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Cap Group Intl Core EQ (CGIC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,264,362 from 5,720,162
Change+1,544,200 (+27%)
Value$261.4M (+$53.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,712,228 from 1,494,633
Change+217,595 (+15%)
Value$61.6M (+$7.2M)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares1,194,826 from 1,165,412
Change+29,414 (+3%)
Value$43.0M (+$580.5K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares1,037,437 from 663,109
Change+374,328 (+56%)
Value$37.3M (+$13.2M)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
INCREASED
Shares1,025,332 from 994,569
Change+30,763 (+3%)
Value$36.9M (+$699.1K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,017,421 from 800,977
Change+216,444 (+27%)
Value$36.6M (+$7.5M)
Filed 2026-11-02
Johnson Bixby & Associates, LLC
INCREASED
Shares885,378 from 861,481
Change+23,897 (+3%)
Value$31.9M (+$506.6K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares666,545 from 635,086
Change+31,459 (+5%)
Value$24.0M (+$871.5K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares469,838 from 218,396
Change+251,442 (+115%)
Value$16.9M (+$9.0M)
Filed 2026-10-21
Souders Financial Advisors
INCREASED
Shares387,793 from 383,755
Change+4,038 (+1%)
Value$14.0M (-$12.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares249,352 from 245,150
Change+4,202 (+2%)
Value$9.0M (+$50.7K)
Filed 2026-10-08
Equity Wealth Partners, LLC
INCREASED
Shares237,005 from 172,361
Change+64,644 (+38%)
Value$8.5M (+$2.3M)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares225,715 from 220,470
Change+5,245 (+2%)
Value$8.1M (+$98.3K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares225,462 from 191,062
Change+34,400 (+18%)
Value$8.1M (+$1.2M)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares223,646 from 211,251
Change+12,395 (+6%)
Value$8.0M (+$359.4K)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares221,418 from 36,919
Change+184,499 (+500%)
Value$8.0M (+$6.6M)
Filed 2026-11-06
Sard Wealth Management Group, LLC
INCREASED
Shares205,320 from 167,122
Change+38,198 (+23%)
Value$7.4M (+$1.3M)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares201,333 from 174,302
Change+27,031 (+16%)
Value$7.2M (+$901.1K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares186,653 from 854
Change+185,799 (+21756%)
Value$6.7M (+$6.7M)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares185,347 from 178,294
Change+7,053 (+4%)
Value$6.7M (+$180.7K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares181,162 from 171,369
Change+9,793 (+6%)
Value$6.5M (+$274.6K)
Filed 2026-10-23
KPP Advisory Services LLC
INCREASED
Shares172,049 from 149,384
Change+22,665 (+15%)
Value$6.2M (+$754.2K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares170,294 from 138,344
Change+31,950 (+23%)
Value$6.1M (+$1.1M)
Filed 2026-11-02
Royal Harbor Partners, LLC
INCREASED
Shares164,472 from 161,639
Change+2,833 (+2%)
Value$5.9M (+$35.7K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares153,987 from 128,974
Change+25,013 (+19%)
Value$5.5M (+$847.1K)
Filed 2026-10-16
BNB Wealth Management, LLC
DECREASED
Shares142,880 from 143,932
Change-1,052 (-1%)
Value$5.1M (-$96.9K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED
Shares141,364 from 129,851
Change+11,513 (+9%)
Value$5.1M (+$361.0K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares138,936 from 97,220
Change+41,716 (+43%)
Value$5.0M (+$1.5M)
Filed 2026-10-22
Vicus Capital
DECREASED
Shares127,751 from 149,373
Change-21,622 (-14%)
Value$4.6M (-$839.2K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares116,930 from 44,344
Change+72,586 (+164%)
Value$4.2M (+$2.6M)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares106,026 from 61,191
Change+44,835 (+73%)
Value$3.8M (+$1.6M)
Filed 2026-10-28
NWF Advisory Services Inc.
INCREASED
Shares97,187 from 74,066
Change+23,121 (+31%)
Value$3.5M (+$801.5K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares92,389 from 93,420
Change-1,031 (-1%)
Value$3.3M (-$75.4K)
Filed 2026-10-15
Prosperity Financial Group, Inc.
DECREASED
Shares89,767 from 92,561
Change-2,794 (-3%)
Value$3.2M (-$138.5K)
Filed 2026-10-29
Turning Point Benefit Group, Inc.
INCREASED
Shares84,505 from 77,275
Change+7,230 (+9%)
Value$3.0M (+$239.2K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares78,838 from 40,627
Change+38,211 (+94%)
Value$2.8M (+$1.3M)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares77,099 from 40,599
Change+36,500 (+90%)
Value$2.8M (+$1.3M)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares73,175
Change+73,175
Value$2.6M
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares72,143 from 17,901
Change+54,242 (+303%)
Value$2.6M (+$1.9M)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares70,346 from 48,212
Change+22,134 (+46%)
Value$2.5M (+$776.6K)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares69,069 from 67,837
Change+1,232 (+2%)
Value$2.5M (+$16.5K)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares68,379 from 61,341
Change+7,038 (+11%)
Value$2.5M (+$228.1K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares66,386 from 32,692
Change+33,694 (+103%)
Value$2.4M (+$1.2M)
Filed 2026-10-16
Main Line Retirement Advisors, LLC
INCREASED
Shares57,636 from 51,227
Change+6,409 (+13%)
Value$2.1M (+$209.6K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares55,603 from 55,591
Change+12 (+0%)
Value$2.0M (-$22.4K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares55,301 from 7,931
Change+47,370 (+597%)
Value$1.9M (+$1.7M)
Filed 2026-10-15
Cathy Pareto & Associates, Inc
INCREASED
Shares52,628 from 25,815
Change+26,813 (+104%)
Value$1.9M (+$954.2K)
Filed 2026-10-15
LongView Wealth Management
INCREASED
Shares52,077 from 35,885
Change+16,192 (+45%)
Value$1.9M (+$567.9K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares42,303 from 41,202
Change+1,101 (+3%)
Value$1.5M (+$22.7K)
Filed 2026-10-28
SteelPeak Wealth, LLC
DECREASED
Shares41,117 from 56,150
Change-15,033 (-27%)
Value$1.5M (-$578.0K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares40,769 from 40,266
Change+503 (+1%)
Value$1.5M (+$1.6K)
Filed 2026-11-03
Keystone Wealth Services, LLC
DECREASED
Shares40,368 from 45,706
Change-5,338 (-12%)
Value$1.5M (-$193.0K)
Filed 2026-11-03
Schmidt P J Investment Management Inc
INCREASED
Shares39,843 from 32,854
Change+6,989 (+21%)
Value$1.4M (+$238.0K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares37,182 from 28,651
Change+8,531 (+30%)
Value$1.3M (+$295.2K)
Filed 2026-10-23
Park Avenue Securities LLC
NEW
Shares34,167
Change+34,167
Value$1.2M
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares33,297 from 24,698
Change+8,599 (+35%)
Value$1.2M (+$299.3K)
Filed 2026-10-26
Warner Financial, Inc
NEW
Shares32,817
Change+32,817
Value$1.2M
Filed 2026-11-06
Certior Financial Group, LLC
INCREASED
Shares30,522 from 29,818
Change+704 (+2%)
Value$1.1M (+$13.1K)
Filed 2026-10-19
Cooper Financial Group
DECREASED
Shares29,283 from 29,305
Change-22 (0%)
Value$1.1M (-$12.8K)
Filed 2026-10-07
Fifth Third Bancorp
INCREASED
Shares28,200 from 27,702
Change+498 (+2%)
Value$1.0M (+$6.6K)
Filed 2026-11-05
Stephenson & Company, Inc.
INCREASED
Shares27,628 from 11,476
Change+16,152 (+141%)
Value$994.1K (+$576.5K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares26,003 from 7,076
Change+18,927 (+267%)
Value$935.6K (+$678.1K)
Filed 2026-10-27
Junk Investment Group, LLC
INCREASED
Shares25,742 from 24,263
Change+1,479 (+6%)
Value$926.2K (+$43.3K)
Filed 2026-10-19
Landaas & Co
INCREASED
Shares25,098 from 23,736
Change+1,362 (+6%)
Value$903.0K (+$39.3K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
DECREASED
Shares24,431 from 24,943
Change-512 (-2%)
Value$879.0K (-$28.6K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares23,952 from 30,869
Change-6,917 (-22%)
Value$861.8K (-$261.5K)
Filed 2026-11-06
Armstrong, Fleming & Moore, Inc
INCREASED
Shares23,271 from 22,013
Change+1,258 (+6%)
Value$837.3K (+$36.2K)
Filed 2026-10-28
KWB Wealth
UNCHANGED
Shares21,250 from 21,250
Change0 (0%)
Value$764.6K (-$8.7K)
Filed 2026-10-16
Langley Wealth Management, LLC
INCREASED
Shares21,015 from 17,839
Change+3,176 (+18%)
Value$756.1K (+$107.0K)
Filed 2026-11-04
Financial Council, LLC
INCREASED
Shares19,921 from 19,617
Change+304 (+2%)
Value$716.7K (+$2.9K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
DECREASED
Shares18,760 from 27,004
Change-8,244 (-31%)
Value$675.0K (-$307.7K)
Filed 2026-11-03
Moors & Cabot, Inc.
DECREASED
Shares18,760 from 21,073
Change-2,313 (-11%)
Value$675.0K (-$91.9K)
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares18,171 from 23,855
Change-5,684 (-24%)
Value$653.8K (-$214.3K)
Filed 2026-11-05
A&I Financial Services, LLC
INCREASED
Shares18,110 from 16,206
Change+1,904 (+12%)
Value$651.6K (+$61.9K)
Filed 2026-10-15
First American Bank
INCREASED
Shares17,863 from 13,916
Change+3,947 (+28%)
Value$642.7K (+$136.3K)
Filed 2026-10-27
Burton Enright Welch
UNCHANGED
Shares17,431 from 17,431
Change0 (0%)
Value$627.2K (-$7.1K)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED
Shares15,674 from 14,165
Change+1,509 (+11%)
Value$564.0K (+$48.5K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares15,510 from 15,085
Change+425 (+3%)
Value$558.1K (+$9.1K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares14,253 from 13,858
Change+395 (+3%)
Value$503.3K (+$13.3K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares13,555 from 12,055
Change+1,500 (+12%)
Value$472.2K (+$33.5K)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares13,096 from 12,998
Change+98 (+1%)
Value$471.2K (-$1.8K)
Filed 2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED
Shares12,931 from 12,808
Change+123 (+1%)
Value$465.3K (-$807)
Filed 2026-11-02
Investment Insight Wealth Management, LLC
INCREASED
Shares12,333 from 6,799
Change+5,534 (+81%)
Value$443.9K (+$196.5K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares12,310 from 11,748
Change+562 (+5%)
Value$442.9K (+$15.4K)
Filed 2026-11-05
Everest Financial Group LLC
INCREASED
Shares11,295 from 11,025
Change+270 (+2%)
Value$406.4K (+$5.2K)
Filed 2026-11-06
Summit Global Investments
INCREASED
Shares11,064 from 7,924
Change+3,140 (+40%)
Value$398.0K (+$110.0K)
Filed 2026-10-28
Essential Investment Partners LLC
INCREASED
Shares11,040 from 8,800
Change+2,240 (+25%)
Value$397.2K (+$77.0K)
Filed 2026-10-27
Endeavor Private Wealth, Inc.
NEW
Shares10,708
Change+10,708
Value$386.7K
Filed 2026-11-05
Trinity Wealth Management, LLC
NEW
Shares10,126
Change+10,126
Value$364.3K
Filed 2026-10-13
Plan A Wealth LLC
INCREASED
Shares9,436 from 8,294
Change+1,142 (+14%)
Value$339.5K (+$37.7K)
Filed 2026-10-08
Beacon Financial Advisory LLC
DECREASED
Shares9,423 from 9,546
Change-123 (-1%)
Value$339.0K (-$8.4K)
Filed 2026-10-16
Quantum Financial Partners LLC
DECREASED
Shares9,369 from 14,525
Change-5,156 (-35%)
Value$337.1K (-$191.5K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares9,243 from 9,807
Change-564 (-6%)
Value$332.6K (-$24.3K)
Filed 2026-10-22
Balboa Wealth Partners
INCREASED
Shares9,145 from 8,308
Change+837 (+10%)
Value$329.0K (+$26.7K)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares8,933 from 8,521
Change+412 (+5%)
Value$321.4K (+$11.3K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares8,894 from 7,266
Change+1,628 (+22%)
Value$321.1K (+$56.7K)
Filed 2026-10-30
Cassilly Financial Group LLC
INCREASED
Shares8,594 from 8,512
Change+82 (+1%)
Value$309.2K (-$532)
Filed 2026-10-07
Versant Capital Management, Inc
UNCHANGED
Shares8,060 from 8,060
Change0 (0%)
Value$290.0K (-$3.3K)
Filed 2026-10-02
Venture Visionary Partners LLC
UNCHANGED
Shares7,960 from 7,960
Change0 (0%)
Value$286.4K (-$3.3K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
NEW
Shares7,809
Change+7,809
Value$281.0K
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares7,465 from 5,765
Change+1,700 (+29%)
Value$268.6K (+$58.8K)
Filed 2026-10-29
Hartmann Taylor Wealth Management, LLC
NEW
Shares7,242
Change+7,242
Value$260.6K
Filed 2026-10-14
Allegheny Financial Group
INCREASED
Shares7,064 from 7,029
Change+35 (+1%)
Value$254.2K (-$1.6K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
DECREASED
Shares6,924 from 7,128
Change-204 (-3%)
Value$249.1K (-$10.3K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares6,879 from 4,555
Change+2,324 (+51%)
Value$247.5K (+$81.8K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
NEW
Shares6,791
Change+6,791
Value$244.3K
Filed 2026-10-13
Roman Butler Fullerton & Co
NEW
Shares6,781
Change+6,781
Value$238.3K
Filed 2026-10-27
Sagespring Wealth Partners, LLC
NEW
Shares6,476
Change+6,476
Value$233.0K
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares6,459 from 6,459
Change0 (0%)
Value$232.4K (-$2.6K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares6,295 from 6,218
Change+77 (+1%)
Value$226.5K (+$203)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares6,240 from 5,311
Change+929 (+17%)
Value$224.5K (+$31.2K)
Filed 2026-10-20
Auxano Advisors, LLC
UNCHANGED
Shares5,961 from 5,961
Change0 (0%)
Value$214.5K (-$2.4K)
Filed 2026-11-06
AlphaStar Capital Management, LLC
NEW
Shares5,850
Change+5,850
Value$210.5K
Filed 2026-10-16
Apollon Wealth Management, LLC
UNCHANGED
Shares5,780 from 5,780
Change0 (0%)
Value$208.0K (-$2.4K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares5,759 from 5,759
Change0 (0%)
Value$209.5K ($0)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares5,715
Change+5,715
Value$205.6K
Filed 2026-11-05
LexAurum Advisors, LLC
DECREASED
Shares5,625 from 6,125
Change-500 (-8%)
Value$202.4K (-$20.5K)
Filed 2026-10-19
Lodestone Wealth Management LLC
INCREASED
Shares3,429 from 3,396
Change+33 (+1%)
Value$123.4K (-$212)
Filed 2026-10-14
Richardson Capital Management LLC
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$106.1K (-$1.2K)
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares2,558 from 2,545
Change+13 (+1%)
Value$92.0K (+$402)
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares2,122 from 2,101
Change+21 (+1%)
Value$76.3K (-$133)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares1,983 from 913
Change+1,070 (+117%)
Value$71.4K (+$38.1K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
NEW
Shares1,366
Change+1,366
Value$49.1K
Filed 2026-11-05
James T. Borello RIA
NEW
Shares1,149
Change+1,149
Value$41.3K
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares1,018 from 869
Change+149 (+17%)
Value$36.6K (+$5.0K)
Filed 2026-11-05
Lanark Financial, Inc.
NEW
Shares447
Change+447
Value$16.1K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares410
Change+410
Value$14.8K
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares265
Change+265
Value$9.5K
Filed 2026-10-30
CoreCap Advisors, LLC
NEW
Shares150
Change+150
Value$5.4K
Filed 2026-10-08
Creative Financial Designs Inc
NEW
Shares100
Change+100
Value$3.6K
Filed 2026-11-04
StrongBox Wealth, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.2K (-$25)
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.3K (-$15)
Filed 2026-10-06
First Heartland Consultants, Inc.
CLOSED
Shares0 from 333,462
Change-333,462 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-08
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$10.6K)
Filed 2026-11-06
Spire Wealth Management
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-30
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$10.0M (+$1.4M)
Filed 2026-10-29
Envestnet Asset Management Inc
N/A
Shares— from 3,745,663
Change-3,745,663 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,597,116
Change-3,597,116 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,254,326
Change-3,254,326 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,889,702
Change-2,889,702 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,732,095
Change-2,732,095 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,547,728
Change-1,547,728 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,294,350
Change-1,294,350 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,113,313
Change-1,113,313 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 940,604
Change-940,604 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 886,486
Change-886,486 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 576,001
Change-576,001 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 548,717
Change-548,717 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 426,147
Change-426,147 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 344,916
Change-344,916 (-100%)
Value—
&partners
N/A
Shares— from 308,806
Change-308,806 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 304,485
Change-304,485 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 279,816
Change-279,816 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 261,798
Change-261,798 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 249,748
Change-249,748 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 248,543
Change-248,543 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 217,272
Change-217,272 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 216,717
Change-216,717 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 201,015
Change-201,015 (-100%)
Value—
UBS Group AG
N/A
Shares— from 200,396
Change-200,396 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 150,369
Change-150,369 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 149,532
Change-149,532 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 146,055
Change-146,055 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 139,523
Change-139,523 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 138,730
Change-138,730 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 136,445
Change-136,445 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 125,356
Change-125,356 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 99,564
Change-99,564 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 95,119
Change-95,119 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 94,744
Change-94,744 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 87,912
Change-87,912 (-100%)
Value—
Betterment LLC
N/A
Shares— from 87,857
Change-87,857 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 67,507
Change-67,507 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 65,841
Change-65,841 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 65,696
Change-65,696 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 65,639
Change-65,639 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 61,884
Change-61,884 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 60,122
Change-60,122 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 55,232
Change-55,232 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 51,665
Change-51,665 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 49,881
Change-49,881 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 49,478
Change-49,478 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 46,625
Change-46,625 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 44,471
Change-44,471 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 42,976
Change-42,976 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,688
Change-42,688 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 41,242
Change-41,242 (-100%)
Value—
Capital International Investors
N/A
Shares— from 40,985
Change-40,985 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 37,130
Change-37,130 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,828
Change-36,828 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,852
Change-35,852 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 32,927
Change-32,927 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 32,310
Change-32,310 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 28,325
Change-28,325 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 24,838
Change-24,838 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 22,872
Change-22,872 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 21,788
Change-21,788 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 20,424
Change-20,424 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 19,988
Change-19,988 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,970
Change-19,970 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,167
Change-19,167 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 17,986
Change-17,986 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,037
Change-17,037 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 16,925
Change-16,925 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 16,827
Change-16,827 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,452
Change-15,452 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,282
Change-15,282 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,866
Change-13,866 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,888
Change-12,888 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,408
Change-11,408 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,133
Change-11,133 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,941
Change-10,941 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,736
Change-10,736 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,271
Change-10,271 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,768
Change-9,768 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 949
Change-949 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 886
Change-886 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 863
Change-863 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,264,3625,720,162+1,544,200+27%$208.2M$261.4M+$53.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,712,2281,494,633+217,595+15%$54.4M$61.6M+$7.2M2026-11-02
Merit Financial Group, LLC
INCREASED1,194,8261,165,412+29,414+3%$42.4M$43.0M+$580.5K2026-11-06
D.A. Davidson & Co.
INCREASED1,037,437663,109+374,328+56%$24.1M$37.3M+$13.2M2026-10-28
Amplius Wealth Advisors, LLC
INCREASED1,025,332994,569+30,763+3%$36.2M$36.9M+$699.1K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED1,017,421800,977+216,444+27%$29.1M$36.6M+$7.5M2026-11-02
Johnson Bixby & Associates, LLC
INCREASED885,378861,481+23,897+3%$31.3M$31.9M+$506.6K2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED666,545635,086+31,459+5%$23.1M$24.0M+$871.5K2026-10-29
Assetmark, Inc
INCREASED469,838218,396+251,442+115%$7.9M$16.9M+$9.0M2026-10-21
Souders Financial Advisors
INCREASED387,793383,755+4,038+1%$14.0M$14.0M-$12.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED249,352245,150+4,202+2%$8.9M$9.0M+$50.7K2026-10-08
Equity Wealth Partners, LLC
INCREASED237,005172,361+64,644+38%$6.3M$8.5M+$2.3M2026-10-26
Independent Financial Group, LLC
INCREASED225,715220,470+5,245+2%$8.0M$8.1M+$98.3K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED225,462191,062+34,400+18%$7.0M$8.1M+$1.2M2026-11-03
Confluence Wealth Services, Inc.
INCREASED223,646211,251+12,395+6%$7.7M$8.0M+$359.4K2026-11-05
Valmark Advisers, Inc.
INCREASED221,41836,919+184,499+500%$1.3M$8.0M+$6.6M2026-11-06
Sard Wealth Management Group, LLC
INCREASED205,320167,122+38,198+23%$6.1M$7.4M+$1.3M2026-10-16
Acorn Wealth Advisors, LLC
INCREASED201,333174,302+27,031+16%$6.3M$7.2M+$901.1K2026-10-19
IFP Advisors, Inc
INCREASED186,653854+185,799+21756%$31.1K$6.7M+$6.7M2026-10-16
Davenport & Co LLC
INCREASED185,347178,294+7,053+4%$6.5M$6.7M+$180.7K2026-10-14
Sigma Planning Corp
INCREASED181,162171,369+9,793+6%$6.2M$6.5M+$274.6K2026-10-23
KPP Advisory Services LLC
INCREASED172,049149,384+22,665+15%$5.4M$6.2M+$754.2K2026-10-26
Kestra Advisory Services, LLC
INCREASED170,294138,344+31,950+23%$5.0M$6.1M+$1.1M2026-11-02
Royal Harbor Partners, LLC
INCREASED164,472161,639+2,833+2%$5.9M$5.9M+$35.7K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED153,987128,974+25,013+19%$4.7M$5.5M+$847.1K2026-10-16
BNB Wealth Management, LLC
DECREASED142,880143,932-1,052-1%$5.2M$5.1M-$96.9K2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED141,364129,851+11,513+9%$4.7M$5.1M+$361.0K2026-10-13
Capital Investment Advisors, LLC
INCREASED138,93697,220+41,716+43%$3.5M$5.0M+$1.5M2026-10-22
Vicus Capital
DECREASED127,751149,373-21,622-14%$5.4M$4.6M-$839.2K2026-11-05
Truist Financial Corp
INCREASED116,93044,344+72,586+164%$1.6M$4.2M+$2.6M2026-10-30
Founders Financial Securities LLC
INCREASED106,02661,191+44,835+73%$2.2M$3.8M+$1.6M2026-10-28
NWF Advisory Services Inc.
INCREASED97,18774,066+23,121+31%$2.7M$3.5M+$801.5K2026-10-19
Atria Investments, Inc
DECREASED92,38993,420-1,031-1%$3.4M$3.3M-$75.4K2026-10-15
Prosperity Financial Group, Inc.
DECREASED89,76792,561-2,794-3%$3.4M$3.2M-$138.5K2026-10-29
Turning Point Benefit Group, Inc.
INCREASED84,50577,275+7,230+9%$2.8M$3.0M+$239.2K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED78,83840,627+38,211+94%$1.5M$2.8M+$1.3M2026-10-13
Cullen T Bankers, Inc.
INCREASED77,09940,599+36,500+90%$1.5M$2.8M+$1.3M2026-10-28
Ascentis Independent Advisors
NEW73,175—+73,175——$2.6M—2026-11-03
Bank of New York Mellon Corp
INCREASED72,14317,901+54,242+303%$651.4K$2.6M+$1.9M2026-11-05
EverSource Wealth Advisors, LLC
INCREASED70,34648,212+22,134+46%$1.8M$2.5M+$776.6K2026-11-04
Strategic Blueprint, LLC
INCREASED69,06967,837+1,232+2%$2.5M$2.5M+$16.5K2026-10-22
PFG Advisors
INCREASED68,37961,341+7,038+11%$2.2M$2.5M+$228.1K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED66,38632,692+33,694+103%$1.2M$2.4M+$1.2M2026-10-16
Main Line Retirement Advisors, LLC
INCREASED57,63651,227+6,409+13%$1.9M$2.1M+$209.6K2026-10-14
Aprio Wealth Management, LLC
INCREASED55,60355,591+12+0%$2.0M$2.0M-$22.4K2026-10-28
AdvisorNet Financial, Inc
INCREASED55,3017,931+47,370+597%$288.6K$1.9M+$1.7M2026-10-15
Cathy Pareto & Associates, Inc
INCREASED52,62825,815+26,813+104%$939.4K$1.9M+$954.2K2026-10-15
LongView Wealth Management
INCREASED52,07735,885+16,192+45%$1.3M$1.9M+$567.9K2026-10-19
MGO One Seven LLC
INCREASED42,30341,202+1,101+3%$1.5M$1.5M+$22.7K2026-10-28
SteelPeak Wealth, LLC
DECREASED41,11756,150-15,033-27%$2.1M$1.5M-$578.0K2026-10-16
RFG Advisory, LLC
INCREASED40,76940,266+503+1%$1.5M$1.5M+$1.6K2026-11-03
Keystone Wealth Services, LLC
DECREASED40,36845,706-5,338-12%$1.7M$1.5M-$193.0K2026-11-03
Schmidt P J Investment Management Inc
INCREASED39,84332,854+6,989+21%$1.2M$1.4M+$238.0K2026-11-02
Sowell Financial Services LLC
INCREASED37,18228,651+8,531+30%$1.0M$1.3M+$295.2K2026-10-23
Park Avenue Securities LLC
NEW34,167—+34,167——$1.2M—2026-10-26
Oppenheimer & Co Inc
INCREASED33,29724,698+8,599+35%$898.8K$1.2M+$299.3K2026-10-26
Warner Financial, Inc
NEW32,817—+32,817——$1.2M—2026-11-06
Certior Financial Group, LLC
INCREASED30,52229,818+704+2%$1.1M$1.1M+$13.1K2026-10-19
Cooper Financial Group
DECREASED29,28329,305-220%$1.1M$1.1M-$12.8K2026-10-07
Fifth Third Bancorp
INCREASED28,20027,702+498+2%$1.0M$1.0M+$6.6K2026-11-05
Stephenson & Company, Inc.
INCREASED27,62811,476+16,152+141%$417.6K$994.1K+$576.5K2026-10-30
Latitude Advisors, LLC
INCREASED26,0037,076+18,927+267%$257.5K$935.6K+$678.1K2026-10-27
Junk Investment Group, LLC
INCREASED25,74224,263+1,479+6%$882.9K$926.2K+$43.3K2026-10-19
Landaas & Co
INCREASED25,09823,736+1,362+6%$863.8K$903.0K+$39.3K2026-10-29
Tcfg Investment Advisors, LLC
DECREASED24,43124,943-512-2%$907.7K$879.0K-$28.6K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED23,95230,869-6,917-22%$1.1M$861.8K-$261.5K2026-11-06
Armstrong, Fleming & Moore, Inc
INCREASED23,27122,013+1,258+6%$801.1K$837.3K+$36.2K2026-10-28
KWB Wealth
UNCHANGED21,25021,25000%$773.3K$764.6K-$8.7K2026-10-16
Langley Wealth Management, LLC
INCREASED21,01517,839+3,176+18%$649.2K$756.1K+$107.0K2026-11-04
Financial Council, LLC
INCREASED19,92119,617+304+2%$713.9K$716.7K+$2.9K2026-11-02
BlueChip Wealth Advisors LLC
DECREASED18,76027,004-8,244-31%$982.7K$675.0K-$307.7K2026-11-03
Moors & Cabot, Inc.
DECREASED18,76021,073-2,313-11%$766.8K$675.0K-$91.9K2026-11-06
Meridian Wealth Management, LLC
DECREASED18,17123,855-5,684-24%$868.1K$653.8K-$214.3K2026-11-05
A&I Financial Services, LLC
INCREASED18,11016,206+1,904+12%$589.7K$651.6K+$61.9K2026-10-15
First American Bank
INCREASED17,86313,916+3,947+28%$506.4K$642.7K+$136.3K2026-10-27
Burton Enright Welch
UNCHANGED17,43117,43100%$634.3K$627.2K-$7.1K2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED15,67414,165+1,509+11%$515.4K$564.0K+$48.5K2026-10-20
Westside Investment Management, Inc.
INCREASED15,51015,085+425+3%$548.9K$558.1K+$9.1K2026-11-02
Sovran Advisors, LLC
INCREASED14,25313,858+395+3%$490.0K$503.3K+$13.3K2026-11-02
Prospera Financial Services Inc
INCREASED13,55512,055+1,500+12%$438.7K$472.2K+$33.5K2026-11-04
Titleist Asset Management, LLC
INCREASED13,09612,998+98+1%$473.0K$471.2K-$1.8K2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED12,93112,808+123+1%$466.1K$465.3K-$8072026-11-02
Investment Insight Wealth Management, LLC
INCREASED12,3336,799+5,534+81%$247.4K$443.9K+$196.5K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED12,31011,748+562+5%$427.5K$442.9K+$15.4K2026-11-05
Everest Financial Group LLC
INCREASED11,29511,025+270+2%$401.2K$406.4K+$5.2K2026-11-06
Summit Global Investments
INCREASED11,0647,924+3,140+40%$288.0K$398.0K+$110.0K2026-10-28
Essential Investment Partners LLC
INCREASED11,0408,800+2,240+25%$320.2K$397.2K+$77.0K2026-10-27
Endeavor Private Wealth, Inc.
NEW10,708—+10,708——$386.7K—2026-11-05
Trinity Wealth Management, LLC
NEW10,126—+10,126——$364.3K—2026-10-13
Plan A Wealth LLC
INCREASED9,4368,294+1,142+14%$301.8K$339.5K+$37.7K2026-10-08
Beacon Financial Advisory LLC
DECREASED9,4239,546-123-1%$347.4K$339.0K-$8.4K2026-10-16
Quantum Financial Partners LLC
DECREASED9,36914,525-5,156-35%$528.6K$337.1K-$191.5K2026-10-19
BIP Wealth, LLC
DECREASED9,2439,807-564-6%$356.9K$332.6K-$24.3K2026-10-22
Balboa Wealth Partners
INCREASED9,1458,308+837+10%$302.3K$329.0K+$26.7K2026-10-20
Security Financial Services, Inc.
INCREASED8,9338,521+412+5%$310.1K$321.4K+$11.3K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED8,8947,266+1,628+22%$264.4K$321.1K+$56.7K2026-10-30
Cassilly Financial Group LLC
INCREASED8,5948,512+82+1%$309.8K$309.2K-$5322026-10-07
Versant Capital Management, Inc
UNCHANGED8,0608,06000%$293.3K$290.0K-$3.3K2026-10-02
Venture Visionary Partners LLC
UNCHANGED7,9607,96000%$289.7K$286.4K-$3.3K2026-10-07
Kingswood Wealth Advisors, LLC
NEW7,809—+7,809——$281.0K—2026-10-23
Integrity Alliance, Llc.
INCREASED7,4655,765+1,700+29%$209.8K$268.6K+$58.8K2026-10-29
Hartmann Taylor Wealth Management, LLC
NEW7,242—+7,242——$260.6K—2026-10-14
Allegheny Financial Group
INCREASED7,0647,029+35+1%$255.8K$254.2K-$1.6K2026-11-05
Flagship Wealth Advisors, LLC
DECREASED6,9247,128-204-3%$259.4K$249.1K-$10.3K2026-11-03
Cape Investment Advisory, Inc.
INCREASED6,8794,555+2,324+51%$165.8K$247.5K+$81.8K2026-10-13
Signature Estate & Investment Advisors LLC
NEW6,791—+6,791——$244.3K—2026-10-13
Roman Butler Fullerton & Co
NEW6,781—+6,781——$238.3K—2026-10-27
Sagespring Wealth Partners, LLC
NEW6,476—+6,476——$233.0K—2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED6,4596,45900%$235.0K$232.4K-$2.6K2026-10-13
Kestra Investment Management, LLC
INCREASED6,2956,218+77+1%$226.3K$226.5K+$2032026-11-04
Private Trust Co NA
INCREASED6,2405,311+929+17%$193.3K$224.5K+$31.2K2026-10-20
Auxano Advisors, LLC
UNCHANGED5,9615,96100%$216.9K$214.5K-$2.4K2026-11-06
AlphaStar Capital Management, LLC
NEW5,850—+5,850——$210.5K—2026-10-16
Apollon Wealth Management, LLC
UNCHANGED5,7805,78000%$210.3K$208.0K-$2.4K2026-10-23
PKS Advisory Services, LLC
UNCHANGED5,7595,75900%$209.5K$209.5K$02026-10-26
Jacobi Capital Management LLC
NEW5,715—+5,715——$205.6K—2026-11-05
LexAurum Advisors, LLC
DECREASED5,6256,125-500-8%$222.9K$202.4K-$20.5K2026-10-19
Lodestone Wealth Management LLC
INCREASED3,4293,396+33+1%$123.6K$123.4K-$2122026-10-14
Richardson Capital Management LLC
UNCHANGED2,9502,95000%$107.4K$106.1K-$1.2K2026-10-23
RHL Group, LLC
INCREASED2,5582,545+13+1%$91.6K$92.0K+$4022026-11-04
GHP Investment Advisors, Inc.
INCREASED2,1222,101+21+1%$76.5K$76.3K-$1332026-10-15
Signature Equity Partners, LLC
INCREASED1,983913+1,070+117%$33.2K$71.4K+$38.1K2026-10-29
Silver Grove Financial Group, Inc.
NEW1,366—+1,366——$49.1K—2026-11-05
James T. Borello RIA
NEW1,149—+1,149——$41.3K—2026-10-16
Rossby Financial, LCC
INCREASED1,018869+149+17%$31.6K$36.6K+$5.0K2026-11-05
Lanark Financial, Inc.
NEW447—+447——$16.1K—2026-10-26
Root Financial Partners, LLC
NEW410—+410——$14.8K—2026-10-21
Provenance Wealth Advisors, LLC
NEW265—+265——$9.5K—2026-10-30
CoreCap Advisors, LLC
NEW150—+150——$5.4K—2026-10-08
Creative Financial Designs Inc
NEW100—+100——$3.6K—2026-11-04
StrongBox Wealth, LLC
UNCHANGED626200%$2.3K$2.2K-$252026-11-02
Central Pacific Bank - Trust Division
UNCHANGED353500%$1.3K$1.3K-$152026-10-06
First Heartland Consultants, Inc.
CLOSED0333,462-333,462-100%$12.1M$0-$12.1M2026-10-08
Institute for Wealth Management, Llc.
CLOSED0292-292-100%$10.6K$0-$10.6K2026-11-06
Spire Wealth Management
CLOSED0254-254-100%$9.2K$0-$9.2K2026-10-30
Prairie Wealth Advisors, Inc.
UNCHANGED000—$8.6M$10.0M+$1.4M2026-10-29
Envestnet Asset Management Inc
N/A—3,745,663-3,745,663-100%$136.3M———
Raymond James Financial Inc
N/A—3,597,116-3,597,116-100%$130.9M———
Osaic Holdings, Inc.
N/A—3,254,326-3,254,326-100%$118.4M———
Capital Group Private Client Services, Inc.
N/A—2,889,702-2,889,702-100%$105.2M———
Wells Fargo & Company
N/A—2,732,095-2,732,095-100%$99.4M———
Royal Bank of Canada
N/A—1,547,728-1,547,728-100%$56.3M———
Cetera Investment Advisers
N/A—1,294,350-1,294,350-100%$47.1M———
Jones Financial Companies Lllp
N/A—1,113,313-1,113,313-100%$40.2M———
MML Investors Services, LLC
N/A—940,604-940,604-100%$34.2M———
SK Wealth Management, LLC
N/A—886,486-886,486-100%$32.6M———
NewEdge Advisors, LLC
N/A—576,001-576,001-100%$21.0M———
Stifel Financial Corp
N/A—548,717-548,717-100%$20.0M———
Sound View Wealth Advisors Group, LLC
N/A—426,147-426,147-100%$15.5M———
Private Advisor Group, LLC
N/A—344,916-344,916-100%$12.6M———
&partners
N/A—308,806-308,806-100%$11.3M———
Hamilton Wealth, LLC
N/A—304,485-304,485-100%$11.1M———
Northwestern Mutual Wealth Management Co
N/A—279,816-279,816-100%$10.2M———
Equitable Holdings, Inc.
N/A—261,798-261,798-100%$9.5M———
Benjamin Edwards Inc
N/A—249,748-249,748-100%$9.1M———
Steward Partners Investment Advisory, LLC
N/A—248,543-248,543-100%$9.0M———
Mutual Advisors, LLC
N/A—217,272-217,272-100%$7.9M———
Janney Montgomery Scott LLC
N/A—216,717-216,717-100%$7.9M———
Compton Financial Group, LLC
N/A—201,015-201,015-100%$7.3M———
UBS Group AG
N/A—200,396-200,396-100%$7.3M———
Baird Financial Group, Inc.
N/A—150,369-150,369-100%$5.5M———
Envestnet Portfolio Solutions, Inc.
N/A—149,532-149,532-100%$5.4M———
Summit Financial, LLC
N/A—146,055-146,055-100%$5.4M———
Natixis Advisors, LLC
N/A—139,523-139,523-100%$5.1M———
Great Valley Advisor Group, Inc.
N/A—138,730-138,730-100%$5.0M———
Swisher Financial Concepts, Inc.
N/A—136,445-136,445-100%$5.0M———
Orion Porfolio Solutions, LLC
N/A—125,356-125,356-100%$4.6M———
Susquehanna International Group, LLP
N/A—99,564-99,564-100%$3.6M———
Sanctuary Advisors, LLC
N/A—95,119-95,119-100%$3.5M———
GTS Securities LLC
N/A—94,744-94,744-100%$3.4M———
Harbour Investments, Inc.
N/A—87,912-87,912-100%$3.2M———
Betterment LLC
N/A—87,857-87,857-100%$3.2M———
Captrust Financial Advisors
N/A—67,507-67,507-100%$2.5M———
Arax Advisory Partners
N/A—65,841-65,841-100%$2.4M———
Geneos Wealth Management Inc.
N/A—65,696-65,696-100%$2.4M———
Bellars Harris Wealth Management, LLC
N/A—65,639-65,639-100%$2.4M———
PCG Wealth Advisors, LLC
N/A—61,884-61,884-100%$2.3M———
Rothschild Wealth LLC
N/A—60,122-60,122-100%$2.2M———
Kintra Wealth, LLC
N/A—55,232-55,232-100%$2.0M———
Arkadios Wealth Advisors
N/A—51,665-51,665-100%$1.9M———
CMC Financial Group
N/A—49,881-49,881-100%$1.8M———
Sittner & Nelson, LLC
N/A—49,478-49,478-100%$1.8M———
World Investment Advisors
N/A—46,625-46,625-100%$1.6M———
Barnes Pettey Financial Advisors, LLC
N/A—44,471-44,471-100%$1.6M———
Flow Traders U.S. LLC
N/A—42,976-42,976-100%$1.6M———
Jane Street Group, LLC
N/A—42,688-42,688-100%$1.6M———
Bleakley Financial Group, LLC
N/A—41,242-41,242-100%$1.5M———
Capital International Investors
N/A—40,985-40,985-100%$1.5M———
NerdWallet Wealth Partners, LLC
N/A—37,130-37,130-100%$1.4M———
Advisory Services Network, LLC
N/A—36,828-36,828-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—35,852-35,852-100%$1.3M———
Waverly Advisors, LLC
N/A—32,927-32,927-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—32,310-32,310-100%$1.2M———
HighTower Advisors, LLC
N/A—28,325-28,325-100%$1.0M———
Capital Analysts, LLC
N/A—24,838-24,838-100%$904.0K———
Beacon Pointe Advisors, LLC
N/A—22,872-22,872-100%$832.3K———
Astoria Portfolio Advisors Llc.
N/A—21,788-21,788-100%$792.9K———
NewEdge Wealth, LLC
N/A—20,424-20,424-100%$743.2K———
Ballast Advisors LLC
N/A—20,350-20,350-100%$740.5K———
HighPoint Advisor Group LLC
N/A—19,988-19,988-100%$727.4K———
Advyzon Investment Management, LLC
N/A—19,970-19,970-100%$726.7K———
Mariner, LLC
N/A—19,167-19,167-100%$697.5K———
Vestmark Advisory Solutions, Inc.
N/A—17,986-17,986-100%$654.5K———
BFC Planning, Inc.
N/A—17,037-17,037-100%$620.0K———
Berger Financial Group, Inc
N/A—16,925-16,925-100%$615.9K———
Florida Financial Advisors, LLC
N/A—16,827-16,827-100%$612.3K———
Belpointe Asset Management LLC
N/A—15,452-15,452-100%$562.3K———
Stratos Wealth Partners, Ltd.
N/A—15,282-15,282-100%$556.1K———
Centaurus Financial, Inc.
N/A—13,866-13,866-100%$505.0K———
LaSalle St. Investment Advisors, LLC
N/A—12,888-12,888-100%$469.0K———
Tudor Financial Inc.
N/A—12,579-12,579-100%$457.8K———
Thoroughbred Financial Services, LLC
N/A—11,408-11,408-100%$415.0K———
Silver OAK Securities, Incorporated
N/A—11,133-11,133-100%$405.1K———
Integrated Wealth Concepts LLC
N/A—10,941-10,941-100%$398.1K———
Smith, Moore & Co.
N/A—10,736-10,736-100%$390.7K———
IFG Advisory, LLC
N/A—10,271-10,271-100%$373.7K———
Marshall Wace, LLP
N/A—9,768-9,768-100%$355.5K———
Brown Advisory Inc
N/A—9,757-9,757-100%$355.1K———
Cerity Partners LLC
N/A—8,435-8,435-100%$307.0K———
January Capital Advisors LLC
N/A—8,026-8,026-100%$292.4K———
Tribridge Partners Financial LLC
N/A—7,668-7,668-100%$272.8K———
Peak Asset Management, LLC
N/A—7,000-7,000-100%$254.7K———
Principal Securities, Inc.
N/A—6,748-6,748-100%$245.6K———
Vantus Wealth LLC
N/A—6,708-6,708-100%$244.1K———
Rothschild Investment LLC
N/A—6,450-6,450-100%$234.7K———
Ausdal Financial Partners, Inc.
N/A—5,600-5,600-100%$203.8K———
Synergy Investment Management, LLC
N/A—4,400-4,400-100%$160.1K———
Brown Brothers Harriman & Co
N/A—2,355-2,355-100%$85.7K———
FMR LLC
N/A—1,690-1,690-100%$61.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,475-1,475-100%$53.7K———
GW&K Investment Management, LLC
N/A—1,070-1,070-100%$39.0K———
JPMorgan Chase & Co
N/A—1,009-1,009-100%$36.7K———
Colonial Trust Co / SC
N/A—974-974-100%$35.5K———
Leo H. Evart, Inc.
N/A—949-949-100%$34.5K———
Greykasell Wealth Strategies, Inc.
N/A—886-886-100%$32.2K———
Morgan Stanley
N/A—863-863-100%$31.4K———
Smartleaf Asset Management LLC
N/A—617-617-100%$22.5K———
Strategic Investment Solutions, Inc.
N/A—500-500-100%$18.2K———
Ameriflex Group, Inc.
N/A—481-481-100%$17.5K———
Global Retirement Partners, LLC
N/A—310-310-100%$11.3K———
Continuum Advisory, LLC
N/A—128-128-100%$4.7K———
Morse Asset Management, Inc
N/A—100-100-100%$3.6K———
Showing 242 of 242 institutions