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Pacer Trendpilot US Large CA (PTLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares5,884,124 from 5,795,400
Change+88,724 (+2%)
Value$350.2M (+$12.5M)
Filed 2026-11-06
CFS Investment Advisory Services, LLC
DECREASED
Shares2,017,796 from 2,031,377
Change-13,581 (-1%)
Value$122.7M (+$4.6M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares740,624 from 739,459
Change+1,165 (+0%)
Value$44.1K (-$43.0M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares540,548 from 590,351
Change-49,803 (-8%)
Value$32.2M (-$2.2M)
Filed 2026-11-02
Bullock Wealth Management Group
INCREASED
Shares537,970 from 515,072
Change+22,898 (+4%)
Value$32.1M (+$2.1M)
Filed 2026-10-09
Level Four Advisory Services, LLC
DECREASED
Shares369,488 from 375,782
Change-6,294 (-2%)
Value$22.0M (+$95.2K)
Filed 2026-11-06
MBL Wealth, LLC
INCREASED
Shares302,145 from 299,162
Change+2,983 (+1%)
Value$18.0M (+$551.5K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares300,119 from 300,081
Change+38 (+0%)
Value$17.9M (+$377.4K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares233,108 from 267,262
Change-34,154 (-13%)
Value$13.9M (-$1.7M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares215,000 from 185,922
Change+29,078 (+16%)
Value$13.0M (+$2.0M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares204,490 from 172,105
Change+32,385 (+19%)
Value$12.2M (+$2.1M)
Filed 2026-11-04
Deane Retirement Strategies, Inc.
DECREASED
Shares203,972 from 218,676
Change-14,704 (-7%)
Value$12.1M (-$597.0K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
DECREASED
Shares174,198 from 176,784
Change-2,586 (-1%)
Value$10.4M (+$67.1K)
Filed 2026-11-05
Fourpath Capital Management, LLC
INCREASED
Shares155,846 from 155,034
Change+812 (+1%)
Value$9.3M (+$242.1K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares152,160 from 142,257
Change+9,903 (+7%)
Value$9.1M (+$767.1K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
NEW
Shares150,275
Change+150,275
Value$8.9M
Filed 2026-10-26
Financial Enhancement Group LLC
DECREASED
Shares147,102 from 148,672
Change-1,570 (-1%)
Value$8.9M (+$264.5K)
Filed 2026-10-08
MY Wealth Management Inc.
DECREASED
Shares123,036 from 200,318
Change-77,282 (-39%)
Value$7.3M (-$4.3M)
Filed 2026-10-21
Creative Planning
DECREASED
Shares120,435 from 124,584
Change-4,149 (-3%)
Value$7.2M (-$91.2K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares113,725 from 117,529
Change-3,804 (-3%)
Value$6.8M (-$79.5K)
Filed 2026-11-05
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares111,020 from 109,094
Change+1,926 (+2%)
Value$6.6M (+$251.0K)
Filed 2026-10-29
GLR Partners, LLC
INCREASED
Shares99,755 from 95,119
Change+4,636 (+5%)
Value$5.9M (+$394.8K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares99,466
Change+99,466
Value$5.9M
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares92,663 from 109,708
Change-17,045 (-16%)
Value$5.5M (-$877.2K)
Filed 2026-10-19
Pacific Park Financial, Inc.
DECREASED
Shares85,260 from 87,449
Change-2,189 (-2%)
Value$5.1M (-$21.0K)
Filed 2026-10-13
Curtis Advisory Group, LLC
INCREASED
Shares82,758 from 82,068
Change+690 (+1%)
Value$4.9M (+$143.6K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares82,625 from 91,034
Change-8,409 (-9%)
Value$4.9M (-$386.6K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares77,830 from 76,668
Change+1,162 (+2%)
Value$4.6M (+$165.0K)
Filed 2026-10-14
OFC Financial Planning, LLC
INCREASED
Shares73,831 from 72,368
Change+1,463 (+2%)
Value$4.4M (+$177.5K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares72,454 from 50,974
Change+21,480 (+42%)
Value$4.3M (+$1.3M)
Filed 2026-11-04
Henderson Brothers Financial Partners, LLC
INCREASED
Shares72,023 from 71,352
Change+671 (+1%)
Value$4.3M (+$129.1K)
Filed 2026-11-03
One Degree Advisors Inc
INCREASED
Shares51,281 from 44,372
Change+6,909 (+16%)
Value$3.1M (+$539.4K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares49,601 from 58,795
Change-9,194 (-16%)
Value$2.9M (-$497.8K)
Filed 2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares47,893 from 48,722
Change-829 (-2%)
Value$2.9M (+$11.5K)
Filed 2026-10-09
Soltis Investment Advisors LLC
UNCHANGED
Shares47,433 from 47,433
Change0 (0%)
Value$2.8M (+$59.3K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares46,283 from 46,444
Change-161 (0%)
Value$2.8M (+$48.5K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares45,698 from 42,436
Change+3,262 (+8%)
Value$2.7M (+$247.2K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares43,942 from 89,661
Change-45,719 (-51%)
Value$2.6M (-$2.6M)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares42,269 from 5,261
Change+37,008 (+703%)
Value$2.5M (+$2.2M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares39,874 from 39,461
Change+413 (+1%)
Value$2.4M (+$73.9K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares38,682 from 40,965
Change-2,283 (-6%)
Value$2.3M (-$84.7K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares34,242 from 34,854
Change-612 (-2%)
Value$2.0M (+$7.1K)
Filed 2026-10-29
Kathmere Capital Management, LLC
DECREASED
Shares33,667 from 34,919
Change-1,252 (-4%)
Value$2.0M (-$30.9K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares31,588 from 31,336
Change+252 (+1%)
Value$1.9M (+$54.2K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares29,621 from 29,421
Change+200 (+1%)
Value$1.8M (+$48.7K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares28,565 from 27,650
Change+915 (+3%)
Value$1.7M (+$89.0K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares27,470 from 27,587
Change-117 (0%)
Value$1.6M (+$27.5K)
Filed 2026-11-05
WBI Investments, LLC
INCREASED
Shares27,076 from 26,702
Change+374 (+1%)
Value$1.6M (+$55.6K)
Filed 2026-11-05
ADE, LLC
DECREASED
Shares26,081 from 26,121
Change-40 (0%)
Value$1.6M (+$30.3K)
Filed 2026-10-29
Saxon Interests, Inc.
INCREASED
Shares25,878 from 21,903
Change+3,975 (+18%)
Value$1.5M (+$263.9K)
Filed 2026-10-26
Tortuga Wealth Management, Inc
DECREASED
Shares24,683 from 24,788
Change-105 (0%)
Value$1.5M (+$24.9K)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
INCREASED
Shares23,794 from 22,939
Change+855 (+4%)
Value$1.4M (+$79.6K)
Filed 2026-10-20
Beam Wealth Advisors, Inc.
DECREASED
Shares20,196 from 27,206
Change-7,010 (-26%)
Value$1.2M (-$383.2K)
Filed 2026-11-03
Sage Mountain Advisors LLC
UNCHANGED
Shares19,516 from 19,516
Change0 (0%)
Value$1.2M (+$24.4K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares19,058 from 19,058
Change0 (0%)
Value$1.1M (+$23.8K)
Filed 2026-11-06
XML Financial, LLC
INCREASED
Shares18,701 from 9,648
Change+9,053 (+94%)
Value$1.1M (+$550.8K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares18,409 from 20,072
Change-1,663 (-8%)
Value$1.1M (-$73.9K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares17,461 from 17,677
Change-216 (-1%)
Value$1.0M (+$9.2K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares17,238 from 17,136
Change+102 (+1%)
Value$1.0M (+$27.5K)
Filed 2026-10-23
Invenio Wealth Partners LLC
DECREASED
Shares16,090 from 16,509
Change-419 (-3%)
Value$957.5K (-$4.3K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares15,974 from 15,659
Change+315 (+2%)
Value$950.6K (+$38.3K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares15,893 from 18,252
Change-2,359 (-13%)
Value$945.8K (-$117.6K)
Filed 2026-10-28
Gimbal Financial
INCREASED
Shares15,250 from 11,232
Change+4,018 (+36%)
Value$907.5K (+$253.1K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares15,088 from 14,619
Change+469 (+3%)
Value$899.6K (+$49.3K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
DECREASED
Shares14,704 from 15,104
Change-400 (-3%)
Value$875.0K (-$4.9K)
Filed 2026-11-02
True North Advisors, LLC
INCREASED
Shares13,946 from 8,396
Change+5,550 (+66%)
Value$829.9K (+$340.8K)
Filed 2026-10-22
Atria Investments, Inc
DECREASED
Shares13,846 from 14,420
Change-574 (-4%)
Value$824.0K (-$16.2K)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares13,656 from 13,656
Change0 (0%)
Value$812.7K (+$17.1K)
Filed 2026-11-03
Welch Group, LLC
UNCHANGED
Shares13,613 from 13,613
Change0 (0%)
Value$810.1K (+$17.0K)
Filed 2026-10-29
Money Concepts Capital Corp
INCREASED
Shares12,614 from 11,885
Change+729 (+6%)
Value$750.7K (+$58.2K)
Filed 2026-11-06
Apollon Wealth Management, LLC
UNCHANGED
Shares12,210 from 12,210
Change0 (0%)
Value$726.6K (+$15.3K)
Filed 2026-10-23
Clark Asset Management, LLC
UNCHANGED
Shares11,633 from 11,633
Change0 (0%)
Value$692.3K (+$14.5K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares11,181 from 11,360
Change-179 (-2%)
Value$665.4K (+$3.5K)
Filed 2026-10-23
JBR Co Financial Management Inc
DECREASED
Shares11,169 from 11,381
Change-212 (-2%)
Value$649.6K (-$13.4K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED
Shares11,020 from 11,020
Change0 (0%)
Value$655.8K (+$13.8K)
Filed 2026-10-14
Legacy Trust
UNCHANGED
Shares10,903 from 10,903
Change0 (0%)
Value$643.7K (+$8.5K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares10,486 from 10,486
Change0 (0%)
Value$624.0K (+$13.1K)
Filed 2026-11-04
XY Planning Network, Inc.
DECREASED
Shares10,397 from 11,574
Change-1,177 (-10%)
Value$618.7K (-$55.6K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares10,061 from 10,061
Change0 (0%)
Value$598.7K (+$12.6K)
Filed 2026-10-14
Alchemi Wealth, LLC
UNCHANGED
Shares9,718 from 9,718
Change0 (0%)
Value$578.3K (+$12.1K)
Filed 2026-11-04
Silverlake Wealth Management LLC
DECREASED
Shares9,412 from 9,452
Change-40 (0%)
Value$560.1K (+$9.4K)
Filed 2026-10-21
Titleist Asset Management, LLC
INCREASED
Shares9,167 from 8,720
Change+447 (+5%)
Value$545.5K (+$37.5K)
Filed 2026-10-08
LexAurum Advisors, LLC
DECREASED
Shares9,020 from 9,194
Change-174 (-2%)
Value$536.8K (+$1.2K)
Filed 2026-10-19
Wedbush Securities Inc
UNCHANGED
Shares8,225 from 8,225
Change0 (0%)
Value$489 (-$478.5K)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares7,963 from 6,223
Change+1,740 (+28%)
Value$473.9K (+$111.3K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares7,901 from 5,987
Change+1,914 (+32%)
Value$466.4K (+$121.3K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares7,792 from 7,642
Change+150 (+2%)
Value$463.7K (+$18.5K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,608 from 4,150
Change+3,458 (+83%)
Value$452.8K (+$211.0K)
Filed 2026-11-03
Patten & Patten Inc
UNCHANGED
Shares7,295 from 7,295
Change0 (0%)
Value$434.1K (+$9.1K)
Filed 2026-10-26
Fortem Financial Group, LLC
UNCHANGED
Shares7,260 from 7,260
Change0 (0%)
Value$432.0K (+$9.1K)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares7,026 from 6,170
Change+856 (+14%)
Value$418.1K (+$58.6K)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
UNCHANGED
Shares6,797 from 6,797
Change0 (0%)
Value$404.5K (+$8.5K)
Filed 2026-10-14
Post Resch Tallon Group Inc.
INCREASED
Shares6,750 from 5,750
Change+1,000 (+17%)
Value$401.7K (+$66.7K)
Filed 2026-10-09
Optivise Advisory Services LLC
DECREASED
Shares6,735 from 8,013
Change-1,278 (-16%)
Value$400.8K (-$66.0K)
Filed 2026-10-19
Carnegie Lake Advisors LLC
DECREASED
Shares5,503 from 5,903
Change-400 (-7%)
Value$327.5K (-$16.4K)
Filed 2026-11-06
HMV Wealth Advisors, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$327.3K (+$6.9K)
Filed 2026-10-27
SWS Partners
UNCHANGED
Shares5,107 from 5,107
Change0 (0%)
Value$303.9K (+$6.4K)
Filed 2026-10-26
Element Pointe Advisors, LLC
UNCHANGED
Shares5,027 from 5,027
Change0 (0%)
Value$299.2K (+$6.3K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares5,001 from 5,601
Change-600 (-11%)
Value$297.6K (-$28.7K)
Filed 2026-10-30
Tompkins Financial Corp
NEW
Shares4,940
Change+4,940
Value$294.0K
Filed 2026-10-05
Allworth Financial LP
UNCHANGED
Shares4,744 from 4,744
Change0 (0%)
Value$276.4K ($0)
Filed 2026-11-06
Align Financial, LLC
UNCHANGED
Shares4,616 from 4,616
Change0 (0%)
Value$274.7K (+$5.8K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
DECREASED
Shares4,344 from 4,461
Change-117 (-3%)
Value$258.5K (-$1.4K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$251.4K (+$5.3K)
Filed 2026-10-28
BNB Wealth Management, LLC
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$250.8K (+$5.3K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares4,203
Change+4,203
Value$250.1K
Filed 2026-10-26
Quantum Financial Partners LLC
DECREASED
Shares4,185 from 4,485
Change-300 (-7%)
Value$249.1K (-$12.2K)
Filed 2026-10-19
Avion Wealth
UNCHANGED
Shares4,111 from 4,111
Change0 (0%)
Value$244 (-$238.8K)
Filed 2026-11-04
New England Private Wealth Advisors LLC
UNCHANGED
Shares4,108 from 4,108
Change0 (0%)
Value$244.5K (+$7.7K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$225.5K (+$4.7K)
Filed 2026-10-14
Bryant Woods Investment Advisors, LLC
UNCHANGED
Shares3,757 from 3,757
Change0 (0%)
Value$223.6K (+$4.7K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
DECREASED
Shares3,688 from 3,739
Change-51 (-1%)
Value$224.3K (+$6.8K)
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
NEW
Shares3,686
Change+3,686
Value$219.4K
Filed 2026-10-05
Financial Partners Group, Inc
NEW
Shares3,604
Change+3,604
Value$214.5K
Filed 2026-10-19
BCS Wealth Management
UNCHANGED
Shares3,542 from 3,542
Change0 (0%)
Value$210.8K (+$4.4K)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares3,161 from 3,161
Change0 (0%)
Value$188.1K (+$4.0K)
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares2,789
Change+2,789
Value$166.0K
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares2,293 from 2,293
Change0 (0%)
Value$136.5K (+$2.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares2,132 from 2,777
Change-645 (-23%)
Value$126.9K (-$34.9K)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$121.1K (+$2.5K)
Filed 2026-11-02
Eastern Bank
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$89.3K (+$1.9K)
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares1,313
Change+1,313
Value$78.2K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares1,121 from 1,091
Change+30 (+3%)
Value$66.7K (+$3.2K)
Filed 2026-10-29
Lanark Financial, Inc.
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$65.5K (+$1.4K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares922
Change+922
Value$54.9K
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$51.5K (+$1.1K)
Filed 2026-10-08
Burkett Financial Services, LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$44.8K (+$942)
Filed 2026-10-01
Russell Investments Group, Ltd.
NEW
Shares607
Change+607
Value$36.1K
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$33.7K (+$708)
Filed 2026-11-05
Realta Investment Advisors
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$30.2K (+$635)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$25.0K (+$525)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$23.1K (+$486)
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$20.1K (+$421)
Filed 2026-11-03
Wilkerson Advisory Group LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$19.4K (+$407)
Filed 2026-10-20
Financial Consulate, Inc
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$17.9K (+$376)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$12.4K (+$261)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$11.4K (+$256)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$9.5K (+$200)
Filed 2026-10-28
Ascentis Wealth Management, LLC
DECREASED
Shares99 from 639
Change-540 (-85%)
Value$5.9K (-$31.3K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.5K (+$93)
Filed 2026-11-02
FSA Wealth Partners, Inc.
NEW
Shares49
Change+49
Value$2.9K
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares42
Change+42
Value$2.5K
Filed 2026-10-09
Buck Wealth Strategies, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$494 (+$10)
Filed 2026-10-28
Advisor Resource Council
CLOSED
Shares0 from 20,072
Change-20,072 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 5,001
Change-5,001 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-22
Grandview Asset Management LLC
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-19
Parallel Advisors, LLC
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$47.8K)
Filed 2026-11-03
Archer Investment Corp
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 5,265,426
Change-5,265,426 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,648,977
Change-3,648,977 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,648,509
Change-2,648,509 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,327,966
Change-2,327,966 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,193,480
Change-2,193,480 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,125,510
Change-1,125,510 (-100%)
Value—
UBS Group AG
N/A
Shares— from 936,120
Change-936,120 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 749,890
Change-749,890 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 661,431
Change-661,431 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 615,809
Change-615,809 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 426,195
Change-426,195 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 350,648
Change-350,648 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 318,441
Change-318,441 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 310,265
Change-310,265 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 292,286
Change-292,286 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 217,407
Change-217,407 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 203,946
Change-203,946 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 203,909
Change-203,909 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 200,426
Change-200,426 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 163,085
Change-163,085 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 162,231
Change-162,231 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 101,551
Change-101,551 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 88,752
Change-88,752 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 79,039
Change-79,039 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 70,725
Change-70,725 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 68,647
Change-68,647 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 68,550
Change-68,550 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 62,632
Change-62,632 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 57,251
Change-57,251 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 56,632
Change-56,632 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 47,246
Change-47,246 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,794
Change-41,794 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 41,175
Change-41,175 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 40,906
Change-40,906 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 40,620
Change-40,620 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 39,617
Change-39,617 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,637
Change-38,637 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 36,357
Change-36,357 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 35,845
Change-35,845 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,188
Change-32,188 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 30,757
Change-30,757 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 27,975
Change-27,975 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 27,831
Change-27,831 (-100%)
Value—
&partners
N/A
Shares— from 26,609
Change-26,609 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 24,961
Change-24,961 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,642
Change-23,642 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,663
Change-22,663 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 21,401
Change-21,401 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,982
Change-18,982 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,830
Change-17,830 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,313
Change-17,313 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,895
Change-12,895 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,059
Change-12,059 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,564
Change-11,564 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,469
Change-11,469 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,993
Change-10,993 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,868
Change-10,868 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 10,778
Change-10,778 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,962
Change-9,962 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,664
Change-8,664 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,595
Change-8,595 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,310
Change-8,310 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,476
Change-7,476 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 244
Change-244 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Blair William & Co
N/A
Shares— from 120
Change-120 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
LPL Financial LLC
INCREASED5,884,1245,795,400+88,724+2%$337.6M$350.2M+$12.5M2026-11-06
CFS Investment Advisory Services, LLC
DECREASED2,017,7962,031,377-13,581-1%$118.1M$122.7M+$4.6M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED740,624739,459+1,165+0%$43.1M$44.1K-$43.0M2026-11-02
Commonwealth Equity Services, LLC
DECREASED540,548590,351-49,803-8%$34.4M$32.2M-$2.2M2026-11-02
Bullock Wealth Management Group
INCREASED537,970515,072+22,898+4%$30.0M$32.1M+$2.1M2026-10-09
Level Four Advisory Services, LLC
DECREASED369,488375,782-6,294-2%$21.9M$22.0M+$95.2K2026-11-06
MBL Wealth, LLC
INCREASED302,145299,162+2,983+1%$17.4M$18.0M+$551.5K2026-10-22
Kestra Advisory Services, LLC
INCREASED300,119300,081+38+0%$17.5M$17.9M+$377.4K2026-11-02
Merit Financial Group, LLC
DECREASED233,108267,262-34,154-13%$15.6M$13.9M-$1.7M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED215,000185,922+29,078+16%$10.9M$13.0M+$2.0M2026-10-13
AlphaCore Capital LLC
INCREASED204,490172,105+32,385+19%$10.0M$12.2M+$2.1M2026-11-04
Deane Retirement Strategies, Inc.
DECREASED203,972218,676-14,704-7%$12.7M$12.1M-$597.0K2026-10-09
J.W. Cole Advisors, Inc.
DECREASED174,198176,784-2,586-1%$10.3M$10.4M+$67.1K2026-11-05
Fourpath Capital Management, LLC
INCREASED155,846155,034+812+1%$9.0M$9.3M+$242.1K2026-10-19
PFG Advisors
INCREASED152,160142,257+9,903+7%$8.3M$9.1M+$767.1K2026-10-16
Ashton Thomas Securities, LLC
NEW150,275—+150,275——$8.9M—2026-10-26
Financial Enhancement Group LLC
DECREASED147,102148,672-1,570-1%$8.7M$8.9M+$264.5K2026-10-08
MY Wealth Management Inc.
DECREASED123,036200,318-77,282-39%$11.7M$7.3M-$4.3M2026-10-21
Creative Planning
DECREASED120,435124,584-4,149-3%$7.3M$7.2M-$91.2K2026-11-02
Moneco Advisors, LLC
DECREASED113,725117,529-3,804-3%$6.8M$6.8M-$79.5K2026-11-05
Gaddis Premier Wealth Advisors LLC
INCREASED111,020109,094+1,926+2%$6.4M$6.6M+$251.0K2026-10-29
GLR Partners, LLC
INCREASED99,75595,119+4,636+5%$5.5M$5.9M+$394.8K2026-11-04
Ascentis Independent Advisors
NEW99,466—+99,466——$5.9M—2026-11-03
Retirement Planning Group, LLC
DECREASED92,663109,708-17,045-16%$6.4M$5.5M-$877.2K2026-10-19
Pacific Park Financial, Inc.
DECREASED85,26087,449-2,189-2%$5.1M$5.1M-$21.0K2026-10-13
Curtis Advisory Group, LLC
INCREASED82,75882,068+690+1%$4.8M$4.9M+$143.6K2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED82,62591,034-8,409-9%$5.3M$4.9M-$386.6K2026-11-04
Davenport & Co LLC
INCREASED77,83076,668+1,162+2%$4.5M$4.6M+$165.0K2026-10-14
OFC Financial Planning, LLC
INCREASED73,83172,368+1,463+2%$4.2M$4.4M+$177.5K2026-11-06
Citigroup Inc
INCREASED72,45450,974+21,480+42%$3.0M$4.3M+$1.3M2026-11-04
Henderson Brothers Financial Partners, LLC
INCREASED72,02371,352+671+1%$4.2M$4.3M+$129.1K2026-11-03
One Degree Advisors Inc
INCREASED51,28144,372+6,909+16%$2.6M$3.1M+$539.4K2026-11-06
Prospera Financial Services Inc
DECREASED49,60158,795-9,194-16%$3.4M$2.9M-$497.8K2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
DECREASED47,89348,722-829-2%$2.8M$2.9M+$11.5K2026-10-09
Soltis Investment Advisors LLC
UNCHANGED47,43347,43300%$2.8M$2.8M+$59.3K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED46,28346,444-1610%$2.7M$2.8M+$48.5K2026-10-30
Creative Financial Designs Inc
INCREASED45,69842,436+3,262+8%$2.5M$2.7M+$247.2K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED43,94289,661-45,719-51%$5.2M$2.6M-$2.6M2026-10-16
Bank of New York Mellon Corp
INCREASED42,2695,261+37,008+703%$306.5K$2.5M+$2.2M2026-11-05
Mather Group, Llc.
INCREASED39,87439,461+413+1%$2.3M$2.4M+$73.9K2026-10-14
Central Trust Co
DECREASED38,68240,965-2,283-6%$2.4M$2.3M-$84.7K2026-11-05
Integrity Alliance, Llc.
DECREASED34,24234,854-612-2%$2.0M$2.0M+$7.1K2026-10-29
Kathmere Capital Management, LLC
DECREASED33,66734,919-1,252-4%$2.0M$2.0M-$30.9K2026-10-20
IFP Advisors, Inc
INCREASED31,58831,336+252+1%$1.8M$1.9M+$54.2K2026-10-16
Private Trust Co NA
INCREASED29,62129,421+200+1%$1.7M$1.8M+$48.7K2026-10-20
Oppenheimer & Co Inc
INCREASED28,56527,650+915+3%$1.6M$1.7M+$89.0K2026-10-26
Fifth Third Bancorp
DECREASED27,47027,587-1170%$1.6M$1.6M+$27.5K2026-11-05
WBI Investments, LLC
INCREASED27,07626,702+374+1%$1.6M$1.6M+$55.6K2026-11-05
ADE, LLC
DECREASED26,08126,121-400%$1.5M$1.6M+$30.3K2026-10-29
Saxon Interests, Inc.
INCREASED25,87821,903+3,975+18%$1.3M$1.5M+$263.9K2026-10-26
Tortuga Wealth Management, Inc
DECREASED24,68324,788-1050%$1.4M$1.5M+$24.9K2026-10-27
Tcfg Investment Advisors, LLC
INCREASED23,79422,939+855+4%$1.3M$1.4M+$79.6K2026-10-20
Beam Wealth Advisors, Inc.
DECREASED20,19627,206-7,010-26%$1.6M$1.2M-$383.2K2026-11-03
Sage Mountain Advisors LLC
UNCHANGED19,51619,51600%$1.1M$1.2M+$24.4K2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED19,05819,05800%$1.1M$1.1M+$23.8K2026-11-06
XML Financial, LLC
INCREASED18,7019,648+9,053+94%$562.1K$1.1M+$550.8K2026-10-29
Truist Financial Corp
DECREASED18,40920,072-1,663-8%$1.2M$1.1M-$73.9K2026-10-30
Kestra Private Wealth Services, LLC
DECREASED17,46117,677-216-1%$1.0M$1.0M+$9.2K2026-11-06
Sigma Planning Corp
INCREASED17,23817,136+102+1%$998.4K$1.0M+$27.5K2026-10-23
Invenio Wealth Partners LLC
DECREASED16,09016,509-419-3%$961.8K$957.5K-$4.3K2026-10-20
Independent Financial Group, LLC
INCREASED15,97415,659+315+2%$912.3K$950.6K+$38.3K2026-10-13
D.A. Davidson & Co.
DECREASED15,89318,252-2,359-13%$1.1M$945.8K-$117.6K2026-10-28
Gimbal Financial
INCREASED15,25011,232+4,018+36%$654.4K$907.5K+$253.1K2026-10-19
International Assets Investment Management, LLC
INCREASED15,08814,619+469+3%$850.3K$899.6K+$49.3K2026-11-02
Schmidt P J Investment Management Inc
DECREASED14,70415,104-400-3%$879.9K$875.0K-$4.9K2026-11-02
True North Advisors, LLC
INCREASED13,9468,396+5,550+66%$489.2K$829.9K+$340.8K2026-10-22
Atria Investments, Inc
DECREASED13,84614,420-574-4%$840.1K$824.0K-$16.2K2026-10-15
American Institute for Advanced Investment Management, LLP
UNCHANGED13,65613,65600%$795.6K$812.7K+$17.1K2026-11-03
Welch Group, LLC
UNCHANGED13,61313,61300%$793.1K$810.1K+$17.0K2026-10-29
Money Concepts Capital Corp
INCREASED12,61411,885+729+6%$692.4K$750.7K+$58.2K2026-11-06
Apollon Wealth Management, LLC
UNCHANGED12,21012,21000%$711.4K$726.6K+$15.3K2026-10-23
Clark Asset Management, LLC
UNCHANGED11,63311,63300%$677.7K$692.3K+$14.5K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED11,18111,360-179-2%$661.8K$665.4K+$3.5K2026-10-23
JBR Co Financial Management Inc
DECREASED11,16911,381-212-2%$663.1K$649.6K-$13.4K2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED11,02011,02000%$642.0K$655.8K+$13.8K2026-10-14
Legacy Trust
UNCHANGED10,90310,90300%$635.2K$643.7K+$8.5K2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED10,48610,48600%$610.9K$624.0K+$13.1K2026-11-04
XY Planning Network, Inc.
DECREASED10,39711,574-1,177-10%$674.3K$618.7K-$55.6K2026-10-14
Patriot Financial Group Insurance Agency, LLC
UNCHANGED10,06110,06100%$586.2K$598.7K+$12.6K2026-10-14
Alchemi Wealth, LLC
UNCHANGED9,7189,71800%$566.2K$578.3K+$12.1K2026-11-04
Silverlake Wealth Management LLC
DECREASED9,4129,452-400%$550.7K$560.1K+$9.4K2026-10-21
Titleist Asset Management, LLC
INCREASED9,1678,720+447+5%$508.0K$545.5K+$37.5K2026-10-08
LexAurum Advisors, LLC
DECREASED9,0209,194-174-2%$535.6K$536.8K+$1.2K2026-10-19
Wedbush Securities Inc
UNCHANGED8,2258,22500%$479.0K$489-$478.5K2026-10-22
Keybank National Association
INCREASED7,9636,223+1,740+28%$362.6K$473.9K+$111.3K2026-11-04
StoneX Group Inc.
INCREASED7,9015,987+1,914+32%$345.1K$466.4K+$121.3K2026-11-03
Assetmark, Inc
INCREASED7,7927,642+150+2%$445.2K$463.7K+$18.5K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED7,6084,150+3,458+83%$241.8K$452.8K+$211.0K2026-11-03
Patten & Patten Inc
UNCHANGED7,2957,29500%$425.0K$434.1K+$9.1K2026-10-26
Fortem Financial Group, LLC
UNCHANGED7,2607,26000%$423.0K$432.0K+$9.1K2026-10-20
HBW Advisory Services LLC
INCREASED7,0266,170+856+14%$359.5K$418.1K+$58.6K2026-10-15
Redhawk Wealth Advisors, Inc.
UNCHANGED6,7976,79700%$396.0K$404.5K+$8.5K2026-10-14
Post Resch Tallon Group Inc.
INCREASED6,7505,750+1,000+17%$335.0K$401.7K+$66.7K2026-10-09
Optivise Advisory Services LLC
DECREASED6,7358,013-1,278-16%$466.8K$400.8K-$66.0K2026-10-19
Carnegie Lake Advisors LLC
DECREASED5,5035,903-400-7%$343.9K$327.5K-$16.4K2026-11-06
HMV Wealth Advisors, LLC
UNCHANGED5,5005,50000%$320.4K$327.3K+$6.9K2026-10-27
SWS Partners
UNCHANGED5,1075,10700%$297.6K$303.9K+$6.4K2026-10-26
Element Pointe Advisors, LLC
UNCHANGED5,0275,02700%$292.9K$299.2K+$6.3K2026-10-21
Spire Wealth Management
DECREASED5,0015,601-600-11%$326.3K$297.6K-$28.7K2026-10-30
Tompkins Financial Corp
NEW4,940—+4,940——$294.0K—2026-10-05
Allworth Financial LP
UNCHANGED4,7444,74400%$276.4K$276.4K$02026-11-06
Align Financial, LLC
UNCHANGED4,6164,61600%$268.9K$274.7K+$5.8K2026-10-16
Mascagni Wealth Management, Inc.
DECREASED4,3444,461-117-3%$259.9K$258.5K-$1.4K2026-10-23
Heritage Wealth Management, Inc.
UNCHANGED4,2254,22500%$246.1K$251.4K+$5.3K2026-10-28
BNB Wealth Management, LLC
UNCHANGED4,2154,21500%$245.6K$250.8K+$5.3K2026-10-28
Leo Wealth, LLC
NEW4,203—+4,203——$250.1K—2026-10-26
Quantum Financial Partners LLC
DECREASED4,1854,485-300-7%$261.3K$249.1K-$12.2K2026-10-19
Avion Wealth
UNCHANGED4,1114,11100%$239.0K$244-$238.8K2026-11-04
New England Private Wealth Advisors LLC
UNCHANGED4,1084,10800%$236.7K$244.5K+$7.7K2026-10-19
Tempus Wealth Planning, LLC
UNCHANGED3,7903,79000%$220.8K$225.5K+$4.7K2026-10-14
Bryant Woods Investment Advisors, LLC
UNCHANGED3,7573,75700%$218.9K$223.6K+$4.7K2026-10-26
Castle Rock Wealth Management, LLC
DECREASED3,6883,739-51-1%$217.5K$224.3K+$6.8K2026-10-09
MassMutual Private Wealth & Trust, FSB
NEW3,686—+3,686——$219.4K—2026-10-05
Financial Partners Group, Inc
NEW3,604—+3,604——$214.5K—2026-10-19
BCS Wealth Management
UNCHANGED3,5423,54200%$206.4K$210.8K+$4.4K2026-11-03
First Horizon Corp
UNCHANGED3,1613,16100%$184.2K$188.1K+$4.0K2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW2,789—+2,789——$166.0K—2026-10-14
Golden State Wealth Management, LLC
UNCHANGED2,2932,29300%$133.6K$136.5K+$2.9K2026-11-02
Farther Finance Advisors, LLC
DECREASED2,1322,777-645-23%$161.8K$126.9K-$34.9K2026-10-08
Westside Investment Management, Inc.
UNCHANGED2,0342,03400%$118.5K$121.1K+$2.5K2026-11-02
Eastern Bank
UNCHANGED1,5001,50000%$87.4K$89.3K+$1.9K2026-10-05
Latitude Advisors, LLC
NEW1,313—+1,313——$78.2K—2026-10-27
Signature Equity Partners, LLC
INCREASED1,1211,091+30+3%$63.6K$66.7K+$3.2K2026-10-29
Lanark Financial, Inc.
UNCHANGED1,1011,10100%$64.1K$65.5K+$1.4K2026-10-26
Root Financial Partners, LLC
NEW922—+922——$54.9K—2026-10-21
CoreCap Advisors, LLC
UNCHANGED86686600%$50.5K$51.5K+$1.1K2026-10-08
Burkett Financial Services, LLC
UNCHANGED75375300%$43.9K$44.8K+$9422026-10-01
Russell Investments Group, Ltd.
NEW607—+607——$36.1K—2026-11-06
Larson Financial Group LLC
UNCHANGED56656600%$33.0K$33.7K+$7082026-11-05
Realta Investment Advisors
UNCHANGED50850800%$29.6K$30.2K+$6352026-10-14
Caldwell Trust Co
UNCHANGED42042000%$24.5K$25.0K+$5252026-10-30
Nfsg Corp
UNCHANGED38838800%$22.6K$23.1K+$4862026-10-15
Asset Dedication, LLC
UNCHANGED33733700%$19.6K$20.1K+$4212026-11-03
Wilkerson Advisory Group LLC
UNCHANGED32632600%$19.0K$19.4K+$4072026-10-20
Financial Consulate, Inc
UNCHANGED30130100%$17.5K$17.9K+$3762026-10-23
Wolff Wiese Magana LLC
UNCHANGED20920900%$12.2K$12.4K+$2612026-10-15
Salomon & Ludwin, LLC
UNCHANGED19119100%$11.1K$11.4K+$2562026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED16016000%$9.3K$9.5K+$2002026-10-28
Ascentis Wealth Management, LLC
DECREASED99639-540-85%$37.2K$5.9K-$31.3K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED757500%$4.4K$4.5K+$932026-11-02
FSA Wealth Partners, Inc.
NEW49—+49——$2.9K—2026-10-26
GK Wealth Management LLC
NEW42—+42——$2.5K—2026-10-09
Buck Wealth Strategies, LLC
UNCHANGED8800%$484$494+$102026-10-28
Advisor Resource Council
CLOSED020,072-20,072-100%$1.2M$0-$1.2M2026-11-05
Insight Advisors, LLC/ PA
CLOSED05,001-5,001-100%$291.4K$0-$291.4K2026-10-22
Grandview Asset Management LLC
CLOSED03,500-3,500-100%$203.9K$0-$203.9K2026-10-19
Parallel Advisors, LLC
CLOSED0821-821-100%$47.8K$0-$47.8K2026-11-03
Archer Investment Corp
CLOSED0220-220-100%$12.8K$0-$12.8K2026-11-05
Bank of America Corp
N/A—5,265,426-5,265,426-100%$306.8M———
Morgan Stanley
N/A—3,648,977-3,648,977-100%$212.6M———
Sfmg, LLC
N/A—2,648,509-2,648,509-100%$154.3M———
Raymond James Financial Inc
N/A—2,327,966-2,327,966-100%$135.6M———
Wells Fargo & Company
N/A—2,193,480-2,193,480-100%$127.8M———
Cetera Investment Advisers
N/A—1,125,510-1,125,510-100%$65.6M———
UBS Group AG
N/A—936,120-936,120-100%$54.5M———
Osaic Holdings, Inc.
N/A—749,890-749,890-100%$43.7M———
Envestnet Asset Management Inc
N/A—661,431-661,431-100%$38.5M———
Royal Bank of Canada
N/A—615,809-615,809-100%$35.9M———
Stifel Financial Corp
N/A—426,195-426,195-100%$24.8M———
MML Investors Services, LLC
N/A—350,648-350,648-100%$20.4M———
NewEdge Advisors, LLC
N/A—318,441-318,441-100%$18.6M———
Geneos Wealth Management Inc.
N/A—310,265-310,265-100%$18.1M———
Tyche Wealth Partners LLC
N/A—292,286-292,286-100%$17.0M———
Pacer Advisors, Inc.
N/A—217,407-217,407-100%$12.7M———
Meridian Wealth Advisors, LLC
N/A—203,946-203,946-100%$11.9M———
Northwestern Mutual Wealth Management Co
N/A—203,909-203,909-100%$11.9M———
Private Advisor Group, LLC
N/A—200,426-200,426-100%$11.7M———
Steward Partners Investment Advisory, LLC
N/A—163,085-163,085-100%$9.5M———
Rockefeller Capital Management L.P.
N/A—162,231-162,231-100%$9.5M———
HighTower Advisors, LLC
N/A—101,551-101,551-100%$5.9M———
Sanctuary Advisors, LLC
N/A—88,752-88,752-100%$5.2M———
Forefront Wealth Partners, LLC
N/A—79,039-79,039-100%$4.6M———
Ameriprise Financial Inc
N/A—70,725-70,725-100%$4.1M———
Magnolia Capital Advisors LLC
N/A—68,647-68,647-100%$4.0M———
Aft, Forsyth & Sober, LLC
N/A—68,550-68,550-100%$3.6M———
Vienna Asset Management LLC
N/A—62,632-62,632-100%$3.6M———
Janney Montgomery Scott LLC
N/A—57,251-57,251-100%$3.3M———
Global Retirement Partners, LLC
N/A—56,632-56,632-100%$3.3M———
Summit Financial, LLC
N/A—47,246-47,246-100%$2.8M———
Susquehanna International Group, LLP
N/A—41,794-41,794-100%$2.4M———
Crux Wealth Advisors
N/A—41,175-41,175-100%$2.4M———
Regatta Research & Money Management
N/A—40,906-40,906-100%$2.4M———
Oder Investment Management, LLC
N/A—40,620-40,620-100%$2.4M———
Stratos Wealth Partners, Ltd.
N/A—39,617-39,617-100%$2.3M———
Goldman Sachs Group Inc
N/A—38,637-38,637-100%$2.3M———
Western Wealth Management, LLC
N/A—36,357-36,357-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—35,845-35,845-100%$2.1M———
Harbour Investments, Inc.
N/A—32,188-32,188-100%$1.9M———
WealthShield Partners, LLC
N/A—30,757-30,757-100%$1.8M———
Perennial Investment Advisors, LLC
N/A—27,975-27,975-100%$1.6M———
Jones Financial Companies Lllp
N/A—27,831-27,831-100%$1.6M———
&partners
N/A—26,609-26,609-100%$1.6M———
Camarda Financial Advisors, LLC
N/A—24,961-24,961-100%$1.5M———
HRT Financial LP
N/A—23,642-23,642-100%$1.4M———
BFC Planning, Inc.
N/A—22,663-22,663-100%$1.3M———
Strategic Financial Partners, Ltd.
N/A—21,401-21,401-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—18,982-18,982-100%$1.1M———
Equitable Holdings, Inc.
N/A—18,422-18,422-100%$1.1M———
Advisory Services Network, LLC
N/A—17,830-17,830-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—17,313-17,313-100%$1.0M———
WCG Wealth Advisors LLC
N/A—16,349-16,349-100%$952.5K———
Arax Advisory Partners
N/A—12,895-12,895-100%$751.3K———
FMR LLC
N/A—12,059-12,059-100%$702.6K———
GeoWealth Management, LLC
N/A—11,777-11,777-100%$686.1K———
Bank of Montreal
N/A—11,564-11,564-100%$673.7K———
Flow Traders U.S. LLC
N/A—11,469-11,469-100%$668.0K———
World Investment Advisors
N/A—11,465-11,465-100%$601.4K———
Precision Wealth Strategies, LLC
N/A—11,067-11,067-100%$644.8K———
Northern Trust Corp
N/A—10,993-10,993-100%$640.5K———
Insigneo Advisory Services, LLC
N/A—10,868-10,868-100%$633.2K———
Hyundai Investments Co., Ltd.
N/A—10,806-10,806-100%$624.5K———
Capital & Planning, LLC
N/A—10,778-10,778-100%$627.9K———
Keating Financial Advisory Services, Inc.
N/A—10,242-10,242-100%$596.7K———
Pinnacle Financial Partners, Inc.
N/A—9,962-9,962-100%$580.4K———
Gladstone Institutional Advisory LLC
N/A—9,298-9,298-100%$541.7K———
Proactive Wealth Strategies LLC
N/A—8,664-8,664-100%$504.7K———
Baird Financial Group, Inc.
N/A—8,595-8,595-100%$500.7K———
Mayflower Financial Advisors, LLC
N/A—8,310-8,310-100%$484.1K———
Jane Street Group, LLC
N/A—7,476-7,476-100%$435.6K———
Thoroughbred Financial Services, LLC
N/A—6,823-6,823-100%$397.0K———
Kiley Juergens Wealth Management, LLC
N/A—6,543-6,543-100%$381.2K———
Gambit Capital Management, LLC
N/A—6,359-6,359-100%$370.5K———
Belpointe Asset Management LLC
N/A—6,313-6,313-100%$367.8K———
Maridea Wealth Management LLC
N/A—6,279-6,279-100%$365.8K———
IHT Wealth Management, LLC
N/A—6,222-6,222-100%$362.5K———
Sykon Capital LLC
N/A—6,193-6,193-100%$360.8K———
Ausdal Financial Partners, Inc.
N/A—6,133-6,133-100%$357.3K———
Sovereign Financial Group, Inc.
N/A—5,536-5,536-100%$322.5K———
Ameriflex Group, Inc.
N/A—5,446-5,446-100%$317.3K———
Beacon Pointe Advisors, LLC
N/A—5,375-5,375-100%$313.1K———
WNY Asset Management, LLC
N/A—5,224-5,224-100%$304.4K———
Kinloch Capital, LLC
N/A—5,125-5,125-100%$298.6K———
Wealthspire Retirement, LLC
N/A—5,053-5,053-100%$294.4K———
BlackRock, Inc.
N/A—5,003-5,003-100%$291.5K———
Mercer Global Advisors Inc
N/A—4,843-4,843-100%$282.2K———
Ankerstar Wealth, LLC
N/A—4,549-4,549-100%$265.0K———
CIBC Bancorp USA Inc.
N/A—4,543-4,543-100%$264.7K———
Inspire Advisors, LLC
N/A—4,181-4,181-100%$243.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—4,168-4,168-100%$242.8K———
Focus Partners Wealth
N/A—3,854-3,854-100%$224.5K———
Resurgent Financial Advisors LLC
N/A—3,491-3,491-100%$203.4K———
Huntington National Bank
N/A—2,900-2,900-100%$169.0K———
Pursuit Wealth Strategies, LLC
N/A—2,621-2,621-100%$152.7K———
JPMorgan Chase & Co
N/A—2,526-2,526-100%$146.0K———
1 North Wealth Services LLC
N/A—2,205-2,205-100%$128.5K———
AE Wealth Management LLC
N/A—2,136-2,136-100%$124.4K———
Twin Lakes Capital Management, LLC
N/A—1,291-1,291-100%$75.2K———
IFG Advisory, LLC
N/A—1,208-1,208-100%$70.4K———
Operose Advisors LLC
N/A—1,207-1,207-100%$70.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,116-1,116-100%$65.0K———
Ancora Advisors LLCA
N/A—1,048-1,048-100%$61.1K———
Colonial Trust Co / SC
N/A—854-854-100%$49.4K———
Sankala Group LLC
N/A—826-826-100%$49.4K———
Aptus Capital Advisors, LLC
N/A—489-489-100%$28.5K———
O'shaughnessy Asset Management, LLC
N/A—417-417-100%$24.3K———
Providence Capital Advisors, LLC
N/A—323-323-100%$18.8K———
LRI Investments, LLC
N/A—300-300-100%$17.5K———
Dunhill Financial, LLC
N/A—262-262-100%$15.3K———
Vanguard Advisers Inc
N/A—244-244-100%$14.2K———
CVA Family Office, LLC
N/A—159-159-100%$9.3K———
Blair William & Co
N/A—120-120-100%$7.0K———
Tower Research Capital LLC (TRC)
N/A—25-25-100%$1.5K———
Showing 262 of 262 institutions