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First Trust Managed Municipa (FMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,500,763 from 2,423,152
Change+77,611 (+3%)
Value$119.7M (-$4.8M)
Filed 2026-11-06
Avantax Planning Partners, Inc.
INCREASED
Shares973,988 from 837,252
Change+136,736 (+16%)
Value$46.6M (+$3.6M)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares408,614 from 428,848
Change-20,234 (-5%)
Value$19.6M (-$2.5M)
Filed 2026-10-30
RMR Wealth Builders
INCREASED
Shares377,337 from 351,741
Change+25,596 (+7%)
Value$18.1M (-$8.6K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares369,225 from 349,602
Change+19,623 (+6%)
Value$17.7M (-$286.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares326,032 from 331,431
Change-5,399 (-2%)
Value$15.6M (-$1.4M)
Filed 2026-11-02
True Blue Financial, LLC
DECREASED
Shares259,546 from 281,978
Change-22,432 (-8%)
Value$12.4M (-$2.1M)
Filed 2026-10-15
XML Financial, LLC
NEW
Shares212,746
Change+212,746
Value$10.2M
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares198,683 from 169,893
Change+28,790 (+17%)
Value$9.5M (+$782.0K)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares182,748 from 186,856
Change-4,108 (-2%)
Value$8.8M (-$805.0K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares182,472 from 184,281
Change-1,809 (-1%)
Value$8.7M (-$732.9K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares178,128 from 164,013
Change+14,115 (+9%)
Value$8.5M (+$100.3K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares177,140 from 158,769
Change+18,371 (+12%)
Value$8.5M (+$322.4K)
Filed 2026-10-08
Mattern Wealth Management LLC
NEW
Shares159,469
Change+159,469
Value$7.6M
Filed 2026-11-04
ERn Financial, LLC
INCREASED
Shares159,274 from 152,769
Change+6,505 (+4%)
Value$7.6M (-$224.5K)
Filed 2026-10-28
CWA Asset Management Group, LLC
DECREASED
Shares111,528 from 127,174
Change-15,646 (-12%)
Value$5.3M (-$1.2M)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares110,305 from 100,177
Change+10,128 (+10%)
Value$5.3M (+$133.4K)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares108,764 from 95,493
Change+13,271 (+14%)
Value$5.6M (+$681.7K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares107,833 from 147,830
Change-39,997 (-27%)
Value$5.2M (-$2.4M)
Filed 2026-11-04
Country Trust Bank
DECREASED
Shares87,900 from 88,133
Change-233 (0%)
Value$4.2M (-$320.3K)
Filed 2026-10-30
Magnus Financial Group LLC
INCREASED
Shares87,328 from 85,923
Change+1,405 (+2%)
Value$4.2M (-$234.1K)
Filed 2026-10-21
Etesian Wealth Advisors, Inc.
INCREASED
Shares86,115 from 85,581
Change+534 (+1%)
Value$4.1M (-$274.6K)
Filed 2026-10-27
EdgeRock Capital LLC
INCREASED
Shares84,623 from 68,971
Change+15,652 (+23%)
Value$4.1M (+$507.2K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
DECREASED
Shares81,830 from 97,549
Change-15,719 (-16%)
Value$3.9M (-$1.1M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares80,216 from 80,705
Change-489 (-1%)
Value$3.8M (-$306.5K)
Filed 2026-11-05
Able Financial Group, LLC
INCREASED
Shares78,541 from 64,829
Change+13,712 (+21%)
Value$3.8M (+$428.9K)
Filed 2026-10-14
Westside Investment Management, Inc.
INCREASED
Shares74,000 from 70,950
Change+3,050 (+4%)
Value$3.5M (-$100.2K)
Filed 2026-11-02
Arwa LLC
INCREASED
Shares63,264 from 55,650
Change+7,614 (+14%)
Value$3.1M (+$216.3K)
Filed 2026-10-21
WealthCare Investment Partners, LLC
INCREASED
Shares59,460 from 59,000
Change+460 (+1%)
Value$2.8M (-$184.9K)
Filed 2026-11-05
Hedeker Wealth, LLC
INCREASED
Shares57,266 from 56,785
Change+481 (+1%)
Value$2.7M (-$176.1K)
Filed 2026-10-23
Vaquero Private Wealth, LTD
DECREASED
Shares56,440 from 62,463
Change-6,023 (-10%)
Value$2.7M (-$507.3K)
Filed 2026-10-27
Clearwater Capital Advisors, LLC
DECREASED
Shares55,169 from 55,553
Change-384 (-1%)
Value$2.6M (-$213.2K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares53,836 from 54,938
Change-1,102 (-2%)
Value$2.6M (-$245.4K)
Filed 2026-10-28
Inspirion Wealth Advisors, LLC
DECREASED
Shares51,438 from 51,538
Change-100 (0%)
Value$2.5M (-$185.7K)
Filed 2026-10-09
Arkansas Financial Group, Inc.
DECREASED
Shares49,026 from 63,304
Change-14,278 (-23%)
Value$2.3M (-$905.4K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
DECREASED
Shares48,986 from 51,218
Change-2,232 (-4%)
Value$2.3M (-$269.9K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares46,743 from 42,479
Change+4,264 (+10%)
Value$2.2M (+$55.1K)
Filed 2026-11-05
Heck Capital Advisors, LLC
INCREASED
Shares44,627 from 42,983
Change+1,644 (+4%)
Value$2.1M (-$72.1K)
Filed 2026-10-14
Landmark Wealth Management, LLC
DECREASED
Shares43,057 from 71,872
Change-28,815 (-40%)
Value$2.1M (-$1.6M)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares42,940 from 43,391
Change-451 (-1%)
Value$2.1M (-$173.8K)
Filed 2026-11-02
Midwest Financial Group LLC
INCREASED
Shares42,745 from 42,306
Change+439 (+1%)
Value$2.0M (-$127.4K)
Filed 2026-10-15
Weitzel Financial Services, Inc.
INCREASED
Shares42,063 from 36,910
Change+5,153 (+14%)
Value$2.0M (+$136.0K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares40,157 from 57,269
Change-17,112 (-30%)
Value$1.9M (-$1.0M)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares37,797 from 41,784
Change-3,987 (-10%)
Value$1.8M (-$337.4K)
Filed 2026-11-03
Friday Financial
INCREASED
Shares37,373 from 35,854
Change+1,519 (+4%)
Value$1.8M (-$39.1K)
Filed 2026-10-09
Sigma Planning Corp
INCREASED
Shares36,464 from 30,111
Change+6,353 (+21%)
Value$1.7M (+$199.9K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares36,258 from 35,020
Change+1,238 (+4%)
Value$1.7M (-$63.6K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares34,192 from 32,021
Change+2,171 (+7%)
Value$1.6M (-$8.4K)
Filed 2026-10-13
Family Capital Management, Inc.
INCREASED
Shares33,935 from 32,004
Change+1,931 (+6%)
Value$1.6M (-$19.8K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares33,289 from 33,045
Change+244 (+1%)
Value$1.6M (-$104.2K)
Filed 2026-10-26
Legacy Solutions, LLC
INCREASED
Shares33,003 from 32,379
Change+624 (+2%)
Value$1.6M (-$83.7K)
Filed 2026-10-07
Bernardo Wealth Planning LLC
INCREASED
Shares31,488 from 20,350
Change+11,138 (+55%)
Value$1.5M (+$461.7K)
Filed 2026-10-23
Hobart Private Capital, LLC
INCREASED
Shares31,250 from 25,901
Change+5,349 (+21%)
Value$1.5M (+$165.2K)
Filed 2026-10-19
Atlas Private Wealth Advisors
DECREASED
Shares31,047 from 31,365
Change-318 (-1%)
Value$1.5M (-$125.2K)
Filed 2026-10-23
Insight Wealth Strategies, LLC
INCREASED
Shares28,905 from 27,942
Change+963 (+3%)
Value$1.4M (-$52.0K)
Filed 2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares27,280 from 29,538
Change-2,258 (-8%)
Value$1.3M (-$211.7K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares26,006 from 31,742
Change-5,736 (-18%)
Value$1.2M (-$385.8K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares25,923 from 26,368
Change-445 (-2%)
Value$1.2M (-$113.8K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares25,166 from 24,002
Change+1,164 (+5%)
Value$1.2M (-$28.5K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares24,419 from 26,885
Change-2,466 (-9%)
Value$1.2M (-$212.3K)
Filed 2026-10-28
Scissortail Wealth Management, LLC
INCREASED
Shares23,104 from 22,773
Change+331 (+1%)
Value$1.1M (-$64.0K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares22,893 from 57,368
Change-34,475 (-60%)
Value$1.1M (-$1.8M)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares22,420 from 21,210
Change+1,210 (+6%)
Value$1.1M (-$16.5K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares22,093 from 29,962
Change-7,869 (-26%)
Value$1.1M (-$481.7K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
DECREASED
Shares21,379 from 21,529
Change-150 (-1%)
Value$1.0M (-$82.7K)
Filed 2026-10-13
Avestar Capital, LLC
INCREASED
Shares21,279 from 12,996
Change+8,283 (+64%)
Value$1.0M (+$350.8K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares21,258 from 21,776
Change-518 (-2%)
Value$1.0M (-$101.2K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares20,890 from 12,694
Change+8,196 (+65%)
Value$999.8K (+$347.7K)
Filed 2026-10-20
EPG Wealth Management LLC
INCREASED
Shares20,529 from 18,365
Change+2,164 (+12%)
Value$982.5K (+$39.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares20,465 from 24,779
Change-4,314 (-17%)
Value$979.5K (-$293.3K)
Filed 2026-10-16
Chiron Capital Management, LLC
DECREASED
Shares19,806 from 20,467
Change-661 (-3%)
Value$947.9K (-$103.4K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares19,537 from 22,742
Change-3,205 (-14%)
Value$935.0K (-$233.2K)
Filed 2026-10-16
LVZ, Inc.
INCREASED
Shares18,658 from 17,194
Change+1,464 (+9%)
Value$893.0K (+$9.8K)
Filed 2026-10-20
Philip James Wealth Mangement, LLC
INCREASED
Shares18,590 from 18,361
Change+229 (+1%)
Value$889.7K (-$53.4K)
Filed 2026-10-27
Milestones Private Investment Advisors LLC
DECREASED
Shares18,535 from 19,156
Change-621 (-3%)
Value$887.1K (-$96.9K)
Filed 2026-10-19
Crumly & Associates Inc.
UNCHANGED
Shares18,385 from 18,385
Change0 (0%)
Value$879.9K (-$64.5K)
Filed 2026-10-07
Saxon Interests, Inc.
INCREASED
Shares18,300 from 14,803
Change+3,497 (+24%)
Value$875.8K (+$115.4K)
Filed 2026-10-26
GSG Advisors LLC
DECREASED
Shares17,832 from 25,831
Change-7,999 (-31%)
Value$853.4K (-$473.4K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares17,801 from 19,508
Change-1,707 (-9%)
Value$852.0K (-$150.1K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
INCREASED
Shares16,996 from 12,852
Change+4,144 (+32%)
Value$813.4K (+$153.3K)
Filed 2026-10-21
Uniting Wealth Partners, LLC
DECREASED
Shares16,763 from 77,578
Change-60,815 (-78%)
Value$802.3K (-$3.2M)
Filed 2026-11-06
PKS Advisory Services, LLC
UNCHANGED
Shares16,319 from 16,319
Change0 (0%)
Value$838.3K ($0)
Filed 2026-10-26
Southland Equity Partners LLC
UNCHANGED
Shares16,238 from 16,238
Change0 (0%)
Value$777.2K (-$57.0K)
Filed 2026-10-14
Schwallier Wealth Management LLC
NEW
Shares15,915
Change+15,915
Value$761.7K
Filed 2026-11-05
Warren Street Wealth Advisors, LLC
DECREASED
Shares14,612 from 14,892
Change-280 (-2%)
Value$699.3K (-$65.6K)
Filed 2026-11-04
Main Line Retirement Advisors, LLC
INCREASED
Shares14,138 from 14,050
Change+88 (+1%)
Value$676.6K (-$45.1K)
Filed 2026-10-14
Merit Financial Group, LLC
DECREASED
Shares13,981 from 15,971
Change-1,990 (-12%)
Value$669.1K (-$151.2K)
Filed 2026-11-06
Opinicus Capital, Inc.
DECREASED
Shares13,645 from 13,663
Change-18 (0%)
Value$653.0K (-$48.8K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares13,309 from 7,234
Change+6,075 (+84%)
Value$637.0K (+$265.4K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
DECREASED
Shares13,240 from 15,215
Change-1,975 (-13%)
Value$633.7K (-$147.9K)
Filed 2026-10-26
NewSquare Capital LLC
INCREASED
Shares13,141 from 12,769
Change+372 (+3%)
Value$628.9K (-$27.0K)
Filed 2026-11-06
Cottonwood Capital Advisors, LLC
DECREASED
Shares12,965 from 13,087
Change-122 (-1%)
Value$620.5K (-$51.7K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
NEW
Shares12,306
Change+12,306
Value$595.9K
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares11,929 from 12,084
Change-155 (-1%)
Value$570.9K (-$49.8K)
Filed 2026-10-29
Naples Global Advisors, LLC
INCREASED
Shares11,900 from 7,900
Change+4,000 (+51%)
Value$569.5K (+$163.7K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares11,844 from 11,344
Change+500 (+4%)
Value$566.9K (-$15.9K)
Filed 2026-10-14
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares11,486 from 12,200
Change-714 (-6%)
Value$549.7K (-$77.0K)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
DECREASED
Shares10,589 from 10,829
Change-240 (-2%)
Value$506.8K (-$49.5K)
Filed 2026-10-23
Cypress Capital Group
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$493.0K (-$36.1K)
Filed 2026-11-03
HFG Wealth Management, LLC
UNCHANGED
Shares10,163 from 10,163
Change0 (0%)
Value$522.0K ($0)
Filed 2026-10-16
Financial Enhancement Group LLC
INCREASED
Shares10,095 from 8,798
Change+1,297 (+15%)
Value$481.5K (+$29.6K)
Filed 2026-10-08
Old Mission Investment Co LLC
UNCHANGED
Shares10,079 from 10,079
Change0 (0%)
Value$482.4K (-$35.3K)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$478.6K (-$35.1K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares9,146 from 6,156
Change+2,990 (+49%)
Value$437.7K (+$121.5K)
Filed 2026-11-05
PTM Wealth Management, LLC
INCREASED
Shares9,144 from 9,057
Change+87 (+1%)
Value$439.0K (-$16.4K)
Filed 2026-10-23
Nilsine Partners, LLC
DECREASED
Shares8,936 from 9,386
Change-450 (-5%)
Value$427.7K (-$54.5K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
UNCHANGED
Shares8,900 from 8,900
Change0 (0%)
Value$427.3K (-$29.9K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares8,826 from 7,886
Change+940 (+12%)
Value$422.4K (+$17.3K)
Filed 2026-10-08
Total Clarity Wealth Management, Inc.
DECREASED
Shares8,373 from 12,107
Change-3,734 (-31%)
Value$400.7K (-$221.1K)
Filed 2026-10-26
HCR Wealth Advisors
UNCHANGED
Shares8,344 from 8,344
Change0 (0%)
Value$399.3K (-$29.3K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
UNCHANGED
Shares8,186 from 8,186
Change0 (0%)
Value$391.8K (-$28.7K)
Filed 2026-10-29
Patten Group, Inc.
DECREASED
Shares8,127 from 12,522
Change-4,395 (-35%)
Value$389.0K (-$254.3K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
DECREASED
Shares7,910 from 9,342
Change-1,432 (-15%)
Value$378.6K (-$101.3K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares7,782 from 7,782
Change0 (0%)
Value$372.4K (-$27.3K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares7,649 from 8,940
Change-1,291 (-14%)
Value$366.1K (-$93.1K)
Filed 2026-11-05
ShoreHaven Wealth Partners, LLC
DECREASED
Shares7,609 from 8,109
Change-500 (-6%)
Value$364.2K (-$52.4K)
Filed 2026-10-16
Lake Street Private Wealth, LLC
DECREASED
Shares7,500 from 56,500
Change-49,000 (-87%)
Value$359.0K (-$2.5M)
Filed 2026-10-22
Coyle Financial Counsel LLC
INCREASED
Shares7,433 from 6,204
Change+1,229 (+20%)
Value$355.7K (+$37.1K)
Filed 2026-10-28
Sutton Place Investors LLC
INCREASED
Shares7,374 from 6,938
Change+436 (+6%)
Value$352.9K (-$3.5K)
Filed 2026-10-20
TL Private Wealth
DECREASED
Shares6,953 from 17,973
Change-11,020 (-61%)
Value$334.1K (-$587.6K)
Filed 2026-10-13
Wedbush Securities Inc
NEW
Shares6,848
Change+6,848
Value$328.0K
Filed 2026-10-22
Cooksen Wealth, LLC
DECREASED
Shares6,840 from 7,569
Change-729 (-10%)
Value$328.4K (-$60.4K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares6,834 from 4,240
Change+2,594 (+61%)
Value$327.1K (+$109.3K)
Filed 2026-10-28
Investment Planning Advisors, Inc.
DECREASED
Shares6,831 from 77,540
Change-70,709 (-91%)
Value$326.9K (-$3.7M)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
NEW
Shares6,732
Change+6,732
Value$322.2K
Filed 2026-11-04
Beacon Financial Group
UNCHANGED
Shares6,451 from 6,451
Change0 (0%)
Value$308.7K (-$22.6K)
Filed 2026-10-19
Legacy Private Trust Co.
DECREASED
Shares6,426 from 10,098
Change-3,672 (-36%)
Value$307.5K (-$211.2K)
Filed 2026-10-06
Advisory Resource Group
DECREASED
Shares6,359 from 8,411
Change-2,052 (-24%)
Value$304.3K (-$127.7K)
Filed 2026-10-26
Maia Wealth LLC
INCREASED
Shares6,326 from 5,447
Change+879 (+16%)
Value$302.8K (+$23.0K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares6,022 from 7,877
Change-1,855 (-24%)
Value$288.2K (-$116.4K)
Filed 2026-10-08
Sovran Advisors, LLC
DECREASED
Shares5,989 from 10,009
Change-4,020 (-40%)
Value$295.0K (-$210.2K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares5,926 from 5,926
Change0 (0%)
Value$283.6K (-$20.8K)
Filed 2026-11-04
Cornerstone Wealth, LLC
DECREASED
Shares5,857 from 6,930
Change-1,073 (-15%)
Value$287.4K (-$66.9K)
Filed 2026-10-28
TrueWealth Advisors, LLC
DECREASED
Shares5,833 from 6,149
Change-316 (-5%)
Value$279.2K (-$36.7K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares5,812 from 5,786
Change+26 (+0%)
Value$278.2K (-$19.0K)
Filed 2026-11-04
Auour Investments LLC
INCREASED
Shares5,648 from 5,529
Change+119 (+2%)
Value$270.3K (-$13.7K)
Filed 2026-10-28
Crusonia Wealth Advisors LLC
INCREASED
Shares5,463 from 5,438
Change+25 (+0%)
Value$261.5K (-$17.9K)
Filed 2026-10-26
Wealth Advisors Northwest LLC
UNCHANGED
Shares5,428 from 5,428
Change0 (0%)
Value$259.8K (-$19.0K)
Filed 2026-10-29
QP Wealth Management, LLC
DECREASED
Shares4,900 from 11,435
Change-6,535 (-57%)
Value$234.5K (-$352.9K)
Filed 2026-10-20
QTR Family Wealth, LLC
INCREASED
Shares4,690 from 4,676
Change+14 (+0%)
Value$224.5K (-$15.7K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
NEW
Shares4,674
Change+4,674
Value$223.7K
Filed 2026-10-19
Live Oak Investment Partners
NEW
Shares4,496
Change+4,496
Value$215.2K
Filed 2026-10-23
Advisortrust Partners, LLC
UNCHANGED
Shares4,441 from 4,441
Change0 (0%)
Value$212.5K (-$15.6K)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares4,303 from 4,046
Change+257 (+6%)
Value$205.9K (-$1.9K)
Filed 2026-10-27
Condor Capital Management
UNCHANGED
Shares4,285 from 4,285
Change0 (0%)
Value$205.1K (-$15.0K)
Filed 2026-11-06
Flagstar Securities, Inc
INCREASED
Shares4,282 from 4,247
Change+35 (+1%)
Value$204.9K (-$13.3K)
Filed 2026-10-15
Revisor Wealth Management LLC
UNCHANGED
Shares4,243 from 4,243
Change0 (0%)
Value$206.5K (-$11.4K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares4,225 from 4,224
Change+1 (+0%)
Value$202.2K (-$14.8K)
Filed 2026-11-04
Atria Investments, Inc
NEW
Shares4,196
Change+4,196
Value$200.8K
Filed 2026-10-15
Wealthcare Advisory Partners LLC
NEW
Shares4,180
Change+4,180
Value$200.1K
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,339 from 4,063
Change-724 (-18%)
Value$159.8K (-$48.9K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
NEW
Shares2,554
Change+2,554
Value$122.2K
Filed 2026-11-06
Hanson & Doremus Investment Management
UNCHANGED
Shares2,233 from 2,233
Change0 (0%)
Value$107.0K (-$8.0K)
Filed 2026-10-16
Creative Capital Management Investments LLC
UNCHANGED
Shares2,036 from 2,036
Change0 (0%)
Value$97.4K (-$7.1K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares1,828
Change+1,828
Value$87.0K
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$66.0K (-$4.8K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$29.0K (-$2.0K)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares1,167
Change+1,167
Value$55.9K
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares1,115
Change+1,115
Value$53.4K
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$52.9K (-$3.9K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares1,060
Change+1,060
Value$50.8K
Filed 2026-11-03
PFS Partners, LLC
INCREASED
Shares706 from 186
Change+520 (+280%)
Value$33.8K (+$24.3K)
Filed 2026-10-21
GoalVest Advisory LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$33.0K (-$2.4K)
Filed 2026-10-02
Evolution Wealth Management Inc.
DECREASED
Shares543 from 1,024
Change-481 (-47%)
Value$26.0K (-$26.6K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares446 from 1,176
Change-730 (-62%)
Value$21.4K (-$39.1K)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$19.8K (-$1.5K)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.6K (-$631)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares125
Change+125
Value$6
Filed 2026-10-02
Team Financial Group, LLC
NEW
Shares92
Change+92
Value$4.4K
Filed 2026-10-30
Reap Financial Group, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.1K (-$302)
Filed 2026-11-02
High Note Wealth, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$479 (-$35)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$479 (-$35)
Filed 2026-11-04
Genesee Capital Advisors, LLC
CLOSED
Shares0 from 4,415
Change-4,415 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-20
Purus Wealth Management, LLC
CLOSED
Shares0 from 4,179
Change-4,179 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-15
Valmark Advisers, Inc.
CLOSED
Shares0 from 4,145
Change-4,145 (-100%)
Value$0 (-$212.9K)
Filed 2026-11-06
Wheelhouse Advisory Group LLC
CLOSED
Shares0 from 4,045
Change-4,045 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-20
Ellis Investment Partners, LLC
CLOSED
Shares0 from 4,020
Change-4,020 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 3,965
Change-3,965 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,473
Change-3,473 (-100%)
Value$0 (-$178.4K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$33.4K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$31.3K)
Filed 2026-10-15
Russell Investments Group, Ltd.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$86)
Filed 2026-11-06
Peterson Wealth Management
UNCHANGED
Shares0 from 0
Change0
Value$14 (-$1)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 3,496,125
Change-3,496,125 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,127,424
Change-2,127,424 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,078,113
Change-2,078,113 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,891,649
Change-1,891,649 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,256,709
Change-1,256,709 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 911,907
Change-911,907 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 782,447
Change-782,447 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 519,985
Change-519,985 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 497,684
Change-497,684 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 443,110
Change-443,110 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 396,678
Change-396,678 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 345,208
Change-345,208 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 323,763
Change-323,763 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 298,518
Change-298,518 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 273,980
Change-273,980 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 251,295
Change-251,295 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 245,248
Change-245,248 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 228,347
Change-228,347 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 209,609
Change-209,609 (-100%)
Value—
Motco
N/A
Shares— from 185,023
Change-185,023 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 179,008
Change-179,008 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 152,469
Change-152,469 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 147,834
Change-147,834 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 134,362
Change-134,362 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 134,195
Change-134,195 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 130,420
Change-130,420 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 127,378
Change-127,378 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 115,918
Change-115,918 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 113,429
Change-113,429 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 111,229
Change-111,229 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 109,061
Change-109,061 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 108,351
Change-108,351 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 105,378
Change-105,378 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 104,206
Change-104,206 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 96,313
Change-96,313 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 91,522
Change-91,522 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 87,089
Change-87,089 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 83,002
Change-83,002 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 68,562
Change-68,562 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 68,048
Change-68,048 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 67,769
Change-67,769 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 64,250
Change-64,250 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 63,752
Change-63,752 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 60,230
Change-60,230 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 58,398
Change-58,398 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 56,560
Change-56,560 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 48,915
Change-48,915 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 46,527
Change-46,527 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 44,983
Change-44,983 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,542
Change-44,542 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 44,033
Change-44,033 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 42,917
Change-42,917 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,479
Change-42,479 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 41,658
Change-41,658 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 40,306
Change-40,306 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 38,438
Change-38,438 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 36,430
Change-36,430 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,600
Change-34,600 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 33,688
Change-33,688 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 32,049
Change-32,049 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 30,230
Change-30,230 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 29,401
Change-29,401 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 29,363
Change-29,363 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 28,816
Change-28,816 (-100%)
Value—
&partners
N/A
Shares— from 26,093
Change-26,093 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,912
Change-25,912 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 25,907
Change-25,907 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 25,131
Change-25,131 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,767
Change-24,767 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 24,466
Change-24,466 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,105
Change-23,105 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 21,663
Change-21,663 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 21,567
Change-21,567 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 21,425
Change-21,425 (-100%)
Value—
Stephens Inc
N/A
Shares— from 20,253
Change-20,253 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 19,487
Change-19,487 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,992
Change-18,992 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 18,958
Change-18,958 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,768
Change-17,768 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 17,250
Change-17,250 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,862
Change-16,862 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,468
Change-15,468 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 15,304
Change-15,304 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,524
Change-14,524 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 13,909
Change-13,909 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,828
Change-13,828 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 13,241
Change-13,241 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,181
Change-13,181 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 13,030
Change-13,030 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,193
Change-11,193 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,798
Change-10,798 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,797
Change-10,797 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,312
Change-8,312 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,219
Change-8,219 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,155
Change-8,155 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,688
Change-5,688 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 202
Change-202 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 140
Change-140 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,500,7632,423,152+77,611+3%$124.5M$119.7M-$4.8M2026-11-06
Avantax Planning Partners, Inc.
INCREASED973,988837,252+136,736+16%$43.0M$46.6M+$3.6M2026-11-03
Truist Financial Corp
DECREASED408,614428,848-20,234-5%$22.0M$19.6M-$2.5M2026-10-30
RMR Wealth Builders
INCREASED377,337351,741+25,596+7%$18.1M$18.1M-$8.6K2026-10-22
Commonwealth Equity Services, LLC
INCREASED369,225349,602+19,623+6%$18.0M$17.7M-$286.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED326,032331,431-5,399-2%$17.0M$15.6M-$1.4M2026-11-02
True Blue Financial, LLC
DECREASED259,546281,978-22,432-8%$14.5M$12.4M-$2.1M2026-10-15
XML Financial, LLC
NEW212,746—+212,746——$10.2M—2026-10-29
Vise Technologies, Inc.
INCREASED198,683169,893+28,790+17%$8.7M$9.5M+$782.0K2026-10-29
Thrivent Financial for Lutherans
DECREASED182,748186,856-4,108-2%$9.6M$8.8M-$805.0K2026-11-05
Bank of New York Mellon Corp
DECREASED182,472184,281-1,809-1%$9.5M$8.7M-$732.9K2026-11-05
Kestra Advisory Services, LLC
INCREASED178,128164,013+14,115+9%$8.4M$8.5M+$100.3K2026-11-02
First Heartland Consultants, Inc.
INCREASED177,140158,769+18,371+12%$8.2M$8.5M+$322.4K2026-10-08
Mattern Wealth Management LLC
NEW159,469—+159,469——$7.6M—2026-11-04
ERn Financial, LLC
INCREASED159,274152,769+6,505+4%$7.8M$7.6M-$224.5K2026-10-28
CWA Asset Management Group, LLC
DECREASED111,528127,174-15,646-12%$6.5M$5.3M-$1.2M2026-10-19
MGO One Seven LLC
INCREASED110,305100,177+10,128+10%$5.1M$5.3M+$133.4K2026-10-28
Allworth Financial LP
INCREASED108,76495,493+13,271+14%$4.9M$5.6M+$681.7K2026-11-06
Citigroup Inc
DECREASED107,833147,830-39,997-27%$7.6M$5.2M-$2.4M2026-11-04
Country Trust Bank
DECREASED87,90088,133-2330%$4.5M$4.2M-$320.3K2026-10-30
Magnus Financial Group LLC
INCREASED87,32885,923+1,405+2%$4.4M$4.2M-$234.1K2026-10-21
Etesian Wealth Advisors, Inc.
INCREASED86,11585,581+534+1%$4.4M$4.1M-$274.6K2026-10-27
EdgeRock Capital LLC
INCREASED84,62368,971+15,652+23%$3.5M$4.1M+$507.2K2026-11-03
Brady Martz Wealth Solutions, LLC
DECREASED81,83097,549-15,719-16%$5.0M$3.9M-$1.1M2026-11-05
Fifth Third Bancorp
DECREASED80,21680,705-489-1%$4.1M$3.8M-$306.5K2026-11-05
Able Financial Group, LLC
INCREASED78,54164,829+13,712+21%$3.3M$3.8M+$428.9K2026-10-14
Westside Investment Management, Inc.
INCREASED74,00070,950+3,050+4%$3.6M$3.5M-$100.2K2026-11-02
Arwa LLC
INCREASED63,26455,650+7,614+14%$2.8M$3.1M+$216.3K2026-10-21
WealthCare Investment Partners, LLC
INCREASED59,46059,000+460+1%$3.0M$2.8M-$184.9K2026-11-05
Hedeker Wealth, LLC
INCREASED57,26656,785+481+1%$2.9M$2.7M-$176.1K2026-10-23
Vaquero Private Wealth, LTD
DECREASED56,44062,463-6,023-10%$3.2M$2.7M-$507.3K2026-10-27
Clearwater Capital Advisors, LLC
DECREASED55,16955,553-384-1%$2.9M$2.6M-$213.2K2026-11-06
D.A. Davidson & Co.
DECREASED53,83654,938-1,102-2%$2.8M$2.6M-$245.4K2026-10-28
Inspirion Wealth Advisors, LLC
DECREASED51,43851,538-1000%$2.6M$2.5M-$185.7K2026-10-09
Arkansas Financial Group, Inc.
DECREASED49,02663,304-14,278-23%$3.3M$2.3M-$905.4K2026-10-26
Sentinel Pension Advisors, LLC
DECREASED48,98651,218-2,232-4%$2.6M$2.3M-$269.9K2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED46,74342,479+4,264+10%$2.2M$2.2M+$55.1K2026-11-05
Heck Capital Advisors, LLC
INCREASED44,62742,983+1,644+4%$2.2M$2.1M-$72.1K2026-10-14
Landmark Wealth Management, LLC
DECREASED43,05771,872-28,815-40%$3.7M$2.1M-$1.6M2026-11-03
Golden State Wealth Management, LLC
DECREASED42,94043,391-451-1%$2.2M$2.1M-$173.8K2026-11-02
Midwest Financial Group LLC
INCREASED42,74542,306+439+1%$2.2M$2.0M-$127.4K2026-10-15
Weitzel Financial Services, Inc.
INCREASED42,06336,910+5,153+14%$1.9M$2.0M+$136.0K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED40,15757,269-17,112-30%$2.9M$1.9M-$1.0M2026-10-13
RFG Advisory, LLC
DECREASED37,79741,784-3,987-10%$2.1M$1.8M-$337.4K2026-11-03
Friday Financial
INCREASED37,37335,854+1,519+4%$1.8M$1.8M-$39.1K2026-10-09
Sigma Planning Corp
INCREASED36,46430,111+6,353+21%$1.5M$1.7M+$199.9K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED36,25835,020+1,238+4%$1.8M$1.7M-$63.6K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED34,19232,021+2,171+7%$1.6M$1.6M-$8.4K2026-10-13
Family Capital Management, Inc.
INCREASED33,93532,004+1,931+6%$1.6M$1.6M-$19.8K2026-11-03
Oppenheimer & Co Inc
INCREASED33,28933,045+244+1%$1.7M$1.6M-$104.2K2026-10-26
Legacy Solutions, LLC
INCREASED33,00332,379+624+2%$1.7M$1.6M-$83.7K2026-10-07
Bernardo Wealth Planning LLC
INCREASED31,48820,350+11,138+55%$1.0M$1.5M+$461.7K2026-10-23
Hobart Private Capital, LLC
INCREASED31,25025,901+5,349+21%$1.3M$1.5M+$165.2K2026-10-19
Atlas Private Wealth Advisors
DECREASED31,04731,365-318-1%$1.6M$1.5M-$125.2K2026-10-23
Insight Wealth Strategies, LLC
INCREASED28,90527,942+963+3%$1.4M$1.4M-$52.0K2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED27,28029,538-2,258-8%$1.5M$1.3M-$211.7K2026-10-22
Creative Planning
DECREASED26,00631,742-5,736-18%$1.6M$1.2M-$385.8K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED25,92326,368-445-2%$1.4M$1.2M-$113.8K2026-10-30
Sowell Financial Services LLC
INCREASED25,16624,002+1,164+5%$1.2M$1.2M-$28.5K2026-10-23
Clear Creek Financial Management, LLC
DECREASED24,41926,885-2,466-9%$1.4M$1.2M-$212.3K2026-10-28
Scissortail Wealth Management, LLC
INCREASED23,10422,773+331+1%$1.2M$1.1M-$64.0K2026-11-03
Prospera Financial Services Inc
DECREASED22,89357,368-34,475-60%$2.9M$1.1M-$1.8M2026-11-04
Occidental Asset Management, LLC
INCREASED22,42021,210+1,210+6%$1.1M$1.1M-$16.5K2026-11-05
Verus Capital Partners, LLC
DECREASED22,09329,962-7,869-26%$1.5M$1.1M-$481.7K2026-11-03
Syntegra Private Wealth Group, LLC
DECREASED21,37921,529-150-1%$1.1M$1.0M-$82.7K2026-10-13
Avestar Capital, LLC
INCREASED21,27912,996+8,283+64%$667.6K$1.0M+$350.8K2026-10-28
Kestra Private Wealth Services, LLC
DECREASED21,25821,776-518-2%$1.1M$1.0M-$101.2K2026-11-06
Private Trust Co NA
INCREASED20,89012,694+8,196+65%$652.1K$999.8K+$347.7K2026-10-20
EPG Wealth Management LLC
INCREASED20,52918,365+2,164+12%$943.4K$982.5K+$39.1K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED20,46524,779-4,314-17%$1.3M$979.5K-$293.3K2026-10-16
Chiron Capital Management, LLC
DECREASED19,80620,467-661-3%$1.1M$947.9K-$103.4K2026-10-15
IFP Advisors, Inc
DECREASED19,53722,742-3,205-14%$1.2M$935.0K-$233.2K2026-10-16
LVZ, Inc.
INCREASED18,65817,194+1,464+9%$883.2K$893.0K+$9.8K2026-10-20
Philip James Wealth Mangement, LLC
INCREASED18,59018,361+229+1%$943.2K$889.7K-$53.4K2026-10-27
Milestones Private Investment Advisors LLC
DECREASED18,53519,156-621-3%$984.0K$887.1K-$96.9K2026-10-19
Crumly & Associates Inc.
UNCHANGED18,38518,38500%$944.4K$879.9K-$64.5K2026-10-07
Saxon Interests, Inc.
INCREASED18,30014,803+3,497+24%$760.4K$875.8K+$115.4K2026-10-26
GSG Advisors LLC
DECREASED17,83225,831-7,999-31%$1.3M$853.4K-$473.4K2026-11-03
Brookstone Capital Management
DECREASED17,80119,508-1,707-9%$1.0M$852.0K-$150.1K2026-10-22
Pinnacle Bancorp, Inc.
INCREASED16,99612,852+4,144+32%$660.2K$813.4K+$153.3K2026-10-21
Uniting Wealth Partners, LLC
DECREASED16,76377,578-60,815-78%$4.0M$802.3K-$3.2M2026-11-06
PKS Advisory Services, LLC
UNCHANGED16,31916,31900%$838.3K$838.3K$02026-10-26
Southland Equity Partners LLC
UNCHANGED16,23816,23800%$834.1K$777.2K-$57.0K2026-10-14
Schwallier Wealth Management LLC
NEW15,915—+15,915——$761.7K—2026-11-05
Warren Street Wealth Advisors, LLC
DECREASED14,61214,892-280-2%$764.9K$699.3K-$65.6K2026-11-04
Main Line Retirement Advisors, LLC
INCREASED14,13814,050+88+1%$721.7K$676.6K-$45.1K2026-10-14
Merit Financial Group, LLC
DECREASED13,98115,971-1,990-12%$820.4K$669.1K-$151.2K2026-11-06
Opinicus Capital, Inc.
DECREASED13,64513,663-180%$701.8K$653.0K-$48.8K2026-10-28
LexAurum Advisors, LLC
INCREASED13,3097,234+6,075+84%$371.6K$637.0K+$265.4K2026-10-19
High Net Worth Advisory Group LLC
DECREASED13,24015,215-1,975-13%$781.6K$633.7K-$147.9K2026-10-26
NewSquare Capital LLC
INCREASED13,14112,769+372+3%$655.9K$628.9K-$27.0K2026-11-06
Cottonwood Capital Advisors, LLC
DECREASED12,96513,087-122-1%$672.2K$620.5K-$51.7K2026-10-20
Allspring Global Investments Holdings, LLC
NEW12,306—+12,306——$595.9K—2026-11-04
Koshinski Asset Management, Inc.
DECREASED11,92912,084-155-1%$620.7K$570.9K-$49.8K2026-10-29
Naples Global Advisors, LLC
INCREASED11,9007,900+4,000+51%$405.8K$569.5K+$163.7K2026-11-05
Triumph Capital Management
INCREASED11,84411,344+500+4%$582.7K$566.9K-$15.9K2026-10-14
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED11,48612,200-714-6%$626.7K$549.7K-$77.0K2026-10-15
Hilton Head Capital Partners, LLC
DECREASED10,58910,829-240-2%$556.3K$506.8K-$49.5K2026-10-23
Cypress Capital Group
UNCHANGED10,30010,30000%$529.1K$493.0K-$36.1K2026-11-03
HFG Wealth Management, LLC
UNCHANGED10,16310,16300%$522.0K$522.0K$02026-10-16
Financial Enhancement Group LLC
INCREASED10,0958,798+1,297+15%$451.9K$481.5K+$29.6K2026-10-08
Old Mission Investment Co LLC
UNCHANGED10,07910,07900%$517.7K$482.4K-$35.3K2026-10-22
Mcdonald Partners LLC
UNCHANGED10,00010,00000%$513.7K$478.6K-$35.1K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED9,1466,156+2,990+49%$316.2K$437.7K+$121.5K2026-11-05
PTM Wealth Management, LLC
INCREASED9,1449,057+87+1%$455.4K$439.0K-$16.4K2026-10-23
Nilsine Partners, LLC
DECREASED8,9369,386-450-5%$482.1K$427.7K-$54.5K2026-11-02
Fragasso Financial Advisors Inc
UNCHANGED8,9008,90000%$457.2K$427.3K-$29.9K2026-10-13
CoreCap Advisors, LLC
INCREASED8,8267,886+940+12%$405.1K$422.4K+$17.3K2026-10-08
Total Clarity Wealth Management, Inc.
DECREASED8,37312,107-3,734-31%$621.9K$400.7K-$221.1K2026-10-26
HCR Wealth Advisors
UNCHANGED8,3448,34400%$428.6K$399.3K-$29.3K2026-10-15
Integrity Advisory Solutions, LLC
UNCHANGED8,1868,18600%$420.5K$391.8K-$28.7K2026-10-29
Patten Group, Inc.
DECREASED8,12712,522-4,395-35%$643.2K$389.0K-$254.3K2026-10-26
Worth Financial Advisory Group, LLC
DECREASED7,9109,342-1,432-15%$479.9K$378.6K-$101.3K2026-10-19
Patriot Financial Group Insurance Agency, LLC
UNCHANGED7,7827,78200%$399.7K$372.4K-$27.3K2026-10-14
Larson Financial Group LLC
DECREASED7,6498,940-1,291-14%$459.2K$366.1K-$93.1K2026-11-05
ShoreHaven Wealth Partners, LLC
DECREASED7,6098,109-500-6%$416.5K$364.2K-$52.4K2026-10-16
Lake Street Private Wealth, LLC
DECREASED7,50056,500-49,000-87%$2.9M$359.0K-$2.5M2026-10-22
Coyle Financial Counsel LLC
INCREASED7,4336,204+1,229+20%$318.7K$355.7K+$37.1K2026-10-28
Sutton Place Investors LLC
INCREASED7,3746,938+436+6%$356.4K$352.9K-$3.5K2026-10-20
TL Private Wealth
DECREASED6,95317,973-11,020-61%$921.7K$334.1K-$587.6K2026-10-13
Wedbush Securities Inc
NEW6,848—+6,848——$328.0K—2026-10-22
Cooksen Wealth, LLC
DECREASED6,8407,569-729-10%$388.8K$328.4K-$60.4K2026-10-13
Cullen T Bankers, Inc.
INCREASED6,8344,240+2,594+61%$217.8K$327.1K+$109.3K2026-10-28
Investment Planning Advisors, Inc.
DECREASED6,83177,540-70,709-91%$4.0M$326.9K-$3.7M2026-10-14
Cornerstone Wealth Management, LLC
NEW6,732—+6,732——$322.2K—2026-11-04
Beacon Financial Group
UNCHANGED6,4516,45100%$331.4K$308.7K-$22.6K2026-10-19
Legacy Private Trust Co.
DECREASED6,42610,098-3,672-36%$518.7K$307.5K-$211.2K2026-10-06
Advisory Resource Group
DECREASED6,3598,411-2,052-24%$432.1K$304.3K-$127.7K2026-10-26
Maia Wealth LLC
INCREASED6,3265,447+879+16%$279.8K$302.8K+$23.0K2026-10-19
Farther Finance Advisors, LLC
DECREASED6,0227,877-1,855-24%$404.6K$288.2K-$116.4K2026-10-08
Sovran Advisors, LLC
DECREASED5,98910,009-4,020-40%$505.1K$295.0K-$210.2K2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED5,9265,92600%$304.4K$283.6K-$20.8K2026-11-04
Cornerstone Wealth, LLC
DECREASED5,8576,930-1,073-15%$354.3K$287.4K-$66.9K2026-10-28
TrueWealth Advisors, LLC
DECREASED5,8336,149-316-5%$315.8K$279.2K-$36.7K2026-10-09
Csenge Advisory Group
INCREASED5,8125,786+26+0%$297.2K$278.2K-$19.0K2026-11-04
Auour Investments LLC
INCREASED5,6485,529+119+2%$284.0K$270.3K-$13.7K2026-10-28
Crusonia Wealth Advisors LLC
INCREASED5,4635,438+25+0%$279.3K$261.5K-$17.9K2026-10-26
Wealth Advisors Northwest LLC
UNCHANGED5,4285,42800%$278.8K$259.8K-$19.0K2026-10-29
QP Wealth Management, LLC
DECREASED4,90011,435-6,535-57%$587.4K$234.5K-$352.9K2026-10-20
QTR Family Wealth, LLC
INCREASED4,6904,676+14+0%$240.2K$224.5K-$15.7K2026-11-02
Acorn Wealth Advisors, LLC
NEW4,674—+4,674——$223.7K—2026-10-19
Live Oak Investment Partners
NEW4,496—+4,496——$215.2K—2026-10-23
Advisortrust Partners, LLC
UNCHANGED4,4414,44100%$228.1K$212.5K-$15.6K2026-11-02
IMG Wealth Management, Inc.
INCREASED4,3034,046+257+6%$207.8K$205.9K-$1.9K2026-10-27
Condor Capital Management
UNCHANGED4,2854,28500%$220.1K$205.1K-$15.0K2026-11-06
Flagstar Securities, Inc
INCREASED4,2824,247+35+1%$218.2K$204.9K-$13.3K2026-10-15
Revisor Wealth Management LLC
UNCHANGED4,2434,24300%$218.0K$206.5K-$11.4K2026-10-20
Visionary Wealth Advisors
INCREASED4,2254,224+1+0%$217.0K$202.2K-$14.8K2026-11-04
Atria Investments, Inc
NEW4,196—+4,196——$200.8K—2026-10-15
Wealthcare Advisory Partners LLC
NEW4,180—+4,180——$200.1K—2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED3,3394,063-724-18%$208.7K$159.8K-$48.9K2026-10-23
PNC Financial Services Group, Inc.
NEW2,554—+2,554——$122.2K—2026-11-06
Hanson & Doremus Investment Management
UNCHANGED2,2332,23300%$115.0K$107.0K-$8.0K2026-10-16
Creative Capital Management Investments LLC
UNCHANGED2,0362,03600%$104.6K$97.4K-$7.1K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW1,828—+1,828——$87.0K—2026-10-14
Duncker Streett & Co Inc
UNCHANGED1,3801,38000%$70.9K$66.0K-$4.8K2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED1,2501,25000%$31.0K$29.0K-$2.0K2026-11-04
Blue Trust, Inc.
NEW1,167—+1,167——$55.9K—2026-10-15
Jacobi Capital Management LLC
NEW1,115—+1,115——$53.4K—2026-11-05
US Bancorp \de\
UNCHANGED1,1061,10600%$56.8K$52.9K-$3.9K2026-11-05
Ascentis Independent Advisors
NEW1,060—+1,060——$50.8K—2026-11-03
PFS Partners, LLC
INCREASED706186+520+280%$9.5K$33.8K+$24.3K2026-10-21
GoalVest Advisory LLC
UNCHANGED68968900%$35.4K$33.0K-$2.4K2026-10-02
Evolution Wealth Management Inc.
DECREASED5431,024-481-47%$52.6K$26.0K-$26.6K2026-10-28
Lanark Financial, Inc.
DECREASED4461,176-730-62%$60.4K$21.4K-$39.1K2026-10-26
Central Trust Co
UNCHANGED41441400%$21.3K$19.8K-$1.5K2026-11-05
Rossby Financial, LCC
UNCHANGED18018000%$9.2K$8.6K-$6312026-11-05
Polaris Financial Partners
NEW125—+125——$6—2026-10-02
Team Financial Group, LLC
NEW92—+92——$4.4K—2026-10-30
Reap Financial Group, LLC
UNCHANGED868600%$4.4K$4.1K-$3022026-11-02
High Note Wealth, LLC
UNCHANGED101000%$514$479-$352026-10-27
Elevated Capital Advisors, LLC
UNCHANGED101000%$514$479-$352026-11-04
Genesee Capital Advisors, LLC
CLOSED04,415-4,415-100%$226.8K$0-$226.8K2026-10-20
Purus Wealth Management, LLC
CLOSED04,179-4,179-100%$214.7K$0-$214.7K2026-10-15
Valmark Advisers, Inc.
CLOSED04,145-4,145-100%$212.9K$0-$212.9K2026-11-06
Wheelhouse Advisory Group LLC
CLOSED04,045-4,045-100%$207.8K$0-$207.8K2026-10-20
Ellis Investment Partners, LLC
CLOSED04,020-4,020-100%$206.5K$0-$206.5K2026-10-21
Daymark Wealth Partners, LLC
CLOSED03,965-3,965-100%$203.7K$0-$203.7K2026-11-04
International Assets Investment Management, LLC
CLOSED03,473-3,473-100%$178.4K$0-$178.4K2026-11-02
Cornerstone Planning Group LLC
CLOSED0659-659-100%$33.4K$0-$33.4K2026-10-16
AdvisorNet Financial, Inc
CLOSED0609-609-100%$31.3K$0-$31.3K2026-10-15
Russell Investments Group, Ltd.
CLOSED02-2-100%$86$0-$862026-11-06
Peterson Wealth Management
UNCHANGED000—$15$14-$12026-11-06
Morgan Stanley
N/A—3,496,125-3,496,125-100%$179.6M———
Wells Fargo & Company
N/A—2,127,424-2,127,424-100%$109.3M———
Bank of America Corp
N/A—2,078,113-2,078,113-100%$106.7M———
UBS Group AG
N/A—1,891,649-1,891,649-100%$97.2M———
Raymond James Financial Inc
N/A—1,256,709-1,256,709-100%$64.6M———
Osaic Holdings, Inc.
N/A—911,907-911,907-100%$46.8M———
OneDigital Investment Advisors LLC
N/A—782,447-782,447-100%$40.2M———
Janney Montgomery Scott LLC
N/A—519,985-519,985-100%$26.7M———
NewEdge Advisors, LLC
N/A—497,684-497,684-100%$25.6M———
Royal Bank of Canada
N/A—443,110-443,110-100%$22.8M———
Cetera Investment Advisers
N/A—396,678-396,678-100%$20.4M———
Envestnet Asset Management Inc
N/A—345,208-345,208-100%$17.7M———
Rockefeller Capital Management L.P.
N/A—323,763-323,763-100%$16.6M———
Stifel Financial Corp
N/A—298,518-298,518-100%$15.3M———
Jones Financial Companies Lllp
N/A—273,980-273,980-100%$14.1M———
Composition Wealth, LLC
N/A—251,295-251,295-100%$12.9M———
Wealthspire Advisors, LLC
N/A—245,248-245,248-100%$12.6M———
Frisch Financial Group, Inc.
N/A—228,347-228,347-100%$11.7M———
Northwestern Mutual Wealth Management Co
N/A—209,609-209,609-100%$10.8M———
Motco
N/A—185,023-185,023-100%$9.5M———
HighTower Advisors, LLC
N/A—179,008-179,008-100%$9.2M———
Foster & Motley Inc
N/A—152,469-152,469-100%$7.8M———
Bcgm Wealth Management, LLC
N/A—147,834-147,834-100%$7.6M———
Focus Partners Advisor Solutions, LLC
N/A—134,362-134,362-100%$6.9M———
Sequoia Financial Advisors, LLC
N/A—134,195-134,195-100%$6.9M———
HighPoint Advisor Group LLC
N/A—130,420-130,420-100%$6.7M———
JPMorgan Chase & Co
N/A—127,378-127,378-100%$6.5M———
Blackhawk Capital Partners, LLC
N/A—115,918-115,918-100%$6.0M———
MML Investors Services, LLC
N/A—113,429-113,429-100%$5.8M———
Arax Advisory Partners
N/A—111,229-111,229-100%$5.7M———
Logan Stone Capital, LLC
N/A—109,061-109,061-100%$5.6M———
Steward Partners Investment Advisory, LLC
N/A—108,351-108,351-100%$5.6M———
Private Advisor Group, LLC
N/A—105,378-105,378-100%$5.4M———
Sanctuary Advisors, LLC
N/A—104,206-104,206-100%$5.4M———
Equitable Holdings, Inc.
N/A—96,313-96,313-100%$4.9M———
Advance Capital Management, Inc.
N/A—91,522-91,522-100%$4.7M———
FSB Premier Wealth Management, Inc.
N/A—87,089-87,089-100%$4.5M———
Prestige Wealth Management Group LLC
N/A—83,002-83,002-100%$4.3M———
Mariner, LLC
N/A—68,562-68,562-100%$3.5M———
Gateway Wealth Partners, LLC
N/A—68,048-68,048-100%$3.5M———
Mutual Advisors, LLC
N/A—67,769-67,769-100%$3.5M———
Seascape Capital Management
N/A—64,250-64,250-100%$3.3M———
Waverly Advisors, LLC
N/A—63,752-63,752-100%$3.3M———
Per Stirling Capital Management, Llc.
N/A—60,230-60,230-100%$3.1M———
Elequin Capital, LP
N/A—58,398-58,398-100%$3.0M———
Capital Financial Group Inc\co\
N/A—56,560-56,560-100%$2.9M———
Pine Valley Investments Ltd Liability Co
N/A—48,915-48,915-100%$2.5M———
Integrated Wealth Concepts LLC
N/A—46,527-46,527-100%$2.4M———
Baird Financial Group, Inc.
N/A—44,983-44,983-100%$2.3M———
Citadel Advisors LLC
N/A—44,542-44,542-100%$2.3M———
Principal Securities, Inc.
N/A—44,033-44,033-100%$2.3M———
Harbour Investments, Inc.
N/A—42,917-42,917-100%$2.2M———
Vestmark Advisory Solutions, Inc.
N/A—42,479-42,479-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—41,658-41,658-100%$2.1M———
Keystone Financial Group
N/A—40,306-40,306-100%$2.1M———
GatePass Capital, LLC
N/A—38,438-38,438-100%$2.0M———
Western Wealth Management, LLC
N/A—36,430-36,430-100%$1.9M———
Jane Street Group, LLC
N/A—34,600-34,600-100%$1.8M———
Keating Financial Advisory Services, Inc.
N/A—33,688-33,688-100%$1.7M———
Forum Finance Group S.A.
N/A—32,049-32,049-100%$1.3K———
Ausdal Financial Partners, Inc.
N/A—30,230-30,230-100%$1.6M———
Advisory Services Network, LLC
N/A—29,401-29,401-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—29,363-29,363-100%$1.5M———
Stock Yards Bank & Trust Co
N/A—28,816-28,816-100%$1.5M———
&partners
N/A—26,093-26,093-100%$1.3M———
Snowden Capital Advisors LLC
N/A—25,912-25,912-100%$1.3M———
Benjamin Edwards Inc
N/A—25,907-25,907-100%$1.3M———
Strategic Financial Partners, Ltd.
N/A—25,131-25,131-100%$1.3M———
Arkadios Wealth Advisors
N/A—24,767-24,767-100%$1.3M———
Fiduciary Financial Advisors
N/A—24,466-24,466-100%$1.3M———
Global Retirement Partners, LLC
N/A—23,105-23,105-100%$1.2M———
Traction Financial Partners, LLC
N/A—21,663-21,663-100%$1.1M———
Financial Strategies Group, Inc.
N/A—21,567-21,567-100%$1.1M———
Summit Wealth Partners, LLC
N/A—21,425-21,425-100%$1.1M———
Stephens Inc
N/A—20,253-20,253-100%$1.0M———
Orion Porfolio Solutions, LLC
N/A—19,487-19,487-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—18,992-18,992-100%$975.5K———
Kintra Wealth, LLC
N/A—18,958-18,958-100%$961.5K———
Cary Street Partners Financial LLC
N/A—17,768-17,768-100%$912.7K———
Forum Private Client Group LLC
N/A—17,250-17,250-100%$886.1K———
Ameritas Advisory Services, LLC
N/A—16,862-16,862-100%$866.1K———
Gilbert & Cook, Inc.
N/A—16,036-16,036-100%$823.7K———
Goldman Sachs Group Inc
N/A—15,468-15,468-100%$794.5K———
IFG Advisory, LLC
N/A—15,304-15,304-100%$786.1K———
Geneos Wealth Management Inc.
N/A—14,867-14,867-100%$763.7K———
WCG Wealth Advisors LLC
N/A—14,524-14,524-100%$746.0K———
White Wing Wealth Management
N/A—13,909-13,909-100%$714.5K———
Natixis Advisors, LLC
N/A—13,828-13,828-100%$710.0K———
Cadia Private Client LLC
N/A—13,241-13,241-100%$680.2K———
First Trust Advisors LP
N/A—13,181-13,181-100%$677.1K———
Delos Wealth Advisors, LLC
N/A—13,030-13,030-100%$669.3K———
Kovack Advisors, Inc.
N/A—11,193-11,193-100%$575.0K———
Ameritas Investment Partners, Inc.
N/A—10,798-10,798-100%$554.7K———
Summit Financial, LLC
N/A—10,797-10,797-100%$554.6K———
IHT Wealth Management, LLC
N/A—10,569-10,569-100%$542.9K———
MAI Capital Management
N/A—10,362-10,362-100%$532.3K———
Fi3 Financial Advisors, LLC
N/A—9,845-9,845-100%$560.1K———
AE Wealth Management LLC
N/A—9,563-9,563-100%$491.2K———
Cerity Partners LLC
N/A—9,143-9,143-100%$469.7K———
Zacks Investment Management
N/A—8,915-8,915-100%$457.9K———
Susquehanna International Group, LLP
N/A—8,757-8,757-100%$449.8K———
Belpointe Asset Management LLC
N/A—8,677-8,677-100%$445.7K———
Impact Partnership Wealth, LLC
N/A—8,415-8,415-100%$432.3K———
World Investment Advisors
N/A—8,410-8,410-100%$426.1K———
Rehmann Capital Advisory Group
N/A—8,312-8,312-100%$427.0K———
Pure Financial Advisors, LLC
N/A—8,219-8,219-100%$422.2K———
Modern Wealth Management, LLC
N/A—8,155-8,155-100%$418.9K———
Stonebridge Financial Group, LLC
N/A—7,943-7,943-100%$408.0K———
Ogorek Anthony Joseph
N/A—7,904-7,904-100%$406.0K———
Beacon Pointe Advisors, LLC
N/A—6,996-6,996-100%$359.4K———
Cozad Asset Management Inc
N/A—6,064-6,064-100%$311.5K———
Alta Wealth Advisors LLC
N/A—6,018-6,018-100%$309.1K———
Proactive Wealth Strategies LLC
N/A—5,843-5,843-100%$300.1K———
Maridea Wealth Management LLC
N/A—5,688-5,688-100%$292.2K———
Regal Investment Advisors LLC
N/A—5,488-5,488-100%$281.9K———
Icon Wealth Advisors, LLC
N/A—5,267-5,267-100%$270.6K———
Owen LaRue, LLC
N/A—4,944-4,944-100%$254.0K———
CFO4Life Group, LLC
N/A—4,907-4,907-100%$252.0K———
Kingsview Wealth Management, LLC
N/A—4,849-4,849-100%$249.1K———
Gentry Private Wealth, LLC
N/A—4,468-4,468-100%$229.5K———
Millington Financial Advisors, LLC
N/A—4,172-4,172-100%$213.0K———
Gladstone Institutional Advisory LLC
N/A—4,117-4,117-100%$211.5K———
Calton & Associates, Inc.
N/A—3,984-3,984-100%$204.6K———
Foundations Investment Advisors, LLC
N/A—3,942-3,942-100%$202.5K———
JPL Wealth Management, LLC
N/A—3,897-3,897-100%$200.2K———
Smithfield Trust Co
N/A—3,380-3,380-100%$174.0K———
Basepoint Wealth LLC
N/A—2,099-2,099-100%$107.8K———
BlackRock, Inc.
N/A—1,875-1,875-100%$96.3K———
Ancora Advisors LLCA
N/A—1,831-1,831-100%$94.1K———
BFC Planning, Inc.
N/A—1,506-1,506-100%$77.4K———
Raffa Wealth Management, LLC
N/A—1,247-1,247-100%$64.1K———
Marshall Investment Management, LLC
N/A—936-936-100%$48.1K———
Frazier Financial Advisors, LLC
N/A—609-609-100%$31.3K———
Continuum Advisory, LLC
N/A—566-566-100%$29.1K———
Tanglewood Legacy Advisors, LLC
N/A—539-539-100%$27.7K———
Ameriflex Group, Inc.
N/A—393-393-100%$20.2K———
Tidemark, LLC
N/A—212-212-100%$10.9K———
Brown Brothers Harriman & Co
N/A—202-202-100%$10.4K———
Capital Analysts, LLC
N/A—183-183-100%$9———
Hollencrest Capital Management
N/A—140-140-100%$7.2K———
Transamerica Financial Advisors, LLC
N/A—26-26-100%$1.4K———
Strategic Wealth Partners, Ltd.
N/A—18-18-100%$912———
Benson Wealth Management Inc
N/A—8-8-100%$411———
Showing 326 of 326 institutions