First Trust Growth Strength ETF(FTGS)

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First Trust Growth Strength ETF(FTGS)

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FTGS(FTGS)

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Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 209 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	5.75M	Mar 31, 26	+364.83K	16.66%
RAYMOND JAMES FINANCIAL INC	1.94M	Mar 31, 26	+221.68K	5.63%
Cetera Investment Advisers	1.49M	Mar 31, 26	+46.71K	4.32%
CWM, LLC	1.31M	Mar 31, 26	-1.01K	3.80%
MORGAN STANLEY	1.03M	Mar 31, 26	-22.37K	2.98%
ENVESTNET ASSET MANAGEMENT INC	993.25K	Mar 31, 26	-9.68K	2.88%
Cambridge Investment Research Advisors, Inc.	900.50K	Mar 31, 26	-224.86K	2.61%
ADVISOR GROUP HOLDINGS, INC.	693.31K	Mar 31, 26	-55.13K	2.01%
Mach-1 Financial Group, LLC	546.69K	Mar 31, 26	+53.40K	1.59%
ROYAL BANK OF CANADA	514.09K	Mar 31, 26	+73.36K	1.49%
ODonnell Financial Services, LLC	502.31K	Mar 31, 26	+7.11K	1.46%
Independent Advisor Alliance	471.26K	Mar 31, 26	+10.98K	1.37%
Hobart Private Capital, LLC	403.59K	Mar 31, 26	-61.47K	1.17%
ASSETMARK, INC	397.46K	Mar 31, 26	+43.30K	1.15%
WELLS FARGO & COMPANY/MN	380.08K	Mar 31, 26	-44.02K	1.10%
PARK NATIONAL CORP /OH/	367.34K	Mar 31, 26	+5.89K	1.07%
D.A. DAVIDSON & CO.	350.18K	Mar 31, 26	-4.42K	1.02%
COMMONWEALTH EQUITY SERVICES, LLC	339.97K	Mar 31, 26	-201.15K	0.99%
KPP Advisory Services LLC	317.30K	Mar 31, 26	+8.45K	0.92%
Private Advisor Group, LLC	316.03K	Mar 31, 26	-11.12K	0.92%
Integrated Wealth Concepts LLC	268.89K	Mar 31, 26	-111.84K	0.78%
VestGen Advisors, LLC	257.31K	Mar 31, 26	-1.87K	0.75%
NewEdge Advisors, LLC	251.18K	Mar 31, 26	+24.43K	0.73%
STIFEL FINANCIAL CORP	245.86K	Mar 31, 26	-510.52K	0.71%
Janney Montgomery Scott LLC	242.13K	Mar 31, 26	+55	0.70%
Kestra Advisory Services, LLC	230.80K	Mar 31, 26	-315.72K	0.67%
Centennial Wealth Advisory LLC	216.77K	Mar 31, 26	+91.93K	0.63%
BENJAMIN EDWARDS INC	196.36K	Mar 31, 26	+22.18K	0.57%
Baird Financial Group, Inc.	190.28K	Mar 31, 26	+13.53K	0.55%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	182.60K	Mar 31, 26	+182.60K	0.53%
Gateway Wealth Partners, LLC	168.52K	Mar 31, 26	+91.30K	0.49%
Snowden Capital Advisors LLC	163.23K	Mar 31, 26	+47.02K	0.47%
HARBOUR INVESTMENTS, INC.	161.19K	Mar 31, 26	+18.01K	0.47%
Prospera Financial Services Inc	160.27K	Mar 31, 26	-250.29K	0.46%
Key Client Fiduciary Advisors, LLC	143.48K	Mar 31, 26	+2.55K	0.42%
RiverTree Advisors, LLC	142.91K	Mar 31, 26	-1.34K	0.41%
PCG Wealth Advisors, LLC	131.25K	Mar 31, 26	-5.90K	0.38%
FLOW TRADERS U.S. LLC	116.04K	Mar 31, 26	+116.04K	0.34%
Proactive Wealth Strategies LLC	113.81K	Mar 31, 26	+55.12K	0.33%
MML INVESTORS SERVICES, LLC	106.33K	Mar 31, 26	-40.22K	0.31%
IFP Advisors, Inc	102.22K	Mar 31, 26	+11.32K	0.30%
Vise Technologies, Inc.	100.89K	Mar 31, 26	--	0.29%
Bank of New York Mellon Corp	100.28K	Mar 31, 26	+6.73K	0.29%
AE Wealth Management LLC	96.12K	Mar 31, 26	+6.03K	0.28%
Sigma Planning Corp	86.92K	Mar 31, 26	+834	0.25%
INDEPENDENT FINANCIAL GROUP, LLC	84.44K	Mar 31, 26	+2.86K	0.24%
LVZ, Inc.	84.11K	Mar 31, 26	-23.80K	0.24%
Comprehensive Financial Consultants Institutional, Inc.	79.82K	Mar 31, 26	+1.36K	0.23%
IAMS WEALTH MANAGEMENT, LLC	79.00K	Mar 31, 26	-2.20K	0.23%
Atria Investments, Inc	78.83K	Mar 31, 26	+1.37K	0.23%
Moors & Cabot, Inc.	77.95K	Mar 31, 26	+2.86K	0.23%
Golden State Wealth Management, LLC	67.17K	Mar 31, 26	+5.61K	0.19%
Sanctuary Advisors, LLC	65.06K	Mar 31, 26	+931	0.19%
Brinker Capital Investments, LLC	64.52K	Mar 31, 26	+5.42K	0.19%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	62.38K	Mar 31, 26	-647	0.18%
CITADEL ADVISORS LLC	60.90K	Mar 31, 26	+36.33K	0.18%
Belpointe Asset Management LLC	56.90K	Mar 31, 26	+1.41K	0.17%
OneAscent Financial Services LLC	55.72K	Mar 31, 26	+912	0.16%
Dynamic Advisor Solutions LLC	55.09K	Mar 31, 26	+5.77K	0.16%
Equitable Holdings, Inc.	53.81K	Mar 31, 26	-8.92K	0.16%
HBW Advisory Services LLC	50.79K	Mar 31, 26	+2.73K	0.15%
NewEdge Wealth, LLC	50.61K	Mar 31, 26	-43	0.15%
PARK AVENUE SECURITIES LLC	50.30K	Mar 31, 26	+2.06K	0.15%
ABLE Financial Group, LLC	45.34K	Mar 31, 26	-1.17K	0.13%
JANE STREET GROUP, LLC	45.02K	Mar 31, 26	+22.84K	0.13%
Betterment LLC	44.59K	Mar 31, 26	+5.25K	0.13%
Pinnacle Family Advisors, LLC	40.58K	Mar 31, 26	+607	0.12%
Kapstone Financial Advisors LLC	39.59K	Mar 31, 26	-1.63K	0.11%
Stratos Wealth Partners, LTD.	39.53K	Mar 31, 26	+7.61K	0.11%
Altus Wealth Group LLC	39.52K	Mar 31, 26	-4.86K	0.11%
Maia Wealth LLC	39.00K	Mar 31, 26	-1.40K	0.11%
Western Wealth Management, LLC	38.51K	Mar 31, 26	-1.13K	0.11%
Steward Partners Investment Advisory, LLC	38.19K	Mar 31, 26	-3.33K	0.11%
FSB PREMIER WEALTH MANAGEMENT, INC.	37.74K	Mar 31, 26	+455	0.11%
WEST MICHIGAN ADVISORS, LLC	37.00K	Mar 31, 26	-38.04K	0.11%
Atlas Wealth LLC	36.76K	Mar 31, 26	-1.07K	0.11%
Concurrent Investment Advisors, LLC	36.29K	Mar 31, 26	+2.07K	0.11%
TRUIST FINANCIAL CORP	35.12K	Mar 31, 26	+3.80K	0.10%
Kingsview Wealth Management, LLC	31.10K	Mar 31, 26	-29.50K	0.09%
RFG Advisory, LLC	29.17K	Mar 31, 26	+4.65K	0.08%
CoreCap Advisors, LLC	28.11K	Mar 31, 26	-2.44K	0.08%
Morey & Quinn Wealth Partners, LLC	28.07K	Mar 31, 26	+1.90K	0.08%
Wealth Watch Advisors, INC	27.66K	Mar 31, 26	-5.49K	0.08%
NOVEM GROUP	25.62K	Mar 31, 26	+25.62K	0.07%
Foundations Investment Advisors, LLC	25.45K	Mar 31, 26	-243	0.07%
GREAT VALLEY ADVISOR GROUP, INC.	23.55K	Mar 31, 26	+2.10K	0.07%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	23.31K	Mar 31, 26	-1.06K	0.07%
Geneos Wealth Management Inc.	22.48K	Mar 31, 26	+544	0.07%
MGO ONE SEVEN LLC	21.56K	Mar 31, 26	+13.85K	0.06%
GOLDMAN SACHS GROUP INC	20.51K	Mar 31, 26	+20.51K	0.06%
CALTON & ASSOCIATES, INC.	20.45K	Mar 31, 26	-328	0.06%
DHJJ Financial Advisors, Ltd.	20.24K	Mar 31, 26	-2.73K	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	20.08K	Mar 31, 26	+1.74K	0.06%
Envestnet Portfolio Solutions, Inc.	19.49K	Mar 31, 26	+1.26K	0.06%
BlueChip Wealth Advisors LLC	18.95K	Mar 31, 26	+2.75K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	18.90K	Mar 31, 26	-26.06K	0.05%
CLG LLC	17.04K	Mar 31, 26	-666	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.53K	Mar 31, 26	+16.53K	0.05%
MAGNOLIA CAPITAL ADVISORS LLC	15.68K	Mar 31, 26	+490	0.05%
Impact Partnership Wealth, LLC	15.27K	Mar 31, 26	-907	0.04%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	13.52K	Mar 31, 26	+901	0.04%
BEAM WEALTH ADVISORS, INC.	13.34K	Mar 31, 26	-136	0.04%
Purus Wealth Management, LLC	13.32K	Mar 31, 26	-82	0.04%
WEDBUSH SECURITIES INC	13.29K	Mar 31, 26	+6.13K	0.04%
Traction Financial Partners, LLC	13.24K	Mar 31, 26	-3.04K	0.04%
Harvest Investment Services, LLC	12.92K	Mar 31, 26	+1.69K	0.04%
LaSalle St. Investment Advisors, LLC	12.71K	Mar 31, 26	--	0.04%
Merit Financial Group, LLC	12.37K	Mar 31, 26	-3.32K	0.04%
Mariner, LLC	12.07K	Mar 31, 26	+134	0.04%
Asset Allocation Strategies LLC	11.99K	Mar 31, 26	-3.00K	0.03%
Arkadios Wealth Advisors	11.90K	Mar 31, 26	-2.49K	0.03%
PRINCIPAL SECURITIES, INC.	11.40K	Mar 31, 26	+1.22K	0.03%
OPPENHEIMER & CO INC	11.20K	Mar 31, 26	--	0.03%
Summit Financial, LLC	10.73K	Mar 31, 26	-3.73K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.65K	Mar 31, 26	-164.41K	0.03%
Apollon Wealth Management, LLC	9.88K	Mar 31, 26	-327	0.03%
GeoWealth Management, LLC	9.61K	Mar 31, 26	-1.35K	0.03%
PRIVATE CLIENT SERVICES, LLC	8.96K	Mar 31, 26	-2.29K	0.03%
Core Wealth Partners LLC	8.89K	Mar 31, 26	+232	0.03%
Ignite Planners, LLC	8.81K	Mar 31, 26	+8.81K	0.03%
Capital Analysts, LLC	8.78K	Mar 31, 26	+8.78K	0.03%
Petix & Botte Co	8.63K	Mar 31, 26	--	0.03%
SILVER OAK SECURITIES, INCORPORATED	8.47K	Mar 31, 26	+2.04K	0.02%
Creative Planning	8.45K	Mar 31, 26	+8.45K	0.02%
Rossby Financial, LCC	8.42K	Mar 31, 26	+2.36K	0.02%
SMITH, MOORE & CO.	8.30K	Mar 31, 26	+189	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.20K	Mar 31, 26	-1.68K	0.02%
Patriot Financial Group Insurance Agency, LLC	8.16K	Mar 31, 26	+8.16K	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	8.12K	Mar 31, 26	-216	0.02%
PFG Advisors	7.79K	Mar 31, 26	-1.31K	0.02%
Pensionmark Financial Group, LLC	7.53K	Mar 31, 26	+145	0.02%
FMR LLC	7.46K	Mar 31, 26	+3.61K	0.02%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	6.79K	Mar 31, 26	-709	0.02%
DAYMARK WEALTH PARTNERS, LLC	6.12K	Mar 31, 26	-297	0.02%
Ashton Thomas Private Wealth, LLC	6.11K	Mar 31, 26	+427	0.02%
tru Independence LLC	6.01K	Mar 31, 26	--	0.02%
ALBION FINANCIAL GROUP /UT	5.74K	Mar 31, 26	--	0.02%
BlackRock, Inc.	5.61K	Mar 31, 26	+5.61K	0.02%
Legacy Wealth Managment, LLC/ID	3.59K	Mar 31, 26	-73.14K	0.01%
Synergy Investment Management, LLC	3.05K	Mar 31, 26	+3.05K	0.01%
FIFTH THIRD BANCORP	2.35K	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	2.32K	Mar 31, 26	-735	0.01%
REAP Financial Group, LLC	2.31K	Mar 31, 26	-524	0.01%
Pinnacle Bancorp, Inc.	2.09K	Mar 31, 26	--	0.01%
SRS Capital Advisors, Inc.	2.08K	Mar 31, 26	--	0.01%
AMERIFLEX GROUP, INC.	1.93K	Mar 31, 26	+769	0.01%
JONES FINANCIAL COMPANIES LLLP	1.87K	Mar 31, 26	+1.87K	0.01%
CULLEN/FROST BANKERS, INC.	1.78K	Mar 31, 26	+741	0.01%
N.E.W. Advisory Services LLC	1.53K	Mar 31, 26	-1.53K	0.00%
Farther Finance Advisors, LLC	1.47K	Mar 31, 26	-24.49K	0.00%
Capital Investment Advisory Services, LLC	1.05K	Mar 31, 26	+162	0.00%
Smartleaf Asset Management LLC	1.03K	Mar 31, 26	-79	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.03K	Mar 31, 26	+220	0.00%
SALEM INVESTMENT COUNSELORS INC	1.02K	Mar 31, 26	+1.02K	0.00%
Spire Wealth Management	825	Mar 31, 26	+825	0.00%
ROTHSCHILD INVESTMENT LLC	800	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	767	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	750	Mar 31, 26	+750	0.00%
PRIVATE TRUST CO NA	611	Mar 31, 26	-572	0.00%
VSM Wealth Advisory, LLC	503	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	500	Mar 31, 26	-2.24K	0.00%
POM Investment Strategies, LLC	424	Mar 31, 26	+424	0.00%
AMERICAN NATIONAL BANK	363	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	301	Mar 31, 26	-39	0.00%
Founders Financial Alliance, LLC	255	Mar 31, 26	+255	0.00%
CVA Family Office, LLC	155	Mar 31, 26	+155	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	135	Mar 31, 26	+135	0.00%
Wagner Wealth Management, LLC	135	Mar 31, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	117	Mar 31, 26	+117	0.00%
WealthShield Partners, LLC	30	Mar 31, 26	+30	0.00%
JPMORGAN CHASE & CO	24	Mar 31, 26	-862	0.00%
LAKE STREET FINANCIAL LLC	--	Mar 31, 26	-6.27K	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-9.03K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-10.25K	--
RETIREMENT GUYS FORMULA LLC	--	Mar 31, 26	-6.33K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-85	--
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	--	Mar 31, 26	-69.26K	--
DAVENPORT & Co LLC	--	Mar 31, 26	-5.92K	--
WPG Advisers, LLC	--	Mar 31, 26	-14.47K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-35.90K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-66	--
IFG Advisory, LLC	--	Mar 31, 26	-43.44K	--
StoneX Group Inc.	--	Mar 31, 26	-28.95K	--
Perigon Wealth Management, LLC	--	Mar 31, 26	-7.51K	--
Global Retirement Partners, LLC	20.40K	Dec 31, 25	+1.11K	0.06%
TUCKER ASSET MANAGEMENT LLC	6.90K	Dec 31, 25	-1.06K	0.02%
ORG Partners LLC	1.00K	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	815	Dec 31, 25	-16.26K	0.00%
CIBC Private Wealth Group, LLC	407	Dec 31, 25	--	0.00%
EWG Elevate Inc.	172.25K	Sep 30, 25	-4.41K	0.50%
SYNOVUS FINANCIAL CORP	61.32K	Sep 30, 25	+1.34K	0.18%
Good Life Advisors, LLC	207.81K	Jun 30, 25	+20.10K	0.60%
AVANTAX ADVISORY SERVICES, INC.	196.64K	Jun 30, 25	+25.34K	0.57%
Legacy Investment Solutions, LLC	41.60K	Jun 30, 25	+41.60K	0.12%
Atria Wealth Solutions, Inc.	9.28K	Jun 30, 25	-52.33K	0.03%
Clarity Capital Partners LLC	9.23K	Jun 30, 25	-2.14K	0.03%
Orion Portfolio Solutions, LLC	5.44K	Mar 31, 25	-107.91K	0.02%
TAP Consulting, LLC	81.50K	Dec 31, 24	+100	0.24%
WINTRUST INVESTMENTS LLC	727	Dec 31, 24	+80	0.00%
Sugarloaf Wealth Management, LLC	389	Dec 31, 24	+389	0.00%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-10.06K	--
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-115.15K	--
Raymond James Financial Services Advisors, Inc.	505.38K	Sep 30, 24	+156.00K	1.47%
Sweet Financial Partners, LLC	311.26K	Sep 30, 24	-2.36K	0.90%
RAYMOND JAMES & ASSOCIATES	309.49K	Sep 30, 24	+111.50K	0.90%
BENJAMIN F. EDWARDS & COMPANY, INC.	22.01K	Jun 30, 24	+12.11K	0.06%
ICA Group Wealth Management, LLC	13.05K	Jun 30, 24	+1.67K	0.04%
Cetera Advisor Networks LLC	87.44K	Mar 31, 24	+87.44K	0.25%
Cetera Advisors LLC	36.58K	Mar 31, 24	+36.58K	0.11%

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Holder

Date

Change

% Held

LPL Financial LLC

5.75M

Mar 31, 26

+364.83K

16.66%

RAYMOND JAMES FINANCIAL INC

1.94M

Mar 31, 26

+221.68K

5.63%

Cetera Investment Advisers

1.49M

Mar 31, 26

+46.71K

4.32%

CWM, LLC

1.31M

Mar 31, 26

-1.01K

3.80%

MORGAN STANLEY

1.03M

Mar 31, 26

-22.37K

2.98%

ENVESTNET ASSET MANAGEMENT INC

993.25K

Mar 31, 26

-9.68K

2.88%

Cambridge Investment Research Advisors, Inc.

900.50K

Mar 31, 26

-224.86K

2.61%

ADVISOR GROUP HOLDINGS, INC.

693.31K

Mar 31, 26

-55.13K

2.01%

Mach-1 Financial Group, LLC

546.69K

Mar 31, 26

+53.40K

1.59%

ROYAL BANK OF CANADA

514.09K

Mar 31, 26

+73.36K

1.49%

ODonnell Financial Services, LLC

502.31K

Mar 31, 26

+7.11K

1.46%

Independent Advisor Alliance

471.26K

Mar 31, 26

+10.98K

1.37%

Hobart Private Capital, LLC

403.59K

Mar 31, 26

-61.47K

1.17%

ASSETMARK, INC

397.46K

Mar 31, 26

+43.30K

1.15%

WELLS FARGO & COMPANY/MN

380.08K

Mar 31, 26

-44.02K

1.10%

PARK NATIONAL CORP /OH/

367.34K

Mar 31, 26

+5.89K

1.07%

D.A. DAVIDSON & CO.

350.18K

Mar 31, 26

-4.42K

1.02%

COMMONWEALTH EQUITY SERVICES, LLC

339.97K

Mar 31, 26

-201.15K

0.99%

KPP Advisory Services LLC

317.30K

Mar 31, 26

+8.45K

0.92%

Private Advisor Group, LLC

316.03K

Mar 31, 26

-11.12K

0.92%

Integrated Wealth Concepts LLC

268.89K

Mar 31, 26

-111.84K

0.78%

VestGen Advisors, LLC

257.31K

Mar 31, 26

-1.87K

0.75%

NewEdge Advisors, LLC

251.18K

Mar 31, 26

+24.43K

0.73%

STIFEL FINANCIAL CORP

245.86K

Mar 31, 26

-510.52K

0.71%

Janney Montgomery Scott LLC

242.13K

Mar 31, 26

+55

0.70%

Kestra Advisory Services, LLC

230.80K

Mar 31, 26

-315.72K

0.67%

Centennial Wealth Advisory LLC

216.77K

Mar 31, 26

+91.93K

0.63%

BENJAMIN EDWARDS INC

196.36K

Mar 31, 26

+22.18K

0.57%

Baird Financial Group, Inc.

190.28K

Mar 31, 26

+13.53K

0.55%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

182.60K

Mar 31, 26

+182.60K

0.53%

Gateway Wealth Partners, LLC

168.52K

Mar 31, 26

+91.30K

0.49%

Snowden Capital Advisors LLC

163.23K

Mar 31, 26

+47.02K

0.47%

HARBOUR INVESTMENTS, INC.

161.19K

Mar 31, 26

+18.01K

0.47%

Prospera Financial Services Inc

160.27K

Mar 31, 26

-250.29K

0.46%

Key Client Fiduciary Advisors, LLC

143.48K

Mar 31, 26

+2.55K

0.42%

RiverTree Advisors, LLC

142.91K

Mar 31, 26

-1.34K

0.41%

PCG Wealth Advisors, LLC

131.25K

Mar 31, 26

-5.90K

0.38%

FLOW TRADERS U.S. LLC

116.04K

Mar 31, 26

+116.04K

0.34%

Proactive Wealth Strategies LLC

113.81K

Mar 31, 26

+55.12K

0.33%

MML INVESTORS SERVICES, LLC

106.33K

Mar 31, 26

-40.22K

0.31%

IFP Advisors, Inc

102.22K

Mar 31, 26

+11.32K

0.30%

Vise Technologies, Inc.

100.89K

Mar 31, 26

0.29%

Bank of New York Mellon Corp

100.28K

Mar 31, 26

+6.73K

0.29%

AE Wealth Management LLC

96.12K

Mar 31, 26

+6.03K

0.28%

Sigma Planning Corp

86.92K

Mar 31, 26

+834

0.25%

INDEPENDENT FINANCIAL GROUP, LLC

84.44K

Mar 31, 26

+2.86K

0.24%

LVZ, Inc.

84.11K

Mar 31, 26

-23.80K

0.24%

Comprehensive Financial Consultants Institutional, Inc.

79.82K

Mar 31, 26

+1.36K

0.23%

IAMS WEALTH MANAGEMENT, LLC

79.00K

Mar 31, 26

-2.20K

0.23%

Atria Investments, Inc

78.83K

Mar 31, 26

+1.37K

0.23%

Moors & Cabot, Inc.

77.95K

Mar 31, 26

+2.86K

0.23%

Golden State Wealth Management, LLC

67.17K

Mar 31, 26

+5.61K

0.19%

Sanctuary Advisors, LLC

65.06K

Mar 31, 26

+931

0.19%

Brinker Capital Investments, LLC

64.52K

Mar 31, 26

+5.42K

0.19%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

62.38K

Mar 31, 26

-647

0.18%

CITADEL ADVISORS LLC

60.90K

Mar 31, 26

+36.33K

0.18%

Belpointe Asset Management LLC

56.90K

Mar 31, 26

+1.41K

0.17%

OneAscent Financial Services LLC

55.72K

Mar 31, 26

+912

0.16%

Dynamic Advisor Solutions LLC

55.09K

Mar 31, 26

+5.77K

0.16%

Equitable Holdings, Inc.

53.81K

Mar 31, 26

-8.92K

0.16%

HBW Advisory Services LLC

50.79K

Mar 31, 26

+2.73K

0.15%

NewEdge Wealth, LLC

50.61K

Mar 31, 26

-43

0.15%

PARK AVENUE SECURITIES LLC

50.30K

Mar 31, 26

+2.06K

0.15%

ABLE Financial Group, LLC

45.34K

Mar 31, 26

-1.17K

0.13%

JANE STREET GROUP, LLC

45.02K

Mar 31, 26

+22.84K

0.13%

Betterment LLC

44.59K

Mar 31, 26

+5.25K

0.13%

Pinnacle Family Advisors, LLC

40.58K

Mar 31, 26

+607

0.12%

Kapstone Financial Advisors LLC

39.59K

Mar 31, 26

-1.63K

0.11%

Stratos Wealth Partners, LTD.

39.53K

Mar 31, 26

+7.61K

0.11%

Altus Wealth Group LLC

39.52K

Mar 31, 26

-4.86K

0.11%

Maia Wealth LLC

39.00K

Mar 31, 26

-1.40K

0.11%

Western Wealth Management, LLC

38.51K

Mar 31, 26

-1.13K

0.11%

Steward Partners Investment Advisory, LLC

38.19K

Mar 31, 26

-3.33K

0.11%

FSB PREMIER WEALTH MANAGEMENT, INC.

37.74K

Mar 31, 26

+455

0.11%

WEST MICHIGAN ADVISORS, LLC

37.00K

Mar 31, 26

-38.04K

0.11%

Atlas Wealth LLC

36.76K

Mar 31, 26

-1.07K

0.11%

Concurrent Investment Advisors, LLC

36.29K

Mar 31, 26

+2.07K

0.11%

TRUIST FINANCIAL CORP

35.12K

Mar 31, 26

+3.80K

0.10%

Kingsview Wealth Management, LLC

31.10K

Mar 31, 26

-29.50K

0.09%

RFG Advisory, LLC

29.17K

Mar 31, 26

+4.65K

0.08%

CoreCap Advisors, LLC

28.11K

Mar 31, 26

-2.44K

0.08%

Morey & Quinn Wealth Partners, LLC

28.07K

Mar 31, 26

+1.90K

0.08%

Wealth Watch Advisors, INC

27.66K

Mar 31, 26

-5.49K

0.08%

NOVEM GROUP

25.62K

Mar 31, 26

+25.62K

0.07%

Foundations Investment Advisors, LLC

25.45K

Mar 31, 26

-243

0.07%

GREAT VALLEY ADVISOR GROUP, INC.

23.55K

Mar 31, 26

+2.10K

0.07%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

23.31K

Mar 31, 26

-1.06K

0.07%

Geneos Wealth Management Inc.

22.48K

Mar 31, 26

+544

0.07%

MGO ONE SEVEN LLC

21.56K

Mar 31, 26

+13.85K

0.06%

GOLDMAN SACHS GROUP INC

20.51K

Mar 31, 26

+20.51K

0.06%

CALTON & ASSOCIATES, INC.

20.45K

Mar 31, 26

-328

0.06%

DHJJ Financial Advisors, Ltd.

20.24K

Mar 31, 26

-2.73K

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

20.08K

Mar 31, 26

+1.74K

0.06%

Envestnet Portfolio Solutions, Inc.

19.49K

Mar 31, 26

+1.26K

0.06%

BlueChip Wealth Advisors LLC

18.95K

Mar 31, 26

+2.75K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

18.90K

Mar 31, 26

-26.06K

0.05%

CLG LLC

17.04K

Mar 31, 26

-666

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.53K

Mar 31, 26

+16.53K

0.05%

MAGNOLIA CAPITAL ADVISORS LLC

15.68K

Mar 31, 26

+490

0.05%

Impact Partnership Wealth, LLC

15.27K

Mar 31, 26

-907

0.04%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

13.52K

Mar 31, 26

+901

0.04%

BEAM WEALTH ADVISORS, INC.

13.34K

Mar 31, 26

-136

0.04%

Purus Wealth Management, LLC

13.32K

Mar 31, 26

-82

0.04%

WEDBUSH SECURITIES INC

13.29K

Mar 31, 26

+6.13K

0.04%

Traction Financial Partners, LLC

13.24K

Mar 31, 26

-3.04K

0.04%

Harvest Investment Services, LLC

12.92K

Mar 31, 26

+1.69K

0.04%

LaSalle St. Investment Advisors, LLC

12.71K

Mar 31, 26

0.04%

Merit Financial Group, LLC

12.37K

Mar 31, 26

-3.32K

0.04%

Mariner, LLC

12.07K

Mar 31, 26

+134

0.04%

Asset Allocation Strategies LLC

11.99K

Mar 31, 26

-3.00K

0.03%

Arkadios Wealth Advisors

11.90K

Mar 31, 26

-2.49K

0.03%

PRINCIPAL SECURITIES, INC.

11.40K

Mar 31, 26

+1.22K

0.03%

OPPENHEIMER & CO INC

11.20K

Mar 31, 26

0.03%

Summit Financial, LLC

10.73K

Mar 31, 26

-3.73K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.65K

Mar 31, 26

-164.41K

0.03%

Apollon Wealth Management, LLC

9.88K

Mar 31, 26

-327

0.03%

GeoWealth Management, LLC

9.61K

Mar 31, 26

-1.35K

0.03%

PRIVATE CLIENT SERVICES, LLC

8.96K

Mar 31, 26

-2.29K

0.03%

Core Wealth Partners LLC

8.89K

Mar 31, 26

+232

0.03%

Ignite Planners, LLC

8.81K

Mar 31, 26

+8.81K

0.03%

Capital Analysts, LLC

8.78K

Mar 31, 26

+8.78K

0.03%

Petix & Botte Co

8.63K

Mar 31, 26

0.03%

SILVER OAK SECURITIES, INCORPORATED

8.47K

Mar 31, 26

+2.04K

0.02%

Creative Planning

8.45K

Mar 31, 26

+8.45K

0.02%

Rossby Financial, LCC

8.42K

Mar 31, 26

+2.36K

0.02%

SMITH, MOORE & CO.

8.30K

Mar 31, 26

+189

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.20K

Mar 31, 26

-1.68K

0.02%

Patriot Financial Group Insurance Agency, LLC

8.16K

Mar 31, 26

+8.16K

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

8.12K

Mar 31, 26

-216

0.02%

PFG Advisors

7.79K

Mar 31, 26

-1.31K

0.02%

Pensionmark Financial Group, LLC

7.53K

Mar 31, 26

+145

0.02%

FMR LLC

7.46K

Mar 31, 26

+3.61K

0.02%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

6.79K

Mar 31, 26

-709

0.02%

DAYMARK WEALTH PARTNERS, LLC

6.12K

Mar 31, 26

-297

0.02%

Ashton Thomas Private Wealth, LLC

6.11K

Mar 31, 26

+427

0.02%

tru Independence LLC

6.01K

Mar 31, 26

0.02%

ALBION FINANCIAL GROUP /UT

5.74K

Mar 31, 26

0.02%

BlackRock, Inc.

5.61K

Mar 31, 26

+5.61K

0.02%

Legacy Wealth Managment, LLC/ID

3.59K

Mar 31, 26

-73.14K

0.01%

Synergy Investment Management, LLC

3.05K

Mar 31, 26

+3.05K

0.01%

FIFTH THIRD BANCORP

2.35K

Mar 31, 26

0.01%

NBC SECURITIES, INC.

2.32K

Mar 31, 26

-735

0.01%

REAP Financial Group, LLC

2.31K

Mar 31, 26

-524

0.01%

Pinnacle Bancorp, Inc.

2.09K

Mar 31, 26

0.01%

SRS Capital Advisors, Inc.

2.08K

Mar 31, 26

0.01%

AMERIFLEX GROUP, INC.

1.93K

Mar 31, 26

+769

0.01%

JONES FINANCIAL COMPANIES LLLP

1.87K

Mar 31, 26

+1.87K

0.01%

CULLEN/FROST BANKERS, INC.

1.78K

Mar 31, 26

+741

0.01%

N.E.W. Advisory Services LLC

1.53K

Mar 31, 26

-1.53K

0.00%

Farther Finance Advisors, LLC

1.47K

Mar 31, 26

-24.49K

0.00%

Capital Investment Advisory Services, LLC

1.05K

Mar 31, 26

+162

0.00%

Smartleaf Asset Management LLC

1.03K

Mar 31, 26

-79

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.03K

Mar 31, 26

+220

0.00%

SALEM INVESTMENT COUNSELORS INC

1.02K

Mar 31, 26

+1.02K

0.00%

Spire Wealth Management

825

Mar 31, 26

+825

0.00%

ROTHSCHILD INVESTMENT LLC

800

Mar 31, 26

0.00%

Root Financial Partners, LLC

767

Mar 31, 26

0.00%

Advisory Services Network, LLC

750

Mar 31, 26

+750

0.00%

PRIVATE TRUST CO NA

611

Mar 31, 26

-572

0.00%

VSM Wealth Advisory, LLC

503

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

500

Mar 31, 26

-2.24K

0.00%

POM Investment Strategies, LLC

424

Mar 31, 26

+424

0.00%

AMERICAN NATIONAL BANK

363

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

301

Mar 31, 26

-39

0.00%

Founders Financial Alliance, LLC

255

Mar 31, 26

+255

0.00%

CVA Family Office, LLC

155

Mar 31, 26

+155

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

135

Mar 31, 26

+135

0.00%

Wagner Wealth Management, LLC

135

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

117

Mar 31, 26

+117

0.00%

WealthShield Partners, LLC

Mar 31, 26

+30

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

-862

0.00%

LAKE STREET FINANCIAL LLC

Mar 31, 26

-6.27K

FIRST TRUST ADVISORS LP

Mar 31, 26

-9.03K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-10.25K

RETIREMENT GUYS FORMULA LLC

Mar 31, 26

-6.33K

Lloyd Advisory Services, LLC.

Mar 31, 26

-85

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

Mar 31, 26

-69.26K

DAVENPORT & Co LLC

Mar 31, 26

-5.92K

WPG Advisers, LLC

Mar 31, 26

-14.47K

Coppell Advisory Solutions LLC

Mar 31, 26

-35.90K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-66

IFG Advisory, LLC

Mar 31, 26

-43.44K

StoneX Group Inc.

Mar 31, 26

-28.95K

Perigon Wealth Management, LLC

Mar 31, 26

-7.51K

Global Retirement Partners, LLC

20.40K

Dec 31, 25

+1.11K

0.06%

TUCKER ASSET MANAGEMENT LLC

6.90K

Dec 31, 25

-1.06K

0.02%

ORG Partners LLC

1.00K

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

815

Dec 31, 25

-16.26K

0.00%

CIBC Private Wealth Group, LLC

407

Dec 31, 25

0.00%

EWG Elevate Inc.

172.25K

Sep 30, 25

-4.41K

0.50%

SYNOVUS FINANCIAL CORP

61.32K

Sep 30, 25

+1.34K

0.18%

Good Life Advisors, LLC

207.81K

Jun 30, 25

+20.10K

0.60%

AVANTAX ADVISORY SERVICES, INC.

196.64K

Jun 30, 25

+25.34K

0.57%

Legacy Investment Solutions, LLC

41.60K

Jun 30, 25

+41.60K

0.12%

Atria Wealth Solutions, Inc.

9.28K

Jun 30, 25

-52.33K

0.03%

Clarity Capital Partners LLC

9.23K

Jun 30, 25

-2.14K

0.03%

Orion Portfolio Solutions, LLC

5.44K

Mar 31, 25

-107.91K

0.02%

TAP Consulting, LLC

81.50K

Dec 31, 24

+100

0.24%

WINTRUST INVESTMENTS LLC

727

Dec 31, 24

+80

0.00%

Sugarloaf Wealth Management, LLC

389

Dec 31, 24

+389

0.00%

SignalPoint Asset Management, LLC

Dec 31, 24

-10.06K

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-115.15K

Raymond James Financial Services Advisors, Inc.

505.38K

Sep 30, 24

+156.00K

1.47%

Sweet Financial Partners, LLC

311.26K

Sep 30, 24

-2.36K

0.90%

RAYMOND JAMES & ASSOCIATES

309.49K

Sep 30, 24

+111.50K

0.90%

BENJAMIN F. EDWARDS & COMPANY, INC.

22.01K

Jun 30, 24

+12.11K

0.06%

ICA Group Wealth Management, LLC

13.05K

Jun 30, 24

+1.67K

0.04%

Cetera Advisor Networks LLC

87.44K

Mar 31, 24

+87.44K

0.25%

Cetera Advisors LLC

36.58K

Mar 31, 24

+36.58K

0.11%