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Pimco Corporate & Income OPP (PTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
XML Financial, LLC
INCREASED
Shares1,801,376 from 1,754,583
Change+46,793 (+3%)
Value$19.8M (-$1.3M)
Filed 2026-10-29
Axxcess Wealth Management, LLC
INCREASED
Shares670,821 from 624,690
Change+46,131 (+7%)
Value$7.4M (-$129.3K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares548,409 from 531,454
Change+16,955 (+3%)
Value$6.0K (-$6.4M)
Filed 2026-11-02
Accel Wealth Management
INCREASED
Shares464,191 from 448,727
Change+15,464 (+3%)
Value$5.1M (-$287.4K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares456,739 from 309,623
Change+147,116 (+48%)
Value$5.0M (+$1.3M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares456,344 from 413,459
Change+42,885 (+10%)
Value$5.0M (+$50.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares389,691 from 441,508
Change-51,817 (-12%)
Value$4.3M (-$1.0M)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares370,125
Change+370,125
Value$4.1M
Filed 2026-11-03
Noble Wealth Management PBC
INCREASED
Shares363,339 from 333,049
Change+30,290 (+9%)
Value$4.0M (-$6.2K)
Filed 2026-10-01
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares236,741 from 257,091
Change-20,350 (-8%)
Value$2.6M (-$518.3K)
Filed 2026-10-13
Smith Asset Management Co., LLC
DECREASED
Shares165,436 from 167,505
Change-2,069 (-1%)
Value$1.8M (-$193.6K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares161,417 from 138,820
Change+22,597 (+16%)
Value$1.8M (+$107.2K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares157,718 from 67,303
Change+90,415 (+134%)
Value$1.7M (+$926.8K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares146,171 from 32,606
Change+113,565 (+348%)
Value$1.6K (-$390.4K)
Filed 2026-10-26
Covenant Asset Management, LLC
INCREASED
Shares121,425 from 118,277
Change+3,148 (+3%)
Value$1.3M (-$86.0K)
Filed 2026-10-14
Absolute Investment Advisers, LLC
UNCHANGED
Shares116,063 from 116,063
Change0 (0%)
Value$1.3M (-$118.4K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
NEW
Shares113,949
Change+113,949
Value$1.3M
Filed 2026-11-05
Zullo Investment Group, Inc.
DECREASED
Shares107,431 from 119,172
Change-11,741 (-10%)
Value$1.2M (-$250.8K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares107,165 from 92,345
Change+14,820 (+16%)
Value$1.2M (+$69.0K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares106,987 from 99,432
Change+7,555 (+8%)
Value$1.2M (-$18.2K)
Filed 2026-10-08
C2c Wealth Management, LLC
DECREASED
Shares105,560 from 108,385
Change-2,825 (-3%)
Value$1.2M (-$141.7K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares69,917 from 68,068
Change+1,849 (+3%)
Value$769.8K (-$49.1K)
Filed 2026-11-04
Main Street Group, LTD
INCREASED
Shares69,685 from 67,100
Change+2,585 (+4%)
Value$767.2K (-$40.0K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares64,483 from 61,606
Change+2,877 (+5%)
Value$710.0K (-$31.2K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares61,435 from 55,763
Change+5,672 (+10%)
Value$662.3K (+$8.2K)
Filed 2026-11-02
Advisory Advocates, LLC
INCREASED
Shares59,038 from 55,446
Change+3,592 (+6%)
Value$650.0K (-$17.0K)
Filed 2026-11-05
Mindset Wealth Management, LLC
INCREASED
Shares58,785 from 51,785
Change+7,000 (+14%)
Value$647.2K (+$24.2K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares57,537 from 55,341
Change+2,196 (+4%)
Value$633.5K (-$32.3K)
Filed 2026-10-23
Fell Capital Management
DECREASED
Shares55,650 from 55,950
Change-300 (-1%)
Value$612.7K (-$60.4K)
Filed 2026-10-09
Oppenheimer & Co Inc
DECREASED
Shares52,097 from 52,136
Change-39 (0%)
Value$573.6K (-$53.6K)
Filed 2026-10-26
Johnson Financial Group, LLC
NEW
Shares50,589
Change+50,589
Value$557.0K
Filed 2026-11-03
Lido Advisors, LLC
NEW
Shares48,489
Change+48,489
Value$533.9K
Filed 2026-11-04
Accelerate Investment Advisors LLC
INCREASED
Shares41,831 from 41,131
Change+700 (+2%)
Value$460.6K (-$34.2K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares41,399 from 41,334
Change+65 (+0%)
Value$455.8K (-$41.4K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares41,194 from 52,178
Change-10,984 (-21%)
Value$453.5K (-$174.2K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares39,417 from 38,696
Change+721 (+2%)
Value$436.6K (-$31.7K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares39,033 from 382,350
Change-343,317 (-90%)
Value$429.8K (-$4.2M)
Filed 2026-10-13
Elm3 Financial Group, LLC
DECREASED
Shares35,248 from 140,964
Change-105,716 (-75%)
Value$388.1K (-$1.3M)
Filed 2026-10-07
Diversify Wealth Management, LLC
DECREASED
Shares34,304 from 43,237
Change-8,933 (-21%)
Value$371.2K (-$133.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares34,304 from 43,237
Change-8,933 (-21%)
Value$371.2K (-$133.4K)
Filed 2026-10-20
Avestar Capital, LLC
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$378.4K (-$34.7K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
DECREASED
Shares33,923 from 57,643
Change-23,720 (-41%)
Value$373.5K (-$320.0K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares33,697 from 29,706
Change+3,991 (+13%)
Value$371.0K (+$13.6K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares32,152 from 25,937
Change+6,215 (+24%)
Value$354.0K (+$42.0K)
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares31,245 from 31,245
Change0 (0%)
Value$344.0K (-$31.9K)
Filed 2026-11-05
Williams & Novak Wealth Management, LLC
NEW
Shares29,700
Change+29,700
Value$327.0K
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares27,527 from 26,627
Change+900 (+3%)
Value$303.1K (-$16.5K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares27,185 from 28,485
Change-1,300 (-5%)
Value$299.3K (-$43.4K)
Filed 2026-10-13
Brighton Jones LLC
NEW
Shares27,153
Change+27,153
Value$299.0K
Filed 2026-11-03
Argyle Capital Partners, LLC
UNCHANGED
Shares26,150 from 26,150
Change0 (0%)
Value$287.9K (-$26.7K)
Filed 2026-10-23
Cdkv Holdings LLC
DECREASED
Shares25,598 from 25,674
Change-76 (0%)
Value$281.8K (-$27.0K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares25,219 from 19,031
Change+6,188 (+33%)
Value$277.7K (+$48.7K)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares23,388 from 22,795
Change+593 (+3%)
Value$258 (-$273.7K)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares22,523 from 21,770
Change+753 (+3%)
Value$248.0K (-$13.9K)
Filed 2026-10-26
Integrated Capital Management, Inc.
NEW
Shares21,299
Change+21,299
Value$234.5K
Filed 2026-10-09
HB Wealth Management, LLC
NEW
Shares21,220
Change+21,220
Value$233.6K
Filed 2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares20,184 from 24,333
Change-4,149 (-17%)
Value$222.2K (-$70.5K)
Filed 2026-10-09
VestGen Advisors, LLC
UNCHANGED
Shares19,400 from 19,400
Change0 (0%)
Value$213.6K (-$19.8K)
Filed 2026-10-27
TPG Advisors LLC
INCREASED
Shares18,143 from 12,155
Change+5,988 (+49%)
Value$199.8K (+$53.5K)
Filed 2026-10-16
Patten & Patten Inc
DECREASED
Shares17,880 from 17,986
Change-106 (-1%)
Value$196.9K (-$19.5K)
Filed 2026-10-26
RMG Wealth Management LLC
NEW
Shares17,204
Change+17,204
Value$183.7K
Filed 2026-10-26
Verus Capital Partners, LLC
INCREASED
Shares17,104 from 16,967
Change+137 (+1%)
Value$188.3K (-$15.8K)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares16,745 from 16,745
Change0 (0%)
Value$184.4K (-$17.1K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares16,189 from 18,221
Change-2,032 (-11%)
Value$178.2K (-$41.0K)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
DECREASED
Shares16,185 from 18,205
Change-2,020 (-11%)
Value$178.2K (-$40.8K)
Filed 2026-10-14
McAdam, LLC
UNCHANGED
Shares15,316 from 15,316
Change0 (0%)
Value$168.6K (-$15.6K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares14,774 from 14,726
Change+48 (+0%)
Value$162.7K (-$14.5K)
Filed 2026-10-16
Wealth Effects LLC
DECREASED
Shares14,427 from 46,313
Change-31,886 (-69%)
Value$158.8K (-$398.3K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares14,119 from 16,402
Change-2,283 (-14%)
Value$155.4K (-$41.9K)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares13,186 from 13,582
Change-396 (-3%)
Value$145 (-$162.9K)
Filed 2026-10-22
Instrumental Wealth, LLC
DECREASED
Shares12,789 from 14,578
Change-1,789 (-12%)
Value$140.8K (-$34.6K)
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares12,682 from 12,075
Change+607 (+5%)
Value$139.6K (-$5.6K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
NEW
Shares12,500
Change+12,500
Value$137.6K
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares12,072 from 10,391
Change+1,681 (+16%)
Value$132.9K (+$7.2K)
Filed 2026-11-02
McAlister, Sweet & Associates, Inc.
INCREASED
Shares11,835 from 11,812
Change+23 (+0%)
Value$130.3K (-$11.8K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
INCREASED
Shares10,213 from 3,450
Change+6,763 (+196%)
Value$112.4K (+$70.9K)
Filed 2026-11-04
Future Financial Wealth Managment LLC
NEW
Shares10,000
Change+10,000
Value$110.1K
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares9,900 from 9,900
Change0 (0%)
Value$109.0K (-$10.1K)
Filed 2026-10-08
Key Capital Management, Inc
INCREASED
Shares9,807 from 1,008
Change+8,799 (+873%)
Value$108.0K (+$95.8K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares7,242 from 7,242
Change0 (0%)
Value$79.7K (-$7.4K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares6,109 from 6,109
Change0 (0%)
Value$67.3K (-$6.2K)
Filed 2026-10-13
Parallel Advisors, LLC
UNCHANGED
Shares5,602 from 5,602
Change0 (0%)
Value$61.7K (-$5.7K)
Filed 2026-11-03
Essential Investment Partners LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$60.6K (-$5.6K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares3,783 from 3,783
Change0 (0%)
Value$41.7K (-$3.9K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares3,354 from 9,148
Change-5,794 (-63%)
Value$36.9K (-$73.1K)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
NEW
Shares3,239
Change+3,239
Value$35.7K
Filed 2026-10-27
FNY Investment Advisers, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$35 (-$3)
Filed 2026-10-16
Versant Capital Management, Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$27.5K (-$2.6K)
Filed 2026-10-02
Eastern Bank
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$19.8K (-$1.8K)
Filed 2026-10-05
Assetmark, Inc
INCREASED
Shares1,711 from 98
Change+1,613 (+1646%)
Value$18.8K (+$17.7K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
NEW
Shares1,650
Change+1,650
Value$18.2K
Filed 2026-10-07
Provenance Wealth Advisors, LLC
NEW
Shares1,500
Change+1,500
Value$16.5K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$16.5K (-$1.5K)
Filed 2026-10-27
Princeton Global Asset Management LLC
INCREASED
Shares1,417 from 1,375
Change+42 (+3%)
Value$15.6K (-$945)
Filed 2026-10-21
Align Financial, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$8.3K (-$765)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$8.2K (-$760)
Filed 2026-10-15
Gilpin Wealth Management, LLC
NEW
Shares560
Change+560
Value$6.2K
Filed 2026-10-09
Highline Wealth Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.3K (-$306)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.3K (-$306)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares100 from 4,483
Change-4,383 (-98%)
Value$1.1K (-$52.8K)
Filed 2026-10-30
First Horizon Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.1K (-$102)
Filed 2026-10-26
James T. Borello RIA
INCREASED
Shares72 from 60
Change+12 (+20%)
Value$793 (+$71)
Filed 2026-10-16
Kingdom Financial Group Llc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$44 (-$4)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$22 (-$2)
Filed 2026-10-05
NBT Bank, N.A.
CLOSED
Shares0 from 98,400
Change-98,400 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Delta Financial Advisors LLC
CLOSED
Shares0 from 26,600
Change-26,600 (-100%)
Value$0 (-$320.0K)
Filed 2026-10-27
Iams Wealth Management, LLC
CLOSED
Shares0 from 22,000
Change-22,000 (-100%)
Value$0 (-$264.7K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 5,662
Change-5,662 (-100%)
Value$0 (-$68.1K)
Filed 2026-10-13
Bank of New Hampshire
CLOSED
Shares0 from 3,425
Change-3,425 (-100%)
Value$0 (-$41.2K)
Filed 2026-10-06
Axiom Investment Management LLC
CLOSED
Shares0 from 1,226
Change-1,226 (-100%)
Value$0 (-$14.7K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-13
CX Institutional
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$9)
Filed 2026-10-02
Larson Financial Group LLC
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-23
Hoey Investments, Inc
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,723,452
Change-2,723,452 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,646,888
Change-2,646,888 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,595,560
Change-2,595,560 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,454,824
Change-2,454,824 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 1,492,851
Change-1,492,851 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,485,366
Change-1,485,366 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,302,411
Change-1,302,411 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 949,380
Change-949,380 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 931,885
Change-931,885 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 794,118
Change-794,118 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 675,432
Change-675,432 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 638,181
Change-638,181 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 553,112
Change-553,112 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 504,390
Change-504,390 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 477,867
Change-477,867 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 388,873
Change-388,873 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 336,236
Change-336,236 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 278,437
Change-278,437 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 260,452
Change-260,452 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 252,532
Change-252,532 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 247,825
Change-247,825 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 242,427
Change-242,427 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 193,282
Change-193,282 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 185,861
Change-185,861 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 183,369
Change-183,369 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 176,455
Change-176,455 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 174,777
Change-174,777 (-100%)
Value—
AG Asset Advisory, LLC
N/A
Shares— from 164,641
Change-164,641 (-100%)
Value—
UBS Group AG
N/A
Shares— from 157,100
Change-157,100 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 143,700
Change-143,700 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 127,711
Change-127,711 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 127,516
Change-127,516 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 125,274
Change-125,274 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 114,087
Change-114,087 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 105,324
Change-105,324 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 102,911
Change-102,911 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 99,000
Change-99,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 92,266
Change-92,266 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 88,110
Change-88,110 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 82,561
Change-82,561 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 77,652
Change-77,652 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 69,379
Change-69,379 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 68,902
Change-68,902 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 67,660
Change-67,660 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 67,006
Change-67,006 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 66,206
Change-66,206 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 64,830
Change-64,830 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 60,520
Change-60,520 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 53,495
Change-53,495 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 52,532
Change-52,532 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 51,645
Change-51,645 (-100%)
Value—
GHE, LLC
N/A
Shares— from 51,450
Change-51,450 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 51,272
Change-51,272 (-100%)
Value—
Nwam LLC
N/A
Shares— from 48,393
Change-48,393 (-100%)
Value—
Quarry LP
N/A
Shares— from 48,284
Change-48,284 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 46,585
Change-46,585 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 46,293
Change-46,293 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 42,414
Change-42,414 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 41,241
Change-41,241 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 40,144
Change-40,144 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 34,302
Change-34,302 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 32,953
Change-32,953 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 31,670
Change-31,670 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 30,336
Change-30,336 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 30,118
Change-30,118 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 29,904
Change-29,904 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,893
Change-26,893 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 25,335
Change-25,335 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 25,127
Change-25,127 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 21,480
Change-21,480 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,895
Change-18,895 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 18,708
Change-18,708 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 18,223
Change-18,223 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,525
Change-17,525 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 15,690
Change-15,690 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 15,076
Change-15,076 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 14,622
Change-14,622 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 14,331
Change-14,331 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,029
Change-14,029 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,848
Change-13,848 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,329
Change-13,329 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,933
Change-11,933 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,847
Change-11,847 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,301
Change-11,301 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 10,597
Change-10,597 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 695
Change-695 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 436
Change-436 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 425
Change-425 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 300
Change-300 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 203
Change-203 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
XML Financial, LLC
INCREASED1,801,3761,754,583+46,793+3%$21.1M$19.8M-$1.3M2026-10-29
Axxcess Wealth Management, LLC
INCREASED670,821624,690+46,131+7%$7.5M$7.4M-$129.3K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED548,409531,454+16,955+3%$6.4M$6.0K-$6.4M2026-11-02
Accel Wealth Management
INCREASED464,191448,727+15,464+3%$5.4M$5.1M-$287.4K2026-10-13
Truist Financial Corp
INCREASED456,739309,623+147,116+48%$3.7M$5.0M+$1.3M2026-10-30
Kestra Advisory Services, LLC
INCREASED456,344413,459+42,885+10%$5.0M$5.0M+$50.4K2026-11-02
Commonwealth Equity Services, LLC
DECREASED389,691441,508-51,817-12%$5.3M$4.3M-$1.0M2026-11-02
Ascentis Independent Advisors
NEW370,125—+370,125——$4.1M—2026-11-03
Noble Wealth Management PBC
INCREASED363,339333,049+30,290+9%$4.0M$4.0M-$6.2K2026-10-01
Wealth Enhancement Advisory Services, LLC
DECREASED236,741257,091-20,350-8%$3.1M$2.6M-$518.3K2026-10-13
Smith Asset Management Co., LLC
DECREASED165,436167,505-2,069-1%$2.0M$1.8M-$193.6K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED161,417138,820+22,597+16%$1.7M$1.8M+$107.2K2026-10-15
Independent Financial Group, LLC
INCREASED157,71867,303+90,415+134%$809.7K$1.7M+$926.8K2026-10-13
Park Avenue Securities LLC
INCREASED146,17132,606+113,565+348%$392.0K$1.6K-$390.4K2026-10-26
Covenant Asset Management, LLC
INCREASED121,425118,277+3,148+3%$1.4M$1.3M-$86.0K2026-10-14
Absolute Investment Advisers, LLC
UNCHANGED116,063116,06300%$1.4M$1.3M-$118.4K2026-10-21
Mesirow Financial Investment Management, Inc.
NEW113,949—+113,949——$1.3M—2026-11-05
Zullo Investment Group, Inc.
DECREASED107,431119,172-11,741-10%$1.4M$1.2M-$250.8K2026-10-20
Signature Equity Partners, LLC
INCREASED107,16592,345+14,820+16%$1.1M$1.2M+$69.0K2026-10-29
First Heartland Consultants, Inc.
INCREASED106,98799,432+7,555+8%$1.2M$1.2M-$18.2K2026-10-08
C2c Wealth Management, LLC
DECREASED105,560108,385-2,825-3%$1.3M$1.2M-$141.7K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED69,91768,068+1,849+3%$818.9K$769.8K-$49.1K2026-11-04
Main Street Group, LTD
INCREASED69,68567,100+2,585+4%$807.2K$767.2K-$40.0K2026-10-28
Triumph Capital Management
INCREASED64,48361,606+2,877+5%$741.1K$710.0K-$31.2K2026-10-14
Sovran Advisors, LLC
INCREASED61,43555,763+5,672+10%$654.1K$662.3K+$8.2K2026-11-02
Advisory Advocates, LLC
INCREASED59,03855,446+3,592+6%$667.0K$650.0K-$17.0K2026-11-05
Mindset Wealth Management, LLC
INCREASED58,78551,785+7,000+14%$623.0K$647.2K+$24.2K2026-10-19
Sigma Planning Corp
INCREASED57,53755,341+2,196+4%$665.8K$633.5K-$32.3K2026-10-23
Fell Capital Management
DECREASED55,65055,950-300-1%$673.1K$612.7K-$60.4K2026-10-09
Oppenheimer & Co Inc
DECREASED52,09752,136-390%$627.2K$573.6K-$53.6K2026-10-26
Johnson Financial Group, LLC
NEW50,589—+50,589——$557.0K—2026-11-03
Lido Advisors, LLC
NEW48,489—+48,489——$533.9K—2026-11-04
Accelerate Investment Advisors LLC
INCREASED41,83141,131+700+2%$494.8K$460.6K-$34.2K2026-11-02
NWF Advisory Services Inc.
INCREASED41,39941,334+65+0%$497.2K$455.8K-$41.4K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED41,19452,178-10,984-21%$627.7K$453.5K-$174.2K2026-11-05
Choreo, LLC
INCREASED39,41738,696+721+2%$468.3K$436.6K-$31.7K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED39,033382,350-343,317-90%$4.6M$429.8K-$4.2M2026-10-13
Elm3 Financial Group, LLC
DECREASED35,248140,964-105,716-75%$1.7M$388.1K-$1.3M2026-10-07
Diversify Wealth Management, LLC
DECREASED34,30443,237-8,933-21%$504.6K$371.2K-$133.4K2026-10-20
Diversify Advisory Services, LLC
DECREASED34,30443,237-8,933-21%$504.6K$371.2K-$133.4K2026-10-20
Avestar Capital, LLC
UNCHANGED34,00034,00000%$413.1K$378.4K-$34.7K2026-10-28
Samalin Investment Counsel, LLC
DECREASED33,92357,643-23,720-41%$693.4K$373.5K-$320.0K2026-10-23
Compound Planning, Inc.
INCREASED33,69729,706+3,991+13%$357.4K$371.0K+$13.6K2026-11-05
Advisory Solutions Group, LLC
INCREASED32,15225,937+6,215+24%$312.0K$354.0K+$42.0K2026-10-14
Fifth Third Bancorp
UNCHANGED31,24531,24500%$375.9K$344.0K-$31.9K2026-11-05
Williams & Novak Wealth Management, LLC
NEW29,700—+29,700——$327.0K—2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED27,52726,627+900+3%$319.5K$303.1K-$16.5K2026-10-13
Avior Wealth Management, LLC
DECREASED27,18528,485-1,300-5%$342.7K$299.3K-$43.4K2026-10-13
Brighton Jones LLC
NEW27,153—+27,153——$299.0K—2026-11-03
Argyle Capital Partners, LLC
UNCHANGED26,15026,15000%$314.6K$287.9K-$26.7K2026-10-23
Cdkv Holdings LLC
DECREASED25,59825,674-760%$308.9K$281.8K-$27.0K2026-10-28
Creative Planning
INCREASED25,21919,031+6,188+33%$228.9K$277.7K+$48.7K2026-11-02
Thrivent Financial for Lutherans
INCREASED23,38822,795+593+3%$274.0K$258-$273.7K2026-11-05
SYM Financial Corp
INCREASED22,52321,770+753+3%$261.9K$248.0K-$13.9K2026-10-26
Integrated Capital Management, Inc.
NEW21,299—+21,299——$234.5K—2026-10-09
HB Wealth Management, LLC
NEW21,220—+21,220——$233.6K—2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED20,18424,333-4,149-17%$292.7K$222.2K-$70.5K2026-10-09
VestGen Advisors, LLC
UNCHANGED19,40019,40000%$233.4K$213.6K-$19.8K2026-10-27
TPG Advisors LLC
INCREASED18,14312,155+5,988+49%$146.2K$199.8K+$53.5K2026-10-16
Patten & Patten Inc
DECREASED17,88017,986-106-1%$216.4K$196.9K-$19.5K2026-10-26
RMG Wealth Management LLC
NEW17,204—+17,204——$183.7K—2026-10-26
Verus Capital Partners, LLC
INCREASED17,10416,967+137+1%$204.1K$188.3K-$15.8K2026-11-03
Fulton Breakefield Broenniman LLC
UNCHANGED16,74516,74500%$201.4K$184.4K-$17.1K2026-11-03
D.A. Davidson & Co.
DECREASED16,18918,221-2,032-11%$219.2K$178.2K-$41.0K2026-10-28
Wealth Alliance Advisory Group, LLC
DECREASED16,18518,205-2,020-11%$219.0K$178.2K-$40.8K2026-10-14
McAdam, LLC
UNCHANGED15,31615,31600%$184.3K$168.6K-$15.6K2026-10-21
Beacon Financial Advisory LLC
INCREASED14,77414,726+48+0%$177.2K$162.7K-$14.5K2026-10-16
Wealth Effects LLC
DECREASED14,42746,313-31,886-69%$557.2K$158.8K-$398.3K2026-10-23
Farther Finance Advisors, LLC
DECREASED14,11916,402-2,283-14%$197.3K$155.4K-$41.9K2026-10-08
Wedbush Securities Inc
DECREASED13,18613,582-396-3%$163.0K$145-$162.9K2026-10-22
Instrumental Wealth, LLC
DECREASED12,78914,578-1,789-12%$175.4K$140.8K-$34.6K2026-10-20
Compass Financial Management LLC
INCREASED12,68212,075+607+5%$145.3K$139.6K-$5.6K2026-10-30
Daymark Wealth Partners, LLC
NEW12,500—+12,500——$137.6K—2026-11-04
International Assets Investment Management, LLC
INCREASED12,07210,391+1,681+16%$125.7K$132.9K+$7.2K2026-11-02
McAlister, Sweet & Associates, Inc.
INCREASED11,83511,812+23+0%$142.1K$130.3K-$11.8K2026-10-07
EverSource Wealth Advisors, LLC
INCREASED10,2133,450+6,763+196%$41.5K$112.4K+$70.9K2026-11-04
Future Financial Wealth Managment LLC
NEW10,000—+10,000——$110.1K—2026-10-15
CoreCap Advisors, LLC
UNCHANGED9,9009,90000%$119.1K$109.0K-$10.1K2026-10-08
Key Capital Management, Inc
INCREASED9,8071,008+8,799+873%$12.1K$108.0K+$95.8K2026-11-03
Private Trust Co NA
UNCHANGED7,2427,24200%$87.1K$79.7K-$7.4K2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED6,1096,10900%$73.5K$67.3K-$6.2K2026-10-13
Parallel Advisors, LLC
UNCHANGED5,6025,60200%$67.4K$61.7K-$5.7K2026-11-03
Essential Investment Partners LLC
UNCHANGED5,5005,50000%$66.2K$60.6K-$5.6K2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED3,7833,78300%$45.5K$41.7K-$3.9K2026-10-13
Lanark Financial, Inc.
DECREASED3,3549,148-5,794-63%$110.1K$36.9K-$73.1K2026-10-26
Foresight Capital Management Advisors, Inc.
NEW3,239—+3,239——$35.7K—2026-10-27
FNY Investment Advisers, LLC
UNCHANGED3,2003,20000%$38$35-$32026-10-16
Versant Capital Management, Inc
UNCHANGED2,5002,50000%$30.1K$27.5K-$2.6K2026-10-02
Eastern Bank
UNCHANGED1,8001,80000%$21.7K$19.8K-$1.8K2026-10-05
Assetmark, Inc
INCREASED1,71198+1,613+1646%$1.2K$18.8K+$17.7K2026-10-21
Elevation Wealth Partners, LLC
NEW1,650—+1,650——$18.2K—2026-10-07
Provenance Wealth Advisors, LLC
NEW1,500—+1,500——$16.5K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,5001,50000%$18.0K$16.5K-$1.5K2026-10-27
Princeton Global Asset Management LLC
INCREASED1,4171,375+42+3%$16.5K$15.6K-$9452026-10-21
Align Financial, LLC
UNCHANGED75075000%$9.0K$8.3K-$7652026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED74574500%$9.0K$8.2K-$7602026-10-15
Gilpin Wealth Management, LLC
NEW560—+560——$6.2K—2026-10-09
Highline Wealth Partners LLC
UNCHANGED30030000%$3.6K$3.3K-$3062026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED30030000%$3.6K$3.3K-$3062026-10-20
Spire Wealth Management
DECREASED1004,483-4,383-98%$53.9K$1.1K-$52.8K2026-10-30
First Horizon Corp
UNCHANGED10010000%$1.2K$1.1K-$1022026-10-26
James T. Borello RIA
INCREASED7260+12+20%$722$793+$712026-10-16
Kingdom Financial Group Llc.
UNCHANGED4400%$48$44-$42026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED2200%$24$22-$22026-10-05
NBT Bank, N.A.
CLOSED098,400-98,400-100%$1.2M$0-$1.2M2026-10-21
Delta Financial Advisors LLC
CLOSED026,600-26,600-100%$320.0K$0-$320.0K2026-10-27
Iams Wealth Management, LLC
CLOSED022,000-22,000-100%$264.7K$0-$264.7K2026-10-15
Gill Capital Partners, LLC
CLOSED05,662-5,662-100%$68.1K$0-$68.1K2026-10-13
Bank of New Hampshire
CLOSED03,425-3,425-100%$41.2K$0-$41.2K2026-10-06
Axiom Investment Management LLC
CLOSED01,226-1,226-100%$14.7K$0-$14.7K2026-11-03
MCF Advisors LLC
CLOSED01,069-1,069-100%$12.9K$0-$12.9K2026-10-28
Salem Investment Counselors Inc
CLOSED01,000-1,000-100%$12.1K$0-$12.1K2026-10-13
CX Institutional
CLOSED0725-725-100%$9$0-$92026-10-02
Larson Financial Group LLC
CLOSED0407-407-100%$4.9K$0-$4.9K2026-11-05
GHP Investment Advisors, Inc.
CLOSED0400-400-100%$4.8K$0-$4.8K2026-10-15
JFS Wealth Advisors, LLC
CLOSED0226-226-100%$2.7K$0-$2.7K2026-11-03
Wilmington Savings Fund Society, FSB
CLOSED0200-200-100%$2.4K$0-$2.4K2026-10-23
Hoey Investments, Inc
CLOSED0151-151-100%$1.8K$0-$1.8K2026-10-29
Northwestern Mutual Wealth Management Co
N/A—2,723,452-2,723,452-100%$32.8M———
LPL Financial LLC
N/A—2,646,888-2,646,888-100%$31.8M———
Morgan Stanley
N/A—2,595,560-2,595,560-100%$31.2M———
Wells Fargo & Company
N/A—2,454,824-2,454,824-100%$29.5M———
Merrithew & Thorsten Inc
N/A—1,492,851-1,492,851-100%$18.0M———
Invesco Ltd.
N/A—1,485,366-1,485,366-100%$17.9M———
Cetera Investment Advisers
N/A—1,302,411-1,302,411-100%$15.7M———
Envestnet Asset Management Inc
N/A—949,380-949,380-100%$11.4M———
Osaic Holdings, Inc.
N/A—931,885-931,885-100%$11.2M———
Guggenheim Capital LLC
N/A—794,118-794,118-100%$9.6M———
Logan Stone Capital, LLC
N/A—675,432-675,432-100%$8.1M———
Royal Bank of Canada
N/A—638,181-638,181-100%$7.7M———
Equitable Holdings, Inc.
N/A—553,112-553,112-100%$6.7M———
PFG Investments, LLC
N/A—504,390-504,390-100%$6.1M———
Private Advisor Group, LLC
N/A—477,867-477,867-100%$5.7M———
Evergreen Wealth Management, LLC
N/A—388,873-388,873-100%$4.7M———
Bank of America Corp
N/A—336,236-336,236-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—278,437-278,437-100%$3.3M———
Raymond James Financial Inc
N/A—260,452-260,452-100%$3.1M———
Thomas J. Herzfeld Advisors, Inc.
N/A—252,532-252,532-100%$3.0M———
Icon Advisers Inc
N/A—247,825-247,825-100%$3.0M———
Rivernorth Capital Management, LLC
N/A—242,427-242,427-100%$2.9M———
Principal Securities, Inc.
N/A—193,282-193,282-100%$2.3M———
Strategic Wealth Partners, Ltd.
N/A—185,861-185,861-100%$2.2M———
XTX Topco Ltd
N/A—183,369-183,369-100%$2.2M———
Stifel Financial Corp
N/A—176,455-176,455-100%$2.1M———
Beta Wealth Group, Inc.
N/A—174,777-174,777-100%$2.1M———
AG Asset Advisory, LLC
N/A—164,641-164,641-100%$2.0M———
UBS Group AG
N/A—157,100-157,100-100%$1.9M———
Foundations Investment Advisors, LLC
N/A—143,700-143,700-100%$1.7M———
Plotkin Financial Advisors, LLC
N/A—127,711-127,711-100%$1.5M———
HighTower Advisors, LLC
N/A—127,516-127,516-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—125,274-125,274-100%$1.5M———
Vision Retirement, LLC
N/A—114,087-114,087-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—105,324-105,324-100%$1.3M———
Citadel Advisors LLC
N/A—102,911-102,911-100%$1.2M———
UMB Bank, n.a.
N/A—99,000-99,000-100%$1.2M———
Cary Street Partners Financial LLC
N/A—92,266-92,266-100%$1.1M———
Cohen & Steers, Inc.
N/A—90,000-90,000-100%$1.1M———
Arax Advisory Partners
N/A—88,110-88,110-100%$1.1M———
NewEdge Advisors, LLC
N/A—82,561-82,561-100%$993.2K———
Mariner, LLC
N/A—77,652-77,652-100%$934.2K———
Sanctuary Advisors, LLC
N/A—69,379-69,379-100%$834.6K———
Wealthspire Advisors, LLC
N/A—68,902-68,902-100%$828.9K———
Janney Montgomery Scott LLC
N/A—67,660-67,660-100%$814.0K———
Savant Capital, LLC
N/A—67,006-67,006-100%$790.6K———
MML Investors Services, LLC
N/A—66,206-66,206-100%$796.5K———
Orleans Capital Management Corp
N/A—64,830-64,830-100%$779.9K———
Jane Street Group, LLC
N/A—60,520-60,520-100%$728.1K———
OneDigital Investment Advisors LLC
N/A—53,495-53,495-100%$643.5K———
Rockefeller Capital Management L.P.
N/A—52,532-52,532-100%$632.0K———
Susquehanna International Group, LLP
N/A—51,645-51,645-100%$621.3K———
GHE, LLC
N/A—51,450-51,450-100%$618.9K———
Mission Hills Financial Advisory, LLC
N/A—51,272-51,272-100%$616.8K———
Nwam LLC
N/A—48,393-48,393-100%$582.2K———
Quarry LP
N/A—48,284-48,284-100%$580.9K———
Arkadios Wealth Advisors
N/A—46,585-46,585-100%$560.4K———
Harbour Investments, Inc.
N/A—46,293-46,293-100%$556.9K———
Hollencrest Capital Management
N/A—42,414-42,414-100%$510.2K———
Stratos Wealth Partners, Ltd.
N/A—41,241-41,241-100%$496.1K———
Captrust Financial Advisors
N/A—40,144-40,144-100%$482.9K———
Everest Financial Group LLC
N/A—34,302-34,302-100%$412.7K———
Capital Analysts, LLC
N/A—32,953-32,953-100%$397.0K———
Collaborative Wealth Managment Inc.
N/A—31,670-31,670-100%$381.0K———
Focus Partners Wealth
N/A—30,336-30,336-100%$364.9K———
Red Door Wealth Management, LLC
N/A—30,118-30,118-100%$362.3K———
IHT Wealth Management, LLC
N/A—29,904-29,904-100%$359.8K———
Western Wealth Management, LLC
N/A—26,893-26,893-100%$323.5K———
Centaurus Financial, Inc.
N/A—25,335-25,335-100%$305.0K———
Beacon Pointe Advisors, LLC
N/A—25,127-25,127-100%$302.3K———
Patron Partners, LLC
N/A—21,480-21,480-100%$258.4K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$240.6K———
Great Valley Advisor Group, Inc.
N/A—18,895-18,895-100%$227.3K———
Insigneo Advisory Services, LLC
N/A—18,708-18,708-100%$225.1K———
Advisors Asset Management, Inc.
N/A—18,223-18,223-100%$219.2K———
HighPoint Advisor Group LLC
N/A—17,525-17,525-100%$210.8K———
Boothbay Fund Management, LLC
N/A—15,690-15,690-100%$188.8K———
Wharton Business Group, LLC
N/A—15,076-15,076-100%$181.4K———
Disciplined Investments, LLC
N/A—15,000-15,000-100%$180.5K———
Rathbones Group PLC
N/A—15,000-15,000-100%$180.5K———
Madison Wealth Partners, Inc
N/A—14,622-14,622-100%$175.9K———
Scotia Capital Inc.
N/A—14,331-14,331-100%$172.4K———
Independent Advisor Alliance
N/A—14,129-14,129-100%$170.0K———
Kingsview Wealth Management, LLC
N/A—14,029-14,029-100%$168.8K———
Two Sigma Securities, LLC
N/A—13,848-13,848-100%$166.6K———
Integrated Wealth Concepts LLC
N/A—13,329-13,329-100%$160.3K———
BlackRock, Inc.
N/A—13,160-13,160-100%$158.3K———
AE Wealth Management LLC
N/A—12,997-12,997-100%$156.4K———
Allworth Financial LP
N/A—12,026-12,026-100%$144.7K———
Stephens Inc
N/A—11,933-11,933-100%$143.6K———
United Capital Financial Advisors, LLC
N/A—11,847-11,847-100%$142.5K———
Stonebridge Financial Group, LLC
N/A—11,500-11,500-100%$139.0K———
Cresset Asset Management, LLC
N/A—11,301-11,301-100%$137.3K———
Significant Wealth Partners LLC
N/A—11,090-11,090-100%$133.4K———
BSW Wealth Partners
N/A—10,597-10,597-100%$127.5K———
Marex Group Ltd
N/A—10,300-10,300-100%$123.9K———
Global Retirement Partners, LLC
N/A—8,827-8,827-100%$106.2K———
PNC Financial Services Group, Inc.
N/A—7,586-7,586-100%$91.3K———
Ameritas Advisory Services, LLC
N/A—6,206-6,206-100%$74.7K———
Ameriflex Group, Inc.
N/A—5,800-5,800-100%$69.8K———
Marshall Investment Management, LLC
N/A—4,881-4,881-100%$58.7K———
Bartlett & Co. Wealth Management LLC
N/A—3,961-3,961-100%$48.1K———
Continuum Advisory, LLC
N/A—3,072-3,072-100%$37.0K———
Nova Wealth Management, Inc.
N/A—3,025-3,025-100%$36.4K———
Rothschild Investment LLC
N/A—2,694-2,694-100%$32.4K———
Webster Bank, N. A.
N/A—2,200-2,200-100%$26.5K———
Heritage Wealth Advisors
N/A—1,920-1,920-100%$23.1K———
Bogart Wealth, LLC
N/A—1,600-1,600-100%$19.2K———
PIN OAK Investment Advisors Inc
N/A—1,306-1,306-100%$16———
IFG Advisory, LLC
N/A—1,082-1,082-100%$13.0K———
Crewe Advisors LLC
N/A—850-850-100%$10.2K———
Coston, McIsaac & Partners
N/A—695-695-100%$8———
Smartleaf Asset Management LLC
N/A—602-602-100%$7.2K———
Boyd Watterson Asset Management LLC
N/A—500-500-100%$6.0K———
Mcguire Capital Advisors Inc
N/A—436-436-100%$5.2K———
Atlantic Union Bankshares Corp
N/A—425-425-100%$5.1K———
Ancora Advisors LLCA
N/A—300-300-100%$3.6K———
Kerr Financial Planning Corp
N/A—203-203-100%$2.4K———
Strategic Investment Solutions, Inc.
N/A—133-133-100%$1.6K———
Boreal Capital Management LLC
N/A—00—$661.3K———
Showing 238 of 238 institutions