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First Trust Global Tactical (FTGC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cyndeo Wealth Partners, LLC
DECREASED
Shares1,076,457 from 1,157,535
Change-81,078 (-7%)
Value$32.9M (+$1.6M)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares853,883 from 901,297
Change-47,414 (-5%)
Value$26.1M (+$1.7M)
Filed 2026-11-04
Financial Enhancement Group LLC
INCREASED
Shares719,087 from 666,514
Change+52,573 (+8%)
Value$22.2M (+$4.2M)
Filed 2026-10-08
Carrera Capital Advisors
INCREASED
Shares714,730 from 690,192
Change+24,538 (+4%)
Value$21.9M (+$3.2M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares646,595 from 648,635
Change-2,040 (0%)
Value$19.8M (+$2.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares620,774 from 589,983
Change+30,791 (+5%)
Value$19.0M (+$3.0M)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares576,306 from 498,160
Change+78,146 (+16%)
Value$18.0M (+$4.1M)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
NEW
Shares516,617
Change+516,617
Value$15.8M
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares492,940 from 263,865
Change+229,075 (+87%)
Value$14.8M (+$7.7M)
Filed 2026-11-04
Capital Asset Advisory Services LLC
INCREASED
Shares476,681 from 382,602
Change+94,079 (+25%)
Value$14.6M (+$4.3M)
Filed 2026-10-30
Cooper Financial Group
DECREASED
Shares375,766 from 386,464
Change-10,698 (-3%)
Value$11.5M (+$1.0M)
Filed 2026-10-07
StoneX Group Inc.
INCREASED
Shares363,946 from 324,087
Change+39,859 (+12%)
Value$11.1M (+$2.4M)
Filed 2026-11-03
Solitude Financial Services
DECREASED
Shares337,117 from 338,563
Change-1,446 (0%)
Value$10.3M (+$1.2M)
Filed 2026-10-26
Arvest Investments, Inc.
INCREASED
Shares291,524 from 280,704
Change+10,820 (+4%)
Value$8.9M (+$1.3M)
Filed 2026-10-21
LexAurum Advisors, LLC
INCREASED
Shares289,930 from 283,090
Change+6,840 (+2%)
Value$8.9M (+$1.2M)
Filed 2026-10-19
Mainsail Financial Group, LLC
INCREASED
Shares283,610 from 269,735
Change+13,875 (+5%)
Value$8.7M (+$1.4M)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares278,158 from 274,403
Change+3,755 (+1%)
Value$8.5M (+$1.1M)
Filed 2026-10-28
USAdvisors Wealth Management, LLC
INCREASED
Shares253,541 from 248,626
Change+4,915 (+2%)
Value$7.8M (+$1.0M)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares244,157 from 227,959
Change+16,198 (+7%)
Value$7.5M (+$1.3M)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares235,907 from 150,142
Change+85,765 (+57%)
Value$7.2M (+$3.2M)
Filed 2026-10-21
Able Financial Group, LLC
INCREASED
Shares219,980 from 213,091
Change+6,889 (+3%)
Value$6.7M (+$965.1K)
Filed 2026-10-14
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares207,627 from 259,032
Change-51,405 (-20%)
Value$6.4M (-$597.0K)
Filed 2026-10-20
HFG Wealth Management, LLC
UNCHANGED
Shares205,361 from 205,361
Change0 (0%)
Value$5.6M ($0)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares168,069 from 176,312
Change-8,243 (-5%)
Value$5.1M (+$372.0K)
Filed 2026-11-02
Climber Capital SA
INCREASED
Shares156,073 from 145,758
Change+10,315 (+7%)
Value$4.4M (+$584.2K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares155,987 from 131,919
Change+24,068 (+18%)
Value$4.8M (+$1.2M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares141,096 from 82,727
Change+58,369 (+71%)
Value$4.4M (+$2.1M)
Filed 2026-10-13
Guided Capital Wealth Management, LLC
DECREASED
Shares128,302 from 131,764
Change-3,462 (-3%)
Value$3.9M (+$360.5K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares124,959 from 118,648
Change+6,311 (+5%)
Value$3.8M (+$613.1K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares122,255 from 99,317
Change+22,938 (+23%)
Value$3.7M (+$1.1M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares111,646 from 116,969
Change-5,323 (-5%)
Value$3.4M (+$251.2K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares105,985 from 118,410
Change-12,425 (-10%)
Value$3.2M (+$34.7K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares99,078 from 96,727
Change+2,351 (+2%)
Value$3.0M (+$414.3K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares91,821 from 68,155
Change+23,666 (+35%)
Value$2.8M (+$965.2K)
Filed 2026-10-30
Corundum Group, Inc.
INCREASED
Shares89,329 from 84,182
Change+5,147 (+6%)
Value$2.7M (+$455.5K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares84,463
Change+84,463
Value$2.6M
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares83,341 from 79,217
Change+4,124 (+5%)
Value$2.5M (+$406.6K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares80,000 from 71,973
Change+8,027 (+11%)
Value$2.4M (+$500.3K)
Filed 2026-10-14
Arwa LLC
INCREASED
Shares78,266 from 57,099
Change+21,167 (+37%)
Value$2.5M (+$827.6K)
Filed 2026-10-21
Inspirion Wealth Advisors, LLC
DECREASED
Shares65,354 from 65,863
Change-509 (-1%)
Value$2.0M (+$215.3K)
Filed 2026-10-09
Gerald Baker Financial Group LLC
INCREASED
Shares64,300 from 64,167
Change+133 (+0%)
Value$2.0M (+$231.2K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares63,023 from 61,570
Change+1,453 (+2%)
Value$1.9M (+$262.4K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED
Shares61,282 from 58,479
Change+2,803 (+5%)
Value$1.9M (+$292.8K)
Filed 2026-11-02
Chiron Capital Management, LLC
DECREASED
Shares61,240 from 63,380
Change-2,140 (-3%)
Value$1.9M (+$158.9K)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares61,082 from 34,589
Change+26,493 (+77%)
Value$1.9M (+$932.9K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares57,383 from 43,211
Change+14,172 (+33%)
Value$1.8M (+$586.5K)
Filed 2026-10-26
E&G Advisors, LLC
DECREASED
Shares56,058 from 56,228
Change-170 (0%)
Value$1.7M (+$193.8K)
Filed 2026-10-13
Cascade Investment Group, Inc.
INCREASED
Shares54,491 from 54,064
Change+427 (+1%)
Value$1.7M (+$204.4K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares52,082 from 52,493
Change-411 (-1%)
Value$1.6M (+$173.3K)
Filed 2026-11-05
Center For Asset Management LLC
DECREASED
Shares50,878 from 50,918
Change-40 (0%)
Value$1.6M (+$179.0K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares50,334 from 39,679
Change+10,655 (+27%)
Value$1.5M (+$466.4K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares49,142 from 43,558
Change+5,584 (+13%)
Value$1.5M (+$325.0K)
Filed 2026-10-09
Columbia Advisory Partners LLC
DECREASED
Shares48,996 from 49,345
Change-349 (-1%)
Value$1.5M (+$164.0K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares45,927 from 45,729
Change+198 (+0%)
Value$1.4M (+$167.9K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
DECREASED
Shares45,343 from 45,374
Change-31 (0%)
Value$1.4M (+$159.7K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares43,634 from 43,869
Change-235 (-1%)
Value$1.3M (+$148.1K)
Filed 2026-10-29
Certified Advisory Corp
INCREASED
Shares43,453 from 42,297
Change+1,156 (+3%)
Value$1.3M (+$185.1K)
Filed 2026-10-29
MTM Investment Management, LLC
DECREASED
Shares43,189 from 44,573
Change-1,384 (-3%)
Value$1.3M (+$115.5K)
Filed 2026-10-30
Fifth Third Securities, Inc.
NEW
Shares41,797
Change+41,797
Value$1.3M
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares41,571 from 14,132
Change+27,439 (+194%)
Value$1.3M (+$889.4K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares39,077 from 36,073
Change+3,004 (+8%)
Value$1.2M (+$219.6K)
Filed 2026-10-14
Aspect Partners, LLC
DECREASED
Shares37,618 from 37,677
Change-59 (0%)
Value$1.2M (+$131.6K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED
Shares37,263 from 37,485
Change-222 (-1%)
Value$1.1M (+$125.9K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares34,146 from 34,446
Change-300 (-1%)
Value$1.0M (+$114.3K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
DECREASED
Shares29,960 from 35,248
Change-5,288 (-15%)
Value$916.5K (-$37.0K)
Filed 2026-10-09
Sacks & Associates, LLC
NEW
Shares29,939
Change+29,939
Value$915.8K
Filed 2026-10-09
City Center Advisors, LLC
INCREASED
Shares27,641 from 25,611
Change+2,030 (+8%)
Value$845.5K (+$152.8K)
Filed 2026-10-08
Carlson Financial, Inc.
DECREASED
Shares24,318 from 26,077
Change-1,759 (-7%)
Value$743.9K (+$38.4K)
Filed 2026-11-05
Titleist Asset Management, LLC
INCREASED
Shares22,674 from 19,107
Change+3,567 (+19%)
Value$693.6K (+$176.7K)
Filed 2026-10-08
Stablepoint Partners, LLC
DECREASED
Shares22,001 from 23,527
Change-1,526 (-6%)
Value$673.0K (+$36.6K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares21,770 from 21,139
Change+631 (+3%)
Value$665.9K (+$94.1K)
Filed 2026-11-03
Magnus Financial Group LLC
DECREASED
Shares21,203 from 21,240
Change-37 (0%)
Value$648.6K (+$74.1K)
Filed 2026-10-21
Lunt Capital Management, Inc.
NEW
Shares20,772
Change+20,772
Value$635.4K
Filed 2026-10-30
Puff Wealth Management, LLC
INCREASED
Shares20,551 from 20,484
Change+67 (+0%)
Value$628.6K (+$74.6K)
Filed 2026-10-07
Creative Planning
INCREASED
Shares20,544 from 13,338
Change+7,206 (+54%)
Value$628.4K (+$267.6K)
Filed 2026-11-02
Asset Allocation Strategies LLC
DECREASED
Shares20,192 from 20,653
Change-461 (-2%)
Value$617.7K (+$59.0K)
Filed 2026-10-20
First United Bank & Trust
INCREASED
Shares19,672 from 11,041
Change+8,631 (+78%)
Value$601.8K (+$303.1K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares19,638 from 17,653
Change+1,985 (+11%)
Value$600.7K (+$123.2K)
Filed 2026-10-23
Flaharty Asset Management, LLC
DECREASED
Shares19,602 from 83,146
Change-63,544 (-76%)
Value$600.7K (-$1.7M)
Filed 2026-11-02
TMB Capital Partners, LLC
INCREASED
Shares18,985 from 16,018
Change+2,967 (+19%)
Value$580.7K (+$147.5K)
Filed 2026-10-20
Signature Equity Partners, LLC
DECREASED
Shares18,736 from 18,791
Change-55 (0%)
Value$573.1K (+$64.8K)
Filed 2026-10-29
Atria Investments, Inc
NEW
Shares18,138
Change+18,138
Value$554.8K
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares17,564 from 16,524
Change+1,040 (+6%)
Value$537.3K (+$90.3K)
Filed 2026-10-08
Oarsman Capital, Inc.
INCREASED
Shares17,231 from 17,223
Change+8 (+0%)
Value$527.1K (+$61.2K)
Filed 2026-11-05
Maseco LLP
UNCHANGED
Shares17,060 from 17,060
Change0 (0%)
Value$522.5K (+$61.0K)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares16,662 from 16,664
Change-2 (0%)
Value$509.7K (+$58.9K)
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares16,314 from 16,390
Change-76 (0%)
Value$505.2K (+$61.9K)
Filed 2026-10-09
Americana Partners, LLC
INCREASED
Shares16,097 from 15,968
Change+129 (+1%)
Value$492.4K (+$60.5K)
Filed 2026-10-28
WealthCare Investment Partners, LLC
DECREASED
Shares15,614 from 17,088
Change-1,474 (-9%)
Value$477.6K (+$15.4K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares15,422 from 13,951
Change+1,471 (+11%)
Value$471.8K (+$94.4K)
Filed 2026-10-15
Vontobel Holding Ltd.
UNCHANGED
Shares14,783 from 14,783
Change0 (0%)
Value$452.2K (+$52.3K)
Filed 2026-10-16
Baldwin Wealth Partners LLC
UNCHANGED
Shares14,675 from 14,675
Change0 (0%)
Value$448.9K (+$51.9K)
Filed 2026-10-13
tru Independence LLC
DECREASED
Shares14,086 from 14,411
Change-325 (-2%)
Value$430.9K (+$41.1K)
Filed 2026-10-20
Capital Wealth Alliance, LLC
DECREASED
Shares13,849 from 14,665
Change-816 (-6%)
Value$423.3K (+$27.4K)
Filed 2026-10-20
EPG Wealth Management LLC
INCREASED
Shares13,202 from 13,146
Change+56 (+0%)
Value$403.9K (+$48.3K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares13,020 from 14,138
Change-1,118 (-8%)
Value$398.3K (+$15.8K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED
Shares12,043 from 11,992
Change+51 (+0%)
Value$368.4K (+$44.0K)
Filed 2026-10-30
Waterfront Wealth Inc.
INCREASED
Shares11,506 from 11,504
Change+2 (+0%)
Value$356.6K (+$34.3K)
Filed 2026-11-03
Accel Wealth Management
INCREASED
Shares11,229 from 11,103
Change+126 (+1%)
Value$343.5K (+$43.1K)
Filed 2026-10-13
Genesis Private Wealth, LLC
DECREASED
Shares11,125 from 11,664
Change-539 (-5%)
Value$340.3K (+$24.8K)
Filed 2026-11-02
Everest Financial Group LLC
DECREASED
Shares10,887 from 11,794
Change-907 (-8%)
Value$333.1K (+$14.0K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares10,831 from 10,831
Change0 (0%)
Value$331.3K (+$38.3K)
Filed 2026-11-04
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares9,782 from 9,782
Change0 (0%)
Value$299.2K (+$34.6K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares9,755 from 9,570
Change+185 (+2%)
Value$298.0K (+$39.0K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW
Shares9,401
Change+9,401
Value$287.6K
Filed 2026-10-27
Cushing Capital Partners, LLC
DECREASED
Shares9,381 from 10,551
Change-1,170 (-11%)
Value$287.0K (+$1.6K)
Filed 2026-10-20
Shelton Wealth Management, LLC
UNCHANGED
Shares9,243 from 9,243
Change0 (0%)
Value$282.7K (+$32.7K)
Filed 2026-10-16
Objective Capital Management, LLC
INCREASED
Shares9,111 from 9,100
Change+11 (+0%)
Value$278.7K (+$32.5K)
Filed 2026-10-13
Northwest Wealth Advisors, LLC
INCREASED
Shares8,473 from 8,437
Change+36 (+0%)
Value$259.2K (+$31.0K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
NEW
Shares8,337
Change+8,337
Value$255.0K
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares7,705 from 7,777
Change-72 (-1%)
Value$235.7K (+$25.3K)
Filed 2026-11-04
Iams Wealth Management, LLC
NEW
Shares7,517
Change+7,517
Value$229.9K
Filed 2026-10-15
Nilsine Partners, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$229.4K (+$26.6K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares7,495 from 8,181
Change-686 (-8%)
Value$229.3K (+$8.0K)
Filed 2026-11-04
Wealth Effects LLC
INCREASED
Shares7,463 from 7,460
Change+3 (+0%)
Value$228.3K (+$26.5K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
UNCHANGED
Shares7,409 from 7,409
Change0 (0%)
Value$226.6K (+$26.2K)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares7,308 from 8,101
Change-793 (-10%)
Value$223.6K (+$1.6K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares7,299 from 11,382
Change-4,083 (-36%)
Value$223.3K (-$84.6K)
Filed 2026-11-04
Bright Financial Advisors, Inc.
NEW
Shares7,215
Change+7,215
Value$220.7K
Filed 2026-10-23
Core Wealth Partners LLC
NEW
Shares7,183
Change+7,183
Value$219.7K
Filed 2026-11-02
Total Investment Management Inc
INCREASED
Shares7,151 from 7,142
Change+9 (+0%)
Value$218.8K (+$12.1K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
NEW
Shares7,040
Change+7,040
Value$218.4K
Filed 2026-10-27
Morton Brown Family Wealth, LLC
DECREASED
Shares6,984 from 7,059
Change-75 (-1%)
Value$213.6K (+$22.7K)
Filed 2026-10-23
SigFig Wealth Management, LLC
NEW
Shares6,935
Change+6,935
Value$212.1K
Filed 2026-10-07
Balboa Wealth Partners
NEW
Shares6,805
Change+6,805
Value$208.2K
Filed 2026-10-20
Miller Financial Services LLC
NEW
Shares6,700
Change+6,700
Value$205.0K
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares6,615 from 6,294
Change+321 (+5%)
Value$202.4K (+$32.1K)
Filed 2026-10-08
StrongBox Wealth, LLC
INCREASED
Shares6,441 from 6,175
Change+266 (+4%)
Value$197.0K (+$30.0K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares5,707 from 6,651
Change-944 (-14%)
Value$174.6K (-$5.3K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares4,498
Change+4,498
Value$137.6K
Filed 2026-11-05
Transce3nd, LLC
NEW
Shares4,417
Change+4,417
Value$136.2K
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares4,330 from 8,287
Change-3,957 (-48%)
Value$132.5K (-$91.7K)
Filed 2026-10-16
United Community Bank
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$86.4K (+$10.0K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares2,387 from 2,384
Change+3 (+0%)
Value$73.0K (+$8.5K)
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares2,322 from 4,774
Change-2,452 (-51%)
Value$71.0K (-$58.1K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares2,057 from 2,035
Change+22 (+1%)
Value$63.0K (+$7.9K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares2,007 from 2,065
Change-58 (-3%)
Value$61.4K (+$5.5K)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$58.4K (+$6.8K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares1,764 from 1,764
Change0 (0%)
Value$54.0K (+$6.2K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$48.7K (+$5.6K)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$45.9K (+$5.3K)
Filed 2026-11-03
Reap Financial Group, LLC
NEW
Shares1,265
Change+1,265
Value$38.7K
Filed 2026-11-02
Farmers & Merchants Investments Inc
DECREASED
Shares700 from 1,600
Change-900 (-56%)
Value$21.4K (-$21.9K)
Filed 2026-10-22
Salomon & Ludwin, LLC
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$19.9K (+$2.3K)
Filed 2026-10-29
CX Institutional
INCREASED
Shares643 from 641
Change+2 (+0%)
Value$20 (+$3)
Filed 2026-10-02
Cassaday & Co Wealth Management LLC
NEW
Shares593
Change+593
Value$18.1K
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares549 from 417
Change+132 (+32%)
Value$16.8K (+$5.5K)
Filed 2026-11-05
Nfsg Corp
DECREASED
Shares503 from 1,345
Change-842 (-63%)
Value$15.4K (-$21.0K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$12.4K (+$1.4K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares384 from 410
Change-26 (-6%)
Value$11.7K (+$656)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares249 from 1,850
Change-1,601 (-87%)
Value$7.6K (-$42.4K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares239
Change+239
Value$7.3K
Filed 2026-10-21
Silver Grove Financial Group, Inc.
DECREASED
Shares235 from 263
Change-28 (-11%)
Value$7.2K (+$75)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares160
Change+160
Value$4.9K
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$4.7K (+$545)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$4.3K (+$518)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$4.3K (+$499)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$4.2K (+$497)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares124 from 74
Change+50 (+68%)
Value$3.8K (+$1.8K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$3.4K (+$393)
Filed 2026-10-09
Independence Bank of Kentucky
NEW
Shares98
Change+98
Value$3.0K
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$3.0K (+$326)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.3K (+$265)
Filed 2026-10-14
POM Investment Strategies, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.3K (+$152)
Filed 2026-10-20
Buck Wealth Strategies, LLC
NEW
Shares1
Change+1
Value$31
Filed 2026-10-28
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 377,555
Change-377,555 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-21
Milestones Private Investment Advisors LLC
CLOSED
Shares0 from 82,589
Change-82,589 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 54,261
Change-54,261 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Envision Financial LLC
CLOSED
Shares0 from 13,984
Change-13,984 (-100%)
Value$0 (-$378.3K)
Filed 2026-10-15
Balefire, LLC
CLOSED
Shares0 from 8,108
Change-8,108 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-09
Vise Technologies, Inc.
CLOSED
Shares0 from 7,447
Change-7,447 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,257
Change-5,257 (-100%)
Value$0 (-$142.4K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,012
Change-2,012 (-100%)
Value$0 (-$54.4K)
Filed 2026-10-13
Mechanics Financial Corp
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$54.1K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,787
Change-1,787 (-100%)
Value$0 (-$48.3K)
Filed 2026-10-15
Central Trust Co
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$27.1K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-02
Ulland Investment Advisors, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$4)
Filed 2026-10-13
Wells Fargo & Company
N/A
Shares— from 21,763,134
Change-21,763,134 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,562,312
Change-10,562,312 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,478,012
Change-7,478,012 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,466,281
Change-5,466,281 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,295,649
Change-3,295,649 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,672,607
Change-1,672,607 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,617,836
Change-1,617,836 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,415,450
Change-1,415,450 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,387,044
Change-1,387,044 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 971,639
Change-971,639 (-100%)
Value—
&partners
N/A
Shares— from 965,395
Change-965,395 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 932,402
Change-932,402 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 782,279
Change-782,279 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 756,891
Change-756,891 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 719,100
Change-719,100 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 591,708
Change-591,708 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 580,543
Change-580,543 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 574,445
Change-574,445 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 470,207
Change-470,207 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 324,348
Change-324,348 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 320,040
Change-320,040 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 316,406
Change-316,406 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 280,803
Change-280,803 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 268,950
Change-268,950 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 251,724
Change-251,724 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 218,676
Change-218,676 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 210,441
Change-210,441 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 203,939
Change-203,939 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 170,168
Change-170,168 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 165,437
Change-165,437 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 146,629
Change-146,629 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 127,679
Change-127,679 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 123,859
Change-123,859 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 121,915
Change-121,915 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 112,058
Change-112,058 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 103,112
Change-103,112 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 102,767
Change-102,767 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 95,335
Change-95,335 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 94,188
Change-94,188 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 87,620
Change-87,620 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 83,307
Change-83,307 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 81,873
Change-81,873 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 80,990
Change-80,990 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 80,980
Change-80,980 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 75,156
Change-75,156 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 74,881
Change-74,881 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 70,295
Change-70,295 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 69,591
Change-69,591 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 68,854
Change-68,854 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 63,067
Change-63,067 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 62,033
Change-62,033 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 57,222
Change-57,222 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 52,329
Change-52,329 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 52,063
Change-52,063 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 48,067
Change-48,067 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 47,596
Change-47,596 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 46,569
Change-46,569 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 46,234
Change-46,234 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 44,254
Change-44,254 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 43,669
Change-43,669 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 41,241
Change-41,241 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 39,192
Change-39,192 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 37,951
Change-37,951 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 34,253
Change-34,253 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 30,655
Change-30,655 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 27,921
Change-27,921 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,881
Change-26,881 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 23,874
Change-23,874 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 22,748
Change-22,748 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,778
Change-21,778 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 19,412
Change-19,412 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,764
Change-17,764 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 17,353
Change-17,353 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,571
Change-16,571 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 15,716
Change-15,716 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,321
Change-14,321 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 12,859
Change-12,859 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,752
Change-12,752 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,567
Change-12,567 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,704
Change-10,704 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,109
Change-8,109 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 920
Change-920 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 821
Change-821 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 573
Change-573 (-100%)
Value—
Rogco, LP
N/A
Shares— from 480
Change-480 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 397
Change-397 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 52
Change-52 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cyndeo Wealth Partners, LLC
DECREASED1,076,4571,157,535-81,078-7%$31.3M$32.9M+$1.6M2026-10-16
Csenge Advisory Group
DECREASED853,883901,297-47,414-5%$24.4M$26.1M+$1.7M2026-11-04
Financial Enhancement Group LLC
INCREASED719,087666,514+52,573+8%$18.0M$22.2M+$4.2M2026-10-08
Carrera Capital Advisors
INCREASED714,730690,192+24,538+4%$18.7M$21.9M+$3.2M2026-11-03
Commonwealth Equity Services, LLC
DECREASED646,595648,635-2,0400%$17.5M$19.8M+$2.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED620,774589,983+30,791+5%$16.0M$19.0M+$3.0M2026-11-02
Bison Wealth, LLC
INCREASED576,306498,160+78,146+16%$13.8M$18.0M+$4.1M2026-10-13
Grimes & Co Wealth Management, LLC
NEW516,617—+516,617——$15.8M—2026-10-29
Prospera Financial Services Inc
INCREASED492,940263,865+229,075+87%$7.1M$14.8M+$7.7M2026-11-04
Capital Asset Advisory Services LLC
INCREASED476,681382,602+94,079+25%$10.3M$14.6M+$4.3M2026-10-30
Cooper Financial Group
DECREASED375,766386,464-10,698-3%$10.5M$11.5M+$1.0M2026-10-07
StoneX Group Inc.
INCREASED363,946324,087+39,859+12%$8.8M$11.1M+$2.4M2026-11-03
Solitude Financial Services
DECREASED337,117338,563-1,4460%$9.2M$10.3M+$1.2M2026-10-26
Arvest Investments, Inc.
INCREASED291,524280,704+10,820+4%$7.6M$8.9M+$1.3M2026-10-21
LexAurum Advisors, LLC
INCREASED289,930283,090+6,840+2%$7.7M$8.9M+$1.2M2026-10-19
Mainsail Financial Group, LLC
INCREASED283,610269,735+13,875+5%$7.3M$8.7M+$1.4M2026-10-23
D.A. Davidson & Co.
INCREASED278,158274,403+3,755+1%$7.4M$8.5M+$1.1M2026-10-28
USAdvisors Wealth Management, LLC
INCREASED253,541248,626+4,915+2%$6.7M$7.8M+$1.0M2026-10-21
Farther Finance Advisors, LLC
INCREASED244,157227,959+16,198+7%$6.2M$7.5M+$1.3M2026-10-08
Assetmark, Inc
INCREASED235,907150,142+85,765+57%$4.1M$7.2M+$3.2M2026-10-21
Able Financial Group, LLC
INCREASED219,980213,091+6,889+3%$5.8M$6.7M+$965.1K2026-10-14
Prevail Innovative Wealth Advisors, LLC
DECREASED207,627259,032-51,405-20%$7.0M$6.4M-$597.0K2026-10-20
HFG Wealth Management, LLC
UNCHANGED205,361205,36100%$5.6M$5.6M$02026-10-16
Walkner Condon Financial Advisors LLC
DECREASED168,069176,312-8,243-5%$4.8M$5.1M+$372.0K2026-11-02
Climber Capital SA
INCREASED156,073145,758+10,315+7%$3.8M$4.4M+$584.2K2026-10-20
Citigroup Inc
INCREASED155,987131,919+24,068+18%$3.6M$4.8M+$1.2M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED141,09682,727+58,369+71%$2.3M$4.4M+$2.1M2026-10-13
Guided Capital Wealth Management, LLC
DECREASED128,302131,764-3,462-3%$3.6M$3.9M+$360.5K2026-10-21
MGO One Seven LLC
INCREASED124,959118,648+6,311+5%$3.2M$3.8M+$613.1K2026-10-28
Kestra Advisory Services, LLC
INCREASED122,25599,317+22,938+23%$2.7M$3.7M+$1.1M2026-11-02
Truist Financial Corp
DECREASED111,646116,969-5,323-5%$3.2M$3.4M+$251.2K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED105,985118,410-12,425-10%$3.2M$3.2M+$34.7K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED99,07896,727+2,351+2%$2.6M$3.0M+$414.3K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED91,82168,155+23,666+35%$1.8M$2.8M+$965.2K2026-10-30
Corundum Group, Inc.
INCREASED89,32984,182+5,147+6%$2.3M$2.7M+$455.5K2026-10-28
MFG Investments, LLC
NEW84,463—+84,463——$2.6M—2026-10-30
RFG Advisory, LLC
INCREASED83,34179,217+4,124+5%$2.1M$2.5M+$406.6K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED80,00071,973+8,027+11%$1.9M$2.4M+$500.3K2026-10-14
Arwa LLC
INCREASED78,26657,099+21,167+37%$1.6M$2.5M+$827.6K2026-10-21
Inspirion Wealth Advisors, LLC
DECREASED65,35465,863-509-1%$1.8M$2.0M+$215.3K2026-10-09
Gerald Baker Financial Group LLC
INCREASED64,30064,167+133+0%$1.7M$2.0M+$231.2K2026-10-09
Fifth Third Bancorp
INCREASED63,02361,570+1,453+2%$1.7M$1.9M+$262.4K2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED61,28258,479+2,803+5%$1.6M$1.9M+$292.8K2026-11-02
Chiron Capital Management, LLC
DECREASED61,24063,380-2,140-3%$1.7M$1.9M+$158.9K2026-10-15
Simplicity Wealth,LLC
INCREASED61,08234,589+26,493+77%$935.6K$1.9M+$932.9K2026-10-23
Oppenheimer & Co Inc
INCREASED57,38343,211+14,172+33%$1.2M$1.8M+$586.5K2026-10-26
E&G Advisors, LLC
DECREASED56,05856,228-1700%$1.5M$1.7M+$193.8K2026-10-13
Cascade Investment Group, Inc.
INCREASED54,49154,064+427+1%$1.5M$1.7M+$204.4K2026-10-13
Nations Financial Group Inc,
DECREASED52,08252,493-411-1%$1.4M$1.6M+$173.3K2026-11-05
Center For Asset Management LLC
DECREASED50,87850,918-400%$1.4M$1.6M+$179.0K2026-10-16
Bank of New York Mellon Corp
INCREASED50,33439,679+10,655+27%$1.1M$1.5M+$466.4K2026-11-05
TrueWealth Advisors, LLC
INCREASED49,14243,558+5,584+13%$1.2M$1.5M+$325.0K2026-10-09
Columbia Advisory Partners LLC
DECREASED48,99649,345-349-1%$1.3M$1.5M+$164.0K2026-10-15
Lanark Financial, Inc.
INCREASED45,92745,729+198+0%$1.2M$1.4M+$167.9K2026-10-26
Trueblood Wealth Management, LLC
DECREASED45,34345,374-310%$1.2M$1.4M+$159.7K2026-10-23
Koshinski Asset Management, Inc.
DECREASED43,63443,869-235-1%$1.2M$1.3M+$148.1K2026-10-29
Certified Advisory Corp
INCREASED43,45342,297+1,156+3%$1.1M$1.3M+$185.1K2026-10-29
MTM Investment Management, LLC
DECREASED43,18944,573-1,384-3%$1.2M$1.3M+$115.5K2026-10-30
Fifth Third Securities, Inc.
NEW41,797—+41,797——$1.3M—2026-10-21
Sowell Financial Services LLC
INCREASED41,57114,132+27,439+194%$382.3K$1.3M+$889.4K2026-10-23
Focus Financial Network, Inc.
INCREASED39,07736,073+3,004+8%$975.8K$1.2M+$219.6K2026-10-14
Aspect Partners, LLC
DECREASED37,61837,677-590%$1.0M$1.2M+$131.6K2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED37,26337,485-222-1%$1.0M$1.1M+$125.9K2026-11-05
Global Assets Advisory, LLC
DECREASED34,14634,446-300-1%$934.7K$1.0M+$114.3K2026-10-28
Cadent Capital Advisors, LLC
DECREASED29,96035,248-5,288-15%$953.5K$916.5K-$37.0K2026-10-09
Sacks & Associates, LLC
NEW29,939—+29,939——$915.8K—2026-10-09
City Center Advisors, LLC
INCREASED27,64125,611+2,030+8%$692.8K$845.5K+$152.8K2026-10-08
Carlson Financial, Inc.
DECREASED24,31826,077-1,759-7%$705.5K$743.9K+$38.4K2026-11-05
Titleist Asset Management, LLC
INCREASED22,67419,107+3,567+19%$516.9K$693.6K+$176.7K2026-10-08
Stablepoint Partners, LLC
DECREASED22,00123,527-1,526-6%$636.4K$673.0K+$36.6K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED21,77021,139+631+3%$571.8K$665.9K+$94.1K2026-11-03
Magnus Financial Group LLC
DECREASED21,20321,240-370%$574.5K$648.6K+$74.1K2026-10-21
Lunt Capital Management, Inc.
NEW20,772—+20,772——$635.4K—2026-10-30
Puff Wealth Management, LLC
INCREASED20,55120,484+67+0%$554.1K$628.6K+$74.6K2026-10-07
Creative Planning
INCREASED20,54413,338+7,206+54%$360.8K$628.4K+$267.6K2026-11-02
Asset Allocation Strategies LLC
DECREASED20,19220,653-461-2%$558.7K$617.7K+$59.0K2026-10-20
First United Bank & Trust
INCREASED19,67211,041+8,631+78%$298.7K$601.8K+$303.1K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED19,63817,653+1,985+11%$477.5K$600.7K+$123.2K2026-10-23
Flaharty Asset Management, LLC
DECREASED19,60283,146-63,544-76%$2.3M$600.7K-$1.7M2026-11-02
TMB Capital Partners, LLC
INCREASED18,98516,018+2,967+19%$433.3K$580.7K+$147.5K2026-10-20
Signature Equity Partners, LLC
DECREASED18,73618,791-550%$508.3K$573.1K+$64.8K2026-10-29
Atria Investments, Inc
NEW18,138—+18,138——$554.8K—2026-10-15
First Heartland Consultants, Inc.
INCREASED17,56416,524+1,040+6%$447.0K$537.3K+$90.3K2026-10-08
Oarsman Capital, Inc.
INCREASED17,23117,223+8+0%$465.9K$527.1K+$61.2K2026-11-05
Maseco LLP
UNCHANGED17,06017,06000%$461.5K$522.5K+$61.0K2026-10-27
Brookstone Capital Management
DECREASED16,66216,664-20%$450.8K$509.7K+$58.9K2026-10-22
Sound Income Strategies, LLC
DECREASED16,31416,390-760%$443.4K$505.2K+$61.9K2026-10-09
Americana Partners, LLC
INCREASED16,09715,968+129+1%$432.0K$492.4K+$60.5K2026-10-28
WealthCare Investment Partners, LLC
DECREASED15,61417,088-1,474-9%$462.2K$477.6K+$15.4K2026-11-05
HBW Advisory Services LLC
INCREASED15,42213,951+1,471+11%$377.4K$471.8K+$94.4K2026-10-15
Vontobel Holding Ltd.
UNCHANGED14,78314,78300%$399.9K$452.2K+$52.3K2026-10-16
Baldwin Wealth Partners LLC
UNCHANGED14,67514,67500%$397.0K$448.9K+$51.9K2026-10-13
tru Independence LLC
DECREASED14,08614,411-325-2%$389.8K$430.9K+$41.1K2026-10-20
Capital Wealth Alliance, LLC
DECREASED13,84914,665-816-6%$395.9K$423.3K+$27.4K2026-10-20
EPG Wealth Management LLC
INCREASED13,20213,146+56+0%$355.6K$403.9K+$48.3K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED13,02014,138-1,118-8%$382.4K$398.3K+$15.8K2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED12,04311,992+51+0%$324.4K$368.4K+$44.0K2026-10-30
Waterfront Wealth Inc.
INCREASED11,50611,504+2+0%$322.3K$356.6K+$34.3K2026-11-03
Accel Wealth Management
INCREASED11,22911,103+126+1%$300.3K$343.5K+$43.1K2026-10-13
Genesis Private Wealth, LLC
DECREASED11,12511,664-539-5%$315.5K$340.3K+$24.8K2026-11-02
Everest Financial Group LLC
DECREASED10,88711,794-907-8%$319.0K$333.1K+$14.0K2026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED10,83110,83100%$293.0K$331.3K+$38.3K2026-11-04
Fearless Solutions, LLC dba Best Invest
UNCHANGED9,7829,78200%$264.6K$299.2K+$34.6K2026-10-14
Wedbush Securities Inc
INCREASED9,7559,570+185+2%$259.0K$298.0K+$39.0K2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW9,401—+9,401——$287.6K—2026-10-27
Cushing Capital Partners, LLC
DECREASED9,38110,551-1,170-11%$285.4K$287.0K+$1.6K2026-10-20
Shelton Wealth Management, LLC
UNCHANGED9,2439,24300%$250.0K$282.7K+$32.7K2026-10-16
Objective Capital Management, LLC
INCREASED9,1119,100+11+0%$246.2K$278.7K+$32.5K2026-10-13
Northwest Wealth Advisors, LLC
INCREASED8,4738,437+36+0%$228.2K$259.2K+$31.0K2026-11-02
Signal Advisors Wealth, LLC
NEW8,337—+8,337——$255.0K—2026-10-13
Daymark Wealth Partners, LLC
DECREASED7,7057,777-72-1%$210.4K$235.7K+$25.3K2026-11-04
Iams Wealth Management, LLC
NEW7,517—+7,517——$229.9K—2026-10-15
Nilsine Partners, LLC
UNCHANGED7,5007,50000%$202.9K$229.4K+$26.6K2026-11-02
Visionary Wealth Advisors
DECREASED7,4958,181-686-8%$221.3K$229.3K+$8.0K2026-11-04
Wealth Effects LLC
INCREASED7,4637,460+3+0%$201.8K$228.3K+$26.5K2026-10-23
Summit Wealth Group LLC / Co
UNCHANGED7,4097,40900%$200.4K$226.6K+$26.2K2026-10-29
Compass Financial Management LLC
DECREASED7,3088,101-793-10%$222.0K$223.6K+$1.6K2026-10-30
Creative Financial Designs Inc
DECREASED7,29911,382-4,083-36%$307.9K$223.3K-$84.6K2026-11-04
Bright Financial Advisors, Inc.
NEW7,215—+7,215——$220.7K—2026-10-23
Core Wealth Partners LLC
NEW7,183—+7,183——$219.7K—2026-11-02
Total Investment Management Inc
INCREASED7,1517,142+9+0%$206.7K$218.8K+$12.1K2026-10-22
FSM Wealth Advisors, LLC
NEW7,040—+7,040——$218.4K—2026-10-27
Morton Brown Family Wealth, LLC
DECREASED6,9847,059-75-1%$190.9K$213.6K+$22.7K2026-10-23
SigFig Wealth Management, LLC
NEW6,935—+6,935——$212.1K—2026-10-07
Balboa Wealth Partners
NEW6,805—+6,805——$208.2K—2026-10-20
Miller Financial Services LLC
NEW6,700—+6,700——$205.0K—2026-10-20
CoreCap Advisors, LLC
INCREASED6,6156,294+321+5%$170.3K$202.4K+$32.1K2026-10-08
StrongBox Wealth, LLC
INCREASED6,4416,175+266+4%$167.0K$197.0K+$30.0K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED5,7076,651-944-14%$179.9K$174.6K-$5.3K2026-11-04
Jacobi Capital Management LLC
NEW4,498—+4,498——$137.6K—2026-11-05
Transce3nd, LLC
NEW4,417—+4,417——$136.2K—2026-10-26
IFP Advisors, Inc
DECREASED4,3308,287-3,957-48%$224.2K$132.5K-$91.7K2026-10-16
United Community Bank
UNCHANGED2,8252,82500%$76.4K$86.4K+$10.0K2026-10-28
Private Trust Co NA
INCREASED2,3872,384+3+0%$64.5K$73.0K+$8.5K2026-10-20
SBI Securities Co., Ltd.
DECREASED2,3224,774-2,452-51%$129.1K$71.0K-$58.1K2026-10-22
Golden State Wealth Management, LLC
INCREASED2,0572,035+22+1%$55.0K$63.0K+$7.9K2026-11-02
Spire Wealth Management
DECREASED2,0072,065-58-3%$55.9K$61.4K+$5.5K2026-10-30
IMG Wealth Management, Inc.
UNCHANGED1,9101,91000%$51.7K$58.4K+$6.8K2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED1,7641,76400%$47.7K$54.0K+$6.2K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED1,5911,59100%$43.0K$48.7K+$5.6K2026-10-21
Parallel Advisors, LLC
UNCHANGED1,5001,50000%$40.6K$45.9K+$5.3K2026-11-03
Reap Financial Group, LLC
NEW1,265—+1,265——$38.7K—2026-11-02
Farmers & Merchants Investments Inc
DECREASED7001,600-900-56%$43.3K$21.4K-$21.9K2026-10-22
Salomon & Ludwin, LLC
UNCHANGED64964900%$17.6K$19.9K+$2.3K2026-10-29
CX Institutional
INCREASED643641+2+0%$17$20+$32026-10-02
Cassaday & Co Wealth Management LLC
NEW593—+593——$18.1K—2026-10-27
US Bancorp \de\
INCREASED549417+132+32%$11.3K$16.8K+$5.5K2026-11-05
Nfsg Corp
DECREASED5031,345-842-63%$36.4K$15.4K-$21.0K2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED40540500%$11.0K$12.4K+$1.4K2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED384410-26-6%$11.1K$11.7K+$6562026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2491,850-1,601-87%$50.0K$7.6K-$42.4K2026-10-14
Root Financial Partners, LLC
NEW239—+239——$7.3K—2026-10-21
Silver Grove Financial Group, Inc.
DECREASED235263-28-11%$7.1K$7.2K+$752026-11-05
Latitude Advisors, LLC
NEW160—+160——$4.9K—2026-10-27
Mather Group, Llc.
UNCHANGED15415400%$4.2K$4.7K+$5452026-10-14
Larson Financial Group LLC
INCREASED142141+1+1%$3.8K$4.3K+$5182026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED14114100%$3.8K$4.3K+$4992026-10-22
EverSource Wealth Advisors, LLC
INCREASED136135+1+1%$3.7K$4.2K+$4972026-11-04
Rossby Financial, LCC
INCREASED12474+50+68%$2.0K$3.8K+$1.8K2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED11111100%$3.0K$3.4K+$3932026-10-09
Independence Bank of Kentucky
NEW98—+98——$3.0K—2026-10-26
Holos Integrated Wealth LLC
UNCHANGED989800%$2.7K$3.0K+$3262026-10-23
Triumph Capital Management
UNCHANGED757500%$2.0K$2.3K+$2652026-10-14
POM Investment Strategies, LLC
UNCHANGED434300%$1.2K$1.3K+$1522026-10-20
Buck Wealth Strategies, LLC
NEW1—+1——$31—2026-10-28
Axxcess Wealth Management, LLC
CLOSED0377,555-377,555-100%$10.2M$0-$10.2M2026-10-21
Milestones Private Investment Advisors LLC
CLOSED082,589-82,589-100%$2.2M$0-$2.2M2026-10-19
Flagship Harbor Advisors, LLC
CLOSED054,261-54,261-100%$1.5M$0-$1.5M2026-10-26
Envision Financial LLC
CLOSED013,984-13,984-100%$378.3K$0-$378.3K2026-10-15
Balefire, LLC
CLOSED08,108-8,108-100%$219.3K$0-$219.3K2026-10-09
Vise Technologies, Inc.
CLOSED07,447-7,447-100%$201.4K$0-$201.4K2026-10-29
International Assets Investment Management, LLC
CLOSED05,257-5,257-100%$142.4K$0-$142.4K2026-11-02
Gill Capital Partners, LLC
CLOSED02,012-2,012-100%$54.4K$0-$54.4K2026-10-13
Mechanics Financial Corp
CLOSED02,000-2,000-100%$54.1K$0-$54.1K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,787-1,787-100%$48.3K$0-$48.3K2026-10-15
Central Trust Co
CLOSED01,000-1,000-100%$27.1K$0-$27.1K2026-11-05
Lloyd Advisory Services, Llc.
CLOSED0345-345-100%$9.3K$0-$9.3K2026-11-02
Ulland Investment Advisors, LLC
CLOSED0130-130-100%$4$0-$42026-10-13
Wells Fargo & Company
N/A—21,763,134-21,763,134-100%$588.7M———
Morgan Stanley
N/A—10,562,312-10,562,312-100%$285.7M———
Envestnet Asset Management Inc
N/A—7,478,012-7,478,012-100%$202.3M———
Osaic Holdings, Inc.
N/A—5,466,281-5,466,281-100%$147.9M———
LPL Financial LLC
N/A—3,295,649-3,295,649-100%$89.1M———
UBS Group AG
N/A—1,672,607-1,672,607-100%$45.2M———
Royal Bank of Canada
N/A—1,617,836-1,617,836-100%$43.8M———
Raymond James Financial Inc
N/A—1,415,450-1,415,450-100%$38.3M———
Stock Yards Bank & Trust Co
N/A—1,387,044-1,387,044-100%$37.5M———
Modern Wealth Management, LLC
N/A—971,639-971,639-100%$26.3M———
&partners
N/A—965,395-965,395-100%$26.1M———
Northwestern Mutual Wealth Management Co
N/A—932,402-932,402-100%$25.2M———
Dunhill Financial, LLC
N/A—782,279-782,279-100%$21.3M———
First Trust Advisors LP
N/A—756,891-756,891-100%$20.5M———
Oversea-Chinese Banking Corp Ltd
N/A—719,100-719,100-100%$19.4M———
Cetera Investment Advisers
N/A—591,708-591,708-100%$16.0M———
Valmark Advisers, Inc.
N/A—580,543-580,543-100%$15.7M———
HighPoint Advisor Group LLC
N/A—574,445-574,445-100%$15.5M———
Envestnet Portfolio Solutions, Inc.
N/A—470,207-470,207-100%$12.7M———
PSI Advisors, LLC
N/A—324,348-324,348-100%$8.8M———
Summit Financial, LLC
N/A—320,040-320,040-100%$8.7M———
Petix & Botte Co
N/A—316,406-316,406-100%$8.6M———
NewEdge Advisors, LLC
N/A—280,803-280,803-100%$7.6M———
Gladstone Institutional Advisory LLC
N/A—268,950-268,950-100%$7.3M———
W1m Asset Management Ltd
N/A—251,724-251,724-100%$6.8M———
Baird Financial Group, Inc.
N/A—218,676-218,676-100%$5.9M———
Chicago Wealth Management, Inc.
N/A—210,441-210,441-100%$5.7M———
CreativeOne Wealth, LLC
N/A—203,939-203,939-100%$5.5M———
Ameritas Advisory Services, LLC
N/A—170,168-170,168-100%$4.6M———
Integrated Wealth Concepts LLC
N/A—165,437-165,437-100%$4.5M———
Orion Porfolio Solutions, LLC
N/A—146,629-146,629-100%$4.0M———
Coppell Advisory Solutions LLC
N/A—127,679-127,679-100%$1.0K———
Janney Montgomery Scott LLC
N/A—123,859-123,859-100%$3.4M———
Guardian Wealth Advisors, LLC / NC
N/A—121,915-121,915-100%$3.3M———
Harbour Investments, Inc.
N/A—112,058-112,058-100%$3.0M———
FWG Holdings, LLC
N/A—103,112-103,112-100%$3.0M———
JPMorgan Chase & Co
N/A—102,767-102,767-100%$2.8M———
Equitable Holdings, Inc.
N/A—95,335-95,335-100%$2.6M———
HighTower Advisors, LLC
N/A—94,188-94,188-100%$2.5M———
AE Wealth Management LLC
N/A—87,620-87,620-100%$2.4M———
Mutual Advisors, LLC
N/A—83,307-83,307-100%$2.3M———
Beacon Pointe Advisors, LLC
N/A—81,873-81,873-100%$2.2M———
Private Advisor Group, LLC
N/A—80,990-80,990-100%$2.2M———
Arkadios Wealth Advisors
N/A—80,980-80,980-100%$2.2M———
MML Investors Services, LLC
N/A—75,156-75,156-100%$2.0M———
Copia Wealth Management
N/A—74,881-74,881-100%$2.0M———
Western Wealth Management, LLC
N/A—70,295-70,295-100%$1.9M———
Principal Securities, Inc.
N/A—69,591-69,591-100%$1.9M———
Bank of America Corp
N/A—68,854-68,854-100%$1.9M———
Benjamin Edwards Inc
N/A—63,067-63,067-100%$1.7M———
Capital Financial Group Inc\co\
N/A—62,033-62,033-100%$1.7M———
PCG Wealth Advisors, LLC
N/A—57,222-57,222-100%$1.5M———
Silver OAK Securities, Incorporated
N/A—52,329-52,329-100%$1.4M———
Sargent Investment Group, LLC
N/A—52,063-52,063-100%$1.4M———
Vestmark Advisory Solutions, Inc.
N/A—48,067-48,067-100%$1.3M———
Captrust Financial Advisors
N/A—47,596-47,596-100%$1.3M———
Susquehanna International Group, LLP
N/A—46,569-46,569-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—46,234-46,234-100%$1.3M———
Keating Financial Advisory Services, Inc.
N/A—44,254-44,254-100%$1.2M———
Composition Wealth, LLC
N/A—43,669-43,669-100%$1.2M———
Magnolia Capital Advisors LLC
N/A—41,241-41,241-100%$1.1M———
Drive Wealth Management, LLC
N/A—39,192-39,192-100%$1.1M———
Traction Financial Partners, LLC
N/A—37,951-37,951-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—34,253-34,253-100%$926.6K———
Advisory Services Network, LLC
N/A—30,655-30,655-100%$829.2K———
Johnson Investment Counsel Inc
N/A—27,921-27,921-100%$755.3K———
Arax Advisory Partners
N/A—26,881-26,881-100%$727.1K———
Harvest Investment Services, LLC
N/A—23,874-23,874-100%$645.8K———
Darwin Wealth Management, LLC
N/A—22,748-22,748-100%$615.4K———
Rockefeller Capital Management L.P.
N/A—21,778-21,778-100%$589.1K———
Kovack Advisors, Inc.
N/A—20,300-20,300-100%$549.8K———
Osterweis Capital Management Inc
N/A—19,412-19,412-100%$525.1K———
Savvy Advisors, Inc.
N/A—17,764-17,764-100%$480.5K———
Merit Financial Group, LLC
N/A—17,353-17,353-100%$469.4K———
Snowden Capital Advisors LLC
N/A—16,571-16,571-100%$448.2K———
Proactive Wealth Strategies LLC
N/A—15,716-15,716-100%$425.1K———
Qube Research & Technologies Ltd
N/A—15,050-15,050-100%$407.1K———
World Investment Advisors
N/A—14,321-14,321-100%$398.6K———
Headland Capital, LLC
N/A—12,859-12,859-100%$347.8K———
Bleakley Financial Group, LLC
N/A—12,752-12,752-100%$344.9K———
Mariner, LLC
N/A—12,567-12,567-100%$339.9K———
Centaurus Financial, Inc.
N/A—12,357-12,357-100%$334.0K———
OneDigital Investment Advisors LLC
N/A—11,908-11,908-100%$322.1K———
Gateway Wealth Partners, LLC
N/A—11,443-11,443-100%$309.5K———
GeoWealth Management, LLC
N/A—10,980-10,980-100%$297.0K———
Global Retirement Partners, LLC
N/A—10,704-10,704-100%$289.5K———
Coldstream Capital Management Inc
N/A—10,298-10,298-100%$278.6K———
Park Square Financial Group, LLC
N/A—9,639-9,639-100%$260.7K———
White Wing Wealth Management
N/A—9,199-9,199-100%$248.8K———
IHT Wealth Management, LLC
N/A—9,098-9,098-100%$246.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,109-8,109-100%$219.3K———
Mercer Global Advisors Inc
N/A—7,583-7,583-100%$205.1K———
Ameriflex Group, Inc.
N/A—5,870-5,870-100%$158.8K———
BFC Planning, Inc.
N/A—5,467-5,467-100%$147.9K———
Clearstead Advisors, LLC
N/A—4,417-4,417-100%$119.5K———
Private Wealth Asset Management, LLC
N/A—3,041-3,041-100%$82.3K———
Glassman Wealth Services
N/A—2,684-2,684-100%$72.6K———
IFG Advisory, LLC
N/A—2,630-2,630-100%$71.1K———
BNP Paribas Financial Markets
N/A—2,453-2,453-100%$66.4K———
Jones Financial Companies Lllp
N/A—2,264-2,264-100%$61.0K———
Geneos Wealth Management Inc.
N/A—1,741-1,741-100%$47.1K———
Transamerica Financial Advisors, LLC
N/A—1,714-1,714-100%$46.4K———
PlanVest Financial, Inc
N/A—1,412-1,412-100%$38.2K———
Brown Brothers Harriman & Co
N/A—1,266-1,266-100%$34.2K———
Fiduciary Financial Advisors
N/A—1,133-1,133-100%$30.7K———
Allworth Financial LP
N/A—920-920-100%$24.9K———
Ancora Advisors LLCA
N/A—821-821-100%$22.2K———
Pinney & Scofield, Inc.
N/A—573-573-100%$15.5K———
Rogco, LP
N/A—480-480-100%$13.0K———
PNC Financial Services Group, Inc.
N/A—451-451-100%$12.2K———
Huntington National Bank
N/A—397-397-100%$10.7K———
Basepoint Wealth LLC
N/A—221-221-100%$6.0K———
Capital Analysts, LLC
N/A—167-167-100%$5———
Mcguire Capital Advisors Inc
N/A—126-126-100%$3.4K———
Marshall Investment Management, LLC
N/A—94-94-100%$2.5K———
SHP Wealth Management
N/A—52-52-100%$1.4K———
Frazier Financial Advisors, LLC
N/A—39-39-100%$1.1K———
Cheviot Value Management, LLC
N/A—38-38-100%$1.0K———
Medallion Wealth Advisors, LLC
N/A—23-23-100%$633———
Continuum Advisory, LLC
N/A—9-9-100%$243———
Quantum Portfolio Management LLC
N/A—8-8-100%$216———
UBS Asset Management Americas LLC
N/A—1-1-100%$27———
Showing 300 of 300 institutions