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Ishares Global GB USD HA ETF (GGOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
INCREASED
Shares1,962,701 from 1,705,355
Change+257,346 (+15%)
Value$98.3M (+$12.6M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares1,889,401 from 1,402,742
Change+486,659 (+35%)
Value$94.7M (+$24.1M)
Filed 2026-11-05
JB Capital LLC
INCREASED
Shares580,740 from 476,292
Change+104,448 (+22%)
Value$29.1M (+$5.1M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares475,529 from 373,011
Change+102,518 (+27%)
Value$23.8M (+$5.1M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares399,805 from 301,426
Change+98,379 (+33%)
Value$20.0M (+$4.9M)
Filed 2026-10-30
Vise Technologies, Inc.
NEW
Shares362,300
Change+362,300
Value$18.2M
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares346,195 from 315,874
Change+30,321 (+10%)
Value$17.3M (+$1.5M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares288,825 from 217,238
Change+71,587 (+33%)
Value$14.5M (+$3.5M)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
INCREASED
Shares277,305 from 194,989
Change+82,316 (+42%)
Value$13.9M (+$4.1M)
Filed 2026-11-02
Kelly Financial Services LLC
INCREASED
Shares254,328 from 179,662
Change+74,666 (+42%)
Value$12.7M (+$3.7M)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares232,303 from 165,748
Change+66,555 (+40%)
Value$11.6M (+$3.3M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares222,717 from 197,288
Change+25,429 (+13%)
Value$11.0M (+$1.1M)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares220,876 from 182,030
Change+38,846 (+21%)
Value$11.1M (+$1.9M)
Filed 2026-10-15
Stone House Investment Management, LLC
INCREASED
Shares215,966 from 159,892
Change+56,074 (+35%)
Value$10.8M (+$2.8M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares175,478 from 97,289
Change+78,189 (+80%)
Value$8.7M (+$3.8M)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares171,861 from 179,269
Change-7,408 (-4%)
Value$8.6M (-$405.2K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares168,611 from 157,637
Change+10,974 (+7%)
Value$8.4M (+$519.9K)
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares158,144 from 115,699
Change+42,445 (+37%)
Value$7.9M (+$2.1M)
Filed 2026-10-29
Diversify Wealth Management, LLC
INCREASED
Shares146,526 from 87,539
Change+58,987 (+67%)
Value$7.3M (+$3.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares146,526 from 87,539
Change+58,987 (+67%)
Value$7.3M (+$3.0M)
Filed 2026-10-20
Detalus Advisors, LLC
INCREASED
Shares124,298 from 73,228
Change+51,070 (+70%)
Value$6.2M (+$2.5M)
Filed 2026-10-15
Milestone Asset Management, LLC
DECREASED
Shares123,518 from 141,035
Change-17,517 (-12%)
Value$6.2M (-$904.4K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares123,238 from 52,456
Change+70,782 (+135%)
Value$6.2M (+$3.5M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares108,602 from 103,943
Change+4,659 (+4%)
Value$5.4M (+$213.7K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares101,191 from 72,928
Change+28,263 (+39%)
Value$5.1M (+$1.4M)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares96,895 from 53,160
Change+43,735 (+82%)
Value$4.9M (+$2.2M)
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED
Shares96,459 from 78,327
Change+18,132 (+23%)
Value$4.8M (+$893.5K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares95,372 from 5,568
Change+89,804 (+1613%)
Value$4.8M (+$4.5M)
Filed 2026-11-02
Cobblestone Asset Management LLC
INCREASED
Shares94,817 from 73,744
Change+21,073 (+29%)
Value$4.8M (+$1.0M)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares88,392 from 71,324
Change+17,068 (+24%)
Value$4.4M (+$841.6K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares79,199 from 61,626
Change+17,573 (+29%)
Value$4.0M (+$868.7K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares78,440 from 63,883
Change+14,557 (+23%)
Value$3.9M (+$717.2K)
Filed 2026-10-21
Core Wealth Advisors, LLC
INCREASED
Shares77,544 from 61,312
Change+16,232 (+26%)
Value$3.9M (+$801.6K)
Filed 2026-11-05
SigFig Wealth Management, LLC
INCREASED
Shares74,478 from 68,509
Change+5,969 (+9%)
Value$3.7M (+$275.1K)
Filed 2026-10-07
Focus Financial Network, Inc.
INCREASED
Shares72,860 from 49,543
Change+23,317 (+47%)
Value$3.7M (+$1.2M)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares72,284 from 53,573
Change+18,711 (+35%)
Value$3.7M (+$984.5K)
Filed 2026-11-02
Peak Wealth Management LLC
INCREASED
Shares71,531 from 68,867
Change+2,664 (+4%)
Value$3.6M (+$119.0K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares67,768 from 30,860
Change+36,908 (+120%)
Value$3.4M (+$1.8M)
Filed 2026-11-03
FFG Retirement Advisors LLC
NEW
Shares67,105
Change+67,105
Value$3.4M
Filed 2026-10-20
Hoxton Planning & Management, LLC
INCREASED
Shares60,395 from 42,945
Change+17,450 (+41%)
Value$3.0M (+$866.1K)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares59,913 from 38,009
Change+21,904 (+58%)
Value$3.0M (+$1.1M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
NEW
Shares58,633
Change+58,633
Value$2.9M
Filed 2026-10-30
ShoreHaven Wealth Partners, LLC
INCREASED
Shares56,342 from 55,439
Change+903 (+2%)
Value$2.8M (+$34.7K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED
Shares54,148 from 52,129
Change+2,019 (+4%)
Value$2.7M (+$91.3K)
Filed 2026-10-14
Beacon Capital Management, LLC
INCREASED
Shares54,033 from 19,212
Change+34,821 (+181%)
Value$2.7M (+$1.7M)
Filed 2026-10-23
Cornerstone Planning Group LLC
INCREASED
Shares52,884 from 44,106
Change+8,778 (+20%)
Value$2.6M (+$428.7K)
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares51,497 from 28,387
Change+23,110 (+81%)
Value$2.6M (+$1.2M)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares49,295 from 36,476
Change+12,819 (+35%)
Value$2.5M (+$635.3K)
Filed 2026-10-23
VestGen Advisors, LLC
INCREASED
Shares47,633 from 43,893
Change+3,740 (+9%)
Value$2.4M (+$179.0K)
Filed 2026-10-27
Newport Capital Group, LLC
NEW
Shares45,009
Change+45,009
Value$2.3M
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares44,477 from 40,476
Change+4,001 (+10%)
Value$2.2M (+$192.8K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
INCREASED
Shares43,564 from 41,142
Change+2,422 (+6%)
Value$2.2M (+$113.5K)
Filed 2026-11-05
Alterna Wealth Management, Inc
INCREASED
Shares41,434 from 33,790
Change+7,644 (+23%)
Value$2.1M (+$376.5K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares41,344 from 36,468
Change+4,876 (+13%)
Value$2.1M (+$237.4K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares40,790 from 30,979
Change+9,811 (+32%)
Value$2.0M (+$458.3K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
DECREASED
Shares39,468 from 40,567
Change-1,099 (-3%)
Value$2.0M (-$61.8K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares37,916 from 31,075
Change+6,841 (+22%)
Value$1.9M (+$336.8K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
INCREASED
Shares37,852 from 24,661
Change+13,191 (+53%)
Value$1.9M (+$656.2K)
Filed 2026-10-14
One Wealth Capital Management, LLC
INCREASED
Shares36,461 from 27,479
Change+8,982 (+33%)
Value$1.8M (+$444.8K)
Filed 2026-10-23
Centurion Wealth Management LLC
NEW
Shares35,332
Change+35,332
Value$1.8M
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares34,649 from 29,364
Change+5,285 (+18%)
Value$1.7M (+$259.2K)
Filed 2026-11-04
J.M. Arbour, LLC
INCREASED
Shares34,152 from 25,484
Change+8,668 (+34%)
Value$1.7M (+$429.4K)
Filed 2026-11-05
Atlatl Advisers LLC
INCREASED
Shares33,904 from 31,004
Change+2,900 (+9%)
Value$1.7M (+$139.4K)
Filed 2026-10-22
Verus Capital Partners, LLC
INCREASED
Shares33,877 from 27,958
Change+5,919 (+21%)
Value$1.7M (+$291.2K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares33,314 from 29,247
Change+4,067 (+14%)
Value$1.7M (+$198.2K)
Filed 2026-10-28
WealthPLAN Partners, LLC
INCREASED
Shares32,870 from 25,436
Change+7,434 (+29%)
Value$1.6M (+$367.6K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares32,773 from 23,669
Change+9,104 (+38%)
Value$1.6M (+$451.6K)
Filed 2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED
Shares31,366 from 28,848
Change+2,518 (+9%)
Value$1.6M (+$120.7K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
INCREASED
Shares31,032 from 30,002
Change+1,030 (+3%)
Value$1.6M (+$45.9K)
Filed 2026-11-02
Novem Group
NEW
Shares30,579
Change+30,579
Value$1.5M
Filed 2026-10-19
Asset One Wealth Management LLC
NEW
Shares29,402
Change+29,402
Value$1.5M
Filed 2026-11-02
Range Financial Group LLC
NEW
Shares27,201
Change+27,201
Value$1.4M
Filed 2026-10-21
Able Wealth Management LLC
INCREASED
Shares26,919 from 16,147
Change+10,772 (+67%)
Value$1.3M (+$518.3K)
Filed 2026-10-13
WealthPoint Financial, LLC
INCREASED
Shares26,789 from 21,919
Change+4,870 (+22%)
Value$1.3M (+$239.8K)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares26,110 from 22,635
Change+3,475 (+15%)
Value$1.3M (+$169.8K)
Filed 2026-10-20
Cassilly Financial Group LLC
INCREASED
Shares26,102 from 20,985
Change+5,117 (+24%)
Value$1.3M (+$252.4K)
Filed 2026-10-07
Polaris Investment Advisors, LLC
INCREASED
Shares25,514 from 16,702
Change+8,812 (+53%)
Value$1.3M (+$438.3K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
INCREASED
Shares24,094 from 17,735
Change+6,359 (+36%)
Value$1.2M (+$315.2K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares23,664 from 19,645
Change+4,019 (+20%)
Value$1.2M (+$197.6K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares23,560 from 19,644
Change+3,916 (+20%)
Value$1.2M (+$189.3K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
NEW
Shares23,131
Change+23,131
Value$1.2M
Filed 2026-11-05
Gen-Wealth Partners Inc
INCREASED
Shares23,123 from 16,821
Change+6,302 (+37%)
Value$1.2M (+$312.5K)
Filed 2026-11-04
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares21,725 from 20,841
Change+884 (+4%)
Value$1.1M (+$40.3K)
Filed 2026-10-26
PCG Asset Management, LLC
NEW
Shares21,195
Change+21,195
Value$1.1M
Filed 2026-11-05
Two West Capital Advisors LLC
INCREASED
Shares20,470 from 14,214
Change+6,256 (+44%)
Value$1.0M (+$316.0K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares20,387 from 15,581
Change+4,806 (+31%)
Value$1.0M (+$237.8K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares20,352 from 14,665
Change+5,687 (+39%)
Value$1.0M (+$282.1K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares20,246 from 15,654
Change+4,592 (+29%)
Value$1.0M (+$227.1K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares20,006 from 16,260
Change+3,746 (+23%)
Value$1.0M (+$184.6K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares19,778 from 14,445
Change+5,333 (+37%)
Value$990.9K (+$264.4K)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares19,657 from 15,766
Change+3,891 (+25%)
Value$984.8K (+$191.9K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares19,593 from 253
Change+19,340 (+7644%)
Value$981.6K (+$968.9K)
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares19,481 from 13,776
Change+5,705 (+41%)
Value$976.0K (+$283.2K)
Filed 2026-10-14
Swmg, LLC
DECREASED
Shares19,233 from 19,287
Change-54 (0%)
Value$964.9K (-$1.9K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares18,878 from 16,514
Change+2,364 (+14%)
Value$933.1K (+$104.5K)
Filed 2026-10-19
Maia Wealth LLC
NEW
Shares18,867
Change+18,867
Value$945.2K
Filed 2026-10-19
Retirement Wealth Solutions LLC
INCREASED
Shares17,239 from 14,211
Change+3,028 (+21%)
Value$863.7K (+$149.0K)
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares17,064
Change+17,064
Value$854.8K
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares16,747 from 10,322
Change+6,425 (+62%)
Value$839.0K (+$319.9K)
Filed 2026-11-03
Absolute Capital Management, LLC
INCREASED
Shares16,685 from 12,975
Change+3,710 (+29%)
Value$835.9K (+$183.4K)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares16,674 from 8,253
Change+8,421 (+102%)
Value$835.4K (+$420.3K)
Filed 2026-10-22
Integrated Wealth Management
INCREASED
Shares15,279 from 11,821
Change+3,458 (+29%)
Value$765.5K (+$171.0K)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
INCREASED
Shares14,813 from 6,219
Change+8,594 (+138%)
Value$742.1K (+$429.4K)
Filed 2026-10-20
Rossby Financial, LCC
NEW
Shares14,804
Change+14,804
Value$741.7K
Filed 2026-11-05
BCU Wealth Advisors, LLC
NEW
Shares13,723
Change+13,723
Value$687.5K
Filed 2026-10-16
SAX Wealth Advisors, LLC
NEW
Shares12,654
Change+12,654
Value$634.0K
Filed 2026-10-13
Signal Advisors Wealth, LLC
NEW
Shares12,337
Change+12,337
Value$618.1K
Filed 2026-10-13
Aspire Private Capital, LLC
INCREASED
Shares12,316 from 9,504
Change+2,812 (+30%)
Value$617.0K (+$139.1K)
Filed 2026-11-05
BOS Asset Management, LLC
INCREASED
Shares11,676 from 11,413
Change+263 (+2%)
Value$585.0K (+$11.0K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares11,661 from 9,660
Change+2,001 (+21%)
Value$584.2K (+$98.4K)
Filed 2026-11-05
Sutton Place Investors LLC
INCREASED
Shares11,591 from 9,474
Change+2,117 (+22%)
Value$580.7K (+$104.3K)
Filed 2026-10-20
Hobbs Wealth Management, LLC
INCREASED
Shares11,471 from 10,080
Change+1,391 (+14%)
Value$574.7K (+$67.8K)
Filed 2026-10-20
Merkkuri Wealth Advisors LLC
INCREASED
Shares11,306 from 9,913
Change+1,393 (+14%)
Value$566.4K (+$67.9K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
INCREASED
Shares10,545 from 535
Change+10,010 (+1871%)
Value$528.3K (+$501.4K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares10,504
Change+10,504
Value$526.3K
Filed 2026-10-27
Asempa Wealth Advisors
INCREASED
Shares10,387 from 7,159
Change+3,228 (+45%)
Value$514.1K (+$154.0K)
Filed 2026-10-07
Beacon Financial Advisory LLC
INCREASED
Shares10,359 from 6,556
Change+3,803 (+58%)
Value$519.0K (+$189.3K)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares10,336 from 5,295
Change+5,041 (+95%)
Value$517.8K (+$251.5K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
INCREASED
Shares10,274 from 6,818
Change+3,456 (+51%)
Value$514.8K (+$171.9K)
Filed 2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares10,058 from 5,981
Change+4,077 (+68%)
Value$503.9K (+$203.1K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
INCREASED
Shares10,028 from 5,441
Change+4,587 (+84%)
Value$502.4K (+$228.8K)
Filed 2026-11-02
LifeSteps Financial, Inc.
INCREASED
Shares9,882 from 793
Change+9,089 (+1146%)
Value$495.1K (+$455.2K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares9,552 from 8,118
Change+1,434 (+18%)
Value$478.6K (+$70.3K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares9,159 from 7,364
Change+1,795 (+24%)
Value$458.9K (+$88.5K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares9,144 from 15,453
Change-6,309 (-41%)
Value$458.1K (-$319.0K)
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares9,084 from 7,587
Change+1,497 (+20%)
Value$455.1K (+$73.6K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares8,776 from 6,354
Change+2,422 (+38%)
Value$439.7K (+$120.1K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
NEW
Shares8,373
Change+8,373
Value$419.5K
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED
Shares8,344 from 6,422
Change+1,922 (+30%)
Value$418.0K (+$95.1K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares8,300 from 6,735
Change+1,565 (+23%)
Value$415.8K (+$77.1K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares8,176 from 6,083
Change+2,093 (+34%)
Value$409.6K (+$103.7K)
Filed 2026-11-02
Apeiron RIA LLC
NEW
Shares7,788
Change+7,788
Value$385.4K
Filed 2026-10-08
MKT Advisors LLC
INCREASED
Shares7,596 from 6,056
Change+1,540 (+25%)
Value$377.7K (+$74.5K)
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares7,394 from 5,064
Change+2,330 (+46%)
Value$370.4K (+$115.8K)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares7,294 from 7,295
Change-1 (0%)
Value$365.4K (-$1.4K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares7,291 from 5,812
Change+1,479 (+25%)
Value$365.3K (+$73.0K)
Filed 2026-10-13
Legacy Advisory Services, LLC
NEW
Shares7,274
Change+7,274
Value$364.4K
Filed 2026-10-20
Legacy Wealth Partners, LLC
INCREASED
Shares7,257 from 5,645
Change+1,612 (+29%)
Value$363.6K (+$79.7K)
Filed 2026-10-15
Zenith Solutions, Inc.
INCREASED
Shares7,154 from 5,709
Change+1,445 (+25%)
Value$358.4K (+$71.3K)
Filed 2026-10-19
Strategy Asset Managers LLC
INCREASED
Shares7,129 from 4,170
Change+2,959 (+71%)
Value$357.2K (+$147.5K)
Filed 2026-10-14
Blue Capital, Inc.
DECREASED
Shares6,919 from 6,961
Change-42 (-1%)
Value$346.7K (-$3.4K)
Filed 2026-10-13
Arcadia Wealth Management, LLC
NEW
Shares6,673
Change+6,673
Value$334.3K
Filed 2026-10-22
Lantern Wealth Advisors, LLC
INCREASED
Shares6,660 from 4,462
Change+2,198 (+49%)
Value$333.7K (+$109.3K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares6,396
Change+6,396
Value$325
Filed 2026-11-03
Quartz Partners, LLC
INCREASED
Shares6,081 from 4,516
Change+1,565 (+35%)
Value$304.6K (+$77.5K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares5,911 from 3,231
Change+2,680 (+83%)
Value$296.1K (+$133.7K)
Filed 2026-11-03
Silverlake Wealth Management LLC
NEW
Shares5,795
Change+5,795
Value$290.3K
Filed 2026-10-21
Fulcrum Equity Management
INCREASED
Shares5,578 from 4,020
Change+1,558 (+39%)
Value$279.5K (+$77.3K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares5,569 from 4,270
Change+1,299 (+30%)
Value$279.0K (+$64.0K)
Filed 2026-10-22
MSH Capital Advisors LLC
INCREASED
Shares5,282 from 4,214
Change+1,068 (+25%)
Value$264.6K (+$52.7K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares5,273 from 5,079
Change+194 (+4%)
Value$264.2K (+$8.7K)
Filed 2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares5,173 from 4,295
Change+878 (+20%)
Value$259.2K (+$43.2K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
NEW
Shares5,132
Change+5,132
Value$257.1K
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares5,082 from 671
Change+4,411 (+657%)
Value$254.6K (+$220.9K)
Filed 2026-10-29
Lockerman Financial Group, Inc.
INCREASED
Shares5,054 from 4,171
Change+883 (+21%)
Value$253.2K (+$43.4K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares4,782 from 4,252
Change+530 (+12%)
Value$239.6K (+$25.8K)
Filed 2026-11-03
One Advisory Partners, LLC
NEW
Shares4,667
Change+4,667
Value$233.8K
Filed 2026-10-22
Midwest Financial Network, LLC
NEW
Shares4,581
Change+4,581
Value$229.5K
Filed 2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares4,496 from 4,230
Change+266 (+6%)
Value$225.3K (+$12.5K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares4,382 from 4,502
Change-120 (-3%)
Value$219.5K (-$6.9K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares4,289 from 3,391
Change+898 (+26%)
Value$214.9K (+$44.3K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
NEW
Shares4,138
Change+4,138
Value$207.3K
Filed 2026-11-05
Sowell Financial Services LLC
NEW
Shares4,130
Change+4,130
Value$206.9K
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares4,110
Change+4,110
Value$205.9K
Filed 2026-11-04
Centennial Advisors, LLC
NEW
Shares4,100
Change+4,100
Value$205.4K
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW
Shares4,056
Change+4,056
Value$203.2K
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares3,645 from 2,940
Change+705 (+24%)
Value$182.6K (+$34.8K)
Filed 2026-10-28
Kingdom Financial Group Llc.
INCREASED
Shares3,412 from 2,802
Change+610 (+22%)
Value$170.9K (+$30.0K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares2,240 from 6,333
Change-4,093 (-65%)
Value$112.2K (-$206.3K)
Filed 2026-11-05
Montgomery Financial Services LLC
INCREASED
Shares1,678 from 335
Change+1,343 (+401%)
Value$84.1K (+$67.2K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares1,522 from 324
Change+1,198 (+370%)
Value$76.3K (+$60.0K)
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares1,220
Change+1,220
Value$61.1K
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares929 from 614
Change+315 (+51%)
Value$46.5K (+$15.7K)
Filed 2026-11-02
Central Trust Co
NEW
Shares638
Change+638
Value$32.0K
Filed 2026-11-05
Gilpin Wealth Management, LLC
INCREASED
Shares452 from 36
Change+416 (+1156%)
Value$22.6K (+$20.8K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares331 from 80
Change+251 (+314%)
Value$16.6K (+$12.6K)
Filed 2026-10-26
Networth Advisors, LLC
INCREASED
Shares202 from 150
Change+52 (+35%)
Value$10.1K (+$2.6K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares177 from 164
Change+13 (+8%)
Value$8.9K (+$620)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares104 from 79
Change+25 (+32%)
Value$5.2K (+$1.2K)
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares101
Change+101
Value$5.1K
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
NEW
Shares99
Change+99
Value$5.0K
Filed 2026-10-13
Essential Partners LLC
NEW
Shares60
Change+60
Value$3.0K
Filed 2026-10-14
NBT Bank, N.A.
NEW
Shares57
Change+57
Value$2.9K
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares44
Change+44
Value$2.2K
Filed 2026-10-30
Cullen T Bankers, Inc.
NEW
Shares37
Change+37
Value$1.9K
Filed 2026-10-28
Lynch Investment Planning, LLC
NEW
Shares35
Change+35
Value$1.8K
Filed 2026-10-27
Horizon Financial Services, LLC
NEW
Shares21
Change+21
Value$1.1K
Filed 2026-11-04
Advocate Investing Services LLC
NEW
Shares3
Change+3
Value$150
Filed 2026-10-26
Scarborough Advisors, LLC
CLOSED
Shares0 from 85,033
Change-85,033 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 6,762
Change-6,762 (-100%)
Value$0 (-$340.1K)
Filed 2026-10-14
Archer Investment Corp
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$503)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 22,193,212
Change-22,193,212 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,855,216
Change-6,855,216 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,429,490
Change-2,429,490 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,382,374
Change-2,382,374 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,260,581
Change-2,260,581 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,479,773
Change-1,479,773 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,432,964
Change-1,432,964 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,350,738
Change-1,350,738 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,204,924
Change-1,204,924 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 883,720
Change-883,720 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 844,485
Change-844,485 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 698,409
Change-698,409 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 672,685
Change-672,685 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 522,734
Change-522,734 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 500,933
Change-500,933 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 361,983
Change-361,983 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 217,371
Change-217,371 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 197,897
Change-197,897 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 189,954
Change-189,954 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 172,073
Change-172,073 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 135,428
Change-135,428 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 126,232
Change-126,232 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 118,855
Change-118,855 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 113,395
Change-113,395 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 110,543
Change-110,543 (-100%)
Value—
&partners
N/A
Shares— from 99,858
Change-99,858 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 95,094
Change-95,094 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 93,125
Change-93,125 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 85,972
Change-85,972 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 82,178
Change-82,178 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 80,648
Change-80,648 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 77,503
Change-77,503 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 71,587
Change-71,587 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 69,026
Change-69,026 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 61,213
Change-61,213 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 57,751
Change-57,751 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 56,574
Change-56,574 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 55,961
Change-55,961 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 55,061
Change-55,061 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 53,284
Change-53,284 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 48,582
Change-48,582 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 42,637
Change-42,637 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 42,130
Change-42,130 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 39,852
Change-39,852 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 37,630
Change-37,630 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 37,208
Change-37,208 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,765
Change-33,765 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 32,246
Change-32,246 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 31,495
Change-31,495 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 30,318
Change-30,318 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 27,971
Change-27,971 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 26,583
Change-26,583 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,255
Change-26,255 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 26,056
Change-26,056 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 25,243
Change-25,243 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 25,053
Change-25,053 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 23,945
Change-23,945 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,828
Change-23,828 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 22,167
Change-22,167 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 20,862
Change-20,862 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,435
Change-20,435 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 19,385
Change-19,385 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 18,575
Change-18,575 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 18,347
Change-18,347 (-100%)
Value—
Invst, LLC
N/A
Shares— from 13,885
Change-13,885 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 13,510
Change-13,510 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,049
Change-13,049 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,041
Change-13,041 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 12,715
Change-12,715 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,686
Change-10,686 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,603
Change-10,603 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,348
Change-10,348 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
EFG International AG
N/A
Shares— from 7,337
Change-7,337 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 860
Change-860 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 361
Change-361 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 184
Change-184 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 59
Change-59 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 47
Change-47 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22
Change-22 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED1,962,7011,705,355+257,346+15%$85.8M$98.3M+$12.6M2026-10-26
Bank of New York Mellon Corp
INCREASED1,889,4011,402,742+486,659+35%$70.5M$94.7M+$24.1M2026-11-05
JB Capital LLC
INCREASED580,740476,292+104,448+22%$24.0M$29.1M+$5.1M2026-10-19
Commonwealth Equity Services, LLC
INCREASED475,529373,011+102,518+27%$18.8M$23.8M+$5.1M2026-11-02
Truist Financial Corp
INCREASED399,805301,426+98,379+33%$15.2M$20.0M+$4.9M2026-10-30
Vise Technologies, Inc.
NEW362,300—+362,300——$18.2M—2026-10-29
Sharkey, Howes & Javer
INCREASED346,195315,874+30,321+10%$15.9M$17.3M+$1.5M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED288,825217,238+71,587+33%$10.9M$14.5M+$3.5M2026-11-02
Horst & Graben Wealth Management LLC
INCREASED277,305194,989+82,316+42%$9.8M$13.9M+$4.1M2026-11-02
Kelly Financial Services LLC
INCREASED254,328179,662+74,666+42%$9.0M$12.7M+$3.7M2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED232,303165,748+66,555+40%$8.3M$11.6M+$3.3M2026-10-13
Thrivent Financial for Lutherans
INCREASED222,717197,288+25,429+13%$9.9M$11.0M+$1.1M2026-11-05
Atria Investments, Inc
INCREASED220,876182,030+38,846+21%$9.2M$11.1M+$1.9M2026-10-15
Stone House Investment Management, LLC
INCREASED215,966159,892+56,074+35%$8.0M$10.8M+$2.8M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED175,47897,289+78,189+80%$4.9M$8.7M+$3.8M2026-10-13
SteelPeak Wealth, LLC
DECREASED171,861179,269-7,408-4%$9.0M$8.6M-$405.2K2026-10-16
Integrity Alliance, Llc.
INCREASED168,611157,637+10,974+7%$7.9M$8.4M+$519.9K2026-10-29
Trek Financial, LLC
INCREASED158,144115,699+42,445+37%$5.8M$7.9M+$2.1M2026-10-29
Diversify Wealth Management, LLC
INCREASED146,52687,539+58,987+67%$4.4M$7.3M+$3.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED146,52687,539+58,987+67%$4.4M$7.3M+$3.0M2026-10-20
Detalus Advisors, LLC
INCREASED124,29873,228+51,070+70%$3.7M$6.2M+$2.5M2026-10-15
Milestone Asset Management, LLC
DECREASED123,518141,035-17,517-12%$7.1M$6.2M-$904.4K2026-10-15
Citigroup Inc
INCREASED123,23852,456+70,782+135%$2.6M$6.2M+$3.5M2026-11-04
Brookstone Capital Management
INCREASED108,602103,943+4,659+4%$5.2M$5.4M+$213.7K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED101,19172,928+28,263+39%$3.7M$5.1M+$1.4M2026-10-16
Simplicity Wealth,LLC
INCREASED96,89553,160+43,735+82%$2.7M$4.9M+$2.2M2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED96,45978,327+18,132+23%$3.9M$4.8M+$893.5K2026-11-03
Kestra Advisory Services, LLC
INCREASED95,3725,568+89,804+1613%$280.0K$4.8M+$4.5M2026-11-02
Cobblestone Asset Management LLC
INCREASED94,81773,744+21,073+29%$3.7M$4.8M+$1.0M2026-10-13
Blue Trust, Inc.
INCREASED88,39271,324+17,068+24%$3.6M$4.4M+$841.6K2026-10-15
Farther Finance Advisors, LLC
INCREASED79,19961,626+17,573+29%$3.1M$4.0M+$868.7K2026-10-08
Assetmark, Inc
INCREASED78,44063,883+14,557+23%$3.2M$3.9M+$717.2K2026-10-21
Core Wealth Advisors, LLC
INCREASED77,54461,312+16,232+26%$3.1M$3.9M+$801.6K2026-11-05
SigFig Wealth Management, LLC
INCREASED74,47868,509+5,969+9%$3.5M$3.7M+$275.1K2026-10-07
Focus Financial Network, Inc.
INCREASED72,86049,543+23,317+47%$2.5M$3.7M+$1.2M2026-10-14
Sovran Advisors, LLC
INCREASED72,28453,573+18,711+35%$2.7M$3.7M+$984.5K2026-11-02
Peak Wealth Management LLC
INCREASED71,53168,867+2,664+4%$3.5M$3.6M+$119.0K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED67,76830,860+36,908+120%$1.6M$3.4M+$1.8M2026-11-03
FFG Retirement Advisors LLC
NEW67,105—+67,105——$3.4M—2026-10-20
Hoxton Planning & Management, LLC
INCREASED60,39542,945+17,450+41%$2.2M$3.0M+$866.1K2026-10-15
Csenge Advisory Group
INCREASED59,91338,009+21,904+58%$1.9M$3.0M+$1.1M2026-11-04
Kestra Private Wealth Services, LLC
NEW58,633—+58,633——$2.9M—2026-10-30
ShoreHaven Wealth Partners, LLC
INCREASED56,34255,439+903+2%$2.8M$2.8M+$34.7K2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED54,14852,129+2,019+4%$2.6M$2.7M+$91.3K2026-10-14
Beacon Capital Management, LLC
INCREASED54,03319,212+34,821+181%$966.2K$2.7M+$1.7M2026-10-23
Cornerstone Planning Group LLC
INCREASED52,88444,106+8,778+20%$2.2M$2.6M+$428.7K2026-10-16
Balefire, LLC
INCREASED51,49728,387+23,110+81%$1.4M$2.6M+$1.2M2026-10-09
Apollon Wealth Management, LLC
INCREASED49,29536,476+12,819+35%$1.8M$2.5M+$635.3K2026-10-23
VestGen Advisors, LLC
INCREASED47,63343,893+3,740+9%$2.2M$2.4M+$179.0K2026-10-27
Newport Capital Group, LLC
NEW45,009—+45,009——$2.3M—2026-10-16
Independent Financial Group, LLC
INCREASED44,47740,476+4,001+10%$2.0M$2.2M+$192.8K2026-10-13
Endeavor Private Wealth, Inc.
INCREASED43,56441,142+2,422+6%$2.1M$2.2M+$113.5K2026-11-05
Alterna Wealth Management, Inc
INCREASED41,43433,790+7,644+23%$1.7M$2.1M+$376.5K2026-10-27
RFG Advisory, LLC
INCREASED41,34436,468+4,876+13%$1.8M$2.1M+$237.4K2026-11-03
Cypress Wealth Services, LLC
INCREASED40,79030,979+9,811+32%$1.6M$2.0M+$458.3K2026-10-21
Ashton Thomas Securities, LLC
DECREASED39,46840,567-1,099-3%$2.0M$2.0M-$61.8K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED37,91631,075+6,841+22%$1.6M$1.9M+$336.8K2026-11-05
Tempus Wealth Planning, LLC
INCREASED37,85224,661+13,191+53%$1.2M$1.9M+$656.2K2026-10-14
One Wealth Capital Management, LLC
INCREASED36,46127,479+8,982+33%$1.4M$1.8M+$444.8K2026-10-23
Centurion Wealth Management LLC
NEW35,332—+35,332——$1.8M—2026-10-13
Pinion Investment Advisors, LLC
INCREASED34,64929,364+5,285+18%$1.5M$1.7M+$259.2K2026-11-04
J.M. Arbour, LLC
INCREASED34,15225,484+8,668+34%$1.3M$1.7M+$429.4K2026-11-05
Atlatl Advisers LLC
INCREASED33,90431,004+2,900+9%$1.6M$1.7M+$139.4K2026-10-22
Verus Capital Partners, LLC
INCREASED33,87727,958+5,919+21%$1.4M$1.7M+$291.2K2026-11-03
MGO One Seven LLC
INCREASED33,31429,247+4,067+14%$1.5M$1.7M+$198.2K2026-10-28
WealthPLAN Partners, LLC
INCREASED32,87025,436+7,434+29%$1.3M$1.6M+$367.6K2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED32,77323,669+9,104+38%$1.2M$1.6M+$451.6K2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED31,36628,848+2,518+9%$1.5M$1.6M+$120.7K2026-10-19
BridgePort Financial Solutions, LLC
INCREASED31,03230,002+1,030+3%$1.5M$1.6M+$45.9K2026-11-02
Novem Group
NEW30,579—+30,579——$1.5M—2026-10-19
Asset One Wealth Management LLC
NEW29,402—+29,402——$1.5M—2026-11-02
Range Financial Group LLC
NEW27,201—+27,201——$1.4M—2026-10-21
Able Wealth Management LLC
INCREASED26,91916,147+10,772+67%$812.0K$1.3M+$518.3K2026-10-13
WealthPoint Financial, LLC
INCREASED26,78921,919+4,870+22%$1.1M$1.3M+$239.8K2026-11-03
Portfolio Resources Advisor Group, Inc.
INCREASED26,11022,635+3,475+15%$1.1M$1.3M+$169.8K2026-10-20
Cassilly Financial Group LLC
INCREASED26,10220,985+5,117+24%$1.1M$1.3M+$252.4K2026-10-07
Polaris Investment Advisors, LLC
INCREASED25,51416,702+8,812+53%$839.9K$1.3M+$438.3K2026-10-20
JFS Wealth Advisors, LLC
INCREASED24,09417,735+6,359+36%$891.9K$1.2M+$315.2K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED23,66419,645+4,019+20%$987.9K$1.2M+$197.6K2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED23,56019,644+3,916+20%$991.0K$1.2M+$189.3K2026-10-13
Marks Group Wealth Management, Inc
NEW23,131—+23,131——$1.2M—2026-11-05
Gen-Wealth Partners Inc
INCREASED23,12316,821+6,302+37%$845.9K$1.2M+$312.5K2026-11-04
B.O.S.S. Retirement Advisors, LLC
INCREASED21,72520,841+884+4%$1.0M$1.1M+$40.3K2026-10-26
PCG Asset Management, LLC
NEW21,195—+21,195——$1.1M—2026-11-05
Two West Capital Advisors LLC
INCREASED20,47014,214+6,256+44%$709.1K$1.0M+$316.0K2026-10-15
RDA Financial Network
INCREASED20,38715,581+4,806+31%$783.6K$1.0M+$237.8K2026-10-15
Mather Group, Llc.
INCREASED20,35214,665+5,687+39%$737.5K$1.0M+$282.1K2026-10-14
IFP Advisors, Inc
INCREASED20,24615,654+4,592+29%$787.2K$1.0M+$227.1K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED20,00616,260+3,746+23%$817.7K$1.0M+$184.6K2026-10-13
CoreCap Advisors, LLC
INCREASED19,77814,445+5,333+37%$726.4K$990.9K+$264.4K2026-10-08
First Heartland Consultants, Inc.
INCREASED19,65715,766+3,891+25%$792.9K$984.8K+$191.9K2026-10-08
Creative Financial Designs Inc
INCREASED19,593253+19,340+7644%$12.7K$981.6K+$968.9K2026-11-04
XY Planning Network, Inc.
INCREASED19,48113,776+5,705+41%$692.8K$976.0K+$283.2K2026-10-14
Swmg, LLC
DECREASED19,23319,287-540%$966.9K$964.9K-$1.9K2026-10-23
CFS Investment Advisory Services, LLC
INCREASED18,87816,514+2,364+14%$828.7K$933.1K+$104.5K2026-10-19
Maia Wealth LLC
NEW18,867—+18,867——$945.2K—2026-10-19
Retirement Wealth Solutions LLC
INCREASED17,23914,211+3,028+21%$714.7K$863.7K+$149.0K2026-10-07
Ascentis Independent Advisors
NEW17,064—+17,064——$854.8K—2026-11-03
FWG Investments, Llc.
INCREASED16,74710,322+6,425+62%$519.1K$839.0K+$319.9K2026-11-03
Absolute Capital Management, LLC
INCREASED16,68512,975+3,710+29%$652.5K$835.9K+$183.4K2026-10-16
Strategic Blueprint, LLC
INCREASED16,6748,253+8,421+102%$415.0K$835.4K+$420.3K2026-10-22
Integrated Wealth Management
INCREASED15,27911,821+3,458+29%$594.5K$765.5K+$171.0K2026-10-19
Parkway Wealth Management Group, LLC
INCREASED14,8136,219+8,594+138%$312.8K$742.1K+$429.4K2026-10-20
Rossby Financial, LCC
NEW14,804—+14,804——$741.7K—2026-11-05
BCU Wealth Advisors, LLC
NEW13,723—+13,723——$687.5K—2026-10-16
SAX Wealth Advisors, LLC
NEW12,654—+12,654——$634.0K—2026-10-13
Signal Advisors Wealth, LLC
NEW12,337—+12,337——$618.1K—2026-10-13
Aspire Private Capital, LLC
INCREASED12,3169,504+2,812+30%$478.0K$617.0K+$139.1K2026-11-05
BOS Asset Management, LLC
INCREASED11,67611,413+263+2%$574.0K$585.0K+$11.0K2026-10-09
Fifth Third Bancorp
INCREASED11,6619,660+2,001+21%$485.8K$584.2K+$98.4K2026-11-05
Sutton Place Investors LLC
INCREASED11,5919,474+2,117+22%$476.4K$580.7K+$104.3K2026-10-20
Hobbs Wealth Management, LLC
INCREASED11,47110,080+1,391+14%$506.9K$574.7K+$67.8K2026-10-20
Merkkuri Wealth Advisors LLC
INCREASED11,3069,913+1,393+14%$498.5K$566.4K+$67.9K2026-11-03
Elevated Capital Advisors, LLC
INCREASED10,545535+10,010+1871%$26.9K$528.3K+$501.4K2026-11-04
Latitude Advisors, LLC
NEW10,504—+10,504——$526.3K—2026-10-27
Asempa Wealth Advisors
INCREASED10,3877,159+3,228+45%$360.0K$514.1K+$154.0K2026-10-07
Beacon Financial Advisory LLC
INCREASED10,3596,556+3,803+58%$329.7K$519.0K+$189.3K2026-10-16
Key Capital Management, Inc
INCREASED10,3365,295+5,041+95%$266.3K$517.8K+$251.5K2026-11-03
Firethorn Wealth Partners, LLC
INCREASED10,2746,818+3,456+51%$342.9K$514.8K+$171.9K2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED10,0585,981+4,077+68%$300.8K$503.9K+$203.1K2026-10-16
Lloyd Advisory Services, Llc.
INCREASED10,0285,441+4,587+84%$273.6K$502.4K+$228.8K2026-11-02
LifeSteps Financial, Inc.
INCREASED9,882793+9,089+1146%$39.9K$495.1K+$455.2K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED9,5528,118+1,434+18%$408.3K$478.6K+$70.3K2026-11-05
Perigon Wealth Management, LLC
INCREASED9,1597,364+1,795+24%$370.3K$458.9K+$88.5K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED9,14415,453-6,309-41%$777.1K$458.1K-$319.0K2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED9,0847,587+1,497+20%$381.6K$455.1K+$73.6K2026-10-14
Private Trust Co NA
INCREASED8,7766,354+2,422+38%$319.5K$439.7K+$120.1K2026-10-20
Y-Intercept (Hong Kong) Ltd
NEW8,373—+8,373——$419.5K—2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED8,3446,422+1,922+30%$323.0K$418.0K+$95.1K2026-10-20
Sigma Planning Corp
INCREASED8,3006,735+1,565+23%$338.7K$415.8K+$77.1K2026-10-23
W Advisors, LLC
INCREASED8,1766,083+2,093+34%$305.9K$409.6K+$103.7K2026-11-02
Apeiron RIA LLC
NEW7,788—+7,788——$385.4K—2026-10-08
MKT Advisors LLC
INCREASED7,5966,056+1,540+25%$303.2K$377.7K+$74.5K2026-10-20
LongView Wealth Management
INCREASED7,3945,064+2,330+46%$254.7K$370.4K+$115.8K2026-10-19
Davenport & Co LLC
DECREASED7,2947,295-10%$366.9K$365.4K-$1.4K2026-10-14
Cape Investment Advisory, Inc.
INCREASED7,2915,812+1,479+25%$292.3K$365.3K+$73.0K2026-10-13
Legacy Advisory Services, LLC
NEW7,274—+7,274——$364.4K—2026-10-20
Legacy Wealth Partners, LLC
INCREASED7,2575,645+1,612+29%$283.9K$363.6K+$79.7K2026-10-15
Zenith Solutions, Inc.
INCREASED7,1545,709+1,445+25%$287.1K$358.4K+$71.3K2026-10-19
Strategy Asset Managers LLC
INCREASED7,1294,170+2,959+71%$209.7K$357.2K+$147.5K2026-10-14
Blue Capital, Inc.
DECREASED6,9196,961-42-1%$350.1K$346.7K-$3.4K2026-10-13
Arcadia Wealth Management, LLC
NEW6,673—+6,673——$334.3K—2026-10-22
Lantern Wealth Advisors, LLC
INCREASED6,6604,462+2,198+49%$224.4K$333.7K+$109.3K2026-10-22
M Holdings Securities, Inc.
NEW6,396—+6,396——$325—2026-11-03
Quartz Partners, LLC
INCREASED6,0814,516+1,565+35%$227.1K$304.6K+$77.5K2026-11-03
Parallel Advisors, LLC
INCREASED5,9113,231+2,680+83%$162.5K$296.1K+$133.7K2026-11-03
Silverlake Wealth Management LLC
NEW5,795—+5,795——$290.3K—2026-10-21
Fulcrum Equity Management
INCREASED5,5784,020+1,558+39%$202.2K$279.5K+$77.3K2026-10-21
Wedbush Securities Inc
INCREASED5,5694,270+1,299+30%$215.0K$279.0K+$64.0K2026-10-22
MSH Capital Advisors LLC
INCREASED5,2824,214+1,068+25%$211.9K$264.6K+$52.7K2026-11-03
Avantra Family Wealth, Inc.
INCREASED5,2735,079+194+4%$255.4K$264.2K+$8.7K2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED5,1734,295+878+20%$216.0K$259.2K+$43.2K2026-10-16
Spinnaker Investment Group, LLC
NEW5,132—+5,132——$257.1K—2026-10-13
Signature Equity Partners, LLC
INCREASED5,082671+4,411+657%$33.7K$254.6K+$220.9K2026-10-29
Lockerman Financial Group, Inc.
INCREASED5,0544,171+883+21%$209.8K$253.2K+$43.4K2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED4,7824,252+530+12%$213.8K$239.6K+$25.8K2026-11-03
One Advisory Partners, LLC
NEW4,667—+4,667——$233.8K—2026-10-22
Midwest Financial Network, LLC
NEW4,581—+4,581——$229.5K—2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED4,4964,230+266+6%$212.7K$225.3K+$12.5K2026-11-03
Compound Planning, Inc.
DECREASED4,3824,502-120-3%$226.4K$219.5K-$6.9K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED4,2893,391+898+26%$170.5K$214.9K+$44.3K2026-11-04
Stirlingshire Investments, Inc.
NEW4,138—+4,138——$207.3K—2026-11-05
Sowell Financial Services LLC
NEW4,130—+4,130——$206.9K—2026-10-23
Rose Capital Advisors LLC
NEW4,110—+4,110——$205.9K—2026-11-04
Centennial Advisors, LLC
NEW4,100—+4,100——$205.4K—2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW4,056—+4,056——$203.2K—2026-10-27
Raleigh Capital Management Inc.
INCREASED3,6452,940+705+24%$147.9K$182.6K+$34.8K2026-10-28
Kingdom Financial Group Llc.
INCREASED3,4122,802+610+22%$140.9K$170.9K+$30.0K2026-11-04
US Bancorp \de\
DECREASED2,2406,333-4,093-65%$318.5K$112.2K-$206.3K2026-11-05
Montgomery Financial Services LLC
INCREASED1,678335+1,343+401%$16.8K$84.1K+$67.2K2026-11-03
Golden State Wealth Management, LLC
INCREASED1,522324+1,198+370%$16.3K$76.3K+$60.0K2026-11-02
Heritage Family Offices, LLP
NEW1,220—+1,220——$61.1K—2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED929614+315+51%$30.9K$46.5K+$15.7K2026-11-02
Central Trust Co
NEW638—+638——$32.0K—2026-11-05
Gilpin Wealth Management, LLC
INCREASED45236+416+1156%$1.8K$22.6K+$20.8K2026-10-09
Lanark Financial, Inc.
INCREASED33180+251+314%$4.0K$16.6K+$12.6K2026-10-26
Networth Advisors, LLC
INCREASED202150+52+35%$7.5K$10.1K+$2.6K2026-11-03
Harbor Investment Advisory, LLC
INCREASED177164+13+8%$8.2K$8.9K+$6202026-10-13
Silver Grove Financial Group, Inc.
INCREASED10479+25+32%$4.0K$5.2K+$1.2K2026-11-05
SJS Investment Consulting Inc.
NEW101—+101——$5.1K—2026-10-26
Beacon Investment Advisory Services, Inc.
NEW99—+99——$5.0K—2026-10-13
Essential Partners LLC
NEW60—+60——$3.0K—2026-10-14
NBT Bank, N.A.
NEW57—+57——$2.9K—2026-10-21
Team Financial Group, LLC
NEW44—+44——$2.2K—2026-10-30
Cullen T Bankers, Inc.
NEW37—+37——$1.9K—2026-10-28
Lynch Investment Planning, LLC
NEW35—+35——$1.8K—2026-10-27
Horizon Financial Services, LLC
NEW21—+21——$1.1K—2026-11-04
Advocate Investing Services LLC
NEW3—+3——$150—2026-10-26
Scarborough Advisors, LLC
CLOSED085,033-85,033-100%$4.3M$0-$4.3M2026-10-16
World Equity Group, Inc.
CLOSED06,762-6,762-100%$340.1K$0-$340.1K2026-10-14
Archer Investment Corp
CLOSED025-25-100%$1.3K$0-$1.3K2026-11-05
AdvisorNet Financial, Inc
CLOSED010-10-100%$503$0-$5032026-10-15
Envestnet Asset Management Inc
N/A—22,193,212-22,193,212-100%$1.1B———
LPL Financial LLC
N/A—6,855,216-6,855,216-100%$344.7M———
Morgan Stanley
N/A—2,429,490-2,429,490-100%$122.2M———
JPMorgan Chase & Co
N/A—2,382,374-2,382,374-100%$120.2M———
Envestnet Portfolio Solutions, Inc.
N/A—2,260,581-2,260,581-100%$113.7M———
MML Investors Services, LLC
N/A—1,479,773-1,479,773-100%$74.4M———
Cetera Investment Advisers
N/A—1,432,964-1,432,964-100%$72.1M———
Janney Montgomery Scott LLC
N/A—1,350,738-1,350,738-100%$67.9M———
OneDigital Investment Advisors LLC
N/A—1,204,924-1,204,924-100%$60.6M———
BlackRock, Inc.
N/A—883,720-883,720-100%$44.4M———
Merit Financial Group, LLC
N/A—844,485-844,485-100%$42.5M———
United Capital Financial Advisors, LLC
N/A—698,409-698,409-100%$35.1M———
Foundations Investment Advisors, LLC
N/A—672,685-672,685-100%$33.8M———
Sanctuary Advisors, LLC
N/A—522,734-522,734-100%$26.3M———
Stifel Financial Corp
N/A—500,933-500,933-100%$25.2M———
NewEdge Advisors, LLC
N/A—361,983-361,983-100%$18.2M———
AE Wealth Management LLC
N/A—217,371-217,371-100%$10.9M———
Royal Bank of Canada
N/A—197,897-197,897-100%$10.0M———
Cerity Partners LLC
N/A—189,954-189,954-100%$9.6M———
Icon Wealth Advisors, LLC
N/A—172,073-172,073-100%$8.7M———
One Wealth Advisors, LLC
N/A—135,428-135,428-100%$6.8M———
Orion Porfolio Solutions, LLC
N/A—126,232-126,232-100%$6.3M———
JT Stratford LLC
N/A—118,855-118,855-100%$6.0M———
Global Retirement Partners, LLC
N/A—113,395-113,395-100%$5.7M———
Modern Wealth Management, LLC
N/A—110,543-110,543-100%$5.6M———
&partners
N/A—99,858-99,858-100%$5.1M———
PAX Financial Group, LLC
N/A—95,094-95,094-100%$4.8M———
Capital Analysts, LLC
N/A—93,125-93,125-100%$4.7M———
Regal Investment Advisors LLC
N/A—85,972-85,972-100%$4.3M———
Keystone Financial Services
N/A—82,178-82,178-100%$4.1M———
Wealth Alliance, LLC
N/A—80,648-80,648-100%$4.1M———
Legacy Financial Group LLC
N/A—77,503-77,503-100%$3.9M———
Arax Advisory Partners
N/A—71,587-71,587-100%$3.6M———
Principal Securities, Inc.
N/A—69,026-69,026-100%$3.5M———
Mayflower Financial Advisors, LLC
N/A—61,213-61,213-100%$3.1M———
WCG Wealth Advisors LLC
N/A—57,751-57,751-100%$2.9M———
Daviman Financial, LLC
N/A—56,574-56,574-100%$2.8M———
Curtis Wealth Management LLC
N/A—55,961-55,961-100%$2.8M———
Strategies Wealth Advisors, LLC
N/A—55,061-55,061-100%$2.8M———
Shared Vision Wealth Group LLC
N/A—53,284-53,284-100%$2.7M———
Chatterton & Associates Inc.
N/A—48,582-48,582-100%$2.4M———
Twin Peaks Wealth Advisors, LLC
N/A—42,637-42,637-100%$2.1M———
World Investment Advisors
N/A—42,130-42,130-100%$2.1M———
Theory Financial LLC
N/A—39,852-39,852-100%$2.0M———
WealthShield Partners, LLC
N/A—37,630-37,630-100%$1.9M———
Mercer Global Advisors Inc
N/A—37,208-37,208-100%$1.9M———
Jane Street Group, LLC
N/A—33,765-33,765-100%$1.7M———
Advisory Services Network, LLC
N/A—32,246-32,246-100%$1.6M———
Tradition Wealth Management, LLC
N/A—31,495-31,495-100%$1.6M———
Seeds Investor LLC
N/A—30,318-30,318-100%$1.5M———
HighTower Advisors, LLC
N/A—27,971-27,971-100%$1.4M———
Redwood Investment Management, LLC
N/A—26,583-26,583-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—26,255-26,255-100%$1.3M———
Elequin Capital, LP
N/A—26,056-26,056-100%$1.3M———
Rothschild Wealth LLC
N/A—25,243-25,243-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—25,053-25,053-100%$1.3M———
M1 Capital Management LLC
N/A—23,945-23,945-100%$1.2M———
Osaic Holdings, Inc.
N/A—23,828-23,828-100%$1.2M———
Keebeck Wealth Management
N/A—22,167-22,167-100%$1.1M———
Beto Financial Group, LLC
N/A—20,862-20,862-100%$1.0M———
Susquehanna International Group, LLP
N/A—20,435-20,435-100%$1.0M———
Davis Wealth Advisors, LLC
N/A—20,128-20,128-100%$1.0M———
JPL Wealth Management, LLC
N/A—19,385-19,385-100%$974.9K———
Hopwood Nicholas Hunter
N/A—18,575-18,575-100%$934.1K———
Capital Investment Management, Inc.
N/A—18,347-18,347-100%$922.7K———
Invst, LLC
N/A—13,885-13,885-100%$698.3K———
WealthTrak Capital Management LLC
N/A—13,510-13,510-100%$679.4K———
Harbour Investments, Inc.
N/A—13,049-13,049-100%$656.2K———
Advyzon Investment Management, LLC
N/A—13,041-13,041-100%$655.8K———
Wealthgarden F.S. LLC
N/A—12,721-12,721-100%$639.7K———
Cary Street Partners Investment Advisory LLC
N/A—12,715-12,715-100%$639.4K———
Ausdal Financial Partners, Inc.
N/A—10,686-10,686-100%$537.4K———
Arkadios Wealth Advisors
N/A—10,603-10,603-100%$533.2K———
Steward Partners Investment Advisory, LLC
N/A—10,348-10,348-100%$520.4K———
Transamerica Financial Advisors, LLC
N/A—10,133-10,133-100%$509.6K———
Transcend Capital Advisors, LLC
N/A—9,905-9,905-100%$498.1K———
GatePass Capital, LLC
N/A—9,566-9,566-100%$481.1K———
Argent Trust Co
N/A—9,303-9,303-100%$467.8K———
FLP Wealth Management, LLC
N/A—8,993-8,993-100%$452.3K———
Resurgent Financial Advisors LLC
N/A—8,761-8,761-100%$440.6K———
GeoWealth Management, LLC
N/A—8,147-8,147-100%$409.7K———
Founders Financial Alliance, LLC
N/A—8,059-8,059-100%$405.3K———
Nwam LLC
N/A—8,010-8,010-100%$402.8K———
CFO4Life Group, LLC
N/A—8,008-8,008-100%$402.7K———
Brookwood Investment Group LLC
N/A—7,980-7,980-100%$401.3K———
Sovereign Financial Group, Inc.
N/A—7,720-7,720-100%$388.2K———
EFG International AG
N/A—7,337-7,337-100%$369.0K———
BFC Planning, Inc.
N/A—6,949-6,949-100%$349.5K———
Blalock Williams, LLC
N/A—6,746-6,746-100%$339.3K———
Mutual Advisors, LLC
N/A—6,730-6,730-100%$338.5K———
Cadia Private Client LLC
N/A—6,415-6,415-100%$322.6K———
Mariner, LLC
N/A—6,357-6,357-100%$319.7K———
Kickstand Ventures, Llc.
N/A—5,989-5,989-100%$301.2K———
VestGen Investment Management
N/A—5,982-5,982-100%$300.8K———
LifePlan Investment Advisors, Inc.
N/A—5,294-5,294-100%$266.2K———
Beacon Pointe Advisors, LLC
N/A—4,958-4,958-100%$249.3K———
Legacy Edge Advisors, LLC
N/A—4,908-4,908-100%$246.8K———
Empirical Asset Management, LLC
N/A—4,872-4,872-100%$245.0K———
Pinnacle Family Advisors, LLC
N/A—4,823-4,823-100%$242.5K———
PFG Investments, LLC
N/A—4,693-4,693-100%$236.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,879-3,879-100%$195.1K———
IFG Advisory, LLC
N/A—3,745-3,745-100%$188.3K———
Continuum Advisory, LLC
N/A—3,738-3,738-100%$188.0K———
Capital Advisor Network LLC
N/A—1,926-1,926-100%$96.9K———
Imprint Wealth LLC
N/A—1,484-1,484-100%$74.6K———
Fiduciary Financial Advisors
N/A—860-860-100%$43.3K———
Vision Retirement, LLC
N/A—804-804-100%$40.4K———
Huntington National Bank
N/A—361-361-100%$18.2K———
Kilter Group LLC
N/A—196-196-100%$9.9K———
Aptus Capital Advisors, LLC
N/A—193-193-100%$9.7K———
Park Place Capital Corp
N/A—184-184-100%$9.3K———
Cary Street Partners Financial LLC
N/A—65-65-100%$3.3K———
Wells Fargo & Company
N/A—59-59-100%$3.0K———
Rockefeller Capital Management L.P.
N/A—55-55-100%$2.8K———
Jones Financial Companies Lllp
N/A—47-47-100%$2.4K———
Northwestern Mutual Wealth Management Co
N/A—22-22-100%$1.1K———
Tidemark, LLC
N/A—12-12-100%$603———
Showing 309 of 309 institutions