,645
Change-84,645 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 83,934
Change-83,934 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 82,219
Change-82,219 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 78,135
Change-78,135 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 70,890
Change-70,890 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 66,635
Change-66,635 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 64,353
Change-64,353 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 61,895
Change-61,895 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 60,812
Change-60,812 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 59,969
Change-59,969 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 57,066
Change-57,066 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 56,432
Change-56,432 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 55,236
Change-55,236 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 49,729
Change-49,729 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 46,830
Change-46,830 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 46,289
Change-46,289 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 45,132
Change-45,132 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 44,072
Change-44,072 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,603
Change-43,603 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 43,539
Change-43,539 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 42,222
Change-42,222 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 37,591
Change-37,591 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 37,132
Change-37,132 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 32,672
Change-32,672 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 32,436
Change-32,436 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 32,048
Change-32,048 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 31,139
Change-31,139 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,281
Change-30,281 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 28,742
Change-28,742 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,089
Change-26,089 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 25,152
Change-25,152 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,538
Change-20,538 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 19,050
Change-19,050 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 18,468
Change-18,468 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 18,346
Change-18,346 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 18,283
Change-18,283 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 17,702
Change-17,702 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,292
Change-16,292 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,683
Change-15,683 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,519
Change-12,519 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,278
Change-12,278 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,956
Change-11,956 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,825
Change-10,825 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,194
Change-10,194 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,779
Change-9,779 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,331
Change-9,331 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 8,273
Change-8,273 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,863
Change-7,863 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,822
Change-7,822 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,277
Change-6,277 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,408
Change-5,408 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
&partners
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 663
Change-663 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 357
Change-357 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 171
Change-171 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
FMR LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 65
Change-65 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 44
Change-44 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 43
Change-43 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Assetmark, Inc
INCREASED677,180585,764+91,416+16%$43.2M$51.9M+$8.7M2026-10-21
Truist Financial Corp
INCREASED440,289439,134+1,155+0%$32.4M$33.8M+$1.4M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED335,114375,039-39,925-11%$27.7M$25.7M-$2.0M2026-11-02
Cornerstone Planning Group LLC
INCREASED252,778244,171+8,607+4%$18.4M$19.6M+$1.3M2026-10-16
EdgeRock Capital LLC
INCREASED225,509210,937+14,572+7%$15.6M$17.3M+$1.7M2026-11-03
Hobart Private Capital, LLC
INCREASED220,020217,929+2,091+1%$16.1M$16.9M+$790.2K2026-10-19
VestGen Advisors, LLC
DECREASED186,391340,744-154,353-45%$25.1M$14.3M-$10.9M2026-10-27
Commonwealth Equity Services, LLC
INCREASED180,554179,303+1,251+1%$13.2M$13.8M+$614.1K2026-11-02
Cardinal Point Capital Management ULC
DECREASED151,160153,708-2,548-2%$11.3M$11.6M+$248.8K2026-10-21
IMG Wealth Management, Inc.
INCREASED116,836101,025+15,811+16%$7.5M$9.0M+$1.5M2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED108,617105,271+3,346+3%$7.8M$8.3M+$560.8K2026-10-23
Financial Enhancement Group LLC
DECREASED106,618112,472-5,854-5%$8.3M$8.3M-$9.8K2026-10-08
RFG Advisory, LLC
INCREASED106,465101,273+5,192+5%$7.5M$8.2M+$690.9K2026-11-03
Fifth Third Bancorp
DECREASED99,324101,404-2,080-2%$7.5M$7.6M+$133.5K2026-11-05
Diversify Advisory Services, LLC
INCREASED98,50940,933+57,576+141%$3.1M$7.6M+$4.5M2026-10-20
Diversify Wealth Management, LLC
INCREASED98,50940,933+57,576+141%$3.1M$7.6M+$4.5M2026-10-20
Live Oak Investment Partners
INCREASED95,07594,513+562+1%$7.0M$7.3M+$316.2K2026-10-23
WealthPlan Investment Management, LLC
DECREASED94,314108,101-13,787-13%$8.0M$7.2M-$744.9K2026-10-15
Focus Wealth Advisors, LLC
DECREASED89,67291,195-1,523-2%$6.7M$6.9M+$146.7K2026-10-14
Simplicity Wealth,LLC
INCREASED89,00755,347+33,660+61%$4.1M$6.8M+$2.7M2026-10-23
Philip James Wealth Mangement, LLC
DECREASED86,52888,991-2,463-3%$6.6M$6.6M+$67.4K2026-10-27
Wedbush Securities Inc
DECREASED75,76479,497-3,733-5%$5.9M$5.8M-$57.0K2026-10-22
Independent Financial Group, LLC
INCREASED74,52353,019+21,504+41%$3.9M$5.7M+$1.8M2026-10-13
Koshinski Asset Management, Inc.
DECREASED64,62566,458-1,833-3%$4.9M$5.0M+$51.5K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED54,49649,253+5,243+11%$3.7M$4.2M+$554.1K2026-10-13
Center For Asset Management LLC
INCREASED52,52050,335+2,185+4%$3.7M$4.0M+$313.0K2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED50,79851,811-1,013-2%$3.7M$3.9M+$236.7K2026-11-03
Kestra Advisory Services, LLC
INCREASED50,04340,750+9,293+23%$3.0M$3.8M+$830.4K2026-11-02
Guilbault Capital LLC
DECREASED48,93756,000-7,063-13%$4.1M$3.8M-$379.8K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED48,52545,758+2,767+6%$3.4M$3.7M+$344.5K2026-10-13
Frederick Financial Consultants, LLC
INCREASED43,86838,723+5,145+13%$2.9M$3.4M+$506.5K2026-10-29
Fairway Wealth LLC
INCREASED41,50433,745+7,759+23%$2.5M$3.2M+$692.5K2026-10-30
Oppenheimer & Co Inc
INCREASED40,79539,871+924+2%$2.9M$3.1M+$186.1K2026-10-26
Asset Allocation Strategies LLC
DECREASED39,91442,774-2,860-7%$3.2M$3.1M-$95.7K2026-10-20
Signal Advisors Wealth, LLC
INCREASED38,86026,944+11,916+44%$2.0M$3.0M+$991.7K2026-10-13
Advisor OS, LLC
DECREASED38,15245,397-7,245-16%$3.4M$2.9M-$424.4K2026-11-03
Sigma Planning Corp
DECREASED35,27337,212-1,939-5%$2.7M$2.7M-$42.6K2026-10-23
Arwa LLC
INCREASED34,05121,062+12,989+62%$1.6M$2.7M+$1.1M2026-10-21
Collaborative Fund Advisors, LLC
NEW33,985—+33,985——$2.6M—2026-11-02
Joseph Group Capital Management
INCREASED32,717126+32,591+25866%$9.3K$2.5M+$2.5M2026-11-04
WealthPLAN Partners, LLC
DECREASED31,92645,999-14,073-31%$3.4M$2.4M-$946.3K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED31,33229,341+1,991+7%$2.2M$2.4M+$237.5K2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED30,85926,678+4,181+16%$2.0M$2.4M+$397.7K2026-10-19
Stegent Equity Advisors, Inc.
DECREASED29,83651,297-21,461-42%$3.8M$2.3M-$1.5M2026-10-13
Montis Financial, LLC
INCREASED29,55928,504+1,055+4%$2.1M$2.3M+$163.3K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED27,32124,005+3,316+14%$1.8M$2.1M+$323.7K2026-11-04
Smart Wealth LLC
DECREASED25,08329,117-4,034-14%$2.1M$1.9M-$225.2K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED24,83524,581+254+1%$1.8M$1.9M+$90.5K2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED24,70124,816-1150%$1.8M$1.9M+$62.9K2026-10-21
ARQ Wealth Advisors, LLC
INCREASED23,44023,104+336+1%$1.7M$1.8M+$57.7K2026-10-29
Old National Bancorp
DECREASED23,40132,681-9,280-28%$2.4M$1.8M-$617.2K2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED23,07917,236+5,843+34%$1.3M$1.8M+$497.9K2026-10-16
Farther Finance Advisors, LLC
INCREASED22,64814,184+8,464+60%$1.0M$1.7M+$690.1K2026-10-08
Ascentis Independent Advisors
INCREASED21,5631,453+20,110+1384%$107.2K$1.7M+$1.5M2026-11-03
Parcion Private Wealth LLC
INCREASED21,17719,243+1,934+10%$1.4M$1.6M+$204.0K2026-10-28
RiverTree Advisors, LLC
INCREASED20,04113,727+6,314+46%$1.0M$1.5M+$523.9K2026-10-13
Cooper Financial Group
INCREASED19,70319,430+273+1%$1.4M$1.5M+$77.1K2026-10-07
Meadow Creek Wealth Advisors LLC
INCREASED19,50516,641+2,864+17%$1.2M$1.5M+$267.7K2026-11-02
Maia Wealth LLC
DECREASED17,01617,142-126-1%$1.3M$1.3M+$39.9K2026-10-19
Avior Wealth Management, LLC
DECREASED17,00117,643-642-4%$1.3M$1.3M+$1.8K2026-10-13
Patten Group, Inc.
INCREASED16,57216,049+523+3%$1.2M$1.3M+$86.5K2026-10-26
Cyndeo Wealth Partners, LLC
INCREASED16,47113,758+2,713+20%$1.0M$1.3M+$247.8K2026-10-16
Greenwood Capital Associates LLC
INCREASED15,55212,930+2,622+20%$954.2K$1.2M+$238.4K2026-10-27
City Center Advisors, LLC
INCREASED14,34013,798+542+4%$1.0M$1.1M+$81.4K2026-10-08
Golden State Wealth Management, LLC
DECREASED14,31763,314-48,997-77%$4.7M$1.1M-$3.6M2026-11-02
Lanark Financial, Inc.
INCREASED13,88411,468+2,416+21%$846.3K$1.1M+$218.4K2026-10-26
Twelve Points Wealth Management LLC
INCREASED13,37413,065+309+2%$964.2K$1.0M+$57.9K2026-11-03
IFP Advisors, Inc
DECREASED13,32115,734-2,413-15%$1.2M$1.0M-$139.6K2026-10-16
Global Wealth Strategies & Associates
DECREASED13,11113,876-765-6%$1.0M$1.0M-$18.6K2026-10-02
Balboa Wealth Partners
INCREASED13,10812,434+674+5%$917.7K$1.0M+$87.6K2026-10-20
HUB Investment Partners, LLC
UNCHANGED12,68212,68200%$935.9K$972.6K+$36.7K2026-11-03
StoneX Group Inc.
DECREASED12,29214,214-1,922-14%$1.0M$941.9K-$107.9K2026-11-03
Citizens Financial Group Inc
DECREASED12,12513,985-1,860-13%$1.0M$929.9K-$102.2K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED11,62611,582+44+0%$854.8K$891.6K+$36.8K2026-10-30
Flagship Harbor Advisors, LLC
INCREASED11,2376,485+4,752+73%$478.6K$861.7K+$383.1K2026-10-26
Reyes Financial Architecture, Inc.
INCREASED10,5538,580+1,973+23%$633.2K$809.3K+$176.0K2026-10-22
Compound Planning, Inc.
DECREASED10,43711,703-1,266-11%$863.6K$800.4K-$63.3K2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW10,244—+10,244——$785.6K—2026-10-27
Partners Wealth Management, LLC
NEW10,240—+10,240——$785.3K—2026-10-28
Concurrent Investment Advisors, LLC
DECREASED9,72610,013-287-3%$739.0K$745.9K+$6.9K2026-10-16
Avaii Wealth Management, LLC
INCREASED8,9618,110+851+10%$598.5K$693.0K+$94.5K2026-10-09
Perigon Wealth Management, LLC
NEW8,776—+8,776——$673.1K—2026-10-22
Prospera Financial Services Inc
DECREASED8,0998,364-265-3%$617.9K$619.7K+$1.7K2026-11-04
Fifth Third Securities, Inc.
DECREASED7,5448,100-556-7%$597.8K$578.5K-$19.2K2026-10-21
PFG Advisors
INCREASED7,5097,297+212+3%$538.5K$575.8K+$37.3K2026-10-16
Vise Technologies, Inc.
DECREASED7,4067,456-50-1%$550.3K$568.0K+$17.7K2026-10-29
Carlson Financial, Inc.
INCREASED6,7135,714+999+17%$421.6K$514.8K+$93.2K2026-11-05
TD Waterhouse Canada Inc.
INCREASED5,6494,181+1,468+35%$307.8K$434.4K+$126.6K2026-10-16
Schear Investment Advisers, LLC
NEW5,384—+5,384——$412.9K—2026-10-14
Tempo Wealth, LLC
INCREASED5,3845,371+13+0%$396.4K$412.9K+$16.5K2026-10-14
Provident Wealth Management, LLC
DECREASED5,2677,321-2,054-28%$540.3K$403.9K-$136.4K2026-10-20
Thrivent Financial for Lutherans
NEW5,186—+5,186——$398.0K—2026-11-05
Financial Designs Corp
UNCHANGED5,0625,06200%$373.6K$388.2K+$14.6K2026-10-09
Atria Investments, Inc
INCREASED4,8524,396+456+10%$324.5K$372.1K+$47.6K2026-10-15
Morey & Quinn Wealth Partners, LLC
UNCHANGED4,7694,76900%$352.0K$365.7K+$13.8K2026-10-28
Transce3nd, LLC
NEW4,715—+4,715——$366.6K—2026-10-26
Richmond Investment Services, LLC
DECREASED4,6734,936-263-5%$364.2K$358.3K-$5.9K2026-10-29
Apollon Financial, LLC
INCREASED4,5863,169+1,417+45%$233.9K$351.7K+$117.8K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED4,3644,417-53-1%$326.0K$334.6K+$8.7K2026-10-21
Nations Financial Group Inc,
INCREASED3,9823,791+191+5%$279.8K$305.4K+$25.6K2026-11-05
First Citizens Bank & Trust Co
DECREASED3,9785,990-2,012-34%$442.1K$305.1K-$137.0K2026-10-14
L.K. Benson & Company, P.C.
UNCHANGED3,7913,79100%$279.8K$290.7K+$11.0K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED3,7053,397+308+9%$250.7K$284.1K+$33.5K2026-11-05
First Heartland Consultants, Inc.
UNCHANGED3,6813,68100%$271.7K$282.3K+$10.6K2026-10-08
Patten & Patten Inc
UNCHANGED3,6273,62700%$267.7K$278.2K+$10.5K2026-10-26
Apollon Wealth Management, LLC
DECREASED3,5506,418-2,868-45%$473.6K$272.3K-$201.4K2026-10-23
Titleist Asset Management, LLC
INCREASED3,5332,744+789+29%$202.5K$270.9K+$68.4K2026-10-08
International Assets Investment Management, LLC
DECREASED3,1613,661-500-14%$269.5K$243.1K-$26.5K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED3,1332,888+245+8%$213.1K$240.7K+$27.6K2026-10-30
Sage Mountain Advisors LLC
UNCHANGED3,0403,04000%$224.4K$233.1K+$8.8K2026-11-02
Creative Planning
NEW2,951—+2,951——$226.3K—2026-11-02
J.Safra Asset Management Corp
INCREASED2,8932,844+49+2%$209.9K$221.9K+$12.0K2026-11-03
Capital Management Associates, Inc
UNCHANGED2,8402,84000%$209.6K$217.8K+$8.2K2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED2,8232,82300%$208.3K$216.5K+$8.2K2026-11-03
Able Wealth Management LLC
DECREASED2,7712,783-120%$205.4K$215.5K+$10.1K2026-10-13
Signature Equity Partners, LLC
NEW2,252—+2,252——$172.7K—2026-10-29
Rossby Financial, LCC
INCREASED2,0191,901+118+6%$140.3K$154.8K+$14.5K2026-11-05
CoreCap Advisors, LLC
INCREASED1,9391,461+478+33%$107.8K$148.7K+$40.9K2026-10-08
Private Trust Co NA
DECREASED1,8582,183-325-15%$161.1K$142.5K-$18.6K2026-10-20
Oakworth Capital, Inc.
UNCHANGED1,4001,40000%$103.3K$107.4K+$4.0K2026-10-26
Gamma Investing LLC
UNCHANGED1,3471,34700%$99.4K$103.3K+$3.9K2026-10-08
Compass Financial Management LLC
DECREASED1,3171,522-205-13%$112.3K$101.0K-$11.3K2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED1,1841,18400%$87.4K$90.8K+$3.4K2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED1,0621,06200%$78.4K$81.4K+$3.1K2026-10-27
US Bancorp \de\
UNCHANGED94694600%$69.8K$72.5K+$2.7K2026-11-05
Larson Financial Group LLC
INCREASED736734+2+0%$54.2K$56.5K+$2.3K2026-11-05
Cullen T Bankers, Inc.
DECREASED5612,529-1,968-78%$186.6K$43.0K-$143.6K2026-10-28
CX Institutional
INCREASED550545+5+1%$40$42+$22026-10-02
Burkett Financial Services, LLC
INCREASED430429+1+0%$31.7K$33.0K+$1.3K2026-10-01
Comprehensive Financial Planning, Inc.
INCREASED422400+22+6%$29.5K$32.4K+$2.9K2026-10-27
Spire Wealth Management
INCREASED202163+39+24%$12.0K$15.5K+$3.5K2026-10-30
Latitude Advisors, LLC
NEW151—+151——$11.6K—2026-10-27
Nfsg Corp
UNCHANGED14414400%$10.6K$11.0K+$4162026-10-15
Gilpin Wealth Management, LLC
UNCHANGED13613600%$10.0K$10.4K+$3932026-10-09
SBI Securities Co., Ltd.
UNCHANGED13413400%$9.9K$10.3K+$3872026-10-22
Evolution Wealth Management Inc.
UNCHANGED13113100%$9.7K$10.0K+$3782026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED11711700%$8.6K$9.0K+$3382026-11-04
Parallel Advisors, LLC
UNCHANGED10010000%$7.4K$7.7K+$2892026-11-03
Abound Wealth Management
UNCHANGED494900%$3.6K$3.8K+$1412026-10-26
SJS Investment Consulting Inc.
DECREASED1130-19-63%$2.2K$844-$1.4K2026-10-26
Lloyd Advisory Services, Llc.
UNCHANGED4400%$297$310+$132026-11-02
MSH Capital Advisors LLC
CLOSED046,376-46,376-100%$3.4M$0-$3.4M2026-11-03
Sowell Financial Services LLC
CLOSED030,569-30,569-100%$2.3M$0-$2.3M2026-10-23
Axxcess Wealth Management, LLC
CLOSED018,469-18,469-100%$1.4M$0-$1.4M2026-10-21
Iams Wealth Management, LLC
CLOSED07,553-7,553-100%$557.5K$0-$557.5K2026-10-15
HBW Advisory Services LLC
CLOSED06,881-6,881-100%$507.8K$0-$507.8K2026-10-15
Novem Group
CLOSED04,684-4,684-100%$345.7K$0-$345.7K2026-10-19
Triad Wealth Partners, LLC
CLOSED02,920-2,920-100%$219.2K$0-$219.2K2026-10-26
Salem Investment Counselors Inc
CLOSED0971-971-100%$71.7K$0-$71.7K2026-10-13
Tucker Asset Management LLC
CLOSED0657-657-100%$48.5K$0-$48.5K2026-10-29
Blue Trust, Inc.
CLOSED0266-266-100%$19.6K$0-$19.6K2026-10-15
Decker Retirement Planning Inc.
CLOSED0109-109-100%$8.0K$0-$8.0K2026-10-19
Wagner Wealth Management, LLC
CLOSED021-21-100%$1.6K$0-$1.6K2026-10-21
Morgan Stanley
N/A—5,920,396-5,920,396-100%$436.9M———
Royal Bank of Canada
N/A—2,674,842-2,674,842-100%$197.4M———
Ameriprise Financial Inc
N/A—2,425,673-2,425,673-100%$179.0M———
LPL Financial LLC
N/A—2,369,228-2,369,228-100%$174.8M———
First Trust Advisors LP
N/A—831,838-831,838-100%$61.4M———
Raymond James Financial Inc
N/A—622,277-622,277-100%$45.9M———
Cetera Investment Advisers
N/A—564,536-564,536-100%$41.7M———
Merit Financial Group, LLC
N/A—528,335-528,335-100%$39.0M———
Envestnet Asset Management Inc
N/A—472,698-472,698-100%$34.9M———
Central Trust Co
N/A—464,614-464,614-100%$34.3M———
Stifel Financial Corp
N/A—307,522-307,522-100%$22.7M———
Private Advisor Group, LLC
N/A—189,221-189,221-100%$14.0M———
Proactive Wealth Strategies LLC
N/A—181,593-181,593-100%$13.4M———
HighTower Advisors, LLC
N/A—174,029-174,029-100%$12.8M———
Equitable Holdings, Inc.
N/A—169,136-169,136-100%$12.5M———
Ethos Financial Group, LLC
N/A—166,114-166,114-100%$12.3M———
Osaic Holdings, Inc.
N/A—156,037-156,037-100%$11.5M———
Coppell Advisory Solutions LLC
N/A—144,422-144,422-100%$28.7K———
Centric Wealth Management
N/A—132,533-132,533-100%$9.7M———
Advisory Services Network, LLC
N/A—131,504-131,504-100%$9.7M———
IHT Wealth Management, LLC
N/A—126,048-126,048-100%$9.3M———
Steward Partners Investment Advisory, LLC
N/A—94,664-94,664-100%$7.0M———
Stratos Wealth Advisors, LLC
N/A—90,698-90,698-100%$6.7M———
MML Investors Services, LLC
N/A—84,645-84,645-100%$6.2M———
Lcnb Corp
N/A—83,934-83,934-100%$6.2M———
Brio Consultants, LLC
N/A—82,219-82,219-100%$6.1M———
Brookwood Investment Group LLC
N/A—78,135-78,135-100%$5.8M———
Seeds Investor LLC
N/A—70,890-70,890-100%$5.2M———
Kovack Advisors, Inc.
N/A—66,635-66,635-100%$4.9M———
Prostatis Group LLC
N/A—64,353-64,353-100%$4.7M———
Captrust Financial Advisors
N/A—62,500-62,500-100%$4.6M———
Orion Porfolio Solutions, LLC
N/A—61,895-61,895-100%$4.6M———
Harbour Investments, Inc.
N/A—60,812-60,812-100%$4.5M———
Ausdal Financial Partners, Inc.
N/A—59,969-59,969-100%$4.4M———
Cerity Partners LLC
N/A—57,066-57,066-100%$4.2M———
Kingsview Wealth Management, LLC
N/A—56,432-56,432-100%$4.2M———
CreativeOne Wealth, LLC
N/A—55,236-55,236-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—49,729-49,729-100%$3.7M———
Arax Advisory Partners
N/A—46,830-46,830-100%$3.5M———
Global Retirement Partners, LLC
N/A—46,289-46,289-100%$3.4M———
Sanctuary Advisors, LLC
N/A—45,132-45,132-100%$3.3M———
Bank of Montreal
N/A—44,072-44,072-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—43,603-43,603-100%$3.2M———
Forum Finance Group S.A.
N/A—43,539-43,539-100%$2.6K———
Benjamin Edwards Inc
N/A—42,222-42,222-100%$3.1M———
Keating Financial Advisory Services, Inc.
N/A—37,591-37,591-100%$2.8M———
Rockefeller Capital Management L.P.
N/A—37,132-37,132-100%$2.7M———
Mutual Advisors, LLC
N/A—32,672-32,672-100%$2.4M———
Summit Financial, LLC
N/A—32,436-32,436-100%$2.4M———
PNC Financial Services Group, Inc.
N/A—32,048-32,048-100%$2.4M———
Baird Financial Group, Inc.
N/A—31,139-31,139-100%$2.3M———
Janney Montgomery Scott LLC
N/A—30,281-30,281-100%$2.2M———
Viawealth, LLC
N/A—28,742-28,742-100%$2.1M———
AE Wealth Management LLC
N/A—26,089-26,089-100%$1.9M———
LaSalle St. Investment Advisors, LLC
N/A—25,152-25,152-100%$1.9M———
World Investment Advisors
N/A—20,538-20,538-100%$1.4M———
Moors & Cabot, Inc.
N/A—19,050-19,050-100%$1.4M———
Darwin Wealth Management, LLC
N/A—18,468-18,468-100%$1.4M———
Focus Partners Wealth
N/A—18,346-18,346-100%$1.4M———
Gateway Wealth Partners, LLC
N/A—18,283-18,283-100%$1.3M———
Entelevest, LLC
N/A—17,702-17,702-100%$1.3M———
Wells Fargo & Company
N/A—16,292-16,292-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—15,683-15,683-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—12,519-12,519-100%$923.9K———
Rothschild Investment LLC
N/A—12,278-12,278-100%$906.1K———
Stillwater Private Wealth, LLC
N/A—12,104-12,104-100%$921———
Modern Wealth Management, LLC
N/A—11,956-11,956-100%$882.3K———
Harvest Investment Services, LLC
N/A—10,860-10,860-100%$801.5K———
Crux Wealth Advisors
N/A—10,825-10,825-100%$798.9K———
GeoWealth Management, LLC
N/A—10,194-10,194-100%$752.3K———
Gladstone Institutional Advisory LLC
N/A—9,779-9,779-100%$721.7K———
Geneos Wealth Management Inc.
N/A—9,331-9,331-100%$688.6K———
NewEdge Wealth, LLC
N/A—8,370-8,370-100%$617.7K———
OneDigital Investment Advisors LLC
N/A—8,323-8,323-100%$614.2K———
Hyundai Investments Co., Ltd.
N/A—8,273-8,273-100%$609.1K———
Snowden Capital Advisors LLC
N/A—7,863-7,863-100%$580.3K———
BFC Planning, Inc.
N/A—7,822-7,822-100%$577.3K———
NewEdge Advisors, LLC
N/A—7,699-7,699-100%$568.2K———
Savant Capital, LLC
N/A—6,863-6,863-100%$506.5K———
Western Wealth Management, LLC
N/A—6,277-6,277-100%$463.3K———
IFG Advisory, LLC
N/A—5,844-5,844-100%$431.3K———
JPMorgan Chase & Co
N/A—5,408-5,408-100%$398.2K———
Envestnet Portfolio Solutions, Inc.
N/A—5,348-5,348-100%$394.7K———
Xcelsior Advisor Partners LLC
N/A—5,212-5,212-100%$384.7K———
Hilltop Holdings Inc.
N/A—4,699-4,699-100%$346.8K———
Centaurus Financial, Inc.
N/A—4,697-4,697-100%$347.0K———
Amara Financial, Llc.
N/A—4,572-4,572-100%$337.4K———
Per Stirling Capital Management, Llc.
N/A—4,397-4,397-100%$324.5K———
Earned Wealth Advisors, LLC
N/A—4,363-4,363-100%$322.0K———
NCM Capital Management, LLC
N/A—4,327-4,327-100%$319.3K———
FSB Premier Wealth Management, Inc.
N/A—4,309-4,309-100%$318.0K———
Belpointe Asset Management LLC
N/A—4,281-4,281-100%$315.9K———
Capital Analysts, LLC
N/A—4,249-4,249-100%$314.0K———
RFP Financial Group LLC
N/A—4,177-4,177-100%$308.3K———
Pinnacle Family Advisors, LLC
N/A—4,085-4,085-100%$301.5K———
HRT Financial LP
N/A—3,653-3,653-100%$269.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—3,589-3,589-100%$264.9K———
Money Concepts Capital Corp
N/A—3,521-3,521-100%$259.9K———
Dunhill Financial, LLC
N/A—3,500-3,500-100%$258.3K———
Wood Tarver Financial Group, LLC
N/A—3,378-3,378-100%$249.0K———
Wellington-Altus USA Inc.
N/A—3,202-3,202-100%$225.3K———
Norris Financial Group, LLC
N/A—3,084-3,084-100%$227.6K———
Trustmark Bank Trust Department
N/A—3,062-3,062-100%$226.0K———
&partners
N/A—3,020-3,020-100%$222.9K———
Maripau Wealth Management LLC
N/A—2,896-2,896-100%$213.7K———
Runnymede Capital Advisors, Inc.
N/A—2,857-2,857-100%$210.8K———
Graney & King, LLC
N/A—2,820-2,820-100%$208.1K———
BlackRock, Inc.
N/A—2,256-2,256-100%$166.5K———
Institute for Wealth Management, Llc.
N/A—2,002-2,002-100%$147.7K———
UBS Group AG
N/A—1,998-1,998-100%$147.5K———
National Bank of Canada
N/A—1,813-1,813-100%$133.5K———
Smartleaf Asset Management LLC
N/A—1,444-1,444-100%$106.3K———
Synergy Investment Management, LLC
N/A—1,148-1,148-100%$84.7K———
Allworth Financial LP
N/A—663-663-100%$48.9K———
Tidemark, LLC
N/A—409-409-100%$30.2K———
Park Place Capital Corp
N/A—357-357-100%$26.3K———
Philadelphia Investment Partners, LLC
N/A—203-203-100%$15.0K———
Mcguire Capital Advisors Inc
N/A—171-171-100%$12.6K———
SHP Wealth Management
N/A—160-160-100%$11.8K———
FMR LLC
N/A—150-150-100%$11.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—91-91-100%$6.7K———
Jones Financial Companies Lllp
N/A—65-65-100%$4.8K———
Ameriflex Group, Inc.
N/A—46-46-100%$3.4K———
Huntington National Bank
N/A—44-44-100%$3.2K———
Alerus Financial NA
N/A—43-43-100%$3.2K———
Northwestern Mutual Wealth Management Co
N/A—20-20-100%$1.5K———
Financial Gravity Companies, Inc.
N/A—13-13-100%$959———
Strive Financial Group,LLC
N/A—6-6-100%$443———
Showing 281 of 281 institutions