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Ishrs SYS ALT ACT ETF (IALT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
INCREASED
Shares4,047,440 from 3,894,852
Change+152,588 (+4%)
Value$120.9M (+$11.6M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares3,328,273 from 3,176,236
Change+152,037 (+5%)
Value$99.4M (+$10.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares1,845,787 from 1,210,835
Change+634,952 (+52%)
Value$55.1M (+$21.2M)
Filed 2026-11-02
Trek Financial, LLC
INCREASED
Shares1,470,116 from 261,123
Change+1,208,993 (+463%)
Value$43.9M (+$36.6M)
Filed 2026-10-29
Cardinal Point Capital Management ULC
NEW
Shares1,324,545
Change+1,324,545
Value$39.6M
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares1,298,594 from 178,680
Change+1,119,914 (+627%)
Value$38.8M (+$33.8M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares1,180,593 from 778,017
Change+402,576 (+52%)
Value$35.2M (+$13.4M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares1,155,791 from 632,999
Change+522,792 (+83%)
Value$34.5M (+$16.8M)
Filed 2026-10-29
JB Capital LLC
DECREASED
Shares1,116,282 from 1,151,918
Change-35,636 (-3%)
Value$33.3M (+$1.0M)
Filed 2026-10-19
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares1,098,849 from 987,034
Change+111,815 (+11%)
Value$32.8M (+$5.1M)
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares952,919 from 865,284
Change+87,635 (+10%)
Value$28.5M (+$4.2M)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
NEW
Shares935,066
Change+935,066
Value$27.9M
Filed 2026-10-20
Shepherd Financial Partners LLC
INCREASED
Shares848,817 from 631,412
Change+217,405 (+34%)
Value$25.3M (+$7.6M)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares828,332 from 819,283
Change+9,049 (+1%)
Value$24.7M (+$1.8M)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares707,520 from 642,668
Change+64,852 (+10%)
Value$21.1M (+$3.1M)
Filed 2026-10-30
Horst & Graben Wealth Management LLC
INCREASED
Shares643,484 from 576,850
Change+66,634 (+12%)
Value$19.2M (+$3.0M)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares570,711 from 533,574
Change+37,137 (+7%)
Value$17.0M (+$2.1M)
Filed 2026-10-14
Security Financial Services, Inc.
INCREASED
Shares557,707 from 490,881
Change+66,826 (+14%)
Value$16.7M (+$2.9M)
Filed 2026-10-29
Pettinga Financial Advisors LLC
INCREASED
Shares547,961 from 529,984
Change+17,977 (+3%)
Value$16.4M (+$1.5M)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares540,019 from 515,750
Change+24,269 (+5%)
Value$16.2M (+$1.8M)
Filed 2026-10-19
Goldstein Advisors, LLC
INCREASED
Shares529,290 from 526,954
Change+2,336 (+0%)
Value$15.8M (+$1.0M)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares528,966 from 339,171
Change+189,795 (+56%)
Value$15.8M (+$6.3M)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
NEW
Shares526,154
Change+526,154
Value$15.7M
Filed 2026-11-03
Buttonwood Financial Group, LLC
NEW
Shares516,105
Change+516,105
Value$15.5M
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares507,358 from 397,214
Change+110,144 (+28%)
Value$15.2M (+$3.9M)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares483,226 from 477,706
Change+5,520 (+1%)
Value$14.4M (+$1.0M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
NEW
Shares472,724
Change+472,724
Value$14.1M
Filed 2026-11-02
Integrity Investment Advisors, LLC
INCREASED
Shares432,923 from 214,441
Change+218,482 (+102%)
Value$12.9M (+$6.9M)
Filed 2026-11-03
Stone House Investment Management, LLC
INCREASED
Shares421,697 from 403,107
Change+18,590 (+5%)
Value$12.6M (+$1.3M)
Filed 2026-10-23
Archer Investment Management, LLC
INCREASED
Shares413,677 from 293,252
Change+120,425 (+41%)
Value$12.4M (+$4.1M)
Filed 2026-10-13
Kelly Financial Services LLC
INCREASED
Shares388,331 from 366,056
Change+22,275 (+6%)
Value$11.6M (+$1.3M)
Filed 2026-10-20
Scissortail Wealth Management, LLC
NEW
Shares375,804
Change+375,804
Value$11.2M
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares366,066 from 389,659
Change-23,593 (-6%)
Value$10.9M (+$797)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares346,779 from 73,749
Change+273,030 (+370%)
Value$10.4M (+$8.3M)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares345,880 from 330,927
Change+14,953 (+5%)
Value$10.3M (+$1.0M)
Filed 2026-10-13
Tsfg, LLC
INCREASED
Shares340,014 from 338,847
Change+1,167 (+0%)
Value$10.2M (+$648.0K)
Filed 2026-10-23
KWB Wealth
INCREASED
Shares332,984 from 328,418
Change+4,566 (+1%)
Value$9.9M (+$730.8K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares320,587 from 293,056
Change+27,531 (+9%)
Value$9.6M (+$1.4M)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares301,869 from 296,245
Change+5,624 (+2%)
Value$9.0M (+$704.1K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares294,975 from 243,893
Change+51,082 (+21%)
Value$8.8M (+$2.0M)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares288,320 from 221,815
Change+66,505 (+30%)
Value$8.6M (+$2.4M)
Filed 2026-11-03
Beacon Financial Group
INCREASED
Shares277,124 from 237,043
Change+40,081 (+17%)
Value$8.3M (+$1.6M)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares269,368 from 71,990
Change+197,378 (+274%)
Value$8.0M (+$6.0M)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares264,194 from 188,096
Change+76,098 (+40%)
Value$7.9M (+$2.5M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares264,194 from 188,096
Change+76,098 (+40%)
Value$7.9M (+$2.5M)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
INCREASED
Shares263,162 from 169,621
Change+93,541 (+55%)
Value$7.9M (+$3.1M)
Filed 2026-11-04
One Advisory Partners, LLC
INCREASED
Shares259,353 from 249,866
Change+9,487 (+4%)
Value$7.7M (+$735.5K)
Filed 2026-10-22
Trinity Wealth Management, LLC
INCREASED
Shares259,113 from 256,529
Change+2,584 (+1%)
Value$7.7M (+$541.5K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares238,166 from 174,490
Change+63,676 (+36%)
Value$7.1M (+$2.2M)
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED
Shares232,622 from 225,653
Change+6,969 (+3%)
Value$6.9M (+$616.5K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares229,078 from 221,473
Change+7,605 (+3%)
Value$6.8M (+$627.9K)
Filed 2026-10-08
Braun-Bostich & Associates Inc.
INCREASED
Shares219,078 from 186,920
Change+32,158 (+17%)
Value$6.5M (+$1.3M)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares215,421 from 124,896
Change+90,525 (+72%)
Value$6.4M (+$2.9M)
Filed 2026-11-04
15 Wealth Advisors LLC
NEW
Shares214,523
Change+214,523
Value$6.4M
Filed 2026-10-14
Embree Financial Group
INCREASED
Shares212,339 from 134,531
Change+77,808 (+58%)
Value$6.3M (+$2.6M)
Filed 2026-10-22
TSA Wealth Managment LLC
INCREASED
Shares206,302 from 185,845
Change+20,457 (+11%)
Value$6.2M (+$947.2K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
INCREASED
Shares204,726 from 130,254
Change+74,472 (+57%)
Value$6.1M (+$2.5M)
Filed 2026-10-13
Apeiron RIA LLC
INCREASED
Shares202,574 from 97,466
Change+105,108 (+108%)
Value$6.0M (+$3.3M)
Filed 2026-10-08
Midwest Capital Advisors, LLC
INCREASED
Shares200,415 from 194,132
Change+6,283 (+3%)
Value$6.0M (+$539.0K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares192,597 from 224,403
Change-31,806 (-14%)
Value$5.8M (-$543.6K)
Filed 2026-10-22
A4 Wealth Advisors LLC
INCREASED
Shares190,444 from 146,764
Change+43,680 (+30%)
Value$5.7M (+$1.6M)
Filed 2026-10-20
Plancorp, LLC
DECREASED
Shares188,131 from 208,544
Change-20,413 (-10%)
Value$5.5M (-$370.1K)
Filed 2026-11-03
Detalus Advisors, LLC
INCREASED
Shares186,343 from 170,294
Change+16,049 (+9%)
Value$5.6M (+$787.4K)
Filed 2026-10-15
WJ Wealth Management, LLC
INCREASED
Shares180,155 from 8,525
Change+171,630 (+2013%)
Value$5.4M (+$5.1M)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
DECREASED
Shares170,686 from 175,324
Change-4,638 (-3%)
Value$5.1M (+$178.8K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares166,784 from 116,258
Change+50,526 (+43%)
Value$5.0M (+$1.7M)
Filed 2026-10-23
West Wealth Group, LLC
INCREASED
Shares166,783 from 153,364
Change+13,419 (+9%)
Value$5.0M (+$678.3K)
Filed 2026-10-14
Sofi Wealth, LLC
NEW
Shares163,868
Change+163,868
Value$4.9M
Filed 2026-10-27
Cobblestone Asset Management LLC
DECREASED
Shares162,033 from 164,290
Change-2,257 (-1%)
Value$4.8M (+$230.0K)
Filed 2026-10-13
Cypress Wealth Services, LLC
INCREASED
Shares161,572 from 158,734
Change+2,838 (+2%)
Value$4.9M (+$409.2K)
Filed 2026-10-21
Ehrlich Financial Group
INCREASED
Shares154,442 from 90,355
Change+64,087 (+71%)
Value$4.6M (+$2.1M)
Filed 2026-10-20
SigFig Wealth Management, LLC
INCREASED
Shares152,769 from 147,878
Change+4,891 (+3%)
Value$4.6M (+$404.8K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED
Shares150,317 from 71,036
Change+79,281 (+112%)
Value$4.5M (+$2.5M)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares146,795 from 155,107
Change-8,312 (-5%)
Value$4.4M (+$32.5K)
Filed 2026-10-15
Skyline Advisors, Inc.
DECREASED
Shares143,116 from 143,194
Change-78 (0%)
Value$4.3M (+$256.9K)
Filed 2026-11-03
Peak Wealth Management LLC
INCREASED
Shares139,445 from 131,773
Change+7,672 (+6%)
Value$4.2M (+$457.8K)
Filed 2026-10-26
Corrado Advisors, LLC
INCREASED
Shares138,883 from 132,866
Change+6,017 (+5%)
Value$4.1M (+$420.2K)
Filed 2026-10-27
Focus Financial Network, Inc.
INCREASED
Shares136,275 from 128,812
Change+7,463 (+6%)
Value$4.1M (+$456.0K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares135,138 from 472
Change+134,666 (+28531%)
Value$4.0M (+$4.0M)
Filed 2026-11-04
Bedminster, LLC
INCREASED
Shares128,101 from 95,170
Change+32,931 (+35%)
Value$3.8M (+$1.2M)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares126,989 from 124,367
Change+2,622 (+2%)
Value$3.8M (+$303.4K)
Filed 2026-11-02
Wealth Quarterback LLC
INCREASED
Shares125,572 from 118,624
Change+6,948 (+6%)
Value$3.7M (+$422.2K)
Filed 2026-10-20
Core Wealth Advisors, LLC
INCREASED
Shares123,386 from 122,635
Change+751 (+1%)
Value$3.7M (+$244.4K)
Filed 2026-11-05
Avid Wealth Partners LLC
INCREASED
Shares122,465 from 113,622
Change+8,843 (+8%)
Value$3.7M (+$469.7K)
Filed 2026-11-03
Newport Capital Group, LLC
NEW
Shares121,796
Change+121,796
Value$3.6M
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares120,401 from 117,571
Change+2,830 (+2%)
Value$3.6M (+$297.3K)
Filed 2026-11-02
Uptick Partners, LLC
INCREASED
Shares119,923 from 113,117
Change+6,806 (+6%)
Value$3.6M (+$408.0K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares118,227 from 73,785
Change+44,442 (+60%)
Value$3.5M (+$1.5M)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares117,557 from 112,069
Change+5,488 (+5%)
Value$3.5M (+$366.7K)
Filed 2026-10-13
FFG Retirement Advisors LLC
NEW
Shares116,113
Change+116,113
Value$3.5M
Filed 2026-10-20
Security National Bank
NEW
Shares115,329
Change+115,329
Value$3.4M
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares112,782 from 89,823
Change+22,959 (+26%)
Value$3.4M (+$848.1K)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares110,943 from 97,675
Change+13,268 (+14%)
Value$3.3M (+$523.4K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED
Shares110,313 from 107,196
Change+3,117 (+3%)
Value$3.3M (+$287.1K)
Filed 2026-10-13
Town Capital LLC
INCREASED
Shares110,021 from 108,990
Change+1,031 (+1%)
Value$3.3M (+$228.1K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares107,598 from 109,768
Change-2,170 (-2%)
Value$3.2M (+$133.9K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares105,730 from 109,695
Change-3,965 (-4%)
Value$3.2M (+$80.2K)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares104,759 from 96,143
Change+8,616 (+9%)
Value$3.1M (+$431.3K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares98,643 from 83,388
Change+15,255 (+18%)
Value$2.9M (+$606.4K)
Filed 2026-10-14
Cornerstone Planning Group LLC
INCREASED
Shares95,811 from 93,945
Change+1,866 (+2%)
Value$2.9M (+$168.9K)
Filed 2026-10-16
SWP Financial LLC
DECREASED
Shares93,595 from 100,281
Change-6,686 (-7%)
Value$2.8M (-$18.1K)
Filed 2026-10-23
Asset One Wealth Management LLC
NEW
Shares93,348
Change+93,348
Value$2.8M
Filed 2026-11-02
Hoxton Planning & Management, LLC
INCREASED
Shares93,287 from 87,538
Change+5,749 (+7%)
Value$2.8M (+$330.1K)
Filed 2026-10-15
Arch Global Advisors, LLC
NEW
Shares92,792
Change+92,792
Value$2.8M
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares89,442 from 50,301
Change+39,141 (+78%)
Value$2.7M (+$1.3M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares86,972 from 80,883
Change+6,089 (+8%)
Value$2.6M (+$328.2K)
Filed 2026-10-23
Vicus Capital
NEW
Shares84,406
Change+84,406
Value$2.5M
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
NEW
Shares83,346
Change+83,346
Value$2.5M
Filed 2026-10-22
Beacon Capital Management, LLC
INCREASED
Shares82,184 from 35,497
Change+46,687 (+132%)
Value$2.5M (+$1.5M)
Filed 2026-10-23
Ashton Thomas Securities, LLC
DECREASED
Shares81,948 from 87,123
Change-5,175 (-6%)
Value$2.4M (+$5.1K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares76,995 from 66,327
Change+10,668 (+16%)
Value$2.3M (+$438.6K)
Filed 2026-11-03
One Wealth Capital Management, LLC
DECREASED
Shares74,851 from 85,937
Change-11,086 (-13%)
Value$2.2M (-$175.5K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares74,738 from 54,287
Change+20,451 (+38%)
Value$2.2M (+$708.9K)
Filed 2026-10-14
Milestone Asset Management, LLC
DECREASED
Shares74,019 from 136,206
Change-62,187 (-46%)
Value$2.2M (-$1.6M)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares73,653 from 71,615
Change+2,038 (+3%)
Value$2.2M (+$190.5K)
Filed 2026-10-28
Centurion Wealth Management LLC
NEW
Shares71,982
Change+71,982
Value$2.1M
Filed 2026-10-13
Catalyst Private Wealth, LLC
INCREASED
Shares69,814 from 49,935
Change+19,879 (+40%)
Value$2.1M (+$684.0K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares68,672 from 70,191
Change-1,519 (-2%)
Value$2.1M (+$81.7K)
Filed 2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED
Shares68,497 from 63,606
Change+4,891 (+8%)
Value$2.0M (+$261.2K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
NEW
Shares66,123
Change+66,123
Value$2.0M
Filed 2026-10-21
Alterna Wealth Management, Inc
INCREASED
Shares61,419 from 60,348
Change+1,071 (+2%)
Value$1.8M (+$141.2K)
Filed 2026-10-27
Verus Capital Partners, LLC
DECREASED
Shares61,058 from 61,078
Change-20 (0%)
Value$1.8M (+$110.0K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
INCREASED
Shares60,784 from 51,508
Change+9,276 (+18%)
Value$1.8M (+$370.2K)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares60,741 from 48,996
Change+11,745 (+24%)
Value$1.8M (+$439.4K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares59,424 from 37,175
Change+22,249 (+60%)
Value$1.8M (+$731.6K)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares57,543 from 57,834
Change-291 (0%)
Value$1.7M (+$96.0K)
Filed 2026-10-20
Hyposwiss Advisors SA
INCREASED
Shares55,940 from 54,840
Change+1,100 (+2%)
Value$1.7M (+$132.1K)
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares54,285 from 22,949
Change+31,336 (+137%)
Value$1.6M (+$977.2K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares53,135 from 43,166
Change+9,969 (+23%)
Value$1.6M (+$375.8K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
NEW
Shares52,868
Change+52,868
Value$1.6M
Filed 2026-10-09
Atlatl Advisers LLC
DECREASED
Shares52,855 from 54,965
Change-2,110 (-4%)
Value$1.6M (+$36.5K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares52,710 from 39,994
Change+12,716 (+32%)
Value$1.6M (+$452.1K)
Filed 2026-10-29
WealthPLAN Partners, LLC
INCREASED
Shares52,541 from 52,149
Change+392 (+1%)
Value$1.6M (+$106.1K)
Filed 2026-10-15
Polaris Investment Advisors, LLC
INCREASED
Shares52,206 from 40,731
Change+11,475 (+28%)
Value$1.6M (+$416.4K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares52,195 from 39,817
Change+12,378 (+31%)
Value$1.6M (+$441.7K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
NEW
Shares50,941
Change+50,941
Value$1.5M
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares50,841 from 15,295
Change+35,546 (+232%)
Value$1.5M (+$1.1M)
Filed 2026-10-23
WealthPoint Financial, LLC
INCREASED
Shares50,695 from 49,683
Change+1,012 (+2%)
Value$1.5M (+$120.1K)
Filed 2026-11-03
Able Wealth Management LLC
INCREASED
Shares49,611 from 47,866
Change+1,745 (+4%)
Value$1.5M (+$146.2K)
Filed 2026-10-13
Swmg, LLC
DECREASED
Shares49,540 from 55,045
Change-5,505 (-10%)
Value$1.5M (-$98.4K)
Filed 2026-10-23
BCU Wealth Advisors, LLC
INCREASED
Shares47,750 from 46,630
Change+1,120 (+2%)
Value$1.4M (+$117.8K)
Filed 2026-10-16
J.M. Arbour, LLC
DECREASED
Shares47,668 from 48,505
Change-837 (-2%)
Value$1.4M (+$62.8K)
Filed 2026-11-05
Cassilly Financial Group LLC
INCREASED
Shares46,212 from 40,294
Change+5,918 (+15%)
Value$1.4M (+$249.6K)
Filed 2026-10-07
Optivise Advisory Services LLC
INCREASED
Shares45,954 from 42,229
Change+3,725 (+9%)
Value$1.4M (+$187.7K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares45,538 from 38,181
Change+7,357 (+19%)
Value$1.4M (+$288.8K)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares44,259 from 52,618
Change-8,359 (-16%)
Value$1.3M (-$154.4K)
Filed 2026-10-13
Rede Wealth, LLC
INCREASED
Shares44,066 from 37,803
Change+6,263 (+17%)
Value$1.3M (+$255.4K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares43,782 from 41,286
Change+2,496 (+6%)
Value$1.3M (+$146.8K)
Filed 2026-10-13
Oak Grove Capital LLC
UNCHANGED
Shares43,000 from 43,000
Change0 (0%)
Value$1.3M (+$77.8K)
Filed 2026-10-09
Silverlake Wealth Management LLC
INCREASED
Shares42,635 from 33,952
Change+8,683 (+26%)
Value$1.3M (+$320.7K)
Filed 2026-10-21
Firethorn Wealth Partners, LLC
INCREASED
Shares41,813 from 15,909
Change+25,904 (+163%)
Value$1.2M (+$802.3K)
Filed 2026-10-14
Integrated Wealth Management
INCREASED
Shares41,319 from 33,334
Change+7,985 (+24%)
Value$1.2M (+$298.8K)
Filed 2026-10-19
Maia Wealth LLC
NEW
Shares39,964
Change+39,964
Value$1.2M
Filed 2026-10-19
PCG Asset Management, LLC
NEW
Shares39,618
Change+39,618
Value$1.2M
Filed 2026-11-05
Two West Capital Advisors LLC
INCREASED
Shares37,330 from 32,615
Change+4,715 (+14%)
Value$1.1M (+$184.1K)
Filed 2026-10-15
Absolute Capital Management, LLC
INCREASED
Shares36,829 from 33,474
Change+3,355 (+10%)
Value$1.1M (+$160.8K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares36,430 from 32,826
Change+3,604 (+11%)
Value$1.1M (+$167.0K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
DECREASED
Shares35,251 from 36,163
Change-912 (-3%)
Value$1.1M (+$38.2K)
Filed 2026-11-03
Basso Capital Management, L.P.
NEW
Shares34,240
Change+34,240
Value$1.0M
Filed 2026-10-30
Asempa Wealth Advisors
INCREASED
Shares34,062 from 21,018
Change+13,044 (+62%)
Value$1.0M (+$426.9K)
Filed 2026-10-07
First Heartland Consultants, Inc.
DECREASED
Shares33,639 from 34,357
Change-718 (-2%)
Value$1.0M (+$40.7K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares33,005
Change+33,005
Value$985.5K
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares31,850 from 33,199
Change-1,349 (-4%)
Value$951.0K (+$19.8K)
Filed 2026-11-03
Triton Wealth Management, Pllc
NEW
Shares31,225
Change+31,225
Value$919.7K
Filed 2026-11-04
Hobbs Wealth Management, LLC
INCREASED
Shares30,861 from 28,933
Change+1,928 (+7%)
Value$921.5K (+$109.9K)
Filed 2026-10-20
Elevated Financial Group LLC
NEW
Shares30,854
Change+30,854
Value$921.3K
Filed 2026-10-16
Retirement Wealth Solutions LLC
INCREASED
Shares30,649 from 30,617
Change+32 (+0%)
Value$915.2K (+$56.4K)
Filed 2026-10-07
RDA Financial Network
DECREASED
Shares30,510 from 30,552
Change-42 (0%)
Value$911.0K (+$54.0K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares29,537 from 28,163
Change+1,374 (+5%)
Value$882.0K (+$92.0K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares28,540 from 20,837
Change+7,703 (+37%)
Value$852.2K (+$267.7K)
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares28,490 from 22,414
Change+6,076 (+27%)
Value$850.7K (+$222.0K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares28,354
Change+28,354
Value$846.5K
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares27,821 from 20,907
Change+6,914 (+33%)
Value$830.7K (+$244.3K)
Filed 2026-11-03
Lantern Wealth Advisors, LLC
INCREASED
Shares27,513 from 21,880
Change+5,633 (+26%)
Value$821.5K (+$207.8K)
Filed 2026-10-22
Parkway Wealth Management Group, LLC
INCREASED
Shares27,482 from 11,014
Change+16,468 (+150%)
Value$820.6K (+$511.7K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares27,193 from 14,754
Change+12,439 (+84%)
Value$812.0K (+$398.1K)
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares27,111 from 9,593
Change+17,518 (+183%)
Value$809.5K (+$540.4K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares26,663 from 13,419
Change+13,244 (+99%)
Value$796.2K (+$419.8K)
Filed 2026-11-03
Merkkuri Wealth Advisors LLC
INCREASED
Shares26,246 from 25,671
Change+575 (+2%)
Value$783.7K (+$63.6K)
Filed 2026-11-03
Legacy Advisory Services, LLC
NEW
Shares25,122
Change+25,122
Value$750.1K
Filed 2026-10-20
Flagship Harbor Advisors, LLC
NEW
Shares25,050
Change+25,050
Value$748.0K
Filed 2026-10-26
Accelerate Investment Advisors LLC
NEW
Shares24,427
Change+24,427
Value$729.4K
Filed 2026-11-02
SAX Wealth Advisors, LLC
NEW
Shares23,875
Change+23,875
Value$712.9K
Filed 2026-10-13
Elevated Capital Advisors, LLC
INCREASED
Shares23,167 from 1,579
Change+21,588 (+1367%)
Value$691.8K (+$647.5K)
Filed 2026-11-04
MKT Advisors LLC
INCREASED
Shares22,893 from 21,249
Change+1,644 (+8%)
Value$684.7K (+$86.4K)
Filed 2026-10-20
Range Financial Group LLC
NEW
Shares22,747
Change+22,747
Value$679.2K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares22,321
Change+22,321
Value$666.5K
Filed 2026-10-27
Selby Wealth Management, LLC
NEW
Shares22,111
Change+22,111
Value$660.2K
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares22,044
Change+22,044
Value$658.2K
Filed 2026-11-03
Aspire Private Capital, LLC
INCREASED
Shares21,730 from 18,427
Change+3,303 (+18%)
Value$648.9K (+$132.0K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares21,694 from 21,349
Change+345 (+2%)
Value$647.8K (+$48.9K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares21,373 from 15,524
Change+5,849 (+38%)
Value$638.2K (+$202.8K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares21,367 from 21,336
Change+31 (+0%)
Value$638.0K (+$39.5K)
Filed 2026-11-05
BOS Asset Management, LLC
INCREASED
Shares21,310 from 20,945
Change+365 (+2%)
Value$636.3K (+$48.8K)
Filed 2026-10-09
Sutton Place Investors LLC
INCREASED
Shares21,242 from 20,754
Change+488 (+2%)
Value$634.3K (+$52.1K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares20,850 from 6,666
Change+14,184 (+213%)
Value$622.6K (+$435.6K)
Filed 2026-11-04
LifeSteps Financial, Inc.
INCREASED
Shares20,812 from 2,195
Change+18,617 (+848%)
Value$621.4K (+$559.9K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
DECREASED
Shares20,665 from 21,868
Change-1,203 (-5%)
Value$617.1K (+$3.7K)
Filed 2026-10-13
Titleist Asset Management, LLC
NEW
Shares20,443
Change+20,443
Value$610.4K
Filed 2026-10-08
Rose Capital Advisors LLC
NEW
Shares20,110
Change+20,110
Value$600.5K
Filed 2026-11-04
Sierra Ocean, LLC
NEW
Shares19,171
Change+19,171
Value$572.4K
Filed 2026-11-03
W Advisors, LLC
INCREASED
Shares19,061 from 16,668
Change+2,393 (+14%)
Value$569.2K (+$101.6K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares18,960 from 13,233
Change+5,727 (+43%)
Value$566.1K (+$195.0K)
Filed 2026-11-02
Boyum Wealth Architects LLC
INCREASED
Shares18,814 from 16,736
Change+2,078 (+12%)
Value$563.9K (+$89.2K)
Filed 2026-10-06
BigSur Wealth Management LLC
UNCHANGED
Shares17,800 from 17,800
Change0 (0%)
Value$531.5K (+$32.2K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares17,112 from 16,485
Change+627 (+4%)
Value$511.0K (+$48.6K)
Filed 2026-10-14
Decker Retirement Planning Inc.
NEW
Shares16,939
Change+16,939
Value$505.8K
Filed 2026-10-19
Quantify Chaos Advisors, LLC
NEW
Shares16,484
Change+16,484
Value$492.2K
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares15,559 from 16,044
Change-485 (-3%)
Value$464.6K (+$14.6K)
Filed 2026-10-22
Oregon Pacific Wealth Management, LLC
INCREASED
Shares15,517 from 15,048
Change+469 (+3%)
Value$463.3K (+$41.2K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares14,885 from 11,608
Change+3,277 (+28%)
Value$444.5K (+$118.9K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares14,866 from 38,777
Change-23,911 (-62%)
Value$443.9K (-$643.8K)
Filed 2026-10-08
Harbor Capital Advisors, Inc.
NEW
Shares14,638
Change+14,638
Value$437.0K
Filed 2026-10-22
Keystone Wealth Services, LLC
INCREASED
Shares14,540 from 7,740
Change+6,800 (+88%)
Value$433.3K (+$216.2K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares14,499 from 14,042
Change+457 (+3%)
Value$432.9K (+$39.1K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW
Shares14,388
Change+14,388
Value$429.4K
Filed 2026-10-27
Castleview Partners, LLC
INCREASED
Shares14,276 from 13,369
Change+907 (+7%)
Value$426.3K (+$51.3K)
Filed 2026-10-09
First Hawaiian Bank
NEW
Shares14,218
Change+14,218
Value$424.5K
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares14,210 from 12,199
Change+2,011 (+16%)
Value$424.0K (+$82.0K)
Filed 2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED
Shares13,984 from 12,745
Change+1,239 (+10%)
Value$417.6K (+$60.1K)
Filed 2026-10-28
Blue Capital, Inc.
DECREASED
Shares13,909 from 14,129
Change-220 (-2%)
Value$415.3K (+$19.0K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares13,749 from 12,696
Change+1,053 (+8%)
Value$410.5K (+$54.4K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares13,465 from 8,690
Change+4,775 (+55%)
Value$402.1K (+$158.3K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,242 from 7,311
Change+5,931 (+81%)
Value$395.4K (+$190.3K)
Filed 2026-10-23
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares13,091 from 12,736
Change+355 (+3%)
Value$390.9K (+$33.7K)
Filed 2026-11-03
M Holdings Securities, Inc.
DECREASED
Shares12,973 from 13,792
Change-819 (-6%)
Value$382 (-$387.6K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
NEW
Shares12,972
Change+12,972
Value$387.3K
Filed 2026-10-16
Legacy Wealth Partners, LLC
INCREASED
Shares12,822 from 12,281
Change+541 (+4%)
Value$382.9K (+$38.4K)
Filed 2026-10-15
Zenith Solutions, Inc.
DECREASED
Shares12,730 from 12,763
Change-33 (0%)
Value$380.1K (+$22.1K)
Filed 2026-10-19
Richmond Investment Services, LLC
INCREASED
Shares12,720 from 12,572
Change+148 (+1%)
Value$379.8K (+$27.2K)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares12,189 from 1,777
Change+10,412 (+586%)
Value$364.0K (+$314.1K)
Filed 2026-10-29
Fulcrum Equity Management
INCREASED
Shares11,731 from 10,672
Change+1,059 (+10%)
Value$350.3K (+$50.9K)
Filed 2026-10-21
Arcadia Wealth Management, LLC
NEW
Shares11,682
Change+11,682
Value$348.8K
Filed 2026-10-22
BridgePort Financial Solutions, LLC
DECREASED
Shares10,668 from 10,953
Change-285 (-3%)
Value$318.5K (+$11.3K)
Filed 2026-11-02
Lockerman Financial Group, Inc.
INCREASED
Shares10,560 from 10,123
Change+437 (+4%)
Value$315.3K (+$31.4K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares10,299 from 11,315
Change-1,016 (-9%)
Value$307.5K (-$9.9K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares10,235 from 9,534
Change+701 (+7%)
Value$305.6K (+$38.2K)
Filed 2026-11-03
Smart Wealth LLC
NEW
Shares10,073
Change+10,073
Value$300.8K
Filed 2026-11-04
McHugh Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$298.6K (+$18.1K)
Filed 2026-10-19
Quartz Partners, LLC
INCREASED
Shares9,777 from 8,718
Change+1,059 (+12%)
Value$292.0K (+$47.4K)
Filed 2026-11-03
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares9,292 from 8,492
Change+800 (+9%)
Value$277.5K (+$39.3K)
Filed 2026-10-06
Stirlingshire Investments, Inc.
INCREASED
Shares9,286 from 8,612
Change+674 (+8%)
Value$277.3K (+$35.7K)
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares9,269 from 9,484
Change-215 (-2%)
Value$276.8K (+$10.7K)
Filed 2026-10-16
Cap Partners, LLC
NEW
Shares9,159
Change+9,159
Value$273.5K
Filed 2026-10-19
Centennial Advisors, LLC
NEW
Shares9,007
Change+9,007
Value$269.0K
Filed 2026-10-21
BAM Wealth Management, LLC
NEW
Shares8,936
Change+8,936
Value$266.8K
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares8,782 from 8,451
Change+331 (+4%)
Value$262.2K (+$25.2K)
Filed 2026-11-04
LS Investment Advisors, LLC
NEW
Shares8,665
Change+8,665
Value$258.7K
Filed 2026-10-13
Midwest Financial Network, LLC
INCREASED
Shares8,638 from 7,410
Change+1,228 (+17%)
Value$257.9K (+$50.1K)
Filed 2026-10-13
Semus Wealth Partners LLC
INCREASED
Shares8,585 from 7,373
Change+1,212 (+16%)
Value$256.3K (+$49.5K)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED
Shares8,514 from 8,043
Change+471 (+6%)
Value$254.2K (+$28.6K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
DECREASED
Shares8,288 from 8,781
Change-493 (-6%)
Value$247.5K (+$1.2K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
NEW
Shares8,231
Change+8,231
Value$244.2K
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares8,218 from 7,738
Change+480 (+6%)
Value$245.4K (+$28.3K)
Filed 2026-10-28
Sowell Financial Services LLC
NEW
Shares7,970
Change+7,970
Value$238.0K
Filed 2026-10-23
Omni 360 Wealth, Inc.
INCREASED
Shares7,933 from 7,162
Change+771 (+11%)
Value$236.9K (+$36.0K)
Filed 2026-10-13
Accurate Wealth Management, LLC
NEW
Shares7,706
Change+7,706
Value$231.2K
Filed 2026-10-20
Creative Planning
NEW
Shares7,504
Change+7,504
Value$224.1K
Filed 2026-11-02
Wells Financial Advisors Inc
NEW
Shares7,120
Change+7,120
Value$212.6K
Filed 2026-11-02
Aegis Wealth Management, Inc.
NEW
Shares7,082
Change+7,082
Value$211.5K
Filed 2026-10-26
Gateway Investment Advisers LLC
NEW
Shares6,731
Change+6,731
Value$201.0K
Filed 2026-10-13
Chilton Capital Management LLC
NEW
Shares5,661
Change+5,661
Value$169.0K
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares4,836 from 15,107
Change-10,271 (-68%)
Value$144.4K (-$279.4K)
Filed 2026-11-05
Montgomery Financial Services LLC
INCREASED
Shares3,939 from 597
Change+3,342 (+560%)
Value$117.6K (+$100.9K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
INCREASED
Shares2,441 from 1,244
Change+1,197 (+96%)
Value$72.9K (+$38.0K)
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares2,336
Change+2,336
Value$69.8K
Filed 2026-10-19
Heritage Family Offices, LLP
NEW
Shares2,258
Change+2,258
Value$67.4K
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,538 from 1,347
Change+191 (+14%)
Value$45.9K (+$8.1K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares1,109 from 173
Change+936 (+541%)
Value$33.1K (+$28.3K)
Filed 2026-11-05
Evolution Wealth Management Inc.
NEW
Shares1,008
Change+1,008
Value$30.1K
Filed 2026-10-28
Acumen Wealth Advisors, LLC
NEW
Shares695
Change+695
Value$20.8K
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares581 from 150
Change+431 (+287%)
Value$17.3K (+$13.1K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares478 from 452
Change+26 (+6%)
Value$14.3K (+$1.6K)
Filed 2026-10-13
Networth Advisors, LLC
DECREASED
Shares433 from 445
Change-12 (-3%)
Value$12.9K (+$448)
Filed 2026-11-03
SJS Investment Consulting Inc.
NEW
Shares209
Change+209
Value$6.2K
Filed 2026-10-26
Horizon Financial Services, LLC
NEW
Shares201
Change+201
Value$6.0K
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
NEW
Shares176
Change+176
Value$5.3K
Filed 2026-10-13
Team Financial Group, LLC
NEW
Shares132
Change+132
Value$3.9K
Filed 2026-10-30
NBT Bank, N.A.
NEW
Shares113
Change+113
Value$3.4K
Filed 2026-10-21
Cullen T Bankers, Inc.
NEW
Shares110
Change+110
Value$3.3K
Filed 2026-10-28
Essential Partners LLC
NEW
Shares107
Change+107
Value$3.2K
Filed 2026-10-14
Lynch Investment Planning, LLC
NEW
Shares45
Change+45
Value$1.3K
Filed 2026-10-27
Parkside Financial Bank & Trust
NEW
Shares35
Change+35
Value$1.0K
Filed 2026-10-27
Compass Financial Management LLC
NEW
Shares28
Change+28
Value$836
Filed 2026-10-30
Downshift Financial, LLC
NEW
Shares17
Change+17
Value$508
Filed 2026-10-13
Scarborough Advisors, LLC
CLOSED
Shares0 from 872,596
Change-872,596 (-100%)
Value$0 (-$24.8M)
Filed 2026-10-16
Arwa LLC
CLOSED
Shares0 from 44,717
Change-44,717 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
World Equity Group, Inc.
CLOSED
Shares0 from 15,363
Change-15,363 (-100%)
Value$0 (-$430.9K)
Filed 2026-10-14
Kestra Investment Management, LLC
CLOSED
Shares0 from 7,892
Change-7,892 (-100%)
Value$0 (-$221.4K)
Filed 2026-11-04
RCS Financial Planning, LLC
CLOSED
Shares0 from 7,203
Change-7,203 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-14
Archer Investment Corp
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$14.2K)
Filed 2026-11-05
Pittenger & Anderson Inc
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 50,663,703
Change-50,663,703 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,732,229
Change-21,732,229 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,676,181
Change-10,676,181 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,509,230
Change-5,509,230 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,023,371
Change-5,023,371 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,583,114
Change-3,583,114 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,489,256
Change-3,489,256 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,964,562
Change-2,964,562 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,961,952
Change-2,961,952 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,729,797
Change-2,729,797 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,408,810
Change-2,408,810 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,241,899
Change-2,241,899 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 2,116,253
Change-2,116,253 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,106,903
Change-2,106,903 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,644,090
Change-1,644,090 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,435,675
Change-1,435,675 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,170,248
Change-1,170,248 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,062,594
Change-1,062,594 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,053,590
Change-1,053,590 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,023,364
Change-1,023,364 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 748,336
Change-748,336 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 665,563
Change-665,563 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 571,535
Change-571,535 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 571,327
Change-571,327 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 449,617
Change-449,617 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 447,483
Change-447,483 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 434,013
Change-434,013 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 432,627
Change-432,627 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 403,110
Change-403,110 (-100%)
Value—
&partners
N/A
Shares— from 400,486
Change-400,486 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 361,743
Change-361,743 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 347,521
Change-347,521 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 334,238
Change-334,238 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 319,003
Change-319,003 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 313,134
Change-313,134 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 308,997
Change-308,997 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 301,882
Change-301,882 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 293,807
Change-293,807 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 292,255
Change-292,255 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 278,073
Change-278,073 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 274,563
Change-274,563 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 247,592
Change-247,592 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 241,245
Change-241,245 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 221,603
Change-221,603 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 216,124
Change-216,124 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 209,980
Change-209,980 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 209,742
Change-209,742 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 203,957
Change-203,957 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 192,050
Change-192,050 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 189,907
Change-189,907 (-100%)
Value—
Invst, LLC
N/A
Shares— from 184,463
Change-184,463 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 181,351
Change-181,351 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 180,588
Change-180,588 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 178,259
Change-178,259 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 177,637
Change-177,637 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 176,392
Change-176,392 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 175,743
Change-175,743 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 174,643
Change-174,643 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 155,880
Change-155,880 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 149,458
Change-149,458 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 137,833
Change-137,833 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 132,135
Change-132,135 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 115,305
Change-115,305 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 112,361
Change-112,361 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 111,963
Change-111,963 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 110,205
Change-110,205 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 109,971
Change-109,971 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 107,427
Change-107,427 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 107,059
Change-107,059 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 106,464
Change-106,464 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 100,601
Change-100,601 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 98,073
Change-98,073 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 97,798
Change-97,798 (-100%)
Value—
EQ LLC
N/A
Shares— from 91,703
Change-91,703 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 91,390
Change-91,390 (-100%)
Value—
EWA, LLC
N/A
Shares— from 88,911
Change-88,911 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 88,071
Change-88,071 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 83,044
Change-83,044 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 81,885
Change-81,885 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 81,342
Change-81,342 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 80,649
Change-80,649 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 80,322
Change-80,322 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 79,350
Change-79,350 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 79,157
Change-79,157 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 77,709
Change-77,709 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 74,889
Change-74,889 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 67,777
Change-67,777 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 62,701
Change-62,701 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 62,394
Change-62,394 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 61,505
Change-61,505 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 61,397
Change-61,397 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 58,772
Change-58,772 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 57,180
Change-57,180 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 56,697
Change-56,697 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 56,013
Change-56,013 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 53,747
Change-53,747 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 51,827
Change-51,827 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 51,199
Change-51,199 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 49,934
Change-49,934 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 49,370
Change-49,370 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 47,891
Change-47,891 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 45,633
Change-45,633 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 42,994
Change-42,994 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 40,125
Change-40,125 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 39,507
Change-39,507 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 35,725
Change-35,725 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 35,119
Change-35,119 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 33,201
Change-33,201 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 32,580
Change-32,580 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,658
Change-29,658 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 29,473
Change-29,473 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 28,738
Change-28,738 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 28,279
Change-28,279 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 28,109
Change-28,109 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 27,717
Change-27,717 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 24,951
Change-24,951 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,992
Change-23,992 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 23,782
Change-23,782 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 23,689
Change-23,689 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 23,369
Change-23,369 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 22,491
Change-22,491 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 22,463
Change-22,463 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,817
Change-21,817 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 21,676
Change-21,676 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,369
Change-18,369 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 17,619
Change-17,619 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 16,789
Change-16,789 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,244
Change-16,244 (-100%)
Value—
EFG International AG
N/A
Shares— from 15,840
Change-15,840 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,860
Change-14,860 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 14,167
Change-14,167 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 12,365
Change-12,365 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,761
Change-11,761 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 11,512
Change-11,512 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,424
Change-11,424 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 9,021
Change-9,021 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,082
Change-8,082 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,983
Change-7,983 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 7,858
Change-7,858 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,806
Change-7,806 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 747
Change-747 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 327
Change-327 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 183
Change-183 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 105
Change-105 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED4,047,4403,894,852+152,588+4%$109.3M$120.9M+$11.6M2026-10-26
Bank of New York Mellon Corp
INCREASED3,328,2733,176,236+152,037+5%$89.1M$99.4M+$10.3M2026-11-05
Commonwealth Equity Services, LLC
INCREASED1,845,7871,210,835+634,952+52%$34.0M$55.1M+$21.2M2026-11-02
Trek Financial, LLC
INCREASED1,470,116261,123+1,208,993+463%$7.3M$43.9M+$36.6M2026-10-29
Cardinal Point Capital Management ULC
NEW1,324,545—+1,324,545——$39.6M—2026-10-21
Kestra Advisory Services, LLC
INCREASED1,298,594178,680+1,119,914+627%$5.0M$38.8M+$33.8M2026-11-02
Thrivent Financial for Lutherans
INCREASED1,180,593778,017+402,576+52%$21.8M$35.2M+$13.4M2026-11-05
Vise Technologies, Inc.
INCREASED1,155,791632,999+522,792+83%$17.8M$34.5M+$16.8M2026-10-29
JB Capital LLC
DECREASED1,116,2821,151,918-35,636-3%$32.3M$33.3M+$1.0M2026-10-19
Sumitomo Mitsui Trust Group, Inc.
INCREASED1,098,849987,034+111,815+11%$27.7M$32.8M+$5.1M2026-10-29
Sharkey, Howes & Javer
INCREASED952,919865,284+87,635+10%$24.3M$28.5M+$4.2M2026-10-22
Amplius Wealth Advisors, LLC
NEW935,066—+935,066——$27.9M—2026-10-20
Shepherd Financial Partners LLC
INCREASED848,817631,412+217,405+34%$17.7M$25.3M+$7.6M2026-11-03
Ascent Group, LLC
INCREASED828,332819,283+9,049+1%$23.0M$24.7M+$1.8M2026-10-30
Truist Financial Corp
INCREASED707,520642,668+64,852+10%$18.0M$21.1M+$3.1M2026-10-30
Horst & Graben Wealth Management LLC
INCREASED643,484576,850+66,634+12%$16.2M$19.2M+$3.0M2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED570,711533,574+37,137+7%$15.0M$17.0M+$2.1M2026-10-14
Security Financial Services, Inc.
INCREASED557,707490,881+66,826+14%$13.8M$16.7M+$2.9M2026-10-29
Pettinga Financial Advisors LLC
INCREASED547,961529,984+17,977+3%$14.9M$16.4M+$1.5M2026-10-13
CFS Investment Advisory Services, LLC
INCREASED540,019515,750+24,269+5%$14.5M$16.2M+$1.8M2026-10-19
Goldstein Advisors, LLC
INCREASED529,290526,954+2,336+0%$14.8M$15.8M+$1.0M2026-10-15
Integrity Alliance, Llc.
INCREASED528,966339,171+189,795+56%$9.5M$15.8M+$6.3M2026-10-29
Tennessee Valley Asset Management Partners
NEW526,154—+526,154——$15.7M—2026-11-03
Buttonwood Financial Group, LLC
NEW516,105—+516,105——$15.5M—2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED507,358397,214+110,144+28%$11.3M$15.2M+$3.9M2026-10-13
Atria Investments, Inc
INCREASED483,226477,706+5,520+1%$13.4M$14.4M+$1.0M2026-10-15
Cambridge Investment Research Advisors, Inc.
NEW472,724—+472,724——$14.1M—2026-11-02
Integrity Investment Advisors, LLC
INCREASED432,923214,441+218,482+102%$6.0M$12.9M+$6.9M2026-11-03
Stone House Investment Management, LLC
INCREASED421,697403,107+18,590+5%$11.3M$12.6M+$1.3M2026-10-23
Archer Investment Management, LLC
INCREASED413,677293,252+120,425+41%$8.2M$12.4M+$4.1M2026-10-13
Kelly Financial Services LLC
INCREASED388,331366,056+22,275+6%$10.3M$11.6M+$1.3M2026-10-20
Scissortail Wealth Management, LLC
NEW375,804—+375,804——$11.2M—2026-11-03
SteelPeak Wealth, LLC
DECREASED366,066389,659-23,593-6%$10.9M$10.9M+$7972026-10-16
Lake Street Private Wealth, LLC
INCREASED346,77973,749+273,030+370%$2.1M$10.4M+$8.3M2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED345,880330,927+14,953+5%$9.3M$10.3M+$1.0M2026-10-13
Tsfg, LLC
INCREASED340,014338,847+1,167+0%$9.5M$10.2M+$648.0K2026-10-23
KWB Wealth
INCREASED332,984328,418+4,566+1%$9.2M$9.9M+$730.8K2026-10-16
IFP Advisors, Inc
INCREASED320,587293,056+27,531+9%$8.2M$9.6M+$1.4M2026-10-16
Physician Wealth Advisors, Inc.
INCREASED301,869296,245+5,624+2%$8.3M$9.0M+$704.1K2026-10-20
Assetmark, Inc
INCREASED294,975243,893+51,082+21%$6.8M$8.8M+$2.0M2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED288,320221,815+66,505+30%$6.2M$8.6M+$2.4M2026-11-03
Beacon Financial Group
INCREASED277,124237,043+40,081+17%$6.6M$8.3M+$1.6M2026-10-19
AlphaCore Capital LLC
INCREASED269,36871,990+197,378+274%$2.0M$8.0M+$6.0M2026-11-04
Diversify Wealth Management, LLC
INCREASED264,194188,096+76,098+40%$5.4M$7.9M+$2.5M2026-10-20
Diversify Advisory Services, LLC
INCREASED264,194188,096+76,098+40%$5.4M$7.9M+$2.5M2026-10-20
Quadrant Private Wealth Management, LLC
INCREASED263,162169,621+93,541+55%$4.8M$7.9M+$3.1M2026-11-04
One Advisory Partners, LLC
INCREASED259,353249,866+9,487+4%$7.0M$7.7M+$735.5K2026-10-22
Trinity Wealth Management, LLC
INCREASED259,113256,529+2,584+1%$7.2M$7.7M+$541.5K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED238,166174,490+63,676+36%$4.9M$7.1M+$2.2M2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED232,622225,653+6,969+3%$6.3M$6.9M+$616.5K2026-10-16
Farther Finance Advisors, LLC
INCREASED229,078221,473+7,605+3%$6.2M$6.8M+$627.9K2026-10-08
Braun-Bostich & Associates Inc.
INCREASED219,078186,920+32,158+17%$5.2M$6.5M+$1.3M2026-10-20
Citigroup Inc
INCREASED215,421124,896+90,525+72%$3.5M$6.4M+$2.9M2026-11-04
15 Wealth Advisors LLC
NEW214,523—+214,523——$6.4M—2026-10-14
Embree Financial Group
INCREASED212,339134,531+77,808+58%$3.8M$6.3M+$2.6M2026-10-22
TSA Wealth Managment LLC
INCREASED206,302185,845+20,457+11%$5.2M$6.2M+$947.2K2026-10-22
Spinnaker Investment Group, LLC
INCREASED204,726130,254+74,472+57%$3.7M$6.1M+$2.5M2026-10-13
Apeiron RIA LLC
INCREASED202,57497,466+105,108+108%$2.7M$6.0M+$3.3M2026-10-08
Midwest Capital Advisors, LLC
INCREASED200,415194,132+6,283+3%$5.4M$6.0M+$539.0K2026-11-04
Brookstone Capital Management
DECREASED192,597224,403-31,806-14%$6.3M$5.8M-$543.6K2026-10-22
A4 Wealth Advisors LLC
INCREASED190,444146,764+43,680+30%$4.1M$5.7M+$1.6M2026-10-20
Plancorp, LLC
DECREASED188,131208,544-20,413-10%$5.9M$5.5M-$370.1K2026-11-03
Detalus Advisors, LLC
INCREASED186,343170,294+16,049+9%$4.8M$5.6M+$787.4K2026-10-15
WJ Wealth Management, LLC
INCREASED180,1558,525+171,630+2013%$239.1K$5.4M+$5.1M2026-11-03
Bay Harbor Wealth Management, LLC
DECREASED170,686175,324-4,638-3%$4.9M$5.1M+$178.8K2026-11-03
Simplicity Wealth,LLC
INCREASED166,784116,258+50,526+43%$3.3M$5.0M+$1.7M2026-10-23
West Wealth Group, LLC
INCREASED166,783153,364+13,419+9%$4.3M$5.0M+$678.3K2026-10-14
Sofi Wealth, LLC
NEW163,868—+163,868——$4.9M—2026-10-27
Cobblestone Asset Management LLC
DECREASED162,033164,290-2,257-1%$4.6M$4.8M+$230.0K2026-10-13
Cypress Wealth Services, LLC
INCREASED161,572158,734+2,838+2%$4.5M$4.9M+$409.2K2026-10-21
Ehrlich Financial Group
INCREASED154,44290,355+64,087+71%$2.5M$4.6M+$2.1M2026-10-20
SigFig Wealth Management, LLC
INCREASED152,769147,878+4,891+3%$4.2M$4.6M+$404.8K2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED150,31771,036+79,281+112%$2.0M$4.5M+$2.5M2026-10-16
Blue Trust, Inc.
DECREASED146,795155,107-8,312-5%$4.4M$4.4M+$32.5K2026-10-15
Skyline Advisors, Inc.
DECREASED143,116143,194-780%$4.0M$4.3M+$256.9K2026-11-03
Peak Wealth Management LLC
INCREASED139,445131,773+7,672+6%$3.7M$4.2M+$457.8K2026-10-26
Corrado Advisors, LLC
INCREASED138,883132,866+6,017+5%$3.7M$4.1M+$420.2K2026-10-27
Focus Financial Network, Inc.
INCREASED136,275128,812+7,463+6%$3.6M$4.1M+$456.0K2026-10-14
Creative Financial Designs Inc
INCREASED135,138472+134,666+28531%$13.2K$4.0M+$4.0M2026-11-04
Bedminster, LLC
INCREASED128,10195,170+32,931+35%$2.7M$3.8M+$1.2M2026-11-04
Claro Advisors Inc.
INCREASED126,989124,367+2,622+2%$3.5M$3.8M+$303.4K2026-11-02
Wealth Quarterback LLC
INCREASED125,572118,624+6,948+6%$3.3M$3.7M+$422.2K2026-10-20
Core Wealth Advisors, LLC
INCREASED123,386122,635+751+1%$3.4M$3.7M+$244.4K2026-11-05
Avid Wealth Partners LLC
INCREASED122,465113,622+8,843+8%$3.2M$3.7M+$469.7K2026-11-03
Newport Capital Group, LLC
NEW121,796—+121,796——$3.6M—2026-10-16
Golden State Wealth Management, LLC
INCREASED120,401117,571+2,830+2%$3.3M$3.6M+$297.3K2026-11-02
Uptick Partners, LLC
INCREASED119,923113,117+6,806+6%$3.2M$3.6M+$408.0K2026-11-04
Balefire, LLC
INCREASED118,22773,785+44,442+60%$2.1M$3.5M+$1.5M2026-10-09
Independent Financial Group, LLC
INCREASED117,557112,069+5,488+5%$3.1M$3.5M+$366.7K2026-10-13
FFG Retirement Advisors LLC
NEW116,113—+116,113——$3.5M—2026-10-20
Security National Bank
NEW115,329—+115,329——$3.4M—2026-10-26
Csenge Advisory Group
INCREASED112,78289,823+22,959+26%$2.5M$3.4M+$848.1K2026-11-04
Sovran Advisors, LLC
INCREASED110,94397,675+13,268+14%$2.8M$3.3M+$523.4K2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED110,313107,196+3,117+3%$3.0M$3.3M+$287.1K2026-10-13
Town Capital LLC
INCREASED110,021108,990+1,031+1%$3.1M$3.3M+$228.1K2026-11-03
VestGen Advisors, LLC
DECREASED107,598109,768-2,170-2%$3.1M$3.2M+$133.9K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED105,730109,695-3,965-4%$3.1M$3.2M+$80.2K2026-10-14
PFG Advisors
INCREASED104,75996,143+8,616+9%$2.7M$3.1M+$431.3K2026-10-16
Mather Group, Llc.
INCREASED98,64383,388+15,255+18%$2.3M$2.9M+$606.4K2026-10-14
Cornerstone Planning Group LLC
INCREASED95,81193,945+1,866+2%$2.7M$2.9M+$168.9K2026-10-16
SWP Financial LLC
DECREASED93,595100,281-6,686-7%$2.8M$2.8M-$18.1K2026-10-23
Asset One Wealth Management LLC
NEW93,348—+93,348——$2.8M—2026-11-02
Hoxton Planning & Management, LLC
INCREASED93,28787,538+5,749+7%$2.5M$2.8M+$330.1K2026-10-15
Arch Global Advisors, LLC
NEW92,792—+92,792——$2.8M—2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED89,44250,301+39,141+78%$1.4M$2.7M+$1.3M2026-10-14
Apollon Wealth Management, LLC
INCREASED86,97280,883+6,089+8%$2.3M$2.6M+$328.2K2026-10-23
Vicus Capital
NEW84,406—+84,406——$2.5M—2026-11-05
Fifth Third Wealth Advisors LLC
NEW83,346—+83,346——$2.5M—2026-10-22
Beacon Capital Management, LLC
INCREASED82,18435,497+46,687+132%$995.7K$2.5M+$1.5M2026-10-23
Ashton Thomas Securities, LLC
DECREASED81,94887,123-5,175-6%$2.4M$2.4M+$5.1K2026-10-26
RFG Advisory, LLC
INCREASED76,99566,327+10,668+16%$1.9M$2.3M+$438.6K2026-11-03
One Wealth Capital Management, LLC
DECREASED74,85185,937-11,086-13%$2.4M$2.2M-$175.5K2026-10-23
Tempus Wealth Planning, LLC
INCREASED74,73854,287+20,451+38%$1.5M$2.2M+$708.9K2026-10-14
Milestone Asset Management, LLC
DECREASED74,019136,206-62,187-46%$3.8M$2.2M-$1.6M2026-10-15
MGO One Seven LLC
INCREASED73,65371,615+2,038+3%$2.0M$2.2M+$190.5K2026-10-28
Centurion Wealth Management LLC
NEW71,982—+71,982——$2.1M—2026-10-13
Catalyst Private Wealth, LLC
INCREASED69,81449,935+19,879+40%$1.4M$2.1M+$684.0K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED68,67270,191-1,519-2%$2.0M$2.1M+$81.7K2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED68,49763,606+4,891+8%$1.8M$2.0M+$261.2K2026-10-19
Wealthcare Advisory Partners LLC
NEW66,123—+66,123——$2.0M—2026-10-21
Alterna Wealth Management, Inc
INCREASED61,41960,348+1,071+2%$1.7M$1.8M+$141.2K2026-10-27
Verus Capital Partners, LLC
DECREASED61,05861,078-200%$1.7M$1.8M+$110.0K2026-11-03
Pinion Investment Advisors, LLC
INCREASED60,78451,508+9,276+18%$1.4M$1.8M+$370.2K2026-11-04
Integrated Advisors Network LLC
INCREASED60,74148,996+11,745+24%$1.4M$1.8M+$439.4K2026-10-20
B.O.S.S. Retirement Advisors, LLC
INCREASED59,42437,175+22,249+60%$1.0M$1.8M+$731.6K2026-10-26
Portfolio Resources Advisor Group, Inc.
DECREASED57,54357,834-2910%$1.6M$1.7M+$96.0K2026-10-20
Hyposwiss Advisors SA
INCREASED55,94054,840+1,100+2%$1.5M$1.7M+$132.1K2026-10-26
Strategic Blueprint, LLC
INCREASED54,28522,949+31,336+137%$643.7K$1.6M+$977.2K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED53,13543,166+9,969+23%$1.2M$1.6M+$375.8K2026-10-13
Insight Wealth Strategies, LLC
NEW52,868—+52,868——$1.6M—2026-10-09
Atlatl Advisers LLC
DECREASED52,85554,965-2,110-4%$1.5M$1.6M+$36.5K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED52,71039,994+12,716+32%$1.1M$1.6M+$452.1K2026-10-29
WealthPLAN Partners, LLC
INCREASED52,54152,149+392+1%$1.5M$1.6M+$106.1K2026-10-15
Polaris Investment Advisors, LLC
INCREASED52,20640,731+11,475+28%$1.1M$1.6M+$416.4K2026-10-20
XY Planning Network, Inc.
INCREASED52,19539,817+12,378+31%$1.1M$1.6M+$441.7K2026-10-14
Kestra Private Wealth Services, LLC
NEW50,941—+50,941——$1.5M—2026-10-30
Sigma Planning Corp
INCREASED50,84115,295+35,546+232%$429.0K$1.5M+$1.1M2026-10-23
WealthPoint Financial, LLC
INCREASED50,69549,683+1,012+2%$1.4M$1.5M+$120.1K2026-11-03
Able Wealth Management LLC
INCREASED49,61147,866+1,745+4%$1.3M$1.5M+$146.2K2026-10-13
Swmg, LLC
DECREASED49,54055,045-5,505-10%$1.6M$1.5M-$98.4K2026-10-23
BCU Wealth Advisors, LLC
INCREASED47,75046,630+1,120+2%$1.3M$1.4M+$117.8K2026-10-16
J.M. Arbour, LLC
DECREASED47,66848,505-837-2%$1.4M$1.4M+$62.8K2026-11-05
Cassilly Financial Group LLC
INCREASED46,21240,294+5,918+15%$1.1M$1.4M+$249.6K2026-10-07
Optivise Advisory Services LLC
INCREASED45,95442,229+3,725+9%$1.2M$1.4M+$187.7K2026-10-19
Gen-Wealth Partners Inc
INCREASED45,53838,181+7,357+19%$1.1M$1.4M+$288.8K2026-11-04
Fiduciary Alliance LLC
DECREASED44,25952,618-8,359-16%$1.5M$1.3M-$154.4K2026-10-13
Rede Wealth, LLC
INCREASED44,06637,803+6,263+17%$1.1M$1.3M+$255.4K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED43,78241,286+2,496+6%$1.2M$1.3M+$146.8K2026-10-13
Oak Grove Capital LLC
UNCHANGED43,00043,00000%$1.2M$1.3M+$77.8K2026-10-09
Silverlake Wealth Management LLC
INCREASED42,63533,952+8,683+26%$952.4K$1.3M+$320.7K2026-10-21
Firethorn Wealth Partners, LLC
INCREASED41,81315,909+25,904+163%$446.2K$1.2M+$802.3K2026-10-14
Integrated Wealth Management
INCREASED41,31933,334+7,985+24%$935.0K$1.2M+$298.8K2026-10-19
Maia Wealth LLC
NEW39,964—+39,964——$1.2M—2026-10-19
PCG Asset Management, LLC
NEW39,618—+39,618——$1.2M—2026-11-05
Two West Capital Advisors LLC
INCREASED37,33032,615+4,715+14%$928.3K$1.1M+$184.1K2026-10-15
Absolute Capital Management, LLC
INCREASED36,82933,474+3,355+10%$939.0K$1.1M+$160.8K2026-10-16
CoreCap Advisors, LLC
INCREASED36,43032,826+3,604+11%$920.8K$1.1M+$167.0K2026-10-08
JFS Wealth Advisors, LLC
DECREASED35,25136,163-912-3%$1.0M$1.1M+$38.2K2026-11-03
Basso Capital Management, L.P.
NEW34,240—+34,240——$1.0M—2026-10-30
Asempa Wealth Advisors
INCREASED34,06221,018+13,044+62%$589.6K$1.0M+$426.9K2026-10-07
First Heartland Consultants, Inc.
DECREASED33,63934,357-718-2%$963.7K$1.0M+$40.7K2026-10-08
Rossby Financial, LCC
NEW33,005—+33,005——$985.5K—2026-11-05
Parallel Advisors, LLC
DECREASED31,85033,199-1,349-4%$931.3K$951.0K+$19.8K2026-11-03
Triton Wealth Management, Pllc
NEW31,225—+31,225——$919.7K—2026-11-04
Hobbs Wealth Management, LLC
INCREASED30,86128,933+1,928+7%$811.6K$921.5K+$109.9K2026-10-20
Elevated Financial Group LLC
NEW30,854—+30,854——$921.3K—2026-10-16
Retirement Wealth Solutions LLC
INCREASED30,64930,617+32+0%$858.8K$915.2K+$56.4K2026-10-07
RDA Financial Network
DECREASED30,51030,552-420%$857.0K$911.0K+$54.0K2026-10-15
United Advisor Group, LLC
INCREASED29,53728,163+1,374+5%$790.0K$882.0K+$92.0K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED28,54020,837+7,703+37%$584.5K$852.2K+$267.7K2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED28,49022,414+6,076+27%$628.7K$850.7K+$222.0K2026-11-03
Ascentis Independent Advisors
NEW28,354—+28,354——$846.5K—2026-11-03
FWG Investments, Llc.
INCREASED27,82120,907+6,914+33%$586.5K$830.7K+$244.3K2026-11-03
Lantern Wealth Advisors, LLC
INCREASED27,51321,880+5,633+26%$613.7K$821.5K+$207.8K2026-10-22
Parkway Wealth Management Group, LLC
INCREASED27,48211,014+16,468+150%$308.9K$820.6K+$511.7K2026-10-20
Private Trust Co NA
INCREASED27,19314,754+12,439+84%$413.9K$812.0K+$398.1K2026-10-20
LongView Wealth Management
INCREASED27,1119,593+17,518+183%$269.1K$809.5K+$540.4K2026-10-19
Key Capital Management, Inc
INCREASED26,66313,419+13,244+99%$376.4K$796.2K+$419.8K2026-11-03
Merkkuri Wealth Advisors LLC
INCREASED26,24625,671+575+2%$720.1K$783.7K+$63.6K2026-11-03
Legacy Advisory Services, LLC
NEW25,122—+25,122——$750.1K—2026-10-20
Flagship Harbor Advisors, LLC
NEW25,050—+25,050——$748.0K—2026-10-26
Accelerate Investment Advisors LLC
NEW24,427—+24,427——$729.4K—2026-11-02
SAX Wealth Advisors, LLC
NEW23,875—+23,875——$712.9K—2026-10-13
Elevated Capital Advisors, LLC
INCREASED23,1671,579+21,588+1367%$44.3K$691.8K+$647.5K2026-11-04
MKT Advisors LLC
INCREASED22,89321,249+1,644+8%$598.4K$684.7K+$86.4K2026-10-20
Range Financial Group LLC
NEW22,747—+22,747——$679.2K—2026-10-21
Latitude Advisors, LLC
NEW22,321—+22,321——$666.5K—2026-10-27
Selby Wealth Management, LLC
NEW22,111—+22,111——$660.2K—2026-10-16
Ascentis Wealth Management, LLC
NEW22,044—+22,044——$658.2K—2026-11-03
Aspire Private Capital, LLC
INCREASED21,73018,427+3,303+18%$516.9K$648.9K+$132.0K2026-11-05
Fifth Third Bancorp
INCREASED21,69421,349+345+2%$598.8K$647.8K+$48.9K2026-11-05
Beacon Financial Advisory LLC
INCREASED21,37315,524+5,849+38%$435.4K$638.2K+$202.8K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED21,36721,336+31+0%$598.5K$638.0K+$39.5K2026-11-05
BOS Asset Management, LLC
INCREASED21,31020,945+365+2%$587.5K$636.3K+$48.8K2026-10-09
Sutton Place Investors LLC
INCREASED21,24220,754+488+2%$582.2K$634.3K+$52.1K2026-10-20
Kingdom Financial Group Llc.
INCREASED20,8506,666+14,184+213%$187.0K$622.6K+$435.6K2026-11-04
LifeSteps Financial, Inc.
INCREASED20,8122,195+18,617+848%$61.6K$621.4K+$559.9K2026-10-15
Signal Advisors Wealth, LLC
DECREASED20,66521,868-1,203-5%$613.4K$617.1K+$3.7K2026-10-13
Titleist Asset Management, LLC
NEW20,443—+20,443——$610.4K—2026-10-08
Rose Capital Advisors LLC
NEW20,110—+20,110——$600.5K—2026-11-04
Sierra Ocean, LLC
NEW19,171—+19,171——$572.4K—2026-11-03
W Advisors, LLC
INCREASED19,06116,668+2,393+14%$467.5K$569.2K+$101.6K2026-11-02
Lloyd Advisory Services, Llc.
INCREASED18,96013,233+5,727+43%$371.2K$566.1K+$195.0K2026-11-02
Boyum Wealth Architects LLC
INCREASED18,81416,736+2,078+12%$474.6K$563.9K+$89.2K2026-10-06
BigSur Wealth Management LLC
UNCHANGED17,80017,80000%$499.3K$531.5K+$32.2K2026-10-13
Davenport & Co LLC
INCREASED17,11216,485+627+4%$462.4K$511.0K+$48.6K2026-10-14
Decker Retirement Planning Inc.
NEW16,939—+16,939——$505.8K—2026-10-19
Quantify Chaos Advisors, LLC
NEW16,484—+16,484——$492.2K—2026-11-04
Perigon Wealth Management, LLC
DECREASED15,55916,044-485-3%$450.0K$464.6K+$14.6K2026-10-22
Oregon Pacific Wealth Management, LLC
INCREASED15,51715,048+469+3%$422.1K$463.3K+$41.2K2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED14,88511,608+3,277+28%$325.6K$444.5K+$118.9K2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED14,86638,777-23,911-62%$1.1M$443.9K-$643.8K2026-10-08
Harbor Capital Advisors, Inc.
NEW14,638—+14,638——$437.0K—2026-10-22
Keystone Wealth Services, LLC
INCREASED14,5407,740+6,800+88%$217.1K$433.3K+$216.2K2026-11-03
Avantra Family Wealth, Inc.
INCREASED14,49914,042+457+3%$393.9K$432.9K+$39.1K2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW14,388—+14,388——$429.4K—2026-10-27
Castleview Partners, LLC
INCREASED14,27613,369+907+7%$375.0K$426.3K+$51.3K2026-10-09
First Hawaiian Bank
NEW14,218—+14,218——$424.5K—2026-10-14
Wedbush Securities Inc
INCREASED14,21012,199+2,011+16%$342.0K$424.0K+$82.0K2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED13,98412,745+1,239+10%$357.5K$417.6K+$60.1K2026-10-28
Blue Capital, Inc.
DECREASED13,90914,129-220-2%$396.3K$415.3K+$19.0K2026-10-13
Cape Investment Advisory, Inc.
INCREASED13,74912,696+1,053+8%$356.1K$410.5K+$54.4K2026-10-13
Strategy Asset Managers LLC
INCREASED13,4658,690+4,775+55%$243.7K$402.1K+$158.3K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED13,2427,311+5,931+81%$205.1K$395.4K+$190.3K2026-10-23
LiftPoint Family Wealth Advisors LLC
INCREASED13,09112,736+355+3%$357.2K$390.9K+$33.7K2026-11-03
M Holdings Securities, Inc.
DECREASED12,97313,792-819-6%$388.0K$382-$387.6K2026-11-03
WealthBridge Capital Management, LLC
NEW12,972—+12,972——$387.3K—2026-10-16
Legacy Wealth Partners, LLC
INCREASED12,82212,281+541+4%$344.5K$382.9K+$38.4K2026-10-15
Zenith Solutions, Inc.
DECREASED12,73012,763-330%$358.0K$380.1K+$22.1K2026-10-19
Richmond Investment Services, LLC
INCREASED12,72012,572+148+1%$352.7K$379.8K+$27.2K2026-10-29
Signature Equity Partners, LLC
INCREASED12,1891,777+10,412+586%$49.9K$364.0K+$314.1K2026-10-29
Fulcrum Equity Management
INCREASED11,73110,672+1,059+10%$299.3K$350.3K+$50.9K2026-10-21
Arcadia Wealth Management, LLC
NEW11,682—+11,682——$348.8K—2026-10-22
BridgePort Financial Solutions, LLC
DECREASED10,66810,953-285-3%$307.2K$318.5K+$11.3K2026-11-02
Lockerman Financial Group, Inc.
INCREASED10,56010,123+437+4%$284.0K$315.3K+$31.4K2026-10-19
Compound Planning, Inc.
DECREASED10,29911,315-1,016-9%$317.4K$307.5K-$9.9K2026-11-05
MSH Capital Advisors LLC
INCREASED10,2359,534+701+7%$267.4K$305.6K+$38.2K2026-11-03
Smart Wealth LLC
NEW10,073—+10,073——$300.8K—2026-11-04
McHugh Group, LLC
UNCHANGED10,00010,00000%$280.5K$298.6K+$18.1K2026-10-19
Quartz Partners, LLC
INCREASED9,7778,718+1,059+12%$244.5K$292.0K+$47.4K2026-11-03
Ables, Iannone, Moore & Associates, Inc.
INCREASED9,2928,492+800+9%$238.2K$277.5K+$39.3K2026-10-06
Stirlingshire Investments, Inc.
INCREASED9,2868,612+674+8%$241.6K$277.3K+$35.7K2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED9,2699,484-215-2%$266.0K$276.8K+$10.7K2026-10-16
Cap Partners, LLC
NEW9,159—+9,159——$273.5K—2026-10-19
Centennial Advisors, LLC
NEW9,007—+9,007——$269.0K—2026-10-21
BAM Wealth Management, LLC
NEW8,936—+8,936——$266.8K—2026-10-15
EverSource Wealth Advisors, LLC
INCREASED8,7828,451+331+4%$237.1K$262.2K+$25.2K2026-11-04
LS Investment Advisors, LLC
NEW8,665—+8,665——$258.7K—2026-10-13
Midwest Financial Network, LLC
INCREASED8,6387,410+1,228+17%$207.9K$257.9K+$50.1K2026-10-13
Semus Wealth Partners LLC
INCREASED8,5857,373+1,212+16%$206.8K$256.3K+$49.5K2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED8,5148,043+471+6%$225.6K$254.2K+$28.6K2026-11-04
Marks Group Wealth Management, Inc
DECREASED8,2888,781-493-6%$246.3K$247.5K+$1.2K2026-11-05
Chicago Partners Investment Group LLC
NEW8,231—+8,231——$244.2K—2026-10-27
Raleigh Capital Management Inc.
INCREASED8,2187,738+480+6%$217.1K$245.4K+$28.3K2026-10-28
Sowell Financial Services LLC
NEW7,970—+7,970——$238.0K—2026-10-23
Omni 360 Wealth, Inc.
INCREASED7,9337,162+771+11%$200.9K$236.9K+$36.0K2026-10-13
Accurate Wealth Management, LLC
NEW7,706—+7,706——$231.2K—2026-10-20
Creative Planning
NEW7,504—+7,504——$224.1K—2026-11-02
Wells Financial Advisors Inc
NEW7,120—+7,120——$212.6K—2026-11-02
Aegis Wealth Management, Inc.
NEW7,082—+7,082——$211.5K—2026-10-26
Gateway Investment Advisers LLC
NEW6,731—+6,731——$201.0K—2026-10-13
Chilton Capital Management LLC
NEW5,661—+5,661——$169.0K—2026-10-28
US Bancorp \de\
DECREASED4,83615,107-10,271-68%$423.8K$144.4K-$279.4K2026-11-05
Montgomery Financial Services LLC
INCREASED3,939597+3,342+560%$16.7K$117.6K+$100.9K2026-11-03
Gilpin Wealth Management, LLC
INCREASED2,4411,244+1,197+96%$34.9K$72.9K+$38.0K2026-10-09
UMB Private Wealth Management, LLC
NEW2,336—+2,336——$69.8K—2026-10-19
Heritage Family Offices, LLP
NEW2,258—+2,258——$67.4K—2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED1,5381,347+191+14%$37.8K$45.9K+$8.1K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED1,109173+936+541%$4.9K$33.1K+$28.3K2026-11-05
Evolution Wealth Management Inc.
NEW1,008—+1,008——$30.1K—2026-10-28
Acumen Wealth Advisors, LLC
NEW695—+695——$20.8K—2026-11-05
Lanark Financial, Inc.
INCREASED581150+431+287%$4.2K$17.3K+$13.1K2026-10-26
Harbor Investment Advisory, LLC
INCREASED478452+26+6%$12.7K$14.3K+$1.6K2026-10-13
Networth Advisors, LLC
DECREASED433445-12-3%$12.5K$12.9K+$4482026-11-03
SJS Investment Consulting Inc.
NEW209—+209——$6.2K—2026-10-26
Horizon Financial Services, LLC
NEW201—+201——$6.0K—2026-11-04
Beacon Investment Advisory Services, Inc.
NEW176—+176——$5.3K—2026-10-13
Team Financial Group, LLC
NEW132—+132——$3.9K—2026-10-30
NBT Bank, N.A.
NEW113—+113——$3.4K—2026-10-21
Cullen T Bankers, Inc.
NEW110—+110——$3.3K—2026-10-28
Essential Partners LLC
NEW107—+107——$3.2K—2026-10-14
Lynch Investment Planning, LLC
NEW45—+45——$1.3K—2026-10-27
Parkside Financial Bank & Trust
NEW35—+35——$1.0K—2026-10-27
Compass Financial Management LLC
NEW28—+28——$836—2026-10-30
Downshift Financial, LLC
NEW17—+17——$508—2026-10-13
Scarborough Advisors, LLC
CLOSED0872,596-872,596-100%$24.8M$0-$24.8M2026-10-16
Arwa LLC
CLOSED044,717-44,717-100%$1.3M$0-$1.3M2026-10-21
World Equity Group, Inc.
CLOSED015,363-15,363-100%$430.9K$0-$430.9K2026-10-14
Kestra Investment Management, LLC
CLOSED07,892-7,892-100%$221.4K$0-$221.4K2026-11-04
RCS Financial Planning, LLC
CLOSED07,203-7,203-100%$202.0K$0-$202.0K2026-10-14
Archer Investment Corp
CLOSED0506-506-100%$14.2K$0-$14.2K2026-11-05
Pittenger & Anderson Inc
CLOSED0210-210-100%$5.9K$0-$5.9K2026-11-02
Capital Investment Advisory Services, LLC
CLOSED070-70-100%$2.0K$0-$2.0K2026-10-30
AdvisorNet Financial, Inc
CLOSED051-51-100%$1.4K$0-$1.4K2026-10-15
Envestnet Asset Management Inc
N/A—50,663,703-50,663,703-100%$1.4B———
LPL Financial LLC
N/A—21,732,229-21,732,229-100%$609.6M———
JPMorgan Chase & Co
N/A—10,676,181-10,676,181-100%$300.1M———
Morgan Stanley
N/A—5,509,230-5,509,230-100%$154.5M———
Envestnet Portfolio Solutions, Inc.
N/A—5,023,371-5,023,371-100%$140.9M———
MML Investors Services, LLC
N/A—3,583,114-3,583,114-100%$100.5M———
Cetera Investment Advisers
N/A—3,489,256-3,489,256-100%$97.9M———
Janney Montgomery Scott LLC
N/A—2,964,562-2,964,562-100%$83.2M———
BlackRock, Inc.
N/A—2,961,952-2,961,952-100%$83.1M———
Foundations Investment Advisors, LLC
N/A—2,729,797-2,729,797-100%$76.6M———
OneDigital Investment Advisors LLC
N/A—2,408,810-2,408,810-100%$67.6M———
Sanctuary Advisors, LLC
N/A—2,241,899-2,241,899-100%$62.9M———
Advocacy Wealth Management, LLC
N/A—2,116,253-2,116,253-100%$59.4M———
NewEdge Advisors, LLC
N/A—2,106,903-2,106,903-100%$59.1M———
Merit Financial Group, LLC
N/A—1,644,090-1,644,090-100%$46.1M———
United Capital Financial Advisors, LLC
N/A—1,435,675-1,435,675-100%$40.1M———
SK Wealth Management, LLC
N/A—1,170,248-1,170,248-100%$33.9M———
Stifel Financial Corp
N/A—1,062,594-1,062,594-100%$29.8M———
Equitable Holdings, Inc.
N/A—1,053,590-1,053,590-100%$29.6M———
Jane Street Group, LLC
N/A—1,023,364-1,023,364-100%$28.7M———
CreativeOne Wealth, LLC
N/A—748,336-748,336-100%$21.0M———
Arax Advisory Partners
N/A—665,563-665,563-100%$18.7M———
AE Wealth Management LLC
N/A—571,535-571,535-100%$16.0M———
Capital Analysts, LLC
N/A—571,327-571,327-100%$16.0M———
Vestmark Advisory Solutions, Inc.
N/A—449,617-449,617-100%$12.6M———
Icon Wealth Advisors, LLC
N/A—447,483-447,483-100%$12.6M———
Cerity Partners LLC
N/A—434,013-434,013-100%$12.2M———
Royal Bank of Canada
N/A—432,627-432,627-100%$12.1M———
AllGen Financial Advisors, Inc.
N/A—403,110-403,110-100%$11.3M———
&partners
N/A—400,486-400,486-100%$11.3M———
Perennial Investment Advisors, LLC
N/A—361,743-361,743-100%$10.1M———
Private Advisor Group, LLC
N/A—347,521-347,521-100%$9.7M———
Waverly Advisors, LLC
N/A—334,238-334,238-100%$9.4M———
Wealth Alliance, LLC
N/A—319,003-319,003-100%$8.9M———
Mutual Advisors, LLC
N/A—313,134-313,134-100%$8.8M———
One Wealth Advisors, LLC
N/A—308,997-308,997-100%$8.7M———
Global Retirement Partners, LLC
N/A—301,882-301,882-100%$8.5M———
Integrated Wealth Concepts LLC
N/A—293,807-293,807-100%$8.2M———
Synergy Investment Management, LLC
N/A—292,255-292,255-100%$8.2M———
Orion Porfolio Solutions, LLC
N/A—278,073-278,073-100%$7.8M———
Keystone Financial Group
N/A—274,563-274,563-100%$7.7M———
Kickstand Ventures, Llc.
N/A—247,592-247,592-100%$6.9M———
Modern Wealth Management, LLC
N/A—241,245-241,245-100%$6.8M———
Focus Partners Advisor Solutions, LLC
N/A—221,603-221,603-100%$6.2M———
Mariner, LLC
N/A—216,124-216,124-100%$6.1M———
Arkadios Wealth Advisors
N/A—209,980-209,980-100%$5.9M———
PAX Financial Group, LLC
N/A—209,742-209,742-100%$5.9M———
Stokes Family Office, LLC
N/A—203,957-203,957-100%$5.7M———
Regal Investment Advisors LLC
N/A—192,050-192,050-100%$5.4M———
Keystone Financial Services
N/A—189,907-189,907-100%$5.3M———
Invst, LLC
N/A—184,463-184,463-100%$5.2M———
Summit Financial, LLC
N/A—181,351-181,351-100%$5.1M———
Curtis Wealth Management LLC
N/A—180,588-180,588-100%$5.1M———
WNY Asset Management, LLC
N/A—178,259-178,259-100%$5.0M———
Ameritas Advisory Services, LLC
N/A—177,637-177,637-100%$5.0M———
Beacon Bridge Wealth Partners, LLC
N/A—176,392-176,392-100%$4.9M———
Legacy Financial Group LLC
N/A—175,743-175,743-100%$4.9M———
Principal Securities, Inc.
N/A—174,643-174,643-100%$4.9M———
Steelhead Wealth Management LLC
N/A—155,880-155,880-100%$4.4M———
Frisch Financial Group, Inc.
N/A—149,458-149,458-100%$4.2M———
Mayflower Financial Advisors, LLC
N/A—137,833-137,833-100%$3.9M———
WCG Wealth Advisors LLC
N/A—132,135-132,135-100%$3.7M———
Kensington Asset Management, LLC
N/A—120,000-120,000-100%$3.4M———
Spectrum Planning & Advisory Services Inc.
N/A—115,305-115,305-100%$3.2M———
Shared Vision Wealth Group LLC
N/A—112,361-112,361-100%$3.2M———
Daviman Financial, LLC
N/A—111,963-111,963-100%$3.1M———
Tyche Wealth Partners LLC
N/A—110,205-110,205-100%$3.1M———
Twin Peaks Wealth Advisors, LLC
N/A—109,971-109,971-100%$3.1M———
Strategies Wealth Advisors, LLC
N/A—107,427-107,427-100%$3.0M———
Gateway Wealth Partners, LLC
N/A—107,059-107,059-100%$3.0M———
World Investment Advisors
N/A—106,464-106,464-100%$3.0M———
Vertex Planning Partners, LLC
N/A—100,601-100,601-100%$2.8M———
Endeavor Private Wealth, Inc.
N/A—98,073-98,073-100%$2.8M———
Chatterton & Associates Inc.
N/A—97,798-97,798-100%$2.8M———
EQ LLC
N/A—91,703-91,703-100%$2.6M———
Kingsview Wealth Management, LLC
N/A—91,390-91,390-100%$2.6M———
EWA, LLC
N/A—88,911-88,911-100%$2.5M———
Forum Finance Group S.A.
N/A—88,071-88,071-100%$2.0K———
BlackDiamond Wealth Management, LLC
N/A—83,044-83,044-100%$2.4M———
Beto Financial Group, LLC
N/A—81,885-81,885-100%$2.3M———
Mercer Global Advisors Inc
N/A—81,342-81,342-100%$2.3M———
Intentional Wealth Strategies, LLC
N/A—80,649-80,649-100%$2.3M———
Theory Financial LLC
N/A—80,322-80,322-100%$2.3M———
Stratos Wealth Partners, Ltd.
N/A—79,350-79,350-100%$2.2M———
Advisory Services Network, LLC
N/A—79,157-79,157-100%$2.2M———
WealthShield Partners, LLC
N/A—77,709-77,709-100%$2.2M———
Tradition Wealth Management, LLC
N/A—74,889-74,889-100%$2.1M———
Wealthgarden F.S. LLC
N/A—67,777-67,777-100%$1.9M———
ArborFi Advisors, LLC
N/A—62,701-62,701-100%$1.8M———
Redwood Investment Management, LLC
N/A—62,394-62,394-100%$1.8M———
5T Wealth, LLC
N/A—61,505-61,505-100%$1.7M———
HighTower Advisors, LLC
N/A—61,397-61,397-100%$1.7M———
Aspire Capital Advisors LLC
N/A—58,772-58,772-100%$1.6M———
Rothschild Wealth LLC
N/A—57,180-57,180-100%$1.6M———
M1 Capital Management LLC
N/A—56,697-56,697-100%$1.6M———
Elequin Capital, LP
N/A—56,013-56,013-100%$1.6M———
Seeds Investor LLC
N/A—53,747-53,747-100%$1.5M———
Argent Trust Co
N/A—51,827-51,827-100%$1.5M———
LifePlan Investment Advisors, Inc.
N/A—51,199-51,199-100%$1.4M———
Davis Wealth Advisors, LLC
N/A—49,934-49,934-100%$1.4M———
Osaic Holdings, Inc.
N/A—49,370-49,370-100%$1.4M———
Advyzon Investment Management, LLC
N/A—47,891-47,891-100%$1.3M———
Barnes Wealth Management Group, Inc
N/A—45,633-45,633-100%$1.3M———
Marex Group Ltd
N/A—45,000-45,000-100%$1.3M———
Hopwood Nicholas Hunter
N/A—42,994-42,994-100%$1.2M———
Cary Street Partners Financial LLC
N/A—40,125-40,125-100%$1.1M———
Keebeck Wealth Management
N/A—39,507-39,507-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—35,725-35,725-100%$1.0M———
Resurgent Financial Advisors LLC
N/A—35,119-35,119-100%$985.1K———
Cadia Private Client LLC
N/A—33,201-33,201-100%$931.3K———
Centaurus Financial, Inc.
N/A—32,580-32,580-100%$914.0K———
Steward Partners Investment Advisory, LLC
N/A—29,658-29,658-100%$831.9K———
WealthTrak Capital Management LLC
N/A—29,473-29,473-100%$826.7K———
Cary Street Partners Investment Advisory LLC
N/A—28,738-28,738-100%$806.1K———
Harbour Investments, Inc.
N/A—28,279-28,279-100%$793.2K———
Oak Wealth Advisors LLC
N/A—28,109-28,109-100%$788.4K———
Leigh Baldwin & Co., LLC
N/A—27,717-27,717-100%$777.5K———
SlateStone Wealth, LLC
N/A—27,500-27,500-100%$771.0K———
GatePass Capital, LLC
N/A—24,951-24,951-100%$699.9K———
Beacon Pointe Advisors, LLC
N/A—23,992-23,992-100%$673.0K———
GeoWealth Management, LLC
N/A—23,782-23,782-100%$667.1K———
Transamerica Financial Advisors, LLC
N/A—23,689-23,689-100%$664.5K———
Transcend Capital Advisors, LLC
N/A—23,600-23,600-100%$662.0K———
Magnolia Private Wealth, LLC
N/A—23,369-23,369-100%$655.5K———
FLP Wealth Management, LLC
N/A—22,491-22,491-100%$630.9K———
Sovereign Financial Group, Inc.
N/A—22,463-22,463-100%$630.1K———
Nwam LLC
N/A—21,817-21,817-100%$612.0K———
Maripau Wealth Management LLC
N/A—21,676-21,676-100%$608.0K———
PFG Investments, LLC
N/A—18,369-18,369-100%$515.2K———
Concorde Asset Management, LLC
N/A—17,714-17,714-100%$496.9K———
Founders Financial Alliance, LLC
N/A—17,619-17,619-100%$494.2K———
Blalock Williams, LLC
N/A—16,789-16,789-100%$470.9K———
Arete Wealth Advisors, LLC
N/A—16,244-16,244-100%$455.6K———
EFG International AG
N/A—15,840-15,840-100%$444.3K———
BFC Planning, Inc.
N/A—14,860-14,860-100%$416.8K———
Brookwood Investment Group LLC
N/A—14,167-14,167-100%$397.4K———
VestGen Investment Management
N/A—12,760-12,760-100%$357.9K———
Empirical Asset Management, LLC
N/A—12,365-12,365-100%$346.8K———
IFG Advisory, LLC
N/A—11,761-11,761-100%$329.9K———
JT Stratford LLC
N/A—11,596-11,596-100%$325.3K———
Vantage Point Financial LLC
N/A—11,512-11,512-100%$322.9K———
Gladstone Institutional Advisory LLC
N/A—11,424-11,424-100%$320.5K———
Pinnacle Family Advisors, LLC
N/A—10,206-10,206-100%$286.3K———
IHT Wealth Management, LLC
N/A—9,810-9,810-100%$275.2K———
Main Street Financial Solutions, LLC
N/A—9,675-9,675-100%$271.4K———
Legacy Edge Advisors, LLC
N/A—9,648-9,648-100%$270.6K———
Vantus Wealth LLC
N/A—9,021-9,021-100%$253.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,082-8,082-100%$226.7K———
XTX Topco Ltd
N/A—7,983-7,983-100%$223.9K———
Moors & Cabot, Inc.
N/A—7,858-7,858-100%$220.4K———
GWN Securities Inc.
N/A—7,806-7,806-100%$219.0K———
Kilter Group LLC
N/A—7,764-7,764-100%$217.8K———
Continuum Advisory, LLC
N/A—7,088-7,088-100%$198.8K———
UBS Group AG
N/A—7,000-7,000-100%$196.4K———
Wellington-Altus USA Inc.
N/A—5,740-5,740-100%$156.5K———
Regatta Research & Money Management
N/A—5,242-5,242-100%$147.0K———
Imprint Wealth LLC
N/A—5,019-5,019-100%$140.8K———
Capital Advisor Network LLC
N/A—3,698-3,698-100%$103.7K———
New Republic Capital, LLC
N/A—3,472-3,472-100%$97.4K———
Fiduciary Financial Advisors
N/A—2,817-2,817-100%$79.0K———
Vision Retirement, LLC
N/A—1,508-1,508-100%$42.3K———
Northwestern Mutual Wealth Management Co
N/A—1,068-1,068-100%$30.0K———
Allworth Financial LP
N/A—1,000-1,000-100%$28.1K———
Huntington National Bank
N/A—747-747-100%$21.0K———
Rockefeller Capital Management L.P.
N/A—505-505-100%$14.2K———
Aptus Capital Advisors, LLC
N/A—394-394-100%$11.1K———
JPL Wealth Management, LLC
N/A—389-389-100%$10.9K———
Park Place Capital Corp
N/A—327-327-100%$9.2K———
Wells Fargo & Company
N/A—183-183-100%$5.1K———
Jones Financial Companies Lllp
N/A—105-105-100%$3.0K———
Tidemark, LLC
N/A—41-41-100%$1.2K———
Showing 465 of 465 institutions