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Invesco S&P Smallcap Momentu (XSMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Apollon Wealth Management, LLC
INCREASED
Shares646,349 from 554,308
Change+92,041 (+17%)
Value$52.7M (+$829.4K)
Filed 2026-10-23
Gratus Wealth Advisors, LLC
INCREASED
Shares531,647 from 527,440
Change+4,207 (+1%)
Value$43.4M (-$6.0M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares280,503 from 369,666
Change-89,163 (-24%)
Value$22.9M (-$11.7M)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares222,313 from 220,755
Change+1,558 (+1%)
Value$18.1M (-$2.5M)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares218,227 from 213,161
Change+5,066 (+2%)
Value$17.8M (-$2.2M)
Filed 2026-11-05
Armbruster Capital Management, Inc.
DECREASED
Shares197,995 from 198,166
Change-171 (0%)
Value$16.2M (-$2.4M)
Filed 2026-10-19
Markowski Investments
DECREASED
Shares195,091 from 195,594
Change-503 (0%)
Value$15.9M (-$2.4M)
Filed 2026-10-30
Sound Income Strategies, LLC
INCREASED
Shares191,886 from 175,245
Change+16,641 (+10%)
Value$15.6M (-$809.7K)
Filed 2026-10-09
Seros Financial, LLC
INCREASED
Shares188,783 from 174,671
Change+14,112 (+8%)
Value$15.4M (-$953.5K)
Filed 2026-10-21
Clark Wealth Partners
INCREASED
Shares182,458 from 179,445
Change+3,013 (+2%)
Value$14.9M (-$1.9M)
Filed 2026-10-19
NBZ Investment Advisors LLC
INCREASED
Shares181,949 from 178,992
Change+2,957 (+2%)
Value$14.8M (-$1.9M)
Filed 2026-10-30
Meridian Wealth Management, LLC
INCREASED
Shares147,539 from 142,592
Change+4,947 (+3%)
Value$12.0M (-$1.3M)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares145,339 from 151,054
Change-5,715 (-4%)
Value$11.9M (-$2.3M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares125,737 from 161,854
Change-36,117 (-22%)
Value$10.3M (-$4.9M)
Filed 2026-11-02
USAdvisors Wealth Management, LLC
INCREASED
Shares114,376 from 110,675
Change+3,701 (+3%)
Value$9.3K (-$10.4M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares113,441 from 115,945
Change-2,504 (-2%)
Value$9.2M (-$1.1M)
Filed 2026-10-13
Integrated Capital Management, LLC
INCREASED
Shares112,456 from 111,269
Change+1,187 (+1%)
Value$9.2M (-$1.2M)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares97,131 from 110,840
Change-13,709 (-12%)
Value$7.9M (-$2.5M)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares95,736 from 99,037
Change-3,301 (-3%)
Value$7.8M (-$1.5M)
Filed 2026-10-30
EPG Wealth Management LLC
INCREASED
Shares90,909 from 90,058
Change+851 (+1%)
Value$7.4M (-$1.0M)
Filed 2026-11-03
Family Investment Center, Inc.
DECREASED
Shares90,037 from 110,454
Change-20,417 (-18%)
Value$7.3M (-$3.0M)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares80,381 from 78,204
Change+2,177 (+3%)
Value$6.6M (-$764.7K)
Filed 2026-10-07
Provident Wealth Management, LLC
DECREASED
Shares73,507 from 100,205
Change-26,698 (-27%)
Value$6.0M (-$3.4M)
Filed 2026-10-20
Fiduciary Alliance LLC
INCREASED
Shares72,024 from 63,961
Change+8,063 (+13%)
Value$5.9M (-$112.4K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares71,811 from 71,208
Change+603 (+1%)
Value$5.9M (-$808.9K)
Filed 2026-10-21
MFA Wealth Advisors, LLC
INCREASED
Shares70,355 from 69,658
Change+697 (+1%)
Value$5.7M (-$782.5K)
Filed 2026-10-07
IFS Advisors, LLC
NEW
Shares67,839
Change+67,839
Value$5.5M
Filed 2026-10-14
Prospera Financial Services Inc
NEW
Shares67,638
Change+67,638
Value$5.5M
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares61,399 from 59,425
Change+1,974 (+3%)
Value$5.0M (-$555.1K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares58,553 from 57,221
Change+1,332 (+2%)
Value$4.8M (-$580.8K)
Filed 2026-11-04
Global View Capital Management LLC
INCREASED
Shares54,398 from 8,103
Change+46,295 (+571%)
Value$4.4M (+$3.7M)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares48,560 from 12,555
Change+36,005 (+287%)
Value$4.0M (+$2.8M)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares48,442 from 51,051
Change-2,609 (-5%)
Value$4.0M (-$828.0K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares48,420 from 47,309
Change+1,111 (+2%)
Value$4.0M (-$479.4K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares48,282 from 48,500
Change-218 (0%)
Value$3.9M (-$602.2K)
Filed 2026-10-20
Noble Wealth Management PBC
INCREASED
Shares44,255 from 42,652
Change+1,603 (+4%)
Value$3.6M (-$383.2K)
Filed 2026-10-01
Apollon Financial, LLC
INCREASED
Shares44,140 from 34,428
Change+9,712 (+28%)
Value$3.6M (+$377.4K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares43,683 from 41,188
Change+2,495 (+6%)
Value$3.6M (-$237.3K)
Filed 2026-10-30
RFG Advisory, LLC
DECREASED
Shares41,464 from 46,421
Change-4,957 (-11%)
Value$3.4M (-$963.7K)
Filed 2026-11-03
Brown Miller Wealth Management, LLC
INCREASED
Shares39,935 from 35,367
Change+4,568 (+13%)
Value$3.3M (-$53.5K)
Filed 2026-11-02
Beacon Capital Management, Inc.
INCREASED
Shares39,434 from 238
Change+39,196 (+16469%)
Value$3.2M (+$3.2M)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares37,676 from 39,904
Change-2,228 (-6%)
Value$3.5M (-$274.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares35,916 from 34,111
Change+1,805 (+5%)
Value$2.9M (-$263.8K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares35,025 from 32,901
Change+2,124 (+6%)
Value$2.9M (-$223.1K)
Filed 2026-10-16
Plus Group Wealth Advisors LLC
NEW
Shares34,715
Change+34,715
Value$2.8M
Filed 2026-10-19
Mascagni Wealth Management, Inc.
INCREASED
Shares33,244 from 32,096
Change+1,148 (+4%)
Value$2.7M (-$293.1K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
DECREASED
Shares32,487 from 34,553
Change-2,066 (-6%)
Value$2.7M (-$584.9K)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares30,551 from 31,278
Change-727 (-2%)
Value$2.5M (-$436.2K)
Filed 2026-10-14
Colonial River Investments, LLC
INCREASED
Shares30,254 from 25,547
Change+4,707 (+18%)
Value$2.5M (+$76.1K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares26,929 from 23,374
Change+3,555 (+15%)
Value$2.1M (+$55.0K)
Filed 2026-10-27
Sowell Financial Services LLC
INCREASED
Shares26,426 from 26,233
Change+193 (+1%)
Value$2.2M (-$300.3K)
Filed 2026-10-23
Accel Wealth Management
INCREASED
Shares26,018 from 22,454
Change+3,564 (+16%)
Value$2.1M (+$20.1K)
Filed 2026-10-13
MFG Investments, LLC
NEW
Shares25,824
Change+25,824
Value$2.1M
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares24,254 from 22,889
Change+1,365 (+6%)
Value$2.0M (-$164.5K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares23,655 from 22,499
Change+1,156 (+5%)
Value$1.9M (-$176.8K)
Filed 2026-10-14
Members Wealth LLC
INCREASED
Shares23,453 from 19,639
Change+3,814 (+19%)
Value$1.9M (+$82.0K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares21,833 from 21,559
Change+274 (+1%)
Value$1.8M (-$237.5K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares21,068 from 22,030
Change-962 (-4%)
Value$1.7M (-$343.9K)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED
Shares19,748 from 77,443
Change-57,695 (-74%)
Value$1.6M (-$5.6M)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares19,533 from 21,174
Change-1,641 (-8%)
Value$1.6M (-$389.1K)
Filed 2026-10-23
Carolina Wealth Management Inc
DECREASED
Shares19,504 from 24,700
Change-5,196 (-21%)
Value$1.6M (-$721.5K)
Filed 2026-10-29
Blue Jean Financial LLC
DECREASED
Shares18,476 from 19,191
Change-715 (-4%)
Value$1.5M (-$289.6K)
Filed 2026-10-20
Well Done, LLC
NEW
Shares17,329
Change+17,329
Value$1.4M
Filed 2026-10-20
Kendall Capital Management
DECREASED
Shares16,996 from 17,000
Change-4 (0%)
Value$1.4M (-$205.2K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares16,994 from 7,984
Change+9,010 (+113%)
Value$1.4M (+$638.8K)
Filed 2026-10-28
Englebert Financial Advisers, LLC
INCREASED
Shares16,945 from 16,232
Change+713 (+4%)
Value$1.4M (-$137.5K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares16,129 from 14,983
Change+1,146 (+8%)
Value$1.3M (-$87.1K)
Filed 2026-11-05
Anson Capital, Inc.
INCREASED
Shares16,033 from 15,925
Change+108 (+1%)
Value$1.3M (-$183.1K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
NEW
Shares15,583
Change+15,583
Value$1.3M
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares15,509 from 5,220
Change+10,289 (+197%)
Value$1.3M (+$776.5K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares15,086 from 16,158
Change-1,072 (-7%)
Value$1.2M (-$282.2K)
Filed 2026-10-29
Comprehensive Wealth Management, LLC
INCREASED
Shares15,074 from 14,615
Change+459 (+3%)
Value$1.2M (-$138.7K)
Filed 2026-11-02
SFI Advisors, LLC
DECREASED
Shares14,766 from 15,838
Change-1,072 (-7%)
Value$1.2M (-$278.3K)
Filed 2026-10-30
Integrity Alliance, Llc.
INCREASED
Shares14,728 from 14,549
Change+179 (+1%)
Value$1.2M (-$160.8K)
Filed 2026-10-29
Unique Wealth, LLC
INCREASED
Shares14,311 from 11,153
Change+3,158 (+28%)
Value$1.2M (+$123.2K)
Filed 2026-10-16
Founders Financial Securities LLC
INCREASED
Shares14,189 from 14,074
Change+115 (+1%)
Value$1.2M (-$160.2K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares14,181 from 14,343
Change-162 (-1%)
Value$1.2M (-$186.0K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares13,589 from 13,031
Change+558 (+4%)
Value$1.1M (-$111.5K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares13,517 from 5,259
Change+8,258 (+157%)
Value$1.1M (+$610.3K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares13,141 from 12,678
Change+463 (+4%)
Value$1.1M (-$115.0K)
Filed 2026-10-29
Fortune Financial Group, Inc.
INCREASED
Shares12,986 from 11,603
Change+1,383 (+12%)
Value$1.1M (-$27.0K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares12,928 from 12,748
Change+180 (+1%)
Value$1.1M (-$42.0K)
Filed 2026-11-02
Providence First Trust Co
DECREASED
Shares12,605 from 24,806
Change-12,201 (-49%)
Value$1.0M (-$1.3M)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares12,457 from 12,535
Change-78 (-1%)
Value$1.0M (-$157.4K)
Filed 2026-10-16
Peterson Wealth Services
INCREASED
Shares12,175 from 11,090
Change+1,085 (+10%)
Value$993.2K (-$45.2K)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
DECREASED
Shares12,054 from 41,603
Change-29,549 (-71%)
Value$886.8K (-$3.0M)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares11,285 from 11,422
Change-137 (-1%)
Value$920.7K (-$148.8K)
Filed 2026-10-28
Southland Equity Partners LLC
INCREASED
Shares11,187 from 11,107
Change+80 (+1%)
Value$912.6K (-$127.3K)
Filed 2026-10-14
Cpwa, LLC
INCREASED
Shares11,035 from 10,732
Change+303 (+3%)
Value$897.2K (-$107.6K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares10,965 from 9,355
Change+1,610 (+17%)
Value$894.5K (+$18.6K)
Filed 2026-11-02
Alchemi Wealth, LLC
DECREASED
Shares10,587 from 10,670
Change-83 (-1%)
Value$863.7K (-$135.4K)
Filed 2026-11-04
Kozak & Associates, Inc.
DECREASED
Shares10,176 from 10,457
Change-281 (-3%)
Value$831.7K (-$129.0K)
Filed 2026-10-29
Cornerstone Planning Group LLC
INCREASED
Shares9,419 from 9,247
Change+172 (+2%)
Value$770.0K (-$46.4K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares9,417
Change+9,417
Value$768.3K
Filed 2026-10-28
Wealthcare Capital Management LLC
INCREASED
Shares9,369 from 4,085
Change+5,284 (+129%)
Value$764.3K (+$381.8K)
Filed 2026-10-21
Investmark Advisory Group LLC
INCREASED
Shares9,294 from 8,896
Change+398 (+4%)
Value$758.3K (-$74.6K)
Filed 2026-10-27
Northwest Wealth Advisors, LLC
INCREASED
Shares8,992 from 6,317
Change+2,675 (+42%)
Value$733.5K (+$142.1K)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares8,745 from 8,745
Change0 (0%)
Value$713.4K (-$105.4K)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares8,647 from 8,616
Change+31 (+0%)
Value$705.4K (-$101.3K)
Filed 2026-10-13
Trust Co of Toledo NA
DECREASED
Shares8,184 from 8,909
Change-725 (-8%)
Value$667.7K (-$166.5K)
Filed 2026-10-16
Bellecapital International Ltd.
DECREASED
Shares7,911 from 9,545
Change-1,634 (-17%)
Value$645.4K (-$248.3K)
Filed 2026-10-21
Solutions 4 Wealth, Ltd
INCREASED
Shares7,707 from 7,610
Change+97 (+1%)
Value$628.8K (-$83.8K)
Filed 2026-11-03
James Investment Research, Inc.
INCREASED
Shares7,670 from 7,463
Change+207 (+3%)
Value$625.7K (-$73.0K)
Filed 2026-10-22
Everest Financial Group LLC
INCREASED
Shares7,387 from 2,137
Change+5,250 (+246%)
Value$602.6K (+$402.5K)
Filed 2026-11-06
Sculati Wealth Management, LLC
DECREASED
Shares7,149 from 7,222
Change-73 (-1%)
Value$581.2K (-$52.5K)
Filed 2026-10-19
Nestegg Advisors, Inc.
INCREASED
Shares6,375 from 2,740
Change+3,635 (+133%)
Value$520.0K (+$263.5K)
Filed 2026-10-21
Intrua Financial, LLC
INCREASED
Shares6,040 from 5,990
Change+50 (+1%)
Value$492.8K (-$68.1K)
Filed 2026-10-28
Trilogy Capital Inc.
DECREASED
Shares5,993 from 6,001
Change-8 (0%)
Value$488.9K (-$73.0K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,802 from 5,678
Change+124 (+2%)
Value$473.4K (-$58.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares5,510 from 2,905
Change+2,605 (+90%)
Value$449.5K (+$177.5K)
Filed 2026-10-08
Aviance Capital Partners, LLC
UNCHANGED
Shares5,187 from 5,187
Change0 (0%)
Value$423.2K (-$62.5K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
INCREASED
Shares5,043 from 2,713
Change+2,330 (+86%)
Value$411.4K (+$157.9K)
Filed 2026-10-22
Carlson Financial, Inc.
INCREASED
Shares5,030 from 4,650
Change+380 (+8%)
Value$410.4K (-$25.8K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares5,029 from 4,962
Change+67 (+1%)
Value$410.3K (-$54.3K)
Filed 2026-10-08
Westco Advisory Services Inc
INCREASED
Shares4,927 from 4,674
Change+253 (+5%)
Value$401.9K (-$35.7K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
DECREASED
Shares4,353 from 4,532
Change-179 (-4%)
Value$355.1K (-$69.2K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
UNCHANGED
Shares4,291 from 4,291
Change0 (0%)
Value$350.1K (-$25.2K)
Filed 2026-10-20
Capital Square, LLC
INCREASED
Shares3,841 from 3,719
Change+122 (+3%)
Value$313.4K (-$18.1K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
UNCHANGED
Shares3,835 from 3,835
Change0 (0%)
Value$312.9K (-$46.2K)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
UNCHANGED
Shares3,760 from 3,760
Change0 (0%)
Value$306.7K (-$45.3K)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares3,348
Change+3,348
Value$276
Filed 2026-10-02
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$253.7K (-$37.5K)
Filed 2026-11-02
Caldwell Trust Co
NEW
Shares3,005
Change+3,005
Value$245.1K
Filed 2026-10-30
Destiny Wealth Partners, LLC
NEW
Shares2,961
Change+2,961
Value$237.9K
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares2,957 from 2,506
Change+451 (+18%)
Value$241.2K (+$6.6K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED
Shares2,954 from 3,785
Change-831 (-22%)
Value$241.0K (-$113.4K)
Filed 2026-10-23
Silverlake Wealth Management LLC
UNCHANGED
Shares2,781 from 2,781
Change0 (0%)
Value$226.9K (-$33.5K)
Filed 2026-10-21
Urban Wealth Management, LLC
INCREASED
Shares2,666 from 2,346
Change+320 (+14%)
Value$217.5K (-$2.2K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares2,640 from 2,695
Change-55 (-2%)
Value$215.4K (-$36.9K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares2,490 from 2,149
Change+341 (+16%)
Value$203.1K (+$1.9K)
Filed 2026-11-05
MY Wealth Management Inc.
UNCHANGED
Shares2,453 from 2,453
Change0 (0%)
Value$200.1K (-$29.6K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares2,050 from 1,526
Change+524 (+34%)
Value$167.2K (+$24.4K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares1,797 from 1,131
Change+666 (+59%)
Value$146.6K (+$40.7K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares1,703 from 1,705
Change-2 (0%)
Value$139.0K (-$20.7K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares1,696 from 1,693
Change+3 (+0%)
Value$138.3K (-$20.2K)
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares1,632 from 1,208
Change+424 (+35%)
Value$133.2K (+$20.1K)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares1,588 from 1,623
Change-35 (-2%)
Value$129.5K (-$22.4K)
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$124.9K (-$18.4K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$112.7K (-$16.7K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares1,111 from 640
Change+471 (+74%)
Value$90.6K (+$30.7K)
Filed 2026-10-30
Mather Group, Llc.
NEW
Shares973
Change+973
Value$79.4K
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED
Shares942 from 1,045
Change-103 (-10%)
Value$76.8K (-$21.0K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$60.5K (-$8.9K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
INCREASED
Shares712 from 711
Change+1 (+0%)
Value$58.1K (-$8.5K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares611 from 610
Change+1 (+0%)
Value$49.8K (-$7.3K)
Filed 2026-10-27
Oakworth Capital, Inc.
NEW
Shares600
Change+600
Value$48.9K
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$48.9K (-$7.2K)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares588 from 343
Change+245 (+71%)
Value$48.0K (+$15.9K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$13.0K (-$2.0K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED
Shares481 from 2,317
Change-1,836 (-79%)
Value$39.3K (-$177.7K)
Filed 2026-10-27
Planning Strategies Inc.
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$38.4K (-$5.7K)
Filed 2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$31.2K (-$4.6K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$27.7K (-$4.1K)
Filed 2026-11-04
Asset Dedication, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$27.7K (-$4.0K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$22.4K (-$3.3K)
Filed 2026-11-05
Toth Financial Advisory Corp
NEW
Shares240
Change+240
Value$19.6K
Filed 2026-10-08
Hoey Investments, Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$19.0K (-$2.8K)
Filed 2026-10-29
Godsey & Gibb, Inc
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$10.3K (-$1.5K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$10.1K (-$1.5K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
NEW
Shares120
Change+120
Value$9.8K
Filed 2026-10-29
Y.D. More Investments Ltd
NEW
Shares104
Change+104
Value$8.5K
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$8.3K (-$1.2K)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$7.9K (-$1.2K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares93
Change+93
Value$7.6K
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares81 from 59
Change+22 (+37%)
Value$6.6K (+$1.1K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares63
Change+63
Value$5.2K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.0K (-$591)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares44 from 40
Change+4 (+10%)
Value$3.6K (-$155)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.0K (-$301)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
NEW
Shares22
Change+22
Value$1.8K
Filed 2026-10-30
Trust Co
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.6K (-$229)
Filed 2026-10-09
Inscription Capital, LLC
CLOSED
Shares0 from 15,572
Change-15,572 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 12,839
Change-12,839 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-14
BNB Wealth Management, LLC
CLOSED
Shares0 from 12,569
Change-12,569 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,996
Change-2,996 (-100%)
Value$0 (-$280.5K)
Filed 2026-10-23
Abel Hall, LLC
CLOSED
Shares0 from 2,447
Change-2,447 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-19
ADG Wealth Management Group, LLC
CLOSED
Shares0 from 2,317
Change-2,317 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-23
Guardian Asset Advisors, LLC
CLOSED
Shares0 from 2,222
Change-2,222 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,753
Change-1,753 (-100%)
Value$0 (-$164.1K)
Filed 2026-10-13
Key Capital Management, Inc
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-02
Sims Investment Management, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-13
LPL Financial LLC
N/A
Shares— from 2,543,390
Change-2,543,390 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,064,849
Change-2,064,849 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,785,627
Change-1,785,627 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,695,098
Change-1,695,098 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,132,140
Change-1,132,140 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 928,275
Change-928,275 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 927,946
Change-927,946 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 826,186
Change-826,186 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 723,942
Change-723,942 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 525,103
Change-525,103 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 333,599
Change-333,599 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 312,119
Change-312,119 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 309,168
Change-309,168 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 265,499
Change-265,499 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 263,205
Change-263,205 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 210,637
Change-210,637 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 162,027
Change-162,027 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 135,692
Change-135,692 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 130,561
Change-130,561 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 122,014
Change-122,014 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 120,337
Change-120,337 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 120,231
Change-120,231 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 111,950
Change-111,950 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,491
Change-111,491 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 105,608
Change-105,608 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 95,481
Change-95,481 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 92,868
Change-92,868 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 84,404
Change-84,404 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 79,618
Change-79,618 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 77,279
Change-77,279 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 74,319
Change-74,319 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 70,247
Change-70,247 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 66,006
Change-66,006 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 63,567
Change-63,567 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 62,457
Change-62,457 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 61,072
Change-61,072 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 55,243
Change-55,243 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 50,403
Change-50,403 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 45,532
Change-45,532 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 43,016
Change-43,016 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 40,436
Change-40,436 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 36,585
Change-36,585 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 35,405
Change-35,405 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,144
Change-34,144 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 33,843
Change-33,843 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 33,069
Change-33,069 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 31,122
Change-31,122 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 30,300
Change-30,300 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 29,830
Change-29,830 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 29,468
Change-29,468 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 28,043
Change-28,043 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,978
Change-27,978 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 27,218
Change-27,218 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 27,167
Change-27,167 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 25,826
Change-25,826 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,659
Change-25,659 (-100%)
Value—
&partners
N/A
Shares— from 25,411
Change-25,411 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 24,849
Change-24,849 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 24,577
Change-24,577 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,136
Change-24,136 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 22,473
Change-22,473 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 22,443
Change-22,443 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 22,216
Change-22,216 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 22,162
Change-22,162 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,359
Change-20,359 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 20,296
Change-20,296 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 19,714
Change-19,714 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,774
Change-17,774 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 17,299
Change-17,299 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,953
Change-16,953 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 14,432
Change-14,432 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,060
Change-14,060 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,876
Change-12,876 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,315
Change-12,315 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 12,224
Change-12,224 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 12,071
Change-12,071 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,895
Change-11,895 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 11,866
Change-11,866 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,720
Change-11,720 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 10,476
Change-10,476 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,442
Change-10,442 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,686
Change-9,686 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,366
Change-8,366 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,671
Change-7,671 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,304
Change-7,304 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Natixis
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
American Trust
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 680
Change-680 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 130
Change-130 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 92
Change-92 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 71
Change-71 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 55
Change-55 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Apollon Wealth Management, LLC
INCREASED646,349554,308+92,041+17%$51.9M$52.7M+$829.4K2026-10-23
Gratus Wealth Advisors, LLC
INCREASED531,647527,440+4,207+1%$49.4M$43.4M-$6.0M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED280,503369,666-89,163-24%$34.6M$22.9M-$11.7M2026-11-02
Focus Financial Network, Inc.
INCREASED222,313220,755+1,558+1%$20.7M$18.1M-$2.5M2026-10-14
Thrivent Financial for Lutherans
INCREASED218,227213,161+5,066+2%$20.0M$17.8M-$2.2M2026-11-05
Armbruster Capital Management, Inc.
DECREASED197,995198,166-1710%$18.6M$16.2M-$2.4M2026-10-19
Markowski Investments
DECREASED195,091195,594-5030%$18.3M$15.9M-$2.4M2026-10-30
Sound Income Strategies, LLC
INCREASED191,886175,245+16,641+10%$16.4M$15.6M-$809.7K2026-10-09
Seros Financial, LLC
INCREASED188,783174,671+14,112+8%$16.4M$15.4M-$953.5K2026-10-21
Clark Wealth Partners
INCREASED182,458179,445+3,013+2%$16.8M$14.9M-$1.9M2026-10-19
NBZ Investment Advisors LLC
INCREASED181,949178,992+2,957+2%$16.8M$14.8M-$1.9M2026-10-30
Meridian Wealth Management, LLC
INCREASED147,539142,592+4,947+3%$13.4M$12.0M-$1.3M2026-11-05
Financial Partners Group, Inc
DECREASED145,339151,054-5,715-4%$14.1M$11.9M-$2.3M2026-10-19
Commonwealth Equity Services, LLC
DECREASED125,737161,854-36,117-22%$15.2M$10.3M-$4.9M2026-11-02
USAdvisors Wealth Management, LLC
INCREASED114,376110,675+3,701+3%$10.4M$9.3K-$10.4M2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED113,441115,945-2,504-2%$10.3M$9.2M-$1.1M2026-10-13
Integrated Capital Management, LLC
INCREASED112,456111,269+1,187+1%$10.4M$9.2M-$1.2M2026-10-23
VestGen Advisors, LLC
DECREASED97,131110,840-13,709-12%$10.4M$7.9M-$2.5M2026-10-27
Truist Financial Corp
DECREASED95,73699,037-3,301-3%$9.3M$7.8M-$1.5M2026-10-30
EPG Wealth Management LLC
INCREASED90,90990,058+851+1%$8.4M$7.4M-$1.0M2026-11-03
Family Investment Center, Inc.
DECREASED90,037110,454-20,417-18%$10.3M$7.3M-$3.0M2026-10-19
Cooper Financial Group
INCREASED80,38178,204+2,177+3%$7.3M$6.6M-$764.7K2026-10-07
Provident Wealth Management, LLC
DECREASED73,507100,205-26,698-27%$9.4M$6.0M-$3.4M2026-10-20
Fiduciary Alliance LLC
INCREASED72,02463,961+8,063+13%$6.0M$5.9M-$112.4K2026-10-13
Fifth Third Securities, Inc.
INCREASED71,81171,208+603+1%$6.7M$5.9M-$808.9K2026-10-21
MFA Wealth Advisors, LLC
INCREASED70,35569,658+697+1%$6.5M$5.7M-$782.5K2026-10-07
IFS Advisors, LLC
NEW67,839—+67,839——$5.5M—2026-10-14
Prospera Financial Services Inc
NEW67,638—+67,638——$5.5M—2026-11-04
Atria Investments, Inc
INCREASED61,39959,425+1,974+3%$5.6M$5.0M-$555.1K2026-10-15
Citigroup Inc
INCREASED58,55357,221+1,332+2%$5.4M$4.8M-$580.8K2026-11-04
Global View Capital Management LLC
INCREASED54,3988,103+46,295+571%$758.7K$4.4M+$3.7M2026-10-28
Moneco Advisors, LLC
INCREASED48,56012,555+36,005+287%$1.2M$4.0M+$2.8M2026-11-05
Retirement Planning Group, LLC
DECREASED48,44251,051-2,609-5%$4.8M$4.0M-$828.0K2026-10-19
Titleist Asset Management, LLC
INCREASED48,42047,309+1,111+2%$4.4M$4.0M-$479.4K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED48,28248,500-2180%$4.5M$3.9M-$602.2K2026-10-20
Noble Wealth Management PBC
INCREASED44,25542,652+1,603+4%$4.0M$3.6M-$383.2K2026-10-01
Apollon Financial, LLC
INCREASED44,14034,428+9,712+28%$3.2M$3.6M+$377.4K2026-10-23
Compass Financial Management LLC
INCREASED43,68341,188+2,495+6%$3.8M$3.6M-$237.3K2026-10-30
RFG Advisory, LLC
DECREASED41,46446,421-4,957-11%$4.3M$3.4M-$963.7K2026-11-03
Brown Miller Wealth Management, LLC
INCREASED39,93535,367+4,568+13%$3.3M$3.3M-$53.5K2026-11-02
Beacon Capital Management, Inc.
INCREASED39,434238+39,196+16469%$22.3K$3.2M+$3.2M2026-10-13
JBR Co Financial Management Inc
DECREASED37,67639,904-2,228-6%$3.7M$3.5M-$274.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED35,91634,111+1,805+5%$3.2M$2.9M-$263.8K2026-11-02
PFG Advisors
INCREASED35,02532,901+2,124+6%$3.1M$2.9M-$223.1K2026-10-16
Plus Group Wealth Advisors LLC
NEW34,715—+34,715——$2.8M—2026-10-19
Mascagni Wealth Management, Inc.
INCREASED33,24432,096+1,148+4%$3.0M$2.7M-$293.1K2026-10-23
Paragon Private Wealth Management, LLC
DECREASED32,48734,553-2,066-6%$3.2M$2.7M-$584.9K2026-10-20
Capital Investment Counsel, LLC
DECREASED30,55131,278-727-2%$2.9M$2.5M-$436.2K2026-10-14
Colonial River Investments, LLC
INCREASED30,25425,547+4,707+18%$2.4M$2.5M+$76.1K2026-10-19
Chicago Partners Investment Group LLC
INCREASED26,92923,374+3,555+15%$2.1M$2.1M+$55.0K2026-10-27
Sowell Financial Services LLC
INCREASED26,42626,233+193+1%$2.5M$2.2M-$300.3K2026-10-23
Accel Wealth Management
INCREASED26,01822,454+3,564+16%$2.1M$2.1M+$20.1K2026-10-13
MFG Investments, LLC
NEW25,824—+25,824——$2.1M—2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED24,25422,889+1,365+6%$2.1M$2.0M-$164.5K2026-10-23
Lodestone Wealth Management LLC
INCREASED23,65522,499+1,156+5%$2.1M$1.9M-$176.8K2026-10-14
Members Wealth LLC
INCREASED23,45319,639+3,814+19%$1.8M$1.9M+$82.0K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED21,83321,559+274+1%$2.0M$1.8M-$237.5K2026-10-13
Oppenheimer & Co Inc
DECREASED21,06822,030-962-4%$2.1M$1.7M-$343.9K2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED19,74877,443-57,695-74%$7.3M$1.6M-$5.6M2026-10-14
Sigma Planning Corp
DECREASED19,53321,174-1,641-8%$2.0M$1.6M-$389.1K2026-10-23
Carolina Wealth Management Inc
DECREASED19,50424,700-5,196-21%$2.3M$1.6M-$721.5K2026-10-29
Blue Jean Financial LLC
DECREASED18,47619,191-715-4%$1.8M$1.5M-$289.6K2026-10-20
Well Done, LLC
NEW17,329—+17,329——$1.4M—2026-10-20
Kendall Capital Management
DECREASED16,99617,000-40%$1.6M$1.4M-$205.2K2026-10-23
Clear Creek Financial Management, LLC
INCREASED16,9947,984+9,010+113%$747.5K$1.4M+$638.8K2026-10-28
Englebert Financial Advisers, LLC
INCREASED16,94516,232+713+4%$1.5M$1.4M-$137.5K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED16,12914,983+1,146+8%$1.4M$1.3M-$87.1K2026-11-05
Anson Capital, Inc.
INCREASED16,03315,925+108+1%$1.5M$1.3M-$183.1K2026-10-23
Elevation Point Wealth Partners, LLC
NEW15,583—+15,583——$1.3M—2026-11-05
Bank of New York Mellon Corp
INCREASED15,5095,220+10,289+197%$488.8K$1.3M+$776.5K2026-11-05
Vise Technologies, Inc.
DECREASED15,08616,158-1,072-7%$1.5M$1.2M-$282.2K2026-10-29
Comprehensive Wealth Management, LLC
INCREASED15,07414,615+459+3%$1.4M$1.2M-$138.7K2026-11-02
SFI Advisors, LLC
DECREASED14,76615,838-1,072-7%$1.5M$1.2M-$278.3K2026-10-30
Integrity Alliance, Llc.
INCREASED14,72814,549+179+1%$1.4M$1.2M-$160.8K2026-10-29
Unique Wealth, LLC
INCREASED14,31111,153+3,158+28%$1.0M$1.2M+$123.2K2026-10-16
Founders Financial Securities LLC
INCREASED14,18914,074+115+1%$1.3M$1.2M-$160.2K2026-10-28
Fifth Third Bancorp
DECREASED14,18114,343-162-1%$1.3M$1.2M-$186.0K2026-11-05
Breakwater Capital Group
INCREASED13,58913,031+558+4%$1.2M$1.1M-$111.5K2026-10-09
Signal Advisors Wealth, LLC
INCREASED13,5175,259+8,258+157%$492.4K$1.1M+$610.3K2026-10-13
Signature Equity Partners, LLC
INCREASED13,14112,678+463+4%$1.2M$1.1M-$115.0K2026-10-29
Fortune Financial Group, Inc.
INCREASED12,98611,603+1,383+12%$1.1M$1.1M-$27.0K2026-10-22
Sovran Advisors, LLC
INCREASED12,92812,748+180+1%$1.1M$1.1M-$42.0K2026-11-02
Providence First Trust Co
DECREASED12,60524,806-12,201-49%$2.3M$1.0M-$1.3M2026-11-02
IFP Advisors, Inc
DECREASED12,45712,535-78-1%$1.2M$1.0M-$157.4K2026-10-16
Peterson Wealth Services
INCREASED12,17511,090+1,085+10%$1.0M$993.2K-$45.2K2026-10-26
Capstone Wealth Management Group, LLC
DECREASED12,05441,603-29,549-71%$3.9M$886.8K-$3.0M2026-11-05
MGO One Seven LLC
DECREASED11,28511,422-137-1%$1.1M$920.7K-$148.8K2026-10-28
Southland Equity Partners LLC
INCREASED11,18711,107+80+1%$1.0M$912.6K-$127.3K2026-10-14
Cpwa, LLC
INCREASED11,03510,732+303+3%$1.0M$897.2K-$107.6K2026-11-04
Creative Planning
INCREASED10,9659,355+1,610+17%$875.9K$894.5K+$18.6K2026-11-02
Alchemi Wealth, LLC
DECREASED10,58710,670-83-1%$999.2K$863.7K-$135.4K2026-11-04
Kozak & Associates, Inc.
DECREASED10,17610,457-281-3%$960.7K$831.7K-$129.0K2026-10-29
Cornerstone Planning Group LLC
INCREASED9,4199,247+172+2%$816.4K$770.0K-$46.4K2026-10-16
Partners Wealth Management, LLC
NEW9,417—+9,417——$768.3K—2026-10-28
Wealthcare Capital Management LLC
INCREASED9,3694,085+5,284+129%$382.5K$764.3K+$381.8K2026-10-21
Investmark Advisory Group LLC
INCREASED9,2948,896+398+4%$832.9K$758.3K-$74.6K2026-10-27
Northwest Wealth Advisors, LLC
INCREASED8,9926,317+2,675+42%$591.5K$733.5K+$142.1K2026-11-02
Total Clarity Wealth Management, Inc.
UNCHANGED8,7458,74500%$818.8K$713.4K-$105.4K2026-10-26
Independent Financial Group, LLC
INCREASED8,6478,616+31+0%$806.8K$705.4K-$101.3K2026-10-13
Trust Co of Toledo NA
DECREASED8,1848,909-725-8%$834.2K$667.7K-$166.5K2026-10-16
Bellecapital International Ltd.
DECREASED7,9119,545-1,634-17%$893.7K$645.4K-$248.3K2026-10-21
Solutions 4 Wealth, Ltd
INCREASED7,7077,610+97+1%$712.6K$628.8K-$83.8K2026-11-03
James Investment Research, Inc.
INCREASED7,6707,463+207+3%$698.8K$625.7K-$73.0K2026-10-22
Everest Financial Group LLC
INCREASED7,3872,137+5,250+246%$200.1K$602.6K+$402.5K2026-11-06
Sculati Wealth Management, LLC
DECREASED7,1497,222-73-1%$633.8K$581.2K-$52.5K2026-10-19
Nestegg Advisors, Inc.
INCREASED6,3752,740+3,635+133%$256.6K$520.0K+$263.5K2026-10-21
Intrua Financial, LLC
INCREASED6,0405,990+50+1%$560.9K$492.8K-$68.1K2026-10-28
Trilogy Capital Inc.
DECREASED5,9936,001-80%$561.9K$488.9K-$73.0K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED5,8025,678+124+2%$531.7K$473.4K-$58.3K2026-10-13
Farther Finance Advisors, LLC
INCREASED5,5102,905+2,605+90%$272.0K$449.5K+$177.5K2026-10-08
Aviance Capital Partners, LLC
UNCHANGED5,1875,18700%$485.7K$423.2K-$62.5K2026-10-29
Sagespring Wealth Partners, LLC
INCREASED5,0432,713+2,330+86%$253.5K$411.4K+$157.9K2026-10-22
Carlson Financial, Inc.
INCREASED5,0304,650+380+8%$436.2K$410.4K-$25.8K2026-11-05
CoreCap Advisors, LLC
INCREASED5,0294,962+67+1%$464.6K$410.3K-$54.3K2026-10-08
Westco Advisory Services Inc
INCREASED4,9274,674+253+5%$437.6K$401.9K-$35.7K2026-10-14
AlphaStar Capital Management, LLC
DECREASED4,3534,532-179-4%$424.3K$355.1K-$69.2K2026-10-16
Mayfair Advisory Group, LLC
UNCHANGED4,2914,29100%$375.2K$350.1K-$25.2K2026-10-20
Capital Square, LLC
INCREASED3,8413,719+122+3%$331.5K$313.4K-$18.1K2026-10-19
D'Orazio & Associates, Inc.
UNCHANGED3,8353,83500%$359.1K$312.9K-$46.2K2026-11-04
Discipline Wealth Solutions, LLC
UNCHANGED3,7603,76000%$352.0K$306.7K-$45.3K2026-10-14
Polaris Financial Partners
NEW3,348—+3,348——$276—2026-10-02
Ullmann Wealth Partners Group, LLC
UNCHANGED3,1103,11000%$291.2K$253.7K-$37.5K2026-11-02
Caldwell Trust Co
NEW3,005—+3,005——$245.1K—2026-10-30
Destiny Wealth Partners, LLC
NEW2,961—+2,961——$237.9K—2026-11-05
Jacobi Capital Management LLC
INCREASED2,9572,506+451+18%$234.7K$241.2K+$6.6K2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED2,9543,785-831-22%$354.4K$241.0K-$113.4K2026-10-23
Silverlake Wealth Management LLC
UNCHANGED2,7812,78100%$260.4K$226.9K-$33.5K2026-10-21
Urban Wealth Management, LLC
INCREASED2,6662,346+320+14%$219.7K$217.5K-$2.2K2026-10-21
Perigon Wealth Management, LLC
DECREASED2,6402,695-55-2%$252.3K$215.4K-$36.9K2026-10-22
Rossby Financial, LCC
INCREASED2,4902,149+341+16%$201.2K$203.1K+$1.9K2026-11-05
MY Wealth Management Inc.
UNCHANGED2,4532,45300%$229.7K$200.1K-$29.6K2026-10-21
Private Trust Co NA
INCREASED2,0501,526+524+34%$142.9K$167.2K+$24.4K2026-10-20
Register Financial Advisors LLC
INCREASED1,7971,131+666+59%$105.9K$146.6K+$40.7K2026-10-23
Cape Investment Advisory, Inc.
DECREASED1,7031,705-20%$159.6K$139.0K-$20.7K2026-10-13
Cullen T Bankers, Inc.
INCREASED1,6961,693+3+0%$158.5K$138.3K-$20.2K2026-10-28
Lanark Financial, Inc.
INCREASED1,6321,208+424+35%$113.1K$133.2K+$20.1K2026-10-26
Assetmark, Inc
DECREASED1,5881,623-35-2%$152.0K$129.5K-$22.4K2026-10-21
Valley National Advisers Inc
UNCHANGED1,5311,53100%$143.3K$124.9K-$18.4K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED1,3821,38200%$129.4K$112.7K-$16.7K2026-11-02
Spire Wealth Management
INCREASED1,111640+471+74%$59.9K$90.6K+$30.7K2026-10-30
Mather Group, Llc.
NEW973—+973——$79.4K—2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED9421,045-103-10%$97.9K$76.8K-$21.0K2026-10-26
US Bancorp \de\
UNCHANGED74274200%$69.5K$60.5K-$8.9K2026-11-05
Harbor Asset Planning, Inc.
INCREASED712711+1+0%$66.5K$58.1K-$8.5K2026-10-23
Parkside Financial Bank & Trust
INCREASED611610+1+0%$57.1K$49.8K-$7.3K2026-10-27
Oakworth Capital, Inc.
NEW600—+600——$48.9K—2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED60060000%$56.2K$48.9K-$7.2K2026-10-13
Golden State Wealth Management, LLC
INCREASED588343+245+71%$32.2K$48.0K+$15.9K2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED53553500%$15.0K$13.0K-$2.0K2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED4812,317-1,836-79%$216.9K$39.3K-$177.7K2026-10-27
Planning Strategies Inc.
UNCHANGED47147100%$44.1K$38.4K-$5.7K2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED38338300%$35.9K$31.2K-$4.6K2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED34034000%$31.8K$27.7K-$4.1K2026-11-04
Asset Dedication, LLC
UNCHANGED33933900%$31.7K$27.7K-$4.0K2026-11-03
Archer Investment Corp
UNCHANGED27427400%$25.7K$22.4K-$3.3K2026-11-05
Toth Financial Advisory Corp
NEW240—+240——$19.6K—2026-10-08
Hoey Investments, Inc
UNCHANGED23323300%$21.8K$19.0K-$2.8K2026-10-29
Godsey & Gibb, Inc
UNCHANGED12612600%$11.8K$10.3K-$1.5K2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED12412400%$11.6K$10.1K-$1.5K2026-10-21
Blue Bell Private Wealth Management, LLC
NEW120—+120——$9.8K—2026-10-29
Y.D. More Investments Ltd
NEW104—+104——$8.5K—2026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED10210200%$9.6K$8.3K-$1.2K2026-11-03
Abound Wealth Management
UNCHANGED979700%$9.1K$7.9K-$1.2K2026-10-26
Root Financial Partners, LLC
NEW93—+93——$7.6K—2026-10-21
Signaturefd, LLC
INCREASED8159+22+37%$5.5K$6.6K+$1.1K2026-10-23
Latitude Advisors, LLC
NEW63—+63——$5.2K—2026-10-27
Parallel Advisors, LLC
UNCHANGED494900%$4.6K$4.0K-$5912026-11-03
Silver Grove Financial Group, Inc.
INCREASED4440+4+10%$3.7K$3.6K-$1552026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED252500%$2.3K$2.0K-$3012026-11-02
Capital Investment Advisory Services, LLC
NEW22—+22——$1.8K—2026-10-30
Trust Co
UNCHANGED191900%$1.8K$1.6K-$2292026-10-09
Inscription Capital, LLC
CLOSED015,572-15,572-100%$1.5M$0-$1.5M2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED012,839-12,839-100%$2.7M$0-$2.7M2026-10-14
BNB Wealth Management, LLC
CLOSED012,569-12,569-100%$1.2M$0-$1.2M2026-10-28
Simplicity Wealth,LLC
CLOSED02,996-2,996-100%$280.5K$0-$280.5K2026-10-23
Abel Hall, LLC
CLOSED02,447-2,447-100%$229.1K$0-$229.1K2026-10-19
ADG Wealth Management Group, LLC
CLOSED02,317-2,317-100%$216.9K$0-$216.9K2026-10-23
Guardian Asset Advisors, LLC
CLOSED02,222-2,222-100%$208.1K$0-$208.1K2026-10-16
Salem Investment Counselors Inc
CLOSED01,753-1,753-100%$164.1K$0-$164.1K2026-10-13
Key Capital Management, Inc
CLOSED068-68-100%$6.4K$0-$6.4K2026-11-03
International Assets Investment Management, LLC
CLOSED050-50-100%$4.6K$0-$4.6K2026-11-02
Sims Investment Management, LLC
CLOSED047-47-100%$4.4K$0-$4.4K2026-10-13
LPL Financial LLC
N/A—2,543,390-2,543,390-100%$238.1M———
Osaic Holdings, Inc.
N/A—2,064,849-2,064,849-100%$193.4M———
Envestnet Asset Management Inc
N/A—1,785,627-1,785,627-100%$167.2M———
Raymond James Financial Inc
N/A—1,695,098-1,695,098-100%$158.7M———
Morgan Stanley
N/A—1,132,140-1,132,140-100%$106.0M———
Wells Fargo & Company
N/A—928,275-928,275-100%$86.9M———
Cetera Investment Advisers
N/A—927,946-927,946-100%$86.9M———
Bank of America Corp
N/A—826,186-826,186-100%$77.4M———
Northwestern Mutual Wealth Management Co
N/A—723,942-723,942-100%$67.8M———
Jones Financial Companies Lllp
N/A—525,103-525,103-100%$47.8M———
Private Advisor Group, LLC
N/A—333,599-333,599-100%$31.2M———
HighTower Advisors, LLC
N/A—312,119-312,119-100%$29.2M———
River Wealth Advisors LLC
N/A—309,168-309,168-100%$28.9M———
Janney Montgomery Scott LLC
N/A—265,499-265,499-100%$24.9M———
Stifel Financial Corp
N/A—263,205-263,205-100%$24.6M———
Modern Wealth Management, LLC
N/A—210,637-210,637-100%$19.7M———
MML Investors Services, LLC
N/A—162,027-162,027-100%$15.2M———
Insigneo Advisory Services, LLC
N/A—135,692-135,692-100%$12.7M———
Great Valley Advisor Group, Inc.
N/A—130,561-130,561-100%$12.2M———
Envestnet Portfolio Solutions, Inc.
N/A—122,014-122,014-100%$11.4M———
Sequoia Financial Advisors, LLC
N/A—120,337-120,337-100%$11.3M———
Savvy Advisors, Inc.
N/A—120,231-120,231-100%$11.3M———
BNP Paribas Financial Markets
N/A—111,950-111,950-100%$10.5M———
Royal Bank of Canada
N/A—111,491-111,491-100%$10.4M———
Kingsview Wealth Management, LLC
N/A—105,608-105,608-100%$9.9M———
Arkadios Wealth Advisors
N/A—95,481-95,481-100%$8.9M———
Snowden Capital Advisors LLC
N/A—92,868-92,868-100%$8.7M———
Sanctuary Advisors, LLC
N/A—84,404-84,404-100%$7.9M———
Prostatis Group LLC
N/A—79,618-79,618-100%$7.5M———
Anderson Financial Strategies, LLC
N/A—77,279-77,279-100%$6.7M———
Geneos Wealth Management Inc.
N/A—74,319-74,319-100%$7.0M———
Kinetic Wealth Investment Advisors LLC
N/A—70,247-70,247-100%$6.6M———
Thoroughbred Financial Services, LLC
N/A—66,006-66,006-100%$6.2M———
Theory Financial LLC
N/A—63,567-63,567-100%$6.0M———
Beacon Pointe Advisors, LLC
N/A—62,457-62,457-100%$5.8M———
Seaview Investment Managers LLC
N/A—61,072-61,072-100%$5.7M———
Nvest Financial, LLC
N/A—55,243-55,243-100%$5.2M———
ArborFi Advisors, LLC
N/A—50,403-50,403-100%$4.7M———
Financial Freedom, LLC
N/A—45,532-45,532-100%$4.3M———
Oxford Wealth Group, LLC
N/A—43,016-43,016-100%$4.0M———
Belpointe Asset Management LLC
N/A—40,436-40,436-100%$3.8M———
AE Wealth Management LLC
N/A—36,585-36,585-100%$3.4M———
Fortis Capital Advisors, LLC
N/A—35,405-35,405-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—34,144-34,144-100%$3.2M———
Perspective Wealth Advisors LLC
N/A—33,843-33,843-100%$3.2M———
Waverly Advisors, LLC
N/A—33,069-33,069-100%$3.1M———
NewEdge Advisors, LLC
N/A—31,122-31,122-100%$2.9M———
New Insight Wealth Advisors
N/A—30,300-30,300-100%$2.8M———
Perennial Investment Advisors, LLC
N/A—29,830-29,830-100%$2.8M———
Tolleson Wealth Management, Inc.
N/A—29,468-29,468-100%$2.8M———
Ausdal Financial Partners, Inc.
N/A—28,043-28,043-100%$2.6M———
Natixis Advisors, LLC
N/A—27,978-27,978-100%$2.6M———
Greenline Wealth Management LLC
N/A—27,218-27,218-100%$2.5M———
Concorde Asset Management, LLC
N/A—27,167-27,167-100%$2.5M———
Merit Financial Group, LLC
N/A—25,826-25,826-100%$2.4M———
Principal Securities, Inc.
N/A—25,659-25,659-100%$2.4M———
&partners
N/A—25,411-25,411-100%$2.4M———
Marshall Investment Management, LLC
N/A—24,849-24,849-100%$2.3M———
Argent Trust Co
N/A—24,577-24,577-100%$2.3M———
Equitable Holdings, Inc.
N/A—24,136-24,136-100%$2.3M———
Per Stirling Capital Management, Llc.
N/A—22,473-22,473-100%$2.1M———
Nova Wealth Management, Inc.
N/A—22,443-22,443-100%$2.1M———
Aldebaran Financial Inc.
N/A—22,216-22,216-100%$2.1M———
Johnson Investment Counsel Inc
N/A—22,162-22,162-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—20,359-20,359-100%$1.9M———
Institute for Wealth Management, Llc.
N/A—20,296-20,296-100%$1.9M———
Astoria Portfolio Advisors Llc.
N/A—19,714-19,714-100%$1.8M———
Orion Porfolio Solutions, LLC
N/A—17,774-17,774-100%$1.7M———
Goldman Sachs Group Inc
N/A—17,518-17,518-100%$1.6M———
Lowery Thomas, LLC
N/A—17,299-17,299-100%$1.6M———
WCG Wealth Advisors LLC
N/A—16,953-16,953-100%$1.6M———
Oxinas Partners, LLC
N/A—14,432-14,432-100%$1.4M———
UBS Group AG
N/A—14,060-14,060-100%$1.3M———
Western Wealth Management, LLC
N/A—13,543-13,543-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—12,955-12,955-100%$1.2M———
MAI Capital Management
N/A—12,876-12,876-100%$1.2M———
Cerity Partners LLC
N/A—12,315-12,315-100%$1.2M———
Quantum Portfolio Management LLC
N/A—12,224-12,224-100%$1.1M———
West Michigan Advisors, LLC
N/A—12,071-12,071-100%$1.1M———
IHT Wealth Management, LLC
N/A—11,895-11,895-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—11,866-11,866-100%$1.1M———
Independent Advisor Alliance
N/A—11,720-11,720-100%$1.1M———
Stonebridge Financial Group, LLC / MO
N/A—11,351-11,351-100%$1.1M———
Rehmann Capital Advisory Group
N/A—10,705-10,705-100%$999.6K———
TAGStone Capital, Inc.
N/A—10,476-10,476-100%$980.8K———
Harbour Investments, Inc.
N/A—10,442-10,442-100%$977.7K———
Quantinno Capital Management LP
N/A—10,057-10,057-100%$941.6K———
CreativeOne Wealth, LLC
N/A—9,686-9,686-100%$906.9K———
Susquehanna International Group, LLP
N/A—9,348-9,348-100%$875.3K———
Ameriprise Financial Inc
N/A—9,049-9,049-100%$847.2K———
RWA Wealth Partners, LLC
N/A—8,710-8,710-100%$815.5K———
AQR Capital Management LLC
N/A—8,366-8,366-100%$783.3K———
FMR LLC
N/A—8,292-8,292-100%$776.4K———
Capital Analysts, LLC
N/A—8,170-8,170-100%$765.0K———
Madison Wealth Partners, Inc
N/A—7,671-7,671-100%$718.2K———
Centaurus Financial, Inc.
N/A—7,643-7,643-100%$716.0K———
IFG Advisory, LLC
N/A—7,625-7,625-100%$713.9K———
Index Technologies Group LLC
N/A—7,414-7,414-100%$694.2K———
Mariner, LLC
N/A—7,304-7,304-100%$683.9K———
Focus Partners Wealth
N/A—7,070-7,070-100%$662.0K———
Stephens Inc
N/A—6,874-6,874-100%$643.6K———
Valtrion Capital Management, LLC
N/A—6,800-6,800-100%$636.7K———
Essex Financial Services, Inc.
N/A—6,650-6,650-100%$622.7K———
Calton & Associates, Inc.
N/A—6,576-6,576-100%$615.7K———
Stratos Wealth Partners, Ltd.
N/A—6,019-6,019-100%$563.6K———
OneDigital Investment Advisors LLC
N/A—5,636-5,636-100%$527.7K———
Silver OAK Securities, Incorporated
N/A—5,303-5,303-100%$496.5K———
Mutual Advisors, LLC
N/A—4,922-4,922-100%$460.9K———
World Investment Advisors
N/A—4,853-4,853-100%$403.5K———
Sankala Group LLC
N/A—4,473-4,473-100%$392.4K———
Greykasell Wealth Strategies, Inc.
N/A—4,396-4,396-100%$411.6K———
BlackRock, Inc.
N/A—4,067-4,067-100%$380.8K———
Caprock Group, LLC
N/A—3,999-3,999-100%$374.4K———
OneAscent Wealth Management LLC
N/A—3,940-3,940-100%$368.9K———
JHP Wealth Management, LLC
N/A—3,882-3,882-100%$363.5K———
Brown Advisory Inc
N/A—3,838-3,838-100%$359.4K———
Mercer Global Advisors Inc
N/A—3,821-3,821-100%$357.8K———
Betterment LLC
N/A—3,716-3,716-100%$348.0K———
United Capital Financial Advisors, LLC
N/A—3,705-3,705-100%$346.9K———
Advisory Services Network, LLC
N/A—3,680-3,680-100%$344.6K———
Northstar Financial Companies, Inc.
N/A—3,659-3,659-100%$342.6K———
Florida Financial Advisors, LLC
N/A—3,626-3,626-100%$339.5K———
Cascade Wealth Advisors, Inc
N/A—3,577-3,577-100%$317.3K———
Wealth Alliance, LLC
N/A—3,545-3,545-100%$331.9K———
Global Retirement Partners, LLC
N/A—3,507-3,507-100%$328.4K———
EP Wealth Advisors, LLC
N/A—3,468-3,468-100%$324.7K———
Level Four Advisory Services, LLC
N/A—3,466-3,466-100%$324.5K———
Westbourne Investments, Inc.
N/A—3,324-3,324-100%$311.2K———
HighPoint Advisor Group LLC
N/A—3,275-3,275-100%$306.6K———
QRG Capital Management, Inc.
N/A—3,168-3,168-100%$296.6K———
Natixis
N/A—3,164-3,164-100%$294.2K———
Composition Wealth, LLC
N/A—3,080-3,080-100%$288.4K———
D. E. Shaw & Co., Inc.
N/A—2,939-2,939-100%$275.2K———
Blair William & Co
N/A—2,907-2,907-100%$272.2K———
Baird Financial Group, Inc.
N/A—2,778-2,778-100%$260.1K———
Barnes Wealth Management Group, Inc
N/A—2,702-2,702-100%$253.0K———
American Trust
N/A—2,527-2,527-100%$236.6K———
Benjamin Edwards Inc
N/A—2,380-2,380-100%$222.8K———
Compass Capital Corp
N/A—2,337-2,337-100%$208.3K———
JPMorgan Chase & Co
N/A—2,125-2,125-100%$195.5K———
Tower Research Capital LLC (TRC)
N/A—1,606-1,606-100%$150.4K———
Rockefeller Capital Management L.P.
N/A—1,142-1,142-100%$106.9K———
Allworth Financial LP
N/A—680-680-100%$63.7K———
Clearstead Advisors, LLC
N/A—435-435-100%$40.7K———
Ameriflex Group, Inc.
N/A—425-425-100%$39.8K———
New Republic Capital, LLC
N/A—250-250-100%$23.4K———
O'shaughnessy Asset Management, LLC
N/A—190-190-100%$17.8K———
National Bank of Canada
N/A—130-130-100%$12.2K———
PlanVest Financial, Inc
N/A—92-92-100%$8.6K———
Strive Financial Group,LLC
N/A—84-84-100%$7.9K———
Keating Financial Advisory Services, Inc.
N/A—80-80-100%$7.5K———
CVA Family Office, LLC
N/A—75-75-100%$7.0K———
Russell Investments Group, Ltd.
N/A—75-75-100%$7.0K———
Vanguard Advisers Inc
N/A—71-71-100%$6.6K———
Fourth Dimension Wealth, LLC
N/A—68-68-100%$6.4K———
Aptus Capital Advisors, LLC
N/A—64-64-100%$6.0K———
Bank of Montreal
N/A—55-55-100%$5.2K———
FAS Wealth Partners, Inc.
N/A—37-37-100%$3.5K———
HHM Wealth Advisors, LLC
N/A—12-12-100%$1.1K———
Showing 341 of 341 institutions