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Franklin Dynamic Municipal B (FLMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,986,887 from 6,833,994
Change+1,152,893 (+17%)
Value$186.3M (+$14.2M)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares5,453,864 from 5,218,892
Change+234,972 (+5%)
Value$127.2M (-$4.2M)
Filed 2026-10-14
New England Private Wealth Advisors LLC
INCREASED
Shares842,408 from 835,986
Change+6,422 (+1%)
Value$19.6M (-$962.1K)
Filed 2026-10-19
Central Bank & Trust Co
INCREASED
Shares821,764 from 793,147
Change+28,617 (+4%)
Value$19.2M (-$800.0K)
Filed 2026-10-09
RFG Advisory, LLC
INCREASED
Shares739,557 from 613,288
Change+126,269 (+21%)
Value$17.2M (+$1.8M)
Filed 2026-11-03
Midwest Financial Partners Investments, Inc.
INCREASED
Shares568,023 from 534,969
Change+33,054 (+6%)
Value$13.2M (-$218.9K)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares537,394 from 503,404
Change+33,990 (+7%)
Value$12.5M (-$138.6K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares486,350 from 535,337
Change-48,987 (-9%)
Value$11.3M (-$2.1M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares446,832 from 318,150
Change+128,682 (+40%)
Value$10.4M (+$2.4M)
Filed 2026-11-02
MFA Wealth Advisors, LLC
DECREASED
Shares422,473 from 426,562
Change-4,089 (-1%)
Value$9.9M (-$884.5K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares402,162 from 402,254
Change-92 (0%)
Value$9.4M (-$746.3K)
Filed 2026-11-06
Asio Capital, LLC
INCREASED
Shares395,524 from 363,936
Change+31,588 (+9%)
Value$9.2M (+$63.4K)
Filed 2026-10-19
Prentice Wealth Management LLC
INCREASED
Shares353,359 from 330,459
Change+22,900 (+7%)
Value$8.2M (-$77.3K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares346,407 from 315,631
Change+30,776 (+10%)
Value$8.1M (+$134.0K)
Filed 2026-11-02
Fjell Capital, LLC
NEW
Shares302,177
Change+302,177
Value$7.0M
Filed 2026-10-13
Thrivent Financial for Lutherans
NEW
Shares288,517
Change+288,517
Value$6.7M
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares229,912 from 237,746
Change-7,834 (-3%)
Value$5.4M (-$622.5K)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares223,994 from 225,521
Change-1,527 (-1%)
Value$5.2M (-$452.8K)
Filed 2026-10-19
Wealth Alliance Advisory Group, LLC
DECREASED
Shares203,144 from 215,204
Change-12,060 (-6%)
Value$4.7M (-$679.4K)
Filed 2026-10-14
CGN Advisors LLC
INCREASED
Shares186,904 from 67,166
Change+119,738 (+178%)
Value$4.4M (+$2.7M)
Filed 2026-10-21
Certified Advisory Corp
DECREASED
Shares186,432 from 216,406
Change-29,974 (-14%)
Value$4.3M (-$1.1M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares168,226 from 148,097
Change+20,129 (+14%)
Value$3.9M (+$195.4K)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares160,756 from 53,069
Change+107,687 (+203%)
Value$3.7M (+$2.4M)
Filed 2026-10-28
Kennedy Investment Group, Inc.
INCREASED
Shares160,320 from 43,430
Change+116,890 (+269%)
Value$3.7M (+$2.6M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares153,362 from 163,497
Change-10,135 (-6%)
Value$3.6M (-$538.8K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares134,903 from 117,130
Change+17,773 (+15%)
Value$3.1M (+$197.8K)
Filed 2026-10-28
Robinson Smith Wealth Advisors LLC
DECREASED
Shares133,274 from 140,980
Change-7,706 (-5%)
Value$3.1M (-$440.5K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares130,743 from 105,308
Change+25,435 (+24%)
Value$3.1M (+$407.5K)
Filed 2026-10-15
One Degree Advisors Inc
INCREASED
Shares125,217 from 103,078
Change+22,139 (+21%)
Value$2.9M (+$328.8K)
Filed 2026-11-06
Madrid Wealth Management, LLC
UNCHANGED
Shares123,702 from 123,702
Change0 (0%)
Value$2.9M (-$228.8K)
Filed 2026-10-23
Hobart Private Capital, LLC
INCREASED
Shares123,558 from 92,311
Change+31,247 (+34%)
Value$2.9M (+$557.9K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares121,009 from 45,350
Change+75,659 (+167%)
Value$2.8M (+$1.7M)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares116,994 from 116,414
Change+580 (+1%)
Value$2.7M (-$201.8K)
Filed 2026-10-14
Embree Financial Group
INCREASED
Shares114,381 from 96,512
Change+17,869 (+19%)
Value$2.7M (+$238.1K)
Filed 2026-10-22
American Financial & TAX Strategies Inc
DECREASED
Shares112,434 from 117,046
Change-4,612 (-4%)
Value$2.6M (-$324.1K)
Filed 2026-10-16
Fire Capital Management LLC
INCREASED
Shares107,003 from 95,360
Change+11,643 (+12%)
Value$2.5M (+$95.1K)
Filed 2026-10-27
Arwa LLC
INCREASED
Shares102,568 from 96,455
Change+6,113 (+6%)
Value$2.4M (-$3.5K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED
Shares101,118 from 117,916
Change-16,798 (-14%)
Value$2.4M (-$609.9K)
Filed 2026-10-26
Landmark Wealth Management, LLC
INCREASED
Shares94,914 from 60,340
Change+34,574 (+57%)
Value$2.2M (+$694.6K)
Filed 2026-11-03
Leeward Financial Partners, LLC
DECREASED
Shares91,400 from 92,304
Change-904 (-1%)
Value$2.1M (-$191.9K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares86,512 from 77,825
Change+8,687 (+11%)
Value$2.0M (+$58.6K)
Filed 2026-11-06
ShoreHaven Wealth Partners, LLC
DECREASED
Shares75,862 from 101,728
Change-25,866 (-25%)
Value$1.8M (-$791.4K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares60,202 from 52,533
Change+7,669 (+15%)
Value$1.4M (+$81.7K)
Filed 2026-11-05
Uniting Wealth Partners, LLC
INCREASED
Shares58,011 from 52,057
Change+5,954 (+11%)
Value$1.4M (+$42.5K)
Filed 2026-11-06
XY Planning Network, Inc.
INCREASED
Shares56,381 from 43,649
Change+12,732 (+29%)
Value$1.3M (+$216.2K)
Filed 2026-10-14
SFG Wealth Management, Llc.
DECREASED
Shares51,520 from 53,674
Change-2,154 (-4%)
Value$1.2M (-$149.5K)
Filed 2026-10-23
TrueWealth Advisors, LLC
INCREASED
Shares49,760 from 46,319
Change+3,441 (+7%)
Value$1.2M (-$5.4K)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
INCREASED
Shares49,549 from 43,843
Change+5,706 (+13%)
Value$1.2M (+$51.9K)
Filed 2026-11-04
Clarity Retirement & Wealth, LLC
INCREASED
Shares49,244 from 48,425
Change+819 (+2%)
Value$1.1M (-$70.5K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares46,821 from 46,668
Change+153 (+0%)
Value$1.1M (-$82.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares44,013 from 36,810
Change+7,203 (+20%)
Value$1.0M (+$129.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares44,013 from 36,810
Change+7,203 (+20%)
Value$1.0M (+$129.2K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares43,879
Change+43,879
Value$1.0M
Filed 2026-10-30
Cedar Point Capital Partners, LLC
INCREASED
Shares43,659 from 42,723
Change+936 (+2%)
Value$1.0M (-$57.2K)
Filed 2026-10-29
Hicks Capital Management LLC
UNCHANGED
Shares43,031 from 43,031
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-20
Collaborative Wealth Managment Inc.
INCREASED
Shares41,962 from 41,423
Change+539 (+1%)
Value$978.6K (-$64.1K)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED
Shares41,284 from 96,209
Change-54,925 (-57%)
Value$962.7K (-$1.5M)
Filed 2026-10-14
Summit Financial Consulting LLC
INCREASED
Shares40,281 from 38,156
Change+2,125 (+6%)
Value$939.4K (-$21.0K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares39,455 from 37,148
Change+2,307 (+6%)
Value$920.1K (-$14.9K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares38,225 from 31,974
Change+6,251 (+20%)
Value$923.1K (+$118.3K)
Filed 2026-11-04
Oak Barrel Wealth Advisory LLC
INCREASED
Shares36,419 from 36,231
Change+188 (+1%)
Value$849.3K (-$62.6K)
Filed 2026-11-05
MMA Asset Management LLC
UNCHANGED
Shares36,399 from 36,399
Change0 (0%)
Value$848.8K (-$67.3K)
Filed 2026-11-02
Philip James Wealth Mangement, LLC
INCREASED
Shares36,151 from 35,767
Change+384 (+1%)
Value$843.0K (-$57.2K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares35,777 from 25,049
Change+10,728 (+43%)
Value$834.3K (+$203.8K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares32,342 from 34,394
Change-2,052 (-6%)
Value$754.2K (-$111.5K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares30,904 from 32,389
Change-1,485 (-5%)
Value$720.7K (-$94.5K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares29,662 from 27,535
Change+2,127 (+8%)
Value$691.7K (-$1.3K)
Filed 2026-11-05
D.A. Davidson & Co.
UNCHANGED
Shares29,189 from 29,189
Change0 (0%)
Value$680.7K (-$54.0K)
Filed 2026-10-28
True Blue Financial, LLC
INCREASED
Shares29,177 from 15,283
Change+13,894 (+91%)
Value$680.4K (+$295.7K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares28,656 from 26,376
Change+2,280 (+9%)
Value$668.3K (+$4.4K)
Filed 2026-11-05
Milestones Private Investment Advisors LLC
DECREASED
Shares28,587 from 29,856
Change-1,269 (-4%)
Value$666.6K (-$84.8K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares28,200 from 43,800
Change-15,600 (-36%)
Value$657.6K (-$444.8K)
Filed 2026-10-22
Tortoise Investment Management, LLC
INCREASED
Shares27,000 from 25,000
Change+2,000 (+8%)
Value$629.6K (+$390)
Filed 2026-11-06
Good Harbor Advisors, Inc.
UNCHANGED
Shares26,650 from 26,650
Change0 (0%)
Value$621.5K (-$49.3K)
Filed 2026-10-20
Tenzing Financial LLC
INCREASED
Shares24,725 from 23,290
Change+1,435 (+6%)
Value$584.0K (-$822)
Filed 2026-11-03
Financial Partners Group, Inc
INCREASED
Shares24,421 from 13,719
Change+10,702 (+78%)
Value$569.5K (+$224.2K)
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares24,258 from 22,899
Change+1,359 (+6%)
Value$565.7K (-$10.7K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares21,835 from 14,335
Change+7,500 (+52%)
Value$509.2K (+$148.4K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares21,775 from 21,872
Change-97 (0%)
Value$507.8K (-$42.7K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares21,617 from 14,032
Change+7,585 (+54%)
Value$504.1K (+$150.9K)
Filed 2026-10-13
Verus Wealth Management, LLC
DECREASED
Shares20,830 from 22,421
Change-1,591 (-7%)
Value$485.8K (-$78.6K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares20,736 from 30,691
Change-9,955 (-32%)
Value$483.6K (-$277.3K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares20,472 from 20,257
Change+215 (+1%)
Value$477.4K (-$32.5K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares20,461 from 8,734
Change+11,727 (+134%)
Value$477.2K (+$257.3K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares20,000 from 15,400
Change+4,600 (+30%)
Value$467.2K (+$81.0K)
Filed 2026-11-02
Gerald Baker Financial Group LLC
INCREASED
Shares19,199 from 15,168
Change+4,031 (+27%)
Value$447.7K (+$65.9K)
Filed 2026-10-09
Vicus Capital
NEW
Shares18,168
Change+18,168
Value$423.7K
Filed 2026-11-05
Hidden Cove Wealth Management, LLC
DECREASED
Shares17,687 from 37,857
Change-20,170 (-53%)
Value$412.5K (-$540.4K)
Filed 2026-10-19
Integrity Wealth Advisors, Inc.
NEW
Shares16,773
Change+16,773
Value$391.1K
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares16,403 from 16,385
Change+18 (+0%)
Value$382.5K (-$29.9K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
NEW
Shares16,363
Change+16,363
Value$381.6K
Filed 2026-11-02
Destiny Wealth Partners, LLC
NEW
Shares16,008
Change+16,008
Value$385.6K
Filed 2026-11-05
Mallini Complete Financial Planning LLC
INCREASED
Shares15,757 from 15,592
Change+165 (+1%)
Value$367.5K (-$25.0K)
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,449 from 71,759
Change-56,310 (-78%)
Value$357.6K (-$1.4M)
Filed 2026-10-13
Bill Few Associates, Inc.
UNCHANGED
Shares15,302 from 15,302
Change0 (0%)
Value$356.8K (-$28.3K)
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares15,153 from 17,092
Change-1,939 (-11%)
Value$353.4K (-$76.8K)
Filed 2026-10-05
PW Nova Financial Services LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$349.8K (-$27.8K)
Filed 2026-10-15
Howard Wealth Management, LLC
INCREASED
Shares13,399 from 12,672
Change+727 (+6%)
Value$312.5K (-$6.5K)
Filed 2026-10-28
NewSquare Capital LLC
INCREASED
Shares13,313 from 12,961
Change+352 (+3%)
Value$310.5K (-$15.8K)
Filed 2026-11-06
Winebrenner Capital Management LLC
INCREASED
Shares13,032 from 12,000
Change+1,032 (+9%)
Value$303.9K (+$1.9K)
Filed 2026-10-07
Davenport & Co LLC
INCREASED
Shares12,751 from 9,241
Change+3,510 (+38%)
Value$297.3K (+$64.8K)
Filed 2026-10-14
Visionary Wealth Advisors
NEW
Shares12,648
Change+12,648
Value$295.0K
Filed 2026-11-04
Value Investment Professionals, LLC
NEW
Shares12,508
Change+12,508
Value$291.7K
Filed 2026-10-13
Phoenix Wealth Advisors
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$279.8K (-$22.2K)
Filed 2026-11-03
Advisor Resource Council
DECREASED
Shares11,964 from 15,994
Change-4,030 (-25%)
Value$278.8K (-$122.8K)
Filed 2026-11-05
Breakwater Capital Group
NEW
Shares11,124
Change+11,124
Value$259.4K
Filed 2026-10-09
Victory Financial Group, LLC
INCREASED
Shares11,013 from 9,319
Change+1,694 (+18%)
Value$256.8K (+$22.3K)
Filed 2026-10-27
Beverly Hills Private Wealth, LLC
DECREASED
Shares10,400 from 10,935
Change-535 (-5%)
Value$242.5K (-$32.7K)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
NEW
Shares10,194
Change+10,194
Value$237.7K
Filed 2026-10-22
Valued Retirements, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$233.2K (-$18.5K)
Filed 2026-11-06
Base Wealth Management LLC
NEW
Shares9,666
Change+9,666
Value$225.4K
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares9,457 from 9,291
Change+166 (+2%)
Value$220.5K (-$13.3K)
Filed 2026-11-05
Magnus Financial Group LLC
NEW
Shares9,447
Change+9,447
Value$220.3K
Filed 2026-10-21
Latitude Advisors, LLC
INCREASED
Shares8,783 from 8,691
Change+92 (+1%)
Value$204.8K (-$13.9K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
NEW
Shares8,681
Change+8,681
Value$202.5K
Filed 2026-10-29
TD Private Client Wealth LLC
UNCHANGED
Shares6,623 from 6,623
Change0 (0%)
Value$154.4K (-$12.3K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,000 from 4,000
Change+1,000 (+25%)
Value$116.6K (+$15.9K)
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares4,881
Change+4,881
Value$113.8K
Filed 2026-11-05
Triumph Capital Management
NEW
Shares3,531
Change+3,531
Value$82.3K
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares2,969 from 701
Change+2,268 (+324%)
Value$69.2K (+$51.6K)
Filed 2026-10-29
Gamma Investing LLC
DECREASED
Shares2,357 from 2,365
Change-8 (0%)
Value$55.0K (-$4.6K)
Filed 2026-10-08
Allworth Financial LP
NEW
Shares1,000
Change+1,000
Value$25.2K
Filed 2026-11-06
CoreCap Advisors, LLC
NEW
Shares928
Change+928
Value$21.6K
Filed 2026-10-08
US Bancorp \de\
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$12.9K (-$1.0K)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares299 from 21,476
Change-21,177 (-99%)
Value$7.0K (-$533.6K)
Filed 2026-10-21
Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$702 (-$55)
Filed 2026-10-09
Legacy CG, LLC
CLOSED
Shares0 from 646,293
Change-646,293 (-100%)
Value$0 (-$16.3M)
Filed 2026-10-30
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 351,200
Change-351,200 (-100%)
Value$0 (-$8.8M)
Filed 2026-10-21
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 140,149
Change-140,149 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-07
Penney Financial, LLC
CLOSED
Shares0 from 124,597
Change-124,597 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-20
Peck Wealth Management, LLC
CLOSED
Shares0 from 32,905
Change-32,905 (-100%)
Value$0 (-$828.2K)
Filed 2026-10-29
Aire Advisors, LLC
CLOSED
Shares0 from 16,490
Change-16,490 (-100%)
Value$0 (-$415.1K)
Filed 2026-10-22
Wedmont Private Capital
CLOSED
Shares0 from 16,354
Change-16,354 (-100%)
Value$0 (-$408.9K)
Filed 2026-10-09
Blueprint Investment Partners LLC
CLOSED
Shares0 from 11,078
Change-11,078 (-100%)
Value$0 (-$278.8K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
CLOSED
Shares0 from 11,078
Change-11,078 (-100%)
Value$0 (-$278.8K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 10,861
Change-10,861 (-100%)
Value$0 (-$273.4K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 9,073
Change-9,073 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-21
Moneco Advisors, LLC
CLOSED
Shares0 from 8,026
Change-8,026 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-05
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 7,977
Change-7,977 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 754
Change-754 (-100%)
Value$0 (-$18.7K)
Filed 2026-10-16
Ameriprise Financial Inc
N/A
Shares— from 4,511,937
Change-4,511,937 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,297,486
Change-3,297,486 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,366,974
Change-2,366,974 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,318,768
Change-2,318,768 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,166,734
Change-2,166,734 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,909,455
Change-1,909,455 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,615,619
Change-1,615,619 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,262,532
Change-1,262,532 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,223,504
Change-1,223,504 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,183,760
Change-1,183,760 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,019,918
Change-1,019,918 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 967,787
Change-967,787 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 937,454
Change-937,454 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 844,950
Change-844,950 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 835,217
Change-835,217 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 669,892
Change-669,892 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 618,326
Change-618,326 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 584,966
Change-584,966 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 543,310
Change-543,310 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 470,914
Change-470,914 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 444,075
Change-444,075 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 369,979
Change-369,979 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 326,915
Change-326,915 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 314,712
Change-314,712 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 306,697
Change-306,697 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 264,522
Change-264,522 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 260,803
Change-260,803 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 247,527
Change-247,527 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 228,168
Change-228,168 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 227,632
Change-227,632 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 222,089
Change-222,089 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 209,380
Change-209,380 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 185,052
Change-185,052 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 180,942
Change-180,942 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 174,220
Change-174,220 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 167,167
Change-167,167 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 161,880
Change-161,880 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 149,287
Change-149,287 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 135,023
Change-135,023 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 127,313
Change-127,313 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 126,316
Change-126,316 (-100%)
Value—
Croban
N/A
Shares— from 124,855
Change-124,855 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 116,476
Change-116,476 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 109,590
Change-109,590 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 104,630
Change-104,630 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 86,762
Change-86,762 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 83,020
Change-83,020 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 79,108
Change-79,108 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 76,377
Change-76,377 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 73,957
Change-73,957 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 69,290
Change-69,290 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 68,930
Change-68,930 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65,582
Change-65,582 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 65,289
Change-65,289 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 62,570
Change-62,570 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 61,915
Change-61,915 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 60,396
Change-60,396 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 58,241
Change-58,241 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 48,788
Change-48,788 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 44,798
Change-44,798 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 41,776
Change-41,776 (-100%)
Value—
&partners
N/A
Shares— from 41,474
Change-41,474 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 41,187
Change-41,187 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 39,745
Change-39,745 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,981
Change-38,981 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 37,059
Change-37,059 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,655
Change-34,655 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 34,550
Change-34,550 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 34,481
Change-34,481 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 34,469
Change-34,469 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 34,312
Change-34,312 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,717
Change-33,717 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 33,687
Change-33,687 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 29,857
Change-29,857 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 28,540
Change-28,540 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 27,667
Change-27,667 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 26,567
Change-26,567 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 25,335
Change-25,335 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,198
Change-24,198 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 24,039
Change-24,039 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23,545
Change-23,545 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,196
Change-23,196 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,839
Change-22,839 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 12,398
Change-12,398 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,895
Change-11,895 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,529
Change-11,529 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 10,574
Change-10,574 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20
Change-20 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,986,8876,833,994+1,152,893+17%$172.0M$186.3M+$14.2M2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED5,453,8645,218,892+234,972+5%$131.4M$127.2M-$4.2M2026-10-14
New England Private Wealth Advisors LLC
INCREASED842,408835,986+6,422+1%$20.6M$19.6M-$962.1K2026-10-19
Central Bank & Trust Co
INCREASED821,764793,147+28,617+4%$20.0M$19.2M-$800.0K2026-10-09
RFG Advisory, LLC
INCREASED739,557613,288+126,269+21%$15.4M$17.2M+$1.8M2026-11-03
Midwest Financial Partners Investments, Inc.
INCREASED568,023534,969+33,054+6%$13.5M$13.2M-$218.9K2026-10-08
Bank of New York Mellon Corp
INCREASED537,394503,404+33,990+7%$12.7M$12.5M-$138.6K2026-11-05
Truist Financial Corp
DECREASED486,350535,337-48,987-9%$13.5M$11.3M-$2.1M2026-10-30
Commonwealth Equity Services, LLC
INCREASED446,832318,150+128,682+40%$8.0M$10.4M+$2.4M2026-11-02
MFA Wealth Advisors, LLC
DECREASED422,473426,562-4,089-1%$10.7M$9.9M-$884.5K2026-10-07
Kestra Private Wealth Services, LLC
DECREASED402,162402,254-920%$10.1M$9.4M-$746.3K2026-11-06
Asio Capital, LLC
INCREASED395,524363,936+31,588+9%$9.2M$9.2M+$63.4K2026-10-19
Prentice Wealth Management LLC
INCREASED353,359330,459+22,900+7%$8.3M$8.2M-$77.3K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED346,407315,631+30,776+10%$7.9M$8.1M+$134.0K2026-11-02
Fjell Capital, LLC
NEW302,177—+302,177——$7.0M—2026-10-13
Thrivent Financial for Lutherans
NEW288,517—+288,517——$6.7M—2026-11-05
VestGen Advisors, LLC
DECREASED229,912237,746-7,834-3%$6.0M$5.4M-$622.5K2026-10-27
Retirement Planning Group, LLC
DECREASED223,994225,521-1,527-1%$5.7M$5.2M-$452.8K2026-10-19
Wealth Alliance Advisory Group, LLC
DECREASED203,144215,204-12,060-6%$5.4M$4.7M-$679.4K2026-10-14
CGN Advisors LLC
INCREASED186,90467,166+119,738+178%$1.7M$4.4M+$2.7M2026-10-21
Certified Advisory Corp
DECREASED186,432216,406-29,974-14%$5.4M$4.3M-$1.1M2026-10-29
Kestra Advisory Services, LLC
INCREASED168,226148,097+20,129+14%$3.7M$3.9M+$195.4K2026-11-02
Cullen T Bankers, Inc.
INCREASED160,75653,069+107,687+203%$1.3M$3.7M+$2.4M2026-10-28
Kennedy Investment Group, Inc.
INCREASED160,32043,430+116,890+269%$1.1M$3.7M+$2.6M2026-10-21
Concurrent Investment Advisors, LLC
DECREASED153,362163,497-10,135-6%$4.1M$3.6M-$538.8K2026-10-16
Buck Wealth Strategies, LLC
INCREASED134,903117,130+17,773+15%$2.9M$3.1M+$197.8K2026-10-28
Robinson Smith Wealth Advisors LLC
DECREASED133,274140,980-7,706-5%$3.5M$3.1M-$440.5K2026-10-22
AdvisorNet Financial, Inc
INCREASED130,743105,308+25,435+24%$2.7M$3.1M+$407.5K2026-10-15
One Degree Advisors Inc
INCREASED125,217103,078+22,139+21%$2.6M$2.9M+$328.8K2026-11-06
Madrid Wealth Management, LLC
UNCHANGED123,702123,70200%$3.1M$2.9M-$228.8K2026-10-23
Hobart Private Capital, LLC
INCREASED123,55892,311+31,247+34%$2.3M$2.9M+$557.9K2026-10-19
Axxcess Wealth Management, LLC
INCREASED121,00945,350+75,659+167%$1.1M$2.8M+$1.7M2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED116,994116,414+580+1%$2.9M$2.7M-$201.8K2026-10-14
Embree Financial Group
INCREASED114,38196,512+17,869+19%$2.4M$2.7M+$238.1K2026-10-22
American Financial & TAX Strategies Inc
DECREASED112,434117,046-4,612-4%$2.9M$2.6M-$324.1K2026-10-16
Fire Capital Management LLC
INCREASED107,00395,360+11,643+12%$2.4M$2.5M+$95.1K2026-10-27
Arwa LLC
INCREASED102,56896,455+6,113+6%$2.4M$2.4M-$3.5K2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED101,118117,916-16,798-14%$3.0M$2.4M-$609.9K2026-10-26
Landmark Wealth Management, LLC
INCREASED94,91460,340+34,574+57%$1.5M$2.2M+$694.6K2026-11-03
Leeward Financial Partners, LLC
DECREASED91,40092,304-904-1%$2.3M$2.1M-$191.9K2026-10-23
PNC Financial Services Group, Inc.
INCREASED86,51277,825+8,687+11%$2.0M$2.0M+$58.6K2026-11-06
ShoreHaven Wealth Partners, LLC
DECREASED75,862101,728-25,866-25%$2.6M$1.8M-$791.4K2026-10-16
Meridian Wealth Management, LLC
INCREASED60,20252,533+7,669+15%$1.3M$1.4M+$81.7K2026-11-05
Uniting Wealth Partners, LLC
INCREASED58,01152,057+5,954+11%$1.3M$1.4M+$42.5K2026-11-06
XY Planning Network, Inc.
INCREASED56,38143,649+12,732+29%$1.1M$1.3M+$216.2K2026-10-14
SFG Wealth Management, Llc.
DECREASED51,52053,674-2,154-4%$1.4M$1.2M-$149.5K2026-10-23
TrueWealth Advisors, LLC
INCREASED49,76046,319+3,441+7%$1.2M$1.2M-$5.4K2026-10-09
Cornerstone Wealth Management, LLC
INCREASED49,54943,843+5,706+13%$1.1M$1.2M+$51.9K2026-11-04
Clarity Retirement & Wealth, LLC
INCREASED49,24448,425+819+2%$1.2M$1.1M-$70.5K2026-11-04
Private Trust Co NA
INCREASED46,82146,668+153+0%$1.2M$1.1M-$82.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED44,01336,810+7,203+20%$910.0K$1.0M+$129.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED44,01336,810+7,203+20%$910.0K$1.0M+$129.2K2026-10-20
Provenance Wealth Advisors, LLC
NEW43,879—+43,879——$1.0M—2026-10-30
Cedar Point Capital Partners, LLC
INCREASED43,65942,723+936+2%$1.1M$1.0M-$57.2K2026-10-29
Hicks Capital Management LLC
UNCHANGED43,03143,03100%$1.1M$1.1M$02026-10-20
Collaborative Wealth Managment Inc.
INCREASED41,96241,423+539+1%$1.0M$978.6K-$64.1K2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED41,28496,209-54,925-57%$2.4M$962.7K-$1.5M2026-10-14
Summit Financial Consulting LLC
INCREASED40,28138,156+2,125+6%$960.4K$939.4K-$21.0K2026-10-15
Golden State Wealth Management, LLC
INCREASED39,45537,148+2,307+6%$935.0K$920.1K-$14.9K2026-11-02
Prospera Financial Services Inc
INCREASED38,22531,974+6,251+20%$804.8K$923.1K+$118.3K2026-11-04
Oak Barrel Wealth Advisory LLC
INCREASED36,41936,231+188+1%$911.9K$849.3K-$62.6K2026-11-05
MMA Asset Management LLC
UNCHANGED36,39936,39900%$916.2K$848.8K-$67.3K2026-11-02
Philip James Wealth Mangement, LLC
INCREASED36,15135,767+384+1%$900.3K$843.0K-$57.2K2026-10-27
IFP Advisors, Inc
INCREASED35,77725,049+10,728+43%$630.5K$834.3K+$203.8K2026-10-16
Sigma Planning Corp
DECREASED32,34234,394-2,052-6%$865.7K$754.2K-$111.5K2026-10-23
Spire Wealth Management
DECREASED30,90432,389-1,485-5%$815.2K$720.7K-$94.5K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED29,66227,535+2,127+8%$693.1K$691.7K-$1.3K2026-11-05
D.A. Davidson & Co.
UNCHANGED29,18929,18900%$734.7K$680.7K-$54.0K2026-10-28
True Blue Financial, LLC
INCREASED29,17715,283+13,894+91%$384.7K$680.4K+$295.7K2026-10-15
Nations Financial Group Inc,
INCREASED28,65626,376+2,280+9%$663.9K$668.3K+$4.4K2026-11-05
Milestones Private Investment Advisors LLC
DECREASED28,58729,856-1,269-4%$751.5K$666.6K-$84.8K2026-10-19
Perigon Wealth Management, LLC
DECREASED28,20043,800-15,600-36%$1.1M$657.6K-$444.8K2026-10-22
Tortoise Investment Management, LLC
INCREASED27,00025,000+2,000+8%$629.3K$629.6K+$3902026-11-06
Good Harbor Advisors, Inc.
UNCHANGED26,65026,65000%$670.8K$621.5K-$49.3K2026-10-20
Tenzing Financial LLC
INCREASED24,72523,290+1,435+6%$584.8K$584.0K-$8222026-11-03
Financial Partners Group, Inc
INCREASED24,42113,719+10,702+78%$345.3K$569.5K+$224.2K2026-10-19
First Heartland Consultants, Inc.
INCREASED24,25822,899+1,359+6%$576.4K$565.7K-$10.7K2026-10-08
Oppenheimer & Co Inc
INCREASED21,83514,335+7,500+52%$360.8K$509.2K+$148.4K2026-10-26
Atria Investments, Inc
DECREASED21,77521,872-970%$550.5K$507.8K-$42.7K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED21,61714,032+7,585+54%$353.2K$504.1K+$150.9K2026-10-13
Verus Wealth Management, LLC
DECREASED20,83022,421-1,591-7%$564.3K$485.8K-$78.6K2026-10-13
SAX Wealth Advisors, LLC
DECREASED20,73630,691-9,955-32%$760.8K$483.6K-$277.3K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED20,47220,257+215+1%$509.9K$477.4K-$32.5K2026-10-26
Vise Technologies, Inc.
INCREASED20,4618,734+11,727+134%$219.8K$477.2K+$257.3K2026-10-29
International Assets Investment Management, LLC
INCREASED20,00015,400+4,600+30%$386.2K$467.2K+$81.0K2026-11-02
Gerald Baker Financial Group LLC
INCREASED19,19915,168+4,031+27%$381.8K$447.7K+$65.9K2026-10-09
Vicus Capital
NEW18,168—+18,168——$423.7K—2026-11-05
Hidden Cove Wealth Management, LLC
DECREASED17,68737,857-20,170-53%$952.9K$412.5K-$540.4K2026-10-19
Integrity Wealth Advisors, Inc.
NEW16,773—+16,773——$391.1K—2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED16,40316,385+18+0%$412.4K$382.5K-$29.9K2026-11-03
BridgePort Financial Solutions, LLC
NEW16,363—+16,363——$381.6K—2026-11-02
Destiny Wealth Partners, LLC
NEW16,008—+16,008——$385.6K—2026-11-05
Mallini Complete Financial Planning LLC
INCREASED15,75715,592+165+1%$392.5K$367.5K-$25.0K2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED15,44971,759-56,310-78%$1.8M$357.6K-$1.4M2026-10-13
Bill Few Associates, Inc.
UNCHANGED15,30215,30200%$385.2K$356.8K-$28.3K2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED15,15317,092-1,939-11%$430.2K$353.4K-$76.8K2026-10-05
PW Nova Financial Services LLC
UNCHANGED15,00015,00000%$377.6K$349.8K-$27.8K2026-10-15
Howard Wealth Management, LLC
INCREASED13,39912,672+727+6%$319.0K$312.5K-$6.5K2026-10-28
NewSquare Capital LLC
INCREASED13,31312,961+352+3%$326.2K$310.5K-$15.8K2026-11-06
Winebrenner Capital Management LLC
INCREASED13,03212,000+1,032+9%$302.0K$303.9K+$1.9K2026-10-07
Davenport & Co LLC
INCREASED12,7519,241+3,510+38%$232.6K$297.3K+$64.8K2026-10-14
Visionary Wealth Advisors
NEW12,648—+12,648——$295.0K—2026-11-04
Value Investment Professionals, LLC
NEW12,508—+12,508——$291.7K—2026-10-13
Phoenix Wealth Advisors
UNCHANGED12,00012,00000%$302.0K$279.8K-$22.2K2026-11-03
Advisor Resource Council
DECREASED11,96415,994-4,030-25%$401.6K$278.8K-$122.8K2026-11-05
Breakwater Capital Group
NEW11,124—+11,124——$259.4K—2026-10-09
Victory Financial Group, LLC
INCREASED11,0139,319+1,694+18%$234.6K$256.8K+$22.3K2026-10-27
Beverly Hills Private Wealth, LLC
DECREASED10,40010,935-535-5%$275.2K$242.5K-$32.7K2026-11-04
Symphony Financial, Ltd. Co.
NEW10,194—+10,194——$237.7K—2026-10-22
Valued Retirements, Inc.
UNCHANGED10,00010,00000%$251.7K$233.2K-$18.5K2026-11-06
Base Wealth Management LLC
NEW9,666—+9,666——$225.4K—2026-10-21
Fifth Third Bancorp
INCREASED9,4579,291+166+2%$233.9K$220.5K-$13.3K2026-11-05
Magnus Financial Group LLC
NEW9,447—+9,447——$220.3K—2026-10-21
Latitude Advisors, LLC
INCREASED8,7838,691+92+1%$218.7K$204.8K-$13.9K2026-10-27
Summit Wealth Group LLC / Co
NEW8,681—+8,681——$202.5K—2026-10-29
TD Private Client Wealth LLC
UNCHANGED6,6236,62300%$166.7K$154.4K-$12.3K2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED5,0004,000+1,000+25%$100.7K$116.6K+$15.9K2026-10-19
Jacobi Capital Management LLC
NEW4,881—+4,881——$113.8K—2026-11-05
Triumph Capital Management
NEW3,531—+3,531——$82.3K—2026-10-14
Signature Equity Partners, LLC
INCREASED2,969701+2,268+324%$17.6K$69.2K+$51.6K2026-10-29
Gamma Investing LLC
DECREASED2,3572,365-80%$59.5K$55.0K-$4.6K2026-10-08
Allworth Financial LP
NEW1,000—+1,000——$25.2K—2026-11-06
CoreCap Advisors, LLC
NEW928—+928——$21.6K—2026-10-08
US Bancorp \de\
UNCHANGED55355300%$13.9K$12.9K-$1.0K2026-11-05
Assetmark, Inc
DECREASED29921,476-21,177-99%$540.6K$7.0K-$533.6K2026-10-21
Trust Co
UNCHANGED303000%$757$702-$552026-10-09
Legacy CG, LLC
CLOSED0646,293-646,293-100%$16.3M$0-$16.3M2026-10-30
Ocean Park Asset Management, LLC
CLOSED0351,200-351,200-100%$8.8M$0-$8.8M2026-10-21
FIG Financial Advisory Services Inc
CLOSED0140,149-140,149-100%$3.5M$0-$3.5M2026-10-07
Penney Financial, LLC
CLOSED0124,597-124,597-100%$3.1M$0-$3.1M2026-10-20
Peck Wealth Management, LLC
CLOSED032,905-32,905-100%$828.2K$0-$828.2K2026-10-29
Aire Advisors, LLC
CLOSED016,490-16,490-100%$415.1K$0-$415.1K2026-10-22
Wedmont Private Capital
CLOSED016,354-16,354-100%$408.9K$0-$408.9K2026-10-09
Blueprint Investment Partners LLC
CLOSED011,078-11,078-100%$278.8K$0-$278.8K2026-10-28
Blueprint Financial Advisors LLC
CLOSED011,078-11,078-100%$278.8K$0-$278.8K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED010,861-10,861-100%$273.4K$0-$273.4K2026-10-14
Wealthcare Advisory Partners LLC
CLOSED09,073-9,073-100%$228.4K$0-$228.4K2026-10-21
Moneco Advisors, LLC
CLOSED08,026-8,026-100%$202.0K$0-$202.0K2026-11-05
Riverbend Wealth Management, LLC
CLOSED07,977-7,977-100%$200.8K$0-$200.8K2026-10-15
Cornerstone Planning Group LLC
CLOSED0754-754-100%$18.7K$0-$18.7K2026-10-16
Ameriprise Financial Inc
N/A—4,511,937-4,511,937-100%$113.5M———
Bank of America Corp
N/A—3,297,486-3,297,486-100%$83.0M———
Meeder Advisory Services, Inc.
N/A—2,366,974-2,366,974-100%$59.6M———
Wells Fargo & Company
N/A—2,318,768-2,318,768-100%$58.4M———
Morgan Stanley
N/A—2,166,734-2,166,734-100%$54.5M———
Raymond James Financial Inc
N/A—1,909,455-1,909,455-100%$48.1M———
Cetera Investment Advisers
N/A—1,615,619-1,615,619-100%$40.7M———
Focus Partners Wealth
N/A—1,262,532-1,262,532-100%$31.8M———
Composition Wealth, LLC
N/A—1,223,504-1,223,504-100%$30.8M———
Axiom Financial Strategies, LLC
N/A—1,183,760-1,183,760-100%$29.8M———
Jane Street Group, LLC
N/A—1,019,918-1,019,918-100%$25.7M———
Sanctuary Advisors, LLC
N/A—967,787-967,787-100%$24.4M———
Osaic Holdings, Inc.
N/A—937,454-937,454-100%$23.6M———
HighTower Advisors, LLC
N/A—844,950-844,950-100%$21.3M———
Waverly Advisors, LLC
N/A—835,217-835,217-100%$21.0M———
Envestnet Asset Management Inc
N/A—669,892-669,892-100%$16.9M———
Stifel Financial Corp
N/A—618,326-618,326-100%$15.6M———
Private Advisor Group, LLC
N/A—584,966-584,966-100%$14.7M———
Jones Financial Companies Lllp
N/A—543,310-543,310-100%$13.7M———
AE Wealth Management LLC
N/A—470,914-470,914-100%$11.9M———
Orion Porfolio Solutions, LLC
N/A—444,075-444,075-100%$11.2M———
NewEdge Advisors, LLC
N/A—369,979-369,979-100%$9.3M———
JPMorgan Chase & Co
N/A—326,915-326,915-100%$8.2M———
Beacon Bridge Wealth Partners, LLC
N/A—314,712-314,712-100%$7.9M———
MML Investors Services, LLC
N/A—306,697-306,697-100%$7.7M———
Equitable Holdings, Inc.
N/A—264,522-264,522-100%$6.7M———
Franklin Resources Inc
N/A—260,803-260,803-100%$6.6M———
HighPoint Advisor Group LLC
N/A—247,527-247,527-100%$6.2M———
BlueStem Wealth Partners, LLC
N/A—228,168-228,168-100%$5.7M———
Hancock Whitney Corp
N/A—227,632-227,632-100%$5.7M———
Legacy Financial Advisors, Inc.
N/A—222,089-222,089-100%$5.6M———
Northwestern Mutual Wealth Management Co
N/A—209,380-209,380-100%$5.3M———
Stratos Investment Management, LLC
N/A—185,052-185,052-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—180,942-180,942-100%$4.6M———
Royal Bank of Canada
N/A—174,220-174,220-100%$4.4M———
Stratos Wealth Advisors, LLC
N/A—167,167-167,167-100%$4.2M———
Summit Financial, LLC
N/A—161,880-161,880-100%$4.1M———
Elequin Capital, LP
N/A—149,287-149,287-100%$3.8M———
Smartleaf Asset Management LLC
N/A—135,023-135,023-100%$3.4M———
AssuredPartners Investment Advisors, LLC
N/A—127,313-127,313-100%$3.2M———
Sequent Planning LLC
N/A—126,316-126,316-100%$3.2M———
Croban
N/A—124,855-124,855-100%$3.1M———
O'shaughnessy Asset Management, LLC
N/A—116,476-116,476-100%$2.9M———
Natixis Advisors, LLC
N/A—109,590-109,590-100%$2.8M———
Janney Montgomery Scott LLC
N/A—104,630-104,630-100%$2.6M———
Benjamin Edwards Inc
N/A—86,762-86,762-100%$2.2M———
Advisory Services Network, LLC
N/A—83,020-83,020-100%$2.1M———
IHT Wealth Management, LLC
N/A—79,108-79,108-100%$2.0M———
Abound Financial, LLC
N/A—76,377-76,377-100%$1.9M———
Geneos Wealth Management Inc.
N/A—73,957-73,957-100%$1.9M———
Adapt Wealth Advisors, LLC
N/A—69,290-69,290-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—68,930-68,930-100%$1.7M———
Global Retirement Partners, LLC
N/A—65,582-65,582-100%$1.7M———
Old Mission Capital LLC
N/A—65,289-65,289-100%$1.6M———
Harbour Investments, Inc.
N/A—62,570-62,570-100%$1.6M———
Coastal Bridge Advisors, LLC
N/A—61,915-61,915-100%$1.6M———
Evergreen Wealth Partners LLC
N/A—60,396-60,396-100%$1.5M———
Quadrature Capital Ltd
N/A—58,241-58,241-100%$1.5M———
Advyzon Investment Management, LLC
N/A—48,788-48,788-100%$1.2M———
Beto Financial Group, LLC
N/A—44,798-44,798-100%$1.1M———
Essex Financial Services, Inc.
N/A—41,776-41,776-100%$1.1M———
&partners
N/A—41,474-41,474-100%$1.0M———
Wulff, Hansen & Co.
N/A—41,187-41,187-100%$1.0M———
Rockefeller Capital Management L.P.
N/A—39,745-39,745-100%$1.0M———
Goldman Sachs Group Inc
N/A—38,981-38,981-100%$981.2K———
Vista Investment Management
N/A—37,059-37,059-100%$932.8K———
Integrated Wealth Concepts LLC
N/A—34,655-34,655-100%$872.3K———
Per Stirling Capital Management, Llc.
N/A—34,550-34,550-100%$869.6K———
Cresset Asset Management, LLC
N/A—34,481-34,481-100%$867.9K———
Smart Money Group LLC
N/A—34,469-34,469-100%$867.6K———
SHP Wealth Management
N/A—34,312-34,312-100%$863.6K———
Citadel Advisors LLC
N/A—33,717-33,717-100%$848.7K———
Gladstone Institutional Advisory LLC
N/A—33,687-33,687-100%$847.9K———
Captrust Financial Advisors
N/A—29,857-29,857-100%$751.5K———
Kintra Wealth, LLC
N/A—28,540-28,540-100%$707.5K———
Tulsa Wealth Advisors, Inc
N/A—27,667-27,667-100%$696.4K———
WCG Wealth Advisors LLC
N/A—26,567-26,567-100%$668.7K———
Pinnacle Financial Partners, Inc.
N/A—25,335-25,335-100%$637.7K———
Principal Securities, Inc.
N/A—24,198-24,198-100%$609.1K———
Members Advisory Group LLC
N/A—24,039-24,039-100%$605.1K———
National Bank of Canada
N/A—24,000-24,000-100%$603.6K———
IFG Advisory, LLC
N/A—23,545-23,545-100%$592.6K———
Great Valley Advisor Group, Inc.
N/A—23,196-23,196-100%$583.8K———
Western Wealth Management, LLC
N/A—22,839-22,839-100%$574.9K———
Arkadios Wealth Advisors
N/A—14,097-14,097-100%$354.8K———
Cary Street Partners Financial LLC
N/A—12,500-12,500-100%$314.6K———
Castle Wealth Management LLC
N/A—12,398-12,398-100%$312.1K———
Baird Financial Group, Inc.
N/A—11,895-11,895-100%$299.4K———
Capital Analysts, LLC
N/A—11,529-11,529-100%$290.0K———
Quantinno Capital Management LP
N/A—10,590-10,590-100%$266.6K———
Wrapmanager Inc
N/A—10,574-10,574-100%$266.1K———
Brookwood Investment Group LLC
N/A—10,109-10,109-100%$254.4K———
Gateway Wealth Partners, LLC
N/A—9,715-9,715-100%$244.5K———
NorthRock Partners, LLC
N/A—9,704-9,704-100%$244.3K———
OneDigital Investment Advisors LLC
N/A—9,697-9,697-100%$244.1K———
Continuum Advisory, LLC
N/A—9,300-9,300-100%$234.1K———
Duncan Williams Asset Management, LLC
N/A—8,142-8,142-100%$204.9K———
Hayek Kallen Investment Management
N/A—8,000-8,000-100%$201.0K———
Mpwm Advisory Solutions, LLC
N/A—7,126-7,126-100%$179.4K———
Fiduciary Financial Advisors
N/A—6,807-6,807-100%$171.3K———
SouthState Bank Corp
N/A—5,752-5,752-100%$144.8K———
Ameritas Investment Partners, Inc.
N/A—4,709-4,709-100%$118.5K———
Quent Capital, LLC
N/A—242-242-100%$6.1K———
Hantz Financial Services, Inc.
N/A—147-147-100%$4———
BNP Paribas Financial Markets
N/A—20-20-100%$503———
UBS Group AG
N/A—8-8-100%$201———
Showing 246 of 246 institutions