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Cap Group New Geography EQ (CGNG)

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
Shares10,101,142 from 8,814,822
Change+1,286,320 (+15%)
Value$368.2M (+$38.0M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,228,149 from 1,076,909
Change+151,240 (+14%)
Value$44.8M (+$4.4M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares1,135,408 from 1,120,083
Change+15,325 (+1%)
Value$41.4M (-$572.7K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares1,001,776 from 663,785
Change+337,991 (+51%)
Value$36.5M (+$11.7M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares895,345 from 621,294
Change+274,051 (+44%)
Value$32.6M (+$9.4M)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED
Shares631,764 from 628,204
Change+3,560 (+1%)
Value$23.0M (-$504.7K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares569,584 from 557,268
Change+12,316 (+2%)
Value$20.8M (-$113.9K)
Filed 2026-11-06
Petredis Investment Advisors LLC
INCREASED
Shares525,415 from 513,997
Change+11,418 (+2%)
Value$19.2M (-$103.0K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
INCREASED
Shares510,174 from 499,265
Change+10,909 (+2%)
Value$18.6M (-$106.6K)
Filed 2026-10-14
Presper Financial Architects, LLC
INCREASED
Shares475,268 from 473,897
Change+1,371 (+0%)
Value$17.3M (-$428.7K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares471,215 from 400,252
Change+70,963 (+18%)
Value$17.2M (+$2.2M)
Filed 2026-11-02
First Pacific Financial
NEW
Shares446,993
Change+446,993
Value$16.3M
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares355,368 from 337,820
Change+17,548 (+5%)
Value$12.9M (+$456.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares327,961 from 307,935
Change+20,026 (+7%)
Value$12.0M (+$418.9K)
Filed 2026-10-16
KWB Wealth
NEW
Shares318,875
Change+318,875
Value$11.6M
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares312,273 from 135,950
Change+176,323 (+130%)
Value$11.4M (+$6.3M)
Filed 2026-11-06
SilverOak Wealth Management LLC
INCREASED
Shares304,012 from 300,157
Change+3,855 (+1%)
Value$11.1M (-$162.6K)
Filed 2026-10-29
HighTower Advisors, LLC
DECREASED
Shares299,386 from 300,495
Change-1,109 (0%)
Value$10.9M (-$343.9K)
Filed 2026-11-10
Quadcap Wealth Management, LLC
INCREASED
Shares298,020 from 281,070
Change+16,950 (+6%)
Value$10.9M (+$333.9K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares270,613 from 236,331
Change+34,282 (+15%)
Value$9.9M (+$1.0M)
Filed 2026-10-30
Sentinel Advisory Group, LLC
INCREASED
Shares255,354 from 251,196
Change+4,158 (+2%)
Value$9.3M (-$102.2K)
Filed 2026-10-20
Lincoln Capital Corp
DECREASED
Shares242,359 from 242,499
Change-140 (0%)
Value$8.8M (-$250.0K)
Filed 2026-10-13
Code Waechter LLC
INCREASED
Shares241,096 from 168,168
Change+72,928 (+43%)
Value$8.8M (+$2.5M)
Filed 2026-10-23
Armor Investment Advisors, LLC
INCREASED
Shares232,414 from 224,769
Change+7,645 (+3%)
Value$8.5M (+$51.6K)
Filed 2026-10-27
Souders Financial Advisors
INCREASED
Shares211,156 from 200,363
Change+10,793 (+5%)
Value$7.7M (+$191.0K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares207,761 from 204,064
Change+3,697 (+2%)
Value$7.6M (-$71.3K)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares204,869 from 199,059
Change+5,810 (+3%)
Value$7.5M (+$10.7K)
Filed 2026-10-28
Ergawealth Advisors, Inc.
INCREASED
Shares177,580 from 176,253
Change+1,327 (+1%)
Value$6.5M (-$129.6K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares173,272 from 123,917
Change+49,355 (+40%)
Value$6.3M (+$1.7M)
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED
Shares171,111 from 146,573
Change+24,538 (+17%)
Value$6.2M (+$746.4K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares164,020 from 114,045
Change+49,975 (+44%)
Value$6.0M (+$1.7M)
Filed 2026-10-28
Eagle Bay Advisors LLC
DECREASED
Shares147,715 from 150,172
Change-2,457 (-2%)
Value$5.4M (-$241.2K)
Filed 2026-10-16
NewCorp Financial Services, Inc.
DECREASED
Shares142,098 from 144,155
Change-2,057 (-1%)
Value$5.2M (-$220.6K)
Filed 2026-10-14
CRA Financial Services, LLC
INCREASED
Shares138,834 from 129,750
Change+9,084 (+7%)
Value$5.1M (+$200.1K)
Filed 2026-10-16
Equity Wealth Partners, LLC
INCREASED
Shares138,080 from 114,173
Change+23,907 (+21%)
Value$5.0M (+$756.1K)
Filed 2026-10-26
Lantz Financial LLC
INCREASED
Shares132,910 from 127,387
Change+5,523 (+4%)
Value$4.8M (+$72.7K)
Filed 2026-10-15
Cambridge Capital Management, LLC
INCREASED
Shares129,979 from 78,681
Change+51,298 (+65%)
Value$4.7M (+$1.8M)
Filed 2026-10-19
NavPoint Financial, Inc.
INCREASED
Shares127,821 from 116,229
Change+11,592 (+10%)
Value$4.7M (+$305.2K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares126,846 from 124,113
Change+2,733 (+2%)
Value$4.6M (-$25.7K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares116,962 from 108,734
Change+8,228 (+8%)
Value$4.3M (+$190.1K)
Filed 2026-10-01
Founders Financial Securities LLC
INCREASED
Shares109,601 from 87,453
Change+22,148 (+25%)
Value$4.0M (+$719.0K)
Filed 2026-10-28
Western Wealth Management, LLC
INCREASED
Shares100,452 from 97,959
Change+2,493 (+3%)
Value$3.7M (-$8.1K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares90,202 from 121,511
Change-31,309 (-26%)
Value$3.3M (-$1.3M)
Filed 2026-11-09
Nations Financial Group Inc,
DECREASED
Shares90,068 from 91,044
Change-976 (-1%)
Value$3.3M (-$127.5K)
Filed 2026-11-05
Armstrong, Fleming & Moore, Inc
DECREASED
Shares84,391 from 85,002
Change-611 (-1%)
Value$3.1M (-$108.1K)
Filed 2026-10-28
National Wealth Management Group, LLC
DECREASED
Shares83,567 from 120,375
Change-36,808 (-31%)
Value$3.0M (-$1.5M)
Filed 2026-10-26
Selby Wealth Management, LLC
INCREASED
Shares83,476 from 81,448
Change+2,028 (+2%)
Value$3.0M (-$8.3K)
Filed 2026-10-16
Dmkc Advisory Services, LLC
DECREASED
Shares83,095 from 110,126
Change-27,031 (-25%)
Value$3.0M (-$1.1M)
Filed 2026-11-04
Lineweaver Wealth Advisors, LLC
INCREASED
Shares78,949 from 73,574
Change+5,375 (+7%)
Value$2.9M (+$121.6K)
Filed 2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED
Shares76,415 from 78,854
Change-2,439 (-3%)
Value$2.8M (-$168.5K)
Filed 2026-10-06
Independent Financial Group, LLC
INCREASED
Shares76,133 from 66,283
Change+9,850 (+15%)
Value$2.8M (+$292.1K)
Filed 2026-10-13
Cypress Point Wealth Management, LLC
INCREASED
Shares75,212 from 57,930
Change+17,282 (+30%)
Value$2.7M (+$571.4K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares72,684 from 64,491
Change+8,193 (+13%)
Value$2.6M (+$233.5K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares71,657 from 68,880
Change+2,777 (+4%)
Value$2.6M (+$31.7K)
Filed 2026-10-28
Stablepoint Partners, LLC
INCREASED
Shares71,605 from 52,905
Change+18,700 (+35%)
Value$2.6M (+$628.2K)
Filed 2026-11-03
Bfsg, LLC
INCREASED
Shares65,578 from 56,935
Change+8,643 (+15%)
Value$2.4M (+$257.5K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares63,655 from 63,039
Change+616 (+1%)
Value$2.3M (-$41.2K)
Filed 2026-11-03
Great Valley Advisor Group, Inc.
INCREASED
Shares61,642 from 41,437
Change+20,205 (+49%)
Value$2.2M (+$694.8K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares56,328 from 35,064
Change+21,264 (+61%)
Value$2.1M (+$740.0K)
Filed 2026-10-26
Mendel Money Management
DECREASED
Shares55,433 from 56,185
Change-752 (-1%)
Value$2.0M (-$84.2K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares54,067 from 21,369
Change+32,698 (+153%)
Value$2.0M (+$1.2M)
Filed 2026-10-13
Boyer Financial Services, Inc.
DECREASED
Shares53,117 from 68,401
Change-15,284 (-22%)
Value$1.9M (-$536.6K)
Filed 2026-10-23
A&I Financial Services, LLC
INCREASED
Shares52,570 from 47,968
Change+4,602 (+10%)
Value$1.9M (+$119.3K)
Filed 2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares49,999 from 49,654
Change+345 (+1%)
Value$1.8M (-$37.6K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares49,714 from 45,874
Change+3,840 (+8%)
Value$1.8M (+$93.6K)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares49,098 from 42,967
Change+6,131 (+14%)
Value$1.8M (+$180.1K)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares47,920 from 44,640
Change+3,280 (+7%)
Value$1.7M (+$74.4K)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares47,244 from 42,703
Change+4,541 (+11%)
Value$1.7M (+$122.4K)
Filed 2026-11-02
IFG Advisory, LLC
INCREASED
Shares46,827 from 43,282
Change+3,545 (+8%)
Value$1.7M (+$85.5K)
Filed 2026-11-09
LongView Wealth Management
INCREASED
Shares43,424 from 34,193
Change+9,231 (+27%)
Value$1.6M (+$301.9K)
Filed 2026-10-19
Pines Wealth Management, LLC
DECREASED
Shares43,360 from 44,294
Change-934 (-2%)
Value$1.6M (-$78.8K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
INCREASED
Shares42,789 from 25,381
Change+17,408 (+69%)
Value$1.6M (+$608.9K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares36,895 from 1,512
Change+35,383 (+2340%)
Value$1.3M (+$1.3M)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares36,757 from 31,015
Change+5,742 (+19%)
Value$1.3M (+$178.0K)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares34,823 from 29,551
Change+5,272 (+18%)
Value$1.3M (+$162.3K)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares33,854 from 27,862
Change+5,992 (+22%)
Value$1.2M (+$190.3K)
Filed 2026-10-29
Intrinsic Value Partners, LLC
INCREASED
Shares33,455 from 33,055
Change+400 (+1%)
Value$1.2M (-$18.8K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
INCREASED
Shares32,874 from 26,295
Change+6,579 (+25%)
Value$1.2M (+$214.5K)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares32,506 from 28,175
Change+4,331 (+15%)
Value$1.2M (+$129.4K)
Filed 2026-10-23
Motco
NEW
Shares32,137
Change+32,137
Value$1.2M
Filed 2026-11-09
HighPoint Advisor Group LLC
INCREASED
Shares31,677 from 25,569
Change+6,108 (+24%)
Value$1.2M (+$196.8K)
Filed 2026-11-09
Transcendent Capital Group LLC
INCREASED
Shares31,560 from 26,272
Change+5,288 (+20%)
Value$1.2M (+$166.2K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares31,481 from 29,734
Change+1,747 (+6%)
Value$1.1M (+$37.4K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares31,063 from 34,350
Change-3,287 (-10%)
Value$1.1M (-$154.5K)
Filed 2026-10-13
Michael Brady & Co., LLC
INCREASED
Shares30,971 from 25,915
Change+5,056 (+20%)
Value$1.1M (+$158.1K)
Filed 2026-10-23
Florida Financial Advisors, LLC
INCREASED
Shares30,639 from 20,896
Change+9,743 (+47%)
Value$1.1M (+$334.0K)
Filed 2026-11-09
BlueChip Wealth Advisors LLC
DECREASED
Shares29,486 from 30,229
Change-743 (-2%)
Value$1.1M (-$57.6K)
Filed 2026-11-03
Sard Wealth Management Group, LLC
INCREASED
Shares28,127 from 19,812
Change+8,315 (+42%)
Value$1.0M (+$283.1K)
Filed 2026-10-16
Lodestone Wealth Management LLC
DECREASED
Shares28,011 from 28,494
Change-483 (-2%)
Value$1.0M (-$46.4K)
Filed 2026-10-14
True Blue Financial, LLC
DECREASED
Shares27,625 from 28,941
Change-1,316 (-5%)
Value$1.0M (-$77.2K)
Filed 2026-10-15
Nova R Wealth, Inc.
INCREASED
Shares27,167 from 20,358
Change+6,809 (+33%)
Value$990.2K (+$227.6K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
NEW
Shares27,090
Change+27,090
Value$987.4K
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares26,958 from 26,362
Change+596 (+2%)
Value$982.6K (-$4.9K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares26,958 from 26,362
Change+596 (+2%)
Value$982.6K (-$4.9K)
Filed 2026-10-28
ERn Financial, LLC
INCREASED
Shares26,396 from 24,741
Change+1,655 (+7%)
Value$962.1K (+$35.3K)
Filed 2026-10-28
Clearview Wealth Management LLC
INCREASED
Shares26,362 from 25,031
Change+1,331 (+5%)
Value$949.3K (+$11.6K)
Filed 2026-10-16
Security Financial Services, Inc.
INCREASED
Shares25,948 from 24,777
Change+1,171 (+5%)
Value$945.8K (+$17.6K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
INCREASED
Shares25,151 from 24,878
Change+273 (+1%)
Value$916.8K (-$15.2K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
DECREASED
Shares25,019 from 25,096
Change-77 (0%)
Value$911.9K (-$28.2K)
Filed 2026-11-05
Pennsylvania Capital Management Inc
INCREASED
Shares24,348 from 14,880
Change+9,468 (+64%)
Value$887.5K (+$330.1K)
Filed 2026-11-05
Quantum Financial Partners LLC
UNCHANGED
Shares23,515 from 23,515
Change0 (0%)
Value$857.1K (-$23.8K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares21,902 from 15,110
Change+6,792 (+45%)
Value$726.3K (+$160.3K)
Filed 2026-11-04
Mission Wealth Management, LP
INCREASED
Shares21,457 from 18,096
Change+3,361 (+19%)
Value$782.1K (+$104.2K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares21,368 from 503
Change+20,865 (+4148%)
Value$778.9K (+$760.0K)
Filed 2026-11-06
BNB Wealth Management, LLC
INCREASED
Shares20,919 from 19,286
Change+1,633 (+8%)
Value$762.5K (+$40.0K)
Filed 2026-10-28
Saxony Capital Management, LLC
INCREASED
Shares20,880 from 20,178
Change+702 (+3%)
Value$761.1K (+$5.2K)
Filed 2026-10-15
Inspirion Wealth Advisors, LLC
INCREASED
Shares19,230 from 13,970
Change+5,260 (+38%)
Value$700.9K (+$190.2K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares19,191
Change+19,191
Value$699.5K
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares18,691 from 13,606
Change+5,085 (+37%)
Value$681.3K (+$171.6K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares18,398 from 17,182
Change+1,216 (+7%)
Value$645.4K (+$39.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares18,398 from 17,182
Change+1,216 (+7%)
Value$645.4K (+$39.7K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares17,852 from 14,420
Change+3,432 (+24%)
Value$650.7K (+$110.5K)
Filed 2026-10-23
Junk Investment Group, LLC
INCREASED
Shares17,360 from 15,291
Change+2,069 (+14%)
Value$632.8K (+$60.0K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares17,185 from 16,350
Change+835 (+5%)
Value$626.4K (+$13.9K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares17,153 from 15,821
Change+1,332 (+8%)
Value$625.2K (+$32.6K)
Filed 2026-10-08
Financial Partners Group, Inc
DECREASED
Shares16,912 from 17,226
Change-314 (-2%)
Value$616.4K (-$28.8K)
Filed 2026-10-19
William Mack & Associates, Inc.
UNCHANGED
Shares16,907 from 16,907
Change0 (0%)
Value$616.3K (-$17.1K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares16,390
Change+16,390
Value$597.4K
Filed 2026-10-27
Lantern Wealth Advisors, LLC
INCREASED
Shares15,371 from 15,091
Change+280 (+2%)
Value$560.3K (-$5.0K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares13,672 from 12,245
Change+1,427 (+12%)
Value$498.4K (+$39.6K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
INCREASED
Shares13,654 from 12,700
Change+954 (+8%)
Value$497.0K (+$23.0K)
Filed 2026-10-26
Tempus Wealth Planning, LLC
INCREASED
Shares13,206 from 12,987
Change+219 (+2%)
Value$481.3K (-$5.1K)
Filed 2026-10-14
Center For Asset Management LLC
NEW
Shares12,905
Change+12,905
Value$470.4K
Filed 2026-10-16
J.W. Cole Advisors, Inc.
NEW
Shares12,184
Change+12,184
Value$444.1K
Filed 2026-11-05
Main Line Retirement Advisors, LLC
UNCHANGED
Shares12,026 from 12,026
Change0 (0%)
Value$438.4K (-$12.1K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
NEW
Shares11,236
Change+11,236
Value$409.6K
Filed 2026-10-23
Silver OAK Securities, Incorporated
INCREASED
Shares10,792 from 8,911
Change+1,881 (+21%)
Value$351.3K (+$17.5K)
Filed 2026-11-09
Balboa Wealth Partners
INCREASED
Shares10,453 from 9,344
Change+1,109 (+12%)
Value$381.0K (+$31.0K)
Filed 2026-10-20
Lincoln Capital LLC
NEW
Shares9,805
Change+9,805
Value$357.5K
Filed 2026-10-09
Eagle Rock Investment Company, LLC
INCREASED
Shares9,796 from 9,097
Change+699 (+8%)
Value$357.1K (+$16.3K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares9,426 from 7,530
Change+1,896 (+25%)
Value$343.6K (+$61.5K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares9,210 from 8,922
Change+288 (+3%)
Value$335.7K (+$1.5K)
Filed 2026-11-05
Trinity Wealth Management, LLC
NEW
Shares9,053
Change+9,053
Value$330.0K
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares8,982 from 8,962
Change+20 (+0%)
Value$327.4K (-$8.3K)
Filed 2026-10-30
CLG LLC
INCREASED
Shares8,897 from 5,535
Change+3,362 (+61%)
Value$324.3K (+$117.0K)
Filed 2026-10-13
MCF Advisors LLC
UNCHANGED
Shares8,613 from 8,613
Change0 (0%)
Value$313.9K (-$8.7K)
Filed 2026-10-28
Roman Butler Fullerton & Co
NEW
Shares8,412
Change+8,412
Value$292.3K
Filed 2026-10-27
Canandaigua National Trust Co of Florida
NEW
Shares8,306
Change+8,306
Value$302.8K
Filed 2026-10-07
Isthmus Partners, LLC
NEW
Shares8,216
Change+8,216
Value$299.5K
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares7,929 from 8,364
Change-435 (-5%)
Value$289.0K (-$24.3K)
Filed 2026-10-20
Colonial River Investments, LLC
NEW
Shares7,515
Change+7,515
Value$273.9K
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares7,257 from 295
Change+6,962 (+2360%)
Value$264.5K (+$253.5K)
Filed 2026-10-29
Merited Wealth, LLC
DECREASED
Shares6,963 from 11,506
Change-4,543 (-39%)
Value$253.8K (-$177.2K)
Filed 2026-10-13
Stephenson & Company, Inc.
NEW
Shares6,949
Change+6,949
Value$253.3K
Filed 2026-10-30
Avaii Wealth Management, LLC
INCREASED
Shares6,499 from 6,359
Change+140 (+2%)
Value$239.7K (+$1.5K)
Filed 2026-10-09
Focused Alpha, LLC
INCREASED
Shares6,379 from 5,836
Change+543 (+9%)
Value$232.5K (+$13.9K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares6,375 from 27,596
Change-21,221 (-77%)
Value$232.4K (-$801.4K)
Filed 2026-10-08
NWF Advisory Services Inc.
UNCHANGED
Shares6,112 from 6,112
Change0 (0%)
Value$222.8K (-$6.2K)
Filed 2026-10-19
Landaas & Co
INCREASED
Shares5,964 from 5,400
Change+564 (+10%)
Value$217.4K (+$15.1K)
Filed 2026-10-29
Nwam LLC
NEW
Shares5,953
Change+5,953
Value$217.0K
Filed 2026-11-09
Victory Financial Group, LLC
NEW
Shares5,808
Change+5,808
Value$211.7K
Filed 2026-10-27
Fortress Financial Group, LLC
DECREASED
Shares5,739 from 5,950
Change-211 (-4%)
Value$209.2K (-$13.7K)
Filed 2026-10-21
Carson Advisory Inc.
NEW
Shares5,705
Change+5,705
Value$207.9K
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares3,464
Change+3,464
Value$126.3K
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares3,225 from 632
Change+2,593 (+410%)
Value$117.6K (+$93.9K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares2,413 from 2,266
Change+147 (+6%)
Value$88.0K (+$3.1K)
Filed 2026-11-04
Richardson Capital Management LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$76.5K (-$2.1K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares1,670 from 185
Change+1,485 (+803%)
Value$60.9K (+$53.9K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares1,566 from 800
Change+766 (+96%)
Value$57.1K (+$27.1K)
Filed 2026-11-05
James T. Borello RIA
NEW
Shares996
Change+996
Value$36.3K
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares936 from 798
Change+138 (+17%)
Value$34.1K (+$4.2K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares878
Change+878
Value$32.0K
Filed 2026-10-30
Russell Investments Group, Ltd.
NEW
Shares806
Change+806
Value$29.4K
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$21.5K ($0)
Filed 2026-11-06
UMB Private Wealth Management, LLC
NEW
Shares539
Change+539
Value$19.6K
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$15.4K (-$426)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares397 from 283
Change+114 (+40%)
Value$14.5K (+$3.9K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares395 from 374
Change+21 (+6%)
Value$14.4K (+$387)
Filed 2026-11-05
Nuveen, LLC
NEW
Shares318
Change+318
Value$11.7K
Filed 2026-11-10
Trust Co of Toledo NA
NEW
Shares248
Change+248
Value$9.0K
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares244
Change+244
Value$8.9K
Filed 2026-10-21
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$5.8K (-$162)
Filed 2026-11-09
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5 (-$1)
Filed 2026-11-04
RMG Wealth Management LLC
NEW
Shares133
Change+133
Value$4.5K
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares85 from 80
Change+5 (+6%)
Value$3.1K (+$101)
Filed 2026-10-08
IAG Wealth Partners, LLC
NEW
Shares56
Change+56
Value$2.0K
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.9K (-$52)
Filed 2026-11-05
Parallel Advisors, LLC
NEW
Shares20
Change+20
Value$729
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$219 (+$69)
Filed 2026-10-28
Sigma Planning Corp
CLOSED
Shares0 from 6,995
Change-6,995 (-100%)
Value$0 (-$262.0K)
Filed 2026-10-23
Realta Investment Advisors
CLOSED
Shares0 from 6,316
Change-6,316 (-100%)
Value$0 (-$236.6K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-15
RHL Group, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$666)
Filed 2026-11-04
Key FInancial Inc
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$674)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 5,377,346
Change-5,377,346 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,074,362
Change-4,074,362 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,880,847
Change-3,880,847 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 3,657,623
Change-3,657,623 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,304,930
Change-3,304,930 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,875,984
Change-2,875,984 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,578,663
Change-1,578,663 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,481,536
Change-1,481,536 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,065,080
Change-1,065,080 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 956,911
Change-956,911 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 926,273
Change-926,273 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 795,666
Change-795,666 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 769,367
Change-769,367 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 751,258
Change-751,258 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 722,533
Change-722,533 (-100%)
Value—
UBS Group AG
N/A
Shares— from 669,558
Change-669,558 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 558,863
Change-558,863 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 519,389
Change-519,389 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 508,549
Change-508,549 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 484,885
Change-484,885 (-100%)
Value—
&partners
N/A
Shares— from 461,393
Change-461,393 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 364,909
Change-364,909 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 309,207
Change-309,207 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 305,557
Change-305,557 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 288,762
Change-288,762 (-100%)
Value—
Stephens Inc
N/A
Shares— from 265,986
Change-265,986 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 235,595
Change-235,595 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 226,605
Change-226,605 (-100%)
Value—
EWA, LLC
N/A
Shares— from 201,323
Change-201,323 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 199,428
Change-199,428 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 189,312
Change-189,312 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 140,988
Change-140,988 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 136,529
Change-136,529 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 129,957
Change-129,957 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 120,567
Change-120,567 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 110,632
Change-110,632 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 109,227
Change-109,227 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 102,713
Change-102,713 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 98,233
Change-98,233 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 97,307
Change-97,307 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 95,741
Change-95,741 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 94,442
Change-94,442 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 89,363
Change-89,363 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 87,601
Change-87,601 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 87,573
Change-87,573 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 85,378
Change-85,378 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 72,298
Change-72,298 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 63,070
Change-63,070 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 59,077
Change-59,077 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 58,389
Change-58,389 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 48,366
Change-48,366 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 48,113
Change-48,113 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 46,483
Change-46,483 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 44,084
Change-44,084 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 41,451
Change-41,451 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,958
Change-40,958 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,702
Change-37,702 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 32,080
Change-32,080 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 31,320
Change-31,320 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 29,340
Change-29,340 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 29,101
Change-29,101 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 28,594
Change-28,594 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,116
Change-26,116 (-100%)
Value—
Towle & Co
N/A
Shares— from 23,463
Change-23,463 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,073
Change-22,073 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,667
Change-20,667 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 19,524
Change-19,524 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,378
Change-19,378 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 18,698
Change-18,698 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,033
Change-18,033 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 17,630
Change-17,630 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 16,983
Change-16,983 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,524
Change-15,524 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,914
Change-14,914 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,733
Change-14,733 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,119
Change-14,119 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 12,189
Change-12,189 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 10,519
Change-10,519 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 7,423
Change-7,423 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 5,573
Change-5,573 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 82
Change-82 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
LPL Financial LLC
INCREASED10,101,1428,814,822+1,286,320+15%$330.2M$368.2M+$38.0M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,228,1491,076,909+151,240+14%$40.3M$44.8M+$4.4M2026-11-02
Bank of New York Mellon Corp
INCREASED1,135,4081,120,083+15,325+1%$42.0M$41.4M-$572.7K2026-11-05
Confluence Wealth Services, Inc.
INCREASED1,001,776663,785+337,991+51%$24.9M$36.5M+$11.7M2026-11-05
Assetmark, Inc
INCREASED895,345621,294+274,051+44%$23.3M$32.6M+$9.4M2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED631,764628,204+3,560+1%$23.5M$23.0M-$504.7K2026-10-22
Merit Financial Group, LLC
INCREASED569,584557,268+12,316+2%$20.9M$20.8M-$113.9K2026-11-06
Petredis Investment Advisors LLC
INCREASED525,415513,997+11,418+2%$19.3M$19.2M-$103.0K2026-10-20
Johnson Bixby & Associates, LLC
INCREASED510,174499,265+10,909+2%$18.7M$18.6M-$106.6K2026-10-14
Presper Financial Architects, LLC
INCREASED475,268473,897+1,371+0%$17.8M$17.3M-$428.7K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED471,215400,252+70,963+18%$15.0M$17.2M+$2.2M2026-11-02
First Pacific Financial
NEW446,993—+446,993——$16.3M—2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED355,368337,820+17,548+5%$12.4M$12.9M+$456.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED327,961307,935+20,026+7%$11.5M$12.0M+$418.9K2026-10-16
KWB Wealth
NEW318,875—+318,875——$11.6M—2026-10-16
Valmark Advisers, Inc.
INCREASED312,273135,950+176,323+130%$5.1M$11.4M+$6.3M2026-11-06
SilverOak Wealth Management LLC
INCREASED304,012300,157+3,855+1%$11.2M$11.1M-$162.6K2026-10-29
HighTower Advisors, LLC
DECREASED299,386300,495-1,1090%$11.3M$10.9M-$343.9K2026-11-10
Quadcap Wealth Management, LLC
INCREASED298,020281,070+16,950+6%$10.5M$10.9M+$333.9K2026-11-02
Truist Financial Corp
INCREASED270,613236,331+34,282+15%$8.9M$9.9M+$1.0M2026-10-30
Sentinel Advisory Group, LLC
INCREASED255,354251,196+4,158+2%$9.4M$9.3M-$102.2K2026-10-20
Lincoln Capital Corp
DECREASED242,359242,499-1400%$9.1M$8.8M-$250.0K2026-10-13
Code Waechter LLC
INCREASED241,096168,168+72,928+43%$6.3M$8.8M+$2.5M2026-10-23
Armor Investment Advisors, LLC
INCREASED232,414224,769+7,645+3%$8.4M$8.5M+$51.6K2026-10-27
Souders Financial Advisors
INCREASED211,156200,363+10,793+5%$7.5M$7.7M+$191.0K2026-11-03
Atria Investments, Inc
INCREASED207,761204,064+3,697+2%$7.6M$7.6M-$71.3K2026-10-15
Aprio Wealth Management, LLC
INCREASED204,869199,059+5,810+3%$7.5M$7.5M+$10.7K2026-10-28
Ergawealth Advisors, Inc.
INCREASED177,580176,253+1,327+1%$6.6M$6.5M-$129.6K2026-10-21
Kestra Advisory Services, LLC
INCREASED173,272123,917+49,355+40%$4.6M$6.3M+$1.7M2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED171,111146,573+24,538+17%$5.5M$6.2M+$746.4K2026-11-03
Cullen T Bankers, Inc.
INCREASED164,020114,045+49,975+44%$4.3M$6.0M+$1.7M2026-10-28
Eagle Bay Advisors LLC
DECREASED147,715150,172-2,457-2%$5.6M$5.4M-$241.2K2026-10-16
NewCorp Financial Services, Inc.
DECREASED142,098144,155-2,057-1%$5.4M$5.2M-$220.6K2026-10-14
CRA Financial Services, LLC
INCREASED138,834129,750+9,084+7%$4.9M$5.1M+$200.1K2026-10-16
Equity Wealth Partners, LLC
INCREASED138,080114,173+23,907+21%$4.3M$5.0M+$756.1K2026-10-26
Lantz Financial LLC
INCREASED132,910127,387+5,523+4%$4.8M$4.8M+$72.7K2026-10-15
Cambridge Capital Management, LLC
INCREASED129,97978,681+51,298+65%$2.9M$4.7M+$1.8M2026-10-19
NavPoint Financial, Inc.
INCREASED127,821116,229+11,592+10%$4.4M$4.7M+$305.2K2026-10-21
Strategic Blueprint, LLC
INCREASED126,846124,113+2,733+2%$4.6M$4.6M-$25.7K2026-10-22
Stonebridge Financial Group, LLC
INCREASED116,962108,734+8,228+8%$4.1M$4.3M+$190.1K2026-10-01
Founders Financial Securities LLC
INCREASED109,60187,453+22,148+25%$3.3M$4.0M+$719.0K2026-10-28
Western Wealth Management, LLC
INCREASED100,45297,959+2,493+3%$3.7M$3.7M-$8.1K2026-11-09
Harbour Investments, Inc.
DECREASED90,202121,511-31,309-26%$4.6M$3.3M-$1.3M2026-11-09
Nations Financial Group Inc,
DECREASED90,06891,044-976-1%$3.4M$3.3M-$127.5K2026-11-05
Armstrong, Fleming & Moore, Inc
DECREASED84,39185,002-611-1%$3.2M$3.1M-$108.1K2026-10-28
National Wealth Management Group, LLC
DECREASED83,567120,375-36,808-31%$4.5M$3.0M-$1.5M2026-10-26
Selby Wealth Management, LLC
INCREASED83,47681,448+2,028+2%$3.1M$3.0M-$8.3K2026-10-16
Dmkc Advisory Services, LLC
DECREASED83,095110,126-27,031-25%$4.1M$3.0M-$1.1M2026-11-04
Lineweaver Wealth Advisors, LLC
INCREASED78,94973,574+5,375+7%$2.8M$2.9M+$121.6K2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED76,41578,854-2,439-3%$3.0M$2.8M-$168.5K2026-10-06
Independent Financial Group, LLC
INCREASED76,13366,283+9,850+15%$2.5M$2.8M+$292.1K2026-10-13
Cypress Point Wealth Management, LLC
INCREASED75,21257,930+17,282+30%$2.2M$2.7M+$571.4K2026-11-03
Acorn Wealth Advisors, LLC
INCREASED72,68464,491+8,193+13%$2.4M$2.6M+$233.5K2026-10-19
Clear Creek Financial Management, LLC
INCREASED71,65768,880+2,777+4%$2.6M$2.6M+$31.7K2026-10-28
Stablepoint Partners, LLC
INCREASED71,60552,905+18,700+35%$2.0M$2.6M+$628.2K2026-11-03
Bfsg, LLC
INCREASED65,57856,935+8,643+15%$2.1M$2.4M+$257.5K2026-10-30
RFG Advisory, LLC
INCREASED63,65563,039+616+1%$2.4M$2.3M-$41.2K2026-11-03
Great Valley Advisor Group, Inc.
INCREASED61,64241,437+20,205+49%$1.6M$2.2M+$694.8K2026-11-09
Park Avenue Securities LLC
INCREASED56,32835,064+21,264+61%$1.3M$2.1M+$740.0K2026-10-26
Mendel Money Management
DECREASED55,43356,185-752-1%$2.1M$2.0M-$84.2K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED54,06721,369+32,698+153%$800.5K$2.0M+$1.2M2026-10-13
Boyer Financial Services, Inc.
DECREASED53,11768,401-15,284-22%$2.5M$1.9M-$536.6K2026-10-23
A&I Financial Services, LLC
INCREASED52,57047,968+4,602+10%$1.8M$1.9M+$119.3K2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED49,99949,654+345+1%$1.9M$1.8M-$37.6K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED49,71445,874+3,840+8%$1.7M$1.8M+$93.6K2026-10-22
Venture Visionary Partners LLC
INCREASED49,09842,967+6,131+14%$1.6M$1.8M+$180.1K2026-10-07
PFG Advisors
INCREASED47,92044,640+3,280+7%$1.7M$1.7M+$74.4K2026-10-16
Claro Advisors Inc.
INCREASED47,24442,703+4,541+11%$1.6M$1.7M+$122.4K2026-11-02
IFG Advisory, LLC
INCREASED46,82743,282+3,545+8%$1.6M$1.7M+$85.5K2026-11-09
LongView Wealth Management
INCREASED43,42434,193+9,231+27%$1.3M$1.6M+$301.9K2026-10-19
Pines Wealth Management, LLC
DECREASED43,36044,294-934-2%$1.7M$1.6M-$78.8K2026-10-21
Heritage Wealth Management, Inc.
INCREASED42,78925,381+17,408+69%$950.8K$1.6M+$608.9K2026-10-28
IFP Advisors, Inc
INCREASED36,8951,512+35,383+2340%$56.6K$1.3M+$1.3M2026-10-16
Cornerstone Wealth Management, LLC
INCREASED36,75731,015+5,742+19%$1.2M$1.3M+$178.0K2026-11-04
Geneos Wealth Management Inc.
INCREASED34,82329,551+5,272+18%$1.1M$1.3M+$162.3K2026-11-09
Vise Technologies, Inc.
INCREASED33,85427,862+5,992+22%$1.0M$1.2M+$190.3K2026-10-29
Intrinsic Value Partners, LLC
INCREASED33,45533,055+400+1%$1.2M$1.2M-$18.8K2026-11-09
Capital Investment Advisory Services, LLC
INCREASED32,87426,295+6,579+25%$985.0K$1.2M+$214.5K2026-10-30
HB Wealth Management, LLC
INCREASED32,50628,175+4,331+15%$1.1M$1.2M+$129.4K2026-10-23
Motco
NEW32,137—+32,137——$1.2M—2026-11-09
HighPoint Advisor Group LLC
INCREASED31,67725,569+6,108+24%$957.8K$1.2M+$196.8K2026-11-09
Transcendent Capital Group LLC
INCREASED31,56026,272+5,288+20%$984.2K$1.2M+$166.2K2026-10-28
Sovran Advisors, LLC
INCREASED31,48129,734+1,747+6%$1.0M$1.1M+$37.4K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED31,06334,350-3,287-10%$1.3M$1.1M-$154.5K2026-10-13
Michael Brady & Co., LLC
INCREASED30,97125,915+5,056+20%$970.8K$1.1M+$158.1K2026-10-23
Florida Financial Advisors, LLC
INCREASED30,63920,896+9,743+47%$782.8K$1.1M+$334.0K2026-11-09
BlueChip Wealth Advisors LLC
DECREASED29,48630,229-743-2%$1.1M$1.1M-$57.6K2026-11-03
Sard Wealth Management Group, LLC
INCREASED28,12719,812+8,315+42%$742.2K$1.0M+$283.1K2026-10-16
Lodestone Wealth Management LLC
DECREASED28,01128,494-483-2%$1.1M$1.0M-$46.4K2026-10-14
True Blue Financial, LLC
DECREASED27,62528,941-1,316-5%$1.1M$1.0M-$77.2K2026-10-15
Nova R Wealth, Inc.
INCREASED27,16720,358+6,809+33%$762.6K$990.2K+$227.6K2026-10-26
Wealthcare Advisory Partners LLC
NEW27,090—+27,090——$987.4K—2026-10-21
Blueprint Investment Partners LLC
INCREASED26,95826,362+596+2%$987.5K$982.6K-$4.9K2026-10-28
Blueprint Financial Advisors LLC
INCREASED26,95826,362+596+2%$987.5K$982.6K-$4.9K2026-10-28
ERn Financial, LLC
INCREASED26,39624,741+1,655+7%$926.8K$962.1K+$35.3K2026-10-28
Clearview Wealth Management LLC
INCREASED26,36225,031+1,331+5%$937.7K$949.3K+$11.6K2026-10-16
Security Financial Services, Inc.
INCREASED25,94824,777+1,171+5%$928.2K$945.8K+$17.6K2026-10-29
Koshinski Asset Management, Inc.
INCREASED25,15124,878+273+1%$931.9K$916.8K-$15.2K2026-10-29
Endeavor Private Wealth, Inc.
DECREASED25,01925,096-770%$940.1K$911.9K-$28.2K2026-11-05
Pennsylvania Capital Management Inc
INCREASED24,34814,880+9,468+64%$557.4K$887.5K+$330.1K2026-11-05
Quantum Financial Partners LLC
UNCHANGED23,51523,51500%$880.9K$857.1K-$23.8K2026-10-19
Prospera Financial Services Inc
INCREASED21,90215,110+6,792+45%$566.0K$726.3K+$160.3K2026-11-04
Mission Wealth Management, LP
INCREASED21,45718,096+3,361+19%$677.9K$782.1K+$104.2K2026-10-15
PNC Financial Services Group, Inc.
INCREASED21,368503+20,865+4148%$18.8K$778.9K+$760.0K2026-11-06
BNB Wealth Management, LLC
INCREASED20,91919,286+1,633+8%$722.5K$762.5K+$40.0K2026-10-28
Saxony Capital Management, LLC
INCREASED20,88020,178+702+3%$755.9K$761.1K+$5.2K2026-10-15
Inspirion Wealth Advisors, LLC
INCREASED19,23013,970+5,260+38%$510.7K$700.9K+$190.2K2026-10-09
Ascentis Independent Advisors
NEW19,191—+19,191——$699.5K—2026-11-03
Birchwood Financial Partners, Inc.
INCREASED18,69113,606+5,085+37%$509.7K$681.3K+$171.6K2026-11-02
Diversify Advisory Services, LLC
INCREASED18,39817,182+1,216+7%$605.7K$645.4K+$39.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED18,39817,182+1,216+7%$605.7K$645.4K+$39.7K2026-10-20
Apollon Wealth Management, LLC
INCREASED17,85214,420+3,432+24%$540.2K$650.7K+$110.5K2026-10-23
Junk Investment Group, LLC
INCREASED17,36015,291+2,069+14%$572.8K$632.8K+$60.0K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED17,18516,350+835+5%$612.5K$626.4K+$13.9K2026-10-20
First Heartland Consultants, Inc.
INCREASED17,15315,821+1,332+8%$592.6K$625.2K+$32.6K2026-10-08
Financial Partners Group, Inc
DECREASED16,91217,226-314-2%$645.3K$616.4K-$28.8K2026-10-19
William Mack & Associates, Inc.
UNCHANGED16,90716,90700%$633.3K$616.3K-$17.1K2026-10-27
Latitude Advisors, LLC
NEW16,390—+16,390——$597.4K—2026-10-27
Lantern Wealth Advisors, LLC
INCREASED15,37115,091+280+2%$565.3K$560.3K-$5.0K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED13,67212,245+1,427+12%$458.7K$498.4K+$39.6K2026-10-26
Hunter Associates Investment Management LLC
INCREASED13,65412,700+954+8%$474.0K$497.0K+$23.0K2026-10-26
Tempus Wealth Planning, LLC
INCREASED13,20612,987+219+2%$486.5K$481.3K-$5.1K2026-10-14
Center For Asset Management LLC
NEW12,905—+12,905——$470.4K—2026-10-16
J.W. Cole Advisors, Inc.
NEW12,184—+12,184——$444.1K—2026-11-05
Main Line Retirement Advisors, LLC
UNCHANGED12,02612,02600%$450.5K$438.4K-$12.1K2026-10-14
Kingswood Wealth Advisors, LLC
NEW11,236—+11,236——$409.6K—2026-10-23
Silver OAK Securities, Incorporated
INCREASED10,7928,911+1,881+21%$333.8K$351.3K+$17.5K2026-11-09
Balboa Wealth Partners
INCREASED10,4539,344+1,109+12%$350.0K$381.0K+$31.0K2026-10-20
Lincoln Capital LLC
NEW9,805—+9,805——$357.5K—2026-10-09
Eagle Rock Investment Company, LLC
INCREASED9,7969,097+699+8%$340.8K$357.1K+$16.3K2026-10-21
Visionary Wealth Advisors
INCREASED9,4267,530+1,896+25%$282.1K$343.6K+$61.5K2026-11-04
Fifth Third Bancorp
INCREASED9,2108,922+288+3%$334.2K$335.7K+$1.5K2026-11-05
Trinity Wealth Management, LLC
NEW9,053—+9,053——$330.0K—2026-10-13
Spire Wealth Management
INCREASED8,9828,962+20+0%$335.7K$327.4K-$8.3K2026-10-30
CLG LLC
INCREASED8,8975,535+3,362+61%$207.4K$324.3K+$117.0K2026-10-13
MCF Advisors LLC
UNCHANGED8,6138,61300%$322.6K$313.9K-$8.7K2026-10-28
Roman Butler Fullerton & Co
NEW8,412—+8,412——$292.3K—2026-10-27
Canandaigua National Trust Co of Florida
NEW8,306—+8,306——$302.8K—2026-10-07
Isthmus Partners, LLC
NEW8,216—+8,216——$299.5K—2026-10-21
Private Trust Co NA
DECREASED7,9298,364-435-5%$313.3K$289.0K-$24.3K2026-10-20
Colonial River Investments, LLC
NEW7,515—+7,515——$273.9K—2026-10-19
Signature Equity Partners, LLC
INCREASED7,257295+6,962+2360%$11.1K$264.5K+$253.5K2026-10-29
Merited Wealth, LLC
DECREASED6,96311,506-4,543-39%$431.0K$253.8K-$177.2K2026-10-13
Stephenson & Company, Inc.
NEW6,949—+6,949——$253.3K—2026-10-30
Avaii Wealth Management, LLC
INCREASED6,4996,359+140+2%$238.2K$239.7K+$1.5K2026-10-09
Focused Alpha, LLC
INCREASED6,3795,836+543+9%$218.6K$232.5K+$13.9K2026-10-20
Farther Finance Advisors, LLC
DECREASED6,37527,596-21,221-77%$1.0M$232.4K-$801.4K2026-10-08
NWF Advisory Services Inc.
UNCHANGED6,1126,11200%$229.0K$222.8K-$6.2K2026-10-19
Landaas & Co
INCREASED5,9645,400+564+10%$202.3K$217.4K+$15.1K2026-10-29
Nwam LLC
NEW5,953—+5,953——$217.0K—2026-11-09
Victory Financial Group, LLC
NEW5,808—+5,808——$211.7K—2026-10-27
Fortress Financial Group, LLC
DECREASED5,7395,950-211-4%$222.9K$209.2K-$13.7K2026-10-21
Carson Advisory Inc.
NEW5,705—+5,705——$207.9K—2026-11-06
Jacobi Capital Management LLC
NEW3,464—+3,464——$126.3K—2026-11-05
Cape Investment Advisory, Inc.
INCREASED3,225632+2,593+410%$23.7K$117.6K+$93.9K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED2,4132,266+147+6%$84.9K$88.0K+$3.1K2026-11-04
Richardson Capital Management LLC
UNCHANGED2,1002,10000%$78.7K$76.5K-$2.1K2026-10-23
Creative Financial Designs Inc
INCREASED1,670185+1,485+803%$6.9K$60.9K+$53.9K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED1,566800+766+96%$30.0K$57.1K+$27.1K2026-11-05
James T. Borello RIA
NEW996—+996——$36.3K—2026-10-16
Rossby Financial, LCC
INCREASED936798+138+17%$29.9K$34.1K+$4.2K2026-11-05
Provenance Wealth Advisors, LLC
NEW878—+878——$32.0K—2026-10-30
Russell Investments Group, Ltd.
NEW806—+806——$29.4K—2026-11-06
Allworth Financial LP
UNCHANGED57457400%$21.5K$21.5K$02026-11-06
UMB Private Wealth Management, LLC
NEW539—+539——$19.6K—2026-10-19
Financial Perspectives, Inc
UNCHANGED42242200%$15.8K$15.4K-$4262026-11-03
Lanark Financial, Inc.
INCREASED397283+114+40%$10.6K$14.5K+$3.9K2026-10-26
US Bancorp \de\
INCREASED395374+21+6%$14.0K$14.4K+$3872026-11-05
Nuveen, LLC
NEW318—+318——$11.7K—2026-11-10
Trust Co of Toledo NA
NEW248—+248——$9.0K—2026-10-16
Root Financial Partners, LLC
NEW244—+244——$8.9K—2026-10-21
Greykasell Wealth Strategies, Inc.
UNCHANGED16016000%$6.0K$5.8K-$1622026-11-09
Hazlett, Burt & Watson, Inc.
UNCHANGED15015000%$6$5-$12026-11-04
RMG Wealth Management LLC
NEW133—+133——$4.5K—2026-10-26
CoreCap Advisors, LLC
INCREASED8580+5+6%$3.0K$3.1K+$1012026-10-08
IAG Wealth Partners, LLC
NEW56—+56——$2.0K—2026-11-06
Central Trust Co
UNCHANGED515100%$1.9K$1.9K-$522026-11-05
Parallel Advisors, LLC
NEW20—+20——$729—2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED64+2+50%$150$219+$692026-10-28
Sigma Planning Corp
CLOSED06,995-6,995-100%$262.0K$0-$262.0K2026-10-23
Realta Investment Advisors
CLOSED06,316-6,316-100%$236.6K$0-$236.6K2026-10-14
AdvisorNet Financial, Inc
CLOSED0104-104-100%$3.9K$0-$3.9K2026-10-15
RHL Group, LLC
CLOSED018-18-100%$666$0-$6662026-11-04
Key FInancial Inc
CLOSED018-18-100%$674$0-$6742026-11-02
Envestnet Asset Management Inc
N/A—5,377,346-5,377,346-100%$201.4M———
Northwestern Mutual Wealth Management Co
N/A—4,074,362-4,074,362-100%$152.6M———
Wells Fargo & Company
N/A—3,880,847-3,880,847-100%$145.4M———
Capital Group Private Client Services, Inc.
N/A—3,657,623-3,657,623-100%$137.0M———
Raymond James Financial Inc
N/A—3,304,930-3,304,930-100%$123.8M———
Cetera Investment Advisers
N/A—2,875,984-2,875,984-100%$107.7M———
Benjamin Edwards Inc
N/A—1,578,663-1,578,663-100%$59.1M———
Bank of America Corp
N/A—1,481,536-1,481,536-100%$55.5M———
Osaic Holdings, Inc.
N/A—1,065,080-1,065,080-100%$39.9M———
MML Investors Services, LLC
N/A—956,911-956,911-100%$35.8M———
Jones Financial Companies Lllp
N/A—926,273-926,273-100%$33.8M———
NewEdge Advisors, LLC
N/A—795,666-795,666-100%$29.8M———
Stifel Financial Corp
N/A—769,367-769,367-100%$28.8M———
Royal Bank of Canada
N/A—751,258-751,258-100%$28.1M———
Captrust Financial Advisors
N/A—722,533-722,533-100%$27.1M———
UBS Group AG
N/A—669,558-669,558-100%$25.1M———
Waverly Advisors, LLC
N/A—558,863-558,863-100%$20.9M———
Capital Analysts, LLC
N/A—519,389-519,389-100%$19.5M———
Baird Financial Group, Inc.
N/A—508,549-508,549-100%$19.1M———
Janney Montgomery Scott LLC
N/A—484,885-484,885-100%$18.2M———
&partners
N/A—461,393-461,393-100%$17.3M———
Private Advisor Group, LLC
N/A—364,909-364,909-100%$13.7M———
Beacon Pointe Advisors, LLC
N/A—309,207-309,207-100%$11.6M———
Rockefeller Capital Management L.P.
N/A—305,557-305,557-100%$11.4M———
Compton Financial Group, LLC
N/A—288,762-288,762-100%$10.8M———
Stephens Inc
N/A—265,986-265,986-100%$10.0M———
Orion Porfolio Solutions, LLC
N/A—235,595-235,595-100%$8.8M———
Natixis Advisors, LLC
N/A—226,605-226,605-100%$8.5M———
EWA, LLC
N/A—201,323-201,323-100%$7.5M———
Steward Partners Investment Advisory, LLC
N/A—199,428-199,428-100%$7.5M———
Vestmark Advisory Solutions, Inc.
N/A—189,312-189,312-100%$7.1M———
GTS Securities LLC
N/A—140,988-140,988-100%$5.3M———
Peapack Gladstone Financial Corp
N/A—136,529-136,529-100%$5.1M———
Bleakley Financial Group, LLC
N/A—129,957-129,957-100%$4.9M———
Susquehanna International Group, LLP
N/A—120,567-120,567-100%$4.5M———
Mutual Advisors, LLC
N/A—110,632-110,632-100%$4.1M———
Continuum Advisory, LLC
N/A—109,227-109,227-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—102,713-102,713-100%$3.8M———
Arax Advisory Partners
N/A—98,233-98,233-100%$3.7M———
Perennial Investment Advisors, LLC
N/A—97,307-97,307-100%$3.6M———
Smartleaf Asset Management LLC
N/A—95,741-95,741-100%$3.5M———
Gateway Wealth Partners, LLC
N/A—94,442-94,442-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—89,363-89,363-100%$3.3M———
Envestnet Portfolio Solutions, Inc.
N/A—87,601-87,601-100%$3.3M———
Evergreen Wealth Partners LLC
N/A—87,573-87,573-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—85,378-85,378-100%$3.2M———
Rothschild Investment LLC
N/A—72,298-72,298-100%$2.7M———
McNamara Financial Services, Inc.
N/A—63,070-63,070-100%$2.4M———
Cary Street Partners Financial LLC
N/A—59,077-59,077-100%$2.2M———
Principal Securities, Inc.
N/A—58,389-58,389-100%$2.2M———
Equitable Holdings, Inc.
N/A—48,366-48,366-100%$1.8M———
Beta Wealth Group, Inc.
N/A—48,113-48,113-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—46,483-46,483-100%$1.7M———
Global Retirement Partners, LLC
N/A—44,084-44,084-100%$1.7M———
IHT Wealth Management, LLC
N/A—41,451-41,451-100%$1.6M———
Advisory Services Network, LLC
N/A—40,958-40,958-100%$1.5M———
Mariner, LLC
N/A—37,702-37,702-100%$1.4M———
EQ Wealth Advisors, LLC
N/A—32,080-32,080-100%$1.2M———
Hopwood Nicholas Hunter
N/A—31,320-31,320-100%$1.2M———
LaSalle St. Investment Advisors, LLC
N/A—29,340-29,340-100%$1.1M———
Beckerman Institutional, LLC
N/A—29,101-29,101-100%$1.1M———
UBS Asset Management Americas LLC
N/A—28,594-28,594-100%$1.1M———
World Investment Advisors
N/A—26,116-26,116-100%$825.7K———
Towle & Co
N/A—23,463-23,463-100%$878.9K———
Ameritas Advisory Services, LLC
N/A—22,073-22,073-100%$826.9K———
Goldman Sachs Group Inc
N/A—20,667-20,667-100%$774.2K———
MAI Capital Management
N/A—19,524-19,524-100%$731.4K———
Advyzon Investment Management, LLC
N/A—19,378-19,378-100%$725.9K———
Sittner & Nelson, LLC
N/A—18,698-18,698-100%$700.4K———
Sanctuary Advisors, LLC
N/A—18,033-18,033-100%$675.5K———
Kintra Wealth, LLC
N/A—17,630-17,630-100%$650.7K———
Vantus Wealth LLC
N/A—16,983-16,983-100%$636.2K———
AQR Capital Management LLC
N/A—15,524-15,524-100%$581.5K———
BFC Planning, Inc.
N/A—14,914-14,914-100%$558.7K———
Betterment LLC
N/A—14,733-14,733-100%$552.0K———
Regal Investment Advisors LLC
N/A—14,119-14,119-100%$528.9K———
Capital Investment Management, Inc.
N/A—12,189-12,189-100%$456.6K———
Marshall Wace, LLP
N/A—10,519-10,519-100%$394.0K———
Transamerica Financial Advisors, LLC
N/A—10,315-10,315-100%$386.4K———
Roehl & Yi Investment Advisors, LLC
N/A—7,423-7,423-100%$278.1K———
Tradition Wealth Management, LLC
N/A—7,155-7,155-100%$268.0K———
Smith, Moore & Co.
N/A—6,593-6,593-100%$247.0K———
GWN Securities Inc.
N/A—5,908-5,908-100%$221.3K———
Ausdal Financial Partners, Inc.
N/A—5,906-5,906-100%$221.2K———
Barnes Pettey Financial Advisors, LLC
N/A—5,573-5,573-100%$208.7K———
JPMorgan Chase & Co
N/A—5,172-5,172-100%$191.0K———
Centaurus Financial, Inc.
N/A—5,012-5,012-100%$188.0K———
Colonial Trust Co / SC
N/A—1,622-1,622-100%$59.9K———
Huntington National Bank
N/A—1,431-1,431-100%$53.6K———
Morgan Stanley
N/A—1,080-1,080-100%$40.5K———
Vision Retirement, LLC
N/A—287-287-100%$10.8K———
Ameriflex Group, Inc.
N/A—186-186-100%$7.0K———
Fiduciary Financial Advisors
N/A—82-82-100%$3.1K———
Vanguard Advisers Inc
N/A—19-19-100%$712———
Showing 278 of 278 institutions