Global X 1-3 Month T-Bill (CLIP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Global X Japan Co., Ltd.

DECREASED

Shares1,674,948 from 3,610,000

Change-1,935,052 (-54%)

Value$168.1M (-$194.2M)

Filed 2026-10-21

LPL Financial LLC

DECREASED

Shares1,524,573 from 1,909,378

Change-384,805 (-20%)

Value$153.0M (-$38.6M)

Filed 2026-11-06

Capital Investment Advisors, LLC

INCREASED

Shares890,361 from 877,262

Change+13,099 (+1%)

Value$89.3M (+$1.3M)

Filed 2026-10-22

3Edge Asset Management, LP

DECREASED

Shares347,443 from 1,006,225

Change-658,782 (-65%)

Value$34.9M (-$66.1M)

Filed 2026-10-30

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares334,000 from 235,450

Change+98,550 (+42%)

Value$33.5M (+$9.9M)

Filed 2026-11-03

RHL Group, LLC

DECREASED

Shares246,217 from 388,275

Change-142,058 (-37%)

Value$24.7M (-$14.1M)

Filed 2026-11-04

Peterson Wealth Advisors, LLC

DECREASED

Shares234,219 from 246,852

Change-12,633 (-5%)

Value$23.5M (-$1.3M)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares196,454 from 151,956

Change+44,498 (+29%)

Value$19.7M (+$4.5M)

Filed 2026-11-02

Pacific Sage Partners, LLC

INCREASED

Shares177,671 from 160,395

Change+17,276 (+11%)

Value$17.8M (+$1.7M)

Filed 2026-10-21

Accurate Wealth Management, LLC

DECREASED

Shares151,892 from 212,895

Change-61,003 (-29%)

Value$15.2M (-$6.1M)

Filed 2026-10-20

Guild Investment Management, Inc.

INCREASED

Shares151,730 from 140,100

Change+11,630 (+8%)

Value$15.2M (+$1.2M)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares143,165 from 131,596

Change+11,569 (+9%)

Value$14.4M (+$1.2M)

Filed 2026-10-08

Highline Wealth Partners LLC

INCREASED

Shares136,539 from 57,284

Change+79,255 (+138%)

Value$13.7M (+$8.0M)

Filed 2026-10-19

Spectrum Advisors, Inc.

INCREASED

Shares126,359 from 123,320

Change+3,039 (+2%)

Value$12.7M (+$304.9K)

Filed 2026-11-03

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares118,605 from 101,301

Change+17,304 (+17%)

Value$11.9M (+$1.7M)

Filed 2026-10-29

APS Management Group, Inc.

INCREASED

Shares116,342 from 113,080

Change+3,262 (+3%)

Value$11.7M (+$327.3K)

Filed 2026-10-14

Altium Investment Strategies LLC

DECREASED

Shares92,450 from 123,364

Change-30,914 (-25%)

Value$9.3M (-$3.1M)

Filed 2026-10-20

Curtis Advisory Group, LLC

DECREASED

Shares82,878 from 86,990

Change-4,112 (-5%)

Value$8.3M (-$412.6K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares82,291 from 93,724

Change-11,433 (-12%)

Value$8.2M (-$1.1M)

Filed 2026-10-13

Woodard & Co Asset Management Group Inc

DECREASED

Shares65,932 from 100,926

Change-34,994 (-35%)

Value$6.6M (-$3.5M)

Filed 2026-11-03

Apollon Wealth Management, LLC

INCREASED

Shares64,390 from 34,600

Change+29,790 (+86%)

Value$6.5M (+$3.0M)

Filed 2026-10-23

MGO One Seven LLC

DECREASED

Shares64,104 from 74,199

Change-10,095 (-14%)

Value$6.4M (-$1.0M)

Filed 2026-10-28

Convergence Financial, LLC

DECREASED

Shares63,041 from 114,886

Change-51,845 (-45%)

Value$6.3M (-$5.2M)

Filed 2026-10-27

Financial Network Wealth Advisors LLC

DECREASED

Shares62,812 from 74,694

Change-11,882 (-16%)

Value$6.3M (-$1.2M)

Filed 2026-10-28

Verus Capital Partners, LLC

DECREASED

Shares61,870 from 67,895

Change-6,025 (-9%)

Value$6.2M (-$604.5K)

Filed 2026-11-03

Truist Financial Corp

DECREASED

Shares59,796 from 65,625

Change-5,829 (-9%)

Value$6.0M (-$584.8K)

Filed 2026-10-30

D.A. Davidson & Co.

INCREASED

Shares43,488 from 38,576

Change+4,912 (+13%)

Value$4.4M (+$492.9K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

INCREASED

Shares42,127 from 40,760

Change+1,367 (+3%)

Value$4.2M (+$137.1K)

Filed 2026-10-16

Nottingham Advisors, Inc.

DECREASED

Shares41,778 from 42,953

Change-1,175 (-3%)

Value$4.2M (-$126.1K)

Filed 2026-10-29

Beverly Hills Private Wealth, LLC

INCREASED

Shares34,817 from 28,030

Change+6,787 (+24%)

Value$3.5M (+$680.9K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares34,625 from 39,246

Change-4,621 (-12%)

Value$3.5M (-$463.7K)

Filed 2026-11-02

Life Planning Partners, Inc

DECREASED

Shares34,307 from 36,541

Change-2,234 (-6%)

Value$3.4M (-$224.1K)

Filed 2026-10-28

Kraft, Davis & Associates, LLC

DECREASED

Shares27,571 from 28,743

Change-1,172 (-4%)

Value$2.8M (-$114.1K)

Filed 2026-10-21

Elm3 Financial Group, LLC

DECREASED

Shares27,507 from 28,742

Change-1,235 (-4%)

Value$2.8M (-$123.9K)

Filed 2026-10-07

SBI Securities Co., Ltd.

INCREASED

Shares26,001 from 21,561

Change+4,440 (+21%)

Value$2.6M (+$445.5K)

Filed 2026-10-22

Terril Brothers, Inc.

DECREASED

Shares25,336 from 72,742

Change-47,406 (-65%)

Value$2.5M (-$4.8M)

Filed 2026-11-06

Tannin Capital LLC

DECREASED

Shares24,766 from 57,295

Change-32,529 (-57%)

Value$2.5M (-$3.3M)

Filed 2026-11-05

Castle Rock Wealth Management, LLC

INCREASED

Shares23,703 from 18,838

Change+4,865 (+26%)

Value$2.4M (+$487.8K)

Filed 2026-10-09

Claro Advisors Inc.

NEW

Shares22,580

Change+22,580

Value$2.3M

Filed 2026-11-02

Stapp Wealth Management, Pllc

DECREASED

Shares19,061 from 21,787

Change-2,726 (-13%)

Value$1.9M (-$273.5K)

Filed 2026-10-15

McAlvany Wealth Management LLC

INCREASED

Shares18,472 from 9,478

Change+8,994 (+95%)

Value$1.9M (+$902.5K)

Filed 2026-10-29

Merit Financial Group, LLC

INCREASED

Shares14,774 from 14,362

Change+412 (+3%)

Value$1.5M (+$41.3K)

Filed 2026-11-06

United Advisor Group, LLC

INCREASED

Shares13,908 from 13,411

Change+497 (+4%)

Value$1.4M (+$49.8K)

Filed 2026-11-03

Woodley Farra Manion Portfolio Management Inc

DECREASED

Shares10,819 from 11,813

Change-994 (-8%)

Value$1.1M (-$99.7K)

Filed 2026-11-05

B.O.S.S. Retirement Advisors, LLC

DECREASED

Shares8,120 from 10,996

Change-2,876 (-26%)

Value$814.8K (-$288.6K)

Filed 2026-10-26

US Bancorp \de\

INCREASED

Shares7,966 from 1,797

Change+6,169 (+343%)

Value$799.3K (+$619.0K)

Filed 2026-11-05

Soltis Investment Advisors LLC

INCREASED

Shares7,054 from 7,053

Change+1 (+0%)

Value$707.8K (+$114)

Filed 2026-10-28

Hamilton Capital, LLC

INCREASED

Shares6,676 from 5,777

Change+899 (+16%)

Value$669.9K (+$90.2K)

Filed 2026-10-08

Meitav Investment House LTD

NEW

Shares5,689

Change+5,689

Value$570.8K

Filed 2026-10-28

Independent Financial Group, LLC

NEW

Shares5,516

Change+5,516

Value$553.5K

Filed 2026-10-13

Signaturefd, LLC

UNCHANGED

Shares5,409 from 5,409

Change0 (0%)

Value$542.7K ($0)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

INCREASED

Shares5,314 from 3,420

Change+1,894 (+55%)

Value$533.2K (+$190.0K)

Filed 2026-11-03

K2 Financial Inc.

INCREASED

Shares5,210 from 4,818

Change+392 (+8%)

Value$521.9K (+$39.6K)

Filed 2026-10-26

Portland Financial Advisors Inc

INCREASED

Shares4,770 from 3,890

Change+880 (+23%)

Value$478.6K (+$88.3K)

Filed 2026-10-26

Integrity Alliance, Llc.

INCREASED

Shares4,450 from 3,018

Change+1,432 (+47%)

Value$446.6K (+$143.7K)

Filed 2026-10-29

Beaumont Financial Advisors, LLC

INCREASED

Shares4,405 from 4,365

Change+40 (+1%)

Value$442.0K (+$4.0K)

Filed 2026-10-22

Clear Creek Financial Management, LLC

DECREASED

Shares4,104 from 12,494

Change-8,390 (-67%)

Value$411.8K (-$841.9K)

Filed 2026-10-28

Stewardship Advisors, LLC

INCREASED

Shares3,469 from 3,390

Change+79 (+2%)

Value$348.1K (+$7.9K)

Filed 2026-10-20

StoneX Group Inc.

NEW

Shares3,413

Change+3,413

Value$342.6K

Filed 2026-11-03

Balefire, LLC

DECREASED

Shares3,230 from 4,187

Change-957 (-23%)

Value$324.1K (-$96.0K)

Filed 2026-10-09

Savant Capital, LLC

NEW

Shares3,014

Change+3,014

Value$302.4K

Filed 2026-11-06

Focused Alpha, LLC

UNCHANGED

Shares3,012 from 3,012

Change0 (0%)

Value$302.2K ($0)

Filed 2026-10-20

Avise Financial Cooperative, Inc.

DECREASED

Shares2,945 from 3,816

Change-871 (-23%)

Value$295.5K (-$87.4K)

Filed 2026-11-09

Rezny Wealth Management, Inc.

NEW

Shares2,646

Change+2,646

Value$265.5K

Filed 2026-10-15

Hunter Associates Investment Management LLC

UNCHANGED

Shares2,443 from 2,443

Change0 (0%)

Value$245.0K ($0)

Filed 2026-10-26

Ascentis Independent Advisors

NEW

Shares2,290

Change+2,290

Value$229.8K

Filed 2026-11-03

Carlson Financial, Inc.

INCREASED

Shares2,269 from 2,088

Change+181 (+9%)

Value$227.7K (+$18.1K)

Filed 2026-11-05

New York Life Investment Management LLC

DECREASED

Shares2,239 from 18,901

Change-16,662 (-88%)

Value$224.6K (-$1.7M)

Filed 2026-11-04

AlphaStar Capital Management, LLC

DECREASED

Shares2,170 from 2,618

Change-448 (-17%)

Value$217.7K (-$45.0K)

Filed 2026-10-16

Advisor OS, LLC

DECREASED

Shares2,155 from 2,212

Change-57 (-3%)

Value$216.2K (-$5.7K)

Filed 2026-11-03

Madden Securities Corp

NEW

Shares1,500

Change+1,500

Value$150.5K

Filed 2026-10-27

Center for Financial Planning, Inc.

UNCHANGED

Shares1,124 from 1,124

Change0 (0%)

Value$112.8K (-$1)

Filed 2026-10-26

Byrne Asset Management LLC

DECREASED

Shares1,066 from 1,069

Change-3 (0%)

Value$106.7K (-$610)

Filed 2026-10-06

Carota Wealth Management

NEW

Shares998

Change+998

Value$100.1K

Filed 2026-11-03

Rossby Financial, LCC

DECREASED

Shares847 from 911

Change-64 (-7%)

Value$85.0K (-$6.4K)

Filed 2026-11-05

Latitude Advisors, LLC

NEW

Shares592

Change+592

Value$59.4K

Filed 2026-10-27

WPG Advisers, LLC

DECREASED

Shares446 from 448

Change-2 (0%)

Value$44.8K (-$200)

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares289 from 1,948

Change-1,659 (-85%)

Value$29.0K (-$166.5K)

Filed 2026-10-16

Nfsg Corp

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$25.1K ($0)

Filed 2026-10-15

Golden State Wealth Management, LLC

DECREASED

Shares214 from 576

Change-362 (-63%)

Value$21.6K (-$36.3K)

Filed 2026-11-02

Private Trust Co NA

DECREASED

Shares99 from 571

Change-472 (-83%)

Value$9.9K (-$47.4K)

Filed 2026-10-20

Creative Financial Designs Inc

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$9.8K ($0)

Filed 2026-11-04

Blue Trust, Inc.

NEW

Shares79

Change+79

Value$7.9K

Filed 2026-10-15

Quaker Wealth Management, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$2.1K ($0)

Filed 2026-10-22

IFG Advisory, LLC

CLOSED

Shares0 from 15,136

Change-15,136 (-100%)

Value$0 (-$1.5M)

Filed 2026-11-09

Cantor Fitzgerald Investment Advisors L.P.

CLOSED

Shares0 from 8,260

Change-8,260 (-100%)

Value$0 (-$828.8K)

Filed 2026-10-21

Fiduciary Alliance LLC

CLOSED

Shares0 from 6,770

Change-6,770 (-100%)

Value$0 (-$679.3K)

Filed 2026-10-13

VestGen Advisors, LLC

CLOSED

Shares0 from 4,948

Change-4,948 (-100%)

Value$0 (-$496.5K)

Filed 2026-10-27

Creative Planning

CLOSED

Shares0 from 3,763

Change-3,763 (-100%)

Value$0 (-$377.6K)

Filed 2026-11-02

Kestra Advisory Services, LLC

CLOSED

Shares0 from 3,533

Change-3,533 (-100%)

Value$0 (-$354.5K)

Filed 2026-11-02

Aureum Wealth Management, LLC

CLOSED

Shares0 from 3,030

Change-3,030 (-100%)

Value$0 (-$304.0K)

Filed 2026-10-15

SEI Investments Co

N/A

Shares— from 1,336,483

Change-1,336,483 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 1,170,109

Change-1,170,109 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 211,513

Change-211,513 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 135,820

Change-135,820 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 132,842

Change-132,842 (-100%)

Value—

Chicago Wealth Management, Inc.

N/A

Shares— from 129,887

Change-129,887 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 122,775

Change-122,775 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 115,745

Change-115,745 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 115,613

Change-115,613 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 110,539

Change-110,539 (-100%)

Value—

Alaethes Wealth, LLC

N/A

Shares— from 107,308

Change-107,308 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 96,816

Change-96,816 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 94,206

Change-94,206 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 84,866

Change-84,866 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 84,691

Change-84,691 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 80,087

Change-80,087 (-100%)

Value—

Capital Wealth Planning, LLC

N/A

Shares— from 73,914

Change-73,914 (-100%)

Value—

Denver Wealth Management, Inc.

N/A

Shares— from 73,573

Change-73,573 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 64,656

Change-64,656 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 60,297

Change-60,297 (-100%)

Value—

Sykon Capital LLC

N/A

Shares— from 55,364

Change-55,364 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 51,490

Change-51,490 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 43,605

Change-43,605 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 39,917

Change-39,917 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 39,917

Change-39,917 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 33,295

Change-33,295 (-100%)

Value—

Plum Street Advisors, LLC

N/A

Shares— from 21,964

Change-21,964 (-100%)

Value—

Ark Wealth Advisors LLC

N/A

Shares— from 20,556

Change-20,556 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 19,576

Change-19,576 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 19,092

Change-19,092 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 18,070

Change-18,070 (-100%)

Value—

Lumbard & Kellner, LLC

N/A

Shares— from 18,058

Change-18,058 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,938

Change-15,938 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 15,415

Change-15,415 (-100%)

Value—

Precision Wealth Strategies, LLC

N/A

Shares— from 15,377

Change-15,377 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 14,970

Change-14,970 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 14,393

Change-14,393 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,349

Change-13,349 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 13,343

Change-13,343 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,336

Change-12,336 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,391

Change-10,391 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 9,250

Change-9,250 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 8,996

Change-8,996 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 6,457

Change-6,457 (-100%)

Value—

West Michigan Advisors, LLC

N/A

Shares— from 6,258

Change-6,258 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,036

Change-6,036 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 5,788

Change-5,788 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 5,304

Change-5,304 (-100%)

Value—

Anchor Bay Capital, Inc.

N/A

Shares— from 5,254

Change-5,254 (-100%)

Value—

Fortress Private Ledger, LLC

N/A

Shares— from 5,190

Change-5,190 (-100%)

Value—

Genesis Wealth Advisors, LLC

N/A

Shares— from 4,605

Change-4,605 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,396

Change-4,396 (-100%)

Value—

Thompson David Blair

N/A

Shares— from 4,289

Change-4,289 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 3,742

Change-3,742 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,666

Change-3,666 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 3,599

Change-3,599 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 3,338

Change-3,338 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 3,291

Change-3,291 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,280

Change-3,280 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 3,270

Change-3,270 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,943

Change-2,943 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 2,829

Change-2,829 (-100%)

Value—

MJP Associates Inc

N/A

Shares— from 2,212

Change-2,212 (-100%)

Value—

&partners

N/A

Shares— from 2,180

Change-2,180 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,450

Change-1,450 (-100%)

Value—

Creekmur Asset Management LLC

N/A

Shares— from 1,176

Change-1,176 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 1,040

Change-1,040 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 946

Change-946 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 772

Change-772 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 512

Change-512 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 399

Change-399 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 272

Change-272 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 200

Change-200 (-100%)

Value—

Blair William & Co

N/A

Shares— from 153

Change-153 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 118

Change-118 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12

Change-12 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Global X Japan Co., Ltd.	DECREASED	1,674,948	3,610,000	-1,935,052	-54%	$362.2M	$168.1M	-$194.2M	2026-10-21
LPL Financial LLC	DECREASED	1,524,573	1,909,378	-384,805	-20%	$191.6M	$153.0M	-$38.6M	2026-11-06
Capital Investment Advisors, LLC	INCREASED	890,361	877,262	+13,099	+1%	$88.0M	$89.3M	+$1.3M	2026-10-22
3Edge Asset Management, LP	DECREASED	347,443	1,006,225	-658,782	-65%	$101.0M	$34.9M	-$66.1M	2026-10-30
Mirae Asset Global Investments Co., Ltd.	INCREASED	334,000	235,450	+98,550	+42%	$23.6M	$33.5M	+$9.9M	2026-11-03
RHL Group, LLC	DECREASED	246,217	388,275	-142,058	-37%	$38.8M	$24.7M	-$14.1M	2026-11-04
Peterson Wealth Advisors, LLC	DECREASED	234,219	246,852	-12,633	-5%	$24.8M	$23.5M	-$1.3M	2026-10-08
Cambridge Investment Research Advisors, Inc.	INCREASED	196,454	151,956	+44,498	+29%	$15.2M	$19.7M	+$4.5M	2026-11-02
Pacific Sage Partners, LLC	INCREASED	177,671	160,395	+17,276	+11%	$16.1M	$17.8M	+$1.7M	2026-10-21
Accurate Wealth Management, LLC	DECREASED	151,892	212,895	-61,003	-29%	$21.3M	$15.2M	-$6.1M	2026-10-20
Guild Investment Management, Inc.	INCREASED	151,730	140,100	+11,630	+8%	$14.1M	$15.2M	+$1.2M	2026-11-03
Farther Finance Advisors, LLC	INCREASED	143,165	131,596	+11,569	+9%	$13.2M	$14.4M	+$1.2M	2026-10-08
Highline Wealth Partners LLC	INCREASED	136,539	57,284	+79,255	+138%	$5.7M	$13.7M	+$8.0M	2026-10-19
Spectrum Advisors, Inc.	INCREASED	126,359	123,320	+3,039	+2%	$12.4M	$12.7M	+$304.9K	2026-11-03
Gerber Kawasaki Wealth & Investment Management	INCREASED	118,605	101,301	+17,304	+17%	$10.2M	$11.9M	+$1.7M	2026-10-29
APS Management Group, Inc.	INCREASED	116,342	113,080	+3,262	+3%	$11.3M	$11.7M	+$327.3K	2026-10-14
Altium Investment Strategies LLC	DECREASED	92,450	123,364	-30,914	-25%	$12.4M	$9.3M	-$3.1M	2026-10-20
Curtis Advisory Group, LLC	DECREASED	82,878	86,990	-4,112	-5%	$8.7M	$8.3M	-$412.6K	2026-10-28
Wealth Enhancement Advisory Services, LLC	DECREASED	82,291	93,724	-11,433	-12%	$9.4M	$8.2M	-$1.1M	2026-10-13
Woodard & Co Asset Management Group Inc	DECREASED	65,932	100,926	-34,994	-35%	$10.1M	$6.6M	-$3.5M	2026-11-03
Apollon Wealth Management, LLC	INCREASED	64,390	34,600	+29,790	+86%	$3.5M	$6.5M	+$3.0M	2026-10-23
MGO One Seven LLC	DECREASED	64,104	74,199	-10,095	-14%	$7.4M	$6.4M	-$1.0M	2026-10-28
Convergence Financial, LLC	DECREASED	63,041	114,886	-51,845	-45%	$11.5M	$6.3M	-$5.2M	2026-10-27
Financial Network Wealth Advisors LLC	DECREASED	62,812	74,694	-11,882	-16%	$7.5M	$6.3M	-$1.2M	2026-10-28
Verus Capital Partners, LLC	DECREASED	61,870	67,895	-6,025	-9%	$6.8M	$6.2M	-$604.5K	2026-11-03
Truist Financial Corp	DECREASED	59,796	65,625	-5,829	-9%	$6.6M	$6.0M	-$584.8K	2026-10-30
D.A. Davidson & Co.	INCREASED	43,488	38,576	+4,912	+13%	$3.9M	$4.4M	+$492.9K	2026-10-28
Concurrent Investment Advisors, LLC	INCREASED	42,127	40,760	+1,367	+3%	$4.1M	$4.2M	+$137.1K	2026-10-16
Nottingham Advisors, Inc.	DECREASED	41,778	42,953	-1,175	-3%	$4.3M	$4.2M	-$126.1K	2026-10-29
Beverly Hills Private Wealth, LLC	INCREASED	34,817	28,030	+6,787	+24%	$2.8M	$3.5M	+$680.9K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	34,625	39,246	-4,621	-12%	$3.9M	$3.5M	-$463.7K	2026-11-02
Life Planning Partners, Inc	DECREASED	34,307	36,541	-2,234	-6%	$3.7M	$3.4M	-$224.1K	2026-10-28
Kraft, Davis & Associates, LLC	DECREASED	27,571	28,743	-1,172	-4%	$2.9M	$2.8M	-$114.1K	2026-10-21
Elm3 Financial Group, LLC	DECREASED	27,507	28,742	-1,235	-4%	$2.9M	$2.8M	-$123.9K	2026-10-07
SBI Securities Co., Ltd.	INCREASED	26,001	21,561	+4,440	+21%	$2.2M	$2.6M	+$445.5K	2026-10-22
Terril Brothers, Inc.	DECREASED	25,336	72,742	-47,406	-65%	$7.3M	$2.5M	-$4.8M	2026-11-06
Tannin Capital LLC	DECREASED	24,766	57,295	-32,529	-57%	$5.7M	$2.5M	-$3.3M	2026-11-05
Castle Rock Wealth Management, LLC	INCREASED	23,703	18,838	+4,865	+26%	$1.9M	$2.4M	+$487.8K	2026-10-09
Claro Advisors Inc.	NEW	22,580	—	+22,580	—	—	$2.3M	—	2026-11-02
Stapp Wealth Management, Pllc	DECREASED	19,061	21,787	-2,726	-13%	$2.2M	$1.9M	-$273.5K	2026-10-15
McAlvany Wealth Management LLC	INCREASED	18,472	9,478	+8,994	+95%	$951.0K	$1.9M	+$902.5K	2026-10-29
Merit Financial Group, LLC	INCREASED	14,774	14,362	+412	+3%	$1.4M	$1.5M	+$41.3K	2026-11-06
United Advisor Group, LLC	INCREASED	13,908	13,411	+497	+4%	$1.3M	$1.4M	+$49.8K	2026-11-03
Woodley Farra Manion Portfolio Management Inc	DECREASED	10,819	11,813	-994	-8%	$1.2M	$1.1M	-$99.7K	2026-11-05
B.O.S.S. Retirement Advisors, LLC	DECREASED	8,120	10,996	-2,876	-26%	$1.1M	$814.8K	-$288.6K	2026-10-26
US Bancorp \de\	INCREASED	7,966	1,797	+6,169	+343%	$180.3K	$799.3K	+$619.0K	2026-11-05
Soltis Investment Advisors LLC	INCREASED	7,054	7,053	+1	+0%	$707.7K	$707.8K	+$114	2026-10-28
Hamilton Capital, LLC	INCREASED	6,676	5,777	+899	+16%	$579.7K	$669.9K	+$90.2K	2026-10-08
Meitav Investment House LTD	NEW	5,689	—	+5,689	—	—	$570.8K	—	2026-10-28
Independent Financial Group, LLC	NEW	5,516	—	+5,516	—	—	$553.5K	—	2026-10-13
Signaturefd, LLC	UNCHANGED	5,409	5,409	0	0%	$542.7K	$542.7K	$0	2026-10-23
Ashton Thomas Private Wealth, LLC	INCREASED	5,314	3,420	+1,894	+55%	$343.2K	$533.2K	+$190.0K	2026-11-03
K2 Financial Inc.	INCREASED	5,210	4,818	+392	+8%	$482.3K	$521.9K	+$39.6K	2026-10-26
Portland Financial Advisors Inc	INCREASED	4,770	3,890	+880	+23%	$390.3K	$478.6K	+$88.3K	2026-10-26
Integrity Alliance, Llc.	INCREASED	4,450	3,018	+1,432	+47%	$302.9K	$446.6K	+$143.7K	2026-10-29
Beaumont Financial Advisors, LLC	INCREASED	4,405	4,365	+40	+1%	$438.0K	$442.0K	+$4.0K	2026-10-22
Clear Creek Financial Management, LLC	DECREASED	4,104	12,494	-8,390	-67%	$1.3M	$411.8K	-$841.9K	2026-10-28
Stewardship Advisors, LLC	INCREASED	3,469	3,390	+79	+2%	$340.2K	$348.1K	+$7.9K	2026-10-20
StoneX Group Inc.	NEW	3,413	—	+3,413	—	—	$342.6K	—	2026-11-03
Balefire, LLC	DECREASED	3,230	4,187	-957	-23%	$420.1K	$324.1K	-$96.0K	2026-10-09
Savant Capital, LLC	NEW	3,014	—	+3,014	—	—	$302.4K	—	2026-11-06
Focused Alpha, LLC	UNCHANGED	3,012	3,012	0	0%	$302.2K	$302.2K	$0	2026-10-20
Avise Financial Cooperative, Inc.	DECREASED	2,945	3,816	-871	-23%	$382.9K	$295.5K	-$87.4K	2026-11-09
Rezny Wealth Management, Inc.	NEW	2,646	—	+2,646	—	—	$265.5K	—	2026-10-15
Hunter Associates Investment Management LLC	UNCHANGED	2,443	2,443	0	0%	$245.0K	$245.0K	$0	2026-10-26
Ascentis Independent Advisors	NEW	2,290	—	+2,290	—	—	$229.8K	—	2026-11-03
Carlson Financial, Inc.	INCREASED	2,269	2,088	+181	+9%	$209.6K	$227.7K	+$18.1K	2026-11-05
New York Life Investment Management LLC	DECREASED	2,239	18,901	-16,662	-88%	$1.9M	$224.6K	-$1.7M	2026-11-04
AlphaStar Capital Management, LLC	DECREASED	2,170	2,618	-448	-17%	$262.7K	$217.7K	-$45.0K	2026-10-16
Advisor OS, LLC	DECREASED	2,155	2,212	-57	-3%	$221.9K	$216.2K	-$5.7K	2026-11-03
Madden Securities Corp	NEW	1,500	—	+1,500	—	—	$150.5K	—	2026-10-27
Center for Financial Planning, Inc.	UNCHANGED	1,124	1,124	0	0%	$112.8K	$112.8K	-$1	2026-10-26
Byrne Asset Management LLC	DECREASED	1,066	1,069	-3	0%	$107.3K	$106.7K	-$610	2026-10-06
Carota Wealth Management	NEW	998	—	+998	—	—	$100.1K	—	2026-11-03
Rossby Financial, LCC	DECREASED	847	911	-64	-7%	$91.4K	$85.0K	-$6.4K	2026-11-05
Latitude Advisors, LLC	NEW	592	—	+592	—	—	$59.4K	—	2026-10-27
WPG Advisers, LLC	DECREASED	446	448	-2	0%	$45.0K	$44.8K	-$200	2026-10-27
IFP Advisors, Inc	DECREASED	289	1,948	-1,659	-85%	$195.5K	$29.0K	-$166.5K	2026-10-16
Nfsg Corp	UNCHANGED	250	250	0	0%	$25.1K	$25.1K	$0	2026-10-15
Golden State Wealth Management, LLC	DECREASED	214	576	-362	-63%	$57.8K	$21.6K	-$36.3K	2026-11-02
Private Trust Co NA	DECREASED	99	571	-472	-83%	$57.3K	$9.9K	-$47.4K	2026-10-20
Creative Financial Designs Inc	UNCHANGED	98	98	0	0%	$9.8K	$9.8K	$0	2026-11-04
Blue Trust, Inc.	NEW	79	—	+79	—	—	$7.9K	—	2026-10-15
Quaker Wealth Management, LLC	UNCHANGED	21	21	0	0%	$2.1K	$2.1K	$0	2026-10-22
IFG Advisory, LLC	CLOSED	0	15,136	-15,136	-100%	$1.5M	$0	-$1.5M	2026-11-09
Cantor Fitzgerald Investment Advisors L.P.	CLOSED	0	8,260	-8,260	-100%	$828.8K	$0	-$828.8K	2026-10-21
Fiduciary Alliance LLC	CLOSED	0	6,770	-6,770	-100%	$679.3K	$0	-$679.3K	2026-10-13
VestGen Advisors, LLC	CLOSED	0	4,948	-4,948	-100%	$496.5K	$0	-$496.5K	2026-10-27
Creative Planning	CLOSED	0	3,763	-3,763	-100%	$377.6K	$0	-$377.6K	2026-11-02
Kestra Advisory Services, LLC	CLOSED	0	3,533	-3,533	-100%	$354.5K	$0	-$354.5K	2026-11-02
Aureum Wealth Management, LLC	CLOSED	0	3,030	-3,030	-100%	$304.0K	$0	-$304.0K	2026-10-15
SEI Investments Co	N/A	—	1,336,483	-1,336,483	-100%	$134.1M	—	—	—
Bleakley Financial Group, LLC	N/A	—	1,170,109	-1,170,109	-100%	$117.4M	—	—	—
Raymond James Financial Inc	N/A	—	211,513	-211,513	-100%	$21.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	135,820	-135,820	-100%	$13.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	132,842	-132,842	-100%	$13.3M	—	—	—
Chicago Wealth Management, Inc.	N/A	—	129,887	-129,887	-100%	$13.0M	—	—	—
CreativeOne Wealth, LLC	N/A	—	122,775	-122,775	-100%	$12.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	115,745	-115,745	-100%	$11.6M	—	—	—
Centaurus Financial, Inc.	N/A	—	115,613	-115,613	-100%	$11.6M	—	—	—
Maridea Wealth Management LLC	N/A	—	110,539	-110,539	-100%	$11.1M	—	—	—
Alaethes Wealth, LLC	N/A	—	107,308	-107,308	-100%	$10.8M	—	—	—
Cetera Investment Advisers	N/A	—	96,816	-96,816	-100%	$9.7M	—	—	—
EP Wealth Advisors, LLC	N/A	—	94,206	-94,206	-100%	$9.5M	—	—	—
Cerity Partners LLC	N/A	—	84,866	-84,866	-100%	$8.5M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	84,691	-84,691	-100%	$8.5M	—	—	—
Royal Bank of Canada	N/A	—	80,087	-80,087	-100%	$8.0M	—	—	—
Capital Wealth Planning, LLC	N/A	—	73,914	-73,914	-100%	$7.4M	—	—	—
Denver Wealth Management, Inc.	N/A	—	73,573	-73,573	-100%	$7.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	64,656	-64,656	-100%	$6.5M	—	—	—
Bank of America Corp	N/A	—	60,297	-60,297	-100%	$6.1M	—	—	—
Sykon Capital LLC	N/A	—	55,364	-55,364	-100%	$5.6M	—	—	—
Belpointe Asset Management LLC	N/A	—	51,490	-51,490	-100%	$5.2M	—	—	—
Inspire Advisors, LLC	N/A	—	43,605	-43,605	-100%	$4.4M	—	—	—
Alongside, LLC	N/A	—	39,917	-39,917	-100%	$4.0M	—	—	—
49 Wealth Management, LLC	N/A	—	39,917	-39,917	-100%	$4.0M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	33,295	-33,295	-100%	$3.3M	—	—	—
Plum Street Advisors, LLC	N/A	—	21,964	-21,964	-100%	$2.2M	—	—	—
Ark Wealth Advisors LLC	N/A	—	20,556	-20,556	-100%	$2.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	19,576	-19,576	-100%	$2.0M	—	—	—
Advisory Services Network, LLC	N/A	—	19,092	-19,092	-100%	$1.9M	—	—	—
Flputnam Investment Management Co	N/A	—	18,070	-18,070	-100%	$1.8M	—	—	—
Lumbard & Kellner, LLC	N/A	—	18,058	-18,058	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	15,938	-15,938	-100%	$1.6M	—	—	—
Private Advisor Group, LLC	N/A	—	15,415	-15,415	-100%	$1.5M	—	—	—
Precision Wealth Strategies, LLC	N/A	—	15,377	-15,377	-100%	$1.5M	—	—	—
Focus Partners Wealth	N/A	—	14,970	-14,970	-100%	$1.5M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	14,393	-14,393	-100%	$1.4M	—	—	—
Stifel Financial Corp	N/A	—	13,349	-13,349	-100%	$1.3M	—	—	—
Harbour Investments, Inc.	N/A	—	13,343	-13,343	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	12,336	-12,336	-100%	$1.2M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,391	-10,391	-100%	$1.0M	—	—	—
Rothschild Investment LLC	N/A	—	9,250	-9,250	-100%	$928.1K	—	—	—
5T Wealth, LLC	N/A	—	8,996	-8,996	-100%	$902.7K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	6,457	-6,457	-100%	$647.9K	—	—	—
West Michigan Advisors, LLC	N/A	—	6,258	-6,258	-100%	$627.9K	—	—	—
HighTower Advisors, LLC	N/A	—	6,036	-6,036	-100%	$605.7K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	5,788	-5,788	-100%	$580.8K	—	—	—
Jane Street Group, LLC	N/A	—	5,304	-5,304	-100%	$532.2K	—	—	—
Anchor Bay Capital, Inc.	N/A	—	5,254	-5,254	-100%	$526.2K	—	—	—
Fortress Private Ledger, LLC	N/A	—	5,190	-5,190	-100%	$520.8K	—	—	—
Genesis Wealth Advisors, LLC	N/A	—	4,605	-4,605	-100%	$462.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,396	-4,396	-100%	$441.1K	—	—	—
Thompson David Blair	N/A	—	4,289	-4,289	-100%	$430.4K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	3,742	-3,742	-100%	$375.0K	—	—	—
UBS Group AG	N/A	—	3,666	-3,666	-100%	$367.8K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	3,599	-3,599	-100%	$361.2K	—	—	—
PFG Investments, LLC	N/A	—	3,338	-3,338	-100%	$335.0K	—	—	—
Principal Securities, Inc.	N/A	—	3,291	-3,291	-100%	$330.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,280	-3,280	-100%	$329.0K	—	—	—
Flow Traders U.S. LLC	N/A	—	3,270	-3,270	-100%	$328.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,943	-2,943	-100%	$295.3K	—	—	—
Mutual Advisors, LLC	N/A	—	2,829	-2,829	-100%	$283.9K	—	—	—
MJP Associates Inc	N/A	—	2,212	-2,212	-100%	$221.9K	—	—	—
&partners	N/A	—	2,180	-2,180	-100%	$218.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,450	-1,450	-100%	$145.5K	—	—	—
Creekmur Asset Management LLC	N/A	—	1,176	-1,176	-100%	$118.0K	—	—	—
Synergy Investment Management, LLC	N/A	—	1,040	-1,040	-100%	$104.4K	—	—	—
Ameriflex Group, Inc.	N/A	—	946	-946	-100%	$94.9K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	772	-772	-100%	$77.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	512	-512	-100%	$51.4K	—	—	—
Morgan Stanley	N/A	—	399	-399	-100%	$40.0K	—	—	—
AE Wealth Management LLC	N/A	—	272	-272	-100%	$27.3K	—	—	—
Bank of Montreal	N/A	—	200	-200	-100%	$20.1K	—	—	—
Blair William & Co	N/A	—	153	-153	-100%	$15.4K	—	—	—
Darwin Wealth Management, LLC	N/A	—	120	-120	-100%	$12.1K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	120	-120	-100%	$12.1K	—	—	—
JPMorgan Chase & Co	N/A	—	118	-118	-100%	$11.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	54	-54	-100%	$5.4K	—	—	—
Wells Fargo & Company	N/A	—	12	-12	-100%	$1.2K	—	—	—
Tidemark, LLC	N/A	—	10	-10	-100%	$1.0K	—	—	—

Showing 171 of 171 institutions