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Convergence Long T EQY (CLSE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,196,835 from 1,333,802
Change+863,033 (+65%)
Value$74.7M (+$29.2M)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares860,123 from 825,375
Change+34,748 (+4%)
Value$29.3M (+$1.1M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares739,429 from 416,634
Change+322,795 (+77%)
Value$25.1K (-$14.2M)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
INCREASED
Shares718,124 from 21,174
Change+696,950 (+3292%)
Value$24.4M (+$23.7M)
Filed 2026-10-29
Riverwater Partners LLC
DECREASED
Shares506,995 from 509,397
Change-2,402 (0%)
Value$17.2M (-$145.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares457,042 from 337,647
Change+119,395 (+35%)
Value$15.7M (+$4.2M)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED
Shares390,651 from 361,235
Change+29,416 (+8%)
Value$13.3M (+$955.3K)
Filed 2026-10-20
Tactive Advisors, LLC
INCREASED
Shares387,471 from 365,074
Change+22,397 (+6%)
Value$13.2M (+$716.1K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares301,496 from 255,919
Change+45,577 (+18%)
Value$10.3M (+$1.5M)
Filed 2026-10-21
Archford Capital Strategies, LLC
INCREASED
Shares271,300 from 33,276
Change+238,024 (+715%)
Value$9.2M (+$8.1M)
Filed 2026-10-19
Partners Wealth Management, LLC
INCREASED
Shares254,461 from 5,940
Change+248,521 (+4184%)
Value$8.7M (+$8.5M)
Filed 2026-10-28
Founders Financial Securities LLC
DECREASED
Shares188,986 from 191,809
Change-2,823 (-1%)
Value$6.4M (-$120.0K)
Filed 2026-10-28
Brookstone Capital Management
NEW
Shares148,535
Change+148,535
Value$5.1M
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares142,880
Change+142,880
Value$4.9M
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares139,757 from 154,189
Change-14,432 (-9%)
Value$4.8M (-$510.1K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares134,615 from 127,376
Change+7,239 (+6%)
Value$4.6M (+$290.4K)
Filed 2026-10-20
FIG Financial Advisory Services Inc
INCREASED
Shares130,774 from 48,722
Change+82,052 (+168%)
Value$4.4M (+$2.8M)
Filed 2026-10-07
McAdam, LLC
INCREASED
Shares128,449 from 123,024
Change+5,425 (+4%)
Value$4.4M (+$169.1K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares118,069 from 126,169
Change-8,100 (-6%)
Value$4.0M (-$291.3K)
Filed 2026-11-02
Guilbault Capital LLC
INCREASED
Shares111,162 from 52,756
Change+58,406 (+111%)
Value$3.8M (+$2.0M)
Filed 2026-10-28
Elyxium Wealth, LLC
INCREASED
Shares93,866 from 88,590
Change+5,276 (+6%)
Value$3.2M (+$168.3K)
Filed 2026-10-27
Richmond Investment Services, LLC
INCREASED
Shares89,934 from 80,356
Change+9,578 (+12%)
Value$3.1M (+$315.7K)
Filed 2026-10-29
Fifth Third Securities, Inc.
DECREASED
Shares86,123 from 88,759
Change-2,636 (-3%)
Value$2.9M (-$100.7K)
Filed 2026-10-21
Genesis Private Wealth, LLC
INCREASED
Shares83,666 from 68,665
Change+15,001 (+22%)
Value$2.8M (+$501.6K)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares73,534 from 7,143
Change+66,391 (+929%)
Value$2.5M (+$2.3M)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares68,579
Change+68,579
Value$2.3M
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares58,918 from 287
Change+58,631 (+20429%)
Value$2.0M (+$2.0M)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares58,187 from 11,840
Change+46,347 (+391%)
Value$2.0M (+$1.6M)
Filed 2026-10-26
MBL Wealth, LLC
NEW
Shares57,665
Change+57,665
Value$2.0M
Filed 2026-10-22
Kestra Advisory Services, LLC
NEW
Shares57,464
Change+57,464
Value$2.0M
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares56,704 from 34,930
Change+21,774 (+62%)
Value$1.9M (+$748.9K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
NEW
Shares55,890
Change+55,890
Value$1.9M
Filed 2026-11-06
Advisory Solutions Group, LLC
NEW
Shares55,084
Change+55,084
Value$1.9M
Filed 2026-10-14
Kestra Investment Management, LLC
NEW
Shares52,186
Change+52,186
Value$1.8M
Filed 2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares50,683 from 43,441
Change+7,242 (+17%)
Value$1.7M (+$240.9K)
Filed 2026-10-16
Denver PWM, LLC
INCREASED
Shares49,636 from 48,283
Change+1,353 (+3%)
Value$1.7M (+$54.7K)
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares42,371
Change+42,371
Value$1.4M
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares41,966 from 42,453
Change-487 (-1%)
Value$1.4M (-$21.9K)
Filed 2026-10-23
Castleview Partners, LLC
INCREASED
Shares36,332 from 33,845
Change+2,487 (+7%)
Value$1.2M (+$80.4K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares33,876 from 24,904
Change+8,972 (+36%)
Value$1.2M (+$302.0K)
Filed 2026-10-13
Cornerstone Planning Group LLC
INCREASED
Shares30,803 from 30,044
Change+759 (+3%)
Value$1.1M (+$33.0K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
NEW
Shares29,477
Change+29,477
Value$1.0M
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares27,991 from 6,833
Change+21,158 (+310%)
Value$952.0K (+$718.7K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares27,941 from 28,955
Change-1,014 (-3%)
Value$950.3K (-$38.1K)
Filed 2026-10-26
Wealthcare Capital Partners, LLC
DECREASED
Shares27,411 from 28,162
Change-751 (-3%)
Value$932.2K (-$29.1K)
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
DECREASED
Shares26,506 from 382,186
Change-355,680 (-93%)
Value$901.5K (-$12.1M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares25,327 from 11,045
Change+14,282 (+129%)
Value$861.4K (+$484.4K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares24,490 from 33,795
Change-9,305 (-28%)
Value$832.9K (-$320.7K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares21,849 from 11,317
Change+10,532 (+93%)
Value$743.1K (+$356.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,610 from 14,231
Change+7,379 (+52%)
Value$735 (-$485.3K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares20,850 from 24,147
Change-3,297 (-14%)
Value$709.1K (-$115.1K)
Filed 2026-11-04
ACT Wealth Management, LLC
INCREASED
Shares20,584 from 17,151
Change+3,433 (+20%)
Value$700.0K (+$114.6K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
NEW
Shares20,312
Change+20,312
Value$690.8K
Filed 2026-11-02
Discipline Wealth Solutions, LLC
NEW
Shares19,078
Change+19,078
Value$648.8K
Filed 2026-10-14
Bison Wealth, LLC
NEW
Shares18,936
Change+18,936
Value$652.0K
Filed 2026-10-13
Avaii Wealth Management, LLC
INCREASED
Shares18,607 from 14,830
Change+3,777 (+25%)
Value$637.3K (+$131.1K)
Filed 2026-10-09
Apollon Wealth Management, LLC
UNCHANGED
Shares17,106 from 17,106
Change0 (0%)
Value$581.8K (-$2.1K)
Filed 2026-10-23
Patten Group, Inc.
NEW
Shares15,301
Change+15,301
Value$520.4K
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares15,075 from 14,855
Change+220 (+1%)
Value$512.7K (+$5.6K)
Filed 2026-10-14
Integrated Advisors Network LLC
NEW
Shares13,632
Change+13,632
Value$463.6K
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares13,488 from 10,797
Change+2,691 (+25%)
Value$458.7K (+$90.2K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
NEW
Shares11,953
Change+11,953
Value$406.5K
Filed 2026-10-21
Worth Asset Management, LLC
DECREASED
Shares11,448 from 36,926
Change-25,478 (-69%)
Value$389.3K (-$871.1K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
NEW
Shares11,038
Change+11,038
Value$375.4K
Filed 2026-10-16
Sloy Dahl & Holst, LLC
INCREASED
Shares10,910 from 9,870
Change+1,040 (+11%)
Value$371.1K (+$34.1K)
Filed 2026-10-14
Vima LLC
DECREASED
Shares10,200 from 53,771
Change-43,571 (-81%)
Value$346.9K (-$534.5K)
Filed 2026-10-23
Nations Financial Group Inc,
NEW
Shares10,000
Change+10,000
Value$340.1K
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares9,959 from 9,988
Change-29 (0%)
Value$338.7K (-$2.2K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares9,127 from 8,589
Change+538 (+6%)
Value$310.4K (+$17.2K)
Filed 2026-10-26
Able Wealth Management LLC
DECREASED
Shares8,703 from 11,223
Change-2,520 (-22%)
Value$299.6K (-$83.6K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED
Shares8,278 from 6,806
Change+1,472 (+22%)
Value$281.5K (+$49.2K)
Filed 2026-10-15
Commerce Advisors, LLC
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$278.9K (-$1.0K)
Filed 2026-10-19
RHS Financial, LLC
NEW
Shares7,956
Change+7,956
Value$270.6K
Filed 2026-10-13
Koshinski Asset Management, Inc.
NEW
Shares7,914
Change+7,914
Value$269.1K
Filed 2026-10-29
Wealthcare Capital Management LLC
INCREASED
Shares6,490 from 6,466
Change+24 (+0%)
Value$220.7K (+$8)
Filed 2026-10-21
Retirement Planning Group, LLC
NEW
Shares5,900
Change+5,900
Value$200.7K
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares5,460 from 3,160
Change+2,300 (+73%)
Value$186.4K (+$78.5K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares1,986 from 208
Change+1,778 (+855%)
Value$67.6K (+$60.5K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares1,939 from 622
Change+1,317 (+212%)
Value$65.9K (+$44.7K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$57.7K (-$213)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares1,034
Change+1,034
Value$35.2K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$16.3K (-$60)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares220
Change+220
Value$7.5K
Filed 2026-11-05
Davidson Capital Management Inc.
INCREASED
Shares196 from 138
Change+58 (+42%)
Value$6.7K (+$2.0K)
Filed 2026-10-15
Jnba Financial Advisors
NEW
Shares74
Change+74
Value$2.5K
Filed 2026-11-03
Decker Retirement Planning Inc.
NEW
Shares42
Change+42
Value$1.4K
Filed 2026-10-19
EverSource Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$170
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-06
Envestnet Asset Management Inc
N/A
Shares— from 903,081
Change-903,081 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 889,014
Change-889,014 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 577,593
Change-577,593 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 428,793
Change-428,793 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 324,501
Change-324,501 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 303,774
Change-303,774 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 248,343
Change-248,343 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 221,298
Change-221,298 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 197,486
Change-197,486 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 192,536
Change-192,536 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 185,348
Change-185,348 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 159,221
Change-159,221 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 139,621
Change-139,621 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 92,800
Change-92,800 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 86,788
Change-86,788 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 78,822
Change-78,822 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 77,712
Change-77,712 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 58,925
Change-58,925 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 57,117
Change-57,117 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 51,478
Change-51,478 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 50,002
Change-50,002 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 49,142
Change-49,142 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 47,217
Change-47,217 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 46,164
Change-46,164 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 42,898
Change-42,898 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 42,473
Change-42,473 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 36,725
Change-36,725 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 36,007
Change-36,007 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 34,018
Change-34,018 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 32,586
Change-32,586 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,122
Change-28,122 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,700
Change-22,700 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 21,105
Change-21,105 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 18,417
Change-18,417 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 17,605
Change-17,605 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,054
Change-17,054 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,961
Change-14,961 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 14,551
Change-14,551 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,588
Change-12,588 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,213
Change-9,213 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 828
Change-828 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,196,8351,333,802+863,033+65%$45.5M$74.7M+$29.2M2026-11-06
Flagship Harbor Advisors, LLC
INCREASED860,123825,375+34,748+4%$28.2M$29.3M+$1.1M2026-10-26
Park Avenue Securities LLC
INCREASED739,429416,634+322,795+77%$14.2M$25.1K-$14.2M2026-10-26
ARQ Wealth Advisors, LLC
INCREASED718,12421,174+696,950+3292%$723.7K$24.4M+$23.7M2026-10-29
Riverwater Partners LLC
DECREASED506,995509,397-2,4020%$17.4M$17.2M-$145.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED457,042337,647+119,395+35%$11.5M$15.7M+$4.2M2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED390,651361,235+29,416+8%$12.3M$13.3M+$955.3K2026-10-20
Tactive Advisors, LLC
INCREASED387,471365,074+22,397+6%$12.5M$13.2M+$716.1K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED301,496255,919+45,577+18%$8.7M$10.3M+$1.5M2026-10-21
Archford Capital Strategies, LLC
INCREASED271,30033,276+238,024+715%$1.1M$9.2M+$8.1M2026-10-19
Partners Wealth Management, LLC
INCREASED254,4615,940+248,521+4184%$202.8K$8.7M+$8.5M2026-10-28
Founders Financial Securities LLC
DECREASED188,986191,809-2,823-1%$6.5M$6.4M-$120.0K2026-10-28
Brookstone Capital Management
NEW148,535—+148,535——$5.1M—2026-10-22
Marshall & Sterling Wealth Advisors Inc.
NEW142,880—+142,880——$4.9M—2026-10-28
Sowell Financial Services LLC
DECREASED139,757154,189-14,432-9%$5.3M$4.8M-$510.1K2026-10-23
Accurate Wealth Management, LLC
INCREASED134,615127,376+7,239+6%$4.4M$4.6M+$290.4K2026-10-20
FIG Financial Advisory Services Inc
INCREASED130,77448,722+82,052+168%$1.7M$4.4M+$2.8M2026-10-07
McAdam, LLC
INCREASED128,449123,024+5,425+4%$4.2M$4.4M+$169.1K2026-10-21
Creative Planning
DECREASED118,069126,169-8,100-6%$4.3M$4.0M-$291.3K2026-11-02
Guilbault Capital LLC
INCREASED111,16252,756+58,406+111%$1.8M$3.8M+$2.0M2026-10-28
Elyxium Wealth, LLC
INCREASED93,86688,590+5,276+6%$3.0M$3.2M+$168.3K2026-10-27
Richmond Investment Services, LLC
INCREASED89,93480,356+9,578+12%$2.7M$3.1M+$315.7K2026-10-29
Fifth Third Securities, Inc.
DECREASED86,12388,759-2,636-3%$3.0M$2.9M-$100.7K2026-10-21
Genesis Private Wealth, LLC
INCREASED83,66668,665+15,001+22%$2.3M$2.8M+$501.6K2026-11-02
Visionary Wealth Advisors
INCREASED73,5347,143+66,391+929%$243.8K$2.5M+$2.3M2026-11-04
Transce3nd, LLC
NEW68,579—+68,579——$2.3M—2026-10-26
Farther Finance Advisors, LLC
INCREASED58,918287+58,631+20429%$9.8K$2.0M+$2.0M2026-10-08
Oppenheimer & Co Inc
INCREASED58,18711,840+46,347+391%$404.2K$2.0M+$1.6M2026-10-26
MBL Wealth, LLC
NEW57,665—+57,665——$2.0M—2026-10-22
Kestra Advisory Services, LLC
NEW57,464—+57,464——$2.0M—2026-11-02
International Assets Investment Management, LLC
INCREASED56,70434,930+21,774+62%$1.2M$1.9M+$748.9K2026-11-02
Kestra Private Wealth Services, LLC
NEW55,890—+55,890——$1.9M—2026-11-06
Advisory Solutions Group, LLC
NEW55,084—+55,084——$1.9M—2026-10-14
Kestra Investment Management, LLC
NEW52,186—+52,186——$1.8M—2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED50,68343,441+7,242+17%$1.5M$1.7M+$240.9K2026-10-16
Denver PWM, LLC
INCREASED49,63648,283+1,353+3%$1.6M$1.7M+$54.7K2026-10-22
Vise Technologies, Inc.
NEW42,371—+42,371——$1.4M—2026-10-29
Sigma Planning Corp
DECREASED41,96642,453-487-1%$1.4M$1.4M-$21.9K2026-10-23
Castleview Partners, LLC
INCREASED36,33233,845+2,487+7%$1.2M$1.2M+$80.4K2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED33,87624,904+8,972+36%$850.1K$1.2M+$302.0K2026-10-13
Cornerstone Planning Group LLC
INCREASED30,80330,044+759+3%$1.0M$1.1M+$33.0K2026-10-16
Oregon Pacific Wealth Management, LLC
NEW29,477—+29,477——$1.0M—2026-10-20
Bank of New York Mellon Corp
INCREASED27,9916,833+21,158+310%$233.3K$952.0K+$718.7K2026-11-05
Lodestar Private Asset Management LLC
DECREASED27,94128,955-1,014-3%$988.4K$950.3K-$38.1K2026-10-26
Wealthcare Capital Partners, LLC
DECREASED27,41128,162-751-3%$961.3K$932.2K-$29.1K2026-10-21
Redhawk Wealth Advisors, Inc.
DECREASED26,506382,186-355,680-93%$13.0M$901.5K-$12.1M2026-10-14
IFP Advisors, Inc
INCREASED25,32711,045+14,282+129%$377.0K$861.4K+$484.4K2026-10-16
Atria Investments, Inc
DECREASED24,49033,795-9,305-28%$1.2M$832.9K-$320.7K2026-10-15
Truist Financial Corp
INCREASED21,84911,317+10,532+93%$386.3K$743.1K+$356.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED21,61014,231+7,379+52%$486.0K$735-$485.3K2026-11-02
Creative Financial Designs Inc
DECREASED20,85024,147-3,297-14%$824.3K$709.1K-$115.1K2026-11-04
ACT Wealth Management, LLC
INCREASED20,58417,151+3,433+20%$585.4K$700.0K+$114.6K2026-10-09
Commonwealth Equity Services, LLC
NEW20,312—+20,312——$690.8K—2026-11-02
Discipline Wealth Solutions, LLC
NEW19,078—+19,078——$648.8K—2026-10-14
Bison Wealth, LLC
NEW18,936—+18,936——$652.0K—2026-10-13
Avaii Wealth Management, LLC
INCREASED18,60714,830+3,777+25%$506.2K$637.3K+$131.1K2026-10-09
Apollon Wealth Management, LLC
UNCHANGED17,10617,10600%$583.9K$581.8K-$2.1K2026-10-23
Patten Group, Inc.
NEW15,301—+15,301——$520.4K—2026-10-26
XY Planning Network, Inc.
INCREASED15,07514,855+220+1%$507.1K$512.7K+$5.6K2026-10-14
Integrated Advisors Network LLC
NEW13,632—+13,632——$463.6K—2026-10-20
Compound Planning, Inc.
INCREASED13,48810,797+2,691+25%$368.6K$458.7K+$90.2K2026-11-05
Legacy Capital Wealth Partners, LLC
NEW11,953—+11,953——$406.5K—2026-10-21
Worth Asset Management, LLC
DECREASED11,44836,926-25,478-69%$1.3M$389.3K-$871.1K2026-10-07
Concurrent Investment Advisors, LLC
NEW11,038—+11,038——$375.4K—2026-10-16
Sloy Dahl & Holst, LLC
INCREASED10,9109,870+1,040+11%$336.9K$371.1K+$34.1K2026-10-14
Vima LLC
DECREASED10,20053,771-43,571-81%$881.4K$346.9K-$534.5K2026-10-23
Nations Financial Group Inc,
NEW10,000—+10,000——$340.1K—2026-11-05
Independent Financial Group, LLC
DECREASED9,9599,988-290%$340.9K$338.7K-$2.2K2026-10-13
Verdence Capital Advisors LLC
INCREASED9,1278,589+538+6%$293.2K$310.4K+$17.2K2026-10-26
Able Wealth Management LLC
DECREASED8,70311,223-2,520-22%$383.1K$299.6K-$83.6K2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED8,2786,806+1,472+22%$232.3K$281.5K+$49.2K2026-10-15
Commerce Advisors, LLC
UNCHANGED8,2008,20000%$279.9K$278.9K-$1.0K2026-10-19
RHS Financial, LLC
NEW7,956—+7,956——$270.6K—2026-10-13
Koshinski Asset Management, Inc.
NEW7,914—+7,914——$269.1K—2026-10-29
Wealthcare Capital Management LLC
INCREASED6,4906,466+24+0%$220.7K$220.7K+$82026-10-21
Retirement Planning Group, LLC
NEW5,900—+5,900——$200.7K—2026-10-19
Allworth Financial LP
INCREASED5,4603,160+2,300+73%$107.9K$186.4K+$78.5K2026-11-06
Parallel Advisors, LLC
INCREASED1,986208+1,778+855%$7.1K$67.6K+$60.5K2026-11-03
Private Trust Co NA
INCREASED1,939622+1,317+212%$21.2K$65.9K+$44.7K2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED1,6971,69700%$57.9K$57.7K-$2132026-10-27
Latitude Advisors, LLC
NEW1,034—+1,034——$35.2K—2026-10-27
Archer Investment Corp
UNCHANGED48048000%$16.4K$16.3K-$602026-11-05
US Bancorp \de\
NEW220—+220——$7.5K—2026-11-05
Davidson Capital Management Inc.
INCREASED196138+58+42%$4.7K$6.7K+$2.0K2026-10-15
Jnba Financial Advisors
NEW74—+74——$2.5K—2026-11-03
Decker Retirement Planning Inc.
NEW42—+42——$1.4K—2026-10-19
EverSource Wealth Advisors, LLC
NEW5—+5——$170—2026-11-04
Institute for Wealth Management, Llc.
CLOSED0179-179-100%$6.1K$0-$6.1K2026-11-06
Envestnet Asset Management Inc
N/A—903,081-903,081-100%$30.8M———
Rockefeller Capital Management L.P.
N/A—889,014-889,014-100%$30.3M———
Janney Montgomery Scott LLC
N/A—577,593-577,593-100%$19.7M———
Liberty Square Wealth Partners LLC
N/A—428,793-428,793-100%$14.6M———
HighTower Advisors, LLC
N/A—324,501-324,501-100%$11.1M———
Royal Bank of Canada
N/A—303,774-303,774-100%$10.4M———
Sanctuary Advisors, LLC
N/A—248,343-248,343-100%$8.5M———
IFG Advisory, LLC
N/A—221,298-221,298-100%$7.6M———
Brookwood Investment Group LLC
N/A—197,486-197,486-100%$6.7M———
Equitable Holdings, Inc.
N/A—192,536-192,536-100%$6.6M———
Global Retirement Partners, LLC
N/A—185,348-185,348-100%$6.3M———
Integrated Wealth Concepts LLC
N/A—159,221-159,221-100%$5.4M———
Stratos Wealth Advisors, LLC
N/A—139,621-139,621-100%$4.8M———
Mariner, LLC
N/A—92,800-92,800-100%$3.2M———
WCG Wealth Advisors LLC
N/A—86,788-86,788-100%$3.0M———
NewEdge Advisors, LLC
N/A—78,822-78,822-100%$2.7M———
Stifel Financial Corp
N/A—77,712-77,712-100%$2.7M———
Osaic Holdings, Inc.
N/A—58,925-58,925-100%$2.0M———
Cerity Partners LLC
N/A—57,117-57,117-100%$1.9M———
Cannon Wealth Management Services, LLC
N/A—51,478-51,478-100%$1.8M———
Per Stirling Capital Management, Llc.
N/A—50,002-50,002-100%$1.7M———
RPS Advisory Solutions LLC
N/A—49,142-49,142-100%$1.7M———
Empirical Asset Management, LLC
N/A—47,217-47,217-100%$1.6M———
Ausdal Financial Partners, Inc.
N/A—46,164-46,164-100%$1.6M———
MML Investors Services, LLC
N/A—42,898-42,898-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—42,473-42,473-100%$1.4M———
Operose Advisors LLC
N/A—36,725-36,725-100%$1.3M———
White Knight Strategic Wealth Advisors, LLC
N/A—36,007-36,007-100%$1.2M———
Kovack Advisors, Inc.
N/A—34,018-34,018-100%$1.2M———
Legacy Financial Advisors, Inc.
N/A—32,586-32,586-100%$1.1M———
Arkadios Wealth Advisors
N/A—28,122-28,122-100%$959.9K———
Steward Partners Investment Advisory, LLC
N/A—22,700-22,700-100%$774.9K———
LaSalle St. Investment Advisors, LLC
N/A—21,105-21,105-100%$720.4K———
FLC Capital Advisors
N/A—18,417-18,417-100%$628.7K———
Runnymede Capital Advisors, Inc.
N/A—17,605-17,605-100%$600.9K———
Brown Advisory Inc
N/A—17,054-17,054-100%$582.1K———
Cary Street Partners Financial LLC
N/A—14,961-14,961-100%$510.7K———
Coastal Bridge Advisors, LLC
N/A—14,551-14,551-100%$496.7K———
Regal Investment Advisors LLC
N/A—13,020-13,020-100%$444.4K———
Private Advisor Group, LLC
N/A—12,588-12,588-100%$429.7K———
Benjamin Edwards Inc
N/A—9,213-9,213-100%$314.5K———
Advisory Services Network, LLC
N/A—8,663-8,663-100%$295.7K———
Thoroughbred Financial Services, LLC
N/A—8,600-8,600-100%$293.0K———
PlanVest Financial, Inc
N/A—7,144-7,144-100%$243.9K———
Great Valley Advisor Group, Inc.
N/A—6,591-6,591-100%$224.7K———
Ethos Financial Group, LLC
N/A—6,063-6,063-100%$202.6K———
Western Wealth Management, LLC
N/A—5,949-5,949-100%$203.1K———
Advisors Preferred, LLC
N/A—4,234-4,234-100%$140.8K———
Wells Fargo & Company
N/A—1,150-1,150-100%$39.3K———
Arax Advisory Partners
N/A—828-828-100%$28.3K———
TD Capital Management LLC
N/A—700-700-100%$23.9K———
Harbour Investments, Inc.
N/A—350-350-100%$11.9K———
Geneos Wealth Management Inc.
N/A—135-135-100%$4.6K———
Morgan Stanley
N/A—2-2-100%$68———
Showing 142 of 142 institutions