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Invesco S&P International de (IDMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares6,076,308 from 6,703,162
Change-626,854 (-9%)
Value$370.9M (-$33.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares779,914 from 804,670
Change-24,756 (-3%)
Value$47.6M (-$907.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares657,897 from 623,770
Change+34,127 (+5%)
Value$40.2M (+$2.6M)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED
Shares650,572 from 624,654
Change+25,918 (+4%)
Value$39.7M (+$2.1M)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
INCREASED
Shares471,421 from 470,420
Change+1,001 (+0%)
Value$28.8M (+$413.9K)
Filed 2026-10-26
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares470,707 from 432,402
Change+38,305 (+9%)
Value$28.7M (+$2.7M)
Filed 2026-10-09
Manchester Financial Inc
INCREASED
Shares467,490 from 463,576
Change+3,914 (+1%)
Value$28.5M (+$586.6K)
Filed 2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares428,286 from 428,286
Change0 (0%)
Value$25.8M ($0)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares380,708 from 344,938
Change+35,770 (+10%)
Value$23.2M (+$2.4M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares372,660 from 340,977
Change+31,683 (+9%)
Value$22.3M (+$1.8M)
Filed 2026-10-13
Affinity Wealth LLC
INCREASED
Shares353,054 from 341,315
Change+11,739 (+3%)
Value$20.4M (-$153.7K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
INCREASED
Shares339,617 from 321,925
Change+17,692 (+6%)
Value$20.7M (+$1.3M)
Filed 2026-11-04
Bucket List Wealth Management, LLC
INCREASED
Shares263,153 from 253,224
Change+9,929 (+4%)
Value$16.1M (+$796.0K)
Filed 2026-10-22
Insight Wealth Strategies, LLC
DECREASED
Shares255,416 from 385,732
Change-130,316 (-34%)
Value$15.6M (-$7.5M)
Filed 2026-10-09
Amplius Wealth Advisors, LLC
INCREASED
Shares248,571 from 222,327
Change+26,244 (+12%)
Value$15.2M (+$1.8M)
Filed 2026-10-20
Clark Wealth Partners
INCREASED
Shares243,781 from 239,167
Change+4,614 (+2%)
Value$14.9M (+$461.0K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares241,472 from 237,623
Change+3,849 (+2%)
Value$14.7M (+$413.2K)
Filed 2026-10-08
Meridian Wealth Management, LLC
INCREASED
Shares229,240 from 220,360
Change+8,880 (+4%)
Value$14.0M (+$707.3K)
Filed 2026-11-05
StoneCrest Wealth Management, Inc.
DECREASED
Shares221,541 from 224,418
Change-2,877 (-1%)
Value$13.5M (-$7.3K)
Filed 2026-11-03
Cyr Financial Inc.
INCREASED
Shares215,283 from 199,919
Change+15,364 (+8%)
Value$13.1M (+$1.1M)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares201,129
Change+201,129
Value$12.3M
Filed 2026-11-03
CPA Asset Management Group, LLC
INCREASED
Shares199,903 from 176,931
Change+22,972 (+13%)
Value$12.2M (+$1.5M)
Filed 2026-10-26
AAF Wealth Management, LLC
INCREASED
Shares188,406 from 183,135
Change+5,271 (+3%)
Value$11.5M (+$459.1K)
Filed 2026-10-28
Welch Financial Planning, LLC
INCREASED
Shares188,284 from 170,302
Change+17,982 (+11%)
Value$11.5M (+$1.2M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares185,577 from 191,933
Change-6,356 (-3%)
Value$11.3M (-$244.0K)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
NEW
Shares172,525
Change+172,525
Value$10.5M
Filed 2026-11-03
Segment Wealth Management, LLC
DECREASED
Shares163,155 from 184,417
Change-21,262 (-12%)
Value$10.0M (-$1.2M)
Filed 2026-10-26
IFC & Insurance Marketing, Inc.
INCREASED
Shares162,413 from 151,715
Change+10,698 (+7%)
Value$9.9M (+$773.7K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares161,578 from 109,103
Change+52,475 (+48%)
Value$9.9M (+$3.3M)
Filed 2026-10-13
Trademark Financial Management, LLC
INCREASED
Shares156,998 from 156,389
Change+609 (+0%)
Value$9.6M (+$154.5K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares148,634 from 119,574
Change+29,060 (+24%)
Value$9.1M (+$1.9M)
Filed 2026-10-22
USAdvisors Wealth Management, LLC
INCREASED
Shares143,060 from 123,531
Change+19,529 (+16%)
Value$8.7K (-$7.4M)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares142,656 from 142,809
Change-153 (0%)
Value$8.7M (+$97.7K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares139,121 from 135,229
Change+3,892 (+3%)
Value$8.5M (+$339.0K)
Filed 2026-10-23
WealthCare Investment Partners, LLC
INCREASED
Shares136,754 from 131,304
Change+5,450 (+4%)
Value$8.3M (+$431.2K)
Filed 2026-11-05
Alpine Bank Wealth Management
DECREASED
Shares124,862 from 127,504
Change-2,642 (-2%)
Value$7.6M (-$65.6K)
Filed 2026-10-16
Systelligence, LLC
DECREASED
Shares109,572 from 156,673
Change-47,101 (-30%)
Value$19.5M (+$10.1M)
Filed 2026-11-05
San Luis Wealth Advisors LLC
INCREASED
Shares106,718 from 104,703
Change+2,015 (+2%)
Value$6.5M (+$201.5K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
NEW
Shares103,284
Change+103,284
Value$6.3M
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
DECREASED
Shares97,518 from 99,639
Change-2,121 (-2%)
Value$6.0M (-$46.7K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares92,197 from 94,459
Change-2,262 (-2%)
Value$5.6M (-$67.2K)
Filed 2026-10-23
Westwind Capital
DECREASED
Shares86,158 from 90,867
Change-4,709 (-5%)
Value$5.3K (-$218)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares82,254 from 73,891
Change+8,363 (+11%)
Value$5.0M (+$565.9K)
Filed 2026-10-22
Urban Wealth Management, LLC
DECREASED
Shares74,719 from 84,462
Change-9,743 (-12%)
Value$4.6M (-$531.4K)
Filed 2026-10-21
Cpwa, LLC
INCREASED
Shares72,713 from 68,731
Change+3,982 (+6%)
Value$4.4M (+$221.2K)
Filed 2026-11-04
Professional Financial Advisors, LLC
INCREASED
Shares72,112 from 68,552
Change+3,560 (+5%)
Value$4.4M (+$268.7K)
Filed 2026-10-13
Embree Financial Group
DECREASED
Shares70,026 from 83,859
Change-13,833 (-16%)
Value$4.3M (-$781.5K)
Filed 2026-10-22
RDA Financial Network
INCREASED
Shares63,341 from 60,213
Change+3,128 (+5%)
Value$3.9M (+$236.1K)
Filed 2026-10-15
WPG Advisers, LLC
INCREASED
Shares63,179 from 59,640
Change+3,539 (+6%)
Value$3.9M (+$260.8K)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares62,937 from 63,204
Change-267 (0%)
Value$3.8M (+$31.1K)
Filed 2026-10-28
Kraematon Investment Advisors, Inc
INCREASED
Shares62,822 from 62,634
Change+188 (+0%)
Value$3.8M (+$58.5K)
Filed 2026-11-02
Founders Financial Securities LLC
DECREASED
Shares61,739 from 67,117
Change-5,378 (-8%)
Value$3.8M (-$277.9K)
Filed 2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED
Shares61,215 from 148,674
Change-87,459 (-59%)
Value$3.7M (-$5.2M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
NEW
Shares60,530
Change+60,530
Value$3.7M
Filed 2026-10-16
Linscomb Wealth, Inc.
INCREASED
Shares53,815 from 47,105
Change+6,710 (+14%)
Value$3.3M (+$444.9K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
INCREASED
Shares50,428 from 46,140
Change+4,288 (+9%)
Value$3.1M (+$296.3K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
DECREASED
Shares46,800 from 56,380
Change-9,580 (-17%)
Value$2.9M (-$542.5K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares46,443 from 62,079
Change-15,636 (-25%)
Value$2.8M (-$907.9K)
Filed 2026-10-30
Foguth Wealth Management, Llc.
NEW
Shares45,433
Change+45,433
Value$2.7M
Filed 2026-10-19
Annex Advisory Services, LLC
INCREASED
Shares44,777 from 41,015
Change+3,762 (+9%)
Value$2.7M (+$260.4K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
INCREASED
Shares41,860 from 41,507
Change+353 (+1%)
Value$2.6M (+$52.6K)
Filed 2026-10-28
Avid Wealth Partners LLC
DECREASED
Shares40,909 from 41,790
Change-881 (-2%)
Value$2.5M (-$22.4K)
Filed 2026-11-03
Beacon Financial Planning, Inc
INCREASED
Shares40,440 from 9,297
Change+31,143 (+335%)
Value$2.5M (+$1.9M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares39,644 from 38,599
Change+1,045 (+3%)
Value$2.4M (+$92.8K)
Filed 2026-10-08
HBW Advisory Services LLC
DECREASED
Shares39,515 from 41,840
Change-2,325 (-6%)
Value$2.4M (-$110.6K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares39,210 from 39,210
Change0 (0%)
Value$2.4M (+$29.4K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares37,421 from 38,111
Change-690 (-2%)
Value$2.3M (-$13.5K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares35,445 from 33,533
Change+1,912 (+6%)
Value$2.2M (+$141.9K)
Filed 2026-10-23
Lifetime Wealth Management P.C.
DECREASED
Shares35,090 from 36,078
Change-988 (-3%)
Value$2.1M (-$33.2K)
Filed 2026-10-29
Citizens Financial Group Inc
NEW
Shares34,956
Change+34,956
Value$2.1M
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares34,056 from 26,844
Change+7,212 (+27%)
Value$2.1M (+$460.4K)
Filed 2026-11-04
LongView Wealth Management
INCREASED
Shares30,586 from 25,504
Change+5,082 (+20%)
Value$1.9M (+$329.4K)
Filed 2026-10-19
Dana Investment Advisors, Inc.
DECREASED
Shares30,549 from 31,081
Change-532 (-2%)
Value$1.9M (-$9.2K)
Filed 2026-11-06
Secure Asset Management, LLC
INCREASED
Shares29,861 from 29,856
Change+5 (+0%)
Value$1.8M (+$22.7K)
Filed 2026-10-19
Flagship Capital Management Inc.
INCREASED
Shares29,680 from 29,540
Change+140 (+0%)
Value$1.8M (+$30.7K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares25,130 from 24,114
Change+1,016 (+4%)
Value$1.5M (+$80.1K)
Filed 2026-10-19
Pearl Planning LLC
DECREASED
Shares25,084 from 25,372
Change-288 (-1%)
Value$1.5M (+$1.5K)
Filed 2026-10-13
CGC Financial Services, LLC
INCREASED
Shares24,530 from 22,278
Change+2,252 (+10%)
Value$1.5M (+$154.2K)
Filed 2026-10-13
RiverTree Advisors, LLC
INCREASED
Shares24,427 from 23,837
Change+590 (+2%)
Value$1.5M (+$53.9K)
Filed 2026-10-13
Valued Retirements, Inc.
INCREASED
Shares20,953 from 20,855
Change+98 (+0%)
Value$1.3M (+$21.6K)
Filed 2026-11-06
Pachira Investments Inc.
INCREASED
Shares20,406 from 19,945
Change+461 (+2%)
Value$1.2M (+$43.1K)
Filed 2026-10-14
Southland Equity Partners LLC
INCREASED
Shares19,920 from 19,095
Change+825 (+4%)
Value$1.2M (+$64.7K)
Filed 2026-10-14
Entrust Financial LLC
NEW
Shares19,716
Change+19,716
Value$1.2M
Filed 2026-11-04
Tenet Wealth Partners, LLC
INCREASED
Shares18,593 from 17,183
Change+1,410 (+8%)
Value$1.1M (+$106.8K)
Filed 2026-10-19
Wavvest Wealth LLC
NEW
Shares18,520
Change+18,520
Value$1.1M
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares18,438 from 8,269
Change+10,169 (+123%)
Value$1.1M (+$626.9K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
INCREASED
Shares18,217 from 17,312
Change+905 (+5%)
Value$1.1M (+$68.2K)
Filed 2026-10-14
Fortis Group Advisors, LLC
INCREASED
Shares18,204 from 16,755
Change+1,449 (+9%)
Value$1.1M (+$45.8K)
Filed 2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED
Shares17,929 from 16,193
Change+1,736 (+11%)
Value$1.1M (+$118.1K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares17,468 from 15,832
Change+1,636 (+10%)
Value$1.1M (+$111.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares16,988 from 12,951
Change+4,037 (+31%)
Value$1.0M (+$256.1K)
Filed 2026-11-05
Earned Wealth Advisors, LLC
INCREASED
Shares16,730 from 16,637
Change+93 (+1%)
Value$1.0M (+$18.2K)
Filed 2026-11-06
Winnacle Wealth LLC
NEW
Shares15,729
Change+15,729
Value$960.1K
Filed 2026-10-15
Next Level Private LLC
INCREASED
Shares15,580 from 15,573
Change+7 (+0%)
Value$951.0K (+$12.1K)
Filed 2026-10-20
Lunt Capital Management, Inc.
INCREASED
Shares15,275 from 15,000
Change+275 (+2%)
Value$932.4K (+$28.0K)
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares15,253 from 15,183
Change+70 (+0%)
Value$931.0K (+$15.6K)
Filed 2026-10-14
Fortune Financial Group, Inc.
INCREASED
Shares15,089 from 11,308
Change+3,781 (+33%)
Value$921.0K (+$239.3K)
Filed 2026-10-22
WJ Wealth Management, LLC
DECREASED
Shares15,014 from 61,478
Change-46,464 (-76%)
Value$916.4K (-$2.8M)
Filed 2026-11-03
Vise Technologies, Inc.
NEW
Shares14,580
Change+14,580
Value$890.0K
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares14,306 from 18,292
Change-3,986 (-22%)
Value$873.2K (-$229.6K)
Filed 2026-11-04
Fifth Third Securities, Inc.
INCREASED
Shares14,165 from 7,982
Change+6,183 (+77%)
Value$864.6K (+$383.4K)
Filed 2026-10-21
Wall Capital Group, Inc.
INCREASED
Shares13,232 from 8,547
Change+4,685 (+55%)
Value$807.7K (+$292.7K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
NEW
Shares11,952
Change+11,952
Value$729.6K
Filed 2026-10-29
Redwood Financial Network Corp
INCREASED
Shares11,520 from 5,359
Change+6,161 (+115%)
Value$703.2K (+$380.0K)
Filed 2026-11-03
Rasp Wealth Solutions, LLC
DECREASED
Shares10,665 from 11,731
Change-1,066 (-9%)
Value$651.0K (-$56.3K)
Filed 2026-11-06
Fermata Advisors, LLC
INCREASED
Shares10,369 from 6,393
Change+3,976 (+62%)
Value$632.9K (+$247.5K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares10,365 from 8,352
Change+2,013 (+24%)
Value$632.7K (+$129.1K)
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares9,862 from 5,611
Change+4,251 (+76%)
Value$602.0K (+$263.7K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
DECREASED
Shares9,673 from 9,978
Change-305 (-3%)
Value$590.4K (-$11.1K)
Filed 2026-10-26
Wespac Advisors, LLC
DECREASED
Shares9,198 from 9,574
Change-376 (-4%)
Value$561.4K (-$15.8K)
Filed 2026-10-26
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares8,826 from 8,776
Change+50 (+1%)
Value$538.8K (+$9.6K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares8,678 from 8,073
Change+605 (+7%)
Value$535.5K (+$52.7K)
Filed 2026-10-16
Solano Wealth Investment Advisors LLC
DECREASED
Shares8,555 from 8,865
Change-310 (-3%)
Value$522.2K (-$12.4K)
Filed 2026-11-06
JHP Wealth Management, LLC
INCREASED
Shares8,269 from 6,201
Change+2,068 (+33%)
Value$504.8K (+$130.9K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares8,220 from 7,650
Change+570 (+7%)
Value$501.7K (+$40.5K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares8,147 from 7,876
Change+271 (+3%)
Value$497.3K (+$22.4K)
Filed 2026-10-19
Stronghold Wealth Management L.L.C.
INCREASED
Shares7,741 from 4,916
Change+2,825 (+57%)
Value$472.5K (+$176.1K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares7,734 from 6,687
Change+1,047 (+16%)
Value$472.1K (+$68.9K)
Filed 2026-10-08
West Financial Advisors, LLC
INCREASED
Shares7,095 from 2,414
Change+4,681 (+194%)
Value$433.1K (+$287.5K)
Filed 2026-10-22
Baron Wealth Management LLC
INCREASED
Shares6,982 from 6,943
Change+39 (+1%)
Value$426.2K (+$7.6K)
Filed 2026-10-27
Optima Capital LLC
DECREASED
Shares6,847 from 54,979
Change-48,132 (-88%)
Value$418.0K (-$2.9M)
Filed 2026-10-29
Commerce Advisors, LLC
INCREASED
Shares6,706 from 6,637
Change+69 (+1%)
Value$409.3K (+$9.2K)
Filed 2026-10-19
Willner & Heller, LLC
INCREASED
Shares6,352 from 6,317
Change+35 (+1%)
Value$387.8K (+$6.9K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares6,264 from 5,890
Change+374 (+6%)
Value$382.4K (+$27.2K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares6,090 from 10,477
Change-4,387 (-42%)
Value$371.7K (-$260.0K)
Filed 2026-10-14
BNB Wealth Management, LLC
INCREASED
Shares6,054 from 5,949
Change+105 (+2%)
Value$369.5K (+$10.9K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares5,861 from 5,178
Change+683 (+13%)
Value$357.8K (+$45.6K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares5,546 from 5,481
Change+65 (+1%)
Value$338.5K (+$8.1K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,358 from 5,114
Change+244 (+5%)
Value$327.0K (+$18.7K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares5,285 from 5,328
Change-43 (-1%)
Value$322.6K (+$1.4K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares5,261 from 1,160
Change+4,101 (+354%)
Value$321.1K (+$251.2K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares5,026 from 2,501
Change+2,525 (+101%)
Value$306.8K (+$156.0K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
DECREASED
Shares4,923 from 5,245
Change-322 (-6%)
Value$300.5K (-$15.7K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
INCREASED
Shares4,793 from 4,767
Change+26 (+1%)
Value$292.6K (+$5.1K)
Filed 2026-10-19
John W. Brooker & Co., CPAs
DECREASED
Shares4,707 from 4,763
Change-56 (-1%)
Value$287.3K (+$144)
Filed 2026-10-21
Planned Solutions, Inc.
UNCHANGED
Shares3,693 from 3,693
Change0 (0%)
Value$225.4K (+$2.8K)
Filed 2026-10-19
SteelPeak Wealth, LLC
NEW
Shares3,683
Change+3,683
Value$224.8K
Filed 2026-10-16
GGM Financial LLC
INCREASED
Shares3,676 from 1,966
Change+1,710 (+87%)
Value$224.4K (+$105.9K)
Filed 2026-11-05
Collier Financial
UNCHANGED
Shares3,638 from 3,638
Change0 (0%)
Value$222.1K (+$2.7K)
Filed 2026-11-06
May Hill Capital, LLC
INCREASED
Shares3,588 from 3,568
Change+20 (+1%)
Value$219.0K (+$3.9K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
NEW
Shares3,380
Change+3,380
Value$206.3K
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares3,106 from 3,304
Change-198 (-6%)
Value$189.6K (-$9.6K)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$125.4K (+$1.5K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$122.0K (+$1.0K)
Filed 2026-11-02
US Bancorp \de\
NEW
Shares1,824
Change+1,824
Value$111.3K
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares1,651
Change+1,651
Value$101
Filed 2026-10-02
Golden State Wealth Management, LLC
DECREASED
Shares1,443 from 2,386
Change-943 (-40%)
Value$88.1K (-$55.8K)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares1,116 from 1,174
Change-58 (-5%)
Value$68.1K (-$2.7K)
Filed 2026-11-06
Planning Strategies Inc.
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$57.1K (+$702)
Filed 2026-10-02
Harbor Asset Planning, Inc.
INCREASED
Shares760 from 755
Change+5 (+1%)
Value$46.4K (+$829)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares758 from 705
Change+53 (+8%)
Value$46.3K (+$3.8K)
Filed 2026-11-03
Clearstead Advisors, LLC
NEW
Shares739
Change+739
Value$45.1K
Filed 2026-11-06
John Boyer, Inc.
NEW
Shares433
Change+433
Value$26.4K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares429 from 349
Change+80 (+23%)
Value$26.2K (+$5.1K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$21.2K (+$261)
Filed 2026-11-03
Key FInancial Inc
NEW
Shares282
Change+282
Value$17.2K
Filed 2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$16.5K (+$203)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares243 from 7
Change+236 (+3371%)
Value$14.8K (+$14.4K)
Filed 2026-10-21
Bare Financial Services, Inc
NEW
Shares190
Change+190
Value$11.6K
Filed 2026-11-04
Country Trust Bank
NEW
Shares154
Change+154
Value$9.4K
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares150
Change+150
Value$9.2K
Filed 2026-10-09
First Community Trust NA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.2K (+$112)
Filed 2026-10-07
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$8.6K (+$106)
Filed 2026-10-07
Noble Wealth Management PBC
DECREASED
Shares54 from 58
Change-4 (-7%)
Value$3.3K (-$201)
Filed 2026-10-01
Latitude Advisors, LLC
NEW
Shares51
Change+51
Value$3.1K
Filed 2026-10-27
SYM Financial Corp
NEW
Shares50
Change+50
Value$3.1K
Filed 2026-10-26
Trust Co
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.6K (+$32)
Filed 2026-10-09
Blue Trust, Inc.
NEW
Shares39
Change+39
Value$2.4K
Filed 2026-10-15
RHL Group, LLC
NEW
Shares35
Change+35
Value$2.1K
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.1K (+$26)
Filed 2026-10-23
Abound Wealth Management
NEW
Shares27
Change+27
Value$1.6K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares23
Change+23
Value$1.4K
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.2K (+$14)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$61 (-$240)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 124,712
Change-124,712 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-13
Able Wealth Management LLC
CLOSED
Shares0 from 67,724
Change-67,724 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-13
Global Assets Advisory, LLC
CLOSED
Shares0 from 23,444
Change-23,444 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Arbor Capital Management Inc
CLOSED
Shares0 from 12,881
Change-12,881 (-100%)
Value$0 (-$753.7K)
Filed 2026-10-21
Scarborough Advisors, LLC
CLOSED
Shares0 from 11,406
Change-11,406 (-100%)
Value$0 (-$682.2K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 9,798
Change-9,798 (-100%)
Value$0 (-$590.7K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 4,944
Change-4,944 (-100%)
Value$0 (-$298.1K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,880
Change-4,880 (-100%)
Value$0 (-$294.2K)
Filed 2026-10-16
Partners Wealth Management, LLC
CLOSED
Shares0 from 4,411
Change-4,411 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$119.8K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$967)
Filed 2026-10-20
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,522,215
Change-3,522,215 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,267,920
Change-2,267,920 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,044,639
Change-2,044,639 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,562,547
Change-1,562,547 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,553,226
Change-1,553,226 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,394,238
Change-1,394,238 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 925,783
Change-925,783 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 861,279
Change-861,279 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 713,099
Change-713,099 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 704,192
Change-704,192 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 628,079
Change-628,079 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 612,147
Change-612,147 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 598,229
Change-598,229 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 503,718
Change-503,718 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 459,347
Change-459,347 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 457,489
Change-457,489 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 435,488
Change-435,488 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 369,409
Change-369,409 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 313,992
Change-313,992 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 285,327
Change-285,327 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 279,800
Change-279,800 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 249,475
Change-249,475 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 237,623
Change-237,623 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 224,057
Change-224,057 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 198,739
Change-198,739 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 187,716
Change-187,716 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 174,816
Change-174,816 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 174,610
Change-174,610 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 160,272
Change-160,272 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 134,169
Change-134,169 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 128,251
Change-128,251 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 124,008
Change-124,008 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 109,942
Change-109,942 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 106,560
Change-106,560 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 104,834
Change-104,834 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 101,105
Change-101,105 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 100,454
Change-100,454 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 91,400
Change-91,400 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 90,295
Change-90,295 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 83,189
Change-83,189 (-100%)
Value—
&partners
N/A
Shares— from 79,807
Change-79,807 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 78,441
Change-78,441 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 77,840
Change-77,840 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 76,766
Change-76,766 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 75,772
Change-75,772 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 72,011
Change-72,011 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 70,398
Change-70,398 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 68,484
Change-68,484 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 67,491
Change-67,491 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 67,249
Change-67,249 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 62,617
Change-62,617 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 58,937
Change-58,937 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 55,788
Change-55,788 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 53,883
Change-53,883 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 47,465
Change-47,465 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 45,873
Change-45,873 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 44,519
Change-44,519 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 41,089
Change-41,089 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 40,176
Change-40,176 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 38,405
Change-38,405 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 37,113
Change-37,113 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 35,696
Change-35,696 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 32,771
Change-32,771 (-100%)
Value—
Betterment LLC
N/A
Shares— from 31,775
Change-31,775 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,441
Change-31,441 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,902
Change-29,902 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 29,756
Change-29,756 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 27,018
Change-27,018 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,251
Change-26,251 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 26,061
Change-26,061 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 25,558
Change-25,558 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 24,772
Change-24,772 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23,664
Change-23,664 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 23,586
Change-23,586 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 23,544
Change-23,544 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,420
Change-23,420 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 23,308
Change-23,308 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 21,611
Change-21,611 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 18,452
Change-18,452 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 18,108
Change-18,108 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,371
Change-17,371 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,147
Change-16,147 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,749
Change-15,749 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,646
Change-14,646 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 13,278
Change-13,278 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 12,777
Change-12,777 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 12,448
Change-12,448 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 12,385
Change-12,385 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,807
Change-11,807 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,779
Change-10,779 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,455
Change-10,455 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,803
Change-9,803 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 772
Change-772 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 509
Change-509 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 334
Change-334 (-100%)
Value—
UBS Group AG
N/A
Shares— from 292
Change-292 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 90
Change-90 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 52
Change-52 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
LPL Financial LLC
DECREASED6,076,3086,703,162-626,854-9%$404.1M$370.9M-$33.2M2026-11-06
Commonwealth Equity Services, LLC
DECREASED779,914804,670-24,756-3%$48.5M$47.6M-$907.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED657,897623,770+34,127+5%$37.6M$40.2M+$2.6M2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED650,572624,654+25,918+4%$37.7M$39.7M+$2.1M2026-10-20
Gratus Wealth Advisors, LLC
INCREASED471,421470,420+1,001+0%$28.4M$28.8M+$413.9K2026-10-26
Whitaker-Myers Wealth Managers, Ltd.
INCREASED470,707432,402+38,305+9%$26.1M$28.7M+$2.7M2026-10-09
Manchester Financial Inc
INCREASED467,490463,576+3,914+1%$27.9M$28.5M+$586.6K2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED428,286428,28600%$25.8M$25.8M$02026-11-03
Kestra Advisory Services, LLC
INCREASED380,708344,938+35,770+10%$20.8M$23.2M+$2.4M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED372,660340,977+31,683+9%$20.5M$22.3M+$1.8M2026-10-13
Affinity Wealth LLC
INCREASED353,054341,315+11,739+3%$20.6M$20.4M-$153.7K2026-11-03
D'Orazio & Associates, Inc.
INCREASED339,617321,925+17,692+6%$19.4M$20.7M+$1.3M2026-11-04
Bucket List Wealth Management, LLC
INCREASED263,153253,224+9,929+4%$15.3M$16.1M+$796.0K2026-10-22
Insight Wealth Strategies, LLC
DECREASED255,416385,732-130,316-34%$23.1M$15.6M-$7.5M2026-10-09
Amplius Wealth Advisors, LLC
INCREASED248,571222,327+26,244+12%$13.4M$15.2M+$1.8M2026-10-20
Clark Wealth Partners
INCREASED243,781239,167+4,614+2%$14.4M$14.9M+$461.0K2026-10-19
Titleist Asset Management, LLC
INCREASED241,472237,623+3,849+2%$14.3M$14.7M+$413.2K2026-10-08
Meridian Wealth Management, LLC
INCREASED229,240220,360+8,880+4%$13.3M$14.0M+$707.3K2026-11-05
StoneCrest Wealth Management, Inc.
DECREASED221,541224,418-2,877-1%$13.5M$13.5M-$7.3K2026-11-03
Cyr Financial Inc.
INCREASED215,283199,919+15,364+8%$12.1M$13.1M+$1.1M2026-10-16
Ascentis Independent Advisors
NEW201,129—+201,129——$12.3M—2026-11-03
CPA Asset Management Group, LLC
INCREASED199,903176,931+22,972+13%$10.7M$12.2M+$1.5M2026-10-26
AAF Wealth Management, LLC
INCREASED188,406183,135+5,271+3%$11.0M$11.5M+$459.1K2026-10-28
Welch Financial Planning, LLC
INCREASED188,284170,302+17,982+11%$10.3M$11.5M+$1.2M2026-11-06
Thrivent Financial for Lutherans
DECREASED185,577191,933-6,356-3%$11.6M$11.3M-$244.0K2026-11-05
Woodard & Co Asset Management Group Inc
NEW172,525—+172,525——$10.5M—2026-11-03
Segment Wealth Management, LLC
DECREASED163,155184,417-21,262-12%$11.1M$10.0M-$1.2M2026-10-26
IFC & Insurance Marketing, Inc.
INCREASED162,413151,715+10,698+7%$9.1M$9.9M+$773.7K2026-10-16
Independent Financial Group, LLC
INCREASED161,578109,103+52,475+48%$6.6M$9.9M+$3.3M2026-10-13
Trademark Financial Management, LLC
INCREASED156,998156,389+609+0%$9.4M$9.6M+$154.5K2026-10-23
Brookstone Capital Management
INCREASED148,634119,574+29,060+24%$7.2M$9.1M+$1.9M2026-10-22
USAdvisors Wealth Management, LLC
INCREASED143,060123,531+19,529+16%$7.4M$8.7K-$7.4M2026-10-21
RFG Advisory, LLC
DECREASED142,656142,809-1530%$8.6M$8.7M+$97.7K2026-11-03
Simplicity Wealth,LLC
INCREASED139,121135,229+3,892+3%$8.2M$8.5M+$339.0K2026-10-23
WealthCare Investment Partners, LLC
INCREASED136,754131,304+5,450+4%$7.9M$8.3M+$431.2K2026-11-05
Alpine Bank Wealth Management
DECREASED124,862127,504-2,642-2%$7.7M$7.6M-$65.6K2026-10-16
Systelligence, LLC
DECREASED109,572156,673-47,101-30%$9.4M$19.5M+$10.1M2026-11-05
San Luis Wealth Advisors LLC
INCREASED106,718104,703+2,015+2%$6.3M$6.5M+$201.5K2026-10-27
Capital Investment Advisory Services, LLC
NEW103,284—+103,284——$6.3M—2026-10-30
Foresight Capital Management Advisors, Inc.
DECREASED97,51899,639-2,121-2%$6.0M$6.0M-$46.7K2026-10-27
Sigma Planning Corp
DECREASED92,19794,459-2,262-2%$5.7M$5.6M-$67.2K2026-10-23
Westwind Capital
DECREASED86,15890,867-4,709-5%$5.5K$5.3K-$2182026-10-08
Perigon Wealth Management, LLC
INCREASED82,25473,891+8,363+11%$4.5M$5.0M+$565.9K2026-10-22
Urban Wealth Management, LLC
DECREASED74,71984,462-9,743-12%$5.1M$4.6M-$531.4K2026-10-21
Cpwa, LLC
INCREASED72,71368,731+3,982+6%$4.1M$4.4M+$221.2K2026-11-04
Professional Financial Advisors, LLC
INCREASED72,11268,552+3,560+5%$4.1M$4.4M+$268.7K2026-10-13
Embree Financial Group
DECREASED70,02683,859-13,833-16%$5.1M$4.3M-$781.5K2026-10-22
RDA Financial Network
INCREASED63,34160,213+3,128+5%$3.6M$3.9M+$236.1K2026-10-15
WPG Advisers, LLC
INCREASED63,17959,640+3,539+6%$3.6M$3.9M+$260.8K2026-10-27
Marshall & Sterling Wealth Advisors Inc.
DECREASED62,93763,204-2670%$3.8M$3.8M+$31.1K2026-10-28
Kraematon Investment Advisors, Inc
INCREASED62,82262,634+188+0%$3.8M$3.8M+$58.5K2026-11-02
Founders Financial Securities LLC
DECREASED61,73967,117-5,378-8%$4.0M$3.8M-$277.9K2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED61,215148,674-87,459-59%$9.0M$3.7M-$5.2M2026-10-19
Concurrent Investment Advisors, LLC
NEW60,530—+60,530——$3.7M—2026-10-16
Linscomb Wealth, Inc.
INCREASED53,81547,105+6,710+14%$2.8M$3.3M+$444.9K2026-11-05
Meriwether Wealth & Planning, LLC
INCREASED50,42846,140+4,288+9%$2.8M$3.1M+$296.3K2026-10-13
Tempus Wealth Planning, LLC
DECREASED46,80056,380-9,580-17%$3.4M$2.9M-$542.5K2026-10-14
Truist Financial Corp
DECREASED46,44362,079-15,636-25%$3.7M$2.8M-$907.9K2026-10-30
Foguth Wealth Management, Llc.
NEW45,433—+45,433——$2.7M—2026-10-19
Annex Advisory Services, LLC
INCREASED44,77741,015+3,762+9%$2.5M$2.7M+$260.4K2026-10-16
Clear Creek Financial Management, LLC
INCREASED41,86041,507+353+1%$2.5M$2.6M+$52.6K2026-10-28
Avid Wealth Partners LLC
DECREASED40,90941,790-881-2%$2.5M$2.5M-$22.4K2026-11-03
Beacon Financial Planning, Inc
INCREASED40,4409,297+31,143+335%$560.5K$2.5M+$1.9M2026-11-04
Farther Finance Advisors, LLC
INCREASED39,64438,599+1,045+3%$2.3M$2.4M+$92.8K2026-10-08
HBW Advisory Services LLC
DECREASED39,51541,840-2,325-6%$2.5M$2.4M-$110.6K2026-10-15
Total Clarity Wealth Management, Inc.
UNCHANGED39,21039,21000%$2.4M$2.4M+$29.4K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED37,42138,111-690-2%$2.3M$2.3M-$13.5K2026-11-06
Apollon Wealth Management, LLC
INCREASED35,44533,533+1,912+6%$2.0M$2.2M+$141.9K2026-10-23
Lifetime Wealth Management P.C.
DECREASED35,09036,078-988-3%$2.2M$2.1M-$33.2K2026-10-29
Citizens Financial Group Inc
NEW34,956—+34,956——$2.1M—2026-10-23
EverSource Wealth Advisors, LLC
INCREASED34,05626,844+7,212+27%$1.6M$2.1M+$460.4K2026-11-04
LongView Wealth Management
INCREASED30,58625,504+5,082+20%$1.5M$1.9M+$329.4K2026-10-19
Dana Investment Advisors, Inc.
DECREASED30,54931,081-532-2%$1.9M$1.9M-$9.2K2026-11-06
Secure Asset Management, LLC
INCREASED29,86129,856+5+0%$1.8M$1.8M+$22.7K2026-10-19
Flagship Capital Management Inc.
INCREASED29,68029,540+140+0%$1.8M$1.8M+$30.7K2026-10-20
LexAurum Advisors, LLC
INCREASED25,13024,114+1,016+4%$1.5M$1.5M+$80.1K2026-10-19
Pearl Planning LLC
DECREASED25,08425,372-288-1%$1.5M$1.5M+$1.5K2026-10-13
CGC Financial Services, LLC
INCREASED24,53022,278+2,252+10%$1.3M$1.5M+$154.2K2026-10-13
RiverTree Advisors, LLC
INCREASED24,42723,837+590+2%$1.4M$1.5M+$53.9K2026-10-13
Valued Retirements, Inc.
INCREASED20,95320,855+98+0%$1.3M$1.3M+$21.6K2026-11-06
Pachira Investments Inc.
INCREASED20,40619,945+461+2%$1.2M$1.2M+$43.1K2026-10-14
Southland Equity Partners LLC
INCREASED19,92019,095+825+4%$1.2M$1.2M+$64.7K2026-10-14
Entrust Financial LLC
NEW19,716—+19,716——$1.2M—2026-11-04
Tenet Wealth Partners, LLC
INCREASED18,59317,183+1,410+8%$1.0M$1.1M+$106.8K2026-10-19
Wavvest Wealth LLC
NEW18,520—+18,520——$1.1M—2026-10-21
Prairie Advisory, LLC
INCREASED18,4388,269+10,169+123%$498.5K$1.1M+$626.9K2026-10-19
Meridian Financial Advisors, LLC
INCREASED18,21717,312+905+5%$1.0M$1.1M+$68.2K2026-10-14
Fortis Group Advisors, LLC
INCREASED18,20416,755+1,449+9%$1.0M$1.1M+$45.8K2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED17,92916,193+1,736+11%$976.3K$1.1M+$118.1K2026-10-19
Creative Planning
INCREASED17,46815,832+1,636+10%$954.5K$1.1M+$111.7K2026-11-02
Bank of New York Mellon Corp
INCREASED16,98812,951+4,037+31%$780.8K$1.0M+$256.1K2026-11-05
Earned Wealth Advisors, LLC
INCREASED16,73016,637+93+1%$1.0M$1.0M+$18.2K2026-11-06
Winnacle Wealth LLC
NEW15,729—+15,729——$960.1K—2026-10-15
Next Level Private LLC
INCREASED15,58015,573+7+0%$938.9K$951.0K+$12.1K2026-10-20
Lunt Capital Management, Inc.
INCREASED15,27515,000+275+2%$904.4K$932.4K+$28.0K2026-10-30
Triumph Capital Management
INCREASED15,25315,183+70+0%$915.4K$931.0K+$15.6K2026-10-14
Fortune Financial Group, Inc.
INCREASED15,08911,308+3,781+33%$681.8K$921.0K+$239.3K2026-10-22
WJ Wealth Management, LLC
DECREASED15,01461,478-46,464-76%$3.7M$916.4K-$2.8M2026-11-03
Vise Technologies, Inc.
NEW14,580—+14,580——$890.0K—2026-10-29
Csenge Advisory Group
DECREASED14,30618,292-3,986-22%$1.1M$873.2K-$229.6K2026-11-04
Fifth Third Securities, Inc.
INCREASED14,1657,982+6,183+77%$481.2K$864.6K+$383.4K2026-10-21
Wall Capital Group, Inc.
INCREASED13,2328,547+4,685+55%$515.0K$807.7K+$292.7K2026-10-14
Summit Wealth Group LLC / Co
NEW11,952—+11,952——$729.6K—2026-10-29
Redwood Financial Network Corp
INCREASED11,5205,359+6,161+115%$323.1K$703.2K+$380.0K2026-11-03
Rasp Wealth Solutions, LLC
DECREASED10,66511,731-1,066-9%$707.2K$651.0K-$56.3K2026-11-06
Fermata Advisors, LLC
INCREASED10,3696,393+3,976+62%$385.4K$632.9K+$247.5K2026-10-13
Fiduciary Alliance LLC
INCREASED10,3658,352+2,013+24%$503.5K$632.7K+$129.1K2026-10-13
Independent Wealth Network Inc.
INCREASED9,8625,611+4,251+76%$338.3K$602.0K+$263.7K2026-10-19
Patton Albertson Miller Group, LLC
DECREASED9,6739,978-305-3%$601.6K$590.4K-$11.1K2026-10-26
Wespac Advisors, LLC
DECREASED9,1989,574-376-4%$577.2K$561.4K-$15.8K2026-10-26
Walled Lake Planning & Wealth Management, LLC
INCREASED8,8268,776+50+1%$529.1K$538.8K+$9.6K2026-10-29
TD Waterhouse Canada Inc.
INCREASED8,6788,073+605+7%$482.8K$535.5K+$52.7K2026-10-16
Solano Wealth Investment Advisors LLC
DECREASED8,5558,865-310-3%$534.5K$522.2K-$12.4K2026-11-06
JHP Wealth Management, LLC
INCREASED8,2696,201+2,068+33%$373.9K$504.8K+$130.9K2026-11-06
Integrated Advisors Network LLC
INCREASED8,2207,650+570+7%$461.2K$501.7K+$40.5K2026-10-20
Financial Partners Group, Inc
INCREASED8,1477,876+271+3%$474.8K$497.3K+$22.4K2026-10-19
Stronghold Wealth Management L.L.C.
INCREASED7,7414,916+2,825+57%$296.4K$472.5K+$176.1K2026-10-16
CoreCap Advisors, LLC
INCREASED7,7346,687+1,047+16%$403.2K$472.1K+$68.9K2026-10-08
West Financial Advisors, LLC
INCREASED7,0952,414+4,681+194%$145.5K$433.1K+$287.5K2026-10-22
Baron Wealth Management LLC
INCREASED6,9826,943+39+1%$418.6K$426.2K+$7.6K2026-10-27
Optima Capital LLC
DECREASED6,84754,979-48,132-88%$3.3M$418.0K-$2.9M2026-10-29
Commerce Advisors, LLC
INCREASED6,7066,637+69+1%$400.1K$409.3K+$9.2K2026-10-19
Willner & Heller, LLC
INCREASED6,3526,317+35+1%$380.8K$387.8K+$6.9K2026-10-28
Private Trust Co NA
INCREASED6,2645,890+374+6%$355.1K$382.4K+$27.2K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED6,09010,477-4,387-42%$631.7K$371.7K-$260.0K2026-10-14
BNB Wealth Management, LLC
INCREASED6,0545,949+105+2%$358.7K$369.5K+$10.9K2026-10-28
Cullen T Bankers, Inc.
INCREASED5,8615,178+683+13%$312.2K$357.8K+$45.6K2026-10-28
Uptick Partners, LLC
INCREASED5,5465,481+65+1%$330.4K$338.5K+$8.1K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED5,3585,114+244+5%$308.3K$327.0K+$18.7K2026-10-13
Moneco Advisors, LLC
DECREASED5,2855,328-43-1%$321.2K$322.6K+$1.4K2026-11-05
Creative Financial Designs Inc
INCREASED5,2611,160+4,101+354%$69.9K$321.1K+$251.2K2026-11-04
Mather Group, Llc.
INCREASED5,0262,501+2,525+101%$150.8K$306.8K+$156.0K2026-10-14
Sagespring Wealth Partners, LLC
DECREASED4,9235,245-322-6%$316.2K$300.5K-$15.7K2026-10-22
Lockerman Financial Group, Inc.
INCREASED4,7934,767+26+1%$287.4K$292.6K+$5.1K2026-10-19
John W. Brooker & Co., CPAs
DECREASED4,7074,763-56-1%$287.2K$287.3K+$1442026-10-21
Planned Solutions, Inc.
UNCHANGED3,6933,69300%$222.7K$225.4K+$2.8K2026-10-19
SteelPeak Wealth, LLC
NEW3,683—+3,683——$224.8K—2026-10-16
GGM Financial LLC
INCREASED3,6761,966+1,710+87%$118.5K$224.4K+$105.9K2026-11-05
Collier Financial
UNCHANGED3,6383,63800%$219.3K$222.1K+$2.7K2026-11-06
May Hill Capital, LLC
INCREASED3,5883,568+20+1%$215.1K$219.0K+$3.9K2026-11-03
Omni 360 Wealth, Inc.
NEW3,380—+3,380——$206.3K—2026-10-13
IFP Advisors, Inc
DECREASED3,1063,304-198-6%$199.2K$189.6K-$9.6K2026-10-16
Lodestone Wealth Management LLC
UNCHANGED2,0542,05400%$123.8K$125.4K+$1.5K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED2,0002,00000%$121.0K$122.0K+$1.0K2026-11-02
US Bancorp \de\
NEW1,824—+1,824——$111.3K—2026-11-05
Polaris Financial Partners
NEW1,651—+1,651——$101—2026-10-02
Golden State Wealth Management, LLC
DECREASED1,4432,386-943-40%$143.9K$88.1K-$55.8K2026-11-02
Russell Investments Group, Ltd.
DECREASED1,1161,174-58-5%$70.8K$68.1K-$2.7K2026-11-06
Planning Strategies Inc.
UNCHANGED93593500%$56.4K$57.1K+$7022026-10-02
Harbor Asset Planning, Inc.
INCREASED760755+5+1%$45.5K$46.4K+$8292026-10-23
Ascentis Wealth Management, LLC
INCREASED758705+53+8%$42.5K$46.3K+$3.8K2026-11-03
Clearstead Advisors, LLC
NEW739—+739——$45.1K—2026-11-06
John Boyer, Inc.
NEW433—+433——$26.4K—2026-10-27
Larson Financial Group LLC
INCREASED429349+80+23%$21.1K$26.2K+$5.1K2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED34834800%$21.0K$21.2K+$2612026-11-03
Key FInancial Inc
NEW282—+282——$17.2K—2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED27027000%$16.3K$16.5K+$2032026-11-03
Assetmark, Inc
INCREASED2437+236+3371%$422$14.8K+$14.4K2026-10-21
Bare Financial Services, Inc
NEW190—+190——$11.6K—2026-11-04
Country Trust Bank
NEW154—+154——$9.4K—2026-10-30
GK Wealth Management LLC
NEW150—+150——$9.2K—2026-10-09
First Community Trust NA
UNCHANGED15015000%$9.0K$9.2K+$1122026-10-07
Wealth Enhancement Trust Services, Inc.
UNCHANGED14114100%$8.5K$8.6K+$1062026-10-07
Noble Wealth Management PBC
DECREASED5458-4-7%$3.5K$3.3K-$2012026-10-01
Latitude Advisors, LLC
NEW51—+51——$3.1K—2026-10-27
SYM Financial Corp
NEW50—+50——$3.1K—2026-10-26
Trust Co
UNCHANGED424200%$2.5K$2.6K+$322026-10-09
Blue Trust, Inc.
NEW39—+39——$2.4K—2026-10-15
RHL Group, LLC
NEW35—+35——$2.1K—2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED353500%$2.1K$2.1K+$262026-10-23
Abound Wealth Management
NEW27—+27——$1.6K—2026-10-26
Root Financial Partners, LLC
NEW23—+23——$1.4K—2026-10-21
Nfsg Corp
UNCHANGED191900%$1.1K$1.2K+$142026-10-15
Citigroup Inc
DECREASED15-4-80%$301$61-$2402026-11-04
Hennion & Walsh Asset Management, Inc.
CLOSED0124,712-124,712-100%$3.1M$0-$3.1M2026-10-13
Able Wealth Management LLC
CLOSED067,724-67,724-100%$4.1M$0-$4.1M2026-10-13
Global Assets Advisory, LLC
CLOSED023,444-23,444-100%$1.4M$0-$1.4M2026-10-28
Arbor Capital Management Inc
CLOSED012,881-12,881-100%$753.7K$0-$753.7K2026-10-21
Scarborough Advisors, LLC
CLOSED011,406-11,406-100%$682.2K$0-$682.2K2026-10-16
J.W. Cole Advisors, Inc.
CLOSED09,798-9,798-100%$590.7K$0-$590.7K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED04,944-4,944-100%$298.1K$0-$298.1K2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED04,880-4,880-100%$294.2K$0-$294.2K2026-10-16
Partners Wealth Management, LLC
CLOSED04,411-4,411-100%$265.9K$0-$265.9K2026-10-28
International Assets Investment Management, LLC
CLOSED02,000-2,000-100%$119.8K$0-$119.8K2026-11-02
PNC Financial Services Group, Inc.
CLOSED0112-112-100%$6.8K$0-$6.8K2026-11-06
Physician Wealth Advisors, Inc.
CLOSED016-16-100%$967$0-$9672026-10-20
Northwestern Mutual Wealth Management Co
N/A—3,522,215-3,522,215-100%$212.4M———
Cetera Investment Advisers
N/A—2,267,920-2,267,920-100%$136.7M———
SHP Wealth Management
N/A—2,044,639-2,044,639-100%$123.3M———
Raymond James Financial Inc
N/A—1,562,547-1,562,547-100%$94.2M———
Great Valley Advisor Group, Inc.
N/A—1,553,226-1,553,226-100%$93.6M———
Charles Schwab Investment Management Inc
N/A—1,394,238-1,394,238-100%$84.1M———
Equitable Holdings, Inc.
N/A—925,783-925,783-100%$55.8M———
Osaic Holdings, Inc.
N/A—861,279-861,279-100%$51.9M———
HighTower Advisors, LLC
N/A—713,099-713,099-100%$43.0M———
MML Investors Services, LLC
N/A—704,192-704,192-100%$42.5M———
Envestnet Asset Management Inc
N/A—628,079-628,079-100%$37.9M———
Bank of America Corp
N/A—612,147-612,147-100%$36.9M———
Drake & Associates, LLC
N/A—598,229-598,229-100%$36.1M———
Planning Alternatives LTD
N/A—503,718-503,718-100%$30.4M———
Wells Fargo & Company
N/A—459,347-459,347-100%$27.7M———
Modern Wealth Management, LLC
N/A—457,489-457,489-100%$27.6M———
Retirement Management Systems Inc.
N/A—435,488-435,488-100%$26.3M———
Mercer Global Advisors Inc
N/A—369,409-369,409-100%$22.3M———
Three Cord True Wealth Management, LLC
N/A—313,992-313,992-100%$18.9M———
Private Advisor Group, LLC
N/A—285,327-285,327-100%$17.2M———
Nomura Asset Management Co LTD
N/A—279,800-279,800-100%$16.9M———
Janney Montgomery Scott LLC
N/A—249,475-249,475-100%$15.0M———
Kovack Advisors, Inc.
N/A—237,623-237,623-100%$14.2M———
Kingsview Wealth Management, LLC
N/A—224,057-224,057-100%$13.5M———
Jane Street Group, LLC
N/A—200,000-200,000-100%$12.1M———
Per Stirling Capital Management, Llc.
N/A—198,739-198,739-100%$12.0M———
Centaurus Financial, Inc.
N/A—187,716-187,716-100%$11.3M———
Silver OAK Securities, Incorporated
N/A—174,816-174,816-100%$10.5M———
Tidemark, LLC
N/A—174,610-174,610-100%$10.5M———
Dogwood Wealth Management LLC
N/A—160,272-160,272-100%$9.7M———
Integrated Wealth Concepts LLC
N/A—134,169-134,169-100%$8.1M———
Smith, Moore & Co.
N/A—128,251-128,251-100%$7.7M———
Legend Financial Advisors, Inc.
N/A—124,008-124,008-100%$7.5M———
Waverly Advisors, LLC
N/A—109,942-109,942-100%$6.6M———
Perspective Wealth Advisors LLC
N/A—106,560-106,560-100%$6.4M———
Horizon Investment Services, LLC
N/A—104,834-104,834-100%$6.3M———
Harbour Investments, Inc.
N/A—101,105-101,105-100%$6.1M———
Baird Financial Group, Inc.
N/A—100,454-100,454-100%$6.1M———
Citadel Advisors LLC
N/A—91,400-91,400-100%$5.5M———
Thoroughbred Financial Services, LLC
N/A—90,295-90,295-100%$5.4M———
Performance Wealth Partners, LLC
N/A—83,189-83,189-100%$5.0M———
&partners
N/A—79,807-79,807-100%$4.8M———
Greenline Wealth Management LLC
N/A—78,441-78,441-100%$4.7M———
Paladin Advisory Group, LLC
N/A—77,840-77,840-100%$4.7M———
Cedar Wealth Management, LLC
N/A—76,766-76,766-100%$4.6M———
IFG Advisory, LLC
N/A—75,772-75,772-100%$4.6M———
Stifel Financial Corp
N/A—72,011-72,011-100%$4.3M———
Leavell Investment Management, Inc.
N/A—70,398-70,398-100%$4.2M———
Riverstone Advisors, LLC
N/A—68,484-68,484-100%$4.1M———
GTS Securities LLC
N/A—67,491-67,491-100%$4.1M———
AssuredPartners Investment Advisors, LLC
N/A—67,249-67,249-100%$4.1M———
PCG Wealth Advisors, LLC
N/A—62,617-62,617-100%$3.8M———
CreativeOne Wealth, LLC
N/A—58,937-58,937-100%$3.6M———
Royal Bank of Canada
N/A—55,788-55,788-100%$3.4M———
Faithward Advisors, LLC
N/A—53,883-53,883-100%$3.2M———
Gladstone Institutional Advisory LLC
N/A—47,465-47,465-100%$2.9M———
Sanctuary Advisors, LLC
N/A—45,873-45,873-100%$2.8M———
Mpwm Advisory Solutions, LLC
N/A—44,519-44,519-100%$2.7M———
Kinetic Wealth Investment Advisors LLC
N/A—41,089-41,089-100%$2.5M———
Evergreen Wealth Partners LLC
N/A—40,176-40,176-100%$2.4M———
Westmount Partners, LLC
N/A—40,000-40,000-100%$2.4M———
Continuum Advisory, LLC
N/A—38,405-38,405-100%$2.3M———
Strategic Financial Concepts, LLC
N/A—37,113-37,113-100%$2.2M———
Stillwater Private Wealth, LLC
N/A—35,696-35,696-100%$2.3K———
Kensington Asset Management, LLC
N/A—32,771-32,771-100%$2.0M———
Betterment LLC
N/A—31,775-31,775-100%$1.9M———
JPMorgan Chase & Co
N/A—31,441-31,441-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—29,902-29,902-100%$1.8M———
Astoria Portfolio Advisors Llc.
N/A—29,756-29,756-100%$1.8M———
Tower Wealth Partners, Inc.
N/A—27,018-27,018-100%$1.6M———
Jones Financial Companies Lllp
N/A—26,251-26,251-100%$1.6M———
Atlas Capital Advisors Inc.
N/A—26,061-26,061-100%$1.6M———
Argent Trust Co
N/A—25,558-25,558-100%$1.5M———
Fiduciary Financial Advisors
N/A—24,772-24,772-100%$1.5M———
Vestmark Advisory Solutions, Inc.
N/A—23,664-23,664-100%$1.4M———
Top Private Wealth Llc.
N/A—23,586-23,586-100%$1.4M———
Belpointe Asset Management LLC
N/A—23,544-23,544-100%$1.4M———
Quantinno Capital Management LP
N/A—23,420-23,420-100%$1.4M———
Essex Financial Services, Inc.
N/A—23,308-23,308-100%$1.4M———
Steelhead Wealth Management LLC
N/A—21,611-21,611-100%$1.3M———
Capital Analysts, LLC
N/A—18,452-18,452-100%$1.1M———
Entelevest, LLC
N/A—18,108-18,108-100%$1.1M———
WCG Wealth Advisors LLC
N/A—17,805-17,805-100%$1.1M———
Principal Securities, Inc.
N/A—17,371-17,371-100%$1.0M———
Goldman Sachs Group Inc
N/A—16,147-16,147-100%$973.5K———
Mariner, LLC
N/A—15,749-15,749-100%$949.5K———
Western Wealth Management, LLC
N/A—14,646-14,646-100%$883.0K———
Rollins Financial Advisors, LLC
N/A—14,174-14,174-100%$854.6K———
Daner Wealth Management, LLC
N/A—13,278-13,278-100%$839.2K———
Atlantic Union Bankshares Corp
N/A—12,777-12,777-100%$770.3K———
Sankala Group LLC
N/A—12,448-12,448-100%$777.4K———
Berger Financial Group, Inc
N/A—12,385-12,385-100%$746.7K———
AQR Capital Management LLC
N/A—11,807-11,807-100%$711.9K———
IHT Wealth Management, LLC
N/A—10,779-10,779-100%$649.8K———
Geneos Wealth Management Inc.
N/A—10,455-10,455-100%$630.3K———
Ausdal Financial Partners, Inc.
N/A—10,202-10,202-100%$615.1K———
LaSalle St. Investment Advisors, LLC
N/A—9,803-9,803-100%$591.0K———
Madison Wealth Partners, Inc
N/A—9,695-9,695-100%$584.5K———
Signet Private Wealth LLC
N/A—8,335-8,335-100%$502.5K———
CIBC World Market Inc.
N/A—7,135-7,135-100%$430.2K———
Advisory Services Network, LLC
N/A—6,965-6,965-100%$419.9K———
Fortis Capital Advisors, LLC
N/A—6,815-6,815-100%$410.9K———
Florida Financial Advisors, LLC
N/A—6,727-6,727-100%$405.6K———
CIBC Bancorp USA Inc.
N/A—5,995-5,995-100%$361.4K———
FMR LLC
N/A—5,684-5,684-100%$342.7K———
Global Retirement Partners, LLC
N/A—5,671-5,671-100%$341.9K———
AE Wealth Management LLC
N/A—5,344-5,344-100%$322.2K———
Arax Advisory Partners
N/A—5,157-5,157-100%$310.9K———
Adapt Wealth Advisors, LLC
N/A—5,003-5,003-100%$301.6K———
Naviter Wealth, LLC
N/A—4,895-4,895-100%$295.1K———
Regatta Research & Money Management
N/A—4,068-4,068-100%$245.3K———
Nuveen, LLC
N/A—4,053-4,053-100%$244.4K———
Rockefeller Capital Management L.P.
N/A—3,038-3,038-100%$183.2K———
Aptus Capital Advisors, LLC
N/A—2,224-2,224-100%$134.1K———
EP Wealth Advisors, LLC
N/A—1,891-1,891-100%$114.0K———
Morgan Stanley
N/A—1,830-1,830-100%$110.3K———
NewEdge Advisors, LLC
N/A—1,557-1,557-100%$103.3K———
Whittier Trust Co of Nevada Inc
N/A—1,225-1,225-100%$73.5K———
Bessemer Group Inc
N/A—772-772-100%$47.0K———
O'shaughnessy Asset Management, LLC
N/A—613-613-100%$37.0K———
Medallion Wealth Advisors, LLC
N/A—598-598-100%$36.1K———
BFC Planning, Inc.
N/A—509-509-100%$30.7K———
Vanguard Advisers Inc
N/A—334-334-100%$20.2K———
UBS Group AG
N/A—292-292-100%$17.6K———
Mark Sheptoff Financial Planning, LLC
N/A—261-261-100%$15.7K———
Steigerwald, Gordon & Koch Inc.
N/A—161-161-100%$9.7K———
Bank of Montreal
N/A—90-90-100%$5.4K———
Kilter Group LLC
N/A—76-76-100%$4.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—70-70-100%$4.2K———
Atomic Invest LLC
N/A—67-67-100%$4.0K———
Crews Bank & Trust
N/A—52-52-100%$3.1K———
SOA Wealth Advisors, Llc.
N/A—16-16-100%$970———
Showing 318 of 318 institutions