JPMorgan Intl BND ETF (JPIB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Avantax Planning Partners, Inc.

DECREASED

Shares2,436,946 from 2,518,715

Change-81,769 (-3%)

Value$113.8M (-$8.0M)

Filed 2026-11-03

FSM Wealth Advisors, LLC

INCREASED

Shares1,495,021 from 1,379,133

Change+115,888 (+8%)

Value$69.9M (+$3.2M)

Filed 2026-10-27

Parallel Advisors, LLC

INCREASED

Shares1,063,959 from 988,934

Change+75,025 (+8%)

Value$49.7M (+$1.9M)

Filed 2026-11-03

Prime Capital Investment Advisors, LLC

INCREASED

Shares973,337 from 924,746

Change+48,591 (+5%)

Value$45.5M (+$743.4K)

Filed 2026-10-20

Kestra Investment Management, LLC

INCREASED

Shares553,944 from 534,010

Change+19,934 (+4%)

Value$25.9M (+$49.8K)

Filed 2026-11-04

Midwest Financial Partners Investments, Inc.

INCREASED

Shares517,558 from 482,644

Change+34,914 (+7%)

Value$24.2M (+$834.1K)

Filed 2026-10-08

Apella Capital, LLC

INCREASED

Shares479,229 from 441,355

Change+37,874 (+9%)

Value$22.4M (+$1.1M)

Filed 2026-10-08

Hughes Financial Services, LLC

DECREASED

Shares384,647 from 495,030

Change-110,383 (-22%)

Value$18.0M (-$5.9M)

Filed 2026-10-30

Certified Advisory Corp

INCREASED

Shares378,625 from 364,814

Change+13,811 (+4%)

Value$17.7M (+$43.0K)

Filed 2026-10-29

Peak Financial Management, Inc.

INCREASED

Shares370,686 from 357,597

Change+13,089 (+4%)

Value$17.3M (+$21.2K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares333,819 from 325,000

Change+8,819 (+3%)

Value$15.6M (-$124.4K)

Filed 2026-11-02

KMG Fiduciary Partners, LLC

DECREASED

Shares331,211 from 366,185

Change-34,974 (-10%)

Value$15.5M (-$2.2M)

Filed 2026-10-14

ADE, LLC

INCREASED

Shares326,106 from 306,297

Change+19,809 (+6%)

Value$15.2M (+$419.7K)

Filed 2026-10-29

Destiny Wealth Partners, LLC

INCREASED

Shares313,583 from 189,248

Change+124,335 (+66%)

Value$14.7M (+$5.6M)

Filed 2026-11-05

Acumen Wealth Advisors, LLC

INCREASED

Shares292,574 from 2,746

Change+289,828 (+10555%)

Value$13.7M (+$13.5M)

Filed 2026-11-05

Ignite Planners, LLC

INCREASED

Shares255,782 from 163,239

Change+92,543 (+57%)

Value$11.9M (+$4.0M)

Filed 2026-10-14

CGN Advisors LLC

DECREASED

Shares227,341 from 232,330

Change-4,989 (-2%)

Value$10.6M (-$616.3K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares220,386 from 208,258

Change+12,128 (+6%)

Value$10.3K (-$10.1M)

Filed 2026-11-02

KWB Wealth

INCREASED

Shares218,500 from 8,392

Change+210,108 (+2504%)

Value$10.2M (+$9.8M)

Filed 2026-10-16

Acima Private Wealth, LLC

DECREASED

Shares212,010 from 215,439

Change-3,429 (-2%)

Value$9.9M (-$515.6K)

Filed 2026-10-05

Peterson Wealth Advisors, LLC

INCREASED

Shares211,114 from 198,525

Change+12,589 (+6%)

Value$9.9M (+$260.4K)

Filed 2026-10-08

ARQ Wealth Advisors, LLC

INCREASED

Shares208,863 from 207,372

Change+1,491 (+1%)

Value$9.8M (-$162.6K)

Filed 2026-10-29

Fiduciary Alliance LLC

INCREASED

Shares198,051 from 185,036

Change+13,015 (+7%)

Value$9.2M (+$302.4K)

Filed 2026-10-13

Cadent Capital Advisors, LLC

INCREASED

Shares196,306 from 168,597

Change+27,709 (+16%)

Value$9.2M (+$1.0M)

Filed 2026-10-09

Broadway Wealth Solutions, Inc.

INCREASED

Shares180,447 from 165,627

Change+14,820 (+9%)

Value$8.4M (+$418.8K)

Filed 2026-10-21

Patton Albertson Miller Group, LLC

INCREASED

Shares178,213 from 150,308

Change+27,905 (+19%)

Value$8.3M (+$1.1M)

Filed 2026-10-26

Cedar Mountain Advisors, LLC

INCREASED

Shares166,361 from 108,113

Change+58,248 (+54%)

Value$7.8M (+$2.5M)

Filed 2026-10-15

Manske Wealth Management

INCREASED

Shares162,158 from 144,822

Change+17,336 (+12%)

Value$7.6M (+$570.6K)

Filed 2026-10-26

Financial Management Professionals, Inc.

INCREASED

Shares160,363 from 159,347

Change+1,016 (+1%)

Value$7.5M (-$215.5K)

Filed 2026-10-23

Power Wealth Management LLC

INCREASED

Shares158,564 from 143,496

Change+15,068 (+11%)

Value$7.4M (+$466.9K)

Filed 2026-10-27

Windsor Capital Management, LLC

INCREASED

Shares157,268 from 153,939

Change+3,329 (+2%)

Value$7.3M (-$98.6K)

Filed 2026-10-13

Treasure Coast Financial Planning

INCREASED

Shares142,468 from 133,875

Change+8,593 (+6%)

Value$6.7M (+$180.4K)

Filed 2026-11-03

Creative Financial Designs Inc

INCREASED

Shares139,285 from 126,496

Change+12,789 (+10%)

Value$6.5M (+$388.5K)

Filed 2026-11-04

Winter & Associates, Inc.

INCREASED

Shares134,861 from 125,022

Change+9,839 (+8%)

Value$6.3M (+$273.4K)

Filed 2026-10-23

Halbert Hargrove Global Advisors, LLC

INCREASED

Shares133,513 from 129,182

Change+4,331 (+3%)

Value$6.2M (-$10.9K)

Filed 2026-10-16

Avior Wealth Management, LLC

DECREASED

Shares133,140 from 146,848

Change-13,708 (-9%)

Value$6.2M (-$882.4K)

Filed 2026-10-13

Econ Financial Services Corp

INCREASED

Shares127,680 from 126,038

Change+1,642 (+1%)

Value$6.0M (-$131.3K)

Filed 2026-10-19

Refined Wealth Management

INCREASED

Shares127,365 from 119,352

Change+8,013 (+7%)

Value$5.9M (+$177.3K)

Filed 2026-10-13

LexAurum Advisors, LLC

INCREASED

Shares123,246 from 119,855

Change+3,391 (+3%)

Value$5.8M (-$39.4K)

Filed 2026-10-19

Sagace Wealth Management LLC

NEW

Shares121,694

Change+121,694

Value$5.7M

Filed 2026-10-28

Kroeger Financial Partners

INCREASED

Shares114,176 from 109,337

Change+4,839 (+4%)

Value$5.3M (+$45.6K)

Filed 2026-10-19

Elmwood Wealth Management, Inc.

INCREASED

Shares113,950 from 111,022

Change+2,928 (+3%)

Value$5.3M (-$46.4K)

Filed 2026-10-14

Retirement Planning Group, LLC

INCREASED

Shares113,013 from 112,138

Change+875 (+1%)

Value$5.3M (-$144.2K)

Filed 2026-10-19

Arkansas Financial Group, Inc.

INCREASED

Shares109,822 from 103,507

Change+6,315 (+6%)

Value$5.1M (+$124.1K)

Filed 2026-10-26

Roof Eidam Maycock Peralta, LLC

UNCHANGED

Shares97,660 from 97,660

Change0 (0%)

Value$4.6M (-$161.1K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares91,414 from 45,734

Change+45,680 (+100%)

Value$4.3M (+$2.1M)

Filed 2026-11-02

Alpine Bank Wealth Management

NEW

Shares90,433

Change+90,433

Value$4.2M

Filed 2026-10-16

New Capital Management LP

INCREASED

Shares87,442 from 84,820

Change+2,622 (+3%)

Value$4.1M (-$17.5K)

Filed 2026-10-29

Cardinal Strategic Wealth Guidance

INCREASED

Shares86,774 from 57,389

Change+29,385 (+51%)

Value$4.1M (+$1.3M)

Filed 2026-11-02

Etesian Wealth Advisors, Inc.

INCREASED

Shares86,014 from 74,529

Change+11,485 (+15%)

Value$4.0M (+$413.3K)

Filed 2026-10-27

White & Co Financial Planning Inc

INCREASED

Shares84,834 from 77,901

Change+6,933 (+9%)

Value$4.1M (+$290.2K)

Filed 2026-10-16

Laurel Wealth Planning LLC

NEW

Shares77,489

Change+77,489

Value$3.6M

Filed 2026-11-02

Clarity Asset Management, Inc.

NEW

Shares75,969

Change+75,969

Value$3.5M

Filed 2026-10-14

Systelligence, LLC

INCREASED

Shares74,021 from 49,383

Change+24,638 (+50%)

Value$13.7M (+$11.4M)

Filed 2026-11-05

Thrivent Financial for Lutherans

DECREASED

Shares73,511 from 80,341

Change-6,830 (-8%)

Value$3.4M (-$452.0K)

Filed 2026-11-05

Riversedge Advisors, LLC

INCREASED

Shares69,145 from 61,246

Change+7,899 (+13%)

Value$3.2M (+$267.8K)

Filed 2026-10-09

Adamsbrown Wealth Consultants LLC

DECREASED

Shares64,177 from 65,231

Change-1,054 (-2%)

Value$3.0M (-$156.8K)

Filed 2026-10-20

MMA Asset Management LLC

DECREASED

Shares61,026 from 68,636

Change-7,610 (-11%)

Value$2.8M (-$468.6K)

Filed 2026-11-02

IFP Advisors, Inc

DECREASED

Shares59,440 from 59,642

Change-202 (0%)

Value$2.8M (-$107.8K)

Filed 2026-10-16

Bouvel Investment Partners, LLC

INCREASED

Shares56,124 from 55,274

Change+850 (+2%)

Value$2.6M (-$51.5K)

Filed 2026-10-13

Koshinski Asset Management, Inc.

DECREASED

Shares54,899 from 56,190

Change-1,291 (-2%)

Value$2.6M (-$153.0K)

Filed 2026-10-29

InTrack Investment Management Inc

INCREASED

Shares52,380 from 43,437

Change+8,943 (+21%)

Value$2.4M (+$346.0K)

Filed 2026-10-15

Sunrise Financial Services, LLC

INCREASED

Shares52,371 from 49,323

Change+3,048 (+6%)

Value$2.4M (+$61.0K)

Filed 2026-10-21

SYM Financial Corp

INCREASED

Shares50,570 from 50,530

Change+40 (+0%)

Value$2.4M (-$81.5K)

Filed 2026-10-26

Total Clarity Wealth Management, Inc.

DECREASED

Shares50,107 from 54,487

Change-4,380 (-8%)

Value$2.3M (-$294.4K)

Filed 2026-10-26

Oppenheimer & Co Inc

INCREASED

Shares47,324 from 45,255

Change+2,069 (+5%)

Value$2.2M (+$22.0K)

Filed 2026-10-26

Innealta Capital, LLC

INCREASED

Shares40,362 from 25,726

Change+14,636 (+57%)

Value$1.9M (+$641.1K)

Filed 2026-11-02

Advisor OS, LLC

DECREASED

Shares37,785 from 41,240

Change-3,455 (-8%)

Value$1.8M (-$229.4K)

Filed 2026-11-03

TriaGen Wealth Management LLC

INCREASED

Shares37,314 from 34,436

Change+2,878 (+8%)

Value$1.7M (+$77.6K)

Filed 2026-10-14

J.W. Cole Advisors, Inc.

INCREASED

Shares37,286 from 34,351

Change+2,935 (+9%)

Value$1.7M (+$80.4K)

Filed 2026-11-05

Lunt Capital Management, Inc.

INCREASED

Shares33,899 from 32,037

Change+1,862 (+6%)

Value$1.6M (+$34.1K)

Filed 2026-10-30

Financial Partners Group, Inc

DECREASED

Shares30,988 from 40,349

Change-9,361 (-23%)

Value$1.4M (-$503.8K)

Filed 2026-10-19

Helium Advisors LLC

DECREASED

Shares27,186 from 28,451

Change-1,265 (-4%)

Value$1.3M (-$106.0K)

Filed 2026-10-23

Dynamic Advisor Solutions LLC

DECREASED

Shares26,944 from 27,561

Change-617 (-2%)

Value$1.3M (-$74.3K)

Filed 2026-10-13

First Bank & Trust

INCREASED

Shares26,942 from 21,575

Change+5,367 (+25%)

Value$1.3M (+$215.0K)

Filed 2026-10-19

Sovran Advisors, LLC

NEW

Shares26,541

Change+26,541

Value$1.2M

Filed 2026-11-02

Axxcess Wealth Management, LLC

DECREASED

Shares21,810 from 21,913

Change-103 (0%)

Value$1.0M (-$41.0K)

Filed 2026-10-21

XY Planning Network, Inc.

INCREASED

Shares21,077 from 10,202

Change+10,875 (+107%)

Value$984.3K (+$491.0K)

Filed 2026-10-14

RFG Advisory, LLC

NEW

Shares19,737

Change+19,737

Value$921.7K

Filed 2026-11-03

Clear Point Advisors Inc.

DECREASED

Shares19,391 from 24,298

Change-4,907 (-20%)

Value$905.6K (-$269.3K)

Filed 2026-10-30

Wealthcare Advisory Partners LLC

DECREASED

Shares18,496 from 29,840

Change-11,344 (-38%)

Value$863.8K (-$579.0K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares17,563 from 20,114

Change-2,551 (-13%)

Value$820.9K (-$147.0K)

Filed 2026-10-13

PKS Advisory Services, LLC

UNCHANGED

Shares15,909 from 15,909

Change0 (0%)

Value$769.2K ($0)

Filed 2026-10-26

Red Mountain Financial, LLC

INCREASED

Shares15,854 from 11,333

Change+4,521 (+40%)

Value$740.4K (+$192.5K)

Filed 2026-11-03

Fortitude Financial, LLC

NEW

Shares15,786

Change+15,786

Value$737.2K

Filed 2026-10-19

JGP Wealth Management, LLC

NEW

Shares15,584

Change+15,584

Value$727.8K

Filed 2026-10-13

Friday Financial

INCREASED

Shares14,993 from 6,022

Change+8,971 (+149%)

Value$696.7K (+$406.5K)

Filed 2026-10-09

Schmidt P J Investment Management Inc

INCREASED

Shares14,835 from 7,058

Change+7,777 (+110%)

Value$692.8K (+$351.5K)

Filed 2026-11-02

Capital Wealth Management, LLC

NEW

Shares14,689

Change+14,689

Value$686.0K

Filed 2026-10-27

Prospera Financial Services Inc

INCREASED

Shares14,319 from 14,170

Change+149 (+1%)

Value$671.0K (-$14.1K)

Filed 2026-11-04

International Assets Investment Management, LLC

INCREASED

Shares14,206 from 14,152

Change+54 (+0%)

Value$660.1K (-$22.3K)

Filed 2026-11-02

Atria Investments, Inc

INCREASED

Shares13,271 from 11,871

Change+1,400 (+12%)

Value$619.8K (+$45.8K)

Filed 2026-10-15

Capstone Wealth Management Group, Inc.

INCREASED

Shares12,905 from 11,687

Change+1,218 (+10%)

Value$602.7K (+$37.6K)

Filed 2026-10-19

Centurion Wealth Management LLC

INCREASED

Shares12,171 from 11,601

Change+570 (+5%)

Value$568.4K (+$7.5K)

Filed 2026-10-13

Simplicity Wealth,LLC

DECREASED

Shares12,057 from 14,695

Change-2,638 (-18%)

Value$563.0K (-$147.4K)

Filed 2026-10-23

Smallwood Wealth Investment Management, LLC

INCREASED

Shares11,489 from 9,696

Change+1,793 (+18%)

Value$536.5K (+$67.7K)

Filed 2026-10-30

Spectrum Wealth Advisory Group, LLC

DECREASED

Shares11,449 from 14,995

Change-3,546 (-24%)

Value$534.7K (-$190.4K)

Filed 2026-10-29

Visionary Wealth Advisors

DECREASED

Shares11,016 from 11,670

Change-654 (-6%)

Value$514.4K (-$49.8K)

Filed 2026-11-04

First Heartland Consultants, Inc.

INCREASED

Shares8,959 from 8,066

Change+893 (+11%)

Value$418.4K (+$28.4K)

Filed 2026-10-08

Gilman Hill Asset Management, LLC

UNCHANGED

Shares8,750 from 8,750

Change0 (0%)

Value$408.6K (-$14.4K)

Filed 2026-10-13

Hazlett, Burt & Watson, Inc.

INCREASED

Shares8,743 from 7,229

Change+1,514 (+21%)

Value$121.3K (+$72.0K)

Filed 2026-11-04

Burke & Herbert Bank & Trust Co

UNCHANGED

Shares8,477 from 8,477

Change0 (0%)

Value$395.9K (-$14.0K)

Filed 2026-11-02

Trademark Financial Management, LLC

DECREASED

Shares8,384 from 8,401

Change-17 (0%)

Value$391.5K (-$14.7K)

Filed 2026-10-23

Narus Financial Partners, LLC

DECREASED

Shares7,601 from 14,336

Change-6,735 (-47%)

Value$355.0K (-$338.2K)

Filed 2026-10-19

Verdence Capital Advisors LLC

NEW

Shares7,580

Change+7,580

Value$354.0K

Filed 2026-10-26

Saxon Interests, Inc.

DECREASED

Shares7,196 from 12,503

Change-5,307 (-42%)

Value$336.1K (-$268.5K)

Filed 2026-10-26

Redhawk Wealth Advisors, Inc.

DECREASED

Shares7,076 from 9,343

Change-2,267 (-24%)

Value$330.4K (-$121.3K)

Filed 2026-10-14

Lantern Wealth Advisors, LLC

INCREASED

Shares6,930 from 6,794

Change+136 (+2%)

Value$323.6K (-$4.9K)

Filed 2026-10-22

AlphaCore Capital LLC

UNCHANGED

Shares6,818 from 6,818

Change0 (0%)

Value$318.4K (-$11.2K)

Filed 2026-11-04

Marks Group Wealth Management, Inc

DECREASED

Shares6,585 from 20,021

Change-13,436 (-67%)

Value$307.5K (-$660.5K)

Filed 2026-11-05

Bourgeon Capital Management LLC

INCREASED

Shares6,500 from 6,100

Change+400 (+7%)

Value$303.6K (+$8.6K)

Filed 2026-10-19

Beaumont Financial Advisors, LLC

UNCHANGED

Shares6,180 from 6,180

Change0 (0%)

Value$288.6K (-$10.2K)

Filed 2026-10-22

Brady Martz Wealth Solutions, LLC

DECREASED

Shares6,130 from 6,348

Change-218 (-3%)

Value$286.3K (-$20.7K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares6,012 from 5,759

Change+253 (+4%)

Value$280.8K (+$2.3K)

Filed 2026-11-04

Enclave Advisors LLC

NEW

Shares6,000

Change+6,000

Value$280.2K

Filed 2026-10-14

Sage Financial Group Inc

INCREASED

Shares5,799 from 5,766

Change+33 (+1%)

Value$270.8K (-$8.0K)

Filed 2026-10-27

Wetzel Investment Advisors, Inc.

UNCHANGED

Shares5,693 from 5,693

Change0 (0%)

Value$265.9K (-$9.4K)

Filed 2026-10-13

Stonehearth Capital Management, LLC

DECREASED

Shares4,841 from 4,910

Change-69 (-1%)

Value$226.1K (-$11.3K)

Filed 2026-10-13

First Citizens Financial Corp

DECREASED

Shares4,743 from 13,353

Change-8,610 (-64%)

Value$221.5K (-$424.1K)

Filed 2026-10-02

Sigma Planning Corp

DECREASED

Shares4,618 from 6,020

Change-1,402 (-23%)

Value$215.7K (-$75.4K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares4,604 from 4,539

Change+65 (+1%)

Value$215.0K (-$4.5K)

Filed 2026-10-08

Walkner Condon Financial Advisors LLC

DECREASED

Shares4,601 from 6,053

Change-1,452 (-24%)

Value$214.9K (-$77.8K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares4,484 from 4,475

Change+9 (+0%)

Value$209.4K (-$7.0K)

Filed 2026-10-30

Bank of New York Mellon Corp

NEW

Shares4,333

Change+4,333

Value$202.3K

Filed 2026-11-05

Trust Co

INCREASED

Shares3,228 from 1,995

Change+1,233 (+62%)

Value$150.8K (+$54.3K)

Filed 2026-10-09

Private Trust Co NA

INCREASED

Shares2,194 from 1,407

Change+787 (+56%)

Value$102.5K (+$34.4K)

Filed 2026-10-20

Larson Financial Group LLC

UNCHANGED

Shares1,287 from 1,287

Change0 (0%)

Value$60.1K (-$2.1K)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1,236 from 1,236

Change0 (0%)

Value$57.7K (-$2.0K)

Filed 2026-10-30

Ascentis Independent Advisors

NEW

Shares1,074

Change+1,074

Value$50.2K

Filed 2026-11-03

Nfsg Corp

NEW

Shares1,043

Change+1,043

Value$48.7K

Filed 2026-10-15

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares686 from 6,321

Change-5,635 (-89%)

Value$32.0K (-$273.7K)

Filed 2026-10-14

Ashton Thomas Private Wealth, LLC

NEW

Shares480

Change+480

Value$22.4K

Filed 2026-11-03

TD Waterhouse Canada Inc.

NEW

Shares458

Change+458

Value$21.3K

Filed 2026-10-16

1620 Investment Advisors, Inc.

UNCHANGED

Shares398 from 398

Change0 (0%)

Value$18.6K (-$656)

Filed 2026-11-04

MidAtlantic Capital Management, Inc.

NEW

Shares326

Change+326

Value$15.2K

Filed 2026-11-05

Abound Wealth Management

NEW

Shares241

Change+241

Value$11.3K

Filed 2026-10-26

Evolution Wealth Management Inc.

UNCHANGED

Shares184 from 184

Change0 (0%)

Value$8.6K (-$303)

Filed 2026-10-28

Silver Grove Financial Group, Inc.

INCREASED

Shares53 from 20

Change+33 (+165%)

Value$2.5K (+$1.5K)

Filed 2026-11-05

Cullen T Bankers, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.1K (-$39)

Filed 2026-10-28

Downshift Financial, LLC

NEW

Shares11

Change+11

Value$514

Filed 2026-10-13

Assetmark, Inc

DECREASED

Shares9 from 18

Change-9 (-50%)

Value$420 (-$450)

Filed 2026-10-21

Clear Creek Financial Management, LLC

CLOSED

Shares0 from 10,332

Change-10,332 (-100%)

Value$0 (-$499.6K)

Filed 2026-10-28

Lido Advisors, LLC

CLOSED

Shares0 from 7,102

Change-7,102 (-100%)

Value$0 (-$343.4K)

Filed 2026-11-04

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

CLOSED

Shares0 from 4,199

Change-4,199 (-100%)

Value$0 (-$203.0K)

Filed 2026-10-14

AdvisorNet Financial, Inc

CLOSED

Shares0 from 386

Change-386 (-100%)

Value$0 (-$18.7K)

Filed 2026-10-15

LFA - Lugano Financial Advisors SA

CLOSED

Shares0 from 330

Change-330 (-100%)

Value$0 (-$16.0K)

Filed 2026-11-03

Westside Investment Management, Inc.

CLOSED

Shares0 from 303

Change-303 (-100%)

Value$0 (-$14.7K)

Filed 2026-11-02

Costello Asset Management, Inc

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$2.4K)

Filed 2026-10-30

LPL Financial LLC

N/A

Shares— from 1,698,263

Change-1,698,263 (-100%)

Value—

Rice Partnership, LLC

N/A

Shares— from 1,625,600

Change-1,625,600 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 1,265,473

Change-1,265,473 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,181,490

Change-1,181,490 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 991,898

Change-991,898 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 878,679

Change-878,679 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 808,930

Change-808,930 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 569,467

Change-569,467 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 567,754

Change-567,754 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 566,365

Change-566,365 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 456,577

Change-456,577 (-100%)

Value—

ForthRight Wealth Management, LLC

N/A

Shares— from 455,739

Change-455,739 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 275,212

Change-275,212 (-100%)

Value—

Stadion Money Management, LLC

N/A

Shares— from 237,297

Change-237,297 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 220,129

Change-220,129 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 213,225

Change-213,225 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 206,281

Change-206,281 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 178,555

Change-178,555 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 175,141

Change-175,141 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 157,488

Change-157,488 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 156,216

Change-156,216 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 153,213

Change-153,213 (-100%)

Value—

Sonoma Allocations LLC

N/A

Shares— from 150,342

Change-150,342 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 147,747

Change-147,747 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 142,629

Change-142,629 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 130,063

Change-130,063 (-100%)

Value—

First American Trust, FSB

N/A

Shares— from 127,787

Change-127,787 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 113,120

Change-113,120 (-100%)

Value—

Odyssey Group, LLC

N/A

Shares— from 113,013

Change-113,013 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 109,238

Change-109,238 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 104,663

Change-104,663 (-100%)

Value—

Ellenbecker Investment Group

N/A

Shares— from 96,621

Change-96,621 (-100%)

Value—

Philadelphia Investment Partners, LLC

N/A

Shares— from 93,538

Change-93,538 (-100%)

Value—

Croban

N/A

Shares— from 78,946

Change-78,946 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 72,804

Change-72,804 (-100%)

Value—

Jacobi Capital Management LLC

N/A

Shares— from 71,463

Change-71,463 (-100%)

Value—

Mach-1 Financial Group, LLC

N/A

Shares— from 71,148

Change-71,148 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 70,573

Change-70,573 (-100%)

Value—

&partners

N/A

Shares— from 67,702

Change-67,702 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 66,521

Change-66,521 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 65,677

Change-65,677 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 64,474

Change-64,474 (-100%)

Value—

Eaton Financial Holdings Company, LLC

N/A

Shares— from 63,480

Change-63,480 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 52,622

Change-52,622 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 51,906

Change-51,906 (-100%)

Value—

Brendel Financial Advisors LLC

N/A

Shares— from 51,898

Change-51,898 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 51,886

Change-51,886 (-100%)

Value—

Magnolia Capital Advisors LLC

N/A

Shares— from 51,590

Change-51,590 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 51,542

Change-51,542 (-100%)

Value—

BlackDiamond Wealth Management, LLC

N/A

Shares— from 50,553

Change-50,553 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 49,045

Change-49,045 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 45,582

Change-45,582 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 43,373

Change-43,373 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 43,357

Change-43,357 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 39,484

Change-39,484 (-100%)

Value—

Beta Wealth Group, Inc.

N/A

Shares— from 37,998

Change-37,998 (-100%)

Value—

Pine Harbor Wealth Management, LLC

N/A

Shares— from 36,881

Change-36,881 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 34,127

Change-34,127 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 30,284

Change-30,284 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 30,003

Change-30,003 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 28,687

Change-28,687 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 27,233

Change-27,233 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 23,707

Change-23,707 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 23,576

Change-23,576 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 22,730

Change-22,730 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 21,569

Change-21,569 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 19,662

Change-19,662 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 18,247

Change-18,247 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 18,210

Change-18,210 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 16,576

Change-16,576 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 16,462

Change-16,462 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 15,363

Change-15,363 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 15,017

Change-15,017 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 14,996

Change-14,996 (-100%)

Value—

Mainstay Capital Management LLC

N/A

Shares— from 14,824

Change-14,824 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,321

Change-14,321 (-100%)

Value—

Motco

N/A

Shares— from 13,114

Change-13,114 (-100%)

Value—

Mission Hills Financial Advisory, LLC

N/A

Shares— from 12,502

Change-12,502 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 12,358

Change-12,358 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 11,490

Change-11,490 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 11,363

Change-11,363 (-100%)

Value—

Sunflower Bank, N.A.

N/A

Shares— from 9,551

Change-9,551 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 9,308

Change-9,308 (-100%)

Value—

Betterment LLC

N/A

Shares— from 9,044

Change-9,044 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 8,874

Change-8,874 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 8,817

Change-8,817 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8,397

Change-8,397 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 7,637

Change-7,637 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 7,600

Change-7,600 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,652

Change-6,652 (-100%)

Value—

Everest Financial Group LLC

N/A

Shares— from 6,325

Change-6,325 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 5,990

Change-5,990 (-100%)

Value—

Seaview Investment Managers LLC

N/A

Shares— from 5,888

Change-5,888 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 5,744

Change-5,744 (-100%)

Value—

Wescott Financial Advisory Group, LLC

N/A

Shares— from 5,143

Change-5,143 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 5,135

Change-5,135 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,891

Change-4,891 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 4,575

Change-4,575 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 4,574

Change-4,574 (-100%)

Value—

WealthCare Investment Partners, LLC

N/A

Shares— from 4,338

Change-4,338 (-100%)

Value—

Brasada Capital Management, LP

N/A

Shares— from 4,299

Change-4,299 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 3,410

Change-3,410 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 3,244

Change-3,244 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,221

Change-3,221 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,162

Change-3,162 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,323

Change-1,323 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,256

Change-1,256 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,244

Change-1,244 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 1,034

Change-1,034 (-100%)

Value—

FMR LLC

N/A

Shares— from 875

Change-875 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 767

Change-767 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 463

Change-463 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 436

Change-436 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 266

Change-266 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 239

Change-239 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Avantax Planning Partners, Inc.	DECREASED	2,436,946	2,518,715	-81,769	-3%	$121.8M	$113.8M	-$8.0M	2026-11-03
FSM Wealth Advisors, LLC	INCREASED	1,495,021	1,379,133	+115,888	+8%	$66.7M	$69.9M	+$3.2M	2026-10-27
Parallel Advisors, LLC	INCREASED	1,063,959	988,934	+75,025	+8%	$47.8M	$49.7M	+$1.9M	2026-11-03
Prime Capital Investment Advisors, LLC	INCREASED	973,337	924,746	+48,591	+5%	$44.7M	$45.5M	+$743.4K	2026-10-20
Kestra Investment Management, LLC	INCREASED	553,944	534,010	+19,934	+4%	$25.8M	$25.9M	+$49.8K	2026-11-04
Midwest Financial Partners Investments, Inc.	INCREASED	517,558	482,644	+34,914	+7%	$23.3M	$24.2M	+$834.1K	2026-10-08
Apella Capital, LLC	INCREASED	479,229	441,355	+37,874	+9%	$21.3M	$22.4M	+$1.1M	2026-10-08
Hughes Financial Services, LLC	DECREASED	384,647	495,030	-110,383	-22%	$23.9M	$18.0M	-$5.9M	2026-10-30
Certified Advisory Corp	INCREASED	378,625	364,814	+13,811	+4%	$17.6M	$17.7M	+$43.0K	2026-10-29
Peak Financial Management, Inc.	INCREASED	370,686	357,597	+13,089	+4%	$17.3M	$17.3M	+$21.2K	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	333,819	325,000	+8,819	+3%	$15.7M	$15.6M	-$124.4K	2026-11-02
KMG Fiduciary Partners, LLC	DECREASED	331,211	366,185	-34,974	-10%	$17.7M	$15.5M	-$2.2M	2026-10-14
ADE, LLC	INCREASED	326,106	306,297	+19,809	+6%	$14.8M	$15.2M	+$419.7K	2026-10-29
Destiny Wealth Partners, LLC	INCREASED	313,583	189,248	+124,335	+66%	$9.1M	$14.7M	+$5.6M	2026-11-05
Acumen Wealth Advisors, LLC	INCREASED	292,574	2,746	+289,828	+10555%	$132.8K	$13.7M	+$13.5M	2026-11-05
Ignite Planners, LLC	INCREASED	255,782	163,239	+92,543	+57%	$7.9M	$11.9M	+$4.0M	2026-10-14
CGN Advisors LLC	DECREASED	227,341	232,330	-4,989	-2%	$11.2M	$10.6M	-$616.3K	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	220,386	208,258	+12,128	+6%	$10.1M	$10.3K	-$10.1M	2026-11-02
KWB Wealth	INCREASED	218,500	8,392	+210,108	+2504%	$405.8K	$10.2M	+$9.8M	2026-10-16
Acima Private Wealth, LLC	DECREASED	212,010	215,439	-3,429	-2%	$10.4M	$9.9M	-$515.6K	2026-10-05
Peterson Wealth Advisors, LLC	INCREASED	211,114	198,525	+12,589	+6%	$9.6M	$9.9M	+$260.4K	2026-10-08
ARQ Wealth Advisors, LLC	INCREASED	208,863	207,372	+1,491	+1%	$9.9M	$9.8M	-$162.6K	2026-10-29
Fiduciary Alliance LLC	INCREASED	198,051	185,036	+13,015	+7%	$8.9M	$9.2M	+$302.4K	2026-10-13
Cadent Capital Advisors, LLC	INCREASED	196,306	168,597	+27,709	+16%	$8.2M	$9.2M	+$1.0M	2026-10-09
Broadway Wealth Solutions, Inc.	INCREASED	180,447	165,627	+14,820	+9%	$8.0M	$8.4M	+$418.8K	2026-10-21
Patton Albertson Miller Group, LLC	INCREASED	178,213	150,308	+27,905	+19%	$7.3M	$8.3M	+$1.1M	2026-10-26
Cedar Mountain Advisors, LLC	INCREASED	166,361	108,113	+58,248	+54%	$5.2M	$7.8M	+$2.5M	2026-10-15
Manske Wealth Management	INCREASED	162,158	144,822	+17,336	+12%	$7.0M	$7.6M	+$570.6K	2026-10-26
Financial Management Professionals, Inc.	INCREASED	160,363	159,347	+1,016	+1%	$7.7M	$7.5M	-$215.5K	2026-10-23
Power Wealth Management LLC	INCREASED	158,564	143,496	+15,068	+11%	$6.9M	$7.4M	+$466.9K	2026-10-27
Windsor Capital Management, LLC	INCREASED	157,268	153,939	+3,329	+2%	$7.4M	$7.3M	-$98.6K	2026-10-13
Treasure Coast Financial Planning	INCREASED	142,468	133,875	+8,593	+6%	$6.5M	$6.7M	+$180.4K	2026-11-03
Creative Financial Designs Inc	INCREASED	139,285	126,496	+12,789	+10%	$6.1M	$6.5M	+$388.5K	2026-11-04
Winter & Associates, Inc.	INCREASED	134,861	125,022	+9,839	+8%	$6.0M	$6.3M	+$273.4K	2026-10-23
Halbert Hargrove Global Advisors, LLC	INCREASED	133,513	129,182	+4,331	+3%	$6.2M	$6.2M	-$10.9K	2026-10-16
Avior Wealth Management, LLC	DECREASED	133,140	146,848	-13,708	-9%	$7.1M	$6.2M	-$882.4K	2026-10-13
Econ Financial Services Corp	INCREASED	127,680	126,038	+1,642	+1%	$6.1M	$6.0M	-$131.3K	2026-10-19
Refined Wealth Management	INCREASED	127,365	119,352	+8,013	+7%	$5.8M	$5.9M	+$177.3K	2026-10-13
LexAurum Advisors, LLC	INCREASED	123,246	119,855	+3,391	+3%	$5.8M	$5.8M	-$39.4K	2026-10-19
Sagace Wealth Management LLC	NEW	121,694	—	+121,694	—	—	$5.7M	—	2026-10-28
Kroeger Financial Partners	INCREASED	114,176	109,337	+4,839	+4%	$5.3M	$5.3M	+$45.6K	2026-10-19
Elmwood Wealth Management, Inc.	INCREASED	113,950	111,022	+2,928	+3%	$5.4M	$5.3M	-$46.4K	2026-10-14
Retirement Planning Group, LLC	INCREASED	113,013	112,138	+875	+1%	$5.4M	$5.3M	-$144.2K	2026-10-19
Arkansas Financial Group, Inc.	INCREASED	109,822	103,507	+6,315	+6%	$5.0M	$5.1M	+$124.1K	2026-10-26
Roof Eidam Maycock Peralta, LLC	UNCHANGED	97,660	97,660	0	0%	$4.7M	$4.6M	-$161.1K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	91,414	45,734	+45,680	+100%	$2.2M	$4.3M	+$2.1M	2026-11-02
Alpine Bank Wealth Management	NEW	90,433	—	+90,433	—	—	$4.2M	—	2026-10-16
New Capital Management LP	INCREASED	87,442	84,820	+2,622	+3%	$4.1M	$4.1M	-$17.5K	2026-10-29
Cardinal Strategic Wealth Guidance	INCREASED	86,774	57,389	+29,385	+51%	$2.8M	$4.1M	+$1.3M	2026-11-02
Etesian Wealth Advisors, Inc.	INCREASED	86,014	74,529	+11,485	+15%	$3.6M	$4.0M	+$413.3K	2026-10-27
White & Co Financial Planning Inc	INCREASED	84,834	77,901	+6,933	+9%	$3.8M	$4.1M	+$290.2K	2026-10-16
Laurel Wealth Planning LLC	NEW	77,489	—	+77,489	—	—	$3.6M	—	2026-11-02
Clarity Asset Management, Inc.	NEW	75,969	—	+75,969	—	—	$3.5M	—	2026-10-14
Systelligence, LLC	INCREASED	74,021	49,383	+24,638	+50%	$2.4M	$13.7M	+$11.4M	2026-11-05
Thrivent Financial for Lutherans	DECREASED	73,511	80,341	-6,830	-8%	$3.9M	$3.4M	-$452.0K	2026-11-05
Riversedge Advisors, LLC	INCREASED	69,145	61,246	+7,899	+13%	$3.0M	$3.2M	+$267.8K	2026-10-09
Adamsbrown Wealth Consultants LLC	DECREASED	64,177	65,231	-1,054	-2%	$3.2M	$3.0M	-$156.8K	2026-10-20
MMA Asset Management LLC	DECREASED	61,026	68,636	-7,610	-11%	$3.3M	$2.8M	-$468.6K	2026-11-02
IFP Advisors, Inc	DECREASED	59,440	59,642	-202	0%	$2.9M	$2.8M	-$107.8K	2026-10-16
Bouvel Investment Partners, LLC	INCREASED	56,124	55,274	+850	+2%	$2.7M	$2.6M	-$51.5K	2026-10-13
Koshinski Asset Management, Inc.	DECREASED	54,899	56,190	-1,291	-2%	$2.7M	$2.6M	-$153.0K	2026-10-29
InTrack Investment Management Inc	INCREASED	52,380	43,437	+8,943	+21%	$2.1M	$2.4M	+$346.0K	2026-10-15
Sunrise Financial Services, LLC	INCREASED	52,371	49,323	+3,048	+6%	$2.4M	$2.4M	+$61.0K	2026-10-21
SYM Financial Corp	INCREASED	50,570	50,530	+40	+0%	$2.4M	$2.4M	-$81.5K	2026-10-26
Total Clarity Wealth Management, Inc.	DECREASED	50,107	54,487	-4,380	-8%	$2.6M	$2.3M	-$294.4K	2026-10-26
Oppenheimer & Co Inc	INCREASED	47,324	45,255	+2,069	+5%	$2.2M	$2.2M	+$22.0K	2026-10-26
Innealta Capital, LLC	INCREASED	40,362	25,726	+14,636	+57%	$1.2M	$1.9M	+$641.1K	2026-11-02
Advisor OS, LLC	DECREASED	37,785	41,240	-3,455	-8%	$2.0M	$1.8M	-$229.4K	2026-11-03
TriaGen Wealth Management LLC	INCREASED	37,314	34,436	+2,878	+8%	$1.7M	$1.7M	+$77.6K	2026-10-14
J.W. Cole Advisors, Inc.	INCREASED	37,286	34,351	+2,935	+9%	$1.7M	$1.7M	+$80.4K	2026-11-05
Lunt Capital Management, Inc.	INCREASED	33,899	32,037	+1,862	+6%	$1.5M	$1.6M	+$34.1K	2026-10-30
Financial Partners Group, Inc	DECREASED	30,988	40,349	-9,361	-23%	$2.0M	$1.4M	-$503.8K	2026-10-19
Helium Advisors LLC	DECREASED	27,186	28,451	-1,265	-4%	$1.4M	$1.3M	-$106.0K	2026-10-23
Dynamic Advisor Solutions LLC	DECREASED	26,944	27,561	-617	-2%	$1.3M	$1.3M	-$74.3K	2026-10-13
First Bank & Trust	INCREASED	26,942	21,575	+5,367	+25%	$1.0M	$1.3M	+$215.0K	2026-10-19
Sovran Advisors, LLC	NEW	26,541	—	+26,541	—	—	$1.2M	—	2026-11-02
Axxcess Wealth Management, LLC	DECREASED	21,810	21,913	-103	0%	$1.1M	$1.0M	-$41.0K	2026-10-21
XY Planning Network, Inc.	INCREASED	21,077	10,202	+10,875	+107%	$493.3K	$984.3K	+$491.0K	2026-10-14
RFG Advisory, LLC	NEW	19,737	—	+19,737	—	—	$921.7K	—	2026-11-03
Clear Point Advisors Inc.	DECREASED	19,391	24,298	-4,907	-20%	$1.2M	$905.6K	-$269.3K	2026-10-30
Wealthcare Advisory Partners LLC	DECREASED	18,496	29,840	-11,344	-38%	$1.4M	$863.8K	-$579.0K	2026-10-21
Wealth Enhancement Advisory Services, LLC	DECREASED	17,563	20,114	-2,551	-13%	$967.9K	$820.9K	-$147.0K	2026-10-13
PKS Advisory Services, LLC	UNCHANGED	15,909	15,909	0	0%	$769.2K	$769.2K	$0	2026-10-26
Red Mountain Financial, LLC	INCREASED	15,854	11,333	+4,521	+40%	$547.9K	$740.4K	+$192.5K	2026-11-03
Fortitude Financial, LLC	NEW	15,786	—	+15,786	—	—	$737.2K	—	2026-10-19
JGP Wealth Management, LLC	NEW	15,584	—	+15,584	—	—	$727.8K	—	2026-10-13
Friday Financial	INCREASED	14,993	6,022	+8,971	+149%	$290.2K	$696.7K	+$406.5K	2026-10-09
Schmidt P J Investment Management Inc	INCREASED	14,835	7,058	+7,777	+110%	$341.3K	$692.8K	+$351.5K	2026-11-02
Capital Wealth Management, LLC	NEW	14,689	—	+14,689	—	—	$686.0K	—	2026-10-27
Prospera Financial Services Inc	INCREASED	14,319	14,170	+149	+1%	$685.1K	$671.0K	-$14.1K	2026-11-04
International Assets Investment Management, LLC	INCREASED	14,206	14,152	+54	+0%	$682.4K	$660.1K	-$22.3K	2026-11-02
Atria Investments, Inc	INCREASED	13,271	11,871	+1,400	+12%	$574.0K	$619.8K	+$45.8K	2026-10-15
Capstone Wealth Management Group, Inc.	INCREASED	12,905	11,687	+1,218	+10%	$565.1K	$602.7K	+$37.6K	2026-10-19
Centurion Wealth Management LLC	INCREASED	12,171	11,601	+570	+5%	$560.9K	$568.4K	+$7.5K	2026-10-13
Simplicity Wealth,LLC	DECREASED	12,057	14,695	-2,638	-18%	$710.5K	$563.0K	-$147.4K	2026-10-23
Smallwood Wealth Investment Management, LLC	INCREASED	11,489	9,696	+1,793	+18%	$468.8K	$536.5K	+$67.7K	2026-10-30
Spectrum Wealth Advisory Group, LLC	DECREASED	11,449	14,995	-3,546	-24%	$725.0K	$534.7K	-$190.4K	2026-10-29
Visionary Wealth Advisors	DECREASED	11,016	11,670	-654	-6%	$564.2K	$514.4K	-$49.8K	2026-11-04
First Heartland Consultants, Inc.	INCREASED	8,959	8,066	+893	+11%	$390.0K	$418.4K	+$28.4K	2026-10-08
Gilman Hill Asset Management, LLC	UNCHANGED	8,750	8,750	0	0%	$423.1K	$408.6K	-$14.4K	2026-10-13
Hazlett, Burt & Watson, Inc.	INCREASED	8,743	7,229	+1,514	+21%	$49.3K	$121.3K	+$72.0K	2026-11-04
Burke & Herbert Bank & Trust Co	UNCHANGED	8,477	8,477	0	0%	$409.9K	$395.9K	-$14.0K	2026-11-02
Trademark Financial Management, LLC	DECREASED	8,384	8,401	-17	0%	$406.2K	$391.5K	-$14.7K	2026-10-23
Narus Financial Partners, LLC	DECREASED	7,601	14,336	-6,735	-47%	$693.1K	$355.0K	-$338.2K	2026-10-19
Verdence Capital Advisors LLC	NEW	7,580	—	+7,580	—	—	$354.0K	—	2026-10-26
Saxon Interests, Inc.	DECREASED	7,196	12,503	-5,307	-42%	$604.5K	$336.1K	-$268.5K	2026-10-26
Redhawk Wealth Advisors, Inc.	DECREASED	7,076	9,343	-2,267	-24%	$451.7K	$330.4K	-$121.3K	2026-10-14
Lantern Wealth Advisors, LLC	INCREASED	6,930	6,794	+136	+2%	$328.5K	$323.6K	-$4.9K	2026-10-22
AlphaCore Capital LLC	UNCHANGED	6,818	6,818	0	0%	$329.7K	$318.4K	-$11.2K	2026-11-04
Marks Group Wealth Management, Inc	DECREASED	6,585	20,021	-13,436	-67%	$968.0K	$307.5K	-$660.5K	2026-11-05
Bourgeon Capital Management LLC	INCREASED	6,500	6,100	+400	+7%	$294.9K	$303.6K	+$8.6K	2026-10-19
Beaumont Financial Advisors, LLC	UNCHANGED	6,180	6,180	0	0%	$298.8K	$288.6K	-$10.2K	2026-10-22
Brady Martz Wealth Solutions, LLC	DECREASED	6,130	6,348	-218	-3%	$306.9K	$286.3K	-$20.7K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	6,012	5,759	+253	+4%	$278.4K	$280.8K	+$2.3K	2026-11-04
Enclave Advisors LLC	NEW	6,000	—	+6,000	—	—	$280.2K	—	2026-10-14
Sage Financial Group Inc	INCREASED	5,799	5,766	+33	+1%	$278.8K	$270.8K	-$8.0K	2026-10-27
Wetzel Investment Advisors, Inc.	UNCHANGED	5,693	5,693	0	0%	$275.3K	$265.9K	-$9.4K	2026-10-13
Stonehearth Capital Management, LLC	DECREASED	4,841	4,910	-69	-1%	$237.4K	$226.1K	-$11.3K	2026-10-13
First Citizens Financial Corp	DECREASED	4,743	13,353	-8,610	-64%	$645.6K	$221.5K	-$424.1K	2026-10-02
Sigma Planning Corp	DECREASED	4,618	6,020	-1,402	-23%	$291.0K	$215.7K	-$75.4K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	4,604	4,539	+65	+1%	$219.5K	$215.0K	-$4.5K	2026-10-08
Walkner Condon Financial Advisors LLC	DECREASED	4,601	6,053	-1,452	-24%	$292.7K	$214.9K	-$77.8K	2026-11-02
Truist Financial Corp	INCREASED	4,484	4,475	+9	+0%	$216.4K	$209.4K	-$7.0K	2026-10-30
Bank of New York Mellon Corp	NEW	4,333	—	+4,333	—	—	$202.3K	—	2026-11-05
Trust Co	INCREASED	3,228	1,995	+1,233	+62%	$96.4K	$150.8K	+$54.3K	2026-10-09
Private Trust Co NA	INCREASED	2,194	1,407	+787	+56%	$68.0K	$102.5K	+$34.4K	2026-10-20
Larson Financial Group LLC	UNCHANGED	1,287	1,287	0	0%	$62.2K	$60.1K	-$2.1K	2026-11-05
Capital Investment Advisory Services, LLC	UNCHANGED	1,236	1,236	0	0%	$59.8K	$57.7K	-$2.0K	2026-10-30
Ascentis Independent Advisors	NEW	1,074	—	+1,074	—	—	$50.2K	—	2026-11-03
Nfsg Corp	NEW	1,043	—	+1,043	—	—	$48.7K	—	2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	686	6,321	-5,635	-89%	$305.7K	$32.0K	-$273.7K	2026-10-14
Ashton Thomas Private Wealth, LLC	NEW	480	—	+480	—	—	$22.4K	—	2026-11-03
TD Waterhouse Canada Inc.	NEW	458	—	+458	—	—	$21.3K	—	2026-10-16
1620 Investment Advisors, Inc.	UNCHANGED	398	398	0	0%	$19.2K	$18.6K	-$656	2026-11-04
MidAtlantic Capital Management, Inc.	NEW	326	—	+326	—	—	$15.2K	—	2026-11-05
Abound Wealth Management	NEW	241	—	+241	—	—	$11.3K	—	2026-10-26
Evolution Wealth Management Inc.	UNCHANGED	184	184	0	0%	$8.9K	$8.6K	-$303	2026-10-28
Silver Grove Financial Group, Inc.	INCREASED	53	20	+33	+165%	$967	$2.5K	+$1.5K	2026-11-05
Cullen T Bankers, Inc.	UNCHANGED	24	24	0	0%	$1.2K	$1.1K	-$39	2026-10-28
Downshift Financial, LLC	NEW	11	—	+11	—	—	$514	—	2026-10-13
Assetmark, Inc	DECREASED	9	18	-9	-50%	$870	$420	-$450	2026-10-21
Clear Creek Financial Management, LLC	CLOSED	0	10,332	-10,332	-100%	$499.6K	$0	-$499.6K	2026-10-28
Lido Advisors, LLC	CLOSED	0	7,102	-7,102	-100%	$343.4K	$0	-$343.4K	2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	CLOSED	0	4,199	-4,199	-100%	$203.0K	$0	-$203.0K	2026-10-14
AdvisorNet Financial, Inc	CLOSED	0	386	-386	-100%	$18.7K	$0	-$18.7K	2026-10-15
LFA - Lugano Financial Advisors SA	CLOSED	0	330	-330	-100%	$16.0K	$0	-$16.0K	2026-11-03
Westside Investment Management, Inc.	CLOSED	0	303	-303	-100%	$14.7K	$0	-$14.7K	2026-11-02
Costello Asset Management, Inc	CLOSED	0	50	-50	-100%	$2.4K	$0	-$2.4K	2026-10-30
LPL Financial LLC	N/A	—	1,698,263	-1,698,263	-100%	$82.1M	—	—	—
Rice Partnership, LLC	N/A	—	1,625,600	-1,625,600	-100%	$78.6M	—	—	—
Hills Bank & Trust Co	N/A	—	1,265,473	-1,265,473	-100%	$61.2M	—	—	—
Bank of America Corp	N/A	—	1,181,490	-1,181,490	-100%	$57.1M	—	—	—
HighTower Advisors, LLC	N/A	—	991,898	-991,898	-100%	$48.0M	—	—	—
Raymond James Financial Inc	N/A	—	878,679	-878,679	-100%	$42.5M	—	—	—
Cetera Investment Advisers	N/A	—	808,930	-808,930	-100%	$39.1M	—	—	—
Morgan Stanley	N/A	—	569,467	-569,467	-100%	$27.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	567,754	-567,754	-100%	$27.5M	—	—	—
Goldstone Financial Group, LLC	N/A	—	566,365	-566,365	-100%	$27.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	456,577	-456,577	-100%	$22.1M	—	—	—
ForthRight Wealth Management, LLC	N/A	—	455,739	-455,739	-100%	$22.0M	—	—	—
Modern Wealth Management, LLC	N/A	—	275,212	-275,212	-100%	$13.3M	—	—	—
Stadion Money Management, LLC	N/A	—	237,297	-237,297	-100%	$11.4M	—	—	—
MAI Capital Management	N/A	—	220,129	-220,129	-100%	$10.6M	—	—	—
Summit Financial, LLC	N/A	—	213,225	-213,225	-100%	$10.3M	—	—	—
Royal Bank of Canada	N/A	—	206,281	-206,281	-100%	$10.0M	—	—	—
Bleakley Financial Group, LLC	N/A	—	178,555	-178,555	-100%	$8.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	175,141	-175,141	-100%	$8.5M	—	—	—
Captrust Financial Advisors	N/A	—	157,488	-157,488	-100%	$7.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	156,216	-156,216	-100%	$7.6M	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	153,213	-153,213	-100%	$7.4M	—	—	—
Sonoma Allocations LLC	N/A	—	150,342	-150,342	-100%	$7.3M	—	—	—
Cary Street Partners Financial LLC	N/A	—	147,747	-147,747	-100%	$7.1M	—	—	—
JPMorgan Chase & Co	N/A	—	142,629	-142,629	-100%	$6.9M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	130,063	-130,063	-100%	$6.3M	—	—	—
First American Trust, FSB	N/A	—	127,787	-127,787	-100%	$6.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	113,120	-113,120	-100%	$5.5M	—	—	—
Odyssey Group, LLC	N/A	—	113,013	-113,013	-100%	$5.5M	—	—	—
Cerity Partners LLC	N/A	—	109,238	-109,238	-100%	$5.3M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	104,663	-104,663	-100%	$5.1M	—	—	—
Ellenbecker Investment Group	N/A	—	96,621	-96,621	-100%	$4.7M	—	—	—
Philadelphia Investment Partners, LLC	N/A	—	93,538	-93,538	-100%	$4.5M	—	—	—
Croban	N/A	—	78,946	-78,946	-100%	$3.8M	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	72,804	-72,804	-100%	$3.5M	—	—	—
Jacobi Capital Management LLC	N/A	—	71,463	-71,463	-100%	$3.5M	—	—	—
Mach-1 Financial Group, LLC	N/A	—	71,148	-71,148	-100%	$3.4M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	70,573	-70,573	-100%	$3.4M	—	—	—
&partners	N/A	—	67,702	-67,702	-100%	$3.3M	—	—	—
Jane Street Group, LLC	N/A	—	66,521	-66,521	-100%	$3.2M	—	—	—
Waverly Advisors, LLC	N/A	—	65,677	-65,677	-100%	$3.2M	—	—	—
OneAscent Financial Services LLC	N/A	—	64,474	-64,474	-100%	$3.1M	—	—	—
Eaton Financial Holdings Company, LLC	N/A	—	63,480	-63,480	-100%	$3.1M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	52,622	-52,622	-100%	$2.5M	—	—	—
Private Advisor Group, LLC	N/A	—	51,906	-51,906	-100%	$2.5M	—	—	—
Brendel Financial Advisors LLC	N/A	—	51,898	-51,898	-100%	$2.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	51,886	-51,886	-100%	$2.5M	—	—	—
Magnolia Capital Advisors LLC	N/A	—	51,590	-51,590	-100%	$2.5M	—	—	—
Mariner, LLC	N/A	—	51,542	-51,542	-100%	$2.5M	—	—	—
BlackDiamond Wealth Management, LLC	N/A	—	50,553	-50,553	-100%	$2.4M	—	—	—
Kintra Wealth, LLC	N/A	—	49,045	-49,045	-100%	$2.4M	—	—	—
Valmark Advisers, Inc.	N/A	—	45,582	-45,582	-100%	$2.2M	—	—	—
Tidemark, LLC	N/A	—	43,373	-43,373	-100%	$2.1M	—	—	—
SHP Wealth Management	N/A	—	43,357	-43,357	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	39,484	-39,484	-100%	$1.9M	—	—	—
Beta Wealth Group, Inc.	N/A	—	37,998	-37,998	-100%	$1.8M	—	—	—
Pine Harbor Wealth Management, LLC	N/A	—	36,881	-36,881	-100%	$1.8M	—	—	—
Berger Financial Group, Inc	N/A	—	34,127	-34,127	-100%	$1.7M	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	30,284	-30,284	-100%	$1.5M	—	—	—
AE Wealth Management LLC	N/A	—	30,003	-30,003	-100%	$1.5M	—	—	—
Geneos Wealth Management Inc.	N/A	—	28,687	-28,687	-100%	$1.4M	—	—	—
Mutual Advisors, LLC	N/A	—	27,233	-27,233	-100%	$1.3M	—	—	—
Equitable Holdings, Inc.	N/A	—	23,707	-23,707	-100%	$1.1M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	23,576	-23,576	-100%	$1.1M	—	—	—
Argent Trust Co	N/A	—	22,730	-22,730	-100%	$1.1M	—	—	—
UMB Bank, n.a.	N/A	—	21,569	-21,569	-100%	$1.0M	—	—	—
MML Investors Services, LLC	N/A	—	19,662	-19,662	-100%	$950.6K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	18,247	-18,247	-100%	$882.3K	—	—	—
Advisors Asset Management, Inc.	N/A	—	18,210	-18,210	-100%	$880.5K	—	—	—
CreativeOne Wealth, LLC	N/A	—	16,576	-16,576	-100%	$801.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	16,462	-16,462	-100%	$795.9K	—	—	—
CIBC World Market Inc.	N/A	—	15,363	-15,363	-100%	$742.8K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	15,017	-15,017	-100%	$726.1K	—	—	—
GeoWealth Management, LLC	N/A	—	14,996	-14,996	-100%	$725.1K	—	—	—
Mainstay Capital Management LLC	N/A	—	14,824	-14,824	-100%	$716.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	14,321	-14,321	-100%	$692.4K	—	—	—
Motco	N/A	—	13,114	-13,114	-100%	$634.1K	—	—	—
Mission Hills Financial Advisory, LLC	N/A	—	12,502	-12,502	-100%	$604.5K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	12,358	-12,358	-100%	$4.6K	—	—	—
Cahill Financial Advisors Inc	N/A	—	11,490	-11,490	-100%	$555.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	11,363	-11,363	-100%	$549.0K	—	—	—
Sunflower Bank, N.A.	N/A	—	9,551	-9,551	-100%	$461.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	9,308	-9,308	-100%	$450.0K	—	—	—
Betterment LLC	N/A	—	9,044	-9,044	-100%	$437.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	8,874	-8,874	-100%	$429.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	8,817	-8,817	-100%	$426.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	8,397	-8,397	-100%	$406.0K	—	—	—
Capital Analysts, LLC	N/A	—	7,637	-7,637	-100%	$369.0K	—	—	—
Trustmark Bank Trust Department	N/A	—	7,600	-7,600	-100%	$367.5K	—	—	—
Bank of Montreal	N/A	—	6,652	-6,652	-100%	$321.6K	—	—	—
Everest Financial Group LLC	N/A	—	6,325	-6,325	-100%	$305.8K	—	—	—
National Bank of Canada	N/A	—	5,990	-5,990	-100%	$289.5K	—	—	—
Seaview Investment Managers LLC	N/A	—	5,888	-5,888	-100%	$284.7K	—	—	—
Allworth Financial LP	N/A	—	5,744	-5,744	-100%	$277.7K	—	—	—
Wescott Financial Advisory Group, LLC	N/A	—	5,143	-5,143	-100%	$248.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	5,135	-5,135	-100%	$248.3K	—	—	—
AQR Capital Management LLC	N/A	—	4,891	-4,891	-100%	$236.5K	—	—	—
GWN Securities Inc.	N/A	—	4,575	-4,575	-100%	$221.2K	—	—	—
Advisory Alpha, LLC	N/A	—	4,574	-4,574	-100%	$221.2K	—	—	—
WealthCare Investment Partners, LLC	N/A	—	4,338	-4,338	-100%	$209.7K	—	—	—
Brasada Capital Management, LP	N/A	—	4,299	-4,299	-100%	$207.9K	—	—	—
Centaurus Financial, Inc.	N/A	—	3,410	-3,410	-100%	$165.0K	—	—	—
Banque Cantonale Vaudoise	N/A	—	3,244	-3,244	-100%	$156.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,221	-3,221	-100%	$155.7K	—	—	—
Harbour Investments, Inc.	N/A	—	3,162	-3,162	-100%	$152.9K	—	—	—
IFG Advisory, LLC	N/A	—	1,323	-1,323	-100%	$64.0K	—	—	—
Wells Fargo & Company	N/A	—	1,256	-1,256	-100%	$60.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,244	-1,244	-100%	$60.1K	—	—	—
IAG Wealth Partners, LLC	N/A	—	1,034	-1,034	-100%	$50.0K	—	—	—
FMR LLC	N/A	—	875	-875	-100%	$42.3K	—	—	—
Dunhill Financial, LLC	N/A	—	767	-767	-100%	$37.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	463	-463	-100%	$22.4K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	436	-436	-100%	$21.0K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	266	-266	-100%	$12.9K	—	—	—
BFC Planning, Inc.	N/A	—	239	-239	-100%	$11.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	9	-9	-100%	$435	—	—	—
Elequin Capital, LP	N/A	—	1	-1	-100%	$48	—	—	—

Showing 265 of 265 institutions