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Alerian MLP ETF (AMLP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allen Investment Management, LLC
INCREASED
Shares4,904,023 from 4,440,395
Change+463,628 (+10%)
Value$254.4M (+$24.1M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares4,176,314 from 3,880,321
Change+295,993 (+8%)
Value$216.6M (+$15.4M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares2,195,668 from 2,225,589
Change-29,921 (-1%)
Value$113.9M (-$1.5M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares1,775,091 from 1,704,381
Change+70,710 (+4%)
Value$92.1M (+$3.7M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares871,610 from 778,825
Change+92,785 (+12%)
Value$45.2M (+$4.8M)
Filed 2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares801,061 from 806,927
Change-5,866 (-1%)
Value$41.6M (-$288.1K)
Filed 2026-10-29
True Private Wealth Advisors
INCREASED
Shares565,210 from 555,543
Change+9,667 (+2%)
Value$29.3M (+$512.5K)
Filed 2026-10-19
School Employees Retirement Board of Ohio
UNCHANGED
Shares506,822 from 506,822
Change0 (0%)
Value$26.3M (+$10.1K)
Filed 2026-10-22
Aprio Wealth Management, LLC
DECREASED
Shares426,750 from 427,719
Change-969 (0%)
Value$22.1M (-$41.7K)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares390,597 from 395,348
Change-4,751 (-1%)
Value$20.3M (-$238.5K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares364,555 from 356,287
Change+8,268 (+2%)
Value$18.9M (+$436.0K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares362,715 from 382,113
Change-19,398 (-5%)
Value$19.2M (-$957.0K)
Filed 2026-10-13
Violich Capital Management, Inc.
INCREASED
Shares353,870 from 333,845
Change+20,025 (+6%)
Value$18.4M (+$1.0M)
Filed 2026-10-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares349,952 from 820,859
Change-470,907 (-57%)
Value$18.2M (-$24.4M)
Filed 2026-11-02
RS Crum Inc.
INCREASED
Shares332,882 from 331,386
Change+1,496 (+0%)
Value$17.3M (+$84.2K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares321,816 from 311,938
Change+9,878 (+3%)
Value$16.7M (+$519.0K)
Filed 2026-11-05
Searcy Financial Services Inc
DECREASED
Shares301,702 from 308,099
Change-6,397 (-2%)
Value$15.6M (-$325.7K)
Filed 2026-10-07
Tectonic Advisors LLC
INCREASED
Shares288,621 from 280,210
Change+8,411 (+3%)
Value$15.0M (+$441.9K)
Filed 2026-10-22
North Star Investment Management Corp.
DECREASED
Shares286,345 from 295,028
Change-8,683 (-3%)
Value$14.9M (-$444.5K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares278,772 from 278,050
Change+722 (+0%)
Value$14.5M (+$37.4K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares270,707 from 256,358
Change+14,349 (+6%)
Value$14.0M (+$749.4K)
Filed 2026-11-02
Vista Finance, LLC
INCREASED
Shares263,629 from 258,127
Change+5,502 (+2%)
Value$13.7M (+$290.6K)
Filed 2026-10-23
Summit Financial Wealth Advisors, LLC
DECREASED
Shares253,374 from 254,098
Change-724 (0%)
Value$13.1M (-$32.5K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares246,704 from 200,918
Change+45,786 (+23%)
Value$12.8M (+$2.4M)
Filed 2026-10-14
Legacy Financial Independent Advisors LLC
DECREASED
Shares246,344 from 246,815
Change-471 (0%)
Value$12.8M (-$19.5K)
Filed 2026-11-02
Fortem Financial Group, LLC
INCREASED
Shares243,419 from 242,533
Change+886 (+0%)
Value$12.6M (+$50.8K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares237,513 from 189,897
Change+47,616 (+25%)
Value$12.3M (+$2.5M)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares236,560 from 229,990
Change+6,570 (+3%)
Value$12.3M (+$345.4K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED
Shares227,550 from 206,027
Change+21,523 (+10%)
Value$11.8M (+$1.1M)
Filed 2026-11-05
Oak Harvest Investment Services
INCREASED
Shares214,898 from 205,080
Change+9,818 (+5%)
Value$11.1M (+$513.3K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares207,227 from 198,019
Change+9,208 (+5%)
Value$10.7M (+$481.6K)
Filed 2026-11-04
Fortis Group Advisors, LLC
INCREASED
Shares205,018 from 189,931
Change+15,087 (+8%)
Value$11.1M (+$1.2M)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares204,862 from 195,021
Change+9,841 (+5%)
Value$10.6M (+$514.4K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares196,839 from 212,150
Change-15,311 (-7%)
Value$10.2M (-$789.9K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
DECREASED
Shares194,825 from 199,762
Change-4,937 (-2%)
Value$10.1M (-$252.1K)
Filed 2026-10-13
Sanders Morris Harris LLC
NEW
Shares193,900
Change+193,900
Value$10.3M
Filed 2026-10-14
Financial Management Network Inc
DECREASED
Shares184,780 from 186,807
Change-2,027 (-1%)
Value$9.7M (-$366.4K)
Filed 2026-10-09
Evergreen Capital Management LLC
INCREASED
Shares174,986 from 171,317
Change+3,669 (+2%)
Value$9.1M (+$193.8K)
Filed 2026-10-23
Brick & Kyle, Associates
INCREASED
Shares172,545 from 162,583
Change+9,962 (+6%)
Value$8.9M (+$391.5K)
Filed 2026-11-05
Shikiar Asset Management Inc
DECREASED
Shares165,825 from 169,155
Change-3,330 (-2%)
Value$8.6M (-$170.0K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares162,460 from 122,564
Change+39,896 (+33%)
Value$8.4M (+$2.1M)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares155,414 from 146,143
Change+9,271 (+6%)
Value$8.1M (+$483.8K)
Filed 2026-10-30
5th Street Advisors, LLC
INCREASED
Shares149,298 from 140,877
Change+8,421 (+6%)
Value$7.7M (+$439.6K)
Filed 2026-11-04
Left Brain Wealth Management, LLC
DECREASED
Shares148,109 from 149,437
Change-1,328 (-1%)
Value$7.7M (-$65.9K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares143,629 from 70,943
Change+72,686 (+102%)
Value$7.5M (+$3.8M)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares143,267
Change+143,267
Value$7.4M
Filed 2026-11-03
Lynx Capital Group LTD
INCREASED
Shares138,999 from 138,847
Change+152 (+0%)
Value$7.2M (+$10.6K)
Filed 2026-11-04
Ball & Co Wealth Management Inc.
INCREASED
Shares138,782 from 136,894
Change+1,888 (+1%)
Value$7.2M (+$101.6K)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares135,827 from 131,178
Change+4,649 (+4%)
Value$7.0M (+$243.8K)
Filed 2026-10-23
Norden Group LLC
DECREASED
Shares125,496 from 126,369
Change-873 (-1%)
Value$6.5M (-$42.7K)
Filed 2026-10-20
Valen Private Capital, LLC
NEW
Shares122,860
Change+122,860
Value$6.4M
Filed 2026-10-23
Griffin Asset Management, Inc.
INCREASED
Shares119,085 from 118,773
Change+312 (+0%)
Value$6.2M (+$18.5K)
Filed 2026-10-22
Wealth Advisory Solutions, LLC
UNCHANGED
Shares117,803 from 117,803
Change0 (0%)
Value$6.1M (+$2.4K)
Filed 2026-10-20
Plan Group Financial, LLC
INCREASED
Shares116,543 from 91,225
Change+25,318 (+28%)
Value$6.1M (+$1.4M)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED
Shares115,077 from 95,469
Change+19,608 (+21%)
Value$6.0M (+$1.0M)
Filed 2026-10-09
Haven Private, LLC
DECREASED
Shares114,631 from 116,915
Change-2,284 (-2%)
Value$5.9M (-$116.1K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
INCREASED
Shares109,456 from 109,273
Change+183 (+0%)
Value$5.7M (+$11.7K)
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED
Shares107,472 from 99,646
Change+7,826 (+8%)
Value$5.6M (+$407.9K)
Filed 2026-11-05
Prota Financial, LLC
INCREASED
Shares103,612 from 101,799
Change+1,813 (+2%)
Value$5.4M (+$159.9K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares102,374 from 114,270
Change-11,896 (-10%)
Value$5.3M (-$614.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares100,610 from 101,413
Change-803 (-1%)
Value$5.2M (-$39.6K)
Filed 2026-10-26
Carota Wealth Management
NEW
Shares95,487
Change+95,487
Value$5.0M
Filed 2026-11-03
White Pine Investment Co
INCREASED
Shares93,816 from 93,412
Change+404 (+0%)
Value$4.9M (+$23.0K)
Filed 2026-10-15
Salem Investment Counselors Inc
INCREASED
Shares93,497 from 92,734
Change+763 (+1%)
Value$4.8M (+$41.4K)
Filed 2026-10-13
Artesa Financial Group, LLC
INCREASED
Shares92,584 from 90,035
Change+2,549 (+3%)
Value$4.8M (+$134.0K)
Filed 2026-10-29
Verdence Capital Advisors LLC
NEW
Shares91,878
Change+91,878
Value$4.8M
Filed 2026-10-26
Sterling Investment Management, LLC
DECREASED
Shares90,359 from 95,348
Change-4,989 (-5%)
Value$4.7M (-$256.9K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares90,353 from 89,989
Change+364 (+0%)
Value$4.7M (+$20.6K)
Filed 2026-11-04
Philadelphia Trust Co
INCREASED
Shares89,669 from 88,288
Change+1,381 (+2%)
Value$4.7M (+$73.0K)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares87,318 from 74,200
Change+13,118 (+18%)
Value$4.5M (+$681.9K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares86,125 from 56,479
Change+29,646 (+52%)
Value$4.5M (+$1.5M)
Filed 2026-10-08
Sacks & Associates, LLC
INCREASED
Shares85,792 from 84,244
Change+1,548 (+2%)
Value$4.5M (-$195.2K)
Filed 2026-10-09
Madison Park Capital Advisors, LLC
INCREASED
Shares85,489 from 25,034
Change+60,455 (+241%)
Value$4.4M (-$202.8K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
INCREASED
Shares85,461 from 73,890
Change+11,571 (+16%)
Value$4.4M (+$601.7K)
Filed 2026-10-23
Lake Street Private Wealth, LLC
DECREASED
Shares85,180 from 86,946
Change-1,766 (-2%)
Value$4.4M (-$89.9K)
Filed 2026-10-22
Americana Partners, LLC
INCREASED
Shares84,082 from 83,507
Change+575 (+1%)
Value$4.4M (+$31.5K)
Filed 2026-10-28
Indivisible Partners
DECREASED
Shares82,854 from 82,862
Change-8 (0%)
Value$4.3M (+$1.2K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares79,867 from 72,238
Change+7,629 (+11%)
Value$4.2M (+$276.1K)
Filed 2026-10-27
Integrated Advisors Network LLC
DECREASED
Shares79,311 from 99,870
Change-20,559 (-21%)
Value$4.1M (-$1.1M)
Filed 2026-10-20
Cowa, LLC
INCREASED
Shares76,162 from 74,714
Change+1,448 (+2%)
Value$4.0M (+$76.7K)
Filed 2026-10-30
Allen Capital Group, LLC
DECREASED
Shares75,845 from 76,756
Change-911 (-1%)
Value$3.9M (-$45.7K)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares75,321 from 77,290
Change-1,969 (-3%)
Value$3.9M (-$100.6K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares74,849 from 69,202
Change+5,647 (+8%)
Value$3.9M (+$294.3K)
Filed 2026-10-13
Continental Advisors LLC
UNCHANGED
Shares74,723 from 74,723
Change0 (0%)
Value$3.9M (+$1.5K)
Filed 2026-10-13
TT Capital Management LLC
INCREASED
Shares74,565 from 66,845
Change+7,720 (+12%)
Value$3.9M (+$401.8K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares73,976 from 62,949
Change+11,027 (+18%)
Value$3.8M (+$573.2K)
Filed 2026-10-23
TKG Advisors, LLC
INCREASED
Shares71,819 from 69,556
Change+2,263 (+3%)
Value$3.7M (+$118.8K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares71,556 from 67,474
Change+4,082 (+6%)
Value$3.7M (+$213.1K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares70,609 from 67,219
Change+3,390 (+5%)
Value$3.7M (+$177.2K)
Filed 2026-11-05
Quartz Partners, LLC
INCREASED
Shares70,103 from 44,971
Change+25,132 (+56%)
Value$3.6M (+$1.3M)
Filed 2026-11-03
Smart Wealth LLC
DECREASED
Shares69,864 from 74,141
Change-4,277 (-6%)
Value$3.6M (-$220.4K)
Filed 2026-11-04
Hegarty Advisors, LLC
INCREASED
Shares69,656 from 60,427
Change+9,229 (+15%)
Value$3.6M (+$479.9K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares68,667 from 73,619
Change-4,952 (-7%)
Value$3.6M (-$255.4K)
Filed 2026-10-16
EagleClaw Capital Managment, LLC
NEW
Shares67,320
Change+67,320
Value$3.5M
Filed 2026-11-06
Mills Wealth Advisors LLC
INCREASED
Shares66,263 from 65,810
Change+453 (+1%)
Value$3.4M (+$24.8K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares65,858 from 69,139
Change-3,281 (-5%)
Value$3.4M (-$168.8K)
Filed 2026-10-16
Mezzasalma Advisors, LLC
INCREASED
Shares65,418 from 20,701
Change+44,717 (+216%)
Value$3.4M (+$2.3M)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED
Shares64,374 from 64,468
Change-94 (0%)
Value$3.3M (-$3.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares62,736 from 61,691
Change+1,045 (+2%)
Value$3.3M (+$55.4K)
Filed 2026-10-22
Asset One Wealth Management LLC
INCREASED
Shares62,556 from 51,051
Change+11,505 (+23%)
Value$3.2M (+$528.9K)
Filed 2026-11-02
FFG Retirement Advisors LLC
INCREASED
Shares60,804 from 60,128
Change+676 (+1%)
Value$3.2M (+$36.2K)
Filed 2026-10-20
G&S Capital LLC
INCREASED
Shares60,553 from 56,796
Change+3,757 (+7%)
Value$3.1M (+$196.0K)
Filed 2026-10-23
WealthBridge Capital Management, LLC
INCREASED
Shares59,125 from 58,799
Change+326 (+1%)
Value$3.1M (+$18.1K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares58,047 from 53,513
Change+4,534 (+8%)
Value$3.0M (+$236.3K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares57,279 from 53,762
Change+3,517 (+7%)
Value$3.0M (+$183.0K)
Filed 2026-10-26
Greatmark Investment Partners, Inc.
DECREASED
Shares57,175 from 58,675
Change-1,500 (-3%)
Value$3.0M (-$76.6K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares55,890 from 44,180
Change+11,710 (+27%)
Value$2.9M (+$608.3K)
Filed 2026-10-28
Congress Asset Management Co
DECREASED
Shares55,269 from 57,611
Change-2,342 (-4%)
Value$2.9M (-$120.4K)
Filed 2026-10-06
Forte Asset Management LLC
DECREASED
Shares54,894 from 59,723
Change-4,829 (-8%)
Value$2.8M (-$249.3K)
Filed 2026-10-13
Sculati Wealth Management, LLC
INCREASED
Shares53,796 from 53,360
Change+436 (+1%)
Value$2.8M (-$47.5K)
Filed 2026-10-19
Enclave Advisors LLC
INCREASED
Shares53,324 from 52,653
Change+671 (+1%)
Value$2.8M (+$35.9K)
Filed 2026-10-14
Brighton Jones LLC
DECREASED
Shares51,190 from 51,538
Change-348 (-1%)
Value$2.7M (-$17.0K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares49,701 from 50,001
Change-300 (-1%)
Value$2.6M (-$14.6K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares47,765 from 52,258
Change-4,493 (-9%)
Value$2.5M (-$232.0K)
Filed 2026-10-21
Heartwood Wealth Advisors LLC
INCREASED
Shares47,543 from 47,342
Change+201 (+0%)
Value$2.5M (+$11.4K)
Filed 2026-10-05
AXS Investments LLC
INCREASED
Shares47,426 from 33,203
Change+14,223 (+43%)
Value$2.5M (+$738.4K)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW
Shares45,545
Change+45,545
Value$2.4M
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares45,030 from 38,579
Change+6,451 (+17%)
Value$2.3M (+$328.9K)
Filed 2026-11-06
Capstone Wealth Management Group, Inc.
INCREASED
Shares44,872 from 42,118
Change+2,754 (+7%)
Value$2.3M (+$143.7K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares43,977 from 39,230
Change+4,747 (+12%)
Value$2.3M (+$247.0K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
UNCHANGED
Shares43,528 from 43,528
Change0 (0%)
Value$2.3M (+$870)
Filed 2026-10-15
Providence First Trust Co
DECREASED
Shares43,437 from 46,688
Change-3,251 (-7%)
Value$2.3M (-$167.7K)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares43,142 from 47,709
Change-4,567 (-10%)
Value$2.2M (-$235.9K)
Filed 2026-10-15
HUB Investment Partners, LLC
DECREASED
Shares42,743 from 44,783
Change-2,040 (-5%)
Value$2.2M (-$104.9K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares42,546 from 33,206
Change+9,340 (+28%)
Value$2.2M (+$485.1K)
Filed 2026-11-03
WP Advisors, LLC
INCREASED
Shares41,094 from 33,441
Change+7,653 (+23%)
Value$2.1M (+$397.7K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares40,793 from 42,666
Change-1,873 (-4%)
Value$2.1M (-$96.3K)
Filed 2026-10-13
Barry Investment Advisors, LLC
INCREASED
Shares40,509 from 40,376
Change+133 (+0%)
Value$2.1M (+$7.7K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares40,275 from 38,755
Change+1,520 (+4%)
Value$2.1M (+$79.6K)
Filed 2026-11-03
Stillwater Wealth Management Group
INCREASED
Shares39,590 from 33,340
Change+6,250 (+19%)
Value$2.1M (+$324.9K)
Filed 2026-10-21
HCR Wealth Advisors
INCREASED
Shares39,308 from 39,295
Change+13 (+0%)
Value$2.0M (+$1.4K)
Filed 2026-10-15
Algorithmic Investment Models, LLC
DECREASED
Shares39,115 from 40,867
Change-1,752 (-4%)
Value$2.0M (-$90.0K)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED
Shares38,880 from 39,691
Change-811 (-2%)
Value$2.0M (-$41.3K)
Filed 2026-11-05
Covenant Asset Management, LLC
DECREASED
Shares37,741 from 40,279
Change-2,538 (-6%)
Value$2.0M (-$130.8K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares37,556 from 36,818
Change+738 (+2%)
Value$1.9M (+$39.0K)
Filed 2026-10-20
Argos Wealth Advisors, LLC
INCREASED
Shares37,469 from 34,531
Change+2,938 (+9%)
Value$1.9M (+$153.1K)
Filed 2026-11-02
Rhodes Investment Advisors Inc
INCREASED
Shares37,050 from 35,535
Change+1,515 (+4%)
Value$1.9M (+$79.3K)
Filed 2026-10-07
Wakefield Asset Management Lllp
INCREASED
Shares34,736 from 29,952
Change+4,784 (+16%)
Value$1.8M (+$248.7K)
Filed 2026-11-05
71 West Capital Partners
DECREASED
Shares34,273 from 34,928
Change-655 (-2%)
Value$1.8M (-$33.3K)
Filed 2026-11-04
Aviance Capital Partners, LLC
DECREASED
Shares34,197 from 34,970
Change-773 (-2%)
Value$1.8M (-$39.4K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares33,560 from 9,075
Change+24,485 (+270%)
Value$1.7M (+$1.3M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares33,448 from 37,593
Change-4,145 (-11%)
Value$1.7M (-$214.3K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares33,374 from 30,656
Change+2,718 (+9%)
Value$1.7M (+$141.6K)
Filed 2026-10-29
Evexia Wealth LLC
INCREASED
Shares33,201 from 31,814
Change+1,387 (+4%)
Value$1.8M (+$16.1K)
Filed 2026-11-05
Collar Capital Management, LLC
DECREASED
Shares32,553 from 33,203
Change-650 (-2%)
Value$1.7M (-$33.1K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares32,485 from 34,523
Change-2,038 (-6%)
Value$1.7M (-$105.0K)
Filed 2026-10-21
Greenspring Advisors, LLC
DECREASED
Shares32,370 from 32,763
Change-393 (-1%)
Value$1.7M (-$19.7K)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares32,123 from 28,545
Change+3,578 (+13%)
Value$1.7M (+$186.2K)
Filed 2026-10-19
Founders Financial Securities LLC
DECREASED
Shares32,104 from 32,510
Change-406 (-1%)
Value$1.7M (-$20.4K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares31,439 from 30,277
Change+1,162 (+4%)
Value$1.6M (+$61.0K)
Filed 2026-10-27
RiverTree Advisors, LLC
DECREASED
Shares31,079 from 33,020
Change-1,941 (-6%)
Value$1.6M (-$100.0K)
Filed 2026-10-13
Lmcg Investments, LLC
DECREASED
Shares30,526 from 38,193
Change-7,667 (-20%)
Value$1.6M (-$396.9K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares30,347 from 24,060
Change+6,287 (+26%)
Value$1.6M (+$307.6K)
Filed 2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED
Shares30,148 from 26,412
Change+3,736 (+14%)
Value$1.6M (+$194.3K)
Filed 2026-10-28
Peddock Capital Advisors, LLC
INCREASED
Shares30,078 from 4,258
Change+25,820 (+606%)
Value$1.6M (+$1.3M)
Filed 2026-10-16
Vigilare Wealth Management
INCREASED
Shares29,975 from 13,121
Change+16,854 (+128%)
Value$1.6M (+$874.5K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares29,910 from 26,018
Change+3,892 (+15%)
Value$1.6M (+$202.4K)
Filed 2026-11-04
BOS Asset Management, LLC
INCREASED
Shares29,850 from 26,125
Change+3,725 (+14%)
Value$1.5M (+$193.7K)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares29,478 from 29,832
Change-354 (-1%)
Value$1.5M (-$17.8K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares29,312 from 29,227
Change+85 (+0%)
Value$1.5M (+$5.0K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares29,195 from 30,061
Change-866 (-3%)
Value$1.5M (-$45.0K)
Filed 2026-10-22
Titleist Asset Management, LLC
DECREASED
Shares28,954 from 40,915
Change-11,961 (-29%)
Value$1.5M (-$619.6K)
Filed 2026-10-08
Robertson Stephens Wealth Management, LLC
NEW
Shares28,948
Change+28,948
Value$1.5M
Filed 2026-10-16
Total Wealth Planning & Management, Inc.
INCREASED
Shares28,796 from 26,783
Change+2,013 (+8%)
Value$1.5M (+$105.0K)
Filed 2026-10-23
Allen Wealth Management, LLC
DECREASED
Shares28,746 from 34,673
Change-5,927 (-17%)
Value$1.5M (-$306.7K)
Filed 2026-10-29
OAK Family Advisors, LLC
INCREASED
Shares28,198 from 26,673
Change+1,525 (+6%)
Value$1.5M (+$79.6K)
Filed 2026-10-19
Albion Financial Group
INCREASED
Shares28,068 from 27,893
Change+175 (+1%)
Value$1.5M (+$9.6K)
Filed 2026-10-21
Herbst Group, LLC
DECREASED
Shares27,825 from 76,619
Change-48,794 (-64%)
Value$1.4M (-$2.5M)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares27,221 from 26,388
Change+833 (+3%)
Value$1.4M (+$43.7K)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares27,137 from 26,609
Change+528 (+2%)
Value$1.4M (+$27.9K)
Filed 2026-10-14
Formidable Asset Management, LLC
INCREASED
Shares26,910 from 26,525
Change+385 (+1%)
Value$1.4M (-$992)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares26,805 from 26,401
Change+404 (+2%)
Value$1.4M (+$21.5K)
Filed 2026-10-02
Cornerstone Wealth Management, LLC
DECREASED
Shares26,511 from 27,286
Change-775 (-3%)
Value$1.4M (-$39.7K)
Filed 2026-11-04
Puff Wealth Management, LLC
INCREASED
Shares26,457 from 22,004
Change+4,453 (+20%)
Value$1.4M (+$231.4K)
Filed 2026-10-07
Lynx Investment Advisory
DECREASED
Shares26,149 from 28,557
Change-2,408 (-8%)
Value$1.4M (-$124.3K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares25,533 from 24,266
Change+1,267 (+5%)
Value$1.3M (+$66.2K)
Filed 2026-10-26
First Premier Bank
INCREASED
Shares25,080 from 25,076
Change+4 (+0%)
Value$1.3M (+$1.0K)
Filed 2026-10-13
Bullseye Investment Management, LLC
INCREASED
Shares24,991 from 24,312
Change+679 (+3%)
Value$1.3M (+$35.7K)
Filed 2026-10-29
Beirne Wealth Consulting Services, LLC
INCREASED
Shares24,696 from 24,569
Change+127 (+1%)
Value$1.3M (+$7.1K)
Filed 2026-10-19
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares24,681 from 24,748
Change-67 (0%)
Value$1.3M (-$3.0K)
Filed 2026-10-06
Guilbault Capital LLC
NEW
Shares24,056
Change+24,056
Value$1.2M
Filed 2026-10-28
Retirement Planning Group, LLC
INCREASED
Shares23,628 from 12,709
Change+10,919 (+86%)
Value$572.1K (-$86.8K)
Filed 2026-10-19
Legacy Advisors, LLC
UNCHANGED
Shares23,300 from 23,300
Change0 (0%)
Value$1.2M (+$466)
Filed 2026-10-19
Fortress Financial Solutions, LLC
NEW
Shares23,207
Change+23,207
Value$1.2M
Filed 2026-10-14
Tcfg Investment Advisors, LLC
INCREASED
Shares23,193 from 21,173
Change+2,020 (+10%)
Value$1.2M (+$105.2K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares22,878 from 23,059
Change-181 (-1%)
Value$1.2M (+$5.3K)
Filed 2026-11-02
Granite Group Advisors, LLC
UNCHANGED
Shares22,593 from 22,593
Change0 (0%)
Value$1.2M (+$452)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
INCREASED
Shares22,534 from 21,997
Change+537 (+2%)
Value$1.2M (+$28.3K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares22,222 from 23,982
Change-1,760 (-7%)
Value$1.2M (-$90.8K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares21,983 from 20,561
Change+1,422 (+7%)
Value$1.1M (+$74.1K)
Filed 2026-10-13
Fullerton Advisors, LLC
INCREASED
Shares21,856 from 21,571
Change+285 (+1%)
Value$1.1M (+$15.2K)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares21,430 from 21,548
Change-118 (-1%)
Value$1.1M (-$5.7K)
Filed 2026-11-02
Powell Investment Advisors, LLC
INCREASED
Shares21,264 from 21,208
Change+56 (+0%)
Value$1.1M (+$3.3K)
Filed 2026-10-22
Rudd Co d/b/a Styre Wealth
NEW
Shares20,761
Change+20,761
Value$1.1M
Filed 2026-10-29
Activest Wealth Management
INCREASED
Shares20,386 from 20,384
Change+2 (+0%)
Value$1.1M (+$496)
Filed 2026-10-15
First Merchants Corp
INCREASED
Shares20,330 from 19,932
Change+398 (+2%)
Value$1.1M (+$21.0K)
Filed 2026-10-15
Aurora Private Wealth, Inc.
DECREASED
Shares20,111 from 21,739
Change-1,628 (-7%)
Value$1.0M (-$84.0K)
Filed 2026-10-20
Fourpath Capital Management, LLC
INCREASED
Shares20,006 from 19,976
Change+30 (+0%)
Value$1.0M (+$2.0K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.0M (+$400)
Filed 2026-10-26
Auour Investments LLC
UNCHANGED
Shares19,818 from 19,818
Change0 (0%)
Value$1.0M (+$397)
Filed 2026-10-28
Novem Group
INCREASED
Shares19,715 from 19,681
Change+34 (+0%)
Value$1.0M (+$2.1K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares19,617 from 19,425
Change+192 (+1%)
Value$1.0M (+$10.4K)
Filed 2026-10-14
Islay Capital Management, LLC
DECREASED
Shares18,794 from 21,926
Change-3,132 (-14%)
Value$974.8K (-$162.0K)
Filed 2026-10-20
Schuylkill Financial LLC
INCREASED
Shares18,281 from 17,878
Change+403 (+2%)
Value$948.3K (+$21.3K)
Filed 2026-10-21
Mattern Wealth Management LLC
UNCHANGED
Shares18,250 from 18,250
Change0 (0%)
Value$946.6K (+$365)
Filed 2026-11-04
Everest Financial Group LLC
UNCHANGED
Shares18,128 from 18,128
Change0 (0%)
Value$940.3K (+$362)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares17,990 from 10,269
Change+7,721 (+75%)
Value$933.2K (+$400.7K)
Filed 2026-11-06
Nvwm, LLC
INCREASED
Shares17,861 from 17,803
Change+58 (+0%)
Value$926.5K (+$3.4K)
Filed 2026-10-14
Gould Asset Management LLC
DECREASED
Shares17,761 from 18,379
Change-618 (-3%)
Value$921.3K (-$31.7K)
Filed 2026-11-06
Onyx Bridge Wealth Group LLC
INCREASED
Shares17,684 from 17,388
Change+296 (+2%)
Value$917.3K (+$15.7K)
Filed 2026-10-16
TMB Capital Partners, LLC
INCREASED
Shares17,679 from 17,607
Change+72 (+0%)
Value$917.0K (+$4.1K)
Filed 2026-10-20
Cypress Wealth Services, LLC
DECREASED
Shares17,077 from 17,580
Change-503 (-3%)
Value$894.2K (-$17.3K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares16,676
Change+16,676
Value$865.0K
Filed 2026-10-26
Ulland Investment Advisors, LLC
DECREASED
Shares16,280 from 16,480
Change-200 (-1%)
Value$844.0K (-$10.0K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares16,167 from 16,167
Change0 (0%)
Value$838.3K ($0)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares16,149 from 14,700
Change+1,449 (+10%)
Value$837.7K (+$75.5K)
Filed 2026-10-15
Venture Visionary Partners LLC
INCREASED
Shares15,668 from 12,689
Change+2,979 (+23%)
Value$812.7K (+$154.8K)
Filed 2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares15,656 from 18,559
Change-2,903 (-16%)
Value$812.1K (-$150.2K)
Filed 2026-10-05
Wealthcare Advisory Partners LLC
DECREASED
Shares15,552 from 16,818
Change-1,266 (-8%)
Value$806.7K (-$65.4K)
Filed 2026-10-21
HFG Wealth Management, LLC
UNCHANGED
Shares15,478 from 15,478
Change0 (0%)
Value$802.5K ($0)
Filed 2026-10-16
CPA Asset Management Group, LLC
UNCHANGED
Shares15,424 from 15,424
Change0 (0%)
Value$800.0K (+$308)
Filed 2026-10-26
Collaborative Capital Advisors LLC
UNCHANGED
Shares15,406 from 15,406
Change0 (0%)
Value$799.1K (+$308)
Filed 2026-11-06
Level Four Advisory Services, LLC
INCREASED
Shares15,389 from 15,056
Change+333 (+2%)
Value$798.3K (+$17.6K)
Filed 2026-11-06
Retirement Financial Solutions, LLC
INCREASED
Shares15,210 from 14,342
Change+868 (+6%)
Value$789.0K (+$45.3K)
Filed 2026-10-20
Mainsail Asset Management, LLC
UNCHANGED
Shares15,136 from 15,136
Change0 (0%)
Value$809.0K (-$8.8K)
Filed 2026-10-14
Sound Financial Strategies Group, LLC
DECREASED
Shares15,071 from 16,106
Change-1,035 (-6%)
Value$781.7K (-$53.4K)
Filed 2026-10-30
Cordoba Advisory Partners LLC
INCREASED
Shares15,003 from 14,742
Change+261 (+2%)
Value$778.2K (+$13.8K)
Filed 2026-10-19
Heffernan Advisory, Inc
DECREASED
Shares14,859 from 14,928
Change-69 (0%)
Value$770.7K (-$3.3K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares14,801 from 14,801
Change0 (0%)
Value$773.5K (+$9.5K)
Filed 2026-11-04
Trilogy Capital Inc.
UNCHANGED
Shares14,532 from 14,532
Change0 (0%)
Value$753.8K (+$291)
Filed 2026-10-20
Jeppson Wealth Management, LLC
INCREASED
Shares14,361 from 14,360
Change+1 (+0%)
Value$744.9K (+$331)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares14,050 from 12,000
Change+2,050 (+17%)
Value$728.8K (+$106.6K)
Filed 2026-11-05
Meadowbrook Wealth Management, LLC
INCREASED
Shares13,833 from 12,883
Change+950 (+7%)
Value$717.5K (+$52.5K)
Filed 2026-10-08
FF Advisors,LLC
DECREASED
Shares13,754 from 13,788
Change-34 (0%)
Value$713.4K (-$1.5K)
Filed 2026-10-21
Pinnacle Associates LTD
INCREASED
Shares13,693 from 13,665
Change+28 (+0%)
Value$710.3K (+$1.7K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
DECREASED
Shares13,649 from 13,744
Change-95 (-1%)
Value$708.0K (-$4.7K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares13,608 from 5,892
Change+7,716 (+131%)
Value$705.8K (+$400.3K)
Filed 2026-11-05
Howard Wealth Management, LLC
INCREASED
Shares13,310 from 12,708
Change+602 (+5%)
Value$690.4K (+$31.5K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
INCREASED
Shares13,129 from 12,809
Change+320 (+3%)
Value$681.0K (+$16.9K)
Filed 2026-11-03
Rockport Wealth LLC
DECREASED
Shares13,085 from 13,743
Change-658 (-5%)
Value$678.7K (-$33.8K)
Filed 2026-11-03
Consolidated Capital Management, LLC
INCREASED
Shares13,083 from 12,880
Change+203 (+2%)
Value$678.6K (+$10.8K)
Filed 2026-10-13
Texas Bank & Trust Co
INCREASED
Shares13,044 from 12,064
Change+980 (+8%)
Value$676.6K (+$51.1K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
INCREASED
Shares12,975 from 12,605
Change+370 (+3%)
Value$673.0K (+$19.4K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares12,774 from 6,502
Change+6,272 (+96%)
Value$662.6K (+$325.5K)
Filed 2026-10-29
Ballast Rock Private Wealth LLC
UNCHANGED
Shares12,759 from 12,759
Change0 (0%)
Value$661.8K (+$255)
Filed 2026-10-26
Hofer & Associates. Inc
NEW
Shares12,706
Change+12,706
Value$659.0K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares12,706 from 12,494
Change+212 (+2%)
Value$659.0K (+$11.2K)
Filed 2026-10-14
Sunbeam Capital Management, LLC
UNCHANGED
Shares12,261 from 12,261
Change0 (0%)
Value$636.0K (+$245)
Filed 2026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED
Shares12,242 from 8,162
Change+4,080 (+50%)
Value$635.0K (+$211.8K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
INCREASED
Shares12,128 from 11,880
Change+248 (+2%)
Value$629.1K (+$13.1K)
Filed 2026-10-30
Ddfg, Inc
INCREASED
Shares12,118 from 11,884
Change+234 (+2%)
Value$628.6K (+$12.4K)
Filed 2026-10-15
Hurley Capital, LLC
DECREASED
Shares12,082 from 14,519
Change-2,437 (-17%)
Value$626.7K (-$126.1K)
Filed 2026-11-05
Greenwood Capital Associates LLC
INCREASED
Shares11,865 from 10,026
Change+1,839 (+18%)
Value$615.4K (+$95.6K)
Filed 2026-10-27
Dumont & Blake Investment Advisors LLC
DECREASED
Shares11,837 from 11,962
Change-125 (-1%)
Value$614.0K (-$6.2K)
Filed 2026-10-28
J2 Capital Management Inc
DECREASED
Shares11,629 from 11,729
Change-100 (-1%)
Value$603.2K (-$4.9K)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares11,237 from 10,063
Change+1,174 (+12%)
Value$582.8K (+$61.0K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares11,150 from 11,150
Change0 (0%)
Value$578.4K (+$223)
Filed 2026-10-14
Edge Wealth Management LLC
DECREASED
Shares10,894 from 10,899
Change-5 (0%)
Value$565.5K (+$393)
Filed 2026-10-13
Hollow Brook Wealth Management LLC
DECREASED
Shares10,881 from 16,642
Change-5,761 (-35%)
Value$564.4K (-$298.5K)
Filed 2026-10-29
Wealth Effects LLC
INCREASED
Shares10,858 from 10,694
Change+164 (+2%)
Value$563.2K (+$8.7K)
Filed 2026-10-23
Waldron Private Wealth LLC
UNCHANGED
Shares10,847 from 10,847
Change0 (0%)
Value$562.6K (+$217)
Filed 2026-11-02
Register Financial Advisors LLC
INCREASED
Shares10,788 from 10,256
Change+532 (+5%)
Value$559.6K (+$27.8K)
Filed 2026-10-23
Aspen Wealth Management LLC
UNCHANGED
Shares10,729 from 10,729
Change0 (0%)
Value$556.5K (+$214)
Filed 2026-10-14
Kercheville Advisors, LLC
INCREASED
Shares10,675 from 8,150
Change+2,525 (+31%)
Value$553.7K (+$131.1K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares10,651
Change+10,651
Value$552.5K
Filed 2026-10-28
Castleview Partners, LLC
INCREASED
Shares10,603 from 9,929
Change+674 (+7%)
Value$550.0K (+$35.2K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares10,588 from 10,530
Change+58 (+1%)
Value$549.2K (+$3.2K)
Filed 2026-11-03
Segment Wealth Management, LLC
UNCHANGED
Shares10,375 from 10,375
Change0 (0%)
Value$538.2K (+$207)
Filed 2026-10-26
Moors & Cabot, Inc.
INCREASED
Shares10,213 from 5,039
Change+5,174 (+103%)
Value$529.8K (+$268.5K)
Filed 2026-11-06
Abel Hall, LLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$529.1K (+$204)
Filed 2026-10-19
Patten & Patten Inc
DECREASED
Shares10,194 from 10,444
Change-250 (-2%)
Value$528.8K (-$12.8K)
Filed 2026-10-26
Ballew Advisors, Inc
UNCHANGED
Shares10,032 from 10,032
Change0 (0%)
Value$528.1K (+$5.8K)
Filed 2026-10-05
Securian Asset Management, Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$518.7K (-$21.6K)
Filed 2026-11-06
Saxon Interests, Inc.
DECREASED
Shares9,962 from 10,364
Change-402 (-4%)
Value$516.7K (-$20.7K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
DECREASED
Shares9,862 from 10,595
Change-733 (-7%)
Value$511.5K (-$37.8K)
Filed 2026-10-22
Walker Asset Management, LLC
DECREASED
Shares9,808 from 10,672
Change-864 (-8%)
Value$508.7K (-$44.6K)
Filed 2026-10-13
Advisory Advocates, LLC
UNCHANGED
Shares9,793 from 9,793
Change0 (0%)
Value$508.0K (+$196)
Filed 2026-11-05
Arlington Financial Advisors, LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$492.8K (+$190)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares9,490 from 9,473
Change+17 (+0%)
Value$492.2K (+$1.1K)
Filed 2026-10-26
Glenview Trust Co
NEW
Shares9,416
Change+9,416
Value$488.4K
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares9,297 from 8,535
Change+762 (+9%)
Value$482.9K (+$40.4K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares9,239 from 8,691
Change+548 (+6%)
Value$479.2K (+$28.6K)
Filed 2026-10-27
Investment Planning Advisors, Inc.
DECREASED
Shares9,176 from 9,345
Change-169 (-2%)
Value$476.0K (-$8.6K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
DECREASED
Shares9,151 from 9,164
Change-13 (0%)
Value$474.7K (-$491)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$466.8K (+$180)
Filed 2026-11-03
Sapient Capital LLC
UNCHANGED
Shares8,949 from 8,949
Change0 (0%)
Value$464.2K (+$179)
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares8,941
Change+8,941
Value$477.5K
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares8,753 from 8,420
Change+333 (+4%)
Value$454.0K (+$17.4K)
Filed 2026-11-06
Northwest Wealth Management, LLC
INCREASED
Shares8,591 from 8,536
Change+55 (+1%)
Value$445.6K (+$3.0K)
Filed 2026-10-30
Ergawealth Advisors, Inc.
DECREASED
Shares8,480 from 8,579
Change-99 (-1%)
Value$439.9K (-$4.9K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares8,369 from 12,218
Change-3,849 (-31%)
Value$434.1K (-$199.4K)
Filed 2026-10-22
Imc-Chicago, LLC
DECREASED
Shares8,317 from 22,342
Change-14,025 (-63%)
Value$431.4K (-$727.0K)
Filed 2026-11-05
Summit Investment Advisory Services, LLC
INCREASED
Shares8,291 from 8,194
Change+97 (+1%)
Value$430.0K (+$5.2K)
Filed 2026-11-03
TME Financial, Inc.
INCREASED
Shares8,141 from 7,620
Change+521 (+7%)
Value$422.3K (+$27.2K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
INCREASED
Shares8,079 from 6,079
Change+2,000 (+33%)
Value$419.1K (+$84.8K)
Filed 2026-10-20
Noesis Capital Mangement Corp
INCREASED
Shares8,020 from 7,020
Change+1,000 (+14%)
Value$416.0K (+$52.0K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
INCREASED
Shares8,009 from 6,107
Change+1,902 (+31%)
Value$415.4K (+$98.8K)
Filed 2026-10-26
Florida Trust Wealth Management Co
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$415.0K (+$160)
Filed 2026-11-05
Keudell ison Wealth Management
UNCHANGED
Shares7,892 from 7,892
Change0 (0%)
Value$409.4K (+$158)
Filed 2026-10-16
BFI Infinity Ltd.
NEW
Shares7,795
Change+7,795
Value$404.3K
Filed 2026-10-16
Synergy Asset Management, LLC
INCREASED
Shares7,694 from 6,736
Change+958 (+14%)
Value$399.1K (+$49.8K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares7,692 from 6,937
Change+755 (+11%)
Value$399.0K (+$39.3K)
Filed 2026-10-29
Ignite Planners, LLC
INCREASED
Shares7,481 from 4,655
Change+2,826 (+61%)
Value$393.3K (+$151.6K)
Filed 2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED
Shares7,439 from 7,568
Change-129 (-2%)
Value$385.9K (-$6.5K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
INCREASED
Shares7,349 from 7,186
Change+163 (+2%)
Value$381.2K (+$8.6K)
Filed 2026-10-23
Courier Capital LLC
INCREASED
Shares7,302 from 7,279
Change+23 (+0%)
Value$378.8K (+$1.4K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
UNCHANGED
Shares7,243 from 7,243
Change0 (0%)
Value$375.7K (+$144)
Filed 2026-11-03
RDA Financial Network
UNCHANGED
Shares7,107 from 7,107
Change0 (0%)
Value$368.6K (+$142)
Filed 2026-10-15
Capital Asset Advisory Services LLC
INCREASED
Shares7,100 from 5,832
Change+1,268 (+22%)
Value$371.8K (+$69.4K)
Filed 2026-10-30
Gutierrez Wealth Advisory, LLC
UNCHANGED
Shares7,070 from 7,070
Change0 (0%)
Value$366.7K (+$141)
Filed 2026-11-02
Clear Trail Advisors, LLC
DECREASED
Shares6,943 from 6,995
Change-52 (-1%)
Value$360.1K (-$2.6K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares6,899 from 7,180
Change-281 (-4%)
Value$357.9K (-$14.4K)
Filed 2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED
Shares6,854 from 7,720
Change-866 (-11%)
Value$363.0K (-$37.2K)
Filed 2026-10-09
Stableford Capital II LLC
UNCHANGED
Shares6,829 from 6,829
Change0 (0%)
Value$354.2K (+$136)
Filed 2026-10-09
Independent Wealth Network Inc.
INCREASED
Shares6,718 from 6,375
Change+343 (+5%)
Value$348.5K (+$17.9K)
Filed 2026-10-19
Bokf, NA
DECREASED
Shares6,580 from 12,495
Change-5,915 (-47%)
Value$341.3K (-$306.6K)
Filed 2026-10-27
LongView Wealth Management
INCREASED
Shares6,487 from 6,435
Change+52 (+1%)
Value$336.5K (+$2.9K)
Filed 2026-10-19
Quantum Financial Partners LLC
INCREASED
Shares6,415 from 5,588
Change+827 (+15%)
Value$332.7K (+$43.0K)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares6,291 from 6,573
Change-282 (-4%)
Value$326.3K (-$14.5K)
Filed 2026-11-04
PMG Family Office LLC
UNCHANGED
Shares6,197 from 6,197
Change0 (0%)
Value$321.4K (+$124)
Filed 2026-10-19
MPS Loria Financial Planners, LLC
INCREASED
Shares6,152 from 6,027
Change+125 (+2%)
Value$319.1K (+$6.6K)
Filed 2026-10-14
Wesbanco Bank Inc
DECREASED
Shares6,124 from 8,148
Change-2,024 (-25%)
Value$317.7K (-$104.8K)
Filed 2026-11-04
Smithbridge Asset Management Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$311.2K (+$120)
Filed 2026-10-19
Steinberganna Wealth Management
INCREASED
Shares5,986 from 5,941
Change+45 (+1%)
Value$310.5K (+$2.5K)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares5,970 from 6,758
Change-788 (-12%)
Value$309.7K (-$40.8K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares5,947 from 5,937
Change+10 (+0%)
Value$308.5K (+$638)
Filed 2026-10-23
Gibraltar Capital Management, Inc.
NEW
Shares5,915
Change+5,915
Value$306.8K
Filed 2026-10-27
Lazari Capital Management, Inc.
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$302.4K (+$116)
Filed 2026-10-20
L.K. Benson & Company, P.C.
UNCHANGED
Shares5,818 from 5,818
Change0 (0%)
Value$301.8K (+$116)
Filed 2026-10-23
Premier Path Wealth Partners, LLC
INCREASED
Shares5,752 from 5,659
Change+93 (+2%)
Value$298.4K (+$4.9K)
Filed 2026-10-16
Obermeyer Wealth Partners
UNCHANGED
Shares5,726 from 5,726
Change0 (0%)
Value$297.0K (+$115)
Filed 2026-10-21
Armstrong Advisory Group, Inc
DECREASED
Shares5,704 from 7,423
Change-1,719 (-23%)
Value$295.9K (-$89.0K)
Filed 2026-10-09
Krilogy Financial LLC
INCREASED
Shares5,699 from 5,692
Change+7 (+0%)
Value$300.4K (+$5.3K)
Filed 2026-10-13
Richard C. Young & Co., Ltd.
INCREASED
Shares5,640 from 5,608
Change+32 (+1%)
Value$292.6K (+$1.8K)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares5,604 from 5,594
Change+10 (+0%)
Value$290.7K (+$608)
Filed 2026-11-03
Buckhead Capital Management LLC
INCREASED
Shares5,597 from 5,091
Change+506 (+10%)
Value$290.3K (+$26.3K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares5,503
Change+5,503
Value$285.5K
Filed 2026-10-27
Washington Trust Advisors, Inc.
DECREASED
Shares5,434 from 5,539
Change-105 (-2%)
Value$281.9K (-$5.3K)
Filed 2026-10-22
Rose Capital Advisors LLC
NEW
Shares5,399
Change+5,399
Value$280.1K
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares5,379 from 5,379
Change0 (0%)
Value$279.0K (+$108)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
INCREASED
Shares5,358 from 5,276
Change+82 (+2%)
Value$277.9K (+$4.4K)
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$274.9K (+$106)
Filed 2026-10-14
Invested Advisors
DECREASED
Shares5,267 from 5,312
Change-45 (-1%)
Value$273.2K (-$2.2K)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares5,255 from 6,114
Change-859 (-14%)
Value$272.6K (-$44.4K)
Filed 2026-10-28
Wealth Preservation Advisors, LLC
NEW
Shares5,201
Change+5,201
Value$269.8K
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$269.7K (+$104)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares5,192 from 4,578
Change+614 (+13%)
Value$269.3K (+$31.9K)
Filed 2026-10-28
Millennium Capital Advisors, LLC
INCREASED
Shares5,167 from 5,137
Change+30 (+1%)
Value$268.0K (+$1.6K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
DECREASED
Shares5,111 from 15,111
Change-10,000 (-66%)
Value$265.1K (-$518.4K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
INCREASED
Shares5,103 from 5,102
Change+1 (+0%)
Value$264.7K (+$156)
Filed 2026-11-06
Investment Research Partners LLC
DECREASED
Shares5,071 from 5,116
Change-45 (-1%)
Value$263.0K (-$2.2K)
Filed 2026-10-19
Financial Insights, Inc.
INCREASED
Shares5,049 from 5,029
Change+20 (+0%)
Value$261.9K (+$1.1K)
Filed 2026-10-27
Future Financial Wealth Managment LLC
INCREASED
Shares5,019 from 4,883
Change+136 (+3%)
Value$260.3K (-$7.9K)
Filed 2026-10-15
Envision Financial LLC
DECREASED
Shares5,014 from 5,057
Change-43 (-1%)
Value$260.1K (-$2.1K)
Filed 2026-10-15
Central Trust Co
UNCHANGED
Shares4,994 from 4,994
Change0 (0%)
Value$259.0K (+$100)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares4,982 from 5,482
Change-500 (-9%)
Value$258.4K (-$25.8K)
Filed 2026-10-21
Legacy Wealth Partners, LLC
INCREASED
Shares4,919 from 4,032
Change+887 (+22%)
Value$255.1K (+$46.1K)
Filed 2026-10-15
Mach-1 Financial Group, LLC
DECREASED
Shares4,911 from 7,310
Change-2,399 (-33%)
Value$254.7K (-$124.3K)
Filed 2026-11-06
Redwood Family Wealth LLC
INCREASED
Shares4,797 from 4,747
Change+50 (+1%)
Value$248.8K (+$2.7K)
Filed 2026-10-20
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares4,743 from 4,743
Change0 (0%)
Value$246.0K (+$94)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares4,693 from 4,693
Change0 (0%)
Value$243.4K (+$93)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$244.6K (-$10.3K)
Filed 2026-10-21
Essex Bank
INCREASED
Shares4,646 from 4,145
Change+501 (+12%)
Value$240.9K (+$26.1K)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares4,632 from 8,674
Change-4,042 (-47%)
Value$240.3K (-$209.5K)
Filed 2026-10-23
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares4,610 from 4,524
Change+86 (+2%)
Value$239.1K (+$4.5K)
Filed 2026-10-26
Beaumont Asset Management, L.L.C.
DECREASED
Shares4,553 from 4,748
Change-195 (-4%)
Value$236.2K (-$10.0K)
Filed 2026-10-16
EPG Wealth Management LLC
INCREASED
Shares4,532 from 4,496
Change+36 (+1%)
Value$235.1K (+$2.0K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares4,520 from 4,619
Change-99 (-2%)
Value$234.5K (-$5.0K)
Filed 2026-10-15
Lyell Wealth Management, LP
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$233.4K (+$90)
Filed 2026-10-30
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$230.8K (+$89)
Filed 2026-11-03
Southland Equity Partners LLC
UNCHANGED
Shares4,445 from 4,445
Change0 (0%)
Value$230.6K (+$89)
Filed 2026-10-14
Objective Capital Management, LLC
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$229.1K (+$88)
Filed 2026-10-13
Searle & Co.
UNCHANGED
Shares4,337 from 4,337
Change0 (0%)
Value$225.0K (+$87)
Filed 2026-11-04
Secure Asset Management, LLC
INCREASED
Shares4,318 from 4,210
Change+108 (+3%)
Value$224.0K (+$5.7K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
DECREASED
Shares4,283 from 4,570
Change-287 (-6%)
Value$222.2K (-$14.8K)
Filed 2026-10-09
Insight 2811, Inc.
UNCHANGED
Shares4,247 from 4,247
Change0 (0%)
Value$220.3K (+$85)
Filed 2026-11-06
Ritholtz Wealth Management
DECREASED
Shares4,230 from 4,235
Change-5 (0%)
Value$219.4K (-$170)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares4,196 from 4,046
Change+150 (+4%)
Value$217.7K (+$4.2K)
Filed 2026-10-30
LVW Advisors, LLC
UNCHANGED
Shares4,185 from 4,185
Change0 (0%)
Value$217.1K (+$83)
Filed 2026-10-19
Northcape Wealth Management, LLC
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$216.3K (+$83)
Filed 2026-11-04
Money Concepts Capital Corp
INCREASED
Shares4,160 from 4,007
Change+153 (+4%)
Value$215.8K (+$8.0K)
Filed 2026-11-06
Destiny Wealth Partners, LLC
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$219.4K (-$10.7K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED
Shares4,105 from 4,102
Change+3 (+0%)
Value$212.9K (+$235)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares4,054 from 3,996
Change+58 (+1%)
Value$210.3K (+$3.1K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$210.1K (+$81)
Filed 2026-11-03
Ridgepath Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$207.5K (+$80)
Filed 2026-10-29
Surience Private Wealth LLC
DECREASED
Shares3,946 from 4,315
Change-369 (-9%)
Value$204.7K (-$19.1K)
Filed 2026-10-16
Diversified Management Inc
NEW
Shares3,900
Change+3,900
Value$202.3K
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares3,895 from 3,655
Change+240 (+7%)
Value$202.0K (+$12.5K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares3,730 from 4,020
Change-290 (-7%)
Value$193.5K (-$15.0K)
Filed 2026-10-20
First Horizon Corp
UNCHANGED
Shares3,689 from 3,689
Change0 (0%)
Value$191.3K (+$73)
Filed 2026-10-26
Roxbury Financial LLC
DECREASED
Shares3,668 from 3,766
Change-98 (-3%)
Value$190.3K (-$5.0K)
Filed 2026-10-01
10Elms LLP
UNCHANGED
Shares3,483 from 3,483
Change0 (0%)
Value$180.7K (+$70)
Filed 2026-11-06
Holos Integrated Wealth LLC
UNCHANGED
Shares3,145 from 3,145
Change0 (0%)
Value$164.2K (-$2.1K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$161.8K (+$62)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,092 from 3,092
Change0 (0%)
Value$160.4K (+$62)
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares2,821 from 1,875
Change+946 (+50%)
Value$146.3K (+$49.1K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$134.9K (+$52)
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares2,525 from 2,509
Change+16 (+1%)
Value$131.0K (+$853)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,441 from 2,068
Change+373 (+18%)
Value$126.6K (+$19.4K)
Filed 2026-10-27
Lodestone Wealth Management LLC
INCREASED
Shares2,255 from 2,213
Change+42 (+2%)
Value$117.0K (+$2.2K)
Filed 2026-10-14
Putney Financial Group LLC
NEW
Shares2,184
Change+2,184
Value$113.3K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares2,025
Change+2,025
Value$105.0K
Filed 2026-11-04
Zions Bancorporation, National Association
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$103.7K (+$40)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares1,974 from 1,971
Change+3 (+0%)
Value$102.4K (+$186)
Filed 2026-11-02
Gilpin Wealth Management, LLC
INCREASED
Shares1,803 from 1,762
Change+41 (+2%)
Value$93.5K (+$2.2K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
INCREASED
Shares1,733 from 1,709
Change+24 (+1%)
Value$89.9K (+$1.3K)
Filed 2026-10-07
Eastern Bank
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$89.2K (+$34)
Filed 2026-10-05
TD Waterhouse Canada Inc.
INCREASED
Shares1,703 from 1,676
Change+27 (+2%)
Value$88.7K (+$4.5K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares1,585
Change+1,585
Value$82.2K
Filed 2026-11-05
Summer Road LLC
INCREASED
Shares1,535 from 1,530
Change+5 (+0%)
Value$79.6K (+$301)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,519
Change+1,519
Value$78.8K
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares1,385 from 1,392
Change-7 (0%)
Value$71.8K (-$335)
Filed 2026-10-08
Meriwether Wealth & Planning, LLC
NEW
Shares1,305
Change+1,305
Value$67.7K
Filed 2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$67.4K (+$26)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares1,250
Change+1,250
Value$64.8K
Filed 2026-10-27
Friedenthal Financial
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$57.2K (+$22)
Filed 2026-10-27
Maseco LLP
NEW
Shares1,070
Change+1,070
Value$55.5K
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares1,068
Change+1,068
Value$55.4K
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares973 from 972
Change+1 (+0%)
Value$50.5K (+$58)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$47.2K (+$18)
Filed 2026-10-20
Citizens National Bank Trust Department
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$44.6K (+$17)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$43.4K (+$17)
Filed 2026-10-20
First United Bank & Trust
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$43.3K (+$17)
Filed 2026-10-22
Buck Wealth Strategies, LLC
INCREASED
Shares831 from 815
Change+16 (+2%)
Value$43.1K (+$812)
Filed 2026-10-28
Independence Bank of Kentucky
INCREASED
Shares805 from 460
Change+345 (+75%)
Value$41.8K (+$17.9K)
Filed 2026-10-26
Montag A & Associates Inc
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$41.6K (+$16)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
NEW
Shares735
Change+735
Value$38.1K
Filed 2026-10-28
Financial Consulate, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$31.1K (+$12)
Filed 2026-10-23
GS Investments, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$31.1K (+$12)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$31.1K (+$12)
Filed 2026-10-22
1620 Investment Advisors, Inc.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$30.1K (+$11)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares560 from 681
Change-121 (-18%)
Value$29.0K (-$6.3K)
Filed 2026-11-06
Gamma Investing LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$28.4K (+$11)
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$28.2K (+$10)
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares481 from 472
Change+9 (+2%)
Value$25.0K (+$471)
Filed 2026-10-23
Bank of New Hampshire
NEW
Shares470
Change+470
Value$24.4K
Filed 2026-10-06
GK Wealth Management LLC
NEW
Shares467
Change+467
Value$24.2K
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
INCREASED
Shares423 from 303
Change+120 (+40%)
Value$8.0K (+$6)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares400 from 2,464
Change-2,064 (-84%)
Value$20.7K (-$107.1K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares349 from 165
Change+184 (+112%)
Value$18.1K (+$9.5K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$16.9K (+$7)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$15.6K (+$6)
Filed 2026-10-22
Davis Capital Management
INCREASED
Shares268 from 199
Change+69 (+35%)
Value$13.9K (+$3.6K)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares209 from 117
Change+92 (+79%)
Value$10.8K (+$4.8K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares208 from 204
Change+4 (+2%)
Value$10.8K (+$204)
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$10.7K (+$4)
Filed 2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.4K (+$4)
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$9.3K (+$4)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$8.8K (+$3)
Filed 2026-10-19
Avion Wealth
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$8 ($0)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares162
Change+162
Value$8.4K
Filed 2026-10-27
United Community Bank
NEW
Shares154
Change+154
Value$8.0K
Filed 2026-10-28
Blume Capital Management, Inc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$7.9K (+$3)
Filed 2026-10-26
Kelleher Financial Advisors
DECREASED
Shares144 from 285
Change-141 (-49%)
Value$7.5K (-$7.3K)
Filed 2026-10-30
Abound Wealth Management
DECREASED
Shares127 from 170
Change-43 (-25%)
Value$6.6K (-$2.3K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$6.5K (+$3)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$5.7K (+$2)
Filed 2026-10-15
Trust Co
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.6K (+$2)
Filed 2026-10-09
Caldwell Trust Co
NEW
Shares107
Change+107
Value$5.6K
Filed 2026-10-30
Global Trust Asset Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.2K (+$2)
Filed 2026-10-19
Markowski Investments
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.2K (+$2)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares78
Change+78
Value$4.0K
Filed 2026-10-29
Sima Wealth Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.1K (+$2)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
INCREASED
Shares57 from 56
Change+1 (+2%)
Value$3.0K (+$55)
Filed 2026-11-04
Madden Securities Corp
NEW
Shares50
Change+50
Value$2.6K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.1K (+$1)
Filed 2026-10-14
Transce3nd, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.7K (-$1)
Filed 2026-10-26
Reap Financial Group, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.3K (+$1)
Filed 2026-11-02
JFS Wealth Advisors, LLC
NEW
Shares20
Change+20
Value$1.0K
Filed 2026-11-03
Coston, McIsaac & Partners
NEW
Shares20
Change+20
Value$1.0K
Filed 2026-11-06
MV Capital Management, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$934 ($0)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
NEW
Shares13
Change+13
Value$674
Filed 2026-11-04
Valley National Advisers Inc
NEW
Shares3
Change+3
Value$167
Filed 2026-10-23
Prospera Financial Services Inc
CLOSED
Shares0 from 273,749
Change-273,749 (-100%)
Value$0 (-$14.2M)
Filed 2026-11-04
J.Safra Asset Management Corp
CLOSED
Shares0 from 47,749
Change-47,749 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 35,699
Change-35,699 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-05
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 30,166
Change-30,166 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-14
Value Investment Professionals, LLC
CLOSED
Shares0 from 28,631
Change-28,631 (-100%)
Value$0 (-$987.5K)
Filed 2026-10-13
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 23,135
Change-23,135 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
VestGen Advisors, LLC
CLOSED
Shares0 from 14,982
Change-14,982 (-100%)
Value$0 (-$776.8K)
Filed 2026-10-27
Simplicity Wealth,LLC
CLOSED
Shares0 from 8,684
Change-8,684 (-100%)
Value$0 (-$450.3K)
Filed 2026-10-23
Magnolia Capital Management LTD
CLOSED
Shares0 from 8,625
Change-8,625 (-100%)
Value$0 (-$447.0K)
Filed 2026-10-09
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 7,669
Change-7,669 (-100%)
Value$0 (-$397.6K)
Filed 2026-10-19
Sound Income Strategies, LLC
CLOSED
Shares0 from 5,760
Change-5,760 (-100%)
Value$0 (-$298.7K)
Filed 2026-10-09
Summit Securities Group LLC
CLOSED
Shares0 from 5,200
Change-5,200 (-100%)
Value$0 (-$269.6K)
Filed 2026-11-05
Provident Wealth Management, LLC
CLOSED
Shares0 from 4,863
Change-4,863 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-20
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 4,375
Change-4,375 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-13
Schear Investment Advisers, LLC
CLOSED
Shares0 from 4,110
Change-4,110 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-14
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 4,044
Change-4,044 (-100%)
Value$0 (-$209.7K)
Filed 2026-11-06
Bingham Private Wealth, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-05
HBK Sorce Advisory LLC
CLOSED
Shares0 from 3,990
Change-3,990 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-06
Wellington Shields & Co., LLC
CLOSED
Shares0 from 3,242
Change-3,242 (-100%)
Value$0 (-$168.1K)
Filed 2026-11-03
UMB Bank, n.a.
CLOSED
Shares0 from 1,494
Change-1,494 (-100%)
Value$0 (-$77.5K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,133
Change-1,133 (-100%)
Value$0 (-$62.1K)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$49.0K)
Filed 2026-10-07
MCF Advisors LLC
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$45.6K)
Filed 2026-10-28
Founders Capital Management
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$41.9K)
Filed 2026-10-13
Asset Dedication, LLC
CLOSED
Shares0 from 672
Change-672 (-100%)
Value$0 (-$34.8K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-15
Chilton Capital Management LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-28
Sims Investment Management, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$6.5K)
Filed 2026-11-02
Kozak & Associates, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$981)
Filed 2026-10-29
Key FInancial Inc
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$104)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 16,070,257
Change-16,070,257 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,866,456
Change-8,866,456 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,429,142
Change-7,429,142 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,409,556
Change-7,409,556 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,024,792
Change-3,024,792 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,810,836
Change-2,810,836 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,473,354
Change-2,473,354 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,639,760
Change-1,639,760 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,285,186
Change-1,285,186 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,010,491
Change-1,010,491 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 993,674
Change-993,674 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 965,702
Change-965,702 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 953,551
Change-953,551 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 750,619
Change-750,619 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 627,920
Change-627,920 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 621,953
Change-621,953 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 597,479
Change-597,479 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 577,011
Change-577,011 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 561,275
Change-561,275 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 537,851
Change-537,851 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 535,072
Change-535,072 (-100%)
Value—
Blair William & Co
N/A
Shares— from 532,049
Change-532,049 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 517,943
Change-517,943 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 509,673
Change-509,673 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 503,526
Change-503,526 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 448,645
Change-448,645 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 378,254
Change-378,254 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 338,754
Change-338,754 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 319,657
Change-319,657 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 319,249
Change-319,249 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 299,656
Change-299,656 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 299,107
Change-299,107 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 298,363
Change-298,363 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 290,720
Change-290,720 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 282,387
Change-282,387 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 275,028
Change-275,028 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 248,500
Change-248,500 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 242,497
Change-242,497 (-100%)
Value—
Truffle Hound Capital, LLC
N/A
Shares— from 240,000
Change-240,000 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 238,571
Change-238,571 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 230,738
Change-230,738 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 227,795
Change-227,795 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 199,600
Change-199,600 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 196,637
Change-196,637 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 194,367
Change-194,367 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 185,243
Change-185,243 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 171,562
Change-171,562 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 167,510
Change-167,510 (-100%)
Value—
Nwam LLC
N/A
Shares— from 157,897
Change-157,897 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 157,067
Change-157,067 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 156,577
Change-156,577 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 156,022
Change-156,022 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 154,772
Change-154,772 (-100%)
Value—
&partners
N/A
Shares— from 153,572
Change-153,572 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 150,615
Change-150,615 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 145,325
Change-145,325 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 143,445
Change-143,445 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 141,864
Change-141,864 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 129,624
Change-129,624 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 128,940
Change-128,940 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 126,132
Change-126,132 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 120,740
Change-120,740 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 119,697
Change-119,697 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 118,887
Change-118,887 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 112,470
Change-112,470 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 111,427
Change-111,427 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 110,991
Change-110,991 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 108,540
Change-108,540 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 107,998
Change-107,998 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100,221
Change-100,221 (-100%)
Value—
Commerce Bank
N/A
Shares— from 100,180
Change-100,180 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 95,515
Change-95,515 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 94,792
Change-94,792 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 92,856
Change-92,856 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 92,725
Change-92,725 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 92,633
Change-92,633 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 91,567
Change-91,567 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 88,736
Change-88,736 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 88,273
Change-88,273 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 87,377
Change-87,377 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 85,674
Change-85,674 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 81,963
Change-81,963 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 81,093
Change-81,093 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 77,709
Change-77,709 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 77,603
Change-77,603 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 74,455
Change-74,455 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 73,460
Change-73,460 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 72,508
Change-72,508 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 72,463
Change-72,463 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 72,454
Change-72,454 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 72,101
Change-72,101 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 70,856
Change-70,856 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 69,010
Change-69,010 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 68,913
Change-68,913 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 68,490
Change-68,490 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 67,319
Change-67,319 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 66,109
Change-66,109 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 66,059
Change-66,059 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 63,891
Change-63,891 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 63,499
Change-63,499 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 63,100
Change-63,100 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 62,819
Change-62,819 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 58,695
Change-58,695 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 56,554
Change-56,554 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 56,548
Change-56,548 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 56,349
Change-56,349 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 56,309
Change-56,309 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 56,003
Change-56,003 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 55,905
Change-55,905 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 55,784
Change-55,784 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 53,802
Change-53,802 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 53,529
Change-53,529 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 52,823
Change-52,823 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 52,296
Change-52,296 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 51,439
Change-51,439 (-100%)
Value—
FMR LLC
N/A
Shares— from 49,486
Change-49,486 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 48,752
Change-48,752 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,862
Change-47,862 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 47,509
Change-47,509 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 47,239
Change-47,239 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 47,160
Change-47,160 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 46,325
Change-46,325 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 46,058
Change-46,058 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 44,035
Change-44,035 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 43,480
Change-43,480 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 43,376
Change-43,376 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 42,962
Change-42,962 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 42,932
Change-42,932 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 41,147
Change-41,147 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 40,855
Change-40,855 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 40,551
Change-40,551 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 39,997
Change-39,997 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 39,845
Change-39,845 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 39,556
Change-39,556 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 38,980
Change-38,980 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 38,860
Change-38,860 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 36,930
Change-36,930 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 35,745
Change-35,745 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 35,318
Change-35,318 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 35,267
Change-35,267 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 35,175
Change-35,175 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,761
Change-34,761 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 34,655
Change-34,655 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 34,247
Change-34,247 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 33,997
Change-33,997 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 33,552
Change-33,552 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 33,251
Change-33,251 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,211
Change-33,211 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 32,369
Change-32,369 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 32,047
Change-32,047 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 31,830
Change-31,830 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 30,599
Change-30,599 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 30,299
Change-30,299 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30,178
Change-30,178 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 29,831
Change-29,831 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 29,453
Change-29,453 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 28,910
Change-28,910 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,287
Change-28,287 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 26,782
Change-26,782 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 26,482
Change-26,482 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 26,027
Change-26,027 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 25,507
Change-25,507 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 25,390
Change-25,390 (-100%)
Value—
Invst, LLC
N/A
Shares— from 24,254
Change-24,254 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 24,046
Change-24,046 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,881
Change-22,881 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,491
Change-22,491 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 21,654
Change-21,654 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 21,109
Change-21,109 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,957
Change-20,957 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 20,423
Change-20,423 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 20,282
Change-20,282 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 20,171
Change-20,171 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 20,108
Change-20,108 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 19,950
Change-19,950 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 19,739
Change-19,739 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 19,687
Change-19,687 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,362
Change-19,362 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 19,311
Change-19,311 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 19,114
Change-19,114 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 18,613
Change-18,613 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 18,503
Change-18,503 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,484
Change-18,484 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 17,652
Change-17,652 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 16,933
Change-16,933 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 16,424
Change-16,424 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 16,182
Change-16,182 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,038
Change-16,038 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,027
Change-16,027 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 15,973
Change-15,973 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 15,911
Change-15,911 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 15,161
Change-15,161 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,991
Change-14,991 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 14,738
Change-14,738 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 14,658
Change-14,658 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,540
Change-14,540 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,819
Change-13,819 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 13,450
Change-13,450 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 13,079
Change-13,079 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 13,017
Change-13,017 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 12,980
Change-12,980 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 12,180
Change-12,180 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 10,941
Change-10,941 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,666
Change-10,666 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 10,562
Change-10,562 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,141
Change-10,141 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 9,785
Change-9,785 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,954
Change-8,954 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 8,930
Change-8,930 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 8,141
Change-8,141 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 7,568
Change-7,568 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,471
Change-7,471 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 6,314
Change-6,314 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 900
Change-900 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 683
Change-683 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 535
Change-535 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 419
Change-419 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 360
Change-360 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 238
Change-238 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 179
Change-179 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 71
Change-71 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 65
Change-65 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
Allen Investment Management, LLC
INCREASED4,904,0234,440,395+463,628+10%$230.2M$254.4M+$24.1M2026-11-03
LPL Financial LLC
INCREASED4,176,3143,880,321+295,993+8%$201.2M$216.6M+$15.4M2026-11-06
Creative Planning
DECREASED2,195,6682,225,589-29,921-1%$115.4M$113.9M-$1.5M2026-11-02
US Bancorp \de\
INCREASED1,775,0911,704,381+70,710+4%$88.4M$92.1M+$3.7M2026-11-05
Commonwealth Equity Services, LLC
INCREASED871,610778,825+92,785+12%$40.4M$45.2M+$4.8M2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED801,061806,927-5,866-1%$41.8M$41.6M-$288.1K2026-10-29
True Private Wealth Advisors
INCREASED565,210555,543+9,667+2%$28.8M$29.3M+$512.5K2026-10-19
School Employees Retirement Board of Ohio
UNCHANGED506,822506,82200%$26.3M$26.3M+$10.1K2026-10-22
Aprio Wealth Management, LLC
DECREASED426,750427,719-9690%$22.2M$22.1M-$41.7K2026-10-28
Choreo, LLC
DECREASED390,597395,348-4,751-1%$20.5M$20.3M-$238.5K2026-10-28
D.A. Davidson & Co.
INCREASED364,555356,287+8,268+2%$18.5M$18.9M+$436.0K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED362,715382,113-19,398-5%$20.1M$19.2M-$957.0K2026-10-13
Violich Capital Management, Inc.
INCREASED353,870333,845+20,025+6%$17.3M$18.4M+$1.0M2026-10-05
Cambridge Investment Research Advisors, Inc.
DECREASED349,952820,859-470,907-57%$42.6M$18.2M-$24.4M2026-11-02
RS Crum Inc.
INCREASED332,882331,386+1,496+0%$17.2M$17.3M+$84.2K2026-10-19
Thrivent Financial for Lutherans
INCREASED321,816311,938+9,878+3%$16.2M$16.7M+$519.0K2026-11-05
Searcy Financial Services Inc
DECREASED301,702308,099-6,397-2%$16.0M$15.6M-$325.7K2026-10-07
Tectonic Advisors LLC
INCREASED288,621280,210+8,411+3%$14.5M$15.0M+$441.9K2026-10-22
North Star Investment Management Corp.
DECREASED286,345295,028-8,683-3%$15.3M$14.9M-$444.5K2026-10-27
Allworth Financial LP
INCREASED278,772278,050+722+0%$14.4M$14.5M+$37.4K2026-11-06
Kestra Advisory Services, LLC
INCREASED270,707256,358+14,349+6%$13.3M$14.0M+$749.4K2026-11-02
Vista Finance, LLC
INCREASED263,629258,127+5,502+2%$13.4M$13.7M+$290.6K2026-10-23
Summit Financial Wealth Advisors, LLC
DECREASED253,374254,098-7240%$13.2M$13.1M-$32.5K2026-10-15
Davenport & Co LLC
INCREASED246,704200,918+45,786+23%$10.4M$12.8M+$2.4M2026-10-14
Legacy Financial Independent Advisors LLC
DECREASED246,344246,815-4710%$12.8M$12.8M-$19.5K2026-11-02
Fortem Financial Group, LLC
INCREASED243,419242,533+886+0%$12.6M$12.6M+$50.8K2026-10-20
Csenge Advisory Group
INCREASED237,513189,897+47,616+25%$9.8M$12.3M+$2.5M2026-11-04
Citigroup Inc
INCREASED236,560229,990+6,570+3%$11.9M$12.3M+$345.4K2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED227,550206,027+21,523+10%$10.7M$11.8M+$1.1M2026-11-05
Oak Harvest Investment Services
INCREASED214,898205,080+9,818+5%$10.6M$11.1M+$513.3K2026-10-20
Lido Advisors, LLC
INCREASED207,227198,019+9,208+5%$10.3M$10.7M+$481.6K2026-11-04
Fortis Group Advisors, LLC
INCREASED205,018189,931+15,087+8%$9.8M$11.1M+$1.2M2026-11-06
J.W. Cole Advisors, Inc.
INCREASED204,862195,021+9,841+5%$10.1M$10.6M+$514.4K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED196,839212,150-15,311-7%$11.0M$10.2M-$789.9K2026-10-20
Baldwin Wealth Partners LLC
DECREASED194,825199,762-4,937-2%$10.4M$10.1M-$252.1K2026-10-13
Sanders Morris Harris LLC
NEW193,900—+193,900——$10.3M—2026-10-14
Financial Management Network Inc
DECREASED184,780186,807-2,027-1%$10.1M$9.7M-$366.4K2026-10-09
Evergreen Capital Management LLC
INCREASED174,986171,317+3,669+2%$8.9M$9.1M+$193.8K2026-10-23
Brick & Kyle, Associates
INCREASED172,545162,583+9,962+6%$8.6M$8.9M+$391.5K2026-11-05
Shikiar Asset Management Inc
DECREASED165,825169,155-3,330-2%$8.8M$8.6M-$170.0K2026-10-20
Eagle Strategies LLC
INCREASED162,460122,564+39,896+33%$6.4M$8.4M+$2.1M2026-10-16
Truist Financial Corp
INCREASED155,414146,143+9,271+6%$7.6M$8.1M+$483.8K2026-10-30
5th Street Advisors, LLC
INCREASED149,298140,877+8,421+6%$7.3M$7.7M+$439.6K2026-11-04
Left Brain Wealth Management, LLC
DECREASED148,109149,437-1,328-1%$7.7M$7.7M-$65.9K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED143,62970,943+72,686+102%$3.7M$7.5M+$3.8M2026-10-16
Ascentis Independent Advisors
NEW143,267—+143,267——$7.4M—2026-11-03
Lynx Capital Group LTD
INCREASED138,999138,847+152+0%$7.2M$7.2M+$10.6K2026-11-04
Ball & Co Wealth Management Inc.
INCREASED138,782136,894+1,888+1%$7.1M$7.2M+$101.6K2026-11-05
NTV Asset Management LLC
INCREASED135,827131,178+4,649+4%$6.8M$7.0M+$243.8K2026-10-23
Norden Group LLC
DECREASED125,496126,369-873-1%$6.6M$6.5M-$42.7K2026-10-20
Valen Private Capital, LLC
NEW122,860—+122,860——$6.4M—2026-10-23
Griffin Asset Management, Inc.
INCREASED119,085118,773+312+0%$6.2M$6.2M+$18.5K2026-10-22
Wealth Advisory Solutions, LLC
UNCHANGED117,803117,80300%$6.1M$6.1M+$2.4K2026-10-20
Plan Group Financial, LLC
INCREASED116,54391,225+25,318+28%$4.7M$6.1M+$1.4M2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED115,07795,469+19,608+21%$5.0M$6.0M+$1.0M2026-10-09
Haven Private, LLC
DECREASED114,631116,915-2,284-2%$6.1M$5.9M-$116.1K2026-10-27
Cyndeo Wealth Partners, LLC
INCREASED109,456109,273+183+0%$5.7M$5.7M+$11.7K2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED107,47299,646+7,826+8%$5.2M$5.6M+$407.9K2026-11-05
Prota Financial, LLC
INCREASED103,612101,799+1,813+2%$5.3M$5.4M+$159.9K2026-10-08
Fifth Third Bancorp
DECREASED102,374114,270-11,896-10%$5.9M$5.3M-$614.8K2026-11-05
Oppenheimer & Co Inc
DECREASED100,610101,413-803-1%$5.3M$5.2M-$39.6K2026-10-26
Carota Wealth Management
NEW95,487—+95,487——$5.0M—2026-11-03
White Pine Investment Co
INCREASED93,81693,412+404+0%$4.8M$4.9M+$23.0K2026-10-15
Salem Investment Counselors Inc
INCREASED93,49792,734+763+1%$4.8M$4.8M+$41.4K2026-10-13
Artesa Financial Group, LLC
INCREASED92,58490,035+2,549+3%$4.7M$4.8M+$134.0K2026-10-29
Verdence Capital Advisors LLC
NEW91,878—+91,878——$4.8M—2026-10-26
Sterling Investment Management, LLC
DECREASED90,35995,348-4,989-5%$4.9M$4.7M-$256.9K2026-10-16
AlphaCore Capital LLC
INCREASED90,35389,989+364+0%$4.7M$4.7M+$20.6K2026-11-04
Philadelphia Trust Co
INCREASED89,66988,288+1,381+2%$4.6M$4.7M+$73.0K2026-11-05
Moran Wealth Management, LLC
INCREASED87,31874,200+13,118+18%$3.8M$4.5M+$681.9K2026-10-22
Farther Finance Advisors, LLC
INCREASED86,12556,479+29,646+52%$2.9M$4.5M+$1.5M2026-10-08
Sacks & Associates, LLC
INCREASED85,79284,244+1,548+2%$4.6M$4.5M-$195.2K2026-10-09
Madison Park Capital Advisors, LLC
INCREASED85,48925,034+60,455+241%$4.6M$4.4M-$202.8K2026-10-28
Samalin Investment Counsel, LLC
INCREASED85,46173,890+11,571+16%$3.8M$4.4M+$601.7K2026-10-23
Lake Street Private Wealth, LLC
DECREASED85,18086,946-1,766-2%$4.5M$4.4M-$89.9K2026-10-22
Americana Partners, LLC
INCREASED84,08283,507+575+1%$4.3M$4.4M+$31.5K2026-10-28
Indivisible Partners
DECREASED82,85482,862-80%$4.3M$4.3M+$1.2K2026-10-26
Chicago Partners Investment Group LLC
INCREASED79,86772,238+7,629+11%$4.0M$4.2M+$276.1K2026-10-27
Integrated Advisors Network LLC
DECREASED79,31199,870-20,559-21%$5.2M$4.1M-$1.1M2026-10-20
Cowa, LLC
INCREASED76,16274,714+1,448+2%$3.9M$4.0M+$76.7K2026-10-30
Allen Capital Group, LLC
DECREASED75,84576,756-911-1%$4.0M$3.9M-$45.7K2026-10-27
Balefire, LLC
DECREASED75,32177,290-1,969-3%$4.0M$3.9M-$100.6K2026-10-09
Independent Financial Group, LLC
INCREASED74,84969,202+5,647+8%$3.6M$3.9M+$294.3K2026-10-13
Continental Advisors LLC
UNCHANGED74,72374,72300%$3.9M$3.9M+$1.5K2026-10-13
TT Capital Management LLC
INCREASED74,56566,845+7,720+12%$3.5M$3.9M+$401.8K2026-10-15
Sigma Planning Corp
INCREASED73,97662,949+11,027+18%$3.3M$3.8M+$573.2K2026-10-23
TKG Advisors, LLC
INCREASED71,81969,556+2,263+3%$3.6M$3.7M+$118.8K2026-11-02
Nations Financial Group Inc,
INCREASED71,55667,474+4,082+6%$3.5M$3.7M+$213.1K2026-11-05
Compound Planning, Inc.
INCREASED70,60967,219+3,390+5%$3.5M$3.7M+$177.2K2026-11-05
Quartz Partners, LLC
INCREASED70,10344,971+25,132+56%$2.3M$3.6M+$1.3M2026-11-03
Smart Wealth LLC
DECREASED69,86474,141-4,277-6%$3.8M$3.6M-$220.4K2026-11-04
Hegarty Advisors, LLC
INCREASED69,65660,427+9,229+15%$3.1M$3.6M+$479.9K2026-10-20
SteelPeak Wealth, LLC
DECREASED68,66773,619-4,952-7%$3.8M$3.6M-$255.4K2026-10-16
EagleClaw Capital Managment, LLC
NEW67,320—+67,320——$3.5M—2026-11-06
Mills Wealth Advisors LLC
INCREASED66,26365,810+453+1%$3.4M$3.4M+$24.8K2026-10-22
IFP Advisors, Inc
DECREASED65,85869,139-3,281-5%$3.6M$3.4M-$168.8K2026-10-16
Mezzasalma Advisors, LLC
INCREASED65,41820,701+44,717+216%$1.1M$3.4M+$2.3M2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED64,37464,468-940%$3.3M$3.3M-$3.6K2026-11-05
Perigon Wealth Management, LLC
INCREASED62,73661,691+1,045+2%$3.2M$3.3M+$55.4K2026-10-22
Asset One Wealth Management LLC
INCREASED62,55651,051+11,505+23%$2.7M$3.2M+$528.9K2026-11-02
FFG Retirement Advisors LLC
INCREASED60,80460,128+676+1%$3.1M$3.2M+$36.2K2026-10-20
G&S Capital LLC
INCREASED60,55356,796+3,757+7%$2.9M$3.1M+$196.0K2026-10-23
WealthBridge Capital Management, LLC
INCREASED59,12558,799+326+1%$3.0M$3.1M+$18.1K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED58,04753,513+4,534+8%$2.8M$3.0M+$236.3K2026-10-08
Park Avenue Securities LLC
INCREASED57,27953,762+3,517+7%$2.8M$3.0M+$183.0K2026-10-26
Greatmark Investment Partners, Inc.
DECREASED57,17558,675-1,500-3%$3.0M$3.0M-$76.6K2026-10-28
MGO One Seven LLC
INCREASED55,89044,180+11,710+27%$2.3M$2.9M+$608.3K2026-10-28
Congress Asset Management Co
DECREASED55,26957,611-2,342-4%$3.0M$2.9M-$120.4K2026-10-06
Forte Asset Management LLC
DECREASED54,89459,723-4,829-8%$3.1M$2.8M-$249.3K2026-10-13
Sculati Wealth Management, LLC
INCREASED53,79653,360+436+1%$2.9M$2.8M-$47.5K2026-10-19
Enclave Advisors LLC
INCREASED53,32452,653+671+1%$2.7M$2.8M+$35.9K2026-10-14
Brighton Jones LLC
DECREASED51,19051,538-348-1%$2.7M$2.7M-$17.0K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED49,70150,001-300-1%$2.6M$2.6M-$14.6K2026-11-02
Assetmark, Inc
DECREASED47,76552,258-4,493-9%$2.7M$2.5M-$232.0K2026-10-21
Heartwood Wealth Advisors LLC
INCREASED47,54347,342+201+0%$2.5M$2.5M+$11.4K2026-10-05
AXS Investments LLC
INCREASED47,42633,203+14,223+43%$1.7M$2.5M+$738.4K2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW45,545—+45,545——$2.4M—2026-10-20
Savant Capital, LLC
INCREASED45,03038,579+6,451+17%$2.0M$2.3M+$328.9K2026-11-06
Capstone Wealth Management Group, Inc.
INCREASED44,87242,118+2,754+7%$2.2M$2.3M+$143.7K2026-10-19
Apollon Wealth Management, LLC
INCREASED43,97739,230+4,747+12%$2.0M$2.3M+$247.0K2026-10-23
Resonant Capital Advisors, LLC
UNCHANGED43,52843,52800%$2.3M$2.3M+$8702026-10-15
Providence First Trust Co
DECREASED43,43746,688-3,251-7%$2.4M$2.3M-$167.7K2026-11-02
Blue Trust, Inc.
DECREASED43,14247,709-4,567-10%$2.5M$2.2M-$235.9K2026-10-15
HUB Investment Partners, LLC
DECREASED42,74344,783-2,040-5%$2.3M$2.2M-$104.9K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED42,54633,206+9,340+28%$1.7M$2.2M+$485.1K2026-11-03
WP Advisors, LLC
INCREASED41,09433,441+7,653+23%$1.7M$2.1M+$397.7K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED40,79342,666-1,873-4%$2.2M$2.1M-$96.3K2026-10-13
Barry Investment Advisors, LLC
INCREASED40,50940,376+133+0%$2.1M$2.1M+$7.7K2026-10-14
RFG Advisory, LLC
INCREASED40,27538,755+1,520+4%$2.0M$2.1M+$79.6K2026-11-03
Stillwater Wealth Management Group
INCREASED39,59033,340+6,250+19%$1.7M$2.1M+$324.9K2026-10-21
HCR Wealth Advisors
INCREASED39,30839,295+13+0%$2.0M$2.0M+$1.4K2026-10-15
Algorithmic Investment Models, LLC
DECREASED39,11540,867-1,752-4%$2.1M$2.0M-$90.0K2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED38,88039,691-811-2%$2.1M$2.0M-$41.3K2026-11-05
Covenant Asset Management, LLC
DECREASED37,74140,279-2,538-6%$2.1M$2.0M-$130.8K2026-10-14
Private Trust Co NA
INCREASED37,55636,818+738+2%$1.9M$1.9M+$39.0K2026-10-20
Argos Wealth Advisors, LLC
INCREASED37,46934,531+2,938+9%$1.8M$1.9M+$153.1K2026-11-02
Rhodes Investment Advisors Inc
INCREASED37,05035,535+1,515+4%$1.8M$1.9M+$79.3K2026-10-07
Wakefield Asset Management Lllp
INCREASED34,73629,952+4,784+16%$1.6M$1.8M+$248.7K2026-11-05
71 West Capital Partners
DECREASED34,27334,928-655-2%$1.8M$1.8M-$33.3K2026-11-04
Aviance Capital Partners, LLC
DECREASED34,19734,970-773-2%$1.8M$1.8M-$39.4K2026-10-29
Vise Technologies, Inc.
INCREASED33,5609,075+24,485+270%$470.6K$1.7M+$1.3M2026-10-29
Kestra Private Wealth Services, LLC
DECREASED33,44837,593-4,145-11%$1.9M$1.7M-$214.3K2026-11-06
MBA Advisors LLC
INCREASED33,37430,656+2,718+9%$1.6M$1.7M+$141.6K2026-10-29
Evexia Wealth LLC
INCREASED33,20131,814+1,387+4%$1.8M$1.8M+$16.1K2026-11-05
Collar Capital Management, LLC
DECREASED32,55333,203-650-2%$1.7M$1.7M-$33.1K2026-10-28
Axxcess Wealth Management, LLC
DECREASED32,48534,523-2,038-6%$1.8M$1.7M-$105.0K2026-10-21
Greenspring Advisors, LLC
DECREASED32,37032,763-393-1%$1.7M$1.7M-$19.7K2026-11-05
CWA Asset Management Group, LLC
INCREASED32,12328,545+3,578+13%$1.5M$1.7M+$186.2K2026-10-19
Founders Financial Securities LLC
DECREASED32,10432,510-406-1%$1.7M$1.7M-$20.4K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED31,43930,277+1,162+4%$1.6M$1.6M+$61.0K2026-10-27
RiverTree Advisors, LLC
DECREASED31,07933,020-1,941-6%$1.7M$1.6M-$100.0K2026-10-13
Lmcg Investments, LLC
DECREASED30,52638,193-7,667-20%$2.0M$1.6M-$396.9K2026-10-21
SAX Wealth Advisors, LLC
INCREASED30,34724,060+6,287+26%$1.3M$1.6M+$307.6K2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED30,14826,412+3,736+14%$1.4M$1.6M+$194.3K2026-10-28
Peddock Capital Advisors, LLC
INCREASED30,0784,258+25,820+606%$220.8K$1.6M+$1.3M2026-10-16
Vigilare Wealth Management
INCREASED29,97513,121+16,854+128%$680.3K$1.6M+$874.5K2026-10-29
Daymark Wealth Partners, LLC
INCREASED29,91026,018+3,892+15%$1.3M$1.6M+$202.4K2026-11-04
BOS Asset Management, LLC
INCREASED29,85026,125+3,725+14%$1.4M$1.5M+$193.7K2026-10-09
Sowell Financial Services LLC
DECREASED29,47829,832-354-1%$1.5M$1.5M-$17.8K2026-10-23
Bank of New York Mellon Corp
INCREASED29,31229,227+85+0%$1.5M$1.5M+$5.0K2026-11-05
Wedbush Securities Inc
DECREASED29,19530,061-866-3%$1.6M$1.5M-$45.0K2026-10-22
Titleist Asset Management, LLC
DECREASED28,95440,915-11,961-29%$2.1M$1.5M-$619.6K2026-10-08
Robertson Stephens Wealth Management, LLC
NEW28,948—+28,948——$1.5M—2026-10-16
Total Wealth Planning & Management, Inc.
INCREASED28,79626,783+2,013+8%$1.4M$1.5M+$105.0K2026-10-23
Allen Wealth Management, LLC
DECREASED28,74634,673-5,927-17%$1.8M$1.5M-$306.7K2026-10-29
OAK Family Advisors, LLC
INCREASED28,19826,673+1,525+6%$1.4M$1.5M+$79.6K2026-10-19
Albion Financial Group
INCREASED28,06827,893+175+1%$1.4M$1.5M+$9.6K2026-10-21
Herbst Group, LLC
DECREASED27,82576,619-48,794-64%$4.0M$1.4M-$2.5M2026-10-20
Focus Financial Network, Inc.
INCREASED27,22126,388+833+3%$1.4M$1.4M+$43.7K2026-10-14
Strategy Asset Managers LLC
INCREASED27,13726,609+528+2%$1.4M$1.4M+$27.9K2026-10-14
Formidable Asset Management, LLC
INCREASED26,91026,525+385+1%$1.4M$1.4M-$9922026-11-03
GoalVest Advisory LLC
INCREASED26,80526,401+404+2%$1.4M$1.4M+$21.5K2026-10-02
Cornerstone Wealth Management, LLC
DECREASED26,51127,286-775-3%$1.4M$1.4M-$39.7K2026-11-04
Puff Wealth Management, LLC
INCREASED26,45722,004+4,453+20%$1.1M$1.4M+$231.4K2026-10-07
Lynx Investment Advisory
DECREASED26,14928,557-2,408-8%$1.5M$1.4M-$124.3K2026-10-27
Lanark Financial, Inc.
INCREASED25,53324,266+1,267+5%$1.3M$1.3M+$66.2K2026-10-26
First Premier Bank
INCREASED25,08025,076+4+0%$1.3M$1.3M+$1.0K2026-10-13
Bullseye Investment Management, LLC
INCREASED24,99124,312+679+3%$1.3M$1.3M+$35.7K2026-10-29
Beirne Wealth Consulting Services, LLC
INCREASED24,69624,569+127+1%$1.3M$1.3M+$7.1K2026-10-19
Ables, Iannone, Moore & Associates, Inc.
DECREASED24,68124,748-670%$1.3M$1.3M-$3.0K2026-10-06
Guilbault Capital LLC
NEW24,056—+24,056——$1.2M—2026-10-28
Retirement Planning Group, LLC
INCREASED23,62812,709+10,919+86%$659.0K$572.1K-$86.8K2026-10-19
Legacy Advisors, LLC
UNCHANGED23,30023,30000%$1.2M$1.2M+$4662026-10-19
Fortress Financial Solutions, LLC
NEW23,207—+23,207——$1.2M—2026-10-14
Tcfg Investment Advisors, LLC
INCREASED23,19321,173+2,020+10%$1.1M$1.2M+$105.2K2026-10-20
International Assets Investment Management, LLC
DECREASED22,87823,059-181-1%$1.2M$1.2M+$5.3K2026-11-02
Granite Group Advisors, LLC
UNCHANGED22,59322,59300%$1.2M$1.2M+$4522026-10-14
Raab & Moskowitz Asset Management LLC
INCREASED22,53421,997+537+2%$1.1M$1.2M+$28.3K2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED22,22223,982-1,760-7%$1.2M$1.2M-$90.8K2026-10-23
Fiduciary Financial Group, LLC
INCREASED21,98320,561+1,422+7%$1.1M$1.1M+$74.1K2026-10-13
Fullerton Advisors, LLC
INCREASED21,85621,571+285+1%$1.1M$1.1M+$15.2K2026-10-14
Westside Investment Management, Inc.
DECREASED21,43021,548-118-1%$1.1M$1.1M-$5.7K2026-11-02
Powell Investment Advisors, LLC
INCREASED21,26421,208+56+0%$1.1M$1.1M+$3.3K2026-10-22
Rudd Co d/b/a Styre Wealth
NEW20,761—+20,761——$1.1M—2026-10-29
Activest Wealth Management
INCREASED20,38620,384+2+0%$1.1M$1.1M+$4962026-10-15
First Merchants Corp
INCREASED20,33019,932+398+2%$1.0M$1.1M+$21.0K2026-10-15
Aurora Private Wealth, Inc.
DECREASED20,11121,739-1,628-7%$1.1M$1.0M-$84.0K2026-10-20
Fourpath Capital Management, LLC
INCREASED20,00619,976+30+0%$1.0M$1.0M+$2.0K2026-10-19
J. Safra Sarasin Holding AG
UNCHANGED20,00020,00000%$1.0M$1.0M+$4002026-10-26
Auour Investments LLC
UNCHANGED19,81819,81800%$1.0M$1.0M+$3972026-10-28
Novem Group
INCREASED19,71519,681+34+0%$1.0M$1.0M+$2.1K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED19,61719,425+192+1%$1.0M$1.0M+$10.4K2026-10-14
Islay Capital Management, LLC
DECREASED18,79421,926-3,132-14%$1.1M$974.8K-$162.0K2026-10-20
Schuylkill Financial LLC
INCREASED18,28117,878+403+2%$927.0K$948.3K+$21.3K2026-10-21
Mattern Wealth Management LLC
UNCHANGED18,25018,25000%$946.3K$946.6K+$3652026-11-04
Everest Financial Group LLC
UNCHANGED18,12818,12800%$939.9K$940.3K+$3622026-11-06
PNC Financial Services Group, Inc.
INCREASED17,99010,269+7,721+75%$532.4K$933.2K+$400.7K2026-11-06
Nvwm, LLC
INCREASED17,86117,803+58+0%$923.1K$926.5K+$3.4K2026-10-14
Gould Asset Management LLC
DECREASED17,76118,379-618-3%$953.0K$921.3K-$31.7K2026-11-06
Onyx Bridge Wealth Group LLC
INCREASED17,68417,388+296+2%$901.6K$917.3K+$15.7K2026-10-16
TMB Capital Partners, LLC
INCREASED17,67917,607+72+0%$912.9K$917.0K+$4.1K2026-10-20
Cypress Wealth Services, LLC
DECREASED17,07717,580-503-3%$911.5K$894.2K-$17.3K2026-10-21
Ashton Thomas Securities, LLC
NEW16,676—+16,676——$865.0K—2026-10-26
Ulland Investment Advisors, LLC
DECREASED16,28016,480-200-1%$854.0K$844.0K-$10.0K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED16,16716,16700%$838.3K$838.3K$02026-10-28
Atria Investments, Inc
INCREASED16,14914,700+1,449+10%$762.2K$837.7K+$75.5K2026-10-15
Venture Visionary Partners LLC
INCREASED15,66812,689+2,979+23%$657.9K$812.7K+$154.8K2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED15,65618,559-2,903-16%$962.3K$812.1K-$150.2K2026-10-05
Wealthcare Advisory Partners LLC
DECREASED15,55216,818-1,266-8%$872.0K$806.7K-$65.4K2026-10-21
HFG Wealth Management, LLC
UNCHANGED15,47815,47800%$802.5K$802.5K$02026-10-16
CPA Asset Management Group, LLC
UNCHANGED15,42415,42400%$799.7K$800.0K+$3082026-10-26
Collaborative Capital Advisors LLC
UNCHANGED15,40615,40600%$798.8K$799.1K+$3082026-11-06
Level Four Advisory Services, LLC
INCREASED15,38915,056+333+2%$780.7K$798.3K+$17.6K2026-11-06
Retirement Financial Solutions, LLC
INCREASED15,21014,342+868+6%$743.6K$789.0K+$45.3K2026-10-20
Mainsail Asset Management, LLC
UNCHANGED15,13615,13600%$817.8K$809.0K-$8.8K2026-10-14
Sound Financial Strategies Group, LLC
DECREASED15,07116,106-1,035-6%$835.1K$781.7K-$53.4K2026-10-30
Cordoba Advisory Partners LLC
INCREASED15,00314,742+261+2%$764.4K$778.2K+$13.8K2026-10-19
Heffernan Advisory, Inc
DECREASED14,85914,928-690%$774.0K$770.7K-$3.3K2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED14,80114,80100%$764.0K$773.5K+$9.5K2026-11-04
Trilogy Capital Inc.
UNCHANGED14,53214,53200%$753.5K$753.8K+$2912026-10-20
Jeppson Wealth Management, LLC
INCREASED14,36114,360+1+0%$744.6K$744.9K+$3312026-10-20
Regions Financial Corp
INCREASED14,05012,000+2,050+17%$622.2K$728.8K+$106.6K2026-11-05
Meadowbrook Wealth Management, LLC
INCREASED13,83312,883+950+7%$665.0K$717.5K+$52.5K2026-10-08
FF Advisors,LLC
DECREASED13,75413,788-340%$714.9K$713.4K-$1.5K2026-10-21
Pinnacle Associates LTD
INCREASED13,69313,665+28+0%$708.5K$710.3K+$1.7K2026-10-20
Pinion Investment Advisors, LLC
DECREASED13,64913,744-95-1%$712.6K$708.0K-$4.7K2026-11-04
Rossby Financial, LCC
INCREASED13,6085,892+7,716+131%$305.5K$705.8K+$400.3K2026-11-05
Howard Wealth Management, LLC
INCREASED13,31012,708+602+5%$658.9K$690.4K+$31.5K2026-10-28
Endowment Wealth Management, Inc.
INCREASED13,12912,809+320+3%$664.1K$681.0K+$16.9K2026-11-03
Rockport Wealth LLC
DECREASED13,08513,743-658-5%$712.6K$678.7K-$33.8K2026-11-03
Consolidated Capital Management, LLC
INCREASED13,08312,880+203+2%$667.8K$678.6K+$10.8K2026-10-13
Texas Bank & Trust Co
INCREASED13,04412,064+980+8%$625.5K$676.6K+$51.1K2026-11-04
Burke & Herbert Bank & Trust Co
INCREASED12,97512,605+370+3%$653.6K$673.0K+$19.4K2026-11-02
Investment Partners, Ltd.
INCREASED12,7746,502+6,272+96%$337.1K$662.6K+$325.5K2026-10-29
Ballast Rock Private Wealth LLC
UNCHANGED12,75912,75900%$661.6K$661.8K+$2552026-10-26
Hofer & Associates. Inc
NEW12,706—+12,706——$659.0K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED12,70612,494+212+2%$647.8K$659.0K+$11.2K2026-10-14
Sunbeam Capital Management, LLC
UNCHANGED12,26112,26100%$635.7K$636.0K+$2452026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED12,2428,162+4,080+50%$423.2K$635.0K+$211.8K2026-10-20
Provenance Wealth Advisors, LLC
INCREASED12,12811,880+248+2%$616.0K$629.1K+$13.1K2026-10-30
Ddfg, Inc
INCREASED12,11811,884+234+2%$616.2K$628.6K+$12.4K2026-10-15
Hurley Capital, LLC
DECREASED12,08214,519-2,437-17%$752.8K$626.7K-$126.1K2026-11-05
Greenwood Capital Associates LLC
INCREASED11,86510,026+1,839+18%$519.8K$615.4K+$95.6K2026-10-27
Dumont & Blake Investment Advisors LLC
DECREASED11,83711,962-125-1%$620.2K$614.0K-$6.2K2026-10-28
J2 Capital Management Inc
DECREASED11,62911,729-100-1%$608.1K$603.2K-$4.9K2026-10-19
Meridian Wealth Management, LLC
INCREASED11,23710,063+1,174+12%$521.8K$582.8K+$61.0K2026-11-05
Patriot Financial Group Insurance Agency, LLC
UNCHANGED11,15011,15000%$578.1K$578.4K+$2232026-10-14
Edge Wealth Management LLC
DECREASED10,89410,899-50%$565.1K$565.5K+$3932026-10-13
Hollow Brook Wealth Management LLC
DECREASED10,88116,642-5,761-35%$862.9K$564.4K-$298.5K2026-10-29
Wealth Effects LLC
INCREASED10,85810,694+164+2%$554.5K$563.2K+$8.7K2026-10-23
Waldron Private Wealth LLC
UNCHANGED10,84710,84700%$562.4K$562.6K+$2172026-11-02
Register Financial Advisors LLC
INCREASED10,78810,256+532+5%$531.8K$559.6K+$27.8K2026-10-23
Aspen Wealth Management LLC
UNCHANGED10,72910,72900%$556.3K$556.5K+$2142026-10-14
Kercheville Advisors, LLC
INCREASED10,6758,150+2,525+31%$422.6K$553.7K+$131.1K2026-10-19
Partners Wealth Management, LLC
NEW10,651—+10,651——$552.5K—2026-10-28
Castleview Partners, LLC
INCREASED10,6039,929+674+7%$514.8K$550.0K+$35.2K2026-10-09
Parallel Advisors, LLC
INCREASED10,58810,530+58+1%$546.0K$549.2K+$3.2K2026-11-03
Segment Wealth Management, LLC
UNCHANGED10,37510,37500%$537.9K$538.2K+$2072026-10-26
Moors & Cabot, Inc.
INCREASED10,2135,039+5,174+103%$261.3K$529.8K+$268.5K2026-11-06
Abel Hall, LLC
UNCHANGED10,20010,20000%$528.9K$529.1K+$2042026-10-19
Patten & Patten Inc
DECREASED10,19410,444-250-2%$541.5K$528.8K-$12.8K2026-10-26
Ballew Advisors, Inc
UNCHANGED10,03210,03200%$522.3K$528.1K+$5.8K2026-10-05
Securian Asset Management, Inc
UNCHANGED10,00010,00000%$540.3K$518.7K-$21.6K2026-11-06
Saxon Interests, Inc.
DECREASED9,96210,364-402-4%$537.4K$516.7K-$20.7K2026-10-26
Beaumont Financial Advisors, LLC
DECREASED9,86210,595-733-7%$549.4K$511.5K-$37.8K2026-10-22
Walker Asset Management, LLC
DECREASED9,80810,672-864-8%$553.3K$508.7K-$44.6K2026-10-13
Advisory Advocates, LLC
UNCHANGED9,7939,79300%$507.8K$508.0K+$1962026-11-05
Arlington Financial Advisors, LLC
UNCHANGED9,5009,50000%$492.6K$492.8K+$1902026-10-19
Total Clarity Wealth Management, Inc.
INCREASED9,4909,473+17+0%$491.2K$492.2K+$1.1K2026-10-26
Glenview Trust Co
NEW9,416—+9,416——$488.4K—2026-10-28
Capital Investment Advisory Services, LLC
INCREASED9,2978,535+762+9%$442.5K$482.9K+$40.4K2026-10-30
Latitude Advisors, LLC
INCREASED9,2398,691+548+6%$450.6K$479.2K+$28.6K2026-10-27
Investment Planning Advisors, Inc.
DECREASED9,1769,345-169-2%$484.5K$476.0K-$8.6K2026-10-14
Opal Wealth Advisors, LLC
DECREASED9,1519,164-130%$475.2K$474.7K-$4912026-10-16
Mcdonald Partners LLC
UNCHANGED9,0009,00000%$466.7K$466.8K+$1802026-11-03
Sapient Capital LLC
UNCHANGED8,9498,94900%$464.0K$464.2K+$1792026-10-08
StoneX Group Inc.
NEW8,941—+8,941——$477.5K—2026-11-03
Merit Financial Group, LLC
INCREASED8,7538,420+333+4%$436.6K$454.0K+$17.4K2026-11-06
Northwest Wealth Management, LLC
INCREASED8,5918,536+55+1%$442.6K$445.6K+$3.0K2026-10-30
Ergawealth Advisors, Inc.
DECREASED8,4808,579-99-1%$444.8K$439.9K-$4.9K2026-10-21
Brookstone Capital Management
DECREASED8,36912,218-3,849-31%$633.5K$434.1K-$199.4K2026-10-22
Imc-Chicago, LLC
DECREASED8,31722,342-14,025-63%$1.2M$431.4K-$727.0K2026-11-05
Summit Investment Advisory Services, LLC
INCREASED8,2918,194+97+1%$424.8K$430.0K+$5.2K2026-11-03
TME Financial, Inc.
INCREASED8,1417,620+521+7%$395.1K$422.3K+$27.2K2026-10-14
Mayfair Advisory Group, LLC
INCREASED8,0796,079+2,000+33%$334.3K$419.1K+$84.8K2026-10-20
Noesis Capital Mangement Corp
INCREASED8,0207,020+1,000+14%$364.0K$416.0K+$52.0K2026-10-26
Crusonia Wealth Advisors LLC
INCREASED8,0096,107+1,902+31%$316.7K$415.4K+$98.8K2026-10-26
Florida Trust Wealth Management Co
UNCHANGED8,0008,00000%$414.8K$415.0K+$1602026-11-05
Keudell ison Wealth Management
UNCHANGED7,8927,89200%$409.2K$409.4K+$1582026-10-16
BFI Infinity Ltd.
NEW7,795—+7,795——$404.3K—2026-10-16
Synergy Asset Management, LLC
INCREASED7,6946,736+958+14%$349.3K$399.1K+$49.8K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED7,6926,937+755+11%$359.7K$399.0K+$39.3K2026-10-29
Ignite Planners, LLC
INCREASED7,4814,655+2,826+61%$241.7K$393.3K+$151.6K2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED7,4397,568-129-2%$392.4K$385.9K-$6.5K2026-10-20
Alpha Omega Wealth Management LLC
INCREASED7,3497,186+163+2%$372.6K$381.2K+$8.6K2026-10-23
Courier Capital LLC
INCREASED7,3027,279+23+0%$377.4K$378.8K+$1.4K2026-10-19
Ascentis Wealth Management, LLC
UNCHANGED7,2437,24300%$375.6K$375.7K+$1442026-11-03
RDA Financial Network
UNCHANGED7,1077,10700%$368.5K$368.6K+$1422026-10-15
Capital Asset Advisory Services LLC
INCREASED7,1005,832+1,268+22%$302.4K$371.8K+$69.4K2026-10-30
Gutierrez Wealth Advisory, LLC
UNCHANGED7,0707,07000%$366.6K$366.7K+$1412026-11-02
Clear Trail Advisors, LLC
DECREASED6,9436,995-52-1%$362.7K$360.1K-$2.6K2026-10-20
Visionary Wealth Advisors
DECREASED6,8997,180-281-4%$372.3K$357.9K-$14.4K2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED6,8547,720-866-11%$400.3K$363.0K-$37.2K2026-10-09
Stableford Capital II LLC
UNCHANGED6,8296,82900%$354.1K$354.2K+$1362026-10-09
Independent Wealth Network Inc.
INCREASED6,7186,375+343+5%$330.5K$348.5K+$17.9K2026-10-19
Bokf, NA
DECREASED6,58012,495-5,915-47%$647.9K$341.3K-$306.6K2026-10-27
LongView Wealth Management
INCREASED6,4876,435+52+1%$333.6K$336.5K+$2.9K2026-10-19
Quantum Financial Partners LLC
INCREASED6,4155,588+827+15%$289.7K$332.7K+$43.0K2026-10-19
Keybank National Association
DECREASED6,2916,573-282-4%$340.8K$326.3K-$14.5K2026-11-04
PMG Family Office LLC
UNCHANGED6,1976,19700%$321.3K$321.4K+$1242026-10-19
MPS Loria Financial Planners, LLC
INCREASED6,1526,027+125+2%$312.5K$319.1K+$6.6K2026-10-14
Wesbanco Bank Inc
DECREASED6,1248,148-2,024-25%$422.5K$317.7K-$104.8K2026-11-04
Smithbridge Asset Management Inc
UNCHANGED6,0006,00000%$311.1K$311.2K+$1202026-10-19
Steinberganna Wealth Management
INCREASED5,9865,941+45+1%$308.0K$310.5K+$2.5K2026-10-23
Cullen T Bankers, Inc.
DECREASED5,9706,758-788-12%$350.4K$309.7K-$40.8K2026-10-28
Signaturefd, LLC
INCREASED5,9475,937+10+0%$307.8K$308.5K+$6382026-10-23
Gibraltar Capital Management, Inc.
NEW5,915—+5,915——$306.8K—2026-10-27
Lazari Capital Management, Inc.
UNCHANGED5,8305,83000%$302.3K$302.4K+$1162026-10-20
L.K. Benson & Company, P.C.
UNCHANGED5,8185,81800%$301.7K$301.8K+$1162026-10-23
Premier Path Wealth Partners, LLC
INCREASED5,7525,659+93+2%$293.4K$298.4K+$4.9K2026-10-16
Obermeyer Wealth Partners
UNCHANGED5,7265,72600%$296.9K$297.0K+$1152026-10-21
Armstrong Advisory Group, Inc
DECREASED5,7047,423-1,719-23%$384.9K$295.9K-$89.0K2026-10-09
Krilogy Financial LLC
INCREASED5,6995,692+7+0%$295.1K$300.4K+$5.3K2026-10-13
Richard C. Young & Co., Ltd.
INCREASED5,6405,608+32+1%$290.8K$292.6K+$1.8K2026-11-04
Verus Capital Partners, LLC
INCREASED5,6045,594+10+0%$290.1K$290.7K+$6082026-11-03
Buckhead Capital Management LLC
INCREASED5,5975,091+506+10%$264.0K$290.3K+$26.3K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW5,503—+5,503——$285.5K—2026-10-27
Washington Trust Advisors, Inc.
DECREASED5,4345,539-105-2%$287.2K$281.9K-$5.3K2026-10-22
Rose Capital Advisors LLC
NEW5,399—+5,399——$280.1K—2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED5,3795,37900%$278.9K$279.0K+$1082026-10-22
Wealthcare Capital Partners, LLC
INCREASED5,3585,276+82+2%$273.5K$277.9K+$4.4K2026-10-21
Hilltop National Bank
UNCHANGED5,3005,30000%$274.8K$274.9K+$1062026-10-14
Invested Advisors
DECREASED5,2675,312-45-1%$275.4K$273.2K-$2.2K2026-10-23
TD Private Client Wealth LLC
DECREASED5,2556,114-859-14%$317.0K$272.6K-$44.4K2026-10-28
Wealth Preservation Advisors, LLC
NEW5,201—+5,201——$269.8K—2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED5,2005,20000%$269.6K$269.7K+$1042026-10-20
Interchange Capital Partners, LLC
INCREASED5,1924,578+614+13%$237.4K$269.3K+$31.9K2026-10-28
Millennium Capital Advisors, LLC
INCREASED5,1675,137+30+1%$266.4K$268.0K+$1.6K2026-10-16
Tempus Wealth Planning, LLC
DECREASED5,11115,111-10,000-66%$783.5K$265.1K-$518.4K2026-10-14
Institute for Wealth Management, Llc.
INCREASED5,1035,102+1+0%$264.5K$264.7K+$1562026-11-06
Investment Research Partners LLC
DECREASED5,0715,116-45-1%$265.3K$263.0K-$2.2K2026-10-19
Financial Insights, Inc.
INCREASED5,0495,029+20+0%$260.8K$261.9K+$1.1K2026-10-27
Future Financial Wealth Managment LLC
INCREASED5,0194,883+136+3%$268.2K$260.3K-$7.9K2026-10-15
Envision Financial LLC
DECREASED5,0145,057-43-1%$262.2K$260.1K-$2.1K2026-10-15
Central Trust Co
UNCHANGED4,9944,99400%$258.9K$259.0K+$1002026-11-05
Silverlake Wealth Management LLC
DECREASED4,9825,482-500-9%$284.3K$258.4K-$25.8K2026-10-21
Legacy Wealth Partners, LLC
INCREASED4,9194,032+887+22%$209.1K$255.1K+$46.1K2026-10-15
Mach-1 Financial Group, LLC
DECREASED4,9117,310-2,399-33%$379.0K$254.7K-$124.3K2026-11-06
Redwood Family Wealth LLC
INCREASED4,7974,747+50+1%$246.1K$248.8K+$2.7K2026-10-20
CDM Financial Counseling Services, Inc.
UNCHANGED4,7434,74300%$245.9K$246.0K+$942026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED4,6934,69300%$243.3K$243.4K+$932026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED4,6504,65000%$254.9K$244.6K-$10.3K2026-10-21
Essex Bank
INCREASED4,6464,145+501+12%$214.9K$240.9K+$26.1K2026-10-16
HB Wealth Management, LLC
DECREASED4,6328,674-4,042-47%$449.7K$240.3K-$209.5K2026-10-23
Rainey & Randall Wealth Advisors Inc.
INCREASED4,6104,524+86+2%$234.6K$239.1K+$4.5K2026-10-26
Beaumont Asset Management, L.L.C.
DECREASED4,5534,748-195-4%$246.2K$236.2K-$10.0K2026-10-16
EPG Wealth Management LLC
INCREASED4,5324,496+36+1%$233.1K$235.1K+$2.0K2026-11-03
HBW Advisory Services LLC
DECREASED4,5204,619-99-2%$239.5K$234.5K-$5.0K2026-10-15
Lyell Wealth Management, LP
UNCHANGED4,5004,50000%$233.3K$233.4K+$902026-10-30
Edgemoor Investment Advisors, Inc.
UNCHANGED4,4504,45000%$230.7K$230.8K+$892026-11-03
Southland Equity Partners LLC
UNCHANGED4,4454,44500%$230.5K$230.6K+$892026-10-14
Objective Capital Management, LLC
UNCHANGED4,4164,41600%$229.0K$229.1K+$882026-10-13
Searle & Co.
UNCHANGED4,3374,33700%$224.9K$225.0K+$872026-11-04
Secure Asset Management, LLC
INCREASED4,3184,210+108+3%$218.3K$224.0K+$5.7K2026-10-19
Cadent Capital Advisors, LLC
DECREASED4,2834,570-287-6%$237.0K$222.2K-$14.8K2026-10-09
Insight 2811, Inc.
UNCHANGED4,2474,24700%$220.2K$220.3K+$852026-11-06
Ritholtz Wealth Management
DECREASED4,2304,235-50%$219.6K$219.4K-$1702026-11-05
Compass Financial Management LLC
INCREASED4,1964,046+150+4%$213.5K$217.7K+$4.2K2026-10-30
LVW Advisors, LLC
UNCHANGED4,1854,18500%$217.0K$217.1K+$832026-10-19
Northcape Wealth Management, LLC
UNCHANGED4,1704,17000%$216.2K$216.3K+$832026-11-04
Money Concepts Capital Corp
INCREASED4,1604,007+153+4%$207.8K$215.8K+$8.0K2026-11-06
Destiny Wealth Partners, LLC
UNCHANGED4,1604,16000%$230.1K$219.4K-$10.7K2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED4,1054,102+3+0%$212.7K$212.9K+$2352026-10-13
Acorn Wealth Advisors, LLC
INCREASED4,0543,996+58+1%$207.2K$210.3K+$3.1K2026-10-19
Evolution Wealth Advisors, LLC
UNCHANGED4,0504,05000%$210.0K$210.1K+$812026-11-03
Ridgepath Capital Management LLC
UNCHANGED4,0004,00000%$207.4K$207.5K+$802026-10-29
Surience Private Wealth LLC
DECREASED3,9464,315-369-9%$223.7K$204.7K-$19.1K2026-10-16
Diversified Management Inc
NEW3,900—+3,900——$202.3K—2026-10-08
Larson Financial Group LLC
INCREASED3,8953,655+240+7%$189.5K$202.0K+$12.5K2026-11-05
Atlantic Edge Private Wealth Management, LLC
DECREASED3,7304,020-290-7%$208.4K$193.5K-$15.0K2026-10-20
First Horizon Corp
UNCHANGED3,6893,68900%$191.3K$191.3K+$732026-10-26
Roxbury Financial LLC
DECREASED3,6683,766-98-3%$195.2K$190.3K-$5.0K2026-10-01
10Elms LLP
UNCHANGED3,4833,48300%$180.6K$180.7K+$702026-11-06
Holos Integrated Wealth LLC
UNCHANGED3,1453,14500%$166.3K$164.2K-$2.1K2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED3,1203,12000%$161.8K$161.8K+$622026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,0923,09200%$160.3K$160.4K+$622026-10-27
Nfsg Corp
INCREASED2,8211,875+946+50%$97.2K$146.3K+$49.1K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED2,6002,60000%$134.8K$134.9K+$522026-10-21
Redwood Park Advisors LLC
INCREASED2,5252,509+16+1%$130.1K$131.0K+$8532026-11-02
Cassaday & Co Wealth Management LLC
INCREASED2,4412,068+373+18%$107.2K$126.6K+$19.4K2026-10-27
Lodestone Wealth Management LLC
INCREASED2,2552,213+42+2%$114.8K$117.0K+$2.2K2026-10-14
Putney Financial Group LLC
NEW2,184—+2,184——$113.3K—2026-10-30
Nova Financial LLC
NEW2,025—+2,025——$105.0K—2026-11-04
Zions Bancorporation, National Association
UNCHANGED2,0002,00000%$103.7K$103.7K+$402026-11-06
Golden State Wealth Management, LLC
INCREASED1,9741,971+3+0%$102.2K$102.4K+$1862026-11-02
Gilpin Wealth Management, LLC
INCREASED1,8031,762+41+2%$91.4K$93.5K+$2.2K2026-10-09
Elevation Wealth Partners, LLC
INCREASED1,7331,709+24+1%$88.6K$89.9K+$1.3K2026-10-07
Eastern Bank
UNCHANGED1,7201,72000%$89.2K$89.2K+$342026-10-05
TD Waterhouse Canada Inc.
INCREASED1,7031,676+27+2%$84.2K$88.7K+$4.5K2026-10-16
Jacobi Capital Management LLC
NEW1,585—+1,585——$82.2K—2026-11-05
Summer Road LLC
INCREASED1,5351,530+5+0%$79.3K$79.6K+$3012026-11-05
Root Financial Partners, LLC
NEW1,519—+1,519——$78.8K—2026-10-21
CoreCap Advisors, LLC
DECREASED1,3851,392-70%$72.2K$71.8K-$3352026-10-08
Meriwether Wealth & Planning, LLC
NEW1,305—+1,305——$67.7K—2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED1,3001,30000%$67.4K$67.4K+$262026-11-03
Foresight Capital Management Advisors, Inc.
NEW1,250—+1,250——$64.8K—2026-10-27
Friedenthal Financial
UNCHANGED1,1021,10200%$57.1K$57.2K+$222026-10-27
Maseco LLP
NEW1,070—+1,070——$55.5K—2026-10-27
Three Bridge Wealth Advisors, LLC
NEW1,068—+1,068——$55.4K—2026-11-05
Spire Wealth Management
INCREASED973972+1+0%$50.4K$50.5K+$582026-10-30
Arlington Trust Co LLC
UNCHANGED91091000%$47.2K$47.2K+$182026-10-20
Citizens National Bank Trust Department
UNCHANGED86086000%$44.6K$44.6K+$172026-11-04
City State Bank
UNCHANGED83783700%$43.4K$43.4K+$172026-10-20
First United Bank & Trust
UNCHANGED83483400%$43.2K$43.3K+$172026-10-22
Buck Wealth Strategies, LLC
INCREASED831815+16+2%$42.3K$43.1K+$8122026-10-28
Independence Bank of Kentucky
INCREASED805460+345+75%$23.9K$41.8K+$17.9K2026-10-26
Montag A & Associates Inc
UNCHANGED80280200%$41.6K$41.6K+$162026-10-29
Financial Network Wealth Advisors LLC
NEW735—+735——$38.1K—2026-10-28
Financial Consulate, Inc
UNCHANGED60060000%$31.1K$31.1K+$122026-10-23
GS Investments, Inc.
UNCHANGED60060000%$31.1K$31.1K+$122026-11-05
Quaker Wealth Management, LLC
UNCHANGED60060000%$31.1K$31.1K+$122026-10-22
1620 Investment Advisors, Inc.
UNCHANGED58158100%$30.1K$30.1K+$112026-11-04
Russell Investments Group, Ltd.
DECREASED560681-121-18%$35.3K$29.0K-$6.3K2026-11-06
Gamma Investing LLC
UNCHANGED54754700%$28.4K$28.4K+$112026-10-08
Archer Investment Corp
UNCHANGED54354300%$28.2K$28.2K+$102026-11-05
Financial Management Professionals, Inc.
INCREASED481472+9+2%$24.5K$25.0K+$4712026-10-23
Bank of New Hampshire
NEW470—+470——$24.4K—2026-10-06
GK Wealth Management LLC
NEW467—+467——$24.2K—2026-10-09
Hazlett, Burt & Watson, Inc.
INCREASED423303+120+40%$8.0K$8.0K+$62026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4002,464-2,064-84%$127.8K$20.7K-$107.1K2026-10-14
Creative Financial Designs Inc
INCREASED349165+184+112%$8.6K$18.1K+$9.5K2026-11-04
CGC Financial Services, LLC
UNCHANGED32532500%$16.9K$16.9K+$72026-10-13
Barrett & Company, Inc.
UNCHANGED30030000%$15.6K$15.6K+$62026-10-22
Davis Capital Management
INCREASED268199+69+35%$10.3K$13.9K+$3.6K2026-10-08
Silver Grove Financial Group, Inc.
INCREASED209117+92+79%$6.1K$10.8K+$4.8K2026-11-05
Highline Wealth Partners LLC
INCREASED208204+4+2%$10.6K$10.8K+$2042026-10-19
Moisand Fitzgerald Tamayo, LLC
UNCHANGED20620600%$10.7K$10.7K+$42026-10-15
Harbor Investment Advisory, LLC
UNCHANGED20020000%$10.4K$10.4K+$42026-10-13
Concord Wealth Partners
UNCHANGED18018000%$9.3K$9.3K+$42026-11-02
Ares Financial Consulting, LLC
UNCHANGED17017000%$8.8K$8.8K+$32026-10-19
Avion Wealth
UNCHANGED16816800%$8$8$02026-11-04
Lynch Investment Planning, LLC
NEW162—+162——$8.4K—2026-10-27
United Community Bank
NEW154—+154——$8.0K—2026-10-28
Blume Capital Management, Inc.
UNCHANGED15315300%$7.9K$7.9K+$32026-10-26
Kelleher Financial Advisors
DECREASED144285-141-49%$14.8K$7.5K-$7.3K2026-10-30
Abound Wealth Management
DECREASED127170-43-25%$8.8K$6.6K-$2.3K2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED12512500%$6.5K$6.5K+$32026-11-04
Wolff Wiese Magana LLC
UNCHANGED10910900%$5.7K$5.7K+$22026-10-15
Trust Co
UNCHANGED10810800%$5.6K$5.6K+$22026-10-09
Caldwell Trust Co
NEW107—+107——$5.6K—2026-10-30
Global Trust Asset Management, LLC
UNCHANGED10010000%$5.2K$5.2K+$22026-10-19
Markowski Investments
UNCHANGED10010000%$5.2K$5.2K+$22026-10-30
Next Level Wealth Planning, LLC
NEW78—+78——$4.0K—2026-10-29
Sima Wealth Partners, LLC
UNCHANGED606000%$3.1K$3.1K+$22026-10-19
Tounjian Advisory Partners, LLC
INCREASED5756+1+2%$2.9K$3.0K+$552026-11-04
Madden Securities Corp
NEW50—+50——$2.6K—2026-10-27
Triumph Capital Management
UNCHANGED404000%$2.1K$2.1K+$12026-10-14
Transce3nd, LLC
UNCHANGED323200%$1.7K$1.7K-$12026-10-26
Reap Financial Group, LLC
UNCHANGED252500%$1.3K$1.3K+$12026-11-02
JFS Wealth Advisors, LLC
NEW20—+20——$1.0K—2026-11-03
Coston, McIsaac & Partners
NEW20—+20——$1.0K—2026-11-06
MV Capital Management, Inc.
UNCHANGED181800%$934$934$02026-10-29
Plante Moran Financial Advisors, LLC
NEW13—+13——$674—2026-11-04
Valley National Advisers Inc
NEW3—+3——$167—2026-10-23
Prospera Financial Services Inc
CLOSED0273,749-273,749-100%$14.2M$0-$14.2M2026-11-04
J.Safra Asset Management Corp
CLOSED047,749-47,749-100%$2.5M$0-$2.5M2026-11-03
Jefferies Financial Group Inc.
CLOSED035,699-35,699-100%$1.9M$0-$1.9M2026-11-05
Boyce & Associates Wealth Consulting, Inc.
CLOSED030,166-30,166-100%$1.6M$0-$1.6M2026-10-14
Value Investment Professionals, LLC
CLOSED028,631-28,631-100%$987.5K$0-$987.5K2026-10-13
Wellington Shields Capital Management, LLC
CLOSED023,135-23,135-100%$1.2M$0-$1.2M2026-11-03
VestGen Advisors, LLC
CLOSED014,982-14,982-100%$776.8K$0-$776.8K2026-10-27
Simplicity Wealth,LLC
CLOSED08,684-8,684-100%$450.3K$0-$450.3K2026-10-23
Magnolia Capital Management LTD
CLOSED08,625-8,625-100%$447.0K$0-$447.0K2026-10-09
Teamwork Financial Advisors, LLC
CLOSED07,669-7,669-100%$397.6K$0-$397.6K2026-10-19
Sound Income Strategies, LLC
CLOSED05,760-5,760-100%$298.7K$0-$298.7K2026-10-09
Summit Securities Group LLC
CLOSED05,200-5,200-100%$269.6K$0-$269.6K2026-11-05
Provident Wealth Management, LLC
CLOSED04,863-4,863-100%$252.2K$0-$252.2K2026-10-20
Gilman Hill Asset Management, LLC
CLOSED04,375-4,375-100%$226.8K$0-$226.8K2026-10-13
Schear Investment Advisers, LLC
CLOSED04,110-4,110-100%$213.1K$0-$213.1K2026-10-14
Dana Investment Advisors, Inc.
CLOSED04,044-4,044-100%$209.7K$0-$209.7K2026-11-06
Bingham Private Wealth, LLC
CLOSED04,000-4,000-100%$207.4K$0-$207.4K2026-11-05
HBK Sorce Advisory LLC
CLOSED03,990-3,990-100%$216.9K$0-$216.9K2026-11-06
Wellington Shields & Co., LLC
CLOSED03,242-3,242-100%$168.1K$0-$168.1K2026-11-03
UMB Bank, n.a.
CLOSED01,494-1,494-100%$77.5K$0-$77.5K2026-11-06
Cornerstone Planning Group LLC
CLOSED01,133-1,133-100%$62.1K$0-$62.1K2026-10-16
MJT & Associates Financial Advisory Group, Inc.
CLOSED0945-945-100%$49.0K$0-$49.0K2026-10-07
MCF Advisors LLC
CLOSED0880-880-100%$45.6K$0-$45.6K2026-10-28
Founders Capital Management
CLOSED0808-808-100%$41.9K$0-$41.9K2026-10-13
Asset Dedication, LLC
CLOSED0672-672-100%$34.8K$0-$34.8K2026-11-03
Atlatl Advisers LLC
CLOSED0400-400-100%$20.7K$0-$20.7K2026-10-22
LifeSteps Financial, Inc.
CLOSED0210-210-100%$10.9K$0-$10.9K2026-10-15
Chilton Capital Management LLC
CLOSED0203-203-100%$10.5K$0-$10.5K2026-10-28
Sims Investment Management, LLC
CLOSED0160-160-100%$8.3K$0-$8.3K2026-10-13
Lloyd Advisory Services, Llc.
CLOSED0126-126-100%$6.5K$0-$6.5K2026-11-02
Kozak & Associates, Inc.
CLOSED019-19-100%$981$0-$9812026-10-29
Key FInancial Inc
CLOSED02-2-100%$104$0-$1042026-11-02
Morgan Stanley
N/A—16,070,257-16,070,257-100%$833.2M———
Bank of America Corp
N/A—8,866,456-8,866,456-100%$459.7M———
Wells Fargo & Company
N/A—7,429,142-7,429,142-100%$385.2M———
Goldman Sachs Group Inc
N/A—7,409,556-7,409,556-100%$384.2M———
UBS Group AG
N/A—3,024,792-3,024,792-100%$156.8M———
Raymond James Financial Inc
N/A—2,810,836-2,810,836-100%$145.7M———
Royal Bank of Canada
N/A—2,473,354-2,473,354-100%$128.2M———
Naviter Wealth, LLC
N/A—1,639,760-1,639,760-100%$85.0M———
Ameriprise Financial Inc
N/A—1,285,186-1,285,186-100%$67.1M———
Stephens Inc
N/A—1,010,491-1,010,491-100%$52.4M———
Stifel Financial Corp
N/A—993,674-993,674-100%$51.5M———
Envestnet Asset Management Inc
N/A—965,702-965,702-100%$50.1M———
Osaic Holdings, Inc.
N/A—953,551-953,551-100%$49.4M———
HighTower Advisors, LLC
N/A—750,619-750,619-100%$38.9M———
NewEdge Advisors, LLC
N/A—627,920-627,920-100%$32.6M———
Proficio Capital Partners LLC
N/A—621,953-621,953-100%$32.2M———
Tiaa Wealth Investment Management LLC
N/A—597,479-597,479-100%$30.9M———
Rockefeller Capital Management L.P.
N/A—577,011-577,011-100%$29.9M———
Janney Montgomery Scott LLC
N/A—561,275-561,275-100%$29.1M———
Captrust Financial Advisors
N/A—537,851-537,851-100%$27.9M———
Cetera Investment Advisers
N/A—535,072-535,072-100%$27.7M———
Blair William & Co
N/A—532,049-532,049-100%$27.6M———
EP Wealth Advisors, LLC
N/A—517,943-517,943-100%$26.9M———
Oxbow Advisors, LLC
N/A—509,673-509,673-100%$26.4M———
FWL Investment Management, LLC
N/A—503,526-503,526-100%$26.1M———
Spirepoint Private Client, LLC
N/A—448,645-448,645-100%$23.3M———
Trivium Point Advisory, LLC
N/A—378,254-378,254-100%$19.6M———
Hilton Capital Management, LLC
N/A—338,754-338,754-100%$17.6M———
First American Trust, FSB
N/A—319,657-319,657-100%$16.6M———
SOA Wealth Advisors, Llc.
N/A—319,249-319,249-100%$319.2K———
Cary Street Partners Financial LLC
N/A—299,656-299,656-100%$15.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—299,107-299,107-100%$15.5M———
Checchi Capital Advisers, LLC
N/A—298,363-298,363-100%$15.5M———
Focus Partners Wealth
N/A—290,720-290,720-100%$15.1M———
Wealth Alliance, LLC
N/A—282,387-282,387-100%$14.6M———
Nicolet Bankshares Inc
N/A—275,028-275,028-100%$14.3M———
Novare Capital Management LLC
N/A—248,500-248,500-100%$12.9M———
Stansberry Asset Management, LLC
N/A—242,497-242,497-100%$12.6M———
Truffle Hound Capital, LLC
N/A—240,000-240,000-100%$12.4M———
Tradewinds, Llc.
N/A—238,571-238,571-100%$2.7M———
Kera Capital Partners, Inc.
N/A—230,738-230,738-100%$12.0M———
Jones Financial Companies Lllp
N/A—227,795-227,795-100%$11.7M———
Granby Capital Management, LLC
N/A—200,000-200,000-100%$10.4M———
Ardsley Advisory Partners LP
N/A—200,000-200,000-100%$10.4M———
JPMorgan Chase & Co
N/A—199,600-199,600-100%$10.3M———
Elgethun Capital Management
N/A—196,637-196,637-100%$10.2M———
Transcend Capital Advisors, LLC
N/A—194,367-194,367-100%$10.1M———
Arax Advisory Partners
N/A—185,243-185,243-100%$9.6M———
Bard Associates Inc
N/A—171,562-171,562-100%$8.9M———
Steward Partners Investment Advisory, LLC
N/A—167,510-167,510-100%$8.7M———
Nwam LLC
N/A—157,897-157,897-100%$8.2M———
Mariner, LLC
N/A—157,067-157,067-100%$8.1M———
Advisors Asset Management, Inc.
N/A—156,577-156,577-100%$8.1M———
Private Advisor Group, LLC
N/A—156,022-156,022-100%$8.1M———
Cerity Partners LLC
N/A—154,772-154,772-100%$8.0M———
&partners
N/A—153,572-153,572-100%$8.0M———
Muhlenkamp & Co Inc
N/A—150,615-150,615-100%$7.8M———
Advisors Preferred, LLC
N/A—145,325-145,325-100%$7.6M———
Advisory Services Network, LLC
N/A—143,445-143,445-100%$7.4M———
Beacon Pointe Advisors, LLC
N/A—141,864-141,864-100%$7.4M———
Brown Advisory Inc
N/A—129,624-129,624-100%$6.7M———
Horizon Kinetics Asset Management LLC
N/A—128,940-128,940-100%$6.7M———
Equitable Holdings, Inc.
N/A—126,132-126,132-100%$6.5M———
Clare Market Investments LLC
N/A—120,740-120,740-100%$6.3M———
Element Wealth, LLC
N/A—119,697-119,697-100%$6.2M———
Sanctuary Advisors, LLC
N/A—118,887-118,887-100%$6.2M———
Clarity Financial LLC
N/A—112,470-112,470-100%$5.8M———
Kingsview Wealth Management, LLC
N/A—111,427-111,427-100%$5.8M———
Wealthspire Advisors, LLC
N/A—110,991-110,991-100%$5.8M———
Quantinno Capital Management LP
N/A—108,540-108,540-100%$5.6M———
Financial Sense Advisors, Inc.
N/A—107,998-107,998-100%$5.6M———
Global Retirement Partners, LLC
N/A—100,221-100,221-100%$5.2M———
Commerce Bank
N/A—100,180-100,180-100%$5.2M———
Continuum Advisory, LLC
N/A—95,515-95,515-100%$5.0M———
Coral Wealth Management, LLC
N/A—94,792-94,792-100%$4.9M———
Qube Research & Technologies Ltd
N/A—92,856-92,856-100%$4.8M———
Orion Porfolio Solutions, LLC
N/A—92,725-92,725-100%$4.8M———
Denali Advisors LLC
N/A—92,633-92,633-100%$4.8M———
United Capital Financial Advisors, LLC
N/A—91,567-91,567-100%$4.7M———
1 North Wealth Services LLC
N/A—88,736-88,736-100%$4.6M———
Mayflower Financial Advisors, LLC
N/A—88,273-88,273-100%$4.6M———
MML Investors Services, LLC
N/A—87,377-87,377-100%$4.5M———
NorthCoast Asset Management LLC
N/A—85,674-85,674-100%$4.4M———
Mercer Global Advisors Inc
N/A—81,963-81,963-100%$4.2M———
Hancock Whitney Corp
N/A—81,093-81,093-100%$4.2M———
Intrinsic Edge Capital Management LLC
N/A—80,000-80,000-100%$4.1M———
Wills Financial Group LLC
N/A—77,709-77,709-100%$4.0M———
Deeter Investments LLP
N/A—77,603-77,603-100%$4.0M———
Payne Capital Management, LLC
N/A—74,455-74,455-100%$3.9M———
Scotia Capital Inc.
N/A—73,460-73,460-100%$3.8M———
SCS Capital Management LLC
N/A—72,508-72,508-100%$3.8M———
Cresset Asset Management, LLC
N/A—72,463-72,463-100%$3.8M———
Jaffetilchin Investment Partners, LLC
N/A—72,454-72,454-100%$3.8M———
Pinnacle Financial Partners, Inc.
N/A—72,101-72,101-100%$3.7M———
NewEdge Wealth, LLC
N/A—70,856-70,856-100%$3.7M———
Freestone Capital Holdings, LLC
N/A—69,010-69,010-100%$3.6M———
Punch & Associates Investment Management, Inc.
N/A—68,913-68,913-100%$3.6M———
SAM Advisors, LLC
N/A—68,490-68,490-100%$3.6M———
Stratos Wealth Partners, Ltd.
N/A—67,319-67,319-100%$3.5M———
Berkeley Capital Partners, LLC
N/A—66,109-66,109-100%$3.4M———
Pathstone Holdings, LLC
N/A—66,059-66,059-100%$3.4M———
Astoria Portfolio Advisors Llc.
N/A—63,891-63,891-100%$3.3M———
Vestmark Advisory Solutions, Inc.
N/A—63,499-63,499-100%$3.3M———
Gamco Investors, Inc. ET AL
N/A—63,100-63,100-100%$3.3M———
Stamos Capital Partners, L.P.
N/A—62,819-62,819-100%$3.3M———
Camarda Financial Advisors, LLC
N/A—58,695-58,695-100%$3.0M———
AQR Capital Management LLC
N/A—56,554-56,554-100%$2.9M———
Cypress Capital Management LLC (WY)
N/A—56,548-56,548-100%$2.9M———
Regal Investment Advisors LLC
N/A—56,349-56,349-100%$2.9M———
Essex Financial Services, Inc.
N/A—56,309-56,309-100%$2.9M———
Delta Investment Management, LLC
N/A—56,003-56,003-100%$2.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—55,905-55,905-100%$2.9M———
CIBC Bancorp USA Inc.
N/A—55,784-55,784-100%$2.9M———
BlackRock, Inc.
N/A—53,802-53,802-100%$2.8M———
Mainstay Capital Management LLC
N/A—53,529-53,529-100%$2.8M———
Johnson Investment Counsel Inc
N/A—52,823-52,823-100%$2.7M———
Cascade Financial Partners, LLC
N/A—52,296-52,296-100%$2.7M———
Ingalls & Snyder LLC
N/A—51,439-51,439-100%$2.7M———
FMR LLC
N/A—49,486-49,486-100%$2.6M———
Smartleaf Asset Management LLC
N/A—48,752-48,752-100%$2.5M———
Integrated Wealth Concepts LLC
N/A—47,862-47,862-100%$2.5M———
Holderness Investments Co
N/A—47,509-47,509-100%$2.5M———
Aster Capital Management (Difc) Ltd
N/A—47,239-47,239-100%$2.4M———
Keewaydin Investments LLC
N/A—47,160-47,160-100%$2.4M———
ArchPoint Investors
N/A—46,325-46,325-100%$2.4M———
BFC Planning, Inc.
N/A—46,058-46,058-100%$2.4M———
Cura Wealth Advisors, LLC
N/A—44,035-44,035-100%$2.3M———
Bollard Group LLC
N/A—43,480-43,480-100%$2.3M———
Arkadios Wealth Advisors
N/A—43,376-43,376-100%$2.2M———
HC Advisors, LLC
N/A—42,962-42,962-100%$2.2M———
Mutual Advisors, LLC
N/A—42,932-42,932-100%$2.2M———
Gotham Asset Management, LLC
N/A—41,147-41,147-100%$2.1M———
Smithfield Trust Co
N/A—40,855-40,855-100%$2.1M———
Bradley Foster & Sargent Inc
N/A—40,551-40,551-100%$2.1M———
Gladstone Institutional Advisory LLC
N/A—39,997-39,997-100%$2.1M———
Belpointe Asset Management LLC
N/A—39,845-39,845-100%$2.1M———
Tocqueville Asset Management L.P.
N/A—39,556-39,556-100%$2.1M———
Dakota Wealth Management
N/A—38,980-38,980-100%$2.0M———
Sierra Capital LLC
N/A—38,860-38,860-100%$2.0M———
Capital Fund Management S.A.
N/A—36,930-36,930-100%$1.9M———
AE Wealth Management LLC
N/A—35,745-35,745-100%$1.9M———
Easterly Investment Partners LLC
N/A—35,318-35,318-100%$1.8M———
Tandem Financial, LLC
N/A—35,267-35,267-100%$1.8M———
Palouse Capital Management, Inc.
N/A—35,175-35,175-100%$1.8M———
Susquehanna International Group, LLP
N/A—34,761-34,761-100%$1.8M———
IEQ Capital, LLC
N/A—34,655-34,655-100%$1.8M———
Kovack Advisors, Inc.
N/A—34,247-34,247-100%$1.8M———
Virtu Financial LLC
N/A—34,200-34,200-100%$1.8M———
Invesco Ltd.
N/A—33,997-33,997-100%$1.8M———
World Investment Advisors
N/A—33,552-33,552-100%$1.8M———
Compass Capital Corp
N/A—33,251-33,251-100%$1.8M———
Citadel Advisors LLC
N/A—33,211-33,211-100%$1.7M———
PFG Investments, LLC
N/A—32,369-32,369-100%$1.7M———
Tiaa Trust, National Association
N/A—32,047-32,047-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—31,830-31,830-100%$1.7M———
BTG Pactual Asset Management US LLC
N/A—30,599-30,599-100%$1.6M———
Hilltop Holdings Inc.
N/A—30,299-30,299-100%$1.6M———
Northwestern Mutual Wealth Management Co
N/A—30,178-30,178-100%$1.6M———
Pointe Capital Management LLC
N/A—29,831-29,831-100%$1.5M———
Benjamin Edwards Inc
N/A—29,453-29,453-100%$1.5M———
Arkos Global Advisors
N/A—28,910-28,910-100%$1.5M———
Bank of Montreal
N/A—28,287-28,287-100%$1.5M———
OneAscent Family Office, LLC
N/A—26,782-26,782-100%$1.4M———
Valtrion Capital Management, LLC
N/A—26,482-26,482-100%$1.4M———
CIBC World Market Inc.
N/A—26,027-26,027-100%$1.3M———
First Commonwealth Financial Corp
N/A—25,507-25,507-100%$1.3M———
Exit Wealth Advisors, Llc.
N/A—25,395-25,395-100%$1.3M———
Fiducient Advisors LLC
N/A—25,390-25,390-100%$1.3M———
Invst, LLC
N/A—24,254-24,254-100%$1.3M———
Waverly Advisors, LLC
N/A—24,046-24,046-100%$1.2M———
Snowden Capital Advisors LLC
N/A—22,881-22,881-100%$1.2M———
Baird Financial Group, Inc.
N/A—22,491-22,491-100%$1.2M———
WealthTrust Axiom LLC
N/A—21,654-21,654-100%$1.1M———
Quantum Portfolio Management LLC
N/A—21,109-21,109-100%$1.1M———
Smith, Moore & Co.
N/A—20,957-20,957-100%$1.1M———
Dearborn Partners LLC
N/A—20,423-20,423-100%$1.1M———
Genesis Financial Group, LLC
N/A—20,282-20,282-100%$1.1M———
RWA Wealth Partners, LLC
N/A—20,171-20,171-100%$1.0M———
FWG Holdings, LLC
N/A—20,108-20,108-100%$1.1M———
Indie Asset Partners, LLC
N/A—19,950-19,950-100%$1.0M———
BBR Partners, LLC
N/A—19,739-19,739-100%$1.0M———
Keebeck Wealth Management
N/A—19,687-19,687-100%$1.0M———
Centaurus Financial, Inc.
N/A—19,362-19,362-100%$1.0M———
Mpwm Advisory Solutions, LLC
N/A—19,311-19,311-100%$1.0M———
Perissos Private Wealth Management, LLC
N/A—19,114-19,114-100%$991.1K———
Disciplined Investors, L.L.C.
N/A—18,613-18,613-100%$965.1K———
Wealthfront Advisers LLC
N/A—18,503-18,503-100%$959.4K———
Summit Financial, LLC
N/A—18,484-18,484-100%$958.4K———
one8zero8, LLC
N/A—18,400-18,400-100%$954.0K———
Argent Advisors, Inc.
N/A—17,652-17,652-100%$915.3K———
Wealthspire Retirement, LLC
N/A—16,933-16,933-100%$878.0K———
Douglass Winthrop Advisors, LLC
N/A—16,500-16,500-100%$855.5K———
Curi Capital, LLC
N/A—16,424-16,424-100%$851.6K———
McGowan Group Asset Management, Inc.
N/A—16,269-16,269-100%$843.6K———
SEI Investments Co
N/A—16,182-16,182-100%$839.1K———
MAI Capital Management
N/A—16,038-16,038-100%$831.6K———
Brookwood Investment Group LLC
N/A—16,027-16,027-100%$831.0K———
Novak & Powell Financial Services, Inc.
N/A—15,973-15,973-100%$828.2K———
LaSalle St. Investment Advisors, LLC
N/A—15,911-15,911-100%$825.0K———
Ausdal Financial Partners, Inc.
N/A—15,203-15,203-100%$788.3K———
L & S Advisors Inc
N/A—15,173-15,173-100%$786.7K———
Fortis Advisors, LLC
N/A—15,161-15,161-100%$786.1K———
OneDigital Investment Advisors LLC
N/A—14,991-14,991-100%$777.3K———
Franklin Resources Inc
N/A—14,738-14,738-100%$764.2K———
Allred Capital Management, LLC
N/A—14,658-14,658-100%$760.0K———
Focus Partners Advisor Solutions, LLC
N/A—14,540-14,540-100%$753.9K———
Hamilton Wealth, LLC
N/A—14,183-14,183-100%$735.4K———
Northern Trust Corp
N/A—14,142-14,142-100%$733.3K———
Fort Sheridan Advisors LLC
N/A—13,819-13,819-100%$716.5K———
CreativeOne Wealth, LLC
N/A—13,686-13,686-100%$709.6K———
Fiduciary Group, LLC
N/A—13,450-13,450-100%$697.4K———
Ethos Financial Group, LLC
N/A—13,158-13,158-100%$707.3K———
Miller Investment Management, LP
N/A—13,079-13,079-100%$678.1K———
Thompson David Blair
N/A—13,017-13,017-100%$674.9K———
Operose Advisors LLC
N/A—12,980-12,980-100%$673.0K———
Maridea Wealth Management LLC
N/A—12,575-12,575-100%$652.0K———
Advocacy Wealth Management, LLC
N/A—12,180-12,180-100%$631.5K———
Envestnet Portfolio Solutions, Inc.
N/A—12,131-12,131-100%$629.0K———
VestGen Investment Management
N/A—11,857-11,857-100%$614.8K———
Zacks Investment Management
N/A—10,941-10,941-100%$567.3K———
Great Valley Advisor Group, Inc.
N/A—10,863-10,863-100%$563.6K———
Lionhunter Capital Management, LLC
N/A—10,800-10,800-100%$560.0K———
Advyzon Investment Management, LLC
N/A—10,666-10,666-100%$553.0K———
Strategic Wealth Partners, Ltd.
N/A—10,608-10,608-100%$550.1K———
Arete Wealth Advisors, LLC
N/A—10,562-10,562-100%$547.7K———
Laird Norton Wetherby Trust Company, LLC
N/A—10,321-10,321-100%$535.1K———
Bramshill Investments, LLC
N/A—10,193-10,193-100%$528.5K———
Independent Advisor Alliance
N/A—10,141-10,141-100%$525.8K———
Moneta Group Investment Advisors LLC
N/A—10,128-10,128-100%$525.1K———
M&T Bank Corp
N/A—10,080-10,080-100%$522.6K———
NorthStar Asset Management LLC
N/A—10,078-10,078-100%$522.5K———
Anchor Investment Management, LLC
N/A—9,800-9,800-100%$508.1K———
Shepherd Kaplan Krochuk, LLC
N/A—9,785-9,785-100%$507.3K———
Westbourne Investments, Inc.
N/A—9,753-9,753-100%$505.7K———
Dover Advisors, LLC
N/A—9,368-9,368-100%$440.5K———
Gateway Wealth Partners, LLC
N/A—9,304-9,304-100%$482.4K———
URS Advisory LLC
N/A—9,303-9,303-100%$482.4K———
Kastel Capital Advisors, LLC
N/A—9,104-9,104-100%$479.3K———
Savvy Advisors, Inc.
N/A—8,954-8,954-100%$464.3K———
Aspen Grove Capital, LLC
N/A—8,930-8,930-100%$463.0K———
Star Financial Bank
N/A—8,804-8,804-100%$456.5K———
Cahill Financial Advisors Inc
N/A—8,749-8,749-100%$453.7K———
Innovative Asset Advisors Group, LLC
N/A—8,726-8,726-100%$452.4K———
Windsor Advisory Group, LLC
N/A—8,650-8,650-100%$448.5K———
Prepared Retirement Institute LLC
N/A—8,413-8,413-100%$436.2K———
Pure Financial Advisors, LLC
N/A—8,340-8,340-100%$432.4K———
RFP Financial Group LLC
N/A—8,289-8,289-100%$429.8K———
AssuredPartners Investment Advisors, LLC
N/A—8,216-8,216-100%$426.0K———
Index Technologies Group LLC
N/A—8,211-8,211-100%$425.7K———
Atlas Capital Advisors Inc.
N/A—8,141-8,141-100%$422.1K———
Keystone Financial Group
N/A—8,104-8,104-100%$420.2K———
First Western Trust Bank
N/A—8,000-8,000-100%$414.8K———
Pingora Partners LLC
N/A—7,918-7,918-100%$410.5K———
Gentry Private Wealth, LLC
N/A—7,568-7,568-100%$392.4K———
Capital Advisors Inc
N/A—7,563-7,563-100%$392.1K———
Nuveen, LLC
N/A—7,522-7,522-100%$390.0K———
Silvercrest Asset Management Group LLC
N/A—7,500-7,500-100%$388.9K———
Federation des caisses Desjardins du Quebec
N/A—7,471-7,471-100%$385.6K———
Alongside, LLC
N/A—7,310-7,310-100%$379.0K———
49 Wealth Management, LLC
N/A—7,310-7,310-100%$379.0K———
Magnolia Capital Advisors LLC
N/A—7,155-7,155-100%$371.0K———
Glenmede Trust Co NA
N/A—7,100-7,100-100%$368.1K———
Cary Street Partners Investment Advisory LLC
N/A—7,090-7,090-100%$367.6K———
Huntington National Bank
N/A—7,079-7,079-100%$367.0K———
Burnham & Co LLC
N/A—6,844-6,844-100%$354.9K———
First Foundation Advisors
N/A—6,800-6,800-100%$352.6K———
Fort Point Capital Partners LLC
N/A—6,792-6,792-100%$352.2K———
Sequoia Financial Advisors, LLC
N/A—6,432-6,432-100%$333.5K———
First Trust Advisors LP
N/A—6,329-6,329-100%$328.2K———
K.J. Harrison & Partners Inc
N/A—6,314-6,314-100%$327.2K———
Leavell Investment Management, Inc.
N/A—6,098-6,098-100%$316.2K———
FFT Wealth Management LLC
N/A—6,065-6,065-100%$314.4K———
Trustmark Bank Trust Department
N/A—6,061-6,061-100%$314.3K———
IHT Wealth Management, LLC
N/A—6,030-6,030-100%$312.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,880-5,880-100%$304.9K———
Tiemann Investment Advisors, LLC
N/A—5,600-5,600-100%$290.4K———
Nalls Sherbakoff Group, LLC
N/A—5,551-5,551-100%$287.8K———
Sfmg, LLC
N/A—5,219-5,219-100%$270.6K———
Fiduciary Trust Co
N/A—5,135-5,135-100%$266.3K———
Pine Valley Investments Ltd Liability Co
N/A—5,117-5,117-100%$265.3K———
Group One Trading LLC
N/A—5,092-5,092-100%$264.0K———
Intellectus Partners, LLC
N/A—5,066-5,066-100%$262.7K———
Kickstand Ventures, Llc.
N/A—4,989-4,989-100%$258.7K———
Vident Advisory, LLC
N/A—4,968-4,968-100%$257.6K———
Mosaic Financial Group, LLC
N/A—4,735-4,735-100%$246.0K———
O'shaughnessy Asset Management, LLC
N/A—4,562-4,562-100%$236.5K———
Icon Wealth Advisors, LLC
N/A—4,374-4,374-100%$226.8K———
Wealth Management Associates, Inc.
N/A—4,320-4,320-100%$224.0K———
Berger Financial Group, Inc
N/A—4,273-4,273-100%$221.6K———
Proactive Wealth Strategies LLC
N/A—4,168-4,168-100%$216.1K———
NorthRock Partners, LLC
N/A—4,118-4,118-100%$213.5K———
Alteri Wealth LLC
N/A—4,101-4,101-100%$212.6K———
Waterloo Capital, L.P.
N/A—4,085-4,085-100%$211.8K———
Everpar Advisors LLC
N/A—4,036-4,036-100%$209.3K———
1ST Source Bank
N/A—3,981-3,981-100%$206.4K———
Whittier Trust Co
N/A—3,281-3,281-100%$170.4K———
Allied Private Wealth LLC
N/A—2,863-2,863-100%$152.6K———
Aptus Capital Advisors, LLC
N/A—2,850-2,850-100%$147.8K———
Bessemer Group Inc
N/A—2,627-2,627-100%$136.0K———
Keating Financial Advisory Services, Inc.
N/A—2,614-2,614-100%$135.5K———
Highland Investment Advisors LLC
N/A—2,467-2,467-100%$127.9K———
Nova Wealth Management, Inc.
N/A—2,398-2,398-100%$124.3K———
Harbour Investments, Inc.
N/A—2,362-2,362-100%$122.5K———
HHM Wealth Advisors, LLC
N/A—2,329-2,329-100%$120.8K———
Oakmont Advisory Group, LLC
N/A—2,274-2,274-100%$117.9K———
Atlantic Union Bankshares Corp
N/A—2,210-2,210-100%$114.6K———
IFG Advisory, LLC
N/A—2,183-2,183-100%$113.2K———
Bogart Wealth, LLC
N/A—2,100-2,100-100%$108.9K———
Colonial Trust Advisors
N/A—2,046-2,046-100%$106.1K———
Brown Brothers Harriman & Co
N/A—2,034-2,034-100%$105.5K———
Greykasell Wealth Strategies, Inc.
N/A—1,813-1,813-100%$94.0K———
Ancora Advisors LLCA
N/A—1,805-1,805-100%$93.6K———
Geneos Wealth Management Inc.
N/A—1,795-1,795-100%$93.1K———
Private Wealth Asset Management, LLC
N/A—1,620-1,620-100%$84.0K———
Brookfield Corp
N/A—1,485-1,485-100%$77.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,203-1,203-100%$62.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,200-1,200-100%$62.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,188-1,188-100%$61.6K———
Whittier Trust Co of Nevada Inc
N/A—1,125-1,125-100%$59.5K———
Capital Analysts, LLC
N/A—1,042-1,042-100%$51.0K———
Crews Bank & Trust
N/A—900-900-100%$46.7K———
Colonial Trust Co / SC
N/A—791-791-100%$41.0K———
Hollencrest Capital Management
N/A—683-683-100%$35.4K———
Prosperity Bancshares Inc
N/A—535-535-100%$27.7K———
N.E.W. Advisory Services LLC
N/A—531-531-100%$27.5K———
Park Square Financial Group, LLC
N/A—497-497-100%$25.8K———
UBS Asset Management Americas LLC
N/A—442-442-100%$22.9K———
Mark Sheptoff Financial Planning, LLC
N/A—425-425-100%$22.0K———
Fiduciary Financial Advisors
N/A—419-419-100%$21.6K———
Raffa Wealth Management, LLC
N/A—393-393-100%$20.4K———
Copia Wealth Management
N/A—360-360-100%$18.7K———
Caldwell Sutter Capital, Inc.
N/A—357-357-100%$18.5K———
Wiser Advisor Group LLC
N/A—305-305-100%$15.8K———
Glen Eagle Advisors, LLC
N/A—263-263-100%$13.7K———
VSM Wealth Advisory, LLC
N/A—247-247-100%$12.8K———
Steigerwald, Gordon & Koch Inc.
N/A—238-238-100%$12.3K———
SHP Wealth Management
N/A—179-179-100%$9.3K———
Cheviot Value Management, LLC
N/A—172-172-100%$8.9K———
Truvestments Capital LLC
N/A—171-171-100%$8.9K———
Financial Gravity Companies, Inc.
N/A—168-168-100%$8.7K———
Vaughan Nelson Investment Management, L.P.
N/A—139-139-100%$7.2K———
Vision Retirement, LLC
N/A—135-135-100%$7.0K———
CVA Family Office, LLC
N/A—80-80-100%$4.1K———
Corsicana & Co.
N/A—71-71-100%$3.7K———
MidFirst Bank
N/A—65-65-100%$3.4K———
Mcguire Capital Advisors Inc
N/A—59-59-100%$3.1K———
Delta Asset Management LLC
N/A—50-50-100%$2.6K———
Basepoint Wealth LLC
N/A—24-24-100%$1.2K———
Showing 854 of 854 institutions