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Cap Group Small and Mid Cap (CGMM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares25,340,736 from 21,475,187
Change+3,865,549 (+18%)
Value$784.5M (+$76.5M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,703,879 from 1,573,652
Change+130,227 (+8%)
Value$52.8M (+$868.8K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares1,437,823 from 1,407,335
Change+30,488 (+2%)
Value$44.5M (-$1.9M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares1,347,995 from 1,104,735
Change+243,260 (+22%)
Value$41.7M (+$5.3M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,124,173 from 1,070,088
Change+54,085 (+5%)
Value$34.8M (-$477.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares1,119,437 from 998,736
Change+120,701 (+12%)
Value$34.7M (+$1.7M)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares873,380 from 744,539
Change+128,841 (+17%)
Value$27.0M (+$2.5M)
Filed 2026-11-04
Ergawealth Advisors, Inc.
INCREASED
Shares821,971 from 815,624
Change+6,347 (+1%)
Value$25.4M (-$1.4M)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares532,466 from 468,806
Change+63,660 (+14%)
Value$16.5M (+$1.0M)
Filed 2026-11-06
Main Line Retirement Advisors, LLC
INCREASED
Shares528,417 from 511,035
Change+17,382 (+3%)
Value$16.4M (-$489.0K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares471,922 from 458,668
Change+13,254 (+3%)
Value$14.6M (-$511.6K)
Filed 2026-10-22
Aprio Wealth Management, LLC
INCREASED
Shares451,948 from 143,654
Change+308,294 (+215%)
Value$14.0M (+$9.3M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares350,848 from 311,525
Change+39,323 (+13%)
Value$11.0M (+$908.0K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares325,129 from 281,626
Change+43,503 (+15%)
Value$10.1M (+$780.7K)
Filed 2026-11-03
Souders Financial Advisors
INCREASED
Shares323,511 from 305,649
Change+17,862 (+6%)
Value$10.0M (-$61.4K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares199,626 from 146,308
Change+53,318 (+36%)
Value$6.2M (+$1.4M)
Filed 2026-10-14
KWB Wealth
DECREASED
Shares188,326 from 379,650
Change-191,324 (-50%)
Value$5.8M (-$6.7M)
Filed 2026-10-16
Royal Harbor Partners, LLC
INCREASED
Shares179,842 from 175,902
Change+3,940 (+2%)
Value$5.6M (-$231.6K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares174,764 from 133,823
Change+40,941 (+31%)
Value$5.4M (+$998.6K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares167,414 from 165,625
Change+1,789 (+1%)
Value$5.2M (-$277.5K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares163,665 from 148,932
Change+14,733 (+10%)
Value$5.1M (+$156.8K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares153,164 from 143,030
Change+10,134 (+7%)
Value$4.7M (+$26.3K)
Filed 2026-10-13
Laurel Wealth Planning LLC
INCREASED
Shares150,179 from 140,924
Change+9,255 (+7%)
Value$4.6M (+$3.3K)
Filed 2026-11-02
Smith Thornton Advisors LLC
INCREASED
Shares148,752 from 145,026
Change+3,726 (+3%)
Value$4.6M (-$80.4K)
Filed 2026-10-16
NavPoint Financial, Inc.
INCREASED
Shares141,240 from 127,106
Change+14,134 (+11%)
Value$4.4M (+$182.1K)
Filed 2026-10-21
StoneCrest Wealth Management, Inc.
DECREASED
Shares139,324 from 139,716
Change-392 (0%)
Value$4.3M (-$293.0K)
Filed 2026-11-03
Wealth Science Advisors LLC
INCREASED
Shares137,874 from 130,103
Change+7,771 (+6%)
Value$4.3M (-$20.9K)
Filed 2026-10-09
Oppenheimer & Co Inc
INCREASED
Shares132,291 from 83,390
Change+48,901 (+59%)
Value$4.1M (+$1.3M)
Filed 2026-10-26
National Wealth Management Group, LLC
DECREASED
Shares130,145 from 179,661
Change-49,516 (-28%)
Value$4.0M (-$1.9M)
Filed 2026-10-26
BNB Wealth Management, LLC
DECREASED
Shares126,034 from 130,610
Change-4,576 (-3%)
Value$3.9M (-$404.2K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares120,368 from 92,004
Change+28,364 (+31%)
Value$3.7M (+$693.2K)
Filed 2026-10-15
Boyer Financial Services, Inc.
INCREASED
Shares101,840 from 98,023
Change+3,817 (+4%)
Value$3.2M (-$54.3K)
Filed 2026-10-23
A&I Financial Services, LLC
INCREASED
Shares92,200 from 83,521
Change+8,679 (+10%)
Value$2.9M (+$100.8K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares91,662 from 54,557
Change+37,105 (+68%)
Value$2.8M (+$1.0M)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares89,073 from 82,104
Change+6,969 (+8%)
Value$2.8M (+$50.7K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares88,494 from 86,589
Change+1,905 (+2%)
Value$2.7M (-$115.0K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares85,614 from 74,576
Change+11,038 (+15%)
Value$2.7M (+$191.8K)
Filed 2026-10-07
NWF Advisory Services Inc.
INCREASED
Shares84,139 from 80,560
Change+3,579 (+4%)
Value$2.6M (-$51.1K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares82,727 from 139,127
Change-56,400 (-41%)
Value$2.5M (-$2.1M)
Filed 2026-10-23
Entruity Wealth, LLC
INCREASED
Shares80,817 from 80,520
Change+297 (+0%)
Value$2.5M (-$152.7K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares79,303 from 61,354
Change+17,949 (+29%)
Value$2.5M (+$432.4K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares68,094 from 53,549
Change+14,545 (+27%)
Value$2.1M (+$342.7K)
Filed 2026-10-29
Latitude Advisors, LLC
INCREASED
Shares62,942 from 41,457
Change+21,485 (+52%)
Value$1.9M (+$581.8K)
Filed 2026-10-27
Wise Wealth Partners
DECREASED
Shares59,036 from 60,388
Change-1,352 (-2%)
Value$1.8M (-$163.2K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares54,927 from 40,098
Change+14,829 (+37%)
Value$1.7M (+$378.5K)
Filed 2026-10-23
Advisortrust Partners, LLC
INCREASED
Shares53,487 from 7,500
Change+45,987 (+613%)
Value$1.7M (+$1.4M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares53,105 from 48,283
Change+4,822 (+10%)
Value$1.6M (+$52.2K)
Filed 2026-10-23
Michael Brady & Co., LLC
INCREASED
Shares52,436 from 45,150
Change+7,286 (+16%)
Value$1.6M (+$134.8K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares51,445 from 48,399
Change+3,046 (+6%)
Value$1.6M (-$3.0K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares51,085 from 48,819
Change+2,266 (+5%)
Value$1.6M (-$28.0K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares50,940 from 44,314
Change+6,626 (+15%)
Value$1.6M (+$116.1K)
Filed 2026-11-06
LongView Wealth Management
INCREASED
Shares49,686 from 45,765
Change+3,921 (+9%)
Value$1.5M (+$29.4K)
Filed 2026-10-19
Blueprint Investment Partners LLC
INCREASED
Shares49,251 from 48,230
Change+1,021 (+2%)
Value$1.5M (-$65.3K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares49,251 from 48,230
Change+1,021 (+2%)
Value$1.5M (-$65.3K)
Filed 2026-10-28
R2 Capital Strategies, LLC
DECREASED
Shares48,586 from 48,614
Change-28 (0%)
Value$1.5M (-$98.6K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares48,541 from 46,239
Change+2,302 (+5%)
Value$1.5M (-$21.7K)
Filed 2026-10-29
Trademark Financial Management, LLC
INCREASED
Shares45,174 from 40,398
Change+4,776 (+12%)
Value$1.4M (+$66.7K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares44,614 from 44,150
Change+464 (+1%)
Value$1.4M (-$74.4K)
Filed 2026-11-03
Stewardship Concepts Financial Services LLC
INCREASED
Shares44,504 from 39,975
Change+4,529 (+11%)
Value$1.4M (+$59.9K)
Filed 2026-10-06
Security Financial Services, Inc.
INCREASED
Shares43,900 from 42,035
Change+1,865 (+4%)
Value$1.4M (-$26.8K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares43,501 from 48,005
Change-4,504 (-9%)
Value$1.3M (-$235.9K)
Filed 2026-10-13
Alchemi Wealth, LLC
INCREASED
Shares41,801 from 41,611
Change+190 (+0%)
Value$1.3M (-$77.8K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares41,371 from 31,039
Change+10,332 (+33%)
Value$1.3M (+$267.8K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares40,830 from 27,830
Change+13,000 (+47%)
Value$1.3M (+$346.5K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares40,210 from 24,770
Change+15,440 (+62%)
Value$1.2M (+$428.2K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares39,305
Change+39,305
Value$1.2M
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares35,449 from 34,426
Change+1,023 (+3%)
Value$1.1M (-$37.5K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares34,206 from 32,011
Change+2,195 (+7%)
Value$1.1M (+$3.6K)
Filed 2026-10-29
Barrett & Company, Inc.
INCREASED
Shares32,930 from 30,373
Change+2,557 (+8%)
Value$1.0M (+$18.1K)
Filed 2026-10-22
Pines Wealth Management, LLC
DECREASED
Shares29,924 from 32,732
Change-2,808 (-9%)
Value$926.4K (-$152.7K)
Filed 2026-10-21
Trinity Wealth Management, LLC
INCREASED
Shares28,793 from 28,578
Change+215 (+1%)
Value$891.4K (-$50.8K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares28,598 from 19,455
Change+9,143 (+47%)
Value$885.4K (+$244.0K)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares28,173 from 26,003
Change+2,170 (+8%)
Value$897.0K (+$60.3K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares27,953 from 27,308
Change+645 (+2%)
Value$876.1K (+$688)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares27,953 from 27,308
Change+645 (+2%)
Value$876.1K (+$688)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares26,921 from 26,553
Change+368 (+1%)
Value$833.5K (-$42.0K)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares25,126 from 12,794
Change+12,332 (+96%)
Value$777.9K (+$356.1K)
Filed 2026-10-08
Carson Advisory Inc.
INCREASED
Shares23,348 from 18,911
Change+4,437 (+23%)
Value$722.9K (+$99.4K)
Filed 2026-11-06
Center For Asset Management LLC
NEW
Shares22,628
Change+22,628
Value$700.6K
Filed 2026-10-16
Colonial River Investments, LLC
NEW
Shares21,121
Change+21,121
Value$653.9K
Filed 2026-10-19
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares18,581 from 19,693
Change-1,112 (-6%)
Value$575.3K (-$74.0K)
Filed 2026-10-14
Junk Investment Group, LLC
INCREASED
Shares18,569 from 18,549
Change+20 (+0%)
Value$574.9K (-$36.7K)
Filed 2026-10-19
Balboa Wealth Partners
INCREASED
Shares17,815 from 16,374
Change+1,441 (+9%)
Value$551.5K (+$11.7K)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares17,490 from 8,614
Change+8,876 (+103%)
Value$541.5K (+$257.1K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
DECREASED
Shares16,007 from 16,800
Change-793 (-5%)
Value$495.6K (-$58.3K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares15,825 from 9,902
Change+5,923 (+60%)
Value$491.3K (+$164.8K)
Filed 2026-10-30
HBW Advisory Services LLC
INCREASED
Shares15,691 from 14,609
Change+1,082 (+7%)
Value$485.8K (+$4.1K)
Filed 2026-10-15
Lincoln Capital LLC
INCREASED
Shares15,427 from 10,206
Change+5,221 (+51%)
Value$477.9K (+$141.4K)
Filed 2026-10-09
Lantern Wealth Advisors, LLC
INCREASED
Shares14,868 from 14,658
Change+210 (+1%)
Value$460.3K (-$23.0K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares14,858 from 13,014
Change+1,844 (+14%)
Value$460.0K (+$30.9K)
Filed 2026-10-20
SilverOak Wealth Management LLC
INCREASED
Shares14,803 from 10,253
Change+4,550 (+44%)
Value$458.3K (+$120.3K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares14,095 from 10,556
Change+3,539 (+34%)
Value$436.4K (+$88.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares14,053 from 35,540
Change-21,487 (-60%)
Value$435.1K (-$736.7K)
Filed 2026-10-08
Sterling Investment Advisors, Ltd.
INCREASED
Shares13,045 from 12,920
Change+125 (+1%)
Value$403.9K (-$22.1K)
Filed 2026-10-27
Trilogy Capital Inc.
UNCHANGED
Shares12,263 from 12,263
Change0 (0%)
Value$379.7K (-$24.6K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares11,842 from 308
Change+11,534 (+3745%)
Value$366.6K (+$356.5K)
Filed 2026-10-29
CLG LLC
INCREASED
Shares10,674 from 9,931
Change+743 (+7%)
Value$330.5K (+$3.1K)
Filed 2026-10-13
Capital Management Associates, Inc
NEW
Shares10,539
Change+10,539
Value$326.3K
Filed 2026-10-20
Private Client Services, LLC
INCREASED
Shares10,049 from 7,959
Change+2,090 (+26%)
Value$311.1K (+$48.7K)
Filed 2026-10-02
Perigon Wealth Management, LLC
INCREASED
Shares9,617 from 6,911
Change+2,706 (+39%)
Value$297.7K (+$69.9K)
Filed 2026-10-22
Fifth Third Bancorp
UNCHANGED
Shares9,504 from 9,504
Change0 (0%)
Value$294.2K (-$19.1K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares9,272 from 7,347
Change+1,925 (+26%)
Value$287.0K (+$45.0K)
Filed 2026-10-22
Victory Financial Group, LLC
INCREASED
Shares8,992 from 8,882
Change+110 (+1%)
Value$278.4K (-$14.4K)
Filed 2026-10-27
Summit Global Investments
INCREASED
Shares8,864 from 8,425
Change+439 (+5%)
Value$274.0K (-$4.0K)
Filed 2026-10-28
Hunter Associates Investment Management LLC
NEW
Shares8,513
Change+8,513
Value$263.0K
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares8,350 from 7,225
Change+1,125 (+16%)
Value$258.5K (+$20.3K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
INCREASED
Shares7,898 from 5,598
Change+2,300 (+41%)
Value$244.5K (+$60.0K)
Filed 2026-10-13
JGP Wealth Management, LLC
UNCHANGED
Shares7,770 from 7,770
Change0 (0%)
Value$240.6K (-$15.6K)
Filed 2026-10-13
Merited Wealth, LLC
DECREASED
Shares7,766 from 15,153
Change-7,387 (-49%)
Value$240.4K (-$259.2K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
INCREASED
Shares7,636 from 6,348
Change+1,288 (+20%)
Value$236.4K (+$27.1K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares7,259 from 7,252
Change+7 (+0%)
Value$224.7K (-$14.4K)
Filed 2026-10-28
Uhlmann Price Securities, LLC
INCREASED
Shares7,106 from 7,101
Change+5 (+0%)
Value$220.1K (-$14.0K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares6,997 from 7,162
Change-165 (-2%)
Value$217.8K (-$18.0K)
Filed 2026-11-02
LexAurum Advisors, LLC
UNCHANGED
Shares6,849 from 6,849
Change0 (0%)
Value$212.0K (-$13.8K)
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares6,633 from 6,865
Change-232 (-3%)
Value$205.4K (-$21.0K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares6,020 from 4,249
Change+1,771 (+42%)
Value$186.4K (+$46.3K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares5,430 from 5,377
Change+53 (+1%)
Value$168.1K (-$9.2K)
Filed 2026-10-16
Milestone Investment Advisors LLC
INCREASED
Shares5,377 from 5,370
Change+7 (+0%)
Value$166.5K (-$10.6K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares5,209 from 1,066
Change+4,143 (+389%)
Value$161.3K (+$126.1K)
Filed 2026-10-13
James T. Borello RIA
NEW
Shares4,341
Change+4,341
Value$134.4K
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares3,078
Change+3,078
Value$95.3K
Filed 2026-11-05
North Star Investment Management Corp.
NEW
Shares2,897
Change+2,897
Value$89.7K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares2,567 from 1,963
Change+604 (+31%)
Value$79.5K (+$14.7K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares1,623
Change+1,623
Value$50.2K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares1,485
Change+1,485
Value$46.0K
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$43.2K (-$2.8K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares1,330 from 1,147
Change+183 (+16%)
Value$41.2K (+$3.4K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares1,267 from 1,452
Change-185 (-13%)
Value$39.2K (-$8.6K)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares664 from 352
Change+312 (+89%)
Value$20.6K (+$9.0K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares622 from 597
Change+25 (+4%)
Value$19.3K (-$426)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$19.1K (-$1.2K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares512 from 5,814
Change-5,302 (-91%)
Value$15.9K (-$175.8K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares458
Change+458
Value$14.2K
Filed 2026-10-21
IAG Wealth Partners, LLC
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$13.4K (-$872)
Filed 2026-11-06
Trust Co of Toledo NA
NEW
Shares332
Change+332
Value$10.3K
Filed 2026-10-16
Kelleher Financial Advisors
NEW
Shares300
Change+300
Value$9.3K
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$4.8K (-$310)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares151 from 165
Change-14 (-8%)
Value$4.7K (-$765)
Filed 2026-10-08
Russell Investments Group, Ltd.
NEW
Shares33
Change+33
Value$1.0K
Filed 2026-11-06
VestGen Advisors, LLC
CLOSED
Shares0 from 6,722
Change-6,722 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-27
Presilium Private Wealth, LLC
CLOSED
Shares0 from 6,495
Change-6,495 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-26
High Net Worth Advisory Group LLC
CLOSED
Shares0 from 6,359
Change-6,359 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,443
Change-1,443 (-100%)
Value$0 (-$47.6K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-15
Key FInancial Inc
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 10,481,145
Change-10,481,145 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,714,240
Change-4,714,240 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,904,910
Change-2,904,910 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,507,602
Change-2,507,602 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,443,779
Change-2,443,779 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,276,254
Change-2,276,254 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,325,925
Change-1,325,925 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,235,373
Change-1,235,373 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,218,875
Change-1,218,875 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,192,327
Change-1,192,327 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,171,983
Change-1,171,983 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,131,525
Change-1,131,525 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,077,007
Change-1,077,007 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 955,775
Change-955,775 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 955,714
Change-955,714 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 824,209
Change-824,209 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 801,560
Change-801,560 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 641,960
Change-641,960 (-100%)
Value—
&partners
N/A
Shares— from 552,692
Change-552,692 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 522,131
Change-522,131 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 509,926
Change-509,926 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 460,000
Change-460,000 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 457,700
Change-457,700 (-100%)
Value—
Stephens Inc
N/A
Shares— from 404,504
Change-404,504 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 372,277
Change-372,277 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 303,954
Change-303,954 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 286,923
Change-286,923 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 282,307
Change-282,307 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 270,456
Change-270,456 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 215,247
Change-215,247 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 213,117
Change-213,117 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 190,437
Change-190,437 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 190,130
Change-190,130 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 164,361
Change-164,361 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 159,931
Change-159,931 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 156,930
Change-156,930 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 155,166
Change-155,166 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 137,808
Change-137,808 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 125,820
Change-125,820 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 124,541
Change-124,541 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 111,477
Change-111,477 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 101,139
Change-101,139 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 98,226
Change-98,226 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 91,946
Change-91,946 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 77,386
Change-77,386 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 74,531
Change-74,531 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 58,683
Change-58,683 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 56,101
Change-56,101 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 54,711
Change-54,711 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 51,746
Change-51,746 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 51,114
Change-51,114 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 49,851
Change-49,851 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 49,758
Change-49,758 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 48,470
Change-48,470 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 47,672
Change-47,672 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 47,081
Change-47,081 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 45,854
Change-45,854 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 45,195
Change-45,195 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 44,821
Change-44,821 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 39,090
Change-39,090 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 37,130
Change-37,130 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,367
Change-36,367 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 35,646
Change-35,646 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,162
Change-31,162 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 30,729
Change-30,729 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 27,008
Change-27,008 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 26,684
Change-26,684 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 26,247
Change-26,247 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 24,755
Change-24,755 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 23,801
Change-23,801 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 23,389
Change-23,389 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 22,188
Change-22,188 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,385
Change-20,385 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,566
Change-19,566 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,902
Change-17,902 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,499
Change-17,499 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 17,122
Change-17,122 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 15,536
Change-15,536 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,847
Change-14,847 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,840
Change-14,840 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,820
Change-13,820 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,672
Change-12,672 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 12,091
Change-12,091 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 10,685
Change-10,685 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,811
Change-8,811 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Status
LPL Financial LLC
INCREASED25,340,73621,475,187+3,865,549+18%$708.0M$784.5M+$76.5M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,703,8791,573,652+130,227+8%$51.9M$52.8M+$868.8K2026-11-02
Merit Financial Group, LLC
INCREASED1,437,8231,407,335+30,488+2%$46.4M$44.5M-$1.9M2026-11-06
Assetmark, Inc
INCREASED1,347,9951,104,735+243,260+22%$36.4M$41.7M+$5.3M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED1,124,1731,070,088+54,085+5%$35.3M$34.8M-$477.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED1,119,437998,736+120,701+12%$32.9M$34.7M+$1.7M2026-11-02
Kestra Investment Management, LLC
INCREASED873,380744,539+128,841+17%$24.5M$27.0M+$2.5M2026-11-04
Ergawealth Advisors, Inc.
INCREASED821,971815,624+6,347+1%$26.9M$25.4M-$1.4M2026-10-21
Valmark Advisers, Inc.
INCREASED532,466468,806+63,660+14%$15.5M$16.5M+$1.0M2026-11-06
Main Line Retirement Advisors, LLC
INCREASED528,417511,035+17,382+3%$16.8M$16.4M-$489.0K2026-10-14
Strategic Blueprint, LLC
INCREASED471,922458,668+13,254+3%$15.1M$14.6M-$511.6K2026-10-22
Aprio Wealth Management, LLC
INCREASED451,948143,654+308,294+215%$4.7M$14.0M+$9.3M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED350,848311,525+39,323+13%$10.1M$11.0M+$908.0K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED325,129281,626+43,503+15%$9.3M$10.1M+$780.7K2026-11-03
Souders Financial Advisors
INCREASED323,511305,649+17,862+6%$10.1M$10.0M-$61.4K2026-11-03
Davenport & Co LLC
INCREASED199,626146,308+53,318+36%$4.8M$6.2M+$1.4M2026-10-14
KWB Wealth
DECREASED188,326379,650-191,324-50%$12.5M$5.8M-$6.7M2026-10-16
Royal Harbor Partners, LLC
INCREASED179,842175,902+3,940+2%$5.8M$5.6M-$231.6K2026-10-29
Cullen T Bankers, Inc.
INCREASED174,764133,823+40,941+31%$4.4M$5.4M+$998.6K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED167,414165,625+1,789+1%$5.5M$5.2M-$277.5K2026-10-16
Truist Financial Corp
INCREASED163,665148,932+14,733+10%$4.9M$5.1M+$156.8K2026-10-30
Independent Financial Group, LLC
INCREASED153,164143,030+10,134+7%$4.7M$4.7M+$26.3K2026-10-13
Laurel Wealth Planning LLC
INCREASED150,179140,924+9,255+7%$4.6M$4.6M+$3.3K2026-11-02
Smith Thornton Advisors LLC
INCREASED148,752145,026+3,726+3%$4.7M$4.6M-$80.4K2026-10-16
NavPoint Financial, Inc.
INCREASED141,240127,106+14,134+11%$4.2M$4.4M+$182.1K2026-10-21
StoneCrest Wealth Management, Inc.
DECREASED139,324139,716-3920%$4.6M$4.3M-$293.0K2026-11-03
Wealth Science Advisors LLC
INCREASED137,874130,103+7,771+6%$4.3M$4.3M-$20.9K2026-10-09
Oppenheimer & Co Inc
INCREASED132,29183,390+48,901+59%$2.7M$4.1M+$1.3M2026-10-26
National Wealth Management Group, LLC
DECREASED130,145179,661-49,516-28%$5.9M$4.0M-$1.9M2026-10-26
BNB Wealth Management, LLC
DECREASED126,034130,610-4,576-3%$4.3M$3.9M-$404.2K2026-10-28
Atria Investments, Inc
INCREASED120,36892,004+28,364+31%$3.0M$3.7M+$693.2K2026-10-15
Boyer Financial Services, Inc.
INCREASED101,84098,023+3,817+4%$3.2M$3.2M-$54.3K2026-10-23
A&I Financial Services, LLC
INCREASED92,20083,521+8,679+10%$2.8M$2.9M+$100.8K2026-10-15
Bank of New York Mellon Corp
INCREASED91,66254,557+37,105+68%$1.8M$2.8M+$1.0M2026-11-05
PFG Advisors
INCREASED89,07382,104+6,969+8%$2.7M$2.8M+$50.7K2026-10-16
Park Avenue Securities LLC
INCREASED88,49486,589+1,905+2%$2.9M$2.7M-$115.0K2026-10-26
Venture Visionary Partners LLC
INCREASED85,61474,576+11,038+15%$2.5M$2.7M+$191.8K2026-10-07
NWF Advisory Services Inc.
INCREASED84,13980,560+3,579+4%$2.7M$2.6M-$51.1K2026-10-19
Sigma Planning Corp
DECREASED82,727139,127-56,400-41%$4.6M$2.5M-$2.1M2026-10-23
Entruity Wealth, LLC
INCREASED80,81780,520+297+0%$2.7M$2.5M-$152.7K2026-11-06
Founders Financial Securities LLC
INCREASED79,30361,354+17,949+29%$2.0M$2.5M+$432.4K2026-10-28
Vise Technologies, Inc.
INCREASED68,09453,549+14,545+27%$1.8M$2.1M+$342.7K2026-10-29
Latitude Advisors, LLC
INCREASED62,94241,457+21,485+52%$1.4M$1.9M+$581.8K2026-10-27
Wise Wealth Partners
DECREASED59,03660,388-1,352-2%$2.0M$1.8M-$163.2K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED54,92740,098+14,829+37%$1.3M$1.7M+$378.5K2026-10-23
Advisortrust Partners, LLC
INCREASED53,4877,500+45,987+613%$247.3K$1.7M+$1.4M2026-11-02
Apollon Wealth Management, LLC
INCREASED53,10548,283+4,822+10%$1.6M$1.6M+$52.2K2026-10-23
Michael Brady & Co., LLC
INCREASED52,43645,150+7,286+16%$1.5M$1.6M+$134.8K2026-10-23
D.A. Davidson & Co.
INCREASED51,44548,399+3,046+6%$1.6M$1.6M-$3.0K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED51,08548,819+2,266+5%$1.6M$1.6M-$28.0K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED50,94044,314+6,626+15%$1.5M$1.6M+$116.1K2026-11-06
LongView Wealth Management
INCREASED49,68645,765+3,921+9%$1.5M$1.5M+$29.4K2026-10-19
Blueprint Investment Partners LLC
INCREASED49,25148,230+1,021+2%$1.6M$1.5M-$65.3K2026-10-28
Blueprint Financial Advisors LLC
INCREASED49,25148,230+1,021+2%$1.6M$1.5M-$65.3K2026-10-28
R2 Capital Strategies, LLC
DECREASED48,58648,614-280%$1.6M$1.5M-$98.6K2026-10-15
Koshinski Asset Management, Inc.
INCREASED48,54146,239+2,302+5%$1.5M$1.5M-$21.7K2026-10-29
Trademark Financial Management, LLC
INCREASED45,17440,398+4,776+12%$1.3M$1.4M+$66.7K2026-10-23
RFG Advisory, LLC
INCREASED44,61444,150+464+1%$1.5M$1.4M-$74.4K2026-11-03
Stewardship Concepts Financial Services LLC
INCREASED44,50439,975+4,529+11%$1.3M$1.4M+$59.9K2026-10-06
Security Financial Services, Inc.
INCREASED43,90042,035+1,865+4%$1.4M$1.4M-$26.8K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED43,50148,005-4,504-9%$1.6M$1.3M-$235.9K2026-10-13
Alchemi Wealth, LLC
INCREASED41,80141,611+190+0%$1.4M$1.3M-$77.8K2026-11-04
Prospera Financial Services Inc
INCREASED41,37131,039+10,332+33%$1.0M$1.3M+$267.8K2026-11-04
Nations Financial Group Inc,
INCREASED40,83027,830+13,000+47%$917.6K$1.3M+$346.5K2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED40,21024,770+15,440+62%$816.7K$1.2M+$428.2K2026-10-19
Ascentis Independent Advisors
NEW39,305—+39,305——$1.2M—2026-11-03
Summit Investment Advisory Services, LLC
INCREASED35,44934,426+1,023+3%$1.1M$1.1M-$37.5K2026-11-03
Integrity Alliance, Llc.
INCREASED34,20632,011+2,195+7%$1.1M$1.1M+$3.6K2026-10-29
Barrett & Company, Inc.
INCREASED32,93030,373+2,557+8%$1.0M$1.0M+$18.1K2026-10-22
Pines Wealth Management, LLC
DECREASED29,92432,732-2,808-9%$1.1M$926.4K-$152.7K2026-10-21
Trinity Wealth Management, LLC
INCREASED28,79328,578+215+1%$942.2K$891.4K-$50.8K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED28,59819,455+9,143+47%$641.4K$885.4K+$244.0K2026-11-04
Sovran Advisors, LLC
INCREASED28,17326,003+2,170+8%$836.8K$897.0K+$60.3K2026-11-02
Diversify Advisory Services, LLC
INCREASED27,95327,308+645+2%$875.4K$876.1K+$6882026-10-20
Diversify Wealth Management, LLC
INCREASED27,95327,308+645+2%$875.4K$876.1K+$6882026-10-20
Tempus Wealth Planning, LLC
INCREASED26,92126,553+368+1%$875.5K$833.5K-$42.0K2026-10-14
First Heartland Consultants, Inc.
INCREASED25,12612,794+12,332+96%$421.8K$777.9K+$356.1K2026-10-08
Carson Advisory Inc.
INCREASED23,34818,911+4,437+23%$623.5K$722.9K+$99.4K2026-11-06
Center For Asset Management LLC
NEW22,628—+22,628——$700.6K—2026-10-16
Colonial River Investments, LLC
NEW21,121—+21,121——$653.9K—2026-10-19
Fearless Solutions, LLC dba Best Invest
DECREASED18,58119,693-1,112-6%$649.3K$575.3K-$74.0K2026-10-14
Junk Investment Group, LLC
INCREASED18,56918,549+20+0%$611.6K$574.9K-$36.7K2026-10-19
Balboa Wealth Partners
INCREASED17,81516,374+1,441+9%$539.9K$551.5K+$11.7K2026-10-20
Savant Capital, LLC
INCREASED17,4908,614+8,876+103%$284.3K$541.5K+$257.1K2026-11-06
Summit Wealth Group LLC / Co
DECREASED16,00716,800-793-5%$553.9K$495.6K-$58.3K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED15,8259,902+5,923+60%$326.5K$491.3K+$164.8K2026-10-30
HBW Advisory Services LLC
INCREASED15,69114,609+1,082+7%$481.7K$485.8K+$4.1K2026-10-15
Lincoln Capital LLC
INCREASED15,42710,206+5,221+51%$336.5K$477.9K+$141.4K2026-10-09
Lantern Wealth Advisors, LLC
INCREASED14,86814,658+210+1%$483.3K$460.3K-$23.0K2026-10-22
Private Trust Co NA
INCREASED14,85813,014+1,844+14%$429.1K$460.0K+$30.9K2026-10-20
SilverOak Wealth Management LLC
INCREASED14,80310,253+4,550+44%$338.0K$458.3K+$120.3K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED14,09510,556+3,539+34%$348.0K$436.4K+$88.4K2026-11-05
Farther Finance Advisors, LLC
DECREASED14,05335,540-21,487-60%$1.2M$435.1K-$736.7K2026-10-08
Sterling Investment Advisors, Ltd.
INCREASED13,04512,920+125+1%$426.0K$403.9K-$22.1K2026-10-27
Trilogy Capital Inc.
UNCHANGED12,26312,26300%$404.3K$379.7K-$24.6K2026-10-20
Signature Equity Partners, LLC
INCREASED11,842308+11,534+3745%$10.2K$366.6K+$356.5K2026-10-29
CLG LLC
INCREASED10,6749,931+743+7%$327.4K$330.5K+$3.1K2026-10-13
Capital Management Associates, Inc
NEW10,539—+10,539——$326.3K—2026-10-20
Private Client Services, LLC
INCREASED10,0497,959+2,090+26%$262.4K$311.1K+$48.7K2026-10-02
Perigon Wealth Management, LLC
INCREASED9,6176,911+2,706+39%$227.9K$297.7K+$69.9K2026-10-22
Fifth Third Bancorp
UNCHANGED9,5049,50400%$313.3K$294.2K-$19.1K2026-11-05
Wedbush Securities Inc
INCREASED9,2727,347+1,925+26%$242.0K$287.0K+$45.0K2026-10-22
Victory Financial Group, LLC
INCREASED8,9928,882+110+1%$292.8K$278.4K-$14.4K2026-10-27
Summit Global Investments
INCREASED8,8648,425+439+5%$278.0K$274.0K-$4.0K2026-10-28
Hunter Associates Investment Management LLC
NEW8,513—+8,513——$263.0K—2026-10-26
Visionary Wealth Advisors
INCREASED8,3507,225+1,125+16%$238.2K$258.5K+$20.3K2026-11-04
Harbor Investment Advisory, LLC
INCREASED7,8985,598+2,300+41%$184.6K$244.5K+$60.0K2026-10-13
JGP Wealth Management, LLC
UNCHANGED7,7707,77000%$256.2K$240.6K-$15.6K2026-10-13
Merited Wealth, LLC
DECREASED7,76615,153-7,387-49%$499.6K$240.4K-$259.2K2026-10-13
Tcfg Investment Advisors, LLC
INCREASED7,6366,348+1,288+20%$209.3K$236.4K+$27.1K2026-10-20
MGO One Seven LLC
INCREASED7,2597,252+7+0%$239.1K$224.7K-$14.4K2026-10-28
Uhlmann Price Securities, LLC
INCREASED7,1067,101+5+0%$234.1K$220.1K-$14.0K2026-11-03
International Assets Investment Management, LLC
DECREASED6,9977,162-165-2%$235.8K$217.8K-$18.0K2026-11-02
LexAurum Advisors, LLC
UNCHANGED6,8496,84900%$225.8K$212.0K-$13.8K2026-10-19
Ascent Group, LLC
DECREASED6,6336,865-232-3%$226.3K$205.4K-$21.0K2026-10-30
Creative Financial Designs Inc
INCREASED6,0204,249+1,771+42%$140.1K$186.4K+$46.3K2026-11-04
IFP Advisors, Inc
INCREASED5,4305,377+53+1%$177.3K$168.1K-$9.2K2026-10-16
Milestone Investment Advisors LLC
INCREASED5,3775,370+7+0%$177.0K$166.5K-$10.6K2026-11-05
Cape Investment Advisory, Inc.
INCREASED5,2091,066+4,143+389%$35.1K$161.3K+$126.1K2026-10-13
James T. Borello RIA
NEW4,341—+4,341——$134.4K—2026-10-16
Jacobi Capital Management LLC
NEW3,078—+3,078——$95.3K—2026-11-05
North Star Investment Management Corp.
NEW2,897—+2,897——$89.7K—2026-10-27
Silver Grove Financial Group, Inc.
INCREASED2,5671,963+604+31%$64.7K$79.5K+$14.7K2026-11-05
UMB Private Wealth Management, LLC
NEW1,623—+1,623——$50.2K—2026-10-19
Provenance Wealth Advisors, LLC
NEW1,485—+1,485——$46.0K—2026-10-30
Westside Investment Management, Inc.
UNCHANGED1,3951,39500%$46.0K$43.2K-$2.8K2026-11-02
Rossby Financial, LCC
INCREASED1,3301,147+183+16%$37.8K$41.2K+$3.4K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED1,2671,452-185-13%$47.9K$39.2K-$8.6K2026-11-04
Archer Investment Corp
INCREASED664352+312+89%$11.6K$20.6K+$9.0K2026-11-05
US Bancorp \de\
INCREASED622597+25+4%$19.7K$19.3K-$4262026-11-05
Lanark Financial, Inc.
UNCHANGED61861800%$20.4K$19.1K-$1.2K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5125,814-5,302-91%$191.7K$15.9K-$175.8K2026-10-14
Root Financial Partners, LLC
NEW458—+458——$14.2K—2026-10-21
IAG Wealth Partners, LLC
UNCHANGED43443400%$14.3K$13.4K-$8722026-11-06
Trust Co of Toledo NA
NEW332—+332——$10.3K—2026-10-16
Kelleher Financial Advisors
NEW300—+300——$9.3K—2026-10-30
Central Trust Co
UNCHANGED15415400%$5.1K$4.8K-$3102026-11-05
CoreCap Advisors, LLC
DECREASED151165-14-8%$5.4K$4.7K-$7652026-10-08
Russell Investments Group, Ltd.
NEW33—+33——$1.0K—2026-11-06
VestGen Advisors, LLC
CLOSED06,722-6,722-100%$221.6K$0-$221.6K2026-10-27
Presilium Private Wealth, LLC
CLOSED06,495-6,495-100%$214.1K$0-$214.1K2026-10-26
High Net Worth Advisory Group LLC
CLOSED06,359-6,359-100%$209.7K$0-$209.7K2026-10-26
PNC Financial Services Group, Inc.
CLOSED01,443-1,443-100%$47.6K$0-$47.6K2026-11-06
AdvisorNet Financial, Inc
CLOSED0145-145-100%$4.8K$0-$4.8K2026-10-15
Key FInancial Inc
CLOSED054-54-100%$1.8K$0-$1.8K2026-11-02
Envestnet Asset Management Inc
N/A—10,481,145-10,481,145-100%$345.6M———
Wells Fargo & Company
N/A—4,714,240-4,714,240-100%$155.4M———
Pathstone Holdings, LLC
N/A—2,904,910-2,904,910-100%$95.8M———
Jones Financial Companies Lllp
N/A—2,507,602-2,507,602-100%$81.3M———
Osaic Holdings, Inc.
N/A—2,443,779-2,443,779-100%$80.6M———
Cetera Investment Advisers
N/A—2,276,254-2,276,254-100%$75.0M———
MML Investors Services, LLC
N/A—1,325,925-1,325,925-100%$43.7M———
Northwestern Mutual Wealth Management Co
N/A—1,235,373-1,235,373-100%$40.7M———
Raymond James Financial Inc
N/A—1,218,875-1,218,875-100%$40.2M———
SEI Investments Co
N/A—1,192,327-1,192,327-100%$39.3M———
Janney Montgomery Scott LLC
N/A—1,171,983-1,171,983-100%$38.6M———
Captrust Financial Advisors
N/A—1,131,525-1,131,525-100%$37.3M———
Royal Bank of Canada
N/A—1,077,007-1,077,007-100%$35.5M———
Stifel Financial Corp
N/A—955,775-955,775-100%$31.5M———
Capital Group Private Client Services, Inc.
N/A—955,714-955,714-100%$31.5M———
NewEdge Advisors, LLC
N/A—824,209-824,209-100%$27.2M———
Benjamin Edwards Inc
N/A—801,560-801,560-100%$26.4M———
Presper Financial Architects, LLC
N/A—641,960-641,960-100%$21.2M———
&partners
N/A—552,692-552,692-100%$18.3M———
Natixis Advisors, LLC
N/A—522,131-522,131-100%$17.2M———
Baird Financial Group, Inc.
N/A—509,926-509,926-100%$16.8M———
Macquarie Group LTD
N/A—460,000-460,000-100%$15.2M———
Compton Financial Group, LLC
N/A—457,700-457,700-100%$15.1M———
Stephens Inc
N/A—404,504-404,504-100%$13.3M———
Rockefeller Capital Management L.P.
N/A—372,277-372,277-100%$12.3M———
Vestmark Advisory Solutions, Inc.
N/A—303,954-303,954-100%$10.0M———
Coign Capital Advisors LLC
N/A—286,923-286,923-100%$9.5M———
Orion Porfolio Solutions, LLC
N/A—282,307-282,307-100%$9.3M———
Great Valley Advisor Group, Inc.
N/A—270,456-270,456-100%$8.9M———
Essex Financial Services, Inc.
N/A—215,247-215,247-100%$7.1M———
Equitable Holdings, Inc.
N/A—213,117-213,117-100%$7.0M———
Cary Street Partners Financial LLC
N/A—190,437-190,437-100%$6.3M———
Private Advisor Group, LLC
N/A—190,130-190,130-100%$6.3M———
Smartleaf Asset Management LLC
N/A—164,361-164,361-100%$5.4M———
Bank of America Corp
N/A—159,931-159,931-100%$5.3M———
Per Stirling Capital Management, Llc.
N/A—156,930-156,930-100%$5.2M———
Harbour Investments, Inc.
N/A—155,166-155,166-100%$5.1M———
Envestnet Portfolio Solutions, Inc.
N/A—137,808-137,808-100%$4.5M———
Principal Securities, Inc.
N/A—125,820-125,820-100%$4.1M———
Tradition Wealth Management, LLC
N/A—124,541-124,541-100%$4.1M———
Mutual Advisors, LLC
N/A—111,477-111,477-100%$3.7M———
HighTower Advisors, LLC
N/A—101,139-101,139-100%$3.3M———
BFC Planning, Inc.
N/A—98,226-98,226-100%$3.2M———
Gateway Wealth Partners, LLC
N/A—91,946-91,946-100%$3.0M———
World Investment Advisors
N/A—77,386-77,386-100%$2.3M———
Hopwood Nicholas Hunter
N/A—74,531-74,531-100%$2.5M———
Beta Wealth Group, Inc.
N/A—58,683-58,683-100%$1.9M———
Kingsview Wealth Management, LLC
N/A—56,101-56,101-100%$1.8M———
Sanctuary Advisors, LLC
N/A—54,711-54,711-100%$1.8M———
Steward Partners Investment Advisory, LLC
N/A—51,746-51,746-100%$1.7M———
UBS Asset Management Americas LLC
N/A—51,114-51,114-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—49,851-49,851-100%$1.6M———
HighPoint Advisor Group LLC
N/A—49,758-49,758-100%$1.6M———
AQR Capital Management LLC
N/A—48,470-48,470-100%$1.6M———
Kintra Wealth, LLC
N/A—47,672-47,672-100%$1.6M———
Frazier Financial Advisors, LLC
N/A—47,081-47,081-100%$1.6M———
IFG Advisory, LLC
N/A—45,854-45,854-100%$1.5M———
Capital Analysts, LLC
N/A—45,195-45,195-100%$1.5M———
Waverly Advisors, LLC
N/A—44,821-44,821-100%$1.5M———
Sittner & Nelson, LLC
N/A—39,090-39,090-100%$1.3M———
Rothschild Investment LLC
N/A—37,130-37,130-100%$1.2M———
Mariner, LLC
N/A—36,367-36,367-100%$1.2M———
Forge Financial Services LLC
N/A—35,646-35,646-100%$1.2M———
Global Retirement Partners, LLC
N/A—31,162-31,162-100%$1.0M———
Qube Research & Technologies Ltd
N/A—30,729-30,729-100%$1.0M———
OneAscent Financial Services LLC
N/A—27,008-27,008-100%$890.5K———
D. E. Shaw & Co., Inc.
N/A—26,684-26,684-100%$879.8K———
Capital Investment Management, Inc.
N/A—26,247-26,247-100%$865.4K———
Transamerica Financial Advisors, LLC
N/A—24,755-24,755-100%$817.2K———
Owen LaRue, LLC
N/A—23,801-23,801-100%$784.7K———
Advyzon Investment Management, LLC
N/A—23,389-23,389-100%$771.1K———
Vantus Wealth LLC
N/A—22,188-22,188-100%$731.5K———
Western Wealth Management, LLC
N/A—20,385-20,385-100%$672.1K———
Ameritas Advisory Services, LLC
N/A—19,566-19,566-100%$645.1K———
Citadel Advisors LLC
N/A—17,902-17,902-100%$590.2K———
Susquehanna International Group, LLP
N/A—17,499-17,499-100%$576.9K———
WNY Asset Management, LLC
N/A—17,122-17,122-100%$564.5K———
Florida Financial Advisors, LLC
N/A—15,536-15,536-100%$512.2K———
Arax Advisory Partners
N/A—14,847-14,847-100%$489.5K———
Integrated Wealth Concepts LLC
N/A—14,840-14,840-100%$489.3K———
JPMorgan Chase & Co
N/A—14,600-14,600-100%$477.3K———
Advisory Services Network, LLC
N/A—13,820-13,820-100%$455.6K———
GWN Securities Inc.
N/A—12,672-12,672-100%$417.8K———
Clark Capital Management Group, Inc.
N/A—12,091-12,091-100%$398.6K———
Harborfront Financial Group LLC
N/A—10,685-10,685-100%$352.3K———
Stratos Wealth Advisors, LLC
N/A—8,890-8,890-100%$293.1K———
Silver OAK Securities, Incorporated
N/A—8,811-8,811-100%$290.5K———
Belpointe Asset Management LLC
N/A—8,530-8,530-100%$281.2K———
Ameriprise Financial Inc
N/A—7,696-7,696-100%$253.7K———
Ausdal Financial Partners, Inc.
N/A—7,255-7,255-100%$239.2K———
UBS Group AG
N/A—4,451-4,451-100%$146.8K———
Continuum Advisory, LLC
N/A—3,728-3,728-100%$122.9K———
Colonial Trust Co / SC
N/A—2,886-2,886-100%$94.3K———
Huntington National Bank
N/A—2,549-2,549-100%$84.0K———
Morgan Stanley
N/A—1,548-1,548-100%$51.0K———
Vision Retirement, LLC
N/A—692-692-100%$22.8K———
Ameriflex Group, Inc.
N/A—563-563-100%$18.6K———
Showing 242 of 242 institutions