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Strive 500 ETF (STRV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
OxenFree Capital LLC
INCREASED
Shares982,124 from 941,766
Change+40,358 (+4%)
Value$49.5M (+$4.0M)
Filed 2026-10-07
Uptick Partners, LLC
INCREASED
Shares742,012 from 585,228
Change+156,784 (+27%)
Value$36.6M (+$8.3M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares515,842 from 490,861
Change+24,981 (+5%)
Value$25.4M (+$1.7M)
Filed 2026-10-30
United Advisor Group, LLC
INCREASED
Shares412,440 from 391,287
Change+21,153 (+5%)
Value$20.3M (+$1.4M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares365,982 from 306,494
Change+59,488 (+19%)
Value$18.0M (+$3.2M)
Filed 2026-11-02
Weaver Capital Management LLC
DECREASED
Shares262,836 from 277,643
Change-14,807 (-5%)
Value$13.0M (+$1.3M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares216,782 from 210,916
Change+5,866 (+3%)
Value$10.7M (+$501.2K)
Filed 2026-11-02
Hegarty Advisors, LLC
INCREASED
Shares163,311 from 151,992
Change+11,319 (+7%)
Value$8.1M (+$710.8K)
Filed 2026-10-20
Sage Capital Management, LLC
INCREASED
Shares158,334 from 155,447
Change+2,887 (+2%)
Value$7.8M (+$298.5K)
Filed 2026-10-20
Fairman Group, LLC
INCREASED
Shares127,808 from 108,020
Change+19,788 (+18%)
Value$6.3M (+$1.1M)
Filed 2026-10-26
WealthPlan Investment Management, LLC
INCREASED
Shares86,925 from 85,488
Change+1,437 (+2%)
Value$4.3M (+$156.8K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares80,130 from 77,013
Change+3,117 (+4%)
Value$4.0M (+$231.1K)
Filed 2026-11-04
S.A. Mason LLC
INCREASED
Shares77,129 from 75,856
Change+1,273 (+2%)
Value$3.8M (+$139.0K)
Filed 2026-10-13
Financial Management Network Inc
DECREASED
Shares75,243 from 75,618
Change-375 (0%)
Value$3.7M (+$115.9K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares67,768 from 73,163
Change-5,395 (-7%)
Value$3.3M (-$192.5K)
Filed 2026-11-02
Stenger Family Office, LLC
DECREASED
Shares61,956 from 67,634
Change-5,678 (-8%)
Value$3.1M (-$149.7K)
Filed 2026-10-22
Traphagen Investment Advisors LLC
DECREASED
Shares54,326 from 54,819
Change-493 (-1%)
Value$2.7M (+$30.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares39,659 from 42,864
Change-3,205 (-7%)
Value$2.0K (-$2.1M)
Filed 2026-11-02
CPR Investments Inc.
INCREASED
Shares29,832 from 22,726
Change+7,106 (+31%)
Value$1.5M (+$373.2K)
Filed 2026-10-26
Paragon Capital Management Inc
INCREASED
Shares28,810 from 28,382
Change+428 (+2%)
Value$1.4M (+$49.6K)
Filed 2026-10-15
Equity Wealth Partners, LLC
INCREASED
Shares23,655 from 22,121
Change+1,534 (+7%)
Value$1.2M (+$97.8K)
Filed 2026-10-26
Thryve Wealth Management LLC
DECREASED
Shares22,106 from 22,834
Change-728 (-3%)
Value$1.1M (-$12.9K)
Filed 2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares21,145 from 21,145
Change0 (0%)
Value$1.0M (+$21.3K)
Filed 2026-10-22
Grantvest Financial Group LLC
DECREASED
Shares21,059 from 22,206
Change-1,147 (-5%)
Value$1.0M (-$34.3K)
Filed 2026-10-21
Balance Wealth Partners LLC
DECREASED
Shares20,684 from 20,890
Change-206 (-1%)
Value$1.0M (+$10.8K)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares19,581 from 19,575
Change+6 (+0%)
Value$965.4K (+$20.0K)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
INCREASED
Shares19,455 from 19,374
Change+81 (+0%)
Value$959.2K (+$23.5K)
Filed 2026-11-03
Everhart Financial Group, Inc.
DECREASED
Shares17,235 from 20,403
Change-3,168 (-16%)
Value$849.8K (-$135.7K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares15,015 from 15,003
Change+12 (+0%)
Value$737.5K (+$21.9K)
Filed 2026-10-27
Future Financial Wealth Managment LLC
DECREASED
Shares13,196 from 13,876
Change-680 (-5%)
Value$650.6K (-$11.1K)
Filed 2026-10-15
Trilogy Capital Inc.
INCREASED
Shares12,336 from 12,314
Change+22 (+0%)
Value$608.2K (+$13.5K)
Filed 2026-10-20
Fulton Bank, N.A.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$591.7K (+$12.1K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares11,567 from 11,565
Change+2 (+0%)
Value$570.3K (+$11.7K)
Filed 2026-11-03
Gibson Capital, LLC
DECREASED
Shares10,657 from 10,745
Change-88 (-1%)
Value$525.4K (+$6.5K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,940 from 9,307
Change+633 (+7%)
Value$497.7K (+$43.6K)
Filed 2026-10-13
Client 1ST Advisory Group, LLC
UNCHANGED
Shares9,622 from 9,622
Change0 (0%)
Value$474.4K (+$9.7K)
Filed 2026-10-19
TCP Asset Management, LLC
DECREASED
Shares9,567 from 9,647
Change-80 (-1%)
Value$476.2K (+$10.2K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares8,690 from 8,690
Change0 (0%)
Value$428.5K (+$8.7K)
Filed 2026-10-08
Lauterbach Financial Advisors, LLC
INCREASED
Shares8,665 from 8,643
Change+22 (+0%)
Value$427.2K (+$9.8K)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares8,253 from 8,213
Change+40 (+0%)
Value$410.7K (+$14.0K)
Filed 2026-10-15
Redwood Family Wealth LLC
INCREASED
Shares7,615 from 7,072
Change+543 (+8%)
Value$375.5K (+$33.9K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares7,455 from 8,423
Change-968 (-11%)
Value$367.6K (-$39.2K)
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares6,676 from 6,676
Change0 (0%)
Value$329.2K (+$6.7K)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares5,522 from 9,848
Change-4,326 (-44%)
Value$272.3K (-$200.9K)
Filed 2026-11-03
Argentarii, LLC
INCREASED
Shares5,508 from 5,376
Change+132 (+2%)
Value$271.6K (+$4.0K)
Filed 2026-10-28
Pacific Asset Management, LLC
UNCHANGED
Shares5,468 from 5,468
Change0 (0%)
Value$269.6K (+$5.5K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
UNCHANGED
Shares5,015 from 5,015
Change0 (0%)
Value$247.3K (+$5.0K)
Filed 2026-11-05
Compass Financial Group, Inc
INCREASED
Shares4,881 from 4,879
Change+2 (+0%)
Value$240.7K (+$5.0K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED
Shares4,556 from 4,566
Change-10 (0%)
Value$224.7K (+$4.1K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
UNCHANGED
Shares4,329 from 4,329
Change0 (0%)
Value$213.4K (+$4.4K)
Filed 2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED
Shares4,310 from 4,270
Change+40 (+1%)
Value$212.5K (+$6.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
NEW
Shares4,170
Change+4,170
Value$206.0K
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$197.3K (+$4.0K)
Filed 2026-10-23
DeDora Capital, Inc.
NEW
Shares2,857
Change+2,857
Value$140.9K
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares1,500
Change+1,500
Value$74.0K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$49 (-$15.0K)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$46.0K (+$938)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$40.5K (+$825)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares745 from 476
Change+269 (+57%)
Value$36.7K (+$13.7K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares684 from 941
Change-257 (-27%)
Value$33.7K (-$11.7K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
NEW
Shares441
Change+441
Value$21.7K
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$19.5K (+$583)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares358
Change+358
Value$17.7K
Filed 2026-10-29
CoreCap Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.9K (+$201)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$9.5K (+$194)
Filed 2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.9K (+$181)
Filed 2026-10-09
Strategic Advocates LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$5.5K (+$112)
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares1 from 91
Change-90 (-99%)
Value$49 (-$4.3K)
Filed 2026-11-04
Curran Financial Partners, LLC
CLOSED
Shares0 from 54,303
Change-54,303 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
Cypress Wealth Services, LLC
CLOSED
Shares0 from 6,527
Change-6,527 (-100%)
Value$0 (-$315.3K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-28
Abound Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 (-$25)
Filed 2026-10-26
Raymond James Financial Inc
N/A
Shares— from 641,933
Change-641,933 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 380,950
Change-380,950 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 292,430
Change-292,430 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 278,725
Change-278,725 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 233,512
Change-233,512 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 186,785
Change-186,785 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 179,376
Change-179,376 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 179,003
Change-179,003 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 178,599
Change-178,599 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 148,444
Change-148,444 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 148,241
Change-148,241 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 138,770
Change-138,770 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 134,598
Change-134,598 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 117,920
Change-117,920 (-100%)
Value—
UBS Group AG
N/A
Shares— from 109,811
Change-109,811 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 95,666
Change-95,666 (-100%)
Value—
Betterment LLC
N/A
Shares— from 91,263
Change-91,263 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 81,714
Change-81,714 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 72,785
Change-72,785 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 55,615
Change-55,615 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 46,209
Change-46,209 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 45,734
Change-45,734 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 38,579
Change-38,579 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 35,898
Change-35,898 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,366
Change-35,366 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 34,495
Change-34,495 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 33,427
Change-33,427 (-100%)
Value—
&partners
N/A
Shares— from 29,793
Change-29,793 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 29,659
Change-29,659 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,386
Change-25,386 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,451
Change-22,451 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 21,486
Change-21,486 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 19,135
Change-19,135 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,677
Change-18,677 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 18,496
Change-18,496 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 18,008
Change-18,008 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 17,052
Change-17,052 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,484
Change-16,484 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,112
Change-15,112 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,950
Change-13,950 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,080
Change-13,080 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,523
Change-8,523 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,131
Change-8,131 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,745
Change-6,745 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,949
Change-3,949 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 566
Change-566 (-100%)
Value—
Blair William & Co
N/A
Shares— from 525
Change-525 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 307
Change-307 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 201
Change-201 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 171
Change-171 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 158
Change-158 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Status
OxenFree Capital LLC
INCREASED982,124941,766+40,358+4%$45.5M$49.5M+$4.0M2026-10-07
Uptick Partners, LLC
INCREASED742,012585,228+156,784+27%$28.3M$36.6M+$8.3M2026-11-04
Truist Financial Corp
INCREASED515,842490,861+24,981+5%$23.7M$25.4M+$1.7M2026-10-30
United Advisor Group, LLC
INCREASED412,440391,287+21,153+5%$18.9M$20.3M+$1.4M2026-11-03
Kestra Advisory Services, LLC
INCREASED365,982306,494+59,488+19%$14.8M$18.0M+$3.2M2026-11-02
Weaver Capital Management LLC
DECREASED262,836277,643-14,807-5%$11.7M$13.0M+$1.3M2026-10-15
Commonwealth Equity Services, LLC
INCREASED216,782210,916+5,866+3%$10.2M$10.7M+$501.2K2026-11-02
Hegarty Advisors, LLC
INCREASED163,311151,992+11,319+7%$7.3M$8.1M+$710.8K2026-10-20
Sage Capital Management, LLC
INCREASED158,334155,447+2,887+2%$7.5M$7.8M+$298.5K2026-10-20
Fairman Group, LLC
INCREASED127,808108,020+19,788+18%$5.2M$6.3M+$1.1M2026-10-26
WealthPlan Investment Management, LLC
INCREASED86,92585,488+1,437+2%$4.1M$4.3M+$156.8K2026-10-15
Visionary Wealth Advisors
INCREASED80,13077,013+3,117+4%$3.7M$4.0M+$231.1K2026-11-04
S.A. Mason LLC
INCREASED77,12975,856+1,273+2%$3.7M$3.8M+$139.0K2026-10-13
Financial Management Network Inc
DECREASED75,24375,618-3750%$3.6M$3.7M+$115.9K2026-10-09
Creative Planning
DECREASED67,76873,163-5,395-7%$3.5M$3.3M-$192.5K2026-11-02
Stenger Family Office, LLC
DECREASED61,95667,634-5,678-8%$3.3M$3.1M-$149.7K2026-10-22
Traphagen Investment Advisors LLC
DECREASED54,32654,819-493-1%$2.6M$2.7M+$30.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED39,65942,864-3,205-7%$2.1M$2.0K-$2.1M2026-11-02
CPR Investments Inc.
INCREASED29,83222,726+7,106+31%$1.1M$1.5M+$373.2K2026-10-26
Paragon Capital Management Inc
INCREASED28,81028,382+428+2%$1.4M$1.4M+$49.6K2026-10-15
Equity Wealth Partners, LLC
INCREASED23,65522,121+1,534+7%$1.1M$1.2M+$97.8K2026-10-26
Thryve Wealth Management LLC
DECREASED22,10622,834-728-3%$1.1M$1.1M-$12.9K2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED21,14521,14500%$1.0M$1.0M+$21.3K2026-10-22
Grantvest Financial Group LLC
DECREASED21,05922,206-1,147-5%$1.1M$1.0M-$34.3K2026-10-21
Balance Wealth Partners LLC
DECREASED20,68420,890-206-1%$1.0M$1.0M+$10.8K2026-10-27
PDS Planning, Inc
INCREASED19,58119,575+6+0%$945.5K$965.4K+$20.0K2026-11-03
Woodard & Co Asset Management Group Inc
INCREASED19,45519,374+81+0%$935.8K$959.2K+$23.5K2026-11-03
Everhart Financial Group, Inc.
DECREASED17,23520,403-3,168-16%$985.5K$849.8K-$135.7K2026-10-08
Chicago Partners Investment Group LLC
INCREASED15,01515,003+12+0%$715.5K$737.5K+$21.9K2026-10-27
Future Financial Wealth Managment LLC
DECREASED13,19613,876-680-5%$661.7K$650.6K-$11.1K2026-10-15
Trilogy Capital Inc.
INCREASED12,33612,314+22+0%$594.8K$608.2K+$13.5K2026-10-20
Fulton Bank, N.A.
UNCHANGED12,00012,00000%$579.6K$591.7K+$12.1K2026-10-14
Parallel Advisors, LLC
INCREASED11,56711,565+2+0%$558.6K$570.3K+$11.7K2026-11-03
Gibson Capital, LLC
DECREASED10,65710,745-88-1%$519.0K$525.4K+$6.5K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED9,9409,307+633+7%$454.1K$497.7K+$43.6K2026-10-13
Client 1ST Advisory Group, LLC
UNCHANGED9,6229,62200%$464.7K$474.4K+$9.7K2026-10-19
TCP Asset Management, LLC
DECREASED9,5679,647-80-1%$466.0K$476.2K+$10.2K2026-10-14
Avidian Wealth Enterprises, LLC
UNCHANGED8,6908,69000%$419.7K$428.5K+$8.7K2026-10-08
Lauterbach Financial Advisors, LLC
INCREASED8,6658,643+22+0%$417.5K$427.2K+$9.8K2026-10-21
AdvisorNet Financial, Inc
INCREASED8,2538,213+40+0%$396.7K$410.7K+$14.0K2026-10-15
Redwood Family Wealth LLC
INCREASED7,6157,072+543+8%$341.6K$375.5K+$33.9K2026-10-20
Independent Financial Group, LLC
DECREASED7,4558,423-968-11%$406.8K$367.6K-$39.2K2026-10-13
Davenport & Co LLC
UNCHANGED6,6766,67600%$322.5K$329.2K+$6.7K2026-10-14
StoneX Group Inc.
DECREASED5,5229,848-4,326-44%$473.2K$272.3K-$200.9K2026-11-03
Argentarii, LLC
INCREASED5,5085,376+132+2%$267.6K$271.6K+$4.0K2026-10-28
Pacific Asset Management, LLC
UNCHANGED5,4685,46800%$264.1K$269.6K+$5.5K2026-10-15
Confluence Wealth Services, Inc.
UNCHANGED5,0155,01500%$242.2K$247.3K+$5.0K2026-11-05
Compass Financial Group, Inc
INCREASED4,8814,879+2+0%$235.7K$240.7K+$5.0K2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED4,5564,566-100%$220.5K$224.7K+$4.1K2026-10-19
Sagespring Wealth Partners, LLC
UNCHANGED4,3294,32900%$209.1K$213.4K+$4.4K2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED4,3104,270+40+1%$206.2K$212.5K+$6.3K2026-10-15
International Assets Investment Management, LLC
NEW4,170—+4,170——$206.0K—2026-11-02
Signaturefd, LLC
UNCHANGED4,0024,00200%$193.3K$197.3K+$4.0K2026-10-23
DeDora Capital, Inc.
NEW2,857—+2,857——$140.9K—2026-10-26
William Mack & Associates, Inc.
NEW1,500—+1,500——$74.0K—2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED99499400%$15.0K$49-$15.0K2026-11-04
Jnba Financial Advisors
UNCHANGED93393300%$45.1K$46.0K+$9382026-11-03
Lanark Financial, Inc.
UNCHANGED82182100%$39.7K$40.5K+$8252026-10-26
IFP Advisors, Inc
INCREASED745476+269+57%$23.0K$36.7K+$13.7K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED684941-257-27%$45.4K$33.7K-$11.7K2026-11-04
Pathway Financial Advisers, LLC
NEW441—+441——$21.7K—2026-10-27
Hughes Financial Services, LLC
UNCHANGED39139100%$18.9K$19.5K+$5832026-10-30
Next Level Wealth Planning, LLC
NEW358—+358——$17.7K—2026-10-29
CoreCap Advisors, LLC
UNCHANGED20020000%$9.7K$9.9K+$2012026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED19319300%$9.3K$9.5K+$1942026-11-03
Armstrong Advisory Group, Inc
UNCHANGED16016000%$7.7K$7.9K+$1812026-10-09
Strategic Advocates LLC
UNCHANGED11111100%$5.4K$5.5K+$1122026-11-03
Simplex Trading, LLC
DECREASED191-90-99%$4.4K$49-$4.3K2026-11-04
Curran Financial Partners, LLC
CLOSED054,303-54,303-100%$2.6M$0-$2.6M2026-11-04
Cypress Wealth Services, LLC
CLOSED06,527-6,527-100%$315.3K$0-$315.3K2026-10-21
MCF Advisors LLC
CLOSED0100-100-100%$4.8K$0-$4.8K2026-10-28
Abound Wealth Management
CLOSED000—$25$0-$252026-10-26
Raymond James Financial Inc
N/A—641,933-641,933-100%$31.0M———
Stifel Financial Corp
N/A—380,950-380,950-100%$18.4M———
Jones Financial Companies Lllp
N/A—292,430-292,430-100%$13.8M———
LPL Financial LLC
N/A—278,725-278,725-100%$13.5M———
Ethos Financial Group, LLC
N/A—233,512-233,512-100%$11.3M———
Northwestern Mutual Wealth Management Co
N/A—186,785-186,785-100%$9.0M———
Ascent Advisors, LLC
N/A—179,376-179,376-100%$8.7M———
Secured Retirement Advisors, LLC
N/A—179,003-179,003-100%$8.6M———
Foundations Investment Advisors, LLC
N/A—178,599-178,599-100%$8.6M———
Royal Bank of Canada
N/A—148,444-148,444-100%$7.2M———
Essex Financial Services, Inc.
N/A—148,241-148,241-100%$7.2M———
Envestnet Asset Management Inc
N/A—138,770-138,770-100%$6.7M———
Cetera Investment Advisers
N/A—134,598-134,598-100%$6.5M———
Bank of America Corp
N/A—117,920-117,920-100%$5.7M———
UBS Group AG
N/A—109,811-109,811-100%$5.3M———
Captrust Financial Advisors
N/A—95,666-95,666-100%$4.6M———
Betterment LLC
N/A—91,263-91,263-100%$4.4M———
Sanctuary Advisors, LLC
N/A—81,714-81,714-100%$3.9M———
Rockefeller Capital Management L.P.
N/A—72,785-72,785-100%$3.5M———
Janney Montgomery Scott LLC
N/A—55,615-55,615-100%$2.7M———
MML Investors Services, LLC
N/A—46,209-46,209-100%$2.2M———
CreativeOne Wealth, LLC
N/A—45,734-45,734-100%$2.2M———
Geneos Wealth Management Inc.
N/A—38,579-38,579-100%$1.9M———
World Investment Advisors
N/A—35,898-35,898-100%$1.5M———
Susquehanna International Group, LLP
N/A—35,366-35,366-100%$1.7M———
Natixis Advisors, LLC
N/A—34,495-34,495-100%$1.7M———
Osaic Holdings, Inc.
N/A—33,427-33,427-100%$1.6M———
&partners
N/A—29,793-29,793-100%$1.4M———
Second Half Financial Partners, LLC
N/A—29,659-29,659-100%$1.4M———
Snowden Capital Advisors LLC
N/A—25,386-25,386-100%$1.2M———
JPMorgan Chase & Co
N/A—22,451-22,451-100%$1.1M———
GTS Securities LLC
N/A—21,486-21,486-100%$1.0M———
PIN OAK Investment Advisors Inc
N/A—19,135-19,135-100%$924.0K———
Steward Partners Investment Advisory, LLC
N/A—18,677-18,677-100%$902.1K———
Immaculate Wealth Management LLC
N/A—18,496-18,496-100%$893.4K———
Goepper Burkhardt LLC
N/A—18,008-18,008-100%$869.8K———
Merit Financial Group, LLC
N/A—17,052-17,052-100%$823.6K———
PFG Investments, LLC
N/A—16,484-16,484-100%$796.2K———
Advisory Services Network, LLC
N/A—15,112-15,112-100%$729.9K———
Belpointe Asset Management LLC
N/A—13,950-13,950-100%$673.8K———
Advyzon Investment Management, LLC
N/A—13,080-13,080-100%$631.8K———
Morgan Stanley
N/A—12,005-12,005-100%$579.9K———
Goldman Sachs Group Inc
N/A—11,347-11,347-100%$548.1K———
1776 Wealth LLC
N/A—10,858-10,858-100%$524.4K———
CIBC Bancorp USA Inc.
N/A—10,413-10,413-100%$502.9K———
HighTower Advisors, LLC
N/A—10,389-10,389-100%$501.8K———
GWN Securities Inc.
N/A—10,119-10,119-100%$488.7K———
NewEdge Advisors, LLC
N/A—10,084-10,084-100%$487.1K———
Centaurus Financial, Inc.
N/A—8,572-8,572-100%$414.0K———
Harbour Investments, Inc.
N/A—8,566-8,566-100%$413.7K———
Beacon Pointe Advisors, LLC
N/A—8,523-8,523-100%$411.6K———
AQR Capital Management LLC
N/A—8,131-8,131-100%$392.7K———
AE Wealth Management LLC
N/A—7,627-7,627-100%$368.4K———
N.E.W. Advisory Services LLC
N/A—6,745-6,745-100%$325.8K———
Mariner, LLC
N/A—6,126-6,126-100%$295.9K———
Moneta Group Investment Advisors LLC
N/A—4,674-4,674-100%$225.8K———
Premier Private Wealth Management LLC
N/A—4,581-4,581-100%$221.3K———
Bessemer Group Inc
N/A—4,118-4,118-100%$199.0K———
Colonial Trust Advisors
N/A—3,949-3,949-100%$190.7K———
Aptus Capital Advisors, LLC
N/A—2,516-2,516-100%$121.4K———
IFG Advisory, LLC
N/A—1,507-1,507-100%$72.8K———
Innovative Asset Advisors Group, LLC
N/A—1,484-1,484-100%$71.7K———
FMR LLC
N/A—1,387-1,387-100%$67.0K———
Bartlett & Co. Wealth Management LLC
N/A—955-955-100%$46.1K———
Financial Life Planners
N/A—566-566-100%$27.3K———
Blair William & Co
N/A—525-525-100%$25.4K———
Clearstead Advisors, LLC
N/A—463-463-100%$22.4K———
Vanguard Advisers Inc
N/A—307-307-100%$14.8K———
Wells Fargo & Company
N/A—201-201-100%$9.7K———
Fiduciary Financial Advisors
N/A—171-171-100%$8.2K———
Keating Financial Advisory Services, Inc.
N/A—158-158-100%$7.6K———
PNC Financial Services Group, Inc.
N/A—100-100-100%$4.8K———
Meramec Financial Planners, LLC
N/A—41-41-100%$1.9K———
Showing 145 of 145 institutions