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Cap Group Core Equity (CGUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares35,712,838 from 32,330,461
Change+3,382,377 (+10%)
Value$1.6B (+$151.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares4,494,384 from 4,446,114
Change+48,270 (+1%)
Value$200.0M (+$2.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,241,258 from 3,258,379
Change-17,121 (-1%)
Value$144.2M (-$697.0K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares2,325,800 from 2,268,466
Change+57,334 (+3%)
Value$103.5M (+$2.6M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares1,723,176 from 1,360,356
Change+362,820 (+27%)
Value$76.7M (+$16.2M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares1,651,212 from 1,601,400
Change+49,812 (+3%)
Value$73.5M (+$2.2M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares1,436,326 from 1,369,821
Change+66,505 (+5%)
Value$63.9M (+$3.0M)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares1,066,859 from 1,053,533
Change+13,326 (+1%)
Value$47.5M (+$614.1K)
Filed 2026-11-03
Midwest Heritage Bank, FSB
DECREASED
Shares1,061,799 from 1,081,516
Change-19,717 (-2%)
Value$47.3M (-$855.8K)
Filed 2026-10-26
James T. Borello RIA
INCREASED
Shares989,778 from 960,968
Change+28,810 (+3%)
Value$44.0M (+$1.3M)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares853,535 from 835,860
Change+17,675 (+2%)
Value$38.0M (+$803.2K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares844,701 from 554,543
Change+290,158 (+52%)
Value$38.1M (+$13.3M)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares695,988 from 677,471
Change+18,517 (+3%)
Value$31.0M (+$837.5K)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares630,226 from 597,760
Change+32,466 (+5%)
Value$28.0M (+$1.5M)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares590,273 from 581,586
Change+8,687 (+1%)
Value$26.3M (+$398.2K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares539,867 from 521,110
Change+18,757 (+4%)
Value$24.0M (+$845.1K)
Filed 2026-11-04
Summit Investment Advisory Services, LLC
INCREASED
Shares514,467 from 502,993
Change+11,474 (+2%)
Value$22.9M (+$520.8K)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED
Shares457,917 from 415,308
Change+42,609 (+10%)
Value$20.4M (+$1.9M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares451,590 from 439,025
Change+12,565 (+3%)
Value$20.1M (+$567.9K)
Filed 2026-10-16
Lynch & Associates
INCREASED
Shares448,311 from 64,245
Change+384,066 (+598%)
Value$19.9M (+$17.1M)
Filed 2026-10-13
Ergawealth Advisors, Inc.
INCREASED
Shares434,726 from 431,464
Change+3,262 (+1%)
Value$19.3M (+$153.8K)
Filed 2026-10-21
Burford Brothers, Inc.
INCREASED
Shares370,276 from 370,125
Change+151 (+0%)
Value$16.5M (+$14.1K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares347,262 from 346,777
Change+485 (+0%)
Value$15.5M (+$28.5K)
Filed 2026-10-30
Strategic Blueprint, LLC
INCREASED
Shares345,230 from 338,547
Change+6,683 (+2%)
Value$15.4M (+$304.2K)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares316,734 from 310,853
Change+5,881 (+2%)
Value$14.1M (+$267.9K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares300,373 from 276,431
Change+23,942 (+9%)
Value$13.4M (+$1.1M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares299,015 from 111,983
Change+187,032 (+167%)
Value$13.3M (+$8.3M)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED
Shares262,045 from 279,381
Change-17,336 (-6%)
Value$11.7M (-$765.9K)
Filed 2026-10-23
Michael Brady & Co., LLC
DECREASED
Shares258,794 from 263,264
Change-4,470 (-2%)
Value$11.5M (-$193.6K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares255,576 from 215,733
Change+39,843 (+18%)
Value$11.4M (+$1.8M)
Filed 2026-10-28
Challenger Wealth Management
DECREASED
Shares254,818 from 256,771
Change-1,953 (-1%)
Value$11.3M (-$81.8K)
Filed 2026-10-30
Guided Capital Wealth Management, LLC
DECREASED
Shares245,863 from 247,559
Change-1,696 (-1%)
Value$10.9M (-$70.5K)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares221,876 from 92,182
Change+129,694 (+141%)
Value$9.8M (+$5.7M)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares215,252 from 180,151
Change+35,101 (+19%)
Value$9.6M (+$1.6M)
Filed 2026-10-28
Entruity Wealth, LLC
INCREASED
Shares209,466 from 204,388
Change+5,078 (+2%)
Value$9.3M (+$230.1K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares199,680 from 194,825
Change+4,855 (+2%)
Value$8.9M (+$220.0K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
INCREASED
Shares198,062 from 165,195
Change+32,867 (+20%)
Value$8.8M (+$1.5M)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares178,329 from 169,831
Change+8,498 (+5%)
Value$8.0M (+$545.9K)
Filed 2026-11-02
A&I Financial Services, LLC
INCREASED
Shares157,681 from 146,508
Change+11,173 (+8%)
Value$7.0M (+$500.1K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares155,784 from 164,708
Change-8,924 (-5%)
Value$6.9M (-$394.0K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares145,118 from 131,648
Change+13,470 (+10%)
Value$6.5M (+$602.1K)
Filed 2026-10-29
Venture Visionary Partners LLC
INCREASED
Shares143,091 from 128,713
Change+14,378 (+11%)
Value$6.4M (+$642.4K)
Filed 2026-10-07
BNB Wealth Management, LLC
INCREASED
Shares142,497 from 131,984
Change+10,513 (+8%)
Value$6.3M (+$470.4K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares141,136 from 150,541
Change-9,405 (-6%)
Value$6.3M (-$415.5K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares133,056 from 138,584
Change-5,528 (-4%)
Value$5.9M (-$243.2K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares131,215 from 115,401
Change+15,814 (+14%)
Value$5.8M (+$706.0K)
Filed 2026-11-04
Transcendent Capital Group LLC
DECREASED
Shares126,905 from 131,529
Change-4,624 (-4%)
Value$5.6M (-$203.1K)
Filed 2026-10-28
Seamount Financial Group Inc
INCREASED
Shares126,314 from 117,067
Change+9,247 (+8%)
Value$5.6M (+$413.8K)
Filed 2026-10-21
Cushing Capital Partners, LLC
INCREASED
Shares125,731 from 125,333
Change+398 (+0%)
Value$5.6M (+$20.2K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares118,100 from 114,691
Change+3,409 (+3%)
Value$5.3M (+$154.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares116,432 from 95,268
Change+21,164 (+22%)
Value$5.2M (+$943.6K)
Filed 2026-10-16
Worthington Financial Partners, LLC
INCREASED
Shares109,572 from 106,937
Change+2,635 (+2%)
Value$4.9M (+$119.4K)
Filed 2026-10-13
Langley Wealth Management, LLC
INCREASED
Shares104,057 from 101,892
Change+2,165 (+2%)
Value$4.6M (+$98.4K)
Filed 2026-11-04
WJ Wealth Management, LLC
INCREASED
Shares102,256 from 101,897
Change+359 (+0%)
Value$4.6M (+$18.1K)
Filed 2026-11-03
Boyer Financial Services, Inc.
DECREASED
Shares102,057 from 102,276
Change-219 (0%)
Value$4.5M (+$25.0K)
Filed 2026-10-23
G&S Capital LLC
INCREASED
Shares100,416 from 89,763
Change+10,653 (+12%)
Value$4.5M (+$475.8K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares98,689 from 93,214
Change+5,475 (+6%)
Value$4.4M (+$245.5K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
INCREASED
Shares97,351 from 96,178
Change+1,173 (+1%)
Value$4.3M (+$54.1K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
INCREASED
Shares95,411 from 90,524
Change+4,887 (+5%)
Value$4.3M (+$220.3K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
DECREASED
Shares93,832 from 93,875
Change-43 (0%)
Value$4.2M (-$30)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares93,568 from 108,262
Change-14,694 (-14%)
Value$4.2M (-$651.7K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares92,564 from 78,406
Change+14,158 (+18%)
Value$4.1M (+$631.6K)
Filed 2026-10-15
KWB Wealth
NEW
Shares89,247
Change+89,247
Value$4.0M
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares88,713 from 84,771
Change+3,942 (+5%)
Value$3.9M (+$177.1K)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares88,710 from 75,047
Change+13,663 (+18%)
Value$3.9M (+$609.5K)
Filed 2026-10-27
M.E. Allison & Co., Inc.
INCREASED
Shares86,253 from 83,811
Change+2,442 (+3%)
Value$3.8M (+$110.3K)
Filed 2026-10-09
Capital Management Associates, Inc
DECREASED
Shares86,030 from 88,225
Change-2,195 (-2%)
Value$3.8M (-$95.9K)
Filed 2026-10-20
True Blue Financial, LLC
DECREASED
Shares85,911 from 90,176
Change-4,265 (-5%)
Value$3.8M (-$188.0K)
Filed 2026-10-15
Advisortrust Partners, LLC
INCREASED
Shares83,539 from 70,331
Change+13,208 (+19%)
Value$3.7M (+$589.2K)
Filed 2026-11-02
Wealth Group Ltd
INCREASED
Shares83,154 from 11,343
Change+71,811 (+633%)
Value$3.7M (+$3.2M)
Filed 2026-10-07
Investment Advisory Services Inc
INCREASED
Shares82,044 from 74,823
Change+7,221 (+10%)
Value$3.7M (+$322.8K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
INCREASED
Shares78,826 from 76,215
Change+2,611 (+3%)
Value$3.5M (+$117.7K)
Filed 2026-10-29
Blueprint Financial Advisors LLC
INCREASED
Shares76,296 from 75,396
Change+900 (+1%)
Value$3.4M (+$41.6K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares76,296 from 75,396
Change+900 (+1%)
Value$3.4M (+$41.6K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares73,648 from 50,347
Change+23,301 (+46%)
Value$3.3M (+$1.0M)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares73,235 from 65,479
Change+7,756 (+12%)
Value$3.3M (+$346.5K)
Filed 2026-10-14
R2 Capital Strategies, LLC
INCREASED
Shares72,769 from 71,200
Change+1,569 (+2%)
Value$3.2M (+$71.2K)
Filed 2026-10-15
Trueblood Wealth Management, LLC
INCREASED
Shares69,247 from 66,958
Change+2,289 (+3%)
Value$3.1M (+$103.2K)
Filed 2026-10-23
Landaas & Co
INCREASED
Shares68,906 from 52,315
Change+16,591 (+32%)
Value$3.1M (+$739.3K)
Filed 2026-10-29
Olistico Wealth, LLC
INCREASED
Shares68,306 from 68,298
Change+8 (+0%)
Value$3.0M (+$1.7K)
Filed 2026-10-05
Diversify Advisory Services, LLC
INCREASED
Shares65,648 from 65,481
Change+167 (+0%)
Value$3.0M (+$89.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares65,648 from 65,481
Change+167 (+0%)
Value$3.0M (+$89.4K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares65,427 from 65,108
Change+319 (+0%)
Value$2.9M (+$16.0K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares65,195 from 49,028
Change+16,167 (+33%)
Value$2.9M (+$720.4K)
Filed 2026-10-14
Lantz Financial LLC
INCREASED
Shares63,438 from 58,966
Change+4,472 (+8%)
Value$2.8M (+$200.2K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
DECREASED
Shares63,126 from 69,831
Change-6,705 (-10%)
Value$2.8M (-$297.0K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares60,856 from 60,848
Change+8 (+0%)
Value$2.7M (+$1.6K)
Filed 2026-11-05
LongView Wealth Management
DECREASED
Shares59,042 from 60,815
Change-1,773 (-3%)
Value$2.6M (-$77.7K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
DECREASED
Shares58,757 from 61,757
Change-3,000 (-5%)
Value$2.6M (-$132.3K)
Filed 2026-10-26
Nations Financial Group Inc,
INCREASED
Shares57,620 from 53,375
Change+4,245 (+8%)
Value$2.6M (+$190.0K)
Filed 2026-11-05
Vicus Capital
INCREASED
Shares56,463 from 47,692
Change+8,771 (+18%)
Value$2.5M (+$391.3K)
Filed 2026-11-05
Affiance Financial, LLC
DECREASED
Shares54,790 from 56,008
Change-1,218 (-2%)
Value$2.4M (-$53.1K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares51,930 from 48,477
Change+3,453 (+7%)
Value$2.3M (+$154.6K)
Filed 2026-10-23
Norden Group LLC
DECREASED
Shares51,209 from 51,600
Change-391 (-1%)
Value$2.3M (-$16.4K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares51,184 from 46,229
Change+4,955 (+11%)
Value$2.3M (+$222.3K)
Filed 2026-10-30
Pines Wealth Management, LLC
DECREASED
Shares50,685 from 55,170
Change-4,485 (-8%)
Value$2.3M (-$198.5K)
Filed 2026-10-21
Armstrong, Fleming & Moore, Inc
DECREASED
Shares49,587 from 49,626
Change-39 (0%)
Value$2.2M (-$739)
Filed 2026-10-28
Lincoln Capital LLC
INCREASED
Shares48,590 from 42,760
Change+5,830 (+14%)
Value$2.2M (+$260.9K)
Filed 2026-10-09
HBW Advisory Services LLC
INCREASED
Shares47,979 from 38,593
Change+9,386 (+24%)
Value$2.1M (+$418.4K)
Filed 2026-10-15
Tempus Wealth Planning, LLC
INCREASED
Shares47,099 from 46,808
Change+291 (+1%)
Value$2.1M (+$13.9K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares44,503 from 43,889
Change+614 (+1%)
Value$2.0M (+$28.2K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares44,314 from 50,377
Change-6,063 (-12%)
Value$2.0M (-$268.8K)
Filed 2026-10-26
Bill Few Associates, Inc.
INCREASED
Shares42,936 from 38,635
Change+4,301 (+11%)
Value$1.9M (+$192.2K)
Filed 2026-10-09
WealthCare Investment Partners, LLC
DECREASED
Shares42,413 from 43,629
Change-1,216 (-3%)
Value$1.9M (-$53.3K)
Filed 2026-11-05
CWS Financial Advisors, LLC
INCREASED
Shares40,214 from 39,922
Change+292 (+1%)
Value$1.8M (+$13.8K)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
DECREASED
Shares40,104 from 40,105
Change-1 (0%)
Value$1.8M (+$780)
Filed 2026-10-20
Private Client Services, LLC
INCREASED
Shares38,604 from 33,294
Change+5,310 (+16%)
Value$1.7M (+$237.0K)
Filed 2026-10-02
Jacobi Capital Management LLC
INCREASED
Shares37,990 from 37,947
Change+43 (+0%)
Value$1.7M (+$2.6K)
Filed 2026-11-05
Independent Wealth Network Inc.
DECREASED
Shares37,076 from 38,019
Change-943 (-2%)
Value$1.6M (-$41.2K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares37,069 from 41,373
Change-4,304 (-10%)
Value$1.6M (-$190.7K)
Filed 2026-10-20
Fourpath Capital Management, LLC
INCREASED
Shares35,161 from 35,058
Change+103 (+0%)
Value$1.6M (+$5.3K)
Filed 2026-10-19
Investment Planning Advisors, Inc.
DECREASED
Shares35,135 from 35,231
Change-96 (0%)
Value$1.6M (-$3.6K)
Filed 2026-10-14
180 Wealth Advisors, LLC
INCREASED
Shares34,981 from 34,897
Change+84 (+0%)
Value$1.6M (+$4.4K)
Filed 2026-11-03
RM Financial Services, LLC
INCREASED
Shares34,023 from 33,456
Change+567 (+2%)
Value$1.5M (+$25.9K)
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares33,700 from 32,327
Change+1,373 (+4%)
Value$1.5M (+$61.7K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares32,710 from 30,706
Change+2,004 (+7%)
Value$1.5M (+$89.8K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares32,707 from 28,417
Change+4,290 (+15%)
Value$1.5M (+$191.5K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares30,325
Change+30,325
Value$1.3M
Filed 2026-11-03
Creative Planning
INCREASED
Shares29,568 from 21,727
Change+7,841 (+36%)
Value$1.3M (+$349.4K)
Filed 2026-11-02
Balentine LLC
UNCHANGED
Shares29,107 from 29,107
Change0 (0%)
Value$1.3M (+$583)
Filed 2026-11-03
KOM Wealth Management Group, LLC
INCREASED
Shares28,760 from 27,109
Change+1,651 (+6%)
Value$1.3M (+$74.0K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares26,847 from 26,921
Change-74 (0%)
Value$1.2M (-$2.8K)
Filed 2026-10-26
M Holdings Securities, Inc.
DECREASED
Shares26,549 from 26,869
Change-320 (-1%)
Value$1.2M (+$1.2M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares25,882 from 26,410
Change-528 (-2%)
Value$1.2M (-$23.0K)
Filed 2026-11-05
NWF Advisory Services Inc.
UNCHANGED
Shares25,550 from 25,550
Change0 (0%)
Value$1.1M (+$512)
Filed 2026-10-19
MSH Capital Advisors LLC
INCREASED
Shares25,297 from 13,235
Change+12,062 (+91%)
Value$1.1M (+$537.0K)
Filed 2026-11-03
CPC Advisors, LLC
NEW
Shares25,065
Change+25,065
Value$1.1M
Filed 2026-10-21
Summit Wealth Group LLC / Co
DECREASED
Shares24,797 from 26,618
Change-1,821 (-7%)
Value$1.1M (-$80.5K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
INCREASED
Shares24,312 from 22,750
Change+1,562 (+7%)
Value$1.1M (+$70.0K)
Filed 2026-10-21
Gateway Investment Advisers LLC
INCREASED
Shares23,612 from 20,185
Change+3,427 (+17%)
Value$1.1M (+$152.9K)
Filed 2026-10-13
Certior Financial Group, LLC
DECREASED
Shares23,467 from 23,523
Change-56 (0%)
Value$1.0M (-$2.0K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares23,357 from 24,726
Change-1,369 (-6%)
Value$1.0M (-$60.4K)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares23,030 from 22,312
Change+718 (+3%)
Value$1.0M (+$32.4K)
Filed 2026-10-08
Wealth Science Advisors LLC
UNCHANGED
Shares23,018 from 23,018
Change0 (0%)
Value$1.0M (+$460)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares22,954 from 18,685
Change+4,269 (+23%)
Value$1.0M (+$190.3K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares21,361 from 11,433
Change+9,928 (+87%)
Value$950.6K (+$426.3K)
Filed 2026-11-06
Richards, Merrill & Peterson, Inc.
INCREASED
Shares20,525 from 18,525
Change+2,000 (+11%)
Value$913.4K (+$89.4K)
Filed 2026-10-19
CLG LLC
INCREASED
Shares20,476 from 19,055
Change+1,421 (+7%)
Value$911.2K (+$63.6K)
Filed 2026-10-13
Colonial River Investments, LLC
INCREASED
Shares19,962 from 6,332
Change+13,630 (+215%)
Value$888.3K (+$606.7K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
INCREASED
Shares19,616 from 11,903
Change+7,713 (+65%)
Value$872.9K (+$343.5K)
Filed 2026-10-28
Center For Asset Management LLC
NEW
Shares19,104
Change+19,104
Value$850.1K
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares18,733 from 18,123
Change+610 (+3%)
Value$833.6K (+$27.5K)
Filed 2026-10-23
Smith Thornton Advisors LLC
UNCHANGED
Shares18,392 from 18,392
Change0 (0%)
Value$818.4K (+$1.1K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares18,248 from 17,848
Change+400 (+2%)
Value$811.7K (+$17.8K)
Filed 2026-11-06
Hunter Associates Investment Management LLC
INCREASED
Shares17,878 from 15,550
Change+2,328 (+15%)
Value$796.0K (+$105.0K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED
Shares16,934 from 13,693
Change+3,241 (+24%)
Value$537.2K (+$108.0K)
Filed 2026-11-04
Uptick Partners, LLC
INCREASED
Shares16,709 from 16,405
Change+304 (+2%)
Value$743.5K (+$13.9K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares16,679 from 17,507
Change-828 (-5%)
Value$742.0K (-$37.0K)
Filed 2026-10-22
TKG Advisors, LLC
INCREASED
Shares16,227 from 14,777
Change+1,450 (+10%)
Value$722.1K (+$64.8K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares16,112 from 16,009
Change+103 (+1%)
Value$717.9K (+$5.4K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares15,923 from 29,367
Change-13,444 (-46%)
Value$708.6K (-$597.7K)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares15,750 from 15,639
Change+111 (+1%)
Value$707.2K (+$11.5K)
Filed 2026-10-15
Silverlake Wealth Management LLC
UNCHANGED
Shares15,735 from 15,735
Change0 (0%)
Value$700.2K (+$325)
Filed 2026-10-21
Clarity Asset Management, Inc.
INCREASED
Shares15,457 from 12,221
Change+3,236 (+26%)
Value$687.9K (+$144.2K)
Filed 2026-10-14
Hobart Private Capital, LLC
DECREASED
Shares15,389 from 15,453
Change-64 (0%)
Value$684.8K (-$2.5K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares15,160 from 25,125
Change-9,965 (-40%)
Value$674.6K (-$442.9K)
Filed 2026-10-20
Equity Wealth Partners, LLC
INCREASED
Shares14,593 from 4,807
Change+9,786 (+204%)
Value$649.4K (+$435.6K)
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares14,404 from 15,884
Change-1,480 (-9%)
Value$641.0K (-$65.5K)
Filed 2026-10-27
tru Independence LLC
DECREASED
Shares14,118 from 14,301
Change-183 (-1%)
Value$628.3K (-$7.9K)
Filed 2026-10-20
Beacon Financial Advisory LLC
DECREASED
Shares13,986 from 14,313
Change-327 (-2%)
Value$622.4K (-$14.3K)
Filed 2026-10-16
Auctus Advisors LLC
INCREASED
Shares13,948 from 13,888
Change+60 (+0%)
Value$620.7K (+$2.9K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares13,594 from 11,025
Change+2,569 (+23%)
Value$604.9K (+$114.5K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares13,501 from 13,418
Change+83 (+1%)
Value$602.0K (+$4.1K)
Filed 2026-11-04
Salem Investment Counselors Inc
UNCHANGED
Shares13,250 from 13,250
Change0 (0%)
Value$590.8K (+$355)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares12,838 from 12,948
Change-110 (-1%)
Value$571.3K (-$4.6K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED
Shares12,741 from 12,855
Change-114 (-1%)
Value$567.0K (-$4.8K)
Filed 2026-10-26
Lantern Wealth Advisors, LLC
INCREASED
Shares12,387 from 12,175
Change+212 (+2%)
Value$551.2K (+$9.7K)
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares12,156 from 13,747
Change-1,591 (-12%)
Value$540.9K (-$70.5K)
Filed 2026-10-30
Harmony Asset Management LLC
DECREASED
Shares12,013 from 12,181
Change-168 (-1%)
Value$534.6K (-$7.2K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares11,511 from 11,314
Change+197 (+2%)
Value$512.2K (+$9.0K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares11,509 from 9,911
Change+1,598 (+16%)
Value$512.2K (+$71.3K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares11,386 from 9,262
Change+2,124 (+23%)
Value$506.7K (+$94.7K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares11,346 from 10,598
Change+748 (+7%)
Value$504.9K (+$33.5K)
Filed 2026-10-20
Beacon Financial Group
DECREASED
Shares11,289 from 11,319
Change-30 (0%)
Value$502.3K (-$1.1K)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares11,006 from 18,731
Change-7,725 (-41%)
Value$490.6K (-$340.3K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares10,939 from 10,948
Change-9 (0%)
Value$486.8K (-$192)
Filed 2026-10-14
Saxony Capital Management, LLC
DECREASED
Shares10,386 from 10,586
Change-200 (-2%)
Value$462.2K (-$8.7K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares10,100 from 19,470
Change-9,370 (-48%)
Value$449.5K (-$416.6K)
Filed 2026-10-23
AWM Capital, LLC
UNCHANGED
Shares10,043 from 10,043
Change0 (0%)
Value$446.9K (+$201)
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares9,969 from 503
Change+9,466 (+1882%)
Value$443.6K (+$421.2K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares9,968 from 5,102
Change+4,866 (+95%)
Value$443.6K (+$216.6K)
Filed 2026-11-05
Trilogy Capital Inc.
UNCHANGED
Shares9,967 from 9,967
Change0 (0%)
Value$443.5K (+$200)
Filed 2026-10-20
Cravens & Co Advisors, LLC
DECREASED
Shares9,828 from 11,033
Change-1,205 (-11%)
Value$437.3K (-$53.4K)
Filed 2026-10-16
Professional Financial Advisors, LLC
INCREASED
Shares9,552 from 9,320
Change+232 (+2%)
Value$425.1K (+$10.5K)
Filed 2026-10-13
Platt Wealth Management LLC
DECREASED
Shares9,344 from 10,884
Change-1,540 (-14%)
Value$415.0K (-$69.0K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
DECREASED
Shares9,138 from 9,490
Change-352 (-4%)
Value$406.6K (-$15.5K)
Filed 2026-10-13
LEE Danner & Bass Inc
INCREASED
Shares9,075 from 8,075
Change+1,000 (+12%)
Value$403.8K (+$44.7K)
Filed 2026-10-27
Intrua Financial, LLC
INCREASED
Shares8,767 from 8,764
Change+3 (+0%)
Value$390.1K (+$310)
Filed 2026-10-28
Merited Wealth, LLC
DECREASED
Shares8,584 from 17,689
Change-9,105 (-51%)
Value$382.0K (-$404.8K)
Filed 2026-10-13
McKinney Capital Management, LLC
DECREASED
Shares8,554 from 8,696
Change-142 (-2%)
Value$380.7K (-$6.1K)
Filed 2026-11-06
Northwest Financial Advisors
INCREASED
Shares8,465 from 8,009
Change+456 (+6%)
Value$376.7K (+$20.5K)
Filed 2026-10-27
Detalus Advisors, LLC
UNCHANGED
Shares8,416 from 8,416
Change0 (0%)
Value$374.5K (+$168)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares8,325 from 20,485
Change-12,160 (-59%)
Value$370.5K (-$540.7K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares8,273 from 10,179
Change-1,906 (-19%)
Value$368.2K (-$84.6K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
NEW
Shares8,208
Change+8,208
Value$365.3K
Filed 2026-11-03
Mascagni Wealth Management, Inc.
INCREASED
Shares7,996 from 7,968
Change+28 (+0%)
Value$355.8K (+$1.4K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,922 from 4,867
Change+3,055 (+63%)
Value$352.5K (+$136.0K)
Filed 2026-10-21
Junk Investment Group, LLC
INCREASED
Shares7,885 from 4,525
Change+3,360 (+74%)
Value$350.9K (+$149.6K)
Filed 2026-10-19
Investmark Advisory Group LLC
INCREASED
Shares7,734 from 7,733
Change+1 (+0%)
Value$344.2K (+$222)
Filed 2026-10-27
Avaii Wealth Management, LLC
UNCHANGED
Shares7,589 from 7,589
Change0 (0%)
Value$341.1K (+$3.5K)
Filed 2026-10-09
NavPoint Financial, Inc.
INCREASED
Shares7,306 from 7,180
Change+126 (+2%)
Value$325.1K (+$5.8K)
Filed 2026-10-21
National Wealth Management Group, LLC
DECREASED
Shares7,243 from 7,283
Change-40 (-1%)
Value$322.3K (-$1.6K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares7,115
Change+7,115
Value$316.6K
Filed 2026-11-04
Worth Financial Advisory Group, LLC
INCREASED
Shares7,017 from 6,932
Change+85 (+1%)
Value$312.2K (+$3.9K)
Filed 2026-10-19
Towneley Capital Management, Inc / de
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$311.5K (+$140)
Filed 2026-10-09
First Heartland Consultants, Inc.
DECREASED
Shares6,809 from 7,408
Change-599 (-8%)
Value$303.0K (-$26.5K)
Filed 2026-10-08
Eclectic Associates Inc
DECREASED
Shares6,788 from 7,005
Change-217 (-3%)
Value$302.1K (-$9.5K)
Filed 2026-10-09
Keybank National Association
DECREASED
Shares6,785 from 7,520
Change-735 (-10%)
Value$301.9K (-$32.6K)
Filed 2026-11-04
Fisher Asset Management, LLC
NEW
Shares6,498
Change+6,498
Value$289.2K
Filed 2026-11-06
Register Financial Advisors LLC
DECREASED
Shares6,462 from 6,502
Change-40 (-1%)
Value$287.6K (-$1.7K)
Filed 2026-10-23
Root Financial Partners, LLC
INCREASED
Shares6,374 from 6,105
Change+269 (+4%)
Value$283.6K (+$12.1K)
Filed 2026-10-21
Aprio Wealth Management, LLC
UNCHANGED
Shares6,328 from 6,328
Change0 (0%)
Value$281.6K (+$134)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares6,040 from 6,039
Change+1 (+0%)
Value$268.8K (+$131)
Filed 2026-11-04
World Equity Group, Inc.
INCREASED
Shares5,920 from 5,424
Change+496 (+9%)
Value$263.4K (+$22.2K)
Filed 2026-10-14
CapWealth Advisors, LLC
DECREASED
Shares5,674 from 6,049
Change-375 (-6%)
Value$252.5K (-$16.6K)
Filed 2026-10-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares5,668 from 4,586
Change+1,082 (+24%)
Value$252.2K (+$48.2K)
Filed 2026-10-13
FinDec Wealth Services, Inc.
DECREASED
Shares5,383 from 5,410
Change-27 (0%)
Value$239.5K (-$1.1K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,212 from 5,202
Change+10 (+0%)
Value$231.9K (+$539)
Filed 2026-10-13
SFE Investment Counsel
UNCHANGED
Shares5,207 from 5,207
Change0 (0%)
Value$231.7K (+$105)
Filed 2026-10-29
Sage Investment Counsel LLC
NEW
Shares5,134
Change+5,134
Value$228.5K
Filed 2026-10-26
CFS Investment Advisory Services, LLC
INCREASED
Shares4,930 from 4,922
Change+8 (+0%)
Value$224.6K (+$7.3K)
Filed 2026-10-19
Realta Investment Advisors
NEW
Shares4,925
Change+4,925
Value$219.2K
Filed 2026-10-14
Summit Global Investments
NEW
Shares4,861
Change+4,861
Value$216.0K
Filed 2026-10-28
Convergence Financial, LLC
DECREASED
Shares4,795 from 8,066
Change-3,271 (-41%)
Value$213.4K (-$145.4K)
Filed 2026-10-27
Gradient Investments LLC
NEW
Shares4,764
Change+4,764
Value$212.0K
Filed 2026-10-08
Mission Wealth Management, LP
DECREASED
Shares4,731 from 5,115
Change-384 (-8%)
Value$210.5K (-$17.0K)
Filed 2026-10-15
Tenet Wealth Partners, LLC
NEW
Shares4,607
Change+4,607
Value$205.0K
Filed 2026-10-19
Ignite Planners, LLC
NEW
Shares4,600
Change+4,600
Value$204.7K
Filed 2026-10-14
Cora Capital Advisors LLC
NEW
Shares4,512
Change+4,512
Value$200.8K
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares4,425 from 1,325
Change+3,100 (+234%)
Value$196.9K (+$138.0K)
Filed 2026-10-13
Financial Perspectives, Inc
INCREASED
Shares4,332 from 2,214
Change+2,118 (+96%)
Value$192.8K (+$94.3K)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares3,665 from 3,665
Change0 (0%)
Value$163.1K (+$74)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares3,157 from 3,151
Change+6 (+0%)
Value$140.5K (+$326)
Filed 2026-11-02
SJS Investment Consulting Inc.
NEW
Shares2,803
Change+2,803
Value$124.8K
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$116.2K (+$53)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares2,570 from 2,348
Change+222 (+9%)
Value$114.4K (+$9.9K)
Filed 2026-11-06
UMB Private Wealth Management, LLC
NEW
Shares2,543
Change+2,543
Value$113.2K
Filed 2026-10-19
Archer Investment Corp
NEW
Shares2,538
Change+2,538
Value$112.9K
Filed 2026-11-05
Richardson Capital Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$111.3K (+$50)
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares2,234 from 2,234
Change0 (0%)
Value$99.0K ($0)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares2,035 from 2,207
Change-172 (-8%)
Value$90.6K (-$7.6K)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$89.3K (+$41)
Filed 2026-11-03
Chilton Capital Management LLC
DECREASED
Shares1,916 from 3,142
Change-1,226 (-39%)
Value$85.3K (-$54.5K)
Filed 2026-10-28
Clearstead Advisors, LLC
NEW
Shares1,913
Change+1,913
Value$85.1K
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares1,750 from 350
Change+1,400 (+400%)
Value$77.9K (+$62.3K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares1,606 from 1,530
Change+76 (+5%)
Value$71.5K (+$3.4K)
Filed 2026-10-08
Bayban
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$70.5K ($0)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares1,133
Change+1,133
Value$50.4K
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$47.6K (+$21)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares1,068 from 1,384
Change-316 (-23%)
Value$47.5K (-$14.0K)
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$46.0K (+$20)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares991 from 917
Change+74 (+8%)
Value$44.1K (+$3.3K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$40.6K (+$19)
Filed 2026-10-22
Trust Co
DECREASED
Shares840 from 850
Change-10 (-1%)
Value$37.4K (-$428)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
NEW
Shares704
Change+704
Value$31.3K
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$27.9K (+$13)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$20.0K (+$9)
Filed 2026-11-02
Arvest Investments, Inc.
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$18.2K (+$8)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares374 from 1,630
Change-1,256 (-77%)
Value$16.6K (-$56.0K)
Filed 2026-10-14
IAG Wealth Partners, LLC
DECREASED
Shares358 from 373
Change-15 (-4%)
Value$15.9K (-$659)
Filed 2026-11-06
CX Institutional
DECREASED
Shares333 from 379
Change-46 (-12%)
Value$15 (-$17.0K)
Filed 2026-10-02
Signaturefd, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$13.6K (+$6)
Filed 2026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$12.7K (+$5)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
DECREASED
Shares282 from 642
Change-360 (-56%)
Value$12.5K (-$16.0K)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
NEW
Shares264
Change+264
Value$11.7K
Filed 2026-10-13
William Mack & Associates, Inc.
NEW
Shares201
Change+201
Value$8.9K
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$8.3K (+$4)
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$6.8K (+$3)
Filed 2026-10-06
Oakworth Capital, Inc.
DECREASED
Shares150 from 250
Change-100 (-40%)
Value$6.7K (-$4.4K)
Filed 2026-10-26
StrongBox Wealth, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.1K (+$1)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
NEW
Shares52
Change+52
Value$2.3K
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares38 from 383
Change-345 (-90%)
Value$1.7K (-$15.3K)
Filed 2026-10-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares20 from 15
Change+5 (+33%)
Value$892 (+$224)
Filed 2026-10-28
Russell Investments Group, Ltd.
NEW
Shares7
Change+7
Value$314
Filed 2026-11-06
IMG Wealth Management, Inc.
DECREASED
Shares2 from 5
Change-3 (-60%)
Value$89 (-$133)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 46,994
Change-46,994 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-14
Sowell Financial Services LLC
CLOSED
Shares0 from 17,931
Change-17,931 (-100%)
Value$0 (-$797.6K)
Filed 2026-10-23
Facet Wealth, Inc.
CLOSED
Shares0 from 6,677
Change-6,677 (-100%)
Value$0 (-$297.0K)
Filed 2026-11-04
Mission Financial Group, LLC
CLOSED
Shares0 from 6,136
Change-6,136 (-100%)
Value$0 (-$272.9K)
Filed 2026-10-21
Wellington Grp LLC
CLOSED
Shares0 from 1,121
Change-1,121 (-100%)
Value$0 (-$43.1K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-28
Key FInancial Inc
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 14,081,012
Change-14,081,012 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,776,470
Change-12,776,470 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,873,183
Change-9,873,183 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,724,623
Change-7,724,623 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,715,988
Change-6,715,988 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,388,312
Change-6,388,312 (-100%)
Value—
Capital International Investors
N/A
Shares— from 6,064,640
Change-6,064,640 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 5,251,530
Change-5,251,530 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,232,575
Change-4,232,575 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,659,190
Change-3,659,190 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,837,703
Change-2,837,703 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,641,914
Change-2,641,914 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,592,701
Change-2,592,701 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,545,562
Change-2,545,562 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,352,921
Change-2,352,921 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,769,882
Change-1,769,882 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,744,803
Change-1,744,803 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,456,681
Change-1,456,681 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,427,183
Change-1,427,183 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,343,454
Change-1,343,454 (-100%)
Value—
&partners
N/A
Shares— from 1,217,530
Change-1,217,530 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,196,622
Change-1,196,622 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,072,556
Change-1,072,556 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 990,870
Change-990,870 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 681,339
Change-681,339 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 662,501
Change-662,501 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 633,537
Change-633,537 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 482,137
Change-482,137 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 480,619
Change-480,619 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 474,889
Change-474,889 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 434,166
Change-434,166 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 432,535
Change-432,535 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 421,337
Change-421,337 (-100%)
Value—
Stephens Inc
N/A
Shares— from 416,532
Change-416,532 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 414,563
Change-414,563 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 389,880
Change-389,880 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 375,987
Change-375,987 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 356,375
Change-356,375 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 352,983
Change-352,983 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 310,840
Change-310,840 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 309,038
Change-309,038 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 302,902
Change-302,902 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 254,286
Change-254,286 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 236,010
Change-236,010 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 230,295
Change-230,295 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 226,353
Change-226,353 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 219,232
Change-219,232 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 215,270
Change-215,270 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 200,160
Change-200,160 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 199,779
Change-199,779 (-100%)
Value—
Blair William & Co
N/A
Shares— from 192,751
Change-192,751 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 191,173
Change-191,173 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 186,377
Change-186,377 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 173,785
Change-173,785 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 172,197
Change-172,197 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 165,759
Change-165,759 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 165,575
Change-165,575 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 157,710
Change-157,710 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 145,244
Change-145,244 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 134,061
Change-134,061 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 126,551
Change-126,551 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 124,737
Change-124,737 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 124,032
Change-124,032 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 122,750
Change-122,750 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 121,789
Change-121,789 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 121,677
Change-121,677 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 110,804
Change-110,804 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 107,010
Change-107,010 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 106,175
Change-106,175 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 105,135
Change-105,135 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 104,816
Change-104,816 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 101,746
Change-101,746 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 99,284
Change-99,284 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 98,754
Change-98,754 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 90,955
Change-90,955 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 85,920
Change-85,920 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 85,585
Change-85,585 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 83,959
Change-83,959 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 82,397
Change-82,397 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 80,308
Change-80,308 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 72,097
Change-72,097 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 69,606
Change-69,606 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 65,713
Change-65,713 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 64,312
Change-64,312 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 64,187
Change-64,187 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 62,336
Change-62,336 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 60,570
Change-60,570 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 59,700
Change-59,700 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 58,701
Change-58,701 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 53,188
Change-53,188 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 49,964
Change-49,964 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 47,872
Change-47,872 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 47,500
Change-47,500 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 47,159
Change-47,159 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 46,056
Change-46,056 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 45,066
Change-45,066 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41,417
Change-41,417 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 41,311
Change-41,311 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,318
Change-39,318 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 38,302
Change-38,302 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35,868
Change-35,868 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 34,798
Change-34,798 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 31,879
Change-31,879 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,359
Change-31,359 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 28,224
Change-28,224 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,909
Change-26,909 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 25,528
Change-25,528 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,414
Change-25,414 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 24,575
Change-24,575 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 24,499
Change-24,499 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 23,711
Change-23,711 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 23,110
Change-23,110 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 18,621
Change-18,621 (-100%)
Value—
Nwam LLC
N/A
Shares— from 18,342
Change-18,342 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 17,612
Change-17,612 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 17,363
Change-17,363 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 16,156
Change-16,156 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 15,038
Change-15,038 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,882
Change-14,882 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
CIM, LLC
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,220
Change-14,220 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,073
Change-14,073 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 13,786
Change-13,786 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,853
Change-12,853 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 11,971
Change-11,971 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,549
Change-11,549 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,987
Change-10,987 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 10,890
Change-10,890 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 10,511
Change-10,511 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,288
Change-10,288 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,841
Change-8,841 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,687
Change-8,687 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,808
Change-7,808 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 6,264
Change-6,264 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,978
Change-5,978 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 5,558
Change-5,558 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
Motco
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 597
Change-597 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 432
Change-432 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 75
Change-75 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
LPL Financial LLC
INCREASED35,712,83832,330,461+3,382,377+10%$1.4B$1.6B+$151.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED4,494,3844,446,114+48,270+1%$197.8M$200.0M+$2.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED3,241,2583,258,379-17,121-1%$144.9M$144.2M-$697.0K2026-11-02
Merit Financial Group, LLC
INCREASED2,325,8002,268,466+57,334+3%$100.9M$103.5M+$2.6M2026-11-06
Assetmark, Inc
INCREASED1,723,1761,360,356+362,820+27%$60.5M$76.7M+$16.2M2026-10-21
Kestra Advisory Services, LLC
INCREASED1,651,2121,601,400+49,812+3%$71.2M$73.5M+$2.2M2026-11-02
Valmark Advisers, Inc.
INCREASED1,436,3261,369,821+66,505+5%$60.9M$63.9M+$3.0M2026-11-06
Souders Financial Advisors
INCREASED1,066,8591,053,533+13,326+1%$46.9M$47.5M+$614.1K2026-11-03
Midwest Heritage Bank, FSB
DECREASED1,061,7991,081,516-19,717-2%$48.1M$47.3M-$855.8K2026-10-26
James T. Borello RIA
INCREASED989,778960,968+28,810+3%$42.7M$44.0M+$1.3M2026-10-16
HUB Investment Partners, LLC
INCREASED853,535835,860+17,675+2%$37.2M$38.0M+$803.2K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED844,701554,543+290,158+52%$24.8M$38.1M+$13.3M2026-10-13
BIP Wealth, LLC
INCREASED695,988677,471+18,517+3%$30.1M$31.0M+$837.5K2026-10-22
AA Financial Advisors, LLC
INCREASED630,226597,760+32,466+5%$26.6M$28.0M+$1.5M2026-10-19
D.A. Davidson & Co.
INCREASED590,273581,586+8,687+1%$25.9M$26.3M+$398.2K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED539,867521,110+18,757+4%$23.2M$24.0M+$845.1K2026-11-04
Summit Investment Advisory Services, LLC
INCREASED514,467502,993+11,474+2%$22.4M$22.9M+$520.8K2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED457,917415,308+42,609+10%$18.5M$20.4M+$1.9M2026-11-03
IFP Advisors, Inc
INCREASED451,590439,025+12,565+3%$19.5M$20.1M+$567.9K2026-10-16
Lynch & Associates
INCREASED448,31164,245+384,066+598%$2.9M$19.9M+$17.1M2026-10-13
Ergawealth Advisors, Inc.
INCREASED434,726431,464+3,262+1%$19.2M$19.3M+$153.8K2026-10-21
Burford Brothers, Inc.
INCREASED370,276370,125+151+0%$16.5M$16.5M+$14.1K2026-10-21
Truist Financial Corp
INCREASED347,262346,777+485+0%$15.4M$15.5M+$28.5K2026-10-30
Strategic Blueprint, LLC
INCREASED345,230338,547+6,683+2%$15.1M$15.4M+$304.2K2026-10-22
Apollon Wealth Management, LLC
INCREASED316,734310,853+5,881+2%$13.8M$14.1M+$267.9K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED300,373276,431+23,942+9%$12.3M$13.4M+$1.1M2026-10-22
Farther Finance Advisors, LLC
INCREASED299,015111,983+187,032+167%$5.0M$13.3M+$8.3M2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED262,045279,381-17,336-6%$12.4M$11.7M-$765.9K2026-10-23
Michael Brady & Co., LLC
DECREASED258,794263,264-4,470-2%$11.7M$11.5M-$193.6K2026-10-23
Founders Financial Securities LLC
INCREASED255,576215,733+39,843+18%$9.6M$11.4M+$1.8M2026-10-28
Challenger Wealth Management
DECREASED254,818256,771-1,953-1%$11.4M$11.3M-$81.8K2026-10-30
Guided Capital Wealth Management, LLC
DECREASED245,863247,559-1,696-1%$11.0M$10.9M-$70.5K2026-10-21
Prospera Financial Services Inc
INCREASED221,87692,182+129,694+141%$4.1M$9.8M+$5.7M2026-11-04
Cullen T Bankers, Inc.
INCREASED215,252180,151+35,101+19%$8.0M$9.6M+$1.6M2026-10-28
Entruity Wealth, LLC
INCREASED209,466204,388+5,078+2%$9.1M$9.3M+$230.1K2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED199,680194,825+4,855+2%$8.7M$8.9M+$220.0K2026-10-29
Clear Creek Financial Management, LLC
INCREASED198,062165,195+32,867+20%$7.3M$8.8M+$1.5M2026-10-28
Sovran Advisors, LLC
INCREASED178,329169,831+8,498+5%$7.5M$8.0M+$545.9K2026-11-02
A&I Financial Services, LLC
INCREASED157,681146,508+11,173+8%$6.5M$7.0M+$500.1K2026-10-15
Park Avenue Securities LLC
DECREASED155,784164,708-8,924-5%$7.3M$6.9M-$394.0K2026-10-26
Vise Technologies, Inc.
INCREASED145,118131,648+13,470+10%$5.9M$6.5M+$602.1K2026-10-29
Venture Visionary Partners LLC
INCREASED143,091128,713+14,378+11%$5.7M$6.4M+$642.4K2026-10-07
BNB Wealth Management, LLC
INCREASED142,497131,984+10,513+8%$5.9M$6.3M+$470.4K2026-10-28
PFG Advisors
DECREASED141,136150,541-9,405-6%$6.7M$6.3M-$415.5K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED133,056138,584-5,528-4%$6.2M$5.9M-$243.2K2026-10-21
Creative Financial Designs Inc
INCREASED131,215115,401+15,814+14%$5.1M$5.8M+$706.0K2026-11-04
Transcendent Capital Group LLC
DECREASED126,905131,529-4,624-4%$5.9M$5.6M-$203.1K2026-10-28
Seamount Financial Group Inc
INCREASED126,314117,067+9,247+8%$5.2M$5.6M+$413.8K2026-10-21
Cushing Capital Partners, LLC
INCREASED125,731125,333+398+0%$5.6M$5.6M+$20.2K2026-10-20
Independent Financial Group, LLC
INCREASED118,100114,691+3,409+3%$5.1M$5.3M+$154.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED116,43295,268+21,164+22%$4.2M$5.2M+$943.6K2026-10-16
Worthington Financial Partners, LLC
INCREASED109,572106,937+2,635+2%$4.8M$4.9M+$119.4K2026-10-13
Langley Wealth Management, LLC
INCREASED104,057101,892+2,165+2%$4.5M$4.6M+$98.4K2026-11-04
WJ Wealth Management, LLC
INCREASED102,256101,897+359+0%$4.5M$4.6M+$18.1K2026-11-03
Boyer Financial Services, Inc.
DECREASED102,057102,276-2190%$4.5M$4.5M+$25.0K2026-10-23
G&S Capital LLC
INCREASED100,41689,763+10,653+12%$4.0M$4.5M+$475.8K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED98,68993,214+5,475+6%$4.1M$4.4M+$245.5K2026-11-06
Koshinski Asset Management, Inc.
INCREASED97,35196,178+1,173+1%$4.3M$4.3M+$54.1K2026-10-29
Endeavor Private Wealth, Inc.
INCREASED95,41190,524+4,887+5%$4.0M$4.3M+$220.3K2026-11-05
Signature Resources Capital Management, LLC
DECREASED93,83293,875-430%$4.2M$4.2M-$302026-10-16
Dynamic Advisor Solutions LLC
DECREASED93,568108,262-14,694-14%$4.8M$4.2M-$651.7K2026-10-13
Atria Investments, Inc
INCREASED92,56478,406+14,158+18%$3.5M$4.1M+$631.6K2026-10-15
KWB Wealth
NEW89,247—+89,247——$4.0M—2026-10-16
J.W. Cole Advisors, Inc.
INCREASED88,71384,771+3,942+5%$3.8M$3.9M+$177.1K2026-11-05
Latitude Advisors, LLC
INCREASED88,71075,047+13,663+18%$3.3M$3.9M+$609.5K2026-10-27
M.E. Allison & Co., Inc.
INCREASED86,25383,811+2,442+3%$3.7M$3.8M+$110.3K2026-10-09
Capital Management Associates, Inc
DECREASED86,03088,225-2,195-2%$3.9M$3.8M-$95.9K2026-10-20
True Blue Financial, LLC
DECREASED85,91190,176-4,265-5%$4.0M$3.8M-$188.0K2026-10-15
Advisortrust Partners, LLC
INCREASED83,53970,331+13,208+19%$3.1M$3.7M+$589.2K2026-11-02
Wealth Group Ltd
INCREASED83,15411,343+71,811+633%$504.5K$3.7M+$3.2M2026-10-07
Investment Advisory Services Inc
INCREASED82,04474,823+7,221+10%$3.3M$3.7M+$322.8K2026-10-27
Integrity Advisory Solutions, LLC
INCREASED78,82676,215+2,611+3%$3.4M$3.5M+$117.7K2026-10-29
Blueprint Financial Advisors LLC
INCREASED76,29675,396+900+1%$3.4M$3.4M+$41.6K2026-10-28
Blueprint Investment Partners LLC
INCREASED76,29675,396+900+1%$3.4M$3.4M+$41.6K2026-10-28
Bank of New York Mellon Corp
INCREASED73,64850,347+23,301+46%$2.2M$3.3M+$1.0M2026-11-05
Lodestone Wealth Management LLC
INCREASED73,23565,479+7,756+12%$2.9M$3.3M+$346.5K2026-10-14
R2 Capital Strategies, LLC
INCREASED72,76971,200+1,569+2%$3.2M$3.2M+$71.2K2026-10-15
Trueblood Wealth Management, LLC
INCREASED69,24766,958+2,289+3%$3.0M$3.1M+$103.2K2026-10-23
Landaas & Co
INCREASED68,90652,315+16,591+32%$2.3M$3.1M+$739.3K2026-10-29
Olistico Wealth, LLC
INCREASED68,30668,298+8+0%$3.0M$3.0M+$1.7K2026-10-05
Diversify Advisory Services, LLC
INCREASED65,64865,481+167+0%$2.9M$3.0M+$89.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED65,64865,481+167+0%$2.9M$3.0M+$89.4K2026-10-20
Choreo, LLC
INCREASED65,42765,108+319+0%$2.9M$2.9M+$16.0K2026-10-28
Davenport & Co LLC
INCREASED65,19549,028+16,167+33%$2.2M$2.9M+$720.4K2026-10-14
Lantz Financial LLC
INCREASED63,43858,966+4,472+8%$2.6M$2.8M+$200.2K2026-10-15
Confluence Wealth Services, Inc.
DECREASED63,12669,831-6,705-10%$3.1M$2.8M-$297.0K2026-11-05
Meridian Wealth Management, LLC
INCREASED60,85660,848+8+0%$2.7M$2.7M+$1.6K2026-11-05
LongView Wealth Management
DECREASED59,04260,815-1,773-3%$2.7M$2.6M-$77.7K2026-10-19
Ashton Thomas Securities, LLC
DECREASED58,75761,757-3,000-5%$2.7M$2.6M-$132.3K2026-10-26
Nations Financial Group Inc,
INCREASED57,62053,375+4,245+8%$2.4M$2.6M+$190.0K2026-11-05
Vicus Capital
INCREASED56,46347,692+8,771+18%$2.1M$2.5M+$391.3K2026-11-05
Affiance Financial, LLC
DECREASED54,79056,008-1,218-2%$2.5M$2.4M-$53.1K2026-10-15
Sigma Planning Corp
INCREASED51,93048,477+3,453+7%$2.2M$2.3M+$154.6K2026-10-23
Norden Group LLC
DECREASED51,20951,600-391-1%$2.3M$2.3M-$16.4K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED51,18446,229+4,955+11%$2.1M$2.3M+$222.3K2026-10-30
Pines Wealth Management, LLC
DECREASED50,68555,170-4,485-8%$2.5M$2.3M-$198.5K2026-10-21
Armstrong, Fleming & Moore, Inc
DECREASED49,58749,626-390%$2.2M$2.2M-$7392026-10-28
Lincoln Capital LLC
INCREASED48,59042,760+5,830+14%$1.9M$2.2M+$260.9K2026-10-09
HBW Advisory Services LLC
INCREASED47,97938,593+9,386+24%$1.7M$2.1M+$418.4K2026-10-15
Tempus Wealth Planning, LLC
INCREASED47,09946,808+291+1%$2.1M$2.1M+$13.9K2026-10-14
RFG Advisory, LLC
INCREASED44,50343,889+614+1%$2.0M$2.0M+$28.2K2026-11-03
KPP Advisory Services LLC
DECREASED44,31450,377-6,063-12%$2.2M$2.0M-$268.8K2026-10-26
Bill Few Associates, Inc.
INCREASED42,93638,635+4,301+11%$1.7M$1.9M+$192.2K2026-10-09
WealthCare Investment Partners, LLC
DECREASED42,41343,629-1,216-3%$1.9M$1.9M-$53.3K2026-11-05
CWS Financial Advisors, LLC
INCREASED40,21439,922+292+1%$1.8M$1.8M+$13.8K2026-10-16
Tcfg Investment Advisors, LLC
DECREASED40,10440,105-10%$1.8M$1.8M+$7802026-10-20
Private Client Services, LLC
INCREASED38,60433,294+5,310+16%$1.5M$1.7M+$237.0K2026-10-02
Jacobi Capital Management LLC
INCREASED37,99037,947+43+0%$1.7M$1.7M+$2.6K2026-11-05
Independent Wealth Network Inc.
DECREASED37,07638,019-943-2%$1.7M$1.6M-$41.2K2026-10-19
Integrated Advisors Network LLC
DECREASED37,06941,373-4,304-10%$1.8M$1.6M-$190.7K2026-10-20
Fourpath Capital Management, LLC
INCREASED35,16135,058+103+0%$1.6M$1.6M+$5.3K2026-10-19
Investment Planning Advisors, Inc.
DECREASED35,13535,231-960%$1.6M$1.6M-$3.6K2026-10-14
180 Wealth Advisors, LLC
INCREASED34,98134,897+84+0%$1.6M$1.6M+$4.4K2026-11-03
RM Financial Services, LLC
INCREASED34,02333,456+567+2%$1.5M$1.5M+$25.9K2026-11-03
Security Financial Services, Inc.
INCREASED33,70032,327+1,373+4%$1.4M$1.5M+$61.7K2026-10-29
Private Trust Co NA
INCREASED32,71030,706+2,004+7%$1.4M$1.5M+$89.8K2026-10-20
Visionary Wealth Advisors
INCREASED32,70728,417+4,290+15%$1.3M$1.5M+$191.5K2026-11-04
Ascentis Independent Advisors
NEW30,325—+30,325——$1.3M—2026-11-03
Creative Planning
INCREASED29,56821,727+7,841+36%$966.4K$1.3M+$349.4K2026-11-02
Balentine LLC
UNCHANGED29,10729,10700%$1.3M$1.3M+$5832026-11-03
KOM Wealth Management Group, LLC
INCREASED28,76027,109+1,651+6%$1.2M$1.3M+$74.0K2026-10-15
Oppenheimer & Co Inc
DECREASED26,84726,921-740%$1.2M$1.2M-$2.8K2026-10-26
M Holdings Securities, Inc.
DECREASED26,54926,869-320-1%$1.2K$1.2M+$1.2M2026-11-03
Fifth Third Bancorp
DECREASED25,88226,410-528-2%$1.2M$1.2M-$23.0K2026-11-05
NWF Advisory Services Inc.
UNCHANGED25,55025,55000%$1.1M$1.1M+$5122026-10-19
MSH Capital Advisors LLC
INCREASED25,29713,235+12,062+91%$588.7K$1.1M+$537.0K2026-11-03
CPC Advisors, LLC
NEW25,065—+25,065——$1.1M—2026-10-21
Summit Wealth Group LLC / Co
DECREASED24,79726,618-1,821-7%$1.2M$1.1M-$80.5K2026-10-29
Axxcess Wealth Management, LLC
INCREASED24,31222,750+1,562+7%$1.0M$1.1M+$70.0K2026-10-21
Gateway Investment Advisers LLC
INCREASED23,61220,185+3,427+17%$897.8K$1.1M+$152.9K2026-10-13
Certior Financial Group, LLC
DECREASED23,46723,523-560%$1.0M$1.0M-$2.0K2026-10-19
MGO One Seven LLC
DECREASED23,35724,726-1,369-6%$1.1M$1.0M-$60.4K2026-10-28
Titleist Asset Management, LLC
INCREASED23,03022,312+718+3%$992.4K$1.0M+$32.4K2026-10-08
Wealth Science Advisors LLC
UNCHANGED23,01823,01800%$1.0M$1.0M+$4602026-10-09
Perigon Wealth Management, LLC
INCREASED22,95418,685+4,269+23%$831.1K$1.0M+$190.3K2026-10-22
Savant Capital, LLC
INCREASED21,36111,433+9,928+87%$524.2K$950.6K+$426.3K2026-11-06
Richards, Merrill & Peterson, Inc.
INCREASED20,52518,525+2,000+11%$824.0K$913.4K+$89.4K2026-10-19
CLG LLC
INCREASED20,47619,055+1,421+7%$847.6K$911.2K+$63.6K2026-10-13
Colonial River Investments, LLC
INCREASED19,9626,332+13,630+215%$281.6K$888.3K+$606.7K2026-10-19
Heritage Wealth Management, Inc.
INCREASED19,61611,903+7,713+65%$529.4K$872.9K+$343.5K2026-10-28
Center For Asset Management LLC
NEW19,104—+19,104——$850.1K—2026-10-16
Simplicity Wealth,LLC
INCREASED18,73318,123+610+3%$806.1K$833.6K+$27.5K2026-10-23
Smith Thornton Advisors LLC
UNCHANGED18,39218,39200%$817.3K$818.4K+$1.1K2026-10-16
Allworth Financial LP
INCREASED18,24817,848+400+2%$793.9K$811.7K+$17.8K2026-11-06
Hunter Associates Investment Management LLC
INCREASED17,87815,550+2,328+15%$691.0K$796.0K+$105.0K2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED16,93413,693+3,241+24%$429.2K$537.2K+$108.0K2026-11-04
Uptick Partners, LLC
INCREASED16,70916,405+304+2%$729.7K$743.5K+$13.9K2026-11-04
Wedbush Securities Inc
DECREASED16,67917,507-828-5%$779.0K$742.0K-$37.0K2026-10-22
TKG Advisors, LLC
INCREASED16,22714,777+1,450+10%$657.3K$722.1K+$64.8K2026-11-02
StoneX Group Inc.
INCREASED16,11216,009+103+1%$712.4K$717.9K+$5.4K2026-11-03
VestGen Advisors, LLC
DECREASED15,92329,367-13,444-46%$1.3M$708.6K-$597.7K2026-10-27
AdvisorNet Financial, Inc
INCREASED15,75015,639+111+1%$695.6K$707.2K+$11.5K2026-10-15
Silverlake Wealth Management LLC
UNCHANGED15,73515,73500%$699.9K$700.2K+$3252026-10-21
Clarity Asset Management, Inc.
INCREASED15,45712,221+3,236+26%$543.6K$687.9K+$144.2K2026-10-14
Hobart Private Capital, LLC
DECREASED15,38915,453-640%$687.3K$684.8K-$2.5K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED15,16025,125-9,965-40%$1.1M$674.6K-$442.9K2026-10-20
Equity Wealth Partners, LLC
INCREASED14,5934,807+9,786+204%$213.8K$649.4K+$435.6K2026-10-26
Victory Financial Group, LLC
DECREASED14,40415,884-1,480-9%$706.5K$641.0K-$65.5K2026-10-27
tru Independence LLC
DECREASED14,11814,301-183-1%$636.1K$628.3K-$7.9K2026-10-20
Beacon Financial Advisory LLC
DECREASED13,98614,313-327-2%$636.6K$622.4K-$14.3K2026-10-16
Auctus Advisors LLC
INCREASED13,94813,888+60+0%$617.7K$620.7K+$2.9K2026-10-23
Citigroup Inc
INCREASED13,59411,025+2,569+23%$490.4K$604.9K+$114.5K2026-11-04
AlphaCore Capital LLC
INCREASED13,50113,418+83+1%$598.0K$602.0K+$4.1K2026-11-04
Salem Investment Counselors Inc
UNCHANGED13,25013,25000%$590.5K$590.8K+$3552026-10-13
Procyon Advisors, LLC
DECREASED12,83812,948-110-1%$575.9K$571.3K-$4.6K2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED12,74112,855-114-1%$571.8K$567.0K-$4.8K2026-10-26
Lantern Wealth Advisors, LLC
INCREASED12,38712,175+212+2%$541.5K$551.2K+$9.7K2026-10-22
Ascent Group, LLC
DECREASED12,15613,747-1,591-12%$611.5K$540.9K-$70.5K2026-10-30
Harmony Asset Management LLC
DECREASED12,01312,181-168-1%$541.8K$534.6K-$7.2K2026-10-20
United Advisor Group, LLC
INCREASED11,51111,314+197+2%$503.3K$512.2K+$9.0K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED11,5099,911+1,598+16%$440.8K$512.2K+$71.3K2026-11-04
Integrity Alliance, Llc.
INCREASED11,3869,262+2,124+23%$412.0K$506.7K+$94.7K2026-10-29
Balboa Wealth Partners
INCREASED11,34610,598+748+7%$471.4K$504.9K+$33.5K2026-10-20
Beacon Financial Group
DECREASED11,28911,319-300%$503.5K$502.3K-$1.1K2026-10-19
International Assets Investment Management, LLC
DECREASED11,00618,731-7,725-41%$830.9K$490.6K-$340.3K2026-11-02
Fearless Solutions, LLC dba Best Invest
DECREASED10,93910,948-90%$487.0K$486.8K-$1922026-10-14
Saxony Capital Management, LLC
DECREASED10,38610,586-200-2%$470.9K$462.2K-$8.7K2026-10-15
HB Wealth Management, LLC
DECREASED10,10019,470-9,370-48%$866.0K$449.5K-$416.6K2026-10-23
AWM Capital, LLC
UNCHANGED10,04310,04300%$446.7K$446.9K+$2012026-10-16
Signature Equity Partners, LLC
INCREASED9,969503+9,466+1882%$22.4K$443.6K+$421.2K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED9,9685,102+4,866+95%$227.0K$443.6K+$216.6K2026-11-05
Trilogy Capital Inc.
UNCHANGED9,9679,96700%$443.3K$443.5K+$2002026-10-20
Cravens & Co Advisors, LLC
DECREASED9,82811,033-1,205-11%$490.7K$437.3K-$53.4K2026-10-16
Professional Financial Advisors, LLC
INCREASED9,5529,320+232+2%$414.6K$425.1K+$10.5K2026-10-13
Platt Wealth Management LLC
DECREASED9,34410,884-1,540-14%$484.0K$415.0K-$69.0K2026-11-04
Regent Peak Wealth Advisors LLC
DECREASED9,1389,490-352-4%$422.1K$406.6K-$15.5K2026-10-13
LEE Danner & Bass Inc
INCREASED9,0758,075+1,000+12%$359.2K$403.8K+$44.7K2026-10-27
Intrua Financial, LLC
INCREASED8,7678,764+3+0%$389.8K$390.1K+$3102026-10-28
Merited Wealth, LLC
DECREASED8,58417,689-9,105-51%$786.8K$382.0K-$404.8K2026-10-13
McKinney Capital Management, LLC
DECREASED8,5548,696-142-2%$386.8K$380.7K-$6.1K2026-11-06
Northwest Financial Advisors
INCREASED8,4658,009+456+6%$356.2K$376.7K+$20.5K2026-10-27
Detalus Advisors, LLC
UNCHANGED8,4168,41600%$374.3K$374.5K+$1682026-10-15
Advisor OS, LLC
DECREASED8,32520,485-12,160-59%$911.2K$370.5K-$540.7K2026-11-03
US Bancorp \de\
DECREASED8,27310,179-1,906-19%$452.8K$368.2K-$84.6K2026-11-05
Ashton Thomas Private Wealth, LLC
NEW8,208—+8,208——$365.3K—2026-11-03
Mascagni Wealth Management, Inc.
INCREASED7,9967,968+28+0%$354.4K$355.8K+$1.4K2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED7,9224,867+3,055+63%$216.5K$352.5K+$136.0K2026-10-21
Junk Investment Group, LLC
INCREASED7,8854,525+3,360+74%$201.3K$350.9K+$149.6K2026-10-19
Investmark Advisory Group LLC
INCREASED7,7347,733+1+0%$344.0K$344.2K+$2222026-10-27
Avaii Wealth Management, LLC
UNCHANGED7,5897,58900%$337.6K$341.1K+$3.5K2026-10-09
NavPoint Financial, Inc.
INCREASED7,3067,180+126+2%$319.4K$325.1K+$5.8K2026-10-21
National Wealth Management Group, LLC
DECREASED7,2437,283-40-1%$323.9K$322.3K-$1.6K2026-10-26
Nova Financial LLC
NEW7,115—+7,115——$316.6K—2026-11-04
Worth Financial Advisory Group, LLC
INCREASED7,0176,932+85+1%$308.3K$312.2K+$3.9K2026-10-19
Towneley Capital Management, Inc / de
UNCHANGED7,0007,00000%$311.4K$311.5K+$1402026-10-09
First Heartland Consultants, Inc.
DECREASED6,8097,408-599-8%$329.5K$303.0K-$26.5K2026-10-08
Eclectic Associates Inc
DECREASED6,7887,005-217-3%$311.6K$302.1K-$9.5K2026-10-09
Keybank National Association
DECREASED6,7857,520-735-10%$334.5K$301.9K-$32.6K2026-11-04
Fisher Asset Management, LLC
NEW6,498—+6,498——$289.2K—2026-11-06
Register Financial Advisors LLC
DECREASED6,4626,502-40-1%$289.2K$287.6K-$1.7K2026-10-23
Root Financial Partners, LLC
INCREASED6,3746,105+269+4%$271.6K$283.6K+$12.1K2026-10-21
Aprio Wealth Management, LLC
UNCHANGED6,3286,32800%$281.5K$281.6K+$1342026-10-28
Daymark Wealth Partners, LLC
INCREASED6,0406,039+1+0%$268.6K$268.8K+$1312026-11-04
World Equity Group, Inc.
INCREASED5,9205,424+496+9%$241.3K$263.4K+$22.2K2026-10-14
CapWealth Advisors, LLC
DECREASED5,6746,049-375-6%$269.1K$252.5K-$16.6K2026-10-05
Forvis Mazars Wealth Advisors, LLC
INCREASED5,6684,586+1,082+24%$204.0K$252.2K+$48.2K2026-10-13
FinDec Wealth Services, Inc.
DECREASED5,3835,410-270%$240.6K$239.5K-$1.1K2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED5,2125,202+10+0%$231.4K$231.9K+$5392026-10-13
SFE Investment Counsel
UNCHANGED5,2075,20700%$231.6K$231.7K+$1052026-10-29
Sage Investment Counsel LLC
NEW5,134—+5,134——$228.5K—2026-10-26
CFS Investment Advisory Services, LLC
INCREASED4,9304,922+8+0%$217.3K$224.6K+$7.3K2026-10-19
Realta Investment Advisors
NEW4,925—+4,925——$219.2K—2026-10-14
Summit Global Investments
NEW4,861—+4,861——$216.0K—2026-10-28
Convergence Financial, LLC
DECREASED4,7958,066-3,271-41%$358.8K$213.4K-$145.4K2026-10-27
Gradient Investments LLC
NEW4,764—+4,764——$212.0K—2026-10-08
Mission Wealth Management, LP
DECREASED4,7315,115-384-8%$227.5K$210.5K-$17.0K2026-10-15
Tenet Wealth Partners, LLC
NEW4,607—+4,607——$205.0K—2026-10-19
Ignite Planners, LLC
NEW4,600—+4,600——$204.7K—2026-10-14
Cora Capital Advisors LLC
NEW4,512—+4,512——$200.8K—2026-11-02
Cape Investment Advisory, Inc.
INCREASED4,4251,325+3,100+234%$58.9K$196.9K+$138.0K2026-10-13
Financial Perspectives, Inc
INCREASED4,3322,214+2,118+96%$98.5K$192.8K+$94.3K2026-11-03
Larson Financial Group LLC
UNCHANGED3,6653,66500%$163.0K$163.1K+$742026-11-05
Birchwood Financial Partners, Inc.
INCREASED3,1573,151+6+0%$140.1K$140.5K+$3262026-11-02
SJS Investment Consulting Inc.
NEW2,803—+2,803——$124.8K—2026-10-26
Mather Group, Llc.
UNCHANGED2,6112,61100%$116.1K$116.2K+$532026-10-14
Winch Advisory Services, LLC
INCREASED2,5702,348+222+9%$104.4K$114.4K+$9.9K2026-11-06
UMB Private Wealth Management, LLC
NEW2,543—+2,543——$113.2K—2026-10-19
Archer Investment Corp
NEW2,538—+2,538——$112.9K—2026-11-05
Richardson Capital Management LLC
UNCHANGED2,5002,50000%$111.2K$111.3K+$502026-10-23
First Premier Bank
UNCHANGED2,2342,23400%$99.0K$99.0K$02026-10-13
Lanark Financial, Inc.
DECREASED2,0352,207-172-8%$98.2K$90.6K-$7.6K2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED2,0072,00700%$89.3K$89.3K+$412026-11-03
Chilton Capital Management LLC
DECREASED1,9163,142-1,226-39%$139.8K$85.3K-$54.5K2026-10-28
Clearstead Advisors, LLC
NEW1,913—+1,913——$85.1K—2026-11-06
North Star Investment Management Corp.
INCREASED1,750350+1,400+400%$15.6K$77.9K+$62.3K2026-10-27
CoreCap Advisors, LLC
INCREASED1,6061,530+76+5%$68.1K$71.5K+$3.4K2026-10-08
Bayban
UNCHANGED1,5851,58500%$70.5K$70.5K$02026-11-05
Provenance Wealth Advisors, LLC
NEW1,133—+1,133——$50.4K—2026-10-30
Evolution Wealth Management Inc.
UNCHANGED1,0701,07000%$47.6K$47.6K+$212026-10-28
PNC Financial Services Group, Inc.
DECREASED1,0681,384-316-23%$61.6K$47.5K-$14.0K2026-11-06
Central Trust Co
UNCHANGED1,0341,03400%$46.0K$46.0K+$202026-11-05
Rossby Financial, LCC
INCREASED991917+74+8%$40.8K$44.1K+$3.3K2026-11-05
Barrett & Company, Inc.
UNCHANGED91291200%$40.6K$40.6K+$192026-10-22
Trust Co
DECREASED840850-10-1%$37.8K$37.4K-$4282026-10-09
Beacon Investment Advisory Services, Inc.
NEW704—+704——$31.3K—2026-10-13
Pflug Koory, LLC
UNCHANGED62662600%$27.8K$27.9K+$132026-10-26
Westside Investment Management, Inc.
UNCHANGED45045000%$20.0K$20.0K+$92026-11-02
Arvest Investments, Inc.
UNCHANGED40940900%$18.2K$18.2K+$82026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3741,630-1,256-77%$72.6K$16.6K-$56.0K2026-10-14
IAG Wealth Partners, LLC
DECREASED358373-15-4%$16.6K$15.9K-$6592026-11-06
CX Institutional
DECREASED333379-46-12%$17.0K$15-$17.0K2026-10-02
Signaturefd, LLC
UNCHANGED30630600%$13.6K$13.6K+$62026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED28528500%$12.7K$12.7K+$52026-11-06
Pinnacle Bancorp, Inc.
DECREASED282642-360-56%$28.6K$12.5K-$16.0K2026-10-21
Meriwether Wealth & Planning, LLC
NEW264—+264——$11.7K—2026-10-13
William Mack & Associates, Inc.
NEW201—+201——$8.9K—2026-10-27
Golden State Wealth Management, LLC
UNCHANGED18618600%$8.3K$8.3K+$42026-11-02
Central Pacific Bank - Trust Division
UNCHANGED15215200%$6.8K$6.8K+$32026-10-06
Oakworth Capital, Inc.
DECREASED150250-100-40%$11.1K$6.7K-$4.4K2026-10-26
StrongBox Wealth, LLC
UNCHANGED707000%$3.1K$3.1K+$12026-11-02
Plante Moran Financial Advisors, LLC
NEW52—+52——$2.3K—2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED38383-345-90%$17.0K$1.7K-$15.3K2026-10-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED2015+5+33%$668$892+$2242026-10-28
Russell Investments Group, Ltd.
NEW7—+7——$314—2026-11-06
IMG Wealth Management, Inc.
DECREASED25-3-60%$222$89-$1332026-10-27
KMG Fiduciary Partners, LLC
CLOSED046,994-46,994-100%$2.1M$0-$2.1M2026-10-14
Sowell Financial Services LLC
CLOSED017,931-17,931-100%$797.6K$0-$797.6K2026-10-23
Facet Wealth, Inc.
CLOSED06,677-6,677-100%$297.0K$0-$297.0K2026-11-04
Mission Financial Group, LLC
CLOSED06,136-6,136-100%$272.9K$0-$272.9K2026-10-21
Wellington Grp LLC
CLOSED01,121-1,121-100%$43.1K$0-$43.1K2026-11-06
MCF Advisors LLC
CLOSED0821-821-100%$36.6K$0-$36.6K2026-10-28
Key FInancial Inc
CLOSED090-90-100%$4.0K$0-$4.0K2026-11-02
Envestnet Asset Management Inc
N/A—14,081,012-14,081,012-100%$626.3M———
Jones Financial Companies Lllp
N/A—12,776,470-12,776,470-100%$555.7M———
Raymond James Financial Inc
N/A—9,873,183-9,873,183-100%$439.2M———
Wells Fargo & Company
N/A—7,724,623-7,724,623-100%$343.6M———
Morgan Stanley
N/A—6,715,988-6,715,988-100%$298.7M———
Cetera Investment Advisers
N/A—6,388,312-6,388,312-100%$284.2M———
Capital International Investors
N/A—6,064,640-6,064,640-100%$269.8M———
Capital Group Private Client Services, Inc.
N/A—5,251,530-5,251,530-100%$233.6M———
Northwestern Mutual Wealth Management Co
N/A—4,232,575-4,232,575-100%$188.3M———
MML Investors Services, LLC
N/A—3,659,190-3,659,190-100%$162.8M———
Benjamin Edwards Inc
N/A—2,837,703-2,837,703-100%$126.2M———
Royal Bank of Canada
N/A—2,641,914-2,641,914-100%$117.5M———
SEI Investments Co
N/A—2,592,701-2,592,701-100%$115.3M———
Osaic Holdings, Inc.
N/A—2,545,562-2,545,562-100%$113.2M———
Private Advisor Group, LLC
N/A—2,352,921-2,352,921-100%$104.7M———
Captrust Financial Advisors
N/A—1,769,882-1,769,882-100%$78.7M———
UBS Group AG
N/A—1,744,803-1,744,803-100%$77.6M———
Bank of America Corp
N/A—1,456,681-1,456,681-100%$64.8M———
Stifel Financial Corp
N/A—1,427,183-1,427,183-100%$63.5M———
Baird Financial Group, Inc.
N/A—1,343,454-1,343,454-100%$59.8M———
&partners
N/A—1,217,530-1,217,530-100%$54.2M———
NewEdge Advisors, LLC
N/A—1,196,622-1,196,622-100%$53.2M———
Janney Montgomery Scott LLC
N/A—1,072,556-1,072,556-100%$47.7M———
Silver OAK Securities, Incorporated
N/A—990,870-990,870-100%$44.1M———
Equitable Holdings, Inc.
N/A—681,339-681,339-100%$30.3M———
HighPoint Advisor Group LLC
N/A—662,501-662,501-100%$29.5M———
Vestmark Advisory Solutions, Inc.
N/A—633,537-633,537-100%$28.2M———
Orion Porfolio Solutions, LLC
N/A—482,137-482,137-100%$21.4M———
Harbour Investments, Inc.
N/A—480,619-480,619-100%$21.4M———
Beacon Pointe Advisors, LLC
N/A—474,889-474,889-100%$21.1M———
Ameritas Investment Partners, Inc.
N/A—434,166-434,166-100%$19.3M———
Forge Financial Services LLC
N/A—432,535-432,535-100%$19.2M———
JPMorgan Chase & Co
N/A—421,337-421,337-100%$18.7M———
Stephens Inc
N/A—416,532-416,532-100%$18.5M———
Beto Financial Group, LLC
N/A—414,563-414,563-100%$18.2M———
Natixis Advisors, LLC
N/A—389,880-389,880-100%$17.3M———
Principal Securities, Inc.
N/A—375,987-375,987-100%$16.7M———
Bridgewealth Advisory Group, LLC
N/A—356,375-356,375-100%$15.9M———
Mutual Advisors, LLC
N/A—352,983-352,983-100%$15.7M———
Vigil Wealth Management, LLC
N/A—310,840-310,840-100%$13.8M———
Compton Financial Group, LLC
N/A—309,038-309,038-100%$13.7M———
Essex Financial Services, Inc.
N/A—302,902-302,902-100%$13.5M———
ST Germain D J Co Inc
N/A—254,286-254,286-100%$11.3M———
Per Stirling Capital Management, Llc.
N/A—236,010-236,010-100%$10.5M———
Smartleaf Asset Management LLC
N/A—230,295-230,295-100%$10.2M———
Cary Street Partners Financial LLC
N/A—226,353-226,353-100%$10.1M———
Envestnet Portfolio Solutions, Inc.
N/A—219,232-219,232-100%$9.8M———
Cannon Wealth Management Services, LLC
N/A—215,270-215,270-100%$9.6M———
Integrated Wealth Concepts LLC
N/A—200,160-200,160-100%$8.9M———
Great Valley Advisor Group, Inc.
N/A—199,779-199,779-100%$8.9M———
Blair William & Co
N/A—192,751-192,751-100%$8.6M———
Geneos Wealth Management Inc.
N/A—191,173-191,173-100%$8.5M———
HighTower Advisors, LLC
N/A—186,377-186,377-100%$8.3M———
Aspire Growth Partners LLC
N/A—173,785-173,785-100%$7.7M———
Thoroughbred Financial Services, LLC
N/A—172,197-172,197-100%$7.7M———
Centaurus Financial, Inc.
N/A—165,759-165,759-100%$7.4M———
Kintra Wealth, LLC
N/A—165,575-165,575-100%$7.7M———
Advisory Services Network, LLC
N/A—157,710-157,710-100%$7.0M———
Sanctuary Advisors, LLC
N/A—145,244-145,244-100%$6.5M———
IFG Advisory, LLC
N/A—134,061-134,061-100%$6.0M———
Sittner & Nelson, LLC
N/A—126,551-126,551-100%$5.6M———
Perennial Investment Advisors, LLC
N/A—124,737-124,737-100%$5.5M———
Gateway Wealth Partners, LLC
N/A—124,032-124,032-100%$5.5M———
Western Wealth Management, LLC
N/A—122,750-122,750-100%$5.5M———
Keystone Financial Group
N/A—121,789-121,789-100%$5.4M———
UBS Asset Management Americas LLC
N/A—121,677-121,677-100%$5.4M———
Berger Financial Group, Inc
N/A—110,804-110,804-100%$4.9M———
Bleakley Financial Group, LLC
N/A—107,010-107,010-100%$4.8M———
Kingsview Wealth Management, LLC
N/A—106,175-106,175-100%$4.7M———
Continuum Advisory, LLC
N/A—105,135-105,135-100%$4.7M———
Smith, Moore & Co.
N/A—104,816-104,816-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—101,746-101,746-100%$4.5M———
Barnes Pettey Financial Advisors, LLC
N/A—99,284-99,284-100%$4.4M———
World Investment Advisors
N/A—98,754-98,754-100%$3.8M———
Ameritas Advisory Services, LLC
N/A—90,955-90,955-100%$4.0M———
Waverly Advisors, LLC
N/A—85,920-85,920-100%$3.8M———
Advyzon Investment Management, LLC
N/A—85,585-85,585-100%$3.8M———
Global Retirement Partners, LLC
N/A—83,959-83,959-100%$3.7M———
Hopwood Nicholas Hunter
N/A—82,397-82,397-100%$3.7M———
Stratos Wealth Partners, Ltd.
N/A—80,308-80,308-100%$3.6M———
Mariner, LLC
N/A—72,097-72,097-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—69,606-69,606-100%$3.1M———
Aptus Capital Advisors, LLC
N/A—65,713-65,713-100%$2.9M———
D. E. Shaw & Co., Inc.
N/A—64,312-64,312-100%$2.9M———
Capital Analysts, LLC
N/A—64,187-64,187-100%$2.9M———
Cozad Asset Management Inc
N/A—62,336-62,336-100%$2.8M———
PCG Wealth Advisors, LLC
N/A—60,570-60,570-100%$2.7M———
Capital Investment Management, Inc.
N/A—59,700-59,700-100%$2.7M———
Steelhead Wealth Management LLC
N/A—58,701-58,701-100%$2.6M———
Transamerica Financial Advisors, LLC
N/A—53,188-53,188-100%$2.4M———
Summit Financial, LLC
N/A—49,964-49,964-100%$2.2M———
Vantus Wealth LLC
N/A—47,872-47,872-100%$2.1M———
BlackRock, Inc.
N/A—47,500-47,500-100%$2.1M———
Mayflower Financial Advisors, LLC
N/A—47,159-47,159-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—46,056-46,056-100%$2.0M———
Focus Partners Wealth
N/A—45,066-45,066-100%$2.0M———
Arax Advisory Partners
N/A—41,417-41,417-100%$1.8M———
GWN Securities Inc.
N/A—41,311-41,311-100%$1.8M———
Cerity Partners LLC
N/A—39,318-39,318-100%$1.7M———
Cvfg LLC
N/A—38,302-38,302-100%$1.7M———
BFC Planning, Inc.
N/A—35,868-35,868-100%$1.6M———
O'shaughnessy Asset Management, LLC
N/A—34,798-34,798-100%$1.5M———
Belpointe Asset Management LLC
N/A—31,879-31,879-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—31,359-31,359-100%$1.4M———
Renaissance Technologies LLC
N/A—28,224-28,224-100%$1.3M———
Ameriprise Financial Inc
N/A—26,909-26,909-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—25,528-25,528-100%$1.1M———
AQR Capital Management LLC
N/A—25,414-25,414-100%$1.1M———
Peak Asset Management, LLC
N/A—24,575-24,575-100%$1.1M———
Owen LaRue, LLC
N/A—24,499-24,499-100%$1.1M———
AE Wealth Management LLC
N/A—23,711-23,711-100%$1.1M———
Rothschild Investment LLC
N/A—23,110-23,110-100%$1.0M———
Rather & Kittrell, Inc.
N/A—18,621-18,621-100%$828.3K———
Nwam LLC
N/A—18,342-18,342-100%$815.9K———
Advance Capital Management, Inc.
N/A—17,612-17,612-100%$783.4K———
Florida Financial Advisors, LLC
N/A—17,363-17,363-100%$772.3K———
Sun Financial Inc
N/A—16,372-16,372-100%$757.2K———
Everpar Advisors LLC
N/A—16,156-16,156-100%$718.6K———
Evergreen Wealth Partners LLC
N/A—15,038-15,038-100%$668.9K———
IHT Wealth Management, LLC
N/A—14,882-14,882-100%$661.9K———
Faithward Advisors, LLC
N/A—14,800-14,800-100%$658.3K———
CIM, LLC
N/A—14,332-14,332-100%$637.5K———
CreativeOne Wealth, LLC
N/A—14,220-14,220-100%$632.5K———
Mercer Global Advisors Inc
N/A—14,073-14,073-100%$626.0K———
Tribridge Partners Financial LLC
N/A—13,786-13,786-100%$604.2K———
Arkadios Wealth Advisors
N/A—12,853-12,853-100%$571.7K———
VestGen Investment Management
N/A—12,001-12,001-100%$533.8K———
Crewe Advisors LLC
N/A—11,971-11,971-100%$532.5K———
Kovack Advisors, Inc.
N/A—11,549-11,549-100%$512.5K———
Mrwm Advisors, LLC
N/A—11,515-11,515-100%$512.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—11,342-11,342-100%$504.5K———
Flputnam Investment Management Co
N/A—10,987-10,987-100%$488.7K———
Meridian Wealth Advisors, LLC
N/A—10,890-10,890-100%$484.4K———
Octavia Wealth Advisors, LLC
N/A—10,511-10,511-100%$468.4K———
Savvy Advisors, Inc.
N/A—10,288-10,288-100%$457.6K———
HFG Advisors, Inc.
N/A—9,925-9,925-100%$441.5K———
Rothschild Wealth LLC
N/A—9,404-9,404-100%$418.3K———
FMR LLC
N/A—9,087-9,087-100%$404.2K———
PFG Investments, LLC
N/A—9,057-9,057-100%$402.8K———
Clark Capital Management Group, Inc.
N/A—8,910-8,910-100%$396.3K———
GeoWealth Management, LLC
N/A—8,841-8,841-100%$393.2K———
Huntington National Bank
N/A—8,712-8,712-100%$387.5K———
Commerce Bank
N/A—8,687-8,687-100%$386.4K———
Millington Financial Advisors, LLC
N/A—8,500-8,500-100%$374.0K———
Snowden Capital Advisors LLC
N/A—8,302-8,302-100%$369.5K———
Maridea Wealth Management LLC
N/A—7,842-7,842-100%$348.8K———
Insigneo Advisory Services, LLC
N/A—7,808-7,808-100%$347.3K———
Stratos Wealth Advisors, LLC
N/A—7,698-7,698-100%$342.4K———
RiverFront Investment Group, LLC
N/A—7,487-7,487-100%$333.0K———
Sequoia Financial Advisors, LLC
N/A—7,189-7,189-100%$319.8K———
Mark Sheptoff Financial Planning, LLC
N/A—7,069-7,069-100%$314.4K———
Indie Asset Partners, LLC
N/A—6,689-6,689-100%$297.5K———
West Michigan Advisors, LLC
N/A—6,637-6,637-100%$295.2K———
XTX Topco Ltd
N/A—6,560-6,560-100%$291.8K———
Hexagon Capital Partners LLC
N/A—6,470-6,470-100%$287.8K———
Rollins Financial Advisors, LLC
N/A—6,264-6,264-100%$278.6K———
Wealth Management Associates, Inc.
N/A—6,056-6,056-100%$269.4K———
Ameriflex Group, Inc.
N/A—5,978-5,978-100%$265.9K———
Calton & Associates, Inc.
N/A—5,976-5,976-100%$265.8K———
Fortis Capital Advisors, LLC
N/A—5,962-5,962-100%$265.2K———
January Capital Advisors LLC
N/A—5,958-5,958-100%$265.1K———
Synergy Investment Management, LLC
N/A—5,948-5,948-100%$264.6K———
Quantinno Capital Management LP
N/A—5,860-5,860-100%$260.7K———
Founders Financial Alliance, LLC
N/A—5,616-5,616-100%$249.8K———
Avant Capital LLC
N/A—5,558-5,558-100%$247.2K———
Leigh Baldwin & Co., LLC
N/A—5,405-5,405-100%$240.4K———
CIBC Bancorp USA Inc.
N/A—5,336-5,336-100%$237.3K———
Tidemark, LLC
N/A—5,251-5,251-100%$233.6K———
Aspen Capital Management, LLC
N/A—5,207-5,207-100%$231.6K———
Alta Wealth Advisors LLC
N/A—5,134-5,134-100%$228.4K———
Vermillion & White Wealth Management Group, LLC
N/A—4,976-4,976-100%$221.1K———
Duncan Williams Asset Management, LLC
N/A—4,894-4,894-100%$217.7K———
EP Wealth Advisors, LLC
N/A—4,775-4,775-100%$212.4K———
Swisher Financial Concepts, Inc.
N/A—4,683-4,683-100%$208.3K———
Hilltop Holdings Inc.
N/A—4,620-4,620-100%$205.5K———
Cresset Asset Management, LLC
N/A—4,507-4,507-100%$200.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,836-3,836-100%$170.6K———
Motco
N/A—3,727-3,727-100%$165.8K———
Miller Capital Partners, Inc.
N/A—2,140-2,140-100%$95.2K———
Colonial Trust Co / SC
N/A—1,897-1,897-100%$84.1K———
Innovative Asset Advisors Group, LLC
N/A—1,822-1,822-100%$81.2K———
Medallion Wealth Advisors, LLC
N/A—1,062-1,062-100%$47.2K———
Vanguard Advisers Inc
N/A—597-597-100%$26.6K———
Fiduciary Financial Advisors
N/A—432-432-100%$19.2K———
Dunhill Financial, LLC
N/A—334-334-100%$14.9K———
Harborfront Financial Group LLC
N/A—314-314-100%$14.0K———
N.E.W. Advisory Services LLC
N/A—200-200-100%$8.9K———
MidFirst Bank
N/A—75-75-100%$3.3K———
Mpwm Advisory Solutions, LLC
N/A—35-35-100%$1.6K———
Showing 471 of 471 institutions