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FT Vest Rising Dividend Achi (RDVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares2,121,503 from 2,080,391
Change+41,112 (+2%)
Value$59.1M (-$2.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares1,625,541 from 1,377,615
Change+247,926 (+18%)
Value$45.3M (+$4.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares994,035 from 941,301
Change+52,734 (+6%)
Value$27.7M (+$40.0K)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares856,465 from 852,753
Change+3,712 (+0%)
Value$23.9M (-$1.2M)
Filed 2026-10-20
Park National Corp
DECREASED
Shares703,618 from 711,228
Change-7,610 (-1%)
Value$19.6M (-$1.3M)
Filed 2026-10-05
Bullseye Investment Management, LLC
INCREASED
Shares645,845 from 609,066
Change+36,779 (+6%)
Value$18.0M (+$99.6K)
Filed 2026-10-29
Summit Financial Wealth Advisors, LLC
INCREASED
Shares620,073 from 406,865
Change+213,208 (+52%)
Value$17.3M (+$5.3M)
Filed 2026-10-15
VestGen Advisors, LLC
INCREASED
Shares565,072 from 545,359
Change+19,713 (+4%)
Value$15.8M (-$279.3K)
Filed 2026-10-27
Adamsbrown Wealth Consultants LLC
DECREASED
Shares564,582 from 686,102
Change-121,520 (-18%)
Value$15.7M (-$4.4M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares532,560 from 517,800
Change+14,760 (+3%)
Value$15.0M (-$7.6K)
Filed 2026-10-13
Cooper Capital Advisors LLC
INCREASED
Shares508,538 from 486,689
Change+21,849 (+4%)
Value$14.2M (-$130.6K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
DECREASED
Shares492,160 from 506,641
Change-14,481 (-3%)
Value$13.7M (-$1.2M)
Filed 2026-10-22
Clarus Group, Inc.
INCREASED
Shares432,705 from 425,643
Change+7,062 (+2%)
Value$12.1M (-$450.1K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares404,292 from 423,807
Change-19,515 (-5%)
Value$11.3M (-$1.2M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares402,759 from 362,301
Change+40,458 (+11%)
Value$11.2M (+$577.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares397,180 from 360,184
Change+36,996 (+10%)
Value$11.1M (+$484.0K)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares349,433 from 349,706
Change-273 (0%)
Value$9.7M (-$539.2K)
Filed 2026-10-23
Echo Wealth Management, LLC
INCREASED
Shares345,534 from 330,875
Change+14,659 (+4%)
Value$9.6M (-$94.2K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
INCREASED
Shares312,491 from 294,973
Change+17,518 (+6%)
Value$8.7M (+$217.0K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares302,969 from 215,085
Change+87,884 (+41%)
Value$8.4M (+$2.1M)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares302,108 from 714,319
Change-412,211 (-58%)
Value$8.5M (-$12.5M)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares300,761 from 257,160
Change+43,601 (+17%)
Value$8.4M (+$824.7K)
Filed 2026-11-03
Aurora Private Wealth, Inc.
INCREASED
Shares270,272 from 257,278
Change+12,994 (+5%)
Value$7.5M (-$29.0K)
Filed 2026-10-20
Atlas Private Wealth Advisors
DECREASED
Shares267,293 from 284,512
Change-17,219 (-6%)
Value$7.5M (-$912.5K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares249,561 from 239,480
Change+10,081 (+4%)
Value$7.0M (-$83.0K)
Filed 2026-10-16
James T. Borello RIA
INCREASED
Shares215,807 from 156,967
Change+58,840 (+37%)
Value$6.0M (+$1.4M)
Filed 2026-10-16
RiverTree Advisors, LLC
INCREASED
Shares211,376 from 174,809
Change+36,567 (+21%)
Value$5.9M (+$753.8K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares208,711 from 187,978
Change+20,733 (+11%)
Value$5.8M (+$292.3K)
Filed 2026-10-14
Meadow Creek Wealth Advisors LLC
INCREASED
Shares194,356 from 181,531
Change+12,825 (+7%)
Value$5.4M (+$81.6K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares193,732 from 209,963
Change-16,231 (-8%)
Value$5.4M (-$771.7K)
Filed 2026-11-04
Buska Wealth Management, LLC
INCREASED
Shares191,803 from 107,379
Change+84,424 (+79%)
Value$5.3M (+$2.2M)
Filed 2026-10-08
StoneCrest Wealth Management, Inc.
INCREASED
Shares182,774 from 180,277
Change+2,497 (+1%)
Value$5.1M (-$204.4K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares178,215 from 171,840
Change+6,375 (+4%)
Value$5.0M (-$81.3K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares177,823 from 174,242
Change+3,581 (+2%)
Value$5.0M (-$164.9K)
Filed 2026-10-30
Trueblood Wealth Management, LLC
DECREASED
Shares173,205 from 174,899
Change-1,694 (-1%)
Value$4.8M (-$313.1K)
Filed 2026-10-23
Semus Wealth Partners LLC
INCREASED
Shares172,512 from 153,022
Change+19,490 (+13%)
Value$4.8M (+$310.8K)
Filed 2026-10-22
Langley Wealth Management, LLC
INCREASED
Shares170,842 from 137,795
Change+33,047 (+24%)
Value$4.8M (+$711.9K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares169,569 from 151,710
Change+17,859 (+12%)
Value$4.7M (+$267.3K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares169,171 from 162,842
Change+6,329 (+4%)
Value$4.7M (-$71.1K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
INCREASED
Shares168,771 from 161,312
Change+7,459 (+5%)
Value$4.7M (-$37.2K)
Filed 2026-10-29
Centerpoint Advisory Group
INCREASED
Shares164,525 from 125,462
Change+39,063 (+31%)
Value$4.6M (+$898.4K)
Filed 2026-10-23
G&S Capital LLC
DECREASED
Shares159,702 from 160,757
Change-1,055 (-1%)
Value$4.5M (-$273.8K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares159,106 from 130,550
Change+28,556 (+22%)
Value$4.4M (+$597.7K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares156,711 from 142,520
Change+14,191 (+10%)
Value$4.4M (+$179.0K)
Filed 2026-10-19
Accel Wealth Management
INCREASED
Shares155,662 from 141,030
Change+14,632 (+10%)
Value$4.3M (+$193.6K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares153,283 from 163,866
Change-10,583 (-6%)
Value$4.3M (-$544.1K)
Filed 2026-10-28
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares148,661 from 74,107
Change+74,554 (+101%)
Value$4.1M (+$2.0M)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares136,948 from 97,103
Change+39,845 (+41%)
Value$3.8M (+$963.3K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares130,186 from 125,163
Change+5,023 (+4%)
Value$3.6M (-$50.2K)
Filed 2026-10-30
KPP Advisory Services LLC
INCREASED
Shares108,563 from 107,221
Change+1,342 (+1%)
Value$3.0M (-$125.6K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares106,540 from 94,808
Change+11,732 (+12%)
Value$3.0M (+$183.0K)
Filed 2026-10-22
Beacon Financial Group
INCREASED
Shares105,708 from 98,952
Change+6,756 (+7%)
Value$2.9M (+$38.0K)
Filed 2026-10-19
Integrity Alliance, Llc.
INCREASED
Shares104,679 from 39,685
Change+64,994 (+164%)
Value$2.9M (+$1.8M)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares97,456 from 93,210
Change+4,246 (+5%)
Value$2.7M (-$23.3K)
Filed 2026-10-22
Vima LLC
INCREASED
Shares93,120 from 89,567
Change+3,553 (+4%)
Value$2.6M (-$37.1K)
Filed 2026-10-23
Advisory Advocates, LLC
INCREASED
Shares88,548 from 85,403
Change+3,145 (+4%)
Value$2.5M (-$42.1K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares88,096 from 60,800
Change+27,296 (+45%)
Value$2.5M (+$668.6K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
INCREASED
Shares86,832 from 69,985
Change+16,847 (+24%)
Value$2.4M (+$363.3K)
Filed 2026-10-30
Catalyst Investment Management LLC
NEW
Shares85,831
Change+85,831
Value$2.4M
Filed 2026-10-21
Balboa Wealth Partners
INCREASED
Shares80,495 from 80,396
Change+99 (+0%)
Value$2.2M (-$119.4K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares75,554 from 74,070
Change+1,484 (+2%)
Value$2.1M (-$71.2K)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares75,332 from 73,215
Change+2,117 (+3%)
Value$2.1M (-$52.3K)
Filed 2026-10-14
Advisor OS, LLC
INCREASED
Shares74,540 from 28,140
Change+46,400 (+165%)
Value$2.1M (+$1.3M)
Filed 2026-11-03
John W. Brooker & Co., CPAs
INCREASED
Shares73,649 from 64,203
Change+9,446 (+15%)
Value$2.1M (+$165.8K)
Filed 2026-10-21
International Assets Investment Management, LLC
INCREASED
Shares73,095 from 65,687
Change+7,408 (+11%)
Value$2.1M (+$137.6K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
INCREASED
Shares68,524 from 66,688
Change+1,836 (+3%)
Value$1.9M (-$50.2K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares68,031 from 53,451
Change+14,580 (+27%)
Value$1.9M (+$325.3K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
NEW
Shares67,814
Change+67,814
Value$1.9M
Filed 2026-10-13
Milestone Asset Management, LLC
INCREASED
Shares65,993 from 56,054
Change+9,939 (+18%)
Value$1.8M (+$191.9K)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares65,810 from 65,810
Change0 (0%)
Value$1.8M (-$100.0K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares64,137 from 63,591
Change+546 (+1%)
Value$1.8M (-$80.0K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares64,077 from 57,421
Change+6,656 (+12%)
Value$1.8M (+$98.3K)
Filed 2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED
Shares58,886 from 55,544
Change+3,342 (+6%)
Value$1.6M (+$8.7K)
Filed 2026-10-21
Winnacle Wealth LLC
INCREASED
Shares56,634 from 41,167
Change+15,467 (+38%)
Value$1.6M (+$368.6K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares56,160 from 58,535
Change-2,375 (-4%)
Value$1.6M (-$155.2K)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares54,693 from 51,258
Change+3,435 (+7%)
Value$1.5M (+$17.9K)
Filed 2026-11-05
Next Level Private LLC
INCREASED
Shares54,062 from 49,650
Change+4,412 (+9%)
Value$1.5M (+$47.5K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares53,776 from 57,313
Change-3,537 (-6%)
Value$1.5M (-$185.7K)
Filed 2026-11-02
Core Wealth Partners LLC
INCREASED
Shares53,551 from 52,531
Change+1,020 (+2%)
Value$1.5M (-$51.4K)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares51,205 from 43,226
Change+7,979 (+18%)
Value$1.4M (+$156.8K)
Filed 2026-11-04
Asset Allocation Strategies LLC
INCREASED
Shares50,296 from 41,864
Change+8,432 (+20%)
Value$1.4M (+$171.4K)
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
INCREASED
Shares48,494 from 48,008
Change+486 (+1%)
Value$1.4M (-$59.4K)
Filed 2026-10-27
Insight Advisors, LLC/ PA
INCREASED
Shares44,830 from 42,807
Change+2,023 (+5%)
Value$1.2M (-$8.7K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares44,543 from 43,935
Change+608 (+1%)
Value$1.2M (-$49.8K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares43,960 from 34,313
Change+9,647 (+28%)
Value$1.2M (+$216.8K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares41,025 from 41,025
Change0 (0%)
Value$1.1M (-$62.4K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares40,848 from 42,786
Change-1,938 (-5%)
Value$1.1M (-$119.1K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares38,546 from 23,508
Change+15,038 (+64%)
Value$1.1M (+$383.5K)
Filed 2026-11-05
Formidable Asset Management, LLC
INCREASED
Shares36,135 from 30,635
Change+5,500 (+18%)
Value$1.1M (+$279.6K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares35,723 from 35,523
Change+200 (+1%)
Value$995.9K (-$48.4K)
Filed 2026-10-08
Stirlingshire Investments, Inc.
INCREASED
Shares32,292 from 21,347
Change+10,945 (+51%)
Value$900.3K (+$272.7K)
Filed 2026-11-05
Signature Equity Partners, LLC
DECREASED
Shares30,905 from 30,988
Change-83 (0%)
Value$861.6K (-$49.4K)
Filed 2026-10-29
Chilton Capital Management LLC
DECREASED
Shares30,798 from 30,898
Change-100 (0%)
Value$858.6K (-$49.8K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
INCREASED
Shares30,674 from 17,093
Change+13,581 (+79%)
Value$855.2K (+$352.7K)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares30,342 from 30,439
Change-97 (0%)
Value$845.9K (-$49.0K)
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares29,835 from 31,490
Change-1,655 (-5%)
Value$843.0K (-$77.4K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares29,807 from 25,999
Change+3,808 (+15%)
Value$831.0K (+$66.6K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
DECREASED
Shares29,788 from 31,816
Change-2,028 (-6%)
Value$830.5K (-$104.9K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares29,558 from 29,551
Change+7 (+0%)
Value$824.1K (-$44.7K)
Filed 2026-10-20
Integrated Advisors Network LLC
INCREASED
Shares29,239 from 28,204
Change+1,035 (+4%)
Value$815.2K (-$14.0K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
INCREASED
Shares28,208 from 26,785
Change+1,423 (+5%)
Value$786.4K (-$1.0K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
NEW
Shares26,507
Change+26,507
Value$739.0K
Filed 2026-11-05
National Wealth Management Group, LLC
INCREASED
Shares26,248 from 20,553
Change+5,695 (+28%)
Value$731.8K (+$127.5K)
Filed 2026-10-26
Novem Group
DECREASED
Shares25,889 from 25,940
Change-51 (0%)
Value$721.8K (-$40.8K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares25,790 from 21,544
Change+4,246 (+20%)
Value$719.0K (+$85.6K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares25,567 from 26,609
Change-1,042 (-4%)
Value$712.8K (-$69.5K)
Filed 2026-10-26
TKG Advisors, LLC
DECREASED
Shares24,433 from 24,434
Change-1 (0%)
Value$681.2K (-$37.2K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares24,197 from 23,164
Change+1,033 (+4%)
Value$674.6K (-$6.4K)
Filed 2026-10-21
MSH Capital Advisors LLC
INCREASED
Shares23,558 from 15,485
Change+8,073 (+52%)
Value$656.8K (+$201.5K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares22,373 from 17,758
Change+4,615 (+26%)
Value$632.0K (+$113.5K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares20,661 from 21,563
Change-902 (-4%)
Value$583.7K (-$50.3K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares19,608 from 17,131
Change+2,477 (+14%)
Value$546.7K (+$46.3K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares18,824 from 16,553
Change+2,271 (+14%)
Value$524.8K (+$38.2K)
Filed 2026-10-16
QTR Family Wealth, LLC
DECREASED
Shares17,556 from 34,677
Change-17,121 (-49%)
Value$489.4K (-$530.1K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares17,533 from 16,564
Change+969 (+6%)
Value$488.8K (+$1.8K)
Filed 2026-10-19
HBW Advisory Services LLC
DECREASED
Shares16,961 from 17,386
Change-425 (-2%)
Value$472.9K (-$38.3K)
Filed 2026-10-15
Whipplewood Advisors, LLC
DECREASED
Shares16,435 from 21,256
Change-4,821 (-23%)
Value$458.2K (-$166.7K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares15,976 from 15,974
Change+2 (+0%)
Value$445.4K (-$24.2K)
Filed 2026-10-08
1834 Investment Advisors Co
NEW
Shares15,952
Change+15,952
Value$444.7K
Filed 2026-10-16
Ignite Planners, LLC
INCREASED
Shares15,585 from 15,342
Change+243 (+2%)
Value$434.5K (-$16.5K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
INCREASED
Shares15,247 from 14,926
Change+321 (+2%)
Value$425.1K (-$13.8K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares14,766 from 7,610
Change+7,156 (+94%)
Value$411.7K (+$188.0K)
Filed 2026-10-29
Tortuga Wealth Management, Inc
INCREASED
Shares14,623 from 13,225
Change+1,398 (+11%)
Value$407.8K (+$18.9K)
Filed 2026-10-27
Southland Equity Partners LLC
NEW
Shares13,754
Change+13,754
Value$383.5K
Filed 2026-10-14
WealthTrust Asset Management, LLC
UNCHANGED
Shares13,127 from 13,127
Change0 (0%)
Value$366.0K (-$20.0K)
Filed 2026-10-22
Bank of New York Mellon Corp
NEW
Shares13,124
Change+13,124
Value$365.9K
Filed 2026-11-05
Gerald Baker Financial Group LLC
INCREASED
Shares12,609 from 12,365
Change+244 (+2%)
Value$351.5K (-$12.0K)
Filed 2026-10-09
Alessandra Capital Management, LLC
INCREASED
Shares11,900 from 9,400
Change+2,500 (+27%)
Value$331.8K (+$55.4K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
INCREASED
Shares11,187 from 9,331
Change+1,856 (+20%)
Value$311.9K (+$37.6K)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares10,520 from 9,199
Change+1,321 (+14%)
Value$293.3K (+$22.9K)
Filed 2026-10-08
Wespac Advisors SoCal, LLC
INCREASED
Shares10,376 from 10,117
Change+259 (+3%)
Value$289.3K (-$8.2K)
Filed 2026-10-13
Chris Bulman Inc
INCREASED
Shares10,166 from 10,147
Change+19 (+0%)
Value$283.4K (-$14.9K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares10,076 from 37,868
Change-27,792 (-73%)
Value$280.9K (-$832.4K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares9,868 from 8,679
Change+1,189 (+14%)
Value$275.1K (+$20.0K)
Filed 2026-11-05
Ergawealth Advisors, Inc.
DECREASED
Shares9,569 from 9,749
Change-180 (-2%)
Value$266.8K (-$19.9K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
INCREASED
Shares9,355 from 7,000
Change+2,355 (+34%)
Value$260.8K (+$55.0K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares9,173 from 9,173
Change0 (0%)
Value$71.2K (+$26.0K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED
Shares9,149 from 9,358
Change-209 (-2%)
Value$255.1K (-$20.1K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares9,023 from 8,985
Change+38 (+0%)
Value$251.6K (-$12.6K)
Filed 2026-10-16
Rhodes Investment Advisors Inc
DECREASED
Shares8,425 from 9,125
Change-700 (-8%)
Value$234.9K (-$33.4K)
Filed 2026-10-07
Northwest Wealth Advisors, LLC
INCREASED
Shares8,247 from 8,188
Change+59 (+1%)
Value$229.9K (-$10.8K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares8,243
Change+8,243
Value$229.8K
Filed 2026-11-03
First Business Financial Services, Inc.
UNCHANGED
Shares8,052 from 8,052
Change0 (0%)
Value$224.5K (-$12.2K)
Filed 2026-10-29
Mattern Wealth Management LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$223.0K (-$12.2K)
Filed 2026-11-04
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares7,696 from 7,697
Change-1 (0%)
Value$214.6K (-$11.7K)
Filed 2026-10-15
Synergy Asset Management, LLC
DECREASED
Shares7,684 from 8,588
Change-904 (-11%)
Value$214.2K (-$38.3K)
Filed 2026-11-05
Treasure Coast Financial Planning
UNCHANGED
Shares7,576 from 7,576
Change0 (0%)
Value$211.2K (-$11.5K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$211.7K (-$8.9K)
Filed 2026-10-22
Winebrenner Capital Management LLC
DECREASED
Shares7,304 from 7,872
Change-568 (-7%)
Value$203.6K (-$27.8K)
Filed 2026-10-07
SYM Financial Corp
NEW
Shares7,000
Change+7,000
Value$195.2K
Filed 2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED
Shares6,443 from 6,443
Change0 (0%)
Value$179.6K (-$9.8K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares5,600 from 3,655
Change+1,945 (+53%)
Value$156.1K (+$48.7K)
Filed 2026-10-13
IMG Wealth Management, Inc.
INCREASED
Shares5,473 from 5,364
Change+109 (+2%)
Value$152.6K (-$5.1K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares5,447 from 5,413
Change+34 (+1%)
Value$151.9K (-$7.3K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares5,025
Change+5,025
Value$140.1K
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$128.2K (-$7.0K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$110.0K (-$6.0K)
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares3,485 from 4,521
Change-1,036 (-23%)
Value$97.2K (-$35.8K)
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares3,261
Change+3,261
Value$90.9K
Filed 2026-11-05
Wagner Wealth Management, LLC
DECREASED
Shares3,070 from 3,881
Change-811 (-21%)
Value$85.6K (-$28.5K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$57.2K (-$3.1K)
Filed 2026-10-07
Main Street Group, LTD
NEW
Shares2,049
Change+2,049
Value$57.1K
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$55.8K (-$3.0K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares1,866 from 3,332
Change-1,466 (-44%)
Value$52.0K (-$45.9K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares1,528 from 543
Change+985 (+181%)
Value$42.6K (+$26.6K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares1,208 from 1,199
Change+9 (+1%)
Value$33.7K (-$1.6K)
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$28 (-$2)
Filed 2026-11-04
Kozak & Associates, Inc.
INCREASED
Shares940 from 921
Change+19 (+2%)
Value$26.3K (-$570)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares592
Change+592
Value$16.5K
Filed 2026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$14.4K (-$786)
Filed 2026-10-28
Godsey & Gibb, Inc
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$2.7K (-$146)
Filed 2026-10-14
Downshift Financial, LLC
NEW
Shares25
Change+25
Value$697
Filed 2026-10-13
Canton Hathaway, LLC
NEW
Shares24
Change+24
Value$669
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$84
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 16,172
Change-16,172 (-100%)
Value$0 (-$475.5K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 8,462
Change-8,462 (-100%)
Value$0 (-$248.8K)
Filed 2026-11-02
Simplicity Wealth,LLC
CLOSED
Shares0 from 7,978
Change-7,978 (-100%)
Value$0 (-$234.6K)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 7,244
Change-7,244 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-21
NWF Advisory Services Inc.
CLOSED
Shares0 from 7,200
Change-7,200 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
CLOSED
Shares0 from 6,814
Change-6,814 (-100%)
Value$0 (-$200.3K)
Filed 2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 12,801,978
Change-12,801,978 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,084,913
Change-4,084,913 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,767,292
Change-3,767,292 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,786,549
Change-2,786,549 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,606,955
Change-2,606,955 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,579,990
Change-2,579,990 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,487,340
Change-2,487,340 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,253,958
Change-1,253,958 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 974,155
Change-974,155 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 858,837
Change-858,837 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 851,604
Change-851,604 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 781,655
Change-781,655 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 713,832
Change-713,832 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 628,118
Change-628,118 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 616,804
Change-616,804 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 604,216
Change-604,216 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 579,456
Change-579,456 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 546,374
Change-546,374 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 514,302
Change-514,302 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 441,026
Change-441,026 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 437,345
Change-437,345 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 366,388
Change-366,388 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 363,384
Change-363,384 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 341,896
Change-341,896 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 316,399
Change-316,399 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 293,324
Change-293,324 (-100%)
Value—
&partners
N/A
Shares— from 292,479
Change-292,479 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 289,620
Change-289,620 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 279,969
Change-279,969 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 248,184
Change-248,184 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 234,838
Change-234,838 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 228,833
Change-228,833 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 202,755
Change-202,755 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 202,280
Change-202,280 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 185,519
Change-185,519 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 181,543
Change-181,543 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 172,209
Change-172,209 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 169,223
Change-169,223 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 165,647
Change-165,647 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 160,135
Change-160,135 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 155,433
Change-155,433 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 148,102
Change-148,102 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 145,345
Change-145,345 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 140,825
Change-140,825 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 126,488
Change-126,488 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 126,310
Change-126,310 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 118,403
Change-118,403 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 117,905
Change-117,905 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 114,238
Change-114,238 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 106,281
Change-106,281 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 103,859
Change-103,859 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 97,070
Change-97,070 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 96,808
Change-96,808 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 91,351
Change-91,351 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 84,287
Change-84,287 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 81,541
Change-81,541 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 80,741
Change-80,741 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 79,451
Change-79,451 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 75,051
Change-75,051 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 74,930
Change-74,930 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 70,200
Change-70,200 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 69,431
Change-69,431 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 68,116
Change-68,116 (-100%)
Value—
Stephens Inc
N/A
Shares— from 67,173
Change-67,173 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 65,052
Change-65,052 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 64,465
Change-64,465 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 61,142
Change-61,142 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 58,616
Change-58,616 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 54,811
Change-54,811 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 54,129
Change-54,129 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 53,091
Change-53,091 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 52,380
Change-52,380 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 50,790
Change-50,790 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 49,815
Change-49,815 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 49,628
Change-49,628 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 48,580
Change-48,580 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 46,964
Change-46,964 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 46,448
Change-46,448 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 45,893
Change-45,893 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 44,351
Change-44,351 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 43,178
Change-43,178 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 42,431
Change-42,431 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 41,717
Change-41,717 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 40,514
Change-40,514 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 39,810
Change-39,810 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 38,877
Change-38,877 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 38,542
Change-38,542 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 37,237
Change-37,237 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 37,045
Change-37,045 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 36,957
Change-36,957 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 36,788
Change-36,788 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 33,916
Change-33,916 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 33,686
Change-33,686 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 33,413
Change-33,413 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 32,514
Change-32,514 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 30,410
Change-30,410 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,207
Change-30,207 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 25,157
Change-25,157 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 25,005
Change-25,005 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 22,646
Change-22,646 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 22,575
Change-22,575 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,230
Change-22,230 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,776
Change-20,776 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 19,629
Change-19,629 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 18,878
Change-18,878 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,267
Change-18,267 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 17,819
Change-17,819 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,738
Change-17,738 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 17,146
Change-17,146 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,015
Change-16,015 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,795
Change-14,795 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 14,404
Change-14,404 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,882
Change-13,882 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 13,544
Change-13,544 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 13,368
Change-13,368 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12,285
Change-12,285 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,769
Change-11,769 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,023
Change-11,023 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,323
Change-9,323 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 8,869
Change-8,869 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,734
Change-8,734 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,069
Change-8,069 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 7,966
Change-7,966 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 7,519
Change-7,519 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 766
Change-766 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 581
Change-581 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 200
Change-200 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 59
Change-59 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED2,121,5032,080,391+41,112+2%$61.2M$59.1M-$2.0M2026-11-02
Kestra Advisory Services, LLC
INCREASED1,625,5411,377,615+247,926+18%$40.5M$45.3M+$4.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED994,035941,301+52,734+6%$27.7M$27.7M+$40.0K2026-11-02
Pinnacle Associates LTD
INCREASED856,465852,753+3,712+0%$25.1M$23.9M-$1.2M2026-10-20
Park National Corp
DECREASED703,618711,228-7,610-1%$20.9M$19.6M-$1.3M2026-10-05
Bullseye Investment Management, LLC
INCREASED645,845609,066+36,779+6%$17.9M$18.0M+$99.6K2026-10-29
Summit Financial Wealth Advisors, LLC
INCREASED620,073406,865+213,208+52%$12.0M$17.3M+$5.3M2026-10-15
VestGen Advisors, LLC
INCREASED565,072545,359+19,713+4%$16.0M$15.8M-$279.3K2026-10-27
Adamsbrown Wealth Consultants LLC
DECREASED564,582686,102-121,520-18%$20.2M$15.7M-$4.4M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED532,560517,800+14,760+3%$15.1M$15.0M-$7.6K2026-10-13
Cooper Capital Advisors LLC
INCREASED508,538486,689+21,849+4%$14.3M$14.2M-$130.6K2026-10-29
Beaumont Financial Advisors, LLC
DECREASED492,160506,641-14,481-3%$14.9M$13.7M-$1.2M2026-10-22
Clarus Group, Inc.
INCREASED432,705425,643+7,062+2%$12.5M$12.1M-$450.1K2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED404,292423,807-19,515-5%$12.5M$11.3M-$1.2M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED402,759362,301+40,458+11%$10.7M$11.2M+$577.3K2026-10-16
Farther Finance Advisors, LLC
INCREASED397,180360,184+36,996+10%$10.6M$11.1M+$484.0K2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
DECREASED349,433349,706-2730%$10.3M$9.7M-$539.2K2026-10-23
Echo Wealth Management, LLC
INCREASED345,534330,875+14,659+4%$9.7M$9.6M-$94.2K2026-10-15
ARQ Wealth Advisors, LLC
INCREASED312,491294,973+17,518+6%$8.5M$8.7M+$217.0K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED302,969215,085+87,884+41%$6.3M$8.4M+$2.1M2026-11-05
Prospera Financial Services Inc
DECREASED302,108714,319-412,211-58%$21.0M$8.5M-$12.5M2026-11-04
RFG Advisory, LLC
INCREASED300,761257,160+43,601+17%$7.6M$8.4M+$824.7K2026-11-03
Aurora Private Wealth, Inc.
INCREASED270,272257,278+12,994+5%$7.6M$7.5M-$29.0K2026-10-20
Atlas Private Wealth Advisors
DECREASED267,293284,512-17,219-6%$8.4M$7.5M-$912.5K2026-10-23
IFP Advisors, Inc
INCREASED249,561239,480+10,081+4%$7.0M$7.0M-$83.0K2026-10-16
James T. Borello RIA
INCREASED215,807156,967+58,840+37%$4.6M$6.0M+$1.4M2026-10-16
RiverTree Advisors, LLC
INCREASED211,376174,809+36,567+21%$5.1M$5.9M+$753.8K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED208,711187,978+20,733+11%$5.5M$5.8M+$292.3K2026-10-14
Meadow Creek Wealth Advisors LLC
INCREASED194,356181,531+12,825+7%$5.3M$5.4M+$81.6K2026-11-02
Creative Financial Designs Inc
DECREASED193,732209,963-16,231-8%$6.2M$5.4M-$771.7K2026-11-04
Buska Wealth Management, LLC
INCREASED191,803107,379+84,424+79%$3.2M$5.3M+$2.2M2026-10-08
StoneCrest Wealth Management, Inc.
INCREASED182,774180,277+2,497+1%$5.3M$5.1M-$204.4K2026-11-03
StoneX Group Inc.
INCREASED178,215171,840+6,375+4%$5.0M$5.0M-$81.3K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED177,823174,242+3,581+2%$5.1M$5.0M-$164.9K2026-10-30
Trueblood Wealth Management, LLC
DECREASED173,205174,899-1,694-1%$5.1M$4.8M-$313.1K2026-10-23
Semus Wealth Partners LLC
INCREASED172,512153,022+19,490+13%$4.5M$4.8M+$310.8K2026-10-22
Langley Wealth Management, LLC
INCREASED170,842137,795+33,047+24%$4.1M$4.8M+$711.9K2026-11-04
MGO One Seven LLC
INCREASED169,569151,710+17,859+12%$4.5M$4.7M+$267.3K2026-10-28
Apollon Wealth Management, LLC
INCREASED169,171162,842+6,329+4%$4.8M$4.7M-$71.1K2026-10-23
Prosperity Financial Group, Inc.
INCREASED168,771161,312+7,459+5%$4.7M$4.7M-$37.2K2026-10-29
Centerpoint Advisory Group
INCREASED164,525125,462+39,063+31%$3.7M$4.6M+$898.4K2026-10-23
G&S Capital LLC
DECREASED159,702160,757-1,055-1%$4.7M$4.5M-$273.8K2026-10-23
Independent Financial Group, LLC
INCREASED159,106130,550+28,556+22%$3.8M$4.4M+$597.7K2026-10-13
Retirement Planning Group, LLC
INCREASED156,711142,520+14,191+10%$4.2M$4.4M+$179.0K2026-10-19
Accel Wealth Management
INCREASED155,662141,030+14,632+10%$4.1M$4.3M+$193.6K2026-10-13
D.A. Davidson & Co.
DECREASED153,283163,866-10,583-6%$4.8M$4.3M-$544.1K2026-10-28
Boyce & Associates Wealth Consulting, Inc.
INCREASED148,66174,107+74,554+101%$2.2M$4.1M+$2.0M2026-10-14
Oppenheimer & Co Inc
INCREASED136,94897,103+39,845+41%$2.9M$3.8M+$963.3K2026-10-26
Truist Financial Corp
INCREASED130,186125,163+5,023+4%$3.7M$3.6M-$50.2K2026-10-30
KPP Advisory Services LLC
INCREASED108,563107,221+1,342+1%$3.2M$3.0M-$125.6K2026-10-26
Wedbush Securities Inc
INCREASED106,54094,808+11,732+12%$2.8M$3.0M+$183.0K2026-10-22
Beacon Financial Group
INCREASED105,70898,952+6,756+7%$2.9M$2.9M+$38.0K2026-10-19
Integrity Alliance, Llc.
INCREASED104,67939,685+64,994+164%$1.2M$2.9M+$1.8M2026-10-29
Brookstone Capital Management
INCREASED97,45693,210+4,246+5%$2.7M$2.7M-$23.3K2026-10-22
Vima LLC
INCREASED93,12089,567+3,553+4%$2.6M$2.6M-$37.1K2026-10-23
Advisory Advocates, LLC
INCREASED88,54885,403+3,145+4%$2.5M$2.5M-$42.1K2026-11-05
TrueWealth Advisors, LLC
INCREASED88,09660,800+27,296+45%$1.8M$2.5M+$668.6K2026-10-09
Kestra Private Wealth Services, LLC
INCREASED86,83269,985+16,847+24%$2.1M$2.4M+$363.3K2026-10-30
Catalyst Investment Management LLC
NEW85,831—+85,831——$2.4M—2026-10-21
Balboa Wealth Partners
INCREASED80,49580,396+99+0%$2.4M$2.2M-$119.4K2026-10-20
Indivisible Partners
INCREASED75,55474,070+1,484+2%$2.2M$2.1M-$71.2K2026-10-26
Triumph Capital Management
INCREASED75,33273,215+2,117+3%$2.2M$2.1M-$52.3K2026-10-14
Advisor OS, LLC
INCREASED74,54028,140+46,400+165%$827.3K$2.1M+$1.3M2026-11-03
John W. Brooker & Co., CPAs
INCREASED73,64964,203+9,446+15%$1.9M$2.1M+$165.8K2026-10-21
International Assets Investment Management, LLC
INCREASED73,09565,687+7,408+11%$1.9M$2.1M+$137.6K2026-11-02
Quad-Cities Investment Group, LLC
INCREASED68,52466,688+1,836+3%$2.0M$1.9M-$50.2K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED68,03153,451+14,580+27%$1.6M$1.9M+$325.3K2026-11-04
Dynamic Advisor Solutions LLC
NEW67,814—+67,814——$1.9M—2026-10-13
Milestone Asset Management, LLC
INCREASED65,99356,054+9,939+18%$1.6M$1.8M+$191.9K2026-10-15
MTM Investment Management, LLC
UNCHANGED65,81065,81000%$1.9M$1.8M-$100.0K2026-10-30
Thrivent Financial for Lutherans
INCREASED64,13763,591+546+1%$1.9M$1.8M-$80.0K2026-11-05
CoreCap Advisors, LLC
INCREASED64,07757,421+6,656+12%$1.7M$1.8M+$98.3K2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED58,88655,544+3,342+6%$1.6M$1.6M+$8.7K2026-10-21
Winnacle Wealth LLC
INCREASED56,63441,167+15,467+38%$1.2M$1.6M+$368.6K2026-10-15
Sigma Planning Corp
DECREASED56,16058,535-2,375-4%$1.7M$1.6M-$155.2K2026-10-23
Nations Financial Group Inc,
INCREASED54,69351,258+3,435+7%$1.5M$1.5M+$17.9K2026-11-05
Next Level Private LLC
INCREASED54,06249,650+4,412+9%$1.5M$1.5M+$47.5K2026-10-20
Creative Planning
DECREASED53,77657,313-3,537-6%$1.7M$1.5M-$185.7K2026-11-02
Core Wealth Partners LLC
INCREASED53,55152,531+1,020+2%$1.5M$1.5M-$51.4K2026-11-02
Visionary Wealth Advisors
INCREASED51,20543,226+7,979+18%$1.3M$1.4M+$156.8K2026-11-04
Asset Allocation Strategies LLC
INCREASED50,29641,864+8,432+20%$1.2M$1.4M+$171.4K2026-10-20
Comprehensive Financial Planning, Inc.
INCREASED48,49448,008+486+1%$1.4M$1.4M-$59.4K2026-10-27
Insight Advisors, LLC/ PA
INCREASED44,83042,807+2,023+5%$1.3M$1.2M-$8.7K2026-10-22
Compound Planning, Inc.
INCREASED44,54343,935+608+1%$1.3M$1.2M-$49.8K2026-11-05
Clear Creek Financial Management, LLC
INCREASED43,96034,313+9,647+28%$1.0M$1.2M+$216.8K2026-10-28
Raab & Moskowitz Asset Management LLC
UNCHANGED41,02541,02500%$1.2M$1.1M-$62.4K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED40,84842,786-1,938-5%$1.3M$1.1M-$119.1K2026-11-03
Endeavor Private Wealth, Inc.
INCREASED38,54623,508+15,038+64%$691.1K$1.1M+$383.5K2026-11-05
Formidable Asset Management, LLC
INCREASED36,13530,635+5,500+18%$782.7K$1.1M+$279.6K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED35,72335,523+200+1%$1.0M$995.9K-$48.4K2026-10-08
Stirlingshire Investments, Inc.
INCREASED32,29221,347+10,945+51%$627.6K$900.3K+$272.7K2026-11-05
Signature Equity Partners, LLC
DECREASED30,90530,988-830%$911.0K$861.6K-$49.4K2026-10-29
Chilton Capital Management LLC
DECREASED30,79830,898-1000%$908.4K$858.6K-$49.8K2026-10-28
Cornerstone Wealth Management, LLC
INCREASED30,67417,093+13,581+79%$502.5K$855.2K+$352.7K2026-11-04
Avior Wealth Management, LLC
DECREASED30,34230,439-970%$894.9K$845.9K-$49.0K2026-10-13
Global Assets Advisory, LLC
DECREASED29,83531,490-1,655-5%$920.5K$843.0K-$77.4K2026-10-28
Daymark Wealth Partners, LLC
INCREASED29,80725,999+3,808+15%$764.4K$831.0K+$66.6K2026-11-04
Acorn Wealth Advisors, LLC
DECREASED29,78831,816-2,028-6%$935.4K$830.5K-$104.9K2026-10-19
Private Trust Co NA
INCREASED29,55829,551+7+0%$868.8K$824.1K-$44.7K2026-10-20
Integrated Advisors Network LLC
INCREASED29,23928,204+1,035+4%$829.2K$815.2K-$14.0K2026-10-20
Tcfg Investment Advisors, LLC
INCREASED28,20826,785+1,423+5%$787.5K$786.4K-$1.0K2026-10-20
Elevation Point Wealth Partners, LLC
NEW26,507—+26,507——$739.0K—2026-11-05
National Wealth Management Group, LLC
INCREASED26,24820,553+5,695+28%$604.3K$731.8K+$127.5K2026-10-26
Novem Group
DECREASED25,88925,940-510%$762.6K$721.8K-$40.8K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED25,79021,544+4,246+20%$633.4K$719.0K+$85.6K2026-10-23
Triad Wealth Partners, LLC
DECREASED25,56726,609-1,042-4%$782.3K$712.8K-$69.5K2026-10-26
TKG Advisors, LLC
DECREASED24,43324,434-10%$718.4K$681.2K-$37.2K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED24,19723,164+1,033+4%$681.0K$674.6K-$6.4K2026-10-21
MSH Capital Advisors LLC
INCREASED23,55815,485+8,073+52%$455.3K$656.8K+$201.5K2026-11-03
Sovran Advisors, LLC
INCREASED22,37317,758+4,615+26%$518.5K$632.0K+$113.5K2026-11-02
Sound Income Strategies, LLC
DECREASED20,66121,563-902-4%$634.0K$583.7K-$50.3K2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED19,60817,131+2,477+14%$500.4K$546.7K+$46.3K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED18,82416,553+2,271+14%$486.7K$524.8K+$38.2K2026-10-16
QTR Family Wealth, LLC
DECREASED17,55634,677-17,121-49%$1.0M$489.4K-$530.1K2026-11-02
Independent Wealth Network Inc.
INCREASED17,53316,564+969+6%$487.0K$488.8K+$1.8K2026-10-19
HBW Advisory Services LLC
DECREASED16,96117,386-425-2%$511.2K$472.9K-$38.3K2026-10-15
Whipplewood Advisors, LLC
DECREASED16,43521,256-4,821-23%$624.9K$458.2K-$166.7K2026-10-20
First Heartland Consultants, Inc.
INCREASED15,97615,974+2+0%$469.6K$445.4K-$24.2K2026-10-08
1834 Investment Advisors Co
NEW15,952—+15,952——$444.7K—2026-10-16
Ignite Planners, LLC
INCREASED15,58515,342+243+2%$451.1K$434.5K-$16.5K2026-10-14
Tounjian Advisory Partners, LLC
INCREASED15,24714,926+321+2%$438.8K$425.1K-$13.8K2026-11-04
Koshinski Asset Management, Inc.
INCREASED14,7667,610+7,156+94%$223.7K$411.7K+$188.0K2026-10-29
Tortuga Wealth Management, Inc
INCREASED14,62313,225+1,398+11%$388.8K$407.8K+$18.9K2026-10-27
Southland Equity Partners LLC
NEW13,754—+13,754——$383.5K—2026-10-14
WealthTrust Asset Management, LLC
UNCHANGED13,12713,12700%$385.9K$366.0K-$20.0K2026-10-22
Bank of New York Mellon Corp
NEW13,124—+13,124——$365.9K—2026-11-05
Gerald Baker Financial Group LLC
INCREASED12,60912,365+244+2%$363.5K$351.5K-$12.0K2026-10-09
Alessandra Capital Management, LLC
INCREASED11,9009,400+2,500+27%$276.4K$331.8K+$55.4K2026-10-30
Summit Wealth Group LLC / Co
INCREASED11,1879,331+1,856+20%$274.3K$311.9K+$37.6K2026-10-29
Titleist Asset Management, LLC
INCREASED10,5209,199+1,321+14%$270.5K$293.3K+$22.9K2026-10-08
Wespac Advisors SoCal, LLC
INCREASED10,37610,117+259+3%$297.4K$289.3K-$8.2K2026-10-13
Chris Bulman Inc
INCREASED10,16610,147+19+0%$298.3K$283.4K-$14.9K2026-10-20
Axxcess Wealth Management, LLC
DECREASED10,07637,868-27,792-73%$1.1M$280.9K-$832.4K2026-10-21
Fifth Third Bancorp
INCREASED9,8688,679+1,189+14%$255.2K$275.1K+$20.0K2026-11-05
Ergawealth Advisors, Inc.
DECREASED9,5699,749-180-2%$286.6K$266.8K-$19.9K2026-10-21
Total Clarity Wealth Management, Inc.
INCREASED9,3557,000+2,355+34%$205.8K$260.8K+$55.0K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED9,1739,17300%$45.2K$71.2K+$26.0K2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED9,1499,358-209-2%$275.1K$255.1K-$20.1K2026-10-23
PFG Advisors
INCREASED9,0238,985+38+0%$264.2K$251.6K-$12.6K2026-10-16
Rhodes Investment Advisors Inc
DECREASED8,4259,125-700-8%$268.3K$234.9K-$33.4K2026-10-07
Northwest Wealth Advisors, LLC
INCREASED8,2478,188+59+1%$240.7K$229.9K-$10.8K2026-11-02
Ascentis Independent Advisors
NEW8,243—+8,243——$229.8K—2026-11-03
First Business Financial Services, Inc.
UNCHANGED8,0528,05200%$236.7K$224.5K-$12.2K2026-10-29
Mattern Wealth Management LLC
UNCHANGED8,0008,00000%$235.2K$223.0K-$12.2K2026-11-04
Split Rock Private Trading & Wealth Management, LLC
DECREASED7,6967,697-10%$226.3K$214.6K-$11.7K2026-10-15
Synergy Asset Management, LLC
DECREASED7,6848,588-904-11%$252.5K$214.2K-$38.3K2026-11-05
Treasure Coast Financial Planning
UNCHANGED7,5767,57600%$222.7K$211.2K-$11.5K2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED7,5007,50000%$220.5K$211.7K-$8.9K2026-10-22
Winebrenner Capital Management LLC
DECREASED7,3047,872-568-7%$231.5K$203.6K-$27.8K2026-10-07
SYM Financial Corp
NEW7,000—+7,000——$195.2K—2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED6,4436,44300%$189.4K$179.6K-$9.8K2026-10-14
Cape Investment Advisory, Inc.
INCREASED5,6003,655+1,945+53%$107.5K$156.1K+$48.7K2026-10-13
IMG Wealth Management, Inc.
INCREASED5,4735,364+109+2%$157.7K$152.6K-$5.1K2026-10-27
Lanark Financial, Inc.
INCREASED5,4475,413+34+1%$159.1K$151.9K-$7.3K2026-10-26
Jacobi Capital Management LLC
NEW5,025—+5,025——$140.1K—2026-11-05
Barrett & Company, Inc.
UNCHANGED4,6004,60000%$135.2K$128.2K-$7.0K2026-10-22
Trust Co of Vermont
UNCHANGED3,9443,94400%$116.0K$110.0K-$6.0K2026-10-21
Larson Financial Group LLC
DECREASED3,4854,521-1,036-23%$132.9K$97.2K-$35.8K2026-11-05
Rossby Financial, LCC
NEW3,261—+3,261——$90.9K—2026-11-05
Wagner Wealth Management, LLC
DECREASED3,0703,881-811-21%$114.1K$85.6K-$28.5K2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED2,0532,05300%$60.4K$57.2K-$3.1K2026-10-07
Main Street Group, LTD
NEW2,049—+2,049——$57.1K—2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED2,0002,00000%$58.8K$55.8K-$3.0K2026-10-30
Parallel Advisors, LLC
DECREASED1,8663,332-1,466-44%$98.0K$52.0K-$45.9K2026-11-03
SBI Securities Co., Ltd.
INCREASED1,528543+985+181%$16.0K$42.6K+$26.6K2026-10-22
Archer Investment Corp
INCREASED1,2081,199+9+1%$35.3K$33.7K-$1.6K2026-11-05
Avion Wealth
UNCHANGED1,0331,03300%$30$28-$22026-11-04
Kozak & Associates, Inc.
INCREASED940921+19+2%$26.9K$26.3K-$5702026-10-29
Next Level Wealth Planning, LLC
NEW592—+592——$16.5K—2026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED51751700%$15.2K$14.4K-$7862026-10-28
Godsey & Gibb, Inc
UNCHANGED969600%$2.8K$2.7K-$1462026-10-14
Downshift Financial, LLC
NEW25—+25——$697—2026-10-13
Canton Hathaway, LLC
NEW24—+24——$669—2026-10-23
Root Financial Partners, LLC
NEW3—+3——$84—2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
CLOSED016,172-16,172-100%$475.5K$0-$475.5K2026-10-15
Walkner Condon Financial Advisors LLC
CLOSED08,462-8,462-100%$248.8K$0-$248.8K2026-11-02
Simplicity Wealth,LLC
CLOSED07,978-7,978-100%$234.6K$0-$234.6K2026-10-23
Kraft, Davis & Associates, LLC
CLOSED07,244-7,244-100%$207.1K$0-$207.1K2026-10-21
NWF Advisory Services Inc.
CLOSED07,200-7,200-100%$211.7K$0-$211.7K2026-10-19
BlueChip Wealth Advisors LLC
CLOSED06,814-6,814-100%$200.3K$0-$200.3K2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED056-56-100%$1.6K$0-$1.6K2026-10-29
LPL Financial LLC
N/A—12,801,978-12,801,978-100%$376.4M———
Wells Fargo & Company
N/A—4,084,913-4,084,913-100%$120.1M———
Raymond James Financial Inc
N/A—3,767,292-3,767,292-100%$110.8M———
Cetera Investment Advisers
N/A—2,786,549-2,786,549-100%$81.9M———
Royal Bank of Canada
N/A—2,606,955-2,606,955-100%$76.6M———
Stifel Financial Corp
N/A—2,579,990-2,579,990-100%$75.9M———
Osaic Holdings, Inc.
N/A—2,487,340-2,487,340-100%$73.1M———
Baird Financial Group, Inc.
N/A—1,253,958-1,253,958-100%$36.9M———
Harbour Investments, Inc.
N/A—974,155-974,155-100%$28.6M———
Arax Advisory Partners
N/A—858,837-858,837-100%$25.2M———
Envestnet Asset Management Inc
N/A—851,604-851,604-100%$25.0M———
Janney Montgomery Scott LLC
N/A—781,655-781,655-100%$23.0M———
Merit Financial Group, LLC
N/A—713,832-713,832-100%$21.0M———
Second Half Financial Partners, LLC
N/A—628,118-628,118-100%$18.5M———
Integrated Wealth Concepts LLC
N/A—616,804-616,804-100%$18.1M———
Steward Partners Investment Advisory, LLC
N/A—604,216-604,216-100%$17.8M———
Stratos Wealth Partners, Ltd.
N/A—579,456-579,456-100%$17.0M———
Focus Partners Wealth
N/A—546,374-546,374-100%$16.1M———
Silver OAK Securities, Incorporated
N/A—514,302-514,302-100%$15.1M———
Argent Advisors, Inc.
N/A—441,026-441,026-100%$13.0M———
HighTower Advisors, LLC
N/A—437,345-437,345-100%$12.9M———
Private Advisor Group, LLC
N/A—366,388-366,388-100%$10.8M———
Aptus Capital Advisors, LLC
N/A—363,384-363,384-100%$10.7M———
Rockefeller Capital Management L.P.
N/A—341,896-341,896-100%$10.1M———
Snowden Capital Advisors LLC
N/A—316,399-316,399-100%$9.3M———
Luken Investment Analytics, LLC
N/A—293,324-293,324-100%$8.6M———
&partners
N/A—292,479-292,479-100%$8.6M———
Principal Securities, Inc.
N/A—289,620-289,620-100%$8.5M———
NewEdge Advisors, LLC
N/A—279,969-279,969-100%$8.2M———
Oxford Wealth Group, LLC
N/A—248,184-248,184-100%$7.3M———
HighPoint Advisor Group LLC
N/A—234,838-234,838-100%$6.9M———
Pinnacle Financial Partners, Inc.
N/A—228,833-228,833-100%$6.7M———
MML Investors Services, LLC
N/A—202,755-202,755-100%$6.0M———
Kingsview Wealth Management, LLC
N/A—202,280-202,280-100%$5.9M———
Summit Financial, LLC
N/A—185,519-185,519-100%$5.5M———
Stonebridge Financial Planning Group, LLC
N/A—181,543-181,543-100%$5.3M———
Gateway Wealth Partners, LLC
N/A—172,209-172,209-100%$5.1M———
Coppell Advisory Solutions LLC
N/A—169,223-169,223-100%$3.4K———
Elevation Advisory Partners LLC
N/A—165,647-165,647-100%$4.8M———
Compass Financial Services Inc
N/A—160,135-160,135-100%$4.7M———
Atlantic Union Bankshares Corp
N/A—155,433-155,433-100%$4.6M———
Atlas Wealth LLC
N/A—148,102-148,102-100%$4.4M———
Huntington National Bank
N/A—145,345-145,345-100%$4.3M———
Delta Investment Management, LLC
N/A—140,825-140,825-100%$4.1M———
Prostatis Group LLC
N/A—126,488-126,488-100%$3.7M———
Sanctuary Advisors, LLC
N/A—126,310-126,310-100%$3.7M———
Rehmann Capital Advisory Group
N/A—118,403-118,403-100%$3.5M———
Fischer Investment Strategies, LLC
N/A—117,905-117,905-100%$3.5M———
Arkadios Wealth Advisors
N/A—114,238-114,238-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—106,281-106,281-100%$3.1M———
Gladstone Institutional Advisory LLC
N/A—103,859-103,859-100%$3.1M———
Capital Analysts, LLC
N/A—97,070-97,070-100%$2.9M———
Ameritas Advisory Services, LLC
N/A—96,808-96,808-100%$2.8M———
World Investment Advisors
N/A—91,351-91,351-100%$2.6M———
IHT Wealth Management, LLC
N/A—84,287-84,287-100%$2.5M———
Maridea Wealth Management LLC
N/A—81,541-81,541-100%$2.4M———
Sequent Planning LLC
N/A—80,741-80,741-100%$2.4M———
Resolute Wealth Strategies, LLC
N/A—79,451-79,451-100%$2.3M———
BFC Planning, Inc.
N/A—75,051-75,051-100%$2.2M———
Western Wealth Management, LLC
N/A—74,930-74,930-100%$2.2M———
Equitable Holdings, Inc.
N/A—70,200-70,200-100%$2.1M———
Calton & Associates, Inc.
N/A—69,431-69,431-100%$2.0M———
FWG Holdings, LLC
N/A—68,116-68,116-100%$2.0M———
Stephens Inc
N/A—67,173-67,173-100%$2.0M———
Legacy Wealth Managment, LLC
N/A—65,052-65,052-100%$1.9M———
Ausdal Financial Partners, Inc.
N/A—64,465-64,465-100%$1.9M———
WCG Wealth Advisors LLC
N/A—61,142-61,142-100%$1.8M———
Tidemark, LLC
N/A—58,616-58,616-100%$1.7M———
Owen LaRue, LLC
N/A—54,811-54,811-100%$1.6M———
Garden State Investment Advisory Services LLC
N/A—54,129-54,129-100%$1.6M———
First Trust Advisors LP
N/A—53,091-53,091-100%$1.6M———
PSI Advisors, LLC
N/A—52,380-52,380-100%$1.5M———
Plotkin Financial Advisors, LLC
N/A—50,790-50,790-100%$1.5M———
CreativeOne Wealth, LLC
N/A—49,815-49,815-100%$1.5M———
Centaurus Financial, Inc.
N/A—49,628-49,628-100%$1.5M———
Savvy Advisors, Inc.
N/A—48,580-48,580-100%$1.4M———
Citadel Advisors LLC
N/A—46,964-46,964-100%$1.4M———
Mutual Advisors, LLC
N/A—46,448-46,448-100%$1.4M———
Truvestments Capital LLC
N/A—45,893-45,893-100%$1.3M———
Marshall Financial Group, LLC
N/A—44,351-44,351-100%$1.3M———
Level Four Advisory Services, LLC
N/A—43,178-43,178-100%$1.3M———
Marshall Investment Management, LLC
N/A—42,431-42,431-100%$1.2M———
Kovack Advisors, Inc.
N/A—41,717-41,717-100%$1.2M———
Mariner, LLC
N/A—40,514-40,514-100%$1.2M———
Advyzon Investment Management, LLC
N/A—39,810-39,810-100%$1.2M———
Money Concepts Capital Corp
N/A—38,877-38,877-100%$1.1M———
Uniting Wealth Partners, LLC
N/A—38,542-38,542-100%$1.1M———
AE Wealth Management LLC
N/A—37,237-37,237-100%$1.1M———
Harvest Investment Services, LLC
N/A—37,045-37,045-100%$1.1M———
Regal Investment Advisors LLC
N/A—36,957-36,957-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—36,788-36,788-100%$1.1M———
Darwin Wealth Management, LLC
N/A—33,916-33,916-100%$997.2K———
Moors & Cabot, Inc.
N/A—33,686-33,686-100%$990.4K———
Insigneo Advisory Services, LLC
N/A—33,413-33,413-100%$982.3K———
Envestnet Portfolio Solutions, Inc.
N/A—32,514-32,514-100%$955.9K———
Morgan Stanley
N/A—30,410-30,410-100%$894.1K———
Susquehanna International Group, LLP
N/A—30,207-30,207-100%$888.1K———
1776 Wealth LLC
N/A—25,157-25,157-100%$739.6K———
Forefront Wealth Partners, LLC
N/A—25,005-25,005-100%$735.1K———
Ameriprise Financial Inc
N/A—22,646-22,646-100%$665.8K———
Cozad Asset Management Inc
N/A—22,575-22,575-100%$663.7K———
Advisory Services Network, LLC
N/A—22,230-22,230-100%$653.6K———
Great Valley Advisor Group, Inc.
N/A—20,776-20,776-100%$610.7K———
Smith, Moore & Co.
N/A—19,629-19,629-100%$577.1K———
Main Street Financial Solutions, LLC
N/A—18,878-18,878-100%$555.0K———
Waverly Advisors, LLC
N/A—18,267-18,267-100%$537.0K———
Pine Valley Investments Ltd Liability Co
N/A—17,819-17,819-100%$523.9K———
Bluespring Wealth Management, LLC
N/A—17,738-17,738-100%$521.5K———
IFG Advisory, LLC
N/A—17,146-17,146-100%$504.1K———
Old Mission Capital LLC
N/A—16,015-16,015-100%$470.8K———
Continuum Advisory, LLC
N/A—14,795-14,795-100%$435.0K———
HBK Sorce Advisory LLC
N/A—14,404-14,404-100%$430.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,882-13,882-100%$408.1K———
AFT, Forsyth & Company, Inc.
N/A—13,544-13,544-100%$398.2K———
Proactive Wealth Strategies LLC
N/A—13,368-13,368-100%$393.0K———
SHP Wealth Management
N/A—12,285-12,285-100%$361.2K———
Cresset Asset Management, LLC
N/A—12,155-12,155-100%$357.4K———
Benjamin Edwards Inc
N/A—11,769-11,769-100%$346.0K———
Element Wealth, LLC
N/A—11,654-11,654-100%$342.6K———
Faithward Advisors, LLC
N/A—11,023-11,023-100%$324.1K———
Forty-three Eighteen Advisors, LLC
N/A—9,918-9,918-100%$291.6K———
EP Wealth Advisors, LLC
N/A—9,450-9,450-100%$277.8K———
Quantinno Capital Management LP
N/A—9,329-9,329-100%$274.3K———
Northwestern Mutual Wealth Management Co
N/A—9,323-9,323-100%$274.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—8,869-8,869-100%$260.7K———
Nuveen, LLC
N/A—8,734-8,734-100%$256.8K———
Core Wealth Advisors, Inc.
N/A—8,716-8,716-100%$256.3K———
Inspire Advisors, LLC
N/A—8,490-8,490-100%$249.6K———
Geneos Wealth Management Inc.
N/A—8,069-8,069-100%$237.2K———
Prospect Financial Services LLC
N/A—7,966-7,966-100%$234.2K———
Mach-1 Financial Group, LLC
N/A—7,519-7,519-100%$221.1K———
Stratos Wealth Advisors, LLC
N/A—6,864-6,864-100%$201.8K———
N.E.W. Advisory Services LLC
N/A—6,464-6,464-100%$190.0K———
Medallion Wealth Advisors, LLC
N/A—6,100-6,100-100%$179.3K———
Topsail Wealth Management, LLC
N/A—5,094-5,094-100%$149.8K———
Founders Financial Alliance, LLC
N/A—4,500-4,500-100%$132.3K———
Allworth Financial LP
N/A—4,243-4,243-100%$124.7K———
Rothschild Investment LLC
N/A—3,200-3,200-100%$94.1K———
Ancora Advisors LLCA
N/A—2,072-2,072-100%$60.9K———
Ameriflex Group, Inc.
N/A—1,373-1,373-100%$40.4K———
Clearstead Advisors, LLC
N/A—1,233-1,233-100%$36.3K———
Synergy Investment Management, LLC
N/A—856-856-100%$25.2K———
Regatta Research & Money Management
N/A—766-766-100%$22.5K———
JPMorgan Chase & Co
N/A—581-581-100%$17.0K———
Smartleaf Asset Management LLC
N/A—554-554-100%$16.2K———
Keating Financial Advisory Services, Inc.
N/A—548-548-100%$16.1K———
Bellevue Asset Management, LLC
N/A—325-325-100%$9.6K———
Qube Research & Technologies Ltd
N/A—200-200-100%$5.9K———
Jones Financial Companies Lllp
N/A—59-59-100%$1.7K———
PNC Financial Services Group, Inc.
N/A—50-50-100%$1.5K———
O'shaughnessy Asset Management, LLC
N/A—28-28-100%$823———
Showing 332 of 332 institutions