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Calamos Autocallable Inc ETF (CAIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Calamos Wealth Management LLC
INCREASED
Shares2,511,321 from 1,904,900
Change+606,421 (+32%)
Value$66.9M (+$15.0M)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares1,271,064 from 1,102,235
Change+168,829 (+15%)
Value$33.8M (+$3.8M)
Filed 2026-10-27
Cornerstone Wealth, LLC
DECREASED
Shares689,790 from 713,398
Change-23,608 (-3%)
Value$18.1M (-$1.2M)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares663,092 from 303,648
Change+359,444 (+118%)
Value$17.7M (+$9.4M)
Filed 2026-10-23
Pinion Investment Advisors, LLC
INCREASED
Shares656,676 from 456,973
Change+199,703 (+44%)
Value$17.5M (+$5.0M)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED
Shares640,021 from 609,896
Change+30,125 (+5%)
Value$17.0M (+$442.1K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares620,741 from 511,532
Change+109,209 (+21%)
Value$16.5M (+$2.6M)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares606,338 from 563,020
Change+43,318 (+8%)
Value$16.1M (+$820.9K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares604,696 from 526,537
Change+78,159 (+15%)
Value$16.1K (-$14.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares562,468 from 413,085
Change+149,383 (+36%)
Value$15.0M (+$3.7M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares438,828 from 380,933
Change+57,895 (+15%)
Value$11.7M (+$1.3M)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares409,200 from 279,179
Change+130,021 (+47%)
Value$10.8M (+$3.3M)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares379,102 from 350,730
Change+28,372 (+8%)
Value$10.1M (+$548.3K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares346,810 from 35,469
Change+311,341 (+878%)
Value$9.2M (+$8.3M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares322,998 from 294,935
Change+28,063 (+10%)
Value$8.6M (+$573.0K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares318,097 from 149,787
Change+168,310 (+112%)
Value$8.5M (+$4.4M)
Filed 2026-10-23
Gradient Investments LLC
DECREASED
Shares305,117 from 313,587
Change-8,470 (-3%)
Value$8.1M (-$410.5K)
Filed 2026-10-08
MGO One Seven LLC
INCREASED
Shares289,849 from 286,117
Change+3,732 (+1%)
Value$7.7M (-$69.5K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
DECREASED
Shares280,922 from 283,681
Change-2,759 (-1%)
Value$7.5M (-$240.8K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares248,450 from 176,904
Change+71,546 (+40%)
Value$6.6M (+$1.8M)
Filed 2026-10-13
GoalVest Advisory LLC
INCREASED
Shares248,398 from 129,010
Change+119,388 (+93%)
Value$6.6M (+$3.1M)
Filed 2026-10-02
Kestra Advisory Services, LLC
INCREASED
Shares247,019 from 246,477
Change+542 (+0%)
Value$6.6M (-$131.0K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
DECREASED
Shares215,596 from 218,798
Change-3,202 (-1%)
Value$5.7M (-$214.3K)
Filed 2026-11-02
Haven Private, LLC
INCREASED
Shares164,538 from 39,661
Change+124,877 (+315%)
Value$4.4M (+$3.3M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares163,584 from 198,571
Change-34,987 (-18%)
Value$4.4M (-$1.0M)
Filed 2026-11-06
Wedbush Securities Inc
INCREASED
Shares154,129 from 148,705
Change+5,424 (+4%)
Value$4.1K (-$4.0M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares151,284 from 91,802
Change+59,482 (+65%)
Value$4.0M (+$1.6M)
Filed 2026-10-13
Kestra Investment Management, LLC
DECREASED
Shares147,370 from 151,202
Change-3,832 (-3%)
Value$3.9M (-$191.2K)
Filed 2026-11-04
New Wave Wealth Advisors LLC
INCREASED
Shares144,403 from 104,946
Change+39,457 (+38%)
Value$3.9M (+$1.0M)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares140,907 from 135,127
Change+5,780 (+4%)
Value$3.8M (+$74.1K)
Filed 2026-10-26
Twelve Points Wealth Management LLC
INCREASED
Shares139,563 from 125,120
Change+14,443 (+12%)
Value$3.7M (+$257.6K)
Filed 2026-11-03
Diversify Wealth Management, LLC
INCREASED
Shares138,773 from 65,332
Change+73,441 (+112%)
Value$3.7M (+$2.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares138,773 from 65,332
Change+73,441 (+112%)
Value$3.7M (+$2.0M)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares130,999 from 120,321
Change+10,678 (+9%)
Value$3.5M (+$226.4K)
Filed 2026-10-09
Grantvest Financial Group LLC
INCREASED
Shares123,548 from 91,768
Change+31,780 (+35%)
Value$3.3M (+$791.8K)
Filed 2026-10-21
Merit Financial Group, LLC
NEW
Shares119,803
Change+119,803
Value$3.2M
Filed 2026-11-06
Aurora Private Wealth, Inc.
INCREASED
Shares109,278 from 100,669
Change+8,609 (+9%)
Value$2.9K (-$2.7M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares98,730 from 78,018
Change+20,712 (+27%)
Value$2.6M (+$505.3K)
Filed 2026-10-16
3Edge Asset Management, LP
INCREASED
Shares91,868 from 89,836
Change+2,032 (+2%)
Value$2.4M (+$1.1K)
Filed 2026-10-30
Palacios Wealth Management, LLC
INCREASED
Shares87,325 from 64,027
Change+23,298 (+36%)
Value$2.3M (+$582.4K)
Filed 2026-11-04
Vima LLC
INCREASED
Shares85,291 from 81,504
Change+3,787 (+5%)
Value$2.3M (+$52.7K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares84,919 from 73,881
Change+11,038 (+15%)
Value$2.3M (+$250.2K)
Filed 2026-11-02
Mcdonald Partners LLC
INCREASED
Shares80,000 from 70,000
Change+10,000 (+14%)
Value$2.1M (+$224.9K)
Filed 2026-11-03
Winnacle Wealth LLC
INCREASED
Shares76,576 from 26,860
Change+49,716 (+185%)
Value$2.0M (+$1.3M)
Filed 2026-10-15
Channel Wealth LLC
DECREASED
Shares72,764 from 79,763
Change-6,999 (-9%)
Value$1.9M (-$233.4K)
Filed 2026-11-06
HBW Advisory Services LLC
INCREASED
Shares72,318 from 24,338
Change+47,980 (+197%)
Value$1.9M (+$1.3M)
Filed 2026-10-15
Calamos Advisors LLC
INCREASED
Shares66,514 from 24,801
Change+41,713 (+168%)
Value$1.8M (+$1.1M)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares65,586 from 59,783
Change+5,803 (+10%)
Value$1.7M (+$119.2K)
Filed 2026-10-16
J.Safra Asset Management Corp
NEW
Shares56,206
Change+56,206
Value$1.5M
Filed 2026-11-03
TrueWealth Advisors, LLC
INCREASED
Shares54,983 from 46,942
Change+8,041 (+17%)
Value$1.5M (+$186.4K)
Filed 2026-10-09
Tactive Advisors, LLC
NEW
Shares52,472
Change+52,472
Value$1.4M
Filed 2026-10-08
FFG Partners, LLC
DECREASED
Shares51,482 from 72,620
Change-21,138 (-29%)
Value$1.4M (-$605.5K)
Filed 2026-10-15
Next Level Private LLC
INCREASED
Shares51,190 from 27,233
Change+23,957 (+88%)
Value$1.4M (+$621.7K)
Filed 2026-10-20
Family Office Research LLC
INCREASED
Shares47,491 from 10,064
Change+37,427 (+372%)
Value$1.3M (+$990.4K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares47,026 from 47,026
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-06
Bright Futures Wealth Management, Llc.
INCREASED
Shares45,940 from 45,404
Change+536 (+1%)
Value$1.2M (-$12.5K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares45,713 from 15,465
Change+30,248 (+196%)
Value$1.2M (+$809.7K)
Filed 2026-10-20
Insight Wealth Strategies, LLC
DECREASED
Shares44,438 from 51,940
Change-7,502 (-14%)
Value$1.2M (-$219.4K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares42,402 from 33,814
Change+8,588 (+25%)
Value$1.1M (+$208.7K)
Filed 2026-10-16
Able Wealth Management LLC
DECREASED
Shares41,357 from 43,094
Change-1,737 (-4%)
Value$1.1M (-$64.2K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares40,322 from 26,941
Change+13,381 (+50%)
Value$1.1M (+$340.3K)
Filed 2026-10-22
Vestia Personal Wealth Advisors
NEW
Shares39,182
Change+39,182
Value$1.0M
Filed 2026-10-20
Commerce Advisors, LLC
INCREASED
Shares38,862 from 32,862
Change+6,000 (+18%)
Value$1.0M (+$140.3K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
INCREASED
Shares38,144 from 18,657
Change+19,487 (+104%)
Value$1.0M (+$507.7K)
Filed 2026-10-16
WealthTrust Asset Management, LLC
INCREASED
Shares33,592 from 33,527
Change+65 (+0%)
Value$894.2K (-$18.1K)
Filed 2026-10-22
M Holdings Securities, Inc.
INCREASED
Shares33,133 from 26,388
Change+6,745 (+26%)
Value$858 (-$714.1K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares33,079
Change+33,079
Value$880.6K
Filed 2026-11-03
Outlook Wealth Advisors, LLC
NEW
Shares31,735
Change+31,735
Value$844.8K
Filed 2026-10-28
October Effect Ltd
NEW
Shares31,230
Change+31,230
Value$831.3K
Filed 2026-10-20
Beaumont Financial Advisors, LLC
INCREASED
Shares29,540 from 7,830
Change+21,710 (+277%)
Value$786.3K (+$573.3K)
Filed 2026-10-22
Freedom Financial Partners LLC
INCREASED
Shares29,171 from 16,488
Change+12,683 (+77%)
Value$776.5K (+$327.9K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
NEW
Shares28,812
Change+28,812
Value$767.0K
Filed 2026-10-13
Fulcrum Wealth Advisors, LLC
INCREASED
Shares27,327 from 23,881
Change+3,446 (+14%)
Value$727.4K (+$77.6K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares25,960 from 46,764
Change-20,804 (-44%)
Value$691.1K (-$581.4K)
Filed 2026-10-28
Salus Financial Advisors, LLC
INCREASED
Shares23,685 from 14,595
Change+9,090 (+62%)
Value$630.5K (+$233.4K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
INCREASED
Shares23,443 from 16,739
Change+6,704 (+40%)
Value$624.1K (+$168.6K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
NEW
Shares21,700
Change+21,700
Value$577.7K
Filed 2026-10-16
Capital Asset Advisory Services LLC
NEW
Shares20,419
Change+20,419
Value$541.6K
Filed 2026-10-30
Cannon Advisors, Inc.
INCREASED
Shares20,397 from 19,197
Change+1,200 (+6%)
Value$548.5K (+$28.6K)
Filed 2026-10-14
Liberty Atlantic Advisors LLC
INCREASED
Shares20,150 from 12,497
Change+7,653 (+61%)
Value$536.4K (+$196.3K)
Filed 2026-10-14
Focused Alpha, LLC
INCREASED
Shares19,761 from 14,407
Change+5,354 (+37%)
Value$526.0K (+$134.0K)
Filed 2026-10-20
Tucker Asset Management LLC
INCREASED
Shares19,213 from 3,206
Change+16,007 (+499%)
Value$511.4K (+$424.2K)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares18,074 from 17,671
Change+403 (+2%)
Value$481.1K (+$5.4K)
Filed 2026-10-26
Box Hill Private Wealth LLC
NEW
Shares17,838
Change+17,838
Value$474.8K
Filed 2026-10-05
Axxcess Wealth Management, LLC
INCREASED
Shares16,438 from 16,400
Change+38 (+0%)
Value$437.6K (-$8.7K)
Filed 2026-10-21
Alchemi Wealth, LLC
NEW
Shares16,268
Change+16,268
Value$433.1K
Filed 2026-11-04
Chapin Davis, Inc.
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$425.9K (-$9.4K)
Filed 2026-10-09
Noble Wealth Management PBC
DECREASED
Shares15,298 from 116,303
Change-101,005 (-87%)
Value$407.2K (-$2.8M)
Filed 2026-10-01
Encompass More Asset Management
DECREASED
Shares14,826 from 16,895
Change-2,069 (-12%)
Value$394.7K (-$65.0K)
Filed 2026-10-16
PFG Advisors
UNCHANGED
Shares13,882 from 13,882
Change0 (0%)
Value$369.5K (-$8.2K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
NEW
Shares13,554
Change+13,554
Value$360.8K
Filed 2026-10-13
Essential Investment Partners LLC
INCREASED
Shares12,890 from 12,390
Change+500 (+4%)
Value$343.1K (+$6.0K)
Filed 2026-10-27
CoreCap Advisors, LLC
NEW
Shares12,700
Change+12,700
Value$338.1K
Filed 2026-10-08
Maia Wealth LLC
NEW
Shares11,845
Change+11,845
Value$315.3K
Filed 2026-10-19
Crosspoint Financial, LLC
NEW
Shares11,785
Change+11,785
Value$313.7K
Filed 2026-11-03
Worth Asset Management, LLC
INCREASED
Shares11,127 from 9,197
Change+1,930 (+21%)
Value$296.2K (+$46.0K)
Filed 2026-10-07
LPL Financial LLC
NEW
Shares10,959
Change+10,959
Value$291.7K
Filed 2026-11-06
Blueprint Financial Advisors LLC
NEW
Shares10,349
Change+10,349
Value$275.5K
Filed 2026-10-28
Blueprint Investment Partners LLC
NEW
Shares10,349
Change+10,349
Value$275.5K
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares9,974 from 7,684
Change+2,290 (+30%)
Value$265.5K (+$56.4K)
Filed 2026-10-30
TCP Asset Management, LLC
NEW
Shares9,804
Change+9,804
Value$260.7K
Filed 2026-10-14
Quad-Cities Investment Group, LLC
NEW
Shares9,384
Change+9,384
Value$249.8K
Filed 2026-10-16
Daymark Wealth Partners, LLC
NEW
Shares9,344
Change+9,344
Value$248.7K
Filed 2026-11-04
Financial Management Network Inc
UNCHANGED
Shares9,245 from 9,245
Change0 (0%)
Value$245.8K (-$1.8K)
Filed 2026-10-09
Valtinson Bruner Financial Planning LLC
INCREASED
Shares9,191 from 7,473
Change+1,718 (+23%)
Value$244.7K (+$41.3K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares8,300 from 8,000
Change+300 (+4%)
Value$220.9K (+$3.3K)
Filed 2026-11-06
Spinnaker Investment Group, LLC
NEW
Shares8,036
Change+8,036
Value$213.9K
Filed 2026-10-13
Brown Wealth Management, LLC
DECREASED
Shares7,782 from 7,813
Change-31 (0%)
Value$207.2K (-$5.4K)
Filed 2026-10-20
Activest Wealth Management
INCREASED
Shares7,729 from 5,700
Change+2,029 (+36%)
Value$205.7K (+$50.6K)
Filed 2026-10-15
Uptick Partners, LLC
NEW
Shares7,565
Change+7,565
Value$201.4K
Filed 2026-11-04
TD Waterhouse Canada Inc.
NEW
Shares7,478
Change+7,478
Value$197.8K
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares4,668
Change+4,668
Value$124.3K
Filed 2026-11-02
Roxbury Financial LLC
INCREASED
Shares4,520 from 2,920
Change+1,600 (+55%)
Value$120.3K (+$40.9K)
Filed 2026-10-01
Midwest Capital Advisors, LLC
INCREASED
Shares3,368 from 3,311
Change+57 (+2%)
Value$89.7K (-$440)
Filed 2026-11-04
Wolff Wiese Magana LLC
INCREASED
Shares3,157 from 1,645
Change+1,512 (+92%)
Value$84.0K (+$39.3K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
NEW
Shares2,511
Change+2,511
Value$66.8K
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$49.2K (-$1.1K)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares1,623 from 1,568
Change+55 (+4%)
Value$43.2K (+$550)
Filed 2026-10-19
GK Wealth Management LLC
NEW
Shares1,100
Change+1,100
Value$29.3K
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,073 from 1,036
Change+37 (+4%)
Value$28.6K (+$364)
Filed 2026-11-02
Valley Wealth Managers, Inc.
NEW
Shares900
Change+900
Value$24.0K
Filed 2026-10-09
Nvwm, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$10.6K (-$236)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
NEW
Shares379
Change+379
Value$10.1K
Filed 2026-10-20
Simplex Trading, LLC
DECREASED
Shares148 from 875
Change-727 (-83%)
Value$3.9K (-$19.9K)
Filed 2026-11-04
NBH Bank
NEW
Shares109
Change+109
Value$2.9K
Filed 2026-11-05
Acumen Wealth Advisors, LLC
INCREASED
Shares35 from 34
Change+1 (+3%)
Value$932 (+$12)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$480 (-$10)
Filed 2026-10-23
Corrado Advisors, LLC
CLOSED
Shares0 from 117,941
Change-117,941 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-27
Cobblestone Asset Management LLC
CLOSED
Shares0 from 7,626
Change-7,626 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-13
Cyr Financial Inc.
CLOSED
Shares0 from 7,485
Change-7,485 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-16
ERn Financial, LLC
CLOSED
Shares0 from 7,375
Change-7,375 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 578
Change-578 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-15
Wealth Watch Advisors, Inc
N/A
Shares— from 1,295,093
Change-1,295,093 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 947,329
Change-947,329 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 695,646
Change-695,646 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 537,750
Change-537,750 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 528,430
Change-528,430 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 404,833
Change-404,833 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 367,930
Change-367,930 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 275,500
Change-275,500 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 233,064
Change-233,064 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 230,670
Change-230,670 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 177,760
Change-177,760 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 154,290
Change-154,290 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 117,067
Change-117,067 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 116,643
Change-116,643 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 110,811
Change-110,811 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 108,210
Change-108,210 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 105,307
Change-105,307 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 101,068
Change-101,068 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 93,103
Change-93,103 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 88,422
Change-88,422 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 87,985
Change-87,985 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 87,055
Change-87,055 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 82,355
Change-82,355 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 79,671
Change-79,671 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 68,480
Change-68,480 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 56,412
Change-56,412 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 50,896
Change-50,896 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,558
Change-45,558 (-100%)
Value—
&partners
N/A
Shares— from 43,808
Change-43,808 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,557
Change-42,557 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 40,862
Change-40,862 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 40,171
Change-40,171 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 39,913
Change-39,913 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 30,672
Change-30,672 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 30,542
Change-30,542 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 30,192
Change-30,192 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,757
Change-25,757 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,612
Change-24,612 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,113
Change-24,113 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 23,486
Change-23,486 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,597
Change-19,597 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 18,168
Change-18,168 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,676
Change-17,676 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 16,189
Change-16,189 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,180
Change-16,180 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 15,312
Change-15,312 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,277
Change-13,277 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 13,083
Change-13,083 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 12,761
Change-12,761 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,305
Change-12,305 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 11,363
Change-11,363 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,287
Change-10,287 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,153
Change-10,153 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 10,056
Change-10,056 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,368
Change-7,368 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 807
Change-807 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
UBS Group AG
N/A
Shares— from 279
Change-279 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Calamos Wealth Management LLC
INCREASED2,511,3211,904,900+606,421+32%$51.8M$66.9M+$15.0M2026-11-02
VestGen Advisors, LLC
INCREASED1,271,0641,102,235+168,829+15%$30.0M$33.8M+$3.8M2026-10-27
Cornerstone Wealth, LLC
DECREASED689,790713,398-23,608-3%$19.4M$18.1M-$1.2M2026-10-28
Simplicity Wealth,LLC
INCREASED663,092303,648+359,444+118%$8.3M$17.7M+$9.4M2026-10-23
Pinion Investment Advisors, LLC
INCREASED656,676456,973+199,703+44%$12.4M$17.5M+$5.0M2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED640,021609,896+30,125+5%$16.6M$17.0M+$442.1K2026-10-20
Brookstone Capital Management
INCREASED620,741511,532+109,209+21%$13.9M$16.5M+$2.6M2026-10-22
Strategic Blueprint, LLC
INCREASED606,338563,020+43,318+8%$15.3M$16.1M+$820.9K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED604,696526,537+78,159+15%$14.3M$16.1K-$14.3M2026-11-02
Commonwealth Equity Services, LLC
INCREASED562,468413,085+149,383+36%$11.2M$15.0M+$3.7M2026-11-02
Farther Finance Advisors, LLC
INCREASED438,828380,933+57,895+15%$10.4M$11.7M+$1.3M2026-10-08
Chicago Partners Investment Group LLC
INCREASED409,200279,179+130,021+47%$7.4M$10.8M+$3.3M2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED379,102350,730+28,372+8%$9.5M$10.1M+$548.3K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED346,81035,469+311,341+878%$965.1K$9.2M+$8.3M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED322,998294,935+28,063+10%$8.0M$8.6M+$573.0K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED318,097149,787+168,310+112%$4.1M$8.5M+$4.4M2026-10-23
Gradient Investments LLC
DECREASED305,117313,587-8,470-3%$8.5M$8.1M-$410.5K2026-10-08
MGO One Seven LLC
INCREASED289,849286,117+3,732+1%$7.8M$7.7M-$69.5K2026-10-28
Institute for Wealth Management, Llc.
DECREASED280,922283,681-2,759-1%$7.7M$7.5M-$240.8K2026-11-06
Independent Financial Group, LLC
INCREASED248,450176,904+71,546+40%$4.8M$6.6M+$1.8M2026-10-13
GoalVest Advisory LLC
INCREASED248,398129,010+119,388+93%$3.5M$6.6M+$3.1M2026-10-02
Kestra Advisory Services, LLC
INCREASED247,019246,477+542+0%$6.7M$6.6M-$131.0K2026-11-02
Cornerstone Wealth Group, LLC
DECREASED215,596218,798-3,202-1%$6.0M$5.7M-$214.3K2026-11-02
Haven Private, LLC
INCREASED164,53839,661+124,877+315%$1.1M$4.4M+$3.3M2026-10-27
Kestra Private Wealth Services, LLC
DECREASED163,584198,571-34,987-18%$5.4M$4.4M-$1.0M2026-11-06
Wedbush Securities Inc
INCREASED154,129148,705+5,424+4%$4.0M$4.1K-$4.0M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED151,28491,802+59,482+65%$2.5M$4.0M+$1.6M2026-10-13
Kestra Investment Management, LLC
DECREASED147,370151,202-3,832-3%$4.1M$3.9M-$191.2K2026-11-04
New Wave Wealth Advisors LLC
INCREASED144,403104,946+39,457+38%$2.9M$3.9M+$1.0M2026-10-19
Oppenheimer & Co Inc
INCREASED140,907135,127+5,780+4%$3.7M$3.8M+$74.1K2026-10-26
Twelve Points Wealth Management LLC
INCREASED139,563125,120+14,443+12%$3.4M$3.7M+$257.6K2026-11-03
Diversify Wealth Management, LLC
INCREASED138,77365,332+73,441+112%$1.7M$3.7M+$2.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED138,77365,332+73,441+112%$1.7M$3.7M+$2.0M2026-10-20
Sound Income Strategies, LLC
INCREASED130,999120,321+10,678+9%$3.3M$3.5M+$226.4K2026-10-09
Grantvest Financial Group LLC
INCREASED123,54891,768+31,780+35%$2.5M$3.3M+$791.8K2026-10-21
Merit Financial Group, LLC
NEW119,803—+119,803——$3.2M—2026-11-06
Aurora Private Wealth, Inc.
INCREASED109,278100,669+8,609+9%$2.7M$2.9K-$2.7M2026-10-20
IFP Advisors, Inc
INCREASED98,73078,018+20,712+27%$2.1M$2.6M+$505.3K2026-10-16
3Edge Asset Management, LP
INCREASED91,86889,836+2,032+2%$2.4M$2.4M+$1.1K2026-10-30
Palacios Wealth Management, LLC
INCREASED87,32564,027+23,298+36%$1.7M$2.3M+$582.4K2026-11-04
Vima LLC
INCREASED85,29181,504+3,787+5%$2.2M$2.3M+$52.7K2026-10-23
Claro Advisors Inc.
INCREASED84,91973,881+11,038+15%$2.0M$2.3M+$250.2K2026-11-02
Mcdonald Partners LLC
INCREASED80,00070,000+10,000+14%$1.9M$2.1M+$224.9K2026-11-03
Winnacle Wealth LLC
INCREASED76,57626,860+49,716+185%$730.9K$2.0M+$1.3M2026-10-15
Channel Wealth LLC
DECREASED72,76479,763-6,999-9%$2.2M$1.9M-$233.4K2026-11-06
HBW Advisory Services LLC
INCREASED72,31824,338+47,980+197%$662.2K$1.9M+$1.3M2026-10-15
Calamos Advisors LLC
INCREASED66,51424,801+41,713+168%$674.8K$1.8M+$1.1M2026-11-02
Beacon Financial Advisory LLC
INCREASED65,58659,783+5,803+10%$1.6M$1.7M+$119.2K2026-10-16
J.Safra Asset Management Corp
NEW56,206—+56,206——$1.5M—2026-11-03
TrueWealth Advisors, LLC
INCREASED54,98346,942+8,041+17%$1.3M$1.5M+$186.4K2026-10-09
Tactive Advisors, LLC
NEW52,472—+52,472——$1.4M—2026-10-08
FFG Partners, LLC
DECREASED51,48272,620-21,138-29%$2.0M$1.4M-$605.5K2026-10-15
Next Level Private LLC
INCREASED51,19027,233+23,957+88%$741.0K$1.4M+$621.7K2026-10-20
Family Office Research LLC
INCREASED47,49110,064+37,427+372%$273.8K$1.3M+$990.4K2026-10-14
Allworth Financial LP
UNCHANGED47,02647,02600%$1.3M$1.3M$02026-11-06
Bright Futures Wealth Management, Llc.
INCREASED45,94045,404+536+1%$1.2M$1.2M-$12.5K2026-10-23
Accurate Wealth Management, LLC
INCREASED45,71315,465+30,248+196%$419.6K$1.2M+$809.7K2026-10-20
Insight Wealth Strategies, LLC
DECREASED44,43851,940-7,502-14%$1.4M$1.2M-$219.4K2026-10-09
Concurrent Investment Advisors, LLC
INCREASED42,40233,814+8,588+25%$920.1K$1.1M+$208.7K2026-10-16
Able Wealth Management LLC
DECREASED41,35743,094-1,737-4%$1.2M$1.1M-$64.2K2026-10-13
Perigon Wealth Management, LLC
INCREASED40,32226,941+13,381+50%$733.1K$1.1M+$340.3K2026-10-22
Vestia Personal Wealth Advisors
NEW39,182—+39,182——$1.0M—2026-10-20
Commerce Advisors, LLC
INCREASED38,86232,862+6,000+18%$894.2K$1.0M+$140.3K2026-10-19
AlphaStar Capital Management, LLC
INCREASED38,14418,657+19,487+104%$507.7K$1.0M+$507.7K2026-10-16
WealthTrust Asset Management, LLC
INCREASED33,59233,527+65+0%$912.3K$894.2K-$18.1K2026-10-22
M Holdings Securities, Inc.
INCREASED33,13326,388+6,745+26%$715.0K$858-$714.1K2026-11-03
Ascentis Independent Advisors
NEW33,079—+33,079——$880.6K—2026-11-03
Outlook Wealth Advisors, LLC
NEW31,735—+31,735——$844.8K—2026-10-28
October Effect Ltd
NEW31,230—+31,230——$831.3K—2026-10-20
Beaumont Financial Advisors, LLC
INCREASED29,5407,830+21,710+277%$213.1K$786.3K+$573.3K2026-10-22
Freedom Financial Partners LLC
INCREASED29,17116,488+12,683+77%$448.6K$776.5K+$327.9K2026-10-19
Signature Estate & Investment Advisors LLC
NEW28,812—+28,812——$767.0K—2026-10-13
Fulcrum Wealth Advisors, LLC
INCREASED27,32723,881+3,446+14%$649.8K$727.4K+$77.6K2026-10-16
Clear Creek Financial Management, LLC
DECREASED25,96046,764-20,804-44%$1.3M$691.1K-$581.4K2026-10-28
Salus Financial Advisors, LLC
INCREASED23,68514,595+9,090+62%$397.1K$630.5K+$233.4K2026-10-20
Financial Futures Ltd Liability Co.
INCREASED23,44316,739+6,704+40%$455.5K$624.1K+$168.6K2026-10-13
Onyx Bridge Wealth Group LLC
NEW21,700—+21,700——$577.7K—2026-10-16
Capital Asset Advisory Services LLC
NEW20,419—+20,419——$541.6K—2026-10-30
Cannon Advisors, Inc.
INCREASED20,39719,197+1,200+6%$519.9K$548.5K+$28.6K2026-10-14
Liberty Atlantic Advisors LLC
INCREASED20,15012,497+7,653+61%$340.0K$536.4K+$196.3K2026-10-14
Focused Alpha, LLC
INCREASED19,76114,407+5,354+37%$392.0K$526.0K+$134.0K2026-10-20
Tucker Asset Management LLC
INCREASED19,2133,206+16,007+499%$87.2K$511.4K+$424.2K2026-10-29
Triad Wealth Partners, LLC
INCREASED18,07417,671+403+2%$475.7K$481.1K+$5.4K2026-10-26
Box Hill Private Wealth LLC
NEW17,838—+17,838——$474.8K—2026-10-05
Axxcess Wealth Management, LLC
INCREASED16,43816,400+38+0%$446.2K$437.6K-$8.7K2026-10-21
Alchemi Wealth, LLC
NEW16,268—+16,268——$433.1K—2026-11-04
Chapin Davis, Inc.
UNCHANGED16,00016,00000%$435.4K$425.9K-$9.4K2026-10-09
Noble Wealth Management PBC
DECREASED15,298116,303-101,005-87%$3.2M$407.2K-$2.8M2026-10-01
Encompass More Asset Management
DECREASED14,82616,895-2,069-12%$459.7K$394.7K-$65.0K2026-10-16
PFG Advisors
UNCHANGED13,88213,88200%$377.7K$369.5K-$8.2K2026-10-16
Dynamic Advisor Solutions LLC
NEW13,554—+13,554——$360.8K—2026-10-13
Essential Investment Partners LLC
INCREASED12,89012,390+500+4%$337.1K$343.1K+$6.0K2026-10-27
CoreCap Advisors, LLC
NEW12,700—+12,700——$338.1K—2026-10-08
Maia Wealth LLC
NEW11,845—+11,845——$315.3K—2026-10-19
Crosspoint Financial, LLC
NEW11,785—+11,785——$313.7K—2026-11-03
Worth Asset Management, LLC
INCREASED11,1279,197+1,930+21%$250.3K$296.2K+$46.0K2026-10-07
LPL Financial LLC
NEW10,959—+10,959——$291.7K—2026-11-06
Blueprint Financial Advisors LLC
NEW10,349—+10,349——$275.5K—2026-10-28
Blueprint Investment Partners LLC
NEW10,349—+10,349——$275.5K—2026-10-28
Capital Investment Advisory Services, LLC
INCREASED9,9747,684+2,290+30%$209.1K$265.5K+$56.4K2026-10-30
TCP Asset Management, LLC
NEW9,804—+9,804——$260.7K—2026-10-14
Quad-Cities Investment Group, LLC
NEW9,384—+9,384——$249.8K—2026-10-16
Daymark Wealth Partners, LLC
NEW9,344—+9,344——$248.7K—2026-11-04
Financial Management Network Inc
UNCHANGED9,2459,24500%$247.6K$245.8K-$1.8K2026-10-09
Valtinson Bruner Financial Planning LLC
INCREASED9,1917,473+1,718+23%$203.4K$244.7K+$41.3K2026-11-02
Moors & Cabot, Inc.
INCREASED8,3008,000+300+4%$217.7K$220.9K+$3.3K2026-11-06
Spinnaker Investment Group, LLC
NEW8,036—+8,036——$213.9K—2026-10-13
Brown Wealth Management, LLC
DECREASED7,7827,813-310%$212.6K$207.2K-$5.4K2026-10-20
Activest Wealth Management
INCREASED7,7295,700+2,029+36%$155.1K$205.7K+$50.6K2026-10-15
Uptick Partners, LLC
NEW7,565—+7,565——$201.4K—2026-11-04
TD Waterhouse Canada Inc.
NEW7,478—+7,478——$197.8K—2026-10-16
Heritage Family Offices, LLP
NEW4,668—+4,668——$124.3K—2026-11-02
Roxbury Financial LLC
INCREASED4,5202,920+1,600+55%$79.5K$120.3K+$40.9K2026-10-01
Midwest Capital Advisors, LLC
INCREASED3,3683,311+57+2%$90.1K$89.7K-$4402026-11-04
Wolff Wiese Magana LLC
INCREASED3,1571,645+1,512+92%$44.8K$84.0K+$39.3K2026-10-15
Ashton Thomas Private Wealth, LLC
NEW2,511—+2,511——$66.8K—2026-11-03
Fifth Third Bancorp
UNCHANGED1,8501,85000%$50.3K$49.2K-$1.1K2026-11-05
Clark Wealth Partners
INCREASED1,6231,568+55+4%$42.7K$43.2K+$5502026-10-19
GK Wealth Management LLC
NEW1,100—+1,100——$29.3K—2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED1,0731,036+37+4%$28.2K$28.6K+$3642026-11-02
Valley Wealth Managers, Inc.
NEW900—+900——$24.0K—2026-10-09
Nvwm, LLC
UNCHANGED40040000%$10.9K$10.6K-$2362026-10-14
Physician Wealth Advisors, Inc.
NEW379—+379——$10.1K—2026-10-20
Simplex Trading, LLC
DECREASED148875-727-83%$23.8K$3.9K-$19.9K2026-11-04
NBH Bank
NEW109—+109——$2.9K—2026-11-05
Acumen Wealth Advisors, LLC
INCREASED3534+1+3%$920$932+$122026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED181800%$490$480-$102026-10-23
Corrado Advisors, LLC
CLOSED0117,941-117,941-100%$3.2M$0-$3.2M2026-10-27
Cobblestone Asset Management LLC
CLOSED07,626-7,626-100%$207.5K$0-$207.5K2026-10-13
Cyr Financial Inc.
CLOSED07,485-7,485-100%$203.7K$0-$203.7K2026-10-16
ERn Financial, LLC
CLOSED07,375-7,375-100%$200.7K$0-$200.7K2026-10-28
GHP Investment Advisors, Inc.
CLOSED0578-578-100%$15.7K$0-$15.7K2026-10-15
Wealth Watch Advisors, Inc
N/A—1,295,093-1,295,093-100%$35.2M———
Royal Bank of Canada
N/A—947,329-947,329-100%$25.8M———
Menard Financial Group LLC
N/A—695,646-695,646-100%$18.9M———
United Capital Financial Advisors, LLC
N/A—537,750-537,750-100%$14.6M———
Waverly Advisors, LLC
N/A—528,430-528,430-100%$14.4M———
Intrepid Financial Planning Group LLC
N/A—404,833-404,833-100%$11.0M———
Innovative Asset Advisors Group, LLC
N/A—367,930-367,930-100%$10.0M———
Matters Capital LLC
N/A—275,500-275,500-100%$7.5M———
Kingsview Wealth Management, LLC
N/A—233,064-233,064-100%$6.3M———
Steward Partners Investment Advisory, LLC
N/A—230,670-230,670-100%$6.3M———
Envestnet Asset Management Inc
N/A—177,760-177,760-100%$4.8M———
Millington Financial Advisors, LLC
N/A—154,290-154,290-100%$4.1M———
Summit Financial, LLC
N/A—117,067-117,067-100%$3.2M———
Insigneo Advisory Services, LLC
N/A—116,643-116,643-100%$3.2M———
Capital Analysts, LLC
N/A—110,811-110,811-100%$3.0M———
Osaic Holdings, Inc.
N/A—108,210-108,210-100%$2.9M———
Savvy Advisors, Inc.
N/A—105,307-105,307-100%$2.9M———
Snowden Capital Advisors LLC
N/A—101,068-101,068-100%$2.7M———
Centaurus Financial, Inc.
N/A—93,103-93,103-100%$2.5M———
Strive Financial Group,LLC
N/A—88,422-88,422-100%$2.4M———
JPMorgan Chase & Co
N/A—87,985-87,985-100%$2.4M———
Raymond James Financial Inc
N/A—87,055-87,055-100%$2.4M———
PFG Investments, LLC
N/A—82,355-82,355-100%$2.2M———
Harvest Investment Services, LLC
N/A—79,671-79,671-100%$2.2M———
Belpointe Asset Management LLC
N/A—68,480-68,480-100%$1.9M———
Arax Advisory Partners
N/A—56,412-56,412-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—50,896-50,896-100%$1.4M———
Principal Securities, Inc.
N/A—45,558-45,558-100%$1.2M———
&partners
N/A—43,808-43,808-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—42,557-42,557-100%$1.2M———
Janney Montgomery Scott LLC
N/A—40,862-40,862-100%$1.1M———
Burnham & Co LLC
N/A—40,171-40,171-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—39,913-39,913-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—30,672-30,672-100%$834.6K———
CIBC World Market Inc.
N/A—30,542-30,542-100%$831.0K———
Integrated Wealth Concepts LLC
N/A—30,192-30,192-100%$821.5K———
HRT Financial LP
N/A—25,757-25,757-100%$700.0K———
Cetera Investment Advisers
N/A—24,612-24,612-100%$669.7K———
OneDigital Investment Advisors LLC
N/A—24,113-24,113-100%$656.1K———
Inspire Advisors, LLC
N/A—23,486-23,486-100%$639.1K———
Jane Street Group, LLC
N/A—19,597-19,597-100%$533.2K———
Focus Partners Wealth
N/A—18,500-18,500-100%$503.4K———
Garden State Investment Advisory Services LLC
N/A—18,168-18,168-100%$494.3K———
Mutual Advisors, LLC
N/A—17,676-17,676-100%$481.0K———
Element Wealth, LLC
N/A—16,189-16,189-100%$440.5K———
Essex Financial Services, Inc.
N/A—16,180-16,180-100%$440.3K———
Astoria Portfolio Advisors Llc.
N/A—15,312-15,312-100%$416.6K———
World Investment Advisors
N/A—13,609-13,609-100%$342.1K———
CreativeOne Wealth, LLC
N/A—13,277-13,277-100%$361.3K———
Legacy Wealth Managment, LLC
N/A—13,083-13,083-100%$356.0K———
RPS Advisory Solutions LLC
N/A—12,761-12,761-100%$347.2K———
HighTower Advisors, LLC
N/A—12,305-12,305-100%$334.8K———
Old Mission Capital LLC
N/A—12,186-12,186-100%$331.6K———
Beck Capital Management, LLC
N/A—11,363-11,363-100%$309.2K———
Smith, Moore & Co.
N/A—10,287-10,287-100%$279.9K———
Quantinno Capital Management LP
N/A—10,153-10,153-100%$276.3K———
Ankerstar Wealth, LLC
N/A—10,056-10,056-100%$273.6K———
Mayflower Financial Advisors, LLC
N/A—8,283-8,283-100%$225.4K———
Jaffetilchin Investment Partners, LLC
N/A—7,368-7,368-100%$200.5K———
Wells Fargo & Company
N/A—7,000-7,000-100%$190.5K———
Boreal Capital Management LLC
N/A—2,965-2,965-100%$80.7K———
BFC Planning, Inc.
N/A—2,052-2,052-100%$55.8K———
Chesapeake Asset Management LLC
N/A—2,000-2,000-100%$54.4K———
Aptus Capital Advisors, LLC
N/A—1,654-1,654-100%$45.0K———
Harbour Investments, Inc.
N/A—1,161-1,161-100%$31.6K———
Northwestern Mutual Wealth Management Co
N/A—807-807-100%$22.0K———
Bogart Wealth, LLC
N/A—648-648-100%$17.6K———
Global Retirement Partners, LLC
N/A—345-345-100%$9.4K———
UBS Group AG
N/A—279-279-100%$7.6K———
Morgan Stanley
N/A—10-10-100%$272———
Showing 202 of 202 institutions