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Cap Group Muni High-Income (CGHM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,488,170 from 6,046,346
Change+1,441,824 (+24%)
Value$180.2M (+$23.9M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,025,023 from 2,025,739
Change-716 (0%)
Value$48.7M (-$3.6M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares1,365,203 from 1,335,444
Change+29,759 (+2%)
Value$32.9M (-$1.7M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares1,004,972 from 847,522
Change+157,450 (+19%)
Value$24.2M (+$2.3M)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares960,512 from 819,408
Change+141,104 (+17%)
Value$23.1M (+$1.9M)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares848,507 from 766,284
Change+82,223 (+11%)
Value$20.4M (+$615.1K)
Filed 2026-10-30
Strata Wealth Advisors, LLC
INCREASED
Shares731,072 from 392,344
Change+338,728 (+86%)
Value$17.6M (+$7.5M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares657,365 from 505,492
Change+151,873 (+30%)
Value$15.8M (+$2.8M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares644,652 from 695,835
Change-51,183 (-7%)
Value$15.5M (-$2.5M)
Filed 2026-11-05
J. Derek Lewis & Associates Inc.
INCREASED
Shares642,042 from 580,244
Change+61,798 (+11%)
Value$15.4M (+$447.5K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares377,526 from 289,402
Change+88,124 (+30%)
Value$9.1M (+$1.6M)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares363,823 from 320,876
Change+42,947 (+13%)
Value$8.8M (+$462.6K)
Filed 2026-10-29
Prentice Wealth Management LLC
INCREASED
Shares332,790 from 267,660
Change+65,130 (+24%)
Value$8.0M (+$1.1M)
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares321,416 from 309,331
Change+12,085 (+4%)
Value$7.7M (-$259.7K)
Filed 2026-11-06
First Interstate Bank
INCREASED
Shares321,153 from 290,676
Change+30,477 (+10%)
Value$7.7M (+$216.2K)
Filed 2026-10-23
Platt Wealth Management LLC
INCREASED
Shares265,989 from 212,617
Change+53,372 (+25%)
Value$6.4M (+$906.0K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares254,391 from 251,000
Change+3,391 (+1%)
Value$6.1M (-$365.0K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares246,105 from 199,062
Change+47,043 (+24%)
Value$5.9M (+$778.0K)
Filed 2026-10-28
Keudell ison Wealth Management
INCREASED
Shares212,237 from 208,098
Change+4,139 (+2%)
Value$5.1M (-$270.8K)
Filed 2026-10-16
Clear Trail Advisors, LLC
INCREASED
Shares208,684 from 207,624
Change+1,060 (+1%)
Value$5.0M (-$344.1K)
Filed 2026-10-20
Great Valley Advisor Group, Inc.
DECREASED
Shares182,173 from 232,676
Change-50,503 (-22%)
Value$4.4M (-$1.6M)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
DECREASED
Shares133,956 from 134,990
Change-1,034 (-1%)
Value$3.2M (-$265.2K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares128,214 from 44,344
Change+83,870 (+189%)
Value$3.1M (+$1.9M)
Filed 2026-11-06
Gutierrez Wealth Advisory, LLC
DECREASED
Shares120,339 from 241,975
Change-121,636 (-50%)
Value$2.9M (-$3.4M)
Filed 2026-11-02
AA Financial Advisors, LLC
NEW
Shares96,936
Change+96,936
Value$2.3M
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares95,568 from 85,807
Change+9,761 (+11%)
Value$2.3M (+$82.2K)
Filed 2026-10-23
Firestone Capital Management
NEW
Shares81,523
Change+81,523
Value$2.0M
Filed 2026-11-03
Fjell Capital, LLC
INCREASED
Shares78,067 from 67,520
Change+10,547 (+16%)
Value$1.9M (+$133.7K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares76,041 from 72,788
Change+3,253 (+4%)
Value$1.8M (-$52.0K)
Filed 2026-10-22
Clarity Asset Management, Inc.
INCREASED
Shares74,898 from 70,040
Change+4,858 (+7%)
Value$1.8M (-$7.8K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares73,140 from 54,456
Change+18,684 (+34%)
Value$1.8M (+$343.5K)
Filed 2026-10-08
Entruity Wealth, LLC
INCREASED
Shares69,361 from 41,340
Change+28,021 (+68%)
Value$1.7M (+$600.9K)
Filed 2026-11-06
Heritage Wealth Management, Inc.
INCREASED
Shares66,865 from 51,982
Change+14,883 (+29%)
Value$1.6M (+$265.7K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares65,462 from 50,804
Change+14,658 (+29%)
Value$1.6M (+$262.4K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares64,229 from 67,987
Change-3,758 (-6%)
Value$1.5M (-$211.5K)
Filed 2026-11-05
Thoroughbred Financial Services, LLC
UNCHANGED
Shares60,351 from 60,351
Change0 (0%)
Value$1.5M (-$108.0K)
Filed 2026-11-09
CJM Wealth Advisers, Ltd.
NEW
Shares59,526
Change+59,526
Value$1.4M
Filed 2026-10-27
NewCorp Financial Services, Inc.
INCREASED
Shares56,755 from 52,820
Change+3,935 (+7%)
Value$1.4M (+$684)
Filed 2026-10-14
Schmidt P J Investment Management Inc
INCREASED
Shares53,996 from 53,221
Change+775 (+1%)
Value$1.3M (-$76.1K)
Filed 2026-11-02
Thrive Wealth Management, LLC
DECREASED
Shares51,279 from 54,624
Change-3,345 (-6%)
Value$1.2M (-$177.7K)
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares47,289 from 43,659
Change+3,630 (+8%)
Value$1.1M (+$9.7K)
Filed 2026-11-09
Forge Financial Services LLC
NEW
Shares44,218
Change+44,218
Value$1.1M
Filed 2026-11-09
Main Line Retirement Advisors, LLC
INCREASED
Shares43,874 from 43,628
Change+246 (+1%)
Value$1.1M (-$71.7K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares43,492 from 12,036
Change+31,456 (+261%)
Value$1.0M (+$735.7K)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares42,528 from 16,513
Change+26,015 (+158%)
Value$1.0M (+$601.9K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares39,208 from 28,022
Change+11,186 (+40%)
Value$943.7K (+$219.4K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares38,514 from 24,002
Change+14,512 (+60%)
Value$923.6K (+$303.8K)
Filed 2026-10-13
HB Wealth Management, LLC
UNCHANGED
Shares38,300 from 38,300
Change0 (0%)
Value$921.9K (-$68.2K)
Filed 2026-10-23
Jacobi Capital Management LLC
DECREASED
Shares37,880 from 48,908
Change-11,028 (-23%)
Value$911.8K (-$352.5K)
Filed 2026-11-05
EnRich Financial Partners LLC
INCREASED
Shares37,694 from 33,861
Change+3,833 (+11%)
Value$907.3K (+$32.0K)
Filed 2026-10-21
Quantum Financial Partners LLC
INCREASED
Shares36,288 from 19,330
Change+16,958 (+88%)
Value$873.5K (+$373.8K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares34,876 from 35,324
Change-448 (-1%)
Value$839.5K (-$73.7K)
Filed 2026-10-16
William John Sempolinski
INCREASED
Shares32,400 from 16,900
Change+15,500 (+92%)
Value$779.9K (+$343.0K)
Filed 2026-10-20
Walleye Partners, LLC
INCREASED
Shares28,440 from 21,180
Change+7,260 (+34%)
Value$684.5K (+$137.0K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares28,070 from 28,469
Change-399 (-1%)
Value$675.6K (-$60.3K)
Filed 2026-10-30
Sprinkle Financial Consultants LLC
NEW
Shares26,667
Change+26,667
Value$641.9K
Filed 2026-10-09
Geneos Wealth Management Inc.
INCREASED
Shares26,251 from 6,910
Change+19,341 (+280%)
Value$631.9K (+$453.2K)
Filed 2026-11-09
Venture Visionary Partners LLC
INCREASED
Shares25,704 from 21,516
Change+4,188 (+19%)
Value$618.7K (+$62.5K)
Filed 2026-10-07
Uhlmann Price Securities, LLC
DECREASED
Shares25,661 from 41,984
Change-16,323 (-39%)
Value$617.7K (-$467.6K)
Filed 2026-11-03
MFA Wealth Services
NEW
Shares25,587
Change+25,587
Value$615.9K
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares25,413 from 21,982
Change+3,431 (+16%)
Value$611.7K (+$43.5K)
Filed 2026-10-15
Nautilus Advisors LLC
DECREASED
Shares24,500 from 30,059
Change-5,559 (-18%)
Value$589.7K (-$186.4K)
Filed 2026-10-07
Apollon Financial, LLC
INCREASED
Shares24,349 from 21,160
Change+3,189 (+15%)
Value$586.1K (+$39.1K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares23,701 from 22,646
Change+1,055 (+5%)
Value$570.5K (-$14.9K)
Filed 2026-11-05
Midwest Heritage Bank, FSB
INCREASED
Shares23,634 from 23,202
Change+432 (+2%)
Value$568.9K (-$30.9K)
Filed 2026-10-26
Cooper Financial Group
NEW
Shares23,623
Change+23,623
Value$568.6K
Filed 2026-10-07
Sigma Planning Corp
INCREASED
Shares23,379 from 22,114
Change+1,265 (+6%)
Value$562.7K (-$8.9K)
Filed 2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED
Shares23,146 from 16,130
Change+7,016 (+44%)
Value$557.1K (+$140.2K)
Filed 2026-10-13
Victory Financial Group, LLC
INCREASED
Shares22,291 from 21,967
Change+324 (+1%)
Value$536.5K (-$31.3K)
Filed 2026-10-27
Northwest Financial Advisors
INCREASED
Shares21,328 from 18,208
Change+3,120 (+17%)
Value$513.4K (+$42.7K)
Filed 2026-10-27
First Heartland Consultants, Inc.
DECREASED
Shares19,653 from 20,705
Change-1,052 (-5%)
Value$473.1K (-$62.1K)
Filed 2026-10-08
Stewardship Concepts Financial Services LLC
UNCHANGED
Shares19,531 from 19,531
Change0 (0%)
Value$470.1K (-$34.8K)
Filed 2026-10-06
Level Four Advisory Services, LLC
UNCHANGED
Shares19,476 from 19,476
Change0 (0%)
Value$468.8K (-$34.7K)
Filed 2026-11-06
Diversify Wealth Management, LLC
INCREASED
Shares19,206 from 16,890
Change+2,316 (+14%)
Value$469.2K (+$37.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares19,206 from 16,890
Change+2,316 (+14%)
Value$469.2K (+$37.7K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares18,927 from 18,261
Change+666 (+4%)
Value$455.6K (-$16.5K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares18,920 from 18,135
Change+785 (+4%)
Value$455.4K (-$13.4K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares18,702 from 10,555
Change+8,147 (+77%)
Value$450.2K (+$177.3K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares18,438 from 18,485
Change-47 (0%)
Value$443.8K (-$34.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares16,930 from 16,104
Change+826 (+5%)
Value$407.5K (-$8.8K)
Filed 2026-10-08
Independent Financial Group, LLC
INCREASED
Shares16,679 from 16,449
Change+230 (+1%)
Value$401.5K (-$23.7K)
Filed 2026-10-13
BCS Wealth Management
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$397.2K (-$29.4K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
NEW
Shares16,370
Change+16,370
Value$394.0K
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares16,055 from 17,631
Change-1,576 (-9%)
Value$386.4K (-$69.3K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares15,667 from 9,300
Change+6,367 (+68%)
Value$377.1K (+$136.7K)
Filed 2026-11-05
MSH Capital Advisors LLC
NEW
Shares15,592
Change+15,592
Value$375.3K
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares14,939 from 21,148
Change-6,209 (-29%)
Value$370.2K (-$176.5K)
Filed 2026-11-04
Advisortrust Partners, LLC
INCREASED
Shares14,332 from 11,651
Change+2,681 (+23%)
Value$345.0K (+$43.8K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
INCREASED
Shares14,328 from 12,757
Change+1,571 (+12%)
Value$344.9K (+$15.1K)
Filed 2026-11-05
Freedom Financial Partners LLC
INCREASED
Shares14,323 from 14,014
Change+309 (+2%)
Value$344.7K (-$17.5K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares13,975 from 12,877
Change+1,098 (+9%)
Value$337.1K (+$3.6K)
Filed 2026-11-02
GSG Advisors LLC
NEW
Shares13,818
Change+13,818
Value$332.6K
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
NEW
Shares12,711
Change+12,711
Value$306.0K
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares12,616 from 8,427
Change+4,189 (+50%)
Value$312.7K (+$96.8K)
Filed 2026-11-02
IFS Advisors, LLC
NEW
Shares12,473
Change+12,473
Value$300.2K
Filed 2026-10-14
IFG Advisory, LLC
INCREASED
Shares12,330 from 8,357
Change+3,973 (+48%)
Value$296.8K (+$80.7K)
Filed 2026-11-09
Western Wealth Management, LLC
INCREASED
Shares11,884 from 10,189
Change+1,695 (+17%)
Value$286.1K (+$22.7K)
Filed 2026-11-09
Swmg, LLC
NEW
Shares11,120
Change+11,120
Value$273.9K
Filed 2026-10-23
LongView Wealth Management
INCREASED
Shares11,022 from 11,001
Change+21 (+0%)
Value$265.3K (-$19.1K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares11,019 from 9,271
Change+1,748 (+19%)
Value$265.2K (+$25.6K)
Filed 2026-10-14
Regatta Capital Group, LLC
UNCHANGED
Shares10,912 from 10,912
Change0 (0%)
Value$262.7K (-$19.4K)
Filed 2026-10-23
Capital Planning LLC
UNCHANGED
Shares10,785 from 10,785
Change0 (0%)
Value$259.6K (-$19.2K)
Filed 2026-10-09
Carson Advisory Inc.
INCREASED
Shares10,657 from 10,634
Change+23 (+0%)
Value$256.5K (-$18.4K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares10,529 from 10,270
Change+259 (+3%)
Value$253.4K (-$12.0K)
Filed 2026-10-26
Financial Partners Group, Inc
NEW
Shares10,226
Change+10,226
Value$246.1K
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares9,270 from 16,697
Change-7,427 (-44%)
Value$223.1K (-$208.5K)
Filed 2026-10-29
Opal Wealth Advisors, LLC
INCREASED
Shares9,166 from 7,882
Change+1,284 (+16%)
Value$220.6K (+$16.9K)
Filed 2026-10-16
Sard Wealth Management Group, LLC
NEW
Shares8,782
Change+8,782
Value$211.4K
Filed 2026-10-16
Cornerstone Wealth Management, LLC
NEW
Shares8,357
Change+8,357
Value$201.1K
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares4,707
Change+4,707
Value$113.3K
Filed 2026-10-26
Latitude Advisors, LLC
DECREASED
Shares3,599 from 16,650
Change-13,051 (-78%)
Value$86.6K (-$343.8K)
Filed 2026-10-27
Financial Perspectives, Inc
INCREASED
Shares3,394 from 3,380
Change+14 (+0%)
Value$81.7K (-$5.7K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares2,299 from 1,318
Change+981 (+74%)
Value$55.3K (+$21.3K)
Filed 2026-10-08
UMB Private Wealth Management, LLC
NEW
Shares2,261
Change+2,261
Value$54.4K
Filed 2026-10-19
Signature Equity Partners, LLC
NEW
Shares2,066
Change+2,066
Value$49.7K
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares1,890 from 174
Change+1,716 (+986%)
Value$45.5K (+$41.0K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares1,426 from 507
Change+919 (+181%)
Value$34.3K (+$21.2K)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares931
Change+931
Value$22.4K
Filed 2026-10-29
Kings Path Partners LLC
DECREASED
Shares717 from 783
Change-66 (-8%)
Value$17.3K (-$3.0K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$6.6K ($0)
Filed 2026-11-06
Essential Investment Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (-$178)
Filed 2026-10-27
VestGen Advisors, LLC
CLOSED
Shares0 from 35,422
Change-35,422 (-100%)
Value$0 (-$915.7K)
Filed 2026-10-27
Financial Management Network Inc
CLOSED
Shares0 from 17,128
Change-17,128 (-100%)
Value$0 (-$440.9K)
Filed 2026-10-09
Horizon Wealth Management, LLC
CLOSED
Shares0 from 9,913
Change-9,913 (-100%)
Value$0 (-$256.3K)
Filed 2026-11-02
Members Advisory Group LLC
CLOSED
Shares0 from 8,124
Change-8,124 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-09
Strategic Blueprint, LLC
CLOSED
Shares0 from 7,869
Change-7,869 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-22
Wellington Grp LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$24.2K)
Filed 2026-11-06
CX Institutional
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$9)
Filed 2026-10-02
Key FInancial Inc
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-02
Capital International Investors
N/A
Shares— from 63,675,196
Change-63,675,196 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,298,153
Change-13,298,153 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,868,376
Change-2,868,376 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,550,140
Change-1,550,140 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,404,238
Change-1,404,238 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,390,783
Change-1,390,783 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,204,975
Change-1,204,975 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,102,681
Change-1,102,681 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 913,813
Change-913,813 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 881,123
Change-881,123 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 852,417
Change-852,417 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 764,039
Change-764,039 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 496,159
Change-496,159 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 472,742
Change-472,742 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 472,102
Change-472,102 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 409,155
Change-409,155 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 356,104
Change-356,104 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 337,790
Change-337,790 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 294,526
Change-294,526 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 214,471
Change-214,471 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 191,440
Change-191,440 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 187,286
Change-187,286 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 185,414
Change-185,414 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 162,473
Change-162,473 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 159,791
Change-159,791 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 153,934
Change-153,934 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 140,319
Change-140,319 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 136,957
Change-136,957 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 127,513
Change-127,513 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 124,944
Change-124,944 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 124,329
Change-124,329 (-100%)
Value—
&partners
N/A
Shares— from 120,587
Change-120,587 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 119,731
Change-119,731 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 97,437
Change-97,437 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 87,436
Change-87,436 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 87,133
Change-87,133 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 83,729
Change-83,729 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 82,455
Change-82,455 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 78,739
Change-78,739 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 75,330
Change-75,330 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 68,832
Change-68,832 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 68,175
Change-68,175 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 67,098
Change-67,098 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 66,469
Change-66,469 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 57,761
Change-57,761 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 55,805
Change-55,805 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 48,967
Change-48,967 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 47,577
Change-47,577 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 44,776
Change-44,776 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 33,194
Change-33,194 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,796
Change-32,796 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,623
Change-32,623 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 29,337
Change-29,337 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 28,334
Change-28,334 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 28,260
Change-28,260 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 28,251
Change-28,251 (-100%)
Value—
Betterment LLC
N/A
Shares— from 23,542
Change-23,542 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 20,522
Change-20,522 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,480
Change-19,480 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,193
Change-16,193 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,754
Change-13,754 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,716
Change-13,716 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,335
Change-13,335 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,091
Change-13,091 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,460
Change-12,460 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,303
Change-11,303 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 9,968
Change-9,968 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,026
Change-9,026 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,018
Change-9,018 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,935
Change-8,935 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,473
Change-8,473 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,259
Change-8,259 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 902
Change-902 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 319
Change-319 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,488,1706,046,346+1,441,824+24%$156.3M$180.2M+$23.9M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED2,025,0232,025,739-7160%$52.4M$48.7M-$3.6M2026-11-02
Assetmark, Inc
INCREASED1,365,2031,335,444+29,759+2%$34.5M$32.9M-$1.7M2026-10-21
Commonwealth Equity Services, LLC
INCREASED1,004,972847,522+157,450+19%$21.9M$24.2M+$2.3M2026-11-02
Aprio Wealth Management, LLC
INCREASED960,512819,408+141,104+17%$21.2M$23.1M+$1.9M2026-10-28
Truist Financial Corp
INCREASED848,507766,284+82,223+11%$19.8M$20.4M+$615.1K2026-10-30
Strata Wealth Advisors, LLC
INCREASED731,072392,344+338,728+86%$10.1M$17.6M+$7.5M2026-10-16
Kestra Advisory Services, LLC
INCREASED657,365505,492+151,873+30%$13.1M$15.8M+$2.8M2026-11-02
Confluence Wealth Services, Inc.
DECREASED644,652695,835-51,183-7%$18.0M$15.5M-$2.5M2026-11-05
J. Derek Lewis & Associates Inc.
INCREASED642,042580,244+61,798+11%$15.0M$15.4M+$447.5K2026-11-03
Apollon Wealth Management, LLC
INCREASED377,526289,402+88,124+30%$7.5M$9.1M+$1.6M2026-10-23
Koshinski Asset Management, Inc.
INCREASED363,823320,876+42,947+13%$8.3M$8.8M+$462.6K2026-10-29
Prentice Wealth Management LLC
INCREASED332,790267,660+65,130+24%$6.9M$8.0M+$1.1M2026-10-20
Valmark Advisers, Inc.
INCREASED321,416309,331+12,085+4%$8.0M$7.7M-$259.7K2026-11-06
First Interstate Bank
INCREASED321,153290,676+30,477+10%$7.5M$7.7M+$216.2K2026-10-23
Platt Wealth Management LLC
INCREASED265,989212,617+53,372+25%$5.5M$6.4M+$906.0K2026-11-04
Park Avenue Securities LLC
INCREASED254,391251,000+3,391+1%$6.5M$6.1M-$365.0K2026-10-26
Cullen T Bankers, Inc.
INCREASED246,105199,062+47,043+24%$5.1M$5.9M+$778.0K2026-10-28
Keudell ison Wealth Management
INCREASED212,237208,098+4,139+2%$5.4M$5.1M-$270.8K2026-10-16
Clear Trail Advisors, LLC
INCREASED208,684207,624+1,060+1%$5.4M$5.0M-$344.1K2026-10-20
Great Valley Advisor Group, Inc.
DECREASED182,173232,676-50,503-22%$6.0M$4.4M-$1.6M2026-11-09
Wealthcare Advisory Partners LLC
DECREASED133,956134,990-1,034-1%$3.5M$3.2M-$265.2K2026-10-21
Earned Wealth Advisors, LLC
INCREASED128,21444,344+83,870+189%$1.1M$3.1M+$1.9M2026-11-06
Gutierrez Wealth Advisory, LLC
DECREASED120,339241,975-121,636-50%$6.3M$2.9M-$3.4M2026-11-02
AA Financial Advisors, LLC
NEW96,936—+96,936——$2.3M—2026-10-19
Simplicity Wealth,LLC
INCREASED95,56885,807+9,761+11%$2.2M$2.3M+$82.2K2026-10-23
Firestone Capital Management
NEW81,523—+81,523——$2.0M—2026-11-03
Fjell Capital, LLC
INCREASED78,06767,520+10,547+16%$1.7M$1.9M+$133.7K2026-10-13
Wedbush Securities Inc
INCREASED76,04172,788+3,253+4%$1.9M$1.8M-$52.0K2026-10-22
Clarity Asset Management, Inc.
INCREASED74,89870,040+4,858+7%$1.8M$1.8M-$7.8K2026-10-14
Apella Capital, LLC
INCREASED73,14054,456+18,684+34%$1.4M$1.8M+$343.5K2026-10-08
Entruity Wealth, LLC
INCREASED69,36141,340+28,021+68%$1.1M$1.7M+$600.9K2026-11-06
Heritage Wealth Management, Inc.
INCREASED66,86551,982+14,883+29%$1.3M$1.6M+$265.7K2026-10-28
Birchwood Financial Partners, Inc.
INCREASED65,46250,804+14,658+29%$1.3M$1.6M+$262.4K2026-11-02
Vicus Capital
DECREASED64,22967,987-3,758-6%$1.8M$1.5M-$211.5K2026-11-05
Thoroughbred Financial Services, LLC
UNCHANGED60,35160,35100%$1.6M$1.5M-$108.0K2026-11-09
CJM Wealth Advisers, Ltd.
NEW59,526—+59,526——$1.4M—2026-10-27
NewCorp Financial Services, Inc.
INCREASED56,75552,820+3,935+7%$1.4M$1.4M+$6842026-10-14
Schmidt P J Investment Management Inc
INCREASED53,99653,221+775+1%$1.4M$1.3M-$76.1K2026-11-02
Thrive Wealth Management, LLC
DECREASED51,27954,624-3,345-6%$1.4M$1.2M-$177.7K2026-10-13
Harbour Investments, Inc.
INCREASED47,28943,659+3,630+8%$1.1M$1.1M+$9.7K2026-11-09
Forge Financial Services LLC
NEW44,218—+44,218——$1.1M—2026-11-09
Main Line Retirement Advisors, LLC
INCREASED43,87443,628+246+1%$1.1M$1.1M-$71.7K2026-10-14
Merit Financial Group, LLC
INCREASED43,49212,036+31,456+261%$311.1K$1.0M+$735.7K2026-11-06
AdvisorNet Financial, Inc
INCREASED42,52816,513+26,015+158%$426.9K$1.0M+$601.9K2026-10-15
Bank of New York Mellon Corp
INCREASED39,20828,022+11,186+40%$724.4K$943.7K+$219.4K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED38,51424,002+14,512+60%$619.7K$923.6K+$303.8K2026-10-13
HB Wealth Management, LLC
UNCHANGED38,30038,30000%$990.1K$921.9K-$68.2K2026-10-23
Jacobi Capital Management LLC
DECREASED37,88048,908-11,028-23%$1.3M$911.8K-$352.5K2026-11-05
EnRich Financial Partners LLC
INCREASED37,69433,861+3,833+11%$875.3K$907.3K+$32.0K2026-10-21
Quantum Financial Partners LLC
INCREASED36,28819,330+16,958+88%$499.7K$873.5K+$373.8K2026-10-19
IFP Advisors, Inc
DECREASED34,87635,324-448-1%$913.1K$839.5K-$73.7K2026-10-16
William John Sempolinski
INCREASED32,40016,900+15,500+92%$436.9K$779.9K+$343.0K2026-10-20
Walleye Partners, LLC
INCREASED28,44021,180+7,260+34%$547.5K$684.5K+$137.0K2026-10-13
Ascent Group, LLC
DECREASED28,07028,469-399-1%$735.9K$675.6K-$60.3K2026-10-30
Sprinkle Financial Consultants LLC
NEW26,667—+26,667——$641.9K—2026-10-09
Geneos Wealth Management Inc.
INCREASED26,2516,910+19,341+280%$178.6K$631.9K+$453.2K2026-11-09
Venture Visionary Partners LLC
INCREASED25,70421,516+4,188+19%$556.2K$618.7K+$62.5K2026-10-07
Uhlmann Price Securities, LLC
DECREASED25,66141,984-16,323-39%$1.1M$617.7K-$467.6K2026-11-03
MFA Wealth Services
NEW25,587—+25,587——$615.9K—2026-10-14
Atria Investments, Inc
INCREASED25,41321,982+3,431+16%$568.2K$611.7K+$43.5K2026-10-15
Nautilus Advisors LLC
DECREASED24,50030,059-5,559-18%$776.1K$589.7K-$186.4K2026-10-07
Apollon Financial, LLC
INCREASED24,34921,160+3,189+15%$547.0K$586.1K+$39.1K2026-10-23
Fifth Third Bancorp
INCREASED23,70122,646+1,055+5%$585.4K$570.5K-$14.9K2026-11-05
Midwest Heritage Bank, FSB
INCREASED23,63423,202+432+2%$599.8K$568.9K-$30.9K2026-10-26
Cooper Financial Group
NEW23,623—+23,623——$568.6K—2026-10-07
Sigma Planning Corp
INCREASED23,37922,114+1,265+6%$571.6K$562.7K-$8.9K2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED23,14616,130+7,016+44%$417.0K$557.1K+$140.2K2026-10-13
Victory Financial Group, LLC
INCREASED22,29121,967+324+1%$567.8K$536.5K-$31.3K2026-10-27
Northwest Financial Advisors
INCREASED21,32818,208+3,120+17%$470.7K$513.4K+$42.7K2026-10-27
First Heartland Consultants, Inc.
DECREASED19,65320,705-1,052-5%$535.2K$473.1K-$62.1K2026-10-08
Stewardship Concepts Financial Services LLC
UNCHANGED19,53119,53100%$504.9K$470.1K-$34.8K2026-10-06
Level Four Advisory Services, LLC
UNCHANGED19,47619,47600%$503.5K$468.8K-$34.7K2026-11-06
Diversify Wealth Management, LLC
INCREASED19,20616,890+2,316+14%$431.5K$469.2K+$37.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED19,20616,890+2,316+14%$431.5K$469.2K+$37.7K2026-10-20
MGO One Seven LLC
INCREASED18,92718,261+666+4%$472.0K$455.6K-$16.5K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED18,92018,135+785+4%$468.8K$455.4K-$13.4K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED18,70210,555+8,147+77%$272.8K$450.2K+$177.3K2026-11-03
HBW Advisory Services LLC
DECREASED18,43818,485-470%$477.8K$443.8K-$34.0K2026-10-15
Farther Finance Advisors, LLC
INCREASED16,93016,104+826+5%$416.3K$407.5K-$8.8K2026-10-08
Independent Financial Group, LLC
INCREASED16,67916,449+230+1%$425.2K$401.5K-$23.7K2026-10-13
BCS Wealth Management
UNCHANGED16,50016,50000%$426.5K$397.2K-$29.4K2026-11-03
Flagship Harbor Advisors, LLC
NEW16,370—+16,370——$394.0K—2026-10-26
Mission Wealth Management, LP
DECREASED16,05517,631-1,576-9%$455.8K$386.4K-$69.3K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED15,6679,300+6,367+68%$240.4K$377.1K+$136.7K2026-11-05
MSH Capital Advisors LLC
NEW15,592—+15,592——$375.3K—2026-11-03
Prospera Financial Services Inc
DECREASED14,93921,148-6,209-29%$546.7K$370.2K-$176.5K2026-11-04
Advisortrust Partners, LLC
INCREASED14,33211,651+2,681+23%$301.2K$345.0K+$43.8K2026-11-02
Pennsylvania Capital Management Inc
INCREASED14,32812,757+1,571+12%$329.8K$344.9K+$15.1K2026-11-05
Freedom Financial Partners LLC
INCREASED14,32314,014+309+2%$362.3K$344.7K-$17.5K2026-10-19
International Assets Investment Management, LLC
INCREASED13,97512,877+1,098+9%$333.5K$337.1K+$3.6K2026-11-02
GSG Advisors LLC
NEW13,818—+13,818——$332.6K—2026-11-03
Kingswood Wealth Advisors, LLC
NEW12,711—+12,711——$306.0K—2026-10-23
Sovran Advisors, LLC
INCREASED12,6168,427+4,189+50%$215.9K$312.7K+$96.8K2026-11-02
IFS Advisors, LLC
NEW12,473—+12,473——$300.2K—2026-10-14
IFG Advisory, LLC
INCREASED12,3308,357+3,973+48%$216.0K$296.8K+$80.7K2026-11-09
Western Wealth Management, LLC
INCREASED11,88410,189+1,695+17%$263.4K$286.1K+$22.7K2026-11-09
Swmg, LLC
NEW11,120—+11,120——$273.9K—2026-10-23
LongView Wealth Management
INCREASED11,02211,001+21+0%$284.4K$265.3K-$19.1K2026-10-19
Tempus Wealth Planning, LLC
INCREASED11,0199,271+1,748+19%$239.7K$265.2K+$25.6K2026-10-14
Regatta Capital Group, LLC
UNCHANGED10,91210,91200%$282.1K$262.7K-$19.4K2026-10-23
Capital Planning LLC
UNCHANGED10,78510,78500%$278.8K$259.6K-$19.2K2026-10-09
Carson Advisory Inc.
INCREASED10,65710,634+23+0%$274.9K$256.5K-$18.4K2026-11-06
Lanark Financial, Inc.
INCREASED10,52910,270+259+3%$265.5K$253.4K-$12.0K2026-10-26
Financial Partners Group, Inc
NEW10,226—+10,226——$246.1K—2026-10-19
Vise Technologies, Inc.
DECREASED9,27016,697-7,427-44%$431.6K$223.1K-$208.5K2026-10-29
Opal Wealth Advisors, LLC
INCREASED9,1667,882+1,284+16%$203.7K$220.6K+$16.9K2026-10-16
Sard Wealth Management Group, LLC
NEW8,782—+8,782——$211.4K—2026-10-16
Cornerstone Wealth Management, LLC
NEW8,357—+8,357——$201.1K—2026-11-04
DeDora Capital, Inc.
NEW4,707—+4,707——$113.3K—2026-10-26
Latitude Advisors, LLC
DECREASED3,59916,650-13,051-78%$430.4K$86.6K-$343.8K2026-10-27
Financial Perspectives, Inc
INCREASED3,3943,380+14+0%$87.4K$81.7K-$5.7K2026-11-03
CoreCap Advisors, LLC
INCREASED2,2991,318+981+74%$34.1K$55.3K+$21.3K2026-10-08
UMB Private Wealth Management, LLC
NEW2,261—+2,261——$54.4K—2026-10-19
Signature Equity Partners, LLC
NEW2,066—+2,066——$49.7K—2026-10-29
Creative Financial Designs Inc
INCREASED1,890174+1,716+986%$4.5K$45.5K+$41.0K2026-11-04
Private Trust Co NA
INCREASED1,426507+919+181%$13.1K$34.3K+$21.2K2026-10-20
Next Level Wealth Planning, LLC
NEW931—+931——$22.4K—2026-10-29
Kings Path Partners LLC
DECREASED717783-66-8%$20.2K$17.3K-$3.0K2026-10-21
Allworth Financial LP
UNCHANGED25725700%$6.6K$6.6K$02026-11-06
Essential Investment Partners LLC
UNCHANGED10010000%$2.6K$2.4K-$1782026-10-27
VestGen Advisors, LLC
CLOSED035,422-35,422-100%$915.7K$0-$915.7K2026-10-27
Financial Management Network Inc
CLOSED017,128-17,128-100%$440.9K$0-$440.9K2026-10-09
Horizon Wealth Management, LLC
CLOSED09,913-9,913-100%$256.3K$0-$256.3K2026-11-02
Members Advisory Group LLC
CLOSED08,124-8,124-100%$210.0K$0-$210.0K2026-11-09
Strategic Blueprint, LLC
CLOSED07,869-7,869-100%$203.4K$0-$203.4K2026-10-22
Wellington Grp LLC
CLOSED0957-957-100%$24.2K$0-$24.2K2026-11-06
CX Institutional
CLOSED0354-354-100%$9$0-$92026-10-02
Key FInancial Inc
CLOSED078-78-100%$2.0K$0-$2.0K2026-11-02
Capital International Investors
N/A—63,675,196-63,675,196-100%$1.6B———
Envestnet Asset Management Inc
N/A—13,298,153-13,298,153-100%$343.8M———
Cetera Investment Advisers
N/A—2,868,376-2,868,376-100%$74.1M———
Vestmark Advisory Solutions, Inc.
N/A—1,550,140-1,550,140-100%$40.1M———
Royal Bank of Canada
N/A—1,404,238-1,404,238-100%$36.3M———
MML Investors Services, LLC
N/A—1,390,783-1,390,783-100%$36.0M———
Raymond James Financial Inc
N/A—1,204,975-1,204,975-100%$31.1M———
Janney Montgomery Scott LLC
N/A—1,102,681-1,102,681-100%$28.5M———
Osaic Holdings, Inc.
N/A—913,813-913,813-100%$23.6M———
Northwestern Mutual Wealth Management Co
N/A—881,123-881,123-100%$22.8M———
Jones Financial Companies Lllp
N/A—852,417-852,417-100%$22.1M———
Orion Porfolio Solutions, LLC
N/A—764,039-764,039-100%$19.8M———
Principal Securities, Inc.
N/A—496,159-496,159-100%$12.8M———
Benjamin Edwards Inc
N/A—472,742-472,742-100%$12.2M———
Capital Group Private Client Services, Inc.
N/A—472,102-472,102-100%$12.2M———
Steward Partners Investment Advisory, LLC
N/A—409,155-409,155-100%$10.6M———
Envestnet Portfolio Solutions, Inc.
N/A—356,104-356,104-100%$9.2M———
UBS Asset Management Americas LLC
N/A—337,790-337,790-100%$8.7M———
Natixis Advisors, LLC
N/A—294,526-294,526-100%$7.6M———
Wells Fargo & Company
N/A—214,471-214,471-100%$5.5M———
SEI Investments Co
N/A—191,440-191,440-100%$4.9M———
Capital Analysts, LLC
N/A—187,286-187,286-100%$4.8M———
HighTower Advisors, LLC
N/A—185,414-185,414-100%$4.8M———
Captrust Financial Advisors
N/A—162,473-162,473-100%$4.2M———
Mosaic Family Wealth Partners, LLC
N/A—159,791-159,791-100%$4.1M———
Bank of America Corp
N/A—153,934-153,934-100%$4.0M———
Capital Investment Management, Inc.
N/A—140,319-140,319-100%$3.6M———
Transamerica Financial Advisors, LLC
N/A—136,957-136,957-100%$3.5M———
BlueStem Wealth Partners, LLC
N/A—127,513-127,513-100%$3.3M———
Citadel Advisors LLC
N/A—124,944-124,944-100%$3.2M———
Jane Street Group, LLC
N/A—124,329-124,329-100%$3.2M———
&partners
N/A—120,587-120,587-100%$3.1M———
Summit Financial, LLC
N/A—119,731-119,731-100%$3.1M———
Elequin Capital, LP
N/A—97,437-97,437-100%$2.5M———
Gateway Wealth Partners, LLC
N/A—87,436-87,436-100%$2.3M———
Boulder Wealth Advisors, LLC
N/A—87,133-87,133-100%$2.3M———
Cerity Partners LLC
N/A—83,729-83,729-100%$2.2M———
NewEdge Advisors, LLC
N/A—82,455-82,455-100%$2.1M———
EQ Wealth Advisors, LLC
N/A—78,739-78,739-100%$2.0M———
RFP Financial Group LLC
N/A—75,330-75,330-100%$1.9M———
Equitable Holdings, Inc.
N/A—68,832-68,832-100%$1.8M———
Perennial Investment Advisors, LLC
N/A—68,175-68,175-100%$1.8M———
GWN Securities Inc.
N/A—67,098-67,098-100%$1.7M———
Private Advisor Group, LLC
N/A—66,469-66,469-100%$1.7M———
Advyzon Investment Management, LLC
N/A—57,761-57,761-100%$1.5M———
ST Germain D J Co Inc
N/A—55,805-55,805-100%$1.4M———
Stifel Financial Corp
N/A—48,967-48,967-100%$1.3M———
Global Retirement Partners, LLC
N/A—47,577-47,577-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—44,776-44,776-100%$1.2M———
VestGen Investment Management
N/A—33,194-33,194-100%$858.1K———
Integrated Wealth Concepts LLC
N/A—32,796-32,796-100%$847.8K———
Arkadios Wealth Advisors
N/A—32,623-32,623-100%$843.3K———
Founders Financial Alliance, LLC
N/A—30,500-30,500-100%$788.4K———
World Investment Advisors
N/A—29,337-29,337-100%$743.7K———
Smartleaf Asset Management LLC
N/A—28,334-28,334-100%$733.6K———
JPMorgan Chase & Co
N/A—28,260-28,260-100%$731.7K———
Barnes Pettey Financial Advisors, LLC
N/A—28,251-28,251-100%$730.3K———
Betterment LLC
N/A—23,542-23,542-100%$609.0K———
Waverly Advisors, LLC
N/A—20,522-20,522-100%$530.5K———
Advisory Services Network, LLC
N/A—19,480-19,480-100%$503.6K———
Ausdal Financial Partners, Inc.
N/A—16,193-16,193-100%$418.6K———
Vantus Wealth LLC
N/A—13,815-13,815-100%$357.1K———
Kovack Advisors, Inc.
N/A—13,754-13,754-100%$356.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,716-13,716-100%$354.6K———
Kingsview Wealth Management, LLC
N/A—13,335-13,335-100%$344.7K———
Old Mission Capital LLC
N/A—13,091-13,091-100%$338.4K———
Arax Advisory Partners
N/A—12,460-12,460-100%$322.1K———
Evergreen Wealth Partners LLC
N/A—11,781-11,781-100%$304.5K———
OneAscent Financial Services LLC
N/A—11,582-11,582-100%$299.4K———
GeoWealth Management, LLC
N/A—11,514-11,514-100%$297.6K———
Keystone Financial Group
N/A—11,303-11,303-100%$292.2K———
Continental Investors Services, Inc.
N/A—9,968-9,968-100%$215.6K———
Synergy Investment Management, LLC
N/A—9,750-9,750-100%$252.0K———
Goldman Sachs Group Inc
N/A—9,026-9,026-100%$233.3K———
Quantinno Capital Management LP
N/A—9,018-9,018-100%$233.1K———
Brookwood Investment Group LLC
N/A—8,935-8,935-100%$231.0K———
Insigneo Advisory Services, LLC
N/A—8,473-8,473-100%$219.0K———
WNY Asset Management, LLC
N/A—8,259-8,259-100%$213.5K———
Tower Research Capital LLC (TRC)
N/A—8,024-8,024-100%$207.4K———
AE Wealth Management LLC
N/A—4,110-4,110-100%$106.3K———
BFC Planning, Inc.
N/A—3,400-3,400-100%$87.9K———
Morgan Stanley
N/A—2,010-2,010-100%$52.0K———
Huntington National Bank
N/A—1,748-1,748-100%$45.2K———
FMR LLC
N/A—1,594-1,594-100%$41.2K———
Ameriflex Group, Inc.
N/A—902-902-100%$23.3K———
Fiduciary Financial Advisors
N/A—319-319-100%$8.2K———
UBS Group AG
N/A—19-19-100%$491———
Showing 216 of 216 institutions