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Cohen & Steers Infrastructur (UTF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares699,917 from 728,909
Change-28,992 (-4%)
Value$17.3M (-$2.9M)
Filed 2026-11-06
SRH Advisors, LLC
DECREASED
Shares407,417 from 408,373
Change-956 (0%)
Value$10.0M (-$1.2M)
Filed 2026-10-22
C2c Wealth Management, LLC
DECREASED
Shares275,970 from 276,620
Change-650 (0%)
Value$6.8M (-$829.3K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares251,997 from 247,127
Change+4,870 (+2%)
Value$6.2M (-$606.5K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares180,298 from 164,937
Change+15,361 (+9%)
Value$4.4M (-$106.3K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares160,424 from 157,456
Change+2,968 (+2%)
Value$4.0M (-$389.8K)
Filed 2026-10-30
Conning Inc.
INCREASED
Shares134,450 from 132,057
Change+2,393 (+2%)
Value$3.3M (-$329.3K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares114,656 from 115,630
Change-974 (-1%)
Value$2.8M (-$364.0K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares97,124 from 70,124
Change+27,000 (+39%)
Value$2.4M (+$459.4K)
Filed 2026-10-07
Independent Financial Group, LLC
DECREASED
Shares96,025 from 128,956
Change-32,931 (-26%)
Value$2.4M (-$1.2M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares94,893 from 106,612
Change-11,719 (-11%)
Value$2.3M (-$602.3K)
Filed 2026-11-02
Smith Asset Management Co., LLC
DECREASED
Shares90,908 from 93,866
Change-2,958 (-3%)
Value$2.2M (-$348.9K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares87,915 from 80,008
Change+7,907 (+10%)
Value$2.2M (-$40.0K)
Filed 2026-10-22
NWF Advisory Services Inc.
INCREASED
Shares87,667 from 82,777
Change+4,890 (+6%)
Value$2.2M (-$122.8K)
Filed 2026-10-19
Marks Group Wealth Management, Inc
NEW
Shares80,837
Change+80,837
Value$2.0M
Filed 2026-11-05
Advisory Advocates, LLC
INCREASED
Shares79,540 from 78,340
Change+1,200 (+2%)
Value$2.0M (-$200.7K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares64,859 from 50,376
Change+14,483 (+29%)
Value$1.6M (+$208.9K)
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares64,755 from 66,098
Change-1,343 (-2%)
Value$1.6M (-$227.4K)
Filed 2026-10-13
Griffin Asset Management, Inc.
INCREASED
Shares63,191 from 62,789
Change+402 (+1%)
Value$1.6M (-$174.7K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares59,732 from 58,606
Change+1,126 (+2%)
Value$1.5M (-$144.5K)
Filed 2026-11-05
Aviance Capital Partners, LLC
DECREASED
Shares56,509 from 58,143
Change-1,634 (-3%)
Value$1.4M (-$211.2K)
Filed 2026-10-29
PMG Family Office LLC
INCREASED
Shares51,558 from 51,453
Change+105 (+0%)
Value$1.3M (-$148.7K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares45,698 from 43,466
Change+2,232 (+5%)
Value$1.1M (-$72.8K)
Filed 2026-11-06
Beacon Capital Management, Inc.
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$1.1M (-$132.3K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares41,854 from 41,854
Change0 (0%)
Value$1.0M (-$123.1K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares40,464 from 40,907
Change-443 (-1%)
Value$997.4K (-$131.2K)
Filed 2026-10-26
Abel Hall, LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$986.0K (-$117.6K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares39,351 from 35,139
Change+4,212 (+12%)
Value$1.0M (+$75.3K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares39,154 from 32,583
Change+6,571 (+20%)
Value$965.1K (+$66.2K)
Filed 2026-10-14
Symphony Financial Services, Inc.
INCREASED
Shares35,508 from 34,124
Change+1,384 (+4%)
Value$875.3K (-$66.2K)
Filed 2026-11-09
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares34,600 from 34,600
Change0 (0%)
Value$852.9K (-$101.7K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
DECREASED
Shares31,935 from 32,186
Change-251 (-1%)
Value$787.2K (-$100.8K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares29,285 from 31,285
Change-2,000 (-6%)
Value$721.9K (-$141.3K)
Filed 2026-10-20
Americana Partners, LLC
INCREASED
Shares27,010 from 25,010
Change+2,000 (+8%)
Value$665.8K (-$24.2K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares26,326 from 29,208
Change-2,882 (-10%)
Value$648.9K (-$156.9K)
Filed 2026-11-06
Investment Partners Asset Management, Inc.
UNCHANGED
Shares25,522 from 25,522
Change0 (0%)
Value$629.1K (-$75.0K)
Filed 2026-10-09
Simon Quick Advisors, LLC
INCREASED
Shares25,138 from 20,242
Change+4,896 (+24%)
Value$619.7K (+$61.2K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares23,432 from 23,344
Change+88 (+0%)
Value$577.6K (-$66.5K)
Filed 2026-10-30
Atlas Brown,Inc.
INCREASED
Shares22,045 from 22,012
Change+33 (+0%)
Value$543.4K (-$63.9K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares21,385 from 19,712
Change+1,673 (+8%)
Value$527.1K (-$16.7K)
Filed 2026-11-05
Mezzasalma Advisors, LLC
INCREASED
Shares21,376 from 21,172
Change+204 (+1%)
Value$526.9K (-$57.2K)
Filed 2026-10-14
HBK Sorce Advisory LLC
DECREASED
Shares21,212 from 21,255
Change-43 (0%)
Value$547.7K (-$32.6K)
Filed 2026-11-06
Quad-Cities Investment Group, LLC
DECREASED
Shares21,130 from 21,344
Change-214 (-1%)
Value$520.8K (-$68.0K)
Filed 2026-10-16
IFG Advisory, LLC
DECREASED
Shares21,108 from 21,863
Change-755 (-3%)
Value$520.3K (-$82.9K)
Filed 2026-11-09
Merit Financial Group, LLC
INCREASED
Shares20,491 from 20,429
Change+62 (+0%)
Value$505.1K (-$58.5K)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
NEW
Shares20,443
Change+20,443
Value$503.9K
Filed 2026-10-14
Weinberger Asset Management, Inc
UNCHANGED
Shares20,150 from 20,150
Change0 (0%)
Value$496.7K (-$63.3K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares20,098 from 21,409
Change-1,311 (-6%)
Value$515.1K (-$77.5K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares19,780 from 20,057
Change-277 (-1%)
Value$487.6K (-$65.8K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED
Shares19,681 from 19,681
Change0 (0%)
Value$485.1K (-$57.9K)
Filed 2026-10-14
Certified Advisory Corp
DECREASED
Shares19,505 from 26,013
Change-6,508 (-25%)
Value$480.8K (-$236.9K)
Filed 2026-10-29
Calamos Advisors LLC
INCREASED
Shares19,496 from 18,278
Change+1,218 (+7%)
Value$480.6K (-$23.7K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares18,717 from 19,749
Change-1,032 (-5%)
Value$461.4K (-$83.5K)
Filed 2026-11-05
North Star Investment Management Corp.
INCREASED
Shares18,102 from 17,797
Change+305 (+2%)
Value$446.2K (-$44.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares17,780 from 16,306
Change+1,474 (+9%)
Value$438.3K (-$11.6K)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares17,429 from 29,389
Change-11,960 (-41%)
Value$429.6K (-$381.2K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares17,269 from 9,625
Change+7,644 (+79%)
Value$425.7K (+$160.1K)
Filed 2026-10-23
NTV Asset Management LLC
DECREASED
Shares16,717 from 17,342
Change-625 (-4%)
Value$412.1K (-$66.4K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares14,550 from 14,550
Change0 (0%)
Value$358.7K (-$42.8K)
Filed 2026-11-02
Belpointe Asset Management LLC
DECREASED
Shares14,306 from 14,433
Change-127 (-1%)
Value$352.7K (-$45.6K)
Filed 2026-11-09
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares14,260 from 14,260
Change0 (0%)
Value$351.5K (-$41.9K)
Filed 2026-10-29
Community Bank of Raymore
UNCHANGED
Shares14,032 from 14,032
Change0 (0%)
Value$345.9K (-$41.3K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,659 from 11,590
Change+2,069 (+18%)
Value$336.7K (+$14.5K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares13,641 from 12,022
Change+1,619 (+13%)
Value$336.2K (+$4.6K)
Filed 2026-10-28
WealthBridge Capital Management, LLC
INCREASED
Shares13,153 from 12,942
Change+211 (+2%)
Value$324.2K (-$32.9K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares13,064 from 11,860
Change+1,204 (+10%)
Value$322.0K (-$5.2K)
Filed 2026-10-14
Uniting Wealth Partners, LLC
INCREASED
Shares12,942 from 12,735
Change+207 (+2%)
Value$319.0K (-$32.3K)
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares12,909 from 10,926
Change+1,983 (+18%)
Value$318.2K (+$16.8K)
Filed 2026-11-04
Scheeler Financial LLC
NEW
Shares12,765
Change+12,765
Value$314.7K
Filed 2026-10-13
RDA Financial Network
UNCHANGED
Shares12,077 from 12,077
Change0 (0%)
Value$297.7K (-$35.5K)
Filed 2026-10-15
Live Oak Private Wealth LLC
UNCHANGED
Shares12,075 from 12,075
Change0 (0%)
Value$297.6K (-$35.5K)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$295.8K (-$35.3K)
Filed 2026-10-01
Sheets Smith Wealth Management
UNCHANGED
Shares11,942 from 11,942
Change0 (0%)
Value$294.4K (-$35.1K)
Filed 2026-10-16
Register Financial Advisors LLC
INCREASED
Shares11,800 from 10,750
Change+1,050 (+10%)
Value$290.9K (-$5.7K)
Filed 2026-10-23
Channel Wealth LLC
UNCHANGED
Shares11,753 from 11,753
Change0 (0%)
Value$289.7K (-$34.6K)
Filed 2026-11-06
Primoris Wealth Advisors, LLC
DECREASED
Shares11,401 from 13,452
Change-2,051 (-15%)
Value$281.0K (-$90.1K)
Filed 2026-10-28
Apollon Wealth Management, LLC
UNCHANGED
Shares11,350 from 11,350
Change0 (0%)
Value$279.8K (-$33.4K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares10,980 from 10,287
Change+693 (+7%)
Value$270.7K (-$13.2K)
Filed 2026-10-26
Shulman DeMeo Asset Management LLC
DECREASED
Shares10,746 from 10,776
Change-30 (0%)
Value$270.5K (-$26.8K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
UNCHANGED
Shares10,589 from 10,589
Change0 (0%)
Value$261.0K (-$31.1K)
Filed 2026-11-03
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares10,409 from 10,409
Change0 (0%)
Value$256.6K (-$30.6K)
Filed 2026-10-13
Investmark Advisory Group LLC
DECREASED
Shares10,201 from 10,202
Change-1 (0%)
Value$251.5K (-$30.0K)
Filed 2026-10-27
Future Financial Wealth Managment LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$246.5K (-$31.8K)
Filed 2026-10-15
Saxony Capital Management, LLC
UNCHANGED
Shares8,466 from 8,466
Change0 (0%)
Value$208.7K (-$24.9K)
Filed 2026-10-15
Grove Bank & Trust
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$177.5K (-$21.2K)
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares6,767 from 6,767
Change0 (0%)
Value$166.8K (-$19.9K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
INCREASED
Shares6,579 from 6,573
Change+6 (+0%)
Value$162.0K (-$19.0K)
Filed 2026-10-27
Harbour Investments, Inc.
DECREASED
Shares6,265 from 8,628
Change-2,363 (-27%)
Value$154.4K (-$83.6K)
Filed 2026-11-09
CoreCap Advisors, LLC
INCREASED
Shares6,016 from 6,000
Change+16 (+0%)
Value$148.3K (-$17.2K)
Filed 2026-10-08
Geneos Wealth Management Inc.
DECREASED
Shares5,598 from 7,238
Change-1,640 (-23%)
Value$138.0K (-$61.7K)
Filed 2026-11-09
Golden State Wealth Management, LLC
INCREASED
Shares5,135 from 5,060
Change+75 (+1%)
Value$126.6K (-$13.0K)
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$120.2K (-$14.3K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares3,813 from 2,848
Change+965 (+34%)
Value$105.2K (+$26.6K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$91.2K (-$10.9K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
NEW
Shares3,542
Change+3,542
Value$87.3K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares3,351 from 2,262
Change+1,089 (+48%)
Value$82.6K (+$20.2K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares2,918 from 2,918
Change0 (0%)
Value$71.9K (-$8.6K)
Filed 2026-10-13
Eastern Bank
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$59.2K (-$7.1K)
Filed 2026-10-05
Trust Co of Toledo NA
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$58.7K (-$7.0K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,272 from 2,272
Change0 (0%)
Value$56.0K (-$6.7K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,089 from 2,089
Change0 (0%)
Value$51.5K (-$6.1K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$49.3K (-$5.9K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares1,972 from 1,946
Change+26 (+1%)
Value$48.6K (-$5.1K)
Filed 2026-10-20
Cullen T Bankers, Inc.
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$45.4K (-$5.4K)
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$43.0K (-$4.4K)
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$39.6K (-$4.7K)
Filed 2026-10-07
Costello Asset Management, Inc
INCREASED
Shares1,391 from 1,367
Change+24 (+2%)
Value$34.3K (-$3.4K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares1,291 from 709
Change+582 (+82%)
Value$31.8K (+$12.3K)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
DECREASED
Shares1,110 from 1,276
Change-166 (-13%)
Value$27.4K (-$7.8K)
Filed 2026-10-16
Financial Management Professionals, Inc.
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$25.8K (-$3.1K)
Filed 2026-10-23
Daytona Street Capital LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.1K (-$2.6K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares912 from 987
Change-75 (-8%)
Value$22.5K (-$4.8K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$20.4K (-$2.4K)
Filed 2026-10-21
Old Second National Bank of Aurora
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$18.6K (-$2.2K)
Filed 2026-10-22
Ascentis Independent Advisors
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$16.7K (-$2.0K)
Filed 2026-11-03
Hantz Financial Services, Inc.
NEW
Shares623
Change+623
Value$15
Filed 2026-11-09
Community Financial Services Group, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.3K (-$1.3K)
Filed 2026-10-15
N.E.W. Advisory Services LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.3K (-$1.5K)
Filed 2026-11-09
Russell Investments Group, Ltd.
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$10.5K (-$1.2K)
Filed 2026-11-06
Gables Capital Management Inc.
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$9.7K (-$1.2K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$8.6K (-$1.0K)
Filed 2026-10-21
Bessemer Group Inc
NEW
Shares345
Change+345
Value$9
Filed 2026-11-09
West Branch Capital LLC
INCREASED
Shares313 from 307
Change+6 (+2%)
Value$7.7K (-$760)
Filed 2026-10-20
Avion Wealth
INCREASED
Shares308 from 304
Change+4 (+1%)
Value$7 (-$1)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares275
Change+275
Value$6.8K
Filed 2026-11-05
Wolff Wiese Magana LLC
NEW
Shares264
Change+264
Value$6.5K
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$6.2K (-$735)
Filed 2026-10-23
Fortis Group Advisors, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$5.6K (-$669)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$5.5K (-$662)
Filed 2026-11-02
First Premier Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5 (-$1)
Filed 2026-10-13
SouthState Bank Corp
NEW
Shares185
Change+185
Value$4.6K
Filed 2026-11-09
Larson Financial Group LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$2.6K (-$309)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$2.6K (-$308)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.5K (-$294)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.5K (-$177)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.1K (-$132)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$617 (-$73)
Filed 2026-10-23
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 14,839
Change-14,839 (-100%)
Value$0 (-$409.4K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 8,365
Change-8,365 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-28
Advisor OS, LLC
CLOSED
Shares0 from 8,048
Change-8,048 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-03
Fusion Capital, LLC
CLOSED
Shares0 from 7,476
Change-7,476 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-28
Form Wealth Advisors, LLC
CLOSED
Shares0 from 7,308
Change-7,308 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 4,451
Change-4,451 (-100%)
Value$0 (-$122.8K)
Filed 2026-10-13
Spire Wealth Management
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$82.8K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$62.1K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-09
Asset Dedication, LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$15.5K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$13.4K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-13
Key FInancial Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-02
Downshift Financial, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$331)
Filed 2026-10-13
Paralel Advisors LLC
N/A
Shares— from 2,750,000
Change-2,750,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,276,748
Change-2,276,748 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,971,928
Change-1,971,928 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,510,646
Change-1,510,646 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,390,745
Change-1,390,745 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 929,882
Change-929,882 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 926,277
Change-926,277 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 904,201
Change-904,201 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 877,718
Change-877,718 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 483,836
Change-483,836 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 479,412
Change-479,412 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 437,428
Change-437,428 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 418,188
Change-418,188 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 302,343
Change-302,343 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 241,073
Change-241,073 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 177,564
Change-177,564 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 169,607
Change-169,607 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 148,193
Change-148,193 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 138,627
Change-138,627 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 127,760
Change-127,760 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 97,697
Change-97,697 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 87,931
Change-87,931 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 85,029
Change-85,029 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 84,584
Change-84,584 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 79,513
Change-79,513 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 65,806
Change-65,806 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 64,907
Change-64,907 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 58,094
Change-58,094 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,017
Change-57,017 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 53,509
Change-53,509 (-100%)
Value—
&partners
N/A
Shares— from 49,099
Change-49,099 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 48,680
Change-48,680 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 46,108
Change-46,108 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 45,431
Change-45,431 (-100%)
Value—
CSS LLC
N/A
Shares— from 41,435
Change-41,435 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 38,562
Change-38,562 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 37,644
Change-37,644 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,982
Change-34,982 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,867
Change-33,867 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,177
Change-28,177 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 28,136
Change-28,136 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 27,781
Change-27,781 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 27,655
Change-27,655 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,591
Change-27,591 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 26,475
Change-26,475 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,024
Change-26,024 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 25,824
Change-25,824 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 24,826
Change-24,826 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,809
Change-24,809 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 24,434
Change-24,434 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 21,739
Change-21,739 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 21,034
Change-21,034 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,812
Change-19,812 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 19,085
Change-19,085 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,679
Change-18,679 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,638
Change-18,638 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17,549
Change-17,549 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 16,788
Change-16,788 (-100%)
Value—
Commerce Bank
N/A
Shares— from 15,738
Change-15,738 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,721
Change-15,721 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,228
Change-15,228 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,792
Change-13,792 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,927
Change-12,927 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 12,260
Change-12,260 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 10,891
Change-10,891 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,628
Change-10,628 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,609
Change-10,609 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 10,199
Change-10,199 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,432
Change-9,432 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,439
Change-8,439 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,341
Change-8,341 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,548
Change-7,548 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,216
Change-6,216 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 900
Change-900 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 475
Change-475 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 250
Change-250 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 211
Change-211 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 90
Change-90 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED699,917728,909-28,992-4%$20.1M$17.3M-$2.9M2026-11-06
SRH Advisors, LLC
DECREASED407,417408,373-9560%$11.3M$10.0M-$1.2M2026-10-22
C2c Wealth Management, LLC
DECREASED275,970276,620-6500%$7.6M$6.8M-$829.3K2026-10-20
Kestra Advisory Services, LLC
INCREASED251,997247,127+4,870+2%$6.8M$6.2M-$606.5K2026-11-02
Atria Investments, Inc
INCREASED180,298164,937+15,361+9%$4.6M$4.4M-$106.3K2026-10-15
Truist Financial Corp
INCREASED160,424157,456+2,968+2%$4.3M$4.0M-$389.8K2026-10-30
Conning Inc.
INCREASED134,450132,057+2,393+2%$3.6M$3.3M-$329.3K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED114,656115,630-974-1%$3.2M$2.8M-$364.0K2026-11-02
Venture Visionary Partners LLC
INCREASED97,12470,124+27,000+39%$1.9M$2.4M+$459.4K2026-10-07
Independent Financial Group, LLC
DECREASED96,025128,956-32,931-26%$3.6M$2.4M-$1.2M2026-10-13
Commonwealth Equity Services, LLC
DECREASED94,893106,612-11,719-11%$2.9M$2.3M-$602.3K2026-11-02
Smith Asset Management Co., LLC
DECREASED90,90893,866-2,958-3%$2.6M$2.2M-$348.9K2026-10-16
Wedbush Securities Inc
INCREASED87,91580,008+7,907+10%$2.2M$2.2M-$40.0K2026-10-22
NWF Advisory Services Inc.
INCREASED87,66782,777+4,890+6%$2.3M$2.2M-$122.8K2026-10-19
Marks Group Wealth Management, Inc
NEW80,837—+80,837——$2.0M—2026-11-05
Advisory Advocates, LLC
INCREASED79,54078,340+1,200+2%$2.2M$2.0M-$200.7K2026-11-05
Creative Planning
INCREASED64,85950,376+14,483+29%$1.4M$1.6M+$208.9K2026-11-02
Accel Wealth Management
DECREASED64,75566,098-1,343-2%$1.8M$1.6M-$227.4K2026-10-13
Griffin Asset Management, Inc.
INCREASED63,19162,789+402+1%$1.7M$1.6M-$174.7K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED59,73258,606+1,126+2%$1.6M$1.5M-$144.5K2026-11-05
Aviance Capital Partners, LLC
DECREASED56,50958,143-1,634-3%$1.6M$1.4M-$211.2K2026-10-29
PMG Family Office LLC
INCREASED51,55851,453+105+0%$1.4M$1.3M-$148.7K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED45,69843,466+2,232+5%$1.2M$1.1M-$72.8K2026-11-06
Beacon Capital Management, Inc.
UNCHANGED45,00045,00000%$1.2M$1.1M-$132.3K2026-10-13
Cyndeo Wealth Partners, LLC
UNCHANGED41,85441,85400%$1.2M$1.0M-$123.1K2026-10-16
Oppenheimer & Co Inc
DECREASED40,46440,907-443-1%$1.1M$997.4K-$131.2K2026-10-26
Abel Hall, LLC
UNCHANGED40,00040,00000%$1.1M$986.0K-$117.6K2026-10-19
Prospera Financial Services Inc
INCREASED39,35135,139+4,212+12%$969.6K$1.0M+$75.3K2026-11-04
Davenport & Co LLC
INCREASED39,15432,583+6,571+20%$899.0K$965.1K+$66.2K2026-10-14
Symphony Financial Services, Inc.
INCREASED35,50834,124+1,384+4%$941.5K$875.3K-$66.2K2026-11-09
Westbourne Investment Advisors, Inc.
UNCHANGED34,60034,60000%$954.6K$852.9K-$101.7K2026-10-20
AlphaStar Capital Management, LLC
DECREASED31,93532,186-251-1%$888.0K$787.2K-$100.8K2026-10-16
Integrated Advisors Network LLC
DECREASED29,28531,285-2,000-6%$863.1K$721.9K-$141.3K2026-10-20
Americana Partners, LLC
INCREASED27,01025,010+2,000+8%$690.0K$665.8K-$24.2K2026-10-28
PNC Financial Services Group, Inc.
DECREASED26,32629,208-2,882-10%$805.8K$648.9K-$156.9K2026-11-06
Investment Partners Asset Management, Inc.
UNCHANGED25,52225,52200%$704.2K$629.1K-$75.0K2026-10-09
Simon Quick Advisors, LLC
INCREASED25,13820,242+4,896+24%$558.5K$619.7K+$61.2K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED23,43223,344+88+0%$644.1K$577.6K-$66.5K2026-10-30
Atlas Brown,Inc.
INCREASED22,04522,012+33+0%$607.3K$543.4K-$63.9K2026-10-09
US Bancorp \de\
INCREASED21,38519,712+1,673+8%$543.9K$527.1K-$16.7K2026-11-05
Mezzasalma Advisors, LLC
INCREASED21,37621,172+204+1%$584.1K$526.9K-$57.2K2026-10-14
HBK Sorce Advisory LLC
DECREASED21,21221,255-430%$580.3K$547.7K-$32.6K2026-11-06
Quad-Cities Investment Group, LLC
DECREASED21,13021,344-214-1%$588.9K$520.8K-$68.0K2026-10-16
IFG Advisory, LLC
DECREASED21,10821,863-755-3%$603.2K$520.3K-$82.9K2026-11-09
Merit Financial Group, LLC
INCREASED20,49120,429+62+0%$563.6K$505.1K-$58.5K2026-11-06
Redhawk Wealth Advisors, Inc.
NEW20,443—+20,443——$503.9K—2026-10-14
Weinberger Asset Management, Inc
UNCHANGED20,15020,15000%$560.0K$496.7K-$63.3K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED20,09821,409-1,311-6%$592.6K$515.1K-$77.5K2026-10-13
LexAurum Advisors, LLC
DECREASED19,78020,057-277-1%$553.4K$487.6K-$65.8K2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED19,68119,68100%$543.0K$485.1K-$57.9K2026-10-14
Certified Advisory Corp
DECREASED19,50526,013-6,508-25%$717.7K$480.8K-$236.9K2026-10-29
Calamos Advisors LLC
INCREASED19,49618,278+1,218+7%$504.3K$480.6K-$23.7K2026-11-02
Fifth Third Bancorp
DECREASED18,71719,749-1,032-5%$544.9K$461.4K-$83.5K2026-11-05
North Star Investment Management Corp.
INCREASED18,10217,797+305+2%$491.0K$446.2K-$44.8K2026-10-27
Farther Finance Advisors, LLC
INCREASED17,78016,306+1,474+9%$449.9K$438.3K-$11.6K2026-10-08
AlphaCore Capital LLC
DECREASED17,42929,389-11,960-41%$810.9K$429.6K-$381.2K2026-11-04
Sigma Planning Corp
INCREASED17,2699,625+7,644+79%$265.6K$425.7K+$160.1K2026-10-23
NTV Asset Management LLC
DECREASED16,71717,342-625-4%$478.5K$412.1K-$66.4K2026-10-23
Pekin Hardy Strauss, Inc.
UNCHANGED14,55014,55000%$401.4K$358.7K-$42.8K2026-11-02
Belpointe Asset Management LLC
DECREASED14,30614,433-127-1%$398.2K$352.7K-$45.6K2026-11-09
Walled Lake Planning & Wealth Management, LLC
UNCHANGED14,26014,26000%$393.4K$351.5K-$41.9K2026-10-29
Community Bank of Raymore
UNCHANGED14,03214,03200%$387.1K$345.9K-$41.3K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED13,65911,590+2,069+18%$322.2K$336.7K+$14.5K2026-10-13
MGO One Seven LLC
INCREASED13,64112,022+1,619+13%$331.7K$336.2K+$4.6K2026-10-28
WealthBridge Capital Management, LLC
INCREASED13,15312,942+211+2%$357.1K$324.2K-$32.9K2026-10-16
Triumph Capital Management
INCREASED13,06411,860+1,204+10%$327.2K$322.0K-$5.2K2026-10-14
Uniting Wealth Partners, LLC
INCREASED12,94212,735+207+2%$351.4K$319.0K-$32.3K2026-11-06
Visionary Wealth Advisors
INCREASED12,90910,926+1,983+18%$301.5K$318.2K+$16.8K2026-11-04
Scheeler Financial LLC
NEW12,765—+12,765——$314.7K—2026-10-13
RDA Financial Network
UNCHANGED12,07712,07700%$333.2K$297.7K-$35.5K2026-10-15
Live Oak Private Wealth LLC
UNCHANGED12,07512,07500%$333.1K$297.6K-$35.5K2026-11-02
Noble Wealth Management PBC
UNCHANGED12,00012,00000%$331.1K$295.8K-$35.3K2026-10-01
Sheets Smith Wealth Management
UNCHANGED11,94211,94200%$329.5K$294.4K-$35.1K2026-10-16
Register Financial Advisors LLC
INCREASED11,80010,750+1,050+10%$296.6K$290.9K-$5.7K2026-10-23
Channel Wealth LLC
UNCHANGED11,75311,75300%$324.3K$289.7K-$34.6K2026-11-06
Primoris Wealth Advisors, LLC
DECREASED11,40113,452-2,051-15%$371.1K$281.0K-$90.1K2026-10-28
Apollon Wealth Management, LLC
UNCHANGED11,35011,35000%$313.1K$279.8K-$33.4K2026-10-23
Lanark Financial, Inc.
INCREASED10,98010,287+693+7%$283.8K$270.7K-$13.2K2026-10-26
Shulman DeMeo Asset Management LLC
DECREASED10,74610,776-300%$297.3K$270.5K-$26.8K2026-10-09
Almanack Investment Partners, Llc.
UNCHANGED10,58910,58900%$292.2K$261.0K-$31.1K2026-11-03
Steel Grove Capital Advisors, LLC
UNCHANGED10,40910,40900%$287.2K$256.6K-$30.6K2026-10-13
Investmark Advisory Group LLC
DECREASED10,20110,202-10%$281.5K$251.5K-$30.0K2026-10-27
Future Financial Wealth Managment LLC
UNCHANGED10,00010,00000%$278.3K$246.5K-$31.8K2026-10-15
Saxony Capital Management, LLC
UNCHANGED8,4668,46600%$233.6K$208.7K-$24.9K2026-10-15
Grove Bank & Trust
UNCHANGED7,2007,20000%$198.6K$177.5K-$21.2K2026-10-08
Compass Financial Management LLC
UNCHANGED6,7676,76700%$186.7K$166.8K-$19.9K2026-10-30
Capital Advisors, Ltd. LLC
INCREASED6,5796,573+6+0%$181.0K$162.0K-$19.0K2026-10-27
Harbour Investments, Inc.
DECREASED6,2658,628-2,363-27%$238.0K$154.4K-$83.6K2026-11-09
CoreCap Advisors, LLC
INCREASED6,0166,000+16+0%$165.5K$148.3K-$17.2K2026-10-08
Geneos Wealth Management Inc.
DECREASED5,5987,238-1,640-23%$199.7K$138.0K-$61.7K2026-11-09
Golden State Wealth Management, LLC
INCREASED5,1355,060+75+1%$139.6K$126.6K-$13.0K2026-11-02
Gen-Wealth Partners Inc
UNCHANGED4,8754,87500%$134.5K$120.2K-$14.3K2026-11-04
Allworth Financial LP
INCREASED3,8132,848+965+34%$78.6K$105.2K+$26.6K2026-11-06
Pension & Wealth Management Advisors, Inc.
UNCHANGED3,7003,70000%$102.1K$91.2K-$10.9K2026-10-16
Tounjian Advisory Partners, LLC
NEW3,542—+3,542——$87.3K—2026-11-04
EverSource Wealth Advisors, LLC
INCREASED3,3512,262+1,089+48%$62.4K$82.6K+$20.2K2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED2,9182,91800%$80.5K$71.9K-$8.6K2026-10-13
Eastern Bank
UNCHANGED2,4002,40000%$66.2K$59.2K-$7.1K2026-10-05
Trust Co of Toledo NA
UNCHANGED2,3802,38000%$65.7K$58.7K-$7.0K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED2,2722,27200%$62.7K$56.0K-$6.7K2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED2,0892,08900%$57.6K$51.5K-$6.1K2026-10-23
Private Trust Co NA
UNCHANGED2,0002,00000%$55.2K$49.3K-$5.9K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED1,9721,946+26+1%$53.7K$48.6K-$5.1K2026-10-20
Cullen T Bankers, Inc.
UNCHANGED1,8421,84200%$50.8K$45.4K-$5.4K2026-10-28
Salomon & Ludwin, LLC
UNCHANGED1,7431,74300%$47.4K$43.0K-$4.4K2026-10-29
Investors Research Corp
UNCHANGED1,6081,60800%$44.4K$39.6K-$4.7K2026-10-07
Costello Asset Management, Inc
INCREASED1,3911,367+24+2%$37.7K$34.3K-$3.4K2026-10-30
Assetmark, Inc
INCREASED1,291709+582+82%$19.6K$31.8K+$12.3K2026-10-21
Brown, Lisle Ings, Inc.
DECREASED1,1101,276-166-13%$35.2K$27.4K-$7.8K2026-10-16
Financial Management Professionals, Inc.
UNCHANGED1,0451,04500%$28.8K$25.8K-$3.1K2026-10-23
Daytona Street Capital LLC
UNCHANGED1,0001,00000%$27.7K$25.1K-$2.6K2026-10-15
IFP Advisors, Inc
DECREASED912987-75-8%$27.2K$22.5K-$4.8K2026-10-16
Piscataqua Savings Bank
UNCHANGED82982900%$22.9K$20.4K-$2.4K2026-10-21
Old Second National Bank of Aurora
UNCHANGED75575500%$20.8K$18.6K-$2.2K2026-10-22
Ascentis Independent Advisors
UNCHANGED67867800%$18.7K$16.7K-$2.0K2026-11-03
Hantz Financial Services, Inc.
NEW623—+623——$15—2026-11-09
Community Financial Services Group, LLC
UNCHANGED50050000%$13.6K$12.3K-$1.3K2026-10-15
N.E.W. Advisory Services LLC
UNCHANGED50050000%$13.8K$12.3K-$1.5K2026-11-09
Russell Investments Group, Ltd.
UNCHANGED42642600%$11.7K$10.5K-$1.2K2026-11-06
Gables Capital Management Inc.
UNCHANGED39439400%$10.9K$9.7K-$1.2K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED35035000%$9.7K$8.6K-$1.0K2026-10-21
Bessemer Group Inc
NEW345—+345——$9—2026-11-09
West Branch Capital LLC
INCREASED313307+6+2%$8.5K$7.7K-$7602026-10-20
Avion Wealth
INCREASED308304+4+1%$8$7-$12026-11-04
Rossby Financial, LCC
NEW275—+275——$6.8K—2026-11-05
Wolff Wiese Magana LLC
NEW264—+264——$6.5K—2026-10-15
Financial Consulate, Inc
UNCHANGED25025000%$6.9K$6.2K-$7352026-10-23
Fortis Group Advisors, LLC
UNCHANGED22822800%$6.3K$5.6K-$6692026-11-06
Westside Investment Management, Inc.
UNCHANGED22522500%$6.2K$5.5K-$6622026-11-02
First Premier Bank
UNCHANGED20020000%$6$5-$12026-10-13
SouthState Bank Corp
NEW185—+185——$4.6K—2026-11-09
Larson Financial Group LLC
UNCHANGED10510500%$2.9K$2.6K-$3092026-11-05
Parallel Advisors, LLC
UNCHANGED10410400%$2.9K$2.6K-$3082026-11-03
Central Trust Co
UNCHANGED10010000%$2.8K$2.5K-$2942026-11-05
JFS Wealth Advisors, LLC
UNCHANGED606000%$1.7K$1.5K-$1772026-11-03
Valley National Advisers Inc
UNCHANGED454500%$1.2K$1.1K-$1322026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED252500%$690$617-$732026-10-23
Samalin Investment Counsel, LLC
CLOSED014,839-14,839-100%$409.4K$0-$409.4K2026-10-23
Heritage Wealth Management, Inc.
CLOSED08,365-8,365-100%$230.8K$0-$230.8K2026-10-28
Advisor OS, LLC
CLOSED08,048-8,048-100%$222.0K$0-$222.0K2026-11-03
Fusion Capital, LLC
CLOSED07,476-7,476-100%$206.3K$0-$206.3K2026-10-28
Form Wealth Advisors, LLC
CLOSED07,308-7,308-100%$201.6K$0-$201.6K2026-10-13
Gill Capital Partners, LLC
CLOSED04,451-4,451-100%$122.8K$0-$122.8K2026-10-13
Spire Wealth Management
CLOSED03,000-3,000-100%$82.8K$0-$82.8K2026-10-30
AdvisorNet Financial, Inc
CLOSED02,250-2,250-100%$62.1K$0-$62.1K2026-10-15
Armstrong Advisory Group, Inc
CLOSED0595-595-100%$16.4K$0-$16.4K2026-10-09
Asset Dedication, LLC
CLOSED0562-562-100%$15.5K$0-$15.5K2026-11-03
Institute for Wealth Management, Llc.
CLOSED0485-485-100%$13.4K$0-$13.4K2026-11-06
Salem Investment Counselors Inc
CLOSED0349-349-100%$9.6K$0-$9.6K2026-10-13
Key FInancial Inc
CLOSED0200-200-100%$5.5K$0-$5.5K2026-11-02
Downshift Financial, LLC
CLOSED012-12-100%$331$0-$3312026-10-13
Paralel Advisors LLC
N/A—2,750,000-2,750,000-100%$75.9M———
Morgan Stanley
N/A—2,276,748-2,276,748-100%$62.8M———
Wells Fargo & Company
N/A—1,971,928-1,971,928-100%$54.4M———
UBS Group AG
N/A—1,510,646-1,510,646-100%$41.7M———
McGowan Group Asset Management, Inc.
N/A—1,390,745-1,390,745-100%$38.4M———
Royal Bank of Canada
N/A—929,882-929,882-100%$25.7M———
Raymond James Financial Inc
N/A—926,277-926,277-100%$25.6M———
Bank of America Corp
N/A—904,201-904,201-100%$24.9M———
Bluespring Wealth Management, LLC
N/A—877,718-877,718-100%$24.2M———
SIT Investment Associates Inc
N/A—483,836-483,836-100%$13.3M———
Osaic Holdings, Inc.
N/A—479,412-479,412-100%$13.2M———
Captrust Financial Advisors
N/A—437,428-437,428-100%$12.1M———
Stifel Financial Corp
N/A—418,188-418,188-100%$11.5M———
Ameriprise Financial Inc
N/A—302,343-302,343-100%$8.3M———
Sanctuary Advisors, LLC
N/A—241,073-241,073-100%$6.7M———
Cetera Investment Advisers
N/A—177,564-177,564-100%$4.9M———
Karpus Management, Inc.
N/A—169,607-169,607-100%$4.7M———
Matrix Private Capital Group LLC
N/A—148,193-148,193-100%$4.1M———
Advisory Services Network, LLC
N/A—138,627-138,627-100%$3.8M———
First Trust Advisors LP
N/A—127,760-127,760-100%$3.5M———
Janney Montgomery Scott LLC
N/A—97,697-97,697-100%$2.7M———
Rathbones Group PLC
N/A—87,931-87,931-100%$2.4M———
Private Advisor Group, LLC
N/A—85,029-85,029-100%$2.3M———
Mariner, LLC
N/A—84,584-84,584-100%$2.3M———
Goldman Sachs Group Inc
N/A—79,513-79,513-100%$2.2M———
HighTower Advisors, LLC
N/A—65,806-65,806-100%$1.8M———
World Investment Advisors
N/A—64,907-64,907-100%$1.7M———
Rivernorth Capital Management, LLC
N/A—58,094-58,094-100%$1.6M———
NewEdge Advisors, LLC
N/A—57,017-57,017-100%$1.6M———
Advisors Asset Management, Inc.
N/A—53,509-53,509-100%$1.5M———
&partners
N/A—49,099-49,099-100%$1.4M———
Bluefin Capital Management, LLC
N/A—48,680-48,680-100%$1.3M———
Mission Hills Financial Advisory, LLC
N/A—46,108-46,108-100%$1.3M———
Mercer Global Advisors Inc
N/A—45,431-45,431-100%$1.3M———
CSS LLC
N/A—41,435-41,435-100%$1.1M———
Almitas Capital LLC
N/A—38,562-38,562-100%$1.1M———
Strategic Wealth Partners, Ltd.
N/A—37,644-37,644-100%$1.0M———
Envestnet Asset Management Inc
N/A—34,982-34,982-100%$965.2K———
Steward Partners Investment Advisory, LLC
N/A—33,867-33,867-100%$934.4K———
Waverly Advisors, LLC
N/A—28,177-28,177-100%$777.4K———
Pathstone Holdings, LLC
N/A—28,136-28,136-100%$776.3K———
Transcend Capital Advisors, LLC
N/A—27,781-27,781-100%$766.5K———
Coastal Bridge Advisors, LLC
N/A—27,655-27,655-100%$763.0K———
Benjamin Edwards Inc
N/A—27,591-27,591-100%$761.4K———
Guggenheim Capital LLC
N/A—26,475-26,475-100%$730.4K———
Beacon Pointe Advisors, LLC
N/A—26,024-26,024-100%$718.0K———
Inspire Advisors, LLC
N/A—25,824-25,824-100%$712.5K———
Maridea Wealth Management LLC
N/A—24,826-24,826-100%$684.9K———
Stratos Wealth Partners, Ltd.
N/A—24,809-24,809-100%$684.5K———
Z3 Capital Partners, LLC
N/A—24,434-24,434-100%$674.1K———
MML Investors Services, LLC
N/A—23,070-23,070-100%$636.5K———
Garden State Investment Advisory Services LLC
N/A—21,739-21,739-100%$599.8K———
IEQ Capital, LLC
N/A—21,034-21,034-100%$580.3K———
PFG Investments, LLC
N/A—19,812-19,812-100%$546.6K———
Sargent Investment Group, LLC
N/A—19,085-19,085-100%$526.6K———
HRT Financial LP
N/A—18,679-18,679-100%$515.0K———
Cary Street Partners Financial LLC
N/A—18,638-18,638-100%$514.2K———
NewEdge Wealth, LLC
N/A—17,714-17,714-100%$488.7K———
Northwestern Mutual Wealth Management Co
N/A—17,549-17,549-100%$484.2K———
Dakota Wealth Management
N/A—16,788-16,788-100%$463.2K———
Commerce Bank
N/A—15,738-15,738-100%$434.2K———
Arax Advisory Partners
N/A—15,721-15,721-100%$433.7K———
Summit Financial, LLC
N/A—15,228-15,228-100%$420.1K———
K2 Principal Fund, L.P.
N/A—15,043-15,043-100%$415.0K———
Smith, Moore & Co.
N/A—13,850-13,850-100%$382.1K———
Baird Financial Group, Inc.
N/A—13,792-13,792-100%$380.5K———
Citadel Advisors LLC
N/A—12,927-12,927-100%$356.7K———
Equitable Holdings, Inc.
N/A—12,478-12,478-100%$344.3K———
Adalta Capital Management LLC
N/A—12,260-12,260-100%$338.3K———
Fort Sheridan Advisors LLC
N/A—11,707-11,707-100%$323.0K———
Comprehensive Money Management Services LLC
N/A—10,891-10,891-100%$300.5K———
Main Street Financial Solutions, LLC
N/A—10,628-10,628-100%$293.2K———
Evolve Private Wealth, LLC
N/A—10,609-10,609-100%$292.7K———
FAS Wealth Partners, Inc.
N/A—10,199-10,199-100%$281.4K———
WealthTrust Axiom LLC
N/A—10,052-10,052-100%$277.3K———
Sequoia Financial Advisors, LLC
N/A—9,771-9,771-100%$269.6K———
Stephens Inc
N/A—9,755-9,755-100%$269.2K———
Focus Partners Wealth
N/A—9,432-9,432-100%$260.2K———
Integrated Wealth Concepts LLC
N/A—9,272-9,272-100%$255.8K———
Arkadios Wealth Advisors
N/A—9,238-9,238-100%$254.9K———
Texas Yale Capital Corp.
N/A—8,800-8,800-100%$242.8K———
Kingsview Wealth Management, LLC
N/A—8,439-8,439-100%$232.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,341-8,341-100%$230.1K———
Two Sigma Securities, LLC
N/A—7,711-7,711-100%$212.7K———
Tyche Wealth Partners LLC
N/A—7,548-7,548-100%$208.2K———
Snowden Capital Advisors LLC
N/A—7,427-7,427-100%$204.9K———
Yukon Wealth Management, Inc.
N/A—7,344-7,344-100%$202.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,216-6,216-100%$171.5K———
BFC Planning, Inc.
N/A—5,488-5,488-100%$151.4K———
Rockefeller Capital Management L.P.
N/A—5,017-5,017-100%$138.4K———
Keating Financial Advisory Services, Inc.
N/A—3,501-3,501-100%$96.6K———
JPMorgan Chase & Co
N/A—3,120-3,120-100%$86.7K———
Mpwm Advisory Solutions, LLC
N/A—1,900-1,900-100%$52.4K———
Millstone Evans Group, LLC
N/A—1,800-1,800-100%$49.7K———
Allied Private Wealth LLC
N/A—1,731-1,731-100%$47.6K———
Bellevue Asset Management, LLC
N/A—1,672-1,672-100%$46.1K———
Regatta Research & Money Management
N/A—1,630-1,630-100%$45.0K———
Colonial Trust Co / SC
N/A—1,200-1,200-100%$33.4K———
Kilter Group LLC
N/A—1,000-1,000-100%$27.6K———
Hollencrest Capital Management
N/A—900-900-100%$24.8K———
Glen Eagle Advisors, LLC
N/A—500-500-100%$13.8K———
Aventura Private Wealth, LLC
N/A—500-500-100%$13.8K———
Atlantic Union Bankshares Corp
N/A—475-475-100%$13.1K———
JPL Wealth Management, LLC
N/A—433-433-100%$11.9K———
JDM Financial Group LLC
N/A—418-418-100%$11.5K———
Continuum Advisory, LLC
N/A—365-365-100%$10.1K———
Smartleaf Asset Management LLC
N/A—286-286-100%$8.0K———
Ancora Advisors LLCA
N/A—250-250-100%$6.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—211-211-100%$5.8K———
Mark Sheptoff Financial Planning, LLC
N/A—209-209-100%$5.8K———
UBS Asset Management Americas LLC
N/A—152-152-100%$4.2K———
Delta Asset Management LLC
N/A—150-150-100%$4.1K———
Global Retirement Partners, LLC
N/A—139-139-100%$3.8K———
Capital Analysts, LLC
N/A—136-136-100%$4———
Jones Financial Companies Lllp
N/A—90-90-100%$2.5K———
BlackRock, Inc.
N/A—1-1-100%$18———
Huntington National Bank
N/A—1-1-100%$28———
Transamerica Financial Advisors, LLC
N/A—1-1-100%$33———
Showing 269 of 269 institutions