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Alpha Architect 1-3 Mnth BOX (BOXX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,140,917 from 1,383,612
Change-242,695 (-18%)
Value$135.2M (-$27.3M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares512,889 from 570,946
Change-58,057 (-10%)
Value$60.7M (-$6.1M)
Filed 2026-11-02
True Wealth Design, LLC
DECREASED
Shares471,207 from 486,131
Change-14,924 (-3%)
Value$55.8M (-$1.1M)
Filed 2026-10-13
Almanack Investment Partners, Llc.
INCREASED
Shares444,995 from 82,999
Change+361,996 (+436%)
Value$52.7M (+$43.0M)
Filed 2026-11-03
Insight Advisors, LLC/ PA
DECREASED
Shares320,419 from 324,822
Change-4,403 (-1%)
Value$37.9M (-$99.0K)
Filed 2026-10-22
Whitcomb & Hess, Inc.
INCREASED
Shares288,954 from 273,047
Change+15,907 (+6%)
Value$34.2M (+$2.2M)
Filed 2026-10-07
Opus Capital Group, LLC
DECREASED
Shares282,572 from 305,968
Change-23,396 (-8%)
Value$33.5M (-$2.4M)
Filed 2026-10-30
Well Done, LLC
INCREASED
Shares268,764 from 141,915
Change+126,849 (+89%)
Value$31.8M (+$15.2M)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
INCREASED
Shares245,445 from 227,846
Change+17,599 (+8%)
Value$29.1M (+$2.4M)
Filed 2026-10-20
Elevatus Welath Management
INCREASED
Shares238,711 from 60,288
Change+178,423 (+296%)
Value$28.3M (+$21.2M)
Filed 2026-10-19
Peterson Wealth Advisors, LLC
INCREASED
Shares227,129 from 167,468
Change+59,661 (+36%)
Value$26.9M (+$7.3M)
Filed 2026-10-08
Pinion Investment Advisors, LLC
DECREASED
Shares214,977 from 248,506
Change-33,529 (-13%)
Value$25.5M (-$3.6M)
Filed 2026-11-04
Altium Capital Management LLC
NEW
Shares211,141
Change+211,141
Value$25.0M
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares206,836 from 206,411
Change+425 (+0%)
Value$24.5M (+$318.7K)
Filed 2026-10-08
Investment Planning Advisors, Inc.
INCREASED
Shares197,333 from 160,622
Change+36,711 (+23%)
Value$23.4M (+$4.6M)
Filed 2026-10-14
Compass Ion Advisors, LLC
INCREASED
Shares196,719 from 186,055
Change+10,664 (+6%)
Value$23.3M (+$1.5M)
Filed 2026-10-23
Avondale Wealth Management
DECREASED
Shares160,501 from 195,037
Change-34,536 (-18%)
Value$19.0M (-$3.8M)
Filed 2026-10-15
Castellan Group
DECREASED
Shares155,125 from 174,989
Change-19,864 (-11%)
Value$18.4M (-$2.1M)
Filed 2026-10-19
Commerce Advisors, LLC
INCREASED
Shares153,473 from 148,554
Change+4,919 (+3%)
Value$18.2M (+$775.6K)
Filed 2026-10-19
Gradient Investments LLC
INCREASED
Shares132,690 from 117,052
Change+15,638 (+13%)
Value$15.7M (+$2.0M)
Filed 2026-10-08
Kathmere Capital Management, LLC
INCREASED
Shares132,357 from 100,341
Change+32,016 (+32%)
Value$15.7M (+$3.9M)
Filed 2026-10-20
Allen Capital Group, LLC
DECREASED
Shares129,705 from 135,833
Change-6,128 (-5%)
Value$15.4M (-$548.9K)
Filed 2026-10-27
Altiora Financial Group, LLC
INCREASED
Shares124,515 from 113,970
Change+10,545 (+9%)
Value$14.7M (+$1.4M)
Filed 2026-11-04
Aerodigm Wealth, LLC
INCREASED
Shares119,323 from 75,996
Change+43,327 (+57%)
Value$14.1M (+$5.2M)
Filed 2026-10-16
Market Street Wealth Management Advisors LLC
NEW
Shares111,199
Change+111,199
Value$13.2M
Filed 2026-10-09
Longview Financial Advisors, Inc.
INCREASED
Shares101,500 from 94,746
Change+6,754 (+7%)
Value$12.0M (+$922.9K)
Filed 2026-10-09
WealthPlan Investment Management, LLC
DECREASED
Shares99,411 from 100,315
Change-904 (-1%)
Value$11.8M (+$23.4K)
Filed 2026-10-15
Innova Wealth Partners
INCREASED
Shares97,852 from 90,876
Change+6,976 (+8%)
Value$11.6M (+$944.0K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares97,312 from 106,186
Change-8,874 (-8%)
Value$11.5M (-$912.7K)
Filed 2026-10-08
Oasis Advisors, LLC
INCREASED
Shares84,879 from 9,334
Change+75,545 (+809%)
Value$10.0M (+$9.0M)
Filed 2026-10-16
Beacon Financial Group
DECREASED
Shares82,033 from 83,819
Change-1,786 (-2%)
Value$9.7M (-$102.5K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares79,562 from 41,026
Change+38,536 (+94%)
Value$9.4M (+$4.6M)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares77,011
Change+77,011
Value$9.1M
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares75,738 from 52,494
Change+23,244 (+44%)
Value$9.0M (+$2.8M)
Filed 2026-11-05
Able Wealth Management LLC
INCREASED
Shares73,018 from 71,163
Change+1,855 (+3%)
Value$8.6M (+$317.2K)
Filed 2026-10-13
Aspect Partners, LLC
DECREASED
Shares72,031 from 79,443
Change-7,412 (-9%)
Value$8.5M (-$774.2K)
Filed 2026-10-20
OceanIQ Capital, LLC
INCREASED
Shares71,918 from 65,276
Change+6,642 (+10%)
Value$8.5M (+$837.2K)
Filed 2026-10-19
Ferguson Shapiro LLC
DECREASED
Shares71,624 from 75,267
Change-3,643 (-5%)
Value$8.5M (-$333.5K)
Filed 2026-10-16
Weaver Consulting Group
DECREASED
Shares70,472 from 84,762
Change-14,290 (-17%)
Value$8.3M (-$1.6M)
Filed 2026-10-07
Cushing Capital Partners, LLC
INCREASED
Shares69,531 from 3,738
Change+65,793 (+1760%)
Value$8.2M (+$7.8M)
Filed 2026-10-20
Seed Wealth Management, Inc.
INCREASED
Shares68,509 from 59,735
Change+8,774 (+15%)
Value$8.1M (+$1.1M)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares62,964 from 53,170
Change+9,794 (+18%)
Value$7.5M (+$1.2M)
Filed 2026-10-15
Kings Path Partners LLC
INCREASED
Shares62,176 from 55,758
Change+6,418 (+12%)
Value$7.4M (+$832.3K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares61,701 from 27,584
Change+34,117 (+124%)
Value$7.3M (+$4.1M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares61,262 from 53,721
Change+7,541 (+14%)
Value$7.3M (+$962.6K)
Filed 2026-10-22
Freedom Day Solutions, LLC
INCREASED
Shares61,018 from 37,500
Change+23,518 (+63%)
Value$7.2M (+$2.8M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares58,394 from 13,453
Change+44,941 (+334%)
Value$6.9M (+$5.3M)
Filed 2026-11-02
Apeiron RIA LLC
DECREASED
Shares57,520 from 57,951
Change-431 (-1%)
Value$6.8M (+$24.9K)
Filed 2026-10-08
Quarry Hill Advisors, LLC
DECREASED
Shares56,984 from 57,345
Change-361 (-1%)
Value$6.7M (+$31.8K)
Filed 2026-11-04
Enzi Wealth
INCREASED
Shares54,969 from 49,447
Change+5,522 (+11%)
Value$6.5M (+$711.1K)
Filed 2026-10-14
Plan Group Financial, LLC
INCREASED
Shares53,198 from 33,549
Change+19,649 (+59%)
Value$6.3M (+$2.4M)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
INCREASED
Shares51,743 from 21,737
Change+30,006 (+138%)
Value$6.1M (+$3.6M)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares50,453 from 30
Change+50,423 (+168077%)
Value$6.0M (+$6.0M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares49,840 from 42,048
Change+7,792 (+19%)
Value$5.9M (+$977.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares49,299 from 59,399
Change-10,100 (-17%)
Value$5.8M (-$1.1M)
Filed 2026-11-02
Childress Capital Advisors, LLC
DECREASED
Shares46,150 from 53,990
Change-7,840 (-15%)
Value$5.5M (-$858.0K)
Filed 2026-10-28
TopTier Wealth Management, LLC
DECREASED
Shares45,337 from 47,192
Change-1,855 (-4%)
Value$5.4M (-$158.2K)
Filed 2026-10-16
Accurate Wealth Management, LLC
DECREASED
Shares45,192 from 53,675
Change-8,483 (-16%)
Value$5.4M (-$943.4K)
Filed 2026-10-20
SFI Advisors, LLC
INCREASED
Shares45,085 from 29,078
Change+16,007 (+55%)
Value$5.3M (+$1.9M)
Filed 2026-10-30
Client First Investment Management LLC
DECREASED
Shares44,354 from 154,198
Change-109,844 (-71%)
Value$5.3M (-$12.8M)
Filed 2026-10-09
Valen Private Capital, LLC
NEW
Shares44,057
Change+44,057
Value$5.2M
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares44,045 from 21,335
Change+22,710 (+106%)
Value$5.2M (+$2.7M)
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares43,358 from 43,358
Change0 (0%)
Value$5.1M (+$56.4K)
Filed 2026-11-05
Wealth Management Nebraska
DECREASED
Shares40,714 from 42,150
Change-1,436 (-3%)
Value$4.8M (-$128.6K)
Filed 2026-10-26
RHS Financial, LLC
DECREASED
Shares39,070 from 43,356
Change-4,286 (-10%)
Value$4.6M (-$451.1K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares38,150 from 16,150
Change+22,000 (+136%)
Value$4.5M (+$2.6M)
Filed 2026-10-16
Altium Investment Strategies LLC
INCREASED
Shares37,734 from 29,670
Change+8,064 (+27%)
Value$4.5M (+$990.5K)
Filed 2026-10-20
Pearl Planning LLC
DECREASED
Shares36,578 from 39,213
Change-2,635 (-7%)
Value$4.3M (-$261.0K)
Filed 2026-10-13
LifeGoal Investments, LLC
DECREASED
Shares35,759 from 54,112
Change-18,353 (-34%)
Value$4.2M (-$2.1M)
Filed 2026-10-09
Tcfg Investment Advisors, LLC
DECREASED
Shares35,599 from 36,659
Change-1,060 (-3%)
Value$4.2M (-$77.8K)
Filed 2026-10-20
Svrn Asset Management, LLC
INCREASED
Shares35,268 from 34,017
Change+1,251 (+4%)
Value$4.2M (+$192.3K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares34,931 from 35,163
Change-232 (-1%)
Value$4.2M (+$33.3K)
Filed 2026-11-04
Main Street Group, LTD
DECREASED
Shares32,270 from 32,295
Change-25 (0%)
Value$3.8M (+$39.0K)
Filed 2026-10-28
Stapp Wealth Management, Pllc
INCREASED
Shares31,559 from 23,903
Change+7,656 (+32%)
Value$3.7M (+$937.4K)
Filed 2026-10-15
Dynamic Financial Group
INCREASED
Shares30,494 from 21,507
Change+8,987 (+42%)
Value$3.6M (+$1.1M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares30,407 from 23,087
Change+7,320 (+32%)
Value$3.6M (+$896.6K)
Filed 2026-10-13
Friedenthal Financial
INCREASED
Shares29,199 from 29,155
Change+44 (+0%)
Value$3.5M (+$43.1K)
Filed 2026-10-27
Code Waechter LLC
INCREASED
Shares28,907 from 1,933
Change+26,974 (+1395%)
Value$3.4M (+$3.2M)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares28,521 from 56,801
Change-28,280 (-50%)
Value$3.4M (-$3.3M)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares27,852 from 15,638
Change+12,214 (+78%)
Value$3.3M (+$1.5M)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares27,672 from 66,708
Change-39,036 (-59%)
Value$3.3M (-$4.5M)
Filed 2026-10-20
Sherman Wealth Management LLC
INCREASED
Shares27,260 from 20,579
Change+6,681 (+32%)
Value$3.2M (+$817.7K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares27,211 from 26,236
Change+975 (+4%)
Value$3.2M (+$149.5K)
Filed 2026-10-22
Elevated Financial Group LLC
INCREASED
Shares27,040 from 21,517
Change+5,523 (+26%)
Value$3.2M (+$681.9K)
Filed 2026-10-16
Pacific Park Financial, Inc.
NEW
Shares26,182
Change+26,182
Value$3.1M
Filed 2026-10-13
Canvas Wealth Advisors, LLC
INCREASED
Shares22,875 from 10,250
Change+12,625 (+123%)
Value$2.7M (+$1.5M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares22,598 from 14,362
Change+8,236 (+57%)
Value$2.7M (+$993.7K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares22,307 from 21,890
Change+417 (+2%)
Value$2.6M (+$77.8K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares22,014 from 33,906
Change-11,892 (-35%)
Value$2.6M (-$1.4M)
Filed 2026-10-26
Ascentis Independent Advisors
INCREASED
Shares21,357 from 400
Change+20,957 (+5239%)
Value$2.5M (+$2.5M)
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares20,336 from 13,364
Change+6,972 (+52%)
Value$2.4M (+$842.7K)
Filed 2026-10-16
Integrity Investment Advisors, LLC
INCREASED
Shares20,193 from 14,718
Change+5,475 (+37%)
Value$2.4M (+$667.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares19,727 from 14,197
Change+5,530 (+39%)
Value$2.3M (+$673.2K)
Filed 2026-10-16
VestGen Advisors, LLC
NEW
Shares19,433
Change+19,433
Value$2.3M
Filed 2026-10-27
GK Wealth Management LLC
DECREASED
Shares19,366 from 27,855
Change-8,489 (-30%)
Value$2.3M (-$968.7K)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares19,028 from 21,422
Change-2,394 (-11%)
Value$2.3M (-$255.6K)
Filed 2026-10-15
IPG Investment Advisors LLC
DECREASED
Shares18,769 from 20,460
Change-1,691 (-8%)
Value$2.2M (-$173.6K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares18,645 from 18,741
Change-96 (-1%)
Value$2.2M (+$12.2K)
Filed 2026-10-16
BXM Wealth LLC
DECREASED
Shares18,080 from 21,090
Change-3,010 (-14%)
Value$2.1M (-$328.9K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares18,011 from 18,403
Change-392 (-2%)
Value$2.1M (-$22.5K)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares17,750 from 19,601
Change-1,851 (-9%)
Value$2.1M (-$193.7K)
Filed 2026-10-23
CPR Investments Inc.
INCREASED
Shares17,042 from 8,542
Change+8,500 (+100%)
Value$2.0M (+$1.0M)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares17,035 from 19,670
Change-2,635 (-13%)
Value$2.0M (-$286.0K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares16,888 from 19,482
Change-2,594 (-13%)
Value$2.0M (-$281.8K)
Filed 2026-10-28
IFS Advisors, LLC
NEW
Shares16,021
Change+16,021
Value$1.9M
Filed 2026-10-14
Fermata Advisors, LLC
INCREASED
Shares15,755 from 15,739
Change+16 (+0%)
Value$1.9M (+$22.4K)
Filed 2026-10-13
McMill Wealth Management
INCREASED
Shares15,522 from 7,837
Change+7,685 (+98%)
Value$1.8M (+$920.0K)
Filed 2026-11-05
Sowell Financial Services LLC
UNCHANGED
Shares15,255 from 15,255
Change0 (0%)
Value$1.8M (+$19.8K)
Filed 2026-10-23
Hofer & Associates. Inc
NEW
Shares14,663
Change+14,663
Value$1.7M
Filed 2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED
Shares14,663 from 14,663
Change0 (0%)
Value$1.7M (+$19.1K)
Filed 2026-10-14
Vestment Financial LLC
INCREASED
Shares14,594 from 13,864
Change+730 (+5%)
Value$1.7M (+$100.9K)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares13,001 from 8,628
Change+4,373 (+51%)
Value$1.5M (+$527.5K)
Filed 2026-10-09
Journey Advisory Group, LLC
DECREASED
Shares12,581 from 19,577
Change-6,996 (-36%)
Value$1.5M (-$802.8K)
Filed 2026-11-04
Redwood Family Wealth LLC
INCREASED
Shares12,472 from 12,458
Change+14 (+0%)
Value$1.5M (+$17.9K)
Filed 2026-10-20
Brighton Jones LLC
UNCHANGED
Shares12,227 from 12,227
Change0 (0%)
Value$1.4M (+$15.9K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares11,706 from 11,027
Change+679 (+6%)
Value$1.4M (+$94.7K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares11,432 from 9,949
Change+1,483 (+15%)
Value$1.4M (+$188.5K)
Filed 2026-11-03
Revisor Wealth Management LLC
DECREASED
Shares11,222 from 11,954
Change-732 (-6%)
Value$1.3M (-$69.7K)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
DECREASED
Shares10,728 from 10,864
Change-136 (-1%)
Value$1.3M (-$2.0K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares10,639 from 3,779
Change+6,860 (+182%)
Value$1.3M (+$817.1K)
Filed 2026-10-30
ETF Store, Inc.
DECREASED
Shares10,635 from 11,486
Change-851 (-7%)
Value$1.3M (-$85.8K)
Filed 2026-10-19
Professional Financial Advisors, LLC
INCREASED
Shares10,307 from 7,912
Change+2,395 (+30%)
Value$1.2M (+$293.8K)
Filed 2026-10-13
Transcendent Capital Group LLC
UNCHANGED
Shares10,249 from 10,249
Change0 (0%)
Value$1.2M (+$13.3K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
DECREASED
Shares10,001 from 105,665
Change-95,664 (-91%)
Value$1.2M (-$11.2M)
Filed 2026-10-19
James T. Borello RIA
DECREASED
Shares9,944 from 11,542
Change-1,598 (-14%)
Value$1.2M (-$174.2K)
Filed 2026-10-16
Independence Wealth Advisors, LLC
DECREASED
Shares9,915 from 10,505
Change-590 (-6%)
Value$1.2M (-$56.2K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares9,666 from 11,201
Change-1,535 (-14%)
Value$1.1M (-$167.2K)
Filed 2026-10-13
Straight Path Wealth Management
INCREASED
Shares9,050 from 7,574
Change+1,476 (+19%)
Value$1.1M (+$184.6K)
Filed 2026-10-23
Kure Advisory, LLC
INCREASED
Shares9,040 from 2,063
Change+6,977 (+338%)
Value$1.1M (+$828.7K)
Filed 2026-10-08
Sovran Advisors, LLC
INCREASED
Shares8,696 from 3,132
Change+5,564 (+178%)
Value$1.0M (+$664.8K)
Filed 2026-11-02
Birch Financial Group, LLC
UNCHANGED
Shares8,546 from 8,546
Change0 (0%)
Value$1.0M (+$11.1K)
Filed 2026-10-27
Claro Advisors Inc.
DECREASED
Shares8,130 from 8,225
Change-95 (-1%)
Value$962.5K (-$614)
Filed 2026-11-02
CLG LLC
INCREASED
Shares7,949 from 7,759
Change+190 (+2%)
Value$941.1K (+$32.6K)
Filed 2026-10-13
Paladin Wealth, LLC
INCREASED
Shares7,941 from 6,270
Change+1,671 (+27%)
Value$940.1K (+$206.0K)
Filed 2026-10-23
Jessup Wealth Management, Inc
UNCHANGED
Shares7,675 from 7,675
Change0 (0%)
Value$908.6K (+$10.0K)
Filed 2026-10-20
Goldenstone Wealth Management LLC
DECREASED
Shares7,530 from 13,214
Change-5,684 (-43%)
Value$891.5K (-$655.8K)
Filed 2026-11-04
Quantify Chaos Advisors, LLC
INCREASED
Shares7,311 from 6,451
Change+860 (+13%)
Value$865.5K (+$110.2K)
Filed 2026-11-04
Innovative Advisory Group, LLC
INCREASED
Shares7,154 from 1,744
Change+5,410 (+310%)
Value$847.0K (+$642.8K)
Filed 2026-10-13
Optivise Advisory Services LLC
DECREASED
Shares6,984 from 7,429
Change-445 (-6%)
Value$826.8K (-$43.1K)
Filed 2026-10-19
Parcion Private Wealth LLC
UNCHANGED
Shares6,945 from 6,945
Change0 (0%)
Value$822.2K (+$9.0K)
Filed 2026-10-28
RIA Advisory Group LLC
INCREASED
Shares6,840 from 3,771
Change+3,069 (+81%)
Value$809.8K (+$368.2K)
Filed 2026-10-15
Kane Co Wealth Management, Inc.
DECREASED
Shares6,777 from 6,802
Change-25 (0%)
Value$802.3K (+$5.9K)
Filed 2026-11-04
Trademark Financial Management, LLC
INCREASED
Shares6,726 from 4,251
Change+2,475 (+58%)
Value$796.3K (+$298.5K)
Filed 2026-10-23
Detalus Advisors, LLC
UNCHANGED
Shares6,274 from 6,274
Change0 (0%)
Value$742.8K (+$8.2K)
Filed 2026-10-15
Balance Wealth Partners LLC
INCREASED
Shares6,272 from 5,514
Change+758 (+14%)
Value$742.5K (+$96.9K)
Filed 2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED
Shares5,851 from 4,515
Change+1,336 (+30%)
Value$692.7K (+$164.0K)
Filed 2026-10-20
Archer Investment Corp
NEW
Shares5,695
Change+5,695
Value$674.2K
Filed 2026-11-05
Fiduciary Alliance LLC
INCREASED
Shares5,410 from 2,914
Change+2,496 (+86%)
Value$640.5K (+$299.3K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
INCREASED
Shares5,405 from 4,875
Change+530 (+11%)
Value$639.9K (+$69.1K)
Filed 2026-10-21
Soltis Investment Advisors LLC
NEW
Shares5,230
Change+5,230
Value$619.2K
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares4,842 from 4,842
Change0 (0%)
Value$573.3K (+$6.3K)
Filed 2026-10-20
FIG Financial Advisory Services Inc
INCREASED
Shares4,743 from 4,602
Change+141 (+3%)
Value$561.5K (+$22.6K)
Filed 2026-10-07
Formidable Asset Management, LLC
DECREASED
Shares4,673 from 4,759
Change-86 (-2%)
Value$547.2K (-$6.3K)
Filed 2026-11-03
TME Financial, Inc.
DECREASED
Shares4,652 from 4,668
Change-16 (0%)
Value$550.7K (+$4.2K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares4,385
Change+4,385
Value$519.1K
Filed 2026-10-28
Petros Family Wealth, LLC
NEW
Shares4,339
Change+4,339
Value$513.7K
Filed 2026-10-28
Motive Wealth Advisors
UNCHANGED
Shares4,285 from 4,285
Change0 (0%)
Value$507.3K (+$5.6K)
Filed 2026-10-26
SteelPeak Wealth, LLC
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$502.0K (+$5.5K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
UNCHANGED
Shares4,185 from 4,185
Change0 (0%)
Value$495.8K (+$5.3K)
Filed 2026-10-19
Harmony Asset Management LLC
INCREASED
Shares4,083 from 2,533
Change+1,550 (+61%)
Value$483.3K (+$186.8K)
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares4,008 from 3,915
Change+93 (+2%)
Value$474.5K (+$16.1K)
Filed 2026-11-05
E6 Portfolios, LLC
DECREASED
Shares3,921 from 4,144
Change-223 (-5%)
Value$464.2K (-$21.0K)
Filed 2026-10-26
55 North Private Wealth, LLC
DECREASED
Shares3,863 from 3,884
Change-21 (-1%)
Value$457.3K (+$2.6K)
Filed 2026-10-20
L.K. Benson & Company, P.C.
INCREASED
Shares3,860 from 3,628
Change+232 (+6%)
Value$457.0K (+$32.2K)
Filed 2026-10-23
Forum Financial Management, LP
UNCHANGED
Shares3,773 from 3,773
Change0 (0%)
Value$446.7K (+$4.9K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,763 from 4,705
Change-942 (-20%)
Value$445.5K (-$105.4K)
Filed 2026-10-23
Bauman Advisory Group, LLC
DECREASED
Shares3,644 from 3,758
Change-114 (-3%)
Value$431.4K (-$8.6K)
Filed 2026-10-29
Gateway Investment Advisers LLC
INCREASED
Shares3,632 from 1,794
Change+1,838 (+102%)
Value$430.0K (+$219.9K)
Filed 2026-10-13
Zega Investments, LLC
DECREASED
Shares3,627 from 8,627
Change-5,000 (-58%)
Value$429.4K (-$580.7K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares3,606 from 3,738
Change-132 (-4%)
Value$426.9K (-$10.8K)
Filed 2026-10-22
Worth Asset Management, LLC
NEW
Shares3,594
Change+3,594
Value$425.5K
Filed 2026-10-07
Concurrent Investment Advisors, LLC
UNCHANGED
Shares3,542 from 3,542
Change0 (0%)
Value$419.3K (+$4.6K)
Filed 2026-10-16
Leading Edge Financial Planning LLC
DECREASED
Shares3,097 from 3,115
Change-18 (-1%)
Value$366.7K (+$1.9K)
Filed 2026-10-23
Advisor Resource Council
INCREASED
Shares2,961 from 2,551
Change+410 (+16%)
Value$350.8K (+$51.7K)
Filed 2026-11-05
LVW Advisors, LLC
NEW
Shares2,902
Change+2,902
Value$343.6K
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,857 from 3,268
Change-411 (-13%)
Value$338.2K (-$44.4K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
UNCHANGED
Shares2,846 from 2,846
Change0 (0%)
Value$336.9K (+$3.7K)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares2,771 from 2,771
Change0 (0%)
Value$328.1K (+$3.6K)
Filed 2026-11-04
New Perspectives, Inc
UNCHANGED
Shares2,761 from 2,761
Change0 (0%)
Value$326.9K (+$3.6K)
Filed 2026-10-14
Yoder Wealth Management, Inc.
NEW
Shares2,727
Change+2,727
Value$322.9K
Filed 2026-10-13
Ritholtz Wealth Management
NEW
Shares2,611
Change+2,611
Value$309.1K
Filed 2026-11-05
Sound Income Strategies, LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$309.2K (+$3.6K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$307.8K (+$3.4K)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED
Shares2,589 from 4,808
Change-2,219 (-46%)
Value$306.5K (-$256.5K)
Filed 2026-10-30
Revolve Wealth Partners, LLC
DECREASED
Shares2,580 from 26,053
Change-23,473 (-90%)
Value$305.4K (-$2.7M)
Filed 2026-10-23
One Way Holdings LLC
NEW
Shares2,573
Change+2,573
Value$304.6K
Filed 2026-10-29
Bayshore Capital Advisors, LLC
NEW
Shares2,550
Change+2,550
Value$301.9K
Filed 2026-11-02
Purewater Capital LLC
NEW
Shares2,538
Change+2,538
Value$300.4K
Filed 2026-10-23
Wavvest Wealth LLC
NEW
Shares2,493
Change+2,493
Value$295.2K
Filed 2026-10-21
MKT Advisors LLC
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$295.3K (+$3.0K)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
NEW
Shares2,440
Change+2,440
Value$288.9K
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
NEW
Shares2,435
Change+2,435
Value$288.3K
Filed 2026-11-04
OFS Enterprise LLC
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$283.1K (+$3.1K)
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares2,388
Change+2,388
Value$282.7K
Filed 2026-11-04
Innealta Capital, LLC
DECREASED
Shares2,255 from 8,461
Change-6,206 (-73%)
Value$267.0K (-$723.7K)
Filed 2026-11-02
GoalVest Advisory LLC
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$266.3K (+$2.9K)
Filed 2026-10-02
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$260.5K (+$2.9K)
Filed 2026-10-09
Abacus Wealth Partners, LLC
DECREASED
Shares2,000 from 4,099
Change-2,099 (-51%)
Value$236.8K (-$243.2K)
Filed 2026-11-03
T3 Companies, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$236.8K (+$2.6K)
Filed 2026-10-22
Modera Wealth Management, LLC
NEW
Shares1,983
Change+1,983
Value$234.8K
Filed 2026-10-28
Penney Financial, LLC
NEW
Shares1,900
Change+1,900
Value$224.9K
Filed 2026-10-20
Naples Global Advisors, LLC
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$214.7K (+$2.4K)
Filed 2026-11-05
Berman McAleer LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$210.7K (+$2.3K)
Filed 2026-10-16
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares1,750 from 1,800
Change-50 (-3%)
Value$207.2K (-$3.6K)
Filed 2026-10-16
Oppenheimer & Co Inc
NEW
Shares1,690
Change+1,690
Value$200.1K
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$165.7K (+$1.8K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$95.0K (+$1.0K)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares700
Change+700
Value$82.9K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$64.2K (+$704)
Filed 2026-10-27
AlphaCore Capital LLC
NEW
Shares524
Change+524
Value$62.0K
Filed 2026-11-04
Markowski Investments
NEW
Shares300
Change+300
Value$35.5K
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares141 from 152
Change-11 (-7%)
Value$16.7K (-$1.1K)
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares116 from 32,130
Change-32,014 (-100%)
Value$13.7K (-$3.7M)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (+$15)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
NEW
Shares3
Change+3
Value$356
Filed 2026-11-03
Vise Technologies, Inc.
CLOSED
Shares0 from 52,809
Change-52,809 (-100%)
Value$0 (-$6.2M)
Filed 2026-10-29
Mather Group, Llc.
CLOSED
Shares0 from 50,392
Change-50,392 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-14
Nicholas Wealth, Llc.
CLOSED
Shares0 from 21,326
Change-21,326 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
XY Planning Network, Inc.
CLOSED
Shares0 from 20,258
Change-20,258 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-14
Vontobel Holding Ltd.
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
CLOSED
Shares0 from 8,533
Change-8,533 (-100%)
Value$0 (-$999.1K)
Filed 2026-10-13
Evolution Wealth Management Inc.
CLOSED
Shares0 from 8,401
Change-8,401 (-100%)
Value$0 (-$983.7K)
Filed 2026-10-28
Root Financial Partners, LLC
CLOSED
Shares0 from 8,275
Change-8,275 (-100%)
Value$0 (-$968.9K)
Filed 2026-10-21
Peak Financial Advisors LLC
CLOSED
Shares0 from 6,545
Change-6,545 (-100%)
Value$0 (-$766.4K)
Filed 2026-10-28
46 Peaks LLC
CLOSED
Shares0 from 5,254
Change-5,254 (-100%)
Value$0 (-$615.2K)
Filed 2026-11-03
Lido Advisors, LLC
CLOSED
Shares0 from 4,302
Change-4,302 (-100%)
Value$0 (-$503.8K)
Filed 2026-11-04
Krilogy Financial LLC
CLOSED
Shares0 from 3,291
Change-3,291 (-100%)
Value$0 (-$385.3K)
Filed 2026-10-13
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,468
Change-2,468 (-100%)
Value$0 (-$289.0K)
Filed 2026-11-05
StoneX Group Inc.
CLOSED
Shares0 from 2,291
Change-2,291 (-100%)
Value$0 (-$267.8K)
Filed 2026-11-03
Parallel Advisors, LLC
CLOSED
Shares0 from 1,794
Change-1,794 (-100%)
Value$0 (-$210.1K)
Filed 2026-11-03
Retirement Financial Solutions, LLC
CLOSED
Shares0 from 1,723
Change-1,723 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$129.3K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$117.1K)
Filed 2026-10-20
Empowered Funds, LLC
N/A
Shares— from 923,075
Change-923,075 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 695,000
Change-695,000 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 498,481
Change-498,481 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 455,745
Change-455,745 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 393,332
Change-393,332 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 356,588
Change-356,588 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 337,125
Change-337,125 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 306,987
Change-306,987 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 296,913
Change-296,913 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 265,727
Change-265,727 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 244,873
Change-244,873 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 230,369
Change-230,369 (-100%)
Value—
Kalehua Capital Management LLC
N/A
Shares— from 226,188
Change-226,188 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 222,040
Change-222,040 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 153,499
Change-153,499 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 152,407
Change-152,407 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 151,391
Change-151,391 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 142,919
Change-142,919 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 139,132
Change-139,132 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 138,152
Change-138,152 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 123,714
Change-123,714 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 104,649
Change-104,649 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 103,632
Change-103,632 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 103,165
Change-103,165 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 101,064
Change-101,064 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 100,790
Change-100,790 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 98,917
Change-98,917 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 98,406
Change-98,406 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 97,552
Change-97,552 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 85,693
Change-85,693 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 85,235
Change-85,235 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Nwam LLC
N/A
Shares— from 79,155
Change-79,155 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 73,753
Change-73,753 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 69,359
Change-69,359 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 68,589
Change-68,589 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 66,525
Change-66,525 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 65,868
Change-65,868 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 65,770
Change-65,770 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 65,644
Change-65,644 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 63,886
Change-63,886 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 63,700
Change-63,700 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,359
Change-61,359 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 61,358
Change-61,358 (-100%)
Value—
Invst, LLC
N/A
Shares— from 61,326
Change-61,326 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 57,519
Change-57,519 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,262
Change-56,262 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 54,778
Change-54,778 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 53,128
Change-53,128 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 52,605
Change-52,605 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,022
Change-51,022 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 49,922
Change-49,922 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 49,857
Change-49,857 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 47,000
Change-47,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 46,877
Change-46,877 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 45,253
Change-45,253 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 35,600
Change-35,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,301
Change-35,301 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 34,302
Change-34,302 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,768
Change-33,768 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 32,424
Change-32,424 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 31,588
Change-31,588 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 30,458
Change-30,458 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 30,374
Change-30,374 (-100%)
Value—
&partners
N/A
Shares— from 27,662
Change-27,662 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 26,020
Change-26,020 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 25,579
Change-25,579 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,169
Change-25,169 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 24,193
Change-24,193 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 22,880
Change-22,880 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 22,597
Change-22,597 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 22,086
Change-22,086 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,034
Change-20,034 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 19,850
Change-19,850 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 19,393
Change-19,393 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 19,374
Change-19,374 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 19,353
Change-19,353 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,310
Change-19,310 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 18,709
Change-18,709 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 17,012
Change-17,012 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 16,468
Change-16,468 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 15,641
Change-15,641 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 15,237
Change-15,237 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,122
Change-15,122 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,718
Change-14,718 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,495
Change-13,495 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 11,556
Change-11,556 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 11,382
Change-11,382 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 11,160
Change-11,160 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 11,008
Change-11,008 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,998
Change-9,998 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,341
Change-9,341 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,819
Change-8,819 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 8,332
Change-8,332 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 7,940
Change-7,940 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,622
Change-7,622 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 963
Change-963 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 267
Change-267 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 254
Change-254 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 253
Change-253 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 161
Change-161 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 42
Change-42 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
DECREASED1,140,9171,383,612-242,695-18%$162.4M$135.2M-$27.3M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED512,889570,946-58,057-10%$66.9M$60.7M-$6.1M2026-11-02
True Wealth Design, LLC
DECREASED471,207486,131-14,924-3%$56.9M$55.8M-$1.1M2026-10-13
Almanack Investment Partners, Llc.
INCREASED444,99582,999+361,996+436%$9.7M$52.7M+$43.0M2026-11-03
Insight Advisors, LLC/ PA
DECREASED320,419324,822-4,403-1%$38.0M$37.9M-$99.0K2026-10-22
Whitcomb & Hess, Inc.
INCREASED288,954273,047+15,907+6%$32.0M$34.2M+$2.2M2026-10-07
Opus Capital Group, LLC
DECREASED282,572305,968-23,396-8%$35.8M$33.5M-$2.4M2026-10-30
Well Done, LLC
INCREASED268,764141,915+126,849+89%$16.6M$31.8M+$15.2M2026-10-20
Amplius Wealth Advisors, LLC
INCREASED245,445227,846+17,599+8%$26.7M$29.1M+$2.4M2026-10-20
Elevatus Welath Management
INCREASED238,71160,288+178,423+296%$7.1M$28.3M+$21.2M2026-10-19
Peterson Wealth Advisors, LLC
INCREASED227,129167,468+59,661+36%$19.6M$26.9M+$7.3M2026-10-08
Pinion Investment Advisors, LLC
DECREASED214,977248,506-33,529-13%$29.1M$25.5M-$3.6M2026-11-04
Altium Capital Management LLC
NEW211,141—+211,141——$25.0M—2026-11-04
Titleist Asset Management, LLC
INCREASED206,836206,411+425+0%$24.2M$24.5M+$318.7K2026-10-08
Investment Planning Advisors, Inc.
INCREASED197,333160,622+36,711+23%$18.8M$23.4M+$4.6M2026-10-14
Compass Ion Advisors, LLC
INCREASED196,719186,055+10,664+6%$21.8M$23.3M+$1.5M2026-10-23
Avondale Wealth Management
DECREASED160,501195,037-34,536-18%$22.8M$19.0M-$3.8M2026-10-15
Castellan Group
DECREASED155,125174,989-19,864-11%$20.5M$18.4M-$2.1M2026-10-19
Commerce Advisors, LLC
INCREASED153,473148,554+4,919+3%$17.4M$18.2M+$775.6K2026-10-19
Gradient Investments LLC
INCREASED132,690117,052+15,638+13%$13.7M$15.7M+$2.0M2026-10-08
Kathmere Capital Management, LLC
INCREASED132,357100,341+32,016+32%$11.7M$15.7M+$3.9M2026-10-20
Allen Capital Group, LLC
DECREASED129,705135,833-6,128-5%$15.9M$15.4M-$548.9K2026-10-27
Altiora Financial Group, LLC
INCREASED124,515113,970+10,545+9%$13.3M$14.7M+$1.4M2026-11-04
Aerodigm Wealth, LLC
INCREASED119,32375,996+43,327+57%$8.9M$14.1M+$5.2M2026-10-16
Market Street Wealth Management Advisors LLC
NEW111,199—+111,199——$13.2M—2026-10-09
Longview Financial Advisors, Inc.
INCREASED101,50094,746+6,754+7%$11.1M$12.0M+$922.9K2026-10-09
WealthPlan Investment Management, LLC
DECREASED99,411100,315-904-1%$11.7M$11.8M+$23.4K2026-10-15
Innova Wealth Partners
INCREASED97,85290,876+6,976+8%$10.6M$11.6M+$944.0K2026-10-21
Farther Finance Advisors, LLC
DECREASED97,312106,186-8,874-8%$12.4M$11.5M-$912.7K2026-10-08
Oasis Advisors, LLC
INCREASED84,8799,334+75,545+809%$1.1M$10.0M+$9.0M2026-10-16
Beacon Financial Group
DECREASED82,03383,819-1,786-2%$9.8M$9.7M-$102.5K2026-10-19
Chicago Partners Investment Group LLC
INCREASED79,56241,026+38,536+94%$4.8M$9.4M+$4.6M2026-10-27
UMB Private Wealth Management, LLC
NEW77,011—+77,011——$9.1M—2026-10-19
Thrivent Financial for Lutherans
INCREASED75,73852,494+23,244+44%$6.1M$9.0M+$2.8M2026-11-05
Able Wealth Management LLC
INCREASED73,01871,163+1,855+3%$8.3M$8.6M+$317.2K2026-10-13
Aspect Partners, LLC
DECREASED72,03179,443-7,412-9%$9.3M$8.5M-$774.2K2026-10-20
OceanIQ Capital, LLC
INCREASED71,91865,276+6,642+10%$7.7M$8.5M+$837.2K2026-10-19
Ferguson Shapiro LLC
DECREASED71,62475,267-3,643-5%$8.8M$8.5M-$333.5K2026-10-16
Weaver Consulting Group
DECREASED70,47284,762-14,290-17%$9.9M$8.3M-$1.6M2026-10-07
Cushing Capital Partners, LLC
INCREASED69,5313,738+65,793+1760%$437.7K$8.2M+$7.8M2026-10-20
Seed Wealth Management, Inc.
INCREASED68,50959,735+8,774+15%$7.0M$8.1M+$1.1M2026-10-20
Moisand Fitzgerald Tamayo, LLC
INCREASED62,96453,170+9,794+18%$6.2M$7.5M+$1.2M2026-10-15
Kings Path Partners LLC
INCREASED62,17655,758+6,418+12%$6.5M$7.4M+$832.3K2026-10-21
Creative Financial Designs Inc
INCREASED61,70127,584+34,117+124%$3.2M$7.3M+$4.1M2026-11-04
Brookstone Capital Management
INCREASED61,26253,721+7,541+14%$6.3M$7.3M+$962.6K2026-10-22
Freedom Day Solutions, LLC
INCREASED61,01837,500+23,518+63%$4.4M$7.2M+$2.8M2026-10-20
Creative Planning
INCREASED58,39413,453+44,941+334%$1.6M$6.9M+$5.3M2026-11-02
Apeiron RIA LLC
DECREASED57,52057,951-431-1%$6.8M$6.8M+$24.9K2026-10-08
Quarry Hill Advisors, LLC
DECREASED56,98457,345-361-1%$6.7M$6.7M+$31.8K2026-11-04
Enzi Wealth
INCREASED54,96949,447+5,522+11%$5.8M$6.5M+$711.1K2026-10-14
Plan Group Financial, LLC
INCREASED53,19833,549+19,649+59%$3.9M$6.3M+$2.4M2026-10-22
Voisard Asset Management Group, Inc.
INCREASED51,74321,737+30,006+138%$2.5M$6.1M+$3.6M2026-10-13
Signaturefd, LLC
INCREASED50,45330+50,423+168077%$3.5K$6.0M+$6.0M2026-10-23
Kestra Advisory Services, LLC
INCREASED49,84042,048+7,792+19%$4.9M$5.9M+$977.2K2026-11-02
Commonwealth Equity Services, LLC
DECREASED49,29959,399-10,100-17%$7.0M$5.8M-$1.1M2026-11-02
Childress Capital Advisors, LLC
DECREASED46,15053,990-7,840-15%$6.3M$5.5M-$858.0K2026-10-28
TopTier Wealth Management, LLC
DECREASED45,33747,192-1,855-4%$5.5M$5.4M-$158.2K2026-10-16
Accurate Wealth Management, LLC
DECREASED45,19253,675-8,483-16%$6.3M$5.4M-$943.4K2026-10-20
SFI Advisors, LLC
INCREASED45,08529,078+16,007+55%$3.4M$5.3M+$1.9M2026-10-30
Client First Investment Management LLC
DECREASED44,354154,198-109,844-71%$18.1M$5.3M-$12.8M2026-10-09
Valen Private Capital, LLC
NEW44,057—+44,057——$5.2M—2026-10-23
Kestra Private Wealth Services, LLC
INCREASED44,04521,335+22,710+106%$2.5M$5.2M+$2.7M2026-10-30
US Bancorp \de\
UNCHANGED43,35843,35800%$5.1M$5.1M+$56.4K2026-11-05
Wealth Management Nebraska
DECREASED40,71442,150-1,436-3%$4.9M$4.8M-$128.6K2026-10-26
RHS Financial, LLC
DECREASED39,07043,356-4,286-10%$5.1M$4.6M-$451.1K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED38,15016,150+22,000+136%$1.9M$4.5M+$2.6M2026-10-16
Altium Investment Strategies LLC
INCREASED37,73429,670+8,064+27%$3.5M$4.5M+$990.5K2026-10-20
Pearl Planning LLC
DECREASED36,57839,213-2,635-7%$4.6M$4.3M-$261.0K2026-10-13
LifeGoal Investments, LLC
DECREASED35,75954,112-18,353-34%$6.3M$4.2M-$2.1M2026-10-09
Tcfg Investment Advisors, LLC
DECREASED35,59936,659-1,060-3%$4.3M$4.2M-$77.8K2026-10-20
Svrn Asset Management, LLC
INCREASED35,26834,017+1,251+4%$4.0M$4.2M+$192.3K2026-11-02
Prospera Financial Services Inc
DECREASED34,93135,163-232-1%$4.1M$4.2M+$33.3K2026-11-04
Main Street Group, LTD
DECREASED32,27032,295-250%$3.8M$3.8M+$39.0K2026-10-28
Stapp Wealth Management, Pllc
INCREASED31,55923,903+7,656+32%$2.8M$3.7M+$937.4K2026-10-15
Dynamic Financial Group
INCREASED30,49421,507+8,987+42%$2.5M$3.6M+$1.1M2026-10-28
Dynamic Advisor Solutions LLC
INCREASED30,40723,087+7,320+32%$2.7M$3.6M+$896.6K2026-10-13
Friedenthal Financial
INCREASED29,19929,155+44+0%$3.4M$3.5M+$43.1K2026-10-27
Code Waechter LLC
INCREASED28,9071,933+26,974+1395%$226.3K$3.4M+$3.2M2026-10-23
D.A. Davidson & Co.
DECREASED28,52156,801-28,280-50%$6.7M$3.4M-$3.3M2026-10-28
Meridian Wealth Management, LLC
INCREASED27,85215,638+12,214+78%$1.8M$3.3M+$1.5M2026-11-05
Commonwealth Financial Services, LLC
DECREASED27,67266,708-39,036-59%$7.8M$3.3M-$4.5M2026-10-20
Sherman Wealth Management LLC
INCREASED27,26020,579+6,681+32%$2.4M$3.2M+$817.7K2026-10-16
Perigon Wealth Management, LLC
INCREASED27,21126,236+975+4%$3.1M$3.2M+$149.5K2026-10-22
Elevated Financial Group LLC
INCREASED27,04021,517+5,523+26%$2.5M$3.2M+$681.9K2026-10-16
Pacific Park Financial, Inc.
NEW26,182—+26,182——$3.1M—2026-10-13
Canvas Wealth Advisors, LLC
INCREASED22,87510,250+12,625+123%$1.2M$2.7M+$1.5M2026-11-02
Axxcess Wealth Management, LLC
INCREASED22,59814,362+8,236+57%$1.7M$2.7M+$993.7K2026-10-21
Focus Financial Network, Inc.
INCREASED22,30721,890+417+2%$2.6M$2.6M+$77.8K2026-10-14
Triad Wealth Partners, LLC
DECREASED22,01433,906-11,892-35%$4.0M$2.6M-$1.4M2026-10-26
Ascentis Independent Advisors
INCREASED21,357400+20,957+5239%$46.8K$2.5M+$2.5M2026-11-03
Encompass More Asset Management
INCREASED20,33613,364+6,972+52%$1.6M$2.4M+$842.7K2026-10-16
Integrity Investment Advisors, LLC
INCREASED20,19314,718+5,475+37%$1.7M$2.4M+$667.3K2026-11-03
IFP Advisors, Inc
INCREASED19,72714,197+5,530+39%$1.7M$2.3M+$673.2K2026-10-16
VestGen Advisors, LLC
NEW19,433—+19,433——$2.3M—2026-10-27
GK Wealth Management LLC
DECREASED19,36627,855-8,489-30%$3.3M$2.3M-$968.7K2026-10-09
Atria Investments, Inc
DECREASED19,02821,422-2,394-11%$2.5M$2.3M-$255.6K2026-10-15
IPG Investment Advisors LLC
DECREASED18,76920,460-1,691-8%$2.4M$2.2M-$173.6K2026-10-30
TD Waterhouse Canada Inc.
DECREASED18,64518,741-96-1%$2.2M$2.2M+$12.2K2026-10-16
BXM Wealth LLC
DECREASED18,08021,090-3,010-14%$2.5M$2.1M-$328.9K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED18,01118,403-392-2%$2.2M$2.1M-$22.5K2026-10-21
HB Wealth Management, LLC
DECREASED17,75019,601-1,851-9%$2.3M$2.1M-$193.7K2026-10-23
CPR Investments Inc.
INCREASED17,0428,542+8,500+100%$1.0M$2.0M+$1.0M2026-10-26
Wedbush Securities Inc
DECREASED17,03519,670-2,635-13%$2.3M$2.0M-$286.0K2026-10-22
MGO One Seven LLC
DECREASED16,88819,482-2,594-13%$2.3M$2.0M-$281.8K2026-10-28
IFS Advisors, LLC
NEW16,021—+16,021——$1.9M—2026-10-14
Fermata Advisors, LLC
INCREASED15,75515,739+16+0%$1.8M$1.9M+$22.4K2026-10-13
McMill Wealth Management
INCREASED15,5227,837+7,685+98%$917.6K$1.8M+$920.0K2026-11-05
Sowell Financial Services LLC
UNCHANGED15,25515,25500%$1.8M$1.8M+$19.8K2026-10-23
Hofer & Associates. Inc
NEW14,663—+14,663——$1.7M—2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED14,66314,66300%$1.7M$1.7M+$19.1K2026-10-14
Vestment Financial LLC
INCREASED14,59413,864+730+5%$1.6M$1.7M+$100.9K2026-10-13
Wedmont Private Capital
INCREASED13,0018,628+4,373+51%$1.0M$1.5M+$527.5K2026-10-09
Journey Advisory Group, LLC
DECREASED12,58119,577-6,996-36%$2.3M$1.5M-$802.8K2026-11-04
Redwood Family Wealth LLC
INCREASED12,47212,458+14+0%$1.5M$1.5M+$17.9K2026-10-20
Brighton Jones LLC
UNCHANGED12,22712,22700%$1.4M$1.4M+$15.9K2026-11-03
United Advisor Group, LLC
INCREASED11,70611,027+679+6%$1.3M$1.4M+$94.7K2026-11-03
RFG Advisory, LLC
INCREASED11,4329,949+1,483+15%$1.2M$1.4M+$188.5K2026-11-03
Revisor Wealth Management LLC
DECREASED11,22211,954-732-6%$1.4M$1.3M-$69.7K2026-10-20
Continuum Wealth Advisors, LLC
DECREASED10,72810,864-136-1%$1.3M$1.3M-$2.0K2026-10-20
Truist Financial Corp
INCREASED10,6393,779+6,860+182%$442.5K$1.3M+$817.1K2026-10-30
ETF Store, Inc.
DECREASED10,63511,486-851-7%$1.3M$1.3M-$85.8K2026-10-19
Professional Financial Advisors, LLC
INCREASED10,3077,912+2,395+30%$926.4K$1.2M+$293.8K2026-10-13
Transcendent Capital Group LLC
UNCHANGED10,24910,24900%$1.2M$1.2M+$13.3K2026-10-28
Teamwork Financial Advisors, LLC
DECREASED10,001105,665-95,664-91%$12.4M$1.2M-$11.2M2026-10-19
James T. Borello RIA
DECREASED9,94411,542-1,598-14%$1.4M$1.2M-$174.2K2026-10-16
Independence Wealth Advisors, LLC
DECREASED9,91510,505-590-6%$1.2M$1.2M-$56.2K2026-10-29
Independent Financial Group, LLC
DECREASED9,66611,201-1,535-14%$1.3M$1.1M-$167.2K2026-10-13
Straight Path Wealth Management
INCREASED9,0507,574+1,476+19%$886.8K$1.1M+$184.6K2026-10-23
Kure Advisory, LLC
INCREASED9,0402,063+6,977+338%$241.6K$1.1M+$828.7K2026-10-08
Sovran Advisors, LLC
INCREASED8,6963,132+5,564+178%$368.3K$1.0M+$664.8K2026-11-02
Birch Financial Group, LLC
UNCHANGED8,5468,54600%$1.0M$1.0M+$11.1K2026-10-27
Claro Advisors Inc.
DECREASED8,1308,225-95-1%$963.1K$962.5K-$6142026-11-02
CLG LLC
INCREASED7,9497,759+190+2%$908.5K$941.1K+$32.6K2026-10-13
Paladin Wealth, LLC
INCREASED7,9416,270+1,671+27%$734.2K$940.1K+$206.0K2026-10-23
Jessup Wealth Management, Inc
UNCHANGED7,6757,67500%$898.7K$908.6K+$10.0K2026-10-20
Goldenstone Wealth Management LLC
DECREASED7,53013,214-5,684-43%$1.5M$891.5K-$655.8K2026-11-04
Quantify Chaos Advisors, LLC
INCREASED7,3116,451+860+13%$755.3K$865.5K+$110.2K2026-11-04
Innovative Advisory Group, LLC
INCREASED7,1541,744+5,410+310%$204.2K$847.0K+$642.8K2026-10-13
Optivise Advisory Services LLC
DECREASED6,9847,429-445-6%$869.9K$826.8K-$43.1K2026-10-19
Parcion Private Wealth LLC
UNCHANGED6,9456,94500%$813.2K$822.2K+$9.0K2026-10-28
RIA Advisory Group LLC
INCREASED6,8403,771+3,069+81%$441.5K$809.8K+$368.2K2026-10-15
Kane Co Wealth Management, Inc.
DECREASED6,7776,802-250%$796.4K$802.3K+$5.9K2026-11-04
Trademark Financial Management, LLC
INCREASED6,7264,251+2,475+58%$497.8K$796.3K+$298.5K2026-10-23
Detalus Advisors, LLC
UNCHANGED6,2746,27400%$734.6K$742.8K+$8.2K2026-10-15
Balance Wealth Partners LLC
INCREASED6,2725,514+758+14%$645.7K$742.5K+$96.9K2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED5,8514,515+1,336+30%$528.7K$692.7K+$164.0K2026-10-20
Archer Investment Corp
NEW5,695—+5,695——$674.2K—2026-11-05
Fiduciary Alliance LLC
INCREASED5,4102,914+2,496+86%$341.2K$640.5K+$299.3K2026-10-13
Cardinal Point Capital Management ULC
INCREASED5,4054,875+530+11%$570.8K$639.9K+$69.1K2026-10-21
Soltis Investment Advisors LLC
NEW5,230—+5,230——$619.2K—2026-10-28
Relyea Zuckerberg Hanson LLC
UNCHANGED4,8424,84200%$567.0K$573.3K+$6.3K2026-10-20
FIG Financial Advisory Services Inc
INCREASED4,7434,602+141+3%$538.9K$561.5K+$22.6K2026-10-07
Formidable Asset Management, LLC
DECREASED4,6734,759-86-2%$553.4K$547.2K-$6.3K2026-11-03
TME Financial, Inc.
DECREASED4,6524,668-160%$546.5K$550.7K+$4.2K2026-10-14
Partners Wealth Management, LLC
NEW4,385—+4,385——$519.1K—2026-10-28
Petros Family Wealth, LLC
NEW4,339—+4,339——$513.7K—2026-10-28
Motive Wealth Advisors
UNCHANGED4,2854,28500%$501.7K$507.3K+$5.6K2026-10-26
SteelPeak Wealth, LLC
UNCHANGED4,2404,24000%$496.5K$502.0K+$5.5K2026-10-16
CFS Investment Advisory Services, LLC
UNCHANGED4,1854,18500%$490.6K$495.8K+$5.3K2026-10-19
Harmony Asset Management LLC
INCREASED4,0832,533+1,550+61%$296.5K$483.3K+$186.8K2026-10-20
Compound Planning, Inc.
INCREASED4,0083,915+93+2%$458.4K$474.5K+$16.1K2026-11-05
E6 Portfolios, LLC
DECREASED3,9214,144-223-5%$485.2K$464.2K-$21.0K2026-10-26
55 North Private Wealth, LLC
DECREASED3,8633,884-21-1%$454.8K$457.3K+$2.6K2026-10-20
L.K. Benson & Company, P.C.
INCREASED3,8603,628+232+6%$424.8K$457.0K+$32.2K2026-10-23
Forum Financial Management, LP
UNCHANGED3,7733,77300%$441.8K$446.7K+$4.9K2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED3,7634,705-942-20%$550.9K$445.5K-$105.4K2026-10-23
Bauman Advisory Group, LLC
DECREASED3,6443,758-114-3%$440.0K$431.4K-$8.6K2026-10-29
Gateway Investment Advisers LLC
INCREASED3,6321,794+1,838+102%$210.1K$430.0K+$219.9K2026-10-13
Zega Investments, LLC
DECREASED3,6278,627-5,000-58%$1.0M$429.4K-$580.7K2026-11-04
BIP Wealth, LLC
DECREASED3,6063,738-132-4%$437.7K$426.9K-$10.8K2026-10-22
Worth Asset Management, LLC
NEW3,594—+3,594——$425.5K—2026-10-07
Concurrent Investment Advisors, LLC
UNCHANGED3,5423,54200%$414.7K$419.3K+$4.6K2026-10-16
Leading Edge Financial Planning LLC
DECREASED3,0973,115-18-1%$364.7K$366.7K+$1.9K2026-10-23
Advisor Resource Council
INCREASED2,9612,551+410+16%$299.1K$350.8K+$51.7K2026-11-05
LVW Advisors, LLC
NEW2,902—+2,902——$343.6K—2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED2,8573,268-411-13%$382.7K$338.2K-$44.4K2026-11-03
Cahaba Wealth Management, Inc.
UNCHANGED2,8462,84600%$333.2K$336.9K+$3.7K2026-10-26
Quadrant Private Wealth Management, LLC
UNCHANGED2,7712,77100%$324.5K$328.1K+$3.6K2026-11-04
New Perspectives, Inc
UNCHANGED2,7612,76100%$323.3K$326.9K+$3.6K2026-10-14
Yoder Wealth Management, Inc.
NEW2,727—+2,727——$322.9K—2026-10-13
Ritholtz Wealth Management
NEW2,611—+2,611——$309.1K—2026-11-05
Sound Income Strategies, LLC
UNCHANGED2,6102,61000%$305.6K$309.2K+$3.6K2026-10-09
SeaCrest Wealth Management, LLC
UNCHANGED2,6002,60000%$304.4K$307.8K+$3.4K2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED2,5894,808-2,219-46%$563.0K$306.5K-$256.5K2026-10-30
Revolve Wealth Partners, LLC
DECREASED2,58026,053-23,473-90%$3.1M$305.4K-$2.7M2026-10-23
One Way Holdings LLC
NEW2,573—+2,573——$304.6K—2026-10-29
Bayshore Capital Advisors, LLC
NEW2,550—+2,550——$301.9K—2026-11-02
Purewater Capital LLC
NEW2,538—+2,538——$300.4K—2026-10-23
Wavvest Wealth LLC
NEW2,493—+2,493——$295.2K—2026-10-21
MKT Advisors LLC
UNCHANGED2,4932,49300%$292.3K$295.3K+$3.0K2026-10-20
Lineweaver Wealth Advisors, LLC
NEW2,440—+2,440——$288.9K—2026-10-13
Bryn Mawr Trust Advisors, LLC
NEW2,435—+2,435——$288.3K—2026-11-04
OFS Enterprise LLC
UNCHANGED2,3912,39100%$280.0K$283.1K+$3.1K2026-10-16
Simplex Trading, LLC
NEW2,388—+2,388——$282.7K—2026-11-04
Innealta Capital, LLC
DECREASED2,2558,461-6,206-73%$990.7K$267.0K-$723.7K2026-11-02
GoalVest Advisory LLC
UNCHANGED2,2492,24900%$263.3K$266.3K+$2.9K2026-10-02
Hummer Financial Advisory Services Inc
UNCHANGED2,2002,20000%$257.6K$260.5K+$2.9K2026-10-09
Abacus Wealth Partners, LLC
DECREASED2,0004,099-2,099-51%$480.0K$236.8K-$243.2K2026-11-03
T3 Companies, LLC
UNCHANGED2,0002,00000%$234.2K$236.8K+$2.6K2026-10-22
Modera Wealth Management, LLC
NEW1,983—+1,983——$234.8K—2026-10-28
Penney Financial, LLC
NEW1,900—+1,900——$224.9K—2026-10-20
Naples Global Advisors, LLC
UNCHANGED1,8141,81400%$212.4K$214.7K+$2.4K2026-11-05
Berman McAleer LLC
UNCHANGED1,7801,78000%$208.4K$210.7K+$2.3K2026-10-16
Hutchens & Kramer Investment Management Group, LLC
DECREASED1,7501,800-50-3%$210.8K$207.2K-$3.6K2026-10-16
Oppenheimer & Co Inc
NEW1,690—+1,690——$200.1K—2026-10-26
Westside Investment Management, Inc.
UNCHANGED1,4001,40000%$163.9K$165.7K+$1.8K2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED80280200%$94.0K$95.0K+$1.0K2026-11-04
Elyxium Wealth, LLC
NEW700—+700——$82.9K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED54254200%$63.5K$64.2K+$7042026-10-27
AlphaCore Capital LLC
NEW524—+524——$62.0K—2026-11-04
Markowski Investments
NEW300—+300——$35.5K—2026-10-30
Assetmark, Inc
DECREASED141152-11-7%$17.8K$16.7K-$1.1K2026-10-21
Rossby Financial, LCC
DECREASED11632,130-32,014-100%$3.8M$13.7K-$3.7M2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED121200%$1.4K$1.4K+$152026-10-26
Prudent Man Investment Management, Inc.
NEW3—+3——$356—2026-11-03
Vise Technologies, Inc.
CLOSED052,809-52,809-100%$6.2M$0-$6.2M2026-10-29
Mather Group, Llc.
CLOSED050,392-50,392-100%$5.9M$0-$5.9M2026-10-14
Nicholas Wealth, Llc.
CLOSED021,326-21,326-100%$2.5M$0-$2.5M2026-10-26
XY Planning Network, Inc.
CLOSED020,258-20,258-100%$2.4M$0-$2.4M2026-10-14
Vontobel Holding Ltd.
CLOSED012,000-12,000-100%$1.4M$0-$1.4M2026-10-16
Steel Grove Capital Advisors, LLC
CLOSED08,533-8,533-100%$999.1K$0-$999.1K2026-10-13
Evolution Wealth Management Inc.
CLOSED08,401-8,401-100%$983.7K$0-$983.7K2026-10-28
Root Financial Partners, LLC
CLOSED08,275-8,275-100%$968.9K$0-$968.9K2026-10-21
Peak Financial Advisors LLC
CLOSED06,545-6,545-100%$766.4K$0-$766.4K2026-10-28
46 Peaks LLC
CLOSED05,254-5,254-100%$615.2K$0-$615.2K2026-11-03
Lido Advisors, LLC
CLOSED04,302-4,302-100%$503.8K$0-$503.8K2026-11-04
Krilogy Financial LLC
CLOSED03,291-3,291-100%$385.3K$0-$385.3K2026-10-13
Jefferies Financial Group Inc.
CLOSED02,468-2,468-100%$289.0K$0-$289.0K2026-11-05
StoneX Group Inc.
CLOSED02,291-2,291-100%$267.8K$0-$267.8K2026-11-03
Parallel Advisors, LLC
CLOSED01,794-1,794-100%$210.1K$0-$210.1K2026-11-03
Retirement Financial Solutions, LLC
CLOSED01,723-1,723-100%$201.7K$0-$201.7K2026-10-20
Cornerstone Planning Group LLC
CLOSED01,100-1,100-100%$129.3K$0-$129.3K2026-10-16
Physician Wealth Advisors, Inc.
CLOSED01,000-1,000-100%$117.1K$0-$117.1K2026-10-20
Empowered Funds, LLC
N/A—923,075-923,075-100%$108.1M———
Rockefeller Capital Management L.P.
N/A—695,000-695,000-100%$81.4M———
Deeter Investments LLP
N/A—498,481-498,481-100%$58.4M———
Mariner, LLC
N/A—455,745-455,745-100%$53.4M———
HighTower Advisors, LLC
N/A—393,332-393,332-100%$46.1M———
Pennington Partners & Co., LLC
N/A—356,588-356,588-100%$41.8M———
Adar1 Capital Management, LLC
N/A—337,125-337,125-100%$39.5M———
JPMorgan Chase & Co
N/A—306,987-306,987-100%$36.0M———
MML Investors Services, LLC
N/A—296,913-296,913-100%$34.8M———
Mercer Global Advisors Inc
N/A—265,727-265,727-100%$31.1M———
AQR Capital Management LLC
N/A—244,873-244,873-100%$28.7M———
Bravias Capital Group, LLC
N/A—230,369-230,369-100%$27.0M———
Kalehua Capital Management LLC
N/A—226,188-226,188-100%$26.5M———
Ethos Financial Group, LLC
N/A—222,040-222,040-100%$26.1M———
Summit Wealth & Retirement Planning, Inc.
N/A—153,499-153,499-100%$18.0M———
Tortoise Investment Management, LLC
N/A—152,407-152,407-100%$17.8M———
Optimus Capital Advisors, LLC
N/A—151,391-151,391-100%$17.7M———
Spahn Wealth & Retirement LLC
N/A—142,919-142,919-100%$16.7M———
Stratos Wealth Advisors, LLC
N/A—139,132-139,132-100%$16.3M———
Old Mission Capital LLC
N/A—138,152-138,152-100%$16.2M———
Stillwater Private Wealth, LLC
N/A—123,714-123,714-100%$14.6M———
Lifeworks Advisors, LLC
N/A—104,649-104,649-100%$12.3M———
Quantinno Capital Management LP
N/A—103,632-103,632-100%$12.1M———
Kingsview Wealth Management, LLC
N/A—103,165-103,165-100%$12.1M———
Focus Partners Wealth
N/A—101,064-101,064-100%$11.8M———
Mutual Advisors, LLC
N/A—100,790-100,790-100%$11.8M———
IHT Wealth Management, LLC
N/A—98,917-98,917-100%$11.6M———
Arete Wealth Advisors, LLC
N/A—98,406-98,406-100%$11.5M———
Fischer Investment Strategies, LLC
N/A—97,552-97,552-100%$11.4M———
Aptus Capital Advisors, LLC
N/A—85,693-85,693-100%$10.0M———
Marex Group Ltd
N/A—85,235-85,235-100%$10.0M———
Bluefin Capital Management, LLC
N/A—80,000-80,000-100%$9.4M———
Nwam LLC
N/A—79,155-79,155-100%$9.3M———
Stokes Family Office, LLC
N/A—73,753-73,753-100%$8.6M———
Flatrock Wealth Partners LLC
N/A—69,359-69,359-100%$8.1M———
Norris Financial Group, LLC
N/A—68,589-68,589-100%$8.0M———
Pallas Capital Advisors LLC
N/A—66,525-66,525-100%$7.8M———
West Michigan Advisors, LLC
N/A—65,868-65,868-100%$7.7M———
Integrated Wealth Concepts LLC
N/A—65,770-65,770-100%$7.7M———
Quinn Opportunity Partners LLC
N/A—65,644-65,644-100%$7.7M———
Epacria Capital Partners, LLC
N/A—63,886-63,886-100%$7.5M———
Black Swift Group, LLC
N/A—63,700-63,700-100%$7.5M———
Envestnet Asset Management Inc
N/A—61,359-61,359-100%$7.2M———
Guardian Wealth Advisors, LLC / NC
N/A—61,358-61,358-100%$7.2M———
Invst, LLC
N/A—61,326-61,326-100%$7.2M———
Madison Wealth Partners, Inc
N/A—57,519-57,519-100%$6.7M———
Janney Montgomery Scott LLC
N/A—56,262-56,262-100%$6.6M———
Belpointe Asset Management LLC
N/A—54,778-54,778-100%$6.4M———
Astra Wealth Partners LLC
N/A—53,128-53,128-100%$6.2M———
Stifel Financial Corp
N/A—52,605-52,605-100%$6.2M———
Osaic Holdings, Inc.
N/A—51,022-51,022-100%$6.0M———
ATLas Financial Planning LLC
N/A—49,922-49,922-100%$5.8M———
Fortress Private Ledger, LLC
N/A—49,857-49,857-100%$5.8M———
Beacon Pointe Advisors, LLC
N/A—47,000-47,000-100%$5.5M———
Ameritas Advisory Services, LLC
N/A—46,877-46,877-100%$5.5M———
World Investment Advisors
N/A—45,253-45,253-100%$5.3M———
Arcus Capital Partners, LLC
N/A—35,600-35,600-100%$4.2M———
Royal Bank of Canada
N/A—35,301-35,301-100%$4.1M———
Empirical Finance, LLC
N/A—34,302-34,302-100%$4.0M———
Captrust Financial Advisors
N/A—33,768-33,768-100%$4.0M———
Gotham Asset Management, LLC
N/A—32,424-32,424-100%$3.8M———
BWM Planning, LLC
N/A—31,588-31,588-100%$3.7M———
Valley Financial Group, Inc.
N/A—30,458-30,458-100%$3.6M———
Greenwich Wealth Management LLC
N/A—30,374-30,374-100%$3.6M———
&partners
N/A—27,662-27,662-100%$3.2M———
LPL Financial LLC
N/A—26,020-26,020-100%$3.0M———
Waterloo Capital, L.P.
N/A—25,579-25,579-100%$3.0M———
Citadel Advisors LLC
N/A—25,169-25,169-100%$2.9M———
BlackDiamond Wealth Management, LLC
N/A—24,193-24,193-100%$2.8M———
MAI Capital Management
N/A—23,600-23,600-100%$2.8M———
Torno Capital, LLC
N/A—22,880-22,880-100%$2.7M———
Hershey Financial Advisers, LLC
N/A—22,597-22,597-100%$2.6M———
Resolute Capital, LLC
N/A—22,086-22,086-100%$2.6M———
Arax Advisory Partners
N/A—20,966-20,966-100%$2.5M———
Two Sigma Securities, LLC
N/A—20,034-20,034-100%$2.3M———
Hill Investment Group Partners, LLC
N/A—19,850-19,850-100%$2.3M———
Morse Asset Management, Inc
N/A—19,393-19,393-100%$2.3M———
Schiavi & Co LLC
N/A—19,374-19,374-100%$2.3M———
JPL Wealth Management, LLC
N/A—19,353-19,353-100%$2.3M———
Savvy Advisors, Inc.
N/A—19,310-19,310-100%$2.3M———
January Capital Advisors LLC
N/A—18,709-18,709-100%$2.2M———
Money Concepts Capital Corp
N/A—17,012-17,012-100%$2.0M———
Beck Capital Management, LLC
N/A—16,468-16,468-100%$1.9M———
Coldstream Capital Management Inc
N/A—16,325-16,325-100%$1.9M———
OneAscent Wealth Management LLC
N/A—15,641-15,641-100%$1.8M———
Frazier Financial Advisors, LLC
N/A—15,237-15,237-100%$1.8M———
Snowden Capital Advisors LLC
N/A—15,122-15,122-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—14,718-14,718-100%$1.7M———
Vestmark Advisory Solutions, Inc.
N/A—13,495-13,495-100%$1.6M———
Wealthspire Advisors, LLC
N/A—13,458-13,458-100%$1.6M———
Kesler, Norman & Wride, LLC
N/A—12,444-12,444-100%$1.5M———
IEQ Capital, LLC
N/A—11,589-11,589-100%$1.4M———
Parkwoods Wealth Partners, LLC
N/A—11,556-11,556-100%$1.4M———
Cambria Investment Management, L.P.
N/A—11,382-11,382-100%$1.3M———
Smart Money Group LLC
N/A—11,160-11,160-100%$1.3M———
Thompson David Blair
N/A—11,008-11,008-100%$1.3M———
Scotia Capital Inc.
N/A—10,611-10,611-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—10,250-10,250-100%$1.2M———
Jane Street Group, LLC
N/A—10,186-10,186-100%$1.2M———
Cerity Partners LLC
N/A—9,998-9,998-100%$1.2M———
Moneta Group Investment Advisors LLC
N/A—9,809-9,809-100%$1.1M———
Harbour Investments, Inc.
N/A—9,341-9,341-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—9,243-9,243-100%$1.1M———
Landing Point Financial Group, LLC
N/A—9,175-9,175-100%$1.1M———
Stephens Inc
N/A—9,104-9,104-100%$1.1M———
Cetera Investment Advisers
N/A—9,043-9,043-100%$1.1M———
Waverly Advisors, LLC
N/A—8,819-8,819-100%$1.0M———
Legacy Wealth Managment, LLC
N/A—8,332-8,332-100%$975.6K———
Cadia Private Client LLC
N/A—8,061-8,061-100%$943.8K———
Composition Wealth, LLC
N/A—8,009-8,009-100%$937.8K———
Kilter Group LLC
N/A—7,940-7,940-100%$929.7K———
Arkadios Wealth Advisors
N/A—7,629-7,629-100%$893.3K———
Seeds Investor LLC
N/A—7,622-7,622-100%$892.5K———
Morgan Stanley
N/A—7,588-7,588-100%$888.5K———
Centaurus Financial, Inc.
N/A—7,583-7,583-100%$888.0K———
Magnolia Private Wealth, LLC
N/A—7,221-7,221-100%$845.5K———
Mattson Financial Services, LLC
N/A—7,102-7,102-100%$834.3K———
NewEdge Advisors, LLC
N/A—6,808-6,808-100%$797.1K———
Condor Capital Management
N/A—6,672-6,672-100%$781.3K———
Strategic Financial Concepts, LLC
N/A—6,656-6,656-100%$779.4K———
Swan Global Investments, LLC
N/A—6,500-6,500-100%$761.1K———
Tradition Wealth Management, LLC
N/A—6,479-6,479-100%$758.6K———
Private Advisory Group LLC
N/A—5,497-5,497-100%$643.6K———
Northwestern Mutual Wealth Management Co
N/A—5,492-5,492-100%$643.1K———
Luminist Capital LLC
N/A—5,436-5,436-100%$631.6K———
Raymond James Financial Inc
N/A—4,861-4,861-100%$569.2K———
Silver OAK Securities, Incorporated
N/A—4,841-4,841-100%$566.8K———
Sequent Planning LLC
N/A—4,743-4,743-100%$555.4K———
Betterment LLC
N/A—4,647-4,647-100%$544.0K———
Twin Focus Capital Partners, LLC
N/A—4,325-4,325-100%$506.5K———
Hamrick Investment Counsel, llc
N/A—4,042-4,042-100%$473.3K———
Marble Wealth, LLC
N/A—3,975-3,975-100%$465.4K———
Fielder Capital Group LLC
N/A—3,856-3,856-100%$451.5K———
Brown Financial Advisors
N/A—3,641-3,641-100%$426.3K———
Range Advisory, LLC
N/A—3,539-3,539-100%$414.3K———
KKM Financial LLC
N/A—3,519-3,519-100%$412.0K———
Copia Wealth Management
N/A—3,337-3,337-100%$390.7K———
Lavaca Capital LLC
N/A—3,332-3,332-100%$390.1K———
Access Financial Services, Inc.
N/A—3,239-3,239-100%$379.3K———
Susquehanna International Group, LLP
N/A—2,861-2,861-100%$335.0K———
Oxford Wealth Group, LLC
N/A—2,860-2,860-100%$334.9K———
OneAscent Financial Services LLC
N/A—2,812-2,812-100%$329.3K———
HC Advisors, LLC
N/A—2,810-2,810-100%$329.1K———
Goldman Sachs Group Inc
N/A—2,800-2,800-100%$327.9K———
Kelman-Lazarov, Inc.
N/A—2,659-2,659-100%$311.3K———
Per Stirling Capital Management, Llc.
N/A—2,630-2,630-100%$307.9K———
Charles Schwab Investment Management Inc
N/A—2,477-2,477-100%$290.0K———
Principal Securities, Inc.
N/A—2,354-2,354-100%$275.6K———
CIBC World Market Inc.
N/A—2,284-2,284-100%$267.4K———
XTX Topco Ltd
N/A—2,276-2,276-100%$266.5K———
Atlantic Private Wealth, LLC
N/A—2,036-2,036-100%$238.4K———
Global Retirement Partners, LLC
N/A—2,032-2,032-100%$237.9K———
Panoramic Capital Partners, LLC
N/A—1,973-1,973-100%$231.0K———
Centric Wealth Management
N/A—1,900-1,900-100%$221.5K———
Jacobs Equity LLC
N/A—1,900-1,900-100%$222.5K———
Bank of America Corp
N/A—1,900-1,900-100%$222.5K———
Argent Advisors, Inc.
N/A—1,729-1,729-100%$202.4K———
SHP Wealth Management
N/A—1,313-1,313-100%$153.7K———
UBS Group AG
N/A—1,311-1,311-100%$153.5K———
WealthCollab, LLC
N/A—1,279-1,279-100%$149.8K———
Allworth Financial LP
N/A—1,275-1,275-100%$149.3K———
AE Wealth Management LLC
N/A—1,159-1,159-100%$135.7K———
Smartleaf Asset Management LLC
N/A—1,090-1,090-100%$127.7K———
Medallion Wealth Advisors, LLC
N/A—1,077-1,077-100%$126.1K———
BlackRock, Inc.
N/A—963-963-100%$112.8K———
Richard W. Paul & Associates, LLC
N/A—949-949-100%$111.1K———
Tidemark, LLC
N/A—395-395-100%$46.3K———
Tower Research Capital LLC (TRC)
N/A—267-267-100%$31.3K———
Federation des caisses Desjardins du Quebec
N/A—254-254-100%$29.7K———
Hollencrest Capital Management
N/A—253-253-100%$29.6K———
SouthState Bank Corp
N/A—161-161-100%$18.9K———
Wells Fargo & Company
N/A—42-42-100%$4.9K———
Kerr Financial Planning Corp
N/A—2-2-100%$235———
Showing 406 of 406 institutions