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FS Credit Opportunities Corp (FSCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares6,124,889 from 6,132,731
Change-7,842 (0%)
Value$31.6M (+$1.0M)
Filed 2026-11-02
Wagner Wealth Management, LLC
INCREASED
Shares4,967,199 from 4,848,488
Change+118,711 (+2%)
Value$25.6M (+$1.4M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,381,280 from 2,629,317
Change-248,037 (-9%)
Value$12.3M (-$833.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares2,278,603 from 2,274,969
Change+3,634 (+0%)
Value$11.8M (+$405.5K)
Filed 2026-11-06
Evergreen Capital Management LLC
INCREASED
Shares2,199,497 from 2,160,222
Change+39,275 (+2%)
Value$11.3M (+$569.9K)
Filed 2026-10-23
Vista Finance, LLC
DECREASED
Shares1,699,744 from 1,947,884
Change-248,140 (-13%)
Value$8.8M (-$949.3K)
Filed 2026-10-23
Matisse Capital
UNCHANGED
Shares1,245,000 from 1,245,000
Change0 (0%)
Value$6.4M (+$211.7K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares1,108,063 from 1,120,115
Change-12,052 (-1%)
Value$5.7M (+$128.2K)
Filed 2026-10-13
Ellis Investment Partners, LLC
INCREASED
Shares936,693 from 921,127
Change+15,566 (+2%)
Value$4.8M (+$236.9K)
Filed 2026-10-21
Noble Wealth Management PBC
INCREASED
Shares637,478 from 499,137
Change+138,341 (+28%)
Value$3.3M (+$798.7K)
Filed 2026-10-01
Castleview Partners, LLC
INCREASED
Shares600,642 from 487,964
Change+112,678 (+23%)
Value$3.1M (+$664.4K)
Filed 2026-10-09
Riverbridge Partners LLC
INCREASED
Shares508,017 from 384,875
Change+123,142 (+32%)
Value$2.6M (+$700.8K)
Filed 2026-11-05
Absolute Investment Advisers, LLC
DECREASED
Shares389,666 from 552,067
Change-162,401 (-29%)
Value$2.0M (-$744.1K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares350,248 from 345,486
Change+4,762 (+1%)
Value$1.8M (+$83.3K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares324,816 from 324,573
Change+243 (+0%)
Value$1.7M (+$56.4K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares312,841 from 348,260
Change-35,419 (-10%)
Value$1.6M (-$123.6K)
Filed 2026-10-14
Closed-End Fund Advisors, Inc.
INCREASED
Shares294,672 from 242,291
Change+52,381 (+22%)
Value$1.5M (+$311.5K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares272,689 from 268,820
Change+3,869 (+1%)
Value$1.4M (+$65.7K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares271,263 from 366,595
Change-95,332 (-26%)
Value$1.4M (-$429.6K)
Filed 2026-10-20
Certior Financial Group, LLC
DECREASED
Shares248,087 from 349,900
Change-101,813 (-29%)
Value$1.3M (-$465.9K)
Filed 2026-10-19
Arlington Capital Management Inc
INCREASED
Shares234,815 from 222,526
Change+12,289 (+6%)
Value$1.2M (+$101.2K)
Filed 2026-10-30
TrueMark Investments, LLC
INCREASED
Shares227,107 from 163,877
Change+63,230 (+39%)
Value$1.2M (+$354.1K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares201,698 from 177,973
Change+23,725 (+13%)
Value$1.0M (+$152.7K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares175,223 from 166,680
Change+8,543 (+5%)
Value$904.2K (+$72.4K)
Filed 2026-11-04
Calamos Advisors LLC
INCREASED
Shares167,752 from 138,425
Change+29,327 (+21%)
Value$865.6K (+$174.9K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares158,708 from 86,806
Change+71,902 (+83%)
Value$818.9K (+$385.8K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares145,809 from 43,478
Change+102,331 (+235%)
Value$726.1K (+$516.1K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares143,224 from 138,954
Change+4,270 (+3%)
Value$713.3K (+$35.2K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares126,787 from 147,807
Change-21,020 (-14%)
Value$654.2K (-$83.3K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
NEW
Shares116,557
Change+116,557
Value$601.4K
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares112,894 from 122,246
Change-9,352 (-8%)
Value$582.5K (-$27.5K)
Filed 2026-11-05
Kathmere Capital Management, LLC
DECREASED
Shares111,225 from 120,087
Change-8,862 (-7%)
Value$573.9K (-$25.3K)
Filed 2026-10-20
Allen Capital Group, LLC
DECREASED
Shares109,173 from 114,888
Change-5,715 (-5%)
Value$563.3K (-$10.0K)
Filed 2026-10-27
Creative Planning
DECREASED
Shares108,677 from 124,102
Change-15,425 (-12%)
Value$560.8K (-$58.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares101,259 from 62,863
Change+38,396 (+61%)
Value$522.5K (+$208.8K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares95,114 from 97,041
Change-1,927 (-2%)
Value$490.8K (+$6.6K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares72,195 from 81,959
Change-9,764 (-12%)
Value$372.5K (-$36.5K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares70,656 from 11,180
Change+59,476 (+532%)
Value$364.6K (+$308.8K)
Filed 2026-10-08
Apeiron RIA LLC
INCREASED
Shares69,283 from 63,962
Change+5,321 (+8%)
Value$354.7K (+$35.6K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares67,854 from 57,636
Change+10,218 (+18%)
Value$350.1K (+$62.5K)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares66,749 from 67,749
Change-1,000 (-1%)
Value$344.4K (+$6.4K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares66,653 from 91,565
Change-24,912 (-27%)
Value$343.9K (-$113.0K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares65,720 from 65,720
Change0 (0%)
Value$339.1K (+$11.2K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
DECREASED
Shares64,628 from 82,406
Change-17,778 (-22%)
Value$333.5K (-$77.7K)
Filed 2026-10-29
Huntleigh Advisors, Inc.
UNCHANGED
Shares57,532 from 57,532
Change0 (0%)
Value$296.9K (+$9.8K)
Filed 2026-11-03
Csenge Advisory Group
UNCHANGED
Shares55,217 from 55,217
Change0 (0%)
Value$284.9K (+$9.4K)
Filed 2026-11-04
Sanders Morris Harris LLC
NEW
Shares55,000
Change+55,000
Value$283.8K
Filed 2026-10-14
McAdam, LLC
DECREASED
Shares47,932 from 48,532
Change-600 (-1%)
Value$247.3K (+$5.2K)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares45,867 from 45,766
Change+101 (+0%)
Value$236.7K (+$8.3K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares43,545 from 54,319
Change-10,774 (-20%)
Value$224.7K (-$46.4K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares41,725 from 58,147
Change-16,422 (-28%)
Value$207.8K (-$82.4K)
Filed 2026-11-04
Strong Retirement Solutions LLC
DECREASED
Shares41,254 from 52,054
Change-10,800 (-21%)
Value$212.9K (-$46.9K)
Filed 2026-10-07
Retirement Planning Group, LLC
DECREASED
Shares40,842 from 47,303
Change-6,461 (-14%)
Value$210.7K (-$25.3K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares40,339 from 41,939
Change-1,600 (-4%)
Value$208.0K (-$1.0K)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares40,000 from 40,122
Change-122 (0%)
Value$206.4K (+$6.2K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares38,664 from 25,178
Change+13,486 (+54%)
Value$199.5K (+$73.9K)
Filed 2026-11-02
Foundry Financial Group, Inc.
UNCHANGED
Shares38,062 from 38,062
Change0 (0%)
Value$196.4K (+$6.5K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares33,939 from 41,670
Change-7,731 (-19%)
Value$175.1K (-$32.8K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares33,111 from 32,781
Change+330 (+1%)
Value$170.9K (+$7.3K)
Filed 2026-10-08
Capital CS Group, LLC
INCREASED
Shares30,644 from 29,614
Change+1,030 (+3%)
Value$158.1K (+$10.4K)
Filed 2026-10-29
Jacobi Capital Management LLC
DECREASED
Shares30,581 from 31,149
Change-568 (-2%)
Value$157.8K (+$2.4K)
Filed 2026-11-05
Clark Asset Management, LLC
UNCHANGED
Shares29,974 from 29,974
Change0 (0%)
Value$154.7K (+$5.1K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares29,398 from 29,398
Change0 (0%)
Value$146.7K ($0)
Filed 2026-11-06
Legacy Capital Wealth Partners, LLC
INCREASED
Shares29,096 from 28,700
Change+396 (+1%)
Value$150.1K (+$6.9K)
Filed 2026-10-21
Balefire, LLC
DECREASED
Shares29,093 from 39,686
Change-10,593 (-27%)
Value$150.1K (-$47.9K)
Filed 2026-10-09
Rockland Trust Co
UNCHANGED
Shares28,203 from 28,203
Change0 (0%)
Value$145.5K (+$4.8K)
Filed 2026-10-05
Concurrent Investment Advisors, LLC
INCREASED
Shares27,454 from 23,872
Change+3,582 (+15%)
Value$141.7K (+$22.5K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares26,582
Change+26,582
Value$137.2K
Filed 2026-11-03
Keybank National Association
UNCHANGED
Shares26,363 from 26,363
Change0 (0%)
Value$136.0K (+$4.5K)
Filed 2026-11-04
Stewardship Advisors, LLC
UNCHANGED
Shares25,972 from 25,972
Change0 (0%)
Value$134.0K (+$4.4K)
Filed 2026-10-20
Cannon Advisors, Inc.
INCREASED
Shares25,786 from 22,577
Change+3,209 (+14%)
Value$127.4K (+$19.9K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares25,641 from 24,249
Change+1,392 (+6%)
Value$132.0K (+$11.0K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares25,640 from 22,789
Change+2,851 (+13%)
Value$132.3K (+$18.6K)
Filed 2026-10-28
Global Assets Advisory, LLC
INCREASED
Shares24,991 from 11,359
Change+13,632 (+120%)
Value$127.1K (+$70.7K)
Filed 2026-10-28
CPC Advisors, LLC
INCREASED
Shares23,998 from 10,546
Change+13,452 (+128%)
Value$123.8K (+$71.2K)
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares23,922 from 23,873
Change+49 (+0%)
Value$123.4K (+$4.3K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares23,736 from 25,536
Change-1,800 (-7%)
Value$122.5K (-$4.9K)
Filed 2026-10-08
BOS Asset Management, LLC
DECREASED
Shares23,313 from 33,537
Change-10,224 (-30%)
Value$120.3K (-$47.1K)
Filed 2026-10-09
Advisory Advocates, LLC
UNCHANGED
Shares22,500 from 22,500
Change0 (0%)
Value$116.1K (+$3.8K)
Filed 2026-11-05
Carnegie Lake Advisors LLC
UNCHANGED
Shares21,663 from 21,663
Change0 (0%)
Value$111.8K (+$3.7K)
Filed 2026-11-06
Ejmk Ventures LLC
DECREASED
Shares21,470 from 27,153
Change-5,683 (-21%)
Value$110.8K (-$24.7K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares20,964 from 20,964
Change0 (0%)
Value$108.2K (+$3.6K)
Filed 2026-10-13
Centerpoint Advisory Group
DECREASED
Shares20,682 from 22,682
Change-2,000 (-9%)
Value$106.7K (-$6.5K)
Filed 2026-10-23
Heritage Family Offices, LLP
DECREASED
Shares20,261 from 21,626
Change-1,365 (-6%)
Value$104.5K (-$3.4K)
Filed 2026-11-02
Integrity Alliance, Llc.
UNCHANGED
Shares19,875 from 19,875
Change0 (0%)
Value$102.6K (+$3.4K)
Filed 2026-10-29
ASL Financial, LLC
UNCHANGED
Shares19,365 from 19,365
Change0 (0%)
Value$99.9K (+$3.3K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
UNCHANGED
Shares19,204 from 19,204
Change0 (0%)
Value$98.5K (+$2.7K)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
UNCHANGED
Shares19,149 from 19,149
Change0 (0%)
Value$98.8K (+$3.3K)
Filed 2026-10-26
Tcfg Investment Advisors, LLC
INCREASED
Shares19,120 from 18,224
Change+896 (+5%)
Value$98.7K (+$7.7K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares19,038 from 21,414
Change-2,376 (-11%)
Value$98.2K (-$8.6K)
Filed 2026-10-28
OxenFree Capital LLC
UNCHANGED
Shares18,710 from 18,710
Change0 (0%)
Value$94.3K (+$2.6K)
Filed 2026-10-07
Atlas Private Wealth Advisors
DECREASED
Shares18,643 from 19,169
Change-526 (-3%)
Value$96.2K (+$548)
Filed 2026-10-23
Vestia Personal Wealth Advisors
INCREASED
Shares18,443 from 17,823
Change+620 (+3%)
Value$95.2K (+$6.2K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares18,137 from 11,021
Change+7,116 (+65%)
Value$93.6K (+$38.6K)
Filed 2026-10-23
LexAurum Advisors, LLC
DECREASED
Shares18,132 from 19,905
Change-1,773 (-9%)
Value$93.6K (-$5.8K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares18,017
Change+18,017
Value$90
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares18,000 from 13,900
Change+4,100 (+30%)
Value$92.9K (+$23.5K)
Filed 2026-10-29
Acorn Financial Advisory Services Inc
UNCHANGED
Shares17,220 from 17,220
Change0 (0%)
Value$88.9K (+$2.9K)
Filed 2026-11-02
MFA Wealth Services
DECREASED
Shares17,211 from 20,268
Change-3,057 (-15%)
Value$88.8K (-$12.3K)
Filed 2026-10-14
Fiduciary Alliance LLC
INCREASED
Shares16,731 from 16,169
Change+562 (+3%)
Value$86.3K (+$5.7K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
DECREASED
Shares16,012 from 28,411
Change-12,399 (-44%)
Value$82.6K (-$59.1K)
Filed 2026-10-15
WealthPLAN Partners, LLC
UNCHANGED
Shares15,990 from 15,990
Change0 (0%)
Value$82.5K (+$2.7K)
Filed 2026-10-15
Dean, Jacobson Financial Services, LLC
UNCHANGED
Shares15,916 from 15,916
Change0 (0%)
Value$82.1K (+$2.7K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares15,837 from 16,210
Change-373 (-2%)
Value$81.7K (+$831)
Filed 2026-10-22
Venture Visionary Partners LLC
UNCHANGED
Shares15,771 from 15,771
Change0 (0%)
Value$81.4K (+$2.7K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares15,075 from 15,075
Change0 (0%)
Value$77.8K (+$2.6K)
Filed 2026-10-08
Townsend & Associates, Inc
UNCHANGED
Shares14,999 from 14,999
Change0 (0%)
Value$75.6K (+$1.5K)
Filed 2026-10-23
Apella Capital, LLC
UNCHANGED
Shares14,991 from 14,991
Change0 (0%)
Value$73.6K (+$150)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares14,872 from 20,076
Change-5,204 (-26%)
Value$76.7K (-$25.6K)
Filed 2026-10-13
Freestate Advisors LLC
INCREASED
Shares14,641 from 14,143
Change+498 (+4%)
Value$75.5K (+$5.0K)
Filed 2026-10-09
Channel Wealth LLC
UNCHANGED
Shares14,623 from 14,623
Change0 (0%)
Value$75.5K (+$2.5K)
Filed 2026-11-06
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares14,481 from 14,481
Change0 (0%)
Value$74.7K (+$2.5K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares14,420
Change+14,420
Value$73.3K
Filed 2026-11-03
Miramontes Capital, LLC
UNCHANGED
Shares13,671 from 13,671
Change0 (0%)
Value$70.5K (+$2.3K)
Filed 2026-10-19
Cooper Financial Group
DECREASED
Shares13,573 from 13,853
Change-280 (-2%)
Value$70.0K (+$909)
Filed 2026-10-07
Koshinski Asset Management, Inc.
UNCHANGED
Shares13,430 from 13,430
Change0 (0%)
Value$69.3K (+$2.3K)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED
Shares13,354 from 12,916
Change+438 (+3%)
Value$68.9K (+$4.5K)
Filed 2026-10-29
Symmetry Partners, LLC
DECREASED
Shares13,351 from 16,003
Change-2,652 (-17%)
Value$68.9K (-$11.0K)
Filed 2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED
Shares13,137 from 12,904
Change+233 (+2%)
Value$67.8K (+$3.4K)
Filed 2026-10-20
Advisor OS, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$67.1K (+$2.2K)
Filed 2026-11-03
Financial Partners Group, Inc
INCREASED
Shares12,833 from 12,465
Change+368 (+3%)
Value$66.2K (+$4.0K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares12,593
Change+12,593
Value$65.0K
Filed 2026-10-14
Avantax Planning Partners, Inc.
NEW
Shares11,903
Change+11,903
Value$61.4K
Filed 2026-11-03
BIP Wealth, LLC
UNCHANGED
Shares11,802 from 11,802
Change0 (0%)
Value$60.9K (+$2.0K)
Filed 2026-10-22
Modera Wealth Management, LLC
UNCHANGED
Shares11,696 from 11,696
Change0 (0%)
Value$60.4K (+$2.0K)
Filed 2026-10-28
Gen-Wealth Partners Inc
UNCHANGED
Shares11,508 from 11,508
Change0 (0%)
Value$59.4K (+$2.0K)
Filed 2026-11-04
Fisher Asset Management, LLC
NEW
Shares10,297
Change+10,297
Value$53.1K
Filed 2026-11-06
Madrid Wealth Management, LLC
UNCHANGED
Shares10,272 from 10,272
Change0 (0%)
Value$53.0K (+$1.7K)
Filed 2026-10-23
Madrona Financial Services, LLC
NEW
Shares10,203
Change+10,203
Value$52.6K
Filed 2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED
Shares8,859 from 8,859
Change0 (0%)
Value$45.7K (+$1.5K)
Filed 2026-10-05
US Bancorp \de\
INCREASED
Shares7,876 from 6,129
Change+1,747 (+29%)
Value$40.6K (+$10.1K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares7,773 from 7,773
Change0 (0%)
Value$40.1K (+$1.3K)
Filed 2026-11-04
CX Institutional
UNCHANGED
Shares7,509 from 7,509
Change0 (0%)
Value$39 (+$2)
Filed 2026-10-02
Advocate Investing Services LLC
UNCHANGED
Shares6,813 from 6,813
Change0 (0%)
Value$35.2K (+$1.2K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares6,782 from 3,093
Change+3,689 (+119%)
Value$35.0K (+$19.6K)
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares5,490 from 5,490
Change0 (0%)
Value$28.3K (+$933)
Filed 2026-10-19
Mather Group, Llc.
UNCHANGED
Shares5,489 from 5,489
Change0 (0%)
Value$28.3K (+$933)
Filed 2026-10-14
WPG Advisers, LLC
INCREASED
Shares4,647 from 4,278
Change+369 (+9%)
Value$24.0K (+$2.6K)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,098 from 3,801
Change+297 (+8%)
Value$21.1K (+$2.2K)
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares3,987 from 3,987
Change0 (0%)
Value$20.6K (+$677)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares3,876
Change+3,876
Value$20.0K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares3,680
Change+3,680
Value$19.0K
Filed 2026-10-27
Signaturefd, LLC
NEW
Shares2,661
Change+2,661
Value$13.7K
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares1,530
Change+1,530
Value$7.9K
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares1,071 from 1,071
Change0 (0%)
Value$5.5K (+$182)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$5.5K (+$181)
Filed 2026-10-15
Reap Financial Group, LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$5.5K (+$181)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares312 from 255
Change+57 (+22%)
Value$1.6K (+$337)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares278 from 844
Change-566 (-67%)
Value$1.4K (-$2.8K)
Filed 2026-11-06
Carolina Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$15
Filed 2026-10-23
Miller Global Investments, LLC
CLOSED
Shares0 from 177,456
Change-177,456 (-100%)
Value$0 (-$885.5K)
Filed 2026-10-02
Inscription Capital, LLC
CLOSED
Shares0 from 116,175
Change-116,175 (-100%)
Value$0 (-$579.7K)
Filed 2026-11-02
Tactive Advisors, LLC
CLOSED
Shares0 from 43,355
Change-43,355 (-100%)
Value$0 (-$216.3K)
Filed 2026-10-08
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 21,626
Change-21,626 (-100%)
Value$0 (-$107.9K)
Filed 2026-10-27
Truist Financial Corp
CLOSED
Shares0 from 20,082
Change-20,082 (-100%)
Value$0 (-$100.2K)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 19,629
Change-19,629 (-100%)
Value$0 (-$97.9K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 19,204
Change-19,204 (-100%)
Value$0 (-$95.8K)
Filed 2026-10-21
Diversify Advisory Services, LLC
CLOSED
Shares0 from 15,556
Change-15,556 (-100%)
Value$0 (-$76.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 15,556
Change-15,556 (-100%)
Value$0 (-$76.4K)
Filed 2026-10-20
BLB&B Advisors, LLC
CLOSED
Shares0 from 11,328
Change-11,328 (-100%)
Value$0 (-$56.5K)
Filed 2026-10-27
Amicus Financial Advisors, LLC
CLOSED
Shares0 from 10,818
Change-10,818 (-100%)
Value$0 (-$54.0K)
Filed 2026-11-03
Visionary Wealth Advisors
CLOSED
Shares0 from 10,063
Change-10,063 (-100%)
Value$0 (-$50.2K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 9,683
Change-9,683 (-100%)
Value$0 (-$48.3K)
Filed 2026-10-15
Spire Wealth Management
CLOSED
Shares0 from 5,670
Change-5,670 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-30
Salem Investment Counselors Inc
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$8.8K)
Filed 2026-11-02
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$4)
Filed 2026-10-29
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3 (+$1)
Filed 2026-10-28
Rivernorth Capital Management, LLC
N/A
Shares— from 5,444,012
Change-5,444,012 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 4,309,448
Change-4,309,448 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 3,921,573
Change-3,921,573 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,930,706
Change-2,930,706 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,487,020
Change-2,487,020 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,141,154
Change-2,141,154 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,134,937
Change-2,134,937 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,938,862
Change-1,938,862 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,662,945
Change-1,662,945 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,162,973
Change-1,162,973 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,138,698
Change-1,138,698 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 982,238
Change-982,238 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 980,930
Change-980,930 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 829,494
Change-829,494 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 799,563
Change-799,563 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 477,739
Change-477,739 (-100%)
Value—
&partners
N/A
Shares— from 416,357
Change-416,357 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 405,960
Change-405,960 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 287,557
Change-287,557 (-100%)
Value—
UBS Group AG
N/A
Shares— from 231,252
Change-231,252 (-100%)
Value—
Quarry LP
N/A
Shares— from 218,922
Change-218,922 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 200,225
Change-200,225 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 180,723
Change-180,723 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 176,277
Change-176,277 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 169,833
Change-169,833 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 163,415
Change-163,415 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 163,093
Change-163,093 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 158,917
Change-158,917 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 158,167
Change-158,167 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 155,743
Change-155,743 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 149,624
Change-149,624 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 140,543
Change-140,543 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 129,190
Change-129,190 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 127,798
Change-127,798 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 125,385
Change-125,385 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 122,985
Change-122,985 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 120,750
Change-120,750 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 115,083
Change-115,083 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 98,641
Change-98,641 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 98,525
Change-98,525 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 98,343
Change-98,343 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 96,005
Change-96,005 (-100%)
Value—
North Ground Capital
N/A
Shares— from 89,600
Change-89,600 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 89,505
Change-89,505 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 76,887
Change-76,887 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 76,274
Change-76,274 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 72,712
Change-72,712 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 72,321
Change-72,321 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 62,933
Change-62,933 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 62,601
Change-62,601 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 58,764
Change-58,764 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 58,462
Change-58,462 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 57,475
Change-57,475 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 56,554
Change-56,554 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 56,031
Change-56,031 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 50,108
Change-50,108 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 49,673
Change-49,673 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 49,199
Change-49,199 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 47,689
Change-47,689 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 46,446
Change-46,446 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 40,738
Change-40,738 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,951
Change-37,951 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 37,498
Change-37,498 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 37,361
Change-37,361 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 33,080
Change-33,080 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 30,609
Change-30,609 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 30,288
Change-30,288 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,089
Change-29,089 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 28,356
Change-28,356 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 27,214
Change-27,214 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 26,937
Change-26,937 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,570
Change-26,570 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,967
Change-25,967 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,549
Change-25,549 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 24,655
Change-24,655 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 21,195
Change-21,195 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 20,228
Change-20,228 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 19,395
Change-19,395 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,781
Change-18,781 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,652
Change-18,652 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 18,112
Change-18,112 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 18,083
Change-18,083 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,062
Change-18,062 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 17,339
Change-17,339 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 16,971
Change-16,971 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 16,887
Change-16,887 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 16,284
Change-16,284 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 15,762
Change-15,762 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 15,644
Change-15,644 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 13,335
Change-13,335 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,891
Change-11,891 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,822
Change-10,822 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,094
Change-10,094 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,667
Change-6,667 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED6,124,8896,132,731-7,8420%$30.6M$31.6M+$1.0M2026-11-02
Wagner Wealth Management, LLC
INCREASED4,967,1994,848,488+118,711+2%$24.2M$25.6M+$1.4M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED2,381,2802,629,317-248,037-9%$13.1M$12.3M-$833.0K2026-11-02
LPL Financial LLC
INCREASED2,278,6032,274,969+3,634+0%$11.4M$11.8M+$405.5K2026-11-06
Evergreen Capital Management LLC
INCREASED2,199,4972,160,222+39,275+2%$10.8M$11.3M+$569.9K2026-10-23
Vista Finance, LLC
DECREASED1,699,7441,947,884-248,140-13%$9.7M$8.8M-$949.3K2026-10-23
Matisse Capital
UNCHANGED1,245,0001,245,00000%$6.2M$6.4M+$211.7K2026-10-29
Independent Financial Group, LLC
DECREASED1,108,0631,120,115-12,052-1%$5.6M$5.7M+$128.2K2026-10-13
Ellis Investment Partners, LLC
INCREASED936,693921,127+15,566+2%$4.6M$4.8M+$236.9K2026-10-21
Noble Wealth Management PBC
INCREASED637,478499,137+138,341+28%$2.5M$3.3M+$798.7K2026-10-01
Castleview Partners, LLC
INCREASED600,642487,964+112,678+23%$2.4M$3.1M+$664.4K2026-10-09
Riverbridge Partners LLC
INCREASED508,017384,875+123,142+32%$1.9M$2.6M+$700.8K2026-11-05
Absolute Investment Advisers, LLC
DECREASED389,666552,067-162,401-29%$2.8M$2.0M-$744.1K2026-10-21
Kestra Advisory Services, LLC
INCREASED350,248345,486+4,762+1%$1.7M$1.8M+$83.3K2026-11-02
Diversified Enterprises, LLC
INCREASED324,816324,573+243+0%$1.6M$1.7M+$56.4K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED312,841348,260-35,419-10%$1.7M$1.6M-$123.6K2026-10-14
Closed-End Fund Advisors, Inc.
INCREASED294,672242,291+52,381+22%$1.2M$1.5M+$311.5K2026-11-04
Choreo, LLC
INCREASED272,689268,820+3,869+1%$1.3M$1.4M+$65.7K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED271,263366,595-95,332-26%$1.8M$1.4M-$429.6K2026-10-20
Certior Financial Group, LLC
DECREASED248,087349,900-101,813-29%$1.7M$1.3M-$465.9K2026-10-19
Arlington Capital Management Inc
INCREASED234,815222,526+12,289+6%$1.1M$1.2M+$101.2K2026-10-30
TrueMark Investments, LLC
INCREASED227,107163,877+63,230+39%$817.7K$1.2M+$354.1K2026-11-05
Oppenheimer & Co Inc
INCREASED201,698177,973+23,725+13%$888.1K$1.0M+$152.7K2026-10-26
Creative Financial Designs Inc
INCREASED175,223166,680+8,543+5%$831.7K$904.2K+$72.4K2026-11-04
Calamos Advisors LLC
INCREASED167,752138,425+29,327+21%$690.7K$865.6K+$174.9K2026-11-02
Investmark Advisory Group LLC
INCREASED158,70886,806+71,902+83%$433.2K$818.9K+$385.8K2026-10-27
Plancorp, LLC
INCREASED145,80943,478+102,331+235%$210.0K$726.1K+$516.1K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED143,224138,954+4,270+3%$678.1K$713.3K+$35.2K2026-10-13
Merit Financial Group, LLC
DECREASED126,787147,807-21,020-14%$737.6K$654.2K-$83.3K2026-11-06
Elevation Point Wealth Partners, LLC
NEW116,557—+116,557——$601.4K—2026-11-05
J.W. Cole Advisors, Inc.
DECREASED112,894122,246-9,352-8%$610.0K$582.5K-$27.5K2026-11-05
Kathmere Capital Management, LLC
DECREASED111,225120,087-8,862-7%$599.2K$573.9K-$25.3K2026-10-20
Allen Capital Group, LLC
DECREASED109,173114,888-5,715-5%$573.3K$563.3K-$10.0K2026-10-27
Creative Planning
DECREASED108,677124,102-15,425-12%$619.3K$560.8K-$58.5K2026-11-02
Apollon Wealth Management, LLC
INCREASED101,25962,863+38,396+61%$313.7K$522.5K+$208.8K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED95,11497,041-1,927-2%$484.2K$490.8K+$6.6K2026-10-21
RFG Advisory, LLC
DECREASED72,19581,959-9,764-12%$409.0K$372.5K-$36.5K2026-11-03
CoreCap Advisors, LLC
INCREASED70,65611,180+59,476+532%$55.8K$364.6K+$308.8K2026-10-08
Apeiron RIA LLC
INCREASED69,28363,962+5,321+8%$319.2K$354.7K+$35.6K2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED67,85457,636+10,218+18%$287.6K$350.1K+$62.5K2026-10-23
Strategic Blueprint, LLC
DECREASED66,74967,749-1,000-1%$338.1K$344.4K+$6.4K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED66,65391,565-24,912-27%$456.9K$343.9K-$113.0K2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED65,72065,72000%$327.9K$339.1K+$11.2K2026-10-30
Summit Wealth Group LLC / Co
DECREASED64,62882,406-17,778-22%$411.2K$333.5K-$77.7K2026-10-29
Huntleigh Advisors, Inc.
UNCHANGED57,53257,53200%$287.1K$296.9K+$9.8K2026-11-03
Csenge Advisory Group
UNCHANGED55,21755,21700%$275.5K$284.9K+$9.4K2026-11-04
Sanders Morris Harris LLC
NEW55,000—+55,000——$283.8K—2026-10-14
McAdam, LLC
DECREASED47,93248,532-600-1%$242.2K$247.3K+$5.2K2026-10-21
Allegiance Financial Group Advisory Services LLC
INCREASED45,86745,766+101+0%$228.4K$236.7K+$8.3K2026-11-02
Signal Advisors Wealth, LLC
DECREASED43,54554,319-10,774-20%$271.1K$224.7K-$46.4K2026-10-13
Prospera Financial Services Inc
DECREASED41,72558,147-16,422-28%$290.2K$207.8K-$82.4K2026-11-04
Strong Retirement Solutions LLC
DECREASED41,25452,054-10,800-21%$259.7K$212.9K-$46.9K2026-10-07
Retirement Planning Group, LLC
DECREASED40,84247,303-6,461-14%$236.0K$210.7K-$25.3K2026-10-19
Wedbush Securities Inc
DECREASED40,33941,939-1,600-4%$209.0K$208.0K-$1.0K2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED40,00040,122-1220%$200.2K$206.4K+$6.2K2026-10-14
Golden State Wealth Management, LLC
INCREASED38,66425,178+13,486+54%$125.6K$199.5K+$73.9K2026-11-02
Foundry Financial Group, Inc.
UNCHANGED38,06238,06200%$189.9K$196.4K+$6.5K2026-10-28
IFP Advisors, Inc
DECREASED33,93941,670-7,731-19%$207.9K$175.1K-$32.8K2026-10-16
First Heartland Consultants, Inc.
INCREASED33,11132,781+330+1%$163.6K$170.9K+$7.3K2026-10-08
Capital CS Group, LLC
INCREASED30,64429,614+1,030+3%$147.8K$158.1K+$10.4K2026-10-29
Jacobi Capital Management LLC
DECREASED30,58131,149-568-2%$155.4K$157.8K+$2.4K2026-11-05
Clark Asset Management, LLC
UNCHANGED29,97429,97400%$149.6K$154.7K+$5.1K2026-10-19
Allworth Financial LP
UNCHANGED29,39829,39800%$146.7K$146.7K$02026-11-06
Legacy Capital Wealth Partners, LLC
INCREASED29,09628,700+396+1%$143.2K$150.1K+$6.9K2026-10-21
Balefire, LLC
DECREASED29,09339,686-10,593-27%$198.0K$150.1K-$47.9K2026-10-09
Rockland Trust Co
UNCHANGED28,20328,20300%$140.7K$145.5K+$4.8K2026-10-05
Concurrent Investment Advisors, LLC
INCREASED27,45423,872+3,582+15%$119.1K$141.7K+$22.5K2026-10-16
Ascentis Independent Advisors
NEW26,582—+26,582——$137.2K—2026-11-03
Keybank National Association
UNCHANGED26,36326,36300%$131.6K$136.0K+$4.5K2026-11-04
Stewardship Advisors, LLC
UNCHANGED25,97225,97200%$129.6K$134.0K+$4.4K2026-10-20
Cannon Advisors, Inc.
INCREASED25,78622,577+3,209+14%$107.5K$127.4K+$19.9K2026-10-14
Park Avenue Securities LLC
INCREASED25,64124,249+1,392+6%$121.0K$132.0K+$11.0K2026-10-26
MGO One Seven LLC
INCREASED25,64022,789+2,851+13%$113.7K$132.3K+$18.6K2026-10-28
Global Assets Advisory, LLC
INCREASED24,99111,359+13,632+120%$56.3K$127.1K+$70.7K2026-10-28
CPC Advisors, LLC
INCREASED23,99810,546+13,452+128%$52.6K$123.8K+$71.2K2026-10-21
Independent Wealth Network Inc.
INCREASED23,92223,873+49+0%$119.1K$123.4K+$4.3K2026-10-19
Farther Finance Advisors, LLC
DECREASED23,73625,536-1,800-7%$127.4K$122.5K-$4.9K2026-10-08
BOS Asset Management, LLC
DECREASED23,31333,537-10,224-30%$167.4K$120.3K-$47.1K2026-10-09
Advisory Advocates, LLC
UNCHANGED22,50022,50000%$112.3K$116.1K+$3.8K2026-11-05
Carnegie Lake Advisors LLC
UNCHANGED21,66321,66300%$108.1K$111.8K+$3.7K2026-11-06
Ejmk Ventures LLC
DECREASED21,47027,153-5,683-21%$135.5K$110.8K-$24.7K2026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED20,96420,96400%$104.6K$108.2K+$3.6K2026-10-13
Centerpoint Advisory Group
DECREASED20,68222,682-2,000-9%$113.2K$106.7K-$6.5K2026-10-23
Heritage Family Offices, LLP
DECREASED20,26121,626-1,365-6%$107.9K$104.5K-$3.4K2026-11-02
Integrity Alliance, Llc.
UNCHANGED19,87519,87500%$99.2K$102.6K+$3.4K2026-10-29
ASL Financial, LLC
UNCHANGED19,36519,36500%$96.6K$99.9K+$3.3K2026-10-15
Capital Asset Advisory Services LLC
UNCHANGED19,20419,20400%$95.8K$98.5K+$2.7K2026-10-30
Patton Albertson Miller Group, LLC
UNCHANGED19,14919,14900%$95.6K$98.8K+$3.3K2026-10-26
Tcfg Investment Advisors, LLC
INCREASED19,12018,224+896+5%$90.9K$98.7K+$7.7K2026-10-20
Intrua Financial, LLC
DECREASED19,03821,414-2,376-11%$106.9K$98.2K-$8.6K2026-10-28
OxenFree Capital LLC
UNCHANGED18,71018,71000%$91.7K$94.3K+$2.6K2026-10-07
Atlas Private Wealth Advisors
DECREASED18,64319,169-526-3%$95.7K$96.2K+$5482026-10-23
Vestia Personal Wealth Advisors
INCREASED18,44317,823+620+3%$88.9K$95.2K+$6.2K2026-10-20
Simplicity Wealth,LLC
INCREASED18,13711,021+7,116+65%$55.0K$93.6K+$38.6K2026-10-23
LexAurum Advisors, LLC
DECREASED18,13219,905-1,773-9%$99.3K$93.6K-$5.8K2026-10-19
M Holdings Securities, Inc.
NEW18,017—+18,017——$90—2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED18,00013,900+4,100+30%$69.4K$92.9K+$23.5K2026-10-29
Acorn Financial Advisory Services Inc
UNCHANGED17,22017,22000%$85.9K$88.9K+$2.9K2026-11-02
MFA Wealth Services
DECREASED17,21120,268-3,057-15%$101.1K$88.8K-$12.3K2026-10-14
Fiduciary Alliance LLC
INCREASED16,73116,169+562+3%$80.7K$86.3K+$5.7K2026-10-13
WealthPlan Investment Management, LLC
DECREASED16,01228,411-12,399-44%$141.8K$82.6K-$59.1K2026-10-15
WealthPLAN Partners, LLC
UNCHANGED15,99015,99000%$79.8K$82.5K+$2.7K2026-10-15
Dean, Jacobson Financial Services, LLC
UNCHANGED15,91615,91600%$79.4K$82.1K+$2.7K2026-10-29
Brookstone Capital Management
DECREASED15,83716,210-373-2%$80.9K$81.7K+$8312026-10-22
Venture Visionary Partners LLC
UNCHANGED15,77115,77100%$78.7K$81.4K+$2.7K2026-10-07
Avidian Wealth Enterprises, LLC
UNCHANGED15,07515,07500%$75.2K$77.8K+$2.6K2026-10-08
Townsend & Associates, Inc
UNCHANGED14,99914,99900%$74.1K$75.6K+$1.5K2026-10-23
Apella Capital, LLC
UNCHANGED14,99114,99100%$73.5K$73.6K+$1502026-10-08
SAX Wealth Advisors, LLC
DECREASED14,87220,076-5,204-26%$102.4K$76.7K-$25.6K2026-10-13
Freestate Advisors LLC
INCREASED14,64114,143+498+4%$70.6K$75.5K+$5.0K2026-10-09
Channel Wealth LLC
UNCHANGED14,62314,62300%$73.0K$75.5K+$2.5K2026-11-06
Summit Investment Advisors, Inc.\KS
UNCHANGED14,48114,48100%$72.3K$74.7K+$2.5K2026-11-05
StoneX Group Inc.
NEW14,420—+14,420——$73.3K—2026-11-03
Miramontes Capital, LLC
UNCHANGED13,67113,67100%$68.2K$70.5K+$2.3K2026-10-19
Cooper Financial Group
DECREASED13,57313,853-280-2%$69.1K$70.0K+$9092026-10-07
Koshinski Asset Management, Inc.
UNCHANGED13,43013,43000%$67.0K$69.3K+$2.3K2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED13,35412,916+438+3%$64.5K$68.9K+$4.5K2026-10-29
Symmetry Partners, LLC
DECREASED13,35116,003-2,652-17%$79.9K$68.9K-$11.0K2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED13,13712,904+233+2%$64.4K$67.8K+$3.4K2026-10-20
Advisor OS, LLC
UNCHANGED13,00013,00000%$64.9K$67.1K+$2.2K2026-11-03
Financial Partners Group, Inc
INCREASED12,83312,465+368+3%$62.2K$66.2K+$4.0K2026-10-19
Advisory Solutions Group, LLC
NEW12,593—+12,593——$65.0K—2026-10-14
Avantax Planning Partners, Inc.
NEW11,903—+11,903——$61.4K—2026-11-03
BIP Wealth, LLC
UNCHANGED11,80211,80200%$58.9K$60.9K+$2.0K2026-10-22
Modera Wealth Management, LLC
UNCHANGED11,69611,69600%$58.4K$60.4K+$2.0K2026-10-28
Gen-Wealth Partners Inc
UNCHANGED11,50811,50800%$57.4K$59.4K+$2.0K2026-11-04
Fisher Asset Management, LLC
NEW10,297—+10,297——$53.1K—2026-11-06
Madrid Wealth Management, LLC
UNCHANGED10,27210,27200%$51.3K$53.0K+$1.7K2026-10-23
Madrona Financial Services, LLC
NEW10,203—+10,203——$52.6K—2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED8,8598,85900%$44.2K$45.7K+$1.5K2026-10-05
US Bancorp \de\
INCREASED7,8766,129+1,747+29%$30.6K$40.6K+$10.1K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED7,7737,77300%$38.8K$40.1K+$1.3K2026-11-04
CX Institutional
UNCHANGED7,5097,50900%$37$39+$22026-10-02
Advocate Investing Services LLC
UNCHANGED6,8136,81300%$34.0K$35.2K+$1.2K2026-10-26
Parallel Advisors, LLC
INCREASED6,7823,093+3,689+119%$15.4K$35.0K+$19.6K2026-11-03
Highline Wealth Partners LLC
UNCHANGED5,4905,49000%$27.4K$28.3K+$9332026-10-19
Mather Group, Llc.
UNCHANGED5,4895,48900%$27.4K$28.3K+$9332026-10-14
WPG Advisers, LLC
INCREASED4,6474,278+369+9%$21.3K$24.0K+$2.6K2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED4,0983,801+297+8%$19.0K$21.1K+$2.2K2026-10-27
Clearstead Advisors, LLC
UNCHANGED3,9873,98700%$19.9K$20.6K+$6772026-11-06
Nova Financial LLC
NEW3,876—+3,876——$20.0K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW3,680—+3,680——$19.0K—2026-10-27
Signaturefd, LLC
NEW2,661—+2,661——$13.7K—2026-10-23
Root Financial Partners, LLC
NEW1,530—+1,530——$7.9K—2026-10-21
Assetmark, Inc
UNCHANGED1,0711,07100%$5.3K$5.5K+$1822026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,0631,06300%$5.3K$5.5K+$1812026-10-15
Reap Financial Group, LLC
UNCHANGED1,0631,06300%$5.3K$5.5K+$1812026-11-02
Fifth Third Bancorp
INCREASED312255+57+22%$1.3K$1.6K+$3372026-11-05
Russell Investments Group, Ltd.
DECREASED278844-566-67%$4.2K$1.4K-$2.8K2026-11-06
Carolina Wealth Advisors, LLC
NEW3—+3——$15—2026-10-23
Miller Global Investments, LLC
CLOSED0177,456-177,456-100%$885.5K$0-$885.5K2026-10-02
Inscription Capital, LLC
CLOSED0116,175-116,175-100%$579.7K$0-$579.7K2026-11-02
Tactive Advisors, LLC
CLOSED043,355-43,355-100%$216.3K$0-$216.3K2026-10-08
Pacific Excel Wealth Advisors, Inc.
CLOSED021,626-21,626-100%$107.9K$0-$107.9K2026-10-27
Truist Financial Corp
CLOSED020,082-20,082-100%$100.2K$0-$100.2K2026-10-30
Jefferies Financial Group Inc.
CLOSED019,629-19,629-100%$97.9K$0-$97.9K2026-11-05
Axxcess Wealth Management, LLC
CLOSED019,204-19,204-100%$95.8K$0-$95.8K2026-10-21
Diversify Advisory Services, LLC
CLOSED015,556-15,556-100%$76.4K$0-$76.4K2026-10-20
Diversify Wealth Management, LLC
CLOSED015,556-15,556-100%$76.4K$0-$76.4K2026-10-20
BLB&B Advisors, LLC
CLOSED011,328-11,328-100%$56.5K$0-$56.5K2026-10-27
Amicus Financial Advisors, LLC
CLOSED010,818-10,818-100%$54.0K$0-$54.0K2026-11-03
Visionary Wealth Advisors
CLOSED010,063-10,063-100%$50.2K$0-$50.2K2026-11-04
AdvisorNet Financial, Inc
CLOSED09,683-9,683-100%$48.3K$0-$48.3K2026-10-15
Spire Wealth Management
CLOSED05,670-5,670-100%$28.3K$0-$28.3K2026-10-30
Salem Investment Counselors Inc
CLOSED05,000-5,000-100%$25.0K$0-$25.0K2026-10-13
International Assets Investment Management, LLC
CLOSED01,750-1,750-100%$8.8K$0-$8.8K2026-11-02
Kozak & Associates, Inc.
CLOSED01-1-100%$4$0-$42026-10-29
Raleigh Capital Management Inc.
UNCHANGED000—$2$3+$12026-10-28
Rivernorth Capital Management, LLC
N/A—5,444,012-5,444,012-100%$27.2M———
SIT Investment Associates Inc
N/A—4,309,448-4,309,448-100%$21.5M———
Thomas J. Herzfeld Advisors, Inc.
N/A—3,921,573-3,921,573-100%$19.6M———
Morgan Stanley
N/A—2,930,706-2,930,706-100%$14.6M———
Envestnet Asset Management Inc
N/A—2,487,020-2,487,020-100%$12.4M———
Cetera Investment Advisers
N/A—2,141,154-2,141,154-100%$10.7M———
Pathstone Holdings, LLC
N/A—2,134,937-2,134,937-100%$10.7M———
Rockefeller Capital Management L.P.
N/A—1,938,862-1,938,862-100%$9.7M———
Blackstone Inc.
N/A—1,662,945-1,662,945-100%$8.3M———
Summit Financial, LLC
N/A—1,162,973-1,162,973-100%$5.8M———
Osaic Holdings, Inc.
N/A—1,138,698-1,138,698-100%$5.7M———
Raymond James Financial Inc
N/A—982,238-982,238-100%$4.9M———
Arax Advisory Partners
N/A—980,930-980,930-100%$4.9M———
Kovack Advisors, Inc.
N/A—829,494-829,494-100%$4.1M———
Advisors Asset Management, Inc.
N/A—799,563-799,563-100%$4.0M———
Harbour Investments, Inc.
N/A—477,739-477,739-100%$2.4M———
&partners
N/A—416,357-416,357-100%$2.0M———
Invesco Ltd.
N/A—405,960-405,960-100%$2.0M———
Fund Advisors of America Inc
N/A—287,557-287,557-100%$1.4M———
UBS Group AG
N/A—231,252-231,252-100%$1.2M———
Quarry LP
N/A—218,922-218,922-100%$1.1M———
Focus Partners Wealth
N/A—200,225-200,225-100%$999.1K———
Jane Street Group, LLC
N/A—180,723-180,723-100%$901.8K———
Stratos Wealth Partners, Ltd.
N/A—176,277-176,277-100%$879.6K———
Modern Wealth Management, LLC
N/A—169,833-169,833-100%$847.5K———
Royal Bank of Canada
N/A—163,415-163,415-100%$816.0K———
Ausdal Financial Partners, Inc.
N/A—163,093-163,093-100%$813.8K———
Trivium Point Advisory, LLC
N/A—158,917-158,917-100%$793.0K———
Citadel Advisors LLC
N/A—158,167-158,167-100%$789.3K———
Mission Hills Financial Advisory, LLC
N/A—155,743-155,743-100%$777.2K———
Inspire Advisors, LLC
N/A—149,624-149,624-100%$746.8K———
IHT Wealth Management, LLC
N/A—140,543-140,543-100%$701.3K———
West Michigan Advisors, LLC
N/A—129,190-129,190-100%$644.7K———
Cerity Partners LLC
N/A—127,798-127,798-100%$637.7K———
Arkadios Wealth Advisors
N/A—125,385-125,385-100%$625.7K———
XTX Topco Ltd
N/A—122,985-122,985-100%$613.7K———
Robinson Capital Management, LLC
N/A—120,750-120,750-100%$602.5K———
HighTower Advisors, LLC
N/A—115,083-115,083-100%$574.3K———
Mariner, LLC
N/A—98,641-98,641-100%$492.2K———
Steward Partners Investment Advisory, LLC
N/A—98,525-98,525-100%$491.6K———
Geneos Wealth Management Inc.
N/A—98,343-98,343-100%$490.7K———
Virtus Investment Advisers, LLC
N/A—96,005-96,005-100%$479.1K———
North Ground Capital
N/A—89,600-89,600-100%$447.1K———
Private Advisor Group, LLC
N/A—89,505-89,505-100%$446.6K———
Alpine Global Management, LLC
N/A—76,887-76,887-100%$383.7K———
Integrated Wealth Concepts LLC
N/A—76,274-76,274-100%$380.6K———
Harvest Investment Services, LLC
N/A—72,712-72,712-100%$362.8K———
Maridea Wealth Management LLC
N/A—72,321-72,321-100%$360.9K———
Impact Partnership Wealth, LLC
N/A—62,933-62,933-100%$314.0K———
PFG Investments, LLC
N/A—62,601-62,601-100%$312.4K———
Innovative Asset Advisors Group, LLC
N/A—58,764-58,764-100%$293.2K———
Susquehanna International Group, LLP
N/A—58,462-58,462-100%$291.7K———
Cofg Advisors, LLC
N/A—57,475-57,475-100%$286.8K———
IFG Advisory, LLC
N/A—56,554-56,554-100%$282.2K———
Captrust Financial Advisors
N/A—56,031-56,031-100%$279.6K———
Marex Group Ltd
N/A—50,108-50,108-100%$250.0K———
Northwestern Mutual Wealth Management Co
N/A—49,673-49,673-100%$247.9K———
WCG Wealth Advisors LLC
N/A—49,199-49,199-100%$245.5K———
OneDigital Investment Advisors LLC
N/A—47,689-47,689-100%$238.0K———
Strategic Financial Partners, Ltd.
N/A—46,446-46,446-100%$231.8K———
Foundations Investment Advisors, LLC
N/A—40,738-40,738-100%$203.3K———
Beacon Pointe Advisors, LLC
N/A—37,951-37,951-100%$189.4K———
Financial Gravity Companies, Inc.
N/A—37,498-37,498-100%$187.1K———
Stifel Financial Corp
N/A—37,361-37,361-100%$186.4K———
Rothschild Wealth LLC
N/A—33,080-33,080-100%$165.1K———
Wealthedge Investment Advisors, LLC
N/A—30,609-30,609-100%$152.7K———
Dunhill Financial, LLC
N/A—30,288-30,288-100%$151.1K———
Mercer Global Advisors Inc
N/A—29,089-29,089-100%$145.2K———
Liberty Square Wealth Partners LLC
N/A—28,356-28,356-100%$141.5K———
Boothbay Fund Management, LLC
N/A—27,214-27,214-100%$135.8K———
Wealthspire Retirement, LLC
N/A—26,937-26,937-100%$134.4K———
NewEdge Advisors, LLC
N/A—26,570-26,570-100%$132.6K———
World Investment Advisors
N/A—25,967-25,967-100%$132.4K———
Sanctuary Advisors, LLC
N/A—25,549-25,549-100%$127.5K———
Presidio Capital Management, LLC
N/A—24,655-24,655-100%$123.0K———
Vance Wealth, LLC
N/A—21,195-21,195-100%$105.8K———
Tidal Investments LLC
N/A—20,228-20,228-100%$100.9K———
Cadence Wealth Management LLC
N/A—19,395-19,395-100%$96.8K———
AE Wealth Management LLC
N/A—18,781-18,781-100%$93.7K———
Western Wealth Management, LLC
N/A—18,652-18,652-100%$93.1K———
Great Valley Advisor Group, Inc.
N/A—18,233-18,233-100%$91.0K———
Nomura Holdings Inc
N/A—18,112-18,112-100%$90.4K———
Evolve Private Wealth, LLC
N/A—18,083-18,083-100%$90.2K———
Global Retirement Partners, LLC
N/A—18,062-18,062-100%$90.1K———
Ameriflex Group, Inc.
N/A—17,339-17,339-100%$86.5K———
Liberty Wealth Management LLC
N/A—16,971-16,971-100%$86.0K———
Haverford Trust Co
N/A—16,887-16,887-100%$84.3K———
Fiduciary Financial Advisors
N/A—16,600-16,600-100%$82.8K———
Valley Financial Group, Inc.
N/A—16,284-16,284-100%$81.3K———
Rehmann Capital Advisory Group
N/A—15,762-15,762-100%$78.7K———
Lakeridge Wealth Management LLC
N/A—15,644-15,644-100%$78.1K———
Benjamin Edwards Inc
N/A—13,335-13,335-100%$66.5K———
Jump Financial, LLC
N/A—12,800-12,800-100%$63.9K———
Tyche Wealth Partners LLC
N/A—12,096-12,096-100%$60.4K———
Wealthspire Advisors, LLC
N/A—11,891-11,891-100%$59.3K———
Glen Eagle Advisors, LLC
N/A—11,829-11,829-100%$59.0K———
Moneta Group Investment Advisors LLC
N/A—10,822-10,822-100%$54.0K———
Second Line Capital, LLC
N/A—10,415-10,415-100%$52.0K———
Aptus Capital Advisors, LLC
N/A—10,415-10,415-100%$52.0K———
Marshall Financial Group, LLC
N/A—10,217-10,217-100%$51.0K———
Kintra Wealth, LLC
N/A—10,202-10,202-100%$51.9K———
Coppell Advisory Solutions LLC
N/A—10,094-10,094-100%$107.4K———
Continuum Advisory, LLC
N/A—6,667-6,667-100%$33.3K———
Napier Financial, LLC
N/A—5,745-5,745-100%$28.7K———
Millstone Evans Group, LLC
N/A—5,472-5,472-100%$27.3K———
Burnham & Co LLC
N/A—5,000-5,000-100%$25.0K———
Hurricane Capital Advisors LLC
N/A—5,000-5,000-100%$25.0K———
BFC Planning, Inc.
N/A—3,252-3,252-100%$16.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,252-3,252-100%$16.2K———
PlanVest Financial, Inc
N/A—1,888-1,888-100%$9.4K———
Darwin Wealth Management, LLC
N/A—1,657-1,657-100%$8.3K———
Wells Fargo & Company
N/A—2-2-100%$8———
Showing 280 of 280 institutions