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GS Nasdaq-100 PR Inc ETF-Usd (GPIQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,703,363 from 2,891,440
Change+811,923 (+28%)
Value$214.7M (+$43.2M)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares532,469 from 529,280
Change+3,189 (+1%)
Value$30.9M (-$519.1K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares508,715 from 509,531
Change-816 (0%)
Value$29.5M (-$159.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares467,494 from 358,676
Change+108,818 (+30%)
Value$27.1M (+$5.8M)
Filed 2026-11-02
Patten & Patten Inc
INCREASED
Shares279,800 from 275,350
Change+4,450 (+2%)
Value$16.2M (-$108.2K)
Filed 2026-10-26
Ellis Investment Partners, LLC
INCREASED
Shares266,957 from 245,893
Change+21,064 (+9%)
Value$15.5M (+$894.2K)
Filed 2026-10-21
Bensler, LLC
INCREASED
Shares253,672 from 237,081
Change+16,591 (+7%)
Value$14.7M (+$646.7K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares248,606 from 256,482
Change-7,876 (-3%)
Value$14.4M (-$797.3K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares243,736 from 211,461
Change+32,275 (+15%)
Value$14.1M (+$1.6M)
Filed 2026-10-30
HUB Investment Partners, LLC
INCREASED
Shares237,412 from 9,201
Change+228,211 (+2480%)
Value$13.8M (+$13.2M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares224,995 from 143,434
Change+81,561 (+57%)
Value$13.0M (+$4.5M)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares219,543 from 212,534
Change+7,009 (+3%)
Value$12.7M (+$123.7K)
Filed 2026-10-28
Markowski Investments
INCREASED
Shares210,394 from 202,683
Change+7,711 (+4%)
Value$12.2M (+$177.5K)
Filed 2026-10-30
XML Financial, LLC
INCREASED
Shares165,367 from 159,217
Change+6,150 (+4%)
Value$9.6M (+$144.8K)
Filed 2026-10-29
Advisor OS, LLC
INCREASED
Shares140,432 from 130,370
Change+10,062 (+8%)
Value$8.1M (+$410.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares135,852 from 124,235
Change+11,617 (+9%)
Value$7.9M (+$511.0K)
Filed 2026-10-08
Mission Wealth Management, LP
INCREASED
Shares113,553 from 89,977
Change+23,576 (+26%)
Value$6.6M (+$1.2M)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares109,643 from 108,294
Change+1,349 (+1%)
Value$6.4M (-$65.8K)
Filed 2026-10-16
Arsenal Capital Advisors LLC
INCREASED
Shares109,306 from 90,155
Change+19,151 (+21%)
Value$6.3M (+$990.5K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares107,797 from 28,249
Change+79,548 (+282%)
Value$6.3M (+$4.6M)
Filed 2026-11-05
Semus Wealth Partners LLC
INCREASED
Shares104,075 from 96,001
Change+8,074 (+8%)
Value$6.0M (+$340.5K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares87,994 from 82,583
Change+5,411 (+7%)
Value$5.1M (+$203.9K)
Filed 2026-11-05
Childress Capital Advisors, LLC
INCREASED
Shares87,839 from 72,497
Change+15,342 (+21%)
Value$5.1M (+$793.1K)
Filed 2026-10-28
Kraft, Davis & Associates, LLC
INCREASED
Shares87,748 from 83,081
Change+4,667 (+6%)
Value$4.9M (+$222.4K)
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares85,174 from 91,748
Change-6,574 (-7%)
Value$5.0M (-$454.6K)
Filed 2026-10-20
Cornerstone Advisory, LLC
INCREASED
Shares81,222 from 62,421
Change+18,801 (+30%)
Value$4.7M (+$1.0M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares71,898 from 63,286
Change+8,612 (+14%)
Value$4.2M (+$416.0K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares68,307 from 233,850
Change-165,543 (-71%)
Value$4.0M (-$9.9M)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares66,873 from 36,579
Change+30,294 (+83%)
Value$3.9M (+$1.7M)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares63,858 from 60,740
Change+3,118 (+5%)
Value$3.7M (+$100.0K)
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares63,164 from 58,990
Change+4,174 (+7%)
Value$3.7M (+$163.6K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares60,553 from 57,155
Change+3,398 (+6%)
Value$3.6M (+$234.2K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares57,886 from 57,254
Change+632 (+1%)
Value$3.4M (-$39.5K)
Filed 2026-10-22
Stillwater Wealth Management Group
INCREASED
Shares57,631 from 35,890
Change+21,741 (+61%)
Value$3.3M (+$1.2M)
Filed 2026-10-21
Adell Harriman & Carpenter Inc
NEW
Shares56,302
Change+56,302
Value$3.3M
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares56,208
Change+56,208
Value$3.3M
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares55,536 from 52,583
Change+2,953 (+6%)
Value$3.2M (+$135.8K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares51,843 from 29,981
Change+21,862 (+73%)
Value$3.0M (+$1.2M)
Filed 2026-10-13
M Holdings Securities, Inc.
DECREASED
Shares48,474 from 48,487
Change-13 (0%)
Value$2.7K (-$146)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares48,286 from 39,123
Change+9,163 (+23%)
Value$2.8M (+$479.2K)
Filed 2026-11-06
Kennedy Investment Group, Inc.
INCREASED
Shares47,874 from 35,122
Change+12,752 (+36%)
Value$2.8M (+$692.6K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares45,573 from 41,614
Change+3,959 (+10%)
Value$2.6M (+$174.1K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares41,344 from 38,761
Change+2,583 (+7%)
Value$2.4M (+$98.3K)
Filed 2026-10-30
Private Wealth Partners, LLC
INCREASED
Shares41,216 from 26,604
Change+14,612 (+55%)
Value$2.4M (+$811.8K)
Filed 2026-10-22
Mayfair Advisory Group, LLC
INCREASED
Shares40,460 from 37,120
Change+3,340 (+9%)
Value$2.3M (+$297.6K)
Filed 2026-10-20
Guilbault Capital LLC
INCREASED
Shares37,509 from 27,284
Change+10,225 (+37%)
Value$2.2M (+$556.6K)
Filed 2026-10-28
Townsend Asset Management Corp
INCREASED
Shares37,434 from 33,537
Change+3,897 (+12%)
Value$2.2M (+$181.4K)
Filed 2026-10-29
Rational Advisors, Inc.
NEW
Shares36,300
Change+36,300
Value$2.1M
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares36,280 from 36,402
Change-122 (0%)
Value$2.1M (-$55.5K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares35,846 from 8,726
Change+27,120 (+311%)
Value$2.1M (+$1.6M)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares34,178 from 25,821
Change+8,357 (+32%)
Value$2.0M (+$450.2K)
Filed 2026-10-15
Winnacle Wealth LLC
INCREASED
Shares33,941 from 27,629
Change+6,312 (+23%)
Value$2.0M (+$329.2K)
Filed 2026-10-15
Appleton Partners Inc
INCREASED
Shares32,846 from 17,694
Change+15,152 (+86%)
Value$1.9M (+$855.0K)
Filed 2026-10-30
Cap Partners, LLC
INCREASED
Shares30,786 from 28,316
Change+2,470 (+9%)
Value$1.8M (+$105.5K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares30,766 from 28,633
Change+2,133 (+7%)
Value$1.8M (+$85.6K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares30,761 from 30,567
Change+194 (+1%)
Value$1.8M (-$29.4K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares30,420 from 3,250
Change+27,170 (+836%)
Value$1.8M (+$1.6M)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares30,342 from 27,009
Change+3,333 (+12%)
Value$1.8M (+$157.4K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares29,966 from 19,420
Change+10,546 (+54%)
Value$1.7M (+$585.6K)
Filed 2026-10-19
Garrison Bradford & Associates Inc
DECREASED
Shares29,190 from 33,480
Change-4,290 (-13%)
Value$1.7M (-$272.9K)
Filed 2026-10-27
Traynor Capital Management, Inc.
INCREASED
Shares28,832 from 10,129
Change+18,703 (+185%)
Value$1.7M (+$1.1M)
Filed 2026-10-29
PMG Family Office LLC
INCREASED
Shares25,885 from 22,732
Change+3,153 (+14%)
Value$1.5M (+$152.6K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares25,005 from 21,827
Change+3,178 (+15%)
Value$1.4M (+$155.3K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares24,830 from 20,871
Change+3,959 (+19%)
Value$1.4M (+$201.8K)
Filed 2026-11-05
NBZ Investment Advisors LLC
NEW
Shares22,245
Change+22,245
Value$1.3M
Filed 2026-10-30
Meadowbrook Wealth Management, LLC
INCREASED
Shares21,787 from 21,414
Change+373 (+2%)
Value$1.3M (+$7.7K)
Filed 2026-10-08
Regatta Capital Group, LLC
INCREASED
Shares20,980 from 20,562
Change+418 (+2%)
Value$1.2M (-$3.1K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares20,713 from 22,901
Change-2,188 (-10%)
Value$1.2M (-$157.0K)
Filed 2026-10-22
Private Client Services, LLC
NEW
Shares20,541
Change+20,541
Value$1.2M
Filed 2026-10-02
Symphony Financial, Ltd. Co.
DECREASED
Shares19,908 from 38,348
Change-18,440 (-48%)
Value$1.2M (-$1.1M)
Filed 2026-10-22
Balboa Wealth Partners
INCREASED
Shares18,961 from 18,792
Change+169 (+1%)
Value$1.1M (-$15.2K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares18,427 from 6,015
Change+12,412 (+206%)
Value$1.0M (+$643.6K)
Filed 2026-11-04
BXM Wealth LLC
NEW
Shares18,415
Change+18,415
Value$1.1M
Filed 2026-11-03
Prosperity Financial Group, Inc.
DECREASED
Shares18,293 from 18,520
Change-227 (-1%)
Value$1.1M (-$37.8K)
Filed 2026-10-29
Herold Advisors, Inc.
DECREASED
Shares16,895 from 17,226
Change-331 (-2%)
Value$979.6K (-$44.4K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares16,743 from 23,028
Change-6,285 (-27%)
Value$970.8K (-$395.0K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares16,550 from 12,964
Change+3,586 (+28%)
Value$959.6K (+$190.7K)
Filed 2026-10-20
Latitude Advisors, LLC
INCREASED
Shares16,220 from 11,105
Change+5,115 (+46%)
Value$940.5K (+$281.8K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares15,692 from 1,783
Change+13,909 (+780%)
Value$909.8K (+$804.1K)
Filed 2026-11-06
Beese Fulmer Investment Management, Inc.
INCREASED
Shares15,512 from 12,520
Change+2,992 (+24%)
Value$899.4K (+$156.8K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares15,284 from 8,430
Change+6,854 (+81%)
Value$886.2K (+$386.2K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares15,260 from 9,982
Change+5,278 (+53%)
Value$884.8K (+$292.8K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares15,057 from 14,131
Change+926 (+7%)
Value$873.0K (+$34.9K)
Filed 2026-10-14
Bayshore Capital Advisors, LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$840.7K (-$19.3K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares14,464 from 18,449
Change-3,985 (-22%)
Value$838.6K (-$255.6K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares14,387 from 14,387
Change0 (0%)
Value$834.2K (-$19.1K)
Filed 2026-10-08
Guided Capital Wealth Management, LLC
INCREASED
Shares14,137 from 13,082
Change+1,055 (+8%)
Value$819.7K (+$43.8K)
Filed 2026-10-21
Doliver Advisors, LP
DECREASED
Shares13,984 from 14,104
Change-120 (-1%)
Value$810.8K (-$25.7K)
Filed 2026-10-01
Joseph P. Lucia & Associates, LLC
DECREASED
Shares13,529 from 14,054
Change-525 (-4%)
Value$784.4K (-$49.1K)
Filed 2026-10-30
Cora Capital Advisors LLC
NEW
Shares13,400
Change+13,400
Value$776.9K
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares13,151 from 9,956
Change+3,195 (+32%)
Value$762.5K (+$172.0K)
Filed 2026-10-22
Collier Financial
INCREASED
Shares12,794 from 11,422
Change+1,372 (+12%)
Value$741.8K (+$64.4K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
INCREASED
Shares12,767 from 12,703
Change+64 (+1%)
Value$740.2K (-$13.2K)
Filed 2026-11-04
Fisher Asset Management, LLC
NEW
Shares12,459
Change+12,459
Value$722.4K
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares12,000 from 14,000
Change-2,000 (-14%)
Value$695.8K (-$134.6K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares11,724 from 11,585
Change+139 (+1%)
Value$679.8K (-$7.3K)
Filed 2026-10-22
Golden State Wealth Management, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$649.4K (-$14.9K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED
Shares11,179 from 14,937
Change-3,758 (-25%)
Value$648.1K (-$237.8K)
Filed 2026-10-13
Lebenthal Global Advisors, LLC
INCREASED
Shares10,893 from 10,751
Change+142 (+1%)
Value$631.5K (-$6.1K)
Filed 2026-10-28
Noble Wealth Management PBC
DECREASED
Shares10,778 from 11,582
Change-804 (-7%)
Value$624.9K (-$62.0K)
Filed 2026-10-01
Wealthcare Advisory Partners LLC
INCREASED
Shares10,085 from 8,887
Change+1,198 (+13%)
Value$584.7K (+$57.7K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares9,891 from 9,379
Change+512 (+5%)
Value$573.0K (+$17.0K)
Filed 2026-10-20
Alessandra Capital Management, LLC
DECREASED
Shares9,834 from 10,784
Change-950 (-9%)
Value$570.2K (-$69.4K)
Filed 2026-10-30
Advisory Advocates, LLC
INCREASED
Shares9,496 from 5,250
Change+4,246 (+81%)
Value$550.6K (+$239.2K)
Filed 2026-11-05
Moors & Cabot, Inc.
INCREASED
Shares9,249 from 8,299
Change+950 (+11%)
Value$536.3K (+$44.0K)
Filed 2026-11-06
Manchester Capital Management LLC
INCREASED
Shares9,069 from 8,989
Change+80 (+1%)
Value$525.8K (-$7.3K)
Filed 2026-10-22
GSG Advisors LLC
INCREASED
Shares8,742 from 3,432
Change+5,310 (+155%)
Value$506.9K (+$303.3K)
Filed 2026-11-03
Brown Wealth Management, LLC
UNCHANGED
Shares8,675 from 8,675
Change0 (0%)
Value$503.0K (-$11.5K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED
Shares7,951 from 7,951
Change0 (0%)
Value$461.0K (-$10.6K)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares7,944 from 7,345
Change+599 (+8%)
Value$459.1K (+$32.0K)
Filed 2026-10-20
CWA Asset Management Group, LLC
INCREASED
Shares7,841 from 7,637
Change+204 (+3%)
Value$454.6K (+$1.7K)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
INCREASED
Shares7,753 from 7,450
Change+303 (+4%)
Value$449.5K (+$7.6K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares7,700 from 5,380
Change+2,320 (+43%)
Value$446.4K (+$127.4K)
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED
Shares7,663 from 6,065
Change+1,598 (+26%)
Value$444.3K (+$84.6K)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares7,560
Change+7,560
Value$438.3K
Filed 2026-10-15
Insight Wealth Strategies, LLC
NEW
Shares7,326
Change+7,326
Value$424.8K
Filed 2026-10-09
M.E. Allison & Co., Inc.
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$423.3K (-$9.7K)
Filed 2026-10-09
Sigma Planning Corp
INCREASED
Shares7,245 from 6,585
Change+660 (+10%)
Value$420.0K (+$29.5K)
Filed 2026-10-23
TrustBank
INCREASED
Shares7,008 from 5,233
Change+1,775 (+34%)
Value$406.3K (+$96.0K)
Filed 2026-10-20
Core Wealth Partners LLC
INCREASED
Shares6,878 from 4,807
Change+2,071 (+43%)
Value$398.8K (+$113.7K)
Filed 2026-11-02
Carlson Financial, Inc.
NEW
Shares6,685
Change+6,685
Value$387.6K
Filed 2026-11-05
RFG Advisory, LLC
NEW
Shares6,602
Change+6,602
Value$382.8K
Filed 2026-11-03
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares6,547 from 6,547
Change0 (0%)
Value$379.6K (-$8.7K)
Filed 2026-10-28
Clarity Wealth Advisors, LLC
INCREASED
Shares6,315 from 5,000
Change+1,315 (+26%)
Value$366.1K (+$69.6K)
Filed 2026-10-21
SeedSafe Financial LLC
NEW
Shares6,243
Change+6,243
Value$362.0K
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares6,194 from 5,739
Change+455 (+8%)
Value$359.1K (+$18.8K)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares6,142 from 4,273
Change+1,869 (+44%)
Value$356.1K (+$102.7K)
Filed 2026-11-05
Avaii Wealth Management, LLC
DECREASED
Shares5,992 from 6,073
Change-81 (-1%)
Value$347.6K (-$12.5K)
Filed 2026-10-09
Southland Equity Partners LLC
UNCHANGED
Shares5,985 from 5,985
Change0 (0%)
Value$347.0K (-$8.0K)
Filed 2026-10-14
Advisor Resource Council
NEW
Shares5,600
Change+5,600
Value$327.1K
Filed 2026-11-05
Cathy Pareto & Associates, Inc
INCREASED
Shares5,504 from 4,704
Change+800 (+17%)
Value$319.2K (+$40.1K)
Filed 2026-10-15
Register Financial Advisors LLC
INCREASED
Shares5,075 from 3,675
Change+1,400 (+38%)
Value$294.2K (+$76.3K)
Filed 2026-10-23
Kraematon Investment Advisors, Inc
NEW
Shares5,030
Change+5,030
Value$291.6K
Filed 2026-11-02
Brighton Jones LLC
NEW
Shares5,028
Change+5,028
Value$291.5K
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
NEW
Shares5,028
Change+5,028
Value$291.5K
Filed 2026-10-27
Reyes Financial Architecture, Inc.
DECREASED
Shares4,987 from 92,456
Change-87,469 (-95%)
Value$289.1K (-$5.2M)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
INCREASED
Shares4,920 from 3,833
Change+1,087 (+28%)
Value$275.9K (+$48.5K)
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares4,625 from 5,153
Change-528 (-10%)
Value$268.2K (-$37.5K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares4,613 from 4,000
Change+613 (+15%)
Value$262.2K (+$42.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,613 from 4,000
Change+613 (+15%)
Value$262.2K (+$42.1K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
NEW
Shares4,590
Change+4,590
Value$266.1K
Filed 2026-10-14
Insight Advisors, LLC/ PA
INCREASED
Shares4,540 from 3,575
Change+965 (+27%)
Value$263.2K (+$51.2K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
NEW
Shares4,343
Change+4,343
Value$251.8K
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$249.3K (-$5.7K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
NEW
Shares4,071
Change+4,071
Value$236.0K
Filed 2026-10-13
First Business Financial Services, Inc.
UNCHANGED
Shares4,071 from 4,071
Change0 (0%)
Value$236.0K (-$5.4K)
Filed 2026-10-29
Capital CS Group, LLC
NEW
Shares4,070
Change+4,070
Value$236.0K
Filed 2026-10-29
Abel Hall, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$231.9K (-$5.3K)
Filed 2026-10-19
Helium Advisors LLC
INCREASED
Shares3,991 from 3,888
Change+103 (+3%)
Value$231.4K (+$791)
Filed 2026-10-23
Kercheville Advisors, LLC
INCREASED
Shares3,950 from 3,800
Change+150 (+4%)
Value$229.0K (+$3.6K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
NEW
Shares3,946
Change+3,946
Value$228.8K
Filed 2026-10-16
Next Level Private LLC
NEW
Shares3,830
Change+3,830
Value$222.0K
Filed 2026-10-20
Sovran Advisors, LLC
NEW
Shares3,630
Change+3,630
Value$203.5K
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares3,608 from 4,487
Change-879 (-20%)
Value$209.2K (-$56.9K)
Filed 2026-10-14
Sage Investment Counsel LLC
INCREASED
Shares3,599 from 3,565
Change+34 (+1%)
Value$208.7K (-$2.8K)
Filed 2026-10-26
Total Clarity Wealth Management, Inc.
NEW
Shares3,586
Change+3,586
Value$207.9K
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares3,580 from 4,840
Change-1,260 (-26%)
Value$203.5K (-$83.5K)
Filed 2026-10-15
Aire Advisors, LLC
NEW
Shares3,516
Change+3,516
Value$203.9K
Filed 2026-10-22
IPG Investment Advisors LLC
NEW
Shares3,500
Change+3,500
Value$202.9K
Filed 2026-10-30
Leo Wealth, LLC
NEW
Shares3,465
Change+3,465
Value$200.9K
Filed 2026-10-26
Berbice Capital Management LLC
NEW
Shares3,100
Change+3,100
Value$179.7K
Filed 2026-10-13
Gilpin Wealth Management, LLC
INCREASED
Shares3,084 from 2,750
Change+334 (+12%)
Value$178.8K (+$15.7K)
Filed 2026-10-09
Madden Securities Corp
NEW
Shares3,000
Change+3,000
Value$173.9K
Filed 2026-10-27
J.Safra Asset Management Corp
INCREASED
Shares2,600 from 2,533
Change+67 (+3%)
Value$150.8K (+$552)
Filed 2026-11-03
Wolff Wiese Magana LLC
INCREASED
Shares2,338 from 1,719
Change+619 (+36%)
Value$135.5K (+$33.6K)
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares1,867 from 1,818
Change+49 (+3%)
Value$108.2K (+$396)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$105.9K ($0)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares1,773 from 281
Change+1,492 (+531%)
Value$102.8K (+$86.2K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.0K (-$665)
Filed 2026-10-09
Parallel Advisors, LLC
NEW
Shares424
Change+424
Value$24.6K
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares379 from 524
Change-145 (-28%)
Value$22.0K (-$9.1K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares250 from 100
Change+150 (+150%)
Value$14.5K (+$8.6K)
Filed 2026-10-16
Duncker Streett & Co Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.6K (-$266)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares190
Change+190
Value$11.0K
Filed 2026-10-09
Gen-Wealth Partners Inc
INCREASED
Shares175 from 173
Change+2 (+1%)
Value$10.1K (-$142)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$9.6K (-$219)
Filed 2026-10-02
Assetmark, Inc
DECREASED
Shares116 from 262
Change-146 (-56%)
Value$6.7K (-$8.8K)
Filed 2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.2K (+$8)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares26
Change+26
Value$1.5K
Filed 2026-10-21
Canton Hathaway, LLC
NEW
Shares22
Change+22
Value$1.3K
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.2K (-$26)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$290 (-$7)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$58 (-$2)
Filed 2026-11-03
Cannon Advisors, Inc.
CLOSED
Shares0 from 104,623
Change-104,623 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-14
Avestar Capital, LLC
CLOSED
Shares0 from 43,919
Change-43,919 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-28
Inscription Capital, LLC
CLOSED
Shares0 from 42,003
Change-42,003 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-02
Milestone Asset Management, LLC
CLOSED
Shares0 from 10,145
Change-10,145 (-100%)
Value$0 (-$601.8K)
Filed 2026-10-15
Southern Financial Group, LLC
CLOSED
Shares0 from 7,836
Change-7,836 (-100%)
Value$0 (-$464.8K)
Filed 2026-10-30
TBH Global Asset Management, LLC
CLOSED
Shares0 from 7,694
Change-7,694 (-100%)
Value$0 (-$456.3K)
Filed 2026-11-03
Imc-Chicago, LLC
CLOSED
Shares0 from 7,168
Change-7,168 (-100%)
Value$0 (-$425.1K)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 6,800
Change-6,800 (-100%)
Value$0 (-$403.3K)
Filed 2026-11-03
Tannin Capital LLC
CLOSED
Shares0 from 3,935
Change-3,935 (-100%)
Value$0 (-$233.4K)
Filed 2026-11-05
Forum Financial Management, LP
CLOSED
Shares0 from 3,902
Change-3,902 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-16
Activest Wealth Management
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$89.0K)
Filed 2026-10-15
Tsfg, LLC
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$62.0K)
Filed 2026-10-23
Belvedere Trading LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$39.4K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$36.9K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-13
Asset Dedication, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 2,437,299
Change-2,437,299 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,830,968
Change-1,830,968 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,581,010
Change-1,581,010 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,208,490
Change-1,208,490 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,204,020
Change-1,204,020 (-100%)
Value—
UBS Group AG
N/A
Shares— from 865,553
Change-865,553 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 760,586
Change-760,586 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 743,204
Change-743,204 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 729,813
Change-729,813 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 634,074
Change-634,074 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 388,395
Change-388,395 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 347,123
Change-347,123 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 251,726
Change-251,726 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 233,592
Change-233,592 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 212,391
Change-212,391 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 208,459
Change-208,459 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 207,333
Change-207,333 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 182,805
Change-182,805 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 140,128
Change-140,128 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 133,953
Change-133,953 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 133,453
Change-133,453 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 130,370
Change-130,370 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 111,223
Change-111,223 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 109,061
Change-109,061 (-100%)
Value—
&partners
N/A
Shares— from 108,872
Change-108,872 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 105,390
Change-105,390 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 105,335
Change-105,335 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 102,800
Change-102,800 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 94,225
Change-94,225 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 92,916
Change-92,916 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 90,673
Change-90,673 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 87,171
Change-87,171 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 79,814
Change-79,814 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,821
Change-75,821 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 75,821
Change-75,821 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 74,569
Change-74,569 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 72,476
Change-72,476 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 69,294
Change-69,294 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 68,306
Change-68,306 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 66,764
Change-66,764 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 63,053
Change-63,053 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 60,690
Change-60,690 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 59,338
Change-59,338 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 54,840
Change-54,840 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 54,032
Change-54,032 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 53,900
Change-53,900 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 53,453
Change-53,453 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 49,347
Change-49,347 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 45,866
Change-45,866 (-100%)
Value—
Invst, LLC
N/A
Shares— from 40,755
Change-40,755 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 40,447
Change-40,447 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,650
Change-39,650 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,626
Change-37,626 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 37,358
Change-37,358 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 34,622
Change-34,622 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 33,354
Change-33,354 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 32,893
Change-32,893 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 30,118
Change-30,118 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 28,933
Change-28,933 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,692
Change-28,692 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 26,555
Change-26,555 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 24,816
Change-24,816 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 24,420
Change-24,420 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 22,223
Change-22,223 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 21,957
Change-21,957 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 20,978
Change-20,978 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,117
Change-20,117 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,628
Change-19,628 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,006
Change-19,006 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 18,188
Change-18,188 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,177
Change-18,177 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,695
Change-17,695 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,628
Change-17,628 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 17,003
Change-17,003 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,447
Change-16,447 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 15,362
Change-15,362 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,197
Change-13,197 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 13,010
Change-13,010 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,961
Change-12,961 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 12,135
Change-12,135 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,269
Change-11,269 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 10,233
Change-10,233 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,718
Change-8,718 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 8,230
Change-8,230 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,837
Change-7,837 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,428
Change-6,428 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 445
Change-445 (-100%)
Value—
FMR LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,703,3632,891,440+811,923+28%$171.5M$214.7M+$43.2M2026-11-06
GGM Financial LLC
INCREASED532,469529,280+3,189+1%$31.4M$30.9M-$519.1K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED508,715509,531-8160%$29.6M$29.5M-$159.3K2026-10-13
Commonwealth Equity Services, LLC
INCREASED467,494358,676+108,818+30%$21.3M$27.1M+$5.8M2026-11-02
Patten & Patten Inc
INCREASED279,800275,350+4,450+2%$16.3M$16.2M-$108.2K2026-10-26
Ellis Investment Partners, LLC
INCREASED266,957245,893+21,064+9%$14.6M$15.5M+$894.2K2026-10-21
Bensler, LLC
INCREASED253,672237,081+16,591+7%$14.1M$14.7M+$646.7K2026-11-05
American National Bank & Trust
DECREASED248,606256,482-7,876-3%$15.2M$14.4M-$797.3K2026-10-07
Truist Financial Corp
INCREASED243,736211,461+32,275+15%$12.5M$14.1M+$1.6M2026-10-30
HUB Investment Partners, LLC
INCREASED237,4129,201+228,211+2480%$545.7K$13.8M+$13.2M2026-11-03
Kestra Advisory Services, LLC
INCREASED224,995143,434+81,561+57%$8.5M$13.0M+$4.5M2026-11-02
MGO One Seven LLC
INCREASED219,543212,534+7,009+3%$12.6M$12.7M+$123.7K2026-10-28
Markowski Investments
INCREASED210,394202,683+7,711+4%$12.0M$12.2M+$177.5K2026-10-30
XML Financial, LLC
INCREASED165,367159,217+6,150+4%$9.4M$9.6M+$144.8K2026-10-29
Advisor OS, LLC
INCREASED140,432130,370+10,062+8%$7.7M$8.1M+$410.0K2026-11-03
Farther Finance Advisors, LLC
INCREASED135,852124,235+11,617+9%$7.4M$7.9M+$511.0K2026-10-08
Mission Wealth Management, LP
INCREASED113,55389,977+23,576+26%$5.3M$6.6M+$1.2M2026-10-15
AlphaStar Capital Management, LLC
INCREASED109,643108,294+1,349+1%$6.4M$6.4M-$65.8K2026-10-16
Arsenal Capital Advisors LLC
INCREASED109,30690,155+19,151+21%$5.3M$6.3M+$990.5K2026-11-02
Meridian Wealth Management, LLC
INCREASED107,79728,249+79,548+282%$1.7M$6.3M+$4.6M2026-11-05
Semus Wealth Partners LLC
INCREASED104,07596,001+8,074+8%$5.7M$6.0M+$340.5K2026-10-22
Bank of New York Mellon Corp
INCREASED87,99482,583+5,411+7%$4.9M$5.1M+$203.9K2026-11-05
Childress Capital Advisors, LLC
INCREASED87,83972,497+15,342+21%$4.3M$5.1M+$793.1K2026-10-28
Kraft, Davis & Associates, LLC
INCREASED87,74883,081+4,667+6%$4.7M$4.9M+$222.4K2026-10-21
Prevail Innovative Wealth Advisors, LLC
DECREASED85,17491,748-6,574-7%$5.4M$5.0M-$454.6K2026-10-20
Cornerstone Advisory, LLC
INCREASED81,22262,421+18,801+30%$3.7M$4.7M+$1.0M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED71,89863,286+8,612+14%$3.8M$4.2M+$416.0K2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED68,307233,850-165,543-71%$13.9M$4.0M-$9.9M2026-11-05
Beacon Financial Advisory LLC
INCREASED66,87336,579+30,294+83%$2.2M$3.9M+$1.7M2026-10-16
Strategic Blueprint, LLC
INCREASED63,85860,740+3,118+5%$3.6M$3.7M+$100.0K2026-10-22
Creative Financial Designs Inc
INCREASED63,16458,990+4,174+7%$3.5M$3.7M+$163.6K2026-11-04
Castle Rock Wealth Management, LLC
INCREASED60,55357,155+3,398+6%$3.3M$3.6M+$234.2K2026-10-09
SBI Securities Co., Ltd.
INCREASED57,88657,254+632+1%$3.4M$3.4M-$39.5K2026-10-22
Stillwater Wealth Management Group
INCREASED57,63135,890+21,741+61%$2.1M$3.3M+$1.2M2026-10-21
Adell Harriman & Carpenter Inc
NEW56,302—+56,302——$3.3M—2026-11-02
Ascentis Independent Advisors
NEW56,208—+56,208——$3.3M—2026-11-03
Compass Financial Management LLC
INCREASED55,53652,583+2,953+6%$3.1M$3.2M+$135.8K2026-10-30
Independent Financial Group, LLC
INCREASED51,84329,981+21,862+73%$1.8M$3.0M+$1.2M2026-10-13
M Holdings Securities, Inc.
DECREASED48,47448,487-130%$2.8K$2.7K-$1462026-11-03
Kestra Private Wealth Services, LLC
INCREASED48,28639,123+9,163+23%$2.3M$2.8M+$479.2K2026-11-06
Kennedy Investment Group, Inc.
INCREASED47,87435,122+12,752+36%$2.1M$2.8M+$692.6K2026-10-21
Lanark Financial, Inc.
INCREASED45,57341,614+3,959+10%$2.5M$2.6M+$174.1K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED41,34438,761+2,583+7%$2.3M$2.4M+$98.3K2026-10-30
Private Wealth Partners, LLC
INCREASED41,21626,604+14,612+55%$1.6M$2.4M+$811.8K2026-10-22
Mayfair Advisory Group, LLC
INCREASED40,46037,120+3,340+9%$2.0M$2.3M+$297.6K2026-10-20
Guilbault Capital LLC
INCREASED37,50927,284+10,225+37%$1.6M$2.2M+$556.6K2026-10-28
Townsend Asset Management Corp
INCREASED37,43433,537+3,897+12%$2.0M$2.2M+$181.4K2026-10-29
Rational Advisors, Inc.
NEW36,300—+36,300——$2.1M—2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED36,28036,402-1220%$2.2M$2.1M-$55.5K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED35,8468,726+27,120+311%$517.5K$2.1M+$1.6M2026-10-16
Nfsg Corp
INCREASED34,17825,821+8,357+32%$1.5M$2.0M+$450.2K2026-10-15
Winnacle Wealth LLC
INCREASED33,94127,629+6,312+23%$1.6M$2.0M+$329.2K2026-10-15
Appleton Partners Inc
INCREASED32,84617,694+15,152+86%$1.0M$1.9M+$855.0K2026-10-30
Cap Partners, LLC
INCREASED30,78628,316+2,470+9%$1.7M$1.8M+$105.5K2026-10-19
Atria Investments, Inc
INCREASED30,76628,633+2,133+7%$1.7M$1.8M+$85.6K2026-10-15
Triumph Capital Management
INCREASED30,76130,567+194+1%$1.8M$1.8M-$29.4K2026-10-14
International Assets Investment Management, LLC
INCREASED30,4203,250+27,170+836%$188.7K$1.8M+$1.6M2026-11-02
J.W. Cole Advisors, Inc.
INCREASED30,34227,009+3,333+12%$1.6M$1.8M+$157.4K2026-11-05
NWF Advisory Services Inc.
INCREASED29,96619,420+10,546+54%$1.2M$1.7M+$585.6K2026-10-19
Garrison Bradford & Associates Inc
DECREASED29,19033,480-4,290-13%$2.0M$1.7M-$272.9K2026-10-27
Traynor Capital Management, Inc.
INCREASED28,83210,129+18,703+185%$600.8K$1.7M+$1.1M2026-10-29
PMG Family Office LLC
INCREASED25,88522,732+3,153+14%$1.3M$1.5M+$152.6K2026-10-19
Creative Planning
INCREASED25,00521,827+3,178+15%$1.3M$1.4M+$155.3K2026-11-02
Nations Financial Group Inc,
INCREASED24,83020,871+3,959+19%$1.2M$1.4M+$201.8K2026-11-05
NBZ Investment Advisors LLC
NEW22,245—+22,245——$1.3M—2026-10-30
Meadowbrook Wealth Management, LLC
INCREASED21,78721,414+373+2%$1.2M$1.3M+$7.7K2026-10-08
Regatta Capital Group, LLC
INCREASED20,98020,562+418+2%$1.2M$1.2M-$3.1K2026-10-23
Wedbush Securities Inc
DECREASED20,71322,901-2,188-10%$1.4M$1.2M-$157.0K2026-10-22
Private Client Services, LLC
NEW20,541—+20,541——$1.2M—2026-10-02
Symphony Financial, Ltd. Co.
DECREASED19,90838,348-18,440-48%$2.3M$1.2M-$1.1M2026-10-22
Balboa Wealth Partners
INCREASED18,96118,792+169+1%$1.1M$1.1M-$15.2K2026-10-20
Prospera Financial Services Inc
INCREASED18,4276,015+12,412+206%$356.7K$1.0M+$643.6K2026-11-04
BXM Wealth LLC
NEW18,415—+18,415——$1.1M—2026-11-03
Prosperity Financial Group, Inc.
DECREASED18,29318,520-227-1%$1.1M$1.1M-$37.8K2026-10-29
Herold Advisors, Inc.
DECREASED16,89517,226-331-2%$1.0M$979.6K-$44.4K2026-10-19
CoreCap Advisors, LLC
DECREASED16,74323,028-6,285-27%$1.4M$970.8K-$395.0K2026-10-08
Private Trust Co NA
INCREASED16,55012,964+3,586+28%$768.9K$959.6K+$190.7K2026-10-20
Latitude Advisors, LLC
INCREASED16,22011,105+5,115+46%$658.7K$940.5K+$281.8K2026-10-27
PNC Financial Services Group, Inc.
INCREASED15,6921,783+13,909+780%$105.8K$909.8K+$804.1K2026-11-06
Beese Fulmer Investment Management, Inc.
INCREASED15,51212,520+2,992+24%$742.6K$899.4K+$156.8K2026-10-23
Fifth Third Bancorp
INCREASED15,2848,430+6,854+81%$500.0K$886.2K+$386.2K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED15,2609,982+5,278+53%$592.0K$884.8K+$292.8K2026-10-20
Davenport & Co LLC
INCREASED15,05714,131+926+7%$838.1K$873.0K+$34.9K2026-10-14
Bayshore Capital Advisors, LLC
UNCHANGED14,50014,50000%$860.0K$840.7K-$19.3K2026-11-02
Spire Wealth Management
DECREASED14,46418,449-3,985-22%$1.1M$838.6K-$255.6K2026-10-30
Avidian Wealth Enterprises, LLC
UNCHANGED14,38714,38700%$853.3K$834.2K-$19.1K2026-10-08
Guided Capital Wealth Management, LLC
INCREASED14,13713,082+1,055+8%$775.9K$819.7K+$43.8K2026-10-21
Doliver Advisors, LP
DECREASED13,98414,104-120-1%$836.5K$810.8K-$25.7K2026-10-01
Joseph P. Lucia & Associates, LLC
DECREASED13,52914,054-525-4%$833.6K$784.4K-$49.1K2026-10-30
Cora Capital Advisors LLC
NEW13,400—+13,400——$776.9K—2026-11-02
Perigon Wealth Management, LLC
INCREASED13,1519,956+3,195+32%$590.5K$762.5K+$172.0K2026-10-22
Collier Financial
INCREASED12,79411,422+1,372+12%$677.4K$741.8K+$64.4K2026-11-06
Daymark Wealth Partners, LLC
INCREASED12,76712,703+64+1%$753.4K$740.2K-$13.2K2026-11-04
Fisher Asset Management, LLC
NEW12,459—+12,459——$722.4K—2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED12,00014,000-2,000-14%$830.3K$695.8K-$134.6K2026-11-03
Sagespring Wealth Partners, LLC
INCREASED11,72411,585+139+1%$687.1K$679.8K-$7.3K2026-10-22
Golden State Wealth Management, LLC
UNCHANGED11,20011,20000%$664.3K$649.4K-$14.9K2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED11,17914,937-3,758-25%$885.9K$648.1K-$237.8K2026-10-13
Lebenthal Global Advisors, LLC
INCREASED10,89310,751+142+1%$637.6K$631.5K-$6.1K2026-10-28
Noble Wealth Management PBC
DECREASED10,77811,582-804-7%$686.9K$624.9K-$62.0K2026-10-01
Wealthcare Advisory Partners LLC
INCREASED10,0858,887+1,198+13%$527.1K$584.7K+$57.7K2026-10-21
Aurora Private Wealth, Inc.
INCREASED9,8919,379+512+5%$556.0K$573.0K+$17.0K2026-10-20
Alessandra Capital Management, LLC
DECREASED9,83410,784-950-9%$639.6K$570.2K-$69.4K2026-10-30
Advisory Advocates, LLC
INCREASED9,4965,250+4,246+81%$311.4K$550.6K+$239.2K2026-11-05
Moors & Cabot, Inc.
INCREASED9,2498,299+950+11%$492.2K$536.3K+$44.0K2026-11-06
Manchester Capital Management LLC
INCREASED9,0698,989+80+1%$533.1K$525.8K-$7.3K2026-10-22
GSG Advisors LLC
INCREASED8,7423,432+5,310+155%$203.5K$506.9K+$303.3K2026-11-03
Brown Wealth Management, LLC
UNCHANGED8,6758,67500%$514.5K$503.0K-$11.5K2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED7,9517,95100%$471.6K$461.0K-$10.6K2026-10-26
Accurate Wealth Management, LLC
INCREASED7,9447,345+599+8%$427.1K$459.1K+$32.0K2026-10-20
CWA Asset Management Group, LLC
INCREASED7,8417,637+204+3%$453.0K$454.6K+$1.7K2026-10-19
Quad-Cities Investment Group, LLC
INCREASED7,7537,450+303+4%$441.9K$449.5K+$7.6K2026-10-16
Oppenheimer & Co Inc
INCREASED7,7005,380+2,320+43%$319.1K$446.4K+$127.4K2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED7,6636,065+1,598+26%$359.7K$444.3K+$84.6K2026-11-06
Blue Trust, Inc.
NEW7,560—+7,560——$438.3K—2026-10-15
Insight Wealth Strategies, LLC
NEW7,326—+7,326——$424.8K—2026-10-09
M.E. Allison & Co., Inc.
UNCHANGED7,3007,30000%$433.0K$423.3K-$9.7K2026-10-09
Sigma Planning Corp
INCREASED7,2456,585+660+10%$390.5K$420.0K+$29.5K2026-10-23
TrustBank
INCREASED7,0085,233+1,775+34%$310.4K$406.3K+$96.0K2026-10-20
Core Wealth Partners LLC
INCREASED6,8784,807+2,071+43%$285.1K$398.8K+$113.7K2026-11-02
Carlson Financial, Inc.
NEW6,685—+6,685——$387.6K—2026-11-05
RFG Advisory, LLC
NEW6,602—+6,602——$382.8K—2026-11-03
Gilliland Jeter Wealth Management LLC
UNCHANGED6,5476,54700%$388.3K$379.6K-$8.7K2026-10-28
Clarity Wealth Advisors, LLC
INCREASED6,3155,000+1,315+26%$296.6K$366.1K+$69.6K2026-10-21
SeedSafe Financial LLC
NEW6,243—+6,243——$362.0K—2026-11-02
Jacobi Capital Management LLC
INCREASED6,1945,739+455+8%$340.4K$359.1K+$18.8K2026-11-05
Occidental Asset Management, LLC
INCREASED6,1424,273+1,869+44%$253.4K$356.1K+$102.7K2026-11-05
Avaii Wealth Management, LLC
DECREASED5,9926,073-81-1%$360.2K$347.6K-$12.5K2026-10-09
Southland Equity Partners LLC
UNCHANGED5,9855,98500%$355.0K$347.0K-$8.0K2026-10-14
Advisor Resource Council
NEW5,600—+5,600——$327.1K—2026-11-05
Cathy Pareto & Associates, Inc
INCREASED5,5044,704+800+17%$279.1K$319.2K+$40.1K2026-10-15
Register Financial Advisors LLC
INCREASED5,0753,675+1,400+38%$218.0K$294.2K+$76.3K2026-10-23
Kraematon Investment Advisors, Inc
NEW5,030—+5,030——$291.6K—2026-11-02
Brighton Jones LLC
NEW5,028—+5,028——$291.5K—2026-11-03
Comprehensive Financial Planning, Inc.
NEW5,028—+5,028——$291.5K—2026-10-27
Reyes Financial Architecture, Inc.
DECREASED4,98792,456-87,469-95%$5.5M$289.1K-$5.2M2026-10-22
Canvas Wealth Advisors, LLC
INCREASED4,9203,833+1,087+28%$227.3K$275.9K+$48.5K2026-11-02
Compound Planning, Inc.
DECREASED4,6255,153-528-10%$305.6K$268.2K-$37.5K2026-11-05
Diversify Advisory Services, LLC
INCREASED4,6134,000+613+15%$220.1K$262.2K+$42.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,6134,000+613+15%$220.1K$262.2K+$42.1K2026-10-20
Patriot Financial Group Insurance Agency, LLC
NEW4,590—+4,590——$266.1K—2026-10-14
Insight Advisors, LLC/ PA
INCREASED4,5403,575+965+27%$212.0K$263.2K+$51.2K2026-10-22
OpenArc Corporate Advisory, LLC
NEW4,343—+4,343——$251.8K—2026-10-21
Signaturefd, LLC
UNCHANGED4,3004,30000%$255.0K$249.3K-$5.7K2026-10-23
B. Riley Wealth Advisors, Inc.
NEW4,071—+4,071——$236.0K—2026-10-13
First Business Financial Services, Inc.
UNCHANGED4,0714,07100%$241.5K$236.0K-$5.4K2026-10-29
Capital CS Group, LLC
NEW4,070—+4,070——$236.0K—2026-10-29
Abel Hall, LLC
UNCHANGED4,0004,00000%$237.2K$231.9K-$5.3K2026-10-19
Helium Advisors LLC
INCREASED3,9913,888+103+3%$230.6K$231.4K+$7912026-10-23
Kercheville Advisors, LLC
INCREASED3,9503,800+150+4%$225.4K$229.0K+$3.6K2026-10-19
Cyndeo Wealth Partners, LLC
NEW3,946—+3,946——$228.8K—2026-10-16
Next Level Private LLC
NEW3,830—+3,830——$222.0K—2026-10-20
Sovran Advisors, LLC
NEW3,630—+3,630——$203.5K—2026-11-02
World Equity Group, Inc.
DECREASED3,6084,487-879-20%$266.1K$209.2K-$56.9K2026-10-14
Sage Investment Counsel LLC
INCREASED3,5993,565+34+1%$211.5K$208.7K-$2.8K2026-10-26
Total Clarity Wealth Management, Inc.
NEW3,586—+3,586——$207.9K—2026-10-26
AdvisorNet Financial, Inc
DECREASED3,5804,840-1,260-26%$287.1K$203.5K-$83.5K2026-10-15
Aire Advisors, LLC
NEW3,516—+3,516——$203.9K—2026-10-22
IPG Investment Advisors LLC
NEW3,500—+3,500——$202.9K—2026-10-30
Leo Wealth, LLC
NEW3,465—+3,465——$200.9K—2026-10-26
Berbice Capital Management LLC
NEW3,100—+3,100——$179.7K—2026-10-13
Gilpin Wealth Management, LLC
INCREASED3,0842,750+334+12%$163.1K$178.8K+$15.7K2026-10-09
Madden Securities Corp
NEW3,000—+3,000——$173.9K—2026-10-27
J.Safra Asset Management Corp
INCREASED2,6002,533+67+3%$150.2K$150.8K+$5522026-11-03
Wolff Wiese Magana LLC
INCREASED2,3381,719+619+36%$102.0K$135.5K+$33.6K2026-10-15
Clearstead Advisors, LLC
INCREASED1,8671,818+49+3%$107.8K$108.2K+$3962026-11-06
Allworth Financial LP
UNCHANGED1,7851,78500%$105.9K$105.9K$02026-11-06
Larson Financial Group LLC
INCREASED1,773281+1,492+531%$16.6K$102.8K+$86.2K2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED50050000%$29.7K$29.0K-$6652026-10-09
Parallel Advisors, LLC
NEW424—+424——$24.6K—2026-11-03
Physician Wealth Advisors, Inc.
DECREASED379524-145-28%$31.1K$22.0K-$9.1K2026-10-20
IFP Advisors, Inc
INCREASED250100+150+150%$5.9K$14.5K+$8.6K2026-10-16
Duncker Streett & Co Inc
UNCHANGED20020000%$11.9K$11.6K-$2662026-10-27
GK Wealth Management LLC
NEW190—+190——$11.0K—2026-10-09
Gen-Wealth Partners Inc
INCREASED175173+2+1%$10.3K$10.1K-$1422026-11-04
Planning Strategies Inc.
UNCHANGED16516500%$9.8K$9.6K-$2192026-10-02
Assetmark, Inc
DECREASED116262-146-56%$15.6K$6.7K-$8.8K2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED373700%$2.2K$2.2K+$82026-10-15
Root Financial Partners, LLC
NEW26—+26——$1.5K—2026-10-21
Canton Hathaway, LLC
NEW22—+22——$1.3K—2026-10-23
Aspect Partners, LLC
UNCHANGED202000%$1.2K$1.2K-$262026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$297$290-$72026-10-23
JFS Wealth Advisors, LLC
UNCHANGED1100%$60$58-$22026-11-03
Cannon Advisors, Inc.
CLOSED0104,623-104,623-100%$6.0M$0-$6.0M2026-10-14
Avestar Capital, LLC
CLOSED043,919-43,919-100%$2.6M$0-$2.6M2026-10-28
Inscription Capital, LLC
CLOSED042,003-42,003-100%$2.5M$0-$2.5M2026-11-02
Milestone Asset Management, LLC
CLOSED010,145-10,145-100%$601.8K$0-$601.8K2026-10-15
Southern Financial Group, LLC
CLOSED07,836-7,836-100%$464.8K$0-$464.8K2026-10-30
TBH Global Asset Management, LLC
CLOSED07,694-7,694-100%$456.3K$0-$456.3K2026-11-03
Imc-Chicago, LLC
CLOSED07,168-7,168-100%$425.1K$0-$425.1K2026-11-05
Wellington Shields Capital Management, LLC
CLOSED06,800-6,800-100%$403.3K$0-$403.3K2026-11-03
Tannin Capital LLC
CLOSED03,935-3,935-100%$233.4K$0-$233.4K2026-11-05
Forum Financial Management, LP
CLOSED03,902-3,902-100%$231.4K$0-$231.4K2026-10-16
Activest Wealth Management
CLOSED01,500-1,500-100%$89.0K$0-$89.0K2026-10-15
Tsfg, LLC
CLOSED01,040-1,040-100%$62.0K$0-$62.0K2026-10-23
Belvedere Trading LLC
CLOSED0664-664-100%$39.4K$0-$39.4K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0622-622-100%$36.9K$0-$36.9K2026-11-06
Salem Investment Counselors Inc
CLOSED0150-150-100%$8.9K$0-$8.9K2026-10-13
Asset Dedication, LLC
CLOSED020-20-100%$1.2K$0-$1.2K2026-11-03
Bank of America Corp
N/A—2,437,299-2,437,299-100%$144.6M———
Goldman Sachs Group Inc
N/A—1,830,968-1,830,968-100%$108.6M———
Requisite Capital Management, LLC
N/A—1,581,010-1,581,010-100%$93.8M———
HighTower Advisors, LLC
N/A—1,208,490-1,208,490-100%$71.7M———
Wells Fargo & Company
N/A—1,204,020-1,204,020-100%$71.4M———
UBS Group AG
N/A—865,553-865,553-100%$51.3M———
Royal Bank of Canada
N/A—760,586-760,586-100%$45.1M———
Susquehanna International Group, LLP
N/A—743,204-743,204-100%$44.1M———
Cerity Partners LLC
N/A—729,813-729,813-100%$43.3M———
Raymond James Financial Inc
N/A—634,074-634,074-100%$37.6M———
Osaic Holdings, Inc.
N/A—388,395-388,395-100%$23.0M———
EP Wealth Advisors, LLC
N/A—347,123-347,123-100%$20.6M———
Cetera Investment Advisers
N/A—251,726-251,726-100%$14.9M———
Vestmark Advisory Solutions, Inc.
N/A—233,592-233,592-100%$13.9M———
Envestnet Asset Management Inc
N/A—212,391-212,391-100%$12.6M———
Northwestern Mutual Wealth Management Co
N/A—208,459-208,459-100%$12.4M———
Sanctuary Advisors, LLC
N/A—207,333-207,333-100%$12.3M———
Equitable Holdings, Inc.
N/A—182,805-182,805-100%$10.8M———
Wick Capital Partners, LLC
N/A—140,128-140,128-100%$8.3M———
Significant Wealth Partners LLC
N/A—133,953-133,953-100%$7.9M———
Navis Wealth Advisors, LLC
N/A—133,453-133,453-100%$7.9M———
MJP Associates Inc
N/A—130,370-130,370-100%$7.7M———
Stifel Financial Corp
N/A—111,223-111,223-100%$6.6M———
Delta Investment Management, LLC
N/A—109,061-109,061-100%$6.5M———
&partners
N/A—108,872-108,872-100%$6.5M———
Mason & Associates Inc
N/A—105,390-105,390-100%$6.3M———
Ameriprise Financial Inc
N/A—105,335-105,335-100%$6.2M———
Renaissance Technologies LLC
N/A—102,800-102,800-100%$6.1M———
Z3 Capital Partners, LLC
N/A—94,225-94,225-100%$5.6M———
SHP Wealth Management
N/A—92,916-92,916-100%$5.5M———
Private Advisor Group, LLC
N/A—90,673-90,673-100%$5.4M———
Citadel Advisors LLC
N/A—87,171-87,171-100%$5.2M———
Paragon Financial Partners, Inc.
N/A—79,814-79,814-100%$4.4M———
NewEdge Advisors, LLC
N/A—75,821-75,821-100%$4.5M———
Aurdan Capital Management, LLC
N/A—75,821-75,821-100%$4.5M———
RiverFront Investment Group, LLC
N/A—74,569-74,569-100%$4.4M———
Tandem Financial, LLC
N/A—72,476-72,476-100%$4.3M———
WNY Asset Management, LLC
N/A—69,294-69,294-100%$4.1M———
Cedarwood Wealth LLC
N/A—68,306-68,306-100%$4.1M———
Rockefeller Capital Management L.P.
N/A—66,764-66,764-100%$4.0M———
Waverly Advisors, LLC
N/A—63,053-63,053-100%$3.7M———
Tradition Wealth Management, LLC
N/A—60,690-60,690-100%$3.6M———
Ethos Financial Group, LLC
N/A—59,338-59,338-100%$3.2M———
Capital Analysts, LLC
N/A—54,840-54,840-100%$3.3M———
Stratos Wealth Partners, Ltd.
N/A—54,032-54,032-100%$3.2M———
Modern Wealth Management, LLC
N/A—53,900-53,900-100%$3.2M———
Bridgewealth Advisory Group, LLC
N/A—53,453-53,453-100%$3.2M———
BFC Planning, Inc.
N/A—49,347-49,347-100%$2.9M———
Arax Advisory Partners
N/A—45,866-45,866-100%$2.7M———
Invst, LLC
N/A—40,755-40,755-100%$2.4M———
Regal Investment Advisors LLC
N/A—40,447-40,447-100%$2.4M———
MML Investors Services, LLC
N/A—39,650-39,650-100%$2.4M———
Jones Financial Companies Lllp
N/A—37,626-37,626-100%$2.1M———
Investors Portfolio Services LLC
N/A—37,358-37,358-100%$2.2M———
Kingsview Wealth Management, LLC
N/A—34,622-34,622-100%$2.1M———
PFG Investments, LLC
N/A—33,354-33,354-100%$2.0M———
Beta Wealth Group, Inc.
N/A—32,893-32,893-100%$2.0M———
Quantinno Capital Management LP
N/A—30,118-30,118-100%$1.8M———
Founders Financial Alliance, LLC
N/A—28,933-28,933-100%$1.7M———
Mariner, LLC
N/A—28,692-28,692-100%$1.7M———
Graney & King, LLC
N/A—26,555-26,555-100%$1.6M———
Western Wealth Management, LLC
N/A—24,816-24,816-100%$1.5M———
Old Mission Capital LLC
N/A—24,420-24,420-100%$1.4M———
Thompson David Blair
N/A—22,223-22,223-100%$1.3M———
URS Advisory LLC
N/A—21,957-21,957-100%$1.3M———
Concentrum Wealth Management
N/A—20,978-20,978-100%$1.2M———
Kovack Advisors, Inc.
N/A—20,117-20,117-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—19,700-19,700-100%$1.2M———
Janney Montgomery Scott LLC
N/A—19,628-19,628-100%$1.2M———
Summit Financial, LLC
N/A—19,006-19,006-100%$1.1M———
Kintra Wealth, LLC
N/A—18,188-18,188-100%$1.0M———
Snowden Capital Advisors LLC
N/A—18,177-18,177-100%$1.1M———
Focus Partners Wealth
N/A—17,695-17,695-100%$1.0M———
Global Retirement Partners, LLC
N/A—17,628-17,628-100%$1.0M———
RPS Advisory Solutions LLC
N/A—17,003-17,003-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—16,447-16,447-100%$975.5K———
Panoramic Investment Advisors, LLC
N/A—15,362-15,362-100%$911.1K———
AE Wealth Management LLC
N/A—15,199-15,199-100%$901.5K———
Berger Financial Group, Inc
N/A—14,450-14,450-100%$857.0K———
Morgan Stanley
N/A—13,911-13,911-100%$825.1K———
IHT Wealth Management, LLC
N/A—13,420-13,420-100%$795.9K———
Great Valley Advisor Group, Inc.
N/A—13,197-13,197-100%$782.3K———
Harvest Investment Services, LLC
N/A—13,050-13,050-100%$774.0K———
Xcelsior Advisor Partners LLC
N/A—13,010-13,010-100%$771.6K———
Cary Street Partners Financial LLC
N/A—12,961-12,961-100%$768.7K———
Berkshire Asset Management LLC
N/A—12,135-12,135-100%$719.7K———
AQR Capital Management LLC
N/A—11,269-11,269-100%$668.4K———
Coppell Advisory Solutions LLC
N/A—11,089-11,089-100%$3.7K———
Intrepid Financial Planning Group LLC
N/A—10,233-10,233-100%$606.9K———
Zacks Investment Management
N/A—9,541-9,541-100%$565.9K———
Comprehensive Money Management Services LLC
N/A—8,899-8,899-100%$527.8K———
Gladstone Institutional Advisory LLC
N/A—8,718-8,718-100%$517.1K———
Geneos Wealth Management Inc.
N/A—8,585-8,585-100%$509.2K———
MAI Capital Management
N/A—8,410-8,410-100%$498.8K———
Benjamin Edwards Inc
N/A—8,400-8,400-100%$498.2K———
Betterment LLC
N/A—8,328-8,328-100%$494.0K———
Bull Harbor Capital LLC
N/A—8,230-8,230-100%$488.1K———
Westmount Partners, LLC
N/A—7,965-7,965-100%$472.4K———
Integrated Wealth Concepts LLC
N/A—7,837-7,837-100%$464.8K———
XTX Topco Ltd
N/A—6,860-6,860-100%$406.9K———
Thoroughbred Financial Services, LLC
N/A—6,787-6,787-100%$402.0K———
Advisory Services Network, LLC
N/A—6,587-6,587-100%$390.7K———
Texas Yale Capital Corp.
N/A—6,450-6,450-100%$382.6K———
JPMorgan Chase & Co
N/A—6,428-6,428-100%$375.7K———
Brown Advisory Inc
N/A—6,344-6,344-100%$376.3K———
Principal Securities, Inc.
N/A—6,044-6,044-100%$358.5K———
Synergy Financial Group, LTD
N/A—5,989-5,989-100%$355.2K———
Vienna Asset Management LLC
N/A—5,892-5,892-100%$349.4K———
Stratos Wealth Advisors, LLC
N/A—5,675-5,675-100%$336.6K———
Eldridge Investment Advisors, Inc.
N/A—5,209-5,209-100%$306.2K———
Pasadena Private Wealth, LLC
N/A—5,192-5,192-100%$308.0K———
Kapstone Financial Advisors LLC
N/A—5,115-5,115-100%$303.4K———
Arkadios Wealth Advisors
N/A—4,977-4,977-100%$295.2K———
BBR Partners, LLC
N/A—4,500-4,500-100%$266.9K———
United Capital Financial Advisors, LLC
N/A—4,352-4,352-100%$258.1K———
Ruggiero Investments, Inc.
N/A—4,340-4,340-100%$257.4K———
Cary Street Partners Investment Advisory LLC
N/A—4,195-4,195-100%$248.8K———
Royal Capital Wealth Management, LLC
N/A—4,130-4,130-100%$245.0K———
Centaurus Financial, Inc.
N/A—3,600-3,600-100%$214.0K———
Cahill Financial Advisors Inc
N/A—3,578-3,578-100%$212.2K———
Harbour Investments, Inc.
N/A—3,173-3,173-100%$188.2K———
Quent Capital, LLC
N/A—1,875-1,875-100%$111.2K———
Aventura Private Wealth, LLC
N/A—1,629-1,629-100%$96.6K———
Bank of Montreal
N/A—1,504-1,504-100%$89.2K———
Highland Investment Advisors LLC
N/A—608-608-100%$36.1K———
PIN OAK Investment Advisors Inc
N/A—445-445-100%$26———
FMR LLC
N/A—396-396-100%$23.5K———
Bessemer Group Inc
N/A—200-200-100%$12———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$5.9K———
Continuum Advisory, LLC
N/A—85-85-100%$5.0K———
Hantz Financial Services, Inc.
N/A—56-56-100%$3———
Rothschild Investment LLC
N/A—50-50-100%$3.0K———
Strategic Wealth Partners, Ltd.
N/A—34-34-100%$2.0K———
Showing 332 of 332 institutions