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Ishares Flex I A ETF-Usd Inc (BINC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares13,322,874 from 12,071,760
Change+1,251,114 (+10%)
Value$676.7M (+$44.8M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares10,482,290 from 9,656,156
Change+826,134 (+9%)
Value$532.4M (+$27.0M)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,439,710 from 3,259,747
Change+179,963 (+6%)
Value$174.7M (+$4.1M)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares3,240,484 from 3,160,173
Change+80,311 (+3%)
Value$164.6M (-$819.3K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares2,875,802 from 2,652,673
Change+223,129 (+8%)
Value$146.1M (+$7.2M)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares2,340,870 from 2,207,918
Change+132,952 (+6%)
Value$118.9M (+$3.3M)
Filed 2026-10-14
MCF Advisors LLC
INCREASED
Shares1,823,698 from 1,466,147
Change+357,551 (+24%)
Value$92.6M (+$15.9M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares1,517,154 from 1,542,764
Change-25,610 (-2%)
Value$77.1M (-$3.7M)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
INCREASED
Shares1,482,203 from 1,428,988
Change+53,215 (+4%)
Value$75.3M (+$487.8K)
Filed 2026-11-06
Kestra Investment Management, LLC
INCREASED
Shares1,440,338 from 1,401,838
Change+38,500 (+3%)
Value$73.2M (-$217.4K)
Filed 2026-11-04
Heck Capital Advisors, LLC
NEW
Shares1,436,481
Change+1,436,481
Value$73.0M
Filed 2026-10-14
Falcon Wealth Planning
INCREASED
Shares1,379,379 from 1,272,693
Change+106,686 (+8%)
Value$70.1M (+$3.4M)
Filed 2026-11-06
Pacific Sage Partners, LLC
INCREASED
Shares1,368,102 from 1,297,061
Change+71,041 (+5%)
Value$69.5M (+$1.6M)
Filed 2026-10-21
Americana Partners, LLC
INCREASED
Shares1,361,316 from 1,349,181
Change+12,135 (+1%)
Value$69.1M (-$1.5M)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares1,001,207 from 696,324
Change+304,883 (+44%)
Value$50.9M (+$14.4M)
Filed 2026-11-03
Advisor OS, LLC
INCREASED
Shares919,694 from 907,716
Change+11,978 (+1%)
Value$46.7M (-$798.6K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares878,694 from 996,162
Change-117,468 (-12%)
Value$44.6M (-$7.5M)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares868,676 from 566,046
Change+302,630 (+53%)
Value$44.1M (+$14.5M)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares813,582 from 770,163
Change+43,419 (+6%)
Value$41.3M (+$1.0M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares789,521 from 545,159
Change+244,362 (+45%)
Value$40.1M (+$11.6M)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares786,574 from 780,662
Change+5,912 (+1%)
Value$40.0M (-$909.8K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares780,873 from 743,967
Change+36,906 (+5%)
Value$39.7M (+$721.3K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
INCREASED
Shares758,798 from 679,070
Change+79,728 (+12%)
Value$38.5M (+$3.0M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares758,177 from 675,214
Change+82,963 (+12%)
Value$38.5M (+$3.2M)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares725,590 from 517,230
Change+208,360 (+40%)
Value$36.7M (+$9.7M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares682,586 from 637,298
Change+45,288 (+7%)
Value$34.7M (+$1.3M)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares667,928 from 664,837
Change+3,091 (+0%)
Value$33.9M (-$873.5K)
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares610,603 from 630,734
Change-20,131 (-3%)
Value$31.0M (-$2.0M)
Filed 2026-10-21
55 North Private Wealth, LLC
INCREASED
Shares601,123 from 589,784
Change+11,339 (+2%)
Value$30.5M (-$338.2K)
Filed 2026-10-20
Strong Tower Advisory Services
INCREASED
Shares585,808 from 582,449
Change+3,359 (+1%)
Value$29.8M (-$732.2K)
Filed 2026-10-13
Shah Wealth Advisors, LLC
INCREASED
Shares581,612 from 508,683
Change+72,929 (+14%)
Value$29.5M (+$2.9M)
Filed 2026-11-06
Compound Planning, Inc.
DECREASED
Shares550,453 from 581,064
Change-30,611 (-5%)
Value$28.0M (-$2.5M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares550,102 from 266,213
Change+283,889 (+107%)
Value$27.9M (+$14.0M)
Filed 2026-10-16
Grantvest Financial Group LLC
DECREASED
Shares543,935 from 574,765
Change-30,830 (-5%)
Value$27.6M (-$2.5M)
Filed 2026-10-21
Waterway Wealth Management, LLC
NEW
Shares496,330
Change+496,330
Value$25.2M
Filed 2026-10-28
Vise Technologies, Inc.
NEW
Shares491,000
Change+491,000
Value$24.9M
Filed 2026-10-29
Lineweaver Wealth Advisors, LLC
INCREASED
Shares484,320 from 471,845
Change+12,475 (+3%)
Value$24.6M (-$97.7K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares475,341 from 419,337
Change+56,004 (+13%)
Value$24.1M (+$2.2M)
Filed 2026-11-05
Vivid Wealth Management, LLC
DECREASED
Shares453,055 from 459,378
Change-6,323 (-1%)
Value$23.0M (-$1.0M)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares436,186 from 487,832
Change-51,646 (-11%)
Value$22.2M (-$3.4M)
Filed 2026-10-21
Eclectic Associates Inc
INCREASED
Shares427,948 from 394,630
Change+33,318 (+8%)
Value$21.7M (+$1.1M)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares404,435 from 387,508
Change+16,927 (+4%)
Value$20.5M (+$259.0K)
Filed 2026-10-08
Northcape Wealth Management, LLC
INCREASED
Shares374,555 from 359,435
Change+15,120 (+4%)
Value$19.0M (+$210.8K)
Filed 2026-11-04
Financial Management Network Inc
INCREASED
Shares367,595 from 352,849
Change+14,746 (+4%)
Value$18.6M (+$191.8K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares353,173 from 420,502
Change-67,329 (-16%)
Value$17.9M (-$4.1M)
Filed 2026-11-02
Kelly Financial Services LLC
INCREASED
Shares352,298 from 346,715
Change+5,583 (+2%)
Value$17.9M (-$253.9K)
Filed 2026-10-20
Condor Capital Management
INCREASED
Shares332,419 from 316,149
Change+16,270 (+5%)
Value$16.9M (+$336.3K)
Filed 2026-11-06
Ascent Group, LLC
INCREASED
Shares301,061 from 296,652
Change+4,409 (+1%)
Value$15.3M (-$235.8K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
INCREASED
Shares289,825 from 245,626
Change+44,199 (+18%)
Value$14.7M (+$1.9M)
Filed 2026-10-29
Asio Capital, LLC
INCREASED
Shares288,966 from 254,628
Change+34,338 (+13%)
Value$14.7M (+$1.3M)
Filed 2026-10-19
Detalus Advisors, LLC
INCREASED
Shares272,865 from 151,022
Change+121,843 (+81%)
Value$13.9M (+$6.0M)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares270,796 from 185,483
Change+85,313 (+46%)
Value$13.8M (+$4.0M)
Filed 2026-10-16
Alternative Investment Advisors, Llc.
INCREASED
Shares268,796 from 256,751
Change+12,045 (+5%)
Value$13.7M (+$214.0K)
Filed 2026-11-03
Horizon Wealth Management, LLC
NEW
Shares268,730
Change+268,730
Value$13.6M
Filed 2026-11-02
Breakwater Capital Group
DECREASED
Shares259,389 from 333,556
Change-74,167 (-22%)
Value$13.2M (-$4.3M)
Filed 2026-10-09
Selby Wealth Management, LLC
INCREASED
Shares256,741 from 249,994
Change+6,747 (+3%)
Value$13.0M (-$44.8K)
Filed 2026-10-16
Global Wealth Strategies & Associates
DECREASED
Shares249,469 from 267,361
Change-17,892 (-7%)
Value$12.7M (-$1.3M)
Filed 2026-10-02
Centerline Wealth Advisors, LLC
DECREASED
Shares245,236 from 267,607
Change-22,371 (-8%)
Value$12.5M (-$1.6M)
Filed 2026-10-15
Scissortail Wealth Management, LLC
DECREASED
Shares239,414 from 286,467
Change-47,053 (-16%)
Value$12.2M (-$2.8M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares238,527 from 17,430
Change+221,097 (+1268%)
Value$12.1M (+$11.2M)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares233,009 from 223,537
Change+9,472 (+4%)
Value$11.8M (+$134.6K)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED
Shares227,689 from 278,129
Change-50,440 (-18%)
Value$11.6M (-$3.0M)
Filed 2026-11-02
New Capital Management LP
INCREASED
Shares226,948 from 218,332
Change+8,616 (+4%)
Value$11.5M (+$99.2K)
Filed 2026-10-29
HCR Wealth Advisors
INCREASED
Shares225,420 from 213,952
Change+11,468 (+5%)
Value$11.4M (+$250.8K)
Filed 2026-10-15
SteelPeak Wealth, LLC
DECREASED
Shares221,836 from 230,430
Change-8,594 (-4%)
Value$11.3M (-$793.6K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares217,799 from 196,968
Change+20,831 (+11%)
Value$11.1M (+$752.8K)
Filed 2026-10-14
Founders Grove Wealth Partners, LLC
INCREASED
Shares209,987 from 206,637
Change+3,350 (+2%)
Value$10.7M (-$150.1K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares209,717 from 193,630
Change+16,087 (+8%)
Value$10.7M (+$517.0K)
Filed 2026-10-09
Jmac Enterprises LLC
INCREASED
Shares200,005 from 197,734
Change+2,271 (+1%)
Value$10.2M (-$191.1K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares199,277 from 123,277
Change+76,000 (+62%)
Value$10.1M (+$3.7M)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares194,072 from 167,974
Change+26,098 (+16%)
Value$9.9M (+$1.1M)
Filed 2026-11-04
Royal Harbor Partners, LLC
INCREASED
Shares192,800 from 192,400
Change+400 (+0%)
Value$9.8M (-$277.9K)
Filed 2026-10-29
Unique Wealth, LLC
INCREASED
Shares189,155 from 177,153
Change+12,002 (+7%)
Value$9.6M (+$335.0K)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares188,730 from 181,518
Change+7,212 (+4%)
Value$9.6M (+$173.9K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares188,385 from 196,956
Change-8,571 (-4%)
Value$9.6M (-$740.6K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
INCREASED
Shares181,819 from 173,437
Change+8,382 (+5%)
Value$9.2M (+$156.8K)
Filed 2026-11-02
KWB Wealth
INCREASED
Shares181,320 from 180,459
Change+861 (+0%)
Value$9.2M (-$236.0K)
Filed 2026-10-16
Pennsylvania Capital Management Inc
DECREASED
Shares180,985 from 362,510
Change-181,525 (-50%)
Value$9.2M (-$9.8M)
Filed 2026-11-05
Sharkey, Howes & Javer
INCREASED
Shares178,001 from 172,847
Change+5,154 (+3%)
Value$9.0M (-$6.1K)
Filed 2026-10-22
Refined Wealth Management
INCREASED
Shares164,168 from 151,094
Change+13,074 (+9%)
Value$8.3M (+$429.9K)
Filed 2026-10-13
R2 Capital Strategies, LLC
INCREASED
Shares157,870 from 141,469
Change+16,401 (+12%)
Value$8.0M (+$613.7K)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares157,731 from 153,005
Change+4,726 (+3%)
Value$8.0M (+$2.9K)
Filed 2026-10-22
Asset Advisors Investment Management, LLC
NEW
Shares156,307
Change+156,307
Value$7.9M
Filed 2026-10-19
McNaughton Wealth Management, LLC
INCREASED
Shares154,300 from 139,086
Change+15,214 (+11%)
Value$7.8M (+$557.1K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares148,989 from 139,929
Change+9,060 (+6%)
Value$7.6M (+$243.3K)
Filed 2026-10-29
WBH Advisory Inc
INCREASED
Shares148,534 from 95,702
Change+52,832 (+55%)
Value$7.5M (+$2.5M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares146,773 from 67,228
Change+79,545 (+118%)
Value$7.5M (+$3.9M)
Filed 2026-10-21
Marest Capital, LLC
DECREASED
Shares146,314 from 209,104
Change-62,790 (-30%)
Value$7.4M (-$3.5M)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
INCREASED
Shares145,469 from 129,010
Change+16,459 (+13%)
Value$7.4M (+$636.0K)
Filed 2026-10-15
Rochester Wealth Strategies, LLC
NEW
Shares145,021
Change+145,021
Value$7.4M
Filed 2026-11-03
Aspen Wealth Management LLC
NEW
Shares142,580
Change+142,580
Value$7.2M
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares139,013 from 143,265
Change-4,252 (-3%)
Value$7.1M (-$438.0K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares136,063 from 191,024
Change-54,961 (-29%)
Value$6.9M (-$3.1M)
Filed 2026-11-06
Joseph P. Lucia & Associates, LLC
DECREASED
Shares134,246 from 135,438
Change-1,192 (-1%)
Value$6.8M (-$270.5K)
Filed 2026-10-30
Foundry Financial LLC
INCREASED
Shares134,235 from 116,134
Change+18,101 (+16%)
Value$6.8M (+$739.3K)
Filed 2026-10-16
NTV Asset Management LLC
INCREASED
Shares134,094 from 131,962
Change+2,132 (+2%)
Value$6.8M (-$96.2K)
Filed 2026-10-23
Apeiron RIA LLC
INCREASED
Shares131,180 from 111,905
Change+19,275 (+17%)
Value$6.6M (+$759.3K)
Filed 2026-10-08
Beacon Financial Group
INCREASED
Shares131,074 from 115,932
Change+15,142 (+13%)
Value$6.7M (+$589.4K)
Filed 2026-10-19
Central Pacific Bank - Trust Division
INCREASED
Shares130,162 from 123,932
Change+6,230 (+5%)
Value$6.6M (+$124.3K)
Filed 2026-10-06
Bauman Advisory Group, LLC
DECREASED
Shares127,520 from 136,941
Change-9,421 (-7%)
Value$6.5M (-$690.8K)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED
Shares126,880 from 111,396
Change+15,484 (+14%)
Value$6.4M (+$613.8K)
Filed 2026-10-16
Autumn Glory Partners, LLC
INCREASED
Shares125,182 from 123,928
Change+1,254 (+1%)
Value$6.4M (-$128.4K)
Filed 2026-10-26
Emergent Wealth Advisors, LLC
DECREASED
Shares124,523 from 141,159
Change-16,636 (-12%)
Value$6.3M (-$1.1M)
Filed 2026-10-09
Independent Solutions Wealth Management, LLC
NEW
Shares123,909
Change+123,909
Value$6.3M
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares120,169 from 116,902
Change+3,267 (+3%)
Value$6.1M (-$15.3K)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares116,053 from 112,173
Change+3,880 (+3%)
Value$5.9M (+$23.2K)
Filed 2026-10-15
Liberty Atlantic Advisors LLC
INCREASED
Shares115,809 from 96,255
Change+19,554 (+20%)
Value$5.9M (+$843.9K)
Filed 2026-10-14
Tableaux LLC
INCREASED
Shares113,428 from 109,961
Change+3,467 (+3%)
Value$5.8M (+$5.6K)
Filed 2026-10-23
Diversify Wealth Management, LLC
DECREASED
Shares113,416 from 146,416
Change-33,000 (-23%)
Value$5.7M (-$1.8M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares113,416 from 146,416
Change-33,000 (-23%)
Value$5.7M (-$1.8M)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares112,550 from 107,970
Change+4,580 (+4%)
Value$5.7M (+$65.2K)
Filed 2026-10-21
Milestone Asset Management, LLC
DECREASED
Shares112,417 from 132,518
Change-20,101 (-15%)
Value$5.7M (-$1.2M)
Filed 2026-10-15
Embree Financial Group
DECREASED
Shares107,573 from 111,538
Change-3,965 (-4%)
Value$5.5M (-$374.3K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares103,803 from 4,981
Change+98,822 (+1984%)
Value$5.3M (+$5.0M)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares103,672 from 101,918
Change+1,754 (+2%)
Value$5.3M (-$68.9K)
Filed 2026-10-14
Lincoln Capital Corp
INCREASED
Shares103,490 from 90,479
Change+13,011 (+14%)
Value$5.3M (+$520.6K)
Filed 2026-10-13
Foundry Financial Group, Inc.
INCREASED
Shares102,843 from 61,310
Change+41,533 (+68%)
Value$5.2M (+$2.0M)
Filed 2026-10-28
Security Financial Services, Inc.
DECREASED
Shares102,402 from 106,259
Change-3,857 (-4%)
Value$5.2M (-$360.6K)
Filed 2026-10-29
JB Capital LLC
INCREASED
Shares101,414 from 97,586
Change+3,828 (+4%)
Value$5.2M (+$43.1K)
Filed 2026-10-19
PUREfi Wealth, LLC
INCREASED
Shares100,440 from 58,724
Change+41,716 (+71%)
Value$5.1M (+$2.0M)
Filed 2026-10-19
Bedminster, LLC
DECREASED
Shares99,058 from 100,082
Change-1,024 (-1%)
Value$5.0M (-$207.1K)
Filed 2026-11-04
TBH Global Asset Management, LLC
INCREASED
Shares98,043 from 51,169
Change+46,874 (+92%)
Value$4.9M (+$2.2M)
Filed 2026-11-03
Cypress Capital Group
INCREASED
Shares95,880 from 88,610
Change+7,270 (+8%)
Value$4.9M (+$231.9K)
Filed 2026-11-03
Carson Advisory Inc.
INCREASED
Shares95,421 from 94,424
Change+997 (+1%)
Value$4.8M (-$95.7K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares93,057 from 78,778
Change+14,279 (+18%)
Value$4.7M (+$603.1K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares87,329 from 63,055
Change+24,274 (+39%)
Value$4.4M (+$1.1M)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares84,171 from 101,179
Change-17,008 (-17%)
Value$4.3M (-$1.0M)
Filed 2026-11-05
Advus Financial Partners, LLC
DECREASED
Shares84,099 from 94,700
Change-10,601 (-11%)
Value$4.3M (-$685.2K)
Filed 2026-10-20
Plancorp, LLC
INCREASED
Shares82,590 from 43,951
Change+38,639 (+88%)
Value$4.2M (+$1.9M)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares82,192 from 70,964
Change+11,228 (+16%)
Value$4.2M (+$484.2K)
Filed 2026-11-02
Mengis Capital Management, Inc.
INCREASED
Shares81,387 from 75,490
Change+5,897 (+8%)
Value$4.1M (+$182.5K)
Filed 2026-10-13
Financial Life Advisors
INCREASED
Shares80,199 from 77,002
Change+3,197 (+4%)
Value$4.1M (+$43.0K)
Filed 2026-10-14
Lunt Capital Management, Inc.
INCREASED
Shares80,077 from 75,903
Change+4,174 (+6%)
Value$4.1M (+$94.3K)
Filed 2026-10-30
Titleist Asset Management, LLC
DECREASED
Shares80,053 from 80,467
Change-414 (-1%)
Value$4.1M (-$145.7K)
Filed 2026-10-08
15 Wealth Advisors LLC
NEW
Shares79,808
Change+79,808
Value$4.1M
Filed 2026-10-14
Pettinga Financial Advisors LLC
DECREASED
Shares77,529 from 81,461
Change-3,932 (-5%)
Value$3.9M (-$326.0K)
Filed 2026-10-13
Box Hill Private Wealth LLC
INCREASED
Shares76,127 from 53,606
Change+22,521 (+42%)
Value$3.9M (+$1.1M)
Filed 2026-10-05
Atria Investments, Inc
INCREASED
Shares76,070 from 73,029
Change+3,041 (+4%)
Value$3.9M (+$41.2K)
Filed 2026-10-15
Financial Solutions Advisory Group, Inc.
NEW
Shares75,956
Change+75,956
Value$3.9M
Filed 2026-10-28
One Advisory Partners, LLC
INCREASED
Shares75,648 from 72,213
Change+3,435 (+5%)
Value$3.8M (+$62.5K)
Filed 2026-10-22
FFG Retirement Advisors LLC
DECREASED
Shares74,365 from 105,914
Change-31,549 (-30%)
Value$3.8M (-$1.8M)
Filed 2026-10-20
TSA Wealth Managment LLC
DECREASED
Shares73,907 from 79,358
Change-5,451 (-7%)
Value$3.8M (-$399.9K)
Filed 2026-10-22
AFG Fiduciary Services Limited Partnership
DECREASED
Shares72,560 from 74,132
Change-1,572 (-2%)
Value$3.7M (-$186.4K)
Filed 2026-10-21
BOS Asset Management, LLC
DECREASED
Shares71,192 from 75,399
Change-4,207 (-6%)
Value$3.6M (-$330.5K)
Filed 2026-10-09
Midwest Capital Advisors, LLC
DECREASED
Shares71,098 from 82,291
Change-11,193 (-14%)
Value$3.6M (-$696.0K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares71,026 from 66,359
Change+4,667 (+7%)
Value$3.6M (+$143.1K)
Filed 2026-10-09
Peak Wealth Management LLC
DECREASED
Shares70,538 from 75,705
Change-5,167 (-7%)
Value$3.6M (-$391.1K)
Filed 2026-10-26
Shepherd Financial Partners LLC
INCREASED
Shares70,022 from 59,011
Change+11,011 (+19%)
Value$3.6M (+$467.8K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares69,378 from 81,360
Change-11,982 (-15%)
Value$3.5M (-$716.8K)
Filed 2026-11-02
Beacon Financial Planning, Inc
INCREASED
Shares69,051 from 55,828
Change+13,223 (+24%)
Value$3.5M (+$585.1K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED
Shares68,366 from 34,684
Change+33,682 (+97%)
Value$3.5M (+$1.7M)
Filed 2026-10-05
DecisionMap Wealth Management, LLC
DECREASED
Shares67,758 from 79,589
Change-11,831 (-15%)
Value$3.4M (-$724.3K)
Filed 2026-10-29
Sofi Wealth, LLC
INCREASED
Shares65,479 from 64,254
Change+1,225 (+2%)
Value$3.3M (-$37.4K)
Filed 2026-10-27
Tennessee Valley Asset Management Partners
INCREASED
Shares65,283 from 61,398
Change+3,885 (+6%)
Value$3.3M (+$102.2K)
Filed 2026-11-03
RMR Capital Management, LLC
INCREASED
Shares64,137 from 62,992
Change+1,145 (+2%)
Value$3.3M (-$39.4K)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares64,048 from 64,083
Change-35 (0%)
Value$3.3M (-$101.1K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED
Shares63,904 from 57,276
Change+6,628 (+12%)
Value$3.2M (+$247.9K)
Filed 2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED
Shares63,654 from 57,977
Change+5,677 (+10%)
Value$3.2M (+$198.5K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED
Shares61,381 from 48,195
Change+13,186 (+27%)
Value$3.1M (+$595.0K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
DECREASED
Shares60,591 from 63,125
Change-2,534 (-4%)
Value$3.1M (-$193.1K)
Filed 2026-10-19
Elevated Financial Group LLC
DECREASED
Shares59,393 from 93,463
Change-34,070 (-36%)
Value$3.0M (-$1.9M)
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED
Shares57,953 from 77,534
Change-19,581 (-25%)
Value$2.9M (-$1.1M)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED
Shares56,898 from 65,508
Change-8,610 (-13%)
Value$2.9M (-$538.8K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares56,447 from 58,148
Change-1,701 (-3%)
Value$2.9M (-$176.5K)
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
INCREASED
Shares56,061 from 55,779
Change+282 (+1%)
Value$2.8M (-$72.2K)
Filed 2026-10-13
Ehrlich Financial Group
DECREASED
Shares55,627 from 62,739
Change-7,112 (-11%)
Value$2.8M (-$458.5K)
Filed 2026-10-20
4J Wealth Management LLC
DECREASED
Shares54,769 from 62,820
Change-8,051 (-13%)
Value$2.8M (-$506.2K)
Filed 2026-11-02
Alterna Wealth Management, Inc
DECREASED
Shares54,400 from 56,304
Change-1,904 (-3%)
Value$2.8M (-$184.0K)
Filed 2026-10-27
Trek Financial, LLC
DECREASED
Shares54,310 from 56,692
Change-2,382 (-4%)
Value$2.8M (-$208.9K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
DECREASED
Shares53,669 from 64,752
Change-11,083 (-17%)
Value$2.7M (-$654.0K)
Filed 2026-10-19
Simplicity Wealth,LLC
DECREASED
Shares53,524 from 61,037
Change-7,513 (-12%)
Value$2.7M (-$476.2K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED
Shares53,512 from 52,071
Change+1,441 (+3%)
Value$2.7M (-$7.5K)
Filed 2026-10-09
Allen Capital Group, LLC
INCREASED
Shares53,146 from 50,556
Change+2,590 (+5%)
Value$2.7M (+$53.2K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares52,073 from 32,233
Change+19,840 (+62%)
Value$2.6M (+$957.7K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
INCREASED
Shares51,838 from 46,749
Change+5,089 (+11%)
Value$2.6M (+$186.0K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares51,163 from 41,706
Change+9,457 (+23%)
Value$2.6M (+$415.7K)
Filed 2026-10-23
Sentinel Pension Advisors, LLC
INCREASED
Shares50,575 from 45,623
Change+4,952 (+11%)
Value$2.6M (+$189.9K)
Filed 2026-11-02
Triad Investment Management
INCREASED
Shares50,339 from 39,738
Change+10,601 (+27%)
Value$2.6M (+$476.8K)
Filed 2026-10-13
SWP Financial LLC
INCREASED
Shares49,548 from 48,932
Change+616 (+1%)
Value$2.5M (-$44.6K)
Filed 2026-10-23
Ignite Planners, LLC
NEW
Shares48,958
Change+48,958
Value$2.5M
Filed 2026-10-14
Watershed Private Wealth LLC
INCREASED
Shares48,695 from 47,473
Change+1,222 (+3%)
Value$2.5M (-$11.5K)
Filed 2026-10-30
Visionary Horizons, LLC
INCREASED
Shares48,295 from 38,738
Change+9,557 (+25%)
Value$2.5M (+$425.4K)
Filed 2026-10-22
FSA Investment Group, LLC
DECREASED
Shares48,199 from 55,170
Change-6,971 (-13%)
Value$2.4M (-$439.6K)
Filed 2026-10-07
Claro Advisors Inc.
INCREASED
Shares47,443 from 38,412
Change+9,031 (+24%)
Value$2.4M (+$399.2K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares47,114 from 38,391
Change+8,723 (+23%)
Value$2.4M (+$383.6K)
Filed 2026-11-05
Archer Investment Management, LLC
INCREASED
Shares46,714 from 44,232
Change+2,482 (+6%)
Value$2.4M (+$57.5K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED
Shares46,287 from 50,087
Change-3,800 (-8%)
Value$2.4M (-$270.6K)
Filed 2026-10-29
Merited Wealth, LLC
INCREASED
Shares46,253 from 38,358
Change+7,895 (+21%)
Value$2.3M (+$341.5K)
Filed 2026-10-13
Princeton Global Asset Management LLC
INCREASED
Shares46,244 from 36,599
Change+9,645 (+26%)
Value$2.3M (+$433.1K)
Filed 2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares46,220 from 43,817
Change+2,403 (+5%)
Value$2.3M (+$54.1K)
Filed 2026-10-13
Jeter Robert S II
DECREASED
Shares45,694 from 53,481
Change-7,787 (-15%)
Value$2.3M (-$474.4K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares45,022 from 34,716
Change+10,306 (+30%)
Value$2.3M (+$488.1K)
Filed 2026-10-20
Gilpin Wealth Management, LLC
DECREASED
Shares44,164 from 45,177
Change-1,013 (-2%)
Value$2.2M (-$121.5K)
Filed 2026-10-09
Integrated Advisors Network LLC
INCREASED
Shares43,181 from 35,750
Change+7,431 (+21%)
Value$2.2M (+$322.0K)
Filed 2026-10-20
Corrado Advisors, LLC
INCREASED
Shares42,303 from 39,806
Change+2,497 (+6%)
Value$2.1M (+$65.1K)
Filed 2026-10-27
West Wealth Group, LLC
INCREASED
Shares41,952 from 39,486
Change+2,466 (+6%)
Value$2.1M (+$64.1K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares41,946 from 27,699
Change+14,247 (+51%)
Value$2.1M (+$680.6K)
Filed 2026-10-14
LifeGoal Investments, LLC
NEW
Shares41,351
Change+41,351
Value$2.1M
Filed 2026-10-09
Worth Financial Advisory Group, LLC
INCREASED
Shares41,309 from 40,493
Change+816 (+2%)
Value$2.1M (-$21.3K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares40,376 from 41,862
Change-1,486 (-4%)
Value$2.1M (-$140.4K)
Filed 2026-11-02
Sherman Wealth Management LLC
INCREASED
Shares39,901 from 32,660
Change+7,241 (+22%)
Value$2.0M (+$317.1K)
Filed 2026-10-16
Bluesphere Advisors LLC
DECREASED
Shares39,569 from 41,088
Change-1,519 (-4%)
Value$2.0M (-$140.9K)
Filed 2026-10-19
Optivise Advisory Services LLC
DECREASED
Shares39,567 from 43,282
Change-3,715 (-9%)
Value$2.0M (-$255.8K)
Filed 2026-10-19
G&S Capital LLC
DECREASED
Shares39,345 from 42,852
Change-3,507 (-8%)
Value$2.0M (-$244.5K)
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares37,761 from 32,076
Change+5,685 (+18%)
Value$1.9M (+$239.0K)
Filed 2026-11-03
Buttonwood Financial Group, LLC
INCREASED
Shares37,694 from 36,623
Change+1,071 (+3%)
Value$1.9M (-$5.3K)
Filed 2026-10-16
Williams & Novak Wealth Management, LLC
INCREASED
Shares37,023 from 31,714
Change+5,309 (+17%)
Value$1.9M (+$220.5K)
Filed 2026-10-09
Range Financial Group LLC
DECREASED
Shares36,617 from 43,870
Change-7,253 (-17%)
Value$1.9M (-$436.4K)
Filed 2026-10-21
Narus Financial Partners, LLC
INCREASED
Shares36,367 from 21,432
Change+14,935 (+70%)
Value$1.8M (+$725.3K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
INCREASED
Shares36,110 from 6,608
Change+29,502 (+446%)
Value$1.8M (+$1.5M)
Filed 2026-10-21
SigFig Wealth Management, LLC
DECREASED
Shares35,648 from 36,135
Change-487 (-1%)
Value$1.8M (-$84.4K)
Filed 2026-10-07
Daviman Financial, LLC
DECREASED
Shares35,152 from 53,476
Change-18,324 (-34%)
Value$1.8M (-$1.0M)
Filed 2026-11-06
First Growth Capital LLC
INCREASED
Shares34,669 from 32,013
Change+2,656 (+8%)
Value$1.8M (+$85.3K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares34,616 from 30,275
Change+4,341 (+14%)
Value$1.8M (+$174.1K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares34,363 from 36,510
Change-2,147 (-6%)
Value$1.7M (-$165.7K)
Filed 2026-10-14
Fusion Capital, LLC
INCREASED
Shares33,687 from 20,963
Change+12,724 (+61%)
Value$1.7M (+$613.8K)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
INCREASED
Shares33,075 from 29,236
Change+3,839 (+13%)
Value$1.7M (+$149.7K)
Filed 2026-10-19
Able Wealth Management LLC
DECREASED
Shares32,529 from 41,163
Change-8,634 (-21%)
Value$1.6M (-$508.8K)
Filed 2026-10-13
Avory & Company, LLC
INCREASED
Shares32,482 from 9,875
Change+22,607 (+229%)
Value$1.6M (+$1.1M)
Filed 2026-10-21
Endeavor Private Wealth, Inc.
INCREASED
Shares32,464 from 30,715
Change+1,749 (+6%)
Value$1.6M (+$41.2K)
Filed 2026-11-05
Cypress Wealth Services, LLC
DECREASED
Shares32,305 from 34,859
Change-2,554 (-7%)
Value$1.6M (-$186.3K)
Filed 2026-10-21
Sculati Wealth Management, LLC
DECREASED
Shares32,289 from 33,453
Change-1,164 (-3%)
Value$1.6M (-$107.5K)
Filed 2026-10-19
Traveka Wealth, LLC
INCREASED
Shares31,945 from 23,782
Change+8,163 (+34%)
Value$1.6M (+$377.7K)
Filed 2026-10-19
Whalen Wealth Management Inc.
NEW
Shares31,718
Change+31,718
Value$1.6M
Filed 2026-10-08
Asset One Wealth Management LLC
NEW
Shares31,535
Change+31,535
Value$1.6M
Filed 2026-11-02
Town Capital LLC
INCREASED
Shares31,047 from 26,609
Change+4,438 (+17%)
Value$1.6M (+$184.2K)
Filed 2026-11-03
Legacy Edge Advisors, LLC
INCREASED
Shares30,858 from 27,279
Change+3,579 (+13%)
Value$1.6M (+$139.5K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares30,613 from 28,507
Change+2,106 (+7%)
Value$1.6M (+$62.7K)
Filed 2026-10-26
Financial Planning Hawaii, Inc.
INCREASED
Shares30,594 from 30,032
Change+562 (+2%)
Value$1.6M (-$18.0K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares30,235 from 31,685
Change-1,450 (-5%)
Value$1.5M (-$122.8K)
Filed 2026-11-04
Signature Wealth Management Partners, LLC
INCREASED
Shares29,812 from 28,749
Change+1,063 (+4%)
Value$1.5M (+$9.4K)
Filed 2026-10-21
May Hill Capital, LLC
INCREASED
Shares29,795 from 27,511
Change+2,284 (+8%)
Value$1.5M (+$73.3K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares29,121 from 21,394
Change+7,727 (+36%)
Value$1.5M (+$359.3K)
Filed 2026-10-15
A4 Wealth Advisors LLC
DECREASED
Shares28,510 from 28,975
Change-465 (-2%)
Value$1.4M (-$68.5K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares28,401 from 27,490
Change+911 (+3%)
Value$1.4M (+$3.7K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED
Shares28,074 from 29,120
Change-1,046 (-4%)
Value$1.4M (-$98.2K)
Filed 2026-11-05
Atlatl Advisers LLC
DECREASED
Shares27,684 from 29,839
Change-2,155 (-7%)
Value$1.4M (-$155.7K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares27,172 from 9,939
Change+17,233 (+173%)
Value$1.4M (+$859.8K)
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED
Shares26,097 from 26,567
Change-470 (-2%)
Value$1.3M (-$65.1K)
Filed 2026-11-03
Two West Capital Advisors LLC
DECREASED
Shares26,069 from 28,008
Change-1,939 (-7%)
Value$1.3M (-$133.0K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares25,947
Change+25,947
Value$1.3M
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares25,890 from 25,890
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-13
TrueMark Investments, LLC
DECREASED
Shares24,452 from 50,793
Change-26,341 (-52%)
Value$1.2M (-$1.4M)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares24,335 from 14,587
Change+9,748 (+67%)
Value$1.2M (+$472.5K)
Filed 2026-10-29
Avantax Planning Partners, Inc.
DECREASED
Shares24,310 from 24,546
Change-236 (-1%)
Value$1.2M (-$50.0K)
Filed 2026-11-03
RDA Financial Network
DECREASED
Shares23,936 from 26,629
Change-2,693 (-10%)
Value$1.2M (-$178.1K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares23,770 from 22,974
Change+796 (+3%)
Value$1.2M (+$4.8K)
Filed 2026-11-03
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares23,731 from 52,610
Change-28,879 (-55%)
Value$1.2M (-$1.5M)
Filed 2026-11-05
Triton Wealth Management, Pllc
INCREASED
Shares23,661 from 18,454
Change+5,207 (+28%)
Value$1.2M (+$236.1K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares23,350 from 19,417
Change+3,933 (+20%)
Value$1.2M (+$169.6K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares23,177 from 16,186
Change+6,991 (+43%)
Value$1.2M (+$330.0K)
Filed 2026-10-20
Cassilly Financial Group LLC
DECREASED
Shares23,148 from 23,916
Change-768 (-3%)
Value$1.2M (-$76.1K)
Filed 2026-10-07
Dudley Capital Management, LLC
DECREASED
Shares23,142 from 23,725
Change-583 (-2%)
Value$1.2M (-$66.4K)
Filed 2026-10-23
Aventus Investment Advisors, Inc.
DECREASED
Shares22,971 from 22,985
Change-14 (0%)
Value$1.2M (-$36.3K)
Filed 2026-10-09
Citigroup Inc
INCREASED
Shares22,939 from 11,579
Change+11,360 (+98%)
Value$1.2M (+$559.0K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares22,442 from 14,581
Change+7,861 (+54%)
Value$1.1M (+$375.2K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares22,366 from 17,739
Change+4,627 (+26%)
Value$1.1M (+$207.6K)
Filed 2026-10-21
Stone House Investment Management, LLC
INCREASED
Shares21,715 from 21,261
Change+454 (+2%)
Value$1.1M (-$9.9K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares21,513 from 21,325
Change+188 (+1%)
Value$1.1M (-$22.1K)
Filed 2026-10-23
Avior Wealth Management, LLC
UNCHANGED
Shares20,106 from 20,106
Change0 (0%)
Value$1.0M (-$31.2K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares19,943 from 21,770
Change-1,827 (-8%)
Value$1.0M (-$126.5K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares19,500 from 17,736
Change+1,764 (+10%)
Value$990.4K (+$62.1K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares19,197 from 19,348
Change-151 (-1%)
Value$975.0K (-$37.7K)
Filed 2026-10-16
Beacon Capital Management, LLC
INCREASED
Shares19,112 from 8,064
Change+11,048 (+137%)
Value$970.7K (+$548.6K)
Filed 2026-10-23
National Wealth Management Group, LLC
INCREASED
Shares19,090 from 15,529
Change+3,561 (+23%)
Value$969.6K (+$156.8K)
Filed 2026-10-26
Balefire, LLC
INCREASED
Shares18,862 from 8,465
Change+10,397 (+123%)
Value$958.0K (+$514.9K)
Filed 2026-10-09
VestGen Advisors, LLC
INCREASED
Shares18,782 from 17,667
Change+1,115 (+6%)
Value$953.9K (+$29.2K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares18,766 from 108,788
Change-90,022 (-83%)
Value$953.1K (-$4.7M)
Filed 2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED
Shares18,597 from 13,276
Change+5,321 (+40%)
Value$944.5K (+$249.7K)
Filed 2026-10-29
Cornerstone Planning Group LLC
DECREASED
Shares18,556 from 20,954
Change-2,398 (-11%)
Value$940.6K (-$148.2K)
Filed 2026-10-16
Lionsbridge Wealth Management LLC
DECREASED
Shares18,529 from 19,401
Change-872 (-4%)
Value$941.1K (-$74.4K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
INCREASED
Shares18,520 from 18,307
Change+213 (+1%)
Value$940.6K (-$17.6K)
Filed 2026-10-20
Waterfront Wealth Inc.
INCREASED
Shares18,089 from 17,333
Change+756 (+4%)
Value$917.3K (+$12.9K)
Filed 2026-11-03
MKT Advisors LLC
DECREASED
Shares18,021 from 18,952
Change-931 (-5%)
Value$912.8K (-$76.5K)
Filed 2026-10-20
Raab & Moskowitz Asset Management LLC
INCREASED
Shares17,789 from 17,150
Change+639 (+4%)
Value$903.5K (+$5.9K)
Filed 2026-11-02
Cabot Wealth Management Inc
NEW
Shares17,445
Change+17,445
Value$886.0K
Filed 2026-11-05
Elevatus Welath Management
DECREASED
Shares16,752 from 185,012
Change-168,260 (-91%)
Value$850.8K (-$8.8M)
Filed 2026-10-19
Reicon Wealth Advisors, LLC
INCREASED
Shares16,704 from 15,090
Change+1,614 (+11%)
Value$848.4K (+$58.6K)
Filed 2026-11-04
Strategic Equity Management
DECREASED
Shares16,500 from 25,008
Change-8,508 (-34%)
Value$838.1K (-$470.9K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
DECREASED
Shares16,222 from 17,367
Change-1,145 (-7%)
Value$823.9K (-$85.1K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares15,973 from 13,390
Change+2,583 (+19%)
Value$811.3K (+$110.5K)
Filed 2026-10-29
Cobblestone Asset Management LLC
DECREASED
Shares15,921 from 16,113
Change-192 (-1%)
Value$808.6K (-$34.7K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares15,522 from 18,728
Change-3,206 (-17%)
Value$788.3K (-$191.9K)
Filed 2026-10-30
Endowment Wealth Management, Inc.
INCREASED
Shares15,408 from 12,988
Change+2,420 (+19%)
Value$782.6K (+$102.8K)
Filed 2026-11-03
CRA Financial Services, LLC
DECREASED
Shares15,286 from 16,601
Change-1,315 (-8%)
Value$776.4K (-$92.5K)
Filed 2026-10-16
MSH Capital Advisors LLC
INCREASED
Shares15,260 from 14,631
Change+629 (+4%)
Value$775.0K (+$9.2K)
Filed 2026-11-03
Freedom Financial Partners LLC
NEW
Shares15,096
Change+15,096
Value$766.7K
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares15,004 from 12,830
Change+2,174 (+17%)
Value$762.0K (+$90.5K)
Filed 2026-10-08
Pullen Investment Management, LLC
INCREASED
Shares14,962 from 7,778
Change+7,184 (+92%)
Value$759.9K (+$352.8K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
DECREASED
Shares14,871 from 16,845
Change-1,974 (-12%)
Value$755.3K (-$126.4K)
Filed 2026-10-14
Pinnacle Associates LTD
INCREASED
Shares14,864 from 14,333
Change+531 (+4%)
Value$755.0K (+$4.8K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
INCREASED
Shares14,856 from 8,962
Change+5,894 (+66%)
Value$754.5K (+$285.5K)
Filed 2026-10-20
Novem Group
INCREASED
Shares14,751 from 8,026
Change+6,725 (+84%)
Value$749.2K (+$329.1K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares14,515 from 15,540
Change-1,025 (-7%)
Value$737.2K (-$76.1K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares14,393 from 23,794
Change-9,401 (-40%)
Value$731.0K (-$504.6K)
Filed 2026-10-13
Arwa LLC
INCREASED
Shares14,075 from 13,795
Change+280 (+2%)
Value$713.5K (-$6.2K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares14,063 from 13,475
Change+588 (+4%)
Value$714.3K (+$9.0K)
Filed 2026-10-27
Avantra Family Wealth, Inc.
DECREASED
Shares13,866 from 16,225
Change-2,359 (-15%)
Value$704.3K (-$144.9K)
Filed 2026-10-20
Marino, Stram & Associates LLC
INCREASED
Shares13,612 from 8,970
Change+4,642 (+52%)
Value$691.3K (+$221.8K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares13,611
Change+13,611
Value$691.3K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares13,611 from 8,458
Change+5,153 (+61%)
Value$691.3K (+$248.6K)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares13,481 from 12,366
Change+1,115 (+9%)
Value$684.7K (+$37.5K)
Filed 2026-10-19
Verus Capital Partners, LLC
INCREASED
Shares13,366 from 9,394
Change+3,972 (+42%)
Value$678.9K (+$187.2K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares13,317 from 12,556
Change+761 (+6%)
Value$676.4K (+$19.2K)
Filed 2026-10-08
Strategy Asset Managers LLC
DECREASED
Shares13,223 from 14,352
Change-1,129 (-8%)
Value$671.6K (-$79.6K)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares13,129
Change+13,129
Value$666.8K
Filed 2026-10-28
Investment Planning Advisors, Inc.
DECREASED
Shares12,852 from 13,080
Change-228 (-2%)
Value$652.8K (-$31.9K)
Filed 2026-10-14
ASL Financial, LLC
INCREASED
Shares12,753 from 11,282
Change+1,471 (+13%)
Value$647.7K (+$57.2K)
Filed 2026-10-15
Firethorn Wealth Partners, LLC
DECREASED
Shares12,417 from 14,237
Change-1,820 (-13%)
Value$630.6K (-$114.5K)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares12,221 from 89,668
Change-77,447 (-86%)
Value$621.0K (-$4.1M)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares11,870 from 14,927
Change-3,057 (-20%)
Value$602.9K (-$178.4K)
Filed 2026-11-05
Jefferson Bridge Capital, LLC
INCREASED
Shares11,604 from 11,474
Change+130 (+1%)
Value$589.4K (-$11.2K)
Filed 2026-11-06
LongView Wealth Management
INCREASED
Shares11,584 from 8,385
Change+3,199 (+38%)
Value$588.4K (+$149.5K)
Filed 2026-10-19
Moneco Advisors, LLC
NEW
Shares11,477
Change+11,477
Value$582.9K
Filed 2026-11-05
Tritonpoint Wealth, LLC
INCREASED
Shares11,427 from 5,289
Change+6,138 (+116%)
Value$580.4K (+$303.6K)
Filed 2026-10-19
Carolina Wealth Management Inc
UNCHANGED
Shares11,293 from 11,293
Change0 (0%)
Value$573.6K (-$17.5K)
Filed 2026-10-29
M Holdings Securities, Inc.
NEW
Shares11,114
Change+11,114
Value$564.0K
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares11,104 from 11,043
Change+61 (+1%)
Value$564.0K (-$14.0K)
Filed 2026-10-19
Ariadne Wealth Management, LP
NEW
Shares11,057
Change+11,057
Value$561.6K
Filed 2026-11-06
Brown, Lisle Ings, Inc.
DECREASED
Shares11,017 from 11,317
Change-300 (-3%)
Value$559.6K (-$32.8K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares11,002 from 24,766
Change-13,764 (-56%)
Value$558.8K (-$737.4K)
Filed 2026-11-02
RW Investment Management LLC
DECREASED
Shares10,830 from 10,869
Change-39 (0%)
Value$550.1K (-$18.8K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares10,755 from 9,857
Change+898 (+9%)
Value$546.2K (+$30.3K)
Filed 2026-10-14
Granville Capital, Inc.
NEW
Shares10,728
Change+10,728
Value$544.9K
Filed 2026-11-05
Curated Wealth Partners LLC
NEW
Shares10,727
Change+10,727
Value$544.8K
Filed 2026-10-15
Juno Financial Group LLC
INCREASED
Shares10,630 from 10,518
Change+112 (+1%)
Value$539.9K (-$10.6K)
Filed 2026-10-27
Polaris Investment Advisors, LLC
DECREASED
Shares10,627 from 12,127
Change-1,500 (-12%)
Value$539.7K (-$95.0K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares10,438 from 10,252
Change+186 (+2%)
Value$530.1K (-$6.4K)
Filed 2026-10-22
Centurion Wealth Management LLC
DECREASED
Shares10,342 from 55,833
Change-45,491 (-81%)
Value$525.3K (-$2.4M)
Filed 2026-10-13
Krilogy Financial LLC
NEW
Shares10,297
Change+10,297
Value$522.0K
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares10,238 from 10,604
Change-366 (-3%)
Value$520.0K (-$35.0K)
Filed 2026-11-06
TPG Advisors LLC
DECREASED
Shares10,237 from 12,151
Change-1,914 (-16%)
Value$519.9K (-$116.0K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares10,217 from 7,806
Change+2,411 (+31%)
Value$519.0K (+$110.0K)
Filed 2026-10-22
Sun Group Wealth Partners
INCREASED
Shares10,200 from 9,200
Change+1,000 (+11%)
Value$518.1K (+$36.5K)
Filed 2026-10-26
Naples Global Advisors, LLC
UNCHANGED
Shares10,125 from 10,125
Change0 (0%)
Value$514.2K (-$15.7K)
Filed 2026-11-05
Latitude Advisors, LLC
DECREASED
Shares10,021 from 11,045
Change-1,024 (-9%)
Value$508.9K (-$69.2K)
Filed 2026-10-27
Gen-Wealth Partners Inc
DECREASED
Shares10,017 from 10,745
Change-728 (-7%)
Value$508.8K (-$53.6K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares9,995
Change+9,995
Value$507.6K
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares9,970 from 9,970
Change0 (0%)
Value$522.0K ($0)
Filed 2026-10-26
Asempa Wealth Advisors
DECREASED
Shares9,918 from 10,538
Change-620 (-6%)
Value$501.5K (-$50.1K)
Filed 2026-10-07
Richard P Slaughter Associates Inc
INCREASED
Shares9,621 from 9,431
Change+190 (+2%)
Value$488.6K (-$5.0K)
Filed 2026-10-13
Secure Asset Management, LLC
DECREASED
Shares9,583 from 9,850
Change-267 (-3%)
Value$486.7K (-$28.9K)
Filed 2026-10-19
Roxbury Financial LLC
DECREASED
Shares9,526 from 9,682
Change-156 (-2%)
Value$483.8K (-$22.9K)
Filed 2026-10-01
Kelleher Financial Advisors
INCREASED
Shares9,381 from 8,882
Change+499 (+6%)
Value$476.4K (+$11.5K)
Filed 2026-10-30
Lifelong Wealth Advisors, Inc.
DECREASED
Shares9,267 from 10,368
Change-1,101 (-11%)
Value$470.7K (-$72.0K)
Filed 2026-10-19
XY Planning Network, Inc.
DECREASED
Shares9,158 from 9,758
Change-600 (-6%)
Value$465.1K (-$45.6K)
Filed 2026-10-14
Catalyst Financial Partners LLC
NEW
Shares9,000
Change+9,000
Value$457.1K
Filed 2026-11-06
Stevens Capital Partners
DECREASED
Shares8,982 from 9,149
Change-167 (-2%)
Value$456.2K (-$22.6K)
Filed 2026-10-29
Trust Co
INCREASED
Shares8,936 from 5,161
Change+3,775 (+73%)
Value$453.9K (+$183.7K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
DECREASED
Shares8,831 from 70,777
Change-61,946 (-88%)
Value$448.3K (-$3.3M)
Filed 2026-11-02
BAM Wealth Management, LLC
NEW
Shares8,756
Change+8,756
Value$444.7K
Filed 2026-10-15
Ashton Thomas Securities, LLC
DECREASED
Shares8,554 from 8,901
Change-347 (-4%)
Value$434.5K (-$31.4K)
Filed 2026-10-26
Sonata Capital Group Inc
UNCHANGED
Shares8,535 from 8,535
Change0 (0%)
Value$433.5K (-$13.2K)
Filed 2026-10-19
Avid Wealth Partners LLC
INCREASED
Shares8,534 from 8,063
Change+471 (+6%)
Value$433.4K (+$11.4K)
Filed 2026-11-03
M Wealth Management, LLC
NEW
Shares8,403
Change+8,403
Value$426.8K
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares8,340 from 8,136
Change+204 (+3%)
Value$423.6K (-$2.2K)
Filed 2026-11-04
Bernardo Wealth Planning LLC
NEW
Shares8,174
Change+8,174
Value$415.2K
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares8,080 from 7,218
Change+862 (+12%)
Value$410.4K (+$32.6K)
Filed 2026-11-03
EdgeRock Capital LLC
NEW
Shares8,071
Change+8,071
Value$409.9K
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares7,820
Change+7,820
Value$397.2K
Filed 2026-11-04
First Hawaiian Bank
NEW
Shares7,815
Change+7,815
Value$396.9K
Filed 2026-10-14
BCU Wealth Advisors, LLC
DECREASED
Shares7,795 from 7,944
Change-149 (-2%)
Value$395.9K (-$19.8K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares7,776 from 9,050
Change-1,274 (-14%)
Value$394.9K (-$78.7K)
Filed 2026-10-14
Journey Advisory Group, LLC
INCREASED
Shares7,770 from 3,900
Change+3,870 (+99%)
Value$394.6K (+$190.5K)
Filed 2026-11-04
Oak Grove Capital LLC
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$391.1K (-$11.9K)
Filed 2026-10-09
Veracity Capital LLC
NEW
Shares7,697
Change+7,697
Value$391.0K
Filed 2026-10-08
Heritage Family Offices, LLP
DECREASED
Shares7,662 from 9,958
Change-2,296 (-23%)
Value$389.2K (-$132.0K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
DECREASED
Shares7,618 from 9,302
Change-1,684 (-18%)
Value$386.9K (-$99.9K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares7,563 from 7,354
Change+209 (+3%)
Value$384.1K (-$771)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares7,285 from 8,031
Change-746 (-9%)
Value$370.0K (-$50.3K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
NEW
Shares7,229
Change+7,229
Value$367.2K
Filed 2026-10-30
MMA Asset Management LLC
INCREASED
Shares7,197 from 5,458
Change+1,739 (+32%)
Value$365.5K (+$79.9K)
Filed 2026-11-02
Oregon Pacific Wealth Management, LLC
DECREASED
Shares7,197 from 8,068
Change-871 (-11%)
Value$365.5K (-$56.7K)
Filed 2026-10-20
Chris Bulman Inc
INCREASED
Shares7,145 from 4,269
Change+2,876 (+67%)
Value$362.9K (+$139.5K)
Filed 2026-10-20
Skyline Advisors, Inc.
DECREASED
Shares7,065 from 8,817
Change-1,752 (-20%)
Value$358.8K (-$102.6K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares7,017 from 6,825
Change+192 (+3%)
Value$356.4K (-$829)
Filed 2026-11-05
Lockerman Financial Group, Inc.
INCREASED
Shares6,842 from 6,624
Change+218 (+3%)
Value$347.5K (+$805)
Filed 2026-10-19
Fifth Third Securities, Inc.
NEW
Shares6,764
Change+6,764
Value$343.6K
Filed 2026-10-21
ETF Store, Inc.
INCREASED
Shares6,615 from 6,202
Change+413 (+7%)
Value$336.0K (+$11.3K)
Filed 2026-10-19
One Wealth Capital Management, LLC
DECREASED
Shares6,548 from 10,102
Change-3,554 (-35%)
Value$332.6K (-$196.2K)
Filed 2026-10-23
Newport Capital Group, LLC
NEW
Shares6,522
Change+6,522
Value$336.1K
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares6,464 from 10,581
Change-4,117 (-39%)
Value$327.3K (-$226.5K)
Filed 2026-10-15
Syntegra Private Wealth Group, LLC
INCREASED
Shares6,391 from 6,338
Change+53 (+1%)
Value$324.6K (-$7.1K)
Filed 2026-10-13
Robinson Smith Wealth Advisors LLC
INCREASED
Shares6,253 from 6,124
Change+129 (+2%)
Value$317.6K (-$2.9K)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares6,227 from 14,167
Change-7,940 (-56%)
Value$316.3K (-$425.2K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares6,212 from 5,403
Change+809 (+15%)
Value$315.5K (+$32.7K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares6,152 from 8,600
Change-2,448 (-28%)
Value$312.4K (-$137.7K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares6,070 from 6,067
Change+3 (+0%)
Value$308.3K (-$9.3K)
Filed 2026-10-20
Sellwood Investment Partners LLC
INCREASED
Shares6,050 from 5,971
Change+79 (+1%)
Value$307.3K (-$5.2K)
Filed 2026-11-03
Parsons Capital Management Inc
DECREASED
Shares6,029 from 6,468
Change-439 (-7%)
Value$306.2K (-$32.3K)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares6,023 from 7,952
Change-1,929 (-24%)
Value$305.9K (-$110.3K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares6,017 from 26,268
Change-20,251 (-77%)
Value$305.6K (-$1.1M)
Filed 2026-10-28
Ritholtz Wealth Management
UNCHANGED
Shares5,990 from 5,990
Change0 (0%)
Value$304.2K (-$9.3K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares5,770 from 8,090
Change-2,320 (-29%)
Value$293.1K (-$130.4K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
DECREASED
Shares5,767 from 5,800
Change-33 (-1%)
Value$292.9K (-$10.7K)
Filed 2026-10-22
Apex Wealth Management, LLC
DECREASED
Shares5,745 from 25,773
Change-20,028 (-78%)
Value$291.8K (-$1.1M)
Filed 2026-10-20
E&G Advisors, LLC
DECREASED
Shares5,700 from 5,900
Change-200 (-3%)
Value$289.5K (-$19.3K)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
INCREASED
Shares5,630 from 5,230
Change+400 (+8%)
Value$285.9K (+$12.2K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
NEW
Shares5,590
Change+5,590
Value$283.3K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares5,543
Change+5,543
Value$281.5K
Filed 2026-10-21
Advisory Solutions Group, LLC
DECREASED
Shares5,526 from 6,704
Change-1,178 (-18%)
Value$280.7K (-$70.2K)
Filed 2026-10-14
Flagstar Securities, Inc
INCREASED
Shares5,386 from 5,315
Change+71 (+1%)
Value$273.6K (-$4.7K)
Filed 2026-10-15
Regatta Capital Group, LLC
UNCHANGED
Shares5,353 from 5,353
Change0 (0%)
Value$271.9K (-$8.3K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED
Shares5,142 from 5,170
Change-28 (-1%)
Value$261.2K (-$9.4K)
Filed 2026-10-16
International Assets Investment Management, LLC
INCREASED
Shares5,066 from 4,511
Change+555 (+12%)
Value$256.1K (+$20.8K)
Filed 2026-11-02
Commerce Advisors, LLC
DECREASED
Shares4,995 from 5,795
Change-800 (-14%)
Value$253.7K (-$49.6K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares4,984 from 5,057
Change-73 (-1%)
Value$253.2K (-$11.6K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares4,983 from 4,946
Change+37 (+1%)
Value$253.1K (-$5.8K)
Filed 2026-10-23
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares4,978 from 4,919
Change+59 (+1%)
Value$252.8K (-$4.6K)
Filed 2026-10-14
Mosley Wealth Management
DECREASED
Shares4,924 from 5,144
Change-220 (-4%)
Value$249.6K (-$19.6K)
Filed 2026-10-16
Smith Shellnut Wilson LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$249.1K (-$7.6K)
Filed 2026-10-21
Saxon Interests, Inc.
NEW
Shares4,853
Change+4,853
Value$246.5K
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares4,775 from 4,775
Change0 (0%)
Value$242.5K (-$7.4K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
UNCHANGED
Shares4,723 from 4,723
Change0 (0%)
Value$239.9K (-$7.3K)
Filed 2026-10-20
Omni 360 Wealth, Inc.
DECREASED
Shares4,519 from 5,021
Change-502 (-10%)
Value$229.5K (-$33.3K)
Filed 2026-10-13
John W. Brooker & Co., CPAs
DECREASED
Shares4,485 from 15,728
Change-11,243 (-71%)
Value$227.8K (-$595.4K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares4,466 from 4,728
Change-262 (-6%)
Value$226.8K (-$20.7K)
Filed 2026-10-07
First Financial Group Corp
INCREASED
Shares4,464 from 4,428
Change+36 (+1%)
Value$226.7K (-$5.1K)
Filed 2026-10-22
Winthrop Advisory Group LLC
DECREASED
Shares4,438 from 5,176
Change-738 (-14%)
Value$225.4K (-$45.5K)
Filed 2026-10-22
Citizens Financial Group Inc
INCREASED
Shares4,333 from 4,329
Change+4 (+0%)
Value$220.1K (-$6.5K)
Filed 2026-10-23
Sutton Place Investors LLC
DECREASED
Shares4,288 from 4,805
Change-517 (-11%)
Value$217.8K (-$33.7K)
Filed 2026-10-20
Wealth Group Ltd
INCREASED
Shares4,255 from 4,240
Change+15 (+0%)
Value$215.2K (-$6.7K)
Filed 2026-10-07
Boomfish Wealth Group, LLC
NEW
Shares4,238
Change+4,238
Value$215.2K
Filed 2026-10-22
PCG Asset Management, LLC
NEW
Shares4,079
Change+4,079
Value$207.2K
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,076 from 5,977
Change-1,901 (-32%)
Value$207.0K (-$105.8K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares4,055 from 3,986
Change+69 (+2%)
Value$206.0K (-$2.7K)
Filed 2026-10-13
Pathway Financial Advisors LLC
DECREASED
Shares4,037 from 5,349
Change-1,312 (-25%)
Value$205.0K (-$73.8K)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,722 from 3,240
Change+482 (+15%)
Value$189.1K (+$19.5K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$172.5K (-$5.3K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares2,678 from 2,704
Change-26 (-1%)
Value$136.0K (-$5.5K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$129.0K (-$3.9K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
INCREASED
Shares2,531 from 1,097
Change+1,434 (+131%)
Value$128.6K (+$71.1K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares2,293 from 1,046
Change+1,247 (+119%)
Value$116.5K (+$61.7K)
Filed 2026-10-29
Retirement Wealth Solutions LLC
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$115.9K (-$3.5K)
Filed 2026-10-07
CoreCap Advisors, LLC
DECREASED
Shares2,148 from 2,951
Change-803 (-27%)
Value$109.1K (-$45.4K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares2,128 from 2,105
Change+23 (+1%)
Value$111.4K (+$1.2K)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares2,068 from 2,123
Change-55 (-3%)
Value$105.0K (-$6.1K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$104.7K (-$3.2K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$98.3K (-$3.0K)
Filed 2026-10-05
Barrett & Company, Inc.
INCREASED
Shares1,731 from 1,724
Change+7 (+0%)
Value$87.9K (-$2.3K)
Filed 2026-10-22
Wells Financial Advisors Inc
DECREASED
Shares1,636 from 1,749
Change-113 (-6%)
Value$83.1K (-$8.5K)
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares1,624 from 1,433
Change+191 (+13%)
Value$82.5K (+$7.5K)
Filed 2026-11-03
Trust Co of Vermont
DECREASED
Shares1,575 from 1,875
Change-300 (-16%)
Value$80.0K (-$18.1K)
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares1,566 from 1,510
Change+56 (+4%)
Value$79.5K (+$475)
Filed 2026-11-04
Nvwm, LLC
NEW
Shares1,370
Change+1,370
Value$69.6K
Filed 2026-10-14
First Horizon Corp
DECREASED
Shares1,350 from 1,800
Change-450 (-25%)
Value$68.6K (-$25.6K)
Filed 2026-10-26
Canton Hathaway, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$66.0K (-$2.0K)
Filed 2026-10-23
Beacon Financial Strategies Corp
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$57.3K (-$1.8K)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$57.1K (-$1.7K)
Filed 2026-10-19
William Mack & Associates, Inc.
DECREASED
Shares1,055 from 8,255
Change-7,200 (-87%)
Value$53.6K (-$378.5K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares1,047
Change+1,047
Value$53.2K
Filed 2026-10-19
High Point Wealth Management, LLC
NEW
Shares845
Change+845
Value$42.9K
Filed 2026-11-05
Yankcom Partnership
NEW
Shares817
Change+817
Value$41.5K
Filed 2026-10-15
Chilton Capital Management LLC
NEW
Shares800
Change+800
Value$40.6K
Filed 2026-10-28
Realta Investment Advisors
INCREASED
Shares765 from 700
Change+65 (+9%)
Value$38.9K (+$2.2K)
Filed 2026-10-14
Central Trust Co
NEW
Shares716
Change+716
Value$36.4K
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
NEW
Shares709
Change+709
Value$36.0K
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$35.9K (-$1.1K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares670 from 566
Change+104 (+18%)
Value$34.0K (+$4.4K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares636 from 644
Change-8 (-1%)
Value$32.3K (-$1.4K)
Filed 2026-11-04
Planning Strategies Inc.
DECREASED
Shares576 from 635
Change-59 (-9%)
Value$29.3K (-$4.0K)
Filed 2026-10-02
Jacobi Capital Management LLC
NEW
Shares569
Change+569
Value$28.9K
Filed 2026-11-05
Montgomery Financial Services LLC
INCREASED
Shares544 from 206
Change+338 (+164%)
Value$27.6K (+$16.8K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares481 from 355
Change+126 (+35%)
Value$24.4K (+$5.8K)
Filed 2026-11-02
West Branch Capital LLC
NEW
Shares474
Change+474
Value$24.1K
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares462 from 459
Change+3 (+1%)
Value$23.5K (-$559)
Filed 2026-10-30
Elevated Capital Advisors, LLC
DECREASED
Shares346 from 5,399
Change-5,053 (-94%)
Value$17.6K (-$265.0K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
NEW
Shares320
Change+320
Value$16
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$14.6K (-$445)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares270
Change+270
Value$13.7K
Filed 2026-10-26
LAM Group, Inc.
DECREASED
Shares240 from 5,240
Change-5,000 (-95%)
Value$12.2K (-$262.1K)
Filed 2026-10-26
NBT Bank, N.A.
INCREASED
Shares213 from 150
Change+63 (+42%)
Value$10.8K (+$3.0K)
Filed 2026-10-21
High Note Wealth, LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$9.8K (-$300)
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$8.3K (-$252)
Filed 2026-11-02
Sfam, LLC
NEW
Shares160
Change+160
Value$8.1K
Filed 2026-11-03
Advocate Investing Services LLC
DECREASED
Shares154 from 313
Change-159 (-51%)
Value$7.8K (-$8.6K)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$7.5K (-$229)
Filed 2026-11-06
Vima LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$7.4K (-$227)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
NEW
Shares133
Change+133
Value$6.8K
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares133 from 267
Change-134 (-50%)
Value$6.8K (-$7.2K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares124 from 123
Change+1 (+1%)
Value$6.3K (-$107)
Filed 2026-10-28
Collier Financial
DECREASED
Shares123 from 138
Change-15 (-11%)
Value$6.2K (-$994)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares106 from 45
Change+61 (+136%)
Value$5.4K (+$3.0K)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$5.2K (-$160)
Filed 2026-10-30
Essential Partners LLC
NEW
Shares100
Change+100
Value$5.1K
Filed 2026-10-14
NBH Bank
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.8K (-$146)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$4.7K (-$145)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares92 from 91
Change+1 (+1%)
Value$4.7K (-$90)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED
Shares91 from 90
Change+1 (+1%)
Value$4.6K (-$103)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
NEW
Shares89
Change+89
Value$4.5K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares80
Change+80
Value$4.1K
Filed 2026-11-04
Fairway Wealth LLC
NEW
Shares75
Change+75
Value$3.8K
Filed 2026-10-30
Morton Brown Family Wealth, LLC
NEW
Shares70
Change+70
Value$3.6K
Filed 2026-10-23
SJS Investment Consulting Inc.
NEW
Shares64
Change+64
Value$3.3K
Filed 2026-10-26
Raleigh Capital Management Inc.
DECREASED
Shares58 from 70
Change-12 (-17%)
Value$2.9K (-$725)
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.2K (-$68)
Filed 2026-10-05
Birchwood Financial Partners, Inc.
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$1.6K (-$28)
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares19 from 606
Change-587 (-97%)
Value$965 (-$30.8K)
Filed 2026-11-06
Lynch Investment Planning, LLC
NEW
Shares17
Change+17
Value$863
Filed 2026-10-27
POM Investment Strategies, LLC
NEW
Shares7
Change+7
Value$356
Filed 2026-10-20
Downshift Financial, LLC
NEW
Shares4
Change+4
Value$206
Filed 2026-10-13
WJ Wealth Management, LLC
CLOSED
Shares0 from 240,233
Change-240,233 (-100%)
Value$0 (-$12.6M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 220,990
Change-220,990 (-100%)
Value$0 (-$11.5M)
Filed 2026-10-16
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 80,131
Change-80,131 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-07
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 38,375
Change-38,375 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-26
KPP Advisory Services LLC
CLOSED
Shares0 from 30,798
Change-30,798 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
PDS Planning, Inc
CLOSED
Shares0 from 13,581
Change-13,581 (-100%)
Value$0 (-$710.8K)
Filed 2026-11-03
Layline Advisors, LLC
CLOSED
Shares0 from 12,184
Change-12,184 (-100%)
Value$0 (-$637.7K)
Filed 2026-11-02
Maia Wealth LLC
CLOSED
Shares0 from 9,967
Change-9,967 (-100%)
Value$0 (-$521.7K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 9,958
Change-9,958 (-100%)
Value$0 (-$521.2K)
Filed 2026-10-27
Moneywise, Inc.
CLOSED
Shares0 from 8,661
Change-8,661 (-100%)
Value$0 (-$453.3K)
Filed 2026-10-30
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 8,190
Change-8,190 (-100%)
Value$0 (-$428.7K)
Filed 2026-10-20
Morton Capital Management LLC
CLOSED
Shares0 from 7,241
Change-7,241 (-100%)
Value$0 (-$379.0K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 7,225
Change-7,225 (-100%)
Value$0 (-$378.2K)
Filed 2026-10-20
Saxony Capital Management, LLC
CLOSED
Shares0 from 5,624
Change-5,624 (-100%)
Value$0 (-$294.4K)
Filed 2026-10-15
Madson Wealth Advisors Inc
CLOSED
Shares0 from 5,030
Change-5,030 (-100%)
Value$0 (-$263.2K)
Filed 2026-10-13
Elevation Wealth Management LLC
CLOSED
Shares0 from 4,699
Change-4,699 (-100%)
Value$0 (-$245.9K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 4,500
Change-4,500 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-26
Lane Brothers & Co Inc
CLOSED
Shares0 from 4,379
Change-4,379 (-100%)
Value$0 (-$229.2K)
Filed 2026-11-02
RiverTree Advisors, LLC
CLOSED
Shares0 from 4,334
Change-4,334 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-13
Kelly Financial Group LLC
CLOSED
Shares0 from 4,250
Change-4,250 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 4,108
Change-4,108 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
CLOSED
Shares0 from 4,013
Change-4,013 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-16
Aprio Wealth Management, LLC
CLOSED
Shares0 from 3,959
Change-3,959 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-28
WealthPoint Financial, LLC
CLOSED
Shares0 from 3,841
Change-3,841 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-03
StoneX Group Inc.
CLOSED
Shares0 from 3,834
Change-3,834 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-03
Clean Yield Group
CLOSED
Shares0 from 1,778
Change-1,778 (-100%)
Value$0 (-$93.1K)
Filed 2026-10-28
Islay Capital Management, LLC
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$52.9K)
Filed 2026-10-20
Manchester Capital Management LLC
CLOSED
Shares0 from 684
Change-684 (-100%)
Value$0 (-$35.8K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$30.8K)
Filed 2026-10-15
Wellington Grp LLC
CLOSED
Shares0 from 438
Change-438 (-100%)
Value$0 (-$22.7K)
Filed 2026-11-06
Oakworth Capital, Inc.
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-26
Bangor Savings Bank
CLOSED
Shares0 from 307
Change-307 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-06
Russell Investments Group, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$52)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
DECREASED
Shares0 from 7,201
Change-7,201 (-100%)
Value$2 (-$376.9K)
Filed 2026-10-20
BlackRock, Inc.
N/A
Shares— from 25,102,937
Change-25,102,937 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,033,583
Change-14,033,583 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 13,122,011
Change-13,122,011 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,880,051
Change-12,880,051 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,936,260
Change-11,936,260 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,290,697
Change-9,290,697 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,473,195
Change-7,473,195 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,581,193
Change-6,581,193 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,133,736
Change-6,133,736 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,746,548
Change-5,746,548 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,651,975
Change-4,651,975 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,066,633
Change-4,066,633 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 3,067,790
Change-3,067,790 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,706,682
Change-2,706,682 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,355,106
Change-2,355,106 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,336,978
Change-2,336,978 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,052,618
Change-2,052,618 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,994,239
Change-1,994,239 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,623,402
Change-1,623,402 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,527,153
Change-1,527,153 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,438,984
Change-1,438,984 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,370,765
Change-1,370,765 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,356,207
Change-1,356,207 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,340,343
Change-1,340,343 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,270,067
Change-1,270,067 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,172,487
Change-1,172,487 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,117,683
Change-1,117,683 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 924,297
Change-924,297 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 917,830
Change-917,830 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 909,176
Change-909,176 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 903,162
Change-903,162 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 896,622
Change-896,622 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 852,313
Change-852,313 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 804,170
Change-804,170 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 774,756
Change-774,756 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 754,941
Change-754,941 (-100%)
Value—
FMR LLC
N/A
Shares— from 680,644
Change-680,644 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 655,822
Change-655,822 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 645,363
Change-645,363 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 608,994
Change-608,994 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 545,112
Change-545,112 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 519,865
Change-519,865 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 517,376
Change-517,376 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 498,275
Change-498,275 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 496,792
Change-496,792 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 490,215
Change-490,215 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 488,882
Change-488,882 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 478,068
Change-478,068 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 474,246
Change-474,246 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 467,672
Change-467,672 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 465,922
Change-465,922 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 445,974
Change-445,974 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 444,414
Change-444,414 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 419,563
Change-419,563 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 404,716
Change-404,716 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 400,118
Change-400,118 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 395,708
Change-395,708 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 387,198
Change-387,198 (-100%)
Value—
&partners
N/A
Shares— from 377,591
Change-377,591 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 374,859
Change-374,859 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 372,797
Change-372,797 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 371,403
Change-371,403 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 368,817
Change-368,817 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 347,477
Change-347,477 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 346,593
Change-346,593 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 343,360
Change-343,360 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 324,856
Change-324,856 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 321,288
Change-321,288 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 301,000
Change-301,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 300,872
Change-300,872 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 294,719
Change-294,719 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 293,554
Change-293,554 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 288,717
Change-288,717 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 272,233
Change-272,233 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 266,112
Change-266,112 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 266,102
Change-266,102 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 227,864
Change-227,864 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 220,795
Change-220,795 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 220,132
Change-220,132 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 209,267
Change-209,267 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 207,384
Change-207,384 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 199,498
Change-199,498 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 198,472
Change-198,472 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 191,881
Change-191,881 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 190,589
Change-190,589 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 188,712
Change-188,712 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 186,347
Change-186,347 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 183,013
Change-183,013 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 182,027
Change-182,027 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 174,074
Change-174,074 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 173,765
Change-173,765 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 159,225
Change-159,225 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 152,890
Change-152,890 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 150,538
Change-150,538 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 130,862
Change-130,862 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 129,949
Change-129,949 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 129,870
Change-129,870 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 129,112
Change-129,112 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 124,076
Change-124,076 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 123,034
Change-123,034 (-100%)
Value—
Blair William & Co
N/A
Shares— from 122,136
Change-122,136 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 121,147
Change-121,147 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 119,942
Change-119,942 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 117,051
Change-117,051 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 114,517
Change-114,517 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 114,113
Change-114,113 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 110,430
Change-110,430 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 106,553
Change-106,553 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 103,010
Change-103,010 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 98,232
Change-98,232 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 93,039
Change-93,039 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 90,734
Change-90,734 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 88,487
Change-88,487 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 85,567
Change-85,567 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 84,810
Change-84,810 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 84,750
Change-84,750 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 84,604
Change-84,604 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 84,499
Change-84,499 (-100%)
Value—
Invst, LLC
N/A
Shares— from 79,717
Change-79,717 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 79,571
Change-79,571 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 79,047
Change-79,047 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 75,943
Change-75,943 (-100%)
Value—
EQ LLC
N/A
Shares— from 74,385
Change-74,385 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 73,521
Change-73,521 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 73,294
Change-73,294 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 72,779
Change-72,779 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 71,800
Change-71,800 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 70,259
Change-70,259 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 69,369
Change-69,369 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 69,151
Change-69,151 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 68,553
Change-68,553 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 68,051
Change-68,051 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 63,612
Change-63,612 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 60,648
Change-60,648 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 60,052
Change-60,052 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 59,881
Change-59,881 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 58,350
Change-58,350 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 57,737
Change-57,737 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 56,449
Change-56,449 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 54,935
Change-54,935 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 54,920
Change-54,920 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 53,156
Change-53,156 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 52,922
Change-52,922 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 52,775
Change-52,775 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 51,886
Change-51,886 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 51,750
Change-51,750 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 51,301
Change-51,301 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 50,793
Change-50,793 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 50,580
Change-50,580 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 50,375
Change-50,375 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 49,637
Change-49,637 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 49,496
Change-49,496 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 49,171
Change-49,171 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 48,494
Change-48,494 (-100%)
Value—
EWA, LLC
N/A
Shares— from 48,364
Change-48,364 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 46,389
Change-46,389 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 45,973
Change-45,973 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 45,021
Change-45,021 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 44,944
Change-44,944 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 44,941
Change-44,941 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 44,385
Change-44,385 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 42,273
Change-42,273 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 41,258
Change-41,258 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 40,780
Change-40,780 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 39,708
Change-39,708 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 37,298
Change-37,298 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 36,036
Change-36,036 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 35,821
Change-35,821 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 35,681
Change-35,681 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,627
Change-35,627 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 33,883
Change-33,883 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 32,861
Change-32,861 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 31,803
Change-31,803 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 31,458
Change-31,458 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 31,358
Change-31,358 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 31,062
Change-31,062 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 29,962
Change-29,962 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 29,278
Change-29,278 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 29,100
Change-29,100 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 29,052
Change-29,052 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 28,612
Change-28,612 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 28,016
Change-28,016 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 27,855
Change-27,855 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 27,437
Change-27,437 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 26,768
Change-26,768 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 26,762
Change-26,762 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 26,127
Change-26,127 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 25,732
Change-25,732 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 25,231
Change-25,231 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 25,192
Change-25,192 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 25,005
Change-25,005 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 24,610
Change-24,610 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 24,579
Change-24,579 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 24,487
Change-24,487 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 23,273
Change-23,273 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 22,540
Change-22,540 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 22,387
Change-22,387 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 22,153
Change-22,153 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 21,548
Change-21,548 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,088
Change-21,088 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 20,967
Change-20,967 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,251
Change-20,251 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 18,710
Change-18,710 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,433
Change-18,433 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 18,365
Change-18,365 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 17,482
Change-17,482 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 17,407
Change-17,407 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 17,357
Change-17,357 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 17,234
Change-17,234 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 17,078
Change-17,078 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 16,604
Change-16,604 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 15,842
Change-15,842 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 15,577
Change-15,577 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 15,435
Change-15,435 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 15,244
Change-15,244 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 14,841
Change-14,841 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 14,547
Change-14,547 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,308
Change-14,308 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 14,176
Change-14,176 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 13,508
Change-13,508 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,223
Change-13,223 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 13,197
Change-13,197 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,118
Change-13,118 (-100%)
Value—
EFG International AG
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 12,435
Change-12,435 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,625
Change-11,625 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,477
Change-11,477 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 11,185
Change-11,185 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 9,985
Change-9,985 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 9,878
Change-9,878 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 9,403
Change-9,403 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 9,401
Change-9,401 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,816
Change-8,816 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,815
Change-8,815 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 8,396
Change-8,396 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,784
Change-7,784 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 7,399
Change-7,399 (-100%)
Value—
Nwam LLC
N/A
Shares— from 7,206
Change-7,206 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,990
Change-6,990 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,770
Change-6,770 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 954
Change-954 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 690
Change-690 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 321
Change-321 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 223
Change-223 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 203
Change-203 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
LPL Financial LLC
INCREASED13,322,87412,071,760+1,251,114+10%$631.8M$676.7M+$44.8M2026-11-06
PNC Financial Services Group, Inc.
INCREASED10,482,2909,656,156+826,134+9%$505.4M$532.4M+$27.0M2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED3,439,7103,259,747+179,963+6%$170.6M$174.7M+$4.1M2026-10-21
Sagespring Wealth Partners, LLC
INCREASED3,240,4843,160,173+80,311+3%$165.4M$164.6M-$819.3K2026-10-22
Merit Financial Group, LLC
INCREASED2,875,8022,652,673+223,129+8%$138.8M$146.1M+$7.2M2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED2,340,8702,207,918+132,952+6%$115.6M$118.9M+$3.3M2026-10-14
MCF Advisors LLC
INCREASED1,823,6981,466,147+357,551+24%$76.7M$92.6M+$15.9M2026-10-28
Commonwealth Equity Services, LLC
DECREASED1,517,1541,542,764-25,610-2%$80.7M$77.1M-$3.7M2026-11-02
Clearwater Capital Advisors, LLC
INCREASED1,482,2031,428,988+53,215+4%$74.8M$75.3M+$487.8K2026-11-06
Kestra Investment Management, LLC
INCREASED1,440,3381,401,838+38,500+3%$73.4M$73.2M-$217.4K2026-11-04
Heck Capital Advisors, LLC
NEW1,436,481—+1,436,481——$73.0M—2026-10-14
Falcon Wealth Planning
INCREASED1,379,3791,272,693+106,686+8%$66.6M$70.1M+$3.4M2026-11-06
Pacific Sage Partners, LLC
INCREASED1,368,1021,297,061+71,041+5%$67.9M$69.5M+$1.6M2026-10-21
Americana Partners, LLC
INCREASED1,361,3161,349,181+12,135+1%$70.6M$69.1M-$1.5M2026-10-28
Parallel Advisors, LLC
INCREASED1,001,207696,324+304,883+44%$36.4M$50.9M+$14.4M2026-11-03
Advisor OS, LLC
INCREASED919,694907,716+11,978+1%$47.5M$46.7M-$798.6K2026-11-03
HUB Investment Partners, LLC
DECREASED878,694996,162-117,468-12%$52.1M$44.6M-$7.5M2026-11-03
Fifth Third Bancorp
INCREASED868,676566,046+302,630+53%$29.6M$44.1M+$14.5M2026-11-05
Valmark Advisers, Inc.
INCREASED813,582770,163+43,419+6%$40.3M$41.3M+$1.0M2026-11-06
Kestra Advisory Services, LLC
INCREASED789,521545,159+244,362+45%$28.5M$40.1M+$11.6M2026-11-02
MGO One Seven LLC
INCREASED786,574780,662+5,912+1%$40.9M$40.0M-$909.8K2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED780,873743,967+36,906+5%$38.9M$39.7M+$721.3K2026-10-20
Johnson Bixby & Associates, LLC
INCREASED758,798679,070+79,728+12%$35.5M$38.5M+$3.0M2026-10-14
Park Avenue Securities LLC
INCREASED758,177675,214+82,963+12%$35.3M$38.5M+$3.2M2026-10-26
Thrivent Financial for Lutherans
INCREASED725,590517,230+208,360+40%$27.1M$36.7M+$9.7M2026-11-05
Truist Financial Corp
INCREASED682,586637,298+45,288+7%$33.4M$34.7M+$1.3M2026-10-30
Evergreen Capital Management LLC
INCREASED667,928664,837+3,091+0%$34.8M$33.9M-$873.5K2026-10-23
CGN Advisors LLC
DECREASED610,603630,734-20,131-3%$33.0M$31.0M-$2.0M2026-10-21
55 North Private Wealth, LLC
INCREASED601,123589,784+11,339+2%$30.9M$30.5M-$338.2K2026-10-20
Strong Tower Advisory Services
INCREASED585,808582,449+3,359+1%$30.5M$29.8M-$732.2K2026-10-13
Shah Wealth Advisors, LLC
INCREASED581,612508,683+72,929+14%$26.6M$29.5M+$2.9M2026-11-06
Compound Planning, Inc.
DECREASED550,453581,064-30,611-5%$30.4M$28.0M-$2.5M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED550,102266,213+283,889+107%$13.9M$27.9M+$14.0M2026-10-16
Grantvest Financial Group LLC
DECREASED543,935574,765-30,830-5%$30.1M$27.6M-$2.5M2026-10-21
Waterway Wealth Management, LLC
NEW496,330—+496,330——$25.2M—2026-10-28
Vise Technologies, Inc.
NEW491,000—+491,000——$24.9M—2026-10-29
Lineweaver Wealth Advisors, LLC
INCREASED484,320471,845+12,475+3%$24.7M$24.6M-$97.7K2026-10-13
Bank of New York Mellon Corp
INCREASED475,341419,337+56,004+13%$21.9M$24.1M+$2.2M2026-11-05
Vivid Wealth Management, LLC
DECREASED453,055459,378-6,323-1%$24.0M$23.0M-$1.0M2026-10-27
Assetmark, Inc
DECREASED436,186487,832-51,646-11%$25.5M$22.2M-$3.4M2026-10-21
Eclectic Associates Inc
INCREASED427,948394,630+33,318+8%$20.7M$21.7M+$1.1M2026-10-09
Farther Finance Advisors, LLC
INCREASED404,435387,508+16,927+4%$20.3M$20.5M+$259.0K2026-10-08
Northcape Wealth Management, LLC
INCREASED374,555359,435+15,120+4%$18.8M$19.0M+$210.8K2026-11-04
Financial Management Network Inc
INCREASED367,595352,849+14,746+4%$18.4M$18.6M+$191.8K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED353,173420,502-67,329-16%$22.0M$17.9M-$4.1M2026-11-02
Kelly Financial Services LLC
INCREASED352,298346,715+5,583+2%$18.1M$17.9M-$253.9K2026-10-20
Condor Capital Management
INCREASED332,419316,149+16,270+5%$16.5M$16.9M+$336.3K2026-11-06
Ascent Group, LLC
INCREASED301,061296,652+4,409+1%$15.5M$15.3M-$235.8K2026-10-30
Woodmont Investment Counsel LLC
INCREASED289,825245,626+44,199+18%$12.9M$14.7M+$1.9M2026-10-29
Asio Capital, LLC
INCREASED288,966254,628+34,338+13%$13.3M$14.7M+$1.3M2026-10-19
Detalus Advisors, LLC
INCREASED272,865151,022+121,843+81%$7.9M$13.9M+$6.0M2026-10-15
IFP Advisors, Inc
INCREASED270,796185,483+85,313+46%$9.7M$13.8M+$4.0M2026-10-16
Alternative Investment Advisors, Llc.
INCREASED268,796256,751+12,045+5%$13.4M$13.7M+$214.0K2026-11-03
Horizon Wealth Management, LLC
NEW268,730—+268,730——$13.6M—2026-11-02
Breakwater Capital Group
DECREASED259,389333,556-74,167-22%$17.5M$13.2M-$4.3M2026-10-09
Selby Wealth Management, LLC
INCREASED256,741249,994+6,747+3%$13.1M$13.0M-$44.8K2026-10-16
Global Wealth Strategies & Associates
DECREASED249,469267,361-17,892-7%$14.0M$12.7M-$1.3M2026-10-02
Centerline Wealth Advisors, LLC
DECREASED245,236267,607-22,371-8%$14.0M$12.5M-$1.6M2026-10-15
Scissortail Wealth Management, LLC
DECREASED239,414286,467-47,053-16%$15.0M$12.2M-$2.8M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED238,52717,430+221,097+1268%$912.3K$12.1M+$11.2M2026-11-05
Cape Investment Advisory, Inc.
INCREASED233,009223,537+9,472+4%$11.7M$11.8M+$134.6K2026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED227,689278,129-50,440-18%$14.6M$11.6M-$3.0M2026-11-02
New Capital Management LP
INCREASED226,948218,332+8,616+4%$11.4M$11.5M+$99.2K2026-10-29
HCR Wealth Advisors
INCREASED225,420213,952+11,468+5%$11.2M$11.4M+$250.8K2026-10-15
SteelPeak Wealth, LLC
DECREASED221,836230,430-8,594-4%$12.1M$11.3M-$793.6K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED217,799196,968+20,831+11%$10.3M$11.1M+$752.8K2026-10-14
Founders Grove Wealth Partners, LLC
INCREASED209,987206,637+3,350+2%$10.8M$10.7M-$150.1K2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED209,717193,630+16,087+8%$10.1M$10.7M+$517.0K2026-10-09
Jmac Enterprises LLC
INCREASED200,005197,734+2,271+1%$10.3M$10.2M-$191.1K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED199,277123,277+76,000+62%$6.5M$10.1M+$3.7M2026-11-05
Csenge Advisory Group
INCREASED194,072167,974+26,098+16%$8.8M$9.9M+$1.1M2026-11-04
Royal Harbor Partners, LLC
INCREASED192,800192,400+400+0%$10.1M$9.8M-$277.9K2026-10-29
Unique Wealth, LLC
INCREASED189,155177,153+12,002+7%$9.3M$9.6M+$335.0K2026-10-16
Triad Wealth Partners, LLC
INCREASED188,730181,518+7,212+4%$9.4M$9.6M+$173.9K2026-10-26
Brookstone Capital Management
DECREASED188,385196,956-8,571-4%$10.3M$9.6M-$740.6K2026-10-22
Cornerstone Wealth Group, LLC
INCREASED181,819173,437+8,382+5%$9.1M$9.2M+$156.8K2026-11-02
KWB Wealth
INCREASED181,320180,459+861+0%$9.4M$9.2M-$236.0K2026-10-16
Pennsylvania Capital Management Inc
DECREASED180,985362,510-181,525-50%$19.0M$9.2M-$9.8M2026-11-05
Sharkey, Howes & Javer
INCREASED178,001172,847+5,154+3%$9.0M$9.0M-$6.1K2026-10-22
Refined Wealth Management
INCREASED164,168151,094+13,074+9%$7.9M$8.3M+$429.9K2026-10-13
R2 Capital Strategies, LLC
INCREASED157,870141,469+16,401+12%$7.4M$8.0M+$613.7K2026-10-15
Perigon Wealth Management, LLC
INCREASED157,731153,005+4,726+3%$8.0M$8.0M+$2.9K2026-10-22
Asset Advisors Investment Management, LLC
NEW156,307—+156,307——$7.9M—2026-10-19
McNaughton Wealth Management, LLC
INCREASED154,300139,086+15,214+11%$7.3M$7.8M+$557.1K2026-10-09
Koshinski Asset Management, Inc.
INCREASED148,989139,929+9,060+6%$7.3M$7.6M+$243.3K2026-10-29
WBH Advisory Inc
INCREASED148,53495,702+52,832+55%$5.0M$7.5M+$2.5M2026-11-05
Axxcess Wealth Management, LLC
INCREASED146,77367,228+79,545+118%$3.5M$7.5M+$3.9M2026-10-21
Marest Capital, LLC
DECREASED146,314209,104-62,790-30%$10.9M$7.4M-$3.5M2026-10-23
Cedar Mountain Advisors, LLC
INCREASED145,469129,010+16,459+13%$6.8M$7.4M+$636.0K2026-10-15
Rochester Wealth Strategies, LLC
NEW145,021—+145,021——$7.4M—2026-11-03
Aspen Wealth Management LLC
NEW142,580—+142,580——$7.2M—2026-10-14
Strategic Blueprint, LLC
DECREASED139,013143,265-4,252-3%$7.5M$7.1M-$438.0K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED136,063191,024-54,961-29%$10.0M$6.9M-$3.1M2026-11-06
Joseph P. Lucia & Associates, LLC
DECREASED134,246135,438-1,192-1%$7.1M$6.8M-$270.5K2026-10-30
Foundry Financial LLC
INCREASED134,235116,134+18,101+16%$6.1M$6.8M+$739.3K2026-10-16
NTV Asset Management LLC
INCREASED134,094131,962+2,132+2%$6.9M$6.8M-$96.2K2026-10-23
Apeiron RIA LLC
INCREASED131,180111,905+19,275+17%$5.9M$6.6M+$759.3K2026-10-08
Beacon Financial Group
INCREASED131,074115,932+15,142+13%$6.1M$6.7M+$589.4K2026-10-19
Central Pacific Bank - Trust Division
INCREASED130,162123,932+6,230+5%$6.5M$6.6M+$124.3K2026-10-06
Bauman Advisory Group, LLC
DECREASED127,520136,941-9,421-7%$7.2M$6.5M-$690.8K2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED126,880111,396+15,484+14%$5.8M$6.4M+$613.8K2026-10-16
Autumn Glory Partners, LLC
INCREASED125,182123,928+1,254+1%$6.5M$6.4M-$128.4K2026-10-26
Emergent Wealth Advisors, LLC
DECREASED124,523141,159-16,636-12%$7.4M$6.3M-$1.1M2026-10-09
Independent Solutions Wealth Management, LLC
NEW123,909—+123,909——$6.3M—2026-10-28
Hurley Capital, LLC
INCREASED120,169116,902+3,267+3%$6.1M$6.1M-$15.3K2026-11-05
Goldstein Advisors, LLC
INCREASED116,053112,173+3,880+3%$5.9M$5.9M+$23.2K2026-10-15
Liberty Atlantic Advisors LLC
INCREASED115,80996,255+19,554+20%$5.0M$5.9M+$843.9K2026-10-14
Tableaux LLC
INCREASED113,428109,961+3,467+3%$5.8M$5.8M+$5.6K2026-10-23
Diversify Wealth Management, LLC
DECREASED113,416146,416-33,000-23%$7.6M$5.7M-$1.8M2026-10-20
Diversify Advisory Services, LLC
DECREASED113,416146,416-33,000-23%$7.6M$5.7M-$1.8M2026-10-20
Wealthcare Advisory Partners LLC
INCREASED112,550107,970+4,580+4%$5.7M$5.7M+$65.2K2026-10-21
Milestone Asset Management, LLC
DECREASED112,417132,518-20,101-15%$6.9M$5.7M-$1.2M2026-10-15
Embree Financial Group
DECREASED107,573111,538-3,965-4%$5.8M$5.5M-$374.3K2026-10-22
Visionary Wealth Advisors
INCREASED103,8034,981+98,822+1984%$260.7K$5.3M+$5.0M2026-11-04
Focus Financial Network, Inc.
INCREASED103,672101,918+1,754+2%$5.3M$5.3M-$68.9K2026-10-14
Lincoln Capital Corp
INCREASED103,49090,479+13,011+14%$4.7M$5.3M+$520.6K2026-10-13
Foundry Financial Group, Inc.
INCREASED102,84361,310+41,533+68%$3.2M$5.2M+$2.0M2026-10-28
Security Financial Services, Inc.
DECREASED102,402106,259-3,857-4%$5.6M$5.2M-$360.6K2026-10-29
JB Capital LLC
INCREASED101,41497,586+3,828+4%$5.1M$5.2M+$43.1K2026-10-19
PUREfi Wealth, LLC
INCREASED100,44058,724+41,716+71%$3.1M$5.1M+$2.0M2026-10-19
Bedminster, LLC
DECREASED99,058100,082-1,024-1%$5.2M$5.0M-$207.1K2026-11-04
TBH Global Asset Management, LLC
INCREASED98,04351,169+46,874+92%$2.7M$4.9M+$2.2M2026-11-03
Cypress Capital Group
INCREASED95,88088,610+7,270+8%$4.6M$4.9M+$231.9K2026-11-03
Carson Advisory Inc.
INCREASED95,42194,424+997+1%$4.9M$4.8M-$95.7K2026-11-06
Oppenheimer & Co Inc
INCREASED93,05778,778+14,279+18%$4.1M$4.7M+$603.1K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED87,32963,055+24,274+39%$3.3M$4.4M+$1.1M2026-10-13
TritonPoint Partners, LLC
DECREASED84,171101,179-17,008-17%$5.3M$4.3M-$1.0M2026-11-05
Advus Financial Partners, LLC
DECREASED84,09994,700-10,601-11%$5.0M$4.3M-$685.2K2026-10-20
Plancorp, LLC
INCREASED82,59043,951+38,639+88%$2.3M$4.2M+$1.9M2026-11-03
Sovran Advisors, LLC
INCREASED82,19270,964+11,228+16%$3.7M$4.2M+$484.2K2026-11-02
Mengis Capital Management, Inc.
INCREASED81,38775,490+5,897+8%$4.0M$4.1M+$182.5K2026-10-13
Financial Life Advisors
INCREASED80,19977,002+3,197+4%$4.0M$4.1M+$43.0K2026-10-14
Lunt Capital Management, Inc.
INCREASED80,07775,903+4,174+6%$4.0M$4.1M+$94.3K2026-10-30
Titleist Asset Management, LLC
DECREASED80,05380,467-414-1%$4.2M$4.1M-$145.7K2026-10-08
15 Wealth Advisors LLC
NEW79,808—+79,808——$4.1M—2026-10-14
Pettinga Financial Advisors LLC
DECREASED77,52981,461-3,932-5%$4.3M$3.9M-$326.0K2026-10-13
Box Hill Private Wealth LLC
INCREASED76,12753,606+22,521+42%$2.8M$3.9M+$1.1M2026-10-05
Atria Investments, Inc
INCREASED76,07073,029+3,041+4%$3.8M$3.9M+$41.2K2026-10-15
Financial Solutions Advisory Group, Inc.
NEW75,956—+75,956——$3.9M—2026-10-28
One Advisory Partners, LLC
INCREASED75,64872,213+3,435+5%$3.8M$3.8M+$62.5K2026-10-22
FFG Retirement Advisors LLC
DECREASED74,365105,914-31,549-30%$5.5M$3.8M-$1.8M2026-10-20
TSA Wealth Managment LLC
DECREASED73,90779,358-5,451-7%$4.2M$3.8M-$399.9K2026-10-22
AFG Fiduciary Services Limited Partnership
DECREASED72,56074,132-1,572-2%$3.9M$3.7M-$186.4K2026-10-21
BOS Asset Management, LLC
DECREASED71,19275,399-4,207-6%$3.9M$3.6M-$330.5K2026-10-09
Midwest Capital Advisors, LLC
DECREASED71,09882,291-11,193-14%$4.3M$3.6M-$696.0K2026-11-04
Castle Rock Wealth Management, LLC
INCREASED71,02666,359+4,667+7%$3.5M$3.6M+$143.1K2026-10-09
Peak Wealth Management LLC
DECREASED70,53875,705-5,167-7%$4.0M$3.6M-$391.1K2026-10-26
Shepherd Financial Partners LLC
INCREASED70,02259,011+11,011+19%$3.1M$3.6M+$467.8K2026-11-03
Horst & Graben Wealth Management LLC
DECREASED69,37881,360-11,982-15%$4.2M$3.5M-$716.8K2026-11-02
Beacon Financial Planning, Inc
INCREASED69,05155,828+13,223+24%$2.9M$3.5M+$585.1K2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED68,36634,684+33,682+97%$1.8M$3.5M+$1.7M2026-10-05
DecisionMap Wealth Management, LLC
DECREASED67,75879,589-11,831-15%$4.2M$3.4M-$724.3K2026-10-29
Sofi Wealth, LLC
INCREASED65,47964,254+1,225+2%$3.4M$3.3M-$37.4K2026-10-27
Tennessee Valley Asset Management Partners
INCREASED65,28361,398+3,885+6%$3.2M$3.3M+$102.2K2026-11-03
RMR Capital Management, LLC
INCREASED64,13762,992+1,145+2%$3.3M$3.3M-$39.4K2026-10-23
Integrity Alliance, Llc.
DECREASED64,04864,083-350%$3.4M$3.3M-$101.1K2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED63,90457,276+6,628+12%$3.0M$3.2M+$247.9K2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED63,65457,977+5,677+10%$3.0M$3.2M+$198.5K2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED61,38148,195+13,186+27%$2.5M$3.1M+$595.0K2026-11-05
New England Private Wealth Advisors LLC
DECREASED60,59163,125-2,534-4%$3.3M$3.1M-$193.1K2026-10-19
Elevated Financial Group LLC
DECREASED59,39393,463-34,070-36%$4.9M$3.0M-$1.9M2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED57,95377,534-19,581-25%$4.1M$2.9M-$1.1M2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED56,89865,508-8,610-13%$3.4M$2.9M-$538.8K2026-11-03
Independent Financial Group, LLC
DECREASED56,44758,148-1,701-3%$3.0M$2.9M-$176.5K2026-10-13
Wetzel Investment Advisors, Inc.
INCREASED56,06155,779+282+1%$2.9M$2.8M-$72.2K2026-10-13
Ehrlich Financial Group
DECREASED55,62762,739-7,112-11%$3.3M$2.8M-$458.5K2026-10-20
4J Wealth Management LLC
DECREASED54,76962,820-8,051-13%$3.3M$2.8M-$506.2K2026-11-02
Alterna Wealth Management, Inc
DECREASED54,40056,304-1,904-3%$2.9M$2.8M-$184.0K2026-10-27
Trek Financial, LLC
DECREASED54,31056,692-2,382-4%$3.0M$2.8M-$208.9K2026-10-29
CFS Investment Advisory Services, LLC
DECREASED53,66964,752-11,083-17%$3.4M$2.7M-$654.0K2026-10-19
Simplicity Wealth,LLC
DECREASED53,52461,037-7,513-12%$3.2M$2.7M-$476.2K2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED53,51252,071+1,441+3%$2.7M$2.7M-$7.5K2026-10-09
Allen Capital Group, LLC
INCREASED53,14650,556+2,590+5%$2.6M$2.7M+$53.2K2026-10-27
Apollon Wealth Management, LLC
INCREASED52,07332,233+19,840+62%$1.7M$2.6M+$957.7K2026-10-23
Client 1ST Advisory Group, LLC
INCREASED51,83846,749+5,089+11%$2.4M$2.6M+$186.0K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED51,16341,706+9,457+23%$2.2M$2.6M+$415.7K2026-10-23
Sentinel Pension Advisors, LLC
INCREASED50,57545,623+4,952+11%$2.4M$2.6M+$189.9K2026-11-02
Triad Investment Management
INCREASED50,33939,738+10,601+27%$2.1M$2.6M+$476.8K2026-10-13
SWP Financial LLC
INCREASED49,54848,932+616+1%$2.6M$2.5M-$44.6K2026-10-23
Ignite Planners, LLC
NEW48,958—+48,958——$2.5M—2026-10-14
Watershed Private Wealth LLC
INCREASED48,69547,473+1,222+3%$2.5M$2.5M-$11.5K2026-10-30
Visionary Horizons, LLC
INCREASED48,29538,738+9,557+25%$2.0M$2.5M+$425.4K2026-10-22
FSA Investment Group, LLC
DECREASED48,19955,170-6,971-13%$2.9M$2.4M-$439.6K2026-10-07
Claro Advisors Inc.
INCREASED47,44338,412+9,031+24%$2.0M$2.4M+$399.2K2026-11-02
Meridian Wealth Management, LLC
INCREASED47,11438,391+8,723+23%$2.0M$2.4M+$383.6K2026-11-05
Archer Investment Management, LLC
INCREASED46,71444,232+2,482+6%$2.3M$2.4M+$57.5K2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED46,28750,087-3,800-8%$2.6M$2.4M-$270.6K2026-10-29
Merited Wealth, LLC
INCREASED46,25338,358+7,895+21%$2.0M$2.3M+$341.5K2026-10-13
Princeton Global Asset Management LLC
INCREASED46,24436,599+9,645+26%$1.9M$2.3M+$433.1K2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED46,22043,817+2,403+5%$2.3M$2.3M+$54.1K2026-10-13
Jeter Robert S II
DECREASED45,69453,481-7,787-15%$2.8M$2.3M-$474.4K2026-10-16
Mayfair Advisory Group, LLC
INCREASED45,02234,716+10,306+30%$1.8M$2.3M+$488.1K2026-10-20
Gilpin Wealth Management, LLC
DECREASED44,16445,177-1,013-2%$2.4M$2.2M-$121.5K2026-10-09
Integrated Advisors Network LLC
INCREASED43,18135,750+7,431+21%$1.9M$2.2M+$322.0K2026-10-20
Corrado Advisors, LLC
INCREASED42,30339,806+2,497+6%$2.1M$2.1M+$65.1K2026-10-27
West Wealth Group, LLC
INCREASED41,95239,486+2,466+6%$2.1M$2.1M+$64.1K2026-10-14
Davenport & Co LLC
INCREASED41,94627,699+14,247+51%$1.4M$2.1M+$680.6K2026-10-14
LifeGoal Investments, LLC
NEW41,351—+41,351——$2.1M—2026-10-09
Worth Financial Advisory Group, LLC
INCREASED41,30940,493+816+2%$2.1M$2.1M-$21.3K2026-10-19
Creative Planning
DECREASED40,37641,862-1,486-4%$2.2M$2.1M-$140.4K2026-11-02
Sherman Wealth Management LLC
INCREASED39,90132,660+7,241+22%$1.7M$2.0M+$317.1K2026-10-16
Bluesphere Advisors LLC
DECREASED39,56941,088-1,519-4%$2.2M$2.0M-$140.9K2026-10-19
Optivise Advisory Services LLC
DECREASED39,56743,282-3,715-9%$2.3M$2.0M-$255.8K2026-10-19
G&S Capital LLC
DECREASED39,34542,852-3,507-8%$2.2M$2.0M-$244.5K2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED37,76132,076+5,685+18%$1.7M$1.9M+$239.0K2026-11-03
Buttonwood Financial Group, LLC
INCREASED37,69436,623+1,071+3%$1.9M$1.9M-$5.3K2026-10-16
Williams & Novak Wealth Management, LLC
INCREASED37,02331,714+5,309+17%$1.7M$1.9M+$220.5K2026-10-09
Range Financial Group LLC
DECREASED36,61743,870-7,253-17%$2.3M$1.9M-$436.4K2026-10-21
Narus Financial Partners, LLC
INCREASED36,36721,432+14,935+70%$1.1M$1.8M+$725.3K2026-10-19
Kraft, Davis & Associates, LLC
INCREASED36,1106,608+29,502+446%$344.2K$1.8M+$1.5M2026-10-21
SigFig Wealth Management, LLC
DECREASED35,64836,135-487-1%$1.9M$1.8M-$84.4K2026-10-07
Daviman Financial, LLC
DECREASED35,15253,476-18,324-34%$2.8M$1.8M-$1.0M2026-11-06
First Growth Capital LLC
INCREASED34,66932,013+2,656+8%$1.7M$1.8M+$85.3K2026-10-15
Prospera Financial Services Inc
INCREASED34,61630,275+4,341+14%$1.6M$1.8M+$174.1K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED34,36336,510-2,147-6%$1.9M$1.7M-$165.7K2026-10-14
Fusion Capital, LLC
INCREASED33,68720,963+12,724+61%$1.1M$1.7M+$613.8K2026-10-28
Fairvoy Private Wealth, LLC
INCREASED33,07529,236+3,839+13%$1.5M$1.7M+$149.7K2026-10-19
Able Wealth Management LLC
DECREASED32,52941,163-8,634-21%$2.2M$1.6M-$508.8K2026-10-13
Avory & Company, LLC
INCREASED32,4829,875+22,607+229%$516.9K$1.6M+$1.1M2026-10-21
Endeavor Private Wealth, Inc.
INCREASED32,46430,715+1,749+6%$1.6M$1.6M+$41.2K2026-11-05
Cypress Wealth Services, LLC
DECREASED32,30534,859-2,554-7%$1.8M$1.6M-$186.3K2026-10-21
Sculati Wealth Management, LLC
DECREASED32,28933,453-1,164-3%$1.7M$1.6M-$107.5K2026-10-19
Traveka Wealth, LLC
INCREASED31,94523,782+8,163+34%$1.2M$1.6M+$377.7K2026-10-19
Whalen Wealth Management Inc.
NEW31,718—+31,718——$1.6M—2026-10-08
Asset One Wealth Management LLC
NEW31,535—+31,535——$1.6M—2026-11-02
Town Capital LLC
INCREASED31,04726,609+4,438+17%$1.4M$1.6M+$184.2K2026-11-03
Legacy Edge Advisors, LLC
INCREASED30,85827,279+3,579+13%$1.4M$1.6M+$139.5K2026-11-06
Lanark Financial, Inc.
INCREASED30,61328,507+2,106+7%$1.5M$1.6M+$62.7K2026-10-26
Financial Planning Hawaii, Inc.
INCREASED30,59430,032+562+2%$1.6M$1.6M-$18.0K2026-10-13
Creative Financial Designs Inc
DECREASED30,23531,685-1,450-5%$1.7M$1.5M-$122.8K2026-11-04
Signature Wealth Management Partners, LLC
INCREASED29,81228,749+1,063+4%$1.5M$1.5M+$9.4K2026-10-21
May Hill Capital, LLC
INCREASED29,79527,511+2,284+8%$1.4M$1.5M+$73.3K2026-11-03
Blue Trust, Inc.
INCREASED29,12121,394+7,727+36%$1.1M$1.5M+$359.3K2026-10-15
A4 Wealth Advisors LLC
DECREASED28,51028,975-465-2%$1.5M$1.4M-$68.5K2026-10-20
Signature Resources Capital Management, LLC
INCREASED28,40127,490+911+3%$1.4M$1.4M+$3.7K2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED28,07429,120-1,046-4%$1.5M$1.4M-$98.2K2026-11-05
Atlatl Advisers LLC
DECREASED27,68429,839-2,155-7%$1.6M$1.4M-$155.7K2026-10-22
Sowell Financial Services LLC
INCREASED27,1729,939+17,233+173%$520.2K$1.4M+$859.8K2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED26,09726,567-470-2%$1.4M$1.3M-$65.1K2026-11-03
Two West Capital Advisors LLC
DECREASED26,06928,008-1,939-7%$1.5M$1.3M-$133.0K2026-10-15
Ascentis Independent Advisors
NEW25,947—+25,947——$1.3M—2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED25,89025,89000%$1.4M$1.4M$02026-10-13
TrueMark Investments, LLC
DECREASED24,45250,793-26,341-52%$2.7M$1.2M-$1.4M2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED24,33514,587+9,748+67%$763.5K$1.2M+$472.5K2026-10-29
Avantax Planning Partners, Inc.
DECREASED24,31024,546-236-1%$1.3M$1.2M-$50.0K2026-11-03
RDA Financial Network
DECREASED23,93626,629-2,693-10%$1.4M$1.2M-$178.1K2026-10-15
RFG Advisory, LLC
INCREASED23,77022,974+796+3%$1.2M$1.2M+$4.8K2026-11-03
Spectrum Planning & Advisory Services Inc.
DECREASED23,73152,610-28,879-55%$2.8M$1.2M-$1.5M2026-11-05
Triton Wealth Management, Pllc
INCREASED23,66118,454+5,207+28%$961.2K$1.2M+$236.1K2026-11-04
Rossby Financial, LCC
INCREASED23,35019,417+3,933+20%$1.0M$1.2M+$169.6K2026-11-05
Private Trust Co NA
INCREASED23,17716,186+6,991+43%$847.2K$1.2M+$330.0K2026-10-20
Cassilly Financial Group LLC
DECREASED23,14823,916-768-3%$1.3M$1.2M-$76.1K2026-10-07
Dudley Capital Management, LLC
DECREASED23,14223,725-583-2%$1.2M$1.2M-$66.4K2026-10-23
Aventus Investment Advisors, Inc.
DECREASED22,97122,985-140%$1.2M$1.2M-$36.3K2026-10-09
Citigroup Inc
INCREASED22,93911,579+11,360+98%$606.1K$1.2M+$559.0K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED22,44214,581+7,861+54%$764.6K$1.1M+$375.2K2026-10-13
Silverlake Wealth Management LLC
INCREASED22,36617,739+4,627+26%$928.4K$1.1M+$207.6K2026-10-21
Stone House Investment Management, LLC
INCREASED21,71521,261+454+2%$1.1M$1.1M-$9.9K2026-10-23
Sigma Planning Corp
INCREASED21,51321,325+188+1%$1.1M$1.1M-$22.1K2026-10-23
Avior Wealth Management, LLC
UNCHANGED20,10620,10600%$1.1M$1.0M-$31.2K2026-10-13
Beacon Financial Advisory LLC
DECREASED19,94321,770-1,827-8%$1.1M$1.0M-$126.5K2026-10-16
Balboa Wealth Partners
INCREASED19,50017,736+1,764+10%$928.3K$990.4K+$62.1K2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED19,19719,348-151-1%$1.0M$975.0K-$37.7K2026-10-16
Beacon Capital Management, LLC
INCREASED19,1128,064+11,048+137%$422.1K$970.7K+$548.6K2026-10-23
National Wealth Management Group, LLC
INCREASED19,09015,529+3,561+23%$812.8K$969.6K+$156.8K2026-10-26
Balefire, LLC
INCREASED18,8628,465+10,397+123%$443.1K$958.0K+$514.9K2026-10-09
VestGen Advisors, LLC
INCREASED18,78217,667+1,115+6%$924.7K$953.9K+$29.2K2026-10-27
Mission Wealth Management, LP
DECREASED18,766108,788-90,022-83%$5.7M$953.1K-$4.7M2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED18,59713,276+5,321+40%$694.9K$944.5K+$249.7K2026-10-29
Cornerstone Planning Group LLC
DECREASED18,55620,954-2,398-11%$1.1M$940.6K-$148.2K2026-10-16
Lionsbridge Wealth Management LLC
DECREASED18,52919,401-872-4%$1.0M$941.1K-$74.4K2026-10-26
Braun-Bostich & Associates Inc.
INCREASED18,52018,307+213+1%$958.2K$940.6K-$17.6K2026-10-20
Waterfront Wealth Inc.
INCREASED18,08917,333+756+4%$904.4K$917.3K+$12.9K2026-11-03
MKT Advisors LLC
DECREASED18,02118,952-931-5%$989.3K$912.8K-$76.5K2026-10-20
Raab & Moskowitz Asset Management LLC
INCREASED17,78917,150+639+4%$897.6K$903.5K+$5.9K2026-11-02
Cabot Wealth Management Inc
NEW17,445—+17,445——$886.0K—2026-11-05
Elevatus Welath Management
DECREASED16,752185,012-168,260-91%$9.7M$850.8K-$8.8M2026-10-19
Reicon Wealth Advisors, LLC
INCREASED16,70415,090+1,614+11%$789.8K$848.4K+$58.6K2026-11-04
Strategic Equity Management
DECREASED16,50025,008-8,508-34%$1.3M$838.1K-$470.9K2026-11-04
Milestone Asset Management Group, LLC
DECREASED16,22217,367-1,145-7%$909.0K$823.9K-$85.1K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED15,97313,390+2,583+19%$700.8K$811.3K+$110.5K2026-10-29
Cobblestone Asset Management LLC
DECREASED15,92116,113-192-1%$843.4K$808.6K-$34.7K2026-10-13
Spire Wealth Management
DECREASED15,52218,728-3,206-17%$980.2K$788.3K-$191.9K2026-10-30
Endowment Wealth Management, Inc.
INCREASED15,40812,988+2,420+19%$679.8K$782.6K+$102.8K2026-11-03
CRA Financial Services, LLC
DECREASED15,28616,601-1,315-8%$868.9K$776.4K-$92.5K2026-10-16
MSH Capital Advisors LLC
INCREASED15,26014,631+629+4%$765.8K$775.0K+$9.2K2026-11-03
Freedom Financial Partners LLC
NEW15,096—+15,096——$766.7K—2026-10-19
First Heartland Consultants, Inc.
INCREASED15,00412,830+2,174+17%$671.5K$762.0K+$90.5K2026-10-08
Pullen Investment Management, LLC
INCREASED14,9627,778+7,184+92%$407.1K$759.9K+$352.8K2026-10-23
Tempus Wealth Planning, LLC
DECREASED14,87116,845-1,974-12%$881.7K$755.3K-$126.4K2026-10-14
Pinnacle Associates LTD
INCREASED14,86414,333+531+4%$750.2K$755.0K+$4.8K2026-10-20
Relyea Zuckerberg Hanson LLC
INCREASED14,8568,962+5,894+66%$469.1K$754.5K+$285.5K2026-10-20
Novem Group
INCREASED14,7518,026+6,725+84%$420.1K$749.2K+$329.1K2026-10-19
Clear Creek Financial Management, LLC
DECREASED14,51515,540-1,025-7%$813.4K$737.2K-$76.1K2026-10-28
SAX Wealth Advisors, LLC
DECREASED14,39323,794-9,401-40%$1.2M$731.0K-$504.6K2026-10-13
Arwa LLC
INCREASED14,07513,795+280+2%$719.7K$713.5K-$6.2K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED14,06313,475+588+4%$705.3K$714.3K+$9.0K2026-10-27
Avantra Family Wealth, Inc.
DECREASED13,86616,225-2,359-15%$849.2K$704.3K-$144.9K2026-10-20
Marino, Stram & Associates LLC
INCREASED13,6128,970+4,642+52%$469.5K$691.3K+$221.8K2026-10-22
Schear Investment Advisers, LLC
NEW13,611—+13,611——$691.3K—2026-10-14
Tempo Wealth, LLC
INCREASED13,6118,458+5,153+61%$442.7K$691.3K+$248.6K2026-10-14
Financial Partners Group, Inc
INCREASED13,48112,366+1,115+9%$647.2K$684.7K+$37.5K2026-10-19
Verus Capital Partners, LLC
INCREASED13,3669,394+3,972+42%$491.7K$678.9K+$187.2K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED13,31712,556+761+6%$657.2K$676.4K+$19.2K2026-10-08
Strategy Asset Managers LLC
DECREASED13,22314,352-1,129-8%$751.2K$671.6K-$79.6K2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
NEW13,129—+13,129——$666.8K—2026-10-28
Investment Planning Advisors, Inc.
DECREASED12,85213,080-228-2%$684.6K$652.8K-$31.9K2026-10-14
ASL Financial, LLC
INCREASED12,75311,282+1,471+13%$590.5K$647.7K+$57.2K2026-10-15
Firethorn Wealth Partners, LLC
DECREASED12,41714,237-1,820-13%$745.2K$630.6K-$114.5K2026-10-14
Tsfg, LLC
DECREASED12,22189,668-77,447-86%$4.7M$621.0K-$4.1M2026-10-23
Nations Financial Group Inc,
DECREASED11,87014,927-3,057-20%$781.3K$602.9K-$178.4K2026-11-05
Jefferson Bridge Capital, LLC
INCREASED11,60411,474+130+1%$600.6K$589.4K-$11.2K2026-11-06
LongView Wealth Management
INCREASED11,5848,385+3,199+38%$438.9K$588.4K+$149.5K2026-10-19
Moneco Advisors, LLC
NEW11,477—+11,477——$582.9K—2026-11-05
Tritonpoint Wealth, LLC
INCREASED11,4275,289+6,138+116%$276.8K$580.4K+$303.6K2026-10-19
Carolina Wealth Management Inc
UNCHANGED11,29311,29300%$591.1K$573.6K-$17.5K2026-10-29
M Holdings Securities, Inc.
NEW11,114—+11,114——$564.0K—2026-11-03
LexAurum Advisors, LLC
INCREASED11,10411,043+61+1%$578.0K$564.0K-$14.0K2026-10-19
Ariadne Wealth Management, LP
NEW11,057—+11,057——$561.6K—2026-11-06
Brown, Lisle Ings, Inc.
DECREASED11,01711,317-300-3%$592.3K$559.6K-$32.8K2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED11,00224,766-13,764-56%$1.3M$558.8K-$737.4K2026-11-02
RW Investment Management LLC
DECREASED10,83010,869-390%$568.9K$550.1K-$18.8K2026-11-03
Mather Group, Llc.
INCREASED10,7559,857+898+9%$515.9K$546.2K+$30.3K2026-10-14
Granville Capital, Inc.
NEW10,728—+10,728——$544.9K—2026-11-05
Curated Wealth Partners LLC
NEW10,727—+10,727——$544.8K—2026-10-15
Juno Financial Group LLC
INCREASED10,63010,518+112+1%$550.5K$539.9K-$10.6K2026-10-27
Polaris Investment Advisors, LLC
DECREASED10,62712,127-1,500-12%$634.7K$539.7K-$95.0K2026-10-20
Capital Investment Advisors, LLC
INCREASED10,43810,252+186+2%$536.6K$530.1K-$6.4K2026-10-22
Centurion Wealth Management LLC
DECREASED10,34255,833-45,491-81%$2.9M$525.3K-$2.4M2026-10-13
Krilogy Financial LLC
NEW10,297—+10,297——$522.0K—2026-10-13
Level Four Advisory Services, LLC
DECREASED10,23810,604-366-3%$555.0K$520.0K-$35.0K2026-11-06
TPG Advisors LLC
DECREASED10,23712,151-1,914-16%$636.0K$519.9K-$116.0K2026-10-16
Wedbush Securities Inc
INCREASED10,2177,806+2,411+31%$409.0K$519.0K+$110.0K2026-10-22
Sun Group Wealth Partners
INCREASED10,2009,200+1,000+11%$481.5K$518.1K+$36.5K2026-10-26
Naples Global Advisors, LLC
UNCHANGED10,12510,12500%$529.9K$514.2K-$15.7K2026-11-05
Latitude Advisors, LLC
DECREASED10,02111,045-1,024-9%$578.1K$508.9K-$69.2K2026-10-27
Gen-Wealth Partners Inc
DECREASED10,01710,745-728-7%$562.4K$508.8K-$53.6K2026-11-04
Partners Wealth Management, LLC
NEW9,995—+9,995——$507.6K—2026-10-28
PKS Advisory Services, LLC
UNCHANGED9,9709,97000%$522.0K$522.0K$02026-10-26
Asempa Wealth Advisors
DECREASED9,91810,538-620-6%$551.6K$501.5K-$50.1K2026-10-07
Richard P Slaughter Associates Inc
INCREASED9,6219,431+190+2%$493.6K$488.6K-$5.0K2026-10-13
Secure Asset Management, LLC
DECREASED9,5839,850-267-3%$515.6K$486.7K-$28.9K2026-10-19
Roxbury Financial LLC
DECREASED9,5269,682-156-2%$506.7K$483.8K-$22.9K2026-10-01
Kelleher Financial Advisors
INCREASED9,3818,882+499+6%$464.9K$476.4K+$11.5K2026-10-30
Lifelong Wealth Advisors, Inc.
DECREASED9,26710,368-1,101-11%$542.7K$470.7K-$72.0K2026-10-19
XY Planning Network, Inc.
DECREASED9,1589,758-600-6%$510.7K$465.1K-$45.6K2026-10-14
Catalyst Financial Partners LLC
NEW9,000—+9,000——$457.1K—2026-11-06
Stevens Capital Partners
DECREASED8,9829,149-167-2%$478.8K$456.2K-$22.6K2026-10-29
Trust Co
INCREASED8,9365,161+3,775+73%$270.1K$453.9K+$183.7K2026-10-09
Canvas Wealth Advisors, LLC
DECREASED8,83170,777-61,946-88%$3.7M$448.3K-$3.3M2026-11-02
BAM Wealth Management, LLC
NEW8,756—+8,756——$444.7K—2026-10-15
Ashton Thomas Securities, LLC
DECREASED8,5548,901-347-4%$465.9K$434.5K-$31.4K2026-10-26
Sonata Capital Group Inc
UNCHANGED8,5358,53500%$446.7K$433.5K-$13.2K2026-10-19
Avid Wealth Partners LLC
INCREASED8,5348,063+471+6%$422.0K$433.4K+$11.4K2026-11-03
M Wealth Management, LLC
NEW8,403—+8,403——$426.8K—2026-10-14
Uptick Partners, LLC
INCREASED8,3408,136+204+3%$425.8K$423.6K-$2.2K2026-11-04
Bernardo Wealth Planning LLC
NEW8,174—+8,174——$415.2K—2026-10-23
JFS Wealth Advisors, LLC
INCREASED8,0807,218+862+12%$377.8K$410.4K+$32.6K2026-11-03
EdgeRock Capital LLC
NEW8,071—+8,071——$409.9K—2026-11-03
Rose Capital Advisors LLC
NEW7,820—+7,820——$397.2K—2026-11-04
First Hawaiian Bank
NEW7,815—+7,815——$396.9K—2026-10-14
BCU Wealth Advisors, LLC
DECREASED7,7957,944-149-2%$415.8K$395.9K-$19.8K2026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED7,7769,050-1,274-14%$473.7K$394.9K-$78.7K2026-10-14
Journey Advisory Group, LLC
INCREASED7,7703,900+3,870+99%$204.1K$394.6K+$190.5K2026-11-04
Oak Grove Capital LLC
UNCHANGED7,7007,70000%$403.0K$391.1K-$11.9K2026-10-09
Veracity Capital LLC
NEW7,697—+7,697——$391.0K—2026-10-08
Heritage Family Offices, LLP
DECREASED7,6629,958-2,296-23%$521.2K$389.2K-$132.0K2026-11-02
Hoxton Planning & Management, LLC
DECREASED7,6189,302-1,684-18%$486.9K$386.9K-$99.9K2026-10-15
United Advisor Group, LLC
INCREASED7,5637,354+209+3%$384.9K$384.1K-$7712026-11-03
Procyon Advisors, LLC
DECREASED7,2858,031-746-9%$420.3K$370.0K-$50.3K2026-10-21
TCI Wealth Advisors, Inc.
NEW7,229—+7,229——$367.2K—2026-10-30
MMA Asset Management LLC
INCREASED7,1975,458+1,739+32%$285.7K$365.5K+$79.9K2026-11-02
Oregon Pacific Wealth Management, LLC
DECREASED7,1978,068-871-11%$422.3K$365.5K-$56.7K2026-10-20
Chris Bulman Inc
INCREASED7,1454,269+2,876+67%$223.4K$362.9K+$139.5K2026-10-20
Skyline Advisors, Inc.
DECREASED7,0658,817-1,752-20%$461.5K$358.8K-$102.6K2026-11-03
US Bancorp \de\
INCREASED7,0176,825+192+3%$357.2K$356.4K-$8292026-11-05
Lockerman Financial Group, Inc.
INCREASED6,8426,624+218+3%$346.7K$347.5K+$8052026-10-19
Fifth Third Securities, Inc.
NEW6,764—+6,764——$343.6K—2026-10-21
ETF Store, Inc.
INCREASED6,6156,202+413+7%$324.6K$336.0K+$11.3K2026-10-19
One Wealth Capital Management, LLC
DECREASED6,54810,102-3,554-35%$528.7K$332.6K-$196.2K2026-10-23
Newport Capital Group, LLC
NEW6,522—+6,522——$336.1K—2026-10-16
AdvisorNet Financial, Inc
DECREASED6,46410,581-4,117-39%$553.8K$327.3K-$226.5K2026-10-15
Syntegra Private Wealth Group, LLC
INCREASED6,3916,338+53+1%$331.7K$324.6K-$7.1K2026-10-13
Robinson Smith Wealth Advisors LLC
INCREASED6,2536,124+129+2%$320.5K$317.6K-$2.9K2026-10-22
Regions Financial Corp
DECREASED6,22714,167-7,940-56%$741.5K$316.3K-$425.2K2026-11-05
GC Wealth Management RIA, LLC
INCREASED6,2125,403+809+15%$282.8K$315.5K+$32.7K2026-11-02
Lido Advisors, LLC
DECREASED6,1528,600-2,448-28%$450.1K$312.4K-$137.7K2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED6,0706,067+3+0%$317.5K$308.3K-$9.3K2026-10-20
Sellwood Investment Partners LLC
INCREASED6,0505,971+79+1%$312.5K$307.3K-$5.2K2026-11-03
Parsons Capital Management Inc
DECREASED6,0296,468-439-7%$338.5K$306.2K-$32.3K2026-10-28
Fiduciary Alliance LLC
DECREASED6,0237,952-1,929-24%$416.2K$305.9K-$110.3K2026-10-13
First National Trust Co
DECREASED6,01726,268-20,251-77%$1.4M$305.6K-$1.1M2026-10-28
Ritholtz Wealth Management
UNCHANGED5,9905,99000%$313.5K$304.2K-$9.3K2026-11-05
Golden State Wealth Management, LLC
DECREASED5,7708,090-2,320-29%$423.5K$293.1K-$130.4K2026-11-02
Lantern Wealth Advisors, LLC
DECREASED5,7675,800-33-1%$303.5K$292.9K-$10.7K2026-10-22
Apex Wealth Management, LLC
DECREASED5,74525,773-20,028-78%$1.3M$291.8K-$1.1M2026-10-20
E&G Advisors, LLC
DECREASED5,7005,900-200-3%$308.8K$289.5K-$19.3K2026-10-13
Gilliland Jeter Wealth Management LLC
INCREASED5,6305,230+400+8%$273.7K$285.9K+$12.2K2026-10-28
Fragasso Financial Advisors Inc
NEW5,590—+5,590——$283.3K—2026-10-13
Root Financial Partners, LLC
NEW5,543—+5,543——$281.5K—2026-10-21
Advisory Solutions Group, LLC
DECREASED5,5266,704-1,178-18%$350.9K$280.7K-$70.2K2026-10-14
Flagstar Securities, Inc
INCREASED5,3865,315+71+1%$278.2K$273.6K-$4.7K2026-10-15
Regatta Capital Group, LLC
UNCHANGED5,3535,35300%$280.2K$271.9K-$8.3K2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED5,1425,170-28-1%$270.6K$261.2K-$9.4K2026-10-16
International Assets Investment Management, LLC
INCREASED5,0664,511+555+12%$235.4K$256.1K+$20.8K2026-11-02
Commerce Advisors, LLC
DECREASED4,9955,795-800-14%$303.3K$253.7K-$49.6K2026-10-19
Signal Advisors Wealth, LLC
DECREASED4,9845,057-73-1%$264.7K$253.2K-$11.6K2026-10-13
HB Wealth Management, LLC
INCREASED4,9834,946+37+1%$258.9K$253.1K-$5.8K2026-10-23
Cherry Creek Investment Advisors, Inc.
INCREASED4,9784,919+59+1%$257.5K$252.8K-$4.6K2026-10-14
Mosley Wealth Management
DECREASED4,9245,144-220-4%$269.2K$249.6K-$19.6K2026-10-16
Smith Shellnut Wilson LLC
UNCHANGED4,9054,90500%$256.7K$249.1K-$7.6K2026-10-21
Saxon Interests, Inc.
NEW4,853—+4,853——$246.5K—2026-10-26
Burke & Herbert Bank & Trust Co
UNCHANGED4,7754,77500%$249.9K$242.5K-$7.4K2026-11-02
Tcfg Investment Advisors, LLC
UNCHANGED4,7234,72300%$247.2K$239.9K-$7.3K2026-10-20
Omni 360 Wealth, Inc.
DECREASED4,5195,021-502-10%$262.8K$229.5K-$33.3K2026-10-13
John W. Brooker & Co., CPAs
DECREASED4,48515,728-11,243-71%$823.2K$227.8K-$595.4K2026-10-21
Cooper Financial Group
DECREASED4,4664,728-262-6%$247.5K$226.8K-$20.7K2026-10-07
First Financial Group Corp
INCREASED4,4644,428+36+1%$231.8K$226.7K-$5.1K2026-10-22
Winthrop Advisory Group LLC
DECREASED4,4385,176-738-14%$270.9K$225.4K-$45.5K2026-10-22
Citizens Financial Group Inc
INCREASED4,3334,329+4+0%$226.6K$220.1K-$6.5K2026-10-23
Sutton Place Investors LLC
DECREASED4,2884,805-517-11%$251.5K$217.8K-$33.7K2026-10-20
Wealth Group Ltd
INCREASED4,2554,240+15+0%$221.9K$215.2K-$6.7K2026-10-07
Boomfish Wealth Group, LLC
NEW4,238—+4,238——$215.2K—2026-10-22
PCG Asset Management, LLC
NEW4,079—+4,079——$207.2K—2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED4,0765,977-1,901-32%$312.8K$207.0K-$105.8K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED4,0553,986+69+2%$208.6K$206.0K-$2.7K2026-10-13
Pathway Financial Advisors LLC
DECREASED4,0375,349-1,312-25%$278.8K$205.0K-$73.8K2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED3,7223,240+482+15%$169.6K$189.1K+$19.5K2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED3,4123,41200%$177.8K$172.5K-$5.3K2026-10-16
Evolution Wealth Management Inc.
DECREASED2,6782,704-26-1%$141.5K$136.0K-$5.5K2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED2,5402,54000%$132.9K$129.0K-$3.9K2026-10-13
Lloyd Advisory Services, Llc.
INCREASED2,5311,097+1,434+131%$57.4K$128.6K+$71.1K2026-11-02
Signature Equity Partners, LLC
INCREASED2,2931,046+1,247+119%$54.7K$116.5K+$61.7K2026-10-29
Retirement Wealth Solutions LLC
UNCHANGED2,2822,28200%$119.4K$115.9K-$3.5K2026-10-07
CoreCap Advisors, LLC
DECREASED2,1482,951-803-27%$154.5K$109.1K-$45.4K2026-10-08
Allworth Financial LP
INCREASED2,1282,105+23+1%$110.2K$111.4K+$1.2K2026-11-06
Archer Investment Corp
DECREASED2,0682,123-55-3%$111.1K$105.0K-$6.1K2026-11-05
Montag A & Associates Inc
UNCHANGED2,0612,06100%$107.9K$104.7K-$3.2K2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED1,9351,93500%$101.3K$98.3K-$3.0K2026-10-05
Barrett & Company, Inc.
INCREASED1,7311,724+7+0%$90.2K$87.9K-$2.3K2026-10-22
Wells Financial Advisors Inc
DECREASED1,6361,749-113-6%$91.5K$83.1K-$8.5K2026-11-02
Key Capital Management, Inc
INCREASED1,6241,433+191+13%$75.0K$82.5K+$7.5K2026-11-03
Trust Co of Vermont
DECREASED1,5751,875-300-16%$98.1K$80.0K-$18.1K2026-10-21
Kingdom Financial Group Llc.
INCREASED1,5661,510+56+4%$79.0K$79.5K+$4752026-11-04
Nvwm, LLC
NEW1,370—+1,370——$69.6K—2026-10-14
First Horizon Corp
DECREASED1,3501,800-450-25%$94.2K$68.6K-$25.6K2026-10-26
Canton Hathaway, LLC
UNCHANGED1,3001,30000%$68.0K$66.0K-$2.0K2026-10-23
Beacon Financial Strategies Corp
UNCHANGED1,1291,12900%$59.1K$57.3K-$1.8K2026-10-14
City Holding Co
UNCHANGED1,1251,12500%$58.9K$57.1K-$1.7K2026-10-19
William Mack & Associates, Inc.
DECREASED1,0558,255-7,200-87%$432.1K$53.6K-$378.5K2026-10-27
UMB Private Wealth Management, LLC
NEW1,047—+1,047——$53.2K—2026-10-19
High Point Wealth Management, LLC
NEW845—+845——$42.9K—2026-11-05
Yankcom Partnership
NEW817—+817——$41.5K—2026-10-15
Chilton Capital Management LLC
NEW800—+800——$40.6K—2026-10-28
Realta Investment Advisors
INCREASED765700+65+9%$36.6K$38.9K+$2.2K2026-10-14
Central Trust Co
NEW716—+716——$36.4K—2026-11-05
Plante Moran Financial Advisors, LLC
NEW709—+709——$36.0K—2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED70770700%$37.0K$35.9K-$1.1K2026-11-04
Abound Wealth Management
INCREASED670566+104+18%$29.6K$34.0K+$4.4K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED636644-8-1%$33.7K$32.3K-$1.4K2026-11-04
Planning Strategies Inc.
DECREASED576635-59-9%$33.2K$29.3K-$4.0K2026-10-02
Jacobi Capital Management LLC
NEW569—+569——$28.9K—2026-11-05
Montgomery Financial Services LLC
INCREASED544206+338+164%$10.8K$27.6K+$16.8K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED481355+126+35%$18.6K$24.4K+$5.8K2026-11-02
West Branch Capital LLC
NEW474—+474——$24.1K—2026-10-20
Compass Financial Management LLC
INCREASED462459+3+1%$24.0K$23.5K-$5592026-10-30
Elevated Capital Advisors, LLC
DECREASED3465,399-5,053-94%$282.6K$17.6K-$265.0K2026-11-04
Capital Advisors, Ltd. LLC
NEW320—+320——$16—2026-10-27
Nemes Rush Group LLC
UNCHANGED28728700%$15.0K$14.6K-$4452026-11-04
Transce3nd, LLC
NEW270—+270——$13.7K—2026-10-26
LAM Group, Inc.
DECREASED2405,240-5,000-95%$274.3K$12.2K-$262.1K2026-10-26
NBT Bank, N.A.
INCREASED213150+63+42%$7.9K$10.8K+$3.0K2026-10-21
High Note Wealth, LLC
UNCHANGED19319300%$10.1K$9.8K-$3002026-10-27
Reap Financial Group, LLC
UNCHANGED16316300%$8.5K$8.3K-$2522026-11-02
Sfam, LLC
NEW160—+160——$8.1K—2026-11-03
Advocate Investing Services LLC
DECREASED154313-159-51%$16.4K$7.8K-$8.6K2026-10-26
Clearstead Advisors, LLC
UNCHANGED14814800%$7.8K$7.5K-$2292026-11-06
Vima LLC
UNCHANGED14614600%$7.6K$7.4K-$2272026-10-23
Pinnacle Bancorp, Inc.
NEW133—+133——$6.8K—2026-10-21
Salomon & Ludwin, LLC
DECREASED133267-134-50%$13.9K$6.8K-$7.2K2026-10-29
Cullen T Bankers, Inc.
INCREASED124123+1+1%$6.4K$6.3K-$1072026-10-28
Collier Financial
DECREASED123138-15-11%$7.2K$6.2K-$9942026-11-06
Larson Financial Group LLC
INCREASED10645+61+136%$2.4K$5.4K+$3.0K2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED10310300%$5.4K$5.2K-$1602026-10-30
Essential Partners LLC
NEW100—+100——$5.1K—2026-10-14
NBH Bank
UNCHANGED949400%$4.9K$4.8K-$1462026-11-05
Investors Research Corp
UNCHANGED939300%$4.9K$4.7K-$1452026-10-07
Silver Grove Financial Group, Inc.
INCREASED9291+1+1%$4.8K$4.7K-$902026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED9190+1+1%$4.7K$4.6K-$1032026-10-23
Capital Investment Advisory Services, LLC
NEW89—+89——$4.5K—2026-10-30
Nova Financial LLC
NEW80—+80——$4.1K—2026-11-04
Fairway Wealth LLC
NEW75—+75——$3.8K—2026-10-30
Morton Brown Family Wealth, LLC
NEW70—+70——$3.6K—2026-10-23
SJS Investment Consulting Inc.
NEW64—+64——$3.3K—2026-10-26
Raleigh Capital Management Inc.
DECREASED5870-12-17%$3.7K$2.9K-$7252026-10-28
Rosenberg Matthew Hamilton
UNCHANGED444400%$2.3K$2.2K-$682026-10-05
Birchwood Financial Partners, Inc.
INCREASED3231+1+3%$1.6K$1.6K-$282026-11-02
UMB Bank, n.a.
DECREASED19606-587-97%$31.7K$965-$30.8K2026-11-06
Lynch Investment Planning, LLC
NEW17—+17——$863—2026-10-27
POM Investment Strategies, LLC
NEW7—+7——$356—2026-10-20
Downshift Financial, LLC
NEW4—+4——$206—2026-10-13
WJ Wealth Management, LLC
CLOSED0240,233-240,233-100%$12.6M$0-$12.6M2026-11-03
Scarborough Advisors, LLC
CLOSED0220,990-220,990-100%$11.5M$0-$11.5M2026-10-16
FIG Financial Advisory Services Inc
CLOSED080,131-80,131-100%$4.2M$0-$4.2M2026-10-07
Bryant Woods Investment Advisors, LLC
CLOSED038,375-38,375-100%$2.0M$0-$2.0M2026-10-26
KPP Advisory Services LLC
CLOSED030,798-30,798-100%$1.6M$0-$1.6M2026-10-26
PDS Planning, Inc
CLOSED013,581-13,581-100%$710.8K$0-$710.8K2026-11-03
Layline Advisors, LLC
CLOSED012,184-12,184-100%$637.7K$0-$637.7K2026-11-02
Maia Wealth LLC
CLOSED09,967-9,967-100%$521.7K$0-$521.7K2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED09,958-9,958-100%$521.2K$0-$521.2K2026-10-27
Moneywise, Inc.
CLOSED08,661-8,661-100%$453.3K$0-$453.3K2026-10-30
Commonwealth Financial Services, LLC
CLOSED08,190-8,190-100%$428.7K$0-$428.7K2026-10-20
Morton Capital Management LLC
CLOSED07,241-7,241-100%$379.0K$0-$379.0K2026-10-23
Parkway Wealth Management Group, LLC
CLOSED07,225-7,225-100%$378.2K$0-$378.2K2026-10-20
Saxony Capital Management, LLC
CLOSED05,624-5,624-100%$294.4K$0-$294.4K2026-10-15
Madson Wealth Advisors Inc
CLOSED05,030-5,030-100%$263.2K$0-$263.2K2026-10-13
Elevation Wealth Management LLC
CLOSED04,699-4,699-100%$245.9K$0-$245.9K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED04,500-4,500-100%$235.5K$0-$235.5K2026-10-26
Lane Brothers & Co Inc
CLOSED04,379-4,379-100%$229.2K$0-$229.2K2026-11-02
RiverTree Advisors, LLC
CLOSED04,334-4,334-100%$226.8K$0-$226.8K2026-10-13
Kelly Financial Group LLC
CLOSED04,250-4,250-100%$222.4K$0-$222.4K2026-10-16
Spinnaker Investment Group, LLC
CLOSED04,108-4,108-100%$215.0K$0-$215.0K2026-10-13
Fiscal Wisdom Wealth Management, LLC
CLOSED04,013-4,013-100%$210.0K$0-$210.0K2026-10-16
Aprio Wealth Management, LLC
CLOSED03,959-3,959-100%$207.2K$0-$207.2K2026-10-28
WealthPoint Financial, LLC
CLOSED03,841-3,841-100%$201.0K$0-$201.0K2026-11-03
StoneX Group Inc.
CLOSED03,834-3,834-100%$200.7K$0-$200.7K2026-11-03
Clean Yield Group
CLOSED01,778-1,778-100%$93.1K$0-$93.1K2026-10-28
Islay Capital Management, LLC
CLOSED01,010-1,010-100%$52.9K$0-$52.9K2026-10-20
Manchester Capital Management LLC
CLOSED0684-684-100%$35.8K$0-$35.8K2026-10-22
LifeSteps Financial, Inc.
CLOSED0588-588-100%$30.8K$0-$30.8K2026-10-15
Wellington Grp LLC
CLOSED0438-438-100%$22.7K$0-$22.7K2026-11-06
Oakworth Capital, Inc.
CLOSED0324-324-100%$16.9K$0-$16.9K2026-10-26
Bangor Savings Bank
CLOSED0307-307-100%$16.1K$0-$16.1K2026-10-06
Russell Investments Group, Ltd.
CLOSED01-1-100%$52$0-$522026-11-06
Physician Wealth Advisors, Inc.
DECREASED07,201-7,201-100%$376.9K$2-$376.9K2026-10-20
BlackRock, Inc.
N/A—25,102,937-25,102,937-100%$1.3B———
Envestnet Asset Management Inc
N/A—14,033,583-14,033,583-100%$734.5M———
Dynasty Wealth Management, LLC
N/A—13,122,011-13,122,011-100%$686.8M———
JPMorgan Chase & Co
N/A—12,880,051-12,880,051-100%$675.4M———
Bank of America Corp
N/A—11,936,260-11,936,260-100%$624.7M———
Morgan Stanley
N/A—9,290,697-9,290,697-100%$486.3M———
Ameriprise Financial Inc
N/A—7,473,195-7,473,195-100%$391.3M———
Wells Fargo & Company
N/A—6,581,193-6,581,193-100%$344.5M———
Sequoia Financial Advisors, LLC
N/A—6,133,736-6,133,736-100%$321.0M———
Quotient Wealth Partners, LLC
N/A—5,746,548-5,746,548-100%$300.8M———
UBS Group AG
N/A—4,651,975-4,651,975-100%$243.5M———
Cetera Investment Advisers
N/A—4,066,633-4,066,633-100%$212.8M———
Wharton Business Group, LLC
N/A—3,067,790-3,067,790-100%$160.6M———
Royal Bank of Canada
N/A—2,706,682-2,706,682-100%$141.7M———
Jane Street Group, LLC
N/A—2,355,106-2,355,106-100%$123.3M———
MML Investors Services, LLC
N/A—2,336,978-2,336,978-100%$122.3M———
Jones Financial Companies Lllp
N/A—2,052,618-2,052,618-100%$107.5M———
Raymond James Financial Inc
N/A—1,994,239-1,994,239-100%$104.4M———
Pinnacle Financial Partners, Inc.
N/A—1,623,402-1,623,402-100%$85.0M———
Northwestern Mutual Wealth Management Co
N/A—1,527,153-1,527,153-100%$79.9M———
Osaic Holdings, Inc.
N/A—1,438,984-1,438,984-100%$75.3M———
MAI Capital Management
N/A—1,370,765-1,370,765-100%$71.7M———
Integrated Wealth Concepts LLC
N/A—1,356,207-1,356,207-100%$71.0M———
OneDigital Investment Advisors LLC
N/A—1,340,343-1,340,343-100%$70.2M———
Arax Advisory Partners
N/A—1,270,067-1,270,067-100%$66.5M———
HighTower Advisors, LLC
N/A—1,172,487-1,172,487-100%$61.4M———
Betterment LLC
N/A—1,117,683-1,117,683-100%$58.5M———
Equitable Holdings, Inc.
N/A—924,297-924,297-100%$48.4M———
Envestnet Portfolio Solutions, Inc.
N/A—917,830-917,830-100%$48.0M———
Madison Wealth Partners, Inc
N/A—909,176-909,176-100%$47.6M———
MJP Associates Inc
N/A—903,162-903,162-100%$47.3M———
Arete Wealth Advisors, LLC
N/A—896,622-896,622-100%$46.9M———
Summit Financial, LLC
N/A—852,313-852,313-100%$44.6M———
NewEdge Advisors, LLC
N/A—804,170-804,170-100%$42.1M———
Stifel Financial Corp
N/A—774,756-774,756-100%$40.6M———
Ogorek Anthony Joseph
N/A—754,941-754,941-100%$39.5M———
FMR LLC
N/A—680,644-680,644-100%$35.6M———
Modern Wealth Management, LLC
N/A—655,822-655,822-100%$34.3M———
Goldman Sachs Group Inc
N/A—645,363-645,363-100%$33.8M———
Scotia Capital Inc.
N/A—608,994-608,994-100%$31.9M———
Stratos Wealth Partners, Ltd.
N/A—545,112-545,112-100%$28.5M———
Janney Montgomery Scott LLC
N/A—519,865-519,865-100%$27.2M———
IHT Wealth Management, LLC
N/A—517,376-517,376-100%$27.1M———
Members Advisory Group LLC
N/A—498,275-498,275-100%$26.1M———
Rockefeller Capital Management L.P.
N/A—496,792-496,792-100%$26.0M———
Pallas Capital Advisors LLC
N/A—490,215-490,215-100%$25.7M———
Legacy Financial Group LLC
N/A—488,882-488,882-100%$25.6M———
Composition Wealth, LLC
N/A—478,068-478,068-100%$25.0M———
Private Advisor Group, LLC
N/A—474,246-474,246-100%$24.8M———
United Capital Financial Advisors, LLC
N/A—467,672-467,672-100%$24.5M———
Advocacy Wealth Management, LLC
N/A—465,922-465,922-100%$24.4M———
Frisch Financial Group, Inc.
N/A—445,974-445,974-100%$23.3M———
Vestmark Advisory Solutions, Inc.
N/A—444,414-444,414-100%$23.3M———
Waverly Advisors, LLC
N/A—419,563-419,563-100%$22.0M———
Faithward Advisors, LLC
N/A—404,716-404,716-100%$21.2M———
Foundations Investment Advisors, LLC
N/A—400,118-400,118-100%$20.9M———
HighPoint Advisor Group LLC
N/A—395,708-395,708-100%$20.7M———
Belpointe Asset Management LLC
N/A—387,198-387,198-100%$20.3M———
&partners
N/A—377,591-377,591-100%$19.8M———
CreativeOne Wealth, LLC
N/A—374,859-374,859-100%$19.6M———
Summit Wealth Partners, LLC
N/A—372,797-372,797-100%$19.5M———
NorthCoast Asset Management LLC
N/A—371,403-371,403-100%$19.4M———
Baird Financial Group, Inc.
N/A—368,817-368,817-100%$19.3M———
Mariner, LLC
N/A—347,477-347,477-100%$18.2M———
Ducere Wealth Management LLC
N/A—346,593-346,593-100%$18.1M———
Mcmorgan & Co LLC
N/A—343,360-343,360-100%$18.0M———
CVA Family Office, LLC
N/A—324,856-324,856-100%$17.0M———
AE Wealth Management LLC
N/A—321,288-321,288-100%$16.8M———
Renaissance Technologies LLC
N/A—301,000-301,000-100%$15.8M———
World Investment Advisors
N/A—300,872-300,872-100%$15.6M———
Van Hulzen Asset Management, LLC
N/A—294,719-294,719-100%$15.4M———
NorthRock Partners, LLC
N/A—293,554-293,554-100%$15.4M———
Star Financial Bank
N/A—288,717-288,717-100%$15.1M———
Eaton Financial Holdings Company, LLC
N/A—272,233-272,233-100%$14.2M———
Storen Legacy Partners, LLC
N/A—266,112-266,112-100%$13.9M———
1 North Wealth Services LLC
N/A—266,102-266,102-100%$13.9M———
Signal Tree Financial Partners LLC
N/A—227,864-227,864-100%$11.9M———
Bay Rivers Group
N/A—220,795-220,795-100%$11.6M———
JT Stratford LLC
N/A—220,132-220,132-100%$11.5M———
Beacon Pointe Advisors, LLC
N/A—209,267-209,267-100%$11.0M———
LHM, Inc.
N/A—207,384-207,384-100%$10.9M———
Vertex Planning Partners, LLC
N/A—199,498-199,498-100%$10.4M———
Gateway Wealth Partners, LLC
N/A—198,472-198,472-100%$10.4M———
Kingsview Wealth Management, LLC
N/A—191,881-191,881-100%$10.0M———
GTS Financial, LLC
N/A—190,589-190,589-100%$10.1M———
Eldridge Investment Advisors, Inc.
N/A—188,712-188,712-100%$9.9M———
J Hagan Capital, Inc.
N/A—186,347-186,347-100%$9.8M———
Alexis Investment Partners, LLC
N/A—183,013-183,013-100%$9.6M———
Global Retirement Partners, LLC
N/A—182,027-182,027-100%$9.5M———
Steward Partners Investment Advisory, LLC
N/A—174,074-174,074-100%$9.1M———
First National Bank & Trust Co of Newtown
N/A—173,765-173,765-100%$9.0M———
Heritage Trust Co
N/A—159,225-159,225-100%$8.3M———
Icon Wealth Advisors, LLC
N/A—152,890-152,890-100%$8.0M———
Tidemark, LLC
N/A—150,538-150,538-100%$7.9M———
Arkadios Wealth Advisors
N/A—130,862-130,862-100%$6.8M———
Snowden Capital Advisors LLC
N/A—129,949-129,949-100%$6.8M———
Advisory Services Network, LLC
N/A—129,870-129,870-100%$6.8M———
Natixis Advisors, LLC
N/A—129,112-129,112-100%$6.8M———
Matrix Private Capital Group LLC
N/A—124,076-124,076-100%$6.5M———
Family Manage LLC
N/A—123,034-123,034-100%$6.4M———
Blair William & Co
N/A—122,136-122,136-100%$6.4M———
Landing Point Financial Group, LLC
N/A—121,147-121,147-100%$6.3M———
Castle Wealth Management LLC
N/A—119,942-119,942-100%$6.3M———
Beacon Bridge Wealth Partners, LLC
N/A—117,051-117,051-100%$6.1M———
Focus Partners Wealth
N/A—114,517-114,517-100%$6.0M———
Rollins Financial Advisors, LLC
N/A—114,113-114,113-100%$6.0M———
Gotham Asset Management, LLC
N/A—110,430-110,430-100%$5.8M———
Trivium Point Advisory, LLC
N/A—106,553-106,553-100%$5.6M———
Stokes Family Office, LLC
N/A—103,010-103,010-100%$5.4M———
Mutual Advisors, LLC
N/A—98,232-98,232-100%$5.1M———
Ancora Advisors LLCA
N/A—93,039-93,039-100%$4.9M———
J. Mark Nickell & Co.
N/A—90,734-90,734-100%$4.7M———
Rothschild Wealth LLC
N/A—88,487-88,487-100%$4.6M———
Owen LaRue, LLC
N/A—85,567-85,567-100%$4.5M———
IFG Advisory, LLC
N/A—84,810-84,810-100%$4.4M———
Bank of Montreal
N/A—84,750-84,750-100%$4.4M———
Synergy Investment Management, LLC
N/A—84,604-84,604-100%$4.4M———
O'rourke & Company, Inc
N/A—84,499-84,499-100%$4.4M———
Invst, LLC
N/A—79,717-79,717-100%$4.2M———
Wealth Alliance, LLC
N/A—79,571-79,571-100%$4.2M———
Stratos Wealth Advisors, LLC
N/A—79,047-79,047-100%$4.1M———
Medallion Wealth Advisors, LLC
N/A—75,943-75,943-100%$4.0M———
EQ LLC
N/A—74,385-74,385-100%$3.9M———
Shared Vision Wealth Group LLC
N/A—73,521-73,521-100%$3.8M———
Bcgm Wealth Management, LLC
N/A—73,294-73,294-100%$3.8M———
Cerity Partners LLC
N/A—72,779-72,779-100%$3.8M———
L & S Advisors Inc
N/A—71,800-71,800-100%$3.8M———
NewEdge Wealth, LLC
N/A—70,259-70,259-100%$3.7M———
Northeast Planning Associates, Inc. / NH /
N/A—69,369-69,369-100%$3.4M———
Regal Investment Advisors LLC
N/A—69,151-69,151-100%$3.6M———
Larch Capital Partners LLC
N/A—68,553-68,553-100%$3.6M———
Ameritas Advisory Services, LLC
N/A—68,051-68,051-100%$3.6M———
Mcguire Capital Advisors Inc
N/A—63,612-63,612-100%$3.3M———
Orion Porfolio Solutions, LLC
N/A—60,648-60,648-100%$3.2M———
New Insight Wealth Advisors
N/A—60,052-60,052-100%$3.1M———
ArborFi Advisors, LLC
N/A—59,881-59,881-100%$3.1M———
Finhabits Advisors LLC
N/A—58,350-58,350-100%$3.1M———
JPL Wealth Management, LLC
N/A—57,737-57,737-100%$3.0M———
Vines Capital Management, LLC
N/A—56,449-56,449-100%$3.0M———
Pathstone Holdings, LLC
N/A—54,935-54,935-100%$2.9M———
Bleakley Financial Group, LLC
N/A—54,920-54,920-100%$2.9M———
One Wealth Advisors, LLC
N/A—53,156-53,156-100%$2.8M———
BlackDiamond Wealth Management, LLC
N/A—52,922-52,922-100%$2.8M———
Brooks, Moore & Associates, Inc.
N/A—52,775-52,775-100%$2.8M———
Kickstand Ventures, Llc.
N/A—51,886-51,886-100%$2.7M———
Liberty Wealth Management LLC
N/A—51,750-51,750-100%$2.7M———
Beckerman Institutional, LLC
N/A—51,301-51,301-100%$2.7M———
Rivernorth Capital Management, LLC
N/A—50,793-50,793-100%$2.7M———
UBS Asset Management Americas LLC
N/A—50,580-50,580-100%$2.6M———
MA Private Wealth
N/A—50,375-50,375-100%$2.6M———
Lansing Street Advisors
N/A—49,637-49,637-100%$2.6M———
Prosperity Consulting Group, LLC
N/A—49,496-49,496-100%$2.6M———
Wellington-Altus USA Inc.
N/A—49,171-49,171-100%$2.6M———
Beto Financial Group, LLC
N/A—48,494-48,494-100%$2.5M———
EWA, LLC
N/A—48,364-48,364-100%$2.5M———
Principal Securities, Inc.
N/A—46,389-46,389-100%$2.4M———
Leigh Baldwin & Co., LLC
N/A—45,973-45,973-100%$2.4M———
Impact Partnership Wealth, LLC
N/A—45,021-45,021-100%$2.4M———
Argent Trust Co
N/A—44,944-44,944-100%$2.4M———
Benjamin Edwards Inc
N/A—44,941-44,941-100%$2.4M———
Royal Capital Wealth Management, LLC
N/A—44,385-44,385-100%$2.3M———
Kovack Advisors, Inc.
N/A—42,273-42,273-100%$2.2M———
Founders Financial Alliance, LLC
N/A—41,258-41,258-100%$2.2M———
Savvy Advisors, Inc.
N/A—40,780-40,780-100%$2.1M———
Fiduciary Trust Co
N/A—39,708-39,708-100%$2.1M———
5T Wealth, LLC
N/A—37,298-37,298-100%$2.0M———
Resolute Wealth Advisor, Inc.
N/A—36,036-36,036-100%$1.9M———
Advyzon Investment Management, LLC
N/A—35,821-35,821-100%$1.9M———
Cary Street Partners Financial LLC
N/A—35,681-35,681-100%$1.9M———
Mercer Global Advisors Inc
N/A—35,627-35,627-100%$1.9M———
Strategies Wealth Advisors, LLC
N/A—33,883-33,883-100%$1.8M———
Mayflower Financial Advisors, LLC
N/A—32,861-32,861-100%$1.7M———
Quantinno Capital Management LP
N/A—31,803-31,803-100%$1.7M———
Keystone Financial Group
N/A—31,458-31,458-100%$1.6M———
Element Wealth, LLC
N/A—31,358-31,358-100%$1.6M———
Western Wealth Management, LLC
N/A—31,062-31,062-100%$1.6M———
Old Mission Capital LLC
N/A—29,962-29,962-100%$1.6M———
CIBC Bancorp USA Inc.
N/A—29,278-29,278-100%$1.5M———
Transamerica Financial Advisors, LLC
N/A—29,100-29,100-100%$1.5M———
Seeds Investor LLC
N/A—29,052-29,052-100%$1.5M———
Bull Harbor Capital LLC
N/A—28,612-28,612-100%$1.5M———
PAX Financial Group, LLC
N/A—28,016-28,016-100%$1.5M———
Tyche Wealth Partners LLC
N/A—27,855-27,855-100%$1.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—27,437-27,437-100%$1.4M———
EP Wealth Advisors, LLC
N/A—26,768-26,768-100%$1.4M———
Tradition Wealth Management, LLC
N/A—26,762-26,762-100%$1.4M———
Intentional Wealth Strategies, LLC
N/A—26,127-26,127-100%$1.4M———
Curtis Wealth Management LLC
N/A—25,732-25,732-100%$1.3M———
Cadia Private Client LLC
N/A—25,231-25,231-100%$1.3M———
Keebeck Wealth Management
N/A—25,192-25,192-100%$1.3M———
B & T Capital Management DBA Alpha Capital Management
N/A—25,005-25,005-100%$1.3M———
Garden State Investment Advisory Services LLC
N/A—24,610-24,610-100%$1.3M———
J.E. Simmons & Co., P.C.
N/A—24,579-24,579-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—24,487-24,487-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—23,273-23,273-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—22,904-22,904-100%$1.2M———
Harbour Investments, Inc.
N/A—22,540-22,540-100%$1.2M———
Barnes Wealth Management Group, Inc
N/A—22,387-22,387-100%$1.2M———
WealthShield Partners, LLC
N/A—22,153-22,153-100%$1.2M———
Capital Analysts, LLC
N/A—21,548-21,548-100%$1.1M———
PFG Investments, LLC
N/A—21,088-21,088-100%$1.1M———
Rialto Wealth Management, LLC
N/A—20,967-20,967-100%$1.1M———
AQR Capital Management LLC
N/A—20,251-20,251-100%$1.1M———
BBR Partners, LLC
N/A—18,710-18,710-100%$979.3K———
Centaurus Financial, Inc.
N/A—18,433-18,433-100%$965.0K———
Kilter Group LLC
N/A—18,365-18,365-100%$961.2K———
Hancock Whitney Corp
N/A—17,482-17,482-100%$915.0K———
Roehl & Yi Investment Advisors, LLC
N/A—17,407-17,407-100%$551.7K———
Empire Financial Management Company, LLC
N/A—17,357-17,357-100%$908.5K———
Laffer Tengler Investments, Inc.
N/A—17,234-17,234-100%$902.0K———
CIBC World Market Inc.
N/A—17,078-17,078-100%$893.9K———
GeoWealth Management, LLC
N/A—16,604-16,604-100%$869.0K———
Venturi Wealth Management, LLC
N/A—16,269-16,269-100%$851.5K———
Keystone Financial Services
N/A—15,842-15,842-100%$829.1K———
Regimen Wealth, LLC
N/A—15,577-15,577-100%$814.5K———
LaSalle St. Investment Advisors, LLC
N/A—15,435-15,435-100%$807.9K———
Sandy Cove Advisors, LLC
N/A—15,244-15,244-100%$797.9K———
Chatterton & Associates Inc.
N/A—14,841-14,841-100%$773.4K———
Yukon Wealth Management, Inc.
N/A—14,547-14,547-100%$761.4K———
Great Valley Advisor Group, Inc.
N/A—14,308-14,308-100%$748.6K———
Vision Retirement, LLC
N/A—14,176-14,176-100%$742.0K———
Qube Research & Technologies Ltd
N/A—13,508-13,508-100%$707.0K———
WCG Wealth Advisors LLC
N/A—13,223-13,223-100%$692.1K———
LifePlan Investment Advisors, Inc.
N/A—13,197-13,197-100%$690.7K———
Geneos Wealth Management Inc.
N/A—13,118-13,118-100%$686.6K———
EFG International AG
N/A—12,805-12,805-100%$670.2K———
Panoramic Investment Advisors, LLC
N/A—12,700-12,700-100%$664.7K———
MidFirst Bank
N/A—12,500-12,500-100%$654.3K———
Smartleaf Asset Management LLC
N/A—12,435-12,435-100%$652.1K———
Meadowbrook Advisors Group, LLC
N/A—12,101-12,101-100%$633.4K———
Wealthspire Advisors, LLC
N/A—12,006-12,006-100%$628.4K———
Theory Financial LLC
N/A—11,984-11,984-100%$627.2K———
Ausdal Financial Partners, Inc.
N/A—11,625-11,625-100%$608.4K———
Callan Family Office, LLC
N/A—11,477-11,477-100%$600.7K———
CFO4Life Group, LLC
N/A—11,185-11,185-100%$585.4K———
Legacy Wealth Managment, LLC
N/A—11,161-11,161-100%$584.2K———
Focus Partners Advisor Solutions, LLC
N/A—10,703-10,703-100%$560.2K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—9,985-9,985-100%$522.6K———
Safeguard Investment Advisory Group, LLC
N/A—9,878-9,878-100%$517.0K———
Hexagon Capital Partners LLC
N/A—9,403-9,403-100%$492.1K———
Fortis Advisors, LLC
N/A—9,401-9,401-100%$492.0K———
Aptus Capital Advisors, LLC
N/A—9,087-9,087-100%$475.6K———
Johnson Investment Counsel Inc
N/A—8,816-8,816-100%$461.4K———
Brookwood Investment Group LLC
N/A—8,815-8,815-100%$461.4K———
Payne Capital LLC
N/A—8,783-8,783-100%$459.7K———
Fiduciary Financial Advisors
N/A—8,436-8,436-100%$441.6K———
Wealthgarden F.S. LLC
N/A—8,396-8,396-100%$439.5K———
Stephens Inc
N/A—8,265-8,265-100%$432.6K———
Inspire Advisors, LLC
N/A—7,784-7,784-100%$407.3K———
Captrust Financial Advisors
N/A—7,664-7,664-100%$401.1K———
Redwood Investment Management, LLC
N/A—7,450-7,450-100%$390.0K———
Vigil Wealth Management, LLC
N/A—7,399-7,399-100%$387.3K———
Nwam LLC
N/A—7,206-7,206-100%$377.2K———
Essex Financial Services, Inc.
N/A—7,188-7,188-100%$376.2K———
Strategic Financial Concepts, LLC
N/A—7,134-7,134-100%$373.4K———
Davis Wealth Advisors, LLC
N/A—7,111-7,111-100%$372.2K———
Adalta Capital Management LLC
N/A—7,000-7,000-100%$366.4K———
Colonial Trust Co / SC
N/A—6,990-6,990-100%$365.9K———
Fortress Private Ledger, LLC
N/A—6,966-6,966-100%$364.6K———
Cary Street Partners Investment Advisory LLC
N/A—6,770-6,770-100%$354.3K———
Twin Peaks Wealth Advisors, LLC
N/A—6,606-6,606-100%$345.8K———
Hantz Financial Services, Inc.
N/A—6,312-6,312-100%$330.0K———
GatePass Capital, LLC
N/A—6,049-6,049-100%$316.6K———
Daybright Advisory Services, Inc.
N/A—5,772-5,772-100%$300.1K———
Empirical Asset Management, LLC
N/A—5,555-5,555-100%$290.7K———
Thompson David Blair
N/A—5,388-5,388-100%$282.0K———
Maridea Wealth Management LLC
N/A—5,300-5,300-100%$277.4K———
Ascension Capital Advisors, Inc.
N/A—5,202-5,202-100%$272.3K———
Resurgent Financial Advisors LLC
N/A—5,127-5,127-100%$268.3K———
Chokshi & Queen Wealth Advisors, Inc
N/A—5,100-5,100-100%$266.9K———
FLP Wealth Management, LLC
N/A—5,095-5,095-100%$266.7K———
Berger Financial Group, Inc
N/A—5,022-5,022-100%$262.9K———
Perennial Investment Advisors, LLC
N/A—4,878-4,878-100%$255.3K———
Magnolia Private Wealth, LLC
N/A—4,863-4,863-100%$254.5K———
Florida Financial Advisors, LLC
N/A—4,846-4,846-100%$253.6K———
Godfrey Financial Associates, Inc.
N/A—4,722-4,722-100%$247.1K———
Harborfront Financial Group LLC
N/A—4,510-4,510-100%$236.1K———
Continuum Advisory, LLC
N/A—4,472-4,472-100%$234.1K———
BFC Planning, Inc.
N/A—4,420-4,420-100%$231.3K———
Lifeworks Advisors, LLC
N/A—4,367-4,367-100%$228.6K———
ODonnell Financial Services, LLC
N/A—4,182-4,182-100%$218.9K———
Holderness Investments Co
N/A—4,149-4,149-100%$217.1K———
Atlantic Union Bankshares Corp
N/A—4,121-4,121-100%$215.7K———
Orographic Financial Advisors, LLC
N/A—4,065-4,065-100%$211.0K———
Legacy Capital Group California, Inc.
N/A—3,955-3,955-100%$207.0K———
SHP Wealth Management
N/A—3,605-3,605-100%$188.7K———
IMA Advisory Services, Inc.
N/A—3,082-3,082-100%$161.3K———
Protective Life Corp
N/A—2,435-2,435-100%$127.4K———
Twin City Private Wealth, LLC
N/A—2,093-2,093-100%$109.5K———
Imprint Wealth LLC
N/A—2,072-2,072-100%$108.4K———
Bessemer Group Inc
N/A—2,000-2,000-100%$105.0K———
National Bank of Canada
N/A—1,949-1,949-100%$102.0K———
Huntington National Bank
N/A—1,402-1,402-100%$73.4K———
Capital Advisor Network LLC
N/A—1,245-1,245-100%$65.2K———
Ameriflex Group, Inc.
N/A—1,140-1,140-100%$59.7K———
Anchor Investment Management, LLC
N/A—1,017-1,017-100%$53.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—954-954-100%$49.9K———
Atomic Invest LLC
N/A—692-692-100%$36.3K———
XP Advisory US, Inc.
N/A—690-690-100%$36.1K———
Strive Financial Group,LLC
N/A—629-629-100%$32.9K———
Fourth Dimension Wealth, LLC
N/A—577-577-100%$30.2K———
Keating Financial Advisory Services, Inc.
N/A—501-501-100%$26.2K———
Mark Sheptoff Financial Planning, LLC
N/A—400-400-100%$20.9K———
Park Place Capital Corp
N/A—321-321-100%$16.8K———
Hollencrest Capital Management
N/A—223-223-100%$11.7K———
Bellevue Asset Management, LLC
N/A—203-203-100%$10.7K———
Vanguard Advisers Inc
N/A—203-203-100%$10.6K———
Webster Bank, N. A.
N/A—151-151-100%$7.9K———
Richard W. Paul & Associates, LLC
N/A—136-136-100%$7.1K———
Bogart Wealth, LLC
N/A—113-113-100%$5.9K———
Strategic Wealth Partners, Ltd.
N/A—94-94-100%$4.9K———
Meramec Financial Planners, LLC
N/A—44-44-100%$2.3K———
Showing 847 of 847 institutions