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F/M US Treasury 3 Month Bill (TBIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares11,505,076 from 11,182,265
Change+322,811 (+3%)
Value$573.5M (+$16.0M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,020,932 from 833,243
Change+1,187,689 (+143%)
Value$100.8M (+$59.2M)
Filed 2026-10-13
Obermeyer Wealth Partners
INCREASED
Shares1,732,811 from 1,498,328
Change+234,483 (+16%)
Value$86.4M (+$11.7M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares1,692,708 from 951,425
Change+741,283 (+78%)
Value$84.4M (+$36.9M)
Filed 2026-11-02
Alpine Bank Wealth Management
INCREASED
Shares872,100 from 292,448
Change+579,652 (+198%)
Value$43.5M (+$28.9M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares620,692 from 493,762
Change+126,930 (+26%)
Value$30.9K (-$24.6M)
Filed 2026-11-02
Capital Investment Counsel, Inc
INCREASED
Shares559,776 from 528,870
Change+30,906 (+6%)
Value$27.9M (+$1.5M)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares523,927 from 258,051
Change+265,876 (+103%)
Value$26.1M (+$13.3M)
Filed 2026-10-22
Sterling Group Wealth Management, LLC
INCREASED
Shares463,419 from 292,952
Change+170,467 (+58%)
Value$23.1M (+$8.5M)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares450,874 from 385,887
Change+64,987 (+17%)
Value$22.5M (+$3.2M)
Filed 2026-11-05
Ibex Wealth Advisors
INCREASED
Shares396,299 from 390,210
Change+6,089 (+2%)
Value$19.8M (+$299.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares388,760 from 399,088
Change-10,328 (-3%)
Value$19.4M (-$518.9K)
Filed 2026-11-02
Intrua Financial, LLC
INCREASED
Shares307,743 from 179,161
Change+128,582 (+72%)
Value$15.3M (+$6.4M)
Filed 2026-10-28
Family Office Research LLC
INCREASED
Shares303,655 from 278,261
Change+25,394 (+9%)
Value$15.1M (+$1.3M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares213,670 from 191,818
Change+21,852 (+11%)
Value$10.7M (+$1.1M)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares202,601 from 161,207
Change+41,394 (+26%)
Value$10.1M (+$2.1M)
Filed 2026-11-03
Money Concepts Capital Corp
INCREASED
Shares196,092 from 176,293
Change+19,799 (+11%)
Value$9.8M (+$985.2K)
Filed 2026-11-06
Spinnaker Investment Group, LLC
INCREASED
Shares193,408 from 150,256
Change+43,152 (+29%)
Value$9.6M (+$2.1M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares190,489 from 233,332
Change-42,843 (-18%)
Value$9.5M (-$2.1M)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares162,284 from 105,736
Change+56,548 (+53%)
Value$8.1M (+$2.8M)
Filed 2026-10-23
Revolve Wealth Partners, LLC
DECREASED
Shares148,615 from 194,142
Change-45,527 (-23%)
Value$7.4M (-$2.3M)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares141,102 from 145,921
Change-4,819 (-3%)
Value$7.0M (-$241.6K)
Filed 2026-10-08
Clear Creek Financial Management, LLC
DECREASED
Shares140,327 from 143,368
Change-3,041 (-2%)
Value$7.0M (-$153.0K)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares131,980 from 171,558
Change-39,578 (-23%)
Value$6.6M (-$2.0M)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares127,903 from 54,187
Change+73,716 (+136%)
Value$6.4M (+$3.7M)
Filed 2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares127,145 from 125,083
Change+2,062 (+2%)
Value$6.3M (+$101.5K)
Filed 2026-10-15
Cypress Capital, LLC
DECREASED
Shares116,216 from 119,748
Change-3,532 (-3%)
Value$5.8M (-$177.3K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED
Shares113,913 from 264,283
Change-150,370 (-57%)
Value$5.7M (-$7.5M)
Filed 2026-10-08
KW Wealth Management LLC
NEW
Shares108,816
Change+108,816
Value$5.4M
Filed 2026-10-28
Fortis Group Advisors, LLC
INCREASED
Shares104,265 from 102,248
Change+2,017 (+2%)
Value$5.2M (+$100.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares103,159 from 35,104
Change+68,055 (+194%)
Value$5.1M (+$3.4M)
Filed 2026-10-16
Forum Financial Management, LP
INCREASED
Shares101,050 from 95,590
Change+5,460 (+6%)
Value$5.0M (+$271.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares100,829 from 106,276
Change-5,447 (-5%)
Value$5.0M (-$272.6K)
Filed 2026-10-08
Tcfg Investment Advisors, LLC
DECREASED
Shares100,447 from 229,915
Change-129,468 (-56%)
Value$5.0M (-$6.5M)
Filed 2026-10-20
Vision Financial Markets LLC
DECREASED
Shares93,595 from 95,685
Change-2,090 (-2%)
Value$4.7M (-$105.1K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares92,630 from 79,589
Change+13,041 (+16%)
Value$4.6M (+$649.3K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares91,436 from 10,000
Change+81,436 (+814%)
Value$4.6M (+$4.1M)
Filed 2026-10-13
Total Investment Management Inc
DECREASED
Shares80,790 from 139,261
Change-58,471 (-42%)
Value$4.0M (-$2.9M)
Filed 2026-10-22
Sage Mountain Advisors LLC
DECREASED
Shares78,872 from 78,922
Change-50 (0%)
Value$3.9M (-$3.3K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares78,491 from 75,134
Change+3,357 (+4%)
Value$3.9M (+$166.6K)
Filed 2026-10-21
Formidable Asset Management, LLC
DECREASED
Shares73,505 from 74,459
Change-954 (-1%)
Value$3.7M (-$47.6K)
Filed 2026-11-03
Global View Capital Management LLC
DECREASED
Shares72,638 from 79,664
Change-7,026 (-9%)
Value$3.6M (-$351.0K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares66,816
Change+66,816
Value$3.3M
Filed 2026-11-03
Verdence Capital Advisors LLC
NEW
Shares66,429
Change+66,429
Value$3.3M
Filed 2026-10-26
Matauro, LLC
INCREASED
Shares66,426 from 64,552
Change+1,874 (+3%)
Value$3.3M (+$92.8K)
Filed 2026-11-03
Rockport Wealth LLC
INCREASED
Shares58,654 from 56,095
Change+2,559 (+5%)
Value$2.9M (+$127.0K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares56,793 from 56,935
Change-142 (0%)
Value$2.8M (-$7.7K)
Filed 2026-10-28
Mattern Wealth Management LLC
INCREASED
Shares56,691 from 35,063
Change+21,628 (+62%)
Value$2.8M (+$1.1M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares56,411 from 23,912
Change+32,499 (+136%)
Value$2.8M (+$1.6M)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares54,386 from 56,120
Change-1,734 (-3%)
Value$2.7M (-$87.0K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares52,889 from 56,140
Change-3,251 (-6%)
Value$2.6M (-$162.6K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares52,013 from 43,756
Change+8,257 (+19%)
Value$2.6M (+$411.2K)
Filed 2026-11-03
Crew Capital Management, Ltd
DECREASED
Shares51,327 from 52,418
Change-1,091 (-2%)
Value$2.6M (-$54.9K)
Filed 2026-10-28
Avail Investment Partners, LLC
INCREASED
Shares50,099 from 46,666
Change+3,433 (+7%)
Value$2.5M (+$170.7K)
Filed 2026-10-16
Investment Research Partners LLC
INCREASED
Shares50,099 from 46,666
Change+3,433 (+7%)
Value$2.5M (+$170.7K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
NEW
Shares49,089
Change+49,089
Value$2.4M
Filed 2026-11-05
Transcendent Capital Group LLC
INCREASED
Shares47,610 from 29,087
Change+18,523 (+64%)
Value$2.4M (+$923.1K)
Filed 2026-10-28
Apollon Financial, LLC
INCREASED
Shares47,479 from 16,944
Change+30,535 (+180%)
Value$2.4M (+$1.5M)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares47,266 from 37,620
Change+9,646 (+26%)
Value$2.4M (+$480.5K)
Filed 2026-11-04
Lido Advisors, LLC
DECREASED
Shares46,281 from 49,332
Change-3,051 (-6%)
Value$2.3M (-$152.6K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares46,140 from 41,282
Change+4,858 (+12%)
Value$2.3M (+$241.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares45,955 from 49,581
Change-3,626 (-7%)
Value$2.3M (-$180.8K)
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares42,400 from 48,969
Change-6,569 (-13%)
Value$2.1M (-$327.9K)
Filed 2026-10-09
Wedbush Securities Inc
DECREASED
Shares42,051 from 47,640
Change-5,589 (-12%)
Value$2.1K (-$2.4M)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares42,033 from 52,727
Change-10,694 (-20%)
Value$2.1M (-$533.5K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares41,301 from 51,318
Change-10,017 (-20%)
Value$2.1M (-$499.9K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares41,181 from 35,320
Change+5,861 (+17%)
Value$2.1M (+$291.9K)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
DECREASED
Shares41,119 from 48,470
Change-7,351 (-15%)
Value$2.0M (-$366.9K)
Filed 2026-10-20
Clarus Group, Inc.
INCREASED
Shares41,076 from 35,676
Change+5,400 (+15%)
Value$2.0M (+$268.8K)
Filed 2026-10-21
Harbour Capital Advisors, LLC
INCREASED
Shares40,180 from 23,615
Change+16,565 (+70%)
Value$2.0M (+$823.9K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares38,450 from 49,260
Change-10,810 (-22%)
Value$1.9M (-$539.3K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares38,390 from 41,648
Change-3,258 (-8%)
Value$1.9M (-$162.8K)
Filed 2026-10-23
Fifth Third Securities, Inc.
NEW
Shares37,875
Change+37,875
Value$1.9M
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares37,626 from 11,804
Change+25,822 (+219%)
Value$1.9M (+$1.3M)
Filed 2026-10-19
Core Wealth Partners LLC
INCREASED
Shares34,827 from 17,727
Change+17,100 (+96%)
Value$1.7M (+$852.3K)
Filed 2026-11-02
Redwood Family Wealth LLC
INCREASED
Shares34,324 from 34,070
Change+254 (+1%)
Value$1.7M (+$12.3K)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares33,859 from 50,589
Change-16,730 (-33%)
Value$1.7M (-$834.5K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
DECREASED
Shares31,555 from 33,967
Change-2,412 (-7%)
Value$1.6M (-$120.6K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares27,572 from 16,055
Change+11,517 (+72%)
Value$1.4M (+$574.4K)
Filed 2026-11-03
Warner Financial, Inc
INCREASED
Shares27,061 from 23,892
Change+3,169 (+13%)
Value$1.3M (+$157.7K)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares26,631 from 24,644
Change+1,987 (+8%)
Value$1.3M (+$174.4K)
Filed 2026-10-14
Cane Capital Partners, LLC
DECREASED
Shares24,845 from 25,940
Change-1,095 (-4%)
Value$1.2M (-$54.8K)
Filed 2026-10-23
AdvisorNet Financial, Inc
DECREASED
Shares24,243 from 33,560
Change-9,317 (-28%)
Value$1.2M (-$463.0K)
Filed 2026-10-15
Altfest L J & Co Inc
INCREASED
Shares23,106 from 23,105
Change+1 (0%)
Value$1.2M (-$201)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares23,068 from 23,627
Change-559 (-2%)
Value$1.1M (-$28.1K)
Filed 2026-10-26
Global Assets Advisory, LLC
INCREASED
Shares22,092 from 20,077
Change+2,015 (+10%)
Value$1.1M (+$100.5K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares21,391 from 19,802
Change+1,589 (+8%)
Value$1.1M (+$79.0K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares21,283 from 21,392
Change-109 (-1%)
Value$1.1M (-$5.7K)
Filed 2026-10-15
Eagle Strategies LLC
INCREASED
Shares21,009 from 20,858
Change+151 (+1%)
Value$1.0M (+$7.3K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares20,488 from 9,314
Change+11,174 (+120%)
Value$1.0M (+$556.9K)
Filed 2026-11-05
Flynn Zito Capital Management, LLC
DECREASED
Shares20,298 from 27,040
Change-6,742 (-25%)
Value$1.0M (-$336.4K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares20,215 from 32,155
Change-11,940 (-37%)
Value$1.0M (-$595.5K)
Filed 2026-10-16
Longview Financial Advisors, Inc.
DECREASED
Shares19,032 from 36,962
Change-17,930 (-49%)
Value$948.8K (-$894.1K)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
INCREASED
Shares16,127 from 13,709
Change+2,418 (+18%)
Value$803.9K (+$120.4K)
Filed 2026-11-04
Latigo Investments, LLC
NEW
Shares16,013
Change+16,013
Value$798.2K
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares15,192 from 15,109
Change+83 (+1%)
Value$757.3K (+$4.0K)
Filed 2026-10-30
Trilogy Capital Inc.
DECREASED
Shares14,785 from 15,209
Change-424 (-3%)
Value$737.0K (-$21.3K)
Filed 2026-10-20
Trinity Wealth Management, LLC
NEW
Shares14,600
Change+14,600
Value$727.8K
Filed 2026-10-13
Fell Capital Management
DECREASED
Shares14,600 from 14,850
Change-250 (-2%)
Value$727.8K (-$12.6K)
Filed 2026-10-09
Boyum Wealth Architects LLC
DECREASED
Shares14,385 from 19,313
Change-4,928 (-26%)
Value$717.5K (-$246.8K)
Filed 2026-10-06
Royal Fund Management, LLC
INCREASED
Shares14,314 from 13,467
Change+847 (+6%)
Value$713.6K (+$42.1K)
Filed 2026-10-22
Park Edge Advisors, LLC
INCREASED
Shares13,969 from 7,615
Change+6,354 (+83%)
Value$696.4K (+$316.7K)
Filed 2026-10-28
Saxon Interests, Inc.
NEW
Shares13,752
Change+13,752
Value$685.5K
Filed 2026-10-26
Valtinson Bruner Financial Planning LLC
INCREASED
Shares13,050 from 11,920
Change+1,130 (+9%)
Value$650.6K (+$56.2K)
Filed 2026-11-02
Vontobel Holding Ltd.
NEW
Shares13,000
Change+13,000
Value$648.1K
Filed 2026-10-16
Diversified Trust Co
UNCHANGED
Shares12,503 from 12,503
Change0 (0%)
Value$623.3K (-$124)
Filed 2026-11-06
WMG Financial Advisors, LLC
UNCHANGED
Shares12,356 from 12,356
Change0 (0%)
Value$616.1K ($0)
Filed 2026-10-28
Moors & Cabot, Inc.
DECREASED
Shares12,274 from 15,903
Change-3,629 (-23%)
Value$611.9K (-$181.1K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares11,253 from 14,673
Change-3,420 (-23%)
Value$560.9K (-$170.6K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares11,219 from 8,491
Change+2,728 (+32%)
Value$559.3K (+$135.9K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$548.4K (-$110)
Filed 2026-10-13
Briggs Wealth Management, Inc
DECREASED
Shares10,892 from 12,094
Change-1,202 (-10%)
Value$543.0K (-$60.0K)
Filed 2026-10-26
Encompass More Asset Management
INCREASED
Shares10,492 from 9,944
Change+548 (+6%)
Value$523.0K (+$27.2K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED
Shares10,315 from 10,315
Change0 (0%)
Value$514.2K (-$103)
Filed 2026-10-14
Strong Tower Advisory Services
DECREASED
Shares9,943 from 10,995
Change-1,052 (-10%)
Value$495.7K (-$52.6K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares9,504 from 9,192
Change+312 (+3%)
Value$474 (+$16)
Filed 2026-10-02
Golden State Wealth Management, LLC
DECREASED
Shares9,271 from 9,633
Change-362 (-4%)
Value$462.2K (-$18.2K)
Filed 2026-11-02
KPP Advisory Services LLC
UNCHANGED
Shares9,143 from 9,143
Change0 (0%)
Value$455.8K (-$91)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
DECREASED
Shares9,118 from 10,060
Change-942 (-9%)
Value$454.6K (-$47.0K)
Filed 2026-10-28
Financial Guidance Group, Inc.
UNCHANGED
Shares8,900 from 8,900
Change0 (0%)
Value$443.7K (-$89)
Filed 2026-10-21
Westside Investment Management, Inc.
DECREASED
Shares8,750 from 10,800
Change-2,050 (-19%)
Value$436.2K (-$102.3K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
DECREASED
Shares8,741 from 9,454
Change-713 (-8%)
Value$435.8K (-$35.6K)
Filed 2026-10-16
Aviance Capital Partners, LLC
DECREASED
Shares8,654 from 14,664
Change-6,010 (-41%)
Value$431.4K (-$299.7K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
INCREASED
Shares8,300 from 7,500
Change+800 (+11%)
Value$413.8K (+$39.8K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
NEW
Shares8,227
Change+8,227
Value$410.1K
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares8,202 from 8,971
Change-769 (-9%)
Value$408.9K (-$38.4K)
Filed 2026-10-26
Cassilly Financial Group LLC
DECREASED
Shares8,101 from 18,119
Change-10,018 (-55%)
Value$403.8K (-$499.6K)
Filed 2026-10-07
Integras Partners LLC
INCREASED
Shares7,741 from 6,517
Change+1,224 (+19%)
Value$385.9K (+$61.0K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
DECREASED
Shares7,689 from 8,082
Change-393 (-5%)
Value$383.6K (-$19.4K)
Filed 2026-10-09
Hofer & Associates. Inc
NEW
Shares7,506
Change+7,506
Value$374.2K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares7,506 from 8,634
Change-1,128 (-13%)
Value$374.2K (-$56.3K)
Filed 2026-10-14
Roxbury Financial LLC
INCREASED
Shares7,482 from 7,030
Change+452 (+6%)
Value$373.0K (+$22.4K)
Filed 2026-10-01
Annex Advisory Services, LLC
INCREASED
Shares6,799 from 6,697
Change+102 (+2%)
Value$338.9K (+$5.0K)
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares6,625 from 12,871
Change-6,246 (-49%)
Value$330.3K (-$312.4K)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
NEW
Shares6,400
Change+6,400
Value$319.0K
Filed 2026-11-05
Acorn Financial Advisory Services Inc
DECREASED
Shares6,256 from 15,883
Change-9,627 (-61%)
Value$311.9K (-$480.1K)
Filed 2026-11-02
Five Pine Wealth Management
NEW
Shares6,194
Change+6,194
Value$308.8K
Filed 2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares6,007 from 6,007
Change0 (0%)
Value$299.5K (-$60)
Filed 2026-10-14
Simon Quick Advisors, LLC
NEW
Shares5,859
Change+5,859
Value$292.1K
Filed 2026-10-26
Latitude Advisors, LLC
DECREASED
Shares5,813 from 6,650
Change-837 (-13%)
Value$289.8K (-$41.8K)
Filed 2026-10-27
Financial Planning Hawaii, Inc.
NEW
Shares5,639
Change+5,639
Value$281.1K
Filed 2026-10-13
Barrett & Company, Inc.
NEW
Shares5,509
Change+5,509
Value$274.6K
Filed 2026-10-22
Sky Investment Group LLC
NEW
Shares5,500
Change+5,500
Value$274.2K
Filed 2026-10-30
Castleview Partners, LLC
DECREASED
Shares5,460 from 5,688
Change-228 (-4%)
Value$272.2K (-$11.4K)
Filed 2026-10-09
Sunpointe, LLC
DECREASED
Shares5,413 from 6,339
Change-926 (-15%)
Value$269.8K (-$46.2K)
Filed 2026-10-22
Venture Visionary Partners LLC
UNCHANGED
Shares5,402 from 5,402
Change0 (0%)
Value$269.3K (-$54)
Filed 2026-10-07
Astra Wealth Partners LLC
DECREASED
Shares5,269 from 5,341
Change-72 (-1%)
Value$262.7K (-$3.6K)
Filed 2026-11-06
Crown Wealth Group, LLC
DECREASED
Shares5,266 from 5,500
Change-234 (-4%)
Value$262.5K (-$11.7K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares5,242 from 7,727
Change-2,485 (-32%)
Value$261.3K (-$124.0K)
Filed 2026-11-04
Centerpoint Advisory Group
UNCHANGED
Shares5,215 from 5,215
Change0 (0%)
Value$260.0K (-$52)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares5,095 from 7,718
Change-2,623 (-34%)
Value$254.0K (-$130.8K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED
Shares5,013 from 5,013
Change0 (0%)
Value$249.9K (-$50)
Filed 2026-11-02
Level Four Advisory Services, LLC
NEW
Shares5,002
Change+5,002
Value$249.4K
Filed 2026-11-06
Occidental Asset Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$249.3K (-$50)
Filed 2026-11-05
Sunrise Financial Services, LLC
DECREASED
Shares4,992 from 7,773
Change-2,781 (-36%)
Value$248.9K (-$138.7K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares4,894 from 6,247
Change-1,353 (-22%)
Value$244.0K (-$67.5K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares4,331 from 5,500
Change-1,169 (-21%)
Value$215.9K (-$58.3K)
Filed 2026-10-23
Elevation Wealth Management LLC
DECREASED
Shares4,269 from 4,279
Change-10 (0%)
Value$212.8K (-$542)
Filed 2026-11-02
Center for Financial Planning, Inc.
NEW
Shares3,964
Change+3,964
Value$197.6K
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares3,564 from 2,735
Change+829 (+30%)
Value$177.7K (+$41.3K)
Filed 2026-11-06
Next Level Wealth Planning, LLC
NEW
Shares3,030
Change+3,030
Value$151.0K
Filed 2026-10-29
PNC Financial Services Group, Inc.
NEW
Shares2,664
Change+2,664
Value$132.8K
Filed 2026-11-06
S.A. Mason LLC
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$123.4K (-$25)
Filed 2026-10-13
Zions Bancorporation, National Association
NEW
Shares794
Change+794
Value$39.6K
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares719 from 712
Change+7 (+1%)
Value$35.8K (+$353)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$29.9K (-$6)
Filed 2026-10-13
Compass Financial Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$24.9K (-$5)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares480 from 542
Change-62 (-11%)
Value$23.9K (-$3.1K)
Filed 2026-10-08
Tsfg, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$22 (-$22.0K)
Filed 2026-10-23
Rossby Financial, LCC
NEW
Shares333
Change+333
Value$16.6K
Filed 2026-11-05
TD Waterhouse Canada Inc.
NEW
Shares245
Change+245
Value$12.2K
Filed 2026-10-16
Nemes Rush Group LLC
NEW
Shares230
Change+230
Value$11.5K
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$11.0K (-$3)
Filed 2026-10-29
Elevated Capital Advisors, LLC
DECREASED
Shares80 from 400
Change-320 (-80%)
Value$4.0K (-$16.0K)
Filed 2026-11-04
Rothwell Investment Advisors, LLC
NEW
Shares14
Change+14
Value$723
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$108 ($0)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$997.0K
Filed 2026-10-29
Succession Financial, Inc.
CLOSED
Shares0 from 96,714
Change-96,714 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-14
Compass Financial Group, Inc. (Ohio)
CLOSED
Shares0 from 29,962
Change-29,962 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 23,418
Change-23,418 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-30
TrueWealth Advisors, LLC
CLOSED
Shares0 from 13,794
Change-13,794 (-100%)
Value$0 (-$687.8K)
Filed 2026-10-09
Wellington Shields & Co., LLC
CLOSED
Shares0 from 12,100
Change-12,100 (-100%)
Value$0 (-$603.3K)
Filed 2026-11-03
Accurate Wealth Management, LLC
CLOSED
Shares0 from 11,461
Change-11,461 (-100%)
Value$0 (-$572.2K)
Filed 2026-10-20
Fiduciary Alliance LLC
CLOSED
Shares0 from 11,125
Change-11,125 (-100%)
Value$0 (-$554.7K)
Filed 2026-10-13
Brady Family Wealth, LLC
CLOSED
Shares0 from 7,951
Change-7,951 (-100%)
Value$0 (-$396.4K)
Filed 2026-11-02
Ceera Investments, LLC
CLOSED
Shares0 from 7,512
Change-7,512 (-100%)
Value$0 (-$374.5K)
Filed 2026-11-02
Integrity Alliance, Llc.
CLOSED
Shares0 from 5,323
Change-5,323 (-100%)
Value$0 (-$265.4K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 4,500
Change-4,500 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-19
Ballast Financial Advisors LLC
CLOSED
Shares0 from 4,116
Change-4,116 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-26
Oakworth Capital, Inc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$59.8K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$27.6K)
Filed 2026-10-21
GoalVest Advisory LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-02
Lanark Financial, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$24.9K)
Filed 2026-10-26
North Star Investment Management Corp.
CLOSED
Shares0 from 311
Change-311 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-27
Coston, McIsaac & Partners
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4)
Filed 2026-11-06
Mather Group, Llc.
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-14
Morgan Stanley
N/A
Shares— from 12,835,609
Change-12,835,609 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,551,219
Change-3,551,219 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,542,975
Change-3,542,975 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,354,595
Change-3,354,595 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,084,853
Change-1,084,853 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,065,523
Change-1,065,523 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 994,825
Change-994,825 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 896,609
Change-896,609 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 832,046
Change-832,046 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 825,437
Change-825,437 (-100%)
Value—
UBS Group AG
N/A
Shares— from 668,134
Change-668,134 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 655,209
Change-655,209 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 624,381
Change-624,381 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 590,929
Change-590,929 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 562,324
Change-562,324 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 472,998
Change-472,998 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 425,965
Change-425,965 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 384,417
Change-384,417 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 379,685
Change-379,685 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 356,748
Change-356,748 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 347,022
Change-347,022 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 345,273
Change-345,273 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 332,352
Change-332,352 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 326,051
Change-326,051 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 314,923
Change-314,923 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 266,155
Change-266,155 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 254,378
Change-254,378 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 252,531
Change-252,531 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 251,388
Change-251,388 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 243,992
Change-243,992 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 235,703
Change-235,703 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 221,786
Change-221,786 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 219,117
Change-219,117 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 201,407
Change-201,407 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 191,640
Change-191,640 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 171,661
Change-171,661 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 171,315
Change-171,315 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 167,283
Change-167,283 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 161,092
Change-161,092 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 150,849
Change-150,849 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 141,340
Change-141,340 (-100%)
Value—
&partners
N/A
Shares— from 137,090
Change-137,090 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 131,916
Change-131,916 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 124,890
Change-124,890 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 116,773
Change-116,773 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 112,142
Change-112,142 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 105,550
Change-105,550 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 96,299
Change-96,299 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 89,306
Change-89,306 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 80,553
Change-80,553 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 72,224
Change-72,224 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 71,756
Change-71,756 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 67,480
Change-67,480 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 66,452
Change-66,452 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 58,613
Change-58,613 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 50,140
Change-50,140 (-100%)
Value—
Betterment LLC
N/A
Shares— from 49,169
Change-49,169 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 48,664
Change-48,664 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 47,378
Change-47,378 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 44,576
Change-44,576 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 43,636
Change-43,636 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 41,448
Change-41,448 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 39,863
Change-39,863 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 36,800
Change-36,800 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 36,121
Change-36,121 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 34,700
Change-34,700 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 34,553
Change-34,553 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 34,211
Change-34,211 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 33,582
Change-33,582 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,878
Change-27,878 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 27,302
Change-27,302 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 25,826
Change-25,826 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 25,071
Change-25,071 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,014
Change-25,014 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,828
Change-24,828 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 24,580
Change-24,580 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 24,314
Change-24,314 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,088
Change-24,088 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,052
Change-24,052 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 22,940
Change-22,940 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 22,151
Change-22,151 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 20,194
Change-20,194 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 20,050
Change-20,050 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 20,048
Change-20,048 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 18,886
Change-18,886 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,682
Change-18,682 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,460
Change-18,460 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 18,241
Change-18,241 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 18,202
Change-18,202 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,622
Change-17,622 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 17,431
Change-17,431 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,299
Change-13,299 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 13,104
Change-13,104 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,883
Change-12,883 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,998
Change-11,998 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 11,622
Change-11,622 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,498
Change-11,498 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 11,361
Change-11,361 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 10,069
Change-10,069 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 10,021
Change-10,021 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,994
Change-7,994 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,453
Change-6,453 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 870
Change-870 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 308
Change-308 (-100%)
Value—
Status
LPL Financial LLC
INCREASED11,505,07611,182,265+322,811+3%$557.5M$573.5M+$16.0M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED2,020,932833,243+1,187,689+143%$41.6M$100.8M+$59.2M2026-10-13
Obermeyer Wealth Partners
INCREASED1,732,8111,498,328+234,483+16%$74.7M$86.4M+$11.7M2026-10-21
Commonwealth Equity Services, LLC
INCREASED1,692,708951,425+741,283+78%$47.4M$84.4M+$36.9M2026-11-02
Alpine Bank Wealth Management
INCREASED872,100292,448+579,652+198%$14.6M$43.5M+$28.9M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED620,692493,762+126,930+26%$24.6M$30.9K-$24.6M2026-11-02
Capital Investment Counsel, Inc
INCREASED559,776528,870+30,906+6%$26.4M$27.9M+$1.5M2026-10-20
MBL Wealth, LLC
INCREASED523,927258,051+265,876+103%$12.9M$26.1M+$13.3M2026-10-22
Sterling Group Wealth Management, LLC
INCREASED463,419292,952+170,467+58%$14.6M$23.1M+$8.5M2026-11-03
Central Trust Co
INCREASED450,874385,887+64,987+17%$19.2M$22.5M+$3.2M2026-11-05
Ibex Wealth Advisors
INCREASED396,299390,210+6,089+2%$19.5M$19.8M+$299.7K2026-11-06
Kestra Advisory Services, LLC
DECREASED388,760399,088-10,328-3%$19.9M$19.4M-$518.9K2026-11-02
Intrua Financial, LLC
INCREASED307,743179,161+128,582+72%$8.9M$15.3M+$6.4M2026-10-28
Family Office Research LLC
INCREASED303,655278,261+25,394+9%$13.9M$15.1M+$1.3M2026-10-14
Truist Financial Corp
INCREASED213,670191,818+21,852+11%$9.6M$10.7M+$1.1M2026-10-30
RFG Advisory, LLC
INCREASED202,601161,207+41,394+26%$8.0M$10.1M+$2.1M2026-11-03
Money Concepts Capital Corp
INCREASED196,092176,293+19,799+11%$8.8M$9.8M+$985.2K2026-11-06
Spinnaker Investment Group, LLC
INCREASED193,408150,256+43,152+29%$7.5M$9.6M+$2.1M2026-10-13
Creative Planning
DECREASED190,489233,332-42,843-18%$11.6M$9.5M-$2.1M2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED162,284105,736+56,548+53%$5.3M$8.1M+$2.8M2026-10-23
Revolve Wealth Partners, LLC
DECREASED148,615194,142-45,527-23%$9.7M$7.4M-$2.3M2026-10-23
First Heartland Consultants, Inc.
DECREASED141,102145,921-4,819-3%$7.3M$7.0M-$241.6K2026-10-08
Clear Creek Financial Management, LLC
DECREASED140,327143,368-3,041-2%$7.1M$7.0M-$153.0K2026-10-28
Apella Capital, LLC
DECREASED131,980171,558-39,578-23%$8.6M$6.6M-$2.0M2026-10-08
Kestra Private Wealth Services, LLC
INCREASED127,90354,187+73,716+136%$2.7M$6.4M+$3.7M2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED127,145125,083+2,062+2%$6.2M$6.3M+$101.5K2026-10-15
Cypress Capital, LLC
DECREASED116,216119,748-3,532-3%$6.0M$5.8M-$177.3K2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED113,913264,283-150,370-57%$13.2M$5.7M-$7.5M2026-10-08
KW Wealth Management LLC
NEW108,816—+108,816——$5.4M—2026-10-28
Fortis Group Advisors, LLC
INCREASED104,265102,248+2,017+2%$5.1M$5.2M+$100.6K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED103,15935,104+68,055+194%$1.8M$5.1M+$3.4M2026-10-16
Forum Financial Management, LP
INCREASED101,05095,590+5,460+6%$4.8M$5.0M+$271.2K2026-10-16
Farther Finance Advisors, LLC
DECREASED100,829106,276-5,447-5%$5.3M$5.0M-$272.6K2026-10-08
Tcfg Investment Advisors, LLC
DECREASED100,447229,915-129,468-56%$11.5M$5.0M-$6.5M2026-10-20
Vision Financial Markets LLC
DECREASED93,59595,685-2,090-2%$4.8M$4.7M-$105.1K2026-10-22
Davenport & Co LLC
INCREASED92,63079,589+13,041+16%$4.0M$4.6M+$649.3K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED91,43610,000+81,436+814%$498.5K$4.6M+$4.1M2026-10-13
Total Investment Management Inc
DECREASED80,790139,261-58,471-42%$6.9M$4.0M-$2.9M2026-10-22
Sage Mountain Advisors LLC
DECREASED78,87278,922-500%$3.9M$3.9M-$3.3K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED78,49175,134+3,357+4%$3.7M$3.9M+$166.6K2026-10-21
Formidable Asset Management, LLC
DECREASED73,50574,459-954-1%$3.7M$3.7M-$47.6K2026-11-03
Global View Capital Management LLC
DECREASED72,63879,664-7,026-9%$4.0M$3.6M-$351.0K2026-10-28
Ascentis Independent Advisors
NEW66,816—+66,816——$3.3M—2026-11-03
Verdence Capital Advisors LLC
NEW66,429—+66,429——$3.3M—2026-10-26
Matauro, LLC
INCREASED66,42664,552+1,874+3%$3.2M$3.3M+$92.8K2026-11-03
Rockport Wealth LLC
INCREASED58,65456,095+2,559+5%$2.8M$2.9M+$127.0K2026-11-03
MGO One Seven LLC
DECREASED56,79356,935-1420%$2.8M$2.8M-$7.7K2026-10-28
Mattern Wealth Management LLC
INCREASED56,69135,063+21,628+62%$1.7M$2.8M+$1.1M2026-11-04
J.W. Cole Advisors, Inc.
INCREASED56,41123,912+32,499+136%$1.2M$2.8M+$1.6M2026-11-05
Independent Financial Group, LLC
DECREASED54,38656,120-1,734-3%$2.8M$2.7M-$87.0K2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED52,88956,140-3,251-6%$2.8M$2.6M-$162.6K2026-10-23
Parallel Advisors, LLC
INCREASED52,01343,756+8,257+19%$2.2M$2.6M+$411.2K2026-11-03
Crew Capital Management, Ltd
DECREASED51,32752,418-1,091-2%$2.6M$2.6M-$54.9K2026-10-28
Avail Investment Partners, LLC
INCREASED50,09946,666+3,433+7%$2.3M$2.5M+$170.7K2026-10-16
Investment Research Partners LLC
INCREASED50,09946,666+3,433+7%$2.3M$2.5M+$170.7K2026-10-19
Spectrum Planning & Advisory Services Inc.
NEW49,089—+49,089——$2.4M—2026-11-05
Transcendent Capital Group LLC
INCREASED47,61029,087+18,523+64%$1.5M$2.4M+$923.1K2026-10-28
Apollon Financial, LLC
INCREASED47,47916,944+30,535+180%$844.8K$2.4M+$1.5M2026-10-23
Daymark Wealth Partners, LLC
INCREASED47,26637,620+9,646+26%$1.9M$2.4M+$480.5K2026-11-04
Lido Advisors, LLC
DECREASED46,28149,332-3,051-6%$2.5M$2.3M-$152.6K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED46,14041,282+4,858+12%$2.1M$2.3M+$241.8K2026-11-03
International Assets Investment Management, LLC
DECREASED45,95549,581-3,626-7%$2.5M$2.3M-$180.8K2026-11-02
Balefire, LLC
DECREASED42,40048,969-6,569-13%$2.4M$2.1M-$327.9K2026-10-09
Wedbush Securities Inc
DECREASED42,05147,640-5,589-12%$2.4M$2.1K-$2.4M2026-10-22
Flagship Harbor Advisors, LLC
DECREASED42,03352,727-10,694-20%$2.6M$2.1M-$533.5K2026-10-26
Fifth Third Bancorp
DECREASED41,30151,318-10,017-20%$2.6M$2.1M-$499.9K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED41,18135,320+5,861+17%$1.8M$2.1M+$291.9K2026-10-28
Wealth Advisory Solutions, LLC
DECREASED41,11948,470-7,351-15%$2.4M$2.0M-$366.9K2026-10-20
Clarus Group, Inc.
INCREASED41,07635,676+5,400+15%$1.8M$2.0M+$268.8K2026-10-21
Harbour Capital Advisors, LLC
INCREASED40,18023,615+16,565+70%$1.2M$2.0M+$823.9K2026-10-13
Maia Wealth LLC
DECREASED38,45049,260-10,810-22%$2.5M$1.9M-$539.3K2026-10-19
Sigma Planning Corp
DECREASED38,39041,648-3,258-8%$2.1M$1.9M-$162.8K2026-10-23
Fifth Third Securities, Inc.
NEW37,875—+37,875——$1.9M—2026-10-21
Prairie Advisory, LLC
INCREASED37,62611,804+25,822+219%$588.5K$1.9M+$1.3M2026-10-19
Core Wealth Partners LLC
INCREASED34,82717,727+17,100+96%$883.9K$1.7M+$852.3K2026-11-02
Redwood Family Wealth LLC
INCREASED34,32434,070+254+1%$1.7M$1.7M+$12.3K2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED33,85950,589-16,730-33%$2.5M$1.7M-$834.5K2026-10-30
Koshinski Asset Management, Inc.
DECREASED31,55533,967-2,412-7%$1.7M$1.6M-$120.6K2026-10-29
StoneX Group Inc.
INCREASED27,57216,055+11,517+72%$800.5K$1.4M+$574.4K2026-11-03
Warner Financial, Inc
INCREASED27,06123,892+3,169+13%$1.2M$1.3M+$157.7K2026-11-06
Ignite Planners, LLC
INCREASED26,63124,644+1,987+8%$1.2M$1.3M+$174.4K2026-10-14
Cane Capital Partners, LLC
DECREASED24,84525,940-1,095-4%$1.3M$1.2M-$54.8K2026-10-23
AdvisorNet Financial, Inc
DECREASED24,24333,560-9,317-28%$1.7M$1.2M-$463.0K2026-10-15
Altfest L J & Co Inc
INCREASED23,10623,105+10%$1.2M$1.2M-$2012026-10-27
Glass Jacobson Investment Advisors llc
DECREASED23,06823,627-559-2%$1.2M$1.1M-$28.1K2026-10-26
Global Assets Advisory, LLC
INCREASED22,09220,077+2,015+10%$1.0M$1.1M+$100.5K2026-10-28
Private Trust Co NA
INCREASED21,39119,802+1,589+8%$987.3K$1.1M+$79.0K2026-10-20
KG Capital Management
DECREASED21,28321,392-109-1%$1.1M$1.1M-$5.7K2026-10-15
Eagle Strategies LLC
INCREASED21,00920,858+151+1%$1.0M$1.0M+$7.3K2026-10-16
Meridian Wealth Management, LLC
INCREASED20,4889,314+11,174+120%$464.4K$1.0M+$556.9K2026-11-05
Flynn Zito Capital Management, LLC
DECREASED20,29827,040-6,742-25%$1.3M$1.0M-$336.4K2026-11-04
IFP Advisors, Inc
DECREASED20,21532,155-11,940-37%$1.6M$1.0M-$595.5K2026-10-16
Longview Financial Advisors, Inc.
DECREASED19,03236,962-17,930-49%$1.8M$948.8K-$894.1K2026-10-09
Cornerstone Wealth Management, LLC
INCREASED16,12713,709+2,418+18%$683.5K$803.9K+$120.4K2026-11-04
Latigo Investments, LLC
NEW16,013—+16,013——$798.2K—2026-10-29
Spire Wealth Management
INCREASED15,19215,109+83+1%$753.3K$757.3K+$4.0K2026-10-30
Trilogy Capital Inc.
DECREASED14,78515,209-424-3%$758.3K$737.0K-$21.3K2026-10-20
Trinity Wealth Management, LLC
NEW14,600—+14,600——$727.8K—2026-10-13
Fell Capital Management
DECREASED14,60014,850-250-2%$740.4K$727.8K-$12.6K2026-10-09
Boyum Wealth Architects LLC
DECREASED14,38519,313-4,928-26%$964.3K$717.5K-$246.8K2026-10-06
Royal Fund Management, LLC
INCREASED14,31413,467+847+6%$671.5K$713.6K+$42.1K2026-10-22
Park Edge Advisors, LLC
INCREASED13,9697,615+6,354+83%$379.7K$696.4K+$316.7K2026-10-28
Saxon Interests, Inc.
NEW13,752—+13,752——$685.5K—2026-10-26
Valtinson Bruner Financial Planning LLC
INCREASED13,05011,920+1,130+9%$594.3K$650.6K+$56.2K2026-11-02
Vontobel Holding Ltd.
NEW13,000—+13,000——$648.1K—2026-10-16
Diversified Trust Co
UNCHANGED12,50312,50300%$623.4K$623.3K-$1242026-11-06
WMG Financial Advisors, LLC
UNCHANGED12,35612,35600%$616.1K$616.1K$02026-10-28
Moors & Cabot, Inc.
DECREASED12,27415,903-3,629-23%$792.9K$611.9K-$181.1K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED11,25314,673-3,420-23%$731.6K$560.9K-$170.6K2026-11-04
Perigon Wealth Management, LLC
INCREASED11,2198,491+2,728+32%$423.4K$559.3K+$135.9K2026-10-22
Dynamic Advisor Solutions LLC
UNCHANGED11,00011,00000%$548.5K$548.4K-$1102026-10-13
Briggs Wealth Management, Inc
DECREASED10,89212,094-1,202-10%$603.0K$543.0K-$60.0K2026-10-26
Encompass More Asset Management
INCREASED10,4929,944+548+6%$495.8K$523.0K+$27.2K2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED10,31510,31500%$514.3K$514.2K-$1032026-10-14
Strong Tower Advisory Services
DECREASED9,94310,995-1,052-10%$548.2K$495.7K-$52.6K2026-10-13
CX Institutional
INCREASED9,5049,192+312+3%$458$474+$162026-10-02
Golden State Wealth Management, LLC
DECREASED9,2719,633-362-4%$480.3K$462.2K-$18.2K2026-11-02
KPP Advisory Services LLC
UNCHANGED9,1439,14300%$455.9K$455.8K-$912026-10-26
Outlook Wealth Advisors, LLC
DECREASED9,11810,060-942-9%$501.6K$454.6K-$47.0K2026-10-28
Financial Guidance Group, Inc.
UNCHANGED8,9008,90000%$443.8K$443.7K-$892026-10-21
Westside Investment Management, Inc.
DECREASED8,75010,800-2,050-19%$538.5K$436.2K-$102.3K2026-11-02
Opal Wealth Advisors, LLC
DECREASED8,7419,454-713-8%$471.4K$435.8K-$35.6K2026-10-16
Aviance Capital Partners, LLC
DECREASED8,65414,664-6,010-41%$731.1K$431.4K-$299.7K2026-10-29
Samalin Investment Counsel, LLC
INCREASED8,3007,500+800+11%$374.0K$413.8K+$39.8K2026-10-23
Axxcess Wealth Management, LLC
NEW8,227—+8,227——$410.1K—2026-10-21
Oppenheimer & Co Inc
DECREASED8,2028,971-769-9%$447.3K$408.9K-$38.4K2026-10-26
Cassilly Financial Group LLC
DECREASED8,10118,119-10,018-55%$903.4K$403.8K-$499.6K2026-10-07
Integras Partners LLC
INCREASED7,7416,517+1,224+19%$324.9K$385.9K+$61.0K2026-10-30
Castle Rock Wealth Management, LLC
DECREASED7,6898,082-393-5%$403.0K$383.6K-$19.4K2026-10-09
Hofer & Associates. Inc
NEW7,506—+7,506——$374.2K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED7,5068,634-1,128-13%$430.5K$374.2K-$56.3K2026-10-14
Roxbury Financial LLC
INCREASED7,4827,030+452+6%$350.5K$373.0K+$22.4K2026-10-01
Annex Advisory Services, LLC
INCREASED6,7996,697+102+2%$333.9K$338.9K+$5.0K2026-10-16
Capital Square, LLC
DECREASED6,62512,871-6,246-49%$642.6K$330.3K-$312.4K2026-10-19
Williams Jones Wealth Management, Llc.
NEW6,400—+6,400——$319.0K—2026-11-05
Acorn Financial Advisory Services Inc
DECREASED6,25615,883-9,627-61%$791.9K$311.9K-$480.1K2026-11-02
Five Pine Wealth Management
NEW6,194—+6,194——$308.8K—2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED6,0076,00700%$299.5K$299.5K-$602026-10-14
Simon Quick Advisors, LLC
NEW5,859—+5,859——$292.1K—2026-10-26
Latitude Advisors, LLC
DECREASED5,8136,650-837-13%$331.6K$289.8K-$41.8K2026-10-27
Financial Planning Hawaii, Inc.
NEW5,639—+5,639——$281.1K—2026-10-13
Barrett & Company, Inc.
NEW5,509—+5,509——$274.6K—2026-10-22
Sky Investment Group LLC
NEW5,500—+5,500——$274.2K—2026-10-30
Castleview Partners, LLC
DECREASED5,4605,688-228-4%$283.6K$272.2K-$11.4K2026-10-09
Sunpointe, LLC
DECREASED5,4136,339-926-15%$316.1K$269.8K-$46.2K2026-10-22
Venture Visionary Partners LLC
UNCHANGED5,4025,40200%$269.3K$269.3K-$542026-10-07
Astra Wealth Partners LLC
DECREASED5,2695,341-72-1%$266.3K$262.7K-$3.6K2026-11-06
Crown Wealth Group, LLC
DECREASED5,2665,500-234-4%$274.2K$262.5K-$11.7K2026-10-19
Uptick Partners, LLC
DECREASED5,2427,727-2,485-32%$385.3K$261.3K-$124.0K2026-11-04
Centerpoint Advisory Group
UNCHANGED5,2155,21500%$260.0K$260.0K-$522026-10-23
US Bancorp \de\
DECREASED5,0957,718-2,623-34%$384.8K$254.0K-$130.8K2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED5,0135,01300%$249.9K$249.9K-$502026-11-02
Level Four Advisory Services, LLC
NEW5,002—+5,002——$249.4K—2026-11-06
Occidental Asset Management, LLC
UNCHANGED5,0005,00000%$249.3K$249.3K-$502026-11-05
Sunrise Financial Services, LLC
DECREASED4,9927,773-2,781-36%$387.6K$248.9K-$138.7K2026-10-21
Atria Investments, Inc
DECREASED4,8946,247-1,353-22%$311.5K$244.0K-$67.5K2026-10-15
Apollon Wealth Management, LLC
DECREASED4,3315,500-1,169-21%$274.2K$215.9K-$58.3K2026-10-23
Elevation Wealth Management LLC
DECREASED4,2694,279-100%$213.3K$212.8K-$5422026-11-02
Center for Financial Planning, Inc.
NEW3,964—+3,964——$197.6K—2026-10-26
Allworth Financial LP
INCREASED3,5642,735+829+30%$136.4K$177.7K+$41.3K2026-11-06
Next Level Wealth Planning, LLC
NEW3,030—+3,030——$151.0K—2026-10-29
PNC Financial Services Group, Inc.
NEW2,664—+2,664——$132.8K—2026-11-06
S.A. Mason LLC
UNCHANGED2,4752,47500%$123.4K$123.4K-$252026-10-13
Zions Bancorporation, National Association
NEW794—+794——$39.6K—2026-11-06
Creative Financial Designs Inc
INCREASED719712+7+1%$35.5K$35.8K+$3532026-11-04
Harbor Investment Advisory, LLC
UNCHANGED60060000%$29.9K$29.9K-$62026-10-13
Compass Financial Management LLC
UNCHANGED50050000%$24.9K$24.9K-$52026-10-30
CoreCap Advisors, LLC
DECREASED480542-62-11%$27.0K$23.9K-$3.1K2026-10-08
Tsfg, LLC
UNCHANGED43843800%$22.0K$22-$22.0K2026-10-23
Rossby Financial, LCC
NEW333—+333——$16.6K—2026-11-05
TD Waterhouse Canada Inc.
NEW245—+245——$12.2K—2026-10-16
Nemes Rush Group LLC
NEW230—+230——$11.5K—2026-11-04
NorthAvenue LLC
UNCHANGED22022000%$11.0K$11.0K-$32026-10-29
Elevated Capital Advisors, LLC
DECREASED80400-320-80%$19.9K$4.0K-$16.0K2026-11-04
Rothwell Investment Advisors, LLC
NEW14—+14——$723—2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$108$108$02026-10-23
Prairie Wealth Advisors, Inc.
NEW0—0——$997.0K—2026-10-29
Succession Financial, Inc.
CLOSED096,714-96,714-100%$4.8M$0-$4.8M2026-10-14
Compass Financial Group, Inc. (Ohio)
CLOSED029,962-29,962-100%$1.5M$0-$1.5M2026-10-19
Capital Investment Advisory Services, LLC
CLOSED023,418-23,418-100%$1.2M$0-$1.2M2026-10-30
TrueWealth Advisors, LLC
CLOSED013,794-13,794-100%$687.8K$0-$687.8K2026-10-09
Wellington Shields & Co., LLC
CLOSED012,100-12,100-100%$603.3K$0-$603.3K2026-11-03
Accurate Wealth Management, LLC
CLOSED011,461-11,461-100%$572.2K$0-$572.2K2026-10-20
Fiduciary Alliance LLC
CLOSED011,125-11,125-100%$554.7K$0-$554.7K2026-10-13
Brady Family Wealth, LLC
CLOSED07,951-7,951-100%$396.4K$0-$396.4K2026-11-02
Ceera Investments, LLC
CLOSED07,512-7,512-100%$374.5K$0-$374.5K2026-11-02
Integrity Alliance, Llc.
CLOSED05,323-5,323-100%$265.4K$0-$265.4K2026-10-29
CFS Investment Advisory Services, LLC
CLOSED04,500-4,500-100%$224.5K$0-$224.5K2026-10-19
Ballast Financial Advisors LLC
CLOSED04,116-4,116-100%$205.2K$0-$205.2K2026-10-26
Oakworth Capital, Inc.
CLOSED01,200-1,200-100%$59.8K$0-$59.8K2026-10-26
LifeSteps Financial, Inc.
CLOSED0600-600-100%$29.9K$0-$29.9K2026-10-15
Assetmark, Inc
CLOSED0554-554-100%$27.6K$0-$27.6K2026-10-21
GoalVest Advisory LLC
CLOSED0520-520-100%$25.9K$0-$25.9K2026-10-02
Lanark Financial, Inc.
CLOSED0500-500-100%$24.9K$0-$24.9K2026-10-26
North Star Investment Management Corp.
CLOSED0311-311-100%$15.5K$0-$15.5K2026-10-27
Coston, McIsaac & Partners
CLOSED0100-100-100%$4$0-$42026-11-06
Mather Group, Llc.
CLOSED044-44-100%$2.2K$0-$2.2K2026-10-14
Morgan Stanley
N/A—12,835,609-12,835,609-100%$640.0M———
Stifel Financial Corp
N/A—3,551,219-3,551,219-100%$177.1M———
Raymond James Financial Inc
N/A—3,542,975-3,542,975-100%$176.7M———
Wells Fargo & Company
N/A—3,354,595-3,354,595-100%$167.3M———
Private Advisor Group, LLC
N/A—1,084,853-1,084,853-100%$54.1M———
Benjamin Edwards Inc
N/A—1,065,523-1,065,523-100%$53.1M———
Envestnet Asset Management Inc
N/A—994,825-994,825-100%$49.6M———
HighTower Advisors, LLC
N/A—896,609-896,609-100%$44.7M———
MML Investors Services, LLC
N/A—832,046-832,046-100%$41.5M———
F/m Investments LLC
N/A—825,437-825,437-100%$41.2M———
UBS Group AG
N/A—668,134-668,134-100%$33.3M———
Equitable Holdings, Inc.
N/A—655,209-655,209-100%$32.7M———
Integrated Wealth Concepts LLC
N/A—624,381-624,381-100%$31.1M———
Neuberger Berman Group LLC
N/A—590,929-590,929-100%$29.5M———
Steward Partners Investment Advisory, LLC
N/A—562,324-562,324-100%$28.0M———
Cetera Investment Advisers
N/A—472,998-472,998-100%$23.6M———
AQR Capital Management LLC
N/A—425,965-425,965-100%$21.2M———
Stratos Wealth Partners, Ltd.
N/A—384,417-384,417-100%$19.2M———
BFC Planning, Inc.
N/A—379,685-379,685-100%$18.9M———
JPMorgan Chase & Co
N/A—356,748-356,748-100%$17.8M———
Savvy Advisors, Inc.
N/A—347,022-347,022-100%$17.3M———
Flputnam Investment Management Co
N/A—345,273-345,273-100%$17.2M———
Proactive Wealth Strategies LLC
N/A—332,352-332,352-100%$16.6M———
B & T Capital Management DBA Alpha Capital Management
N/A—326,051-326,051-100%$16.3M———
Mariner, LLC
N/A—314,923-314,923-100%$15.7M———
Arax Advisory Partners
N/A—266,155-266,155-100%$13.3M———
VanWeelden Wealth Management, LLC
N/A—254,378-254,378-100%$12.7M———
Susquehanna International Group, LLP
N/A—252,531-252,531-100%$12.6M———
Generation Capital Management LLC
N/A—251,388-251,388-100%$12.5M———
Strait & Sound Wealth Management LLC
N/A—243,992-243,992-100%$12.2M———
Tidal Investments LLC
N/A—235,703-235,703-100%$11.8M———
Wealthquest Corp
N/A—221,786-221,786-100%$11.1M———
Pinnacle Financial Partners, Inc.
N/A—219,117-219,117-100%$10.9M———
EP Wealth Advisors, LLC
N/A—201,407-201,407-100%$10.0M———
Scotia Capital Inc.
N/A—191,640-191,640-100%$9.6M———
Western Wealth Management, LLC
N/A—171,661-171,661-100%$8.6M———
Coign Capital Advisors LLC
N/A—171,315-171,315-100%$8.5M———
Northwestern Mutual Wealth Management Co
N/A—167,283-167,283-100%$8.3M———
Jaffetilchin Investment Partners, LLC
N/A—161,092-161,092-100%$8.0M———
Wealthspire Retirement, LLC
N/A—150,849-150,849-100%$7.5M———
Hilton Capital Management, LLC
N/A—141,340-141,340-100%$7.0M———
&partners
N/A—137,090-137,090-100%$6.8M———
AE Wealth Management LLC
N/A—131,916-131,916-100%$6.6M———
Osaic Holdings, Inc.
N/A—124,890-124,890-100%$6.2M———
Ameritas Advisory Services, LLC
N/A—116,773-116,773-100%$5.8M———
IFG Advisory, LLC
N/A—112,142-112,142-100%$5.6M———
Founders Financial Alliance, LLC
N/A—105,550-105,550-100%$5.3M———
Sovereign Financial Group, Inc.
N/A—96,299-96,299-100%$4.8M———
Beacon Pointe Advisors, LLC
N/A—89,306-89,306-100%$4.5M———
NewEdge Advisors, LLC
N/A—80,553-80,553-100%$4.0M———
Copia Wealth Management
N/A—72,224-72,224-100%$3.6M———
Mutual Advisors, LLC
N/A—71,756-71,756-100%$3.6M———
Arkadios Wealth Advisors
N/A—67,480-67,480-100%$3.4M———
Independent Advisor Alliance
N/A—66,452-66,452-100%$3.3M———
World Investment Advisors
N/A—58,613-58,613-100%$2.9M———
Kingsview Wealth Management, LLC
N/A—50,140-50,140-100%$2.5M———
Betterment LLC
N/A—49,169-49,169-100%$2.5M———
Great Valley Advisor Group, Inc.
N/A—48,664-48,664-100%$2.4M———
Petra Financial Advisors Inc
N/A—47,378-47,378-100%$2.4M———
Aptus Capital Advisors, LLC
N/A—44,576-44,576-100%$2.2M———
Guardian Wealth Advisors, LLC / NC
N/A—43,636-43,636-100%$2.2M———
Silver Coast Investments LLC
N/A—41,448-41,448-100%$2.1M———
Ruggiero Investments, Inc.
N/A—39,863-39,863-100%$2.0M———
GatePass Capital, LLC
N/A—36,800-36,800-100%$1.8M———
Cerity Partners LLC
N/A—36,121-36,121-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—34,700-34,700-100%$1.7M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—34,553-34,553-100%$1.7M———
Sandhill Capital Partners LLC
N/A—34,211-34,211-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—33,582-33,582-100%$1.7M———
Citadel Advisors LLC
N/A—27,878-27,878-100%$1.4M———
Widmann Financial Services, Inc.
N/A—27,302-27,302-100%$1.4M———
Strategic Investment Solutions, Inc.
N/A—25,826-25,826-100%$1.3M———
Exit Wealth Advisors, Llc.
N/A—25,071-25,071-100%$1.3M———
Global Retirement Partners, LLC
N/A—25,014-25,014-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—24,828-24,828-100%$1.2M———
Summit Financial, LLC
N/A—24,580-24,580-100%$1.2M———
HighPoint Advisor Group LLC
N/A—24,314-24,314-100%$1.2M———
Mercer Global Advisors Inc
N/A—24,088-24,088-100%$1.2M———
Captrust Financial Advisors
N/A—24,052-24,052-100%$1.2M———
Capital Financial Group Inc\co\
N/A—22,940-22,940-100%$1.1M———
Prostatis Group LLC
N/A—22,151-22,151-100%$1.1M———
Denver Wealth Management, Inc.
N/A—20,194-20,194-100%$1.0M———
Bull Harbor Capital LLC
N/A—20,050-20,050-100%$999.7K———
Retirement Capital Strategies
N/A—20,048-20,048-100%$999.6K———
PeakShares LLC
N/A—20,000-20,000-100%$997.2K———
Kovack Advisors, Inc.
N/A—19,800-19,800-100%$987.2K———
Everstar Asset Management, LLC
N/A—18,886-18,886-100%$941.7K———
Principal Securities, Inc.
N/A—18,682-18,682-100%$931.5K———
Waverly Advisors, LLC
N/A—18,460-18,460-100%$920.4K———
Emerald Investment Advisers, LLC
N/A—18,241-18,241-100%$909.4K———
Janney Montgomery Scott LLC
N/A—18,202-18,202-100%$908.0K———
Sanctuary Advisors, LLC
N/A—17,645-17,645-100%$879.8K———
Ausdal Financial Partners, Inc.
N/A—17,622-17,622-100%$878.6K———
Impact Partnership Wealth, LLC
N/A—17,431-17,431-100%$869.1K———
Hilltop Holdings Inc.
N/A—16,300-16,300-100%$812.7K———
Tidemark, LLC
N/A—15,606-15,606-100%$778.1K———
CIBC World Market Inc.
N/A—13,299-13,299-100%$663.1K———
Oxbow Advisors, LLC
N/A—13,104-13,104-100%$653.4K———
CreativeOne Wealth, LLC
N/A—13,045-13,045-100%$650.4K———
Jane Street Group, LLC
N/A—12,883-12,883-100%$642.3K———
Westbourne Investments, Inc.
N/A—12,010-12,010-100%$598.8K———
NewEdge Wealth, LLC
N/A—11,998-11,998-100%$598.2K———
Hamilton Wealth, LLC
N/A—11,622-11,622-100%$579.5K———
Main Street Financial Solutions, LLC
N/A—11,498-11,498-100%$573.3K———
Trustmark Bank Trust Department
N/A—11,361-11,361-100%$566.5K———
Leavell Investment Management, Inc.
N/A—10,355-10,355-100%$516.3K———
IFC Advisors LLC
N/A—10,069-10,069-100%$502.0K———
Yukon Wealth Management, Inc.
N/A—10,021-10,021-100%$499.6K———
Mpwm Advisory Solutions, LLC
N/A—9,415-9,415-100%$469.4K———
National Bank of Canada
N/A—9,122-9,122-100%$454.7K———
Becker Capital Management Inc
N/A—9,000-9,000-100%$448.7K———
Centaurus Financial, Inc.
N/A—8,712-8,712-100%$434.0K———
Northeast Planning Associates, Inc. / NH /
N/A—8,400-8,400-100%$309.5K———
Maridea Wealth Management LLC
N/A—8,275-8,275-100%$412.6K———
Calton & Associates, Inc.
N/A—7,994-7,994-100%$398.6K———
IHT Wealth Management, LLC
N/A—7,935-7,935-100%$395.6K———
Moneta Group Investment Advisors LLC
N/A—7,523-7,523-100%$375.1K———
Quantinno Capital Management LP
N/A—7,013-7,013-100%$349.7K———
Jones Financial Companies Lllp
N/A—7,000-7,000-100%$350.0K———
Harbour Investments, Inc.
N/A—6,984-6,984-100%$348.2K———
Brookwood Investment Group LLC
N/A—6,980-6,980-100%$348.0K———
Ameriprise Financial Inc
N/A—6,925-6,925-100%$345.3K———
FMR LLC
N/A—6,787-6,787-100%$338.4K———
Bank of Montreal
N/A—6,453-6,453-100%$321.7K———
Astoria Portfolio Advisors Llc.
N/A—6,329-6,329-100%$315.6K———
Ethos Financial Group, LLC
N/A—6,198-6,198-100%$309.0K———
Camarda Financial Advisors, LLC
N/A—6,032-6,032-100%$300.8K———
Davis Wealth Advisors, LLC
N/A—5,950-5,950-100%$296.7K———
Belpointe Asset Management LLC
N/A—5,858-5,858-100%$292.1K———
Pitcairn Wealth Advisors LLC
N/A—5,318-5,318-100%$265.2K———
Luminist Capital LLC
N/A—5,313-5,313-100%$264.9K———
MAI Capital Management
N/A—5,253-5,253-100%$261.9K———
Fortress Private Ledger, LLC
N/A—5,122-5,122-100%$255.4K———
Vermillion & White Wealth Management Group, LLC
N/A—4,705-4,705-100%$234.6K———
Dakota Wealth Management
N/A—4,149-4,149-100%$206.9K———
Geneos Wealth Management Inc.
N/A—4,110-4,110-100%$204.9K———
Banque Cantonale Vaudoise
N/A—3,563-3,563-100%$178.0K———
Harborfront Financial Group LLC
N/A—3,556-3,556-100%$177.3K———
Federation des caisses Desjardins du Quebec
N/A—3,000-3,000-100%$149.6K———
LRI Investments, LLC
N/A—1,801-1,801-100%$89.8K———
Keating Financial Advisory Services, Inc.
N/A—1,728-1,728-100%$86.2K———
Rothschild Investment LLC
N/A—1,200-1,200-100%$59.8K———
Napier Financial, LLC
N/A—1,165-1,165-100%$58.1K———
Royal Bank of Canada
N/A—870-870-100%$44.0K———
Raffa Wealth Management, LLC
N/A—436-436-100%$21.7K———
Sankala Group LLC
N/A—408-408-100%$20.4K———
SouthState Bank Corp
N/A—308-308-100%$15.4K———
Showing 344 of 344 institutions