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ARK Innovation ETF (ARKK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares4,120,662 from 2,113,863
Change+2,006,799 (+95%)
Value$367.2M (+$196.3M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares2,031,230 from 2,087,363
Change-56,133 (-3%)
Value$181.0M (+$12.3M)
Filed 2026-11-06
Imc-Chicago, LLC
NEW
Shares399,123
Change+399,123
Value$35.6M
Filed 2026-11-05
AXS Investments LLC
NEW
Shares379,057
Change+379,057
Value$33.8M
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares288,658 from 304,988
Change-16,330 (-5%)
Value$25.7M (+$1.1M)
Filed 2026-11-02
Venture Visionary Partners LLC
DECREASED
Shares260,831 from 262,269
Change-1,438 (-1%)
Value$23.2M (+$2.0M)
Filed 2026-10-07
Mission Wealth Management, LP
DECREASED
Shares229,620 from 250,838
Change-21,218 (-8%)
Value$20.5M (+$186.4K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares201,734 from 220,422
Change-18,688 (-8%)
Value$18.0M (+$159.0K)
Filed 2026-11-02
Gerber, LLC
UNCHANGED
Shares169,246 from 169,246
Change0 (0%)
Value$15.1M (+$1.4M)
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares141,252 from 143,803
Change-2,551 (-2%)
Value$12.6M (+$963.4K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares105,984 from 109,901
Change-3,917 (-4%)
Value$9.4M (+$561.0K)
Filed 2026-10-22
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares103,208 from 103,922
Change-714 (-1%)
Value$9.2M (+$796.8K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares95,538 from 95,605
Change-67 (0%)
Value$8.5M (+$785.6K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares90,681 from 91,239
Change-558 (-1%)
Value$8.1M (+$705.7K)
Filed 2026-11-02
Luken Investment Analytics, LLC
INCREASED
Shares90,264 from 89,592
Change+672 (+1%)
Value$8.0M (+$801.7K)
Filed 2026-11-06
SkyOak Wealth, LLC
DECREASED
Shares88,136 from 89,400
Change-1,264 (-1%)
Value$7.9M (+$627.6K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares85,426 from 39,843
Change+45,583 (+114%)
Value$7.5M (+$4.3M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares74,319 from 72,024
Change+2,295 (+3%)
Value$6.6M (+$800.8K)
Filed 2026-10-30
NBZ Investment Advisors LLC
DECREASED
Shares69,074 from 71,696
Change-2,622 (-4%)
Value$6.2M (+$360.0K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED
Shares64,669 from 64,746
Change-77 (0%)
Value$5.8M (+$529.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares59,227 from 60,859
Change-1,632 (-3%)
Value$5.3M (+$358.5K)
Filed 2026-11-06
Variant Private Wealth, LLC
INCREASED
Shares51,615 from 50,319
Change+1,296 (+3%)
Value$4.6M (+$532.1K)
Filed 2026-10-21
Madison Park Capital Advisors, LLC
INCREASED
Shares45,497 from 43,544
Change+1,953 (+4%)
Value$4.1M (+$534.6K)
Filed 2026-10-28
Missouri Trust & Investment Co
DECREASED
Shares44,405 from 45,585
Change-1,180 (-3%)
Value$4.0M (+$709.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares41,495 from 37,787
Change+3,708 (+10%)
Value$3.7M (+$643.3K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
DECREASED
Shares40,914 from 60,346
Change-19,432 (-32%)
Value$3.6M (-$1.2M)
Filed 2026-10-21
Rose Capital Advisors LLC
DECREASED
Shares38,875 from 39,945
Change-1,070 (-3%)
Value$3.5M (+$235.4K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares38,615 from 42,030
Change-3,415 (-8%)
Value$3.4M (+$43.7K)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares38,562 from 3,788
Change+34,774 (+918%)
Value$3.4M (+$3.1M)
Filed 2026-11-03
Creative Planning
DECREASED
Shares35,710 from 36,930
Change-1,220 (-3%)
Value$3.2M (+$197.1K)
Filed 2026-11-02
Candriam S.C.A.
DECREASED
Shares35,520 from 81,515
Change-45,995 (-56%)
Value$3.2M (-$45.9M)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares32,905 from 35,112
Change-2,207 (-6%)
Value$2.9M (+$94.1K)
Filed 2026-11-06
GoalVest Advisory LLC
INCREASED
Shares32,789 from 151
Change+32,638 (+21615%)
Value$46.1K (+$33.9K)
Filed 2026-10-02
Purus Wealth Management, LLC
DECREASED
Shares30,923 from 30,938
Change-15 (0%)
Value$2.8M (+$254.8K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares30,846 from 22,542
Change+8,304 (+37%)
Value$2.7M (+$926.6K)
Filed 2026-10-16
Post Resch Tallon Group Inc.
INCREASED
Shares30,717 from 30,333
Change+384 (+1%)
Value$2.7M (+$285.4K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,512 from 28,451
Change+1,061 (+4%)
Value$2.6M (+$330.1K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
DECREASED
Shares28,396 from 29,648
Change-1,252 (-4%)
Value$2.5M (+$133.9K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares28,169 from 28,932
Change-763 (-3%)
Value$2.5M (+$171.6K)
Filed 2026-10-27
M Holdings Securities, Inc.
DECREASED
Shares26,028 from 26,227
Change-199 (-1%)
Value$2.2K (+$116)
Filed 2026-11-03
Legacy Private Trust Co.
UNCHANGED
Shares26,009 from 26,009
Change0 (0%)
Value$2.3M (+$215.4K)
Filed 2026-10-06
J.W. Cole Advisors, Inc.
DECREASED
Shares25,811 from 26,975
Change-1,164 (-4%)
Value$2.3M (+$119.6K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares25,740 from 28,279
Change-2,539 (-9%)
Value$2.3M (-$23.1K)
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares24,791 from 23,384
Change+1,407 (+6%)
Value$2.2M (+$319.0K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares24,574 from 23,422
Change+1,152 (+5%)
Value$2.2M (+$296.6K)
Filed 2026-11-04
Money Concepts Capital Corp
DECREASED
Shares24,393 from 24,504
Change-111 (0%)
Value$2.2M (+$193.0K)
Filed 2026-11-06
Valen Private Capital, LLC
NEW
Shares24,345
Change+24,345
Value$2.2M
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares23,090 from 23,058
Change+32 (+0%)
Value$2.1M (+$193.8K)
Filed 2026-10-13
Kraematon Investment Advisors, Inc
DECREASED
Shares21,296 from 21,392
Change-96 (0%)
Value$1.9M (+$168.6K)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
DECREASED
Shares21,228 from 24,393
Change-3,165 (-13%)
Value$1.9M (-$80.0K)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED
Shares20,254 from 21,868
Change-1,614 (-7%)
Value$1.8M (+$37.2K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares20,171 from 20,645
Change-474 (-2%)
Value$1.8M (+$128.7K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares19,740 from 16,257
Change+3,483 (+21%)
Value$1.8M (+$444.9K)
Filed 2026-10-13
NavPoint Financial, Inc.
DECREASED
Shares19,628 from 19,629
Change-1 (0%)
Value$1.7M (+$162.4K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares19,404 from 18,359
Change+1,045 (+6%)
Value$1.6M (+$84.5K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares19,092 from 22,169
Change-3,077 (-14%)
Value$1.7M (-$122.8K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$1.7M (+$157.3K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares18,000 from 21,725
Change-3,725 (-17%)
Value$1.6M (-$152.0K)
Filed 2026-10-16
Sloy Dahl & Holst, LLC
DECREASED
Shares17,889 from 18,124
Change-235 (-1%)
Value$1.6M (+$129.1K)
Filed 2026-10-14
Moors & Cabot, Inc.
DECREASED
Shares17,677 from 22,089
Change-4,412 (-20%)
Value$1.6M (-$210.2K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares16,635 from 17,577
Change-942 (-5%)
Value$1.5M (+$61.6K)
Filed 2026-10-22
Integral Investment Advisors, Inc.
DECREASED
Shares16,382 from 21,862
Change-5,480 (-25%)
Value$1.5M (-$307.3K)
Filed 2026-11-03
Advisor OS, LLC
DECREASED
Shares16,230 from 18,921
Change-2,691 (-14%)
Value$1.4M (-$83.1K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares15,500 from 15,500
Change0 (0%)
Value$1.4M (+$128.3K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
UNCHANGED
Shares15,136 from 15,136
Change0 (0%)
Value$1.3M (+$260.5K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares14,447 from 15,085
Change-638 (-4%)
Value$1.3M (+$68.1K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
INCREASED
Shares14,369 from 13,729
Change+640 (+5%)
Value$1.3M (+$170.7K)
Filed 2026-11-02
Worthington Financial Partners, LLC
INCREASED
Shares14,065 from 13,924
Change+141 (+1%)
Value$1.3M (+$127.9K)
Filed 2026-10-13
Grant Private Wealth Management Inc
DECREASED
Shares13,757 from 20,318
Change-6,561 (-32%)
Value$1.2M (-$416.4K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
DECREASED
Shares13,177 from 13,212
Change-35 (0%)
Value$1.2M (+$106.3K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares13,113 from 10,164
Change+2,949 (+29%)
Value$1.2M (+$346.9K)
Filed 2026-11-04
International Assets Investment Management, LLC
DECREASED
Shares13,070 from 14,151
Change-1,081 (-8%)
Value$1.2M (-$519)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares12,842 from 12,989
Change-147 (-1%)
Value$1.1M (+$94.5K)
Filed 2026-10-29
HBK Sorce Advisory LLC
DECREASED
Shares12,183 from 14,324
Change-2,141 (-15%)
Value$891.2K (-$200.0K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares11,656 from 11,313
Change+343 (+3%)
Value$1.0M (+$124.2K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
INCREASED
Shares11,428 from 11,408
Change+20 (+0%)
Value$1.0M (+$96.2K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares11,304 from 11,223
Change+81 (+1%)
Value$1.0M (+$100.1K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares11,232 from 13,120
Change-1,888 (-14%)
Value$1.0M (-$59.6K)
Filed 2026-10-21
Summit Investment Advisory Services, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$997.9K (+$92.7K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares11,192 from 11,281
Change-89 (-1%)
Value$997.2K (+$85.5K)
Filed 2026-11-04
Retirement Guys Formula LLC
DECREASED
Shares11,120 from 11,389
Change-269 (-2%)
Value$990.8K (+$70.3K)
Filed 2026-10-26
Straight Path Wealth Management
INCREASED
Shares10,932 from 10,186
Change+746 (+7%)
Value$974.0K (+$150.8K)
Filed 2026-10-23
Relyea Zuckerberg Hanson LLC
DECREASED
Shares10,856 from 10,956
Change-100 (-1%)
Value$967.3K (+$81.8K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
UNCHANGED
Shares10,438 from 10,438
Change0 (0%)
Value$930.0K (+$86.4K)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares10,059 from 11,944
Change-1,885 (-16%)
Value$896.2K (-$69.1K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares9,679 from 9,625
Change+54 (+1%)
Value$862.4K (+$84.5K)
Filed 2026-10-26
Three Magnolias Financial Advisors, LLC
DECREASED
Shares9,168 from 10,261
Change-1,093 (-11%)
Value$816.9K (-$12.4K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares9,069 from 10,240
Change-1,171 (-11%)
Value$808.1K (-$19.5K)
Filed 2026-10-16
Indivisible Partners
DECREASED
Shares9,007 from 9,309
Change-302 (-3%)
Value$802.5K (+$50.2K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares8,940 from 9,110
Change-170 (-2%)
Value$796.5K (+$60.2K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares8,894 from 9,021
Change-127 (-1%)
Value$792.4K (+$63.3K)
Filed 2026-10-23
Ballew Advisors, Inc
UNCHANGED
Shares8,654 from 8,654
Change0 (0%)
Value$777.4K (+$74.2K)
Filed 2026-10-05
St. Louis Trust Co
NEW
Shares8,615
Change+8,615
Value$767.6K
Filed 2026-11-03
Guyasuta Investment Advisors Inc
UNCHANGED
Shares8,610 from 8,610
Change0 (0%)
Value$767.2K (+$71.3K)
Filed 2026-10-15
True Private Wealth Advisors
DECREASED
Shares8,308 from 9,308
Change-1,000 (-11%)
Value$740.2K (-$12.0K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED
Shares8,212 from 10,547
Change-2,335 (-22%)
Value$731.7K (-$118.7K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares8,094 from 8,245
Change-151 (-2%)
Value$721.1K (+$54.8K)
Filed 2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED
Shares7,992 from 7,349
Change+643 (+9%)
Value$712.1K (+$118.1K)
Filed 2026-10-16
WealthCare Investment Partners, LLC
INCREASED
Shares7,724 from 7,385
Change+339 (+5%)
Value$688.2K (+$91.3K)
Filed 2026-11-05
Horizon Wealth Management, LLC
UNCHANGED
Shares7,607 from 7,607
Change0 (0%)
Value$677.7K (+$63.0K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares7,576 from 6,826
Change+750 (+11%)
Value$666.9K (+$96.1K)
Filed 2026-10-13
Rinkey Investments
UNCHANGED
Shares7,383 from 7,383
Change0 (0%)
Value$657.8K (+$61.1K)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares7,350 from 15,263
Change-7,913 (-52%)
Value$654.9K (-$578.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares7,346 from 7,588
Change-242 (-3%)
Value$654.5K (+$41.3K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares7,201 from 4,391
Change+2,810 (+64%)
Value$640.0K (+$285.0K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares7,146 from 7,295
Change-149 (-2%)
Value$637.0K (+$47.0K)
Filed 2026-10-26
MCF Advisors LLC
DECREASED
Shares7,057 from 7,213
Change-156 (-2%)
Value$628.8K (+$45.8K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares6,917 from 6,820
Change+97 (+1%)
Value$616.3K (+$65.1K)
Filed 2026-11-04
StoneX Group Inc.
DECREASED
Shares6,859 from 10,000
Change-3,141 (-31%)
Value$611.1K (-$198.2K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares6,804 from 6,769
Change+35 (+1%)
Value$606.2K (+$59.1K)
Filed 2026-10-29
Richardson Capital Management LLC
INCREASED
Shares6,716 from 6,007
Change+709 (+12%)
Value$598.4K (+$112.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares6,698 from 6,861
Change-163 (-2%)
Value$596.8K (+$42.3K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares6,694 from 6,729
Change-35 (-1%)
Value$596.5K (+$52.6K)
Filed 2026-11-05
Trust Co
DECREASED
Shares6,623 from 6,741
Change-118 (-2%)
Value$590.1K (+$45.3K)
Filed 2026-10-09
Signaturefd, LLC
UNCHANGED
Shares6,584 from 6,584
Change0 (0%)
Value$586.7K (+$54.5K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares6,501 from 6,481
Change+20 (+0%)
Value$579.2K (+$55.4K)
Filed 2026-10-23
Fortem Financial Group, LLC
DECREASED
Shares6,257 from 8,208
Change-1,951 (-24%)
Value$557.5K (-$105.9K)
Filed 2026-10-20
Principle Wealth Partners LLC
UNCHANGED
Shares6,148 from 6,148
Change0 (0%)
Value$547.8K (+$50.9K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares6,118 from 6,229
Change-111 (-2%)
Value$545.1K (+$41.7K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares6,064 from 6,294
Change-230 (-4%)
Value$540.3K (+$31.6K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares5,967 from 5,915
Change+52 (+1%)
Value$531.7K (+$53.6K)
Filed 2026-10-16
Rossmore Private Capital
DECREASED
Shares5,920 from 6,020
Change-100 (-2%)
Value$527.5K (+$40.9K)
Filed 2026-10-27
Acorn Financial Advisory Services Inc
INCREASED
Shares5,821 from 5,731
Change+90 (+2%)
Value$518.7K (+$55.5K)
Filed 2026-11-02
Sovran Advisors, LLC
DECREASED
Shares5,735 from 6,813
Change-1,078 (-16%)
Value$493.0K (+$12.2K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares5,663 from 5,910
Change-247 (-4%)
Value$504.6K (+$27.0K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,649 from 4,555
Change+1,094 (+24%)
Value$503.3K (+$135.2K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares5,643 from 5,456
Change+187 (+3%)
Value$502.8K (+$61.8K)
Filed 2026-10-08
Sowell Financial Services LLC
DECREASED
Shares5,558 from 5,702
Change-144 (-3%)
Value$495.2K (+$34.4K)
Filed 2026-10-23
CPA Asset Management Group, LLC
DECREASED
Shares5,486 from 5,986
Change-500 (-8%)
Value$488.8K (+$5.0K)
Filed 2026-10-26
Total Investment Management Inc
DECREASED
Shares5,453 from 6,333
Change-880 (-14%)
Value$485.9K (+$34.7K)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares5,282 from 11,454
Change-6,172 (-54%)
Value$470.6K (-$455.1K)
Filed 2026-10-16
Milestone Asset Management, LLC
DECREASED
Shares5,203 from 5,737
Change-534 (-9%)
Value$463.6K (-$77)
Filed 2026-10-15
Triumph Capital Management
DECREASED
Shares5,104 from 5,143
Change-39 (-1%)
Value$454.8K (+$39.1K)
Filed 2026-10-14
Carlson Financial, Inc.
DECREASED
Shares5,033 from 5,055
Change-22 (0%)
Value$448.4K (+$39.7K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares5,004 from 4,988
Change+16 (+0%)
Value$422.7K (+$19.6K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares4,955 from 5,065
Change-110 (-2%)
Value$441.5K (+$32.1K)
Filed 2026-11-03
Global Assets Advisory, LLC
DECREASED
Shares4,834 from 5,084
Change-250 (-5%)
Value$445.3K (+$26.2K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
DECREASED
Shares4,794 from 4,920
Change-126 (-3%)
Value$427.1K (+$29.5K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares4,745 from 5,580
Change-835 (-15%)
Value$422.8K (-$28.3K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares4,726 from 4,746
Change-20 (0%)
Value$421.1K (+$37.5K)
Filed 2026-10-27
Integrity Alliance, Llc.
DECREASED
Shares4,685 from 4,958
Change-273 (-6%)
Value$417.4K (+$16.7K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares4,679 from 4,118
Change+561 (+14%)
Value$417.0K (+$84.0K)
Filed 2026-10-22
Archford Capital Strategies, LLC
DECREASED
Shares4,607 from 4,766
Change-159 (-3%)
Value$410.5K (+$25.3K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares4,599 from 6,782
Change-2,183 (-32%)
Value$409.7K (-$138.4K)
Filed 2026-10-28
Arlington Capital Management Inc
NEW
Shares4,545
Change+4,545
Value$404.9K
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares4,321 from 4,218
Change+103 (+2%)
Value$385.0K (+$44.1K)
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares4,320 from 4,376
Change-56 (-1%)
Value$384.9K (+$31.2K)
Filed 2026-11-03
Seven Mile Advisory
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$384.6K (+$35.7K)
Filed 2026-10-22
IPG Investment Advisors LLC
DECREASED
Shares4,286 from 5,036
Change-750 (-15%)
Value$381.9K (-$25.1K)
Filed 2026-10-30
Milestone Asset Management Group, LLC
DECREASED
Shares4,279 from 4,351
Change-72 (-2%)
Value$381.3K (+$29.6K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,220 from 3,297
Change+923 (+28%)
Value$376.0K (+$109.5K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares4,209 from 4,209
Change0 (0%)
Value$375.0K (+$34.9K)
Filed 2026-10-13
Strategic Wealth Investment Group, LLC
INCREASED
Shares4,180 from 3,995
Change+185 (+5%)
Value$372.4K (+$49.6K)
Filed 2026-10-29
Krilogy Financial LLC
UNCHANGED
Shares4,128 from 4,128
Change0 (0%)
Value$363.4K (+$29.7K)
Filed 2026-10-13
AlphaStar Capital Management, LLC
DECREASED
Shares4,120 from 4,565
Change-445 (-10%)
Value$367.1K (-$1.8K)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares4,093 from 3,146
Change+947 (+30%)
Value$364.7K (+$111.8K)
Filed 2026-11-06
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares4,081 from 4,081
Change0 (0%)
Value$363.6K (+$33.8K)
Filed 2026-10-14
Clearstead Trust, LLC
DECREASED
Shares4,063 from 7,023
Change-2,960 (-42%)
Value$362.0K (-$205.6K)
Filed 2026-11-06
Optivise Advisory Services LLC
DECREASED
Shares4,048 from 4,081
Change-33 (-1%)
Value$360.7K (+$30.9K)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares4,018 from 3,996
Change+22 (+1%)
Value$358.0K (+$35.0K)
Filed 2026-10-16
Stablepoint Partners, LLC
DECREASED
Shares4,007 from 6,072
Change-2,065 (-34%)
Value$357.0K (-$133.7K)
Filed 2026-11-03
Kuhn & Co Investment Counsel
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$356.4K (+$33.1K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares3,982 from 3,920
Change+62 (+2%)
Value$354.8K (+$38.0K)
Filed 2026-10-30
Visionary Wealth Advisors
INCREASED
Shares3,949 from 3,854
Change+95 (+2%)
Value$351.8K (+$40.4K)
Filed 2026-11-04
Oxler Private Wealth LLC
DECREASED
Shares3,925 from 3,954
Change-29 (-1%)
Value$349.7K (+$30.1K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares3,912 from 3,865
Change+47 (+1%)
Value$348.6K (+$36.2K)
Filed 2026-10-15
Thayer Partners, LLC / MA
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$347.5K (+$32.3K)
Filed 2026-11-06
CX Institutional
UNCHANGED
Shares3,865 from 3,865
Change0 (0%)
Value$344 (-$311.7K)
Filed 2026-10-02
Worth Asset Management, LLC
NEW
Shares3,844
Change+3,844
Value$342.5K
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,818 from 4,011
Change-193 (-5%)
Value$340.2K (+$16.0K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares3,795 from 4,017
Change-222 (-6%)
Value$338.2K (+$13.5K)
Filed 2026-11-03
Fiduciary Family Office, LLC
UNCHANGED
Shares3,745 from 3,745
Change0 (0%)
Value$333.7K (+$31.0K)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares3,644 from 3,644
Change0 (0%)
Value$324.7K (+$30.2K)
Filed 2026-10-28
Interchange Capital Partners, LLC
DECREASED
Shares3,643 from 3,713
Change-70 (-2%)
Value$324.6K (+$24.5K)
Filed 2026-10-28
Doliver Advisors, LP
DECREASED
Shares3,634 from 3,820
Change-186 (-5%)
Value$323.8K (+$15.1K)
Filed 2026-10-01
Convergence Financial, LLC
DECREASED
Shares3,584 from 7,168
Change-3,584 (-50%)
Value$319.3K (-$260.0K)
Filed 2026-10-27
Colonial River Investments, LLC
DECREASED
Shares3,583 from 8,352
Change-4,769 (-57%)
Value$319.2K (-$355.8K)
Filed 2026-10-19
Covenant Asset Management, LLC
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$310.1K (+$28.8K)
Filed 2026-10-14
Navigation Group, LLC
DECREASED
Shares3,457 from 3,495
Change-38 (-1%)
Value$308.0K (+$25.6K)
Filed 2026-10-28
Insight Advisors, LLC/ PA
DECREASED
Shares3,452 from 3,555
Change-103 (-3%)
Value$307.6K (+$20.3K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
NEW
Shares3,427
Change+3,427
Value$305.3K
Filed 2026-10-26
Legacy Solutions, LLC
DECREASED
Shares3,414 from 3,552
Change-138 (-4%)
Value$304.2K (+$17.1K)
Filed 2026-10-07
Advisors Management Group Inc
DECREASED
Shares3,409 from 3,527
Change-118 (-3%)
Value$303.0K (+$18.0K)
Filed 2026-11-05
MMA Asset Management LLC
INCREASED
Shares3,387 from 3,148
Change+239 (+8%)
Value$301.7K (+$47.4K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares3,275 from 4,164
Change-889 (-21%)
Value$291.8K (-$44.7K)
Filed 2026-11-02
Atlatl Advisers LLC
DECREASED
Shares3,225 from 3,305
Change-80 (-2%)
Value$287.3K (+$20.2K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares3,200 from 9,617
Change-6,417 (-67%)
Value$285.1K (-$492.1K)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares3,188 from 2,997
Change+191 (+6%)
Value$284.1K (+$41.8K)
Filed 2026-10-08
Perryman Financial Advisory Inc
DECREASED
Shares3,179 from 3,261
Change-82 (-3%)
Value$283.2K (+$19.7K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares3,176 from 3,290
Change-114 (-3%)
Value$283.0K (+$17.1K)
Filed 2026-10-22
Compass Financial Group, Inc
INCREASED
Shares3,140 from 3,116
Change+24 (+1%)
Value$279.7K (+$27.9K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
DECREASED
Shares3,108 from 3,491
Change-383 (-11%)
Value$276.9K (-$5.2K)
Filed 2026-11-05
EagleClaw Capital Managment, LLC
DECREASED
Shares3,102 from 3,352
Change-250 (-7%)
Value$276.4K (+$5.5K)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares3,096
Change+3,096
Value$275.8K
Filed 2026-10-28
Legacy Wealth Partners, LLC
DECREASED
Shares3,094 from 3,344
Change-250 (-7%)
Value$275.7K (+$5.4K)
Filed 2026-10-15
Moody National Bank Trust Division
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$267.3K (+$24.8K)
Filed 2026-10-06
Clientfirst Wealth Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$267.3K (+$24.8K)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$264.2K (+$24.6K)
Filed 2026-11-02
Family Office Research LLC
DECREASED
Shares2,920 from 2,946
Change-26 (-1%)
Value$260.3K (+$22.2K)
Filed 2026-10-14
Regatta Capital Group, LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$256.2K (+$23.8K)
Filed 2026-10-23
Collar Capital Management, LLC
UNCHANGED
Shares2,809 from 2,809
Change0 (0%)
Value$250.3K (+$23.3K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
DECREASED
Shares2,755 from 3,197
Change-442 (-14%)
Value$245.0K (-$13.0K)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares2,754 from 2,491
Change+263 (+11%)
Value$245.4K (+$44.1K)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares2,743 from 3,408
Change-665 (-20%)
Value$244.4K (-$31.0K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares2,736 from 2,749
Change-13 (0%)
Value$243.8K (+$21.5K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares2,728 from 3,967
Change-1,239 (-31%)
Value$243.1K (-$77.5K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares2,703 from 3,264
Change-561 (-17%)
Value$240.9K (-$22.9K)
Filed 2026-10-08
Summit Place Financial Advisors, LLC
DECREASED
Shares2,703 from 2,773
Change-70 (-3%)
Value$240.8K (+$16.7K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
INCREASED
Shares2,692 from 2,646
Change+46 (+2%)
Value$239.9K (+$26.0K)
Filed 2026-10-29
Lauer Wealth, LLC
DECREASED
Shares2,657 from 2,857
Change-200 (-7%)
Value$232.8K (+$5.6K)
Filed 2026-10-13
South Shore Capital Advisors
UNCHANGED
Shares2,649 from 2,649
Change0 (0%)
Value$236.0K (+$21.9K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares2,630 from 3,775
Change-1,145 (-30%)
Value$234.3K (-$70.8K)
Filed 2026-10-27
Quad-Cities Investment Group, LLC
NEW
Shares2,607
Change+2,607
Value$232.3K
Filed 2026-10-16
Viewpoint Capital Management LLC
DECREASED
Shares2,581 from 2,582
Change-1 (0%)
Value$230.0K (+$21.3K)
Filed 2026-10-27
Seven Hills Financial, LLC
NEW
Shares2,580
Change+2,580
Value$229.9K
Filed 2026-10-13
Flagship Harbor Advisors, LLC
NEW
Shares2,535
Change+2,535
Value$225.9K
Filed 2026-10-26
Bright Financial Advisors, Inc.
UNCHANGED
Shares2,523 from 2,523
Change0 (0%)
Value$224.8K (+$20.9K)
Filed 2026-10-23
Certior Financial Group, LLC
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$222.4K (+$20.7K)
Filed 2026-10-19
TCP Asset Management, LLC
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$224.2K (+$22.5K)
Filed 2026-10-14
Winthrop Advisory Group LLC
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$222.0K (+$20.6K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares2,487 from 2,607
Change-120 (-5%)
Value$221.6K (+$10.9K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares2,471 from 3,161
Change-690 (-22%)
Value$220.2K (-$22.7K)
Filed 2026-10-30
NWF Advisory Services Inc.
DECREASED
Shares2,448 from 2,483
Change-35 (-1%)
Value$218.1K (+$17.4K)
Filed 2026-10-19
Financial Management Professionals, Inc.
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$216.0K (+$20.1K)
Filed 2026-10-23
OxenFree Capital LLC
NEW
Shares2,423
Change+2,423
Value$219.3K
Filed 2026-10-07
Diligent Investors, LLC
NEW
Shares2,415
Change+2,415
Value$215.2K
Filed 2026-10-21
Coquina Private Wealth LLC
NEW
Shares2,376
Change+2,376
Value$211.7K
Filed 2026-10-27
Carrera Capital Advisors
NEW
Shares2,375
Change+2,375
Value$211.6K
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares2,368 from 2,792
Change-424 (-15%)
Value$211.0K (-$14.7K)
Filed 2026-11-06
Segment Wealth Management, LLC
NEW
Shares2,345
Change+2,345
Value$208.9K
Filed 2026-10-26
Mokosak Advisory Group, LLC
NEW
Shares2,343
Change+2,343
Value$208.8K
Filed 2026-10-20
Equitable Trust Co
NEW
Shares2,343
Change+2,343
Value$208.8K
Filed 2026-10-13
Greenfield Savings Bank
NEW
Shares2,330
Change+2,330
Value$207.6K
Filed 2026-10-07
SFG Wealth Management, Llc.
DECREASED
Shares2,316 from 2,573
Change-257 (-10%)
Value$206.3K (-$1.6K)
Filed 2026-10-23
Traynor Capital Management, Inc.
NEW
Shares2,310
Change+2,310
Value$205.9K
Filed 2026-10-29
Total Wealth Planning & Management, Inc.
NEW
Shares2,310
Change+2,310
Value$205.8K
Filed 2026-10-23
Retirement Planning Group, LLC
NEW
Shares2,294
Change+2,294
Value$204.4K
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
DECREASED
Shares2,287 from 2,877
Change-590 (-21%)
Value$203.8K (-$28.7K)
Filed 2026-11-03
Midwest Trust Co
NEW
Shares2,285
Change+2,285
Value$203.6K
Filed 2026-10-22
Iron Financial LLC
NEW
Shares2,266
Change+2,266
Value$201.9K
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares2,262 from 1,672
Change+590 (+35%)
Value$201.5K (+$66.4K)
Filed 2026-11-04
Facet Wealth, Inc.
NEW
Shares2,261
Change+2,261
Value$201.5K
Filed 2026-11-04
Inscription Capital, LLC
NEW
Shares2,260
Change+2,260
Value$201.4K
Filed 2026-11-02
Whipplewood Advisors, LLC
DECREASED
Shares2,201 from 5,726
Change-3,525 (-62%)
Value$196.1K (-$266.7K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$190.7K (+$17.7K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares2,114 from 173
Change+1,941 (+1122%)
Value$188.4K (+$174.4K)
Filed 2026-10-30
WPG Advisers, LLC
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$175.3K (+$16.3K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,854 from 1,854
Change0 (0%)
Value$165.2K (+$15.4K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares1,781
Change+1,781
Value$158.7K
Filed 2026-10-27
Mainstream Capital Management LLC
NEW
Shares1,750
Change+1,750
Value$155.9K
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares1,581 from 1,178
Change+403 (+34%)
Value$140.9K (+$45.7K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$124.3K (+$11.6K)
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$122.5K (+$11.4K)
Filed 2026-10-27
Barrett & Company, Inc.
INCREASED
Shares1,301 from 1,282
Change+19 (+1%)
Value$115.9K (+$12.4K)
Filed 2026-10-22
Spire Wealth Management
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$110.9K (+$10.3K)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares1,159
Change+1,159
Value$103.3K
Filed 2026-10-26
Financial Perspectives, Inc
DECREASED
Shares1,158 from 1,252
Change-94 (-8%)
Value$103.1K (+$2.0K)
Filed 2026-11-03
Hartford Financial Management Inc.
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$95.1K (+$8.8K)
Filed 2026-10-21
Montag A & Associates Inc
INCREASED
Shares1,031 from 981
Change+50 (+5%)
Value$91.9K (+$12.6K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares947 from 1,041
Change-94 (-9%)
Value$84.4K (+$244)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares937 from 1,087
Change-150 (-14%)
Value$83.5K (-$4.4K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares931
Change+931
Value$83.0K
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares914
Change+914
Value$81.4K
Filed 2026-10-19
Fortitude Family Office, LLC
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$80.5K (+$7.5K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares893 from 1,307
Change-414 (-32%)
Value$79.6K (-$26.1K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares887 from 733
Change+154 (+21%)
Value$79.1K (+$19.8K)
Filed 2026-10-14
Winthrop Capital Management, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$76.8K (+$6.8K)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares845 from 1,056
Change-211 (-20%)
Value$75.3K (-$10.1K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares825 from 793
Change+32 (+4%)
Value$73.5K (+$9.4K)
Filed 2026-10-21
Global Trust Asset Management, LLC
NEW
Shares800
Change+800
Value$71.3K
Filed 2026-10-19
Westside Investment Management, Inc.
INCREASED
Shares654 from 558
Change+96 (+17%)
Value$58.3K (+$13.2K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares649 from 616
Change+33 (+5%)
Value$57.8K (+$8.0K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
DECREASED
Shares640 from 690
Change-50 (-7%)
Value$57.0K (+$1.3K)
Filed 2026-10-16
IAG Wealth Partners, LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$55.9K (+$5.2K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$54.7K (+$5.1K)
Filed 2026-11-03
Natixis
NEW
Shares546
Change+546
Value$48.6K
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares535 from 474
Change+61 (+13%)
Value$47.7K (+$9.4K)
Filed 2026-10-13
Bullock Wealth Management Group
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$45.8K (+$3.5K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$45.7K (+$4.3K)
Filed 2026-10-23
SJS Investment Consulting Inc.
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$43.5K (+$4.0K)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$39.4K (-$34)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$40.1K (+$3.7K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares421 from 405
Change+16 (+4%)
Value$37.5K (+$4.8K)
Filed 2026-11-04
Winch Advisory Services, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$37.4K (+$3.5K)
Filed 2026-11-06
Compagnie Lombard Odier SCmA
NEW
Shares400
Change+400
Value$35.6K
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$35.6K (+$3.3K)
Filed 2026-11-04
Breakwater Investment Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$35.6K (+$3.3K)
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares380 from 5,671
Change-5,291 (-93%)
Value$33.9K (-$424.5K)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$33.8K (+$3.1K)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$32.5K (+$3.0K)
Filed 2026-10-21
NBH Bank
DECREASED
Shares336 from 559
Change-223 (-40%)
Value$29.9K (-$15.2K)
Filed 2026-11-05
Decker Retirement Planning Inc.
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$29.9K (+$2.8K)
Filed 2026-10-19
Addison Advisors LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$28.5K (+$2.6K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
DECREASED
Shares310 from 560
Change-250 (-45%)
Value$27.7K (-$17.6K)
Filed 2026-11-02
Trust Co of Vermont
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$26.3K (+$2.4K)
Filed 2026-10-21
Activest Wealth Management
DECREASED
Shares290 from 400
Change-110 (-27%)
Value$25.8K (-$6.5K)
Filed 2026-10-15
Byrne Asset Management LLC
DECREASED
Shares285 from 298
Change-13 (-4%)
Value$25.2K (+$1.2K)
Filed 2026-10-06
Jacobi Capital Management LLC
NEW
Shares283
Change+283
Value$25.2K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares280
Change+280
Value$24.9K
Filed 2026-10-13
LAM Group, Inc.
DECREASED
Shares275 from 305
Change-30 (-10%)
Value$24.5K (-$147)
Filed 2026-10-26
TrinityBridge Ltd
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$24 (+$2)
Filed 2026-10-30
Markowski Investments
DECREASED
Shares270 from 320
Change-50 (-16%)
Value$24.1K (-$1.8K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares250
Change+250
Value$22.3K
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$21.7K (+$2.0K)
Filed 2026-10-30
Jnba Financial Advisors
DECREASED
Shares239 from 268
Change-29 (-11%)
Value$21.3K (-$365)
Filed 2026-11-03
Transce3nd, LLC
NEW
Shares238
Change+238
Value$20.3K
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares220 from 270
Change-50 (-19%)
Value$19.6K (-$2.2K)
Filed 2026-10-15
Kings Path Partners LLC
INCREASED
Shares217 from 216
Change+1 (+0%)
Value$19.3K (+$1.9K)
Filed 2026-10-21
IFS Advisors, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$19.0K (+$1.8K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$18.4K (+$1.7K)
Filed 2026-11-02
McCarley & Cook Financial Planners
NEW
Shares203
Change+203
Value$18.1K
Filed 2026-10-21
Signature Equity Partners, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$16.5K (+$1.5K)
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$14.1K (+$1.3K)
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$13.9K (+$1.3K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$13.7K (+$1.3K)
Filed 2026-10-20
Independence Bank of Kentucky
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.4K (+$1.2K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares143
Change+143
Value$12.8K
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$11.9K (+$1.1K)
Filed 2026-11-03
Tsfg, LLC
DECREASED
Shares121 from 124
Change-3 (-2%)
Value$11 (-$10.0K)
Filed 2026-10-23
Trust Co of Toledo NA
NEW
Shares120
Change+120
Value$10.7K
Filed 2026-10-16
Birchwood Financial Partners, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$9.8K (+$908)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.9K (+$828)
Filed 2026-10-01
Pacific Center for Financial Services
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$8.1K (+$754)
Filed 2026-10-15
Private Wealth Management Group, LLC
NEW
Shares89
Change+89
Value$7.9K
Filed 2026-10-19
MTM Investment Management, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$7.8K (+$721)
Filed 2026-10-30
RMG Wealth Management LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.9K (+$13)
Filed 2026-10-26
Wolff Wiese Magana LLC
INCREASED
Shares79 from 54
Change+25 (+46%)
Value$7.0K (+$2.7K)
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$6.5K (+$604)
Filed 2026-11-02
John Boyer, Inc.
NEW
Shares69
Change+69
Value$6.1K
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.1K (+$563)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares64 from 70
Change-6 (-9%)
Value$5.7K (+$45)
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$5.7K (+$525)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.3K (+$489)
Filed 2026-10-23
Main Street Group, LTD
NEW
Shares50
Change+50
Value$4.5K
Filed 2026-10-28
Mechanics Financial Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.5K (+$414)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.5K (+$414)
Filed 2026-11-03
CrossGen Wealth, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.4K (+$406)
Filed 2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.0K (+$373)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares42 from 3
Change+39 (+1300%)
Value$3.7K (+$3.5K)
Filed 2026-11-05
Planning Strategies Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.2K (+$298)
Filed 2026-10-02
Birch Financial Group, LLC
NEW
Shares35
Change+35
Value$3.1K
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares28 from 103
Change-75 (-73%)
Value$2.5K (-$5.8K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED
Shares26 from 52
Change-26 (-50%)
Value$2.3K (-$1.9K)
Filed 2026-10-23
Aspect Partners, LLC
INCREASED
Shares25 from 11
Change+14 (+127%)
Value$2.2K (+$1.3K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (+$207)
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (+$207)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares20
Change+20
Value$1.8K
Filed 2026-10-09
Oakworth Capital, Inc.
DECREASED
Shares19 from 219
Change-200 (-91%)
Value$1.7K (-$16.2K)
Filed 2026-10-26
Versant Capital Management, Inc
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-10-02
Go Invest LLC
INCREASED
Shares14 from 12
Change+2 (+17%)
Value$1.2K (+$214)
Filed 2026-10-09
Country Trust Bank
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.2K (+$107)
Filed 2026-10-30
Essential Partners LLC
DECREASED
Shares12 from 15
Change-3 (-20%)
Value$1.1K (-$142)
Filed 2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (+$99)
Filed 2026-10-16
Pathway Financial Advisers, LLC
NEW
Shares10
Change+10
Value$891
Filed 2026-10-27
Evermay Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$899 (+$84)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$802 (+$75)
Filed 2026-10-13
Kelleher Financial Advisors
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$802 (+$74)
Filed 2026-10-30
Nvwm, LLC
DECREASED
Shares8 from 17
Change-9 (-53%)
Value$713 (-$661)
Filed 2026-10-14
Strengthening Families & Communities, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$624 (+$58)
Filed 2026-10-21
Miller Global Investments, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$624 (+$58)
Filed 2026-10-02
Valley National Advisers Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$357 (+$33)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$356 (+$33)
Filed 2026-10-27
Madden Securities Corp
NEW
Shares3
Change+3
Value$267
Filed 2026-10-27
Acumen Wealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$179 (+$17)
Filed 2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (+$9)
Filed 2026-11-03
Hoertkorn Richard Charles
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$89 (+$8)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares0
Change0
Value$4
Filed 2026-10-21
Arbor Capital Management Inc
CLOSED
Shares0 from 44,841
Change-44,841 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-21
Atlas Private Wealth Advisors
CLOSED
Shares0 from 20,485
Change-20,485 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-23
Prospera Financial Services Inc
CLOSED
Shares0 from 9,770
Change-9,770 (-100%)
Value$0 (-$790.7K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 4,203
Change-4,203 (-100%)
Value$0 (-$339.8K)
Filed 2026-10-26
Davenport & Co LLC
CLOSED
Shares0 from 3,604
Change-3,604 (-100%)
Value$0 (-$291.3K)
Filed 2026-10-14
Certuity, LLC
CLOSED
Shares0 from 3,008
Change-3,008 (-100%)
Value$0 (-$243.1K)
Filed 2026-11-02
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 2,865
Change-2,865 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-08
Moneco Advisors, LLC
CLOSED
Shares0 from 2,799
Change-2,799 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-05
Wealth Effects LLC
CLOSED
Shares0 from 2,673
Change-2,673 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-23
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-20
Barclays PLC
CLOSED
Shares0 from 797
Change-797 (-100%)
Value$0 (-$64.4K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$56.6K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$37.2K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$29.4K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 262
Change-262 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-28
Union Savings Bank
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-14
Adkins Seale Capital Management LLC
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-27
Islay Capital Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-20
Community Financial Services Group, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-15
Mosley Wealth Management
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-09
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$3)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-23
Obsidian CIO, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$162)
Filed 2026-10-06
Robinswood Financial LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-20
Morgan Stanley
N/A
Shares— from 6,287,216
Change-6,287,216 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,722,697
Change-4,722,697 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,445,622
Change-4,445,622 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,992,341
Change-3,992,341 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,270,999
Change-2,270,999 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,128,930
Change-2,128,930 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,849,057
Change-1,849,057 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,243,860
Change-1,243,860 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 835,430
Change-835,430 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 775,517
Change-775,517 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 534,312
Change-534,312 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 530,732
Change-530,732 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 377,222
Change-377,222 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 366,817
Change-366,817 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 345,283
Change-345,283 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 322,865
Change-322,865 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 270,378
Change-270,378 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 260,877
Change-260,877 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 225,231
Change-225,231 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 216,017
Change-216,017 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 204,666
Change-204,666 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 147,211
Change-147,211 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 144,913
Change-144,913 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 139,032
Change-139,032 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 129,772
Change-129,772 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 121,220
Change-121,220 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 116,664
Change-116,664 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 109,568
Change-109,568 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 104,424
Change-104,424 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 102,541
Change-102,541 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,919
Change-101,919 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 91,105
Change-91,105 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 80,144
Change-80,144 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 76,632
Change-76,632 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 76,011
Change-76,011 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 75,598
Change-75,598 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 72,722
Change-72,722 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 71,061
Change-71,061 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 69,288
Change-69,288 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 66,605
Change-66,605 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 65,643
Change-65,643 (-100%)
Value—
EFG International AG
N/A
Shares— from 64,394
Change-64,394 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 63,839
Change-63,839 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 62,077
Change-62,077 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 53,423
Change-53,423 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 51,993
Change-51,993 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 48,387
Change-48,387 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,931
Change-39,931 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 34,879
Change-34,879 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 34,769
Change-34,769 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 34,684
Change-34,684 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 34,529
Change-34,529 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 34,170
Change-34,170 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 33,387
Change-33,387 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 32,330
Change-32,330 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 32,152
Change-32,152 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 32,101
Change-32,101 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 31,600
Change-31,600 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 31,125
Change-31,125 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 31,045
Change-31,045 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 30,009
Change-30,009 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 28,376
Change-28,376 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 27,696
Change-27,696 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,608
Change-27,608 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 26,913
Change-26,913 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 25,504
Change-25,504 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,167
Change-25,167 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 24,441
Change-24,441 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 23,521
Change-23,521 (-100%)
Value—
Nwam LLC
N/A
Shares— from 23,244
Change-23,244 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 22,590
Change-22,590 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,300
Change-22,300 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 21,520
Change-21,520 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,346
Change-21,346 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,078
Change-21,078 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 20,715
Change-20,715 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 20,708
Change-20,708 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,389
Change-20,389 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 20,147
Change-20,147 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 19,624
Change-19,624 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 19,581
Change-19,581 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,164
Change-19,164 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,064
Change-18,064 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17,739
Change-17,739 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 17,525
Change-17,525 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,469
Change-17,469 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,439
Change-17,439 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,314
Change-17,314 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 16,776
Change-16,776 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,526
Change-16,526 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,451
Change-16,451 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,107
Change-16,107 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,989
Change-15,989 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 15,556
Change-15,556 (-100%)
Value—
Blair William & Co
N/A
Shares— from 15,060
Change-15,060 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 14,829
Change-14,829 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,709
Change-14,709 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,137
Change-14,137 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 13,674
Change-13,674 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 12,261
Change-12,261 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 12,039
Change-12,039 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,727
Change-11,727 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,199
Change-11,199 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,986
Change-10,986 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,480
Change-10,480 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 10,248
Change-10,248 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 8,698
Change-8,698 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,549
Change-7,549 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
&partners
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 6,589
Change-6,589 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 6,521
Change-6,521 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,653
Change-2,653 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 899
Change-899 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 611
Change-611 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 586
Change-586 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 424
Change-424 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 396
Change-396 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 386
Change-386 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 240
Change-240 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 157
Change-157 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 139
Change-139 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 114
Change-114 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 110
Change-110 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 70
Change-70 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 60
Change-60 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 53
Change-53 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 45
Change-45 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2
Change-2 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
INCREASED4,120,6622,113,863+2,006,799+95%$170.8M$367.2M+$196.3M2026-11-04
LPL Financial LLC
DECREASED2,031,2302,087,363-56,133-3%$168.7M$181.0M+$12.3M2026-11-06
Imc-Chicago, LLC
NEW399,123—+399,123——$35.6M—2026-11-05
AXS Investments LLC
NEW379,057—+379,057——$33.8M—2026-11-04
Commonwealth Equity Services, LLC
DECREASED288,658304,988-16,330-5%$24.6M$25.7M+$1.1M2026-11-02
Venture Visionary Partners LLC
DECREASED260,831262,269-1,438-1%$21.2M$23.2M+$2.0M2026-10-07
Mission Wealth Management, LP
DECREASED229,620250,838-21,218-8%$20.3M$20.5M+$186.4K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED201,734220,422-18,688-8%$17.8M$18.0M+$159.0K2026-11-02
Gerber, LLC
UNCHANGED169,246169,24600%$13.7M$15.1M+$1.4M2026-10-21
Titleist Asset Management, LLC
DECREASED141,252143,803-2,551-2%$11.6M$12.6M+$963.4K2026-10-08
Brookstone Capital Management
DECREASED105,984109,901-3,917-4%$8.9M$9.4M+$561.0K2026-10-22
Blue Sky Capital Consultants Group, Inc.
DECREASED103,208103,922-714-1%$8.4M$9.2M+$796.8K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED95,53895,605-670%$7.7M$8.5M+$785.6K2026-10-29
Kestra Advisory Services, LLC
DECREASED90,68191,239-558-1%$7.4M$8.1M+$705.7K2026-11-02
Luken Investment Analytics, LLC
INCREASED90,26489,592+672+1%$7.2M$8.0M+$801.7K2026-11-06
SkyOak Wealth, LLC
DECREASED88,13689,400-1,264-1%$7.2M$7.9M+$627.6K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED85,42639,843+45,583+114%$3.2M$7.5M+$4.3M2026-10-13
Truist Financial Corp
INCREASED74,31972,024+2,295+3%$5.8M$6.6M+$800.8K2026-10-30
NBZ Investment Advisors LLC
DECREASED69,07471,696-2,622-4%$5.8M$6.2M+$360.0K2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED64,66964,746-770%$5.2M$5.8M+$529.2K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED59,22760,859-1,632-3%$4.9M$5.3M+$358.5K2026-11-06
Variant Private Wealth, LLC
INCREASED51,61550,319+1,296+3%$4.1M$4.6M+$532.1K2026-10-21
Madison Park Capital Advisors, LLC
INCREASED45,49743,544+1,953+4%$3.5M$4.1M+$534.6K2026-10-28
Missouri Trust & Investment Co
DECREASED44,40545,585-1,180-3%$3.2M$4.0M+$709.0K2026-11-04
Farther Finance Advisors, LLC
INCREASED41,49537,787+3,708+10%$3.1M$3.7M+$643.3K2026-10-08
Axxcess Wealth Management, LLC
DECREASED40,91460,346-19,432-32%$4.9M$3.6M-$1.2M2026-10-21
Rose Capital Advisors LLC
DECREASED38,87539,945-1,070-3%$3.2M$3.5M+$235.4K2026-11-04
Blue Trust, Inc.
DECREASED38,61542,030-3,415-8%$3.4M$3.4M+$43.7K2026-10-15
Verus Capital Partners, LLC
INCREASED38,5623,788+34,774+918%$306.2K$3.4M+$3.1M2026-11-03
Creative Planning
DECREASED35,71036,930-1,220-3%$3.0M$3.2M+$197.1K2026-11-02
Candriam S.C.A.
DECREASED35,52081,515-45,995-56%$49.1M$3.2M-$45.9M2026-11-03
Merit Financial Group, LLC
DECREASED32,90535,112-2,207-6%$2.8M$2.9M+$94.1K2026-11-06
GoalVest Advisory LLC
INCREASED32,789151+32,638+21615%$12.2K$46.1K+$33.9K2026-10-02
Purus Wealth Management, LLC
DECREASED30,92330,938-150%$2.5M$2.8M+$254.8K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED30,84622,542+8,304+37%$1.8M$2.7M+$926.6K2026-10-16
Post Resch Tallon Group Inc.
INCREASED30,71730,333+384+1%$2.5M$2.7M+$285.4K2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED29,51228,451+1,061+4%$2.3M$2.6M+$330.1K2026-10-23
Crescent Grove Advisors, LLC
DECREASED28,39629,648-1,252-4%$2.4M$2.5M+$133.9K2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED28,16928,932-763-3%$2.3M$2.5M+$171.6K2026-10-27
M Holdings Securities, Inc.
DECREASED26,02826,227-199-1%$2.1K$2.2K+$1162026-11-03
Legacy Private Trust Co.
UNCHANGED26,00926,00900%$2.1M$2.3M+$215.4K2026-10-06
J.W. Cole Advisors, Inc.
DECREASED25,81126,975-1,164-4%$2.2M$2.3M+$119.6K2026-11-05
Apella Capital, LLC
DECREASED25,74028,279-2,539-9%$2.3M$2.3M-$23.1K2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED24,79123,384+1,407+6%$1.9M$2.2M+$319.0K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED24,57423,422+1,152+5%$1.9M$2.2M+$296.6K2026-11-04
Money Concepts Capital Corp
DECREASED24,39324,504-1110%$2.0M$2.2M+$193.0K2026-11-06
Valen Private Capital, LLC
NEW24,345—+24,345——$2.2M—2026-10-23
Avior Wealth Management, LLC
INCREASED23,09023,058+32+0%$1.9M$2.1M+$193.8K2026-10-13
Kraematon Investment Advisors, Inc
DECREASED21,29621,392-960%$1.7M$1.9M+$168.6K2026-11-02
Clearwater Capital Advisors, LLC
DECREASED21,22824,393-3,165-13%$2.0M$1.9M-$80.0K2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED20,25421,868-1,614-7%$1.8M$1.8M+$37.2K2026-10-14
United Advisor Group, LLC
DECREASED20,17120,645-474-2%$1.7M$1.8M+$128.7K2026-11-03
Independent Financial Group, LLC
INCREASED19,74016,257+3,483+21%$1.3M$1.8M+$444.9K2026-10-13
NavPoint Financial, Inc.
DECREASED19,62819,629-10%$1.6M$1.7M+$162.4K2026-10-21
Allworth Financial LP
INCREASED19,40418,359+1,045+6%$1.5M$1.6M+$84.5K2026-11-06
TD Waterhouse Canada Inc.
DECREASED19,09222,169-3,077-14%$1.8M$1.7M-$122.8K2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED19,00019,00000%$1.5M$1.7M+$157.3K2026-10-28
PFG Advisors
DECREASED18,00021,725-3,725-17%$1.8M$1.6M-$152.0K2026-10-16
Sloy Dahl & Holst, LLC
DECREASED17,88918,124-235-1%$1.5M$1.6M+$129.1K2026-10-14
Moors & Cabot, Inc.
DECREASED17,67722,089-4,412-20%$1.8M$1.6M-$210.2K2026-11-06
Capital Investment Advisors, LLC
DECREASED16,63517,577-942-5%$1.4M$1.5M+$61.6K2026-10-22
Integral Investment Advisors, Inc.
DECREASED16,38221,862-5,480-25%$1.8M$1.5M-$307.3K2026-11-03
Advisor OS, LLC
DECREASED16,23018,921-2,691-14%$1.5M$1.4M-$83.1K2026-11-03
Biltmore Family Office, LLC
UNCHANGED15,50015,50000%$1.3M$1.4M+$128.3K2026-11-03
New England Private Wealth Advisors LLC
UNCHANGED15,13615,13600%$1.1M$1.3M+$260.5K2026-10-19
Sigma Planning Corp
DECREASED14,44715,085-638-4%$1.2M$1.3M+$68.1K2026-10-23
BridgePort Financial Solutions, LLC
INCREASED14,36913,729+640+5%$1.1M$1.3M+$170.7K2026-11-02
Worthington Financial Partners, LLC
INCREASED14,06513,924+141+1%$1.1M$1.3M+$127.9K2026-10-13
Grant Private Wealth Management Inc
DECREASED13,75720,318-6,561-32%$1.6M$1.2M-$416.4K2026-10-19
Evolution Wealth Advisors, LLC
DECREASED13,17713,212-350%$1.1M$1.2M+$106.3K2026-11-03
Lido Advisors, LLC
INCREASED13,11310,164+2,949+29%$821.5K$1.2M+$346.9K2026-11-04
International Assets Investment Management, LLC
DECREASED13,07014,151-1,081-8%$1.2M$1.2M-$5192026-11-02
Koshinski Asset Management, Inc.
DECREASED12,84212,989-147-1%$1.0M$1.1M+$94.5K2026-10-29
HBK Sorce Advisory LLC
DECREASED12,18314,324-2,141-15%$1.1M$891.2K-$200.0K2026-11-06
BIP Wealth, LLC
INCREASED11,65611,313+343+3%$914.3K$1.0M+$124.2K2026-10-22
Clear Harbor Asset Management, LLC
INCREASED11,42811,408+20+0%$922.0K$1.0M+$96.2K2026-11-05
D.A. Davidson & Co.
INCREASED11,30411,223+81+1%$907.0K$1.0M+$100.1K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED11,23213,120-1,888-14%$1.1M$1.0M-$59.6K2026-10-21
Summit Investment Advisory Services, LLC
UNCHANGED11,20011,20000%$905.2K$997.9K+$92.7K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED11,19211,281-89-1%$911.8K$997.2K+$85.5K2026-11-04
Retirement Guys Formula LLC
DECREASED11,12011,389-269-2%$920.5K$990.8K+$70.3K2026-10-26
Straight Path Wealth Management
INCREASED10,93210,186+746+7%$823.2K$974.0K+$150.8K2026-10-23
Relyea Zuckerberg Hanson LLC
DECREASED10,85610,956-100-1%$885.5K$967.3K+$81.8K2026-10-20
Lebenthal Global Advisors, LLC
UNCHANGED10,43810,43800%$843.6K$930.0K+$86.4K2026-10-28
Carnegie Investment Counsel
DECREASED10,05911,944-1,885-16%$965.3K$896.2K-$69.1K2026-10-20
Lanark Financial, Inc.
INCREASED9,6799,625+54+1%$777.9K$862.4K+$84.5K2026-10-26
Three Magnolias Financial Advisors, LLC
DECREASED9,16810,261-1,093-11%$829.3K$816.9K-$12.4K2026-10-14
Beacon Financial Advisory LLC
DECREASED9,06910,240-1,171-11%$827.6K$808.1K-$19.5K2026-10-16
Indivisible Partners
DECREASED9,0079,309-302-3%$752.3K$802.5K+$50.2K2026-10-26
Dynamic Advisor Solutions LLC
DECREASED8,9409,110-170-2%$736.3K$796.5K+$60.2K2026-10-13
HB Wealth Management, LLC
DECREASED8,8949,021-127-1%$729.1K$792.4K+$63.3K2026-10-23
Ballew Advisors, Inc
UNCHANGED8,6548,65400%$703.1K$777.4K+$74.2K2026-10-05
St. Louis Trust Co
NEW8,615—+8,615——$767.6K—2026-11-03
Guyasuta Investment Advisors Inc
UNCHANGED8,6108,61000%$695.9K$767.2K+$71.3K2026-10-15
True Private Wealth Advisors
DECREASED8,3089,308-1,000-11%$752.3K$740.2K-$12.0K2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED8,21210,547-2,335-22%$850.4K$731.7K-$118.7K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED8,0948,245-151-2%$666.3K$721.1K+$54.8K2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED7,9927,349+643+9%$593.9K$712.1K+$118.1K2026-10-16
WealthCare Investment Partners, LLC
INCREASED7,7247,385+339+5%$596.8K$688.2K+$91.3K2026-11-05
Horizon Wealth Management, LLC
UNCHANGED7,6077,60700%$614.8K$677.7K+$63.0K2026-11-02
Bison Wealth, LLC
INCREASED7,5766,826+750+11%$570.8K$666.9K+$96.1K2026-10-13
Rinkey Investments
UNCHANGED7,3837,38300%$596.7K$657.8K+$61.1K2026-10-28
Bank of New York Mellon Corp
DECREASED7,35015,263-7,913-52%$1.2M$654.9K-$578.6K2026-11-05
Perigon Wealth Management, LLC
DECREASED7,3467,588-242-3%$613.2K$654.5K+$41.3K2026-10-22
Thrivent Financial for Lutherans
INCREASED7,2014,391+2,810+64%$355.0K$640.0K+$285.0K2026-11-05
Park Avenue Securities LLC
DECREASED7,1467,295-149-2%$590.0K$637.0K+$47.0K2026-10-26
MCF Advisors LLC
DECREASED7,0577,213-156-2%$583.0K$628.8K+$45.8K2026-10-28
Csenge Advisory Group
INCREASED6,9176,820+97+1%$551.2K$616.3K+$65.1K2026-11-04
StoneX Group Inc.
DECREASED6,85910,000-3,141-31%$809.4K$611.1K-$198.2K2026-11-03
XML Financial, LLC
INCREASED6,8046,769+35+1%$547.1K$606.2K+$59.1K2026-10-29
Richardson Capital Management LLC
INCREASED6,7166,007+709+12%$485.5K$598.4K+$112.9K2026-10-23
Clearstead Advisors, LLC
DECREASED6,6986,861-163-2%$554.5K$596.8K+$42.3K2026-11-06
Larson Financial Group LLC
DECREASED6,6946,729-35-1%$543.9K$596.5K+$52.6K2026-11-05
Trust Co
DECREASED6,6236,741-118-2%$544.8K$590.1K+$45.3K2026-10-09
Signaturefd, LLC
UNCHANGED6,5846,58400%$532.1K$586.7K+$54.5K2026-10-23
Apollon Wealth Management, LLC
INCREASED6,5016,481+20+0%$523.8K$579.2K+$55.4K2026-10-23
Fortem Financial Group, LLC
DECREASED6,2578,208-1,951-24%$663.4K$557.5K-$105.9K2026-10-20
Principle Wealth Partners LLC
UNCHANGED6,1486,14800%$496.9K$547.8K+$50.9K2026-11-02
Oppenheimer & Co Inc
DECREASED6,1186,229-111-2%$503.4K$545.1K+$41.7K2026-10-26
Fiduciary Alliance LLC
DECREASED6,0646,294-230-4%$508.7K$540.3K+$31.6K2026-10-13
IFP Advisors, Inc
INCREASED5,9675,915+52+1%$478.1K$531.7K+$53.6K2026-10-16
Rossmore Private Capital
DECREASED5,9206,020-100-2%$486.5K$527.5K+$40.9K2026-10-27
Acorn Financial Advisory Services Inc
INCREASED5,8215,731+90+2%$463.2K$518.7K+$55.5K2026-11-02
Sovran Advisors, LLC
DECREASED5,7356,813-1,078-16%$480.8K$493.0K+$12.2K2026-11-02
MGO One Seven LLC
DECREASED5,6635,910-247-4%$477.6K$504.6K+$27.0K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED5,6494,555+1,094+24%$368.1K$503.3K+$135.2K2026-10-13
First Heartland Consultants, Inc.
INCREASED5,6435,456+187+3%$440.9K$502.8K+$61.8K2026-10-08
Sowell Financial Services LLC
DECREASED5,5585,702-144-3%$460.8K$495.2K+$34.4K2026-10-23
CPA Asset Management Group, LLC
DECREASED5,4865,986-500-8%$483.8K$488.8K+$5.0K2026-10-26
Total Investment Management Inc
DECREASED5,4536,333-880-14%$451.2K$485.9K+$34.7K2026-10-22
SteelPeak Wealth, LLC
DECREASED5,28211,454-6,172-54%$925.7K$470.6K-$455.1K2026-10-16
Milestone Asset Management, LLC
DECREASED5,2035,737-534-9%$463.7K$463.6K-$772026-10-15
Triumph Capital Management
DECREASED5,1045,143-39-1%$415.7K$454.8K+$39.1K2026-10-14
Carlson Financial, Inc.
DECREASED5,0335,055-220%$408.8K$448.4K+$39.7K2026-11-05
AdvisorNet Financial, Inc
INCREASED5,0044,988+16+0%$403.1K$422.7K+$19.6K2026-10-15
RFG Advisory, LLC
DECREASED4,9555,065-110-2%$409.4K$441.5K+$32.1K2026-11-03
Global Assets Advisory, LLC
DECREASED4,8345,084-250-5%$419.1K$445.3K+$26.2K2026-10-28
Heritage Wealth Management, Inc.
DECREASED4,7944,920-126-3%$397.6K$427.1K+$29.5K2026-10-28
Focus Financial Network, Inc.
DECREASED4,7455,580-835-15%$451.0K$422.8K-$28.3K2026-10-14
Heritage Wealth Management, Inc.
DECREASED4,7264,746-200%$383.6K$421.1K+$37.5K2026-10-27
Integrity Alliance, Llc.
DECREASED4,6854,958-273-6%$400.7K$417.4K+$16.7K2026-10-29
Wedbush Securities Inc
INCREASED4,6794,118+561+14%$333.0K$417.0K+$84.0K2026-10-22
Archford Capital Strategies, LLC
DECREASED4,6074,766-159-3%$385.2K$410.5K+$25.3K2026-10-19
Clear Creek Financial Management, LLC
DECREASED4,5996,782-2,183-32%$548.1K$409.7K-$138.4K2026-10-28
Arlington Capital Management Inc
NEW4,545—+4,545——$404.9K—2026-10-30
Brighton Jones LLC
INCREASED4,3214,218+103+2%$340.9K$385.0K+$44.1K2026-11-03
PDS Planning, Inc
DECREASED4,3204,376-56-1%$353.7K$384.9K+$31.2K2026-11-03
Seven Mile Advisory
UNCHANGED4,3164,31600%$348.8K$384.6K+$35.7K2026-10-22
IPG Investment Advisors LLC
DECREASED4,2865,036-750-15%$407.0K$381.9K-$25.1K2026-10-30
Milestone Asset Management Group, LLC
DECREASED4,2794,351-72-2%$351.6K$381.3K+$29.6K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED4,2203,297+923+28%$266.5K$376.0K+$109.5K2026-10-16
Syntegra Private Wealth Group, LLC
UNCHANGED4,2094,20900%$340.2K$375.0K+$34.9K2026-10-13
Strategic Wealth Investment Group, LLC
INCREASED4,1803,995+185+5%$322.9K$372.4K+$49.6K2026-10-29
Krilogy Financial LLC
UNCHANGED4,1284,12800%$333.6K$363.4K+$29.7K2026-10-13
AlphaStar Capital Management, LLC
DECREASED4,1204,565-445-10%$368.9K$367.1K-$1.8K2026-10-16
Savant Capital, LLC
INCREASED4,0933,146+947+30%$252.9K$364.7K+$111.8K2026-11-06
Wealth Alliance Advisory Group, LLC
UNCHANGED4,0814,08100%$329.8K$363.6K+$33.8K2026-10-14
Clearstead Trust, LLC
DECREASED4,0637,023-2,960-42%$567.6K$362.0K-$205.6K2026-11-06
Optivise Advisory Services LLC
DECREASED4,0484,081-33-1%$329.8K$360.7K+$30.9K2026-10-19
Vontobel Holding Ltd.
INCREASED4,0183,996+22+1%$323.0K$358.0K+$35.0K2026-10-16
Stablepoint Partners, LLC
DECREASED4,0076,072-2,065-34%$490.7K$357.0K-$133.7K2026-11-03
Kuhn & Co Investment Counsel
UNCHANGED4,0004,00000%$323.3K$356.4K+$33.1K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED3,9823,920+62+2%$316.8K$354.8K+$38.0K2026-10-30
Visionary Wealth Advisors
INCREASED3,9493,854+95+2%$311.4K$351.8K+$40.4K2026-11-04
Oxler Private Wealth LLC
DECREASED3,9253,954-29-1%$319.6K$349.7K+$30.1K2026-10-21
Atria Investments, Inc
INCREASED3,9123,865+47+1%$312.4K$348.6K+$36.2K2026-10-15
Thayer Partners, LLC / MA
UNCHANGED3,9003,90000%$315.2K$347.5K+$32.3K2026-11-06
CX Institutional
UNCHANGED3,8653,86500%$312.0K$344-$311.7K2026-10-02
Worth Asset Management, LLC
NEW3,844—+3,844——$342.5K—2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED3,8184,011-193-5%$324.2K$340.2K+$16.0K2026-10-20
Parallel Advisors, LLC
DECREASED3,7954,017-222-6%$324.7K$338.2K+$13.5K2026-11-03
Fiduciary Family Office, LLC
UNCHANGED3,7453,74500%$302.7K$333.7K+$31.0K2026-11-04
Cullen T Bankers, Inc.
UNCHANGED3,6443,64400%$294.5K$324.7K+$30.2K2026-10-28
Interchange Capital Partners, LLC
DECREASED3,6433,713-70-2%$300.1K$324.6K+$24.5K2026-10-28
Doliver Advisors, LP
DECREASED3,6343,820-186-5%$308.7K$323.8K+$15.1K2026-10-01
Convergence Financial, LLC
DECREASED3,5847,168-3,584-50%$579.3K$319.3K-$260.0K2026-10-27
Colonial River Investments, LLC
DECREASED3,5838,352-4,769-57%$675.0K$319.2K-$355.8K2026-10-19
Covenant Asset Management, LLC
UNCHANGED3,4803,48000%$281.3K$310.1K+$28.8K2026-10-14
Navigation Group, LLC
DECREASED3,4573,495-38-1%$282.5K$308.0K+$25.6K2026-10-28
Insight Advisors, LLC/ PA
DECREASED3,4523,555-103-3%$287.3K$307.6K+$20.3K2026-10-22
High Net Worth Advisory Group LLC
NEW3,427—+3,427——$305.3K—2026-10-26
Legacy Solutions, LLC
DECREASED3,4143,552-138-4%$287.1K$304.2K+$17.1K2026-10-07
Advisors Management Group Inc
DECREASED3,4093,527-118-3%$285.0K$303.0K+$18.0K2026-11-05
MMA Asset Management LLC
INCREASED3,3873,148+239+8%$254.4K$301.7K+$47.4K2026-11-02
Quadcap Wealth Management, LLC
DECREASED3,2754,164-889-21%$336.5K$291.8K-$44.7K2026-11-02
Atlatl Advisers LLC
DECREASED3,2253,305-80-2%$267.1K$287.3K+$20.2K2026-10-22
Citizens Financial Group Inc
DECREASED3,2009,617-6,417-67%$777.2K$285.1K-$492.1K2026-10-23
Diversified Management Inc
INCREASED3,1882,997+191+6%$242.2K$284.1K+$41.8K2026-10-08
Perryman Financial Advisory Inc
DECREASED3,1793,261-82-3%$263.5K$283.2K+$19.7K2026-10-16
Strategic Blueprint, LLC
DECREASED3,1763,290-114-3%$265.9K$283.0K+$17.1K2026-10-22
Compass Financial Group, Inc
INCREASED3,1403,116+24+1%$251.8K$279.7K+$27.9K2026-10-13
Joel Isaacson & Co., LLC
DECREASED3,1083,491-383-11%$282.1K$276.9K-$5.2K2026-11-05
EagleClaw Capital Managment, LLC
DECREASED3,1023,352-250-7%$270.9K$276.4K+$5.5K2026-11-06
Partners Wealth Management, LLC
NEW3,096—+3,096——$275.8K—2026-10-28
Legacy Wealth Partners, LLC
DECREASED3,0943,344-250-7%$270.3K$275.7K+$5.4K2026-10-15
Moody National Bank Trust Division
UNCHANGED3,0003,00000%$242.5K$267.3K+$24.8K2026-10-06
Clientfirst Wealth Management, LLC
UNCHANGED3,0003,00000%$242.5K$267.3K+$24.8K2026-11-04
Golden State Wealth Management, LLC
UNCHANGED2,9652,96500%$239.6K$264.2K+$24.6K2026-11-02
Family Office Research LLC
DECREASED2,9202,946-26-1%$238.1K$260.3K+$22.2K2026-10-14
Regatta Capital Group, LLC
UNCHANGED2,8752,87500%$232.4K$256.2K+$23.8K2026-10-23
Collar Capital Management, LLC
UNCHANGED2,8092,80900%$227.0K$250.3K+$23.3K2026-10-28
Capital Advisors, Ltd. LLC
DECREASED2,7553,197-442-14%$258.0K$245.0K-$13.0K2026-10-27
Choreo, LLC
INCREASED2,7542,491+263+11%$201.3K$245.4K+$44.1K2026-10-28
KPP Advisory Services LLC
DECREASED2,7433,408-665-20%$275.4K$244.4K-$31.0K2026-10-26
Procyon Advisors, LLC
DECREASED2,7362,749-130%$222.2K$243.8K+$21.5K2026-10-21
HBW Advisory Services LLC
DECREASED2,7283,967-1,239-31%$320.6K$243.1K-$77.5K2026-10-15
Valeo Financial Advisors, LLC
DECREASED2,7033,264-561-17%$263.8K$240.9K-$22.9K2026-10-08
Summit Place Financial Advisors, LLC
DECREASED2,7032,773-70-3%$224.1K$240.8K+$16.7K2026-10-23
Summit Wealth Group LLC / Co
INCREASED2,6922,646+46+2%$213.9K$239.9K+$26.0K2026-10-29
Lauer Wealth, LLC
DECREASED2,6572,857-200-7%$227.2K$232.8K+$5.6K2026-10-13
South Shore Capital Advisors
UNCHANGED2,6492,64900%$214.1K$236.0K+$21.9K2026-10-20
VestGen Advisors, LLC
DECREASED2,6303,775-1,145-30%$305.1K$234.3K-$70.8K2026-10-27
Quad-Cities Investment Group, LLC
NEW2,607—+2,607——$232.3K—2026-10-16
Viewpoint Capital Management LLC
DECREASED2,5812,582-10%$208.7K$230.0K+$21.3K2026-10-27
Seven Hills Financial, LLC
NEW2,580—+2,580——$229.9K—2026-10-13
Flagship Harbor Advisors, LLC
NEW2,535—+2,535——$225.9K—2026-10-26
Bright Financial Advisors, Inc.
UNCHANGED2,5232,52300%$203.9K$224.8K+$20.9K2026-10-23
Certior Financial Group, LLC
UNCHANGED2,4962,49600%$201.7K$222.4K+$20.7K2026-10-19
TCP Asset Management, LLC
UNCHANGED2,4962,49600%$201.7K$224.2K+$22.5K2026-10-14
Winthrop Advisory Group LLC
UNCHANGED2,4912,49100%$201.3K$222.0K+$20.6K2026-10-22
Compound Planning, Inc.
DECREASED2,4872,607-120-5%$210.7K$221.6K+$10.9K2026-11-05
Compass Financial Management LLC
DECREASED2,4713,161-690-22%$242.8K$220.2K-$22.7K2026-10-30
NWF Advisory Services Inc.
DECREASED2,4482,483-35-1%$200.7K$218.1K+$17.4K2026-10-19
Financial Management Professionals, Inc.
UNCHANGED2,4252,42500%$196.0K$216.0K+$20.1K2026-10-23
OxenFree Capital LLC
NEW2,423—+2,423——$219.3K—2026-10-07
Diligent Investors, LLC
NEW2,415—+2,415——$215.2K—2026-10-21
Coquina Private Wealth LLC
NEW2,376—+2,376——$211.7K—2026-10-27
Carrera Capital Advisors
NEW2,375—+2,375——$211.6K—2026-11-03
PNC Financial Services Group, Inc.
DECREASED2,3682,792-424-15%$225.6K$211.0K-$14.7K2026-11-06
Segment Wealth Management, LLC
NEW2,345—+2,345——$208.9K—2026-10-26
Mokosak Advisory Group, LLC
NEW2,343—+2,343——$208.8K—2026-10-20
Equitable Trust Co
NEW2,343—+2,343——$208.8K—2026-10-13
Greenfield Savings Bank
NEW2,330—+2,330——$207.6K—2026-10-07
SFG Wealth Management, Llc.
DECREASED2,3162,573-257-10%$207.9K$206.3K-$1.6K2026-10-23
Traynor Capital Management, Inc.
NEW2,310—+2,310——$205.9K—2026-10-29
Total Wealth Planning & Management, Inc.
NEW2,310—+2,310——$205.8K—2026-10-23
Retirement Planning Group, LLC
NEW2,294—+2,294——$204.4K—2026-10-19
J. Derek Lewis & Associates Inc.
DECREASED2,2872,877-590-21%$232.5K$203.8K-$28.7K2026-11-03
Midwest Trust Co
NEW2,285—+2,285——$203.6K—2026-10-22
Iron Financial LLC
NEW2,266—+2,266——$201.9K—2026-10-23
AlphaCore Capital LLC
INCREASED2,2621,672+590+35%$135.1K$201.5K+$66.4K2026-11-04
Facet Wealth, Inc.
NEW2,261—+2,261——$201.5K—2026-11-04
Inscription Capital, LLC
NEW2,260—+2,260——$201.4K—2026-11-02
Whipplewood Advisors, LLC
DECREASED2,2015,726-3,525-62%$462.8K$196.1K-$266.7K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,1402,14000%$173.0K$190.7K+$17.7K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED2,114173+1,941+1122%$14.0K$188.4K+$174.4K2026-10-30
WPG Advisers, LLC
UNCHANGED1,9671,96700%$159.0K$175.3K+$16.3K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED1,8541,85400%$149.8K$165.2K+$15.4K2026-11-04
Latitude Advisors, LLC
NEW1,781—+1,781——$158.7K—2026-10-27
Mainstream Capital Management LLC
NEW1,750—+1,750——$155.9K—2026-10-23
US Bancorp \de\
INCREASED1,5811,178+403+34%$95.2K$140.9K+$45.7K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,3951,39500%$112.7K$124.3K+$11.6K2026-10-28
Parkside Financial Bank & Trust
UNCHANGED1,3751,37500%$111.1K$122.5K+$11.4K2026-10-27
Barrett & Company, Inc.
INCREASED1,3011,282+19+1%$103.5K$115.9K+$12.4K2026-10-22
Spire Wealth Management
UNCHANGED1,2451,24500%$100.6K$110.9K+$10.3K2026-10-30
DeDora Capital, Inc.
NEW1,159—+1,159——$103.3K—2026-10-26
Financial Perspectives, Inc
DECREASED1,1581,252-94-8%$101.2K$103.1K+$2.0K2026-11-03
Hartford Financial Management Inc.
UNCHANGED1,0681,06800%$86.3K$95.1K+$8.8K2026-10-21
Montag A & Associates Inc
INCREASED1,031981+50+5%$79.3K$91.9K+$12.6K2026-10-29
CoreCap Advisors, LLC
DECREASED9471,041-94-9%$84.1K$84.4K+$2442026-10-08
Private Trust Co NA
DECREASED9371,087-150-14%$87.8K$83.5K-$4.4K2026-10-20
Nova Financial LLC
NEW931—+931——$83.0K—2026-11-04
UMB Private Wealth Management, LLC
NEW914—+914——$81.4K—2026-10-19
Fortitude Family Office, LLC
UNCHANGED90390300%$73.0K$80.5K+$7.5K2026-10-14
Fifth Third Bancorp
DECREASED8931,307-414-32%$105.6K$79.6K-$26.1K2026-11-05
Mather Group, Llc.
INCREASED887733+154+21%$59.3K$79.1K+$19.8K2026-10-14
Winthrop Capital Management, LLC
UNCHANGED86286200%$70.0K$76.8K+$6.8K2026-11-05
Russell Investments Group, Ltd.
DECREASED8451,056-211-20%$85.3K$75.3K-$10.1K2026-11-06
Assetmark, Inc
INCREASED825793+32+4%$64.1K$73.5K+$9.4K2026-10-21
Global Trust Asset Management, LLC
NEW800—+800——$71.3K—2026-10-19
Westside Investment Management, Inc.
INCREASED654558+96+17%$45.1K$58.3K+$13.2K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED649616+33+5%$49.8K$57.8K+$8.0K2026-10-16
Brown, Lisle Ings, Inc.
DECREASED640690-50-7%$55.8K$57.0K+$1.3K2026-10-16
IAG Wealth Partners, LLC
UNCHANGED62762700%$50.7K$55.9K+$5.2K2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED61461400%$49.6K$54.7K+$5.1K2026-11-03
Natixis
NEW546—+546——$48.6K—2026-11-06
Cape Investment Advisory, Inc.
INCREASED535474+61+13%$38.3K$47.7K+$9.4K2026-10-13
Bullock Wealth Management Group
UNCHANGED51751700%$42.3K$45.8K+$3.5K2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED51351300%$41.5K$45.7K+$4.3K2026-10-23
SJS Investment Consulting Inc.
UNCHANGED48848800%$39.4K$43.5K+$4.0K2026-10-26
Fairscale Capital, LLC
UNCHANGED48848800%$39.4K$39.4K-$342026-11-04
Mcdonald Partners LLC
UNCHANGED45045000%$36.4K$40.1K+$3.7K2026-11-03
Creative Financial Designs Inc
INCREASED421405+16+4%$32.7K$37.5K+$4.8K2026-11-04
Winch Advisory Services, LLC
UNCHANGED42042000%$33.9K$37.4K+$3.5K2026-11-06
Compagnie Lombard Odier SCmA
NEW400—+400——$35.6K—2026-11-04
Nemes Rush Group LLC
UNCHANGED40040000%$32.3K$35.6K+$3.3K2026-11-04
Breakwater Investment Management
UNCHANGED40040000%$32.3K$35.6K+$3.3K2026-10-20
Nfsg Corp
DECREASED3805,671-5,291-93%$458.3K$33.9K-$424.5K2026-10-15
Abound Wealth Management
UNCHANGED37937900%$30.6K$33.8K+$3.1K2026-10-26
Princeton Global Asset Management LLC
UNCHANGED36536500%$29.5K$32.5K+$3.0K2026-10-21
NBH Bank
DECREASED336559-223-40%$45.2K$29.9K-$15.2K2026-11-05
Decker Retirement Planning Inc.
UNCHANGED33633600%$27.2K$29.9K+$2.8K2026-10-19
Addison Advisors LLC
UNCHANGED32032000%$25.9K$28.5K+$2.6K2026-11-06
Murphy & Mullick Capital Management Corp
DECREASED310560-250-45%$45.3K$27.7K-$17.6K2026-11-02
Trust Co of Vermont
UNCHANGED29529500%$23.8K$26.3K+$2.4K2026-10-21
Activest Wealth Management
DECREASED290400-110-27%$32.3K$25.8K-$6.5K2026-10-15
Byrne Asset Management LLC
DECREASED285298-13-4%$24.1K$25.2K+$1.2K2026-10-06
Jacobi Capital Management LLC
NEW283—+283——$25.2K—2026-11-05
Meriwether Wealth & Planning, LLC
NEW280—+280——$24.9K—2026-10-13
LAM Group, Inc.
DECREASED275305-30-10%$24.7K$24.5K-$1472026-10-26
TrinityBridge Ltd
UNCHANGED27527500%$22$24+$22026-10-30
Markowski Investments
DECREASED270320-50-16%$25.9K$24.1K-$1.8K2026-10-30
Balance Wealth Partners LLC
NEW250—+250——$22.3K—2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED24424400%$19.7K$21.7K+$2.0K2026-10-30
Jnba Financial Advisors
DECREASED239268-29-11%$21.7K$21.3K-$3652026-11-03
Transce3nd, LLC
NEW238—+238——$20.3K—2026-10-26
Moisand Fitzgerald Tamayo, LLC
DECREASED220270-50-19%$21.8K$19.6K-$2.2K2026-10-15
Kings Path Partners LLC
INCREASED217216+1+0%$17.5K$19.3K+$1.9K2026-10-21
IFS Advisors, LLC
UNCHANGED21321300%$17.2K$19.0K+$1.8K2026-10-14
Key FInancial Inc
UNCHANGED20620600%$16.6K$18.4K+$1.7K2026-11-02
McCarley & Cook Financial Planners
NEW203—+203——$18.1K—2026-10-21
Signature Equity Partners, LLC
UNCHANGED18518500%$15.0K$16.5K+$1.5K2026-10-29
North Star Investment Management Corp.
UNCHANGED15815800%$12.8K$14.1K+$1.3K2026-10-27
Caldwell Trust Co
UNCHANGED15615600%$12.6K$13.9K+$1.3K2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED15415400%$12.4K$13.7K+$1.3K2026-10-20
Independence Bank of Kentucky
UNCHANGED15015000%$12.1K$13.4K+$1.2K2026-10-26
Ascentis Independent Advisors
NEW143—+143——$12.8K—2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED13313300%$10.7K$11.9K+$1.1K2026-11-03
Tsfg, LLC
DECREASED121124-3-2%$10.0K$11-$10.0K2026-10-23
Trust Co of Toledo NA
NEW120—+120——$10.7K—2026-10-16
Birchwood Financial Partners, Inc.
UNCHANGED11011000%$8.9K$9.8K+$9082026-11-02
Noble Wealth Management PBC
UNCHANGED10010000%$8.1K$8.9K+$8282026-10-01
Pacific Center for Financial Services
UNCHANGED919100%$7.4K$8.1K+$7542026-10-15
Private Wealth Management Group, LLC
NEW89—+89——$7.9K—2026-10-19
MTM Investment Management, LLC
UNCHANGED878700%$7.0K$7.8K+$7212026-10-30
RMG Wealth Management LLC
UNCHANGED858500%$6.9K$6.9K+$132026-10-26
Wolff Wiese Magana LLC
INCREASED7954+25+46%$4.4K$7.0K+$2.7K2026-10-15
Concord Wealth Partners
UNCHANGED737300%$5.9K$6.5K+$6042026-11-02
John Boyer, Inc.
NEW69—+69——$6.1K—2026-10-27
Gen-Wealth Partners Inc
UNCHANGED686800%$5.5K$6.1K+$5632026-11-04
JFS Wealth Advisors, LLC
DECREASED6470-6-9%$5.7K$5.7K+$452026-11-03
Albion Financial Group
UNCHANGED636300%$5.1K$5.7K+$5252026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED595900%$4.8K$5.3K+$4892026-10-23
Main Street Group, LTD
NEW50—+50——$4.5K—2026-10-28
Mechanics Financial Corp
UNCHANGED505000%$4.0K$4.5K+$4142026-11-05
Bay Harbor Wealth Management, LLC
UNCHANGED505000%$4.0K$4.5K+$4142026-11-03
CrossGen Wealth, LLC
UNCHANGED494900%$4.0K$4.4K+$4062026-10-30
Miller Wealth Advisors, LLC
UNCHANGED454500%$3.6K$4.0K+$3732026-11-02
Rossby Financial, LCC
INCREASED423+39+1300%$242$3.7K+$3.5K2026-11-05
Planning Strategies Inc.
UNCHANGED363600%$2.9K$3.2K+$2982026-10-02
Birch Financial Group, LLC
NEW35—+35——$3.1K—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED28103-75-73%$8.3K$2.5K-$5.8K2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED2652-26-50%$4.2K$2.3K-$1.9K2026-10-23
Aspect Partners, LLC
INCREASED2511+14+127%$889$2.2K+$1.3K2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED252500%$2.0K$2.2K+$2072026-10-20
American Capital Advisory, LLC
UNCHANGED252500%$2.0K$2.2K+$2072026-10-28
GK Wealth Management LLC
NEW20—+20——$1.8K—2026-10-09
Oakworth Capital, Inc.
DECREASED19219-200-91%$17.9K$1.7K-$16.2K2026-10-26
Versant Capital Management, Inc
NEW15—+15——$1.3K—2026-10-02
Go Invest LLC
INCREASED1412+2+17%$998$1.2K+$2142026-10-09
Country Trust Bank
UNCHANGED131300%$1.1K$1.2K+$1072026-10-30
Essential Partners LLC
DECREASED1215-3-20%$1.2K$1.1K-$1422026-10-14
Signature Resources Capital Management, LLC
UNCHANGED121200%$970$1.1K+$992026-10-16
Pathway Financial Advisers, LLC
NEW10—+10——$891—2026-10-27
Evermay Wealth Management LLC
UNCHANGED101000%$815$899+$842026-11-05
Harbor Investment Advisory, LLC
UNCHANGED9900%$727$802+$752026-10-13
Kelleher Financial Advisors
UNCHANGED9900%$728$802+$742026-10-30
Nvwm, LLC
DECREASED817-9-53%$1.4K$713-$6612026-10-14
Strengthening Families & Communities, LLC
UNCHANGED7700%$566$624+$582026-10-21
Miller Global Investments, LLC
UNCHANGED7700%$566$624+$582026-10-02
Valley National Advisers Inc
UNCHANGED4400%$324$357+$332026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4400%$323$356+$332026-10-27
Madden Securities Corp
NEW3—+3——$267—2026-10-27
Acumen Wealth Advisors, LLC
UNCHANGED2200%$162$179+$172026-11-05
Ascentis Wealth Management, LLC
UNCHANGED1100%$80$89+$92026-11-03
Hoertkorn Richard Charles
UNCHANGED1100%$81$89+$82026-11-04
Root Financial Partners, LLC
NEW0—0——$4—2026-10-21
Arbor Capital Management Inc
CLOSED044,841-44,841-100%$3.4M$0-$3.4M2026-10-21
Atlas Private Wealth Advisors
CLOSED020,485-20,485-100%$1.7M$0-$1.7M2026-10-23
Prospera Financial Services Inc
CLOSED09,770-9,770-100%$790.7K$0-$790.7K2026-11-04
J. Safra Sarasin Holding AG
CLOSED04,203-4,203-100%$339.8K$0-$339.8K2026-10-26
Davenport & Co LLC
CLOSED03,604-3,604-100%$291.3K$0-$291.3K2026-10-14
Certuity, LLC
CLOSED03,008-3,008-100%$243.1K$0-$243.1K2026-11-02
Meadowbrook Wealth Management, LLC
CLOSED02,865-2,865-100%$234.5K$0-$234.5K2026-10-08
Moneco Advisors, LLC
CLOSED02,799-2,799-100%$226.2K$0-$226.2K2026-11-05
Wealth Effects LLC
CLOSED02,673-2,673-100%$216.0K$0-$216.0K2026-10-23
Aurora Private Wealth, Inc.
CLOSED02,608-2,608-100%$211.0K$0-$211.0K2026-10-20
Barclays PLC
CLOSED0797-797-100%$64.4K$0-$64.4K2026-11-06
Salem Investment Counselors Inc
CLOSED0700-700-100%$56.6K$0-$56.6K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0460-460-100%$37.2K$0-$37.2K2026-11-06
GHP Investment Advisors, Inc.
CLOSED0364-364-100%$29.4K$0-$29.4K2026-10-15
Gill Capital Partners, LLC
CLOSED0262-262-100%$21.2K$0-$21.2K2026-10-13
Cranbrook Wealth Management, LLC
CLOSED0202-202-100%$16.3K$0-$16.3K2026-10-28
Union Savings Bank
CLOSED0144-144-100%$11.6K$0-$11.6K2026-10-14
Adkins Seale Capital Management LLC
CLOSED0143-143-100%$11.6K$0-$11.6K2026-10-27
Islay Capital Management, LLC
CLOSED0100-100-100%$8.1K$0-$8.1K2026-10-20
Community Financial Services Group, LLC
CLOSED0100-100-100%$8.2K$0-$8.2K2026-10-15
LifeSteps Financial, Inc.
CLOSED074-74-100%$6.0K$0-$6.0K2026-10-15
Mosley Wealth Management
CLOSED060-60-100%$4.8K$0-$4.8K2026-10-16
Gilpin Wealth Management, LLC
CLOSED050-50-100%$4.0K$0-$4.0K2026-10-09
Strategic Wealth Advisors LLC
CLOSED044-44-100%$3$0-$32026-11-06
Stone House Investment Management, LLC
CLOSED035-35-100%$2.8K$0-$2.8K2026-10-23
Obsidian CIO, LLC
CLOSED028-28-100%$2.3K$0-$2.3K2026-11-05
Central Pacific Bank - Trust Division
CLOSED02-2-100%$162$0-$1622026-10-06
Robinswood Financial LLC
CLOSED000—$0$0$02026-10-20
Morgan Stanley
N/A—6,287,216-6,287,216-100%$508.1M———
JPMorgan Chase & Co
N/A—4,722,697-4,722,697-100%$380.8M———
Goldman Sachs Group Inc
N/A—4,445,622-4,445,622-100%$359.3M———
Bank of America Corp
N/A—3,992,341-3,992,341-100%$322.7M———
Susquehanna International Group, LLP
N/A—2,270,999-2,270,999-100%$183.5M———
Wells Fargo & Company
N/A—2,128,930-2,128,930-100%$172.1M———
State of Wisconsin Investment Board
N/A—1,849,057-1,849,057-100%$149.4M———
UBS Group AG
N/A—1,243,860-1,243,860-100%$100.5M———
Raymond James Financial Inc
N/A—835,430-835,430-100%$67.5M———
BNP Paribas Financial Markets
N/A—775,517-775,517-100%$62.7M———
Jain Global LLC
N/A—534,312-534,312-100%$43.2M———
D. E. Shaw & Co., Inc.
N/A—530,732-530,732-100%$42.9M———
Ascension Capital Advisors, Inc.
N/A—377,222-377,222-100%$30.5M———
Cresset Asset Management, LLC
N/A—366,817-366,817-100%$29.6M———
Osaic Holdings, Inc.
N/A—345,283-345,283-100%$27.9M———
Royal Bank of Canada
N/A—322,865-322,865-100%$26.1M———
HRT Financial LP
N/A—270,378-270,378-100%$21.9M———
Private Advisor Group, LLC
N/A—260,877-260,877-100%$21.1M———
Envestnet Asset Management Inc
N/A—225,231-225,231-100%$18.2M———
Cetera Investment Advisers
N/A—216,017-216,017-100%$17.5M———
HighTower Advisors, LLC
N/A—204,666-204,666-100%$16.5M———
NewEdge Advisors, LLC
N/A—147,211-147,211-100%$11.9M———
Wealthfront Advisers LLC
N/A—144,913-144,913-100%$11.7M———
Schonfeld Strategic Advisors LLC
N/A—139,032-139,032-100%$11.2M———
Jones Financial Companies Lllp
N/A—129,772-129,772-100%$10.1M———
Byrne Financial Freedom, LLC
N/A—121,220-121,220-100%$9.8M———
Group One Trading LLC
N/A—116,664-116,664-100%$9.4M———
Toronto Dominion Bank
N/A—109,568-109,568-100%$8.9M———
Rockefeller Capital Management L.P.
N/A—104,424-104,424-100%$8.4M———
Balyasny Asset Management L.P.
N/A—102,541-102,541-100%$8.3M———
MML Investors Services, LLC
N/A—101,919-101,919-100%$8.2M———
ARK Investment Management LLC
N/A—91,105-91,105-100%$7.4M———
Northwestern Mutual Wealth Management Co
N/A—80,144-80,144-100%$6.5M———
Bank of Montreal
N/A—76,632-76,632-100%$6.2M———
Abound Financial, LLC
N/A—76,011-76,011-100%$6.1M———
Arkadios Wealth Advisors
N/A—75,598-75,598-100%$6.1M———
National Bank of Canada
N/A—72,722-72,722-100%$5.9M———
Ausdal Financial Partners, Inc.
N/A—71,061-71,061-100%$5.7M———
One Charles Private Wealth Services, LLC
N/A—69,288-69,288-100%$5.6M———
Stifel Financial Corp
N/A—66,605-66,605-100%$5.4M———
LMR Partners LLP
N/A—65,643-65,643-100%$5.3M———
EFG International AG
N/A—64,394-64,394-100%$5.2M———
Quantitative Investment Management, LLC
N/A—63,839-63,839-100%$5.2M———
Maven Securities LTD
N/A—62,077-62,077-100%$5.0M———
Sanctuary Advisors, LLC
N/A—53,423-53,423-100%$4.3M———
Clear Street Group Inc.
N/A—51,993-51,993-100%$4.2M———
National Philanthropic Trust
N/A—48,387-48,387-100%$3.9M———
Kingsview Wealth Management, LLC
N/A—39,931-39,931-100%$3.2M———
Tidal Investments LLC
N/A—39,000-39,000-100%$3.2M———
Intrepid Financial Planning Group LLC
N/A—34,879-34,879-100%$2.8M———
Millennium Management LLC
N/A—34,769-34,769-100%$2.8M———
Scotia Capital Inc.
N/A—34,684-34,684-100%$2.8M———
Kerr Financial Planning Corp
N/A—34,529-34,529-100%$2.8M———
Bravera Wealth
N/A—34,170-34,170-100%$2.8M———
IHT Wealth Management, LLC
N/A—33,387-33,387-100%$2.7M———
Bleakley Financial Group, LLC
N/A—32,330-32,330-100%$2.6M———
JTC Employer Solutions Trustee Ltd
N/A—32,152-32,152-100%$2.6M———
OneDigital Investment Advisors LLC
N/A—32,101-32,101-100%$2.6M———
O'Connor Alternative Investments LLC
N/A—31,600-31,600-100%$2.6M———
Federation des caisses Desjardins du Quebec
N/A—31,125-31,125-100%$2.5M———
Cary Street Partners Financial LLC
N/A—31,045-31,045-100%$2.5M———
CIBC World Market Inc.
N/A—30,009-30,009-100%$2.4M———
PFG Investments, LLC
N/A—28,376-28,376-100%$2.3M———
Equitable Holdings, Inc.
N/A—27,696-27,696-100%$2.2M———
Mariner, LLC
N/A—27,608-27,608-100%$2.2M———
New World Advisors LLC
N/A—26,913-26,913-100%$2.2M———
Medallion Wealth Advisors, LLC
N/A—25,504-25,504-100%$2.1M———
Janney Montgomery Scott LLC
N/A—25,167-25,167-100%$2.0M———
Barnes Pettey Financial Advisors, LLC
N/A—24,441-24,441-100%$2.0M———
Turner Financial Group, Inc.
N/A—23,521-23,521-100%$1.9M———
Nwam LLC
N/A—23,244-23,244-100%$1.9M———
Atlas Legacy Advisors, LLC
N/A—22,590-22,590-100%$1.8M———
Baird Financial Group, Inc.
N/A—22,300-22,300-100%$1.8M———
Guggenheim Capital LLC
N/A—21,520-21,520-100%$1.7M———
Mercer Global Advisors Inc
N/A—21,346-21,346-100%$1.7M———
Advisory Services Network, LLC
N/A—21,078-21,078-100%$1.7M———
WealthTrak Capital Management LLC
N/A—20,715-20,715-100%$1.7M———
Family Manage LLC
N/A—20,708-20,708-100%$1.7M———
Snowden Capital Advisors LLC
N/A—20,389-20,389-100%$1.6M———
Peak6 LLC
N/A—20,147-20,147-100%$1.6M———
Valtrion Capital Management, LLC
N/A—19,624-19,624-100%$1.6M———
GTS Securities LLC
N/A—19,581-19,581-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—19,164-19,164-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—18,064-18,064-100%$1.5M———
Huntington National Bank
N/A—17,739-17,739-100%$1.4M———
PCG Wealth Advisors, LLC
N/A—17,525-17,525-100%$1.4M———
Captrust Financial Advisors
N/A—17,469-17,469-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—17,439-17,439-100%$1.4M———
Arax Advisory Partners
N/A—17,314-17,314-100%$1.4M———
Stevens Capital Management LP
N/A—17,100-17,100-100%$1.4M———
Kickstand Ventures, Llc.
N/A—16,776-16,776-100%$1.4M———
AQR Capital Management LLC
N/A—16,526-16,526-100%$1.3M———
Mutual Advisors, LLC
N/A—16,451-16,451-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—16,107-16,107-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—15,989-15,989-100%$1.3M———
Osbon Capital Management LLC
N/A—15,556-15,556-100%$1.3M———
Blair William & Co
N/A—15,060-15,060-100%$1.2M———
Jaffetilchin Investment Partners, LLC
N/A—14,829-14,829-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—14,709-14,709-100%$1.2M———
Savvy Advisors, Inc.
N/A—14,137-14,137-100%$1.1M———
Greykasell Wealth Strategies, Inc.
N/A—13,674-13,674-100%$1.1M———
Cerity Partners LLC
N/A—12,946-12,946-100%$1.0M———
Zuckerman Investment Group, LLC
N/A—12,261-12,261-100%$990.9K———
Two Sigma Investments, LP
N/A—12,039-12,039-100%$973.0K———
WCG Wealth Advisors LLC
N/A—11,727-11,727-100%$947.8K———
Harbour Investments, Inc.
N/A—11,199-11,199-100%$905.1K———
Summit Financial, LLC
N/A—10,986-10,986-100%$887.9K———
Stephens Inc
N/A—10,896-10,896-100%$880.6K———
Regal Investment Advisors LLC
N/A—10,811-10,811-100%$873.7K———
Insigneo Advisory Services, LLC
N/A—10,785-10,785-100%$871.6K———
Kovack Advisors, Inc.
N/A—10,703-10,703-100%$874.0K———
Pathstone Holdings, LLC
N/A—10,535-10,535-100%$851.5K———
CreativeOne Wealth, LLC
N/A—10,480-10,480-100%$847.0K———
Intellus Advisors LLC
N/A—10,248-10,248-100%$828.2K———
Sierra Capital LLC
N/A—9,437-9,437-100%$762.7K———
White Knight Strategic Wealth Advisors, LLC
N/A—9,247-9,247-100%$747.3K———
Hanover Advisors Inc
N/A—9,150-9,150-100%$739.5K———
Venturi Wealth Management, LLC
N/A—8,800-8,800-100%$711.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—8,698-8,698-100%$702.1K———
Walleye Capital LLC
N/A—8,392-8,392-100%$678.2K———
Western Wealth Management, LLC
N/A—8,379-8,379-100%$677.2K———
Interactive Financial Advisors, Inc.
N/A—8,362-8,362-100%$667.8K———
Geneos Wealth Management Inc.
N/A—7,970-7,970-100%$644.2K———
Tower Research Capital LLC (TRC)
N/A—7,839-7,839-100%$633.5K———
SG Americas Securities, LLC
N/A—7,800-7,800-100%$630.0K———
Advyzon Investment Management, LLC
N/A—7,699-7,699-100%$622.2K———
Beacon Pointe Advisors, LLC
N/A—7,549-7,549-100%$610.1K———
Aptus Capital Advisors, LLC
N/A—7,538-7,538-100%$609.2K———
&partners
N/A—7,520-7,520-100%$607.8K———
Global Retirement Partners, LLC
N/A—7,419-7,419-100%$599.6K———
Prospect Financial Services LLC
N/A—7,331-7,331-100%$592.5K———
FMR LLC
N/A—6,843-6,843-100%$553.0K———
Headlands Technologies LLC
N/A—6,759-6,759-100%$546.3K———
Foundations Investment Advisors, LLC
N/A—6,758-6,758-100%$546.2K———
BFC Planning, Inc.
N/A—6,726-6,726-100%$543.6K———
LaSalle St. Investment Advisors, LLC
N/A—6,704-6,704-100%$541.8K———
IFG Advisory, LLC
N/A—6,683-6,683-100%$540.1K———
Glassman Wealth Services
N/A—6,648-6,648-100%$537.3K———
Pennington Partners & Co., LLC
N/A—6,589-6,589-100%$532.5K———
Caprock Group, LLC
N/A—6,565-6,565-100%$530.6K———
Range Advisory, LLC
N/A—6,539-6,539-100%$528.5K———
Marathon Trading Investment Management LLC
N/A—6,521-6,521-100%$527.0K———
Caption Management, LLC
N/A—6,500-6,500-100%$525.3K———
CIBC Bancorp USA Inc.
N/A—6,470-6,470-100%$522.9K———
Calton & Associates, Inc.
N/A—6,412-6,412-100%$518.2K———
Focus Partners Advisor Solutions, LLC
N/A—6,202-6,202-100%$501.3K———
Wealthspire Advisors, LLC
N/A—5,987-5,987-100%$483.9K———
Phillips Wealth Planners LLC
N/A—5,865-5,865-100%$476.2K———
Navis Wealth Advisors, LLC
N/A—5,778-5,778-100%$467.0K———
Safeguard Investment Advisory Group, LLC
N/A—5,706-5,706-100%$461.2K———
Betterment LLC
N/A—5,660-5,660-100%$457.0K———
Focus Partners Wealth
N/A—5,648-5,648-100%$456.5K———
Principal Securities, Inc.
N/A—5,644-5,644-100%$456.1K———
Marex Group Ltd
N/A—5,642-5,642-100%$456.0K———
Pinnacle Financial Partners, Inc.
N/A—5,581-5,581-100%$451.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,524-5,524-100%$446.4K———
Keating Financial Advisory Services, Inc.
N/A—5,443-5,443-100%$439.9K———
Sovereign Financial Group, Inc.
N/A—5,375-5,375-100%$434.4K———
Vigil Wealth Management, LLC
N/A—5,136-5,136-100%$415.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,013-5,013-100%$405.2K———
Forge Financial Services LLC
N/A—5,013-5,013-100%$405.2K———
Vestmark Advisory Solutions, Inc.
N/A—4,992-4,992-100%$403.5K———
Essex Financial Services, Inc.
N/A—4,726-4,726-100%$381.9K———
American Financial Advisors, LLC
N/A—4,674-4,674-100%$377.7K———
Rathbones Group PLC
N/A—4,655-4,655-100%$376.2K———
Waverly Advisors, LLC
N/A—4,649-4,649-100%$375.8K———
Fiduciary Financial Advisors
N/A—4,559-4,559-100%$368.6K———
Maridea Wealth Management LLC
N/A—4,555-4,555-100%$368.1K———
Compass Capital Corp
N/A—4,548-4,548-100%$368.3K———
Hopwood Nicholas Hunter
N/A—4,485-4,485-100%$362.5K———
One Capital Management, LLC
N/A—4,475-4,475-100%$302.5K———
AE Wealth Management LLC
N/A—4,472-4,472-100%$361.4K———
CacheTech Inc.
N/A—4,433-4,433-100%$358.3K———
Adams Wealth Management
N/A—4,433-4,433-100%$358.3K———
World Investment Advisors
N/A—4,426-4,426-100%$317.5K———
Quantinno Capital Management LP
N/A—4,384-4,384-100%$354.3K———
Houlihan Financial Resource Group, Ltd.
N/A—4,376-4,376-100%$353.7K———
Legacy Wealth Advisors, LLC
N/A—4,250-4,250-100%$343.5K———
Guardian Wealth Advisors, LLC / NC
N/A—4,214-4,214-100%$340.6K———
MAI Capital Management
N/A—4,180-4,180-100%$337.8K———
Moneta Group Investment Advisors LLC
N/A—4,172-4,172-100%$337.1K———
Silvercrest Asset Management Group LLC
N/A—4,159-4,159-100%$336.1K———
Centaurus Financial, Inc.
N/A—4,144-4,144-100%$335.0K———
Modern Wealth Management, LLC
N/A—4,134-4,134-100%$334.1K———
OneAscent Financial Services LLC
N/A—4,066-4,066-100%$328.6K———
HighPoint Advisor Group LLC
N/A—4,039-4,039-100%$326.4K———
CarsonAllaria Wealth Management, Ltd.
N/A—3,893-3,893-100%$314.7K———
Nuveen, LLC
N/A—3,853-3,853-100%$311.4K———
Retirement Planning Group, LLC / NY
N/A—3,823-3,823-100%$309.0K———
EP Wealth Advisors, LLC
N/A—3,722-3,722-100%$300.8K———
Atlantic Union Bankshares Corp
N/A—3,623-3,623-100%$292.8K———
J Hagan Capital, Inc.
N/A—3,602-3,602-100%$291.1K———
Reyl & Cie S.A.
N/A—3,505-3,505-100%$237.5K———
Ameritas Advisory Services, LLC
N/A—3,257-3,257-100%$263.2K———
Fortress Private Ledger, LLC
N/A—3,248-3,248-100%$262.5K———
Cloud Capital Management, LLC
N/A—3,190-3,190-100%$257.0K———
Integrity Financial Corp
N/A—3,129-3,129-100%$252.9K———
Transcend Capital Advisors, LLC
N/A—3,026-3,026-100%$244.6K———
SOA Wealth Advisors, Llc.
N/A—3,005-3,005-100%$242.9K———
Pacific SUN Financial Corp
N/A—2,955-2,955-100%$238.8K———
Fortis Capital Advisors, LLC
N/A—2,914-2,914-100%$235.5K———
Belpointe Asset Management LLC
N/A—2,914-2,914-100%$235.5K———
Edgestream Partners, L.P.
N/A—2,903-2,903-100%$234.6K———
Pinnacle Family Advisors, LLC
N/A—2,897-2,897-100%$234.1K———
Rothschild Investment LLC
N/A—2,840-2,840-100%$229.5K———
Bradley Foster & Sargent Inc
N/A—2,818-2,818-100%$227.7K———
Tocqueville Asset Management L.P.
N/A—2,800-2,800-100%$226.3K———
Garden State Investment Advisory Services LLC
N/A—2,756-2,756-100%$222.7K———
Marshall Investment Management, LLC
N/A—2,752-2,752-100%$222.4K———
Granite Bay Wealth Management, LLC
N/A—2,671-2,671-100%$216.0K———
Vident Advisory, LLC
N/A—2,653-2,653-100%$214.4K———
IEQ Capital, LLC
N/A—2,643-2,643-100%$213.6K———
AlphaGrep UK Ltd
N/A—2,590-2,590-100%$209.3K———
Wealthspire Retirement, LLC
N/A—2,551-2,551-100%$206.2K———
NewEdge Wealth, LLC
N/A—2,529-2,529-100%$204.4K———
Roundview Capital LLC
N/A—2,527-2,527-100%$204.2K———
Cladis Investment Advisory, LLC
N/A—2,525-2,525-100%$204.1K———
Requisite Capital Management, LLC
N/A—2,512-2,512-100%$203.0K———
Bayesian Capital Management, LP
N/A—2,500-2,500-100%$202.1K———
N.E.W. Advisory Services LLC
N/A—2,145-2,145-100%$173.4K———
Franklin Resources Inc
N/A—1,580-1,580-100%$127.6K———
Whittier Trust Co
N/A—1,447-1,447-100%$121.0K———
Oxford Financial Group, Ltd. LLC
N/A—1,417-1,417-100%$114.5K———
IMA Advisory Services, Inc.
N/A—1,395-1,395-100%$112.7K———
Boreal Capital Management LLC
N/A—1,292-1,292-100%$104.4K———
Tanglewood Legacy Advisors, LLC
N/A—1,220-1,220-100%$98.6K———
Consultiva Wealth Management, Corp.
N/A—1,091-1,091-100%$88.2K———
XP Advisory US, Inc.
N/A—1,006-1,006-100%$81.3K———
Graney & King, LLC
N/A—998-998-100%$80.7K———
Kilter Group LLC
N/A—936-936-100%$75.6K———
Copia Wealth Management
N/A—899-899-100%$72.7K———
Oakmont Advisory Group, LLC
N/A—814-814-100%$65.8K———
Prestige Wealth Management Group LLC
N/A—625-625-100%$50.5K———
Purpose Unlimited Inc.
N/A—611-611-100%$49.9K———
Banque Transatlantique SA
N/A—586-586-100%$45.3K———
Capital Analysts, LLC
N/A—488-488-100%$39———
Delta Asset Management LLC
N/A—480-480-100%$38.8K———
Smithfield Trust Co
N/A—424-424-100%$34.0K———
Philadelphia Investment Partners, LLC
N/A—409-409-100%$33.1K———
Ancora Advisors LLCA
N/A—396-396-100%$32.0K———
TD Capital Management LLC
N/A—391-391-100%$31.6K———
PlanVest Financial, Inc
N/A—386-386-100%$31.2K———
Glen Eagle Advisors, LLC
N/A—374-374-100%$30.2K———
Horizon Investments, LLC
N/A—363-363-100%$29.3K———
Caitlin John, LLC
N/A—315-315-100%$25.5K———
Allied Private Wealth LLC
N/A—300-300-100%$24.0K———
HHM Wealth Advisors, LLC
N/A—300-300-100%$24.2K———
Aventura Private Wealth, LLC
N/A—251-251-100%$20.3K———
Wellington-Altus USA Inc.
N/A—250-250-100%$16.9K———
Anchor Investment Management, LLC
N/A—250-250-100%$20.2K———
Horizon Bancorp Inc
N/A—240-240-100%$19.0K———
Coppell Advisory Solutions LLC
N/A—236-236-100%$555.3K———
Quent Capital, LLC
N/A—224-224-100%$18.1K———
Cary Street Partners Investment Advisory LLC
N/A—200-200-100%$16.2K———
WealthCollab, LLC
N/A—200-200-100%$16.2K———
Harborfront Financial Group LLC
N/A—196-196-100%$15.9K———
Strategic Investment Solutions, Inc.
N/A—160-160-100%$12.9K———
Mcguire Capital Advisors Inc
N/A—157-157-100%$12.7K———
Aberdeen Wealth Management LLC
N/A—155-155-100%$12.5K———
HM Payson & Co
N/A—150-150-100%$12.1K———
Bogart Wealth, LLC
N/A—140-140-100%$11.3K———
SHP Wealth Management
N/A—139-139-100%$11.2K———
Tidemark, LLC
N/A—138-138-100%$11.2K———
Dixon Mitchell Investment Counsel Inc.
N/A—127-127-100%$10.3K———
Financial Gravity Companies, Inc.
N/A—125-125-100%$10.1K———
Continuum Advisory, LLC
N/A—115-115-100%$9.3K———
C M Bidwell & Associates LTD
N/A—114-114-100%$9.2K———
Vanguard Advisers Inc
N/A—110-110-100%$8.9K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$8.1K———
UBS Asset Management Americas LLC
N/A—92-92-100%$7.4K———
BlackRock, Inc.
N/A—86-86-100%$6.9K———
Ameriflex Group, Inc.
N/A—86-86-100%$7.0K———
Vision Retirement, LLC
N/A—83-83-100%$6.7K———
Brown Brothers Harriman & Co
N/A—70-70-100%$5.7K———
Darwin Wealth Management, LLC
N/A—68-68-100%$5.6K———
Crews Bank & Trust
N/A—60-60-100%$4.8K———
Edmond de Rothschild Holding S.A.
N/A—55-55-100%$4.4K———
Vanguard National Trust Co
N/A—53-53-100%$4.3K———
Strive Financial Group,LLC
N/A—46-46-100%$3.7K———
Heritage Wealth Advisors
N/A—45-45-100%$3.6K———
Swan Capital LLC
N/A—35-35-100%$2.8K———
Bartlett & Co. Wealth Management LLC
N/A—30-30-100%$2.4K———
Ankerstar Wealth, LLC
N/A—30-30-100%$2.4K———
Nalls Sherbakoff Group, LLC
N/A—29-29-100%$2.3K———
VSM Wealth Advisory, LLC
N/A—25-25-100%$2.0K———
Smartleaf Asset Management LLC
N/A—24-24-100%$2.0K———
Imprint Wealth LLC
N/A—21-21-100%$1.7K———
Hantz Financial Services, Inc.
N/A—20-20-100%$2———
Highland Investment Advisors LLC
N/A—15-15-100%$1.2K———
Godfrey Financial Associates, Inc.
N/A—10-10-100%$808———
Bessemer Group Inc
N/A—9-9-100%$1———
Morse Asset Management, Inc
N/A—9-9-100%$727———
Roble, Belko & Company, Inc
N/A—7-7-100%$1———
CVA Family Office, LLC
N/A—5-5-100%$404———
Truvestments Capital LLC
N/A—3-3-100%$242———
Financial Life Planners
N/A—2-2-100%$166———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—1-1-100%$81———
Showing 692 of 692 institutions