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Pacer MET US LRG Cap DVD 400 (QDPL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,666,263 from 3,460,154
Change+206,109 (+6%)
Value$167.9M (+$12.0M)
Filed 2026-11-06
Advisory Resource Group
DECREASED
Shares984,037 from 988,427
Change-4,390 (0%)
Value$45.1M (+$518.5K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares666,031 from 790,438
Change-124,407 (-16%)
Value$30.5K (-$35.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares494,838 from 483,013
Change+11,825 (+2%)
Value$22.7M (+$893.2K)
Filed 2026-11-02
Stillwater Wealth Management Group
INCREASED
Shares183,706 from 157,302
Change+26,404 (+17%)
Value$8.4M (+$1.3M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares180,280 from 171,733
Change+8,547 (+5%)
Value$8.3M (+$516.5K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED
Shares180,084 from 210,389
Change-30,305 (-14%)
Value$8.2M (-$1.2M)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares170,866 from 147,036
Change+23,830 (+16%)
Value$7.8M (+$1.2M)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares155,860 from 164,456
Change-8,596 (-5%)
Value$7.2M (-$244.6K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares150,846 from 350,355
Change-199,509 (-57%)
Value$6.8M (-$9.0M)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares124,468 from 95,738
Change+28,730 (+30%)
Value$5.7M (+$1.4M)
Filed 2026-10-20
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares107,626 from 109,679
Change-2,053 (-2%)
Value$4.9M (-$14.2K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares89,295 from 79,367
Change+9,928 (+13%)
Value$4.2M (+$508.6K)
Filed 2026-10-13
Southern Capital Services Inc
DECREASED
Shares88,114 from 90,036
Change-1,922 (-2%)
Value$4.0M (-$22.5K)
Filed 2026-10-19
Code Waechter LLC
DECREASED
Shares86,818 from 86,848
Change-30 (0%)
Value$4.0M (+$61.8K)
Filed 2026-10-23
Lifestyle Asset Management, Inc.
INCREASED
Shares85,067 from 69,389
Change+15,678 (+23%)
Value$3.9M (+$768.5K)
Filed 2026-10-20
Channel Wealth LLC
DECREASED
Shares69,742 from 73,022
Change-3,280 (-4%)
Value$3.2M (-$97.0K)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares69,362 from 69,985
Change-623 (-1%)
Value$3.2M (+$28.1K)
Filed 2026-10-30
Level Four Advisory Services, LLC
DECREASED
Shares68,221 from 69,484
Change-1,263 (-2%)
Value$3.1M (-$7.3K)
Filed 2026-11-06
Guardian Financial Partners, LLC
INCREASED
Shares66,832 from 66,004
Change+828 (+1%)
Value$3.1M (+$86.0K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares62,184 from 62,229
Change-45 (0%)
Value$2.8M (+$43.3K)
Filed 2026-10-30
Spinnaker Investment Group, LLC
DECREASED
Shares58,367 from 58,374
Change-7 (0%)
Value$2.7M (+$42.2K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares51,377 from 24,180
Change+27,197 (+112%)
Value$2.4M (+$1.3M)
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares50,911 from 36,004
Change+14,907 (+41%)
Value$2.3M (+$708.9K)
Filed 2026-10-28
Anson Capital, Inc.
INCREASED
Shares50,050 from 46,697
Change+3,353 (+7%)
Value$2.3M (+$187.5K)
Filed 2026-10-23
Teamwork Financial Advisors, LLC
INCREASED
Shares49,194 from 42,801
Change+6,393 (+15%)
Value$2.3M (+$323.9K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares46,029 from 46,463
Change-434 (-1%)
Value$2.1M (+$13.9K)
Filed 2026-10-23
BNB Wealth Management, LLC
INCREASED
Shares44,640 from 42,886
Change+1,754 (+4%)
Value$2.0M (+$111.6K)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares44,552 from 41,442
Change+3,110 (+8%)
Value$2.0M (+$172.6K)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares42,708 from 34,917
Change+7,791 (+22%)
Value$2.0M (+$382.2K)
Filed 2026-10-16
International Assets Investment Management, LLC
INCREASED
Shares41,734 from 40,517
Change+1,217 (+3%)
Value$1.9M (+$75.7K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares40,608 from 35,226
Change+5,382 (+15%)
Value$1.9M (+$272.1K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares40,004 from 39,647
Change+357 (+1%)
Value$1.8M (+$45.2K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
DECREASED
Shares39,893 from 41,095
Change-1,202 (-3%)
Value$1.8M (-$27.4K)
Filed 2026-10-27
Private Wealth Partners, LLC
UNCHANGED
Shares36,950 from 36,950
Change0 (0%)
Value$1.7M (+$26.9K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED
Shares36,100 from 35,900
Change+200 (+1%)
Value$1.7M (+$33.1K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares35,247 from 38,829
Change-3,582 (-9%)
Value$1.6M (-$135.8K)
Filed 2026-11-05
MY Wealth Management Inc.
DECREASED
Shares33,303 from 33,553
Change-250 (-1%)
Value$1.5M (+$13.0K)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares29,255 from 28,315
Change+940 (+3%)
Value$1.3M (+$63.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares27,824 from 27,766
Change+58 (+0%)
Value$1.3M (+$22.8K)
Filed 2026-10-08
Blueprint Investment Partners LLC
INCREASED
Shares26,131 from 21,112
Change+5,019 (+24%)
Value$1.2M (+$245.2K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares26,131 from 21,112
Change+5,019 (+24%)
Value$1.2M (+$245.2K)
Filed 2026-10-28
Focused Alpha, LLC
DECREASED
Shares26,057 from 26,734
Change-677 (-3%)
Value$1.2M (-$11.6K)
Filed 2026-10-20
Autumn Glory Partners, LLC
UNCHANGED
Shares25,812 from 25,812
Change0 (0%)
Value$1.2M (+$18.8K)
Filed 2026-10-26
Clay Northam Wealth Management, LLC
DECREASED
Shares24,356 from 25,256
Change-900 (-4%)
Value$1.1M (-$22.8K)
Filed 2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED
Shares24,069 from 19,126
Change+4,943 (+26%)
Value$1.1M (+$240.3K)
Filed 2026-10-14
Integrity Alliance, Llc.
DECREASED
Shares23,438 from 26,342
Change-2,904 (-11%)
Value$1.1M (-$113.9K)
Filed 2026-10-29
Cooper Financial Group
DECREASED
Shares22,892 from 63,538
Change-40,646 (-64%)
Value$1.0M (-$1.8M)
Filed 2026-10-07
Money Concepts Capital Corp
INCREASED
Shares22,313 from 14,793
Change+7,520 (+51%)
Value$1.0M (+$355.1K)
Filed 2026-11-06
Cora Capital Advisors LLC
INCREASED
Shares20,671 from 20,208
Change+463 (+2%)
Value$946.7K (+$35.9K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares20,437 from 21,306
Change-869 (-4%)
Value$936.0K (-$24.3K)
Filed 2026-11-04
Beacon Financial Advisory LLC
DECREASED
Shares19,982 from 20,898
Change-916 (-4%)
Value$915.1K (-$26.8K)
Filed 2026-10-16
Redmond Asset Management, LLC
DECREASED
Shares19,598 from 28,018
Change-8,420 (-30%)
Value$897.5K (-$365.2K)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares18,897 from 16,396
Change+2,501 (+15%)
Value$865.4K (+$126.5K)
Filed 2026-10-22
Optima Capital LLC
DECREASED
Shares17,040 from 17,491
Change-451 (-3%)
Value$783.4K (-$8.1K)
Filed 2026-10-29
Commerce Advisors, LLC
UNCHANGED
Shares16,912 from 16,912
Change0 (0%)
Value$774.6K (+$12.3K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares15,718 from 14,428
Change+1,290 (+9%)
Value$719.9K (+$69.6K)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares15,395 from 14,438
Change+957 (+7%)
Value$705.0K (+$54.3K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
DECREASED
Shares14,730 from 14,790
Change-60 (0%)
Value$674.6K (+$8.0K)
Filed 2026-10-28
Alchemi Wealth, LLC
INCREASED
Shares14,627 from 14,319
Change+308 (+2%)
Value$669.9K (+$24.5K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares14,369 from 9,862
Change+4,507 (+46%)
Value$658.1K (+$213.6K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares14,230 from 14,583
Change-353 (-2%)
Value$651.7K (-$5.6K)
Filed 2026-10-28
Meridian Wealth Management, LLC
NEW
Shares13,725
Change+13,725
Value$628.6K
Filed 2026-11-05
Maia Wealth LLC
DECREASED
Shares13,010 from 15,965
Change-2,955 (-19%)
Value$595.8K (-$123.7K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares12,275 from 17,727
Change-5,452 (-31%)
Value$562.2K (-$236.8K)
Filed 2026-11-05
ProCore Advisors, LLC
INCREASED
Shares11,762 from 10,765
Change+997 (+9%)
Value$538.7K (+$53.5K)
Filed 2026-10-14
MMA Asset Management LLC
INCREASED
Shares11,576 from 10,704
Change+872 (+8%)
Value$530.2K (+$47.7K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares10,787 from 10,787
Change0 (0%)
Value$486.2K ($0)
Filed 2026-11-06
BigSur Wealth Management LLC
DECREASED
Shares10,412 from 10,670
Change-258 (-2%)
Value$478.8K (-$4.7K)
Filed 2026-10-13
Next Level Wealth Planning, LLC
INCREASED
Shares10,280 from 10,253
Change+27 (+0%)
Value$470.8K (+$8.7K)
Filed 2026-10-29
Planning Strategies Inc.
INCREASED
Shares10,278 from 10,195
Change+83 (+1%)
Value$470.7K (+$11.2K)
Filed 2026-10-02
Atria Investments, Inc
INCREASED
Shares10,244 from 7,460
Change+2,784 (+37%)
Value$469.2K (+$132.9K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares10,244 from 7,581
Change+2,663 (+35%)
Value$469.2K (+$127.5K)
Filed 2026-10-08
Millennium Capital Advisors, LLC
INCREASED
Shares9,547 from 9,239
Change+308 (+3%)
Value$437.3K (+$20.8K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares8,998 from 9,983
Change-985 (-10%)
Value$412.1K (-$37.8K)
Filed 2026-10-23
Cap Partners, LLC
DECREASED
Shares8,852 from 8,900
Change-48 (-1%)
Value$405.4K (+$4.3K)
Filed 2026-10-19
TrueWealth Advisors, LLC
INCREASED
Shares8,760 from 8,578
Change+182 (+2%)
Value$401.2K (+$14.6K)
Filed 2026-10-09
Purus Wealth Management, LLC
INCREASED
Shares8,518 from 6,149
Change+2,369 (+39%)
Value$390.1K (+$113.0K)
Filed 2026-10-15
Lighthouse Financial LLC
NEW
Shares7,690
Change+7,690
Value$352.2K
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares7,508 from 7,414
Change+94 (+1%)
Value$343.9K (+$10.2K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares7,299 from 7,377
Change-78 (-1%)
Value$335.7K (+$1.4K)
Filed 2026-11-05
Sound Income Strategies, LLC
DECREASED
Shares6,930 from 8,023
Change-1,093 (-14%)
Value$322.3K (-$39.3K)
Filed 2026-10-09
Financial Management Network Inc
UNCHANGED
Shares6,719 from 6,719
Change0 (0%)
Value$310.6K (+$6.9K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares6,424 from 5,464
Change+960 (+18%)
Value$295.2K (+$47.6K)
Filed 2026-11-03
Tactive Advisors, LLC
NEW
Shares5,662
Change+5,662
Value$259.3K
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares5,500 from 5,000
Change+500 (+10%)
Value$251.9K (+$26.5K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares5,498 from 5,179
Change+319 (+6%)
Value$251.8K (+$18.4K)
Filed 2026-10-16
QTR Family Wealth, LLC
DECREASED
Shares5,259 from 8,881
Change-3,622 (-41%)
Value$240.8K (-$159.4K)
Filed 2026-11-02
Southland Equity Partners LLC
DECREASED
Shares5,237 from 5,345
Change-108 (-2%)
Value$239.8K (-$1.0K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares5,208 from 5,447
Change-239 (-4%)
Value$238.5K (-$7.0K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares5,093 from 4,672
Change+421 (+9%)
Value$233.2K (+$22.7K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
NEW
Shares4,780
Change+4,780
Value$218.9K
Filed 2026-10-13
City Center Advisors, LLC
NEW
Shares4,721
Change+4,721
Value$216.2K
Filed 2026-10-08
Triumph Capital Management
DECREASED
Shares3,954 from 4,508
Change-554 (-12%)
Value$181.1K (-$22.1K)
Filed 2026-10-14
Compass Financial Management LLC
UNCHANGED
Shares3,596 from 3,596
Change0 (0%)
Value$164.7K (+$2.6K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares2,470 from 262
Change+2,208 (+843%)
Value$113.1K (+$101.3K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares1,798
Change+1,798
Value$82.4K
Filed 2026-10-09
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$45.8K (+$728)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$45.8K (+$728)
Filed 2026-10-16
Sunrise Financial Services, LLC
DECREASED
Shares944 from 1,012
Change-68 (-7%)
Value$43.2K (-$2.4K)
Filed 2026-10-21
Clearstead Advisors, LLC
NEW
Shares895
Change+895
Value$41.0K
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$37 (-$9.0K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$30.0K (+$476)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$25.2K (+$400)
Filed 2026-11-05
Valued Wealth Advisors LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$23.1K (+$335)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares323 from 105
Change+218 (+208%)
Value$14.8K (+$10.1K)
Filed 2026-10-13
Rossby Financial, LCC
NEW
Shares313
Change+313
Value$14.3K
Filed 2026-11-05
Realta Investment Advisors
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.7K (+$218)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares154
Change+154
Value$7.1K
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$458 (+$7)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 69,331
Change-69,331 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-21
Attessa Capital LLC
CLOSED
Shares0 from 11,583
Change-11,583 (-100%)
Value$0 (-$522.0K)
Filed 2026-10-09
Simplex Trading, LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 2,746,367
Change-2,746,367 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,618,686
Change-2,618,686 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,449,779
Change-1,449,779 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,073,470
Change-1,073,470 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 680,663
Change-680,663 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 562,152
Change-562,152 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 504,284
Change-504,284 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 496,010
Change-496,010 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 456,751
Change-456,751 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 371,287
Change-371,287 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 261,021
Change-261,021 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 258,897
Change-258,897 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 226,587
Change-226,587 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 186,206
Change-186,206 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 152,649
Change-152,649 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 150,899
Change-150,899 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 148,538
Change-148,538 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 129,983
Change-129,983 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 127,615
Change-127,615 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 107,611
Change-107,611 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 104,689
Change-104,689 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 101,196
Change-101,196 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 78,748
Change-78,748 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 78,099
Change-78,099 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 76,817
Change-76,817 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 76,296
Change-76,296 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 67,138
Change-67,138 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 65,419
Change-65,419 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 62,179
Change-62,179 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 59,022
Change-59,022 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 56,842
Change-56,842 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 54,016
Change-54,016 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 46,943
Change-46,943 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 44,803
Change-44,803 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 38,220
Change-38,220 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 37,804
Change-37,804 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 37,336
Change-37,336 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 37,199
Change-37,199 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 36,468
Change-36,468 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 33,962
Change-33,962 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 32,084
Change-32,084 (-100%)
Value—
Stephens Inc
N/A
Shares— from 28,605
Change-28,605 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 26,286
Change-26,286 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 25,800
Change-25,800 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 24,609
Change-24,609 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,584
Change-24,584 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 24,567
Change-24,567 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,901
Change-22,901 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,501
Change-22,501 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,953
Change-21,953 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 21,777
Change-21,777 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 19,734
Change-19,734 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,426
Change-19,426 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,841
Change-15,841 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,815
Change-14,815 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,243
Change-11,243 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 10,938
Change-10,938 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
&partners
N/A
Shares— from 9,419
Change-9,419 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 8,765
Change-8,765 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,406
Change-8,406 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,261
Change-8,261 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 598
Change-598 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 480
Change-480 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 445
Change-445 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,666,2633,460,154+206,109+6%$155.9M$167.9M+$12.0M2026-11-06
Advisory Resource Group
DECREASED984,037988,427-4,3900%$44.5M$45.1M+$518.5K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED666,031790,438-124,407-16%$35.6M$30.5K-$35.6M2026-11-02
Commonwealth Equity Services, LLC
INCREASED494,838483,013+11,825+2%$21.8M$22.7M+$893.2K2026-11-02
Stillwater Wealth Management Group
INCREASED183,706157,302+26,404+17%$7.1M$8.4M+$1.3M2026-10-21
Truist Financial Corp
INCREASED180,280171,733+8,547+5%$7.7M$8.3M+$516.5K2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED180,084210,389-30,305-14%$9.5M$8.2M-$1.2M2026-10-16
Independent Financial Group, LLC
INCREASED170,866147,036+23,830+16%$6.6M$7.8M+$1.2M2026-10-13
Kestra Advisory Services, LLC
DECREASED155,860164,456-8,596-5%$7.4M$7.2M-$244.6K2026-11-02
Prospera Financial Services Inc
DECREASED150,846350,355-199,509-57%$15.8M$6.8M-$9.0M2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED124,46895,738+28,730+30%$4.3M$5.7M+$1.4M2026-10-20
Fearless Solutions, LLC dba Best Invest
DECREASED107,626109,679-2,053-2%$4.9M$4.9M-$14.2K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED89,29579,367+9,928+13%$3.6M$4.2M+$508.6K2026-10-13
Southern Capital Services Inc
DECREASED88,11490,036-1,922-2%$4.1M$4.0M-$22.5K2026-10-19
Code Waechter LLC
DECREASED86,81886,848-300%$3.9M$4.0M+$61.8K2026-10-23
Lifestyle Asset Management, Inc.
INCREASED85,06769,389+15,678+23%$3.1M$3.9M+$768.5K2026-10-20
Channel Wealth LLC
DECREASED69,74273,022-3,280-4%$3.3M$3.2M-$97.0K2026-11-06
Capital Asset Advisory Services LLC
DECREASED69,36269,985-623-1%$3.2M$3.2M+$28.1K2026-10-30
Level Four Advisory Services, LLC
DECREASED68,22169,484-1,263-2%$3.1M$3.1M-$7.3K2026-11-06
Guardian Financial Partners, LLC
INCREASED66,83266,004+828+1%$3.0M$3.1M+$86.0K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED62,18462,229-450%$2.8M$2.8M+$43.3K2026-10-30
Spinnaker Investment Group, LLC
DECREASED58,36758,374-70%$2.6M$2.7M+$42.2K2026-10-13
Signature Equity Partners, LLC
INCREASED51,37724,180+27,197+112%$1.1M$2.4M+$1.3M2026-10-29
D.A. Davidson & Co.
INCREASED50,91136,004+14,907+41%$1.6M$2.3M+$708.9K2026-10-28
Anson Capital, Inc.
INCREASED50,05046,697+3,353+7%$2.1M$2.3M+$187.5K2026-10-23
Teamwork Financial Advisors, LLC
INCREASED49,19442,801+6,393+15%$1.9M$2.3M+$323.9K2026-10-19
Sigma Planning Corp
DECREASED46,02946,463-434-1%$2.1M$2.1M+$13.9K2026-10-23
BNB Wealth Management, LLC
INCREASED44,64042,886+1,754+4%$1.9M$2.0M+$111.6K2026-10-28
BCS Wealth Management
INCREASED44,55241,442+3,110+8%$1.9M$2.0M+$172.6K2026-11-03
PFG Advisors
INCREASED42,70834,917+7,791+22%$1.6M$2.0M+$382.2K2026-10-16
International Assets Investment Management, LLC
INCREASED41,73440,517+1,217+3%$1.8M$1.9M+$75.7K2026-11-02
MGO One Seven LLC
INCREASED40,60835,226+5,382+15%$1.6M$1.9M+$272.1K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED40,00439,647+357+1%$1.8M$1.8M+$45.2K2026-11-06
Chicago Partners Investment Group LLC
DECREASED39,89341,095-1,202-3%$1.8M$1.8M-$27.4K2026-10-27
Private Wealth Partners, LLC
UNCHANGED36,95036,95000%$1.7M$1.7M+$26.9K2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED36,10035,900+200+1%$1.6M$1.7M+$33.1K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED35,24738,829-3,582-9%$1.8M$1.6M-$135.8K2026-11-05
MY Wealth Management Inc.
DECREASED33,30333,553-250-1%$1.5M$1.5M+$13.0K2026-10-21
Nations Financial Group Inc,
INCREASED29,25528,315+940+3%$1.3M$1.3M+$63.7K2026-11-05
Farther Finance Advisors, LLC
INCREASED27,82427,766+58+0%$1.3M$1.3M+$22.8K2026-10-08
Blueprint Investment Partners LLC
INCREASED26,13121,112+5,019+24%$951.5K$1.2M+$245.2K2026-10-28
Blueprint Financial Advisors LLC
INCREASED26,13121,112+5,019+24%$951.5K$1.2M+$245.2K2026-10-28
Focused Alpha, LLC
DECREASED26,05726,734-677-3%$1.2M$1.2M-$11.6K2026-10-20
Autumn Glory Partners, LLC
UNCHANGED25,81225,81200%$1.2M$1.2M+$18.8K2026-10-26
Clay Northam Wealth Management, LLC
DECREASED24,35625,256-900-4%$1.1M$1.1M-$22.8K2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED24,06919,126+4,943+26%$862.0K$1.1M+$240.3K2026-10-14
Integrity Alliance, Llc.
DECREASED23,43826,342-2,904-11%$1.2M$1.1M-$113.9K2026-10-29
Cooper Financial Group
DECREASED22,89263,538-40,646-64%$2.9M$1.0M-$1.8M2026-10-07
Money Concepts Capital Corp
INCREASED22,31314,793+7,520+51%$666.7K$1.0M+$355.1K2026-11-06
Cora Capital Advisors LLC
INCREASED20,67120,208+463+2%$910.8K$946.7K+$35.9K2026-11-02
Citigroup Inc
DECREASED20,43721,306-869-4%$960.3K$936.0K-$24.3K2026-11-04
Beacon Financial Advisory LLC
DECREASED19,98220,898-916-4%$941.9K$915.1K-$26.8K2026-10-16
Redmond Asset Management, LLC
DECREASED19,59828,018-8,420-30%$1.3M$897.5K-$365.2K2026-10-27
Brookstone Capital Management
INCREASED18,89716,396+2,501+15%$739.0K$865.4K+$126.5K2026-10-22
Optima Capital LLC
DECREASED17,04017,491-451-3%$791.4K$783.4K-$8.1K2026-10-29
Commerce Advisors, LLC
UNCHANGED16,91216,91200%$762.2K$774.6K+$12.3K2026-10-19
Oppenheimer & Co Inc
INCREASED15,71814,428+1,290+9%$650.3K$719.9K+$69.6K2026-10-26
HBW Advisory Services LLC
INCREASED15,39514,438+957+7%$650.7K$705.0K+$54.3K2026-10-15
Clear Creek Financial Management, LLC
DECREASED14,73014,790-600%$666.6K$674.6K+$8.0K2026-10-28
Alchemi Wealth, LLC
INCREASED14,62714,319+308+2%$645.4K$669.9K+$24.5K2026-11-04
Fifth Third Bancorp
INCREASED14,3699,862+4,507+46%$444.5K$658.1K+$213.6K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED14,23014,583-353-2%$657.3K$651.7K-$5.6K2026-10-28
Meridian Wealth Management, LLC
NEW13,725—+13,725——$628.6K—2026-11-05
Maia Wealth LLC
DECREASED13,01015,965-2,955-19%$719.5K$595.8K-$123.7K2026-10-19
Bank of New York Mellon Corp
DECREASED12,27517,727-5,452-31%$799.0K$562.2K-$236.8K2026-11-05
ProCore Advisors, LLC
INCREASED11,76210,765+997+9%$485.2K$538.7K+$53.5K2026-10-14
MMA Asset Management LLC
INCREASED11,57610,704+872+8%$482.4K$530.2K+$47.7K2026-11-02
Allworth Financial LP
UNCHANGED10,78710,78700%$486.2K$486.2K$02026-11-06
BigSur Wealth Management LLC
DECREASED10,41210,670-258-2%$483.6K$478.8K-$4.7K2026-10-13
Next Level Wealth Planning, LLC
INCREASED10,28010,253+27+0%$462.1K$470.8K+$8.7K2026-10-29
Planning Strategies Inc.
INCREASED10,27810,195+83+1%$459.5K$470.7K+$11.2K2026-10-02
Atria Investments, Inc
INCREASED10,2447,460+2,784+37%$336.2K$469.2K+$132.9K2026-10-15
First Heartland Consultants, Inc.
INCREASED10,2447,581+2,663+35%$341.7K$469.2K+$127.5K2026-10-08
Millennium Capital Advisors, LLC
INCREASED9,5479,239+308+3%$416.4K$437.3K+$20.8K2026-10-16
Apollon Wealth Management, LLC
DECREASED8,9989,983-985-10%$449.9K$412.1K-$37.8K2026-10-23
Cap Partners, LLC
DECREASED8,8528,900-48-1%$401.1K$405.4K+$4.3K2026-10-19
TrueWealth Advisors, LLC
INCREASED8,7608,578+182+2%$386.6K$401.2K+$14.6K2026-10-09
Purus Wealth Management, LLC
INCREASED8,5186,149+2,369+39%$277.1K$390.1K+$113.0K2026-10-15
Lighthouse Financial LLC
NEW7,690—+7,690——$352.2K—2026-10-23
RHL Group, LLC
INCREASED7,5087,414+94+1%$333.6K$343.9K+$10.2K2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED7,2997,377-78-1%$334.3K$335.7K+$1.4K2026-11-05
Sound Income Strategies, LLC
DECREASED6,9308,023-1,093-14%$361.6K$322.3K-$39.3K2026-10-09
Financial Management Network Inc
UNCHANGED6,7196,71900%$303.8K$310.6K+$6.9K2026-10-09
StoneX Group Inc.
INCREASED6,4245,464+960+18%$247.6K$295.2K+$47.6K2026-11-03
Tactive Advisors, LLC
NEW5,662—+5,662——$259.3K—2026-10-08
EverSource Wealth Advisors, LLC
INCREASED5,5005,000+500+10%$225.4K$251.9K+$26.5K2026-11-04
IFP Advisors, Inc
INCREASED5,4985,179+319+6%$233.4K$251.8K+$18.4K2026-10-16
QTR Family Wealth, LLC
DECREASED5,2598,881-3,622-41%$400.3K$240.8K-$159.4K2026-11-02
Southland Equity Partners LLC
DECREASED5,2375,345-108-2%$240.9K$239.8K-$1.0K2026-10-14
Private Trust Co NA
DECREASED5,2085,447-239-4%$245.5K$238.5K-$7.0K2026-10-20
Register Financial Advisors LLC
INCREASED5,0934,672+421+9%$210.6K$233.2K+$22.7K2026-10-23
Signal Advisors Wealth, LLC
NEW4,780—+4,780——$218.9K—2026-10-13
City Center Advisors, LLC
NEW4,721—+4,721——$216.2K—2026-10-08
Triumph Capital Management
DECREASED3,9544,508-554-12%$203.2K$181.1K-$22.1K2026-10-14
Compass Financial Management LLC
UNCHANGED3,5963,59600%$162.1K$164.7K+$2.6K2026-10-30
Key Capital Management, Inc
INCREASED2,470262+2,208+843%$11.8K$113.1K+$101.3K2026-11-03
GK Wealth Management LLC
NEW1,798—+1,798——$82.4K—2026-10-09
PNC Financial Services Group, Inc.
UNCHANGED1,0001,00000%$45.1K$45.8K+$7282026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,0001,00000%$45.1K$45.8K+$7282026-10-16
Sunrise Financial Services, LLC
DECREASED9441,012-68-7%$45.6K$43.2K-$2.4K2026-10-21
Clearstead Advisors, LLC
NEW895—+895——$41.0K—2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED80080000%$9.0K$37-$9.0K2026-11-04
Assetmark, Inc
UNCHANGED65465400%$29.5K$30.0K+$4762026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED55055000%$24.8K$25.2K+$4002026-11-05
Valued Wealth Advisors LLC
UNCHANGED50350300%$22.8K$23.1K+$3352026-11-05
Downshift Financial, LLC
INCREASED323105+218+208%$4.7K$14.8K+$10.1K2026-10-13
Rossby Financial, LCC
NEW313—+313——$14.3K—2026-11-05
Realta Investment Advisors
UNCHANGED30030000%$13.5K$13.7K+$2182026-10-14
Team Financial Group, LLC
NEW154—+154——$7.1K—2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$451$458+$72026-10-23
Axxcess Wealth Management, LLC
CLOSED069,331-69,331-100%$3.1M$0-$3.1M2026-10-21
Attessa Capital LLC
CLOSED011,583-11,583-100%$522.0K$0-$522.0K2026-10-09
Simplex Trading, LLC
CLOSED061-61-100%$2.7K$0-$2.7K2026-11-04
Bank of America Corp
N/A—2,746,367-2,746,367-100%$123.8M———
Morgan Stanley
N/A—2,618,686-2,618,686-100%$118.0M———
Raymond James Financial Inc
N/A—1,449,779-1,449,779-100%$65.3M———
Stratos Wealth Partners, Ltd.
N/A—1,073,470-1,073,470-100%$48.4M———
Royal Bank of Canada
N/A—680,663-680,663-100%$30.7M———
MML Investors Services, LLC
N/A—562,152-562,152-100%$25.3M———
Northwestern Mutual Wealth Management Co
N/A—504,284-504,284-100%$22.7M———
Wells Fargo & Company
N/A—496,010-496,010-100%$22.4M———
Osaic Holdings, Inc.
N/A—456,751-456,751-100%$20.6M———
Cetera Investment Advisers
N/A—371,287-371,287-100%$16.7M———
Envestnet Asset Management Inc
N/A—261,021-261,021-100%$11.8M———
Private Advisor Group, LLC
N/A—258,897-258,897-100%$11.7M———
Modern Wealth Management, LLC
N/A—226,587-226,587-100%$10.2M———
Ausdal Financial Partners, Inc.
N/A—186,206-186,206-100%$8.4M———
Gladstone Institutional Advisory LLC
N/A—152,649-152,649-100%$6.9M———
Janney Montgomery Scott LLC
N/A—150,899-150,899-100%$6.8M———
Steward Partners Investment Advisory, LLC
N/A—148,538-148,538-100%$6.7M———
Empire Financial Management Company, LLC
N/A—129,983-129,983-100%$5.9M———
BlackDiamond Wealth Management, LLC
N/A—127,615-127,615-100%$6.0M———
Cassady Wealth & Retirement Planning, LLC
N/A—107,611-107,611-100%$4.9M———
Safe Harbor Fiduciary, LLC
N/A—104,689-104,689-100%$4.7M———
Rockefeller Capital Management L.P.
N/A—101,196-101,196-100%$4.6M———
Harbour Investments, Inc.
N/A—78,748-78,748-100%$3.5M———
Benjamin Edwards Inc
N/A—78,099-78,099-100%$3.5M———
Foundations Investment Advisors, LLC
N/A—76,817-76,817-100%$3.5M———
Stifel Financial Corp
N/A—76,296-76,296-100%$3.4M———
NewEdge Advisors, LLC
N/A—67,138-67,138-100%$3.0M———
West Michigan Advisors, LLC
N/A—65,419-65,419-100%$2.9M———
Geneos Wealth Management Inc.
N/A—62,179-62,179-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—59,022-59,022-100%$2.7M———
Sanctuary Advisors, LLC
N/A—56,842-56,842-100%$2.6M———
Advisory Services Network, LLC
N/A—54,016-54,016-100%$2.4M———
Daybright Advisory Services, Inc.
N/A—46,943-46,943-100%$2.1M———
Tradition Wealth Management, LLC
N/A—44,803-44,803-100%$2.0M———
Founders Financial Alliance, LLC
N/A—38,220-38,220-100%$1.7M———
Dakota Wealth Management
N/A—37,804-37,804-100%$1.7M———
BlueStem Wealth Partners, LLC
N/A—37,336-37,336-100%$1.7M———
Ameritas Advisory Services, LLC
N/A—37,199-37,199-100%$1.7M———
Requisite Capital Management, LLC
N/A—36,468-36,468-100%$1.7M———
Tripletail Wealth Management, LLC
N/A—33,962-33,962-100%$1.5M———
Baird Financial Group, Inc.
N/A—32,084-32,084-100%$1.4M———
Stephens Inc
N/A—28,605-28,605-100%$1.3M———
Second Half Financial Partners, LLC
N/A—26,286-26,286-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—25,800-25,800-100%$1.2M———
Advyzon Investment Management, LLC
N/A—24,609-24,609-100%$1.1M———
Equitable Holdings, Inc.
N/A—24,584-24,584-100%$1.1M———
Anchor Investment Management, LLC
N/A—24,567-24,567-100%$1.1M———
HighTower Advisors, LLC
N/A—22,901-22,901-100%$1.0M———
Goldman Sachs Group Inc
N/A—22,501-22,501-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—21,953-21,953-100%$989.4K———
PSI Advisors, LLC
N/A—21,777-21,777-100%$981.5K———
BlackRock, Inc.
N/A—19,734-19,734-100%$889.4K———
Kovack Advisors, Inc.
N/A—19,426-19,426-100%$875.8K———
World Investment Advisors
N/A—15,841-15,841-100%$638.0K———
Qube Research & Technologies Ltd
N/A—15,480-15,480-100%$697.7K———
Old Mission Capital LLC
N/A—14,815-14,815-100%$667.7K———
Waverly Advisors, LLC
N/A—11,243-11,243-100%$506.7K———
Silver OAK Securities, Incorporated
N/A—11,128-11,128-100%$501.5K———
WNY Asset Management, LLC
N/A—10,938-10,938-100%$493.0K———
Arkadios Wealth Advisors
N/A—10,206-10,206-100%$460.0K———
Core Wealth Advisors, Inc.
N/A—9,938-9,938-100%$447.9K———
&partners
N/A—9,419-9,419-100%$424.5K———
Peak Asset Management, LLC
N/A—8,901-8,901-100%$401.2K———
Camarda Financial Advisors, LLC
N/A—8,765-8,765-100%$395.0K———
Gateway Wealth Partners, LLC
N/A—8,406-8,406-100%$378.8K———
OneDigital Investment Advisors LLC
N/A—8,261-8,261-100%$372.3K———
Proactive Wealth Strategies LLC
N/A—8,022-8,022-100%$361.5K———
Centaurus Financial, Inc.
N/A—7,048-7,048-100%$318.0K———
Vestmark Advisory Solutions, Inc.
N/A—6,377-6,377-100%$287.4K———
IFS Group,LLC
N/A—6,168-6,168-100%$278.0K———
Zacks Investment Management
N/A—6,026-6,026-100%$271.6K———
Pure Financial Advisors, LLC
N/A—5,974-5,974-100%$269.2K———
Jane Street Group, LLC
N/A—5,712-5,712-100%$257.4K———
Marshall Financial Group, LLC
N/A—5,436-5,436-100%$245.0K———
Principal Securities, Inc.
N/A—5,409-5,409-100%$243.8K———
Innovative Asset Advisors Group, LLC
N/A—5,135-5,135-100%$232.7K———
AE Wealth Management LLC
N/A—4,871-4,871-100%$219.5K———
Envestnet Portfolio Solutions, Inc.
N/A—4,816-4,816-100%$217.1K———
Calton & Associates, Inc.
N/A—4,759-4,759-100%$214.5K———
Advisory Alpha, LLC
N/A—4,693-4,693-100%$211.6K———
JPMorgan Chase & Co
N/A—4,244-4,244-100%$192.5K———
FMR LLC
N/A—3,824-3,824-100%$172.3K———
IFG Advisory, LLC
N/A—3,377-3,377-100%$152.2K———
Forum Finance Group S.A.
N/A—3,318-3,318-100%$121———
Ameriflex Group, Inc.
N/A—1,715-1,715-100%$77.3K———
Continuum Advisory, LLC
N/A—1,548-1,548-100%$69.8K———
Global Retirement Partners, LLC
N/A—1,120-1,120-100%$50.5K———
Allied Private Wealth LLC
N/A—1,005-1,005-100%$45.6K———
Arax Advisory Partners
N/A—598-598-100%$27.0K———
Highland Investment Advisors LLC
N/A—524-524-100%$23.6K———
Jones Financial Companies Lllp
N/A—480-480-100%$21.5K———
Aptus Capital Advisors, LLC
N/A—475-475-100%$21.4K———
Hollencrest Capital Management
N/A—445-445-100%$20.1K———
Nova Wealth Management, Inc.
N/A—235-235-100%$10.6K———
Showing 207 of 207 institutions