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Cap Group Dividend Growers (CGDG)

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
Shares13,939,638 from 12,877,932
Change+1,061,706 (+8%)
Value$516.2M (+$33.1M)
Filed 2026-11-06
Confluence Wealth Services, Inc.
INCREASED
Shares3,952,447 from 3,252,599
Change+699,848 (+22%)
Value$146.4M (+$24.4M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares2,527,896 from 2,569,037
Change-41,141 (-2%)
Value$93.6M (-$2.8M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares2,227,663 from 2,149,433
Change+78,230 (+4%)
Value$82.5M (+$1.9M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,521,438 from 1,652,776
Change-131,338 (-8%)
Value$56.3M (-$5.7M)
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED
Shares861,026 from 760,192
Change+100,834 (+13%)
Value$31.9M (+$3.4M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares717,968 from 677,053
Change+40,915 (+6%)
Value$26.6M (+$1.2M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares497,137 from 427,680
Change+69,457 (+16%)
Value$18.4M (+$2.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares493,210 from 402,980
Change+90,230 (+22%)
Value$18.3M (+$3.1M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares483,375 from 364,737
Change+118,638 (+33%)
Value$18.0M (+$4.2M)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares428,422 from 437,428
Change-9,006 (-2%)
Value$15.9M (-$556.6K)
Filed 2026-10-16
KWB Wealth
NEW
Shares417,000
Change+417,000
Value$15.4M
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares377,375 from 193,720
Change+183,655 (+95%)
Value$14.0M (+$6.7M)
Filed 2026-11-06
Boyer Financial Services, Inc.
INCREASED
Shares323,569 from 316,839
Change+6,730 (+2%)
Value$12.0M (-$20.1K)
Filed 2026-10-23
RM Financial Services, LLC
INCREASED
Shares321,430 from 319,974
Change+1,456 (+0%)
Value$11.9M (-$99.7K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares313,934 from 262,721
Change+51,213 (+19%)
Value$11.6M (+$1.8M)
Filed 2026-10-28
Sweeney & Michel, LLC
INCREASED
Shares286,421 from 282,222
Change+4,199 (+1%)
Value$10.7M (-$354.3K)
Filed 2026-10-16
Harbour Investments, Inc.
DECREASED
Shares280,162 from 357,254
Change-77,092 (-22%)
Value$10.4M (-$3.0M)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
INCREASED
Shares255,692 from 229,567
Change+26,125 (+11%)
Value$9.5M (+$857.2K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares240,557 from 227,691
Change+12,866 (+6%)
Value$8.9M (+$367.1K)
Filed 2026-10-23
Entruity Wealth, LLC
INCREASED
Shares215,953 from 211,729
Change+4,224 (+2%)
Value$8.0M (+$54.8K)
Filed 2026-11-06
NavPoint Financial, Inc.
INCREASED
Shares208,803 from 182,533
Change+26,270 (+14%)
Value$7.7M (+$885.2K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
INCREASED
Shares155,623 from 143,983
Change+11,640 (+8%)
Value$5.8M (+$361.9K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares147,053 from 144,349
Change+2,704 (+2%)
Value$5.4M (+$30.9K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares145,744 from 130,093
Change+15,651 (+12%)
Value$5.4M (+$517.0K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares141,647 from 140,548
Change+1,099 (+1%)
Value$5.2M (-$26.8K)
Filed 2026-10-28
WealthCare Investment Partners, LLC
DECREASED
Shares139,635 from 139,637
Change-2 (0%)
Value$5.2M (-$67.1K)
Filed 2026-11-05
Shira Ridge Wealth Management
INCREASED
Shares131,588 from 119,166
Change+12,422 (+10%)
Value$4.9M (+$402.8K)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares129,840 from 120,849
Change+8,991 (+7%)
Value$4.8M (+$274.9K)
Filed 2026-10-19
BNB Wealth Management, LLC
INCREASED
Shares126,564 from 118,932
Change+7,632 (+6%)
Value$4.7M (+$225.5K)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares125,869 from 111,926
Change+13,943 (+12%)
Value$4.7M (+$462.6K)
Filed 2026-10-07
Davenport & Co LLC
INCREASED
Shares123,942 from 110,868
Change+13,074 (+12%)
Value$4.6M (+$430.9K)
Filed 2026-10-14
Jacobi Capital Management LLC
DECREASED
Shares111,716 from 112,322
Change-606 (-1%)
Value$4.1M (-$76.4K)
Filed 2026-11-05
Geneos Wealth Management Inc.
INCREASED
Shares107,029 from 53,752
Change+53,277 (+99%)
Value$4.0M (+$1.9M)
Filed 2026-11-09
Fifth Third Bancorp
INCREASED
Shares95,735 from 90,279
Change+5,456 (+6%)
Value$3.5M (+$158.7K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
INCREASED
Shares93,389 from 84,585
Change+8,804 (+10%)
Value$3.5M (+$267.8K)
Filed 2026-11-05
HighPoint Advisor Group LLC
INCREASED
Shares91,355 from 89,482
Change+1,873 (+2%)
Value$3.4M (+$26.4K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares84,015 from 82,803
Change+1,212 (+1%)
Value$3.1M (+$5.0K)
Filed 2026-10-26
Latitude Advisors, LLC
INCREASED
Shares83,826 from 63,663
Change+20,163 (+32%)
Value$3.1M (+$716.1K)
Filed 2026-10-27
Great Valley Advisor Group, Inc.
DECREASED
Shares83,773 from 93,455
Change-9,682 (-10%)
Value$3.1M (-$403.2K)
Filed 2026-11-09
Seamount Financial Group Inc
INCREASED
Shares81,301 from 77,344
Change+3,957 (+5%)
Value$3.0M (+$109.4K)
Filed 2026-10-21
Sovran Advisors, LLC
DECREASED
Shares74,799 from 77,152
Change-2,353 (-3%)
Value$2.9M (-$83.8K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares70,127 from 65,063
Change+5,064 (+8%)
Value$2.6M (+$156.3K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
INCREASED
Shares68,343 from 67,781
Change+562 (+1%)
Value$2.5M (-$11.7K)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares68,029 from 48,147
Change+19,882 (+41%)
Value$2.5M (+$713.1K)
Filed 2026-11-05
Trueblood Wealth Management, LLC
INCREASED
Shares66,599 from 64,157
Change+2,442 (+4%)
Value$2.5M (+$59.6K)
Filed 2026-10-23
MFA Wealth Services
INCREASED
Shares66,472 from 63,408
Change+3,064 (+5%)
Value$2.5M (+$83.0K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares65,816 from 68,073
Change-2,257 (-3%)
Value$2.4M (-$116.2K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares64,933 from 43,271
Change+21,662 (+50%)
Value$2.5M (+$872.3K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares59,620 from 59,620
Change0 (0%)
Value$2.2M ($0)
Filed 2026-11-06
National Wealth Management Group, LLC
DECREASED
Shares59,617 from 86,138
Change-26,521 (-31%)
Value$2.2M (-$1.0M)
Filed 2026-10-26
Koshinski Asset Management, Inc.
INCREASED
Shares58,851 from 52,099
Change+6,752 (+13%)
Value$2.2M (+$225.0K)
Filed 2026-10-29
CLG LLC
INCREASED
Shares56,245 from 48,669
Change+7,576 (+16%)
Value$2.1M (+$257.2K)
Filed 2026-10-13
Blueprint Investment Partners LLC
INCREASED
Shares55,744 from 51,848
Change+3,896 (+8%)
Value$2.1M (+$119.4K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares55,152 from 51,452
Change+3,700 (+7%)
Value$2.0M (+$112.3K)
Filed 2026-10-28
Nautilus Advisors LLC
DECREASED
Shares54,230 from 55,830
Change-1,600 (-3%)
Value$2.0M (-$102.8K)
Filed 2026-10-07
CWS Financial Advisors, LLC
DECREASED
Shares50,912 from 52,919
Change-2,007 (-4%)
Value$1.9M (-$99.7K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares49,547 from 49,316
Change+231 (+0%)
Value$1.8M (-$15.1K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares48,930 from 50,560
Change-1,630 (-3%)
Value$1.8M (-$84.6K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares48,634 from 44,239
Change+4,395 (+10%)
Value$1.8M (+$141.5K)
Filed 2026-11-05
Vicus Capital
INCREASED
Shares47,380 from 35,442
Change+11,938 (+34%)
Value$1.8M (+$425.1K)
Filed 2026-11-05
QTR Family Wealth, LLC
INCREASED
Shares47,289 from 42,866
Change+4,423 (+10%)
Value$1.8M (+$143.2K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares47,187 from 36,993
Change+10,194 (+28%)
Value$1.7M (+$359.0K)
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares44,294 from 41,782
Change+2,512 (+6%)
Value$1.6M (+$73.0K)
Filed 2026-11-04
Gateway Investment Advisers LLC
UNCHANGED
Shares44,116 from 44,116
Change0 (0%)
Value$1.6M (-$21.2K)
Filed 2026-10-13
HighTower Advisors, LLC
DECREASED
Shares42,803 from 43,532
Change-729 (-2%)
Value$1.6M (-$47.9K)
Filed 2026-11-10
Atria Investments, Inc
INCREASED
Shares41,687 from 27,770
Change+13,917 (+50%)
Value$1.5M (+$502.0K)
Filed 2026-10-15
LifeGoal Investments, LLC
DECREASED
Shares40,542 from 40,783
Change-241 (-1%)
Value$1.5M (-$28.5K)
Filed 2026-10-09
Lincoln Capital LLC
INCREASED
Shares38,438 from 34,501
Change+3,937 (+11%)
Value$1.4M (+$130.1K)
Filed 2026-10-09
Lantern Wealth Advisors, LLC
INCREASED
Shares37,725 from 37,313
Change+412 (+1%)
Value$1.4M (-$2.7K)
Filed 2026-10-22
R2 Capital Strategies, LLC
DECREASED
Shares36,587 from 36,592
Change-5 (0%)
Value$1.4M (-$17.8K)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares36,182 from 36,051
Change+131 (+0%)
Value$1.3M (-$12.4K)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares35,676 from 17,924
Change+17,752 (+99%)
Value$1.3M (+$628.1K)
Filed 2026-11-06
A&I Financial Services, LLC
INCREASED
Shares34,843 from 31,256
Change+3,587 (+11%)
Value$1.3M (+$117.8K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares34,491 from 32,525
Change+1,966 (+6%)
Value$1.3M (+$57.2K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares34,469 from 31,085
Change+3,384 (+11%)
Value$1.3M (+$110.4K)
Filed 2026-10-16
Financial Council, LLC
INCREASED
Shares31,172 from 29,010
Change+2,162 (+7%)
Value$1.2M (+$66.1K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares30,701 from 55,718
Change-25,017 (-45%)
Value$1.1M (-$987.5K)
Filed 2026-10-23
Hunter Associates Investment Management LLC
INCREASED
Shares30,464 from 18,818
Change+11,646 (+62%)
Value$1.1M (+$419.0K)
Filed 2026-10-26
Private Client Services, LLC
INCREASED
Shares30,315 from 26,220
Change+4,095 (+16%)
Value$1.1M (+$139.1K)
Filed 2026-10-02
Simplicity Wealth,LLC
DECREASED
Shares29,054 from 33,091
Change-4,037 (-12%)
Value$1.1M (-$165.4K)
Filed 2026-10-23
M.E. Allison & Co., Inc.
INCREASED
Shares27,368 from 27,365
Change+3 (+0%)
Value$1.0M (-$13.0K)
Filed 2026-10-09
Security Financial Services, Inc.
INCREASED
Shares27,173 from 26,280
Change+893 (+3%)
Value$1.0M (+$20.4K)
Filed 2026-10-29
Summit Global Investments
INCREASED
Shares26,384 from 22,081
Change+4,303 (+19%)
Value$977.0K (+$149.0K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares26,123 from 29,761
Change-3,638 (-12%)
Value$967.3K (-$149.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares25,772 from 45,324
Change-19,552 (-43%)
Value$954.3K (-$745.8K)
Filed 2026-10-08
Signature Equity Partners, LLC
NEW
Shares24,591
Change+24,591
Value$910.6K
Filed 2026-10-29
Merited Wealth, LLC
DECREASED
Shares24,399 from 35,846
Change-11,447 (-32%)
Value$903.5K (-$441.1K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares24,263
Change+24,263
Value$898.5K
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares23,712 from 24,583
Change-871 (-4%)
Value$878.1K (-$44.1K)
Filed 2026-10-16
Westside Investment Management, Inc.
DECREASED
Shares23,565 from 23,615
Change-50 (0%)
Value$872.6K (-$13.2K)
Filed 2026-11-02
Gutierrez Wealth Advisory, LLC
INCREASED
Shares23,285 from 19,170
Change+4,115 (+21%)
Value$862.2K (+$143.2K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED
Shares21,468 from 22,350
Change-882 (-4%)
Value$795.0K (-$43.4K)
Filed 2026-10-13
IFG Advisory, LLC
INCREASED
Shares21,328 from 18,142
Change+3,186 (+18%)
Value$789.8K (+$109.3K)
Filed 2026-11-09
Diversify Advisory Services, LLC
INCREASED
Shares21,154 from 20,396
Change+758 (+4%)
Value$796.9K (+$16.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares21,154 from 20,396
Change+758 (+4%)
Value$796.9K (+$16.9K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares20,091 from 13,882
Change+6,209 (+45%)
Value$744.0K (+$223.2K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares20,037 from 18,125
Change+1,912 (+11%)
Value$742.0K (+$62.1K)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares18,955 from 13,376
Change+5,579 (+42%)
Value$701.9K (+$200.2K)
Filed 2026-10-22
Junk Investment Group, LLC
INCREASED
Shares18,474 from 18,459
Change+15 (+0%)
Value$684.1K (-$8.3K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares18,318 from 18,170
Change+148 (+1%)
Value$678.3K (-$3.2K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares16,881 from 12,043
Change+4,838 (+40%)
Value$625.1K (+$173.4K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares16,877 from 12,881
Change+3,996 (+31%)
Value$630.8K (+$147.7K)
Filed 2026-10-30
Puff Wealth Management, LLC
INCREASED
Shares15,831 from 13,285
Change+2,546 (+19%)
Value$586.2K (+$87.9K)
Filed 2026-10-07
Langley Wealth Management, LLC
INCREASED
Shares14,541 from 9,861
Change+4,680 (+47%)
Value$538.4K (+$168.6K)
Filed 2026-11-04
Silver OAK Securities, Incorporated
DECREASED
Shares14,468 from 151,250
Change-136,782 (-90%)
Value$547.5K (-$5.1M)
Filed 2026-11-09
Intrua Financial, LLC
INCREASED
Shares14,285 from 14,211
Change+74 (+1%)
Value$529.0K (-$4.1K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares14,087 from 10,617
Change+3,470 (+33%)
Value$521.6K (+$123.4K)
Filed 2026-10-29
Lodestone Wealth Management LLC
INCREASED
Shares14,057 from 13,915
Change+142 (+1%)
Value$520.5K (-$1.4K)
Filed 2026-10-14
International Assets Investment Management, LLC
DECREASED
Shares13,879 from 14,996
Change-1,117 (-7%)
Value$510.6K (-$49.1K)
Filed 2026-11-02
First Pacific Financial
NEW
Shares12,126
Change+12,126
Value$449.0K
Filed 2026-10-14
Florida Financial Advisors, LLC
INCREASED
Shares12,111 from 6,377
Change+5,734 (+90%)
Value$448.5K (+$209.3K)
Filed 2026-11-09
Trinity Wealth Management, LLC
DECREASED
Shares11,934 from 13,403
Change-1,469 (-11%)
Value$441.9K (-$60.8K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares11,739 from 11,921
Change-182 (-2%)
Value$434.7K (-$12.4K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
DECREASED
Shares11,111 from 11,497
Change-386 (-3%)
Value$411.4K (-$19.8K)
Filed 2026-10-29
Saxony Capital Management, LLC
UNCHANGED
Shares10,432 from 10,432
Change0 (0%)
Value$386.3K (-$5.0K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
NEW
Shares10,127
Change+10,127
Value$375.0K
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares10,118 from 9,408
Change+710 (+8%)
Value$379.0K (+$26.4K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares9,844 from 9,815
Change+29 (+0%)
Value$364.5K (-$3.6K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares9,667 from 6,373
Change+3,294 (+52%)
Value$358.0K (+$118.9K)
Filed 2026-10-26
Titleist Asset Management, LLC
DECREASED
Shares9,492 from 10,647
Change-1,155 (-11%)
Value$351.5K (-$47.9K)
Filed 2026-10-08
Professional Financial Advisors, LLC
UNCHANGED
Shares9,428 from 9,428
Change0 (0%)
Value$349.1K (-$4.5K)
Filed 2026-10-13
Armstrong, Fleming & Moore, Inc
INCREASED
Shares9,134 from 7,601
Change+1,533 (+20%)
Value$338.2K (+$53.1K)
Filed 2026-10-28
Carson Advisory Inc.
DECREASED
Shares9,081 from 9,505
Change-424 (-4%)
Value$336.3K (-$20.3K)
Filed 2026-11-06
Richards, Merrill & Peterson, Inc.
DECREASED
Shares8,950 from 9,100
Change-150 (-2%)
Value$331.4K (-$9.9K)
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares8,692 from 9,044
Change-352 (-4%)
Value$321.9K (-$17.4K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
NEW
Shares8,585
Change+8,585
Value$317.9K
Filed 2026-10-23
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares8,073 from 8,073
Change0 (0%)
Value$298.9K (-$3.9K)
Filed 2026-10-23
Whelan Financial
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$296.2K (-$3.8K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
INCREASED
Shares7,895 from 6,444
Change+1,451 (+23%)
Value$292.4K (+$50.6K)
Filed 2026-10-20
First Financial Bankshares Inc
NEW
Shares7,728
Change+7,728
Value$286.2K
Filed 2026-11-10
Belpointe Asset Management LLC
INCREASED
Shares7,290 from 6,170
Change+1,120 (+18%)
Value$269.9K (+$38.5K)
Filed 2026-11-09
Sunrise Financial Services, LLC
DECREASED
Shares7,249 from 7,450
Change-201 (-3%)
Value$268.4K (-$11.0K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares7,204 from 7,168
Change+36 (+1%)
Value$266.8K (-$2.1K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares7,016 from 8,702
Change-1,686 (-19%)
Value$259.8K (-$66.6K)
Filed 2026-10-20
KOM Wealth Management Group, LLC
INCREASED
Shares7,010 from 5,854
Change+1,156 (+20%)
Value$259.6K (+$40.0K)
Filed 2026-10-15
Harpswell Capital Advisors, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$259.2K (-$3.4K)
Filed 2026-10-09
Oregon Pacific Wealth Management, LLC
NEW
Shares6,987
Change+6,987
Value$258.7K
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares6,882 from 6,723
Change+159 (+2%)
Value$254.8K (+$2.6K)
Filed 2026-11-04
Ignite Planners, LLC
NEW
Shares6,878
Change+6,878
Value$254.7K
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares6,550 from 7,227
Change-677 (-9%)
Value$242.5K (-$28.5K)
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares6,250 from 5,915
Change+335 (+6%)
Value$231.4K (+$9.6K)
Filed 2026-11-04
TCP Asset Management, LLC
UNCHANGED
Shares6,026 from 6,026
Change0 (0%)
Value$223.5K (-$2.5K)
Filed 2026-10-14
Wealthcare Capital Partners, LLC
DECREASED
Shares5,989 from 6,229
Change-240 (-4%)
Value$221.8K (-$11.9K)
Filed 2026-10-21
Silverlake Wealth Management LLC
INCREASED
Shares5,989 from 5,977
Change+12 (+0%)
Value$221.8K (-$2.4K)
Filed 2026-10-21
Staley Capital Advisers Inc
NEW
Shares5,915
Change+5,915
Value$219.0K
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares5,882 from 5,885
Change-3 (0%)
Value$217.8K (-$2.9K)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares5,866 from 5,775
Change+91 (+2%)
Value$217.2K (+$598)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares5,791
Change+5,791
Value$214.4K
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares5,447 from 3,324
Change+2,123 (+64%)
Value$201.7K (+$77.0K)
Filed 2026-11-05
Nations Financial Group Inc,
NEW
Shares5,403
Change+5,403
Value$200.1K
Filed 2026-11-05
Nfsg Corp
NEW
Shares5,022
Change+5,022
Value$186.0K
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares4,811 from 4,794
Change+17 (+0%)
Value$178.1K (-$1.7K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$135.2K (-$1.8K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares3,384 from 3,166
Change+218 (+7%)
Value$125.3K (+$6.6K)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares3,178 from 3,178
Change0 (0%)
Value$117.7K (-$1.5K)
Filed 2026-10-08
Godfrey Financial Associates, Inc.
INCREASED
Shares3,158 from 3,131
Change+27 (+1%)
Value$116.9K (-$488)
Filed 2026-11-10
Clearstead Advisors, LLC
NEW
Shares1,557
Change+1,557
Value$57.7K
Filed 2026-11-06
Arvest Investments, Inc.
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$49.2K (-$639)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares1,115 from 748
Change+367 (+49%)
Value$41.3K (+$13.2K)
Filed 2026-10-08
UMB Private Wealth Management, LLC
NEW
Shares808
Change+808
Value$29.9K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares739
Change+739
Value$27.4K
Filed 2026-10-30
StrongBox Wealth, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$25.2K (-$327)
Filed 2026-11-02
Trust Co of Toledo NA
NEW
Shares641
Change+641
Value$23.7K
Filed 2026-10-16
CX Institutional
DECREASED
Shares634 from 1,737
Change-1,103 (-63%)
Value$23 (-$65.0K)
Filed 2026-10-02
Cape Investment Advisory, Inc.
INCREASED
Shares612 from 450
Change+162 (+36%)
Value$22.7K (+$5.8K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
DECREASED
Shares400 from 1,400
Change-1,000 (-71%)
Value$14.8K (-$37.7K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares376 from 372
Change+4 (+1%)
Value$13.9K (-$36)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
NEW
Shares259
Change+259
Value$10
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares252 from 257
Change-5 (-2%)
Value$9.3K (-$309)
Filed 2026-10-16
Kelleher Financial Advisors
NEW
Shares230
Change+230
Value$8.5K
Filed 2026-10-30
Princeton Global Asset Management LLC
NEW
Shares210
Change+210
Value$7.8K
Filed 2026-10-21
Vima LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.4K (-$96)
Filed 2026-10-23
Central Trust Co
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$5.1K (-$65)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4.6K (-$60)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares114 from 59
Change+55 (+93%)
Value$4.2K (+$2.0K)
Filed 2026-11-03
Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$14)
Filed 2026-10-09
Russell Investments Group, Ltd.
DECREASED
Shares1 from 78
Change-77 (-99%)
Value$54 (-$2.9K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 37,107
Change-37,107 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
VestGen Advisors, LLC
CLOSED
Shares0 from 17,013
Change-17,013 (-100%)
Value$0 (-$638.2K)
Filed 2026-10-27
Sowell Financial Services LLC
CLOSED
Shares0 from 15,414
Change-15,414 (-100%)
Value$0 (-$578.2K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 15,110
Change-15,110 (-100%)
Value$0 (-$566.8K)
Filed 2026-10-21
Beacon Financial Advisory LLC
CLOSED
Shares0 from 14,695
Change-14,695 (-100%)
Value$0 (-$551.2K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,258
Change-3,258 (-100%)
Value$0 (-$122.2K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,342
Change-1,342 (-100%)
Value$0 (-$50.3K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-13
Key FInancial Inc
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-02
Capital International Investors
N/A
Shares— from 18,119,994
Change-18,119,994 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,307,351
Change-12,307,351 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 6,193,883
Change-6,193,883 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,843,795
Change-5,843,795 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,138,553
Change-5,138,553 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,206,692
Change-4,206,692 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,945,234
Change-3,945,234 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,780,635
Change-2,780,635 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,008,472
Change-2,008,472 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,904,509
Change-1,904,509 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,519,511
Change-1,519,511 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,451,076
Change-1,451,076 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,247,482
Change-1,247,482 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,193,341
Change-1,193,341 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 949,585
Change-949,585 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 908,136
Change-908,136 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 807,269
Change-807,269 (-100%)
Value—
&partners
N/A
Shares— from 785,299
Change-785,299 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 682,462
Change-682,462 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 668,071
Change-668,071 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 642,179
Change-642,179 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 571,601
Change-571,601 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 400,573
Change-400,573 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 397,851
Change-397,851 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 366,288
Change-366,288 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 273,856
Change-273,856 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 269,282
Change-269,282 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 248,434
Change-248,434 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 220,758
Change-220,758 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 218,709
Change-218,709 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 218,224
Change-218,224 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 202,650
Change-202,650 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 190,204
Change-190,204 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 187,592
Change-187,592 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 186,756
Change-186,756 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 182,567
Change-182,567 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 175,686
Change-175,686 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 155,024
Change-155,024 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 148,943
Change-148,943 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 146,704
Change-146,704 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 144,797
Change-144,797 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 143,225
Change-143,225 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 142,014
Change-142,014 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 139,763
Change-139,763 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 125,237
Change-125,237 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 119,705
Change-119,705 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 110,951
Change-110,951 (-100%)
Value—
Stephens Inc
N/A
Shares— from 105,246
Change-105,246 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 94,700
Change-94,700 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 94,017
Change-94,017 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 93,703
Change-93,703 (-100%)
Value—
Betterment LLC
N/A
Shares— from 93,490
Change-93,490 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 89,468
Change-89,468 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 82,134
Change-82,134 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 81,665
Change-81,665 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 62,823
Change-62,823 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 61,514
Change-61,514 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 57,395
Change-57,395 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 55,303
Change-55,303 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 49,825
Change-49,825 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 46,706
Change-46,706 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 44,040
Change-44,040 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 40,030
Change-40,030 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 39,349
Change-39,349 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 38,956
Change-38,956 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 37,985
Change-37,985 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 35,849
Change-35,849 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 35,562
Change-35,562 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 33,646
Change-33,646 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 33,144
Change-33,144 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,338
Change-32,338 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 31,774
Change-31,774 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 29,535
Change-29,535 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,326
Change-29,326 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,235
Change-26,235 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 25,523
Change-25,523 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 24,390
Change-24,390 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,044
Change-24,044 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,145
Change-21,145 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 19,574
Change-19,574 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,177
Change-19,177 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 18,782
Change-18,782 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 18,385
Change-18,385 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 18,007
Change-18,007 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 17,473
Change-17,473 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 16,339
Change-16,339 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,639
Change-14,639 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,632
Change-14,632 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 11,565
Change-11,565 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,943
Change-8,943 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,884
Change-5,884 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
FMR LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 755
Change-755 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 384
Change-384 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Status
LPL Financial LLC
INCREASED13,939,63812,877,932+1,061,706+8%$483.1M$516.2M+$33.1M2026-11-06
Confluence Wealth Services, Inc.
INCREASED3,952,4473,252,599+699,848+22%$122.0M$146.4M+$24.4M2026-11-05
Commonwealth Equity Services, LLC
DECREASED2,527,8962,569,037-41,141-2%$96.4M$93.6M-$2.8M2026-11-02
Valmark Advisers, Inc.
INCREASED2,227,6632,149,433+78,230+4%$80.6M$82.5M+$1.9M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED1,521,4381,652,776-131,338-8%$62.0M$56.3M-$5.7M2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED861,026760,192+100,834+13%$28.5M$31.9M+$3.4M2026-11-03
Assetmark, Inc
INCREASED717,968677,053+40,915+6%$25.4M$26.6M+$1.2M2026-10-21
Kestra Advisory Services, LLC
INCREASED497,137427,680+69,457+16%$16.0M$18.4M+$2.4M2026-11-02
Truist Financial Corp
INCREASED493,210402,980+90,230+22%$15.1M$18.3M+$3.1M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED483,375364,737+118,638+33%$13.8M$18.0M+$4.2M2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED428,422437,428-9,006-2%$16.4M$15.9M-$556.6K2026-10-16
KWB Wealth
NEW417,000—+417,000——$15.4M—2026-10-16
Merit Financial Group, LLC
INCREASED377,375193,720+183,655+95%$7.3M$14.0M+$6.7M2026-11-06
Boyer Financial Services, Inc.
INCREASED323,569316,839+6,730+2%$12.0M$12.0M-$20.1K2026-10-23
RM Financial Services, LLC
INCREASED321,430319,974+1,456+0%$12.0M$11.9M-$99.7K2026-11-03
Cullen T Bankers, Inc.
INCREASED313,934262,721+51,213+19%$9.9M$11.6M+$1.8M2026-10-28
Sweeney & Michel, LLC
INCREASED286,421282,222+4,199+1%$11.0M$10.7M-$354.3K2026-10-16
Harbour Investments, Inc.
DECREASED280,162357,254-77,092-22%$13.4M$10.4M-$3.0M2026-11-09
Concurrent Investment Advisors, LLC
INCREASED255,692229,567+26,125+11%$8.6M$9.5M+$857.2K2026-10-16
Apollon Wealth Management, LLC
INCREASED240,557227,691+12,866+6%$8.5M$8.9M+$367.1K2026-10-23
Entruity Wealth, LLC
INCREASED215,953211,729+4,224+2%$7.9M$8.0M+$54.8K2026-11-06
NavPoint Financial, Inc.
INCREASED208,803182,533+26,270+14%$6.8M$7.7M+$885.2K2026-10-21
BlueChip Wealth Advisors LLC
INCREASED155,623143,983+11,640+8%$5.4M$5.8M+$361.9K2026-11-03
Founders Financial Securities LLC
INCREASED147,053144,349+2,704+2%$5.4M$5.4M+$30.9K2026-10-28
US Bancorp \de\
INCREASED145,744130,093+15,651+12%$4.9M$5.4M+$517.0K2026-11-05
D.A. Davidson & Co.
INCREASED141,647140,548+1,099+1%$5.3M$5.2M-$26.8K2026-10-28
WealthCare Investment Partners, LLC
DECREASED139,635139,637-20%$5.2M$5.2M-$67.1K2026-11-05
Shira Ridge Wealth Management
INCREASED131,588119,166+12,422+10%$4.5M$4.9M+$402.8K2026-10-09
LongView Wealth Management
INCREASED129,840120,849+8,991+7%$4.5M$4.8M+$274.9K2026-10-19
BNB Wealth Management, LLC
INCREASED126,564118,932+7,632+6%$4.5M$4.7M+$225.5K2026-10-28
Venture Visionary Partners LLC
INCREASED125,869111,926+13,943+12%$4.2M$4.7M+$462.6K2026-10-07
Davenport & Co LLC
INCREASED123,942110,868+13,074+12%$4.2M$4.6M+$430.9K2026-10-14
Jacobi Capital Management LLC
DECREASED111,716112,322-606-1%$4.2M$4.1M-$76.4K2026-11-05
Geneos Wealth Management Inc.
INCREASED107,02953,752+53,277+99%$2.0M$4.0M+$1.9M2026-11-09
Fifth Third Bancorp
INCREASED95,73590,279+5,456+6%$3.4M$3.5M+$158.7K2026-11-05
Endeavor Private Wealth, Inc.
INCREASED93,38984,585+8,804+10%$3.2M$3.5M+$267.8K2026-11-05
HighPoint Advisor Group LLC
INCREASED91,35589,482+1,873+2%$3.4M$3.4M+$26.4K2026-11-09
Park Avenue Securities LLC
INCREASED84,01582,803+1,212+1%$3.1M$3.1M+$5.0K2026-10-26
Latitude Advisors, LLC
INCREASED83,82663,663+20,163+32%$2.4M$3.1M+$716.1K2026-10-27
Great Valley Advisor Group, Inc.
DECREASED83,77393,455-9,682-10%$3.5M$3.1M-$403.2K2026-11-09
Seamount Financial Group Inc
INCREASED81,30177,344+3,957+5%$2.9M$3.0M+$109.4K2026-10-21
Sovran Advisors, LLC
DECREASED74,79977,152-2,353-3%$3.0M$2.9M-$83.8K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED70,12765,063+5,064+8%$2.4M$2.6M+$156.3K2026-10-22
Tempus Wealth Planning, LLC
INCREASED68,34367,781+562+1%$2.5M$2.5M-$11.7K2026-10-14
Bank of New York Mellon Corp
INCREASED68,02948,147+19,882+41%$1.8M$2.5M+$713.1K2026-11-05
Trueblood Wealth Management, LLC
INCREASED66,59964,157+2,442+4%$2.4M$2.5M+$59.6K2026-10-23
MFA Wealth Services
INCREASED66,47263,408+3,064+5%$2.4M$2.5M+$83.0K2026-10-14
Patriot Financial Group Insurance Agency, LLC
DECREASED65,81668,073-2,257-3%$2.6M$2.4M-$116.2K2026-10-14
Prospera Financial Services Inc
INCREASED64,93343,271+21,662+50%$1.6M$2.5M+$872.3K2026-11-04
Allworth Financial LP
UNCHANGED59,62059,62000%$2.2M$2.2M$02026-11-06
National Wealth Management Group, LLC
DECREASED59,61786,138-26,521-31%$3.2M$2.2M-$1.0M2026-10-26
Koshinski Asset Management, Inc.
INCREASED58,85152,099+6,752+13%$2.0M$2.2M+$225.0K2026-10-29
CLG LLC
INCREASED56,24548,669+7,576+16%$1.8M$2.1M+$257.2K2026-10-13
Blueprint Investment Partners LLC
INCREASED55,74451,848+3,896+8%$1.9M$2.1M+$119.4K2026-10-28
Blueprint Financial Advisors LLC
INCREASED55,15251,452+3,700+7%$1.9M$2.0M+$112.3K2026-10-28
Nautilus Advisors LLC
DECREASED54,23055,830-1,600-3%$2.1M$2.0M-$102.8K2026-10-07
CWS Financial Advisors, LLC
DECREASED50,91252,919-2,007-4%$2.0M$1.9M-$99.7K2026-10-16
RFG Advisory, LLC
INCREASED49,54749,316+231+0%$1.8M$1.8M-$15.1K2026-11-03
PFG Advisors
DECREASED48,93050,560-1,630-3%$1.9M$1.8M-$84.6K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED48,63444,239+4,395+10%$1.7M$1.8M+$141.5K2026-11-05
Vicus Capital
INCREASED47,38035,442+11,938+34%$1.3M$1.8M+$425.1K2026-11-05
QTR Family Wealth, LLC
INCREASED47,28942,866+4,423+10%$1.6M$1.8M+$143.2K2026-11-02
Wedbush Securities Inc
INCREASED47,18736,993+10,194+28%$1.4M$1.7M+$359.0K2026-10-22
Bare Financial Services, Inc
INCREASED44,29441,782+2,512+6%$1.6M$1.6M+$73.0K2026-11-04
Gateway Investment Advisers LLC
UNCHANGED44,11644,11600%$1.7M$1.6M-$21.2K2026-10-13
HighTower Advisors, LLC
DECREASED42,80343,532-729-2%$1.6M$1.6M-$47.9K2026-11-10
Atria Investments, Inc
INCREASED41,68727,770+13,917+50%$1.0M$1.5M+$502.0K2026-10-15
LifeGoal Investments, LLC
DECREASED40,54240,783-241-1%$1.5M$1.5M-$28.5K2026-10-09
Lincoln Capital LLC
INCREASED38,43834,501+3,937+11%$1.3M$1.4M+$130.1K2026-10-09
Lantern Wealth Advisors, LLC
INCREASED37,72537,313+412+1%$1.4M$1.4M-$2.7K2026-10-22
R2 Capital Strategies, LLC
DECREASED36,58736,592-50%$1.4M$1.4M-$17.8K2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED36,18236,051+131+0%$1.4M$1.3M-$12.4K2026-10-29
Savant Capital, LLC
INCREASED35,67617,924+17,752+99%$693.0K$1.3M+$628.1K2026-11-06
A&I Financial Services, LLC
INCREASED34,84331,256+3,587+11%$1.2M$1.3M+$117.8K2026-10-15
Independent Financial Group, LLC
INCREASED34,49132,525+1,966+6%$1.2M$1.3M+$57.2K2026-10-13
Perryman Financial Advisory Inc
INCREASED34,46931,085+3,384+11%$1.2M$1.3M+$110.4K2026-10-16
Financial Council, LLC
INCREASED31,17229,010+2,162+7%$1.1M$1.2M+$66.1K2026-11-02
Sigma Planning Corp
DECREASED30,70155,718-25,017-45%$2.1M$1.1M-$987.5K2026-10-23
Hunter Associates Investment Management LLC
INCREASED30,46418,818+11,646+62%$708.0K$1.1M+$419.0K2026-10-26
Private Client Services, LLC
INCREASED30,31526,220+4,095+16%$983.5K$1.1M+$139.1K2026-10-02
Simplicity Wealth,LLC
DECREASED29,05433,091-4,037-12%$1.2M$1.1M-$165.4K2026-10-23
M.E. Allison & Co., Inc.
INCREASED27,36827,365+3+0%$1.0M$1.0M-$13.0K2026-10-09
Security Financial Services, Inc.
INCREASED27,17326,280+893+3%$985.8K$1.0M+$20.4K2026-10-29
Summit Global Investments
INCREASED26,38422,081+4,303+19%$828.0K$977.0K+$149.0K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED26,12329,761-3,638-12%$1.1M$967.3K-$149.0K2026-10-13
Farther Finance Advisors, LLC
DECREASED25,77245,324-19,552-43%$1.7M$954.3K-$745.8K2026-10-08
Signature Equity Partners, LLC
NEW24,591—+24,591——$910.6K—2026-10-29
Merited Wealth, LLC
DECREASED24,39935,846-11,447-32%$1.3M$903.5K-$441.1K2026-10-13
Ascentis Independent Advisors
NEW24,263—+24,263——$898.5K—2026-11-03
IFP Advisors, Inc
DECREASED23,71224,583-871-4%$922.1K$878.1K-$44.1K2026-10-16
Westside Investment Management, Inc.
DECREASED23,56523,615-500%$885.8K$872.6K-$13.2K2026-11-02
Gutierrez Wealth Advisory, LLC
INCREASED23,28519,170+4,115+21%$719.1K$862.2K+$143.2K2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED21,46822,350-882-4%$838.4K$795.0K-$43.4K2026-10-13
IFG Advisory, LLC
INCREASED21,32818,142+3,186+18%$680.5K$789.8K+$109.3K2026-11-09
Diversify Advisory Services, LLC
INCREASED21,15420,396+758+4%$780.0K$796.9K+$16.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED21,15420,396+758+4%$780.0K$796.9K+$16.9K2026-10-20
First Heartland Consultants, Inc.
INCREASED20,09113,882+6,209+45%$520.7K$744.0K+$223.2K2026-10-08
Private Trust Co NA
INCREASED20,03718,125+1,912+11%$679.9K$742.0K+$62.1K2026-10-20
Perigon Wealth Management, LLC
INCREASED18,95513,376+5,579+42%$501.7K$701.9K+$200.2K2026-10-22
Junk Investment Group, LLC
INCREASED18,47418,459+15+0%$692.4K$684.1K-$8.3K2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED18,31818,170+148+1%$681.6K$678.3K-$3.2K2026-11-05
MSH Capital Advisors LLC
INCREASED16,88112,043+4,838+40%$451.7K$625.1K+$173.4K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED16,87712,881+3,996+31%$483.2K$630.8K+$147.7K2026-10-30
Puff Wealth Management, LLC
INCREASED15,83113,285+2,546+19%$498.3K$586.2K+$87.9K2026-10-07
Langley Wealth Management, LLC
INCREASED14,5419,861+4,680+47%$369.9K$538.4K+$168.6K2026-11-04
Silver OAK Securities, Incorporated
DECREASED14,468151,250-136,782-90%$5.7M$547.5K-$5.1M2026-11-09
Intrua Financial, LLC
INCREASED14,28514,211+74+1%$533.1K$529.0K-$4.1K2026-10-28
Vise Technologies, Inc.
INCREASED14,08710,617+3,470+33%$398.2K$521.6K+$123.4K2026-10-29
Lodestone Wealth Management LLC
INCREASED14,05713,915+142+1%$521.9K$520.5K-$1.4K2026-10-14
International Assets Investment Management, LLC
DECREASED13,87914,996-1,117-7%$559.7K$510.6K-$49.1K2026-11-02
First Pacific Financial
NEW12,126—+12,126——$449.0K—2026-10-14
Florida Financial Advisors, LLC
INCREASED12,1116,377+5,734+90%$239.2K$448.5K+$209.3K2026-11-09
Trinity Wealth Management, LLC
DECREASED11,93413,403-1,469-11%$502.7K$441.9K-$60.8K2026-10-13
Visionary Wealth Advisors
DECREASED11,73911,921-182-2%$447.1K$434.7K-$12.4K2026-11-04
Summit Wealth Group LLC / Co
DECREASED11,11111,497-386-3%$431.3K$411.4K-$19.8K2026-10-29
Saxony Capital Management, LLC
UNCHANGED10,43210,43200%$391.3K$386.3K-$5.0K2026-10-15
Heritage Wealth Management, Inc.
NEW10,127—+10,127——$375.0K—2026-10-28
StoneX Group Inc.
INCREASED10,1189,408+710+8%$352.6K$379.0K+$26.4K2026-11-03
Summit Investment Advisory Services, LLC
INCREASED9,8449,815+29+0%$368.2K$364.5K-$3.6K2026-11-03
Oppenheimer & Co Inc
INCREASED9,6676,373+3,294+52%$239.1K$358.0K+$118.9K2026-10-26
Titleist Asset Management, LLC
DECREASED9,49210,647-1,155-11%$399.4K$351.5K-$47.9K2026-10-08
Professional Financial Advisors, LLC
UNCHANGED9,4289,42800%$353.6K$349.1K-$4.5K2026-10-13
Armstrong, Fleming & Moore, Inc
INCREASED9,1347,601+1,533+20%$285.1K$338.2K+$53.1K2026-10-28
Carson Advisory Inc.
DECREASED9,0819,505-424-4%$356.5K$336.3K-$20.3K2026-11-06
Richards, Merrill & Peterson, Inc.
DECREASED8,9509,100-150-2%$341.3K$331.4K-$9.9K2026-10-19
Ascent Group, LLC
DECREASED8,6929,044-352-4%$339.2K$321.9K-$17.4K2026-10-30
Kingswood Wealth Advisors, LLC
NEW8,585—+8,585——$317.9K—2026-10-23
Bond & Devick Financial Network, Inc.
UNCHANGED8,0738,07300%$302.8K$298.9K-$3.9K2026-10-23
Whelan Financial
UNCHANGED8,0008,00000%$300.1K$296.2K-$3.8K2026-10-28
Tcfg Investment Advisors, LLC
INCREASED7,8956,444+1,451+23%$241.7K$292.4K+$50.6K2026-10-20
First Financial Bankshares Inc
NEW7,728—+7,728——$286.2K—2026-11-10
Belpointe Asset Management LLC
INCREASED7,2906,170+1,120+18%$231.4K$269.9K+$38.5K2026-11-09
Sunrise Financial Services, LLC
DECREASED7,2497,450-201-3%$279.5K$268.4K-$11.0K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED7,2047,168+36+1%$268.9K$266.8K-$2.1K2026-10-21
Balboa Wealth Partners
DECREASED7,0168,702-1,686-19%$326.4K$259.8K-$66.6K2026-10-20
KOM Wealth Management Group, LLC
INCREASED7,0105,854+1,156+20%$219.6K$259.6K+$40.0K2026-10-15
Harpswell Capital Advisors, LLC
UNCHANGED7,0007,00000%$262.6K$259.2K-$3.4K2026-10-09
Oregon Pacific Wealth Management, LLC
NEW6,987—+6,987——$258.7K—2026-10-20
Cornerstone Wealth Management, LLC
INCREASED6,8826,723+159+2%$252.2K$254.8K+$2.6K2026-11-04
Ignite Planners, LLC
NEW6,878—+6,878——$254.7K—2026-10-14
Strategic Blueprint, LLC
DECREASED6,5507,227-677-9%$271.1K$242.5K-$28.5K2026-10-22
Creative Financial Designs Inc
INCREASED6,2505,915+335+6%$221.9K$231.4K+$9.6K2026-11-04
TCP Asset Management, LLC
UNCHANGED6,0266,02600%$226.0K$223.5K-$2.5K2026-10-14
Wealthcare Capital Partners, LLC
DECREASED5,9896,229-240-4%$233.6K$221.8K-$11.9K2026-10-21
Silverlake Wealth Management LLC
INCREASED5,9895,977+12+0%$224.2K$221.8K-$2.4K2026-10-21
Staley Capital Advisers Inc
NEW5,915—+5,915——$219.0K—2026-11-06
MGO One Seven LLC
DECREASED5,8825,885-30%$220.7K$217.8K-$2.9K2026-10-28
Victory Financial Group, LLC
INCREASED5,8665,775+91+2%$216.6K$217.2K+$5982026-10-27
Nova Financial LLC
NEW5,791—+5,791——$214.4K—2026-11-04
Silver Grove Financial Group, Inc.
INCREASED5,4473,324+2,123+64%$124.7K$201.7K+$77.0K2026-11-05
Nations Financial Group Inc,
NEW5,403—+5,403——$200.1K—2026-11-05
Nfsg Corp
NEW5,022—+5,022——$186.0K—2026-10-15
EverSource Wealth Advisors, LLC
INCREASED4,8114,794+17+0%$179.8K$178.1K-$1.7K2026-11-04
Larson Financial Group LLC
UNCHANGED3,6503,65000%$136.9K$135.2K-$1.8K2026-11-05
Lanark Financial, Inc.
INCREASED3,3843,166+218+7%$118.8K$125.3K+$6.6K2026-10-26
Gamma Investing LLC
UNCHANGED3,1783,17800%$119.2K$117.7K-$1.5K2026-10-08
Godfrey Financial Associates, Inc.
INCREASED3,1583,131+27+1%$117.4K$116.9K-$4882026-11-10
Clearstead Advisors, LLC
NEW1,557—+1,557——$57.7K—2026-11-06
Arvest Investments, Inc.
UNCHANGED1,3301,33000%$49.9K$49.2K-$6392026-10-21
CoreCap Advisors, LLC
INCREASED1,115748+367+49%$28.1K$41.3K+$13.2K2026-10-08
UMB Private Wealth Management, LLC
NEW808—+808——$29.9K—2026-10-19
Provenance Wealth Advisors, LLC
NEW739—+739——$27.4K—2026-10-30
StrongBox Wealth, LLC
UNCHANGED68068000%$25.5K$25.2K-$3272026-11-02
Trust Co of Toledo NA
NEW641—+641——$23.7K—2026-10-16
CX Institutional
DECREASED6341,737-1,103-63%$65.0K$23-$65.0K2026-10-02
Cape Investment Advisory, Inc.
INCREASED612450+162+36%$16.9K$22.7K+$5.8K2026-10-13
Pinnacle Bancorp, Inc.
DECREASED4001,400-1,000-71%$52.5K$14.8K-$37.7K2026-10-21
Spire Wealth Management
INCREASED376372+4+1%$14.0K$13.9K-$362026-10-30
Capital Advisors, Ltd. LLC
NEW259—+259——$10—2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED252257-5-2%$9.6K$9.3K-$3092026-10-16
Kelleher Financial Advisors
NEW230—+230——$8.5K—2026-10-30
Princeton Global Asset Management LLC
NEW210—+210——$7.8K—2026-10-21
Vima LLC
UNCHANGED20020000%$7.5K$7.4K-$962026-10-23
Central Trust Co
UNCHANGED13713700%$5.1K$5.1K-$652026-11-05
Rossby Financial, LCC
UNCHANGED12512500%$4.7K$4.6K-$602026-11-05
Financial Perspectives, Inc
INCREASED11459+55+93%$2.2K$4.2K+$2.0K2026-11-03
Trust Co
UNCHANGED303000%$1.1K$1.1K-$142026-10-09
Russell Investments Group, Ltd.
DECREASED178-77-99%$2.9K$54-$2.9K2026-11-06
Kestra Private Wealth Services, LLC
CLOSED037,107-37,107-100%$1.4M$0-$1.4M2026-11-06
VestGen Advisors, LLC
CLOSED017,013-17,013-100%$638.2K$0-$638.2K2026-10-27
Sowell Financial Services LLC
CLOSED015,414-15,414-100%$578.2K$0-$578.2K2026-10-23
Axxcess Wealth Management, LLC
CLOSED015,110-15,110-100%$566.8K$0-$566.8K2026-10-21
Beacon Financial Advisory LLC
CLOSED014,695-14,695-100%$551.2K$0-$551.2K2026-10-16
AdvisorNet Financial, Inc
CLOSED03,258-3,258-100%$122.2K$0-$122.2K2026-10-15
PNC Financial Services Group, Inc.
CLOSED01,342-1,342-100%$50.3K$0-$50.3K2026-11-06
Founders Capital Management
CLOSED0400-400-100%$15.0K$0-$15.0K2026-10-13
Key FInancial Inc
CLOSED028-28-100%$1.1K$0-$1.1K2026-11-02
Capital International Investors
N/A—18,119,994-18,119,994-100%$679.7M———
Envestnet Asset Management Inc
N/A—12,307,351-12,307,351-100%$461.6M———
Capital Group Private Client Services, Inc.
N/A—6,193,883-6,193,883-100%$232.3M———
Wells Fargo & Company
N/A—5,843,795-5,843,795-100%$219.2M———
Raymond James Financial Inc
N/A—5,138,553-5,138,553-100%$192.7M———
Cetera Investment Advisers
N/A—4,206,692-4,206,692-100%$157.8M———
Morgan Stanley
N/A—3,945,234-3,945,234-100%$148.0M———
Royal Bank of Canada
N/A—2,780,635-2,780,635-100%$104.3M———
MML Investors Services, LLC
N/A—2,008,472-2,008,472-100%$75.3M———
Jones Financial Companies Lllp
N/A—1,904,509-1,904,509-100%$71.4M———
SEI Investments Co
N/A—1,519,511-1,519,511-100%$57.0M———
Osaic Holdings, Inc.
N/A—1,451,076-1,451,076-100%$54.4M———
UBS Group AG
N/A—1,247,482-1,247,482-100%$46.8M———
Benjamin Edwards Inc
N/A—1,193,341-1,193,341-100%$44.8M———
Stifel Financial Corp
N/A—949,585-949,585-100%$35.6M———
Janney Montgomery Scott LLC
N/A—908,136-908,136-100%$34.1M———
Northwestern Mutual Wealth Management Co
N/A—807,269-807,269-100%$30.3M———
&partners
N/A—785,299-785,299-100%$29.5M———
Rothschild Investment LLC
N/A—682,462-682,462-100%$25.6M———
Private Advisor Group, LLC
N/A—668,071-668,071-100%$25.1M———
Compton Financial Group, LLC
N/A—642,179-642,179-100%$24.1M———
Vestmark Advisory Solutions, Inc.
N/A—571,601-571,601-100%$21.4M———
NewEdge Advisors, LLC
N/A—400,573-400,573-100%$15.0M———
Smartleaf Asset Management LLC
N/A—397,851-397,851-100%$15.1M———
Integrated Wealth Concepts LLC
N/A—366,288-366,288-100%$13.7M———
Bank of America Corp
N/A—273,856-273,856-100%$10.3M———
Orion Porfolio Solutions, LLC
N/A—269,282-269,282-100%$10.1M———
Captrust Financial Advisors
N/A—248,434-248,434-100%$9.3M———
Swisher Financial Concepts, Inc.
N/A—220,758-220,758-100%$8.3M———
Envestnet Portfolio Solutions, Inc.
N/A—218,709-218,709-100%$8.2M———
Arax Advisory Partners
N/A—218,224-218,224-100%$8.2M———
Advance Capital Management, Inc.
N/A—202,650-202,650-100%$7.6M———
Founders Financial Alliance, LLC
N/A—190,204-190,204-100%$7.1M———
Stratos Wealth Partners, Ltd.
N/A—187,592-187,592-100%$7.0M———
Baird Financial Group, Inc.
N/A—186,756-186,756-100%$7.0M———
Gateway Wealth Partners, LLC
N/A—182,567-182,567-100%$6.8M———
Hopwood Nicholas Hunter
N/A—175,686-175,686-100%$6.6M———
Equitable Holdings, Inc.
N/A—155,024-155,024-100%$5.8M———
Kingsview Wealth Management, LLC
N/A—148,943-148,943-100%$5.6M———
Principal Securities, Inc.
N/A—146,704-146,704-100%$5.5M———
Ameritas Advisory Services, LLC
N/A—144,797-144,797-100%$5.4M———
Steward Partners Investment Advisory, LLC
N/A—143,225-143,225-100%$5.4M———
Jane Street Group, LLC
N/A—142,014-142,014-100%$5.3M———
Centaurus Financial, Inc.
N/A—139,763-139,763-100%$5.2M———
Bleakley Financial Group, LLC
N/A—125,237-125,237-100%$4.7M———
Main Street Financial Solutions, LLC
N/A—119,705-119,705-100%$4.5M———
UBS Asset Management Americas LLC
N/A—110,951-110,951-100%$4.2M———
Stephens Inc
N/A—105,246-105,246-100%$3.9M———
World Investment Advisors
N/A—94,700-94,700-100%$3.4M———
Mayflower Financial Advisors, LLC
N/A—94,017-94,017-100%$3.5M———
Elequin Capital, LP
N/A—93,703-93,703-100%$3.5M———
Betterment LLC
N/A—93,490-93,490-100%$3.5M———
Cerity Partners LLC
N/A—89,468-89,468-100%$3.4M———
Natixis Advisors, LLC
N/A—82,134-82,134-100%$3.1M———
Mutual Advisors, LLC
N/A—81,665-81,665-100%$3.1M———
Global Retirement Partners, LLC
N/A—62,823-62,823-100%$2.4M———
Flputnam Investment Management Co
N/A—61,514-61,514-100%$2.3M———
Citadel Advisors LLC
N/A—57,395-57,395-100%$2.2M———
Gladstone Institutional Advisory LLC
N/A—55,303-55,303-100%$2.1M———
Capital Analysts, LLC
N/A—49,825-49,825-100%$1.9M———
Kintra Wealth, LLC
N/A—46,706-46,706-100%$1.8M———
Capital Investment Management, Inc.
N/A—44,040-44,040-100%$1.7M———
BFC Planning, Inc.
N/A—40,030-40,030-100%$1.5M———
Aspire Growth Partners LLC
N/A—39,349-39,349-100%$1.5M———
Blom & Howell Financial Planning, Inc.
N/A—38,956-38,956-100%$1.5M———
Roehl & Yi Investment Advisors, LLC
N/A—37,985-37,985-100%$1.4M———
Transamerica Financial Advisors, LLC
N/A—35,849-35,849-100%$1.4M———
GTS Securities LLC
N/A—35,562-35,562-100%$1.3M———
Astoria Portfolio Advisors Llc.
N/A—33,646-33,646-100%$1.3M———
Sanctuary Advisors, LLC
N/A—33,144-33,144-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—32,338-32,338-100%$1.2M———
Summit Financial, LLC
N/A—31,774-31,774-100%$1.2M———
D. E. Shaw & Co., Inc.
N/A—29,535-29,535-100%$1.1M———
JPMorgan Chase & Co
N/A—29,326-29,326-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—26,235-26,235-100%$984.1K———
Advyzon Investment Management, LLC
N/A—25,523-25,523-100%$957.4K———
GWN Securities Inc.
N/A—24,390-24,390-100%$914.9K———
Snowden Capital Advisors LLC
N/A—24,044-24,044-100%$911.0K———
AQR Capital Management LLC
N/A—21,145-21,145-100%$793.1K———
Vantus Wealth LLC
N/A—19,574-19,574-100%$734.2K———
Mariner, LLC
N/A—19,177-19,177-100%$719.3K———
January Capital Advisors LLC
N/A—18,782-18,782-100%$704.5K———
Synergy Investment Management, LLC
N/A—18,385-18,385-100%$689.6K———
OneDigital Investment Advisors LLC
N/A—18,007-18,007-100%$675.4K———
Regal Investment Advisors LLC
N/A—17,473-17,473-100%$655.4K———
Sittner & Nelson, LLC
N/A—16,339-16,339-100%$612.9K———
Continuum Advisory, LLC
N/A—14,639-14,639-100%$549.1K———
IHT Wealth Management, LLC
N/A—14,632-14,632-100%$548.9K———
Berger Financial Group, Inc
N/A—13,182-13,182-100%$494.5K———
Parsonex Advisory Services, Inc.
N/A—12,848-12,848-100%$481.9K———
Cary Street Partners Financial LLC
N/A—11,829-11,829-100%$443.7K———
VestGen Investment Management
N/A—11,565-11,565-100%$433.8K———
Leo H. Evart, Inc.
N/A—9,161-9,161-100%$343.6K———
Brookwood Investment Group LLC
N/A—9,157-9,157-100%$343.5K———
Flow Traders U.S. LLC
N/A—8,980-8,980-100%$337.0K———
Ameriflex Group, Inc.
N/A—8,943-8,943-100%$335.4K———
Keystone Financial Group
N/A—7,391-7,391-100%$277.2K———
Ascension Capital Advisors, Inc.
N/A—7,350-7,350-100%$275.7K———
BlackRock, Inc.
N/A—7,294-7,294-100%$273.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,928-6,928-100%$259.9K———
Arkadios Wealth Advisors
N/A—6,631-6,631-100%$248.7K———
Kovack Advisors, Inc.
N/A—6,433-6,433-100%$240.3K———
XTX Topco Ltd
N/A—6,228-6,228-100%$233.6K———
Vigil Wealth Management, LLC
N/A—6,131-6,131-100%$230.0K———
Synergy Financial Group, LTD
N/A—5,885-5,885-100%$220.7K———
Stonebridge Financial Group, LLC / MO
N/A—5,884-5,884-100%$220.7K———
Fourth Dimension Wealth, LLC
N/A—5,523-5,523-100%$207.2K———
Strategic Investment Solutions, Inc.
N/A—2,638-2,638-100%$99.0K———
Colonial Trust Co / SC
N/A—2,542-2,542-100%$96.3K———
Medallion Wealth Advisors, LLC
N/A—1,845-1,845-100%$69.2K———
FMR LLC
N/A—910-910-100%$34.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—755-755-100%$28.3K———
JPL Wealth Management, LLC
N/A—442-442-100%$16.6K———
Fiduciary Financial Advisors
N/A—384-384-100%$14.4K———
Mpwm Advisory Solutions, LLC
N/A—262-262-100%$9.8K———
Showing 302 of 302 institutions