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Invesco S&P 500 Pure Growth (RPG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,050,557 from 1,546,105
Change-495,548 (-32%)
Value$61.3M (-$37.4M)
Filed 2026-11-06
Marquette Asset Management, LLC
UNCHANGED
Shares692,817 from 692,817
Change0 (0%)
Value$40.4M (-$3.8M)
Filed 2026-10-09
Financial Security Advisor, Inc.
DECREASED
Shares623,781 from 669,107
Change-45,326 (-7%)
Value$36.4M (-$6.3M)
Filed 2026-11-03
New England Private Wealth Advisors LLC
DECREASED
Shares560,996 from 562,869
Change-1,873 (0%)
Value$32.7M (+$808.1K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares349,173 from 346,356
Change+2,817 (+1%)
Value$20.4M (-$1.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares201,147 from 259,461
Change-58,314 (-22%)
Value$11.7M (-$4.8M)
Filed 2026-11-02
Cutler Investment Counsel LLC
DECREASED
Shares200,962 from 204,690
Change-3,728 (-2%)
Value$11.7M (-$1.3M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares124,810 from 150,607
Change-25,797 (-17%)
Value$7.3M (-$2.3M)
Filed 2026-11-02
Summit Wealth Group LLC / Co
DECREASED
Shares121,065 from 122,668
Change-1,603 (-1%)
Value$7.1M (-$765.8K)
Filed 2026-10-29
Del-Sette Capital Management, LLC
DECREASED
Shares108,264 from 130,149
Change-21,885 (-17%)
Value$6.3M (-$2.0M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares105,215 from 105,077
Change+138 (+0%)
Value$6.2M (-$170.5K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares97,569 from 97,590
Change-21 (0%)
Value$5.7M (-$536.0K)
Filed 2026-11-02
Wolff Financial Management LLC
DECREASED
Shares92,671 from 101,185
Change-8,514 (-8%)
Value$5.4M (-$1.1M)
Filed 2026-10-23
Auxano Advisors, LLC
DECREASED
Shares84,513 from 137,391
Change-52,878 (-38%)
Value$4.9M (-$3.8M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares76,148 from 58,410
Change+17,738 (+30%)
Value$4.4M (+$715.3K)
Filed 2026-10-30
Wealth Group Ltd
DECREASED
Shares76,018 from 76,876
Change-858 (-1%)
Value$4.5M (-$374.8K)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares69,774 from 67,969
Change+1,805 (+3%)
Value$4.1M (-$267.1K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares65,993 from 65,968
Change+25 (+0%)
Value$3.5M (-$356.2K)
Filed 2026-10-27
XML Financial, LLC
DECREASED
Shares50,541 from 50,646
Change-105 (0%)
Value$3.0M (-$283.7K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares41,428 from 41,570
Change-142 (0%)
Value$2.4M (-$236.1K)
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares40,418 from 40,907
Change-489 (-1%)
Value$2.4M (-$252.8K)
Filed 2026-10-27
Twelve Points Wealth Management LLC
UNCHANGED
Shares40,301 from 40,301
Change0 (0%)
Value$2.1M (-$435.3K)
Filed 2026-11-03
Plan Group Financial, LLC
DECREASED
Shares36,231 from 48,303
Change-12,072 (-25%)
Value$2.0M (-$1.1M)
Filed 2026-10-22
Reston Wealth Management LLC
DECREASED
Shares33,673 from 34,003
Change-330 (-1%)
Value$2.0M (-$205.6K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares33,331 from 36,503
Change-3,172 (-9%)
Value$1.9M (-$385.2K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
DECREASED
Shares30,430 from 32,319
Change-1,889 (-6%)
Value$1.8M (-$93.5K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares28,817 from 27,971
Change+846 (+3%)
Value$1.7M (-$103.9K)
Filed 2026-11-05
Beacon Financial Group
DECREASED
Shares27,051 from 27,399
Change-348 (-1%)
Value$1.6M (-$170.5K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares25,337 from 26,770
Change-1,433 (-5%)
Value$1.5M (-$230.3K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares24,637 from 24,220
Change+417 (+2%)
Value$1.4M (-$108.4K)
Filed 2026-10-16
Riggs Asset Managment Co. Inc.
DECREASED
Shares24,351 from 24,520
Change-169 (-1%)
Value$1.4M (-$144.2K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares23,845 from 24,467
Change-622 (-3%)
Value$1.4M (-$170.4K)
Filed 2026-10-22
Pacific Center for Financial Services
INCREASED
Shares23,101 from 23,094
Change+7 (+0%)
Value$1.3M (-$126.2K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares22,908 from 8,397
Change+14,511 (+173%)
Value$1.3M (+$801.0K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares20,977 from 21,308
Change-331 (-2%)
Value$1.2M (-$136.1K)
Filed 2026-11-04
May Hill Capital, LLC
UNCHANGED
Shares20,800 from 20,800
Change0 (0%)
Value$1.2M (-$114.0K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares19,774 from 19,513
Change+261 (+1%)
Value$1.2M (-$91.7K)
Filed 2026-11-06
NTV Asset Management LLC
INCREASED
Shares19,736 from 18,487
Change+1,249 (+7%)
Value$1.2M (-$28.4K)
Filed 2026-10-23
Detalus Advisors, LLC
DECREASED
Shares19,238 from 19,448
Change-210 (-1%)
Value$1.1M (-$118.8K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares18,866 from 11,594
Change+7,272 (+63%)
Value$1.1M (+$360.9K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares18,030 from 19,214
Change-1,184 (-6%)
Value$1.1M (-$174.4K)
Filed 2026-10-23
Lido Advisors, LLC
DECREASED
Shares17,574 from 20,171
Change-2,597 (-13%)
Value$1.0M (-$262.2K)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares17,534 from 17,534
Change0 (0%)
Value$1.0M (-$96.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares17,311 from 16,008
Change+1,303 (+8%)
Value$1.0M (-$11.7K)
Filed 2026-10-22
Citizens Financial Group Inc
UNCHANGED
Shares17,256 from 17,256
Change0 (0%)
Value$1.0M (-$94.6K)
Filed 2026-10-23
Procyon Advisors, LLC
NEW
Shares17,154
Change+17,154
Value$1.0M
Filed 2026-10-21
West Bancorporation Inc
DECREASED
Shares16,859 from 17,164
Change-305 (-2%)
Value$984.1K (-$111.9K)
Filed 2026-10-29
Accurate Wealth Management, LLC
DECREASED
Shares16,440 from 16,539
Change-99 (-1%)
Value$956.2K (-$48.1K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares15,885
Change+15,885
Value$927.2K
Filed 2026-10-28
Altium Investment Strategies LLC
UNCHANGED
Shares15,875 from 15,875
Change0 (0%)
Value$923.3K (-$40.6K)
Filed 2026-10-20
Steinberganna Wealth Management
INCREASED
Shares15,542 from 15,532
Change+10 (+0%)
Value$907.2K (-$84.5K)
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares15,105 from 16,105
Change-1,000 (-6%)
Value$881.7K (-$146.6K)
Filed 2026-11-04
Penobscot Wealth Management
INCREASED
Shares14,939 from 14,871
Change+68 (+0%)
Value$872.0K (-$77.5K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares14,758 from 13,838
Change+920 (+7%)
Value$861.4K (-$22.1K)
Filed 2026-10-14
Investors Research Corp
UNCHANGED
Shares13,480 from 13,480
Change0 (0%)
Value$786.8K (-$73.9K)
Filed 2026-10-07
Money Concepts Capital Corp
INCREASED
Shares13,373 from 13,351
Change+22 (+0%)
Value$780.6K (-$71.9K)
Filed 2026-11-06
Diversify Wealth Management, LLC
INCREASED
Shares13,261 from 12,354
Change+907 (+7%)
Value$745.5K (+$50.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares13,261 from 12,354
Change+907 (+7%)
Value$745.5K (+$50.6K)
Filed 2026-10-20
Shepherd Financial Partners LLC
INCREASED
Shares13,219 from 13,210
Change+9 (+0%)
Value$771.6K (-$71.9K)
Filed 2026-11-03
Sage Rhino Capital LLC
UNCHANGED
Shares13,045 from 13,045
Change0 (0%)
Value$761.4K (-$71.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares13,021 from 5,494
Change+7,527 (+137%)
Value$760.0K (+$409.2K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,914 from 12,913
Change+1 (+0%)
Value$753.8K (-$70.7K)
Filed 2026-10-13
King Luther Capital Management Corp
UNCHANGED
Shares12,804 from 12,804
Change0 (0%)
Value$747.4K (-$70.2K)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares12,291 from 12,379
Change-88 (-1%)
Value$717.4K (-$73.0K)
Filed 2026-10-29
Advisor OS, LLC
INCREASED
Shares12,217 from 12,209
Change+8 (+0%)
Value$713.1K (-$66.5K)
Filed 2026-11-03
Rodgers & Associates, LTD
UNCHANGED
Shares11,720 from 11,720
Change0 (0%)
Value$684.1K (-$64.2K)
Filed 2026-10-20
Willner & Heller, LLC
DECREASED
Shares11,645 from 12,298
Change-653 (-5%)
Value$679.7K (-$105.5K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED
Shares11,182 from 11,182
Change0 (0%)
Value$652.7K (-$61.3K)
Filed 2026-11-06
Ibex Wealth Advisors
DECREASED
Shares11,097 from 13,121
Change-2,024 (-15%)
Value$647.8K (-$190.0K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
NEW
Shares10,432
Change+10,432
Value$608.9K
Filed 2026-10-13
Keystone Wealth Services, LLC
UNCHANGED
Shares9,975 from 9,975
Change0 (0%)
Value$585.4K (-$51.5K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares9,750 from 9,750
Change0 (0%)
Value$569.1K (-$53.4K)
Filed 2026-11-04
Affinity Capital Advisors, LLC
DECREASED
Shares9,592 from 10,619
Change-1,027 (-10%)
Value$572.5K (-$69.9K)
Filed 2026-10-13
Valley Brook Capital Group, Inc.
INCREASED
Shares9,160 from 9,159
Change+1 (+0%)
Value$534.7K (-$50.1K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares9,119 from 9,119
Change0 (0%)
Value$532.3K (-$50.0K)
Filed 2026-10-16
Capital Investment Counsel, LLC
INCREASED
Shares8,955 from 6,780
Change+2,175 (+32%)
Value$522.7K (+$89.8K)
Filed 2026-10-14
Clearwater Capital Advisors, LLC
UNCHANGED
Shares8,787 from 8,787
Change0 (0%)
Value$512.9K (-$48.2K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares8,282 from 8,197
Change+85 (+1%)
Value$483.4K (-$40.0K)
Filed 2026-11-03
HB Wealth Management, LLC
UNCHANGED
Shares8,150 from 8,150
Change0 (0%)
Value$475.7K (-$44.7K)
Filed 2026-10-23
Towerpoint Wealth, LLC
UNCHANGED
Shares7,965 from 7,965
Change0 (0%)
Value$464.9K (-$43.6K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares7,960 from 6,822
Change+1,138 (+17%)
Value$464.6K (+$145.8K)
Filed 2026-10-13
Well Done, LLC
UNCHANGED
Shares7,740 from 7,740
Change0 (0%)
Value$451.8K (-$42.4K)
Filed 2026-10-20
Aries Wealth Management
UNCHANGED
Shares7,540 from 7,540
Change0 (0%)
Value$440.1K (-$41.3K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares7,501 from 1,876
Change+5,625 (+300%)
Value$437.8K (+$318.1K)
Filed 2026-10-21
Truefg, LLC
INCREASED
Shares7,477 from 5,607
Change+1,870 (+33%)
Value$436.4K (+$78.4K)
Filed 2026-10-15
Condor Capital Management
UNCHANGED
Shares7,460 from 7,460
Change0 (0%)
Value$435.4K (-$40.9K)
Filed 2026-11-06
McAdam, LLC
DECREASED
Shares7,411 from 7,461
Change-50 (-1%)
Value$432.6K (-$43.8K)
Filed 2026-10-21
RTD Financial Advisors, Inc.
UNCHANGED
Shares7,306 from 7,306
Change0 (0%)
Value$426.5K (-$40.0K)
Filed 2026-10-09
Tred Avon Family Wealth, LLC
DECREASED
Shares7,252 from 7,272
Change-20 (0%)
Value$423.3K (-$41.0K)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares7,068 from 5,770
Change+1,298 (+23%)
Value$412.6K (+$44.2K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares7,036 from 7,036
Change0 (0%)
Value$449.2K ($0)
Filed 2026-11-06
Diligent Investors, LLC
INCREASED
Shares6,721 from 6,720
Change+1 (+0%)
Value$392.3K (-$36.7K)
Filed 2026-10-21
Advisor Resource Council
INCREASED
Shares6,692 from 6,691
Change+1 (+0%)
Value$400.4K (-$4.4K)
Filed 2026-11-05
Rockland Trust Co
INCREASED
Shares6,587 from 4,745
Change+1,842 (+39%)
Value$384.5K (+$81.5K)
Filed 2026-10-05
Sowell Financial Services LLC
UNCHANGED
Shares6,515 from 6,515
Change0 (0%)
Value$380.3K (-$35.7K)
Filed 2026-10-23
Wedbush Securities Inc
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$360 (-$393.6K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares6,145 from 4,727
Change+1,418 (+30%)
Value$358.7K (+$56.8K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
INCREASED
Shares6,064 from 6,063
Change+1 (+0%)
Value$353.9K (-$33.2K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares6,025 from 44,909
Change-38,884 (-87%)
Value$351.7K (-$2.5M)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares5,743 from 5,812
Change-69 (-1%)
Value$335.2K (-$35.9K)
Filed 2026-10-08
BankPlus Trust Department
UNCHANGED
Shares5,565 from 5,565
Change0 (0%)
Value$324.8K (-$30.5K)
Filed 2026-11-06
Financial Consulate, Inc
INCREASED
Shares5,434 from 5,431
Change+3 (+0%)
Value$317.2K (-$29.6K)
Filed 2026-10-23
Savant Capital, LLC
NEW
Shares5,263
Change+5,263
Value$307.2K
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares5,090 from 5,090
Change0 (0%)
Value$297.1K (-$27.9K)
Filed 2026-10-27
Leisure Capital Management
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$291.9K (-$27.4K)
Filed 2026-11-03
Verum Partners LLC
INCREASED
Shares4,993 from 4,990
Change+3 (+0%)
Value$291.4K (-$27.2K)
Filed 2026-10-21
Investment Partners, Ltd.
NEW
Shares4,966
Change+4,966
Value$289.9K
Filed 2026-10-29
Commonwealth Financial Services, LLC
DECREASED
Shares4,673 from 55,008
Change-50,335 (-91%)
Value$272.8K (-$3.2M)
Filed 2026-10-20
Oppenheimer & Co Inc
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$272.6K (-$25.6K)
Filed 2026-10-26
WealthPlan Investment Management, LLC
INCREASED
Shares4,661 from 4,658
Change+3 (+0%)
Value$272.1K (-$25.3K)
Filed 2026-10-15
Simplicity Wealth,LLC
NEW
Shares4,525
Change+4,525
Value$264.2K
Filed 2026-10-23
Legacy Advisors, LLC
UNCHANGED
Shares4,439 from 4,439
Change0 (0%)
Value$259.1K (-$24.3K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,351 from 4,348
Change+3 (+0%)
Value$254.0K (+$6.0K)
Filed 2026-11-04
Hoese & Co LLP
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$251.5K (-$23.7K)
Filed 2026-10-21
PDS Planning, Inc
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$249.2K (-$23.4K)
Filed 2026-11-03
Accredited Investors Inc.
UNCHANGED
Shares4,214 from 4,214
Change0 (0%)
Value$246.0K (-$23.1K)
Filed 2026-11-03
Choreo, LLC
NEW
Shares4,202
Change+4,202
Value$245.3K
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares4,188 from 4,185
Change+3 (+0%)
Value$244.0K (-$23.0K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares4,184 from 5,438
Change-1,254 (-23%)
Value$244.2K (-$103.0K)
Filed 2026-10-22
Montag A & Associates Inc
INCREASED
Shares4,116 from 2,057
Change+2,059 (+100%)
Value$240.2K (+$108.9K)
Filed 2026-10-29
Cornerstone Advisory, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$233.5K (-$21.9K)
Filed 2026-11-06
Level Four Advisory Services, LLC
UNCHANGED
Shares3,981 from 3,981
Change0 (0%)
Value$232.4K (-$21.8K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares3,959 from 4,145
Change-186 (-4%)
Value$231.1K (-$33.6K)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$228.8K (-$21.5K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares3,770 from 3,770
Change0 (0%)
Value$220.1K (-$20.7K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares3,642 from 20,740
Change-17,098 (-82%)
Value$212.6K (-$1.1M)
Filed 2026-11-05
Gratus Wealth Advisors, LLC
UNCHANGED
Shares3,503 from 3,503
Change0 (0%)
Value$204.5K (-$19.2K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$204.3K (-$19.2K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares2,964 from 2,502
Change+462 (+18%)
Value$173.0K (+$13.3K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares2,597
Change+2,597
Value$151.6K
Filed 2026-11-03
Wagner Wealth Management, LLC
DECREASED
Shares2,183 from 2,310
Change-127 (-5%)
Value$127.4K (-$20.0K)
Filed 2026-10-21
Townsend Asset Management Corp
INCREASED
Shares1,398 from 1,397
Change+1 (+0%)
Value$81.6K (-$7.6K)
Filed 2026-10-29
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$68.2K (-$6.4K)
Filed 2026-10-30
First Command Advisory Services, Inc.
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$67.6K (-$6.3K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$52.9K (-$3.3K)
Filed 2026-10-29
Signaturefd, LLC
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$49.8K (-$4.7K)
Filed 2026-10-23
Avion Wealth
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$47 (-$52.0K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$47.9K (-$4.5K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares651
Change+651
Value$38.0K
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$34.0K (-$3.2K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$31.2K (-$2.9K)
Filed 2026-11-04
Mather Group, Llc.
DECREASED
Shares498 from 526
Change-28 (-5%)
Value$29.1K (-$4.5K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$22.2K (-$2.1K)
Filed 2026-10-22
GS Investments, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.5K (-$1.6K)
Filed 2026-10-23
Vima LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$15.5K (-$1.5K)
Filed 2026-10-23
Russell Investments Group, Ltd.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$15.5K (-$1.5K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$14.6K (-$1.4K)
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$13.1K (-$1.2K)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$10.2K (-$959)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares160 from 1,045
Change-885 (-85%)
Value$9.3K (-$57.4K)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$6.9K (-$652)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares76
Change+76
Value$4.4K
Filed 2026-11-06
Asset Dedication, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.8K (-$356)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.0K (-$279)
Filed 2026-10-26
Rossby Financial, LCC
NEW
Shares25
Change+25
Value$1.5K
Filed 2026-11-05
Grove Bank & Trust
NEW
Shares23
Change+23
Value$1.3K
Filed 2026-10-08
Trinity Wealth Management, LLC
CLOSED
Shares0 from 169,218
Change-169,218 (-100%)
Value$0 (-$10.8M)
Filed 2026-10-13
Global View Capital Management LLC
CLOSED
Shares0 from 98,628
Change-98,628 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-28
Guardian Capital, LLC
CLOSED
Shares0 from 61,765
Change-61,765 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-06
Gimbal Financial
CLOSED
Shares0 from 54,193
Change-54,193 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-19
Private Advisory Group LLC
CLOSED
Shares0 from 36,641
Change-36,641 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-06
Basso Capital Management, L.P.
CLOSED
Shares0 from 23,593
Change-23,593 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-30
Prospera Financial Services Inc
CLOSED
Shares0 from 23,468
Change-23,468 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 11,860
Change-11,860 (-100%)
Value$0 (-$757.3K)
Filed 2026-10-21
Avestar Capital, LLC
CLOSED
Shares0 from 10,008
Change-10,008 (-100%)
Value$0 (-$639.0K)
Filed 2026-10-28
Rhodes Investment Advisors Inc
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$383.1K)
Filed 2026-10-07
Fulcrum Equity Management
CLOSED
Shares0 from 4,973
Change-4,973 (-100%)
Value$0 (-$317.5K)
Filed 2026-10-21
Midwest Trust Co
CLOSED
Shares0 from 3,380
Change-3,380 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-22
Centerpoint Advisory Group
CLOSED
Shares0 from 3,325
Change-3,325 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-23
Maple Capital Management, Inc.
CLOSED
Shares0 from 3,265
Change-3,265 (-100%)
Value$0 (-$208.5K)
Filed 2026-11-02
Tsfg, LLC
CLOSED
Shares0 from 2,740
Change-2,740 (-100%)
Value$0 (-$175.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,692
Change-1,692 (-100%)
Value$0 (-$104.9K)
Filed 2026-11-02
Westside Investment Management, Inc.
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$32.2K)
Filed 2026-11-02
Realta Investment Advisors
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-14
Creative Financial Designs Inc
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$575)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$64)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 1,365,052
Change-1,365,052 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 892,298
Change-892,298 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 872,804
Change-872,804 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 541,706
Change-541,706 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 463,398
Change-463,398 (-100%)
Value—
UBS Group AG
N/A
Shares— from 412,807
Change-412,807 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 356,563
Change-356,563 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 321,444
Change-321,444 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 299,290
Change-299,290 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 294,751
Change-294,751 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 281,097
Change-281,097 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 255,788
Change-255,788 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 215,494
Change-215,494 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 162,228
Change-162,228 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 134,552
Change-134,552 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 132,541
Change-132,541 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 115,547
Change-115,547 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 108,945
Change-108,945 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 91,530
Change-91,530 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 89,983
Change-89,983 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 89,879
Change-89,879 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 83,756
Change-83,756 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 78,609
Change-78,609 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 75,205
Change-75,205 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 70,986
Change-70,986 (-100%)
Value—
FMR LLC
N/A
Shares— from 63,262
Change-63,262 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 60,765
Change-60,765 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 56,176
Change-56,176 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,576
Change-53,576 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 52,152
Change-52,152 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 51,505
Change-51,505 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 51,105
Change-51,105 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 44,799
Change-44,799 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 39,608
Change-39,608 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,395
Change-38,395 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 37,338
Change-37,338 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 36,688
Change-36,688 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 35,666
Change-35,666 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,741
Change-33,741 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 33,473
Change-33,473 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 30,985
Change-30,985 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 30,674
Change-30,674 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 30,599
Change-30,599 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 29,725
Change-29,725 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 29,427
Change-29,427 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,403
Change-28,403 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 28,225
Change-28,225 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,690
Change-26,690 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 25,393
Change-25,393 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,738
Change-24,738 (-100%)
Value—
American Trust
N/A
Shares— from 24,432
Change-24,432 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 23,608
Change-23,608 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 22,439
Change-22,439 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 21,269
Change-21,269 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 21,234
Change-21,234 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,806
Change-20,806 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 20,475
Change-20,475 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 19,966
Change-19,966 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,226
Change-19,226 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,235
Change-18,235 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 16,519
Change-16,519 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,966
Change-15,966 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,305
Change-15,305 (-100%)
Value—
Blair William & Co
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,905
Change-14,905 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,737
Change-14,737 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,251
Change-14,251 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,356
Change-13,356 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,941
Change-12,941 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 12,209
Change-12,209 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,152
Change-11,152 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 9,089
Change-9,089 (-100%)
Value—
&partners
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 7,679
Change-7,679 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 7,584
Change-7,584 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,444
Change-7,444 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,053
Change-3,053 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 939
Change-939 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 795
Change-795 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 696
Change-696 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 512
Change-512 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 485
Change-485 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 461
Change-461 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 400
Change-400 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 311
Change-311 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 284
Change-284 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 24
Change-24 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,050,5571,546,105-495,548-32%$98.7M$61.3M-$37.4M2026-11-06
Marquette Asset Management, LLC
UNCHANGED692,817692,81700%$44.2M$40.4M-$3.8M2026-10-09
Financial Security Advisor, Inc.
DECREASED623,781669,107-45,326-7%$42.7M$36.4M-$6.3M2026-11-03
New England Private Wealth Advisors LLC
DECREASED560,996562,869-1,8730%$31.9M$32.7M+$808.1K2026-10-19
Creative Planning
INCREASED349,173346,356+2,817+1%$22.1M$20.4M-$1.7M2026-11-02
Commonwealth Equity Services, LLC
DECREASED201,147259,461-58,314-22%$16.6M$11.7M-$4.8M2026-11-02
Cutler Investment Counsel LLC
DECREASED200,962204,690-3,728-2%$13.1M$11.7M-$1.3M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED124,810150,607-25,797-17%$9.6M$7.3M-$2.3M2026-11-02
Summit Wealth Group LLC / Co
DECREASED121,065122,668-1,603-1%$7.8M$7.1M-$765.8K2026-10-29
Del-Sette Capital Management, LLC
DECREASED108,264130,149-21,885-17%$8.3M$6.3M-$2.0M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED105,215105,077+138+0%$6.4M$6.2M-$170.5K2026-10-13
Kestra Advisory Services, LLC
DECREASED97,56997,590-210%$6.2M$5.7M-$536.0K2026-11-02
Wolff Financial Management LLC
DECREASED92,671101,185-8,514-8%$6.5M$5.4M-$1.1M2026-10-23
Auxano Advisors, LLC
DECREASED84,513137,391-52,878-38%$8.8M$4.9M-$3.8M2026-11-06
Truist Financial Corp
INCREASED76,14858,410+17,738+30%$3.7M$4.4M+$715.3K2026-10-30
Wealth Group Ltd
DECREASED76,01876,876-858-1%$4.9M$4.5M-$374.8K2026-10-07
PFG Advisors
INCREASED69,77467,969+1,805+3%$4.3M$4.1M-$267.1K2026-10-16
Chicago Partners Investment Group LLC
INCREASED65,99365,968+25+0%$3.8M$3.5M-$356.2K2026-10-27
XML Financial, LLC
DECREASED50,54150,646-1050%$3.2M$3.0M-$283.7K2026-10-29
Flagship Harbor Advisors, LLC
DECREASED41,42841,570-1420%$2.7M$2.4M-$236.1K2026-10-26
Victory Financial Group, LLC
DECREASED40,41840,907-489-1%$2.6M$2.4M-$252.8K2026-10-27
Twelve Points Wealth Management LLC
UNCHANGED40,30140,30100%$2.6M$2.1M-$435.3K2026-11-03
Plan Group Financial, LLC
DECREASED36,23148,303-12,072-25%$3.1M$2.0M-$1.1M2026-10-22
Reston Wealth Management LLC
DECREASED33,67334,003-330-1%$2.2M$2.0M-$205.6K2026-10-29
Focus Financial Network, Inc.
DECREASED33,33136,503-3,172-9%$2.3M$1.9M-$385.2K2026-10-14
CFS Investment Advisory Services, LLC
DECREASED30,43032,319-1,889-6%$1.9M$1.8M-$93.5K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED28,81727,971+846+3%$1.8M$1.7M-$103.9K2026-11-05
Beacon Financial Group
DECREASED27,05127,399-348-1%$1.7M$1.6M-$170.5K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED25,33726,770-1,433-5%$1.7M$1.5M-$230.3K2026-10-13
IFP Advisors, Inc
INCREASED24,63724,220+417+2%$1.5M$1.4M-$108.4K2026-10-16
Riggs Asset Managment Co. Inc.
DECREASED24,35124,520-169-1%$1.6M$1.4M-$144.2K2026-11-05
Strategic Blueprint, LLC
DECREASED23,84524,467-622-3%$1.6M$1.4M-$170.4K2026-10-22
Pacific Center for Financial Services
INCREASED23,10123,094+7+0%$1.5M$1.3M-$126.2K2026-10-15
Fifth Third Bancorp
INCREASED22,9088,397+14,511+173%$536.1K$1.3M+$801.0K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED20,97721,308-331-2%$1.4M$1.2M-$136.1K2026-11-04
May Hill Capital, LLC
UNCHANGED20,80020,80000%$1.3M$1.2M-$114.0K2026-11-03
Merit Financial Group, LLC
INCREASED19,77419,513+261+1%$1.2M$1.2M-$91.7K2026-11-06
NTV Asset Management LLC
INCREASED19,73618,487+1,249+7%$1.2M$1.2M-$28.4K2026-10-23
Detalus Advisors, LLC
DECREASED19,23819,448-210-1%$1.2M$1.1M-$118.8K2026-10-15
Citigroup Inc
INCREASED18,86611,594+7,272+63%$740.3K$1.1M+$360.9K2026-11-04
Sigma Planning Corp
DECREASED18,03019,214-1,184-6%$1.2M$1.1M-$174.4K2026-10-23
Lido Advisors, LLC
DECREASED17,57420,171-2,597-13%$1.3M$1.0M-$262.2K2026-11-04
US Bancorp \de\
UNCHANGED17,53417,53400%$1.1M$1.0M-$96.1K2026-11-05
Perigon Wealth Management, LLC
INCREASED17,31116,008+1,303+8%$1.0M$1.0M-$11.7K2026-10-22
Citizens Financial Group Inc
UNCHANGED17,25617,25600%$1.1M$1.0M-$94.6K2026-10-23
Procyon Advisors, LLC
NEW17,154—+17,154——$1.0M—2026-10-21
West Bancorporation Inc
DECREASED16,85917,164-305-2%$1.1M$984.1K-$111.9K2026-10-29
Accurate Wealth Management, LLC
DECREASED16,44016,539-99-1%$1.0M$956.2K-$48.1K2026-10-20
Partners Wealth Management, LLC
NEW15,885—+15,885——$927.2K—2026-10-28
Altium Investment Strategies LLC
UNCHANGED15,87515,87500%$963.9K$923.3K-$40.6K2026-10-20
Steinberganna Wealth Management
INCREASED15,54215,532+10+0%$991.7K$907.2K-$84.5K2026-10-23
AlphaCore Capital LLC
DECREASED15,10516,105-1,000-6%$1.0M$881.7K-$146.6K2026-11-04
Penobscot Wealth Management
INCREASED14,93914,871+68+0%$949.5K$872.0K-$77.5K2026-10-21
Davenport & Co LLC
INCREASED14,75813,838+920+7%$883.5K$861.4K-$22.1K2026-10-14
Investors Research Corp
UNCHANGED13,48013,48000%$860.7K$786.8K-$73.9K2026-10-07
Money Concepts Capital Corp
INCREASED13,37313,351+22+0%$852.5K$780.6K-$71.9K2026-11-06
Diversify Wealth Management, LLC
INCREASED13,26112,354+907+7%$694.9K$745.5K+$50.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED13,26112,354+907+7%$694.9K$745.5K+$50.6K2026-10-20
Shepherd Financial Partners LLC
INCREASED13,21913,210+9+0%$843.4K$771.6K-$71.9K2026-11-03
Sage Rhino Capital LLC
UNCHANGED13,04513,04500%$832.9K$761.4K-$71.5K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED13,0215,494+7,527+137%$350.8K$760.0K+$409.2K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED12,91412,913+1+0%$824.5K$753.8K-$70.7K2026-10-13
King Luther Capital Management Corp
UNCHANGED12,80412,80400%$817.5K$747.4K-$70.2K2026-11-05
Greenleaf Trust
DECREASED12,29112,379-88-1%$790.4K$717.4K-$73.0K2026-10-29
Advisor OS, LLC
INCREASED12,21712,209+8+0%$779.5K$713.1K-$66.5K2026-11-03
Rodgers & Associates, LTD
UNCHANGED11,72011,72000%$748.3K$684.1K-$64.2K2026-10-20
Willner & Heller, LLC
DECREASED11,64512,298-653-5%$785.2K$679.7K-$105.5K2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED11,18211,18200%$714.0K$652.7K-$61.3K2026-11-06
Ibex Wealth Advisors
DECREASED11,09713,121-2,024-15%$837.8K$647.8K-$190.0K2026-11-06
B. Riley Wealth Advisors, Inc.
NEW10,432—+10,432——$608.9K—2026-10-13
Keystone Wealth Services, LLC
UNCHANGED9,9759,97500%$636.9K$585.4K-$51.5K2026-11-03
Plante Moran Financial Advisors, LLC
UNCHANGED9,7509,75000%$622.5K$569.1K-$53.4K2026-11-04
Affinity Capital Advisors, LLC
DECREASED9,59210,619-1,027-10%$642.5K$572.5K-$69.9K2026-10-13
Valley Brook Capital Group, Inc.
INCREASED9,1609,159+1+0%$584.8K$534.7K-$50.1K2026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED9,1199,11900%$582.2K$532.3K-$50.0K2026-10-16
Capital Investment Counsel, LLC
INCREASED8,9556,780+2,175+32%$432.9K$522.7K+$89.8K2026-10-14
Clearwater Capital Advisors, LLC
UNCHANGED8,7878,78700%$561.1K$512.9K-$48.2K2026-11-06
Brighton Jones LLC
INCREASED8,2828,197+85+1%$523.4K$483.4K-$40.0K2026-11-03
HB Wealth Management, LLC
UNCHANGED8,1508,15000%$520.4K$475.7K-$44.7K2026-10-23
Towerpoint Wealth, LLC
UNCHANGED7,9657,96500%$508.6K$464.9K-$43.6K2026-10-13
SAX Wealth Advisors, LLC
INCREASED7,9606,822+1,138+17%$318.9K$464.6K+$145.8K2026-10-13
Well Done, LLC
UNCHANGED7,7407,74000%$494.2K$451.8K-$42.4K2026-10-20
Aries Wealth Management
UNCHANGED7,5407,54000%$481.4K$440.1K-$41.3K2026-10-23
Assetmark, Inc
INCREASED7,5011,876+5,625+300%$119.8K$437.8K+$318.1K2026-10-21
Truefg, LLC
INCREASED7,4775,607+1,870+33%$358.0K$436.4K+$78.4K2026-10-15
Condor Capital Management
UNCHANGED7,4607,46000%$476.3K$435.4K-$40.9K2026-11-06
McAdam, LLC
DECREASED7,4117,461-50-1%$476.4K$432.6K-$43.8K2026-10-21
RTD Financial Advisors, Inc.
UNCHANGED7,3067,30600%$466.5K$426.5K-$40.0K2026-10-09
Tred Avon Family Wealth, LLC
DECREASED7,2527,272-200%$464.3K$423.3K-$41.0K2026-10-20
Spire Wealth Management
INCREASED7,0685,770+1,298+23%$368.4K$412.6K+$44.2K2026-10-30
Allworth Financial LP
UNCHANGED7,0367,03600%$449.2K$449.2K$02026-11-06
Diligent Investors, LLC
INCREASED6,7216,720+1+0%$429.1K$392.3K-$36.7K2026-10-21
Advisor Resource Council
INCREASED6,6926,691+1+0%$404.8K$400.4K-$4.4K2026-11-05
Rockland Trust Co
INCREASED6,5874,745+1,842+39%$303.0K$384.5K+$81.5K2026-10-05
Sowell Financial Services LLC
UNCHANGED6,5156,51500%$416.0K$380.3K-$35.7K2026-10-23
Wedbush Securities Inc
UNCHANGED6,1706,17000%$394.0K$360-$393.6K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED6,1454,727+1,418+30%$301.8K$358.7K+$56.8K2026-10-13
GHP Investment Advisors, Inc.
INCREASED6,0646,063+1+0%$387.2K$353.9K-$33.2K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED6,02544,909-38,884-87%$2.9M$351.7K-$2.5M2026-10-08
Farther Finance Advisors, LLC
DECREASED5,7435,812-69-1%$371.1K$335.2K-$35.9K2026-10-08
BankPlus Trust Department
UNCHANGED5,5655,56500%$355.3K$324.8K-$30.5K2026-11-06
Financial Consulate, Inc
INCREASED5,4345,431+3+0%$346.8K$317.2K-$29.6K2026-10-23
Savant Capital, LLC
NEW5,263—+5,263——$307.2K—2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED5,0905,09000%$325.0K$297.1K-$27.9K2026-10-27
Leisure Capital Management
UNCHANGED5,0005,00000%$319.3K$291.9K-$27.4K2026-11-03
Verum Partners LLC
INCREASED4,9934,990+3+0%$318.6K$291.4K-$27.2K2026-10-21
Investment Partners, Ltd.
NEW4,966—+4,966——$289.9K—2026-10-29
Commonwealth Financial Services, LLC
DECREASED4,67355,008-50,335-91%$3.5M$272.8K-$3.2M2026-10-20
Oppenheimer & Co Inc
UNCHANGED4,6704,67000%$298.2K$272.6K-$25.6K2026-10-26
WealthPlan Investment Management, LLC
INCREASED4,6614,658+3+0%$297.4K$272.1K-$25.3K2026-10-15
Simplicity Wealth,LLC
NEW4,525—+4,525——$264.2K—2026-10-23
Legacy Advisors, LLC
UNCHANGED4,4394,43900%$283.4K$259.1K-$24.3K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED4,3514,348+3+0%$248.0K$254.0K+$6.0K2026-11-04
Hoese & Co LLP
UNCHANGED4,3104,31000%$275.2K$251.5K-$23.7K2026-10-21
PDS Planning, Inc
UNCHANGED4,2704,27000%$272.6K$249.2K-$23.4K2026-11-03
Accredited Investors Inc.
UNCHANGED4,2144,21400%$269.1K$246.0K-$23.1K2026-11-03
Choreo, LLC
NEW4,202—+4,202——$245.3K—2026-10-28
Thrivent Financial for Lutherans
INCREASED4,1884,185+3+0%$267.0K$244.0K-$23.0K2026-11-05
Brookstone Capital Management
DECREASED4,1845,438-1,254-23%$347.2K$244.2K-$103.0K2026-10-22
Montag A & Associates Inc
INCREASED4,1162,057+2,059+100%$131.3K$240.2K+$108.9K2026-10-29
Cornerstone Advisory, LLC
UNCHANGED4,0004,00000%$255.4K$233.5K-$21.9K2026-11-06
Level Four Advisory Services, LLC
UNCHANGED3,9813,98100%$254.2K$232.4K-$21.8K2026-11-06
Lanark Financial, Inc.
DECREASED3,9594,145-186-4%$264.7K$231.1K-$33.6K2026-10-26
Parallel Advisors, LLC
UNCHANGED3,9203,92000%$250.3K$228.8K-$21.5K2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED3,7703,77000%$240.7K$220.1K-$20.7K2026-10-23
Compound Planning, Inc.
DECREASED3,64220,740-17,098-82%$1.3M$212.6K-$1.1M2026-11-05
Gratus Wealth Advisors, LLC
UNCHANGED3,5033,50300%$223.7K$204.5K-$19.2K2026-10-26
Joel Isaacson & Co., LLC
UNCHANGED3,5003,50000%$223.5K$204.3K-$19.2K2026-11-05
Armstrong Advisory Group, Inc
INCREASED2,9642,502+462+18%$159.8K$173.0K+$13.3K2026-10-09
Ascentis Independent Advisors
NEW2,597—+2,597——$151.6K—2026-11-03
Wagner Wealth Management, LLC
DECREASED2,1832,310-127-5%$147.5K$127.4K-$20.0K2026-10-21
Townsend Asset Management Corp
INCREASED1,3981,397+1+0%$89.2K$81.6K-$7.6K2026-10-29
Cordgrass Capital Advisors, LLC
UNCHANGED1,1681,16800%$74.6K$68.2K-$6.4K2026-10-30
First Command Advisory Services, Inc.
UNCHANGED1,1581,15800%$73.9K$67.6K-$6.3K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED90690600%$56.2K$52.9K-$3.3K2026-10-29
Signaturefd, LLC
UNCHANGED85385300%$54.4K$49.8K-$4.7K2026-10-23
Avion Wealth
UNCHANGED82182100%$52.0K$47-$52.0K2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED82182100%$52.4K$47.9K-$4.5K2026-10-13
Root Financial Partners, LLC
NEW651—+651——$38.0K—2026-10-21
Blue Trust, Inc.
UNCHANGED58258200%$37.2K$34.0K-$3.2K2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED53553500%$34.2K$31.2K-$2.9K2026-11-04
Mather Group, Llc.
DECREASED498526-28-5%$33.6K$29.1K-$4.5K2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED38038000%$24.3K$22.2K-$2.1K2026-10-22
GS Investments, Inc.
UNCHANGED35035000%$22.3K$20.4K-$1.9K2026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED30030000%$19.2K$17.5K-$1.6K2026-10-23
Vima LLC
UNCHANGED26526500%$16.9K$15.5K-$1.5K2026-10-23
Russell Investments Group, Ltd.
UNCHANGED26526500%$16.9K$15.5K-$1.5K2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED25025000%$16.0K$14.6K-$1.4K2026-10-13
CoreCap Advisors, LLC
UNCHANGED22522500%$14.4K$13.1K-$1.2K2026-10-08
Key FInancial Inc
UNCHANGED17517500%$11.2K$10.2K-$9592026-11-02
Pinnacle Bancorp, Inc.
DECREASED1601,045-885-85%$66.7K$9.3K-$57.4K2026-10-21
Archer Investment Corp
UNCHANGED11911900%$7.6K$6.9K-$6522026-11-05
Rothwell Investment Advisors, LLC
NEW76—+76——$4.4K—2026-11-06
Asset Dedication, LLC
UNCHANGED656500%$4.2K$3.8K-$3562026-11-03
Abound Wealth Management
UNCHANGED515100%$3.3K$3.0K-$2792026-10-26
Rossby Financial, LCC
NEW25—+25——$1.5K—2026-11-05
Grove Bank & Trust
NEW23—+23——$1.3K—2026-10-08
Trinity Wealth Management, LLC
CLOSED0169,218-169,218-100%$10.8M$0-$10.8M2026-10-13
Global View Capital Management LLC
CLOSED098,628-98,628-100%$6.3M$0-$6.3M2026-10-28
Guardian Capital, LLC
CLOSED061,765-61,765-100%$3.9M$0-$3.9M2026-11-06
Gimbal Financial
CLOSED054,193-54,193-100%$3.5M$0-$3.5M2026-10-19
Private Advisory Group LLC
CLOSED036,641-36,641-100%$2.3M$0-$2.3M2026-11-06
Basso Capital Management, L.P.
CLOSED023,593-23,593-100%$1.5M$0-$1.5M2026-10-30
Prospera Financial Services Inc
CLOSED023,468-23,468-100%$1.5M$0-$1.5M2026-11-04
Wealthcare Advisory Partners LLC
CLOSED011,860-11,860-100%$757.3K$0-$757.3K2026-10-21
Avestar Capital, LLC
CLOSED010,008-10,008-100%$639.0K$0-$639.0K2026-10-28
Rhodes Investment Advisors Inc
CLOSED06,000-6,000-100%$383.1K$0-$383.1K2026-10-07
Fulcrum Equity Management
CLOSED04,973-4,973-100%$317.5K$0-$317.5K2026-10-21
Midwest Trust Co
CLOSED03,380-3,380-100%$215.8K$0-$215.8K2026-10-22
Centerpoint Advisory Group
CLOSED03,325-3,325-100%$212.3K$0-$212.3K2026-10-23
Maple Capital Management, Inc.
CLOSED03,265-3,265-100%$208.5K$0-$208.5K2026-11-02
Tsfg, LLC
CLOSED02,740-2,740-100%$175.0K$0-$175.0K2026-10-23
International Assets Investment Management, LLC
CLOSED01,692-1,692-100%$104.9K$0-$104.9K2026-11-02
Westside Investment Management, Inc.
CLOSED0505-505-100%$32.2K$0-$32.2K2026-11-02
Realta Investment Advisors
CLOSED0177-177-100%$11.3K$0-$11.3K2026-10-14
Creative Financial Designs Inc
CLOSED053-53-100%$3.4K$0-$3.4K2026-11-04
LifeSteps Financial, Inc.
CLOSED041-41-100%$2.6K$0-$2.6K2026-10-15
Robinswood Financial LLC
CLOSED09-9-100%$575$0-$5752026-10-20
Quest 10 Wealth Builders, Inc.
CLOSED01-1-100%$64$0-$642026-11-02
Morgan Stanley
N/A—1,365,052-1,365,052-100%$87.2M———
Bank of America Corp
N/A—892,298-892,298-100%$57.0M———
Wells Fargo & Company
N/A—872,804-872,804-100%$55.7M———
HighTower Advisors, LLC
N/A—541,706-541,706-100%$34.6M———
Raymond James Financial Inc
N/A—463,398-463,398-100%$29.6M———
UBS Group AG
N/A—412,807-412,807-100%$26.4M———
JPMorgan Chase & Co
N/A—356,563-356,563-100%$22.3M———
Royal Bank of Canada
N/A—321,444-321,444-100%$20.5M———
Osaic Holdings, Inc.
N/A—299,290-299,290-100%$19.1M———
Arkadios Wealth Advisors
N/A—294,751-294,751-100%$18.8M———
Private Advisor Group, LLC
N/A—281,097-281,097-100%$17.9M———
Janney Montgomery Scott LLC
N/A—255,788-255,788-100%$16.3M———
Northern Trust Corp
N/A—215,494-215,494-100%$13.8M———
Coldstream Capital Management Inc
N/A—162,228-162,228-100%$10.4M———
Sanctuary Advisors, LLC
N/A—134,552-134,552-100%$8.6M———
Goldman Sachs Group Inc
N/A—132,541-132,541-100%$8.5M———
Captrust Financial Advisors
N/A—115,547-115,547-100%$7.4M———
CIBC Bancorp USA Inc.
N/A—108,945-108,945-100%$7.0M———
Advyzon Investment Management, LLC
N/A—91,530-91,530-100%$5.8M———
Ameriprise Financial Inc
N/A—89,983-89,983-100%$5.7M———
J. M. Brown & Associates Inc.
N/A—89,879-89,879-100%$5.7M———
NewEdge Advisors, LLC
N/A—83,756-83,756-100%$5.3M———
Focus Partners Wealth
N/A—78,609-78,609-100%$5.0M———
NewEdge Wealth, LLC
N/A—75,205-75,205-100%$4.8M———
Cetera Investment Advisers
N/A—70,986-70,986-100%$4.5M———
FMR LLC
N/A—63,262-63,262-100%$4.0M———
Beacon Bridge Wealth Partners, LLC
N/A—60,765-60,765-100%$3.9M———
Delos Wealth Advisors, LLC
N/A—56,176-56,176-100%$3.6M———
Mariner, LLC
N/A—53,576-53,576-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—52,152-52,152-100%$3.3M———
GTS Securities LLC
N/A—51,505-51,505-100%$3.3M———
Quantinno Capital Management LP
N/A—51,105-51,105-100%$3.3M———
Envestnet Asset Management Inc
N/A—44,799-44,799-100%$2.9M———
Centaurus Financial, Inc.
N/A—39,608-39,608-100%$2.5M———
Snowden Capital Advisors LLC
N/A—38,395-38,395-100%$2.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—37,338-37,338-100%$2.4M———
Stifel Financial Corp
N/A—36,688-36,688-100%$2.3M———
Pure Financial Advisors, LLC
N/A—35,666-35,666-100%$2.3M———
Kingsview Wealth Management, LLC
N/A—33,741-33,741-100%$2.2M———
Ausdal Financial Partners, Inc.
N/A—33,473-33,473-100%$2.1M———
Fiducient Advisors LLC
N/A—30,985-30,985-100%$2.0M———
Berger Financial Group, Inc
N/A—30,674-30,674-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—30,599-30,599-100%$2.0M———
Nvest Financial, LLC
N/A—29,725-29,725-100%$1.9M———
Citadel Advisors LLC
N/A—29,427-29,427-100%$1.9M———
Mercer Global Advisors Inc
N/A—28,403-28,403-100%$1.8M———
Essex Financial Services, Inc.
N/A—28,225-28,225-100%$1.8M———
MML Investors Services, LLC
N/A—26,690-26,690-100%$1.7M———
SEI Investments Co
N/A—25,393-25,393-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—24,738-24,738-100%$1.6M———
American Trust
N/A—24,432-24,432-100%$1.6M———
Vertex Planning Partners, LLC
N/A—23,608-23,608-100%$1.5M———
Rothschild Wealth LLC
N/A—22,439-22,439-100%$1.4M———
Bridgewater Advisors Inc.
N/A—22,000-22,000-100%$1.3M———
Jones Financial Companies Lllp
N/A—21,269-21,269-100%$1.3M———
Point72 Asset Management, L.P.
N/A—21,234-21,234-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—20,806-20,806-100%$1.3M———
BNP Paribas Financial Markets
N/A—20,630-20,630-100%$1.3M———
HRT Financial LP
N/A—20,553-20,553-100%$1.3M———
Baird Financial Group, Inc.
N/A—20,475-20,475-100%$1.3M———
MAI Capital Management
N/A—19,966-19,966-100%$1.3M———
Cerity Partners LLC
N/A—19,226-19,226-100%$1.2M———
Cary Street Partners Financial LLC
N/A—18,235-18,235-100%$1.2M———
Western Wealth Management, LLC
N/A—17,700-17,700-100%$1.1M———
PAX Financial Group, LLC
N/A—16,519-16,519-100%$1.1M———
Equitable Holdings, Inc.
N/A—15,966-15,966-100%$1.0M———
Stephens Inc
N/A—15,305-15,305-100%$977.2K———
Blair William & Co
N/A—15,264-15,264-100%$974.6K———
Integrated Wealth Concepts LLC
N/A—14,905-14,905-100%$951.7K———
Jane Street Group, LLC
N/A—14,737-14,737-100%$941.0K———
Mutual Advisors, LLC
N/A—14,351-14,351-100%$916.3K———
Belpointe Asset Management LLC
N/A—14,251-14,251-100%$909.9K———
Northwestern Mutual Wealth Management Co
N/A—13,356-13,356-100%$852.8K———
Steward Partners Investment Advisory, LLC
N/A—13,319-13,319-100%$850.4K———
Principal Securities, Inc.
N/A—12,941-12,941-100%$826.3K———
AQR Capital Management LLC
N/A—12,638-12,638-100%$806.9K———
MJP Associates Inc
N/A—12,209-12,209-100%$779.5K———
Advisory Services Network, LLC
N/A—11,738-11,738-100%$749.5K———
WCG Wealth Advisors LLC
N/A—11,152-11,152-100%$712.0K———
Sequoia Financial Advisors, LLC
N/A—10,423-10,423-100%$665.5K———
Bawa N Mallick Trust
N/A—10,000-10,000-100%$638.5K———
Charter Research & Investment Group, Inc.
N/A—9,089-9,089-100%$580.3K———
&partners
N/A—8,534-8,534-100%$544.9K———
Great Valley Advisor Group, Inc.
N/A—8,460-8,460-100%$540.2K———
Geneos Wealth Management Inc.
N/A—8,355-8,355-100%$533.5K———
Benjamin Edwards Inc
N/A—8,327-8,327-100%$531.9K———
Pathstone Holdings, LLC
N/A—8,280-8,280-100%$528.7K———
Kera Capital Partners, Inc.
N/A—8,145-8,145-100%$520.1K———
Tradewinds, Llc.
N/A—7,679-7,679-100%$399.8K———
Gateway Wealth Partners, LLC
N/A—7,665-7,665-100%$489.4K———
Bay Rivers Group
N/A—7,584-7,584-100%$484.2K———
Ameritas Advisory Services, LLC
N/A—7,444-7,444-100%$475.3K———
Balanced Wealth Group LLC
N/A—7,270-7,270-100%$464.2K———
Chilton Investment Co Inc.
N/A—7,266-7,266-100%$463.9K———
Modern Wealth Management, LLC
N/A—7,189-7,189-100%$459.0K———
SlateStone Wealth, LLC
N/A—7,152-7,152-100%$457.0K———
Bradley Foster & Sargent Inc
N/A—6,621-6,621-100%$422.8K———
Pacific SUN Financial Corp
N/A—6,575-6,575-100%$419.8K———
Cambient Family Office, LLC
N/A—6,375-6,375-100%$407.0K———
Bluespring Wealth Management, LLC
N/A—6,255-6,255-100%$399.4K———
Arax Advisory Partners
N/A—6,194-6,194-100%$395.5K———
O'shaughnessy Asset Management, LLC
N/A—6,074-6,074-100%$387.8K———
Meridian Wealth Advisors, LLC
N/A—5,360-5,360-100%$342.2K———
Susquehanna International Group, LLP
N/A—5,297-5,297-100%$338.2K———
BlackRock, Inc.
N/A—5,250-5,250-100%$335.2K———
Moneta Group Investment Advisors LLC
N/A—5,095-5,095-100%$325.3K———
HHM Wealth Advisors, LLC
N/A—5,080-5,080-100%$324.4K———
Lowe Brockenbrough & Co Inc
N/A—4,955-4,955-100%$316.4K———
Signal Tree Financial Partners LLC
N/A—4,805-4,805-100%$306.8K———
Beacon Pointe Advisors, LLC
N/A—4,544-4,544-100%$290.2K———
Financial Engines Advisors L.L.C.
N/A—4,426-4,426-100%$282.6K———
EP Wealth Advisors, LLC
N/A—4,380-4,380-100%$279.7K———
Duncan Williams Asset Management, LLC
N/A—4,326-4,326-100%$276.2K———
Orion Porfolio Solutions, LLC
N/A—4,133-4,133-100%$263.9K———
Wimmer Associates 1, LLC
N/A—4,125-4,125-100%$263.4K———
Stratos Wealth Partners, Ltd.
N/A—4,022-4,022-100%$256.8K———
Garden State Investment Advisory Services LLC
N/A—3,875-3,875-100%$247.4K———
Octavia Wealth Advisors, LLC
N/A—3,875-3,875-100%$247.4K———
JMG Financial Group, Ltd.
N/A—3,845-3,845-100%$245.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,799-3,799-100%$242.6K———
Bank of Montreal
N/A—3,588-3,588-100%$229.1K———
Haverford Trust Co
N/A—3,365-3,365-100%$214.9K———
Harbour Investments, Inc.
N/A—3,359-3,359-100%$214.5K———
Focus Partners Advisor Solutions, LLC
N/A—3,265-3,265-100%$208.5K———
One Charles Private Wealth Services, LLC
N/A—3,258-3,258-100%$208.0K———
Freestone Capital Holdings, LLC
N/A—3,182-3,182-100%$203.2K———
Aptus Capital Advisors, LLC
N/A—3,053-3,053-100%$194.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,027-3,027-100%$193.3K———
BOK Financial Private Wealth, Inc.
N/A—2,985-2,985-100%$190.6K———
Bogart Wealth, LLC
N/A—2,369-2,369-100%$151.3K———
ST Germain D J Co Inc
N/A—2,255-2,255-100%$144.0K———
UBS Asset Management Americas LLC
N/A—1,730-1,730-100%$110.5K———
AE Wealth Management LLC
N/A—1,433-1,433-100%$91.5K———
Leo H. Evart, Inc.
N/A—1,260-1,260-100%$80.5K———
Global Retirement Partners, LLC
N/A—1,201-1,201-100%$76.7K———
Hantz Financial Services, Inc.
N/A—1,100-1,100-100%$70.0K———
SouthState Bank Corp
N/A—1,025-1,025-100%$65.4K———
Aventura Private Wealth, LLC
N/A—1,000-1,000-100%$63.9K———
Financial Life Planners
N/A—939-939-100%$59.9K———
NWK Group, Inc.
N/A—900-900-100%$57.5K———
Atlantic Private Wealth, LLC
N/A—888-888-100%$56.7K———
Strategic Wealth Partners, Ltd.
N/A—795-795-100%$50.8K———
Vanguard Advisers Inc
N/A—696-696-100%$44.5K———
Founders Financial Alliance, LLC
N/A—514-514-100%$32.8K———
Financial Gravity Companies, Inc.
N/A—512-512-100%$32.7K———
IMA Advisory Services, Inc.
N/A—485-485-100%$31.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—461-461-100%$29.5K———
Private Wealth Asset Management, LLC
N/A—440-440-100%$28.1K———
IFG Advisory, LLC
N/A—412-412-100%$26.3K———
National Bank of Canada
N/A—400-400-100%$25.5K———
Operose Advisors LLC
N/A—325-325-100%$20.8K———
Huntington National Bank
N/A—311-311-100%$19.9K———
Morse Asset Management, Inc
N/A—284-284-100%$18.1K———
BFC Planning, Inc.
N/A—25-25-100%$1.6K———
Crews Bank & Trust
N/A—24-24-100%$1.5K———
Glen Eagle Advisors, LLC
N/A—5-5-100%$322———
Dunhill Financial, LLC
N/A—1-1-100%$63———
Showing 336 of 336 institutions