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Aptus Collared Investment OP (ACIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
KFG Wealth Management, LLC
INCREASED
Shares1,689,683 from 1,645,489
Change+44,194 (+3%)
Value$79.3M (+$3.4M)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares1,568,599 from 1,453,023
Change+115,576 (+8%)
Value$73.6M (+$6.6M)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares1,186,632 from 1,157,430
Change+29,202 (+3%)
Value$55.7M (+$2.3M)
Filed 2026-10-08
Sunburst Financial Group, LLC
INCREASED
Shares1,163,061 from 1,115,295
Change+47,766 (+4%)
Value$54.6M (+$3.1M)
Filed 2026-10-09
Clarus Group, Inc.
DECREASED
Shares1,015,115 from 1,057,313
Change-42,198 (-4%)
Value$47.6M (-$1.2M)
Filed 2026-10-21
Diversified Enterprises, LLC
INCREASED
Shares1,000,750 from 990,184
Change+10,566 (+1%)
Value$47.0M (+$1.3M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
NEW
Shares910,576
Change+910,576
Value$42.7M
Filed 2026-10-16
6th Street Advisors, LLC
DECREASED
Shares641,523 from 644,684
Change-3,161 (0%)
Value$30.1M (+$354.6K)
Filed 2026-10-14
Compass Ion Advisors, LLC
INCREASED
Shares637,734 from 618,393
Change+19,341 (+3%)
Value$29.9M (+$1.4M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares514,106 from 465,715
Change+48,391 (+10%)
Value$24.1M (+$2.6M)
Filed 2026-11-06
Purewater Capital LLC
INCREASED
Shares431,839 from 428,145
Change+3,694 (+1%)
Value$20.3M (+$507.3K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares414,126 from 379,043
Change+35,083 (+9%)
Value$19.4M (+$1.9M)
Filed 2026-11-03
Wealth Advisory Team LLC
DECREASED
Shares407,818 from 416,378
Change-8,560 (-2%)
Value$19.1M (-$76.9K)
Filed 2026-11-05
Gerber, LLC
INCREASED
Shares378,643 from 331,625
Change+47,018 (+14%)
Value$17.8M (+$2.5M)
Filed 2026-10-21
Cushing Capital Partners, LLC
INCREASED
Shares316,241 from 313,908
Change+2,333 (+1%)
Value$14.8M (+$354.3K)
Filed 2026-10-20
Financial Guidance Group, Inc.
INCREASED
Shares300,068 from 274,284
Change+25,784 (+9%)
Value$14.1M (+$1.4M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares282,845 from 250,056
Change+32,789 (+13%)
Value$13.3M (+$1.7M)
Filed 2026-10-20
Strong Retirement Solutions LLC
DECREASED
Shares277,875 from 290,565
Change-12,690 (-4%)
Value$13.0M (-$368.8K)
Filed 2026-10-07
MBE Wealth Management, LLC
DECREASED
Shares274,609 from 280,648
Change-6,039 (-2%)
Value$12.9M (-$64.4K)
Filed 2026-10-26
EdgeRock Capital LLC
INCREASED
Shares252,182 from 236,592
Change+15,590 (+7%)
Value$11.8M (+$916.0K)
Filed 2026-11-03
Lord & Richards Wealth Management, LLC
DECREASED
Shares225,459 from 268,008
Change-42,549 (-16%)
Value$10.6M (-$1.8M)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares205,068 from 156,720
Change+48,348 (+31%)
Value$9.7M (+$2.4M)
Filed 2026-10-30
Level Four Advisory Services, LLC
DECREASED
Shares198,831 from 202,165
Change-3,334 (-2%)
Value$9.3M (+$1.2K)
Filed 2026-11-06
Sunpointe, LLC
DECREASED
Shares156,662 from 173,696
Change-17,034 (-10%)
Value$7.4M (-$663.8K)
Filed 2026-10-22
One Plus One Wealth Management, LLC
INCREASED
Shares131,287 from 129,564
Change+1,723 (+1%)
Value$6.2M (+$181.9K)
Filed 2026-10-16
Renasant Bank
DECREASED
Shares129,837 from 138,612
Change-8,775 (-6%)
Value$6.1M (-$303.6K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares127,245 from 126,503
Change+742 (+1%)
Value$6.0M (+$133.5K)
Filed 2026-10-09
Meridian Wealth Management, LLC
INCREASED
Shares98,501 from 92,509
Change+5,992 (+6%)
Value$4.6M (+$353.3K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares91,939 from 83,861
Change+8,078 (+10%)
Value$4.3M (+$444.4K)
Filed 2026-10-15
Mendel Money Management
DECREASED
Shares87,047 from 92,681
Change-5,634 (-6%)
Value$4.1M (-$192.1K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares84,872 from 113,879
Change-29,007 (-25%)
Value$4.0M (-$1.3M)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED
Shares67,613 from 64,444
Change+3,169 (+5%)
Value$3.2M (+$198.9K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares57,833 from 32,956
Change+24,877 (+75%)
Value$2.7M (+$1.2M)
Filed 2026-10-08
ARQ Wealth Advisors, LLC
INCREASED
Shares57,229 from 44,602
Change+12,627 (+28%)
Value$2.7M (+$626.6K)
Filed 2026-10-29
Visionary Horizons, LLC
DECREASED
Shares56,742 from 56,821
Change-79 (0%)
Value$2.7M (+$40.6K)
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
INCREASED
Shares47,835 from 47,172
Change+663 (+1%)
Value$2.2M (+$67.9K)
Filed 2026-10-21
Diversified Trust Co
UNCHANGED
Shares41,408 from 41,408
Change0 (0%)
Value$1.9M (+$32.3K)
Filed 2026-11-06
Uniting Wealth Partners, LLC
DECREASED
Shares40,150 from 280,213
Change-240,063 (-86%)
Value$1.9M (-$11.0M)
Filed 2026-11-06
Lunt Capital Management, Inc.
INCREASED
Shares34,647 from 33,006
Change+1,641 (+5%)
Value$1.6M (+$102.7K)
Filed 2026-10-30
CPR Investments Inc.
INCREASED
Shares33,499 from 31,120
Change+2,379 (+8%)
Value$1.6M (+$135.9K)
Filed 2026-10-26
Schorn Wealth LLC
INCREASED
Shares28,579 from 28,565
Change+14 (+0%)
Value$1.3M (+$22.9K)
Filed 2026-10-14
MBL Wealth, LLC
DECREASED
Shares25,618 from 29,740
Change-4,122 (-14%)
Value$1.2M (-$170.2K)
Filed 2026-10-22
Valmark Advisers, Inc.
NEW
Shares22,088
Change+22,088
Value$1.0M
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares19,789 from 20,441
Change-652 (-3%)
Value$928.5K (-$14.7K)
Filed 2026-11-02
Legacy Trust
UNCHANGED
Shares19,632 from 19,632
Change0 (0%)
Value$909.0K (+$3.1K)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares14,132
Change+14,132
Value$663.1K
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares12,870 from 11,248
Change+1,622 (+14%)
Value$603.9K (+$84.9K)
Filed 2026-10-22
Mascagni Wealth Management, Inc.
DECREASED
Shares12,332 from 12,540
Change-208 (-2%)
Value$578.6K (+$11)
Filed 2026-10-23
Valeo Financial Advisors, LLC
DECREASED
Shares11,345 from 11,393
Change-48 (0%)
Value$532.3K (+$6.6K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,480 from 4,832
Change+5,648 (+117%)
Value$497.3K (+$271.8K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares9,201 from 8,994
Change+207 (+2%)
Value$431.7K (+$16.7K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares8,974 from 8,974
Change0 (0%)
Value$421.1K (+$7.0K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares8,793 from 6,294
Change+2,499 (+40%)
Value$412.6K (+$122.1K)
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares8,295 from 8,294
Change+1 (+0%)
Value$389.2K (+$6.6K)
Filed 2026-10-19
Parallel Advisors, LLC
DECREASED
Shares7,893 from 8,663
Change-770 (-9%)
Value$370.3K (-$29.4K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares7,870 from 17,232
Change-9,362 (-54%)
Value$369.3K (-$425.8K)
Filed 2026-11-03
Moors & Cabot, Inc.
UNCHANGED
Shares7,610 from 7,610
Change0 (0%)
Value$357.1K (+$5.9K)
Filed 2026-11-06
XY Planning Network, Inc.
INCREASED
Shares7,437 from 7,425
Change+12 (+0%)
Value$349.0K (+$6.4K)
Filed 2026-10-14
Confluence Wealth Services, Inc.
UNCHANGED
Shares5,580 from 5,580
Change0 (0%)
Value$261.8K (+$4.4K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares5,501 from 6,131
Change-630 (-10%)
Value$258.1K (-$24.8K)
Filed 2026-10-28
Able Wealth Management LLC
INCREASED
Shares5,415 from 5,368
Change+47 (+1%)
Value$257.3K (+$9.6K)
Filed 2026-10-13
Transcendent Capital Group LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$220.5K (+$3.7K)
Filed 2026-10-28
Virtue Capital Management, LLC
NEW
Shares4,403
Change+4,403
Value$206.6K
Filed 2026-10-29
Gimbal Financial
NEW
Shares4,323
Change+4,323
Value$202.8K
Filed 2026-10-19
Thrivent Financial for Lutherans
NEW
Shares4,300
Change+4,300
Value$202.0K
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares3,663 from 4,573
Change-910 (-20%)
Value$171.9K (-$39.1K)
Filed 2026-11-05
Princeton Global Asset Management LLC
DECREASED
Shares3,543 from 3,878
Change-335 (-9%)
Value$166.2K (-$12.7K)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares3,336
Change+3,336
Value$156.5K
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$113.2K (+$1.9K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares1,358 from 898
Change+460 (+51%)
Value$63.7K (+$22.3K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$62.5K (+$1.1K)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$51.0K (+$848)
Filed 2026-10-20
Compass Financial Management LLC
DECREASED
Shares724 from 1,601
Change-877 (-55%)
Value$34.0K (-$39.9K)
Filed 2026-10-30
US Bancorp \de\
NEW
Shares560
Change+560
Value$26.3K
Filed 2026-11-05
Allworth Financial LP
NEW
Shares494
Change+494
Value$22.8K
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$10.6K (+$175)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares166 from 243
Change-77 (-32%)
Value$7.8K (-$3.4K)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 ($0)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,490
Change-7,490 (-100%)
Value$0 (-$345.6K)
Filed 2026-10-21
Truist Financial Corp
CLOSED
Shares0 from 4,692
Change-4,692 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 4,631
Change-4,631 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 4,539
Change-4,539 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$13.8K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-06
Aptus Capital Advisors, LLC
N/A
Shares— from 18,591,361
Change-18,591,361 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,974,173
Change-7,974,173 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,543,323
Change-4,543,323 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,941,690
Change-1,941,690 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,716,685
Change-1,716,685 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,520,681
Change-1,520,681 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,292,312
Change-1,292,312 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 1,119,148
Change-1,119,148 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,107,603
Change-1,107,603 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,073,905
Change-1,073,905 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 742,913
Change-742,913 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 677,328
Change-677,328 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 306,808
Change-306,808 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 295,182
Change-295,182 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 227,941
Change-227,941 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 202,141
Change-202,141 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 164,239
Change-164,239 (-100%)
Value—
UBS Group AG
N/A
Shares— from 123,404
Change-123,404 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 117,339
Change-117,339 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 95,165
Change-95,165 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 92,058
Change-92,058 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 82,921
Change-82,921 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 82,333
Change-82,333 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 81,672
Change-81,672 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 79,291
Change-79,291 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 63,760
Change-63,760 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 57,236
Change-57,236 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 53,592
Change-53,592 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 51,570
Change-51,570 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 50,253
Change-50,253 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 46,274
Change-46,274 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 46,076
Change-46,076 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,977
Change-30,977 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 30,221
Change-30,221 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,342
Change-25,342 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 21,564
Change-21,564 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,621
Change-20,621 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,010
Change-18,010 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,142
Change-16,142 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,998
Change-15,998 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 15,671
Change-15,671 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 15,588
Change-15,588 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,170
Change-7,170 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
KFG Wealth Management, LLC
INCREASED1,689,6831,645,489+44,194+3%$75.9M$79.3M+$3.4M2026-10-16
Signal Advisors Wealth, LLC
INCREASED1,568,5991,453,023+115,576+8%$67.0M$73.6M+$6.6M2026-10-13
First Heartland Consultants, Inc.
INCREASED1,186,6321,157,430+29,202+3%$53.4M$55.7M+$2.3M2026-10-08
Sunburst Financial Group, LLC
INCREASED1,163,0611,115,295+47,766+4%$51.5M$54.6M+$3.1M2026-10-09
Clarus Group, Inc.
DECREASED1,015,1151,057,313-42,198-4%$48.8M$47.6M-$1.2M2026-10-21
Diversified Enterprises, LLC
INCREASED1,000,750990,184+10,566+1%$45.7M$47.0M+$1.3M2026-10-19
Concurrent Investment Advisors, LLC
NEW910,576—+910,576——$42.7M—2026-10-16
6th Street Advisors, LLC
DECREASED641,523644,684-3,1610%$29.7M$30.1M+$354.6K2026-10-14
Compass Ion Advisors, LLC
INCREASED637,734618,393+19,341+3%$28.5M$29.9M+$1.4M2026-10-23
LPL Financial LLC
INCREASED514,106465,715+48,391+10%$21.5M$24.1M+$2.6M2026-11-06
Purewater Capital LLC
INCREASED431,839428,145+3,694+1%$19.8M$20.3M+$507.3K2026-10-23
United Advisor Group, LLC
INCREASED414,126379,043+35,083+9%$17.5M$19.4M+$1.9M2026-11-03
Wealth Advisory Team LLC
DECREASED407,818416,378-8,560-2%$19.2M$19.1M-$76.9K2026-11-05
Gerber, LLC
INCREASED378,643331,625+47,018+14%$15.3M$17.8M+$2.5M2026-10-21
Cushing Capital Partners, LLC
INCREASED316,241313,908+2,333+1%$14.5M$14.8M+$354.3K2026-10-20
Financial Guidance Group, Inc.
INCREASED300,068274,284+25,784+9%$12.7M$14.1M+$1.4M2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED282,845250,056+32,789+13%$11.5M$13.3M+$1.7M2026-10-20
Strong Retirement Solutions LLC
DECREASED277,875290,565-12,690-4%$13.4M$13.0M-$368.8K2026-10-07
MBE Wealth Management, LLC
DECREASED274,609280,648-6,039-2%$12.9M$12.9M-$64.4K2026-10-26
EdgeRock Capital LLC
INCREASED252,182236,592+15,590+7%$10.9M$11.8M+$916.0K2026-11-03
Lord & Richards Wealth Management, LLC
DECREASED225,459268,008-42,549-16%$12.4M$10.6M-$1.8M2026-10-14
Capital Investment Advisory Services, LLC
INCREASED205,068156,720+48,348+31%$7.2M$9.7M+$2.4M2026-10-30
Level Four Advisory Services, LLC
DECREASED198,831202,165-3,334-2%$9.3M$9.3M+$1.2K2026-11-06
Sunpointe, LLC
DECREASED156,662173,696-17,034-10%$8.0M$7.4M-$663.8K2026-10-22
One Plus One Wealth Management, LLC
INCREASED131,287129,564+1,723+1%$6.0M$6.2M+$181.9K2026-10-16
Renasant Bank
DECREASED129,837138,612-8,775-6%$6.4M$6.1M-$303.6K2026-11-05
TrueWealth Advisors, LLC
INCREASED127,245126,503+742+1%$5.8M$6.0M+$133.5K2026-10-09
Meridian Wealth Management, LLC
INCREASED98,50192,509+5,992+6%$4.3M$4.6M+$353.3K2026-11-05
Atria Investments, Inc
INCREASED91,93983,861+8,078+10%$3.9M$4.3M+$444.4K2026-10-15
Mendel Money Management
DECREASED87,04792,681-5,634-6%$4.3M$4.1M-$192.1K2026-11-02
Wealthcare Advisory Partners LLC
DECREASED84,872113,879-29,007-25%$5.3M$4.0M-$1.3M2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED67,61364,444+3,169+5%$3.0M$3.2M+$198.9K2026-10-16
Farther Finance Advisors, LLC
INCREASED57,83332,956+24,877+75%$1.5M$2.7M+$1.2M2026-10-08
ARQ Wealth Advisors, LLC
INCREASED57,22944,602+12,627+28%$2.1M$2.7M+$626.6K2026-10-29
Visionary Horizons, LLC
DECREASED56,74256,821-790%$2.6M$2.7M+$40.6K2026-10-22
Legacy Capital Wealth Partners, LLC
INCREASED47,83547,172+663+1%$2.2M$2.2M+$67.9K2026-10-21
Diversified Trust Co
UNCHANGED41,40841,40800%$1.9M$1.9M+$32.3K2026-11-06
Uniting Wealth Partners, LLC
DECREASED40,150280,213-240,063-86%$12.9M$1.9M-$11.0M2026-11-06
Lunt Capital Management, Inc.
INCREASED34,64733,006+1,641+5%$1.5M$1.6M+$102.7K2026-10-30
CPR Investments Inc.
INCREASED33,49931,120+2,379+8%$1.4M$1.6M+$135.9K2026-10-26
Schorn Wealth LLC
INCREASED28,57928,565+14+0%$1.3M$1.3M+$22.9K2026-10-14
MBL Wealth, LLC
DECREASED25,61829,740-4,122-14%$1.4M$1.2M-$170.2K2026-10-22
Valmark Advisers, Inc.
NEW22,088—+22,088——$1.0M—2026-11-06
Kestra Advisory Services, LLC
DECREASED19,78920,441-652-3%$943.2K$928.5K-$14.7K2026-11-02
Legacy Trust
UNCHANGED19,63219,63200%$905.8K$909.0K+$3.1K2026-11-06
Partners Wealth Management, LLC
NEW14,132—+14,132——$663.1K—2026-10-28
Perigon Wealth Management, LLC
INCREASED12,87011,248+1,622+14%$519.0K$603.9K+$84.9K2026-10-22
Mascagni Wealth Management, Inc.
DECREASED12,33212,540-208-2%$578.6K$578.6K+$112026-10-23
Valeo Financial Advisors, LLC
DECREASED11,34511,393-480%$525.7K$532.3K+$6.6K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED10,4804,832+5,648+117%$225.5K$497.3K+$271.8K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED9,2018,994+207+2%$415.0K$431.7K+$16.7K2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED8,9748,97400%$414.1K$421.1K+$7.0K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED8,7936,294+2,499+40%$290.4K$412.6K+$122.1K2026-11-06
Retirement Planning Group, LLC
INCREASED8,2958,294+1+0%$382.7K$389.2K+$6.6K2026-10-19
Parallel Advisors, LLC
DECREASED7,8938,663-770-9%$399.7K$370.3K-$29.4K2026-11-03
RFG Advisory, LLC
DECREASED7,87017,232-9,362-54%$795.1K$369.3K-$425.8K2026-11-03
Moors & Cabot, Inc.
UNCHANGED7,6107,61000%$351.1K$357.1K+$5.9K2026-11-06
XY Planning Network, Inc.
INCREASED7,4377,425+12+0%$342.6K$349.0K+$6.4K2026-10-14
Confluence Wealth Services, Inc.
UNCHANGED5,5805,58000%$257.5K$261.8K+$4.4K2026-11-05
MGO One Seven LLC
DECREASED5,5016,131-630-10%$282.9K$258.1K-$24.8K2026-10-28
Able Wealth Management LLC
INCREASED5,4155,368+47+1%$247.7K$257.3K+$9.6K2026-10-13
Transcendent Capital Group LLC
UNCHANGED4,7004,70000%$216.9K$220.5K+$3.7K2026-10-28
Virtue Capital Management, LLC
NEW4,403—+4,403——$206.6K—2026-10-29
Gimbal Financial
NEW4,323—+4,323——$202.8K—2026-10-19
Thrivent Financial for Lutherans
NEW4,300—+4,300——$202.0K—2026-11-05
Fifth Third Bancorp
DECREASED3,6634,573-910-20%$211.0K$171.9K-$39.1K2026-11-05
Princeton Global Asset Management LLC
DECREASED3,5433,878-335-9%$178.9K$166.2K-$12.7K2026-10-21
Jacobi Capital Management LLC
NEW3,336—+3,336——$156.5K—2026-11-05
Chilton Capital Management LLC
UNCHANGED2,4132,41300%$111.3K$113.2K+$1.9K2026-10-28
Assetmark, Inc
INCREASED1,358898+460+51%$41.4K$63.7K+$22.3K2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED1,3301,33000%$61.4K$62.5K+$1.1K2026-10-16
Private Trust Co NA
UNCHANGED1,0871,08700%$50.2K$51.0K+$8482026-10-20
Compass Financial Management LLC
DECREASED7241,601-877-55%$73.9K$34.0K-$39.9K2026-10-30
US Bancorp \de\
NEW560—+560——$26.3K—2026-11-05
Allworth Financial LP
NEW494—+494——$22.8K—2026-11-06
IFP Advisors, Inc
UNCHANGED22522500%$10.4K$10.6K+$1752026-10-16
CoreCap Advisors, LLC
DECREASED166243-77-32%$11.2K$7.8K-$3.4K2026-10-08
Signaturefd, LLC
UNCHANGED1100%$33$33$02026-10-23
Axxcess Wealth Management, LLC
CLOSED07,490-7,490-100%$345.6K$0-$345.6K2026-10-21
Truist Financial Corp
CLOSED04,692-4,692-100%$216.5K$0-$216.5K2026-10-30
Cambridge Investment Research Advisors, Inc.
CLOSED04,631-4,631-100%$214.0K$0-$214.0K2026-11-02
Commonwealth Equity Services, LLC
CLOSED04,539-4,539-100%$209.4K$0-$209.4K2026-11-02
EverSource Wealth Advisors, LLC
CLOSED0300-300-100%$13.8K$0-$13.8K2026-11-04
Silver Grove Financial Group, Inc.
CLOSED067-67-100%$3.1K$0-$3.1K2026-11-05
PNC Financial Services Group, Inc.
CLOSED048-48-100%$2.2K$0-$2.2K2026-11-06
Aptus Capital Advisors, LLC
N/A—18,591,361-18,591,361-100%$857.8M———
Integrated Wealth Concepts LLC
N/A—7,974,173-7,974,173-100%$367.9M———
Guardian Wealth Advisors, LLC / NC
N/A—4,543,323-4,543,323-100%$209.6M———
Brogan Financial, Inc.
N/A—1,941,690-1,941,690-100%$89.6M———
Envestnet Asset Management Inc
N/A—1,716,685-1,716,685-100%$79.2M———
Raymond James Financial Inc
N/A—1,520,681-1,520,681-100%$70.2M———
Second Line Capital, LLC
N/A—1,292,312-1,292,312-100%$59.6M———
Bienville Capital Management, LLC
N/A—1,119,148-1,119,148-100%$51.6M———
Advisory Services Network, LLC
N/A—1,107,603-1,107,603-100%$51.1M———
Park Place Capital Corp
N/A—1,073,905-1,073,905-100%$49.6M———
Waterloo Capital, L.P.
N/A—742,913-742,913-100%$34.3M———
Wells Fargo & Company
N/A—677,328-677,328-100%$31.3M———
Silver OAK Securities, Incorporated
N/A—306,808-306,808-100%$14.2M———
MAI Capital Management
N/A—295,182-295,182-100%$13.6M———
Maripau Wealth Management LLC
N/A—227,941-227,941-100%$10.6M———
Tailwinds Wealth, LLC
N/A—202,141-202,141-100%$9.3M———
CoreFirst Bank & Trust
N/A—164,239-164,239-100%$7.6M———
UBS Group AG
N/A—123,404-123,404-100%$5.7M———
Regal Investment Advisors LLC
N/A—117,339-117,339-100%$5.4M———
Independent Advisor Alliance
N/A—95,165-95,165-100%$4.4M———
NCM Capital Management, LLC
N/A—92,058-92,058-100%$4.2M———
Savvy Advisors, Inc.
N/A—82,921-82,921-100%$3.8M———
Orion Porfolio Solutions, LLC
N/A—82,333-82,333-100%$3.8M———
Osaic Holdings, Inc.
N/A—81,672-81,672-100%$3.8M———
Second Half Financial Partners, LLC
N/A—79,291-79,291-100%$3.7M———
Lansing Street Advisors
N/A—63,760-63,760-100%$2.9M———
MML Investors Services, LLC
N/A—57,236-57,236-100%$2.6M———
Delta Investment Management, LLC
N/A—53,592-53,592-100%$2.5M———
Geneos Wealth Management Inc.
N/A—51,570-51,570-100%$2.4M———
TFR Capital, Llc.
N/A—50,253-50,253-100%$2.3M———
Talon Private Wealth, LLC
N/A—46,274-46,274-100%$2.1M———
AQR Capital Management LLC
N/A—46,076-46,076-100%$2.1M———
Citadel Advisors LLC
N/A—30,977-30,977-100%$1.4M———
HRT Financial LP
N/A—30,221-30,221-100%$1.4M———
Mercer Global Advisors Inc
N/A—25,342-25,342-100%$1.2M———
Prosperity Bancshares Inc
N/A—21,564-21,564-100%$995.0K———
Betterment LLC
N/A—20,621-20,621-100%$951.0K———
Quantinno Capital Management LP
N/A—18,010-18,010-100%$831.0K———
Brookwood Investment Group LLC
N/A—16,465-16,465-100%$759.7K———
NewEdge Advisors, LLC
N/A—16,142-16,142-100%$744.8K———
Jane Street Group, LLC
N/A—15,998-15,998-100%$738.1K———
Old Mission Capital LLC
N/A—15,671-15,671-100%$723.1K———
Manhattan West Asset Management, LLC
N/A—15,588-15,588-100%$719.2K———
Equitable Holdings, Inc.
N/A—12,817-12,817-100%$591.4K———
GTS Securities LLC
N/A—9,202-9,202-100%$424.6K———
Thompson David Blair
N/A—7,170-7,170-100%$330.8K———
WealthShield Partners, LLC
N/A—5,648-5,648-100%$260.6K———
Peak Planning Group, LLC
N/A—5,540-5,540-100%$255.6K———
Cetera Investment Advisers
N/A—5,378-5,378-100%$248.1K———
Forefront Wealth Partners, LLC
N/A—5,362-5,362-100%$247.4K———
Ameritas Advisory Services, LLC
N/A—5,321-5,321-100%$245.5K———
Royal Bank of Canada
N/A—5,252-5,252-100%$242.0K———
Western Wealth Management, LLC
N/A—5,203-5,203-100%$240.1K———
JPMorgan Chase & Co
N/A—5,146-5,146-100%$236.0K———
Global Retirement Partners, LLC
N/A—5,006-5,006-100%$231.0K———
Captrust Financial Advisors
N/A—4,776-4,776-100%$220.4K———
Liberty Square Wealth Partners LLC
N/A—4,621-4,621-100%$213.2K———
Consultiva Wealth Management, Corp.
N/A—4,120-4,120-100%$190.1K———
Harbour Investments, Inc.
N/A—3,827-3,827-100%$176.6K———
BFC Planning, Inc.
N/A—1,674-1,674-100%$77.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,464-1,464-100%$67.5K———
Whittier Trust Co
N/A—1,443-1,443-100%$67.1K———
AE Wealth Management LLC
N/A—783-783-100%$36.1K———
O'shaughnessy Asset Management, LLC
N/A—497-497-100%$22.9K———
Dunhill Financial, LLC
N/A—308-308-100%$14.3K———
IFG Advisory, LLC
N/A—24-24-100%$1.1K———
Smartleaf Asset Management LLC
N/A—13-13-100%$619———
Morgan Stanley
N/A—1-1-100%$63———
Showing 153 of 153 institutions