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Ishares DEF Industrials ACT (IDEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
DECREASED
Shares3,984,812 from 4,789,547
Change-804,735 (-17%)
Value$124.4M (-$27.8M)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares2,239,078 from 2,477,448
Change-238,370 (-10%)
Value$69.9M (-$8.8M)
Filed 2026-11-05
JB Capital LLC
DECREASED
Shares1,621,862 from 1,845,628
Change-223,766 (-12%)
Value$50.6M (-$8.0M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares1,225,423 from 1,531,597
Change-306,174 (-20%)
Value$38.3M (-$10.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares704,271 from 714,708
Change-10,437 (-1%)
Value$22.0M (-$721.0K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares683,286 from 541,576
Change+141,710 (+26%)
Value$21.3M (+$4.1M)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares629,763 from 705,138
Change-75,375 (-11%)
Value$19.7M (-$2.7M)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares550,459 from 618,342
Change-67,883 (-11%)
Value$17.2M (-$2.5M)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares493,814 from 480,915
Change+12,899 (+3%)
Value$15.4M (+$242.0K)
Filed 2026-11-05
Sharkey, Howes & Javer
INCREASED
Shares454,419 from 446,691
Change+7,728 (+2%)
Value$14.2M (-$5.6K)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares375,062 from 377,114
Change-2,052 (-1%)
Value$11.7M (-$272.5K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
NEW
Shares359,011
Change+359,011
Value$11.2M
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares330,976 from 314,266
Change+16,710 (+5%)
Value$10.3M (+$348.1K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares294,916 from 198,230
Change+96,686 (+49%)
Value$9.1M (+$2.7M)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares240,629 from 182,404
Change+58,225 (+32%)
Value$7.3M (+$1.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares240,629 from 182,404
Change+58,225 (+32%)
Value$7.3M (+$1.4M)
Filed 2026-10-20
Swmg, LLC
DECREASED
Shares229,985 from 268,814
Change-38,829 (-14%)
Value$6.9M (-$1.6M)
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares223,835 from 257,487
Change-33,652 (-13%)
Value$7.0M (-$1.2M)
Filed 2026-10-13
Trek Financial, LLC
DECREASED
Shares213,381 from 247,299
Change-33,918 (-14%)
Value$6.7M (-$1.2M)
Filed 2026-10-29
Jmac Enterprises LLC
INCREASED
Shares189,705 from 183,731
Change+5,974 (+3%)
Value$5.9M (+$85.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares188,144 from 68,593
Change+119,551 (+174%)
Value$5.9M (+$3.7M)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares181,549 from 148,905
Change+32,644 (+22%)
Value$5.7M (+$937.1K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares181,504 from 136,936
Change+44,568 (+33%)
Value$5.7M (+$1.3M)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares170,028 from 133,752
Change+36,276 (+27%)
Value$5.3M (+$1.1M)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares163,772 from 221,228
Change-57,456 (-26%)
Value$5.1M (-$1.9M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares161,414 from 157,771
Change+3,643 (+2%)
Value$5.0M (+$26.5K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares147,921 from 86,516
Change+61,405 (+71%)
Value$4.6M (+$1.9M)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares146,646 from 165,154
Change-18,508 (-11%)
Value$4.6M (-$666.9K)
Filed 2026-10-08
Bay Harbor Wealth Management, LLC
DECREASED
Shares144,275 from 150,962
Change-6,687 (-4%)
Value$4.5M (-$292.3K)
Filed 2026-11-03
Tsfg, LLC
INCREASED
Shares143,045 from 115,038
Change+28,007 (+24%)
Value$4.5M (+$811.0K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares135,735 from 131,191
Change+4,544 (+3%)
Value$4.2M (+$69.4K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
INCREASED
Shares135,678 from 124,160
Change+11,518 (+9%)
Value$4.2M (+$291.0K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares128,495 from 101,393
Change+27,102 (+27%)
Value$4.0M (+$790.3K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares124,708 from 155,284
Change-30,576 (-20%)
Value$3.9M (-$1.0M)
Filed 2026-10-15
SigFig Wealth Management, LLC
DECREASED
Shares113,681 from 117,322
Change-3,641 (-3%)
Value$3.5M (-$122.2K)
Filed 2026-10-07
VestGen Advisors, LLC
DECREASED
Shares113,649 from 118,579
Change-4,930 (-4%)
Value$3.5M (-$219.5K)
Filed 2026-10-27
Scarborough Advisors, LLC
INCREASED
Shares109,223 from 13,358
Change+95,865 (+718%)
Value$3.4M (+$3.0M)
Filed 2026-10-16
Cobblestone Asset Management LLC
DECREASED
Shares102,193 from 123,418
Change-21,225 (-17%)
Value$3.2M (-$731.0K)
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares97,761 from 86,321
Change+11,440 (+13%)
Value$3.1M (+$309.5K)
Filed 2026-11-04
Cypress Wealth Services, LLC
DECREASED
Shares90,823 from 95,826
Change-5,003 (-5%)
Value$2.9M (-$165.4K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED
Shares88,705 from 111,562
Change-22,857 (-20%)
Value$2.8M (-$775.4K)
Filed 2026-11-05
Alterna Wealth Management, Inc
INCREASED
Shares87,996 from 82,448
Change+5,548 (+7%)
Value$2.7M (+$127.7K)
Filed 2026-10-27
Able Wealth Management LLC
DECREASED
Shares87,924 from 107,622
Change-19,698 (-18%)
Value$2.8M (-$619.8K)
Filed 2026-10-13
Polaris Investment Advisors, LLC
INCREASED
Shares85,675 from 84,002
Change+1,673 (+2%)
Value$2.7M (+$5.8K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares79,965 from 91,478
Change-11,513 (-13%)
Value$2.5M (-$487.7K)
Filed 2026-11-02
Lantz Financial LLC
DECREASED
Shares79,750 from 80,121
Change-371 (0%)
Value$2.5M (-$55.9K)
Filed 2026-10-15
Absolute Capital Management, LLC
DECREASED
Shares73,564 from 78,418
Change-4,854 (-6%)
Value$2.3M (-$194.9K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares71,273 from 76,004
Change-4,731 (-6%)
Value$2.2M (-$189.8K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED
Shares68,925 from 102,604
Change-33,679 (-33%)
Value$2.2M (-$1.1M)
Filed 2026-10-14
Cornerstone Planning Group LLC
DECREASED
Shares67,407 from 69,238
Change-1,831 (-3%)
Value$2.1M (-$76.5K)
Filed 2026-10-16
Core Wealth Advisors, LLC
DECREASED
Shares66,457 from 87,852
Change-21,395 (-24%)
Value$2.1M (-$716.7K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares65,400 from 63,486
Change+1,914 (+3%)
Value$2.0M (+$26.7K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares64,218 from 56,737
Change+7,481 (+13%)
Value$2.0M (+$202.3K)
Filed 2026-10-14
Advus Financial Partners, LLC
INCREASED
Shares62,504 from 24,644
Change+37,860 (+154%)
Value$2.0M (+$1.2M)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares62,500 from 66,294
Change-3,794 (-6%)
Value$2.0M (-$155.1K)
Filed 2026-11-04
One Wealth Capital Management, LLC
DECREASED
Shares60,273 from 82,595
Change-22,322 (-27%)
Value$1.9M (-$742.7K)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares59,909 from 69,119
Change-9,210 (-13%)
Value$1.9M (-$325.8K)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares58,093
Change+58,093
Value$1.8M
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares57,292 from 54,121
Change+3,171 (+6%)
Value$1.8M (+$69.1K)
Filed 2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares54,342 from 66,237
Change-11,895 (-18%)
Value$1.7M (-$408.1K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares53,491 from 56,412
Change-2,921 (-5%)
Value$1.7M (-$122.4K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares51,284 from 49,296
Change+1,988 (+4%)
Value$1.6M (+$34.8K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares49,726 from 56,351
Change-6,625 (-12%)
Value$1.6M (-$238.0K)
Filed 2026-11-03
Milestone Asset Management, LLC
NEW
Shares48,494
Change+48,494
Value$1.5M
Filed 2026-10-15
Hoese & Co LLP
INCREASED
Shares44,214 from 43,651
Change+563 (+1%)
Value$1.4M (-$6.4K)
Filed 2026-10-21
Balefire, LLC
INCREASED
Shares44,133 from 18,060
Change+26,073 (+144%)
Value$1.4M (+$804.2K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares41,844 from 34,512
Change+7,332 (+21%)
Value$1.3M (+$209.9K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
DECREASED
Shares39,979 from 41,639
Change-1,660 (-4%)
Value$1.2M (-$74.9K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares38,995 from 44,261
Change-5,266 (-12%)
Value$1.2M (-$188.9K)
Filed 2026-10-08
Retirement Wealth Solutions LLC
DECREASED
Shares35,227 from 42,815
Change-7,588 (-18%)
Value$1.1M (-$260.6K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
DECREASED
Shares33,187 from 37,235
Change-4,048 (-11%)
Value$1.0M (-$129.1K)
Filed 2026-10-13
BCU Wealth Advisors, LLC
DECREASED
Shares33,007 from 33,321
Change-314 (-1%)
Value$1.0M (-$28.2K)
Filed 2026-10-16
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares31,997 from 8,841
Change+23,156 (+262%)
Value$999.2K (+$718.2K)
Filed 2026-11-03
Zenith Solutions, Inc.
DECREASED
Shares31,923 from 38,063
Change-6,140 (-16%)
Value$996.9K (-$212.8K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares28,579 from 32,624
Change-4,045 (-12%)
Value$892.4K (-$144.3K)
Filed 2026-10-08
J.M. Arbour, LLC
DECREASED
Shares26,436 from 31,760
Change-5,324 (-17%)
Value$825.5K (-$183.8K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares25,416 from 21,637
Change+3,779 (+17%)
Value$793.7K (+$106.0K)
Filed 2026-10-13
Two West Capital Advisors LLC
DECREASED
Shares25,310 from 29,099
Change-3,789 (-13%)
Value$793.2K (-$107.1K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares24,718 from 183
Change+24,535 (+13407%)
Value$771.9K (+$766.0K)
Filed 2026-11-05
Accelerate Investment Advisors LLC
INCREASED
Shares24,356 from 24,147
Change+209 (+1%)
Value$760.6K (-$6.8K)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares24,291 from 13,145
Change+11,146 (+85%)
Value$758.5K (+$340.8K)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares22,960 from 15,222
Change+7,738 (+51%)
Value$717.0K (+$233.2K)
Filed 2026-11-02
Raleigh Capital Management Inc.
DECREASED
Shares22,085 from 25,693
Change-3,608 (-14%)
Value$689.7K (-$126.9K)
Filed 2026-10-28
PCG Asset Management, LLC
NEW
Shares21,805
Change+21,805
Value$680.9K
Filed 2026-11-05
Avantra Family Wealth, Inc.
INCREASED
Shares21,004 from 20,797
Change+207 (+1%)
Value$655.9K (-$5.0K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares20,878 from 26,795
Change-5,917 (-22%)
Value$652.0K (-$199.6K)
Filed 2026-11-03
W Advisors, LLC
DECREASED
Shares20,004 from 22,135
Change-2,131 (-10%)
Value$624.7K (-$78.8K)
Filed 2026-11-02
Unify Financial Advisors
NEW
Shares19,718
Change+19,718
Value$615.7K
Filed 2026-11-03
BridgePort Financial Solutions, LLC
DECREASED
Shares19,557 from 25,763
Change-6,206 (-24%)
Value$610.7K (-$208.0K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares19,360 from 190,399
Change-171,039 (-90%)
Value$604.6K (-$5.4M)
Filed 2026-10-23
Embree Financial Group
INCREASED
Shares18,651 from 10,402
Change+8,249 (+79%)
Value$582.4K (+$251.8K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares17,836 from 26,573
Change-8,737 (-33%)
Value$557.0K (-$287.5K)
Filed 2026-10-08
Semus Wealth Partners LLC
INCREASED
Shares17,601 from 17,589
Change+12 (+0%)
Value$549.6K (-$9.3K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares17,537 from 11,939
Change+5,598 (+47%)
Value$547.6K (+$168.2K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares17,427 from 21,207
Change-3,780 (-18%)
Value$544.2K (-$129.8K)
Filed 2026-11-05
LifeSteps Financial, Inc.
INCREASED
Shares17,291 from 2,265
Change+15,026 (+663%)
Value$540.0K (+$468.0K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares17,079 from 17,741
Change-662 (-4%)
Value$533.3K (-$30.5K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares17,051 from 19,349
Change-2,298 (-12%)
Value$532.5K (-$82.5K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares16,868 from 15,757
Change+1,111 (+7%)
Value$526.7K (+$26.0K)
Filed 2026-10-14
M Holdings Securities, Inc.
DECREASED
Shares13,837 from 16,495
Change-2,658 (-16%)
Value$418 (-$98)
Filed 2026-11-03
Carmel Capital Partners, LLC
NEW
Shares13,434
Change+13,434
Value$419.5K
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares13,332 from 568
Change+12,764 (+2247%)
Value$416.3K (+$398.3K)
Filed 2026-10-29
Verus Capital Partners, LLC
DECREASED
Shares13,301 from 15,185
Change-1,884 (-12%)
Value$415.3K (-$67.2K)
Filed 2026-11-03
Interchange Capital Partners, LLC
DECREASED
Shares13,211 from 16,948
Change-3,737 (-22%)
Value$409.8K (-$128.8K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
NEW
Shares12,491
Change+12,491
Value$390.1K
Filed 2026-10-22
Smart Wealth LLC
NEW
Shares12,358
Change+12,358
Value$385.9K
Filed 2026-11-04
Vista Investment Partners LLC
DECREASED
Shares12,324 from 13,025
Change-701 (-5%)
Value$384.8K (-$29.1K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares12,210 from 10,860
Change+1,350 (+12%)
Value$381.3K (+$36.2K)
Filed 2026-10-20
Silverlake Wealth Management LLC
NEW
Shares12,136
Change+12,136
Value$379.0K
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares11,891 from 10,476
Change+1,415 (+14%)
Value$371.3K (+$38.4K)
Filed 2026-10-13
Peak Wealth Management LLC
NEW
Shares11,758
Change+11,758
Value$355.4K
Filed 2026-10-26
Aspire Private Capital, LLC
DECREASED
Shares11,726 from 13,776
Change-2,050 (-15%)
Value$366.2K (-$71.6K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares11,655 from 16,223
Change-4,568 (-28%)
Value$364.0K (-$151.6K)
Filed 2026-11-05
Richmond Investment Services, LLC
INCREASED
Shares10,775 from 10,303
Change+472 (+5%)
Value$336.5K (+$9.0K)
Filed 2026-10-29
Blue Capital, Inc.
INCREASED
Shares9,937 from 9,774
Change+163 (+2%)
Value$310.3K (-$314)
Filed 2026-10-13
Sterling Group Wealth Management, LLC
UNCHANGED
Shares9,479 from 9,479
Change0 (0%)
Value$296.0K (-$5.2K)
Filed 2026-11-03
Lockerman Financial Group, Inc.
DECREASED
Shares9,367 from 10,376
Change-1,009 (-10%)
Value$292.5K (-$37.2K)
Filed 2026-10-19
Legacy Wealth Partners, LLC
DECREASED
Shares9,061 from 9,637
Change-576 (-6%)
Value$283.0K (-$23.3K)
Filed 2026-10-15
Ballast Rock Private Wealth LLC
INCREASED
Shares8,776 from 6,299
Change+2,477 (+39%)
Value$274.0K (+$73.9K)
Filed 2026-10-26
Aegis Wealth Management, Inc.
INCREASED
Shares8,681 from 8,369
Change+312 (+4%)
Value$271.1K (+$5.1K)
Filed 2026-10-26
XY Planning Network, Inc.
NEW
Shares8,314
Change+8,314
Value$259.6K
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW
Shares8,121
Change+8,121
Value$253.3K
Filed 2026-10-27
Tempus Wealth Planning, LLC
NEW
Shares7,821
Change+7,821
Value$244.2K
Filed 2026-10-14
Signal Advisors Wealth, LLC
DECREASED
Shares7,743 from 10,158
Change-2,415 (-24%)
Value$241.8K (-$81.0K)
Filed 2026-10-13
Asempa Wealth Advisors
NEW
Shares7,328
Change+7,328
Value$229.1K
Filed 2026-10-07
Kelly Financial Services LLC
DECREASED
Shares7,035 from 8,088
Change-1,053 (-13%)
Value$219.7K (-$37.4K)
Filed 2026-10-20
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares6,978 from 8,127
Change-1,149 (-14%)
Value$217.9K (-$40.4K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
DECREASED
Shares6,963 from 8,724
Change-1,761 (-20%)
Value$217.4K (-$59.8K)
Filed 2026-10-13
Krilogy Financial LLC
NEW
Shares6,640
Change+6,640
Value$204.4K
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares6,584 from 7,658
Change-1,074 (-14%)
Value$205.6K (-$37.8K)
Filed 2026-10-14
Visionary Wealth Advisors
NEW
Shares6,492
Change+6,492
Value$202.7K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares6,238 from 7,167
Change-929 (-13%)
Value$194.8K (-$33.0K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares4,784 from 22,044
Change-17,260 (-78%)
Value$149.4K (-$551.2K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares2,888
Change+2,888
Value$90.2K
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$67.4K (-$1.6K)
Filed 2026-10-16
NBH Bank
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$55.9K (-$989)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares1,421 from 1,691
Change-270 (-16%)
Value$44.4K (-$9.4K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares980 from 4,437
Change-3,457 (-78%)
Value$30.6K (-$110.4K)
Filed 2026-10-26
Yankcom Partnership
NEW
Shares744
Change+744
Value$23.2K
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares649 from 628
Change+21 (+3%)
Value$20.3K (+$308)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares632 from 11
Change+621 (+5645%)
Value$19.7K (+$19.4K)
Filed 2026-11-05
Belvedere Trading LLC
DECREASED
Shares631 from 3,245
Change-2,614 (-81%)
Value$19.7K (-$83.4K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
NEW
Shares606
Change+606
Value$18.9K
Filed 2026-10-13
Silver Grove Financial Group, Inc.
DECREASED
Shares497 from 593
Change-96 (-16%)
Value$15.5K (-$3.3K)
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares342 from 500
Change-158 (-32%)
Value$10.7K (-$5.2K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares251 from 60
Change+191 (+318%)
Value$7.8K (+$5.9K)
Filed 2026-10-26
Advocate Investing Services LLC
INCREASED
Shares175 from 138
Change+37 (+27%)
Value$5.5K (+$1.1K)
Filed 2026-10-26
Montgomery Financial Services LLC
NEW
Shares142
Change+142
Value$4.4K
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares94 from 49
Change+45 (+92%)
Value$2.9K (+$1.4K)
Filed 2026-10-30
SJS Investment Consulting Inc.
NEW
Shares91
Change+91
Value$2.8K
Filed 2026-10-26
Cullen T Bankers, Inc.
NEW
Shares76
Change+76
Value$2.4K
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.3K (-$41)
Filed 2026-10-20
Kingdom Financial Group Llc.
NEW
Shares70
Change+70
Value$2.2K
Filed 2026-11-04
United Financial Planning Group LLC
NEW
Shares67
Change+67
Value$2.1K
Filed 2026-11-04
Essential Partners LLC
NEW
Shares65
Change+65
Value$2.0K
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares61
Change+61
Value$1.9K
Filed 2026-10-30
Horizon Financial Services, LLC
NEW
Shares44
Change+44
Value$1.4K
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares30
Change+30
Value$936
Filed 2026-10-14
Lynch Investment Planning, LLC
NEW
Shares28
Change+28
Value$874
Filed 2026-10-27
Gilpin Wealth Management, LLC
DECREASED
Shares25 from 48
Change-23 (-48%)
Value$781 (-$745)
Filed 2026-10-09
Apeiron RIA LLC
CLOSED
Shares0 from 77,184
Change-77,184 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-08
Intesa Sanpaolo Wealth Management
CLOSED
Shares0 from 45,041
Change-45,041 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
World Equity Group, Inc.
CLOSED
Shares0 from 11,247
Change-11,247 (-100%)
Value$0 (-$357.4K)
Filed 2026-10-14
Wedbush Securities Inc
CLOSED
Shares0 from 9,310
Change-9,310 (-100%)
Value$0 (-$296.0K)
Filed 2026-10-22
Atlatl Advisers LLC
CLOSED
Shares0 from 7,528
Change-7,528 (-100%)
Value$0 (-$239.2K)
Filed 2026-10-22
Fiscal Wisdom Wealth Management, LLC
CLOSED
Shares0 from 7,010
Change-7,010 (-100%)
Value$0 (-$222.8K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 6,496
Change-6,496 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-16
Islay Capital Management, LLC
CLOSED
Shares0 from 1,336
Change-1,336 (-100%)
Value$0 (-$42.5K)
Filed 2026-10-20
Decker Retirement Planning Inc.
CLOSED
Shares0 from 667
Change-667 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-19
Larson Financial Group LLC
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$10.1K)
Filed 2026-11-05
American Capital Advisory, LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-15
Archer Investment Corp
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 51,978,476
Change-51,978,476 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 16,670,755
Change-16,670,755 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,061,453
Change-6,061,453 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,437,994
Change-4,437,994 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,426,641
Change-4,426,641 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,282,053
Change-3,282,053 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,711,003
Change-2,711,003 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,675,561
Change-2,675,561 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,112,012
Change-2,112,012 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,450,258
Change-1,450,258 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,285,564
Change-1,285,564 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,073,687
Change-1,073,687 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 865,845
Change-865,845 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 776,896
Change-776,896 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 562,235
Change-562,235 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 509,972
Change-509,972 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 486,815
Change-486,815 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 466,717
Change-466,717 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 416,843
Change-416,843 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 406,033
Change-406,033 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 365,691
Change-365,691 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 351,015
Change-351,015 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 341,234
Change-341,234 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 321,623
Change-321,623 (-100%)
Value—
&partners
N/A
Shares— from 303,824
Change-303,824 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 286,979
Change-286,979 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 285,074
Change-285,074 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 284,897
Change-284,897 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 269,710
Change-269,710 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 248,823
Change-248,823 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 237,068
Change-237,068 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 233,931
Change-233,931 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 228,351
Change-228,351 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 215,719
Change-215,719 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 215,149
Change-215,149 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 213,545
Change-213,545 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 212,388
Change-212,388 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 196,071
Change-196,071 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 180,153
Change-180,153 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 172,798
Change-172,798 (-100%)
Value—
Invst, LLC
N/A
Shares— from 172,470
Change-172,470 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 168,518
Change-168,518 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 160,178
Change-160,178 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 155,171
Change-155,171 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 149,677
Change-149,677 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 148,236
Change-148,236 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 135,051
Change-135,051 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 134,991
Change-134,991 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 126,374
Change-126,374 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 126,199
Change-126,199 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 113,969
Change-113,969 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 105,957
Change-105,957 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 98,114
Change-98,114 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 97,916
Change-97,916 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 96,009
Change-96,009 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 94,771
Change-94,771 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 92,066
Change-92,066 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 89,625
Change-89,625 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 89,441
Change-89,441 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 89,280
Change-89,280 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 88,345
Change-88,345 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 83,010
Change-83,010 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 69,111
Change-69,111 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 62,442
Change-62,442 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 62,259
Change-62,259 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 61,138
Change-61,138 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 57,452
Change-57,452 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 52,296
Change-52,296 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 46,825
Change-46,825 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 46,280
Change-46,280 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 45,437
Change-45,437 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 43,683
Change-43,683 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 35,599
Change-35,599 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 35,192
Change-35,192 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 31,414
Change-31,414 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 31,191
Change-31,191 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 30,347
Change-30,347 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 30,083
Change-30,083 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,904
Change-27,904 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 26,971
Change-26,971 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 26,951
Change-26,951 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 23,895
Change-23,895 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 21,956
Change-21,956 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 21,804
Change-21,804 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,459
Change-20,459 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 19,973
Change-19,973 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,677
Change-19,677 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,196
Change-19,196 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 16,955
Change-16,955 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,939
Change-16,939 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,921
Change-15,921 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 14,694
Change-14,694 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 12,133
Change-12,133 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 12,023
Change-12,023 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,884
Change-11,884 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,463
Change-11,463 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 9,445
Change-9,445 (-100%)
Value—
EFG International AG
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 972
Change-972 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 874
Change-874 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 325
Change-325 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 208
Change-208 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 79
Change-79 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Park Avenue Securities LLC
DECREASED3,984,8124,789,547-804,735-17%$152.2M$124.4M-$27.8M2026-10-26
Bank of New York Mellon Corp
DECREASED2,239,0782,477,448-238,370-10%$78.7M$69.9M-$8.8M2026-11-05
JB Capital LLC
DECREASED1,621,8621,845,628-223,766-12%$58.7M$50.6M-$8.0M2026-10-19
Commonwealth Equity Services, LLC
DECREASED1,225,4231,531,597-306,174-20%$48.7M$38.3M-$10.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED704,271714,708-10,437-1%$22.7M$22.0M-$721.0K2026-11-02
Assetmark, Inc
INCREASED683,286541,576+141,710+26%$17.2M$21.3M+$4.1M2026-10-21
Atria Investments, Inc
DECREASED629,763705,138-75,375-11%$22.4M$19.7M-$2.7M2026-10-15
Truist Financial Corp
DECREASED550,459618,342-67,883-11%$19.7M$17.2M-$2.5M2026-10-30
Thrivent Financial for Lutherans
INCREASED493,814480,915+12,899+3%$15.2M$15.4M+$242.0K2026-11-05
Sharkey, Howes & Javer
INCREASED454,419446,691+7,728+2%$14.2M$14.2M-$5.6K2026-10-22
SteelPeak Wealth, LLC
DECREASED375,062377,114-2,052-1%$12.0M$11.7M-$272.5K2026-10-16
Marks Group Wealth Management, Inc
NEW359,011—+359,011——$11.2M—2026-11-05
Integrity Alliance, Llc.
INCREASED330,976314,266+16,710+5%$10.0M$10.3M+$348.1K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED294,916198,230+96,686+49%$6.3M$9.1M+$2.7M2026-10-13
Diversify Advisory Services, LLC
INCREASED240,629182,404+58,225+32%$5.9M$7.3M+$1.4M2026-10-20
Diversify Wealth Management, LLC
INCREASED240,629182,404+58,225+32%$5.9M$7.3M+$1.4M2026-10-20
Swmg, LLC
DECREASED229,985268,814-38,829-14%$8.5M$6.9M-$1.6M2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED223,835257,487-33,652-13%$8.2M$7.0M-$1.2M2026-10-13
Trek Financial, LLC
DECREASED213,381247,299-33,918-14%$7.9M$6.7M-$1.2M2026-10-29
Jmac Enterprises LLC
INCREASED189,705183,731+5,974+3%$5.8M$5.9M+$85.0K2026-10-30
Kestra Advisory Services, LLC
INCREASED188,14468,593+119,551+174%$2.2M$5.9M+$3.7M2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED181,549148,905+32,644+22%$4.7M$5.7M+$937.1K2026-10-22
Vise Technologies, Inc.
INCREASED181,504136,936+44,568+33%$4.4M$5.7M+$1.3M2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED170,028133,752+36,276+27%$4.3M$5.3M+$1.1M2026-10-14
Brookstone Capital Management
DECREASED163,772221,228-57,456-26%$7.0M$5.1M-$1.9M2026-10-22
Apollon Wealth Management, LLC
INCREASED161,414157,771+3,643+2%$5.0M$5.0M+$26.5K2026-10-23
Citigroup Inc
INCREASED147,92186,516+61,405+71%$2.7M$4.6M+$1.9M2026-11-04
Farther Finance Advisors, LLC
DECREASED146,646165,154-18,508-11%$5.2M$4.6M-$666.9K2026-10-08
Bay Harbor Wealth Management, LLC
DECREASED144,275150,962-6,687-4%$4.8M$4.5M-$292.3K2026-11-03
Tsfg, LLC
INCREASED143,045115,038+28,007+24%$3.7M$4.5M+$811.0K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED135,735131,191+4,544+3%$4.2M$4.2M+$69.4K2026-10-16
Endeavor Private Wealth, Inc.
INCREASED135,678124,160+11,518+9%$3.9M$4.2M+$291.0K2026-11-05
Simplicity Wealth,LLC
INCREASED128,495101,393+27,102+27%$3.2M$4.0M+$790.3K2026-10-23
Blue Trust, Inc.
DECREASED124,708155,284-30,576-20%$4.9M$3.9M-$1.0M2026-10-15
SigFig Wealth Management, LLC
DECREASED113,681117,322-3,641-3%$3.7M$3.5M-$122.2K2026-10-07
VestGen Advisors, LLC
DECREASED113,649118,579-4,930-4%$3.8M$3.5M-$219.5K2026-10-27
Scarborough Advisors, LLC
INCREASED109,22313,358+95,865+718%$431.5K$3.4M+$3.0M2026-10-16
Cobblestone Asset Management LLC
DECREASED102,193123,418-21,225-17%$3.9M$3.2M-$731.0K2026-10-13
Pinion Investment Advisors, LLC
INCREASED97,76186,321+11,440+13%$2.7M$3.1M+$309.5K2026-11-04
Cypress Wealth Services, LLC
DECREASED90,82395,826-5,003-5%$3.0M$2.9M-$165.4K2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED88,705111,562-22,857-20%$3.5M$2.8M-$775.4K2026-11-05
Alterna Wealth Management, Inc
INCREASED87,99682,448+5,548+7%$2.6M$2.7M+$127.7K2026-10-27
Able Wealth Management LLC
DECREASED87,924107,622-19,698-18%$3.4M$2.8M-$619.8K2026-10-13
Polaris Investment Advisors, LLC
INCREASED85,67584,002+1,673+2%$2.7M$2.7M+$5.8K2026-10-20
Sovran Advisors, LLC
DECREASED79,96591,478-11,513-13%$3.0M$2.5M-$487.7K2026-11-02
Lantz Financial LLC
DECREASED79,75080,121-3710%$2.5M$2.5M-$55.9K2026-10-15
Absolute Capital Management, LLC
DECREASED73,56478,418-4,854-6%$2.5M$2.3M-$194.9K2026-10-16
MGO One Seven LLC
DECREASED71,27376,004-4,731-6%$2.4M$2.2M-$189.8K2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED68,925102,604-33,679-33%$3.3M$2.2M-$1.1M2026-10-14
Cornerstone Planning Group LLC
DECREASED67,40769,238-1,831-3%$2.2M$2.1M-$76.5K2026-10-16
Core Wealth Advisors, LLC
DECREASED66,45787,852-21,395-24%$2.8M$2.1M-$716.7K2026-11-05
Ashton Thomas Securities, LLC
INCREASED65,40063,486+1,914+3%$2.0M$2.0M+$26.7K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED64,21856,737+7,481+13%$1.8M$2.0M+$202.3K2026-10-14
Advus Financial Partners, LLC
INCREASED62,50424,644+37,860+154%$783.2K$2.0M+$1.2M2026-10-20
Csenge Advisory Group
DECREASED62,50066,294-3,794-6%$2.1M$2.0M-$155.1K2026-11-04
One Wealth Capital Management, LLC
DECREASED60,27382,595-22,322-27%$2.6M$1.9M-$742.7K2026-10-23
Portfolio Resources Advisor Group, Inc.
DECREASED59,90969,119-9,210-13%$2.2M$1.9M-$325.8K2026-10-20
Rose Capital Advisors LLC
NEW58,093—+58,093——$1.8M—2026-11-04
Hoxton Planning & Management, LLC
INCREASED57,29254,121+3,171+6%$1.7M$1.8M+$69.1K2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED54,34266,237-11,895-18%$2.1M$1.7M-$408.1K2026-11-03
IFP Advisors, Inc
DECREASED53,49156,412-2,921-5%$1.8M$1.7M-$122.4K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED51,28449,296+1,988+4%$1.6M$1.6M+$34.8K2026-11-03
RFG Advisory, LLC
DECREASED49,72656,351-6,625-12%$1.8M$1.6M-$238.0K2026-11-03
Milestone Asset Management, LLC
NEW48,494—+48,494——$1.5M—2026-10-15
Hoese & Co LLP
INCREASED44,21443,651+563+1%$1.4M$1.4M-$6.4K2026-10-21
Balefire, LLC
INCREASED44,13318,060+26,073+144%$573.9K$1.4M+$804.2K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED41,84434,512+7,332+21%$1.1M$1.3M+$209.9K2026-10-29
Commonwealth Retirement Investments LLC
DECREASED39,97941,639-1,660-4%$1.3M$1.2M-$74.9K2026-10-26
CoreCap Advisors, LLC
DECREASED38,99544,261-5,266-12%$1.4M$1.2M-$188.9K2026-10-08
Retirement Wealth Solutions LLC
DECREASED35,22742,815-7,588-18%$1.4M$1.1M-$260.6K2026-10-07
B. Riley Wealth Advisors, Inc.
DECREASED33,18737,235-4,048-11%$1.2M$1.0M-$129.1K2026-10-13
BCU Wealth Advisors, LLC
DECREASED33,00733,321-314-1%$1.1M$1.0M-$28.2K2026-10-16
Sanchez Gaunt Capital Management, LLC
INCREASED31,9978,841+23,156+262%$281.0K$999.2K+$718.2K2026-11-03
Zenith Solutions, Inc.
DECREASED31,92338,063-6,140-16%$1.2M$996.9K-$212.8K2026-10-19
First Heartland Consultants, Inc.
DECREASED28,57932,624-4,045-12%$1.0M$892.4K-$144.3K2026-10-08
J.M. Arbour, LLC
DECREASED26,43631,760-5,324-17%$1.0M$825.5K-$183.8K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED25,41621,637+3,779+17%$687.6K$793.7K+$106.0K2026-10-13
Two West Capital Advisors LLC
DECREASED25,31029,099-3,789-13%$900.3K$793.2K-$107.1K2026-10-15
Rossby Financial, LCC
INCREASED24,718183+24,535+13407%$5.8K$771.9K+$766.0K2026-11-05
Accelerate Investment Advisors LLC
INCREASED24,35624,147+209+1%$767.4K$760.6K-$6.8K2026-11-02
Centurion Wealth Management LLC
INCREASED24,29113,145+11,146+85%$417.8K$758.5K+$340.8K2026-10-13
Golden State Wealth Management, LLC
INCREASED22,96015,222+7,738+51%$483.8K$717.0K+$233.2K2026-11-02
Raleigh Capital Management Inc.
DECREASED22,08525,693-3,608-14%$816.5K$689.7K-$126.9K2026-10-28
PCG Asset Management, LLC
NEW21,805—+21,805——$680.9K—2026-11-05
Avantra Family Wealth, Inc.
INCREASED21,00420,797+207+1%$660.9K$655.9K-$5.0K2026-10-20
JFS Wealth Advisors, LLC
DECREASED20,87826,795-5,917-22%$851.6K$652.0K-$199.6K2026-11-03
W Advisors, LLC
DECREASED20,00422,135-2,131-10%$703.5K$624.7K-$78.8K2026-11-02
Unify Financial Advisors
NEW19,718—+19,718——$615.7K—2026-11-03
BridgePort Financial Solutions, LLC
DECREASED19,55725,763-6,206-24%$818.7K$610.7K-$208.0K2026-11-02
Sigma Planning Corp
DECREASED19,360190,399-171,039-90%$6.1M$604.6K-$5.4M2026-10-23
Embree Financial Group
INCREASED18,65110,402+8,249+79%$330.6K$582.4K+$251.8K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED17,83626,573-8,737-33%$844.5K$557.0K-$287.5K2026-10-08
Semus Wealth Partners LLC
INCREASED17,60117,589+12+0%$559.0K$549.6K-$9.3K2026-10-22
Strategic Blueprint, LLC
INCREASED17,53711,939+5,598+47%$379.4K$547.6K+$168.2K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED17,42721,207-3,780-18%$673.9K$544.2K-$129.8K2026-11-05
LifeSteps Financial, Inc.
INCREASED17,2912,265+15,026+663%$72.0K$540.0K+$468.0K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED17,07917,741-662-4%$563.8K$533.3K-$30.5K2026-10-26
Perigon Wealth Management, LLC
DECREASED17,05119,349-2,298-12%$614.9K$532.5K-$82.5K2026-10-22
Davenport & Co LLC
INCREASED16,86815,757+1,111+7%$500.8K$526.7K+$26.0K2026-10-14
M Holdings Securities, Inc.
DECREASED13,83716,495-2,658-16%$516$418-$982026-11-03
Carmel Capital Partners, LLC
NEW13,434—+13,434——$419.5K—2026-11-03
Signature Equity Partners, LLC
INCREASED13,332568+12,764+2247%$18.1K$416.3K+$398.3K2026-10-29
Verus Capital Partners, LLC
DECREASED13,30115,185-1,884-12%$482.6K$415.3K-$67.2K2026-11-03
Interchange Capital Partners, LLC
DECREASED13,21116,948-3,737-22%$538.6K$409.8K-$128.8K2026-10-28
Lantern Wealth Advisors, LLC
NEW12,491—+12,491——$390.1K—2026-10-22
Smart Wealth LLC
NEW12,358—+12,358——$385.9K—2026-11-04
Vista Investment Partners LLC
DECREASED12,32413,025-701-5%$413.9K$384.8K-$29.1K2026-10-08
Private Trust Co NA
INCREASED12,21010,860+1,350+12%$345.1K$381.3K+$36.2K2026-10-20
Silverlake Wealth Management LLC
NEW12,136—+12,136——$379.0K—2026-10-21
Cape Investment Advisory, Inc.
INCREASED11,89110,476+1,415+14%$332.9K$371.3K+$38.4K2026-10-13
Peak Wealth Management LLC
NEW11,758—+11,758——$355.4K—2026-10-26
Aspire Private Capital, LLC
DECREASED11,72613,776-2,050-15%$437.8K$366.2K-$71.6K2026-11-05
Fifth Third Bancorp
DECREASED11,65516,223-4,568-28%$515.6K$364.0K-$151.6K2026-11-05
Richmond Investment Services, LLC
INCREASED10,77510,303+472+5%$327.4K$336.5K+$9.0K2026-10-29
Blue Capital, Inc.
INCREASED9,9379,774+163+2%$310.6K$310.3K-$3142026-10-13
Sterling Group Wealth Management, LLC
UNCHANGED9,4799,47900%$301.2K$296.0K-$5.2K2026-11-03
Lockerman Financial Group, Inc.
DECREASED9,36710,376-1,009-10%$329.8K$292.5K-$37.2K2026-10-19
Legacy Wealth Partners, LLC
DECREASED9,0619,637-576-6%$306.3K$283.0K-$23.3K2026-10-15
Ballast Rock Private Wealth LLC
INCREASED8,7766,299+2,477+39%$200.2K$274.0K+$73.9K2026-10-26
Aegis Wealth Management, Inc.
INCREASED8,6818,369+312+4%$266.0K$271.1K+$5.1K2026-10-26
XY Planning Network, Inc.
NEW8,314—+8,314——$259.6K—2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW8,121—+8,121——$253.3K—2026-10-27
Tempus Wealth Planning, LLC
NEW7,821—+7,821——$244.2K—2026-10-14
Signal Advisors Wealth, LLC
DECREASED7,74310,158-2,415-24%$322.8K$241.8K-$81.0K2026-10-13
Asempa Wealth Advisors
NEW7,328—+7,328——$229.1K—2026-10-07
Kelly Financial Services LLC
DECREASED7,0358,088-1,053-13%$257.0K$219.7K-$37.4K2026-10-20
Hutchens & Kramer Investment Management Group, LLC
DECREASED6,9788,127-1,149-14%$258.3K$217.9K-$40.4K2026-10-16
Spinnaker Investment Group, LLC
DECREASED6,9638,724-1,761-20%$277.2K$217.4K-$59.8K2026-10-13
Krilogy Financial LLC
NEW6,640—+6,640——$204.4K—2026-10-13
RCS Financial Planning, LLC
DECREASED6,5847,658-1,074-14%$243.4K$205.6K-$37.8K2026-10-14
Visionary Wealth Advisors
NEW6,492—+6,492——$202.7K—2026-11-04
EverSource Wealth Advisors, LLC
DECREASED6,2387,167-929-13%$227.8K$194.8K-$33.0K2026-11-04
US Bancorp \de\
DECREASED4,78422,044-17,260-78%$700.6K$149.4K-$551.2K2026-11-05
Latitude Advisors, LLC
NEW2,888—+2,888——$90.2K—2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED2,1502,15000%$68.9K$67.4K-$1.6K2026-10-16
NBH Bank
UNCHANGED1,7901,79000%$56.9K$55.9K-$9892026-11-05
Lloyd Advisory Services, Llc.
DECREASED1,4211,691-270-16%$53.7K$44.4K-$9.4K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED9804,437-3,457-78%$141.0K$30.6K-$110.4K2026-10-26
Yankcom Partnership
NEW744—+744——$23.2K—2026-10-15
Harbor Investment Advisory, LLC
INCREASED649628+21+3%$20.0K$20.3K+$3082026-10-13
Central Trust Co
INCREASED63211+621+5645%$350$19.7K+$19.4K2026-11-05
Belvedere Trading LLC
DECREASED6313,245-2,614-81%$103.1K$19.7K-$83.4K2026-11-05
Beacon Investment Advisory Services, Inc.
NEW606—+606——$18.9K—2026-10-13
Silver Grove Financial Group, Inc.
DECREASED497593-96-16%$18.8K$15.5K-$3.3K2026-11-05
Key Capital Management, Inc
DECREASED342500-158-32%$15.9K$10.7K-$5.2K2026-11-03
Lanark Financial, Inc.
INCREASED25160+191+318%$1.9K$7.8K+$5.9K2026-10-26
Advocate Investing Services LLC
INCREASED175138+37+27%$4.4K$5.5K+$1.1K2026-10-26
Montgomery Financial Services LLC
NEW142—+142——$4.4K—2026-11-03
Compass Financial Management LLC
INCREASED9449+45+92%$1.6K$2.9K+$1.4K2026-10-30
SJS Investment Consulting Inc.
NEW91—+91——$2.8K—2026-10-26
Cullen T Bankers, Inc.
NEW76—+76——$2.4K—2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED757500%$2.4K$2.3K-$412026-10-20
Kingdom Financial Group Llc.
NEW70—+70——$2.2K—2026-11-04
United Financial Planning Group LLC
NEW67—+67——$2.1K—2026-11-04
Essential Partners LLC
NEW65—+65——$2.0K—2026-10-14
Team Financial Group, LLC
NEW61—+61——$1.9K—2026-10-30
Horizon Financial Services, LLC
NEW44—+44——$1.4K—2026-11-04
IFS Advisors, LLC
NEW30—+30——$936—2026-10-14
Lynch Investment Planning, LLC
NEW28—+28——$874—2026-10-27
Gilpin Wealth Management, LLC
DECREASED2548-23-48%$1.5K$781-$7452026-10-09
Apeiron RIA LLC
CLOSED077,184-77,184-100%$2.5M$0-$2.5M2026-10-08
Intesa Sanpaolo Wealth Management
CLOSED045,041-45,041-100%$1.4M$0-$1.4M2026-10-28
World Equity Group, Inc.
CLOSED011,247-11,247-100%$357.4K$0-$357.4K2026-10-14
Wedbush Securities Inc
CLOSED09,310-9,310-100%$296.0K$0-$296.0K2026-10-22
Atlatl Advisers LLC
CLOSED07,528-7,528-100%$239.2K$0-$239.2K2026-10-22
Fiscal Wisdom Wealth Management, LLC
CLOSED07,010-7,010-100%$222.8K$0-$222.8K2026-10-16
Robertson Stephens Wealth Management, LLC
CLOSED06,496-6,496-100%$206.4K$0-$206.4K2026-10-16
Islay Capital Management, LLC
CLOSED01,336-1,336-100%$42.5K$0-$42.5K2026-10-20
Decker Retirement Planning Inc.
CLOSED0667-667-100%$21.2K$0-$21.2K2026-10-19
Larson Financial Group LLC
CLOSED0319-319-100%$10.1K$0-$10.1K2026-11-05
American Capital Advisory, LLC
CLOSED0142-142-100%$4.5K$0-$4.5K2026-10-28
AdvisorNet Financial, Inc
CLOSED0141-141-100%$4.5K$0-$4.5K2026-10-15
Archer Investment Corp
CLOSED074-74-100%$2.4K$0-$2.4K2026-11-05
Envestnet Asset Management Inc
N/A—51,978,476-51,978,476-100%$1.7B———
LPL Financial LLC
N/A—16,670,755-16,670,755-100%$529.8M———
Morgan Stanley
N/A—6,061,453-6,061,453-100%$192.6M———
MML Investors Services, LLC
N/A—4,437,994-4,437,994-100%$141.0M———
Envestnet Portfolio Solutions, Inc.
N/A—4,426,641-4,426,641-100%$140.7M———
Cetera Investment Advisers
N/A—3,282,053-3,282,053-100%$104.3M———
JPMorgan Chase & Co
N/A—2,711,003-2,711,003-100%$84.9M———
Janney Montgomery Scott LLC
N/A—2,675,561-2,675,561-100%$85.0M———
Foundations Investment Advisors, LLC
N/A—2,112,012-2,112,012-100%$67.1M———
NewEdge Advisors, LLC
N/A—1,450,258-1,450,258-100%$46.1M———
United Capital Financial Advisors, LLC
N/A—1,285,564-1,285,564-100%$40.8M———
Stifel Financial Corp
N/A—1,073,687-1,073,687-100%$34.1M———
Wharton Business Group, LLC
N/A—865,845-865,845-100%$27.5M———
Susquehanna International Group, LLP
N/A—776,896-776,896-100%$24.7M———
Icon Wealth Advisors, LLC
N/A—562,235-562,235-100%$17.9M———
Jane Street Group, LLC
N/A—509,972-509,972-100%$16.2M———
Sanctuary Advisors, LLC
N/A—486,815-486,815-100%$15.5M———
BlackRock, Inc.
N/A—466,717-466,717-100%$14.8M———
Principal Securities, Inc.
N/A—416,843-416,843-100%$13.2M———
Royal Bank of Canada
N/A—406,033-406,033-100%$12.9M———
Stratos Wealth Partners, Ltd.
N/A—365,691-365,691-100%$11.6M———
Capital Analysts, LLC
N/A—351,015-351,015-100%$11.2M———
Prosperity Consulting Group, LLC
N/A—341,234-341,234-100%$10.8M———
Orion Porfolio Solutions, LLC
N/A—321,623-321,623-100%$10.2M———
&partners
N/A—303,824-303,824-100%$9.7M———
Global Retirement Partners, LLC
N/A—286,979-286,979-100%$9.1M———
PAX Financial Group, LLC
N/A—285,074-285,074-100%$9.1M———
Keystone Financial Services
N/A—284,897-284,897-100%$9.1M———
Raymond James Financial Inc
N/A—269,710-269,710-100%$8.6M———
Equitable Holdings, Inc.
N/A—248,823-248,823-100%$7.9M———
Flow Traders U.S. LLC
N/A—237,068-237,068-100%$7.5M———
Legacy Financial Group LLC
N/A—233,931-233,931-100%$7.4M———
Modern Wealth Management, LLC
N/A—228,351-228,351-100%$7.3M———
Regal Investment Advisors LLC
N/A—215,719-215,719-100%$6.9M———
Steward Partners Investment Advisory, LLC
N/A—215,149-215,149-100%$6.8M———
Integrated Wealth Concepts LLC
N/A—213,545-213,545-100%$6.8M———
Rothschild Wealth LLC
N/A—212,388-212,388-100%$6.7M———
Osaic Holdings, Inc.
N/A—196,071-196,071-100%$6.2M———
Wealth Alliance, LLC
N/A—180,153-180,153-100%$5.7M———
Advisory Services Network, LLC
N/A—172,798-172,798-100%$5.5M———
Invst, LLC
N/A—172,470-172,470-100%$5.5M———
Cresset Asset Management, LLC
N/A—168,518-168,518-100%$5.4M———
Merit Financial Group, LLC
N/A—160,178-160,178-100%$5.1M———
Private Advisor Group, LLC
N/A—155,171-155,171-100%$4.9M———
WealthShield Partners, LLC
N/A—149,677-149,677-100%$4.8M———
Bcgm Wealth Management, LLC
N/A—148,236-148,236-100%$4.7M———
Twin Peaks Wealth Advisors, LLC
N/A—135,051-135,051-100%$4.3M———
World Investment Advisors
N/A—134,991-134,991-100%$4.3M———
Vestmark Advisory Solutions, Inc.
N/A—126,374-126,374-100%$4.0M———
WCG Wealth Advisors LLC
N/A—126,199-126,199-100%$4.0M———
Gateway Wealth Partners, LLC
N/A—113,969-113,969-100%$3.6M———
Snowden Capital Advisors LLC
N/A—105,957-105,957-100%$3.4M———
Daviman Financial, LLC
N/A—98,114-98,114-100%$3.1M———
Old Mission Capital LLC
N/A—97,916-97,916-100%$3.1M———
Elequin Capital, LP
N/A—96,009-96,009-100%$3.1M———
Ameritas Advisory Services, LLC
N/A—94,771-94,771-100%$3.0M———
Resolute Wealth Advisor, Inc.
N/A—92,066-92,066-100%$3.0M———
Liberty Wealth Management LLC
N/A—89,625-89,625-100%$2.9M———
Founders Financial Alliance, LLC
N/A—89,441-89,441-100%$2.8M———
Keebeck Wealth Management
N/A—89,280-89,280-100%$2.8M———
HighTower Advisors, LLC
N/A—88,345-88,345-100%$2.8M———
Arax Advisory Partners
N/A—83,010-83,010-100%$2.6M———
Advyzon Investment Management, LLC
N/A—69,111-69,111-100%$2.2M———
Western Wealth Management, LLC
N/A—62,442-62,442-100%$2.0M———
Shared Vision Wealth Group LLC
N/A—62,259-62,259-100%$2.0M———
Baird Financial Group, Inc.
N/A—61,138-61,138-100%$1.9M———
AE Wealth Management LLC
N/A—57,452-57,452-100%$1.8M———
Barnes Wealth Management Group, Inc
N/A—52,296-52,296-100%$1.7M———
LifePlan Investment Advisors, Inc.
N/A—46,825-46,825-100%$1.5M———
Davis Wealth Advisors, LLC
N/A—46,280-46,280-100%$1.5M———
Blalock Williams, LLC
N/A—45,437-45,437-100%$1.4M———
Mercer Global Advisors Inc
N/A—43,683-43,683-100%$1.4M———
LaSalle St. Investment Advisors, LLC
N/A—35,599-35,599-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—35,192-35,192-100%$1.1M———
WNY Asset Management, LLC
N/A—31,414-31,414-100%$998.3K———
Capital Investment Management, Inc.
N/A—31,191-31,191-100%$991.2K———
Leigh Baldwin & Co., LLC
N/A—30,347-30,347-100%$964.4K———
Moors & Cabot, Inc.
N/A—30,083-30,083-100%$956.0K———
Benjamin Edwards Inc
N/A—27,904-27,904-100%$886.7K———
Transamerica Financial Advisors, LLC
N/A—26,971-26,971-100%$857.1K———
Sovereign Financial Group, Inc.
N/A—26,951-26,951-100%$856.5K———
Vantus Wealth LLC
N/A—23,895-23,895-100%$759.4K———
Summit Financial, LLC
N/A—21,956-21,956-100%$697.8K———
Summit Wealth Partners, LLC
N/A—21,804-21,804-100%$692.9K———
Arkadios Wealth Advisors
N/A—20,459-20,459-100%$650.2K———
IFG Advisory, LLC
N/A—19,973-19,973-100%$634.7K———
Savvy Advisors, Inc.
N/A—19,677-19,677-100%$625.3K———
IHT Wealth Management, LLC
N/A—19,196-19,196-100%$610.0K———
Alta Wealth Advisors LLC
N/A—16,955-16,955-100%$538.8K———
Gladstone Institutional Advisory LLC
N/A—16,939-16,939-100%$538.3K———
OneDigital Investment Advisors LLC
N/A—15,921-15,921-100%$506.0K———
Mariner, LLC
N/A—15,636-15,636-100%$496.9K———
Cadia Private Client LLC
N/A—14,694-14,694-100%$467.0K———
Argent Trust Co
N/A—14,575-14,575-100%$463.2K———
GWN Securities Inc.
N/A—13,033-13,033-100%$414.2K———
Cary Street Partners Investment Advisory LLC
N/A—12,133-12,133-100%$385.6K———
Lifeworks Advisors, LLC
N/A—12,023-12,023-100%$382.1K———
Transcend Capital Advisors, LLC
N/A—11,884-11,884-100%$377.7K———
BFC Planning, Inc.
N/A—11,463-11,463-100%$364.3K———
JT Stratford LLC
N/A—11,440-11,440-100%$363.6K———
VestGen Investment Management
N/A—9,445-9,445-100%$300.2K———
EFG International AG
N/A—9,134-9,134-100%$290.3K———
Yukon Wealth Management, Inc.
N/A—8,637-8,637-100%$274.5K———
Concorde Asset Management, LLC
N/A—8,625-8,625-100%$274.1K———
Arvest Bank Trust Division
N/A—8,400-8,400-100%$267.0K———
Kovack Advisors, Inc.
N/A—8,164-8,164-100%$260.2K———
Cerity Partners LLC
N/A—8,139-8,139-100%$258.7K———
Maripau Wealth Management LLC
N/A—8,095-8,095-100%$257.3K———
Seeds Investor LLC
N/A—7,528-7,528-100%$239.2K———
Gallagher Fiduciary Advisors, LLC
N/A—7,092-7,092-100%$225.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,976-6,976-100%$221.7K———
Perennial Investment Advisors, LLC
N/A—6,693-6,693-100%$212.7K———
Continuum Advisory, LLC
N/A—5,788-5,788-100%$183.9K———
GeoWealth Management, LLC
N/A—4,504-4,504-100%$143.1K———
Vision Retirement, LLC
N/A—4,292-4,292-100%$136.4K———
New Republic Capital, LLC
N/A—3,636-3,636-100%$115.6K———
Kerr Financial Planning Corp
N/A—3,605-3,605-100%$114.6K———
Capital Advisor Network LLC
N/A—3,364-3,364-100%$106.9K———
Cary Street Partners Financial LLC
N/A—2,511-2,511-100%$79.8K———
Kilter Group LLC
N/A—2,487-2,487-100%$79.0K———
IMA Advisory Services, Inc.
N/A—1,711-1,711-100%$54.4K———
National Bank of Canada
N/A—1,384-1,384-100%$44.0K———
Beaird Harris Wealth Management, LLC
N/A—1,276-1,276-100%$40.6K———
Harbour Investments, Inc.
N/A—1,125-1,125-100%$35.8K———
Atlantic Union Bankshares Corp
N/A—1,078-1,078-100%$34.3K———
Allworth Financial LP
N/A—1,041-1,041-100%$33.1K———
Wells Fargo & Company
N/A—972-972-100%$30.9K———
Fiduciary Financial Advisors
N/A—874-874-100%$27.8K———
Cordant, Inc.
N/A—614-614-100%$19.5K———
Huntington National Bank
N/A—325-325-100%$10.3K———
Clearstead Advisors, LLC
N/A—269-269-100%$8.6K———
Aptus Capital Advisors, LLC
N/A—253-253-100%$8.0K———
Jones Financial Companies Lllp
N/A—208-208-100%$6.4K———
Tidemark, LLC
N/A—186-186-100%$5.9K———
Fourth Dimension Wealth, LLC
N/A—169-169-100%$5.4K———
Northwestern Mutual Wealth Management Co
N/A—79-79-100%$2.5K———
Bogart Wealth, LLC
N/A—19-19-100%$604———
Showing 310 of 310 institutions