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First Trust Institutional PR (FPEI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Smith Chas P & Associates PA Cpas
INCREASED
Shares2,410,152 from 2,373,953
Change+36,199 (+2%)
Value$44.7M (-$1.1M)
Filed 2026-10-22
Montis Financial, LLC
INCREASED
Shares1,936,243 from 1,903,858
Change+32,385 (+2%)
Value$35.7M (-$1.0M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares1,730,758 from 1,605,335
Change+125,423 (+8%)
Value$31.9M (+$948.3K)
Filed 2026-10-30
Annex Advisory Services, LLC
INCREASED
Shares1,217,165 from 1,146,209
Change+70,956 (+6%)
Value$22.4M (+$334.2K)
Filed 2026-10-16
Citizens Financial Group Inc
DECREASED
Shares953,450 from 997,535
Change-44,085 (-4%)
Value$17.6M (-$1.7M)
Filed 2026-10-23
Essex LLC
DECREASED
Shares641,282 from 647,803
Change-6,521 (-1%)
Value$11.8M (-$670.9K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares639,471 from 623,023
Change+16,448 (+3%)
Value$11.8M (-$226.3K)
Filed 2026-11-03
Park National Corp
INCREASED
Shares531,455 from 453,864
Change+77,591 (+17%)
Value$9.8M (+$1.0M)
Filed 2026-10-05
McAdam, LLC
DECREASED
Shares494,468 from 539,081
Change-44,613 (-8%)
Value$9.1M (-$1.3M)
Filed 2026-10-21
Legacy CG, LLC
INCREASED
Shares473,219 from 431,768
Change+41,451 (+10%)
Value$8.7M (+$397.4K)
Filed 2026-10-30
Elevated Capital Advisors, LLC
INCREASED
Shares374,719 from 372,937
Change+1,782 (+0%)
Value$6.9M (-$284.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares363,507 from 326,675
Change+36,832 (+11%)
Value$6.7M (+$401.0K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares357,913 from 356,545
Change+1,368 (+0%)
Value$6.6M (-$263.5K)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares353,092 from 368,269
Change-15,177 (-4%)
Value$6.5M (-$592.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares321,781 from 378,955
Change-57,174 (-15%)
Value$5.9M (-$1.4M)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
DECREASED
Shares273,082 from 278,397
Change-5,315 (-2%)
Value$5.0M (-$334.7K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares216,817 from 203,575
Change+13,242 (+7%)
Value$4.0M (+$71.1K)
Filed 2026-10-27
MGO One Seven LLC
NEW
Shares186,150
Change+186,150
Value$3.4M
Filed 2026-10-28
Flynn Zito Capital Management, LLC
INCREASED
Shares184,753 from 181,273
Change+3,480 (+2%)
Value$3.4M (-$89.9K)
Filed 2026-11-04
Vaquero Private Wealth, LTD
INCREASED
Shares177,767 from 131,822
Change+45,945 (+35%)
Value$3.3M (+$735.2K)
Filed 2026-10-27
True Blue Financial, LLC
INCREASED
Shares147,412 from 124,755
Change+22,657 (+18%)
Value$2.7M (+$311.8K)
Filed 2026-10-15
Winebrenner Capital Management LLC
INCREASED
Shares125,234 from 119,371
Change+5,863 (+5%)
Value$2.3M (+$6.7K)
Filed 2026-10-07
Welch & Forbes LLC
DECREASED
Shares123,087 from 123,815
Change-728 (-1%)
Value$2.3M (-$118.7K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares109,771 from 81,969
Change+27,802 (+34%)
Value$2.0M (+$443.1K)
Filed 2026-10-23
StoneCrest Wealth Management, Inc.
INCREASED
Shares106,105 from 103,531
Change+2,574 (+2%)
Value$2.0M (-$40.5K)
Filed 2026-11-03
Roman Butler Fullerton & Co
UNCHANGED
Shares101,592 from 101,592
Change0 (0%)
Value$1.9M (-$75.2K)
Filed 2026-10-27
Investment Partners Asset Management, Inc.
INCREASED
Shares101,534 from 82,759
Change+18,775 (+23%)
Value$1.9M (+$275.9K)
Filed 2026-10-09
Beacon Financial Group
DECREASED
Shares98,530 from 102,999
Change-4,469 (-4%)
Value$1.8M (-$170.0K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares84,552 from 89,603
Change-5,051 (-6%)
Value$1.6M (-$169.3K)
Filed 2026-11-03
Walker Asset Management, LLC
INCREASED
Shares75,716 from 75,712
Change+4 (+0%)
Value$1.4M (-$64.3K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares74,589 from 70,179
Change+4,410 (+6%)
Value$1.4M (+$21.7K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares73,970 from 67,436
Change+6,534 (+10%)
Value$1.4M (+$63.0K)
Filed 2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED
Shares70,366 from 67,046
Change+3,320 (+5%)
Value$1.3M (+$4.2K)
Filed 2026-11-03
Platform Technology Partners
INCREASED
Shares66,986 from 66,015
Change+971 (+1%)
Value$1.2M (-$38.2K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares65,698 from 56,430
Change+9,268 (+16%)
Value$1.2M (+$122.9K)
Filed 2026-10-21
United Capital Management of KS, Inc.
INCREASED
Shares57,290 from 56,247
Change+1,043 (+2%)
Value$1.1M (-$28.6K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares55,359 from 54,227
Change+1,132 (+2%)
Value$1.0M (-$25.2K)
Filed 2026-10-30
Greenwood Capital Associates LLC
INCREASED
Shares54,431 from 43,753
Change+10,678 (+24%)
Value$1.0M (+$159.7K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares54,110 from 54,409
Change-299 (-1%)
Value$997.8K (-$51.8K)
Filed 2026-10-27
Pinnacle Financial Group, LLC / IL
INCREASED
Shares52,886 from 45,528
Change+7,358 (+16%)
Value$975.2K (+$97.0K)
Filed 2026-10-29
QP Wealth Management, LLC
INCREASED
Shares51,608 from 51,083
Change+525 (+1%)
Value$951.7K (-$33.7K)
Filed 2026-10-20
Compass Financial Management LLC
UNCHANGED
Shares51,485 from 51,485
Change0 (0%)
Value$949.4K (-$43.8K)
Filed 2026-10-30
Beacon Financial Advisory LLC
INCREASED
Shares50,325 from 49,408
Change+917 (+2%)
Value$928.0K (-$25.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares50,017 from 41,730
Change+8,287 (+20%)
Value$922.3K (+$117.3K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares49,282 from 48,810
Change+472 (+1%)
Value$908.8K (-$32.8K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares47,702 from 25,805
Change+21,897 (+85%)
Value$879.6K (+$381.8K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares43,138 from 41,908
Change+1,230 (+3%)
Value$795.5K (-$12.9K)
Filed 2026-10-21
Shelton Wealth Management, LLC
DECREASED
Shares42,799 from 46,398
Change-3,599 (-8%)
Value$789.2K (-$105.8K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares42,194 from 38,257
Change+3,937 (+10%)
Value$778.1K (+$40.1K)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares36,001
Change+36,001
Value$663.9K
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED
Shares35,715 from 27,365
Change+8,350 (+31%)
Value$658.6K (+$130.7K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares35,472 from 33,007
Change+2,465 (+7%)
Value$654.1K (+$17.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares35,173
Change+35,173
Value$651.7K
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares35,000 from 46,114
Change-11,114 (-24%)
Value$645.4K (-$244.1K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares31,829 from 31,408
Change+421 (+1%)
Value$586.9K (-$18.9K)
Filed 2026-10-07
RFG Advisory, LLC
DECREASED
Shares31,046 from 50,574
Change-19,528 (-39%)
Value$572.5K (-$403.1K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED
Shares30,928 from 25,778
Change+5,150 (+20%)
Value$570.3K (+$73.1K)
Filed 2026-10-09
Sovran Advisors, LLC
DECREASED
Shares29,716 from 46,498
Change-16,782 (-36%)
Value$549.2K (-$338.0K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares29,598 from 29,400
Change+198 (+1%)
Value$545.8K (-$21.3K)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares26,953 from 20,176
Change+6,777 (+34%)
Value$497.0K (+$107.8K)
Filed 2026-10-15
Financial Partners Group, Inc
UNCHANGED
Shares26,759 from 26,759
Change0 (0%)
Value$493.4K (-$22.7K)
Filed 2026-10-19
Winnacle Wealth LLC
DECREASED
Shares25,093 from 33,967
Change-8,874 (-26%)
Value$462.7K (-$192.5K)
Filed 2026-10-15
BXM Wealth LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$461.0K (-$21.3K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares24,925 from 24,985
Change-60 (0%)
Value$459.6K (-$22.3K)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED
Shares24,000 from 28,400
Change-4,400 (-15%)
Value$442.6K (-$105.3K)
Filed 2026-11-03
Princeton Global Asset Management LLC
DECREASED
Shares21,896 from 46,710
Change-24,814 (-53%)
Value$403.8K (-$497.3K)
Filed 2026-10-21
Wagner Wealth Management, LLC
INCREASED
Shares20,585 from 18,858
Change+1,727 (+9%)
Value$379.6K (+$15.8K)
Filed 2026-10-21
Independent Wealth Network Inc.
DECREASED
Shares19,569 from 19,961
Change-392 (-2%)
Value$360.9K (-$24.2K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares19,373 from 22,203
Change-2,830 (-13%)
Value$357.2K (-$71.0K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares19,104 from 11,054
Change+8,050 (+73%)
Value$352.3K (+$139.1K)
Filed 2026-10-30
Oppenheimer & Co Inc
UNCHANGED
Shares18,920 from 18,920
Change0 (0%)
Value$348.9K (-$16.1K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares18,590 from 18,814
Change-224 (-1%)
Value$342.8K (-$20.1K)
Filed 2026-10-26
Main Line Retirement Advisors, LLC
INCREASED
Shares18,241 from 10,488
Change+7,753 (+74%)
Value$336.4K (+$134.0K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares18,163 from 19,169
Change-1,006 (-5%)
Value$334.9K (-$34.8K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares17,317 from 16,058
Change+1,259 (+8%)
Value$319.0K (+$9.0K)
Filed 2026-10-26
Horizon Advisory Services, Inc.
INCREASED
Shares17,181 from 11,061
Change+6,120 (+55%)
Value$316.8K (+$103.4K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares16,957 from 16,851
Change+106 (+1%)
Value$312.7K (-$12.4K)
Filed 2026-10-30
Orba Wealth Advisors, L.L.C.
UNCHANGED
Shares16,393 from 16,393
Change0 (0%)
Value$302.3K (-$13.9K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares14,027 from 12,596
Change+1,431 (+11%)
Value$258.7K (+$15.7K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares13,682 from 11,984
Change+1,698 (+14%)
Value$252.3K (+$21.1K)
Filed 2026-10-20
Encompass More Asset Management
NEW
Shares13,475
Change+13,475
Value$248.5K
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares12,636 from 14,755
Change-2,119 (-14%)
Value$233.0K (-$51.6K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
NEW
Shares12,247
Change+12,247
Value$225.8K
Filed 2026-10-16
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares11,997 from 11,997
Change0 (0%)
Value$221.2K (-$10.2K)
Filed 2026-10-20
Accel Wealth Management
DECREASED
Shares11,340 from 12,153
Change-813 (-7%)
Value$209.1K (-$25.3K)
Filed 2026-10-13
G&S Capital LLC
NEW
Shares10,520
Change+10,520
Value$194.0K
Filed 2026-10-23
Independent Financial Group, LLC
NEW
Shares10,438
Change+10,438
Value$192.5K
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares10,244 from 11,847
Change-1,603 (-14%)
Value$188.5K (-$39.9K)
Filed 2026-11-02
Westco Advisory Services Inc
DECREASED
Shares10,011 from 10,427
Change-416 (-4%)
Value$184.6K (-$16.5K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares6,825 from 1,222
Change+5,603 (+459%)
Value$125.9K (+$102.3K)
Filed 2026-10-08
Cullen T Bankers, Inc.
NEW
Shares3,448
Change+3,448
Value$63.6K
Filed 2026-10-28
Westside Investment Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$27.7K (-$1.3K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares1,100
Change+1,100
Value$20.3K
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.2K (-$425)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares158
Change+158
Value$2.9K
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$1.5K (-$68)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares76
Change+76
Value$1.4K
Filed 2026-10-09
Toth Financial Advisory Corp
NEW
Shares76
Change+76
Value$1.4K
Filed 2026-10-08
Rossby Financial, LCC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$959 (-$44)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares51 from 40
Change+11 (+28%)
Value$940 (+$168)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$277 (+$7)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$101 (-$5)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares1
Change+1
Value$23
Filed 2026-11-04
Vise Technologies, Inc.
CLOSED
Shares0 from 194,637
Change-194,637 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-29
Flavin Financial Services, Inc.
CLOSED
Shares0 from 39,264
Change-39,264 (-100%)
Value$0 (-$757.4K)
Filed 2026-10-21
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 32,600
Change-32,600 (-100%)
Value$0 (-$628.9K)
Filed 2026-10-22
Steinberganna Wealth Management
CLOSED
Shares0 from 16,643
Change-16,643 (-100%)
Value$0 (-$321.0K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$38.6K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$28.9K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-23
Mascoma Wealth Management LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 19,791,490
Change-19,791,490 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,981,464
Change-9,981,464 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,014,221
Change-6,014,221 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,319,825
Change-5,319,825 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,503,954
Change-4,503,954 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,268,729
Change-2,268,729 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,073,078
Change-2,073,078 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,700,588
Change-1,700,588 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,261,093
Change-1,261,093 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,259,000
Change-1,259,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 770,219
Change-770,219 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 704,375
Change-704,375 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 632,338
Change-632,338 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 544,884
Change-544,884 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 499,253
Change-499,253 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 470,809
Change-470,809 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 399,891
Change-399,891 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 355,978
Change-355,978 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 343,661
Change-343,661 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 332,355
Change-332,355 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 295,710
Change-295,710 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 282,341
Change-282,341 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 210,613
Change-210,613 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 207,958
Change-207,958 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 182,028
Change-182,028 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 180,264
Change-180,264 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 175,242
Change-175,242 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 172,426
Change-172,426 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 155,197
Change-155,197 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 138,259
Change-138,259 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 124,420
Change-124,420 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 118,267
Change-118,267 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 117,893
Change-117,893 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 112,293
Change-112,293 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 111,354
Change-111,354 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 109,750
Change-109,750 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 106,353
Change-106,353 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 78,896
Change-78,896 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 70,800
Change-70,800 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 69,006
Change-69,006 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 68,237
Change-68,237 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 63,312
Change-63,312 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,662
Change-56,662 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 55,446
Change-55,446 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 53,177
Change-53,177 (-100%)
Value—
&partners
N/A
Shares— from 51,869
Change-51,869 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 51,817
Change-51,817 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 47,963
Change-47,963 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 47,928
Change-47,928 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 44,806
Change-44,806 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 44,408
Change-44,408 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,549
Change-43,549 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 42,959
Change-42,959 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 42,845
Change-42,845 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 39,072
Change-39,072 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 38,603
Change-38,603 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 35,599
Change-35,599 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 34,974
Change-34,974 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 34,306
Change-34,306 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 34,040
Change-34,040 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 33,878
Change-33,878 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 33,152
Change-33,152 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 31,804
Change-31,804 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 31,277
Change-31,277 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 29,889
Change-29,889 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 28,485
Change-28,485 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 28,311
Change-28,311 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 26,958
Change-26,958 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 25,072
Change-25,072 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,633
Change-23,633 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 20,936
Change-20,936 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,992
Change-19,992 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 18,964
Change-18,964 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 18,499
Change-18,499 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 18,227
Change-18,227 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 18,046
Change-18,046 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 17,011
Change-17,011 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 16,691
Change-16,691 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,304
Change-16,304 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 15,540
Change-15,540 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 14,011
Change-14,011 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 12,743
Change-12,743 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 11,761
Change-11,761 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 11,393
Change-11,393 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,427
Change-10,427 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 10,320
Change-10,320 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 10,305
Change-10,305 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 930
Change-930 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 724
Change-724 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 622
Change-622 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 559
Change-559 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 447
Change-447 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 299
Change-299 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Smith Chas P & Associates PA Cpas
INCREASED2,410,1522,373,953+36,199+2%$45.8M$44.7M-$1.1M2026-10-22
Montis Financial, LLC
INCREASED1,936,2431,903,858+32,385+2%$36.7M$35.7M-$1.0M2026-11-04
Truist Financial Corp
INCREASED1,730,7581,605,335+125,423+8%$31.0M$31.9M+$948.3K2026-10-30
Annex Advisory Services, LLC
INCREASED1,217,1651,146,209+70,956+6%$22.1M$22.4M+$334.2K2026-10-16
Citizens Financial Group Inc
DECREASED953,450997,535-44,085-4%$19.2M$17.6M-$1.7M2026-10-23
Essex LLC
DECREASED641,282647,803-6,521-1%$12.5M$11.8M-$670.9K2026-10-14
Integral Investment Advisors, Inc.
INCREASED639,471623,023+16,448+3%$12.0M$11.8M-$226.3K2026-11-03
Park National Corp
INCREASED531,455453,864+77,591+17%$8.8M$9.8M+$1.0M2026-10-05
McAdam, LLC
DECREASED494,468539,081-44,613-8%$10.4M$9.1M-$1.3M2026-10-21
Legacy CG, LLC
INCREASED473,219431,768+41,451+10%$8.3M$8.7M+$397.4K2026-10-30
Elevated Capital Advisors, LLC
INCREASED374,719372,937+1,782+0%$7.2M$6.9M-$284.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED363,507326,675+36,832+11%$6.3M$6.7M+$401.0K2026-11-02
Prospera Financial Services Inc
INCREASED357,913356,545+1,368+0%$6.9M$6.6M-$263.5K2026-11-04
Key FInancial Inc
DECREASED353,092368,269-15,177-4%$7.1M$6.5M-$592.9K2026-11-02
Commonwealth Equity Services, LLC
DECREASED321,781378,955-57,174-15%$7.3M$5.9M-$1.4M2026-11-02
Adamsbrown Wealth Consultants LLC
DECREASED273,082278,397-5,315-2%$5.4M$5.0M-$334.7K2026-10-20
Victory Financial Group, LLC
INCREASED216,817203,575+13,242+7%$3.9M$4.0M+$71.1K2026-10-27
MGO One Seven LLC
NEW186,150—+186,150——$3.4M—2026-10-28
Flynn Zito Capital Management, LLC
INCREASED184,753181,273+3,480+2%$3.5M$3.4M-$89.9K2026-11-04
Vaquero Private Wealth, LTD
INCREASED177,767131,822+45,945+35%$2.5M$3.3M+$735.2K2026-10-27
True Blue Financial, LLC
INCREASED147,412124,755+22,657+18%$2.4M$2.7M+$311.8K2026-10-15
Winebrenner Capital Management LLC
INCREASED125,234119,371+5,863+5%$2.3M$2.3M+$6.7K2026-10-07
Welch & Forbes LLC
DECREASED123,087123,815-728-1%$2.4M$2.3M-$118.7K2026-11-04
Sigma Planning Corp
INCREASED109,77181,969+27,802+34%$1.6M$2.0M+$443.1K2026-10-23
StoneCrest Wealth Management, Inc.
INCREASED106,105103,531+2,574+2%$2.0M$2.0M-$40.5K2026-11-03
Roman Butler Fullerton & Co
UNCHANGED101,592101,59200%$2.0M$1.9M-$75.2K2026-10-27
Investment Partners Asset Management, Inc.
INCREASED101,53482,759+18,775+23%$1.6M$1.9M+$275.9K2026-10-09
Beacon Financial Group
DECREASED98,530102,999-4,469-4%$2.0M$1.8M-$170.0K2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED84,55289,603-5,051-6%$1.7M$1.6M-$169.3K2026-11-03
Walker Asset Management, LLC
INCREASED75,71675,712+4+0%$1.5M$1.4M-$64.3K2026-10-13
Sutton Place Investors LLC
INCREASED74,58970,179+4,410+6%$1.4M$1.4M+$21.7K2026-10-20
Wedbush Securities Inc
INCREASED73,97067,436+6,534+10%$1.3M$1.4M+$63.0K2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED70,36667,046+3,320+5%$1.3M$1.3M+$4.2K2026-11-03
Platform Technology Partners
INCREASED66,98666,015+971+1%$1.3M$1.2M-$38.2K2026-11-02
Fifth Third Securities, Inc.
INCREASED65,69856,430+9,268+16%$1.1M$1.2M+$122.9K2026-10-21
United Capital Management of KS, Inc.
INCREASED57,29056,247+1,043+2%$1.1M$1.1M-$28.6K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED55,35954,227+1,132+2%$1.0M$1.0M-$25.2K2026-10-30
Greenwood Capital Associates LLC
INCREASED54,43143,753+10,678+24%$844.0K$1.0M+$159.7K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED54,11054,409-299-1%$1.0M$997.8K-$51.8K2026-10-27
Pinnacle Financial Group, LLC / IL
INCREASED52,88645,528+7,358+16%$878.2K$975.2K+$97.0K2026-10-29
QP Wealth Management, LLC
INCREASED51,60851,083+525+1%$985.4K$951.7K-$33.7K2026-10-20
Compass Financial Management LLC
UNCHANGED51,48551,48500%$993.1K$949.4K-$43.8K2026-10-30
Beacon Financial Advisory LLC
INCREASED50,32549,408+917+2%$953.1K$928.0K-$25.1K2026-10-16
IFP Advisors, Inc
INCREASED50,01741,730+8,287+20%$805.0K$922.3K+$117.3K2026-10-16
Magnus Financial Group LLC
INCREASED49,28248,810+472+1%$941.5K$908.8K-$32.8K2026-10-21
Integrity Alliance, Llc.
INCREASED47,70225,805+21,897+85%$497.8K$879.6K+$381.8K2026-10-29
Assetmark, Inc
INCREASED43,13841,908+1,230+3%$808.4K$795.5K-$12.9K2026-10-21
Shelton Wealth Management, LLC
DECREASED42,79946,398-3,599-8%$895.0K$789.2K-$105.8K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED42,19438,257+3,937+10%$738.0K$778.1K+$40.1K2026-10-21
Partners Wealth Management, LLC
NEW36,001—+36,001——$663.9K—2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED35,71527,365+8,350+31%$527.9K$658.6K+$130.7K2026-11-03
Kestra Advisory Services, LLC
INCREASED35,47233,007+2,465+7%$636.7K$654.1K+$17.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW35,173—+35,173——$651.7K—2026-10-13
Mirae Asset Global Investments Co., Ltd.
DECREASED35,00046,114-11,114-24%$889.5K$645.4K-$244.1K2026-11-03
Elevation Wealth Partners, LLC
INCREASED31,82931,408+421+1%$605.9K$586.9K-$18.9K2026-10-07
RFG Advisory, LLC
DECREASED31,04650,574-19,528-39%$975.6K$572.5K-$403.1K2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED30,92825,778+5,150+20%$497.3K$570.3K+$73.1K2026-10-09
Sovran Advisors, LLC
DECREASED29,71646,498-16,782-36%$887.2K$549.2K-$338.0K2026-11-02
Flagstar Securities, Inc
INCREASED29,59829,400+198+1%$567.1K$545.8K-$21.3K2026-10-15
Atria Investments, Inc
INCREASED26,95320,176+6,777+34%$389.2K$497.0K+$107.8K2026-10-15
Financial Partners Group, Inc
UNCHANGED26,75926,75900%$516.2K$493.4K-$22.7K2026-10-19
Winnacle Wealth LLC
DECREASED25,09333,967-8,874-26%$655.2K$462.7K-$192.5K2026-10-15
BXM Wealth LLC
UNCHANGED25,00025,00000%$482.3K$461.0K-$21.3K2026-11-03
Apollon Wealth Management, LLC
DECREASED24,92524,985-600%$482.0K$459.6K-$22.3K2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED24,00028,400-4,400-15%$547.8K$442.6K-$105.3K2026-11-03
Princeton Global Asset Management LLC
DECREASED21,89646,710-24,814-53%$901.0K$403.8K-$497.3K2026-10-21
Wagner Wealth Management, LLC
INCREASED20,58518,858+1,727+9%$363.8K$379.6K+$15.8K2026-10-21
Independent Wealth Network Inc.
DECREASED19,56919,961-392-2%$385.1K$360.9K-$24.2K2026-10-19
Maia Wealth LLC
DECREASED19,37322,203-2,830-13%$428.3K$357.2K-$71.0K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED19,10411,054+8,050+73%$213.2K$352.3K+$139.1K2026-10-30
Oppenheimer & Co Inc
UNCHANGED18,92018,92000%$365.0K$348.9K-$16.1K2026-10-26
Lanark Financial, Inc.
DECREASED18,59018,814-224-1%$362.9K$342.8K-$20.1K2026-10-26
Main Line Retirement Advisors, LLC
INCREASED18,24110,488+7,753+74%$202.3K$336.4K+$134.0K2026-10-14
Visionary Wealth Advisors
DECREASED18,16319,169-1,006-5%$369.8K$334.9K-$34.8K2026-11-04
Park Avenue Securities LLC
INCREASED17,31716,058+1,259+8%$310.0K$319.0K+$9.0K2026-10-26
Horizon Advisory Services, Inc.
INCREASED17,18111,061+6,120+55%$213.4K$316.8K+$103.4K2026-10-29
Spire Wealth Management
INCREASED16,95716,851+106+1%$325.1K$312.7K-$12.4K2026-10-30
Orba Wealth Advisors, L.L.C.
UNCHANGED16,39316,39300%$316.2K$302.3K-$13.9K2026-10-23
D.A. Davidson & Co.
INCREASED14,02712,596+1,431+11%$243.0K$258.7K+$15.7K2026-10-28
Private Trust Co NA
INCREASED13,68211,984+1,698+14%$231.2K$252.3K+$21.1K2026-10-20
Encompass More Asset Management
NEW13,475—+13,475——$248.5K—2026-10-16
Integrated Advisors Network LLC
DECREASED12,63614,755-2,119-14%$284.6K$233.0K-$51.6K2026-10-20
Concurrent Investment Advisors, LLC
NEW12,247—+12,247——$225.8K—2026-10-16
J. L. Bainbridge & Co., Inc.
UNCHANGED11,99711,99700%$231.4K$221.2K-$10.2K2026-10-20
Accel Wealth Management
DECREASED11,34012,153-813-7%$234.4K$209.1K-$25.3K2026-10-13
G&S Capital LLC
NEW10,520—+10,520——$194.0K—2026-10-23
Independent Financial Group, LLC
NEW10,438—+10,438——$192.5K—2026-10-13
International Assets Investment Management, LLC
DECREASED10,24411,847-1,603-14%$228.4K$188.5K-$39.9K2026-11-02
Westco Advisory Services Inc
DECREASED10,01110,427-416-4%$201.1K$184.6K-$16.5K2026-10-14
Farther Finance Advisors, LLC
INCREASED6,8251,222+5,603+459%$23.6K$125.9K+$102.3K2026-10-08
Cullen T Bankers, Inc.
NEW3,448—+3,448——$63.6K—2026-10-28
Westside Investment Management, Inc.
UNCHANGED1,5001,50000%$28.9K$27.7K-$1.3K2026-11-02
Ascentis Independent Advisors
NEW1,100—+1,100——$20.3K—2026-11-03
Triumph Capital Management
UNCHANGED50050000%$9.6K$9.2K-$4252026-10-14
Latitude Advisors, LLC
NEW158—+158——$2.9K—2026-10-27
Signature Equity Partners, LLC
UNCHANGED808000%$1.5K$1.5K-$682026-10-29
GK Wealth Management LLC
NEW76—+76——$1.4K—2026-10-09
Toth Financial Advisory Corp
NEW76—+76——$1.4K—2026-10-08
Rossby Financial, LCC
UNCHANGED525200%$1.0K$959-$442026-11-05
Creative Financial Designs Inc
INCREASED5140+11+28%$772$940+$1682026-11-04
SBI Securities Co., Ltd.
INCREASED1514+1+7%$270$277+$72026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$106$101-$52026-10-23
Allspring Global Investments Holdings, LLC
NEW1—+1——$23—2026-11-04
Vise Technologies, Inc.
CLOSED0194,637-194,637-100%$3.8M$0-$3.8M2026-10-29
Flavin Financial Services, Inc.
CLOSED039,264-39,264-100%$757.4K$0-$757.4K2026-10-21
Andrew Hill Investment Advisors, Inc.
CLOSED032,600-32,600-100%$628.9K$0-$628.9K2026-10-22
Steinberganna Wealth Management
CLOSED016,643-16,643-100%$321.0K$0-$321.0K2026-10-23
Cassaday & Co Wealth Management LLC
CLOSED02,000-2,000-100%$38.6K$0-$38.6K2026-10-27
EverSource Wealth Advisors, LLC
CLOSED01,500-1,500-100%$28.9K$0-$28.9K2026-11-04
Morton Brown Family Wealth, LLC
CLOSED0285-285-100%$5.5K$0-$5.5K2026-10-23
Mascoma Wealth Management LLC
CLOSED054-54-100%$1.0K$0-$1.0K2026-10-23
Morgan Stanley
N/A—19,791,490-19,791,490-100%$381.8M———
UBS Group AG
N/A—9,981,464-9,981,464-100%$192.5M———
Bank of America Corp
N/A—6,014,221-6,014,221-100%$116.0M———
Royal Bank of Canada
N/A—5,319,825-5,319,825-100%$102.6M———
LPL Financial LLC
N/A—4,503,954-4,503,954-100%$86.9M———
NewEdge Advisors, LLC
N/A—2,268,729-2,268,729-100%$43.8M———
Raymond James Financial Inc
N/A—2,073,078-2,073,078-100%$40.0M———
Envestnet Asset Management Inc
N/A—1,700,588-1,700,588-100%$32.8M———
Legacy Edge Advisors, LLC
N/A—1,261,093-1,261,093-100%$24.3M———
Fukoku Mutual Life Insurance Co
N/A—1,259,000-1,259,000-100%$24.3M———
Osaic Holdings, Inc.
N/A—770,219-770,219-100%$14.9M———
Cetera Investment Advisers
N/A—704,375-704,375-100%$13.6M———
Fiduciary Financial Advisors
N/A—632,338-632,338-100%$12.2M———
HighTower Advisors, LLC
N/A—544,884-544,884-100%$10.5M———
Geneos Wealth Management Inc.
N/A—499,253-499,253-100%$9.6M———
Baird Financial Group, Inc.
N/A—470,809-470,809-100%$9.1M———
JPMorgan Chase & Co
N/A—399,891-399,891-100%$7.7M———
Stifel Financial Corp
N/A—355,978-355,978-100%$6.9M———
Westview Management dba Westview Investment Advisors
N/A—343,661-343,661-100%$6.6M———
Rockefeller Capital Management L.P.
N/A—332,355-332,355-100%$6.4M———
Vista Investment Management
N/A—295,710-295,710-100%$5.7M———
Synergy Investment Management, LLC
N/A—282,341-282,341-100%$5.4M———
First Trust Advisors LP
N/A—210,613-210,613-100%$4.1M———
Northwestern Mutual Wealth Management Co
N/A—207,958-207,958-100%$4.0M———
Kingsview Wealth Management, LLC
N/A—182,028-182,028-100%$3.5M———
Private Advisor Group, LLC
N/A—180,264-180,264-100%$3.5M———
Merit Financial Group, LLC
N/A—175,242-175,242-100%$3.4M———
J.W. Cole Advisors, Inc.
N/A—172,426-172,426-100%$3.3M———
Marshall Investment Management, LLC
N/A—155,197-155,197-100%$3.0M———
Janney Montgomery Scott LLC
N/A—138,259-138,259-100%$2.7M———
1776 Wealth LLC
N/A—124,420-124,420-100%$2.4M———
Focus Partners Wealth
N/A—118,267-118,267-100%$2.3M———
Veridan Wealth LLC
N/A—117,893-117,893-100%$2.3M———
Fifth Third Bancorp
N/A—112,293-112,293-100%$2.2M———
Nations Financial Group Inc,
N/A—111,354-111,354-100%$2.1M———
Keebeck Wealth Management
N/A—109,750-109,750-100%$2.1M———
Bluespring Wealth Management, LLC
N/A—106,353-106,353-100%$2.1M———
Wells Fargo & Company
N/A—78,896-78,896-100%$1.5M———
FWL Investment Management, LLC
N/A—70,800-70,800-100%$1.4M———
Lakeridge Wealth Management LLC
N/A—69,006-69,006-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—68,237-68,237-100%$1.3M———
Jaffetilchin Investment Partners, LLC
N/A—63,312-63,312-100%$1.2M———
Harbour Investments, Inc.
N/A—56,662-56,662-100%$1.1M———
Plotkin Financial Advisors, LLC
N/A—55,446-55,446-100%$1.1M———
Ritter Daniher Financial Advisory LLC / de
N/A—53,177-53,177-100%$1.0M———
&partners
N/A—51,869-51,869-100%$1.0M———
Benjamin Edwards Inc
N/A—51,817-51,817-100%$999.5K———
Western Wealth Management, LLC
N/A—47,963-47,963-100%$925.2K———
Sanctuary Advisors, LLC
N/A—47,928-47,928-100%$924.5K———
Trustmark Bank Trust Department
N/A—44,806-44,806-100%$864.3K———
Stratos Wealth Partners, Ltd.
N/A—44,408-44,408-100%$856.6K———
Integrated Wealth Concepts LLC
N/A—43,549-43,549-100%$840.1K———
Twin Peaks Wealth Advisors, LLC
N/A—42,959-42,959-100%$828.7K———
Maridea Wealth Management LLC
N/A—42,845-42,845-100%$826.5K———
Vestmark Advisory Solutions, Inc.
N/A—39,072-39,072-100%$753.7K———
Summit Financial, LLC
N/A—38,603-38,603-100%$744.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—35,599-35,599-100%$686.7K———
Composition Wealth, LLC
N/A—34,974-34,974-100%$674.6K———
Equitable Holdings, Inc.
N/A—34,306-34,306-100%$661.8K———
Snowden Capital Advisors LLC
N/A—34,040-34,040-100%$656.6K———
Kovack Advisors, Inc.
N/A—33,878-33,878-100%$653.2K———
Viawealth, LLC
N/A—33,152-33,152-100%$639.5K———
Mariner, LLC
N/A—31,804-31,804-100%$613.5K———
Balanced Rock Investment Advisors LLC
N/A—31,277-31,277-100%$603.3K———
SlateStone Wealth, LLC
N/A—30,000-30,000-100%$579.0K———
Forum Private Client Group LLC
N/A—29,889-29,889-100%$576.6K———
Captrust Financial Advisors
N/A—28,485-28,485-100%$549.5K———
Core Wealth Advisors, Inc.
N/A—28,311-28,311-100%$546.1K———
Brand Asset Management Group, Inc.
N/A—26,958-26,958-100%$520.0K———
Summit Wealth Partners, LLC
N/A—25,072-25,072-100%$483.6K———
MML Investors Services, LLC
N/A—23,633-23,633-100%$455.9K———
Envestnet Portfolio Solutions, Inc.
N/A—20,936-20,936-100%$403.8K———
OneDigital Investment Advisors LLC
N/A—19,992-19,992-100%$385.6K———
Wealth Management Associates, Inc.
N/A—18,964-18,964-100%$365.8K———
Gateway Wealth Partners, LLC
N/A—18,499-18,499-100%$356.9K———
Hobbs Group Advisors, LLC
N/A—18,227-18,227-100%$351.6K———
XP Advisory US, Inc.
N/A—18,046-18,046-100%$348.1K———
Harvest Investment Services, LLC
N/A—18,000-18,000-100%$347.2K———
Mercer Global Advisors Inc
N/A—17,518-17,518-100%$337.9K———
Arkadios Wealth Advisors
N/A—17,232-17,232-100%$332.4K———
Collaborative Wealth Managment Inc.
N/A—17,011-17,011-100%$328.1K———
LaSalle St. Investment Advisors, LLC
N/A—16,691-16,691-100%$322.0K———
Ameritas Advisory Services, LLC
N/A—16,304-16,304-100%$314.5K———
Calton & Associates, Inc.
N/A—15,540-15,540-100%$299.8K———
Protective Life Corp
N/A—14,033-14,033-100%$270.7K———
UBS Asset Management Americas LLC
N/A—14,011-14,011-100%$270.3K———
Advance Capital Management, Inc.
N/A—13,771-13,771-100%$265.6K———
Leigh Baldwin & Co., LLC
N/A—12,743-12,743-100%$245.8K———
Castle Wealth Management LLC
N/A—12,200-12,200-100%$235.3K———
Marshall Financial Group, LLC
N/A—11,761-11,761-100%$226.9K———
Mutual Advisors, LLC
N/A—11,750-11,750-100%$226.7K———
Valmark Advisers, Inc.
N/A—11,393-11,393-100%$219.8K———
Clark Capital Management Group, Inc.
N/A—10,995-10,995-100%$212.1K———
AQR Capital Management LLC
N/A—10,973-10,973-100%$211.7K———
Cerity Partners LLC
N/A—10,973-10,973-100%$211.7K———
Level Four Advisory Services, LLC
N/A—10,427-10,427-100%$201.1K———
Concentrum Wealth Management
N/A—10,320-10,320-100%$199.1K———
Jacobi Capital Management LLC
N/A—10,305-10,305-100%$198.8K———
Ankerstar Wealth, LLC
N/A—6,043-6,043-100%$116.6K———
Centaurus Financial, Inc.
N/A—5,538-5,538-100%$107.0K———
Global Retirement Partners, LLC
N/A—3,013-3,013-100%$58.1K———
Paladin Advisory Group, LLC
N/A—2,607-2,607-100%$50.3K———
Arax Advisory Partners
N/A—2,493-2,493-100%$48.1K———
Raffa Wealth Management, LLC
N/A—2,029-2,029-100%$39.1K———
Colonial Trust Co / SC
N/A—1,900-1,900-100%$36.7K———
Smartleaf Asset Management LLC
N/A—1,437-1,437-100%$27.7K———
AE Wealth Management LLC
N/A—1,208-1,208-100%$23.3K———
Greykasell Wealth Strategies, Inc.
N/A—1,104-1,104-100%$21.3K———
Burnham & Co LLC
N/A—1,000-1,000-100%$19.3K———
Jones Financial Companies Lllp
N/A—930-930-100%$17.9K———
Godfrey Financial Associates, Inc.
N/A—724-724-100%$14.0K———
Elequin Capital, LP
N/A—622-622-100%$12.0K———
Johnson Financial Group, Inc.
N/A—559-559-100%$10.8K———
Nova Wealth Management, Inc.
N/A—447-447-100%$8.6K———
Coppell Advisory Solutions LLC
N/A—302-302-100%$407.3K———
Park Place Capital Corp
N/A—299-299-100%$5.8K———
Mpwm Advisory Solutions, LLC
N/A—250-250-100%$4.8K———
Peterson Wealth Management
N/A—5-5-100%$91———
Showing 229 of 229 institutions