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Cap Group Core Balanced (CGBL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares21,195,380 from 18,718,252
Change+2,477,128 (+13%)
Value$778.9M (+$68.4M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares3,910,516 from 3,483,547
Change+426,969 (+12%)
Value$143.7M (+$11.5M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,757,895 from 2,594,048
Change+163,847 (+6%)
Value$101.4M (+$2.9M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,331,297 from 1,595,320
Change+735,977 (+46%)
Value$86.4M (+$26.3M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares2,022,707 from 1,758,593
Change+264,114 (+15%)
Value$74.3M (+$7.6M)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares1,655,176 from 1,688,355
Change-33,179 (-2%)
Value$60.8M (-$3.3M)
Filed 2026-10-28
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,417,337 from 1,337,192
Change+80,145 (+6%)
Value$52.1M (+$1.3M)
Filed 2026-11-03
Quantum Financial Planning Services, Inc.
INCREASED
Shares771,132 from 421,907
Change+349,225 (+83%)
Value$28.3M (+$12.3M)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares662,948 from 623,389
Change+39,559 (+6%)
Value$24.4M (+$699.5K)
Filed 2026-10-16
Greenbush Financial Group, LLC
INCREASED
Shares569,126 from 549,400
Change+19,726 (+4%)
Value$20.9M (+$60.2K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares566,258 from 562,184
Change+4,074 (+1%)
Value$20.8M (-$530.5K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares564,823 from 548,608
Change+16,215 (+3%)
Value$20.8M (-$67.8K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares557,330 from 540,006
Change+17,324 (+3%)
Value$20.5M (-$16.8K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares546,261 from 426,280
Change+119,981 (+28%)
Value$20.1M (+$3.9M)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares537,771 from 501,967
Change+35,804 (+7%)
Value$19.8M (+$707.9K)
Filed 2026-11-05
Clarity Wealth Advisors, LLC
INCREASED
Shares429,417 from 369,648
Change+59,769 (+16%)
Value$15.8M (+$1.7M)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares427,182 from 374,554
Change+52,628 (+14%)
Value$15.7M (+$1.5M)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares417,954 from 354,422
Change+63,532 (+18%)
Value$15.4M (+$1.9M)
Filed 2026-10-13
KWB Wealth
DECREASED
Shares387,913 from 925,891
Change-537,978 (-58%)
Value$14.3M (-$20.9M)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares381,081 from 347,015
Change+34,066 (+10%)
Value$14.0M (+$832.0K)
Filed 2026-10-16
Johnson Bixby & Associates, LLC
INCREASED
Shares375,569 from 342,396
Change+33,173 (+10%)
Value$13.8M (+$804.8K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares373,848 from 282,636
Change+91,212 (+32%)
Value$13.7M (+$3.0M)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares364,683 from 338,733
Change+25,950 (+8%)
Value$13.4M (+$543.8K)
Filed 2026-10-28
Valmark Advisers, Inc.
INCREASED
Shares357,319 from 314,960
Change+42,359 (+13%)
Value$13.1M (+$1.2M)
Filed 2026-11-06
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares346,952 from 326,175
Change+20,777 (+6%)
Value$12.8M (+$1.5M)
Filed 2026-10-14
High Net Worth Advisory Group LLC
INCREASED
Shares340,147 from 330,840
Change+9,307 (+3%)
Value$12.5M (-$58.3K)
Filed 2026-10-26
Capital Management Associates, Inc
INCREASED
Shares338,640 from 320,084
Change+18,556 (+6%)
Value$12.4M (+$294.6K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares337,344 from 318,159
Change+19,185 (+6%)
Value$12.4M (+$320.1K)
Filed 2026-11-06
Venture Visionary Partners LLC
INCREASED
Shares336,374 from 304,689
Change+31,685 (+10%)
Value$12.4M (+$795.8K)
Filed 2026-10-07
CLG LLC
INCREASED
Shares329,968 from 300,514
Change+29,454 (+10%)
Value$12.1M (+$718.8K)
Filed 2026-10-13
Base Wealth Management LLC
INCREASED
Shares328,252 from 321,993
Change+6,259 (+2%)
Value$12.1M (-$159.6K)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares315,090 from 279,066
Change+36,024 (+13%)
Value$11.6M (+$986.2K)
Filed 2026-10-28
LongView Wealth Management
INCREASED
Shares305,085 from 276,470
Change+28,615 (+10%)
Value$11.2M (+$717.0K)
Filed 2026-10-19
Boyer Financial Services, Inc.
INCREASED
Shares295,713 from 295,203
Change+510 (+0%)
Value$10.9M (-$273.5K)
Filed 2026-10-23
AdvisorNet Financial, Inc
INCREASED
Shares292,029 from 271,457
Change+20,572 (+8%)
Value$10.8M (+$448.0K)
Filed 2026-10-15
Seamount Financial Group Inc
INCREASED
Shares274,750 from 258,114
Change+16,636 (+6%)
Value$10.1M (+$299.1K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares268,061 from 213,499
Change+54,562 (+26%)
Value$9.9M (+$1.7M)
Filed 2026-10-30
Westside Investment Management, Inc.
INCREASED
Shares223,227 from 201,673
Change+21,554 (+11%)
Value$8.2M (+$549.0K)
Filed 2026-11-02
Quantum Financial Partners LLC
DECREASED
Shares223,039 from 261,952
Change-38,913 (-15%)
Value$8.2M (-$1.7M)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares217,001 from 212,646
Change+4,355 (+2%)
Value$8.0M (-$87.4K)
Filed 2026-11-05
Worth Asset Management, LLC
DECREASED
Shares201,745 from 209,524
Change-7,779 (-4%)
Value$7.4M (-$539.4K)
Filed 2026-10-07
VVR Holdings LLC
INCREASED
Shares194,609 from 142,823
Change+51,786 (+36%)
Value$7.2M (+$1.7M)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares190,857 from 173,854
Change+17,003 (+10%)
Value$7.0M (+$414.5K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares188,565 from 162,362
Change+26,203 (+16%)
Value$6.9M (+$766.3K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares186,307 from 173,608
Change+12,699 (+7%)
Value$6.8M (+$256.6K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
INCREASED
Shares178,843 from 176,327
Change+2,516 (+1%)
Value$6.6M (-$120.9K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares177,622 from 151,828
Change+25,794 (+17%)
Value$6.5M (+$764.2K)
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares168,486 from 145,243
Change+23,243 (+16%)
Value$6.2M (+$678.4K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares166,551 from 142,674
Change+23,877 (+17%)
Value$6.1M (+$704.9K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares165,571 from 151,676
Change+13,895 (+9%)
Value$6.1M (+$327.1K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares164,591 from 157,589
Change+7,002 (+4%)
Value$6.0M (+$66.7K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares164,182 from 105,647
Change+58,535 (+55%)
Value$6.0M (+$2.0M)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares163,445 from 149,187
Change+14,258 (+10%)
Value$6.0M (+$343.4K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares160,324 from 149,359
Change+10,965 (+7%)
Value$5.9M (+$222.2K)
Filed 2026-10-08
Michael Brady & Co., LLC
DECREASED
Shares153,549 from 161,496
Change-7,947 (-5%)
Value$5.6M (-$487.5K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares147,294 from 133,218
Change+14,076 (+11%)
Value$5.4M (+$356.1K)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares142,689 from 137,150
Change+5,539 (+4%)
Value$5.2M (+$37.6K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares140,930 from 137,630
Change+3,300 (+2%)
Value$5.2M (-$45.3K)
Filed 2026-10-19
Asset Allocation Strategies LLC
INCREASED
Shares137,516 from 68,255
Change+69,261 (+101%)
Value$5.1M (+$2.5M)
Filed 2026-10-20
Taylor Financial Group, Inc.
INCREASED
Shares133,950 from 121,739
Change+12,211 (+10%)
Value$4.9M (+$301.4K)
Filed 2026-11-02
Challenger Wealth Management
INCREASED
Shares131,394 from 125,580
Change+5,814 (+5%)
Value$4.8M (+$61.7K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED
Shares123,315 from 124,253
Change-938 (-1%)
Value$4.5M (-$184.0K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares116,163 from 89,836
Change+26,327 (+29%)
Value$4.3M (+$858.8K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares114,907 from 94,957
Change+19,950 (+21%)
Value$4.2M (+$618.3K)
Filed 2026-10-19
Blueprint Financial Advisors LLC
INCREASED
Shares111,518 from 100,797
Change+10,721 (+11%)
Value$4.1M (+$272.0K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares111,518 from 100,797
Change+10,721 (+11%)
Value$4.1M (+$272.0K)
Filed 2026-10-28
Dahring | Cusmano LLC
INCREASED
Shares111,501 from 94,996
Change+16,505 (+17%)
Value$4.1M (+$491.6K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares110,555 from 108,672
Change+1,883 (+2%)
Value$4.1M (-$62.3K)
Filed 2026-10-14
Private Client Services, LLC
INCREASED
Shares108,591 from 79,667
Change+28,924 (+36%)
Value$4.0M (+$966.6K)
Filed 2026-10-02
StrongBox Wealth, LLC
INCREASED
Shares106,514 from 101,934
Change+4,580 (+4%)
Value$3.9M (+$45.0K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares101,755 from 94,853
Change+6,902 (+7%)
Value$3.8M (+$181.6K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares100,948 from 97,395
Change+3,553 (+4%)
Value$3.7M (+$12.7K)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares99,214 from 96,563
Change+2,651 (+3%)
Value$3.7M (+$78.0K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares91,151 from 92,604
Change-1,453 (-2%)
Value$3.3M (-$165.4K)
Filed 2026-11-03
Accel Wealth Management
INCREASED
Shares91,011 from 60,453
Change+30,558 (+51%)
Value$3.3M (+$1.0M)
Filed 2026-10-13
Clear Trail Advisors, LLC
DECREASED
Shares89,897 from 93,718
Change-3,821 (-4%)
Value$3.3M (-$253.8K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares86,477 from 48,560
Change+37,917 (+78%)
Value$3.2M (+$1.3M)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
INCREASED
Shares81,105 from 79,910
Change+1,195 (+2%)
Value$3.0M (-$52.8K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares78,541 from 78,541
Change0 (0%)
Value$3.0M ($0)
Filed 2026-10-26
Burford Brothers, Inc.
INCREASED
Shares74,229 from 73,347
Change+882 (+1%)
Value$2.7M (-$56.3K)
Filed 2026-10-21
Carson Advisory Inc.
INCREASED
Shares70,717 from 51,012
Change+19,705 (+39%)
Value$2.6M (+$662.4K)
Filed 2026-11-06
Vicus Capital
INCREASED
Shares68,849 from 56,496
Change+12,353 (+22%)
Value$2.5M (+$385.6K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares67,502 from 37,031
Change+30,471 (+82%)
Value$2.5M (+$1.1M)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares65,321 from 59,509
Change+5,812 (+10%)
Value$2.4M (+$141.6K)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares65,088 from 57,612
Change+7,476 (+13%)
Value$2.4M (+$205.0K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares64,993
Change+64,993
Value$2.4M
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares63,507 from 46,200
Change+17,307 (+37%)
Value$2.3M (+$580.1K)
Filed 2026-10-26
Richmond Investment Services, LLC
INCREASED
Shares61,521 from 48,393
Change+13,128 (+27%)
Value$2.3M (+$423.9K)
Filed 2026-10-29
Security Financial Services, Inc.
INCREASED
Shares59,227 from 56,484
Change+2,743 (+5%)
Value$2.2M (+$32.5K)
Filed 2026-10-29
Smith Thornton Advisors LLC
INCREASED
Shares56,957 from 48,796
Change+8,161 (+17%)
Value$2.1M (+$271.1K)
Filed 2026-10-16
William John Sempolinski
INCREASED
Shares55,655 from 54,730
Change+925 (+2%)
Value$2.0M (-$32.2K)
Filed 2026-10-20
Creekside Partners
DECREASED
Shares55,588 from 57,717
Change-2,129 (-4%)
Value$2.0M (-$148.1K)
Filed 2026-11-04
Signature Equity Partners, LLC
NEW
Shares53,252
Change+53,252
Value$2.0M
Filed 2026-10-29
Langley Wealth Management, LLC
INCREASED
Shares50,773 from 36,884
Change+13,889 (+38%)
Value$1.9M (+$465.8K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares50,602 from 49,991
Change+611 (+1%)
Value$1.9M (-$38.0K)
Filed 2026-10-22
Bare Financial Services, Inc
DECREASED
Shares49,017 from 51,052
Change-2,035 (-4%)
Value$1.8M (-$136.6K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares47,859 from 45,157
Change+2,702 (+6%)
Value$1.8M (+$44.6K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares46,707 from 35,693
Change+11,014 (+31%)
Value$1.7M (+$366.6K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares45,233 from 20,899
Change+24,334 (+116%)
Value$1.7M (+$869.0K)
Filed 2026-10-15
Titleist Asset Management, LLC
DECREASED
Shares40,690 from 41,277
Change-587 (-1%)
Value$1.5M (-$71.5K)
Filed 2026-10-08
R2 Capital Strategies, LLC
INCREASED
Shares38,737 from 38,720
Change+17 (+0%)
Value$1.4M (-$46.2K)
Filed 2026-10-15
Lantz Financial LLC
INCREASED
Shares38,488 from 37,952
Change+536 (+1%)
Value$1.4M (-$26.2K)
Filed 2026-10-15
Stewardship Concepts Financial Services LLC
DECREASED
Shares36,748 from 36,749
Change-1 (0%)
Value$1.4M (-$44.5K)
Filed 2026-10-06
VestGen Advisors, LLC
DECREASED
Shares36,627 from 38,648
Change-2,021 (-5%)
Value$1.3M (-$121.0K)
Filed 2026-10-27
Wisconsin Wealth Advisors, LLC
INCREASED
Shares35,694 from 34,663
Change+1,031 (+3%)
Value$1.3M (-$4.0K)
Filed 2026-10-08
Latitude Advisors, LLC
INCREASED
Shares35,076 from 31,172
Change+3,904 (+13%)
Value$1.3M (+$105.7K)
Filed 2026-10-27
Beacon Financial Advisory LLC
DECREASED
Shares34,986 from 36,456
Change-1,470 (-4%)
Value$1.3M (-$98.1K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares34,412 from 32,630
Change+1,782 (+5%)
Value$1.3M (+$26.0K)
Filed 2026-10-19
Old North State Wealth Management, LLC
INCREASED
Shares33,789 from 19,049
Change+14,740 (+77%)
Value$1.2M (+$518.9K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares33,608 from 31,389
Change+2,219 (+7%)
Value$1.2M (+$43.6K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares32,911 from 27,045
Change+5,866 (+22%)
Value$1.2M (+$182.8K)
Filed 2026-10-23
Certior Financial Group, LLC
DECREASED
Shares32,816 from 32,835
Change-19 (0%)
Value$1.2M (-$40.4K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares32,581 from 26,612
Change+5,969 (+22%)
Value$1.2M (+$217.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares32,581 from 26,612
Change+5,969 (+22%)
Value$1.2M (+$217.4K)
Filed 2026-10-20
Merited Wealth, LLC
DECREASED
Shares31,528 from 52,703
Change-21,175 (-40%)
Value$1.2M (-$842.0K)
Filed 2026-10-13
Advisortrust Partners, LLC
INCREASED
Shares31,015 from 24,777
Change+6,238 (+25%)
Value$1.1M (+$199.3K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares30,119 from 27,759
Change+2,360 (+9%)
Value$1.1M (+$53.1K)
Filed 2026-10-16
Lincoln Capital LLC
INCREASED
Shares29,639 from 12,680
Change+16,959 (+134%)
Value$1.1M (+$608.1K)
Filed 2026-10-09
Northwest Financial Advisors
INCREASED
Shares29,441 from 29,399
Change+42 (+0%)
Value$1.1M (-$34.0K)
Filed 2026-10-27
Uhlmann Price Securities, LLC
INCREASED
Shares29,370 from 21,879
Change+7,491 (+34%)
Value$1.1M (+$248.8K)
Filed 2026-11-03
Nautilus Advisors LLC
DECREASED
Shares29,274 from 31,003
Change-1,729 (-6%)
Value$1.1M (-$92.1K)
Filed 2026-10-07
Englebert Financial Advisers, LLC
DECREASED
Shares28,692 from 34,817
Change-6,125 (-18%)
Value$1.1M (-$267.2K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares28,490 from 20,924
Change+7,566 (+36%)
Value$1.0M (+$252.7K)
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares27,191 from 18,221
Change+8,970 (+49%)
Value$1.0M (+$310.2K)
Filed 2026-10-14
Colonial River Investments, LLC
DECREASED
Shares24,669 from 24,881
Change-212 (-1%)
Value$906.6K (-$37.9K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares24,426 from 22,415
Change+2,011 (+9%)
Value$897.7K (+$46.8K)
Filed 2026-11-05
tru Independence LLC
DECREASED
Shares24,404 from 25,162
Change-758 (-3%)
Value$896.8K (-$58.3K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares23,423 from 19,880
Change+3,543 (+18%)
Value$860.8K (+$106.2K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares23,339 from 23,239
Change+100 (+0%)
Value$857.7K (-$28.2K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares22,990 from 22,399
Change+591 (+3%)
Value$844.9K (-$5.4K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares21,535 from 60,085
Change-38,550 (-64%)
Value$791.4K (-$1.5M)
Filed 2026-10-08
Summit Global Investments
INCREASED
Shares21,203 from 21,061
Change+142 (+1%)
Value$779.0K (-$20.0K)
Filed 2026-10-28
KPP Advisory Services LLC
UNCHANGED
Shares20,981 from 20,981
Change0 (0%)
Value$771.1K (-$25.4K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED
Shares20,220 from 20,435
Change-215 (-1%)
Value$743.1K (-$32.6K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares19,054 from 14,754
Change+4,300 (+29%)
Value$700.2K (+$140.2K)
Filed 2026-10-19
Armstrong, Fleming & Moore, Inc
DECREASED
Shares18,714 from 19,191
Change-477 (-2%)
Value$687.7K (-$40.7K)
Filed 2026-10-28
Financial Management Network Inc
DECREASED
Shares18,489 from 19,130
Change-641 (-3%)
Value$682.8K (-$28.8K)
Filed 2026-10-09
Strategic Blueprint, LLC
DECREASED
Shares18,220 from 21,737
Change-3,517 (-16%)
Value$669.6K (-$155.6K)
Filed 2026-10-22
Pines Wealth Management, LLC
DECREASED
Shares18,110 from 20,313
Change-2,203 (-11%)
Value$665.5K (-$105.5K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,903 from 15,239
Change+2,664 (+17%)
Value$657.9K (+$79.5K)
Filed 2026-10-13
Souders Financial Advisors
DECREASED
Shares17,211 from 17,928
Change-717 (-4%)
Value$632.5K (-$48.1K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares16,794 from 16,737
Change+57 (+0%)
Value$617.2K (-$18.2K)
Filed 2026-10-20
Equity Wealth Partners, LLC
NEW
Shares16,747
Change+16,747
Value$615.5K
Filed 2026-10-26
Financial Perspectives, Inc
INCREASED
Shares16,524 from 15,490
Change+1,034 (+7%)
Value$607.3K (+$19.3K)
Filed 2026-11-03
RIA Advisory Group LLC
DECREASED
Shares16,232 from 36,344
Change-20,112 (-55%)
Value$596.5K (-$783.1K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares15,496 from 13,627
Change+1,869 (+14%)
Value$569.5K (+$52.2K)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares15,372 from 13,072
Change+2,300 (+18%)
Value$564.9K (+$68.7K)
Filed 2026-11-05
Tcfg Investment Advisors, LLC
INCREASED
Shares15,138 from 12,560
Change+2,578 (+21%)
Value$556.3K (+$79.5K)
Filed 2026-10-20
Williams & Novak Wealth Management, LLC
DECREASED
Shares15,091 from 21,936
Change-6,845 (-31%)
Value$554.6K (-$278.1K)
Filed 2026-10-09
Birchwood Financial Partners, Inc.
INCREASED
Shares15,006 from 11,062
Change+3,944 (+36%)
Value$551.5K (+$131.6K)
Filed 2026-11-02
Sweeney & Michel, LLC
INCREASED
Shares14,969 from 10,706
Change+4,263 (+40%)
Value$552.8K (+$141.8K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares14,470 from 13,358
Change+1,112 (+8%)
Value$531.8K (+$24.7K)
Filed 2026-10-29
Lodestone Wealth Management LLC
DECREASED
Shares13,390 from 14,146
Change-756 (-5%)
Value$492.1K (-$44.9K)
Filed 2026-10-14
Warner Financial, Inc
INCREASED
Shares13,384 from 10,973
Change+2,411 (+22%)
Value$491.9K (+$75.3K)
Filed 2026-11-06
Advisor Resource Council
DECREASED
Shares13,310 from 24,364
Change-11,054 (-45%)
Value$494.1K (-$431.1K)
Filed 2026-11-05
Spinnaker Investment Group, LLC
DECREASED
Shares12,844 from 13,815
Change-971 (-7%)
Value$472.0K (-$52.4K)
Filed 2026-10-13
Transcendent Capital Group LLC
INCREASED
Shares12,257 from 12,056
Change+201 (+2%)
Value$450.4K (-$7.2K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares12,215 from 12,215
Change0 (0%)
Value$449.0K (-$11.4K)
Filed 2026-10-16
Southland Equity Partners LLC
DECREASED
Shares12,014 from 12,173
Change-159 (-1%)
Value$441.5K (-$20.6K)
Filed 2026-10-14
Bill Few Associates, Inc.
INCREASED
Shares11,900 from 10,531
Change+1,369 (+13%)
Value$437.3K (+$37.6K)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
NEW
Shares11,848
Change+11,848
Value$435.4K
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares11,752 from 6,368
Change+5,384 (+85%)
Value$431.9K (+$190.2K)
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares11,683
Change+11,683
Value$429.4K
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares11,161 from 3,155
Change+8,006 (+254%)
Value$410.2K (+$290.4K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares11,100 from 11,183
Change-83 (-1%)
Value$407.9K (-$16.6K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares11,000 from 10,978
Change+22 (+0%)
Value$404.2K (-$12.5K)
Filed 2026-10-30
Cooper Financial Group
INCREASED
Shares10,880 from 7,998
Change+2,882 (+36%)
Value$399.8K (+$96.2K)
Filed 2026-10-07
Sowell Financial Services LLC
INCREASED
Shares9,615 from 8,746
Change+869 (+10%)
Value$353.4K (+$21.3K)
Filed 2026-10-23
Perryman Financial Advisory Inc
INCREASED
Shares9,564 from 9,367
Change+197 (+2%)
Value$351.5K (-$4.1K)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
DECREASED
Shares9,446 from 9,476
Change-30 (0%)
Value$347.1K (-$12.6K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares9,155 from 9,031
Change+124 (+1%)
Value$336.5K (-$6.4K)
Filed 2026-10-20
Professional Financial Advisors, LLC
DECREASED
Shares8,829 from 9,483
Change-654 (-7%)
Value$324.5K (-$35.5K)
Filed 2026-10-13
Old Port Advisors
INCREASED
Shares8,547 from 5,755
Change+2,792 (+49%)
Value$314.1K (+$95.6K)
Filed 2026-10-23
Guardian Asset Advisors, LLC
INCREASED
Shares8,230 from 7,300
Change+930 (+13%)
Value$302.5K (+$25.4K)
Filed 2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED
Shares8,142 from 6,401
Change+1,741 (+27%)
Value$299.2K (+$56.2K)
Filed 2026-10-20
Retireful, LLC
INCREASED
Shares8,121 from 7,497
Change+624 (+8%)
Value$298.4K (+$13.9K)
Filed 2026-10-09
Johnson Financial Group, LLC
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$288.5K (-$9.5K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
NEW
Shares7,786
Change+7,786
Value$286.1K
Filed 2026-10-19
Virtus Wealth Solutions LLC
INCREASED
Shares7,774 from 7,745
Change+29 (+0%)
Value$285.7K (-$8.3K)
Filed 2026-11-03
Harmony Asset Management LLC
INCREASED
Shares7,622 from 7,534
Change+88 (+1%)
Value$280.1K (-$5.9K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares7,550 from 6,800
Change+750 (+11%)
Value$277.0K (+$19.0K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares7,303 from 5,585
Change+1,718 (+31%)
Value$268.4K (+$56.4K)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares7,251 from 11,434
Change-4,183 (-37%)
Value$266.5K (-$167.6K)
Filed 2026-11-03
Sard Wealth Management Group, LLC
NEW
Shares7,245
Change+7,245
Value$266.2K
Filed 2026-10-16
A&I Financial Services, LLC
UNCHANGED
Shares7,186 from 7,186
Change0 (0%)
Value$264.1K (-$8.7K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares7,175 from 6,840
Change+335 (+5%)
Value$263.7K (+$4.0K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
NEW
Shares7,107
Change+7,107
Value$261.2K
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares7,052 from 5,636
Change+1,416 (+25%)
Value$259.2K (+$45.2K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares6,832
Change+6,832
Value$251.0K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares6,767
Change+6,767
Value$248.7K
Filed 2026-10-30
Claro Advisors Inc.
UNCHANGED
Shares6,725 from 6,725
Change0 (0%)
Value$247.1K (-$8.1K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares6,578
Change+6,578
Value$241.9K
Filed 2026-11-03
Ignite Planners, LLC
NEW
Shares6,414
Change+6,414
Value$235.7K
Filed 2026-10-14
M.E. Allison & Co., Inc.
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$235.6K (-$7.8K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares5,969 from 7,281
Change-1,312 (-18%)
Value$219.3K (-$57.0K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
NEW
Shares5,923
Change+5,923
Value$217.7K
Filed 2026-11-05
Hobart Private Capital, LLC
DECREASED
Shares5,768 from 6,138
Change-370 (-6%)
Value$212.0K (-$21.0K)
Filed 2026-10-19
Verus Capital Partners, LLC
DECREASED
Shares5,613 from 6,098
Change-485 (-8%)
Value$206.3K (-$25.2K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares4,240
Change+4,240
Value$155.8K
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares2,258 from 928
Change+1,330 (+143%)
Value$83.0K (+$47.7K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,200 from 2,431
Change-231 (-9%)
Value$80.9K (-$11.5K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares2,123
Change+2,123
Value$78.0K
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares2,122 from 919
Change+1,203 (+131%)
Value$78.0K (+$43.1K)
Filed 2026-10-08
CX Institutional
NEW
Shares2,120
Change+2,120
Value$78
Filed 2026-10-02
North Star Investment Management Corp.
NEW
Shares2,025
Change+2,025
Value$74.4K
Filed 2026-10-27
Arvest Investments, Inc.
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$64.9K (-$2.1K)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$62.5K (-$2.1K)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$54.4K (-$1.8K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$51.3K ($0)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares1,092 from 314
Change+778 (+248%)
Value$40.1K (+$28.2K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares775 from 773
Change+2 (+0%)
Value$28.5K (-$857)
Filed 2026-10-26
Bayban
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$22.9K ($0)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$11.3K (-$373)
Filed 2026-11-05
Princeton Global Asset Management LLC
NEW
Shares218
Change+218
Value$8.0K
Filed 2026-10-21
Entrust Financial LLC
NEW
Shares198
Change+198
Value$7.3K
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares105 from 1,510
Change-1,405 (-93%)
Value$3.9K (-$53.5K)
Filed 2026-11-05
Advisor OS, LLC
CLOSED
Shares0 from 18,932
Change-18,932 (-100%)
Value$0 (-$718.7K)
Filed 2026-11-03
MSH Capital Advisors LLC
CLOSED
Shares0 from 12,912
Change-12,912 (-100%)
Value$0 (-$490.1K)
Filed 2026-11-03
Simplicity Wealth,LLC
CLOSED
Shares0 from 9,305
Change-9,305 (-100%)
Value$0 (-$353.2K)
Filed 2026-10-23
Keybank National Association
CLOSED
Shares0 from 5,507
Change-5,507 (-100%)
Value$0 (-$209.0K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,377
Change-5,377 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 2,941
Change-2,941 (-100%)
Value$0 (-$111.6K)
Filed 2026-11-06
Parkside Financial Bank & Trust
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$33.0K)
Filed 2026-10-27
Bokf, NA
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-27
Concord Wealth Partners
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-02
Trust Co
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-09
Financial Consulate, Inc
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-23
Schuylkill Financial LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$15)
Filed 2026-10-21
Advance Capital Management, Inc.
N/A
Shares— from 12,041,305
Change-12,041,305 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,140,759
Change-10,140,759 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,654,718
Change-9,654,718 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,153,666
Change-6,153,666 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,674,737
Change-5,674,737 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,819,328
Change-4,819,328 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 3,842,632
Change-3,842,632 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,585,680
Change-3,585,680 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,519,318
Change-2,519,318 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,384,205
Change-2,384,205 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,594,134
Change-1,594,134 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,564,764
Change-1,564,764 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,347,667
Change-1,347,667 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,314,820
Change-1,314,820 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,268,449
Change-1,268,449 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,015,848
Change-1,015,848 (-100%)
Value—
&partners
N/A
Shares— from 1,005,263
Change-1,005,263 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 905,873
Change-905,873 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 721,765
Change-721,765 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 575,229
Change-575,229 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 491,913
Change-491,913 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 426,687
Change-426,687 (-100%)
Value—
Betterment LLC
N/A
Shares— from 422,613
Change-422,613 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 420,622
Change-420,622 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 402,421
Change-402,421 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 395,943
Change-395,943 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 393,194
Change-393,194 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 347,708
Change-347,708 (-100%)
Value—
UBS Group AG
N/A
Shares— from 333,534
Change-333,534 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 326,851
Change-326,851 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 320,886
Change-320,886 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 320,615
Change-320,615 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 319,852
Change-319,852 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 288,664
Change-288,664 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 274,113
Change-274,113 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 259,076
Change-259,076 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 242,078
Change-242,078 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 239,613
Change-239,613 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 226,175
Change-226,175 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 208,664
Change-208,664 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 200,753
Change-200,753 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 189,752
Change-189,752 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 172,718
Change-172,718 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 167,605
Change-167,605 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 164,981
Change-164,981 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 164,708
Change-164,708 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 154,094
Change-154,094 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 149,799
Change-149,799 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 149,521
Change-149,521 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 149,387
Change-149,387 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 145,183
Change-145,183 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 143,378
Change-143,378 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 143,350
Change-143,350 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 142,116
Change-142,116 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 140,638
Change-140,638 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 120,119
Change-120,119 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 116,614
Change-116,614 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 110,406
Change-110,406 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 110,393
Change-110,393 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 109,546
Change-109,546 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 99,121
Change-99,121 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 98,234
Change-98,234 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 97,000
Change-97,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 95,389
Change-95,389 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 89,827
Change-89,827 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 77,652
Change-77,652 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 69,174
Change-69,174 (-100%)
Value—
Stephens Inc
N/A
Shares— from 62,472
Change-62,472 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 60,729
Change-60,729 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 57,401
Change-57,401 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 57,220
Change-57,220 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 48,907
Change-48,907 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 44,351
Change-44,351 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 43,291
Change-43,291 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 40,726
Change-40,726 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 39,250
Change-39,250 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 36,315
Change-36,315 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 34,931
Change-34,931 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 34,016
Change-34,016 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 33,910
Change-33,910 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 33,349
Change-33,349 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 32,576
Change-32,576 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 31,820
Change-31,820 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 30,047
Change-30,047 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 29,049
Change-29,049 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,313
Change-28,313 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 27,735
Change-27,735 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 27,063
Change-27,063 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 25,455
Change-25,455 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 24,963
Change-24,963 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 22,754
Change-22,754 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 22,515
Change-22,515 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 21,705
Change-21,705 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 21,409
Change-21,409 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 20,804
Change-20,804 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 19,997
Change-19,997 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 18,655
Change-18,655 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 17,881
Change-17,881 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 17,399
Change-17,399 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 15,965
Change-15,965 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,867
Change-15,867 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 15,069
Change-15,069 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 14,805
Change-14,805 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 14,540
Change-14,540 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 14,379
Change-14,379 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,371
Change-14,371 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,224
Change-14,224 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,982
Change-12,982 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,979
Change-12,979 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 12,267
Change-12,267 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 10,684
Change-10,684 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,358
Change-10,358 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 10,101
Change-10,101 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 9,998
Change-9,998 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,039
Change-9,039 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,838
Change-8,838 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Capital International Investors
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 6,392
Change-6,392 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
FMR LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 339
Change-339 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Status
LPL Financial LLC
INCREASED21,195,38018,718,252+2,477,128+13%$710.5M$778.9M+$68.4M2026-11-06
Commonwealth Equity Services, LLC
INCREASED3,910,5163,483,547+426,969+12%$132.2M$143.7M+$11.5M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED2,757,8952,594,048+163,847+6%$98.5M$101.4M+$2.9M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED2,331,2971,595,320+735,977+46%$60.1M$86.4M+$26.3M2026-10-13
Kestra Advisory Services, LLC
INCREASED2,022,7071,758,593+264,114+15%$66.8M$74.3M+$7.6M2026-11-02
Aprio Wealth Management, LLC
DECREASED1,655,1761,688,355-33,179-2%$64.1M$60.8M-$3.3M2026-10-28
J. Derek Lewis & Associates Inc.
INCREASED1,417,3371,337,192+80,145+6%$50.8M$52.1M+$1.3M2026-11-03
Quantum Financial Planning Services, Inc.
INCREASED771,132421,907+349,225+83%$16.0M$28.3M+$12.3M2026-10-14
Concurrent Investment Advisors, LLC
INCREASED662,948623,389+39,559+6%$23.7M$24.4M+$699.5K2026-10-16
Greenbush Financial Group, LLC
INCREASED569,126549,400+19,726+4%$20.9M$20.9M+$60.2K2026-10-15
Confluence Wealth Services, Inc.
INCREASED566,258562,184+4,074+1%$21.3M$20.8M-$530.5K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED564,823548,608+16,215+3%$20.8M$20.8M-$67.8K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED557,330540,006+17,324+3%$20.5M$20.5M-$16.8K2026-11-06
Assetmark, Inc
INCREASED546,261426,280+119,981+28%$16.2M$20.1M+$3.9M2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED537,771501,967+35,804+7%$19.1M$19.8M+$707.9K2026-11-05
Clarity Wealth Advisors, LLC
INCREASED429,417369,648+59,769+16%$14.0M$15.8M+$1.7M2026-10-21
Apollon Wealth Management, LLC
INCREASED427,182374,554+52,628+14%$14.2M$15.7M+$1.5M2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED417,954354,422+63,532+18%$13.4M$15.4M+$1.9M2026-10-13
KWB Wealth
DECREASED387,913925,891-537,978-58%$35.1M$14.3M-$20.9M2026-10-16
IFP Advisors, Inc
INCREASED381,081347,015+34,066+10%$13.2M$14.0M+$832.0K2026-10-16
Johnson Bixby & Associates, LLC
INCREASED375,569342,396+33,173+10%$13.0M$13.8M+$804.8K2026-10-14
Cullen T Bankers, Inc.
INCREASED373,848282,636+91,212+32%$10.7M$13.7M+$3.0M2026-10-28
D.A. Davidson & Co.
INCREASED364,683338,733+25,950+8%$12.9M$13.4M+$543.8K2026-10-28
Valmark Advisers, Inc.
INCREASED357,319314,960+42,359+13%$12.0M$13.1M+$1.2M2026-11-06
Hartmann Taylor Wealth Management, LLC
INCREASED346,952326,175+20,777+6%$11.2M$12.8M+$1.5M2026-10-14
High Net Worth Advisory Group LLC
INCREASED340,147330,840+9,307+3%$12.6M$12.5M-$58.3K2026-10-26
Capital Management Associates, Inc
INCREASED338,640320,084+18,556+6%$12.2M$12.4M+$294.6K2026-10-20
Merit Financial Group, LLC
INCREASED337,344318,159+19,185+6%$12.1M$12.4M+$320.1K2026-11-06
Venture Visionary Partners LLC
INCREASED336,374304,689+31,685+10%$11.6M$12.4M+$795.8K2026-10-07
CLG LLC
INCREASED329,968300,514+29,454+10%$11.4M$12.1M+$718.8K2026-10-13
Base Wealth Management LLC
INCREASED328,252321,993+6,259+2%$12.2M$12.1M-$159.6K2026-10-21
Founders Financial Securities LLC
INCREASED315,090279,066+36,024+13%$10.6M$11.6M+$986.2K2026-10-28
LongView Wealth Management
INCREASED305,085276,470+28,615+10%$10.5M$11.2M+$717.0K2026-10-19
Boyer Financial Services, Inc.
INCREASED295,713295,203+510+0%$11.1M$10.9M-$273.5K2026-10-23
AdvisorNet Financial, Inc
INCREASED292,029271,457+20,572+8%$10.3M$10.8M+$448.0K2026-10-15
Seamount Financial Group Inc
INCREASED274,750258,114+16,636+6%$9.8M$10.1M+$299.1K2026-10-21
Truist Financial Corp
INCREASED268,061213,499+54,562+26%$8.1M$9.9M+$1.7M2026-10-30
Westside Investment Management, Inc.
INCREASED223,227201,673+21,554+11%$7.7M$8.2M+$549.0K2026-11-02
Quantum Financial Partners LLC
DECREASED223,039261,952-38,913-15%$9.9M$8.2M-$1.7M2026-10-19
Endeavor Private Wealth, Inc.
INCREASED217,001212,646+4,355+2%$8.1M$8.0M-$87.4K2026-11-05
Worth Asset Management, LLC
DECREASED201,745209,524-7,779-4%$8.0M$7.4M-$539.4K2026-10-07
VVR Holdings LLC
INCREASED194,609142,823+51,786+36%$5.4M$7.2M+$1.7M2026-10-19
Clear Creek Financial Management, LLC
INCREASED190,857173,854+17,003+10%$6.6M$7.0M+$414.5K2026-10-28
Sigma Planning Corp
INCREASED188,565162,362+26,203+16%$6.2M$6.9M+$766.3K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED186,307173,608+12,699+7%$6.6M$6.8M+$256.6K2026-10-22
Tempus Wealth Planning, LLC
INCREASED178,843176,327+2,516+1%$6.7M$6.6M-$120.9K2026-10-14
Davenport & Co LLC
INCREASED177,622151,828+25,794+17%$5.8M$6.5M+$764.2K2026-10-14
WealthCare Investment Partners, LLC
INCREASED168,486145,243+23,243+16%$5.5M$6.2M+$678.4K2026-11-05
PFG Advisors
INCREASED166,551142,674+23,877+17%$5.4M$6.1M+$704.9K2026-10-16
MGO One Seven LLC
INCREASED165,571151,676+13,895+9%$5.8M$6.1M+$327.1K2026-10-28
Integrity Advisory Solutions, LLC
INCREASED164,591157,589+7,002+4%$6.0M$6.0M+$66.7K2026-10-29
Bank of New York Mellon Corp
INCREASED164,182105,647+58,535+55%$4.0M$6.0M+$2.0M2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED163,445149,187+14,258+10%$5.7M$6.0M+$343.4K2026-10-29
First Heartland Consultants, Inc.
INCREASED160,324149,359+10,965+7%$5.7M$5.9M+$222.2K2026-10-08
Michael Brady & Co., LLC
DECREASED153,549161,496-7,947-5%$6.1M$5.6M-$487.5K2026-10-23
Koshinski Asset Management, Inc.
INCREASED147,294133,218+14,076+11%$5.1M$5.4M+$356.1K2026-10-29
CWS Financial Advisors, LLC
INCREASED142,689137,150+5,539+4%$5.2M$5.2M+$37.6K2026-10-16
AA Financial Advisors, LLC
INCREASED140,930137,630+3,300+2%$5.2M$5.2M-$45.3K2026-10-19
Asset Allocation Strategies LLC
INCREASED137,51668,255+69,261+101%$2.6M$5.1M+$2.5M2026-10-20
Taylor Financial Group, Inc.
INCREASED133,950121,739+12,211+10%$4.6M$4.9M+$301.4K2026-11-02
Challenger Wealth Management
INCREASED131,394125,580+5,814+5%$4.8M$4.8M+$61.7K2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED123,315124,253-938-1%$4.7M$4.5M-$184.0K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED116,16389,836+26,327+29%$3.4M$4.3M+$858.8K2026-11-05
NWF Advisory Services Inc.
INCREASED114,90794,957+19,950+21%$3.6M$4.2M+$618.3K2026-10-19
Blueprint Financial Advisors LLC
INCREASED111,518100,797+10,721+11%$3.8M$4.1M+$272.0K2026-10-28
Blueprint Investment Partners LLC
INCREASED111,518100,797+10,721+11%$3.8M$4.1M+$272.0K2026-10-28
Dahring | Cusmano LLC
INCREASED111,50194,996+16,505+17%$3.6M$4.1M+$491.6K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED110,555108,672+1,883+2%$4.1M$4.1M-$62.3K2026-10-14
Private Client Services, LLC
INCREASED108,59179,667+28,924+36%$3.0M$4.0M+$966.6K2026-10-02
StrongBox Wealth, LLC
INCREASED106,514101,934+4,580+4%$3.9M$3.9M+$45.0K2026-11-02
Keystone Wealth Services, LLC
INCREASED101,75594,853+6,902+7%$3.6M$3.8M+$181.6K2026-11-03
Fifth Third Bancorp
INCREASED100,94897,395+3,553+4%$3.7M$3.7M+$12.7K2026-11-05
Sovran Advisors, LLC
INCREASED99,21496,563+2,651+3%$3.6M$3.7M+$78.0K2026-11-02
RFG Advisory, LLC
DECREASED91,15192,604-1,453-2%$3.5M$3.3M-$165.4K2026-11-03
Accel Wealth Management
INCREASED91,01160,453+30,558+51%$2.3M$3.3M+$1.0M2026-10-13
Clear Trail Advisors, LLC
DECREASED89,89793,718-3,821-4%$3.6M$3.3M-$253.8K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED86,47748,560+37,917+78%$1.8M$3.2M+$1.3M2026-11-04
Mascagni Wealth Management, Inc.
INCREASED81,10579,910+1,195+2%$3.0M$3.0M-$52.8K2026-10-23
PKS Advisory Services, LLC
UNCHANGED78,54178,54100%$3.0M$3.0M$02026-10-26
Burford Brothers, Inc.
INCREASED74,22973,347+882+1%$2.8M$2.7M-$56.3K2026-10-21
Carson Advisory Inc.
INCREASED70,71751,012+19,705+39%$1.9M$2.6M+$662.4K2026-11-06
Vicus Capital
INCREASED68,84956,496+12,353+22%$2.1M$2.5M+$385.6K2026-11-05
Prospera Financial Services Inc
INCREASED67,50237,031+30,471+82%$1.4M$2.5M+$1.1M2026-11-04
Independent Financial Group, LLC
INCREASED65,32159,509+5,812+10%$2.3M$2.4M+$141.6K2026-10-13
HBW Advisory Services LLC
INCREASED65,08857,612+7,476+13%$2.2M$2.4M+$205.0K2026-10-15
Ascentis Independent Advisors
NEW64,993—+64,993——$2.4M—2026-11-03
Ashton Thomas Securities, LLC
INCREASED63,50746,200+17,307+37%$1.8M$2.3M+$580.1K2026-10-26
Richmond Investment Services, LLC
INCREASED61,52148,393+13,128+27%$1.8M$2.3M+$423.9K2026-10-29
Security Financial Services, Inc.
INCREASED59,22756,484+2,743+5%$2.1M$2.2M+$32.5K2026-10-29
Smith Thornton Advisors LLC
INCREASED56,95748,796+8,161+17%$1.8M$2.1M+$271.1K2026-10-16
William John Sempolinski
INCREASED55,65554,730+925+2%$2.1M$2.0M-$32.2K2026-10-20
Creekside Partners
DECREASED55,58857,717-2,129-4%$2.2M$2.0M-$148.1K2026-11-04
Signature Equity Partners, LLC
NEW53,252—+53,252——$2.0M—2026-10-29
Langley Wealth Management, LLC
INCREASED50,77336,884+13,889+38%$1.4M$1.9M+$465.8K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED50,60249,991+611+1%$1.9M$1.9M-$38.0K2026-10-22
Bare Financial Services, Inc
DECREASED49,01751,052-2,035-4%$1.9M$1.8M-$136.6K2026-11-04
United Advisor Group, LLC
INCREASED47,85945,157+2,702+6%$1.7M$1.8M+$44.6K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED46,70735,693+11,014+31%$1.4M$1.7M+$366.6K2026-10-30
Atria Investments, Inc
INCREASED45,23320,899+24,334+116%$793.3K$1.7M+$869.0K2026-10-15
Titleist Asset Management, LLC
DECREASED40,69041,277-587-1%$1.6M$1.5M-$71.5K2026-10-08
R2 Capital Strategies, LLC
INCREASED38,73738,720+17+0%$1.5M$1.4M-$46.2K2026-10-15
Lantz Financial LLC
INCREASED38,48837,952+536+1%$1.4M$1.4M-$26.2K2026-10-15
Stewardship Concepts Financial Services LLC
DECREASED36,74836,749-10%$1.4M$1.4M-$44.5K2026-10-06
VestGen Advisors, LLC
DECREASED36,62738,648-2,021-5%$1.5M$1.3M-$121.0K2026-10-27
Wisconsin Wealth Advisors, LLC
INCREASED35,69434,663+1,031+3%$1.3M$1.3M-$4.0K2026-10-08
Latitude Advisors, LLC
INCREASED35,07631,172+3,904+13%$1.2M$1.3M+$105.7K2026-10-27
Beacon Financial Advisory LLC
DECREASED34,98636,456-1,470-4%$1.4M$1.3M-$98.1K2026-10-16
Independent Wealth Network Inc.
INCREASED34,41232,630+1,782+5%$1.2M$1.3M+$26.0K2026-10-19
Old North State Wealth Management, LLC
INCREASED33,78919,049+14,740+77%$723.1K$1.2M+$518.9K2026-10-22
Visionary Wealth Advisors
INCREASED33,60831,389+2,219+7%$1.2M$1.2M+$43.6K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED32,91127,045+5,866+22%$1.0M$1.2M+$182.8K2026-10-23
Certior Financial Group, LLC
DECREASED32,81632,835-190%$1.2M$1.2M-$40.4K2026-10-19
Diversify Advisory Services, LLC
INCREASED32,58126,612+5,969+22%$991.0K$1.2M+$217.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED32,58126,612+5,969+22%$991.0K$1.2M+$217.4K2026-10-20
Merited Wealth, LLC
DECREASED31,52852,703-21,175-40%$2.0M$1.2M-$842.0K2026-10-13
Advisortrust Partners, LLC
INCREASED31,01524,777+6,238+25%$940.5K$1.1M+$199.3K2026-11-02
James T. Borello RIA
INCREASED30,11927,759+2,360+9%$1.1M$1.1M+$53.1K2026-10-16
Lincoln Capital LLC
INCREASED29,63912,680+16,959+134%$481.3K$1.1M+$608.1K2026-10-09
Northwest Financial Advisors
INCREASED29,44129,399+42+0%$1.1M$1.1M-$34.0K2026-10-27
Uhlmann Price Securities, LLC
INCREASED29,37021,879+7,491+34%$830.5K$1.1M+$248.8K2026-11-03
Nautilus Advisors LLC
DECREASED29,27431,003-1,729-6%$1.2M$1.1M-$92.1K2026-10-07
Englebert Financial Advisers, LLC
DECREASED28,69234,817-6,125-18%$1.3M$1.1M-$267.2K2026-10-20
Vise Technologies, Inc.
INCREASED28,49020,924+7,566+36%$794.3K$1.0M+$252.7K2026-10-29
Focus Financial Network, Inc.
INCREASED27,19118,221+8,970+49%$694.7K$1.0M+$310.2K2026-10-14
Colonial River Investments, LLC
DECREASED24,66924,881-212-1%$944.5K$906.6K-$37.9K2026-10-19
Nations Financial Group Inc,
INCREASED24,42622,415+2,011+9%$850.9K$897.7K+$46.8K2026-11-05
tru Independence LLC
DECREASED24,40425,162-758-3%$955.2K$896.8K-$58.3K2026-10-20
Level Four Advisory Services, LLC
INCREASED23,42319,880+3,543+18%$754.6K$860.8K+$106.2K2026-11-06
Lido Advisors, LLC
INCREASED23,33923,239+100+0%$886.0K$857.7K-$28.2K2026-11-04
Private Trust Co NA
INCREASED22,99022,399+591+3%$850.3K$844.9K-$5.4K2026-10-20
Farther Finance Advisors, LLC
DECREASED21,53560,085-38,550-64%$2.3M$791.4K-$1.5M2026-10-08
Summit Global Investments
INCREASED21,20321,061+142+1%$799.0K$779.0K-$20.0K2026-10-28
KPP Advisory Services LLC
UNCHANGED20,98120,98100%$796.4K$771.1K-$25.4K2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED20,22020,435-215-1%$775.7K$743.1K-$32.6K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED19,05414,754+4,300+29%$560.1K$700.2K+$140.2K2026-10-19
Armstrong, Fleming & Moore, Inc
DECREASED18,71419,191-477-2%$728.5K$687.7K-$40.7K2026-10-28
Financial Management Network Inc
DECREASED18,48919,130-641-3%$711.6K$682.8K-$28.8K2026-10-09
Strategic Blueprint, LLC
DECREASED18,22021,737-3,517-16%$825.1K$669.6K-$155.6K2026-10-22
Pines Wealth Management, LLC
DECREASED18,11020,313-2,203-11%$771.1K$665.5K-$105.5K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED17,90315,239+2,664+17%$578.5K$657.9K+$79.5K2026-10-13
Souders Financial Advisors
DECREASED17,21117,928-717-4%$680.6K$632.5K-$48.1K2026-11-03
Balboa Wealth Partners
INCREASED16,79416,737+57+0%$635.3K$617.2K-$18.2K2026-10-20
Equity Wealth Partners, LLC
NEW16,747—+16,747——$615.5K—2026-10-26
Financial Perspectives, Inc
INCREASED16,52415,490+1,034+7%$588.0K$607.3K+$19.3K2026-11-03
RIA Advisory Group LLC
DECREASED16,23236,344-20,112-55%$1.4M$596.5K-$783.1K2026-10-15
Oppenheimer & Co Inc
INCREASED15,49613,627+1,869+14%$517.3K$569.5K+$52.2K2026-10-26
Jacobi Capital Management LLC
INCREASED15,37213,072+2,300+18%$496.2K$564.9K+$68.7K2026-11-05
Tcfg Investment Advisors, LLC
INCREASED15,13812,560+2,578+21%$476.8K$556.3K+$79.5K2026-10-20
Williams & Novak Wealth Management, LLC
DECREASED15,09121,936-6,845-31%$832.7K$554.6K-$278.1K2026-10-09
Birchwood Financial Partners, Inc.
INCREASED15,00611,062+3,944+36%$419.9K$551.5K+$131.6K2026-11-02
Sweeney & Michel, LLC
INCREASED14,96910,706+4,263+40%$411.0K$552.8K+$141.8K2026-10-16
Integrity Alliance, Llc.
INCREASED14,47013,358+1,112+8%$507.1K$531.8K+$24.7K2026-10-29
Lodestone Wealth Management LLC
DECREASED13,39014,146-756-5%$537.0K$492.1K-$44.9K2026-10-14
Warner Financial, Inc
INCREASED13,38410,973+2,411+22%$416.5K$491.9K+$75.3K2026-11-06
Advisor Resource Council
DECREASED13,31024,364-11,054-45%$925.1K$494.1K-$431.1K2026-11-05
Spinnaker Investment Group, LLC
DECREASED12,84413,815-971-7%$524.4K$472.0K-$52.4K2026-10-13
Transcendent Capital Group LLC
INCREASED12,25712,056+201+2%$457.6K$450.4K-$7.2K2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED12,21512,21500%$460.4K$449.0K-$11.4K2026-10-16
Southland Equity Partners LLC
DECREASED12,01412,173-159-1%$462.1K$441.5K-$20.6K2026-10-14
Bill Few Associates, Inc.
INCREASED11,90010,531+1,369+13%$399.8K$437.3K+$37.6K2026-10-09
Cornerstone Wealth Management, LLC
NEW11,848—+11,848——$435.4K—2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED11,7526,368+5,384+85%$241.7K$431.9K+$190.2K2026-10-14
IFS Advisors, LLC
NEW11,683—+11,683——$429.4K—2026-10-14
Cape Investment Advisory, Inc.
INCREASED11,1613,155+8,006+254%$119.8K$410.2K+$290.4K2026-10-13
Intrua Financial, LLC
DECREASED11,10011,183-83-1%$424.5K$407.9K-$16.6K2026-10-28
Spire Wealth Management
INCREASED11,00010,978+22+0%$416.7K$404.2K-$12.5K2026-10-30
Cooper Financial Group
INCREASED10,8807,998+2,882+36%$303.6K$399.8K+$96.2K2026-10-07
Sowell Financial Services LLC
INCREASED9,6158,746+869+10%$332.0K$353.4K+$21.3K2026-10-23
Perryman Financial Advisory Inc
INCREASED9,5649,367+197+2%$355.6K$351.5K-$4.1K2026-10-16
Tennessee Valley Asset Management Partners
DECREASED9,4469,476-300%$359.7K$347.1K-$12.6K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED9,1559,031+124+1%$342.8K$336.5K-$6.4K2026-10-20
Professional Financial Advisors, LLC
DECREASED8,8299,483-654-7%$360.0K$324.5K-$35.5K2026-10-13
Old Port Advisors
INCREASED8,5475,755+2,792+49%$218.5K$314.1K+$95.6K2026-10-23
Guardian Asset Advisors, LLC
INCREASED8,2307,300+930+13%$277.1K$302.5K+$25.4K2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED8,1426,401+1,741+27%$243.0K$299.2K+$56.2K2026-10-20
Retireful, LLC
INCREASED8,1217,497+624+8%$284.6K$298.4K+$13.9K2026-10-09
Johnson Financial Group, LLC
UNCHANGED7,8507,85000%$298.0K$288.5K-$9.5K2026-11-03
Laurel OAK Wealth Management, LLC
NEW7,786—+7,786——$286.1K—2026-10-19
Virtus Wealth Solutions LLC
INCREASED7,7747,745+29+0%$294.0K$285.7K-$8.3K2026-11-03
Harmony Asset Management LLC
INCREASED7,6227,534+88+1%$286.0K$280.1K-$5.9K2026-10-20
Wedbush Securities Inc
INCREASED7,5506,800+750+11%$258.0K$277.0K+$19.0K2026-10-22
Perigon Wealth Management, LLC
INCREASED7,3035,585+1,718+31%$212.0K$268.4K+$56.4K2026-10-22
HUB Investment Partners, LLC
DECREASED7,25111,434-4,183-37%$434.0K$266.5K-$167.6K2026-11-03
Sard Wealth Management Group, LLC
NEW7,245—+7,245——$266.2K—2026-10-16
A&I Financial Services, LLC
UNCHANGED7,1867,18600%$272.8K$264.1K-$8.7K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED7,1756,840+335+5%$259.7K$263.7K+$4.0K2026-10-13
Y-Intercept (Hong Kong) Ltd
NEW7,107—+7,107——$261.2K—2026-10-16
Creative Financial Designs Inc
INCREASED7,0525,636+1,416+25%$213.9K$259.2K+$45.2K2026-11-04
M Holdings Securities, Inc.
NEW6,832—+6,832——$251.0K—2026-11-03
Provenance Wealth Advisors, LLC
NEW6,767—+6,767——$248.7K—2026-10-30
Claro Advisors Inc.
UNCHANGED6,7256,72500%$255.3K$247.1K-$8.1K2026-11-02
StoneX Group Inc.
NEW6,578—+6,578——$241.9K—2026-11-03
Ignite Planners, LLC
NEW6,414—+6,414——$235.7K—2026-10-14
M.E. Allison & Co., Inc.
UNCHANGED6,4106,41000%$243.3K$235.6K-$7.8K2026-10-09
Creative Planning
DECREASED5,9697,281-1,312-18%$276.4K$219.3K-$57.0K2026-11-02
Silver Grove Financial Group, Inc.
NEW5,923—+5,923——$217.7K—2026-11-05
Hobart Private Capital, LLC
DECREASED5,7686,138-370-6%$233.0K$212.0K-$21.0K2026-10-19
Verus Capital Partners, LLC
DECREASED5,6136,098-485-8%$231.5K$206.3K-$25.2K2026-11-03
Root Financial Partners, LLC
NEW4,240—+4,240——$155.8K—2026-10-21
Rossby Financial, LCC
INCREASED2,258928+1,330+143%$35.2K$83.0K+$47.7K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,2002,431-231-9%$92.3K$80.9K-$11.5K2026-10-14
Nova Financial LLC
NEW2,123—+2,123——$78.0K—2026-11-04
CoreCap Advisors, LLC
INCREASED2,122919+1,203+131%$34.9K$78.0K+$43.1K2026-10-08
CX Institutional
NEW2,120—+2,120——$78—2026-10-02
North Star Investment Management Corp.
NEW2,025—+2,025——$74.4K—2026-10-27
Arvest Investments, Inc.
UNCHANGED1,7651,76500%$67.0K$64.9K-$2.1K2026-10-21
Larson Financial Group LLC
UNCHANGED1,7001,70000%$64.5K$62.5K-$2.1K2026-11-05
Highline Wealth Partners LLC
UNCHANGED1,4801,48000%$56.2K$54.4K-$1.8K2026-10-19
Allworth Financial LP
UNCHANGED1,3521,35200%$51.3K$51.3K$02026-11-06
Archer Investment Corp
INCREASED1,092314+778+248%$11.9K$40.1K+$28.2K2026-11-05
Lanark Financial, Inc.
INCREASED775773+2+0%$29.3K$28.5K-$8572026-10-26
Bayban
UNCHANGED60460400%$22.9K$22.9K$02026-11-05
Central Trust Co
UNCHANGED30830800%$11.7K$11.3K-$3732026-11-05
Princeton Global Asset Management LLC
NEW218—+218——$8.0K—2026-10-21
Entrust Financial LLC
NEW198—+198——$7.3K—2026-11-04
US Bancorp \de\
DECREASED1051,510-1,405-93%$57.3K$3.9K-$53.5K2026-11-05
Advisor OS, LLC
CLOSED018,932-18,932-100%$718.7K$0-$718.7K2026-11-03
MSH Capital Advisors LLC
CLOSED012,912-12,912-100%$490.1K$0-$490.1K2026-11-03
Simplicity Wealth,LLC
CLOSED09,305-9,305-100%$353.2K$0-$353.2K2026-10-23
Keybank National Association
CLOSED05,507-5,507-100%$209.0K$0-$209.0K2026-11-04
International Assets Investment Management, LLC
CLOSED05,377-5,377-100%$202.7K$0-$202.7K2026-11-02
PNC Financial Services Group, Inc.
CLOSED02,941-2,941-100%$111.6K$0-$111.6K2026-11-06
Parkside Financial Bank & Trust
CLOSED0870-870-100%$33.0K$0-$33.0K2026-10-27
Bokf, NA
CLOSED0605-605-100%$23.0K$0-$23.0K2026-10-27
Concord Wealth Partners
CLOSED0300-300-100%$11.4K$0-$11.4K2026-11-02
Trust Co
CLOSED0200-200-100%$7.6K$0-$7.6K2026-10-09
Financial Consulate, Inc
CLOSED0158-158-100%$6.0K$0-$6.0K2026-10-23
Schuylkill Financial LLC
CLOSED01-1-100%$15$0-$152026-10-21
Advance Capital Management, Inc.
N/A—12,041,305-12,041,305-100%$457.1M———
Wells Fargo & Company
N/A—10,140,759-10,140,759-100%$384.9M———
Envestnet Asset Management Inc
N/A—9,654,718-9,654,718-100%$366.5M———
Morgan Stanley
N/A—6,153,666-6,153,666-100%$233.6M———
Raymond James Financial Inc
N/A—5,674,737-5,674,737-100%$215.4M———
Cetera Investment Advisers
N/A—4,819,328-4,819,328-100%$182.9M———
Forge Financial Services LLC
N/A—3,842,632-3,842,632-100%$145.9M———
Osaic Holdings, Inc.
N/A—3,585,680-3,585,680-100%$136.1M———
Royal Bank of Canada
N/A—2,519,318-2,519,318-100%$95.6M———
Jones Financial Companies Lllp
N/A—2,384,205-2,384,205-100%$89.7M———
Janney Montgomery Scott LLC
N/A—1,594,134-1,594,134-100%$60.5M———
Stifel Financial Corp
N/A—1,564,764-1,564,764-100%$59.4M———
MML Investors Services, LLC
N/A—1,347,667-1,347,667-100%$51.2M———
Benjamin Edwards Inc
N/A—1,314,820-1,314,820-100%$49.9M———
Compton Financial Group, LLC
N/A—1,268,449-1,268,449-100%$48.2M———
Harbour Investments, Inc.
N/A—1,015,848-1,015,848-100%$38.6M———
&partners
N/A—1,005,263-1,005,263-100%$38.3M———
Private Advisor Group, LLC
N/A—905,873-905,873-100%$34.4M———
ST Germain D J Co Inc
N/A—721,765-721,765-100%$27.4M———
Great Valley Advisor Group, Inc.
N/A—575,229-575,229-100%$21.8M———
NewEdge Advisors, LLC
N/A—491,913-491,913-100%$18.7M———
Smartleaf Asset Management LLC
N/A—426,687-426,687-100%$16.2M———
Betterment LLC
N/A—422,613-422,613-100%$16.0M———
Capital Group Private Client Services, Inc.
N/A—420,622-420,622-100%$16.0M———
PCG Wealth Advisors, LLC
N/A—402,421-402,421-100%$15.3M———
Bank of America Corp
N/A—395,943-395,943-100%$15.0M———
World Investment Advisors
N/A—393,194-393,194-100%$13.6M———
Cary Street Partners Financial LLC
N/A—347,708-347,708-100%$13.2M———
UBS Group AG
N/A—333,534-333,534-100%$12.7M———
Smith, Moore & Co.
N/A—326,851-326,851-100%$12.4M———
Equitable Holdings, Inc.
N/A—320,886-320,886-100%$12.2M———
Stratos Wealth Partners, Ltd.
N/A—320,615-320,615-100%$12.2M———
Geneos Wealth Management Inc.
N/A—319,852-319,852-100%$12.1M———
Hopwood Nicholas Hunter
N/A—288,664-288,664-100%$11.0M———
Integrated Wealth Concepts LLC
N/A—274,113-274,113-100%$10.4M———
Gateway Wealth Partners, LLC
N/A—259,076-259,076-100%$9.8M———
HighTower Advisors, LLC
N/A—242,078-242,078-100%$9.2M———
Essex Financial Services, Inc.
N/A—239,613-239,613-100%$9.1M———
Advisory Services Network, LLC
N/A—226,175-226,175-100%$8.6M———
Spectrum Investment Advisors, Inc.
N/A—208,664-208,664-100%$7.9M———
Kintra Wealth, LLC
N/A—200,753-200,753-100%$7.7M———
Bleakley Financial Group, LLC
N/A—189,752-189,752-100%$7.2M———
Envestnet Portfolio Solutions, Inc.
N/A—172,718-172,718-100%$6.6M———
Rockefeller Capital Management L.P.
N/A—167,605-167,605-100%$6.4M———
Cvfg LLC
N/A—164,981-164,981-100%$6.3M———
Mutual Advisors, LLC
N/A—164,708-164,708-100%$6.3M———
Thoroughbred Financial Services, LLC
N/A—154,094-154,094-100%$5.8M———
Ameritas Advisory Services, LLC
N/A—149,799-149,799-100%$5.7M———
Centaurus Financial, Inc.
N/A—149,521-149,521-100%$5.7M———
Steward Partners Investment Advisory, LLC
N/A—149,387-149,387-100%$5.7M———
HighPoint Advisor Group LLC
N/A—145,183-145,183-100%$5.5M———
Captrust Financial Advisors
N/A—143,378-143,378-100%$5.4M———
Kingsview Wealth Management, LLC
N/A—143,350-143,350-100%$5.4M———
JPMorgan Chase & Co
N/A—142,116-142,116-100%$5.4M———
WNY Asset Management, LLC
N/A—140,638-140,638-100%$5.3M———
Vestmark Advisory Solutions, Inc.
N/A—120,119-120,119-100%$4.6M———
Capital Analysts, LLC
N/A—116,614-116,614-100%$4.4M———
Stratos Wealth Advisors, LLC
N/A—110,406-110,406-100%$4.2M———
Cassady Wealth & Retirement Planning, LLC
N/A—110,393-110,393-100%$4.2M———
Continuum Advisory, LLC
N/A—109,546-109,546-100%$4.2M———
WCG Wealth Advisors LLC
N/A—99,121-99,121-100%$3.8M———
Waverly Advisors, LLC
N/A—98,234-98,234-100%$3.7M———
Renaissance Technologies LLC
N/A—97,000-97,000-100%$3.7M———
Ameriprise Financial Inc
N/A—95,389-95,389-100%$3.6M———
J Hagan Capital, Inc.
N/A—89,827-89,827-100%$3.4M———
BFC Planning, Inc.
N/A—77,652-77,652-100%$2.9M———
Ausdal Financial Partners, Inc.
N/A—69,174-69,174-100%$2.6M———
Stephens Inc
N/A—62,472-62,472-100%$2.4M———
Keystone Financial Group
N/A—60,729-60,729-100%$2.3M———
Mariner, LLC
N/A—57,401-57,401-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—57,220-57,220-100%$2.2M———
Global Retirement Partners, LLC
N/A—48,907-48,907-100%$1.9M———
Western Wealth Management, LLC
N/A—44,351-44,351-100%$1.7M———
GTS Securities LLC
N/A—43,291-43,291-100%$1.6M———
Sun Financial Inc
N/A—40,726-40,726-100%$1.6M———
CCG Wealth Management, LLC
N/A—39,250-39,250-100%$1.5M———
Leigh Baldwin & Co., LLC
N/A—36,315-36,315-100%$1.4M———
Baird Financial Group, Inc.
N/A—34,931-34,931-100%$1.3M———
Duncan Williams Asset Management, LLC
N/A—34,016-34,016-100%$1.3M———
Dakota Wealth Management
N/A—33,910-33,910-100%$1.3M———
Brookwood Investment Group LLC
N/A—33,349-33,349-100%$1.3M———
Kiley Juergens Wealth Management, LLC
N/A—32,576-32,576-100%$1.2M———
Synergy Investment Management, LLC
N/A—31,820-31,820-100%$1.2M———
Summit Financial, LLC
N/A—30,047-30,047-100%$1.1M———
Advyzon Investment Management, LLC
N/A—29,049-29,049-100%$1.1M———
Arax Advisory Partners
N/A—28,313-28,313-100%$1.1M———
Vantus Wealth LLC
N/A—27,735-27,735-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—27,063-27,063-100%$1.0M———
Rothschild Investment LLC
N/A—25,455-25,455-100%$966.3K———
Silver OAK Securities, Incorporated
N/A—24,963-24,963-100%$947.6K———
IHT Wealth Management, LLC
N/A—22,754-22,754-100%$863.7K———
OakTrust Wealth Advisors, LLC
N/A—22,515-22,515-100%$854.7K———
Bridgewealth Advisory Group, LLC
N/A—21,705-21,705-100%$823.9K———
Harborfront Financial Group LLC
N/A—21,409-21,409-100%$812.7K———
Regal Investment Advisors LLC
N/A—20,804-20,804-100%$789.7K———
Focus Partners Wealth
N/A—19,997-19,997-100%$759.1K———
Tudor Financial Inc.
N/A—18,655-18,655-100%$708.1K———
Stonebridge Financial Group, LLC / MO
N/A—17,881-17,881-100%$678.8K———
McNamara Financial Services, Inc.
N/A—17,399-17,399-100%$660.5K———
Coastal Bridge Advisors, LLC
N/A—15,965-15,965-100%$606.0K———
OneAscent Financial Services LLC
N/A—15,867-15,867-100%$602.3K———
Owen LaRue, LLC
N/A—15,069-15,069-100%$572.0K———
44 Wealth Management LLC
N/A—14,805-14,805-100%$562.0K———
Mayflower Financial Advisors, LLC
N/A—14,540-14,540-100%$551.9K———
Nicolet Bankshares Inc
N/A—14,379-14,379-100%$546.1K———
Belpointe Asset Management LLC
N/A—14,371-14,371-100%$545.6K———
Natixis Advisors, LLC
N/A—14,224-14,224-100%$539.0K———
Arkadios Wealth Advisors
N/A—12,982-12,982-100%$492.8K———
AQR Capital Management LLC
N/A—12,979-12,979-100%$492.7K———
Modern Wealth Management, LLC
N/A—12,423-12,423-100%$471.6K———
Ameriflex Group, Inc.
N/A—12,267-12,267-100%$465.7K———
Medallion Wealth Advisors, LLC
N/A—11,850-11,850-100%$449.8K———
Strategic Financial Concepts, LLC
N/A—11,484-11,484-100%$435.9K———
Magnolia Capital Advisors LLC
N/A—10,684-10,684-100%$405.6K———
Parsonex Advisory Services, Inc.
N/A—10,682-10,682-100%$405.5K———
Maridea Wealth Management LLC
N/A—10,450-10,450-100%$396.7K———
Sanctuary Advisors, LLC
N/A—10,358-10,358-100%$393.2K———
Prepared Retirement Institute LLC
N/A—10,101-10,101-100%$383.4K———
Vermillion & White Wealth Management Group, LLC
N/A—9,998-9,998-100%$378.6K———
Hilltop Holdings Inc.
N/A—9,700-9,700-100%$368.2K———
Snowden Capital Advisors LLC
N/A—9,377-9,377-100%$357.2K———
IFG Advisory, LLC
N/A—9,039-9,039-100%$343.1K———
PFG Investments, LLC
N/A—8,838-8,838-100%$335.5K———
Kovack Advisors, Inc.
N/A—8,287-8,287-100%$312.9K———
Wealth Management Associates, Inc.
N/A—8,260-8,260-100%$313.6K———
Calton & Associates, Inc.
N/A—8,180-8,180-100%$310.5K———
Capital International Investors
N/A—8,001-8,001-100%$303.7K———
Savvy Advisors, Inc.
N/A—7,670-7,670-100%$291.2K———
Peapack Gladstone Financial Corp
N/A—7,595-7,595-100%$288.0K———
Barnes Pettey Financial Advisors, LLC
N/A—7,175-7,175-100%$272.4K———
Wealthspire Retirement, LLC
N/A—7,088-7,088-100%$269.1K———
Hobbs Group Advisors, LLC
N/A—6,930-6,930-100%$263.1K———
Nwam LLC
N/A—6,678-6,678-100%$253.5K———
January Capital Advisors LLC
N/A—6,600-6,600-100%$250.5K———
Aspire Growth Partners LLC
N/A—6,531-6,531-100%$247.9K———
Nicholson Wealth Management Group, LLC
N/A—6,392-6,392-100%$242.6K———
Gladstone Institutional Advisory LLC
N/A—6,319-6,319-100%$239.9K———
Principal Securities, Inc.
N/A—6,212-6,212-100%$235.8K———
Colonial Trust Co / SC
N/A—6,211-6,211-100%$235.5K———
Delta Asset Management LLC
N/A—5,966-5,966-100%$226.5K———
CreativeOne Wealth, LLC
N/A—5,707-5,707-100%$216.6K———
Tumwater Wealth Management, LLC
N/A—5,338-5,338-100%$202.6K———
Atlanta Consulting Group Advisors, LLC
N/A—5,272-5,272-100%$200.1K———
Strategic Investment Solutions, Inc.
N/A—3,437-3,437-100%$130.5K———
Cascades Capital Asset Management, LLC
N/A—2,886-2,886-100%$109.5K———
Mark Sheptoff Financial Planning, LLC
N/A—2,792-2,792-100%$106.0K———
Godfrey Financial Associates, Inc.
N/A—2,439-2,439-100%$92.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,277-2,277-100%$86.4K———
BlackRock, Inc.
N/A—2,000-2,000-100%$75.9K———
Mcguire Capital Advisors Inc
N/A—1,454-1,454-100%$55.2K———
Anchor Investment Management, LLC
N/A—1,255-1,255-100%$47.6K———
FMR LLC
N/A—876-876-100%$33.2K———
Mpwm Advisory Solutions, LLC
N/A—474-474-100%$18.0K———
Fiduciary Financial Advisors
N/A—339-339-100%$12.9K———
N.E.W. Advisory Services LLC
N/A—309-309-100%$11.7K———
Dunhill Financial, LLC
N/A—144-144-100%$5.5K———
Showing 384 of 384 institutions