IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cap Group US Multi-Sect Bond (CGMS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares24,295,698 from 21,684,661
Change+2,611,037 (+12%)
Value$637.3M (+$44.6M)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,697,625 from 9,259
Change+3,688,366 (+39835%)
Value$97.0M (+$96.7M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares3,153,812 from 3,334,411
Change-180,599 (-5%)
Value$82.7M (-$8.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,290,249 from 2,029,029
Change+261,220 (+13%)
Value$60.1M (+$4.6M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares2,030,123 from 1,774,486
Change+255,637 (+14%)
Value$53.3M (+$4.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,431,506 from 1,301,349
Change+130,157 (+10%)
Value$37.7M (+$2.2M)
Filed 2026-10-13
Regatta Capital Group, LLC
INCREASED
Shares971,313 from 907,530
Change+63,783 (+7%)
Value$25.5M (+$674.8K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares868,945 from 1,271,974
Change-403,029 (-32%)
Value$22.8M (-$12.0M)
Filed 2026-11-02
TrueWealth Advisors, LLC
INCREASED
Shares831,862 from 796,067
Change+35,795 (+5%)
Value$21.8M (+$63.2K)
Filed 2026-10-09
J. Derek Lewis & Associates Inc.
INCREASED
Shares826,082 from 768,767
Change+57,315 (+7%)
Value$21.7M (+$657.5K)
Filed 2026-11-03
Winch Advisory Services, LLC
INCREASED
Shares799,791 from 791,200
Change+8,591 (+1%)
Value$21.0M (-$645.0K)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
INCREASED
Shares752,732 from 693,381
Change+59,351 (+9%)
Value$19.7M (+$794.1K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares658,592 from 627,005
Change+31,587 (+5%)
Value$17.4M (+$277.0K)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares599,988 from 561,637
Change+38,351 (+7%)
Value$15.7M (+$388.2K)
Filed 2026-11-05
Entruity Wealth, LLC
DECREASED
Shares591,784 from 637,736
Change-45,952 (-7%)
Value$15.5M (-$1.9M)
Filed 2026-11-06
Level Four Advisory Services, LLC
INCREASED
Shares534,532 from 256,499
Change+278,033 (+108%)
Value$14.0M (+$7.0M)
Filed 2026-11-06
KWB Wealth
DECREASED
Shares500,525 from 527,423
Change-26,898 (-5%)
Value$13.1M (-$1.3M)
Filed 2026-10-16
Markowski Investments
INCREASED
Shares486,971 from 471,323
Change+15,648 (+3%)
Value$12.8M (-$108.0K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares470,420 from 307,249
Change+163,171 (+53%)
Value$12.3M (+$3.9M)
Filed 2026-10-16
Souders Financial Advisors
INCREASED
Shares454,843 from 442,298
Change+12,545 (+3%)
Value$11.9M (-$157.5K)
Filed 2026-11-03
Centennial Wealth Advisory LLC
DECREASED
Shares451,485 from 478,468
Change-26,983 (-6%)
Value$11.8M (-$1.2M)
Filed 2026-10-16
Turning Point Benefit Group, Inc.
INCREASED
Shares440,128 from 391,822
Change+48,306 (+12%)
Value$11.5M (+$842.6K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares428,738 from 422,551
Change+6,187 (+1%)
Value$11.2M (-$302.5K)
Filed 2026-10-16
Bouvel Investment Partners, LLC
INCREASED
Shares420,811 from 415,149
Change+5,662 (+1%)
Value$11.0M (-$308.1K)
Filed 2026-10-13
Clear Trail Advisors, LLC
INCREASED
Shares396,200 from 393,663
Change+2,537 (+1%)
Value$10.4M (-$366.5K)
Filed 2026-10-20
IFS Advisors, LLC
NEW
Shares362,907
Change+362,907
Value$9.5M
Filed 2026-10-14
Main Line Retirement Advisors, LLC
INCREASED
Shares354,197 from 323,673
Change+30,524 (+9%)
Value$9.3M (+$444.6K)
Filed 2026-10-14
Bond & Devick Financial Network, Inc.
INCREASED
Shares341,531 from 309,593
Change+31,938 (+10%)
Value$9.0M (+$497.2K)
Filed 2026-10-23
Skyline Advisors, Inc.
INCREASED
Shares333,196 from 313,360
Change+19,836 (+6%)
Value$8.7M (+$175.6K)
Filed 2026-11-03
Clarity Asset Management, Inc.
INCREASED
Shares325,153 from 316,786
Change+8,367 (+3%)
Value$8.5M (-$129.0K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares322,374 from 115,724
Change+206,650 (+179%)
Value$8.5M (+$5.3M)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares303,653 from 277,677
Change+25,976 (+9%)
Value$8.0M (+$375.9K)
Filed 2026-11-06
BNB Wealth Management, LLC
INCREASED
Shares300,195 from 296,159
Change+4,036 (+1%)
Value$7.9M (-$219.9K)
Filed 2026-10-28
Carmel Capital Partners, LLC
DECREASED
Shares293,376 from 369,264
Change-75,888 (-21%)
Value$7.7M (-$2.4M)
Filed 2026-11-03
Thayer Financial, L.L.C.
INCREASED
Shares290,946 from 258,628
Change+32,318 (+13%)
Value$7.6M (+$566.1K)
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares269,274 from 232,863
Change+36,411 (+16%)
Value$7.1M (+$698.9K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares263,314 from 152,083
Change+111,231 (+73%)
Value$6.9M (+$2.8M)
Filed 2026-10-30
Drive Wealth Management, LLC
INCREASED
Shares237,737 from 218,950
Change+18,787 (+9%)
Value$6.2M (+$252.0K)
Filed 2026-11-09
Confluence Wealth Services, Inc.
INCREASED
Shares234,089 from 227,854
Change+6,235 (+3%)
Value$6.1M (-$87.1K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares218,126 from 202,477
Change+15,649 (+8%)
Value$5.7M (+$187.8K)
Filed 2026-10-19
LCW Services, LLC
INCREASED
Shares210,700 from 199,783
Change+10,917 (+5%)
Value$5.5M (+$66.6K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares194,702 from 174,907
Change+19,795 (+11%)
Value$5.1M (+$326.8K)
Filed 2026-10-14
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares193,197 from 203,720
Change-10,523 (-5%)
Value$5.1M (-$500.1K)
Filed 2026-10-29
Stewardship Concepts Financial Services LLC
INCREASED
Shares190,745 from 185,366
Change+5,379 (+3%)
Value$5.0M (-$62.8K)
Filed 2026-10-06
Assetmark, Inc
INCREASED
Shares184,393 from 166,474
Change+17,919 (+11%)
Value$4.8M (+$286.9K)
Filed 2026-10-21
LifeGoal Investments, LLC
INCREASED
Shares173,716 from 157,766
Change+15,950 (+10%)
Value$4.6M (+$244.8K)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares170,430 from 160,235
Change+10,195 (+6%)
Value$4.5M (+$91.2K)
Filed 2026-10-19
Mission Wealth Management, LP
INCREASED
Shares165,358 from 146,050
Change+19,308 (+13%)
Value$4.3M (+$345.8K)
Filed 2026-10-15
NewCorp Financial Services, Inc.
INCREASED
Shares162,426 from 145,115
Change+17,311 (+12%)
Value$4.3M (+$294.5K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares157,426 from 139,378
Change+18,048 (+13%)
Value$4.1M (+$320.1K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares151,380 from 129,636
Change+21,744 (+17%)
Value$4.0M (+$427.7K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares145,141 from 145,450
Change-309 (0%)
Value$3.8M (-$167.0K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares143,907 from 136,904
Change+7,003 (+5%)
Value$3.8M (+$33.1K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares143,333 from 83,923
Change+59,410 (+71%)
Value$3.8M (+$1.5M)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares136,642 from 57,072
Change+79,570 (+139%)
Value$3.6M (+$2.0M)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares132,674 from 129,390
Change+3,284 (+3%)
Value$3.5M (-$56.2K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares131,974 from 129,199
Change+2,775 (+2%)
Value$3.5M (-$69.3K)
Filed 2026-10-16
Schuylkill Financial LLC
INCREASED
Shares129,526 from 124,391
Change+5,135 (+4%)
Value$3.4M (-$2.1K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
INCREASED
Shares123,838 from 109,009
Change+14,829 (+14%)
Value$3.2M (+$269.0K)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares121,934 from 134,007
Change-12,073 (-9%)
Value$3.2M (-$464.1K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares120,153 from 115,907
Change+4,246 (+4%)
Value$3.2M (-$9.2K)
Filed 2026-10-30
CLG LLC
INCREASED
Shares119,243 from 104,532
Change+14,711 (+14%)
Value$3.1M (+$270.9K)
Filed 2026-10-13
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares115,938 from 116,265
Change-327 (0%)
Value$3.0M (-$124.8K)
Filed 2026-10-14
Seamount Financial Group Inc
INCREASED
Shares115,435 from 97,492
Change+17,943 (+18%)
Value$3.0M (+$363.4K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares114,236 from 103,320
Change+10,916 (+11%)
Value$3.0M (+$172.7K)
Filed 2026-10-07
Forthright Family Wealth Advisory LLC
DECREASED
Shares114,148 from 115,558
Change-1,410 (-1%)
Value$3.0M (-$164.1K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares112,627 from 16,681
Change+95,946 (+575%)
Value$3.0M (+$2.5M)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares111,090 from 111,890
Change-800 (-1%)
Value$2.9M (-$144.1K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
NEW
Shares107,055
Change+107,055
Value$2.8M
Filed 2026-10-09
Boyer Financial Services, Inc.
DECREASED
Shares105,658 from 106,902
Change-1,244 (-1%)
Value$2.8M (-$155.6K)
Filed 2026-10-23
Rubicon Advisors, GP
DECREASED
Shares99,717 from 105,834
Change-6,117 (-6%)
Value$2.6M (-$276.9K)
Filed 2026-10-23
Transcendent Capital Group LLC
INCREASED
Shares97,954 from 92,626
Change+5,328 (+6%)
Value$2.6M (+$37.9K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
INCREASED
Shares97,768 from 73,348
Change+24,420 (+33%)
Value$2.6M (+$559.8K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED
Shares94,391 from 172,616
Change-78,225 (-45%)
Value$2.5M (-$2.2M)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares90,831 from 62,481
Change+28,350 (+45%)
Value$2.4M (+$674.9K)
Filed 2026-10-30
Cottage Street Advisors LLC
INCREASED
Shares90,732 from 69,737
Change+20,995 (+30%)
Value$2.4M (+$474.0K)
Filed 2026-10-19
Jacobi Capital Management LLC
INCREASED
Shares89,773 from 87,259
Change+2,514 (+3%)
Value$2.4M (-$30.0K)
Filed 2026-11-05
MFA Wealth Services
INCREASED
Shares85,676 from 77,373
Change+8,303 (+11%)
Value$2.2M (+$132.7K)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares83,869 from 49,595
Change+34,274 (+69%)
Value$2.2M (+$844.5K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares80,123 from 59,476
Change+20,647 (+35%)
Value$2.1M (+$476.1K)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares78,488 from 77,524
Change+964 (+1%)
Value$2.1M (-$60.0K)
Filed 2026-10-19
Novem Group
DECREASED
Shares71,548 from 145,056
Change-73,508 (-51%)
Value$1.9M (-$2.1M)
Filed 2026-10-19
ProCore Advisors, LLC
DECREASED
Shares71,538 from 71,635
Change-97 (0%)
Value$1.9M (-$81.3K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares71,295 from 62,851
Change+8,444 (+13%)
Value$1.9M (+$152.0K)
Filed 2026-10-22
Scott Capital Advisors, LLC
INCREASED
Shares70,878 from 63,135
Change+7,743 (+12%)
Value$1.9M (+$138.6K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares70,693 from 64,035
Change+6,658 (+10%)
Value$1.9M (+$104.2K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares70,634 from 81,644
Change-11,010 (-13%)
Value$1.9M (-$377.1K)
Filed 2026-11-02
Advisortrust Partners, LLC
INCREASED
Shares69,312 from 68,175
Change+1,137 (+2%)
Value$1.8M (-$45.2K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
INCREASED
Shares65,500 from 59,622
Change+5,878 (+10%)
Value$1.7M (+$88.6K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares59,418 from 49,595
Change+9,823 (+20%)
Value$1.6M (+$226.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares59,418 from 49,595
Change+9,823 (+20%)
Value$1.6M (+$226.1K)
Filed 2026-10-20
Michael Brady & Co., LLC
INCREASED
Shares59,216 from 55,951
Change+3,265 (+6%)
Value$1.6M (+$24.1K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares58,549 from 33,986
Change+24,563 (+72%)
Value$1.5M (+$606.7K)
Filed 2026-10-08
Argyle Capital Partners, LLC
INCREASED
Shares58,020 from 52,545
Change+5,475 (+10%)
Value$1.5M (+$85.8K)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares57,691 from 42,865
Change+14,826 (+35%)
Value$1.5M (+$341.7K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED
Shares56,920 from 59,622
Change-2,702 (-5%)
Value$1.5M (-$136.5K)
Filed 2026-10-19
Midwest Financial Network, LLC
DECREASED
Shares56,156 from 121,844
Change-65,688 (-54%)
Value$1.5M (-$1.9M)
Filed 2026-10-13
Stonebridge Financial Group, LLC
INCREASED
Shares54,434 from 23,590
Change+30,844 (+131%)
Value$1.4M (+$783.1K)
Filed 2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED
Shares50,890 from 69,818
Change-18,928 (-27%)
Value$1.3M (-$573.3K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares50,839 from 49,717
Change+1,122 (+2%)
Value$1.3M (-$25.3K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares50,643 from 32,575
Change+18,068 (+55%)
Value$1.3M (+$438.1K)
Filed 2026-10-26
Geneos Wealth Management Inc.
INCREASED
Shares50,530 from 15,650
Change+34,880 (+223%)
Value$1.3M (+$897.7K)
Filed 2026-11-09
Private Trust Co NA
INCREASED
Shares49,461 from 47,458
Change+2,003 (+4%)
Value$1.3M (+$335)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares48,867 from 50,466
Change-1,599 (-3%)
Value$1.3M (-$73.7K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares48,845 from 46,215
Change+2,630 (+6%)
Value$1.3M (+$18.1K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares47,901 from 6,341
Change+41,560 (+655%)
Value$1.3M (+$1.1M)
Filed 2026-10-16
Milestone Investment Advisors LLC
INCREASED
Shares47,317 from 18,780
Change+28,537 (+152%)
Value$1.2M (+$727.9K)
Filed 2026-11-05
Kestra Investment Management, LLC
INCREASED
Shares46,760 from 41,591
Change+5,169 (+12%)
Value$1.2M (+$89.8K)
Filed 2026-11-04
Blueprint Financial Advisors LLC
INCREASED
Shares46,021 from 41,673
Change+4,348 (+10%)
Value$1.2M (+$68.2K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares46,021 from 41,673
Change+4,348 (+10%)
Value$1.2M (+$68.2K)
Filed 2026-10-28
Burford Brothers, Inc.
INCREASED
Shares46,006 from 30,954
Change+15,052 (+49%)
Value$1.2M (+$360.8K)
Filed 2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED
Shares41,729 from 40,920
Change+809 (+2%)
Value$1.1M (-$23.8K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares39,998 from 39,966
Change+32 (+0%)
Value$1.0M (-$43.1K)
Filed 2026-10-20
Trademark Financial Management, LLC
INCREASED
Shares39,458 from 37,998
Change+1,460 (+4%)
Value$1.0M (-$3.5K)
Filed 2026-10-23
M.E. Allison & Co., Inc.
INCREASED
Shares39,340 from 35,253
Change+4,087 (+12%)
Value$1.0M (+$68.4K)
Filed 2026-10-09
IFG Advisory, LLC
INCREASED
Shares38,293 from 35,046
Change+3,247 (+9%)
Value$1.0M (+$46.6K)
Filed 2026-11-09
Uhlmann Price Securities, LLC
INCREASED
Shares37,316 from 34,273
Change+3,043 (+9%)
Value$978.8K (+$42.1K)
Filed 2026-11-03
Alchemi Wealth, LLC
DECREASED
Shares37,289 from 38,693
Change-1,404 (-4%)
Value$978.1K (-$79.4K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares36,839 from 41,181
Change-4,342 (-11%)
Value$966.3K (-$159.2K)
Filed 2026-10-27
Waterfront Wealth Inc.
INCREASED
Shares35,388 from 33,552
Change+1,836 (+5%)
Value$934.1K (+$18.8K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares34,630 from 33,789
Change+841 (+2%)
Value$908.4K (-$15.1K)
Filed 2026-10-20
Pines Wealth Management, LLC
DECREASED
Shares32,889 from 35,104
Change-2,215 (-6%)
Value$862.7K (-$96.7K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares32,471 from 32,039
Change+432 (+1%)
Value$851.7K (-$23.9K)
Filed 2026-11-04
Nikulski Financial, Inc.
INCREASED
Shares31,780 from 28,270
Change+3,510 (+12%)
Value$833.6K (+$61.0K)
Filed 2026-11-06
Lantern Wealth Advisors, LLC
INCREASED
Shares31,238 from 31,100
Change+138 (+0%)
Value$819.4K (-$30.6K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED
Shares30,742 from 21,960
Change+8,782 (+40%)
Value$806.4K (+$206.2K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares30,556 from 30,705
Change-149 (0%)
Value$801.5K (-$37.7K)
Filed 2026-11-03
True Blue Financial, LLC
DECREASED
Shares29,931 from 34,672
Change-4,741 (-14%)
Value$785.1K (-$162.5K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares28,447 from 36,348
Change-7,901 (-22%)
Value$746.2K (-$247.2K)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares27,838 from 21,973
Change+5,865 (+27%)
Value$730.3K (+$129.7K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares26,272
Change+26,272
Value$701.8K
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares26,095 from 29,878
Change-3,783 (-13%)
Value$684.5K (-$132.1K)
Filed 2026-10-08
Integrity Advisory Solutions, LLC
DECREASED
Shares25,826 from 26,601
Change-775 (-3%)
Value$677.4K (-$49.6K)
Filed 2026-10-29
Cap Partners, LLC
INCREASED
Shares24,538 from 23,485
Change+1,053 (+4%)
Value$643.6K (+$1.8K)
Filed 2026-10-19
Midwest Heritage Bank, FSB
INCREASED
Shares24,333 from 16,511
Change+7,822 (+47%)
Value$638.3K (+$187.0K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares24,231 from 517
Change+23,714 (+4587%)
Value$635.6K (+$621.4K)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares23,526 from 19,149
Change+4,377 (+23%)
Value$617.1K (+$93.7K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares23,355 from 24,125
Change-770 (-3%)
Value$612.6K (-$46.3K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares22,974 from 18,276
Change+4,698 (+26%)
Value$602.6K (+$103.1K)
Filed 2026-10-22
HighPoint Advisor Group LLC
INCREASED
Shares22,693 from 19,582
Change+3,111 (+16%)
Value$595.2K (+$60.1K)
Filed 2026-11-09
Clearwave Capital, LLC
INCREASED
Shares22,367 from 22,015
Change+352 (+2%)
Value$586.7K (-$15.0K)
Filed 2026-10-27
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares22,311 from 21,536
Change+775 (+4%)
Value$585.2K (-$3.4K)
Filed 2026-10-14
Capital Planning LLC
INCREASED
Shares21,760 from 21,662
Change+98 (+0%)
Value$570.8K (-$21.3K)
Filed 2026-10-09
Cooper Financial Group
INCREASED
Shares21,424 from 21,084
Change+340 (+2%)
Value$561.9K (-$14.3K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
INCREASED
Shares21,319 from 20,728
Change+591 (+3%)
Value$559.2K (-$7.3K)
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares21,207 from 21,204
Change+3 (+0%)
Value$556.3K (-$23.2K)
Filed 2026-11-05
Money Concepts Capital Corp
DECREASED
Shares21,191 from 21,859
Change-668 (-3%)
Value$555.8K (-$41.6K)
Filed 2026-11-06
Merited Wealth, LLC
DECREASED
Shares20,970 from 29,288
Change-8,318 (-28%)
Value$550.0K (-$250.4K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares19,004 from 20,001
Change-997 (-5%)
Value$498.5K (-$48.2K)
Filed 2026-11-04
LexAurum Advisors, LLC
INCREASED
Shares18,907 from 18,595
Change+312 (+2%)
Value$495.9K (-$12.3K)
Filed 2026-10-19
Security Financial Services, Inc.
INCREASED
Shares18,815 from 18,090
Change+725 (+4%)
Value$493.5K (-$878)
Filed 2026-10-29
MSH Capital Advisors LLC
DECREASED
Shares18,754 from 19,210
Change-456 (-2%)
Value$491.9K (-$33.1K)
Filed 2026-11-03
Fifth Third Securities, Inc.
NEW
Shares18,636
Change+18,636
Value$488.8K
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares18,543 from 34,115
Change-15,572 (-46%)
Value$490.2K (-$442.1K)
Filed 2026-10-23
Freestate Advisors LLC
INCREASED
Shares17,362 from 17,159
Change+203 (+1%)
Value$455.4K (-$13.6K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares16,299
Change+16,299
Value$427.5K
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares15,621 from 7,797
Change+7,824 (+100%)
Value$409.7K (+$196.6K)
Filed 2026-10-26
Global Financial Private Client, LLC
UNCHANGED
Shares15,607 from 15,607
Change0 (0%)
Value$409.4K (-$17.2K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares15,005 from 14,799
Change+206 (+1%)
Value$393.6K (-$10.9K)
Filed 2026-10-08
Bank of Montreal
INCREASED
Shares15,000 from 11,300
Change+3,700 (+33%)
Value$393.5K (+$84.6K)
Filed 2026-11-09
ACT Wealth Management, LLC
INCREASED
Shares14,980 from 10,476
Change+4,504 (+43%)
Value$392.9K (+$106.6K)
Filed 2026-10-09
Financial Perspectives, Inc
INCREASED
Shares14,722 from 10,190
Change+4,532 (+44%)
Value$386.2K (+$107.7K)
Filed 2026-11-03
Warner Financial, Inc
INCREASED
Shares14,446 from 14,084
Change+362 (+3%)
Value$378.9K (-$6.0K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares13,744 from 15,811
Change-2,067 (-13%)
Value$360.5K (-$71.6K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares13,713 from 13,530
Change+183 (+1%)
Value$359.7K (-$10.1K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares13,660 from 9,171
Change+4,489 (+49%)
Value$358.3K (+$107.7K)
Filed 2026-10-08
Meadowbrook Wealth Management, LLC
INCREASED
Shares13,650 from 12,900
Change+750 (+6%)
Value$358.0K (+$5.6K)
Filed 2026-10-08
Summit Global Investments
DECREASED
Shares13,129 from 14,075
Change-946 (-7%)
Value$344.0K (-$41.0K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares13,041 from 16,625
Change-3,584 (-22%)
Value$342.1K (-$112.3K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares12,799 from 6,478
Change+6,321 (+98%)
Value$337.3K (+$160.2K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares12,779 from 12,870
Change-91 (-1%)
Value$335.2K (-$16.5K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
DECREASED
Shares12,670 from 12,755
Change-85 (-1%)
Value$332.3K (-$16.3K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
INCREASED
Shares12,635 from 9,836
Change+2,799 (+28%)
Value$331.4K (+$62.6K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares12,507 from 12,307
Change+200 (+2%)
Value$328.1K (-$8.3K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares12,412 from 16,338
Change-3,926 (-24%)
Value$325.6K (-$120.9K)
Filed 2026-10-29
Klingman & Associates, LLC
UNCHANGED
Shares12,381 from 12,381
Change0 (0%)
Value$324.8K (-$13.6K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares12,295 from 10,370
Change+1,925 (+19%)
Value$322.5K (+$39.1K)
Filed 2026-10-08
Peterson Wealth Advisors, LLC
DECREASED
Shares12,228 from 15,170
Change-2,942 (-19%)
Value$320.8K (-$93.9K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares11,978 from 11,978
Change0 (0%)
Value$314.2K (-$13.2K)
Filed 2026-11-03
National Wealth Management Group, LLC
NEW
Shares11,819
Change+11,819
Value$310.0K
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares11,615 from 11,615
Change0 (0%)
Value$304.7K (-$12.8K)
Filed 2026-11-04
Jones Kertz & Associates, Inc.
NEW
Shares11,274
Change+11,274
Value$295.7K
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares11,218 from 11,139
Change+79 (+1%)
Value$294.2K (-$10.2K)
Filed 2026-11-04
Northland Securities, Inc.
INCREASED
Shares11,172 from 11,158
Change+14 (+0%)
Value$293.0K (-$11.9K)
Filed 2026-11-02
Investment Planning Advisors, Inc.
DECREASED
Shares10,779 from 12,367
Change-1,588 (-13%)
Value$282.7K (-$55.3K)
Filed 2026-10-14
Equity Wealth Partners, LLC
INCREASED
Shares10,374 from 8,532
Change+1,842 (+22%)
Value$272.1K (+$38.9K)
Filed 2026-10-26
Carlson Financial, Inc.
DECREASED
Shares10,366 from 15,092
Change-4,726 (-31%)
Value$271.9K (-$140.7K)
Filed 2026-11-05
Carson Advisory Inc.
DECREASED
Shares10,299 from 11,144
Change-845 (-8%)
Value$270.1K (-$34.4K)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
DECREASED
Shares9,942 from 11,536
Change-1,594 (-14%)
Value$260.8K (-$54.5K)
Filed 2026-11-03
James J. Burns & Company, LLC
NEW
Shares9,871
Change+9,871
Value$258.9K
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares9,673 from 9,524
Change+149 (+2%)
Value$253.7K (-$6.5K)
Filed 2026-11-04
Smith Thornton Advisors LLC
UNCHANGED
Shares8,975 from 8,975
Change0 (0%)
Value$235.4K (-$8.8K)
Filed 2026-10-16
Opal Wealth Advisors, LLC
INCREASED
Shares8,778 from 8,707
Change+71 (+1%)
Value$230.3K (-$7.7K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares8,695 from 4,967
Change+3,728 (+75%)
Value$228.9K (+$93.1K)
Filed 2026-10-15
Live Oak Investment Partners
UNCHANGED
Shares8,561 from 8,561
Change0 (0%)
Value$224.6K (-$9.4K)
Filed 2026-10-23
Savant Capital, LLC
NEW
Shares8,446
Change+8,446
Value$221.6K
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares8,110 from 1,900
Change+6,210 (+327%)
Value$212.7K (+$160.8K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares7,497 from 6,286
Change+1,211 (+19%)
Value$196.7K (+$24.9K)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares6,606 from 5,400
Change+1,206 (+22%)
Value$173.3K (+$25.7K)
Filed 2026-10-27
US Bancorp \de\
NEW
Shares4,595
Change+4,595
Value$120.5K
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares4,027 from 4,027
Change0 (0%)
Value$105.6K (-$4.4K)
Filed 2026-10-21
Westside Investment Management, Inc.
DECREASED
Shares3,360 from 3,735
Change-375 (-10%)
Value$88.1K (-$13.9K)
Filed 2026-11-02
Olistico Wealth, LLC
INCREASED
Shares3,230 from 2,188
Change+1,042 (+48%)
Value$84.7K (+$24.9K)
Filed 2026-10-05
TD Waterhouse Canada Inc.
NEW
Shares2,700
Change+2,700
Value$70.8K
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares2,485 from 265
Change+2,220 (+838%)
Value$65.2K (+$57.9K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares2,198
Change+2,198
Value$57.7K
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares2,000
Change+2,000
Value$52.5K
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares1,979
Change+1,979
Value$51.9K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
NEW
Shares1,323
Change+1,323
Value$35.0K
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$32.3K (-$1.4K)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares812
Change+812
Value$21.3K
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares450
Change+450
Value$11.8K
Filed 2026-10-30
CX Institutional
DECREASED
Shares300 from 2,480
Change-2,180 (-88%)
Value$8 (-$68.0K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$6.3K (-$264)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$4.2K (-$176)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.8K (-$77)
Filed 2026-10-23
Central Trust Co
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.0K (-$43)
Filed 2026-11-05
RHL Group, LLC
DECREASED
Shares10 from 231,018
Change-231,008 (-100%)
Value$268 (-$6.2M)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares9 from 4
Change+5 (+125%)
Value$240 (+$129)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares1
Change+1
Value$0
Filed 2026-10-14
Capital Advantage, Inc.
CLOSED
Shares0 from 3,791,682
Change-3,791,682 (-100%)
Value$0 (-$103.6M)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 28,711
Change-28,711 (-100%)
Value$0 (-$784.7K)
Filed 2026-10-14
Choreo, LLC
CLOSED
Shares0 from 15,661
Change-15,661 (-100%)
Value$0 (-$428.0K)
Filed 2026-10-28
Redwood Family Wealth LLC
CLOSED
Shares0 from 12,894
Change-12,894 (-100%)
Value$0 (-$352.4K)
Filed 2026-10-20
Lincoln Capital LLC
CLOSED
Shares0 from 12,649
Change-12,649 (-100%)
Value$0 (-$345.7K)
Filed 2026-10-09
Simplicity Wealth,LLC
CLOSED
Shares0 from 11,840
Change-11,840 (-100%)
Value$0 (-$323.6K)
Filed 2026-10-23
Beacon Financial Advisory LLC
CLOSED
Shares0 from 10,022
Change-10,022 (-100%)
Value$0 (-$273.9K)
Filed 2026-10-16
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 9,198
Change-9,198 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-07
Todd Wealth Management, LLC
CLOSED
Shares0 from 8,788
Change-8,788 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-19
CWS Financial Advisors, LLC
CLOSED
Shares0 from 7,421
Change-7,421 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 397
Change-397 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-06
Wells Fargo & Company
N/A
Shares— from 9,954,981
Change-9,954,981 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,076,177
Change-9,076,177 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,932,936
Change-7,932,936 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,927,229
Change-7,927,229 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,240,391
Change-6,240,391 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,061,712
Change-5,061,712 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,285,180
Change-3,285,180 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,845,539
Change-2,845,539 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,326,317
Change-2,326,317 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,195,645
Change-2,195,645 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,845,865
Change-1,845,865 (-100%)
Value—
Schusterman Interests, LLC
N/A
Shares— from 1,818,185
Change-1,818,185 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,792,846
Change-1,792,846 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,550,326
Change-1,550,326 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,136,768
Change-1,136,768 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 960,524
Change-960,524 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 951,076
Change-951,076 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 940,884
Change-940,884 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 828,507
Change-828,507 (-100%)
Value—
&partners
N/A
Shares— from 784,662
Change-784,662 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 775,013
Change-775,013 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 738,465
Change-738,465 (-100%)
Value—
Stephens Inc
N/A
Shares— from 729,186
Change-729,186 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 679,303
Change-679,303 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 613,158
Change-613,158 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 599,845
Change-599,845 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 556,556
Change-556,556 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 455,538
Change-455,538 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 422,630
Change-422,630 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 415,111
Change-415,111 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 412,825
Change-412,825 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 397,373
Change-397,373 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 382,360
Change-382,360 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 368,318
Change-368,318 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 337,767
Change-337,767 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 323,447
Change-323,447 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 297,020
Change-297,020 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 285,554
Change-285,554 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 280,499
Change-280,499 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 269,059
Change-269,059 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 268,461
Change-268,461 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 265,625
Change-265,625 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 256,593
Change-256,593 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 245,446
Change-245,446 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 215,533
Change-215,533 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 208,913
Change-208,913 (-100%)
Value—
Betterment LLC
N/A
Shares— from 208,266
Change-208,266 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 206,345
Change-206,345 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 201,042
Change-201,042 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 190,720
Change-190,720 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 184,511
Change-184,511 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 172,912
Change-172,912 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 172,813
Change-172,813 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 163,201
Change-163,201 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 156,412
Change-156,412 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 151,048
Change-151,048 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 147,429
Change-147,429 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 144,247
Change-144,247 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 142,560
Change-142,560 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 128,392
Change-128,392 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 117,750
Change-117,750 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 113,724
Change-113,724 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 113,707
Change-113,707 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 108,077
Change-108,077 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 102,695
Change-102,695 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 101,369
Change-101,369 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 99,386
Change-99,386 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 99,042
Change-99,042 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 97,908
Change-97,908 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 95,973
Change-95,973 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 94,215
Change-94,215 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 90,708
Change-90,708 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,960
Change-84,960 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 84,229
Change-84,229 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 81,047
Change-81,047 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 79,511
Change-79,511 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 78,121
Change-78,121 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 76,484
Change-76,484 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 75,907
Change-75,907 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 71,736
Change-71,736 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 70,537
Change-70,537 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 66,625
Change-66,625 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 64,336
Change-64,336 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 58,326
Change-58,326 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 54,043
Change-54,043 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 53,210
Change-53,210 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 49,370
Change-49,370 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 49,250
Change-49,250 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 47,618
Change-47,618 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 47,120
Change-47,120 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 45,238
Change-45,238 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 43,462
Change-43,462 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 36,451
Change-36,451 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,527
Change-34,527 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 30,900
Change-30,900 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 28,590
Change-28,590 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 28,081
Change-28,081 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,479
Change-27,479 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,194
Change-27,194 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 24,323
Change-24,323 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,293
Change-22,293 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,287
Change-22,287 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 21,520
Change-21,520 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 20,469
Change-20,469 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 20,302
Change-20,302 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 19,645
Change-19,645 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 19,047
Change-19,047 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 18,131
Change-18,131 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,921
Change-17,921 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 16,916
Change-16,916 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 15,087
Change-15,087 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,711
Change-14,711 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 14,290
Change-14,290 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 13,994
Change-13,994 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 13,639
Change-13,639 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 12,012
Change-12,012 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,820
Change-11,820 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 11,539
Change-11,539 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 11,359
Change-11,359 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 10,613
Change-10,613 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 9,742
Change-9,742 (-100%)
Value—
Capital International Investors
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 8,819
Change-8,819 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 700
Change-700 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 309
Change-309 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 214
Change-214 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Status
LPL Financial LLC
INCREASED24,295,69821,684,661+2,611,037+12%$592.6M$637.3M+$44.6M2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED3,697,6259,259+3,688,366+39835%$253.0K$97.0M+$96.7M2026-10-13
Commonwealth Equity Services, LLC
DECREASED3,153,8123,334,411-180,599-5%$91.1M$82.7M-$8.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED2,290,2492,029,029+261,220+13%$55.5M$60.1M+$4.6M2026-11-02
Valmark Advisers, Inc.
INCREASED2,030,1231,774,486+255,637+14%$48.5M$53.3M+$4.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED1,431,5061,301,349+130,157+10%$35.5M$37.7M+$2.2M2026-10-13
Regatta Capital Group, LLC
INCREASED971,313907,530+63,783+7%$24.8M$25.5M+$674.8K2026-10-23
Kestra Advisory Services, LLC
DECREASED868,9451,271,974-403,029-32%$34.8M$22.8M-$12.0M2026-11-02
TrueWealth Advisors, LLC
INCREASED831,862796,067+35,795+5%$21.8M$21.8M+$63.2K2026-10-09
J. Derek Lewis & Associates Inc.
INCREASED826,082768,767+57,315+7%$21.0M$21.7M+$657.5K2026-11-03
Winch Advisory Services, LLC
INCREASED799,791791,200+8,591+1%$21.6M$21.0M-$645.0K2026-11-06
Redhawk Wealth Advisors, Inc.
INCREASED752,732693,381+59,351+9%$19.0M$19.7M+$794.1K2026-10-14
Prospera Financial Services Inc
INCREASED658,592627,005+31,587+5%$17.1M$17.4M+$277.0K2026-11-04
Vicus Capital
INCREASED599,988561,637+38,351+7%$15.3M$15.7M+$388.2K2026-11-05
Entruity Wealth, LLC
DECREASED591,784637,736-45,952-7%$17.4M$15.5M-$1.9M2026-11-06
Level Four Advisory Services, LLC
INCREASED534,532256,499+278,033+108%$7.0M$14.0M+$7.0M2026-11-06
KWB Wealth
DECREASED500,525527,423-26,898-5%$14.4M$13.1M-$1.3M2026-10-16
Markowski Investments
INCREASED486,971471,323+15,648+3%$12.9M$12.8M-$108.0K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED470,420307,249+163,171+53%$8.4M$12.3M+$3.9M2026-10-16
Souders Financial Advisors
INCREASED454,843442,298+12,545+3%$12.1M$11.9M-$157.5K2026-11-03
Centennial Wealth Advisory LLC
DECREASED451,485478,468-26,983-6%$13.1M$11.8M-$1.2M2026-10-16
Turning Point Benefit Group, Inc.
INCREASED440,128391,822+48,306+12%$10.7M$11.5M+$842.6K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED428,738422,551+6,187+1%$11.5M$11.2M-$302.5K2026-10-16
Bouvel Investment Partners, LLC
INCREASED420,811415,149+5,662+1%$11.3M$11.0M-$308.1K2026-10-13
Clear Trail Advisors, LLC
INCREASED396,200393,663+2,537+1%$10.8M$10.4M-$366.5K2026-10-20
IFS Advisors, LLC
NEW362,907—+362,907——$9.5M—2026-10-14
Main Line Retirement Advisors, LLC
INCREASED354,197323,673+30,524+9%$8.8M$9.3M+$444.6K2026-10-14
Bond & Devick Financial Network, Inc.
INCREASED341,531309,593+31,938+10%$8.5M$9.0M+$497.2K2026-10-23
Skyline Advisors, Inc.
INCREASED333,196313,360+19,836+6%$8.6M$8.7M+$175.6K2026-11-03
Clarity Asset Management, Inc.
INCREASED325,153316,786+8,367+3%$8.7M$8.5M-$129.0K2026-10-14
Citigroup Inc
INCREASED322,374115,724+206,650+179%$3.2M$8.5M+$5.3M2026-11-04
Merit Financial Group, LLC
INCREASED303,653277,677+25,976+9%$7.6M$8.0M+$375.9K2026-11-06
BNB Wealth Management, LLC
INCREASED300,195296,159+4,036+1%$8.1M$7.9M-$219.9K2026-10-28
Carmel Capital Partners, LLC
DECREASED293,376369,264-75,888-21%$10.1M$7.7M-$2.4M2026-11-03
Thayer Financial, L.L.C.
INCREASED290,946258,628+32,318+13%$7.1M$7.6M+$566.1K2026-10-21
Cullen T Bankers, Inc.
INCREASED269,274232,863+36,411+16%$6.4M$7.1M+$698.9K2026-10-28
Truist Financial Corp
INCREASED263,314152,083+111,231+73%$4.2M$6.9M+$2.8M2026-10-30
Drive Wealth Management, LLC
INCREASED237,737218,950+18,787+9%$6.0M$6.2M+$252.0K2026-11-09
Confluence Wealth Services, Inc.
INCREASED234,089227,854+6,235+3%$6.2M$6.1M-$87.1K2026-11-05
NWF Advisory Services Inc.
INCREASED218,126202,477+15,649+8%$5.5M$5.7M+$187.8K2026-10-19
LCW Services, LLC
INCREASED210,700199,783+10,917+5%$5.5M$5.5M+$66.6K2026-10-21
Davenport & Co LLC
INCREASED194,702174,907+19,795+11%$4.8M$5.1M+$326.8K2026-10-14
Strategic Family Wealth Counselors, L.L.C.
DECREASED193,197203,720-10,523-5%$5.6M$5.1M-$500.1K2026-10-29
Stewardship Concepts Financial Services LLC
INCREASED190,745185,366+5,379+3%$5.1M$5.0M-$62.8K2026-10-06
Assetmark, Inc
INCREASED184,393166,474+17,919+11%$4.5M$4.8M+$286.9K2026-10-21
LifeGoal Investments, LLC
INCREASED173,716157,766+15,950+10%$4.3M$4.6M+$244.8K2026-10-09
LongView Wealth Management
INCREASED170,430160,235+10,195+6%$4.4M$4.5M+$91.2K2026-10-19
Mission Wealth Management, LP
INCREASED165,358146,050+19,308+13%$4.0M$4.3M+$345.8K2026-10-15
NewCorp Financial Services, Inc.
INCREASED162,426145,115+17,311+12%$4.0M$4.3M+$294.5K2026-10-14
Lodestone Wealth Management LLC
INCREASED157,426139,378+18,048+13%$3.8M$4.1M+$320.1K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED151,380129,636+21,744+17%$3.5M$4.0M+$427.7K2026-10-13
Thrivent Financial for Lutherans
DECREASED145,141145,450-3090%$4.0M$3.8M-$167.0K2026-11-05
D.A. Davidson & Co.
INCREASED143,907136,904+7,003+5%$3.7M$3.8M+$33.1K2026-10-28
Atria Investments, Inc
INCREASED143,33383,923+59,410+71%$2.3M$3.8M+$1.5M2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED136,64257,072+79,570+139%$1.6M$3.6M+$2.0M2026-10-13
Fiduciary Alliance LLC
INCREASED132,674129,390+3,284+3%$3.5M$3.5M-$56.2K2026-10-13
PFG Advisors
INCREASED131,974129,199+2,775+2%$3.5M$3.5M-$69.3K2026-10-16
Schuylkill Financial LLC
INCREASED129,526124,391+5,135+4%$3.4M$3.4M-$2.1K2026-10-21
Mascagni Wealth Management, Inc.
INCREASED123,838109,009+14,829+14%$3.0M$3.2M+$269.0K2026-10-23
Sowell Financial Services LLC
DECREASED121,934134,007-12,073-9%$3.7M$3.2M-$464.1K2026-10-23
Compass Financial Management LLC
INCREASED120,153115,907+4,246+4%$3.2M$3.2M-$9.2K2026-10-30
CLG LLC
INCREASED119,243104,532+14,711+14%$2.9M$3.1M+$270.9K2026-10-13
Hartmann Taylor Wealth Management, LLC
DECREASED115,938116,265-3270%$3.2M$3.0M-$124.8K2026-10-14
Seamount Financial Group Inc
INCREASED115,43597,492+17,943+18%$2.7M$3.0M+$363.4K2026-10-21
Venture Visionary Partners LLC
INCREASED114,236103,320+10,916+11%$2.8M$3.0M+$172.7K2026-10-07
Forthright Family Wealth Advisory LLC
DECREASED114,148115,558-1,410-1%$3.2M$3.0M-$164.1K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED112,62716,681+95,946+575%$455.9K$3.0M+$2.5M2026-10-21
MGO One Seven LLC
DECREASED111,090111,890-800-1%$3.1M$2.9M-$144.1K2026-10-28
Cadent Capital Advisors, LLC
NEW107,055—+107,055——$2.8M—2026-10-09
Boyer Financial Services, Inc.
DECREASED105,658106,902-1,244-1%$2.9M$2.8M-$155.6K2026-10-23
Rubicon Advisors, GP
DECREASED99,717105,834-6,117-6%$2.9M$2.6M-$276.9K2026-10-23
Transcendent Capital Group LLC
INCREASED97,95492,626+5,328+6%$2.5M$2.6M+$37.9K2026-10-28
Endeavor Private Wealth, Inc.
INCREASED97,76873,348+24,420+33%$2.0M$2.6M+$559.8K2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED94,391172,616-78,225-45%$4.7M$2.5M-$2.2M2026-10-26
Spire Wealth Management
INCREASED90,83162,481+28,350+45%$1.7M$2.4M+$674.9K2026-10-30
Cottage Street Advisors LLC
INCREASED90,73269,737+20,995+30%$1.9M$2.4M+$474.0K2026-10-19
Jacobi Capital Management LLC
INCREASED89,77387,259+2,514+3%$2.4M$2.4M-$30.0K2026-11-05
MFA Wealth Services
INCREASED85,67677,373+8,303+11%$2.1M$2.2M+$132.7K2026-10-14
Bank of New York Mellon Corp
INCREASED83,86949,595+34,274+69%$1.4M$2.2M+$844.5K2026-11-05
Fifth Third Bancorp
INCREASED80,12359,476+20,647+35%$1.6M$2.1M+$476.1K2026-11-05
AA Financial Advisors, LLC
INCREASED78,48877,524+964+1%$2.1M$2.1M-$60.0K2026-10-19
Novem Group
DECREASED71,548145,056-73,508-51%$4.0M$1.9M-$2.1M2026-10-19
ProCore Advisors, LLC
DECREASED71,53871,635-970%$2.0M$1.9M-$81.3K2026-10-14
Wedbush Securities Inc
INCREASED71,29562,851+8,444+13%$1.7M$1.9M+$152.0K2026-10-22
Scott Capital Advisors, LLC
INCREASED70,87863,135+7,743+12%$1.7M$1.9M+$138.6K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED70,69364,035+6,658+10%$1.8M$1.9M+$104.2K2026-11-05
International Assets Investment Management, LLC
DECREASED70,63481,644-11,010-13%$2.2M$1.9M-$377.1K2026-11-02
Advisortrust Partners, LLC
INCREASED69,31268,175+1,137+2%$1.9M$1.8M-$45.2K2026-11-02
Schmidt P J Investment Management Inc
INCREASED65,50059,622+5,878+10%$1.6M$1.7M+$88.6K2026-11-02
Diversify Advisory Services, LLC
INCREASED59,41849,595+9,823+20%$1.3M$1.6M+$226.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED59,41849,595+9,823+20%$1.3M$1.6M+$226.1K2026-10-20
Michael Brady & Co., LLC
INCREASED59,21655,951+3,265+6%$1.5M$1.6M+$24.1K2026-10-23
Farther Finance Advisors, LLC
INCREASED58,54933,986+24,563+72%$929.0K$1.5M+$606.7K2026-10-08
Argyle Capital Partners, LLC
INCREASED58,02052,545+5,475+10%$1.4M$1.5M+$85.8K2026-10-23
Nations Financial Group Inc,
INCREASED57,69142,865+14,826+35%$1.2M$1.5M+$341.7K2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED56,92059,622-2,702-5%$1.6M$1.5M-$136.5K2026-10-19
Midwest Financial Network, LLC
DECREASED56,156121,844-65,688-54%$3.3M$1.5M-$1.9M2026-10-13
Stonebridge Financial Group, LLC
INCREASED54,43423,590+30,844+131%$644.7K$1.4M+$783.1K2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED50,89069,818-18,928-27%$1.9M$1.3M-$573.3K2026-10-20
Koshinski Asset Management, Inc.
INCREASED50,83949,717+1,122+2%$1.4M$1.3M-$25.3K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED50,64332,575+18,068+55%$890.3K$1.3M+$438.1K2026-10-26
Geneos Wealth Management Inc.
INCREASED50,53015,650+34,880+223%$427.7K$1.3M+$897.7K2026-11-09
Private Trust Co NA
INCREASED49,46147,458+2,003+4%$1.3M$1.3M+$3352026-10-20
Sovran Advisors, LLC
DECREASED48,86750,466-1,599-3%$1.4M$1.3M-$73.7K2026-11-02
Apollon Wealth Management, LLC
INCREASED48,84546,215+2,630+6%$1.3M$1.3M+$18.1K2026-10-23
IFP Advisors, Inc
INCREASED47,9016,341+41,560+655%$173.3K$1.3M+$1.1M2026-10-16
Milestone Investment Advisors LLC
INCREASED47,31718,780+28,537+152%$513.3K$1.2M+$727.9K2026-11-05
Kestra Investment Management, LLC
INCREASED46,76041,591+5,169+12%$1.1M$1.2M+$89.8K2026-11-04
Blueprint Financial Advisors LLC
INCREASED46,02141,673+4,348+10%$1.1M$1.2M+$68.2K2026-10-28
Blueprint Investment Partners LLC
INCREASED46,02141,673+4,348+10%$1.1M$1.2M+$68.2K2026-10-28
Burford Brothers, Inc.
INCREASED46,00630,954+15,052+49%$846.0K$1.2M+$360.8K2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED41,72940,920+809+2%$1.1M$1.1M-$23.8K2026-10-21
Trilogy Capital Inc.
INCREASED39,99839,966+32+0%$1.1M$1.0M-$43.1K2026-10-20
Trademark Financial Management, LLC
INCREASED39,45837,998+1,460+4%$1.0M$1.0M-$3.5K2026-10-23
M.E. Allison & Co., Inc.
INCREASED39,34035,253+4,087+12%$963.5K$1.0M+$68.4K2026-10-09
IFG Advisory, LLC
INCREASED38,29335,046+3,247+9%$957.8K$1.0M+$46.6K2026-11-09
Uhlmann Price Securities, LLC
INCREASED37,31634,273+3,043+9%$936.7K$978.8K+$42.1K2026-11-03
Alchemi Wealth, LLC
DECREASED37,28938,693-1,404-4%$1.1M$978.1K-$79.4K2026-11-04
VestGen Advisors, LLC
DECREASED36,83941,181-4,342-11%$1.1M$966.3K-$159.2K2026-10-27
Waterfront Wealth Inc.
INCREASED35,38833,552+1,836+5%$915.3K$934.1K+$18.8K2026-11-03
Balboa Wealth Partners
INCREASED34,63033,789+841+2%$923.5K$908.4K-$15.1K2026-10-20
Pines Wealth Management, LLC
DECREASED32,88935,104-2,215-6%$959.4K$862.7K-$96.7K2026-10-21
Daymark Wealth Partners, LLC
INCREASED32,47132,039+432+1%$875.6K$851.7K-$23.9K2026-11-04
Nikulski Financial, Inc.
INCREASED31,78028,270+3,510+12%$772.6K$833.6K+$61.0K2026-11-06
Lantern Wealth Advisors, LLC
INCREASED31,23831,100+138+0%$850.0K$819.4K-$30.6K2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED30,74221,960+8,782+40%$600.2K$806.4K+$206.2K2026-11-02
RFG Advisory, LLC
DECREASED30,55630,705-1490%$839.2K$801.5K-$37.7K2026-11-03
True Blue Financial, LLC
DECREASED29,93134,672-4,741-14%$947.6K$785.1K-$162.5K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED28,44736,348-7,901-22%$993.4K$746.2K-$247.2K2026-11-06
AlphaCore Capital LLC
INCREASED27,83821,973+5,865+27%$600.6K$730.3K+$129.7K2026-11-04
StoneX Group Inc.
NEW26,272—+26,272——$701.8K—2026-11-03
Titleist Asset Management, LLC
DECREASED26,09529,878-3,783-13%$816.6K$684.5K-$132.1K2026-10-08
Integrity Advisory Solutions, LLC
DECREASED25,82626,601-775-3%$727.0K$677.4K-$49.6K2026-10-29
Cap Partners, LLC
INCREASED24,53823,485+1,053+4%$641.8K$643.6K+$1.8K2026-10-19
Midwest Heritage Bank, FSB
INCREASED24,33316,511+7,822+47%$451.2K$638.3K+$187.0K2026-10-26
Signature Equity Partners, LLC
INCREASED24,231517+23,714+4587%$14.1K$635.6K+$621.4K2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED23,52619,149+4,377+23%$523.3K$617.1K+$93.7K2026-10-13
Asset One Wealth Management LLC
DECREASED23,35524,125-770-3%$658.9K$612.6K-$46.3K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED22,97418,276+4,698+26%$499.5K$602.6K+$103.1K2026-10-22
HighPoint Advisor Group LLC
INCREASED22,69319,582+3,111+16%$535.2K$595.2K+$60.1K2026-11-09
Clearwave Capital, LLC
INCREASED22,36722,015+352+2%$601.7K$586.7K-$15.0K2026-10-27
Fearless Solutions, LLC dba Best Invest
INCREASED22,31121,536+775+4%$588.6K$585.2K-$3.4K2026-10-14
Capital Planning LLC
INCREASED21,76021,662+98+0%$592.0K$570.8K-$21.3K2026-10-09
Cooper Financial Group
INCREASED21,42421,084+340+2%$576.2K$561.9K-$14.3K2026-10-07
Tempus Wealth Planning, LLC
INCREASED21,31920,728+591+3%$566.5K$559.2K-$7.3K2026-10-14
WealthCare Investment Partners, LLC
INCREASED21,20721,204+3+0%$579.5K$556.3K-$23.2K2026-11-05
Money Concepts Capital Corp
DECREASED21,19121,859-668-3%$597.4K$555.8K-$41.6K2026-11-06
Merited Wealth, LLC
DECREASED20,97029,288-8,318-28%$800.4K$550.0K-$250.4K2026-10-13
Creative Financial Designs Inc
DECREASED19,00420,001-997-5%$546.6K$498.5K-$48.2K2026-11-04
LexAurum Advisors, LLC
INCREASED18,90718,595+312+2%$508.2K$495.9K-$12.3K2026-10-19
Security Financial Services, Inc.
INCREASED18,81518,090+725+4%$494.4K$493.5K-$8782026-10-29
MSH Capital Advisors LLC
DECREASED18,75419,210-456-2%$525.0K$491.9K-$33.1K2026-11-03
Fifth Third Securities, Inc.
NEW18,636—+18,636——$488.8K—2026-10-21
Sigma Planning Corp
DECREASED18,54334,115-15,572-46%$932.3K$490.2K-$442.1K2026-10-23
Freestate Advisors LLC
INCREASED17,36217,159+203+1%$468.9K$455.4K-$13.6K2026-10-09
Ascentis Independent Advisors
NEW16,299—+16,299——$427.5K—2026-11-03
Oppenheimer & Co Inc
INCREASED15,6217,797+7,824+100%$213.1K$409.7K+$196.6K2026-10-26
Global Financial Private Client, LLC
UNCHANGED15,60715,60700%$426.5K$409.4K-$17.2K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED15,00514,799+206+1%$404.4K$393.6K-$10.9K2026-10-08
Bank of Montreal
INCREASED15,00011,300+3,700+33%$308.8K$393.5K+$84.6K2026-11-09
ACT Wealth Management, LLC
INCREASED14,98010,476+4,504+43%$286.3K$392.9K+$106.6K2026-10-09
Financial Perspectives, Inc
INCREASED14,72210,190+4,532+44%$278.5K$386.2K+$107.7K2026-11-03
Warner Financial, Inc
INCREASED14,44614,084+362+3%$384.9K$378.9K-$6.0K2026-11-06
Moors & Cabot, Inc.
DECREASED13,74415,811-2,067-13%$432.1K$360.5K-$71.6K2026-11-06
Independent Financial Group, LLC
INCREASED13,71313,530+183+1%$369.8K$359.7K-$10.1K2026-10-13
First Heartland Consultants, Inc.
INCREASED13,6609,171+4,489+49%$250.6K$358.3K+$107.7K2026-10-08
Meadowbrook Wealth Management, LLC
INCREASED13,65012,900+750+6%$352.4K$358.0K+$5.6K2026-10-08
Summit Global Investments
DECREASED13,12914,075-946-7%$385.0K$344.0K-$41.0K2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED13,04116,625-3,584-22%$454.4K$342.1K-$112.3K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED12,7996,478+6,321+98%$177.0K$337.3K+$160.2K2026-10-30
Brookstone Capital Management
DECREASED12,77912,870-91-1%$351.7K$335.2K-$16.5K2026-10-22
Clear Creek Financial Management, LLC
DECREASED12,67012,755-85-1%$348.6K$332.3K-$16.3K2026-10-28
Cornerstone Wealth Management, LLC
INCREASED12,6359,836+2,799+28%$268.8K$331.4K+$62.6K2026-11-04
Larson Financial Group LLC
INCREASED12,50712,307+200+2%$336.4K$328.1K-$8.3K2026-11-05
Vise Technologies, Inc.
DECREASED12,41216,338-3,926-24%$446.5K$325.6K-$120.9K2026-10-29
Klingman & Associates, LLC
UNCHANGED12,38112,38100%$338.4K$324.8K-$13.6K2026-10-20
CoreCap Advisors, LLC
INCREASED12,29510,370+1,925+19%$283.4K$322.5K+$39.1K2026-10-08
Peterson Wealth Advisors, LLC
DECREASED12,22815,170-2,942-19%$414.6K$320.8K-$93.9K2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED11,97811,97800%$327.4K$314.2K-$13.2K2026-11-03
National Wealth Management Group, LLC
NEW11,819—+11,819——$310.0K—2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED11,61511,61500%$317.4K$304.7K-$12.8K2026-11-04
Jones Kertz & Associates, Inc.
NEW11,274—+11,274——$295.7K—2026-10-28
Visionary Wealth Advisors
INCREASED11,21811,139+79+1%$304.4K$294.2K-$10.2K2026-11-04
Northland Securities, Inc.
INCREASED11,17211,158+14+0%$304.9K$293.0K-$11.9K2026-11-02
Investment Planning Advisors, Inc.
DECREASED10,77912,367-1,588-13%$338.0K$282.7K-$55.3K2026-10-14
Equity Wealth Partners, LLC
INCREASED10,3748,532+1,842+22%$233.2K$272.1K+$38.9K2026-10-26
Carlson Financial, Inc.
DECREASED10,36615,092-4,726-31%$412.6K$271.9K-$140.7K2026-11-05
Carson Advisory Inc.
DECREASED10,29911,144-845-8%$304.6K$270.1K-$34.4K2026-11-06
Flagship Wealth Advisors, LLC
DECREASED9,94211,536-1,594-14%$315.3K$260.8K-$54.5K2026-11-03
James J. Burns & Company, LLC
NEW9,871—+9,871——$258.9K—2026-10-22
Rose Capital Advisors LLC
INCREASED9,6739,524+149+2%$260.3K$253.7K-$6.5K2026-11-04
Smith Thornton Advisors LLC
UNCHANGED8,9758,97500%$244.2K$235.4K-$8.8K2026-10-16
Opal Wealth Advisors, LLC
INCREASED8,7788,707+71+1%$238.0K$230.3K-$7.7K2026-10-16
AdvisorNet Financial, Inc
INCREASED8,6954,967+3,728+75%$135.7K$228.9K+$93.1K2026-10-15
Live Oak Investment Partners
UNCHANGED8,5618,56100%$234.0K$224.6K-$9.4K2026-10-23
Savant Capital, LLC
NEW8,446—+8,446——$221.6K—2026-11-06
Ashton Thomas Securities, LLC
INCREASED8,1101,900+6,210+327%$51.9K$212.7K+$160.8K2026-10-26
Cape Investment Advisory, Inc.
INCREASED7,4976,286+1,211+19%$171.8K$196.7K+$24.9K2026-10-13
North Star Investment Management Corp.
INCREASED6,6065,400+1,206+22%$147.6K$173.3K+$25.7K2026-10-27
US Bancorp \de\
NEW4,595—+4,595——$120.5K—2026-11-05
Trust Co of Vermont
UNCHANGED4,0274,02700%$110.1K$105.6K-$4.4K2026-10-21
Westside Investment Management, Inc.
DECREASED3,3603,735-375-10%$102.1K$88.1K-$13.9K2026-11-02
Olistico Wealth, LLC
INCREASED3,2302,188+1,042+48%$59.8K$84.7K+$24.9K2026-10-05
TD Waterhouse Canada Inc.
NEW2,700—+2,700——$70.8K—2026-10-16
Rossby Financial, LCC
INCREASED2,485265+2,220+838%$7.2K$65.2K+$57.9K2026-11-05
Nova Financial LLC
NEW2,198—+2,198——$57.7K—2026-11-04
GK Wealth Management LLC
NEW2,000—+2,000——$52.5K—2026-10-09
Latitude Advisors, LLC
NEW1,979—+1,979——$51.9K—2026-10-27
Hazlett, Burt & Watson, Inc.
NEW1,323—+1,323——$35.0K—2026-11-04
Lanark Financial, Inc.
UNCHANGED1,2301,23000%$33.6K$32.3K-$1.4K2026-10-26
DeDora Capital, Inc.
NEW812—+812——$21.3K—2026-10-26
Provenance Wealth Advisors, LLC
NEW450—+450——$11.8K—2026-10-30
CX Institutional
DECREASED3002,480-2,180-88%$68.0K$8-$68.0K2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED24024000%$6.6K$6.3K-$2642026-10-27
Key FInancial Inc
UNCHANGED16016000%$4.4K$4.2K-$1762026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED707000%$1.9K$1.8K-$772026-10-23
Central Trust Co
UNCHANGED393900%$1.1K$1.0K-$432026-11-05
RHL Group, LLC
DECREASED10231,018-231,008-100%$6.2M$268-$6.2M2026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED94+5+125%$111$240+$1292026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW1—+1——$0—2026-10-14
Capital Advantage, Inc.
CLOSED03,791,682-3,791,682-100%$103.6M$0-$103.6M2026-10-14
KMG Fiduciary Partners, LLC
CLOSED028,711-28,711-100%$784.7K$0-$784.7K2026-10-14
Choreo, LLC
CLOSED015,661-15,661-100%$428.0K$0-$428.0K2026-10-28
Redwood Family Wealth LLC
CLOSED012,894-12,894-100%$352.4K$0-$352.4K2026-10-20
Lincoln Capital LLC
CLOSED012,649-12,649-100%$345.7K$0-$345.7K2026-10-09
Simplicity Wealth,LLC
CLOSED011,840-11,840-100%$323.6K$0-$323.6K2026-10-23
Beacon Financial Advisory LLC
CLOSED010,022-10,022-100%$273.9K$0-$273.9K2026-10-16
FIG Financial Advisory Services Inc
CLOSED09,198-9,198-100%$251.4K$0-$251.4K2026-10-07
Todd Wealth Management, LLC
CLOSED08,788-8,788-100%$240.2K$0-$240.2K2026-10-19
CWS Financial Advisors, LLC
CLOSED07,421-7,421-100%$202.8K$0-$202.8K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0635-635-100%$17.4K$0-$17.4K2026-10-14
PNC Financial Services Group, Inc.
CLOSED0397-397-100%$10.9K$0-$10.9K2026-11-06
Wells Fargo & Company
N/A—9,954,981-9,954,981-100%$272.1M———
Envestnet Asset Management Inc
N/A—9,076,177-9,076,177-100%$248.1M———
Morgan Stanley
N/A—7,932,936-7,932,936-100%$216.8M———
Raymond James Financial Inc
N/A—7,927,229-7,927,229-100%$216.7M———
UBS Group AG
N/A—6,240,391-6,240,391-100%$170.5M———
Cetera Investment Advisers
N/A—5,061,712-5,061,712-100%$138.3M———
Osaic Holdings, Inc.
N/A—3,285,180-3,285,180-100%$89.8M———
Great Valley Advisor Group, Inc.
N/A—2,845,539-2,845,539-100%$77.8M———
Jones Financial Companies Lllp
N/A—2,326,317-2,326,317-100%$64.0M———
Stifel Financial Corp
N/A—2,195,645-2,195,645-100%$60.0M———
Royal Bank of Canada
N/A—1,845,865-1,845,865-100%$50.4M———
Schusterman Interests, LLC
N/A—1,818,185-1,818,185-100%$49.7M———
MML Investors Services, LLC
N/A—1,792,846-1,792,846-100%$49.0M———
Beacon Pointe Advisors, LLC
N/A—1,550,326-1,550,326-100%$42.4M———
Baird Financial Group, Inc.
N/A—1,136,768-1,136,768-100%$31.1M———
Benjamin Edwards Inc
N/A—960,524-960,524-100%$26.3M———
Waverly Advisors, LLC
N/A—951,076-951,076-100%$26.0M———
Northwestern Mutual Wealth Management Co
N/A—940,884-940,884-100%$25.7M———
BlueStem Wealth Partners, LLC
N/A—828,507-828,507-100%$22.6M———
&partners
N/A—784,662-784,662-100%$21.6M———
Janney Montgomery Scott LLC
N/A—775,013-775,013-100%$21.2M———
Compton Financial Group, LLC
N/A—738,465-738,465-100%$20.2M———
Stephens Inc
N/A—729,186-729,186-100%$19.9M———
EQ Wealth Advisors, LLC
N/A—679,303-679,303-100%$18.6M———
NewEdge Advisors, LLC
N/A—613,158-613,158-100%$16.8M———
Per Stirling Capital Management, Llc.
N/A—599,845-599,845-100%$16.4M———
Private Advisor Group, LLC
N/A—556,556-556,556-100%$15.2M———
Smartleaf Asset Management LLC
N/A—455,538-455,538-100%$12.5M———
Rockefeller Capital Management L.P.
N/A—422,630-422,630-100%$11.6M———
Capital Group Private Client Services, Inc.
N/A—415,111-415,111-100%$11.3M———
Integrated Wealth Concepts LLC
N/A—412,825-412,825-100%$11.3M———
Sanctuary Advisors, LLC
N/A—397,373-397,373-100%$10.9M———
Cerity Partners LLC
N/A—382,360-382,360-100%$10.5M———
ST Germain D J Co Inc
N/A—368,318-368,318-100%$10.1M———
Harbour Investments, Inc.
N/A—337,767-337,767-100%$9.2M———
Kingsview Wealth Management, LLC
N/A—323,447-323,447-100%$8.8M———
Citadel Advisors LLC
N/A—297,020-297,020-100%$8.1M———
Equitable Holdings, Inc.
N/A—285,554-285,554-100%$7.8M———
RPg Family Wealth Advisory, LLC
N/A—280,499-280,499-100%$7.7M———
Troutman Wealth Management, LLC
N/A—269,059-269,059-100%$7.4M———
Swisher Financial Concepts, Inc.
N/A—268,461-268,461-100%$7.3M———
Summit Financial, LLC
N/A—265,625-265,625-100%$7.3M———
Goldman Sachs Group Inc
N/A—256,593-256,593-100%$7.0M———
Rothschild Investment LLC
N/A—245,446-245,446-100%$6.7M———
Global Retirement Partners, LLC
N/A—215,533-215,533-100%$5.9M———
Stratos Wealth Partners, Ltd.
N/A—208,913-208,913-100%$5.7M———
Betterment LLC
N/A—208,266-208,266-100%$5.7M———
Gateway Wealth Partners, LLC
N/A—206,345-206,345-100%$5.6M———
Vigil Wealth Management, LLC
N/A—201,042-201,042-100%$5.5M———
Silver OAK Securities, Incorporated
N/A—190,720-190,720-100%$5.2M———
OakTrust Wealth Advisors, LLC
N/A—184,511-184,511-100%$5.0M———
Natixis Advisors, LLC
N/A—172,912-172,912-100%$4.7M———
Mosaic Family Wealth Partners, LLC
N/A—172,813-172,813-100%$4.7M———
Mutual Advisors, LLC
N/A—163,201-163,201-100%$4.5M———
Jane Street Group, LLC
N/A—156,412-156,412-100%$4.3M———
OneAscent Financial Services LLC
N/A—151,048-151,048-100%$4.1M———
Steelhead Wealth Management LLC
N/A—147,429-147,429-100%$4.0M———
JPMorgan Chase & Co
N/A—144,247-144,247-100%$4.0M———
Eaton Financial Holdings Company, LLC
N/A—142,560-142,560-100%$3.9M———
Keystone Financial Services, LLC
N/A—128,392-128,392-100%$3.5M———
Perennial Investment Advisors, LLC
N/A—117,750-117,750-100%$3.2M———
Synergy Investment Management, LLC
N/A—113,724-113,724-100%$3.1M———
Envestnet Portfolio Solutions, Inc.
N/A—113,707-113,707-100%$3.1M———
Susquehanna International Group, LLP
N/A—108,077-108,077-100%$3.0M———
MAI Capital Management
N/A—102,695-102,695-100%$2.8M———
Qube Research & Technologies Ltd
N/A—101,369-101,369-100%$2.8M———
Blom & Howell Financial Planning, Inc.
N/A—99,386-99,386-100%$2.7M———
5T Wealth, LLC
N/A—99,042-99,042-100%$2.7M———
Cassady Wealth & Retirement Planning, LLC
N/A—97,908-97,908-100%$2.7M———
Old Mission Capital LLC
N/A—95,973-95,973-100%$2.6M———
Bank of America Corp
N/A—94,215-94,215-100%$2.6M———
Saiph Capital, LLC
N/A—90,708-90,708-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—84,960-84,960-100%$2.3M———
Thoroughbred Financial Services, LLC
N/A—84,229-84,229-100%$2.3M———
Captrust Financial Advisors
N/A—81,047-81,047-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—79,511-79,511-100%$2.2M———
Greenline Wealth Management LLC
N/A—78,121-78,121-100%$2.1M———
Inspire Advisors, LLC
N/A—76,484-76,484-100%$2.1M———
SK Wealth Management, LLC
N/A—75,907-75,907-100%$2.1M———
Impact Partnership Wealth, LLC
N/A—71,736-71,736-100%$2.0M———
Kintra Wealth, LLC
N/A—70,537-70,537-100%$1.9M———
World Investment Advisors
N/A—66,625-66,625-100%$1.8M———
Vestmark Advisory Solutions, Inc.
N/A—64,336-64,336-100%$1.8M———
Element Wealth, LLC
N/A—58,326-58,326-100%$1.6M———
Hopwood Nicholas Hunter
N/A—54,043-54,043-100%$1.5M———
9823 Capital, L.P.
N/A—53,210-53,210-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—49,370-49,370-100%$1.3M———
Cannon Wealth Management Services, LLC
N/A—49,250-49,250-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—47,618-47,618-100%$1.3M———
Focus Partners Wealth
N/A—47,120-47,120-100%$1.3M———
Gotham Asset Management, LLC
N/A—45,238-45,238-100%$1.2M———
Capital Analysts, LLC
N/A—43,462-43,462-100%$1.2M———
Barnes Pettey Financial Advisors, LLC
N/A—36,451-36,451-100%$996.2K———
Advisory Services Network, LLC
N/A—34,527-34,527-100%$943.6K———
Renaissance Technologies LLC
N/A—30,900-30,900-100%$844.5K———
Principal Securities, Inc.
N/A—28,590-28,590-100%$781.4K———
Barnes Wealth Management Group, Inc
N/A—28,081-28,081-100%$767.5K———
Arkadios Wealth Advisors
N/A—27,479-27,479-100%$751.0K———
Modern Wealth Management, LLC
N/A—27,194-27,194-100%$743.2K———
Cvfg LLC
N/A—24,323-24,323-100%$664.7K———
Snowden Capital Advisors LLC
N/A—22,293-22,293-100%$609.3K———
Mariner, LLC
N/A—22,287-22,287-100%$609.1K———
BFC Planning, Inc.
N/A—21,520-21,520-100%$588.2K———
Bridgewealth Advisory Group, LLC
N/A—20,469-20,469-100%$559.4K———
Western Wealth Management, LLC
N/A—20,400-20,400-100%$557.5K———
Aurdan Capital Management, LLC
N/A—20,302-20,302-100%$554.8K———
GWN Securities Inc.
N/A—19,645-19,645-100%$536.9K———
Brookwood Investment Group LLC
N/A—19,047-19,047-100%$520.6K———
Calton & Associates, Inc.
N/A—18,131-18,131-100%$495.5K———
OneDigital Investment Advisors LLC
N/A—17,921-17,921-100%$489.8K———
Continuum Advisory, LLC
N/A—16,916-16,916-100%$462.3K———
Coppell Advisory Solutions LLC
N/A—16,138-16,138-100%$24.6K———
Strategic Investment Solutions, Inc.
N/A—15,087-15,087-100%$412.3K———
IHT Wealth Management, LLC
N/A—14,711-14,711-100%$402.0K———
Advyzon Investment Management, LLC
N/A—14,290-14,290-100%$390.5K———
Vantus Wealth LLC
N/A—13,994-13,994-100%$382.5K———
Wealth Management Associates, Inc.
N/A—13,639-13,639-100%$372.8K———
Stonebridge Financial Group, LLC / MO
N/A—12,012-12,012-100%$328.3K———
Keystone Financial Group
N/A—11,820-11,820-100%$323.1K———
Ascension Capital Advisors, Inc.
N/A—11,605-11,605-100%$317.2K———
January Capital Advisors LLC
N/A—11,539-11,539-100%$315.4K———
Fourth Dimension Wealth, LLC
N/A—11,359-11,359-100%$310.4K———
Tradition Wealth Management, LLC
N/A—10,900-10,900-100%$297.9K———
Owen LaRue, LLC
N/A—10,613-10,613-100%$290.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,591-10,591-100%$289.4K———
Insigneo Advisory Services, LLC
N/A—9,973-9,973-100%$272.6K———
Kera Capital Partners, Inc.
N/A—9,742-9,742-100%$266.2K———
Capital International Investors
N/A—9,496-9,496-100%$259.5K———
Financial Strategies Group, Inc.
N/A—8,819-8,819-100%$240.1K———
HighTower Advisors, LLC
N/A—8,649-8,649-100%$236.4K———
Florida Financial Advisors, LLC
N/A—7,762-7,762-100%$212.1K———
Smith, Moore & Co.
N/A—7,712-7,712-100%$210.8K———
Godfrey Financial Associates, Inc.
N/A—6,896-6,896-100%$188.5K———
EP Wealth Advisors, LLC
N/A—6,800-6,800-100%$185.8K———
Allied Private Wealth LLC
N/A—4,553-4,553-100%$124.2K———
Aptus Capital Advisors, LLC
N/A—3,588-3,588-100%$98.1K———
Ameriflex Group, Inc.
N/A—2,135-2,135-100%$58.4K———
HHM Wealth Advisors, LLC
N/A—2,125-2,125-100%$58.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,994-1,994-100%$54.5K———
Bogart Wealth, LLC
N/A—1,693-1,693-100%$46.3K———
Colonial Trust Co / SC
N/A—1,298-1,298-100%$35.6K———
AE Wealth Management LLC
N/A—1,273-1,273-100%$34.8K———
Dunhill Financial, LLC
N/A—1,242-1,242-100%$33.9K———
Keating Financial Advisory Services, Inc.
N/A—1,067-1,067-100%$29.2K———
Federation des caisses Desjardins du Quebec
N/A—700-700-100%$19.1K———
Arax Advisory Partners
N/A—309-309-100%$8.4K———
Fiduciary Financial Advisors
N/A—214-214-100%$5.8K———
Tidemark, LLC
N/A—76-76-100%$2.1K———
Showing 380 of 380 institutions