First Trust Capital StrengthFTCSETF
13F holders, Q4 2025 (December 31)544holders +26
48new positions
43sold out
3famous investors
$92.73avg. 13F price*
At the end of Q4 2025, 544 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, up 26 from Q3 2025. 48 opened new positions and 43 sold out. The largest holders were LPL Financial LLC ($710.5M), Morgan Stanley ($519.8M) and Raymond James Financial Inc. ($416.9M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Capital Strength
- CUSIP
- 33733E104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $105.4M |
| Exits | 43 | $62.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,862,581 shares bought and 3,772,457 shares sold, net −1,909,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 544 holders
| LPL Financial LLC | 0.19% | Reduce -4.9% | 7,679,621 | $710.5M |
| Morgan Stanley | 0.03% | Reduce -2.8% | 5,619,073 | $519.8M |
| Raymond James Financial Inc. | 0.13% | Reduce -7.0% | 4,506,375 | $416.9M |
| Wells Fargo & Company | 0.05% | Reduce -5.5% | 2,896,284 | $267.9M |
| Bank of America Corp. | 0.01% | Reduce -3.4% | 1,616,813 | $149.6M |
| Cetera Investment Advisers | 0.15% | Reduce -6.3% | 1,527,682 | $141.3M |
| UBS Group AG | 0.03% | Add +0.8% | 1,420,141 | $131.4M |
| Osaic Holdings, Inc. | 0.17% | Reduce -5.7% | 1,264,645 | $117.1M |
| Royal Bank of Canada | 0.02% | Add +1.9% | 1,181,806 | $109.3M |
| Ameriprise Financial Inc. | 0.02% | Add +13.0% | 1,097,591 | $101.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.7% | 1,092,231 | $101.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -3.1% | 980,540 | $90.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -19.4% | 904,210 | $83.6M |
| Stifel Financial Corp. | 0.06% | Reduce -0.4% | 742,629 | $68.7M |
| Jones Financial Companies LLLP | 0.04% | Add +10.7% | 736,571 | $68.1M |
| Private Advisor Group, LLC | 0.28% | Reduce -11.3% | 647,556 | $59.9M |
| Truist Financial Corp. | 0.07% | Reduce -0.5% | 568,626 | $52.6M |
| Concurrent Investment Advisors, LLC | 0.50% | Add +3.3% | 470,218 | $43.5M |
| Silver Oak Securities, Incorporated | 2.70% | Reduce -2.1% | 428,828 | $40.0M |
| Janney Montgomery Scott LLC | 0.09% | Add +4.2% | 418,008 | $38.7M |
| Harbour Investments, Inc. | 0.75% | Reduce -32.3% | 401,259 | $37.1M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -0.7% | 384,075 | $35.5M |
| American Financial Advisors, LLC | 4.40% | Reduce -2.6% | 368,512 | $34.1M |
| Pollock Investment Advisors, LLC | 24.61% | Reduce -2.7% | 361,802 | $33.5M |
| Park National Corp. | 0.98% | Reduce -6.1% | 338,391 | $31.3M |
| NewEdge Advisors, LLC | 0.11% | Add +17.7% | 228,199 | $29.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -6.9% | 308,141 | $28.5M |
| Gratus Wealth Advisors, LLC | 3.94% | Add +0.5% | 307,493 | $28.4M |
| Archer Investment Corp | 6.33% | Reduce -6.0% | 303,036 | $28.0M |
| IFG Advisory, LLC | 1.13% | Reduce -17.3% | 279,311 | $25.8M |
| D.A. Davidson & Co. | 0.16% | Reduce -1.7% | 278,672 | $25.8M |
| Regal Investment Advisors LLC | 1.48% | Add +1.9% | 267,350 | $24.7M |
| MML Investors Services, LLC | 0.06% | Reduce -28.5% | 259,931 | $24.0M |
| Randall & Associates Wealth Management | 16.55% | Reduce -5.3% | 258,042 | $23.9M |
| Scarborough Advisors, LLC | 4.00% | Add +3.0% | 256,055 | $23.7M |
| HBK Sorce Advisory LLC | 0.50% | Reduce -1.0% | 220,594 | $21.9M |
| Baird Financial Group, Inc. | 0.03% | Reduce -11.7% | 227,192 | $21.0M |
| Mariner, LLC | 0.02% | Reduce -1.2% | 207,909 | $19.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +10.9% | 186,690 | $17.3M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +19.4% | 186,554 | $17.3M |
| Heck Capital Advisors, LLC | 1.28% | Reduce -16.5% | 185,891 | $17.2M |
| Evelyn Partners Investment Management (Europe) Ltd | 5.39% | New | 179,789 | $16.6M |
| tru Independence LLC | 4.14% | Add +8.3% | 177,567 | $16.4M |
| Walkner Condon Financial Advisors LLC | 2.26% | Add +30.9% | 175,919 | $16.3M |
| Investors Research Corp | 2.92% | Add +3.6% | 172,565 | $16.0M |
| Bank Hapoalim BM | 1.32% | New | 159,000 | $14.7M |
| Sargent Investment Group, LLC | 1.70% | Reduce -5.7% | 146,097 | $13.5M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -3.3% | 130,995 | $12.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.3% | 120,930 | $11.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.0% | 119,633 | $11.1M |
| Holistic Financial Partners | 3.86% | Reduce -2.4% | 114,921 | $10.6M |
| Western Wealth Management, LLC | 0.48% | Add +1.9% | 113,606 | $10.5M |
| Equitable Holdings, Inc. | 0.07% | Add +3.7% | 112,707 | $10.4M |
| Concentrum Wealth Management | 2.90% | Add +2.7% | 112,382 | $10.4M |
| Merit Financial Group, LLC | 0.08% | New | 112,162 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +6.7% | 111,445 | $10.3M |
| Virtus Wealth Solutions LLC | 1.95% | Reduce -1.1% | 111,103 | $10.3M |
| Arax Advisory Partners | 0.29% | New | 109,481 | $10.1M |
| Golden State Wealth Management, LLC | 1.05% | Reduce -2.3% | 107,690 | $10.0M |
| Prospera Financial Services Inc | 0.16% | Reduce -38.2% | 106,828 | $9.9M |
| Benjamin Edwards Inc. | 0.11% | Add +7.8% | 104,810 | $9.7M |
| Summit Wealth Group LLC / Co. | 1.26% | New | 102,919 | $9.5M |
| Great Valley Advisor Group, Inc. | 0.17% | Reduce -7.4% | 95,340 | $8.8M |
| Commonwealth Financial Services, LLC | 1.45% | Add +8.7% | 95,165 | $8.8M |
| Tudor Investment Corporation | 0.05% | New | 93,015 | $8.6M |
| Rothschild Wealth LLC | 0.82% | New | 91,936 | $8.5M |
| Triumph Capital Management | 1.80% | Reduce -1.1% | 90,062 | $8.3M |
| Kingswood Wealth Advisors, LLC | 0.40% | Add +2.7% | 89,642 | $8.3M |
| TD Capital Management LLC | 0.73% | Reduce -0.3% | 88,920 | $8.2M |
| Gateway Wealth Partners, LLC | 0.87% | Reduce -20.9% | 84,867 | $7.9M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -2.6% | 83,964 | $7.8M |
| Solano Wealth Investment Advisors LLC | 3.83% | Reduce -15.9% | 83,574 | $7.7M |
| Jump Financial, LLC | 0.10% | New | 83,138 | $7.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.0% | 82,265 | $7.6M |
| Southland Equity Partners LLC | 1.49% | Reduce -2.7% | 81,621 | $7.6M |
| Morey & Quinn Wealth Partners, LLC | 5.40% | Reduce -1.7% | 81,234 | $7.5M |
| RiverTree Advisors, LLC | 4.64% | Reduce -0.0% | 78,611 | $7.3M |
| Creative Planning | 0.01% | Add +3.2% | 77,250 | $7.1M |
| Assetmark, Inc. | 0.01% | Add +4.2% | 76,916 | $7.1M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -2.0% | 76,451 | $7.1M |
| Dagco, Inc. | 1.62% | Reduce -0.9% | 76,047 | $7.0M |
| PCG Wealth Advisors, LLC | 1.94% | Add +0.9% | 73,994 | $6.8M |
| Citadel Advisors | 0.00% | Add +56.9% | 72,813 | $6.7M |
| &partners | 0.03% | Add +1.2% | 71,948 | $6.6M |
| Stephens Inc. | 0.08% | Reduce -3.3% | 70,252 | $6.5M |
| Wedbush Securities Inc. | 0.18% | Add +17.3% | 67,616 | $6.3M |
| Plotkin Financial Advisors, LLC | 2.97% | Reduce -2.6% | 65,801 | $6.1M |
| Arkadios Wealth Advisors | 0.12% | Reduce -35.1% | 65,182 | $6.0M |
| Atlas Wealth LLC | 2.38% | Add +2.5% | 64,642 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -7.0% | 64,003 | $5.9M |
| Valmark Advisers, Inc. | 0.07% | Reduce -36.3% | 62,577 | $5.8M |
| Intellus Advisors LLC | 0.73% | Add +5.6% | 59,491 | $5.5M |
| Purus Wealth Management, LLC | 1.71% | Add +0.4% | 59,234 | $5.5M |
| Shelton Wealth Management, LLC | 2.35% | Reduce -0.7% | 58,318 | $5.4M |
| Claris Financial LLC | 2.86% | Reduce -0.8% | 58,164 | $5.4M |
| Bernardo Wealth Planning LLC | 1.02% | Reduce -0.6% | 58,063 | $5.4M |
| ABLE Financial Group, LLC | 1.08% | Add +0.0% | 57,580 | $5.3M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -3.9% | 56,274 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.1% | 54,876 | $5.2M |
| IHT Wealth Management, LLC | 0.12% | Reduce -2.3% | 55,484 | $5.1M |
| World Investment Advisors | 0.08% | Add +17.5% | 52,736 | $4.9M |
| KPP Advisory Services LLC | 0.69% | Add +10.4% | 51,515 | $4.8M |
| Independent Financial Group, LLC | 0.10% | Add +2.8% | 50,577 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -4.5% | 50,350 | $4.7M |
| MAI Capital Management | 0.03% | Reduce -5.6% | 49,987 | $4.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.14% | Add +5.9% | 49,776 | $4.6M |
| PFG Advisors | 0.22% | Reduce -44.0% | 49,710 | $4.6M |
| Tradition Wealth Management, LLC | 0.33% | Reduce -2.6% | 49,464 | $4.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +25.8% | 49,368 | $4.6M |
| AE Wealth Management LLC | 0.03% | Reduce -3.2% | 48,119 | $4.5M |
| Barrett & Company, Inc. | 1.48% | Reduce -0.8% | 47,965 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +0.8% | 48,419 | $4.4M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -2.1% | 47,878 | $4.4M |
| Y.D. More Investments Ltd | 0.21% | Reduce -9.8% | 47,369 | $4.4M |
| Dakota Wealth Management | 0.08% | New | 47,526 | $4.4M |
| Atria Investments, Inc | 0.05% | Reduce -0.1% | 47,117 | $4.4M |
| Forefront Wealth Partners, LLC | 2.06% | Add +8.4% | 47,055 | $4.4M |
| Roman Butler Fullerton & Co. | 1.09% | Reduce -0.5% | 43,264 | $4.2M |
| Citigroup Inc. | 0.00% | Add +4.0% | 43,981 | $4.1M |
| FSB Premier Wealth Management, Inc. | 1.28% | Add +1.2% | 43,538 | $4.0M |
| Avior Wealth Management, LLC | 0.12% | Reduce -11.1% | 42,311 | $3.9M |
| Waterfront Wealth Inc. | 0.73% | Add +1.1% | 39,987 | $3.8M |
| Lanark Financial, Inc. | 0.28% | Add +1.0% | 40,856 | $3.8M |
| Sigma Planning Corp | 0.10% | Reduce -9.7% | 40,796 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.5% | 40,680 | $3.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +70.5% | 40,487 | $3.7M |
| Ergawealth Advisors, Inc. | 1.71% | Reduce -67.0% | 40,140 | $3.7M |
| International Assets Investment Management, LLC | 0.25% | Add +4.0% | 40,040 | $3.7M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Add +0.0% | 39,329 | $3.6M |
| Northbridge Financial Group, LLC | 1.60% | — | 38,628 | $3.6M |
| Waterloo Capital, L.P. | 0.25% | Reduce -7.1% | 38,063 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +80.7% | 37,874 | $3.5M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -9.5% | 37,213 | $3.4M |
| Perennial Investment Advisors, LLC | 0.26% | Reduce -1.4% | 36,021 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -3.1% | 35,284 | $3.3M |
| Clear Creek Financial Management, LLC | 0.27% | Add +5.9% | 35,228 | $3.3M |
| Essex Financial Services, Inc. | 0.18% | Reduce -4.8% | 34,941 | $3.2M |
| Delos Wealth Advisors, LLC | 2.11% | Add +3.1% | 34,527 | $3.2M |
| FMR LLC | 0.00% | Add +2.1% | 34,383 | $3.2M |
| Axxcess Wealth Management, LLC | 0.06% | Add +120.7% | 34,332 | $3.2M |
| Daymark Wealth Partners, LLC | 0.10% | Reduce -30.5% | 34,150 | $3.2M |
| Foundations Investment Advisors, LLC | 0.04% | Add +3.8% | 34,053 | $3.2M |
| HighPoint Advisor Group LLC | 0.07% | New | 33,941 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.15% | Reduce -43.5% | 33,694 | $3.1M |
| Comerica Bank | 0.01% | Reduce -8.3% | 33,624 | $3.1M |
| StoneX Group Inc. | 0.13% | Add +3.4% | 33,085 | $3.1M |
| Paragon Private Wealth Management, LLC | 0.94% | Reduce -4.5% | 32,927 | $3.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 32,359 | $3.0M |
| Boyce & Associates Wealth Consulting, Inc. | 2.48% | Reduce -0.6% | 32,002 | $3.0M |
| Forge Financial Services LLC | 1.26% | Reduce -5.5% | 31,883 | $2.9M |
| Sun Financial Inc | 1.62% | — | 31,382 | $2.9M |
| Midwest Financial Network, LLC | 2.24% | Add +7.1% | 31,380 | $2.9M |
| IFP Advisors, Inc | 0.06% | Add +4.6% | 31,127 | $2.9M |
| Cwm, LLC | 0.01% | Add +2.5% | 31,092 | $2.9M |
| Hilton Head Capital Partners, LLC | 1.68% | — | 30,998 | $2.9M |
| Crux Wealth Advisors | 1.06% | Add +392.9% | 30,872 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +6.1% | 30,826 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 29,455 | $2.7M |
| Centerpoint Advisory Group | 2.08% | No change | 29,156 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -4.8% | 29,110 | $2.7M |
| Perissos Private Wealth Management, LLC | 2.32% | Reduce -8.3% | 29,085 | $2.7M |
| Crusonia Wealth Advisors LLC | 0.59% | — | 29,053 | $2.7M |
| Carlson Financial, Inc. | 1.54% | — | 28,714 | $2.7M |
| Capital Developers, LLC | 2.37% | — | 28,593 | $2.6M |
| Wetzel Investment Advisors, Inc. | 1.07% | Reduce -1.0% | 28,482 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -3.3% | 27,857 | $2.6M |
| 1776 Wealth LLC | 0.97% | Reduce -3.9% | 27,740 | $2.6M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Reduce -3.5% | 27,224 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -40.4% | 27,124 | $2.5M |
| Integrity Alliance, Llc. | 0.09% | Add +3.6% | 27,076 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.5% | 26,681 | $2.5M |
| Richmond Investment Services, LLC | 0.42% | Add +0.7% | 26,420 | $2.4M |
| Intrua Financial, LLC | 0.27% | Reduce -5.2% | 26,406 | $2.4M |
| IMG Wealth Management, Inc. | 1.48% | Reduce -65.8% | 25,210 | $2.3M |
| Summit Financial, LLC | 0.03% | Reduce -42.0% | 25,059 | $2.3M |
| Advisory Alpha, LLC | 0.06% | Reduce -6.9% | 24,893 | $2.3M |
| ORBA Wealth Advisors, L.L.C. | 2.00% | Reduce -12.6% | 24,884 | $2.3M |
| Marshall Investment Management, LLC | 1.13% | Reduce -4.5% | 24,397 | $2.3M |
| DHJJ Financial Advisors, Ltd. | 0.74% | Reduce -5.4% | 24,071 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 23,901 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -13.6% | 23,799 | $2.2M |
| Envision Financial LLC | 1.16% | Reduce -5.2% | 23,623 | $2.2M |
| Cozad Asset Management Inc. | 0.17% | Reduce -14.3% | 23,421 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +5.7% | 22,683 | $2.1M |
| Skyview Financial Group LLC | 2.14% | — | 22,427 | $2.1M |
| Truvestments Capital LLC | 0.37% | Reduce -10.7% | 22,058 | $2.0M |
| Quad-Cities Investment Group, LLC | 0.84% | Reduce -2.7% | 21,910 | $2.0M |
| RFG Advisory, LLC | 0.04% | Add +3.4% | 21,718 | $2.0M |
| Capital Analysts, LLC | 0.05% | Reduce -7.9% | 21,428 | $2.0M |
| Kapstone Financial Advisors LLC | 0.97% | Reduce -0.7% | 21,112 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Reduce -2.3% | 21,088 | $2.0M |
| Trueblood Wealth Management, LLC | 0.75% | Reduce -0.3% | 20,721 | $1.9M |
| Winebrenner Capital Management LLC | 1.25% | Reduce -3.1% | 20,343 | $1.9M |
| Fermata Advisors, LLC | 0.45% | Reduce -9.2% | 20,314 | $1.9M |
| Wisconsin Wealth Advisors, LLC | 1.84% | Add +0.5% | 20,243 | $1.9M |
| HFG Advisors, Inc. | 1.35% | Add +1.3% | 20,208 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +4.0% | 20,045 | $1.9M |
| ERn Financial, LLC | 0.35% | Add +1.1% | 19,961 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +32.0% | 19,838 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Reduce -11.5% | 19,760 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.9% | 19,664 | $1.8M |
| Strategy Asset Managers LLC | 0.30% | Add +10.8% | 19,636 | $1.8M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -7.6% | 19,609 | $1.8M |
| Cottonwood Capital Advisors, LLC | 1.29% | Add +0.0% | 19,514 | $1.8M |
| BIP Wealth, LLC | 0.06% | New | 19,336 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.5% | 19,296 | $1.8M |
| Darwin Wealth Management, LLC | 0.55% | Reduce -1.5% | 19,017 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Add +0.6% | 18,904 | $1.7M |
| WCG Wealth Advisors LLC | 0.05% | Add +85.4% | 18,837 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Reduce -50.5% | 18,482 | $1.7M |
| Plus Group Wealth Advisors LLC | 1.86% | — | 18,102 | $1.7M |
| ForthRight Wealth Management, LLC | 0.48% | Reduce -3.4% | 17,902 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.16% | Reduce -2.5% | 16,688 | $1.5M |
| Prosperity Financial Group, Inc. | 0.56% | Add +7.7% | 16,667 | $1.5M |
| Beacon Financial Group | 0.15% | No change | 16,650 | $1.5M |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -11.7% | 16,510 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +1.5% | 16,314 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -13.2% | 16,292 | $1.5M |
| Cambridge Advisors Inc. | 0.29% | Reduce -7.3% | 16,266 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.24% | Add +0.2% | 15,884 | $1.5M |
| PFG Investments, LLC | 0.07% | Add +12.2% | 15,866 | $1.5M |
| Global Assets Advisory, LLC | 0.41% | Reduce -1.5% | 15,538 | $1.4M |
| Iams Wealth Management, LLC | 0.52% | Reduce -4.6% | 15,469 | $1.4M |
| Sovran Advisors, LLC | 0.12% | Reduce -6.8% | 14,818 | $1.4M |
| Mgo One Seven LLC | 0.03% | Reduce -14.7% | 15,361 | $1.4M |
| Rehmann Capital Advisory Group | 0.07% | Add +0.4% | 15,244 | $1.4M |
| Beacon Financial Advisory LLC | 0.32% | Reduce -6.9% | 15,071 | $1.4M |
| Smith, Moore & Co. | 0.11% | Reduce -0.1% | 15,023 | $1.4M |
| US Bancorp \de | 0.00% | Add +5.1% | 14,972 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.30% | Reduce -0.9% | 14,953 | $1.4M |
| First PREMIER Bank | 0.32% | Reduce -2.3% | 14,867 | $1.4M |
| Natixis Advisors, LLC | 0.00% | New | 14,781 | $1.4M |
| Sequent Planning LLC | 0.34% | Reduce -15.0% | 14,630 | $1.4M |
| Private Trust Co. NA | 0.12% | Add +6.4% | 14,513 | $1.3M |
| Keystone Wealth Services, LLC | 0.28% | Reduce -0.6% | 14,478 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Reduce -11.1% | 14,410 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.48% | Reduce -2.5% | 14,295 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 13,947 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +43.9% | 13,845 | $1.3M |
| QTR Family Wealth, LLC | 0.56% | Reduce -3.4% | 12,969 | $1.3M |
| Arbor Capital Management Inc. | 1.06% | Add +4.8% | 13,478 | $1.3M |
| Peak Planning Group, LLC | 0.35% | Add +26.1% | 13,476 | $1.2M |
| DeDora Capital, Inc. | 0.29% | Reduce -15.1% | 13,232 | $1.2M |
| GAMMA Investing LLC | 0.06% | Add +17.7% | 13,077 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.51% | Reduce -1.5% | 12,943 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 12,800 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.2% | 12,647 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Add +0.5% | 12,587 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.33% | Reduce -19.0% | 11,539 | $1.1M |
| Titleist Asset Management, LLC | 0.09% | New | 12,282 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.23% | Reduce -1.9% | 12,131 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +64.2% | 11,971 | $1.1M |
| Holos Integrated Wealth LLC | 0.62% | Reduce -2.8% | 11,944 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -80.0% | 11,882 | $1.1M |
| Keystone Financial Group | 0.08% | Reduce -10.4% | 11,773 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -1.7% | 11,726 | $1.1M |
| Keystone Financial Services, LLC | 0.74% | Reduce -6.8% | 11,704 | $1.1M |
| Lynch & Associates | 0.20% | Add +9.7% | 11,545 | $1.1M |
| Moment Partners, LLC | 0.22% | Reduce -25.1% | 11,404 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.1% | 10,930 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Reduce -4.7% | 11,293 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +151.8% | 11,291 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -5.8% | 11,208 | $1.0M |
| Magnolia Capital Advisors LLC | 0.21% | New | 10,949 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +0.1% | 10,911 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -9.9% | 10,904 | $1.0M |
| SLT Holdings LLC | 0.67% | Reduce -8.0% | 10,754 | $995K |
| Pinnacle Family Advisors, LLC | 0.43% | Add +1.1% | 10,548 | $976K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +4.8% | 10,544 | $975K |
| Galvin, Gaustad & Stein, LLC | 0.08% | New | 10,516 | $973K |
| Kaydan Wealth Management, Inc. | 0.28% | Reduce -4.8% | 10,441 | $966K |
| DB&C Advisors, LLC | 1.21% | — | 10,389 | $961K |
| West Michigan Advisors, LLC | 0.22% | Add +4.8% | 10,368 | $959K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 10,249 | $948K |
| Private Advisory Group LLC | 0.07% | Reduce -14.4% | 10,200 | $944K |
| Founders Financial Securities LLC | 0.06% | Add +44.5% | 10,154 | $939K |
| Stillwater Wealth Management Group | 0.63% | Reduce -41.5% | 10,030 | $928K |
| AdvisorNet Financial, Inc | 0.05% | Add +2.1% | 10,007 | $926K |
| City Holding Co. | 0.11% | Reduce -12.4% | 9,883 | $914K |
| Investment Planning Advisors, Inc. | 0.27% | Add +4.3% | 9,845 | $911K |
| WealthBridge Capital Management, LLC | 0.21% | Reduce -6.9% | 9,781 | $905K |
| Coppell Advisory Solutions LLC | 0.09% | Add +1.4% | 9,626 | $898K |
| GSG Advisors LLC | 0.23% | Add +0.1% | 9,657 | $893K |
| Proactive Wealth Strategies LLC | 0.35% | Reduce -4.4% | 9,635 | $891K |
| Jacobi Capital Management LLC | 0.05% | New | 9,419 | $871K |
| Mercer Global Advisors Inc. | 0.00% | Add +78.8% | 9,372 | $867K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.9% | 9,346 | $865K |
| Schwallier Wealth Management LLC | 0.55% | Reduce -27.9% | 8,907 | $862K |
| Calton & Associates, Inc. | 0.13% | Reduce -7.6% | 9,225 | $853K |
| Kovack Advisors, Inc. | 0.04% | Add +20.4% | 9,113 | $843K |
| Integrity Financial Corp | 0.41% | Reduce -29.3% | 8,853 | $819K |
| GTS Securities LLC | 0.03% | Reduce -66.7% | 8,845 | $818K |
| HBW Advisory Services LLC | 0.09% | Add +80.5% | 8,709 | $806K |
| Redstone Wealth Management, LLC | 0.63% | — | 8,683 | $803K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Reduce -85.4% | 8,626 | $798K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Reduce -0.8% | 8,389 | $776K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -9.4% | 8,364 | $773K |
| Columbia Advisory Partners LLC | 0.52% | Reduce -5.1% | 8,218 | $760K |
| Capital Square, LLC | 0.39% | Add +2.7% | 8,178 | $757K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -70.7% | 8,097 | $749K |
| Spire Wealth Management | 0.02% | Add +23.7% | 7,978 | $738K |
| Saxon Interests, Inc. | 0.25% | Reduce -7.1% | 7,629 | $706K |
| LeClair Wealth Partners LLC | 0.41% | No change | 7,623 | $705K |
| Moneywise, Inc. | 0.29% | Reduce -14.1% | 7,578 | $701K |
| NWF Advisory Services Inc. | 0.08% | Reduce -6.0% | 7,520 | $696K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -16.6% | 7,453 | $690K |
| Independent Wealth Network Inc. | 0.21% | Add +3.6% | 7,355 | $680K |
| MTM Investment Management, LLC | 0.22% | Reduce -3.3% | 7,314 | $677K |
| WASHINGTON TRUST Co | 0.02% | Reduce -33.3% | 7,300 | $675K |
| American Institute for Advanced Investment Management, LLP | 0.43% | Reduce -0.2% | 7,219 | $668K |
| Wolff Wiese Magana LLC | 0.35% | Reduce -1.4% | 6,975 | $645K |
| CreativeOne Wealth, LLC | 0.02% | Add +139.6% | 6,794 | $628K |
| Blair William & Co. | 0.00% | Add +1.8% | 6,756 | $625K |
| REAP Financial Group, LLC | 0.13% | Add +5.2% | 4,694 | $621K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,656 | $616K |
| Ameriflex Group, Inc. | 0.32% | Reduce -13.4% | 6,609 | $611K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.1% | 6,554 | $606K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 6,549 | $606K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.1% | 6,534 | $604K |
| Panoramic Investment Advisors, LLC | 0.33% | Reduce -1.2% | 6,513 | $603K |
| Formidable Asset Management, LLC | 0.09% | Reduce -1.6% | 6,389 | $598K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -2.1% | 6,160 | $586K |
| Miramontes Capital, LLC | 0.20% | — | 6,325 | $585K |
| Inscription Capital, LLC | 0.06% | Reduce -10.2% | 6,252 | $578K |
| Trek Financial, LLC | 0.03% | Reduce -9.4% | 6,247 | $578K |
| Insigneo Advisory Services, LLC | 0.04% | Add +0.0% | 6,209 | $574K |
| GPS Wealth Strategies Group, LLC | 0.49% | Reduce -91.5% | 6,177 | $571K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 6,164 | $570K |
| Puff Wealth Management, LLC | 0.73% | Reduce -20.6% | 6,084 | $563K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -1.2% | 6,024 | $557K |
| Pacific Excel Wealth Advisors, Inc. | 1.04% | — | 5,973 | $553K |
| Money Concepts Capital Corp. | 0.03% | New | 5,900 | $546K |
| Keating Financial Advisory Services, Inc. | 0.07% | — | 5,805 | $537K |
| Voisard Asset Management Group, Inc. | 0.12% | No change | 5,800 | $537K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -4.2% | 5,793 | $536K |
| Spectrum Wealth Advisory Group, LLC | 0.20% | Reduce -15.9% | 5,742 | $531K |
| Clark Capital Management Group, Inc. | 0.00% | Add +45.5% | 5,604 | $518K |
| American Capital Advisory, LLC | 0.22% | Add +0.3% | 5,501 | $509K |
| O'ROURKE & COMPANY, Inc | 0.20% | Reduce -9.5% | 5,434 | $503K |
| Cascade Investment Group, Inc. | 0.33% | Reduce -0.0% | 5,397 | $499K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +57.9% | 5,318 | $492K |
| Medallion Wealth Advisors, LLC | 0.16% | Reduce -23.1% | 5,232 | $484K |
| Simplicity Wealth,LLC | 0.03% | Reduce -6.1% | 5,164 | $478K |
| Level Four Advisory Services, LLC | 0.02% | Add +5.8% | 5,080 | $470K |
| Novak & Powell Financial Services, Inc. | 0.24% | Reduce -1.9% | 5,054 | $468K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.4% | 5,048 | $467K |
| Balance Wealth Partners LLC | 0.15% | Add +4.7% | 5,020 | $464K |
| Gaddis Premier Wealth Advisors LLC | 0.35% | — | 5,015 | $464K |
| Brookstone Capital Management | 0.01% | Add +2.5% | 4,931 | $456K |
| Sei Investments Co. | 0.00% | New | 4,852 | $449K |
| Millennium Capital Advisors, LLC | 0.26% | No change | 4,828 | $447K |
| Advisortrust Partners, LLC | 0.19% | — | 4,792 | $443K |
| Synergy Investment Management, LLC | 0.16% | Add +0.4% | 4,785 | $443K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 4,665 | $432K |
| Principle Wealth Partners LLC | 0.02% | Add +0.0% | 4,555 | $421K |
| 55 North Private Wealth, LLC | 0.11% | — | 4,523 | $418K |
| Woodward Diversified Capital, LLC | 0.19% | No change | 4,510 | $417K |
| Moors & Cabot, Inc. | 0.02% | Reduce -6.8% | 4,510 | $417K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.5% | 4,473 | $414K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,456 | $412K |
| BlueChip Wealth Advisors LLC | 0.17% | Reduce -28.4% | 4,455 | $412K |
| KERR FINANCIAL PLANNING Corp | 0.56% | Add +10.7% | 4,174 | $410K |
| W Advisors, LLC | 0.21% | New | 4,433 | $410K |
| CLG LLC | 0.10% | Reduce -9.2% | 4,364 | $404K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -1.3% | 4,353 | $403K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 4,322 | $400K |
| SageView Advisory Group, LLC | 0.01% | Reduce -13.1% | 4,290 | $397K |
| Modern Wealth Management, LLC | 0.01% | Add +0.5% | 4,272 | $395K |
| Harvest Investment Services, LLC | 0.07% | Add +21.4% | 4,268 | $395K |
| Level Wealth Management LLC | 0.20% | No change | 4,263 | $394K |
| Balboa Wealth Partners | 0.06% | Add +6.2% | 4,194 | $388K |
| Fairvoy Private Wealth, LLC | 0.09% | Reduce -5.0% | 4,126 | $382K |
| First Horizon Corp. | 0.02% | New | 4,126 | $382K |
| Quantinno Capital Management LP | 0.00% | Add +8.4% | 4,107 | $380K |
| First National Bank of Omaha | 0.01% | New | 4,064 | $376K |
| Larson Financial Group LLC | 0.01% | Reduce -1.7% | 4,019 | $372K |
| BDFS Capital LLC | 0.19% | — | 3,999 | $370K |
| MPWM Advisory Solutions, LLC | 0.21% | No change | 3,996 | $370K |
| Tiaa Trust, National Association | 0.00% | Reduce -33.2% | 3,957 | $366K |
| Claro Advisors Inc. | 0.05% | No change | 3,941 | $365K |
| Mach-1 Financial Group, LLC | 0.07% | New | 3,903 | $361K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.1% | 3,864 | $357K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.3% | 3,819 | $353K |
| Founders Financial Alliance, LLC | 0.07% | Add +0.1% | 3,808 | $352K |
| Prasad Wealth Partners, LLC | 0.09% | Reduce -4.2% | 3,784 | $350K |
| Belpointe Asset Management LLC | 0.01% | Add +17.9% | 3,774 | $349K |
| Impact Partnership Wealth, LLC | 0.04% | Add +2.8% | 3,734 | $345K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.0% | 3,686 | $344K |
| ORG Partners LLC | 0.06% | No change | 3,700 | $342K |
| Cedrus Wealth Group LLC | 0.31% | — | 3,686 | $341K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -12.8% | 3,663 | $339K |
| TopTier Wealth Management, LLC | 0.23% | — | 3,655 | $338K |
| Beck Bode, LLC | 0.06% | Reduce -27.1% | 3,644 | $337K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -18.9% | 3,577 | $331K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,449 | $319K |
| Continuum Advisory, LLC | 0.03% | Add +42.6% | 3,362 | $311K |
| Elevated Capital Advisors, LLC | 0.07% | No change | 3,336 | $309K |
| Northern Trust Corp. | 0.00% | No change | 3,326 | $308K |
| Grantvest Financial Group LLC | 0.20% | Reduce -7.0% | 3,314 | $307K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -23.4% | 3,274 | $303K |
| Wealth Management Associates, Inc. | 0.11% | No change | 3,273 | $303K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 3,260 | $302K |
| Investment Partners Asset Management, Inc. | 0.19% | Reduce -47.7% | 3,219 | $298K |
| Harbor Asset Planning, Inc. | 0.25% | No change | 3,185 | $295K |
| LVZ, Inc. | 0.03% | Reduce -4.0% | 3,185 | $295K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -36.3% | 3,058 | $294K |
| Petix & Botte Co | 0.06% | No change | 2,994 | $277K |
| National Wealth Management Group, LLC | 0.10% | Reduce -12.2% | 2,975 | $275K |
| Twin City Private Wealth, LLC | 0.21% | Reduce -2.0% | 2,960 | $274K |
| Summit Investment Advisory Services, LLC | 0.10% | Add +0.6% | 2,957 | $274K |
| SFG Wealth Management, LLC. | 0.11% | Add +0.0% | 2,950 | $273K |
| Smith Partners Wealth Management, LLC | 0.25% | — | 2,935 | $272K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +88.7% | 2,904 | $271K |
| Alliance Wealth Advisors, LLC | 0.13% | No change | 2,920 | $270K |
| Asset Allocation Strategies LLC | 0.05% | New | 2,915 | $270K |
| Brown Advisory Inc. | 0.00% | Reduce -2.7% | 2,900 | $268K |
| Csenge Advisory Group | 0.01% | Add +6.3% | 2,862 | $265K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -43.7% | 2,858 | $264K |
| AQR Capital Management | 0.00% | Reduce -53.5% | 2,837 | $262K |
| Bessemer Group Inc. | 0.00% | No change | 2,810 | $260K |
| Rossby Financial, LCC | 0.08% | Add +17.5% | 2,809 | $260K |
| Signaturefd, LLC | 0.00% | Reduce -23.0% | 2,684 | $248K |
| Insight Advisors, LLC/ PA | 0.04% | Add +0.1% | 2,679 | $248K |
| Institute for Wealth Management, LLC. | 0.03% | New | 2,641 | $244K |
| McDonough Capital Management, Inc | 0.12% | No change | 2,639 | $244K |
| Vigil Wealth Management, LLC | 0.20% | — | 2,635 | $244K |
| Narus Financial Partners, LLC | 0.07% | No change | 2,625 | $243K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -29.6% | 2,620 | $242K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -0.2% | 2,601 | $241K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -17.0% | 2,589 | $240K |
| Nova Wealth Management, Inc. | 0.16% | Reduce -17.8% | 2,588 | $239K |
| WJ Wealth Management, LLC | 0.10% | No change | 2,485 | $230K |
| Novem Group | 0.03% | Add +7.5% | 2,461 | $228K |
| Grove Bank & Trust | 0.03% | Reduce -15.2% | 2,458 | $227K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.0% | 2,444 | $226K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 2,433 | $225K |
| MBE Wealth Management, LLC | 0.09% | Add +0.1% | 2,426 | $224K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,418 | $224K |
| Commerce Bank | 0.00% | Reduce -22.1% | 2,379 | $220K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.3% | 2,377 | $220K |
| Saxony Capital Management, LLC | 0.13% | Reduce -8.7% | 2,375 | $220K |
| Corient Private Wealth LP | 0.00% | New | 2,343 | $217K |
| QRG Capital Management, Inc. | 0.00% | New | 2,342 | $217K |
| IFC & Insurance Marketing, Inc. | 0.21% | — | 2,324 | $215K |
| N.E.W. Advisory Services LLC | 0.02% | Add +177.3% | 2,310 | $214K |
| WealthCare Investment Partners, LLC | 0.06% | Reduce -8.5% | 2,279 | $211K |
| SteelPeak Wealth, LLC | 0.01% | No change | 2,231 | $206K |
| AMG National Trust Bank | 0.00% | No change | 2,225 | $206K |
| Greenfield Savings Bank | 0.09% | No change | 2,219 | $205K |
| RiverFront Investment Group, LLC | 0.00% | Reduce -15.9% | 2,215 | $205K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 2,204 | $204K |
| Diversified Enterprises, LLC | 0.01% | Reduce -1.0% | 2,192 | $203K |
| Blue Trust, Inc. | 0.00% | Reduce -1.6% | 2,067 | $191K |
| Luminist Capital LLC | 0.23% | No change | 1,977 | $183K |
| Fifth Third Bancorp | 0.00% | Add +37.6% | 1,876 | $174K |
| Bayban | 0.15% | — | 1,800 | $167K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,650 | $153K |
| Albion Financial Group | 0.01% | No change | 1,630 | $151K |
| Bullseye Investment Management, LLC | 0.08% | New | 1,621 | $150K |
| Peterson Wealth Services | 0.04% | Reduce -25.1% | 1,615 | $149K |
| FWL Investment Management, LLC | 0.03% | Reduce -9.0% | 1,519 | $141K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,447 | $134K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.9% | 1,360 | $126K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.8% | 1,326 | $123K |
| Caldwell Trust Co | 0.01% | New | 1,300 | $120K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +41.9% | 1,297 | $120K |
| Tucker Asset Management LLC | 0.03% | Reduce -38.1% | 1,270 | $117K |
| Tidemark, LLC | 0.03% | Reduce -2.6% | 1,220 | $113K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -8.1% | 1,218 | $113K |
| Operose Advisors LLC | 0.03% | Add +0.3% | 1,201 | $111K |
| TD Private Client Wealth LLC | 0.00% | Add +39.5% | 1,064 | $98K |
| Glassman Wealth Services | 0.01% | No change | 1,000 | $93K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 991 | $92K |
| BlackRock, Inc. | 0.00% | Add +111.1% | 950 | $88K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.4% | 939 | $88K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -63.7% | 896 | $83K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 827 | $79K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 833 | $77K |
| Richard W. Paul & Associates, LLC | 0.03% | No change | 829 | $77K |
| Anchor Investment Management, LLC | 0.01% | No change | 800 | $74K |
| Stephens Consulting, LLC | 0.02% | No change | 778 | $72K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 747 | $69K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 738 | $68K |
| Hanson & Doremus Investment Management | 0.01% | No change | 629 | $58K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -3.7% | 625 | $58K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 611 | $57K |
| Bank of Montreal | 0.00% | No change | 603 | $56K |
| GGM Financial LLC | 0.03% | No change | 605 | $56K |
| Raffa Wealth Management, LLC | 0.01% | No change | 583 | $54K |
| Luken Investment Analytics, LLC | 0.02% | No change | 568 | $53K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 568 | $53K |
| CENTRAL TRUST Co | 0.00% | New | 553 | $51K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 547 | $51K |
| Gilpin Wealth Management, LLC | 0.03% | — | 446 | $41K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.2% | 440 | $41K |
| BankPlus Trust Department | 0.01% | No change | 429 | $40K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.2% | 425 | $39K |
| Consultiva Wealth Management, Corp. | 0.11% | No change | 420 | $39K |
| CoreCap Advisors, LLC | 0.00% | Reduce -53.0% | 405 | $37K |
| Root Financial Partners, LLC | 0.00% | No change | 400 | $37K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 400 | $37K |
| Financial Perspectives, Inc | 0.01% | No change | 381 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 368 | $34K |
| Abound Wealth Management | 0.01% | No change | 350 | $32K |
| Whittier Trust Co. | 0.00% | New | 315 | $30K |
| Centennial Bank | 0.01% | No change | 320 | $30K |
| Davis Capital Management | 0.02% | No change | 301 | $28K |
| Parallel Advisors, LLC | 0.00% | Add +140.0% | 300 | $28K |
| Bokf, NA | 0.00% | No change | 294 | $27K |
| Caitlin John, LLC | 0.02% | Add +288.0% | 291 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 279 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $26K |
| SouthState Bank Corp | 0.00% | No change | 275 | $25K |
| Dunhill Financial, LLC | 0.01% | No change | 274 | $25K |
| Compass Financial Services Inc | 0.01% | Reduce -49.9% | 267 | $25K |
| Rothschild Investment LLC | 0.00% | New | 263 | $24K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.4% | 247 | $23K |
| Family CFO Inc | 0.01% | New | 218 | $20K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -55.7% | 199 | $20K |
| Accordant Advisory Group Inc | 0.01% | No change | 200 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 200 | $19K |
| WealthShield Partners, LLC | 0.00% | No change | 200 | $19K |
| Strive Financial Group ,LLC | 0.01% | — | 186 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 167 | $16K |
| Financial Consulate, Inc. | 0.00% | New | 154 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 152 | $14K |
| Key Financial Inc | 0.00% | No change | 141 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 135 | $12K |
| Franklin Resources Inc. | 0.00% | New | 133 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 116 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -49.5% | 101 | $9K |
| LRI Investments, LLC | 0.00% | No change | 100 | $9K |
| Trust Co. of Vermont | 0.00% | New | 100 | $9K |
| Country Trust Bank | 0.00% | No change | 60 | $6K |
| American National Bank & Trust | 0.00% | No change | 55 | $5K |
| Motiv8 Investments LLC | 0.00% | New | 54 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 50 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 38 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 32 | $3K |
| Eukles Asset Management | 0.00% | No change | 29 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -49.0% | 25 | $2K |
| Basepoint Wealth LLC | 0.00% | New | 4 | $372 |
| BNP Paribas Financial Markets | 0.00% | New | 3 | $278 |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.