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Abrdn Total Dynamic Dividend (XAODX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,208,724 from 1,019,666
Change+189,058 (+19%)
Value$12.3M (+$1.8M)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares620,166 from 566,770
Change+53,396 (+9%)
Value$6.3M (+$457.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares464,981 from 437,596
Change+27,385 (+6%)
Value$4.7M (+$188.0K)
Filed 2026-11-02
Waterfront Wealth Inc.
DECREASED
Shares408,154 from 408,624
Change-470 (0%)
Value$4.1M (-$117.1K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares278,505 from 267,408
Change+11,097 (+4%)
Value$2.8K (-$2.8M)
Filed 2026-10-22
DCF Advisers, LLC
UNCHANGED
Shares266,000 from 266,000
Change0 (0%)
Value$2.7M (-$39.9K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares253,694 from 261,940
Change-8,246 (-3%)
Value$2.6M (-$123.1K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares160,016 from 268,140
Change-108,124 (-40%)
Value$1.6M (-$1.1M)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares143,067 from 141,967
Change+1,100 (+1%)
Value$1.5M (-$10.1K)
Filed 2026-10-13
Aviance Capital Partners, LLC
DECREASED
Shares129,488 from 131,663
Change-2,175 (-2%)
Value$1.3M (-$41.9K)
Filed 2026-10-29
Advisory Advocates, LLC
INCREASED
Shares126,435 from 125,935
Change+500 (+0%)
Value$1.3M (-$13.8K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares110,200 from 95,700
Change+14,500 (+15%)
Value$1.1M (+$133.0K)
Filed 2026-10-19
Lido Advisors, LLC
UNCHANGED
Shares107,210 from 107,210
Change0 (0%)
Value$1.1M (-$16.1K)
Filed 2026-11-04
Thrivent Financial for Lutherans
UNCHANGED
Shares105,000 from 105,000
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-05
Live Oak Private Wealth LLC
UNCHANGED
Shares103,295 from 103,295
Change0 (0%)
Value$1.0M (-$15.5K)
Filed 2026-11-02
Stolper Co
DECREASED
Shares101,715 from 104,186
Change-2,471 (-2%)
Value$1.0K (-$41)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares101,353 from 99,928
Change+1,425 (+1%)
Value$1.0M (-$511)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares93,500 from 100,500
Change-7,000 (-7%)
Value$950.0K (-$86.2K)
Filed 2026-10-26
Diversify Advisory Services, LLC
DECREASED
Shares77,527 from 78,001
Change-474 (-1%)
Value$787.7K (-$28.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares77,527 from 78,001
Change-474 (-1%)
Value$787.7K (-$28.2K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares76,313 from 64,157
Change+12,156 (+19%)
Value$762.4K (+$93.2K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares68,938 from 71,923
Change-2,985 (-4%)
Value$700.4K (-$41.1K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
DECREASED
Shares68,423 from 68,907
Change-484 (-1%)
Value$695.2K (-$15.3K)
Filed 2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED
Shares66,460 from 67,977
Change-1,517 (-2%)
Value$675.2K (-$25.6K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares61,329 from 43,200
Change+18,129 (+42%)
Value$623.1K (+$177.7K)
Filed 2026-10-08
Choreo, LLC
DECREASED
Shares59,375 from 74,766
Change-15,391 (-21%)
Value$603.3K (-$167.6K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares57,838 from 52,070
Change+5,768 (+11%)
Value$587.6K (+$49.8K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares52,984 from 37,529
Change+15,455 (+41%)
Value$538.3K (+$151.4K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares49,390 from 56,107
Change-6,717 (-12%)
Value$502 (-$577.5K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares48,235 from 50,434
Change-2,199 (-4%)
Value$490 (-$519.5K)
Filed 2026-10-26
Sage Capital Management, LLC
INCREASED
Shares47,500 from 45,500
Change+2,000 (+4%)
Value$482.6K (+$13.5K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares46,251 from 47,904
Change-1,653 (-3%)
Value$469.9K (-$24.0K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares43,559 from 42,291
Change+1,268 (+3%)
Value$442.6K (+$6.5K)
Filed 2026-11-05
Accredited Investor Services, LLC
DECREASED
Shares42,870 from 47,590
Change-4,720 (-10%)
Value$435.6K (-$55.1K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares42,459 from 41,199
Change+1,260 (+3%)
Value$431.4K (+$6.6K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares36,197 from 36,197
Change0 (0%)
Value$373.2K ($0)
Filed 2026-11-06
Midwest Trust Co
UNCHANGED
Shares34,496 from 34,496
Change0 (0%)
Value$350.5K (-$5.2K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares34,354 from 34,196
Change+158 (+0%)
Value$349.0K (-$3.5K)
Filed 2026-11-06
Vanguard Capital Wealth Advisors
INCREASED
Shares31,953 from 31,820
Change+133 (+0%)
Value$324.6K (-$3.4K)
Filed 2026-10-16
Advocate Investing Services LLC
UNCHANGED
Shares31,000 from 31,000
Change0 (0%)
Value$315.0K (-$4.7K)
Filed 2026-10-26
Moors & Cabot, Inc.
DECREASED
Shares28,691 from 29,656
Change-965 (-3%)
Value$291.5K (-$14.2K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares25,850 from 13,262
Change+12,588 (+95%)
Value$262.6K (+$125.9K)
Filed 2026-11-06
Advisor Resource Council
INCREASED
Shares24,146 from 24,005
Change+141 (+1%)
Value$243.4K (-$7.5K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares22,983 from 14,639
Change+8,344 (+57%)
Value$233.5K (+$82.6K)
Filed 2026-11-02
Wedmont Private Capital
UNCHANGED
Shares21,731 from 21,731
Change0 (0%)
Value$217.1K (-$9.6K)
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares21,471 from 25,142
Change-3,671 (-15%)
Value$218.1K (-$41.1K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
INCREASED
Shares21,020 from 20,690
Change+330 (+2%)
Value$213.6K (+$237)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares20,319 from 19,882
Change+437 (+2%)
Value$206.4K (+$1.5K)
Filed 2026-10-08
Occidental Asset Management, LLC
DECREASED
Shares19,002 from 20,137
Change-1,135 (-6%)
Value$193.1K (-$14.6K)
Filed 2026-11-05
Decision Investments, Inc
DECREASED
Shares18,850 from 19,750
Change-900 (-5%)
Value$191.5K (-$12.1K)
Filed 2026-10-07
Successful Portfolios LLC
DECREASED
Shares18,588 from 18,599
Change-11 (0%)
Value$188.9K (-$4.3K)
Filed 2026-10-09
Compound Planning, Inc.
UNCHANGED
Shares18,285 from 18,285
Change0 (0%)
Value$185.8K (-$2.7K)
Filed 2026-11-05
Investment Management Trust, LLC
DECREASED
Shares18,212 from 18,710
Change-498 (-3%)
Value$185.0K (-$7.9K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares16,964 from 20,134
Change-3,170 (-16%)
Value$172.4K (-$35.2K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares15,690 from 15,188
Change+502 (+3%)
Value$159.4K (+$2.8K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares14,900 from 14,898
Change+2 (+0%)
Value$151.4K (-$2.2K)
Filed 2026-11-05
Davenport & Co LLC
UNCHANGED
Shares14,778 from 14,778
Change0 (0%)
Value$150.1K (-$2.2K)
Filed 2026-10-14
Uhlmann Price Securities, LLC
INCREASED
Shares14,507 from 14,075
Change+432 (+3%)
Value$147.4K (+$2.3K)
Filed 2026-11-03
Quad-Cities Investment Group, LLC
INCREASED
Shares13,142 from 12,936
Change+206 (+2%)
Value$133.5K (+$161)
Filed 2026-10-16
Intrua Financial, LLC
UNCHANGED
Shares12,582 from 12,582
Change0 (0%)
Value$127.8K (-$1.9K)
Filed 2026-10-28
Retirement Planning Group, LLC
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$125.0K (-$1.8K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares12,196
Change+12,196
Value$123.9K
Filed 2026-10-14
Bauman Advisory Group, LLC
INCREASED
Shares10,846 from 10,812
Change+34 (+0%)
Value$110.2K (-$1.3K)
Filed 2026-10-29
Syverson Strege & Co
NEW
Shares10,518
Change+10,518
Value$106.9K
Filed 2026-11-02
Greater Midwest Financial Group, LLC
NEW
Shares10,205
Change+10,205
Value$103.7K
Filed 2026-10-13
WPG Advisers, LLC
DECREASED
Shares8,368 from 8,565
Change-197 (-2%)
Value$85.0K (-$3.3K)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares6,690 from 6,690
Change0 (0%)
Value$68.0K (-$1.0K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares6,050
Change+6,050
Value$61.5K
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares5,964 from 5,952
Change+12 (+0%)
Value$60.6K (-$772)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares5,522 from 5,356
Change+166 (+3%)
Value$56.1K (+$880)
Filed 2026-10-26
Costello Asset Management, Inc
INCREASED
Shares4,830 from 4,701
Change+129 (+3%)
Value$49.1K (+$602)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
UNCHANGED
Shares2,904 from 2,904
Change0 (0%)
Value$29.5K (-$435)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares2,565 from 2,720
Change-155 (-6%)
Value$26.1K (-$2.0K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares2,095 from 2,032
Change+63 (+3%)
Value$21 ($0)
Filed 2026-10-02
Lodestone Wealth Management LLC
INCREASED
Shares1,543 from 1,497
Change+46 (+3%)
Value$15.7K (+$244)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$15.5K (-$229)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,200
Change+1,200
Value$12.2K
Filed 2026-10-21
Country Trust Bank
NEW
Shares1,181
Change+1,181
Value$12.0K
Filed 2026-10-30
Citigroup Inc
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$11.4K (-$168)
Filed 2026-11-04
Central Trust Co
NEW
Shares1,000
Change+1,000
Value$10.2K
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$10.1K (-$149)
Filed 2026-10-21
James T. Borello RIA
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$9.6K (-$142)
Filed 2026-10-16
Strengthening Families & Communities, LLC
INCREASED
Shares911 from 884
Change+27 (+3%)
Value$9.3K (+$145)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$2.3K (-$34)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$1.9K (-$28)
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$1.6K (-$24)
Filed 2026-10-23
West Paces Advisors Inc.
NEW
Shares75
Change+75
Value$762
Filed 2026-10-13
Russell Investments Group, Ltd.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$134 (-$2)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares8
Change+8
Value$0
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 45,494
Change-45,494 (-100%)
Value$0 (-$469.0K)
Filed 2026-10-29
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 37,078
Change-37,078 (-100%)
Value$0 (-$382.3K)
Filed 2026-10-23
Towne Trust Company, N.a
CLOSED
Shares0 from 1,957
Change-1,957 (-100%)
Value$0 (-$20.2K)
Filed 2026-10-28
Axiom Investment Management LLC
CLOSED
Shares0 from 1,942
Change-1,942 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,860
Change-1,860 (-100%)
Value$0 (-$19.2K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,410
Change-1,410 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-14
US Bancorp \de\
CLOSED
Shares0 from 760
Change-760 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 9,239,262
Change-9,239,262 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,340,002
Change-3,340,002 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,470,428
Change-2,470,428 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,695,612
Change-1,695,612 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,072,037
Change-1,072,037 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 828,801
Change-828,801 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 389,090
Change-389,090 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 370,654
Change-370,654 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 254,088
Change-254,088 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 232,325
Change-232,325 (-100%)
Value—
UBS Group AG
N/A
Shares— from 229,520
Change-229,520 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 203,570
Change-203,570 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 180,584
Change-180,584 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 164,780
Change-164,780 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 131,397
Change-131,397 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 125,243
Change-125,243 (-100%)
Value—
&partners
N/A
Shares— from 115,691
Change-115,691 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 106,485
Change-106,485 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 104,170
Change-104,170 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 91,431
Change-91,431 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 83,985
Change-83,985 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 71,923
Change-71,923 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,038
Change-59,038 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 58,944
Change-58,944 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 57,373
Change-57,373 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 45,837
Change-45,837 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,651
Change-43,651 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 42,688
Change-42,688 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 29,843
Change-29,843 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,835
Change-27,835 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 25,803
Change-25,803 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,690
Change-24,690 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,512
Change-24,512 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,898
Change-22,898 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,631
Change-22,631 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 20,050
Change-20,050 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 19,780
Change-19,780 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 19,179
Change-19,179 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,796
Change-18,796 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,754
Change-18,754 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,796
Change-15,796 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,108
Change-13,108 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 11,360
Change-11,360 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,664
Change-8,664 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 992
Change-992 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 450
Change-450 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 363
Change-363 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,208,7241,019,666+189,058+19%$10.5M$12.3M+$1.8M2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED620,166566,770+53,396+9%$5.8M$6.3M+$457.5K2026-10-13
International Assets Investment Management, LLC
INCREASED464,981437,596+27,385+6%$4.5M$4.7M+$188.0K2026-11-02
Waterfront Wealth Inc.
DECREASED408,154408,624-4700%$4.3M$4.1M-$117.1K2026-11-03
Wedbush Securities Inc
INCREASED278,505267,408+11,097+4%$2.8M$2.8K-$2.8M2026-10-22
DCF Advisers, LLC
UNCHANGED266,000266,00000%$2.7M$2.7M-$39.9K2026-11-04
Commonwealth Equity Services, LLC
DECREASED253,694261,940-8,246-3%$2.7M$2.6M-$123.1K2026-11-02
Oppenheimer & Co Inc
DECREASED160,016268,140-108,124-40%$2.8M$1.6M-$1.1M2026-10-26
Independent Financial Group, LLC
INCREASED143,067141,967+1,100+1%$1.5M$1.5M-$10.1K2026-10-13
Aviance Capital Partners, LLC
DECREASED129,488131,663-2,175-2%$1.4M$1.3M-$41.9K2026-10-29
Advisory Advocates, LLC
INCREASED126,435125,935+500+0%$1.3M$1.3M-$13.8K2026-11-05
NWF Advisory Services Inc.
INCREASED110,20095,700+14,500+15%$986.7K$1.1M+$133.0K2026-10-19
Lido Advisors, LLC
UNCHANGED107,210107,21000%$1.1M$1.1M-$16.1K2026-11-04
Thrivent Financial for Lutherans
UNCHANGED105,000105,00000%$1.1M$1.1K-$1.1M2026-11-05
Live Oak Private Wealth LLC
UNCHANGED103,295103,29500%$1.1M$1.0M-$15.5K2026-11-02
Stolper Co
DECREASED101,715104,186-2,471-2%$1.1K$1.0K-$412026-10-13
Kestra Advisory Services, LLC
INCREASED101,35399,928+1,425+1%$1.0M$1.0M-$5112026-11-02
Ashton Thomas Securities, LLC
DECREASED93,500100,500-7,000-7%$1.0M$950.0K-$86.2K2026-10-26
Diversify Advisory Services, LLC
DECREASED77,52778,001-474-1%$815.9K$787.7K-$28.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED77,52778,001-474-1%$815.9K$787.7K-$28.2K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED76,31364,157+12,156+19%$669.2K$762.4K+$93.2K2026-10-13
Merit Financial Group, LLC
DECREASED68,93871,923-2,985-4%$741.5K$700.4K-$41.1K2026-11-06
SeaCrest Wealth Management, LLC
DECREASED68,42368,907-484-1%$710.4K$695.2K-$15.3K2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED66,46067,977-1,517-2%$700.8K$675.2K-$25.6K2026-11-04
CoreCap Advisors, LLC
INCREASED61,32943,200+18,129+42%$445.4K$623.1K+$177.7K2026-10-08
Choreo, LLC
DECREASED59,37574,766-15,391-21%$770.8K$603.3K-$167.6K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED57,83852,070+5,768+11%$537.9K$587.6K+$49.8K2026-10-13
Sigma Planning Corp
INCREASED52,98437,529+15,455+41%$386.9K$538.3K+$151.4K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED49,39056,107-6,717-12%$578.0K$502-$577.5K2026-11-02
Park Avenue Securities LLC
DECREASED48,23550,434-2,199-4%$520.0K$490-$519.5K2026-10-26
Sage Capital Management, LLC
INCREASED47,50045,500+2,000+4%$469.1K$482.6K+$13.5K2026-10-20
Capital Investment Advisors, LLC
DECREASED46,25147,904-1,653-3%$493.9K$469.9K-$24.0K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED43,55942,291+1,268+3%$436.0K$442.6K+$6.5K2026-11-05
Accredited Investor Services, LLC
DECREASED42,87047,590-4,720-10%$490.7K$435.6K-$55.1K2026-10-22
Truist Financial Corp
INCREASED42,45941,199+1,260+3%$424.8K$431.4K+$6.6K2026-10-30
Allworth Financial LP
UNCHANGED36,19736,19700%$373.2K$373.2K$02026-11-06
Midwest Trust Co
UNCHANGED34,49634,49600%$355.7K$350.5K-$5.2K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED34,35434,196+158+0%$352.6K$349.0K-$3.5K2026-11-06
Vanguard Capital Wealth Advisors
INCREASED31,95331,820+133+0%$328.1K$324.6K-$3.4K2026-10-16
Advocate Investing Services LLC
UNCHANGED31,00031,00000%$319.6K$315.0K-$4.7K2026-10-26
Moors & Cabot, Inc.
DECREASED28,69129,656-965-3%$305.7K$291.5K-$14.2K2026-11-06
PNC Financial Services Group, Inc.
INCREASED25,85013,262+12,588+95%$136.7K$262.6K+$125.9K2026-11-06
Advisor Resource Council
INCREASED24,14624,005+141+1%$250.9K$243.4K-$7.5K2026-11-05
Creative Planning
INCREASED22,98314,639+8,344+57%$150.9K$233.5K+$82.6K2026-11-02
Wedmont Private Capital
UNCHANGED21,73121,73100%$226.7K$217.1K-$9.6K2026-10-09
Centurion Wealth Management LLC
DECREASED21,47125,142-3,671-15%$259.2K$218.1K-$41.1K2026-10-13
Huntleigh Advisors, Inc.
INCREASED21,02020,690+330+2%$213.3K$213.6K+$2372026-11-03
Farther Finance Advisors, LLC
INCREASED20,31919,882+437+2%$205.0K$206.4K+$1.5K2026-10-08
Occidental Asset Management, LLC
DECREASED19,00220,137-1,135-6%$207.6K$193.1K-$14.6K2026-11-05
Decision Investments, Inc
DECREASED18,85019,750-900-5%$203.6K$191.5K-$12.1K2026-10-07
Successful Portfolios LLC
DECREASED18,58818,599-110%$193.3K$188.9K-$4.3K2026-10-09
Compound Planning, Inc.
UNCHANGED18,28518,28500%$188.5K$185.8K-$2.7K2026-11-05
Investment Management Trust, LLC
DECREASED18,21218,710-498-3%$192.9K$185.0K-$7.9K2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED16,96420,134-3,170-16%$207.6K$172.4K-$35.2K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED15,69015,188+502+3%$156.6K$159.4K+$2.8K2026-10-16
Nations Financial Group Inc,
INCREASED14,90014,898+2+0%$153.6K$151.4K-$2.2K2026-11-05
Davenport & Co LLC
UNCHANGED14,77814,77800%$152.4K$150.1K-$2.2K2026-10-14
Uhlmann Price Securities, LLC
INCREASED14,50714,075+432+3%$145.1K$147.4K+$2.3K2026-11-03
Quad-Cities Investment Group, LLC
INCREASED13,14212,936+206+2%$133.4K$133.5K+$1612026-10-16
Intrua Financial, LLC
UNCHANGED12,58212,58200%$129.7K$127.8K-$1.9K2026-10-28
Retirement Planning Group, LLC
UNCHANGED12,30012,30000%$126.8K$125.0K-$1.8K2026-10-19
Advisory Solutions Group, LLC
NEW12,196—+12,196——$123.9K—2026-10-14
Bauman Advisory Group, LLC
INCREASED10,84610,812+34+0%$111.5K$110.2K-$1.3K2026-10-29
Syverson Strege & Co
NEW10,518—+10,518——$106.9K—2026-11-02
Greater Midwest Financial Group, LLC
NEW10,205—+10,205——$103.7K—2026-10-13
WPG Advisers, LLC
DECREASED8,3688,565-197-2%$88.3K$85.0K-$3.3K2026-10-27
IFP Advisors, Inc
UNCHANGED6,6906,69000%$69.0K$68.0K-$1.0K2026-10-16
Ascentis Independent Advisors
NEW6,050—+6,050——$61.5K—2026-11-03
Creative Financial Designs Inc
INCREASED5,9645,952+12+0%$61.4K$60.6K-$7722026-11-04
Lanark Financial, Inc.
INCREASED5,5225,356+166+3%$55.2K$56.1K+$8802026-10-26
Costello Asset Management, Inc
INCREASED4,8304,701+129+3%$48.5K$49.1K+$6022026-10-30
Provenance Wealth Advisors, LLC
UNCHANGED2,9042,90400%$29.9K$29.5K-$4352026-10-30
Fifth Third Bancorp
DECREASED2,5652,720-155-6%$28.0K$26.1K-$2.0K2026-11-05
CX Institutional
INCREASED2,0952,032+63+3%$21$21$02026-10-02
Lodestone Wealth Management LLC
INCREASED1,5431,497+46+3%$15.4K$15.7K+$2442026-10-14
Larson Financial Group LLC
UNCHANGED1,5291,52900%$15.8K$15.5K-$2292026-11-05
Root Financial Partners, LLC
NEW1,200—+1,200——$12.2K—2026-10-21
Country Trust Bank
NEW1,181—+1,181——$12.0K—2026-10-30
Citigroup Inc
UNCHANGED1,1201,12000%$11.5K$11.4K-$1682026-11-04
Central Trust Co
NEW1,000—+1,000——$10.2K—2026-11-05
Assetmark, Inc
UNCHANGED99299200%$10.2K$10.1K-$1492026-10-21
James T. Borello RIA
UNCHANGED94894800%$9.8K$9.6K-$1422026-10-16
Strengthening Families & Communities, LLC
INCREASED911884+27+3%$9.1K$9.3K+$1452026-10-21
Key FInancial Inc
UNCHANGED23023000%$2.4K$2.3K-$342026-11-02
Highline Wealth Partners LLC
UNCHANGED18318300%$1.9K$1.9K-$282026-10-19
Signaturefd, LLC
UNCHANGED16016000%$1.7K$1.6K-$242026-10-23
West Paces Advisors Inc.
NEW75—+75——$762—2026-10-13
Russell Investments Group, Ltd.
UNCHANGED131300%$136$134-$22026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
NEW8—+8——$0—2026-10-14
Blue Bell Private Wealth Management, LLC
CLOSED045,494-45,494-100%$469.0K$0-$469.0K2026-10-29
Total Wealth Planning & Management, Inc.
CLOSED037,078-37,078-100%$382.3K$0-$382.3K2026-10-23
Towne Trust Company, N.a
CLOSED01,957-1,957-100%$20.2K$0-$20.2K2026-10-28
Axiom Investment Management LLC
CLOSED01,942-1,942-100%$20.0K$0-$20.0K2026-11-03
Gill Capital Partners, LLC
CLOSED01,860-1,860-100%$19.2K$0-$19.2K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,410-1,410-100%$14.5K$0-$14.5K2026-10-14
US Bancorp \de\
CLOSED0760-760-100%$7.8K$0-$7.8K2026-11-05
Morgan Stanley
N/A—9,239,262-9,239,262-100%$95.3M———
Wells Fargo & Company
N/A—3,340,002-3,340,002-100%$34.4M———
Penserra Capital Management LLC
N/A—2,470,428-2,470,428-100%$25.5M———
Raymond James Financial Inc
N/A—1,695,612-1,695,612-100%$17.5M———
Guggenheim Capital LLC
N/A—1,072,037-1,072,037-100%$11.1M———
Advisors Asset Management, Inc.
N/A—828,801-828,801-100%$8.5M———
Royal Bank of Canada
N/A—389,090-389,090-100%$4.0M———
Bank of America Corp
N/A—370,654-370,654-100%$3.8M———
Osaic Holdings, Inc.
N/A—254,088-254,088-100%$2.6M———
Ameriprise Financial Inc
N/A—232,325-232,325-100%$2.4M———
UBS Group AG
N/A—229,520-229,520-100%$2.4M———
Stifel Financial Corp
N/A—203,570-203,570-100%$2.1M———
Janney Montgomery Scott LLC
N/A—180,584-180,584-100%$1.9M———
Evolve Private Wealth, LLC
N/A—164,780-164,780-100%$1.7M———
NewEdge Advisors, LLC
N/A—131,397-131,397-100%$1.4M———
Private Advisor Group, LLC
N/A—125,243-125,243-100%$1.3M———
&partners
N/A—115,691-115,691-100%$1.2M———
Navis Wealth Advisors, LLC
N/A—106,485-106,485-100%$1.1M———
Summit Financial, LLC
N/A—104,170-104,170-100%$1.1M———
IHT Wealth Management, LLC
N/A—91,431-91,431-100%$942.6K———
Baird Financial Group, Inc.
N/A—83,985-83,985-100%$865.9K———
Cetera Investment Advisers
N/A—71,923-71,923-100%$741.5K———
Mariner, LLC
N/A—59,038-59,038-100%$608.7K———
Fund Advisors of America Inc
N/A—58,944-58,944-100%$607.7K———
Global Retirement Partners, LLC
N/A—57,373-57,373-100%$591.5K———
Kovack Advisors, Inc.
N/A—45,837-45,837-100%$470.3K———
HighTower Advisors, LLC
N/A—43,651-43,651-100%$450.0K———
Harbour Investments, Inc.
N/A—42,688-42,688-100%$440.1K———
Captrust Financial Advisors
N/A—29,843-29,843-100%$307.7K———
Sanctuary Advisors, LLC
N/A—27,835-27,835-100%$287.0K———
Compton Financial Group, LLC
N/A—25,803-25,803-100%$266.0K———
Susquehanna International Group, LLP
N/A—24,690-24,690-100%$254.6K———
Envestnet Asset Management Inc
N/A—24,512-24,512-100%$252.7K———
Benjamin Edwards Inc
N/A—22,898-22,898-100%$236.1K———
Mercer Global Advisors Inc
N/A—22,631-22,631-100%$233.3K———
Kapstone Financial Advisors LLC
N/A—20,050-20,050-100%$206.7K———
Spirepoint Private Client, LLC
N/A—19,780-19,780-100%$203.9K———
Z3 Capital Partners, LLC
N/A—19,179-19,179-100%$197.7K———
Jane Street Group, LLC
N/A—18,796-18,796-100%$193.8K———
Steward Partners Investment Advisory, LLC
N/A—18,754-18,754-100%$193.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,796-15,796-100%$162.9K———
MML Investors Services, LLC
N/A—14,370-14,370-100%$148.2K———
Stratos Wealth Advisors, LLC
N/A—14,000-14,000-100%$144.3K———
MAI Capital Management
N/A—13,127-13,127-100%$135.3K———
Integrated Wealth Concepts LLC
N/A—13,108-13,108-100%$135.1K———
Rathbones Group PLC
N/A—11,360-11,360-100%$117.1K———
Winning Points Advisors, LLC
N/A—10,650-10,650-100%$109.8K———
Northwestern Mutual Wealth Management Co
N/A—8,664-8,664-100%$89.3K———
BFC Planning, Inc.
N/A—4,494-4,494-100%$46.3K———
BlackRock, Inc.
N/A—3,507-3,507-100%$36.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,494-3,494-100%$36.0K———
Colonial Trust Co / SC
N/A—2,679-2,679-100%$27.7K———
Atlantic Union Bankshares Corp
N/A—2,500-2,500-100%$25.8K———
Keating Financial Advisory Services, Inc.
N/A—2,195-2,195-100%$22.6K———
IFG Advisory, LLC
N/A—1,686-1,686-100%$17.4K———
Arax Advisory Partners
N/A—1,676-1,676-100%$17.3K———
Whittier Trust Co of Nevada Inc
N/A—1,652-1,652-100%$17.1K———
UBS Asset Management Americas LLC
N/A—1,611-1,611-100%$16.6K———
Johnson Financial Group, Inc.
N/A—1,000-1,000-100%$10.3K———
Mcguire Capital Advisors Inc
N/A—992-992-100%$10.2K———
Geneos Wealth Management Inc.
N/A—750-750-100%$7.7K———
Continuum Advisory, LLC
N/A—600-600-100%$6.2K———
Allied Private Wealth LLC
N/A—524-524-100%$5.4K———
Rockefeller Capital Management L.P.
N/A—505-505-100%$5.2K———
Brown Brothers Harriman & Co
N/A—450-450-100%$4.6K———
Transamerica Financial Advisors, LLC
N/A—435-435-100%$4.5K———
Bessemer Group Inc
N/A—363-363-100%$4———
ESL Trust Services, LLC
N/A—250-250-100%$2.6K———
Showing 164 of 164 institutions