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Neos Enhanced Income 1-3 MON (CSHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Atticus Wealth Management, LLC
INCREASED
Shares996,067 from 432,170
Change+563,897 (+130%)
Value$49.5M (+$28.0M)
Filed 2026-10-20
New England Private Wealth Advisors LLC
INCREASED
Shares610,934 from 517,928
Change+93,006 (+18%)
Value$30.4M (+$4.6M)
Filed 2026-10-19
Gradient Investments LLC
INCREASED
Shares572,631 from 565,301
Change+7,330 (+1%)
Value$28.5M (+$307.8K)
Filed 2026-10-08
Retirement Planning Group, LLC
INCREASED
Shares516,977 from 438,606
Change+78,371 (+18%)
Value$25.7M (+$3.9M)
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares501,029 from 10,861
Change+490,168 (+4513%)
Value$24.9M (+$24.4M)
Filed 2026-10-22
Richard P Slaughter Associates Inc
DECREASED
Shares294,243 from 417,336
Change-123,093 (-29%)
Value$14.6M (-$6.2M)
Filed 2026-10-13
Madden Securities Corp
DECREASED
Shares263,143 from 284,043
Change-20,900 (-7%)
Value$13.1M (-$1.1M)
Filed 2026-10-27
Grantvest Financial Group LLC
INCREASED
Shares181,644 from 178,981
Change+2,663 (+1%)
Value$9.0M (+$114.5K)
Filed 2026-10-21
Gainplan LLC
INCREASED
Shares180,071 from 174,131
Change+5,940 (+3%)
Value$9.0M (+$277.9K)
Filed 2026-10-09
Global View Capital Management LLC
DECREASED
Shares162,442 from 218,240
Change-55,798 (-26%)
Value$8.1M (-$2.8M)
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares142,534 from 149,064
Change-6,530 (-4%)
Value$7.1M (-$339.5K)
Filed 2026-11-05
Independent Wealth Advisors LLC
INCREASED
Shares138,682 from 105,650
Change+33,032 (+31%)
Value$6.9M (+$1.6M)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares135,057 from 102,927
Change+32,130 (+31%)
Value$6.7M (+$1.6M)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares129,763 from 136,194
Change-6,431 (-5%)
Value$6.5M (-$333.3K)
Filed 2026-10-13
Able Wealth Management LLC
DECREASED
Shares110,574 from 161,270
Change-50,696 (-31%)
Value$5.5M (-$2.5M)
Filed 2026-10-13
FIG Financial Advisory Services Inc
INCREASED
Shares94,961 from 6,816
Change+88,145 (+1293%)
Value$4.7M (+$4.4M)
Filed 2026-10-07
True North Advisors, LLC
INCREASED
Shares94,544 from 71,928
Change+22,616 (+31%)
Value$4.7M (+$1.1M)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares81,080 from 52,474
Change+28,606 (+55%)
Value$4.0M (+$1.4M)
Filed 2026-11-02
Verus Capital Partners, LLC
INCREASED
Shares79,225 from 77,404
Change+1,821 (+2%)
Value$3.9M (+$82.8K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares77,332
Change+77,332
Value$3.8M
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares72,307 from 59,366
Change+12,941 (+22%)
Value$3.6M (+$637.4K)
Filed 2026-10-08
High Net Worth Advisory Group LLC
INCREASED
Shares58,235 from 28,255
Change+29,980 (+106%)
Value$2.9M (+$1.5M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares54,335 from 53,886
Change+449 (+1%)
Value$2.7M (+$17.0K)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
INCREASED
Shares53,954 from 48,160
Change+5,794 (+12%)
Value$2.7M (+$287.1K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
NEW
Shares53,200
Change+53,200
Value$2.6M
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares50,812 from 42,891
Change+7,921 (+18%)
Value$2.5M (+$389.0K)
Filed 2026-11-04
Split Rock Private Trading & Wealth Management, LLC
NEW
Shares46,330
Change+46,330
Value$2.3M
Filed 2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED
Shares45,201 from 47,423
Change-2,222 (-5%)
Value$2.2M (-$115.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares42,698 from 37,776
Change+4,922 (+13%)
Value$2.1M (+$240.9K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
NEW
Shares40,216
Change+40,216
Value$2.0M
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,789 from 25,766
Change+12,023 (+47%)
Value$1.9K (-$1.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares35,199 from 409,849
Change-374,650 (-91%)
Value$1.7M (-$18.7M)
Filed 2026-11-02
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares31,617 from 22,956
Change+8,661 (+38%)
Value$1.6M (+$428.3K)
Filed 2026-10-14
Heck Capital Advisors, LLC
INCREASED
Shares30,978 from 24,728
Change+6,250 (+25%)
Value$1.5M (+$308.2K)
Filed 2026-10-14
Trademark Financial Management, LLC
INCREASED
Shares28,288 from 20,212
Change+8,076 (+40%)
Value$1.4M (+$399.4K)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares28,109 from 28,109
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares27,664 from 25,920
Change+1,744 (+7%)
Value$1.4M (+$84.1K)
Filed 2026-10-08
Nations Financial Group Inc,
INCREASED
Shares25,974 from 20,405
Change+5,569 (+27%)
Value$1.3M (+$274.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,115 from 17,606
Change+4,509 (+26%)
Value$1.1M (+$222.6K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares22,022 from 22,014
Change+8 (+0%)
Value$1.1M (-$1.8K)
Filed 2026-11-03
Paladin Wealth, LLC
DECREASED
Shares19,866 from 20,436
Change-570 (-3%)
Value$987.6K (-$30.4K)
Filed 2026-10-23
Latitude Advisors, LLC
INCREASED
Shares19,759 from 18,376
Change+1,383 (+8%)
Value$982.2K (+$66.9K)
Filed 2026-10-27
Winnacle Wealth LLC
INCREASED
Shares17,246 from 7,011
Change+10,235 (+146%)
Value$857.3K (+$508.0K)
Filed 2026-10-15
Financially Speaking Inc
NEW
Shares17,128
Change+17,128
Value$851.4K
Filed 2026-11-05
S&A Financial Services, Inc.
INCREASED
Shares16,139 from 15,410
Change+729 (+5%)
Value$802.3K (+$34.7K)
Filed 2026-11-03
Insight Wealth Strategies, LLC
NEW
Shares14,313
Change+14,313
Value$711.5K
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares12,430 from 11,271
Change+1,159 (+10%)
Value$617.9K (+$56.5K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
NEW
Shares10,597
Change+10,597
Value$526.8K
Filed 2026-10-21
Carter Financial Group, Inc.
DECREASED
Shares10,431 from 10,620
Change-189 (-2%)
Value$518.5K (-$10.4K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares10,239 from 6,295
Change+3,944 (+63%)
Value$509.0K (+$195.4K)
Filed 2026-10-16
Occidental Asset Management, LLC
DECREASED
Shares10,176 from 10,854
Change-678 (-6%)
Value$505.9K (-$34.8K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
NEW
Shares8,430
Change+8,430
Value$419.1K
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares8,320 from 8,362
Change-42 (0%)
Value$413.6K (-$2.9K)
Filed 2026-10-15
Armor Investment Advisors, LLC
NEW
Shares8,053
Change+8,053
Value$400.3K
Filed 2026-10-27
Koshinski Asset Management, Inc.
NEW
Shares6,656
Change+6,656
Value$330.9K
Filed 2026-10-29
Advisor OS, LLC
NEW
Shares6,352
Change+6,352
Value$315.8K
Filed 2026-11-03
Cannon Advisors, Inc.
DECREASED
Shares6,283 from 9,187
Change-2,904 (-32%)
Value$312.8K (-$145.4K)
Filed 2026-10-14
RiverTree Advisors, LLC
DECREASED
Shares6,140 from 6,437
Change-297 (-5%)
Value$305.2K (-$15.4K)
Filed 2026-10-13
Brown Wealth Management, LLC
NEW
Shares5,754
Change+5,754
Value$286.0K
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares5,556 from 5,037
Change+519 (+10%)
Value$276.7K (+$25.8K)
Filed 2026-10-13
Tactive Advisors, LLC
NEW
Shares5,434
Change+5,434
Value$270.1K
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
DECREASED
Shares4,934 from 8,113
Change-3,179 (-39%)
Value$245.3K (-$158.8K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
DECREASED
Shares4,826 from 5,202
Change-376 (-7%)
Value$239.9K (-$19.2K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares4,634 from 5,191
Change-557 (-11%)
Value$230.4K (-$28.2K)
Filed 2026-10-28
Cypress Wealth Services, LLC
NEW
Shares4,618
Change+4,618
Value$229.8K
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares4,097 from 5,177
Change-1,080 (-21%)
Value$203.7K (-$54.2K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$198.8K (-$400)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares2,527 from 127
Change+2,400 (+1890%)
Value$125.6K (+$119.3K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares1,027 from 12,147
Change-11,120 (-92%)
Value$51.0K (-$554.0K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
NEW
Shares1,000
Change+1,000
Value$49.7K
Filed 2026-10-07
Triumph Capital Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.7K (-$100)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$20.4K (-$41)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares348 from 344
Change+4 (+1%)
Value$17.3K (+$175)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 120,829
Change-120,829 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-30
WT Wealth Management
CLOSED
Shares0 from 44,621
Change-44,621 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 29,345
Change-29,345 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Balboa Wealth Partners
CLOSED
Shares0 from 21,755
Change-21,755 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Sigma Planning Corp
CLOSED
Shares0 from 4,074
Change-4,074 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 685,494
Change-685,494 (-100%)
Value—
UBS Group AG
N/A
Shares— from 531,014
Change-531,014 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 361,785
Change-361,785 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 216,871
Change-216,871 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 205,946
Change-205,946 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 202,925
Change-202,925 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 169,551
Change-169,551 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 162,398
Change-162,398 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 123,152
Change-123,152 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 111,147
Change-111,147 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 108,683
Change-108,683 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 104,360
Change-104,360 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 68,786
Change-68,786 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 67,048
Change-67,048 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 66,484
Change-66,484 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 53,657
Change-53,657 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 44,697
Change-44,697 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 43,755
Change-43,755 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 42,369
Change-42,369 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 36,633
Change-36,633 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 36,633
Change-36,633 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 34,989
Change-34,989 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,199
Change-32,199 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,678
Change-31,678 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 29,485
Change-29,485 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,152
Change-24,152 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 22,271
Change-22,271 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 20,829
Change-20,829 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 20,146
Change-20,146 (-100%)
Value—
Invst, LLC
N/A
Shares— from 18,622
Change-18,622 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,514
Change-18,514 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 17,945
Change-17,945 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 16,934
Change-16,934 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,458
Change-15,458 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 15,030
Change-15,030 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,021
Change-15,021 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,401
Change-13,401 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 12,919
Change-12,919 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 11,865
Change-11,865 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,574
Change-11,574 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,983
Change-8,983 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,049
Change-5,049 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 405
Change-405 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 321
Change-321 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 105
Change-105 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 33
Change-33 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Atticus Wealth Management, LLC
INCREASED996,067432,170+563,897+130%$21.5M$49.5M+$28.0M2026-10-20
New England Private Wealth Advisors LLC
INCREASED610,934517,928+93,006+18%$25.8M$30.4M+$4.6M2026-10-19
Gradient Investments LLC
INCREASED572,631565,301+7,330+1%$28.2M$28.5M+$307.8K2026-10-08
Retirement Planning Group, LLC
INCREASED516,977438,606+78,371+18%$21.8M$25.7M+$3.9M2026-10-19
BIP Wealth, LLC
INCREASED501,02910,861+490,168+4513%$541.0K$24.9M+$24.4M2026-10-22
Richard P Slaughter Associates Inc
DECREASED294,243417,336-123,093-29%$20.8M$14.6M-$6.2M2026-10-13
Madden Securities Corp
DECREASED263,143284,043-20,900-7%$14.1M$13.1M-$1.1M2026-10-27
Grantvest Financial Group LLC
INCREASED181,644178,981+2,663+1%$8.9M$9.0M+$114.5K2026-10-21
Gainplan LLC
INCREASED180,071174,131+5,940+3%$8.7M$9.0M+$277.9K2026-10-09
Global View Capital Management LLC
DECREASED162,442218,240-55,798-26%$10.9M$8.1M-$2.8M2026-10-28
Compound Planning, Inc.
DECREASED142,534149,064-6,530-4%$7.4M$7.1M-$339.5K2026-11-05
Independent Wealth Advisors LLC
INCREASED138,682105,650+33,032+31%$5.3M$6.9M+$1.6M2026-10-27
Apollon Wealth Management, LLC
INCREASED135,057102,927+32,130+31%$5.1M$6.7M+$1.6M2026-10-23
Independent Financial Group, LLC
DECREASED129,763136,194-6,431-5%$6.8M$6.5M-$333.3K2026-10-13
Able Wealth Management LLC
DECREASED110,574161,270-50,696-31%$8.0M$5.5M-$2.5M2026-10-13
FIG Financial Advisory Services Inc
INCREASED94,9616,816+88,145+1293%$339.5K$4.7M+$4.4M2026-10-07
True North Advisors, LLC
INCREASED94,54471,928+22,616+31%$3.6M$4.7M+$1.1M2026-10-22
Claro Advisors Inc.
INCREASED81,08052,474+28,606+55%$2.6M$4.0M+$1.4M2026-11-02
Verus Capital Partners, LLC
INCREASED79,22577,404+1,821+2%$3.9M$3.9M+$82.8K2026-11-03
Partners Wealth Management, LLC
NEW77,332—+77,332——$3.8M—2026-10-28
Farther Finance Advisors, LLC
INCREASED72,30759,366+12,941+22%$3.0M$3.6M+$637.4K2026-10-08
High Net Worth Advisory Group LLC
INCREASED58,23528,255+29,980+106%$1.4M$2.9M+$1.5M2026-10-26
Wealthcare Advisory Partners LLC
INCREASED54,33553,886+449+1%$2.7M$2.7M+$17.0K2026-10-21
ARQ Wealth Advisors, LLC
INCREASED53,95448,160+5,794+12%$2.4M$2.7M+$287.1K2026-10-29
Lake Street Private Wealth, LLC
NEW53,200—+53,200——$2.6M—2026-10-22
Prospera Financial Services Inc
INCREASED50,81242,891+7,921+18%$2.1M$2.5M+$389.0K2026-11-04
Split Rock Private Trading & Wealth Management, LLC
NEW46,330—+46,330——$2.3M—2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED45,20147,423-2,222-5%$2.4M$2.2M-$115.2K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED42,69837,776+4,922+13%$1.9M$2.1M+$240.9K2026-10-30
Chicago Partners Investment Group LLC
NEW40,216—+40,216——$2.0M—2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED37,78925,766+12,023+47%$1.3M$1.9K-$1.3M2026-11-02
Commonwealth Equity Services, LLC
DECREASED35,199409,849-374,650-91%$20.4M$1.7M-$18.7M2026-11-02
Cherry Creek Investment Advisors, Inc.
INCREASED31,61722,956+8,661+38%$1.1M$1.6M+$428.3K2026-10-14
Heck Capital Advisors, LLC
INCREASED30,97824,728+6,250+25%$1.2M$1.5M+$308.2K2026-10-14
Trademark Financial Management, LLC
INCREASED28,28820,212+8,076+40%$1.0M$1.4M+$399.4K2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED28,10928,10900%$1.4M$1.4M$02026-10-13
CoreCap Advisors, LLC
INCREASED27,66425,920+1,744+7%$1.3M$1.4M+$84.1K2026-10-08
Nations Financial Group Inc,
INCREASED25,97420,405+5,569+27%$1.0M$1.3M+$274.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED22,11517,606+4,509+26%$878.0K$1.1M+$222.6K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED22,02222,014+8+0%$1.1M$1.1M-$1.8K2026-11-03
Paladin Wealth, LLC
DECREASED19,86620,436-570-3%$1.0M$987.6K-$30.4K2026-10-23
Latitude Advisors, LLC
INCREASED19,75918,376+1,383+8%$915.3K$982.2K+$66.9K2026-10-27
Winnacle Wealth LLC
INCREASED17,2467,011+10,235+146%$349.2K$857.3K+$508.0K2026-10-15
Financially Speaking Inc
NEW17,128—+17,128——$851.4K—2026-11-05
S&A Financial Services, Inc.
INCREASED16,13915,410+729+5%$767.6K$802.3K+$34.7K2026-11-03
Insight Wealth Strategies, LLC
NEW14,313—+14,313——$711.5K—2026-10-09
Compass Financial Management LLC
INCREASED12,43011,271+1,159+10%$561.4K$617.9K+$56.5K2026-10-30
Axxcess Wealth Management, LLC
NEW10,597—+10,597——$526.8K—2026-10-21
Carter Financial Group, Inc.
DECREASED10,43110,620-189-2%$529.0K$518.5K-$10.4K2026-10-21
IFP Advisors, Inc
INCREASED10,2396,295+3,944+63%$313.6K$509.0K+$195.4K2026-10-16
Occidental Asset Management, LLC
DECREASED10,17610,854-678-6%$540.6K$505.9K-$34.8K2026-11-05
Avantax Planning Partners, Inc.
NEW8,430—+8,430——$419.1K—2026-11-03
WealthPlan Investment Management, LLC
DECREASED8,3208,362-420%$416.5K$413.6K-$2.9K2026-10-15
Armor Investment Advisors, LLC
NEW8,053—+8,053——$400.3K—2026-10-27
Koshinski Asset Management, Inc.
NEW6,656—+6,656——$330.9K—2026-10-29
Advisor OS, LLC
NEW6,352—+6,352——$315.8K—2026-11-03
Cannon Advisors, Inc.
DECREASED6,2839,187-2,904-32%$458.2K$312.8K-$145.4K2026-10-14
RiverTree Advisors, LLC
DECREASED6,1406,437-297-5%$320.6K$305.2K-$15.4K2026-10-13
Brown Wealth Management, LLC
NEW5,754—+5,754——$286.0K—2026-10-20
Krilogy Financial LLC
INCREASED5,5565,037+519+10%$250.9K$276.7K+$25.8K2026-10-13
Tactive Advisors, LLC
NEW5,434—+5,434——$270.1K—2026-10-08
Redhawk Wealth Advisors, Inc.
DECREASED4,9348,113-3,179-39%$404.1K$245.3K-$158.8K2026-10-14
Flagship Harbor Advisors, LLC
DECREASED4,8265,202-376-7%$259.1K$239.9K-$19.2K2026-10-26
MGO One Seven LLC
DECREASED4,6345,191-557-11%$258.6K$230.4K-$28.2K2026-10-28
Cypress Wealth Services, LLC
NEW4,618—+4,618——$229.8K—2026-10-21
Lanark Financial, Inc.
DECREASED4,0975,177-1,080-21%$257.9K$203.7K-$54.2K2026-10-26
Private Trust Co NA
UNCHANGED4,0004,00000%$199.2K$198.8K-$4002026-10-20
Parallel Advisors, LLC
INCREASED2,527127+2,400+1890%$6.3K$125.6K+$119.3K2026-11-03
Creative Financial Designs Inc
DECREASED1,02712,147-11,120-92%$605.0K$51.0K-$554.0K2026-11-04
Wealth Enhancement Trust Services, Inc.
NEW1,000—+1,000——$49.7K—2026-10-07
Triumph Capital Management
UNCHANGED1,0001,00000%$49.8K$49.7K-$1002026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED41041000%$20.4K$20.4K-$412026-10-23
Larson Financial Group LLC
INCREASED348344+4+1%$17.1K$17.3K+$1752026-11-05
Capital Investment Advisory Services, LLC
CLOSED0120,829-120,829-100%$6.0M$0-$6.0M2026-10-30
WT Wealth Management
CLOSED044,621-44,621-100%$2.2M$0-$2.2M2026-10-13
Dynamic Advisor Solutions LLC
CLOSED029,345-29,345-100%$1.5M$0-$1.5M2026-10-13
Balboa Wealth Partners
CLOSED021,755-21,755-100%$1.1M$0-$1.1M2026-10-20
Sigma Planning Corp
CLOSED04,074-4,074-100%$202.9K$0-$202.9K2026-10-23
LPL Financial LLC
N/A—685,494-685,494-100%$34.1M———
UBS Group AG
N/A—531,014-531,014-100%$26.4M———
Arkadios Wealth Advisors
N/A—361,785-361,785-100%$18.0M———
Summit Financial, LLC
N/A—216,871-216,871-100%$10.8M———
Stratos Wealth Partners, Ltd.
N/A—205,946-205,946-100%$10.3M———
MML Investors Services, LLC
N/A—202,925-202,925-100%$10.1M———
Owen LaRue, LLC
N/A—169,551-169,551-100%$8.4M———
NewEdge Advisors, LLC
N/A—162,398-162,398-100%$8.1M———
Precision Wealth Strategies, LLC
N/A—123,152-123,152-100%$6.1M———
FSA Advisors, Inc.
N/A—111,147-111,147-100%$5.5M———
Arax Advisory Partners
N/A—108,683-108,683-100%$5.4M———
Stifel Financial Corp
N/A—104,360-104,360-100%$5.2M———
AssuredPartners Investment Advisors, LLC
N/A—68,786-68,786-100%$3.4M———
Mutual Advisors, LLC
N/A—67,048-67,048-100%$3.3M———
Gladstone Institutional Advisory LLC
N/A—66,484-66,484-100%$3.3M———
Inspire Advisors, LLC
N/A—53,657-53,657-100%$2.7M———
Private Advisor Group, LLC
N/A—44,697-44,697-100%$2.2M———
Impact Partnership Wealth, LLC
N/A—43,755-43,755-100%$2.2M———
HighTower Advisors, LLC
N/A—42,369-42,369-100%$2.1M———
49 Wealth Management, LLC
N/A—36,633-36,633-100%$1.8M———
Alongside, LLC
N/A—36,633-36,633-100%$1.8M———
Mercer Global Advisors Inc
N/A—34,989-34,989-100%$1.7M———
Belpointe Asset Management LLC
N/A—32,199-32,199-100%$1.6M———
JPMorgan Chase & Co
N/A—31,678-31,678-100%$1.6M———
Camarda Financial Advisors, LLC
N/A—29,485-29,485-100%$1.5M———
Global Retirement Partners, LLC
N/A—24,152-24,152-100%$1.2M———
West Michigan Advisors, LLC
N/A—22,271-22,271-100%$1.1M———
Brookwood Investment Group LLC
N/A—20,829-20,829-100%$1.0M———
Mason & Associates Inc
N/A—20,146-20,146-100%$1.0M———
Invst, LLC
N/A—18,622-18,622-100%$927.6K———
Ausdal Financial Partners, Inc.
N/A—18,514-18,514-100%$922.2K———
Empire Financial Management Company, LLC
N/A—17,945-17,945-100%$893.9K———
Brown Financial Advisors
N/A—16,934-16,934-100%$843.5K———
Osaic Holdings, Inc.
N/A—15,458-15,458-100%$770.0K———
Comprehensive Money Management Services LLC
N/A—15,030-15,030-100%$748.6K———
Envestnet Asset Management Inc
N/A—15,021-15,021-100%$748.2K———
Kingsview Wealth Management, LLC
N/A—13,401-13,401-100%$667.5K———
BFC Planning, Inc.
N/A—13,350-13,350-100%$664.9K———
Madison Wealth Partners, Inc
N/A—12,919-12,919-100%$643.5K———
RPS Advisory Solutions LLC
N/A—11,865-11,865-100%$591.0K———
Integrated Wealth Concepts LLC
N/A—11,574-11,574-100%$576.5K———
Berger Financial Group, Inc
N/A—10,318-10,318-100%$513.9K———
Gateway Wealth Partners, LLC
N/A—10,200-10,200-100%$508.0K———
Mattson Financial Services, LLC
N/A—9,807-9,807-100%$487.5K———
Essex Financial Services, Inc.
N/A—9,393-9,393-100%$467.9K———
Allworth Financial LP
N/A—8,983-8,983-100%$447.5K———
Stephens Inc
N/A—7,038-7,038-100%$350.6K———
Insigneo Advisory Services, LLC
N/A—6,800-6,800-100%$338.7K———
Cetera Investment Advisers
N/A—6,559-6,559-100%$326.7K———
Thompson David Blair
N/A—5,534-5,534-100%$275.6K———
Clearstead Advisors, LLC
N/A—5,049-5,049-100%$251.5K———
Valmark Advisers, Inc.
N/A—4,965-4,965-100%$247.3K———
Mariner, LLC
N/A—4,887-4,887-100%$243.4K———
PMV Capital Advisers, LLC
N/A—4,836-4,836-100%$240.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,849-2,849-100%$141.9K———
Capital Analysts, LLC
N/A—543-543-100%$27.0K———
Regatta Research & Money Management
N/A—405-405-100%$20.2K———
Harbour Investments, Inc.
N/A—321-321-100%$16.0K———
Steward Partners Investment Advisory, LLC
N/A—175-175-100%$8.7K———
Royal Bank of Canada
N/A—105-105-100%$5.0K———
AE Wealth Management LLC
N/A—73-73-100%$3.6K———
Jones Financial Companies Lllp
N/A—33-33-100%$1.6K———
O'shaughnessy Asset Management, LLC
N/A—10-10-100%$498———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$100———
Wells Fargo & Company
N/A—1-1-100%$38———
Morgan Stanley
N/A—1-1-100%$63———
Luminist Capital LLC
N/A—00—$1.1K———
Showing 145 of 145 institutions