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INN Defined Wealth Shield (BALT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares1,323,501 from 1,236,763
Change+86,738 (+7%)
Value$46.3M (+$3.9M)
Filed 2026-11-02
Crown Wealth Group, LLC
INCREASED
Shares1,066,604 from 978,870
Change+87,734 (+9%)
Value$37.3M (+$3.7M)
Filed 2026-10-19
PTM Wealth Management, LLC
INCREASED
Shares878,714 from 853,198
Change+25,516 (+3%)
Value$30.8M (+$1.5M)
Filed 2026-10-23
Kure Advisory, LLC
INCREASED
Shares768,852 from 741,316
Change+27,536 (+4%)
Value$26.9M (+$1.5M)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares743,442 from 552,027
Change+191,415 (+35%)
Value$26.0M (+$7.1M)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares705,659 from 1,005,902
Change-300,243 (-30%)
Value$24.7M (-$9.8M)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares632,164 from 651,904
Change-19,740 (-3%)
Value$22.1M (-$246.6K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
DECREASED
Shares520,719 from 525,929
Change-5,210 (-1%)
Value$18.2M (+$175.5K)
Filed 2026-10-21
NBZ Investment Advisors LLC
INCREASED
Shares490,838 from 490,105
Change+733 (+0%)
Value$17.2M (+$358.9K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares481,380 from 324,994
Change+156,386 (+48%)
Value$16.8M (+$5.7M)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares474,487 from 455,717
Change+18,770 (+4%)
Value$16.6M (+$965.9K)
Filed 2026-10-16
ATX Financial Planning, LLC
INCREASED
Shares470,855 from 349,729
Change+121,126 (+35%)
Value$16.5M (+$4.5M)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares406,006 from 396,460
Change+9,546 (+2%)
Value$14.2M (+$603.2K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares392,359 from 328,877
Change+63,482 (+19%)
Value$13.7M (+$2.4M)
Filed 2026-11-05
Rochester Wealth Strategies, LLC
INCREASED
Shares351,543 from 219,349
Change+132,194 (+60%)
Value$12.3M (+$4.8M)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares331,311 from 303,972
Change+27,339 (+9%)
Value$11.6M (+$1.2M)
Filed 2026-10-19
Long Island Wealth Management, Inc.
INCREASED
Shares329,207 from 285,262
Change+43,945 (+15%)
Value$11.5M (+$1.7M)
Filed 2026-10-20
Central Valley Advisors, LLC
INCREASED
Shares318,788 from 313,952
Change+4,836 (+2%)
Value$11.1M (+$382.5K)
Filed 2026-10-27
Triad Wealth Partners, LLC
INCREASED
Shares284,676 from 231,224
Change+53,452 (+23%)
Value$9.9M (+$2.0M)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares282,118 from 204,568
Change+77,550 (+38%)
Value$9.9M (+$2.8M)
Filed 2026-11-05
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares278,181 from 272,564
Change+5,617 (+2%)
Value$9.7M (+$381.7K)
Filed 2026-10-07
Broussard Financial Group LLC
NEW
Shares269,648
Change+269,648
Value$9.4M
Filed 2026-10-26
Woodard & Co Asset Management Group Inc
DECREASED
Shares265,016 from 276,044
Change-11,028 (-4%)
Value$9.3M (-$197.7K)
Filed 2026-11-03
Carter Financial Group, Inc.
INCREASED
Shares247,983 from 241,453
Change+6,530 (+3%)
Value$8.7M (+$392.4K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares233,128 from 187,215
Change+45,913 (+25%)
Value$8.1M (+$1.7M)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares231,389 from 206,369
Change+25,020 (+12%)
Value$8.1M (+$1.0M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares227,675 from 240,974
Change-13,299 (-6%)
Value$8.0M (-$301.0K)
Filed 2026-11-02
FAI Advisors, Inc.
INCREASED
Shares225,990 from 164,959
Change+61,031 (+37%)
Value$7.9M (+$2.2M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares224,735 from 218,927
Change+5,808 (+3%)
Value$7.9M (+$351.8K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares215,620 from 183,630
Change+31,990 (+17%)
Value$7.5M (+$1.2M)
Filed 2026-10-30
RHL Group, LLC
INCREASED
Shares208,699 from 154,203
Change+54,496 (+35%)
Value$7.3M (+$2.1M)
Filed 2026-11-04
KFG Wealth Management, LLC
INCREASED
Shares205,837 from 160,987
Change+44,850 (+28%)
Value$7.2M (+$1.7M)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares198,626 from 211,835
Change-13,209 (-6%)
Value$6.9M (-$317.6K)
Filed 2026-10-14
Holos Integrated Wealth LLC
INCREASED
Shares195,674 from 183,682
Change+11,992 (+7%)
Value$6.9M (+$546.7K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares194,745 from 180,271
Change+14,474 (+8%)
Value$6.8M (+$628.5K)
Filed 2026-10-30
Sovran Advisors, LLC
DECREASED
Shares181,717 from 203,553
Change-21,836 (-11%)
Value$6.4M (-$615.6K)
Filed 2026-11-02
Family Office Research LLC
INCREASED
Shares171,004 from 101,982
Change+69,022 (+68%)
Value$6.0M (+$2.5M)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
NEW
Shares170,484
Change+170,484
Value$6.0M
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares162,329 from 166,069
Change-3,740 (-2%)
Value$5.7M (-$17.8K)
Filed 2026-11-05
Code Waechter LLC
INCREASED
Shares157,250 from 152,786
Change+4,464 (+3%)
Value$5.5M (+$259.9K)
Filed 2026-10-23
Beacon Financial Group
INCREASED
Shares149,230 from 136,483
Change+12,747 (+9%)
Value$5.2M (+$538.3K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
INCREASED
Shares147,228 from 121,444
Change+25,784 (+21%)
Value$5.2M (+$992.2K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares144,310 from 129,533
Change+14,777 (+11%)
Value$5.0M (+$604.5K)
Filed 2026-10-30
Trek Financial, LLC
INCREASED
Shares143,100 from 142,339
Change+761 (+1%)
Value$5.0M (+$123.4K)
Filed 2026-10-29
Brown Wealth Management, LLC
DECREASED
Shares139,684 from 155,832
Change-16,148 (-10%)
Value$4.9M (-$458.4K)
Filed 2026-10-20
ARQ Wealth Advisors, LLC
DECREASED
Shares139,458 from 199,224
Change-59,766 (-30%)
Value$4.9M (-$2.0M)
Filed 2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares131,175 from 112,486
Change+18,689 (+17%)
Value$4.6M (+$729.7K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares130,488 from 108,016
Change+22,472 (+21%)
Value$4.6M (+$858.8K)
Filed 2026-10-23
Ballast Rock Private Wealth LLC
DECREASED
Shares128,508 from 129,280
Change-772 (-1%)
Value$4.5M (+$60.9K)
Filed 2026-10-26
Financial Designs Corp
INCREASED
Shares125,064 from 124,615
Change+449 (+0%)
Value$4.4M (+$100.4K)
Filed 2026-10-09
Pachira Investments Inc.
INCREASED
Shares121,205 from 112,569
Change+8,636 (+8%)
Value$4.2M (+$378.4K)
Filed 2026-10-14
Southland Equity Partners LLC
INCREASED
Shares120,315 from 6,907
Change+113,408 (+1642%)
Value$4.2M (+$4.0M)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares109,691 from 88,540
Change+21,151 (+24%)
Value$3.8M (+$801.6K)
Filed 2026-11-04
New Wave Wealth Advisors LLC
INCREASED
Shares106,647 from 97,133
Change+9,514 (+10%)
Value$3.7M (+$409.2K)
Filed 2026-10-19
Winnacle Wealth LLC
DECREASED
Shares104,829 from 131,994
Change-27,165 (-21%)
Value$3.7M (-$859.7K)
Filed 2026-10-15
Whipplewood Advisors, LLC
INCREASED
Shares104,077 from 98,097
Change+5,980 (+6%)
Value$3.6M (+$275.7K)
Filed 2026-10-20
Milestone Asset Management, LLC
DECREASED
Shares103,358 from 105,587
Change-2,229 (-2%)
Value$3.6M (-$6.1K)
Filed 2026-10-15
First Heartland Consultants, Inc.
DECREASED
Shares103,085 from 106,050
Change-2,965 (-3%)
Value$3.6M (-$31.5K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares99,483 from 42,958
Change+56,525 (+132%)
Value$3.5M (+$2.0M)
Filed 2026-10-13
CGN Advisors LLC
INCREASED
Shares97,593 from 82,886
Change+14,707 (+18%)
Value$3.4M (+$570.4K)
Filed 2026-10-21
NewCorp Financial Services, Inc.
INCREASED
Shares95,777 from 91,974
Change+3,803 (+4%)
Value$3.3M (+$195.5K)
Filed 2026-10-14
Thrivent Financial for Lutherans
NEW
Shares93,406
Change+93,406
Value$3.3M
Filed 2026-11-05
Integrity Advisory Solutions, LLC
DECREASED
Shares92,257 from 99,043
Change-6,786 (-7%)
Value$3.2M (-$169.8K)
Filed 2026-10-29
Integral Investment Advisors, Inc.
INCREASED
Shares91,725 from 86,900
Change+4,825 (+6%)
Value$3.2M (+$227.7K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares90,378 from 96,848
Change-6,470 (-7%)
Value$3.2M (-$160.3K)
Filed 2026-11-03
Cannon Advisors, Inc.
INCREASED
Shares89,148 from 42,879
Change+46,269 (+108%)
Value$3.1M (+$1.6M)
Filed 2026-10-14
Vicus Capital
DECREASED
Shares87,015 from 87,253
Change-238 (0%)
Value$3.0M (+$51.0K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares85,670 from 65,588
Change+20,082 (+31%)
Value$3.0M (+$746.5K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares85,304 from 88,416
Change-3,112 (-4%)
Value$3.0M (-$48.6K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares77,784 from 65,919
Change+11,865 (+18%)
Value$2.7M (+$459.5K)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares77,202 from 80,024
Change-2,822 (-4%)
Value$2.7M (-$44.2K)
Filed 2026-10-15
Csenge Advisory Group
UNCHANGED
Shares74,845 from 74,845
Change0 (0%)
Value$2.6M (+$50.9K)
Filed 2026-11-04
Encompass More Asset Management
INCREASED
Shares70,150 from 56,158
Change+13,992 (+25%)
Value$2.5M (+$527.2K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED
Shares69,672 from 71,902
Change-2,230 (-3%)
Value$2.4M (-$29.0K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares62,817
Change+62,817
Value$2.2M
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares60,116 from 61,635
Change-1,519 (-2%)
Value$2.1M (-$11.2K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
DECREASED
Shares59,255 from 59,570
Change-315 (-1%)
Value$2.1M (+$29.5K)
Filed 2026-10-27
Chris Bulman Inc
INCREASED
Shares59,078 from 58,807
Change+271 (+0%)
Value$2.1M (+$49.5K)
Filed 2026-10-20
Split Rock Private Trading & Wealth Management, LLC
NEW
Shares57,051
Change+57,051
Value$2.0M
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares56,537 from 110,583
Change-54,046 (-49%)
Value$2.0M (-$1.8M)
Filed 2026-10-14
TradeWell Securities, Llc.
INCREASED
Shares50,112 from 39,663
Change+10,449 (+26%)
Value$1.8M (+$392.2K)
Filed 2026-10-21
Wealth Advisory Solutions, LLC
INCREASED
Shares47,476 from 41,546
Change+5,930 (+14%)
Value$1.7M (+$235.5K)
Filed 2026-10-20
IFS Advisors, LLC
NEW
Shares44,536
Change+44,536
Value$1.6M
Filed 2026-10-14
RiverTree Advisors, LLC
INCREASED
Shares43,209 from 42,557
Change+652 (+2%)
Value$1.5M (+$51.7K)
Filed 2026-10-13
Vima LLC
INCREASED
Shares42,049 from 35,149
Change+6,900 (+20%)
Value$1.5M (+$265.1K)
Filed 2026-10-23
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares42,010 from 45,020
Change-3,010 (-7%)
Value$1.5M (-$74.6K)
Filed 2026-10-16
Kelly Financial Group LLC
INCREASED
Shares42,004 from 31,304
Change+10,700 (+34%)
Value$1.5M (+$395.3K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares41,445 from 33,417
Change+8,028 (+24%)
Value$1.4M (+$303.3K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares39,995 from 48,384
Change-8,389 (-17%)
Value$1.4M (-$260.3K)
Filed 2026-10-08
Soltis Investment Advisors LLC
DECREASED
Shares39,652 from 42,766
Change-3,114 (-7%)
Value$1.4M (-$79.8K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED
Shares38,706 from 27,812
Change+10,894 (+39%)
Value$1.4M (+$399.7K)
Filed 2026-10-08
Krilogy Financial LLC
NEW
Shares38,626
Change+38,626
Value$1.4M
Filed 2026-10-13
MBL Wealth, LLC
INCREASED
Shares38,300 from 11,500
Change+26,800 (+233%)
Value$1.3M (+$944.5K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares38,182 from 37,155
Change+1,027 (+3%)
Value$1.3M (+$61.2K)
Filed 2026-10-26
Virtue Capital Management, LLC
INCREASED
Shares37,786 from 13,313
Change+24,473 (+184%)
Value$1.3M (+$864.4K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares37,435 from 39,541
Change-2,106 (-5%)
Value$1.3M (-$46.7K)
Filed 2026-10-13
Diversify Advisory Services, LLC
DECREASED
Shares37,398 from 37,891
Change-493 (-1%)
Value$1.3M (+$10.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares37,398 from 37,891
Change-493 (-1%)
Value$1.3M (+$10.0K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares36,960 from 73,144
Change-36,184 (-49%)
Value$1.3M (-$1.2M)
Filed 2026-10-22
Columbia Advisory Partners LLC
DECREASED
Shares36,947 from 45,575
Change-8,628 (-19%)
Value$1.3M (-$270.6K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares36,619 from 6,336
Change+30,283 (+478%)
Value$1.3M (+$1.1M)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED
Shares35,693 from 22,958
Change+12,735 (+55%)
Value$1.2M (+$460.7K)
Filed 2026-11-04
Somerset Trust Co
INCREASED
Shares34,185 from 26,043
Change+8,142 (+31%)
Value$1.2M (+$302.3K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares32,825 from 31,581
Change+1,244 (+4%)
Value$1.1M (+$65.0K)
Filed 2026-10-09
Integrity Alliance, Llc.
INCREASED
Shares32,426 from 27,777
Change+4,649 (+17%)
Value$1.1M (+$181.4K)
Filed 2026-10-29
Verdence Capital Advisors LLC
NEW
Shares31,320
Change+31,320
Value$1.1M
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares30,007 from 30,701
Change-694 (-2%)
Value$1.0M (-$3.4K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares29,930 from 27,837
Change+2,093 (+8%)
Value$1.0M (+$92.1K)
Filed 2026-11-02
Stegent Equity Advisors, Inc.
INCREASED
Shares29,261 from 18,075
Change+11,186 (+62%)
Value$1.0M (+$403.2K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares28,419 from 33,321
Change-4,902 (-15%)
Value$993.2K (-$148.7K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares27,897 from 30,176
Change-2,279 (-8%)
Value$975.0K (-$59.1K)
Filed 2026-10-15
TopTier Wealth Management, LLC
DECREASED
Shares27,852 from 29,462
Change-1,610 (-5%)
Value$973.4K (-$36.2K)
Filed 2026-10-16
Integrated Wealth Management
INCREASED
Shares24,730 from 23,838
Change+892 (+4%)
Value$864.3K (+$47.4K)
Filed 2026-10-19
BFI Wealth Solutions, LLC
INCREASED
Shares23,061 from 23,034
Change+27 (+0%)
Value$806.0K (+$16.6K)
Filed 2026-10-16
Range Financial Group LLC
INCREASED
Shares22,842 from 18,832
Change+4,010 (+21%)
Value$798.3K (+$152.9K)
Filed 2026-10-21
Ritholtz Wealth Management
UNCHANGED
Shares21,655 from 21,655
Change0 (0%)
Value$756.8K (+$14.7K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares21,274 from 20,839
Change+435 (+2%)
Value$743.5K (+$29.4K)
Filed 2026-11-03
Beam Wealth Advisors, Inc.
NEW
Shares20,898
Change+20,898
Value$730.4K
Filed 2026-11-03
ACT Advisors, Llc.
INCREASED
Shares20,630 from 13,388
Change+7,242 (+54%)
Value$721.0K (+$262.2K)
Filed 2026-10-15
Advisor OS, LLC
UNCHANGED
Shares20,381 from 20,381
Change0 (0%)
Value$712.3K (+$13.9K)
Filed 2026-11-03
Vestia Personal Wealth Advisors
UNCHANGED
Shares20,196 from 20,196
Change0 (0%)
Value$705.9K (+$13.7K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares19,926 from 12,459
Change+7,467 (+60%)
Value$696.4K (+$269.4K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
INCREASED
Shares19,402 from 18,508
Change+894 (+5%)
Value$678.1K (+$43.8K)
Filed 2026-11-05
Richard P Slaughter Associates Inc
DECREASED
Shares18,998 from 21,007
Change-2,009 (-10%)
Value$664.0K (-$55.9K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
INCREASED
Shares18,555 from 14,739
Change+3,816 (+26%)
Value$648.5K (+$143.4K)
Filed 2026-11-04
Worth Asset Management, LLC
INCREASED
Shares17,729 from 16,336
Change+1,393 (+9%)
Value$619.6K (+$59.8K)
Filed 2026-10-07
Fermata Advisors, LLC
NEW
Shares17,380
Change+17,380
Value$607.4K
Filed 2026-10-13
Grant Street Asset Management, Inc.
INCREASED
Shares16,239 from 10,218
Change+6,021 (+59%)
Value$567.6K (+$217.4K)
Filed 2026-10-26
Fortune Financial Group, Inc.
UNCHANGED
Shares15,966 from 15,966
Change0 (0%)
Value$558.0K (+$10.9K)
Filed 2026-10-22
Maia Wealth LLC
DECREASED
Shares15,751 from 16,462
Change-711 (-4%)
Value$550.5K (-$13.7K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares14,532 from 669,133
Change-654,601 (-98%)
Value$507.9K (-$22.4M)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares13,570 from 8,720
Change+4,850 (+56%)
Value$474.3K (+$175.4K)
Filed 2026-11-04
Sugar Maple Asset Management, LLC
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$471.8K (+$9.2K)
Filed 2026-10-13
TrustBank
INCREASED
Shares13,435 from 3,435
Change+10,000 (+291%)
Value$469.6K (+$351.8K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares13,004 from 12,841
Change+163 (+1%)
Value$454.5K (+$14.4K)
Filed 2026-10-14
Balance Wealth Partners LLC
INCREASED
Shares12,950 from 11,363
Change+1,587 (+14%)
Value$452.6K (+$63.2K)
Filed 2026-10-27
City Center Advisors, LLC
DECREASED
Shares12,872 from 16,080
Change-3,208 (-20%)
Value$449.9K (-$101.2K)
Filed 2026-10-08
D.B. Root & Company, LLC
DECREASED
Shares12,600 from 12,909
Change-309 (-2%)
Value$440.4K (-$2.0K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares12,132 from 29,449
Change-17,317 (-59%)
Value$424.0K (-$585.2K)
Filed 2026-10-23
PCA Investment Advisory Services Inc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$419.4K (+$8.2K)
Filed 2026-10-13
Wealth Management Partners, LLC
DECREASED
Shares11,803 from 12,379
Change-576 (-5%)
Value$412.5K (-$11.7K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
DECREASED
Shares11,654 from 11,836
Change-182 (-2%)
Value$407.3K (+$1.7K)
Filed 2026-10-13
Balboa Wealth Partners
NEW
Shares11,469
Change+11,469
Value$400.8K
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares11,136 from 10,734
Change+402 (+4%)
Value$389.2K (+$21.3K)
Filed 2026-10-16
O'Connor Financial Group LLC
INCREASED
Shares10,996 from 8,634
Change+2,362 (+27%)
Value$384.3K (+$88.4K)
Filed 2026-10-26
Blvd Private Wealth, LLC
DECREASED
Shares10,381 from 10,645
Change-264 (-2%)
Value$362.8K (-$2.0K)
Filed 2026-10-14
Insight Wealth Partners, LLC
NEW
Shares10,342
Change+10,342
Value$361.5K
Filed 2026-10-26
Partners Wealth Management, LLC
NEW
Shares10,103
Change+10,103
Value$353.1K
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,080 from 8,676
Change+1,404 (+16%)
Value$352.3K (+$55.0K)
Filed 2026-10-23
Triton Wealth Management, Pllc
NEW
Shares10,048
Change+10,048
Value$351.3K
Filed 2026-11-04
Cambridge Advisors Inc.
UNCHANGED
Shares10,004 from 10,004
Change0 (0%)
Value$349.6K (+$6.8K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
DECREASED
Shares9,899 from 10,899
Change-1,000 (-9%)
Value$346.0K (-$27.5K)
Filed 2026-10-28
Accurate Wealth Management, LLC
INCREASED
Shares9,515 from 9,364
Change+151 (+2%)
Value$333.5K (+$11.4K)
Filed 2026-10-20
NBT Bank, N.A.
UNCHANGED
Shares8,871 from 8,871
Change0 (0%)
Value$310.0K (+$6.0K)
Filed 2026-10-21
NWF Advisory Services Inc.
DECREASED
Shares8,858 from 10,358
Change-1,500 (-14%)
Value$309.6K (-$45.4K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares8,650 from 7,150
Change+1,500 (+21%)
Value$302.3K (+$57.3K)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
NEW
Shares8,563
Change+8,563
Value$299.3K
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares8,450 from 5,450
Change+3,000 (+55%)
Value$295.3K (+$108.6K)
Filed 2026-10-20
Choreo, LLC
NEW
Shares7,968
Change+7,968
Value$278.5K
Filed 2026-10-28
4J Wealth Management LLC
INCREASED
Shares7,936 from 7,036
Change+900 (+13%)
Value$277.4K (+$36.2K)
Filed 2026-11-02
Curran Financial Partners, LLC
DECREASED
Shares7,824 from 7,831
Change-7 (0%)
Value$273.4K (+$5.1K)
Filed 2026-11-04
Souders Financial Advisors
NEW
Shares7,701
Change+7,701
Value$269.2K
Filed 2026-11-03
International Assets Investment Management, LLC
NEW
Shares7,550
Change+7,550
Value$263.6K
Filed 2026-11-02
Gilpin Wealth Management, LLC
INCREASED
Shares7,520 from 5,500
Change+2,020 (+37%)
Value$262.8K (+$74.3K)
Filed 2026-10-09
Peak Wealth Management LLC
NEW
Shares7,087
Change+7,087
Value$248.5K
Filed 2026-10-26
FC Advisory LLC
INCREASED
Shares6,757 from 6,187
Change+570 (+9%)
Value$236.1K (+$24.1K)
Filed 2026-10-05
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares6,390 from 6,390
Change0 (0%)
Value$223.3K (+$4.3K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares5,973 from 5,873
Change+100 (+2%)
Value$209 (-$200.8K)
Filed 2026-10-22
LFG Wealth Partners, LLC
NEW
Shares5,925
Change+5,925
Value$207.1K
Filed 2026-10-28
GGM Financial LLC
INCREASED
Shares5,537 from 1,014
Change+4,523 (+446%)
Value$193.5K (+$158.8K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$130.3K (+$2.5K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares3,552 from 3,000
Change+552 (+18%)
Value$124.1K (+$21.3K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$97.9K (+$1.9K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$87.7K (+$1.7K)
Filed 2026-10-15
Weaver Capital Management LLC
NEW
Shares2,228
Change+2,228
Value$77.9K
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,220 from 3,850
Change-1,630 (-42%)
Value$77.6K (-$54.4K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
NEW
Shares1,850
Change+1,850
Value$64.7K
Filed 2026-10-20
Silver Grove Financial Group, Inc.
NEW
Shares1,643
Change+1,643
Value$57.4K
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,571
Change+1,571
Value$54.9K
Filed 2026-10-21
Wolff Wiese Magana LLC
NEW
Shares719
Change+719
Value$25.1K
Filed 2026-10-15
Golden State Wealth Management, LLC
NEW
Shares600
Change+600
Value$21.0K
Filed 2026-11-02
Assetmark, Inc
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$18.6K (+$361)
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$13.6K (+$266)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$4.8K (+$92)
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$4.6K (+$90)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$3.5K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.5K (+$68)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.0K (+$39)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.4K (+$27)
Filed 2026-10-23
Kestra Investment Management, LLC
CLOSED
Shares0 from 10,479
Change-10,479 (-100%)
Value$0 (-$359.1K)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 7,185
Change-7,185 (-100%)
Value$0 (-$246.2K)
Filed 2026-10-14
Noble Wealth Management PBC
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$77.1K)
Filed 2026-10-01
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$6.8M (+$749.5K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 2,758,023
Change-2,758,023 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,713,137
Change-2,713,137 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,542,279
Change-2,542,279 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,392,686
Change-2,392,686 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,939,719
Change-1,939,719 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,770,275
Change-1,770,275 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,385,648
Change-1,385,648 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,382,990
Change-1,382,990 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 1,037,015
Change-1,037,015 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 910,105
Change-910,105 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 897,952
Change-897,952 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 788,610
Change-788,610 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 716,670
Change-716,670 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 620,618
Change-620,618 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 563,980
Change-563,980 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 474,726
Change-474,726 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 444,697
Change-444,697 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 427,273
Change-427,273 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 426,335
Change-426,335 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 423,609
Change-423,609 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 380,663
Change-380,663 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 350,216
Change-350,216 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 347,970
Change-347,970 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 334,371
Change-334,371 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 302,452
Change-302,452 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 297,538
Change-297,538 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 292,992
Change-292,992 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 278,800
Change-278,800 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 272,566
Change-272,566 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 204,663
Change-204,663 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 189,254
Change-189,254 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 185,015
Change-185,015 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 165,391
Change-165,391 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 157,663
Change-157,663 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 154,010
Change-154,010 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 149,717
Change-149,717 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 140,591
Change-140,591 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 120,638
Change-120,638 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 119,446
Change-119,446 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 111,316
Change-111,316 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 105,274
Change-105,274 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 101,900
Change-101,900 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 100,457
Change-100,457 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 98,814
Change-98,814 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 98,390
Change-98,390 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 95,898
Change-95,898 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 89,475
Change-89,475 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 82,776
Change-82,776 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 65,390
Change-65,390 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 61,889
Change-61,889 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 60,711
Change-60,711 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 53,808
Change-53,808 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 52,113
Change-52,113 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 50,526
Change-50,526 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 49,900
Change-49,900 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,331
Change-48,331 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 44,300
Change-44,300 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 38,584
Change-38,584 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 38,327
Change-38,327 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,075
Change-38,075 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 36,819
Change-36,819 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 36,675
Change-36,675 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 36,018
Change-36,018 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 35,197
Change-35,197 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,087
Change-33,087 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,493
Change-31,493 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 31,407
Change-31,407 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 31,034
Change-31,034 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 28,986
Change-28,986 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 28,709
Change-28,709 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 28,337
Change-28,337 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 27,462
Change-27,462 (-100%)
Value—
Stephens Inc
N/A
Shares— from 27,011
Change-27,011 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 26,593
Change-26,593 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 26,523
Change-26,523 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 24,672
Change-24,672 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 23,099
Change-23,099 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23,035
Change-23,035 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 22,493
Change-22,493 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 22,306
Change-22,306 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 22,119
Change-22,119 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,824
Change-21,824 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,788
Change-21,788 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 20,930
Change-20,930 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,577
Change-20,577 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,891
Change-19,891 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,162
Change-18,162 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 17,918
Change-17,918 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 17,784
Change-17,784 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,423
Change-17,423 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 17,230
Change-17,230 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 17,074
Change-17,074 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 16,660
Change-16,660 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 14,617
Change-14,617 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 13,757
Change-13,757 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,171
Change-12,171 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 11,672
Change-11,672 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,613
Change-11,613 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,517
Change-11,517 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 11,021
Change-11,021 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 10,715
Change-10,715 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 10,465
Change-10,465 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,871
Change-9,871 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 9,557
Change-9,557 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,224
Change-9,224 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 8,171
Change-8,171 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,166
Change-8,166 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,112
Change-7,112 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 923
Change-923 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 194
Change-194 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,323,5011,236,763+86,738+7%$42.4M$46.3M+$3.9M2026-11-02
Crown Wealth Group, LLC
INCREASED1,066,604978,870+87,734+9%$33.5M$37.3M+$3.7M2026-10-19
PTM Wealth Management, LLC
INCREASED878,714853,198+25,516+3%$29.3M$30.8M+$1.5M2026-10-23
Kure Advisory, LLC
INCREASED768,852741,316+27,536+4%$25.4M$26.9M+$1.5M2026-10-08
Visionary Wealth Advisors
INCREASED743,442552,027+191,415+35%$18.9M$26.0M+$7.1M2026-11-04
Brookstone Capital Management
DECREASED705,6591,005,902-300,243-30%$34.5M$24.7M-$9.8M2026-10-22
Axxcess Wealth Management, LLC
DECREASED632,164651,904-19,740-3%$22.3M$22.1M-$246.6K2026-10-21
Wealthcare Advisory Partners LLC
DECREASED520,719525,929-5,210-1%$18.0M$18.2M+$175.5K2026-10-21
NBZ Investment Advisors LLC
INCREASED490,838490,105+733+0%$16.8M$17.2M+$358.9K2026-10-30
Kestra Advisory Services, LLC
INCREASED481,380324,994+156,386+48%$11.1M$16.8M+$5.7M2026-11-02
CRA Financial Services, LLC
INCREASED474,487455,717+18,770+4%$15.6M$16.6M+$965.9K2026-10-16
ATX Financial Planning, LLC
INCREASED470,855349,729+121,126+35%$12.0M$16.5M+$4.5M2026-10-14
Strategic Blueprint, LLC
INCREASED406,006396,460+9,546+2%$13.6M$14.2M+$603.2K2026-10-22
Archer Investment Corp
INCREASED392,359328,877+63,482+19%$11.3M$13.7M+$2.4M2026-11-05
Rochester Wealth Strategies, LLC
INCREASED351,543219,349+132,194+60%$7.5M$12.3M+$4.8M2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED331,311303,972+27,339+9%$10.4M$11.6M+$1.2M2026-10-19
Long Island Wealth Management, Inc.
INCREASED329,207285,262+43,945+15%$9.8M$11.5M+$1.7M2026-10-20
Central Valley Advisors, LLC
INCREASED318,788313,952+4,836+2%$10.8M$11.1M+$382.5K2026-10-27
Triad Wealth Partners, LLC
INCREASED284,676231,224+53,452+23%$8.0M$9.9M+$2.0M2026-10-26
Jacobi Capital Management LLC
INCREASED282,118204,568+77,550+38%$7.0M$9.9M+$2.8M2026-11-05
Dominguez Wealth Management Solutions, Inc.
INCREASED278,181272,564+5,617+2%$9.3M$9.7M+$381.7K2026-10-07
Broussard Financial Group LLC
NEW269,648—+269,648——$9.4M—2026-10-26
Woodard & Co Asset Management Group Inc
DECREASED265,016276,044-11,028-4%$9.5M$9.3M-$197.7K2026-11-03
Carter Financial Group, Inc.
INCREASED247,983241,453+6,530+3%$8.3M$8.7M+$392.4K2026-10-21
Sigma Planning Corp
INCREASED233,128187,215+45,913+25%$6.4M$8.1M+$1.7M2026-10-23
Independent Financial Group, LLC
INCREASED231,389206,369+25,020+12%$7.1M$8.1M+$1.0M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED227,675240,974-13,299-6%$8.3M$8.0M-$301.0K2026-11-02
FAI Advisors, Inc.
INCREASED225,990164,959+61,031+37%$5.7M$7.9M+$2.2M2026-10-27
Farther Finance Advisors, LLC
INCREASED224,735218,927+5,808+3%$7.5M$7.9M+$351.8K2026-10-08
Truist Financial Corp
INCREASED215,620183,630+31,990+17%$6.3M$7.5M+$1.2M2026-10-30
RHL Group, LLC
INCREASED208,699154,203+54,496+35%$5.2M$7.3M+$2.1M2026-11-04
KFG Wealth Management, LLC
INCREASED205,837160,987+44,850+28%$5.5M$7.2M+$1.7M2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED198,626211,835-13,209-6%$7.3M$6.9M-$317.6K2026-10-14
Holos Integrated Wealth LLC
INCREASED195,674183,682+11,992+7%$6.3M$6.9M+$546.7K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED194,745180,271+14,474+8%$6.2M$6.8M+$628.5K2026-10-30
Sovran Advisors, LLC
DECREASED181,717203,553-21,836-11%$7.0M$6.4M-$615.6K2026-11-02
Family Office Research LLC
INCREASED171,004101,982+69,022+68%$3.5M$6.0M+$2.5M2026-10-14
Fifth Third Wealth Advisors LLC
NEW170,484—+170,484——$6.0M—2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED162,329166,069-3,740-2%$5.7M$5.7M-$17.8K2026-11-05
Code Waechter LLC
INCREASED157,250152,786+4,464+3%$5.2M$5.5M+$259.9K2026-10-23
Beacon Financial Group
INCREASED149,230136,483+12,747+9%$4.7M$5.2M+$538.3K2026-10-19
Kraft, Davis & Associates, LLC
INCREASED147,228121,444+25,784+21%$4.2M$5.2M+$992.2K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED144,310129,533+14,777+11%$4.4M$5.0M+$604.5K2026-10-30
Trek Financial, LLC
INCREASED143,100142,339+761+1%$4.9M$5.0M+$123.4K2026-10-29
Brown Wealth Management, LLC
DECREASED139,684155,832-16,148-10%$5.3M$4.9M-$458.4K2026-10-20
ARQ Wealth Advisors, LLC
DECREASED139,458199,224-59,766-30%$6.9M$4.9M-$2.0M2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
INCREASED131,175112,486+18,689+17%$3.9M$4.6M+$729.7K2026-10-15
Signaturefd, LLC
INCREASED130,488108,016+22,472+21%$3.7M$4.6M+$858.8K2026-10-23
Ballast Rock Private Wealth LLC
DECREASED128,508129,280-772-1%$4.4M$4.5M+$60.9K2026-10-26
Financial Designs Corp
INCREASED125,064124,615+449+0%$4.3M$4.4M+$100.4K2026-10-09
Pachira Investments Inc.
INCREASED121,205112,569+8,636+8%$3.9M$4.2M+$378.4K2026-10-14
Southland Equity Partners LLC
INCREASED120,3156,907+113,408+1642%$236.7K$4.2M+$4.0M2026-10-14
Prospera Financial Services Inc
INCREASED109,69188,540+21,151+24%$3.0M$3.8M+$801.6K2026-11-04
New Wave Wealth Advisors LLC
INCREASED106,64797,133+9,514+10%$3.3M$3.7M+$409.2K2026-10-19
Winnacle Wealth LLC
DECREASED104,829131,994-27,165-21%$4.5M$3.7M-$859.7K2026-10-15
Whipplewood Advisors, LLC
INCREASED104,07798,097+5,980+6%$3.4M$3.6M+$275.7K2026-10-20
Milestone Asset Management, LLC
DECREASED103,358105,587-2,229-2%$3.6M$3.6M-$6.1K2026-10-15
First Heartland Consultants, Inc.
DECREASED103,085106,050-2,965-3%$3.6M$3.6M-$31.5K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED99,48342,958+56,525+132%$1.5M$3.5M+$2.0M2026-10-13
CGN Advisors LLC
INCREASED97,59382,886+14,707+18%$2.8M$3.4M+$570.4K2026-10-21
NewCorp Financial Services, Inc.
INCREASED95,77791,974+3,803+4%$3.2M$3.3M+$195.5K2026-10-14
Thrivent Financial for Lutherans
NEW93,406—+93,406——$3.3M—2026-11-05
Integrity Advisory Solutions, LLC
DECREASED92,25799,043-6,786-7%$3.4M$3.2M-$169.8K2026-10-29
Integral Investment Advisors, Inc.
INCREASED91,72586,900+4,825+6%$3.0M$3.2M+$227.7K2026-11-03
RFG Advisory, LLC
DECREASED90,37896,848-6,470-7%$3.3M$3.2M-$160.3K2026-11-03
Cannon Advisors, Inc.
INCREASED89,14842,879+46,269+108%$1.5M$3.1M+$1.6M2026-10-14
Vicus Capital
DECREASED87,01587,253-2380%$3.0M$3.0M+$51.0K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED85,67065,588+20,082+31%$2.2M$3.0M+$746.5K2026-10-22
Focus Financial Network, Inc.
DECREASED85,30488,416-3,112-4%$3.0M$3.0M-$48.6K2026-10-14
Triumph Capital Management
INCREASED77,78465,919+11,865+18%$2.3M$2.7M+$459.5K2026-10-14
HBW Advisory Services LLC
DECREASED77,20280,024-2,822-4%$2.7M$2.7M-$44.2K2026-10-15
Csenge Advisory Group
UNCHANGED74,84574,84500%$2.6M$2.6M+$50.9K2026-11-04
Encompass More Asset Management
INCREASED70,15056,158+13,992+25%$1.9M$2.5M+$527.2K2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED69,67271,902-2,230-3%$2.5M$2.4M-$29.0K2026-10-13
Founders Financial Securities LLC
NEW62,817—+62,817——$2.2M—2026-10-28
Atria Investments, Inc
DECREASED60,11661,635-1,519-2%$2.1M$2.1M-$11.2K2026-10-15
Comprehensive Financial Planning, Inc.
DECREASED59,25559,570-315-1%$2.0M$2.1M+$29.5K2026-10-27
Chris Bulman Inc
INCREASED59,07858,807+271+0%$2.0M$2.1M+$49.5K2026-10-20
Split Rock Private Trading & Wealth Management, LLC
NEW57,051—+57,051——$2.0M—2026-10-15
Davenport & Co LLC
DECREASED56,537110,583-54,046-49%$3.8M$2.0M-$1.8M2026-10-14
TradeWell Securities, Llc.
INCREASED50,11239,663+10,449+26%$1.4M$1.8M+$392.2K2026-10-21
Wealth Advisory Solutions, LLC
INCREASED47,47641,546+5,930+14%$1.4M$1.7M+$235.5K2026-10-20
IFS Advisors, LLC
NEW44,536—+44,536——$1.6M—2026-10-14
RiverTree Advisors, LLC
INCREASED43,20942,557+652+2%$1.5M$1.5M+$51.7K2026-10-13
Vima LLC
INCREASED42,04935,149+6,900+20%$1.2M$1.5M+$265.1K2026-10-23
Fiscal Wisdom Wealth Management, LLC
DECREASED42,01045,020-3,010-7%$1.5M$1.5M-$74.6K2026-10-16
Kelly Financial Group LLC
INCREASED42,00431,304+10,700+34%$1.1M$1.5M+$395.3K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED41,44533,417+8,028+24%$1.1M$1.4M+$303.3K2026-10-16
CoreCap Advisors, LLC
DECREASED39,99548,384-8,389-17%$1.7M$1.4M-$260.3K2026-10-08
Soltis Investment Advisors LLC
DECREASED39,65242,766-3,114-7%$1.5M$1.4M-$79.8K2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED38,70627,812+10,894+39%$953.1K$1.4M+$399.7K2026-10-08
Krilogy Financial LLC
NEW38,626—+38,626——$1.4M—2026-10-13
MBL Wealth, LLC
INCREASED38,30011,500+26,800+233%$394.1K$1.3M+$944.5K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED38,18237,155+1,027+3%$1.3M$1.3M+$61.2K2026-10-26
Virtue Capital Management, LLC
INCREASED37,78613,313+24,473+184%$456.2K$1.3M+$864.4K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED37,43539,541-2,106-5%$1.4M$1.3M-$46.7K2026-10-13
Diversify Advisory Services, LLC
DECREASED37,39837,891-493-1%$1.3M$1.3M+$10.0K2026-10-20
Diversify Wealth Management, LLC
DECREASED37,39837,891-493-1%$1.3M$1.3M+$10.0K2026-10-20
BIP Wealth, LLC
DECREASED36,96073,144-36,184-49%$2.5M$1.3M-$1.2M2026-10-22
Columbia Advisory Partners LLC
DECREASED36,94745,575-8,628-19%$1.6M$1.3M-$270.6K2026-10-15
PFG Advisors
INCREASED36,6196,336+30,283+478%$217.1K$1.3M+$1.1M2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED35,69322,958+12,735+55%$786.8K$1.2M+$460.7K2026-11-04
Somerset Trust Co
INCREASED34,18526,043+8,142+31%$892.5K$1.2M+$302.3K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED32,82531,581+1,244+4%$1.1M$1.1M+$65.0K2026-10-09
Integrity Alliance, Llc.
INCREASED32,42627,777+4,649+17%$951.9K$1.1M+$181.4K2026-10-29
Verdence Capital Advisors LLC
NEW31,320—+31,320——$1.1M—2026-10-26
BCS Wealth Management
DECREASED30,00730,701-694-2%$1.1M$1.0M-$3.4K2026-11-03
Claro Advisors Inc.
INCREASED29,93027,837+2,093+8%$954.0K$1.0M+$92.1K2026-11-02
Stegent Equity Advisors, Inc.
INCREASED29,26118,075+11,186+62%$619.4K$1.0M+$403.2K2026-10-13
MGO One Seven LLC
DECREASED28,41933,321-4,902-15%$1.1M$993.2K-$148.7K2026-10-28
Blue Trust, Inc.
DECREASED27,89730,176-2,279-8%$1.0M$975.0K-$59.1K2026-10-15
TopTier Wealth Management, LLC
DECREASED27,85229,462-1,610-5%$1.0M$973.4K-$36.2K2026-10-16
Integrated Wealth Management
INCREASED24,73023,838+892+4%$816.9K$864.3K+$47.4K2026-10-19
BFI Wealth Solutions, LLC
INCREASED23,06123,034+27+0%$789.4K$806.0K+$16.6K2026-10-16
Range Financial Group LLC
INCREASED22,84218,832+4,010+21%$645.4K$798.3K+$152.9K2026-10-21
Ritholtz Wealth Management
UNCHANGED21,65521,65500%$742.1K$756.8K+$14.7K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED21,27420,839+435+2%$714.2K$743.5K+$29.4K2026-11-03
Beam Wealth Advisors, Inc.
NEW20,898—+20,898——$730.4K—2026-11-03
ACT Advisors, Llc.
INCREASED20,63013,388+7,242+54%$458.8K$721.0K+$262.2K2026-10-15
Advisor OS, LLC
UNCHANGED20,38120,38100%$698.5K$712.3K+$13.9K2026-11-03
Vestia Personal Wealth Advisors
UNCHANGED20,19620,19600%$692.1K$705.9K+$13.7K2026-10-20
Vise Technologies, Inc.
INCREASED19,92612,459+7,467+60%$427.0K$696.4K+$269.4K2026-10-29
Stirlingshire Investments, Inc.
INCREASED19,40218,508+894+5%$634.3K$678.1K+$43.8K2026-11-05
Richard P Slaughter Associates Inc
DECREASED18,99821,007-2,009-10%$719.9K$664.0K-$55.9K2026-10-13
Tounjian Advisory Partners, LLC
INCREASED18,55514,739+3,816+26%$505.1K$648.5K+$143.4K2026-11-04
Worth Asset Management, LLC
INCREASED17,72916,336+1,393+9%$559.8K$619.6K+$59.8K2026-10-07
Fermata Advisors, LLC
NEW17,380—+17,380——$607.4K—2026-10-13
Grant Street Asset Management, Inc.
INCREASED16,23910,218+6,021+59%$350.2K$567.6K+$217.4K2026-10-26
Fortune Financial Group, Inc.
UNCHANGED15,96615,96600%$547.2K$558.0K+$10.9K2026-10-22
Maia Wealth LLC
DECREASED15,75116,462-711-4%$564.2K$550.5K-$13.7K2026-10-19
Clear Creek Financial Management, LLC
DECREASED14,532669,133-654,601-98%$22.9M$507.9K-$22.4M2026-10-28
EverSource Wealth Advisors, LLC
INCREASED13,5708,720+4,850+56%$298.8K$474.3K+$175.4K2026-11-04
Sugar Maple Asset Management, LLC
UNCHANGED13,50013,50000%$462.6K$471.8K+$9.2K2026-10-13
TrustBank
INCREASED13,4353,435+10,000+291%$117.7K$469.6K+$351.8K2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED13,00412,841+163+1%$440.1K$454.5K+$14.4K2026-10-14
Balance Wealth Partners LLC
INCREASED12,95011,363+1,587+14%$389.4K$452.6K+$63.2K2026-10-27
City Center Advisors, LLC
DECREASED12,87216,080-3,208-20%$551.1K$449.9K-$101.2K2026-10-08
D.B. Root & Company, LLC
DECREASED12,60012,909-309-2%$442.4K$440.4K-$2.0K2026-11-04
Simplicity Wealth,LLC
DECREASED12,13229,449-17,317-59%$1.0M$424.0K-$585.2K2026-10-23
PCA Investment Advisory Services Inc.
UNCHANGED12,00012,00000%$411.2K$419.4K+$8.2K2026-10-13
Wealth Management Partners, LLC
DECREASED11,80312,379-576-5%$424.2K$412.5K-$11.7K2026-10-21
Signal Advisors Wealth, LLC
DECREASED11,65411,836-182-2%$405.6K$407.3K+$1.7K2026-10-13
Balboa Wealth Partners
NEW11,469—+11,469——$400.8K—2026-10-20
IFP Advisors, Inc
INCREASED11,13610,734+402+4%$367.9K$389.2K+$21.3K2026-10-16
O'Connor Financial Group LLC
INCREASED10,9968,634+2,362+27%$295.9K$384.3K+$88.4K2026-10-26
Blvd Private Wealth, LLC
DECREASED10,38110,645-264-2%$364.8K$362.8K-$2.0K2026-10-14
Insight Wealth Partners, LLC
NEW10,342—+10,342——$361.5K—2026-10-26
Partners Wealth Management, LLC
NEW10,103—+10,103——$353.1K—2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED10,0808,676+1,404+16%$297.3K$352.3K+$55.0K2026-10-23
Triton Wealth Management, Pllc
NEW10,048—+10,048——$351.3K—2026-11-04
Cambridge Advisors Inc.
UNCHANGED10,00410,00400%$342.8K$349.6K+$6.8K2026-10-19
Financial Network Wealth Advisors LLC
DECREASED9,89910,899-1,000-9%$373.5K$346.0K-$27.5K2026-10-28
Accurate Wealth Management, LLC
INCREASED9,5159,364+151+2%$322.1K$333.5K+$11.4K2026-10-20
NBT Bank, N.A.
UNCHANGED8,8718,87100%$304.0K$310.0K+$6.0K2026-10-21
NWF Advisory Services Inc.
DECREASED8,85810,358-1,500-14%$355.0K$309.6K-$45.4K2026-10-19
Oppenheimer & Co Inc
INCREASED8,6507,150+1,500+21%$245.0K$302.3K+$57.3K2026-10-26
Redhawk Wealth Advisors, Inc.
NEW8,563—+8,563——$299.3K—2026-10-14
Private Trust Co NA
INCREASED8,4505,450+3,000+55%$186.8K$295.3K+$108.6K2026-10-20
Choreo, LLC
NEW7,968—+7,968——$278.5K—2026-10-28
4J Wealth Management LLC
INCREASED7,9367,036+900+13%$241.1K$277.4K+$36.2K2026-11-02
Curran Financial Partners, LLC
DECREASED7,8247,831-70%$268.4K$273.4K+$5.1K2026-11-04
Souders Financial Advisors
NEW7,701—+7,701——$269.2K—2026-11-03
International Assets Investment Management, LLC
NEW7,550—+7,550——$263.6K—2026-11-02
Gilpin Wealth Management, LLC
INCREASED7,5205,500+2,020+37%$188.5K$262.8K+$74.3K2026-10-09
Peak Wealth Management LLC
NEW7,087—+7,087——$248.5K—2026-10-26
FC Advisory LLC
INCREASED6,7576,187+570+9%$212.0K$236.1K+$24.1K2026-10-05
Bright Futures Wealth Management, Llc.
UNCHANGED6,3906,39000%$219.0K$223.3K+$4.3K2026-10-23
Wedbush Securities Inc
INCREASED5,9735,873+100+2%$201.0K$209-$200.8K2026-10-22
LFG Wealth Partners, LLC
NEW5,925—+5,925——$207.1K—2026-10-28
GGM Financial LLC
INCREASED5,5371,014+4,523+446%$34.8K$193.5K+$158.8K2026-11-05
Lanark Financial, Inc.
UNCHANGED3,7293,72900%$127.8K$130.3K+$2.5K2026-10-26
Creative Financial Designs Inc
INCREASED3,5523,000+552+18%$102.8K$124.1K+$21.3K2026-11-04
Westside Investment Management, Inc.
UNCHANGED2,8002,80000%$96.0K$97.9K+$1.9K2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED2,5082,50800%$86.0K$87.7K+$1.7K2026-10-15
Weaver Capital Management LLC
NEW2,228—+2,228——$77.9K—2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED2,2203,850-1,630-42%$131.9K$77.6K-$54.4K2026-10-07
Physician Wealth Advisors, Inc.
NEW1,850—+1,850——$64.7K—2026-10-20
Silver Grove Financial Group, Inc.
NEW1,643—+1,643——$57.4K—2026-11-05
Root Financial Partners, LLC
NEW1,571—+1,571——$54.9K—2026-10-21
Wolff Wiese Magana LLC
NEW719—+719——$25.1K—2026-10-15
Golden State Wealth Management, LLC
NEW600—+600——$21.0K—2026-11-02
Assetmark, Inc
UNCHANGED53253200%$18.2K$18.6K+$3612026-10-21
Mather Group, Llc.
UNCHANGED39039000%$13.4K$13.6K+$2662026-10-14
Larson Financial Group LLC
UNCHANGED13613600%$4.7K$4.8K+$922026-11-05
Breakwater Investment Management
UNCHANGED13213200%$4.5K$4.6K+$902026-10-20
Latitude Advisors, LLC
NEW100—+100——$3.5K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED10010000%$3.4K$3.5K+$682026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED585800%$2.0K$2.0K+$392026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED404000%$1.4K$1.4K+$272026-10-23
Kestra Investment Management, LLC
CLOSED010,479-10,479-100%$359.1K$0-$359.1K2026-11-04
Heritage OAK Wealth Advisors LLC
CLOSED07,185-7,185-100%$246.2K$0-$246.2K2026-10-14
Noble Wealth Management PBC
CLOSED02,250-2,250-100%$77.1K$0-$77.1K2026-10-01
Prairie Wealth Advisors, Inc.
UNCHANGED000—$6.1M$6.8M+$749.5K2026-10-29
Raymond James Financial Inc
N/A—2,758,023-2,758,023-100%$94.5M———
Osaic Holdings, Inc.
N/A—2,713,137-2,713,137-100%$93.0M———
Wealthquest Corp
N/A—2,542,279-2,542,279-100%$87.1M———
LPL Financial LLC
N/A—2,392,686-2,392,686-100%$82.0M———
Envestnet Asset Management Inc
N/A—1,939,719-1,939,719-100%$66.5M———
Cetera Investment Advisers
N/A—1,770,275-1,770,275-100%$60.7M———
Kingsview Wealth Management, LLC
N/A—1,385,648-1,385,648-100%$47.5M———
Foundations Investment Advisors, LLC
N/A—1,382,990-1,382,990-100%$47.4M———
Reliant Wealth Planning
N/A—1,037,015-1,037,015-100%$35.5M———
Compass Advisory Group LLC
N/A—910,105-910,105-100%$31.2M———
LEE Johnson Capital Management, LLC
N/A—897,952-897,952-100%$30.8M———
MTM Financial Group, LLC
N/A—788,610-788,610-100%$27.0M———
NewEdge Advisors, LLC
N/A—716,670-716,670-100%$24.6M———
Centaurus Financial, Inc.
N/A—620,618-620,618-100%$21.3M———
Personal CFO Solutions, LLC
N/A—563,980-563,980-100%$19.3M———
Glen Eagle Advisors, LLC
N/A—474,726-474,726-100%$16.3M———
Marshall Financial Group, LLC
N/A—444,697-444,697-100%$15.2M———
AE Wealth Management LLC
N/A—427,273-427,273-100%$14.6M———
Bellars Harris Wealth Management, LLC
N/A—426,335-426,335-100%$14.6M———
Harbour Investments, Inc.
N/A—423,609-423,609-100%$14.5M———
Orion Porfolio Solutions, LLC
N/A—380,663-380,663-100%$13.0M———
Stratos Wealth Advisors, LLC
N/A—350,216-350,216-100%$12.0M———
Prasad Wealth Partners, LLC
N/A—347,970-347,970-100%$11.9M———
World Investment Advisors
N/A—334,371-334,371-100%$11.3M———
CreativeOne Wealth, LLC
N/A—302,452-302,452-100%$10.4M———
Mutual Advisors, LLC
N/A—297,538-297,538-100%$10.2M———
OneDigital Investment Advisors LLC
N/A—292,992-292,992-100%$10.0M———
Ausdal Financial Partners, Inc.
N/A—278,800-278,800-100%$9.6M———
Ankerstar Wealth, LLC
N/A—272,566-272,566-100%$9.3M———
Belpointe Asset Management LLC
N/A—204,663-204,663-100%$7.0M———
MML Investors Services, LLC
N/A—189,254-189,254-100%$6.5M———
Arax Advisory Partners
N/A—185,015-185,015-100%$6.3M———
Vestmark Advisory Solutions, Inc.
N/A—165,391-165,391-100%$5.7M———
Rockefeller Capital Management L.P.
N/A—157,663-157,663-100%$5.4M———
Equitable Holdings, Inc.
N/A—154,010-154,010-100%$5.3M———
Aptus Capital Advisors, LLC
N/A—149,717-149,717-100%$5.1M———
PlanVest Financial, Inc
N/A—140,591-140,591-100%$4.8M———
Steward Partners Investment Advisory, LLC
N/A—120,638-120,638-100%$4.1M———
Beacon Pointe Advisors, LLC
N/A—119,446-119,446-100%$4.1M———
Applied Capital LLC
N/A—111,316-111,316-100%$3.8M———
Triton Financial Group Inc
N/A—105,274-105,274-100%$3.6M———
Merit Financial Group, LLC
N/A—101,900-101,900-100%$3.5M———
Captrust Financial Advisors
N/A—100,457-100,457-100%$3.4M———
HighTower Advisors, LLC
N/A—98,814-98,814-100%$3.4M———
Guardian Wealth Advisors, LLC / NC
N/A—98,390-98,390-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—95,898-95,898-100%$3.3M———
Stratos Investment Management, LLC
N/A—89,475-89,475-100%$3.1M———
Sfmg, LLC
N/A—82,776-82,776-100%$2.8M———
GWN Securities Inc.
N/A—65,390-65,390-100%$2.2M———
Brookwood Investment Group LLC
N/A—61,889-61,889-100%$2.1M———
Tradition Wealth Management, LLC
N/A—60,711-60,711-100%$2.1M———
Main Street Financial Solutions, LLC
N/A—53,808-53,808-100%$1.8M———
JT Stratford LLC
N/A—52,113-52,113-100%$1.8M———
Gallagher Fiduciary Advisors, LLC
N/A—50,526-50,526-100%$1.7M———
Rothschild Investment LLC
N/A—49,900-49,900-100%$1.7M———
Capital Analysts, LLC
N/A—48,331-48,331-100%$1.7M———
IMA Advisory Services, Inc.
N/A—44,300-44,300-100%$1.5M———
Principal Securities, Inc.
N/A—38,584-38,584-100%$1.3M———
WPWealth LLP
N/A—38,327-38,327-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—38,075-38,075-100%$1.3M———
Arkadios Wealth Advisors
N/A—36,819-36,819-100%$1.3M———
Focus Partners Wealth
N/A—36,675-36,675-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—36,018-36,018-100%$1.2M———
Global Retirement Partners, LLC
N/A—35,197-35,197-100%$1.2M———
Advisory Services Network, LLC
N/A—33,087-33,087-100%$1.1M———
Janney Montgomery Scott LLC
N/A—31,493-31,493-100%$1.1M———
Allworth Financial LP
N/A—31,407-31,407-100%$1.1M———
Benjamin Edwards Inc
N/A—31,034-31,034-100%$1.1M———
Sonoma Allocations LLC
N/A—28,986-28,986-100%$994.1K———
RED Reef Advisors LLC
N/A—28,709-28,709-100%$983.9K———
Sykon Capital LLC
N/A—28,337-28,337-100%$971.1K———
Madison Wealth Partners, Inc
N/A—27,462-27,462-100%$941.1K———
Stephens Inc
N/A—27,011-27,011-100%$925.7K———
Core Wealth Advisors, Inc.
N/A—26,593-26,593-100%$911.3K———
BFC Planning, Inc.
N/A—26,523-26,523-100%$908.9K———
Vantage Point Financial LLC
N/A—24,672-24,672-100%$845.5K———
Palumbo Wealth Management LLC
N/A—23,099-23,099-100%$791.6K———
O'shaughnessy Asset Management, LLC
N/A—23,035-23,035-100%$789.4K———
NewEdge Wealth, LLC
N/A—22,493-22,493-100%$770.8K———
Sequent Planning LLC
N/A—22,306-22,306-100%$764.4K———
GTS Financial, LLC
N/A—22,119-22,119-100%$709.6K———
IHT Wealth Management, LLC
N/A—21,824-21,824-100%$747.9K———
Smith, Moore & Co.
N/A—21,788-21,788-100%$746.7K———
AssuredPartners Investment Advisors, LLC
N/A—20,930-20,930-100%$717.3K———
Betterment LLC
N/A—20,577-20,577-100%$705.0K———
Advyzon Investment Management, LLC
N/A—19,891-19,891-100%$681.7K———
JPMorgan Chase & Co
N/A—18,162-18,162-100%$622.5K———
Pine Harbor Wealth Management, LLC
N/A—17,918-17,918-100%$614.1K———
Disciplined Investments, LLC
N/A—17,784-17,784-100%$609.5K———
Ameritas Advisory Services, LLC
N/A—17,423-17,423-100%$597.1K———
Sovereign Financial Group, Inc.
N/A—17,230-17,230-100%$590.5K———
Syon Capital LLC
N/A—17,074-17,074-100%$585.1K———
Tanglewood Legacy Advisors, LLC
N/A—16,660-16,660-100%$570.9K———
CFO4Life Group, LLC
N/A—16,315-16,315-100%$559.1K———
Summit Wealth Partners, LLC
N/A—15,005-15,005-100%$514.2K———
Fortune Financial Advisors, LLC
N/A—14,907-14,907-100%$510.9K———
Apriem Advisors
N/A—14,617-14,617-100%$500.9K———
Inspire Advisors, LLC
N/A—13,757-13,757-100%$471.5K———
Money Concepts Capital Corp
N/A—12,713-12,713-100%$435.7K———
Quantinno Capital Management LP
N/A—12,171-12,171-100%$417.1K———
WorthPointe, LLC
N/A—11,672-11,672-100%$400.0K———
Sanctuary Advisors, LLC
N/A—11,613-11,613-100%$398.0K———
Cofg Advisors, LLC
N/A—11,517-11,517-100%$394.7K———
Wealthgarden F.S. LLC
N/A—11,021-11,021-100%$377.7K———
Intentional Wealth Strategies, LLC
N/A—10,715-10,715-100%$367.2K———
Vista Investment Management
N/A—10,465-10,465-100%$358.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,871-9,871-100%$338.3K———
First Commonwealth Financial Corp
N/A—9,557-9,557-100%$327.5K———
Forefront Wealth Partners, LLC
N/A—9,439-9,439-100%$323.5K———
Private Advisor Group, LLC
N/A—9,354-9,354-100%$320.6K———
Keating Financial Advisory Services, Inc.
N/A—9,308-9,308-100%$319.0K———
Modern Wealth Management, LLC
N/A—9,224-9,224-100%$316.1K———
Legacy Wealth Managment, LLC
N/A—8,385-8,385-100%$287.4K———
Integrated Wealth Concepts LLC
N/A—8,353-8,353-100%$286.3K———
Castle Wealth Management LLC
N/A—8,272-8,272-100%$283.5K———
Geneos Wealth Management Inc.
N/A—8,246-8,246-100%$282.6K———
Savvy Advisors, Inc.
N/A—8,210-8,210-100%$281.4K———
Vawter Financial, Ltd.
N/A—8,171-8,171-100%$280.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,166-8,166-100%$279.8K———
Ibex Wealth Advisors
N/A—7,433-7,433-100%$254.7K———
GeoWealth Management, LLC
N/A—7,112-7,112-100%$243.7K———
Alaska Wealth Advisors, LLC
N/A—6,909-6,909-100%$236.8K———
Quest Investment Management LLC
N/A—6,644-6,644-100%$227.7K———
Collaborative Wealth Managment Inc.
N/A—6,103-6,103-100%$209.2K———
Continuum Advisory, LLC
N/A—5,229-5,229-100%$179.2K———
Alaska Permanent Capital Management, LLC
N/A—5,198-5,198-100%$178.0K———
Wells Fargo & Company
N/A—4,700-4,700-100%$161.1K———
Morgan Stanley
N/A—3,751-3,751-100%$128.5K———
Oakmont Advisory Group, LLC
N/A—3,654-3,654-100%$125.2K———
Caitlin John, LLC
N/A—1,849-1,849-100%$63.4K———
UBS Group AG
N/A—1,500-1,500-100%$51.4K———
WealthShield Partners, LLC
N/A—1,192-1,192-100%$40.9K———
Ameritas Investment Partners, Inc.
N/A—1,000-1,000-100%$34.3K———
Benson Wealth Management Inc
N/A—923-923-100%$31.6K———
Royal Bank of Canada
N/A—194-194-100%$7.0K———
Showing 328 of 328 institutions