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Pacer Global Cash Cows Divid (GCOW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares835,813 from 916,962
Change-81,149 (-9%)
Value$37.4K (-$39.7M)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
NEW
Shares364,849
Change+364,849
Value$16.3M
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares363,551 from 374,953
Change-11,402 (-3%)
Value$16.3M (+$33.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares275,595 from 212,686
Change+62,909 (+30%)
Value$12.3M (+$3.1M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares247,000
Change+247,000
Value$11.0M
Filed 2026-10-29
HBW Advisory Services LLC
INCREASED
Shares226,029 from 196,919
Change+29,110 (+15%)
Value$10.1M (+$1.6M)
Filed 2026-10-15
Financial Management Network Inc
DECREASED
Shares202,260 from 209,579
Change-7,319 (-3%)
Value$9.0M (-$451.3K)
Filed 2026-10-09
Lighthouse Wealth Management Inc.
INCREASED
Shares193,965 from 190,575
Change+3,390 (+2%)
Value$8.7M (+$428.0K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares184,519 from 179,097
Change+5,422 (+3%)
Value$8.3M (+$502.3K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares171,364 from 165,860
Change+5,504 (+3%)
Value$7.7M (+$486.8K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares164,529 from 158,325
Change+6,204 (+4%)
Value$7.4M (+$507.2K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares135,401 from 121,880
Change+13,521 (+11%)
Value$6.1M (+$781.8K)
Filed 2026-10-26
Colonial River Investments, LLC
INCREASED
Shares129,283 from 107,231
Change+22,052 (+21%)
Value$5.8M (+$1.1M)
Filed 2026-10-19
VestGen Advisors, LLC
INCREASED
Shares110,206 from 107,742
Change+2,464 (+2%)
Value$4.9M (+$266.5K)
Filed 2026-10-27
Copper Harbor Investment Advisors, LLC
INCREASED
Shares102,319 from 101,416
Change+903 (+1%)
Value$4.6M (+$187.5K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares99,278 from 103,595
Change-4,317 (-4%)
Value$4.4M (-$43.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares97,417 from 90,273
Change+7,144 (+8%)
Value$4.4M (+$450.6K)
Filed 2026-10-16
International Assets Investment Management, LLC
INCREASED
Shares95,789 from 92,570
Change+3,219 (+3%)
Value$4.3M (+$276.4K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares83,206 from 76,021
Change+7,185 (+9%)
Value$3.7M (+$431.8K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
INCREASED
Shares83,198 from 80,510
Change+2,688 (+3%)
Value$3.7M (+$237.0K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares75,998 from 76,130
Change-132 (0%)
Value$3.4M (+$104.5K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares75,232 from 77,506
Change-2,274 (-3%)
Value$3.4M (-$22.0K)
Filed 2026-10-13
MY Wealth Management Inc.
DECREASED
Shares74,227 from 76,174
Change-1,947 (-3%)
Value$3.3M (+$23.3K)
Filed 2026-10-21
Fermata Advisors, LLC
DECREASED
Shares68,725 from 72,631
Change-3,906 (-5%)
Value$3.1M (-$69.5K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares59,222 from 64,660
Change-5,438 (-8%)
Value$2.7M (-$149.6K)
Filed 2026-11-04
Investment Partners Asset Management, Inc.
INCREASED
Shares47,321 from 45,261
Change+2,060 (+5%)
Value$2.1M (+$157.8K)
Filed 2026-10-09
Soltis Investment Advisors LLC
NEW
Shares45,324
Change+45,324
Value$2.0M
Filed 2026-10-28
True Private Wealth Advisors
INCREASED
Shares44,305 from 41,224
Change+3,081 (+7%)
Value$2.0M (+$197.7K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares43,725 from 40,944
Change+2,781 (+7%)
Value$2.0M (+$183.8K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares42,051 from 43,360
Change-1,309 (-3%)
Value$1.9M (+$4.3K)
Filed 2026-10-28
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares38,762 from 39,117
Change-355 (-1%)
Value$1.7M (+$40.8K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares38,443 from 40,268
Change-1,825 (-5%)
Value$1.7M (-$23.3K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
DECREASED
Shares36,268 from 37,975
Change-1,707 (-4%)
Value$1.6M (-$21.3K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares35,404 from 34,641
Change+763 (+2%)
Value$1.6M (+$84.4K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares33,796 from 30,441
Change+3,355 (+11%)
Value$1.5M (+$194.3K)
Filed 2026-10-21
BCS Wealth Management
DECREASED
Shares33,375 from 33,403
Change-28 (0%)
Value$1.5M (+$47.2K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares32,152 from 27,508
Change+4,644 (+17%)
Value$1.5M (+$336.2K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares31,758 from 32,043
Change-285 (-1%)
Value$1.4K (-$1.4M)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares31,473 from 30,341
Change+1,132 (+4%)
Value$1.4M (+$94.6K)
Filed 2026-11-03
Aviance Capital Partners, LLC
DECREASED
Shares30,544 from 30,810
Change-266 (-1%)
Value$1.4M (+$32.8K)
Filed 2026-10-29
JBR Co Financial Management Inc
UNCHANGED
Shares30,332 from 30,332
Change0 (0%)
Value$1.3M (-$8.5K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares28,216 from 44,032
Change-15,816 (-36%)
Value$1.3M (-$643.9K)
Filed 2026-10-15
Commerce Advisors, LLC
DECREASED
Shares27,000 from 27,794
Change-794 (-3%)
Value$1.2M (+$4.7K)
Filed 2026-10-19
MMA Asset Management LLC
DECREASED
Shares26,745 from 29,981
Change-3,236 (-11%)
Value$1.2M (-$101.3K)
Filed 2026-11-02
Independent Wealth Network Inc.
DECREASED
Shares26,395 from 26,675
Change-280 (-1%)
Value$1.2M (+$26.2K)
Filed 2026-10-19
Novem Group
DECREASED
Shares23,747 from 29,729
Change-5,982 (-20%)
Value$1.1M (-$224.6K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
INCREASED
Shares22,742 from 22,688
Change+54 (+0%)
Value$1.0M (+$35.4K)
Filed 2026-10-26
Schmidt P J Investment Management Inc
INCREASED
Shares22,697 from 21,947
Change+750 (+3%)
Value$1.0M (+$65.4K)
Filed 2026-11-02
Kraematon Investment Advisors, Inc
INCREASED
Shares20,411 from 19,835
Change+576 (+3%)
Value$913.4K (+$54.5K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares20,048 from 18,688
Change+1,360 (+7%)
Value$897.2K (+$88.0K)
Filed 2026-10-26
Cosner Financial Group, LLC
DECREASED
Shares19,606 from 19,869
Change-263 (-1%)
Value$877.4K (+$17.0K)
Filed 2026-11-03
Diversify Wealth Management, LLC
UNCHANGED
Shares18,211 from 18,211
Change0 (0%)
Value$845.5K (+$17.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares18,211 from 18,211
Change0 (0%)
Value$845.5K (+$17.1K)
Filed 2026-10-20
Sharkey, Howes & Javer
UNCHANGED
Shares17,801 from 17,801
Change0 (0%)
Value$796.6K (+$25.8K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares17,693 from 16,420
Change+1,273 (+8%)
Value$791.8K (+$80.8K)
Filed 2026-11-02
Braeburn Wealth Management LLC
NEW
Shares17,580
Change+17,580
Value$786.7K
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares17,368 from 19,252
Change-1,884 (-10%)
Value$777.2K (-$56.4K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
INCREASED
Shares16,983 from 16,708
Change+275 (+2%)
Value$760.0K (+$36.5K)
Filed 2026-10-20
1834 Investment Advisors Co
NEW
Shares16,726
Change+16,726
Value$748.5K
Filed 2026-10-16
BXM Wealth LLC
UNCHANGED
Shares16,715 from 16,715
Change0 (0%)
Value$748.0K (+$24.2K)
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares14,477 from 15,280
Change-803 (-5%)
Value$647.8K (-$13.8K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$626.5K (+$20.3K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares13,883 from 14,095
Change-212 (-1%)
Value$621.3K (+$11.0K)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED
Shares13,635 from 13,628
Change+7 (+0%)
Value$610.1K (+$20.1K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
INCREASED
Shares13,567 from 13,546
Change+21 (+0%)
Value$607.1K (+$20.6K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares12,617 from 12,303
Change+314 (+3%)
Value$564.6K (+$31.9K)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares12,364 from 8,444
Change+3,920 (+46%)
Value$553.3K (+$187.7K)
Filed 2026-10-08
BNB Wealth Management, LLC
INCREASED
Shares11,091 from 10,223
Change+868 (+8%)
Value$496.3K (+$53.7K)
Filed 2026-10-28
Rubicon Advisors, GP
INCREASED
Shares10,399 from 9,841
Change+558 (+6%)
Value$465.4K (+$39.2K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares10,198 from 9,391
Change+807 (+9%)
Value$456.3K (+$49.7K)
Filed 2026-10-08
Acorn Financial Advisory Services Inc
INCREASED
Shares9,763 from 9,687
Change+76 (+1%)
Value$436.9K (+$17.5K)
Filed 2026-11-02
HF Advisory Group, LLC
INCREASED
Shares9,228 from 9,134
Change+94 (+1%)
Value$412.9K (+$17.4K)
Filed 2026-10-09
Ballast Rock Private Wealth LLC
UNCHANGED
Shares8,920 from 8,920
Change0 (0%)
Value$399.2K (+$12.9K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares8,782 from 8,857
Change-75 (-1%)
Value$393.0K (+$9.5K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares8,348 from 6,930
Change+1,418 (+20%)
Value$373.6K (+$73.5K)
Filed 2026-11-04
Accurate Wealth Management, LLC
DECREASED
Shares8,032 from 8,431
Change-399 (-5%)
Value$365.4K (-$6.3K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares7,814 from 8,010
Change-196 (-2%)
Value$349.7K (+$2.8K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,773 from 7,368
Change+405 (+6%)
Value$347.9K (+$28.8K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares7,770 from 7,764
Change+6 (+0%)
Value$348 (-$335.7K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares7,696 from 6,036
Change+1,660 (+28%)
Value$352.6K (+$91.3K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares7,550 from 6,042
Change+1,508 (+25%)
Value$337.9K (+$76.2K)
Filed 2026-10-30
Blvd Private Wealth, LLC
INCREASED
Shares7,471 from 7,048
Change+423 (+6%)
Value$334.3K (+$29.2K)
Filed 2026-10-14
Valley National Advisers Inc
INCREASED
Shares7,471 from 7,201
Change+270 (+4%)
Value$334.3K (+$22.5K)
Filed 2026-10-23
Cora Capital Advisors LLC
INCREASED
Shares7,384 from 6,495
Change+889 (+14%)
Value$330.4K (+$49.2K)
Filed 2026-11-02
Guilbault Capital LLC
NEW
Shares7,189
Change+7,189
Value$321.7K
Filed 2026-10-28
Dynamic Financial Group
INCREASED
Shares7,072 from 6,818
Change+254 (+4%)
Value$316.5K (+$21.3K)
Filed 2026-10-28
Plancorp, LLC
NEW
Shares7,022
Change+7,022
Value$333.5K
Filed 2026-11-03
Wealth Group Ltd
DECREASED
Shares7,007 from 7,446
Change-439 (-6%)
Value$311.7K (-$10.8K)
Filed 2026-10-07
Atria Investments, Inc
DECREASED
Shares6,864 from 7,144
Change-280 (-4%)
Value$307.2K (-$2.2K)
Filed 2026-10-15
Yankcom Partnership
UNCHANGED
Shares6,829 from 6,829
Change0 (0%)
Value$305.6K (+$9.9K)
Filed 2026-10-15
Quantum Financial Partners LLC
INCREASED
Shares6,380 from 6,124
Change+256 (+4%)
Value$285.5K (+$20.4K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares6,335 from 6,314
Change+21 (+0%)
Value$283.5K (+$10.1K)
Filed 2026-10-22
XML Financial, LLC
INCREASED
Shares6,294 from 6,037
Change+257 (+4%)
Value$281.6K (+$20.2K)
Filed 2026-10-29
Optivise Advisory Services LLC
DECREASED
Shares6,242 from 7,077
Change-835 (-12%)
Value$279.3K (-$27.1K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares5,914 from 5,941
Change-27 (0%)
Value$264.7K (+$7.4K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares5,500
Change+5,500
Value$246.1K
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares5,451 from 5,601
Change-150 (-3%)
Value$243.9K (+$1.4K)
Filed 2026-10-23
Langley Wealth Management, LLC
INCREASED
Shares5,443 from 5,434
Change+9 (+0%)
Value$243.6K (+$8.3K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$233.3K (+$7.6K)
Filed 2026-10-19
AMG Asset Management Group, Inc.
UNCHANGED
Shares5,120 from 5,120
Change0 (0%)
Value$229.1K (+$7.4K)
Filed 2026-10-21
Davenport & Co LLC
NEW
Shares4,973
Change+4,973
Value$222.6K
Filed 2026-10-14
Decision Investments, Inc
UNCHANGED
Shares4,680 from 4,680
Change0 (0%)
Value$209.4K (+$6.8K)
Filed 2026-10-07
Eastern Bank
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$128.7K (+$4.2K)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
NEW
Shares2,871
Change+2,871
Value$128.5K
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$117.5K (+$3.8K)
Filed 2026-11-02
Holos Integrated Wealth LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$109.6K (+$5.7K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares2,306 from 2,251
Change+55 (+2%)
Value$103.2K (+$5.7K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares2,204 from 1,958
Change+246 (+13%)
Value$98.6K (+$13.9K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares2,052 from 2,027
Change+25 (+1%)
Value$91.8K (+$4.1K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares1,972 from 1,954
Change+18 (+1%)
Value$88.2K (+$3.6K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$55.4K (+$1.8K)
Filed 2026-11-02
Mascoma Wealth Management LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$48.1K (+$1.6K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares1,051
Change+1,051
Value$47.0K
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$40.4K (+$1.3K)
Filed 2026-10-15
Planning Strategies Inc.
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$40.1K (+$1.3K)
Filed 2026-10-02
Larson Financial Group LLC
DECREASED
Shares590 from 1,179
Change-589 (-50%)
Value$26.4K (-$24.7K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares450
Change+450
Value$20.1K
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares371 from 700
Change-329 (-47%)
Value$16.6K (-$13.8K)
Filed 2026-10-30
Realta Investment Advisors
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$15.7K (+$509)
Filed 2026-10-14
Bokf, NA
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$15.7K (+$508)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
NEW
Shares320
Change+320
Value$14.3K
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares252
Change+252
Value$11.3K
Filed 2026-11-05
Wilkerson Advisory Group LLC
DECREASED
Shares204 from 217
Change-13 (-6%)
Value$9.1K (-$309)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares171 from 656
Change-485 (-74%)
Value$7.7K (-$20.8K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares123
Change+123
Value$5.5K
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.5K (+$97)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$3.5K (+$114)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.3K (+$75)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$857 (+$35)
Filed 2026-10-23
Signature Equity Partners, LLC
NEW
Shares10
Change+10
Value$448
Filed 2026-10-29
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 26,793
Change-26,793 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Sowell Financial Services LLC
CLOSED
Shares0 from 22,434
Change-22,434 (-100%)
Value$0 (-$971.4K)
Filed 2026-10-23
Hofer & Associates. Inc
CLOSED
Shares0 from 6,064
Change-6,064 (-100%)
Value$0 (-$262.6K)
Filed 2026-10-13
Vise Technologies, Inc.
CLOSED
Shares0 from 5,480
Change-5,480 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-29
Centerpoint Advisors, LLC
CLOSED
Shares0 from 2,750
Change-2,750 (-100%)
Value$0 (-$119.0K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 1,945
Change-1,945 (-100%)
Value$0 (-$84.2K)
Filed 2026-10-20
Abound Wealth Management
CLOSED
Shares0 from 623
Change-623 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-15
US Bancorp \de\
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-05
Trust Co
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-09
Founders Capital Management
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-13
Bank of America Corp
N/A
Shares— from 8,338,030
Change-8,338,030 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,794,616
Change-5,794,616 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,798,776
Change-3,798,776 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,440,654
Change-2,440,654 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,181,851
Change-2,181,851 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,059,834
Change-2,059,834 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,897,579
Change-1,897,579 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,708,592
Change-1,708,592 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,508,189
Change-1,508,189 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,371,404
Change-1,371,404 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,146,295
Change-1,146,295 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,031,575
Change-1,031,575 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 868,110
Change-868,110 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 737,415
Change-737,415 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 445,448
Change-445,448 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 413,372
Change-413,372 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 403,695
Change-403,695 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 379,362
Change-379,362 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 362,363
Change-362,363 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 303,501
Change-303,501 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 297,982
Change-297,982 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 282,440
Change-282,440 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 266,466
Change-266,466 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 226,773
Change-226,773 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 220,024
Change-220,024 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 203,951
Change-203,951 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 135,875
Change-135,875 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 112,506
Change-112,506 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 109,198
Change-109,198 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 88,096
Change-88,096 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 85,476
Change-85,476 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 85,347
Change-85,347 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 84,659
Change-84,659 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 83,352
Change-83,352 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 76,497
Change-76,497 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 74,063
Change-74,063 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 73,233
Change-73,233 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 71,623
Change-71,623 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 67,191
Change-67,191 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 65,351
Change-65,351 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 59,912
Change-59,912 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 57,331
Change-57,331 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 57,008
Change-57,008 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 52,991
Change-52,991 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 50,967
Change-50,967 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 50,785
Change-50,785 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 50,121
Change-50,121 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 49,038
Change-49,038 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 48,810
Change-48,810 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 45,089
Change-45,089 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 42,718
Change-42,718 (-100%)
Value—
Stephens Inc
N/A
Shares— from 42,663
Change-42,663 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 41,475
Change-41,475 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 40,082
Change-40,082 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 39,951
Change-39,951 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,498
Change-37,498 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 37,426
Change-37,426 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 36,672
Change-36,672 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 34,449
Change-34,449 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 33,173
Change-33,173 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 32,970
Change-32,970 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 31,019
Change-31,019 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,757
Change-27,757 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 26,361
Change-26,361 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,779
Change-24,779 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 20,943
Change-20,943 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 20,620
Change-20,620 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 20,288
Change-20,288 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,118
Change-18,118 (-100%)
Value—
&partners
N/A
Shares— from 17,862
Change-17,862 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 17,489
Change-17,489 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,870
Change-16,870 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 16,740
Change-16,740 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,512
Change-15,512 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,257
Change-15,257 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 14,184
Change-14,184 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,293
Change-13,293 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,713
Change-11,713 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 11,426
Change-11,426 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 10,828
Change-10,828 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 10,649
Change-10,649 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 10,563
Change-10,563 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,605
Change-9,605 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,892
Change-7,892 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,584
Change-7,584 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 497
Change-497 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 150
Change-150 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 145
Change-145 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED835,813916,962-81,149-9%$39.7M$37.4K-$39.7M2026-11-02
Beaumont Financial Advisors, LLC
NEW364,849—+364,849——$16.3M—2026-10-22
Commonwealth Equity Services, LLC
DECREASED363,551374,953-11,402-3%$16.2M$16.3M+$33.4K2026-11-02
Kestra Advisory Services, LLC
INCREASED275,595212,686+62,909+30%$9.2M$12.3M+$3.1M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
NEW247,000—+247,000——$11.0M—2026-10-29
HBW Advisory Services LLC
INCREASED226,029196,919+29,110+15%$8.5M$10.1M+$1.6M2026-10-15
Financial Management Network Inc
DECREASED202,260209,579-7,319-3%$9.4M$9.0M-$451.3K2026-10-09
Lighthouse Wealth Management Inc.
INCREASED193,965190,575+3,390+2%$8.3M$8.7M+$428.0K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED184,519179,097+5,422+3%$7.8M$8.3M+$502.3K2026-11-05
AlphaCore Capital LLC
INCREASED171,364165,860+5,504+3%$7.2M$7.7M+$486.8K2026-11-04
Citigroup Inc
INCREASED164,529158,325+6,204+4%$6.9M$7.4M+$507.2K2026-11-04
Oppenheimer & Co Inc
INCREASED135,401121,880+13,521+11%$5.3M$6.1M+$781.8K2026-10-26
Colonial River Investments, LLC
INCREASED129,283107,231+22,052+21%$4.6M$5.8M+$1.1M2026-10-19
VestGen Advisors, LLC
INCREASED110,206107,742+2,464+2%$4.7M$4.9M+$266.5K2026-10-27
Copper Harbor Investment Advisors, LLC
INCREASED102,319101,416+903+1%$4.4M$4.6M+$187.5K2026-10-16
Independent Financial Group, LLC
DECREASED99,278103,595-4,317-4%$4.5M$4.4M-$43.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED97,41790,273+7,144+8%$3.9M$4.4M+$450.6K2026-10-16
International Assets Investment Management, LLC
INCREASED95,78992,570+3,219+3%$4.0M$4.3M+$276.4K2026-11-02
D.A. Davidson & Co.
INCREASED83,20676,021+7,185+9%$3.3M$3.7M+$431.8K2026-10-28
Laurel Wealth Advisors LLC
INCREASED83,19880,510+2,688+3%$3.5M$3.7M+$237.0K2026-10-27
Intrua Financial, LLC
DECREASED75,99876,130-1320%$3.3M$3.4M+$104.5K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED75,23277,506-2,274-3%$3.4M$3.4M-$22.0K2026-10-13
MY Wealth Management Inc.
DECREASED74,22776,174-1,947-3%$3.3M$3.3M+$23.3K2026-10-21
Fermata Advisors, LLC
DECREASED68,72572,631-3,906-5%$3.1M$3.1M-$69.5K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED59,22264,660-5,438-8%$2.8M$2.7M-$149.6K2026-11-04
Investment Partners Asset Management, Inc.
INCREASED47,32145,261+2,060+5%$2.0M$2.1M+$157.8K2026-10-09
Soltis Investment Advisors LLC
NEW45,324—+45,324——$2.0M—2026-10-28
True Private Wealth Advisors
INCREASED44,30541,224+3,081+7%$1.8M$2.0M+$197.7K2026-10-19
IFP Advisors, Inc
INCREASED43,72540,944+2,781+7%$1.8M$2.0M+$183.8K2026-10-16
Clear Creek Financial Management, LLC
DECREASED42,05143,360-1,309-3%$1.9M$1.9M+$4.3K2026-10-28
Fearless Solutions, LLC dba Best Invest
DECREASED38,76239,117-355-1%$1.7M$1.7M+$40.8K2026-10-14
Fifth Third Bancorp
DECREASED38,44340,268-1,825-5%$1.7M$1.7M-$23.3K2026-11-05
Amplius Wealth Advisors, LLC
DECREASED36,26837,975-1,707-4%$1.6M$1.6M-$21.3K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED35,40434,641+763+2%$1.5M$1.6M+$84.4K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED33,79630,441+3,355+11%$1.3M$1.5M+$194.3K2026-10-21
BCS Wealth Management
DECREASED33,37533,403-280%$1.4M$1.5M+$47.2K2026-11-03
Prospera Financial Services Inc
INCREASED32,15227,508+4,644+17%$1.2M$1.5M+$336.2K2026-11-04
Thrivent Financial for Lutherans
DECREASED31,75832,043-285-1%$1.4M$1.4K-$1.4M2026-11-05
HUB Investment Partners, LLC
INCREASED31,47330,341+1,132+4%$1.3M$1.4M+$94.6K2026-11-03
Aviance Capital Partners, LLC
DECREASED30,54430,810-266-1%$1.3M$1.4M+$32.8K2026-10-29
JBR Co Financial Management Inc
UNCHANGED30,33230,33200%$1.3M$1.3M-$8.5K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED28,21644,032-15,816-36%$1.9M$1.3M-$643.9K2026-10-15
Commerce Advisors, LLC
DECREASED27,00027,794-794-3%$1.2M$1.2M+$4.7K2026-10-19
MMA Asset Management LLC
DECREASED26,74529,981-3,236-11%$1.3M$1.2M-$101.3K2026-11-02
Independent Wealth Network Inc.
DECREASED26,39526,675-280-1%$1.2M$1.2M+$26.2K2026-10-19
Novem Group
DECREASED23,74729,729-5,982-20%$1.3M$1.1M-$224.6K2026-10-19
High Net Worth Advisory Group LLC
INCREASED22,74222,688+54+0%$982.4K$1.0M+$35.4K2026-10-26
Schmidt P J Investment Management Inc
INCREASED22,69721,947+750+3%$950.3K$1.0M+$65.4K2026-11-02
Kraematon Investment Advisors, Inc
INCREASED20,41119,835+576+3%$858.9K$913.4K+$54.5K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED20,04818,688+1,360+7%$809.2K$897.2K+$88.0K2026-10-26
Cosner Financial Group, LLC
DECREASED19,60619,869-263-1%$860.3K$877.4K+$17.0K2026-11-03
Diversify Wealth Management, LLC
UNCHANGED18,21118,21100%$828.4K$845.5K+$17.1K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED18,21118,21100%$828.4K$845.5K+$17.1K2026-10-20
Sharkey, Howes & Javer
UNCHANGED17,80117,80100%$770.8K$796.6K+$25.8K2026-10-22
Creative Planning
INCREASED17,69316,420+1,273+8%$711.0K$791.8K+$80.8K2026-11-02
Braeburn Wealth Management LLC
NEW17,580—+17,580——$786.7K—2026-10-15
HB Wealth Management, LLC
DECREASED17,36819,252-1,884-10%$833.6K$777.2K-$56.4K2026-10-23
Tcfg Investment Advisors, LLC
INCREASED16,98316,708+275+2%$723.4K$760.0K+$36.5K2026-10-20
1834 Investment Advisors Co
NEW16,726—+16,726——$748.5K—2026-10-16
BXM Wealth LLC
UNCHANGED16,71516,71500%$723.8K$748.0K+$24.2K2026-11-03
Bank of New York Mellon Corp
DECREASED14,47715,280-803-5%$661.6K$647.8K-$13.8K2026-11-05
Prime Capital Investment Advisors, LLC
UNCHANGED14,00014,00000%$606.2K$626.5K+$20.3K2026-10-20
Mather Group, Llc.
DECREASED13,88314,095-212-1%$610.3K$621.3K+$11.0K2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED13,63513,628+7+0%$590.1K$610.1K+$20.1K2026-10-26
Opal Wealth Advisors, LLC
INCREASED13,56713,546+21+0%$586.6K$607.1K+$20.6K2026-10-16
Triumph Capital Management
INCREASED12,61712,303+314+3%$532.7K$564.6K+$31.9K2026-10-14
First Heartland Consultants, Inc.
INCREASED12,3648,444+3,920+46%$365.6K$553.3K+$187.7K2026-10-08
BNB Wealth Management, LLC
INCREASED11,09110,223+868+8%$442.7K$496.3K+$53.7K2026-10-28
Rubicon Advisors, GP
INCREASED10,3999,841+558+6%$426.1K$465.4K+$39.2K2026-10-23
Farther Finance Advisors, LLC
INCREASED10,1989,391+807+9%$406.6K$456.3K+$49.7K2026-10-08
Acorn Financial Advisory Services Inc
INCREASED9,7639,687+76+1%$419.4K$436.9K+$17.5K2026-11-02
HF Advisory Group, LLC
INCREASED9,2289,134+94+1%$395.5K$412.9K+$17.4K2026-10-09
Ballast Rock Private Wealth LLC
UNCHANGED8,9208,92000%$386.2K$399.2K+$12.9K2026-10-26
MGO One Seven LLC
DECREASED8,7828,857-75-1%$383.5K$393.0K+$9.5K2026-10-28
Creative Financial Designs Inc
INCREASED8,3486,930+1,418+20%$300.1K$373.6K+$73.5K2026-11-04
Accurate Wealth Management, LLC
DECREASED8,0328,431-399-5%$371.7K$365.4K-$6.3K2026-10-20
PFG Advisors
DECREASED7,8148,010-196-2%$346.8K$349.7K+$2.8K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED7,7737,368+405+6%$319.0K$347.9K+$28.8K2026-10-13
Park Avenue Securities LLC
INCREASED7,7707,764+6+0%$336.0K$348-$335.7K2026-10-26
AdvisorNet Financial, Inc
INCREASED7,6966,036+1,660+28%$261.4K$352.6K+$91.3K2026-10-15
Truist Financial Corp
INCREASED7,5506,042+1,508+25%$261.6K$337.9K+$76.2K2026-10-30
Blvd Private Wealth, LLC
INCREASED7,4717,048+423+6%$305.2K$334.3K+$29.2K2026-10-14
Valley National Advisers Inc
INCREASED7,4717,201+270+4%$311.8K$334.3K+$22.5K2026-10-23
Cora Capital Advisors LLC
INCREASED7,3846,495+889+14%$281.2K$330.4K+$49.2K2026-11-02
Guilbault Capital LLC
NEW7,189—+7,189——$321.7K—2026-10-28
Dynamic Financial Group
INCREASED7,0726,818+254+4%$295.2K$316.5K+$21.3K2026-10-28
Plancorp, LLC
NEW7,022—+7,022——$333.5K—2026-11-03
Wealth Group Ltd
DECREASED7,0077,446-439-6%$322.4K$311.7K-$10.8K2026-10-07
Atria Investments, Inc
DECREASED6,8647,144-280-4%$309.3K$307.2K-$2.2K2026-10-15
Yankcom Partnership
UNCHANGED6,8296,82900%$295.7K$305.6K+$9.9K2026-10-15
Quantum Financial Partners LLC
INCREASED6,3806,124+256+4%$265.1K$285.5K+$20.4K2026-10-19
Brookstone Capital Management
INCREASED6,3356,314+21+0%$273.4K$283.5K+$10.1K2026-10-22
XML Financial, LLC
INCREASED6,2946,037+257+4%$261.4K$281.6K+$20.2K2026-10-29
Optivise Advisory Services LLC
DECREASED6,2427,077-835-12%$306.4K$279.3K-$27.1K2026-10-19
Sigma Planning Corp
DECREASED5,9145,941-270%$257.3K$264.7K+$7.4K2026-10-23
Ascentis Independent Advisors
NEW5,500—+5,500——$246.1K—2026-11-03
Apollon Wealth Management, LLC
DECREASED5,4515,601-150-3%$242.5K$243.9K+$1.4K2026-10-23
Langley Wealth Management, LLC
INCREASED5,4435,434+9+0%$235.3K$243.6K+$8.3K2026-11-04
Acorn Wealth Advisors, LLC
UNCHANGED5,2135,21300%$225.7K$233.3K+$7.6K2026-10-19
AMG Asset Management Group, Inc.
UNCHANGED5,1205,12000%$221.7K$229.1K+$7.4K2026-10-21
Davenport & Co LLC
NEW4,973—+4,973——$222.6K—2026-10-14
Decision Investments, Inc
UNCHANGED4,6804,68000%$202.6K$209.4K+$6.8K2026-10-07
Eastern Bank
UNCHANGED2,8752,87500%$124.5K$128.7K+$4.2K2026-10-05
Ashton Thomas Private Wealth, LLC
NEW2,871—+2,871——$128.5K—2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED2,6252,62500%$113.7K$117.5K+$3.8K2026-11-02
Holos Integrated Wealth LLC
UNCHANGED2,3542,35400%$103.9K$109.6K+$5.7K2026-10-23
Private Trust Co NA
INCREASED2,3062,251+55+2%$97.5K$103.2K+$5.7K2026-10-20
CoreCap Advisors, LLC
INCREASED2,2041,958+246+13%$84.8K$98.6K+$13.9K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED2,0522,027+25+1%$87.8K$91.8K+$4.1K2026-10-30
Lodestone Wealth Management LLC
INCREASED1,9721,954+18+1%$84.6K$88.2K+$3.6K2026-10-14
Key FInancial Inc
UNCHANGED1,2371,23700%$53.6K$55.4K+$1.8K2026-11-02
Mascoma Wealth Management LLC
UNCHANGED1,0751,07500%$46.5K$48.1K+$1.6K2026-10-23
Provenance Wealth Advisors, LLC
NEW1,051—+1,051——$47.0K—2026-10-30
Wolff Wiese Magana LLC
UNCHANGED90390300%$39.1K$40.4K+$1.3K2026-10-15
Planning Strategies Inc.
UNCHANGED89689600%$38.8K$40.1K+$1.3K2026-10-02
Larson Financial Group LLC
DECREASED5901,179-589-50%$51.1K$26.4K-$24.7K2026-11-05
GK Wealth Management LLC
NEW450—+450——$20.1K—2026-10-09
Compass Financial Management LLC
DECREASED371700-329-47%$30.4K$16.6K-$13.8K2026-10-30
Realta Investment Advisors
UNCHANGED35135100%$15.2K$15.7K+$5092026-10-14
Bokf, NA
UNCHANGED35035000%$15.2K$15.7K+$5082026-10-27
Pinnacle Wealth Planning Services, Inc.
NEW320—+320——$14.3K—2026-10-27
Rossby Financial, LCC
NEW252—+252——$11.3K—2026-11-05
Wilkerson Advisory Group LLC
DECREASED204217-13-6%$9.4K$9.1K-$3092026-10-20
Assetmark, Inc
DECREASED171656-485-74%$28.4K$7.7K-$20.8K2026-10-21
Root Financial Partners, LLC
NEW123—+123——$5.5K—2026-10-21
Lanark Financial, Inc.
UNCHANGED10010000%$4.4K$4.5K+$972026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED797900%$3.4K$3.5K+$1142026-10-23
Signaturefd, LLC
UNCHANGED525200%$2.3K$2.3K+$752026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED191900%$822$857+$352026-10-23
Signature Equity Partners, LLC
NEW10—+10——$448—2026-10-29
KMG Fiduciary Partners, LLC
CLOSED026,793-26,793-100%$1.2M$0-$1.2M2026-10-14
Sowell Financial Services LLC
CLOSED022,434-22,434-100%$971.4K$0-$971.4K2026-10-23
Hofer & Associates. Inc
CLOSED06,064-6,064-100%$262.6K$0-$262.6K2026-10-13
Vise Technologies, Inc.
CLOSED05,480-5,480-100%$237.3K$0-$237.3K2026-10-29
Centerpoint Advisors, LLC
CLOSED02,750-2,750-100%$119.0K$0-$119.0K2026-11-05
Robinswood Financial LLC
CLOSED01,945-1,945-100%$84.2K$0-$84.2K2026-10-20
Abound Wealth Management
CLOSED0623-623-100%$27.0K$0-$27.0K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0162-162-100%$7.1K$0-$7.1K2026-10-14
LifeSteps Financial, Inc.
CLOSED0155-155-100%$6.7K$0-$6.7K2026-10-15
US Bancorp \de\
CLOSED0100-100-100%$4.3K$0-$4.3K2026-11-05
Trust Co
CLOSED060-60-100%$2.6K$0-$2.6K2026-10-09
Founders Capital Management
CLOSED042-42-100%$1.8K$0-$1.8K2026-10-13
Bank of America Corp
N/A—8,338,030-8,338,030-100%$361.0M———
Morgan Stanley
N/A—5,794,616-5,794,616-100%$250.9M———
LPL Financial LLC
N/A—3,798,776-3,798,776-100%$164.5M———
Northwestern Mutual Wealth Management Co
N/A—2,440,654-2,440,654-100%$105.7M———
Raymond James Financial Inc
N/A—2,181,851-2,181,851-100%$94.5M———
Waddell & Associates, LLC
N/A—2,059,834-2,059,834-100%$89.2M———
Wells Fargo & Company
N/A—1,897,579-1,897,579-100%$82.2M———
Royal Bank of Canada
N/A—1,708,592-1,708,592-100%$74.0M———
Cetera Investment Advisers
N/A—1,508,189-1,508,189-100%$65.3M———
Jones Financial Companies Lllp
N/A—1,371,404-1,371,404-100%$59.9M———
Orion Porfolio Solutions, LLC
N/A—1,146,295-1,146,295-100%$49.6M———
UBS Group AG
N/A—1,031,575-1,031,575-100%$44.7M———
Osaic Holdings, Inc.
N/A—868,110-868,110-100%$37.6M———
Stifel Financial Corp
N/A—737,415-737,415-100%$31.9M———
Pacer Advisors, Inc.
N/A—445,448-445,448-100%$19.3M———
Karpus Management, Inc.
N/A—413,372-413,372-100%$17.9M———
Hamilton Wealth, LLC
N/A—403,695-403,695-100%$17.5M———
Envestnet Asset Management Inc
N/A—379,362-379,362-100%$16.4M———
Stratos Wealth Partners, Ltd.
N/A—362,363-362,363-100%$15.7M———
Janney Montgomery Scott LLC
N/A—303,501-303,501-100%$13.1M———
Baird Financial Group, Inc.
N/A—297,982-297,982-100%$12.9M———
Kera Capital Partners, Inc.
N/A—282,440-282,440-100%$12.2M———
NewEdge Advisors, LLC
N/A—266,466-266,466-100%$11.5M———
1 North Wealth Services LLC
N/A—226,773-226,773-100%$9.8M———
Rockefeller Capital Management L.P.
N/A—220,024-220,024-100%$9.5M———
Kingsview Wealth Management, LLC
N/A—203,951-203,951-100%$8.8M———
Private Advisor Group, LLC
N/A—135,875-135,875-100%$5.9M———
Empire Financial Management Company, LLC
N/A—112,506-112,506-100%$4.9M———
MML Investors Services, LLC
N/A—109,198-109,198-100%$4.7M———
National Bank of Canada
N/A—88,096-88,096-100%$3.8M———
Quantinno Capital Management LP
N/A—85,476-85,476-100%$3.7M———
Geneos Wealth Management Inc.
N/A—85,347-85,347-100%$3.7M———
Waverly Advisors, LLC
N/A—84,659-84,659-100%$3.7M———
Prostatis Group LLC
N/A—83,352-83,352-100%$3.6M———
Equitable Holdings, Inc.
N/A—76,497-76,497-100%$3.3M———
Calton & Associates, Inc.
N/A—74,063-74,063-100%$3.2M———
Harbour Investments, Inc.
N/A—73,233-73,233-100%$3.2M———
WNY Asset Management, LLC
N/A—71,623-71,623-100%$3.1M———
Per Stirling Capital Management, Llc.
N/A—67,191-67,191-100%$2.9M———
Bleakley Financial Group, LLC
N/A—65,351-65,351-100%$2.8M———
Capital Analysts, LLC
N/A—59,912-59,912-100%$2.6M———
Benjamin Edwards Inc
N/A—57,331-57,331-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—57,008-57,008-100%$2.5M———
BFC Planning, Inc.
N/A—52,991-52,991-100%$2.3M———
Susquehanna International Group, LLP
N/A—50,967-50,967-100%$2.2M———
Cary Street Partners Financial LLC
N/A—50,785-50,785-100%$2.2M———
HighTower Advisors, LLC
N/A—50,121-50,121-100%$2.2M———
Belpointe Asset Management LLC
N/A—49,038-49,038-100%$2.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—48,810-48,810-100%$2.1M———
Gladstone Institutional Advisory LLC
N/A—45,089-45,089-100%$2.0M———
Moneta Group Investment Advisors LLC
N/A—42,718-42,718-100%$1.8M———
Stephens Inc
N/A—42,663-42,663-100%$1.8M———
CIBC World Market Inc.
N/A—41,475-41,475-100%$1.8M———
LRI Investments, LLC
N/A—40,082-40,082-100%$1.7M———
CreativeOne Wealth, LLC
N/A—39,951-39,951-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—37,498-37,498-100%$1.6M———
Perissos Private Wealth Management, LLC
N/A—37,426-37,426-100%$1.6M———
Founders Financial Alliance, LLC
N/A—36,672-36,672-100%$1.6M———
Cozad Asset Management Inc
N/A—34,449-34,449-100%$1.5M———
Sanctuary Advisors, LLC
N/A—33,173-33,173-100%$1.4M———
Thoroughbred Financial Services, LLC
N/A—32,970-32,970-100%$1.4M———
Pinnacle Financial Partners, Inc.
N/A—31,019-31,019-100%$1.3M———
Arax Advisory Partners
N/A—29,497-29,497-100%$1.3M———
Modern Wealth Management, LLC
N/A—27,757-27,757-100%$1.2M———
Natixis Advisors, LLC
N/A—26,361-26,361-100%$1.1M———
World Investment Advisors
N/A—24,779-24,779-100%$1.1M———
HighPoint Advisor Group LLC
N/A—20,943-20,943-100%$906.8K———
Ausdal Financial Partners, Inc.
N/A—20,620-20,620-100%$892.9K———
Stonebridge Financial Group, LLC
N/A—20,288-20,288-100%$878.0K———
Advisory Services Network, LLC
N/A—18,118-18,118-100%$784.5K———
&partners
N/A—17,862-17,862-100%$773.4K———
Russell Investments Group, Ltd.
N/A—17,489-17,489-100%$757.3K———
Snowden Capital Advisors LLC
N/A—17,475-17,475-100%$756.7K———
Hilltop Holdings Inc.
N/A—16,870-16,870-100%$730.4K———
Brown Brothers Harriman & Co
N/A—16,740-16,740-100%$724.8K———
Harvest Investment Services, LLC
N/A—16,144-16,144-100%$699.0K———
Savvy Advisors, Inc.
N/A—15,512-15,512-100%$671.7K———
Summit Financial, LLC
N/A—15,257-15,257-100%$660.6K———
Arkadios Wealth Advisors
N/A—14,264-14,264-100%$617.7K———
J. M. Brown & Associates Inc.
N/A—14,184-14,184-100%$614.1K———
Dakota Wealth Management
N/A—13,293-13,293-100%$575.6K———
Mercer Global Advisors Inc
N/A—11,713-11,713-100%$507.2K———
IHT Wealth Management, LLC
N/A—11,528-11,528-100%$499.2K———
Level Four Advisory Services, LLC
N/A—11,426-11,426-100%$494.8K———
Squarepoint Ops LLC
N/A—10,828-10,828-100%$468.9K———
West Michigan Advisors, LLC
N/A—10,649-10,649-100%$461.1K———
Moors & Cabot, Inc.
N/A—10,563-10,563-100%$457.4K———
Independent Family Office, LLC
N/A—10,315-10,315-100%$446.6K———
Anchor Investment Management, LLC
N/A—9,605-9,605-100%$415.9K———
SageView Advisory Group, LLC
N/A—9,140-9,140-100%$395.8K———
FMR LLC
N/A—9,131-9,131-100%$395.4K———
Inspire Advisors, LLC
N/A—8,594-8,594-100%$372.0K———
PSI Advisors, LLC
N/A—8,220-8,220-100%$355.9K———
NewEdge Wealth, LLC
N/A—8,050-8,050-100%$348.6K———
Ameriprise Financial Inc
N/A—7,892-7,892-100%$341.7K———
Bogart Wealth, LLC
N/A—7,852-7,852-100%$340.0K———
Western Wealth Management, LLC
N/A—7,584-7,584-100%$328.4K———
Xcelsior Advisor Partners LLC
N/A—7,194-7,194-100%$311.5K———
MAI Capital Management
N/A—7,149-7,149-100%$309.5K———
JPMorgan Chase & Co
N/A—6,752-6,752-100%$295.1K———
PNC Financial Services Group, Inc.
N/A—5,970-5,970-100%$258.5K———
Goldman Sachs Group Inc
N/A—5,883-5,883-100%$254.7K———
Franklin Resources Inc
N/A—5,828-5,828-100%$252.4K———
O'shaughnessy Asset Management, LLC
N/A—5,396-5,396-100%$233.6K———
Merit Financial Group, LLC
N/A—5,262-5,262-100%$227.9K———
Global Retirement Partners, LLC
N/A—4,634-4,634-100%$200.7K———
Ameritas Advisory Services, LLC
N/A—4,608-4,608-100%$199.5K———
Silver OAK Securities, Incorporated
N/A—4,318-4,318-100%$187.0K———
Ameriflex Group, Inc.
N/A—3,554-3,554-100%$153.9K———
Tripletail Wealth Management, LLC
N/A—1,936-1,936-100%$85.3K———
Atlantic Union Bankshares Corp
N/A—1,810-1,810-100%$78.4K———
Smartleaf Asset Management LLC
N/A—1,645-1,645-100%$71.9K———
Innovative Asset Advisors Group, LLC
N/A—1,598-1,598-100%$69.2K———
AE Wealth Management LLC
N/A—1,517-1,517-100%$65.7K———
Allworth Financial LP
N/A—1,185-1,185-100%$51.3K———
Copia Wealth Management
N/A—1,149-1,149-100%$49.8K———
Cheviot Value Management, LLC
N/A—1,000-1,000-100%$43.3K———
Bessemer Group Inc
N/A—500-500-100%$22———
Park Place Capital Corp
N/A—497-497-100%$21.5K———
BlackRock, Inc.
N/A—400-400-100%$17.3K———
WealthShield Partners, LLC
N/A—390-390-100%$16.9K———
Continuum Advisory, LLC
N/A—365-365-100%$15.8K———
Front Row Advisors LLC
N/A—300-300-100%$14.1K———
UBS Asset Management Americas LLC
N/A—249-249-100%$10.8K———
TD Capital Management LLC
N/A—191-191-100%$8.3K———
Mpwm Advisory Solutions, LLC
N/A—175-175-100%$7.6K———
IFG Advisory, LLC
N/A—170-170-100%$7.4K———
Bank of Montreal
N/A—150-150-100%$6.5K———
Federation des caisses Desjardins du Quebec
N/A—145-145-100%$6.3K———
Vanguard Advisers Inc
N/A—75-75-100%$3.2K———
Keating Financial Advisory Services, Inc.
N/A—7-7-100%$303———
Showing 273 of 273 institutions