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First Trust Smith Opportunis (FIXD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares1,312,579 from 1,236,235
Change+76,344 (+6%)
Value$56.2M (+$2.1M)
Filed 2026-10-30
One Way Holdings LLC
INCREASED
Shares879,142 from 783,681
Change+95,461 (+12%)
Value$36.3M (+$2.1M)
Filed 2026-10-29
Park National Corp
INCREASED
Shares739,505 from 630,782
Change+108,723 (+17%)
Value$30.5M (+$3.0M)
Filed 2026-10-05
Great Lakes Retirement, Inc.
INCREASED
Shares676,315 from 654,829
Change+21,486 (+3%)
Value$27.9M (-$645.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares639,460 from 673,508
Change-34,048 (-5%)
Value$26.4M (-$3.0M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares589,029 from 609,036
Change-20,007 (-3%)
Value$24.3M (-$2.2M)
Filed 2026-11-05
TCP Asset Management, LLC
INCREASED
Shares483,288 from 469,114
Change+14,174 (+3%)
Value$19.9M (-$512.7K)
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares437,228 from 526,865
Change-89,637 (-17%)
Value$18.4M (-$4.6M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares402,503 from 416,157
Change-13,654 (-3%)
Value$16.6M (-$1.5M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares332,155 from 174,742
Change+157,413 (+90%)
Value$13.7M (+$6.1M)
Filed 2026-10-29
LexAurum Advisors, LLC
INCREASED
Shares264,851 from 243,516
Change+21,335 (+9%)
Value$10.9M (+$310.6K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares231,254 from 228,135
Change+3,119 (+1%)
Value$9.5M (-$405.1K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares229,542 from 23,076
Change+206,466 (+895%)
Value$9.5M (+$8.5M)
Filed 2026-11-05
Landmark Wealth Management, LLC
INCREASED
Shares208,872 from 202,601
Change+6,271 (+3%)
Value$8.6M (-$215.3K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares198,246 from 155,430
Change+42,816 (+28%)
Value$8.2M (+$1.4M)
Filed 2026-10-08
MGO One Seven LLC
INCREASED
Shares192,709 from 184,718
Change+7,991 (+4%)
Value$8.0M (-$102.4K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares163,073 from 169,238
Change-6,165 (-4%)
Value$6.7M (-$650.4K)
Filed 2026-10-16
ERn Financial, LLC
INCREASED
Shares144,918 from 143,214
Change+1,704 (+1%)
Value$6.0M (-$264.8K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares144,877 from 146,459
Change-1,582 (-1%)
Value$6.0M (-$408.0K)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares128,931 from 114,822
Change+14,109 (+12%)
Value$5.3M (+$313.6K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares123,380 from 236,958
Change-113,578 (-48%)
Value$5.1M (-$5.2M)
Filed 2026-10-21
Family Capital Management, Inc.
INCREASED
Shares112,280 from 110,383
Change+1,897 (+2%)
Value$4.6M (-$180.0K)
Filed 2026-11-03
Randall & Associates Wealth Management
DECREASED
Shares110,395 from 120,096
Change-9,701 (-8%)
Value$4.6M (-$681.4K)
Filed 2026-10-20
Keystone Wealth Services, LLC
INCREASED
Shares108,623 from 108,343
Change+280 (+0%)
Value$4.5M (-$231.9K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares107,847 from 113,881
Change-6,034 (-5%)
Value$4.5M (-$515.5K)
Filed 2026-11-03
Westside Investment Management, Inc.
INCREASED
Shares91,023 from 83,950
Change+7,073 (+8%)
Value$3.8M (+$95.5K)
Filed 2026-11-02
Capital Planning LLC
INCREASED
Shares90,228 from 89,683
Change+545 (+1%)
Value$3.7M (-$187.4K)
Filed 2026-10-09
Assetmark, Inc
DECREASED
Shares89,754 from 119,121
Change-29,367 (-25%)
Value$3.7M (-$1.5M)
Filed 2026-10-21
Core Wealth Partners LLC
DECREASED
Shares84,287 from 84,881
Change-594 (-1%)
Value$3.5M (-$223.2K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares80,467 from 78,368
Change+2,099 (+3%)
Value$3.3M (-$96.8K)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares74,975 from 73,931
Change+1,044 (+1%)
Value$3.1M (-$129.9K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares73,936 from 48,325
Change+25,611 (+53%)
Value$3.1M (+$943.9K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares70,995 from 115,714
Change-44,719 (-39%)
Value$2.9M (-$2.1M)
Filed 2026-11-03
Fagan Associates, Inc.
DECREASED
Shares69,491 from 72,531
Change-3,040 (-4%)
Value$2.9M (-$295.2K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares68,174 from 74,298
Change-6,124 (-8%)
Value$2.8M (-$426.6K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares67,384 from 68,686
Change-1,302 (-2%)
Value$2.8M (-$214.5K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares64,221 from 63,124
Change+1,097 (+2%)
Value$2.7M (-$102.4K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares63,889 from 60,450
Change+3,439 (+6%)
Value$2.6M (+$466)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares59,023 from 54,847
Change+4,176 (+8%)
Value$2.4M (+$44.0K)
Filed 2026-11-05
Cannon Financial Strategists, Inc.
DECREASED
Shares54,234 from 72,459
Change-18,225 (-25%)
Value$2.2M (-$921.7K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares52,488 from 56,618
Change-4,130 (-7%)
Value$2.2M (-$302.9K)
Filed 2026-10-08
Bank of New York Mellon Corp
DECREASED
Shares51,164 from 76,137
Change-24,973 (-33%)
Value$2.1M (-$1.2M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares49,865 from 47,129
Change+2,736 (+6%)
Value$2.1M (+$2.6K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares43,917 from 62,598
Change-18,681 (-30%)
Value$1.8M (-$917.4K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares42,375 from 27,229
Change+15,146 (+56%)
Value$1.8M (+$576.6K)
Filed 2026-10-13
First Financial Group Corp
DECREASED
Shares42,326 from 44,846
Change-2,520 (-6%)
Value$1.7M (-$208.9K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares40,289 from 55,635
Change-15,346 (-28%)
Value$1.7M (-$763.5K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares35,560 from 38,055
Change-2,495 (-7%)
Value$1.5M (-$192.0K)
Filed 2026-11-02
HCR Wealth Advisors
DECREASED
Shares34,811 from 37,095
Change-2,284 (-6%)
Value$1.4M (-$181.1K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares34,458 from 45,634
Change-11,176 (-24%)
Value$1.4M (-$568.0K)
Filed 2026-10-26
Howard Financial Services, Ltd.
DECREASED
Shares34,325 from 54,308
Change-19,983 (-37%)
Value$1.4M (-$951.8K)
Filed 2026-10-15
Columbia Advisory Partners LLC
DECREASED
Shares33,437 from 35,497
Change-2,060 (-6%)
Value$1.4M (-$168.1K)
Filed 2026-10-15
QTR Family Wealth, LLC
DECREASED
Shares27,900 from 30,893
Change-2,993 (-10%)
Value$1.2M (-$195.8K)
Filed 2026-11-02
Global View Capital Management LLC
DECREASED
Shares27,293 from 39,050
Change-11,757 (-30%)
Value$1.1M (-$576.6K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares26,966 from 31,206
Change-4,240 (-14%)
Value$1.1M (-$248.0K)
Filed 2026-10-19
Chiron Capital Management, LLC
DECREASED
Shares24,370 from 25,317
Change-947 (-4%)
Value$1.0M (-$98.3K)
Filed 2026-10-15
Inspirion Wealth Advisors, LLC
DECREASED
Shares22,626 from 23,672
Change-1,046 (-4%)
Value$933.8K (-$96.4K)
Filed 2026-10-09
Winthrop Advisory Group LLC
INCREASED
Shares22,161 from 16,354
Change+5,807 (+36%)
Value$914.6K (+$201.4K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
DECREASED
Shares21,569 from 153,627
Change-132,058 (-86%)
Value$890.1K (-$5.8M)
Filed 2026-10-20
KG Capital Management
INCREASED
Shares20,071 from 16,264
Change+3,807 (+23%)
Value$828.3K (+$119.1K)
Filed 2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares19,598 from 18,721
Change+877 (+5%)
Value$808.8K (-$7.6K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares19,548 from 18,757
Change+791 (+4%)
Value$806.8K (-$11.3K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares19,446 from 18,394
Change+1,052 (+6%)
Value$802.5K (+$344)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares19,140 from 17,044
Change+2,096 (+12%)
Value$789.9K (+$46.6K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares19,073 from 19,073
Change0 (0%)
Value$787.1K (-$44.6K)
Filed 2026-10-21
Iams Wealth Management, LLC
DECREASED
Shares18,782 from 115,002
Change-96,220 (-84%)
Value$775.2K (-$4.2M)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED
Shares18,752 from 19,413
Change-661 (-3%)
Value$773.9K (-$72.7K)
Filed 2026-11-02
CLG LLC
DECREASED
Shares18,585 from 19,669
Change-1,084 (-6%)
Value$767.0K (-$90.8K)
Filed 2026-10-13
Novem Group
INCREASED
Shares16,817 from 13,403
Change+3,414 (+25%)
Value$694.1K (+$109.5K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
DECREASED
Shares16,678 from 17,224
Change-546 (-3%)
Value$688.3K (-$62.8K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW
Shares15,888
Change+15,888
Value$657.7K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares15,743 from 14,954
Change+789 (+5%)
Value$649.7K (-$2.4K)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED
Shares15,688 from 15,688
Change0 (0%)
Value$647.4K (-$36.7K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares15,600 from 13,513
Change+2,087 (+15%)
Value$643.8K (+$54.5K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,988 from 17,545
Change-2,557 (-15%)
Value$618.5K (-$146.6K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares14,840 from 16,848
Change-2,008 (-12%)
Value$612.5K (-$122.3K)
Filed 2026-10-16
Founders Financial Securities LLC
INCREASED
Shares14,370 from 14,219
Change+151 (+1%)
Value$593.0K (-$27.1K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares14,141 from 12,908
Change+1,233 (+10%)
Value$583.6K (+$20.7K)
Filed 2026-11-04
BAM Wealth Management, LLC
DECREASED
Shares13,180 from 20,931
Change-7,751 (-37%)
Value$543.9K (-$368.9K)
Filed 2026-10-15
Cottonwood Capital Advisors, LLC
INCREASED
Shares13,081 from 12,856
Change+225 (+2%)
Value$539.9K (-$20.8K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares12,907 from 39,446
Change-26,539 (-67%)
Value$532.7K (-$1.2M)
Filed 2026-10-26
Richmond Investment Services, LLC
INCREASED
Shares12,257 from 12,205
Change+52 (+0%)
Value$505.8K (-$26.4K)
Filed 2026-10-29
GSG Advisors LLC
INCREASED
Shares12,221 from 12,187
Change+34 (+0%)
Value$504.4K (-$27.1K)
Filed 2026-11-03
United Advisor Group, LLC
DECREASED
Shares12,087 from 12,795
Change-708 (-6%)
Value$498.9K (-$59.1K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares11,997 from 12,156
Change-159 (-1%)
Value$495.1K (-$35.0K)
Filed 2026-11-04
First Premier Bank
DECREASED
Shares11,795 from 13,795
Change-2,000 (-14%)
Value$486.0K (+$485.4K)
Filed 2026-10-13
Allen Capital Group, LLC
DECREASED
Shares11,391 from 11,624
Change-233 (-2%)
Value$470.1K (-$36.8K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares10,820 from 9,527
Change+1,293 (+14%)
Value$446.6K (+$31.1K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares10,805 from 16,072
Change-5,267 (-33%)
Value$445.9K (-$255.0K)
Filed 2026-10-22
Cambridge Advisors Inc.
DECREASED
Shares10,782 from 21,755
Change-10,973 (-50%)
Value$445.0K (-$503.8K)
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares10,712 from 11,391
Change-679 (-6%)
Value$444.1K (-$52.6K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
INCREASED
Shares10,668 from 10,633
Change+35 (+0%)
Value$440.3K (-$23.4K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares10,372 from 11,254
Change-882 (-8%)
Value$428.1K (-$62.7K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares10,314 from 10,342
Change-28 (0%)
Value$425.7K (-$25.4K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares10,305 from 11,787
Change-1,482 (-13%)
Value$425.3K (-$88.6K)
Filed 2026-11-03
ROI Financial Advisors, LLC
INCREASED
Shares9,976 from 8,069
Change+1,907 (+24%)
Value$411.7K (+$59.8K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares9,690 from 10,223
Change-533 (-5%)
Value$399.9K (-$45.9K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares9,618 from 8,867
Change+751 (+8%)
Value$396.9K (+$10.3K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
UNCHANGED
Shares9,483 from 9,483
Change0 (0%)
Value$391.4K (-$22.2K)
Filed 2026-11-02
Lighthouse Wealth Management Inc.
DECREASED
Shares8,626 from 8,772
Change-146 (-2%)
Value$356.0K (-$26.6K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares8,544 from 6,851
Change+1,693 (+25%)
Value$352.6K (+$53.8K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares8,521 from 9,276
Change-755 (-8%)
Value$351.7K (-$52.9K)
Filed 2026-10-14
Beacon Financial Group
DECREASED
Shares8,499 from 15,708
Change-7,209 (-46%)
Value$350.7K (-$334.3K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares8,294 from 383
Change+7,911 (+2066%)
Value$342.3K (+$325.6K)
Filed 2026-10-29
Holos Integrated Wealth LLC
DECREASED
Shares7,824 from 8,510
Change-686 (-8%)
Value$325.8K (-$43.6K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares7,526 from 8,641
Change-1,115 (-13%)
Value$310.6K (-$66.2K)
Filed 2026-10-20
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares7,526 from 7,438
Change+88 (+1%)
Value$310.6K (-$13.8K)
Filed 2026-10-14
Triad Wealth Partners, LLC
INCREASED
Shares7,348 from 6,348
Change+1,000 (+16%)
Value$303.3K (+$30.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares7,311 from 6,311
Change+1,000 (+16%)
Value$302.2K (+$27.5K)
Filed 2026-11-02
Able Financial Group, LLC
INCREASED
Shares7,124 from 6,667
Change+457 (+7%)
Value$294.0K (+$3.3K)
Filed 2026-10-14
Cooper Financial Group
INCREASED
Shares7,013 from 6,938
Change+75 (+1%)
Value$289.4K (-$13.2K)
Filed 2026-10-07
Creative Financial Designs Inc
DECREASED
Shares6,885 from 21,229
Change-14,344 (-68%)
Value$284.2K (-$641.6K)
Filed 2026-11-04
USAdvisors Wealth Management, LLC
DECREASED
Shares6,822 from 10,301
Change-3,479 (-34%)
Value$281.0K (-$168.0K)
Filed 2026-10-21
Asset One Wealth Management LLC
DECREASED
Shares6,481 from 9,974
Change-3,493 (-35%)
Value$267.5K (-$165.1K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares6,404 from 6,288
Change+116 (+2%)
Value$264.3K (-$10.0K)
Filed 2026-10-23
XML Financial, LLC
NEW
Shares6,218
Change+6,218
Value$256.6K
Filed 2026-10-29
EdgeRock Capital LLC
INCREASED
Shares6,195 from 6,192
Change+3 (+0%)
Value$255.7K (-$14.4K)
Filed 2026-11-03
Integrity Alliance, Llc.
NEW
Shares6,156
Change+6,156
Value$254.1K
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares6,089 from 7,072
Change-983 (-14%)
Value$251.3K (-$57.1K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares5,863 from 5,067
Change+796 (+16%)
Value$242.0K (+$21.0K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
INCREASED
Shares5,741 from 5,708
Change+33 (+1%)
Value$236.9K (-$12.0K)
Filed 2026-10-16
TrueWealth Advisors, LLC
DECREASED
Shares5,589 from 6,344
Change-755 (-12%)
Value$230.7K (-$46.0K)
Filed 2026-10-09
Beacon Financial Advisory LLC
DECREASED
Shares5,532 from 5,632
Change-100 (-2%)
Value$228.3K (-$17.3K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares5,428 from 4,779
Change+649 (+14%)
Value$224.0K (+$15.6K)
Filed 2026-10-21
Andina Capital Management, LLC
UNCHANGED
Shares5,299 from 5,299
Change0 (0%)
Value$218.7K (-$12.4K)
Filed 2026-10-21
Old Port Advisors
DECREASED
Shares5,181 from 5,451
Change-270 (-5%)
Value$213.8K (-$23.9K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares5,117 from 5,759
Change-642 (-11%)
Value$211.2K (-$39.9K)
Filed 2026-10-20
Brookstone Capital Management
UNCHANGED
Shares5,011 from 5,011
Change0 (0%)
Value$206.8K (-$11.7K)
Filed 2026-10-22
American Institute for Advanced Investment Management, LLP
DECREASED
Shares4,900 from 6,550
Change-1,650 (-25%)
Value$202.2K (-$83.4K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares4,195 from 7,045
Change-2,850 (-40%)
Value$173.1K (-$134.1K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares3,727 from 5,227
Change-1,500 (-29%)
Value$153.8K (-$74.1K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares3,472 from 2,129
Change+1,343 (+63%)
Value$143.3K (+$50.5K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares3,459 from 2,310
Change+1,149 (+50%)
Value$142.8K (+$42.0K)
Filed 2026-11-05
Biltmore Family Office, LLC
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$126.9K (-$7.2K)
Filed 2026-11-03
SBI Securities Co., Ltd.
UNCHANGED
Shares3,002 from 3,002
Change0 (0%)
Value$123.9K (-$7.0K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares2,996 from 2,969
Change+27 (+1%)
Value$123.6K (-$5.9K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares2,484 from 3,387
Change-903 (-27%)
Value$102.5K (-$45.2K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares1,684 from 4,104
Change-2,420 (-59%)
Value$69.5K (-$109.2K)
Filed 2026-10-30
First Pacific Financial
INCREASED
Shares1,426 from 1,409
Change+17 (+1%)
Value$58.8K (-$2.6K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares1,415
Change+1,415
Value$58.4K
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,372 from 1,080
Change+292 (+27%)
Value$56.6K (+$9.5K)
Filed 2026-11-02
Wagner Wealth Management, LLC
DECREASED
Shares778 from 898
Change-120 (-13%)
Value$32.1K (-$7.1K)
Filed 2026-10-21
Avion Wealth
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$28 (-$2)
Filed 2026-11-04
Raleigh Capital Management Inc.
DECREASED
Shares601 from 1,347
Change-746 (-55%)
Value$24.8K (-$33.9K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares590 from 586
Change+4 (+1%)
Value$24.3K (-$1.2K)
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$17.5K (-$995)
Filed 2026-10-15
Ascentis Independent Advisors
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$17.2K (-$978)
Filed 2026-11-03
Key Capital Management, Inc
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$16.9K (-$957)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares341 from 46
Change+295 (+641%)
Value$14.1K (+$12.1K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares277 from 179
Change+98 (+55%)
Value$11.4K (+$3.6K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$9 (-$1)
Filed 2026-11-04
American National Bank & Trust
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$8.2K (-$463)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
NEW
Shares184
Change+184
Value$7.6K
Filed 2026-10-27
Lloyd Advisory Services, Llc.
INCREASED
Shares182 from 181
Change+1 (+1%)
Value$7.5K (-$379)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$5.2K (-$297)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.0K (-$171)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares57
Change+57
Value$2.4K
Filed 2026-10-21
CX Institutional
NEW
Shares34
Change+34
Value$1
Filed 2026-10-02
Hilltop National Bank
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$990 (-$57)
Filed 2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$990 (-$57)
Filed 2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$496 (-$26)
Filed 2026-11-02
Dominguez Wealth Management Solutions, Inc.
CLOSED
Shares0 from 343,382
Change-343,382 (-100%)
Value$0 (-$15.0M)
Filed 2026-10-07
Providence First Trust Co
CLOSED
Shares0 from 16,636
Change-16,636 (-100%)
Value$0 (-$725.5K)
Filed 2026-11-02
Altus Wealth Group LLC
CLOSED
Shares0 from 13,751
Change-13,751 (-100%)
Value$0 (-$599.7K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 7,954
Change-7,954 (-100%)
Value$0 (-$346.9K)
Filed 2026-10-22
Private Client Services, LLC
CLOSED
Shares0 from 6,316
Change-6,316 (-100%)
Value$0 (-$275.4K)
Filed 2026-10-02
RDA Financial Network
CLOSED
Shares0 from 5,842
Change-5,842 (-100%)
Value$0 (-$254.8K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 5,672
Change-5,672 (-100%)
Value$0 (-$247.4K)
Filed 2026-10-29
Worth Financial Advisory Group, LLC
CLOSED
Shares0 from 4,765
Change-4,765 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
CLOSED
Shares0 from 4,586
Change-4,586 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-27
Nfsg Corp
CLOSED
Shares0 from 3,813
Change-3,813 (-100%)
Value$0 (-$166.3K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$87.2K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$39.2K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 9,271,481
Change-9,271,481 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,240,550
Change-7,240,550 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,756,148
Change-4,756,148 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,317,649
Change-2,317,649 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,169,904
Change-2,169,904 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,710,220
Change-1,710,220 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,607,387
Change-1,607,387 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,531,195
Change-1,531,195 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,519,654
Change-1,519,654 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,073,904
Change-1,073,904 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 943,810
Change-943,810 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 940,552
Change-940,552 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 887,302
Change-887,302 (-100%)
Value—
&partners
N/A
Shares— from 819,967
Change-819,967 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 807,975
Change-807,975 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 723,246
Change-723,246 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 602,672
Change-602,672 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 514,423
Change-514,423 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500,399
Change-500,399 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 485,591
Change-485,591 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 421,122
Change-421,122 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 410,941
Change-410,941 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 278,944
Change-278,944 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 276,076
Change-276,076 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 264,896
Change-264,896 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 257,271
Change-257,271 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 224,844
Change-224,844 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 224,104
Change-224,104 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 223,997
Change-223,997 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 216,753
Change-216,753 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 201,339
Change-201,339 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 187,558
Change-187,558 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 179,003
Change-179,003 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 176,885
Change-176,885 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 171,321
Change-171,321 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 131,498
Change-131,498 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 128,531
Change-128,531 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 116,949
Change-116,949 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 116,154
Change-116,154 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 113,161
Change-113,161 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 112,766
Change-112,766 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 111,362
Change-111,362 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 106,045
Change-106,045 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 92,775
Change-92,775 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 90,997
Change-90,997 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 85,391
Change-85,391 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 79,764
Change-79,764 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 76,889
Change-76,889 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 76,868
Change-76,868 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 76,856
Change-76,856 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 75,387
Change-75,387 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 68,556
Change-68,556 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 62,412
Change-62,412 (-100%)
Value—
Betterment LLC
N/A
Shares— from 60,929
Change-60,929 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 59,492
Change-59,492 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 55,625
Change-55,625 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 54,585
Change-54,585 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 52,982
Change-52,982 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 51,870
Change-51,870 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 50,926
Change-50,926 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 44,315
Change-44,315 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 42,567
Change-42,567 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 38,745
Change-38,745 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 35,407
Change-35,407 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 35,194
Change-35,194 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,933
Change-31,933 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 31,888
Change-31,888 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 31,119
Change-31,119 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 30,467
Change-30,467 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 29,842
Change-29,842 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 29,540
Change-29,540 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 27,072
Change-27,072 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 26,262
Change-26,262 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 24,259
Change-24,259 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 23,454
Change-23,454 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 23,332
Change-23,332 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23,076
Change-23,076 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 22,977
Change-22,977 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 22,129
Change-22,129 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 21,882
Change-21,882 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 21,825
Change-21,825 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 21,447
Change-21,447 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 20,655
Change-20,655 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 17,057
Change-17,057 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 15,204
Change-15,204 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 15,144
Change-15,144 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,621
Change-13,621 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,073
Change-10,073 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
EQ LLC
N/A
Shares— from 9,276
Change-9,276 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,714
Change-8,714 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 666
Change-666 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 444
Change-444 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 284
Change-284 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 219
Change-219 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 167
Change-167 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 104
Change-104 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 86
Change-86 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 44
Change-44 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 11
Change-11 (-100%)
Value—
FMR LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Truist Financial Corp
INCREASED1,312,5791,236,235+76,344+6%$54.1M$56.2M+$2.1M2026-10-30
One Way Holdings LLC
INCREASED879,142783,681+95,461+12%$34.2M$36.3M+$2.1M2026-10-29
Park National Corp
INCREASED739,505630,782+108,723+17%$27.5M$30.5M+$3.0M2026-10-05
Great Lakes Retirement, Inc.
INCREASED676,315654,829+21,486+3%$28.6M$27.9M-$645.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED639,460673,508-34,048-5%$29.4M$26.4M-$3.0M2026-11-02
Thrivent Financial for Lutherans
DECREASED589,029609,036-20,007-3%$26.6M$24.3M-$2.2M2026-11-05
TCP Asset Management, LLC
INCREASED483,288469,114+14,174+3%$20.5M$19.9M-$512.7K2026-10-14
Prospera Financial Services Inc
DECREASED437,228526,865-89,637-17%$23.0M$18.4M-$4.6M2026-11-04
Commonwealth Equity Services, LLC
DECREASED402,503416,157-13,654-3%$18.1M$16.6M-$1.5M2026-11-02
Vise Technologies, Inc.
INCREASED332,155174,742+157,413+90%$7.6M$13.7M+$6.1M2026-10-29
LexAurum Advisors, LLC
INCREASED264,851243,516+21,335+9%$10.6M$10.9M+$310.6K2026-10-19
Triumph Capital Management
INCREASED231,254228,135+3,119+1%$9.9M$9.5M-$405.1K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED229,54223,076+206,466+895%$1.0M$9.5M+$8.5M2026-11-05
Landmark Wealth Management, LLC
INCREASED208,872202,601+6,271+3%$8.8M$8.6M-$215.3K2026-11-03
CoreCap Advisors, LLC
INCREASED198,246155,430+42,816+28%$6.8M$8.2M+$1.4M2026-10-08
MGO One Seven LLC
INCREASED192,709184,718+7,991+4%$8.1M$8.0M-$102.4K2026-10-28
IFP Advisors, Inc
DECREASED163,073169,238-6,165-4%$7.4M$6.7M-$650.4K2026-10-16
ERn Financial, LLC
INCREASED144,918143,214+1,704+1%$6.2M$6.0M-$264.8K2026-10-28
Kestra Advisory Services, LLC
DECREASED144,877146,459-1,582-1%$6.4M$6.0M-$408.0K2026-11-02
Retirement Planning Group, LLC
INCREASED128,931114,822+14,109+12%$5.0M$5.3M+$313.6K2026-10-19
Axxcess Wealth Management, LLC
DECREASED123,380236,958-113,578-48%$10.3M$5.1M-$5.2M2026-10-21
Family Capital Management, Inc.
INCREASED112,280110,383+1,897+2%$4.8M$4.6M-$180.0K2026-11-03
Randall & Associates Wealth Management
DECREASED110,395120,096-9,701-8%$5.2M$4.6M-$681.4K2026-10-20
Keystone Wealth Services, LLC
INCREASED108,623108,343+280+0%$4.7M$4.5M-$231.9K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED107,847113,881-6,034-5%$5.0M$4.5M-$515.5K2026-11-03
Westside Investment Management, Inc.
INCREASED91,02383,950+7,073+8%$3.7M$3.8M+$95.5K2026-11-02
Capital Planning LLC
INCREASED90,22889,683+545+1%$3.9M$3.7M-$187.4K2026-10-09
Assetmark, Inc
DECREASED89,754119,121-29,367-25%$5.2M$3.7M-$1.5M2026-10-21
Core Wealth Partners LLC
DECREASED84,28784,881-594-1%$3.7M$3.5M-$223.2K2026-11-02
Oppenheimer & Co Inc
INCREASED80,46778,368+2,099+3%$3.4M$3.3M-$96.8K2026-10-26
HBW Advisory Services LLC
INCREASED74,97573,931+1,044+1%$3.2M$3.1M-$129.9K2026-10-15
Intrua Financial, LLC
INCREASED73,93648,325+25,611+53%$2.1M$3.1M+$943.9K2026-10-28
RFG Advisory, LLC
DECREASED70,995115,714-44,719-39%$5.0M$2.9M-$2.1M2026-11-03
Fagan Associates, Inc.
DECREASED69,49172,531-3,040-4%$3.2M$2.9M-$295.2K2026-10-13
Atria Investments, Inc
DECREASED68,17474,298-6,124-8%$3.2M$2.8M-$426.6K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED67,38468,686-1,302-2%$3.0M$2.8M-$214.5K2026-10-13
Independent Financial Group, LLC
INCREASED64,22163,124+1,097+2%$2.8M$2.7M-$102.4K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED63,88960,450+3,439+6%$2.6M$2.6M+$4662026-10-16
Nations Financial Group Inc,
INCREASED59,02354,847+4,176+8%$2.4M$2.4M+$44.0K2026-11-05
Cannon Financial Strategists, Inc.
DECREASED54,23472,459-18,225-25%$3.2M$2.2M-$921.7K2026-10-19
Farther Finance Advisors, LLC
DECREASED52,48856,618-4,130-7%$2.5M$2.2M-$302.9K2026-10-08
Bank of New York Mellon Corp
DECREASED51,16476,137-24,973-33%$3.3M$2.1M-$1.2M2026-11-05
D.A. Davidson & Co.
INCREASED49,86547,129+2,736+6%$2.1M$2.1M+$2.6K2026-10-28
Larson Financial Group LLC
DECREASED43,91762,598-18,681-30%$2.7M$1.8M-$917.4K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED42,37527,229+15,146+56%$1.2M$1.8M+$576.6K2026-10-13
First Financial Group Corp
DECREASED42,32644,846-2,520-6%$2.0M$1.7M-$208.9K2026-10-22
Fifth Third Bancorp
DECREASED40,28955,635-15,346-28%$2.4M$1.7M-$763.5K2026-11-05
Creative Planning
DECREASED35,56038,055-2,495-7%$1.7M$1.5M-$192.0K2026-11-02
HCR Wealth Advisors
DECREASED34,81137,095-2,284-6%$1.6M$1.4M-$181.1K2026-10-15
Park Avenue Securities LLC
DECREASED34,45845,634-11,176-24%$2.0M$1.4M-$568.0K2026-10-26
Howard Financial Services, Ltd.
DECREASED34,32554,308-19,983-37%$2.4M$1.4M-$951.8K2026-10-15
Columbia Advisory Partners LLC
DECREASED33,43735,497-2,060-6%$1.5M$1.4M-$168.1K2026-10-15
QTR Family Wealth, LLC
DECREASED27,90030,893-2,993-10%$1.3M$1.2M-$195.8K2026-11-02
Global View Capital Management LLC
DECREASED27,29339,050-11,757-30%$1.7M$1.1M-$576.6K2026-10-28
Maia Wealth LLC
DECREASED26,96631,206-4,240-14%$1.4M$1.1M-$248.0K2026-10-19
Chiron Capital Management, LLC
DECREASED24,37025,317-947-4%$1.1M$1.0M-$98.3K2026-10-15
Inspirion Wealth Advisors, LLC
DECREASED22,62623,672-1,046-4%$1.0M$933.8K-$96.4K2026-10-09
Winthrop Advisory Group LLC
INCREASED22,16116,354+5,807+36%$713.2K$914.6K+$201.4K2026-10-22
Commonwealth Financial Services, LLC
DECREASED21,569153,627-132,058-86%$6.7M$890.1K-$5.8M2026-10-20
KG Capital Management
INCREASED20,07116,264+3,807+23%$709.3K$828.3K+$119.1K2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
INCREASED19,59818,721+877+5%$816.4K$808.8K-$7.6K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED19,54818,757+791+4%$818.0K$806.8K-$11.3K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED19,44618,394+1,052+6%$802.2K$802.5K+$3442026-10-30
Dynamic Advisor Solutions LLC
INCREASED19,14017,044+2,096+12%$743.3K$789.9K+$46.6K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED19,07319,07300%$831.8K$787.1K-$44.6K2026-10-21
Iams Wealth Management, LLC
DECREASED18,782115,002-96,220-84%$5.0M$775.2K-$4.2M2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED18,75219,413-661-3%$846.6K$773.9K-$72.7K2026-11-02
CLG LLC
DECREASED18,58519,669-1,084-6%$857.8K$767.0K-$90.8K2026-10-13
Novem Group
INCREASED16,81713,403+3,414+25%$584.5K$694.1K+$109.5K2026-10-19
Acorn Wealth Advisors, LLC
DECREASED16,67817,224-546-3%$751.1K$688.3K-$62.8K2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW15,888—+15,888——$657.7K—2026-10-27
Rossby Financial, LCC
INCREASED15,74314,954+789+5%$652.1K$649.7K-$2.4K2026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED15,68815,68800%$684.2K$647.4K-$36.7K2026-11-03
Spire Wealth Management
INCREASED15,60013,513+2,087+15%$589.3K$643.8K+$54.5K2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED14,98817,545-2,557-15%$765.1K$618.5K-$146.6K2026-10-16
PFG Advisors
DECREASED14,84016,848-2,008-12%$734.7K$612.5K-$122.3K2026-10-16
Founders Financial Securities LLC
INCREASED14,37014,219+151+1%$620.1K$593.0K-$27.1K2026-10-28
Citigroup Inc
INCREASED14,14112,908+1,233+10%$562.9K$583.6K+$20.7K2026-11-04
BAM Wealth Management, LLC
DECREASED13,18020,931-7,751-37%$912.8K$543.9K-$368.9K2026-10-15
Cottonwood Capital Advisors, LLC
INCREASED13,08112,856+225+2%$560.7K$539.9K-$20.8K2026-10-20
National Wealth Management Group, LLC
DECREASED12,90739,446-26,539-67%$1.7M$532.7K-$1.2M2026-10-26
Richmond Investment Services, LLC
INCREASED12,25712,205+52+0%$532.2K$505.8K-$26.4K2026-10-29
GSG Advisors LLC
INCREASED12,22112,187+34+0%$531.5K$504.4K-$27.1K2026-11-03
United Advisor Group, LLC
DECREASED12,08712,795-708-6%$558.0K$498.9K-$59.1K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED11,99712,156-159-1%$530.1K$495.1K-$35.0K2026-11-04
First Premier Bank
DECREASED11,79513,795-2,000-14%$601$486.0K+$485.4K2026-10-13
Allen Capital Group, LLC
DECREASED11,39111,624-233-2%$506.9K$470.1K-$36.8K2026-10-27
Apollon Wealth Management, LLC
INCREASED10,8209,527+1,293+14%$415.5K$446.6K+$31.1K2026-10-23
Perigon Wealth Management, LLC
DECREASED10,80516,072-5,267-33%$700.9K$445.9K-$255.0K2026-10-22
Cambridge Advisors Inc.
DECREASED10,78221,755-10,973-50%$948.7K$445.0K-$503.8K2026-10-19
Sound Income Strategies, LLC
DECREASED10,71211,391-679-6%$496.8K$444.1K-$52.6K2026-10-09
Crusonia Wealth Advisors LLC
INCREASED10,66810,633+35+0%$463.7K$440.3K-$23.4K2026-10-26
Davenport & Co LLC
DECREASED10,37211,254-882-8%$490.8K$428.1K-$62.7K2026-10-14
Clear Creek Financial Management, LLC
DECREASED10,31410,342-280%$451.0K$425.7K-$25.4K2026-10-28
StoneX Group Inc.
DECREASED10,30511,787-1,482-13%$513.9K$425.3K-$88.6K2026-11-03
ROI Financial Advisors, LLC
INCREASED9,9768,069+1,907+24%$351.9K$411.7K+$59.8K2026-10-19
Lanark Financial, Inc.
DECREASED9,69010,223-533-5%$445.9K$399.9K-$45.9K2026-10-26
Asset Allocation Strategies LLC
INCREASED9,6188,867+751+8%$386.7K$396.9K+$10.3K2026-10-20
Quadcap Wealth Management, LLC
UNCHANGED9,4839,48300%$413.6K$391.4K-$22.2K2026-11-02
Lighthouse Wealth Management Inc.
DECREASED8,6268,772-146-2%$382.6K$356.0K-$26.6K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED8,5446,851+1,693+25%$298.8K$352.6K+$53.8K2026-11-05
Focus Financial Network, Inc.
DECREASED8,5219,276-755-8%$404.5K$351.7K-$52.9K2026-10-14
Beacon Financial Group
DECREASED8,49915,708-7,209-46%$685.0K$350.7K-$334.3K2026-10-19
Signature Equity Partners, LLC
INCREASED8,294383+7,911+2066%$16.7K$342.3K+$325.6K2026-10-29
Holos Integrated Wealth LLC
DECREASED7,8248,510-686-8%$369.4K$325.8K-$43.6K2026-10-23
Tcfg Investment Advisors, LLC
DECREASED7,5268,641-1,115-13%$376.9K$310.6K-$66.2K2026-10-20
Sherrill & Hutchins Financial Advisory, Inc
INCREASED7,5267,438+88+1%$324.4K$310.6K-$13.8K2026-10-14
Triad Wealth Partners, LLC
INCREASED7,3486,348+1,000+16%$272.5K$303.3K+$30.8K2026-10-26
International Assets Investment Management, LLC
INCREASED7,3116,311+1,000+16%$274.7K$302.2K+$27.5K2026-11-02
Able Financial Group, LLC
INCREASED7,1246,667+457+7%$290.7K$294.0K+$3.3K2026-10-14
Cooper Financial Group
INCREASED7,0136,938+75+1%$302.6K$289.4K-$13.2K2026-10-07
Creative Financial Designs Inc
DECREASED6,88521,229-14,344-68%$925.8K$284.2K-$641.6K2026-11-04
USAdvisors Wealth Management, LLC
DECREASED6,82210,301-3,479-34%$449.0K$281.0K-$168.0K2026-10-21
Asset One Wealth Management LLC
DECREASED6,4819,974-3,493-35%$432.6K$267.5K-$165.1K2026-11-02
Sigma Planning Corp
INCREASED6,4046,288+116+2%$274.2K$264.3K-$10.0K2026-10-23
XML Financial, LLC
NEW6,218—+6,218——$256.6K—2026-10-29
EdgeRock Capital LLC
INCREASED6,1956,192+3+0%$270.0K$255.7K-$14.4K2026-11-03
Integrity Alliance, Llc.
NEW6,156—+6,156——$254.1K—2026-10-29
First Heartland Consultants, Inc.
DECREASED6,0897,072-983-14%$308.4K$251.3K-$57.1K2026-10-08
Wedbush Securities Inc
INCREASED5,8635,067+796+16%$221.0K$242.0K+$21.0K2026-10-22
Quad-Cities Investment Group, LLC
INCREASED5,7415,708+33+1%$248.9K$236.9K-$12.0K2026-10-16
TrueWealth Advisors, LLC
DECREASED5,5896,344-755-12%$276.7K$230.7K-$46.0K2026-10-09
Beacon Financial Advisory LLC
DECREASED5,5325,632-100-2%$245.6K$228.3K-$17.3K2026-10-16
Magnus Financial Group LLC
INCREASED5,4284,779+649+14%$208.4K$224.0K+$15.6K2026-10-21
Andina Capital Management, LLC
UNCHANGED5,2995,29900%$231.1K$218.7K-$12.4K2026-10-21
Old Port Advisors
DECREASED5,1815,451-270-5%$237.7K$213.8K-$23.9K2026-10-23
Integrated Advisors Network LLC
DECREASED5,1175,759-642-11%$251.1K$211.2K-$39.9K2026-10-20
Brookstone Capital Management
UNCHANGED5,0115,01100%$218.5K$206.8K-$11.7K2026-10-22
American Institute for Advanced Investment Management, LLP
DECREASED4,9006,550-1,650-25%$285.6K$202.2K-$83.4K2026-11-03
Private Trust Co NA
DECREASED4,1957,045-2,850-40%$307.2K$173.1K-$134.1K2026-10-20
Parallel Advisors, LLC
DECREASED3,7275,227-1,500-29%$227.9K$153.8K-$74.1K2026-11-03
Cullen T Bankers, Inc.
INCREASED3,4722,129+1,343+63%$92.8K$143.3K+$50.5K2026-10-28
US Bancorp \de\
INCREASED3,4592,310+1,149+50%$100.7K$142.8K+$42.0K2026-11-05
Biltmore Family Office, LLC
UNCHANGED3,0753,07500%$134.1K$126.9K-$7.2K2026-11-03
SBI Securities Co., Ltd.
UNCHANGED3,0023,00200%$130.9K$123.9K-$7.0K2026-10-22
Golden State Wealth Management, LLC
INCREASED2,9962,969+27+1%$129.5K$123.6K-$5.9K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED2,4843,387-903-27%$147.7K$102.5K-$45.2K2026-11-04
Compass Financial Management LLC
DECREASED1,6844,104-2,420-59%$178.7K$69.5K-$109.2K2026-10-30
First Pacific Financial
INCREASED1,4261,409+17+1%$61.5K$58.8K-$2.6K2026-10-14
GK Wealth Management LLC
NEW1,415—+1,415——$58.4K—2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED1,3721,080+292+27%$47.1K$56.6K+$9.5K2026-11-02
Wagner Wealth Management, LLC
DECREASED778898-120-13%$39.2K$32.1K-$7.1K2026-10-21
Avion Wealth
UNCHANGED70070000%$30$28-$22026-11-04
Raleigh Capital Management Inc.
DECREASED6011,347-746-55%$58.7K$24.8K-$33.9K2026-10-28
Buck Wealth Strategies, LLC
INCREASED590586+4+1%$25.6K$24.3K-$1.2K2026-10-28
Wolff Wiese Magana LLC
UNCHANGED42542500%$18.5K$17.5K-$9952026-10-15
Ascentis Independent Advisors
UNCHANGED41841800%$18.2K$17.2K-$9782026-11-03
Key Capital Management, Inc
UNCHANGED40940900%$17.8K$16.9K-$9572026-11-03
Blue Trust, Inc.
INCREASED34146+295+641%$2.0K$14.1K+$12.1K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED277179+98+55%$7.8K$11.4K+$3.6K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED22522500%$10$9-$12026-11-04
American National Bank & Trust
UNCHANGED19819800%$8.6K$8.2K-$4632026-10-07
Pinnacle Wealth Planning Services, Inc.
NEW184—+184——$7.6K—2026-10-27
Lloyd Advisory Services, Llc.
INCREASED182181+1+1%$7.9K$7.5K-$3792026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED12712700%$5.5K$5.2K-$2972026-10-23
IMG Wealth Management, Inc.
UNCHANGED737300%$3.2K$3.0K-$1712026-10-27
Root Financial Partners, LLC
NEW57—+57——$2.4K—2026-10-21
CX Institutional
NEW34—+34——$1—2026-10-02
Hilltop National Bank
UNCHANGED242400%$1.0K$990-$572026-10-14
Elevated Capital Advisors, LLC
UNCHANGED242400%$1.0K$990-$572026-11-04
Spurstone Advisory Services, LLC
UNCHANGED121200%$522$496-$262026-11-02
Dominguez Wealth Management Solutions, Inc.
CLOSED0343,382-343,382-100%$15.0M$0-$15.0M2026-10-07
Providence First Trust Co
CLOSED016,636-16,636-100%$725.5K$0-$725.5K2026-11-02
Altus Wealth Group LLC
CLOSED013,751-13,751-100%$599.7K$0-$599.7K2026-10-20
Farmers & Merchants Trust Co of Long Beach
CLOSED07,954-7,954-100%$346.9K$0-$346.9K2026-10-22
Private Client Services, LLC
CLOSED06,316-6,316-100%$275.4K$0-$275.4K2026-10-02
RDA Financial Network
CLOSED05,842-5,842-100%$254.8K$0-$254.8K2026-10-15
Tucker Asset Management LLC
CLOSED05,672-5,672-100%$247.4K$0-$247.4K2026-10-29
Worth Financial Advisory Group, LLC
CLOSED04,765-4,765-100%$207.8K$0-$207.8K2026-10-19
Vaquero Private Wealth, LTD
CLOSED04,586-4,586-100%$200.0K$0-$200.0K2026-10-27
Nfsg Corp
CLOSED03,813-3,813-100%$166.3K$0-$166.3K2026-10-15
LFA - Lugano Financial Advisors SA
CLOSED02,000-2,000-100%$87.2K$0-$87.2K2026-11-03
Gill Capital Partners, LLC
CLOSED0900-900-100%$39.2K$0-$39.2K2026-10-13
Robinswood Financial LLC
CLOSED0495-495-100%$21.6K$0-$21.6K2026-10-20
AdvisorNet Financial, Inc
CLOSED0420-420-100%$18.3K$0-$18.3K2026-10-15
Morgan Stanley
N/A—9,271,481-9,271,481-100%$404.3M———
LPL Financial LLC
N/A—7,240,550-7,240,550-100%$315.8M———
Wells Fargo & Company
N/A—4,756,148-4,756,148-100%$207.4M———
Envestnet Asset Management Inc
N/A—2,317,649-2,317,649-100%$101.1M———
Raymond James Financial Inc
N/A—2,169,904-2,169,904-100%$94.6M———
Ameriprise Financial Inc
N/A—1,710,220-1,710,220-100%$74.6M———
HighTower Advisors, LLC
N/A—1,607,387-1,607,387-100%$70.1M———
UBS Group AG
N/A—1,531,195-1,531,195-100%$66.8M———
Royal Bank of Canada
N/A—1,519,654-1,519,654-100%$66.3M———
NewEdge Advisors, LLC
N/A—1,073,904-1,073,904-100%$46.8M———
Bank of America Corp
N/A—943,810-943,810-100%$41.2M———
Cetera Investment Advisers
N/A—940,552-940,552-100%$41.0M———
Geneos Wealth Management Inc.
N/A—887,302-887,302-100%$38.7M———
&partners
N/A—819,967-819,967-100%$35.4M———
Osaic Holdings, Inc.
N/A—807,975-807,975-100%$35.2M———
Arax Advisory Partners
N/A—723,246-723,246-100%$31.5M———
Baird Financial Group, Inc.
N/A—602,672-602,672-100%$26.3M———
Stifel Financial Corp
N/A—514,423-514,423-100%$22.4M———
Steward Partners Investment Advisory, LLC
N/A—500,399-500,399-100%$21.8M———
Citadel Advisors LLC
N/A—485,591-485,591-100%$21.2M———
Per Stirling Capital Management, Llc.
N/A—421,122-421,122-100%$18.4M———
LeClair Wealth Partners LLC
N/A—410,941-410,941-100%$17.9M———
Coppell Advisory Solutions LLC
N/A—278,944-278,944-100%$40.9K———
MML Investors Services, LLC
N/A—276,076-276,076-100%$12.0M———
Rockefeller Capital Management L.P.
N/A—264,896-264,896-100%$11.6M———
First Trust Advisors LP
N/A—257,271-257,271-100%$11.2M———
Northwestern Mutual Wealth Management Co
N/A—224,844-224,844-100%$9.8M———
Janney Montgomery Scott LLC
N/A—224,104-224,104-100%$9.8M———
Susquehanna International Group, LLP
N/A—223,997-223,997-100%$9.8M———
Benjamin Edwards Inc
N/A—216,753-216,753-100%$9.5M———
Integrated Wealth Concepts LLC
N/A—201,339-201,339-100%$8.8M———
Twin Peaks Wealth Advisors, LLC
N/A—187,558-187,558-100%$8.2M———
Sanctuary Advisors, LLC
N/A—179,003-179,003-100%$7.8M———
Jane Street Group, LLC
N/A—176,885-176,885-100%$7.7M———
Mariner, LLC
N/A—171,321-171,321-100%$7.5M———
Pine Valley Investments Ltd Liability Co
N/A—131,498-131,498-100%$5.7M———
JPMorgan Chase & Co
N/A—128,531-128,531-100%$5.6M———
Stratos Wealth Partners, Ltd.
N/A—116,949-116,949-100%$5.1M———
Kingsview Wealth Management, LLC
N/A—116,154-116,154-100%$5.1M———
Capital Financial Group Inc\co\
N/A—113,161-113,161-100%$4.9M———
Darwin Wealth Management, LLC
N/A—112,766-112,766-100%$4.9M———
Mutual Advisors, LLC
N/A—111,362-111,362-100%$4.9M———
AE Wealth Management LLC
N/A—106,045-106,045-100%$4.6M———
Bcgm Wealth Management, LLC
N/A—92,775-92,775-100%$4.0M———
CreativeOne Wealth, LLC
N/A—90,997-90,997-100%$4.0M———
World Investment Advisors
N/A—85,391-85,391-100%$3.7M———
Equitable Holdings, Inc.
N/A—79,764-79,764-100%$3.5M———
Harbour Investments, Inc.
N/A—76,889-76,889-100%$3.4M———
FSB Premier Wealth Management, Inc.
N/A—76,868-76,868-100%$3.4M———
Ameritas Advisory Services, LLC
N/A—76,856-76,856-100%$3.4M———
CFO4Life Group, LLC
N/A—75,387-75,387-100%$3.3M———
Kovack Advisors, Inc.
N/A—68,556-68,556-100%$3.0M———
Orion Porfolio Solutions, LLC
N/A—62,412-62,412-100%$2.7M———
Betterment LLC
N/A—60,929-60,929-100%$2.7M———
Harvest Investment Services, LLC
N/A—59,492-59,492-100%$2.6M———
LaSalle St. Investment Advisors, LLC
N/A—55,625-55,625-100%$2.4M———
Private Advisor Group, LLC
N/A—54,585-54,585-100%$2.4M———
NewSquare Capital LLC
N/A—52,982-52,982-100%$2.3M———
Keating Financial Advisory Services, Inc.
N/A—51,870-51,870-100%$2.3M———
Gateway Wealth Partners, LLC
N/A—50,926-50,926-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—44,315-44,315-100%$1.9M———
Centaurus Financial, Inc.
N/A—42,567-42,567-100%$1.9M———
IFG Advisory, LLC
N/A—38,745-38,745-100%$1.7M———
American Financial Advisors, LLC
N/A—35,407-35,407-100%$1.5M———
Pinnacle Family Advisors, LLC
N/A—35,194-35,194-100%$1.5M———
Snowden Capital Advisors LLC
N/A—31,933-31,933-100%$1.4M———
Drake & Associates, LLC
N/A—31,888-31,888-100%$1.4M———
Western Wealth Management, LLC
N/A—31,119-31,119-100%$1.4M———
Condor Capital Management
N/A—30,467-30,467-100%$1.3M———
Advance Capital Management, Inc.
N/A—29,842-29,842-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—29,540-29,540-100%$1.3M———
WCG Wealth Advisors LLC
N/A—27,072-27,072-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—26,262-26,262-100%$1.1M———
Sun Financial Inc
N/A—24,259-24,259-100%$1.0M———
West Michigan Advisors, LLC
N/A—23,454-23,454-100%$1.0M———
IHT Wealth Management, LLC
N/A—23,332-23,332-100%$1.0M———
Vestmark Advisory Solutions, Inc.
N/A—23,076-23,076-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—22,977-22,977-100%$1.0M———
Envestnet Portfolio Solutions, Inc.
N/A—22,129-22,129-100%$965.0K———
Laraway Financial Advisors Inc
N/A—21,882-21,882-100%$954.3K———
IFS Group,LLC
N/A—21,825-21,825-100%$951.8K———
Sequent Planning LLC
N/A—21,447-21,447-100%$935.3K———
Merit Financial Group, LLC
N/A—21,099-21,099-100%$920.1K———
Quadrature Capital Ltd
N/A—20,655-20,655-100%$900.8K———
Advisory Alpha, LLC
N/A—17,057-17,057-100%$743.9K———
Bank of Montreal
N/A—15,204-15,204-100%$663.0K———
Goldman Sachs Group Inc
N/A—15,195-15,195-100%$662.7K———
Mach-1 Financial Group, LLC
N/A—15,144-15,144-100%$660.4K———
NewEdge Wealth, LLC
N/A—13,621-13,621-100%$594.0K———
Renaissance Technologies LLC
N/A—11,800-11,800-100%$514.6K———
UBS Asset Management Americas LLC
N/A—10,971-10,971-100%$478.4K———
Advisory Services Network, LLC
N/A—10,523-10,523-100%$458.9K———
Composition Wealth, LLC
N/A—10,266-10,266-100%$447.7K———
Principal Securities, Inc.
N/A—10,073-10,073-100%$439.3K———
Savvy Advisors, Inc.
N/A—9,555-9,555-100%$416.7K———
EQ LLC
N/A—9,276-9,276-100%$404.5K———
Bellevue Asset Management, LLC
N/A—8,939-8,939-100%$389.9K———
OneAscent Financial Services LLC
N/A—8,714-8,714-100%$380.0K———
Summit Financial, LLC
N/A—8,369-8,369-100%$365.0K———
Silver OAK Securities, Incorporated
N/A—8,213-8,213-100%$358.2K———
Seascape Capital Management
N/A—8,187-8,187-100%$357.0K———
Regal Investment Advisors LLC
N/A—7,557-7,557-100%$329.6K———
Arkadios Wealth Advisors
N/A—7,288-7,288-100%$317.8K———
Ausdal Financial Partners, Inc.
N/A—6,982-6,982-100%$304.5K———
GeoWealth Management, LLC
N/A—6,471-6,471-100%$282.2K———
Goldstone Financial Group, LLC
N/A—6,169-6,169-100%$269.0K———
Leigh Baldwin & Co., LLC
N/A—5,771-5,771-100%$251.7K———
Cloud Capital Management, LLC
N/A—5,696-5,696-100%$248.0K———
Medallion Wealth Advisors, LLC
N/A—5,659-5,659-100%$247.2K———
Alpha Financial Advisors, LLC
N/A—5,444-5,444-100%$237.4K———
Waverly Advisors, LLC
N/A—5,420-5,420-100%$236.4K———
Summit Wealth Partners, LLC
N/A—5,149-5,149-100%$224.6K———
TD Capital Management LLC
N/A—5,081-5,081-100%$221.6K———
Cerity Partners LLC
N/A—5,035-5,035-100%$219.6K———
Allworth Financial LP
N/A—4,805-4,805-100%$209.6K———
Qube Research & Technologies Ltd
N/A—4,547-4,547-100%$198.3K———
EP Wealth Advisors, LLC
N/A—4,480-4,480-100%$195.4K———
Fiduciary Financial Advisors
N/A—4,243-4,243-100%$185.0K———
Ankerstar Wealth, LLC
N/A—4,000-4,000-100%$174.4K———
Synergy Investment Management, LLC
N/A—3,715-3,715-100%$162.0K———
Global Retirement Partners, LLC
N/A—3,220-3,220-100%$140.4K———
Bogart Wealth, LLC
N/A—2,590-2,590-100%$113.0K———
Evelyn Partners Group Ltd
N/A—1,554-1,554-100%$67.8K———
NI Acquisitions Company, LLC
N/A—1,505-1,505-100%$207.0K———
Richard W. Paul & Associates, LLC
N/A—1,004-1,004-100%$43.8K———
Aptus Capital Advisors, LLC
N/A—717-717-100%$31.3K———
Integrity Financial Corp
N/A—666-666-100%$29.0K———
Transamerica Financial Advisors, LLC
N/A—596-596-100%$26.0K———
Whittier Trust Co of Nevada Inc
N/A—444-444-100%$19.3K———
Marshall Investment Management, LLC
N/A—404-404-100%$17.6K———
Smartleaf Asset Management LLC
N/A—313-313-100%$13.7K———
PNC Financial Services Group, Inc.
N/A—284-284-100%$12.4K———
Tidemark, LLC
N/A—239-239-100%$10.4K———
Jones Financial Companies Lllp
N/A—219-219-100%$9.6K———
Tanglewood Legacy Advisors, LLC
N/A—210-210-100%$9.2K———
Founders Financial Alliance, LLC
N/A—186-186-100%$8.1K———
SHP Wealth Management
N/A—167-167-100%$7.3K———
Glen Eagle Advisors, LLC
N/A—156-156-100%$6.8K———
Ameriflex Group, Inc.
N/A—145-145-100%$6.3K———
Mpwm Advisory Solutions, LLC
N/A—139-139-100%$6.1K———
Hantz Financial Services, Inc.
N/A—104-104-100%$5———
Huntington National Bank
N/A—86-86-100%$3.8K———
Dunhill Financial, LLC
N/A—47-47-100%$2.0K———
Tower Research Capital LLC (TRC)
N/A—44-44-100%$1.9K———
BFC Planning, Inc.
N/A—35-35-100%$1.5K———
Bernard Wealth Management Corp.
N/A—33-33-100%$1.4K———
Horizon Investments, LLC
N/A—22-22-100%$956———
Strive Financial Group,LLC
N/A—18-18-100%$785———
Strategic Wealth Partners, Ltd.
N/A—13-13-100%$567———
Colonial Trust Advisors
N/A—11-11-100%$480———
FMR LLC
N/A—2-2-100%$87———
Showing 326 of 326 institutions