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Bluerock Private Real Estate (BPRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares5,911,211 from 5,496,468
Change+414,743 (+8%)
Value$74.1M (+$2.6M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,317,323 from 4,679,291
Change-361,968 (-8%)
Value$54.1M (-$6.7M)
Filed 2026-11-02
Midland Wealth Advisors, LLC
INCREASED
Shares4,032,986 from 2,855,960
Change+1,177,026 (+41%)
Value$50.6M (+$13.4M)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
INCREASED
Shares2,731,992 from 2,040,083
Change+691,909 (+34%)
Value$34.3M (+$7.7M)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares1,122,211 from 1,254,525
Change-132,314 (-11%)
Value$14.1M (-$2.2M)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares609,920 from 454,953
Change+154,967 (+34%)
Value$7.6M (+$1.6M)
Filed 2026-10-13
Matisse Capital
INCREASED
Shares450,000 from 300,000
Change+150,000 (+50%)
Value$5.6M (+$1.7M)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED
Shares436,118 from 487,564
Change-51,446 (-11%)
Value$5.5M (-$874.3K)
Filed 2026-11-05
Guardian Financial Partners, LLC
DECREASED
Shares413,285 from 427,239
Change-13,954 (-3%)
Value$5.2M (-$375.8K)
Filed 2026-11-04
Turning Point Benefit Group, Inc.
DECREASED
Shares311,907 from 314,277
Change-2,370 (-1%)
Value$3.9M (-$152.5K)
Filed 2026-10-28
Creative Planning
DECREASED
Shares302,368 from 340,060
Change-37,692 (-11%)
Value$3.8M (-$632.5K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
DECREASED
Shares296,516 from 324,687
Change-28,171 (-9%)
Value$3.7M (-$505.9K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares262,276 from 209,200
Change+53,076 (+25%)
Value$3.3M (+$567.2K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares243,770 from 253,570
Change-9,800 (-4%)
Value$3.1M (-$242.1K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares242,783 from 383,720
Change-140,937 (-37%)
Value$3.0M (-$1.9M)
Filed 2026-10-22
Noble Wealth Management PBC
INCREASED
Shares226,094 from 108,583
Change+117,511 (+108%)
Value$2.8M (+$1.4M)
Filed 2026-10-01
Capital Investment Advisory Services, LLC
DECREASED
Shares220,490 from 238,624
Change-18,134 (-8%)
Value$2.8M (-$339.6K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares217,179 from 193,645
Change+23,534 (+12%)
Value$2.7M (+$204.1K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares198,876 from 160,176
Change+38,700 (+24%)
Value$2.5M (+$410.0K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
DECREASED
Shares191,288 from 204,959
Change-13,671 (-7%)
Value$2.4M (-$267.8K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares177,357 from 214,712
Change-37,355 (-17%)
Value$2.2M (-$569.4K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares161,666 from 116,970
Change+44,696 (+38%)
Value$2.0M (+$505.5K)
Filed 2026-10-23
Family Office Research LLC
DECREASED
Shares153,522 from 195,235
Change-41,713 (-21%)
Value$1.9M (-$614.8K)
Filed 2026-10-14
Dudley Capital Management, LLC
INCREASED
Shares148,112 from 143,381
Change+4,731 (+3%)
Value$1.9M (-$8.1K)
Filed 2026-10-23
Soltis Investment Advisors LLC
DECREASED
Shares138,204 from 305,474
Change-167,270 (-55%)
Value$1.7M (-$2.2M)
Filed 2026-10-28
Closed-End Fund Advisors, Inc.
DECREASED
Shares136,132 from 208,547
Change-72,415 (-35%)
Value$1.7M (-$1.0M)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares132,338 from 184,993
Change-52,655 (-28%)
Value$1.7M (-$747.2K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares131,593 from 123,535
Change+8,058 (+7%)
Value$1.7M (+$43.0K)
Filed 2026-11-05
Spinnaker Investment Group, LLC
DECREASED
Shares121,942 from 141,008
Change-19,066 (-14%)
Value$1.5M (-$305.4K)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares115,627 from 128,751
Change-13,124 (-10%)
Value$1.4M (-$225.1K)
Filed 2026-10-22
Pinkerton Wealth, LLC
DECREASED
Shares115,485 from 227,876
Change-112,391 (-49%)
Value$1.4M (-$2.3M)
Filed 2026-10-29
True Freedom Investing, LLC
DECREASED
Shares110,930 from 219,883
Change-108,953 (-50%)
Value$1.4M (-$2.3M)
Filed 2026-10-29
WealthPoint Financial, LLC
DECREASED
Shares108,335 from 112,782
Change-4,447 (-4%)
Value$1.4M (-$108.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares102,072 from 112,206
Change-10,134 (-9%)
Value$1.3M (-$122.9K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares99,665 from 99,765
Change-100 (0%)
Value$1.3M (-$1.3K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares98,865 from 98,004
Change+861 (+1%)
Value$1.2M (-$35.3K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares98,063 from 116,815
Change-18,752 (-16%)
Value$1.2M (-$298.6K)
Filed 2026-11-05
Veracity Capital LLC
INCREASED
Shares96,052 from 95,938
Change+114 (+0%)
Value$1.2M (-$43.7K)
Filed 2026-10-08
Ignite Planners, LLC
DECREASED
Shares89,893 from 100,670
Change-10,777 (-11%)
Value$1.1M (-$182.5K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares87,779 from 72,052
Change+15,727 (+22%)
Value$1.1M (+$170.4K)
Filed 2026-11-02
Nova R Wealth, Inc.
DECREASED
Shares87,208 from 100,304
Change-13,096 (-13%)
Value$1.1M (-$211.4K)
Filed 2026-10-26
UMB Bank, n.a.
DECREASED
Shares87,050 from 95,237
Change-8,187 (-9%)
Value$1.1M (-$147.4K)
Filed 2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares86,643 from 82,090
Change+4,553 (+6%)
Value$1.1M (+$18.5K)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares85,678 from 73,211
Change+12,467 (+17%)
Value$1.1M (+$121.9K)
Filed 2026-11-02
Avior Wealth Management, LLC
INCREASED
Shares84,074 from 83,004
Change+1,070 (+1%)
Value$1.1M (-$25.6K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares83,916 from 97,875
Change-13,959 (-14%)
Value$1.1M (-$221.1K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares82,641 from 64,111
Change+18,530 (+29%)
Value$1.0M (+$202.2K)
Filed 2026-10-23
Summit Investment Advisory Services, LLC
INCREASED
Shares79,693 from 71,422
Change+8,271 (+12%)
Value$999.3K (+$70.1K)
Filed 2026-11-03
RHS Financial, LLC
INCREASED
Shares78,506 from 76,852
Change+1,654 (+2%)
Value$984.5K (-$15.4K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares77,682 from 90,672
Change-12,990 (-14%)
Value$974.1K (-$205.5K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares73,176 from 68,139
Change+5,037 (+7%)
Value$917.6K (+$31.1K)
Filed 2026-10-20
CX Institutional
DECREASED
Shares72,131 from 81,360
Change-9,229 (-11%)
Value$905 (-$1.1M)
Filed 2026-10-02
Gallacher Capital Management LLC
DECREASED
Shares64,301 from 69,360
Change-5,059 (-7%)
Value$806.3K (-$96.0K)
Filed 2026-10-30
Summit Financial Wealth Advisors, LLC
DECREASED
Shares61,722 from 69,712
Change-7,990 (-11%)
Value$774.0K (-$133.0K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares55,757 from 79,186
Change-23,429 (-30%)
Value$699.2K (-$331.0K)
Filed 2026-10-29
Welch Financial Planning, LLC
DECREASED
Shares54,097 from 61,831
Change-7,734 (-13%)
Value$678.4K (-$126.0K)
Filed 2026-11-06
WBI Investments, LLC
DECREASED
Shares50,173 from 52,405
Change-2,232 (-4%)
Value$629.2K (-$52.6K)
Filed 2026-11-05
Berkeley, Inc
DECREASED
Shares47,494 from 64,501
Change-17,007 (-26%)
Value$595.6K (-$243.6K)
Filed 2026-10-20
Retirement Financial Solutions, LLC
DECREASED
Shares45,221 from 45,366
Change-145 (0%)
Value$567.1K (-$23.1K)
Filed 2026-10-20
World Equity Group, Inc.
DECREASED
Shares44,283 from 50,475
Change-6,192 (-12%)
Value$555.3K (-$101.4K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares43,908 from 55,045
Change-11,137 (-20%)
Value$527.8K (-$188.4K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares43,338 from 55,783
Change-12,445 (-22%)
Value$543.0K (-$183.0K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares43,112 from 123,003
Change-79,891 (-65%)
Value$540.6K (-$1.1M)
Filed 2026-10-21
Capital Investment Counsel, Inc
INCREASED
Shares42,873 from 38,463
Change+4,410 (+11%)
Value$537.6K (+$37.2K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares41,352 from 43,916
Change-2,564 (-6%)
Value$518.6K (-$52.8K)
Filed 2026-10-19
Plancorp, LLC
NEW
Shares40,877
Change+40,877
Value$506.1K
Filed 2026-11-03
Tcfg Investment Advisors, LLC
DECREASED
Shares39,571 from 43,466
Change-3,895 (-9%)
Value$496.2K (-$69.3K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares37,732 from 404,879
Change-367,147 (-91%)
Value$473.2K (-$4.8M)
Filed 2026-10-20
Quantum Financial Partners LLC
INCREASED
Shares36,987 from 26,777
Change+10,210 (+38%)
Value$463.8K (+$115.4K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares36,877 from 36,395
Change+482 (+1%)
Value$462.4K (-$11.1K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares36,589 from 35,132
Change+1,457 (+4%)
Value$455.5K (+$16.0K)
Filed 2026-10-27
Csenge Advisory Group
DECREASED
Shares35,983 from 38,621
Change-2,638 (-7%)
Value$451.2K (-$51.2K)
Filed 2026-11-04
Traphagen Investment Advisors LLC
DECREASED
Shares34,790 from 1,168,414
Change-1,133,624 (-97%)
Value$436.3K (-$14.8M)
Filed 2026-10-14
HRC Wealth Management, LLC
INCREASED
Shares34,520 from 34,178
Change+342 (+1%)
Value$432.9K (-$11.8K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
DECREASED
Shares33,379 from 35,495
Change-2,116 (-6%)
Value$418.6K (-$43.2K)
Filed 2026-11-06
TrueMark Investments, LLC
NEW
Shares32,052
Change+32,052
Value$401.9K
Filed 2026-11-05
R2 Capital Strategies, LLC
INCREASED
Shares31,997 from 27,252
Change+4,745 (+17%)
Value$401.2K (+$46.7K)
Filed 2026-10-15
StoneX Group Inc.
DECREASED
Shares30,606 from 41,144
Change-10,538 (-26%)
Value$383.8K (-$158.3K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares28,633 from 31,950
Change-3,317 (-10%)
Value$359.1K (-$56.6K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
INCREASED
Shares27,800 from 27,342
Change+458 (+2%)
Value$348.6K (-$7.1K)
Filed 2026-10-22
Castleview Partners, LLC
INCREASED
Shares27,456 from 24,940
Change+2,516 (+10%)
Value$344.3K (+$19.8K)
Filed 2026-10-09
Merit Financial Group, LLC
INCREASED
Shares27,347 from 22,521
Change+4,826 (+21%)
Value$342.9K (+$49.9K)
Filed 2026-11-06
CLG LLC
DECREASED
Shares27,296 from 28,566
Change-1,270 (-4%)
Value$342.3K (-$29.4K)
Filed 2026-10-13
Greenup Street Wealth Management LLC
DECREASED
Shares26,796 from 27,090
Change-294 (-1%)
Value$336.0K (-$16.4K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares26,010 from 26,064
Change-54 (0%)
Value$326.2K (-$12.9K)
Filed 2026-11-04
Providence Wealth Advisors, LLC
INCREASED
Shares25,544 from 25,197
Change+347 (+1%)
Value$324.1K (-$2.4K)
Filed 2026-10-29
M Holdings Securities, Inc.
DECREASED
Shares24,615 from 80,480
Change-55,865 (-69%)
Value$307.0K (+$305.9K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares24,326
Change+24,326
Value$305.1K
Filed 2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares23,996 from 24,396
Change-400 (-2%)
Value$300.9K (-$16.5K)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares23,268 from 27,658
Change-4,390 (-16%)
Value$291.8K (-$68.0K)
Filed 2026-11-04
United Advisor Group, LLC
DECREASED
Shares23,126 from 27,412
Change-4,286 (-16%)
Value$290.0K (-$66.6K)
Filed 2026-11-03
Vise Technologies, Inc.
DECREASED
Shares22,670 from 26,697
Change-4,027 (-15%)
Value$284.3K (-$63.0K)
Filed 2026-10-29
Cathy Pareto & Associates, Inc
DECREASED
Shares21,976 from 23,980
Change-2,004 (-8%)
Value$275.6K (-$36.4K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares20,501 from 20,266
Change+235 (+1%)
Value$257.1K (-$6.6K)
Filed 2026-10-16
Aviso Wealth Management
DECREASED
Shares20,197 from 21,374
Change-1,177 (-6%)
Value$253.3K (-$24.8K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
DECREASED
Shares19,770 from 27,432
Change-7,662 (-28%)
Value$247.9K (-$109.0K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares17,370 from 16,566
Change+804 (+5%)
Value$217.8K (+$2.3K)
Filed 2026-10-20
Cooper Financial Group
DECREASED
Shares16,764 from 41,297
Change-24,533 (-59%)
Value$210.2K (-$327.1K)
Filed 2026-10-07
Bright Futures Wealth Management, Llc.
DECREASED
Shares16,266 from 16,271
Change-5 (0%)
Value$204.0K (-$7.7K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares16,142 from 15,832
Change+310 (+2%)
Value$202.4K (-$3.5K)
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares15,753 from 17,595
Change-1,842 (-10%)
Value$197.5K (-$31.4K)
Filed 2026-10-23
Eagle Bay Advisors LLC
NEW
Shares15,000
Change+15,000
Value$188.1K
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares13,875 from 16,136
Change-2,261 (-14%)
Value$174.0K (-$35.9K)
Filed 2026-11-04
Sowell Financial Services LLC
UNCHANGED
Shares13,506 from 13,506
Change0 (0%)
Value$169.4K (-$6.3K)
Filed 2026-10-23
Brucke Financial, Inc.
DECREASED
Shares13,457 from 14,255
Change-798 (-6%)
Value$168.8K (-$16.7K)
Filed 2026-10-23
Intrua Financial, LLC
UNCHANGED
Shares13,054 from 13,054
Change0 (0%)
Value$163.7K (-$6.1K)
Filed 2026-10-28
Trademark Financial Management, LLC
DECREASED
Shares12,959 from 29,830
Change-16,871 (-57%)
Value$162.5K (-$225.6K)
Filed 2026-10-23
Tucker Asset Management LLC
DECREASED
Shares12,866 from 13,663
Change-797 (-6%)
Value$161.3K (-$16.4K)
Filed 2026-10-29
Carmel Capital Partners, LLC
NEW
Shares12,756
Change+12,756
Value$160.0K
Filed 2026-11-03
Sound Income Strategies, LLC
DECREASED
Shares12,599 from 13,932
Change-1,333 (-10%)
Value$163.9K (-$17.3K)
Filed 2026-10-09
25 LLC
UNCHANGED
Shares12,585 from 12,585
Change0 (0%)
Value$157.8K (-$5.9K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares12,234 from 12,136
Change+98 (+1%)
Value$153.4K (-$4.5K)
Filed 2026-10-16
Commerce Advisors, LLC
DECREASED
Shares12,231 from 13,985
Change-1,754 (-13%)
Value$153.4K (-$28.6K)
Filed 2026-10-19
Lido Advisors, LLC
DECREASED
Shares11,811 from 12,021
Change-210 (-2%)
Value$148.1K (-$8.3K)
Filed 2026-11-04
KWB Wealth
INCREASED
Shares11,673 from 11,299
Change+374 (+3%)
Value$146.4K (-$624)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares10,888 from 10,538
Change+350 (+3%)
Value$136.5K (-$564)
Filed 2026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares10,709 from 10,503
Change+206 (+2%)
Value$134.3K (-$2.4K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
NEW
Shares10,560
Change+10,560
Value$132.4K
Filed 2026-10-29
BOS Asset Management, LLC
INCREASED
Shares10,505 from 10,302
Change+203 (+2%)
Value$131.7K (-$2.3K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares8,760 from 17,867
Change-9,107 (-51%)
Value$109.9K (-$122.6K)
Filed 2026-10-08
Rossby Financial, LCC
DECREASED
Shares7,842 from 212,056
Change-204,214 (-96%)
Value$98.3K (-$2.7M)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares7,439 from 3,439
Change+4,000 (+116%)
Value$93.3K (+$48.5K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares7,243 from 7,243
Change0 (0%)
Value$94.2K ($0)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares7,233 from 7,989
Change-756 (-9%)
Value$90.7K (-$13.2K)
Filed 2026-10-16
Arlington Trust Co LLC
UNCHANGED
Shares6,464 from 6,464
Change0 (0%)
Value$81.1K (-$3.0K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares6,148 from 6,513
Change-365 (-6%)
Value$77.1K (-$7.6K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,220 from 1,675
Change+3,545 (+212%)
Value$65.5K (+$43.7K)
Filed 2026-10-27
Transce3nd, LLC
INCREASED
Shares4,851 from 506
Change+4,345 (+859%)
Value$59.7K (+$53.1K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$50.4K (-$1.4K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares3,972 from 3,972
Change0 (0%)
Value$49.8K (-$1.9K)
Filed 2026-10-05
Vima LLC
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$45.3K (-$1.7K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares3,584 from 2,164
Change+1,420 (+66%)
Value$45.0K (+$16.8K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,445 from 3,445
Change0 (0%)
Value$43.2K (-$1.6K)
Filed 2026-11-06
Valued Wealth Advisors LLC
UNCHANGED
Shares3,088 from 3,088
Change0 (0%)
Value$38.7K (-$1.5K)
Filed 2026-11-05
Gen-Wealth Partners Inc
DECREASED
Shares3,027 from 3,228
Change-201 (-6%)
Value$38.0K (-$4.0K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares2,649 from 1,367
Change+1,282 (+94%)
Value$33.2K (+$15.4K)
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares1,704 from 1,200
Change+504 (+42%)
Value$21.4K (+$5.8K)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares1,400 from 1,355
Change+45 (+3%)
Value$17.6K (-$73)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,314 from 384
Change+930 (+242%)
Value$16.5K (+$11.5K)
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares1,214 from 2,500
Change-1,286 (-51%)
Value$15.2K (-$17.3K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$13.5K (-$506)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares679 from 657
Change+22 (+3%)
Value$8.5K (-$35)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares648
Change+648
Value$8.1K
Filed 2026-10-09
James T. Borello RIA
INCREASED
Shares648 from 628
Change+20 (+3%)
Value$8.1K (-$34)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares506 from 491
Change+15 (+3%)
Value$6.4K (-$26)
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares336
Change+336
Value$4.2K
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$4.2K (-$158)
Filed 2026-11-03
Salomon & Ludwin, LLC
INCREASED
Shares299 from 290
Change+9 (+3%)
Value$3.8K (-$16)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
INCREASED
Shares296 from 287
Change+9 (+3%)
Value$3.7K (-$16)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$3.2K (-$119)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$1.5K (-$55)
Filed 2026-10-30
Quaker Wealth Management, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$1.1K (-$41)
Filed 2026-10-22
Golden State Wealth Management, LLC
NEW
Shares73
Change+73
Value$915
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares15 from 40
Change-25 (-62%)
Value$188 (-$332)
Filed 2026-10-21
Mosley Wealth Management
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$176 (-$1)
Filed 2026-10-16
Uniting Wealth Partners, LLC
CLOSED
Shares0 from 153,712
Change-153,712 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-06
Madrona Financial Services, LLC
CLOSED
Shares0 from 116,808
Change-116,808 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-23
Imc-Chicago, LLC
CLOSED
Shares0 from 70,580
Change-70,580 (-100%)
Value$0 (-$918.2K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
CLOSED
Shares0 from 51,118
Change-51,118 (-100%)
Value$0 (-$665.0K)
Filed 2026-10-13
Spectrum Strategic Capital Management, LLC
CLOSED
Shares0 from 39,489
Change-39,489 (-100%)
Value$0 (-$513.8K)
Filed 2026-10-22
Milestone Asset Management, LLC
CLOSED
Shares0 from 35,470
Change-35,470 (-100%)
Value$0 (-$461.5K)
Filed 2026-10-15
RMR Wealth Builders
CLOSED
Shares0 from 34,618
Change-34,618 (-100%)
Value$0 (-$450.4K)
Filed 2026-10-22
Trilogy Capital Inc.
CLOSED
Shares0 from 25,461
Change-25,461 (-100%)
Value$0 (-$331.2K)
Filed 2026-10-20
Cornerstone Wealth, LLC
CLOSED
Shares0 from 23,864
Change-23,864 (-100%)
Value$0 (-$318.1K)
Filed 2026-10-28
Fiduciary Alliance LLC
CLOSED
Shares0 from 21,600
Change-21,600 (-100%)
Value$0 (-$281.0K)
Filed 2026-10-13
BIP Wealth, LLC
CLOSED
Shares0 from 19,009
Change-19,009 (-100%)
Value$0 (-$247.3K)
Filed 2026-10-22
Sentinel Advisory Group, LLC
CLOSED
Shares0 from 18,674
Change-18,674 (-100%)
Value$0 (-$242.9K)
Filed 2026-10-20
Cross Staff Investments Inc
CLOSED
Shares0 from 13,498
Change-13,498 (-100%)
Value$0 (-$175.6K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 11,307
Change-11,307 (-100%)
Value$0 (-$147.1K)
Filed 2026-10-13
Envision Financial LLC
CLOSED
Shares0 from 11,054
Change-11,054 (-100%)
Value$0 (-$143.8K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 10,437
Change-10,437 (-100%)
Value$0 (-$135.8K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,416
Change-1,416 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,290
Change-1,290 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 1,046
Change-1,046 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-15
Russell Investments Group, Ltd.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$26)
Filed 2026-11-06
Captrust Financial Advisors
N/A
Shares— from 7,712,982
Change-7,712,982 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 6,742,126
Change-6,742,126 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,257,464
Change-3,257,464 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,005,236
Change-3,005,236 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,781,441
Change-2,781,441 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,536,785
Change-2,536,785 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,930,752
Change-1,930,752 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,788,705
Change-1,788,705 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,694,251
Change-1,694,251 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 999,424
Change-999,424 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 893,749
Change-893,749 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 866,621
Change-866,621 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 638,028
Change-638,028 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 504,953
Change-504,953 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 503,296
Change-503,296 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 474,126
Change-474,126 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 450,514
Change-450,514 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 449,196
Change-449,196 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 445,794
Change-445,794 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 433,950
Change-433,950 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 429,508
Change-429,508 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 351,166
Change-351,166 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 343,950
Change-343,950 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 335,124
Change-335,124 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 327,525
Change-327,525 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 303,336
Change-303,336 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 301,045
Change-301,045 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 287,349
Change-287,349 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 286,833
Change-286,833 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 263,095
Change-263,095 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 261,672
Change-261,672 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 230,318
Change-230,318 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 213,234
Change-213,234 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 197,291
Change-197,291 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 193,822
Change-193,822 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 189,903
Change-189,903 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 183,660
Change-183,660 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 175,713
Change-175,713 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 163,170
Change-163,170 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 153,758
Change-153,758 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 153,165
Change-153,165 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 151,983
Change-151,983 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 143,629
Change-143,629 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 143,212
Change-143,212 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 138,138
Change-138,138 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 137,703
Change-137,703 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 134,583
Change-134,583 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 131,107
Change-131,107 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 127,607
Change-127,607 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 125,957
Change-125,957 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 124,596
Change-124,596 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 120,304
Change-120,304 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 118,756
Change-118,756 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 115,434
Change-115,434 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 114,728
Change-114,728 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 111,263
Change-111,263 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 109,918
Change-109,918 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 108,819
Change-108,819 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 108,244
Change-108,244 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 106,644
Change-106,644 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 105,645
Change-105,645 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 95,768
Change-95,768 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 94,543
Change-94,543 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 93,214
Change-93,214 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 92,832
Change-92,832 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 91,119
Change-91,119 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 84,534
Change-84,534 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 80,072
Change-80,072 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 79,601
Change-79,601 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 72,600
Change-72,600 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 68,783
Change-68,783 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 68,706
Change-68,706 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 68,197
Change-68,197 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 58,865
Change-58,865 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 58,035
Change-58,035 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 57,499
Change-57,499 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 56,468
Change-56,468 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 51,741
Change-51,741 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 51,683
Change-51,683 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 43,780
Change-43,780 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 42,998
Change-42,998 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 42,700
Change-42,700 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 40,303
Change-40,303 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 38,705
Change-38,705 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 38,629
Change-38,629 (-100%)
Value—
UBS Group AG
N/A
Shares— from 36,255
Change-36,255 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 34,388
Change-34,388 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 32,900
Change-32,900 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 32,580
Change-32,580 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 29,622
Change-29,622 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 29,190
Change-29,190 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 28,471
Change-28,471 (-100%)
Value—
Cruiser Capital Advisors, LLC
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 27,553
Change-27,553 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,408
Change-26,408 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 25,660
Change-25,660 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 25,636
Change-25,636 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 25,373
Change-25,373 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 23,948
Change-23,948 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 23,359
Change-23,359 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 21,445
Change-21,445 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 21,440
Change-21,440 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 21,224
Change-21,224 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,063
Change-20,063 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 19,848
Change-19,848 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 19,352
Change-19,352 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 17,970
Change-17,970 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 16,188
Change-16,188 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 15,683
Change-15,683 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,998
Change-14,998 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,884
Change-14,884 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 14,744
Change-14,744 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,253
Change-13,253 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,035
Change-10,035 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 8,085
Change-8,085 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 250
Change-250 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 171
Change-171 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 141
Change-141 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 93
Change-93 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Status
LPL Financial LLC
INCREASED5,911,2115,496,468+414,743+8%$71.5M$74.1M+$2.6M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED4,317,3234,679,291-361,968-8%$60.9M$54.1M-$6.7M2026-11-02
Midland Wealth Advisors, LLC
INCREASED4,032,9862,855,960+1,177,026+41%$37.2M$50.6M+$13.4M2026-10-26
Quadrant Private Wealth Management, LLC
INCREASED2,731,9922,040,083+691,909+34%$26.5M$34.3M+$7.7M2026-11-04
Independent Financial Group, LLC
DECREASED1,122,2111,254,525-132,314-11%$16.3M$14.1M-$2.2M2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED609,920454,953+154,967+34%$6.1M$7.6M+$1.6M2026-10-13
Matisse Capital
INCREASED450,000300,000+150,000+50%$3.9M$5.6M+$1.7M2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED436,118487,564-51,446-11%$6.3M$5.5M-$874.3K2026-11-05
Guardian Financial Partners, LLC
DECREASED413,285427,239-13,954-3%$5.6M$5.2M-$375.8K2026-11-04
Turning Point Benefit Group, Inc.
DECREASED311,907314,277-2,370-1%$4.1M$3.9M-$152.5K2026-10-28
Creative Planning
DECREASED302,368340,060-37,692-11%$4.4M$3.8M-$632.5K2026-11-02
Avantax Planning Partners, Inc.
DECREASED296,516324,687-28,171-9%$4.2M$3.7M-$505.9K2026-11-03
D.A. Davidson & Co.
INCREASED262,276209,200+53,076+25%$2.7M$3.3M+$567.2K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED243,770253,570-9,800-4%$3.3M$3.1M-$242.1K2026-11-05
Brookstone Capital Management
DECREASED242,783383,720-140,937-37%$5.0M$3.0M-$1.9M2026-10-22
Noble Wealth Management PBC
INCREASED226,094108,583+117,511+108%$1.4M$2.8M+$1.4M2026-10-01
Capital Investment Advisory Services, LLC
DECREASED220,490238,624-18,134-8%$3.1M$2.8M-$339.6K2026-10-30
Davenport & Co LLC
INCREASED217,179193,645+23,534+12%$2.5M$2.7M+$204.1K2026-10-14
Kestra Advisory Services, LLC
INCREASED198,876160,176+38,700+24%$2.1M$2.5M+$410.0K2026-11-02
AlphaStar Capital Management, LLC
DECREASED191,288204,959-13,671-7%$2.7M$2.4M-$267.8K2026-10-16
Commonwealth Equity Services, LLC
DECREASED177,357214,712-37,355-17%$2.8M$2.2M-$569.4K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED161,666116,970+44,696+38%$1.5M$2.0M+$505.5K2026-10-23
Family Office Research LLC
DECREASED153,522195,235-41,713-21%$2.5M$1.9M-$614.8K2026-10-14
Dudley Capital Management, LLC
INCREASED148,112143,381+4,731+3%$1.9M$1.9M-$8.1K2026-10-23
Soltis Investment Advisors LLC
DECREASED138,204305,474-167,270-55%$4.0M$1.7M-$2.2M2026-10-28
Closed-End Fund Advisors, Inc.
DECREASED136,132208,547-72,415-35%$2.7M$1.7M-$1.0M2026-11-04
Perigon Wealth Management, LLC
DECREASED132,338184,993-52,655-28%$2.4M$1.7M-$747.2K2026-10-22
Fifth Third Bancorp
INCREASED131,593123,535+8,058+7%$1.6M$1.7M+$43.0K2026-11-05
Spinnaker Investment Group, LLC
DECREASED121,942141,008-19,066-14%$1.8M$1.5M-$305.4K2026-10-13
Strategic Blueprint, LLC
DECREASED115,627128,751-13,124-10%$1.7M$1.4M-$225.1K2026-10-22
Pinkerton Wealth, LLC
DECREASED115,485227,876-112,391-49%$3.8M$1.4M-$2.3M2026-10-29
True Freedom Investing, LLC
DECREASED110,930219,883-108,953-50%$3.7M$1.4M-$2.3M2026-10-29
WealthPoint Financial, LLC
DECREASED108,335112,782-4,447-4%$1.5M$1.4M-$108.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED102,072112,206-10,134-9%$1.5M$1.3M-$122.9K2026-10-13
JBR Co Financial Management Inc
DECREASED99,66599,765-1000%$1.3M$1.3M-$1.3K2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED98,86598,004+861+1%$1.3M$1.2M-$35.3K2026-10-26
Compound Planning, Inc.
DECREASED98,063116,815-18,752-16%$1.5M$1.2M-$298.6K2026-11-05
Veracity Capital LLC
INCREASED96,05295,938+114+0%$1.2M$1.2M-$43.7K2026-10-08
Ignite Planners, LLC
DECREASED89,893100,670-10,777-11%$1.3M$1.1M-$182.5K2026-10-14
International Assets Investment Management, LLC
INCREASED87,77972,052+15,727+22%$937.4K$1.1M+$170.4K2026-11-02
Nova R Wealth, Inc.
DECREASED87,208100,304-13,096-13%$1.3M$1.1M-$211.4K2026-10-26
UMB Bank, n.a.
DECREASED87,05095,237-8,187-9%$1.2M$1.1M-$147.4K2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED86,64382,090+4,553+6%$1.1M$1.1M+$18.5K2026-10-14
Claro Advisors Inc.
INCREASED85,67873,211+12,467+17%$952.5K$1.1M+$121.9K2026-11-02
Avior Wealth Management, LLC
INCREASED84,07483,004+1,070+1%$1.1M$1.1M-$25.6K2026-10-13
Integrity Advisory Solutions, LLC
DECREASED83,91697,875-13,959-14%$1.3M$1.1M-$221.1K2026-10-29
HB Wealth Management, LLC
INCREASED82,64164,111+18,530+29%$834.1K$1.0M+$202.2K2026-10-23
Summit Investment Advisory Services, LLC
INCREASED79,69371,422+8,271+12%$929.2K$999.3K+$70.1K2026-11-03
RHS Financial, LLC
INCREASED78,50676,852+1,654+2%$999.8K$984.5K-$15.4K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED77,68290,672-12,990-14%$1.2M$974.1K-$205.5K2026-10-13
Stewardship Advisors, LLC
INCREASED73,17668,139+5,037+7%$886.5K$917.6K+$31.1K2026-10-20
CX Institutional
DECREASED72,13181,360-9,229-11%$1.1M$905-$1.1M2026-10-02
Gallacher Capital Management LLC
DECREASED64,30169,360-5,059-7%$902.4K$806.3K-$96.0K2026-10-30
Summit Financial Wealth Advisors, LLC
DECREASED61,72269,712-7,990-11%$907.0K$774.0K-$133.0K2026-10-15
Koshinski Asset Management, Inc.
DECREASED55,75779,186-23,429-30%$1.0M$699.2K-$331.0K2026-10-29
Welch Financial Planning, LLC
DECREASED54,09761,831-7,734-13%$804.4K$678.4K-$126.0K2026-11-06
WBI Investments, LLC
DECREASED50,17352,405-2,232-4%$681.8K$629.2K-$52.6K2026-11-05
Berkeley, Inc
DECREASED47,49464,501-17,007-26%$839.2K$595.6K-$243.6K2026-10-20
Retirement Financial Solutions, LLC
DECREASED45,22145,366-1450%$590.2K$567.1K-$23.1K2026-10-20
World Equity Group, Inc.
DECREASED44,28350,475-6,192-12%$656.7K$555.3K-$101.4K2026-10-14
Truist Financial Corp
DECREASED43,90855,045-11,137-20%$716.1K$527.8K-$188.4K2026-10-30
Tsfg, LLC
DECREASED43,33855,783-12,445-22%$726.0K$543.0K-$183.0K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED43,112123,003-79,891-65%$1.6M$540.6K-$1.1M2026-10-21
Capital Investment Counsel, Inc
INCREASED42,87338,463+4,410+11%$500.4K$537.6K+$37.2K2026-10-20
LexAurum Advisors, LLC
DECREASED41,35243,916-2,564-6%$571.3K$518.6K-$52.8K2026-10-19
Plancorp, LLC
NEW40,877—+40,877——$506.1K—2026-11-03
Tcfg Investment Advisors, LLC
DECREASED39,57143,466-3,895-9%$565.5K$496.2K-$69.3K2026-10-20
Wilkerson Advisory Group LLC
DECREASED37,732404,879-367,147-91%$5.3M$473.2K-$4.8M2026-10-20
Quantum Financial Partners LLC
INCREASED36,98726,777+10,210+38%$348.4K$463.8K+$115.4K2026-10-19
RFG Advisory, LLC
INCREASED36,87736,395+482+1%$473.5K$462.4K-$11.1K2026-11-03
Chicago Partners Investment Group LLC
INCREASED36,58935,132+1,457+4%$439.5K$455.5K+$16.0K2026-10-27
Csenge Advisory Group
DECREASED35,98338,621-2,638-7%$502.5K$451.2K-$51.2K2026-11-04
Traphagen Investment Advisors LLC
DECREASED34,7901,168,414-1,133,624-97%$15.2M$436.3K-$14.8M2026-10-14
HRC Wealth Management, LLC
INCREASED34,52034,178+342+1%$444.7K$432.9K-$11.8K2026-10-16
Earned Wealth Advisors, LLC
DECREASED33,37935,495-2,116-6%$461.8K$418.6K-$43.2K2026-11-06
TrueMark Investments, LLC
NEW32,052—+32,052——$401.9K—2026-11-05
R2 Capital Strategies, LLC
INCREASED31,99727,252+4,745+17%$354.6K$401.2K+$46.7K2026-10-15
StoneX Group Inc.
DECREASED30,60641,144-10,538-26%$542.1K$383.8K-$158.3K2026-11-03
Trek Financial, LLC
DECREASED28,63331,950-3,317-10%$415.7K$359.1K-$56.6K2026-10-29
Beaumont Financial Advisors, LLC
INCREASED27,80027,342+458+2%$355.7K$348.6K-$7.1K2026-10-22
Castleview Partners, LLC
INCREASED27,45624,940+2,516+10%$324.5K$344.3K+$19.8K2026-10-09
Merit Financial Group, LLC
INCREASED27,34722,521+4,826+21%$293.0K$342.9K+$49.9K2026-11-06
CLG LLC
DECREASED27,29628,566-1,270-4%$371.7K$342.3K-$29.4K2026-10-13
Greenup Street Wealth Management LLC
DECREASED26,79627,090-294-1%$352.4K$336.0K-$16.4K2026-10-28
Cornerstone Wealth Management, LLC
DECREASED26,01026,064-540%$339.1K$326.2K-$12.9K2026-11-04
Providence Wealth Advisors, LLC
INCREASED25,54425,197+347+1%$326.6K$324.1K-$2.4K2026-10-29
M Holdings Securities, Inc.
DECREASED24,61580,480-55,865-69%$1.1K$307.0K+$305.9K2026-11-03
Partners Wealth Management, LLC
NEW24,326—+24,326——$305.1K—2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED23,99624,396-400-2%$317.4K$300.9K-$16.5K2026-10-14
AlphaCore Capital LLC
DECREASED23,26827,658-4,390-16%$359.8K$291.8K-$68.0K2026-11-04
United Advisor Group, LLC
DECREASED23,12627,412-4,286-16%$356.6K$290.0K-$66.6K2026-11-03
Vise Technologies, Inc.
DECREASED22,67026,697-4,027-15%$347.3K$284.3K-$63.0K2026-10-29
Cathy Pareto & Associates, Inc
DECREASED21,97623,980-2,004-8%$312.0K$275.6K-$36.4K2026-10-15
PFG Advisors
INCREASED20,50120,266+235+1%$263.7K$257.1K-$6.6K2026-10-16
Aviso Wealth Management
DECREASED20,19721,374-1,177-6%$278.1K$253.3K-$24.8K2026-11-04
BlueChip Wealth Advisors LLC
DECREASED19,77027,432-7,662-28%$356.9K$247.9K-$109.0K2026-11-03
Private Trust Co NA
INCREASED17,37016,566+804+5%$215.5K$217.8K+$2.3K2026-10-20
Cooper Financial Group
DECREASED16,76441,297-24,533-59%$537.3K$210.2K-$327.1K2026-10-07
Bright Futures Wealth Management, Llc.
DECREASED16,26616,271-50%$211.7K$204.0K-$7.7K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED16,14215,832+310+2%$206.0K$202.4K-$3.5K2026-10-21
Apollon Wealth Management, LLC
DECREASED15,75317,595-1,842-10%$228.9K$197.5K-$31.4K2026-10-23
Eagle Bay Advisors LLC
NEW15,000—+15,000——$188.1K—2026-10-16
EverSource Wealth Advisors, LLC
DECREASED13,87516,136-2,261-14%$209.9K$174.0K-$35.9K2026-11-04
Sowell Financial Services LLC
UNCHANGED13,50613,50600%$175.7K$169.4K-$6.3K2026-10-23
Brucke Financial, Inc.
DECREASED13,45714,255-798-6%$185.5K$168.8K-$16.7K2026-10-23
Intrua Financial, LLC
UNCHANGED13,05413,05400%$169.8K$163.7K-$6.1K2026-10-28
Trademark Financial Management, LLC
DECREASED12,95929,830-16,871-57%$388.1K$162.5K-$225.6K2026-10-23
Tucker Asset Management LLC
DECREASED12,86613,663-797-6%$177.8K$161.3K-$16.4K2026-10-29
Carmel Capital Partners, LLC
NEW12,756—+12,756——$160.0K—2026-11-03
Sound Income Strategies, LLC
DECREASED12,59913,932-1,333-10%$181.3K$163.9K-$17.3K2026-10-09
25 LLC
UNCHANGED12,58512,58500%$163.7K$157.8K-$5.9K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED12,23412,136+98+1%$157.9K$153.4K-$4.5K2026-10-16
Commerce Advisors, LLC
DECREASED12,23113,985-1,754-13%$181.9K$153.4K-$28.6K2026-10-19
Lido Advisors, LLC
DECREASED11,81112,021-210-2%$156.4K$148.1K-$8.3K2026-11-04
KWB Wealth
INCREASED11,67311,299+374+3%$147.0K$146.4K-$6242026-10-16
Sagespring Wealth Partners, LLC
INCREASED10,88810,538+350+3%$137.1K$136.5K-$5642026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED10,70910,503+206+2%$136.6K$134.3K-$2.4K2026-10-29
Blue Bell Private Wealth Management, LLC
NEW10,560—+10,560——$132.4K—2026-10-29
BOS Asset Management, LLC
INCREASED10,50510,302+203+2%$134.0K$131.7K-$2.3K2026-10-09
Farther Finance Advisors, LLC
DECREASED8,76017,867-9,107-51%$232.4K$109.9K-$122.6K2026-10-08
Rossby Financial, LCC
DECREASED7,842212,056-204,214-96%$2.8M$98.3K-$2.7M2026-11-05
Blue Trust, Inc.
INCREASED7,4393,439+4,000+116%$44.7K$93.3K+$48.5K2026-10-15
Allworth Financial LP
UNCHANGED7,2437,24300%$94.2K$94.2K$02026-11-06
IFP Advisors, Inc
DECREASED7,2337,989-756-9%$103.9K$90.7K-$13.2K2026-10-16
Arlington Trust Co LLC
UNCHANGED6,4646,46400%$84.1K$81.1K-$3.0K2026-10-20
US Bancorp \de\
DECREASED6,1486,513-365-6%$84.7K$77.1K-$7.6K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED5,2201,675+3,545+212%$21.8K$65.5K+$43.7K2026-10-27
Transce3nd, LLC
INCREASED4,851506+4,345+859%$6.5K$59.7K+$53.1K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED4,0004,00000%$51.8K$50.4K-$1.4K2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED3,9723,97200%$51.7K$49.8K-$1.9K2026-10-05
Vima LLC
UNCHANGED3,6103,61000%$47.0K$45.3K-$1.7K2026-10-23
Clearstead Advisors, LLC
INCREASED3,5842,164+1,420+66%$28.1K$45.0K+$16.8K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED3,4453,44500%$44.8K$43.2K-$1.6K2026-11-06
Valued Wealth Advisors LLC
UNCHANGED3,0883,08800%$40.2K$38.7K-$1.5K2026-11-05
Gen-Wealth Partners Inc
DECREASED3,0273,228-201-6%$42.0K$38.0K-$4.0K2026-11-04
First Command Advisory Services, Inc.
INCREASED2,6491,367+1,282+94%$17.8K$33.2K+$15.4K2026-11-05
WPG Advisers, LLC
INCREASED1,7041,200+504+42%$15.6K$21.4K+$5.8K2026-10-27
Triumph Capital Management
INCREASED1,4001,355+45+3%$17.6K$17.6K-$732026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED1,314384+930+242%$5.0K$16.5K+$11.5K2026-10-27
Kingdom Financial Group Llc.
DECREASED1,2142,500-1,286-51%$32.5K$15.2K-$17.3K2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED1,0771,07700%$14.0K$13.5K-$5062026-11-02
Lloyd Advisory Services, Llc.
INCREASED679657+22+3%$8.5K$8.5K-$352026-11-02
GK Wealth Management LLC
NEW648—+648——$8.1K—2026-10-09
James T. Borello RIA
INCREASED648628+20+3%$8.2K$8.1K-$342026-10-16
CoreCap Advisors, LLC
INCREASED506491+15+3%$6.4K$6.4K-$262026-10-08
Jacobi Capital Management LLC
NEW336—+336——$4.2K—2026-11-05
Asset Dedication, LLC
UNCHANGED33633600%$4.4K$4.2K-$1582026-11-03
Salomon & Ludwin, LLC
INCREASED299290+9+3%$3.8K$3.8K-$162026-10-29
Tounjian Advisory Partners, LLC
INCREASED296287+9+3%$3.7K$3.7K-$162026-11-04
Moisand Fitzgerald Tamayo, LLC
UNCHANGED25325300%$3.3K$3.2K-$1192026-10-15
Hughes Financial Services, LLC
UNCHANGED12212200%$1.6K$1.5K-$552026-10-30
Quaker Wealth Management, LLC
UNCHANGED888800%$1.1K$1.1K-$412026-10-22
Golden State Wealth Management, LLC
NEW73—+73——$915—2026-11-02
Assetmark, Inc
DECREASED1540-25-62%$520$188-$3322026-10-21
Mosley Wealth Management
UNCHANGED141400%$177$176-$12026-10-16
Uniting Wealth Partners, LLC
CLOSED0153,712-153,712-100%$2.0M$0-$2.0M2026-11-06
Madrona Financial Services, LLC
CLOSED0116,808-116,808-100%$1.5M$0-$1.5M2026-10-23
Imc-Chicago, LLC
CLOSED070,580-70,580-100%$918.2K$0-$918.2K2026-11-05
Syntegra Private Wealth Group, LLC
CLOSED051,118-51,118-100%$665.0K$0-$665.0K2026-10-13
Spectrum Strategic Capital Management, LLC
CLOSED039,489-39,489-100%$513.8K$0-$513.8K2026-10-22
Milestone Asset Management, LLC
CLOSED035,470-35,470-100%$461.5K$0-$461.5K2026-10-15
RMR Wealth Builders
CLOSED034,618-34,618-100%$450.4K$0-$450.4K2026-10-22
Trilogy Capital Inc.
CLOSED025,461-25,461-100%$331.2K$0-$331.2K2026-10-20
Cornerstone Wealth, LLC
CLOSED023,864-23,864-100%$318.1K$0-$318.1K2026-10-28
Fiduciary Alliance LLC
CLOSED021,600-21,600-100%$281.0K$0-$281.0K2026-10-13
BIP Wealth, LLC
CLOSED019,009-19,009-100%$247.3K$0-$247.3K2026-10-22
Sentinel Advisory Group, LLC
CLOSED018,674-18,674-100%$242.9K$0-$242.9K2026-10-20
Cross Staff Investments Inc
CLOSED013,498-13,498-100%$175.6K$0-$175.6K2026-10-22
Signal Advisors Wealth, LLC
CLOSED011,307-11,307-100%$147.1K$0-$147.1K2026-10-13
Envision Financial LLC
CLOSED011,054-11,054-100%$143.8K$0-$143.8K2026-10-15
Total Clarity Wealth Management, Inc.
CLOSED010,437-10,437-100%$135.8K$0-$135.8K2026-10-26
Commonwealth Retirement Investments LLC
CLOSED01,416-1,416-100%$18.4K$0-$18.4K2026-10-26
AdvisorNet Financial, Inc
CLOSED01,290-1,290-100%$16.8K$0-$16.8K2026-10-15
Signature Resources Capital Management, LLC
CLOSED01,046-1,046-100%$13.6K$0-$13.6K2026-10-16
Gill Capital Partners, LLC
CLOSED0584-584-100%$7.6K$0-$7.6K2026-10-13
GHP Investment Advisors, Inc.
CLOSED0500-500-100%$6.5K$0-$6.5K2026-10-15
Russell Investments Group, Ltd.
CLOSED02-2-100%$26$0-$262026-11-06
Captrust Financial Advisors
N/A—7,712,982-7,712,982-100%$100.3M———
Saba Capital Management, L.P.A
N/A—6,742,126-6,742,126-100%$87.7M———
Focus Partners Wealth
N/A—3,257,464-3,257,464-100%$42.4M———
Cetera Investment Advisers
N/A—3,005,236-3,005,236-100%$39.1M———
Northwestern Mutual Wealth Management Co
N/A—2,781,441-2,781,441-100%$36.2M———
Morgan Stanley
N/A—2,536,785-2,536,785-100%$33.0M———
Pasadena Private Wealth, LLC
N/A—1,930,752-1,930,752-100%$25.1M———
Stratos Wealth Partners, Ltd.
N/A—1,788,705-1,788,705-100%$23.3M———
Osaic Holdings, Inc.
N/A—1,694,251-1,694,251-100%$22.0M———
HighTower Advisors, LLC
N/A—999,424-999,424-100%$13.0M———
Citadel Advisors LLC
N/A—893,749-893,749-100%$11.6M———
Modern Wealth Management, LLC
N/A—866,621-866,621-100%$11.3M———
Raymond James Financial Inc
N/A—638,028-638,028-100%$8.3M———
Royal Bank of Canada
N/A—504,953-504,953-100%$6.6M———
Arkadios Wealth Advisors
N/A—503,296-503,296-100%$6.5M———
Envestnet Asset Management Inc
N/A—474,126-474,126-100%$6.2M———
Aptus Capital Advisors, LLC
N/A—450,514-450,514-100%$5.9M———
Guardian Wealth Advisors, LLC / NC
N/A—449,196-449,196-100%$5.8M———
Bulldog Investors, LLPA
N/A—445,794-445,794-100%$5.8M———
Callan Family Office, LLC
N/A—433,950-433,950-100%$5.6M———
IFG Advisory, LLC
N/A—429,508-429,508-100%$5.6M———
Jane Street Group, LLC
N/A—351,166-351,166-100%$4.6M———
SCS Capital Management LLC
N/A—343,950-343,950-100%$4.5M———
Baird Financial Group, Inc.
N/A—335,124-335,124-100%$4.4M———
Wells Fargo & Company
N/A—327,525-327,525-100%$4.3M———
Thomas J. Herzfeld Advisors, Inc.
N/A—303,336-303,336-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—301,045-301,045-100%$3.9M———
Ameritas Advisory Services, LLC
N/A—287,349-287,349-100%$3.7M———
Harbour Investments, Inc.
N/A—286,833-286,833-100%$3.7M———
Sanctuary Advisors, LLC
N/A—263,095-263,095-100%$3.4M———
Mercer Global Advisors Inc
N/A—261,672-261,672-100%$3.4M———
Cerity Partners LLC
N/A—230,318-230,318-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—213,234-213,234-100%$2.8M———
Rockefeller Capital Management L.P.
N/A—197,291-197,291-100%$2.6M———
Advisory Alpha, LLC
N/A—193,822-193,822-100%$2.5M———
Arete Wealth Advisors, LLC
N/A—189,903-189,903-100%$2.5M———
Centaurus Financial, Inc.
N/A—183,660-183,660-100%$2.4M———
Waverly Advisors, LLC
N/A—175,713-175,713-100%$2.3M———
Lakeridge Wealth Management LLC
N/A—163,170-163,170-100%$2.1M———
Mariner, LLC
N/A—153,758-153,758-100%$2.0M———
Sterneck Capital Management, LLC
N/A—153,165-153,165-100%$2.0M———
AE Wealth Management LLC
N/A—151,983-151,983-100%$2.0M———
Atlantic Union Bankshares Corp
N/A—143,629-143,629-100%$1.9M———
Western Wealth Management, LLC
N/A—143,212-143,212-100%$1.9M———
Kickstand Ventures, Llc.
N/A—138,138-138,138-100%$1.8M———
Trivium Point Advisory, LLC
N/A—137,703-137,703-100%$1.8M———
NewEdge Advisors, LLC
N/A—134,583-134,583-100%$1.8M———
Kropog Financial Group, LLC
N/A—131,107-131,107-100%$1.7M———
Ausdal Financial Partners, Inc.
N/A—127,607-127,607-100%$1.7M———
Envestnet Portfolio Solutions, Inc.
N/A—125,957-125,957-100%$1.6M———
Apollo Management Holdings, L.P.
N/A—124,596-124,596-100%$1.6M———
Coppell Advisory Solutions LLC
N/A—120,304-120,304-100%$12.3K———
Cohen & Steers, Inc.
N/A—120,000-120,000-100%$1.6M———
LaSalle St. Investment Advisors, LLC
N/A—118,756-118,756-100%$1.5M———
HighPoint Advisor Group LLC
N/A—115,434-115,434-100%$1.5M———
Blackhawk Capital Partners, LLC
N/A—114,728-114,728-100%$1.5M———
Naviter Wealth, LLC
N/A—111,263-111,263-100%$1.4M———
Cary Street Partners Financial LLC
N/A—109,918-109,918-100%$1.4M———
MML Investors Services, LLC
N/A—108,819-108,819-100%$1.4M———
Financial Gravity Companies, Inc.
N/A—108,244-108,244-100%$1.4M———
SIT Investment Associates Inc
N/A—106,644-106,644-100%$1.4M———
Mutual Advisors, LLC
N/A—105,645-105,645-100%$1.4M———
Magnolia Private Wealth, LLC
N/A—95,768-95,768-100%$1.2M———
Global Retirement Partners, LLC
N/A—94,543-94,543-100%$1.2M———
Bellevue Asset Management, LLC
N/A—93,214-93,214-100%$1.2M———
XTX Topco Ltd
N/A—92,832-92,832-100%$1.2M———
Virtu Financial LLC
N/A—91,119-91,119-100%$1.2M———
IHT Wealth Management, LLC
N/A—84,534-84,534-100%$1.1M———
AMJ Financial Wealth Management
N/A—80,072-80,072-100%$1.3M———
WCG Wealth Advisors LLC
N/A—79,601-79,601-100%$1.0M———
Drive Wealth Management, LLC
N/A—72,600-72,600-100%$944.5K———
Silver OAK Securities, Incorporated
N/A—68,783-68,783-100%$894.9K———
OneDigital Investment Advisors LLC
N/A—68,706-68,706-100%$893.9K———
Stratos Wealth Advisors, LLC
N/A—68,197-68,197-100%$887.3K———
Private Advisor Group, LLC
N/A—58,865-58,865-100%$765.8K———
Arax Advisory Partners
N/A—58,035-58,035-100%$755.0K———
SlateStone Wealth, LLC
N/A—57,499-57,499-100%$748.0K———
Corus Family Wealth Advisors
N/A—56,468-56,468-100%$734.6K———
Foundations Investment Advisors, LLC
N/A—51,741-51,741-100%$673.1K———
Berger Financial Group, Inc
N/A—51,683-51,683-100%$672.4K———
SageView Advisory Group, LLC
N/A—43,780-43,780-100%$569.6K———
Equitable Holdings, Inc.
N/A—42,998-42,998-100%$559.4K———
Tradition Wealth Management, LLC
N/A—42,700-42,700-100%$555.5K———
HRT Financial LP
N/A—40,303-40,303-100%$524.0K———
Bluespring Wealth Management, LLC
N/A—38,705-38,705-100%$503.6K———
Wealthspire Advisors, LLC
N/A—38,629-38,629-100%$502.6K———
UBS Group AG
N/A—36,255-36,255-100%$471.7K———
LRI Investments, LLC
N/A—34,388-34,388-100%$447.4K———
Evolve Private Wealth, LLC
N/A—32,900-32,900-100%$428.0K———
Bleakley Financial Group, LLC
N/A—32,580-32,580-100%$423.9K———
Seven Springs Wealth Group, LLC
N/A—29,622-29,622-100%$385.4K———
Regal Investment Advisors LLC
N/A—29,190-29,190-100%$379.8K———
BlackRock, Inc.
N/A—28,471-28,471-100%$370.4K———
Cruiser Capital Advisors, LLC
N/A—27,900-27,900-100%$363.0K———
Rehmann Capital Advisory Group
N/A—27,553-27,553-100%$358.5K———
Wealth Care LLC
N/A—26,500-26,500-100%$344.8K———
Savvy Advisors, Inc.
N/A—26,408-26,408-100%$343.6K———
Ameriflex Group, Inc.
N/A—25,660-25,660-100%$333.8K———
Marex Group Ltd
N/A—25,636-25,636-100%$333.5K———
Tidal Investments LLC
N/A—25,373-25,373-100%$330.1K———
Madison Wealth Partners, Inc
N/A—23,948-23,948-100%$311.6K———
PFG Investments, LLC
N/A—23,359-23,359-100%$303.9K———
Optimus Capital Advisors, LLC
N/A—21,445-21,445-100%$279.0K———
Inspire Advisors, LLC
N/A—21,440-21,440-100%$278.9K———
Summit Financial, LLC
N/A—21,224-21,224-100%$276.1K———
Advisory Services Network, LLC
N/A—20,063-20,063-100%$261.0K———
JMG Financial Group, Ltd.
N/A—19,848-19,848-100%$258.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—19,352-19,352-100%$251.8K———
Synergy Investment Management, LLC
N/A—17,970-17,970-100%$233.8K———
Insigneo Advisory Services, LLC
N/A—16,188-16,188-100%$210.6K———
Alpine Global Management, LLC
N/A—15,992-15,992-100%$208.1K———
Continuum Advisory, LLC
N/A—15,683-15,683-100%$204.0K———
CreativeOne Wealth, LLC
N/A—14,998-14,998-100%$195.1K———
Calton & Associates, Inc.
N/A—14,884-14,884-100%$193.6K———
Boreal Capital Management LLC
N/A—14,744-14,744-100%$191.8K———
Kovack Advisors, Inc.
N/A—13,253-13,253-100%$172.4K———
Zacks Investment Management
N/A—12,328-12,328-100%$160.4K———
K2 Principal Fund, L.P.
N/A—10,900-10,900-100%$141.8K———
Two Sigma Securities, LLC
N/A—10,785-10,785-100%$140.3K———
Safeguard Investment Advisory Group, LLC
N/A—10,546-10,546-100%$137.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,340-10,340-100%$134.5K———
Smith, Moore & Co.
N/A—10,216-10,216-100%$132.9K———
Keystone Financial Group
N/A—10,035-10,035-100%$130.6K———
Luminist Capital LLC
N/A—8,085-8,085-100%$105.2K———
Anchor Investment Management, LLC
N/A—6,578-6,578-100%$85.6K———
Investment Counsel Co of Nevada
N/A—6,062-6,062-100%$78.9K———
Steward Partners Investment Advisory, LLC
N/A—5,627-5,627-100%$73.2K———
JPMorgan Chase & Co
N/A—4,923-4,923-100%$65.5K———
Medallion Wealth Advisors, LLC
N/A—4,919-4,919-100%$64.0K———
Private Wealth Asset Management, LLC
N/A—4,092-4,092-100%$53.2K———
Cary Street Partners Investment Advisory LLC
N/A—4,040-4,040-100%$52.6K———
BFC Planning, Inc.
N/A—1,825-1,825-100%$23.7K———
Strategic Wealth Partners, Ltd.
N/A—1,663-1,663-100%$21.6K———
Rialto Wealth Management, LLC
N/A—1,089-1,089-100%$14.2K———
Ankerstar Wealth, LLC
N/A—592-592-100%$7.7K———
Truvestments Capital LLC
N/A—497-497-100%$6.5K———
Vision Retirement, LLC
N/A—420-420-100%$5.5K———
Transamerica Financial Advisors, LLC
N/A—251-251-100%$3.3K———
Tower Research Capital LLC (TRC)
N/A—250-250-100%$3.3K———
Keating Financial Advisory Services, Inc.
N/A—240-240-100%$3.1K———
Beaird Harris Wealth Management, LLC
N/A—232-232-100%$3.0K———
JPL Wealth Management, LLC
N/A—182-182-100%$2.4K———
PlanVest Financial, Inc
N/A—171-171-100%$2.2K———
Jones Financial Companies Lllp
N/A—141-141-100%$1.8K———
Crews Bank & Trust
N/A—93-93-100%$1.2K———
Bessemer Group Inc
N/A—57-57-100%$1———
Showing 323 of 323 institutions