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FT Vest S&P 500 DVD Arst TRG (KNG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares1,204,573 from 1,195,889
Change+8,684 (+1%)
Value$58.0M (-$2.4M)
Filed 2026-10-30
Southern Financial Group, LLC
INCREASED
Shares720,128 from 641,223
Change+78,905 (+12%)
Value$34.7M (+$2.3M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares471,709 from 389,251
Change+82,458 (+21%)
Value$22.7M (+$3.1M)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares467,873 from 486,683
Change-18,810 (-4%)
Value$22.5M (-$2.1M)
Filed 2026-10-22
Wagner Wealth Management, LLC
INCREASED
Shares427,101 from 420,348
Change+6,753 (+2%)
Value$20.6M (-$667.0K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares365,842 from 336,209
Change+29,633 (+9%)
Value$17.6M (+$633.1K)
Filed 2026-10-22
Curran Financial Partners, LLC
INCREASED
Shares339,460 from 305,615
Change+33,845 (+11%)
Value$16.3M (+$908.0K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares332,345 from 354,538
Change-22,193 (-6%)
Value$16.0M (-$1.9M)
Filed 2026-11-02
Solitude Financial Services
INCREASED
Shares287,425 from 282,994
Change+4,431 (+2%)
Value$13.8M (-$454.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares249,153 from 249,008
Change+145 (+0%)
Value$12.0M (-$581.0K)
Filed 2026-11-02
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares164,188 from 172,682
Change-8,494 (-5%)
Value$7.9M (-$809.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares142,676 from 85,740
Change+56,936 (+66%)
Value$7.0M (+$2.6M)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares127,997 from 125,064
Change+2,933 (+2%)
Value$6.2M (-$154.0K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares117,705 from 136,925
Change-19,220 (-14%)
Value$5.7M (-$1.2M)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares111,537 from 110,303
Change+1,234 (+1%)
Value$5.4M (-$200.9K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares109,372 from 102,447
Change+6,925 (+7%)
Value$5.7M (+$480.6K)
Filed 2026-11-04
Milestone Asset Management, LLC
INCREASED
Shares108,800 from 106,157
Change+2,643 (+2%)
Value$5.2M (-$123.3K)
Filed 2026-10-15
Atlas Private Wealth Advisors
DECREASED
Shares106,663 from 116,194
Change-9,531 (-8%)
Value$5.1M (-$733.0K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares101,003 from 105,249
Change-4,246 (-4%)
Value$4.9M (-$452.8K)
Filed 2026-10-08
Teamwork Financial Advisors, LLC
INCREASED
Shares98,679 from 86,505
Change+12,174 (+14%)
Value$4.8M (+$381.9K)
Filed 2026-10-19
PFS Partners, LLC
DECREASED
Shares96,171 from 98,075
Change-1,904 (-2%)
Value$4.6M (-$323.1K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares95,884 from 94,344
Change+1,540 (+2%)
Value$4.6M (-$148.5K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares90,435 from 87,246
Change+3,189 (+4%)
Value$4.4M (-$52.4K)
Filed 2026-10-20
Retirement Guys Formula LLC
INCREASED
Shares83,805 from 80,287
Change+3,518 (+4%)
Value$4.0M (-$20.1K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares79,485 from 84,430
Change-4,945 (-6%)
Value$3.8M (-$465.1K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares72,468 from 79,331
Change-6,863 (-9%)
Value$3.5M (-$517.6K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares72,111 from 75,925
Change-3,814 (-5%)
Value$3.5M (-$362.8K)
Filed 2026-10-16
Gerald Baker Financial Group LLC
INCREASED
Shares62,826 from 60,245
Change+2,581 (+4%)
Value$3.0M (-$18.0K)
Filed 2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED
Shares58,306 from 59,020
Change-714 (-1%)
Value$2.8M (-$173.7K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares57,029 from 120,881
Change-63,852 (-53%)
Value$2.7M (-$3.4M)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares56,551 from 38,551
Change+18,000 (+47%)
Value$2.7M (+$775.5K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares55,757 from 55,939
Change-182 (0%)
Value$2.7M (-$140.7K)
Filed 2026-10-30
Elevated Capital Advisors, LLC
DECREASED
Shares51,466 from 51,928
Change-462 (-1%)
Value$2.5M (-$144.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares45,533 from 46,137
Change-604 (-1%)
Value$2.2M (-$137.9K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares44,545 from 44,366
Change+179 (+0%)
Value$2.1M (-$96.1K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
DECREASED
Shares39,489 from 39,576
Change-87 (0%)
Value$1.9M (-$97.6K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares39,466 from 65,757
Change-26,291 (-40%)
Value$1.9M (-$1.4M)
Filed 2026-10-28
Langley Wealth Management, LLC
DECREASED
Shares38,969 from 40,069
Change-1,100 (-3%)
Value$1.9M (-$147.5K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares37,962 from 35,807
Change+2,155 (+6%)
Value$1.8M (+$19.2K)
Filed 2026-10-21
Maia Wealth LLC
DECREASED
Shares36,859 from 38,911
Change-2,052 (-5%)
Value$1.8M (-$190.6K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
DECREASED
Shares35,891 from 36,027
Change-136 (0%)
Value$1.7M (-$91.6K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares35,166 from 37,453
Change-2,287 (-6%)
Value$1.7M (-$198.5K)
Filed 2026-11-04
Triumph Capital Management
DECREASED
Shares34,391 from 34,590
Change-199 (-1%)
Value$1.7M (-$91.2K)
Filed 2026-10-14
Barrett & Company, Inc.
INCREASED
Shares31,424 from 31,382
Change+42 (+0%)
Value$1.5M (-$72.1K)
Filed 2026-10-22
Trueblood Wealth Management, LLC
INCREASED
Shares30,335 from 27,796
Change+2,539 (+9%)
Value$1.5M (+$56.6K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares28,859 from 29,124
Change-265 (-1%)
Value$1.4M (-$81.5K)
Filed 2026-10-08
Nations Financial Group Inc,
DECREASED
Shares28,424 from 43,095
Change-14,671 (-34%)
Value$1.4M (-$808.0K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares28,006 from 26,369
Change+1,637 (+6%)
Value$1.3M (+$16.0K)
Filed 2026-10-22
TrueWealth Advisors, LLC
DECREASED
Shares27,013 from 28,117
Change-1,104 (-4%)
Value$1.3M (-$119.5K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
INCREASED
Shares26,729 from 22,866
Change+3,863 (+17%)
Value$1.3M (+$132.0K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
DECREASED
Shares26,466 from 26,949
Change-483 (-2%)
Value$1.3M (-$86.9K)
Filed 2026-10-23
Schulz Wealth, Ltd.
UNCHANGED
Shares24,225 from 24,225
Change0 (0%)
Value$1.2M (-$57.2K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED
Shares24,010 from 24,059
Change-49 (0%)
Value$1.2M (-$59.1K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares22,959 from 22,899
Change+60 (+0%)
Value$1.1M (-$51.2K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares22,784 from 24,867
Change-2,083 (-8%)
Value$1.1M (-$174.9K)
Filed 2026-10-26
Iams Wealth Management, LLC
INCREASED
Shares22,292 from 21,841
Change+451 (+2%)
Value$1.1M (-$29.8K)
Filed 2026-10-15
Ignite Planners, LLC
DECREASED
Shares22,180 from 22,271
Change-91 (0%)
Value$1.1M (-$56.9K)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares19,917 from 21,525
Change-1,608 (-7%)
Value$973.3K (-$113.7K)
Filed 2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares19,776 from 27,321
Change-7,545 (-28%)
Value$952.0K (-$427.7K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,440 from 15,146
Change+2,294 (+15%)
Value$839.6K (+$74.7K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares16,949
Change+16,949
Value$815.9K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares16,949 from 18,095
Change-1,146 (-6%)
Value$815.9K (-$97.9K)
Filed 2026-10-14
NWF Advisory Services Inc.
DECREASED
Shares16,780 from 17,480
Change-700 (-4%)
Value$807.8K (-$75.0K)
Filed 2026-10-19
Beam Wealth Advisors, Inc.
DECREASED
Shares15,618 from 15,688
Change-70 (0%)
Value$751.9K (-$40.4K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares15,462 from 15,777
Change-315 (-2%)
Value$744.3K (-$52.4K)
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares15,159 from 15,159
Change0 (0%)
Value$729.8K (-$35.8K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares14,986 from 14,107
Change+879 (+6%)
Value$728.3K (+$19.7K)
Filed 2026-11-03
MTM Investment Management, LLC
DECREASED
Shares14,510 from 14,610
Change-100 (-1%)
Value$698.5K (-$39.3K)
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares14,497 from 13,856
Change+641 (+5%)
Value$698.5K (-$1.3K)
Filed 2026-10-23
Foguth Wealth Management, Llc.
DECREASED
Shares13,969 from 20,096
Change-6,127 (-30%)
Value$705.4K (-$313.4K)
Filed 2026-10-19
Unique Wealth, LLC
UNCHANGED
Shares13,735 from 13,735
Change0 (0%)
Value$661.2K (-$32.4K)
Filed 2026-10-16
Herold Advisors, Inc.
INCREASED
Shares13,427 from 13,074
Change+353 (+3%)
Value$646.3K (-$14.8K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares12,917 from 12,950
Change-33 (0%)
Value$621.8K (-$32.2K)
Filed 2026-10-26
APS Management Group, Inc.
DECREASED
Shares12,692 from 17,094
Change-4,402 (-26%)
Value$611.0K (-$252.2K)
Filed 2026-10-14
Novem Group
INCREASED
Shares12,216 from 12,201
Change+15 (+0%)
Value$588.1K (-$28.1K)
Filed 2026-10-19
Investment Partners Asset Management, Inc.
DECREASED
Shares11,893 from 11,998
Change-105 (-1%)
Value$572.5K (-$33.4K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,856 from 12,887
Change-1,031 (-8%)
Value$570.7K (-$80.1K)
Filed 2026-10-20
Winebrenner Capital Management LLC
DECREASED
Shares11,662 from 11,752
Change-90 (-1%)
Value$561.4K (-$32.1K)
Filed 2026-10-07
Private Trust Co NA
INCREASED
Shares11,388 from 7,926
Change+3,462 (+44%)
Value$548.2K (+$147.9K)
Filed 2026-10-20
Marion Wealth Management
INCREASED
Shares11,335 from 10,454
Change+881 (+8%)
Value$545.7K (+$17.7K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares11,322 from 6,704
Change+4,618 (+69%)
Value$545.0K (+$206.5K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares11,286 from 10,586
Change+700 (+7%)
Value$543.3K (+$8.7K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED
Shares11,249 from 11,035
Change+214 (+2%)
Value$541.5K (-$15.7K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares10,290 from 9,703
Change+587 (+6%)
Value$495.4K (+$5.4K)
Filed 2026-10-14
Balboa Wealth Partners
INCREASED
Shares10,256 from 9,935
Change+321 (+3%)
Value$493.7K (-$8.0K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
NEW
Shares10,169
Change+10,169
Value$489.5K
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares9,919 from 6,107
Change+3,812 (+62%)
Value$477.5K (+$169.1K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares9,804 from 9,795
Change+9 (+0%)
Value$472.0K (-$22.7K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares9,702 from 6,222
Change+3,480 (+56%)
Value$467.0K (+$152.8K)
Filed 2026-11-02
Puff Wealth Management, LLC
DECREASED
Shares9,673 from 12,254
Change-2,581 (-21%)
Value$465.7K (-$153.2K)
Filed 2026-10-07
Omni 360 Wealth, Inc.
DECREASED
Shares9,600 from 9,700
Change-100 (-1%)
Value$462.1K (-$27.7K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares9,184 from 9,846
Change-662 (-7%)
Value$442.1K (-$55.1K)
Filed 2026-10-26
1834 Investment Advisors Co
NEW
Shares8,795
Change+8,795
Value$423.4K
Filed 2026-10-16
Nottingham Advisors, Inc.
DECREASED
Shares8,673 from 9,173
Change-500 (-5%)
Value$417.4K (-$47.6K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares8,475 from 8,099
Change+376 (+5%)
Value$408.0K (-$1.0K)
Filed 2026-10-08
Griffith & Werner, Inc.
NEW
Shares8,233
Change+8,233
Value$396.3K
Filed 2026-11-04
G&S Capital LLC
INCREASED
Shares8,105 from 7,948
Change+157 (+2%)
Value$390.2K (-$11.2K)
Filed 2026-10-23
Semus Wealth Partners LLC
INCREASED
Shares7,863 from 7,798
Change+65 (+1%)
Value$378.5K (-$15.3K)
Filed 2026-10-22
Golden State Wealth Management, LLC
UNCHANGED
Shares7,540 from 7,540
Change0 (0%)
Value$363.0K (-$17.8K)
Filed 2026-11-02
Park National Corp
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$361.1K (-$17.7K)
Filed 2026-10-05
Partners Wealth Management, LLC
NEW
Shares7,434
Change+7,434
Value$357.9K
Filed 2026-10-28
Clear Creek Financial Management, LLC
INCREASED
Shares7,386 from 7,384
Change+2 (+0%)
Value$355.6K (-$17.3K)
Filed 2026-10-28
Sentinel Pension Advisors, LLC
DECREASED
Shares7,326 from 7,498
Change-172 (-2%)
Value$352.7K (-$30.2K)
Filed 2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares7,281 from 7,260
Change+21 (+0%)
Value$350.5K (-$16.1K)
Filed 2026-10-15
Global Assets Advisory, LLC
INCREASED
Shares7,222 from 7,072
Change+150 (+2%)
Value$349.4K (-$10.2K)
Filed 2026-10-28
BOS Asset Management, LLC
DECREASED
Shares7,028 from 7,266
Change-238 (-3%)
Value$338.3K (-$28.6K)
Filed 2026-10-09
Chronos Wealth Management, LLC
DECREASED
Shares6,950 from 7,050
Change-100 (-1%)
Value$334.6K (-$21.5K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares6,724 from 5,903
Change+821 (+14%)
Value$323.7K (+$25.6K)
Filed 2026-10-29
Strategic Blueprint, LLC
DECREASED
Shares6,722 from 7,356
Change-634 (-9%)
Value$323.6K (-$47.9K)
Filed 2026-10-22
Naples Global Advisors, LLC
DECREASED
Shares6,587 from 7,265
Change-678 (-9%)
Value$317.1K (-$49.8K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
DECREASED
Shares6,489 from 6,739
Change-250 (-4%)
Value$312.4K (-$27.9K)
Filed 2026-10-16
Winnacle Wealth LLC
DECREASED
Shares6,080 from 12,305
Change-6,225 (-51%)
Value$292.7K (-$328.7K)
Filed 2026-10-15
QP Wealth Management, LLC
DECREASED
Shares5,941 from 6,666
Change-725 (-11%)
Value$286.0K (-$50.6K)
Filed 2026-10-20
Flaharty Asset Management, LLC
DECREASED
Shares5,915 from 28,594
Change-22,679 (-79%)
Value$285.1K (-$1.2M)
Filed 2026-11-02
Purewater Capital LLC
INCREASED
Shares5,902 from 5,798
Change+104 (+2%)
Value$284.1K (-$8.7K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares5,708 from 5,647
Change+61 (+1%)
Value$274.8K (-$10.4K)
Filed 2026-10-23
Gibbs Wealth Management
DECREASED
Shares5,666 from 6,767
Change-1,101 (-16%)
Value$272.8K (-$69.0K)
Filed 2026-10-22
Core Wealth Partners LLC
DECREASED
Shares5,439 from 8,647
Change-3,208 (-37%)
Value$261.8K (-$174.8K)
Filed 2026-11-02
Econ Financial Services Corp
UNCHANGED
Shares5,247 from 5,247
Change0 (0%)
Value$252.6K (-$12.4K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
DECREASED
Shares5,182 from 5,584
Change-402 (-7%)
Value$249.5K (-$32.5K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares5,133 from 5,035
Change+98 (+2%)
Value$247.1K (-$7.1K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares5,077 from 4,219
Change+858 (+20%)
Value$244.4K (+$31.3K)
Filed 2026-11-05
Ergawealth Advisors, Inc.
DECREASED
Shares5,059 from 5,162
Change-103 (-2%)
Value$243.5K (-$17.2K)
Filed 2026-10-21
Chris Bulman Inc
INCREASED
Shares5,035 from 5,017
Change+18 (+0%)
Value$242.4K (-$11.0K)
Filed 2026-10-20
Accurate Wealth Management, LLC
NEW
Shares4,992
Change+4,992
Value$246.1K
Filed 2026-10-20
Tortuga Wealth Management, Inc
INCREASED
Shares4,986 from 4,982
Change+4 (+0%)
Value$240.2K (-$11.4K)
Filed 2026-10-27
Mainsail Asset Management, LLC
UNCHANGED
Shares4,966 from 4,966
Change0 (0%)
Value$241.3K (-$12.3K)
Filed 2026-10-14
DB&C Advisors, LLC
INCREASED
Shares4,936 from 4,355
Change+581 (+13%)
Value$237.6K (+$17.7K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$235.9K (-$11.6K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,803 from 5,289
Change-486 (-9%)
Value$231.2K (-$35.9K)
Filed 2026-10-08
GSG Advisors LLC
DECREASED
Shares4,696 from 4,914
Change-218 (-4%)
Value$226.1K (-$22.1K)
Filed 2026-11-03
Tectonic Advisors LLC
NEW
Shares4,680
Change+4,680
Value$225.3K
Filed 2026-10-22
Miramontes Capital, LLC
DECREASED
Shares4,424 from 4,523
Change-99 (-2%)
Value$213.0K (-$15.4K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED
Shares4,297 from 4,297
Change0 (0%)
Value$206.9K (-$10.1K)
Filed 2026-11-03
Hofer & Associates. Inc
NEW
Shares4,162
Change+4,162
Value$200.3K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares4,162 from 4,220
Change-58 (-1%)
Value$200.3K (-$12.7K)
Filed 2026-10-14
IMG Wealth Management, Inc.
INCREASED
Shares4,001 from 3,979
Change+22 (+1%)
Value$192.6K (-$8.3K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,383 from 3,523
Change-140 (-4%)
Value$42.1K (-$68.9K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,365 from 3,365
Change0 (0%)
Value$162.0K (-$7.9K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,476 from 2,476
Change0 (0%)
Value$119.2K (-$5.8K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares2,063 from 97
Change+1,966 (+2027%)
Value$99.3K (+$94.4K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED
Shares1,951 from 2,174
Change-223 (-10%)
Value$93.9K (-$15.8K)
Filed 2026-11-02
Montag A & Associates Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$72.2K (-$3.5K)
Filed 2026-10-29
Parkside Financial Bank & Trust
NEW
Shares1,340
Change+1,340
Value$64.5K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
DECREASED
Shares1,314 from 2,008
Change-694 (-35%)
Value$63.3K (-$38.1K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$46.7K (-$2.3K)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares640
Change+640
Value$30.8K
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares606
Change+606
Value$29.2K
Filed 2026-10-15
Trust Co of Vermont
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$28.9K (-$1.4K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$21.7K (-$1.1K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares410
Change+410
Value$19.7K
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares370 from 371
Change-1 (0%)
Value$17.8K (-$930)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$12.5K (-$613)
Filed 2026-10-15
Quaker Wealth Management, LLC
NEW
Shares195
Change+195
Value$9.4K
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$7.4K (-$363)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares142 from 139
Change+3 (+2%)
Value$6.9K (-$186)
Filed 2026-10-14
Davis Capital Management
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$6.4K (-$312)
Filed 2026-10-08
Assetmark, Inc
NEW
Shares128
Change+128
Value$6.2K
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$3.7K (-$179)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$963 (-$47)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$770 (-$38)
Filed 2026-10-15
Canton Hathaway, LLC
NEW
Shares14
Change+14
Value$674
Filed 2026-10-23
Spurstone Advisory Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$193 (-$10)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 36,221
Change-36,221 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 14,735
Change-14,735 (-100%)
Value$0 (-$744.1K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 10,429
Change-10,429 (-100%)
Value$0 (-$526.7K)
Filed 2026-10-15
Summit Financial Wealth Advisors, LLC
CLOSED
Shares0 from 4,525
Change-4,525 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-15
MGO One Seven LLC
CLOSED
Shares0 from 4,298
Change-4,298 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 4,125
Change-4,125 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,009
Change-1,009 (-100%)
Value$0 (-$50.9K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 652
Change-652 (-100%)
Value$0 (-$32.9K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 481
Change-481 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-29
Compass Financial Management LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-30
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$4 ($0)
Filed 2026-10-28
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$12 ($0)
Filed 2026-10-13
LPL Financial LLC
N/A
Shares— from 5,533,263
Change-5,533,263 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,911,743
Change-4,911,743 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,100,855
Change-3,100,855 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,165,360
Change-2,165,360 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,986,894
Change-1,986,894 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,344,081
Change-1,344,081 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,135,148
Change-1,135,148 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,056,529
Change-1,056,529 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 700,810
Change-700,810 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 545,961
Change-545,961 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 393,338
Change-393,338 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 385,687
Change-385,687 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 344,253
Change-344,253 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 326,395
Change-326,395 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 320,973
Change-320,973 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 269,549
Change-269,549 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 247,138
Change-247,138 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 207,896
Change-207,896 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 189,571
Change-189,571 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 175,737
Change-175,737 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 166,974
Change-166,974 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 162,868
Change-162,868 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 156,815
Change-156,815 (-100%)
Value—
&partners
N/A
Shares— from 156,043
Change-156,043 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 146,889
Change-146,889 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 134,177
Change-134,177 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 133,085
Change-133,085 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 96,695
Change-96,695 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 94,745
Change-94,745 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 90,516
Change-90,516 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 87,567
Change-87,567 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,168
Change-85,168 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 82,215
Change-82,215 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 74,593
Change-74,593 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 63,974
Change-63,974 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 63,057
Change-63,057 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 62,014
Change-62,014 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 60,466
Change-60,466 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 57,700
Change-57,700 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 57,473
Change-57,473 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 57,453
Change-57,453 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 55,436
Change-55,436 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 54,010
Change-54,010 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 52,669
Change-52,669 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 48,176
Change-48,176 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 46,918
Change-46,918 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 46,341
Change-46,341 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 44,439
Change-44,439 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 44,386
Change-44,386 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 43,589
Change-43,589 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 42,195
Change-42,195 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 33,700
Change-33,700 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 33,697
Change-33,697 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 32,827
Change-32,827 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 29,851
Change-29,851 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 29,654
Change-29,654 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 29,400
Change-29,400 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 29,294
Change-29,294 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 28,777
Change-28,777 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 28,674
Change-28,674 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 27,822
Change-27,822 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 26,273
Change-26,273 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,896
Change-25,896 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,726
Change-25,726 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,587
Change-25,587 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 25,479
Change-25,479 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 25,308
Change-25,308 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 24,906
Change-24,906 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,854
Change-24,854 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 24,507
Change-24,507 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 22,606
Change-22,606 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,313
Change-22,313 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 19,662
Change-19,662 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,758
Change-18,758 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 18,029
Change-18,029 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,556
Change-16,556 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,451
Change-16,451 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,766
Change-15,766 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,516
Change-15,516 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 14,578
Change-14,578 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,966
Change-13,966 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,948
Change-12,948 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 12,740
Change-12,740 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,117
Change-12,117 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,667
Change-11,667 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 11,337
Change-11,337 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 10,952
Change-10,952 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,701
Change-10,701 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,671
Change-10,671 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,848
Change-9,848 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,622
Change-8,622 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 8,575
Change-8,575 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,837
Change-7,837 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 7,830
Change-7,830 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,096
Change-7,096 (-100%)
Value—
Share Andrew L.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,570
Change-6,570 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 796
Change-796 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 500
Change-500 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
FMR LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 162
Change-162 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 145
Change-145 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 102
Change-102 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58
Change-58 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Truist Financial Corp
INCREASED1,204,5731,195,889+8,684+1%$60.4M$58.0M-$2.4M2026-10-30
Southern Financial Group, LLC
INCREASED720,128641,223+78,905+12%$32.4M$34.7M+$2.3M2026-10-30
Kestra Advisory Services, LLC
INCREASED471,709389,251+82,458+21%$19.7M$22.7M+$3.1M2026-11-02
Capital Investment Advisors, LLC
DECREASED467,873486,683-18,810-4%$24.6M$22.5M-$2.1M2026-10-22
Wagner Wealth Management, LLC
INCREASED427,101420,348+6,753+2%$21.2M$20.6M-$667.0K2026-10-21
Brookstone Capital Management
INCREASED365,842336,209+29,633+9%$17.0M$17.6M+$633.1K2026-10-22
Curran Financial Partners, LLC
INCREASED339,460305,615+33,845+11%$15.4M$16.3M+$908.0K2026-11-04
Commonwealth Equity Services, LLC
DECREASED332,345354,538-22,193-6%$17.9M$16.0M-$1.9M2026-11-02
Solitude Financial Services
INCREASED287,425282,994+4,431+2%$14.3M$13.8M-$454.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED249,153249,008+145+0%$12.6M$12.0M-$581.0K2026-11-02
Prevail Innovative Wealth Advisors, LLC
DECREASED164,188172,682-8,494-5%$8.7M$7.9M-$809.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED142,67685,740+56,936+66%$4.4M$7.0M+$2.6M2026-10-13
Park Avenue Securities LLC
INCREASED127,997125,064+2,933+2%$6.3M$6.2M-$154.0K2026-10-26
Independent Financial Group, LLC
DECREASED117,705136,925-19,220-14%$6.9M$5.7M-$1.2M2026-10-13
Indivisible Partners
INCREASED111,537110,303+1,234+1%$5.6M$5.4M-$200.9K2026-10-26
Prospera Financial Services Inc
INCREASED109,372102,447+6,925+7%$5.2M$5.7M+$480.6K2026-11-04
Milestone Asset Management, LLC
INCREASED108,800106,157+2,643+2%$5.4M$5.2M-$123.3K2026-10-15
Atlas Private Wealth Advisors
DECREASED106,663116,194-9,531-8%$5.9M$5.1M-$733.0K2026-10-23
Farther Finance Advisors, LLC
DECREASED101,003105,249-4,246-4%$5.3M$4.9M-$452.8K2026-10-08
Teamwork Financial Advisors, LLC
INCREASED98,67986,505+12,174+14%$4.4M$4.8M+$381.9K2026-10-19
PFS Partners, LLC
DECREASED96,17198,075-1,904-2%$5.0M$4.6M-$323.1K2026-10-21
RFG Advisory, LLC
INCREASED95,88494,344+1,540+2%$4.8M$4.6M-$148.5K2026-11-03
Next Level Private LLC
INCREASED90,43587,246+3,189+4%$4.4M$4.4M-$52.4K2026-10-20
Retirement Guys Formula LLC
INCREASED83,80580,287+3,518+4%$4.1M$4.0M-$20.1K2026-10-26
International Assets Investment Management, LLC
DECREASED79,48584,430-4,945-6%$4.3M$3.8M-$465.1K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED72,46879,331-6,863-9%$4.0M$3.5M-$517.6K2026-10-16
IFP Advisors, Inc
DECREASED72,11175,925-3,814-5%$3.8M$3.5M-$362.8K2026-10-16
Gerald Baker Financial Group LLC
INCREASED62,82660,245+2,581+4%$3.0M$3.0M-$18.0K2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED58,30659,020-714-1%$3.0M$2.8M-$173.7K2026-11-02
Creative Financial Designs Inc
DECREASED57,029120,881-63,852-53%$6.1M$2.7M-$3.4M2026-11-04
Davenport & Co LLC
INCREASED56,55138,551+18,000+47%$1.9M$2.7M+$775.5K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED55,75755,939-1820%$2.8M$2.7M-$140.7K2026-10-30
Elevated Capital Advisors, LLC
DECREASED51,46651,928-462-1%$2.6M$2.5M-$144.8K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED45,53346,137-604-1%$2.3M$2.2M-$137.9K2026-10-30
Signature Equity Partners, LLC
INCREASED44,54544,366+179+0%$2.2M$2.1M-$96.1K2026-10-29
J.W. Cole Advisors, Inc.
DECREASED39,48939,576-870%$2.0M$1.9M-$97.6K2026-11-05
D.A. Davidson & Co.
DECREASED39,46665,757-26,291-40%$3.3M$1.9M-$1.4M2026-10-28
Langley Wealth Management, LLC
DECREASED38,96940,069-1,100-3%$2.0M$1.9M-$147.5K2026-11-04
Precedent Wealth Partners, LLC
INCREASED37,96235,807+2,155+6%$1.8M$1.8M+$19.2K2026-10-21
Maia Wealth LLC
DECREASED36,85938,911-2,052-5%$2.0M$1.8M-$190.6K2026-10-19
BlueChip Wealth Advisors LLC
DECREASED35,89136,027-1360%$1.8M$1.7M-$91.6K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED35,16637,453-2,287-6%$1.9M$1.7M-$198.5K2026-11-04
Triumph Capital Management
DECREASED34,39134,590-199-1%$1.7M$1.7M-$91.2K2026-10-14
Barrett & Company, Inc.
INCREASED31,42431,382+42+0%$1.6M$1.5M-$72.1K2026-10-22
Trueblood Wealth Management, LLC
INCREASED30,33527,796+2,539+9%$1.4M$1.5M+$56.6K2026-10-23
CoreCap Advisors, LLC
DECREASED28,85929,124-265-1%$1.5M$1.4M-$81.5K2026-10-08
Nations Financial Group Inc,
DECREASED28,42443,095-14,671-34%$2.2M$1.4M-$808.0K2026-11-05
Wedbush Securities Inc
INCREASED28,00626,369+1,637+6%$1.3M$1.3M+$16.0K2026-10-22
TrueWealth Advisors, LLC
DECREASED27,01328,117-1,104-4%$1.4M$1.3M-$119.5K2026-10-09
Daymark Wealth Partners, LLC
INCREASED26,72922,866+3,863+17%$1.2M$1.3M+$132.0K2026-11-04
Hilton Head Capital Partners, LLC
DECREASED26,46626,949-483-2%$1.4M$1.3M-$86.9K2026-10-23
Schulz Wealth, Ltd.
UNCHANGED24,22524,22500%$1.2M$1.2M-$57.2K2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED24,01024,059-490%$1.2M$1.2M-$59.1K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED22,95922,899+60+0%$1.2M$1.1M-$51.2K2026-10-20
Triad Wealth Partners, LLC
DECREASED22,78424,867-2,083-8%$1.3M$1.1M-$174.9K2026-10-26
Iams Wealth Management, LLC
INCREASED22,29221,841+451+2%$1.1M$1.1M-$29.8K2026-10-15
Ignite Planners, LLC
DECREASED22,18022,271-910%$1.1M$1.1M-$56.9K2026-10-14
Sound Income Strategies, LLC
DECREASED19,91721,525-1,608-7%$1.1M$973.3K-$113.7K2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED19,77627,321-7,545-28%$1.4M$952.0K-$427.7K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED17,44015,146+2,294+15%$764.9K$839.6K+$74.7K2026-10-23
Schear Investment Advisers, LLC
NEW16,949—+16,949——$815.9K—2026-10-14
Tempo Wealth, LLC
DECREASED16,94918,095-1,146-6%$913.8K$815.9K-$97.9K2026-10-14
NWF Advisory Services Inc.
DECREASED16,78017,480-700-4%$882.7K$807.8K-$75.0K2026-10-19
Beam Wealth Advisors, Inc.
DECREASED15,61815,688-700%$792.2K$751.9K-$40.4K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED15,46215,777-315-2%$796.8K$744.3K-$52.4K2026-11-04
Chilton Capital Management LLC
UNCHANGED15,15915,15900%$765.5K$729.8K-$35.8K2026-10-28
StoneX Group Inc.
INCREASED14,98614,107+879+6%$708.6K$728.3K+$19.7K2026-11-03
MTM Investment Management, LLC
DECREASED14,51014,610-100-1%$737.8K$698.5K-$39.3K2026-10-30
Sigma Planning Corp
INCREASED14,49713,856+641+5%$699.7K$698.5K-$1.3K2026-10-23
Foguth Wealth Management, Llc.
DECREASED13,96920,096-6,127-30%$1.0M$705.4K-$313.4K2026-10-19
Unique Wealth, LLC
UNCHANGED13,73513,73500%$693.6K$661.2K-$32.4K2026-10-16
Herold Advisors, Inc.
INCREASED13,42713,074+353+3%$661.0K$646.3K-$14.8K2026-10-19
Lanark Financial, Inc.
DECREASED12,91712,950-330%$654.0K$621.8K-$32.2K2026-10-26
APS Management Group, Inc.
DECREASED12,69217,094-4,402-26%$863.2K$611.0K-$252.2K2026-10-14
Novem Group
INCREASED12,21612,201+15+0%$616.2K$588.1K-$28.1K2026-10-19
Investment Partners Asset Management, Inc.
DECREASED11,89311,998-105-1%$605.9K$572.5K-$33.4K2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED11,85612,887-1,031-8%$650.8K$570.7K-$80.1K2026-10-20
Winebrenner Capital Management LLC
DECREASED11,66211,752-90-1%$593.5K$561.4K-$32.1K2026-10-07
Private Trust Co NA
INCREASED11,3887,926+3,462+44%$400.3K$548.2K+$147.9K2026-10-20
Marion Wealth Management
INCREASED11,33510,454+881+8%$527.9K$545.7K+$17.7K2026-10-22
Csenge Advisory Group
INCREASED11,3226,704+4,618+69%$338.5K$545.0K+$206.5K2026-11-04
SBI Securities Co., Ltd.
INCREASED11,28610,586+700+7%$534.6K$543.3K+$8.7K2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED11,24911,035+214+2%$557.3K$541.5K-$15.7K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED10,2909,703+587+6%$490.0K$495.4K+$5.4K2026-10-14
Balboa Wealth Partners
INCREASED10,2569,935+321+3%$501.7K$493.7K-$8.0K2026-10-20
Signal Advisors Wealth, LLC
NEW10,169—+10,169——$489.5K—2026-10-13
Koshinski Asset Management, Inc.
INCREASED9,9196,107+3,812+62%$308.4K$477.5K+$169.1K2026-10-29
Bank of New York Mellon Corp
INCREASED9,8049,795+9+0%$494.6K$472.0K-$22.7K2026-11-05
Creative Planning
INCREASED9,7026,222+3,480+56%$314.2K$467.0K+$152.8K2026-11-02
Puff Wealth Management, LLC
DECREASED9,67312,254-2,581-21%$618.8K$465.7K-$153.2K2026-10-07
Omni 360 Wealth, Inc.
DECREASED9,6009,700-100-1%$489.9K$462.1K-$27.7K2026-10-13
Oppenheimer & Co Inc
DECREASED9,1849,846-662-7%$497.2K$442.1K-$55.1K2026-10-26
1834 Investment Advisors Co
NEW8,795—+8,795——$423.4K—2026-10-16
Nottingham Advisors, Inc.
DECREASED8,6739,173-500-5%$465.1K$417.4K-$47.6K2026-10-29
First Heartland Consultants, Inc.
INCREASED8,4758,099+376+5%$409.0K$408.0K-$1.0K2026-10-08
Griffith & Werner, Inc.
NEW8,233—+8,233——$396.3K—2026-11-04
G&S Capital LLC
INCREASED8,1057,948+157+2%$401.4K$390.2K-$11.2K2026-10-23
Semus Wealth Partners LLC
INCREASED7,8637,798+65+1%$393.8K$378.5K-$15.3K2026-10-22
Golden State Wealth Management, LLC
UNCHANGED7,5407,54000%$380.8K$363.0K-$17.8K2026-11-02
Park National Corp
UNCHANGED7,5007,50000%$378.8K$361.1K-$17.7K2026-10-05
Partners Wealth Management, LLC
NEW7,434—+7,434——$357.9K—2026-10-28
Clear Creek Financial Management, LLC
INCREASED7,3867,384+2+0%$372.9K$355.6K-$17.3K2026-10-28
Sentinel Pension Advisors, LLC
DECREASED7,3267,498-172-2%$382.9K$352.7K-$30.2K2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
INCREASED7,2817,260+21+0%$366.6K$350.5K-$16.1K2026-10-15
Global Assets Advisory, LLC
INCREASED7,2227,072+150+2%$359.5K$349.4K-$10.2K2026-10-28
BOS Asset Management, LLC
DECREASED7,0287,266-238-3%$366.9K$338.3K-$28.6K2026-10-09
Chronos Wealth Management, LLC
DECREASED6,9507,050-100-1%$356.0K$334.6K-$21.5K2026-10-20
Integrity Alliance, Llc.
INCREASED6,7245,903+821+14%$298.1K$323.7K+$25.6K2026-10-29
Strategic Blueprint, LLC
DECREASED6,7227,356-634-9%$371.5K$323.6K-$47.9K2026-10-22
Naples Global Advisors, LLC
DECREASED6,5877,265-678-9%$366.9K$317.1K-$49.8K2026-11-05
AlphaStar Capital Management, LLC
DECREASED6,4896,739-250-4%$340.3K$312.4K-$27.9K2026-10-16
Winnacle Wealth LLC
DECREASED6,08012,305-6,225-51%$621.4K$292.7K-$328.7K2026-10-15
QP Wealth Management, LLC
DECREASED5,9416,666-725-11%$336.6K$286.0K-$50.6K2026-10-20
Flaharty Asset Management, LLC
DECREASED5,91528,594-22,679-79%$1.5M$285.1K-$1.2M2026-11-02
Purewater Capital LLC
INCREASED5,9025,798+104+2%$292.8K$284.1K-$8.7K2026-10-23
Apollon Wealth Management, LLC
INCREASED5,7085,647+61+1%$285.2K$274.8K-$10.4K2026-10-23
Gibbs Wealth Management
DECREASED5,6666,767-1,101-16%$341.7K$272.8K-$69.0K2026-10-22
Core Wealth Partners LLC
DECREASED5,4398,647-3,208-37%$436.7K$261.8K-$174.8K2026-11-02
Econ Financial Services Corp
UNCHANGED5,2475,24700%$265.0K$252.6K-$12.4K2026-10-19
Sagespring Wealth Partners, LLC
DECREASED5,1825,584-402-7%$282.0K$249.5K-$32.5K2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED5,1335,035+98+2%$254.2K$247.1K-$7.1K2026-11-05
US Bancorp \de\
INCREASED5,0774,219+858+20%$213.1K$244.4K+$31.3K2026-11-05
Ergawealth Advisors, Inc.
DECREASED5,0595,162-103-2%$260.7K$243.5K-$17.2K2026-10-21
Chris Bulman Inc
INCREASED5,0355,017+18+0%$253.3K$242.4K-$11.0K2026-10-20
Accurate Wealth Management, LLC
NEW4,992—+4,992——$246.1K—2026-10-20
Tortuga Wealth Management, Inc
INCREASED4,9864,982+4+0%$251.5K$240.2K-$11.4K2026-10-27
Mainsail Asset Management, LLC
UNCHANGED4,9664,96600%$253.6K$241.3K-$12.3K2026-10-14
DB&C Advisors, LLC
INCREASED4,9364,355+581+13%$219.9K$237.6K+$17.7K2026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED4,9004,90000%$247.5K$235.9K-$11.6K2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED4,8035,289-486-9%$267.1K$231.2K-$35.9K2026-10-08
GSG Advisors LLC
DECREASED4,6964,914-218-4%$248.1K$226.1K-$22.1K2026-11-03
Tectonic Advisors LLC
NEW4,680—+4,680——$225.3K—2026-10-22
Miramontes Capital, LLC
DECREASED4,4244,523-99-2%$228.4K$213.0K-$15.4K2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED4,2974,29700%$217.0K$206.9K-$10.1K2026-11-03
Hofer & Associates. Inc
NEW4,162—+4,162——$200.3K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED4,1624,220-58-1%$213.1K$200.3K-$12.7K2026-10-14
IMG Wealth Management, Inc.
INCREASED4,0013,979+22+1%$200.9K$192.6K-$8.3K2026-10-27
Hazlett, Burt & Watson, Inc.
DECREASED3,3833,523-140-4%$111.1K$42.1K-$68.9K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED3,3653,36500%$169.9K$162.0K-$7.9K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,4762,47600%$125.0K$119.2K-$5.8K2026-10-27
Rossby Financial, LCC
INCREASED2,06397+1,966+2027%$4.9K$99.3K+$94.4K2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED1,9512,174-223-10%$109.7K$93.9K-$15.8K2026-11-02
Montag A & Associates Inc
UNCHANGED1,5001,50000%$75.8K$72.2K-$3.5K2026-10-29
Parkside Financial Bank & Trust
NEW1,340—+1,340——$64.5K—2026-10-27
Financial Network Wealth Advisors LLC
DECREASED1,3142,008-694-35%$101.4K$63.3K-$38.1K2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED97097000%$49.0K$46.7K-$2.3K2026-10-13
Latitude Advisors, LLC
NEW640—+640——$30.8K—2026-10-27
Blue Trust, Inc.
NEW606—+606——$29.2K—2026-10-15
Trust Co of Vermont
UNCHANGED60060000%$30.3K$28.9K-$1.4K2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED45045000%$22.7K$21.7K-$1.1K2026-10-28
Root Financial Partners, LLC
NEW410—+410——$19.7K—2026-10-21
Larson Financial Group LLC
DECREASED370371-10%$18.8K$17.8K-$9302026-11-05
Wolff Wiese Magana LLC
UNCHANGED26026000%$13.1K$12.5K-$6132026-10-15
Quaker Wealth Management, LLC
NEW195—+195——$9.4K—2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED15415400%$7.8K$7.4K-$3632026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED142139+3+2%$7.0K$6.9K-$1862026-10-14
Davis Capital Management
UNCHANGED13213200%$6.7K$6.4K-$3122026-10-08
Assetmark, Inc
NEW128—+128——$6.2K—2026-10-21
Evolution Wealth Management Inc.
UNCHANGED767600%$3.8K$3.7K-$1792026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$1.0K$963-$472026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED161600%$808$770-$382026-10-15
Canton Hathaway, LLC
NEW14—+14——$674—2026-10-23
Spurstone Advisory Services, LLC
UNCHANGED4400%$203$193-$102026-11-02
Dynamic Advisor Solutions LLC
CLOSED036,221-36,221-100%$1.8M$0-$1.8M2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED014,735-14,735-100%$744.1K$0-$744.1K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
CLOSED010,429-10,429-100%$526.7K$0-$526.7K2026-10-15
Summit Financial Wealth Advisors, LLC
CLOSED04,525-4,525-100%$228.5K$0-$228.5K2026-10-15
MGO One Seven LLC
CLOSED04,298-4,298-100%$217.0K$0-$217.0K2026-10-28
Summit Wealth Group LLC / Co
CLOSED04,125-4,125-100%$208.3K$0-$208.3K2026-10-29
AdvisorNet Financial, Inc
CLOSED01,009-1,009-100%$50.9K$0-$50.9K2026-10-15
Bullseye Investment Management, LLC
CLOSED0652-652-100%$32.9K$0-$32.9K2026-10-29
Tucker Asset Management LLC
CLOSED0481-481-100%$24.3K$0-$24.3K2026-10-29
Compass Financial Management LLC
CLOSED074-74-100%$3.7K$0-$3.7K2026-10-30
Raleigh Capital Management Inc.
UNCHANGED000—$4$4$02026-10-28
Beacon Capital Management, Inc.
UNCHANGED000—$12$12$02026-10-13
LPL Financial LLC
N/A—5,533,263-5,533,263-100%$279.4M———
Morgan Stanley
N/A—4,911,743-4,911,743-100%$248.0M———
Wells Fargo & Company
N/A—3,100,855-3,100,855-100%$156.6M———
Raymond James Financial Inc
N/A—2,165,360-2,165,360-100%$109.4M———
UBS Group AG
N/A—1,986,894-1,986,894-100%$100.3M———
Envestnet Asset Management Inc
N/A—1,344,081-1,344,081-100%$67.9M———
Royal Bank of Canada
N/A—1,135,148-1,135,148-100%$57.3M———
Cetera Investment Advisers
N/A—1,056,529-1,056,529-100%$53.4M———
Janney Montgomery Scott LLC
N/A—700,810-700,810-100%$35.4M———
Osaic Holdings, Inc.
N/A—545,961-545,961-100%$27.6M———
Rockefeller Capital Management L.P.
N/A—393,338-393,338-100%$19.9M———
PSI Advisors, LLC
N/A—385,687-385,687-100%$19.5M———
Modern Wealth Management, LLC
N/A—344,253-344,253-100%$17.4M———
Stifel Financial Corp
N/A—326,395-326,395-100%$16.5M———
Steward Partners Investment Advisory, LLC
N/A—320,973-320,973-100%$16.2M———
Compass Financial Services Inc
N/A—269,549-269,549-100%$13.6M———
SlateStone Wealth, LLC
N/A—247,138-247,138-100%$12.5M———
Symphony Financial Services, Inc.
N/A—207,896-207,896-100%$10.5M———
Harbour Investments, Inc.
N/A—189,571-189,571-100%$9.6M———
Private Advisor Group, LLC
N/A—175,737-175,737-100%$8.9M———
MML Investors Services, LLC
N/A—166,974-166,974-100%$8.4M———
Argent Advisors, Inc.
N/A—162,868-162,868-100%$8.2M———
Principal Securities, Inc.
N/A—156,815-156,815-100%$7.9M———
&partners
N/A—156,043-156,043-100%$7.9M———
NewEdge Advisors, LLC
N/A—146,889-146,889-100%$7.4M———
Integrated Wealth Concepts LLC
N/A—134,177-134,177-100%$6.8M———
Snowden Capital Advisors LLC
N/A—133,085-133,085-100%$6.7M———
HighTower Advisors, LLC
N/A—96,695-96,695-100%$4.9M———
Pinnacle Financial Partners, Inc.
N/A—94,745-94,745-100%$4.8M———
Baird Financial Group, Inc.
N/A—90,516-90,516-100%$4.6M———
OneDigital Investment Advisors LLC
N/A—87,567-87,567-100%$4.4M———
Susquehanna International Group, LLP
N/A—85,168-85,168-100%$4.3M———
Foundations Investment Advisors, LLC
N/A—82,215-82,215-100%$4.2M———
Arax Advisory Partners
N/A—74,593-74,593-100%$3.8M———
Z3 Capital Partners, LLC
N/A—63,974-63,974-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—63,057-63,057-100%$3.2M———
Focus Partners Wealth
N/A—62,014-62,014-100%$3.1M———
Gladstone Institutional Advisory LLC
N/A—60,466-60,466-100%$3.1M———
NewEdge Wealth, LLC
N/A—57,700-57,700-100%$2.9M———
Strategic Financial Concepts, LLC
N/A—57,473-57,473-100%$2.9M———
Ameritas Advisory Services, LLC
N/A—57,453-57,453-100%$2.9M———
Proactive Wealth Strategies LLC
N/A—55,436-55,436-100%$2.8M———
Gateway Wealth Partners, LLC
N/A—54,010-54,010-100%$2.7M———
Old Mission Capital LLC
N/A—52,669-52,669-100%$2.7M———
Inspire Advisors, LLC
N/A—48,176-48,176-100%$2.4M———
Arkadios Wealth Advisors
N/A—46,918-46,918-100%$2.4M———
Silver OAK Securities, Incorporated
N/A—46,341-46,341-100%$2.3M———
Sanctuary Advisors, LLC
N/A—44,439-44,439-100%$2.2M———
IHT Wealth Management, LLC
N/A—44,386-44,386-100%$2.2M———
Goldstone Financial Group, LLC
N/A—43,589-43,589-100%$2.2M———
Sequent Planning LLC
N/A—42,195-42,195-100%$2.1M———
Legacy Wealth Managment, LLC
N/A—33,700-33,700-100%$1.7M———
Resolute Wealth Strategies, LLC
N/A—33,697-33,697-100%$1.7M———
Cresset Asset Management, LLC
N/A—32,827-32,827-100%$1.7M———
Tandem Financial, LLC
N/A—29,851-29,851-100%$1.5M———
Stonebridge Financial Planning Group, LLC
N/A—29,654-29,654-100%$1.5M———
Equitable Holdings, Inc.
N/A—29,400-29,400-100%$1.5M———
OFC Financial Planning, LLC
N/A—29,294-29,294-100%$1.5M———
Captrust Financial Advisors
N/A—28,777-28,777-100%$1.5M———
Fiduciary Financial Advisors
N/A—28,674-28,674-100%$1.4M———
First Trust Advisors LP
N/A—27,822-27,822-100%$1.4M———
Pine Valley Investments Ltd Liability Co
N/A—26,273-26,273-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—25,896-25,896-100%$1.3M———
AE Wealth Management LLC
N/A—25,726-25,726-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—25,587-25,587-100%$1.3M———
Independent Advisor Alliance
N/A—25,479-25,479-100%$1.3M———
Geneos Wealth Management Inc.
N/A—25,308-25,308-100%$1.3M———
Fifth Third Bancorp
N/A—24,906-24,906-100%$1.3M———
World Investment Advisors
N/A—24,854-24,854-100%$1.3M———
Private Advisory Group LLC
N/A—24,507-24,507-100%$1.2M———
Moors & Cabot, Inc.
N/A—22,606-22,606-100%$1.1M———
Mutual Advisors, LLC
N/A—22,313-22,313-100%$1.1M———
NCM Capital Management, LLC
N/A—19,662-19,662-100%$992.9K———
Jaffetilchin Investment Partners, LLC
N/A—18,758-18,758-100%$947.3K———
HighPoint Advisor Group LLC
N/A—18,029-18,029-100%$910.5K———
WCG Wealth Advisors LLC
N/A—16,556-16,556-100%$836.1K———
Summit Financial, LLC
N/A—16,451-16,451-100%$830.8K———
Northwestern Mutual Wealth Management Co
N/A—15,766-15,766-100%$796.2K———
Two Sigma Securities, LLC
N/A—15,516-15,516-100%$783.6K———
Clearstead Advisors, LLC
N/A—14,806-14,806-100%$747.7K———
Van Diest Capital, LLC
N/A—14,578-14,578-100%$736.2K———
Great Valley Advisor Group, Inc.
N/A—13,966-13,966-100%$705.4K———
Merit Financial Group, LLC
N/A—13,937-13,937-100%$703.8K———
Centaurus Financial, Inc.
N/A—13,843-13,843-100%$699.0K———
Forefront Wealth Partners, LLC
N/A—13,815-13,815-100%$697.7K———
Harvest Investment Services, LLC
N/A—12,948-12,948-100%$653.9K———
Citadel Advisors LLC
N/A—12,819-12,819-100%$647.4K———
Ethos Financial Group, LLC
N/A—12,740-12,740-100%$663.8K———
PFG Investments, LLC
N/A—12,117-12,117-100%$611.9K———
IFG Advisory, LLC
N/A—11,667-11,667-100%$589.2K———
1776 Wealth LLC
N/A—11,337-11,337-100%$572.5K———
Qube Research & Technologies Ltd
N/A—10,952-10,952-100%$553.1K———
Advisory Services Network, LLC
N/A—10,701-10,701-100%$540.4K———
Western Wealth Management, LLC
N/A—10,671-10,671-100%$538.9K———
Envestnet Portfolio Solutions, Inc.
N/A—9,848-9,848-100%$497.3K———
Smith, Moore & Co.
N/A—9,828-9,828-100%$496.3K———
Focus Partners Advisor Solutions, LLC
N/A—9,700-9,700-100%$489.9K———
Essex Financial Services, Inc.
N/A—8,622-8,622-100%$435.4K———
IFS Group,LLC
N/A—8,575-8,575-100%$433.0K———
Strategic Financial Partners, Ltd.
N/A—8,465-8,465-100%$427.5K———
Crux Wealth Advisors
N/A—8,019-8,019-100%$405.0K———
Capital Analysts, LLC
N/A—7,837-7,837-100%$365.0K———
Prasad Wealth Partners, LLC
N/A—7,830-7,830-100%$395.4K———
Kovack Advisors, Inc.
N/A—7,512-7,512-100%$381.3K———
Collaborative Wealth Managment Inc.
N/A—7,272-7,272-100%$367.2K———
Jacobi Capital Management LLC
N/A—7,181-7,181-100%$362.6K———
Main Street Financial Solutions, LLC
N/A—7,096-7,096-100%$358.3K———
Share Andrew L.
N/A—7,000-7,000-100%$353.5K———
Faithward Advisors, LLC
N/A—6,627-6,627-100%$334.6K———
Topsail Wealth Management, LLC
N/A—6,570-6,570-100%$331.8K———
Level Four Advisory Services, LLC
N/A—6,444-6,444-100%$325.4K———
Global Retirement Partners, LLC
N/A—6,176-6,176-100%$311.9K———
Mariner, LLC
N/A—5,717-5,717-100%$288.7K———
FSB Premier Wealth Management, Inc.
N/A—5,636-5,636-100%$284.6K———
Benjamin Edwards Inc
N/A—5,310-5,310-100%$268.1K———
Transcend Capital Advisors, LLC
N/A—5,111-5,111-100%$258.1K———
Vestmark Advisory Solutions, Inc.
N/A—5,035-5,035-100%$254.2K———
HBK Sorce Advisory LLC
N/A—5,020-5,020-100%$260.2K———
Advyzon Investment Management, LLC
N/A—4,953-4,953-100%$250.1K———
Flputnam Investment Management Co
N/A—4,882-4,882-100%$246.5K———
CreativeOne Wealth, LLC
N/A—4,842-4,842-100%$244.5K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—4,700-4,700-100%$237.4K———
Institute for Wealth Management, Llc.
N/A—4,473-4,473-100%$225.9K———
Leigh Baldwin & Co., LLC
N/A—4,337-4,337-100%$219.0K———
Mach-1 Financial Group, LLC
N/A—4,320-4,320-100%$218.2K———
Keystone Financial Group
N/A—4,093-4,093-100%$206.7K———
Pathstone Holdings, LLC
N/A—4,024-4,024-100%$203.2K———
BFC Planning, Inc.
N/A—3,581-3,581-100%$180.9K———
Ameriflex Group, Inc.
N/A—3,490-3,490-100%$176.2K———
Continuum Advisory, LLC
N/A—2,298-2,298-100%$116.0K———
SHP Wealth Management
N/A—1,831-1,831-100%$92.5K———
Strategic Wealth Partners, Ltd.
N/A—1,471-1,471-100%$74.3K———
Ankerstar Wealth, LLC
N/A—1,389-1,389-100%$70.1K———
Aptus Capital Advisors, LLC
N/A—1,350-1,350-100%$68.2K———
Huntington National Bank
N/A—1,230-1,230-100%$62.1K———
10Elms LLP
N/A—1,115-1,115-100%$56.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,014-1,014-100%$51.2K———
Keating Financial Advisory Services, Inc.
N/A—796-796-100%$40.2K———
Darwin Wealth Management, LLC
N/A—593-593-100%$30.0K———
Medallion Wealth Advisors, LLC
N/A—564-564-100%$28.5K———
Graney & King, LLC
N/A—564-564-100%$28.5K———
Bank of Montreal
N/A—500-500-100%$25.3K———
Atlantic Private Wealth, LLC
N/A—500-500-100%$25.3K———
Quantum Portfolio Management LLC
N/A—494-494-100%$24.9K———
FMR LLC
N/A—290-290-100%$14.7K———
Tower Research Capital LLC (TRC)
N/A—162-162-100%$8.2K———
Ancora Advisors LLCA
N/A—145-145-100%$7.3K———
Smartleaf Asset Management LLC
N/A—105-105-100%$5.3K———
Jones Financial Companies Lllp
N/A—102-102-100%$5.2K———
Mpwm Advisory Solutions, LLC
N/A—100-100-100%$5.1K———
Imprint Wealth LLC
N/A—97-97-100%$4.9K———
N.E.W. Advisory Services LLC
N/A—85-85-100%$4.3K———
JPMorgan Chase & Co
N/A—58-58-100%$3.0K———
UBS Asset Management Americas LLC
N/A—41-41-100%$2.1K———
Park Square Financial Group, LLC
N/A—12-12-100%$606———
Showing 330 of 330 institutions