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Invesco National Amt-Free MU (PZA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares4,430,218 from 4,286,823
Change+143,395 (+3%)
Value$94.8M (-$6.1M)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares4,048,828 from 4,047,709
Change+1,119 (+0%)
Value$86.6M (-$8.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares3,747,173 from 3,254,424
Change+492,749 (+15%)
Value$80.2M (+$3.6M)
Filed 2026-11-05
Sofi Wealth, LLC
INCREASED
Shares2,349,078 from 2,158,881
Change+190,197 (+9%)
Value$50.2M (-$530.1K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares1,150,957 from 1,103,426
Change+47,531 (+4%)
Value$24.6M (-$1.3M)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares826,071 from 808,140
Change+17,931 (+2%)
Value$17.7M (-$1.3M)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares644,939 from 480,354
Change+164,585 (+34%)
Value$13.8M (+$2.5M)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares627,447 from 386,729
Change+240,718 (+62%)
Value$13.4M (+$4.3M)
Filed 2026-10-29
Shepherd Financial Partners LLC
DECREASED
Shares576,949 from 665,927
Change-88,978 (-13%)
Value$12.3M (-$3.3M)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares574,451 from 534,858
Change+39,593 (+7%)
Value$13.5M (+$931.2K)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares554,031 from 455,386
Change+98,645 (+22%)
Value$11.9M (+$1.1M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares519,664 from 260,254
Change+259,410 (+100%)
Value$11.1M (+$5.1M)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares493,561 from 539,236
Change-45,675 (-8%)
Value$10.6M (-$2.1M)
Filed 2026-10-21
West Wealth Group, LLC
DECREASED
Shares428,314 from 514,231
Change-85,917 (-17%)
Value$9.2M (-$2.9M)
Filed 2026-10-14
Buttonwood Financial Group, LLC
NEW
Shares409,830
Change+409,830
Value$8.8M
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares375,460 from 342,485
Change+32,975 (+10%)
Value$8.0M (-$24.1K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares342,926 from 407,832
Change-64,906 (-16%)
Value$7.3M (-$2.3M)
Filed 2026-10-30
Stewardship Advisors, LLC
INCREASED
Shares325,062 from 315,505
Change+9,557 (+3%)
Value$7.0M (-$467.6K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares321,962 from 366,814
Change-44,852 (-12%)
Value$6.9M (-$1.7M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares307,158 from 191,575
Change+115,583 (+60%)
Value$6.5M (+$2.0M)
Filed 2026-10-13
Entrust Financial LLC
INCREASED
Shares284,536 from 180,893
Change+103,643 (+57%)
Value$6.1M (+$1.8M)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares272,001 from 288,905
Change-16,904 (-6%)
Value$5.8M (-$976.9K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares266,386 from 240,582
Change+25,804 (+11%)
Value$5.7M (+$39.5K)
Filed 2026-11-02
Goodman Advisory Group, LLC
INCREASED
Shares227,789 from 224,404
Change+3,385 (+2%)
Value$4.9M (-$405.6K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares223,431 from 200,311
Change+23,120 (+12%)
Value$4.8M (+$67.9K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
DECREASED
Shares210,890 from 219,917
Change-9,027 (-4%)
Value$4.5M (-$661.5K)
Filed 2026-10-14
1900 Wealth Management LLC
INCREASED
Shares202,042 from 191,594
Change+10,448 (+5%)
Value$4.3M (-$184.6K)
Filed 2026-10-13
Hudock, Inc.
NEW
Shares199,621
Change+199,621
Value$4.3M
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares196,398 from 183,859
Change+12,539 (+7%)
Value$4.2M (-$123.4K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares186,431 from 179,806
Change+6,625 (+4%)
Value$4.0M (-$241.3K)
Filed 2026-10-26
Confluence Investment Management LLC
DECREASED
Shares184,114 from 192,712
Change-8,598 (-4%)
Value$3.9M (-$594.4K)
Filed 2026-10-01
US Bancorp \de\
DECREASED
Shares181,617 from 303,040
Change-121,423 (-40%)
Value$3.9M (-$3.2M)
Filed 2026-11-05
Tortoise Investment Management, LLC
DECREASED
Shares181,339 from 265,440
Change-84,101 (-32%)
Value$3.9M (-$2.4M)
Filed 2026-11-06
Connecticut Capital Management Group, LLC
INCREASED
Shares179,677 from 174,723
Change+4,954 (+3%)
Value$3.8M (-$266.2K)
Filed 2026-10-29
Simon Quick Advisors, LLC
DECREASED
Shares172,001 from 257,730
Change-85,729 (-33%)
Value$3.7M (-$2.4M)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares171,261 from 145,301
Change+25,960 (+18%)
Value$3.7M (+$245.8K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares170,332 from 194,307
Change-23,975 (-12%)
Value$3.6M (-$926.7K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares162,788 from 157,372
Change+5,416 (+3%)
Value$3.5M (-$219.3K)
Filed 2026-11-02
Skyline Advisors, Inc.
DECREASED
Shares145,397 from 188,506
Change-43,109 (-23%)
Value$3.1M (-$1.3M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares143,100 from 102,422
Change+40,678 (+40%)
Value$3.1M (+$652.0K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares142,740 from 318,528
Change-175,788 (-55%)
Value$3.1M (-$4.4M)
Filed 2026-10-26
TD Private Client Wealth LLC
INCREASED
Shares139,324 from 82,947
Change+56,377 (+68%)
Value$3.0M (+$1.0M)
Filed 2026-10-28
Targeted Financial Services LLC
INCREASED
Shares138,811 from 47,099
Change+91,712 (+195%)
Value$3.0M (+$1.9M)
Filed 2026-10-19
Archer Investment Management, LLC
DECREASED
Shares116,736 from 388,496
Change-271,760 (-70%)
Value$2.5M (-$6.6M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares113,074 from 223,380
Change-110,306 (-49%)
Value$2.4M (-$2.8M)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
DECREASED
Shares101,295 from 188,024
Change-86,729 (-46%)
Value$2.2M (-$2.3M)
Filed 2026-11-04
Collaborative Wealth Managment Inc.
INCREASED
Shares96,944 from 96,093
Change+851 (+1%)
Value$2.1M (-$186.5K)
Filed 2026-11-06
Financial Life Advisors
DECREASED
Shares96,159 from 103,740
Change-7,581 (-7%)
Value$2.1M (-$383.1K)
Filed 2026-10-14
Leeward Financial Partners, LLC
DECREASED
Shares94,024 from 95,441
Change-1,417 (-1%)
Value$2.0M (-$233.6K)
Filed 2026-10-23
SteelPeak Wealth, LLC
DECREASED
Shares82,756 from 82,927
Change-171 (0%)
Value$1.8M (-$180.3K)
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED
Shares80,401 from 110,405
Change-30,004 (-27%)
Value$1.7M (-$877.0K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares73,283 from 91,101
Change-17,818 (-20%)
Value$1.6M (-$575.2K)
Filed 2026-10-15
Willis Johnson Wealth, Inc.
NEW
Shares71,057
Change+71,057
Value$1.5M
Filed 2026-11-03
Aprio Wealth Management, LLC
NEW
Shares70,498
Change+70,498
Value$1.5M
Filed 2026-10-28
Novem Group
INCREASED
Shares69,500 from 24,759
Change+44,741 (+181%)
Value$1.5M (+$904.3K)
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares68,512 from 118,538
Change-50,026 (-42%)
Value$1.5M (-$1.3M)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares68,225 from 78,197
Change-9,972 (-13%)
Value$1.5M (-$379.9K)
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares63,287 from 56,166
Change+7,121 (+13%)
Value$1.4M (+$32.7K)
Filed 2026-10-14
Claro Advisors Inc.
DECREASED
Shares56,336 from 75,735
Change-19,399 (-26%)
Value$1.2M (-$576.3K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares53,613 from 25,539
Change+28,074 (+110%)
Value$1.1M (+$546.1K)
Filed 2026-10-20
Ehrlich Financial Group
INCREASED
Shares52,553 from 51,689
Change+864 (+2%)
Value$1.1M (-$91.6K)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares51,316 from 38,456
Change+12,860 (+33%)
Value$1.1M (+$193.2K)
Filed 2026-11-04
Diversify Wealth Management, LLC
DECREASED
Shares49,692 from 54,646
Change-4,954 (-9%)
Value$1.1M (-$179.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares49,692 from 54,646
Change-4,954 (-9%)
Value$1.1M (-$179.1K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares49,266 from 27,862
Change+21,404 (+77%)
Value$1.1M (+$398.5K)
Filed 2026-10-23
Uptick Partners, LLC
DECREASED
Shares46,791 from 83,092
Change-36,301 (-44%)
Value$1.0M (-$953.5K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares45,688 from 47,606
Change-1,918 (-4%)
Value$977.3K (-$142.4K)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares44,401 from 43,960
Change+441 (+1%)
Value$949.7K (-$84.2K)
Filed 2026-11-06
Tenet Wealth Partners, LLC
NEW
Shares44,166
Change+44,166
Value$944.7K
Filed 2026-10-19
Focus Wealth Advisors, LLC
DECREASED
Shares42,051 from 46,531
Change-4,480 (-10%)
Value$899.5K (-$194.9K)
Filed 2026-10-14
A4 Wealth Advisors LLC
DECREASED
Shares40,881 from 54,729
Change-13,848 (-25%)
Value$874.4K (-$412.8K)
Filed 2026-10-20
Anderson Hoagland & Co
DECREASED
Shares39,541 from 61,554
Change-22,013 (-36%)
Value$860.4K (-$587.3K)
Filed 2026-10-23
ProVise Management Group, LLC
DECREASED
Shares38,212 from 41,793
Change-3,581 (-9%)
Value$817.4K (-$165.6K)
Filed 2026-11-06
TSG Advice Partners, LLC
NEW
Shares35,396
Change+35,396
Value$832.5K
Filed 2026-10-29
Veltria Advisors Corp.
INCREASED
Shares35,109 from 34,034
Change+1,075 (+3%)
Value$751.0K (-$49.5K)
Filed 2026-11-05
Oasis Advisors, LLC
NEW
Shares34,702
Change+34,702
Value$742.3K
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares33,805 from 37,264
Change-3,459 (-9%)
Value$723.1K (-$153.4K)
Filed 2026-10-16
King Luther Capital Management Corp
UNCHANGED
Shares33,597 from 33,597
Change0 (0%)
Value$718.6K (-$71.6K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares33,325 from 48,856
Change-15,531 (-32%)
Value$712.8K (-$436.3K)
Filed 2026-11-02
Colonial River Investments, LLC
INCREASED
Shares32,755 from 32,380
Change+375 (+1%)
Value$700.6K (-$61.0K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares32,416 from 33,143
Change-727 (-2%)
Value$693.4K (-$86.1K)
Filed 2026-10-15
FF Advisors,LLC
INCREASED
Shares31,437 from 25,142
Change+6,295 (+25%)
Value$672.4K (+$81.1K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
DECREASED
Shares31,185 from 34,635
Change-3,450 (-10%)
Value$664.6K (-$151.8K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares28,769 from 28,603
Change+166 (+1%)
Value$615.4K (-$57.4K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares28,073 from 27,337
Change+736 (+3%)
Value$600.5K (-$42.5K)
Filed 2026-10-23
Apeiron RIA LLC
UNCHANGED
Shares27,817 from 27,817
Change0 (0%)
Value$595.6K (-$58.7K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares27,605 from 22,985
Change+4,620 (+20%)
Value$590.5K (+$49.9K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares27,589 from 26,809
Change+780 (+3%)
Value$590.1K (-$40.4K)
Filed 2026-11-05
15 Wealth Advisors LLC
NEW
Shares26,930
Change+26,930
Value$576.0K
Filed 2026-10-14
SAX Wealth Advisors, LLC
UNCHANGED
Shares26,126 from 26,126
Change0 (0%)
Value$558.8K (-$41.5K)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares23,891 from 22,017
Change+1,874 (+9%)
Value$511.0K (-$6.8K)
Filed 2026-10-09
Asset One Wealth Management LLC
NEW
Shares22,514
Change+22,514
Value$481.6K
Filed 2026-11-02
UMB Bank, n.a.
NEW
Shares22,070
Change+22,070
Value$472.1K
Filed 2026-11-06
Flynn Zito Capital Management, LLC
DECREASED
Shares21,879 from 21,947
Change-68 (0%)
Value$468.0K (-$48.2K)
Filed 2026-11-04
LCW Services, LLC
NEW
Shares20,710
Change+20,710
Value$443.0K
Filed 2026-10-21
Ackerman Capital Advisors, LLC
UNCHANGED
Shares18,860 from 18,860
Change0 (0%)
Value$403.4K (-$40.2K)
Filed 2026-10-30
Titleist Asset Management, LLC
INCREASED
Shares18,654 from 18,370
Change+284 (+2%)
Value$399.0K (-$33.1K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares18,361 from 14,126
Change+4,235 (+30%)
Value$392.7K (+$60.5K)
Filed 2026-11-06
Revisor Wealth Management LLC
UNCHANGED
Shares18,343 from 18,343
Change0 (0%)
Value$396.9K (-$34.5K)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares18,029 from 18,015
Change+14 (+0%)
Value$385.6K (-$38.1K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares17,948 from 17,948
Change0 (0%)
Value$422.1K ($0)
Filed 2026-10-26
Sepio Capital, LP
INCREASED
Shares17,484 from 17,405
Change+79 (+0%)
Value$374.0K (-$35.4K)
Filed 2026-10-22
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares17,360 from 16,152
Change+1,208 (+7%)
Value$371.3K (-$8.6K)
Filed 2026-11-03
Melone Private Wealth, LLC
DECREASED
Shares17,239 from 17,314
Change-75 (0%)
Value$368.8K (-$38.5K)
Filed 2026-10-16
Town Capital LLC
DECREASED
Shares16,625 from 17,203
Change-578 (-3%)
Value$355.6K (-$49.0K)
Filed 2026-11-03
Integrated Wealth Management
DECREASED
Shares16,526 from 20,320
Change-3,794 (-19%)
Value$353.5K (-$124.4K)
Filed 2026-10-19
Wrenne Financial Planning LLC
NEW
Shares16,494
Change+16,494
Value$352.8K
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares15,907 from 12,954
Change+2,953 (+23%)
Value$340.3K (+$35.6K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
INCREASED
Shares15,901 from 12,812
Change+3,089 (+24%)
Value$340.1K (+$38.8K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
UNCHANGED
Shares15,445 from 15,445
Change0 (0%)
Value$330.4K (-$32.9K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares15,277 from 15,952
Change-675 (-4%)
Value$326.8K (-$48.4K)
Filed 2026-10-13
Rede Wealth, LLC
INCREASED
Shares14,924 from 12,780
Change+2,144 (+17%)
Value$319.2K (+$18.6K)
Filed 2026-10-22
KFA Private Wealth Group, LLC
DECREASED
Shares14,919 from 17,899
Change-2,980 (-17%)
Value$319.1K (-$101.9K)
Filed 2026-10-07
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares14,770 from 14,770
Change0 (0%)
Value$315.9K (-$31.5K)
Filed 2026-11-03
Unify Financial Advisors
UNCHANGED
Shares14,440 from 14,440
Change0 (0%)
Value$308.9K (-$30.8K)
Filed 2026-11-03
Advisory Resource Group
DECREASED
Shares14,411 from 18,228
Change-3,817 (-21%)
Value$308.2K (-$120.5K)
Filed 2026-10-26
Ballast Rock Private Wealth LLC
INCREASED
Shares14,094 from 14,003
Change+91 (+1%)
Value$301.5K (-$27.9K)
Filed 2026-10-26
Cap Partners, LLC
INCREASED
Shares13,283 from 13,154
Change+129 (+1%)
Value$284.1K (-$25.3K)
Filed 2026-10-19
Harmony Asset Management LLC
UNCHANGED
Shares12,650 from 12,650
Change0 (0%)
Value$270.6K (-$26.9K)
Filed 2026-10-20
Mascoma Wealth Management LLC
INCREASED
Shares12,277 from 12,252
Change+25 (+0%)
Value$262.6K (-$25.6K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares12,252 from 12,335
Change-83 (-1%)
Value$262.1K (-$28.2K)
Filed 2026-10-13
RDA Financial Network
NEW
Shares12,181
Change+12,181
Value$260.6K
Filed 2026-10-15
Invested Advisors
INCREASED
Shares11,804 from 10,003
Change+1,801 (+18%)
Value$252.5K (+$17.2K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares11,346 from 6,901
Change+4,445 (+64%)
Value$242.7K (+$80.4K)
Filed 2026-10-08
Daviman Financial, LLC
DECREASED
Shares11,254 from 13,282
Change-2,028 (-15%)
Value$240.7K (-$71.7K)
Filed 2026-11-06
Meridian Wealth Management, LLC
UNCHANGED
Shares11,250 from 11,250
Change0 (0%)
Value$240.6K (-$24.0K)
Filed 2026-11-05
Park State Asset Management
UNCHANGED
Shares11,159 from 11,159
Change0 (0%)
Value$238.7K (-$23.8K)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
INCREASED
Shares11,125 from 8,726
Change+2,399 (+27%)
Value$238.0K (+$32.7K)
Filed 2026-10-26
Schwallier Wealth Management LLC
DECREASED
Shares10,718 from 16,494
Change-5,776 (-35%)
Value$229.3K (-$158.7K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
UNCHANGED
Shares10,456 from 10,456
Change0 (0%)
Value$223.7K (-$22.3K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
NEW
Shares10,357
Change+10,357
Value$221.5K
Filed 2026-10-21
Procyon Advisors, LLC
INCREASED
Shares10,088 from 9,900
Change+188 (+2%)
Value$215.8K (-$17.1K)
Filed 2026-10-21
Integrated Advisors Network LLC
NEW
Shares10,053
Change+10,053
Value$215.0K
Filed 2026-10-20
Cullen T Bankers, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$213.9K (-$21.3K)
Filed 2026-10-28
First Citizens Financial Corp
DECREASED
Shares9,900 from 15,934
Change-6,034 (-38%)
Value$211.8K (-$163.0K)
Filed 2026-10-02
Creative Financial Designs Inc
DECREASED
Shares9,743 from 13,646
Change-3,903 (-29%)
Value$208.4K (-$112.6K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
DECREASED
Shares9,649 from 9,786
Change-137 (-1%)
Value$206.4K (-$23.8K)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares9,624 from 8,889
Change+735 (+8%)
Value$205.9K (-$3.2K)
Filed 2026-10-16
Key Capital Management, Inc
DECREASED
Shares8,513 from 9,934
Change-1,421 (-14%)
Value$182.1K (-$51.6K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares8,238 from 8,501
Change-263 (-3%)
Value$176.2K (-$23.7K)
Filed 2026-10-30
Kingdom Financial Group Llc.
DECREASED
Shares7,621 from 9,234
Change-1,613 (-17%)
Value$163.0K (-$54.2K)
Filed 2026-11-04
CX Institutional
DECREASED
Shares6,143 from 6,521
Change-378 (-6%)
Value$131 (-$22)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
INCREASED
Shares4,711 from 4,691
Change+20 (+0%)
Value$100.5K (-$9.8K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares4,640
Change+4,640
Value$99.2K
Filed 2026-10-27
Independence Bank of Kentucky
UNCHANGED
Shares4,590 from 4,590
Change0 (0%)
Value$98.2K (-$9.8K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares3,739 from 3,770
Change-31 (-1%)
Value$80.0K (-$8.7K)
Filed 2026-10-05
Richardson Financial Services Inc.
INCREASED
Shares3,613 from 3,599
Change+14 (+0%)
Value$77.3K (-$7.4K)
Filed 2026-10-30
First United Bank & Trust
DECREASED
Shares3,196 from 6,286
Change-3,090 (-49%)
Value$68.4K (-$79.5K)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares2,956 from 2,430
Change+526 (+22%)
Value$63.2K (+$6.1K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$53.5K (-$5.3K)
Filed 2026-11-02
Realta Investment Advisors
UNCHANGED
Shares2,446 from 2,446
Change0 (0%)
Value$52.3K (-$5.2K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares2,014 from 2,960
Change-946 (-32%)
Value$43.1K (-$26.5K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares1,849 from 1,203
Change+646 (+54%)
Value$39.6K (+$11.3K)
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$37.7K (+$37.6K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares1,645 from 1,323
Change+322 (+24%)
Value$35.2K (+$4.1K)
Filed 2026-11-04
Winthrop Capital Management, LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$34.8K (-$3.2K)
Filed 2026-11-05
United Financial Planning Group LLC
INCREASED
Shares1,622 from 1,481
Change+141 (+10%)
Value$34.7K (-$135)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares1,550 from 1,729
Change-179 (-10%)
Value$33.2K (-$7.5K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares1,304 from 1,291
Change+13 (+1%)
Value$27.9K (-$2.5K)
Filed 2026-11-05
First Premier Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$21 (-$3)
Filed 2026-10-13
Signature Equity Partners, LLC
DECREASED
Shares827 from 3,828
Change-3,001 (-78%)
Value$17.7K (-$72.3K)
Filed 2026-10-29
Horizon Financial Services, LLC
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$15.9K (-$1.6K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
INCREASED
Shares719 from 496
Change+223 (+45%)
Value$15.4K (+$3.7K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares694
Change+694
Value$14.8K
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares596 from 1
Change+595 (+59500%)
Value$12.8K (+$12.7K)
Filed 2026-10-08
Blueline Advisors LLC
NEW
Shares580
Change+580
Value$12.4K
Filed 2026-10-15
Nova Financial LLC
NEW
Shares421
Change+421
Value$9.0K
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares393
Change+393
Value$8.4K
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares323 from 500
Change-177 (-35%)
Value$6.9K (-$4.9K)
Filed 2026-10-28
Archer Investment Corp
NEW
Shares290
Change+290
Value$6.2K
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares271 from 277
Change-6 (-2%)
Value$5.8K (-$718)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$5.5K (-$549)
Filed 2026-10-02
Parallel Advisors, LLC
NEW
Shares170
Change+170
Value$3.6K
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares149 from 132
Change+17 (+13%)
Value$3.2K (+$82)
Filed 2026-11-06
Evolution Wealth Management Inc.
DECREASED
Shares106 from 824
Change-718 (-87%)
Value$2.3K (-$17.1K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares91 from 187
Change-96 (-51%)
Value$1.9K (-$2.5K)
Filed 2026-10-28
Triumph Capital Management
NEW
Shares22
Change+22
Value$471
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$150 (-$15)
Filed 2026-11-03
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 123,100
Change-123,100 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-21
Rochester Wealth Strategies, LLC
CLOSED
Shares0 from 94,257
Change-94,257 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 29,199
Change-29,199 (-100%)
Value$0 (-$686.8K)
Filed 2026-10-16
Wedmont Private Capital
CLOSED
Shares0 from 26,158
Change-26,158 (-100%)
Value$0 (-$613.4K)
Filed 2026-10-09
PFW Advisors LLC
CLOSED
Shares0 from 19,548
Change-19,548 (-100%)
Value$0 (-$459.8K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 16,660
Change-16,660 (-100%)
Value$0 (-$391.8K)
Filed 2026-10-13
Kwmg, LLC
CLOSED
Shares0 from 12,038
Change-12,038 (-100%)
Value$0 (-$283.1K)
Filed 2026-10-07
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$258.7K)
Filed 2026-10-22
Annex Advisory Services, LLC
CLOSED
Shares0 from 10,517
Change-10,517 (-100%)
Value$0 (-$247.4K)
Filed 2026-10-16
Parcion Private Wealth LLC
CLOSED
Shares0 from 10,095
Change-10,095 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 9,812
Change-9,812 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-19
Tsfg, LLC
CLOSED
Shares0 from 9,620
Change-9,620 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 9,510
Change-9,510 (-100%)
Value$0 (-$223.7K)
Filed 2026-11-04
Centennial Advisors, LLC
CLOSED
Shares0 from 9,415
Change-9,415 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 8,983
Change-8,983 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-21
James J. Burns & Company, LLC
CLOSED
Shares0 from 8,583
Change-8,583 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-22
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,124
Change-6,124 (-100%)
Value$0 (-$143.9K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 3,261
Change-3,261 (-100%)
Value$0 (-$76.7K)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 616
Change-616 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 335
Change-335 (-100%)
Value$0 (-$7.9K)
Filed 2026-11-06
Gamma Investing LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-08
Brooklyn FI, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$899)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 58,451,257
Change-58,451,257 (-100%)
Value—
UBS Group AG
N/A
Shares— from 24,464,378
Change-24,464,378 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,347,183
Change-7,347,183 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,299,957
Change-5,299,957 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,466,587
Change-4,466,587 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,754,322
Change-2,754,322 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,348,353
Change-2,348,353 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,232,045
Change-2,232,045 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,134,264
Change-2,134,264 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,948,074
Change-1,948,074 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,813,866
Change-1,813,866 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,759,425
Change-1,759,425 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,591,479
Change-1,591,479 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,262,470
Change-1,262,470 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,028,053
Change-1,028,053 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 992,255
Change-992,255 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 910,834
Change-910,834 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 785,536
Change-785,536 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 724,358
Change-724,358 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 679,603
Change-679,603 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 550,259
Change-550,259 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 457,954
Change-457,954 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 421,360
Change-421,360 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 408,126
Change-408,126 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 381,848
Change-381,848 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 377,487
Change-377,487 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 359,713
Change-359,713 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 322,300
Change-322,300 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 319,367
Change-319,367 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 317,983
Change-317,983 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 251,214
Change-251,214 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 244,351
Change-244,351 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 216,174
Change-216,174 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 208,864
Change-208,864 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 206,208
Change-206,208 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 195,005
Change-195,005 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 185,581
Change-185,581 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 180,536
Change-180,536 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 170,490
Change-170,490 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 169,510
Change-169,510 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 153,729
Change-153,729 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 141,343
Change-141,343 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 129,563
Change-129,563 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 128,165
Change-128,165 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 106,829
Change-106,829 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 97,682
Change-97,682 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 97,154
Change-97,154 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 94,637
Change-94,637 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 90,879
Change-90,879 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 86,911
Change-86,911 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 81,530
Change-81,530 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 77,378
Change-77,378 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 76,613
Change-76,613 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 70,222
Change-70,222 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 68,564
Change-68,564 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 65,281
Change-65,281 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 62,776
Change-62,776 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 58,520
Change-58,520 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 58,181
Change-58,181 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 57,695
Change-57,695 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 56,711
Change-56,711 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 56,247
Change-56,247 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 50,801
Change-50,801 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 50,328
Change-50,328 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 50,108
Change-50,108 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 44,280
Change-44,280 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 41,925
Change-41,925 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,241
Change-40,241 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 39,359
Change-39,359 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 36,706
Change-36,706 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 32,385
Change-32,385 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 31,769
Change-31,769 (-100%)
Value—
&partners
N/A
Shares— from 30,353
Change-30,353 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 30,316
Change-30,316 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 30,202
Change-30,202 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,931
Change-23,931 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23,338
Change-23,338 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 22,998
Change-22,998 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 21,861
Change-21,861 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,194
Change-20,194 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,088
Change-20,088 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,524
Change-19,524 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,088
Change-18,088 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 18,015
Change-18,015 (-100%)
Value—
FMR LLC
N/A
Shares— from 17,442
Change-17,442 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 16,973
Change-16,973 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 16,486
Change-16,486 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 16,139
Change-16,139 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 15,652
Change-15,652 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 15,270
Change-15,270 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,794
Change-14,794 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,570
Change-14,570 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 14,543
Change-14,543 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,676
Change-13,676 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,548
Change-13,548 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,530
Change-13,530 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,194
Change-13,194 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 12,243
Change-12,243 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,214
Change-12,214 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,075
Change-12,075 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 11,967
Change-11,967 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,755
Change-11,755 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 11,344
Change-11,344 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 10,877
Change-10,877 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 10,668
Change-10,668 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,730
Change-9,730 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 8,994
Change-8,994 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,893
Change-8,893 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 810
Change-810 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 602
Change-602 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED4,430,2184,286,823+143,395+3%$100.8M$94.8M-$6.1M2026-10-14
LPL Financial LLC
INCREASED4,048,8284,047,709+1,119+0%$95.2M$86.6M-$8.6M2026-11-06
Bank of New York Mellon Corp
INCREASED3,747,1733,254,424+492,749+15%$76.5M$80.2M+$3.6M2026-11-05
Sofi Wealth, LLC
INCREASED2,349,0782,158,881+190,197+9%$50.8M$50.2M-$530.1K2026-10-27
Commonwealth Equity Services, LLC
INCREASED1,150,9571,103,426+47,531+4%$26.0M$24.6M-$1.3M2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED826,071808,140+17,931+2%$19.0M$17.7M-$1.3M2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED644,939480,354+164,585+34%$11.3M$13.8M+$2.5M2026-10-08
Vise Technologies, Inc.
INCREASED627,447386,729+240,718+62%$9.1M$13.4M+$4.3M2026-10-29
Shepherd Financial Partners LLC
DECREASED576,949665,927-88,978-13%$15.7M$12.3M-$3.3M2026-11-03
Allworth Financial LP
INCREASED574,451534,858+39,593+7%$12.6M$13.5M+$931.2K2026-11-06
Thrivent Financial for Lutherans
INCREASED554,031455,386+98,645+22%$10.7M$11.9M+$1.1M2026-11-05
Savant Capital, LLC
INCREASED519,664260,254+259,410+100%$6.0M$11.1M+$5.1M2026-11-06
Assetmark, Inc
DECREASED493,561539,236-45,675-8%$12.7M$10.6M-$2.1M2026-10-21
West Wealth Group, LLC
DECREASED428,314514,231-85,917-17%$12.1M$9.2M-$2.9M2026-10-14
Buttonwood Financial Group, LLC
NEW409,830—+409,830——$8.8M—2026-10-16
Fifth Third Bancorp
INCREASED375,460342,485+32,975+10%$8.1M$8.0M-$24.1K2026-11-05
Ascent Group, LLC
DECREASED342,926407,832-64,906-16%$9.6M$7.3M-$2.3M2026-10-30
Stewardship Advisors, LLC
INCREASED325,062315,505+9,557+3%$7.4M$7.0M-$467.6K2026-10-20
PNC Financial Services Group, Inc.
DECREASED321,962366,814-44,852-12%$8.6M$6.9M-$1.7M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED307,158191,575+115,583+60%$4.5M$6.5M+$2.0M2026-10-13
Entrust Financial LLC
INCREASED284,536180,893+103,643+57%$4.3M$6.1M+$1.8M2026-11-04
Perigon Wealth Management, LLC
DECREASED272,001288,905-16,904-6%$6.8M$5.8M-$976.9K2026-10-22
Golden State Wealth Management, LLC
INCREASED266,386240,582+25,804+11%$5.7M$5.7M+$39.5K2026-11-02
Goodman Advisory Group, LLC
INCREASED227,789224,404+3,385+2%$5.3M$4.9M-$405.6K2026-11-02
MGO One Seven LLC
INCREASED223,431200,311+23,120+12%$4.7M$4.8M+$67.9K2026-10-28
Traphagen Investment Advisors LLC
DECREASED210,890219,917-9,027-4%$5.2M$4.5M-$661.5K2026-10-14
1900 Wealth Management LLC
INCREASED202,042191,594+10,448+5%$4.5M$4.3M-$184.6K2026-10-13
Hudock, Inc.
NEW199,621—+199,621——$4.3M—2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED196,398183,859+12,539+7%$4.3M$4.2M-$123.4K2026-11-05
Ashton Thomas Securities, LLC
INCREASED186,431179,806+6,625+4%$4.2M$4.0M-$241.3K2026-10-26
Confluence Investment Management LLC
DECREASED184,114192,712-8,598-4%$4.5M$3.9M-$594.4K2026-10-01
US Bancorp \de\
DECREASED181,617303,040-121,423-40%$7.1M$3.9M-$3.2M2026-11-05
Tortoise Investment Management, LLC
DECREASED181,339265,440-84,101-32%$6.2M$3.9M-$2.4M2026-11-06
Connecticut Capital Management Group, LLC
INCREASED179,677174,723+4,954+3%$4.1M$3.8M-$266.2K2026-10-29
Simon Quick Advisors, LLC
DECREASED172,001257,730-85,729-33%$6.1M$3.7M-$2.4M2026-10-26
McAdam, LLC
INCREASED171,261145,301+25,960+18%$3.4M$3.7M+$245.8K2026-10-21
Truist Financial Corp
DECREASED170,332194,307-23,975-12%$4.6M$3.6M-$926.7K2026-10-30
Kestra Advisory Services, LLC
INCREASED162,788157,372+5,416+3%$3.7M$3.5M-$219.3K2026-11-02
Skyline Advisors, Inc.
DECREASED145,397188,506-43,109-23%$4.4M$3.1M-$1.3M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED143,100102,422+40,678+40%$2.4M$3.1M+$652.0K2026-11-02
Park Avenue Securities LLC
DECREASED142,740318,528-175,788-55%$7.5M$3.1M-$4.4M2026-10-26
TD Private Client Wealth LLC
INCREASED139,32482,947+56,377+68%$2.0M$3.0M+$1.0M2026-10-28
Targeted Financial Services LLC
INCREASED138,81147,099+91,712+195%$1.1M$3.0M+$1.9M2026-10-19
Archer Investment Management, LLC
DECREASED116,736388,496-271,760-70%$9.1M$2.5M-$6.6M2026-10-13
Concurrent Investment Advisors, LLC
DECREASED113,074223,380-110,306-49%$5.3M$2.4M-$2.8M2026-10-16
Quadrant Private Wealth Management, LLC
DECREASED101,295188,024-86,729-46%$4.4M$2.2M-$2.3M2026-11-04
Collaborative Wealth Managment Inc.
INCREASED96,94496,093+851+1%$2.3M$2.1M-$186.5K2026-11-06
Financial Life Advisors
DECREASED96,159103,740-7,581-7%$2.4M$2.1M-$383.1K2026-10-14
Leeward Financial Partners, LLC
DECREASED94,02495,441-1,417-1%$2.2M$2.0M-$233.6K2026-10-23
SteelPeak Wealth, LLC
DECREASED82,75682,927-1710%$2.0M$1.8M-$180.3K2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED80,401110,405-30,004-27%$2.6M$1.7M-$877.0K2026-10-16
Atria Investments, Inc
DECREASED73,28391,101-17,818-20%$2.1M$1.6M-$575.2K2026-10-15
Willis Johnson Wealth, Inc.
NEW71,057—+71,057——$1.5M—2026-11-03
Aprio Wealth Management, LLC
NEW70,498—+70,498——$1.5M—2026-10-28
Novem Group
INCREASED69,50024,759+44,741+181%$582.3K$1.5M+$904.3K2026-10-19
Choreo, LLC
DECREASED68,512118,538-50,026-42%$2.8M$1.5M-$1.3M2026-10-28
First Heartland Consultants, Inc.
DECREASED68,22578,197-9,972-13%$1.8M$1.5M-$379.9K2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED63,28756,166+7,121+13%$1.3M$1.4M+$32.7K2026-10-14
Claro Advisors Inc.
DECREASED56,33675,735-19,399-26%$1.8M$1.2M-$576.3K2026-11-02
Private Trust Co NA
INCREASED53,61325,539+28,074+110%$600.7K$1.1M+$546.1K2026-10-20
Ehrlich Financial Group
INCREASED52,55351,689+864+2%$1.2M$1.1M-$91.6K2026-10-20
Keybank National Association
INCREASED51,31638,456+12,860+33%$904.5K$1.1M+$193.2K2026-11-04
Diversify Wealth Management, LLC
DECREASED49,69254,646-4,954-9%$1.3M$1.1M-$179.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED49,69254,646-4,954-9%$1.3M$1.1M-$179.1K2026-10-20
Bernardo Wealth Planning LLC
INCREASED49,26627,862+21,404+77%$655.3K$1.1M+$398.5K2026-10-23
Uptick Partners, LLC
DECREASED46,79183,092-36,301-44%$2.0M$1.0M-$953.5K2026-11-04
Venture Visionary Partners LLC
DECREASED45,68847,606-1,918-4%$1.1M$977.3K-$142.4K2026-10-07
Merit Financial Group, LLC
INCREASED44,40143,960+441+1%$1.0M$949.7K-$84.2K2026-11-06
Tenet Wealth Partners, LLC
NEW44,166—+44,166——$944.7K—2026-10-19
Focus Wealth Advisors, LLC
DECREASED42,05146,531-4,480-10%$1.1M$899.5K-$194.9K2026-10-14
A4 Wealth Advisors LLC
DECREASED40,88154,729-13,848-25%$1.3M$874.4K-$412.8K2026-10-20
Anderson Hoagland & Co
DECREASED39,54161,554-22,013-36%$1.4M$860.4K-$587.3K2026-10-23
ProVise Management Group, LLC
DECREASED38,21241,793-3,581-9%$983.0K$817.4K-$165.6K2026-11-06
TSG Advice Partners, LLC
NEW35,396—+35,396——$832.5K—2026-10-29
Veltria Advisors Corp.
INCREASED35,10934,034+1,075+3%$800.5K$751.0K-$49.5K2026-11-05
Oasis Advisors, LLC
NEW34,702—+34,702——$742.3K—2026-10-16
IFP Advisors, Inc
DECREASED33,80537,264-3,459-9%$876.4K$723.1K-$153.4K2026-10-16
King Luther Capital Management Corp
UNCHANGED33,59733,59700%$790.2K$718.6K-$71.6K2026-11-05
Creative Planning
DECREASED33,32548,856-15,531-32%$1.1M$712.8K-$436.3K2026-11-02
Colonial River Investments, LLC
INCREASED32,75532,380+375+1%$761.6K$700.6K-$61.0K2026-10-19
Blue Trust, Inc.
DECREASED32,41633,143-727-2%$779.5K$693.4K-$86.1K2026-10-15
FF Advisors,LLC
INCREASED31,43725,142+6,295+25%$591.3K$672.4K+$81.1K2026-10-21
Affinity Capital Advisors, LLC
DECREASED31,18534,635-3,450-10%$816.3K$664.6K-$151.8K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED28,76928,603+166+1%$672.8K$615.4K-$57.4K2026-10-21
Sowell Financial Services LLC
INCREASED28,07327,337+736+3%$643.0K$600.5K-$42.5K2026-10-23
Apeiron RIA LLC
UNCHANGED27,81727,81700%$654.3K$595.6K-$58.7K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED27,60522,985+4,620+20%$540.6K$590.5K+$49.9K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED27,58926,809+780+3%$630.6K$590.1K-$40.4K2026-11-05
15 Wealth Advisors LLC
NEW26,930—+26,930——$576.0K—2026-10-14
SAX Wealth Advisors, LLC
UNCHANGED26,12626,12600%$600.4K$558.8K-$41.5K2026-10-13
Balefire, LLC
INCREASED23,89122,017+1,874+9%$517.8K$511.0K-$6.8K2026-10-09
Asset One Wealth Management LLC
NEW22,514—+22,514——$481.6K—2026-11-02
UMB Bank, n.a.
NEW22,070—+22,070——$472.1K—2026-11-06
Flynn Zito Capital Management, LLC
DECREASED21,87921,947-680%$516.2K$468.0K-$48.2K2026-11-04
LCW Services, LLC
NEW20,710—+20,710——$443.0K—2026-10-21
Ackerman Capital Advisors, LLC
UNCHANGED18,86018,86000%$443.6K$403.4K-$40.2K2026-10-30
Titleist Asset Management, LLC
INCREASED18,65418,370+284+2%$432.1K$399.0K-$33.1K2026-10-08
Kestra Private Wealth Services, LLC
INCREASED18,36114,126+4,235+30%$332.2K$392.7K+$60.5K2026-11-06
Revisor Wealth Management LLC
UNCHANGED18,34318,34300%$431.4K$396.9K-$34.5K2026-10-20
Courier Capital LLC
INCREASED18,02918,015+14+0%$423.7K$385.6K-$38.1K2026-10-19
PKS Advisory Services, LLC
UNCHANGED17,94817,94800%$422.1K$422.1K$02026-10-26
Sepio Capital, LP
INCREASED17,48417,405+79+0%$409.4K$374.0K-$35.4K2026-10-22
Sanchez Gaunt Capital Management, LLC
INCREASED17,36016,152+1,208+7%$379.9K$371.3K-$8.6K2026-11-03
Melone Private Wealth, LLC
DECREASED17,23917,314-750%$407.2K$368.8K-$38.5K2026-10-16
Town Capital LLC
DECREASED16,62517,203-578-3%$404.6K$355.6K-$49.0K2026-11-03
Integrated Wealth Management
DECREASED16,52620,320-3,794-19%$477.9K$353.5K-$124.4K2026-10-19
Wrenne Financial Planning LLC
NEW16,494—+16,494——$352.8K—2026-10-30
IMG Wealth Management, Inc.
INCREASED15,90712,954+2,953+23%$304.7K$340.3K+$35.6K2026-10-27
Tempus Wealth Planning, LLC
INCREASED15,90112,812+3,089+24%$301.3K$340.1K+$38.8K2026-10-14
Integrity Advisory Solutions, LLC
UNCHANGED15,44515,44500%$363.3K$330.4K-$32.9K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED15,27715,952-675-4%$375.2K$326.8K-$48.4K2026-10-13
Rede Wealth, LLC
INCREASED14,92412,780+2,144+17%$300.6K$319.2K+$18.6K2026-10-22
KFA Private Wealth Group, LLC
DECREASED14,91917,899-2,980-17%$421.0K$319.1K-$101.9K2026-10-07
American Institute for Advanced Investment Management, LLP
UNCHANGED14,77014,77000%$347.4K$315.9K-$31.5K2026-11-03
Unify Financial Advisors
UNCHANGED14,44014,44000%$339.6K$308.9K-$30.8K2026-11-03
Advisory Resource Group
DECREASED14,41118,228-3,817-21%$428.7K$308.2K-$120.5K2026-10-26
Ballast Rock Private Wealth LLC
INCREASED14,09414,003+91+1%$329.4K$301.5K-$27.9K2026-10-26
Cap Partners, LLC
INCREASED13,28313,154+129+1%$309.4K$284.1K-$25.3K2026-10-19
Harmony Asset Management LLC
UNCHANGED12,65012,65000%$297.5K$270.6K-$26.9K2026-10-20
Mascoma Wealth Management LLC
INCREASED12,27712,252+25+0%$288.2K$262.6K-$25.6K2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED12,25212,335-83-1%$290.2K$262.1K-$28.2K2026-10-13
RDA Financial Network
NEW12,181—+12,181——$260.6K—2026-10-15
Invested Advisors
INCREASED11,80410,003+1,801+18%$235.3K$252.5K+$17.2K2026-10-23
Farther Finance Advisors, LLC
INCREASED11,3466,901+4,445+64%$162.3K$242.7K+$80.4K2026-10-08
Daviman Financial, LLC
DECREASED11,25413,282-2,028-15%$312.4K$240.7K-$71.7K2026-11-06
Meridian Wealth Management, LLC
UNCHANGED11,25011,25000%$264.6K$240.6K-$24.0K2026-11-05
Park State Asset Management
UNCHANGED11,15911,15900%$262.5K$238.7K-$23.8K2026-11-02
Total Clarity Wealth Management, Inc.
INCREASED11,1258,726+2,399+27%$205.2K$238.0K+$32.7K2026-10-26
Schwallier Wealth Management LLC
DECREASED10,71816,494-5,776-35%$387.9K$229.3K-$158.7K2026-11-05
Crusonia Wealth Advisors LLC
UNCHANGED10,45610,45600%$245.9K$223.7K-$22.3K2026-10-26
Axxcess Wealth Management, LLC
NEW10,357—+10,357——$221.5K—2026-10-21
Procyon Advisors, LLC
INCREASED10,0889,900+188+2%$232.8K$215.8K-$17.1K2026-10-21
Integrated Advisors Network LLC
NEW10,053—+10,053——$215.0K—2026-10-20
Cullen T Bankers, Inc.
UNCHANGED10,00010,00000%$235.2K$213.9K-$21.3K2026-10-28
First Citizens Financial Corp
DECREASED9,90015,934-6,034-38%$374.8K$211.8K-$163.0K2026-10-02
Creative Financial Designs Inc
DECREASED9,74313,646-3,903-29%$321.0K$208.4K-$112.6K2026-11-04
WealthBridge Capital Management, LLC
DECREASED9,6499,786-137-1%$230.2K$206.4K-$23.8K2026-10-16
Vontobel Holding Ltd.
INCREASED9,6248,889+735+8%$209.1K$205.9K-$3.2K2026-10-16
Key Capital Management, Inc
DECREASED8,5139,934-1,421-14%$233.6K$182.1K-$51.6K2026-11-03
Spire Wealth Management
DECREASED8,2388,501-263-3%$200.0K$176.2K-$23.7K2026-10-30
Kingdom Financial Group Llc.
DECREASED7,6219,234-1,613-17%$217.2K$163.0K-$54.2K2026-11-04
CX Institutional
DECREASED6,1436,521-378-6%$153$131-$222026-10-02
Capital Investment Advisory Services, LLC
INCREASED4,7114,691+20+0%$110.3K$100.5K-$9.8K2026-10-30
Latitude Advisors, LLC
NEW4,640—+4,640——$99.2K—2026-10-27
Independence Bank of Kentucky
UNCHANGED4,5904,59000%$108.0K$98.2K-$9.8K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED3,7393,770-31-1%$88.7K$80.0K-$8.7K2026-10-05
Richardson Financial Services Inc.
INCREASED3,6133,599+14+0%$84.6K$77.3K-$7.4K2026-10-30
First United Bank & Trust
DECREASED3,1966,286-3,090-49%$147.8K$68.4K-$79.5K2026-10-22
AlphaCore Capital LLC
INCREASED2,9562,430+526+22%$57.2K$63.2K+$6.1K2026-11-04
Westside Investment Management, Inc.
UNCHANGED2,5002,50000%$58.8K$53.5K-$5.3K2026-11-02
Realta Investment Advisors
UNCHANGED2,4462,44600%$57.5K$52.3K-$5.2K2026-10-14
Lanark Financial, Inc.
DECREASED2,0142,960-946-32%$69.6K$43.1K-$26.5K2026-10-26
Rossby Financial, LCC
INCREASED1,8491,203+646+54%$28.3K$39.6K+$11.3K2026-11-05
Coston, McIsaac & Partners
UNCHANGED1,7611,76100%$41$37.7K+$37.6K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED1,6451,323+322+24%$31.1K$35.2K+$4.1K2026-11-04
Winthrop Capital Management, LLC
UNCHANGED1,6261,62600%$38.0K$34.8K-$3.2K2026-11-05
United Financial Planning Group LLC
INCREASED1,6221,481+141+10%$34.8K$34.7K-$1352026-11-04
Lloyd Advisory Services, Llc.
DECREASED1,5501,729-179-10%$40.7K$33.2K-$7.5K2026-11-02
Larson Financial Group LLC
INCREASED1,3041,291+13+1%$30.4K$27.9K-$2.5K2026-11-05
First Premier Bank
UNCHANGED1,0001,00000%$24$21-$32026-10-13
Signature Equity Partners, LLC
DECREASED8273,828-3,001-78%$90.0K$17.7K-$72.3K2026-10-29
Horizon Financial Services, LLC
UNCHANGED74274200%$17.5K$15.9K-$1.6K2026-11-04
Elevated Capital Advisors, LLC
INCREASED719496+223+45%$11.7K$15.4K+$3.7K2026-11-04
Balance Wealth Partners LLC
NEW694—+694——$14.8K—2026-10-27
CoreCap Advisors, LLC
INCREASED5961+595+59500%$14$12.8K+$12.7K2026-10-08
Blueline Advisors LLC
NEW580—+580——$12.4K—2026-10-15
Nova Financial LLC
NEW421—+421——$9.0K—2026-11-04
Ascentis Independent Advisors
NEW393—+393——$8.4K—2026-11-03
Raleigh Capital Management Inc.
DECREASED323500-177-35%$11.8K$6.9K-$4.9K2026-10-28
Archer Investment Corp
NEW290—+290——$6.2K—2026-11-05
Signaturefd, LLC
DECREASED271277-6-2%$6.5K$5.8K-$7182026-10-23
Versant Capital Management, Inc
UNCHANGED25825800%$6.1K$5.5K-$5492026-10-02
Parallel Advisors, LLC
NEW170—+170——$3.6K—2026-11-03
Clearstead Advisors, LLC
INCREASED149132+17+13%$3.1K$3.2K+$822026-11-06
Evolution Wealth Management Inc.
DECREASED106824-718-87%$19.4K$2.3K-$17.1K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED91187-96-51%$4.4K$1.9K-$2.5K2026-10-28
Triumph Capital Management
NEW22—+22——$471—2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED7700%$165$150-$152026-11-03
Ocean Park Asset Management, LLC
CLOSED0123,100-123,100-100%$2.9M$0-$2.9M2026-10-21
Rochester Wealth Strategies, LLC
CLOSED094,257-94,257-100%$2.2M$0-$2.2M2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED029,199-29,199-100%$686.8K$0-$686.8K2026-10-16
Wedmont Private Capital
CLOSED026,158-26,158-100%$613.4K$0-$613.4K2026-10-09
PFW Advisors LLC
CLOSED019,548-19,548-100%$459.8K$0-$459.8K2026-10-07
Signature Estate & Investment Advisors LLC
CLOSED016,660-16,660-100%$391.8K$0-$391.8K2026-10-13
Kwmg, LLC
CLOSED012,038-12,038-100%$283.1K$0-$283.1K2026-10-07
Andrew Hill Investment Advisors, Inc.
CLOSED011,000-11,000-100%$258.7K$0-$258.7K2026-10-22
Annex Advisory Services, LLC
CLOSED010,517-10,517-100%$247.4K$0-$247.4K2026-10-16
Parcion Private Wealth LLC
CLOSED010,095-10,095-100%$237.4K$0-$237.4K2026-10-28
Laurel OAK Wealth Management, LLC
CLOSED09,812-9,812-100%$230.8K$0-$230.8K2026-10-19
Tsfg, LLC
CLOSED09,620-9,620-100%$226.0K$0-$226.0K2026-10-23
Cornerstone Wealth Management, LLC
CLOSED09,510-9,510-100%$223.7K$0-$223.7K2026-11-04
Centennial Advisors, LLC
CLOSED09,415-9,415-100%$221.4K$0-$221.4K2026-10-21
OpenArc Corporate Advisory, LLC
CLOSED08,983-8,983-100%$211.3K$0-$211.3K2026-10-21
James J. Burns & Company, LLC
CLOSED08,583-8,583-100%$201.9K$0-$201.9K2026-10-22
International Assets Investment Management, LLC
CLOSED06,124-6,124-100%$143.9K$0-$143.9K2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED03,261-3,261-100%$76.7K$0-$76.7K2026-10-07
AdvisorNet Financial, Inc
CLOSED0616-616-100%$14.5K$0-$14.5K2026-10-15
Institute for Wealth Management, Llc.
CLOSED0335-335-100%$7.9K$0-$7.9K2026-11-06
Gamma Investing LLC
CLOSED056-56-100%$1.3K$0-$1.3K2026-10-08
Brooklyn FI, LLC
CLOSED039-39-100%$899$0-$8992026-11-05
Bank of America Corp
N/A—58,451,257-58,451,257-100%$1.4B———
UBS Group AG
N/A—24,464,378-24,464,378-100%$575.4M———
Ameriprise Financial Inc
N/A—7,347,183-7,347,183-100%$172.8M———
Envestnet Asset Management Inc
N/A—5,299,957-5,299,957-100%$124.7M———
Jupiter Topco LLC
N/A—4,466,587-4,466,587-100%$105.1M———
JPMorgan Chase & Co
N/A—2,754,322-2,754,322-100%$64.8M———
EP Wealth Advisors, LLC
N/A—2,348,353-2,348,353-100%$55.2M———
UBS Asset Management Americas LLC
N/A—2,232,045-2,232,045-100%$52.5M———
Morgan Stanley
N/A—2,134,264-2,134,264-100%$50.2M———
Wells Fargo & Company
N/A—1,948,074-1,948,074-100%$45.8M———
Arax Advisory Partners
N/A—1,813,866-1,813,866-100%$42.7M———
Vestmark Advisory Solutions, Inc.
N/A—1,759,425-1,759,425-100%$41.4M———
Northwestern Mutual Wealth Management Co
N/A—1,591,479-1,591,479-100%$37.4M———
Cetera Investment Advisers
N/A—1,262,470-1,262,470-100%$29.7M———
Stifel Financial Corp
N/A—1,028,053-1,028,053-100%$24.2M———
Sanctuary Advisors, LLC
N/A—992,255-992,255-100%$23.3M———
Raymond James Financial Inc
N/A—910,834-910,834-100%$21.4M———
Composition Wealth, LLC
N/A—785,536-785,536-100%$18.5M———
NewEdge Advisors, LLC
N/A—724,358-724,358-100%$17.0M———
Royal Bank of Canada
N/A—679,603-679,603-100%$16.0M———
Osaic Holdings, Inc.
N/A—550,259-550,259-100%$12.9M———
IHT Wealth Management, LLC
N/A—457,954-457,954-100%$10.8M———
Rockefeller Capital Management L.P.
N/A—421,360-421,360-100%$9.9M———
MML Investors Services, LLC
N/A—408,126-408,126-100%$9.6M———
Integrated Wealth Concepts LLC
N/A—381,848-381,848-100%$9.0M———
Perennial Investment Advisors, LLC
N/A—377,487-377,487-100%$8.9M———
Citadel Advisors LLC
N/A—359,713-359,713-100%$8.5M———
Renaissance Technologies LLC
N/A—322,300-322,300-100%$7.6M———
Jane Street Group, LLC
N/A—319,367-319,367-100%$7.5M———
AE Wealth Management LLC
N/A—317,983-317,983-100%$7.5M———
Seeds Investor LLC
N/A—251,214-251,214-100%$5.9M———
Robinson Capital Management, LLC
N/A—244,351-244,351-100%$5.7M———
Synergy Investment Management, LLC
N/A—216,174-216,174-100%$5.1M———
Trustmark Bank Trust Department
N/A—208,864-208,864-100%$4.9M———
Petix & Botte Co
N/A—206,208-206,208-100%$4.9M———
Private Advisor Group, LLC
N/A—195,005-195,005-100%$4.6M———
Stratos Wealth Partners, Ltd.
N/A—185,581-185,581-100%$4.4M———
Moneta Group Investment Advisors LLC
N/A—180,536-180,536-100%$4.2M———
Quadrature Capital Ltd
N/A—170,490-170,490-100%$4.0M———
Garden State Investment Advisory Services LLC
N/A—169,510-169,510-100%$4.0M———
Clark Capital Management Group, Inc.
N/A—153,729-153,729-100%$3.6M———
Jones Financial Companies Lllp
N/A—141,343-141,343-100%$3.3M———
Principal Securities, Inc.
N/A—129,563-129,563-100%$3.0M———
Keystone Financial Group
N/A—128,165-128,165-100%$3.0M———
Strategies Wealth Advisors, LLC
N/A—106,829-106,829-100%$2.5M———
Meadowbrook Advisors Group, LLC
N/A—97,682-97,682-100%$2.3M———
Advisory Services Network, LLC
N/A—97,154-97,154-100%$2.3M———
Elequin Capital, LP
N/A—94,637-94,637-100%$2.2M———
Per Stirling Capital Management, Llc.
N/A—90,879-90,879-100%$2.1M———
Waverly Advisors, LLC
N/A—86,911-86,911-100%$2.0M———
First Foundation Advisors
N/A—81,530-81,530-100%$1.9M———
Bcgm Wealth Management, LLC
N/A—77,378-77,378-100%$1.8M———
Beto Financial Group, LLC
N/A—76,613-76,613-100%$1.8M———
Northern Trust Corp
N/A—70,222-70,222-100%$1.7M———
HighTower Advisors, LLC
N/A—68,564-68,564-100%$1.6M———
SSA Swiss Advisors AG
N/A—65,281-65,281-100%$1.5M———
BlueStem Wealth Partners, LLC
N/A—62,776-62,776-100%$1.5M———
Janney Montgomery Scott LLC
N/A—58,520-58,520-100%$1.4M———
Wealth Alliance, LLC
N/A—58,181-58,181-100%$1.4M———
Magnolia Private Wealth, LLC
N/A—57,695-57,695-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—56,711-56,711-100%$1.3M———
Benjamin Edwards Inc
N/A—56,247-56,247-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—50,801-50,801-100%$1.2M———
World Investment Advisors
N/A—50,328-50,328-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—50,108-50,108-100%$1.2M———
Fiduciary Trust Co
N/A—50,000-50,000-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—44,280-44,280-100%$1.0M———
NorthRock Partners, LLC
N/A—41,925-41,925-100%$986.1K———
MAI Capital Management
N/A—40,241-40,241-100%$946.5K———
Ally Invest Advisors Inc.
N/A—39,359-39,359-100%$925.7K———
FLP Wealth Management, LLC
N/A—36,706-36,706-100%$863.3K———
Nicolet Bankshares Inc
N/A—32,385-32,385-100%$761.7K———
Ducere Wealth Management LLC
N/A—31,769-31,769-100%$747.2K———
&partners
N/A—30,353-30,353-100%$713.9K———
Keating Financial Advisory Services, Inc.
N/A—30,316-30,316-100%$713.0K———
BlackRock, Inc.
N/A—30,202-30,202-100%$710.3K———
Captrust Financial Advisors
N/A—23,931-23,931-100%$562.9K———
IFG Advisory, LLC
N/A—23,338-23,338-100%$548.9K———
Advisory Alpha, LLC
N/A—22,998-22,998-100%$540.9K———
Crews Bank & Trust
N/A—22,815-22,815-100%$536.6K———
MRP Capital Investments, LLC
N/A—21,861-21,861-100%$514.2K———
Orion Porfolio Solutions, LLC
N/A—20,194-20,194-100%$475.0K———
Arkadios Wealth Advisors
N/A—20,088-20,088-100%$472.5K———
Mariner, LLC
N/A—19,524-19,524-100%$459.2K———
Old Mission Capital LLC
N/A—18,088-18,088-100%$425.4K———
Vectors Research Management, LLC
N/A—18,015-18,015-100%$423.7K———
FMR LLC
N/A—17,442-17,442-100%$410.2K———
Coastal Bridge Advisors, LLC
N/A—16,973-16,973-100%$399.2K———
Thomasville National Bank
N/A—16,600-16,600-100%$390.4K———
Tyche Wealth Partners LLC
N/A—16,486-16,486-100%$387.7K———
Capital Analysts, LLC
N/A—16,139-16,139-100%$379.0K———
Curtis Wealth Management LLC
N/A—15,652-15,652-100%$368.1K———
Wiser Advisor Group LLC
N/A—15,270-15,270-100%$359.1K———
Gladstone Institutional Advisory LLC
N/A—14,794-14,794-100%$348.0K———
Commerce Bank
N/A—14,570-14,570-100%$342.7K———
Silver OAK Securities, Incorporated
N/A—14,543-14,543-100%$342.1K———
Harbour Investments, Inc.
N/A—13,676-13,676-100%$321.7K———
Equitable Holdings, Inc.
N/A—13,548-13,548-100%$318.6K———
Gateway Wealth Partners, LLC
N/A—13,530-13,530-100%$318.2K———
First Trust Advisors LP
N/A—13,194-13,194-100%$310.3K———
Alaska Wealth Advisors, LLC
N/A—12,243-12,243-100%$288.0K———
HRT Financial LP
N/A—12,214-12,214-100%$287.0K———
Range Advisory, LLC
N/A—12,168-12,168-100%$286.2K———
Steward Partners Investment Advisory, LLC
N/A—12,116-12,116-100%$285.0K———
NewEdge Wealth, LLC
N/A—12,075-12,075-100%$284.0K———
Tandem Financial, LLC
N/A—11,967-11,967-100%$281.5K———
Qube Research & Technologies Ltd
N/A—11,755-11,755-100%$276.5K———
Pinnacle Financial Partners, Inc.
N/A—11,344-11,344-100%$266.8K———
OneDigital Investment Advisors LLC
N/A—11,250-11,250-100%$264.6K———
Calton & Associates, Inc.
N/A—10,877-10,877-100%$255.8K———
Cerity Partners LLC
N/A—10,777-10,777-100%$253.5K———
Capstone Financial Advisors, Inc.
N/A—10,668-10,668-100%$250.9K———
Liberty Square Wealth Partners LLC
N/A—10,437-10,437-100%$245.5K———
Bridgewater Advisors Inc.
N/A—10,000-10,000-100%$228.7K———
Mayflower Financial Advisors, LLC
N/A—9,819-9,819-100%$230.9K———
Lifeworks Advisors, LLC
N/A—9,817-9,817-100%$230.9K———
Belpointe Asset Management LLC
N/A—9,792-9,792-100%$230.3K———
Fortis Capital Advisors, LLC
N/A—9,792-9,792-100%$230.3K———
Modern Wealth Management, LLC
N/A—9,730-9,730-100%$228.8K———
CFO4Life Group, LLC
N/A—9,698-9,698-100%$228.1K———
Great Valley Advisor Group, Inc.
N/A—9,493-9,493-100%$223.3K———
Mutual Advisors, LLC
N/A—9,079-9,079-100%$213.5K———
Patron Partners, LLC
N/A—8,994-8,994-100%$211.5K———
Mercer Global Advisors Inc
N/A—8,990-8,990-100%$211.5K———
Advyzon Investment Management, LLC
N/A—8,893-8,893-100%$209.2K———
Venturi Wealth Management, LLC
N/A—8,770-8,770-100%$206.3K———
Aptus Capital Advisors, LLC
N/A—5,384-5,384-100%$126.6K———
Ancora Advisors LLCA
N/A—5,089-5,089-100%$119.7K———
Greykasell Wealth Strategies, Inc.
N/A—4,639-4,639-100%$109.1K———
Bank of Montreal
N/A—4,599-4,599-100%$108.2K———
Blair William & Co
N/A—3,920-3,920-100%$92.2K———
Global Retirement Partners, LLC
N/A—3,320-3,320-100%$78.1K———
BNP Paribas Financial Markets
N/A—2,178-2,178-100%$51.2K———
GeoWealth Management, LLC
N/A—2,025-2,025-100%$47.6K———
Centennial Bank
N/A—2,023-2,023-100%$47.6K———
LGT Financial Advisors LLC
N/A—1,646-1,646-100%$38.7K———
BFC Planning, Inc.
N/A—1,463-1,463-100%$34.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,463-1,463-100%$34.4K———
Huntington National Bank
N/A—1,329-1,329-100%$31.3K———
Meramec Financial Planners, LLC
N/A—1,000-1,000-100%$22.9K———
N.E.W. Advisory Services LLC
N/A—1,000-1,000-100%$23.5K———
Franklin Resources Inc
N/A—1,000-1,000-100%$23.5K———
Vision Retirement, LLC
N/A—878-878-100%$20.7K———
Godfrey Financial Associates, Inc.
N/A—810-810-100%$19.1K———
Founders Financial Alliance, LLC
N/A—697-697-100%$16.4K———
Fiduciary Financial Advisors
N/A—602-602-100%$14.2K———
Bogart Wealth, LLC
N/A—549-549-100%$12.9K———
Smartleaf Asset Management LLC
N/A—430-430-100%$10.1K———
Geneos Wealth Management Inc.
N/A—364-364-100%$8.6K———
Delos Wealth Advisors, LLC
N/A—176-176-100%$4.1K———
O'shaughnessy Asset Management, LLC
N/A—8-8-100%$188———
Showing 351 of 351 institutions