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First Trust Senior Loan ETF (FTSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Manchester Financial Inc
NEW
Shares1,445,667
Change+1,445,667
Value$64.4M
Filed 2026-10-15
Welch & Forbes LLC
DECREASED
Shares578,029 from 597,151
Change-19,122 (-3%)
Value$25.8M (-$959.8K)
Filed 2026-11-04
TL Private Wealth
DECREASED
Shares542,418 from 579,910
Change-37,492 (-6%)
Value$24.2M (-$1.8M)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares508,126 from 637,860
Change-129,734 (-20%)
Value$22.6M (-$5.9M)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED
Shares499,972 from 469,326
Change+30,646 (+7%)
Value$22.3M (+$1.3M)
Filed 2026-10-16
Capital Investment Counsel, LLC
INCREASED
Shares455,620 from 439,221
Change+16,399 (+4%)
Value$20.3M (+$651.8K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares446,966 from 593,455
Change-146,489 (-25%)
Value$19.9M (-$6.6M)
Filed 2026-10-16
Fairvoy Private Wealth, LLC
DECREASED
Shares345,999 from 359,184
Change-13,185 (-4%)
Value$15.4M (-$652.3K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares293,982 from 288,510
Change+5,472 (+2%)
Value$13.1M (+$192.0K)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares259,648 from 232,110
Change+27,538 (+12%)
Value$11.6M (+$1.2M)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares248,687 from 235,032
Change+13,655 (+6%)
Value$11.1M (+$566.3K)
Filed 2026-10-14
Nilsine Partners, LLC
INCREASED
Shares221,043 from 212,769
Change+8,274 (+4%)
Value$9.9M (+$330.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares203,821 from 161,876
Change+41,945 (+26%)
Value$9.1M (+$1.8M)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares201,798 from 206,573
Change-4,775 (-2%)
Value$9.0M (-$250.0K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares181,832 from 142,146
Change+39,686 (+28%)
Value$8.1M (+$1.7M)
Filed 2026-10-08
Lake Street Private Wealth, LLC
INCREASED
Shares173,796 from 157,228
Change+16,568 (+11%)
Value$7.7M (+$710.3K)
Filed 2026-10-22
Fairway Financial, LLC
INCREASED
Shares162,246 from 136,173
Change+26,073 (+19%)
Value$7.2M (+$1.1M)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares147,926 from 140,891
Change+7,035 (+5%)
Value$6.6M (+$261.0K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares141,760 from 133,955
Change+7,805 (+6%)
Value$6.3M (+$312.0K)
Filed 2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED
Shares138,670 from 138,670
Change0 (0%)
Value$6.2M (+$6.2M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares118,788 from 100,086
Change+18,702 (+19%)
Value$5.3M (+$815.5K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares118,521 from 179,524
Change-61,003 (-34%)
Value$5.3M (-$2.8M)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares106,988 from 106,912
Change+76 (+0%)
Value$4.8M (-$15.8K)
Filed 2026-10-21
Sacks & Associates, LLC
INCREASED
Shares104,930 from 104,910
Change+20 (+0%)
Value$4.7M (-$27.4K)
Filed 2026-10-09
Pinnacle Associates LTD
INCREASED
Shares98,675 from 46,185
Change+52,490 (+114%)
Value$4.4M (+$2.3M)
Filed 2026-10-20
New England Private Wealth Advisors LLC
INCREASED
Shares88,985 from 87,657
Change+1,328 (+2%)
Value$4.0M (+$43.4K)
Filed 2026-10-19
Colorado Capital Management, Inc.
INCREASED
Shares87,654 from 86,128
Change+1,526 (+2%)
Value$3.9M (+$3.9M)
Filed 2026-10-15
Aurora Private Wealth, Inc.
INCREASED
Shares85,223 from 84,102
Change+1,121 (+1%)
Value$3.8M (+$34.0K)
Filed 2026-10-20
True Blue Financial, LLC
INCREASED
Shares81,280 from 76,879
Change+4,401 (+6%)
Value$3.6M (+$182.3K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares77,675 from 68,727
Change+8,948 (+13%)
Value$3.5M (+$386.0K)
Filed 2026-10-26
Aspen Investment Management Inc
INCREASED
Shares72,736 from 72,334
Change+402 (+1%)
Value$3.2M (+$3.2M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares72,154 from 47,297
Change+24,857 (+53%)
Value$3.2M (+$1.1M)
Filed 2026-10-21
Flagstar Securities, Inc
INCREASED
Shares67,093 from 66,988
Change+105 (+0%)
Value$3.0M (-$7.4K)
Filed 2026-10-15
Basso Capital Management, L.P.
NEW
Shares67,037
Change+67,037
Value$3.0M
Filed 2026-10-30
Thryve Wealth Management LLC
DECREASED
Shares66,320 from 67,798
Change-1,478 (-2%)
Value$3.0M (-$78.1K)
Filed 2026-10-09
RFG Advisory, LLC
INCREASED
Shares62,132 from 56,871
Change+5,261 (+9%)
Value$2.8M (+$224.2K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares61,560 from 61,414
Change+146 (+0%)
Value$2.7M (-$4.5K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares59,961 from 56,436
Change+3,525 (+6%)
Value$2.7M (+$141.0K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares54,354 from 53,643
Change+711 (+1%)
Value$2.4M (+$22.0K)
Filed 2026-10-29
First Financial Group Corp
INCREASED
Shares54,248 from 54,127
Change+121 (+0%)
Value$2.4M (-$4.4K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares53,932 from 44,535
Change+9,397 (+21%)
Value$2.4M (+$412.8K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares49,913 from 43,637
Change+6,276 (+14%)
Value$2.2M (+$271.9K)
Filed 2026-10-13
Stenger Family Office, LLC
INCREASED
Shares48,371 from 43,869
Change+4,502 (+10%)
Value$2.2M (+$192.7K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares45,924 from 45,134
Change+790 (+2%)
Value$2.0M (+$27.1K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares45,899 from 45,238
Change+661 (+1%)
Value$2.0M (+$21.3K)
Filed 2026-10-26
Endowment Wealth Management, Inc.
INCREASED
Shares45,577 from 39,232
Change+6,345 (+16%)
Value$2.0M (+$275.8K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares41,482 from 78,613
Change-37,131 (-47%)
Value$1.8M (-$1.7M)
Filed 2026-11-05
Ifrah Financial Services, Inc.
INCREASED
Shares40,752 from 40,484
Change+268 (+1%)
Value$1.8M (+$4.7K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares39,975 from 15,000
Change+24,975 (+167%)
Value$1.8M (+$1.1M)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares38,578 from 37,650
Change+928 (+2%)
Value$1.7M (+$34.6K)
Filed 2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares37,955 from 34,707
Change+3,248 (+9%)
Value$1.7M (+$138.5K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares37,562 from 31,919
Change+5,643 (+18%)
Value$1.7M (+$245.8K)
Filed 2026-10-28
Yanni & Associates Investment Advisors, LLC
INCREASED
Shares36,048 from 34,784
Change+1,264 (+4%)
Value$1.6M (+$50.1K)
Filed 2026-10-14
Wagner Wealth Management, LLC
DECREASED
Shares35,869 from 36,726
Change-857 (-2%)
Value$1.6M (-$44.8K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
DECREASED
Shares29,678 from 31,321
Change-1,643 (-5%)
Value$1.3M (-$78.9K)
Filed 2026-10-16
Investors Research Corp
DECREASED
Shares27,870 from 28,618
Change-748 (-3%)
Value$1.2M (-$38.5K)
Filed 2026-10-07
Asset Allocation Strategies LLC
DECREASED
Shares27,824 from 28,410
Change-586 (-2%)
Value$1.2M (-$31.3K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares27,803 from 24,679
Change+3,124 (+13%)
Value$1.2M (+$134.8K)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares27,583 from 27,086
Change+497 (+2%)
Value$1.2M (+$17.3K)
Filed 2026-10-30
Legacy Capital Wealth Partners, LLC
DECREASED
Shares25,635 from 26,140
Change-505 (-2%)
Value$1.1M (-$27.2K)
Filed 2026-10-21
Andina Capital Management, LLC
DECREASED
Shares24,505 from 26,124
Change-1,619 (-6%)
Value$1.1M (-$76.9K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares23,810 from 6,037
Change+17,773 (+294%)
Value$1.1M (+$791.1K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares23,575 from 23,706
Change-131 (-1%)
Value$1.1M (-$10.0K)
Filed 2026-10-22
TrueWealth Advisors, LLC
DECREASED
Shares23,427 from 23,777
Change-350 (-1%)
Value$1.0M (-$19.9K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
DECREASED
Shares22,799 from 23,723
Change-924 (-4%)
Value$1.0M (-$45.4K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares22,562 from 22,145
Change+417 (+2%)
Value$1.0M (+$14.6K)
Filed 2026-10-28
HBW Advisory Services LLC
DECREASED
Shares22,245 from 36,500
Change-14,255 (-39%)
Value$991.5K (-$641.9K)
Filed 2026-10-15
Financial Partners Group, Inc
UNCHANGED
Shares21,843 from 21,843
Change0 (0%)
Value$973.5K (-$3.9K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares20,474 from 19,506
Change+968 (+5%)
Value$912.5K (+$39.6K)
Filed 2026-10-22
United Advisor Group, LLC
NEW
Shares20,259
Change+20,259
Value$902.9K
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares19,477 from 15,477
Change+4,000 (+26%)
Value$868.7K (+$175.9K)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
DECREASED
Shares19,418 from 19,759
Change-341 (-2%)
Value$865.5K (-$18.8K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares16,156 from 20,956
Change-4,800 (-23%)
Value$720.1K (-$217.7K)
Filed 2026-10-20
Bison Wealth, LLC
DECREASED
Shares15,927 from 16,300
Change-373 (-2%)
Value$710.8K (-$19.9K)
Filed 2026-10-13
Curtis Advisory Group, LLC
UNCHANGED
Shares15,863 from 15,863
Change0 (0%)
Value$707.0K (-$2.9K)
Filed 2026-10-28
Puff Wealth Management, LLC
DECREASED
Shares15,378 from 18,515
Change-3,137 (-17%)
Value$685.4K (-$143.2K)
Filed 2026-10-07
Private Trust Co NA
INCREASED
Shares14,871 from 13,301
Change+1,570 (+12%)
Value$662.8K (+$67.6K)
Filed 2026-10-20
Helium Advisors LLC
INCREASED
Shares14,851 from 14,631
Change+220 (+2%)
Value$661.9K (+$7.1K)
Filed 2026-10-23
Accel Wealth Management
DECREASED
Shares14,721 from 16,678
Change-1,957 (-12%)
Value$656.1K (-$90.2K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares14,683 from 9,207
Change+5,476 (+59%)
Value$654.4K (+$242.4K)
Filed 2026-10-15
BAM Wealth Management, LLC
INCREASED
Shares14,364 from 10,312
Change+4,052 (+39%)
Value$640.2K (+$178.7K)
Filed 2026-10-15
Perryman Financial Advisory Inc
DECREASED
Shares14,045 from 14,894
Change-849 (-6%)
Value$626.0K (-$40.5K)
Filed 2026-10-16
Wagner Wealth Management, Corp
NEW
Shares13,781
Change+13,781
Value$614.2K
Filed 2026-10-20
Balefire, LLC
INCREASED
Shares13,626 from 11,574
Change+2,052 (+18%)
Value$607.3K (+$89.4K)
Filed 2026-10-09
Flaharty Asset Management, LLC
DECREASED
Shares13,612 from 64,936
Change-51,324 (-79%)
Value$606.7K (-$2.3M)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares13,468 from 10,087
Change+3,381 (+34%)
Value$600.3K (+$148.9K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares12,359 from 18,028
Change-5,669 (-31%)
Value$550.8K (-$255.9K)
Filed 2026-11-03
Blueline Advisors LLC
DECREASED
Shares12,080 from 12,097
Change-17 (0%)
Value$538.4K (-$2.9K)
Filed 2026-10-15
MRA Advisory Group
INCREASED
Shares11,544 from 11,520
Change+24 (+0%)
Value$514.5K (-$1.0K)
Filed 2026-10-07
WealthCare Investment Partners, LLC
DECREASED
Shares11,304 from 12,300
Change-996 (-8%)
Value$503.8K (-$46.6K)
Filed 2026-11-05
Northwest Wealth Management, LLC
DECREASED
Shares11,263 from 12,043
Change-780 (-6%)
Value$502.0K (-$36.9K)
Filed 2026-10-30
PW Nova Financial Services LLC
INCREASED
Shares10,916 from 10,730
Change+186 (+2%)
Value$486.5K (+$6.4K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares10,709 from 8,726
Change+1,983 (+23%)
Value$477.3K (+$86.8K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares10,685 from 11,501
Change-816 (-7%)
Value$476.2K (-$38.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares10,598 from 21,779
Change-11,181 (-51%)
Value$472.3K (-$502.3K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares10,329 from 4,966
Change+5,363 (+108%)
Value$460.4K (+$238.1K)
Filed 2026-10-22
Venture Visionary Partners LLC
UNCHANGED
Shares10,185 from 10,185
Change0 (0%)
Value$453.9K (-$1.8K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
INCREASED
Shares10,019 from 9,955
Change+64 (+1%)
Value$446.5K (+$1.0K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares9,377 from 9,382
Change-5 (0%)
Value$417.9K (-$1.9K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares9,248
Change+9,248
Value$412.2K
Filed 2026-10-28
WBI Investments, LLC
INCREASED
Shares9,191 from 8,383
Change+808 (+10%)
Value$409.6K (+$34.5K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares8,948 from 8,870
Change+78 (+1%)
Value$398.8K (+$1.9K)
Filed 2026-10-23
Bank of New York Mellon Corp
NEW
Shares8,672
Change+8,672
Value$386.5K
Filed 2026-11-05
Global Assets Advisory, LLC
UNCHANGED
Shares8,445 from 8,445
Change0 (0%)
Value$376.6K (-$1.4K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares8,444 from 8,388
Change+56 (+1%)
Value$376.3K (+$968)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares8,001 from 9,384
Change-1,383 (-15%)
Value$356.6K (-$63.3K)
Filed 2026-10-30
Encompass More Asset Management
NEW
Shares7,716
Change+7,716
Value$343.9K
Filed 2026-10-16
Huntleigh Advisors, Inc.
DECREASED
Shares7,633 from 87,433
Change-79,800 (-91%)
Value$340.2K (-$3.6M)
Filed 2026-11-03
RVW Wealth, LLC
UNCHANGED
Shares7,595 from 7,595
Change0 (0%)
Value$338.5K (-$1.4K)
Filed 2026-10-06
IFP Advisors, Inc
INCREASED
Shares7,367 from 6,774
Change+593 (+9%)
Value$328.3K (+$25.2K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares7,303 from 7,997
Change-694 (-9%)
Value$325.5K (-$32.4K)
Filed 2026-10-23
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares7,150 from 9,244
Change-2,094 (-23%)
Value$318.7K (-$95.0K)
Filed 2026-10-28
Virtus Wealth Solutions LLC
DECREASED
Shares7,144 from 9,848
Change-2,704 (-27%)
Value$318.4K (-$122.3K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares7,117 from 7,115
Change+2 (+0%)
Value$317.2K (-$1.2K)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares6,979 from 6,904
Change+75 (+1%)
Value$311.1K (+$2.1K)
Filed 2026-11-05
Arwa LLC
NEW
Shares6,605
Change+6,605
Value$294.4K
Filed 2026-10-21
Rhodes Investment Advisors Inc
INCREASED
Shares6,475 from 5,475
Change+1,000 (+18%)
Value$288.6K (+$43.6K)
Filed 2026-10-07
Castleview Partners, LLC
INCREASED
Shares6,472 from 5,850
Change+622 (+11%)
Value$288.5K (+$26.7K)
Filed 2026-10-09
Columbia Advisory Partners LLC
INCREASED
Shares6,267 from 6,221
Change+46 (+1%)
Value$279.3K (+$930)
Filed 2026-10-15
Iams Wealth Management, LLC
NEW
Shares6,232
Change+6,232
Value$277.8K
Filed 2026-10-15
Flagship Harbor Advisors, LLC
NEW
Shares5,944
Change+5,944
Value$264.9K
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares5,724 from 15,031
Change-9,307 (-62%)
Value$255.1K (-$417.5K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares5,503
Change+5,503
Value$245.2K
Filed 2026-11-03
PVG Asset Management Corp
UNCHANGED
Shares5,045 from 5,045
Change0 (0%)
Value$224.9K (-$908)
Filed 2026-10-19
Integrity Alliance, Llc.
NEW
Shares4,966
Change+4,966
Value$221.3K
Filed 2026-10-29
McAdam, LLC
INCREASED
Shares4,891 from 4,647
Change+244 (+5%)
Value$218.0K (+$10.0K)
Filed 2026-10-21
Purus Wealth Management, LLC
DECREASED
Shares4,878 from 5,479
Change-601 (-11%)
Value$217.4K (-$27.8K)
Filed 2026-10-15
Southland Equity Partners LLC
DECREASED
Shares4,655 from 4,702
Change-47 (-1%)
Value$207.5K (-$2.9K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares4,619 from 4,619
Change0 (0%)
Value$205.9K (-$832)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares4,609 from 4,609
Change0 (0%)
Value$206.2K ($0)
Filed 2026-10-26
IVC Wealth Advisors LLC
DECREASED
Shares4,564 from 5,010
Change-446 (-9%)
Value$203.4K (-$20.8K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares4,557 from 5,427
Change-870 (-16%)
Value$203.3K (-$39.6K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW
Shares4,505
Change+4,505
Value$200.8K
Filed 2026-10-27
Richardson Financial Services Inc.
UNCHANGED
Shares4,483 from 4,483
Change0 (0%)
Value$199.8K (-$808)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares3,019 from 2,554
Change+465 (+18%)
Value$134.5K (+$20.3K)
Filed 2026-10-01
Register Financial Advisors LLC
INCREASED
Shares2,836 from 2,801
Change+35 (+1%)
Value$126.4K (+$1.0K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares2,773 from 3,319
Change-546 (-16%)
Value$123.6K (-$24.9K)
Filed 2026-10-26
SYM Financial Corp
NEW
Shares2,200
Change+2,200
Value$98.1K
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares1,208 from 1,965
Change-757 (-39%)
Value$53.8K (-$34.1K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares1,150 from 1,148
Change+2 (+0%)
Value$51.3K (-$107)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$48.6K (-$197)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares1,068 from 670
Change+398 (+59%)
Value$47.6K (+$17.6K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$46.8K (-$189)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.6K (-$180)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
DECREASED
Shares871 from 1,318
Change-447 (-34%)
Value$38.8K (-$20.2K)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$35.1K (-$142)
Filed 2026-10-14
Raleigh Capital Management Inc.
DECREASED
Shares645 from 670
Change-25 (-4%)
Value$28.7K (-$1.3K)
Filed 2026-10-28
Larson Financial Group LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$26.7K (-$108)
Filed 2026-11-05
CX Institutional
DECREASED
Shares443 from 892
Change-449 (-50%)
Value$20 (-$20)
Filed 2026-10-02
NBT Bank, N.A.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$17.8K (-$72)
Filed 2026-10-21
Clayton Financial Group LLC
NEW
Shares366
Change+366
Value$16.3K
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares359 from 324
Change+35 (+11%)
Value$16.0K (+$1.5K)
Filed 2026-11-05
Signature Equity Partners, LLC
NEW
Shares322
Change+322
Value$14.4K
Filed 2026-10-29
Realta Investment Advisors
NEW
Shares272
Change+272
Value$12.1K
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED
Shares270 from 34
Change+236 (+694%)
Value$12.0K (+$10.5K)
Filed 2026-11-02
Hughes Financial Services, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$10.7K (-$31)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$10.0K (-$40)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares214 from 167
Change+47 (+28%)
Value$9.6K (+$2.1K)
Filed 2026-11-04
Cullen T Bankers, Inc.
NEW
Shares210
Change+210
Value$9.4K
Filed 2026-10-28
Wolff Wiese Magana LLC
INCREASED
Shares167 from 165
Change+2 (+1%)
Value$7.5K (+$82)
Filed 2026-10-15
IMG Wealth Management, Inc.
DECREASED
Shares159 from 201
Change-42 (-21%)
Value$7.1K (-$1.9K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares137 from 109
Change+28 (+26%)
Value$6.1K (+$1.2K)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.8K (-$23)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$4.3K (-$21)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.0K (-$7)
Filed 2026-10-23
Elevation Wealth Partners, LLC
NEW
Shares40
Change+40
Value$1.8K
Filed 2026-10-07
Key Capital Management, Inc
INCREASED
Shares37 from 19
Change+18 (+95%)
Value$1.6K (+$799)
Filed 2026-11-03
Central Trust Co
NEW
Shares29
Change+29
Value$1.3K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares22 from 16
Change+6 (+38%)
Value$981 (+$265)
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$669 (-$2)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
INCREASED
Shares11 from 7
Change+4 (+57%)
Value$499 (+$182)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
CLOSED
Shares0 from 45,125
Change-45,125 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-19
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 21,790
Change-21,790 (-100%)
Value$0 (-$975.1K)
Filed 2026-10-14
Providence First Trust Co
CLOSED
Shares0 from 8,029
Change-8,029 (-100%)
Value$0 (-$359.3K)
Filed 2026-11-02
Global View Capital Management LLC
CLOSED
Shares0 from 4,711
Change-4,711 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-28
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,442
Change-2,442 (-100%)
Value$0 (-$109.3K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 1,843
Change-1,843 (-100%)
Value$0 (-$82.5K)
Filed 2026-10-29
Mascoma Wealth Management LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 4,917,166
Change-4,917,166 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,785,802
Change-2,785,802 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,669,953
Change-1,669,953 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,503,098
Change-1,503,098 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,467,308
Change-1,467,308 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,439,544
Change-1,439,544 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,439,234
Change-1,439,234 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,298,064
Change-1,298,064 (-100%)
Value—
UBS Group AG
N/A
Shares— from 937,444
Change-937,444 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 884,010
Change-884,010 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 767,322
Change-767,322 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 669,136
Change-669,136 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 570,196
Change-570,196 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 455,074
Change-455,074 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 378,082
Change-378,082 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 362,078
Change-362,078 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 328,444
Change-328,444 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 300,787
Change-300,787 (-100%)
Value—
CNO Financial Group, Inc.
N/A
Shares— from 252,000
Change-252,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 220,860
Change-220,860 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 197,172
Change-197,172 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 195,171
Change-195,171 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 179,019
Change-179,019 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 176,013
Change-176,013 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 164,965
Change-164,965 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 157,438
Change-157,438 (-100%)
Value—
&partners
N/A
Shares— from 154,050
Change-154,050 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 143,213
Change-143,213 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 138,827
Change-138,827 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 122,464
Change-122,464 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 113,687
Change-113,687 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 111,551
Change-111,551 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 110,168
Change-110,168 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 109,439
Change-109,439 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 100,724
Change-100,724 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 99,841
Change-99,841 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 89,000
Change-89,000 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 88,755
Change-88,755 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 88,716
Change-88,716 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 84,954
Change-84,954 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 83,799
Change-83,799 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 76,655
Change-76,655 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 74,920
Change-74,920 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 72,392
Change-72,392 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 66,297
Change-66,297 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 64,429
Change-64,429 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 64,211
Change-64,211 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 62,915
Change-62,915 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 59,279
Change-59,279 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 56,727
Change-56,727 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 51,030
Change-51,030 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 47,560
Change-47,560 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 47,524
Change-47,524 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 46,490
Change-46,490 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 45,067
Change-45,067 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 44,613
Change-44,613 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,215
Change-40,215 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 39,387
Change-39,387 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 39,043
Change-39,043 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 38,433
Change-38,433 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 38,015
Change-38,015 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 37,562
Change-37,562 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 36,507
Change-36,507 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 34,211
Change-34,211 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 33,470
Change-33,470 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 32,914
Change-32,914 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 32,799
Change-32,799 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,942
Change-29,942 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 29,786
Change-29,786 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 28,190
Change-28,190 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 27,010
Change-27,010 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,270
Change-26,270 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 25,930
Change-25,930 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 24,990
Change-24,990 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 24,905
Change-24,905 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 24,218
Change-24,218 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,057
Change-24,057 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 23,410
Change-23,410 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 23,311
Change-23,311 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 21,671
Change-21,671 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,603
Change-19,603 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,943
Change-18,943 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 18,607
Change-18,607 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,575
Change-18,575 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 17,503
Change-17,503 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,457
Change-17,457 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 14,766
Change-14,766 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 14,701
Change-14,701 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 13,396
Change-13,396 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,387
Change-13,387 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,656
Change-12,656 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,242
Change-11,242 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,101
Change-11,101 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,945
Change-10,945 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,448
Change-10,448 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 9,708
Change-9,708 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 9,270
Change-9,270 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,164
Change-9,164 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,026
Change-7,026 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 627
Change-627 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 310
Change-310 (-100%)
Value—
FMR LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Blair William & Co
N/A
Shares— from 268
Change-268 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Manchester Financial Inc
NEW1,445,667—+1,445,667——$64.4M—2026-10-15
Welch & Forbes LLC
DECREASED578,029597,151-19,122-3%$26.7M$25.8M-$959.8K2026-11-04
TL Private Wealth
DECREASED542,418579,910-37,492-6%$26.0M$24.2M-$1.8M2026-10-13
Virtue Capital Management, LLC
DECREASED508,126637,860-129,734-20%$28.5M$22.6M-$5.9M2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED499,972469,326+30,646+7%$21.0M$22.3M+$1.3M2026-10-16
Capital Investment Counsel, LLC
INCREASED455,620439,221+16,399+4%$19.7M$20.3M+$651.8K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED446,966593,455-146,489-25%$26.6M$19.9M-$6.6M2026-10-16
Fairvoy Private Wealth, LLC
DECREASED345,999359,184-13,185-4%$16.1M$15.4M-$652.3K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED293,982288,510+5,472+2%$12.9M$13.1M+$192.0K2026-11-02
Exchange Traded Concepts, LLC
INCREASED259,648232,110+27,538+12%$10.4M$11.6M+$1.2M2026-10-28
Davenport & Co LLC
INCREASED248,687235,032+13,655+6%$10.5M$11.1M+$566.3K2026-10-14
Nilsine Partners, LLC
INCREASED221,043212,769+8,274+4%$9.5M$9.9M+$330.5K2026-11-02
Commonwealth Equity Services, LLC
INCREASED203,821161,876+41,945+26%$7.2M$9.1M+$1.8M2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED201,798206,573-4,775-2%$9.2M$9.0M-$250.0K2026-10-27
CoreCap Advisors, LLC
INCREASED181,832142,146+39,686+28%$6.4M$8.1M+$1.7M2026-10-08
Lake Street Private Wealth, LLC
INCREASED173,796157,228+16,568+11%$7.0M$7.7M+$710.3K2026-10-22
Fairway Financial, LLC
INCREASED162,246136,173+26,073+19%$6.1M$7.2M+$1.1M2026-10-20
Chicago Partners Investment Group LLC
INCREASED147,926140,891+7,035+5%$6.3M$6.6M+$261.0K2026-10-27
Prospera Financial Services Inc
INCREASED141,760133,955+7,805+6%$6.0M$6.3M+$312.0K2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED138,670138,67000%$6.2K$6.2M+$6.2M2026-10-13
Kestra Advisory Services, LLC
INCREASED118,788100,086+18,702+19%$4.5M$5.3M+$815.5K2026-11-02
Clear Creek Financial Management, LLC
DECREASED118,521179,524-61,003-34%$8.0M$5.3M-$2.8M2026-10-28
Fifth Third Securities, Inc.
INCREASED106,988106,912+76+0%$4.8M$4.8M-$15.8K2026-10-21
Sacks & Associates, LLC
INCREASED104,930104,910+20+0%$4.7M$4.7M-$27.4K2026-10-09
Pinnacle Associates LTD
INCREASED98,67546,185+52,490+114%$2.1M$4.4M+$2.3M2026-10-20
New England Private Wealth Advisors LLC
INCREASED88,98587,657+1,328+2%$3.9M$4.0M+$43.4K2026-10-19
Colorado Capital Management, Inc.
INCREASED87,65486,128+1,526+2%$3.9K$3.9M+$3.9M2026-10-15
Aurora Private Wealth, Inc.
INCREASED85,22384,102+1,121+1%$3.8M$3.8M+$34.0K2026-10-20
True Blue Financial, LLC
INCREASED81,28076,879+4,401+6%$3.4M$3.6M+$182.3K2026-10-15
Park Avenue Securities LLC
INCREASED77,67568,727+8,948+13%$3.1M$3.5M+$386.0K2026-10-26
Aspen Investment Management Inc
INCREASED72,73672,334+402+1%$3.2K$3.2M+$3.2M2026-11-05
Assetmark, Inc
INCREASED72,15447,297+24,857+53%$2.1M$3.2M+$1.1M2026-10-21
Flagstar Securities, Inc
INCREASED67,09366,988+105+0%$3.0M$3.0M-$7.4K2026-10-15
Basso Capital Management, L.P.
NEW67,037—+67,037——$3.0M—2026-10-30
Thryve Wealth Management LLC
DECREASED66,32067,798-1,478-2%$3.0M$3.0M-$78.1K2026-10-09
RFG Advisory, LLC
INCREASED62,13256,871+5,261+9%$2.5M$2.8M+$224.2K2026-11-03
D.A. Davidson & Co.
INCREASED61,56061,414+146+0%$2.7M$2.7M-$4.5K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED59,96156,436+3,525+6%$2.5M$2.7M+$141.0K2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED54,35453,643+711+1%$2.4M$2.4M+$22.0K2026-10-29
First Financial Group Corp
INCREASED54,24854,127+121+0%$2.4M$2.4M-$4.4K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED53,93244,535+9,397+21%$2.0M$2.4M+$412.8K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED49,91343,637+6,276+14%$2.0M$2.2M+$271.9K2026-10-13
Stenger Family Office, LLC
INCREASED48,37143,869+4,502+10%$2.0M$2.2M+$192.7K2026-10-22
Truist Financial Corp
INCREASED45,92445,134+790+2%$2.0M$2.0M+$27.1K2026-10-30
Oppenheimer & Co Inc
INCREASED45,89945,238+661+1%$2.0M$2.0M+$21.3K2026-10-26
Endowment Wealth Management, Inc.
INCREASED45,57739,232+6,345+16%$1.8M$2.0M+$275.8K2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED41,48278,613-37,131-47%$3.5M$1.8M-$1.7M2026-11-05
Ifrah Financial Services, Inc.
INCREASED40,75240,484+268+1%$1.8M$1.8M+$4.7K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED39,97515,000+24,975+167%$671.3K$1.8M+$1.1M2026-10-23
Fifth Third Bancorp
INCREASED38,57837,650+928+2%$1.7M$1.7M+$34.6K2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED37,95534,707+3,248+9%$1.6M$1.7M+$138.5K2026-10-15
TD Private Client Wealth LLC
INCREASED37,56231,919+5,643+18%$1.4M$1.7M+$245.8K2026-10-28
Yanni & Associates Investment Advisors, LLC
INCREASED36,04834,784+1,264+4%$1.6M$1.6M+$50.1K2026-10-14
Wagner Wealth Management, LLC
DECREASED35,86936,726-857-2%$1.6M$1.6M-$44.8K2026-10-21
Quad-Cities Investment Group, LLC
DECREASED29,67831,321-1,643-5%$1.4M$1.3M-$78.9K2026-10-16
Investors Research Corp
DECREASED27,87028,618-748-3%$1.3M$1.2M-$38.5K2026-10-07
Asset Allocation Strategies LLC
DECREASED27,82428,410-586-2%$1.3M$1.2M-$31.3K2026-10-20
Koshinski Asset Management, Inc.
INCREASED27,80324,679+3,124+13%$1.1M$1.2M+$134.8K2026-10-29
Compass Financial Management LLC
INCREASED27,58327,086+497+2%$1.2M$1.2M+$17.3K2026-10-30
Legacy Capital Wealth Partners, LLC
DECREASED25,63526,140-505-2%$1.2M$1.1M-$27.2K2026-10-21
Andina Capital Management, LLC
DECREASED24,50526,124-1,619-6%$1.2M$1.1M-$76.9K2026-10-21
Creative Planning
INCREASED23,8106,037+17,773+294%$270.2K$1.1M+$791.1K2026-11-02
Wedbush Securities Inc
DECREASED23,57523,706-131-1%$1.1M$1.1M-$10.0K2026-10-22
TrueWealth Advisors, LLC
DECREASED23,42723,777-350-1%$1.1M$1.0M-$19.9K2026-10-09
Capital Investment Advisory Services, LLC
DECREASED22,79923,723-924-4%$1.1M$1.0M-$45.4K2026-10-30
MGO One Seven LLC
INCREASED22,56222,145+417+2%$991.0K$1.0M+$14.6K2026-10-28
HBW Advisory Services LLC
DECREASED22,24536,500-14,255-39%$1.6M$991.5K-$641.9K2026-10-15
Financial Partners Group, Inc
UNCHANGED21,84321,84300%$977.5K$973.5K-$3.9K2026-10-19
Strategic Blueprint, LLC
INCREASED20,47419,506+968+5%$872.9K$912.5K+$39.6K2026-10-22
United Advisor Group, LLC
NEW20,259—+20,259——$902.9K—2026-11-03
TD Waterhouse Canada Inc.
INCREASED19,47715,477+4,000+26%$692.8K$868.7K+$175.9K2026-10-16
Tcfg Investment Advisors, LLC
DECREASED19,41819,759-341-2%$884.2K$865.5K-$18.8K2026-10-20
Integrated Advisors Network LLC
DECREASED16,15620,956-4,800-23%$937.8K$720.1K-$217.7K2026-10-20
Bison Wealth, LLC
DECREASED15,92716,300-373-2%$730.7K$710.8K-$19.9K2026-10-13
Curtis Advisory Group, LLC
UNCHANGED15,86315,86300%$709.9K$707.0K-$2.9K2026-10-28
Puff Wealth Management, LLC
DECREASED15,37818,515-3,137-17%$828.6K$685.4K-$143.2K2026-10-07
Private Trust Co NA
INCREASED14,87113,301+1,570+12%$595.2K$662.8K+$67.6K2026-10-20
Helium Advisors LLC
INCREASED14,85114,631+220+2%$654.8K$661.9K+$7.1K2026-10-23
Accel Wealth Management
DECREASED14,72116,678-1,957-12%$746.3K$656.1K-$90.2K2026-10-13
Atria Investments, Inc
INCREASED14,6839,207+5,476+59%$412.0K$654.4K+$242.4K2026-10-15
BAM Wealth Management, LLC
INCREASED14,36410,312+4,052+39%$461.5K$640.2K+$178.7K2026-10-15
Perryman Financial Advisory Inc
DECREASED14,04514,894-849-6%$666.5K$626.0K-$40.5K2026-10-16
Wagner Wealth Management, Corp
NEW13,781—+13,781——$614.2K—2026-10-20
Balefire, LLC
INCREASED13,62611,574+2,052+18%$517.9K$607.3K+$89.4K2026-10-09
Flaharty Asset Management, LLC
DECREASED13,61264,936-51,324-79%$2.9M$606.7K-$2.3M2026-11-02
Perigon Wealth Management, LLC
INCREASED13,46810,087+3,381+34%$451.4K$600.3K+$148.9K2026-10-22
Advisor OS, LLC
DECREASED12,35918,028-5,669-31%$806.8K$550.8K-$255.9K2026-11-03
Blueline Advisors LLC
DECREASED12,08012,097-170%$541.3K$538.4K-$2.9K2026-10-15
MRA Advisory Group
INCREASED11,54411,520+24+0%$515.5K$514.5K-$1.0K2026-10-07
WealthCare Investment Partners, LLC
DECREASED11,30412,300-996-8%$550.4K$503.8K-$46.6K2026-11-05
Northwest Wealth Management, LLC
DECREASED11,26312,043-780-6%$538.9K$502.0K-$36.9K2026-10-30
PW Nova Financial Services LLC
INCREASED10,91610,730+186+2%$480.2K$486.5K+$6.4K2026-10-15
Independent Financial Group, LLC
INCREASED10,7098,726+1,983+23%$390.5K$477.3K+$86.8K2026-10-13
Sowell Financial Services LLC
DECREASED10,68511,501-816-7%$514.7K$476.2K-$38.4K2026-10-23
Farther Finance Advisors, LLC
DECREASED10,59821,779-11,181-51%$974.6K$472.3K-$502.3K2026-10-08
Brookstone Capital Management
INCREASED10,3294,966+5,363+108%$222.2K$460.4K+$238.1K2026-10-22
Venture Visionary Partners LLC
UNCHANGED10,18510,18500%$455.8K$453.9K-$1.8K2026-10-07
Kestra Private Wealth Services, LLC
INCREASED10,0199,955+64+1%$445.5K$446.5K+$1.0K2026-10-30
J.W. Cole Advisors, Inc.
DECREASED9,3779,382-50%$419.8K$417.9K-$1.9K2026-11-05
Partners Wealth Management, LLC
NEW9,248—+9,248——$412.2K—2026-10-28
WBI Investments, LLC
INCREASED9,1918,383+808+10%$375.1K$409.6K+$34.5K2026-11-05
Sigma Planning Corp
INCREASED8,9488,870+78+1%$396.9K$398.8K+$1.9K2026-10-23
Bank of New York Mellon Corp
NEW8,672—+8,672——$386.5K—2026-11-05
Global Assets Advisory, LLC
UNCHANGED8,4458,44500%$377.9K$376.6K-$1.4K2026-10-28
Brighton Jones LLC
INCREASED8,4448,388+56+1%$375.4K$376.3K+$9682026-11-03
Spire Wealth Management
DECREASED8,0019,384-1,383-15%$419.9K$356.6K-$63.3K2026-10-30
Encompass More Asset Management
NEW7,716—+7,716——$343.9K—2026-10-16
Huntleigh Advisors, Inc.
DECREASED7,63387,433-79,800-91%$3.9M$340.2K-$3.6M2026-11-03
RVW Wealth, LLC
UNCHANGED7,5957,59500%$339.9K$338.5K-$1.4K2026-10-06
IFP Advisors, Inc
INCREASED7,3676,774+593+9%$303.1K$328.3K+$25.2K2026-10-16
Apollon Wealth Management, LLC
DECREASED7,3037,997-694-9%$357.9K$325.5K-$32.4K2026-10-23
Morey & Quinn Wealth Partners, LLC
DECREASED7,1509,244-2,094-23%$413.7K$318.7K-$95.0K2026-10-28
Virtus Wealth Solutions LLC
DECREASED7,1449,848-2,704-27%$440.7K$318.4K-$122.3K2026-11-03
Meridian Wealth Management, LLC
INCREASED7,1177,115+2+0%$318.4K$317.2K-$1.2K2026-11-05
Jacobi Capital Management LLC
INCREASED6,9796,904+75+1%$309.0K$311.1K+$2.1K2026-11-05
Arwa LLC
NEW6,605—+6,605——$294.4K—2026-10-21
Rhodes Investment Advisors Inc
INCREASED6,4755,475+1,000+18%$245.0K$288.6K+$43.6K2026-10-07
Castleview Partners, LLC
INCREASED6,4725,850+622+11%$261.8K$288.5K+$26.7K2026-10-09
Columbia Advisory Partners LLC
INCREASED6,2676,221+46+1%$278.4K$279.3K+$9302026-10-15
Iams Wealth Management, LLC
NEW6,232—+6,232——$277.8K—2026-10-15
Flagship Harbor Advisors, LLC
NEW5,944—+5,944——$264.9K—2026-10-26
Simplicity Wealth,LLC
DECREASED5,72415,031-9,307-62%$672.6K$255.1K-$417.5K2026-10-23
StoneX Group Inc.
NEW5,503—+5,503——$245.2K—2026-11-03
PVG Asset Management Corp
UNCHANGED5,0455,04500%$225.8K$224.9K-$9082026-10-19
Integrity Alliance, Llc.
NEW4,966—+4,966——$221.3K—2026-10-29
McAdam, LLC
INCREASED4,8914,647+244+5%$208.0K$218.0K+$10.0K2026-10-21
Purus Wealth Management, LLC
DECREASED4,8785,479-601-11%$245.2K$217.4K-$27.8K2026-10-15
Southland Equity Partners LLC
DECREASED4,6554,702-47-1%$210.4K$207.5K-$2.9K2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED4,6194,61900%$206.7K$205.9K-$8322026-10-26
PKS Advisory Services, LLC
UNCHANGED4,6094,60900%$206.2K$206.2K$02026-10-26
IVC Wealth Advisors LLC
DECREASED4,5645,010-446-9%$224.2K$203.4K-$20.8K2026-10-23
International Assets Investment Management, LLC
DECREASED4,5575,427-870-16%$243.0K$203.3K-$39.6K2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW4,505—+4,505——$200.8K—2026-10-27
Richardson Financial Services Inc.
UNCHANGED4,4834,48300%$200.6K$199.8K-$8082026-10-30
Roxbury Financial LLC
INCREASED3,0192,554+465+18%$114.3K$134.5K+$20.3K2026-10-01
Register Financial Advisors LLC
INCREASED2,8362,801+35+1%$125.4K$126.4K+$1.0K2026-10-23
Lanark Financial, Inc.
DECREASED2,7733,319-546-16%$148.5K$123.6K-$24.9K2026-10-26
SYM Financial Corp
NEW2,200—+2,200——$98.1K—2026-10-26
US Bancorp \de\
DECREASED1,2081,965-757-39%$87.9K$53.8K-$34.1K2026-11-05
Buck Wealth Strategies, LLC
INCREASED1,1501,148+2+0%$51.4K$51.3K-$1072026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED1,0901,09000%$48.8K$48.6K-$1972026-10-21
Creative Financial Designs Inc
INCREASED1,068670+398+59%$30.0K$47.6K+$17.6K2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED1,0501,05000%$47.0K$46.8K-$1892026-11-04
Archer Investment Corp
UNCHANGED1,0001,00000%$44.8K$44.6K-$1802026-11-05
Financial Network Wealth Advisors LLC
DECREASED8711,318-447-34%$59.0K$38.8K-$20.2K2026-10-28
Triumph Capital Management
UNCHANGED78878800%$35.3K$35.1K-$1422026-10-14
Raleigh Capital Management Inc.
DECREASED645670-25-4%$30.0K$28.7K-$1.3K2026-10-28
Larson Financial Group LLC
UNCHANGED60060000%$26.9K$26.7K-$1082026-11-05
CX Institutional
DECREASED443892-449-50%$40$20-$202026-10-02
NBT Bank, N.A.
UNCHANGED40040000%$17.9K$17.8K-$722026-10-21
Clayton Financial Group LLC
NEW366—+366——$16.3K—2026-10-13
Rossby Financial, LCC
INCREASED359324+35+11%$14.5K$16.0K+$1.5K2026-11-05
Signature Equity Partners, LLC
NEW322—+322——$14.4K—2026-10-29
Realta Investment Advisors
NEW272—+272——$12.1K—2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED27034+236+694%$1.5K$12.0K+$10.5K2026-11-02
Hughes Financial Services, LLC
UNCHANGED24024000%$10.7K$10.7K-$312026-10-30
Golden State Wealth Management, LLC
UNCHANGED22522500%$10.1K$10.0K-$402026-11-02
Tounjian Advisory Partners, LLC
INCREASED214167+47+28%$7.5K$9.6K+$2.1K2026-11-04
Cullen T Bankers, Inc.
NEW210—+210——$9.4K—2026-10-28
Wolff Wiese Magana LLC
INCREASED167165+2+1%$7.4K$7.5K+$822026-10-15
IMG Wealth Management, Inc.
DECREASED159201-42-21%$9.0K$7.1K-$1.9K2026-10-27
SBI Securities Co., Ltd.
INCREASED137109+28+26%$4.9K$6.1K+$1.2K2026-10-22
Parkside Financial Bank & Trust
UNCHANGED13013000%$5.8K$5.8K-$232026-10-27
Pacifica Partners Inc.
UNCHANGED969600%$4.3K$4.3K-$212026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED444400%$2.0K$2.0K-$72026-10-23
Elevation Wealth Partners, LLC
NEW40—+40——$1.8K—2026-10-07
Key Capital Management, Inc
INCREASED3719+18+95%$850$1.6K+$7992026-11-03
Central Trust Co
NEW29—+29——$1.3K—2026-11-05
Silver Grove Financial Group, Inc.
INCREASED2216+6+38%$716$981+$2652026-11-05
Mosley Wealth Management
UNCHANGED151500%$671$669-$22026-10-16
Lloyd Advisory Services, Llc.
INCREASED117+4+57%$317$499+$1822026-11-02
Key Client Fiduciary Advisors, LLC
CLOSED045,125-45,125-100%$2.0M$0-$2.0M2026-10-19
Boyce & Associates Wealth Consulting, Inc.
CLOSED021,790-21,790-100%$975.1K$0-$975.1K2026-10-14
Providence First Trust Co
CLOSED08,029-8,029-100%$359.3K$0-$359.3K2026-11-02
Global View Capital Management LLC
CLOSED04,711-4,711-100%$210.8K$0-$210.8K2026-10-28
Bullseye Investment Management, LLC
CLOSED02,442-2,442-100%$109.3K$0-$109.3K2026-10-29
Tucker Asset Management LLC
CLOSED01,843-1,843-100%$82.5K$0-$82.5K2026-10-29
Mascoma Wealth Management LLC
CLOSED060-60-100%$2.7K$0-$2.7K2026-10-23
Morgan Stanley
N/A—4,917,166-4,917,166-100%$220.0M———
LPL Financial LLC
N/A—2,785,802-2,785,802-100%$124.7M———
Wells Fargo & Company
N/A—1,669,953-1,669,953-100%$74.7M———
Royal Bank of Canada
N/A—1,503,098-1,503,098-100%$67.3M———
Bank of America Corp
N/A—1,467,308-1,467,308-100%$65.7M———
One Capital Management, LLC
N/A—1,439,544-1,439,544-100%$64.5M———
Raymond James Financial Inc
N/A—1,439,234-1,439,234-100%$64.4M———
First Trust Advisors LP
N/A—1,298,064-1,298,064-100%$58.0M———
UBS Group AG
N/A—937,444-937,444-100%$42.0M———
Envestnet Asset Management Inc
N/A—884,010-884,010-100%$39.6M———
Modern Wealth Management, LLC
N/A—767,322-767,322-100%$34.3M———
Focus Partners Wealth
N/A—669,136-669,136-100%$29.9M———
Hikari Tsushin, Inc.
N/A—570,196-570,196-100%$25.5M———
Cetera Investment Advisers
N/A—455,074-455,074-100%$20.4M———
Osaic Holdings, Inc.
N/A—378,082-378,082-100%$16.9M———
Stifel Financial Corp
N/A—362,078-362,078-100%$16.2M———
Harbor Advisory Corp
N/A—328,444-328,444-100%$14.7M———
NewEdge Advisors, LLC
N/A—300,787-300,787-100%$13.5M———
CNO Financial Group, Inc.
N/A—252,000-252,000-100%$11.3M———
HighTower Advisors, LLC
N/A—220,860-220,860-100%$9.9M———
Blackhawk Capital Partners, LLC
N/A—197,172-197,172-100%$8.8M———
MML Investors Services, LLC
N/A—195,171-195,171-100%$8.7M———
Private Advisor Group, LLC
N/A—179,019-179,019-100%$8.0M———
CacheTech Inc.
N/A—176,013-176,013-100%$7.9M———
RPg Family Wealth Advisory, LLC
N/A—164,965-164,965-100%$7.4M———
Adams Wealth Management
N/A—157,438-157,438-100%$7.0M———
&partners
N/A—154,050-154,050-100%$6.9M———
Petix & Botte Co
N/A—143,213-143,213-100%$6.4M———
Rockefeller Capital Management L.P.
N/A—138,827-138,827-100%$6.2M———
Vestmark Advisory Solutions, Inc.
N/A—122,464-122,464-100%$5.5M———
Harbour Investments, Inc.
N/A—113,687-113,687-100%$5.1M———
Kovack Advisors, Inc.
N/A—111,551-111,551-100%$5.0M———
JPMorgan Chase & Co
N/A—110,168-110,168-100%$4.9M———
Arax Advisory Partners
N/A—109,439-109,439-100%$4.9M———
Mission Hills Financial Advisory, LLC
N/A—100,724-100,724-100%$4.5M———
WMS Group LLC
N/A—99,841-99,841-100%$4.5M———
Trustmark Bank Trust Department
N/A—89,000-89,000-100%$4.0M———
Savant Capital, LLC
N/A—88,755-88,755-100%$4.0M———
PCG Wealth Advisors, LLC
N/A—88,716-88,716-100%$4.0M———
Snowden Capital Advisors LLC
N/A—84,954-84,954-100%$3.8M———
OneDigital Investment Advisors LLC
N/A—83,799-83,799-100%$3.8M———
Oder Investment Management, LLC
N/A—76,655-76,655-100%$3.4M———
Private Advisory Group LLC
N/A—74,920-74,920-100%$3.4M———
Sanctuary Advisors, LLC
N/A—72,392-72,392-100%$3.2M———
Kingsview Wealth Management, LLC
N/A—66,297-66,297-100%$3.0M———
Valmark Advisers, Inc.
N/A—64,429-64,429-100%$2.9M———
Impact Partnership Wealth, LLC
N/A—64,211-64,211-100%$2.9M———
Harvest Investment Services, LLC
N/A—62,915-62,915-100%$2.8M———
Trinity Legacy Partners, LLC
N/A—59,279-59,279-100%$2.7M———
SageView Advisory Group, LLC
N/A—56,727-56,727-100%$2.5M———
Captrust Financial Advisors
N/A—51,030-51,030-100%$2.3M———
BFC Planning, Inc.
N/A—47,560-47,560-100%$2.1M———
Waverly Advisors, LLC
N/A—47,524-47,524-100%$2.1M———
Garden State Investment Advisory Services LLC
N/A—46,490-46,490-100%$2.1M———
Arete Wealth Advisors, LLC
N/A—45,067-45,067-100%$2.0M———
Twin Peaks Wealth Advisors, LLC
N/A—44,613-44,613-100%$2.0M———
MAI Capital Management
N/A—40,215-40,215-100%$1.8M———
Jones Financial Companies Lllp
N/A—39,387-39,387-100%$1.8M———
Envestnet Portfolio Solutions, Inc.
N/A—39,043-39,043-100%$1.7M———
Presidio Capital Management, LLC
N/A—38,433-38,433-100%$1.7M———
Mariner, LLC
N/A—38,015-38,015-100%$1.7M———
Trivium Point Advisory, LLC
N/A—37,562-37,562-100%$1.7M———
Janney Montgomery Scott LLC
N/A—36,507-36,507-100%$1.6M———
Coastwise Capital Group, LLC
N/A—34,211-34,211-100%$1.5M———
Prosperity Consulting Group, LLC
N/A—33,470-33,470-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—32,914-32,914-100%$1.5M———
Coppell Advisory Solutions LLC
N/A—32,799-32,799-100%$38———
Mercer Global Advisors Inc
N/A—29,942-29,942-100%$1.3M———
WCG Wealth Advisors LLC
N/A—29,786-29,786-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—28,190-28,190-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—27,010-27,010-100%$1.2M———
Western Wealth Management, LLC
N/A—26,270-26,270-100%$1.2M———
Plotkin Financial Advisors, LLC
N/A—25,930-25,930-100%$1.2M———
Legacy Wealth Managment, LLC
N/A—24,990-24,990-100%$1.1M———
Geneos Wealth Management Inc.
N/A—24,905-24,905-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—24,218-24,218-100%$1.1M———
Susquehanna International Group, LLP
N/A—24,057-24,057-100%$1.1M———
Integrity Financial Corp
N/A—23,410-23,410-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—23,311-23,311-100%$1.0M———
Sandro Wealth Management LLC
N/A—21,671-21,671-100%$969.8K———
Bank of Montreal
N/A—19,603-19,603-100%$877.2K———
Steward Partners Investment Advisory, LLC
N/A—18,943-18,943-100%$847.7K———
L & S Advisors Inc
N/A—18,607-18,607-100%$832.7K———
Principal Securities, Inc.
N/A—18,575-18,575-100%$831.2K———
NewEdge Wealth, LLC
N/A—18,199-18,199-100%$814.4K———
Wealthfront Advisers LLC
N/A—17,503-17,503-100%$783.3K———
Gladstone Institutional Advisory LLC
N/A—17,457-17,457-100%$781.2K———
OneAscent Wealth Management LLC
N/A—14,861-14,861-100%$665.0K———
Jaffetilchin Investment Partners, LLC
N/A—14,766-14,766-100%$660.8K———
Moors & Cabot, Inc.
N/A—14,701-14,701-100%$657.9K———
Proactive Wealth Strategies LLC
N/A—13,864-13,864-100%$620.4K———
Wealth Watch Advisors, Inc
N/A—13,396-13,396-100%$599.5K———
Baird Financial Group, Inc.
N/A—13,387-13,387-100%$599.1K———
Equitable Holdings, Inc.
N/A—12,656-12,656-100%$566.4K———
Advisory Services Network, LLC
N/A—12,357-12,357-100%$553.0K———
Focus Partners Advisor Solutions, LLC
N/A—12,104-12,104-100%$541.7K———
UBS Asset Management Americas LLC
N/A—11,242-11,242-100%$503.1K———
Mutual Advisors, LLC
N/A—11,101-11,101-100%$496.8K———
Pine Valley Investments Ltd Liability Co
N/A—10,992-10,992-100%$491.9K———
Cozad Asset Management Inc
N/A—10,945-10,945-100%$489.8K———
Global Retirement Partners, LLC
N/A—10,586-10,586-100%$473.7K———
Capital Analysts, LLC
N/A—10,448-10,448-100%$468.0K———
Summit Financial, LLC
N/A—10,084-10,084-100%$451.3K———
American Financial Advisors, LLC
N/A—9,708-9,708-100%$434.5K———
FSB Premier Wealth Management, Inc.
N/A—9,493-9,493-100%$424.8K———
Stratos Wealth Partners, Ltd.
N/A—9,464-9,464-100%$423.5K———
Beaton Management Co. Inc.
N/A—9,450-9,450-100%$423.0K———
Octavia Wealth Advisors, LLC
N/A—9,270-9,270-100%$414.8K———
Betterment LLC
N/A—9,164-9,164-100%$410.0K———
Hilltop Holdings Inc.
N/A—8,462-8,462-100%$378.7K———
Tower Research Capital LLC (TRC)
N/A—7,412-7,412-100%$331.7K———
Benjamin Edwards Inc
N/A—7,143-7,143-100%$319.7K———
Arkadios Wealth Advisors
N/A—7,026-7,026-100%$314.4K———
Argent Trust Co
N/A—7,000-7,000-100%$313.3K———
AE Wealth Management LLC
N/A—6,786-6,786-100%$303.7K———
World Investment Advisors
N/A—6,649-6,649-100%$297.6K———
Integrated Wealth Concepts LLC
N/A—6,388-6,388-100%$285.9K———
Zacks Investment Management
N/A—5,825-5,825-100%$260.7K———
Perissos Private Wealth Management, LLC
N/A—5,603-5,603-100%$250.7K———
Kinetic Wealth Investment Advisors LLC
N/A—5,555-5,555-100%$248.6K———
Icon Wealth Advisors, LLC
N/A—5,453-5,453-100%$244.0K———
Mayflower Financial Advisors, LLC
N/A—5,402-5,402-100%$241.7K———
Stephens Inc
N/A—5,318-5,318-100%$238.0K———
National Bank of Canada
N/A—5,280-5,280-100%$236.0K———
IFG Advisory, LLC
N/A—5,259-5,259-100%$235.3K———
Gateway Wealth Partners, LLC
N/A—5,067-5,067-100%$226.7K———
Keel Point, LLC
N/A—4,875-4,875-100%$218.2K———
IHT Wealth Management, LLC
N/A—4,676-4,676-100%$209.2K———
Qube Research & Technologies Ltd
N/A—4,025-4,025-100%$180.1K———
Consultiva Wealth Management, Corp.
N/A—2,916-2,916-100%$130.5K———
Topsail Wealth Management, LLC
N/A—2,825-2,825-100%$126.4K———
Mpwm Advisory Solutions, LLC
N/A—2,006-2,006-100%$89.8K———
Sachetta, LLC
N/A—632-632-100%$28.3K———
Fiduciary Financial Advisors
N/A—627-627-100%$28.0K———
Continuum Advisory, LLC
N/A—616-616-100%$27.6K———
Bartlett & Co. Wealth Management LLC
N/A—545-545-100%$24.4K———
Aptus Capital Advisors, LLC
N/A—401-401-100%$17.9K———
Smartleaf Asset Management LLC
N/A—376-376-100%$16.8K———
Rothschild Investment LLC
N/A—361-361-100%$16.2K———
Medallion Wealth Advisors, LLC
N/A—315-315-100%$14.1K———
BlackRock, Inc.
N/A—310-310-100%$13.9K———
FMR LLC
N/A—303-303-100%$13.6K———
Millstone Evans Group, LLC
N/A—276-276-100%$12.4K———
Clearstead Advisors, LLC
N/A—272-272-100%$12.2K———
Blair William & Co
N/A—268-268-100%$12.0K———
Marshall Investment Management, LLC
N/A—146-146-100%$6.5K———
Founders Financial Alliance, LLC
N/A—125-125-100%$5.6K———
Synergy Investment Management, LLC
N/A—112-112-100%$5.0K———
Caitlin John, LLC
N/A—69-69-100%$3.1K———
Huntington National Bank
N/A—1-1-100%$45———
Showing 328 of 328 institutions