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Ishares Russell Top 200 Valu (IWX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Citizens Bank & Trust Co
DECREASED
Shares2,625,157 from 4,514,061
Change-1,888,904 (-42%)
Value$287.5M (-$187.2M)
Filed 2026-10-14
Lido Advisors, LLC
DECREASED
Shares895,075 from 911,734
Change-16,659 (-2%)
Value$98.0M (+$2.2M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares569,723 from 483,315
Change+86,408 (+18%)
Value$62.4M (+$11.6M)
Filed 2026-11-06
First Citizens Asset Management, Inc.
INCREASED
Shares566,683 from 550,641
Change+16,042 (+3%)
Value$62.1M (+$4.2M)
Filed 2026-11-06
Richard P Slaughter Associates Inc
INCREASED
Shares546,002 from 513,314
Change+32,688 (+6%)
Value$59.8M (+$5.8M)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares479,499 from 492,332
Change-12,833 (-3%)
Value$52.5M (+$745.9K)
Filed 2026-10-23
SVB Wealth LLC
DECREASED
Shares439,969 from 477,994
Change-38,025 (-8%)
Value$48.2M (-$2.1M)
Filed 2026-11-06
Kingdom Financial Group Llc.
INCREASED
Shares364,042 from 324,849
Change+39,193 (+12%)
Value$39.9M (+$5.7M)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares334,344 from 316,217
Change+18,127 (+6%)
Value$36.6M (+$3.4M)
Filed 2026-10-22
RTD Financial Advisors, Inc.
INCREASED
Shares289,542 from 279,877
Change+9,665 (+3%)
Value$31.7M (+$2.3M)
Filed 2026-10-09
LifeWealth Investments, LLC
INCREASED
Shares275,685 from 249,969
Change+25,716 (+10%)
Value$30.2M (+$3.9M)
Filed 2026-10-21
JSF Financial, LLC
DECREASED
Shares238,599 from 239,472
Change-873 (0%)
Value$26.1M (+$950.9K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares237,753 from 236,778
Change+975 (+0%)
Value$26.0M (+$1.1M)
Filed 2026-11-04
Compton Wealth Advisory Group, LLC
DECREASED
Shares230,482 from 239,223
Change-8,741 (-4%)
Value$25.2M (-$130.9K)
Filed 2026-10-13
Howard Bailey Securities, LLC
INCREASED
Shares221,996 from 201,456
Change+20,540 (+10%)
Value$24.3M (+$3.1M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares199,062 from 181,611
Change+17,451 (+10%)
Value$21.8M (+$2.7M)
Filed 2026-11-06
Key Capital Management, Inc
INCREASED
Shares156,179 from 128,769
Change+27,410 (+21%)
Value$17.1M (+$3.6M)
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares145,890 from 132,081
Change+13,809 (+10%)
Value$16.0M (+$2.1M)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares141,398 from 142,144
Change-746 (-1%)
Value$15.5M (+$539.5K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares135,327 from 116,634
Change+18,693 (+16%)
Value$14.8M (+$2.6M)
Filed 2026-10-23
Horst & Graben Wealth Management LLC
DECREASED
Shares127,686 from 133,886
Change-6,200 (-5%)
Value$14.0M (-$199.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares102,605 from 88,860
Change+13,745 (+15%)
Value$11.2K (-$9.3M)
Filed 2026-11-02
Principal Financial Group Inc
NEW
Shares97,300
Change+97,300
Value$10.7M
Filed 2026-11-02
Globalt Investments LLC / GA
DECREASED
Shares61,000 from 62,611
Change-1,611 (-3%)
Value$6.7M (+$97.2K)
Filed 2026-10-27
Csenge Advisory Group
DECREASED
Shares52,558 from 52,901
Change-343 (-1%)
Value$5.8M (+$193.7K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares47,158 from 50,412
Change-3,254 (-6%)
Value$5.2M (-$136.2K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares46,333 from 44,866
Change+1,467 (+3%)
Value$5.1M (+$356.7K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares44,341 from 48,575
Change-4,234 (-9%)
Value$4.9M (-$251.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares41,711 from 41,658
Change+53 (+0%)
Value$4.6M (+$187.9K)
Filed 2026-10-26
Legacy Advisory Services, LLC
DECREASED
Shares39,042 from 63,553
Change-24,511 (-39%)
Value$4.3M (-$2.4M)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED
Shares36,054 from 37,565
Change-1,511 (-4%)
Value$3.9M (-$1.3K)
Filed 2026-10-22
SigFig Wealth Management, LLC
NEW
Shares35,039
Change+35,039
Value$3.8M
Filed 2026-10-07
Granville Capital, Inc.
UNCHANGED
Shares30,778 from 30,778
Change0 (0%)
Value$3.4M (+$134.5K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares30,024 from 43,758
Change-13,734 (-31%)
Value$3.3M (-$1.3M)
Filed 2026-11-05
FWG Investments, Llc.
DECREASED
Shares29,567 from 29,840
Change-273 (-1%)
Value$3.2M (+$100.5K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares27,760 from 27,983
Change-223 (-1%)
Value$3.0K (-$2.9M)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED
Shares26,631 from 24,632
Change+1,999 (+8%)
Value$2.9M (+$326.7K)
Filed 2026-11-02
Centerpoint Advisory Group
INCREASED
Shares22,993 from 19,815
Change+3,178 (+16%)
Value$2.5M (+$434.7K)
Filed 2026-10-23
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares22,257 from 22,030
Change+227 (+1%)
Value$2.4M (+$121.2K)
Filed 2026-11-04
Waldron Private Wealth LLC
UNCHANGED
Shares21,097 from 21,097
Change0 (0%)
Value$2.3M (+$92.2K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
INCREASED
Shares20,630 from 15,748
Change+4,882 (+31%)
Value$2.3M (+$594.7K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares19,995 from 20,033
Change-38 (0%)
Value$2.2M (+$83.4K)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares18,055 from 18,038
Change+17 (+0%)
Value$2.0M (+$80.7K)
Filed 2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares17,622 from 17,784
Change-162 (-1%)
Value$1.9M (+$59.9K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares17,616 from 18,227
Change-611 (-3%)
Value$1.9M (+$12.7K)
Filed 2026-10-13
Spectrum Advisors, Inc.
INCREASED
Shares16,393 from 16,081
Change+312 (+2%)
Value$1.8M (+$104.5K)
Filed 2026-11-03
Catalyst Financial Partners LLC
INCREASED
Shares16,017 from 6,519
Change+9,498 (+146%)
Value$1.8M (+$1.1M)
Filed 2026-11-06
Venture Visionary Partners LLC
INCREASED
Shares15,187 from 15,159
Change+28 (+0%)
Value$1.7M (+$69.3K)
Filed 2026-10-07
Lloyd Advisory Services, Llc.
INCREASED
Shares14,577 from 13,901
Change+676 (+5%)
Value$1.6M (+$134.8K)
Filed 2026-11-02
Alpha Zero LLC
UNCHANGED
Shares13,925 from 13,925
Change0 (0%)
Value$1.5M (+$10.4K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares13,719 from 13,778
Change-59 (0%)
Value$1.5M (+$53.8K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares13,698 from 13,552
Change+146 (+1%)
Value$1.5M (+$75.2K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
NEW
Shares13,343
Change+13,343
Value$1.5M
Filed 2026-10-13
Decker Retirement Planning Inc.
INCREASED
Shares12,969 from 12,463
Change+506 (+4%)
Value$1.4M (+$109.8K)
Filed 2026-10-19
Arcadia Wealth Management, LLC
DECREASED
Shares12,574 from 13,956
Change-1,382 (-10%)
Value$1.4M (-$90.4K)
Filed 2026-10-22
Centennial Advisors, LLC
INCREASED
Shares11,892 from 11,883
Change+9 (+0%)
Value$1.3M (+$52.9K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares11,858 from 12,344
Change-486 (-4%)
Value$1.3M (+$712)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
NEW
Shares11,821
Change+11,821
Value$1.3M
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares10,443 from 10,264
Change+179 (+2%)
Value$1.2M (+$107.4K)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares10,330 from 10,330
Change0 (0%)
Value$1.1M (+$45.1K)
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares9,576 from 9,576
Change0 (0%)
Value$1.0M (+$41.8K)
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares9,329 from 8,506
Change+823 (+10%)
Value$1.0M (+$127.3K)
Filed 2026-10-27
Smart Wealth LLC
INCREASED
Shares9,240 from 8,932
Change+308 (+3%)
Value$1.0M (+$72.8K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares6,875 from 8,900
Change-2,025 (-23%)
Value$753.0K (-$182.9K)
Filed 2026-11-05
Gibbs Wealth Management
UNCHANGED
Shares6,677 from 6,677
Change0 (0%)
Value$731.3K (+$29.2K)
Filed 2026-10-22
Associated Banc-Corp
NEW
Shares6,285
Change+6,285
Value$688.4K
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares6,030 from 5,979
Change+51 (+1%)
Value$660.5K (+$31.7K)
Filed 2026-11-05
KFA Private Wealth Group, LLC
INCREASED
Shares5,970 from 4,560
Change+1,410 (+31%)
Value$653.9K (+$174.4K)
Filed 2026-10-07
GenWealth Group, Inc.
UNCHANGED
Shares5,836 from 5,836
Change0 (0%)
Value$639.2K (+$25.5K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares5,656 from 3,547
Change+2,109 (+59%)
Value$619.5K (+$246.5K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
UNCHANGED
Shares5,496 from 5,496
Change0 (0%)
Value$602.0K (+$24.0K)
Filed 2026-11-05
Networth Advisors, LLC
DECREASED
Shares5,476 from 5,648
Change-172 (-3%)
Value$599.8K (+$5.9K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares5,388 from 3,319
Change+2,069 (+62%)
Value$590.1K (+$241.1K)
Filed 2026-11-02
Align Financial, LLC
DECREASED
Shares5,104 from 5,114
Change-10 (0%)
Value$559.0K (+$21.3K)
Filed 2026-10-16
MBL Wealth, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$525.7K (+$21.0K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares4,730 from 4,492
Change+238 (+5%)
Value$518.1K (+$45.7K)
Filed 2026-10-21
Sima Wealth Partners, LLC
UNCHANGED
Shares4,537 from 4,537
Change0 (0%)
Value$496.9K (+$19.8K)
Filed 2026-10-19
Granite Islands Private Wealth, LLC
INCREASED
Shares4,347 from 4,320
Change+27 (+1%)
Value$476.1K (+$22.6K)
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares4,120 from 4,223
Change-103 (-2%)
Value$451.2K (-$18.7K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$427.2K (+$17.0K)
Filed 2026-10-27
Kelly Financial Services LLC
DECREASED
Shares3,882 from 4,063
Change-181 (-4%)
Value$425.2K (-$2.0K)
Filed 2026-10-20
Reap Financial Group, LLC
DECREASED
Shares3,785 from 4,169
Change-384 (-9%)
Value$414.6K (-$23.8K)
Filed 2026-11-02
Yoder Wealth Management, Inc.
UNCHANGED
Shares3,741 from 3,741
Change0 (0%)
Value$409.8K (+$16.3K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares3,676 from 3,676
Change0 (0%)
Value$402.6K (+$16.1K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares3,575 from 3,305
Change+270 (+8%)
Value$391.5K (+$44.0K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares3,539 from 2,286
Change+1,253 (+55%)
Value$387.6K (+$147.2K)
Filed 2026-10-15
Silverlake Wealth Management LLC
DECREASED
Shares3,466 from 3,467
Change-1 (0%)
Value$379.6K (+$15.0K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$373.6K (+$14.9K)
Filed 2026-10-16
Legacy Edge Advisors, LLC
UNCHANGED
Shares3,293 from 3,293
Change0 (0%)
Value$360.7K (+$14.4K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
UNCHANGED
Shares3,086 from 3,086
Change0 (0%)
Value$338.0K (+$13.5K)
Filed 2026-10-22
Diversified Trust Co
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$336.5K (+$13.4K)
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares2,994 from 3,493
Change-499 (-14%)
Value$328.0K (-$39.4K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares2,928 from 2,891
Change+37 (+1%)
Value$320.7K (+$16.7K)
Filed 2026-10-23
Heck Capital Advisors, LLC
UNCHANGED
Shares2,903 from 2,903
Change0 (0%)
Value$318.0K (+$12.7K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares2,848 from 3,017
Change-169 (-6%)
Value$311.9K (-$5.3K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares2,805 from 2,444
Change+361 (+15%)
Value$307.2K (+$50.2K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares2,618 from 2,463
Change+155 (+6%)
Value$286.8K (+$27.7K)
Filed 2026-11-03
Anchor Capital Advisors LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$278.2K (+$11.1K)
Filed 2026-11-05
Regions Financial Corp
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$272.8K (+$10.9K)
Filed 2026-11-05
BLB&B Advisors, LLC
UNCHANGED
Shares2,387 from 2,387
Change0 (0%)
Value$261.4K (+$10.4K)
Filed 2026-10-27
Cordatus Wealth Management LLC
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$257.6K (+$10.3K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares2,272 from 2,164
Change+108 (+5%)
Value$248.9K (+$21.3K)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares2,260 from 2,215
Change+45 (+2%)
Value$247.6K (+$14.6K)
Filed 2026-10-22
Dudley Capital Management, LLC
INCREASED
Shares2,256 from 2,247
Change+9 (+0%)
Value$247.2K (+$10.9K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares2,138 from 2,136
Change+2 (+0%)
Value$234.2K (+$9.6K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares2,102 from 2,102
Change0 (0%)
Value$230.2K (+$9.2K)
Filed 2026-10-13
Russell Investments Group, Ltd.
NEW
Shares2,069
Change+2,069
Value$226.6K
Filed 2026-11-06
Financial Council, LLC
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$219.6K (+$8.8K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares1,962 from 2,306
Change-344 (-15%)
Value$214.9K (-$27.6K)
Filed 2026-10-29
Fifth Third Securities, Inc.
NEW
Shares1,957
Change+1,957
Value$214.4K
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares1,937 from 1,621
Change+316 (+19%)
Value$212.2K (+$41.7K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares1,892 from 872
Change+1,020 (+117%)
Value$207.2K (+$115.5K)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares1,819 from 1,908
Change-89 (-5%)
Value$199.2K (-$1.4K)
Filed 2026-10-05
CoreCap Advisors, LLC
INCREASED
Shares1,421 from 1,390
Change+31 (+2%)
Value$155.6K (+$9.5K)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$152.8K (+$6.1K)
Filed 2026-11-02
Wealth Analytics Partners, LLC
NEW
Shares1,375
Change+1,375
Value$150.6K
Filed 2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$148.0K (+$5.9K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares1,155 from 539
Change+616 (+114%)
Value$126.5K (+$69.8K)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares1,002 from 783
Change+219 (+28%)
Value$109.8K (+$27.4K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$84.9K (+$3.4K)
Filed 2026-10-05
Parkside Financial Bank & Trust
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$69.2K (+$2.8K)
Filed 2026-10-27
Planning Strategies Inc.
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$47.4K (+$1.9K)
Filed 2026-10-02
First Horizon Corp
DECREASED
Shares380 from 421
Change-41 (-10%)
Value$41.6K (-$2.7K)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares341
Change+341
Value$37.3K
Filed 2026-10-27
Richardson Financial Services Inc.
DECREASED
Shares339 from 440
Change-101 (-23%)
Value$37.1K (-$9.1K)
Filed 2026-10-30
AlphaCore Capital LLC
DECREASED
Shares270 from 1,913
Change-1,643 (-86%)
Value$29.6K (-$171.6K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$29.2K (+$1.2K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares258 from 257
Change+1 (+0%)
Value$28.3K (+$1.2K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares203 from 7,812
Change-7,609 (-97%)
Value$22.2K (-$853.4K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$18.7K (+$747)
Filed 2026-10-09
Cape Investment Advisory, Inc.
DECREASED
Shares110 from 112
Change-2 (-2%)
Value$12.0K (+$270)
Filed 2026-10-13
Golden State Wealth Management, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$11.3K (+$451)
Filed 2026-11-02
Clearstead Trust, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$11.3K (+$450)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$9.9K (+$393)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$7.1K (+$284)
Filed 2026-10-16
Godsey & Gibb, Inc
NEW
Shares64
Change+64
Value$7.0K
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.9K (+$236)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$5.1K (+$205)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
NEW
Shares26
Change+26
Value$2.8K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares26
Change+26
Value$2.8K
Filed 2026-10-21
Wall Capital Group, Inc.
CLOSED
Shares0 from 78,088
Change-78,088 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-14
Citigroup Inc
CLOSED
Shares0 from 22,509
Change-22,509 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 6,374
Change-6,374 (-100%)
Value$0 (-$670.3K)
Filed 2026-10-06
Dagco, Inc.
CLOSED
Shares0 from 3,192
Change-3,192 (-100%)
Value$0 (-$335.6K)
Filed 2026-10-20
Tenzing Financial LLC
CLOSED
Shares0 from 2,589
Change-2,589 (-100%)
Value$0 (-$278.9K)
Filed 2026-11-03
Synergy Asset Management, LLC
CLOSED
Shares0 from 2,285
Change-2,285 (-100%)
Value$0 (-$240.3K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$110.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$62.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$19.3K)
Filed 2026-10-16
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,859,021
Change-9,859,021 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,907,301
Change-4,907,301 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,815,846
Change-1,815,846 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,176,003
Change-1,176,003 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 692,856
Change-692,856 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 565,031
Change-565,031 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 414,030
Change-414,030 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 394,910
Change-394,910 (-100%)
Value—
UBS Group AG
N/A
Shares— from 376,112
Change-376,112 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 287,855
Change-287,855 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 266,777
Change-266,777 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 217,189
Change-217,189 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 216,815
Change-216,815 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 207,128
Change-207,128 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 200,112
Change-200,112 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 179,280
Change-179,280 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 176,522
Change-176,522 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 174,263
Change-174,263 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 164,385
Change-164,385 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 148,157
Change-148,157 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 135,545
Change-135,545 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 133,890
Change-133,890 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 131,189
Change-131,189 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 105,799
Change-105,799 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 84,977
Change-84,977 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 75,271
Change-75,271 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 64,262
Change-64,262 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 62,095
Change-62,095 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 57,635
Change-57,635 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 55,107
Change-55,107 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 52,223
Change-52,223 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 51,675
Change-51,675 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 51,115
Change-51,115 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,065
Change-49,065 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 39,500
Change-39,500 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 36,147
Change-36,147 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 33,488
Change-33,488 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 30,132
Change-30,132 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,004
Change-29,004 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 27,684
Change-27,684 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 24,840
Change-24,840 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,820
Change-19,820 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,444
Change-17,444 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,794
Change-16,794 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,535
Change-16,535 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,831
Change-15,831 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,497
Change-15,497 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,321
Change-13,321 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 12,728
Change-12,728 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,736
Change-11,736 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 10,690
Change-10,690 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,256
Change-10,256 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,227
Change-9,227 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,851
Change-8,851 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 8,780
Change-8,780 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,407
Change-4,407 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 961
Change-961 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 660
Change-660 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 340
Change-340 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 294
Change-294 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 245
Change-245 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
First Citizens Bank & Trust Co
DECREASED2,625,1574,514,061-1,888,904-42%$474.7M$287.5M-$187.2M2026-10-14
Lido Advisors, LLC
DECREASED895,075911,734-16,659-2%$95.9M$98.0M+$2.2M2026-11-04
LPL Financial LLC
INCREASED569,723483,315+86,408+18%$50.8M$62.4M+$11.6M2026-11-06
First Citizens Asset Management, Inc.
INCREASED566,683550,641+16,042+3%$57.9M$62.1M+$4.2M2026-11-06
Richard P Slaughter Associates Inc
INCREASED546,002513,314+32,688+6%$54.0M$59.8M+$5.8M2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED479,499492,332-12,833-3%$51.8M$52.5M+$745.9K2026-10-23
SVB Wealth LLC
DECREASED439,969477,994-38,025-8%$50.3M$48.2M-$2.1M2026-11-06
Kingdom Financial Group Llc.
INCREASED364,042324,849+39,193+12%$34.2M$39.9M+$5.7M2026-11-04
Sterling Capital Management LLC
INCREASED334,344316,217+18,127+6%$33.3M$36.6M+$3.4M2026-10-22
RTD Financial Advisors, Inc.
INCREASED289,542279,877+9,665+3%$29.4M$31.7M+$2.3M2026-10-09
LifeWealth Investments, LLC
INCREASED275,685249,969+25,716+10%$26.3M$30.2M+$3.9M2026-10-21
JSF Financial, LLC
DECREASED238,599239,472-8730%$25.2M$26.1M+$950.9K2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED237,753236,778+975+0%$24.9M$26.0M+$1.1M2026-11-04
Compton Wealth Advisory Group, LLC
DECREASED230,482239,223-8,741-4%$25.3M$25.2M-$130.9K2026-10-13
Howard Bailey Securities, LLC
INCREASED221,996201,456+20,540+10%$21.2M$24.3M+$3.1M2026-10-27
Kestra Private Wealth Services, LLC
INCREASED199,062181,611+17,451+10%$19.1M$21.8M+$2.7M2026-11-06
Key Capital Management, Inc
INCREASED156,179128,769+27,410+21%$13.5M$17.1M+$3.6M2026-11-03
Montgomery Financial Services LLC
INCREASED145,890132,081+13,809+10%$13.9M$16.0M+$2.1M2026-11-03
Truist Financial Corp
DECREASED141,398142,144-746-1%$14.9M$15.5M+$539.5K2026-10-30
Simplicity Wealth,LLC
INCREASED135,327116,634+18,693+16%$12.3M$14.8M+$2.6M2026-10-23
Horst & Graben Wealth Management LLC
DECREASED127,686133,886-6,200-5%$14.2M$14.0M-$199.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED102,60588,860+13,745+15%$9.3M$11.2K-$9.3M2026-11-02
Principal Financial Group Inc
NEW97,300—+97,300——$10.7M—2026-11-02
Globalt Investments LLC / GA
DECREASED61,00062,611-1,611-3%$6.6M$6.7M+$97.2K2026-10-27
Csenge Advisory Group
DECREASED52,55852,901-343-1%$5.6M$5.8M+$193.7K2026-11-04
Harbor Investment Advisory, LLC
DECREASED47,15850,412-3,254-6%$5.3M$5.2M-$136.2K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED46,33344,866+1,467+3%$4.7M$5.1M+$356.7K2026-10-16
Commonwealth Equity Services, LLC
DECREASED44,34148,575-4,234-9%$5.1M$4.9M-$251.5K2026-11-02
Oppenheimer & Co Inc
INCREASED41,71141,658+53+0%$4.4M$4.6M+$187.9K2026-10-26
Legacy Advisory Services, LLC
DECREASED39,04263,553-24,511-39%$6.7M$4.3M-$2.4M2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED36,05437,565-1,511-4%$4.0M$3.9M-$1.3K2026-10-22
SigFig Wealth Management, LLC
NEW35,039—+35,039——$3.8M—2026-10-07
Granville Capital, Inc.
UNCHANGED30,77830,77800%$3.2M$3.4M+$134.5K2026-11-05
Compound Planning, Inc.
DECREASED30,02443,758-13,734-31%$4.6M$3.3M-$1.3M2026-11-05
FWG Investments, Llc.
DECREASED29,56729,840-273-1%$3.1M$3.2M+$100.5K2026-11-03
Park Avenue Securities LLC
DECREASED27,76027,983-223-1%$2.9M$3.0K-$2.9M2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED26,63124,632+1,999+8%$2.6M$2.9M+$326.7K2026-11-02
Centerpoint Advisory Group
INCREASED22,99319,815+3,178+16%$2.1M$2.5M+$434.7K2026-10-23
Global Wealth Management Investment Advisory, Inc.
INCREASED22,25722,030+227+1%$2.3M$2.4M+$121.2K2026-11-04
Waldron Private Wealth LLC
UNCHANGED21,09721,09700%$2.2M$2.3M+$92.2K2026-11-02
CFS Investment Advisory Services, LLC
INCREASED20,63015,748+4,882+31%$1.7M$2.3M+$594.7K2026-10-19
Farther Finance Advisors, LLC
DECREASED19,99520,033-380%$2.1M$2.2M+$83.4K2026-10-08
Strategic Blueprint, LLC
INCREASED18,05518,038+17+0%$1.9M$2.0M+$80.7K2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED17,62217,784-162-1%$1.9M$1.9M+$59.9K2026-10-26
Signal Advisors Wealth, LLC
DECREASED17,61618,227-611-3%$1.9M$1.9M+$12.7K2026-10-13
Spectrum Advisors, Inc.
INCREASED16,39316,081+312+2%$1.7M$1.8M+$104.5K2026-11-03
Catalyst Financial Partners LLC
INCREASED16,0176,519+9,498+146%$685.5K$1.8M+$1.1M2026-11-06
Venture Visionary Partners LLC
INCREASED15,18715,159+28+0%$1.6M$1.7M+$69.3K2026-10-07
Lloyd Advisory Services, Llc.
INCREASED14,57713,901+676+5%$1.5M$1.6M+$134.8K2026-11-02
Alpha Zero LLC
UNCHANGED13,92513,92500%$1.5M$1.5M+$10.4K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED13,71913,778-590%$1.4M$1.5M+$53.8K2026-11-03
Claro Advisors Inc.
INCREASED13,69813,552+146+1%$1.4M$1.5M+$75.2K2026-11-02
B. Riley Wealth Advisors, Inc.
NEW13,343—+13,343——$1.5M—2026-10-13
Decker Retirement Planning Inc.
INCREASED12,96912,463+506+4%$1.3M$1.4M+$109.8K2026-10-19
Arcadia Wealth Management, LLC
DECREASED12,57413,956-1,382-10%$1.5M$1.4M-$90.4K2026-10-22
Centennial Advisors, LLC
INCREASED11,89211,883+9+0%$1.2M$1.3M+$52.9K2026-10-21
PNC Financial Services Group, Inc.
DECREASED11,85812,344-486-4%$1.3M$1.3M+$7122026-11-06
Wealthcare Advisory Partners LLC
NEW11,821—+11,821——$1.3M—2026-10-21
Prospera Financial Services Inc
INCREASED10,44310,264+179+2%$1.1M$1.2M+$107.4K2026-11-04
McKinley Carter Wealth Services, Inc.
UNCHANGED10,33010,33000%$1.1M$1.1M+$45.1K2026-10-16
Kohmann Bosshard Financial Services, LLC
UNCHANGED9,5769,57600%$1.0M$1.0M+$41.8K2026-11-04
Victory Financial Group, LLC
INCREASED9,3298,506+823+10%$894.5K$1.0M+$127.3K2026-10-27
Smart Wealth LLC
INCREASED9,2408,932+308+3%$939.3K$1.0M+$72.8K2026-11-04
Fifth Third Bancorp
DECREASED6,8758,900-2,025-23%$935.9K$753.0K-$182.9K2026-11-05
Gibbs Wealth Management
UNCHANGED6,6776,67700%$702.2K$731.3K+$29.2K2026-10-22
Associated Banc-Corp
NEW6,285—+6,285——$688.4K—2026-10-30
J.W. Cole Advisors, Inc.
INCREASED6,0305,979+51+1%$628.8K$660.5K+$31.7K2026-11-05
KFA Private Wealth Group, LLC
INCREASED5,9704,560+1,410+31%$479.5K$653.9K+$174.4K2026-10-07
GenWealth Group, Inc.
UNCHANGED5,8365,83600%$613.7K$639.2K+$25.5K2026-10-16
Creative Planning
INCREASED5,6563,547+2,109+59%$373.0K$619.5K+$246.5K2026-11-02
Confluence Wealth Services, Inc.
UNCHANGED5,4965,49600%$578.0K$602.0K+$24.0K2026-11-05
Networth Advisors, LLC
DECREASED5,4765,648-172-3%$593.9K$599.8K+$5.9K2026-11-03
Kestra Advisory Services, LLC
INCREASED5,3883,319+2,069+62%$349.0K$590.1K+$241.1K2026-11-02
Align Financial, LLC
DECREASED5,1045,114-100%$537.8K$559.0K+$21.3K2026-10-16
MBL Wealth, LLC
UNCHANGED4,8004,80000%$504.8K$525.7K+$21.0K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED4,7304,492+238+5%$472.4K$518.1K+$45.7K2026-10-21
Sima Wealth Partners, LLC
UNCHANGED4,5374,53700%$477.1K$496.9K+$19.8K2026-10-19
Granite Islands Private Wealth, LLC
INCREASED4,3474,320+27+1%$453.5K$476.1K+$22.6K2026-10-16
Triad Wealth Partners, LLC
DECREASED4,1204,223-103-2%$469.9K$451.2K-$18.7K2026-10-26
Laurel Wealth Advisors LLC
UNCHANGED3,9003,90000%$410.1K$427.2K+$17.0K2026-10-27
Kelly Financial Services LLC
DECREASED3,8824,063-181-4%$427.2K$425.2K-$2.0K2026-10-20
Reap Financial Group, LLC
DECREASED3,7854,169-384-9%$438.4K$414.6K-$23.8K2026-11-02
Yoder Wealth Management, Inc.
UNCHANGED3,7413,74100%$393.4K$409.8K+$16.3K2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED3,6763,67600%$386.6K$402.6K+$16.1K2026-11-03
Tounjian Advisory Partners, LLC
INCREASED3,5753,305+270+8%$347.6K$391.5K+$44.0K2026-11-04
Blue Trust, Inc.
INCREASED3,5392,286+1,253+55%$240.4K$387.6K+$147.2K2026-10-15
Silverlake Wealth Management LLC
DECREASED3,4663,467-10%$364.6K$379.6K+$15.0K2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED3,4113,41100%$358.7K$373.6K+$14.9K2026-10-16
Legacy Edge Advisors, LLC
UNCHANGED3,2933,29300%$346.3K$360.7K+$14.4K2026-11-06
Sagespring Wealth Partners, LLC
UNCHANGED3,0863,08600%$324.5K$338.0K+$13.5K2026-10-22
Diversified Trust Co
UNCHANGED3,0723,07200%$323.1K$336.5K+$13.4K2026-11-06
Meridian Wealth Management, LLC
DECREASED2,9943,493-499-14%$367.4K$328.0K-$39.4K2026-11-05
Sigma Planning Corp
INCREASED2,9282,891+37+1%$304.0K$320.7K+$16.7K2026-10-23
Heck Capital Advisors, LLC
UNCHANGED2,9032,90300%$305.3K$318.0K+$12.7K2026-10-14
Private Trust Co NA
DECREASED2,8483,017-169-6%$317.3K$311.9K-$5.3K2026-10-20
Atria Investments, Inc
INCREASED2,8052,444+361+15%$257.0K$307.2K+$50.2K2026-10-15
Parallel Advisors, LLC
INCREASED2,6182,463+155+6%$259.0K$286.8K+$27.7K2026-11-03
Anchor Capital Advisors LLC
UNCHANGED2,5402,54000%$267.1K$278.2K+$11.1K2026-11-05
Regions Financial Corp
UNCHANGED2,4912,49100%$262.0K$272.8K+$10.9K2026-11-05
BLB&B Advisors, LLC
UNCHANGED2,3872,38700%$251.0K$261.4K+$10.4K2026-10-27
Cordatus Wealth Management LLC
UNCHANGED2,3522,35200%$247.3K$257.6K+$10.3K2026-10-19
MGO One Seven LLC
INCREASED2,2722,164+108+5%$227.6K$248.9K+$21.3K2026-10-28
Brookstone Capital Management
INCREASED2,2602,215+45+2%$233.0K$247.6K+$14.6K2026-10-22
Dudley Capital Management, LLC
INCREASED2,2562,247+9+0%$236.2K$247.2K+$10.9K2026-10-23
Rossby Financial, LCC
INCREASED2,1382,136+2+0%$224.6K$234.2K+$9.6K2026-11-05
Signature Estate & Investment Advisors LLC
UNCHANGED2,1022,10200%$221.0K$230.2K+$9.2K2026-10-13
Russell Investments Group, Ltd.
NEW2,069—+2,069——$226.6K—2026-11-06
Financial Council, LLC
UNCHANGED2,0052,00500%$210.8K$219.6K+$8.8K2026-11-02
Vise Technologies, Inc.
DECREASED1,9622,306-344-15%$242.5K$214.9K-$27.6K2026-10-29
Fifth Third Securities, Inc.
NEW1,957—+1,957——$214.4K—2026-10-21
US Bancorp \de\
INCREASED1,9371,621+316+19%$170.5K$212.2K+$41.7K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED1,892872+1,020+117%$91.7K$207.2K+$115.5K2026-11-05
Eastern Bank
DECREASED1,8191,908-89-5%$200.6K$199.2K-$1.4K2026-10-05
CoreCap Advisors, LLC
INCREASED1,4211,390+31+2%$146.2K$155.6K+$9.5K2026-10-08
Key FInancial Inc
UNCHANGED1,3951,39500%$146.7K$152.8K+$6.1K2026-11-02
Wealth Analytics Partners, LLC
NEW1,375—+1,375——$150.6K—2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED1,3511,35100%$142.1K$148.0K+$5.9K2026-11-04
Assetmark, Inc
INCREASED1,155539+616+114%$56.7K$126.5K+$69.8K2026-10-21
Signature Equity Partners, LLC
INCREASED1,002783+219+28%$82.3K$109.8K+$27.4K2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED77577500%$81.5K$84.9K+$3.4K2026-10-05
Parkside Financial Bank & Trust
UNCHANGED63263200%$66.5K$69.2K+$2.8K2026-10-27
Planning Strategies Inc.
UNCHANGED43343300%$45.5K$47.4K+$1.9K2026-10-02
First Horizon Corp
DECREASED380421-41-10%$44.3K$41.6K-$2.7K2026-10-26
Latitude Advisors, LLC
NEW341—+341——$37.3K—2026-10-27
Richardson Financial Services Inc.
DECREASED339440-101-23%$46.3K$37.1K-$9.1K2026-10-30
AlphaCore Capital LLC
DECREASED2701,913-1,643-86%$201.2K$29.6K-$171.6K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED26726700%$28.1K$29.2K+$1.2K2026-10-15
IFP Advisors, Inc
INCREASED258257+1+0%$27.0K$28.3K+$1.2K2026-10-16
Compass Financial Management LLC
DECREASED2037,812-7,609-97%$875.6K$22.2K-$853.4K2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED17117100%$18.0K$18.7K+$7472026-10-09
Cape Investment Advisory, Inc.
DECREASED110112-2-2%$11.8K$12.0K+$2702026-10-13
Golden State Wealth Management, LLC
UNCHANGED10310300%$10.8K$11.3K+$4512026-11-02
Clearstead Trust, LLC
UNCHANGED10310300%$10.8K$11.3K+$4502026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED909000%$9.5K$9.9K+$3932026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED656500%$6.8K$7.1K+$2842026-10-16
Godsey & Gibb, Inc
NEW64—+64——$7.0K—2026-10-14
Spire Wealth Management
UNCHANGED545400%$5.7K$5.9K+$2362026-10-30
Evolution Wealth Management Inc.
UNCHANGED474700%$4.9K$5.1K+$2052026-10-28
Cassaday & Co Wealth Management LLC
NEW26—+26——$2.8K—2026-10-27
Root Financial Partners, LLC
NEW26—+26——$2.8K—2026-10-21
Wall Capital Group, Inc.
CLOSED078,088-78,088-100%$8.2M$0-$8.2M2026-10-14
Citigroup Inc
CLOSED022,509-22,509-100%$2.4M$0-$2.4M2026-11-04
Colton Groome Financial Advisors, LLC
CLOSED06,374-6,374-100%$670.3K$0-$670.3K2026-10-06
Dagco, Inc.
CLOSED03,192-3,192-100%$335.6K$0-$335.6K2026-10-20
Tenzing Financial LLC
CLOSED02,589-2,589-100%$278.9K$0-$278.9K2026-11-03
Synergy Asset Management, LLC
CLOSED02,285-2,285-100%$240.3K$0-$240.3K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,047-1,047-100%$110.1K$0-$110.1K2026-10-15
International Assets Investment Management, LLC
CLOSED0587-587-100%$62.2K$0-$62.2K2026-11-02
Cornerstone Planning Group LLC
CLOSED0179-179-100%$19.3K$0-$19.3K2026-10-16
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,859,021-9,859,021-100%$1.0B———
Envestnet Portfolio Solutions, Inc.
N/A—4,907,301-4,907,301-100%$516.1M———
Envestnet Asset Management Inc
N/A—1,815,846-1,815,846-100%$191.0M———
AE Wealth Management LLC
N/A—1,176,003-1,176,003-100%$123.7M———
Proficio Capital Partners LLC
N/A—692,856-692,856-100%$72.9M———
Clark Capital Management Group, Inc.
N/A—565,031-565,031-100%$59.4M———
Ameriprise Financial Inc
N/A—414,030-414,030-100%$44.4M———
Tiaa Trust, National Association
N/A—394,910-394,910-100%$41.5M———
UBS Group AG
N/A—376,112-376,112-100%$39.6M———
JPMorgan Chase & Co
N/A—287,855-287,855-100%$30.3M———
Bank of America Corp
N/A—266,777-266,777-100%$28.1M———
Orion Porfolio Solutions, LLC
N/A—217,189-217,189-100%$22.8M———
Waverly Advisors, LLC
N/A—216,815-216,815-100%$22.8M———
Cetera Investment Advisers
N/A—207,128-207,128-100%$21.8M———
Morgan Stanley
N/A—200,112-200,112-100%$21.0M———
Private Advisor Group, LLC
N/A—179,280-179,280-100%$18.9M———
Raymond James Financial Inc
N/A—176,522-176,522-100%$18.6M———
NewEdge Advisors, LLC
N/A—174,263-174,263-100%$18.3M———
Sanctuary Advisors, LLC
N/A—164,385-164,385-100%$17.3M———
Arkadios Wealth Advisors
N/A—148,157-148,157-100%$15.6M———
Wells Fargo & Company
N/A—135,545-135,545-100%$14.3M———
One Capital Management, LLC
N/A—133,890-133,890-100%$12.4M———
Principal Securities, Inc.
N/A—131,189-131,189-100%$13.8M———
Royal Bank of Canada
N/A—105,799-105,799-100%$11.1M———
Osaic Holdings, Inc.
N/A—84,977-84,977-100%$8.9M———
GTS Financial, LLC
N/A—75,271-75,271-100%$6.3M———
Veridan Wealth LLC
N/A—64,262-64,262-100%$6.8M———
Mariner, LLC
N/A—62,095-62,095-100%$6.5M———
Stratos Investment Management, LLC
N/A—57,635-57,635-100%$6.1M———
Integrated Wealth Concepts LLC
N/A—55,107-55,107-100%$5.8M———
Matters Capital LLC
N/A—52,223-52,223-100%$5.5M———
HighTower Advisors, LLC
N/A—51,675-51,675-100%$5.4M———
First American Trust, FSB
N/A—51,115-51,115-100%$5.4M———
MML Investors Services, LLC
N/A—49,065-49,065-100%$5.2M———
Two Sigma Investments, LP
N/A—39,500-39,500-100%$4.2M———
Voya Investment Management LLC
N/A—36,147-36,147-100%$3.8M———
Stratos Wealth Advisors, LLC
N/A—33,488-33,488-100%$3.5M———
SOA Wealth Advisors, Llc.
N/A—30,132-30,132-100%$3.2M———
Northwestern Mutual Wealth Management Co
N/A—29,004-29,004-100%$3.1M———
World Investment Advisors
N/A—27,684-27,684-100%$2.8M———
Jones Financial Companies Lllp
N/A—24,840-24,840-100%$2.6M———
Rockefeller Capital Management L.P.
N/A—19,820-19,820-100%$2.1M———
First National Bank of Omaha
N/A—17,838-17,838-100%$1.9M———
Brown Advisory Inc
N/A—17,444-17,444-100%$1.8M———
FMR LLC
N/A—16,794-16,794-100%$1.8M———
Goldman Sachs Group Inc
N/A—16,535-16,535-100%$1.7M———
Ausdal Financial Partners, Inc.
N/A—15,831-15,831-100%$1.7M———
HRT Financial LP
N/A—15,497-15,497-100%$1.6M———
Pinnacle Financial Partners, Inc.
N/A—14,952-14,952-100%$1.6M———
FLP Wealth Management, LLC
N/A—14,238-14,238-100%$1.5M———
Cresset Asset Management, LLC
N/A—13,321-13,321-100%$1.4M———
Fidelis Capital Partners, LLC
N/A—12,728-12,728-100%$1.3M———
CIBC Bancorp USA Inc.
N/A—12,667-12,667-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—11,736-11,736-100%$1.2M———
Quantum Portfolio Management LLC
N/A—10,690-10,690-100%$1.1M———
Stifel Financial Corp
N/A—10,256-10,256-100%$1.1M———
Captrust Financial Advisors
N/A—9,783-9,783-100%$1.0M———
D. E. Shaw & Co., Inc.
N/A—9,757-9,757-100%$1.0M———
Tailwinds Wealth, LLC
N/A—9,547-9,547-100%$1.0M———
Marshall Wace, LLP
N/A—9,227-9,227-100%$970.3K———
Gateway Wealth Partners, LLC
N/A—9,200-9,200-100%$967.5K———
Susquehanna International Group, LLP
N/A—9,045-9,045-100%$951.2K———
SCS Capital Management LLC
N/A—8,851-8,851-100%$930.8K———
Index Technologies Group LLC
N/A—8,780-8,780-100%$923.3K———
Smartleaf Asset Management LLC
N/A—8,511-8,511-100%$896.3K———
Mason & Associates Inc
N/A—8,420-8,420-100%$885.4K———
Quantinno Capital Management LP
N/A—7,176-7,176-100%$754.7K———
MAI Capital Management
N/A—7,149-7,149-100%$751.8K———
OneDigital Investment Advisors LLC
N/A—7,040-7,040-100%$740.3K———
Operose Advisors LLC
N/A—6,639-6,639-100%$698.2K———
FSA Advisors, Inc.
N/A—6,369-6,369-100%$669.8K———
Geneos Wealth Management Inc.
N/A—6,365-6,365-100%$669.3K———
Franklin Resources Inc
N/A—6,095-6,095-100%$641.0K———
Rothschild Wealth LLC
N/A—5,775-5,775-100%$607.3K———
Astoria Portfolio Advisors Llc.
N/A—5,715-5,715-100%$601.0K———
Arvest Bank Trust Division
N/A—5,372-5,372-100%$564.9K———
UBS Asset Management Americas LLC
N/A—5,182-5,182-100%$544.9K———
Tower Bridge Advisors
N/A—4,900-4,900-100%$515.3K———
Equitable Holdings, Inc.
N/A—4,775-4,775-100%$502.2K———
Bank of Montreal
N/A—4,754-4,754-100%$499.9K———
Vantage Point Financial LLC
N/A—4,407-4,407-100%$463.4K———
Glenmede Trust Co NA
N/A—4,399-4,399-100%$462.6K———
Brown Brothers Harriman & Co
N/A—4,330-4,330-100%$455.3K———
O'shaughnessy Asset Management, LLC
N/A—4,230-4,230-100%$444.8K———
BlackRock, Inc.
N/A—4,214-4,214-100%$443.1K———
M&T Bank Corp
N/A—4,003-4,003-100%$421.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—3,977-3,977-100%$418.3K———
GTS Securities LLC
N/A—3,882-3,882-100%$408.2K———
Blair William & Co
N/A—3,808-3,808-100%$400.4K———
Advyzon Investment Management, LLC
N/A—3,774-3,774-100%$396.9K———
AQR Capital Management LLC
N/A—3,768-3,768-100%$396.2K———
Pallas Capital Advisors LLC
N/A—3,768-3,768-100%$396.2K———
Beacon Pointe Advisors, LLC
N/A—3,621-3,621-100%$380.8K———
Ballast Advisors LLC
N/A—3,606-3,606-100%$379.2K———
Focus Partners Wealth
N/A—3,513-3,513-100%$369.4K———
K.J. Harrison & Partners Inc
N/A—3,410-3,410-100%$358.6K———
Composition Wealth, LLC
N/A—3,337-3,337-100%$350.9K———
IEQ Capital, LLC
N/A—3,277-3,277-100%$344.6K———
Janney Montgomery Scott LLC
N/A—3,205-3,205-100%$337.0K———
Prosperity Consulting Group, LLC
N/A—3,105-3,105-100%$326.5K———
1832 Asset Management L.P.
N/A—3,045-3,045-100%$320.2K———
Steward Partners Investment Advisory, LLC
N/A—3,001-3,001-100%$315.6K———
LifePlan Investment Advisors, Inc.
N/A—2,922-2,922-100%$307.3K———
CreativeOne Wealth, LLC
N/A—2,886-2,886-100%$303.5K———
Global Retirement Partners, LLC
N/A—2,886-2,886-100%$303.4K———
Argent Trust Co
N/A—2,822-2,822-100%$296.8K———
Maripau Wealth Management LLC
N/A—2,658-2,658-100%$279.5K———
Cerity Partners LLC
N/A—2,641-2,641-100%$277.8K———
Financial Engines Advisors L.L.C.
N/A—2,635-2,635-100%$277.1K———
One Wealth Advisors, LLC
N/A—2,556-2,556-100%$268.7K———
Perennial Investment Advisors, LLC
N/A—2,415-2,415-100%$254.0K———
LaSalle St. Investment Advisors, LLC
N/A—2,332-2,332-100%$245.2K———
Pacific Financial Group Inc
N/A—2,264-2,264-100%$238.0K———
RiverGlades Family Offices LLC
N/A—2,257-2,257-100%$237.3K———
BFC Planning, Inc.
N/A—2,232-2,232-100%$234.7K———
Parvin Asset Management, LLC
N/A—2,197-2,197-100%$231.0K———
Quadrature Capital Ltd
N/A—2,059-2,059-100%$216.5K———
Qube Research & Technologies Ltd
N/A—1,749-1,749-100%$183.9K———
Aptus Capital Advisors, LLC
N/A—1,578-1,578-100%$165.9K———
Colonial Trust Co / SC
N/A—1,435-1,435-100%$150.9K———
SouthState Bank Corp
N/A—1,132-1,132-100%$119.0K———
EFG International AG
N/A—1,110-1,110-100%$116.7K———
Harbour Investments, Inc.
N/A—961-961-100%$101.1K———
Bessemer Group Inc
N/A—660-660-100%$69.0K———
BOK Financial Private Wealth, Inc.
N/A—647-647-100%$68.0K———
IFG Advisory, LLC
N/A—600-600-100%$63.1K———
Anchor Investment Management, LLC
N/A—500-500-100%$52.6K———
Tower Research Capital LLC (TRC)
N/A—340-340-100%$35.8K———
ST Germain D J Co Inc
N/A—294-294-100%$30.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—286-286-100%$30.1K———
Arax Advisory Partners
N/A—245-245-100%$25.8K———
Greykasell Wealth Strategies, Inc.
N/A—203-203-100%$21.3K———
New Republic Capital, LLC
N/A—140-140-100%$14.7K———
Continuum Advisory, LLC
N/A—69-69-100%$7.3K———
Tiaa Wealth Investment Management LLC
N/A—43-43-100%$4.5K———
Millstone Evans Group, LLC
N/A—33-33-100%$3.5K———
Showing 285 of 285 institutions