IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares LRG CP CR ACT ETF-Ui (BLCR)

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
Shares5,087,674 from 3,684,774
Change+1,402,900 (+38%)
Value$249.1M (+$63.5M)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares1,858,793 from 1,379,357
Change+479,436 (+35%)
Value$91.0M (+$21.5M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares1,189,855 from 795,866
Change+393,989 (+50%)
Value$58.3M (+$18.2M)
Filed 2026-11-02
Ascent Group, LLC
INCREASED
Shares884,021 from 472,934
Change+411,087 (+87%)
Value$43.3M (+$19.5M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares762,311 from 571,082
Change+191,229 (+33%)
Value$37.3M (+$8.6M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares726,336 from 228,141
Change+498,195 (+218%)
Value$35.6M (+$24.1M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares650,468 from 449,953
Change+200,515 (+45%)
Value$31.8M (+$9.2M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares627,564 from 434,662
Change+192,902 (+44%)
Value$30.7M (+$8.8M)
Filed 2026-11-02
Market Street Wealth Management Advisors LLC
NEW
Shares619,991
Change+619,991
Value$30.4M
Filed 2026-10-09
Goldstein Advisors, LLC
INCREASED
Shares618,552 from 472,740
Change+145,812 (+31%)
Value$30.3M (+$6.5M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares516,995 from 186,543
Change+330,452 (+177%)
Value$25.3M (+$15.9M)
Filed 2026-11-02
Shepherd Financial Partners LLC
INCREASED
Shares415,485 from 248,810
Change+166,675 (+67%)
Value$20.3M (+$7.8M)
Filed 2026-11-03
KWB Wealth
INCREASED
Shares412,104 from 268,262
Change+143,842 (+54%)
Value$20.2M (+$6.7M)
Filed 2026-10-16
Sharkey, Howes & Javer
INCREASED
Shares409,961 from 400,374
Change+9,587 (+2%)
Value$20.1M (-$95.1K)
Filed 2026-10-22
Stone House Investment Management, LLC
INCREASED
Shares408,185 from 302,709
Change+105,476 (+35%)
Value$20.0M (+$4.7M)
Filed 2026-10-23
Beacon Financial Group
INCREASED
Shares405,503 from 296,571
Change+108,932 (+37%)
Value$19.9M (+$4.9M)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
INCREASED
Shares390,802 from 275,429
Change+115,373 (+42%)
Value$19.1M (+$5.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares370,215 from 169,730
Change+200,485 (+118%)
Value$18.5M (+$10.0M)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares335,997 from 307,928
Change+28,069 (+9%)
Value$16.5M (+$940.1K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares318,820 from 156,067
Change+162,753 (+104%)
Value$15.8M (+$8.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares318,820 from 156,067
Change+162,753 (+104%)
Value$15.8M (+$8.3M)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares316,617 from 221,691
Change+94,926 (+43%)
Value$15.5M (+$4.3M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares306,365 from 204,125
Change+102,240 (+50%)
Value$15.0M (+$4.7M)
Filed 2026-10-08
Security Financial Services, Inc.
INCREASED
Shares292,960 from 158,774
Change+134,186 (+85%)
Value$14.3M (+$6.3M)
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares284,750 from 192,817
Change+91,933 (+48%)
Value$13.9M (+$4.2M)
Filed 2026-10-29
Pettinga Financial Advisors LLC
INCREASED
Shares276,493 from 185,757
Change+90,736 (+49%)
Value$13.5M (+$4.2M)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares265,476 from 262,934
Change+2,542 (+1%)
Value$13.0M (-$246.3K)
Filed 2026-10-16
Kelly Financial Services LLC
INCREASED
Shares254,461 from 163,282
Change+91,179 (+56%)
Value$12.5M (+$4.2M)
Filed 2026-10-20
One Advisory Partners, LLC
INCREASED
Shares246,329 from 145,150
Change+101,179 (+70%)
Value$12.1M (+$4.7M)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares242,907 from 228,196
Change+14,711 (+6%)
Value$11.9M (+$398.5K)
Filed 2026-10-29
Swmg, LLC
INCREASED
Shares239,766 from 178,642
Change+61,124 (+34%)
Value$11.6M (+$2.7M)
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares234,584 from 167,959
Change+66,625 (+40%)
Value$11.8M (+$3.4M)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares227,238 from 128,422
Change+98,816 (+77%)
Value$11.1M (+$4.7M)
Filed 2026-10-22
Detalus Advisors, LLC
INCREASED
Shares219,543 from 159,050
Change+60,493 (+38%)
Value$10.7M (+$2.7M)
Filed 2026-10-15
Midwest Capital Advisors, LLC
NEW
Shares212,455
Change+212,455
Value$10.4M
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares206,445 from 159,681
Change+46,764 (+29%)
Value$10.1M (+$2.1M)
Filed 2026-10-22
Archer Investment Management, LLC
INCREASED
Shares201,629 from 131,557
Change+70,072 (+53%)
Value$9.9M (+$3.2M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares197,823 from 140,455
Change+57,368 (+41%)
Value$9.7M (+$2.6M)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares195,021 from 138,825
Change+56,196 (+40%)
Value$9.5M (+$2.6M)
Filed 2026-11-03
Beacon Capital Management, LLC
INCREASED
Shares187,764 from 92,787
Change+94,977 (+102%)
Value$9.2M (+$4.5M)
Filed 2026-10-23
Embree Financial Group
INCREASED
Shares179,523 from 165,546
Change+13,977 (+8%)
Value$8.8M (+$450.9K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares178,179 from 76,467
Change+101,712 (+133%)
Value$8.7M (+$4.9M)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares174,830 from 77,482
Change+97,348 (+126%)
Value$8.6M (+$4.7M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares173,063 from 125,567
Change+47,496 (+38%)
Value$8.5M (+$2.1M)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares170,230 from 87,904
Change+82,326 (+94%)
Value$8.3M (+$3.9M)
Filed 2026-10-30
15 Wealth Advisors LLC
NEW
Shares166,564
Change+166,564
Value$8.2M
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares166,507 from 113,372
Change+53,135 (+47%)
Value$8.2M (+$2.4M)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares165,224 from 100,121
Change+65,103 (+65%)
Value$8.1M (+$3.0M)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares161,247 from 101,203
Change+60,044 (+59%)
Value$7.9M (+$2.8M)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares154,945 from 113,757
Change+41,188 (+36%)
Value$7.6M (+$1.9M)
Filed 2026-10-15
TSA Wealth Managment LLC
INCREASED
Shares150,098 from 109,532
Change+40,566 (+37%)
Value$7.3M (+$1.8M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares140,801 from 109,397
Change+31,404 (+29%)
Value$6.9M (+$1.4M)
Filed 2026-10-23
Town Capital LLC
INCREASED
Shares136,861 from 80,659
Change+56,202 (+70%)
Value$6.7M (+$2.6M)
Filed 2026-11-03
Apeiron RIA LLC
INCREASED
Shares135,624 from 85,156
Change+50,468 (+59%)
Value$6.7M (+$2.4M)
Filed 2026-10-08
Gen-Wealth Partners Inc
INCREASED
Shares135,242 from 97,268
Change+37,974 (+39%)
Value$6.6M (+$1.7M)
Filed 2026-11-04
Cobblestone Asset Management LLC
INCREASED
Shares133,540 from 93,163
Change+40,377 (+43%)
Value$6.5M (+$1.8M)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares130,572 from 113,404
Change+17,168 (+15%)
Value$6.4M (+$680.6K)
Filed 2026-10-13
Buttonwood Financial Group, LLC
INCREASED
Shares130,060 from 127,265
Change+2,795 (+2%)
Value$6.6M (+$153.8K)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares125,519 from 78,001
Change+47,518 (+61%)
Value$6.1M (+$2.2M)
Filed 2026-10-14
A4 Wealth Advisors LLC
INCREASED
Shares121,174 from 69,194
Change+51,980 (+75%)
Value$5.9M (+$2.4M)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares120,062 from 73,645
Change+46,417 (+63%)
Value$5.9M (+$2.4M)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
INCREASED
Shares117,207 from 69,919
Change+47,288 (+68%)
Value$5.7M (+$2.2M)
Filed 2026-11-04
Elevated Financial Group LLC
NEW
Shares114,011
Change+114,011
Value$5.6M
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED
Shares113,105 from 106,637
Change+6,468 (+6%)
Value$5.5M (+$166.3K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares113,011 from 73,373
Change+39,638 (+54%)
Value$5.5M (+$1.8M)
Filed 2026-11-02
Skyline Advisors, Inc.
INCREASED
Shares111,154 from 55,240
Change+55,914 (+101%)
Value$5.4M (+$2.7M)
Filed 2026-11-03
Able Wealth Management LLC
INCREASED
Shares107,973 from 73,881
Change+34,092 (+46%)
Value$5.4M (+$1.7M)
Filed 2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares104,463 from 78,335
Change+26,128 (+33%)
Value$5.1M (+$1.2M)
Filed 2026-11-03
Integrated Advisors Network LLC
INCREASED
Shares103,320 from 48,051
Change+55,269 (+115%)
Value$5.1M (+$2.6M)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares101,751 from 80,564
Change+21,187 (+26%)
Value$5.0M (+$923.7K)
Filed 2026-11-05
SigFig Wealth Management, LLC
INCREASED
Shares101,066 from 89,141
Change+11,925 (+13%)
Value$4.9M (+$498.3K)
Filed 2026-10-07
Hobbs Wealth Management, LLC
INCREASED
Shares100,375 from 83,141
Change+17,234 (+21%)
Value$4.9M (+$726.6K)
Filed 2026-10-20
Financial Life Advisors
INCREASED
Shares96,067 from 88,069
Change+7,998 (+9%)
Value$4.7M (+$267.4K)
Filed 2026-10-14
One Wealth Capital Management, LLC
INCREASED
Shares95,490 from 81,822
Change+13,668 (+17%)
Value$4.7M (+$553.8K)
Filed 2026-10-23
VestGen Advisors, LLC
INCREASED
Shares95,444 from 88,097
Change+7,347 (+8%)
Value$4.7M (+$235.5K)
Filed 2026-10-27
Newport Capital Group, LLC
NEW
Shares93,244
Change+93,244
Value$4.6M
Filed 2026-10-16
SWP Financial LLC
INCREASED
Shares89,384 from 66,175
Change+23,209 (+35%)
Value$4.4M (+$1.0M)
Filed 2026-10-23
Peak Wealth Management LLC
INCREASED
Shares88,053 from 83,436
Change+4,617 (+6%)
Value$4.3M (+$137.5K)
Filed 2026-10-26
Polaris Investment Advisors, LLC
INCREASED
Shares86,563 from 63,792
Change+22,771 (+36%)
Value$4.2M (+$1.0M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares84,832 from 71,129
Change+13,703 (+19%)
Value$4.2M (+$570.6K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED
Shares83,242 from 56,255
Change+26,987 (+48%)
Value$4.1M (+$1.2M)
Filed 2026-10-14
Balefire, LLC
INCREASED
Shares82,875 from 46,154
Change+36,721 (+80%)
Value$4.1M (+$1.7M)
Filed 2026-10-09
Absolute Capital Management, LLC
INCREASED
Shares82,077 from 54,638
Change+27,439 (+50%)
Value$4.0M (+$1.3M)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares81,704 from 63,703
Change+18,001 (+28%)
Value$4.0M (+$791.5K)
Filed 2026-10-14
Cornerstone Planning Group LLC
INCREASED
Shares78,446 from 62,136
Change+16,310 (+26%)
Value$3.9M (+$886.8K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
INCREASED
Shares76,075 from 52,058
Change+24,017 (+46%)
Value$3.7M (+$1.1M)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares75,852 from 51,935
Change+23,917 (+46%)
Value$3.7M (+$1.1M)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
INCREASED
Shares72,151 from 64,955
Change+7,196 (+11%)
Value$3.5M (+$260.7K)
Filed 2026-10-19
Lantz Financial LLC
INCREASED
Shares71,453 from 56,774
Change+14,679 (+26%)
Value$3.5M (+$638.6K)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares68,950 from 49,241
Change+19,709 (+40%)
Value$3.4M (+$895.6K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares67,566 from 36,470
Change+31,096 (+85%)
Value$3.3M (+$1.5M)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares66,497 from 46,555
Change+19,942 (+43%)
Value$3.3M (+$910.7K)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares64,704
Change+64,704
Value$3.2M
Filed 2026-11-04
Braun-Bostich & Associates Inc.
INCREASED
Shares64,558 from 38,853
Change+25,705 (+66%)
Value$3.2M (+$1.2M)
Filed 2026-10-20
Pinion Investment Advisors, LLC
INCREASED
Shares64,233 from 55,231
Change+9,002 (+16%)
Value$3.1M (+$362.8K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares64,041 from 38,904
Change+25,137 (+65%)
Value$3.1M (+$1.2M)
Filed 2026-10-08
Maia Wealth LLC
INCREASED
Shares63,689 from 32,176
Change+31,513 (+98%)
Value$3.1M (+$1.5M)
Filed 2026-10-19
Asset One Wealth Management LLC
NEW
Shares59,796
Change+59,796
Value$2.9M
Filed 2026-11-02
Retirement Wealth Solutions LLC
INCREASED
Shares58,885 from 35,417
Change+23,468 (+66%)
Value$2.9M (+$1.1M)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares57,907 from 52,584
Change+5,323 (+10%)
Value$2.8M (+$186.5K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares57,900 from 43,857
Change+14,043 (+32%)
Value$2.8M (+$625.8K)
Filed 2026-10-26
Bedminster, LLC
INCREASED
Shares55,634 from 36,852
Change+18,782 (+51%)
Value$2.7M (+$867.6K)
Filed 2026-11-04
Milestone Asset Management, LLC
DECREASED
Shares54,848 from 62,995
Change-8,147 (-13%)
Value$2.7M (-$487.7K)
Filed 2026-10-15
Novem Group
INCREASED
Shares54,782 from 9,677
Change+45,105 (+466%)
Value$2.7M (+$2.2M)
Filed 2026-10-19
Emergent Wealth Advisors, LLC
INCREASED
Shares52,320 from 7,179
Change+45,141 (+629%)
Value$2.6M (+$2.0M)
Filed 2026-10-09
WealthPoint Financial, LLC
INCREASED
Shares50,445 from 37,652
Change+12,793 (+34%)
Value$2.5M (+$573.3K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares49,893 from 49,012
Change+881 (+2%)
Value$2.4M (-$23.6K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares49,559 from 37,873
Change+11,686 (+31%)
Value$2.4M (+$518.8K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares49,322 from 33,125
Change+16,197 (+49%)
Value$2.4M (+$746.3K)
Filed 2026-10-22
Firethorn Wealth Partners, LLC
INCREASED
Shares48,974 from 39,753
Change+9,221 (+23%)
Value$2.4M (+$395.4K)
Filed 2026-10-14
Arcadia Wealth Management, LLC
INCREASED
Shares48,555 from 14,268
Change+34,287 (+240%)
Value$2.4M (+$1.7M)
Filed 2026-10-22
Kestra Investment Management, LLC
INCREASED
Shares47,723 from 8,267
Change+39,456 (+477%)
Value$2.3M (+$1.9M)
Filed 2026-11-04
Smart Wealth LLC
INCREASED
Shares47,341 from 27,248
Change+20,093 (+74%)
Value$2.3M (+$945.3K)
Filed 2026-11-04
4J Wealth Management LLC
INCREASED
Shares47,171 from 38,195
Change+8,976 (+24%)
Value$2.3M (+$385.6K)
Filed 2026-11-02
Mather Group, Llc.
NEW
Shares47,143
Change+47,143
Value$2.3M
Filed 2026-10-14
Tempus Wealth Planning, LLC
INCREASED
Shares46,701 from 30,264
Change+16,437 (+54%)
Value$2.3M (+$762.1K)
Filed 2026-10-14
Centurion Wealth Management LLC
INCREASED
Shares45,622 from 17,986
Change+27,636 (+154%)
Value$2.2M (+$1.3M)
Filed 2026-10-13
FFG Retirement Advisors LLC
INCREASED
Shares44,886 from 41,381
Change+3,505 (+8%)
Value$2.2M (+$113.3K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares43,903 from 41,312
Change+2,591 (+6%)
Value$2.1M (+$68.6K)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares43,689 from 34,626
Change+9,063 (+26%)
Value$2.1M (+$394.9K)
Filed 2026-10-14
WealthPLAN Partners, LLC
INCREASED
Shares43,207 from 29,412
Change+13,795 (+47%)
Value$2.1M (+$633.9K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
INCREASED
Shares43,106 from 30,826
Change+12,280 (+40%)
Value$2.1M (+$557.8K)
Filed 2026-10-26
Zenith Solutions, Inc.
INCREASED
Shares42,546 from 32,246
Change+10,300 (+32%)
Value$2.1M (+$458.8K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares41,395 from 27,946
Change+13,449 (+48%)
Value$2.0M (+$631.6K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares40,199 from 42,189
Change-1,990 (-5%)
Value$2.0M (-$156.9K)
Filed 2026-10-26
J.M. Arbour, LLC
INCREASED
Shares38,033 from 27,869
Change+10,164 (+36%)
Value$1.9M (+$458.3K)
Filed 2026-11-05
Legacy Advisory Services, LLC
NEW
Shares37,760
Change+37,760
Value$1.8M
Filed 2026-10-20
Advus Financial Partners, LLC
INCREASED
Shares34,895 from 12,174
Change+22,721 (+187%)
Value$1.7M (+$1.1M)
Filed 2026-10-20
BCU Wealth Advisors, LLC
INCREASED
Shares34,325 from 28,375
Change+5,950 (+21%)
Value$1.7M (+$251.3K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares32,920 from 24,302
Change+8,618 (+35%)
Value$1.6M (+$387.7K)
Filed 2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED
Shares32,557 from 23,074
Change+9,483 (+41%)
Value$1.6M (+$431.8K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares31,325 from 25,666
Change+5,659 (+22%)
Value$1.5M (+$240.9K)
Filed 2026-10-29
Two West Capital Advisors LLC
INCREASED
Shares31,306 from 21,379
Change+9,927 (+46%)
Value$1.5M (+$500.1K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares31,027 from 591
Change+30,436 (+5150%)
Value$1.5M (+$1.5M)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares30,740 from 24,450
Change+6,290 (+26%)
Value$1.5M (+$273.5K)
Filed 2026-10-13
Hoese & Co LLP
INCREASED
Shares30,183 from 29,826
Change+357 (+1%)
Value$1.5M (-$24.6K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
INCREASED
Shares28,847 from 25,250
Change+3,597 (+14%)
Value$1.5M (+$208.6K)
Filed 2026-10-19
FWG Investments, Llc.
INCREASED
Shares28,566 from 14,372
Change+14,194 (+99%)
Value$1.4M (+$674.6K)
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares28,090 from 21,468
Change+6,622 (+31%)
Value$1.4M (+$293.9K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares26,827 from 18,727
Change+8,100 (+43%)
Value$1.3M (+$370.2K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares25,882 from 20,548
Change+5,334 (+26%)
Value$1.3M (+$232.2K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares25,431
Change+25,431
Value$1.2M
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares25,294 from 19,258
Change+6,036 (+31%)
Value$1.2M (+$268.4K)
Filed 2026-11-03
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares24,898 from 18,513
Change+6,385 (+34%)
Value$1.2M (+$286.5K)
Filed 2026-11-03
Alterna Wealth Management, Inc
INCREASED
Shares24,521 from 17,218
Change+7,303 (+42%)
Value$1.2M (+$333.3K)
Filed 2026-10-27
W Advisors, LLC
INCREASED
Shares24,364 from 17,196
Change+7,168 (+42%)
Value$1.2M (+$326.7K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares23,576 from 11,618
Change+11,958 (+103%)
Value$1.2M (+$569.1K)
Filed 2026-11-02
Accelerate Investment Advisors LLC
INCREASED
Shares22,669 from 16,092
Change+6,577 (+41%)
Value$1.1M (+$299.3K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares22,306 from 18,871
Change+3,435 (+18%)
Value$1.1M (+$141.6K)
Filed 2026-10-19
RDA Financial Network
INCREASED
Shares22,060 from 16,310
Change+5,750 (+35%)
Value$1.1M (+$258.5K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
INCREASED
Shares21,835 from 17,809
Change+4,026 (+23%)
Value$1.1M (+$172.0K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares21,124 from 11,381
Change+9,743 (+86%)
Value$1.0M (+$461.0K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares20,791 from 18,006
Change+2,785 (+15%)
Value$1.0M (+$111.0K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares20,170 from 15,238
Change+4,932 (+32%)
Value$987.5K (+$220.0K)
Filed 2026-10-13
Integrated Wealth Management
INCREASED
Shares19,555 from 11,391
Change+8,164 (+72%)
Value$957.4K (+$383.7K)
Filed 2026-10-19
Lantern Wealth Advisors, LLC
INCREASED
Shares19,124 from 12,941
Change+6,183 (+48%)
Value$936.3K (+$284.5K)
Filed 2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED
Shares18,869 from 9,108
Change+9,761 (+107%)
Value$923.8K (+$465.1K)
Filed 2026-10-28
Cassilly Financial Group LLC
INCREASED
Shares18,458 from 13,610
Change+4,848 (+36%)
Value$903.7K (+$218.2K)
Filed 2026-10-07
LifeSteps Financial, Inc.
INCREASED
Shares18,346 from 1,554
Change+16,792 (+1081%)
Value$898.2K (+$819.9K)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
INCREASED
Shares18,281 from 8,939
Change+9,342 (+105%)
Value$895.0K (+$444.8K)
Filed 2026-10-20
Semus Wealth Partners LLC
INCREASED
Shares18,156 from 12,146
Change+6,010 (+49%)
Value$888.9K (+$277.1K)
Filed 2026-10-22
Rossby Financial, LCC
NEW
Shares17,581
Change+17,581
Value$860.8K
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares17,520 from 11,840
Change+5,680 (+48%)
Value$858.0K (+$262.0K)
Filed 2026-10-22
M Holdings Securities, Inc.
INCREASED
Shares17,435 from 13,158
Change+4,277 (+33%)
Value$831 (+$175)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares17,293 from 9,791
Change+7,502 (+77%)
Value$846.7K (+$353.5K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares17,233 from 6,365
Change+10,868 (+171%)
Value$843.7K (+$523.1K)
Filed 2026-10-21
Plan Group Financial, LLC
NEW
Shares17,225
Change+17,225
Value$849.0K
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares17,028 from 38,568
Change-21,540 (-56%)
Value$833.7K (-$1.1M)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares15,892 from 6,478
Change+9,414 (+145%)
Value$778.1K (+$451.8K)
Filed 2026-11-03
Carmel Capital Partners, LLC
NEW
Shares15,769
Change+15,769
Value$772.1K
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares15,529 from 9,902
Change+5,627 (+57%)
Value$760.3K (+$261.5K)
Filed 2026-10-21
Caliber Wealth Management, LLC / KS
INCREASED
Shares15,463 from 10,263
Change+5,200 (+51%)
Value$757.1K (+$240.1K)
Filed 2026-11-04
Optivise Advisory Services LLC
DECREASED
Shares14,824 from 64,780
Change-49,956 (-77%)
Value$725.8K (-$2.5M)
Filed 2026-10-19
Legacy Wealth Partners, LLC
INCREASED
Shares14,808 from 9,506
Change+5,302 (+56%)
Value$725.0K (+$246.2K)
Filed 2026-10-15
Interchange Capital Partners, LLC
INCREASED
Shares14,498 from 11,609
Change+2,889 (+25%)
Value$705.2K (+$120.4K)
Filed 2026-10-28
Avantra Family Wealth, Inc.
INCREASED
Shares14,246 from 13,962
Change+284 (+2%)
Value$697.5K (-$5.8K)
Filed 2026-10-20
MN Wealth Advisors, LLC
INCREASED
Shares13,944 from 10,003
Change+3,941 (+39%)
Value$682.7K (+$178.8K)
Filed 2026-10-23
Signature Wealth Management Partners, LLC
NEW
Shares13,780
Change+13,780
Value$674.7K
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares13,703 from 13,970
Change-267 (-2%)
Value$670.9K (-$32.8K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares13,451 from 8,001
Change+5,450 (+68%)
Value$658.6K (+$255.5K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares13,068 from 7,296
Change+5,772 (+79%)
Value$639.8K (+$272.3K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
INCREASED
Shares12,756 from 7,920
Change+4,836 (+61%)
Value$624.5K (+$225.6K)
Filed 2026-10-26
Aegis Wealth Management, Inc.
INCREASED
Shares12,700 from 6,988
Change+5,712 (+82%)
Value$621.8K (+$269.8K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares12,122 from 11,489
Change+633 (+6%)
Value$593.5K (+$14.8K)
Filed 2026-10-14
MKT Advisors LLC
INCREASED
Shares12,058 from 10,215
Change+1,843 (+18%)
Value$601.2K (+$98.0K)
Filed 2026-10-20
Latitude Advisors, LLC
INCREASED
Shares12,021 from 4,290
Change+7,731 (+180%)
Value$588.5K (+$372.5K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
INCREASED
Shares11,741 from 413
Change+11,328 (+2743%)
Value$574.8K (+$554.0K)
Filed 2026-11-04
Roger Wittlin Investment Advisory, LLC
NEW
Shares11,417
Change+11,417
Value$559.0K
Filed 2026-10-19
Lockerman Financial Group, Inc.
INCREASED
Shares11,378 from 7,397
Change+3,981 (+54%)
Value$557.1K (+$184.5K)
Filed 2026-10-19
Asempa Wealth Advisors
DECREASED
Shares11,301 from 13,010
Change-1,709 (-13%)
Value$558.0K (-$97.3K)
Filed 2026-10-07
Synergy Asset Management, LLC
NEW
Shares11,045
Change+11,045
Value$540.8K
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares10,814 from 8,079
Change+2,735 (+34%)
Value$529.5K (+$122.5K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares10,687 from 8,070
Change+2,617 (+32%)
Value$523.2K (+$116.7K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
NEW
Shares10,671
Change+10,671
Value$522.5K
Filed 2026-10-13
Omni 360 Wealth, Inc.
INCREASED
Shares10,607 from 9,732
Change+875 (+9%)
Value$519.3K (+$29.1K)
Filed 2026-10-13
BAM Wealth Management, LLC
NEW
Shares10,516
Change+10,516
Value$514.9K
Filed 2026-10-15
Fulcrum Equity Management
INCREASED
Shares10,448 from 7,010
Change+3,438 (+49%)
Value$511.5K (+$158.5K)
Filed 2026-10-21
Castleview Partners, LLC
INCREASED
Shares10,384 from 6,619
Change+3,765 (+57%)
Value$508.4K (+$175.0K)
Filed 2026-10-09
Private Trust Co NA
INCREASED
Shares10,332 from 7,853
Change+2,479 (+32%)
Value$505.9K (+$110.3K)
Filed 2026-10-20
Heck Capital Advisors, LLC
NEW
Shares9,931
Change+9,931
Value$486.2K
Filed 2026-10-14
Worth Asset Management, LLC
INCREASED
Shares9,751 from 7,951
Change+1,800 (+23%)
Value$477.4K (+$76.9K)
Filed 2026-10-07
Oregon Pacific Wealth Management, LLC
INCREASED
Shares9,616 from 6,609
Change+3,007 (+46%)
Value$470.8K (+$137.9K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares9,498 from 5,778
Change+3,720 (+64%)
Value$465.0K (+$174.0K)
Filed 2026-10-16
RCS Financial Planning, LLC
INCREASED
Shares9,312 from 8,218
Change+1,094 (+13%)
Value$455.9K (+$42.0K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares9,231 from 564
Change+8,667 (+1537%)
Value$451.9K (+$423.5K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares9,131 from 6,990
Change+2,141 (+31%)
Value$447.1K (+$95.0K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares9,069 from 6,257
Change+2,812 (+45%)
Value$444.0K (+$128.9K)
Filed 2026-11-04
Quartz Partners, LLC
INCREASED
Shares8,971 from 5,680
Change+3,291 (+58%)
Value$439.2K (+$153.1K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW
Shares8,381
Change+8,381
Value$410.4K
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares8,064 from 4,943
Change+3,121 (+63%)
Value$394.8K (+$145.8K)
Filed 2026-10-30
Blue Capital, Inc.
INCREASED
Shares7,929 from 7,364
Change+565 (+8%)
Value$388.2K (+$17.3K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
INCREASED
Shares7,614 from 5,434
Change+2,180 (+40%)
Value$372.8K (+$99.1K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,496 from 5,330
Change+2,166 (+41%)
Value$367.0K (+$98.5K)
Filed 2026-10-23
Stirlingshire Investments, Inc.
INCREASED
Shares7,413 from 4,904
Change+2,509 (+51%)
Value$363.0K (+$116.0K)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares7,269 from 5,972
Change+1,297 (+22%)
Value$355.9K (+$55.1K)
Filed 2026-10-19
LongView Wealth Management
INCREASED
Shares7,215 from 6,184
Change+1,031 (+17%)
Value$353.2K (+$41.8K)
Filed 2026-10-19
Johnson Financial Group, LLC
INCREASED
Shares7,186 from 6,509
Change+677 (+10%)
Value$351.9K (+$24.0K)
Filed 2026-11-03
Midwest Financial Network, LLC
INCREASED
Shares6,965 from 6,016
Change+949 (+16%)
Value$341.0K (+$38.0K)
Filed 2026-10-13
Richmond Investment Services, LLC
INCREASED
Shares6,663 from 6,586
Change+77 (+1%)
Value$326.2K (-$5.5K)
Filed 2026-10-29
Atlatl Advisers LLC
INCREASED
Shares6,474 from 5,098
Change+1,376 (+27%)
Value$317.0K (+$60.2K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
NEW
Shares5,950
Change+5,950
Value$291.3K
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,855 from 4,383
Change+1,472 (+34%)
Value$286.7K (+$65.9K)
Filed 2026-10-16
AA Financial Advisors, LLC
NEW
Shares5,723
Change+5,723
Value$280.2K
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares5,409 from 5,409
Change0 (0%)
Value$272.6K ($0)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
INCREASED
Shares5,396 from 4,487
Change+909 (+20%)
Value$264.2K (+$38.2K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares5,307 from 9,799
Change-4,492 (-46%)
Value$259.8K (-$233.8K)
Filed 2026-10-14
FSA Wealth Partners, Inc.
NEW
Shares4,893
Change+4,893
Value$239.6K
Filed 2026-10-26
Centennial Advisors, LLC
NEW
Shares4,710
Change+4,710
Value$230.6K
Filed 2026-10-21
Strategy Asset Managers LLC
DECREASED
Shares4,684 from 5,017
Change-333 (-7%)
Value$229.3K (-$23.4K)
Filed 2026-10-14
Creative Planning
NEW
Shares4,643
Change+4,643
Value$227.3K
Filed 2026-11-02
Veracity Capital LLC
NEW
Shares4,538
Change+4,538
Value$222.2K
Filed 2026-10-08
Islay Capital Management, LLC
INCREASED
Shares4,386 from 2,921
Change+1,465 (+50%)
Value$214.7K (+$67.6K)
Filed 2026-10-20
Cooper Financial Group
INCREASED
Shares4,365 from 4,129
Change+236 (+6%)
Value$213.7K (+$5.7K)
Filed 2026-10-07
Entrewealth, LLC
INCREASED
Shares4,351 from 4,221
Change+130 (+3%)
Value$213.0K (+$1.2K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
NEW
Shares4,278
Change+4,278
Value$209.5K
Filed 2026-10-21
Fifth Third Securities, Inc.
NEW
Shares4,156
Change+4,156
Value$203.5K
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares2,192 from 1,351
Change+841 (+62%)
Value$107.3K (+$39.3K)
Filed 2026-11-04
Montgomery Financial Services LLC
INCREASED
Shares2,065 from 347
Change+1,718 (+495%)
Value$101.1K (+$83.6K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,625 from 1,054
Change+571 (+54%)
Value$79.6K (+$26.5K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares807 from 3,925
Change-3,118 (-79%)
Value$39.5K (-$158.2K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
INCREASED
Shares803 from 695
Change+108 (+16%)
Value$39.3K (+$4.3K)
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares719
Change+719
Value$35.2K
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares718 from 508
Change+210 (+41%)
Value$35.2K (+$9.6K)
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares655 from 160,956
Change-160,301 (-100%)
Value$32.0K (-$8.1M)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares650
Change+650
Value$31.8K
Filed 2026-11-02
Team Financial Group, LLC
NEW
Shares623
Change+623
Value$30.5K
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares497 from 443
Change+54 (+12%)
Value$24.3K (+$2.0K)
Filed 2026-10-13
Yankcom Partnership
NEW
Shares487
Change+487
Value$23.8K
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
NEW
Shares400
Change+400
Value$19.6K
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares289 from 47
Change+242 (+515%)
Value$14.1K (+$11.8K)
Filed 2026-10-26
Networth Advisors, LLC
INCREASED
Shares203 from 99
Change+104 (+105%)
Value$10.0K (+$5.0K)
Filed 2026-11-03
Asset Dedication, LLC
NEW
Shares188
Change+188
Value$9.2K
Filed 2026-11-03
Advocate Investing Services LLC
INCREASED
Shares161 from 143
Change+18 (+13%)
Value$7.9K (+$684)
Filed 2026-10-26
Cullen T Bankers, Inc.
NEW
Shares103
Change+103
Value$5.0K
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares75 from 32
Change+43 (+134%)
Value$3.7K (+$2.1K)
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.5K (-$100)
Filed 2026-10-16
SJS Investment Consulting Inc.
NEW
Shares67
Change+67
Value$3.3K
Filed 2026-10-26
Horizon Financial Services, LLC
NEW
Shares64
Change+64
Value$3.1K
Filed 2026-11-04
Essential Partners LLC
NEW
Shares63
Change+63
Value$3.1K
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares55 from 48
Change+7 (+15%)
Value$2.7K (+$278)
Filed 2026-10-30
DecisionPoint Financial, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.6K (-$40)
Filed 2026-10-27
United Financial Planning Group LLC
NEW
Shares43
Change+43
Value$2.1K
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.1K (-$60)
Filed 2026-10-07
Lynch Investment Planning, LLC
NEW
Shares36
Change+36
Value$1.8K
Filed 2026-10-27
NBT Bank, N.A.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$783 (-$23)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$636 (-$19)
Filed 2026-10-27
Scarborough Advisors, LLC
CLOSED
Shares0 from 15,960
Change-15,960 (-100%)
Value$0 (-$786.2K)
Filed 2026-10-16
CPR Investments Inc.
CLOSED
Shares0 from 11,712
Change-11,712 (-100%)
Value$0 (-$589.9K)
Filed 2026-10-26
Triad Wealth Partners, LLC
CLOSED
Shares0 from 10,811
Change-10,811 (-100%)
Value$0 (-$536.2K)
Filed 2026-10-26
StoneX Group Inc.
CLOSED
Shares0 from 5,380
Change-5,380 (-100%)
Value$0 (-$271.0K)
Filed 2026-11-03
Tucker Asset Management LLC
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$28.5K)
Filed 2026-10-29
Decker Retirement Planning Inc.
CLOSED
Shares0 from 473
Change-473 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-19
Archer Investment Corp
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$14.4K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-27
CX Institutional
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$2)
Filed 2026-10-02
Envestnet Asset Management Inc
N/A
Shares— from 40,809,147
Change-40,809,147 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 14,922,976
Change-14,922,976 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,463,008
Change-8,463,008 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,837,189
Change-5,837,189 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,589,028
Change-4,589,028 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,450,085
Change-3,450,085 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,426,293
Change-3,426,293 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,644,524
Change-2,644,524 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,472,059
Change-2,472,059 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,069,473
Change-2,069,473 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 2,015,401
Change-2,015,401 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,484,085
Change-1,484,085 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,176,984
Change-1,176,984 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,108,317
Change-1,108,317 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 936,830
Change-936,830 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 891,956
Change-891,956 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 868,266
Change-868,266 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 829,373
Change-829,373 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 581,949
Change-581,949 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 524,753
Change-524,753 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 494,328
Change-494,328 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 479,110
Change-479,110 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 408,780
Change-408,780 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 407,129
Change-407,129 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 296,803
Change-296,803 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 291,470
Change-291,470 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 287,976
Change-287,976 (-100%)
Value—
&partners
N/A
Shares— from 266,318
Change-266,318 (-100%)
Value—
Marks Group Wealth Management, Inc
N/A
Shares— from 262,154
Change-262,154 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 256,317
Change-256,317 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 225,726
Change-225,726 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 216,925
Change-216,925 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 209,573
Change-209,573 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 208,954
Change-208,954 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 202,072
Change-202,072 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 197,016
Change-197,016 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 179,157
Change-179,157 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 175,876
Change-175,876 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 171,662
Change-171,662 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 170,065
Change-170,065 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 163,657
Change-163,657 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 162,345
Change-162,345 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 156,435
Change-156,435 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 149,088
Change-149,088 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 139,490
Change-139,490 (-100%)
Value—
Invst, LLC
N/A
Shares— from 130,269
Change-130,269 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 112,715
Change-112,715 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 112,699
Change-112,699 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 112,248
Change-112,248 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 109,509
Change-109,509 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 107,818
Change-107,818 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 105,934
Change-105,934 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 104,152
Change-104,152 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 103,762
Change-103,762 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 102,111
Change-102,111 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 101,674
Change-101,674 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 101,223
Change-101,223 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 99,030
Change-99,030 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 95,211
Change-95,211 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 94,310
Change-94,310 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 90,380
Change-90,380 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 90,297
Change-90,297 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 85,096
Change-85,096 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 82,069
Change-82,069 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 81,569
Change-81,569 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 80,024
Change-80,024 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 79,233
Change-79,233 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 78,804
Change-78,804 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 78,260
Change-78,260 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 77,831
Change-77,831 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 75,051
Change-75,051 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 74,695
Change-74,695 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 73,783
Change-73,783 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 72,870
Change-72,870 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 68,871
Change-68,871 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 68,516
Change-68,516 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 65,652
Change-65,652 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 65,073
Change-65,073 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 64,456
Change-64,456 (-100%)
Value—
Schwallier Wealth Management LLC
N/A
Shares— from 63,785
Change-63,785 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 60,202
Change-60,202 (-100%)
Value—
EQ LLC
N/A
Shares— from 58,505
Change-58,505 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 57,298
Change-57,298 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 54,486
Change-54,486 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 53,657
Change-53,657 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 52,440
Change-52,440 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 50,145
Change-50,145 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 48,985
Change-48,985 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 48,792
Change-48,792 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 47,618
Change-47,618 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 47,416
Change-47,416 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46,438
Change-46,438 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 46,350
Change-46,350 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 46,213
Change-46,213 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 45,492
Change-45,492 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 44,483
Change-44,483 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 43,318
Change-43,318 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 41,017
Change-41,017 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 40,129
Change-40,129 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,510
Change-39,510 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 36,459
Change-36,459 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 35,384
Change-35,384 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 35,252
Change-35,252 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 33,342
Change-33,342 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,496
Change-32,496 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 31,190
Change-31,190 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 29,789
Change-29,789 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 27,060
Change-27,060 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 24,148
Change-24,148 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 24,033
Change-24,033 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,623
Change-22,623 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 22,345
Change-22,345 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 21,673
Change-21,673 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 21,284
Change-21,284 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 20,980
Change-20,980 (-100%)
Value—
EFG International AG
N/A
Shares— from 20,058
Change-20,058 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,745
Change-19,745 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 19,048
Change-19,048 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,966
Change-18,966 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 18,827
Change-18,827 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 18,825
Change-18,825 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 18,350
Change-18,350 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 18,154
Change-18,154 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,132
Change-18,132 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 16,143
Change-16,143 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 15,503
Change-15,503 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 15,390
Change-15,390 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 14,425
Change-14,425 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 14,225
Change-14,225 (-100%)
Value—
Nwam LLC
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Aspire Private Capital, LLC
N/A
Shares— from 13,203
Change-13,203 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 12,716
Change-12,716 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 11,594
Change-11,594 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,953
Change-9,953 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,518
Change-9,518 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,068
Change-9,068 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,741
Change-7,741 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 5,834
Change-5,834 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,279
Change-4,279 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 966
Change-966 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 961
Change-961 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 860
Change-860 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 679
Change-679 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 580
Change-580 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Central Trust Co
N/A
Shares— from 283
Change-283 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 220
Change-220 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 203
Change-203 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 178
Change-178 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
UBS Group AG
N/A
Shares— from 80
Change-80 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 63
Change-63 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 41
Change-41 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED5,087,6743,684,774+1,402,900+38%$185.6M$249.1M+$63.5M2026-10-26
JB Capital LLC
INCREASED1,858,7931,379,357+479,436+35%$69.5M$91.0M+$21.5M2026-10-19
Commonwealth Equity Services, LLC
INCREASED1,189,855795,866+393,989+50%$40.1M$58.3M+$18.2M2026-11-02
Ascent Group, LLC
INCREASED884,021472,934+411,087+87%$23.8M$43.3M+$19.5M2026-10-30
Atria Investments, Inc
INCREASED762,311571,082+191,229+33%$28.8M$37.3M+$8.6M2026-10-15
Vise Technologies, Inc.
INCREASED726,336228,141+498,195+218%$11.5M$35.6M+$24.1M2026-10-29
Truist Financial Corp
INCREASED650,468449,953+200,515+45%$22.7M$31.8M+$9.2M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED627,564434,662+192,902+44%$21.9M$30.7M+$8.8M2026-11-02
Market Street Wealth Management Advisors LLC
NEW619,991—+619,991——$30.4M—2026-10-09
Goldstein Advisors, LLC
INCREASED618,552472,740+145,812+31%$23.8M$30.3M+$6.5M2026-10-15
Kestra Advisory Services, LLC
INCREASED516,995186,543+330,452+177%$9.4M$25.3M+$15.9M2026-11-02
Shepherd Financial Partners LLC
INCREASED415,485248,810+166,675+67%$12.5M$20.3M+$7.8M2026-11-03
KWB Wealth
INCREASED412,104268,262+143,842+54%$13.5M$20.2M+$6.7M2026-10-16
Sharkey, Howes & Javer
INCREASED409,961400,374+9,587+2%$20.2M$20.1M-$95.1K2026-10-22
Stone House Investment Management, LLC
INCREASED408,185302,709+105,476+35%$15.2M$20.0M+$4.7M2026-10-23
Beacon Financial Group
INCREASED405,503296,571+108,932+37%$14.9M$19.9M+$4.9M2026-10-19
Horst & Graben Wealth Management LLC
INCREASED390,802275,429+115,373+42%$13.8M$19.1M+$5.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED370,215169,730+200,485+118%$8.5M$18.5M+$10.0M2026-10-13
MGO One Seven LLC
INCREASED335,997307,928+28,069+9%$15.5M$16.5M+$940.1K2026-10-28
Diversify Advisory Services, LLC
INCREASED318,820156,067+162,753+104%$7.5M$15.8M+$8.3M2026-10-20
Diversify Wealth Management, LLC
INCREASED318,820156,067+162,753+104%$7.5M$15.8M+$8.3M2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED316,617221,691+94,926+43%$11.2M$15.5M+$4.3M2026-10-13
Farther Finance Advisors, LLC
INCREASED306,365204,125+102,240+50%$10.3M$15.0M+$4.7M2026-10-08
Security Financial Services, Inc.
INCREASED292,960158,774+134,186+85%$8.0M$14.3M+$6.3M2026-10-29
Trek Financial, LLC
INCREASED284,750192,817+91,933+48%$9.7M$13.9M+$4.2M2026-10-29
Pettinga Financial Advisors LLC
INCREASED276,493185,757+90,736+49%$9.4M$13.5M+$4.2M2026-10-13
SteelPeak Wealth, LLC
INCREASED265,476262,934+2,542+1%$13.2M$13.0M-$246.3K2026-10-16
Kelly Financial Services LLC
INCREASED254,461163,282+91,179+56%$8.2M$12.5M+$4.2M2026-10-20
One Advisory Partners, LLC
INCREASED246,329145,150+101,179+70%$7.3M$12.1M+$4.7M2026-10-22
Integrity Alliance, Llc.
INCREASED242,907228,196+14,711+6%$11.5M$11.9M+$398.5K2026-10-29
Swmg, LLC
INCREASED239,766178,642+61,124+34%$8.9M$11.6M+$2.7M2026-10-23
Cypress Wealth Services, LLC
INCREASED234,584167,959+66,625+40%$8.5M$11.8M+$3.4M2026-10-21
Perigon Wealth Management, LLC
INCREASED227,238128,422+98,816+77%$6.5M$11.1M+$4.7M2026-10-22
Detalus Advisors, LLC
INCREASED219,543159,050+60,493+38%$8.0M$10.7M+$2.7M2026-10-15
Midwest Capital Advisors, LLC
NEW212,455—+212,455——$10.4M—2026-11-04
Brookstone Capital Management
INCREASED206,445159,681+46,764+29%$8.0M$10.1M+$2.1M2026-10-22
Archer Investment Management, LLC
INCREASED201,629131,557+70,072+53%$6.6M$9.9M+$3.2M2026-10-13
Assetmark, Inc
INCREASED197,823140,455+57,368+41%$7.1M$9.7M+$2.6M2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED195,021138,825+56,196+40%$7.0M$9.5M+$2.6M2026-11-03
Beacon Capital Management, LLC
INCREASED187,76492,787+94,977+102%$4.7M$9.2M+$4.5M2026-10-23
Embree Financial Group
INCREASED179,523165,546+13,977+8%$8.3M$8.8M+$450.9K2026-10-22
Citigroup Inc
INCREASED178,17976,467+101,712+133%$3.9M$8.7M+$4.9M2026-11-04
Simplicity Wealth,LLC
INCREASED174,83077,482+97,348+126%$3.9M$8.6M+$4.7M2026-10-23
Concurrent Investment Advisors, LLC
INCREASED173,063125,567+47,496+38%$6.3M$8.5M+$2.1M2026-10-16
Kestra Private Wealth Services, LLC
INCREASED170,23087,904+82,326+94%$4.4M$8.3M+$3.9M2026-10-30
15 Wealth Advisors LLC
NEW166,564—+166,564——$8.2M—2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED166,507113,372+53,135+47%$5.7M$8.2M+$2.4M2026-11-03
Claro Advisors Inc.
INCREASED165,224100,121+65,103+65%$5.0M$8.1M+$3.0M2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED161,247101,203+60,044+59%$5.1M$7.9M+$2.8M2026-10-22
Blue Trust, Inc.
INCREASED154,945113,757+41,188+36%$5.7M$7.6M+$1.9M2026-10-15
TSA Wealth Managment LLC
INCREASED150,098109,532+40,566+37%$5.5M$7.3M+$1.8M2026-10-22
Apollon Wealth Management, LLC
INCREASED140,801109,397+31,404+29%$5.5M$6.9M+$1.4M2026-10-23
Town Capital LLC
INCREASED136,86180,659+56,202+70%$4.1M$6.7M+$2.6M2026-11-03
Apeiron RIA LLC
INCREASED135,62485,156+50,468+59%$4.3M$6.7M+$2.4M2026-10-08
Gen-Wealth Partners Inc
INCREASED135,24297,268+37,974+39%$4.9M$6.6M+$1.7M2026-11-04
Cobblestone Asset Management LLC
INCREASED133,54093,163+40,377+43%$4.7M$6.5M+$1.8M2026-10-13
Independent Financial Group, LLC
INCREASED130,572113,404+17,168+15%$5.7M$6.4M+$680.6K2026-10-13
Buttonwood Financial Group, LLC
INCREASED130,060127,265+2,795+2%$6.4M$6.6M+$153.8K2026-10-16
Focus Financial Network, Inc.
INCREASED125,51978,001+47,518+61%$3.9M$6.1M+$2.2M2026-10-14
A4 Wealth Advisors LLC
INCREASED121,17469,194+51,980+75%$3.5M$5.9M+$2.4M2026-10-20
Sovran Advisors, LLC
INCREASED120,06273,645+46,417+63%$3.5M$5.9M+$2.4M2026-11-02
Quadrant Private Wealth Management, LLC
INCREASED117,20769,919+47,288+68%$3.5M$5.7M+$2.2M2026-11-04
Elevated Financial Group LLC
NEW114,011—+114,011——$5.6M—2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED113,105106,637+6,468+6%$5.4M$5.5M+$166.3K2026-10-16
Golden State Wealth Management, LLC
INCREASED113,01173,373+39,638+54%$3.7M$5.5M+$1.8M2026-11-02
Skyline Advisors, Inc.
INCREASED111,15455,240+55,914+101%$2.8M$5.4M+$2.7M2026-11-03
Able Wealth Management LLC
INCREASED107,97373,881+34,092+46%$3.7M$5.4M+$1.7M2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED104,46378,335+26,128+33%$3.9M$5.1M+$1.2M2026-11-03
Integrated Advisors Network LLC
INCREASED103,32048,051+55,269+115%$2.4M$5.1M+$2.6M2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED101,75180,564+21,187+26%$4.1M$5.0M+$923.7K2026-11-05
SigFig Wealth Management, LLC
INCREASED101,06689,141+11,925+13%$4.4M$4.9M+$498.3K2026-10-07
Hobbs Wealth Management, LLC
INCREASED100,37583,141+17,234+21%$4.2M$4.9M+$726.6K2026-10-20
Financial Life Advisors
INCREASED96,06788,069+7,998+9%$4.4M$4.7M+$267.4K2026-10-14
One Wealth Capital Management, LLC
INCREASED95,49081,822+13,668+17%$4.1M$4.7M+$553.8K2026-10-23
VestGen Advisors, LLC
INCREASED95,44488,097+7,347+8%$4.4M$4.7M+$235.5K2026-10-27
Newport Capital Group, LLC
NEW93,244—+93,244——$4.6M—2026-10-16
SWP Financial LLC
INCREASED89,38466,175+23,209+35%$3.3M$4.4M+$1.0M2026-10-23
Peak Wealth Management LLC
INCREASED88,05383,436+4,617+6%$4.2M$4.3M+$137.5K2026-10-26
Polaris Investment Advisors, LLC
INCREASED86,56363,792+22,771+36%$3.2M$4.2M+$1.0M2026-10-20
IFP Advisors, Inc
INCREASED84,83271,129+13,703+19%$3.6M$4.2M+$570.6K2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED83,24256,255+26,987+48%$2.8M$4.1M+$1.2M2026-10-14
Balefire, LLC
INCREASED82,87546,154+36,721+80%$2.3M$4.1M+$1.7M2026-10-09
Absolute Capital Management, LLC
INCREASED82,07754,638+27,439+50%$2.8M$4.0M+$1.3M2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED81,70463,703+18,001+28%$3.2M$4.0M+$791.5K2026-10-14
Cornerstone Planning Group LLC
INCREASED78,44662,136+16,310+26%$3.1M$3.9M+$886.8K2026-10-16
Hoxton Planning & Management, LLC
INCREASED76,07552,058+24,017+46%$2.6M$3.7M+$1.1M2026-10-15
Csenge Advisory Group
INCREASED75,85251,935+23,917+46%$2.6M$3.7M+$1.1M2026-11-04
Lifelong Wealth Advisors, Inc.
INCREASED72,15164,955+7,196+11%$3.3M$3.5M+$260.7K2026-10-19
Lantz Financial LLC
INCREASED71,45356,774+14,679+26%$2.9M$3.5M+$638.6K2026-10-15
Verus Capital Partners, LLC
INCREASED68,95049,241+19,709+40%$2.5M$3.4M+$895.6K2026-11-03
Uptick Partners, LLC
INCREASED67,56636,470+31,096+85%$1.8M$3.3M+$1.5M2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED66,49746,555+19,942+43%$2.3M$3.3M+$910.7K2026-10-20
Rose Capital Advisors LLC
NEW64,704—+64,704——$3.2M—2026-11-04
Braun-Bostich & Associates Inc.
INCREASED64,55838,853+25,705+66%$2.0M$3.2M+$1.2M2026-10-20
Pinion Investment Advisors, LLC
INCREASED64,23355,231+9,002+16%$2.8M$3.1M+$362.8K2026-11-04
CoreCap Advisors, LLC
INCREASED64,04138,904+25,137+65%$2.0M$3.1M+$1.2M2026-10-08
Maia Wealth LLC
INCREASED63,68932,176+31,513+98%$1.6M$3.1M+$1.5M2026-10-19
Asset One Wealth Management LLC
NEW59,796—+59,796——$2.9M—2026-11-02
Retirement Wealth Solutions LLC
INCREASED58,88535,417+23,468+66%$1.8M$2.9M+$1.1M2026-10-07
PFG Advisors
INCREASED57,90752,584+5,323+10%$2.6M$2.8M+$186.5K2026-10-16
B.O.S.S. Retirement Advisors, LLC
INCREASED57,90043,857+14,043+32%$2.2M$2.8M+$625.8K2026-10-26
Bedminster, LLC
INCREASED55,63436,852+18,782+51%$1.9M$2.7M+$867.6K2026-11-04
Milestone Asset Management, LLC
DECREASED54,84862,995-8,147-13%$3.2M$2.7M-$487.7K2026-10-15
Novem Group
INCREASED54,7829,677+45,105+466%$487.4K$2.7M+$2.2M2026-10-19
Emergent Wealth Advisors, LLC
INCREASED52,3207,179+45,141+629%$578.4K$2.6M+$2.0M2026-10-09
WealthPoint Financial, LLC
INCREASED50,44537,652+12,793+34%$1.9M$2.5M+$573.3K2026-11-03
Ashton Thomas Securities, LLC
INCREASED49,89349,012+881+2%$2.5M$2.4M-$23.6K2026-10-26
RFG Advisory, LLC
INCREASED49,55937,873+11,686+31%$1.9M$2.4M+$518.8K2026-11-03
Strategic Blueprint, LLC
INCREASED49,32233,125+16,197+49%$1.7M$2.4M+$746.3K2026-10-22
Firethorn Wealth Partners, LLC
INCREASED48,97439,753+9,221+23%$2.0M$2.4M+$395.4K2026-10-14
Arcadia Wealth Management, LLC
INCREASED48,55514,268+34,287+240%$718.7K$2.4M+$1.7M2026-10-22
Kestra Investment Management, LLC
INCREASED47,7238,267+39,456+477%$416.4K$2.3M+$1.9M2026-11-04
Smart Wealth LLC
INCREASED47,34127,248+20,093+74%$1.4M$2.3M+$945.3K2026-11-04
4J Wealth Management LLC
INCREASED47,17138,195+8,976+24%$1.9M$2.3M+$385.6K2026-11-02
Mather Group, Llc.
NEW47,143—+47,143——$2.3M—2026-10-14
Tempus Wealth Planning, LLC
INCREASED46,70130,264+16,437+54%$1.5M$2.3M+$762.1K2026-10-14
Centurion Wealth Management LLC
INCREASED45,62217,986+27,636+154%$906.0K$2.2M+$1.3M2026-10-13
FFG Retirement Advisors LLC
INCREASED44,88641,381+3,505+8%$2.1M$2.2M+$113.3K2026-10-20
United Advisor Group, LLC
INCREASED43,90341,312+2,591+6%$2.1M$2.1M+$68.6K2026-11-03
XY Planning Network, Inc.
INCREASED43,68934,626+9,063+26%$1.7M$2.1M+$394.9K2026-10-14
WealthPLAN Partners, LLC
INCREASED43,20729,412+13,795+47%$1.5M$2.1M+$633.9K2026-10-15
Commonwealth Retirement Investments LLC
INCREASED43,10630,826+12,280+40%$1.6M$2.1M+$557.8K2026-10-26
Zenith Solutions, Inc.
INCREASED42,54632,246+10,300+32%$1.6M$2.1M+$458.8K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED41,39527,946+13,449+48%$1.4M$2.0M+$631.6K2026-10-13
Flagship Harbor Advisors, LLC
DECREASED40,19942,189-1,990-5%$2.1M$2.0M-$156.9K2026-10-26
J.M. Arbour, LLC
INCREASED38,03327,869+10,164+36%$1.4M$1.9M+$458.3K2026-11-05
Legacy Advisory Services, LLC
NEW37,760—+37,760——$1.8M—2026-10-20
Advus Financial Partners, LLC
INCREASED34,89512,174+22,721+187%$613.2K$1.7M+$1.1M2026-10-20
BCU Wealth Advisors, LLC
INCREASED34,32528,375+5,950+21%$1.4M$1.7M+$251.3K2026-10-16
First Heartland Consultants, Inc.
INCREASED32,92024,302+8,618+35%$1.2M$1.6M+$387.7K2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED32,55723,074+9,483+41%$1.2M$1.6M+$431.8K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED31,32525,666+5,659+22%$1.3M$1.5M+$240.9K2026-10-29
Two West Capital Advisors LLC
INCREASED31,30621,379+9,927+46%$1.0M$1.5M+$500.1K2026-10-15
Ascentis Independent Advisors
INCREASED31,027591+30,436+5150%$29.8K$1.5M+$1.5M2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED30,74024,450+6,290+26%$1.2M$1.5M+$273.5K2026-10-13
Hoese & Co LLP
INCREASED30,18329,826+357+1%$1.5M$1.5M-$24.6K2026-10-21
CFS Investment Advisory Services, LLC
INCREASED28,84725,250+3,597+14%$1.2M$1.5M+$208.6K2026-10-19
FWG Investments, Llc.
INCREASED28,56614,372+14,194+99%$723.9K$1.4M+$674.6K2026-11-03
Sutton Place Investors LLC
INCREASED28,09021,468+6,622+31%$1.1M$1.4M+$293.9K2026-10-20
Raleigh Capital Management Inc.
INCREASED26,82718,727+8,100+43%$943.3K$1.3M+$370.2K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED25,88220,548+5,334+26%$1.0M$1.3M+$232.2K2026-10-14
Wavvest Wealth LLC
NEW25,431—+25,431——$1.2M—2026-10-21
JFS Wealth Advisors, LLC
INCREASED25,29419,258+6,036+31%$970.0K$1.2M+$268.4K2026-11-03
Sanchez Gaunt Capital Management, LLC
INCREASED24,89818,513+6,385+34%$932.5K$1.2M+$286.5K2026-11-03
Alterna Wealth Management, Inc
INCREASED24,52117,218+7,303+42%$867.3K$1.2M+$333.3K2026-10-27
W Advisors, LLC
INCREASED24,36417,196+7,168+42%$866.2K$1.2M+$326.7K2026-11-02
Lloyd Advisory Services, Llc.
INCREASED23,57611,618+11,958+103%$585.2K$1.2M+$569.1K2026-11-02
Accelerate Investment Advisors LLC
INCREASED22,66916,092+6,577+41%$810.6K$1.1M+$299.3K2026-11-02
NWF Advisory Services Inc.
INCREASED22,30618,871+3,435+18%$950.5K$1.1M+$141.6K2026-10-19
RDA Financial Network
INCREASED22,06016,310+5,750+35%$821.5K$1.1M+$258.5K2026-10-15
BridgePort Financial Solutions, LLC
INCREASED21,83517,809+4,026+23%$897.0K$1.1M+$172.0K2026-11-02
Beacon Financial Advisory LLC
INCREASED21,12411,381+9,743+86%$573.3K$1.0M+$461.0K2026-10-16
Sigma Planning Corp
INCREASED20,79118,006+2,785+15%$907.0K$1.0M+$111.0K2026-10-23
Signal Advisors Wealth, LLC
INCREASED20,17015,238+4,932+32%$767.5K$987.5K+$220.0K2026-10-13
Integrated Wealth Management
INCREASED19,55511,391+8,164+72%$573.8K$957.4K+$383.7K2026-10-19
Lantern Wealth Advisors, LLC
INCREASED19,12412,941+6,183+48%$651.8K$936.3K+$284.5K2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED18,8699,108+9,761+107%$458.8K$923.8K+$465.1K2026-10-28
Cassilly Financial Group LLC
INCREASED18,45813,610+4,848+36%$685.5K$903.7K+$218.2K2026-10-07
LifeSteps Financial, Inc.
INCREASED18,3461,554+16,792+1081%$78.3K$898.2K+$819.9K2026-10-15
Parkway Wealth Management Group, LLC
INCREASED18,2818,939+9,342+105%$450.3K$895.0K+$444.8K2026-10-20
Semus Wealth Partners LLC
INCREASED18,15612,146+6,010+49%$611.8K$888.9K+$277.1K2026-10-22
Rossby Financial, LCC
NEW17,581—+17,581——$860.8K—2026-11-05
Wedbush Securities Inc
INCREASED17,52011,840+5,680+48%$596.0K$858.0K+$262.0K2026-10-22
M Holdings Securities, Inc.
INCREASED17,43513,158+4,277+33%$656$831+$1752026-11-03
Key Capital Management, Inc
INCREASED17,2939,791+7,502+77%$493.2K$846.7K+$353.5K2026-11-03
Silverlake Wealth Management LLC
INCREASED17,2336,365+10,868+171%$320.6K$843.7K+$523.1K2026-10-21
Plan Group Financial, LLC
NEW17,225—+17,225——$849.0K—2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED17,02838,568-21,540-56%$1.9M$833.7K-$1.1M2026-10-08
Parallel Advisors, LLC
INCREASED15,8926,478+9,414+145%$326.3K$778.1K+$451.8K2026-11-03
Carmel Capital Partners, LLC
NEW15,769—+15,769——$772.1K—2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED15,5299,902+5,627+57%$498.8K$760.3K+$261.5K2026-10-21
Caliber Wealth Management, LLC / KS
INCREASED15,46310,263+5,200+51%$516.9K$757.1K+$240.1K2026-11-04
Optivise Advisory Services LLC
DECREASED14,82464,780-49,956-77%$3.3M$725.8K-$2.5M2026-10-19
Legacy Wealth Partners, LLC
INCREASED14,8089,506+5,302+56%$478.8K$725.0K+$246.2K2026-10-15
Interchange Capital Partners, LLC
INCREASED14,49811,609+2,889+25%$584.7K$705.2K+$120.4K2026-10-28
Avantra Family Wealth, Inc.
INCREASED14,24613,962+284+2%$703.3K$697.5K-$5.8K2026-10-20
MN Wealth Advisors, LLC
INCREASED13,94410,003+3,941+39%$503.9K$682.7K+$178.8K2026-10-23
Signature Wealth Management Partners, LLC
NEW13,780—+13,780——$674.7K—2026-10-21
Creative Financial Designs Inc
DECREASED13,70313,970-267-2%$703.7K$670.9K-$32.8K2026-11-04
Clear Creek Financial Management, LLC
INCREASED13,4518,001+5,450+68%$403.0K$658.6K+$255.5K2026-10-28
Cape Investment Advisory, Inc.
INCREASED13,0687,296+5,772+79%$367.5K$639.8K+$272.3K2026-10-13
Ballast Rock Private Wealth LLC
INCREASED12,7567,920+4,836+61%$398.9K$624.5K+$225.6K2026-10-26
Aegis Wealth Management, Inc.
INCREASED12,7006,988+5,712+82%$352.0K$621.8K+$269.8K2026-10-26
Davenport & Co LLC
INCREASED12,12211,489+633+6%$578.7K$593.5K+$14.8K2026-10-14
MKT Advisors LLC
INCREASED12,05810,215+1,843+18%$503.2K$601.2K+$98.0K2026-10-20
Latitude Advisors, LLC
INCREASED12,0214,290+7,731+180%$216.1K$588.5K+$372.5K2026-10-27
Elevated Capital Advisors, LLC
INCREASED11,741413+11,328+2743%$20.8K$574.8K+$554.0K2026-11-04
Roger Wittlin Investment Advisory, LLC
NEW11,417—+11,417——$559.0K—2026-10-19
Lockerman Financial Group, Inc.
INCREASED11,3787,397+3,981+54%$372.6K$557.1K+$184.5K2026-10-19
Asempa Wealth Advisors
DECREASED11,30113,010-1,709-13%$655.3K$558.0K-$97.3K2026-10-07
Synergy Asset Management, LLC
NEW11,045—+11,045——$540.8K—2026-11-05
Hutchens & Kramer Investment Management Group, LLC
INCREASED10,8148,079+2,735+34%$406.9K$529.5K+$122.5K2026-10-16
Sowell Financial Services LLC
INCREASED10,6878,070+2,617+32%$406.5K$523.2K+$116.7K2026-10-23
SAX Wealth Advisors, LLC
NEW10,671—+10,671——$522.5K—2026-10-13
Omni 360 Wealth, Inc.
INCREASED10,6079,732+875+9%$490.2K$519.3K+$29.1K2026-10-13
BAM Wealth Management, LLC
NEW10,516—+10,516——$514.9K—2026-10-15
Fulcrum Equity Management
INCREASED10,4487,010+3,438+49%$353.1K$511.5K+$158.5K2026-10-21
Castleview Partners, LLC
INCREASED10,3846,619+3,765+57%$333.4K$508.4K+$175.0K2026-10-09
Private Trust Co NA
INCREASED10,3327,853+2,479+32%$395.6K$505.9K+$110.3K2026-10-20
Heck Capital Advisors, LLC
NEW9,931—+9,931——$486.2K—2026-10-14
Worth Asset Management, LLC
INCREASED9,7517,951+1,800+23%$400.5K$477.4K+$76.9K2026-10-07
Oregon Pacific Wealth Management, LLC
INCREASED9,6166,609+3,007+46%$332.9K$470.8K+$137.9K2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED9,4985,778+3,720+64%$291.0K$465.0K+$174.0K2026-10-16
RCS Financial Planning, LLC
INCREASED9,3128,218+1,094+13%$413.9K$455.9K+$42.0K2026-10-14
Signature Equity Partners, LLC
INCREASED9,231564+8,667+1537%$28.4K$451.9K+$423.5K2026-10-29
MSH Capital Advisors LLC
INCREASED9,1316,990+2,141+31%$352.1K$447.1K+$95.0K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED9,0696,257+2,812+45%$315.2K$444.0K+$128.9K2026-11-04
Quartz Partners, LLC
INCREASED8,9715,680+3,291+58%$286.1K$439.2K+$153.1K2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW8,381—+8,381——$410.4K—2026-10-27
Spire Wealth Management
INCREASED8,0644,943+3,121+63%$249.0K$394.8K+$145.8K2026-10-30
Blue Capital, Inc.
INCREASED7,9297,364+565+8%$370.9K$388.2K+$17.3K2026-10-13
Spinnaker Investment Group, LLC
INCREASED7,6145,434+2,180+40%$273.7K$372.8K+$99.1K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED7,4965,330+2,166+41%$268.5K$367.0K+$98.5K2026-10-23
Stirlingshire Investments, Inc.
INCREASED7,4134,904+2,509+51%$247.0K$363.0K+$116.0K2026-11-05
PUREfi Wealth, LLC
INCREASED7,2695,972+1,297+22%$300.8K$355.9K+$55.1K2026-10-19
LongView Wealth Management
INCREASED7,2156,184+1,031+17%$311.5K$353.2K+$41.8K2026-10-19
Johnson Financial Group, LLC
INCREASED7,1866,509+677+10%$327.9K$351.9K+$24.0K2026-11-03
Midwest Financial Network, LLC
INCREASED6,9656,016+949+16%$303.0K$341.0K+$38.0K2026-10-13
Richmond Investment Services, LLC
INCREASED6,6636,586+77+1%$331.7K$326.2K-$5.5K2026-10-29
Atlatl Advisers LLC
INCREASED6,4745,098+1,376+27%$256.8K$317.0K+$60.2K2026-10-22
Prime Capital Investment Advisors, LLC
NEW5,950—+5,950——$291.3K—2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED5,8554,383+1,472+34%$220.8K$286.7K+$65.9K2026-10-16
AA Financial Advisors, LLC
NEW5,723—+5,723——$280.2K—2026-10-19
PKS Advisory Services, LLC
UNCHANGED5,4095,40900%$272.6K$272.6K$02026-10-26
Syntegra Private Wealth Group, LLC
INCREASED5,3964,487+909+20%$226.0K$264.2K+$38.2K2026-10-13
World Equity Group, Inc.
DECREASED5,3079,799-4,492-46%$493.6K$259.8K-$233.8K2026-10-14
FSA Wealth Partners, Inc.
NEW4,893—+4,893——$239.6K—2026-10-26
Centennial Advisors, LLC
NEW4,710—+4,710——$230.6K—2026-10-21
Strategy Asset Managers LLC
DECREASED4,6845,017-333-7%$252.7K$229.3K-$23.4K2026-10-14
Creative Planning
NEW4,643—+4,643——$227.3K—2026-11-02
Veracity Capital LLC
NEW4,538—+4,538——$222.2K—2026-10-08
Islay Capital Management, LLC
INCREASED4,3862,921+1,465+50%$147.1K$214.7K+$67.6K2026-10-20
Cooper Financial Group
INCREASED4,3654,129+236+6%$208.0K$213.7K+$5.7K2026-10-07
Entrewealth, LLC
INCREASED4,3514,221+130+3%$211.8K$213.0K+$1.2K2026-10-14
Wealthcare Advisory Partners LLC
NEW4,278—+4,278——$209.5K—2026-10-21
Fifth Third Securities, Inc.
NEW4,156—+4,156——$203.5K—2026-10-21
Kingdom Financial Group Llc.
INCREASED2,1921,351+841+62%$68.0K$107.3K+$39.3K2026-11-04
Montgomery Financial Services LLC
INCREASED2,065347+1,718+495%$17.5K$101.1K+$83.6K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED1,6251,054+571+54%$53.1K$79.6K+$26.5K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED8073,925-3,118-79%$197.7K$39.5K-$158.2K2026-10-26
Gilpin Wealth Management, LLC
INCREASED803695+108+16%$35.0K$39.3K+$4.3K2026-10-09
UMB Private Wealth Management, LLC
NEW719—+719——$35.2K—2026-10-19
Silver Grove Financial Group, Inc.
INCREASED718508+210+41%$25.6K$35.2K+$9.6K2026-11-05
Tsfg, LLC
DECREASED655160,956-160,301-100%$8.1M$32.0K-$8.1M2026-10-23
Heritage Family Offices, LLP
NEW650—+650——$31.8K—2026-11-02
Team Financial Group, LLC
NEW623—+623——$30.5K—2026-10-30
Harbor Investment Advisory, LLC
INCREASED497443+54+12%$22.3K$24.3K+$2.0K2026-10-13
Yankcom Partnership
NEW487—+487——$23.8K—2026-10-15
Beacon Investment Advisory Services, Inc.
NEW400—+400——$19.6K—2026-10-13
Lanark Financial, Inc.
INCREASED28947+242+515%$2.4K$14.1K+$11.8K2026-10-26
Networth Advisors, LLC
INCREASED20399+104+105%$5.0K$10.0K+$5.0K2026-11-03
Asset Dedication, LLC
NEW188—+188——$9.2K—2026-11-03
Advocate Investing Services LLC
INCREASED161143+18+13%$7.2K$7.9K+$6842026-10-26
Cullen T Bankers, Inc.
NEW103—+103——$5.0K—2026-10-28
Compass Financial Management LLC
INCREASED7532+43+134%$1.6K$3.7K+$2.1K2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED717100%$3.6K$3.5K-$1002026-10-16
SJS Investment Consulting Inc.
NEW67—+67——$3.3K—2026-10-26
Horizon Financial Services, LLC
NEW64—+64——$3.1K—2026-11-04
Essential Partners LLC
NEW63—+63——$3.1K—2026-10-14
Capital Investment Advisory Services, LLC
INCREASED5548+7+15%$2.4K$2.7K+$2782026-10-30
DecisionPoint Financial, LLC
UNCHANGED525200%$2.6K$2.6K-$402026-10-27
United Financial Planning Group LLC
NEW43—+43——$2.1K—2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED424200%$2.1K$2.1K-$602026-10-07
Lynch Investment Planning, LLC
NEW36—+36——$1.8K—2026-10-27
NBT Bank, N.A.
UNCHANGED161600%$806$783-$232026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED131300%$655$636-$192026-10-27
Scarborough Advisors, LLC
CLOSED015,960-15,960-100%$786.2K$0-$786.2K2026-10-16
CPR Investments Inc.
CLOSED011,712-11,712-100%$589.9K$0-$589.9K2026-10-26
Triad Wealth Partners, LLC
CLOSED010,811-10,811-100%$536.2K$0-$536.2K2026-10-26
StoneX Group Inc.
CLOSED05,380-5,380-100%$271.0K$0-$271.0K2026-11-03
Tucker Asset Management LLC
CLOSED0565-565-100%$28.5K$0-$28.5K2026-10-29
Decker Retirement Planning Inc.
CLOSED0473-473-100%$23.8K$0-$23.8K2026-10-19
Archer Investment Corp
CLOSED0286-286-100%$14.4K$0-$14.4K2026-11-05
AdvisorNet Financial, Inc
CLOSED095-95-100%$4.8K$0-$4.8K2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED060-60-100%$3.0K$0-$3.0K2026-10-27
CX Institutional
CLOSED046-46-100%$2$0-$22026-10-02
Envestnet Asset Management Inc
N/A—40,809,147-40,809,147-100%$2.1B———
LPL Financial LLC
N/A—14,922,976-14,922,976-100%$751.7M———
BlackRock, Inc.
N/A—8,463,008-8,463,008-100%$426.3M———
JPMorgan Chase & Co
N/A—5,837,189-5,837,189-100%$291.4M———
Morgan Stanley
N/A—4,589,028-4,589,028-100%$231.1M———
MML Investors Services, LLC
N/A—3,450,085-3,450,085-100%$173.8M———
Envestnet Portfolio Solutions, Inc.
N/A—3,426,293-3,426,293-100%$172.6M———
Cetera Investment Advisers
N/A—2,644,524-2,644,524-100%$133.2M———
Bank of America Corp
N/A—2,472,059-2,472,059-100%$124.5M———
Janney Montgomery Scott LLC
N/A—2,069,473-2,069,473-100%$104.2M———
Bank of New York Mellon Corp
N/A—2,015,401-2,015,401-100%$101.5M———
OneDigital Investment Advisors LLC
N/A—1,484,085-1,484,085-100%$74.8M———
Sanctuary Advisors, LLC
N/A—1,176,984-1,176,984-100%$59.3M———
NewEdge Advisors, LLC
N/A—1,108,317-1,108,317-100%$55.8M———
United Capital Financial Advisors, LLC
N/A—936,830-936,830-100%$47.2M———
Thrivent Financial for Lutherans
N/A—891,956-891,956-100%$44.9M———
Stifel Financial Corp
N/A—868,266-868,266-100%$43.7M———
Osaic Holdings, Inc.
N/A—829,373-829,373-100%$41.8M———
Raymond James Financial Inc
N/A—581,949-581,949-100%$29.3M———
Cerity Partners LLC
N/A—524,753-524,753-100%$26.4M———
AE Wealth Management LLC
N/A—494,328-494,328-100%$24.9M———
Icon Wealth Advisors, LLC
N/A—479,110-479,110-100%$24.1M———
Royal Bank of Canada
N/A—408,780-408,780-100%$20.6M———
CreativeOne Wealth, LLC
N/A—407,129-407,129-100%$20.5M———
Ameritas Advisory Services, LLC
N/A—296,803-296,803-100%$14.9M———
Arax Advisory Partners
N/A—291,470-291,470-100%$14.7M———
Orion Porfolio Solutions, LLC
N/A—287,976-287,976-100%$14.5M———
&partners
N/A—266,318-266,318-100%$13.6M———
Marks Group Wealth Management, Inc
N/A—262,154-262,154-100%$13.2M———
Vestmark Advisory Solutions, Inc.
N/A—256,317-256,317-100%$12.9M———
One Wealth Advisors, LLC
N/A—225,726-225,726-100%$11.4M———
Capital Analysts, LLC
N/A—216,925-216,925-100%$10.9M———
PAX Financial Group, LLC
N/A—209,573-209,573-100%$10.6M———
Equitable Holdings, Inc.
N/A—208,954-208,954-100%$10.5M———
Keystone Financial Services
N/A—202,072-202,072-100%$10.2M———
Wealth Alliance, LLC
N/A—197,016-197,016-100%$9.9M———
Steward Partners Investment Advisory, LLC
N/A—179,157-179,157-100%$9.0M———
Principal Securities, Inc.
N/A—175,876-175,876-100%$8.9M———
Global Retirement Partners, LLC
N/A—171,662-171,662-100%$8.6M———
Modern Wealth Management, LLC
N/A—170,065-170,065-100%$8.6M———
Kilter Group LLC
N/A—163,657-163,657-100%$8.2M———
Legacy Financial Group LLC
N/A—162,345-162,345-100%$8.2M———
Regal Investment Advisors LLC
N/A—156,435-156,435-100%$7.9M———
Keystone Financial Group
N/A—149,088-149,088-100%$7.5M———
Rothschild Wealth LLC
N/A—139,490-139,490-100%$7.0M———
Invst, LLC
N/A—130,269-130,269-100%$6.6M———
Steelhead Wealth Management LLC
N/A—112,715-112,715-100%$5.7M———
Merit Financial Group, LLC
N/A—112,699-112,699-100%$5.7M———
Stratos Wealth Partners, Ltd.
N/A—112,248-112,248-100%$5.7M———
Waverly Advisors, LLC
N/A—109,509-109,509-100%$5.5M———
Mariner, LLC
N/A—107,818-107,818-100%$5.4M———
World Investment Advisors
N/A—105,934-105,934-100%$5.2M———
Integrated Wealth Concepts LLC
N/A—104,152-104,152-100%$5.2M———
Synergy Investment Management, LLC
N/A—103,762-103,762-100%$5.2M———
WealthShield Partners, LLC
N/A—102,111-102,111-100%$5.1M———
Twin Peaks Wealth Advisors, LLC
N/A—101,674-101,674-100%$5.1M———
Vertex Planning Partners, LLC
N/A—101,223-101,223-100%$5.1M———
Bcgm Wealth Management, LLC
N/A—99,030-99,030-100%$5.0M———
Perennial Investment Advisors, LLC
N/A—95,211-95,211-100%$4.8M———
Mayflower Financial Advisors, LLC
N/A—94,310-94,310-100%$4.8M———
WCG Wealth Advisors LLC
N/A—90,380-90,380-100%$4.6M———
Gateway Wealth Partners, LLC
N/A—90,297-90,297-100%$4.5M———
Strategies Wealth Advisors, LLC
N/A—85,096-85,096-100%$4.3M———
Private Advisor Group, LLC
N/A—82,069-82,069-100%$4.1M———
Advisory Services Network, LLC
N/A—81,569-81,569-100%$4.1M———
Beacon Bridge Wealth Partners, LLC
N/A—80,024-80,024-100%$4.0M———
Endeavor Private Wealth, Inc.
N/A—79,233-79,233-100%$4.0M———
Summit Financial, LLC
N/A—78,804-78,804-100%$4.0M———
Advyzon Investment Management, LLC
N/A—78,260-78,260-100%$3.9M———
Frisch Financial Group, Inc.
N/A—77,831-77,831-100%$3.9M———
Founders Financial Alliance, LLC
N/A—75,051-75,051-100%$3.8M———
M1 Capital Management LLC
N/A—74,695-74,695-100%$3.8M———
Snowden Capital Advisors LLC
N/A—73,783-73,783-100%$3.7M———
Resolute Wealth Advisor, Inc.
N/A—72,870-72,870-100%$3.0M———
Curtis Wealth Management LLC
N/A—68,871-68,871-100%$3.5M———
Liberty Wealth Management LLC
N/A—68,516-68,516-100%$2.8M———
Foundations Investment Advisors, LLC
N/A—66,000-66,000-100%$3.3M———
Keebeck Wealth Management
N/A—65,652-65,652-100%$3.3M———
Daviman Financial, LLC
N/A—65,073-65,073-100%$3.3M———
Mercer Global Advisors Inc
N/A—64,456-64,456-100%$3.2M———
Schwallier Wealth Management LLC
N/A—63,785-63,785-100%$3.2M———
Mutual Advisors, LLC
N/A—60,202-60,202-100%$3.0M———
EQ LLC
N/A—58,505-58,505-100%$2.9M———
Spectrum Planning & Advisory Services Inc.
N/A—57,298-57,298-100%$2.9M———
Tradition Wealth Management, LLC
N/A—54,486-54,486-100%$2.7M———
Leigh Baldwin & Co., LLC
N/A—53,657-53,657-100%$2.7M———
Shared Vision Wealth Group LLC
N/A—52,440-52,440-100%$2.6M———
Kovack Advisors, Inc.
N/A—50,145-50,145-100%$2.5M———
National Bank of Canada
N/A—48,985-48,985-100%$2.5M———
Chatterton & Associates Inc.
N/A—48,792-48,792-100%$2.4M———
Beto Financial Group, LLC
N/A—47,618-47,618-100%$2.3M———
HighTower Advisors, LLC
N/A—47,416-47,416-100%$2.4M———
Fiduciary Financial Advisors
N/A—46,438-46,438-100%$2.3M———
Baird Financial Group, Inc.
N/A—46,350-46,350-100%$2.3M———
Theory Financial LLC
N/A—46,213-46,213-100%$2.3M———
Intentional Wealth Strategies, LLC
N/A—45,492-45,492-100%$2.3M———
Redwood Investment Management, LLC
N/A—44,483-44,483-100%$2.2M———
Hopwood Nicholas Hunter
N/A—43,318-43,318-100%$2.2M———
Argent Trust Co
N/A—41,017-41,017-100%$2.1M———
Wealthgarden F.S. LLC
N/A—40,129-40,129-100%$2.0M———
Arkadios Wealth Advisors
N/A—39,510-39,510-100%$2.0M———
Blalock Williams, LLC
N/A—36,459-36,459-100%$1.8M———
Barnes Wealth Management Group, Inc
N/A—35,384-35,384-100%$1.8M———
LifePlan Investment Advisors, Inc.
N/A—35,252-35,252-100%$1.8M———
Davis Wealth Advisors, LLC
N/A—33,342-33,342-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—32,496-32,496-100%$1.6M———
IFG Advisory, LLC
N/A—31,190-31,190-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—29,789-29,789-100%$1.5M———
Van Hulzen Asset Management, LLC
N/A—27,060-27,060-100%$1.4M———
WNY Asset Management, LLC
N/A—24,148-24,148-100%$1.2M———
Capital Investment Management, Inc.
N/A—24,033-24,033-100%$1.2M———
Benjamin Edwards Inc
N/A—22,623-22,623-100%$1.1M———
Compound Planning, Inc.
N/A—22,345-22,345-100%$1.1M———
5T Wealth, LLC
N/A—21,673-21,673-100%$1.1M———
WealthTrak Capital Management LLC
N/A—21,284-21,284-100%$1.1M———
GatePass Capital, LLC
N/A—20,980-20,980-100%$1.1M———
EFG International AG
N/A—20,058-20,058-100%$1.0M———
IHT Wealth Management, LLC
N/A—19,745-19,745-100%$994.6K———
LaSalle St. Investment Advisors, LLC
N/A—19,048-19,048-100%$959.4K———
Centaurus Financial, Inc.
N/A—18,966-18,966-100%$955.0K———
Transamerica Financial Advisors, LLC
N/A—18,827-18,827-100%$948.4K———
Sovereign Financial Group, Inc.
N/A—18,825-18,825-100%$948.2K———
J.W. Cole Advisors, Inc.
N/A—18,350-18,350-100%$924.3K———
Vantus Wealth LLC
N/A—18,154-18,154-100%$914.4K———
Harbour Investments, Inc.
N/A—18,132-18,132-100%$913.3K———
Goldstone Financial Group, LLC
N/A—16,143-16,143-100%$813.1K———
US Bancorp \de\
N/A—15,503-15,503-100%$780.9K———
Fifth Third Bancorp
N/A—15,390-15,390-100%$775.2K———
Smartleaf Asset Management LLC
N/A—14,948-14,948-100%$746.2K———
Cary Street Partners Investment Advisory LLC
N/A—14,806-14,806-100%$745.8K———
Alta Wealth Advisors LLC
N/A—14,425-14,425-100%$726.6K———
Transcend Capital Advisors, LLC
N/A—14,225-14,225-100%$716.5K———
Nwam LLC
N/A—13,845-13,845-100%$697.4K———
Maripau Wealth Management LLC
N/A—13,845-13,845-100%$697.2K———
Aspire Private Capital, LLC
N/A—13,203-13,203-100%$665.0K———
Savvy Advisors, Inc.
N/A—13,127-13,127-100%$661.2K———
Kickstand Ventures, Llc.
N/A—12,716-12,716-100%$640.5K———
Tyche Wealth Partners LLC
N/A—11,600-11,600-100%$584.3K———
Resurgent Financial Advisors LLC
N/A—11,594-11,594-100%$584.0K———
GeoWealth Management, LLC
N/A—11,131-11,131-100%$560.7K———
Ausdal Financial Partners, Inc.
N/A—10,477-10,477-100%$527.7K———
PFG Investments, LLC
N/A—10,018-10,018-100%$504.6K———
Focus Partners Advisor Solutions, LLC
N/A—9,953-9,953-100%$501.3K———
Lifeworks Advisors, LLC
N/A—9,518-9,518-100%$479.4K———
GWN Securities Inc.
N/A—9,437-9,437-100%$475.4K———
Imprint Wealth LLC
N/A—9,397-9,397-100%$473.3K———
BFC Planning, Inc.
N/A—9,100-9,100-100%$458.3K———
Gladstone Institutional Advisory LLC
N/A—9,068-9,068-100%$456.8K———
Gallagher Fiduciary Advisors, LLC
N/A—8,345-8,345-100%$420.3K———
JT Stratford LLC
N/A—7,746-7,746-100%$390.2K———
Main Street Financial Solutions, LLC
N/A—7,741-7,741-100%$389.9K———
Cadia Private Client LLC
N/A—6,717-6,717-100%$338.4K———
Concorde Asset Management, LLC
N/A—6,577-6,577-100%$331.3K———
VestGen Investment Management
N/A—6,512-6,512-100%$328.0K———
Arvest Bank Trust Division
N/A—6,129-6,129-100%$308.7K———
CFO4Life Group, LLC
N/A—6,054-6,054-100%$305.0K———
Moors & Cabot, Inc.
N/A—5,834-5,834-100%$293.9K———
QRG Capital Management, Inc.
N/A—5,545-5,545-100%$279.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,360-5,360-100%$270.0K———
Seeds Investor LLC
N/A—5,098-5,098-100%$256.8K———
Yukon Wealth Management, Inc.
N/A—5,083-5,083-100%$256.0K———
Pinnacle Family Advisors, LLC
N/A—5,017-5,017-100%$252.7K———
Continuum Advisory, LLC
N/A—4,786-4,786-100%$241.1K———
Legacy Edge Advisors, LLC
N/A—4,596-4,596-100%$231.5K———
FLP Wealth Management, LLC
N/A—4,506-4,506-100%$226.9K———
Beacon Pointe Advisors, LLC
N/A—4,473-4,473-100%$225.3K———
Western Wealth Management, LLC
N/A—4,444-4,444-100%$223.9K———
Prosperity Consulting Group, LLC
N/A—4,279-4,279-100%$215.5K———
Empirical Asset Management, LLC
N/A—4,164-4,164-100%$209.7K———
Sequent Planning LLC
N/A—4,086-4,086-100%$205.8K———
EP Wealth Advisors, LLC
N/A—3,708-3,708-100%$186.8K———
Vision Retirement, LLC
N/A—3,366-3,366-100%$169.6K———
New Republic Capital, LLC
N/A—3,185-3,185-100%$160.4K———
FMR LLC
N/A—2,835-2,835-100%$142.8K———
Capital Advisor Network LLC
N/A—2,414-2,414-100%$121.6K———
Wells Fargo & Company
N/A—2,077-2,077-100%$104.6K———
IMA Advisory Services, Inc.
N/A—1,650-1,650-100%$83.1K———
Cary Street Partners Financial LLC
N/A—1,450-1,450-100%$73.0K———
Allworth Financial LP
N/A—966-966-100%$48.7K———
Bank of Montreal
N/A—961-961-100%$48.4K———
Beaird Harris Wealth Management, LLC
N/A—875-875-100%$44.1K———
Tower Research Capital LLC (TRC)
N/A—860-860-100%$43.3K———
Aptus Capital Advisors, LLC
N/A—853-853-100%$43.0K———
Cordant, Inc.
N/A—679-679-100%$34.2K———
Atlantic Union Bankshares Corp
N/A—580-580-100%$29.2K———
Crewe Advisors LLC
N/A—334-334-100%$16.8K———
JPL Wealth Management, LLC
N/A—303-303-100%$15.3K———
Central Trust Co
N/A—283-283-100%$14.3K———
SHP Wealth Management
N/A—220-220-100%$11.1K———
Huntington National Bank
N/A—203-203-100%$10.2K———
Northwestern Mutual Wealth Management Co
N/A—178-178-100%$9.0K———
Fourth Dimension Wealth, LLC
N/A—141-141-100%$7.1K———
Johnson Financial Group, Inc.
N/A—124-124-100%$6.2K———
Tidemark, LLC
N/A—121-121-100%$6.1K———
Clearstead Advisors, LLC
N/A—104-104-100%$5.2K———
O'shaughnessy Asset Management, LLC
N/A—83-83-100%$4.2K———
UBS Group AG
N/A—80-80-100%$4.0K———
Federation des caisses Desjardins du Quebec
N/A—63-63-100%$3.2K———
Jones Financial Companies Lllp
N/A—41-41-100%$2.0K———
Bogart Wealth, LLC
N/A—14-14-100%$705———
Keating Financial Advisory Services, Inc.
N/A—11-11-100%$554———
Showing 477 of 477 institutions