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ISH Intl Ctry ROT ACT ETF (CORO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
INCREASED
Shares8,511,671 from 4,299,492
Change+4,212,179 (+98%)
Value$309.4M (+$152.0M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares5,107,449 from 2,789,325
Change+2,318,124 (+83%)
Value$185.7M (+$83.6M)
Filed 2026-11-05
Sofi Wealth, LLC
INCREASED
Shares3,600,573 from 3,481,503
Change+119,070 (+3%)
Value$130.9M (+$3.5M)
Filed 2026-10-27
JB Capital LLC
INCREASED
Shares3,238,008 from 1,733,667
Change+1,504,341 (+87%)
Value$117.7M (+$54.2M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares2,778,977 from 2,694,037
Change+84,940 (+3%)
Value$101.0M (+$2.4M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares2,736,120 from 2,228,781
Change+507,339 (+23%)
Value$99.0M (+$17.5M)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,617,636 from 2,402,506
Change+215,130 (+9%)
Value$95.2M (+$7.2M)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares2,257,500 from 1,026,540
Change+1,230,960 (+120%)
Value$82.1M (+$44.5M)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares2,133,045 from 1,902,690
Change+230,355 (+12%)
Value$77.5M (+$9.3M)
Filed 2026-10-26
Goldstein Advisors, LLC
INCREASED
Shares2,062,927 from 1,975,843
Change+87,084 (+4%)
Value$75.0M (+$2.7M)
Filed 2026-10-15
West Wealth Group, LLC
INCREASED
Shares1,523,714 from 1,421,104
Change+102,610 (+7%)
Value$55.4M (+$3.4M)
Filed 2026-10-14
Ascent Group, LLC
INCREASED
Shares1,417,890 from 1,387,552
Change+30,338 (+2%)
Value$51.5M (+$755.9K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares1,391,334 from 818,831
Change+572,503 (+70%)
Value$50.6M (+$20.6M)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares1,238,615 from 97,035
Change+1,141,580 (+1176%)
Value$45.0M (+$41.5M)
Filed 2026-11-03
KWB Wealth
NEW
Shares1,150,732
Change+1,150,732
Value$41.8M
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares1,145,625 from 595,527
Change+550,098 (+92%)
Value$41.6M (+$19.8M)
Filed 2026-10-30
Pettinga Financial Advisors LLC
INCREASED
Shares1,114,219 from 1,076,072
Change+38,147 (+4%)
Value$40.5M (+$1.1M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,107,588 from 640,842
Change+466,746 (+73%)
Value$40.3M (+$16.8M)
Filed 2026-11-02
Security Financial Services, Inc.
INCREASED
Shares974,947 from 945,130
Change+29,817 (+3%)
Value$35.4M (+$847.6K)
Filed 2026-10-29
Kelly Financial Services LLC
INCREASED
Shares937,146 from 906,269
Change+30,877 (+3%)
Value$34.1M (+$895.8K)
Filed 2026-10-20
Detalus Advisors, LLC
INCREASED
Shares874,139 from 865,014
Change+9,125 (+1%)
Value$31.8M (+$115.4K)
Filed 2026-10-15
Embree Financial Group
INCREASED
Shares795,938 from 765,192
Change+30,746 (+4%)
Value$28.9M (+$926.3K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
INCREASED
Shares783,179 from 762,762
Change+20,417 (+3%)
Value$28.5M (+$921.7K)
Filed 2026-11-02
Beacon Financial Group
INCREASED
Shares767,618 from 376,017
Change+391,601 (+104%)
Value$27.9M (+$14.1M)
Filed 2026-10-19
Midwest Capital Advisors, LLC
INCREASED
Shares748,064 from 745,014
Change+3,050 (+0%)
Value$27.2M (-$75.4K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares743,567 from 665,387
Change+78,180 (+12%)
Value$27.0M (+$2.7M)
Filed 2026-10-22
Stone House Investment Management, LLC
INCREASED
Shares716,429 from 353,362
Change+363,067 (+103%)
Value$26.0M (+$13.1M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares710,086 from 289,383
Change+420,703 (+145%)
Value$25.5M (+$15.1M)
Filed 2026-10-13
Marks Group Wealth Management, Inc
INCREASED
Shares689,776 from 354,960
Change+334,816 (+94%)
Value$25.1M (+$12.1M)
Filed 2026-11-05
One Advisory Partners, LLC
INCREASED
Shares671,952 from 628,639
Change+43,313 (+7%)
Value$24.4M (+$1.4M)
Filed 2026-10-22
Beacon Capital Management, LLC
INCREASED
Shares670,636 from 483,900
Change+186,736 (+39%)
Value$24.4M (+$6.7M)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares634,300 from 644,329
Change-10,029 (-2%)
Value$23.3M (+$153.7K)
Filed 2026-10-19
Plancorp, LLC
DECREASED
Shares628,281 from 705,853
Change-77,572 (-11%)
Value$22.1M (-$3.0M)
Filed 2026-11-03
Diversify Wealth Management, LLC
INCREASED
Shares614,209 from 250,654
Change+363,555 (+145%)
Value$21.9M (+$13.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares614,209 from 250,654
Change+363,555 (+145%)
Value$21.9M (+$13.0M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares611,323 from 433,252
Change+178,071 (+41%)
Value$22.2M (+$6.4M)
Filed 2026-10-08
Cypress Wealth Services, LLC
INCREASED
Shares607,504 from 510,139
Change+97,365 (+19%)
Value$22.3M (+$3.6M)
Filed 2026-10-21
Sharkey, Howes & Javer
INCREASED
Shares561,110 from 534,519
Change+26,591 (+5%)
Value$20.4M (+$833.0K)
Filed 2026-10-22
Shepherd Financial Partners LLC
NEW
Shares551,596
Change+551,596
Value$20.1M
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares529,549 from 239,011
Change+290,538 (+122%)
Value$19.2M (+$10.5M)
Filed 2026-10-13
Able Wealth Management LLC
INCREASED
Shares522,042 from 464,579
Change+57,463 (+12%)
Value$19.2M (+$2.2M)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares517,418 from 305,117
Change+212,301 (+70%)
Value$18.8M (+$7.6M)
Filed 2026-10-29
Archer Investment Management, LLC
INCREASED
Shares501,727 from 456,465
Change+45,262 (+10%)
Value$18.2M (+$1.5M)
Filed 2026-10-13
TSA Wealth Managment LLC
DECREASED
Shares490,188 from 495,071
Change-4,883 (-1%)
Value$17.8M (-$301.3K)
Filed 2026-10-22
Weil Company, Inc.
INCREASED
Shares477,608 from 464,095
Change+13,513 (+3%)
Value$17.4M (+$375.2K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares455,641 from 407,504
Change+48,137 (+12%)
Value$16.6M (+$1.6M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares455,464 from 186,458
Change+269,006 (+144%)
Value$16.6M (+$9.7M)
Filed 2026-11-02
Apeiron RIA LLC
INCREASED
Shares448,146 from 262,200
Change+185,946 (+71%)
Value$16.2M (+$6.6M)
Filed 2026-10-08
Patton Albertson Miller Group, LLC
INCREASED
Shares436,904 from 349,803
Change+87,101 (+25%)
Value$15.9M (+$3.1M)
Filed 2026-10-26
Swmg, LLC
INCREASED
Shares434,780 from 248,754
Change+186,026 (+75%)
Value$15.4M (+$6.4M)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares421,888 from 381,932
Change+39,956 (+10%)
Value$15.3M (+$1.4M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares408,495 from 276,290
Change+132,205 (+48%)
Value$14.8M (+$4.7M)
Filed 2026-10-21
Avid Wealth Partners LLC
INCREASED
Shares403,443 from 380,176
Change+23,267 (+6%)
Value$14.7M (+$750.7K)
Filed 2026-11-03
Town Capital LLC
INCREASED
Shares392,105 from 371,085
Change+21,020 (+6%)
Value$14.3M (+$671.3K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares381,544 from 368,231
Change+13,313 (+4%)
Value$13.9M (+$391.9K)
Filed 2026-11-02
A4 Wealth Advisors LLC
INCREASED
Shares370,661 from 352,577
Change+18,084 (+5%)
Value$13.5M (+$569.2K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares353,451 from 204,170
Change+149,281 (+73%)
Value$12.8M (+$5.4M)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares347,665 from 85,124
Change+262,541 (+308%)
Value$12.6M (+$9.5M)
Filed 2026-10-22
Skyline Advisors, Inc.
INCREASED
Shares341,534 from 324,665
Change+16,869 (+5%)
Value$12.4M (+$532.0K)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares334,252 from 333,133
Change+1,119 (+0%)
Value$12.2M (-$42.6K)
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED
Shares333,253 from 318,708
Change+14,545 (+5%)
Value$12.1M (+$449.0K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares318,649 from 98,433
Change+220,216 (+224%)
Value$11.6M (+$8.0M)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares309,867 from 117,896
Change+191,971 (+163%)
Value$11.3M (+$6.9M)
Filed 2026-10-23
Ehrlich Financial Group
INCREASED
Shares297,687 from 283,542
Change+14,145 (+5%)
Value$10.8M (+$443.3K)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED
Shares288,371 from 147,944
Change+140,427 (+95%)
Value$10.5M (+$5.1M)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares283,578 from 274,833
Change+8,745 (+3%)
Value$10.3M (+$249.2K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares283,504 from 206,647
Change+76,857 (+37%)
Value$10.3M (+$2.7M)
Filed 2026-10-16
Scissortail Wealth Management, LLC
INCREASED
Shares281,553 from 276,840
Change+4,713 (+2%)
Value$10.2M (+$102.1K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares280,328 from 264,120
Change+16,208 (+6%)
Value$10.2M (+$523.2K)
Filed 2026-10-29
Gen-Wealth Partners Inc
INCREASED
Shares276,857 from 189,070
Change+87,787 (+46%)
Value$10.1M (+$3.1M)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares272,451 from 272,894
Change-443 (0%)
Value$9.9M (-$84.4K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares266,639 from 229,551
Change+37,088 (+16%)
Value$9.7M (+$1.3M)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares264,524 from 143,286
Change+121,238 (+85%)
Value$9.6M (+$4.4M)
Filed 2026-10-15
Hobbs Wealth Management, LLC
INCREASED
Shares233,604 from 225,437
Change+8,167 (+4%)
Value$8.5M (+$240.5K)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
INCREASED
Shares232,995 from 207,717
Change+25,278 (+12%)
Value$8.5M (+$866.9K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares230,656 from 216,920
Change+13,736 (+6%)
Value$8.4M (+$445.1K)
Filed 2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares226,049 from 228,720
Change-2,671 (-1%)
Value$8.2M (-$154.3K)
Filed 2026-10-26
Newport Capital Group, LLC
NEW
Shares222,824
Change+222,824
Value$8.2M
Filed 2026-10-16
Uptick Partners, LLC
INCREASED
Shares219,885 from 205,733
Change+14,152 (+7%)
Value$8.0M (+$463.0K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares214,838 from 190,454
Change+24,384 (+13%)
Value$7.8M (+$838.7K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares209,670 from 91,998
Change+117,672 (+128%)
Value$7.5M (+$4.3M)
Filed 2026-11-02
Richard P Slaughter Associates Inc
INCREASED
Shares194,677 from 102,806
Change+91,871 (+89%)
Value$7.1M (+$3.3M)
Filed 2026-10-13
Braun-Bostich & Associates Inc.
INCREASED
Shares194,589 from 193,847
Change+742 (+0%)
Value$7.1M (-$21.5K)
Filed 2026-10-20
Lifelong Wealth Advisors, Inc.
INCREASED
Shares194,002 from 182,363
Change+11,639 (+6%)
Value$7.1M (+$377.5K)
Filed 2026-10-19
Arcadia Wealth Management, LLC
INCREASED
Shares184,227 from 74,901
Change+109,326 (+146%)
Value$6.7M (+$4.0M)
Filed 2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED
Shares182,521 from 106,606
Change+75,915 (+71%)
Value$6.6M (+$2.7M)
Filed 2026-11-02
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares176,388 from 61,058
Change+115,330 (+189%)
Value$6.4M (+$4.2M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares176,112 from 103,707
Change+72,405 (+70%)
Value$6.4M (+$2.6M)
Filed 2026-11-05
VestGen Advisors, LLC
INCREASED
Shares175,402 from 104,402
Change+71,000 (+68%)
Value$6.4M (+$2.6M)
Filed 2026-10-27
One Wealth Capital Management, LLC
INCREASED
Shares174,434 from 76,834
Change+97,600 (+127%)
Value$6.3M (+$3.5M)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares168,881 from 145,258
Change+23,623 (+16%)
Value$6.1M (+$822.4K)
Filed 2026-10-20
Core Wealth Advisors, LLC
INCREASED
Shares168,221 from 78,010
Change+90,211 (+116%)
Value$6.1M (+$3.3M)
Filed 2026-11-05
SWP Financial LLC
DECREASED
Shares163,362 from 163,833
Change-471 (0%)
Value$5.9M (-$58.1K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares162,268 from 65,553
Change+96,715 (+148%)
Value$5.9M (+$3.5M)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares159,572 from 190,420
Change-30,848 (-16%)
Value$5.8M (-$1.2M)
Filed 2026-10-28
SigFig Wealth Management, LLC
INCREASED
Shares158,095 from 107,860
Change+50,235 (+47%)
Value$5.7M (+$1.8M)
Filed 2026-10-07
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares153,631 from 68,996
Change+84,635 (+123%)
Value$5.6M (+$3.1M)
Filed 2026-10-14
Absolute Capital Management, LLC
INCREASED
Shares153,416 from 73,980
Change+79,436 (+107%)
Value$5.6M (+$2.9M)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares152,032 from 148,249
Change+3,783 (+3%)
Value$5.5M (+$100.5K)
Filed 2026-10-14
Balefire, LLC
INCREASED
Shares147,629 from 83,287
Change+64,342 (+77%)
Value$5.4M (+$2.3M)
Filed 2026-10-09
Peak Wealth Management LLC
NEW
Shares143,672
Change+143,672
Value$5.1M
Filed 2026-10-26
Bedminster, LLC
INCREASED
Shares140,538 from 126,755
Change+13,783 (+11%)
Value$5.1M (+$469.3K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares135,429 from 91,206
Change+44,223 (+48%)
Value$4.9M (+$1.6M)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares134,615 from 124,989
Change+9,626 (+8%)
Value$4.9M (+$318.7K)
Filed 2026-10-16
Asset One Wealth Management LLC
NEW
Shares133,568
Change+133,568
Value$4.9M
Filed 2026-11-02
Milestone Asset Management, LLC
DECREASED
Shares131,353 from 149,442
Change-18,089 (-12%)
Value$4.8M (-$694.9K)
Filed 2026-10-15
Wavvest Wealth LLC
NEW
Shares130,159
Change+130,159
Value$4.7M
Filed 2026-10-21
Maia Wealth LLC
INCREASED
Shares129,631 from 83,140
Change+46,491 (+56%)
Value$4.7M (+$1.7M)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
INCREASED
Shares129,214 from 118,678
Change+10,536 (+9%)
Value$4.7M (+$353.3K)
Filed 2026-10-14
Hoxton Planning & Management, LLC
INCREASED
Shares128,601 from 60,353
Change+68,248 (+113%)
Value$4.7M (+$2.5M)
Filed 2026-10-15
FFG Retirement Advisors LLC
INCREASED
Shares128,583 from 119,391
Change+9,192 (+8%)
Value$4.7M (+$304.3K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares128,327 from 61,273
Change+67,054 (+109%)
Value$4.7M (+$2.4M)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares125,874 from 61,831
Change+64,043 (+104%)
Value$4.6M (+$2.3M)
Filed 2026-10-08
Cornerstone Planning Group LLC
INCREASED
Shares121,569 from 59,308
Change+62,261 (+105%)
Value$4.4M (+$2.3M)
Filed 2026-10-16
Rose Capital Advisors LLC
NEW
Shares119,586
Change+119,586
Value$4.3M
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares118,868 from 86,147
Change+32,721 (+38%)
Value$4.3M (+$1.2M)
Filed 2026-11-03
Lantz Financial LLC
INCREASED
Shares116,785 from 61,472
Change+55,313 (+90%)
Value$4.2M (+$2.0M)
Filed 2026-10-15
Arwa LLC
DECREASED
Shares112,917 from 120,561
Change-7,644 (-6%)
Value$4.1M (-$206.7K)
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares112,281 from 64,146
Change+48,135 (+75%)
Value$4.1M (+$1.7M)
Filed 2026-10-20
Centurion Wealth Management LLC
INCREASED
Shares107,321 from 34,767
Change+72,554 (+209%)
Value$3.9M (+$2.6M)
Filed 2026-10-13
Smart Wealth LLC
INCREASED
Shares96,513 from 11,345
Change+85,168 (+751%)
Value$3.5M (+$3.1M)
Filed 2026-11-04
FWG Investments, Llc.
INCREASED
Shares95,332 from 69,831
Change+25,501 (+37%)
Value$3.5M (+$909.5K)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares94,267 from 79,602
Change+14,665 (+18%)
Value$3.4M (+$513.2K)
Filed 2026-10-14
Polaris Investment Advisors, LLC
INCREASED
Shares94,010 from 40,758
Change+53,252 (+131%)
Value$3.4M (+$1.9M)
Filed 2026-10-20
WealthPoint Financial, LLC
INCREASED
Shares93,230 from 93,045
Change+185 (+0%)
Value$3.4M (-$16.5K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
NEW
Shares92,965
Change+92,965
Value$3.4M
Filed 2026-10-26
Wealth Quarterback LLC
INCREASED
Shares86,823 from 80,435
Change+6,388 (+8%)
Value$3.2M (+$212.1K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares85,935 from 61,365
Change+24,570 (+40%)
Value$3.1M (+$877.8K)
Filed 2026-10-14
Gilliland Jeter Wealth Management LLC
INCREASED
Shares85,610 from 75,649
Change+9,961 (+13%)
Value$3.1M (+$343.2K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares81,983 from 52,604
Change+29,379 (+56%)
Value$3.0M (+$1.1M)
Filed 2026-11-04
Retirement Wealth Solutions LLC
INCREASED
Shares79,253 from 39,410
Change+39,843 (+101%)
Value$2.9M (+$1.4M)
Filed 2026-10-07
Zenith Solutions, Inc.
INCREASED
Shares79,059 from 34,630
Change+44,429 (+128%)
Value$2.9M (+$1.6M)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
INCREASED
Shares78,272 from 54,795
Change+23,477 (+43%)
Value$2.8M (+$839.7K)
Filed 2026-11-02
Forte Asset Management LLC
NEW
Shares77,891
Change+77,891
Value$2.8M
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares68,939 from 68,489
Change+450 (+1%)
Value$2.5M (-$764)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
NEW
Shares68,542
Change+68,542
Value$2.5M
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares67,696 from 35,122
Change+32,574 (+93%)
Value$2.5M (+$1.2M)
Filed 2026-10-13
Novem Group
NEW
Shares65,749
Change+65,749
Value$2.4M
Filed 2026-10-19
Ashton Thomas Securities, LLC
INCREASED
Shares65,748 from 57,627
Change+8,121 (+14%)
Value$2.4M (+$283.1K)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares65,457 from 54,281
Change+11,176 (+21%)
Value$2.4M (+$392.7K)
Filed 2026-11-05
Integrated Wealth Management
INCREASED
Shares64,086 from 62,019
Change+2,067 (+3%)
Value$2.3M (+$59.6K)
Filed 2026-10-19
J.M. Arbour, LLC
INCREASED
Shares63,597 from 28,634
Change+34,963 (+122%)
Value$2.3M (+$1.3M)
Filed 2026-11-05
Legacy Advisory Services, LLC
NEW
Shares58,792
Change+58,792
Value$2.1M
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares58,601 from 42,015
Change+16,586 (+39%)
Value$2.1M (+$592.4K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares57,361 from 30,413
Change+26,948 (+89%)
Value$2.1M (+$972.0K)
Filed 2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED
Shares57,301 from 54,224
Change+3,077 (+6%)
Value$2.1M (+$98.3K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares56,350 from 33,425
Change+22,925 (+69%)
Value$2.0M (+$825.0K)
Filed 2026-10-13
MKT Advisors LLC
DECREASED
Shares55,644 from 55,777
Change-133 (0%)
Value$2.0M (-$2.0K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares54,665 from 41,639
Change+13,026 (+31%)
Value$2.0M (+$463.1K)
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares53,942 from 52,784
Change+1,158 (+2%)
Value$2.0M (+$28.9K)
Filed 2026-10-20
Two West Capital Advisors LLC
INCREASED
Shares52,862 from 25,798
Change+27,064 (+105%)
Value$1.9M (+$1.0M)
Filed 2026-10-15
PCG Asset Management, LLC
NEW
Shares52,163
Change+52,163
Value$1.9M
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares52,017 from 56,066
Change-4,049 (-7%)
Value$1.9M (-$161.2K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares49,361 from 26,079
Change+23,282 (+89%)
Value$1.8M (+$839.8K)
Filed 2026-10-28
Alterna Wealth Management, Inc
INCREASED
Shares47,341 from 23,626
Change+23,715 (+100%)
Value$1.7M (+$856.1K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares45,779 from 45,242
Change+537 (+1%)
Value$1.7M (+$8.2K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares43,807 from 22,670
Change+21,137 (+93%)
Value$1.6M (+$762.7K)
Filed 2026-11-03
Castleview Partners, LLC
INCREASED
Shares43,458 from 31,675
Change+11,783 (+37%)
Value$1.6M (+$420.4K)
Filed 2026-10-09
Lantern Wealth Advisors, LLC
INCREASED
Shares42,462 from 28,469
Change+13,993 (+49%)
Value$1.5M (+$501.5K)
Filed 2026-10-22
Silverlake Wealth Management LLC
INCREASED
Shares41,485 from 19,197
Change+22,288 (+116%)
Value$1.5M (+$805.4K)
Filed 2026-10-21
Pinion Investment Advisors, LLC
INCREASED
Shares41,097 from 36,762
Change+4,335 (+12%)
Value$1.5M (+$148.4K)
Filed 2026-11-04
Accelerate Investment Advisors LLC
INCREASED
Shares41,073 from 19,938
Change+21,135 (+106%)
Value$1.5M (+$763.3K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares40,103 from 20,522
Change+19,581 (+95%)
Value$1.5M (+$706.6K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares39,483 from 29,721
Change+9,762 (+33%)
Value$1.4M (+$347.4K)
Filed 2026-10-16
BridgePort Financial Solutions, LLC
INCREASED
Shares39,111 from 23,596
Change+15,515 (+66%)
Value$1.4M (+$558.1K)
Filed 2026-11-02
Cassilly Financial Group LLC
INCREASED
Shares37,974 from 35,587
Change+2,387 (+7%)
Value$1.4M (+$77.9K)
Filed 2026-10-07
W Advisors, LLC
INCREASED
Shares37,919 from 22,287
Change+15,632 (+70%)
Value$1.4M (+$562.7K)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares36,615 from 32,942
Change+3,673 (+11%)
Value$1.3M (+$119.0K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
INCREASED
Shares36,055 from 2,387
Change+33,668 (+1410%)
Value$1.3M (+$1.2M)
Filed 2026-11-04
RDA Financial Network
INCREASED
Shares34,453 from 34,145
Change+308 (+1%)
Value$1.3M (+$2.7K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
INCREASED
Shares34,296 from 27,187
Change+7,109 (+26%)
Value$1.2M (+$251.6K)
Filed 2026-10-13
BAM Wealth Management, LLC
INCREASED
Shares33,990 from 15,227
Change+18,763 (+123%)
Value$1.2M (+$678.2K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares33,937 from 18,479
Change+15,458 (+84%)
Value$1.2M (+$557.3K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares33,244 from 9,867
Change+23,377 (+237%)
Value$1.2M (+$847.0K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED
Shares32,617 from 29,271
Change+3,346 (+11%)
Value$1.2M (+$114.3K)
Filed 2026-10-13
BCU Wealth Advisors, LLC
NEW
Shares32,483
Change+32,483
Value$1.2M
Filed 2026-10-16
Semus Wealth Partners LLC
INCREASED
Shares32,332 from 16,479
Change+15,853 (+96%)
Value$1.2M (+$572.1K)
Filed 2026-10-22
Unify Financial Advisors
NEW
Shares31,734
Change+31,734
Value$1.2M
Filed 2026-11-03
Aspire Private Capital, LLC
INCREASED
Shares31,078 from 12,580
Change+18,498 (+147%)
Value$1.1M (+$669.3K)
Filed 2026-11-05
M Holdings Securities, Inc.
INCREASED
Shares31,064 from 18,368
Change+12,696 (+69%)
Value$1.1K (-$666.9K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares30,046 from 25,489
Change+4,557 (+18%)
Value$1.1M (+$159.3K)
Filed 2026-10-29
LifeSteps Financial, Inc.
INCREASED
Shares29,057 from 2,067
Change+26,990 (+1306%)
Value$1.1M (+$980.6K)
Filed 2026-10-15
MN Wealth Advisors, LLC
INCREASED
Shares28,936 from 27,355
Change+1,581 (+6%)
Value$1.1M (+$50.6K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
INCREASED
Shares28,738 from 23,001
Change+5,737 (+25%)
Value$1.0M (+$202.8K)
Filed 2026-10-20
Carmel Capital Partners, LLC
NEW
Shares28,256
Change+28,256
Value$1.0M
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares27,147 from 71,811
Change-44,664 (-62%)
Value$986.8K (-$1.6M)
Filed 2026-10-08
Latitude Advisors, LLC
INCREASED
Shares26,907 from 11,257
Change+15,650 (+139%)
Value$978.1K (+$566.1K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
INCREASED
Shares26,840 from 13,990
Change+12,850 (+92%)
Value$975.6K (+$463.6K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares26,558 from 14,098
Change+12,460 (+88%)
Value$965.4K (+$449.4K)
Filed 2026-11-05
Interchange Capital Partners, LLC
INCREASED
Shares26,208 from 15,852
Change+10,356 (+65%)
Value$946.2K (+$366.0K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
INCREASED
Shares25,583 from 10,092
Change+15,491 (+154%)
Value$929.9K (+$560.6K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares25,480 from 25,966
Change-486 (-2%)
Value$916.0K (-$34.4K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
NEW
Shares25,316
Change+25,316
Value$920.2K
Filed 2026-10-13
Oregon Pacific Wealth Management, LLC
INCREASED
Shares25,282 from 24,361
Change+921 (+4%)
Value$919.0K (+$27.4K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares23,431 from 19,921
Change+3,510 (+18%)
Value$851.7K (+$122.6K)
Filed 2026-10-23
Omni 360 Wealth, Inc.
INCREASED
Shares23,360 from 21,611
Change+1,749 (+8%)
Value$849.1K (+$58.2K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares22,965 from 9,671
Change+13,294 (+137%)
Value$834.8K (+$480.8K)
Filed 2026-10-13
Forthright Family Wealth Advisory LLC
INCREASED
Shares22,772 from 21,081
Change+1,691 (+8%)
Value$827.8K (+$56.2K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
INCREASED
Shares22,684 from 20,497
Change+2,187 (+11%)
Value$824.6K (+$74.4K)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares20,789
Change+20,789
Value$755.7K
Filed 2026-11-05
Aegis Wealth Management, Inc.
INCREASED
Shares20,153 from 7,556
Change+12,597 (+167%)
Value$732.6K (+$456.0K)
Filed 2026-10-26
MSH Capital Advisors LLC
INCREASED
Shares20,090 from 19,460
Change+630 (+3%)
Value$730.3K (+$18.0K)
Filed 2026-11-03
Fulcrum Equity Management
INCREASED
Shares19,661 from 17,589
Change+2,072 (+12%)
Value$714.7K (+$70.9K)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW
Shares19,031
Change+19,031
Value$691.1K
Filed 2026-10-27
Avantra Family Wealth, Inc.
INCREASED
Shares18,952 from 18,420
Change+532 (+3%)
Value$688.9K (+$14.7K)
Filed 2026-10-20
Lockerman Financial Group, Inc.
INCREASED
Shares18,878 from 9,479
Change+9,399 (+99%)
Value$686.2K (+$339.3K)
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares18,533 from 12,999
Change+5,534 (+43%)
Value$673.7K (+$197.9K)
Filed 2026-10-16
Kestra Investment Management, LLC
INCREASED
Shares18,351 from 7,940
Change+10,411 (+131%)
Value$667.1K (+$376.5K)
Filed 2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares16,531 from 5,606
Change+10,925 (+195%)
Value$600.9K (+$395.7K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares16,323 from 1,658
Change+14,665 (+885%)
Value$593.4K (+$532.7K)
Filed 2026-11-02
Quartz Partners, LLC
INCREASED
Shares16,232 from 8,341
Change+7,891 (+95%)
Value$590.0K (+$284.8K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares15,582 from 6,135
Change+9,447 (+154%)
Value$566.4K (+$341.9K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares15,275 from 14,276
Change+999 (+7%)
Value$555.2K (+$32.7K)
Filed 2026-10-14
Centennial Advisors, LLC
INCREASED
Shares15,049 from 12,268
Change+2,781 (+23%)
Value$547.0K (+$98.0K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares14,795 from 8,799
Change+5,996 (+68%)
Value$537.8K (+$215.8K)
Filed 2026-11-04
RCS Financial Planning, LLC
INCREASED
Shares14,636 from 7,368
Change+7,268 (+99%)
Value$532.0K (+$262.4K)
Filed 2026-10-14
LongView Wealth Management
INCREASED
Shares14,592 from 7,888
Change+6,704 (+85%)
Value$530.4K (+$241.7K)
Filed 2026-10-19
Midwest Financial Network, LLC
INCREASED
Shares14,453 from 12,704
Change+1,749 (+14%)
Value$525.4K (+$60.4K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
INCREASED
Shares14,110 from 5,737
Change+8,373 (+146%)
Value$512.9K (+$302.9K)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares14,018 from 6,042
Change+7,976 (+132%)
Value$509.6K (+$288.4K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares13,703 from 22,381
Change-8,678 (-39%)
Value$498.1K (-$321.0K)
Filed 2026-11-05
Entrewealth, LLC
INCREASED
Shares13,579 from 12,938
Change+641 (+5%)
Value$493.6K (+$22.1K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED
Shares13,066 from 12,941
Change+125 (+1%)
Value$475.0K (+$1.3K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares13,035 from 6,383
Change+6,652 (+104%)
Value$473.8K (+$240.2K)
Filed 2026-10-30
Spinnaker Investment Group, LLC
INCREASED
Shares12,954 from 7,205
Change+5,749 (+80%)
Value$470.9K (+$207.2K)
Filed 2026-10-13
Atlatl Advisers LLC
INCREASED
Shares12,152 from 7,102
Change+5,050 (+71%)
Value$441.7K (+$181.8K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares11,960 from 7,042
Change+4,918 (+70%)
Value$434.7K (+$177.0K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
NEW
Shares11,391
Change+11,391
Value$414.1K
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares11,318 from 831
Change+10,487 (+1262%)
Value$411.4K (+$381.0K)
Filed 2026-10-29
AA Financial Advisors, LLC
NEW
Shares10,712
Change+10,712
Value$389.4K
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
NEW
Shares10,152
Change+10,152
Value$369.0K
Filed 2026-10-20
World Equity Group, Inc.
DECREASED
Shares9,582 from 13,942
Change-4,360 (-31%)
Value$348.3K (-$162.0K)
Filed 2026-10-14
Krilogy Financial LLC
NEW
Shares9,465
Change+9,465
Value$340.5K
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares9,459 from 9,459
Change0 (0%)
Value$346.2K ($0)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares9,406 from 7,473
Change+1,933 (+26%)
Value$343.8K (+$70.3K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares9,225 from 9,520
Change-295 (-3%)
Value$335.3K (-$13.1K)
Filed 2026-11-04
Blue Capital, Inc.
INCREASED
Shares9,222 from 9,195
Change+27 (+0%)
Value$335.2K (-$1.3K)
Filed 2026-10-13
Heck Capital Advisors, LLC
NEW
Shares9,214
Change+9,214
Value$334.9K
Filed 2026-10-14
FSA Wealth Partners, Inc.
NEW
Shares9,208
Change+9,208
Value$334.7K
Filed 2026-10-26
Apollon Financial, LLC
NEW
Shares9,170
Change+9,170
Value$333.3K
Filed 2026-10-23
Soltis Investment Advisors LLC
NEW
Shares9,074
Change+9,074
Value$329.8K
Filed 2026-10-28
Richmond Investment Services, LLC
INCREASED
Shares9,001 from 8,898
Change+103 (+1%)
Value$327.2K (+$1.5K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
NEW
Shares8,721
Change+8,721
Value$317.0K
Filed 2026-10-16
Veracity Capital LLC
NEW
Shares8,561
Change+8,561
Value$311.2K
Filed 2026-10-08
Accredited Investor Services, LLC
NEW
Shares8,537
Change+8,537
Value$310.3K
Filed 2026-10-22
Islay Capital Management, LLC
NEW
Shares8,395
Change+8,395
Value$305.2K
Filed 2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares7,941 from 7,119
Change+822 (+12%)
Value$288.6K (+$28.1K)
Filed 2026-10-15
Elevation Wealth Management LLC
INCREASED
Shares6,845 from 5,868
Change+977 (+17%)
Value$248.8K (+$34.0K)
Filed 2026-11-02
Atlas Brown,Inc.
NEW
Shares6,771
Change+6,771
Value$246.1K
Filed 2026-10-09
Wellment Financial
DECREASED
Shares6,568 from 6,818
Change-250 (-4%)
Value$238.7K (-$10.8K)
Filed 2026-10-28
Advisory Solutions Group, LLC
INCREASED
Shares6,226 from 5,482
Change+744 (+14%)
Value$226.3K (+$25.7K)
Filed 2026-10-14
Global Financial Private Client, LLC
NEW
Shares6,137
Change+6,137
Value$223.1K
Filed 2026-10-15
Financial Life Advisors
NEW
Shares5,917
Change+5,917
Value$215.1K
Filed 2026-10-14
Tennessee Valley Asset Management Partners
NEW
Shares5,736
Change+5,736
Value$208.5K
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,169 from 4,569
Change+600 (+13%)
Value$187.9K (+$20.7K)
Filed 2026-11-02
Montgomery Financial Services LLC
INCREASED
Shares4,104 from 1,284
Change+2,820 (+220%)
Value$149.2K (+$102.2K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares3,086
Change+3,086
Value$112.2K
Filed 2026-10-19
Wells Financial Advisors Inc
INCREASED
Shares2,498 from 2,225
Change+273 (+12%)
Value$90.8K (+$9.4K)
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares2,397
Change+2,397
Value$87.1K
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares1,307 from 545
Change+762 (+140%)
Value$47.5K (+$27.6K)
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares1,266
Change+1,266
Value$46.0K
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares1,199
Change+1,199
Value$43.6K
Filed 2026-11-03
Abound Wealth Management
NEW
Shares1,056
Change+1,056
Value$38.4K
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares873 from 578
Change+295 (+51%)
Value$31.7K (+$10.6K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
INCREASED
Shares865 from 646
Change+219 (+34%)
Value$31.4K (+$7.8K)
Filed 2026-10-09
Networth Advisors, LLC
DECREASED
Shares618 from 631
Change-13 (-2%)
Value$22.5K (-$623)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
NEW
Shares470
Change+470
Value$17.1K
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares329 from 56
Change+273 (+488%)
Value$12.0K (+$9.9K)
Filed 2026-10-26
Asset Dedication, LLC
NEW
Shares190
Change+190
Value$6.9K
Filed 2026-11-03
Cullen T Bankers, Inc.
NEW
Shares153
Change+153
Value$5.6K
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares130
Change+130
Value$4.7K
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares126 from 107
Change+19 (+18%)
Value$4.6K (+$653)
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares113
Change+113
Value$4.1K
Filed 2026-10-30
Advocate Investing Services LLC
INCREASED
Shares106 from 37
Change+69 (+186%)
Value$3.9K (+$2.5K)
Filed 2026-10-26
Archer Investment Corp
DECREASED
Shares104 from 1,070
Change-966 (-90%)
Value$3.8K (-$35.4K)
Filed 2026-11-05
Lynch Investment Planning, LLC
NEW
Shares96
Change+96
Value$3.5K
Filed 2026-10-27
Horizon Financial Services, LLC
NEW
Shares95
Change+95
Value$3.5K
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares93
Change+93
Value$3.4K
Filed 2026-10-26
United Financial Planning Group LLC
NEW
Shares63
Change+63
Value$2.3K
Filed 2026-11-04
Essential Partners LLC
NEW
Shares57
Change+57
Value$2.1K
Filed 2026-10-14
NBT Bank, N.A.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.0K (-$13)
Filed 2026-10-21
Bfsg, LLC
NEW
Shares42
Change+42
Value$1.5K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.2K (-$8)
Filed 2026-10-27
Scarborough Advisors, LLC
CLOSED
Shares0 from 28,760
Change-28,760 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 7,765
Change-7,765 (-100%)
Value$0 (-$284.2K)
Filed 2026-10-26
StoneX Group Inc.
CLOSED
Shares0 from 6,125
Change-6,125 (-100%)
Value$0 (-$224.2K)
Filed 2026-11-03
Nfsg Corp
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 50,080,513
Change-50,080,513 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,966,600
Change-17,966,600 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 12,884,432
Change-12,884,432 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,742,774
Change-5,742,774 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,446,981
Change-5,446,981 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,199,757
Change-4,199,757 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,167,088
Change-4,167,088 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,856,635
Change-3,856,635 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,464,938
Change-3,464,938 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,947,493
Change-2,947,493 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,809,906
Change-2,809,906 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,633,020
Change-2,633,020 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,487,698
Change-2,487,698 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,346,094
Change-2,346,094 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,889,296
Change-1,889,296 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,806,369
Change-1,806,369 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,505,778
Change-1,505,778 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,289,022
Change-1,289,022 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,206,181
Change-1,206,181 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,070,099
Change-1,070,099 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 1,006,205
Change-1,006,205 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 985,631
Change-985,631 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 962,909
Change-962,909 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 934,314
Change-934,314 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 912,834
Change-912,834 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 875,862
Change-875,862 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 664,200
Change-664,200 (-100%)
Value—
EQ LLC
N/A
Shares— from 613,786
Change-613,786 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 564,102
Change-564,102 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 496,040
Change-496,040 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 491,985
Change-491,985 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 462,447
Change-462,447 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 452,235
Change-452,235 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 443,776
Change-443,776 (-100%)
Value—
&partners
N/A
Shares— from 434,646
Change-434,646 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 421,483
Change-421,483 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 343,250
Change-343,250 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 337,387
Change-337,387 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 304,116
Change-304,116 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 302,719
Change-302,719 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 295,242
Change-295,242 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 288,757
Change-288,757 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 270,176
Change-270,176 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 253,825
Change-253,825 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 239,879
Change-239,879 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 226,158
Change-226,158 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 210,080
Change-210,080 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 207,752
Change-207,752 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 206,668
Change-206,668 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 203,423
Change-203,423 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 200,056
Change-200,056 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 198,750
Change-198,750 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 198,529
Change-198,529 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 195,545
Change-195,545 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 193,563
Change-193,563 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 183,754
Change-183,754 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 177,330
Change-177,330 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 173,397
Change-173,397 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 166,136
Change-166,136 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 166,064
Change-166,064 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 162,580
Change-162,580 (-100%)
Value—
Invst, LLC
N/A
Shares— from 159,070
Change-159,070 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 151,605
Change-151,605 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 150,557
Change-150,557 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 149,875
Change-149,875 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 134,027
Change-134,027 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 132,693
Change-132,693 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 129,324
Change-129,324 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 124,810
Change-124,810 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 118,796
Change-118,796 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 118,325
Change-118,325 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 111,476
Change-111,476 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 110,702
Change-110,702 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 109,704
Change-109,704 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 109,202
Change-109,202 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 99,194
Change-99,194 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 98,107
Change-98,107 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 94,423
Change-94,423 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 90,283
Change-90,283 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 90,269
Change-90,269 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 90,040
Change-90,040 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 88,898
Change-88,898 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 87,462
Change-87,462 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 78,062
Change-78,062 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 77,120
Change-77,120 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 72,640
Change-72,640 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 68,618
Change-68,618 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 66,735
Change-66,735 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 57,588
Change-57,588 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 52,941
Change-52,941 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 51,477
Change-51,477 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 50,447
Change-50,447 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 45,907
Change-45,907 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 45,797
Change-45,797 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 44,746
Change-44,746 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 44,332
Change-44,332 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 43,466
Change-43,466 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 42,893
Change-42,893 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 42,282
Change-42,282 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 40,998
Change-40,998 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 32,649
Change-32,649 (-100%)
Value—
Nwam LLC
N/A
Shares— from 28,947
Change-28,947 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 28,511
Change-28,511 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 26,147
Change-26,147 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 25,733
Change-25,733 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 25,226
Change-25,226 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 25,194
Change-25,194 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 25,145
Change-25,145 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 24,372
Change-24,372 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,116
Change-24,116 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 23,668
Change-23,668 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 23,478
Change-23,478 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 23,253
Change-23,253 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,828
Change-22,828 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 22,274
Change-22,274 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 21,882
Change-21,882 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 21,565
Change-21,565 (-100%)
Value—
EWA, LLC
N/A
Shares— from 21,453
Change-21,453 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 20,724
Change-20,724 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,262
Change-19,262 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,976
Change-17,976 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,944
Change-17,944 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 17,777
Change-17,777 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,570
Change-16,570 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 15,278
Change-15,278 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 14,220
Change-14,220 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,088
Change-14,088 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 13,244
Change-13,244 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,808
Change-11,808 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,117
Change-11,117 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,584
Change-10,584 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,507
Change-10,507 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,032
Change-10,032 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 8,862
Change-8,862 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 7,743
Change-7,743 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Central Trust Co
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 345
Change-345 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 277
Change-277 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 264
Change-264 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 249
Change-249 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 203
Change-203 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 168
Change-168 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED8,511,6714,299,492+4,212,179+98%$157.4M$309.4M+$152.0M2026-10-26
Bank of New York Mellon Corp
INCREASED5,107,4492,789,325+2,318,124+83%$102.1M$185.7M+$83.6M2026-11-05
Sofi Wealth, LLC
INCREASED3,600,5733,481,503+119,070+3%$127.4M$130.9M+$3.5M2026-10-27
JB Capital LLC
INCREASED3,238,0081,733,667+1,504,341+87%$63.5M$117.7M+$54.2M2026-10-19
Commonwealth Equity Services, LLC
INCREASED2,778,9772,694,037+84,940+3%$98.6M$101.0M+$2.4M2026-11-02
Thrivent Financial for Lutherans
INCREASED2,736,1202,228,781+507,339+23%$81.5M$99.0M+$17.5M2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,617,6362,402,506+215,130+9%$87.9M$95.2M+$7.2M2026-10-14
Vise Technologies, Inc.
INCREASED2,257,5001,026,540+1,230,960+120%$37.6M$82.1M+$44.5M2026-10-29
Triad Wealth Partners, LLC
INCREASED2,133,0451,902,690+230,355+12%$68.3M$77.5M+$9.3M2026-10-26
Goldstein Advisors, LLC
INCREASED2,062,9271,975,843+87,084+4%$72.3M$75.0M+$2.7M2026-10-15
West Wealth Group, LLC
INCREASED1,523,7141,421,104+102,610+7%$52.0M$55.4M+$3.4M2026-10-14
Ascent Group, LLC
INCREASED1,417,8901,387,552+30,338+2%$50.8M$51.5M+$755.9K2026-10-30
Atria Investments, Inc
INCREASED1,391,334818,831+572,503+70%$30.0M$50.6M+$20.6M2026-10-15
Parallel Advisors, LLC
INCREASED1,238,61597,035+1,141,580+1176%$3.6M$45.0M+$41.5M2026-11-03
KWB Wealth
NEW1,150,732—+1,150,732——$41.8M—2026-10-16
Truist Financial Corp
INCREASED1,145,625595,527+550,098+92%$21.8M$41.6M+$19.8M2026-10-30
Pettinga Financial Advisors LLC
INCREASED1,114,2191,076,072+38,147+4%$39.4M$40.5M+$1.1M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED1,107,588640,842+466,746+73%$23.5M$40.3M+$16.8M2026-11-02
Security Financial Services, Inc.
INCREASED974,947945,130+29,817+3%$34.6M$35.4M+$847.6K2026-10-29
Kelly Financial Services LLC
INCREASED937,146906,269+30,877+3%$33.2M$34.1M+$895.8K2026-10-20
Detalus Advisors, LLC
INCREASED874,139865,014+9,125+1%$31.7M$31.8M+$115.4K2026-10-15
Embree Financial Group
INCREASED795,938765,192+30,746+4%$28.0M$28.9M+$926.3K2026-10-22
Horst & Graben Wealth Management LLC
INCREASED783,179762,762+20,417+3%$27.5M$28.5M+$921.7K2026-11-02
Beacon Financial Group
INCREASED767,618376,017+391,601+104%$13.8M$27.9M+$14.1M2026-10-19
Midwest Capital Advisors, LLC
INCREASED748,064745,014+3,050+0%$27.3M$27.2M-$75.4K2026-11-04
Perigon Wealth Management, LLC
INCREASED743,567665,387+78,180+12%$24.4M$27.0M+$2.7M2026-10-22
Stone House Investment Management, LLC
INCREASED716,429353,362+363,067+103%$12.9M$26.0M+$13.1M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED710,086289,383+420,703+145%$10.5M$25.5M+$15.1M2026-10-13
Marks Group Wealth Management, Inc
INCREASED689,776354,960+334,816+94%$13.0M$25.1M+$12.1M2026-11-05
One Advisory Partners, LLC
INCREASED671,952628,639+43,313+7%$23.0M$24.4M+$1.4M2026-10-22
Beacon Capital Management, LLC
INCREASED670,636483,900+186,736+39%$17.7M$24.4M+$6.7M2026-10-23
CFS Investment Advisory Services, LLC
DECREASED634,300644,329-10,029-2%$23.1M$23.3M+$153.7K2026-10-19
Plancorp, LLC
DECREASED628,281705,853-77,572-11%$25.1M$22.1M-$3.0M2026-11-03
Diversify Wealth Management, LLC
INCREASED614,209250,654+363,555+145%$8.9M$21.9M+$13.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED614,209250,654+363,555+145%$8.9M$21.9M+$13.0M2026-10-20
Farther Finance Advisors, LLC
INCREASED611,323433,252+178,071+41%$15.9M$22.2M+$6.4M2026-10-08
Cypress Wealth Services, LLC
INCREASED607,504510,139+97,365+19%$18.7M$22.3M+$3.6M2026-10-21
Sharkey, Howes & Javer
INCREASED561,110534,519+26,591+5%$19.6M$20.4M+$833.0K2026-10-22
Shepherd Financial Partners LLC
NEW551,596—+551,596——$20.1M—2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED529,549239,011+290,538+122%$8.7M$19.2M+$10.5M2026-10-13
Able Wealth Management LLC
INCREASED522,042464,579+57,463+12%$17.0M$19.2M+$2.2M2026-10-13
Trek Financial, LLC
INCREASED517,418305,117+212,301+70%$11.2M$18.8M+$7.6M2026-10-29
Archer Investment Management, LLC
INCREASED501,727456,465+45,262+10%$16.7M$18.2M+$1.5M2026-10-13
TSA Wealth Managment LLC
DECREASED490,188495,071-4,883-1%$18.1M$17.8M-$301.3K2026-10-22
Weil Company, Inc.
INCREASED477,608464,095+13,513+3%$17.0M$17.4M+$375.2K2026-10-14
Strategic Blueprint, LLC
INCREASED455,641407,504+48,137+12%$14.9M$16.6M+$1.6M2026-10-22
Kestra Advisory Services, LLC
INCREASED455,464186,458+269,006+144%$6.8M$16.6M+$9.7M2026-11-02
Apeiron RIA LLC
INCREASED448,146262,200+185,946+71%$9.6M$16.2M+$6.6M2026-10-08
Patton Albertson Miller Group, LLC
INCREASED436,904349,803+87,101+25%$12.8M$15.9M+$3.1M2026-10-26
Swmg, LLC
INCREASED434,780248,754+186,026+75%$8.9M$15.4M+$6.4M2026-10-23
Independent Financial Group, LLC
INCREASED421,888381,932+39,956+10%$14.0M$15.3M+$1.4M2026-10-13
Assetmark, Inc
INCREASED408,495276,290+132,205+48%$10.1M$14.8M+$4.7M2026-10-21
Avid Wealth Partners LLC
INCREASED403,443380,176+23,267+6%$13.9M$14.7M+$750.7K2026-11-03
Town Capital LLC
INCREASED392,105371,085+21,020+6%$13.6M$14.3M+$671.3K2026-11-03
Claro Advisors Inc.
INCREASED381,544368,231+13,313+4%$13.5M$13.9M+$391.9K2026-11-02
A4 Wealth Advisors LLC
INCREASED370,661352,577+18,084+5%$12.9M$13.5M+$569.2K2026-10-20
Brookstone Capital Management
INCREASED353,451204,170+149,281+73%$7.5M$12.8M+$5.4M2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED347,66585,124+262,541+308%$3.1M$12.6M+$9.5M2026-10-22
Skyline Advisors, Inc.
INCREASED341,534324,665+16,869+5%$11.9M$12.4M+$532.0K2026-11-03
SteelPeak Wealth, LLC
INCREASED334,252333,133+1,119+0%$12.2M$12.2M-$42.6K2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED333,253318,708+14,545+5%$11.7M$12.1M+$449.0K2026-10-16
Citigroup Inc
INCREASED318,64998,433+220,216+224%$3.6M$11.6M+$8.0M2026-11-04
Simplicity Wealth,LLC
INCREASED309,867117,896+191,971+163%$4.3M$11.3M+$6.9M2026-10-23
Ehrlich Financial Group
INCREASED297,687283,542+14,145+5%$10.4M$10.8M+$443.3K2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED288,371147,944+140,427+95%$5.4M$10.5M+$5.1M2026-11-03
Focus Financial Network, Inc.
INCREASED283,578274,833+8,745+3%$10.1M$10.3M+$249.2K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED283,504206,647+76,857+37%$7.6M$10.3M+$2.7M2026-10-16
Scissortail Wealth Management, LLC
INCREASED281,553276,840+4,713+2%$10.1M$10.2M+$102.1K2026-11-03
Integrity Alliance, Llc.
INCREASED280,328264,120+16,208+6%$9.7M$10.2M+$523.2K2026-10-29
Gen-Wealth Partners Inc
INCREASED276,857189,070+87,787+46%$6.9M$10.1M+$3.1M2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED272,451272,894-4430%$10.0M$9.9M-$84.4K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED266,639229,551+37,088+16%$8.4M$9.7M+$1.3M2026-11-03
Blue Trust, Inc.
INCREASED264,524143,286+121,238+85%$5.2M$9.6M+$4.4M2026-10-15
Hobbs Wealth Management, LLC
INCREASED233,604225,437+8,167+4%$8.3M$8.5M+$240.5K2026-10-20
Quadrant Private Wealth Management, LLC
INCREASED232,995207,717+25,278+12%$7.6M$8.5M+$866.9K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED230,656216,920+13,736+6%$7.9M$8.4M+$445.1K2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED226,049228,720-2,671-1%$8.4M$8.2M-$154.3K2026-10-26
Newport Capital Group, LLC
NEW222,824—+222,824——$8.2M—2026-10-16
Uptick Partners, LLC
INCREASED219,885205,733+14,152+7%$7.5M$8.0M+$463.0K2026-11-04
IFP Advisors, Inc
INCREASED214,838190,454+24,384+13%$7.0M$7.8M+$838.7K2026-10-16
Sovran Advisors, LLC
INCREASED209,67091,998+117,672+128%$3.2M$7.5M+$4.3M2026-11-02
Richard P Slaughter Associates Inc
INCREASED194,677102,806+91,871+89%$3.8M$7.1M+$3.3M2026-10-13
Braun-Bostich & Associates Inc.
INCREASED194,589193,847+742+0%$7.1M$7.1M-$21.5K2026-10-20
Lifelong Wealth Advisors, Inc.
INCREASED194,002182,363+11,639+6%$6.7M$7.1M+$377.5K2026-10-19
Arcadia Wealth Management, LLC
INCREASED184,22774,901+109,326+146%$2.7M$6.7M+$4.0M2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED182,521106,606+75,915+71%$3.9M$6.6M+$2.7M2026-11-02
LiftPoint Family Wealth Advisors LLC
INCREASED176,38861,058+115,330+189%$2.2M$6.4M+$4.2M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED176,112103,707+72,405+70%$3.8M$6.4M+$2.6M2026-11-05
VestGen Advisors, LLC
INCREASED175,402104,402+71,000+68%$3.8M$6.4M+$2.6M2026-10-27
One Wealth Capital Management, LLC
INCREASED174,43476,834+97,600+127%$2.8M$6.3M+$3.5M2026-10-23
Integrated Advisors Network LLC
INCREASED168,881145,258+23,623+16%$5.3M$6.1M+$822.4K2026-10-20
Core Wealth Advisors, LLC
INCREASED168,22178,010+90,211+116%$2.9M$6.1M+$3.3M2026-11-05
SWP Financial LLC
DECREASED163,362163,833-4710%$6.0M$5.9M-$58.1K2026-10-23
Apollon Wealth Management, LLC
INCREASED162,26865,553+96,715+148%$2.4M$5.9M+$3.5M2026-10-23
MGO One Seven LLC
DECREASED159,572190,420-30,848-16%$7.0M$5.8M-$1.2M2026-10-28
SigFig Wealth Management, LLC
INCREASED158,095107,860+50,235+47%$3.9M$5.7M+$1.8M2026-10-07
Patriot Financial Group Insurance Agency, LLC
INCREASED153,63168,996+84,635+123%$2.5M$5.6M+$3.1M2026-10-14
Absolute Capital Management, LLC
INCREASED153,41673,980+79,436+107%$2.7M$5.6M+$2.9M2026-10-16
Mather Group, Llc.
INCREASED152,032148,249+3,783+3%$5.4M$5.5M+$100.5K2026-10-14
Balefire, LLC
INCREASED147,62983,287+64,342+77%$3.0M$5.4M+$2.3M2026-10-09
Peak Wealth Management LLC
NEW143,672—+143,672——$5.1M—2026-10-26
Bedminster, LLC
INCREASED140,538126,755+13,783+11%$4.6M$5.1M+$469.3K2026-11-04
RFG Advisory, LLC
INCREASED135,42991,206+44,223+48%$3.3M$4.9M+$1.6M2026-11-03
PFG Advisors
INCREASED134,615124,989+9,626+8%$4.6M$4.9M+$318.7K2026-10-16
Asset One Wealth Management LLC
NEW133,568—+133,568——$4.9M—2026-11-02
Milestone Asset Management, LLC
DECREASED131,353149,442-18,089-12%$5.5M$4.8M-$694.9K2026-10-15
Wavvest Wealth LLC
NEW130,159—+130,159——$4.7M—2026-10-21
Maia Wealth LLC
INCREASED129,63183,140+46,491+56%$3.0M$4.7M+$1.7M2026-10-19
Firethorn Wealth Partners, LLC
INCREASED129,214118,678+10,536+9%$4.3M$4.7M+$353.3K2026-10-14
Hoxton Planning & Management, LLC
INCREASED128,60160,353+68,248+113%$2.2M$4.7M+$2.5M2026-10-15
FFG Retirement Advisors LLC
INCREASED128,583119,391+9,192+8%$4.4M$4.7M+$304.3K2026-10-20
Csenge Advisory Group
INCREASED128,32761,273+67,054+109%$2.2M$4.7M+$2.4M2026-11-04
CoreCap Advisors, LLC
INCREASED125,87461,831+64,043+104%$2.3M$4.6M+$2.3M2026-10-08
Cornerstone Planning Group LLC
INCREASED121,56959,308+62,261+105%$2.1M$4.4M+$2.3M2026-10-16
Rose Capital Advisors LLC
NEW119,586—+119,586——$4.3M—2026-11-04
Verus Capital Partners, LLC
INCREASED118,86886,147+32,721+38%$3.2M$4.3M+$1.2M2026-11-03
Lantz Financial LLC
INCREASED116,78561,472+55,313+90%$2.2M$4.2M+$2.0M2026-10-15
Arwa LLC
DECREASED112,917120,561-7,644-6%$4.3M$4.1M-$206.7K2026-10-21
Portfolio Resources Advisor Group, Inc.
INCREASED112,28164,146+48,135+75%$2.3M$4.1M+$1.7M2026-10-20
Centurion Wealth Management LLC
INCREASED107,32134,767+72,554+209%$1.3M$3.9M+$2.6M2026-10-13
Smart Wealth LLC
INCREASED96,51311,345+85,168+751%$415.2K$3.5M+$3.1M2026-11-04
FWG Investments, Llc.
INCREASED95,33269,831+25,501+37%$2.6M$3.5M+$909.5K2026-11-03
XY Planning Network, Inc.
INCREASED94,26779,602+14,665+18%$2.9M$3.4M+$513.2K2026-10-14
Polaris Investment Advisors, LLC
INCREASED94,01040,758+53,252+131%$1.5M$3.4M+$1.9M2026-10-20
WealthPoint Financial, LLC
INCREASED93,23093,045+185+0%$3.4M$3.4M-$16.5K2026-11-03
Commonwealth Retirement Investments LLC
NEW92,965—+92,965——$3.4M—2026-10-26
Wealth Quarterback LLC
INCREASED86,82380,435+6,388+8%$2.9M$3.2M+$212.1K2026-10-20
Tempus Wealth Planning, LLC
INCREASED85,93561,365+24,570+40%$2.2M$3.1M+$877.8K2026-10-14
Gilliland Jeter Wealth Management LLC
INCREASED85,61075,649+9,961+13%$2.8M$3.1M+$343.2K2026-10-28
Creative Financial Designs Inc
INCREASED81,98352,604+29,379+56%$1.9M$3.0M+$1.1M2026-11-04
Retirement Wealth Solutions LLC
INCREASED79,25339,410+39,843+101%$1.4M$2.9M+$1.4M2026-10-07
Zenith Solutions, Inc.
INCREASED79,05934,630+44,429+128%$1.3M$2.9M+$1.6M2026-10-19
Lloyd Advisory Services, Llc.
INCREASED78,27254,795+23,477+43%$2.0M$2.8M+$839.7K2026-11-02
Forte Asset Management LLC
NEW77,891—+77,891——$2.8M—2026-10-13
WealthPLAN Partners, LLC
INCREASED68,93968,489+450+1%$2.5M$2.5M-$7642026-10-15
Flagship Harbor Advisors, LLC
NEW68,542—+68,542——$2.5M—2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED67,69635,122+32,574+93%$1.3M$2.5M+$1.2M2026-10-13
Novem Group
NEW65,749—+65,749——$2.4M—2026-10-19
Ashton Thomas Securities, LLC
INCREASED65,74857,627+8,121+14%$2.1M$2.4M+$283.1K2026-10-26
Vicus Capital
INCREASED65,45754,281+11,176+21%$2.0M$2.4M+$392.7K2026-11-05
Integrated Wealth Management
INCREASED64,08662,019+2,067+3%$2.3M$2.3M+$59.6K2026-10-19
J.M. Arbour, LLC
INCREASED63,59728,634+34,963+122%$1.0M$2.3M+$1.3M2026-11-05
Legacy Advisory Services, LLC
NEW58,792—+58,792——$2.1M—2026-10-20
Key Capital Management, Inc
INCREASED58,60142,015+16,586+39%$1.5M$2.1M+$592.4K2026-11-03
First Heartland Consultants, Inc.
INCREASED57,36130,413+26,948+89%$1.1M$2.1M+$972.0K2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED57,30154,224+3,077+6%$2.0M$2.1M+$98.3K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED56,35033,425+22,925+69%$1.2M$2.0M+$825.0K2026-10-13
MKT Advisors LLC
DECREASED55,64455,777-1330%$2.0M$2.0M-$2.0K2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED54,66541,639+13,026+31%$1.5M$2.0M+$463.1K2026-11-03
Sutton Place Investors LLC
INCREASED53,94252,784+1,158+2%$1.9M$2.0M+$28.9K2026-10-20
Two West Capital Advisors LLC
INCREASED52,86225,798+27,064+105%$905.8K$1.9M+$1.0M2026-10-15
PCG Asset Management, LLC
NEW52,163—+52,163——$1.9M—2026-11-05
Compound Planning, Inc.
DECREASED52,01756,066-4,049-7%$2.1M$1.9M-$161.2K2026-11-05
Raleigh Capital Management Inc.
INCREASED49,36126,079+23,282+89%$954.5K$1.8M+$839.8K2026-10-28
Alterna Wealth Management, Inc
INCREASED47,34123,626+23,715+100%$864.7K$1.7M+$856.1K2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED45,77945,242+537+1%$1.7M$1.7M+$8.2K2026-10-21
JFS Wealth Advisors, LLC
INCREASED43,80722,670+21,137+93%$829.7K$1.6M+$762.7K2026-11-03
Castleview Partners, LLC
INCREASED43,45831,675+11,783+37%$1.2M$1.6M+$420.4K2026-10-09
Lantern Wealth Advisors, LLC
INCREASED42,46228,469+13,993+49%$1.0M$1.5M+$501.5K2026-10-22
Silverlake Wealth Management LLC
INCREASED41,48519,197+22,288+116%$702.6K$1.5M+$805.4K2026-10-21
Pinion Investment Advisors, LLC
INCREASED41,09736,762+4,335+12%$1.3M$1.5M+$148.4K2026-11-04
Accelerate Investment Advisors LLC
INCREASED41,07319,938+21,135+106%$729.7K$1.5M+$763.3K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED40,10320,522+19,581+95%$751.1K$1.5M+$706.6K2026-11-05
Beacon Financial Advisory LLC
INCREASED39,48329,721+9,762+33%$1.1M$1.4M+$347.4K2026-10-16
BridgePort Financial Solutions, LLC
INCREASED39,11123,596+15,515+66%$863.6K$1.4M+$558.1K2026-11-02
Cassilly Financial Group LLC
INCREASED37,97435,587+2,387+7%$1.3M$1.4M+$77.9K2026-10-07
W Advisors, LLC
INCREASED37,91922,287+15,632+70%$815.7K$1.4M+$562.7K2026-11-02
Asempa Wealth Advisors
INCREASED36,61532,942+3,673+11%$1.2M$1.3M+$119.0K2026-10-07
Elevated Capital Advisors, LLC
INCREASED36,0552,387+33,668+1410%$87.4K$1.3M+$1.2M2026-11-04
RDA Financial Network
INCREASED34,45334,145+308+1%$1.2M$1.3M+$2.7K2026-10-15
Signal Advisors Wealth, LLC
INCREASED34,29627,187+7,109+26%$995.0K$1.2M+$251.6K2026-10-13
BAM Wealth Management, LLC
INCREASED33,99015,227+18,763+123%$557.3K$1.2M+$678.2K2026-10-15
Sigma Planning Corp
INCREASED33,93718,479+15,458+84%$676.3K$1.2M+$557.3K2026-10-23
Wedbush Securities Inc
INCREASED33,2449,867+23,377+237%$361.0K$1.2M+$847.0K2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED32,61729,271+3,346+11%$1.1M$1.2M+$114.3K2026-10-13
BCU Wealth Advisors, LLC
NEW32,483—+32,483——$1.2M—2026-10-16
Semus Wealth Partners LLC
INCREASED32,33216,479+15,853+96%$603.1K$1.2M+$572.1K2026-10-22
Unify Financial Advisors
NEW31,734—+31,734——$1.2M—2026-11-03
Aspire Private Capital, LLC
INCREASED31,07812,580+18,498+147%$460.4K$1.1M+$669.3K2026-11-05
M Holdings Securities, Inc.
INCREASED31,06418,368+12,696+69%$668.0K$1.1K-$666.9K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED30,04625,489+4,557+18%$932.9K$1.1M+$159.3K2026-10-29
LifeSteps Financial, Inc.
INCREASED29,0572,067+26,990+1306%$75.7K$1.1M+$980.6K2026-10-15
MN Wealth Advisors, LLC
INCREASED28,93627,355+1,581+6%$1.0M$1.1M+$50.6K2026-10-23
Parkway Wealth Management Group, LLC
INCREASED28,73823,001+5,737+25%$841.8K$1.0M+$202.8K2026-10-20
Carmel Capital Partners, LLC
NEW28,256—+28,256——$1.0M—2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED27,14771,811-44,664-62%$2.6M$986.8K-$1.6M2026-10-08
Latitude Advisors, LLC
INCREASED26,90711,257+15,650+139%$412.0K$978.1K+$566.1K2026-10-27
Clear Creek Financial Management, LLC
INCREASED26,84013,990+12,850+92%$512.0K$975.6K+$463.6K2026-10-28
Fifth Third Bancorp
INCREASED26,55814,098+12,460+88%$516.0K$965.4K+$449.4K2026-11-05
Interchange Capital Partners, LLC
INCREASED26,20815,852+10,356+65%$580.2K$946.2K+$366.0K2026-10-28
Legacy Wealth Partners, LLC
INCREASED25,58310,092+15,491+154%$369.4K$929.9K+$560.6K2026-10-15
Sound Income Strategies, LLC
DECREASED25,48025,966-486-2%$950.4K$916.0K-$34.4K2026-10-09
SAX Wealth Advisors, LLC
NEW25,316—+25,316——$920.2K—2026-10-13
Oregon Pacific Wealth Management, LLC
INCREASED25,28224,361+921+4%$891.6K$919.0K+$27.4K2026-10-20
Sowell Financial Services LLC
INCREASED23,43119,921+3,510+18%$729.1K$851.7K+$122.6K2026-10-23
Omni 360 Wealth, Inc.
INCREASED23,36021,611+1,749+8%$791.0K$849.1K+$58.2K2026-10-13
Cape Investment Advisory, Inc.
INCREASED22,9659,671+13,294+137%$354.0K$834.8K+$480.8K2026-10-13
Forthright Family Wealth Advisory LLC
INCREASED22,77221,081+1,691+8%$771.6K$827.8K+$56.2K2026-11-03
Caliber Wealth Management, LLC / KS
INCREASED22,68420,497+2,187+11%$750.2K$824.6K+$74.4K2026-11-04
Rossby Financial, LCC
NEW20,789—+20,789——$755.7K—2026-11-05
Aegis Wealth Management, Inc.
INCREASED20,1537,556+12,597+167%$276.6K$732.6K+$456.0K2026-10-26
MSH Capital Advisors LLC
INCREASED20,09019,460+630+3%$712.2K$730.3K+$18.0K2026-11-03
Fulcrum Equity Management
INCREASED19,66117,589+2,072+12%$643.8K$714.7K+$70.9K2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW19,031—+19,031——$691.1K—2026-10-27
Avantra Family Wealth, Inc.
INCREASED18,95218,420+532+3%$674.2K$688.9K+$14.7K2026-10-20
Lockerman Financial Group, Inc.
INCREASED18,8789,479+9,399+99%$346.9K$686.2K+$339.3K2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED18,53312,999+5,534+43%$475.8K$673.7K+$197.9K2026-10-16
Kestra Investment Management, LLC
INCREASED18,3517,940+10,411+131%$290.6K$667.1K+$376.5K2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED16,5315,606+10,925+195%$205.2K$600.9K+$395.7K2026-10-16
Golden State Wealth Management, LLC
INCREASED16,3231,658+14,665+885%$60.7K$593.4K+$532.7K2026-11-02
Quartz Partners, LLC
INCREASED16,2328,341+7,891+95%$305.3K$590.0K+$284.8K2026-11-03
Private Trust Co NA
INCREASED15,5826,135+9,447+154%$224.5K$566.4K+$341.9K2026-10-20
Davenport & Co LLC
INCREASED15,27514,276+999+7%$522.5K$555.2K+$32.7K2026-10-14
Centennial Advisors, LLC
INCREASED15,04912,268+2,781+23%$449.0K$547.0K+$98.0K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED14,7958,799+5,996+68%$322.0K$537.8K+$215.8K2026-11-04
RCS Financial Planning, LLC
INCREASED14,6367,368+7,268+99%$269.7K$532.0K+$262.4K2026-10-14
LongView Wealth Management
INCREASED14,5927,888+6,704+85%$288.7K$530.4K+$241.7K2026-10-19
Midwest Financial Network, LLC
INCREASED14,45312,704+1,749+14%$465.0K$525.4K+$60.4K2026-10-13
Stirlingshire Investments, Inc.
INCREASED14,1105,737+8,373+146%$210.0K$512.9K+$302.9K2026-11-05
PUREfi Wealth, LLC
INCREASED14,0186,042+7,976+132%$221.1K$509.6K+$288.4K2026-10-19
US Bancorp \de\
DECREASED13,70322,381-8,678-39%$819.1K$498.1K-$321.0K2026-11-05
Entrewealth, LLC
INCREASED13,57912,938+641+5%$471.5K$493.6K+$22.1K2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED13,06612,941+125+1%$473.6K$475.0K+$1.3K2026-10-13
Spire Wealth Management
INCREASED13,0356,383+6,652+104%$233.6K$473.8K+$240.2K2026-10-30
Spinnaker Investment Group, LLC
INCREASED12,9547,205+5,749+80%$263.7K$470.9K+$207.2K2026-10-13
Atlatl Advisers LLC
INCREASED12,1527,102+5,050+71%$259.9K$441.7K+$181.8K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED11,9607,042+4,918+70%$257.7K$434.7K+$177.0K2026-10-23
Wealthcare Advisory Partners LLC
NEW11,391—+11,391——$414.1K—2026-10-21
Signature Equity Partners, LLC
INCREASED11,318831+10,487+1262%$30.4K$411.4K+$381.0K2026-10-29
AA Financial Advisors, LLC
NEW10,712—+10,712——$389.4K—2026-10-19
Prime Capital Investment Advisors, LLC
NEW10,152—+10,152——$369.0K—2026-10-20
World Equity Group, Inc.
DECREASED9,58213,942-4,360-31%$510.3K$348.3K-$162.0K2026-10-14
Krilogy Financial LLC
NEW9,465—+9,465——$340.5K—2026-10-13
PKS Advisory Services, LLC
UNCHANGED9,4599,45900%$346.2K$346.2K$02026-10-26
Keystone Wealth Services, LLC
INCREASED9,4067,473+1,933+26%$273.5K$343.8K+$70.3K2026-11-03
Kingdom Financial Group Llc.
DECREASED9,2259,520-295-3%$348.4K$335.3K-$13.1K2026-11-04
Blue Capital, Inc.
INCREASED9,2229,195+27+0%$336.5K$335.2K-$1.3K2026-10-13
Heck Capital Advisors, LLC
NEW9,214—+9,214——$334.9K—2026-10-14
FSA Wealth Partners, Inc.
NEW9,208—+9,208——$334.7K—2026-10-26
Apollon Financial, LLC
NEW9,170—+9,170——$333.3K—2026-10-23
Soltis Investment Advisors LLC
NEW9,074—+9,074——$329.8K—2026-10-28
Richmond Investment Services, LLC
INCREASED9,0018,898+103+1%$325.7K$327.2K+$1.5K2026-10-29
Robertson Stephens Wealth Management, LLC
NEW8,721—+8,721——$317.0K—2026-10-16
Veracity Capital LLC
NEW8,561—+8,561——$311.2K—2026-10-08
Accredited Investor Services, LLC
NEW8,537—+8,537——$310.3K—2026-10-22
Islay Capital Management, LLC
NEW8,395—+8,395——$305.2K—2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
INCREASED7,9417,119+822+12%$260.6K$288.6K+$28.1K2026-10-15
Elevation Wealth Management LLC
INCREASED6,8455,868+977+17%$214.8K$248.8K+$34.0K2026-11-02
Atlas Brown,Inc.
NEW6,771—+6,771——$246.1K—2026-10-09
Wellment Financial
DECREASED6,5686,818-250-4%$249.5K$238.7K-$10.8K2026-10-28
Advisory Solutions Group, LLC
INCREASED6,2265,482+744+14%$200.6K$226.3K+$25.7K2026-10-14
Global Financial Private Client, LLC
NEW6,137—+6,137——$223.1K—2026-10-15
Financial Life Advisors
NEW5,917—+5,917——$215.1K—2026-10-14
Tennessee Valley Asset Management Partners
NEW5,736—+5,736——$208.5K—2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED5,1694,569+600+13%$167.2K$187.9K+$20.7K2026-11-02
Montgomery Financial Services LLC
INCREASED4,1041,284+2,820+220%$47.0K$149.2K+$102.2K2026-11-03
UMB Private Wealth Management, LLC
NEW3,086—+3,086——$112.2K—2026-10-19
Wells Financial Advisors Inc
INCREASED2,4982,225+273+12%$81.4K$90.8K+$9.4K2026-11-02
Heritage Family Offices, LLP
NEW2,397—+2,397——$87.1K—2026-11-02
Silver Grove Financial Group, Inc.
INCREASED1,307545+762+140%$19.9K$47.5K+$27.6K2026-11-05
Team Financial Group, LLC
NEW1,266—+1,266——$46.0K—2026-10-30
Ascentis Independent Advisors
NEW1,199—+1,199——$43.6K—2026-11-03
Abound Wealth Management
NEW1,056—+1,056——$38.4K—2026-10-26
Harbor Investment Advisory, LLC
INCREASED873578+295+51%$21.2K$31.7K+$10.6K2026-10-13
Gilpin Wealth Management, LLC
INCREASED865646+219+34%$23.6K$31.4K+$7.8K2026-10-09
Networth Advisors, LLC
DECREASED618631-13-2%$23.1K$22.5K-$6232026-11-03
Beacon Investment Advisory Services, Inc.
NEW470—+470——$17.1K—2026-10-13
Lanark Financial, Inc.
INCREASED32956+273+488%$2.0K$12.0K+$9.9K2026-10-26
Asset Dedication, LLC
NEW190—+190——$6.9K—2026-11-03
Cullen T Bankers, Inc.
NEW153—+153——$5.6K—2026-10-28
GK Wealth Management LLC
NEW130—+130——$4.7K—2026-10-09
Capital Investment Advisory Services, LLC
INCREASED126107+19+18%$3.9K$4.6K+$6532026-10-30
Compass Financial Management LLC
NEW113—+113——$4.1K—2026-10-30
Advocate Investing Services LLC
INCREASED10637+69+186%$1.4K$3.9K+$2.5K2026-10-26
Archer Investment Corp
DECREASED1041,070-966-90%$39.2K$3.8K-$35.4K2026-11-05
Lynch Investment Planning, LLC
NEW96—+96——$3.5K—2026-10-27
Horizon Financial Services, LLC
NEW95—+95——$3.5K—2026-11-04
SJS Investment Consulting Inc.
NEW93—+93——$3.4K—2026-10-26
United Financial Planning Group LLC
NEW63—+63——$2.3K—2026-11-04
Essential Partners LLC
NEW57—+57——$2.1K—2026-10-14
NBT Bank, N.A.
UNCHANGED545400%$2.0K$2.0K-$132026-10-21
Bfsg, LLC
NEW42—+42——$1.5K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED333300%$1.2K$1.2K-$82026-10-27
Scarborough Advisors, LLC
CLOSED028,760-28,760-100%$1.0M$0-$1.0M2026-10-16
Crusonia Wealth Advisors LLC
CLOSED07,765-7,765-100%$284.2K$0-$284.2K2026-10-26
StoneX Group Inc.
CLOSED06,125-6,125-100%$224.2K$0-$224.2K2026-11-03
Nfsg Corp
CLOSED0568-568-100%$20.8K$0-$20.8K2026-10-15
AdvisorNet Financial, Inc
CLOSED0147-147-100%$5.4K$0-$5.4K2026-10-15
Envestnet Asset Management Inc
N/A—50,080,513-50,080,513-100%$1.8B———
JPMorgan Chase & Co
N/A—17,966,600-17,966,600-100%$653.6M———
LPL Financial LLC
N/A—12,884,432-12,884,432-100%$471.6M———
Merit Financial Group, LLC
N/A—5,742,774-5,742,774-100%$210.2M———
Morgan Stanley
N/A—5,446,981-5,446,981-100%$199.4M———
Envestnet Portfolio Solutions, Inc.
N/A—4,199,757-4,199,757-100%$153.7M———
OneDigital Investment Advisors LLC
N/A—4,167,088-4,167,088-100%$152.5M———
MML Investors Services, LLC
N/A—3,856,635-3,856,635-100%$141.2M———
Foundations Investment Advisors, LLC
N/A—3,464,938-3,464,938-100%$126.8M———
Cetera Investment Advisers
N/A—2,947,493-2,947,493-100%$107.9M———
Sanctuary Advisors, LLC
N/A—2,809,906-2,809,906-100%$102.8M———
Arax Advisory Partners
N/A—2,633,020-2,633,020-100%$96.4M———
Janney Montgomery Scott LLC
N/A—2,487,698-2,487,698-100%$91.1M———
AE Wealth Management LLC
N/A—2,346,094-2,346,094-100%$85.9M———
Advocacy Wealth Management, LLC
N/A—1,889,296-1,889,296-100%$69.1M———
CreativeOne Wealth, LLC
N/A—1,806,369-1,806,369-100%$66.1M———
BlackRock, Inc.
N/A—1,505,778-1,505,778-100%$55.1M———
Cerity Partners LLC
N/A—1,289,022-1,289,022-100%$47.2M———
United Capital Financial Advisors, LLC
N/A—1,206,181-1,206,181-100%$44.2M———
MA Private Wealth
N/A—1,070,099-1,070,099-100%$39.2M———
Mcmorgan & Co LLC
N/A—1,006,205-1,006,205-100%$36.8M———
Vestmark Advisory Solutions, Inc.
N/A—985,631-985,631-100%$36.1M———
Stifel Financial Corp
N/A—962,909-962,909-100%$35.2M———
Integrated Wealth Concepts LLC
N/A—934,314-934,314-100%$34.2M———
NewEdge Advisors, LLC
N/A—912,834-912,834-100%$33.4M———
Royal Bank of Canada
N/A—875,862-875,862-100%$32.1M———
Arkadios Wealth Advisors
N/A—664,200-664,200-100%$24.3M———
EQ LLC
N/A—613,786-613,786-100%$22.5M———
Icon Wealth Advisors, LLC
N/A—564,102-564,102-100%$20.6M———
Steward Partners Investment Advisory, LLC
N/A—496,040-496,040-100%$18.2M———
Stonebrook Private Inc.
N/A—491,985-491,985-100%$18.0M———
Ancora Advisors LLCA
N/A—462,447-462,447-100%$16.9M———
Landing Point Financial Group, LLC
N/A—452,235-452,235-100%$16.6M———
One Wealth Advisors, LLC
N/A—443,776-443,776-100%$16.2M———
&partners
N/A—434,646-434,646-100%$16.0M———
Principal Securities, Inc.
N/A—421,483-421,483-100%$15.4M———
Frisch Financial Group, Inc.
N/A—343,250-343,250-100%$12.6M———
Bcgm Wealth Management, LLC
N/A—337,387-337,387-100%$12.3M———
Orion Porfolio Solutions, LLC
N/A—304,116-304,116-100%$11.1M———
Stokes Family Office, LLC
N/A—302,719-302,719-100%$11.1M———
Daviman Financial, LLC
N/A—295,242-295,242-100%$10.8M———
PAX Financial Group, LLC
N/A—288,757-288,757-100%$10.6M———
Waverly Advisors, LLC
N/A—270,176-270,176-100%$9.9M———
Spectrum Planning & Advisory Services Inc.
N/A—253,825-253,825-100%$9.3M———
Keystone Financial Services
N/A—239,879-239,879-100%$8.8M———
Wealth Alliance, LLC
N/A—226,158-226,158-100%$8.3M———
Modern Wealth Management, LLC
N/A—210,080-210,080-100%$7.7M———
Tyche Wealth Partners LLC
N/A—207,752-207,752-100%$7.6M———
Mayflower Financial Advisors, LLC
N/A—206,668-206,668-100%$7.6M———
Legacy Financial Group LLC
N/A—203,423-203,423-100%$7.4M———
Lansing Street Advisors
N/A—200,056-200,056-100%$7.3M———
Regal Investment Advisors LLC
N/A—198,750-198,750-100%$7.3M———
M1 Capital Management LLC
N/A—198,529-198,529-100%$7.3M———
Mercer Global Advisors Inc
N/A—195,545-195,545-100%$7.2M———
Steelhead Wealth Management LLC
N/A—193,563-193,563-100%$7.1M———
Barnes Wealth Management Group, Inc
N/A—183,754-183,754-100%$6.7M———
Rothschild Wealth LLC
N/A—177,330-177,330-100%$6.5M———
Raymond James Financial Inc
N/A—173,397-173,397-100%$6.3M———
Summit Financial, LLC
N/A—166,136-166,136-100%$6.1M———
Global Retirement Partners, LLC
N/A—166,064-166,064-100%$6.1M———
5T Wealth, LLC
N/A—162,580-162,580-100%$6.0M———
Invst, LLC
N/A—159,070-159,070-100%$5.8M———
Curtis Wealth Management LLC
N/A—151,605-151,605-100%$5.5M———
Capital Analysts, LLC
N/A—150,557-150,557-100%$5.5M———
Tradition Wealth Management, LLC
N/A—149,875-149,875-100%$5.5M———
Twin Peaks Wealth Advisors, LLC
N/A—134,027-134,027-100%$4.9M———
J.E. Simmons & Co., P.C.
N/A—132,693-132,693-100%$4.9M———
Vantage Point Financial LLC
N/A—129,324-129,324-100%$4.7M———
WealthShield Partners, LLC
N/A—124,810-124,810-100%$4.6M———
Mutual Advisors, LLC
N/A—118,796-118,796-100%$4.3M———
Cadia Private Client LLC
N/A—118,325-118,325-100%$4.3M———
World Investment Advisors
N/A—111,476-111,476-100%$4.1M———
Hopwood Nicholas Hunter
N/A—110,702-110,702-100%$4.1M———
Chatterton & Associates Inc.
N/A—109,704-109,704-100%$4.0M———
WCG Wealth Advisors LLC
N/A—109,202-109,202-100%$4.0M———
Endeavor Private Wealth, Inc.
N/A—99,194-99,194-100%$3.6M———
Osaic Holdings, Inc.
N/A—98,107-98,107-100%$3.6M———
Redwood Investment Management, LLC
N/A—94,423-94,423-100%$3.5M———
Theory Financial LLC
N/A—90,283-90,283-100%$3.3M———
Advisory Services Network, LLC
N/A—90,269-90,269-100%$3.3M———
Wealthgarden F.S. LLC
N/A—90,040-90,040-100%$3.3M———
Bull Harbor Capital LLC
N/A—88,898-88,898-100%$3.3M———
Keebeck Wealth Management
N/A—87,462-87,462-100%$3.2M———
HighTower Advisors, LLC
N/A—78,062-78,062-100%$2.9M———
WealthTrak Capital Management LLC
N/A—77,120-77,120-100%$2.8M———
Advyzon Investment Management, LLC
N/A—72,640-72,640-100%$2.7M———
Equitable Holdings, Inc.
N/A—68,618-68,618-100%$2.5M———
KM Capital Management Ltd.
N/A—66,735-66,735-100%$2.4M———
Shared Vision Wealth Group LLC
N/A—57,588-57,588-100%$2.1M———
Baird Financial Group, Inc.
N/A—52,941-52,941-100%$1.9M———
GatePass Capital, LLC
N/A—51,477-51,477-100%$1.9M———
Flow Traders U.S. LLC
N/A—50,447-50,447-100%$1.8M———
Blalock Williams, LLC
N/A—45,907-45,907-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—45,797-45,797-100%$1.7M———
Benjamin Edwards Inc
N/A—44,746-44,746-100%$1.6M———
Centaurus Financial, Inc.
N/A—44,332-44,332-100%$1.6M———
Harbour Investments, Inc.
N/A—43,466-43,466-100%$1.6M———
LifePlan Investment Advisors, Inc.
N/A—42,893-42,893-100%$1.6M———
Imprint Wealth LLC
N/A—42,282-42,282-100%$1.5M———
Davis Wealth Advisors, LLC
N/A—40,998-40,998-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—32,649-32,649-100%$1.2M———
Nwam LLC
N/A—28,947-28,947-100%$1.1M———
Capital Investment Management, Inc.
N/A—28,511-28,511-100%$1.0M———
Maripau Wealth Management LLC
N/A—26,147-26,147-100%$956.9K———
Sovereign Financial Group, Inc.
N/A—25,733-25,733-100%$941.8K———
GWN Securities Inc.
N/A—25,226-25,226-100%$923.3K———
FLP Wealth Management, LLC
N/A—25,194-25,194-100%$922.1K———
Transamerica Financial Advisors, LLC
N/A—25,145-25,145-100%$920.3K———
Van Hulzen Asset Management, LLC
N/A—24,372-24,372-100%$892.0K———
Mariner, LLC
N/A—24,116-24,116-100%$882.6K———
Argent Trust Co
N/A—23,668-23,668-100%$866.2K———
Ausdal Financial Partners, Inc.
N/A—23,478-23,478-100%$859.3K———
Transcend Capital Advisors, LLC
N/A—23,253-23,253-100%$851.1K———
Jane Street Group, LLC
N/A—22,828-22,828-100%$835.5K———
Quantinno Capital Management LP
N/A—22,815-22,815-100%$835.0K———
Resurgent Financial Advisors LLC
N/A—22,274-22,274-100%$815.2K———
Focus Partners Advisor Solutions, LLC
N/A—21,882-21,882-100%$800.9K———
Kickstand Ventures, Llc.
N/A—21,565-21,565-100%$789.3K———
EWA, LLC
N/A—21,453-21,453-100%$785.2K———
Vantus Wealth LLC
N/A—20,724-20,724-100%$758.5K———
Main Street Financial Solutions, LLC
N/A—19,262-19,262-100%$705.0K———
GeoWealth Management, LLC
N/A—17,976-17,976-100%$657.9K———
IHT Wealth Management, LLC
N/A—17,944-17,944-100%$656.8K———
Lifeworks Advisors, LLC
N/A—17,777-17,777-100%$650.6K———
Savvy Advisors, Inc.
N/A—16,570-16,570-100%$606.5K———
PFG Investments, LLC
N/A—16,269-16,269-100%$595.4K———
Cary Street Partners Investment Advisory LLC
N/A—15,278-15,278-100%$559.2K———
Gallagher Fiduciary Advisors, LLC
N/A—14,220-14,220-100%$520.5K———
Smartleaf Asset Management LLC
N/A—14,088-14,088-100%$512.5K———
Founders Financial Alliance, LLC
N/A—13,244-13,244-100%$484.7K———
Pinnacle Family Advisors, LLC
N/A—12,235-12,235-100%$447.8K———
BFC Planning, Inc.
N/A—11,808-11,808-100%$432.2K———
Cary Street Partners Financial LLC
N/A—11,117-11,117-100%$406.9K———
JT Stratford LLC
N/A—10,806-10,806-100%$395.5K———
Empirical Asset Management, LLC
N/A—10,584-10,584-100%$387.4K———
EP Wealth Advisors, LLC
N/A—10,507-10,507-100%$384.6K———
Beacon Pointe Advisors, LLC
N/A—10,032-10,032-100%$367.2K———
Impact Partnership Wealth, LLC
N/A—9,269-9,269-100%$339.2K———
Magnolia Private Wealth, LLC
N/A—8,862-8,862-100%$324.3K———
VestGen Investment Management
N/A—8,626-8,626-100%$315.7K———
EFG International AG
N/A—8,470-8,470-100%$310.0K———
Moors & Cabot, Inc.
N/A—7,743-7,743-100%$283.4K———
Seeds Investor LLC
N/A—7,102-7,102-100%$259.9K———
Moneta Group Investment Advisors LLC
N/A—7,094-7,094-100%$259.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,663-6,663-100%$243.9K———
Kovack Advisors, Inc.
N/A—6,133-6,133-100%$223.5K———
Perennial Investment Advisors, LLC
N/A—6,110-6,110-100%$223.6K———
Fortis Advisors, LLC
N/A—6,094-6,094-100%$223.0K———
Catalyst Financial Partners LLC
N/A—5,985-5,985-100%$219.1K———
Prosperity Consulting Group, LLC
N/A—5,868-5,868-100%$214.8K———
PNC Financial Services Group, Inc.
N/A—5,740-5,740-100%$210.1K———
PSI Advisors, LLC
N/A—5,532-5,532-100%$202.5K———
Continuum Advisory, LLC
N/A—4,886-4,886-100%$178.8K———
New Republic Capital, LLC
N/A—4,638-4,638-100%$169.8K———
Capital Advisor Network LLC
N/A—2,818-2,818-100%$103.1K———
Aptus Capital Advisors, LLC
N/A—2,579-2,579-100%$94.4K———
JPL Wealth Management, LLC
N/A—2,498-2,498-100%$91.4K———
Cordant, Inc.
N/A—2,430-2,430-100%$88.9K———
Kilter Group LLC
N/A—2,279-2,279-100%$83.4K———
Central Trust Co
N/A—2,071-2,071-100%$75.8K———
Fiduciary Financial Advisors
N/A—1,651-1,651-100%$60.4K———
Beaird Harris Wealth Management, LLC
N/A—1,180-1,180-100%$43.2K———
Vision Retirement, LLC
N/A—849-849-100%$31.1K———
IFG Advisory, LLC
N/A—515-515-100%$18.8K———
Regatta Research & Money Management
N/A—345-345-100%$12.6K———
Jones Financial Companies Lllp
N/A—277-277-100%$10.0K———
Wells Fargo & Company
N/A—264-264-100%$9.7K———
Huntington National Bank
N/A—249-249-100%$9.1K———
Vanguard Advisers Inc
N/A—203-203-100%$7.4K———
Group One Trading LLC
N/A—200-200-100%$7.3K———
Northwestern Mutual Wealth Management Co
N/A—168-168-100%$6.1K———
Tidemark, LLC
N/A—106-106-100%$3.9K———
Keating Financial Advisory Services, Inc.
N/A—38-38-100%$1.4K———
Crewe Advisors LLC
N/A—13-13-100%$476———
Showing 462 of 462 institutions