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FT LAD Autocall BAR Inc ETF (ACYN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares4,668,871 from 2,877,390
Change+1,791,481 (+62%)
Value$97.4M (+$37.6M)
Filed 2026-11-02
HBW Advisory Services LLC
INCREASED
Shares3,762,120 from 1,182,086
Change+2,580,034 (+218%)
Value$78.5M (+$53.9M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,680,484 from 2,189,406
Change+1,491,078 (+68%)
Value$76.8M (+$31.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares3,209,714 from 1,901,359
Change+1,308,355 (+69%)
Value$67.0M (+$27.4M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,898,399 from 181,793
Change+1,716,606 (+944%)
Value$39.6M (+$35.8M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,880,745 from 1,522,575
Change+358,170 (+24%)
Value$39.0M (+$7.6M)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares1,398,488 from 646,615
Change+751,873 (+116%)
Value$29.2M (+$15.7M)
Filed 2026-11-04
Buska Wealth Management, LLC
INCREASED
Shares1,262,808 from 358,548
Change+904,260 (+252%)
Value$26.3M (+$18.9M)
Filed 2026-10-08
Triad Wealth Partners, LLC
INCREASED
Shares1,250,189 from 1,212,362
Change+37,827 (+3%)
Value$26.1M (+$1.1M)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares998,924 from 542,065
Change+456,859 (+84%)
Value$20.8M (+$9.6M)
Filed 2026-11-04
Iams Wealth Management, LLC
INCREASED
Shares869,068 from 348,601
Change+520,467 (+149%)
Value$18.1M (+$10.9M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares849,783 from 610,231
Change+239,552 (+39%)
Value$17.7M (+$5.0M)
Filed 2026-10-20
Clear Creek Financial Management, LLC
INCREASED
Shares786,136 from 594,358
Change+191,778 (+32%)
Value$16.4M (+$4.0M)
Filed 2026-10-28
Madrona Financial Services, LLC
NEW
Shares613,365
Change+613,365
Value$12.8M
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares571,521 from 419,116
Change+152,405 (+36%)
Value$11.9M (+$3.2M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares484,243 from 144,394
Change+339,849 (+235%)
Value$10.1M (+$7.1M)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares436,088 from 252,015
Change+184,073 (+73%)
Value$9.1M (+$3.9M)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares419,571 from 320,777
Change+98,794 (+31%)
Value$8.8M (+$2.1M)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares404,712 from 183,659
Change+221,053 (+120%)
Value$8.4M (+$4.6M)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares402,404 from 329,501
Change+72,903 (+22%)
Value$8.4M (+$1.5M)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares375,901 from 288,494
Change+87,407 (+30%)
Value$7.8M (+$1.8M)
Filed 2026-10-22
Schulz Wealth, Ltd.
INCREASED
Shares373,389 from 343,070
Change+30,319 (+9%)
Value$7.8M (+$656.5K)
Filed 2026-11-03
BOS Asset Management, LLC
INCREASED
Shares356,768 from 315,365
Change+41,403 (+13%)
Value$7.4M (+$885.7K)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares349,334 from 252,324
Change+97,010 (+38%)
Value$7.3M (+$2.0M)
Filed 2026-10-16
Advisory Resource Group
NEW
Shares331,303
Change+331,303
Value$6.9M
Filed 2026-10-26
Goldenstone Wealth Management LLC
INCREASED
Shares311,826 from 205,707
Change+106,119 (+52%)
Value$6.5M (+$2.2M)
Filed 2026-11-04
Atria Investments, Inc
NEW
Shares294,013
Change+294,013
Value$6.1M
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares289,298 from 76,166
Change+213,132 (+280%)
Value$6.0M (+$4.5M)
Filed 2026-10-08
VestGen Advisors, LLC
INCREASED
Shares265,229 from 162,155
Change+103,074 (+64%)
Value$5.5M (+$2.2M)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares248,903 from 195,870
Change+53,033 (+27%)
Value$5.1M (+$1.1M)
Filed 2026-10-27
Stewardship Concepts Financial Services LLC
INCREASED
Shares246,339 from 119,821
Change+126,518 (+106%)
Value$5.1M (+$2.6M)
Filed 2026-10-06
Green Ridge Wealth Planning LLC
INCREASED
Shares244,087 from 144,978
Change+99,109 (+68%)
Value$5.1M (+$2.1M)
Filed 2026-10-08
Cornerstone Wealth, LLC
INCREASED
Shares241,429 from 132,066
Change+109,363 (+83%)
Value$5.0M (+$2.3M)
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares240,562 from 140,386
Change+100,176 (+71%)
Value$5.0M (+$2.1M)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares239,103 from 149,727
Change+89,376 (+60%)
Value$5.0M (+$1.9M)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares233,156 from 73,142
Change+160,014 (+219%)
Value$4.9M (+$3.3M)
Filed 2026-10-29
Boyer Financial Services, Inc.
INCREASED
Shares231,469 from 110,015
Change+121,454 (+110%)
Value$4.8M (+$2.6M)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares218,070 from 125,713
Change+92,357 (+73%)
Value$4.5M (+$1.9M)
Filed 2026-10-22
Dominguez Wealth Management Solutions, Inc.
NEW
Shares211,228
Change+211,228
Value$4.4M
Filed 2026-10-07
Andina Capital Management, LLC
NEW
Shares207,437
Change+207,437
Value$4.3M
Filed 2026-10-21
Ignite Planners, LLC
NEW
Shares203,527
Change+203,527
Value$4.2M
Filed 2026-10-14
Clarus Group, Inc.
INCREASED
Shares195,088 from 15,798
Change+179,290 (+1135%)
Value$4.1M (+$3.7M)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED
Shares194,997 from 133,054
Change+61,943 (+47%)
Value$4.1M (+$1.3M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares181,297 from 193,779
Change-12,482 (-6%)
Value$3.8M (-$246.8K)
Filed 2026-10-16
Bullseye Investment Management, LLC
INCREASED
Shares172,596 from 30,578
Change+142,018 (+464%)
Value$3.6M (+$3.0M)
Filed 2026-10-29
Purewater Capital LLC
NEW
Shares168,364
Change+168,364
Value$3.5M
Filed 2026-10-23
Commonwealth Financial Services, LLC
NEW
Shares166,866
Change+166,866
Value$3.5M
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares166,216
Change+166,216
Value$3.5M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares166,216
Change+166,216
Value$3.5M
Filed 2026-10-20
Prosperity Financial Group, Inc.
INCREASED
Shares157,979 from 84,731
Change+73,248 (+86%)
Value$3.3M (+$1.5M)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares157,970 from 87,822
Change+70,148 (+80%)
Value$3.3M (+$1.5M)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares151,779 from 45,385
Change+106,394 (+234%)
Value$3.2M (+$2.2M)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED
Shares149,897 from 39,852
Change+110,045 (+276%)
Value$3.1M (+$2.3M)
Filed 2026-10-14
International Assets Investment Management, LLC
NEW
Shares144,060
Change+144,060
Value$3.0M
Filed 2026-11-02
TL Private Wealth
NEW
Shares136,144
Change+136,144
Value$2.8M
Filed 2026-10-13
Acorn Wealth Advisors, LLC
DECREASED
Shares135,365 from 140,005
Change-4,640 (-3%)
Value$2.8M (-$87.0K)
Filed 2026-10-19
AdvisorNet Financial, Inc
NEW
Shares131,547
Change+131,547
Value$2.7M
Filed 2026-10-15
Optivise Advisory Services LLC
INCREASED
Shares125,241 from 41,086
Change+84,155 (+205%)
Value$2.6M (+$1.8M)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
INCREASED
Shares124,624 from 41,425
Change+83,199 (+201%)
Value$2.6M (+$1.7M)
Filed 2026-10-20
Avantra Family Wealth, Inc.
NEW
Shares121,923
Change+121,923
Value$2.5M
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares119,121 from 77,755
Change+41,366 (+53%)
Value$2.5M (+$868.3K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
NEW
Shares118,808
Change+118,808
Value$2.5M
Filed 2026-11-03
Alpha Wealth Funds, LLC
INCREASED
Shares114,798 from 28,762
Change+86,036 (+299%)
Value$2.4M (+$1.8M)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares111,729 from 15,656
Change+96,073 (+614%)
Value$2.3M (+$2.0M)
Filed 2026-10-27
Noble Wealth Management PBC
NEW
Shares110,834
Change+110,834
Value$2.3M
Filed 2026-10-01
Kestra Private Wealth Services, LLC
INCREASED
Shares110,023 from 41,812
Change+68,211 (+163%)
Value$2.3M (+$1.4M)
Filed 2026-10-30
Diligent Investors, LLC
INCREASED
Shares103,047 from 48,008
Change+55,039 (+115%)
Value$2.1M (+$1.2M)
Filed 2026-10-21
Castleview Partners, LLC
INCREASED
Shares100,731 from 56,500
Change+44,231 (+78%)
Value$2.1M (+$926.6K)
Filed 2026-10-09
Compass Financial Management LLC
NEW
Shares93,789
Change+93,789
Value$2.0M
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares91,721 from 29,031
Change+62,690 (+216%)
Value$1.9M (+$1.3M)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
INCREASED
Shares91,701 from 59,168
Change+32,533 (+55%)
Value$1.9M (+$682.8K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
INCREASED
Shares87,799 from 65,333
Change+22,466 (+34%)
Value$1.8M (+$473.2K)
Filed 2026-10-16
GoalVest Advisory LLC
INCREASED
Shares82,802 from 21,274
Change+61,528 (+289%)
Value$1.7M (+$1.3M)
Filed 2026-10-02
Wedbush Securities Inc
INCREASED
Shares82,380 from 33,414
Change+48,966 (+147%)
Value$1.7M (+$1.0M)
Filed 2026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares80,678 from 11,783
Change+68,895 (+585%)
Value$1.7M (+$1.4M)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares80,310 from 41,213
Change+39,097 (+95%)
Value$1.7M (+$803.7K)
Filed 2026-11-04
Core Wealth Partners LLC
INCREASED
Shares73,636 from 36,034
Change+37,602 (+104%)
Value$1.5M (+$786.9K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares72,237 from 39,239
Change+32,998 (+84%)
Value$1.5M (+$691.1K)
Filed 2026-11-05
Lanark Financial, Inc.
NEW
Shares71,794
Change+71,794
Value$1.5M
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares71,656 from 58,821
Change+12,835 (+22%)
Value$1.5M (+$271.9K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares69,858 from 9,663
Change+60,195 (+623%)
Value$1.5M (+$1.3M)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED
Shares69,323 from 65,684
Change+3,639 (+6%)
Value$1.4M (+$80.5K)
Filed 2026-10-23
Vima LLC
INCREASED
Shares67,863 from 16,279
Change+51,584 (+317%)
Value$1.4M (+$1.1M)
Filed 2026-10-23
Balboa Wealth Partners
NEW
Shares65,993
Change+65,993
Value$1.4M
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares65,504 from 22,547
Change+42,957 (+191%)
Value$1.4M (+$897.7K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares63,649 from 54,853
Change+8,796 (+16%)
Value$1.3M (+$187.3K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares62,967 from 24,165
Change+38,802 (+161%)
Value$1.3M (+$811.1K)
Filed 2026-10-23
POM Investment Strategies, LLC
INCREASED
Shares59,037 from 960
Change+58,077 (+6050%)
Value$1.2M (+$1.2M)
Filed 2026-10-20
WPG Advisers, LLC
INCREASED
Shares57,184 from 18,209
Change+38,975 (+214%)
Value$1.2M (+$814.3K)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares56,514 from 13,918
Change+42,596 (+306%)
Value$1.2M (+$889.5K)
Filed 2026-11-04
Maia Wealth LLC
INCREASED
Shares56,184 from 47,118
Change+9,066 (+19%)
Value$1.2M (+$192.4K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
INCREASED
Shares55,896 from 20,769
Change+35,127 (+169%)
Value$1.2M (+$734.0K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
NEW
Shares54,272
Change+54,272
Value$1.1M
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares53,585 from 39,176
Change+14,409 (+37%)
Value$1.1M (+$303.3K)
Filed 2026-11-03
Capital CS Group, LLC
DECREASED
Shares50,574 from 79,669
Change-29,095 (-37%)
Value$1.1M (-$601.3K)
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares49,251 from 20,710
Change+28,541 (+138%)
Value$1.0M (+$596.8K)
Filed 2026-10-29
Crosspoint Financial, LLC
NEW
Shares48,909
Change+48,909
Value$1.0M
Filed 2026-11-03
Financial Partners Group, Inc
NEW
Shares48,232
Change+48,232
Value$1.0M
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares48,141 from 26,507
Change+21,634 (+82%)
Value$1.0M (+$453.1K)
Filed 2026-10-16
MBE Wealth Management, LLC
INCREASED
Shares48,070 from 46,424
Change+1,646 (+4%)
Value$1.0M (+$37.6K)
Filed 2026-10-26
Mcdonald Partners LLC
INCREASED
Shares48,000 from 38,000
Change+10,000 (+26%)
Value$1.0M (+$211.3K)
Filed 2026-11-03
Chris Bulman Inc
INCREASED
Shares39,819 from 14,049
Change+25,770 (+183%)
Value$830.6K (+$538.5K)
Filed 2026-10-20
Winnacle Wealth LLC
NEW
Shares39,574
Change+39,574
Value$825.5K
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares39,098 from 23,373
Change+15,725 (+67%)
Value$812.8K (+$330.4K)
Filed 2026-10-20
MN Wealth Advisors, LLC
INCREASED
Shares37,931 from 17,608
Change+20,323 (+115%)
Value$791.2K (+$425.2K)
Filed 2026-10-23
Mission Financial Group, LLC
NEW
Shares37,873
Change+37,873
Value$790.0K
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares37,734 from 10,747
Change+26,987 (+251%)
Value$787.1K (+$563.7K)
Filed 2026-10-19
Private Client Services, LLC
NEW
Shares37,657
Change+37,657
Value$785.5K
Filed 2026-10-02
Spectrum Advisors, Inc.
INCREASED
Shares37,036 from 35,782
Change+1,254 (+4%)
Value$772.6K (+$28.7K)
Filed 2026-11-03
Echo Wealth Management, LLC
NEW
Shares35,661
Change+35,661
Value$743.9K
Filed 2026-10-15
Tcfg Investment Advisors, LLC
INCREASED
Shares33,941 from 14,528
Change+19,413 (+134%)
Value$708.0K (+$406.0K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares33,915 from 33,227
Change+688 (+2%)
Value$707.5K (+$16.7K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares33,880 from 22,570
Change+11,310 (+50%)
Value$706.7K (+$237.5K)
Filed 2026-10-14
Range Financial Group LLC
NEW
Shares31,772
Change+31,772
Value$662.8K
Filed 2026-10-21
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares30,031 from 10,344
Change+19,687 (+190%)
Value$626.5K (+$411.4K)
Filed 2026-10-14
First Heartland Consultants, Inc.
NEW
Shares29,751
Change+29,751
Value$620.6K
Filed 2026-10-08
Santori & Peters, Inc.
INCREASED
Shares29,397 from 12,065
Change+17,332 (+144%)
Value$613.2K (+$362.4K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
INCREASED
Shares29,209 from 21,465
Change+7,744 (+36%)
Value$609.3K (+$163.0K)
Filed 2026-10-29
Milestone Asset Management, LLC
INCREASED
Shares24,920 from 10,405
Change+14,515 (+140%)
Value$519.8K (+$303.5K)
Filed 2026-10-15
Miller Global Investments, LLC
NEW
Shares23,565
Change+23,565
Value$491.6K
Filed 2026-10-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares22,354 from 22,630
Change-276 (-1%)
Value$466.3K (-$4.2K)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares22,027 from 48,959
Change-26,932 (-55%)
Value$459.5K (-$558.4K)
Filed 2026-10-14
Lighthouse Wealth Management Inc.
NEW
Shares21,175
Change+21,175
Value$441.7K
Filed 2026-10-13
Taylor Securities Services, Inc.
NEW
Shares20,991
Change+20,991
Value$437.9K
Filed 2026-10-20
Monument Capital Management
DECREASED
Shares20,805 from 26,182
Change-5,377 (-21%)
Value$434.0K (-$110.3K)
Filed 2026-10-09
Beacon Financial Advisory LLC
NEW
Shares19,376
Change+19,376
Value$404.2K
Filed 2026-10-16
Oppenheimer & Co Inc
NEW
Shares18,191
Change+18,191
Value$379.5K
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED
Shares17,531 from 16,323
Change+1,208 (+7%)
Value$365.7K (+$26.3K)
Filed 2026-11-04
Meridian Wealth Management, LLC
NEW
Shares16,679
Change+16,679
Value$347.9K
Filed 2026-11-05
M.E. Allison & Co., Inc.
NEW
Shares15,540
Change+15,540
Value$324.2K
Filed 2026-10-09
New Wave Wealth Advisors LLC
INCREASED
Shares15,267 from 9,763
Change+5,504 (+56%)
Value$317.4K (+$114.4K)
Filed 2026-10-19
Norden Group LLC
NEW
Shares15,017
Change+15,017
Value$313.3K
Filed 2026-10-20
Integras Partners LLC
INCREASED
Shares14,727 from 11,527
Change+3,200 (+28%)
Value$307.2K (+$67.6K)
Filed 2026-10-30
Beacon Capital Management, LLC
NEW
Shares14,589
Change+14,589
Value$304.3K
Filed 2026-10-23
Verus Capital Partners, LLC
NEW
Shares14,196
Change+14,196
Value$296.1K
Filed 2026-11-03
Apollon Financial, LLC
UNCHANGED
Shares13,991 from 13,991
Change0 (0%)
Value$291.9K (+$979)
Filed 2026-10-23
Plan Group Financial, LLC
NEW
Shares13,821
Change+13,821
Value$286.9K
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares13,700
Change+13,700
Value$285.8K
Filed 2026-11-03
TCP Asset Management, LLC
INCREASED
Shares13,188 from 12,413
Change+775 (+6%)
Value$273.7K (+$15.6K)
Filed 2026-10-14
Carmel Capital Partners, LLC
NEW
Shares13,145
Change+13,145
Value$274.2K
Filed 2026-11-03
Crumly & Associates Inc.
NEW
Shares12,520
Change+12,520
Value$261.2K
Filed 2026-10-07
Elevation Wealth Management LLC
NEW
Shares12,422
Change+12,422
Value$259.1K
Filed 2026-11-02
GSG Advisors LLC
NEW
Shares12,217
Change+12,217
Value$254.9K
Filed 2026-11-03
Five Pine Wealth Management
UNCHANGED
Shares12,105 from 12,105
Change0 (0%)
Value$252.5K (+$847)
Filed 2026-10-20
Zega Investments, LLC
NEW
Shares11,979
Change+11,979
Value$249.9K
Filed 2026-11-04
Beacon Capital Management, Inc.
NEW
Shares11,881
Change+11,881
Value$247.8K
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares11,578
Change+11,578
Value$241.5K
Filed 2026-10-29
Encompass More Asset Management
NEW
Shares11,058
Change+11,058
Value$230.7K
Filed 2026-10-16
Grantvest Financial Group LLC
NEW
Shares10,759
Change+10,759
Value$224.4K
Filed 2026-10-21
WealthCare Asset Management, LLC
DECREASED
Shares10,643 from 21,286
Change-10,643 (-50%)
Value$222.0K (-$220.5K)
Filed 2026-10-26
Secure Asset Management, LLC
NEW
Shares10,399
Change+10,399
Value$216.9K
Filed 2026-10-19
Manchester Financial Inc
NEW
Shares10,297
Change+10,297
Value$214.8K
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares10,137 from 2,000
Change+8,137 (+407%)
Value$211.5K (+$169.9K)
Filed 2026-11-05
RIA Advisory Group LLC
INCREASED
Shares10,127 from 10,052
Change+75 (+1%)
Value$211.2K (+$2.3K)
Filed 2026-10-15
Wolff Wiese Magana LLC
NEW
Shares3,654
Change+3,654
Value$76.2K
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares3,405 from 959
Change+2,446 (+255%)
Value$71.0K (+$51.1K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
NEW
Shares2,993
Change+2,993
Value$62.4K
Filed 2026-11-04
Networth Advisors, LLC
NEW
Shares2,621
Change+2,621
Value$54.7K
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares1,834 from 316
Change+1,518 (+480%)
Value$38.3K (+$31.7K)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares525
Change+525
Value$10.9K
Filed 2026-10-29
Rossby Financial, LCC
NEW
Shares487
Change+487
Value$10.2K
Filed 2026-11-05
Decker Retirement Planning Inc.
INCREASED
Shares433 from 417
Change+16 (+4%)
Value$9.0K (+$363)
Filed 2026-10-19
Downshift Financial, LLC
NEW
Shares11
Change+11
Value$234
Filed 2026-10-13
Nova Financial LLC
NEW
Shares1
Change+1
Value$21
Filed 2026-11-04
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 29,624
Change-29,624 (-100%)
Value$0 (-$615.9K)
Filed 2026-10-30
Blue Trust, Inc.
CLOSED
Shares0 from 18,297
Change-18,297 (-100%)
Value$0 (-$380.4K)
Filed 2026-10-15
Torren Management, LLC
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.3M (+$671.4K)
Filed 2026-10-29
Macro Advisors, Inc.
N/A
Shares— from 1,072,608
Change-1,072,608 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,068,362
Change-1,068,362 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 533,848
Change-533,848 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 491,218
Change-491,218 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 476,312
Change-476,312 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 473,948
Change-473,948 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 464,467
Change-464,467 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 452,892
Change-452,892 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 427,186
Change-427,186 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 344,429
Change-344,429 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 342,847
Change-342,847 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 257,670
Change-257,670 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 254,808
Change-254,808 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 248,452
Change-248,452 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 247,705
Change-247,705 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 241,823
Change-241,823 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 224,853
Change-224,853 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 181,793
Change-181,793 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 170,845
Change-170,845 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 154,294
Change-154,294 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 150,099
Change-150,099 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 146,882
Change-146,882 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 138,326
Change-138,326 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 137,360
Change-137,360 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 131,722
Change-131,722 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 128,630
Change-128,630 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 123,736
Change-123,736 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 112,504
Change-112,504 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 110,441
Change-110,441 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 110,289
Change-110,289 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 101,655
Change-101,655 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 95,226
Change-95,226 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 94,759
Change-94,759 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 90,140
Change-90,140 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 89,457
Change-89,457 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 88,910
Change-88,910 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 86,650
Change-86,650 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 78,110
Change-78,110 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 74,793
Change-74,793 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 74,187
Change-74,187 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 73,495
Change-73,495 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 68,199
Change-68,199 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 66,369
Change-66,369 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 62,486
Change-62,486 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 47,437
Change-47,437 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 46,118
Change-46,118 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 43,500
Change-43,500 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 43,082
Change-43,082 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 40,537
Change-40,537 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 38,452
Change-38,452 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 37,230
Change-37,230 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,089
Change-37,089 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 35,845
Change-35,845 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 35,461
Change-35,461 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 32,612
Change-32,612 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 32,355
Change-32,355 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 28,790
Change-28,790 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 27,881
Change-27,881 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 26,911
Change-26,911 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 25,300
Change-25,300 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,420
Change-23,420 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 18,006
Change-18,006 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 16,938
Change-16,938 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 16,305
Change-16,305 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 14,832
Change-14,832 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,131
Change-13,131 (-100%)
Value—
&partners
N/A
Shares— from 12,252
Change-12,252 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,518
Change-11,518 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,439
Change-11,439 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 10,891
Change-10,891 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 9,806
Change-9,806 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 700
Change-700 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 252
Change-252 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED4,668,8712,877,390+1,791,481+62%$59.8M$97.4M+$37.6M2026-11-02
HBW Advisory Services LLC
INCREASED3,762,1201,182,086+2,580,034+218%$24.6M$78.5M+$53.9M2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED3,680,4842,189,406+1,491,078+68%$45.5M$76.8M+$31.3M2026-11-02
Commonwealth Equity Services, LLC
INCREASED3,209,7141,901,359+1,308,355+69%$39.5M$67.0M+$27.4M2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED1,898,399181,793+1,716,606+944%$3.8M$39.6M+$35.8M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED1,880,7451,522,575+358,170+24%$31.4M$39.0M+$7.6M2026-10-13
Creative Financial Designs Inc
INCREASED1,398,488646,615+751,873+116%$13.4M$29.2M+$15.7M2026-11-04
Buska Wealth Management, LLC
INCREASED1,262,808358,548+904,260+252%$7.5M$26.3M+$18.9M2026-10-08
Triad Wealth Partners, LLC
INCREASED1,250,1891,212,362+37,827+3%$24.9M$26.1M+$1.1M2026-10-26
Uptick Partners, LLC
INCREASED998,924542,065+456,859+84%$11.3M$20.8M+$9.6M2026-11-04
Iams Wealth Management, LLC
INCREASED869,068348,601+520,467+149%$7.2M$18.1M+$10.9M2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED849,783610,231+239,552+39%$12.7M$17.7M+$5.0M2026-10-20
Clear Creek Financial Management, LLC
INCREASED786,136594,358+191,778+32%$12.4M$16.4M+$4.0M2026-10-28
Madrona Financial Services, LLC
NEW613,365—+613,365——$12.8M—2026-10-23
Independent Financial Group, LLC
INCREASED571,521419,116+152,405+36%$8.7M$11.9M+$3.2M2026-10-13
Farther Finance Advisors, LLC
INCREASED484,243144,394+339,849+235%$3.0M$10.1M+$7.1M2026-10-08
Brookstone Capital Management
INCREASED436,088252,015+184,073+73%$5.2M$9.1M+$3.9M2026-10-22
Accel Wealth Management
INCREASED419,571320,777+98,794+31%$6.7M$8.8M+$2.1M2026-10-13
Sovran Advisors, LLC
INCREASED404,712183,659+221,053+120%$3.8M$8.4M+$4.6M2026-11-02
MGO One Seven LLC
INCREASED402,404329,501+72,903+22%$6.9M$8.4M+$1.5M2026-10-28
BIP Wealth, LLC
INCREASED375,901288,494+87,407+30%$6.0M$7.8M+$1.8M2026-10-22
Schulz Wealth, Ltd.
INCREASED373,389343,070+30,319+9%$7.1M$7.8M+$656.5K2026-11-03
BOS Asset Management, LLC
INCREASED356,768315,365+41,403+13%$6.6M$7.4M+$885.7K2026-10-09
IFP Advisors, Inc
INCREASED349,334252,324+97,010+38%$5.2M$7.3M+$2.0M2026-10-16
Advisory Resource Group
NEW331,303—+331,303——$6.9M—2026-10-26
Goldenstone Wealth Management LLC
INCREASED311,826205,707+106,119+52%$4.3M$6.5M+$2.2M2026-11-04
Atria Investments, Inc
NEW294,013—+294,013——$6.1M—2026-10-15
CoreCap Advisors, LLC
INCREASED289,29876,166+213,132+280%$1.6M$6.0M+$4.5M2026-10-08
VestGen Advisors, LLC
INCREASED265,229162,155+103,074+64%$3.4M$5.5M+$2.2M2026-10-27
Chicago Partners Investment Group LLC
INCREASED248,903195,870+53,033+27%$4.0M$5.1M+$1.1M2026-10-27
Stewardship Concepts Financial Services LLC
INCREASED246,339119,821+126,518+106%$2.5M$5.1M+$2.6M2026-10-06
Green Ridge Wealth Planning LLC
INCREASED244,087144,978+99,109+68%$3.0M$5.1M+$2.1M2026-10-08
Cornerstone Wealth, LLC
INCREASED241,429132,066+109,363+83%$2.7M$5.0M+$2.3M2026-10-28
Axxcess Wealth Management, LLC
INCREASED240,562140,386+100,176+71%$2.9M$5.0M+$2.1M2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED239,103149,727+89,376+60%$3.1M$5.0M+$1.9M2026-11-03
Integrity Alliance, Llc.
INCREASED233,15673,142+160,014+219%$1.5M$4.9M+$3.3M2026-10-29
Boyer Financial Services, Inc.
INCREASED231,469110,015+121,454+110%$2.3M$4.8M+$2.6M2026-10-23
Strategic Blueprint, LLC
INCREASED218,070125,713+92,357+73%$2.6M$4.5M+$1.9M2026-10-22
Dominguez Wealth Management Solutions, Inc.
NEW211,228—+211,228——$4.4M—2026-10-07
Andina Capital Management, LLC
NEW207,437—+207,437——$4.3M—2026-10-21
Ignite Planners, LLC
NEW203,527—+203,527——$4.2M—2026-10-14
Clarus Group, Inc.
INCREASED195,08815,798+179,290+1135%$328.4K$4.1M+$3.7M2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED194,997133,054+61,943+47%$2.8M$4.1M+$1.3M2026-10-19
Concurrent Investment Advisors, LLC
DECREASED181,297193,779-12,482-6%$4.0M$3.8M-$246.8K2026-10-16
Bullseye Investment Management, LLC
INCREASED172,59630,578+142,018+464%$635.7K$3.6M+$3.0M2026-10-29
Purewater Capital LLC
NEW168,364—+168,364——$3.5M—2026-10-23
Commonwealth Financial Services, LLC
NEW166,866—+166,866——$3.5M—2026-10-20
Diversify Wealth Management, LLC
NEW166,216—+166,216——$3.5M—2026-10-20
Diversify Advisory Services, LLC
NEW166,216—+166,216——$3.5M—2026-10-20
Prosperity Financial Group, Inc.
INCREASED157,97984,731+73,248+86%$1.8M$3.3M+$1.5M2026-10-29
J.W. Cole Advisors, Inc.
INCREASED157,97087,822+70,148+80%$1.8M$3.3M+$1.5M2026-11-05
Simplicity Wealth,LLC
INCREASED151,77945,385+106,394+234%$943.6K$3.2M+$2.2M2026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED149,89739,852+110,045+276%$828.5K$3.1M+$2.3M2026-10-14
International Assets Investment Management, LLC
NEW144,060—+144,060——$3.0M—2026-11-02
TL Private Wealth
NEW136,144—+136,144——$2.8M—2026-10-13
Acorn Wealth Advisors, LLC
DECREASED135,365140,005-4,640-3%$2.9M$2.8M-$87.0K2026-10-19
AdvisorNet Financial, Inc
NEW131,547—+131,547——$2.7M—2026-10-15
Optivise Advisory Services LLC
INCREASED125,24141,086+84,155+205%$854.2K$2.6M+$1.8M2026-10-19
Adamsbrown Wealth Consultants LLC
INCREASED124,62441,425+83,199+201%$861.2K$2.6M+$1.7M2026-10-20
Avantra Family Wealth, Inc.
NEW121,923—+121,923——$2.5M—2026-10-20
Avior Wealth Management, LLC
INCREASED119,12177,755+41,366+53%$1.6M$2.5M+$868.3K2026-10-13
Johnson & White Wealth Management, LLC
NEW118,808—+118,808——$2.5M—2026-11-03
Alpha Wealth Funds, LLC
INCREASED114,79828,762+86,036+299%$598.0K$2.4M+$1.8M2026-11-05
Victory Financial Group, LLC
INCREASED111,72915,656+96,073+614%$325.5K$2.3M+$2.0M2026-10-27
Noble Wealth Management PBC
NEW110,834—+110,834——$2.3M—2026-10-01
Kestra Private Wealth Services, LLC
INCREASED110,02341,812+68,211+163%$869.3K$2.3M+$1.4M2026-10-30
Diligent Investors, LLC
INCREASED103,04748,008+55,039+115%$998.1K$2.1M+$1.2M2026-10-21
Castleview Partners, LLC
INCREASED100,73156,500+44,231+78%$1.2M$2.1M+$926.6K2026-10-09
Compass Financial Management LLC
NEW93,789—+93,789——$2.0M—2026-10-30
Daymark Wealth Partners, LLC
INCREASED91,72129,031+62,690+216%$603.6K$1.9M+$1.3M2026-11-04
Beaumont Financial Advisors, LLC
INCREASED91,70159,168+32,533+55%$1.2M$1.9M+$682.8K2026-10-22
Quad-Cities Investment Group, LLC
INCREASED87,79965,333+22,466+34%$1.4M$1.8M+$473.2K2026-10-16
GoalVest Advisory LLC
INCREASED82,80221,274+61,528+289%$442.3K$1.7M+$1.3M2026-10-02
Wedbush Securities Inc
INCREASED82,38033,414+48,966+147%$695.0K$1.7M+$1.0M2026-10-22
Gaddis Premier Wealth Advisors LLC
INCREASED80,67811,783+68,895+585%$245.0K$1.7M+$1.4M2026-10-29
Prospera Financial Services Inc
INCREASED80,31041,213+39,097+95%$856.8K$1.7M+$803.7K2026-11-04
Core Wealth Partners LLC
INCREASED73,63636,034+37,602+104%$749.1K$1.5M+$786.9K2026-11-02
Larson Financial Group LLC
INCREASED72,23739,239+32,998+84%$815.8K$1.5M+$691.1K2026-11-05
Lanark Financial, Inc.
NEW71,794—+71,794——$1.5M—2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED71,65658,821+12,835+22%$1.2M$1.5M+$271.9K2026-10-23
Parallel Advisors, LLC
INCREASED69,8589,663+60,195+623%$200.9K$1.5M+$1.3M2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED69,32365,684+3,639+6%$1.4M$1.4M+$80.5K2026-10-23
Vima LLC
INCREASED67,86316,279+51,584+317%$338.4K$1.4M+$1.1M2026-10-23
Balboa Wealth Partners
NEW65,993—+65,993——$1.4M—2026-10-20
AlphaStar Capital Management, LLC
INCREASED65,50422,547+42,957+191%$468.8K$1.4M+$897.7K2026-10-16
RFG Advisory, LLC
INCREASED63,64954,853+8,796+16%$1.1M$1.3M+$187.3K2026-11-03
Apollon Wealth Management, LLC
INCREASED62,96724,165+38,802+161%$502.4K$1.3M+$811.1K2026-10-23
POM Investment Strategies, LLC
INCREASED59,037960+58,077+6050%$20.0K$1.2M+$1.2M2026-10-20
WPG Advisers, LLC
INCREASED57,18418,209+38,975+214%$378.6K$1.2M+$814.3K2026-10-27
Visionary Wealth Advisors
INCREASED56,51413,918+42,596+306%$289.4K$1.2M+$889.5K2026-11-04
Maia Wealth LLC
INCREASED56,18447,118+9,066+19%$979.6K$1.2M+$192.4K2026-10-19
Aurora Private Wealth, Inc.
INCREASED55,89620,769+35,127+169%$432.0K$1.2M+$734.0K2026-10-20
Pinion Investment Advisors, LLC
NEW54,272—+54,272——$1.1M—2026-11-04
StoneX Group Inc.
INCREASED53,58539,176+14,409+37%$814.5K$1.1M+$303.3K2026-11-03
Capital CS Group, LLC
DECREASED50,57479,669-29,095-37%$1.7M$1.1M-$601.3K2026-10-29
Trek Financial, LLC
INCREASED49,25120,710+28,541+138%$430.6K$1.0M+$596.8K2026-10-29
Crosspoint Financial, LLC
NEW48,909—+48,909——$1.0M—2026-11-03
Financial Partners Group, Inc
NEW48,232—+48,232——$1.0M—2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED48,14126,507+21,634+82%$551.1K$1.0M+$453.1K2026-10-16
MBE Wealth Management, LLC
INCREASED48,07046,424+1,646+4%$965.1K$1.0M+$37.6K2026-10-26
Mcdonald Partners LLC
INCREASED48,00038,000+10,000+26%$790.0K$1.0M+$211.3K2026-11-03
Chris Bulman Inc
INCREASED39,81914,049+25,770+183%$292.1K$830.6K+$538.5K2026-10-20
Winnacle Wealth LLC
NEW39,574—+39,574——$825.5K—2026-10-15
Accurate Wealth Management, LLC
INCREASED39,09823,373+15,725+67%$482.4K$812.8K+$330.4K2026-10-20
MN Wealth Advisors, LLC
INCREASED37,93117,608+20,323+115%$366.1K$791.2K+$425.2K2026-10-23
Mission Financial Group, LLC
NEW37,873—+37,873——$790.0K—2026-10-21
Independent Wealth Network Inc.
INCREASED37,73410,747+26,987+251%$223.4K$787.1K+$563.7K2026-10-19
Private Client Services, LLC
NEW37,657—+37,657——$785.5K—2026-10-02
Spectrum Advisors, Inc.
INCREASED37,03635,782+1,254+4%$743.9K$772.6K+$28.7K2026-11-03
Echo Wealth Management, LLC
NEW35,661—+35,661——$743.9K—2026-10-15
Tcfg Investment Advisors, LLC
INCREASED33,94114,528+19,413+134%$302.0K$708.0K+$406.0K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED33,91533,227+688+2%$690.8K$707.5K+$16.7K2026-10-21
Triumph Capital Management
INCREASED33,88022,570+11,310+50%$469.2K$706.7K+$237.5K2026-10-14
Range Financial Group LLC
NEW31,772—+31,772——$662.8K—2026-10-21
Boyce & Associates Wealth Consulting, Inc.
INCREASED30,03110,344+19,687+190%$215.0K$626.5K+$411.4K2026-10-14
First Heartland Consultants, Inc.
NEW29,751—+29,751——$620.6K—2026-10-08
Santori & Peters, Inc.
INCREASED29,39712,065+17,332+144%$250.8K$613.2K+$362.4K2026-10-26
Summit Wealth Group LLC / Co
INCREASED29,20921,465+7,744+36%$446.3K$609.3K+$163.0K2026-10-29
Milestone Asset Management, LLC
INCREASED24,92010,405+14,515+140%$216.3K$519.8K+$303.5K2026-10-15
Miller Global Investments, LLC
NEW23,565—+23,565——$491.6K—2026-10-02
Redhawk Wealth Advisors, Inc.
DECREASED22,35422,630-276-1%$470.5K$466.3K-$4.2K2026-10-14
World Equity Group, Inc.
DECREASED22,02748,959-26,932-55%$1.0M$459.5K-$558.4K2026-10-14
Lighthouse Wealth Management Inc.
NEW21,175—+21,175——$441.7K—2026-10-13
Taylor Securities Services, Inc.
NEW20,991—+20,991——$437.9K—2026-10-20
Monument Capital Management
DECREASED20,80526,182-5,377-21%$544.3K$434.0K-$110.3K2026-10-09
Beacon Financial Advisory LLC
NEW19,376—+19,376——$404.2K—2026-10-16
Oppenheimer & Co Inc
NEW18,191—+18,191——$379.5K—2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED17,53116,323+1,208+7%$339.4K$365.7K+$26.3K2026-11-04
Meridian Wealth Management, LLC
NEW16,679—+16,679——$347.9K—2026-11-05
M.E. Allison & Co., Inc.
NEW15,540—+15,540——$324.2K—2026-10-09
New Wave Wealth Advisors LLC
INCREASED15,2679,763+5,504+56%$203.0K$317.4K+$114.4K2026-10-19
Norden Group LLC
NEW15,017—+15,017——$313.3K—2026-10-20
Integras Partners LLC
INCREASED14,72711,527+3,200+28%$239.6K$307.2K+$67.6K2026-10-30
Beacon Capital Management, LLC
NEW14,589—+14,589——$304.3K—2026-10-23
Verus Capital Partners, LLC
NEW14,196—+14,196——$296.1K—2026-11-03
Apollon Financial, LLC
UNCHANGED13,99113,99100%$290.9K$291.9K+$9792026-10-23
Plan Group Financial, LLC
NEW13,821—+13,821——$286.9K—2026-10-22
Ascentis Independent Advisors
NEW13,700—+13,700——$285.8K—2026-11-03
TCP Asset Management, LLC
INCREASED13,18812,413+775+6%$258.1K$273.7K+$15.6K2026-10-14
Carmel Capital Partners, LLC
NEW13,145—+13,145——$274.2K—2026-11-03
Crumly & Associates Inc.
NEW12,520—+12,520——$261.2K—2026-10-07
Elevation Wealth Management LLC
NEW12,422—+12,422——$259.1K—2026-11-02
GSG Advisors LLC
NEW12,217—+12,217——$254.9K—2026-11-03
Five Pine Wealth Management
UNCHANGED12,10512,10500%$251.7K$252.5K+$8472026-10-20
Zega Investments, LLC
NEW11,979—+11,979——$249.9K—2026-11-04
Beacon Capital Management, Inc.
NEW11,881—+11,881——$247.8K—2026-10-13
Vise Technologies, Inc.
NEW11,578—+11,578——$241.5K—2026-10-29
Encompass More Asset Management
NEW11,058—+11,058——$230.7K—2026-10-16
Grantvest Financial Group LLC
NEW10,759—+10,759——$224.4K—2026-10-21
WealthCare Asset Management, LLC
DECREASED10,64321,286-10,643-50%$442.5K$222.0K-$220.5K2026-10-26
Secure Asset Management, LLC
NEW10,399—+10,399——$216.9K—2026-10-19
Manchester Financial Inc
NEW10,297—+10,297——$214.8K—2026-10-15
Fifth Third Bancorp
INCREASED10,1372,000+8,137+407%$41.6K$211.5K+$169.9K2026-11-05
RIA Advisory Group LLC
INCREASED10,12710,052+75+1%$209.0K$211.2K+$2.3K2026-10-15
Wolff Wiese Magana LLC
NEW3,654—+3,654——$76.2K—2026-10-15
Tounjian Advisory Partners, LLC
INCREASED3,405959+2,446+255%$19.9K$71.0K+$51.1K2026-11-04
EverSource Wealth Advisors, LLC
NEW2,993—+2,993——$62.4K—2026-11-04
Networth Advisors, LLC
NEW2,621—+2,621——$54.7K—2026-11-03
Key Capital Management, Inc
INCREASED1,834316+1,518+480%$6.6K$38.3K+$31.7K2026-11-03
Signature Equity Partners, LLC
NEW525—+525——$10.9K—2026-10-29
Rossby Financial, LCC
NEW487—+487——$10.2K—2026-11-05
Decker Retirement Planning Inc.
INCREASED433417+16+4%$8.7K$9.0K+$3632026-10-19
Downshift Financial, LLC
NEW11—+11——$234—2026-10-13
Nova Financial LLC
NEW1—+1——$21—2026-11-04
Capital Investment Advisory Services, LLC
CLOSED029,624-29,624-100%$615.9K$0-$615.9K2026-10-30
Blue Trust, Inc.
CLOSED018,297-18,297-100%$380.4K$0-$380.4K2026-10-15
Torren Management, LLC
CLOSED02,150-2,150-100%$44.7K$0-$44.7K2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$675.2K$1.3M+$671.4K2026-10-29
Macro Advisors, Inc.
N/A—1,072,608-1,072,608-100%$22.3M———
Cetera Investment Advisers
N/A—1,068,362-1,068,362-100%$22.2M———
Ameritas Advisory Services, LLC
N/A—533,848-533,848-100%$11.1M———
Integrated Wealth Concepts LLC
N/A—491,218-491,218-100%$10.2M———
Summit Financial, LLC
N/A—476,312-476,312-100%$9.9M———
Harbour Investments, Inc.
N/A—473,948-473,948-100%$9.9M———
Fischer Investment Strategies, LLC
N/A—464,467-464,467-100%$9.7M———
Great Valley Advisor Group, Inc.
N/A—452,892-452,892-100%$9.4M———
Royal Bank of Canada
N/A—427,186-427,186-100%$8.9M———
Wealth Watch Advisors, Inc
N/A—344,429-344,429-100%$7.2M———
Stonebridge Financial Group, LLC
N/A—342,847-342,847-100%$7.1M———
Maridea Wealth Management LLC
N/A—257,670-257,670-100%$5.4M———
Wood Tarver Financial Group, LLC
N/A—254,808-254,808-100%$5.3M———
Cary Street Partners Financial LLC
N/A—248,452-248,452-100%$5.2M———
CreativeOne Wealth, LLC
N/A—247,705-247,705-100%$5.1M———
Arkadios Wealth Advisors
N/A—241,823-241,823-100%$5.0M———
NewEdge Advisors, LLC
N/A—224,853-224,853-100%$4.7M———
Vestmark Advisory Solutions, Inc.
N/A—181,793-181,793-100%$3.8M———
HighTower Advisors, LLC
N/A—170,845-170,845-100%$3.6M———
Envestnet Asset Management Inc
N/A—154,294-154,294-100%$3.2M———
White Knight Strategic Wealth Advisors, LLC
N/A—150,099-150,099-100%$3.1M———
SageGuard Financial Group, LLC
N/A—146,882-146,882-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—138,326-138,326-100%$2.9M———
Luken Investment Analytics, LLC
N/A—137,360-137,360-100%$2.9M———
Western Wealth Management, LLC
N/A—131,722-131,722-100%$2.7M———
Arax Advisory Partners
N/A—128,630-128,630-100%$2.7M———
Mutual Advisors, LLC
N/A—123,736-123,736-100%$2.6M———
Sequent Planning LLC
N/A—112,504-112,504-100%$2.3M———
Ethos Financial Group, LLC
N/A—110,441-110,441-100%$2.3M———
AE Wealth Management LLC
N/A—110,289-110,289-100%$2.3M———
Janney Montgomery Scott LLC
N/A—101,655-101,655-100%$2.1M———
Kintra Wealth, LLC
N/A—95,226-95,226-100%$2.0M———
Beck Capital Management, LLC
N/A—94,759-94,759-100%$2.0M———
Silver OAK Securities, Incorporated
N/A—90,140-90,140-100%$1.9M———
Pallas Capital Advisors LLC
N/A—89,457-89,457-100%$1.9M———
FSB Premier Wealth Management, Inc.
N/A—88,910-88,910-100%$1.8M———
Legacy Wealth Managment, LLC
N/A—86,650-86,650-100%$1.8M———
Pine Valley Investments Ltd Liability Co
N/A—78,110-78,110-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—74,793-74,793-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—74,187-74,187-100%$1.5M———
Legacy Edge Advisors, LLC
N/A—73,495-73,495-100%$1.5M———
Kovack Advisors, Inc.
N/A—68,199-68,199-100%$1.4M———
Jane Street Group, LLC
N/A—66,369-66,369-100%$1.4M———
Benson Wealth Management Inc
N/A—62,486-62,486-100%$1.3M———
Mariner, LLC
N/A—60,000-60,000-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—47,437-47,437-100%$986.2K———
BlackDiamond Wealth Management, LLC
N/A—46,118-46,118-100%$954.2K———
Burnham & Co LLC
N/A—43,500-43,500-100%$904.4K———
Capital Analysts, LLC
N/A—43,082-43,082-100%$896.0K———
Advyzon Investment Management, LLC
N/A—40,537-40,537-100%$842.8K———
Delta Investment Management, LLC
N/A—38,452-38,452-100%$799.4K———
OneDigital Investment Advisors LLC
N/A—37,230-37,230-100%$774.0K———
Sanctuary Advisors, LLC
N/A—37,089-37,089-100%$771.1K———
Millington Financial Advisors, LLC
N/A—35,845-35,845-100%$739.1K———
Vantus Wealth LLC
N/A—35,461-35,461-100%$737.2K———
Rehmann Capital Advisory Group
N/A—32,612-32,612-100%$678.0K———
Prostatis Group LLC
N/A—32,355-32,355-100%$672.7K———
Coppell Advisory Solutions LLC
N/A—28,790-28,790-100%$916———
Secured Retirement Advisors, LLC
N/A—27,881-27,881-100%$579.6K———
RPS Advisory Solutions LLC
N/A—26,911-26,911-100%$559.5K———
WCG Wealth Advisors LLC
N/A—25,475-25,475-100%$529.6K———
LM Advisors LLC
N/A—25,300-25,300-100%$526.0K———
Osaic Holdings, Inc.
N/A—23,420-23,420-100%$486.9K———
Strategic Financial Concepts, LLC
N/A—18,006-18,006-100%$374.3K———
Keating Financial Advisory Services, Inc.
N/A—16,938-16,938-100%$352.1K———
Harvest Investment Services, LLC
N/A—16,305-16,305-100%$339.0K———
Presidio Capital Management, LLC
N/A—14,832-14,832-100%$308.4K———
Merit Financial Group, LLC
N/A—13,131-13,131-100%$273.0K———
&partners
N/A—12,252-12,252-100%$254.7K———
Tradition Wealth Management, LLC
N/A—11,518-11,518-100%$239.5K———
Advisory Services Network, LLC
N/A—11,439-11,439-100%$237.8K———
Money Concepts Capital Corp
N/A—10,891-10,891-100%$226.4K———
Oder Investment Management, LLC
N/A—9,806-9,806-100%$203.9K———
HBK Sorce Advisory LLC
N/A—9,782-9,782-100%$202.1K———
Investors Portfolio Services LLC
N/A—5,104-5,104-100%$106.1K———
Ameriflex Group, Inc.
N/A—4,274-4,274-100%$88.9K———
Global Retirement Partners, LLC
N/A—2,443-2,443-100%$50.8K———
JPMorgan Chase & Co
N/A—2,000-2,000-100%$41.4K———
Fiduciary Financial Advisors
N/A—700-700-100%$14.6K———
Jones Financial Companies Lllp
N/A—252-252-100%$5.2K———
Showing 248 of 248 institutions