IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Total Return Bond ET (GTO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares1,362,370 from 1,332,787
Change+29,583 (+2%)
Value$60.7M (-$1.7M)
Filed 2026-11-05
RTD Financial Advisors, Inc.
INCREASED
Shares909,335 from 866,849
Change+42,486 (+5%)
Value$40.5M (-$82.0K)
Filed 2026-10-09
Howard Financial Services, Ltd.
INCREASED
Shares801,013 from 798,092
Change+2,921 (+0%)
Value$35.7M (-$1.7M)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares720,144 from 700,663
Change+19,481 (+3%)
Value$32.1M (-$728.8K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares547,471 from 508,289
Change+39,182 (+8%)
Value$24.4M (+$588.2K)
Filed 2026-10-22
Northwest Financial Advisors
DECREASED
Shares521,320 from 531,961
Change-10,641 (-2%)
Value$23.2M (-$1.7M)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares497,423 from 675,575
Change-178,152 (-26%)
Value$22.2M (-$9.5M)
Filed 2026-10-20
American Capital Advisory, LLC
INCREASED
Shares438,208 from 429,003
Change+9,205 (+2%)
Value$19.5M (-$567.7K)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
INCREASED
Shares356,931 from 136,325
Change+220,606 (+162%)
Value$15.9M (+$9.5M)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares343,526 from 266,113
Change+77,413 (+29%)
Value$15.3M (+$2.8M)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
DECREASED
Shares340,047 from 348,756
Change-8,709 (-2%)
Value$15.2M (-$1.2M)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares332,141 from 89,891
Change+242,250 (+269%)
Value$14.8M (+$10.6M)
Filed 2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares323,263 from 323,263
Change0 (0%)
Value$15.2M ($0)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares311,853 from 304,688
Change+7,165 (+2%)
Value$13.9M (-$375.2K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares298,313 from 294,261
Change+4,052 (+1%)
Value$13.3M (-$490.3K)
Filed 2026-10-14
Acima Private Wealth, LLC
INCREASED
Shares297,666 from 290,933
Change+6,733 (+2%)
Value$13.3M (-$363.1K)
Filed 2026-10-05
Asset Allocation Strategies LLC
INCREASED
Shares246,751 from 233,199
Change+13,552 (+6%)
Value$11.0M (+$72.6K)
Filed 2026-10-20
Integrity Wealth Advisors, Inc.
NEW
Shares230,655
Change+230,655
Value$10.3M
Filed 2026-10-29
Ashton Thomas Securities, LLC
INCREASED
Shares228,149 from 217,763
Change+10,386 (+5%)
Value$10.2M (-$23.0K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
NEW
Shares184,879
Change+184,879
Value$8.2M
Filed 2026-11-05
Beacon Financial Planning, Inc
DECREASED
Shares184,418 from 192,081
Change-7,663 (-4%)
Value$8.2M (-$779.6K)
Filed 2026-11-04
BOS Asset Management, LLC
INCREASED
Shares174,347 from 162,897
Change+11,450 (+7%)
Value$7.8M (+$139.1K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares158,189 from 116,593
Change+41,596 (+36%)
Value$7.1M (+$1.6M)
Filed 2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED
Shares156,630 from 156,630
Change0 (0%)
Value$7.3M ($0)
Filed 2026-10-22
Cooper Financial Group
DECREASED
Shares152,767 from 199,851
Change-47,084 (-24%)
Value$6.8M (-$2.6M)
Filed 2026-10-07
Total Clarity Wealth Management, Inc.
INCREASED
Shares147,616 from 141,260
Change+6,356 (+5%)
Value$6.6M (-$38.7K)
Filed 2026-10-26
USAdvisors Wealth Management, LLC
INCREASED
Shares140,122 from 134,326
Change+5,796 (+4%)
Value$6.2K (-$6.3M)
Filed 2026-10-21
Insight Wealth Partners, LLC
INCREASED
Shares110,184 from 104,378
Change+5,806 (+6%)
Value$4.9M (+$20.9K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares109,532 from 43,871
Change+65,661 (+150%)
Value$4.9M (+$2.8M)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares95,852 from 101,693
Change-5,841 (-6%)
Value$4.3M (-$492.3K)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares82,832 from 124,092
Change-41,260 (-33%)
Value$3.7M (-$2.1M)
Filed 2026-11-02
Fjell Capital, LLC
DECREASED
Shares82,399 from 99,685
Change-17,286 (-17%)
Value$3.7M (-$998.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares80,432 from 271,276
Change-190,844 (-70%)
Value$3.6M (-$9.1M)
Filed 2026-10-16
Mechanics Bank Trust Department
INCREASED
Shares79,409 from 78,613
Change+796 (+1%)
Value$3.5M (-$143.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares70,420 from 56,165
Change+14,255 (+25%)
Value$3.1M (+$507.6K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares66,966 from 66,144
Change+822 (+1%)
Value$3.0M (-$114.0K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares51,525 from 50,041
Change+1,484 (+3%)
Value$2.3M (-$47.9K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares48,135 from 41,655
Change+6,480 (+16%)
Value$2.1M (+$194.0K)
Filed 2026-10-26
Destiny Capital Corp
DECREASED
Shares44,340 from 45,640
Change-1,300 (-3%)
Value$2.0M (-$162.0K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares42,621 from 38,297
Change+4,324 (+11%)
Value$1.9M (+$105.0K)
Filed 2026-10-26
VestGen Advisors, LLC
INCREASED
Shares41,827 from 41,597
Change+230 (+1%)
Value$1.9M (-$84.6K)
Filed 2026-10-27
MFG Investments, LLC
NEW
Shares41,372
Change+41,372
Value$1.8M
Filed 2026-10-30
Diversify Wealth Management, LLC
DECREASED
Shares40,542 from 47,922
Change-7,380 (-15%)
Value$1.8M (-$385.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares40,542 from 47,922
Change-7,380 (-15%)
Value$1.8M (-$385.8K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares27,060 from 27,573
Change-513 (-2%)
Value$1.2M (-$85.7K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares24,877 from 23,688
Change+1,189 (+5%)
Value$1.1M (-$1.0K)
Filed 2026-11-02
Treasure Coast Financial Planning
DECREASED
Shares22,033 from 29,813
Change-7,780 (-26%)
Value$982.5K (-$414.9K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares21,898 from 21,003
Change+895 (+4%)
Value$976.5K (-$7.9K)
Filed 2026-11-04
Avid Wealth Partners LLC
DECREASED
Shares19,767 from 22,198
Change-2,431 (-11%)
Value$881.4K (-$159.0K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares19,008 from 20,321
Change-1,313 (-6%)
Value$847.6K (-$104.9K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares18,396 from 19,315
Change-919 (-5%)
Value$820.3K (-$85.0K)
Filed 2026-10-08
Gerber Kawasaki Wealth & Investment Management
NEW
Shares17,870
Change+17,870
Value$796.9K
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares16,403 from 1,691
Change+14,712 (+870%)
Value$731.4K (+$652.1K)
Filed 2026-10-28
Kuhn & Co Investment Counsel
DECREASED
Shares16,247 from 16,427
Change-180 (-1%)
Value$724.5K (-$45.5K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares16,220 from 11,494
Change+4,726 (+41%)
Value$723.3K (+$184.5K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares16,059 from 16,278
Change-219 (-1%)
Value$716.1K (-$46.9K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares15,659 from 19,530
Change-3,871 (-20%)
Value$698.2K (-$217.1K)
Filed 2026-10-13
KWB Wealth
DECREASED
Shares15,347 from 352,169
Change-336,822 (-96%)
Value$684.3K (-$15.8M)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares13,538 from 14,397
Change-859 (-6%)
Value$603.7K (-$71.1K)
Filed 2026-10-21
Pathway Financial Advisors LLC
UNCHANGED
Shares13,209 from 13,209
Change0 (0%)
Value$589.0K (-$29.4K)
Filed 2026-10-07
Perigon Wealth Management, LLC
INCREASED
Shares12,801 from 12,618
Change+183 (+1%)
Value$570.8K (-$20.6K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares12,650 from 9,385
Change+3,265 (+35%)
Value$564.1K (+$124.2K)
Filed 2026-10-27
Community Bank & Trust, Waco, Texas
INCREASED
Shares12,374 from 10,374
Change+2,000 (+19%)
Value$552 (-$485.4K)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares12,354 from 12,414
Change-60 (0%)
Value$550.9K (-$31.0K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares12,256 from 12,165
Change+91 (+1%)
Value$546.5K (-$23.7K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares11,728 from 10,751
Change+977 (+9%)
Value$525.1K (+$21.2K)
Filed 2026-10-13
Landmark Wealth Management, Inc.
DECREASED
Shares11,645 from 22,352
Change-10,707 (-48%)
Value$519.3K (-$528.4K)
Filed 2026-11-04
Accurate Wealth Management, LLC
NEW
Shares11,471
Change+11,471
Value$513.4K
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares10,769 from 6,648
Change+4,121 (+62%)
Value$480.2K (+$168.6K)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
DECREASED
Shares10,646 from 10,808
Change-162 (-1%)
Value$474.7K (-$31.8K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares10,644 from 10,185
Change+459 (+5%)
Value$474.6K (-$2.8K)
Filed 2026-10-28
Gilliland Jeter Wealth Management LLC
INCREASED
Shares10,485 from 4,428
Change+6,057 (+137%)
Value$467.5K (+$259.9K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares10,009
Change+10,009
Value$446.3K
Filed 2026-10-28
Firethorn Wealth Partners, LLC
INCREASED
Shares9,762 from 7,331
Change+2,431 (+33%)
Value$435.3K (+$91.7K)
Filed 2026-10-14
Asset One Wealth Management LLC
DECREASED
Shares8,887 from 8,909
Change-22 (0%)
Value$396.3K (-$19.1K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares8,654 from 8,878
Change-224 (-3%)
Value$385.9K (-$30.3K)
Filed 2026-10-08
Meridian Financial Advisors, LLC
DECREASED
Shares8,195 from 8,582
Change-387 (-5%)
Value$365.4K (-$36.8K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares8,167 from 8,116
Change+51 (+1%)
Value$364.1K (-$16.3K)
Filed 2026-11-03
Appalachian Capital Management Ltd
INCREASED
Shares8,150 from 8,062
Change+88 (+1%)
Value$363.4K (-$14.4K)
Filed 2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares6,813 from 7,455
Change-642 (-9%)
Value$303.8K (-$45.6K)
Filed 2026-10-29
Richmond Investment Services, LLC
DECREASED
Shares6,765 from 187,970
Change-181,205 (-96%)
Value$301.7K (-$8.5M)
Filed 2026-10-29
Radnor Capital Management, LLC
NEW
Shares6,667
Change+6,667
Value$297.3K
Filed 2026-10-23
Cogent Strategic Wealth LLC
INCREASED
Shares6,621 from 6,318
Change+303 (+5%)
Value$295.2K (-$925)
Filed 2026-10-22
BIP Wealth, LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$285.4K (-$14.6K)
Filed 2026-10-22
Nations Financial Group Inc,
DECREASED
Shares6,043 from 6,133
Change-90 (-1%)
Value$269.5K (-$18.0K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares5,818 from 5,309
Change+509 (+10%)
Value$259.4K (+$10.6K)
Filed 2026-11-05
NorthLanding Financial Partners, LLC
INCREASED
Shares5,269 from 5,207
Change+62 (+1%)
Value$234.9K (-$9.1K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares5,088 from 3,834
Change+1,254 (+33%)
Value$226.9K (+$47.2K)
Filed 2026-10-08
ADG Wealth Management Group, LLC
UNCHANGED
Shares4,770 from 4,770
Change0 (0%)
Value$212.7K (-$10.9K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares4,414 from 3,766
Change+648 (+17%)
Value$196.8K (+$20.3K)
Filed 2026-10-29
Goodman Advisory Group, LLC
NEW
Shares2,550
Change+2,550
Value$113.7K
Filed 2026-11-02
Nova Financial LLC
NEW
Shares1,516
Change+1,516
Value$67.6K
Filed 2026-11-04
KFG LLC
NEW
Shares1,252
Change+1,252
Value$55.8K
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
NEW
Shares1,245
Change+1,245
Value$55.5K
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares1,200 from 1,700
Change-500 (-29%)
Value$53.5K (-$26.2K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares1,178 from 8,768
Change-7,590 (-87%)
Value$52.5K (-$358.4K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$49.5K (-$2.5K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
NEW
Shares827
Change+827
Value$36.9K
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$24.3K (-$1.1K)
Filed 2026-10-16
Nfsg Corp
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$22.3K (-$1.1K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$19.2K (-$980)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares427 from 468
Change-41 (-9%)
Value$19.0K (-$2.9K)
Filed 2026-11-02
Concord Wealth Partners
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$16.6K (-$851)
Filed 2026-11-02
Cdkv Holdings LLC
INCREASED
Shares348 from 344
Change+4 (+1%)
Value$15.5K (-$647)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares297 from 286
Change+11 (+4%)
Value$13.2K (-$162)
Filed 2026-11-05
James T. Borello RIA
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$11.0K (-$561)
Filed 2026-10-16
Holos Integrated Wealth LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.8K (-$119)
Filed 2026-10-23
Compass Financial Management LLC
DECREASED
Shares21 from 137
Change-116 (-85%)
Value$936 (-$5.5K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 161,241
Change-161,241 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-21
Axim Planning & Wealth
CLOSED
Shares0 from 4,465
Change-4,465 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$70.1K)
Filed 2026-11-02
US Bancorp \de\
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-05
Wagner Wealth Management, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-21
High Note Wealth, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$15)
Filed 2026-10-27
LPL Financial LLC
N/A
Shares— from 5,430,827
Change-5,430,827 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,060,480
Change-5,060,480 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,690,727
Change-3,690,727 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,841,584
Change-2,841,584 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,889,850
Change-1,889,850 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,700,539
Change-1,700,539 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,420,756
Change-1,420,756 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,250,499
Change-1,250,499 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 804,528
Change-804,528 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 698,589
Change-698,589 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 645,855
Change-645,855 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 510,124
Change-510,124 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 402,684
Change-402,684 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 373,361
Change-373,361 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 357,563
Change-357,563 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 305,776
Change-305,776 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 282,743
Change-282,743 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 279,531
Change-279,531 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 252,255
Change-252,255 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 241,027
Change-241,027 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 181,605
Change-181,605 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 170,759
Change-170,759 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 169,600
Change-169,600 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 146,948
Change-146,948 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 143,525
Change-143,525 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 135,707
Change-135,707 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 133,964
Change-133,964 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 110,640
Change-110,640 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 105,320
Change-105,320 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 99,776
Change-99,776 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 84,987
Change-84,987 (-100%)
Value—
&partners
N/A
Shares— from 82,024
Change-82,024 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 76,353
Change-76,353 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 59,070
Change-59,070 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 58,403
Change-58,403 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 55,320
Change-55,320 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 54,902
Change-54,902 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 51,816
Change-51,816 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 48,526
Change-48,526 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 40,546
Change-40,546 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 37,696
Change-37,696 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 35,698
Change-35,698 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 31,281
Change-31,281 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 28,783
Change-28,783 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 28,699
Change-28,699 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 27,550
Change-27,550 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 27,278
Change-27,278 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,831
Change-26,831 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 25,559
Change-25,559 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,586
Change-22,586 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,717
Change-21,717 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 17,785
Change-17,785 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,106
Change-17,106 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,086
Change-16,086 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,919
Change-15,919 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,851
Change-14,851 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 13,708
Change-13,708 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,599
Change-13,599 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 13,477
Change-13,477 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 11,255
Change-11,255 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 9,258
Change-9,258 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9,136
Change-9,136 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,645
Change-6,645 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 88
Change-88 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13
Change-13 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8
Change-8 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED1,362,3701,332,787+29,583+2%$62.5M$60.7M-$1.7M2026-11-05
RTD Financial Advisors, Inc.
INCREASED909,335866,849+42,486+5%$40.6M$40.5M-$82.0K2026-10-09
Howard Financial Services, Ltd.
INCREASED801,013798,092+2,921+0%$37.4M$35.7M-$1.7M2026-10-15
Dynamic Advisor Solutions LLC
INCREASED720,144700,663+19,481+3%$32.8M$32.1M-$728.8K2026-10-13
Brookstone Capital Management
INCREASED547,471508,289+39,182+8%$23.8M$24.4M+$588.2K2026-10-22
Northwest Financial Advisors
DECREASED521,320531,961-10,641-2%$24.9M$23.2M-$1.7M2026-10-27
Commonwealth Financial Services, LLC
DECREASED497,423675,575-178,152-26%$31.7M$22.2M-$9.5M2026-10-20
American Capital Advisory, LLC
INCREASED438,208429,003+9,205+2%$20.1M$19.5M-$567.7K2026-10-28
Tennessee Valley Asset Management Partners
INCREASED356,931136,325+220,606+162%$6.4M$15.9M+$9.5M2026-11-03
Verus Capital Partners, LLC
INCREASED343,526266,113+77,413+29%$12.5M$15.3M+$2.8M2026-11-03
KMG Fiduciary Partners, LLC
DECREASED340,047348,756-8,709-2%$16.3M$15.2M-$1.2M2026-10-14
Simplicity Wealth,LLC
INCREASED332,14189,891+242,250+269%$4.2M$14.8M+$10.6M2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED323,263323,26300%$15.2M$15.2M$02026-11-03
Stewardship Advisors, LLC
INCREASED311,853304,688+7,165+2%$14.3M$13.9M-$375.2K2026-10-20
Focus Financial Network, Inc.
INCREASED298,313294,261+4,052+1%$13.8M$13.3M-$490.3K2026-10-14
Acima Private Wealth, LLC
INCREASED297,666290,933+6,733+2%$13.6M$13.3M-$363.1K2026-10-05
Asset Allocation Strategies LLC
INCREASED246,751233,199+13,552+6%$10.9M$11.0M+$72.6K2026-10-20
Integrity Wealth Advisors, Inc.
NEW230,655—+230,655——$10.3M—2026-10-29
Ashton Thomas Securities, LLC
INCREASED228,149217,763+10,386+5%$10.2M$10.2M-$23.0K2026-10-26
Elevation Point Wealth Partners, LLC
NEW184,879—+184,879——$8.2M—2026-11-05
Beacon Financial Planning, Inc
DECREASED184,418192,081-7,663-4%$9.0M$8.2M-$779.6K2026-11-04
BOS Asset Management, LLC
INCREASED174,347162,897+11,450+7%$7.6M$7.8M+$139.1K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED158,189116,593+41,596+36%$5.4M$7.1M+$1.6M2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED156,630156,63000%$7.3M$7.3M$02026-10-22
Cooper Financial Group
DECREASED152,767199,851-47,084-24%$9.4M$6.8M-$2.6M2026-10-07
Total Clarity Wealth Management, Inc.
INCREASED147,616141,260+6,356+5%$6.6M$6.6M-$38.7K2026-10-26
USAdvisors Wealth Management, LLC
INCREASED140,122134,326+5,796+4%$6.3M$6.2K-$6.3M2026-10-21
Insight Wealth Partners, LLC
INCREASED110,184104,378+5,806+6%$4.9M$4.9M+$20.9K2026-10-26
First Command Advisory Services, Inc.
INCREASED109,53243,871+65,661+150%$2.1M$4.9M+$2.8M2026-11-05
IFP Advisors, Inc
DECREASED95,852101,693-5,841-6%$4.8M$4.3M-$492.3K2026-10-16
Kestra Advisory Services, LLC
DECREASED82,832124,092-41,260-33%$5.8M$3.7M-$2.1M2026-11-02
Fjell Capital, LLC
DECREASED82,39999,685-17,286-17%$4.7M$3.7M-$998.1K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED80,432271,276-190,844-70%$12.7M$3.6M-$9.1M2026-10-16
Mechanics Bank Trust Department
INCREASED79,40978,613+796+1%$3.7M$3.5M-$143.7K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED70,42056,165+14,255+25%$2.6M$3.1M+$507.6K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED66,96666,144+822+1%$3.1M$3.0M-$114.0K2026-11-02
PFG Advisors
INCREASED51,52550,041+1,484+3%$2.3M$2.3M-$47.9K2026-10-16
Flagship Harbor Advisors, LLC
INCREASED48,13541,655+6,480+16%$2.0M$2.1M+$194.0K2026-10-26
Destiny Capital Corp
DECREASED44,34045,640-1,300-3%$2.1M$2.0M-$162.0K2026-11-03
Park Avenue Securities LLC
INCREASED42,62138,297+4,324+11%$1.8M$1.9M+$105.0K2026-10-26
VestGen Advisors, LLC
INCREASED41,82741,597+230+1%$1.9M$1.9M-$84.6K2026-10-27
MFG Investments, LLC
NEW41,372—+41,372——$1.8M—2026-10-30
Diversify Wealth Management, LLC
DECREASED40,54247,922-7,380-15%$2.2M$1.8M-$385.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED40,54247,922-7,380-15%$2.2M$1.8M-$385.8K2026-10-20
Retirement Planning Group, LLC
DECREASED27,06027,573-513-2%$1.3M$1.2M-$85.7K2026-10-19
Claro Advisors Inc.
INCREASED24,87723,688+1,189+5%$1.1M$1.1M-$1.0K2026-11-02
Treasure Coast Financial Planning
DECREASED22,03329,813-7,780-26%$1.4M$982.5K-$414.9K2026-11-03
Lido Advisors, LLC
INCREASED21,89821,003+895+4%$984.4K$976.5K-$7.9K2026-11-04
Avid Wealth Partners LLC
DECREASED19,76722,198-2,431-11%$1.0M$881.4K-$159.0K2026-11-03
HUB Investment Partners, LLC
DECREASED19,00820,321-1,313-6%$952.5K$847.6K-$104.9K2026-11-03
Farther Finance Advisors, LLC
DECREASED18,39619,315-919-5%$905.3K$820.3K-$85.0K2026-10-08
Gerber Kawasaki Wealth & Investment Management
NEW17,870—+17,870——$796.9K—2026-10-29
Cullen T Bankers, Inc.
INCREASED16,4031,691+14,712+870%$79.3K$731.4K+$652.1K2026-10-28
Kuhn & Co Investment Counsel
DECREASED16,24716,427-180-1%$769.9K$724.5K-$45.5K2026-10-29
TD Private Client Wealth LLC
INCREASED16,22011,494+4,726+41%$538.7K$723.3K+$184.5K2026-10-28
Commonwealth Equity Services, LLC
DECREASED16,05916,278-219-1%$763.0K$716.1K-$46.9K2026-11-02
Signal Advisors Wealth, LLC
DECREASED15,65919,530-3,871-20%$915.4K$698.2K-$217.1K2026-10-13
KWB Wealth
DECREASED15,347352,169-336,822-96%$16.5M$684.3K-$15.8M2026-10-16
Assetmark, Inc
DECREASED13,53814,397-859-6%$674.8K$603.7K-$71.1K2026-10-21
Pathway Financial Advisors LLC
UNCHANGED13,20913,20900%$618.4K$589.0K-$29.4K2026-10-07
Perigon Wealth Management, LLC
INCREASED12,80112,618+183+1%$591.4K$570.8K-$20.6K2026-10-22
Schneider Downs Wealth Management Advisors, LP
INCREASED12,6509,385+3,265+35%$439.9K$564.1K+$124.2K2026-10-27
Community Bank & Trust, Waco, Texas
INCREASED12,37410,374+2,000+19%$486.0K$552-$485.4K2026-10-19
Sowell Financial Services LLC
DECREASED12,35412,414-600%$581.9K$550.9K-$31.0K2026-10-23
RFG Advisory, LLC
INCREASED12,25612,165+91+1%$570.2K$546.5K-$23.7K2026-11-03
Krilogy Financial LLC
INCREASED11,72810,751+977+9%$503.9K$525.1K+$21.2K2026-10-13
Landmark Wealth Management, Inc.
DECREASED11,64522,352-10,707-48%$1.0M$519.3K-$528.4K2026-11-04
Accurate Wealth Management, LLC
NEW11,471—+11,471——$513.4K—2026-10-20
Truist Financial Corp
INCREASED10,7696,648+4,121+62%$311.6K$480.2K+$168.6K2026-10-30
Evolution Wealth Advisors, LLC
DECREASED10,64610,808-162-1%$506.6K$474.7K-$31.8K2026-11-03
MGO One Seven LLC
INCREASED10,64410,185+459+5%$477.4K$474.6K-$2.8K2026-10-28
Gilliland Jeter Wealth Management LLC
INCREASED10,4854,428+6,057+137%$207.6K$467.5K+$259.9K2026-10-28
Partners Wealth Management, LLC
NEW10,009—+10,009——$446.3K—2026-10-28
Firethorn Wealth Partners, LLC
INCREASED9,7627,331+2,431+33%$343.6K$435.3K+$91.7K2026-10-14
Asset One Wealth Management LLC
DECREASED8,8878,909-220%$415.4K$396.3K-$19.1K2026-11-02
First Heartland Consultants, Inc.
DECREASED8,6548,878-224-3%$416.1K$385.9K-$30.3K2026-10-08
Meridian Financial Advisors, LLC
DECREASED8,1958,582-387-5%$402.2K$365.4K-$36.8K2026-10-14
MSH Capital Advisors LLC
INCREASED8,1678,116+51+1%$380.4K$364.1K-$16.3K2026-11-03
Appalachian Capital Management Ltd
INCREASED8,1508,062+88+1%$377.9K$363.4K-$14.4K2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED6,8137,455-642-9%$349.4K$303.8K-$45.6K2026-10-29
Richmond Investment Services, LLC
DECREASED6,765187,970-181,205-96%$8.8M$301.7K-$8.5M2026-10-29
Radnor Capital Management, LLC
NEW6,667—+6,667——$297.3K—2026-10-23
Cogent Strategic Wealth LLC
INCREASED6,6216,318+303+5%$296.1K$295.2K-$9252026-10-22
BIP Wealth, LLC
UNCHANGED6,4006,40000%$300.0K$285.4K-$14.6K2026-10-22
Nations Financial Group Inc,
DECREASED6,0436,133-90-1%$287.5K$269.5K-$18.0K2026-11-05
Fifth Third Bancorp
INCREASED5,8185,309+509+10%$248.8K$259.4K+$10.6K2026-11-05
NorthLanding Financial Partners, LLC
INCREASED5,2695,207+62+1%$244.0K$234.9K-$9.1K2026-10-15
CoreCap Advisors, LLC
INCREASED5,0883,834+1,254+33%$179.7K$226.9K+$47.2K2026-10-08
ADG Wealth Management Group, LLC
UNCHANGED4,7704,77000%$223.6K$212.7K-$10.9K2026-10-23
Signature Equity Partners, LLC
INCREASED4,4143,766+648+17%$176.5K$196.8K+$20.3K2026-10-29
Goodman Advisory Group, LLC
NEW2,550—+2,550——$113.7K—2026-11-02
Nova Financial LLC
NEW1,516—+1,516——$67.6K—2026-11-04
KFG LLC
NEW1,252—+1,252——$55.8K—2026-11-02
Ashton Thomas Private Wealth, LLC
NEW1,245—+1,245——$55.5K—2026-11-03
Private Trust Co NA
DECREASED1,2001,700-500-29%$79.7K$53.5K-$26.2K2026-10-20
Spire Wealth Management
DECREASED1,1788,768-7,590-87%$411.0K$52.5K-$358.4K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED1,1101,11000%$52.0K$49.5K-$2.5K2026-10-21
Capital Investment Advisory Services, LLC
NEW827—+827——$36.9K—2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED54354300%$25.4K$24.3K-$1.1K2026-10-16
Nfsg Corp
UNCHANGED50150100%$23.5K$22.3K-$1.1K2026-10-15
Creative Financial Designs Inc
UNCHANGED43043000%$20.2K$19.2K-$9802026-11-04
Key FInancial Inc
DECREASED427468-41-9%$21.9K$19.0K-$2.9K2026-11-02
Concord Wealth Partners
UNCHANGED37337300%$17.5K$16.6K-$8512026-11-02
Cdkv Holdings LLC
INCREASED348344+4+1%$16.1K$15.5K-$6472026-10-28
Silver Grove Financial Group, Inc.
INCREASED297286+11+4%$13.4K$13.2K-$1622026-11-05
James T. Borello RIA
UNCHANGED24624600%$11.5K$11.0K-$5612026-10-16
Holos Integrated Wealth LLC
UNCHANGED626200%$2.9K$2.8K-$1192026-10-23
Compass Financial Management LLC
DECREASED21137-116-85%$6.4K$936-$5.5K2026-10-30
Axxcess Wealth Management, LLC
CLOSED0161,241-161,241-100%$7.6M$0-$7.6M2026-10-21
Axim Planning & Wealth
CLOSED04,465-4,465-100%$209.3K$0-$209.3K2026-10-28
International Assets Investment Management, LLC
CLOSED01,500-1,500-100%$70.1K$0-$70.1K2026-11-02
US Bancorp \de\
CLOSED0133-133-100%$6.2K$0-$6.2K2026-11-05
Wagner Wealth Management, LLC
CLOSED030-30-100%$1.4K$0-$1.4K2026-10-21
High Note Wealth, LLC
CLOSED000—$15$0-$152026-10-27
LPL Financial LLC
N/A—5,430,827-5,430,827-100%$254.5M———
Bank of America Corp
N/A—5,060,480-5,060,480-100%$237.2M———
Envestnet Asset Management Inc
N/A—3,690,727-3,690,727-100%$173.0M———
Osaic Holdings, Inc.
N/A—2,841,584-2,841,584-100%$133.2M———
Invesco Ltd.
N/A—1,889,850-1,889,850-100%$88.6M———
Morgan Stanley
N/A—1,700,539-1,700,539-100%$79.7M———
Private Advisor Group, LLC
N/A—1,420,756-1,420,756-100%$66.6M———
Brio Consultants, LLC
N/A—1,250,499-1,250,499-100%$58.6M———
Jones Financial Companies Lllp
N/A—804,528-804,528-100%$37.8M———
Raymond James Financial Inc
N/A—698,589-698,589-100%$32.7M———
Cetera Investment Advisers
N/A—645,855-645,855-100%$30.3M———
Petix & Botte Co
N/A—510,124-510,124-100%$23.9M———
HighTower Advisors, LLC
N/A—402,684-402,684-100%$18.9M———
MML Investors Services, LLC
N/A—373,361-373,361-100%$17.5M———
Wells Fargo & Company
N/A—357,563-357,563-100%$16.8M———
World Investment Advisors
N/A—305,776-305,776-100%$14.3M———
Vestmark Advisory Solutions, Inc.
N/A—282,743-282,743-100%$13.3M———
IFG Advisory, LLC
N/A—279,531-279,531-100%$13.1M———
Envestnet Portfolio Solutions, Inc.
N/A—252,255-252,255-100%$11.8M———
NewEdge Advisors, LLC
N/A—241,027-241,027-100%$11.3M———
Regal Investment Advisors LLC
N/A—181,605-181,605-100%$8.5M———
IHT Wealth Management, LLC
N/A—170,759-170,759-100%$8.0M———
Atlas Legacy Advisors, LLC
N/A—169,600-169,600-100%$7.9M———
Baird Financial Group, Inc.
N/A—146,948-146,948-100%$6.9M———
Integrated Wealth Concepts LLC
N/A—143,525-143,525-100%$6.7M———
Royal Bank of Canada
N/A—135,707-135,707-100%$6.4M———
Daner Wealth Management, LLC
N/A—133,964-133,964-100%$6.2M———
Channel Wealth LLC
N/A—110,640-110,640-100%$5.2M———
Gladstone Institutional Advisory LLC
N/A—105,320-105,320-100%$4.9M———
AQR Capital Management LLC
N/A—99,776-99,776-100%$4.7M———
Captrust Financial Advisors
N/A—84,987-84,987-100%$4.0M———
&partners
N/A—82,024-82,024-100%$3.8M———
Citadel Advisors LLC
N/A—76,353-76,353-100%$3.6M———
Goldman Sachs Group Inc
N/A—59,070-59,070-100%$2.8M———
Natixis Advisors, LLC
N/A—58,403-58,403-100%$2.7M———
Tidemark, LLC
N/A—55,320-55,320-100%$2.6M———
Arkadios Wealth Advisors
N/A—54,902-54,902-100%$2.6M———
Kingsview Wealth Management, LLC
N/A—51,816-51,816-100%$2.4M———
Cerity Partners LLC
N/A—48,526-48,526-100%$2.3M———
Mpwm Advisory Solutions, LLC
N/A—40,546-40,546-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—37,696-37,696-100%$1.8M———
PAX Financial Group, LLC
N/A—35,698-35,698-100%$1.7M———
Sequent Planning LLC
N/A—31,281-31,281-100%$1.5M———
JPMorgan Chase & Co
N/A—28,783-28,783-100%$1.4M———
Independent Advisor Alliance
N/A—28,699-28,699-100%$1.3M———
Money Concepts Capital Corp
N/A—27,550-27,550-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—27,278-27,278-100%$1.3M———
Jane Street Group, LLC
N/A—26,831-26,831-100%$1.3M———
Pacific Financial Group Inc
N/A—25,559-25,559-100%$1.2M———
Aspire Capital Advisors LLC
N/A—25,475-25,475-100%$1.2M———
Janney Montgomery Scott LLC
N/A—22,586-22,586-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—21,717-21,717-100%$1.0M———
Vista Cima Wealth Management LLC
N/A—17,785-17,785-100%$833.6K———
Principal Securities, Inc.
N/A—17,106-17,106-100%$801.8K———
Harbour Investments, Inc.
N/A—16,086-16,086-100%$753.9K———
Sanctuary Advisors, LLC
N/A—15,919-15,919-100%$746.1K———
Betterment LLC
N/A—14,851-14,851-100%$696.0K———
Barnes Wealth Management Group, Inc
N/A—14,756-14,756-100%$691.6K———
OneDigital Investment Advisors LLC
N/A—13,771-13,771-100%$645.4K———
Empirical Asset Management, LLC
N/A—13,708-13,708-100%$642.5K———
Equitable Holdings, Inc.
N/A—13,599-13,599-100%$637.4K———
Clearstead Advisors, LLC
N/A—13,477-13,477-100%$631.7K———
Mainstay Capital Management LLC
N/A—11,490-11,490-100%$538.5K———
Alteri Wealth LLC
N/A—11,255-11,255-100%$527.5K———
Drive Wealth Management, LLC
N/A—10,300-10,300-100%$482.8K———
Global Retirement Partners, LLC
N/A—10,255-10,255-100%$480.7K———
Tailwinds Wealth, LLC
N/A—10,195-10,195-100%$477.9K———
Western Wealth Management, LLC
N/A—10,015-10,015-100%$469.4K———
Snowden Capital Advisors LLC
N/A—9,673-9,673-100%$453.4K———
Founders Financial Alliance, LLC
N/A—9,505-9,505-100%$445.5K———
Medallion Wealth Advisors, LLC
N/A—9,258-9,258-100%$434.3K———
Bogart Wealth, LLC
N/A—9,136-9,136-100%$428.2K———
Ausdal Financial Partners, Inc.
N/A—7,602-7,602-100%$356.3K———
GeoWealth Management, LLC
N/A—7,531-7,531-100%$353.0K———
Financial Engines Advisors L.L.C.
N/A—6,776-6,776-100%$317.6K———
Merit Financial Group, LLC
N/A—6,718-6,718-100%$314.9K———
Capital Analysts, LLC
N/A—6,645-6,645-100%$311.0K———
Wealth Watch Advisors, Inc
N/A—6,480-6,480-100%$303.7K———
Focus Partners Advisor Solutions, LLC
N/A—6,385-6,385-100%$299.3K———
Advisory Services Network, LLC
N/A—6,099-6,099-100%$285.9K———
Summit Wealth Group, LLC
N/A—6,024-6,024-100%$282.3K———
Stifel Financial Corp
N/A—5,649-5,649-100%$264.8K———
CreativeOne Wealth, LLC
N/A—5,638-5,638-100%$264.3K———
Gateway Wealth Partners, LLC
N/A—5,181-5,181-100%$242.8K———
Capasso Planning Partners LLC
N/A—4,541-4,541-100%$212.8K———
Proactive Wealth Strategies LLC
N/A—4,391-4,391-100%$205.9K———
Level Four Advisory Services, LLC
N/A—4,350-4,350-100%$203.9K———
Buffalo Business & Estate Services LTD
N/A—4,319-4,319-100%$202.4K———
Aptus Capital Advisors, LLC
N/A—3,687-3,687-100%$172.8K———
Kerr Financial Planning Corp
N/A—2,368-2,368-100%$111.0K———
Geneos Wealth Management Inc.
N/A—1,985-1,985-100%$93.0K———
FMR LLC
N/A—1,618-1,618-100%$75.8K———
IAG Wealth Partners, LLC
N/A—1,580-1,580-100%$74.1K———
LGT Financial Advisors LLC
N/A—823-823-100%$38.6K———
AE Wealth Management LLC
N/A—572-572-100%$26.8K———
Ameriflex Group, Inc.
N/A—562-562-100%$26.3K———
BFC Planning, Inc.
N/A—132-132-100%$6.2K———
Walsh & Associates, LLC
N/A—131-131-100%$6.1K———
Keating Financial Advisory Services, Inc.
N/A—118-118-100%$5.5K———
Steward Partners Investment Advisory, LLC
N/A—105-105-100%$4.9K———
Allworth Financial LP
N/A—88-88-100%$4.1K———
Prestige Wealth Management Group LLC
N/A—85-85-100%$4.0K———
Strategic Wealth Partners, Ltd.
N/A—42-42-100%$2.0K———
Frazier Financial Advisors, LLC
N/A—38-38-100%$1.8K———
Arax Advisory Partners
N/A—13-13-100%$610———
BNP Paribas Financial Markets
N/A—8-8-100%$375———
Ancora Advisors LLCA
N/A—8-8-100%$375———
Showing 221 of 221 institutions