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First Trust Smith Unconstrai (UCON)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares2,194,925 from 2,093,617
Change+101,308 (+5%)
Value$52.1M (+$29.3K)
Filed 2026-10-30
Trilogy Capital Inc.
INCREASED
Shares1,671,726 from 1,572,195
Change+99,531 (+6%)
Value$39.7M (+$578.9K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares1,603,859 from 1,528,668
Change+75,191 (+5%)
Value$38.1M (+$50.4K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares1,538,154 from 1,129,539
Change+408,615 (+36%)
Value$36.5M (+$8.4M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,043,003 from 1,081,262
Change-38,259 (-4%)
Value$24.8M (-$2.1M)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares934,030 from 872,866
Change+61,164 (+7%)
Value$22.2M (+$461.6K)
Filed 2026-10-16
Arch Global Advisors, LLC
INCREASED
Shares871,934 from 783,525
Change+88,409 (+11%)
Value$20.7M (+$1.2M)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares861,740 from 842,625
Change+19,115 (+2%)
Value$20.5M (-$502.5K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares838,048 from 801,883
Change+36,165 (+5%)
Value$19.9M (-$51.4K)
Filed 2026-10-30
Wagner Wealth Management, LLC
DECREASED
Shares837,809 from 859,217
Change-21,408 (-2%)
Value$19.9M (-$1.5M)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares830,800 from 816,396
Change+14,404 (+2%)
Value$19.7M (-$584.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares821,428 from 833,938
Change-12,510 (-1%)
Value$19.5M (-$1.2M)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares748,818 from 756,295
Change-7,477 (-1%)
Value$17.8M (-$1.0M)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED
Shares650,755 from 806,300
Change-155,545 (-19%)
Value$15.5M (-$4.6M)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares646,312 from 577,736
Change+68,576 (+12%)
Value$15.3M (+$972.6K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares564,161 from 522,596
Change+41,565 (+8%)
Value$13.5M (+$680.3K)
Filed 2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED
Shares532,131 from 536,383
Change-4,252 (-1%)
Value$12.6M (-$709.8K)
Filed 2026-10-27
Nearside Advisors, LLC
NEW
Shares460,071
Change+460,071
Value$10.9M
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares454,268 from 487,466
Change-33,198 (-7%)
Value$10.8M (-$1.3M)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares441,552 from 435,847
Change+5,705 (+1%)
Value$10.5M (-$359.2K)
Filed 2026-10-14
Fairway Financial, LLC
INCREASED
Shares414,586 from 153,163
Change+261,423 (+171%)
Value$9.8M (+$6.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares383,022 from 171,690
Change+211,332 (+123%)
Value$9.2M (+$4.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares383,022 from 171,690
Change+211,332 (+123%)
Value$9.2M (+$4.9M)
Filed 2026-10-20
Appalachian Capital Management Ltd
INCREASED
Shares367,333 from 362,396
Change+4,937 (+1%)
Value$8.7M (-$294.1K)
Filed 2026-10-14
Live Oak Investment Partners
INCREASED
Shares357,130 from 355,723
Change+1,407 (+0%)
Value$8.5M (-$370.3K)
Filed 2026-10-23
XML Financial, LLC
DECREASED
Shares353,364 from 354,461
Change-1,097 (0%)
Value$8.4M (-$428.4K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares347,733 from 271,861
Change+75,872 (+28%)
Value$8.3M (+$1.5M)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares338,535 from 271,933
Change+66,602 (+24%)
Value$8.0M (+$1.3M)
Filed 2026-10-08
Wealth Advisory Team LLC
INCREASED
Shares325,975 from 321,889
Change+4,086 (+1%)
Value$7.7M (-$268.3K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares319,882 from 310,721
Change+9,161 (+3%)
Value$7.6M (-$135.1K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares303,756 from 367,273
Change-63,517 (-17%)
Value$7.2M (-$1.9M)
Filed 2026-11-05
Certified Advisory Corp
DECREASED
Shares299,365 from 303,176
Change-3,811 (-1%)
Value$7.1M (-$434.6K)
Filed 2026-10-29
Visionary Wealth Advisors
DECREASED
Shares286,308 from 590,042
Change-303,734 (-51%)
Value$6.8M (-$7.9M)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares282,822 from 241,682
Change+41,140 (+17%)
Value$6.7M (+$702.5K)
Filed 2026-10-14
TrueWealth Advisors, LLC
INCREASED
Shares268,090 from 263,690
Change+4,400 (+2%)
Value$6.4M (-$194.8K)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares264,539 from 392,174
Change-127,635 (-33%)
Value$6.3M (-$3.5M)
Filed 2026-11-05
Focused Alpha, LLC
INCREASED
Shares257,781 from 209,939
Change+47,842 (+23%)
Value$6.1M (+$897.7K)
Filed 2026-10-20
GSG Advisors LLC
DECREASED
Shares243,290 from 245,011
Change-1,721 (-1%)
Value$5.8M (-$319.0K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares236,223 from 232,625
Change+3,598 (+2%)
Value$5.6M (-$178.6K)
Filed 2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares223,938 from 357,500
Change-133,562 (-37%)
Value$5.3M (-$3.6M)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares223,481 from 204,552
Change+18,929 (+9%)
Value$5.3M (+$217.3K)
Filed 2026-10-28
Tactive Advisors, LLC
INCREASED
Shares216,209 from 125,615
Change+90,594 (+72%)
Value$5.1M (+$2.0M)
Filed 2026-10-08
HBW Advisory Services LLC
DECREASED
Shares215,877 from 432,069
Change-216,192 (-50%)
Value$5.1M (-$5.6M)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares210,690 from 48,673
Change+162,017 (+333%)
Value$5.1M (+$3.9M)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares199,710 from 190,379
Change+9,331 (+5%)
Value$4.7M (+$5.5K)
Filed 2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares198,988 from 244,917
Change-45,929 (-19%)
Value$4.7M (-$1.4M)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares183,397 from 204,175
Change-20,778 (-10%)
Value$4.4M (-$725.1K)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED
Shares180,675 from 238,069
Change-57,394 (-24%)
Value$4.3M (-$1.6M)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares178,370 from 174,645
Change+3,725 (+2%)
Value$4.2M (-$109.7K)
Filed 2026-11-03
Philip James Wealth Mangement, LLC
DECREASED
Shares174,392 from 174,823
Change-431 (0%)
Value$4.1M (-$207.6K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares164,059 from 172,475
Change-8,416 (-5%)
Value$3.9M (-$395.0K)
Filed 2026-10-22
Wagner Wealth Management, Corp
INCREASED
Shares162,180 from 148,920
Change+13,260 (+9%)
Value$3.9M (+$145.8K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares161,038 from 157,794
Change+3,244 (+2%)
Value$3.8M (-$102.1K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares157,864 from 41,503
Change+116,361 (+280%)
Value$3.7M (+$2.7M)
Filed 2026-10-08
Midwest Financial Group LLC
INCREASED
Shares151,605 from 149,886
Change+1,719 (+1%)
Value$3.6M (-$129.3K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
INCREASED
Shares135,353 from 117,379
Change+17,974 (+15%)
Value$3.2M (+$293.6K)
Filed 2026-10-19
Defined Wealth Management, LLC
INCREASED
Shares119,555 from 118,507
Change+1,048 (+1%)
Value$2.8M (-$109.6K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares117,308 from 215,630
Change-98,322 (-46%)
Value$2.8M (-$2.6M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares112,776 from 125,810
Change-13,034 (-10%)
Value$2.7M (-$452.0K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares109,166 from 104,345
Change+4,821 (+5%)
Value$2.6M (-$4.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares105,993 from 106,659
Change-666 (-1%)
Value$2.5M (-$136.9K)
Filed 2026-11-05
HCR Wealth Advisors
INCREASED
Shares104,163 from 99,819
Change+4,344 (+4%)
Value$2.5M (-$10.1K)
Filed 2026-10-15
Holos Integrated Wealth LLC
DECREASED
Shares82,527 from 97,695
Change-15,168 (-16%)
Value$2.0M (-$455.0K)
Filed 2026-10-23
Avantax Planning Partners, Inc.
UNCHANGED
Shares77,200 from 77,200
Change0 (0%)
Value$1.8M (-$87.6K)
Filed 2026-11-03
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares70,016 from 76,645
Change-6,629 (-9%)
Value$1.7M (-$244.4K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares69,732 from 74,337
Change-4,605 (-6%)
Value$1.7M (-$193.7K)
Filed 2026-10-13
Capital CS Group, LLC
DECREASED
Shares65,195 from 76,485
Change-11,290 (-15%)
Value$1.5M (-$354.9K)
Filed 2026-10-29
Columbia Advisory Partners LLC
DECREASED
Shares64,544 from 65,463
Change-919 (-1%)
Value$1.5M (-$96.1K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares55,444 from 41,039
Change+14,405 (+35%)
Value$1.3M (+$295.5K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED
Shares52,616 from 54,551
Change-1,935 (-4%)
Value$1.2M (-$107.9K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares51,934 from 51,934
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
Greenwood Capital Associates LLC
INCREASED
Shares48,563 from 38,702
Change+9,861 (+25%)
Value$1.2M (+$190.2K)
Filed 2026-10-27
Beacon Financial Group
DECREASED
Shares48,064 from 54,474
Change-6,410 (-12%)
Value$1.1M (-$214.0K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares46,556 from 43,412
Change+3,144 (+7%)
Value$1.1M (+$25.4K)
Filed 2026-10-21
Chiron Capital Management, LLC
DECREASED
Shares42,029 from 43,388
Change-1,359 (-3%)
Value$998.0K (-$81.5K)
Filed 2026-10-15
Puff Wealth Management, LLC
DECREASED
Shares41,555 from 54,457
Change-12,902 (-24%)
Value$986.7K (-$368.2K)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares37,898 from 36,843
Change+1,055 (+3%)
Value$899.9K (-$16.8K)
Filed 2026-10-26
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares37,827 from 262,644
Change-224,817 (-86%)
Value$898.2K (-$5.6M)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares37,059 from 58,266
Change-21,207 (-36%)
Value$880.0K (-$569.7K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares34,849 from 33,455
Change+1,394 (+4%)
Value$827.5K (-$4.9K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares32,792 from 19,370
Change+13,422 (+69%)
Value$778.6K (+$296.7K)
Filed 2026-10-16
Chris Bulman Inc
DECREASED
Shares32,005 from 33,420
Change-1,415 (-4%)
Value$760.0K (-$71.6K)
Filed 2026-10-20
CLG LLC
DECREASED
Shares31,688 from 31,833
Change-145 (0%)
Value$752.4K (-$39.6K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares28,084 from 31,275
Change-3,191 (-10%)
Value$666.9K (-$108.8K)
Filed 2026-11-02
Winebrenner Capital Management LLC
UNCHANGED
Shares27,877 from 27,877
Change0 (0%)
Value$661.9K (-$31.6K)
Filed 2026-10-07
Compass Financial Management LLC
DECREASED
Shares27,492 from 29,065
Change-1,573 (-5%)
Value$652.8K (-$70.0K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares27,070 from 27,151
Change-81 (0%)
Value$642.8K (-$32.7K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares26,468 from 14,528
Change+11,940 (+82%)
Value$628.5K (+$267.0K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares24,632 from 14,802
Change+9,830 (+66%)
Value$584.9K (+$216.6K)
Filed 2026-10-08
MBE Wealth Management, LLC
DECREASED
Shares24,277 from 25,616
Change-1,339 (-5%)
Value$576.5K (-$60.9K)
Filed 2026-10-26
Balefire, LLC
DECREASED
Shares24,172 from 26,759
Change-2,587 (-10%)
Value$574.0K (-$91.8K)
Filed 2026-10-09
VestGen Advisors, LLC
INCREASED
Shares23,444 from 21,662
Change+1,782 (+8%)
Value$556.7K (+$17.7K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares22,438 from 19,535
Change+2,903 (+15%)
Value$532.8K (+$46.8K)
Filed 2026-10-20
Northwest Wealth Management, LLC
UNCHANGED
Shares22,144 from 22,144
Change0 (0%)
Value$525.8K (-$25.1K)
Filed 2026-10-30
Commonwealth Financial Services, LLC
DECREASED
Shares21,702 from 153,000
Change-131,298 (-86%)
Value$515.3K (-$3.3M)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares21,518 from 21,023
Change+495 (+2%)
Value$510.9K (-$12.1K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares19,053 from 17,968
Change+1,085 (+6%)
Value$452.4K (+$5.4K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
DECREASED
Shares18,302 from 18,600
Change-298 (-2%)
Value$434.6K (-$28.2K)
Filed 2026-11-03
Adelphi Trust Co
INCREASED
Shares17,624 from 11,710
Change+5,914 (+51%)
Value$418.5K (+$127.1K)
Filed 2026-10-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,251 from 18,987
Change-1,736 (-9%)
Value$411.5K (-$59.3K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares14,948
Change+14,948
Value$354.9K
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares14,464 from 16,825
Change-2,361 (-14%)
Value$343.4K (-$75.2K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
DECREASED
Shares14,309 from 114,627
Change-100,318 (-88%)
Value$339.8K (-$2.5M)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares13,825 from 11,833
Change+1,992 (+17%)
Value$328.3K (+$33.9K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares13,071 from 13,393
Change-322 (-2%)
Value$310.4K (-$22.8K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
UNCHANGED
Shares13,040 from 13,040
Change0 (0%)
Value$309.6K (-$14.8K)
Filed 2026-10-19
RFG Advisory, LLC
NEW
Shares12,790
Change+12,790
Value$303.7K
Filed 2026-11-03
BAM Wealth Management, LLC
NEW
Shares12,720
Change+12,720
Value$302.0K
Filed 2026-10-15
Morling Financial Advisors, LLC
DECREASED
Shares11,638 from 11,881
Change-243 (-2%)
Value$276.3K (-$19.3K)
Filed 2026-10-28
Flagstar Securities, Inc
INCREASED
Shares11,596 from 11,461
Change+135 (+1%)
Value$275.4K (-$9.8K)
Filed 2026-10-15
Park National Corp
NEW
Shares11,461
Change+11,461
Value$272.1K
Filed 2026-10-05
Center for Financial Planning, Inc.
NEW
Shares11,083
Change+11,083
Value$263.2K
Filed 2026-10-26
Ignite Planners, LLC
NEW
Shares11,014
Change+11,014
Value$261.5K
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares10,963 from 11,619
Change-656 (-6%)
Value$260.3K (-$28.8K)
Filed 2026-10-28
Midwest Trust Co
NEW
Shares10,667
Change+10,667
Value$253.3K
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares10,571 from 11,312
Change-741 (-7%)
Value$251.0K (-$30.4K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares10,548 from 10,450
Change+98 (+1%)
Value$250.5K (-$9.5K)
Filed 2026-10-22
Retirement Planning Group, LLC
INCREASED
Shares9,537 from 9,528
Change+9 (+0%)
Value$226.5K (-$10.6K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares9,524 from 9,872
Change-348 (-4%)
Value$226.1K (-$19.5K)
Filed 2026-10-22
Financial Futures Ltd Liability Co.
DECREASED
Shares9,117 from 9,254
Change-137 (-1%)
Value$216.5K (-$13.8K)
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
DECREASED
Shares8,593 from 8,738
Change-145 (-2%)
Value$204.0K (-$13.3K)
Filed 2026-10-09
Evolution Wealth Management Inc.
INCREASED
Shares7,558 from 6,982
Change+576 (+8%)
Value$179.5K (+$5.8K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
INCREASED
Shares6,422 from 6,125
Change+297 (+5%)
Value$152.5K (+$100)
Filed 2026-10-21
GK Wealth Management LLC
DECREASED
Shares6,193 from 8,343
Change-2,150 (-26%)
Value$147.0K (-$60.5K)
Filed 2026-10-09
Elevated Capital Advisors, LLC
DECREASED
Shares4,729 from 5,101
Change-372 (-7%)
Value$112.3K (-$14.6K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,475 from 5,640
Change-1,165 (-21%)
Value$106.3K (-$34.1K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares3,579 from 4,446
Change-867 (-19%)
Value$85.0K (-$25.6K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,628 from 2,500
Change+128 (+5%)
Value$19.0K (-$21.0K)
Filed 2026-11-04
Key Capital Management, Inc
NEW
Shares2,485
Change+2,485
Value$59.0K
Filed 2026-11-03
First Pacific Financial
INCREASED
Shares2,328 from 2,301
Change+27 (+1%)
Value$55.3K (-$2.0K)
Filed 2026-10-14
Ascentis Independent Advisors
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$53.0K (-$2.5K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$29.5K (-$1.4K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$22.1K (-$1.1K)
Filed 2026-10-23
Olistico Wealth, LLC
NEW
Shares913
Change+913
Value$21.7K
Filed 2026-10-05
KFG LLC
NEW
Shares802
Change+802
Value$19.0K
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$17.5K (-$834)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$16.6K (-$795)
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$14.8K (-$708)
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares376
Change+376
Value$8.9K
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$5.6K (-$269)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares203
Change+203
Value$4.8K
Filed 2026-10-21
Investors Research Corp
INCREASED
Shares104 from 51
Change+53 (+104%)
Value$2.5K (+$1.2K)
Filed 2026-10-07
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 428,367
Change-428,367 (-100%)
Value$0 (-$10.7M)
Filed 2026-10-21
RiverTree Advisors, LLC
CLOSED
Shares0 from 135,348
Change-135,348 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-13
Washington Trust Bank
CLOSED
Shares0 from 22,170
Change-22,170 (-100%)
Value$0 (-$551.6K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 10,253
Change-10,253 (-100%)
Value$0 (-$255.1K)
Filed 2026-10-08
Krilogy Financial LLC
CLOSED
Shares0 from 8,316
Change-8,316 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 8,150
Change-8,150 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-29
Moneco Advisors, LLC
CLOSED
Shares0 from 8,085
Change-8,085 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,273
Change-2,273 (-100%)
Value$0 (-$56.5K)
Filed 2026-11-02
Abound Wealth Management
CLOSED
Shares0 from 1,235
Change-1,235 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-26
Decker Retirement Planning Inc.
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 768
Change-768 (-100%)
Value$0 (-$19.1K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-26
RHL Group, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$150)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 13,680,994
Change-13,680,994 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,315,618
Change-9,315,618 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,174,273
Change-7,174,273 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,567,401
Change-5,567,401 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,199,258
Change-4,199,258 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,197,950
Change-4,197,950 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,023,683
Change-4,023,683 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,832,819
Change-2,832,819 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,623,316
Change-2,623,316 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,471,711
Change-2,471,711 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,045,101
Change-2,045,101 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,757,095
Change-1,757,095 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,661,708
Change-1,661,708 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,400,315
Change-1,400,315 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 999,374
Change-999,374 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 982,703
Change-982,703 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 932,943
Change-932,943 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 807,842
Change-807,842 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 792,030
Change-792,030 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 782,901
Change-782,901 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 745,409
Change-745,409 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 679,658
Change-679,658 (-100%)
Value—
&partners
N/A
Shares— from 661,016
Change-661,016 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 647,628
Change-647,628 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 637,466
Change-637,466 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 620,228
Change-620,228 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 604,554
Change-604,554 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 580,959
Change-580,959 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 557,893
Change-557,893 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 544,255
Change-544,255 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 455,724
Change-455,724 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 445,374
Change-445,374 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 428,366
Change-428,366 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 407,632
Change-407,632 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 404,016
Change-404,016 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 377,679
Change-377,679 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 362,821
Change-362,821 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 301,493
Change-301,493 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 297,348
Change-297,348 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 281,760
Change-281,760 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 257,263
Change-257,263 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 252,649
Change-252,649 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 248,448
Change-248,448 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 235,009
Change-235,009 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 227,668
Change-227,668 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 218,384
Change-218,384 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 215,659
Change-215,659 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 205,551
Change-205,551 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 204,044
Change-204,044 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 190,935
Change-190,935 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 168,531
Change-168,531 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 134,691
Change-134,691 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 127,103
Change-127,103 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 126,257
Change-126,257 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 104,816
Change-104,816 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 89,113
Change-89,113 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 87,114
Change-87,114 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 84,941
Change-84,941 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 71,904
Change-71,904 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 70,664
Change-70,664 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 61,072
Change-61,072 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 58,985
Change-58,985 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 50,133
Change-50,133 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 44,880
Change-44,880 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 44,472
Change-44,472 (-100%)
Value—
Betterment LLC
N/A
Shares— from 39,740
Change-39,740 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 39,694
Change-39,694 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 39,591
Change-39,591 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 37,420
Change-37,420 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 35,592
Change-35,592 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 35,317
Change-35,317 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,489
Change-32,489 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 31,480
Change-31,480 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 29,473
Change-29,473 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,269
Change-29,269 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,249
Change-28,249 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 28,005
Change-28,005 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,661
Change-27,661 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,973
Change-24,973 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,900
Change-24,900 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 24,862
Change-24,862 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 23,904
Change-23,904 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 23,104
Change-23,104 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,034
Change-23,034 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 22,144
Change-22,144 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 21,847
Change-21,847 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,395
Change-19,395 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 19,108
Change-19,108 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 18,494
Change-18,494 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 18,359
Change-18,359 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 17,199
Change-17,199 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,413
Change-15,413 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 15,052
Change-15,052 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 14,801
Change-14,801 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 14,297
Change-14,297 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,373
Change-13,373 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 12,813
Change-12,813 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 12,053
Change-12,053 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 9,077
Change-9,077 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 625
Change-625 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
UBS Group AG
N/A
Shares— from 543
Change-543 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 398
Change-398 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 385
Change-385 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19
Change-19 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Truist Financial Corp
INCREASED2,194,9252,093,617+101,308+5%$52.1M$52.1M+$29.3K2026-10-30
Trilogy Capital Inc.
INCREASED1,671,7261,572,195+99,531+6%$39.1M$39.7M+$578.9K2026-10-20
Csenge Advisory Group
INCREASED1,603,8591,528,668+75,191+5%$38.0M$38.1M+$50.4K2026-11-04
IFP Advisors, Inc
INCREASED1,538,1541,129,539+408,615+36%$28.1M$36.5M+$8.4M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED1,043,0031,081,262-38,259-4%$26.9M$24.8M-$2.1M2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED934,030872,866+61,164+7%$21.7M$22.2M+$461.6K2026-10-16
Arch Global Advisors, LLC
INCREASED871,934783,525+88,409+11%$19.5M$20.7M+$1.2M2026-10-23
EdgeRock Capital LLC
INCREASED861,740842,625+19,115+2%$21.0M$20.5M-$502.5K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED838,048801,883+36,165+5%$20.0M$19.9M-$51.4K2026-10-30
Wagner Wealth Management, LLC
DECREASED837,809859,217-21,408-2%$21.4M$19.9M-$1.5M2026-10-21
Dynamic Advisor Solutions LLC
INCREASED830,800816,396+14,404+2%$20.3M$19.7M-$584.6K2026-10-13
Commonwealth Equity Services, LLC
DECREASED821,428833,938-12,510-1%$20.7M$19.5M-$1.2M2026-11-02
Capital Investment Advisory Services, LLC
DECREASED748,818756,295-7,477-1%$18.8M$17.8M-$1.0M2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED650,755806,300-155,545-19%$20.1M$15.5M-$4.6M2026-11-02
First Heartland Consultants, Inc.
INCREASED646,312577,736+68,576+12%$14.4M$15.3M+$972.6K2026-10-08
Chicago Partners Investment Group LLC
INCREASED564,161522,596+41,565+8%$12.8M$13.5M+$680.3K2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED532,131536,383-4,252-1%$13.3M$12.6M-$709.8K2026-10-27
Nearside Advisors, LLC
NEW460,071—+460,071——$10.9M—2026-10-20
Kestra Advisory Services, LLC
DECREASED454,268487,466-33,198-7%$12.1M$10.8M-$1.3M2026-11-02
Focus Financial Network, Inc.
INCREASED441,552435,847+5,705+1%$10.8M$10.5M-$359.2K2026-10-14
Fairway Financial, LLC
INCREASED414,586153,163+261,423+171%$3.8M$9.8M+$6.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED383,022171,690+211,332+123%$4.2M$9.2M+$4.9M2026-10-20
Diversify Wealth Management, LLC
INCREASED383,022171,690+211,332+123%$4.2M$9.2M+$4.9M2026-10-20
Appalachian Capital Management Ltd
INCREASED367,333362,396+4,937+1%$9.0M$8.7M-$294.1K2026-10-14
Live Oak Investment Partners
INCREASED357,130355,723+1,407+0%$8.9M$8.5M-$370.3K2026-10-23
XML Financial, LLC
DECREASED353,364354,461-1,0970%$8.8M$8.4M-$428.4K2026-10-29
PFG Advisors
INCREASED347,733271,861+75,872+28%$6.8M$8.3M+$1.5M2026-10-16
CoreCap Advisors, LLC
INCREASED338,535271,933+66,602+24%$6.8M$8.0M+$1.3M2026-10-08
Wealth Advisory Team LLC
INCREASED325,975321,889+4,086+1%$8.0M$7.7M-$268.3K2026-11-05
Mather Group, Llc.
INCREASED319,882310,721+9,161+3%$7.7M$7.6M-$135.1K2026-10-14
Larson Financial Group LLC
DECREASED303,756367,273-63,517-17%$9.1M$7.2M-$1.9M2026-11-05
Certified Advisory Corp
DECREASED299,365303,176-3,811-1%$7.5M$7.1M-$434.6K2026-10-29
Visionary Wealth Advisors
DECREASED286,308590,042-303,734-51%$14.7M$6.8M-$7.9M2026-11-04
Triumph Capital Management
INCREASED282,822241,682+41,140+17%$6.0M$6.7M+$702.5K2026-10-14
TrueWealth Advisors, LLC
INCREASED268,090263,690+4,400+2%$6.6M$6.4M-$194.8K2026-10-09
US Bancorp \de\
DECREASED264,539392,174-127,635-33%$9.8M$6.3M-$3.5M2026-11-05
Focused Alpha, LLC
INCREASED257,781209,939+47,842+23%$5.2M$6.1M+$897.7K2026-10-20
GSG Advisors LLC
DECREASED243,290245,011-1,721-1%$6.1M$5.8M-$319.0K2026-11-03
Apollon Wealth Management, LLC
INCREASED236,223232,625+3,598+2%$5.8M$5.6M-$178.6K2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED223,938357,500-133,562-37%$8.9M$5.3M-$3.6M2026-10-14
D.A. Davidson & Co.
INCREASED223,481204,552+18,929+9%$5.1M$5.3M+$217.3K2026-10-28
Tactive Advisors, LLC
INCREASED216,209125,615+90,594+72%$3.1M$5.1M+$2.0M2026-10-08
HBW Advisory Services LLC
DECREASED215,877432,069-216,192-50%$10.7M$5.1M-$5.6M2026-10-15
Prospera Financial Services Inc
INCREASED210,69048,673+162,017+333%$1.2M$5.1M+$3.9M2026-11-04
Oppenheimer & Co Inc
INCREASED199,710190,379+9,331+5%$4.7M$4.7M+$5.5K2026-10-26
Stonehaven Wealth & TAX Solutions, LLC
DECREASED198,988244,917-45,929-19%$6.1M$4.7M-$1.4M2026-10-22
Golden State Wealth Management, LLC
DECREASED183,397204,175-20,778-10%$5.1M$4.4M-$725.1K2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED180,675238,069-57,394-24%$5.9M$4.3M-$1.6M2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED178,370174,645+3,725+2%$4.3M$4.2M-$109.7K2026-11-03
Philip James Wealth Mangement, LLC
DECREASED174,392174,823-4310%$4.3M$4.1M-$207.6K2026-10-27
Wedbush Securities Inc
DECREASED164,059172,475-8,416-5%$4.3M$3.9M-$395.0K2026-10-22
Wagner Wealth Management, Corp
INCREASED162,180148,920+13,260+9%$3.7M$3.9M+$145.8K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED161,038157,794+3,244+2%$3.9M$3.8M-$102.1K2026-10-26
Farther Finance Advisors, LLC
INCREASED157,86441,503+116,361+280%$1.0M$3.7M+$2.7M2026-10-08
Midwest Financial Group LLC
INCREASED151,605149,886+1,719+1%$3.7M$3.6M-$129.3K2026-10-15
Acorn Wealth Advisors, LLC
INCREASED135,353117,379+17,974+15%$2.9M$3.2M+$293.6K2026-10-19
Defined Wealth Management, LLC
INCREASED119,555118,507+1,048+1%$2.9M$2.8M-$109.6K2026-10-19
Vise Technologies, Inc.
DECREASED117,308215,630-98,322-46%$5.4M$2.8M-$2.6M2026-10-29
Thrivent Financial for Lutherans
DECREASED112,776125,810-13,034-10%$3.1M$2.7M-$452.0K2026-11-05
Core Wealth Partners LLC
INCREASED109,166104,345+4,821+5%$2.6M$2.6M-$4.0K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED105,993106,659-666-1%$2.7M$2.5M-$136.9K2026-11-05
HCR Wealth Advisors
INCREASED104,16399,819+4,344+4%$2.5M$2.5M-$10.1K2026-10-15
Holos Integrated Wealth LLC
DECREASED82,52797,695-15,168-16%$2.4M$2.0M-$455.0K2026-10-23
Avantax Planning Partners, Inc.
UNCHANGED77,20077,20000%$1.9M$1.8M-$87.6K2026-11-03
Spectrum Wealth Advisory Group, LLC
DECREASED70,01676,645-6,629-9%$1.9M$1.7M-$244.4K2026-10-29
Avior Wealth Management, LLC
DECREASED69,73274,337-4,605-6%$1.8M$1.7M-$193.7K2026-10-13
Capital CS Group, LLC
DECREASED65,19576,485-11,290-15%$1.9M$1.5M-$354.9K2026-10-29
Columbia Advisory Partners LLC
DECREASED64,54465,463-919-1%$1.6M$1.5M-$96.1K2026-10-15
Independent Financial Group, LLC
INCREASED55,44441,039+14,405+35%$1.0M$1.3M+$295.5K2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED52,61654,551-1,935-4%$1.4M$1.2M-$107.9K2026-10-21
PKS Advisory Services, LLC
UNCHANGED51,93451,93400%$1.3M$1.3M$02026-10-26
Greenwood Capital Associates LLC
INCREASED48,56338,702+9,861+25%$962.9K$1.2M+$190.2K2026-10-27
Beacon Financial Group
DECREASED48,06454,474-6,410-12%$1.4M$1.1M-$214.0K2026-10-19
Fifth Third Securities, Inc.
INCREASED46,55643,412+3,144+7%$1.1M$1.1M+$25.4K2026-10-21
Chiron Capital Management, LLC
DECREASED42,02943,388-1,359-3%$1.1M$998.0K-$81.5K2026-10-15
Puff Wealth Management, LLC
DECREASED41,55554,457-12,902-24%$1.4M$986.7K-$368.2K2026-10-07
Lanark Financial, Inc.
INCREASED37,89836,843+1,055+3%$916.7K$899.9K-$16.8K2026-10-26
Gaddis Premier Wealth Advisors LLC
DECREASED37,827262,644-224,817-86%$6.5M$898.2K-$5.6M2026-10-29
Fifth Third Bancorp
DECREASED37,05958,266-21,207-36%$1.4M$880.0K-$569.7K2026-11-05
Lido Advisors, LLC
INCREASED34,84933,455+1,394+4%$832.4K$827.5K-$4.9K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED32,79219,370+13,422+69%$481.9K$778.6K+$296.7K2026-10-16
Chris Bulman Inc
DECREASED32,00533,420-1,415-4%$831.5K$760.0K-$71.6K2026-10-20
CLG LLC
DECREASED31,68831,833-1450%$792.0K$752.4K-$39.6K2026-10-13
Asset One Wealth Management LLC
DECREASED28,08431,275-3,191-10%$775.6K$666.9K-$108.8K2026-11-02
Winebrenner Capital Management LLC
UNCHANGED27,87727,87700%$693.6K$661.9K-$31.6K2026-10-07
Compass Financial Management LLC
DECREASED27,49229,065-1,573-5%$722.8K$652.8K-$70.0K2026-10-30
Brookstone Capital Management
DECREASED27,07027,151-810%$675.5K$642.8K-$32.7K2026-10-22
StoneX Group Inc.
INCREASED26,46814,528+11,940+82%$361.5K$628.5K+$267.0K2026-11-03
Titleist Asset Management, LLC
INCREASED24,63214,802+9,830+66%$368.3K$584.9K+$216.6K2026-10-08
MBE Wealth Management, LLC
DECREASED24,27725,616-1,339-5%$637.3K$576.5K-$60.9K2026-10-26
Balefire, LLC
DECREASED24,17226,759-2,587-10%$665.8K$574.0K-$91.8K2026-10-09
VestGen Advisors, LLC
INCREASED23,44421,662+1,782+8%$538.9K$556.7K+$17.7K2026-10-27
Private Trust Co NA
INCREASED22,43819,535+2,903+15%$486.0K$532.8K+$46.8K2026-10-20
Northwest Wealth Management, LLC
UNCHANGED22,14422,14400%$550.9K$525.8K-$25.1K2026-10-30
Commonwealth Financial Services, LLC
DECREASED21,702153,000-131,298-86%$3.8M$515.3K-$3.3M2026-10-20
MGO One Seven LLC
INCREASED21,51821,023+495+2%$523.1K$510.9K-$12.1K2026-10-28
United Advisor Group, LLC
INCREASED19,05317,968+1,085+6%$447.0K$452.4K+$5.4K2026-11-03
Huntleigh Advisors, Inc.
DECREASED18,30218,600-298-2%$462.8K$434.6K-$28.2K2026-11-03
Adelphi Trust Co
INCREASED17,62411,710+5,914+51%$291.3K$418.5K+$127.1K2026-10-05
Wealth Enhancement Advisory Services, LLC
DECREASED17,25118,987-1,736-9%$470.9K$411.5K-$59.3K2026-10-13
Partners Wealth Management, LLC
NEW14,948—+14,948——$354.9K—2026-10-28
Maia Wealth LLC
DECREASED14,46416,825-2,361-14%$418.6K$343.4K-$75.2K2026-10-19
Beaumont Financial Advisors, LLC
DECREASED14,309114,627-100,318-88%$2.9M$339.8K-$2.5M2026-10-22
SteelPeak Wealth, LLC
INCREASED13,82511,833+1,992+17%$294.4K$328.3K+$33.9K2026-10-16
Creative Financial Designs Inc
DECREASED13,07113,393-322-2%$333.2K$310.4K-$22.8K2026-11-04
Fairvoy Private Wealth, LLC
UNCHANGED13,04013,04000%$324.4K$309.6K-$14.8K2026-10-19
RFG Advisory, LLC
NEW12,790—+12,790——$303.7K—2026-11-03
BAM Wealth Management, LLC
NEW12,720—+12,720——$302.0K—2026-10-15
Morling Financial Advisors, LLC
DECREASED11,63811,881-243-2%$295.6K$276.3K-$19.3K2026-10-28
Flagstar Securities, Inc
INCREASED11,59611,461+135+1%$285.2K$275.4K-$9.8K2026-10-15
Park National Corp
NEW11,461—+11,461——$272.1K—2026-10-05
Center for Financial Planning, Inc.
NEW11,083—+11,083——$263.2K—2026-10-26
Ignite Planners, LLC
NEW11,014—+11,014——$261.5K—2026-10-14
Clear Creek Financial Management, LLC
DECREASED10,96311,619-656-6%$289.1K$260.3K-$28.8K2026-10-28
Midwest Trust Co
NEW10,667—+10,667——$253.3K—2026-10-22
Assetmark, Inc
DECREASED10,57111,312-741-7%$281.4K$251.0K-$30.4K2026-10-21
Strategic Blueprint, LLC
INCREASED10,54810,450+98+1%$260.0K$250.5K-$9.5K2026-10-22
Retirement Planning Group, LLC
INCREASED9,5379,528+9+0%$237.1K$226.5K-$10.6K2026-10-19
Farmers & Merchants Trust Co of Long Beach
DECREASED9,5249,872-348-4%$245.6K$226.1K-$19.5K2026-10-22
Financial Futures Ltd Liability Co.
DECREASED9,1179,254-137-1%$230.2K$216.5K-$13.8K2026-10-13
Inspirion Wealth Advisors, LLC
DECREASED8,5938,738-145-2%$217.3K$204.0K-$13.3K2026-10-09
Evolution Wealth Management Inc.
INCREASED7,5586,982+576+8%$173.7K$179.5K+$5.8K2026-10-28
Pinnacle Bancorp, Inc.
INCREASED6,4226,125+297+5%$152.4K$152.5K+$1002026-10-21
GK Wealth Management LLC
DECREASED6,1938,343-2,150-26%$207.6K$147.0K-$60.5K2026-10-09
Elevated Capital Advisors, LLC
DECREASED4,7295,101-372-7%$126.9K$112.3K-$14.6K2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED4,4755,640-1,165-21%$140.3K$106.3K-$34.1K2026-10-23
Spire Wealth Management
DECREASED3,5794,446-867-19%$110.6K$85.0K-$25.6K2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED2,6282,500+128+5%$40.0K$19.0K-$21.0K2026-11-04
Key Capital Management, Inc
NEW2,485—+2,485——$59.0K—2026-11-03
First Pacific Financial
INCREASED2,3282,301+27+1%$57.2K$55.3K-$2.0K2026-10-14
Ascentis Independent Advisors
UNCHANGED2,2302,23000%$55.5K$53.0K-$2.5K2026-11-03
Biltmore Family Office, LLC
UNCHANGED1,2421,24200%$30.9K$29.5K-$1.4K2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED93193100%$23.2K$22.1K-$1.1K2026-10-23
Olistico Wealth, LLC
NEW913—+913——$21.7K—2026-10-05
KFG LLC
NEW802—+802——$19.0K—2026-11-02
Wolff Wiese Magana LLC
UNCHANGED73573500%$18.3K$17.5K-$8342026-10-15
Owl Creek Wealth Partners LLC
UNCHANGED70170100%$17.4K$16.6K-$7952026-10-20
Signature Resources Capital Management, LLC
UNCHANGED62462400%$15.5K$14.8K-$7082026-10-16
Ascentis Wealth Management, LLC
NEW376—+376——$8.9K—2026-11-03
Oakworth Capital, Inc.
UNCHANGED23723700%$5.9K$5.6K-$2692026-10-26
Root Financial Partners, LLC
NEW203—+203——$4.8K—2026-10-21
Investors Research Corp
INCREASED10451+53+104%$1.3K$2.5K+$1.2K2026-10-07
Axxcess Wealth Management, LLC
CLOSED0428,367-428,367-100%$10.7M$0-$10.7M2026-10-21
RiverTree Advisors, LLC
CLOSED0135,348-135,348-100%$3.4M$0-$3.4M2026-10-13
Washington Trust Bank
CLOSED022,170-22,170-100%$551.6K$0-$551.6K2026-11-03
Valeo Financial Advisors, LLC
CLOSED010,253-10,253-100%$255.1K$0-$255.1K2026-10-08
Krilogy Financial LLC
CLOSED08,316-8,316-100%$206.9K$0-$206.9K2026-10-13
Summit Wealth Group LLC / Co
CLOSED08,150-8,150-100%$202.8K$0-$202.8K2026-10-29
Moneco Advisors, LLC
CLOSED08,085-8,085-100%$201.1K$0-$201.1K2026-11-05
International Assets Investment Management, LLC
CLOSED02,273-2,273-100%$56.5K$0-$56.5K2026-11-02
Abound Wealth Management
CLOSED01,235-1,235-100%$30.7K$0-$30.7K2026-10-26
Decker Retirement Planning Inc.
CLOSED0804-804-100%$20.0K$0-$20.0K2026-10-19
Lloyd Advisory Services, Llc.
CLOSED0768-768-100%$19.1K$0-$19.1K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0235-235-100%$5.9K$0-$5.9K2026-10-14
Tucker Asset Management LLC
CLOSED0179-179-100%$4.5K$0-$4.5K2026-10-29
Glass Jacobson Investment Advisors llc
CLOSED075-75-100%$1.9K$0-$1.9K2026-10-26
RHL Group, LLC
CLOSED06-6-100%$150$0-$1502026-11-04
LPL Financial LLC
N/A—13,680,994-13,680,994-100%$340.4M———
Morgan Stanley
N/A—9,315,618-9,315,618-100%$231.8M———
Wells Fargo & Company
N/A—7,174,273-7,174,273-100%$178.5M———
Ameriprise Financial Inc
N/A—5,567,401-5,567,401-100%$138.6M———
Bank of America Corp
N/A—4,199,258-4,199,258-100%$104.5M———
Harbour Investments, Inc.
N/A—4,197,950-4,197,950-100%$104.4M———
Royal Bank of Canada
N/A—4,023,683-4,023,683-100%$100.1M———
Raymond James Financial Inc
N/A—2,832,819-2,832,819-100%$70.5M———
Envestnet Asset Management Inc
N/A—2,623,316-2,623,316-100%$65.3M———
HighTower Advisors, LLC
N/A—2,471,711-2,471,711-100%$61.5M———
Osaic Holdings, Inc.
N/A—2,045,101-2,045,101-100%$50.9M———
Cetera Investment Advisers
N/A—1,757,095-1,757,095-100%$43.7M———
Stifel Financial Corp
N/A—1,661,708-1,661,708-100%$41.3M———
Aptus Capital Advisors, LLC
N/A—1,400,315-1,400,315-100%$34.8M———
Focus Partners Wealth
N/A—999,374-999,374-100%$24.9M———
Integrated Wealth Concepts LLC
N/A—982,703-982,703-100%$24.4M———
MML Investors Services, LLC
N/A—932,943-932,943-100%$23.2M———
Stratos Wealth Partners, Ltd.
N/A—807,842-807,842-100%$20.1M———
Earned Wealth Advisors, LLC
N/A—792,030-792,030-100%$19.7M———
Waverly Advisors, LLC
N/A—782,901-782,901-100%$19.5M———
JPMorgan Chase & Co
N/A—745,409-745,409-100%$18.6M———
Private Advisor Group, LLC
N/A—679,658-679,658-100%$16.9M———
&partners
N/A—661,016-661,016-100%$16.2M———
Geneos Wealth Management Inc.
N/A—647,628-647,628-100%$16.1M———
Spartan Wealth Advisory Services LLC
N/A—637,466-637,466-100%$15.9M———
Navalign, LLC
N/A—620,228-620,228-100%$15.4M———
Collaborative Wealth Managment Inc.
N/A—604,554-604,554-100%$15.0M———
Smartleaf Asset Management LLC
N/A—580,959-580,959-100%$14.5M———
Janney Montgomery Scott LLC
N/A—557,893-557,893-100%$13.9M———
Equitable Holdings, Inc.
N/A—544,255-544,255-100%$13.5M———
Western Wealth Management, LLC
N/A—455,724-455,724-100%$11.3M———
Rehmann Capital Advisory Group
N/A—445,374-445,374-100%$11.1M———
Darwin Wealth Management, LLC
N/A—428,366-428,366-100%$10.7M———
Prasad Wealth Partners, LLC
N/A—407,632-407,632-100%$10.1M———
Mach-1 Financial Group, LLC
N/A—404,016-404,016-100%$10.1M———
Captrust Financial Advisors
N/A—377,679-377,679-100%$9.4M———
Gateway Wealth Partners, LLC
N/A—362,821-362,821-100%$9.0M———
Baird Financial Group, Inc.
N/A—301,493-301,493-100%$7.5M———
Ameritas Advisory Services, LLC
N/A—297,348-297,348-100%$7.4M———
Twin Peaks Wealth Advisors, LLC
N/A—281,760-281,760-100%$7.0M———
Tolleson Wealth Management, Inc.
N/A—257,263-257,263-100%$6.4M———
NewEdge Advisors, LLC
N/A—252,649-252,649-100%$6.3M———
Summit Financial, LLC
N/A—248,448-248,448-100%$6.2M———
Keel Point, LLC
N/A—235,009-235,009-100%$5.8M———
OneDigital Investment Advisors LLC
N/A—227,668-227,668-100%$5.7M———
Nova Wealth Management, Inc.
N/A—218,384-218,384-100%$5.4M———
Goldstone Financial Group, LLC
N/A—215,659-215,659-100%$5.4M———
Mariner, LLC
N/A—205,551-205,551-100%$5.1M———
Synergy Investment Management, LLC
N/A—204,044-204,044-100%$5.1M———
SlateStone Wealth, LLC
N/A—190,935-190,935-100%$4.8M———
Holistic Financial Partners
N/A—168,531-168,531-100%$4.2M———
Bleakley Financial Group, LLC
N/A—134,691-134,691-100%$3.4M———
AssuredPartners Investment Advisors, LLC
N/A—127,103-127,103-100%$3.2M———
Advisory Services Network, LLC
N/A—126,257-126,257-100%$3.1M———
Stonebridge Financial Planning Group, LLC
N/A—104,816-104,816-100%$2.6M———
Blackhawk Capital Partners, LLC
N/A—89,113-89,113-100%$2.2M———
Pine Valley Investments Ltd Liability Co
N/A—87,114-87,114-100%$2.2M———
Transcend Capital Advisors, LLC
N/A—84,941-84,941-100%$2.1M———
Citadel Advisors LLC
N/A—71,904-71,904-100%$1.8M———
Kingsview Wealth Management, LLC
N/A—70,664-70,664-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—61,072-61,072-100%$1.5M———
Centaurus Financial, Inc.
N/A—58,985-58,985-100%$1.5M———
Pinnacle Financial Partners, Inc.
N/A—50,133-50,133-100%$1.2M———
Legacy Wealth Managment, LLC
N/A—44,880-44,880-100%$1.1M———
Goldman Sachs Group Inc
N/A—44,472-44,472-100%$1.1M———
Betterment LLC
N/A—39,740-39,740-100%$989.0K———
Mutual Advisors, LLC
N/A—39,694-39,694-100%$987.6K———
SouthState Bank Corp
N/A—39,591-39,591-100%$985.0K———
Kintra Wealth, LLC
N/A—37,420-37,420-100%$925.0K———
Impact Partnership Wealth, LLC
N/A—35,592-35,592-100%$885.5K———
Harvest Investment Services, LLC
N/A—35,317-35,317-100%$878.7K———
Global Retirement Partners, LLC
N/A—32,489-32,489-100%$808.3K———
Stratos Wealth Advisors, LLC
N/A—31,480-31,480-100%$783.2K———
Envestnet Portfolio Solutions, Inc.
N/A—29,473-29,473-100%$733.3K———
Arkadios Wealth Advisors
N/A—29,269-29,269-100%$728.2K———
Steward Partners Investment Advisory, LLC
N/A—28,249-28,249-100%$702.8K———
Principal Securities, Inc.
N/A—28,005-28,005-100%$696.8K———
Arax Advisory Partners
N/A—27,661-27,661-100%$688.2K———
Sanctuary Advisors, LLC
N/A—24,973-24,973-100%$621.3K———
Snowden Capital Advisors LLC
N/A—24,900-24,900-100%$619.5K———
Lakeridge Wealth Management LLC
N/A—24,862-24,862-100%$618.6K———
Park Square Financial Group, LLC
N/A—23,904-23,904-100%$594.7K———
Berger Financial Group, Inc
N/A—23,104-23,104-100%$574.8K———
Quantinno Capital Management LP
N/A—23,034-23,034-100%$573.1K———
Focus Partners Advisor Solutions, LLC
N/A—22,144-22,144-100%$550.9K———
Savant Capital, LLC
N/A—21,847-21,847-100%$543.6K———
Kovack Advisors, Inc.
N/A—19,395-19,395-100%$482.5K———
Perennial Investment Advisors, LLC
N/A—19,108-19,108-100%$475.4K———
Chokshi & Queen Wealth Advisors, Inc
N/A—18,494-18,494-100%$460.1K———
Capital Analysts, LLC
N/A—18,359-18,359-100%$457.0K———
Q3 Asset Management
N/A—17,199-17,199-100%$427.0K———
AE Wealth Management LLC
N/A—15,413-15,413-100%$383.5K———
Axis Wealth Partners, LLC
N/A—15,187-15,187-100%$377.8K———
Gentry Private Wealth, LLC
N/A—15,187-15,187-100%$377.9K———
Proactive Wealth Strategies LLC
N/A—15,052-15,052-100%$374.5K———
SHP Wealth Management
N/A—14,801-14,801-100%$368.3K———
Sequent Planning LLC
N/A—14,297-14,297-100%$355.7K———
Savvy Advisors, Inc.
N/A—13,373-13,373-100%$332.7K———
Financial Engines Advisors L.L.C.
N/A—12,813-12,813-100%$318.8K———
BlackDiamond Wealth Management, LLC
N/A—12,221-12,221-100%$300.9K———
Ellenbecker Investment Group
N/A—12,053-12,053-100%$299.9K———
Mayflower Financial Advisors, LLC
N/A—11,450-11,450-100%$284.9K———
Susquehanna International Group, LLP
N/A—9,500-9,500-100%$236.4K———
Blom & Howell Financial Planning, Inc.
N/A—9,077-9,077-100%$225.8K———
Merit Financial Group, LLC
N/A—8,912-8,912-100%$221.7K———
Octavia Wealth Advisors, LLC
N/A—8,830-8,830-100%$219.7K———
Fiduciary Financial Advisors
N/A—8,705-8,705-100%$216.5K———
Foundations Investment Advisors, LLC
N/A—8,185-8,185-100%$203.7K———
Northwestern Mutual Wealth Management Co
N/A—8,098-8,098-100%$201.5K———
Medallion Wealth Advisors, LLC
N/A—6,100-6,100-100%$151.8K———
BFC Planning, Inc.
N/A—5,577-5,577-100%$138.7K———
Qube Research & Technologies Ltd
N/A—4,722-4,722-100%$117.5K———
Basepoint Wealth LLC
N/A—3,710-3,710-100%$92.3K———
NI Acquisitions Company, LLC
N/A—3,159-3,159-100%$173.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,080-3,080-100%$76.6K———
TD Capital Management LLC
N/A—1,941-1,941-100%$48.3K———
IFG Advisory, LLC
N/A—1,908-1,908-100%$47.5K———
Strategic Wealth Partners, Ltd.
N/A—818-818-100%$20.4K———
Jones Financial Companies Lllp
N/A—625-625-100%$15.6K———
Cbiz Investment Advisory Services, LLC
N/A—619-619-100%$15.3K———
UBS Group AG
N/A—543-543-100%$13.5K———
Mpwm Advisory Solutions, LLC
N/A—423-423-100%$10.5K———
Keating Financial Advisory Services, Inc.
N/A—398-398-100%$9.9K———
Bank of Montreal
N/A—385-385-100%$9.6K———
HHM Wealth Advisors, LLC
N/A—112-112-100%$2.8K———
Bernard Wealth Management Corp.
N/A—110-110-100%$2.7K———
Dunhill Financial, LLC
N/A—88-88-100%$2.2K———
BNP Paribas Financial Markets
N/A—19-19-100%$473———
Tower Research Capital LLC (TRC)
N/A—16-16-100%$398———
Showing 286 of 286 institutions