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Global X MLP ETF (MLPA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares1,717,664 from 1,775,266
Change-57,602 (-3%)
Value$91.4M (-$2.8M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,121,683 from 922,223
Change+199,460 (+22%)
Value$59.7M (+$10.8M)
Filed 2026-11-06
Tradewinds Capital Management, LLC
NEW
Shares742,898
Change+742,898
Value$39.6M
Filed 2026-10-23
Madrid Financial Services
DECREASED
Shares484,213 from 488,670
Change-4,457 (-1%)
Value$25.8M (-$159.1K)
Filed 2026-11-03
Evergreen Capital Management LLC
INCREASED
Shares483,845 from 478,511
Change+5,334 (+1%)
Value$25.8M (+$360.6K)
Filed 2026-10-23
Gradient Investments LLC
DECREASED
Shares426,189 from 436,144
Change-9,955 (-2%)
Value$22.7M (-$460.2K)
Filed 2026-10-08
Tectonic Advisors LLC
INCREASED
Shares286,377 from 277,970
Change+8,407 (+3%)
Value$15.2M (+$492.0K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares260,089 from 250,248
Change+9,841 (+4%)
Value$13.8M (+$564.0K)
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED
Shares228,004 from 227,634
Change+370 (+0%)
Value$12.1M (+$56.1K)
Filed 2026-10-09
Advisors Management Group Inc
DECREASED
Shares216,537 from 218,447
Change-1,910 (-1%)
Value$11.5M (-$67.0K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares213,722 from 191,084
Change+22,638 (+12%)
Value$11.4M (+$1.2M)
Filed 2026-10-28
Barry Investment Advisors, LLC
INCREASED
Shares206,457 from 205,167
Change+1,290 (+1%)
Value$11.0M (+$101.5K)
Filed 2026-10-14
MBL Wealth, LLC
INCREASED
Shares165,496 from 155,692
Change+9,804 (+6%)
Value$8.8M (+$546.9K)
Filed 2026-10-22
Private Advisory Group LLC
DECREASED
Shares137,503 from 157,059
Change-19,556 (-12%)
Value$7.3M (-$1.0M)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares110,419 from 108,309
Change+2,110 (+2%)
Value$5.9M (+$129.7K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares102,552 from 108,246
Change-5,694 (-5%)
Value$5.5M (-$285.8K)
Filed 2026-11-05
Clear Trail Advisors, LLC
DECREASED
Shares101,864 from 106,513
Change-4,649 (-4%)
Value$5.4M (-$230.4K)
Filed 2026-10-20
Point Nemo Capital, LLC
DECREASED
Shares85,707 from 98,478
Change-12,771 (-13%)
Value$4.6M (-$664.1K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares79,519 from 80,236
Change-717 (-1%)
Value$4.2M (-$25.3K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares78,126 from 76,439
Change+1,687 (+2%)
Value$4.2M (+$104.5K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED
Shares76,819 from 76,775
Change+44 (+0%)
Value$4.1M (+$14.6K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares73,830 from 74,845
Change-1,015 (-1%)
Value$3.9M (-$42.1K)
Filed 2026-11-03
Strong Tower Advisory Services
INCREASED
Shares71,510 from 70,782
Change+728 (+1%)
Value$3.8M (+$50.1K)
Filed 2026-10-13
Valen Private Capital, LLC
NEW
Shares70,854
Change+70,854
Value$3.8M
Filed 2026-10-23
Adams Asset Advisors, LLC
INCREASED
Shares67,781 from 65,919
Change+1,862 (+3%)
Value$3.6M (+$109.7K)
Filed 2026-10-08
Capital Advisors Wealth Management, LLC
INCREASED
Shares66,108 from 64,160
Change+1,948 (+3%)
Value$3.5M (+$114.0K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares60,254 from 42,304
Change+17,950 (+42%)
Value$3.2M (+$962.5K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares55,581 from 44,450
Change+11,131 (+25%)
Value$3.0M (+$600.0K)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares50,153 from 48,900
Change+1,253 (+3%)
Value$2.7M (+$74.6K)
Filed 2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares49,243 from 47,911
Change+1,332 (+3%)
Value$2.6M (+$78.6K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares48,838 from 45,850
Change+2,988 (+7%)
Value$2.6M (+$166.4K)
Filed 2026-10-28
Asset Allocation Strategies LLC
INCREASED
Shares47,990 from 38,422
Change+9,568 (+25%)
Value$2.6M (+$515.6K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares47,956 from 48,086
Change-130 (0%)
Value$2.6M (+$755)
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
NEW
Shares45,032
Change+45,032
Value$2.4M
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares41,779 from 40,637
Change+1,142 (+3%)
Value$2.3M (+$101.6K)
Filed 2026-10-13
Guild Investment Management, Inc.
INCREASED
Shares41,420 from 41,120
Change+300 (+1%)
Value$2.2M (+$22.6K)
Filed 2026-11-03
Americana Partners, LLC
DECREASED
Shares39,325 from 39,725
Change-400 (-1%)
Value$2.1M (-$14.9K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares33,134 from 23,134
Change+10,000 (+43%)
Value$1.8M (+$536.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares33,053 from 31,669
Change+1,384 (+4%)
Value$1.8M (+$78.7K)
Filed 2026-11-02
Thor Investment Management Inc
DECREASED
Shares32,378 from 32,839
Change-461 (-1%)
Value$1.7M (-$19.3K)
Filed 2026-10-13
Demars Financial Group, LLC
INCREASED
Shares31,057 from 29,292
Change+1,765 (+6%)
Value$1.7M (+$98.7K)
Filed 2026-10-22
LFG Wealth Partners, LLC
INCREASED
Shares28,523 from 26,477
Change+2,046 (+8%)
Value$1.5M (+$113.2K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares26,976 from 26,348
Change+628 (+2%)
Value$1.4M (+$37.7K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares26,930 from 27,856
Change-926 (-3%)
Value$1.4M (-$44.8K)
Filed 2026-11-05
Charles Schwab Trust Co
UNCHANGED
Shares26,021 from 26,021
Change0 (0%)
Value$1.4M (+$4.2K)
Filed 2026-10-15
Centurion Wealth Management LLC
INCREASED
Shares25,785 from 24,348
Change+1,437 (+6%)
Value$1.4M (+$80.4K)
Filed 2026-10-13
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares25,000 from 9,000
Change+16,000 (+178%)
Value$1.3M (+$853.3K)
Filed 2026-10-29
Alpine Bank Wealth Management
INCREASED
Shares22,676 from 20,220
Change+2,456 (+12%)
Value$1.2M (+$134.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
INCREASED
Shares21,294 from 19,515
Change+1,779 (+9%)
Value$1.1M (+$110.9K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares20,002 from 19,687
Change+315 (+2%)
Value$1.1M (+$19.9K)
Filed 2026-10-23
Lido Advisors, LLC
DECREASED
Shares19,850 from 21,164
Change-1,314 (-6%)
Value$1.1M (-$66.6K)
Filed 2026-11-04
Lynx Capital Group LTD
DECREASED
Shares19,792 from 19,840
Change-48 (0%)
Value$1.1M (+$614)
Filed 2026-11-04
TT Capital Management LLC
INCREASED
Shares18,500 from 16,200
Change+2,300 (+14%)
Value$984.9K (+$125.0K)
Filed 2026-10-15
Endowment Wealth Management, Inc.
INCREASED
Shares18,049 from 13,767
Change+4,282 (+31%)
Value$960.9K (+$230.2K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares16,354 from 12,371
Change+3,983 (+32%)
Value$870.7K (+$214.1K)
Filed 2026-10-23
Valley National Advisers Inc
DECREASED
Shares15,958 from 16,036
Change-78 (0%)
Value$849.6K (-$1.6K)
Filed 2026-10-23
Rockland Trust Co
DECREASED
Shares15,249 from 19,330
Change-4,081 (-21%)
Value$811.9K (-$214.2K)
Filed 2026-10-05
Bank of New York Mellon Corp
NEW
Shares15,241
Change+15,241
Value$811.4K
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares14,278 from 14,238
Change+40 (+0%)
Value$760.2K (+$4.4K)
Filed 2026-10-29
Leisure Capital Management
DECREASED
Shares14,049 from 14,271
Change-222 (-2%)
Value$748.0K (-$9.5K)
Filed 2026-11-03
HB Wealth Management, LLC
UNCHANGED
Shares13,409 from 13,409
Change0 (0%)
Value$713.9K (+$2.1K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares12,711 from 17,387
Change-4,676 (-27%)
Value$676.7K (-$246.2K)
Filed 2026-11-02
Morton Capital Management LLC
UNCHANGED
Shares12,626 from 12,626
Change0 (0%)
Value$672.2K (+$2.0K)
Filed 2026-10-23
Hurley Capital, LLC
NEW
Shares12,338
Change+12,338
Value$656.9K
Filed 2026-11-05
Fermata Advisors, LLC
DECREASED
Shares12,113 from 13,177
Change-1,064 (-8%)
Value$644.9K (-$54.6K)
Filed 2026-10-13
Indivisible Partners
NEW
Shares11,897
Change+11,897
Value$633.4K
Filed 2026-10-26
Future Financial Wealth Managment LLC
UNCHANGED
Shares11,704 from 11,704
Change0 (0%)
Value$623.1K (-$37.0K)
Filed 2026-10-15
Naples Global Advisors, LLC
INCREASED
Shares11,483 from 11,323
Change+160 (+1%)
Value$611.4K (+$10.3K)
Filed 2026-11-05
Friedenthal Financial
INCREASED
Shares10,613 from 10,490
Change+123 (+1%)
Value$565.0K (+$8.2K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED
Shares10,495 from 6,867
Change+3,628 (+53%)
Value$558.7K (+$194.2K)
Filed 2026-10-26
Chilton Capital Management LLC
INCREASED
Shares10,263 from 9,300
Change+963 (+10%)
Value$546.4K (+$52.8K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares9,967 from 9,832
Change+135 (+1%)
Value$530.6K (+$8.7K)
Filed 2026-10-30
Sowell Financial Services LLC
UNCHANGED
Shares9,920 from 9,920
Change0 (0%)
Value$528.1K (+$1.6K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,860 from 7,579
Change+2,281 (+30%)
Value$525.0K (+$122.6K)
Filed 2026-10-16
Inscription Capital, LLC
UNCHANGED
Shares9,438 from 9,438
Change0 (0%)
Value$502.5K (+$1.5K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
DECREASED
Shares8,510 from 9,137
Change-627 (-7%)
Value$464.5K (-$50.9K)
Filed 2026-10-27
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares8,258 from 8,110
Change+148 (+2%)
Value$439.7K (+$9.2K)
Filed 2026-10-19
Aprio Wealth Management, LLC
NEW
Shares8,169
Change+8,169
Value$434.9K
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares7,899 from 7,637
Change+262 (+3%)
Value$420.5K (+$15.2K)
Filed 2026-10-16
Equitable Trust Co
UNCHANGED
Shares7,808 from 7,808
Change0 (0%)
Value$415.7K (+$1.2K)
Filed 2026-10-13
Ryan Investment Management, Inc.
INCREASED
Shares7,806 from 5,171
Change+2,635 (+51%)
Value$415.6K (+$141.1K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
NEW
Shares7,562
Change+7,562
Value$402.6K
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares7,300 from 6,300
Change+1,000 (+16%)
Value$388.7K (+$54.2K)
Filed 2026-11-03
Anson Capital, Inc.
NEW
Shares7,285
Change+7,285
Value$387.9K
Filed 2026-10-23
Occidental Asset Management, LLC
NEW
Shares7,126
Change+7,126
Value$379.4K
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares6,967 from 6,967
Change0 (0%)
Value$370.9K (+$1.1K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
DECREASED
Shares6,774 from 6,787
Change-13 (0%)
Value$360.6K (+$391)
Filed 2026-11-06
Madison Park Capital Advisors, LLC
DECREASED
Shares6,744 from 46,628
Change-39,884 (-86%)
Value$359.1K (-$83.0K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares6,694 from 6,236
Change+458 (+7%)
Value$356.4K (+$25.4K)
Filed 2026-10-23
Eagle Strategies LLC
DECREASED
Shares6,114 from 6,184
Change-70 (-1%)
Value$325.5K (-$2.7K)
Filed 2026-10-16
Meredith Wealth Planning
UNCHANGED
Shares5,961 from 5,961
Change0 (0%)
Value$317.4K (+$954)
Filed 2026-10-14
Hudock, Inc.
INCREASED
Shares5,895 from 5,842
Change+53 (+1%)
Value$313.9K (+$3.8K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares5,785 from 5,395
Change+390 (+7%)
Value$308.0K (+$21.6K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
INCREASED
Shares5,779 from 5,668
Change+111 (+2%)
Value$310.2K (+$2.3K)
Filed 2026-10-21
Value Investment Professionals, LLC
INCREASED
Shares5,540 from 5,532
Change+8 (+0%)
Value$294.9K (+$1.3K)
Filed 2026-10-13
Redwood Family Wealth LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$292.8K (+$880)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
NEW
Shares5,420
Change+5,420
Value$288.6K
Filed 2026-11-02
Meixler Investment Management, Ltd.
DECREASED
Shares5,298 from 63,228
Change-57,930 (-92%)
Value$282.1K (-$3.1M)
Filed 2026-11-03
FF Advisors,LLC
DECREASED
Shares5,071 from 5,883
Change-812 (-14%)
Value$270.0K (-$42.3K)
Filed 2026-10-21
APS Management Group, Inc.
DECREASED
Shares5,014 from 19,203
Change-14,189 (-74%)
Value$266.9K (-$752.3K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$266.2K (+$800)
Filed 2026-10-05
Worth Asset Management, LLC
NEW
Shares4,908
Change+4,908
Value$261.3K
Filed 2026-10-07
SAX Wealth Advisors, LLC
NEW
Shares4,810
Change+4,810
Value$256.1K
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares4,755 from 5,221
Change-466 (-9%)
Value$253.2K (-$24.0K)
Filed 2026-11-05
Legacy Wealth Management, LLC / MS
UNCHANGED
Shares4,706 from 4,706
Change0 (0%)
Value$250.5K (+$753)
Filed 2026-10-30
Capital Investment Advisors, LLC
INCREASED
Shares4,656 from 4,589
Change+67 (+1%)
Value$247.9K (+$4.3K)
Filed 2026-10-22
Reicon Wealth Advisors, LLC
DECREASED
Shares4,490 from 4,600
Change-110 (-2%)
Value$239.0K (-$5.1K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares4,424 from 6,039
Change-1,615 (-27%)
Value$235.5K (-$85.0K)
Filed 2026-11-06
Venture Visionary Partners LLC
DECREASED
Shares4,319 from 4,406
Change-87 (-2%)
Value$230.0K (-$3.9K)
Filed 2026-10-07
SWS Partners
DECREASED
Shares4,096 from 4,112
Change-16 (0%)
Value$218.0K (-$221)
Filed 2026-10-26
Blue Trust, Inc.
INCREASED
Shares4,016 from 3,199
Change+817 (+26%)
Value$213.8K (+$44.0K)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$210.3K (+$632)
Filed 2026-11-03
Level Four Advisory Services, LLC
NEW
Shares3,910
Change+3,910
Value$208.2K
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares3,891
Change+3,891
Value$208.0K
Filed 2026-11-03
Flagship Harbor Advisors, LLC
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$205.0K (+$616)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares3,778 from 4,757
Change-979 (-21%)
Value$201.1K (-$51.4K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$173.0K (+$520)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares2,854 from 2,840
Change+14 (+0%)
Value$151.9K (+$1.2K)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares2,810 from 2,784
Change+26 (+1%)
Value$149.6K (+$1.8K)
Filed 2026-10-15
NBH Bank
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$119.8K (+$360)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares2,013 from 1,666
Change+347 (+21%)
Value$107.0K (+$106.9K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,666 from 1,666
Change0 (0%)
Value$88.7K (+$267)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$65.8K (+$198)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares775 from 708
Change+67 (+9%)
Value$41.3K (+$3.7K)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$39.5K (+$119)
Filed 2026-11-03
Register Financial Advisors LLC
INCREASED
Shares660 from 385
Change+275 (+71%)
Value$35.1K (+$14.7K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares659 from 625
Change+34 (+5%)
Value$35.1K (+$1.9K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares620 from 370
Change+250 (+68%)
Value$33.0K (+$13.4K)
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
NEW
Shares584
Change+584
Value$31.1K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$29.7K (+$89)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares490 from 400
Change+90 (+23%)
Value$26.1K (+$4.9K)
Filed 2026-11-03
Community Bank, N.A.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$25.6K (+$77)
Filed 2026-11-06
Blueline Advisors LLC
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$23.1K (+$70)
Filed 2026-10-15
Fortitude Family Office, LLC
NEW
Shares300
Change+300
Value$16.0K
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$14.7K (+$193)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.3K (+$40)
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
NEW
Shares248
Change+248
Value$13.2K
Filed 2026-10-13
SJS Investment Consulting Inc.
NEW
Shares200
Change+200
Value$10.6K
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$8.1K (+$24)
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$7.2K (+$22)
Filed 2026-10-02
CoreCap Advisors, LLC
INCREASED
Shares131 from 129
Change+2 (+2%)
Value$7.0K (+$146)
Filed 2026-10-08
Pathway Financial Advisers, LLC
NEW
Shares125
Change+125
Value$6.6K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares101 from 25
Change+76 (+304%)
Value$5.4K (+$4.1K)
Filed 2026-10-21
Fortis Group Advisors, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$5.0K (+$15)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares82
Change+82
Value$4.4K
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.0K (+$12)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares59
Change+59
Value$3.2K
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.7K (+$8)
Filed 2026-11-02
Salomon & Ludwin, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.7K (+$18)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.4K (+$4)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.3K (+$26)
Filed 2026-10-30
New England Capital Financial Advisors LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$373 (+$1)
Filed 2026-11-03
SBI Securities Co., Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$319 (+$1)
Filed 2026-10-22
Burk Holdings LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$160 (+$1)
Filed 2026-11-05
Columbus Macro, LLC
CLOSED
Shares0 from 117,458
Change-117,458 (-100%)
Value$0 (-$6.2M)
Filed 2026-10-14
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 6,452
Change-6,452 (-100%)
Value$0 (-$342.5K)
Filed 2026-10-20
ProVise Management Group, LLC
CLOSED
Shares0 from 5,420
Change-5,420 (-100%)
Value$0 (-$287.7K)
Filed 2026-11-06
LifeGoal Investments, LLC
CLOSED
Shares0 from 4,039
Change-4,039 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-09
Citigroup Inc
CLOSED
Shares0 from 3,103
Change-3,103 (-100%)
Value$0 (-$164.7K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,809
Change-1,809 (-100%)
Value$0 (-$96.0K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 923
Change-923 (-100%)
Value$0 (-$49.0K)
Filed 2026-10-07
Bokf, NA
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-27
UMB Bank, n.a.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 4,875,179
Change-4,875,179 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,348,455
Change-3,348,455 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,128,270
Change-1,128,270 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,030,318
Change-1,030,318 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 661,393
Change-661,393 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 546,034
Change-546,034 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 373,651
Change-373,651 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 368,127
Change-368,127 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 282,310
Change-282,310 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 279,377
Change-279,377 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 273,639
Change-273,639 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 212,176
Change-212,176 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 201,119
Change-201,119 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 192,242
Change-192,242 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 175,672
Change-175,672 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 152,983
Change-152,983 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 149,900
Change-149,900 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 138,095
Change-138,095 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 129,984
Change-129,984 (-100%)
Value—
Stephens Inc
N/A
Shares— from 124,690
Change-124,690 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 121,318
Change-121,318 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 104,618
Change-104,618 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 91,846
Change-91,846 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 89,755
Change-89,755 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 78,469
Change-78,469 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 73,929
Change-73,929 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 69,436
Change-69,436 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,634
Change-63,634 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 54,751
Change-54,751 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 51,306
Change-51,306 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 48,573
Change-48,573 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 45,166
Change-45,166 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 40,019
Change-40,019 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 37,898
Change-37,898 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 36,302
Change-36,302 (-100%)
Value—
Blair William & Co
N/A
Shares— from 34,960
Change-34,960 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,213
Change-33,213 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 32,763
Change-32,763 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,592
Change-30,592 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 27,653
Change-27,653 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 27,428
Change-27,428 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,276
Change-26,276 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 25,914
Change-25,914 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,587
Change-25,587 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,679
Change-24,679 (-100%)
Value—
&partners
N/A
Shares— from 24,357
Change-24,357 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 24,208
Change-24,208 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,844
Change-23,844 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,776
Change-18,776 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 18,215
Change-18,215 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,277
Change-17,277 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,796
Change-15,796 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,959
Change-13,959 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,455
Change-13,455 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 13,301
Change-13,301 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,871
Change-12,871 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 12,384
Change-12,384 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,561
Change-11,561 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,498
Change-11,498 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 11,082
Change-11,082 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,151
Change-9,151 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 8,331
Change-8,331 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,429
Change-6,429 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,668
Change-5,668 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,483
Change-5,483 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 500
Change-500 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 492
Change-492 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 218
Change-218 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
DECREASED1,717,6641,775,266-57,602-3%$94.2M$91.4M-$2.8M2026-11-02
LPL Financial LLC
INCREASED1,121,683922,223+199,460+22%$49.0M$59.7M+$10.8M2026-11-06
Tradewinds Capital Management, LLC
NEW742,898—+742,898——$39.6M—2026-10-23
Madrid Financial Services
DECREASED484,213488,670-4,457-1%$25.9M$25.8M-$159.1K2026-11-03
Evergreen Capital Management LLC
INCREASED483,845478,511+5,334+1%$25.4M$25.8M+$360.6K2026-10-23
Gradient Investments LLC
DECREASED426,189436,144-9,955-2%$23.2M$22.7M-$460.2K2026-10-08
Tectonic Advisors LLC
INCREASED286,377277,970+8,407+3%$14.8M$15.2M+$492.0K2026-10-22
Greenspring Advisors, LLC
INCREASED260,089250,248+9,841+4%$13.3M$13.8M+$564.0K2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED228,004227,634+370+0%$12.1M$12.1M+$56.1K2026-10-09
Advisors Management Group Inc
DECREASED216,537218,447-1,910-1%$11.6M$11.5M-$67.0K2026-11-05
Exchange Traded Concepts, LLC
INCREASED213,722191,084+22,638+12%$10.1M$11.4M+$1.2M2026-10-28
Barry Investment Advisors, LLC
INCREASED206,457205,167+1,290+1%$10.9M$11.0M+$101.5K2026-10-14
MBL Wealth, LLC
INCREASED165,496155,692+9,804+6%$8.3M$8.8M+$546.9K2026-10-22
Private Advisory Group LLC
DECREASED137,503157,059-19,556-12%$8.3M$7.3M-$1.0M2026-11-06
Almanack Investment Partners, Llc.
INCREASED110,419108,309+2,110+2%$5.7M$5.9M+$129.7K2026-11-03
Fifth Third Bancorp
DECREASED102,552108,246-5,694-5%$5.7M$5.5M-$285.8K2026-11-05
Clear Trail Advisors, LLC
DECREASED101,864106,513-4,649-4%$5.7M$5.4M-$230.4K2026-10-20
Point Nemo Capital, LLC
DECREASED85,70798,478-12,771-13%$5.2M$4.6M-$664.1K2026-11-03
Pinnacle Associates LTD
DECREASED79,51980,236-717-1%$4.3M$4.2M-$25.3K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED78,12676,439+1,687+2%$4.1M$4.2M+$104.5K2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED76,81976,775+44+0%$4.1M$4.1M+$14.6K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED73,83074,845-1,015-1%$4.0M$3.9M-$42.1K2026-11-03
Strong Tower Advisory Services
INCREASED71,51070,782+728+1%$3.8M$3.8M+$50.1K2026-10-13
Valen Private Capital, LLC
NEW70,854—+70,854——$3.8M—2026-10-23
Adams Asset Advisors, LLC
INCREASED67,78165,919+1,862+3%$3.5M$3.6M+$109.7K2026-10-08
Capital Advisors Wealth Management, LLC
INCREASED66,10864,160+1,948+3%$3.4M$3.5M+$114.0K2026-10-09
Farther Finance Advisors, LLC
INCREASED60,25442,304+17,950+42%$2.2M$3.2M+$962.5K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED55,58144,450+11,131+25%$2.4M$3.0M+$600.0K2026-11-02
AlphaCore Capital LLC
INCREASED50,15348,900+1,253+3%$2.6M$2.7M+$74.6K2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED49,24347,911+1,332+3%$2.5M$2.6M+$78.6K2026-11-04
D.A. Davidson & Co.
INCREASED48,83845,850+2,988+7%$2.4M$2.6M+$166.4K2026-10-28
Asset Allocation Strategies LLC
INCREASED47,99038,422+9,568+25%$2.0M$2.6M+$515.6K2026-10-20
RFG Advisory, LLC
DECREASED47,95648,086-1300%$2.6M$2.6M+$7552026-11-03
Prevail Innovative Wealth Advisors, LLC
NEW45,032—+45,032——$2.4M—2026-10-20
Krilogy Financial LLC
INCREASED41,77940,637+1,142+3%$2.2M$2.3M+$101.6K2026-10-13
Guild Investment Management, Inc.
INCREASED41,42041,120+300+1%$2.2M$2.2M+$22.6K2026-11-03
Americana Partners, LLC
DECREASED39,32539,725-400-1%$2.1M$2.1M-$14.9K2026-10-28
Independent Financial Group, LLC
INCREASED33,13423,134+10,000+43%$1.2M$1.8M+$536.1K2026-10-13
Commonwealth Equity Services, LLC
INCREASED33,05331,669+1,384+4%$1.7M$1.8M+$78.7K2026-11-02
Thor Investment Management Inc
DECREASED32,37832,839-461-1%$1.7M$1.7M-$19.3K2026-10-13
Demars Financial Group, LLC
INCREASED31,05729,292+1,765+6%$1.6M$1.7M+$98.7K2026-10-22
LFG Wealth Partners, LLC
INCREASED28,52326,477+2,046+8%$1.4M$1.5M+$113.2K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED26,97626,348+628+2%$1.4M$1.4M+$37.7K2026-11-05
Moneco Advisors, LLC
DECREASED26,93027,856-926-3%$1.5M$1.4M-$44.8K2026-11-05
Charles Schwab Trust Co
UNCHANGED26,02126,02100%$1.4M$1.4M+$4.2K2026-10-15
Centurion Wealth Management LLC
INCREASED25,78524,348+1,437+6%$1.3M$1.4M+$80.4K2026-10-13
Sumitomo Mitsui Trust Group, Inc.
INCREASED25,0009,000+16,000+178%$477.7K$1.3M+$853.3K2026-10-29
Alpine Bank Wealth Management
INCREASED22,67620,220+2,456+12%$1.1M$1.2M+$134.0K2026-10-16
International Assets Investment Management, LLC
INCREASED21,29419,515+1,779+9%$1.0M$1.1M+$110.9K2026-11-02
Sigma Planning Corp
INCREASED20,00219,687+315+2%$1.0M$1.1M+$19.9K2026-10-23
Lido Advisors, LLC
DECREASED19,85021,164-1,314-6%$1.1M$1.1M-$66.6K2026-11-04
Lynx Capital Group LTD
DECREASED19,79219,840-480%$1.1M$1.1M+$6142026-11-04
TT Capital Management LLC
INCREASED18,50016,200+2,300+14%$859.9K$984.9K+$125.0K2026-10-15
Endowment Wealth Management, Inc.
INCREASED18,04913,767+4,282+31%$730.7K$960.9K+$230.2K2026-11-03
Apollon Wealth Management, LLC
INCREASED16,35412,371+3,983+32%$656.6K$870.7K+$214.1K2026-10-23
Valley National Advisers Inc
DECREASED15,95816,036-780%$851.2K$849.6K-$1.6K2026-10-23
Rockland Trust Co
DECREASED15,24919,330-4,081-21%$1.0M$811.9K-$214.2K2026-10-05
Bank of New York Mellon Corp
NEW15,241—+15,241——$811.4K—2026-11-05
Stevens Capital Partners
INCREASED14,27814,238+40+0%$755.8K$760.2K+$4.4K2026-10-29
Leisure Capital Management
DECREASED14,04914,271-222-2%$757.5K$748.0K-$9.5K2026-11-03
HB Wealth Management, LLC
UNCHANGED13,40913,40900%$711.8K$713.9K+$2.1K2026-10-23
Kestra Advisory Services, LLC
DECREASED12,71117,387-4,676-27%$922.9K$676.7K-$246.2K2026-11-02
Morton Capital Management LLC
UNCHANGED12,62612,62600%$670.2K$672.2K+$2.0K2026-10-23
Hurley Capital, LLC
NEW12,338—+12,338——$656.9K—2026-11-05
Fermata Advisors, LLC
DECREASED12,11313,177-1,064-8%$699.5K$644.9K-$54.6K2026-10-13
Indivisible Partners
NEW11,897—+11,897——$633.4K—2026-10-26
Future Financial Wealth Managment LLC
UNCHANGED11,70411,70400%$660.1K$623.1K-$37.0K2026-10-15
Naples Global Advisors, LLC
INCREASED11,48311,323+160+1%$601.0K$611.4K+$10.3K2026-11-05
Friedenthal Financial
INCREASED10,61310,490+123+1%$556.8K$565.0K+$8.2K2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED10,4956,867+3,628+53%$364.5K$558.7K+$194.2K2026-10-26
Chilton Capital Management LLC
INCREASED10,2639,300+963+10%$493.6K$546.4K+$52.8K2026-10-28
Truist Financial Corp
INCREASED9,9679,832+135+1%$521.9K$530.6K+$8.7K2026-10-30
Sowell Financial Services LLC
UNCHANGED9,9209,92000%$526.6K$528.1K+$1.6K2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED9,8607,579+2,281+30%$402.3K$525.0K+$122.6K2026-10-16
Inscription Capital, LLC
UNCHANGED9,4389,43800%$501.0K$502.5K+$1.5K2026-11-02
Chicago Partners Investment Group LLC
DECREASED8,5109,137-627-7%$515.3K$464.5K-$50.9K2026-10-27
Spectrum Asset Management, Inc. (NB )
INCREASED8,2588,110+148+2%$430.5K$439.7K+$9.2K2026-10-19
Aprio Wealth Management, LLC
NEW8,169—+8,169——$434.9K—2026-10-28
IFP Advisors, Inc
INCREASED7,8997,637+262+3%$405.4K$420.5K+$15.2K2026-10-16
Equitable Trust Co
UNCHANGED7,8087,80800%$414.4K$415.7K+$1.2K2026-10-13
Ryan Investment Management, Inc.
INCREASED7,8065,171+2,635+51%$274.5K$415.6K+$141.1K2026-10-20
Concurrent Investment Advisors, LLC
NEW7,562—+7,562——$402.6K—2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED7,3006,300+1,000+16%$334.4K$388.7K+$54.2K2026-11-03
Anson Capital, Inc.
NEW7,285—+7,285——$387.9K—2026-10-23
Occidental Asset Management, LLC
NEW7,126—+7,126——$379.4K—2026-11-05
Badgley Phelps Wealth Managers, LLC
UNCHANGED6,9676,96700%$369.8K$370.9K+$1.1K2026-10-22
Institute for Wealth Management, Llc.
DECREASED6,7746,787-130%$360.2K$360.6K+$3912026-11-06
Madison Park Capital Advisors, LLC
DECREASED6,74446,628-39,884-86%$442.0K$359.1K-$83.0K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED6,6946,236+458+7%$331.0K$356.4K+$25.4K2026-10-23
Eagle Strategies LLC
DECREASED6,1146,184-70-1%$328.2K$325.5K-$2.7K2026-10-16
Meredith Wealth Planning
UNCHANGED5,9615,96100%$316.4K$317.4K+$9542026-10-14
Hudock, Inc.
INCREASED5,8955,842+53+1%$310.1K$313.9K+$3.8K2026-10-14
Rossby Financial, LCC
INCREASED5,7855,395+390+7%$286.4K$308.0K+$21.6K2026-11-05
Kraft, Davis & Associates, LLC
INCREASED5,7795,668+111+2%$307.9K$310.2K+$2.3K2026-10-21
Value Investment Professionals, LLC
INCREASED5,5405,532+8+0%$293.7K$294.9K+$1.3K2026-10-13
Redwood Family Wealth LLC
UNCHANGED5,5005,50000%$291.9K$292.8K+$8802026-10-20
SeaBridge Investment Advisors LLC
NEW5,420—+5,420——$288.6K—2026-11-02
Meixler Investment Management, Ltd.
DECREASED5,29863,228-57,930-92%$3.4M$282.1K-$3.1M2026-11-03
FF Advisors,LLC
DECREASED5,0715,883-812-14%$312.3K$270.0K-$42.3K2026-10-21
APS Management Group, Inc.
DECREASED5,01419,203-14,189-74%$1.0M$266.9K-$752.3K2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED5,0005,00000%$265.4K$266.2K+$8002026-10-05
Worth Asset Management, LLC
NEW4,908—+4,908——$261.3K—2026-10-07
SAX Wealth Advisors, LLC
NEW4,810—+4,810——$256.1K—2026-10-13
WBH Advisory Inc
DECREASED4,7555,221-466-9%$277.1K$253.2K-$24.0K2026-11-05
Legacy Wealth Management, LLC / MS
UNCHANGED4,7064,70600%$249.8K$250.5K+$7532026-10-30
Capital Investment Advisors, LLC
INCREASED4,6564,589+67+1%$243.6K$247.9K+$4.3K2026-10-22
Reicon Wealth Advisors, LLC
DECREASED4,4904,600-110-2%$244.2K$239.0K-$5.1K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED4,4246,039-1,615-27%$320.5K$235.5K-$85.0K2026-11-06
Venture Visionary Partners LLC
DECREASED4,3194,406-87-2%$233.9K$230.0K-$3.9K2026-10-07
SWS Partners
DECREASED4,0964,112-160%$218.3K$218.0K-$2212026-10-26
Blue Trust, Inc.
INCREASED4,0163,199+817+26%$169.8K$213.8K+$44.0K2026-10-15
Evolution Wealth Advisors, LLC
UNCHANGED3,9503,95000%$209.7K$210.3K+$6322026-11-03
Level Four Advisory Services, LLC
NEW3,910—+3,910——$208.2K—2026-11-06
M Holdings Securities, Inc.
NEW3,891—+3,891——$208.0K—2026-11-03
Flagship Harbor Advisors, LLC
UNCHANGED3,8503,85000%$204.4K$205.0K+$6162026-10-26
Choreo, LLC
DECREASED3,7784,757-979-21%$252.5K$201.1K-$51.4K2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED3,2503,25000%$172.5K$173.0K+$5202026-11-06
Lanark Financial, Inc.
INCREASED2,8542,840+14+0%$150.8K$151.9K+$1.2K2026-10-26
Nfsg Corp
INCREASED2,8102,784+26+1%$147.8K$149.6K+$1.8K2026-10-15
NBH Bank
UNCHANGED2,2502,25000%$119.4K$119.8K+$3602026-11-05
Capital Advisors, Ltd. LLC
INCREASED2,0131,666+347+21%$88$107.0K+$106.9K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED1,6661,66600%$88.4K$88.7K+$2672026-10-23
Montag A & Associates Inc
UNCHANGED1,2361,23600%$65.6K$65.8K+$1982026-10-29
Pinnacle Wealth Planning Services, Inc.
INCREASED775708+67+9%$37.6K$41.3K+$3.7K2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED74174100%$39.3K$39.5K+$1192026-11-03
Register Financial Advisors LLC
INCREASED660385+275+71%$20.4K$35.1K+$14.7K2026-10-23
US Bancorp \de\
INCREASED659625+34+5%$33.2K$35.1K+$1.9K2026-11-05
Triumph Capital Management
INCREASED620370+250+68%$19.6K$33.0K+$13.4K2026-10-14
Foresight Capital Management Advisors, Inc.
NEW584—+584——$31.1K—2026-10-27
Private Trust Co NA
UNCHANGED55755700%$29.6K$29.7K+$892026-10-20
Parallel Advisors, LLC
INCREASED490400+90+23%$21.2K$26.1K+$4.9K2026-11-03
Community Bank, N.A.
UNCHANGED48048000%$25.5K$25.6K+$772026-11-06
Blueline Advisors LLC
UNCHANGED43443400%$23.0K$23.1K+$702026-10-15
Fortitude Family Office, LLC
NEW300—+300——$16.0K—2026-10-14
Allspring Global Investments Holdings, LLC
UNCHANGED27327300%$14.5K$14.7K+$1932026-11-04
Financial Consulate, Inc
UNCHANGED25025000%$13.3K$13.3K+$402026-10-23
Meriwether Wealth & Planning, LLC
NEW248—+248——$13.2K—2026-10-13
SJS Investment Consulting Inc.
NEW200—+200——$10.6K—2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED15315300%$8.1K$8.1K+$242026-10-30
Avion Wealth
UNCHANGED14114100%$7$7$02026-11-04
Versant Capital Management, Inc
UNCHANGED13613600%$7.2K$7.2K+$222026-10-02
CoreCap Advisors, LLC
INCREASED131129+2+2%$6.8K$7.0K+$1462026-10-08
Pathway Financial Advisers, LLC
NEW125—+125——$6.6K—2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED11511500%$6$6$02026-11-04
Assetmark, Inc
INCREASED10125+76+304%$1.3K$5.4K+$4.1K2026-10-21
Fortis Group Advisors, LLC
UNCHANGED939300%$4.9K$5.0K+$152026-11-06
Root Financial Partners, LLC
NEW82—+82——$4.4K—2026-10-21
Creative Financial Designs Inc
UNCHANGED757500%$4.0K$4.0K+$122026-11-04
Next Level Wealth Planning, LLC
NEW59—+59——$3.2K—2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED515100%$2.7K$2.7K+$82026-11-02
Salomon & Ludwin, LLC
UNCHANGED505000%$2.6K$2.7K+$182026-10-29
Elevated Capital Advisors, LLC
UNCHANGED272700%$1.4K$1.4K+$42026-11-04
Spire Wealth Management
UNCHANGED242400%$1.3K$1.3K+$262026-10-30
New England Capital Financial Advisors LLC
UNCHANGED7700%$372$373+$12026-11-03
SBI Securities Co., Ltd.
UNCHANGED6600%$318$319+$12026-10-22
Burk Holdings LLC
UNCHANGED3300%$159$160+$12026-11-05
Columbus Macro, LLC
CLOSED0117,458-117,458-100%$6.2M$0-$6.2M2026-10-14
Oregon Pacific Wealth Management, LLC
CLOSED06,452-6,452-100%$342.5K$0-$342.5K2026-10-20
ProVise Management Group, LLC
CLOSED05,420-5,420-100%$287.7K$0-$287.7K2026-11-06
LifeGoal Investments, LLC
CLOSED04,039-4,039-100%$214.4K$0-$214.4K2026-10-09
Citigroup Inc
CLOSED03,103-3,103-100%$164.7K$0-$164.7K2026-11-04
AdvisorNet Financial, Inc
CLOSED01,809-1,809-100%$96.0K$0-$96.0K2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED0923-923-100%$49.0K$0-$49.0K2026-10-07
Bokf, NA
CLOSED0138-138-100%$7.3K$0-$7.3K2026-10-27
UMB Bank, n.a.
CLOSED065-65-100%$3.5K$0-$3.5K2026-11-06
LifeSteps Financial, Inc.
CLOSED050-50-100%$2.7K$0-$2.7K2026-10-15
Morgan Stanley
N/A—4,875,179-4,875,179-100%$258.8M———
UBS Group AG
N/A—3,348,455-3,348,455-100%$177.7M———
Wells Fargo & Company
N/A—1,128,270-1,128,270-100%$59.9M———
Bank of America Corp
N/A—1,030,318-1,030,318-100%$54.7M———
Raymond James Financial Inc
N/A—661,393-661,393-100%$35.1M———
UBS Asset Management Americas LLC
N/A—546,034-546,034-100%$29.0M———
Royal Bank of Canada
N/A—373,651-373,651-100%$19.8M———
Envestnet Asset Management Inc
N/A—368,127-368,127-100%$19.5M———
Cetera Investment Advisers
N/A—282,310-282,310-100%$15.0M———
Rockefeller Capital Management L.P.
N/A—279,377-279,377-100%$14.8M———
Jaffetilchin Investment Partners, LLC
N/A—273,639-273,639-100%$14.5M———
Osaic Holdings, Inc.
N/A—212,176-212,176-100%$11.3M———
Naviter Wealth, LLC
N/A—201,119-201,119-100%$10.7M———
SEI Investments Co
N/A—192,242-192,242-100%$10.2M———
Focus Partners Wealth
N/A—175,672-175,672-100%$9.3M———
Advisors Asset Management, Inc.
N/A—152,983-152,983-100%$8.1M———
Matrix Private Capital Group LLC
N/A—149,900-149,900-100%$8.0M———
Madison Asset Management, LLC
N/A—138,095-138,095-100%$7.3M———
Ameriprise Financial Inc
N/A—129,984-129,984-100%$6.9M———
Stephens Inc
N/A—124,690-124,690-100%$6.6M———
NewEdge Advisors, LLC
N/A—121,318-121,318-100%$6.4M———
Stifel Financial Corp
N/A—104,618-104,618-100%$5.6M———
Cascade Financial Partners, LLC
N/A—91,846-91,846-100%$4.9M———
Advisory Services Network, LLC
N/A—89,755-89,755-100%$4.8M———
Global Retirement Partners, LLC
N/A—78,469-78,469-100%$4.2M———
Beacon Pointe Advisors, LLC
N/A—73,929-73,929-100%$3.9M———
Trivium Point Advisory, LLC
N/A—69,436-69,436-100%$3.7M———
HighTower Advisors, LLC
N/A—63,634-63,634-100%$3.4M———
Tocqueville Asset Management L.P.
N/A—54,751-54,751-100%$2.9M———
Qube Research & Technologies Ltd
N/A—51,306-51,306-100%$2.7M———
Cerity Partners LLC
N/A—48,573-48,573-100%$2.6M———
Ethos Financial Group, LLC
N/A—45,166-45,166-100%$2.5M———
IHT Wealth Management, LLC
N/A—40,019-40,019-100%$2.1M———
Private Advisor Group, LLC
N/A—37,898-37,898-100%$2.0M———
Wiser Advisor Group LLC
N/A—36,302-36,302-100%$1.9M———
Blair William & Co
N/A—34,960-34,960-100%$1.9M———
Harbour Investments, Inc.
N/A—33,213-33,213-100%$1.8M———
Wealthfront Advisers LLC
N/A—32,763-32,763-100%$1.7M———
Janney Montgomery Scott LLC
N/A—30,592-30,592-100%$1.6M———
Checchi Capital Advisers, LLC
N/A—27,653-27,653-100%$1.5M———
Mercer Global Advisors Inc
N/A—27,428-27,428-100%$1.5M———
Jones Financial Companies Lllp
N/A—26,276-26,276-100%$1.4M———
EP Wealth Advisors, LLC
N/A—25,914-25,914-100%$1.4M———
Modern Wealth Management, LLC
N/A—25,587-25,587-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—24,679-24,679-100%$1.3M———
&partners
N/A—24,357-24,357-100%$1.3M———
FWL Investment Management, LLC
N/A—24,208-24,208-100%$1.3M———
Mariner, LLC
N/A—23,844-23,844-100%$1.3M———
Equitable Holdings, Inc.
N/A—18,776-18,776-100%$996.6K———
LGL Partners, LLC
N/A—18,215-18,215-100%$966.9K———
Arax Advisory Partners
N/A—17,277-17,277-100%$917.1K———
Nwam LLC
N/A—15,796-15,796-100%$838.5K———
Principal Securities, Inc.
N/A—13,959-13,959-100%$740.9K———
O'shaughnessy Asset Management, LLC
N/A—13,455-13,455-100%$714.2K———
Gotham Asset Management, LLC
N/A—13,301-13,301-100%$706.0K———
Susquehanna International Group, LLP
N/A—12,871-12,871-100%$683.2K———
Twin Focus Capital Partners, LLC
N/A—12,384-12,384-100%$657.3K———
Canal Capital Management, LLC
N/A—12,107-12,107-100%$642.6K———
BlackRock, Inc.
N/A—11,561-11,561-100%$613.7K———
Jane Street Group, LLC
N/A—11,498-11,498-100%$610.3K———
Alteri Wealth LLC
N/A—11,082-11,082-100%$588.2K———
Belpointe Asset Management LLC
N/A—10,300-10,300-100%$546.7K———
Dorsey & Whitney Trust Co LLC
N/A—9,151-9,151-100%$485.7K———
CCG Wealth Management, LLC
N/A—8,903-8,903-100%$472.6K———
Sykon Capital LLC
N/A—8,331-8,331-100%$442.2K———
M3 Advisory Group, LLC
N/A—7,327-7,327-100%$388.9K———
McGowan Group Asset Management, Inc.
N/A—6,627-6,627-100%$351.8K———
PFG Investments, LLC
N/A—6,429-6,429-100%$341.3K———
Foundations Investment Advisors, LLC
N/A—6,416-6,416-100%$340.6K———
Comprehensive Money Management Services LLC
N/A—6,382-6,382-100%$338.8K———
Northwestern Mutual Wealth Management Co
N/A—6,292-6,292-100%$334.0K———
Baird Financial Group, Inc.
N/A—6,114-6,114-100%$324.5K———
Independent Advisor Alliance
N/A—5,911-5,911-100%$313.8K———
JPMorgan Chase & Co
N/A—5,910-5,910-100%$313.4K———
Silver OAK Securities, Incorporated
N/A—5,668-5,668-100%$300.9K———
Sanctuary Advisors, LLC
N/A—5,521-5,521-100%$293.0K———
FMR LLC
N/A—5,483-5,483-100%$291.0K———
Keystone Financial Group
N/A—5,456-5,456-100%$289.6K———
Atlas Capital Advisors Inc.
N/A—5,294-5,294-100%$281.0K———
Advisory Alpha, LLC
N/A—4,734-4,734-100%$252.6K———
Great Valley Advisor Group, Inc.
N/A—4,709-4,709-100%$250.1K———
Everstar Asset Management, LLC
N/A—4,555-4,555-100%$241.8K———
OneDigital Investment Advisors LLC
N/A—4,502-4,502-100%$239.0K———
Smartleaf Asset Management LLC
N/A—4,363-4,363-100%$231.4K———
Arkadios Wealth Advisors
N/A—4,072-4,072-100%$216.1K———
Pasadena Private Wealth, LLC
N/A—3,926-3,926-100%$208.4K———
FAS Wealth Partners, Inc.
N/A—2,365-2,365-100%$125.5K———
Bogart Wealth, LLC
N/A—2,355-2,355-100%$125.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,238-2,238-100%$118.8K———
BFC Planning, Inc.
N/A—1,948-1,948-100%$103.4K———
Luminist Capital LLC
N/A—1,903-1,903-100%$101.0K———
Steward Partners Investment Advisory, LLC
N/A—878-878-100%$46.6K———
Beaird Harris Wealth Management, LLC
N/A—821-821-100%$43.6K———
Continuum Advisory, LLC
N/A—755-755-100%$40.1K———
Rothschild Investment LLC
N/A—610-610-100%$32.4K———
Colonial Trust Co / SC
N/A—500-500-100%$26.5K———
SHP Wealth Management
N/A—492-492-100%$26.1K———
AE Wealth Management LLC
N/A—391-391-100%$20.7K———
Ancora Advisors LLCA
N/A—300-300-100%$15.9K———
Bank of Montreal
N/A—218-218-100%$11.6K———
Aptus Capital Advisors, LLC
N/A—150-150-100%$8.0K———
Group One Trading LLC
N/A—100-100-100%$5.3K———
Anchor Investment Management, LLC
N/A—43-43-100%$2.3K———
ST Germain D J Co Inc
N/A—1-1-100%$53———
Howe & Rusling Inc
N/A—1-1-100%$54———
Showing 271 of 271 institutions