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Pgim AAA CLO ETF (PAAA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares9,695,371 from 6,551,711
Change+3,143,660 (+48%)
Value$497.3M (+$161.4M)
Filed 2026-11-06
1900 Wealth Management LLC
DECREASED
Shares2,303,048 from 2,922,055
Change-619,007 (-21%)
Value$118.1M (-$31.7M)
Filed 2026-10-13
Ocean Park Asset Management, LLC
NEW
Shares2,142,600
Change+2,142,600
Value$109.9M
Filed 2026-10-21
Norden Group LLC
INCREASED
Shares2,080,586 from 1,098,908
Change+981,678 (+89%)
Value$106.7M (+$50.4M)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares1,230,887 from 1,226,735
Change+4,152 (+0%)
Value$63.1M (+$237.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares1,074,038 from 1,189,608
Change-115,570 (-10%)
Value$55.1M (-$5.9M)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares1,021,928 from 1,003,376
Change+18,552 (+2%)
Value$52.4M (+$971.6K)
Filed 2026-10-13
Highline Wealth Partners LLC
INCREASED
Shares834,984 from 721,948
Change+113,036 (+16%)
Value$42.8M (+$5.8M)
Filed 2026-10-19
Main Street Group, LTD
INCREASED
Shares820,422 from 597,202
Change+223,220 (+37%)
Value$42.1M (+$11.5M)
Filed 2026-10-28
Foguth Wealth Management, Llc.
INCREASED
Shares743,776 from 231,367
Change+512,409 (+221%)
Value$38.2M (+$26.4M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares729,245 from 565,755
Change+163,490 (+29%)
Value$37.4K (-$29.0M)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares655,747 from 451,629
Change+204,118 (+45%)
Value$33.6M (+$10.5M)
Filed 2026-10-15
Insight Wealth Strategies, LLC
DECREASED
Shares576,138 from 655,982
Change-79,844 (-12%)
Value$29.6M (-$4.1M)
Filed 2026-10-09
Cooper Capital Advisors LLC
INCREASED
Shares556,594 from 512,528
Change+44,066 (+9%)
Value$28.5M (+$2.3M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares506,211 from 502,060
Change+4,151 (+1%)
Value$26.0M (+$223.0K)
Filed 2026-11-06
Potentia Wealth
INCREASED
Shares485,989 from 410,021
Change+75,968 (+19%)
Value$24.9M (+$3.9M)
Filed 2026-11-09
Basso Capital Management, L.P.
DECREASED
Shares446,999 from 493,638
Change-46,639 (-9%)
Value$22.9M (-$2.4M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares446,680 from 387,572
Change+59,108 (+15%)
Value$23.0M (+$3.1M)
Filed 2026-11-02
Three Cord True Wealth Management, LLC
INCREASED
Shares422,559 from 12,743
Change+409,816 (+3216%)
Value$21.7M (+$21.0M)
Filed 2026-11-10
Truist Financial Corp
DECREASED
Shares405,593 from 431,092
Change-25,499 (-6%)
Value$20.8M (-$1.3M)
Filed 2026-10-30
WealthPlan Investment Management, LLC
INCREASED
Shares401,923 from 348,921
Change+53,002 (+15%)
Value$20.6M (+$2.7M)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares356,258 from 338,009
Change+18,249 (+5%)
Value$18.3M (+$978.4K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares349,792 from 56,235
Change+293,557 (+522%)
Value$17.9M (+$15.1M)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares337,853 from 309,063
Change+28,790 (+9%)
Value$17.3M (+$1.5M)
Filed 2026-10-28
Addison Capital Co
INCREASED
Shares334,392 from 323,598
Change+10,794 (+3%)
Value$17.2M (+$560.1K)
Filed 2026-11-09
HighPoint Advisor Group LLC
NEW
Shares320,531
Change+320,531
Value$16.4M
Filed 2026-11-09
Level Four Advisory Services, LLC
INCREASED
Shares316,086 from 267,578
Change+48,508 (+18%)
Value$16.2M (+$2.5M)
Filed 2026-11-06
Secure Asset Management, LLC
NEW
Shares312,077
Change+312,077
Value$16.0M
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares288,788 from 271,017
Change+17,771 (+7%)
Value$14.8M (+$916.9K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares286,700 from 258,269
Change+28,431 (+11%)
Value$14.7M (+$1.5M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares281,122 from 255,183
Change+25,939 (+10%)
Value$14.4M (+$1.3M)
Filed 2026-10-23
Silver OAK Securities, Incorporated
INCREASED
Shares275,651 from 325
Change+275,326 (+84716%)
Value$14.2M (+$14.1M)
Filed 2026-11-09
Community Trust & Investment Co
INCREASED
Shares263,969 from 257,534
Change+6,435 (+3%)
Value$13.5M (+$335.2K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares234,300 from 236,899
Change-2,599 (-1%)
Value$12.0M (-$138.1K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares232,235 from 43,916
Change+188,319 (+429%)
Value$11.9M (+$9.7M)
Filed 2026-10-15
Inscription Capital, LLC
DECREASED
Shares207,359 from 229,013
Change-21,654 (-9%)
Value$10.6M (-$1.1M)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares207,124 from 202,779
Change+4,345 (+2%)
Value$10.6M (+$226.9K)
Filed 2026-11-04
HighTower Advisors, LLC
DECREASED
Shares204,822 from 301,015
Change-96,193 (-32%)
Value$10.5M (-$4.9M)
Filed 2026-11-10
Hartford Financial Management Inc.
DECREASED
Shares197,587 from 204,782
Change-7,195 (-4%)
Value$10.1M (-$364.9K)
Filed 2026-10-21
Asset Allocation Strategies LLC
DECREASED
Shares177,171 from 195,826
Change-18,655 (-10%)
Value$9.1M (-$952.9K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
DECREASED
Shares163,793 from 256,448
Change-92,655 (-36%)
Value$8.4M (-$4.8M)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares157,564 from 157,200
Change+364 (+0%)
Value$8.1M (+$21.8K)
Filed 2026-10-16
Dogwood Wealth Management LLC
NEW
Shares152,230
Change+152,230
Value$7.8M
Filed 2026-11-09
Team Financial Group, LLC
INCREASED
Shares150,988 from 36,970
Change+114,018 (+308%)
Value$7.7M (+$5.8M)
Filed 2026-10-30
HUB Investment Partners, LLC
INCREASED
Shares143,796 from 23,212
Change+120,584 (+519%)
Value$7.4M (+$6.2M)
Filed 2026-11-03
Principal Financial Group Inc
INCREASED
Shares141,351 from 105,176
Change+36,175 (+34%)
Value$7.2M (+$1.9M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares138,842 from 125,283
Change+13,559 (+11%)
Value$7.1K (-$6.4M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares137,373 from 83,131
Change+54,242 (+65%)
Value$7.0M (+$2.8M)
Filed 2026-11-06
Middleton & Co Inc
INCREASED
Shares128,355 from 119,365
Change+8,990 (+8%)
Value$6.6M (+$463.5K)
Filed 2026-10-23
Triton Wealth Management, Pllc
INCREASED
Shares121,959 from 120,931
Change+1,028 (+1%)
Value$6.3M (+$50.9K)
Filed 2026-11-04
Toews Corp
DECREASED
Shares118,930 from 127,430
Change-8,500 (-7%)
Value$6.1M (-$433.4K)
Filed 2026-11-09
WealthPLAN Partners, LLC
INCREASED
Shares113,985 from 108,678
Change+5,307 (+5%)
Value$5.8M (+$274.4K)
Filed 2026-10-15
Fiduciary Alliance LLC
INCREASED
Shares109,855 from 84,787
Change+25,068 (+30%)
Value$5.6M (+$1.3M)
Filed 2026-10-13
Bank of Montreal
DECREASED
Shares98,737 from 449,854
Change-351,117 (-78%)
Value$5.1M (-$18.0M)
Filed 2026-11-09
Hobart Private Capital, LLC
INCREASED
Shares97,078 from 92,966
Change+4,112 (+4%)
Value$5.0M (+$212.8K)
Filed 2026-10-19
Argent Trust Co
DECREASED
Shares92,580 from 98,623
Change-6,043 (-6%)
Value$4.7M (-$308.0K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
DECREASED
Shares90,032 from 148,982
Change-58,950 (-40%)
Value$4.6M (-$3.0M)
Filed 2026-10-26
Chicago Partners Investment Group LLC
NEW
Shares79,690
Change+79,690
Value$4.1M
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares75,346 from 1,557,567
Change-1,482,221 (-95%)
Value$3.9M (-$76.0M)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares74,776 from 75,338
Change-562 (-1%)
Value$3.8M (-$27.3K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
NEW
Shares72,082
Change+72,082
Value$3.7K
Filed 2026-10-21
Symphony Financial, Ltd. Co.
INCREASED
Shares64,842 from 29,917
Change+34,925 (+117%)
Value$3.3M (+$1.8M)
Filed 2026-10-22
K2 Financial Inc.
INCREASED
Shares63,470 from 61,739
Change+1,731 (+3%)
Value$3.3M (+$92.7K)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares58,640 from 50,062
Change+8,578 (+17%)
Value$3.0M (+$441.1K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares57,050 from 48,283
Change+8,767 (+18%)
Value$2.9M (+$450.6K)
Filed 2026-10-09
Great Diamond Partners, LLC
INCREASED
Shares54,900 from 51,291
Change+3,609 (+7%)
Value$2.8M (+$186.1K)
Filed 2026-10-13
Great Valley Advisor Group, Inc.
INCREASED
Shares53,427 from 43,855
Change+9,572 (+22%)
Value$2.7M (+$492.1K)
Filed 2026-11-09
Cooper Financial Group
INCREASED
Shares50,627 from 41,734
Change+8,893 (+21%)
Value$2.6M (+$457.0K)
Filed 2026-10-07
Collaborative Fund Advisors, LLC
NEW
Shares50,580
Change+50,580
Value$2.6M
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares50,014 from 36,813
Change+13,201 (+36%)
Value$2.6M (+$677.7K)
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares49,961 from 50,083
Change-122 (0%)
Value$2.6M (-$4.8K)
Filed 2026-11-04
RDA Financial Network
NEW
Shares48,851
Change+48,851
Value$2.5M
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares48,299 from 41,959
Change+6,340 (+15%)
Value$2.5M (+$326.0K)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares48,053 from 43,265
Change+4,788 (+11%)
Value$2.5M (+$246.5K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares47,247 from 52,650
Change-5,403 (-10%)
Value$2.4M (-$276.1K)
Filed 2026-10-20
Security National Bank
INCREASED
Shares43,536 from 25,504
Change+18,032 (+71%)
Value$2.2M (+$925.4K)
Filed 2026-10-26
IAG Wealth Partners, LLC
NEW
Shares42,420
Change+42,420
Value$2.2M
Filed 2026-11-06
Redstone Wealth Management, LLC
INCREASED
Shares41,862 from 27,496
Change+14,366 (+52%)
Value$2.1M (+$737.4K)
Filed 2026-10-20
Able Wealth Management LLC
DECREASED
Shares41,803 from 74,713
Change-32,910 (-44%)
Value$2.1M (-$1.7M)
Filed 2026-10-13
Global Assets Advisory, LLC
INCREASED
Shares39,828 from 31,867
Change+7,961 (+25%)
Value$2.0M (+$409.7K)
Filed 2026-10-28
Nwam LLC
INCREASED
Shares39,382 from 38,158
Change+1,224 (+3%)
Value$2.0M (+$63.5K)
Filed 2026-11-09
Central Bank & Trust Co
INCREASED
Shares39,289 from 7,107
Change+32,182 (+453%)
Value$2.0M (+$1.7M)
Filed 2026-10-09
Andina Capital Management, LLC
DECREASED
Shares38,928 from 62,689
Change-23,761 (-38%)
Value$2.0M (-$1.2M)
Filed 2026-10-21
Geneos Wealth Management Inc.
NEW
Shares38,847
Change+38,847
Value$2.0M
Filed 2026-11-09
Lido Advisors, LLC
NEW
Shares38,408
Change+38,408
Value$2.0M
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares37,616 from 26,096
Change+11,520 (+44%)
Value$1.9M (+$591.4K)
Filed 2026-10-14
Crumly & Associates Inc.
DECREASED
Shares37,177 from 55,875
Change-18,698 (-33%)
Value$1.9M (-$957.9K)
Filed 2026-10-07
Vise Technologies, Inc.
NEW
Shares36,833
Change+36,833
Value$1.9M
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares35,320 from 26,399
Change+8,921 (+34%)
Value$1.8M (+$458.1K)
Filed 2026-11-05
Sheets Smith Wealth Management
INCREASED
Shares35,033 from 29,202
Change+5,831 (+20%)
Value$1.8M (+$299.7K)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
INCREASED
Shares34,235 from 26,614
Change+7,621 (+29%)
Value$1.8M (+$391.4K)
Filed 2026-11-02
Riverchase Wealth Management, LLC
INCREASED
Shares32,275 from 31,773
Change+502 (+2%)
Value$1.7M (+$26.3K)
Filed 2026-10-28
Ballew Advisors, Inc
INCREASED
Shares32,000 from 4,330
Change+27,670 (+639%)
Value$1.6M (+$1.4M)
Filed 2026-10-05
Harbour Investments, Inc.
INCREASED
Shares31,802 from 17,358
Change+14,444 (+83%)
Value$1.6M (+$741.2K)
Filed 2026-11-09
NWF Advisory Services Inc.
NEW
Shares31,733
Change+31,733
Value$1.6M
Filed 2026-10-19
Nuveen, LLC
NEW
Shares31,425
Change+31,425
Value$1.6M
Filed 2026-11-10
Valeo Financial Advisors, LLC
NEW
Shares30,143
Change+30,143
Value$1.5M
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares27,930 from 7,172
Change+20,758 (+289%)
Value$1.4M (+$1.1M)
Filed 2026-10-22
Heritage Trust Co
UNCHANGED
Shares27,779 from 27,779
Change0 (0%)
Value$1.4M (+$555)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares27,230 from 13,972
Change+13,258 (+95%)
Value$1.4M (+$679.9K)
Filed 2026-11-06
Wespac Advisors, LLC
INCREASED
Shares26,971 from 26,589
Change+382 (+1%)
Value$1.4M (+$20.1K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares26,647 from 27,421
Change-774 (-3%)
Value$1.4M (-$39.2K)
Filed 2026-10-29
Worth Asset Management, LLC
DECREASED
Shares25,699 from 25,993
Change-294 (-1%)
Value$1.3M (-$14.6K)
Filed 2026-10-07
FAI Advisors, Inc.
DECREASED
Shares24,511 from 25,224
Change-713 (-3%)
Value$1.3M (-$36.1K)
Filed 2026-10-27
Americana Partners, LLC
UNCHANGED
Shares22,485 from 22,485
Change0 (0%)
Value$1.2M (+$450)
Filed 2026-10-28
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares21,770 from 21,770
Change0 (0%)
Value$1.1M (+$437)
Filed 2026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares21,731 from 21,478
Change+253 (+1%)
Value$1.1M (+$13.4K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares21,496 from 26,277
Change-4,781 (-18%)
Value$1.1M (-$244.7K)
Filed 2026-11-05
Collective Family Office LLC
DECREASED
Shares21,441 from 21,511
Change-70 (0%)
Value$1.1M (-$3.2K)
Filed 2026-10-05
Perigon Wealth Management, LLC
INCREASED
Shares21,329 from 19,950
Change+1,379 (+7%)
Value$1.1M (+$71.1K)
Filed 2026-10-22
Optivise Advisory Services LLC
INCREASED
Shares20,245 from 17,533
Change+2,712 (+15%)
Value$1.0M (+$139.5K)
Filed 2026-10-19
Cypress Capital, LLC
INCREASED
Shares19,946 from 19,802
Change+144 (+1%)
Value$1.0M (+$7.8K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares19,344 from 8,580
Change+10,764 (+125%)
Value$992.1K (+$552.2K)
Filed 2026-10-21
KWB Wealth
INCREASED
Shares17,740 from 15,231
Change+2,509 (+16%)
Value$909.9K (+$129.0K)
Filed 2026-10-16
Objective Capital Management, LLC
INCREASED
Shares17,545 from 10,445
Change+7,100 (+68%)
Value$899.9K (+$364.4K)
Filed 2026-10-13
Mills Wealth Advisors LLC
DECREASED
Shares17,461 from 17,666
Change-205 (-1%)
Value$895.6K (-$10.2K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares17,150 from 18,450
Change-1,300 (-7%)
Value$879.6K (-$66.3K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares17,145 from 22,436
Change-5,291 (-24%)
Value$879.4K (-$270.9K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
INCREASED
Shares17,128 from 15,687
Change+1,441 (+9%)
Value$878.5K (+$74.2K)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares16,983 from 16,983
Change0 (0%)
Value$870.7K ($0)
Filed 2026-10-26
Diversified Enterprises, LLC
INCREASED
Shares16,203 from 10,461
Change+5,742 (+55%)
Value$831.1K (+$294.7K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares15,991 from 10,665
Change+5,326 (+50%)
Value$820.2K (+$273.4K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares14,975 from 17,401
Change-2,426 (-14%)
Value$768.1K (-$124.1K)
Filed 2026-10-26
Total Clarity Wealth Management, Inc.
NEW
Shares14,880
Change+14,880
Value$763.2K
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED
Shares13,451 from 12,398
Change+1,053 (+8%)
Value$689.9K (+$54.3K)
Filed 2026-10-14
Creative Financial Designs Inc
NEW
Shares13,413
Change+13,413
Value$688.0K
Filed 2026-11-04
Creative Planning
NEW
Shares12,302
Change+12,302
Value$631.0K
Filed 2026-11-02
R2 Capital Strategies, LLC
INCREASED
Shares12,214 from 10,433
Change+1,781 (+17%)
Value$626.5K (+$91.6K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares12,075 from 11,855
Change+220 (+2%)
Value$619.3K (+$11.5K)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares11,340 from 10,866
Change+474 (+4%)
Value$581.6K (+$24.5K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares10,900 from 18,681
Change-7,781 (-42%)
Value$559.1K (-$398.7K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares9,885 from 9,503
Change+382 (+4%)
Value$507.0K (+$19.8K)
Filed 2026-11-05
KPP Advisory Services LLC
NEW
Shares9,397
Change+9,397
Value$482.0K
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,820 from 7,600
Change+1,220 (+16%)
Value$452.4K (+$62.7K)
Filed 2026-11-03
Western Wealth Management, LLC
DECREASED
Shares8,643 from 9,764
Change-1,121 (-11%)
Value$443.3K (-$57.3K)
Filed 2026-11-09
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares8,440 from 8,270
Change+170 (+2%)
Value$432.9K (+$8.9K)
Filed 2026-10-14
Knights of Columbus Asset Advisors LLC
INCREASED
Shares7,834 from 6,042
Change+1,792 (+30%)
Value$401.8K (+$92.0K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares7,262 from 7,262
Change0 (0%)
Value$372.5K (+$145)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares7,232 from 7,232
Change0 (0%)
Value$370.9K (+$145)
Filed 2026-10-21
626 Financial, LLC
NEW
Shares7,090
Change+7,090
Value$363.6K
Filed 2026-11-04
Trust Co of Oklahoma
UNCHANGED
Shares7,033 from 7,033
Change0 (0%)
Value$360.7K (+$141)
Filed 2026-10-15
Register Financial Advisors LLC
DECREASED
Shares6,916 from 7,274
Change-358 (-5%)
Value$354.7K (-$18.2K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares6,879 from 6,805
Change+74 (+1%)
Value$353 (-$348.6K)
Filed 2026-10-26
Diversify Advisory Services, LLC
NEW
Shares6,727
Change+6,727
Value$345.8K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares6,727
Change+6,727
Value$345.8K
Filed 2026-10-20
Destiny Wealth Partners, LLC
INCREASED
Shares6,669 from 5,307
Change+1,362 (+26%)
Value$342.3K (+$70.1K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,481 from 6,383
Change+98 (+2%)
Value$332.7K (+$5.4K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares6,342 from 4,068
Change+2,274 (+56%)
Value$325.3K (+$116.7K)
Filed 2026-10-20
Fermata Advisors, LLC
UNCHANGED
Shares6,340 from 6,340
Change0 (0%)
Value$325.2K (+$126)
Filed 2026-10-13
Silverlake Wealth Management LLC
NEW
Shares5,853
Change+5,853
Value$300.2K
Filed 2026-10-21
Regatta Capital Group, LLC
UNCHANGED
Shares5,459 from 5,459
Change0 (0%)
Value$280.0K (+$110)
Filed 2026-10-23
Weaver Consulting Group
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$270.6K (+$106)
Filed 2026-10-07
TrustBank
NEW
Shares5,179
Change+5,179
Value$265.6K
Filed 2026-10-20
Three Seasons Wealth, LLC
DECREASED
Shares5,142 from 5,453
Change-311 (-6%)
Value$263.7K (-$15.8K)
Filed 2026-11-03
Lynx Investment Advisory
INCREASED
Shares4,911 from 4,887
Change+24 (+0%)
Value$251.9K (+$1.3K)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares4,824 from 4,654
Change+170 (+4%)
Value$247.4K (+$8.8K)
Filed 2026-11-05
Moors & Cabot, Inc.
NEW
Shares4,778
Change+4,778
Value$245.1K
Filed 2026-11-06
Whipplewood Advisors, LLC
DECREASED
Shares4,267 from 5,629
Change-1,362 (-24%)
Value$218.9K (-$69.7K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares4,219 from 4,064
Change+155 (+4%)
Value$216.4K (+$8.0K)
Filed 2026-10-19
TrueWealth Advisors, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$210.3K (+$82)
Filed 2026-10-09
Schmidt P J Investment Management Inc
NEW
Shares4,051
Change+4,051
Value$207.8K
Filed 2026-11-02
Teamwork Financial Advisors, LLC
UNCHANGED
Shares3,902 from 3,902
Change0 (0%)
Value$200.1K (+$78)
Filed 2026-10-19
WPG Advisers, LLC
INCREASED
Shares3,502 from 3,473
Change+29 (+1%)
Value$179.6K (+$1.6K)
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$179.5K (-$35)
Filed 2026-10-30
Founders Financial Alliance, LLC
INCREASED
Shares3,367 from 1,421
Change+1,946 (+137%)
Value$172.7K (+$99.8K)
Filed 2026-11-10
GoalVest Advisory LLC
NEW
Shares2,980
Change+2,980
Value$152.8K
Filed 2026-10-02
Barclays PLC
NEW
Shares2,756
Change+2,756
Value$141.4K
Filed 2026-11-06
GK Wealth Management LLC
DECREASED
Shares2,187 from 5,631
Change-3,444 (-61%)
Value$112.2K (-$176.6K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,103 from 2,079
Change+24 (+1%)
Value$107.9K (+$1.3K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares2,052 from 1,588
Change+464 (+29%)
Value$105.2K (+$23.8K)
Filed 2026-11-05
J.Safra Asset Management Corp
DECREASED
Shares1,958 from 2,928
Change-970 (-33%)
Value$100.4K (-$49.7K)
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares1,905 from 421
Change+1,484 (+352%)
Value$97.7K (+$76.2K)
Filed 2026-11-04
Contravisory Investment Management, Inc.
INCREASED
Shares1,786 from 1,350
Change+436 (+32%)
Value$91.6K (+$22.4K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
DECREASED
Shares1,664 from 2,662
Change-998 (-37%)
Value$85.3K (-$51.2K)
Filed 2026-11-05
FMR LLC
INCREASED
Shares1,609 from 916
Change+693 (+76%)
Value$82.5K (+$35.6K)
Filed 2026-11-10
Pinnacle Bancorp, Inc.
INCREASED
Shares1,583 from 212
Change+1,371 (+647%)
Value$81.2K (+$70.3K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$76.9K (+$30)
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
NEW
Shares1,457
Change+1,457
Value$74.7K
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$52.4K (+$21)
Filed 2026-10-26
Trust Co of Vermont
NEW
Shares911
Change+911
Value$46.7K
Filed 2026-10-21
Paladin Advisory Group, LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$24.0K (+$9)
Filed 2026-11-09
Jacobi Capital Management LLC
NEW
Shares200
Change+200
Value$10.3K
Filed 2026-11-05
Country Trust Bank
NEW
Shares153
Change+153
Value$7.8K
Filed 2026-10-30
Bare Financial Services, Inc
NEW
Shares95
Change+95
Value$4.9K
Filed 2026-11-04
Horizon Financial Services, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.9K (+$1)
Filed 2026-11-04
Central Trust Co
NEW
Shares29
Change+29
Value$1.5K
Filed 2026-11-05
Signaturefd, LLC
NEW
Shares26
Change+26
Value$1.3K
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K ($0)
Filed 2026-10-30
Assetmark, Inc
NEW
Shares17
Change+17
Value$872
Filed 2026-10-21
Evolution Wealth Management Inc.
NEW
Shares14
Change+14
Value$718
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 101,185
Change-101,185 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-20
Advisor Resource Council
CLOSED
Shares0 from 8,077
Change-8,077 (-100%)
Value$0 (-$414.1K)
Filed 2026-11-05
Golden State Wealth Management, LLC
CLOSED
Shares0 from 5,204
Change-5,204 (-100%)
Value$0 (-$266.8K)
Filed 2026-11-02
Tectonic Advisors LLC
CLOSED
Shares0 from 4,027
Change-4,027 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-22
Centennial Bank
CLOSED
Shares0 from 1,641
Change-1,641 (-100%)
Value$0 (-$84.1K)
Filed 2026-11-09
Centerpoint Advisors, LLC
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$64.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$28.6K)
Filed 2026-11-02
Mascoma Wealth Management LLC
CLOSED
Shares0 from 488
Change-488 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-23
Prudential Financial Inc
N/A
Shares— from 52,490,323
Change-52,490,323 (-100%)
Value—
Allianz SE
N/A
Shares— from 10,604,500
Change-10,604,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,571,417
Change-9,571,417 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,345,361
Change-6,345,361 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,277,776
Change-5,277,776 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,464,507
Change-4,464,507 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,325,095
Change-4,325,095 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,279,043
Change-4,279,043 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,113,614
Change-3,113,614 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,682,303
Change-1,682,303 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,550,918
Change-1,550,918 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,431,051
Change-1,431,051 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,352,347
Change-1,352,347 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 937,864
Change-937,864 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 766,829
Change-766,829 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 750,000
Change-750,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 657,171
Change-657,171 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 623,331
Change-623,331 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 573,686
Change-573,686 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 566,344
Change-566,344 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 506,491
Change-506,491 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 379,691
Change-379,691 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 364,643
Change-364,643 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 360,922
Change-360,922 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 344,747
Change-344,747 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 315,539
Change-315,539 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 257,955
Change-257,955 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 236,460
Change-236,460 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 222,440
Change-222,440 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 213,996
Change-213,996 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 212,085
Change-212,085 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 207,404
Change-207,404 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 176,753
Change-176,753 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 160,377
Change-160,377 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 158,472
Change-158,472 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 145,970
Change-145,970 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 133,363
Change-133,363 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 130,996
Change-130,996 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 123,699
Change-123,699 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 108,358
Change-108,358 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 106,496
Change-106,496 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 104,551
Change-104,551 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 97,319
Change-97,319 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 95,436
Change-95,436 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 94,644
Change-94,644 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 92,642
Change-92,642 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 92,483
Change-92,483 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 92,483
Change-92,483 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 83,744
Change-83,744 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 80,693
Change-80,693 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 80,072
Change-80,072 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 78,243
Change-78,243 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 70,741
Change-70,741 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 66,410
Change-66,410 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 60,891
Change-60,891 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 56,901
Change-56,901 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 56,357
Change-56,357 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 47,950
Change-47,950 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 46,573
Change-46,573 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 44,863
Change-44,863 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 41,014
Change-41,014 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 39,413
Change-39,413 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 35,981
Change-35,981 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 33,155
Change-33,155 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,798
Change-25,798 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 24,604
Change-24,604 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,235
Change-24,235 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 22,727
Change-22,727 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 20,842
Change-20,842 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,903
Change-17,903 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,934
Change-16,934 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,860
Change-16,860 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 16,513
Change-16,513 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 16,057
Change-16,057 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 15,689
Change-15,689 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 15,045
Change-15,045 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,971
Change-14,971 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 14,303
Change-14,303 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,590
Change-13,590 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 12,726
Change-12,726 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 12,337
Change-12,337 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,648
Change-8,648 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 7,936
Change-7,936 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 6,997
Change-6,997 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
&partners
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 6,128
Change-6,128 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 736
Change-736 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Status
LPL Financial LLC
INCREASED9,695,3716,551,711+3,143,660+48%$335.9M$497.3M+$161.4M2026-11-06
1900 Wealth Management LLC
DECREASED2,303,0482,922,055-619,007-21%$149.8M$118.1M-$31.7M2026-10-13
Ocean Park Asset Management, LLC
NEW2,142,600—+2,142,600——$109.9M—2026-10-21
Norden Group LLC
INCREASED2,080,5861,098,908+981,678+89%$56.3M$106.7M+$50.4M2026-10-20
PNC Financial Services Group, Inc.
INCREASED1,230,8871,226,735+4,152+0%$62.9M$63.1M+$237.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED1,074,0381,189,608-115,570-10%$61.0M$55.1M-$5.9M2026-11-02
Independent Financial Group, LLC
INCREASED1,021,9281,003,376+18,552+2%$51.4M$52.4M+$971.6K2026-10-13
Highline Wealth Partners LLC
INCREASED834,984721,948+113,036+16%$37.0M$42.8M+$5.8M2026-10-19
Main Street Group, LTD
INCREASED820,422597,202+223,220+37%$30.6M$42.1M+$11.5M2026-10-28
Foguth Wealth Management, Llc.
INCREASED743,776231,367+512,409+221%$11.9M$38.2M+$26.4M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED729,245565,755+163,490+29%$29.0M$37.4K-$29.0M2026-11-02
Blue Trust, Inc.
INCREASED655,747451,629+204,118+45%$23.2M$33.6M+$10.5M2026-10-15
Insight Wealth Strategies, LLC
DECREASED576,138655,982-79,844-12%$33.6M$29.6M-$4.1M2026-10-09
Cooper Capital Advisors LLC
INCREASED556,594512,528+44,066+9%$26.3M$28.5M+$2.3M2026-10-29
Kestra Private Wealth Services, LLC
INCREASED506,211502,060+4,151+1%$25.7M$26.0M+$223.0K2026-11-06
Potentia Wealth
INCREASED485,989410,021+75,968+19%$21.0M$24.9M+$3.9M2026-11-09
Basso Capital Management, L.P.
DECREASED446,999493,638-46,639-9%$25.3M$22.9M-$2.4M2026-10-30
Kestra Advisory Services, LLC
INCREASED446,680387,572+59,108+15%$19.9M$23.0M+$3.1M2026-11-02
Three Cord True Wealth Management, LLC
INCREASED422,55912,743+409,816+3216%$653.3K$21.7M+$21.0M2026-11-10
Truist Financial Corp
DECREASED405,593431,092-25,499-6%$22.1M$20.8M-$1.3M2026-10-30
WealthPlan Investment Management, LLC
INCREASED401,923348,921+53,002+15%$17.9M$20.6M+$2.7M2026-10-15
AdvisorNet Financial, Inc
INCREASED356,258338,009+18,249+5%$17.3M$18.3M+$978.4K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED349,79256,235+293,557+522%$2.9M$17.9M+$15.1M2026-10-16
MGO One Seven LLC
INCREASED337,853309,063+28,790+9%$15.8M$17.3M+$1.5M2026-10-28
Addison Capital Co
INCREASED334,392323,598+10,794+3%$16.6M$17.2M+$560.1K2026-11-09
HighPoint Advisor Group LLC
NEW320,531—+320,531——$16.4M—2026-11-09
Level Four Advisory Services, LLC
INCREASED316,086267,578+48,508+18%$13.7M$16.2M+$2.5M2026-11-06
Secure Asset Management, LLC
NEW312,077—+312,077——$16.0M—2026-10-19
EverSource Wealth Advisors, LLC
INCREASED288,788271,017+17,771+7%$13.9M$14.8M+$916.9K2026-11-04
Nilsine Partners, LLC
INCREASED286,700258,269+28,431+11%$13.2M$14.7M+$1.5M2026-11-02
Apollon Wealth Management, LLC
INCREASED281,122255,183+25,939+10%$13.1M$14.4M+$1.3M2026-10-23
Silver OAK Securities, Incorporated
INCREASED275,651325+275,326+84716%$16.7K$14.2M+$14.1M2026-11-09
Community Trust & Investment Co
INCREASED263,969257,534+6,435+3%$13.2M$13.5M+$335.2K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED234,300236,899-2,599-1%$12.2M$12.0M-$138.1K2026-10-13
Atria Investments, Inc
INCREASED232,23543,916+188,319+429%$2.3M$11.9M+$9.7M2026-10-15
Inscription Capital, LLC
DECREASED207,359229,013-21,654-9%$11.7M$10.6M-$1.1M2026-11-02
Kestra Investment Management, LLC
INCREASED207,124202,779+4,345+2%$10.4M$10.6M+$226.9K2026-11-04
HighTower Advisors, LLC
DECREASED204,822301,015-96,193-32%$15.4M$10.5M-$4.9M2026-11-10
Hartford Financial Management Inc.
DECREASED197,587204,782-7,195-4%$10.5M$10.1M-$364.9K2026-10-21
Asset Allocation Strategies LLC
DECREASED177,171195,826-18,655-10%$10.0M$9.1M-$952.9K2026-10-20
Ballast Rock Private Wealth LLC
DECREASED163,793256,448-92,655-36%$13.2M$8.4M-$4.8M2026-10-26
IFP Advisors, Inc
INCREASED157,564157,200+364+0%$8.1M$8.1M+$21.8K2026-10-16
Dogwood Wealth Management LLC
NEW152,230—+152,230——$7.8M—2026-11-09
Team Financial Group, LLC
INCREASED150,98836,970+114,018+308%$1.9M$7.7M+$5.8M2026-10-30
HUB Investment Partners, LLC
INCREASED143,79623,212+120,584+519%$1.2M$7.4M+$6.2M2026-11-03
Principal Financial Group Inc
INCREASED141,351105,176+36,175+34%$5.4M$7.2M+$1.9M2026-11-02
Thrivent Financial for Lutherans
INCREASED138,842125,283+13,559+11%$6.4M$7.1K-$6.4M2026-11-05
Merit Financial Group, LLC
INCREASED137,37383,131+54,242+65%$4.3M$7.0M+$2.8M2026-11-06
Middleton & Co Inc
INCREASED128,355119,365+8,990+8%$6.1M$6.6M+$463.5K2026-10-23
Triton Wealth Management, Pllc
INCREASED121,959120,931+1,028+1%$6.2M$6.3M+$50.9K2026-11-04
Toews Corp
DECREASED118,930127,430-8,500-7%$6.5M$6.1M-$433.4K2026-11-09
WealthPLAN Partners, LLC
INCREASED113,985108,678+5,307+5%$5.6M$5.8M+$274.4K2026-10-15
Fiduciary Alliance LLC
INCREASED109,85584,787+25,068+30%$4.3M$5.6M+$1.3M2026-10-13
Bank of Montreal
DECREASED98,737449,854-351,117-78%$23.1M$5.1M-$18.0M2026-11-09
Hobart Private Capital, LLC
INCREASED97,07892,966+4,112+4%$4.8M$5.0M+$212.8K2026-10-19
Argent Trust Co
DECREASED92,58098,623-6,043-6%$5.1M$4.7M-$308.0K2026-11-09
Flagship Harbor Advisors, LLC
DECREASED90,032148,982-58,950-40%$7.6M$4.6M-$3.0M2026-10-26
Chicago Partners Investment Group LLC
NEW79,690—+79,690——$4.1M—2026-10-27
Bank of New York Mellon Corp
DECREASED75,3461,557,567-1,482,221-95%$79.9M$3.9M-$76.0M2026-11-05
HBW Advisory Services LLC
DECREASED74,77675,338-562-1%$3.9M$3.8M-$27.3K2026-10-15
USAdvisors Wealth Management, LLC
NEW72,082—+72,082——$3.7K—2026-10-21
Symphony Financial, Ltd. Co.
INCREASED64,84229,917+34,925+117%$1.5M$3.3M+$1.8M2026-10-22
K2 Financial Inc.
INCREASED63,47061,739+1,731+3%$3.2M$3.3M+$92.7K2026-10-26
Westside Investment Management, Inc.
INCREASED58,64050,062+8,578+17%$2.6M$3.0M+$441.1K2026-11-02
Breakwater Capital Group
INCREASED57,05048,283+8,767+18%$2.5M$2.9M+$450.6K2026-10-09
Great Diamond Partners, LLC
INCREASED54,90051,291+3,609+7%$2.6M$2.8M+$186.1K2026-10-13
Great Valley Advisor Group, Inc.
INCREASED53,42743,855+9,572+22%$2.2M$2.7M+$492.1K2026-11-09
Cooper Financial Group
INCREASED50,62741,734+8,893+21%$2.1M$2.6M+$457.0K2026-10-07
Collaborative Fund Advisors, LLC
NEW50,580—+50,580——$2.6M—2026-11-02
Farther Finance Advisors, LLC
INCREASED50,01436,813+13,201+36%$1.9M$2.6M+$677.7K2026-10-08
Prospera Financial Services Inc
DECREASED49,96150,083-1220%$2.6M$2.6M-$4.8K2026-11-04
RDA Financial Network
NEW48,851—+48,851——$2.5M—2026-10-15
Csenge Advisory Group
INCREASED48,29941,959+6,340+15%$2.2M$2.5M+$326.0K2026-11-04
Visionary Wealth Advisors
INCREASED48,05343,265+4,788+11%$2.2M$2.5M+$246.5K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED47,24752,650-5,403-10%$2.7M$2.4M-$276.1K2026-10-20
Security National Bank
INCREASED43,53625,504+18,032+71%$1.3M$2.2M+$925.4K2026-10-26
IAG Wealth Partners, LLC
NEW42,420—+42,420——$2.2M—2026-11-06
Redstone Wealth Management, LLC
INCREASED41,86227,496+14,366+52%$1.4M$2.1M+$737.4K2026-10-20
Able Wealth Management LLC
DECREASED41,80374,713-32,910-44%$3.8M$2.1M-$1.7M2026-10-13
Global Assets Advisory, LLC
INCREASED39,82831,867+7,961+25%$1.6M$2.0M+$409.7K2026-10-28
Nwam LLC
INCREASED39,38238,158+1,224+3%$2.0M$2.0M+$63.5K2026-11-09
Central Bank & Trust Co
INCREASED39,2897,107+32,182+453%$364.4K$2.0M+$1.7M2026-10-09
Andina Capital Management, LLC
DECREASED38,92862,689-23,761-38%$3.2M$2.0M-$1.2M2026-10-21
Geneos Wealth Management Inc.
NEW38,847—+38,847——$2.0M—2026-11-09
Lido Advisors, LLC
NEW38,408—+38,408——$2.0M—2026-11-04
Davenport & Co LLC
INCREASED37,61626,096+11,520+44%$1.3M$1.9M+$591.4K2026-10-14
Crumly & Associates Inc.
DECREASED37,17755,875-18,698-33%$2.9M$1.9M-$957.9K2026-10-07
Vise Technologies, Inc.
NEW36,833—+36,833——$1.9M—2026-10-29
Fifth Third Bancorp
INCREASED35,32026,399+8,921+34%$1.4M$1.8M+$458.1K2026-11-05
Sheets Smith Wealth Management
INCREASED35,03329,202+5,831+20%$1.5M$1.8M+$299.7K2026-10-16
Raab & Moskowitz Asset Management LLC
INCREASED34,23526,614+7,621+29%$1.4M$1.8M+$391.4K2026-11-02
Riverchase Wealth Management, LLC
INCREASED32,27531,773+502+2%$1.6M$1.7M+$26.3K2026-10-28
Ballew Advisors, Inc
INCREASED32,0004,330+27,670+639%$222.2K$1.6M+$1.4M2026-10-05
Harbour Investments, Inc.
INCREASED31,80217,358+14,444+83%$889.9K$1.6M+$741.2K2026-11-09
NWF Advisory Services Inc.
NEW31,733—+31,733——$1.6M—2026-10-19
Nuveen, LLC
NEW31,425—+31,425——$1.6M—2026-11-10
Valeo Financial Advisors, LLC
NEW30,143—+30,143——$1.5M—2026-10-08
Brookstone Capital Management
INCREASED27,9307,172+20,758+289%$367.7K$1.4M+$1.1M2026-10-22
Heritage Trust Co
UNCHANGED27,77927,77900%$1.4M$1.4M+$5552026-11-09
Savant Capital, LLC
INCREASED27,23013,972+13,258+95%$716.7K$1.4M+$679.9K2026-11-06
Wespac Advisors, LLC
INCREASED26,97126,589+382+1%$1.4M$1.4M+$20.1K2026-10-26
Koshinski Asset Management, Inc.
DECREASED26,64727,421-774-3%$1.4M$1.4M-$39.2K2026-10-29
Worth Asset Management, LLC
DECREASED25,69925,993-294-1%$1.3M$1.3M-$14.6K2026-10-07
FAI Advisors, Inc.
DECREASED24,51125,224-713-3%$1.3M$1.3M-$36.1K2026-10-27
Americana Partners, LLC
UNCHANGED22,48522,48500%$1.2M$1.2M+$4502026-10-28
Lakeshore Financial Planning, Inc.
UNCHANGED21,77021,77000%$1.1M$1.1M+$4372026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED21,73121,478+253+1%$1.1M$1.1M+$13.4K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED21,49626,277-4,781-18%$1.3M$1.1M-$244.7K2026-11-05
Collective Family Office LLC
DECREASED21,44121,511-700%$1.1M$1.1M-$3.2K2026-10-05
Perigon Wealth Management, LLC
INCREASED21,32919,950+1,379+7%$1.0M$1.1M+$71.1K2026-10-22
Optivise Advisory Services LLC
INCREASED20,24517,533+2,712+15%$898.9K$1.0M+$139.5K2026-10-19
Cypress Capital, LLC
INCREASED19,94619,802+144+1%$1.0M$1.0M+$7.8K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED19,3448,580+10,764+125%$439.9K$992.1K+$552.2K2026-10-21
KWB Wealth
INCREASED17,74015,231+2,509+16%$780.9K$909.9K+$129.0K2026-10-16
Objective Capital Management, LLC
INCREASED17,54510,445+7,100+68%$535.5K$899.9K+$364.4K2026-10-13
Mills Wealth Advisors LLC
DECREASED17,46117,666-205-1%$905.7K$895.6K-$10.2K2026-10-22
D.A. Davidson & Co.
DECREASED17,15018,450-1,300-7%$945.9K$879.6K-$66.3K2026-10-28
Integrity Alliance, Llc.
DECREASED17,14522,436-5,291-24%$1.2M$879.4K-$270.9K2026-10-29
Crestwood Advisors Group, LLC
INCREASED17,12815,687+1,441+9%$804.3K$878.5K+$74.2K2026-10-27
PKS Advisory Services, LLC
UNCHANGED16,98316,98300%$870.7K$870.7K$02026-10-26
Diversified Enterprises, LLC
INCREASED16,20310,461+5,742+55%$536.3K$831.1K+$294.7K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED15,99110,665+5,326+50%$546.8K$820.2K+$273.4K2026-11-04
Oppenheimer & Co Inc
DECREASED14,97517,401-2,426-14%$892.1K$768.1K-$124.1K2026-10-26
Total Clarity Wealth Management, Inc.
NEW14,880—+14,880——$763.2K—2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED13,45112,398+1,053+8%$635.7K$689.9K+$54.3K2026-10-14
Creative Financial Designs Inc
NEW13,413—+13,413——$688.0K—2026-11-04
Creative Planning
NEW12,302—+12,302——$631.0K—2026-11-02
R2 Capital Strategies, LLC
INCREASED12,21410,433+1,781+17%$534.9K$626.5K+$91.6K2026-10-15
United Advisor Group, LLC
INCREASED12,07511,855+220+2%$607.8K$619.3K+$11.5K2026-11-03
Stewardship Advisors, LLC
INCREASED11,34010,866+474+4%$557.1K$581.6K+$24.5K2026-10-20
Integrated Advisors Network LLC
DECREASED10,90018,681-7,781-42%$957.8K$559.1K-$398.7K2026-10-20
US Bancorp \de\
INCREASED9,8859,503+382+4%$487.2K$507.0K+$19.8K2026-11-05
KPP Advisory Services LLC
NEW9,397—+9,397——$482.0K—2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED8,8207,600+1,220+16%$389.7K$452.4K+$62.7K2026-11-03
Western Wealth Management, LLC
DECREASED8,6439,764-1,121-11%$500.6K$443.3K-$57.3K2026-11-09
Patriot Financial Group Insurance Agency, LLC
INCREASED8,4408,270+170+2%$424.0K$432.9K+$8.9K2026-10-14
Knights of Columbus Asset Advisors LLC
INCREASED7,8346,042+1,792+30%$309.8K$401.8K+$92.0K2026-11-05
Piscataqua Savings Bank
UNCHANGED7,2627,26200%$372.3K$372.5K+$1452026-10-21
Legacy Capital Wealth Partners, LLC
UNCHANGED7,2327,23200%$370.8K$370.9K+$1452026-10-21
626 Financial, LLC
NEW7,090—+7,090——$363.6K—2026-11-04
Trust Co of Oklahoma
UNCHANGED7,0337,03300%$360.6K$360.7K+$1412026-10-15
Register Financial Advisors LLC
DECREASED6,9167,274-358-5%$373.0K$354.7K-$18.2K2026-10-23
Park Avenue Securities LLC
INCREASED6,8796,805+74+1%$349.0K$353-$348.6K2026-10-26
Diversify Advisory Services, LLC
NEW6,727—+6,727——$345.8K—2026-10-20
Diversify Wealth Management, LLC
NEW6,727—+6,727——$345.8K—2026-10-20
Destiny Wealth Partners, LLC
INCREASED6,6695,307+1,362+26%$272.2K$342.3K+$70.1K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED6,4816,383+98+2%$327.2K$332.7K+$5.4K2026-11-05
Private Trust Co NA
INCREASED6,3424,068+2,274+56%$208.6K$325.3K+$116.7K2026-10-20
Fermata Advisors, LLC
UNCHANGED6,3406,34000%$325.0K$325.2K+$1262026-10-13
Silverlake Wealth Management LLC
NEW5,853—+5,853——$300.2K—2026-10-21
Regatta Capital Group, LLC
UNCHANGED5,4595,45900%$279.9K$280.0K+$1102026-10-23
Weaver Consulting Group
UNCHANGED5,2755,27500%$270.4K$270.6K+$1062026-10-07
TrustBank
NEW5,179—+5,179——$265.6K—2026-10-20
Three Seasons Wealth, LLC
DECREASED5,1425,453-311-6%$279.6K$263.7K-$15.8K2026-11-03
Lynx Investment Advisory
INCREASED4,9114,887+24+0%$250.6K$251.9K+$1.3K2026-10-27
Moneco Advisors, LLC
INCREASED4,8244,654+170+4%$238.6K$247.4K+$8.8K2026-11-05
Moors & Cabot, Inc.
NEW4,778—+4,778——$245.1K—2026-11-06
Whipplewood Advisors, LLC
DECREASED4,2675,629-1,362-24%$288.6K$218.9K-$69.7K2026-10-20
Independent Wealth Network Inc.
INCREASED4,2194,064+155+4%$208.4K$216.4K+$8.0K2026-10-19
TrueWealth Advisors, LLC
UNCHANGED4,1004,10000%$210.2K$210.3K+$822026-10-09
Schmidt P J Investment Management Inc
NEW4,051—+4,051——$207.8K—2026-11-02
Teamwork Financial Advisors, LLC
UNCHANGED3,9023,90200%$200.1K$200.1K+$782026-10-19
WPG Advisers, LLC
INCREASED3,5023,473+29+1%$178.1K$179.6K+$1.6K2026-10-27
Compass Financial Management LLC
UNCHANGED3,5003,50000%$179.6K$179.5K-$352026-10-30
Founders Financial Alliance, LLC
INCREASED3,3671,421+1,946+137%$72.9K$172.7K+$99.8K2026-11-10
GoalVest Advisory LLC
NEW2,980—+2,980——$152.8K—2026-10-02
Barclays PLC
NEW2,756—+2,756——$141.4K—2026-11-06
GK Wealth Management LLC
DECREASED2,1875,631-3,444-61%$288.7K$112.2K-$176.6K2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED2,1032,079+24+1%$106.6K$107.9K+$1.3K2026-10-27
Rossby Financial, LCC
INCREASED2,0521,588+464+29%$81.4K$105.2K+$23.8K2026-11-05
J.Safra Asset Management Corp
DECREASED1,9582,928-970-33%$150.1K$100.4K-$49.7K2026-11-03
RHL Group, LLC
INCREASED1,905421+1,484+352%$21.5K$97.7K+$76.2K2026-11-04
Contravisory Investment Management, Inc.
INCREASED1,7861,350+436+32%$69.2K$91.6K+$22.4K2026-10-13
Silver Grove Financial Group, Inc.
DECREASED1,6642,662-998-37%$136.5K$85.3K-$51.2K2026-11-05
FMR LLC
INCREASED1,609916+693+76%$47.0K$82.5K+$35.6K2026-11-10
Pinnacle Bancorp, Inc.
INCREASED1,583212+1,371+647%$10.9K$81.2K+$70.3K2026-10-21
Richards, Merrill & Peterson, Inc.
UNCHANGED1,5001,50000%$76.9K$76.9K+$302026-10-19
MidAtlantic Capital Management, Inc.
NEW1,457—+1,457——$74.7K—2026-11-05
Lanark Financial, Inc.
UNCHANGED1,0211,02100%$52.3K$52.4K+$212026-10-26
Trust Co of Vermont
NEW911—+911——$46.7K—2026-10-21
Paladin Advisory Group, LLC
UNCHANGED46746700%$23.9K$24.0K+$92026-11-09
Jacobi Capital Management LLC
NEW200—+200——$10.3K—2026-11-05
Country Trust Bank
NEW153—+153——$7.8K—2026-10-30
Bare Financial Services, Inc
NEW95—+95——$4.9K—2026-11-04
Horizon Financial Services, LLC
UNCHANGED565600%$2.9K$2.9K+$12026-11-04
Central Trust Co
NEW29—+29——$1.5K—2026-11-05
Signaturefd, LLC
NEW26—+26——$1.3K—2026-10-23
Caldwell Trust Co
UNCHANGED222200%$1.1K$1.1K$02026-10-30
Assetmark, Inc
NEW17—+17——$872—2026-10-21
Evolution Wealth Management Inc.
NEW14—+14——$718—2026-10-28
Prevail Innovative Wealth Advisors, LLC
CLOSED0101,185-101,185-100%$5.2M$0-$5.2M2026-10-20
Advisor Resource Council
CLOSED08,077-8,077-100%$414.1K$0-$414.1K2026-11-05
Golden State Wealth Management, LLC
CLOSED05,204-5,204-100%$266.8K$0-$266.8K2026-11-02
Tectonic Advisors LLC
CLOSED04,027-4,027-100%$206.5K$0-$206.5K2026-10-22
Centennial Bank
CLOSED01,641-1,641-100%$84.1K$0-$84.1K2026-11-09
Centerpoint Advisors, LLC
CLOSED01,250-1,250-100%$64.0K$0-$64.0K2026-11-05
International Assets Investment Management, LLC
CLOSED0557-557-100%$28.6K$0-$28.6K2026-11-02
Mascoma Wealth Management LLC
CLOSED0488-488-100%$25.0K$0-$25.0K2026-10-23
Prudential Financial Inc
N/A—52,490,323-52,490,323-100%$2.7B———
Allianz SE
N/A—10,604,500-10,604,500-100%$543.7M———
Bank of America Corp
N/A—9,571,417-9,571,417-100%$490.7M———
SEI Investments Co
N/A—6,345,361-6,345,361-100%$325.3M———
Morgan Stanley
N/A—5,277,776-5,277,776-100%$270.6M———
Royal Bank of Canada
N/A—4,464,507-4,464,507-100%$228.9M———
Ameriprise Financial Inc
N/A—4,325,095-4,325,095-100%$222.2M———
Jones Financial Companies Lllp
N/A—4,279,043-4,279,043-100%$220.2M———
Wells Fargo & Company
N/A—3,113,614-3,113,614-100%$159.6M———
Envestnet Asset Management Inc
N/A—1,682,303-1,682,303-100%$86.3M———
Raymond James Financial Inc
N/A—1,550,918-1,550,918-100%$79.5M———
Rockefeller Capital Management L.P.
N/A—1,431,051-1,431,051-100%$73.4M———
UBS Group AG
N/A—1,352,347-1,352,347-100%$69.3M———
Ameritas Advisory Services, LLC
N/A—937,864-937,864-100%$48.1M———
Pine Harbor Wealth Management, LLC
N/A—766,829-766,829-100%$39.3M———
Employees Retirement System of Texas
N/A—750,000-750,000-100%$38.5M———
JPMorgan Chase & Co
N/A—657,171-657,171-100%$33.8M———
Osaic Holdings, Inc.
N/A—623,331-623,331-100%$32.0M———
Steward Partners Investment Advisory, LLC
N/A—573,686-573,686-100%$29.4M———
Roehl & Yi Investment Advisors, LLC
N/A—566,344-566,344-100%$566.3K———
Cetera Investment Advisers
N/A—506,491-506,491-100%$26.0M———
Fiduciary Group, LLC
N/A—379,691-379,691-100%$19.5M———
Arax Advisory Partners
N/A—364,643-364,643-100%$18.7M———
Sanctuary Advisors, LLC
N/A—360,922-360,922-100%$18.5M———
L2 Asset Management, LLC
N/A—344,747-344,747-100%$17.7M———
WNY Asset Management, LLC
N/A—315,539-315,539-100%$16.2M———
Gotham Asset Management, LLC
N/A—257,955-257,955-100%$13.2M———
Citadel Advisors LLC
N/A—236,460-236,460-100%$12.1M———
MML Investors Services, LLC
N/A—222,440-222,440-100%$11.4M———
Tanglewood Legacy Advisors, LLC
N/A—213,996-213,996-100%$11.0M———
Natixis Advisors, LLC
N/A—212,085-212,085-100%$10.9M———
Private Advisor Group, LLC
N/A—207,404-207,404-100%$10.6M———
Beacon Pointe Advisors, LLC
N/A—176,753-176,753-100%$9.1M———
Baird Financial Group, Inc.
N/A—160,377-160,377-100%$8.2M———
Kingsview Wealth Management, LLC
N/A—158,472-158,472-100%$8.1M———
Northwestern Mutual Wealth Management Co
N/A—145,970-145,970-100%$7.5M———
Wealthedge Investment Advisors, LLC
N/A—133,363-133,363-100%$6.8M———
Stifel Financial Corp
N/A—130,996-130,996-100%$6.7M———
Indie Asset Partners, LLC
N/A—123,699-123,699-100%$6.3M———
Cerity Partners LLC
N/A—108,358-108,358-100%$5.6M———
Summit Financial, LLC
N/A—106,496-106,496-100%$5.5M———
NewEdge Advisors, LLC
N/A—104,551-104,551-100%$5.4M———
EP Wealth Advisors, LLC
N/A—97,319-97,319-100%$5.0M———
Essex Financial Services, Inc.
N/A—95,436-95,436-100%$4.9M———
Stratos Wealth Partners, Ltd.
N/A—94,644-94,644-100%$4.9M———
Stonebridge Financial Group, LLC
N/A—92,642-92,642-100%$4.8M———
Alongside, LLC
N/A—92,483-92,483-100%$4.7M———
49 Wealth Management, LLC
N/A—92,483-92,483-100%$4.7M———
First National Bank of Omaha
N/A—83,744-83,744-100%$4.3M———
Top Private Wealth Llc.
N/A—80,693-80,693-100%$4.1M———
Pallas Capital Advisors LLC
N/A—80,072-80,072-100%$4.1M———
Janney Montgomery Scott LLC
N/A—78,243-78,243-100%$4.0M———
Foster & Motley Inc
N/A—70,741-70,741-100%$3.6M———
Main Street Financial Solutions, LLC
N/A—66,410-66,410-100%$3.4M———
Entelevest, LLC
N/A—60,891-60,891-100%$3.1M———
Mariner, LLC
N/A—56,901-56,901-100%$2.9M———
Jane Street Group, LLC
N/A—56,357-56,357-100%$2.9M———
Modern Wealth Management, LLC
N/A—47,950-47,950-100%$2.5M———
Focus Partners Wealth
N/A—46,573-46,573-100%$2.4M———
Atlas Wealth LLC
N/A—44,863-44,863-100%$2.3M———
Evergreen Wealth Partners LLC
N/A—41,014-41,014-100%$2.1M———
Denver Wealth Management, Inc.
N/A—39,413-39,413-100%$2.0M———
Dakota Wealth Management
N/A—35,981-35,981-100%$1.8M———
Vident Advisory, LLC
N/A—33,155-33,155-100%$1.7M———
Equitable Holdings, Inc.
N/A—25,798-25,798-100%$1.3M———
HFG Advisors, Inc.
N/A—24,604-24,604-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—24,235-24,235-100%$1.2M———
Yarger Wealth Strategies, LLC
N/A—22,727-22,727-100%$1.2M———
AE Wealth Management LLC
N/A—20,842-20,842-100%$1.1M———
IHT Wealth Management, LLC
N/A—17,903-17,903-100%$917.9K———
Cary Street Partners Financial LLC
N/A—16,934-16,934-100%$868.2K———
MAI Capital Management
N/A—16,860-16,860-100%$864.4K———
GWN Securities Inc.
N/A—16,513-16,513-100%$846.6K———
Element Wealth, LLC
N/A—16,057-16,057-100%$823.3K———
Smith, Moore & Co.
N/A—16,051-16,051-100%$822.9K———
Insigneo Advisory Services, LLC
N/A—15,689-15,689-100%$804.4K———
Alteri Wealth LLC
N/A—15,045-15,045-100%$771.4K———
Integrated Wealth Concepts LLC
N/A—14,971-14,971-100%$767.5K———
WFA of San Diego, LLC
N/A—14,303-14,303-100%$734.7K———
Principal Securities, Inc.
N/A—13,590-13,590-100%$696.8K———
Stock Yards Bank & Trust Co
N/A—12,726-12,726-100%$652.5K———
Mpwm Advisory Solutions, LLC
N/A—12,337-12,337-100%$632.5K———
Vertex Planning Partners, LLC
N/A—11,376-11,376-100%$583.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—10,922-10,922-100%$560.0K———
World Investment Advisors
N/A—10,173-10,173-100%$520.6K———
Pasadena Private Wealth, LLC
N/A—9,650-9,650-100%$494.8K———
Global Retirement Partners, LLC
N/A—9,310-9,310-100%$477.3K———
Betterment LLC
N/A—8,648-8,648-100%$443.0K———
Stephens Inc
N/A—8,328-8,328-100%$427.0K———
Nest Investments, LLC
N/A—7,936-7,936-100%$406.9K———
Sykon Capital LLC
N/A—7,416-7,416-100%$380.2K———
Magnolia Private Wealth, LLC
N/A—7,414-7,414-100%$380.1K———
Compass Capital Corp
N/A—6,997-6,997-100%$359.4K———
Everest Private Wealth
N/A—6,944-6,944-100%$356.0K———
&partners
N/A—6,529-6,529-100%$334.7K———
BlueStem Wealth Partners, LLC
N/A—6,128-6,128-100%$314.2K———
Petra Financial Advisors Inc
N/A—5,648-5,648-100%$289.6K———
LaSalle St. Investment Advisors, LLC
N/A—5,474-5,474-100%$280.7K———
Daybright Advisory Services, Inc.
N/A—4,059-4,059-100%$208.2K———
Allied Private Wealth LLC
N/A—2,635-2,635-100%$135.3K———
Medallion Wealth Advisors, LLC
N/A—2,147-2,147-100%$110.1K———
Wellington-Altus USA Inc.
N/A—2,092-2,092-100%$107.1K———
Centaurus Financial, Inc.
N/A—2,079-2,079-100%$107.0K———
Huntington National Bank
N/A—1,705-1,705-100%$87.4K———
Fiduciary Financial Advisors
N/A—1,188-1,188-100%$60.9K———
Anchor Investment Management, LLC
N/A—1,015-1,015-100%$52.0K———
Elequin Capital, LP
N/A—1,006-1,006-100%$51.6K———
National Bank of Canada
N/A—736-736-100%$37.7K———
Synergy Investment Management, LLC
N/A—413-413-100%$21.2K———
Continuum Advisory, LLC
N/A—280-280-100%$14.4K———
Ameriflex Group, Inc.
N/A—196-196-100%$10.0K———
Bogart Wealth, LLC
N/A—124-124-100%$6.3K———
Horizon Investments, LLC
N/A—79-79-100%$4.0K———
Showing 311 of 311 institutions