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First Trust Active Factor LA (AFLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares442,797 from 393,444
Change+49,353 (+13%)
Value$19.6M (+$2.5M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares438,865 from 432,914
Change+5,951 (+1%)
Value$19.4M (+$578.8K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares312,603 from 315,935
Change-3,332 (-1%)
Value$13.8M (+$83.5K)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares282,379 from 229,423
Change+52,956 (+23%)
Value$12.5M (+$2.5M)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares274,840 from 14,991
Change+259,849 (+1733%)
Value$12.1M (+$11.5M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares178,668 from 88,452
Change+90,216 (+102%)
Value$7.9M (+$4.0M)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares154,662 from 114,188
Change+40,474 (+35%)
Value$6.8M (+$1.9M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares140,747 from 144,812
Change-4,065 (-3%)
Value$6.2M (-$73.8K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares125,786 from 98,964
Change+26,822 (+27%)
Value$5.6M (+$1.3M)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares114,113 from 121,179
Change-7,066 (-6%)
Value$5.0M (-$223.5K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares107,057 from 88,199
Change+18,858 (+21%)
Value$4.7M (+$897.0K)
Filed 2026-10-28
Wagner Wealth Management, Corp
INCREASED
Shares101,116 from 92,984
Change+8,132 (+9%)
Value$4.5M (+$426.9K)
Filed 2026-10-20
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares94,244 from 85,564
Change+8,680 (+10%)
Value$4.2M (+$445.7K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares81,200 from 82,181
Change-981 (-1%)
Value$3.6M (+$16.7K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares79,390 from 50,550
Change+28,840 (+57%)
Value$3.5M (+$1.3M)
Filed 2026-11-03
Iams Wealth Management, LLC
DECREASED
Shares79,090 from 91,041
Change-11,951 (-13%)
Value$3.5M (-$461.2K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares70,339 from 74,527
Change-4,188 (-6%)
Value$3.1M (-$161.5K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares67,987 from 58,183
Change+9,804 (+17%)
Value$3.0M (+$475.3K)
Filed 2026-10-29
Ignite Planners, LLC
INCREASED
Shares62,594 from 46,616
Change+15,978 (+34%)
Value$2.8M (+$777.4K)
Filed 2026-10-14
Park Avenue Securities LLC
DECREASED
Shares58,596 from 60,217
Change-1,621 (-3%)
Value$2.6M (-$28.0K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW
Shares47,444
Change+47,444
Value$2.1M
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares44,363 from 91,423
Change-47,060 (-51%)
Value$2.0M (-$2.0M)
Filed 2026-10-16
Arwa LLC
NEW
Shares44,055
Change+44,055
Value$2.0M
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares33,077 from 4,557
Change+28,520 (+626%)
Value$1.5M (+$1.3M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares25,972 from 25,026
Change+946 (+4%)
Value$1.1M (+$60.0K)
Filed 2026-11-02
Strategic Blueprint, LLC
NEW
Shares22,924
Change+22,924
Value$1.0M
Filed 2026-10-22
Asset Allocation Strategies LLC
INCREASED
Shares20,606 from 20,066
Change+540 (+3%)
Value$909.8K (+$38.5K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares17,690 from 1,205
Change+16,485 (+1368%)
Value$781.0K (+$728.7K)
Filed 2026-10-29
SLT Holdings LLC
INCREASED
Shares17,049 from 16,088
Change+961 (+6%)
Value$752.7K (+$54.2K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares14,025 from 16,505
Change-2,480 (-15%)
Value$619.2K (-$97.4K)
Filed 2026-10-13
Manchester Financial Inc
INCREASED
Shares13,812 from 13,471
Change+341 (+3%)
Value$609.8K (+$24.9K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares11,901 from 12,201
Change-300 (-2%)
Value$525.4K (-$4.3K)
Filed 2026-10-23
Integrity Alliance, Llc.
NEW
Shares11,338
Change+11,338
Value$500.6K
Filed 2026-10-29
Private Client Services, LLC
INCREASED
Shares9,358 from 8,864
Change+494 (+6%)
Value$413.2K (+$28.3K)
Filed 2026-10-02
Novem Group
INCREASED
Shares9,237 from 8,961
Change+276 (+3%)
Value$407.8K (+$18.7K)
Filed 2026-10-19
Ceera Investments, LLC
INCREASED
Shares8,524 from 7,849
Change+675 (+9%)
Value$376.3K (+$35.5K)
Filed 2026-11-02
Tucker Asset Management LLC
INCREASED
Shares8,510 from 7,983
Change+527 (+7%)
Value$375.7K (+$29.1K)
Filed 2026-10-29
HBW Advisory Services LLC
DECREASED
Shares8,207 from 33,109
Change-24,902 (-75%)
Value$362.3K (-$1.1M)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,908 from 7,814
Change+94 (+1%)
Value$349.1K (+$9.9K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares7,877 from 5,859
Change+2,018 (+34%)
Value$347.8K (+$93.4K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
UNCHANGED
Shares7,235 from 7,235
Change0 (0%)
Value$319.4K (+$5.3K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,179 from 5,258
Change+1,921 (+37%)
Value$317.0K (+$88.7K)
Filed 2026-10-14
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares6,903 from 6,903
Change0 (0%)
Value$304.8K (+$5.0K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares6,397 from 6,139
Change+258 (+4%)
Value$282.4K (+$15.9K)
Filed 2026-10-08
Wedbush Securities Inc
NEW
Shares5,849
Change+5,849
Value$258.0K
Filed 2026-10-22
Able Financial Group, LLC
DECREASED
Shares5,254 from 5,724
Change-470 (-8%)
Value$232.0K (-$16.6K)
Filed 2026-10-14
Purewater Capital LLC
UNCHANGED
Shares4,985 from 4,985
Change0 (0%)
Value$220.1K (+$3.6K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED
Shares4,788 from 4,788
Change0 (0%)
Value$211.4K (+$3.5K)
Filed 2026-11-03
Morey & Quinn Wealth Partners, LLC
NEW
Shares4,543
Change+4,543
Value$200.6K
Filed 2026-10-28
GoalVest Advisory LLC
DECREASED
Shares2,680 from 2,902
Change-222 (-8%)
Value$118.3K (-$7.7K)
Filed 2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,577 from 7,492
Change-4,915 (-66%)
Value$113.8K (-$211.5K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares1,679 from 2,303
Change-624 (-27%)
Value$74.1K (-$25.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares1,564 from 1,580
Change-16 (-1%)
Value$69.2K (+$606)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares839 from 764
Change+75 (+10%)
Value$37.0K (+$3.9K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares704 from 439
Change+265 (+60%)
Value$31.1K (+$12.0K)
Filed 2026-11-05
Compass Financial Management LLC
NEW
Shares700
Change+700
Value$30.9K
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$23.8K (+$394)
Filed 2026-10-28
Balentine LLC
DECREASED
Shares381 from 382
Change-1 (0%)
Value$16.8K (+$254)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$16.5K (+$272)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$12.4K (+$210)
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$6.9K (+$114)
Filed 2026-10-07
Quest 10 Wealth Builders, Inc.
INCREASED
Shares146 from 76
Change+70 (+92%)
Value$6.4K (+$3.1K)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$5.6K (+$92)
Filed 2026-11-03
CX Institutional
NEW
Shares62
Change+62
Value$3
Filed 2026-10-02
Stenger Family Office, LLC
CLOSED
Shares0 from 408,634
Change-408,634 (-100%)
Value$0 (-$17.7M)
Filed 2026-10-22
World Equity Group, Inc.
CLOSED
Shares0 from 14,114
Change-14,114 (-100%)
Value$0 (-$612.8K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$28.1K)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-15
LPL Financial LLC
N/A
Shares— from 3,749,879
Change-3,749,879 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,350,946
Change-1,350,946 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 677,127
Change-677,127 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 606,040
Change-606,040 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 399,483
Change-399,483 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 298,890
Change-298,890 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 263,481
Change-263,481 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 210,923
Change-210,923 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 209,335
Change-209,335 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 191,726
Change-191,726 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 175,210
Change-175,210 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 117,671
Change-117,671 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 113,542
Change-113,542 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 111,705
Change-111,705 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 107,373
Change-107,373 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 105,669
Change-105,669 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 102,956
Change-102,956 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 74,653
Change-74,653 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 74,155
Change-74,155 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 72,272
Change-72,272 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 59,777
Change-59,777 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 58,611
Change-58,611 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 45,513
Change-45,513 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,186
Change-44,186 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 43,607
Change-43,607 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 43,191
Change-43,191 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,983
Change-39,983 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 37,612
Change-37,612 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 35,897
Change-35,897 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,196
Change-35,196 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 35,142
Change-35,142 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 34,615
Change-34,615 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 33,805
Change-33,805 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 33,456
Change-33,456 (-100%)
Value—
&partners
N/A
Shares— from 30,151
Change-30,151 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,469
Change-27,469 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 26,805
Change-26,805 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,736
Change-21,736 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 21,648
Change-21,648 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,212
Change-16,212 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,398
Change-15,398 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,278
Change-14,278 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,844
Change-9,844 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,702
Change-9,702 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Rossby Financial, LCC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 947
Change-947 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 921
Change-921 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 650
Change-650 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 457
Change-457 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 314
Change-314 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 257
Change-257 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 213
Change-213 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 108
Change-108 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED442,797393,444+49,353+13%$17.1M$19.6M+$2.5M2026-11-02
Assetmark, Inc
INCREASED438,865432,914+5,951+1%$18.8M$19.4M+$578.8K2026-10-21
Truist Financial Corp
DECREASED312,603315,935-3,332-1%$13.7M$13.8M+$83.5K2026-10-30
Prospera Financial Services Inc
INCREASED282,379229,423+52,956+23%$10.0M$12.5M+$2.5M2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED274,84014,991+259,849+1733%$650.9K$12.1M+$11.5M2026-10-29
Kestra Advisory Services, LLC
INCREASED178,66888,452+90,216+102%$3.8M$7.9M+$4.0M2026-11-02
MGO One Seven LLC
INCREASED154,662114,188+40,474+35%$5.0M$6.8M+$1.9M2026-10-28
Kestra Private Wealth Services, LLC
DECREASED140,747144,812-4,065-3%$6.3M$6.2M-$73.8K2026-10-30
Farther Finance Advisors, LLC
INCREASED125,78698,964+26,822+27%$4.3M$5.6M+$1.3M2026-10-08
IFP Advisors, Inc
DECREASED114,113121,179-7,066-6%$5.3M$5.0M-$223.5K2026-10-16
D.A. Davidson & Co.
INCREASED107,05788,199+18,858+21%$3.8M$4.7M+$897.0K2026-10-28
Wagner Wealth Management, Corp
INCREASED101,11692,984+8,132+9%$4.0M$4.5M+$426.9K2026-10-20
Boyce & Associates Wealth Consulting, Inc.
INCREASED94,24485,564+8,680+10%$3.7M$4.2M+$445.7K2026-10-14
Atria Investments, Inc
DECREASED81,20082,181-981-1%$3.6M$3.6M+$16.7K2026-10-15
RFG Advisory, LLC
INCREASED79,39050,550+28,840+57%$2.2M$3.5M+$1.3M2026-11-03
Iams Wealth Management, LLC
DECREASED79,09091,041-11,951-13%$4.0M$3.5M-$461.2K2026-10-15
Sigma Planning Corp
DECREASED70,33974,527-4,188-6%$3.2M$3.1M-$161.5K2026-10-23
Koshinski Asset Management, Inc.
INCREASED67,98758,183+9,804+17%$2.5M$3.0M+$475.3K2026-10-29
Ignite Planners, LLC
INCREASED62,59446,616+15,978+34%$2.0M$2.8M+$777.4K2026-10-14
Park Avenue Securities LLC
DECREASED58,59660,217-1,621-3%$2.6M$2.6M-$28.0K2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW47,444—+47,444——$2.1M—2026-10-27
Concurrent Investment Advisors, LLC
DECREASED44,36391,423-47,060-51%$4.0M$2.0M-$2.0M2026-10-16
Arwa LLC
NEW44,055—+44,055——$2.0M—2026-10-21
Cullen T Bankers, Inc.
INCREASED33,0774,557+28,520+626%$197.9K$1.5M+$1.3M2026-10-28
Commonwealth Equity Services, LLC
INCREASED25,97225,026+946+4%$1.1M$1.1M+$60.0K2026-11-02
Strategic Blueprint, LLC
NEW22,924—+22,924——$1.0M—2026-10-22
Asset Allocation Strategies LLC
INCREASED20,60620,066+540+3%$871.3K$909.8K+$38.5K2026-10-20
Signature Equity Partners, LLC
INCREASED17,6901,205+16,485+1368%$52.3K$781.0K+$728.7K2026-10-29
SLT Holdings LLC
INCREASED17,04916,088+961+6%$698.5K$752.7K+$54.2K2026-10-15
Independent Financial Group, LLC
DECREASED14,02516,505-2,480-15%$716.6K$619.2K-$97.4K2026-10-13
Manchester Financial Inc
INCREASED13,81213,471+341+3%$584.9K$609.8K+$24.9K2026-10-15
Apollon Wealth Management, LLC
DECREASED11,90112,201-300-2%$529.8K$525.4K-$4.3K2026-10-23
Integrity Alliance, Llc.
NEW11,338—+11,338——$500.6K—2026-10-29
Private Client Services, LLC
INCREASED9,3588,864+494+6%$384.9K$413.2K+$28.3K2026-10-02
Novem Group
INCREASED9,2378,961+276+3%$389.1K$407.8K+$18.7K2026-10-19
Ceera Investments, LLC
INCREASED8,5247,849+675+9%$340.8K$376.3K+$35.5K2026-11-02
Tucker Asset Management LLC
INCREASED8,5107,983+527+7%$346.6K$375.7K+$29.1K2026-10-29
HBW Advisory Services LLC
DECREASED8,20733,109-24,902-75%$1.4M$362.3K-$1.1M2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED7,9087,814+94+1%$339.3K$349.1K+$9.9K2026-11-03
Davenport & Co LLC
INCREASED7,8775,859+2,018+34%$254.4K$347.8K+$93.4K2026-10-14
Crusonia Wealth Advisors LLC
UNCHANGED7,2357,23500%$314.1K$319.4K+$5.3K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,1795,258+1,921+37%$228.3K$317.0K+$88.7K2026-10-14
Luts & Greenleigh Group, Inc.
UNCHANGED6,9036,90300%$299.7K$304.8K+$5.0K2026-11-05
First Heartland Consultants, Inc.
INCREASED6,3976,139+258+4%$266.6K$282.4K+$15.9K2026-10-08
Wedbush Securities Inc
NEW5,849—+5,849——$258.0K—2026-10-22
Able Financial Group, LLC
DECREASED5,2545,724-470-8%$248.5K$232.0K-$16.6K2026-10-14
Purewater Capital LLC
UNCHANGED4,9854,98500%$216.4K$220.1K+$3.6K2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED4,7884,78800%$207.9K$211.4K+$3.5K2026-11-03
Morey & Quinn Wealth Partners, LLC
NEW4,543—+4,543——$200.6K—2026-10-28
GoalVest Advisory LLC
DECREASED2,6802,902-222-8%$126.0K$118.3K-$7.7K2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,5777,492-4,915-66%$325.3K$113.8K-$211.5K2026-10-14
Tounjian Advisory Partners, LLC
DECREASED1,6792,303-624-27%$100.0K$74.1K-$25.8K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED1,5641,580-16-1%$68.6K$69.2K+$6062026-10-30
Spire Wealth Management
INCREASED839764+75+10%$33.2K$37.0K+$3.9K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED704439+265+60%$19.1K$31.1K+$12.0K2026-11-05
Compass Financial Management LLC
NEW700—+700——$30.9K—2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED53953900%$23.4K$23.8K+$3942026-10-28
Balentine LLC
DECREASED381382-10%$16.6K$16.8K+$2542026-11-03
Private Trust Co NA
UNCHANGED37337300%$16.2K$16.5K+$2722026-10-20
Lloyd Advisory Services, Llc.
UNCHANGED28128100%$12.2K$12.4K+$2102026-11-02
American National Bank & Trust
UNCHANGED15615600%$6.8K$6.9K+$1142026-10-07
Quest 10 Wealth Builders, Inc.
INCREASED14676+70+92%$3.3K$6.4K+$3.1K2026-11-02
Key Capital Management, Inc
UNCHANGED12612600%$5.5K$5.6K+$922026-11-03
CX Institutional
NEW62—+62——$3—2026-10-02
Stenger Family Office, LLC
CLOSED0408,634-408,634-100%$17.7M$0-$17.7M2026-10-22
World Equity Group, Inc.
CLOSED014,114-14,114-100%$612.8K$0-$612.8K2026-10-14
International Assets Investment Management, LLC
CLOSED0650-650-100%$28.1K$0-$28.1K2026-11-02
Blue Trust, Inc.
CLOSED078-78-100%$3.4K$0-$3.4K2026-10-15
LPL Financial LLC
N/A—3,749,879-3,749,879-100%$162.8M———
Envestnet Asset Management Inc
N/A—1,350,946-1,350,946-100%$58.7M———
Stifel Financial Corp
N/A—677,127-677,127-100%$29.4M———
Arax Advisory Partners
N/A—606,040-606,040-100%$26.3M———
Cetera Investment Advisers
N/A—399,483-399,483-100%$17.3M———
Kirkwood Financial Services
N/A—298,890-298,890-100%$13.0M———
Osaic Holdings, Inc.
N/A—263,481-263,481-100%$11.4M———
Integrated Wealth Concepts LLC
N/A—210,923-210,923-100%$9.2M———
Global Retirement Partners, LLC
N/A—209,335-209,335-100%$9.1M———
Kingsview Wealth Management, LLC
N/A—191,726-191,726-100%$8.3M———
Benjamin Edwards Inc
N/A—175,210-175,210-100%$7.6M———
Maridea Wealth Management LLC
N/A—117,671-117,671-100%$5.1M———
Janney Montgomery Scott LLC
N/A—113,542-113,542-100%$4.9M———
Gateway Wealth Partners, LLC
N/A—111,705-111,705-100%$4.9M———
Bank of New York Mellon Corp
N/A—107,373-107,373-100%$4.7M———
Snowden Capital Advisors LLC
N/A—105,669-105,669-100%$4.6M———
NI Acquisitions Company, LLC
N/A—102,956-102,956-100%$4.8M———
AE Wealth Management LLC
N/A—74,653-74,653-100%$3.2M———
Orion Porfolio Solutions, LLC
N/A—74,155-74,155-100%$3.2M———
NewEdge Advisors, LLC
N/A—72,272-72,272-100%$3.1M———
Harbour Investments, Inc.
N/A—59,777-59,777-100%$2.6M———
OneAscent Financial Services LLC
N/A—58,611-58,611-100%$2.5M———
NewEdge Wealth, LLC
N/A—45,513-45,513-100%$2.0M———
Citadel Advisors LLC
N/A—44,186-44,186-100%$1.9M———
Pinnacle Family Advisors, LLC
N/A—43,607-43,607-100%$1.9M———
Foundations Investment Advisors, LLC
N/A—43,191-43,191-100%$1.9M———
Arkadios Wealth Advisors
N/A—39,983-39,983-100%$1.7M———
Smith, Moore & Co.
N/A—37,612-37,612-100%$1.6M———
Gentry Private Wealth, LLC
N/A—35,897-35,897-100%$1.6M———
Sanctuary Advisors, LLC
N/A—35,196-35,196-100%$1.5M———
J.W. Cole Advisors, Inc.
N/A—35,142-35,142-100%$1.5M———
Coppell Advisory Solutions LLC
N/A—34,615-34,615-100%$44.3K———
FSB Premier Wealth Management, Inc.
N/A—33,805-33,805-100%$1.5M———
Wealth Watch Advisors, Inc
N/A—33,456-33,456-100%$1.5M———
&partners
N/A—30,151-30,151-100%$1.3M———
Susquehanna International Group, LLP
N/A—27,469-27,469-100%$1.2M———
Great Valley Advisor Group, Inc.
N/A—26,805-26,805-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—21,736-21,736-100%$943.8K———
Blackhawk Capital Partners, LLC
N/A—21,648-21,648-100%$940.0K———
MML Investors Services, LLC
N/A—16,212-16,212-100%$703.9K———
Principal Securities, Inc.
N/A—15,398-15,398-100%$668.6K———
Mutual Advisors, LLC
N/A—14,278-14,278-100%$620.0K———
Geneos Wealth Management Inc.
N/A—10,314-10,314-100%$447.8K———
IHT Wealth Management, LLC
N/A—10,009-10,009-100%$434.6K———
World Investment Advisors
N/A—9,844-9,844-100%$425.7K———
Silver OAK Securities, Incorporated
N/A—9,753-9,753-100%$423.5K———
GeoWealth Management, LLC
N/A—9,702-9,702-100%$421.3K———
Pinnacle Financial Partners, Inc.
N/A—7,881-7,881-100%$342.2K———
Founders Financial Alliance, LLC
N/A—7,547-7,547-100%$327.7K———
LaSalle St. Investment Advisors, LLC
N/A—6,652-6,652-100%$288.8K———
First Trust Advisors LP
N/A—6,416-6,416-100%$278.6K———
Western Wealth Management, LLC
N/A—5,458-5,458-100%$237.0K———
IFG Advisory, LLC
N/A—5,081-5,081-100%$220.6K———
Synergy Investment Management, LLC
N/A—2,413-2,413-100%$104.8K———
Rossby Financial, LCC
N/A—2,290-2,290-100%$99.4K———
BFC Planning, Inc.
N/A—1,951-1,951-100%$84.7K———
Smartleaf Asset Management LLC
N/A—981-981-100%$42.3K———
Johnson Financial Group, Inc.
N/A—947-947-100%$41.1K———
Morgan Stanley
N/A—921-921-100%$40.0K———
Royal Bank of Canada
N/A—650-650-100%$28.0K———
Medallion Wealth Advisors, LLC
N/A—468-468-100%$20.4K———
Financial Gravity Companies, Inc.
N/A—457-457-100%$19.8K———
Steward Partners Investment Advisory, LLC
N/A—428-428-100%$18.6K———
JPMorgan Chase & Co
N/A—314-314-100%$13.5K———
Huntington National Bank
N/A—257-257-100%$11.2K———
Northwestern Mutual Wealth Management Co
N/A—250-250-100%$10.9K———
Fiduciary Financial Advisors
N/A—213-213-100%$9.2K———
Ameriflex Group, Inc.
N/A—210-210-100%$9.1K———
Vanguard Advisers Inc
N/A—132-132-100%$5.7K———
Jones Financial Companies Lllp
N/A—108-108-100%$4.6K———
Mpwm Advisory Solutions, LLC
N/A—93-93-100%$4.0K———
Russell Investments Group, Ltd.
N/A—27-27-100%$1.2K———
Strive Financial Group,LLC
N/A—18-18-100%$782———
Aptus Capital Advisors, LLC
N/A—1-1-100%$43———
Showing 142 of 142 institutions