IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schwab 5-10 Year Corporate B (SCHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WestHill Financial Advisors, Inc.
INCREASED
Shares754,694 from 652,028
Change+102,666 (+16%)
Value$16.2M (+$1.4M)
Filed 2026-10-14
White & Co Financial Planning Inc
INCREASED
Shares468,681 from 427,382
Change+41,299 (+10%)
Value$10.6M (+$953.7K)
Filed 2026-10-16
Bria Capital Group, LLC
NEW
Shares410,244
Change+410,244
Value$8.8M
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares404,545 from 305,466
Change+99,079 (+32%)
Value$8.7M (+$1.8M)
Filed 2026-11-02
FF Advisors,LLC
DECREASED
Shares387,474 from 400,463
Change-12,989 (-3%)
Value$8.3M (-$759.0K)
Filed 2026-10-21
Charles Schwab Trust Co
DECREASED
Shares367,379 from 520,480
Change-153,101 (-29%)
Value$7.9M (-$3.9M)
Filed 2026-10-15
Kaizen Financial Strategies
DECREASED
Shares348,950 from 370,730
Change-21,780 (-6%)
Value$7.5M (-$871.1K)
Filed 2026-10-09
Bank of New Hampshire
INCREASED
Shares339,304 from 247,289
Change+92,015 (+37%)
Value$7.3M (+$1.7M)
Filed 2026-10-06
Bestgate Wealth Advisors, LLC
INCREASED
Shares279,386 from 82,682
Change+196,704 (+238%)
Value$6.0M (+$4.1M)
Filed 2026-10-13
Prairiewood Capital, LLC
INCREASED
Shares265,608 from 231,821
Change+33,787 (+15%)
Value$5.7M (+$446.2K)
Filed 2026-10-16
Wealth Forward, LLC
INCREASED
Shares251,483 from 11,799
Change+239,684 (+2031%)
Value$5.4M (+$5.1M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares241,872 from 237,072
Change+4,800 (+2%)
Value$5.2M (-$181.6K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares223,811 from 68,074
Change+155,737 (+229%)
Value$4.8M (+$3.3M)
Filed 2026-10-14
Essex LLC
INCREASED
Shares212,107 from 89,747
Change+122,360 (+136%)
Value$4.5M (+$2.5M)
Filed 2026-10-14
RCS Financial Planning, LLC
NEW
Shares188,985
Change+188,985
Value$4.1M
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares188,931 from 168,012
Change+20,919 (+12%)
Value$4.1M (+$246.9K)
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares181,616 from 161,284
Change+20,332 (+13%)
Value$3.9M (+$249.2K)
Filed 2026-10-27
Seek First Inc.
DECREASED
Shares178,962 from 187,106
Change-8,144 (-4%)
Value$3.8M (-$399.1K)
Filed 2026-10-27
First Security Investment Management, Inc.
NEW
Shares159,111
Change+159,111
Value$3.4M
Filed 2026-11-05
Creative Planning
INCREASED
Shares150,276 from 124,052
Change+26,224 (+21%)
Value$3.2M (+$413.4K)
Filed 2026-11-02
21 West Wealth Management LLC
NEW
Shares148,466
Change+148,466
Value$3.2M
Filed 2026-10-13
MFG Wealth Management, Inc.
INCREASED
Shares147,829 from 138,562
Change+9,267 (+7%)
Value$3.2M (+$32.4K)
Filed 2026-10-09
Rational Advisors, Inc.
DECREASED
Shares141,413 from 184,358
Change-42,945 (-23%)
Value$3.0M (-$1.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares110,216
Change+110,216
Value$2.4K
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares100,688 from 73,777
Change+26,911 (+36%)
Value$2.2M (+$488.4K)
Filed 2026-10-13
American National Bank & Trust
INCREASED
Shares99,288 from 88,144
Change+11,144 (+13%)
Value$2.1M (+$133.3K)
Filed 2026-10-07
Citizens National Bank Trust Department
INCREASED
Shares96,372 from 95,812
Change+560 (+1%)
Value$2.1M (-$103.0K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares96,182 from 105,914
Change-9,732 (-9%)
Value$2.1M (-$335.8K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares91,992
Change+91,992
Value$2.0K
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares80,952 from 72,090
Change+8,862 (+12%)
Value$1.7M (+$103.5K)
Filed 2026-10-29
Certior Financial Group, LLC
INCREASED
Shares79,176 from 78,831
Change+345 (+0%)
Value$1.7M (-$87.2K)
Filed 2026-10-19
Integral Investment Advisors, Inc.
DECREASED
Shares78,060 from 78,315
Change-255 (0%)
Value$1.7M (-$99.4K)
Filed 2026-11-03
Worth Asset Management, LLC
INCREASED
Shares70,146 from 54,856
Change+15,290 (+28%)
Value$1.5M (+$262.0K)
Filed 2026-10-07
Sculati Wealth Management, LLC
INCREASED
Shares54,295 from 54,113
Change+182 (+0%)
Value$1.2M (-$48.6K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares54,199 from 49,629
Change+4,570 (+9%)
Value$1.2M (+$38.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares51,735 from 46,135
Change+5,600 (+12%)
Value$1.1M (+$77.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares51,033 from 30,987
Change+20,046 (+65%)
Value$1.1M (+$392.6K)
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares50,954 from 14,293
Change+36,661 (+257%)
Value$1.1M (+$768.9K)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares49,483 from 43,648
Change+5,835 (+13%)
Value$1.1K (-$986.9K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares48,322 from 53,631
Change-5,309 (-10%)
Value$1.0M (-$178.2K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares44,579 from 39,305
Change+5,274 (+13%)
Value$955.8K (+$65.9K)
Filed 2026-10-08
Absolute Capital Management, LLC
DECREASED
Shares41,687 from 42,480
Change-793 (-2%)
Value$893.8K (-$68.0K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares40,785 from 34,232
Change+6,553 (+19%)
Value$874.4K (+$99.4K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares39,619 from 39,619
Change0 (0%)
Value$849.4K (-$47.5K)
Filed 2026-10-08
Rosenberg Matthew Hamilton
INCREASED
Shares39,295 from 35,282
Change+4,013 (+11%)
Value$842.5K (+$43.7K)
Filed 2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares36,175 from 24,059
Change+12,116 (+50%)
Value$776 (-$544.2K)
Filed 2026-11-02
Morton Brown Family Wealth, LLC
INCREASED
Shares35,140 from 12,185
Change+22,955 (+188%)
Value$753.4K (+$477.5K)
Filed 2026-10-23
Keeler Thomas Management LLC
INCREASED
Shares31,846 from 29,925
Change+1,921 (+6%)
Value$682.8K (+$5.3K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
INCREASED
Shares28,670 from 28,199
Change+471 (+2%)
Value$614.7K (-$23.8K)
Filed 2026-10-29
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares27,418 from 27,921
Change-503 (-2%)
Value$587.8K (-$44.3K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares25,960 from 4,345
Change+21,615 (+497%)
Value$556.6K (+$458.2K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
UNCHANGED
Shares23,656 from 23,656
Change0 (0%)
Value$507.2K (-$28.4K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares21,935 from 20,733
Change+1,202 (+6%)
Value$470.3K (+$892)
Filed 2026-10-22
White Lighthouse Investment Management Inc.
NEW
Shares21,822
Change+21,822
Value$467.9K
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares21,423 from 27,075
Change-5,652 (-21%)
Value$459.3K (-$153.7K)
Filed 2026-10-08
Asset Allocation Strategies LLC
INCREASED
Shares21,010 from 19,591
Change+1,419 (+7%)
Value$450.4K (+$6.9K)
Filed 2026-10-20
Andina Capital Management, LLC
DECREASED
Shares19,454 from 19,886
Change-432 (-2%)
Value$417.1K (-$33.1K)
Filed 2026-10-21
Capstone Wealth Management Group, Inc.
INCREASED
Shares18,941 from 18,800
Change+141 (+1%)
Value$406.1K (-$19.5K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares18,234 from 16,990
Change+1,244 (+7%)
Value$390.9K (+$6.3K)
Filed 2026-11-05
FC Advisory LLC
INCREASED
Shares17,845 from 17,806
Change+39 (+0%)
Value$382.6K (-$20.5K)
Filed 2026-10-05
Flagstar Securities, Inc
DECREASED
Shares17,583 from 30,577
Change-12,994 (-42%)
Value$377.0K (-$315.3K)
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares17,486 from 17,532
Change-46 (0%)
Value$374.9K (-$21.9K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares17,196 from 111,528
Change-94,332 (-85%)
Value$368.7K (-$2.2M)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares16,556 from 9,785
Change+6,771 (+69%)
Value$355.0K (+$133.4K)
Filed 2026-11-05
Rossby Financial, LCC
DECREASED
Shares16,092 from 23,167
Change-7,075 (-31%)
Value$345.0K (-$179.5K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares15,316 from 16,495
Change-1,179 (-7%)
Value$328.4K (-$45.1K)
Filed 2026-10-15
Quartz Partners, LLC
INCREASED
Shares15,205 from 14,375
Change+830 (+6%)
Value$326.0K (+$545)
Filed 2026-11-03
Advisor Resource Council
INCREASED
Shares14,277 from 13,215
Change+1,062 (+8%)
Value$305.0K (+$6.6K)
Filed 2026-11-05
Patten & Patten Inc
INCREASED
Shares14,252 from 13,497
Change+755 (+6%)
Value$305.6K (-$9)
Filed 2026-10-26
Certuity, LLC
UNCHANGED
Shares13,124 from 13,124
Change0 (0%)
Value$281.4K (-$15.7K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares13,110 from 13,045
Change+65 (+1%)
Value$281.1K (-$14.3K)
Filed 2026-11-05
Chapin Davis, Inc.
UNCHANGED
Shares12,450 from 12,450
Change0 (0%)
Value$266.9K (-$14.9K)
Filed 2026-10-09
StoneX Group Inc.
NEW
Shares12,034
Change+12,034
Value$266.1K
Filed 2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$257.3K (-$14.4K)
Filed 2026-10-26
Liberty Capital Management, Inc.
NEW
Shares11,905
Change+11,905
Value$255.2K
Filed 2026-11-02
Equita Financial Network, Inc.
NEW
Shares11,698
Change+11,698
Value$250.8K
Filed 2026-10-19
Schaeffer Financial LLC
DECREASED
Shares11,381 from 12,786
Change-1,405 (-11%)
Value$244.0K (-$45.5K)
Filed 2026-10-23
San Luis Wealth Advisors LLC
INCREASED
Shares10,857 from 9,820
Change+1,037 (+11%)
Value$232.8K (+$10.4K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares10,855 from 9,483
Change+1,372 (+14%)
Value$232.7K (+$18.0K)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares9,964 from 9,852
Change+112 (+1%)
Value$213.6K (-$9.4K)
Filed 2026-11-02
Selective Wealth Management, Inc.
UNCHANGED
Shares9,731 from 9,731
Change0 (0%)
Value$210.6K (-$7.9K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
INCREASED
Shares9,496 from 8,881
Change+615 (+7%)
Value$203.6K (+$2.5K)
Filed 2026-11-02
Mitchell Sinkler & Starr
DECREASED
Shares9,465 from 10,365
Change-900 (-9%)
Value$202.9K (-$31.7K)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares6,597 from 6,589
Change+8 (+0%)
Value$141.4K (-$7.7K)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares6,263 from 6,263
Change0 (0%)
Value$134.2K (-$7.5K)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares5,367
Change+5,367
Value$115.1K
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares4,772 from 4,772
Change0 (0%)
Value$102.3K (-$5.7K)
Filed 2026-11-04
Y.D. More Investments Ltd
NEW
Shares4,329
Change+4,329
Value$92.8K
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares4,097 from 4,097
Change0 (0%)
Value$87.8K (-$4.9K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares4,009 from 4,100
Change-91 (-2%)
Value$86.0K (-$6.9K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares3,750
Change+3,750
Value$80.4K
Filed 2026-11-05
Go Invest LLC
INCREASED
Shares3,280 from 89
Change+3,191 (+3585%)
Value$70.3K (+$68.3K)
Filed 2026-10-09
MilWealth Group LLC
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$66.9K (-$3.7K)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares2,947 from 2,947
Change0 (0%)
Value$63.2K (-$3.5K)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares2,840
Change+2,840
Value$60.9K
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares2,749 from 2,749
Change0 (0%)
Value$60.0K (-$2.3K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares2,538 from 1,829
Change+709 (+39%)
Value$54.4K (+$13.0K)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares2,441 from 2,431
Change+10 (+0%)
Value$52.3K (-$2.7K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares2,184 from 1,038
Change+1,146 (+110%)
Value$46.8K (+$23.3K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares2,091
Change+2,091
Value$44.8K
Filed 2026-10-09
Blueline Advisors LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$40.1K (-$2.2K)
Filed 2026-10-15
Global Trust Asset Management, LLC
DECREASED
Shares1,800 from 2,000
Change-200 (-10%)
Value$38.6K (-$6.7K)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares1,718
Change+1,718
Value$36.8K
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares1,710 from 176
Change+1,534 (+872%)
Value$36.7K (+$32.7K)
Filed 2026-10-19
Godsey & Gibb, Inc
UNCHANGED
Shares1,633 from 1,633
Change0 (0%)
Value$35.0K (-$2.0K)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$29.5K (-$1.7K)
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$27.3K (-$1.3K)
Filed 2026-10-16
Cdkv Holdings LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$25.0K (-$1.4K)
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares1,118
Change+1,118
Value$24.0K
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares1,090 from 1,000
Change+90 (+9%)
Value$23.4K (+$727)
Filed 2026-11-02
Daytona Street Capital LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$22.4K (-$1.1K)
Filed 2026-10-15
Bangor Savings Bank
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$18.7K (-$1.0K)
Filed 2026-10-06
Mather Group, Llc.
NEW
Shares788
Change+788
Value$16.9K
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares786
Change+786
Value$16.9K
Filed 2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$15.4K (-$829)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares708 from 699
Change+9 (+1%)
Value$15.2K (-$646)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
NEW
Shares678
Change+678
Value$14.5K
Filed 2026-11-05
Creative Capital Management Investments LLC
DECREASED
Shares625 from 641
Change-16 (-2%)
Value$13.4K (-$1.1K)
Filed 2026-10-28
Abound Wealth Management
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$12.2K (-$680)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares555
Change+555
Value$11.9K
Filed 2026-11-04
Olistico Wealth, LLC
NEW
Shares549
Change+549
Value$11.8K
Filed 2026-10-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$10.0K (-$562)
Filed 2026-11-04
TD Private Client Wealth LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$6.4K (-$358)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares291 from 274
Change+17 (+6%)
Value$6.2K (+$36)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$5.7K (-$321)
Filed 2026-10-28
McCarley & Cook Financial Planners
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$5.7K (-$319)
Filed 2026-10-21
Hoey Investments, Inc
DECREASED
Shares243 from 2,040
Change-1,797 (-88%)
Value$5.2K (-$41.0K)
Filed 2026-10-29
Markowski Investments
DECREASED
Shares170 from 173
Change-3 (-2%)
Value$3.6K (-$272)
Filed 2026-10-30
Financial Management Professionals, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$3.0K (-$168)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares131 from 129
Change+2 (+2%)
Value$2.8K (-$120)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$2.5K (-$128)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
NEW
Shares97
Change+97
Value$2.1K
Filed 2026-10-20
Chapman Financial Group, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$1.2K (-$70)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$943 (-$53)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares36 from 3,333
Change-3,297 (-99%)
Value$772 (-$74.7K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares20 from 19
Change+1 (+5%)
Value$420 (-$18)
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$236 (-$13)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$106 (-$5)
Filed 2026-10-23
Activest Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$67 (-$2)
Filed 2026-10-15
WT Wealth Management
CLOSED
Shares0 from 385,866
Change-385,866 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-13
Systelligence, LLC
CLOSED
Shares0 from 306,397
Change-306,397 (-100%)
Value$0 (-$6.9M)
Filed 2026-11-05
Sigma Planning Corp
CLOSED
Shares0 from 31,313
Change-31,313 (-100%)
Value$0 (-$708.9K)
Filed 2026-10-23
Facet Wealth, Inc.
CLOSED
Shares0 from 30,683
Change-30,683 (-100%)
Value$0 (-$694.7K)
Filed 2026-11-04
Meridian Wealth Management, LLC
CLOSED
Shares0 from 27,499
Change-27,499 (-100%)
Value$0 (-$622.6K)
Filed 2026-11-05
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 24,119
Change-24,119 (-100%)
Value$0 (-$546.1K)
Filed 2026-10-22
Forum Financial Management, LP
CLOSED
Shares0 from 19,821
Change-19,821 (-100%)
Value$0 (-$448.7K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
CLOSED
Shares0 from 12,433
Change-12,433 (-100%)
Value$0 (-$281.5K)
Filed 2026-11-03
Mission Wealth Management, LP
CLOSED
Shares0 from 12,013
Change-12,013 (-100%)
Value$0 (-$272.0K)
Filed 2026-10-15
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 11,507
Change-11,507 (-100%)
Value$0 (-$260.5K)
Filed 2026-10-16
Guardian Financial Partners, LLC
CLOSED
Shares0 from 10,781
Change-10,781 (-100%)
Value$0 (-$244.1K)
Filed 2026-11-04
Trilogy Capital Inc.
CLOSED
Shares0 from 10,568
Change-10,568 (-100%)
Value$0 (-$239.3K)
Filed 2026-10-20
Sovran Advisors, LLC
CLOSED
Shares0 from 9,607
Change-9,607 (-100%)
Value$0 (-$214.5K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 1,561
Change-1,561 (-100%)
Value$0 (-$35.3K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 1,102
Change-1,102 (-100%)
Value$0 (-$24.9K)
Filed 2026-10-20
CrossGen Wealth, LLC
CLOSED
Shares0 from 956
Change-956 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 703
Change-703 (-100%)
Value$0 (-$15.8K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$296)
Filed 2026-10-16
Wagner Wealth Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$271)
Filed 2026-10-21
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$5)
Filed 2026-10-29
Captrust Financial Advisors
N/A
Shares— from 8,768,676
Change-8,768,676 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 8,486,796
Change-8,486,796 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,236,543
Change-7,236,543 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,491,146
Change-2,491,146 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,839,862
Change-1,839,862 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,302,835
Change-1,302,835 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,249,967
Change-1,249,967 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,153,981
Change-1,153,981 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,099,967
Change-1,099,967 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,008,679
Change-1,008,679 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 859,621
Change-859,621 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 743,980
Change-743,980 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 665,705
Change-665,705 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 559,090
Change-559,090 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 521,044
Change-521,044 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 504,007
Change-504,007 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 473,448
Change-473,448 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 438,376
Change-438,376 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 428,440
Change-428,440 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 359,320
Change-359,320 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 230,538
Change-230,538 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 226,820
Change-226,820 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 225,877
Change-225,877 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 224,990
Change-224,990 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 223,442
Change-223,442 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 206,595
Change-206,595 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 179,763
Change-179,763 (-100%)
Value—
Blair William & Co
N/A
Shares— from 178,300
Change-178,300 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 151,731
Change-151,731 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 144,644
Change-144,644 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 142,993
Change-142,993 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 142,982
Change-142,982 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 128,065
Change-128,065 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 125,541
Change-125,541 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 121,017
Change-121,017 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 116,167
Change-116,167 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 113,587
Change-113,587 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 107,669
Change-107,669 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 93,910
Change-93,910 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 81,343
Change-81,343 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 77,621
Change-77,621 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 72,227
Change-72,227 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 70,603
Change-70,603 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 69,528
Change-69,528 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 63,928
Change-63,928 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 61,826
Change-61,826 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 60,279
Change-60,279 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 57,610
Change-57,610 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 46,488
Change-46,488 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 45,141
Change-45,141 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 38,308
Change-38,308 (-100%)
Value—
FMR LLC
N/A
Shares— from 36,062
Change-36,062 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 34,644
Change-34,644 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 29,320
Change-29,320 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 28,026
Change-28,026 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 26,959
Change-26,959 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 25,325
Change-25,325 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,247
Change-24,247 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,210
Change-23,210 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 21,609
Change-21,609 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 21,536
Change-21,536 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 20,256
Change-20,256 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,537
Change-19,537 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,697
Change-18,697 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,512
Change-16,512 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 16,381
Change-16,381 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 16,235
Change-16,235 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 15,840
Change-15,840 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 14,187
Change-14,187 (-100%)
Value—
&partners
N/A
Shares— from 14,083
Change-14,083 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 14,065
Change-14,065 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 13,809
Change-13,809 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,309
Change-12,309 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,827
Change-10,827 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,801
Change-10,801 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,329
Change-10,329 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 10,158
Change-10,158 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 10,120
Change-10,120 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,868
Change-9,868 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,424
Change-9,424 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 965
Change-965 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 545
Change-545 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 96
Change-96 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
WestHill Financial Advisors, Inc.
INCREASED754,694652,028+102,666+16%$14.8M$16.2M+$1.4M2026-10-14
White & Co Financial Planning Inc
INCREASED468,681427,382+41,299+10%$9.7M$10.6M+$953.7K2026-10-16
Bria Capital Group, LLC
NEW410,244—+410,244——$8.8M—2026-10-22
Kestra Advisory Services, LLC
INCREASED404,545305,466+99,079+32%$6.9M$8.7M+$1.8M2026-11-02
FF Advisors,LLC
DECREASED387,474400,463-12,989-3%$9.1M$8.3M-$759.0K2026-10-21
Charles Schwab Trust Co
DECREASED367,379520,480-153,101-29%$11.8M$7.9M-$3.9M2026-10-15
Kaizen Financial Strategies
DECREASED348,950370,730-21,780-6%$8.4M$7.5M-$871.1K2026-10-09
Bank of New Hampshire
INCREASED339,304247,289+92,015+37%$5.6M$7.3M+$1.7M2026-10-06
Bestgate Wealth Advisors, LLC
INCREASED279,38682,682+196,704+238%$1.9M$6.0M+$4.1M2026-10-13
Prairiewood Capital, LLC
INCREASED265,608231,821+33,787+15%$5.2M$5.7M+$446.2K2026-10-16
Wealth Forward, LLC
INCREASED251,48311,799+239,684+2031%$267.1K$5.4M+$5.1M2026-10-14
Truist Financial Corp
INCREASED241,872237,072+4,800+2%$5.4M$5.2M-$181.6K2026-10-30
Davenport & Co LLC
INCREASED223,81168,074+155,737+229%$1.5M$4.8M+$3.3M2026-10-14
Essex LLC
INCREASED212,10789,747+122,360+136%$2.0M$4.5M+$2.5M2026-10-14
RCS Financial Planning, LLC
NEW188,985—+188,985——$4.1M—2026-10-14
Atria Investments, Inc
INCREASED188,931168,012+20,919+12%$3.8M$4.1M+$246.9K2026-10-15
DecisionPoint Financial, LLC
INCREASED181,616161,284+20,332+13%$3.6M$3.9M+$249.2K2026-10-27
Seek First Inc.
DECREASED178,962187,106-8,144-4%$4.2M$3.8M-$399.1K2026-10-27
First Security Investment Management, Inc.
NEW159,111—+159,111——$3.4M—2026-11-05
Creative Planning
INCREASED150,276124,052+26,224+21%$2.8M$3.2M+$413.4K2026-11-02
21 West Wealth Management LLC
NEW148,466—+148,466——$3.2M—2026-10-13
MFG Wealth Management, Inc.
INCREASED147,829138,562+9,267+7%$3.1M$3.2M+$32.4K2026-10-09
Rational Advisors, Inc.
DECREASED141,413184,358-42,945-23%$4.2M$3.0M-$1.1M2026-11-02
Thrivent Financial for Lutherans
NEW110,216—+110,216——$2.4K—2026-11-05
Avior Wealth Management, LLC
INCREASED100,68873,777+26,911+36%$1.7M$2.2M+$488.4K2026-10-13
American National Bank & Trust
INCREASED99,28888,144+11,144+13%$2.0M$2.1M+$133.3K2026-10-07
Citizens National Bank Trust Department
INCREASED96,37295,812+560+1%$2.2M$2.1M-$103.0K2026-11-04
Citigroup Inc
DECREASED96,182105,914-9,732-9%$2.4M$2.1M-$335.8K2026-11-04
M Holdings Securities, Inc.
NEW91,992—+91,992——$2.0K—2026-11-03
Integrity Alliance, Llc.
INCREASED80,95272,090+8,862+12%$1.6M$1.7M+$103.5K2026-10-29
Certior Financial Group, LLC
INCREASED79,17678,831+345+0%$1.8M$1.7M-$87.2K2026-10-19
Integral Investment Advisors, Inc.
DECREASED78,06078,315-2550%$1.8M$1.7M-$99.4K2026-11-03
Worth Asset Management, LLC
INCREASED70,14654,856+15,290+28%$1.2M$1.5M+$262.0K2026-10-07
Sculati Wealth Management, LLC
INCREASED54,29554,113+182+0%$1.2M$1.2M-$48.6K2026-10-19
Commonwealth Equity Services, LLC
INCREASED54,19949,629+4,570+9%$1.1M$1.2M+$38.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED51,73546,135+5,600+12%$1.0M$1.1M+$77.8K2026-10-13
IFP Advisors, Inc
INCREASED51,03330,987+20,046+65%$701.5K$1.1M+$392.6K2026-10-16
Parsons Capital Management Inc
INCREASED50,95414,293+36,661+257%$323.6K$1.1M+$768.9K2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED49,48343,648+5,835+13%$988.0K$1.1K-$986.9K2026-11-02
Fifth Third Bancorp
DECREASED48,32253,631-5,309-10%$1.2M$1.0M-$178.2K2026-11-05
CoreCap Advisors, LLC
INCREASED44,57939,305+5,274+13%$889.9K$955.8K+$65.9K2026-10-08
Absolute Capital Management, LLC
DECREASED41,68742,480-793-2%$961.7K$893.8K-$68.0K2026-10-16
Creative Financial Designs Inc
INCREASED40,78534,232+6,553+19%$775.0K$874.4K+$99.4K2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED39,61939,61900%$897.0K$849.4K-$47.5K2026-10-08
Rosenberg Matthew Hamilton
INCREASED39,29535,282+4,013+11%$798.8K$842.5K+$43.7K2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED36,17524,059+12,116+50%$545.0K$776-$544.2K2026-11-02
Morton Brown Family Wealth, LLC
INCREASED35,14012,185+22,955+188%$275.9K$753.4K+$477.5K2026-10-23
Keeler Thomas Management LLC
INCREASED31,84629,925+1,921+6%$677.5K$682.8K+$5.3K2026-10-29
Koshinski Asset Management, Inc.
INCREASED28,67028,199+471+2%$638.4K$614.7K-$23.8K2026-10-29
Christensen, King & Associates Investment Services, Inc.
DECREASED27,41827,921-503-2%$632.1K$587.8K-$44.3K2026-10-22
Larson Financial Group LLC
INCREASED25,9604,345+21,615+497%$98.4K$556.6K+$458.2K2026-11-05
WealthBridge Capital Management, LLC
UNCHANGED23,65623,65600%$535.6K$507.2K-$28.4K2026-10-16
Brookstone Capital Management
INCREASED21,93520,733+1,202+6%$469.4K$470.3K+$8922026-10-22
White Lighthouse Investment Management Inc.
NEW21,822—+21,822——$467.9K—2026-10-21
Farther Finance Advisors, LLC
DECREASED21,42327,075-5,652-21%$613.0K$459.3K-$153.7K2026-10-08
Asset Allocation Strategies LLC
INCREASED21,01019,591+1,419+7%$443.5K$450.4K+$6.9K2026-10-20
Andina Capital Management, LLC
DECREASED19,45419,886-432-2%$450.2K$417.1K-$33.1K2026-10-21
Capstone Wealth Management Group, Inc.
INCREASED18,94118,800+141+1%$425.6K$406.1K-$19.5K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED18,23416,990+1,244+7%$384.7K$390.9K+$6.3K2026-11-05
FC Advisory LLC
INCREASED17,84517,806+39+0%$403.1K$382.6K-$20.5K2026-10-05
Flagstar Securities, Inc
DECREASED17,58330,577-12,994-42%$692.3K$377.0K-$315.3K2026-10-15
Compass Financial Management LLC
DECREASED17,48617,532-460%$396.8K$374.9K-$21.9K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED17,196111,528-94,332-85%$2.5M$368.7K-$2.2M2026-10-16
US Bancorp \de\
INCREASED16,5569,785+6,771+69%$221.5K$355.0K+$133.4K2026-11-05
Rossby Financial, LCC
DECREASED16,09223,167-7,075-31%$524.5K$345.0K-$179.5K2026-11-05
WealthPlan Investment Management, LLC
DECREASED15,31616,495-1,179-7%$373.4K$328.4K-$45.1K2026-10-15
Quartz Partners, LLC
INCREASED15,20514,375+830+6%$325.5K$326.0K+$5452026-11-03
Advisor Resource Council
INCREASED14,27713,215+1,062+8%$298.4K$305.0K+$6.6K2026-11-05
Patten & Patten Inc
INCREASED14,25213,497+755+6%$305.6K$305.6K-$92026-10-26
Certuity, LLC
UNCHANGED13,12413,12400%$297.1K$281.4K-$15.7K2026-11-02
Moneco Advisors, LLC
INCREASED13,11013,045+65+1%$295.3K$281.1K-$14.3K2026-11-05
Chapin Davis, Inc.
UNCHANGED12,45012,45000%$281.9K$266.9K-$14.9K2026-10-09
StoneX Group Inc.
NEW12,034—+12,034——$266.1K—2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED12,00012,00000%$271.7K$257.3K-$14.4K2026-10-26
Liberty Capital Management, Inc.
NEW11,905—+11,905——$255.2K—2026-11-02
Equita Financial Network, Inc.
NEW11,698—+11,698——$250.8K—2026-10-19
Schaeffer Financial LLC
DECREASED11,38112,786-1,405-11%$289.5K$244.0K-$45.5K2026-10-23
San Luis Wealth Advisors LLC
INCREASED10,8579,820+1,037+11%$222.3K$232.8K+$10.4K2026-10-27
Brighton Jones LLC
INCREASED10,8559,483+1,372+14%$214.7K$232.7K+$18.0K2026-11-03
Concord Wealth Partners
INCREASED9,9649,852+112+1%$223.0K$213.6K-$9.4K2026-11-02
Selective Wealth Management, Inc.
UNCHANGED9,7319,73100%$218.5K$210.6K-$7.9K2026-10-16
Valtinson Bruner Financial Planning LLC
INCREASED9,4968,881+615+7%$201.1K$203.6K+$2.5K2026-11-02
Mitchell Sinkler & Starr
DECREASED9,46510,365-900-9%$234.7K$202.9K-$31.7K2026-10-13
North Star Investment Management Corp.
INCREASED6,5976,589+8+0%$149.2K$141.4K-$7.7K2026-10-27
Piscataqua Savings Bank
UNCHANGED6,2636,26300%$141.7K$134.2K-$7.5K2026-10-21
William Mack & Associates, Inc.
NEW5,367—+5,367——$115.1K—2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED4,7724,77200%$108.0K$102.3K-$5.7K2026-11-04
Y.D. More Investments Ltd
NEW4,329—+4,329——$92.8K—2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED4,0974,09700%$92.8K$87.8K-$4.9K2026-10-27
Lanark Financial, Inc.
DECREASED4,0094,100-91-2%$92.8K$86.0K-$6.9K2026-10-26
Jacobi Capital Management LLC
NEW3,750—+3,750——$80.4K—2026-11-05
Go Invest LLC
INCREASED3,28089+3,191+3585%$2.0K$70.3K+$68.3K2026-10-09
MilWealth Group LLC
UNCHANGED3,1183,11800%$70.6K$66.9K-$3.7K2026-11-02
PFS Partners, LLC
UNCHANGED2,9472,94700%$66.7K$63.2K-$3.5K2026-10-21
Heritage Family Offices, LLP
NEW2,840—+2,840——$60.9K—2026-11-02
Fairscale Capital, LLC
UNCHANGED2,7492,74900%$62.2K$60.0K-$2.3K2026-11-04
Assetmark, Inc
INCREASED2,5381,829+709+39%$41.4K$54.4K+$13.0K2026-10-21
Burk Holdings LLC
INCREASED2,4412,431+10+0%$55.0K$52.3K-$2.7K2026-11-05
Simplex Trading, LLC
INCREASED2,1841,038+1,146+110%$23.5K$46.8K+$23.3K2026-11-04
GK Wealth Management LLC
NEW2,091—+2,091——$44.8K—2026-10-09
Blueline Advisors LLC
UNCHANGED1,8681,86800%$42.3K$40.1K-$2.2K2026-10-15
Global Trust Asset Management, LLC
DECREASED1,8002,000-200-10%$45.3K$38.6K-$6.7K2026-10-19
Root Financial Partners, LLC
NEW1,718—+1,718——$36.8K—2026-10-21
Highline Wealth Partners LLC
INCREASED1,710176+1,534+872%$4.0K$36.7K+$32.7K2026-10-19
Godsey & Gibb, Inc
UNCHANGED1,6331,63300%$37.0K$35.0K-$2.0K2026-10-14
Gables Capital Management Inc.
UNCHANGED1,3781,37800%$31.2K$29.5K-$1.7K2026-11-04
Mosley Wealth Management
UNCHANGED1,2621,26200%$28.6K$27.3K-$1.3K2026-10-16
Cdkv Holdings LLC
UNCHANGED1,1641,16400%$26.4K$25.0K-$1.4K2026-10-28
Blue Trust, Inc.
NEW1,118—+1,118——$24.0K—2026-10-15
Golden State Wealth Management, LLC
INCREASED1,0901,000+90+9%$22.7K$23.4K+$7272026-11-02
Daytona Street Capital LLC
UNCHANGED1,0501,05000%$23.5K$22.4K-$1.1K2026-10-15
Bangor Savings Bank
UNCHANGED87087000%$19.7K$18.7K-$1.0K2026-10-06
Mather Group, Llc.
NEW788—+788——$16.9K—2026-10-14
Latitude Advisors, LLC
NEW786—+786——$16.9K—2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED72172100%$16.2K$15.4K-$8292026-10-20
Spire Wealth Management
INCREASED708699+9+1%$15.8K$15.2K-$6462026-10-30
Silver Grove Financial Group, Inc.
NEW678—+678——$14.5K—2026-11-05
Creative Capital Management Investments LLC
DECREASED625641-16-2%$14.5K$13.4K-$1.1K2026-10-28
Abound Wealth Management
UNCHANGED56756700%$12.8K$12.2K-$6802026-10-26
Nova Financial LLC
NEW555—+555——$11.9K—2026-11-04
Olistico Wealth, LLC
NEW549—+549——$11.8K—2026-10-05
EverSource Wealth Advisors, LLC
UNCHANGED46846800%$10.6K$10.0K-$5622026-11-04
TD Private Client Wealth LLC
UNCHANGED29829800%$6.7K$6.4K-$3582026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED291274+17+6%$6.2K$6.2K+$362026-11-03
Evolution Wealth Management Inc.
UNCHANGED26726700%$6.0K$5.7K-$3212026-10-28
McCarley & Cook Financial Planners
UNCHANGED26626600%$6.0K$5.7K-$3192026-10-21
Hoey Investments, Inc
DECREASED2432,040-1,797-88%$46.2K$5.2K-$41.0K2026-10-29
Markowski Investments
DECREASED170173-3-2%$3.9K$3.6K-$2722026-10-30
Financial Management Professionals, Inc.
UNCHANGED14014000%$3.2K$3.0K-$1682026-10-23
Asset Dedication, LLC
INCREASED131129+2+2%$2.9K$2.8K-$1202026-11-03
Salomon & Ludwin, LLC
UNCHANGED11711700%$2.6K$2.5K-$1282026-10-29
Owl Creek Wealth Partners LLC
NEW97—+97——$2.1K—2026-10-20
Chapman Financial Group, LLC
UNCHANGED585800%$1.3K$1.2K-$702026-10-26
Gamma Investing LLC
UNCHANGED444400%$996$943-$532026-10-08
Parallel Advisors, LLC
DECREASED363,333-3,297-99%$75.5K$772-$74.7K2026-11-03
Parkside Financial Bank & Trust
INCREASED2019+1+5%$438$420-$182026-10-27
Signature Resources Capital Management, LLC
UNCHANGED111100%$249$236-$132026-10-16
Signaturefd, LLC
UNCHANGED5500%$111$106-$52026-10-23
Activest Wealth Management
UNCHANGED3300%$69$67-$22026-10-15
WT Wealth Management
CLOSED0385,866-385,866-100%$8.7M$0-$8.7M2026-10-13
Systelligence, LLC
CLOSED0306,397-306,397-100%$6.9M$0-$6.9M2026-11-05
Sigma Planning Corp
CLOSED031,313-31,313-100%$708.9K$0-$708.9K2026-10-23
Facet Wealth, Inc.
CLOSED030,683-30,683-100%$694.7K$0-$694.7K2026-11-04
Meridian Wealth Management, LLC
CLOSED027,499-27,499-100%$622.6K$0-$622.6K2026-11-05
Pacific Capital Wealth Advisors, Inc.
CLOSED024,119-24,119-100%$546.1K$0-$546.1K2026-10-22
Forum Financial Management, LP
CLOSED019,821-19,821-100%$448.7K$0-$448.7K2026-10-16
Edgemoor Investment Advisors, Inc.
CLOSED012,433-12,433-100%$281.5K$0-$281.5K2026-11-03
Mission Wealth Management, LP
CLOSED012,013-12,013-100%$272.0K$0-$272.0K2026-10-15
ARS Wealth Advisors Group, LLC
CLOSED011,507-11,507-100%$260.5K$0-$260.5K2026-10-16
Guardian Financial Partners, LLC
CLOSED010,781-10,781-100%$244.1K$0-$244.1K2026-11-04
Trilogy Capital Inc.
CLOSED010,568-10,568-100%$239.3K$0-$239.3K2026-10-20
Sovran Advisors, LLC
CLOSED09,607-9,607-100%$214.5K$0-$214.5K2026-11-02
MCF Advisors LLC
CLOSED01,561-1,561-100%$35.3K$0-$35.3K2026-10-28
Robinswood Financial LLC
CLOSED01,102-1,102-100%$24.9K$0-$24.9K2026-10-20
CrossGen Wealth, LLC
CLOSED0956-956-100%$21.6K$0-$21.6K2026-10-30
International Assets Investment Management, LLC
CLOSED0703-703-100%$15.8K$0-$15.8K2026-11-02
Gill Capital Partners, LLC
CLOSED0385-385-100%$8.7K$0-$8.7K2026-10-13
AdvisorNet Financial, Inc
CLOSED056-56-100%$1.3K$0-$1.3K2026-10-15
Cornerstone Planning Group LLC
CLOSED013-13-100%$296$0-$2962026-10-16
Wagner Wealth Management, LLC
CLOSED012-12-100%$271$0-$2712026-10-21
Kozak & Associates, Inc.
CLOSED000—$5$0-$52026-10-29
Captrust Financial Advisors
N/A—8,768,676-8,768,676-100%$198.5M———
RiverFront Investment Group, LLC
N/A—8,486,796-8,486,796-100%$192.1M———
Envestnet Asset Management Inc
N/A—7,236,543-7,236,543-100%$163.8M———
Raymond James Financial Inc
N/A—2,491,146-2,491,146-100%$56.4M———
Allstate Corp
N/A—1,839,862-1,839,862-100%$41.7M———
Ameriprise Financial Inc
N/A—1,302,835-1,302,835-100%$29.5M———
Royal Bank of Canada
N/A—1,249,967-1,249,967-100%$28.3M———
Bouchey Financial Group, Ltd.
N/A—1,153,981-1,153,981-100%$26.1M———
Permanens Capital L.P.
N/A—1,099,967-1,099,967-100%$24.9M———
Citadel Advisors LLC
N/A—1,008,679-1,008,679-100%$22.8M———
Bank of America Corp
N/A—859,621-859,621-100%$19.5M———
Janney Montgomery Scott LLC
N/A—743,980-743,980-100%$16.8M———
L2 Asset Management, LLC
N/A—665,705-665,705-100%$15.1M———
Stifel Financial Corp
N/A—559,090-559,090-100%$12.7M———
LPL Financial LLC
N/A—521,044-521,044-100%$11.8M———
VAN Strum & Towne Inc.
N/A—504,007-504,007-100%$11.4M———
Ogorek Anthony Joseph
N/A—473,448-473,448-100%$10.7M———
Susquehanna International Group, LLP
N/A—438,376-438,376-100%$9.9M———
Cetera Investment Advisers
N/A—428,440-428,440-100%$9.7M———
Advisory Services Network, LLC
N/A—359,320-359,320-100%$8.1M———
Mutual Advisors, LLC
N/A—230,538-230,538-100%$5.2M———
JPMorgan Chase & Co
N/A—226,820-226,820-100%$5.2M———
Arrowroot Family Office, LLC
N/A—225,877-225,877-100%$5.1M———
Madden Advisory Services, Inc.
N/A—224,990-224,990-100%$5.1M———
AssuredPartners Investment Advisors, LLC
N/A—223,442-223,442-100%$5.1M———
Mariner, LLC
N/A—206,595-206,595-100%$4.7M———
Wealthspire Advisors, LLC
N/A—179,763-179,763-100%$4.1M———
Blair William & Co
N/A—178,300-178,300-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—151,731-151,731-100%$3.4M———
WFA of San Diego, LLC
N/A—144,644-144,644-100%$3.2M———
Entelevest, LLC
N/A—142,993-142,993-100%$3.2M———
HighTower Advisors, LLC
N/A—142,982-142,982-100%$3.2M———
Cascades Capital Asset Management, LLC
N/A—128,065-128,065-100%$2.9M———
MML Investors Services, LLC
N/A—125,541-125,541-100%$2.8M———
Beacon Bridge Wealth Partners, LLC
N/A—121,017-121,017-100%$2.7M———
Savant Capital, LLC
N/A—116,167-116,167-100%$2.6M———
Sanctuary Advisors, LLC
N/A—113,587-113,587-100%$2.6M———
HRT Financial LP
N/A—107,669-107,669-100%$2.4M———
Equitable Holdings, Inc.
N/A—93,910-93,910-100%$2.1M———
Osaic Holdings, Inc.
N/A—81,343-81,343-100%$1.8M———
Morgan Stanley
N/A—77,621-77,621-100%$1.8M———
Caitlin John, LLC
N/A—72,227-72,227-100%$1.6M———
Mercer Global Advisors Inc
N/A—70,603-70,603-100%$1.6M———
CreativeOne Wealth, LLC
N/A—69,528-69,528-100%$1.6M———
Advisors Capital Management, LLC
N/A—63,928-63,928-100%$1.4M———
Jane Street Group, LLC
N/A—61,826-61,826-100%$1.4M———
Fiduciary Financial Advisors
N/A—60,279-60,279-100%$1.4M———
Pinnacle Family Advisors, LLC
N/A—57,610-57,610-100%$1.3M———
Main Street Research LLC
N/A—46,488-46,488-100%$1.1M———
Focus Partners Wealth
N/A—45,141-45,141-100%$1.0M———
Peregrine Asset Advisers, Inc.
N/A—38,308-38,308-100%$867.3K———
FMR LLC
N/A—36,062-36,062-100%$816.5K———
Money Concepts Capital Corp
N/A—34,644-34,644-100%$784.3K———
Cerity Partners LLC
N/A—29,320-29,320-100%$663.8K———
Vident Advisory, LLC
N/A—28,026-28,026-100%$634.5K———
Xcelsior Advisor Partners LLC
N/A—26,959-26,959-100%$610.4K———
Joule Financial, LLC
N/A—25,325-25,325-100%$573.4K———
Principal Securities, Inc.
N/A—24,247-24,247-100%$549.0K———
EP Wealth Advisors, LLC
N/A—23,210-23,210-100%$525.5K———
Scotia Capital Inc.
N/A—21,609-21,609-100%$489.2K———
Waverly Advisors, LLC
N/A—21,536-21,536-100%$487.6K———
Valmark Advisers, Inc.
N/A—20,256-20,256-100%$458.6K———
Jupiter Wealth Management LLC
N/A—20,000-20,000-100%$452.8K———
Ceeto Capital Group, LLC
N/A—20,000-20,000-100%$453.0K———
Betterment LLC
N/A—19,537-19,537-100%$442.0K———
Harbour Investments, Inc.
N/A—18,697-18,697-100%$423.3K———
Sequoia Financial Advisors, LLC
N/A—16,512-16,512-100%$373.8K———
CIBC Bancorp USA Inc.
N/A—16,381-16,381-100%$370.9K———
Spartan Wealth Advisory Services LLC
N/A—16,235-16,235-100%$367.6K———
Capital Analysts, LLC
N/A—15,840-15,840-100%$359.0K———
National Bank of Canada
N/A—14,495-14,495-100%$327.9K———
Steelhead Wealth Management LLC
N/A—14,187-14,187-100%$321.0K———
&partners
N/A—14,083-14,083-100%$318.8K———
Swisher Financial Concepts, Inc.
N/A—14,065-14,065-100%$318.4K———
IEQ Capital, LLC
N/A—13,809-13,809-100%$312.6K———
Ameritas Advisory Services, LLC
N/A—13,300-13,300-100%$301.1K———
XTX Topco Ltd
N/A—12,750-12,750-100%$288.7K———
Tradition Wealth Management, LLC
N/A—12,309-12,309-100%$278.7K———
Beacon Pointe Advisors, LLC
N/A—11,239-11,239-100%$254.5K———
PFG Investments, LLC
N/A—10,827-10,827-100%$245.1K———
AQR Capital Management LLC
N/A—10,801-10,801-100%$244.5K———
Quantinno Capital Management LP
N/A—10,546-10,546-100%$238.8K———
Aptus Capital Advisors, LLC
N/A—10,329-10,329-100%$233.8K———
SouthState Bank Corp
N/A—10,158-10,158-100%$230.0K———
HBK Sorce Advisory LLC
N/A—10,120-10,120-100%$225.9K———
United Capital Financial Advisors, LLC
N/A—9,868-9,868-100%$223.5K———
Peapack Gladstone Financial Corp
N/A—9,655-9,655-100%$219.0K———
Steward Partners Investment Advisory, LLC
N/A—9,443-9,443-100%$213.8K———
Independent Advisor Alliance
N/A—9,424-9,424-100%$213.4K———
Kovack Advisors, Inc.
N/A—9,209-9,209-100%$207.5K———
Financial Engines Advisors L.L.C.
N/A—9,199-9,199-100%$208.3K———
PNC Financial Services Group, Inc.
N/A—8,572-8,572-100%$194.1K———
Wells Fargo & Company
N/A—7,045-7,045-100%$159.5K———
AE Wealth Management LLC
N/A—6,714-6,714-100%$152.0K———
Bartlett & Co. Wealth Management LLC
N/A—6,704-6,704-100%$151.8K———
Ameriflex Group, Inc.
N/A—5,909-5,909-100%$133.8K———
Allworth Financial LP
N/A—4,716-4,716-100%$106.8K———
Glassman Wealth Services
N/A—4,450-4,450-100%$100.7K———
PIN OAK Investment Advisors Inc
N/A—3,958-3,958-100%$90.0K———
IMA Advisory Services, Inc.
N/A—3,773-3,773-100%$85.4K———
Bank of Montreal
N/A—3,170-3,170-100%$71.8K———
Jones Financial Companies Lllp
N/A—2,962-2,962-100%$67.3K———
NewEdge Advisors, LLC
N/A—2,962-2,962-100%$67.1K———
Addison Advisors LLC
N/A—2,875-2,875-100%$65.1K———
Arax Advisory Partners
N/A—2,832-2,832-100%$64.1K———
Hantz Financial Services, Inc.
N/A—2,655-2,655-100%$60.0K———
BFC Planning, Inc.
N/A—2,588-2,588-100%$58.6K———
Aventura Private Wealth, LLC
N/A—2,550-2,550-100%$57.7K———
Franklin Resources Inc
N/A—2,252-2,252-100%$51.0K———
Vanguard Advisers Inc
N/A—2,214-2,214-100%$50.1K———
UBS Group AG
N/A—2,175-2,175-100%$49.2K———
CVA Family Office, LLC
N/A—2,160-2,160-100%$48.9K———
Medallion Wealth Advisors, LLC
N/A—1,562-1,562-100%$35.4K———
HM Payson & Co
N/A—1,498-1,498-100%$33.9K———
Sankala Group LLC
N/A—1,475-1,475-100%$32.8K———
Brown Brothers Harriman & Co
N/A—1,213-1,213-100%$27.5K———
Kerr Financial Planning Corp
N/A—965-965-100%$21.8K———
Rothschild Investment LLC
N/A—607-607-100%$13.7K———
Coston, McIsaac & Partners
N/A—545-545-100%$12———
Rockefeller Capital Management L.P.
N/A—329-329-100%$7.4K———
Ameritas Investment Partners, Inc.
N/A—310-310-100%$7.0K———
Smartleaf Asset Management LLC
N/A—270-270-100%$6.1K———
Founders Financial Alliance, LLC
N/A—244-244-100%$5.5K———
Crewe Advisors LLC
N/A—192-192-100%$4.3K———
Anchor Investment Management, LLC
N/A—175-175-100%$4.0K———
Bessemer Group Inc
N/A—96-96-100%$2———
Global Retirement Partners, LLC
N/A—65-65-100%$1.5K———
Prosperity Bancshares Inc
N/A—64-64-100%$1.4K———
O'shaughnessy Asset Management, LLC
N/A—52-52-100%$1.2K———
Basepoint Wealth LLC
N/A—32-32-100%$727———
Atomic Invest LLC
N/A—4-4-100%$82———
ST Germain D J Co Inc
N/A—00—$10———
Showing 293 of 293 institutions