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Ishares Systematic Bond ETF (SYSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares226,794 from 204,948
Change+21,846 (+11%)
Value$19.1M (+$932.0K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares138,587 from 141,070
Change-2,483 (-2%)
Value$11.7K (-$12.5M)
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares137,344 from 74,419
Change+62,925 (+85%)
Value$11.6M (+$5.0M)
Filed 2026-10-30
Kelly Financial Services LLC
INCREASED
Shares81,646 from 67,728
Change+13,918 (+21%)
Value$6.9M (+$872.6K)
Filed 2026-10-20
Milestone Asset Management, LLC
DECREASED
Shares81,002 from 93,640
Change-12,638 (-13%)
Value$6.8M (-$1.5M)
Filed 2026-10-15
Portfolio Design Labs, LLC
NEW
Shares72,163
Change+72,163
Value$6.1M
Filed 2026-11-04
Alpine Bank Wealth Management
DECREASED
Shares71,968 from 126,530
Change-54,562 (-43%)
Value$6.1M (-$5.2M)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares68,213 from 62,447
Change+5,766 (+9%)
Value$5.7M (+$208.9K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares66,989 from 35,575
Change+31,414 (+88%)
Value$5.6M (+$2.5M)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares59,635 from 56,670
Change+2,965 (+5%)
Value$5.0M (+$98.0K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares58,000 from 57,801
Change+199 (+0%)
Value$4.9K (-$5.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares56,440 from 62,462
Change-6,022 (-10%)
Value$4.7M (-$798.0K)
Filed 2026-11-05
Traveka Wealth, LLC
INCREASED
Shares52,624 from 43,141
Change+9,483 (+22%)
Value$4.4M (+$607.8K)
Filed 2026-10-19
SteelPeak Wealth, LLC
DECREASED
Shares52,134 from 56,584
Change-4,450 (-8%)
Value$4.4M (-$626.1K)
Filed 2026-10-16
Scarborough Advisors, LLC
INCREASED
Shares50,749 from 16,612
Change+34,137 (+206%)
Value$4.3M (+$2.8M)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares42,932 from 41,400
Change+1,532 (+4%)
Value$3.6M (-$54.5K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares40,388 from 36,397
Change+3,991 (+11%)
Value$3.4M (+$175.0K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares38,290 from 35,652
Change+2,638 (+7%)
Value$3.2M (+$64.1K)
Filed 2026-10-22
Sharkey, Howes & Javer
INCREASED
Shares38,124 from 35,252
Change+2,872 (+8%)
Value$3.2M (+$85.7K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares36,849 from 34,939
Change+1,910 (+5%)
Value$3.1M (+$6.0K)
Filed 2026-10-15
FFG Retirement Advisors LLC
DECREASED
Shares36,357 from 37,704
Change-1,347 (-4%)
Value$3.1M (-$280.7K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares35,033 from 33,520
Change+1,513 (+5%)
Value$3.0M (-$21.2K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
INCREASED
Shares34,574 from 31,445
Change+3,129 (+10%)
Value$2.9M (+$124.2K)
Filed 2026-11-03
Bay Capital Advisors, LLC
NEW
Shares29,188
Change+29,188
Value$2.5M
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares28,261 from 11,337
Change+16,924 (+149%)
Value$2.4M (+$1.4M)
Filed 2026-10-13
SWP Financial LLC
INCREASED
Shares27,695 from 27,169
Change+526 (+2%)
Value$2.3M (-$76.2K)
Filed 2026-10-23
Sofi Wealth, LLC
INCREASED
Shares27,611 from 27,372
Change+239 (+1%)
Value$2.3M (-$101.3K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares27,423 from 25,222
Change+2,201 (+9%)
Value$2.3M (+$76.9K)
Filed 2026-10-19
TSA Wealth Managment LLC
INCREASED
Shares27,057 from 25,599
Change+1,458 (+6%)
Value$2.3M (+$9.3K)
Filed 2026-10-22
Pettinga Financial Advisors LLC
DECREASED
Shares26,373 from 27,018
Change-645 (-2%)
Value$2.2M (-$174.2K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares25,781 from 25,993
Change-212 (-1%)
Value$2.2M (-$119.8K)
Filed 2026-11-02
Alterna Wealth Management, Inc
DECREASED
Shares25,393 from 26,025
Change-632 (-2%)
Value$2.1M (-$168.7K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares24,667 from 50,167
Change-25,500 (-51%)
Value$2.1M (-$2.4M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares24,450 from 9,446
Change+15,004 (+159%)
Value$2.1M (+$1.2M)
Filed 2026-11-02
Trek Financial, LLC
DECREASED
Shares23,103 from 23,713
Change-610 (-3%)
Value$1.9M (-$156.6K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares22,163
Change+22,163
Value$1.9M
Filed 2026-11-03
Pinion Investment Advisors, LLC
INCREASED
Shares21,438 from 18,481
Change+2,957 (+16%)
Value$1.8M (+$167.2K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares21,333 from 16,102
Change+5,231 (+32%)
Value$1.8M (+$369.4K)
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares19,961 from 17,957
Change+2,004 (+11%)
Value$1.7M (+$89.2K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares19,114 from 18,232
Change+882 (+5%)
Value$1.6M (-$6.5K)
Filed 2026-10-29
Breakwater Capital Group
INCREASED
Shares18,772 from 11,744
Change+7,028 (+60%)
Value$1.6M (+$540.2K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,999 from 6,012
Change+11,987 (+199%)
Value$1.5M (+$987.6K)
Filed 2026-10-13
Advus Financial Partners, LLC
INCREASED
Shares17,719 from 7,480
Change+10,239 (+137%)
Value$1.5M (+$829.8K)
Filed 2026-10-20
Financial Life Advisors
INCREASED
Shares17,116 from 16,482
Change+634 (+4%)
Value$1.4M (-$19.7K)
Filed 2026-10-14
Atlatl Advisers LLC
DECREASED
Shares16,627 from 17,579
Change-952 (-5%)
Value$1.4M (-$158.2K)
Filed 2026-10-22
SigFig Wealth Management, LLC
INCREASED
Shares15,004 from 14,404
Change+600 (+4%)
Value$1.3M (-$18.8K)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED
Shares14,635 from 13,109
Change+1,526 (+12%)
Value$1.2M (+$70.5K)
Filed 2026-11-03
Autumn Glory Partners, LLC
INCREASED
Shares14,540 from 3,088
Change+11,452 (+371%)
Value$1.2M (+$951.5K)
Filed 2026-10-26
Cardinal Strategic Wealth Guidance
INCREASED
Shares14,285 from 13,922
Change+363 (+3%)
Value$1.2M (-$31.2K)
Filed 2026-11-02
Apeiron RIA LLC
INCREASED
Shares13,768 from 2,810
Change+10,958 (+390%)
Value$1.2M (+$909.0K)
Filed 2026-10-08
Archer Investment Management, LLC
INCREASED
Shares13,087 from 12,303
Change+784 (+6%)
Value$1.1M (+$11.5K)
Filed 2026-10-13
Range Financial Group LLC
INCREASED
Shares13,086 from 12,278
Change+808 (+7%)
Value$1.1M (+$13.7K)
Filed 2026-10-21
Optivise Advisory Services LLC
DECREASED
Shares12,568 from 12,666
Change-98 (-1%)
Value$1.1M (-$64.4K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares11,630 from 10,144
Change+1,486 (+15%)
Value$996.2K (+$107.3K)
Filed 2026-11-02
Plancorp, LLC
DECREASED
Shares11,342 from 11,471
Change-129 (-1%)
Value$973.3K (-$30.9K)
Filed 2026-11-03
Visionary Horizons, LLC
INCREASED
Shares11,285 from 8,770
Change+2,515 (+29%)
Value$951.1K (+$173.1K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED
Shares11,175 from 12,230
Change-1,055 (-9%)
Value$941.9K (-$143.2K)
Filed 2026-10-14
Skyline Advisors, Inc.
INCREASED
Shares11,083 from 9,578
Change+1,505 (+16%)
Value$934.1K (+$84.4K)
Filed 2026-11-03
McNaughton Wealth Management, LLC
INCREASED
Shares10,924 from 10,206
Change+718 (+7%)
Value$920.7K (+$15.2K)
Filed 2026-10-09
Cassilly Financial Group LLC
INCREASED
Shares10,786 from 10,723
Change+63 (+1%)
Value$909.1K (-$42.2K)
Filed 2026-10-07
Brookstone Capital Management
DECREASED
Shares10,630 from 12,996
Change-2,366 (-18%)
Value$895.9K (-$257.1K)
Filed 2026-10-22
Ethos Capital Management, Inc.
DECREASED
Shares10,171 from 11,857
Change-1,686 (-14%)
Value$857.2K (-$194.7K)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
DECREASED
Shares10,136 from 10,308
Change-172 (-2%)
Value$854.3K (-$60.2K)
Filed 2026-11-03
One Advisory Partners, LLC
INCREASED
Shares9,984 from 9,100
Change+884 (+10%)
Value$841.4K (+$34.1K)
Filed 2026-10-22
Security Financial Services, Inc.
INCREASED
Shares9,870 from 6,416
Change+3,454 (+54%)
Value$831.8K (+$262.6K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares9,815 from 6,944
Change+2,871 (+41%)
Value$827.2K (+$211.2K)
Filed 2026-10-08
Quadrant Private Wealth Management, LLC
INCREASED
Shares9,668 from 8,545
Change+1,123 (+13%)
Value$814.8K (+$56.7K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares9,508 from 12,390
Change-2,882 (-23%)
Value$801.4K (-$297.8K)
Filed 2026-10-16
Diversify Advisory Services, LLC
INCREASED
Shares9,462 from 4,606
Change+4,856 (+105%)
Value$804.1K (+$401.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,462 from 4,606
Change+4,856 (+105%)
Value$804.1K (+$401.4K)
Filed 2026-10-20
JB Capital LLC
INCREASED
Shares9,214 from 8,962
Change+252 (+3%)
Value$776.6K (-$18.5K)
Filed 2026-10-19
Novem Group
DECREASED
Shares9,088 from 10,153
Change-1,065 (-10%)
Value$765.9K (-$134.8K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares9,069 from 8,782
Change+287 (+3%)
Value$764.4K (-$14.7K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares8,692 from 8,177
Change+515 (+6%)
Value$732.6K (+$7.1K)
Filed 2026-10-21
Town Capital LLC
INCREASED
Shares8,658 from 6,679
Change+1,979 (+30%)
Value$729.7K (+$137.2K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares8,190 from 6,407
Change+1,783 (+28%)
Value$690.3K (+$121.8K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares7,811 from 8,160
Change-349 (-4%)
Value$658.4K (-$65.6K)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares7,624 from 5,898
Change+1,726 (+29%)
Value$642.6K (+$119.3K)
Filed 2026-10-20
Cobblestone Asset Management LLC
INCREASED
Shares7,588 from 7,492
Change+96 (+1%)
Value$639.5K (-$25.1K)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares7,266 from 3,115
Change+4,151 (+133%)
Value$612.4K (+$336.0K)
Filed 2026-10-09
Citigroup Inc
INCREASED
Shares7,207 from 3,785
Change+3,422 (+90%)
Value$607.4K (+$271.6K)
Filed 2026-11-04
West Wealth Group, LLC
INCREASED
Shares7,197 from 6,761
Change+436 (+6%)
Value$606.6K (+$6.7K)
Filed 2026-10-14
Goldstein Advisors, LLC
DECREASED
Shares7,049 from 7,142
Change-93 (-1%)
Value$594.1K (-$39.5K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares6,902 from 5,052
Change+1,850 (+37%)
Value$581.7K (+$133.5K)
Filed 2026-10-23
Swmg, LLC
DECREASED
Shares6,890 from 7,532
Change-642 (-9%)
Value$589.3K (-$71.6K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,790 from 6,225
Change+565 (+9%)
Value$572.3K (+$20.0K)
Filed 2026-11-05
BOS Asset Management, LLC
INCREASED
Shares6,786 from 6,466
Change+320 (+5%)
Value$571.9K (-$1.7K)
Filed 2026-10-09
Cornerstone Planning Group LLC
DECREASED
Shares6,695 from 6,939
Change-244 (-4%)
Value$564.3K (-$42.1K)
Filed 2026-10-16
Cypress Wealth Services, LLC
INCREASED
Shares6,640 from 6,153
Change+487 (+8%)
Value$558.0K (+$12.2K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares6,568 from 6,344
Change+224 (+4%)
Value$553.6K (-$9.3K)
Filed 2026-10-16
Ehrlich Financial Group
DECREASED
Shares6,039 from 8,695
Change-2,656 (-31%)
Value$509.0K (-$262.4K)
Filed 2026-10-20
ADE, LLC
INCREASED
Shares5,970 from 2,517
Change+3,453 (+137%)
Value$503.1K (+$279.8K)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED
Shares5,953 from 4,133
Change+1,820 (+44%)
Value$501.7K (+$135.1K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares5,748 from 4,608
Change+1,140 (+25%)
Value$484.5K (+$75.6K)
Filed 2026-11-02
Braun-Bostich & Associates Inc.
INCREASED
Shares5,388 from 4,628
Change+760 (+16%)
Value$454.1K (+$43.5K)
Filed 2026-10-20
Detalus Advisors, LLC
INCREASED
Shares5,274 from 4,212
Change+1,062 (+25%)
Value$444.5K (+$70.8K)
Filed 2026-10-15
Affinity Capital Advisors, LLC
INCREASED
Shares5,138 from 3,448
Change+1,690 (+49%)
Value$433.0K (+$128.4K)
Filed 2026-10-13
Asset One Wealth Management LLC
NEW
Shares5,103
Change+5,103
Value$430.1K
Filed 2026-11-02
Core Wealth Advisors, LLC
DECREASED
Shares5,002 from 5,437
Change-435 (-8%)
Value$421.6K (-$60.7K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares4,804 from 3,771
Change+1,033 (+27%)
Value$404.9K (+$70.3K)
Filed 2026-10-29
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares4,681 from 3,901
Change+780 (+20%)
Value$394.5K (+$48.5K)
Filed 2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED
Shares4,403 from 4,094
Change+309 (+8%)
Value$371.1K (+$7.9K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
INCREASED
Shares4,287 from 4,049
Change+238 (+6%)
Value$361.3K (+$2.1K)
Filed 2026-10-14
Watershed Private Wealth LLC
INCREASED
Shares4,280 from 3,539
Change+741 (+21%)
Value$360.7K (+$46.8K)
Filed 2026-10-30
Csenge Advisory Group
INCREASED
Shares4,002 from 3,518
Change+484 (+14%)
Value$337.3K (+$25.2K)
Filed 2026-11-04
Bedminster, LLC
INCREASED
Shares3,945 from 3,930
Change+15 (+0%)
Value$332.5K (-$16.2K)
Filed 2026-11-04
Claro Advisors Inc.
DECREASED
Shares3,763 from 4,090
Change-327 (-8%)
Value$317.1K (-$45.7K)
Filed 2026-11-02
KWB Wealth
DECREASED
Shares3,696 from 3,746
Change-50 (-1%)
Value$311.5K (-$20.8K)
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares3,579 from 3,748
Change-169 (-5%)
Value$301.6K (-$30.9K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares3,554 from 2,991
Change+563 (+19%)
Value$299.5K (+$34.2K)
Filed 2026-10-15
Strategy Asset Managers LLC
INCREASED
Shares3,549 from 3,497
Change+52 (+1%)
Value$299.1K (-$11.1K)
Filed 2026-10-14
One Wealth Capital Management, LLC
DECREASED
Shares3,493 from 5,645
Change-2,152 (-38%)
Value$294.4K (-$206.4K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares3,490 from 2,694
Change+796 (+30%)
Value$294.1K (+$55.1K)
Filed 2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED
Shares3,489 from 3,472
Change+17 (+0%)
Value$294.1K (-$14.0K)
Filed 2026-10-16
Buttonwood Financial Group, LLC
DECREASED
Shares3,474 from 3,516
Change-42 (-1%)
Value$292.0K (-$19.9K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares3,355 from 3,258
Change+97 (+3%)
Value$282.8K (-$6.3K)
Filed 2026-10-08
Wetzel Investment Advisors, Inc.
INCREASED
Shares3,195 from 3,131
Change+64 (+2%)
Value$269.3K (-$8.5K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
DECREASED
Shares3,159 from 3,172
Change-13 (0%)
Value$266.2K (-$15.2K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares3,142 from 3,275
Change-133 (-4%)
Value$264.8K (-$25.7K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
INCREASED
Shares3,088 from 2,650
Change+438 (+17%)
Value$260.3K (+$25.2K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares3,000 from 2
Change+2,998 (+149900%)
Value$252.8K (+$252.7K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares2,995 from 2,996
Change-1 (0%)
Value$252.4K (-$13.4K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares2,939 from 2,932
Change+7 (+0%)
Value$247.7K (-$12.4K)
Filed 2026-11-04
MKT Advisors LLC
INCREASED
Shares2,909 from 2,292
Change+617 (+27%)
Value$245.0K (+$43.4K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares2,909 from 2,593
Change+316 (+12%)
Value$245.1K (+$15.1K)
Filed 2026-10-30
Newport Capital Group, LLC
NEW
Shares2,880
Change+2,880
Value$248.6K
Filed 2026-10-16
Midwest Capital Advisors, LLC
DECREASED
Shares2,741 from 28,356
Change-25,615 (-90%)
Value$231.0K (-$2.3M)
Filed 2026-11-04
Able Wealth Management LLC
INCREASED
Shares2,664 from 2,433
Change+231 (+9%)
Value$223.3K (+$7.5K)
Filed 2026-10-13
Two West Capital Advisors LLC
INCREASED
Shares2,553 from 2,440
Change+113 (+5%)
Value$215.3K (+$1.2K)
Filed 2026-10-15
Fairvoy Private Wealth, LLC
NEW
Shares2,536
Change+2,536
Value$213.7K
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares2,409 from 2,400
Change+9 (+0%)
Value$203.1K (-$9.9K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares2,130 from 2,149
Change-19 (-1%)
Value$179.5K (-$11.1K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares2,122
Change+2,122
Value$178.8K
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares1,761 from 1,726
Change+35 (+2%)
Value$148.4K (-$4.7K)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares1,472 from 487
Change+985 (+202%)
Value$124.1K (+$80.9K)
Filed 2026-11-03
Retirement Wealth Solutions LLC
INCREASED
Shares1,187 from 1,169
Change+18 (+2%)
Value$100.0K (-$3.7K)
Filed 2026-10-07
Heritage Family Offices, LLP
NEW
Shares1,180
Change+1,180
Value$99.5K
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares1,051
Change+1,051
Value$88.6K
Filed 2026-10-27
Tsfg, LLC
INCREASED
Shares949 from 916
Change+33 (+4%)
Value$80 (-$80.9K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares883 from 812
Change+71 (+9%)
Value$74.4K (+$2.4K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares759 from 472
Change+287 (+61%)
Value$63.9K (+$22.1K)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares746 from 707
Change+39 (+6%)
Value$62.9K (+$88)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares688 from 682
Change+6 (+1%)
Value$58.0K (-$2.5K)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares682 from 498
Change+184 (+37%)
Value$57.5K (+$13.3K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
INCREASED
Shares587 from 346
Change+241 (+70%)
Value$49.4K (+$18.8K)
Filed 2026-11-02
Yankcom Partnership
NEW
Shares455
Change+455
Value$38.3K
Filed 2026-10-15
Raleigh Capital Management Inc.
DECREASED
Shares347 from 538
Change-191 (-35%)
Value$29.2K (-$18.5K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares312 from 229
Change+83 (+36%)
Value$26.3K (+$6.0K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$22.8K (-$1.2K)
Filed 2026-10-21
Gilpin Wealth Management, LLC
INCREASED
Shares266 from 17
Change+249 (+1465%)
Value$22.4K (+$20.9K)
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares254
Change+254
Value$21.4K
Filed 2026-10-19
Central Trust Co
NEW
Shares239
Change+239
Value$20.1K
Filed 2026-11-05
CX Institutional
INCREASED
Shares212 from 199
Change+13 (+7%)
Value$18 ($0)
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares186 from 93
Change+93 (+100%)
Value$15.7K (+$7.4K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares154 from 480
Change-326 (-68%)
Value$13.0K (-$29.6K)
Filed 2026-11-05
Montgomery Financial Services LLC
NEW
Shares151
Change+151
Value$12.7K
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares151 from 184
Change-33 (-18%)
Value$12.7K (-$3.6K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares111 from 205
Change-94 (-46%)
Value$9.4K (-$8.8K)
Filed 2026-11-04
Costello Asset Management, Inc
NEW
Shares92
Change+92
Value$7.8K
Filed 2026-10-30
Elevated Capital Advisors, LLC
NEW
Shares88
Change+88
Value$7.4K
Filed 2026-11-04
NBT Bank, N.A.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.7K (-$142)
Filed 2026-10-21
Advocate Investing Services LLC
DECREASED
Shares27 from 47
Change-20 (-43%)
Value$2.3K (-$1.9K)
Filed 2026-10-26
SJS Investment Consulting Inc.
NEW
Shares26
Change+26
Value$2.2K
Filed 2026-10-26
Valley National Advisers Inc
DECREASED
Shares22 from 23
Change-1 (-4%)
Value$1.9K (-$169)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.4K (-$75)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (-$54)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
NEW
Shares5
Change+5
Value$443
Filed 2026-10-30
BAM Wealth Management, LLC
CLOSED
Shares0 from 3,589
Change-3,589 (-100%)
Value$0 (-$318.4K)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 3,385
Change-3,385 (-100%)
Value$0 (-$300.3K)
Filed 2026-10-20
VestGen Advisors, LLC
CLOSED
Shares0 from 2,907
Change-2,907 (-100%)
Value$0 (-$257.9K)
Filed 2026-10-27
Centurion Wealth Management LLC
CLOSED
Shares0 from 2,709
Change-2,709 (-100%)
Value$0 (-$240.3K)
Filed 2026-10-13
Saxony Capital Management, LLC
CLOSED
Shares0 from 2,306
Change-2,306 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-15
BCU Wealth Advisors, LLC
CLOSED
Shares0 from 2,283
Change-2,283 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 759
Change-759 (-100%)
Value$0 (-$66.9K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-15
Islay Capital Management, LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-20
Envestnet Asset Management Inc
N/A
Shares— from 2,731,676
Change-2,731,676 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,288,561
Change-1,288,561 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,002,879
Change-1,002,879 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 697,192
Change-697,192 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 495,339
Change-495,339 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 435,882
Change-435,882 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 344,129
Change-344,129 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 332,677
Change-332,677 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 292,193
Change-292,193 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 253,060
Change-253,060 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 200,631
Change-200,631 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 187,772
Change-187,772 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 180,060
Change-180,060 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 156,198
Change-156,198 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 135,511
Change-135,511 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 131,823
Change-131,823 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 114,036
Change-114,036 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 101,509
Change-101,509 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 101,310
Change-101,310 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 95,076
Change-95,076 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 92,438
Change-92,438 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 83,514
Change-83,514 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 72,598
Change-72,598 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,115
Change-64,115 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 59,658
Change-59,658 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 57,672
Change-57,672 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 52,745
Change-52,745 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,097
Change-52,097 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 47,994
Change-47,994 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,993
Change-43,993 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 42,377
Change-42,377 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,019
Change-39,019 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 38,689
Change-38,689 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 34,185
Change-34,185 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 34,108
Change-34,108 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 32,667
Change-32,667 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,946
Change-27,946 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 24,327
Change-24,327 (-100%)
Value—
&partners
N/A
Shares— from 23,191
Change-23,191 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 22,581
Change-22,581 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 21,323
Change-21,323 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 20,604
Change-20,604 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,519
Change-20,519 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 18,513
Change-18,513 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,950
Change-17,950 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 17,118
Change-17,118 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 16,556
Change-16,556 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 15,856
Change-15,856 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,072
Change-13,072 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 12,439
Change-12,439 (-100%)
Value—
Invst, LLC
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 11,295
Change-11,295 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,996
Change-10,996 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 10,968
Change-10,968 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,947
Change-10,947 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,834
Change-9,834 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,714
Change-9,714 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,273
Change-7,273 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,851
Change-6,851 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 369
Change-369 (-100%)
Value—
FMR LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 188
Change-188 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 163
Change-163 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 125
Change-125 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 101
Change-101 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED226,794204,948+21,846+11%$18.2M$19.1M+$932.0K2026-11-05
Park Avenue Securities LLC
DECREASED138,587141,070-2,483-2%$12.5M$11.7K-$12.5M2026-10-26
Ascent Group, LLC
INCREASED137,34474,419+62,925+85%$6.6M$11.6M+$5.0M2026-10-30
Kelly Financial Services LLC
INCREASED81,64667,728+13,918+21%$6.0M$6.9M+$872.6K2026-10-20
Milestone Asset Management, LLC
DECREASED81,00293,640-12,638-13%$8.3M$6.8M-$1.5M2026-10-15
Portfolio Design Labs, LLC
NEW72,163—+72,163——$6.1M—2026-11-04
Alpine Bank Wealth Management
DECREASED71,968126,530-54,562-43%$11.2M$6.1M-$5.2M2026-10-16
Truist Financial Corp
INCREASED68,21362,447+5,766+9%$5.5M$5.7M+$208.9K2026-10-30
Vise Technologies, Inc.
INCREASED66,98935,575+31,414+88%$3.2M$5.6M+$2.5M2026-10-29
Triad Wealth Partners, LLC
INCREASED59,63556,670+2,965+5%$4.9M$5.0M+$98.0K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED58,00057,801+199+0%$5.1M$4.9K-$5.1M2026-11-02
Thrivent Financial for Lutherans
DECREASED56,44062,462-6,022-10%$5.5M$4.7M-$798.0K2026-11-05
Traveka Wealth, LLC
INCREASED52,62443,141+9,483+22%$3.8M$4.4M+$607.8K2026-10-19
SteelPeak Wealth, LLC
DECREASED52,13456,584-4,450-8%$5.0M$4.4M-$626.1K2026-10-16
Scarborough Advisors, LLC
INCREASED50,74916,612+34,137+206%$1.5M$4.3M+$2.8M2026-10-16
Axxcess Wealth Management, LLC
INCREASED42,93241,400+1,532+4%$3.7M$3.6M-$54.5K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED40,38836,397+3,991+11%$3.2M$3.4M+$175.0K2026-10-14
Perigon Wealth Management, LLC
INCREASED38,29035,652+2,638+7%$3.2M$3.2M+$64.1K2026-10-22
Sharkey, Howes & Javer
INCREASED38,12435,252+2,872+8%$3.1M$3.2M+$85.7K2026-10-22
Atria Investments, Inc
INCREASED36,84934,939+1,910+5%$3.1M$3.1M+$6.0K2026-10-15
FFG Retirement Advisors LLC
DECREASED36,35737,704-1,347-4%$3.3M$3.1M-$280.7K2026-10-20
Strategic Blueprint, LLC
INCREASED35,03333,520+1,513+5%$3.0M$3.0M-$21.2K2026-10-22
Tennessee Valley Asset Management Partners
INCREASED34,57431,445+3,129+10%$2.8M$2.9M+$124.2K2026-11-03
Bay Capital Advisors, LLC
NEW29,188—+29,188——$2.5M—2026-10-16
Fermata Advisors, LLC
INCREASED28,26111,337+16,924+149%$1.0M$2.4M+$1.4M2026-10-13
SWP Financial LLC
INCREASED27,69527,169+526+2%$2.4M$2.3M-$76.2K2026-10-23
Sofi Wealth, LLC
INCREASED27,61127,372+239+1%$2.4M$2.3M-$101.3K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED27,42325,222+2,201+9%$2.2M$2.3M+$76.9K2026-10-19
TSA Wealth Managment LLC
INCREASED27,05725,599+1,458+6%$2.3M$2.3M+$9.3K2026-10-22
Pettinga Financial Advisors LLC
DECREASED26,37327,018-645-2%$2.4M$2.2M-$174.2K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED25,78125,993-212-1%$2.3M$2.2M-$119.8K2026-11-02
Alterna Wealth Management, Inc
DECREASED25,39326,025-632-2%$2.3M$2.1M-$168.7K2026-10-27
Commonwealth Equity Services, LLC
DECREASED24,66750,167-25,500-51%$4.5M$2.1M-$2.4M2026-11-02
Kestra Advisory Services, LLC
INCREASED24,4509,446+15,004+159%$838.0K$2.1M+$1.2M2026-11-02
Trek Financial, LLC
DECREASED23,10323,713-610-3%$2.1M$1.9M-$156.6K2026-10-29
Ascentis Independent Advisors
NEW22,163—+22,163——$1.9M—2026-11-03
Pinion Investment Advisors, LLC
INCREASED21,43818,481+2,957+16%$1.6M$1.8M+$167.2K2026-11-04
Simplicity Wealth,LLC
INCREASED21,33316,102+5,231+32%$1.4M$1.8M+$369.4K2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED19,96117,957+2,004+11%$1.6M$1.7M+$89.2K2026-10-13
Integrity Alliance, Llc.
INCREASED19,11418,232+882+5%$1.6M$1.6M-$6.5K2026-10-29
Breakwater Capital Group
INCREASED18,77211,744+7,028+60%$1.0M$1.6M+$540.2K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED17,9996,012+11,987+199%$528.2K$1.5M+$987.6K2026-10-13
Advus Financial Partners, LLC
INCREASED17,7197,480+10,239+137%$663.6K$1.5M+$829.8K2026-10-20
Financial Life Advisors
INCREASED17,11616,482+634+4%$1.5M$1.4M-$19.7K2026-10-14
Atlatl Advisers LLC
DECREASED16,62717,579-952-5%$1.6M$1.4M-$158.2K2026-10-22
SigFig Wealth Management, LLC
INCREASED15,00414,404+600+4%$1.3M$1.3M-$18.8K2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED14,63513,109+1,526+12%$1.2M$1.2M+$70.5K2026-11-03
Autumn Glory Partners, LLC
INCREASED14,5403,088+11,452+371%$274.0K$1.2M+$951.5K2026-10-26
Cardinal Strategic Wealth Guidance
INCREASED14,28513,922+363+3%$1.2M$1.2M-$31.2K2026-11-02
Apeiron RIA LLC
INCREASED13,7682,810+10,958+390%$249.3K$1.2M+$909.0K2026-10-08
Archer Investment Management, LLC
INCREASED13,08712,303+784+6%$1.1M$1.1M+$11.5K2026-10-13
Range Financial Group LLC
INCREASED13,08612,278+808+7%$1.1M$1.1M+$13.7K2026-10-21
Optivise Advisory Services LLC
DECREASED12,56812,666-98-1%$1.1M$1.1M-$64.4K2026-10-19
Sovran Advisors, LLC
INCREASED11,63010,144+1,486+15%$889.0K$996.2K+$107.3K2026-11-02
Plancorp, LLC
DECREASED11,34211,471-129-1%$1.0M$973.3K-$30.9K2026-11-03
Visionary Horizons, LLC
INCREASED11,2858,770+2,515+29%$778.1K$951.1K+$173.1K2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED11,17512,230-1,055-9%$1.1M$941.9K-$143.2K2026-10-14
Skyline Advisors, Inc.
INCREASED11,0839,578+1,505+16%$849.7K$934.1K+$84.4K2026-11-03
McNaughton Wealth Management, LLC
INCREASED10,92410,206+718+7%$905.4K$920.7K+$15.2K2026-10-09
Cassilly Financial Group LLC
INCREASED10,78610,723+63+1%$951.3K$909.1K-$42.2K2026-10-07
Brookstone Capital Management
DECREASED10,63012,996-2,366-18%$1.2M$895.9K-$257.1K2026-10-22
Ethos Capital Management, Inc.
DECREASED10,17111,857-1,686-14%$1.1M$857.2K-$194.7K2026-11-03
Bay Harbor Wealth Management, LLC
DECREASED10,13610,308-172-2%$914.5K$854.3K-$60.2K2026-11-03
One Advisory Partners, LLC
INCREASED9,9849,100+884+10%$807.3K$841.4K+$34.1K2026-10-22
Security Financial Services, Inc.
INCREASED9,8706,416+3,454+54%$569.2K$831.8K+$262.6K2026-10-29
Farther Finance Advisors, LLC
INCREASED9,8156,944+2,871+41%$616.0K$827.2K+$211.2K2026-10-08
Quadrant Private Wealth Management, LLC
INCREASED9,6688,545+1,123+13%$758.1K$814.8K+$56.7K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED9,50812,390-2,882-23%$1.1M$801.4K-$297.8K2026-10-16
Diversify Advisory Services, LLC
INCREASED9,4624,606+4,856+105%$402.6K$804.1K+$401.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,4624,606+4,856+105%$402.6K$804.1K+$401.4K2026-10-20
JB Capital LLC
INCREASED9,2148,962+252+3%$795.1K$776.6K-$18.5K2026-10-19
Novem Group
DECREASED9,08810,153-1,065-10%$900.7K$765.9K-$134.8K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED9,0698,782+287+3%$779.1K$764.4K-$14.7K2026-11-05
Assetmark, Inc
INCREASED8,6928,177+515+6%$725.4K$732.6K+$7.1K2026-10-21
Town Capital LLC
INCREASED8,6586,679+1,979+30%$592.5K$729.7K+$137.2K2026-11-03
MGO One Seven LLC
INCREASED8,1906,407+1,783+28%$568.4K$690.3K+$121.8K2026-10-28
Blue Trust, Inc.
DECREASED7,8118,160-349-4%$724.0K$658.4K-$65.6K2026-10-15
Integrated Advisors Network LLC
INCREASED7,6245,898+1,726+29%$523.3K$642.6K+$119.3K2026-10-20
Cobblestone Asset Management LLC
INCREASED7,5887,492+96+1%$664.7K$639.5K-$25.1K2026-10-13
Balefire, LLC
INCREASED7,2663,115+4,151+133%$276.4K$612.4K+$336.0K2026-10-09
Citigroup Inc
INCREASED7,2073,785+3,422+90%$335.8K$607.4K+$271.6K2026-11-04
West Wealth Group, LLC
INCREASED7,1976,761+436+6%$599.8K$606.6K+$6.7K2026-10-14
Goldstein Advisors, LLC
DECREASED7,0497,142-93-1%$633.6K$594.1K-$39.5K2026-10-15
Apollon Wealth Management, LLC
INCREASED6,9025,052+1,850+37%$448.2K$581.7K+$133.5K2026-10-23
Swmg, LLC
DECREASED6,8907,532-642-9%$660.9K$589.3K-$71.6K2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED6,7906,225+565+9%$552.3K$572.3K+$20.0K2026-11-05
BOS Asset Management, LLC
INCREASED6,7866,466+320+5%$573.6K$571.9K-$1.7K2026-10-09
Cornerstone Planning Group LLC
DECREASED6,6956,939-244-4%$606.3K$564.3K-$42.1K2026-10-16
Cypress Wealth Services, LLC
INCREASED6,6406,153+487+8%$545.9K$558.0K+$12.2K2026-10-21
IFP Advisors, Inc
INCREASED6,5686,344+224+4%$562.8K$553.6K-$9.3K2026-10-16
Ehrlich Financial Group
DECREASED6,0398,695-2,656-31%$771.4K$509.0K-$262.4K2026-10-20
ADE, LLC
INCREASED5,9702,517+3,453+137%$223.3K$503.1K+$279.8K2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED5,9534,133+1,820+44%$366.7K$501.7K+$135.1K2026-10-16
Golden State Wealth Management, LLC
INCREASED5,7484,608+1,140+25%$408.9K$484.5K+$75.6K2026-11-02
Braun-Bostich & Associates Inc.
INCREASED5,3884,628+760+16%$410.6K$454.1K+$43.5K2026-10-20
Detalus Advisors, LLC
INCREASED5,2744,212+1,062+25%$373.7K$444.5K+$70.8K2026-10-15
Affinity Capital Advisors, LLC
INCREASED5,1383,448+1,690+49%$304.6K$433.0K+$128.4K2026-10-13
Asset One Wealth Management LLC
NEW5,103—+5,103——$430.1K—2026-11-02
Core Wealth Advisors, LLC
DECREASED5,0025,437-435-8%$482.4K$421.6K-$60.7K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED4,8043,771+1,033+27%$334.5K$404.9K+$70.3K2026-10-29
Spectrum Planning & Advisory Services Inc.
INCREASED4,6813,901+780+20%$346.1K$394.5K+$48.5K2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED4,4034,094+309+8%$363.2K$371.1K+$7.9K2026-10-19
Firethorn Wealth Partners, LLC
INCREASED4,2874,049+238+6%$359.2K$361.3K+$2.1K2026-10-14
Watershed Private Wealth LLC
INCREASED4,2803,539+741+21%$314.0K$360.7K+$46.8K2026-10-30
Csenge Advisory Group
INCREASED4,0023,518+484+14%$312.1K$337.3K+$25.2K2026-11-04
Bedminster, LLC
INCREASED3,9453,930+15+0%$348.7K$332.5K-$16.2K2026-11-04
Claro Advisors Inc.
DECREASED3,7634,090-327-8%$362.9K$317.1K-$45.7K2026-11-02
KWB Wealth
DECREASED3,6963,746-50-1%$332.3K$311.5K-$20.8K2026-10-16
Gen-Wealth Partners Inc
DECREASED3,5793,748-169-5%$332.5K$301.6K-$30.9K2026-11-04
Hoxton Planning & Management, LLC
INCREASED3,5542,991+563+19%$265.4K$299.5K+$34.2K2026-10-15
Strategy Asset Managers LLC
INCREASED3,5493,497+52+1%$310.2K$299.1K-$11.1K2026-10-14
One Wealth Capital Management, LLC
DECREASED3,4935,645-2,152-38%$500.8K$294.4K-$206.4K2026-10-23
Tempus Wealth Planning, LLC
INCREASED3,4902,694+796+30%$239.0K$294.1K+$55.1K2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED3,4893,472+17+0%$308.0K$294.1K-$14.0K2026-10-16
Buttonwood Financial Group, LLC
DECREASED3,4743,516-42-1%$311.9K$292.0K-$19.9K2026-10-16
First Heartland Consultants, Inc.
INCREASED3,3553,258+97+3%$289.0K$282.8K-$6.3K2026-10-08
Wetzel Investment Advisors, Inc.
INCREASED3,1953,131+64+2%$277.8K$269.3K-$8.5K2026-10-13
Signal Advisors Wealth, LLC
DECREASED3,1593,172-130%$281.4K$266.2K-$15.2K2026-10-13
Clear Creek Financial Management, LLC
DECREASED3,1423,275-133-4%$290.5K$264.8K-$25.7K2026-10-28
JFS Wealth Advisors, LLC
INCREASED3,0882,650+438+17%$235.1K$260.3K+$25.2K2026-11-03
Rossby Financial, LCC
INCREASED3,0002+2,998+149900%$177$252.8K+$252.7K2026-11-05
Quadcap Wealth Management, LLC
DECREASED2,9952,996-10%$265.8K$252.4K-$13.4K2026-11-02
Creative Financial Designs Inc
INCREASED2,9392,932+7+0%$260.1K$247.7K-$12.4K2026-11-04
MKT Advisors LLC
INCREASED2,9092,292+617+27%$201.6K$245.0K+$43.4K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED2,9092,593+316+12%$230.0K$245.1K+$15.1K2026-10-30
Newport Capital Group, LLC
NEW2,880—+2,880——$248.6K—2026-10-16
Midwest Capital Advisors, LLC
DECREASED2,74128,356-25,615-90%$2.5M$231.0K-$2.3M2026-11-04
Able Wealth Management LLC
INCREASED2,6642,433+231+9%$215.8K$223.3K+$7.5K2026-10-13
Two West Capital Advisors LLC
INCREASED2,5532,440+113+5%$214.0K$215.3K+$1.2K2026-10-15
Fairvoy Private Wealth, LLC
NEW2,536—+2,536——$213.7K—2026-10-19
Fifth Third Bancorp
INCREASED2,4092,400+9+0%$212.9K$203.1K-$9.9K2026-11-05
Cape Investment Advisory, Inc.
DECREASED2,1302,149-19-1%$190.7K$179.5K-$11.1K2026-10-13
Ashton Thomas Securities, LLC
NEW2,122—+2,122——$178.8K—2026-10-26
Private Trust Co NA
INCREASED1,7611,726+35+2%$153.1K$148.4K-$4.7K2026-10-20
Key Capital Management, Inc
INCREASED1,472487+985+202%$43.2K$124.1K+$80.9K2026-11-03
Retirement Wealth Solutions LLC
INCREASED1,1871,169+18+2%$103.7K$100.0K-$3.7K2026-10-07
Heritage Family Offices, LLP
NEW1,180—+1,180——$99.5K—2026-11-02
Latitude Advisors, LLC
NEW1,051—+1,051——$88.6K—2026-10-27
Tsfg, LLC
INCREASED949916+33+4%$81.0K$80-$80.9K2026-10-23
CoreCap Advisors, LLC
INCREASED883812+71+9%$72.0K$74.4K+$2.4K2026-10-08
Parallel Advisors, LLC
INCREASED759472+287+61%$41.9K$63.9K+$22.1K2026-11-03
Kingdom Financial Group Llc.
INCREASED746707+39+6%$62.8K$62.9K+$882026-11-04
Spire Wealth Management
INCREASED688682+6+1%$60.5K$58.0K-$2.5K2026-10-30
Mather Group, Llc.
INCREASED682498+184+37%$44.2K$57.5K+$13.3K2026-10-14
Lloyd Advisory Services, Llc.
INCREASED587346+241+70%$30.7K$49.4K+$18.8K2026-11-02
Yankcom Partnership
NEW455—+455——$38.3K—2026-10-15
Raleigh Capital Management Inc.
DECREASED347538-191-35%$47.8K$29.2K-$18.5K2026-10-28
Signature Equity Partners, LLC
INCREASED312229+83+36%$20.3K$26.3K+$6.0K2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED27127100%$24.0K$22.8K-$1.2K2026-10-21
Gilpin Wealth Management, LLC
INCREASED26617+249+1465%$1.5K$22.4K+$20.9K2026-10-09
UMB Private Wealth Management, LLC
NEW254—+254——$21.4K—2026-10-19
Central Trust Co
NEW239—+239——$20.1K—2026-11-05
CX Institutional
INCREASED212199+13+7%$18$18$02026-10-02
Quest 10 Wealth Builders, Inc.
INCREASED18693+93+100%$8.3K$15.7K+$7.4K2026-11-02
US Bancorp \de\
DECREASED154480-326-68%$42.6K$13.0K-$29.6K2026-11-05
Montgomery Financial Services LLC
NEW151—+151——$12.7K—2026-11-03
Lanark Financial, Inc.
DECREASED151184-33-18%$16.3K$12.7K-$3.6K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED111205-94-46%$18.2K$9.4K-$8.8K2026-11-04
Costello Asset Management, Inc
NEW92—+92——$7.8K—2026-10-30
Elevated Capital Advisors, LLC
NEW88—+88——$7.4K—2026-11-04
NBT Bank, N.A.
UNCHANGED323200%$2.8K$2.7K-$1422026-10-21
Advocate Investing Services LLC
DECREASED2747-20-43%$4.2K$2.3K-$1.9K2026-10-26
SJS Investment Consulting Inc.
NEW26—+26——$2.2K—2026-10-26
Valley National Advisers Inc
DECREASED2223-1-4%$2.0K$1.9K-$1692026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED171700%$1.5K$1.4K-$752026-11-05
Compass Financial Management LLC
UNCHANGED121200%$1.1K$1.0K-$542026-10-30
Capital Investment Advisory Services, LLC
NEW5—+5——$443—2026-10-30
BAM Wealth Management, LLC
CLOSED03,589-3,589-100%$318.4K$0-$318.4K2026-10-15
Parkway Wealth Management Group, LLC
CLOSED03,385-3,385-100%$300.3K$0-$300.3K2026-10-20
VestGen Advisors, LLC
CLOSED02,907-2,907-100%$257.9K$0-$257.9K2026-10-27
Centurion Wealth Management LLC
CLOSED02,709-2,709-100%$240.3K$0-$240.3K2026-10-13
Saxony Capital Management, LLC
CLOSED02,306-2,306-100%$204.6K$0-$204.6K2026-10-15
BCU Wealth Advisors, LLC
CLOSED02,283-2,283-100%$202.5K$0-$202.5K2026-10-16
International Assets Investment Management, LLC
CLOSED0759-759-100%$66.9K$0-$66.9K2026-11-02
LifeSteps Financial, Inc.
CLOSED0268-268-100%$23.8K$0-$23.8K2026-10-15
Islay Capital Management, LLC
CLOSED085-85-100%$7.5K$0-$7.5K2026-10-20
Envestnet Asset Management Inc
N/A—2,731,676-2,731,676-100%$242.3M———
LPL Financial LLC
N/A—1,288,561-1,288,561-100%$114.3M———
BlackRock, Inc.
N/A—1,002,879-1,002,879-100%$89.0M———
JPMorgan Chase & Co
N/A—697,192-697,192-100%$62.1M———
Bank of America Corp
N/A—495,339-495,339-100%$43.9M———
Ameriprise Financial Inc
N/A—435,882-435,882-100%$38.6M———
Morgan Stanley
N/A—344,129-344,129-100%$30.5M———
Cetera Investment Advisers
N/A—332,677-332,677-100%$29.5M———
Janney Montgomery Scott LLC
N/A—292,193-292,193-100%$25.9M———
Envestnet Portfolio Solutions, Inc.
N/A—253,060-253,060-100%$22.5M———
MML Investors Services, LLC
N/A—200,631-200,631-100%$17.8M———
Mcmorgan & Co LLC
N/A—187,772-187,772-100%$16.7M———
OneDigital Investment Advisors LLC
N/A—180,060-180,060-100%$16.0M———
Royal Bank of Canada
N/A—156,198-156,198-100%$13.9M———
Raymond James Financial Inc
N/A—135,511-135,511-100%$12.0M———
NewEdge Advisors, LLC
N/A—131,823-131,823-100%$11.7M———
United Capital Financial Advisors, LLC
N/A—114,036-114,036-100%$10.1M———
Arax Advisory Partners
N/A—101,509-101,509-100%$9.0M———
Merit Financial Group, LLC
N/A—101,310-101,310-100%$9.0M———
Ameritas Advisory Services, LLC
N/A—95,076-95,076-100%$8.4M———
Foundations Investment Advisors, LLC
N/A—92,438-92,438-100%$8.2M———
Geneos Wealth Management Inc.
N/A—83,514-83,514-100%$7.4M———
Stifel Financial Corp
N/A—72,598-72,598-100%$6.4M———
Citadel Advisors LLC
N/A—64,115-64,115-100%$5.7M———
Sanctuary Advisors, LLC
N/A—59,658-59,658-100%$5.3M———
Tidemark, LLC
N/A—57,672-57,672-100%$5.1M———
Dynasty Wealth Management, LLC
N/A—52,745-52,745-100%$4.7M———
CreativeOne Wealth, LLC
N/A—52,097-52,097-100%$4.6M———
Vestmark Advisory Solutions, Inc.
N/A—47,994-47,994-100%$4.3M———
Integrated Wealth Concepts LLC
N/A—43,993-43,993-100%$3.9M———
NorthRock Partners, LLC
N/A—42,377-42,377-100%$3.8M———
Osaic Holdings, Inc.
N/A—39,019-39,019-100%$3.5M———
Capital Analysts, LLC
N/A—38,689-38,689-100%$3.4M———
Ancora Advisors LLCA
N/A—34,185-34,185-100%$3.0M———
Beacon Bridge Wealth Partners, LLC
N/A—34,108-34,108-100%$3.0M———
AE Wealth Management LLC
N/A—32,667-32,667-100%$2.9M———
Global Retirement Partners, LLC
N/A—27,946-27,946-100%$2.5M———
Kingsview Wealth Management, LLC
N/A—24,327-24,327-100%$2.2M———
&partners
N/A—23,191-23,191-100%$2.0M———
Frisch Financial Group, Inc.
N/A—22,581-22,581-100%$2.0M———
One Wealth Advisors, LLC
N/A—21,323-21,323-100%$1.9M———
MA Private Wealth
N/A—20,604-20,604-100%$1.8M———
Mutual Advisors, LLC
N/A—20,519-20,519-100%$1.8M———
Lansing Street Advisors
N/A—18,513-18,513-100%$1.6M———
Cerity Partners LLC
N/A—17,950-17,950-100%$1.6M———
Equitable Holdings, Inc.
N/A—17,840-17,840-100%$1.6M———
Seeds Investor LLC
N/A—17,118-17,118-100%$1.5M———
Wealth Alliance, LLC
N/A—16,556-16,556-100%$1.5M———
Shared Vision Wealth Group LLC
N/A—15,856-15,856-100%$1.4M———
Tyche Wealth Partners LLC
N/A—15,594-15,594-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—13,072-13,072-100%$1.2M———
Stokes Family Office, LLC
N/A—12,439-12,439-100%$1.1M———
Invst, LLC
N/A—11,525-11,525-100%$1.0M———
WealthShield Partners, LLC
N/A—11,295-11,295-100%$1.0M———
Vertex Planning Partners, LLC
N/A—11,154-11,154-100%$989.6K———
Perennial Investment Advisors, LLC
N/A—10,996-10,996-100%$976.0K———
Curtis Wealth Management LLC
N/A—10,968-10,968-100%$973.0K———
Modern Wealth Management, LLC
N/A—10,947-10,947-100%$971.2K———
Icon Wealth Advisors, LLC
N/A—10,746-10,746-100%$953.3K———
Regal Investment Advisors LLC
N/A—9,834-9,834-100%$872.5K———
Steward Partners Investment Advisory, LLC
N/A—9,714-9,714-100%$861.7K———
Jane Street Group, LLC
N/A—9,706-9,706-100%$861.1K———
Keebeck Wealth Management
N/A—9,042-9,042-100%$802.2K———
PAX Financial Group, LLC
N/A—8,859-8,859-100%$785.9K———
Bcgm Wealth Management, LLC
N/A—8,462-8,462-100%$750.7K———
JPL Wealth Management, LLC
N/A—7,987-7,987-100%$708.6K———
Liberty Wealth Management LLC
N/A—7,967-7,967-100%$709.1K———
Chatterton & Associates Inc.
N/A—7,420-7,420-100%$652.3K———
HighTower Advisors, LLC
N/A—7,392-7,392-100%$655.8K———
Jones Financial Companies Lllp
N/A—7,346-7,346-100%$653.6K———
Private Advisor Group, LLC
N/A—7,273-7,273-100%$645.2K———
Mercer Global Advisors Inc
N/A—6,851-6,851-100%$607.8K———
World Investment Advisors
N/A—6,582-6,582-100%$584.5K———
LifePlan Investment Advisors, Inc.
N/A—5,878-5,878-100%$521.5K———
Strategies Wealth Advisors, LLC
N/A—5,676-5,676-100%$503.5K———
Rothschild Wealth LLC
N/A—5,625-5,625-100%$499.0K———
Daviman Financial, LLC
N/A—5,517-5,517-100%$489.4K———
IFG Advisory, LLC
N/A—5,336-5,336-100%$473.4K———
Keystone Financial Services
N/A—5,243-5,243-100%$465.1K———
Van Hulzen Asset Management, LLC
N/A—4,903-4,903-100%$435.0K———
J.E. Simmons & Co., P.C.
N/A—4,815-4,815-100%$427.2K———
Brookwood Investment Group LLC
N/A—4,759-4,759-100%$422.2K———
Theory Financial LLC
N/A—4,527-4,527-100%$401.6K———
Principal Securities, Inc.
N/A—4,299-4,299-100%$381.4K———
Baird Financial Group, Inc.
N/A—4,154-4,154-100%$368.5K———
Summit Financial, LLC
N/A—3,998-3,998-100%$354.7K———
Cadia Private Client LLC
N/A—3,718-3,718-100%$329.9K———
Harbour Investments, Inc.
N/A—3,711-3,711-100%$329.2K———
Beto Financial Group, LLC
N/A—3,622-3,622-100%$317.7K———
Twin Peaks Wealth Advisors, LLC
N/A—3,419-3,419-100%$303.3K———
FLP Wealth Management, LLC
N/A—3,367-3,367-100%$298.7K———
Snowden Capital Advisors LLC
N/A—3,204-3,204-100%$284.2K———
Barnes Wealth Management Group, Inc
N/A—3,151-3,151-100%$279.5K———
Gateway Wealth Partners, LLC
N/A—3,141-3,141-100%$278.7K———
Arkadios Wealth Advisors
N/A—2,994-2,994-100%$265.5K———
Maripau Wealth Management LLC
N/A—2,893-2,893-100%$256.6K———
Advisory Services Network, LLC
N/A—2,839-2,839-100%$251.9K———
Magnolia Private Wealth, LLC
N/A—2,817-2,817-100%$249.9K———
EP Wealth Advisors, LLC
N/A—2,809-2,809-100%$249.2K———
GeoWealth Management, LLC
N/A—2,755-2,755-100%$244.5K———
Davis Wealth Advisors, LLC
N/A—2,693-2,693-100%$238.9K———
Redwood Investment Management, LLC
N/A—2,652-2,652-100%$235.0K———
Centaurus Financial, Inc.
N/A—2,505-2,505-100%$222.0K———
EWA, LLC
N/A—2,446-2,446-100%$217.0K———
EFG International AG
N/A—2,419-2,419-100%$214.6K———
Transamerica Financial Advisors, LLC
N/A—2,085-2,085-100%$185.0K———
Northwestern Mutual Wealth Management Co
N/A—1,701-1,701-100%$150.9K———
Continuum Advisory, LLC
N/A—1,364-1,364-100%$121.0K———
Founders Financial Alliance, LLC
N/A—1,055-1,055-100%$93.6K———
Synergy Investment Management, LLC
N/A—925-925-100%$82.1K———
Smartleaf Asset Management LLC
N/A—782-782-100%$69.7K———
Imprint Wealth LLC
N/A—770-770-100%$68.3K———
Vision Retirement, LLC
N/A—738-738-100%$65.5K———
LGT Financial Advisors LLC
N/A—730-730-100%$64.8K———
BFC Planning, Inc.
N/A—515-515-100%$45.7K———
Rockefeller Capital Management L.P.
N/A—369-369-100%$32.7K———
FMR LLC
N/A—350-350-100%$31.0K———
Capital Advisor Network LLC
N/A—313-313-100%$27.8K———
Strategic Wealth Partners, Ltd.
N/A—244-244-100%$21.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—198-198-100%$17.6K———
Wells Fargo & Company
N/A—188-188-100%$16.7K———
Fiduciary Financial Advisors
N/A—163-163-100%$14.5K———
Huntington National Bank
N/A—125-125-100%$11.1K———
IMA Advisory Services, Inc.
N/A—122-122-100%$10.8K———
Park Place Capital Corp
N/A—101-101-100%$9.0K———
Fourth Dimension Wealth, LLC
N/A—48-48-100%$4.3K———
Clearstead Advisors, LLC
N/A—35-35-100%$3.1K———
Aptus Capital Advisors, LLC
N/A—32-32-100%$2.8K———
Keating Financial Advisory Services, Inc.
N/A—7-7-100%$621———
Showing 305 of 305 institutions