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Amplify CWP Enhan Divid ETF (DIVO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Planning Group, LLC
INCREASED
Shares3,584,344 from 3,438,086
Change+146,258 (+4%)
Value$166.6M (+$9.5M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,832,617 from 1,761,178
Change+71,439 (+4%)
Value$85.9M (+$4.5M)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares1,361,884 from 1,432,811
Change-70,927 (-5%)
Value$63.3M (-$2.2M)
Filed 2026-10-30
CPC Advisors, LLC
INCREASED
Shares1,301,304 from 1,270,411
Change+30,893 (+2%)
Value$60.5M (+$2.4M)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares1,070,072 from 1,025,761
Change+44,311 (+4%)
Value$49.7M (+$2.9M)
Filed 2026-10-22
NBZ Investment Advisors LLC
DECREASED
Shares528,367 from 528,957
Change-590 (0%)
Value$24.6M (+$390.4K)
Filed 2026-10-30
Northwest Financial Advisors
DECREASED
Shares474,228 from 483,030
Change-8,802 (-2%)
Value$22.0M (-$27.6K)
Filed 2026-10-27
Hibernia Wealth Partners, LLC
DECREASED
Shares421,855 from 441,039
Change-19,184 (-4%)
Value$19.6M (-$543.4K)
Filed 2026-10-29
Clear Trail Advisors, LLC
DECREASED
Shares410,833 from 412,141
Change-1,308 (0%)
Value$19.1M (+$264.8K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares361,447 from 297,246
Change+64,201 (+22%)
Value$16.8M (+$3.2M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares355,543 from 333,110
Change+22,433 (+7%)
Value$16.5M (+$1.3M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares352,174 from 363,006
Change-10,832 (-3%)
Value$16.4M (-$216.8K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares352,088 from 339,833
Change+12,255 (+4%)
Value$16.4M (+$838.2K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares351,582 from 326,017
Change+25,565 (+8%)
Value$16.3M (+$1.4M)
Filed 2026-11-02
Altus Wealth Group LLC
INCREASED
Shares320,296 from 300,980
Change+19,316 (+6%)
Value$14.9M (+$1.1M)
Filed 2026-10-20
Financial Designs Corp
INCREASED
Shares309,129 from 305,384
Change+3,745 (+1%)
Value$14.4M (+$415.4K)
Filed 2026-10-09
Laurel OAK Wealth Management, LLC
INCREASED
Shares303,026 from 282,884
Change+20,142 (+7%)
Value$14.1M (+$1.2M)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares268,422 from 253,111
Change+15,311 (+6%)
Value$12.5M (+$911.7K)
Filed 2026-11-04
Souders Financial Advisors
INCREASED
Shares258,651 from 252,996
Change+5,655 (+2%)
Value$12.0M (+$462.7K)
Filed 2026-11-03
Investors Research Corp
INCREASED
Shares210,864 from 203,662
Change+7,202 (+4%)
Value$9.8M (+$495.7K)
Filed 2026-10-07
FSA Wealth Partners, Inc.
NEW
Shares208,393
Change+208,393
Value$9.7M
Filed 2026-10-26
Security National Bank
INCREASED
Shares206,948 from 190,012
Change+16,936 (+9%)
Value$9.6M (+$937.5K)
Filed 2026-10-26
Moran Wealth Management, LLC
INCREASED
Shares202,937 from 170,207
Change+32,730 (+19%)
Value$9.4M (+$1.7M)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares201,152 from 186,746
Change+14,406 (+8%)
Value$9.4M (+$817.3K)
Filed 2026-10-21
MTM Investment Management, LLC
INCREASED
Shares200,593 from 194,245
Change+6,348 (+3%)
Value$9.3M (+$448.6K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares195,389 from 195,920
Change-531 (0%)
Value$9.1M (+$130.1K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares194,486 from 194,258
Change+228 (+0%)
Value$9.0M (+$164.1K)
Filed 2026-10-22
Stillwater Wealth Management Group
INCREASED
Shares189,451 from 175,248
Change+14,203 (+8%)
Value$8.8M (+$798.7K)
Filed 2026-10-21
Carter Financial Group, Inc.
INCREASED
Shares181,478 from 181,372
Change+106 (+0%)
Value$8.4M (+$148.2K)
Filed 2026-10-21
Sierra Ocean, LLC
INCREASED
Shares167,082 from 132,366
Change+34,716 (+26%)
Value$7.8M (+$1.7M)
Filed 2026-11-03
TBH Global Asset Management, LLC
INCREASED
Shares163,706 from 157,833
Change+5,873 (+4%)
Value$7.3M (+$303.8K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares162,078 from 152,201
Change+9,877 (+6%)
Value$7.5M (+$434.8K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares155,988 from 135,377
Change+20,611 (+15%)
Value$7.3M (+$1.1M)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares153,899 from 148,675
Change+5,224 (+4%)
Value$7.2M (+$360.3K)
Filed 2026-10-20
Phoenix Wealth Advisors
DECREASED
Shares153,444 from 163,261
Change-9,817 (-6%)
Value$7.1M (-$327.4K)
Filed 2026-11-03
RiverTree Advisors, LLC
DECREASED
Shares153,393 from 154,574
Change-1,181 (-1%)
Value$7.1M (+$67.2K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares147,292 from 144,310
Change+2,982 (+2%)
Value$6.8M (+$252.7K)
Filed 2026-11-04
Prota Financial, LLC
INCREASED
Shares135,192 from 133,769
Change+1,423 (+1%)
Value$6.3M (+$157.0K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares123,282 from 17,128
Change+106,154 (+620%)
Value$5.7M (+$4.9M)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares118,913
Change+118,913
Value$5.5M
Filed 2026-11-03
Perryman Financial Advisory Inc
INCREASED
Shares117,864 from 111,850
Change+6,014 (+5%)
Value$5.5M (+$367.9K)
Filed 2026-10-16
Farrow Financial, Inc.
DECREASED
Shares116,655 from 117,539
Change-884 (-1%)
Value$5.4M (+$51.8K)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares115,816 from 114,299
Change+1,517 (+1%)
Value$5.4M (+$160.9K)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares111,838 from 110,653
Change+1,185 (+1%)
Value$5.2M (+$142.5K)
Filed 2026-10-21
Baron Financial Group, LLC
INCREASED
Shares108,040 from 107,039
Change+1,001 (+1%)
Value$5.0M (+$131.1K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares105,238 from 135,367
Change-30,129 (-22%)
Value$4.9M (-$1.3M)
Filed 2026-11-05
Capital Square, LLC
INCREASED
Shares104,444 from 95,701
Change+8,743 (+9%)
Value$4.9M (+$409.3K)
Filed 2026-10-19
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares100,574 from 78,542
Change+22,032 (+28%)
Value$4.7M (+$1.1M)
Filed 2026-10-20
Avalon Capital Management
INCREASED
Shares100,047 from 98,852
Change+1,195 (+1%)
Value$4.7M (+$133.6K)
Filed 2026-11-04
AlphaCore Capital LLC
DECREASED
Shares99,235 from 106,724
Change-7,489 (-7%)
Value$4.6M (-$263.8K)
Filed 2026-11-04
BNB Wealth Management, LLC
INCREASED
Shares99,170 from 55,909
Change+43,261 (+77%)
Value$4.6M (+$2.1M)
Filed 2026-10-28
Roan Capital Partners
INCREASED
Shares98,425 from 81,543
Change+16,882 (+21%)
Value$4.6M (+$849.3K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares96,133 from 108,312
Change-12,179 (-11%)
Value$4.5M (-$480.6K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares91,687 from 242,885
Change-151,198 (-62%)
Value$4.3M (-$6.8M)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares89,570 from 105,369
Change-15,799 (-15%)
Value$4.2M (-$651.3K)
Filed 2026-10-30
Jacobi Capital Management LLC
INCREASED
Shares85,018 from 82,207
Change+2,811 (+3%)
Value$4.0M (+$195.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares83,605 from 67,387
Change+16,218 (+24%)
Value$3.9M (+$807.2K)
Filed 2026-10-08
United Advisor Group, LLC
INCREASED
Shares81,096 from 78,818
Change+2,278 (+3%)
Value$3.8M (+$168.2K)
Filed 2026-11-03
Financial Insights, Inc.
INCREASED
Shares76,820 from 75,545
Change+1,275 (+2%)
Value$3.6M (+$119.0K)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares74,801 from 48,061
Change+26,740 (+56%)
Value$3.5M (+$1.3M)
Filed 2026-10-13
Noesis Capital Mangement Corp
DECREASED
Shares71,648 from 71,686
Change-38 (0%)
Value$3.3M (+$54.9K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares69,327 from 67,536
Change+1,791 (+3%)
Value$3.2M (+$136.6K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares67,128 from 54,318
Change+12,810 (+24%)
Value$3.1M (+$638.5K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares67,031 from 144,585
Change-77,554 (-54%)
Value$3.1M (-$3.5M)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares66,990 from 42,961
Change+24,029 (+56%)
Value$3.1M (+$1.2M)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares65,480 from 55,298
Change+10,182 (+18%)
Value$3.0M (+$517.0K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares65,421 from 65,014
Change+407 (+1%)
Value$3.0M (+$70.3K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares64,259 from 72,355
Change-8,096 (-11%)
Value$3.0M (-$319.2K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares63,921 from 49,989
Change+13,932 (+28%)
Value$3.0M (+$687.2K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares60,736 from 7,189
Change+53,547 (+745%)
Value$2.8M (+$2.5M)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares51,440 from 47,593
Change+3,847 (+8%)
Value$2.4M (+$216.5K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares46,617 from 37,969
Change+8,648 (+23%)
Value$2.2M (+$471.2K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares44,257 from 42,576
Change+1,681 (+4%)
Value$2.1M (+$111.8K)
Filed 2026-11-03
Redwood Family Wealth LLC
INCREASED
Shares43,155 from 43,149
Change+6 (+0%)
Value$2.0M (+$34.3K)
Filed 2026-10-20
Midwest Trust Co
DECREASED
Shares42,630 from 43,609
Change-979 (-2%)
Value$2.0M (-$11.1K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares41,777 from 40,147
Change+1,630 (+4%)
Value$1.9M (+$107.5K)
Filed 2026-10-23
Thrivent Financial for Lutherans
NEW
Shares41,677
Change+41,677
Value$1.9M
Filed 2026-11-05
RDA Financial Network
INCREASED
Shares41,166 from 39,599
Change+1,567 (+4%)
Value$1.9M (+$104.1K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares40,876 from 33,965
Change+6,911 (+20%)
Value$1.9M (+$348.1K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
DECREASED
Shares39,368 from 54,329
Change-14,961 (-28%)
Value$1.8M (-$652.6K)
Filed 2026-11-03
Foguth Wealth Management, Llc.
DECREASED
Shares38,551 from 270,616
Change-232,065 (-86%)
Value$1.8M (-$10.7M)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares38,506 from 40,209
Change-1,703 (-4%)
Value$1.8M (-$47.4K)
Filed 2026-10-27
Harbor Asset Planning, Inc.
DECREASED
Shares37,320 from 44,705
Change-7,385 (-17%)
Value$1.7M (-$307.8K)
Filed 2026-10-23
Cap Partners, LLC
INCREASED
Shares37,201 from 37,086
Change+115 (+0%)
Value$1.7M (+$34.6K)
Filed 2026-10-19
Cushing Capital Partners, LLC
INCREASED
Shares36,206 from 29,333
Change+6,873 (+23%)
Value$1.7M (+$342.7K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares35,823 from 37,821
Change-1,998 (-5%)
Value$1.7M (-$63.0K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares35,471 from 29,173
Change+6,298 (+22%)
Value$1.6M (+$315.1K)
Filed 2026-11-05
Ulrich Consultants & Investment Group, LLC
NEW
Shares35,068
Change+35,068
Value$1.6M
Filed 2026-10-13
Semus Wealth Partners LLC
INCREASED
Shares32,375 from 32,086
Change+289 (+1%)
Value$1.5M (+$38.8K)
Filed 2026-10-22
Verdence Capital Advisors LLC
NEW
Shares31,402
Change+31,402
Value$1.5M
Filed 2026-10-26
Redwood Financial Network Corp
INCREASED
Shares31,071 from 21,424
Change+9,647 (+45%)
Value$1.4M (+$465.4K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares30,218 from 28,853
Change+1,365 (+5%)
Value$1.4M (+$86.3K)
Filed 2026-11-05
BOS Asset Management, LLC
INCREASED
Shares29,518 from 26,686
Change+2,832 (+11%)
Value$1.4M (+$152.7K)
Filed 2026-10-09
CWC Advisors, Llc.
INCREASED
Shares29,361 from 28,393
Change+968 (+3%)
Value$1.4M (+$67.4K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED
Shares28,788 from 28,125
Change+663 (+2%)
Value$1.3M (+$53.0K)
Filed 2026-10-19
Alpine Bank Wealth Management
INCREASED
Shares26,639 from 26,606
Change+33 (+0%)
Value$1.2M (+$22.6K)
Filed 2026-10-16
DeLarme Wealth Management, Inc.
INCREASED
Shares26,368 from 26,267
Change+101 (+0%)
Value$1.2M (+$25.4K)
Filed 2026-10-30
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares25,800 from 26,054
Change-254 (-1%)
Value$1.2M (+$8.8K)
Filed 2026-10-28
BFI Infinity Ltd.
INCREASED
Shares25,390 from 14,356
Change+11,034 (+77%)
Value$1.2M (+$526.5K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares25,259 from 21,512
Change+3,747 (+17%)
Value$1.2M (+$170.3K)
Filed 2026-10-20
Alchemi Wealth, LLC
DECREASED
Shares24,810 from 24,967
Change-157 (-1%)
Value$1.2M (+$12.4K)
Filed 2026-11-04
Bauman Advisory Group, LLC
NEW
Shares24,715
Change+24,715
Value$1.1M
Filed 2026-10-29
Williams & Novak Wealth Management, LLC
INCREASED
Shares24,527 from 23,539
Change+988 (+4%)
Value$1.1M (+$64.5K)
Filed 2026-10-09
Bluedoor Private Wealth, LLC
INCREASED
Shares23,211 from 22,173
Change+1,038 (+5%)
Value$1.1M (+$61.4K)
Filed 2026-11-05
Certior Financial Group, LLC
UNCHANGED
Shares23,186 from 23,186
Change0 (0%)
Value$1.1M (+$18.3K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares22,379 from 22,559
Change-180 (-1%)
Value$1.0M (+$9.5K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares21,998 from 22,617
Change-619 (-3%)
Value$1.0M (-$10.9K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares21,576 from 19,471
Change+2,105 (+11%)
Value$1.0M (+$113.2K)
Filed 2026-10-14
AdvisorNet Financial, Inc
NEW
Shares21,170
Change+21,170
Value$1.0M
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares20,572 from 18,255
Change+2,317 (+13%)
Value$956.4K (+$122.1K)
Filed 2026-10-29
Capital Investment Advisors, LLC
INCREASED
Shares20,400 from 5,226
Change+15,174 (+290%)
Value$948.4K (+$709.6K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares19,895 from 16,790
Change+3,105 (+18%)
Value$924.9K (+$157.6K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares19,784 from 17,898
Change+1,886 (+11%)
Value$919.8K (+$101.8K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares19,351 from 22,811
Change-3,460 (-15%)
Value$899.6K (-$142.8K)
Filed 2026-10-16
Vise Technologies, Inc.
NEW
Shares19,188
Change+19,188
Value$892.0K
Filed 2026-10-29
Simplicity Wealth,LLC
NEW
Shares18,738
Change+18,738
Value$871.1K
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares17,656 from 17,442
Change+214 (+1%)
Value$820.8K (+$23.7K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
INCREASED
Shares17,348 from 15,337
Change+2,011 (+13%)
Value$806.5K (+$105.6K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares16,923 from 17,630
Change-707 (-4%)
Value$786.8K (-$18.9K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares16,891 from 17,035
Change-144 (-1%)
Value$785.3K (+$6.8K)
Filed 2026-10-15
Tannin Capital LLC
DECREASED
Shares15,686 from 28,576
Change-12,890 (-45%)
Value$729.2K (-$576.7K)
Filed 2026-11-05
Karras Company, Inc.
DECREASED
Shares14,933 from 15,000
Change-67 (0%)
Value$694.3K (+$8.8K)
Filed 2026-10-16
Langley Wealth Management, LLC
INCREASED
Shares14,741 from 12,719
Change+2,022 (+16%)
Value$685.3K (+$104.1K)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares14,695 from 10,484
Change+4,211 (+40%)
Value$683.2K (+$204.1K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
INCREASED
Shares14,239 from 13,924
Change+315 (+2%)
Value$662.0K (+$25.6K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares14,179 from 4,526
Change+9,653 (+213%)
Value$658.9K (+$451.7K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,505 from 12,364
Change+1,141 (+9%)
Value$627.8K (+$62.8K)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares13,494 from 13,494
Change0 (0%)
Value$627.3K (+$10.7K)
Filed 2026-10-22
Rareview Capital LLC
NEW
Shares13,183
Change+13,183
Value$612.9K
Filed 2026-11-05
Opal Wealth Advisors, LLC
INCREASED
Shares12,632 from 10,510
Change+2,122 (+20%)
Value$587.3K (+$107.0K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares12,270
Change+12,270
Value$570.0K
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
NEW
Shares12,210
Change+12,210
Value$567.6K
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED
Shares11,613 from 8,700
Change+2,913 (+33%)
Value$539.9K (+$142.3K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares11,514 from 8,347
Change+3,167 (+38%)
Value$535.3K (+$153.8K)
Filed 2026-10-28
HF Advisory Group, LLC
DECREASED
Shares11,285 from 11,958
Change-673 (-6%)
Value$524.6K (-$21.9K)
Filed 2026-10-09
NewCorp Financial Services, Inc.
DECREASED
Shares11,241 from 11,719
Change-478 (-4%)
Value$522.6K (-$13.0K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
DECREASED
Shares11,029 from 11,274
Change-245 (-2%)
Value$512.7K (-$2.5K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares10,455 from 8,631
Change+1,824 (+21%)
Value$492.7K (+$93.4K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares10,180 from 9,949
Change+231 (+2%)
Value$473.3K (+$18.6K)
Filed 2026-10-15
Occidental Asset Management, LLC
NEW
Shares9,997
Change+9,997
Value$464.7K
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares9,590 from 9,223
Change+367 (+4%)
Value$446.0K (+$25.0K)
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares9,564 from 9,689
Change-125 (-1%)
Value$444.7K (+$1.9K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares9,300 from 40,378
Change-31,078 (-77%)
Value$432.3K (-$1.4M)
Filed 2026-10-08
Wespac Advisors, LLC
NEW
Shares9,147
Change+9,147
Value$425.2K
Filed 2026-10-26
Royal Fund Management, LLC
INCREASED
Shares8,986 from 7,143
Change+1,843 (+26%)
Value$417.8K (+$91.3K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares8,890 from 8,783
Change+107 (+1%)
Value$413.3K (+$11.9K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares8,607 from 7,732
Change+875 (+11%)
Value$400.1K (+$46.8K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
DECREASED
Shares8,319 from 9,888
Change-1,569 (-16%)
Value$386.8K (-$65.1K)
Filed 2026-11-04
Riverbend Wealth Management, LLC
DECREASED
Shares8,181 from 8,244
Change-63 (-1%)
Value$380.3K (+$3.6K)
Filed 2026-10-15
Sepio Capital, LP
DECREASED
Shares7,963 from 8,920
Change-957 (-11%)
Value$370.2K (-$37.4K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares7,920 from 9,039
Change-1,119 (-12%)
Value$368.2K (-$44.9K)
Filed 2026-10-13
Ethos Capital Management, Inc.
INCREASED
Shares7,617 from 7,525
Change+92 (+1%)
Value$354.1K (+$10.2K)
Filed 2026-11-03
Optivise Advisory Services LLC
UNCHANGED
Shares7,312 from 7,312
Change0 (0%)
Value$339.9K (+$5.8K)
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
INCREASED
Shares7,198 from 7,156
Change+42 (+1%)
Value$334.6K (+$7.6K)
Filed 2026-10-28
TriaGen Wealth Management LLC
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$313.8K (+$5.3K)
Filed 2026-10-14
Stegent Equity Advisors, Inc.
UNCHANGED
Shares6,606 from 6,606
Change0 (0%)
Value$307.1K (+$5.2K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares6,571 from 6,571
Change0 (0%)
Value$300.3K ($0)
Filed 2026-10-26
Private Client Services, LLC
DECREASED
Shares6,320 from 6,572
Change-252 (-4%)
Value$293.8K (-$6.5K)
Filed 2026-10-02
Chapin Davis, Inc.
INCREASED
Shares6,127 from 5,369
Change+758 (+14%)
Value$284.8K (+$39.5K)
Filed 2026-10-09
Discipline Wealth Solutions, LLC
INCREASED
Shares6,107 from 5,742
Change+365 (+6%)
Value$283.9K (+$21.5K)
Filed 2026-10-14
Asset Allocation Strategies LLC
INCREASED
Shares6,091 from 5,845
Change+246 (+4%)
Value$283.2K (+$16.0K)
Filed 2026-10-20
Integrated Advisors Network LLC
NEW
Shares5,922
Change+5,922
Value$275.3K
Filed 2026-10-20
Sovran Advisors, LLC
NEW
Shares5,883
Change+5,883
Value$280.3K
Filed 2026-11-02
Tortuga Wealth Management, Inc
INCREASED
Shares5,755 from 5,303
Change+452 (+9%)
Value$267.9K (+$25.5K)
Filed 2026-10-27
SteelPeak Wealth, LLC
DECREASED
Shares5,455 from 5,509
Change-54 (-1%)
Value$253.6K (+$1.8K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
DECREASED
Shares5,447 from 5,970
Change-523 (-9%)
Value$253.2K (-$19.6K)
Filed 2026-10-14
Flagstar Securities, Inc
NEW
Shares5,293
Change+5,293
Value$246.1K
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares5,285 from 5,217
Change+68 (+1%)
Value$245.7K (+$11.7K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
NEW
Shares5,265
Change+5,265
Value$244.8K
Filed 2026-11-05
Atlas Wealth Partners, LLC
INCREASED
Shares5,193 from 5,169
Change+24 (+0%)
Value$241.4K (+$5.2K)
Filed 2026-11-03
Cornerstone Planning, LLC
NEW
Shares5,117
Change+5,117
Value$233.8K
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$232.4K (+$3.5K)
Filed 2026-10-16
PCG Asset Management, LLC
NEW
Shares4,951
Change+4,951
Value$230.2K
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares4,944
Change+4,944
Value$229.8K
Filed 2026-10-28
GW Henssler & Associates LTD
INCREASED
Shares4,931 from 4,731
Change+200 (+4%)
Value$229.2K (+$13.0K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
DECREASED
Shares4,896 from 5,956
Change-1,060 (-18%)
Value$227.6K (-$44.6K)
Filed 2026-10-05
Sheets Smith Wealth Management
INCREASED
Shares4,788 from 4,731
Change+57 (+1%)
Value$222.6K (+$6.4K)
Filed 2026-10-16
Sage Advisory Services, Ltd.Co.
DECREASED
Shares4,743 from 5,146
Change-403 (-8%)
Value$221.0K (-$14.0K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares4,681 from 4,839
Change-158 (-3%)
Value$217.6K (-$3.5K)
Filed 2026-10-23
Focus Financial Network, Inc.
NEW
Shares4,590
Change+4,590
Value$213.4K
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED
Shares4,476 from 4,301
Change+175 (+4%)
Value$208.1K (+$11.5K)
Filed 2026-10-16
Leelyn Smith, LLC
NEW
Shares4,441
Change+4,441
Value$206.5K
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
NEW
Shares4,356
Change+4,356
Value$202.5K
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$200.7K (+$3.4K)
Filed 2026-10-06
CoreCap Advisors, LLC
DECREASED
Shares4,185 from 4,652
Change-467 (-10%)
Value$194.6K (-$18.0K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares4,076
Change+4,076
Value$189.5K
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$109.9K (+$1.9K)
Filed 2026-10-07
Foresight Capital Management Advisors, Inc.
NEW
Shares2,307
Change+2,307
Value$107.3K
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$99.0K (+$1.7K)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$69.7K (+$1.2K)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$54.0K (+$918)
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares1,058 from 1,386
Change-328 (-24%)
Value$49.0K (-$14.0K)
Filed 2026-10-23
Simplex Trading, LLC
INCREASED
Shares871 from 236
Change+635 (+269%)
Value$40.5K (+$29.7K)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares786 from 777
Change+9 (+1%)
Value$36.6K (+$1.1K)
Filed 2026-11-03
High Point Wealth Management, LLC
NEW
Shares634
Change+634
Value$29.5K
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares597 from 590
Change+7 (+1%)
Value$27.8K (+$801)
Filed 2026-10-26
Nfsg Corp
NEW
Shares546
Change+546
Value$25.4K
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED
Shares365 from 361
Change+4 (+1%)
Value$17.0K (+$489)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares348
Change+348
Value$16.2K
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares335 from 331
Change+4 (+1%)
Value$15.6K (+$448)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$15.1K (+$257)
Filed 2026-10-16
Nemes Rush Group LLC
NEW
Shares280
Change+280
Value$13.0K
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$12.8K (+$217)
Filed 2026-11-03
SBI Securities Co., Ltd.
NEW
Shares243
Change+243
Value$11.3K
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$9.8K (+$166)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares191 from 190
Change+1 (+1%)
Value$8.9K (+$215)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares167
Change+167
Value$7.8K
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$7.3K (+$123)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$6.3K (+$56)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares134 from 188
Change-54 (-29%)
Value$6.2K (-$2.4K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$5.8K (+$87)
Filed 2026-10-29
Princeton Global Asset Management LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$5.3K (+$90)
Filed 2026-10-21
Toth Financial Advisory Corp
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.1K (+$87)
Filed 2026-10-08
Eastern Bank
NEW
Shares89
Change+89
Value$4.1K
Filed 2026-10-05
GK Wealth Management LLC
NEW
Shares29
Change+29
Value$1.4K
Filed 2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.2K (+$20)
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$487 (+$243)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 226,093
Change-226,093 (-100%)
Value$0 (-$10.3M)
Filed 2026-11-05
Milestone Asset Management, LLC
CLOSED
Shares0 from 24,111
Change-24,111 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
RMR Wealth Builders
CLOSED
Shares0 from 8,571
Change-8,571 (-100%)
Value$0 (-$393.3K)
Filed 2026-10-22
Intrua Financial, LLC
CLOSED
Shares0 from 6,098
Change-6,098 (-100%)
Value$0 (-$278.7K)
Filed 2026-10-28
Sound Income Strategies, LLC
CLOSED
Shares0 from 4,971
Change-4,971 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-09
Cypress Wealth Services, LLC
CLOSED
Shares0 from 4,478
Change-4,478 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$60.8K)
Filed 2026-10-14
Brooklyn FI, LLC
CLOSED
Shares0 from 433
Change-433 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-28
Bullseye Investment Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-29
Asset Dedication, LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-03
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.0M (+$75.3K)
Filed 2026-10-22
Raymond James Financial Inc
N/A
Shares— from 17,725,971
Change-17,725,971 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,737,758
Change-8,737,758 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,382,022
Change-4,382,022 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,635,616
Change-3,635,616 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,196,661
Change-2,196,661 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,001,663
Change-2,001,663 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,894,021
Change-1,894,021 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,848,938
Change-1,848,938 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,793,299
Change-1,793,299 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,344,597
Change-1,344,597 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,115,038
Change-1,115,038 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 1,104,334
Change-1,104,334 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,071,882
Change-1,071,882 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 820,020
Change-820,020 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 743,952
Change-743,952 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 699,559
Change-699,559 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 628,175
Change-628,175 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 562,195
Change-562,195 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 468,004
Change-468,004 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 466,800
Change-466,800 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 466,125
Change-466,125 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 457,179
Change-457,179 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 433,566
Change-433,566 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 432,089
Change-432,089 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 424,446
Change-424,446 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 412,651
Change-412,651 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 408,662
Change-408,662 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 339,127
Change-339,127 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 333,442
Change-333,442 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 331,865
Change-331,865 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 307,581
Change-307,581 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 299,959
Change-299,959 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 275,952
Change-275,952 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 270,361
Change-270,361 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 248,573
Change-248,573 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 219,540
Change-219,540 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 197,888
Change-197,888 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 167,536
Change-167,536 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 165,541
Change-165,541 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 159,594
Change-159,594 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 154,874
Change-154,874 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 153,830
Change-153,830 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 152,773
Change-152,773 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 152,710
Change-152,710 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 140,208
Change-140,208 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 134,351
Change-134,351 (-100%)
Value—
&partners
N/A
Shares— from 130,236
Change-130,236 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 123,683
Change-123,683 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 122,878
Change-122,878 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 121,874
Change-121,874 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 119,566
Change-119,566 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 115,997
Change-115,997 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 115,977
Change-115,977 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 114,208
Change-114,208 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 112,329
Change-112,329 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 109,607
Change-109,607 (-100%)
Value—
Blair William & Co
N/A
Shares— from 105,925
Change-105,925 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 102,293
Change-102,293 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 100,935
Change-100,935 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 99,669
Change-99,669 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 98,282
Change-98,282 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 96,633
Change-96,633 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 96,228
Change-96,228 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 94,020
Change-94,020 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 89,361
Change-89,361 (-100%)
Value—
Stephens Inc
N/A
Shares— from 86,527
Change-86,527 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 80,416
Change-80,416 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 79,209
Change-79,209 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 75,162
Change-75,162 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 69,959
Change-69,959 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 69,488
Change-69,488 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 69,128
Change-69,128 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 65,886
Change-65,886 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 64,001
Change-64,001 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 62,339
Change-62,339 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 61,334
Change-61,334 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 58,321
Change-58,321 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 54,212
Change-54,212 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 53,408
Change-53,408 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,174
Change-52,174 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 50,992
Change-50,992 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 48,858
Change-48,858 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 47,220
Change-47,220 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 46,078
Change-46,078 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,775
Change-44,775 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 44,627
Change-44,627 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,272
Change-44,272 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,160
Change-43,160 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 41,325
Change-41,325 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 41,129
Change-41,129 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 36,432
Change-36,432 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 35,319
Change-35,319 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 34,252
Change-34,252 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 33,164
Change-33,164 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 27,698
Change-27,698 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 26,559
Change-26,559 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 25,223
Change-25,223 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 24,704
Change-24,704 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 24,501
Change-24,501 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 24,439
Change-24,439 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,280
Change-24,280 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 24,042
Change-24,042 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,378
Change-23,378 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 23,255
Change-23,255 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 22,334
Change-22,334 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 22,062
Change-22,062 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 21,590
Change-21,590 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,467
Change-21,467 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 21,327
Change-21,327 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,082
Change-21,082 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 19,948
Change-19,948 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 17,855
Change-17,855 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 17,620
Change-17,620 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,299
Change-17,299 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,824
Change-16,824 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,180
Change-16,180 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 15,754
Change-15,754 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 14,781
Change-14,781 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,537
Change-14,537 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 13,614
Change-13,614 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,234
Change-13,234 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,100
Change-13,100 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,544
Change-12,544 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,098
Change-12,098 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 11,157
Change-11,157 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,066
Change-11,066 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,820
Change-10,820 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,551
Change-10,551 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,379
Change-10,379 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,053
Change-10,053 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,759
Change-8,759 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 8,611
Change-8,611 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 7,694
Change-7,694 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 7,364
Change-7,364 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 675
Change-675 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
FMR LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 252
Change-252 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 162
Change-162 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 95
Change-95 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Retirement Planning Group, LLC
INCREASED3,584,3443,438,086+146,258+4%$157.1M$166.6M+$9.5M2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED1,832,6171,761,178+71,439+4%$81.4M$85.9M+$4.5M2026-10-13
Truist Financial Corp
DECREASED1,361,8841,432,811-70,927-5%$65.5M$63.3M-$2.2M2026-10-30
CPC Advisors, LLC
INCREASED1,301,3041,270,411+30,893+2%$58.1M$60.5M+$2.4M2026-10-21
MBL Wealth, LLC
INCREASED1,070,0721,025,761+44,311+4%$46.9M$49.7M+$2.9M2026-10-22
NBZ Investment Advisors LLC
DECREASED528,367528,957-5900%$24.2M$24.6M+$390.4K2026-10-30
Northwest Financial Advisors
DECREASED474,228483,030-8,802-2%$22.1M$22.0M-$27.6K2026-10-27
Hibernia Wealth Partners, LLC
DECREASED421,855441,039-19,184-4%$20.2M$19.6M-$543.4K2026-10-29
Clear Trail Advisors, LLC
DECREASED410,833412,141-1,3080%$18.8M$19.1M+$264.8K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED361,447297,246+64,201+22%$13.6M$16.8M+$3.2M2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED355,543333,110+22,433+7%$15.2M$16.5M+$1.3M2026-11-05
Bank of New York Mellon Corp
DECREASED352,174363,006-10,832-3%$16.6M$16.4M-$216.8K2026-11-05
MGO One Seven LLC
INCREASED352,088339,833+12,255+4%$15.5M$16.4M+$838.2K2026-10-28
Commonwealth Equity Services, LLC
INCREASED351,582326,017+25,565+8%$14.9M$16.3M+$1.4M2026-11-02
Altus Wealth Group LLC
INCREASED320,296300,980+19,316+6%$13.8M$14.9M+$1.1M2026-10-20
Financial Designs Corp
INCREASED309,129305,384+3,745+1%$14.0M$14.4M+$415.4K2026-10-09
Laurel OAK Wealth Management, LLC
INCREASED303,026282,884+20,142+7%$12.9M$14.1M+$1.2M2026-10-19
Visionary Wealth Advisors
INCREASED268,422253,111+15,311+6%$11.6M$12.5M+$911.7K2026-11-04
Souders Financial Advisors
INCREASED258,651252,996+5,655+2%$11.6M$12.0M+$462.7K2026-11-03
Investors Research Corp
INCREASED210,864203,662+7,202+4%$9.3M$9.8M+$495.7K2026-10-07
FSA Wealth Partners, Inc.
NEW208,393—+208,393——$9.7M—2026-10-26
Security National Bank
INCREASED206,948190,012+16,936+9%$8.7M$9.6M+$937.5K2026-10-26
Moran Wealth Management, LLC
INCREASED202,937170,207+32,730+19%$7.8M$9.4M+$1.7M2026-10-22
Magnus Financial Group LLC
INCREASED201,152186,746+14,406+8%$8.5M$9.4M+$817.3K2026-10-21
MTM Investment Management, LLC
INCREASED200,593194,245+6,348+3%$8.9M$9.3M+$448.6K2026-10-30
Kestra Private Wealth Services, LLC
DECREASED195,389195,920-5310%$9.0M$9.1M+$130.1K2026-10-30
Sagespring Wealth Partners, LLC
INCREASED194,486194,258+228+0%$8.9M$9.0M+$164.1K2026-10-22
Stillwater Wealth Management Group
INCREASED189,451175,248+14,203+8%$8.0M$8.8M+$798.7K2026-10-21
Carter Financial Group, Inc.
INCREASED181,478181,372+106+0%$8.3M$8.4M+$148.2K2026-10-21
Sierra Ocean, LLC
INCREASED167,082132,366+34,716+26%$6.0M$7.8M+$1.7M2026-11-03
TBH Global Asset Management, LLC
INCREASED163,706157,833+5,873+4%$7.0M$7.3M+$303.8K2026-11-03
ARQ Wealth Advisors, LLC
INCREASED162,078152,201+9,877+6%$7.1M$7.5M+$434.8K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED155,988135,377+20,611+15%$6.2M$7.3M+$1.1M2026-10-21
Trilogy Capital Inc.
INCREASED153,899148,675+5,224+4%$6.8M$7.2M+$360.3K2026-10-20
Phoenix Wealth Advisors
DECREASED153,444163,261-9,817-6%$7.5M$7.1M-$327.4K2026-11-03
RiverTree Advisors, LLC
DECREASED153,393154,574-1,181-1%$7.1M$7.1M+$67.2K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED147,292144,310+2,982+2%$6.6M$6.8M+$252.7K2026-11-04
Prota Financial, LLC
INCREASED135,192133,769+1,423+1%$6.1M$6.3M+$157.0K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED123,28217,128+106,154+620%$782.8K$5.7M+$4.9M2026-10-16
Ascentis Independent Advisors
NEW118,913—+118,913——$5.5M—2026-11-03
Perryman Financial Advisory Inc
INCREASED117,864111,850+6,014+5%$5.1M$5.5M+$367.9K2026-10-16
Farrow Financial, Inc.
DECREASED116,655117,539-884-1%$5.4M$5.4M+$51.8K2026-10-30
Victory Financial Group, LLC
INCREASED115,816114,299+1,517+1%$5.2M$5.4M+$160.9K2026-10-27
McAdam, LLC
INCREASED111,838110,653+1,185+1%$5.1M$5.2M+$142.5K2026-10-21
Baron Financial Group, LLC
INCREASED108,040107,039+1,001+1%$4.9M$5.0M+$131.1K2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED105,238135,367-30,129-22%$6.2M$4.9M-$1.3M2026-11-05
Capital Square, LLC
INCREASED104,44495,701+8,743+9%$4.4M$4.9M+$409.3K2026-10-19
Benchmark Financial Wealth Advisors, LLC
INCREASED100,57478,542+22,032+28%$3.6M$4.7M+$1.1M2026-10-20
Avalon Capital Management
INCREASED100,04798,852+1,195+1%$4.5M$4.7M+$133.6K2026-11-04
AlphaCore Capital LLC
DECREASED99,235106,724-7,489-7%$4.9M$4.6M-$263.8K2026-11-04
BNB Wealth Management, LLC
INCREASED99,17055,909+43,261+77%$2.6M$4.6M+$2.1M2026-10-28
Roan Capital Partners
INCREASED98,42581,543+16,882+21%$3.7M$4.6M+$849.3K2026-10-09
Brookstone Capital Management
DECREASED96,133108,312-12,179-11%$4.9M$4.5M-$480.6K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED91,687242,885-151,198-62%$11.1M$4.3M-$6.8M2026-10-30
Spire Wealth Management
DECREASED89,570105,369-15,799-15%$4.8M$4.2M-$651.3K2026-10-30
Jacobi Capital Management LLC
INCREASED85,01882,207+2,811+3%$3.8M$4.0M+$195.6K2026-11-05
Farther Finance Advisors, LLC
INCREASED83,60567,387+16,218+24%$3.1M$3.9M+$807.2K2026-10-08
United Advisor Group, LLC
INCREASED81,09678,818+2,278+3%$3.6M$3.8M+$168.2K2026-11-03
Financial Insights, Inc.
INCREASED76,82075,545+1,275+2%$3.5M$3.6M+$119.0K2026-10-27
Independent Financial Group, LLC
INCREASED74,80148,061+26,740+56%$2.2M$3.5M+$1.3M2026-10-13
Noesis Capital Mangement Corp
DECREASED71,64871,686-380%$3.3M$3.3M+$54.9K2026-10-26
Dynamic Advisor Solutions LLC
INCREASED69,32767,536+1,791+3%$3.1M$3.2M+$136.6K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED67,12854,318+12,810+24%$2.5M$3.1M+$638.5K2026-10-23
Nations Financial Group Inc,
DECREASED67,031144,585-77,554-54%$6.6M$3.1M-$3.5M2026-11-05
Signal Advisors Wealth, LLC
INCREASED66,99042,961+24,029+56%$2.0M$3.1M+$1.2M2026-10-13
Davenport & Co LLC
INCREASED65,48055,298+10,182+18%$2.5M$3.0M+$517.0K2026-10-14
Choreo, LLC
INCREASED65,42165,014+407+1%$3.0M$3.0M+$70.3K2026-10-28
Fifth Third Bancorp
DECREASED64,25972,355-8,096-11%$3.3M$3.0M-$319.2K2026-11-05
Creative Planning
INCREASED63,92149,989+13,932+28%$2.3M$3.0M+$687.2K2026-11-02
Apollon Wealth Management, LLC
INCREASED60,7367,189+53,547+745%$328.5K$2.8M+$2.5M2026-10-23
Principle Wealth Partners LLC
INCREASED51,44047,593+3,847+8%$2.2M$2.4M+$216.5K2026-11-02
Prospera Financial Services Inc
INCREASED46,61737,969+8,648+23%$1.7M$2.2M+$471.2K2026-11-04
Ascentis Wealth Management, LLC
INCREASED44,25742,576+1,681+4%$1.9M$2.1M+$111.8K2026-11-03
Redwood Family Wealth LLC
INCREASED43,15543,149+6+0%$2.0M$2.0M+$34.3K2026-10-20
Midwest Trust Co
DECREASED42,63043,609-979-2%$2.0M$2.0M-$11.1K2026-10-22
Sigma Planning Corp
INCREASED41,77740,147+1,630+4%$1.8M$1.9M+$107.5K2026-10-23
Thrivent Financial for Lutherans
NEW41,677—+41,677——$1.9M—2026-11-05
RDA Financial Network
INCREASED41,16639,599+1,567+4%$1.8M$1.9M+$104.1K2026-10-15
Kestra Advisory Services, LLC
INCREASED40,87633,965+6,911+20%$1.6M$1.9M+$348.1K2026-11-02
BlueChip Wealth Advisors LLC
DECREASED39,36854,329-14,961-28%$2.5M$1.8M-$652.6K2026-11-03
Foguth Wealth Management, Llc.
DECREASED38,551270,616-232,065-86%$12.5M$1.8M-$10.7M2026-10-19
VestGen Advisors, LLC
DECREASED38,50640,209-1,703-4%$1.8M$1.8M-$47.4K2026-10-27
Harbor Asset Planning, Inc.
DECREASED37,32044,705-7,385-17%$2.0M$1.7M-$307.8K2026-10-23
Cap Partners, LLC
INCREASED37,20137,086+115+0%$1.7M$1.7M+$34.6K2026-10-19
Cushing Capital Partners, LLC
INCREASED36,20629,333+6,873+23%$1.3M$1.7M+$342.7K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED35,82337,821-1,998-5%$1.7M$1.7M-$63.0K2026-11-04
US Bancorp \de\
INCREASED35,47129,173+6,298+22%$1.3M$1.6M+$315.1K2026-11-05
Ulrich Consultants & Investment Group, LLC
NEW35,068—+35,068——$1.6M—2026-10-13
Semus Wealth Partners LLC
INCREASED32,37532,086+289+1%$1.5M$1.5M+$38.8K2026-10-22
Verdence Capital Advisors LLC
NEW31,402—+31,402——$1.5M—2026-10-26
Redwood Financial Network Corp
INCREASED31,07121,424+9,647+45%$979.1K$1.4M+$465.4K2026-11-03
Meridian Wealth Management, LLC
INCREASED30,21828,853+1,365+5%$1.3M$1.4M+$86.3K2026-11-05
BOS Asset Management, LLC
INCREASED29,51826,686+2,832+11%$1.2M$1.4M+$152.7K2026-10-09
CWC Advisors, Llc.
INCREASED29,36128,393+968+3%$1.3M$1.4M+$67.4K2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED28,78828,125+663+2%$1.3M$1.3M+$53.0K2026-10-19
Alpine Bank Wealth Management
INCREASED26,63926,606+33+0%$1.2M$1.2M+$22.6K2026-10-16
DeLarme Wealth Management, Inc.
INCREASED26,36826,267+101+0%$1.2M$1.2M+$25.4K2026-10-30
Morey & Quinn Wealth Partners, LLC
DECREASED25,80026,054-254-1%$1.2M$1.2M+$8.8K2026-10-28
BFI Infinity Ltd.
INCREASED25,39014,356+11,034+77%$656.0K$1.2M+$526.5K2026-10-16
Mayfair Advisory Group, LLC
INCREASED25,25921,512+3,747+17%$1.0M$1.2M+$170.3K2026-10-20
Alchemi Wealth, LLC
DECREASED24,81024,967-157-1%$1.1M$1.2M+$12.4K2026-11-04
Bauman Advisory Group, LLC
NEW24,715—+24,715——$1.1M—2026-10-29
Williams & Novak Wealth Management, LLC
INCREASED24,52723,539+988+4%$1.1M$1.1M+$64.5K2026-10-09
Bluedoor Private Wealth, LLC
INCREASED23,21122,173+1,038+5%$1.0M$1.1M+$61.4K2026-11-05
Certior Financial Group, LLC
UNCHANGED23,18623,18600%$1.1M$1.1M+$18.3K2026-10-19
NBT Bank, N.A.
DECREASED22,37922,559-180-1%$1.0M$1.0M+$9.5K2026-10-21
Alliance Wealth Advisors, LLC
DECREASED21,99822,617-619-3%$1.0M$1.0M-$10.9K2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED21,57619,471+2,105+11%$889.8K$1.0M+$113.2K2026-10-14
AdvisorNet Financial, Inc
NEW21,170—+21,170——$1.0M—2026-10-15
Integrity Alliance, Llc.
INCREASED20,57218,255+2,317+13%$834.3K$956.4K+$122.1K2026-10-29
Capital Investment Advisors, LLC
INCREASED20,4005,226+15,174+290%$238.8K$948.4K+$709.6K2026-10-22
IFP Advisors, Inc
INCREASED19,89516,790+3,105+18%$767.3K$924.9K+$157.6K2026-10-16
Private Trust Co NA
INCREASED19,78417,898+1,886+11%$817.9K$919.8K+$101.8K2026-10-20
PFG Advisors
DECREASED19,35122,811-3,460-15%$1.0M$899.6K-$142.8K2026-10-16
Vise Technologies, Inc.
NEW19,188—+19,188——$892.0K—2026-10-29
Simplicity Wealth,LLC
NEW18,738—+18,738——$871.1K—2026-10-23
Lido Advisors, LLC
INCREASED17,65617,442+214+1%$797.1K$820.8K+$23.7K2026-11-04
Lake Street Private Wealth, LLC
INCREASED17,34815,337+2,011+13%$700.9K$806.5K+$105.6K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED16,92317,630-707-4%$805.7K$786.8K-$18.9K2026-11-05
HBW Advisory Services LLC
DECREASED16,89117,035-144-1%$778.5K$785.3K+$6.8K2026-10-15
Tannin Capital LLC
DECREASED15,68628,576-12,890-45%$1.3M$729.2K-$576.7K2026-11-05
Karras Company, Inc.
DECREASED14,93315,000-670%$685.5K$694.3K+$8.8K2026-10-16
Langley Wealth Management, LLC
INCREASED14,74112,719+2,022+16%$581.3K$685.3K+$104.1K2026-11-04
Strategic Blueprint, LLC
INCREASED14,69510,484+4,211+40%$479.1K$683.2K+$204.1K2026-10-22
Joseph P. Lucia & Associates, LLC
INCREASED14,23913,924+315+2%$636.3K$662.0K+$25.6K2026-10-30
International Assets Investment Management, LLC
INCREASED14,1794,526+9,653+213%$207.2K$658.9K+$451.7K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED13,50512,364+1,141+9%$565.0K$627.8K+$62.8K2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED13,49413,49400%$616.7K$627.3K+$10.7K2026-10-22
Rareview Capital LLC
NEW13,183—+13,183——$612.9K—2026-11-05
Opal Wealth Advisors, LLC
INCREASED12,63210,510+2,122+20%$480.3K$587.3K+$107.0K2026-10-16
M Holdings Securities, Inc.
NEW12,270—+12,270——$570.0K—2026-11-03
Capstone Wealth Management Group, Inc.
NEW12,210—+12,210——$567.6K—2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED11,6138,700+2,913+33%$397.6K$539.9K+$142.3K2026-11-05
D.A. Davidson & Co.
INCREASED11,5148,347+3,167+38%$381.5K$535.3K+$153.8K2026-10-28
HF Advisory Group, LLC
DECREASED11,28511,958-673-6%$546.5K$524.6K-$21.9K2026-10-09
NewCorp Financial Services, Inc.
DECREASED11,24111,719-478-4%$535.6K$522.6K-$13.0K2026-10-14
Hohimer Wealth Management, LLC
DECREASED11,02911,274-245-2%$515.2K$512.7K-$2.5K2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED10,4558,631+1,824+21%$399.4K$492.7K+$93.4K2026-10-13
Atria Investments, Inc
INCREASED10,1809,949+231+2%$454.7K$473.3K+$18.6K2026-10-15
Occidental Asset Management, LLC
NEW9,997—+9,997——$464.7K—2026-11-05
Wedbush Securities Inc
INCREASED9,5909,223+367+4%$421.0K$446.0K+$25.0K2026-10-22
Brighton Jones LLC
DECREASED9,5649,689-125-1%$442.8K$444.7K+$1.9K2026-11-03
First Heartland Consultants, Inc.
DECREASED9,30040,378-31,078-77%$1.8M$432.3K-$1.4M2026-10-08
Wespac Advisors, LLC
NEW9,147—+9,147——$425.2K—2026-10-26
Royal Fund Management, LLC
INCREASED8,9867,143+1,843+26%$326.4K$417.8K+$91.3K2026-10-22
High Net Worth Advisory Group LLC
INCREASED8,8908,783+107+1%$401.4K$413.3K+$11.9K2026-10-26
Oppenheimer & Co Inc
INCREASED8,6077,732+875+11%$353.4K$400.1K+$46.8K2026-10-26
Daymark Wealth Partners, LLC
DECREASED8,3199,888-1,569-16%$451.9K$386.8K-$65.1K2026-11-04
Riverbend Wealth Management, LLC
DECREASED8,1818,244-63-1%$376.8K$380.3K+$3.6K2026-10-15
Sepio Capital, LP
DECREASED7,9638,920-957-11%$407.6K$370.2K-$37.4K2026-10-22
Fiduciary Alliance LLC
DECREASED7,9209,039-1,119-12%$413.1K$368.2K-$44.9K2026-10-13
Ethos Capital Management, Inc.
INCREASED7,6177,525+92+1%$343.9K$354.1K+$10.2K2026-11-03
Optivise Advisory Services LLC
UNCHANGED7,3127,31200%$334.2K$339.9K+$5.8K2026-10-19
Gilliland Jeter Wealth Management LLC
INCREASED7,1987,156+42+1%$327.0K$334.6K+$7.6K2026-10-28
TriaGen Wealth Management LLC
UNCHANGED6,7506,75000%$308.5K$313.8K+$5.3K2026-10-14
Stegent Equity Advisors, Inc.
UNCHANGED6,6066,60600%$301.9K$307.1K+$5.2K2026-10-13
PKS Advisory Services, LLC
UNCHANGED6,5716,57100%$300.3K$300.3K$02026-10-26
Private Client Services, LLC
DECREASED6,3206,572-252-4%$300.3K$293.8K-$6.5K2026-10-02
Chapin Davis, Inc.
INCREASED6,1275,369+758+14%$245.4K$284.8K+$39.5K2026-10-09
Discipline Wealth Solutions, LLC
INCREASED6,1075,742+365+6%$262.4K$283.9K+$21.5K2026-10-14
Asset Allocation Strategies LLC
INCREASED6,0915,845+246+4%$267.1K$283.2K+$16.0K2026-10-20
Integrated Advisors Network LLC
NEW5,922—+5,922——$275.3K—2026-10-20
Sovran Advisors, LLC
NEW5,883—+5,883——$280.3K—2026-11-02
Tortuga Wealth Management, Inc
INCREASED5,7555,303+452+9%$242.3K$267.9K+$25.5K2026-10-27
SteelPeak Wealth, LLC
DECREASED5,4555,509-54-1%$251.8K$253.6K+$1.8K2026-10-16
Tempus Wealth Planning, LLC
DECREASED5,4475,970-523-9%$272.8K$253.2K-$19.6K2026-10-14
Flagstar Securities, Inc
NEW5,293—+5,293——$246.1K—2026-10-15
SAX Wealth Advisors, LLC
INCREASED5,2855,217+68+1%$234.0K$245.7K+$11.7K2026-10-13
Stirlingshire Investments, Inc.
NEW5,265—+5,265——$244.8K—2026-11-05
Atlas Wealth Partners, LLC
INCREASED5,1935,169+24+0%$236.2K$241.4K+$5.2K2026-11-03
Cornerstone Planning, LLC
NEW5,117—+5,117——$233.8K—2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED5,0005,00000%$228.9K$232.4K+$3.5K2026-10-16
PCG Asset Management, LLC
NEW4,951—+4,951——$230.2K—2026-11-05
Partners Wealth Management, LLC
NEW4,944—+4,944——$229.8K—2026-10-28
GW Henssler & Associates LTD
INCREASED4,9314,731+200+4%$216.2K$229.2K+$13.0K2026-10-26
Rosenberg Matthew Hamilton
DECREASED4,8965,956-1,060-18%$272.2K$227.6K-$44.6K2026-10-05
Sheets Smith Wealth Management
INCREASED4,7884,731+57+1%$216.2K$222.6K+$6.4K2026-10-16
Sage Advisory Services, Ltd.Co.
DECREASED4,7435,146-403-8%$235.0K$221.0K-$14.0K2026-10-29
Sowell Financial Services LLC
DECREASED4,6814,839-158-3%$221.2K$217.6K-$3.5K2026-10-23
Focus Financial Network, Inc.
NEW4,590—+4,590——$213.4K—2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED4,4764,301+175+4%$196.6K$208.1K+$11.5K2026-10-16
Leelyn Smith, LLC
NEW4,441—+4,441——$206.5K—2026-11-03
OpenArc Corporate Advisory, LLC
NEW4,356—+4,356——$202.5K—2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED4,3164,31600%$197.2K$200.7K+$3.4K2026-10-06
CoreCap Advisors, LLC
DECREASED4,1854,652-467-10%$212.6K$194.6K-$18.0K2026-10-08
Latitude Advisors, LLC
NEW4,076—+4,076——$189.5K—2026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED2,3652,36500%$108.1K$109.9K+$1.9K2026-10-07
Foresight Capital Management Advisors, Inc.
NEW2,307—+2,307——$107.3K—2026-10-27
Atwood & Palmer Inc
UNCHANGED2,1302,13000%$97.3K$99.0K+$1.7K2026-10-08
Golden State Wealth Management, LLC
UNCHANGED1,5001,50000%$68.6K$69.7K+$1.2K2026-11-02
Parkside Financial Bank & Trust
UNCHANGED1,1621,16200%$53.1K$54.0K+$9182026-10-27
Tsfg, LLC
DECREASED1,0581,386-328-24%$63.0K$49.0K-$14.0K2026-10-23
Simplex Trading, LLC
INCREASED871236+635+269%$10.8K$40.5K+$29.7K2026-11-04
Jnba Financial Advisors
INCREASED786777+9+1%$35.5K$36.6K+$1.1K2026-11-03
High Point Wealth Management, LLC
NEW634—+634——$29.5K—2026-11-05
Lanark Financial, Inc.
INCREASED597590+7+1%$27.0K$27.8K+$8012026-10-26
Nfsg Corp
NEW546—+546——$25.4K—2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED365361+4+1%$16.5K$17.0K+$4892026-11-02
Provenance Wealth Advisors, LLC
NEW348—+348——$16.2K—2026-10-30
Archer Investment Corp
INCREASED335331+4+1%$15.1K$15.6K+$4482026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED32532500%$14.9K$15.1K+$2572026-10-16
Nemes Rush Group LLC
NEW280—+280——$13.0K—2026-11-04
Parallel Advisors, LLC
UNCHANGED27527500%$12.6K$12.8K+$2172026-11-03
SBI Securities Co., Ltd.
NEW243—+243——$11.3K—2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED21021000%$9.6K$9.8K+$1662026-11-03
Blue Trust, Inc.
INCREASED191190+1+1%$8.7K$8.9K+$2152026-10-15
Root Financial Partners, LLC
NEW167—+167——$7.8K—2026-10-21
Assetmark, Inc
UNCHANGED15615600%$7.1K$7.3K+$1232026-10-21
Allspring Global Investments Holdings, LLC
UNCHANGED13513500%$6.2K$6.3K+$562026-11-04
Creative Financial Designs Inc
DECREASED134188-54-29%$8.6K$6.2K-$2.4K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED12412400%$5.7K$5.8K+$872026-10-29
Princeton Global Asset Management LLC
UNCHANGED11411400%$5.2K$5.3K+$902026-10-21
Toth Financial Advisory Corp
UNCHANGED11011000%$5.0K$5.1K+$872026-10-08
Eastern Bank
NEW89—+89——$4.1K—2026-10-05
GK Wealth Management LLC
NEW29—+29——$1.4K—2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED262600%$1.2K$1.2K+$202026-11-03
Mountain Hill Investment Partners Corp.
INCREASED105+5+100%$244$487+$2432026-10-23
Jefferies Financial Group Inc.
CLOSED0226,093-226,093-100%$10.3M$0-$10.3M2026-11-05
Milestone Asset Management, LLC
CLOSED024,111-24,111-100%$1.1M$0-$1.1M2026-10-15
RMR Wealth Builders
CLOSED08,571-8,571-100%$393.3K$0-$393.3K2026-10-22
Intrua Financial, LLC
CLOSED06,098-6,098-100%$278.7K$0-$278.7K2026-10-28
Sound Income Strategies, LLC
CLOSED04,971-4,971-100%$227.2K$0-$227.2K2026-10-09
Cypress Wealth Services, LLC
CLOSED04,478-4,478-100%$204.6K$0-$204.6K2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,330-1,330-100%$60.8K$0-$60.8K2026-10-14
Brooklyn FI, LLC
CLOSED0433-433-100%$20.2K$0-$20.2K2026-11-05
MCF Advisors LLC
CLOSED0356-356-100%$16.3K$0-$16.3K2026-10-28
Bullseye Investment Management, LLC
CLOSED0200-200-100%$9.1K$0-$9.1K2026-10-29
Asset Dedication, LLC
CLOSED0110-110-100%$5.0K$0-$5.0K2026-11-03
Illumine Investment Management, LLC
UNCHANGED000—$941.1K$1.0M+$75.3K2026-10-22
Raymond James Financial Inc
N/A—17,725,971-17,725,971-100%$810.1M———
LPL Financial LLC
N/A—8,737,758-8,737,758-100%$399.3M———
Morgan Stanley
N/A—4,382,022-4,382,022-100%$200.3M———
Envestnet Asset Management Inc
N/A—3,635,616-3,635,616-100%$166.1M———
Janney Montgomery Scott LLC
N/A—2,196,661-2,196,661-100%$100.4M———
HighTower Advisors, LLC
N/A—2,001,663-2,001,663-100%$91.5M———
Royal Bank of Canada
N/A—1,894,021-1,894,021-100%$86.6M———
UBS Group AG
N/A—1,848,938-1,848,938-100%$84.5M———
Wells Fargo & Company
N/A—1,793,299-1,793,299-100%$82.0M———
Osaic Holdings, Inc.
N/A—1,344,597-1,344,597-100%$61.5M———
Cetera Investment Advisers
N/A—1,115,038-1,115,038-100%$51.0M———
Reliant Wealth Planning
N/A—1,104,334-1,104,334-100%$50.5M———
Stifel Financial Corp
N/A—1,071,882-1,071,882-100%$49.0M———
Bank of America Corp
N/A—820,020-820,020-100%$37.5M———
Stratos Investment Management, LLC
N/A—743,952-743,952-100%$34.0M———
Private Advisor Group, LLC
N/A—699,559-699,559-100%$32.0M———
Sequoia Financial Advisors, LLC
N/A—628,175-628,175-100%$28.7M———
Steward Partners Investment Advisory, LLC
N/A—562,195-562,195-100%$25.7M———
NewEdge Advisors, LLC
N/A—468,004-468,004-100%$21.4M———
Two Sigma Investments, LP
N/A—466,800-466,800-100%$21.3M———
ForthRight Wealth Management, LLC
N/A—466,125-466,125-100%$21.3M———
Prostatis Group LLC
N/A—457,179-457,179-100%$20.9M———
Summit Financial, LLC
N/A—433,566-433,566-100%$19.8M———
Merit Financial Group, LLC
N/A—432,089-432,089-100%$19.7M———
Thoroughbred Financial Services, LLC
N/A—424,446-424,446-100%$19.4M———
Second Half Financial Partners, LLC
N/A—412,651-412,651-100%$18.9M———
Marshall Financial Group, LLC
N/A—408,662-408,662-100%$18.7M———
Equitable Holdings, Inc.
N/A—339,127-339,127-100%$15.5M———
Benjamin Edwards Inc
N/A—333,442-333,442-100%$15.2M———
Northwestern Mutual Wealth Management Co
N/A—331,865-331,865-100%$15.2M———
Cary Street Partners Financial LLC
N/A—307,581-307,581-100%$14.1M———
MML Investors Services, LLC
N/A—299,959-299,959-100%$13.7M———
NCM Capital Management, LLC
N/A—275,952-275,952-100%$12.6M———
Ameriprise Financial Inc
N/A—270,361-270,361-100%$12.4M———
Tower Wealth Partners, Inc.
N/A—248,573-248,573-100%$11.4M———
Rockefeller Capital Management L.P.
N/A—219,540-219,540-100%$10.0M———
Great Valley Advisor Group, Inc.
N/A—197,888-197,888-100%$9.0M———
Snowden Capital Advisors LLC
N/A—167,536-167,536-100%$7.7M———
Element Wealth, LLC
N/A—165,541-165,541-100%$7.6M———
Mercer Global Advisors Inc
N/A—159,594-159,594-100%$7.3M———
Ausdal Financial Partners, Inc.
N/A—154,874-154,874-100%$7.1M———
Barnes Pettey Financial Advisors, LLC
N/A—153,830-153,830-100%$7.0M———
Regal Investment Advisors LLC
N/A—152,773-152,773-100%$7.0M———
Peak Planning Group, LLC
N/A—152,710-152,710-100%$7.0M———
HighPoint Advisor Group LLC
N/A—140,208-140,208-100%$6.4M———
Vestmark Advisory Solutions, Inc.
N/A—134,351-134,351-100%$6.1M———
&partners
N/A—130,236-130,236-100%$6.1M———
Allred Capital Management, LLC
N/A—123,683-123,683-100%$5.7M———
Meridian Wealth Advisors, LLC
N/A—122,878-122,878-100%$5.6M———
JPMorgan Chase & Co
N/A—121,874-121,874-100%$5.6M———
Jaffetilchin Investment Partners, LLC
N/A—119,566-119,566-100%$5.5M———
Arax Advisory Partners
N/A—115,997-115,997-100%$5.3M———
Cassady Wealth & Retirement Planning, LLC
N/A—115,977-115,977-100%$5.3M———
Good Steward Wealth Advisors,LLC
N/A—114,208-114,208-100%$5.2M———
Stonebrook Private Inc.
N/A—112,329-112,329-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—109,607-109,607-100%$5.0M———
Blair William & Co
N/A—105,925-105,925-100%$4.8M———
Nicolet Bankshares Inc
N/A—102,293-102,293-100%$4.7M———
Ranch Capital Advisors Inc.
N/A—100,935-100,935-100%$4.6M———
IHT Wealth Management, LLC
N/A—99,669-99,669-100%$4.6M———
Level Four Advisory Services, LLC
N/A—98,282-98,282-100%$4.5M———
OakTrust Wealth Advisors, LLC
N/A—96,633-96,633-100%$4.4M———
Tulsa Wealth Advisors, Inc
N/A—96,228-96,228-100%$4.4M———
Advisory Services Network, LLC
N/A—94,020-94,020-100%$4.3M———
Modern Wealth Management, LLC
N/A—89,361-89,361-100%$4.1M———
Stephens Inc
N/A—86,527-86,527-100%$4.0M———
Keating Financial Advisory Services, Inc.
N/A—80,416-80,416-100%$3.7M———
Jones Financial Companies Lllp
N/A—79,209-79,209-100%$3.6M———
Centric Wealth Management
N/A—75,162-75,162-100%$3.4M———
Beacon Pointe Advisors, LLC
N/A—69,959-69,959-100%$3.2M———
Plotkin Financial Advisors, LLC
N/A—69,488-69,488-100%$3.2M———
Gotham Asset Management, LLC
N/A—69,128-69,128-100%$3.2M———
Smith, Moore & Co.
N/A—65,886-65,886-100%$3.0M———
Liberty Square Wealth Partners LLC
N/A—64,001-64,001-100%$2.9M———
Founders Financial Alliance, LLC
N/A—62,339-62,339-100%$2.8M———
Savvy Advisors, Inc.
N/A—61,334-61,334-100%$2.8M———
Thompson David Blair
N/A—58,321-58,321-100%$2.7M———
Talon Private Wealth, LLC
N/A—54,212-54,212-100%$2.5M———
Welch Financial Planning, LLC
N/A—53,408-53,408-100%$2.4M———
Global Retirement Partners, LLC
N/A—52,174-52,174-100%$2.4M———
Allworth Financial LP
N/A—50,992-50,992-100%$2.3M———
Pasadena Private Wealth, LLC
N/A—48,858-48,858-100%$2.2M———
Sfmg, LLC
N/A—47,220-47,220-100%$2.2M———
CFO4Life Group, LLC
N/A—46,078-46,078-100%$2.1M———
Susquehanna International Group, LLP
N/A—44,775-44,775-100%$2.0M———
Harbour Investments, Inc.
N/A—44,627-44,627-100%$2.0M———
World Investment Advisors
N/A—44,272-44,272-100%$2.0M———
Principal Securities, Inc.
N/A—43,160-43,160-100%$2.0M———
Wealthfront Advisers LLC
N/A—41,325-41,325-100%$1.9M———
Capital Wealth Planning, LLC
N/A—41,129-41,129-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—36,432-36,432-100%$1.7M———
Cary Street Partners Investment Advisory LLC
N/A—35,319-35,319-100%$1.6M———
Arkadios Wealth Advisors
N/A—34,252-34,252-100%$1.6M———
Qube Research & Technologies Ltd
N/A—33,164-33,164-100%$1.5M———
Atlas Wealth LLC
N/A—27,698-27,698-100%$1.3M———
Kovack Advisors, Inc.
N/A—26,559-26,559-100%$1.2M———
Pursuit Wealth Strategies, LLC
N/A—25,223-25,223-100%$1.2M———
Belpointe Asset Management LLC
N/A—24,704-24,704-100%$1.1M———
Hilltop Holdings Inc.
N/A—24,501-24,501-100%$1.1M———
Carson Advisory Inc.
N/A—24,439-24,439-100%$1.1M———
Citadel Advisors LLC
N/A—24,280-24,280-100%$1.1M———
Baird Financial Group, Inc.
N/A—24,042-24,042-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—23,378-23,378-100%$1.1M———
HBK Sorce Advisory LLC
N/A—23,255-23,255-100%$1.1M———
Gateway Wealth Partners, LLC
N/A—22,334-22,334-100%$1.0M———
RPS Advisory Solutions LLC
N/A—22,062-22,062-100%$1.0M———
Sachetta, LLC
N/A—21,590-21,590-100%$986.7K———
Mariner, LLC
N/A—21,467-21,467-100%$981.0K———
Brown Brothers Harriman & Co
N/A—21,327-21,327-100%$974.6K———
AQR Capital Management LLC
N/A—21,082-21,082-100%$963.4K———
Geneos Wealth Management Inc.
N/A—19,948-19,948-100%$911.6K———
Institute for Wealth Management, Llc.
N/A—17,855-17,855-100%$816.0K———
Moneta Group Investment Advisors LLC
N/A—17,620-17,620-100%$805.2K———
Silver OAK Securities, Incorporated
N/A—17,299-17,299-100%$790.6K———
Arete Wealth Advisors, LLC
N/A—16,824-16,824-100%$768.9K———
White Knight Strategic Wealth Advisors, LLC
N/A—16,654-16,654-100%$761.1K———
Mutual Advisors, LLC
N/A—16,180-16,180-100%$739.4K———
Caprock Group, LLC
N/A—15,754-15,754-100%$720.0K———
Uniting Wealth Partners, LLC
N/A—15,041-15,041-100%$687.4K———
Wiser Advisor Group LLC
N/A—14,781-14,781-100%$675.5K———
Kingsview Wealth Management, LLC
N/A—14,537-14,537-100%$664.3K———
Mayflower Financial Advisors, LLC
N/A—13,614-13,614-100%$622.2K———
Nuveen, LLC
N/A—13,570-13,570-100%$620.1K———
Insigneo Advisory Services, LLC
N/A—13,234-13,234-100%$604.8K———
PFG Investments, LLC
N/A—13,100-13,100-100%$598.7K———
Muirfield Wealth Advisors LLC
N/A—12,917-12,917-100%$590.3K———
Rothschild Investment LLC
N/A—12,544-12,544-100%$573.3K———
Bank of Montreal
N/A—12,098-12,098-100%$552.9K———
Van Hulzen Asset Management, LLC
N/A—11,351-11,351-100%$518.7K———
Capasso Planning Partners LLC
N/A—11,157-11,157-100%$509.9K———
WCG Wealth Advisors LLC
N/A—11,066-11,066-100%$505.7K———
Proactive Wealth Strategies LLC
N/A—10,905-10,905-100%$498.3K———
Cerity Partners LLC
N/A—10,820-10,820-100%$494.5K———
Renaissance Technologies LLC
N/A—10,627-10,627-100%$485.7K———
Fidelis Capital Partners, LLC
N/A—10,551-10,551-100%$482.2K———
Northern Trust Corp
N/A—10,379-10,379-100%$474.3K———
Pacific Financial Group Inc
N/A—10,122-10,122-100%$462.6K———
Foundations Investment Advisors, LLC
N/A—10,053-10,053-100%$459.4K———
LaSalle St. Investment Advisors, LLC
N/A—9,971-9,971-100%$455.7K———
Tidemark, LLC
N/A—9,660-9,660-100%$441.5K———
IAM Advisory, LLC
N/A—9,140-9,140-100%$417.7K———
Paradigm Capital Management, LLC
N/A—8,901-8,901-100%$407.0K———
Captrust Financial Advisors
N/A—8,759-8,759-100%$400.3K———
Advisory Alpha, LLC
N/A—8,643-8,643-100%$395.0K———
Arrowroot Family Office, LLC
N/A—8,611-8,611-100%$393.5K———
Sharpepoint LLC
N/A—8,505-8,505-100%$388.7K———
Cannon Wealth Management Services, LLC
N/A—8,469-8,469-100%$387.0K———
Sun Financial Inc
N/A—7,935-7,935-100%$382.1K———
Betterment LLC
N/A—7,926-7,926-100%$362.0K———
Clearwater Capital Advisors, LLC
N/A—7,694-7,694-100%$351.6K———
Centaurus Financial, Inc.
N/A—7,674-7,674-100%$351.0K———
Webster Bank, N. A.
N/A—7,659-7,659-100%$350.0K———
Strategic Wealth Partners, Ltd.
N/A—7,495-7,495-100%$342.5K———
Gladstone Institutional Advisory LLC
N/A—7,467-7,467-100%$341.3K———
Barnes Wealth Management Group, Inc
N/A—7,364-7,364-100%$336.5K———
XTX Topco Ltd
N/A—6,761-6,761-100%$309.0K———
Commerce Bank
N/A—6,751-6,751-100%$308.5K———
Atlantic Private Wealth, LLC
N/A—6,538-6,538-100%$298.8K———
Ameritas Advisory Services, LLC
N/A—6,311-6,311-100%$288.4K———
AE Wealth Management LLC
N/A—6,255-6,255-100%$285.8K———
Money Concepts Capital Corp
N/A—6,009-6,009-100%$274.6K———
WealthShield Partners, LLC
N/A—6,001-6,001-100%$274.2K———
OneAscent Wealth Management LLC
N/A—5,955-5,955-100%$272.1K———
Strategic Financial Concepts, LLC
N/A—5,914-5,914-100%$270.2K———
Ancora Advisors LLCA
N/A—5,736-5,736-100%$262.2K———
Sovereign Financial Group, Inc.
N/A—5,614-5,614-100%$256.6K———
Mission Hills Financial Advisory, LLC
N/A—5,591-5,591-100%$255.5K———
Aspire Growth Partners LLC
N/A—5,542-5,542-100%$253.3K———
Stratos Wealth Advisors, LLC
N/A—5,539-5,539-100%$253.2K———
WFA of San Diego, LLC
N/A—5,424-5,424-100%$262.7K———
Western Wealth Management, LLC
N/A—5,226-5,226-100%$238.8K———
Advyzon Investment Management, LLC
N/A—5,225-5,225-100%$238.8K———
Calton & Associates, Inc.
N/A—4,999-4,999-100%$228.5K———
PNC Financial Services Group, Inc.
N/A—4,654-4,654-100%$212.7K———
Cornerstone Advisory, LLC
N/A—4,533-4,533-100%$207.1K———
Westbourne Investments, Inc.
N/A—4,400-4,400-100%$201.1K———
Navis Wealth Advisors, LLC
N/A—4,400-4,400-100%$201.1K———
Colter Lewis Investment Partners LLC
N/A—4,390-4,390-100%$200.6K———
Aptus Capital Advisors, LLC
N/A—4,309-4,309-100%$196.9K———
BlackRock, Inc.
N/A—3,894-3,894-100%$178.0K———
EP Wealth Advisors, LLC
N/A—3,725-3,725-100%$170.2K———
Millstone Evans Group, LLC
N/A—3,524-3,524-100%$161.0K———
Mpwm Advisory Solutions, LLC
N/A—3,350-3,350-100%$153.1K———
Operose Advisors LLC
N/A—2,750-2,750-100%$125.7K———
Caitlin John, LLC
N/A—2,748-2,748-100%$125.6K———
Marshall Investment Management, LLC
N/A—2,716-2,716-100%$124.1K———
BankPlus Trust Department
N/A—2,044-2,044-100%$93.4K———
Glen Eagle Advisors, LLC
N/A—1,772-1,772-100%$81.0K———
Hantz Financial Services, Inc.
N/A—1,374-1,374-100%$63.0K———
Clearstead Advisors, LLC
N/A—1,320-1,320-100%$60.3K———
Bellevue Asset Management, LLC
N/A—986-986-100%$45.1K———
Ameriflex Group, Inc.
N/A—800-800-100%$36.6K———
Darwin Wealth Management, LLC
N/A—761-761-100%$34.8K———
JPL Wealth Management, LLC
N/A—710-710-100%$32.4K———
Evelyn Partners Group Ltd
N/A—675-675-100%$30.8K———
TD Capital Management LLC
N/A—673-673-100%$30.8K———
Crewe Advisors LLC
N/A—581-581-100%$26.6K———
Park Place Capital Corp
N/A—500-500-100%$22.9K———
Bogart Wealth, LLC
N/A—491-491-100%$22.4K———
FMR LLC
N/A—439-439-100%$20.1K———
Capital Analysts, LLC
N/A—326-326-100%$15.0K———
Swan Capital LLC
N/A—312-312-100%$14.3K———
Fourth Dimension Wealth, LLC
N/A—275-275-100%$12.6K———
Roble, Belko & Company, Inc
N/A—252-252-100%$11———
SOA Wealth Advisors, Llc.
N/A—250-250-100%$11.4K———
Nalls Sherbakoff Group, LLC
N/A—225-225-100%$10.3K———
Atlantic Union Bankshares Corp
N/A—162-162-100%$7.4K———
CVA Family Office, LLC
N/A—104-104-100%$4.8K———
Morse Asset Management, Inc
N/A—100-100-100%$4.6K———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$4.6K———
Vanguard Advisers Inc
N/A—95-95-100%$4.4K———
Strive Financial Group,LLC
N/A—30-30-100%$1.4K———
Russell Investments Group, Ltd.
N/A—1-1-100%$34———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$46———
Dogwood Wealth Management LLC
N/A—1-1-100%$34———
Showing 444 of 444 institutions