FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.860.16%
STOXX50E5,860.32-0.39%
XLF51.830.04%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV1.5
Feels35.3°C
Humidity59%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time5:34 PM
13F QoQ Ownership Changes

FSCO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 38 new · 77 added · 155 reduced · 38 exited

New Positions(38)

ManagerSharesΔ SharesValueΔ Value% Δ
Matisse Capital897,918+897,918$5.7M+$5.7M
Noble Wealth Management PBC549,419+549,419$3.6M+$3.6M
ABSOLUTE INVESTMENT ADVISERS, LLC313,946+313,946$2.0M+$2.0M
Closed-End Fund Advisors, Inc.274,422+274,422$1.7M+$1.7M
RIVERBRIDGE PARTNERS LLC210,844+210,844$1.3M+$1.3M
XTX Topco Ltd197,322+197,322$1.2M+$1.2M
PERRYMAN FINANCIAL ADVISORY INC /AD180,485+180,485$1.1M+$1.1M
Miller Global Investments, LLC177,586+177,586$1.1M+$1.1M
Diversified Enterprises, LLC131,965+131,965$831.4K+$831.4K
Quarry LP125,281+125,281$789.3K+$789.3K
IFP Advisors, Inc103,637+103,637$682.0K+$682.0K
Strong Retirement Solutions LLC105,245+105,245$663.0K+$663.0K
COFG Advisors, LLC68,499+68,499$431.5K+$431.5K
Impact Partnership Wealth, LLC62,933+62,933$396.5K+$396.5K
Allworth Financial LP59,327+59,327$373.8K+$373.8K
ROBINSON CAPITAL MANAGEMENT, LLC40,300+40,300$253.9K+$253.9K
Annex Advisory Services, LLC38,724+38,724$244.0K+$244.0K
NOMURA HOLDINGS INC37,660+37,660$237.3K+$237.3K
Dean, Jacobson Financial Services, LLC37,501+37,501$236.3K+$236.3K
Sanctuary Advisors, LLC31,873+31,873$200.8K+$200.8K
North Ground Capital27,334+27,334$172.2K+$172.2K
Balefire, LLC25,480+25,480$160.5K+$160.5K
TWO SIGMA SECURITIES, LLC23,576+23,576$148.5K+$148.5K
ASL Financial, LLC19,365+19,365$122.0K+$122.0K
EVOLVE PRIVATE WEALTH, LLC18,083+18,083$113.9K+$113.9K
Financially in Tune, LLC17,285+17,285$108.9K+$108.9K
Mission Hills Financial Advisory, LLC13,612+13,612$85.8K+$85.8K
Alpine Global Management, LLC13,250+13,250$83.5K+$83.5K
Madrid Wealth Management, LLC10,272+10,272$64.7K+$64.7K
Jessup Wealth Management, Inc7,966+7,966$50.2K+$50.2K
JONES FINANCIAL COMPANIES LLLP7,824+7,824$49.3K+$49.3K
Advocate Investing Services LLC6,813+6,813$42.9K+$42.9K
Strive Financial Group ,LLC3,616+3,616$22.8K+$22.8K
PNC Financial Services Group, Inc.3,132+3,132$19.7K+$19.7K
ABOUND FINANCIAL, LLC2,673+2,673$16.8K+$16.8K
BANK OF AMERICA CORP /DE/983+983$6.2K+$6.2K
Johnson Financial Group, Inc.500+500$3.1K+$3.1K
Tower Research Capital LLC (TRC)479+479$3.0K+$3.0K

Added To(77)

ManagerSharesΔ SharesValueΔ Value% Δ
Virtue Capital Management, LLC1,157,731+1,122,648$29.6M+$29.4M3200.0%
Thomas J. Herzfeld Advisors, Inc.1,899,781+936,272$12.0M+$5.3M97.2%
&PARTNERS516,757+500,625$3.3M+$3.1M3103.3%
MORGAN STANLEY1,647,077+569,982$10.4M+$2.9M52.9%
JANE STREET GROUP, LLC533,004+392,870$3.4M+$2.4M280.4%
STIFEL FINANCIAL CORP555,106+386,387$3.5M+$2.3M229.0%
RAYMOND JAMES FINANCIAL INC1,007,989+344,290$6.4M+$1.8M51.9%
Marex Group plc401,498+238,414$2.5M+$1.4M146.2%
ENVESTNET ASSET MANAGEMENT INC1,307,424+299,759$8.2M+$1.3M29.7%
Castleview Partners, LLC293,178+182,496$1.8M+$1.1M164.9%
SUMMIT WEALTH GROUP LLC / CO183,779+169,022$1.2M+$1.1M1145.4%
Ellis Investment Partners, LLC850,410+3,660$5.4M-$493.5K0.4%
Rockefeller Capital Management L.P.1,295,650+60,398$8.2M-$373.0K4.9%
Invesco Ltd.455,593+85,888$2.9M+$315.6K23.2%
Kovack Advisors, Inc.220,650+63,980$1.4M+$307.5K40.8%
CHOREO, LLC127,864+53,413$801.1K+$286.6K71.7%
Arax Advisory Partners78,674+42,436$495.6K+$245.2K117.1%
OPPENHEIMER & CO INC124,923+41,640$787.0K+$211.5K50.0%
Bank of New York Mellon Corp280,848+50,280$1.8M+$176.1K21.8%
Patriot Financial Group Insurance Agency, LLC358,852+7,879$2.3M-$164.5K2.2%
CERTIOR FINANCIAL GROUP, LLC289,753+1,965$1.8M-$163.2K0.7%
Baird Financial Group, Inc.125,947+31,819$793.5K+$143.0K33.8%
NewEdge Advisors, LLC27,870+22,348$175.6K+$137.4K404.7%
Apollon Wealth Management, LLC268,253+5,410$1.7M-$126.3K2.0%
VANCE WEALTH, LLC42,390+21,195$267.1K+$120.6K100.0%
Advisors Asset Management, Inc.757,235+83,831$4.8M+$117.4K12.4%
WEST MICHIGAN ADVISORS, LLC158,129+765$996.2K-$91.2K0.5%
Merit Financial Group, LLC183,301+3,412$1.2M-$88.2K1.9%
WCG Wealth Advisors LLC73,164+18,782$460.9K+$85.2K34.5%
World Investment Advisors31,703+13,180$199.7K+$71.7K71.2%
UBS Group AG164,427+24,165$1.0M+$66.7K17.2%
Wealthcare Advisory Partners LLC107,617+313$678.0K-$63.5K0.3%
Investmark Advisory Group LLC97,779+328$616.0K-$57.4K0.3%
Focus Partners Wealth61,319+7,924$425.7K+$56.7K14.8%
CREATIVE FINANCIAL DESIGNS INC /ADV147,452+4,828$928.9K-$56.6K3.4%
Bramshill Investments, LLC102,456+924$645.5K-$56.1K0.9%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,900+9,008$87.6K+$53.8K184.1%
Steward Partners Investment Advisory, LLC94,888+1,363$597.8K-$48.5K1.4%
Concorde Asset Management, LLC145,153+3,515$914.5K-$43.5K2.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP55,854+10,785$351.9K+$40.5K23.9%
Virtus Investment Advisers, LLC93,096+3,545$586.5K-$32.3K4.0%
Centerpoint Advisory Group62,079+2,198$391.1K-$22.7K3.7%
Cerity Partners LLC20,687+5,000$130.3K+$21.9K31.9%
LIBERTY SQUARE WEALTH PARTNERS LLC34,356+99$216.4K-$20.3K0.3%
Creative Planning139,529+15,225$879.0K+$20.1K12.2%
Larson Financial Group LLC8,172+3,450$51.5K+$18.9K73.1%
IHT Wealth Management, LLC140,967+15,119$888.1K+$18.5K12.0%
Farther Finance Advisors, LLC9,579+3,219$60.4K+$16.4K50.6%
Cornerstone Wealth Management, LLC339,767+32,085$2.1M+$14.5K10.4%
Stewardship Advisors, LLC25,906+220$163.2K-$14.3K0.8%
Jacobi Capital Management LLC29,546+610$186.1K-$13.8K2.1%
MFA Wealth Services25,510+299$160.7K-$13.5K1.2%
Maridea Wealth Management LLC74,940+1,581$472.1K-$12.0K2.1%
Beacon Pointe Advisors, LLC25,436+518$160.3K-$11.9K2.1%
CAHABA WEALTH MANAGEMENT, INC.28,578+896$180.0K-$11.2K3.2%
Capital CS Group, LLC27,625+860$174.0K-$10.9K3.2%
Andina Capital Management, LLC18,650+251$117.5K-$9.6K1.4%
Perennial Investment Advisors, LLC18,069+209$113.8K-$9.6K1.2%
MGO ONE SEVEN LLC17,146+160$108.0K-$9.4K0.9%
Valeo Financial Advisors, LLC15,191+146$95.7K-$8.3K1.0%
Lakeridge Wealth Management LLC15,095+237$95.1K-$7.6K1.6%
Cadence Wealth Management LLC18,093+563$114.0K-$7.1K3.2%
Cooper Financial Group10,546+8$66.4K-$6.4K0.1%
Freestate Advisors LLC13,188+275$83.1K-$6.1K2.1%
First Heartland Consultants, Inc.12,900+273$81.3K-$6.0K2.2%
Glen Eagle Advisors, LLC11,084+322$69.8K-$4.5K3.0%
VESTIA PERSONAL WEALTH ADVISORS16,626+517$106.9K-$4.4K3.2%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors38,217+2,764$240.8K-$4.2K7.8%
BENJAMIN EDWARDS INC14,328+730$90.3K-$3.7K5.4%
AdvisorNet Financial, Inc15,399+960$97.0K-$2.8K6.6%
Financial Management Professionals, Inc.3,480+109$21.9K-$1.4K3.2%
SIT INVESTMENT ASSOCIATES INC3,247,090+210,736$20.5K-$5246.9%
Kozak & Associates, Inc.1,690+35$10.9K+$3952.1%
Cannon Advisors, Inc.21,061+655$135.6K-$653.2%
Arete Wealth Advisors, LLC76,423+4,730$481-$146.6%
CX Institutional7,509+2,127$47+$1039.5%
CWM, LLC280,986+25,434$1.8K+$49.9%

Reduced(155)

ManagerSharesΔ SharesValueΔ Value% Δ
COMMONWEALTH EQUITY SERVICES, LLC6,988,246-1,371,111$44.0M+$44.0M-16.4%
Cetera Investment Advisers2,908,952-1,266,962$18.3M-$10.5M-30.3%
Orion Porfolio Solutions, LLC51,795-537,451$326.3K-$3.7M-91.2%
Geneos Wealth Management Inc.122,855-442,071$774.0K-$3.1M-78.3%
LPL Financial LLC2,546,344-66,565$16.0M-$2.0M-2.5%
VISTA FINANCE, LLC2,072,555-97,454$13.1M-$1.9M-4.5%
OSAIC HOLDINGS, INC.1,184,897-39,666$7.5M-$1.6M-3.2%
Royal Bank of Canada171,367-194,952$1.1M-$1.5M-53.2%
Modern Wealth Management, LLC181,609-176,447$1.1M-$1.4M-49.3%
Blackstone Inc.1,662,9450$10.5M-$1.0M0.0%
Summit Financial, LLC1,067,180-31,281$6.7M-$867.1K-2.8%
Visionary Wealth Advisors11,273-122,283$71.0K-$851.9K-91.5%
Prime Capital Investment Advisors, LLC425,950-68,363$2.7M-$732.2K-13.8%
Kestra Advisory Services, LLC456,284-63,096$2.9M-$714.3K-12.1%
Ausdal Financial Partners, Inc.202,130-79,338$1.3M-$671.5K-28.2%
Wagner Wealth Management, LLC394,266-60,449$2.5M-$658.2K-13.3%
Private Advisor Group, LLC177,202-70,227$1.1M-$593.4K-28.4%
GRIMES & COMPANY, INC.12,044-72,273$75.9K-$506.8K-85.7%
Stratos Wealth Partners, LTD.334,302-31,331$2.1M-$420.4K-8.6%
Integrated Wealth Concepts LLC81,840-49,756$515.6K-$393.7K-37.8%
McAdam, LLC89,768-48,385$565.5K-$389.1K-35.0%
HARBOUR INVESTMENTS, INC.423,953-16,210$2.7M-$370.6K-3.7%
PFG Investments, LLC93,879-42,892$591.4K-$353.6K-31.4%
GREAT VALLEY ADVISOR GROUP, INC.34,921-47,754$220.0K-$351.3K-57.8%
FIRST TRUST ADVISORS LP472,685-8,406$3.0M-$346.4K-1.7%
Mariner, LLC385,692-11,631$2.4M-$315.6K-2.9%
J.W. COLE ADVISORS, INC.120,427-25,591$758.7K-$250.3K-17.5%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC205,369-15,878$1.3M-$221.4K-7.2%
Mill Creek Capital Advisors, LLC21,423-28,610$135.0K-$210.8K-57.2%
Canal Capital Management, LLC23,825-27,120$164.6K-$199.7K-53.2%
Strategic Financial Partners, Ltd.79,652-20,990$501.8K-$193.6K-20.9%
Catalina Capital Group, LLC42,759-23,339$269.4K-$187.4K-35.3%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV17,220-25,001$108.5K-$183.3K-59.2%
Arkadios Wealth Advisors109,838-12,964$692.0K-$156.6K-10.6%
Signal Advisors Wealth, LLC107,510-12,060$677.3K-$148.9K-10.1%
Concurrent Investment Advisors, LLC72,137-14,354$454.5K-$143.2K-16.6%
Strategic Blueprint, LLC67,273-14,772$423.8K-$143.1K-18.0%
WealthPlan Investment Management, LLC95,585-12,128$602.2K-$142.1K-11.3%
Foundations Investment Advisors, LLC29,954-17,398$188.7K-$138.5K-36.7%
Harvest Investment Services, LLC74,395-13,309$468.7K-$137.3K-15.2%
FLAGSHIP HARBOR ADVISORS, LLC4,000-18,121$25.2K-$127.7K-81.9%
Sentinus, LLC66,749-12,085$420.5K-$124.2K-15.3%
Worth Asset Management, LLC13,760-16,365$86.7K-$121.5K-54.3%
NWF Advisory Services Inc.10,369-15,000$58.8K-$116.5K-59.1%
INTEGRITY ALLIANCE, LLC.19,875-13,576$125.2K-$105.9K-40.6%
HighTower Advisors, LLC43,004-11,311$270.9K-$104.4K-20.8%
Fiduciary Alliance LLC15,083-13,388$95.0K-$101.7K-47.0%
Trivium Point Advisory, LLC145,518-1,253$916.8K-$97.4K-0.8%
Inscription Capital, LLC123,912-3,094$780.6K-$97.0K-2.4%
Bleakley Financial Group, LLC47,088-9,121$296.7K-$91.7K-16.2%
Allen Capital Group, LLC127,630-1,658$804.1K-$89.3K-1.3%
AMERIFLEX GROUP, INC.11,560-11,560$72.8K-$86.9K-50.0%
Sequoia Financial Advisors, LLC67,473-6,096$425.1K-$83.3K-8.3%
RFG Advisory, LLC122,655-1,070$772.7K-$82.2K-0.9%
IFG Advisory, LLC67,160-5,500$423.1K-$79.0K-7.6%
Perigon Wealth Management, LLC18,555-9,176$116.9K-$74.7K-33.1%
Kathmere Capital Management, LLC120,0870$756.5K-$73.3K0.0%
Moors & Cabot, Inc.34,179-6,390$215.3K-$65.0K-15.8%
Financial Partners Group, Inc11,870-7,608$72.0K-$62.5K-39.0%
AXXCESS WEALTH MANAGEMENT, LLC23,668-6,870$149.1K-$61.9K-22.5%
MERCER GLOBAL ADVISORS INC /ADV78,279-1,807$493.2K-$60.2K-2.3%
Capital Asset Advisory Services LLC23,668-6,870$151.9K-$59.1K-22.5%
WPG Advisers, LLC2,604-8,289$16.4K-$58.9K-76.1%
KINGSWOOD WEALTH ADVISORS, LLC52,039-3,660$327.8K-$57.0K-6.6%
CAPTRUST FINANCIAL ADVISORS87,983-51$554.3K-$54.0K-0.1%
NFP Retirement, Inc.49,9370$314.6K-$47.9K0.0%
Apeiron RIA LLC69,726-1,499$418.0K-$47.5K-2.1%
Koshinski Asset Management, Inc.16,988-4,758$107.0K-$43.2K-21.9%
Huntleigh Advisors, Inc.67,3690$424.4K-$41.1K0.0%
DENVER WEALTH MANAGEMENT, INC.21,297-3,995$134.2K-$40.6K-15.8%
CoreCap Advisors, LLC10,565-4,912$66.6K-$40.4K-31.7%
Prospera Financial Services Inc61,396-386$386.8K-$40.1K-0.6%
Smallwood Wealth Investment Management, LLC65,7200$414.0K-$40.1K0.0%
Independent Wealth Network Inc.50,704-1,205$319.4K-$39.3K-2.3%
CHANNEL WEALTH LLC42,666-1,852$268.8K-$38.8K-4.2%
Golden State Wealth Management, LLC56,759-560$357.6K-$38.5K-1.0%
Valley Financial Group, Inc.16,284-4,078$102.6K-$38.1K-20.0%
Steele Capital Management, Inc.60,0000$378.0K-$36.6K0.0%
Presidio Capital Management, LLC23,543-3,177$148.3K-$36.3K-11.9%
Csenge Advisory Group55,217-121$347.9K-$34.5K-0.2%
WELLS FARGO & COMPANY/MN709-4,788$4.5K-$33.5K-87.1%
Brookstone Capital Management23,060-2,798$145.3K-$33.4K-10.8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50,234-356$316.5K-$33.1K-0.7%
Gen-Wealth Partners Inc15,821-3,279$99.7K-$32.3K-17.2%
Allegiance Financial Group Advisory Services LLC50,8400$320.3K-$31.0K0.0%
Atlas Private Wealth Advisors21,343-2,503$134.5K-$30.3K-10.5%
ADAMSBROWN WEALTH CONSULTANTS LLC12,456-3,202$78.5K-$29.7K-20.4%
PANORAMIC INVESTMENT ADVISORS, LLC23,963-2,179$151.0K-$29.7K-8.3%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC45,6500$287.6K-$27.8K0.0%
AE Wealth Management LLC25,941-1,352$163.4K-$25.2K-5.0%
Foundry Financial Group, Inc.38,0620$239.8K-$23.2K0.0%
Anfield Capital Management, LLC37,9560$239.1K-$23.2K0.0%
Inspire Advisors, LLC37,6570$237.2K-$23.0K0.0%
Heritage Family Offices, LLP31,972-454$201.4K-$22.6K-1.4%
Strategic Advocates LLC33,1170$206.7K-$22.2K0.0%
WealthPLAN Partners, LLC36,0320$227.0K-$22.0K0.0%
Quartz Partners, LLC12,388-2,072$78.0K-$21.9K-14.3%
ORG Partners LLC34,8410$219.5K-$21.3K0.0%
Western Wealth Management, LLC21,184-1,174$133.5K-$21.0K-5.3%
BOS Asset Management, LLC33,5370$211.3K-$20.5K0.0%
Dunhill Financial, LLC30,2880$190.8K-$18.5K0.0%
Clark Asset Management, LLC29,9740$188.8K-$18.3K0.0%
Legacy Capital Wealth Partners, LLC28,8000$181.4K-$17.6K0.0%
Van Hulzen Asset Management, LLC28,7100$180.9K-$17.5K0.0%
Intrua Financial, LLC27,1300$170.9K-$16.5K0.0%
Global Assets Advisory, LLC26,6500$167.9K-$16.3K0.0%
KEYBANK NATIONAL ASSOCIATION/OH26,3630$166.1K-$16.1K0.0%
OxenFree Capital LLC18,7100$117.9K-$14.4K0.0%
Oregon Pacific Wealth Management, LLC23,0600$145.3K-$14.1K0.0%
GPS Wealth Strategies Group, LLC16,097-555$101.4K-$13.7K-3.3%
Carnegie Lake Advisors LLC21,6630$136.5K-$13.2K0.0%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC20,9640$132.1K-$12.8K0.0%
Divergent Planning, LLC10,146-884$64.4K-$12.6K-8.0%
TRUIST FINANCIAL CORP20,0820$126.5K-$12.3K0.0%
BankPlus Wealth Management LLC20,0000$126.0K-$12.2K0.0%
PATTON ALBERTSON MILLER GROUP, LLC19,1490$120.6K-$11.7K0.0%
WEALTHEDGE INVESTMENT ADVISORS, LLC19,0290$119.9K-$11.6K0.0%
Venture Visionary Partners LLC18,7710$118.3K-$11.5K0.0%
Marshall Financial Group, LLC10,217-736$64.4K-$11.3K-6.7%
Symmetry Partners, LLC16,0030$100.8K-$9.8K0.0%
Integrity Advisory Solutions, LLC15,9980$100.8K-$9.8K0.0%
CWS Financial Advisors, LLC15,2010$95.8K-$9.3K0.0%
BLB&B Advisors, LLC15,2000$95.8K-$9.3K0.0%
US BANCORP \DE\15,1500$95.4K-$9.2K0.0%
Avidian Wealth Enterprises, LLC15,0750$95.0K-$9.2K0.0%
GERBER, LLC14,0770$88.7K-$8.6K0.0%
Compass Ion Advisors, LLC12,8060$80.7K-$7.8K0.0%
BridgePort Financial Solutions, LLC12,2370$77.1K-$7.5K0.0%
Tyche Wealth Partners LLC12,0960$76.2K-$7.4K0.0%
Second Line Capital, LLC11,4730$72.3K-$7.0K0.0%
Aptus Capital Advisors, LLC11,4730$72.3K-$7.0K0.0%
Curran Financial Partners, LLC11,1120$70.0K-$6.8K0.0%
Consolidated Planning Corp10,5460$66.4K-$6.4K0.0%
Sunbelt Securities, Inc.10,0000$63.0K-$6.1K0.0%
Rosenberg Matthew Hamilton8,8590$55.8K-$5.4K0.0%
Cambridge Investment Research Advisors, Inc.4,241,218-335,316$26.7K-$4.9K-7.3%
EverSource Wealth Advisors, LLC7,7730$49.0K-$4.7K0.0%
Global Retirement Partners, LLC7,0540$44.4K-$4.3K0.0%
JPMORGAN CHASE & CO6,7020$42.2K-$4.1K0.0%
Spire Wealth Management5,6700$35.7K-$3.5K0.0%
Millstone Evans Group, LLC5,4720$34.5K-$3.3K0.0%
Russell Investments Group, Ltd.1,507-249$9.5K-$2.6K-14.2%
Clearstead Advisors, LLC3,9870$25.1K-$2.4K0.0%
Townsend & Associates, Inc14,9990$97.2K+$1.1K0.0%
Darwin Wealth Management, LLC1,6570$10.4K-$1.0K0.0%
Sound Income Strategies, LLC1,5810$10.3K-$9640.0%
Moisand Fitzgerald Tamayo, LLC1,0630$6.7K-$6490.0%
REAP Financial Group, LLC1,0630$6.7K-$6480.0%
Chung Wu Investment Group, LLC9000$5.7K-$5490.0%
EXCHANGE TRADED CONCEPTS, LLC12-35$76-$249-74.5%
Concord Wealth Partners2370$1.5K-$1450.0%
WEDBUSH SECURITIES INC42,9390$271-$260.0%
CENTAURUS FINANCIAL, INC.16,235-2,169$102-$25-11.8%
PARK AVENUE SECURITIES LLC17,4700$110-$110.0%
Raleigh Capital Management Inc.00$3$0

Sold Out(38)

ManagerSharesΔ SharesValueΔ Value% Δ
Bensler, LLC0-556,188$0-$3.8M
Delta Investment Management, LLC0-474,501$0-$3.3M
Quadrature Capital Ltd0-316,147$0-$2.2M
Gilbert & Cook, Inc.0-313,587$0-$2.2M
Newbridge Financial Services Group, Inc.0-222,280$0-$1.5M
Consolidated Portfolio Review Corp0-91,193$0-$630.1K
Compound Planning, Inc.0-86,607$0-$598.5K
AlphaStar Capital Management, LLC0-71,050$0-$491.0K
Kercheville Advisors, LLC0-47,698$0-$329.6K
LexAurum Advisors, LLC0-34,652$0-$239.4K
Binnacle Investments Inc0-33,132$0-$228.9K
STOCK YARDS BANK & TRUST CO0-30,576$0-$211.3K
Integrity Investment Advisors, LLC0-29,448$0-$203.5K
Bare Financial Services, Inc0-29,398$0-$203.1K
Crossmark Global Holdings, Inc.0-22,081$0-$159.4K
Rossby Financial, LCC0-22,325$0-$152.9K
Ironwood Financial, llc0-19,259$0-$133.1K
WESBANCO BANK INC0-19,000$0-$131.3K
A&I FINANCIAL SERVICES, LLC0-18,807$0-$128.8K
PRECEDENT WEALTH PARTNERS, LLC0-18,363$0-$126.9K
Advisory Alpha, LLC0-18,849$0-$125.9K
Ergawealth Advisors, Inc.0-17,245$0-$119.2K
Mach-1 Financial Group, LLC0-15,998$0-$110.5K
FULLCIRCLE WEALTH LLC0-17,109$0-$108.1K
Souders Financial Advisors0-15,617$0-$107.9K
Rehmann Capital Advisory Group0-14,237$0-$98.4K
SteelPeak Wealth, LLC0-12,745$0-$88.1K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors0-11,703$0-$85.0K
Keystone Financial Group0-11,138$0-$80.9K
Family Capital Management, Inc.0-11,401$0-$78.8K
Endowment Wealth Management, Inc.0-10,613$0-$73.3K
MATHER GROUP, LLC.0-5,489$0-$37.9K
OPTIMUM INVESTMENT ADVISORS0-2,200$0-$15.2K
Wealthspire Advisors, LLC0-2,060$0-$14.2K
HOLLENCREST CAPITAL MANAGEMENT0-1,644$0-$11.4K
PRINCIPAL SECURITIES, INC.0-1,432$0-$9.9K
LaSalle St. Investment Advisors, LLC0-62,125$0-$429
COMERICA BANK0-46$0-$318