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Invesco Ultra Short Duration (GSY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares6,617,977 from 6,837,082
Change-219,105 (-3%)
Value$330.4M (-$12.4M)
Filed 2026-11-06
Capital Asset Advisory Services LLC
INCREASED
Shares1,698,639 from 1,487,657
Change+210,982 (+14%)
Value$84.8M (+$10.2M)
Filed 2026-10-30
Johnson Bixby & Associates, LLC
INCREASED
Shares1,206,535 from 297,356
Change+909,179 (+306%)
Value$60.2M (+$45.3M)
Filed 2026-10-14
Gradient Investments LLC
INCREASED
Shares1,034,881 from 1,034,198
Change+683 (+0%)
Value$51.7M (-$193.4K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares886,322 from 275,130
Change+611,192 (+222%)
Value$44.3M (+$30.5M)
Filed 2026-11-02
Prairie Advisory, LLC
INCREASED
Shares707,372 from 327,927
Change+379,445 (+116%)
Value$35.3M (+$18.9M)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares442,920 from 419,129
Change+23,791 (+6%)
Value$22.1M (+$1.1M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares427,064 from 249,569
Change+177,495 (+71%)
Value$21.3M (+$8.8M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares311,453 from 284,911
Change+26,542 (+9%)
Value$15.6M (+$1.3M)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares300,291 from 316,475
Change-16,184 (-5%)
Value$15.0M (-$877.7K)
Filed 2026-10-21
Royal Harbor Partners, LLC
INCREASED
Shares298,888 from 291,595
Change+7,293 (+3%)
Value$14.9M (+$300.0K)
Filed 2026-10-29
Guidance Capital, Inc
INCREASED
Shares258,858 from 258,641
Change+217 (+0%)
Value$13.0M (-$40.9K)
Filed 2026-11-03
Advocate Investing Services LLC
DECREASED
Shares247,596 from 260,150
Change-12,554 (-5%)
Value$12.4M (-$684.1K)
Filed 2026-10-26
Randolph Co Inc
NEW
Shares241,739
Change+241,739
Value$12.1M
Filed 2026-10-23
First Merchants Corp
INCREASED
Shares238,589 from 231,733
Change+6,856 (+3%)
Value$11.9M (+$291.3K)
Filed 2026-10-15
Wealth Intelligence, LLC
INCREASED
Shares237,914 from 188,347
Change+49,567 (+26%)
Value$11.9M (+$2.4M)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares237,235 from 224,985
Change+12,250 (+5%)
Value$11.8M (+$562.1K)
Filed 2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED
Shares226,685 from 226,685
Change0 (0%)
Value$11.4M ($0)
Filed 2026-10-22
Creative Planning
DECREASED
Shares213,846 from 230,688
Change-16,842 (-7%)
Value$10.7M (-$891.6K)
Filed 2026-11-02
Capstone Wealth Management Group, LLC
INCREASED
Shares201,160 from 182,991
Change+18,169 (+10%)
Value$10.1M (+$928.1K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares197,350 from 197,063
Change+287 (+0%)
Value$9.9M (-$29.0K)
Filed 2026-10-26
Foronjy Financial LLC
DECREASED
Shares188,610 from 228,248
Change-39,638 (-17%)
Value$9.4M (-$2.0M)
Filed 2026-10-14
Greenleaf Trust
INCREASED
Shares170,263 from 168,666
Change+1,597 (+1%)
Value$8.5M (+$42.6K)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares148,911 from 248,330
Change-99,419 (-40%)
Value$7.4M (-$5.0M)
Filed 2026-10-28
Transcendent Capital Group LLC
INCREASED
Shares144,854 from 41,265
Change+103,589 (+251%)
Value$7.2M (+$5.2M)
Filed 2026-10-28
PW Nova Financial Services LLC
INCREASED
Shares131,468 from 127,354
Change+4,114 (+3%)
Value$6.6M (+$177.4K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares121,453 from 114,355
Change+7,098 (+6%)
Value$6.1M (+$354.8K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
INCREASED
Shares116,454 from 104,702
Change+11,752 (+11%)
Value$5.8M (+$563.7K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares114,507 from 107,057
Change+7,450 (+7%)
Value$5.7M (+$5.7M)
Filed 2026-10-27
Brookstone Capital Management
NEW
Shares112,202
Change+112,202
Value$5.6M
Filed 2026-10-22
Lynx Capital Group LTD
DECREASED
Shares98,225 from 98,257
Change-32 (0%)
Value$4.9M (-$23.2K)
Filed 2026-11-04
Redwood Financial Network Corp
DECREASED
Shares96,210 from 101,968
Change-5,758 (-6%)
Value$4.8M (-$310.0K)
Filed 2026-11-03
Hardworking Capital Advisors, LLC
DECREASED
Shares94,456 from 96,237
Change-1,781 (-2%)
Value$4.7M (-$110.1K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares91,714 from 103,799
Change-12,085 (-12%)
Value$4.6M (-$626.2K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares80,667
Change+80,667
Value$4.0M
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares76,732 from 77,184
Change-452 (-1%)
Value$3.8M (-$39.5K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares75,338 from 63,248
Change+12,090 (+19%)
Value$3.8M (+$589.7K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares67,342 from 59,051
Change+8,291 (+14%)
Value$3.4M (+$401.0K)
Filed 2026-11-03
Annex Advisory Services, LLC
DECREASED
Shares60,099 from 100,737
Change-40,638 (-40%)
Value$3.0M (-$2.1M)
Filed 2026-10-16
Sage Advisory Services, Ltd.Co.
INCREASED
Shares60,055 from 58,090
Change+1,965 (+3%)
Value$3.0M (+$86.0K)
Filed 2026-10-29
Trust Co
DECREASED
Shares59,049 from 65,676
Change-6,627 (-10%)
Value$2.9M (-$345.3K)
Filed 2026-10-09
Duncker Streett & Co Inc
INCREASED
Shares50,613 from 48,421
Change+2,192 (+5%)
Value$2.5M (+$98.8K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares46,560 from 34,684
Change+11,876 (+34%)
Value$2.3M (+$585.3K)
Filed 2026-10-20
Parsons Capital Management Inc
DECREASED
Shares46,304 from 50,109
Change-3,805 (-8%)
Value$2.3M (-$201.0K)
Filed 2026-10-28
Financial & Tax Architects, LLC
NEW
Shares46,297
Change+46,297
Value$2.3M
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares46,185 from 42,531
Change+3,654 (+9%)
Value$2.3M (+$173.1K)
Filed 2026-11-03
Legacy Solutions, LLC
INCREASED
Shares40,946 from 39,661
Change+1,285 (+3%)
Value$2.0M (+$55.5K)
Filed 2026-10-07
GreatBanc Trust Co
DECREASED
Shares39,430 from 40,500
Change-1,070 (-3%)
Value$2.0M (-$62.3K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares38,612 from 1,478,317
Change-1,439,705 (-97%)
Value$1.9M (-$72.2M)
Filed 2026-10-21
Regatta Capital Group, LLC
DECREASED
Shares37,716 from 43,181
Change-5,465 (-13%)
Value$1.9M (-$282.4K)
Filed 2026-10-23
Sunpointe, LLC
NEW
Shares37,665
Change+37,665
Value$1.9M
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares37,632 from 38,793
Change-1,161 (-3%)
Value$1.9M (-$66.5K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares36,954 from 7,056
Change+29,898 (+424%)
Value$1.8M (+$1.5M)
Filed 2026-10-08
Warwick Investment Management, Inc.
DECREASED
Shares35,314 from 36,601
Change-1,287 (-4%)
Value$1.8M (-$72.3K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares33,655 from 39,208
Change-5,553 (-14%)
Value$1.7M (-$285.9K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares32,164 from 32,897
Change-733 (-2%)
Value$1.6M (-$43.8K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
NEW
Shares32,107
Change+32,107
Value$1.6M
Filed 2026-10-29
Oppenheimer & Co Inc
DECREASED
Shares31,066 from 40,314
Change-9,248 (-23%)
Value$1.6M (-$470.6K)
Filed 2026-10-26
Capital Wealth Alliance, LLC
INCREASED
Shares30,687 from 19,968
Change+10,719 (+54%)
Value$1.5M (+$530.8K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares30,178 from 29,836
Change+342 (+1%)
Value$1.5M (+$10.5K)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
DECREASED
Shares29,229 from 36,133
Change-6,904 (-19%)
Value$1.5M (-$352.7K)
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares28,472 from 33,642
Change-5,170 (-15%)
Value$1.4M (-$265.5K)
Filed 2026-10-23
Fortis Group Advisors, LLC
NEW
Shares27,848
Change+27,848
Value$1.4M
Filed 2026-11-06
Weatherly Asset Management L. P.
INCREASED
Shares27,380 from 13,280
Change+14,100 (+106%)
Value$1.4M (+$701.1K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares26,620 from 24,012
Change+2,608 (+11%)
Value$1.3M (+$124.9K)
Filed 2026-10-16
NewSquare Capital LLC
INCREASED
Shares25,436 from 14,888
Change+10,548 (+71%)
Value$1.3M (+$523.4K)
Filed 2026-11-06
Condor Capital Management
INCREASED
Shares25,152 from 23,008
Change+2,144 (+9%)
Value$1.3M (+$102.0K)
Filed 2026-11-06
YHB Investment Advisors, Inc.
INCREASED
Shares25,112 from 24,213
Change+899 (+4%)
Value$1.3M (+$39.6K)
Filed 2026-10-08
Paladin Partners, LLC
INCREASED
Shares24,349 from 22,717
Change+1,632 (+7%)
Value$1.2M (+$76.5K)
Filed 2026-10-06
Paladin Wealth, LLC
INCREASED
Shares22,393 from 19,863
Change+2,530 (+13%)
Value$1.1M (+$122.0K)
Filed 2026-10-23
10Elms LLP
DECREASED
Shares21,534 from 23,372
Change-1,838 (-8%)
Value$1.1M (-$96.9K)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares21,509 from 21,490
Change+19 (+0%)
Value$1.1M (-$3.8K)
Filed 2026-10-14
National Wealth Management Group, LLC
INCREASED
Shares21,459 from 18,869
Change+2,590 (+14%)
Value$1.1M (+$125.1K)
Filed 2026-10-26
ETF Store, Inc.
DECREASED
Shares21,398 from 21,473
Change-75 (0%)
Value$1.1M (-$8.4K)
Filed 2026-10-19
Wealthstar Advisors, LLC
DECREASED
Shares20,585 from 22,365
Change-1,780 (-8%)
Value$1.0M (-$93.8K)
Filed 2026-10-19
AlphaCore Capital LLC
DECREASED
Shares18,109 from 19,168
Change-1,059 (-6%)
Value$904.2K (-$57.1K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares18,079 from 17,614
Change+465 (+3%)
Value$902.7K (+$19.3K)
Filed 2026-10-29
Catalyst Private Wealth, LLC
UNCHANGED
Shares16,004 from 16,004
Change0 (0%)
Value$799.1K (-$3.5K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares14,941 from 14,941
Change0 (0%)
Value$746.0K (-$3.3K)
Filed 2026-10-22
TBH Global Asset Management, LLC
UNCHANGED
Shares13,643 from 13,643
Change0 (0%)
Value$681.2K (-$3.0K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares13,390 from 12,087
Change+1,303 (+11%)
Value$668.5K (+$62.4K)
Filed 2026-11-05
Straight Path Wealth Management
NEW
Shares13,229
Change+13,229
Value$660.5K
Filed 2026-10-23
Elite Wealth Management, Inc.
NEW
Shares12,932
Change+12,932
Value$645.7K
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares12,925 from 13,689
Change-764 (-6%)
Value$645.3K (-$41.2K)
Filed 2026-11-04
Wagner Wealth Management, LLC
DECREASED
Shares12,858 from 13,528
Change-670 (-5%)
Value$642.0K (-$36.4K)
Filed 2026-10-21
Lido Advisors, LLC
UNCHANGED
Shares12,219 from 12,219
Change0 (0%)
Value$610.1K (-$2.7K)
Filed 2026-11-04
Centerpoint Advisory Group
INCREASED
Shares11,620 from 11,020
Change+600 (+5%)
Value$580.2K (+$27.5K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares11,532 from 11,532
Change0 (0%)
Value$575.8K (-$2.5K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares10,622 from 14,889
Change-4,267 (-29%)
Value$530.3K (-$216.3K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares10,358 from 156,534
Change-146,176 (-93%)
Value$517.2K (-$7.3M)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
DECREASED
Shares10,152 from 10,590
Change-438 (-4%)
Value$506.9K (-$24.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares9,879 from 9,860
Change+19 (+0%)
Value$493.3K (-$1.2K)
Filed 2026-10-08
CGC Financial Services, LLC
DECREASED
Shares9,440 from 9,855
Change-415 (-4%)
Value$471.3K (-$22.9K)
Filed 2026-10-13
4J Wealth Management LLC
UNCHANGED
Shares9,406 from 9,406
Change0 (0%)
Value$469.7K (-$2.1K)
Filed 2026-11-02
WBI Investments, LLC
INCREASED
Shares9,345 from 8,765
Change+580 (+7%)
Value$466.6K (+$27.0K)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares9,277 from 12,042
Change-2,765 (-23%)
Value$463.2K (-$140.7K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares9,261 from 10,086
Change-825 (-8%)
Value$462.8K (-$43.1K)
Filed 2026-11-02
Detalus Advisors, LLC
DECREASED
Shares9,143 from 9,150
Change-7 (0%)
Value$456.5K (-$2.4K)
Filed 2026-10-15
Milestones Private Investment Advisors LLC
DECREASED
Shares8,856 from 8,868
Change-12 (0%)
Value$442.2K (-$2.6K)
Filed 2026-10-19
KWB Wealth
DECREASED
Shares8,786 from 8,990
Change-204 (-2%)
Value$438.7K (-$12.1K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
INCREASED
Shares8,559 from 5,760
Change+2,799 (+49%)
Value$427.4K (+$138.5K)
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares8,543 from 10,209
Change-1,666 (-16%)
Value$426.6K (-$85.4K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares7,897 from 5,822
Change+2,075 (+36%)
Value$394.3K (+$102.3K)
Filed 2026-10-21
Collaborative Wealth Managment Inc.
DECREASED
Shares7,813 from 8,660
Change-847 (-10%)
Value$390.1K (-$44.2K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares7,789 from 7,107
Change+682 (+10%)
Value$389.1K (+$33.3K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares7,494 from 14,799
Change-7,305 (-49%)
Value$374.2K (-$368.0K)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
INCREASED
Shares7,416 from 6,177
Change+1,239 (+20%)
Value$370.3K (+$60.5K)
Filed 2026-10-26
Lionsbridge Wealth Management LLC
DECREASED
Shares7,293 from 12,268
Change-4,975 (-41%)
Value$364.1K (-$251.1K)
Filed 2026-10-26
Discipline Wealth Solutions, LLC
NEW
Shares7,252
Change+7,252
Value$362.1K
Filed 2026-10-14
Wealth Advisory Team LLC
INCREASED
Shares7,247 from 7,173
Change+74 (+1%)
Value$361.8K (+$2.1K)
Filed 2026-11-05
Advisory Solutions Group, LLC
DECREASED
Shares6,998 from 7,658
Change-660 (-9%)
Value$349.4K (-$34.7K)
Filed 2026-10-14
Private Client Services, LLC
DECREASED
Shares6,947 from 9,222
Change-2,275 (-25%)
Value$346.8K (-$115.6K)
Filed 2026-10-02
Davenport & Co LLC
UNCHANGED
Shares6,875 from 6,875
Change0 (0%)
Value$343.3K (-$1.5K)
Filed 2026-10-14
Avior Wealth Management, LLC
UNCHANGED
Shares6,721 from 6,721
Change0 (0%)
Value$335.6K (-$1.5K)
Filed 2026-10-13
Cypress Capital Group
DECREASED
Shares6,611 from 6,910
Change-299 (-4%)
Value$330.1K (-$16.5K)
Filed 2026-11-03
GenTrust, LLC
DECREASED
Shares6,290 from 95,869
Change-89,579 (-93%)
Value$314.1K (-$4.5M)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares5,881 from 5,821
Change+60 (+1%)
Value$293.6K (+$1.7K)
Filed 2026-11-06
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares5,377 from 5,377
Change0 (0%)
Value$268.5K (-$1.2K)
Filed 2026-10-14
Howard Wealth Management, LLC
DECREASED
Shares5,251 from 5,858
Change-607 (-10%)
Value$262.2K (-$31.6K)
Filed 2026-10-28
Insight Advisors, LLC/ PA
UNCHANGED
Shares5,235 from 5,235
Change0 (0%)
Value$261.4K (-$1.2K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,950
Change+4,950
Value$247.6K
Filed 2026-10-13
Accurate Wealth Management, LLC
DECREASED
Shares4,582 from 14,672
Change-10,090 (-69%)
Value$229.3K (-$507.2K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares4,573 from 4,642
Change-69 (-1%)
Value$228.9K (-$4.0K)
Filed 2026-11-04
Elevation Capital Advisory, LLC
NEW
Shares4,266
Change+4,266
Value$213.0K
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares4,085 from 14,013
Change-9,928 (-71%)
Value$204.0K (-$498.8K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares3,800 from 12,787
Change-8,987 (-70%)
Value$189.7K (-$451.5K)
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares3,024 from 3,024
Change0 (0%)
Value$151.0K (-$666)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares2,770 from 2,640
Change+130 (+5%)
Value$138.3K (+$5.9K)
Filed 2026-11-03
Atwood & Palmer Inc
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$137.3K (-$605)
Filed 2026-10-08
Beacon Capital Management, Inc.
INCREASED
Shares2,472 from 1,768
Change+704 (+40%)
Value$123.4K (+$34.8K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares2,431 from 184,812
Change-182,381 (-99%)
Value$121.4K (-$9.1M)
Filed 2026-10-08
Triumph Capital Management
DECREASED
Shares2,063 from 2,280
Change-217 (-10%)
Value$103.0K (-$11.3K)
Filed 2026-10-14
Blueline Advisors LLC
INCREASED
Shares1,926 from 50
Change+1,876 (+3752%)
Value$96.2K (+$93.7K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$87.7K (-$342)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares1,377 from 1,363
Change+14 (+1%)
Value$68.7K (+$402)
Filed 2026-10-15
Chilton Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.9K (-$220)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$33.9K ($0)
Filed 2026-11-06
Mascoma Wealth Management LLC
INCREASED
Shares645 from 333
Change+312 (+94%)
Value$32.2K (+$15.5K)
Filed 2026-10-23
Peterson Wealth Services
DECREASED
Shares578 from 6,618
Change-6,040 (-91%)
Value$28.9K (-$303.1K)
Filed 2026-10-26
United Community Bank
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$27.0K (-$119)
Filed 2026-10-28
Lodestone Wealth Management LLC
DECREASED
Shares504 from 569
Change-65 (-11%)
Value$25.1K (-$3.4K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares421 from 417
Change+4 (+1%)
Value$21.0K (+$122)
Filed 2026-10-27
Collier Financial
DECREASED
Shares412 from 512
Change-100 (-20%)
Value$20.6K (-$5.1K)
Filed 2026-11-06
Concord Wealth Partners
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$18.6K (-$82)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares327
Change+327
Value$16.3K
Filed 2026-10-30
Noble Wealth Management PBC
INCREASED
Shares227 from 100
Change+127 (+127%)
Value$11.3K (+$6.3K)
Filed 2026-10-01
Root Financial Partners, LLC
NEW
Shares205
Change+205
Value$10.2K
Filed 2026-10-21
CX Institutional
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$10 ($0)
Filed 2026-10-02
Rossby Financial, LCC
NEW
Shares195
Change+195
Value$9.7K
Filed 2026-11-05
Jnba Financial Advisors
INCREASED
Shares128 from 127
Change+1 (+1%)
Value$6.4K (+$38)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares110 from 103
Change+7 (+7%)
Value$5.5K (+$327)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$5.3K (+$31)
Filed 2026-10-29
Wolff Wiese Magana LLC
DECREASED
Shares73 from 543
Change-470 (-87%)
Value$3.6K (-$23.6K)
Filed 2026-10-15
Strategic Advocates LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.5K (-$16)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.0K (-$13)
Filed 2026-11-02
WPG Advisers, LLC
NEW
Shares13
Change+13
Value$649
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$200 (-$1)
Filed 2026-11-06
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 112,282
Change-112,282 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-14
Global View Capital Management LLC
CLOSED
Shares0 from 50,245
Change-50,245 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-28
Virtue Capital Management, LLC
CLOSED
Shares0 from 38,768
Change-38,768 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-29
United Advisor Group, LLC
CLOSED
Shares0 from 36,337
Change-36,337 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Bank of New York Mellon Corp
CLOSED
Shares0 from 29,697
Change-29,697 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Balefire, LLC
CLOSED
Shares0 from 27,176
Change-27,176 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-09
Swmg, LLC
CLOSED
Shares0 from 23,898
Change-23,898 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-23
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 22,055
Change-22,055 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 20,243
Change-20,243 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Fulcrum Equity Management
CLOSED
Shares0 from 18,338
Change-18,338 (-100%)
Value$0 (-$919.7K)
Filed 2026-10-21
World Equity Group, Inc.
CLOSED
Shares0 from 12,838
Change-12,838 (-100%)
Value$0 (-$643.8K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 12,292
Change-12,292 (-100%)
Value$0 (-$616.4K)
Filed 2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 11,576
Change-11,576 (-100%)
Value$0 (-$580.5K)
Filed 2026-10-23
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 10,126
Change-10,126 (-100%)
Value$0 (-$507.8K)
Filed 2026-10-07
StoneX Group Inc.
CLOSED
Shares0 from 10,117
Change-10,117 (-100%)
Value$0 (-$507.4K)
Filed 2026-11-03
PFG Advisors
CLOSED
Shares0 from 8,903
Change-8,903 (-100%)
Value$0 (-$446.5K)
Filed 2026-10-16
WIN Advisors, Inc
CLOSED
Shares0 from 8,873
Change-8,873 (-100%)
Value$0 (-$445.0K)
Filed 2026-11-06
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 7,317
Change-7,317 (-100%)
Value$0 (-$366.9K)
Filed 2026-10-21
First Heartland Consultants, Inc.
CLOSED
Shares0 from 6,373
Change-6,373 (-100%)
Value$0 (-$319.6K)
Filed 2026-10-08
Encompass More Asset Management
CLOSED
Shares0 from 6,299
Change-6,299 (-100%)
Value$0 (-$315.9K)
Filed 2026-10-16
MGO One Seven LLC
CLOSED
Shares0 from 6,151
Change-6,151 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 4,533
Change-4,533 (-100%)
Value$0 (-$227.3K)
Filed 2026-10-29
Lineweaver Wealth Advisors, LLC
CLOSED
Shares0 from 4,524
Change-4,524 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-13
Tectonic Advisors LLC
CLOSED
Shares0 from 4,133
Change-4,133 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-26
AMG National Trust Bank
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$200.6K)
Filed 2026-11-05
Larson Financial Group LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$150.5K)
Filed 2026-11-05
Sims Investment Management, LLC
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$97.5K)
Filed 2026-10-13
Signaturefd, LLC
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$32.8K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-15
Evolution Wealth Management Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$25.1K)
Filed 2026-10-28
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$29)
Filed 2026-10-29
High Note Wealth, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$41)
Filed 2026-10-27
Morgan Stanley
N/A
Shares— from 6,114,134
Change-6,114,134 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,193,323
Change-4,193,323 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,852,232
Change-3,852,232 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,110,809
Change-2,110,809 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,988,756
Change-1,988,756 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,608,588
Change-1,608,588 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,397,820
Change-1,397,820 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 903,256
Change-903,256 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 787,732
Change-787,732 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 682,087
Change-682,087 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 581,585
Change-581,585 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 495,000
Change-495,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 473,790
Change-473,790 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 471,600
Change-471,600 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 388,206
Change-388,206 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 337,031
Change-337,031 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 317,484
Change-317,484 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 306,638
Change-306,638 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 293,071
Change-293,071 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 234,449
Change-234,449 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 234,394
Change-234,394 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 200,903
Change-200,903 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 190,017
Change-190,017 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 173,790
Change-173,790 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 162,946
Change-162,946 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 157,181
Change-157,181 (-100%)
Value—
&partners
N/A
Shares— from 138,510
Change-138,510 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 137,649
Change-137,649 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 124,716
Change-124,716 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 122,682
Change-122,682 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 122,196
Change-122,196 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 117,125
Change-117,125 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 109,130
Change-109,130 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 109,011
Change-109,011 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 102,304
Change-102,304 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 101,940
Change-101,940 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 87,569
Change-87,569 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 87,009
Change-87,009 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 77,405
Change-77,405 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 66,982
Change-66,982 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 65,104
Change-65,104 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 63,508
Change-63,508 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 63,126
Change-63,126 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 61,950
Change-61,950 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 60,161
Change-60,161 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 45,853
Change-45,853 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 44,949
Change-44,949 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 44,571
Change-44,571 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 44,177
Change-44,177 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 44,105
Change-44,105 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 43,865
Change-43,865 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 41,850
Change-41,850 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 41,356
Change-41,356 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 40,376
Change-40,376 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 39,159
Change-39,159 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,008
Change-37,008 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,786
Change-35,786 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 33,799
Change-33,799 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 31,801
Change-31,801 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 30,145
Change-30,145 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,874
Change-29,874 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 29,403
Change-29,403 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,167
Change-28,167 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,906
Change-27,906 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 23,626
Change-23,626 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 23,014
Change-23,014 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 21,543
Change-21,543 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,515
Change-20,515 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 18,439
Change-18,439 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 18,045
Change-18,045 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 17,095
Change-17,095 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,069
Change-17,069 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 16,798
Change-16,798 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,567
Change-16,567 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 14,011
Change-14,011 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 13,917
Change-13,917 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 13,646
Change-13,646 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,135
Change-12,135 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 11,688
Change-11,688 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,647
Change-11,647 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10,697
Change-10,697 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,401
Change-10,401 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 9,536
Change-9,536 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,635
Change-8,635 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,946
Change-7,946 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,369
Change-7,369 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,201
Change-7,201 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Main Management LLC
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 148
Change-148 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED6,617,9776,837,082-219,105-3%$342.9M$330.4M-$12.4M2026-11-06
Capital Asset Advisory Services LLC
INCREASED1,698,6391,487,657+210,982+14%$74.6M$84.8M+$10.2M2026-10-30
Johnson Bixby & Associates, LLC
INCREASED1,206,535297,356+909,179+306%$14.9M$60.2M+$45.3M2026-10-14
Gradient Investments LLC
INCREASED1,034,8811,034,198+683+0%$51.9M$51.7M-$193.4K2026-10-08
Kestra Advisory Services, LLC
INCREASED886,322275,130+611,192+222%$13.8M$44.3M+$30.5M2026-11-02
Prairie Advisory, LLC
INCREASED707,372327,927+379,445+116%$16.4M$35.3M+$18.9M2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED442,920419,129+23,791+6%$21.0M$22.1M+$1.1M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED427,064249,569+177,495+71%$12.5M$21.3M+$8.8M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED311,453284,911+26,542+9%$14.3M$15.6M+$1.3M2026-11-02
Fifth Third Securities, Inc.
DECREASED300,291316,475-16,184-5%$15.9M$15.0M-$877.7K2026-10-21
Royal Harbor Partners, LLC
INCREASED298,888291,595+7,293+3%$14.6M$14.9M+$300.0K2026-10-29
Guidance Capital, Inc
INCREASED258,858258,641+217+0%$13.0M$13.0M-$40.9K2026-11-03
Advocate Investing Services LLC
DECREASED247,596260,150-12,554-5%$13.0M$12.4M-$684.1K2026-10-26
Randolph Co Inc
NEW241,739—+241,739——$12.1M—2026-10-23
First Merchants Corp
INCREASED238,589231,733+6,856+3%$11.6M$11.9M+$291.3K2026-10-15
Wealth Intelligence, LLC
INCREASED237,914188,347+49,567+26%$9.4M$11.9M+$2.4M2026-10-16
Lake Street Private Wealth, LLC
INCREASED237,235224,985+12,250+5%$11.3M$11.8M+$562.1K2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED226,685226,68500%$11.4M$11.4M$02026-10-22
Creative Planning
DECREASED213,846230,688-16,842-7%$11.6M$10.7M-$891.6K2026-11-02
Capstone Wealth Management Group, LLC
INCREASED201,160182,991+18,169+10%$9.2M$10.1M+$928.1K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED197,350197,063+287+0%$9.9M$9.9M-$29.0K2026-10-26
Foronjy Financial LLC
DECREASED188,610228,248-39,638-17%$11.4M$9.4M-$2.0M2026-10-14
Greenleaf Trust
INCREASED170,263168,666+1,597+1%$8.5M$8.5M+$42.6K2026-10-29
Avestar Capital, LLC
DECREASED148,911248,330-99,419-40%$12.5M$7.4M-$5.0M2026-10-28
Transcendent Capital Group LLC
INCREASED144,85441,265+103,589+251%$2.1M$7.2M+$5.2M2026-10-28
PW Nova Financial Services LLC
INCREASED131,468127,354+4,114+3%$6.4M$6.6M+$177.4K2026-10-15
Truist Financial Corp
INCREASED121,453114,355+7,098+6%$5.7M$6.1M+$354.8K2026-10-30
Beacon Investment Advisory Services, Inc.
INCREASED116,454104,702+11,752+11%$5.3M$5.8M+$563.7K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED114,507107,057+7,450+7%$5.4K$5.7M+$5.7M2026-10-27
Brookstone Capital Management
NEW112,202—+112,202——$5.6M—2026-10-22
Lynx Capital Group LTD
DECREASED98,22598,257-320%$4.9M$4.9M-$23.2K2026-11-04
Redwood Financial Network Corp
DECREASED96,210101,968-5,758-6%$5.1M$4.8M-$310.0K2026-11-03
Hardworking Capital Advisors, LLC
DECREASED94,45696,237-1,781-2%$4.8M$4.7M-$110.1K2026-10-20
Commonwealth Equity Services, LLC
DECREASED91,714103,799-12,085-12%$5.2M$4.6M-$626.2K2026-11-02
Thrivent Financial for Lutherans
NEW80,667—+80,667——$4.0M—2026-11-05
D.A. Davidson & Co.
DECREASED76,73277,184-452-1%$3.9M$3.8M-$39.5K2026-10-28
Fifth Third Bancorp
INCREASED75,33863,248+12,090+19%$3.2M$3.8M+$589.7K2026-11-05
Endowment Wealth Management, Inc.
INCREASED67,34259,051+8,291+14%$3.0M$3.4M+$401.0K2026-11-03
Annex Advisory Services, LLC
DECREASED60,099100,737-40,638-40%$5.1M$3.0M-$2.1M2026-10-16
Sage Advisory Services, Ltd.Co.
INCREASED60,05558,090+1,965+3%$2.9M$3.0M+$86.0K2026-10-29
Trust Co
DECREASED59,04965,676-6,627-10%$3.3M$2.9M-$345.3K2026-10-09
Duncker Streett & Co Inc
INCREASED50,61348,421+2,192+5%$2.4M$2.5M+$98.8K2026-10-27
Private Trust Co NA
INCREASED46,56034,684+11,876+34%$1.7M$2.3M+$585.3K2026-10-20
Parsons Capital Management Inc
DECREASED46,30450,109-3,805-8%$2.5M$2.3M-$201.0K2026-10-28
Financial & Tax Architects, LLC
NEW46,297—+46,297——$2.3M—2026-10-15
HUB Investment Partners, LLC
INCREASED46,18542,531+3,654+9%$2.1M$2.3M+$173.1K2026-11-03
Legacy Solutions, LLC
INCREASED40,94639,661+1,285+3%$2.0M$2.0M+$55.5K2026-10-07
GreatBanc Trust Co
DECREASED39,43040,500-1,070-3%$2.0M$2.0M-$62.3K2026-11-04
Axxcess Wealth Management, LLC
DECREASED38,6121,478,317-1,439,705-97%$74.1M$1.9M-$72.2M2026-10-21
Regatta Capital Group, LLC
DECREASED37,71643,181-5,465-13%$2.2M$1.9M-$282.4K2026-10-23
Sunpointe, LLC
NEW37,665—+37,665——$1.9M—2026-10-22
Dynamic Advisor Solutions LLC
DECREASED37,63238,793-1,161-3%$1.9M$1.9M-$66.5K2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED36,9547,056+29,898+424%$353.9K$1.8M+$1.5M2026-10-08
Warwick Investment Management, Inc.
DECREASED35,31436,601-1,287-4%$1.8M$1.8M-$72.3K2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED33,65539,208-5,553-14%$2.0M$1.7M-$285.9K2026-11-03
Independent Financial Group, LLC
DECREASED32,16432,897-733-2%$1.6M$1.6M-$43.8K2026-10-13
Summit Wealth Group LLC / Co
NEW32,107—+32,107——$1.6M—2026-10-29
Oppenheimer & Co Inc
DECREASED31,06640,314-9,248-23%$2.0M$1.6M-$470.6K2026-10-26
Capital Wealth Alliance, LLC
INCREASED30,68719,968+10,719+54%$1.0M$1.5M+$530.8K2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED30,17829,836+342+1%$1.5M$1.5M+$10.5K2026-10-26
Cathy Pareto & Associates, Inc
DECREASED29,22936,133-6,904-19%$1.8M$1.5M-$352.7K2026-10-15
Sowell Financial Services LLC
DECREASED28,47233,642-5,170-15%$1.7M$1.4M-$265.5K2026-10-23
Fortis Group Advisors, LLC
NEW27,848—+27,848——$1.4M—2026-11-06
Weatherly Asset Management L. P.
INCREASED27,38013,280+14,100+106%$666.0K$1.4M+$701.1K2026-10-20
IFP Advisors, Inc
INCREASED26,62024,012+2,608+11%$1.2M$1.3M+$124.9K2026-10-16
NewSquare Capital LLC
INCREASED25,43614,888+10,548+71%$746.6K$1.3M+$523.4K2026-11-06
Condor Capital Management
INCREASED25,15223,008+2,144+9%$1.2M$1.3M+$102.0K2026-11-06
YHB Investment Advisors, Inc.
INCREASED25,11224,213+899+4%$1.2M$1.3M+$39.6K2026-10-08
Paladin Partners, LLC
INCREASED24,34922,717+1,632+7%$1.1M$1.2M+$76.5K2026-10-06
Paladin Wealth, LLC
INCREASED22,39319,863+2,530+13%$996.1K$1.1M+$122.0K2026-10-23
10Elms LLP
DECREASED21,53423,372-1,838-8%$1.2M$1.1M-$96.9K2026-11-06
Focus Financial Network, Inc.
INCREASED21,50921,490+19+0%$1.1M$1.1M-$3.8K2026-10-14
National Wealth Management Group, LLC
INCREASED21,45918,869+2,590+14%$946.3K$1.1M+$125.1K2026-10-26
ETF Store, Inc.
DECREASED21,39821,473-750%$1.1M$1.1M-$8.4K2026-10-19
Wealthstar Advisors, LLC
DECREASED20,58522,365-1,780-8%$1.1M$1.0M-$93.8K2026-10-19
AlphaCore Capital LLC
DECREASED18,10919,168-1,059-6%$961.3K$904.2K-$57.1K2026-11-04
Integrity Alliance, Llc.
INCREASED18,07917,614+465+3%$883.4K$902.7K+$19.3K2026-10-29
Catalyst Private Wealth, LLC
UNCHANGED16,00416,00400%$802.6K$799.1K-$3.5K2026-10-13
Farmers & Merchants Trust Co of Long Beach
UNCHANGED14,94114,94100%$749.3K$746.0K-$3.3K2026-10-22
TBH Global Asset Management, LLC
UNCHANGED13,64313,64300%$684.2K$681.2K-$3.0K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED13,39012,087+1,303+11%$606.2K$668.5K+$62.4K2026-11-05
Straight Path Wealth Management
NEW13,229—+13,229——$660.5K—2026-10-23
Elite Wealth Management, Inc.
NEW12,932—+12,932——$645.7K—2026-11-03
Citigroup Inc
DECREASED12,92513,689-764-6%$686.5K$645.3K-$41.2K2026-11-04
Wagner Wealth Management, LLC
DECREASED12,85813,528-670-5%$678.4K$642.0K-$36.4K2026-10-21
Lido Advisors, LLC
UNCHANGED12,21912,21900%$612.8K$610.1K-$2.7K2026-11-04
Centerpoint Advisory Group
INCREASED11,62011,020+600+5%$552.7K$580.2K+$27.5K2026-10-23
Montag A & Associates Inc
UNCHANGED11,53211,53200%$578.3K$575.8K-$2.5K2026-10-29
Lanark Financial, Inc.
DECREASED10,62214,889-4,267-29%$746.7K$530.3K-$216.3K2026-10-26
Atria Investments, Inc
DECREASED10,358156,534-146,176-93%$7.9M$517.2K-$7.3M2026-10-15
B. Riley Wealth Advisors, Inc.
DECREASED10,15210,590-438-4%$531.1K$506.9K-$24.2K2026-10-13
Farther Finance Advisors, LLC
INCREASED9,8799,860+19+0%$494.5K$493.3K-$1.2K2026-10-08
CGC Financial Services, LLC
DECREASED9,4409,855-415-4%$494.2K$471.3K-$22.9K2026-10-13
4J Wealth Management LLC
UNCHANGED9,4069,40600%$471.7K$469.7K-$2.1K2026-11-02
WBI Investments, LLC
INCREASED9,3458,765+580+7%$439.6K$466.6K+$27.0K2026-11-05
Intrua Financial, LLC
DECREASED9,27712,042-2,765-23%$603.9K$463.2K-$140.7K2026-10-28
International Assets Investment Management, LLC
DECREASED9,26110,086-825-8%$505.9K$462.8K-$43.1K2026-11-02
Detalus Advisors, LLC
DECREASED9,1439,150-70%$458.9K$456.5K-$2.4K2026-10-15
Milestones Private Investment Advisors LLC
DECREASED8,8568,868-120%$444.7K$442.2K-$2.6K2026-10-19
KWB Wealth
DECREASED8,7868,990-204-2%$450.8K$438.7K-$12.1K2026-10-16
Institute for Wealth Management, Llc.
INCREASED8,5595,760+2,799+49%$288.9K$427.4K+$138.5K2026-11-06
Pinnacle Associates LTD
DECREASED8,54310,209-1,666-16%$512.0K$426.6K-$85.4K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED7,8975,822+2,075+36%$292.0K$394.3K+$102.3K2026-10-21
Collaborative Wealth Managment Inc.
DECREASED7,8138,660-847-10%$434.3K$390.1K-$44.2K2026-11-06
Chicago Partners Investment Group LLC
INCREASED7,7897,107+682+10%$355.8K$389.1K+$33.3K2026-10-27
US Bancorp \de\
DECREASED7,49414,799-7,305-49%$742.2K$374.2K-$368.0K2026-11-05
Patton Albertson Miller Group, LLC
INCREASED7,4166,177+1,239+20%$309.8K$370.3K+$60.5K2026-10-26
Lionsbridge Wealth Management LLC
DECREASED7,29312,268-4,975-41%$615.3K$364.1K-$251.1K2026-10-26
Discipline Wealth Solutions, LLC
NEW7,252—+7,252——$362.1K—2026-10-14
Wealth Advisory Team LLC
INCREASED7,2477,173+74+1%$359.7K$361.8K+$2.1K2026-11-05
Advisory Solutions Group, LLC
DECREASED6,9987,658-660-9%$384.1K$349.4K-$34.7K2026-10-14
Private Client Services, LLC
DECREASED6,9479,222-2,275-25%$462.5K$346.8K-$115.6K2026-10-02
Davenport & Co LLC
UNCHANGED6,8756,87500%$344.8K$343.3K-$1.5K2026-10-14
Avior Wealth Management, LLC
UNCHANGED6,7216,72100%$337.1K$335.6K-$1.5K2026-10-13
Cypress Capital Group
DECREASED6,6116,910-299-4%$346.5K$330.1K-$16.5K2026-11-03
GenTrust, LLC
DECREASED6,29095,869-89,579-93%$4.8M$314.1K-$4.5M2026-11-06
Werba Rubin Papier Wealth Management
INCREASED5,8815,821+60+1%$291.9K$293.6K+$1.7K2026-11-06
Foundation Wealth Management, Llc\pa
UNCHANGED5,3775,37700%$269.7K$268.5K-$1.2K2026-10-14
Howard Wealth Management, LLC
DECREASED5,2515,858-607-10%$293.8K$262.2K-$31.6K2026-10-28
Insight Advisors, LLC/ PA
UNCHANGED5,2355,23500%$262.5K$261.4K-$1.2K2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW4,950—+4,950——$247.6K—2026-10-13
Accurate Wealth Management, LLC
DECREASED4,58214,672-10,090-69%$736.5K$229.3K-$507.2K2026-10-20
Prospera Financial Services Inc
DECREASED4,5734,642-69-1%$232.9K$228.9K-$4.0K2026-11-04
Elevation Capital Advisory, LLC
NEW4,266—+4,266——$213.0K—2026-10-29
RFG Advisory, LLC
DECREASED4,08514,013-9,928-71%$702.7K$204.0K-$498.8K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED3,80012,787-8,987-70%$641.3K$189.7K-$451.5K2026-10-30
Archer Investment Corp
UNCHANGED3,0243,02400%$151.7K$151.0K-$6662026-11-05
Parallel Advisors, LLC
INCREASED2,7702,640+130+5%$132.4K$138.3K+$5.9K2026-11-03
Atwood & Palmer Inc
UNCHANGED2,7502,75000%$137.9K$137.3K-$6052026-10-08
Beacon Capital Management, Inc.
INCREASED2,4721,768+704+40%$88.7K$123.4K+$34.8K2026-10-13
CoreCap Advisors, LLC
DECREASED2,431184,812-182,381-99%$9.3M$121.4K-$9.1M2026-10-08
Triumph Capital Management
DECREASED2,0632,280-217-10%$114.3K$103.0K-$11.3K2026-10-14
Blueline Advisors LLC
INCREASED1,92650+1,876+3752%$2.5K$96.2K+$93.7K2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED1,7551,75500%$88.0K$87.7K-$3422026-10-16
Nfsg Corp
INCREASED1,3771,363+14+1%$68.3K$68.7K+$4022026-10-15
Chilton Capital Management LLC
UNCHANGED1,0001,00000%$50.2K$49.9K-$2202026-10-28
Allworth Financial LP
UNCHANGED67667600%$33.9K$33.9K$02026-11-06
Mascoma Wealth Management LLC
INCREASED645333+312+94%$16.7K$32.2K+$15.5K2026-10-23
Peterson Wealth Services
DECREASED5786,618-6,040-91%$331.9K$28.9K-$303.1K2026-10-26
United Community Bank
UNCHANGED54154100%$27.1K$27.0K-$1192026-10-28
Lodestone Wealth Management LLC
DECREASED504569-65-11%$28.5K$25.1K-$3.4K2026-10-14
Parkside Financial Bank & Trust
INCREASED421417+4+1%$20.9K$21.0K+$1222026-10-27
Collier Financial
DECREASED412512-100-20%$25.7K$20.6K-$5.1K2026-11-06
Concord Wealth Partners
UNCHANGED37237200%$18.7K$18.6K-$822026-11-02
Provenance Wealth Advisors, LLC
NEW327—+327——$16.3K—2026-10-30
Noble Wealth Management PBC
INCREASED227100+127+127%$5.0K$11.3K+$6.3K2026-10-01
Root Financial Partners, LLC
NEW205—+205——$10.2K—2026-10-21
CX Institutional
UNCHANGED19919900%$10$10$02026-10-02
Rossby Financial, LCC
NEW195—+195——$9.7K—2026-11-05
Jnba Financial Advisors
INCREASED128127+1+1%$6.4K$6.4K+$382026-11-03
Assetmark, Inc
INCREASED110103+7+7%$5.2K$5.5K+$3272026-10-21
Signature Equity Partners, LLC
INCREASED106105+1+1%$5.2K$5.3K+$312026-10-29
Wolff Wiese Magana LLC
DECREASED73543-470-87%$27.2K$3.6K-$23.6K2026-10-15
Strategic Advocates LLC
UNCHANGED707000%$3.5K$3.5K-$162026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED616100%$3.1K$3.0K-$132026-11-02
WPG Advisers, LLC
NEW13—+13——$649—2026-10-27
Clearstead Advisors, LLC
UNCHANGED4400%$201$200-$12026-11-06
Heritage OAK Wealth Advisors LLC
CLOSED0112,282-112,282-100%$5.6M$0-$5.6M2026-10-14
Global View Capital Management LLC
CLOSED050,245-50,245-100%$2.5M$0-$2.5M2026-10-28
Virtue Capital Management, LLC
CLOSED038,768-38,768-100%$1.9M$0-$1.9M2026-10-29
United Advisor Group, LLC
CLOSED036,337-36,337-100%$1.8M$0-$1.8M2026-11-03
Bank of New York Mellon Corp
CLOSED029,697-29,697-100%$1.5M$0-$1.5M2026-11-05
Balefire, LLC
CLOSED027,176-27,176-100%$1.4M$0-$1.4M2026-10-09
Swmg, LLC
CLOSED023,898-23,898-100%$1.2M$0-$1.2M2026-10-23
Legacy Wealth Partners, LLC
CLOSED022,055-22,055-100%$1.1M$0-$1.1M2026-10-15
Hutchens & Kramer Investment Management Group, LLC
CLOSED020,243-20,243-100%$1.0M$0-$1.0M2026-10-16
Fulcrum Equity Management
CLOSED018,338-18,338-100%$919.7K$0-$919.7K2026-10-21
World Equity Group, Inc.
CLOSED012,838-12,838-100%$643.8K$0-$643.8K2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED012,292-12,292-100%$616.4K$0-$616.4K2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED011,576-11,576-100%$580.5K$0-$580.5K2026-10-23
FIG Financial Advisory Services Inc
CLOSED010,126-10,126-100%$507.8K$0-$507.8K2026-10-07
StoneX Group Inc.
CLOSED010,117-10,117-100%$507.4K$0-$507.4K2026-11-03
PFG Advisors
CLOSED08,903-8,903-100%$446.5K$0-$446.5K2026-10-16
WIN Advisors, Inc
CLOSED08,873-8,873-100%$445.0K$0-$445.0K2026-11-06
Legacy Capital Wealth Partners, LLC
CLOSED07,317-7,317-100%$366.9K$0-$366.9K2026-10-21
First Heartland Consultants, Inc.
CLOSED06,373-6,373-100%$319.6K$0-$319.6K2026-10-08
Encompass More Asset Management
CLOSED06,299-6,299-100%$315.9K$0-$315.9K2026-10-16
MGO One Seven LLC
CLOSED06,151-6,151-100%$308.5K$0-$308.5K2026-10-28
Koshinski Asset Management, Inc.
CLOSED04,533-4,533-100%$227.3K$0-$227.3K2026-10-29
Lineweaver Wealth Advisors, LLC
CLOSED04,524-4,524-100%$226.9K$0-$226.9K2026-10-13
Tectonic Advisors LLC
CLOSED04,133-4,133-100%$207.3K$0-$207.3K2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
CLOSED04,000-4,000-100%$201.0K$0-$201.0K2026-10-26
AMG National Trust Bank
CLOSED04,000-4,000-100%$200.6K$0-$200.6K2026-11-05
Larson Financial Group LLC
CLOSED03,000-3,000-100%$150.5K$0-$150.5K2026-11-05
Sims Investment Management, LLC
CLOSED01,944-1,944-100%$97.5K$0-$97.5K2026-10-13
Signaturefd, LLC
CLOSED0655-655-100%$32.8K$0-$32.8K2026-10-23
AdvisorNet Financial, Inc
CLOSED0606-606-100%$30.4K$0-$30.4K2026-10-15
Evolution Wealth Management Inc.
CLOSED0500-500-100%$25.1K$0-$25.1K2026-10-28
Kozak & Associates, Inc.
CLOSED01-1-100%$29$0-$292026-10-29
High Note Wealth, LLC
CLOSED01-1-100%$41$0-$412026-10-27
Morgan Stanley
N/A—6,114,134-6,114,134-100%$306.6M———
Wells Fargo & Company
N/A—4,193,323-4,193,323-100%$210.3M———
Bank of America Corp
N/A—3,852,232-3,852,232-100%$193.2M———
UBS Group AG
N/A—2,110,809-2,110,809-100%$105.9M———
Bramshill Investments, LLC
N/A—1,988,756-1,988,756-100%$99.7M———
Cetera Investment Advisers
N/A—1,608,588-1,608,588-100%$80.7M———
Raymond James Financial Inc
N/A—1,397,820-1,397,820-100%$70.1M———
Envestnet Asset Management Inc
N/A—903,256-903,256-100%$45.3M———
Osaic Holdings, Inc.
N/A—787,732-787,732-100%$39.5M———
Royal Bank of Canada
N/A—682,087-682,087-100%$34.2M———
Gladstone Institutional Advisory LLC
N/A—581,585-581,585-100%$29.2M———
AE Wealth Management LLC
N/A—495,000-495,000-100%$24.8M———
Arax Advisory Partners
N/A—473,790-473,790-100%$23.8M———
Huntington National Bank
N/A—471,600-471,600-100%$23.7M———
Janney Montgomery Scott LLC
N/A—388,206-388,206-100%$19.5M———
Principal Securities, Inc.
N/A—337,031-337,031-100%$16.9M———
Stifel Financial Corp
N/A—317,484-317,484-100%$15.9M———
Jones Financial Companies Lllp
N/A—306,638-306,638-100%$15.4M———
Mutual Advisors, LLC
N/A—293,071-293,071-100%$14.7M———
Advisory Services Network, LLC
N/A—234,449-234,449-100%$11.8M———
JPMorgan Chase & Co
N/A—234,394-234,394-100%$11.8M———
Private Advisor Group, LLC
N/A—200,903-200,903-100%$10.1M———
MML Investors Services, LLC
N/A—190,017-190,017-100%$9.5M———
Retirement Capital Strategies
N/A—173,790-173,790-100%$8.7M———
1 North Wealth Services LLC
N/A—162,946-162,946-100%$8.2M———
Norris Financial Group, LLC
N/A—157,181-157,181-100%$7.9M———
&partners
N/A—138,510-138,510-100%$6.9M———
Gotham Asset Management, LLC
N/A—137,649-137,649-100%$6.9M———
Bleakley Financial Group, LLC
N/A—124,716-124,716-100%$6.3M———
Waverly Advisors, LLC
N/A—122,682-122,682-100%$6.2M———
Wescap Management Group, Inc.
N/A—122,196-122,196-100%$6.1M———
Kingsview Wealth Management, LLC
N/A—117,125-117,125-100%$5.9M———
Daner Wealth Management, LLC
N/A—109,130-109,130-100%$5.5M———
NewEdge Advisors, LLC
N/A—109,011-109,011-100%$5.5M———
Northwestern Mutual Wealth Management Co
N/A—102,304-102,304-100%$5.1M———
Advocacy Wealth Management, LLC
N/A—101,940-101,940-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—87,569-87,569-100%$4.4M———
Sanctuary Advisors, LLC
N/A—87,009-87,009-100%$4.4M———
BNP Paribas Financial Markets
N/A—77,405-77,405-100%$3.9M———
GeoWealth Management, LLC
N/A—66,982-66,982-100%$3.4M———
Cambient Family Office, LLC
N/A—65,104-65,104-100%$3.3M———
Smartleaf Asset Management LLC
N/A—63,508-63,508-100%$3.2M———
Ameriprise Financial Inc
N/A—63,126-63,126-100%$3.2M———
Equitable Holdings, Inc.
N/A—61,950-61,950-100%$3.1M———
Ameritas Advisory Services, LLC
N/A—60,161-60,161-100%$3.0M———
Global Retirement Partners, LLC
N/A—45,853-45,853-100%$2.3M———
Belpointe Asset Management LLC
N/A—44,949-44,949-100%$2.3M———
Strait & Sound Wealth Management LLC
N/A—44,571-44,571-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—44,177-44,177-100%$2.2M———
Brown Financial Advisors
N/A—44,105-44,105-100%$2.2M———
9823 Capital, L.P.
N/A—43,865-43,865-100%$2.2M———
Sovereign Financial Group, Inc.
N/A—41,850-41,850-100%$2.1M———
Pitti Group Wealth Management, LLC
N/A—41,356-41,356-100%$2.1M———
Barnes Wealth Management Group, Inc
N/A—40,376-40,376-100%$2.0M———
Impact Partnership Wealth, LLC
N/A—39,159-39,159-100%$2.0M———
Mariner, LLC
N/A—37,008-37,008-100%$1.9M———
Mercer Global Advisors Inc
N/A—35,786-35,786-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—33,799-33,799-100%$1.7M———
Invesco Ltd.
N/A—31,801-31,801-100%$1.6M———
World Investment Advisors
N/A—30,145-30,145-100%$1.5M———
AQR Capital Management LLC
N/A—29,874-29,874-100%$1.5M———
Benjamin Edwards Inc
N/A—29,403-29,403-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—28,167-28,167-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—27,906-27,906-100%$1.4M———
Baird Financial Group, Inc.
N/A—23,626-23,626-100%$1.2M———
Beta Wealth Group, Inc.
N/A—23,014-23,014-100%$1.2M———
Westbourne Investments, Inc.
N/A—21,543-21,543-100%$1.1M———
Focus Partners Wealth
N/A—20,515-20,515-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—19,900-19,900-100%$998.0K———
Magnolia Capital Advisors LLC
N/A—18,439-18,439-100%$924.7K———
Octavia Wealth Advisors, LLC
N/A—18,045-18,045-100%$904.9K———
CIBC Bancorp USA Inc.
N/A—17,095-17,095-100%$857.3K———
Foundations Investment Advisors, LLC
N/A—17,069-17,069-100%$856.0K———
Mattson Financial Services, LLC
N/A—16,798-16,798-100%$843.9K———
Hilltop Holdings Inc.
N/A—16,567-16,567-100%$830.8K———
Intrepid Family Office LLC
N/A—15,000-15,000-100%$752.3K———
Legacy Wealth Managment, LLC
N/A—14,495-14,495-100%$726.9K———
Perspective Wealth Advisors LLC
N/A—14,011-14,011-100%$702.7K———
Copley Financial Group, Inc.
N/A—13,917-13,917-100%$697.9K———
Petix & Botte Co
N/A—13,646-13,646-100%$684.4K———
MAI Capital Management
N/A—12,135-12,135-100%$608.6K———
Spirepoint Private Client, LLC
N/A—11,688-11,688-100%$586.2K———
Gateway Wealth Partners, LLC
N/A—11,647-11,647-100%$584.1K———
OakTrust Wealth Advisors, LLC
N/A—11,425-11,425-100%$573.0K———
National Bank of Canada
N/A—10,697-10,697-100%$536.3K———
Goldman Sachs Group Inc
N/A—10,401-10,401-100%$521.6K———
Ausdal Financial Partners, Inc.
N/A—10,291-10,291-100%$516.1K———
Commerce Bank
N/A—10,217-10,217-100%$512.4K———
Wealthspire Retirement, LLC
N/A—9,536-9,536-100%$478.2K———
BlackDiamond Wealth Management, LLC
N/A—8,981-8,981-100%$450.7K———
Fortis Capital Advisors, LLC
N/A—8,635-8,635-100%$433.0K———
Western Wealth Management, LLC
N/A—7,946-7,946-100%$398.5K———
CIBC World Market Inc.
N/A—7,369-7,369-100%$369.6K———
Aptus Capital Advisors, LLC
N/A—7,201-7,201-100%$361.1K———
Medallion Wealth Advisors, LLC
N/A—6,982-6,982-100%$350.2K———
Arkadios Wealth Advisors
N/A—6,730-6,730-100%$337.5K———
Susquehanna International Group, LLP
N/A—6,460-6,460-100%$324.0K———
Main Street Financial Solutions, LLC
N/A—6,434-6,434-100%$322.7K———
Zevin Asset Management LLC
N/A—5,900-5,900-100%$295.9K———
Bank of Montreal
N/A—5,009-5,009-100%$251.2K———
Crux Wealth Advisors
N/A—4,984-4,984-100%$249.9K———
NewEdge Wealth, LLC
N/A—4,700-4,700-100%$235.7K———
Quantinno Capital Management LP
N/A—4,682-4,682-100%$234.8K———
GWN Securities Inc.
N/A—4,618-4,618-100%$231.6K———
Harbour Investments, Inc.
N/A—4,448-4,448-100%$223.1K———
Calton & Associates, Inc.
N/A—4,414-4,414-100%$221.3K———
Perennial Investment Advisors, LLC
N/A—4,270-4,270-100%$214.2K———
Vident Advisory, LLC
N/A—4,183-4,183-100%$209.8K———
Freedom Investment Management, Inc.
N/A—4,098-4,098-100%$205.5K———
QRG Capital Management, Inc.
N/A—4,011-4,011-100%$201.2K———
Geneos Wealth Management Inc.
N/A—3,990-3,990-100%$200.1K———
Bogart Wealth, LLC
N/A—3,982-3,982-100%$199.7K———
Main Management LLC
N/A—3,652-3,652-100%$183.0K———
Capital Advisor Network LLC
N/A—3,509-3,509-100%$176.0K———
IFG Advisory, LLC
N/A—2,362-2,362-100%$118.5K———
Fiduciary Financial Advisors
N/A—2,190-2,190-100%$109.8K———
Blair William & Co
N/A—1,711-1,711-100%$85.8K———
Matrix Private Capital Group LLC
N/A—1,370-1,370-100%$68.7K———
HM Payson & Co
N/A—1,000-1,000-100%$50.2K———
Ameritas Investment Partners, Inc.
N/A—610-610-100%$30.6K———
Steward Partners Investment Advisory, LLC
N/A—470-470-100%$23.5K———
BFC Planning, Inc.
N/A—287-287-100%$14.4K———
Anchor Investment Management, LLC
N/A—273-273-100%$13.7K———
Mcguire Capital Advisors Inc
N/A—148-148-100%$7.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—128-128-100%$6.4K———
Caitlin John, LLC
N/A—79-79-100%$4.0K———
Financial Gravity Companies, Inc.
N/A—62-62-100%$3.1K———
Darwin Wealth Management, LLC
N/A—58-58-100%$2.9K———
Wellington-Altus USA Inc.
N/A—35-35-100%$1.8K———
Transamerica Financial Advisors, LLC
N/A—8-8-100%$405———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$73———
Showing 321 of 321 institutions