IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishrs US E F R A ETF-Usd Inc (DYNF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Command Advisory Services, Inc.
INCREASED
Shares30,776,250 from 29,895,099
Change+881,151 (+3%)
Value$2.1B (+$98.4M)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares7,537,527 from 7,687,097
Change-149,570 (-2%)
Value$522.0M (-$750.0K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares6,781,754 from 6,481,606
Change+300,148 (+5%)
Value$469.7M (+$28.9M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares4,740,002 from 4,912,649
Change-172,647 (-4%)
Value$328.3M (-$5.8M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares3,979,143 from 3,743,858
Change+235,285 (+6%)
Value$275.6M (+$21.0M)
Filed 2026-11-05
Sofi Wealth, LLC
INCREASED
Shares3,860,774 from 3,791,928
Change+68,846 (+2%)
Value$267.4M (+$9.5M)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,846,334 from 3,574,841
Change+271,493 (+8%)
Value$266.4M (+$23.3M)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares3,400,217 from 1,955,651
Change+1,444,566 (+74%)
Value$235.9M (+$103.1M)
Filed 2026-11-05
JB Capital LLC
DECREASED
Shares2,509,901 from 2,526,004
Change-16,103 (-1%)
Value$173.8M (+$2.0M)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares2,297,179 from 2,216,869
Change+80,310 (+4%)
Value$159.1M (+$8.3M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares2,155,055 from 2,155,320
Change-265 (0%)
Value$149.3M (+$2.7M)
Filed 2026-11-03
Form Wealth Advisors, LLC
DECREASED
Shares2,039,514 from 2,147,451
Change-107,937 (-5%)
Value$141.3M (-$4.8M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares1,740,443 from 1,272,182
Change+468,261 (+37%)
Value$120.5M (+$34.0M)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares1,700,064 from 1,663,733
Change+36,331 (+2%)
Value$117.7M (+$4.6M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,501,475 from 1,366,392
Change+135,083 (+10%)
Value$104.0M (+$11.1M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares1,343,078 from 1,286,834
Change+56,244 (+4%)
Value$93.0M (+$5.5M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares1,268,846 from 935,568
Change+333,278 (+36%)
Value$87.9M (+$24.3M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares1,235,486 from 1,114,211
Change+121,275 (+11%)
Value$85.6M (+$9.8M)
Filed 2026-10-15
Ascent Group, LLC
INCREASED
Shares1,116,658 from 1,111,944
Change+4,714 (+0%)
Value$77.3M (+$1.7M)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,089,532 from 1,043,867
Change+45,665 (+4%)
Value$75.5M (+$4.5M)
Filed 2026-10-14
Eastern Bank
INCREASED
Shares1,084,867 from 1,024,706
Change+60,161 (+6%)
Value$75.1M (+$5.4M)
Filed 2026-10-05
High Probability Advisors, LLC
INCREASED
Shares926,100 from 881,484
Change+44,616 (+5%)
Value$64.1M (+$4.2M)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares904,213 from 899,028
Change+5,185 (+1%)
Value$62.6M (+$1.5M)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares901,754 from 664,010
Change+237,744 (+36%)
Value$62.5M (+$17.3M)
Filed 2026-10-13
Shepherd Financial Partners LLC
INCREASED
Shares888,257 from 864,111
Change+24,146 (+3%)
Value$61.5M (+$2.8M)
Filed 2026-11-03
Triad Wealth Partners, LLC
INCREASED
Shares864,663 from 798,464
Change+66,199 (+8%)
Value$59.9M (+$5.3M)
Filed 2026-10-26
Tennessee Valley Asset Management Partners
DECREASED
Shares802,120 from 805,223
Change-3,103 (0%)
Value$55.6M (+$791.6K)
Filed 2026-11-03
Embree Financial Group
INCREASED
Shares788,599 from 771,583
Change+17,016 (+2%)
Value$54.6M (+$2.1M)
Filed 2026-10-22
Barings LLC
INCREASED
Shares767,392 from 765,431
Change+1,961 (+0%)
Value$53.1M (+$1.1M)
Filed 2026-10-22
Sharkey, Howes & Javer
DECREASED
Shares730,541 from 749,348
Change-18,807 (-3%)
Value$50.6M (-$365.9K)
Filed 2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED
Shares708,632 from 692,851
Change+15,781 (+2%)
Value$49.1M (+$2.0M)
Filed 2026-11-02
West Wealth Group, LLC
INCREASED
Shares696,279 from 676,626
Change+19,653 (+3%)
Value$48.2M (+$2.2M)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares655,945 from 376,878
Change+279,067 (+74%)
Value$45.4M (+$19.8M)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
INCREASED
Shares645,914 from 633,034
Change+12,880 (+2%)
Value$44.7M (+$1.7M)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares643,781 from 574,745
Change+69,036 (+12%)
Value$44.6M (+$5.5M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares634,151 from 623,332
Change+10,819 (+2%)
Value$43.9M (+$1.5M)
Filed 2026-10-08
Horst & Graben Wealth Management LLC
DECREASED
Shares625,625 from 631,465
Change-5,840 (-1%)
Value$43.3M (+$697.2K)
Filed 2026-11-02
Stone House Investment Management, LLC
INCREASED
Shares615,013 from 590,312
Change+24,701 (+4%)
Value$42.6M (+$2.4M)
Filed 2026-10-23
Weil Company, Inc.
INCREASED
Shares577,292 from 559,021
Change+18,271 (+3%)
Value$40.0M (+$2.0M)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares576,410 from 543,366
Change+33,044 (+6%)
Value$39.9M (+$3.0M)
Filed 2026-10-29
Avid Wealth Partners LLC
INCREASED
Shares551,123 from 528,692
Change+22,431 (+4%)
Value$38.2M (+$2.2M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares541,045 from 340,681
Change+200,364 (+59%)
Value$37.9M (+$14.7M)
Filed 2026-10-13
Unique Wealth, LLC
INCREASED
Shares533,277 from 503,832
Change+29,445 (+6%)
Value$36.9M (+$2.7M)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
INCREASED
Shares524,766 from 443,571
Change+81,195 (+18%)
Value$36.3M (+$6.2M)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
DECREASED
Shares516,886 from 533,175
Change-16,289 (-3%)
Value$36.5M (+$741.5K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares512,201 from 555,983
Change-43,782 (-8%)
Value$35.5M (-$2.3M)
Filed 2026-10-16
Diversify Advisory Services, LLC
INCREASED
Shares501,722 from 364,895
Change+136,827 (+38%)
Value$34.8M (+$10.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares501,722 from 364,895
Change+136,827 (+38%)
Value$34.8M (+$10.4M)
Filed 2026-10-20
Insight Wealth Strategies, LLC
DECREASED
Shares486,949 from 489,757
Change-2,808 (-1%)
Value$33.7M (+$667.5K)
Filed 2026-10-09
SteelPeak Wealth, LLC
DECREASED
Shares467,923 from 507,775
Change-39,852 (-8%)
Value$32.4M (-$2.1M)
Filed 2026-10-16
Tsfg, LLC
DECREASED
Shares459,548 from 898,053
Change-438,505 (-49%)
Value$31.8M (-$29.2M)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
DECREASED
Shares454,394 from 454,810
Change-416 (0%)
Value$31.5M (+$539.7K)
Filed 2026-10-20
First Hawaiian Bank
INCREASED
Shares450,727 from 379,750
Change+70,977 (+19%)
Value$31.2M (+$5.4M)
Filed 2026-10-14
KWB Wealth
INCREASED
Shares448,281 from 448,242
Change+39 (+0%)
Value$31.0M (+$562.9K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares447,067 from 400,742
Change+46,325 (+12%)
Value$31.0M (+$3.7M)
Filed 2026-11-02
Wealth Group Ltd
INCREASED
Shares439,142 from 425,044
Change+14,098 (+3%)
Value$30.7M (+$1.8M)
Filed 2026-10-07
Marks Group Wealth Management, Inc
INCREASED
Shares432,357 from 364,029
Change+68,328 (+19%)
Value$29.9M (+$5.2M)
Filed 2026-11-05
Detalus Advisors, LLC
DECREASED
Shares432,087 from 440,877
Change-8,790 (-2%)
Value$29.9M (-$57.7K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares431,638 from 409,297
Change+22,341 (+5%)
Value$29.9M (+$2.0M)
Filed 2026-10-13
Bishop & Co Investment Management, LLC
INCREASED
Shares430,575 from 430,033
Change+542 (+0%)
Value$29.8M (+$575.1K)
Filed 2026-11-05
Centerline Wealth Advisors, LLC
INCREASED
Shares428,805 from 421,743
Change+7,062 (+2%)
Value$29.7M (+$1.0M)
Filed 2026-10-15
Trek Financial, LLC
INCREASED
Shares427,775 from 409,352
Change+18,423 (+5%)
Value$29.6M (+$1.8M)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares423,873 from 401,142
Change+22,731 (+6%)
Value$29.4M (+$2.1M)
Filed 2026-10-22
Tull Financial Group, Inc.
INCREASED
Shares420,761 from 400,483
Change+20,278 (+5%)
Value$29.1M (+$1.9M)
Filed 2026-11-05
Elevated Financial Group LLC
INCREASED
Shares419,761 from 376,260
Change+43,501 (+12%)
Value$29.1M (+$3.5M)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED
Shares418,125 from 414,681
Change+3,444 (+1%)
Value$29.0M (+$756.9K)
Filed 2026-10-16
Security Financial Services, Inc.
INCREASED
Shares415,254 from 413,086
Change+2,168 (+1%)
Value$28.8M (+$666.5K)
Filed 2026-10-29
15 Wealth Advisors LLC
NEW
Shares414,547
Change+414,547
Value$28.7M
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares406,606 from 158,321
Change+248,285 (+157%)
Value$28.2M (+$17.4M)
Filed 2026-11-04
Financial Enhancement Group LLC
INCREASED
Shares402,793 from 379,226
Change+23,567 (+6%)
Value$28.4M (+$2.6M)
Filed 2026-10-08
Madrona Financial Services, LLC
DECREASED
Shares399,359 from 417,008
Change-17,649 (-4%)
Value$27.7M (-$701.2K)
Filed 2026-10-23
Global Wealth Strategies & Associates
INCREASED
Shares393,342 from 377,330
Change+16,012 (+4%)
Value$27.2M (+$1.6M)
Filed 2026-10-02
Mason & Associates, LLC
DECREASED
Shares386,509 from 386,862
Change-353 (0%)
Value$26.8M (+$459.1K)
Filed 2026-10-26
Royal Harbor Partners, LLC
INCREASED
Shares383,629 from 382,096
Change+1,533 (+0%)
Value$26.6M (+$583.8K)
Filed 2026-10-29
Cypress Wealth Services, LLC
DECREASED
Shares381,713 from 430,577
Change-48,864 (-11%)
Value$26.9M (-$2.4M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares381,412 from 373,023
Change+8,389 (+2%)
Value$26.4M (+$1.0M)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares380,411 from 290,863
Change+89,548 (+31%)
Value$26.3M (+$6.6M)
Filed 2026-10-23
Beacon Financial Group
DECREASED
Shares371,209 from 377,715
Change-6,506 (-2%)
Value$25.7M (+$21.6K)
Filed 2026-10-19
Kelly Financial Services LLC
INCREASED
Shares370,122 from 356,559
Change+13,563 (+4%)
Value$25.6M (+$1.4M)
Filed 2026-10-20
Buttonwood Financial Group, LLC
DECREASED
Shares352,741 from 459,161
Change-106,420 (-23%)
Value$24.9M (-$6.3M)
Filed 2026-10-16
Midwest Capital Advisors, LLC
INCREASED
Shares349,214 from 345,752
Change+3,462 (+1%)
Value$24.2M (+$672.0K)
Filed 2026-11-04
Beacon Capital Management, LLC
INCREASED
Shares345,015 from 252,353
Change+92,662 (+37%)
Value$23.9M (+$6.7M)
Filed 2026-10-23
Swmg, LLC
INCREASED
Shares343,059 from 337,488
Change+5,571 (+2%)
Value$23.5M (+$488.8K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
INCREASED
Shares341,241 from 328,757
Change+12,484 (+4%)
Value$23.6M (+$1.3M)
Filed 2026-10-06
Able Wealth Management LLC
INCREASED
Shares340,079 from 324,066
Change+16,013 (+5%)
Value$23.9M (+$1.9M)
Filed 2026-10-13
Regatta Capital Group, LLC
INCREASED
Shares337,475 from 320,158
Change+17,317 (+5%)
Value$23.4M (+$1.6M)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares335,718 from 318,972
Change+16,746 (+5%)
Value$23.3M (+$1.6M)
Filed 2026-11-03
Boyum Wealth Architects LLC
DECREASED
Shares335,432 from 339,680
Change-4,248 (-1%)
Value$23.5M (+$507.8K)
Filed 2026-10-06
Scissortail Wealth Management, LLC
DECREASED
Shares331,673 from 357,136
Change-25,463 (-7%)
Value$23.0M (-$1.3M)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares328,149 from 326,119
Change+2,030 (+1%)
Value$22.7M (+$548.2K)
Filed 2026-10-13
Founders Financial Securities LLC
INCREASED
Shares323,566 from 124,021
Change+199,545 (+161%)
Value$22.4M (+$14.0M)
Filed 2026-10-28
Apeiron RIA LLC
INCREASED
Shares322,483 from 250,832
Change+71,651 (+29%)
Value$22.4M (+$5.4M)
Filed 2026-10-08
Vigilare Wealth Management
INCREASED
Shares320,750 from 166,618
Change+154,132 (+93%)
Value$22.2M (+$10.9M)
Filed 2026-10-29
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares315,923 from 236,828
Change+79,095 (+33%)
Value$21.9M (+$5.8M)
Filed 2026-10-28
ShoreHaven Wealth Partners, LLC
INCREASED
Shares314,552 from 301,711
Change+12,841 (+4%)
Value$21.8M (+$1.3M)
Filed 2026-10-16
Sterling Group Wealth Management, LLC
INCREASED
Shares310,251 from 305,402
Change+4,849 (+2%)
Value$21.5M (+$717.6K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares307,665 from 301,511
Change+6,154 (+2%)
Value$21.1M (+$1.4M)
Filed 2026-11-02
Cardinal Strategic Wealth Guidance
INCREASED
Shares307,376 from 278,176
Change+29,200 (+11%)
Value$21.3M (+$2.4M)
Filed 2026-11-02
Financial Life Advisors
DECREASED
Shares304,703 from 306,406
Change-1,703 (-1%)
Value$21.1M (+$265.1K)
Filed 2026-10-14
Hemming& Wealth Management, Inc.
INCREASED
Shares303,447 from 287,787
Change+15,660 (+5%)
Value$21.0M (+$1.4M)
Filed 2026-10-20
Crown Wealth Group, LLC
INCREASED
Shares298,411 from 204,467
Change+93,944 (+46%)
Value$20.7M (+$6.8M)
Filed 2026-10-19
One Advisory Partners, LLC
INCREASED
Shares298,129 from 295,928
Change+2,201 (+1%)
Value$20.6M (+$522.4K)
Filed 2026-10-22
Shira Ridge Wealth Management
INCREASED
Shares289,865 from 280,170
Change+9,695 (+3%)
Value$20.1M (+$1.0M)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares286,358 from 279,819
Change+6,539 (+2%)
Value$19.8M (+$802.6K)
Filed 2026-10-23
TSA Wealth Managment LLC
DECREASED
Shares285,339 from 287,898
Change-2,559 (-1%)
Value$19.8M (+$182.6K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares279,286 from 263,624
Change+15,662 (+6%)
Value$19.3M (+$1.4M)
Filed 2026-10-13
4J Wealth Management LLC
INCREASED
Shares274,112 from 265,350
Change+8,762 (+3%)
Value$19.0M (+$938.5K)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares272,668 from 260,533
Change+12,135 (+5%)
Value$18.9M (+$1.2M)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares270,040 from 271,192
Change-1,152 (0%)
Value$18.7M (+$259.2K)
Filed 2026-11-03
Fortitude Financial, LLC
INCREASED
Shares265,676 from 235,866
Change+29,810 (+13%)
Value$18.4M (+$2.4M)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares248,990 from 241,924
Change+7,066 (+3%)
Value$17.2M (+$791.8K)
Filed 2026-10-14
Jmac Enterprises LLC
INCREASED
Shares246,258 from 244,847
Change+1,411 (+1%)
Value$17.1M (+$403.8K)
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED
Shares238,628 from 230,118
Change+8,510 (+4%)
Value$16.5M (+$877.1K)
Filed 2026-10-22
Endeavor Private Wealth, Inc.
INCREASED
Shares236,794 from 220,362
Change+16,432 (+7%)
Value$16.4M (+$1.4M)
Filed 2026-11-05
Watershed Private Wealth LLC
INCREASED
Shares235,640 from 222,462
Change+13,178 (+6%)
Value$16.3M (+$1.2M)
Filed 2026-10-30
Blue Trust, Inc.
DECREASED
Shares228,122 from 236,977
Change-8,855 (-4%)
Value$15.8M (-$317.1K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares227,204 from 227,439
Change-235 (0%)
Value$15.7M (+$268.0K)
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares227,117 from 223,451
Change+3,666 (+2%)
Value$15.7M (+$533.2K)
Filed 2026-11-04
Foundry Financial Group, Inc.
INCREASED
Shares225,547 from 219,096
Change+6,451 (+3%)
Value$15.6M (+$720.7K)
Filed 2026-10-28
Ridgeline Wealth Planning, LLC
INCREASED
Shares223,174 from 215,984
Change+7,190 (+3%)
Value$15.5M (+$768.0K)
Filed 2026-10-29
Archer Investment Management, LLC
INCREASED
Shares220,412 from 206,282
Change+14,130 (+7%)
Value$15.3M (+$1.2M)
Filed 2026-10-13
ADE, LLC
INCREASED
Shares220,019 from 205,621
Change+14,398 (+7%)
Value$15.2M (+$1.3M)
Filed 2026-10-29
VestGen Advisors, LLC
DECREASED
Shares219,077 from 221,601
Change-2,524 (-1%)
Value$15.2M (+$102.1K)
Filed 2026-10-27
Gen-Wealth Partners Inc
INCREASED
Shares218,925 from 210,007
Change+8,918 (+4%)
Value$15.2M (+$880.1K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares215,561 from 6,662
Change+208,899 (+3136%)
Value$14.9M (+$14.5M)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares207,759
Change+207,759
Value$14.4M
Filed 2026-11-03
Peak Wealth Management LLC
INCREASED
Shares203,795 from 170,930
Change+32,865 (+19%)
Value$14.1M (+$2.4M)
Filed 2026-10-26
McNaughton Wealth Management, LLC
INCREASED
Shares198,214 from 197,257
Change+957 (+0%)
Value$13.7M (+$312.9K)
Filed 2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED
Shares197,838 from 182,824
Change+15,014 (+8%)
Value$13.7M (+$1.3M)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares193,822 from 166,925
Change+26,897 (+16%)
Value$13.4M (+$2.1M)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares191,384 from 186,007
Change+5,377 (+3%)
Value$13.3M (+$604.9K)
Filed 2026-11-04
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares185,993 from 187,176
Change-1,183 (-1%)
Value$12.9M (+$152.0K)
Filed 2026-11-03
Hobbs Wealth Management, LLC
INCREASED
Shares184,348 from 182,880
Change+1,468 (+1%)
Value$12.8M (+$330.3K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED
Shares180,695 from 173,533
Change+7,162 (+4%)
Value$12.5M (+$712.9K)
Filed 2026-10-05
CoreCap Advisors, LLC
INCREASED
Shares179,962 from 172,874
Change+7,088 (+4%)
Value$12.5M (+$707.0K)
Filed 2026-10-08
Focus Financial Network, Inc.
DECREASED
Shares178,620 from 179,726
Change-1,106 (-1%)
Value$12.4M (+$148.1K)
Filed 2026-10-14
Selby Wealth Management, LLC
INCREASED
Shares177,337 from 169,628
Change+7,709 (+5%)
Value$12.3M (+$745.9K)
Filed 2026-10-16
HUB Investment Partners, LLC
DECREASED
Shares177,216 from 178,798
Change-1,582 (-1%)
Value$12.3M (+$114.0K)
Filed 2026-11-03
FCG Investment Co
INCREASED
Shares173,928 from 161,038
Change+12,890 (+8%)
Value$12.0M (+$1.1M)
Filed 2026-10-13
SigFig Wealth Management, LLC
INCREASED
Shares173,173 from 168,621
Change+4,552 (+3%)
Value$12.0M (+$622.2K)
Filed 2026-10-07
Prospera Financial Services Inc
INCREASED
Shares173,145 from 158,394
Change+14,751 (+9%)
Value$11.7M (+$889.1K)
Filed 2026-11-04
Cobblestone Asset Management LLC
INCREASED
Shares168,533 from 167,493
Change+1,040 (+1%)
Value$11.7M (+$281.4K)
Filed 2026-10-13
Newport Capital Group, LLC
INCREASED
Shares168,324 from 3,181
Change+165,143 (+5192%)
Value$11.7M (+$11.5M)
Filed 2026-10-16
Town Capital LLC
INCREASED
Shares166,080 from 160,171
Change+5,909 (+4%)
Value$11.5M (+$609.5K)
Filed 2026-11-03
May Hill Capital, LLC
DECREASED
Shares163,980 from 178,687
Change-14,707 (-8%)
Value$11.4M (-$795.2K)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED
Shares163,575 from 161,919
Change+1,656 (+1%)
Value$11.3M (+$317.1K)
Filed 2026-10-19
Hoese & Co LLP
INCREASED
Shares160,332 from 160,002
Change+330 (+0%)
Value$11.1M (+$222.9K)
Filed 2026-10-21
Novem Group
INCREASED
Shares158,721 from 101,472
Change+57,249 (+56%)
Value$11.0M (+$4.1M)
Filed 2026-10-19
Skyline Advisors, Inc.
DECREASED
Shares158,174 from 234,552
Change-76,378 (-33%)
Value$11.0M (-$5.0M)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED
Shares157,160 from 155,815
Change+1,345 (+1%)
Value$10.9M (+$287.9K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares155,908 from 167,445
Change-11,537 (-7%)
Value$10.8M (-$589.8K)
Filed 2026-11-05
A4 Wealth Advisors LLC
INCREASED
Shares155,904 from 149,860
Change+6,044 (+4%)
Value$10.8M (+$605.9K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares154,153 from 156,963
Change-2,810 (-2%)
Value$10.7M (+$1.6K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares153,024 from 75,088
Change+77,936 (+104%)
Value$10.6M (+$5.5M)
Filed 2026-10-23
Rochester Wealth Strategies, LLC
INCREASED
Shares151,074 from 146,619
Change+4,455 (+3%)
Value$10.5M (+$491.8K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
NEW
Shares146,764
Change+146,764
Value$10.2M
Filed 2026-10-29
SkyOak Wealth, LLC
DECREASED
Shares145,496 from 147,220
Change-1,724 (-1%)
Value$10.1M (+$64.7K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares145,312 from 136,543
Change+8,769 (+6%)
Value$10.1M (+$778.0K)
Filed 2026-11-02
Pinion Investment Advisors, LLC
INCREASED
Shares144,352 from 133,709
Change+10,643 (+8%)
Value$10.0M (+$904.3K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares143,894 from 151,327
Change-7,433 (-5%)
Value$10.0M (-$325.6K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
DECREASED
Shares143,175 from 144,736
Change-1,561 (-1%)
Value$9.9M (+$72.8K)
Filed 2026-11-02
Gilbert Capital Group, Inc.
DECREASED
Shares142,568 from 143,682
Change-1,114 (-1%)
Value$9.9M (+$102.5K)
Filed 2026-10-28
Valen Private Capital, LLC
NEW
Shares142,407
Change+142,407
Value$9.9M
Filed 2026-10-23
One Wealth Capital Management, LLC
DECREASED
Shares141,692 from 174,989
Change-33,297 (-19%)
Value$9.8M (-$2.1M)
Filed 2026-10-23
Polaris Investment Advisors, LLC
INCREASED
Shares140,015 from 137,720
Change+2,295 (+2%)
Value$9.7M (+$331.1K)
Filed 2026-10-20
Great Diamond Partners, LLC
INCREASED
Shares139,885 from 121,880
Change+18,005 (+15%)
Value$9.7M (+$1.4M)
Filed 2026-10-13
Sculati Wealth Management, LLC
INCREASED
Shares139,717 from 133,628
Change+6,089 (+5%)
Value$9.8M (+$884.4K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares139,404 from 140,994
Change-1,590 (-1%)
Value$9.7M (+$66.1K)
Filed 2026-10-08
Ehrlich Financial Group
INCREASED
Shares139,306 from 135,972
Change+3,334 (+2%)
Value$9.6M (+$400.9K)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares138,689 from 125,755
Change+12,934 (+10%)
Value$9.6M (+$1.1M)
Filed 2026-10-20
Balefire, LLC
INCREASED
Shares138,534 from 91,726
Change+46,808 (+51%)
Value$9.6M (+$3.4M)
Filed 2026-10-09
Rose Capital Advisors LLC
INCREASED
Shares137,602 from 40,205
Change+97,397 (+242%)
Value$9.5M (+$6.8M)
Filed 2026-11-04
SWP Financial LLC
DECREASED
Shares137,164 from 141,250
Change-4,086 (-3%)
Value$9.5M (-$106.5K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares136,344 from 130,145
Change+6,199 (+5%)
Value$9.4M (+$592.0K)
Filed 2026-10-16
Integrated Advisors Network LLC
INCREASED
Shares135,735 from 119,079
Change+16,656 (+14%)
Value$9.4M (+$1.3M)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares135,197 from 136,422
Change-1,225 (-1%)
Value$9.4M (+$85.7K)
Filed 2026-10-20
Schwallier Wealth Management LLC
INCREASED
Shares134,776 from 131,532
Change+3,244 (+2%)
Value$9.3M (+$389.0K)
Filed 2026-11-05
Client 1ST Advisory Group, LLC
INCREASED
Shares134,019 from 125,849
Change+8,170 (+6%)
Value$9.3M (+$723.1K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares133,630 from 134,007
Change-377 (0%)
Value$9.3M (+$141.4K)
Filed 2026-11-05
Core Wealth Advisors, LLC
DECREASED
Shares132,781 from 134,112
Change-1,331 (-1%)
Value$9.2M (+$75.4K)
Filed 2026-11-05
Cornerstone Wealth, LLC
INCREASED
Shares132,714 from 101,446
Change+31,268 (+31%)
Value$9.0M (+$2.1M)
Filed 2026-10-28
Lantz Financial LLC
INCREASED
Shares132,571 from 130,753
Change+1,818 (+1%)
Value$9.2M (+$289.4K)
Filed 2026-10-15
Annex Advisory Services, LLC
DECREASED
Shares131,596 from 141,133
Change-9,537 (-7%)
Value$9.1M (-$484.2K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares130,945 from 131,234
Change-289 (0%)
Value$9.1M (+$144.0K)
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
INCREASED
Shares130,521 from 122,334
Change+8,187 (+7%)
Value$9.0M (+$719.9K)
Filed 2026-10-13
Cornerstone Planning Group LLC
INCREASED
Shares129,454 from 128,033
Change+1,421 (+1%)
Value$9.1M (+$438.1K)
Filed 2026-10-16
Retirement Wealth Solutions LLC
INCREASED
Shares124,074 from 114,697
Change+9,377 (+8%)
Value$8.6M (+$792.9K)
Filed 2026-10-07
Firethorn Wealth Partners, LLC
INCREASED
Shares123,941 from 123,848
Change+93 (+0%)
Value$8.6M (+$161.3K)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares123,727 from 128,051
Change-4,324 (-3%)
Value$8.6M (-$139.4K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED
Shares123,656 from 118,288
Change+5,368 (+5%)
Value$8.6M (+$519.7K)
Filed 2026-10-13
Centurion Wealth Management LLC
DECREASED
Shares122,234 from 132,969
Change-10,735 (-8%)
Value$8.5M (-$577.3K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares122,054 from 109,044
Change+13,010 (+12%)
Value$8.5M (+$1.0M)
Filed 2026-10-16
Heck Capital Advisors, LLC
DECREASED
Shares120,663 from 130,556
Change-9,893 (-8%)
Value$8.4M (-$522.0K)
Filed 2026-10-14
Forte Asset Management LLC
INCREASED
Shares118,817 from 118,598
Change+219 (+0%)
Value$8.2M (+$163.4K)
Filed 2026-10-13
Bedminster, LLC
DECREASED
Shares115,845 from 117,269
Change-1,424 (-1%)
Value$8.0M (+$48.0K)
Filed 2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares115,076 from 140,601
Change-25,525 (-18%)
Value$8.0M (-$1.6M)
Filed 2026-10-14
Absolute Capital Management, LLC
INCREASED
Shares113,646 from 102,070
Change+11,576 (+11%)
Value$7.9M (+$929.4K)
Filed 2026-10-16
Braun-Bostich & Associates Inc.
DECREASED
Shares113,279 from 114,658
Change-1,379 (-1%)
Value$7.8M (+$47.8K)
Filed 2026-10-20
Sunrise Financial Services, LLC
INCREASED
Shares112,980 from 102,385
Change+10,595 (+10%)
Value$7.8M (+$861.7K)
Filed 2026-10-21
Wealth Quarterback LLC
INCREASED
Shares112,435 from 108,719
Change+3,716 (+3%)
Value$7.8M (+$393.3K)
Filed 2026-10-20
Optivise Advisory Services LLC
INCREASED
Shares110,464 from 75,232
Change+35,232 (+47%)
Value$7.7M (+$2.5M)
Filed 2026-10-19
Verus Capital Partners, LLC
DECREASED
Shares110,058 from 111,782
Change-1,724 (-2%)
Value$7.6M (+$20.3K)
Filed 2026-11-03
Rainier Family Wealth Inc
NEW
Shares110,057
Change+110,057
Value$7.6M
Filed 2026-11-02
Advus Financial Partners, LLC
DECREASED
Shares109,819 from 118,929
Change-9,110 (-8%)
Value$7.6M (-$482.3K)
Filed 2026-10-20
Goodman Advisory Group, LLC
DECREASED
Shares109,258 from 163,066
Change-53,808 (-33%)
Value$7.6M (-$3.5M)
Filed 2026-11-02
Emergent Wealth Advisors, LLC
INCREASED
Shares109,225 from 105,471
Change+3,754 (+4%)
Value$7.6M (+$353.6K)
Filed 2026-10-09
WJ Wealth Management, LLC
INCREASED
Shares108,021 from 106,052
Change+1,969 (+2%)
Value$7.5M (+$268.9K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
DECREASED
Shares107,481 from 109,677
Change-2,196 (-2%)
Value$7.5M (-$8.8K)
Filed 2026-10-26
GW Henssler & Associates LTD
INCREASED
Shares107,196 from 104,346
Change+2,850 (+3%)
Value$7.4M (+$327.9K)
Filed 2026-10-26
Arch Global Advisors, LLC
INCREASED
Shares107,193 from 105,939
Change+1,254 (+1%)
Value$7.4M (+$219.3K)
Filed 2026-10-23
Uptick Partners, LLC
INCREASED
Shares104,068 from 101,873
Change+2,195 (+2%)
Value$7.2M (+$279.4K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
INCREASED
Shares103,251 from 93,269
Change+9,982 (+11%)
Value$7.2M (+$808.0K)
Filed 2026-10-29
Hoxton Planning & Management, LLC
INCREASED
Shares103,156 from 100,367
Change+2,789 (+3%)
Value$7.1M (+$318.6K)
Filed 2026-10-15
Keystone Wealth Services, LLC
INCREASED
Shares99,499 from 98,098
Change+1,401 (+1%)
Value$6.9M (+$229.6K)
Filed 2026-11-03
FFG Retirement Advisors LLC
INCREASED
Shares99,084 from 97,427
Change+1,657 (+2%)
Value$6.9M (+$236.5K)
Filed 2026-10-20
TritonPoint Partners, LLC
INCREASED
Shares96,263 from 10,496
Change+85,767 (+817%)
Value$6.7M (+$6.0M)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares95,962 from 89,112
Change+6,850 (+8%)
Value$6.6M (+$585.8K)
Filed 2026-11-04
Legacy Advisory Services, LLC
INCREASED
Shares95,426 from 68,828
Change+26,598 (+39%)
Value$6.6M (+$1.9M)
Filed 2026-10-20
Arcadia Wealth Management, LLC
INCREASED
Shares94,374 from 38,486
Change+55,888 (+145%)
Value$6.5M (+$3.9M)
Filed 2026-10-22
Asset One Wealth Management LLC
NEW
Shares94,279
Change+94,279
Value$6.5M
Filed 2026-11-02
Beacon Financial Planning, Inc
INCREASED
Shares92,842 from 92,373
Change+469 (+1%)
Value$6.4M (+$148.0K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares92,580 from 88,621
Change+3,959 (+4%)
Value$6.4M (+$384.9K)
Filed 2026-10-30
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares89,513 from 90,877
Change-1,364 (-1%)
Value$6.2M (+$19.1K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares89,308 from 77,229
Change+12,079 (+16%)
Value$6.2M (+$933.1K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares89,144 from 81,709
Change+7,435 (+9%)
Value$6.2M (+$617.1K)
Filed 2026-10-26
Advisory Solutions Group, LLC
INCREASED
Shares88,112 from 36,714
Change+51,398 (+140%)
Value$6.1M (+$3.6M)
Filed 2026-10-14
Tempus Wealth Planning, LLC
INCREASED
Shares84,913 from 61,184
Change+23,729 (+39%)
Value$5.9M (+$1.7M)
Filed 2026-10-14
Armor Investment Advisors, LLC
INCREASED
Shares83,430 from 81,390
Change+2,040 (+3%)
Value$5.8M (+$243.0K)
Filed 2026-10-27
Smart Wealth LLC
INCREASED
Shares81,675 from 66,537
Change+15,138 (+23%)
Value$5.7M (+$1.1M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares80,251 from 85,218
Change-4,967 (-6%)
Value$5.6M (-$237.5K)
Filed 2026-11-05
Curtis Advisory Group, LLC
INCREASED
Shares79,947 from 79,012
Change+935 (+1%)
Value$5.5M (+$163.5K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
INCREASED
Shares79,902 from 61,864
Change+18,038 (+29%)
Value$5.5M (+$1.9M)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares79,865 from 78,369
Change+1,496 (+2%)
Value$5.5M (+$201.5K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
INCREASED
Shares79,324 from 73,637
Change+5,687 (+8%)
Value$5.5M (+$486.0K)
Filed 2026-10-26
Trinity Wealth Management, LLC
DECREASED
Shares77,862 from 78,133
Change-271 (0%)
Value$5.4M (+$78.9K)
Filed 2026-10-13
Clear Wave Wealth Management LLC
DECREASED
Shares77,208 from 95,995
Change-18,787 (-20%)
Value$5.3M (-$1.2M)
Filed 2026-11-04
Financial Designs Corp
INCREASED
Shares77,180 from 14,136
Change+63,044 (+446%)
Value$5.3M (+$4.4M)
Filed 2026-10-09
ERn Financial, LLC
INCREASED
Shares76,235 from 76,093
Change+142 (+0%)
Value$5.3M (+$105.0K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares76,197 from 74,659
Change+1,538 (+2%)
Value$5.3M (+$199.8K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares75,736 from 71,014
Change+4,722 (+7%)
Value$5.2M (+$415.8K)
Filed 2026-10-28
WealthPoint Financial, LLC
DECREASED
Shares74,650 from 76,506
Change-1,856 (-2%)
Value$5.2M (-$32.9K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares72,206 from 113,015
Change-40,809 (-36%)
Value$5.0M (-$2.7M)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares70,869 from 65,491
Change+5,378 (+8%)
Value$4.9M (+$454.4K)
Filed 2026-10-14
Zenith Solutions, Inc.
DECREASED
Shares69,404 from 69,864
Change-460 (-1%)
Value$4.8M (+$55.5K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares67,815 from 63,748
Change+4,067 (+6%)
Value$4.7M (+$361.4K)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares67,650 from 73,100
Change-5,450 (-7%)
Value$4.7M (-$286.1K)
Filed 2026-10-13
FSA Wealth Partners, Inc.
INCREASED
Shares64,570 from 52,287
Change+12,283 (+23%)
Value$4.5M (+$916.1K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares63,741 from 62,211
Change+1,530 (+2%)
Value$4.4M (+$219.2K)
Filed 2026-10-13
Wavvest Wealth LLC
NEW
Shares62,586
Change+62,586
Value$4.3M
Filed 2026-10-21
BCU Wealth Advisors, LLC
INCREASED
Shares59,971 from 59,925
Change+46 (+0%)
Value$4.2M (+$78.1K)
Filed 2026-10-16
Private Client Services, LLC
INCREASED
Shares57,882 from 55,097
Change+2,785 (+5%)
Value$4.0M (+$261.8K)
Filed 2026-10-02
Connecticut Capital Management Group, LLC
DECREASED
Shares57,743 from 59,199
Change-1,456 (-2%)
Value$4.0M (-$26.9K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED
Shares56,755 from 54,588
Change+2,167 (+4%)
Value$3.9M (+$218.3K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
INCREASED
Shares55,892 from 55,004
Change+888 (+2%)
Value$3.9M (+$130.3K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares54,365 from 54,406
Change-41 (0%)
Value$3.8M (+$104.6K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares54,170 from 51,680
Change+2,490 (+5%)
Value$3.8M (+$237.0K)
Filed 2026-11-03
WealthPLAN Partners, LLC
DECREASED
Shares53,491 from 55,539
Change-2,048 (-4%)
Value$3.7M (-$72.4K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares53,071 from 47,208
Change+5,863 (+12%)
Value$3.7M (+$465.1K)
Filed 2026-10-20
FWG Investments, Llc.
INCREASED
Shares53,062 from 40,440
Change+12,622 (+31%)
Value$3.7M (+$924.7K)
Filed 2026-11-03
Alternative Investment Advisors, Llc.
DECREASED
Shares52,831 from 146,582
Change-93,751 (-64%)
Value$3.7M (-$6.3M)
Filed 2026-11-03
Tableaux LLC
INCREASED
Shares52,521 from 52,057
Change+464 (+1%)
Value$3.6M (+$97.2K)
Filed 2026-10-23
Two West Capital Advisors LLC
INCREASED
Shares50,840 from 47,252
Change+3,588 (+8%)
Value$3.5M (+$364.6K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares50,488 from 14,109
Change+36,379 (+258%)
Value$3.5M (+$2.5M)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares50,467 from 220
Change+50,247 (+22840%)
Value$3.5M (+$3.5M)
Filed 2026-11-04
Visionary Horizons, LLC
INCREASED
Shares50,257 from 44,181
Change+6,076 (+14%)
Value$3.5M (+$476.0K)
Filed 2026-10-22
Vicus Capital
INCREASED
Shares48,729 from 38,956
Change+9,773 (+25%)
Value$3.4M (+$725.6K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares48,027 from 57,667
Change-9,640 (-17%)
Value$3.3M (-$596.0K)
Filed 2026-10-22
J.M. Arbour, LLC
DECREASED
Shares47,959 from 49,428
Change-1,469 (-3%)
Value$3.3M (-$40.0K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares47,810 from 48,014
Change-204 (0%)
Value$3.3M (+$45.9K)
Filed 2026-11-03
Capital Squared Financial LLC
INCREASED
Shares45,717 from 41,385
Change+4,332 (+10%)
Value$3.2M (+$351.8K)
Filed 2026-10-30
Interchange Capital Partners, LLC
DECREASED
Shares45,693 from 46,490
Change-797 (-2%)
Value$3.2M (+$3.4K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED
Shares45,636 from 45,820
Change-184 (0%)
Value$3.2M (+$44.5K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares45,523 from 49,693
Change-4,170 (-8%)
Value$3.2M (-$226.7K)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares44,708 from 44,238
Change+470 (+1%)
Value$3.1M (+$87.9K)
Filed 2026-10-19
W Advisors, LLC
INCREASED
Shares44,521 from 44,243
Change+278 (+1%)
Value$3.1M (+$74.6K)
Filed 2026-11-02
Sutton Place Investors LLC
DECREASED
Shares44,327 from 44,451
Change-124 (0%)
Value$3.1M (+$47.0K)
Filed 2026-10-20
Merkkuri Wealth Advisors LLC
DECREASED
Shares43,906 from 44,521
Change-615 (-1%)
Value$3.0M (+$13.0K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares43,406 from 39,533
Change+3,873 (+10%)
Value$3.0M (+$317.7K)
Filed 2026-10-08
RCW Management, LLC
INCREASED
Shares43,061 from 41,686
Change+1,375 (+3%)
Value$3.0M (+$147.4K)
Filed 2026-10-30
PCG Asset Management, LLC
NEW
Shares42,715
Change+42,715
Value$3.0M
Filed 2026-11-05
Fairvoy Private Wealth, LLC
INCREASED
Shares42,070 from 34,516
Change+7,554 (+22%)
Value$2.9M (+$566.3K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
INCREASED
Shares42,056 from 39,287
Change+2,769 (+7%)
Value$2.9M (+$240.8K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares41,461 from 30,279
Change+11,182 (+37%)
Value$2.9M (+$812.3K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares40,825 from 84,803
Change-43,978 (-52%)
Value$2.8M (-$2.9M)
Filed 2026-10-08
Signature Wealth Management Partners, LLC
INCREASED
Shares40,720 from 27,822
Change+12,898 (+46%)
Value$2.8M (+$928.1K)
Filed 2026-10-21
Cassilly Financial Group LLC
INCREASED
Shares40,184 from 39,323
Change+861 (+2%)
Value$2.8M (+$108.8K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares39,654 from 41,113
Change-1,459 (-4%)
Value$2.7M (-$49.6K)
Filed 2026-11-03
Semus Wealth Partners LLC
INCREASED
Shares39,413 from 36,828
Change+2,585 (+7%)
Value$2.7M (+$225.1K)
Filed 2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED
Shares39,210 from 34,822
Change+4,388 (+13%)
Value$2.7M (+$347.5K)
Filed 2026-10-28
Kentucky Trust Co
INCREASED
Shares38,926 from 34,591
Change+4,335 (+13%)
Value$2.7M (+$343.5K)
Filed 2026-10-15
Weaver Consulting Group
INCREASED
Shares38,287 from 28,965
Change+9,322 (+32%)
Value$2.7M (+$681.9K)
Filed 2026-10-07
Beacon Financial Advisory LLC
INCREASED
Shares37,932 from 36,854
Change+1,078 (+3%)
Value$2.6M (+$120.7K)
Filed 2026-10-16
Alterna Wealth Management, Inc
INCREASED
Shares37,876 from 36,878
Change+998 (+3%)
Value$2.6M (+$115.2K)
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares37,383 from 35,637
Change+1,746 (+5%)
Value$2.6M (+$165.5K)
Filed 2026-10-28
MKT Advisors LLC
DECREASED
Shares37,208 from 38,610
Change-1,402 (-4%)
Value$2.6M (+$11.0K)
Filed 2026-10-20
Horizon Wealth Management, LLC
DECREASED
Shares37,032 from 39,757
Change-2,725 (-7%)
Value$2.6M (-$139.0K)
Filed 2026-11-02
First Citizens Financial Corp
DECREASED
Shares36,858 from 37,725
Change-867 (-2%)
Value$2.6M (-$12.9K)
Filed 2026-10-02
Integrated Wealth Management
INCREASED
Shares36,477 from 36,281
Change+196 (+1%)
Value$2.5M (+$58.9K)
Filed 2026-10-19
M Holdings Securities, Inc.
DECREASED
Shares35,968 from 37,800
Change-1,832 (-5%)
Value$2.4K (-$102)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares35,654 from 30,763
Change+4,891 (+16%)
Value$2.5M (+$377.2K)
Filed 2026-10-21
Northland Securities, Inc.
DECREASED
Shares35,084 from 35,659
Change-575 (-2%)
Value$2.4M (+$4.8K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares35,072 from 36,428
Change-1,356 (-4%)
Value$2.4M (-$48.4K)
Filed 2026-10-13
Latitude Advisors, LLC
DECREASED
Shares34,262 from 36,067
Change-1,805 (-5%)
Value$2.4M (-$79.9K)
Filed 2026-10-27
Silverlake Wealth Management LLC
INCREASED
Shares33,438 from 16,570
Change+16,868 (+102%)
Value$2.3M (+$1.2M)
Filed 2026-10-21
Lantern Wealth Advisors, LLC
INCREASED
Shares32,958 from 31,759
Change+1,199 (+4%)
Value$2.3M (+$122.7K)
Filed 2026-10-22
Ballast Rock Private Wealth LLC
INCREASED
Shares31,956 from 27,742
Change+4,214 (+15%)
Value$2.2M (+$326.5K)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares31,498 from 23,300
Change+8,198 (+35%)
Value$2.2M (+$596.9K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED
Shares31,413 from 29,919
Change+1,494 (+5%)
Value$2.2M (+$140.9K)
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares31,048 from 16,388
Change+14,660 (+89%)
Value$2.2M (+$1.0M)
Filed 2026-10-28
Asempa Wealth Advisors
INCREASED
Shares31,044 from 29,557
Change+1,487 (+5%)
Value$2.2M (+$147.1K)
Filed 2026-10-07
Aspire Private Capital, LLC
DECREASED
Shares30,644 from 31,194
Change-550 (-2%)
Value$2.1M (+$893)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares30,608 from 31,299
Change-691 (-2%)
Value$2.1M (-$8.7K)
Filed 2026-10-16
Traveka Wealth, LLC
INCREASED
Shares29,611 from 27,069
Change+2,542 (+9%)
Value$2.1M (+$209.9K)
Filed 2026-10-19
Goldstein Advisors, LLC
DECREASED
Shares28,863 from 28,986
Change-123 (0%)
Value$2.0M (+$27.7K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares28,480 from 26,594
Change+1,886 (+7%)
Value$2.0M (+$163.9K)
Filed 2026-10-19
RDA Financial Network
DECREASED
Shares27,449 from 28,452
Change-1,003 (-4%)
Value$1.9M (-$33.9K)
Filed 2026-10-15
Apollon Financial, LLC
INCREASED
Shares27,158 from 23,426
Change+3,732 (+16%)
Value$1.9M (+$287.7K)
Filed 2026-10-23
Avantra Family Wealth, Inc.
INCREASED
Shares26,484 from 26,192
Change+292 (+1%)
Value$1.8M (+$53.0K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares26,409 from 24,903
Change+1,506 (+6%)
Value$1.8M (+$135.5K)
Filed 2026-10-14
ASL Financial, LLC
INCREASED
Shares26,369 from 17,922
Change+8,447 (+47%)
Value$1.8M (+$607.4K)
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares26,228
Change+26,228
Value$1.8M
Filed 2026-10-19
LifeSteps Financial, Inc.
INCREASED
Shares25,872 from 3,052
Change+22,820 (+748%)
Value$1.8M (+$1.6M)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares25,767 from 23,186
Change+2,581 (+11%)
Value$1.8M (+$207.8K)
Filed 2026-10-23
Retirement Planning Group, LLC
INCREASED
Shares24,865 from 24,862
Change+3 (+0%)
Value$1.7M (+$31.3K)
Filed 2026-10-19
Adirondack Trust Co
INCREASED
Shares24,481 from 22,896
Change+1,585 (+7%)
Value$1.7M (+$138.4K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares24,220 from 19,897
Change+4,323 (+22%)
Value$1.7M (+$324.3K)
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares24,181
Change+24,181
Value$1.7M
Filed 2026-10-21
BigSur Wealth Management LLC
UNCHANGED
Shares24,173 from 24,173
Change0 (0%)
Value$1.7M (+$30.2K)
Filed 2026-10-13
MSH Capital Advisors LLC
DECREASED
Shares24,014 from 24,510
Change-496 (-2%)
Value$1.7M (-$3.7K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares23,600 from 21,546
Change+2,054 (+10%)
Value$1.6M (+$169.2K)
Filed 2026-10-28
John W. Brooker & Co., CPAs
DECREASED
Shares23,392 from 26,955
Change-3,563 (-13%)
Value$1.6M (-$213.1K)
Filed 2026-10-21
Worth Financial Advisory Group, LLC
INCREASED
Shares23,309 from 22,282
Change+1,027 (+5%)
Value$1.6M (+$99.0K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares23,266 from 18,805
Change+4,461 (+24%)
Value$1.6M (+$332.5K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares23,116 from 23,149
Change-33 (0%)
Value$1.6M (+$26.7K)
Filed 2026-11-04
Richmond Investment Services, LLC
INCREASED
Shares23,000 from 22,598
Change+402 (+2%)
Value$1.6M (+$56.1K)
Filed 2026-10-29
Parkway Wealth Management Group, LLC
INCREASED
Shares22,985 from 16,825
Change+6,160 (+37%)
Value$1.6M (+$447.6K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares22,416 from 44,848
Change-22,432 (-50%)
Value$1.6M (-$1.5M)
Filed 2026-11-05
Lionsbridge Wealth Management LLC
DECREASED
Shares22,047 from 24,083
Change-2,036 (-8%)
Value$1.5M (-$110.9K)
Filed 2026-10-26
Legacy Wealth Partners, LLC
INCREASED
Shares21,920 from 21,159
Change+761 (+4%)
Value$1.5M (+$79.2K)
Filed 2026-10-15
Avestar Capital, LLC
NEW
Shares21,777
Change+21,777
Value$1.5M
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares21,732 from 14,945
Change+6,787 (+45%)
Value$1.5M (+$488.8K)
Filed 2026-11-05
Lido Advisors, LLC
NEW
Shares21,665
Change+21,665
Value$1.5M
Filed 2026-11-04
Rubicon Advisors, GP
DECREASED
Shares21,602 from 22,406
Change-804 (-4%)
Value$1.5M (-$27.7K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
INCREASED
Shares21,357 from 19,046
Change+2,311 (+12%)
Value$1.5M (+$183.8K)
Filed 2026-11-04
Carmel Capital Partners, LLC
NEW
Shares21,274
Change+21,274
Value$1.5M
Filed 2026-11-03
Aegis Wealth Management, Inc.
INCREASED
Shares21,030 from 16,326
Change+4,704 (+29%)
Value$1.5M (+$346.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares20,605 from 1,102
Change+19,503 (+1770%)
Value$1.4M (+$1.4M)
Filed 2026-10-29
MN Wealth Advisors, LLC
INCREASED
Shares20,599 from 19,897
Change+702 (+4%)
Value$1.4M (+$73.5K)
Filed 2026-10-23
Balance Wealth Partners LLC
DECREASED
Shares20,360 from 20,380
Change-20 (0%)
Value$1.4M (+$24.1K)
Filed 2026-10-27
Marino, Stram & Associates LLC
INCREASED
Shares20,093 from 17,507
Change+2,586 (+15%)
Value$1.4M (+$200.9K)
Filed 2026-10-22
Flagship Private Wealth, LLC
INCREASED
Shares19,599 from 17,771
Change+1,828 (+10%)
Value$1.4M (+$148.8K)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares19,427 from 19,804
Change-377 (-2%)
Value$1.3M (-$1.4K)
Filed 2026-10-07
PKS Advisory Services, LLC
UNCHANGED
Shares18,833 from 18,833
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
LexAurum Advisors, LLC
INCREASED
Shares18,569 from 18,566
Change+3 (+0%)
Value$1.3M (+$23.4K)
Filed 2026-10-19
Mainstream Capital Management LLC
INCREASED
Shares18,405 from 5,768
Change+12,637 (+219%)
Value$1.3M (+$882.4K)
Filed 2026-10-23
Roxbury Financial LLC
INCREASED
Shares17,979 from 16,195
Change+1,784 (+11%)
Value$1.2M (+$143.8K)
Filed 2026-10-01
Magnus Financial Group LLC
NEW
Shares17,770
Change+17,770
Value$1.2M
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,624 from 17,115
Change+509 (+3%)
Value$1.2M (+$56.7K)
Filed 2026-10-23
Castleview Partners, LLC
INCREASED
Shares17,172 from 12,446
Change+4,726 (+38%)
Value$1.2M (+$342.9K)
Filed 2026-10-09
Oregon Pacific Wealth Management, LLC
INCREASED
Shares16,135 from 16,123
Change+12 (+0%)
Value$1.1M (+$21.0K)
Filed 2026-10-20
RCS Financial Planning, LLC
DECREASED
Shares15,945 from 17,362
Change-1,417 (-8%)
Value$1.1M (-$76.4K)
Filed 2026-10-14
Mission Wealth Management, LP
UNCHANGED
Shares15,840 from 15,840
Change0 (0%)
Value$1.1M (+$19.8K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares15,667 from 29,389
Change-13,722 (-47%)
Value$1.1M (-$900.3K)
Filed 2026-10-09
Kraft, Davis & Associates, LLC
INCREASED
Shares15,345 from 5,531
Change+9,814 (+177%)
Value$1.1M (+$689.7K)
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares15,297 from 12,712
Change+2,585 (+20%)
Value$1.1M (+$194.9K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares15,150 from 12,712
Change+2,438 (+19%)
Value$1.0M (+$184.7K)
Filed 2026-10-28
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares15,132 from 15,663
Change-531 (-3%)
Value$1.0M (-$17.2K)
Filed 2026-10-16
Lockerman Financial Group, Inc.
INCREASED
Shares14,897 from 13,808
Change+1,089 (+8%)
Value$1.0M (+$92.7K)
Filed 2026-10-19
BAM Wealth Management, LLC
DECREASED
Shares14,821 from 17,519
Change-2,698 (-15%)
Value$1.0M (-$165.0K)
Filed 2026-10-15
Fulcrum Equity Management
INCREASED
Shares14,714 from 13,456
Change+1,258 (+9%)
Value$1.0M (+$104.0K)
Filed 2026-10-21
Americana Partners, LLC
INCREASED
Shares14,594 from 14,572
Change+22 (+0%)
Value$1.0M (+$19.7K)
Filed 2026-10-28
Quartz Partners, LLC
INCREASED
Shares14,519 from 14,236
Change+283 (+2%)
Value$1.0M (+$37.4K)
Filed 2026-11-03
Blue Capital, Inc.
DECREASED
Shares14,254 from 14,515
Change-261 (-2%)
Value$987.3K (+$93)
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares13,993 from 14,257
Change-264 (-2%)
Value$985.1K (+$19.2K)
Filed 2026-10-13
Iams Wealth Management, LLC
NEW
Shares13,892
Change+13,892
Value$962.2K
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares13,805 from 13,510
Change+295 (+2%)
Value$956.2K (+$37.4K)
Filed 2026-10-15
Riverbend Wealth Management, LLC
DECREASED
Shares13,663 from 13,945
Change-282 (-2%)
Value$946.3K (-$2.1K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED
Shares13,201 from 14,201
Change-1,000 (-7%)
Value$272.6K (+$45.9K)
Filed 2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares12,963 from 12,001
Change+962 (+8%)
Value$897.8K (+$81.6K)
Filed 2026-10-16
Wealth Preservation Advisors, LLC
NEW
Shares12,890
Change+12,890
Value$892.8K
Filed 2026-11-05
Atlatl Advisers LLC
DECREASED
Shares12,745 from 13,137
Change-392 (-3%)
Value$882.7K (-$10.7K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
INCREASED
Shares12,450 from 7,640
Change+4,810 (+63%)
Value$862.1K (+$342.5K)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares12,215 from 11,762
Change+453 (+4%)
Value$858.3K (+$56.9K)
Filed 2026-10-20
Midwest Financial Network, LLC
INCREASED
Shares12,178 from 10,525
Change+1,653 (+16%)
Value$843.5K (+$127.7K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares11,896 from 12,378
Change-482 (-4%)
Value$823.9K (-$17.9K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
INCREASED
Shares11,722 from 10,784
Change+938 (+9%)
Value$811.9K (+$78.4K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
DECREASED
Shares11,476 from 12,897
Change-1,421 (-11%)
Value$794.8K (-$82.3K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares10,350 from 9,966
Change+384 (+4%)
Value$719.3K (+$46.5K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
INCREASED
Shares10,284 from 9,813
Change+471 (+5%)
Value$712.0K (+$45.0K)
Filed 2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED
Shares9,932 from 9,811
Change+121 (+1%)
Value$687.9K (+$20.6K)
Filed 2026-10-13
LongView Wealth Management
DECREASED
Shares9,876 from 9,878
Change-2 (0%)
Value$684.0K (+$12.2K)
Filed 2026-10-19
Elevation Wealth Management LLC
DECREASED
Shares9,811 from 9,874
Change-63 (-1%)
Value$679.5K (+$8.0K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
DECREASED
Shares9,718 from 9,821
Change-103 (-1%)
Value$673.1K (+$5.2K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares9,654 from 13,419
Change-3,765 (-28%)
Value$668.6K (-$244.0K)
Filed 2026-10-28
Strategy Asset Managers LLC
DECREASED
Shares9,373 from 10,245
Change-872 (-9%)
Value$649.2K (-$47.6K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
INCREASED
Shares9,230 from 8,418
Change+812 (+10%)
Value$639.3K (+$66.8K)
Filed 2026-10-15
Patten & Patten Inc
NEW
Shares9,209
Change+9,209
Value$637.8K
Filed 2026-10-26
CPR Investments Inc.
NEW
Shares8,891
Change+8,891
Value$615.8K
Filed 2026-10-26
Bryant Woods Investment Advisors, LLC
INCREASED
Shares8,505 from 5,775
Change+2,730 (+47%)
Value$589.1K (+$196.4K)
Filed 2026-10-26
Rede Wealth, LLC
DECREASED
Shares8,390 from 20,471
Change-12,081 (-59%)
Value$581.1K (-$811.1K)
Filed 2026-10-22
Kestra Investment Management, LLC
DECREASED
Shares8,382 from 16,480
Change-8,098 (-49%)
Value$580.5K (-$540.3K)
Filed 2026-11-04
Stewardship Advisors, LLC
INCREASED
Shares8,307 from 7,666
Change+641 (+8%)
Value$575.3K (+$54.0K)
Filed 2026-10-20
Centennial Advisors, LLC
INCREASED
Shares8,300 from 7,004
Change+1,296 (+19%)
Value$574.9K (+$98.5K)
Filed 2026-10-21
Entrewealth, LLC
INCREASED
Shares8,295 from 8,070
Change+225 (+3%)
Value$574.5K (+$13.3K)
Filed 2026-10-14
Soltis Investment Advisors LLC
NEW
Shares8,256
Change+8,256
Value$571.8K
Filed 2026-10-28
Krilogy Financial LLC
NEW
Shares8,136
Change+8,136
Value$572.8K
Filed 2026-10-13
Objective Capital Management, LLC
INCREASED
Shares8,022 from 5,710
Change+2,312 (+40%)
Value$555.6K (+$167.3K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares8,012 from 11,749
Change-3,737 (-32%)
Value$554.9K (-$244.1K)
Filed 2026-11-03
AA Financial Advisors, LLC
INCREASED
Shares8,007 from 6,501
Change+1,506 (+23%)
Value$554.5K (+$112.4K)
Filed 2026-10-19
Atlas Brown,Inc.
INCREASED
Shares7,814 from 6,631
Change+1,183 (+18%)
Value$541.2K (+$90.2K)
Filed 2026-10-09
TFB Advisors LLC
DECREASED
Shares7,621 from 7,662
Change-41 (-1%)
Value$527.8K (+$6.7K)
Filed 2026-11-02
Islay Capital Management, LLC
INCREASED
Shares7,604 from 6,275
Change+1,329 (+21%)
Value$526.7K (+$99.9K)
Filed 2026-10-20
World Equity Group, Inc.
DECREASED
Shares7,564 from 19,545
Change-11,981 (-61%)
Value$523.9K (-$805.4K)
Filed 2026-10-14
Heritage Family Offices, LLP
DECREASED
Shares7,553 from 7,640
Change-87 (-1%)
Value$523.1K (+$3.5K)
Filed 2026-11-02
E&G Advisors, LLC
DECREASED
Shares7,410 from 7,528
Change-118 (-2%)
Value$513.2K (+$1.2K)
Filed 2026-10-13
Chilton Capital Management LLC
NEW
Shares7,124
Change+7,124
Value$493.4K
Filed 2026-10-28
Mosley Wealth Management
DECREASED
Shares7,034 from 7,894
Change-860 (-11%)
Value$488.5K (-$48.4K)
Filed 2026-10-16
ADG Wealth Management Group, LLC
NEW
Shares6,842
Change+6,842
Value$473.9K
Filed 2026-10-23
Veracity Capital LLC
DECREASED
Shares6,779 from 6,914
Change-135 (-2%)
Value$469.5K (-$707)
Filed 2026-10-08
Integrity Wealth Partners, LLC
NEW
Shares6,767
Change+6,767
Value$468.7K
Filed 2026-10-14
RHS Financial, LLC
INCREASED
Shares6,765 from 5,772
Change+993 (+17%)
Value$468.5K (+$76.0K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
INCREASED
Shares6,467 from 5,902
Change+565 (+10%)
Value$447.9K (+$46.5K)
Filed 2026-10-09
Team Financial Group, LLC
INCREASED
Shares6,465 from 5,762
Change+703 (+12%)
Value$447.8K (+$55.9K)
Filed 2026-10-30
Adelphi Trust Co
UNCHANGED
Shares6,091 from 6,091
Change0 (0%)
Value$421.9K (+$7.6K)
Filed 2026-10-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares6,065 from 6,065
Change0 (0%)
Value$420.1K (+$7.6K)
Filed 2026-10-15
Moneco Advisors, LLC
INCREASED
Shares6,038 from 4,398
Change+1,640 (+37%)
Value$418.2K (+$119.1K)
Filed 2026-11-05
Simon Quick Advisors, LLC
UNCHANGED
Shares5,953 from 5,953
Change0 (0%)
Value$412.3K (+$7.4K)
Filed 2026-10-26
Winthrop Advisory Group LLC
DECREASED
Shares5,949 from 6,239
Change-290 (-5%)
Value$412.0K (-$12.3K)
Filed 2026-10-22
Macroview Investment Management LLC
INCREASED
Shares5,652 from 4,660
Change+992 (+21%)
Value$391.5K (+$74.5K)
Filed 2026-10-26
Kelly Financial Group LLC
DECREASED
Shares5,620 from 5,865
Change-245 (-4%)
Value$389.2K (-$9.6K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
INCREASED
Shares5,599 from 4,975
Change+624 (+13%)
Value$387.8K (+$54.5K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares5,490 from 5,747
Change-257 (-4%)
Value$380.3K (-$10.6K)
Filed 2026-11-04
Global Financial Private Client, LLC
UNCHANGED
Shares5,313 from 5,313
Change0 (0%)
Value$368.0K (+$6.6K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares5,282 from 3,603
Change+1,679 (+47%)
Value$366.8K (+$121.7K)
Filed 2026-10-15
Facet Wealth, Inc.
DECREASED
Shares5,272 from 6,401
Change-1,129 (-18%)
Value$365.1K (-$70.2K)
Filed 2026-11-04
StoneX Group Inc.
DECREASED
Shares5,237 from 16,125
Change-10,888 (-68%)
Value$362.7K (-$733.3K)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares5,180 from 3,700
Change+1,480 (+40%)
Value$358.8K (+$107.1K)
Filed 2026-10-22
Vavra Capital Management, LLC
DECREASED
Shares4,963 from 14,499
Change-9,536 (-66%)
Value$343.7K (-$642.3K)
Filed 2026-10-14
Midwest Heritage Bank, FSB
UNCHANGED
Shares4,745 from 4,745
Change0 (0%)
Value$328.6K (+$5.9K)
Filed 2026-10-26
Tucker Asset Management LLC
INCREASED
Shares4,688 from 4,180
Change+508 (+12%)
Value$324.7K (+$40.4K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares4,601 from 4,568
Change+33 (+1%)
Value$318.7K (+$8.0K)
Filed 2026-11-04
Westover Capital Advisors, LLC
INCREASED
Shares4,554 from 3,698
Change+856 (+23%)
Value$315.4K (+$63.9K)
Filed 2026-10-26
Tortuga Wealth Management, Inc
NEW
Shares4,526
Change+4,526
Value$313.9K
Filed 2026-10-27
Professional Financial Advisors, LLC
DECREASED
Shares4,497 from 5,523
Change-1,026 (-19%)
Value$311.5K (-$64.2K)
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED
Shares4,417 from 4,415
Change+2 (+0%)
Value$305.9K (+$5.6K)
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$305.9K (+$5.5K)
Filed 2026-11-02
Scarborough Advisors, LLC
DECREASED
Shares4,255 from 657,439
Change-653,184 (-99%)
Value$294.7K (-$43.5M)
Filed 2026-10-16
Ritholtz Wealth Management
NEW
Shares4,222
Change+4,222
Value$292.4K
Filed 2026-11-05
Western Financial Corp
DECREASED
Shares4,189 from 4,277
Change-88 (-2%)
Value$290.1K (-$745)
Filed 2026-10-14
Madson Wealth Advisors Inc
DECREASED
Shares4,078 from 9,601
Change-5,523 (-58%)
Value$282.4K (-$370.6K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,935 from 3,930
Change+5 (+0%)
Value$272.5K (+$5.3K)
Filed 2026-11-02
Bdfs Capital LLC
DECREASED
Shares3,807 from 4,134
Change-327 (-8%)
Value$263.7K (-$17.5K)
Filed 2026-10-14
Nicollet Investment Management, Inc.
NEW
Shares3,661
Change+3,661
Value$254.0K
Filed 2026-10-14
Vaquero Private Wealth, LTD
DECREASED
Shares3,627 from 18,016
Change-14,389 (-80%)
Value$251.2K (-$974.1K)
Filed 2026-10-27
Prosperity Planning, Inc.
DECREASED
Shares3,588 from 3,777
Change-189 (-5%)
Value$248.5K (-$8.4K)
Filed 2026-10-09
Stanich Group LLC
DECREASED
Shares3,575 from 3,697
Change-122 (-3%)
Value$247.6K (-$3.8K)
Filed 2026-10-16
Trail Ridge Investment Advisors, LLC
INCREASED
Shares3,518 from 3,513
Change+5 (+0%)
Value$243.7K (+$4.7K)
Filed 2026-10-16
Fiduciary Alliance LLC
DECREASED
Shares3,511 from 4,629
Change-1,118 (-24%)
Value$243.2K (-$71.6K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares3,484 from 3,810
Change-326 (-9%)
Value$241.3K (-$17.8K)
Filed 2026-10-21
Victory Financial Group, LLC
NEW
Shares3,483
Change+3,483
Value$241.2K
Filed 2026-10-27
Opal Wealth Advisors, LLC
DECREASED
Shares3,479 from 3,486
Change-7 (0%)
Value$241.0K (+$3.9K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares3,461 from 3,461
Change0 (0%)
Value$239.7K (+$4.3K)
Filed 2026-10-23
Plan Group Financial, LLC
DECREASED
Shares3,457 from 4,203
Change-746 (-18%)
Value$238.7K (-$47.2K)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares3,422
Change+3,422
Value$237.0K
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED
Shares3,418 from 3,208
Change+210 (+7%)
Value$236.7K (+$18.6K)
Filed 2026-10-08
Arwa LLC
DECREASED
Shares3,417 from 49,840
Change-46,423 (-93%)
Value$240.1K (-$3.1M)
Filed 2026-10-21
Wellment Financial
DECREASED
Shares3,383 from 3,587
Change-204 (-6%)
Value$234.3K (-$9.6K)
Filed 2026-10-28
Redwood Financial Network Corp
DECREASED
Shares3,378 from 3,389
Change-11 (0%)
Value$233.9K (+$3.4K)
Filed 2026-11-03
Donor Advised Charitable Giving, Inc.
NEW
Shares3,367
Change+3,367
Value$233.2K
Filed 2026-10-28
Prosperitas Financial LLC
NEW
Shares3,367
Change+3,367
Value$233.2K
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
NEW
Shares3,331
Change+3,331
Value$230.7K
Filed 2026-10-13
Merited Wealth, LLC
DECREASED
Shares3,310 from 3,437
Change-127 (-4%)
Value$229.3K (-$4.5K)
Filed 2026-10-13
Pines Wealth Management, LLC
DECREASED
Shares3,296 from 3,303
Change-7 (0%)
Value$228.3K (+$3.6K)
Filed 2026-10-21
Financial Partners Group, Inc
DECREASED
Shares3,279 from 3,327
Change-48 (-1%)
Value$227.1K (+$891)
Filed 2026-10-19
Reap Financial Group, LLC
UNCHANGED
Shares3,265 from 3,265
Change0 (0%)
Value$226.1K (+$4.1K)
Filed 2026-11-02
Oasis Advisors, LLC
NEW
Shares3,261
Change+3,261
Value$225.9K
Filed 2026-10-16
Avail Investment Partners, LLC
DECREASED
Shares3,179 from 3,231
Change-52 (-2%)
Value$220.2K (+$438)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares3,179 from 3,231
Change-52 (-2%)
Value$220.2K (+$438)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares3,163 from 6,171
Change-3,008 (-49%)
Value$219.1K (-$200.6K)
Filed 2026-10-26
Next Level Private LLC
INCREASED
Shares3,157 from 3,013
Change+144 (+5%)
Value$218.7K (+$13.7K)
Filed 2026-10-20
TrueWealth Advisors, LLC
DECREASED
Shares3,140 from 3,769
Change-629 (-17%)
Value$217.5K (-$38.9K)
Filed 2026-10-09
Quantify Chaos Advisors, LLC
INCREASED
Shares3,133 from 3,062
Change+71 (+2%)
Value$217.0K (+$8.8K)
Filed 2026-11-04
Evergreen Capital Management LLC
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$215.5K (+$3.9K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,095 from 2,803
Change+292 (+10%)
Value$214.4K (+$23.7K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
NEW
Shares3,061
Change+3,061
Value$212.0K
Filed 2026-10-20
Axxcess Wealth Management, LLC
NEW
Shares3,042
Change+3,042
Value$210.7K
Filed 2026-10-21
Forteris Wealth Management Inc.
NEW
Shares2,972
Change+2,972
Value$205.8K
Filed 2026-10-13
Pacific Asset Management, LLC
NEW
Shares2,923
Change+2,923
Value$202.4K
Filed 2026-10-15
Jnba Financial Advisors
INCREASED
Shares2,891 from 765
Change+2,126 (+278%)
Value$200.2K (+$148.2K)
Filed 2026-11-03
Reicon Wealth Advisors, LLC
NEW
Shares2,886
Change+2,886
Value$199.9K
Filed 2026-11-04
Montgomery Financial Services LLC
INCREASED
Shares2,777 from 933
Change+1,844 (+198%)
Value$192.3K (+$128.9K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
DECREASED
Shares2,625 from 13,820
Change-11,195 (-81%)
Value$181.8K (-$758.1K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
INCREASED
Shares2,604 from 1,454
Change+1,150 (+79%)
Value$180.4K (+$81.5K)
Filed 2026-10-09
Wells Financial Advisors Inc
DECREASED
Shares2,590 from 6,163
Change-3,573 (-58%)
Value$179.4K (-$239.8K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares2,484 from 2,088
Change+396 (+19%)
Value$172.0K (+$30.0K)
Filed 2026-10-26
Clark Wealth Partners
DECREASED
Shares2,214 from 2,272
Change-58 (-3%)
Value$153.3K (-$1.2K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares2,202 from 2,175
Change+27 (+1%)
Value$152.5K (+$4.6K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares1,694 from 1,425
Change+269 (+19%)
Value$117.3K (+$20.4K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares1,437 from 1,286
Change+151 (+12%)
Value$99.5K (+$12.1K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,356
Change+1,356
Value$93.9K
Filed 2026-10-21
Advocate Investing Services LLC
INCREASED
Shares1,348 from 1,335
Change+13 (+1%)
Value$93.4K (+$2.6K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares1,225
Change+1,225
Value$84.8K
Filed 2026-10-19
Clayton Financial Group LLC
NEW
Shares1,216
Change+1,216
Value$84.2K
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares1,123 from 1,120
Change+3 (+0%)
Value$77.8K (+$1.6K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$76.5K (+$1.4K)
Filed 2026-10-05
Abound Wealth Management
INCREASED
Shares1,056 from 351
Change+705 (+201%)
Value$73.1K (+$49.2K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
NEW
Shares1,037
Change+1,037
Value$71.8K
Filed 2026-10-28
Laurel Wealth Advisors LLC
NEW
Shares1,000
Change+1,000
Value$69.3K
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$65.8K (+$1.2K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares928
Change+928
Value$64.3K
Filed 2026-10-09
Central Trust Co
DECREASED
Shares928 from 1,052
Change-124 (-12%)
Value$64.3K (-$7.3K)
Filed 2026-11-05
Bank & Trust Co
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$62.8K (+$1.1K)
Filed 2026-10-07
Cassaday & Co Wealth Management LLC
DECREASED
Shares852 from 1,005
Change-153 (-15%)
Value$59.0K (-$9.3K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$54.1K (+$976)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$52.3K (+$943)
Filed 2026-10-22
Yankcom Partnership
NEW
Shares747
Change+747
Value$51.7K
Filed 2026-10-15
Bokf, NA
DECREASED
Shares738 from 3,877
Change-3,139 (-81%)
Value$51.1K (-$212.6K)
Filed 2026-10-27
StrongBox Wealth, LLC
DECREASED
Shares720 from 1,000
Change-280 (-28%)
Value$49.9K (-$18.1K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
NEW
Shares701
Change+701
Value$48.6K
Filed 2026-10-13
NBH Bank
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$40.0K (+$722)
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$38.8K (+$779)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares532 from 456
Change+76 (+17%)
Value$36.8K (+$5.8K)
Filed 2026-11-03
Essential Partners LLC
NEW
Shares525
Change+525
Value$36.4K
Filed 2026-10-14
Nemes Rush Group LLC
INCREASED
Shares492 from 444
Change+48 (+11%)
Value$34.1K (+$3.9K)
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$31.6K (+$570)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$30.4K (+$549)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$28.7K (+$517)
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares376 from 252
Change+124 (+49%)
Value$26.0K (+$8.9K)
Filed 2026-10-28
Networth Advisors, LLC
DECREASED
Shares327 from 342
Change-15 (-4%)
Value$22.6K (-$632)
Filed 2026-11-03
Center for Financial Planning, Inc.
NEW
Shares320
Change+320
Value$22.2K
Filed 2026-10-26
Godsey & Gibb, Inc
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$21.3K (+$383)
Filed 2026-10-14
Elyxium Wealth, LLC
NEW
Shares306
Change+306
Value$21.2K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares305
Change+305
Value$21.1K
Filed 2026-11-04
Downshift Financial, LLC
INCREASED
Shares296 from 85
Change+211 (+248%)
Value$20.5K (+$14.7K)
Filed 2026-10-13
Sfam, LLC
NEW
Shares283
Change+283
Value$19.6K
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares282 from 235
Change+47 (+20%)
Value$19.5K (+$3.5K)
Filed 2026-10-30
Key FInancial Inc
NEW
Shares259
Change+259
Value$17.9K
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares245
Change+245
Value$17.0K
Filed 2026-10-26
First Pacific Financial
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$16.4K (+$330)
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$16.1K (+$292)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares212 from 194
Change+18 (+9%)
Value$14.7K (+$1.5K)
Filed 2026-11-05
United Community Bank
DECREASED
Shares180 from 3,069
Change-2,889 (-94%)
Value$12.5K (-$196.3K)
Filed 2026-10-28
Trust Co of Vermont
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$10.1K (+$183)
Filed 2026-10-21
SJS Investment Consulting Inc.
NEW
Shares140
Change+140
Value$9.7K
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$7.1K (+$129)
Filed 2026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.9K (+$125)
Filed 2026-10-23
Miller Global Investments, LLC
NEW
Shares95
Change+95
Value$6.6K
Filed 2026-10-02
Avion Wealth
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
United Financial Planning Group LLC
NEW
Shares86
Change+86
Value$6.0K
Filed 2026-11-04
Horizon Financial Services, LLC
NEW
Shares76
Change+76
Value$5.3K
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4.6K (+$82)
Filed 2026-10-23
Simplex Trading, LLC
DECREASED
Shares55 from 144
Change-89 (-62%)
Value$3.8K (-$6.0K)
Filed 2026-11-04
First Horizon Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.5K (+$62)
Filed 2026-10-26
Bfsg, LLC
NEW
Shares46
Change+46
Value$3.2K
Filed 2026-10-30
NBT Bank, N.A.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.1K (+$57)
Filed 2026-10-21
Alpine Bank Wealth Management
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.0K (+$55)
Filed 2026-10-16
Lynch Investment Planning, LLC
NEW
Shares38
Change+38
Value$2.6K
Filed 2026-10-27
Creative Capital Management Investments LLC
NEW
Shares22
Change+22
Value$1.5K
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (+$20)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 46,642
Change-46,642 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-05
Lane Brothers & Co Inc
CLOSED
Shares0 from 15,623
Change-15,623 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 10,541
Change-10,541 (-100%)
Value$0 (-$716.9K)
Filed 2026-11-03
Orgel Wealth Management, LLC
CLOSED
Shares0 from 7,869
Change-7,869 (-100%)
Value$0 (-$535.2K)
Filed 2026-10-14
Cowa, LLC
CLOSED
Shares0 from 5,172
Change-5,172 (-100%)
Value$0 (-$351.7K)
Filed 2026-10-30
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 4,232
Change-4,232 (-100%)
Value$0 (-$287.8K)
Filed 2026-10-16
Luminvest Wealth Management LLC
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-14
CV Advisors LLC
CLOSED
Shares0 from 3,535
Change-3,535 (-100%)
Value$0 (-$240.4K)
Filed 2026-10-13
180 Wealth Advisors, LLC
CLOSED
Shares0 from 3,223
Change-3,223 (-100%)
Value$0 (-$219.2K)
Filed 2026-11-03
Fermata Advisors, LLC
CLOSED
Shares0 from 3,169
Change-3,169 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-13
Waterfront Wealth Inc.
CLOSED
Shares0 from 3,120
Change-3,120 (-100%)
Value$0 (-$212.6K)
Filed 2026-11-03
B&D White Capital Company, LLC
CLOSED
Shares0 from 2,956
Change-2,956 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-02
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 1,786
Change-1,786 (-100%)
Value$0 (-$121.5K)
Filed 2026-10-07
Decker Retirement Planning Inc.
CLOSED
Shares0 from 956
Change-956 (-100%)
Value$0 (-$65.0K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$27.1K)
Filed 2026-10-15
Pittenger & Anderson Inc
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$19.5K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$11)
Filed 2026-10-14
CX Institutional
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$9)
Filed 2026-10-02
Founders Capital Management
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-27
DecisionPoint Financial, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-27
Envestnet Asset Management Inc
N/A
Shares— from 113,045,712
Change-113,045,712 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 48,787,074
Change-48,787,074 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 23,992,247
Change-23,992,247 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,668,393
Change-23,668,393 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,225,934
Change-19,225,934 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 16,214,480
Change-16,214,480 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,169,385
Change-15,169,385 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,731,867
Change-12,731,867 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 11,684,774
Change-11,684,774 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,131,187
Change-9,131,187 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,352,926
Change-8,352,926 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,874,124
Change-7,874,124 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,665,461
Change-6,665,461 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,677,609
Change-5,677,609 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,521,035
Change-4,521,035 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,366,134
Change-4,366,134 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,364,364
Change-4,364,364 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,957,034
Change-3,957,034 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,872,962
Change-3,872,962 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,601,913
Change-3,601,913 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,090,804
Change-3,090,804 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,970,337
Change-2,970,337 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,961,917
Change-2,961,917 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,771,211
Change-2,771,211 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,669,958
Change-2,669,958 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,561,010
Change-2,561,010 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,226,279
Change-2,226,279 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,944,759
Change-1,944,759 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,829,101
Change-1,829,101 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,769,371
Change-1,769,371 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,478,143
Change-1,478,143 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,451,696
Change-1,451,696 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,365,967
Change-1,365,967 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,341,644
Change-1,341,644 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,281,560
Change-1,281,560 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,186,443
Change-1,186,443 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,109,688
Change-1,109,688 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,098,761
Change-1,098,761 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,010,013
Change-1,010,013 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,005,732
Change-1,005,732 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 996,280
Change-996,280 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 993,630
Change-993,630 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 824,650
Change-824,650 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 803,921
Change-803,921 (-100%)
Value—
&partners
N/A
Shares— from 797,304
Change-797,304 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 791,623
Change-791,623 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 763,636
Change-763,636 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 757,373
Change-757,373 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 727,641
Change-727,641 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 716,491
Change-716,491 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 682,844
Change-682,844 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 672,554
Change-672,554 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 620,781
Change-620,781 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 619,141
Change-619,141 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 600,654
Change-600,654 (-100%)
Value—
EQ LLC
N/A
Shares— from 599,790
Change-599,790 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 584,555
Change-584,555 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 579,581
Change-579,581 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 571,057
Change-571,057 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 566,968
Change-566,968 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 560,438
Change-560,438 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 559,274
Change-559,274 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 552,168
Change-552,168 (-100%)
Value—
Prudential PLC
N/A
Shares— from 547,900
Change-547,900 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 535,996
Change-535,996 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 532,715
Change-532,715 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 496,452
Change-496,452 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 481,587
Change-481,587 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 478,583
Change-478,583 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 459,902
Change-459,902 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 458,632
Change-458,632 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 447,980
Change-447,980 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 445,207
Change-445,207 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 431,577
Change-431,577 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 427,221
Change-427,221 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 383,502
Change-383,502 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 381,483
Change-381,483 (-100%)
Value—
EWA, LLC
N/A
Shares— from 381,258
Change-381,258 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 378,208
Change-378,208 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 369,197
Change-369,197 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 359,593
Change-359,593 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 355,152
Change-355,152 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 352,386
Change-352,386 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 350,439
Change-350,439 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 337,355
Change-337,355 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 334,511
Change-334,511 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 325,210
Change-325,210 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 318,713
Change-318,713 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 314,290
Change-314,290 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 308,358
Change-308,358 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 299,269
Change-299,269 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 298,072
Change-298,072 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 296,824
Change-296,824 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 295,017
Change-295,017 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 294,629
Change-294,629 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 284,713
Change-284,713 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 278,969
Change-278,969 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 270,950
Change-270,950 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 264,314
Change-264,314 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 263,317
Change-263,317 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 261,472
Change-261,472 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 254,870
Change-254,870 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 253,037
Change-253,037 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 247,973
Change-247,973 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 241,077
Change-241,077 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 240,463
Change-240,463 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 235,307
Change-235,307 (-100%)
Value—
Invst, LLC
N/A
Shares— from 234,272
Change-234,272 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 224,827
Change-224,827 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 221,404
Change-221,404 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 211,650
Change-211,650 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 207,045
Change-207,045 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 203,122
Change-203,122 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 199,540
Change-199,540 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 194,621
Change-194,621 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 189,809
Change-189,809 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 185,391
Change-185,391 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 181,216
Change-181,216 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 181,023
Change-181,023 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 179,150
Change-179,150 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 177,387
Change-177,387 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 176,715
Change-176,715 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 176,465
Change-176,465 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 173,804
Change-173,804 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 173,151
Change-173,151 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 171,720
Change-171,720 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 167,601
Change-167,601 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 163,238
Change-163,238 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 161,885
Change-161,885 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 157,812
Change-157,812 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 157,317
Change-157,317 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 151,810
Change-151,810 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 151,161
Change-151,161 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 147,859
Change-147,859 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 146,083
Change-146,083 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 140,914
Change-140,914 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 140,398
Change-140,398 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 139,624
Change-139,624 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 125,889
Change-125,889 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 124,354
Change-124,354 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 123,792
Change-123,792 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 121,540
Change-121,540 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 121,023
Change-121,023 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 120,403
Change-120,403 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 120,102
Change-120,102 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 117,357
Change-117,357 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 112,938
Change-112,938 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 108,067
Change-108,067 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 106,404
Change-106,404 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 105,819
Change-105,819 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 102,834
Change-102,834 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 102,745
Change-102,745 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 99,950
Change-99,950 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 94,336
Change-94,336 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 91,830
Change-91,830 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 91,681
Change-91,681 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 90,074
Change-90,074 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 89,868
Change-89,868 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 89,292
Change-89,292 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 88,791
Change-88,791 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 88,574
Change-88,574 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 88,192
Change-88,192 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 88,182
Change-88,182 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 86,369
Change-86,369 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 86,186
Change-86,186 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 83,630
Change-83,630 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 83,182
Change-83,182 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 82,855
Change-82,855 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 80,595
Change-80,595 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 79,856
Change-79,856 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 77,123
Change-77,123 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 77,010
Change-77,010 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 75,619
Change-75,619 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 71,058
Change-71,058 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 70,076
Change-70,076 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 68,920
Change-68,920 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 68,728
Change-68,728 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 67,964
Change-67,964 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 65,235
Change-65,235 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 64,908
Change-64,908 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 62,723
Change-62,723 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 62,077
Change-62,077 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 60,983
Change-60,983 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 58,640
Change-58,640 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 58,572
Change-58,572 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 58,282
Change-58,282 (-100%)
Value—
Betterment LLC
N/A
Shares— from 56,714
Change-56,714 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 55,952
Change-55,952 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 55,450
Change-55,450 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 53,648
Change-53,648 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 52,186
Change-52,186 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 52,066
Change-52,066 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 51,479
Change-51,479 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 51,103
Change-51,103 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 49,488
Change-49,488 (-100%)
Value—
EFG International AG
N/A
Shares— from 49,053
Change-49,053 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 48,163
Change-48,163 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 47,723
Change-47,723 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 47,183
Change-47,183 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 46,133
Change-46,133 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 45,914
Change-45,914 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 45,835
Change-45,835 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 45,376
Change-45,376 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 44,692
Change-44,692 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 42,885
Change-42,885 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 42,451
Change-42,451 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 41,572
Change-41,572 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 40,633
Change-40,633 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 40,300
Change-40,300 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 39,708
Change-39,708 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 39,707
Change-39,707 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 39,386
Change-39,386 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 38,959
Change-38,959 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 37,585
Change-37,585 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 35,960
Change-35,960 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 35,239
Change-35,239 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 34,500
Change-34,500 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 34,368
Change-34,368 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 33,929
Change-33,929 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 33,697
Change-33,697 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 33,361
Change-33,361 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 32,218
Change-32,218 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 30,709
Change-30,709 (-100%)
Value—
Nwam LLC
N/A
Shares— from 29,689
Change-29,689 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 28,756
Change-28,756 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 28,748
Change-28,748 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 28,525
Change-28,525 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 27,918
Change-27,918 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 27,725
Change-27,725 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 27,223
Change-27,223 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 26,511
Change-26,511 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 26,476
Change-26,476 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 26,198
Change-26,198 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 24,573
Change-24,573 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,163
Change-24,163 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 23,799
Change-23,799 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,268
Change-23,268 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,813
Change-22,813 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,553
Change-22,553 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,315
Change-22,315 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,994
Change-20,994 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 20,734
Change-20,734 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 20,655
Change-20,655 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 19,407
Change-19,407 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 18,868
Change-18,868 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 18,339
Change-18,339 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,297
Change-18,297 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 16,802
Change-16,802 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 16,659
Change-16,659 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 16,335
Change-16,335 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 15,682
Change-15,682 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 14,524
Change-14,524 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 14,208
Change-14,208 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,513
Change-13,513 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 13,232
Change-13,232 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,885
Change-12,885 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 12,219
Change-12,219 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,109
Change-12,109 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 11,226
Change-11,226 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,880
Change-10,880 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,488
Change-10,488 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 10,483
Change-10,483 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,221
Change-10,221 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Bank of Marin
N/A
Shares— from 9,503
Change-9,503 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,177
Change-9,177 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 8,636
Change-8,636 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,101
Change-8,101 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,109
Change-6,109 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 5,293
Change-5,293 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,231
Change-5,231 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,394
Change-4,394 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,601
Change-3,601 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Collier Financial
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 922
Change-922 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 489
Change-489 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 477
Change-477 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 412
Change-412 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 404
Change-404 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 400
Change-400 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 304
Change-304 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 204
Change-204 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 75
Change-75 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 63
Change-63 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Status
First Command Advisory Services, Inc.
INCREASED30,776,25029,895,099+881,151+3%$2.0B$2.1B+$98.4M2026-11-05
Park Avenue Securities LLC
DECREASED7,537,5277,687,097-149,570-2%$522.8M$522.0M-$750.0K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED6,781,7546,481,606+300,148+5%$440.8M$469.7M+$28.9M2026-10-22
Commonwealth Equity Services, LLC
DECREASED4,740,0024,912,649-172,647-4%$334.1M$328.3M-$5.8M2026-11-02
Bank of New York Mellon Corp
INCREASED3,979,1433,743,858+235,285+6%$254.6M$275.6M+$21.0M2026-11-05
Sofi Wealth, LLC
INCREASED3,860,7743,791,928+68,846+2%$257.9M$267.4M+$9.5M2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED3,846,3343,574,841+271,493+8%$243.1M$266.4M+$23.3M2026-10-21
Thrivent Financial for Lutherans
INCREASED3,400,2171,955,651+1,444,566+74%$132.8M$235.9M+$103.1M2026-11-05
JB Capital LLC
DECREASED2,509,9012,526,004-16,103-1%$171.8M$173.8M+$2.0M2026-10-19
Parallel Advisors, LLC
INCREASED2,297,1792,216,869+80,310+4%$150.8M$159.1M+$8.3M2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED2,155,0552,155,320-2650%$146.6M$149.3M+$2.7M2026-11-03
Form Wealth Advisors, LLC
DECREASED2,039,5142,147,451-107,937-5%$146.0M$141.3M-$4.8M2026-10-13
Vise Technologies, Inc.
INCREASED1,740,4431,272,182+468,261+37%$86.5M$120.5M+$34.0M2026-10-29
Assetmark, Inc
INCREASED1,700,0641,663,733+36,331+2%$113.2M$117.7M+$4.6M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED1,501,4751,366,392+135,083+10%$92.9M$104.0M+$11.1M2026-11-02
Truist Financial Corp
INCREASED1,343,0781,286,834+56,244+4%$87.5M$93.0M+$5.5M2026-10-30
Kestra Advisory Services, LLC
INCREASED1,268,846935,568+333,278+36%$63.6M$87.9M+$24.3M2026-11-02
Atria Investments, Inc
INCREASED1,235,4861,114,211+121,275+11%$75.8M$85.6M+$9.8M2026-10-15
Ascent Group, LLC
INCREASED1,116,6581,111,944+4,714+0%$75.6M$77.3M+$1.7M2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,089,5321,043,867+45,665+4%$71.0M$75.5M+$4.5M2026-10-14
Eastern Bank
INCREASED1,084,8671,024,706+60,161+6%$69.7M$75.1M+$5.4M2026-10-05
High Probability Advisors, LLC
INCREASED926,100881,484+44,616+5%$59.9M$64.1M+$4.2M2026-10-19
MGO One Seven LLC
INCREASED904,213899,028+5,185+1%$61.1M$62.6M+$1.5M2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED901,754664,010+237,744+36%$45.2M$62.5M+$17.3M2026-10-13
Shepherd Financial Partners LLC
INCREASED888,257864,111+24,146+3%$58.8M$61.5M+$2.8M2026-11-03
Triad Wealth Partners, LLC
INCREASED864,663798,464+66,199+8%$54.6M$59.9M+$5.3M2026-10-26
Tennessee Valley Asset Management Partners
DECREASED802,120805,223-3,1030%$54.8M$55.6M+$791.6K2026-11-03
Embree Financial Group
INCREASED788,599771,583+17,016+2%$52.5M$54.6M+$2.1M2026-10-22
Barings LLC
INCREASED767,392765,431+1,961+0%$52.1M$53.1M+$1.1M2026-10-22
Sharkey, Howes & Javer
DECREASED730,541749,348-18,807-3%$51.0M$50.6M-$365.9K2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED708,632692,851+15,781+2%$47.1M$49.1M+$2.0M2026-11-02
West Wealth Group, LLC
INCREASED696,279676,626+19,653+3%$46.0M$48.2M+$2.2M2026-10-14
Brookstone Capital Management
INCREASED655,945376,878+279,067+74%$25.6M$45.4M+$19.8M2026-10-22
Intelligence Driven Advisers, LLC
INCREASED645,914633,034+12,880+2%$43.1M$44.7M+$1.7M2026-10-09
Perigon Wealth Management, LLC
INCREASED643,781574,745+69,036+12%$39.1M$44.6M+$5.5M2026-10-22
Farther Finance Advisors, LLC
INCREASED634,151623,332+10,819+2%$42.4M$43.9M+$1.5M2026-10-08
Horst & Graben Wealth Management LLC
DECREASED625,625631,465-5,840-1%$42.6M$43.3M+$697.2K2026-11-02
Stone House Investment Management, LLC
INCREASED615,013590,312+24,701+4%$40.1M$42.6M+$2.4M2026-10-23
Weil Company, Inc.
INCREASED577,292559,021+18,271+3%$38.0M$40.0M+$2.0M2026-10-14
Integrity Alliance, Llc.
INCREASED576,410543,366+33,044+6%$37.0M$39.9M+$3.0M2026-10-29
Avid Wealth Partners LLC
INCREASED551,123528,692+22,431+4%$36.0M$38.2M+$2.2M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED541,045340,681+200,364+59%$23.2M$37.9M+$14.7M2026-10-13
Unique Wealth, LLC
INCREASED533,277503,832+29,445+6%$34.3M$36.9M+$2.7M2026-10-16
Patton Albertson Miller Group, LLC
INCREASED524,766443,571+81,195+18%$30.2M$36.3M+$6.2M2026-10-26
CFS Investment Advisory Services, LLC
DECREASED516,886533,175-16,289-3%$35.8M$36.5M+$741.5K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED512,201555,983-43,782-8%$37.8M$35.5M-$2.3M2026-10-16
Diversify Advisory Services, LLC
INCREASED501,722364,895+136,827+38%$24.5M$34.8M+$10.4M2026-10-20
Diversify Wealth Management, LLC
INCREASED501,722364,895+136,827+38%$24.5M$34.8M+$10.4M2026-10-20
Insight Wealth Strategies, LLC
DECREASED486,949489,757-2,808-1%$33.1M$33.7M+$667.5K2026-10-09
SteelPeak Wealth, LLC
DECREASED467,923507,775-39,852-8%$34.5M$32.4M-$2.1M2026-10-16
Tsfg, LLC
DECREASED459,548898,053-438,505-49%$61.1M$31.8M-$29.2M2026-10-23
Physician Wealth Advisors, Inc.
DECREASED454,394454,810-4160%$30.9M$31.5M+$539.7K2026-10-20
First Hawaiian Bank
INCREASED450,727379,750+70,977+19%$25.8M$31.2M+$5.4M2026-10-14
KWB Wealth
INCREASED448,281448,242+39+0%$30.5M$31.0M+$562.9K2026-10-16
Golden State Wealth Management, LLC
INCREASED447,067400,742+46,325+12%$27.3M$31.0M+$3.7M2026-11-02
Wealth Group Ltd
INCREASED439,142425,044+14,098+3%$28.9M$30.7M+$1.8M2026-10-07
Marks Group Wealth Management, Inc
INCREASED432,357364,029+68,328+19%$24.8M$29.9M+$5.2M2026-11-05
Detalus Advisors, LLC
DECREASED432,087440,877-8,790-2%$30.0M$29.9M-$57.7K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED431,638409,297+22,341+5%$27.9M$29.9M+$2.0M2026-10-13
Bishop & Co Investment Management, LLC
INCREASED430,575430,033+542+0%$29.2M$29.8M+$575.1K2026-11-05
Centerline Wealth Advisors, LLC
INCREASED428,805421,743+7,062+2%$28.7M$29.7M+$1.0M2026-10-15
Trek Financial, LLC
INCREASED427,775409,352+18,423+5%$27.8M$29.6M+$1.8M2026-10-29
Strategic Blueprint, LLC
INCREASED423,873401,142+22,731+6%$27.3M$29.4M+$2.1M2026-10-22
Tull Financial Group, Inc.
INCREASED420,761400,483+20,278+5%$27.2M$29.1M+$1.9M2026-11-05
Elevated Financial Group LLC
INCREASED419,761376,260+43,501+12%$25.6M$29.1M+$3.5M2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED418,125414,681+3,444+1%$28.2M$29.0M+$756.9K2026-10-16
Security Financial Services, Inc.
INCREASED415,254413,086+2,168+1%$28.1M$28.8M+$666.5K2026-10-29
15 Wealth Advisors LLC
NEW414,547—+414,547——$28.7M—2026-10-14
Citigroup Inc
INCREASED406,606158,321+248,285+157%$10.8M$28.2M+$17.4M2026-11-04
Financial Enhancement Group LLC
INCREASED402,793379,226+23,567+6%$25.8M$28.4M+$2.6M2026-10-08
Madrona Financial Services, LLC
DECREASED399,359417,008-17,649-4%$28.4M$27.7M-$701.2K2026-10-23
Global Wealth Strategies & Associates
INCREASED393,342377,330+16,012+4%$25.7M$27.2M+$1.6M2026-10-02
Mason & Associates, LLC
DECREASED386,509386,862-3530%$26.3M$26.8M+$459.1K2026-10-26
Royal Harbor Partners, LLC
INCREASED383,629382,096+1,533+0%$26.0M$26.6M+$583.8K2026-10-29
Cypress Wealth Services, LLC
DECREASED381,713430,577-48,864-11%$29.3M$26.9M-$2.4M2026-10-21
Kestra Private Wealth Services, LLC
INCREASED381,412373,023+8,389+2%$25.4M$26.4M+$1.0M2026-10-30
Simplicity Wealth,LLC
INCREASED380,411290,863+89,548+31%$19.8M$26.3M+$6.6M2026-10-23
Beacon Financial Group
DECREASED371,209377,715-6,506-2%$25.7M$25.7M+$21.6K2026-10-19
Kelly Financial Services LLC
INCREASED370,122356,559+13,563+4%$24.2M$25.6M+$1.4M2026-10-20
Buttonwood Financial Group, LLC
DECREASED352,741459,161-106,420-23%$31.2M$24.9M-$6.3M2026-10-16
Midwest Capital Advisors, LLC
INCREASED349,214345,752+3,462+1%$23.5M$24.2M+$672.0K2026-11-04
Beacon Capital Management, LLC
INCREASED345,015252,353+92,662+37%$17.2M$23.9M+$6.7M2026-10-23
Swmg, LLC
INCREASED343,059337,488+5,571+2%$23.0M$23.5M+$488.8K2026-10-23
Central Pacific Bank - Trust Division
INCREASED341,241328,757+12,484+4%$22.4M$23.6M+$1.3M2026-10-06
Able Wealth Management LLC
INCREASED340,079324,066+16,013+5%$22.0M$23.9M+$1.9M2026-10-13
Regatta Capital Group, LLC
INCREASED337,475320,158+17,317+5%$21.8M$23.4M+$1.6M2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED335,718318,972+16,746+5%$21.7M$23.3M+$1.6M2026-11-03
Boyum Wealth Architects LLC
DECREASED335,432339,680-4,248-1%$23.0M$23.5M+$507.8K2026-10-06
Scissortail Wealth Management, LLC
DECREASED331,673357,136-25,463-7%$24.3M$23.0M-$1.3M2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED328,149326,119+2,030+1%$22.2M$22.7M+$548.2K2026-10-13
Founders Financial Securities LLC
INCREASED323,566124,021+199,545+161%$8.4M$22.4M+$14.0M2026-10-28
Apeiron RIA LLC
INCREASED322,483250,832+71,651+29%$17.1M$22.4M+$5.4M2026-10-08
Vigilare Wealth Management
INCREASED320,750166,618+154,132+93%$11.3M$22.2M+$10.9M2026-10-29
Keeler & Nadler Financial Planning & Wealth Management
INCREASED315,923236,828+79,095+33%$16.1M$21.9M+$5.8M2026-10-28
ShoreHaven Wealth Partners, LLC
INCREASED314,552301,711+12,841+4%$20.5M$21.8M+$1.3M2026-10-16
Sterling Group Wealth Management, LLC
INCREASED310,251305,402+4,849+2%$20.8M$21.5M+$717.6K2026-11-03
Sovran Advisors, LLC
INCREASED307,665301,511+6,154+2%$19.8M$21.1M+$1.4M2026-11-02
Cardinal Strategic Wealth Guidance
INCREASED307,376278,176+29,200+11%$18.9M$21.3M+$2.4M2026-11-02
Financial Life Advisors
DECREASED304,703306,406-1,703-1%$20.8M$21.1M+$265.1K2026-10-14
Hemming& Wealth Management, Inc.
INCREASED303,447287,787+15,660+5%$19.6M$21.0M+$1.4M2026-10-20
Crown Wealth Group, LLC
INCREASED298,411204,467+93,944+46%$13.9M$20.7M+$6.8M2026-10-19
One Advisory Partners, LLC
INCREASED298,129295,928+2,201+1%$20.1M$20.6M+$522.4K2026-10-22
Shira Ridge Wealth Management
INCREASED289,865280,170+9,695+3%$19.1M$20.1M+$1.0M2026-10-09
Apollon Wealth Management, LLC
INCREASED286,358279,819+6,539+2%$19.0M$19.8M+$802.6K2026-10-23
TSA Wealth Managment LLC
DECREASED285,339287,898-2,559-1%$19.6M$19.8M+$182.6K2026-10-22
Independent Financial Group, LLC
INCREASED279,286263,624+15,662+6%$17.9M$19.3M+$1.4M2026-10-13
4J Wealth Management LLC
INCREASED274,112265,350+8,762+3%$18.0M$19.0M+$938.5K2026-11-02
Claro Advisors Inc.
INCREASED272,668260,533+12,135+5%$17.7M$18.9M+$1.2M2026-11-02
RFG Advisory, LLC
DECREASED270,040271,192-1,1520%$18.4M$18.7M+$259.2K2026-11-03
Fortitude Financial, LLC
INCREASED265,676235,866+29,810+13%$16.0M$18.4M+$2.4M2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED248,990241,924+7,066+3%$16.5M$17.2M+$791.8K2026-10-14
Jmac Enterprises LLC
INCREASED246,258244,847+1,411+1%$16.7M$17.1M+$403.8K2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED238,628230,118+8,510+4%$15.7M$16.5M+$877.1K2026-10-22
Endeavor Private Wealth, Inc.
INCREASED236,794220,362+16,432+7%$15.0M$16.4M+$1.4M2026-11-05
Watershed Private Wealth LLC
INCREASED235,640222,462+13,178+6%$15.1M$16.3M+$1.2M2026-10-30
Blue Trust, Inc.
DECREASED228,122236,977-8,855-4%$16.1M$15.8M-$317.1K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED227,204227,439-2350%$15.5M$15.7M+$268.0K2026-11-03
Joseph Group Capital Management
INCREASED227,117223,451+3,666+2%$15.2M$15.7M+$533.2K2026-11-04
Foundry Financial Group, Inc.
INCREASED225,547219,096+6,451+3%$14.9M$15.6M+$720.7K2026-10-28
Ridgeline Wealth Planning, LLC
INCREASED223,174215,984+7,190+3%$14.7M$15.5M+$768.0K2026-10-29
Archer Investment Management, LLC
INCREASED220,412206,282+14,130+7%$14.0M$15.3M+$1.2M2026-10-13
ADE, LLC
INCREASED220,019205,621+14,398+7%$14.0M$15.2M+$1.3M2026-10-29
VestGen Advisors, LLC
DECREASED219,077221,601-2,524-1%$15.1M$15.2M+$102.1K2026-10-27
Gen-Wealth Partners Inc
INCREASED218,925210,007+8,918+4%$14.3M$15.2M+$880.1K2026-11-04
Capital Investment Advisory Services, LLC
INCREASED215,5616,662+208,899+3136%$453.1K$14.9M+$14.5M2026-10-30
Ascentis Independent Advisors
NEW207,759—+207,759——$14.4M—2026-11-03
Peak Wealth Management LLC
INCREASED203,795170,930+32,865+19%$11.6M$14.1M+$2.4M2026-10-26
McNaughton Wealth Management, LLC
INCREASED198,214197,257+957+0%$13.4M$13.7M+$312.9K2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED197,838182,824+15,014+8%$12.4M$13.7M+$1.3M2026-11-04
IFP Advisors, Inc
INCREASED193,822166,925+26,897+16%$11.4M$13.4M+$2.1M2026-10-16
Csenge Advisory Group
INCREASED191,384186,007+5,377+3%$12.7M$13.3M+$604.9K2026-11-04
LiftPoint Family Wealth Advisors LLC
DECREASED185,993187,176-1,183-1%$12.7M$12.9M+$152.0K2026-11-03
Hobbs Wealth Management, LLC
INCREASED184,348182,880+1,468+1%$12.4M$12.8M+$330.3K2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED180,695173,533+7,162+4%$11.8M$12.5M+$712.9K2026-10-05
CoreCap Advisors, LLC
INCREASED179,962172,874+7,088+4%$11.8M$12.5M+$707.0K2026-10-08
Focus Financial Network, Inc.
DECREASED178,620179,726-1,106-1%$12.2M$12.4M+$148.1K2026-10-14
Selby Wealth Management, LLC
INCREASED177,337169,628+7,709+5%$11.5M$12.3M+$745.9K2026-10-16
HUB Investment Partners, LLC
DECREASED177,216178,798-1,582-1%$12.2M$12.3M+$114.0K2026-11-03
FCG Investment Co
INCREASED173,928161,038+12,890+8%$11.0M$12.0M+$1.1M2026-10-13
SigFig Wealth Management, LLC
INCREASED173,173168,621+4,552+3%$11.4M$12.0M+$622.2K2026-10-07
Prospera Financial Services Inc
INCREASED173,145158,394+14,751+9%$10.8M$11.7M+$889.1K2026-11-04
Cobblestone Asset Management LLC
INCREASED168,533167,493+1,040+1%$11.4M$11.7M+$281.4K2026-10-13
Newport Capital Group, LLC
INCREASED168,3243,181+165,143+5192%$216.3K$11.7M+$11.5M2026-10-16
Town Capital LLC
INCREASED166,080160,171+5,909+4%$10.9M$11.5M+$609.5K2026-11-03
May Hill Capital, LLC
DECREASED163,980178,687-14,707-8%$12.2M$11.4M-$795.2K2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED163,575161,919+1,656+1%$11.0M$11.3M+$317.1K2026-10-19
Hoese & Co LLP
INCREASED160,332160,002+330+0%$10.9M$11.1M+$222.9K2026-10-21
Novem Group
INCREASED158,721101,472+57,249+56%$6.9M$11.0M+$4.1M2026-10-19
Skyline Advisors, Inc.
DECREASED158,174234,552-76,378-33%$16.0M$11.0M-$5.0M2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED157,160155,815+1,345+1%$10.6M$10.9M+$287.9K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED155,908167,445-11,537-7%$11.4M$10.8M-$589.8K2026-11-05
A4 Wealth Advisors LLC
INCREASED155,904149,860+6,044+4%$10.2M$10.8M+$605.9K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED154,153156,963-2,810-2%$10.7M$10.7M+$1.6K2026-10-14
Sigma Planning Corp
INCREASED153,02475,088+77,936+104%$5.1M$10.6M+$5.5M2026-10-23
Rochester Wealth Strategies, LLC
INCREASED151,074146,619+4,455+3%$10.0M$10.5M+$491.8K2026-11-03
Summit Wealth Group LLC / Co
NEW146,764—+146,764——$10.2M—2026-10-29
SkyOak Wealth, LLC
DECREASED145,496147,220-1,724-1%$10.0M$10.1M+$64.7K2026-10-28
Cornerstone Wealth Group, LLC
INCREASED145,312136,543+8,769+6%$9.3M$10.1M+$778.0K2026-11-02
Pinion Investment Advisors, LLC
INCREASED144,352133,709+10,643+8%$9.1M$10.0M+$904.3K2026-11-04
Maia Wealth LLC
DECREASED143,894151,327-7,433-5%$10.3M$10.0M-$325.6K2026-10-19
BridgePort Financial Solutions, LLC
DECREASED143,175144,736-1,561-1%$9.8M$9.9M+$72.8K2026-11-02
Gilbert Capital Group, Inc.
DECREASED142,568143,682-1,114-1%$9.8M$9.9M+$102.5K2026-10-28
Valen Private Capital, LLC
NEW142,407—+142,407——$9.9M—2026-10-23
One Wealth Capital Management, LLC
DECREASED141,692174,989-33,297-19%$11.9M$9.8M-$2.1M2026-10-23
Polaris Investment Advisors, LLC
INCREASED140,015137,720+2,295+2%$9.4M$9.7M+$331.1K2026-10-20
Great Diamond Partners, LLC
INCREASED139,885121,880+18,005+15%$8.3M$9.7M+$1.4M2026-10-13
Sculati Wealth Management, LLC
INCREASED139,717133,628+6,089+5%$9.0M$9.8M+$884.4K2026-10-19
First Heartland Consultants, Inc.
DECREASED139,404140,994-1,590-1%$9.6M$9.7M+$66.1K2026-10-08
Ehrlich Financial Group
INCREASED139,306135,972+3,334+2%$9.2M$9.6M+$400.9K2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED138,689125,755+12,934+10%$8.6M$9.6M+$1.1M2026-10-20
Balefire, LLC
INCREASED138,53491,726+46,808+51%$6.2M$9.6M+$3.4M2026-10-09
Rose Capital Advisors LLC
INCREASED137,60240,205+97,397+242%$2.7M$9.5M+$6.8M2026-11-04
SWP Financial LLC
DECREASED137,164141,250-4,086-3%$9.6M$9.5M-$106.5K2026-10-23
PFG Advisors
INCREASED136,344130,145+6,199+5%$8.9M$9.4M+$592.0K2026-10-16
Integrated Advisors Network LLC
INCREASED135,735119,079+16,656+14%$8.1M$9.4M+$1.3M2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED135,197136,422-1,225-1%$9.3M$9.4M+$85.7K2026-10-20
Schwallier Wealth Management LLC
INCREASED134,776131,532+3,244+2%$8.9M$9.3M+$389.0K2026-11-05
Client 1ST Advisory Group, LLC
INCREASED134,019125,849+8,170+6%$8.6M$9.3M+$723.1K2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED133,630134,007-3770%$9.1M$9.3M+$141.4K2026-11-05
Core Wealth Advisors, LLC
DECREASED132,781134,112-1,331-1%$9.1M$9.2M+$75.4K2026-11-05
Cornerstone Wealth, LLC
INCREASED132,714101,446+31,268+31%$6.9M$9.0M+$2.1M2026-10-28
Lantz Financial LLC
INCREASED132,571130,753+1,818+1%$8.9M$9.2M+$289.4K2026-10-15
Annex Advisory Services, LLC
DECREASED131,596141,133-9,537-7%$9.6M$9.1M-$484.2K2026-10-16
Creative Planning
DECREASED130,945131,234-2890%$8.9M$9.1M+$144.0K2026-11-02
Meriwether Wealth & Planning, LLC
INCREASED130,521122,334+8,187+7%$8.3M$9.0M+$719.9K2026-10-13
Cornerstone Planning Group LLC
INCREASED129,454128,033+1,421+1%$8.7M$9.1M+$438.1K2026-10-16
Retirement Wealth Solutions LLC
INCREASED124,074114,697+9,377+8%$7.8M$8.6M+$792.9K2026-10-07
Firethorn Wealth Partners, LLC
INCREASED123,941123,848+93+0%$8.4M$8.6M+$161.3K2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED123,727128,051-4,324-3%$8.7M$8.6M-$139.4K2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED123,656118,288+5,368+5%$8.0M$8.6M+$519.7K2026-10-13
Centurion Wealth Management LLC
DECREASED122,234132,969-10,735-8%$9.0M$8.5M-$577.3K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED122,054109,044+13,010+12%$7.4M$8.5M+$1.0M2026-10-16
Heck Capital Advisors, LLC
DECREASED120,663130,556-9,893-8%$8.9M$8.4M-$522.0K2026-10-14
Forte Asset Management LLC
INCREASED118,817118,598+219+0%$8.1M$8.2M+$163.4K2026-10-13
Bedminster, LLC
DECREASED115,845117,269-1,424-1%$8.0M$8.0M+$48.0K2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED115,076140,601-25,525-18%$9.6M$8.0M-$1.6M2026-10-14
Absolute Capital Management, LLC
INCREASED113,646102,070+11,576+11%$6.9M$7.9M+$929.4K2026-10-16
Braun-Bostich & Associates Inc.
DECREASED113,279114,658-1,379-1%$7.8M$7.8M+$47.8K2026-10-20
Sunrise Financial Services, LLC
INCREASED112,980102,385+10,595+10%$7.0M$7.8M+$861.7K2026-10-21
Wealth Quarterback LLC
INCREASED112,435108,719+3,716+3%$7.4M$7.8M+$393.3K2026-10-20
Optivise Advisory Services LLC
INCREASED110,46475,232+35,232+47%$5.1M$7.7M+$2.5M2026-10-19
Verus Capital Partners, LLC
DECREASED110,058111,782-1,724-2%$7.6M$7.6M+$20.3K2026-11-03
Rainier Family Wealth Inc
NEW110,057—+110,057——$7.6M—2026-11-02
Advus Financial Partners, LLC
DECREASED109,819118,929-9,110-8%$8.1M$7.6M-$482.3K2026-10-20
Goodman Advisory Group, LLC
DECREASED109,258163,066-53,808-33%$11.1M$7.6M-$3.5M2026-11-02
Emergent Wealth Advisors, LLC
INCREASED109,225105,471+3,754+4%$7.2M$7.6M+$353.6K2026-10-09
WJ Wealth Management, LLC
INCREASED108,021106,052+1,969+2%$7.2M$7.5M+$268.9K2026-11-03
Ashton Thomas Securities, LLC
DECREASED107,481109,677-2,196-2%$7.5M$7.5M-$8.8K2026-10-26
GW Henssler & Associates LTD
INCREASED107,196104,346+2,850+3%$7.1M$7.4M+$327.9K2026-10-26
Arch Global Advisors, LLC
INCREASED107,193105,939+1,254+1%$7.2M$7.4M+$219.3K2026-10-23
Uptick Partners, LLC
INCREASED104,068101,873+2,195+2%$6.9M$7.2M+$279.4K2026-11-04
Integrity Advisory Solutions, LLC
INCREASED103,25193,269+9,982+11%$6.3M$7.2M+$808.0K2026-10-29
Hoxton Planning & Management, LLC
INCREASED103,156100,367+2,789+3%$6.8M$7.1M+$318.6K2026-10-15
Keystone Wealth Services, LLC
INCREASED99,49998,098+1,401+1%$6.7M$6.9M+$229.6K2026-11-03
FFG Retirement Advisors LLC
INCREASED99,08497,427+1,657+2%$6.6M$6.9M+$236.5K2026-10-20
TritonPoint Partners, LLC
INCREASED96,26310,496+85,767+817%$713.8K$6.7M+$6.0M2026-11-05
Creative Financial Designs Inc
INCREASED95,96289,112+6,850+8%$6.1M$6.6M+$585.8K2026-11-04
Legacy Advisory Services, LLC
INCREASED95,42668,828+26,598+39%$4.7M$6.6M+$1.9M2026-10-20
Arcadia Wealth Management, LLC
INCREASED94,37438,486+55,888+145%$2.6M$6.5M+$3.9M2026-10-22
Asset One Wealth Management LLC
NEW94,279—+94,279——$6.5M—2026-11-02
Beacon Financial Planning, Inc
INCREASED92,84292,373+469+1%$6.3M$6.4M+$148.0K2026-11-04
Spire Wealth Management
INCREASED92,58088,621+3,959+4%$6.0M$6.4M+$384.9K2026-10-30
Portfolio Resources Advisor Group, Inc.
DECREASED89,51390,877-1,364-1%$6.2M$6.2M+$19.1K2026-10-20
XY Planning Network, Inc.
INCREASED89,30877,229+12,079+16%$5.3M$6.2M+$933.1K2026-10-14
Oppenheimer & Co Inc
INCREASED89,14481,709+7,435+9%$5.6M$6.2M+$617.1K2026-10-26
Advisory Solutions Group, LLC
INCREASED88,11236,714+51,398+140%$2.5M$6.1M+$3.6M2026-10-14
Tempus Wealth Planning, LLC
INCREASED84,91361,184+23,729+39%$4.2M$5.9M+$1.7M2026-10-14
Armor Investment Advisors, LLC
INCREASED83,43081,390+2,040+3%$5.5M$5.8M+$243.0K2026-10-27
Smart Wealth LLC
INCREASED81,67566,537+15,138+23%$4.5M$5.7M+$1.1M2026-11-04
Fifth Third Bancorp
DECREASED80,25185,218-4,967-6%$5.8M$5.6M-$237.5K2026-11-05
Curtis Advisory Group, LLC
INCREASED79,94779,012+935+1%$5.4M$5.5M+$163.5K2026-10-28
SAX Wealth Advisors, LLC
INCREASED79,90261,864+18,038+29%$3.6M$5.5M+$1.9M2026-10-13
Dynamic Advisor Solutions LLC
INCREASED79,86578,369+1,496+2%$5.3M$5.5M+$201.5K2026-10-13
Commonwealth Retirement Investments LLC
INCREASED79,32473,637+5,687+8%$5.0M$5.5M+$486.0K2026-10-26
Trinity Wealth Management, LLC
DECREASED77,86278,133-2710%$5.3M$5.4M+$78.9K2026-10-13
Clear Wave Wealth Management LLC
DECREASED77,20895,995-18,787-20%$6.5M$5.3M-$1.2M2026-11-04
Financial Designs Corp
INCREASED77,18014,136+63,044+446%$961.4K$5.3M+$4.4M2026-10-09
ERn Financial, LLC
INCREASED76,23576,093+142+0%$5.2M$5.3M+$105.0K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED76,19774,659+1,538+2%$5.1M$5.3M+$199.8K2026-11-05
Clear Creek Financial Management, LLC
INCREASED75,73671,014+4,722+7%$4.8M$5.2M+$415.8K2026-10-28
WealthPoint Financial, LLC
DECREASED74,65076,506-1,856-2%$5.2M$5.2M-$32.9K2026-11-03
Milestone Asset Management, LLC
DECREASED72,206113,015-40,809-36%$7.7M$5.0M-$2.7M2026-10-15
Mather Group, Llc.
INCREASED70,86965,491+5,378+8%$4.5M$4.9M+$454.4K2026-10-14
Zenith Solutions, Inc.
DECREASED69,40469,864-460-1%$4.8M$4.8M+$55.5K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED67,81563,748+4,067+6%$4.3M$4.7M+$361.4K2026-10-26
Avior Wealth Management, LLC
DECREASED67,65073,100-5,450-7%$5.0M$4.7M-$286.1K2026-10-13
FSA Wealth Partners, Inc.
INCREASED64,57052,287+12,283+23%$3.6M$4.5M+$916.1K2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED63,74162,211+1,530+2%$4.2M$4.4M+$219.2K2026-10-13
Wavvest Wealth LLC
NEW62,586—+62,586——$4.3M—2026-10-21
BCU Wealth Advisors, LLC
INCREASED59,97159,925+46+0%$4.1M$4.2M+$78.1K2026-10-16
Private Client Services, LLC
INCREASED57,88255,097+2,785+5%$3.7M$4.0M+$261.8K2026-10-02
Connecticut Capital Management Group, LLC
DECREASED57,74359,199-1,456-2%$4.0M$4.0M-$26.9K2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED56,75554,588+2,167+4%$3.7M$3.9M+$218.3K2026-11-04
Omni 360 Wealth, Inc.
INCREASED55,89255,004+888+2%$3.7M$3.9M+$130.3K2026-10-13
TD Waterhouse Canada Inc.
DECREASED54,36554,406-410%$3.7M$3.8M+$104.6K2026-10-16
United Advisor Group, LLC
INCREASED54,17051,680+2,490+5%$3.5M$3.8M+$237.0K2026-11-03
WealthPLAN Partners, LLC
DECREASED53,49155,539-2,048-4%$3.8M$3.7M-$72.4K2026-10-15
Private Trust Co NA
INCREASED53,07147,208+5,863+12%$3.2M$3.7M+$465.1K2026-10-20
FWG Investments, Llc.
INCREASED53,06240,440+12,622+31%$2.8M$3.7M+$924.7K2026-11-03
Alternative Investment Advisors, Llc.
DECREASED52,831146,582-93,751-64%$10.0M$3.7M-$6.3M2026-11-03
Tableaux LLC
INCREASED52,52152,057+464+1%$3.5M$3.6M+$97.2K2026-10-23
Two West Capital Advisors LLC
INCREASED50,84047,252+3,588+8%$3.2M$3.5M+$364.6K2026-10-15
Rossby Financial, LCC
INCREASED50,48814,109+36,379+258%$959.6K$3.5M+$2.5M2026-11-05
AlphaCore Capital LLC
INCREASED50,467220+50,247+22840%$15.0K$3.5M+$3.5M2026-11-04
Visionary Horizons, LLC
INCREASED50,25744,181+6,076+14%$3.0M$3.5M+$476.0K2026-10-22
Vicus Capital
INCREASED48,72938,956+9,773+25%$2.6M$3.4M+$725.6K2026-11-05
Wedbush Securities Inc
DECREASED48,02757,667-9,640-17%$3.9M$3.3M-$596.0K2026-10-22
J.M. Arbour, LLC
DECREASED47,95949,428-1,469-3%$3.4M$3.3M-$40.0K2026-11-05
Sanchez Gaunt Capital Management, LLC
DECREASED47,81048,014-2040%$3.3M$3.3M+$45.9K2026-11-03
Capital Squared Financial LLC
INCREASED45,71741,385+4,332+10%$2.8M$3.2M+$351.8K2026-10-30
Interchange Capital Partners, LLC
DECREASED45,69346,490-797-2%$3.2M$3.2M+$3.4K2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED45,63645,820-1840%$3.1M$3.2M+$44.5K2026-10-13
Compound Planning, Inc.
DECREASED45,52349,693-4,170-8%$3.4M$3.2M-$226.7K2026-11-05
PUREfi Wealth, LLC
INCREASED44,70844,238+470+1%$3.0M$3.1M+$87.9K2026-10-19
W Advisors, LLC
INCREASED44,52144,243+278+1%$3.0M$3.1M+$74.6K2026-11-02
Sutton Place Investors LLC
DECREASED44,32744,451-1240%$3.0M$3.1M+$47.0K2026-10-20
Merkkuri Wealth Advisors LLC
DECREASED43,90644,521-615-1%$3.0M$3.0M+$13.0K2026-11-03
Titleist Asset Management, LLC
INCREASED43,40639,533+3,873+10%$2.7M$3.0M+$317.7K2026-10-08
RCW Management, LLC
INCREASED43,06141,686+1,375+3%$2.8M$3.0M+$147.4K2026-10-30
PCG Asset Management, LLC
NEW42,715—+42,715——$3.0M—2026-11-05
Fairvoy Private Wealth, LLC
INCREASED42,07034,516+7,554+22%$2.3M$2.9M+$566.3K2026-10-19
Accelerate Investment Advisors LLC
INCREASED42,05639,287+2,769+7%$2.7M$2.9M+$240.8K2026-11-02
Lloyd Advisory Services, Llc.
INCREASED41,46130,279+11,182+37%$2.1M$2.9M+$812.3K2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED40,82584,803-43,978-52%$5.8M$2.8M-$2.9M2026-10-08
Signature Wealth Management Partners, LLC
INCREASED40,72027,822+12,898+46%$1.9M$2.8M+$928.1K2026-10-21
Cassilly Financial Group LLC
INCREASED40,18439,323+861+2%$2.7M$2.8M+$108.8K2026-10-07
JFS Wealth Advisors, LLC
DECREASED39,65441,113-1,459-4%$2.8M$2.7M-$49.6K2026-11-03
Semus Wealth Partners LLC
INCREASED39,41336,828+2,585+7%$2.5M$2.7M+$225.1K2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED39,21034,822+4,388+13%$2.4M$2.7M+$347.5K2026-10-28
Kentucky Trust Co
INCREASED38,92634,591+4,335+13%$2.4M$2.7M+$343.5K2026-10-15
Weaver Consulting Group
INCREASED38,28728,965+9,322+32%$2.0M$2.7M+$681.9K2026-10-07
Beacon Financial Advisory LLC
INCREASED37,93236,854+1,078+3%$2.5M$2.6M+$120.7K2026-10-16
Alterna Wealth Management, Inc
INCREASED37,87636,878+998+3%$2.5M$2.6M+$115.2K2026-10-27
Raleigh Capital Management Inc.
INCREASED37,38335,637+1,746+5%$2.4M$2.6M+$165.5K2026-10-28
MKT Advisors LLC
DECREASED37,20838,610-1,402-4%$2.6M$2.6M+$11.0K2026-10-20
Horizon Wealth Management, LLC
DECREASED37,03239,757-2,725-7%$2.7M$2.6M-$139.0K2026-11-02
First Citizens Financial Corp
DECREASED36,85837,725-867-2%$2.6M$2.6M-$12.9K2026-10-02
Integrated Wealth Management
INCREASED36,47736,281+196+1%$2.5M$2.5M+$58.9K2026-10-19
M Holdings Securities, Inc.
DECREASED35,96837,800-1,832-5%$2.5K$2.4K-$1022026-11-03
Wealthcare Advisory Partners LLC
INCREASED35,65430,763+4,891+16%$2.1M$2.5M+$377.2K2026-10-21
Northland Securities, Inc.
DECREASED35,08435,659-575-2%$2.4M$2.4M+$4.8K2026-11-02
Signal Advisors Wealth, LLC
DECREASED35,07236,428-1,356-4%$2.5M$2.4M-$48.4K2026-10-13
Latitude Advisors, LLC
DECREASED34,26236,067-1,805-5%$2.5M$2.4M-$79.9K2026-10-27
Silverlake Wealth Management LLC
INCREASED33,43816,570+16,868+102%$1.1M$2.3M+$1.2M2026-10-21
Lantern Wealth Advisors, LLC
INCREASED32,95831,759+1,199+4%$2.2M$2.3M+$122.7K2026-10-22
Ballast Rock Private Wealth LLC
INCREASED31,95627,742+4,214+15%$1.9M$2.2M+$326.5K2026-10-26
Key Capital Management, Inc
INCREASED31,49823,300+8,198+35%$1.6M$2.2M+$596.9K2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED31,41329,919+1,494+5%$2.0M$2.2M+$140.9K2026-10-16
Parsons Capital Management Inc
INCREASED31,04816,388+14,660+89%$1.1M$2.2M+$1.0M2026-10-28
Asempa Wealth Advisors
INCREASED31,04429,557+1,487+5%$2.0M$2.2M+$147.1K2026-10-07
Aspire Private Capital, LLC
DECREASED30,64431,194-550-2%$2.1M$2.1M+$8932026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED30,60831,299-691-2%$2.1M$2.1M-$8.7K2026-10-16
Traveka Wealth, LLC
INCREASED29,61127,069+2,542+9%$1.8M$2.1M+$209.9K2026-10-19
Goldstein Advisors, LLC
DECREASED28,86328,986-1230%$2.0M$2.0M+$27.7K2026-10-15
NWF Advisory Services Inc.
INCREASED28,48026,594+1,886+7%$1.8M$2.0M+$163.9K2026-10-19
RDA Financial Network
DECREASED27,44928,452-1,003-4%$1.9M$1.9M-$33.9K2026-10-15
Apollon Financial, LLC
INCREASED27,15823,426+3,732+16%$1.6M$1.9M+$287.7K2026-10-23
Avantra Family Wealth, Inc.
INCREASED26,48426,192+292+1%$1.8M$1.8M+$53.0K2026-10-20
Davenport & Co LLC
INCREASED26,40924,903+1,506+6%$1.7M$1.8M+$135.5K2026-10-14
ASL Financial, LLC
INCREASED26,36917,922+8,447+47%$1.2M$1.8M+$607.4K2026-10-15
Stackstone Wealth, LLC
NEW26,228—+26,228——$1.8M—2026-10-19
LifeSteps Financial, Inc.
INCREASED25,8723,052+22,820+748%$207.6K$1.8M+$1.6M2026-10-15
Sowell Financial Services LLC
INCREASED25,76723,186+2,581+11%$1.6M$1.8M+$207.8K2026-10-23
Retirement Planning Group, LLC
INCREASED24,86524,862+3+0%$1.7M$1.7M+$31.3K2026-10-19
Adirondack Trust Co
INCREASED24,48122,896+1,585+7%$1.6M$1.7M+$138.4K2026-10-14
Cape Investment Advisory, Inc.
INCREASED24,22019,897+4,323+22%$1.4M$1.7M+$324.3K2026-10-13
Fifth Third Securities, Inc.
NEW24,181—+24,181——$1.7M—2026-10-21
BigSur Wealth Management LLC
UNCHANGED24,17324,17300%$1.6M$1.7M+$30.2K2026-10-13
MSH Capital Advisors LLC
DECREASED24,01424,510-496-2%$1.7M$1.7M-$3.7K2026-11-03
D.A. Davidson & Co.
INCREASED23,60021,546+2,054+10%$1.5M$1.6M+$169.2K2026-10-28
John W. Brooker & Co., CPAs
DECREASED23,39226,955-3,563-13%$1.8M$1.6M-$213.1K2026-10-21
Worth Financial Advisory Group, LLC
INCREASED23,30922,282+1,027+5%$1.5M$1.6M+$99.0K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED23,26618,805+4,461+24%$1.3M$1.6M+$332.5K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED23,11623,149-330%$1.6M$1.6M+$26.7K2026-11-04
Richmond Investment Services, LLC
INCREASED23,00022,598+402+2%$1.5M$1.6M+$56.1K2026-10-29
Parkway Wealth Management Group, LLC
INCREASED22,98516,825+6,160+37%$1.1M$1.6M+$447.6K2026-10-20
US Bancorp \de\
DECREASED22,41644,848-22,432-50%$3.1M$1.6M-$1.5M2026-11-05
Lionsbridge Wealth Management LLC
DECREASED22,04724,083-2,036-8%$1.6M$1.5M-$110.9K2026-10-26
Legacy Wealth Partners, LLC
INCREASED21,92021,159+761+4%$1.4M$1.5M+$79.2K2026-10-15
Avestar Capital, LLC
NEW21,777—+21,777——$1.5M—2026-10-28
Nations Financial Group Inc,
INCREASED21,73214,945+6,787+45%$1.0M$1.5M+$488.8K2026-11-05
Lido Advisors, LLC
NEW21,665—+21,665——$1.5M—2026-11-04
Rubicon Advisors, GP
DECREASED21,60222,406-804-4%$1.5M$1.5M-$27.7K2026-10-23
Elevated Capital Advisors, LLC
INCREASED21,35719,046+2,311+12%$1.3M$1.5M+$183.8K2026-11-04
Carmel Capital Partners, LLC
NEW21,274—+21,274——$1.5M—2026-11-03
Aegis Wealth Management, Inc.
INCREASED21,03016,326+4,704+29%$1.1M$1.5M+$346.2K2026-10-26
Signature Equity Partners, LLC
INCREASED20,6051,102+19,503+1770%$74.9K$1.4M+$1.4M2026-10-29
MN Wealth Advisors, LLC
INCREASED20,59919,897+702+4%$1.4M$1.4M+$73.5K2026-10-23
Balance Wealth Partners LLC
DECREASED20,36020,380-200%$1.4M$1.4M+$24.1K2026-10-27
Marino, Stram & Associates LLC
INCREASED20,09317,507+2,586+15%$1.2M$1.4M+$200.9K2026-10-22
Flagship Private Wealth, LLC
INCREASED19,59917,771+1,828+10%$1.2M$1.4M+$148.8K2026-11-05
Cooper Financial Group
DECREASED19,42719,804-377-2%$1.3M$1.3M-$1.4K2026-10-07
PKS Advisory Services, LLC
UNCHANGED18,83318,83300%$1.3M$1.3M$02026-10-26
LexAurum Advisors, LLC
INCREASED18,56918,566+3+0%$1.3M$1.3M+$23.4K2026-10-19
Mainstream Capital Management LLC
INCREASED18,4055,768+12,637+219%$392.3K$1.3M+$882.4K2026-10-23
Roxbury Financial LLC
INCREASED17,97916,195+1,784+11%$1.1M$1.2M+$143.8K2026-10-01
Magnus Financial Group LLC
NEW17,770—+17,770——$1.2M—2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED17,62417,115+509+3%$1.2M$1.2M+$56.7K2026-10-23
Castleview Partners, LLC
INCREASED17,17212,446+4,726+38%$846.5K$1.2M+$342.9K2026-10-09
Oregon Pacific Wealth Management, LLC
INCREASED16,13516,123+12+0%$1.1M$1.1M+$21.0K2026-10-20
RCS Financial Planning, LLC
DECREASED15,94517,362-1,417-8%$1.2M$1.1M-$76.4K2026-10-14
Mission Wealth Management, LP
UNCHANGED15,84015,84000%$1.1M$1.1M+$19.8K2026-10-15
Sound Income Strategies, LLC
DECREASED15,66729,389-13,722-47%$2.0M$1.1M-$900.3K2026-10-09
Kraft, Davis & Associates, LLC
INCREASED15,3455,531+9,814+177%$370.8K$1.1M+$689.7K2026-10-21
Blueprint Investment Partners LLC
INCREASED15,29712,712+2,585+20%$864.5K$1.1M+$194.9K2026-10-28
Blueprint Financial Advisors LLC
INCREASED15,15012,712+2,438+19%$864.5K$1.0M+$184.7K2026-10-28
Hutchens & Kramer Investment Management Group, LLC
DECREASED15,13215,663-531-3%$1.1M$1.0M-$17.2K2026-10-16
Lockerman Financial Group, Inc.
INCREASED14,89713,808+1,089+8%$939.1K$1.0M+$92.7K2026-10-19
BAM Wealth Management, LLC
DECREASED14,82117,519-2,698-15%$1.2M$1.0M-$165.0K2026-10-15
Fulcrum Equity Management
INCREASED14,71413,456+1,258+9%$915.1K$1.0M+$104.0K2026-10-21
Americana Partners, LLC
INCREASED14,59414,572+22+0%$991.1K$1.0M+$19.7K2026-10-28
Quartz Partners, LLC
INCREASED14,51914,236+283+2%$968.2K$1.0M+$37.4K2026-11-03
Blue Capital, Inc.
DECREASED14,25414,515-261-2%$987.2K$987.3K+$932026-10-13
Bison Wealth, LLC
DECREASED13,99314,257-264-2%$965.9K$985.1K+$19.2K2026-10-13
Iams Wealth Management, LLC
NEW13,892—+13,892——$962.2K—2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED13,80513,510+295+2%$918.8K$956.2K+$37.4K2026-10-15
Riverbend Wealth Management, LLC
DECREASED13,66313,945-282-2%$948.4K$946.3K-$2.1K2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED13,20114,201-1,000-7%$226.7K$272.6K+$45.9K2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED12,96312,001+962+8%$816.2K$897.8K+$81.6K2026-10-16
Wealth Preservation Advisors, LLC
NEW12,890—+12,890——$892.8K—2026-11-05
Atlatl Advisers LLC
DECREASED12,74513,137-392-3%$893.4K$882.7K-$10.7K2026-10-22
Pacific Excel Wealth Advisors, Inc.
INCREASED12,4507,640+4,810+63%$519.6K$862.1K+$342.5K2026-10-27
Accurate Wealth Management, LLC
INCREASED12,21511,762+453+4%$801.5K$858.3K+$56.9K2026-10-20
Midwest Financial Network, LLC
INCREASED12,17810,525+1,653+16%$715.8K$843.5K+$127.7K2026-10-13
Spinnaker Investment Group, LLC
DECREASED11,89612,378-482-4%$841.8K$823.9K-$17.9K2026-10-13
Stirlingshire Investments, Inc.
INCREASED11,72210,784+938+9%$733.4K$811.9K+$78.4K2026-11-05
Crusonia Wealth Advisors LLC
DECREASED11,47612,897-1,421-11%$877.1K$794.8K-$82.3K2026-10-26
International Assets Investment Management, LLC
INCREASED10,3509,966+384+4%$672.7K$719.3K+$46.5K2026-11-02
Capital Advisors, Ltd. LLC
INCREASED10,2849,813+471+5%$667.0K$712.0K+$45.0K2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED9,9329,811+121+1%$667.2K$687.9K+$20.6K2026-10-13
LongView Wealth Management
DECREASED9,8769,878-20%$671.8K$684.0K+$12.2K2026-10-19
Elevation Wealth Management LLC
DECREASED9,8119,874-63-1%$671.5K$679.5K+$8.0K2026-11-02
SeaCrest Wealth Management, LLC
DECREASED9,7189,821-103-1%$667.9K$673.1K+$5.2K2026-10-21
Evolution Wealth Management Inc.
DECREASED9,65413,419-3,765-28%$912.6K$668.6K-$244.0K2026-10-28
Strategy Asset Managers LLC
DECREASED9,37310,245-872-9%$696.8K$649.2K-$47.6K2026-10-14
WealthPlan Investment Management, LLC
INCREASED9,2308,418+812+10%$572.5K$639.3K+$66.8K2026-10-15
Patten & Patten Inc
NEW9,209—+9,209——$637.8K—2026-10-26
CPR Investments Inc.
NEW8,891—+8,891——$615.8K—2026-10-26
Bryant Woods Investment Advisors, LLC
INCREASED8,5055,775+2,730+47%$392.7K$589.1K+$196.4K2026-10-26
Rede Wealth, LLC
DECREASED8,39020,471-12,081-59%$1.4M$581.1K-$811.1K2026-10-22
Kestra Investment Management, LLC
DECREASED8,38216,480-8,098-49%$1.1M$580.5K-$540.3K2026-11-04
Stewardship Advisors, LLC
INCREASED8,3077,666+641+8%$521.4K$575.3K+$54.0K2026-10-20
Centennial Advisors, LLC
INCREASED8,3007,004+1,296+19%$476.3K$574.9K+$98.5K2026-10-21
Entrewealth, LLC
INCREASED8,2958,070+225+3%$561.2K$574.5K+$13.3K2026-10-14
Soltis Investment Advisors LLC
NEW8,256—+8,256——$571.8K—2026-10-28
Krilogy Financial LLC
NEW8,136—+8,136——$572.8K—2026-10-13
Objective Capital Management, LLC
INCREASED8,0225,710+2,312+40%$388.4K$555.6K+$167.3K2026-10-13
Advisor OS, LLC
DECREASED8,01211,749-3,737-32%$799.0K$554.9K-$244.1K2026-11-03
AA Financial Advisors, LLC
INCREASED8,0076,501+1,506+23%$442.1K$554.5K+$112.4K2026-10-19
Atlas Brown,Inc.
INCREASED7,8146,631+1,183+18%$451.0K$541.2K+$90.2K2026-10-09
TFB Advisors LLC
DECREASED7,6217,662-41-1%$521.1K$527.8K+$6.7K2026-11-02
Islay Capital Management, LLC
INCREASED7,6046,275+1,329+21%$426.8K$526.7K+$99.9K2026-10-20
World Equity Group, Inc.
DECREASED7,56419,545-11,981-61%$1.3M$523.9K-$805.4K2026-10-14
Heritage Family Offices, LLP
DECREASED7,5537,640-87-1%$519.6K$523.1K+$3.5K2026-11-02
E&G Advisors, LLC
DECREASED7,4107,528-118-2%$512.0K$513.2K+$1.2K2026-10-13
Chilton Capital Management LLC
NEW7,124—+7,124——$493.4K—2026-10-28
Mosley Wealth Management
DECREASED7,0347,894-860-11%$536.9K$488.5K-$48.4K2026-10-16
ADG Wealth Management Group, LLC
NEW6,842—+6,842——$473.9K—2026-10-23
Veracity Capital LLC
DECREASED6,7796,914-135-2%$470.2K$469.5K-$7072026-10-08
Integrity Wealth Partners, LLC
NEW6,767—+6,767——$468.7K—2026-10-14
RHS Financial, LLC
INCREASED6,7655,772+993+17%$392.6K$468.5K+$76.0K2026-10-13
Investment Partners Asset Management, Inc.
INCREASED6,4675,902+565+10%$401.4K$447.9K+$46.5K2026-10-09
Team Financial Group, LLC
INCREASED6,4655,762+703+12%$391.9K$447.8K+$55.9K2026-10-30
Adelphi Trust Co
UNCHANGED6,0916,09100%$414.2K$421.9K+$7.6K2026-10-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED6,0656,06500%$412.5K$420.1K+$7.6K2026-10-15
Moneco Advisors, LLC
INCREASED6,0384,398+1,640+37%$299.1K$418.2K+$119.1K2026-11-05
Simon Quick Advisors, LLC
UNCHANGED5,9535,95300%$404.9K$412.3K+$7.4K2026-10-26
Winthrop Advisory Group LLC
DECREASED5,9496,239-290-5%$424.3K$412.0K-$12.3K2026-10-22
Macroview Investment Management LLC
INCREASED5,6524,660+992+21%$316.9K$391.5K+$74.5K2026-10-26
Kelly Financial Group LLC
DECREASED5,6205,865-245-4%$398.9K$389.2K-$9.6K2026-10-16
Sentinel Pension Advisors, LLC
INCREASED5,5994,975+624+13%$333.3K$387.8K+$54.5K2026-11-02
Kingdom Financial Group Llc.
DECREASED5,4905,747-257-4%$390.9K$380.3K-$10.6K2026-11-04
Global Financial Private Client, LLC
UNCHANGED5,3135,31300%$361.3K$368.0K+$6.6K2026-10-15
AdvisorNet Financial, Inc
INCREASED5,2823,603+1,679+47%$245.0K$366.8K+$121.7K2026-10-15
Facet Wealth, Inc.
DECREASED5,2726,401-1,129-18%$435.3K$365.1K-$70.2K2026-11-04
StoneX Group Inc.
DECREASED5,23716,125-10,888-68%$1.1M$362.7K-$733.3K2026-11-03
MBL Wealth, LLC
INCREASED5,1803,700+1,480+40%$251.6K$358.8K+$107.1K2026-10-22
Vavra Capital Management, LLC
DECREASED4,96314,499-9,536-66%$986.1K$343.7K-$642.3K2026-10-14
Midwest Heritage Bank, FSB
UNCHANGED4,7454,74500%$322.7K$328.6K+$5.9K2026-10-26
Tucker Asset Management LLC
INCREASED4,6884,180+508+12%$284.3K$324.7K+$40.4K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED4,6014,568+33+1%$310.7K$318.7K+$8.0K2026-11-04
Westover Capital Advisors, LLC
INCREASED4,5543,698+856+23%$251.5K$315.4K+$63.9K2026-10-26
Tortuga Wealth Management, Inc
NEW4,526—+4,526——$313.9K—2026-10-27
Professional Financial Advisors, LLC
DECREASED4,4975,523-1,026-19%$375.6K$311.5K-$64.2K2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED4,4174,415+2+0%$300.3K$305.9K+$5.6K2026-11-05
Allegiance Financial Group Advisory Services LLC
UNCHANGED4,4164,41600%$300.3K$305.9K+$5.5K2026-11-02
Scarborough Advisors, LLC
DECREASED4,255657,439-653,184-99%$43.8M$294.7K-$43.5M2026-10-16
Ritholtz Wealth Management
NEW4,222—+4,222——$292.4K—2026-11-05
Western Financial Corp
DECREASED4,1894,277-88-2%$290.9K$290.1K-$7452026-10-14
Madson Wealth Advisors Inc
DECREASED4,0789,601-5,523-58%$653.0K$282.4K-$370.6K2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED3,9353,930+5+0%$267.3K$272.5K+$5.3K2026-11-02
Bdfs Capital LLC
DECREASED3,8074,134-327-8%$281.2K$263.7K-$17.5K2026-10-14
Nicollet Investment Management, Inc.
NEW3,661—+3,661——$254.0K—2026-10-14
Vaquero Private Wealth, LTD
DECREASED3,62718,016-14,389-80%$1.2M$251.2K-$974.1K2026-10-27
Prosperity Planning, Inc.
DECREASED3,5883,777-189-5%$256.9K$248.5K-$8.4K2026-10-09
Stanich Group LLC
DECREASED3,5753,697-122-3%$251.4K$247.6K-$3.8K2026-10-16
Trail Ridge Investment Advisors, LLC
INCREASED3,5183,513+5+0%$238.9K$243.7K+$4.7K2026-10-16
Fiduciary Alliance LLC
DECREASED3,5114,629-1,118-24%$314.8K$243.2K-$71.6K2026-10-13
Procyon Advisors, LLC
DECREASED3,4843,810-326-9%$259.1K$241.3K-$17.8K2026-10-21
Victory Financial Group, LLC
NEW3,483—+3,483——$241.2K—2026-10-27
Opal Wealth Advisors, LLC
DECREASED3,4793,486-70%$237.1K$241.0K+$3.9K2026-10-16
Signaturefd, LLC
UNCHANGED3,4613,46100%$235.4K$239.7K+$4.3K2026-10-23
Plan Group Financial, LLC
DECREASED3,4574,203-746-18%$285.9K$238.7K-$47.2K2026-10-22
Partners Wealth Management, LLC
NEW3,422—+3,422——$237.0K—2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED3,4183,208+210+7%$218.2K$236.7K+$18.6K2026-10-08
Arwa LLC
DECREASED3,41749,840-46,423-93%$3.4M$240.1K-$3.1M2026-10-21
Wellment Financial
DECREASED3,3833,587-204-6%$244.0K$234.3K-$9.6K2026-10-28
Redwood Financial Network Corp
DECREASED3,3783,389-110%$230.5K$233.9K+$3.4K2026-11-03
Donor Advised Charitable Giving, Inc.
NEW3,367—+3,367——$233.2K—2026-10-28
Prosperitas Financial LLC
NEW3,367—+3,367——$233.2K—2026-10-28
Forvis Mazars Wealth Advisors, LLC
NEW3,331—+3,331——$230.7K—2026-10-13
Merited Wealth, LLC
DECREASED3,3103,437-127-4%$233.8K$229.3K-$4.5K2026-10-13
Pines Wealth Management, LLC
DECREASED3,2963,303-70%$224.6K$228.3K+$3.6K2026-10-21
Financial Partners Group, Inc
DECREASED3,2793,327-48-1%$226.2K$227.1K+$8912026-10-19
Reap Financial Group, LLC
UNCHANGED3,2653,26500%$222.0K$226.1K+$4.1K2026-11-02
Oasis Advisors, LLC
NEW3,261—+3,261——$225.9K—2026-10-16
Avail Investment Partners, LLC
DECREASED3,1793,231-52-2%$219.7K$220.2K+$4382026-10-16
Investment Research Partners LLC
DECREASED3,1793,231-52-2%$219.7K$220.2K+$4382026-10-19
KPP Advisory Services LLC
DECREASED3,1636,171-3,008-49%$419.7K$219.1K-$200.6K2026-10-26
Next Level Private LLC
INCREASED3,1573,013+144+5%$204.9K$218.7K+$13.7K2026-10-20
TrueWealth Advisors, LLC
DECREASED3,1403,769-629-17%$256.3K$217.5K-$38.9K2026-10-09
Quantify Chaos Advisors, LLC
INCREASED3,1333,062+71+2%$208.2K$217.0K+$8.8K2026-11-04
Evergreen Capital Management LLC
UNCHANGED3,1123,11200%$211.6K$215.5K+$3.9K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED3,0952,803+292+10%$190.6K$214.4K+$23.7K2026-11-02
Amplius Wealth Advisors, LLC
NEW3,061—+3,061——$212.0K—2026-10-20
Axxcess Wealth Management, LLC
NEW3,042—+3,042——$210.7K—2026-10-21
Forteris Wealth Management Inc.
NEW2,972—+2,972——$205.8K—2026-10-13
Pacific Asset Management, LLC
NEW2,923—+2,923——$202.4K—2026-10-15
Jnba Financial Advisors
INCREASED2,891765+2,126+278%$52.0K$200.2K+$148.2K2026-11-03
Reicon Wealth Advisors, LLC
NEW2,886—+2,886——$199.9K—2026-11-04
Montgomery Financial Services LLC
INCREASED2,777933+1,844+198%$63.5K$192.3K+$128.9K2026-11-03
Vermillion Wealth Management, Inc.
DECREASED2,62513,820-11,195-81%$939.9K$181.8K-$758.1K2026-10-26
Gilpin Wealth Management, LLC
INCREASED2,6041,454+1,150+79%$98.9K$180.4K+$81.5K2026-10-09
Wells Financial Advisors Inc
DECREASED2,5906,163-3,573-58%$419.1K$179.4K-$239.8K2026-11-02
Lanark Financial, Inc.
INCREASED2,4842,088+396+19%$142.0K$172.0K+$30.0K2026-10-26
Clark Wealth Partners
DECREASED2,2142,272-58-3%$154.5K$153.3K-$1.2K2026-10-19
Harbor Investment Advisory, LLC
INCREASED2,2022,175+27+1%$147.9K$152.5K+$4.6K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED1,6941,425+269+19%$96.9K$117.3K+$20.4K2026-11-05
Larson Financial Group LLC
INCREASED1,4371,286+151+12%$87.5K$99.5K+$12.1K2026-11-05
Root Financial Partners, LLC
NEW1,356—+1,356——$93.9K—2026-10-21
Advocate Investing Services LLC
INCREASED1,3481,335+13+1%$90.8K$93.4K+$2.6K2026-10-26
UMB Private Wealth Management, LLC
NEW1,225—+1,225——$84.8K—2026-10-19
Clayton Financial Group LLC
NEW1,216—+1,216——$84.2K—2026-10-13
Harbor Asset Planning, Inc.
INCREASED1,1231,120+3+0%$76.2K$77.8K+$1.6K2026-10-23
Tompkins Financial Corp
UNCHANGED1,1051,10500%$75.2K$76.5K+$1.4K2026-10-05
Abound Wealth Management
INCREASED1,056351+705+201%$23.9K$73.1K+$49.2K2026-10-26
Buck Wealth Strategies, LLC
NEW1,037—+1,037——$71.8K—2026-10-28
Laurel Wealth Advisors LLC
NEW1,000—+1,000——$69.3K—2026-10-27
Nfsg Corp
UNCHANGED95095000%$64.6K$65.8K+$1.2K2026-10-15
GK Wealth Management LLC
NEW928—+928——$64.3K—2026-10-09
Central Trust Co
DECREASED9281,052-124-12%$71.5K$64.3K-$7.3K2026-11-05
Bank & Trust Co
UNCHANGED90690600%$61.6K$62.8K+$1.1K2026-10-07
Cassaday & Co Wealth Management LLC
DECREASED8521,005-153-15%$68.4K$59.0K-$9.3K2026-10-27
Westside Investment Management, Inc.
UNCHANGED78178100%$53.1K$54.1K+$9762026-11-02
Indiana Trust & Investment Management Co
UNCHANGED75575500%$51.3K$52.3K+$9432026-10-22
Yankcom Partnership
NEW747—+747——$51.7K—2026-10-15
Bokf, NA
DECREASED7383,877-3,139-81%$263.7K$51.1K-$212.6K2026-10-27
StrongBox Wealth, LLC
DECREASED7201,000-280-28%$68.0K$49.9K-$18.1K2026-11-02
Beacon Investment Advisory Services, Inc.
NEW701—+701——$48.6K—2026-10-13
NBH Bank
UNCHANGED57857800%$39.3K$40.0K+$7222026-11-05
Hurley Capital, LLC
UNCHANGED56056000%$38.1K$38.8K+$7792026-11-05
Asset Dedication, LLC
INCREASED532456+76+17%$31.0K$36.8K+$5.8K2026-11-03
Essential Partners LLC
NEW525—+525——$36.4K—2026-10-14
Nemes Rush Group LLC
INCREASED492444+48+11%$30.2K$34.1K+$3.9K2026-11-04
NorthAvenue LLC
UNCHANGED45645600%$31.0K$31.6K+$5702026-10-29
Signature Resources Capital Management, LLC
UNCHANGED43943900%$29.9K$30.4K+$5492026-10-16
Parkside Financial Bank & Trust
UNCHANGED41441400%$28.2K$28.7K+$5172026-10-27
Cullen T Bankers, Inc.
INCREASED376252+124+49%$17.1K$26.0K+$8.9K2026-10-28
Networth Advisors, LLC
DECREASED327342-15-4%$23.3K$22.6K-$6322026-11-03
Center for Financial Planning, Inc.
NEW320—+320——$22.2K—2026-10-26
Godsey & Gibb, Inc
UNCHANGED30730700%$20.9K$21.3K+$3832026-10-14
Elyxium Wealth, LLC
NEW306—+306——$21.2K—2026-10-27
Nova Financial LLC
NEW305—+305——$21.1K—2026-11-04
Downshift Financial, LLC
INCREASED29685+211+248%$5.8K$20.5K+$14.7K2026-10-13
Sfam, LLC
NEW283—+283——$19.6K—2026-11-03
Compass Financial Management LLC
INCREASED282235+47+20%$16.0K$19.5K+$3.5K2026-10-30
Key FInancial Inc
NEW259—+259——$17.9K—2026-11-02
Transce3nd, LLC
NEW245—+245——$17.0K—2026-10-26
First Pacific Financial
UNCHANGED23723700%$16.1K$16.4K+$3302026-10-14
Monetary Solutions, Ltd
UNCHANGED23323300%$15.8K$16.1K+$2922026-10-22
Archer Investment Corp
INCREASED212194+18+9%$13.2K$14.7K+$1.5K2026-11-05
United Community Bank
DECREASED1803,069-2,889-94%$208.7K$12.5K-$196.3K2026-10-28
Trust Co of Vermont
UNCHANGED14614600%$9.9K$10.1K+$1832026-10-21
SJS Investment Consulting Inc.
NEW140—+140——$9.7K—2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED10310300%$7.0K$7.1K+$1292026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED10010000%$6.8K$6.9K+$1252026-10-23
Miller Global Investments, LLC
NEW95—+95——$6.6K—2026-10-02
Avion Wealth
UNCHANGED959500%$6$6$02026-11-04
United Financial Planning Group LLC
NEW86—+86——$6.0K—2026-11-04
Horizon Financial Services, LLC
NEW76—+76——$5.3K—2026-11-04
Register Financial Advisors LLC
UNCHANGED666600%$4.5K$4.6K+$822026-10-23
Simplex Trading, LLC
DECREASED55144-89-62%$9.8K$3.8K-$6.0K2026-11-04
First Horizon Corp
UNCHANGED505000%$3.4K$3.5K+$622026-10-26
Bfsg, LLC
NEW46—+46——$3.2K—2026-10-30
NBT Bank, N.A.
UNCHANGED454500%$3.1K$3.1K+$572026-10-21
Alpine Bank Wealth Management
UNCHANGED444400%$3.0K$3.0K+$552026-10-16
Lynch Investment Planning, LLC
NEW38—+38——$2.6K—2026-10-27
Creative Capital Management Investments LLC
NEW22—+22——$1.5K—2026-10-28
Valley National Advisers Inc
UNCHANGED161600%$1.1K$1.1K+$202026-10-23
Jefferies Financial Group Inc.
CLOSED046,642-46,642-100%$3.2M$0-$3.2M2026-11-05
Lane Brothers & Co Inc
CLOSED015,623-15,623-100%$1.1M$0-$1.1M2026-11-02
Almanack Investment Partners, Llc.
CLOSED010,541-10,541-100%$716.9K$0-$716.9K2026-11-03
Orgel Wealth Management, LLC
CLOSED07,869-7,869-100%$535.2K$0-$535.2K2026-10-14
Cowa, LLC
CLOSED05,172-5,172-100%$351.7K$0-$351.7K2026-10-30
Goelzer Investment Management, Inc.
CLOSED04,232-4,232-100%$287.8K$0-$287.8K2026-10-16
Luminvest Wealth Management LLC
CLOSED03,550-3,550-100%$241.4K$0-$241.4K2026-10-14
CV Advisors LLC
CLOSED03,535-3,535-100%$240.4K$0-$240.4K2026-10-13
180 Wealth Advisors, LLC
CLOSED03,223-3,223-100%$219.2K$0-$219.2K2026-11-03
Fermata Advisors, LLC
CLOSED03,169-3,169-100%$215.5K$0-$215.5K2026-10-13
Waterfront Wealth Inc.
CLOSED03,120-3,120-100%$212.6K$0-$212.6K2026-11-03
B&D White Capital Company, LLC
CLOSED02,956-2,956-100%$201.0K$0-$201.0K2026-11-02
Family Legacy Financial Solutions, LLC
CLOSED01,786-1,786-100%$121.5K$0-$121.5K2026-10-07
Decker Retirement Planning Inc.
CLOSED0956-956-100%$65.0K$0-$65.0K2026-10-19
Cedar Mountain Advisors, LLC
CLOSED0398-398-100%$27.1K$0-$27.1K2026-10-15
Pittenger & Anderson Inc
CLOSED0286-286-100%$19.5K$0-$19.5K2026-11-02
MCF Advisors LLC
CLOSED0184-184-100%$12.5K$0-$12.5K2026-10-28
Birchwood Financial Partners, Inc.
CLOSED0166-166-100%$11.3K$0-$11.3K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED0160-160-100%$11$0-$112026-10-14
CX Institutional
CLOSED0128-128-100%$9$0-$92026-10-02
Founders Capital Management
CLOSED0102-102-100%$6.9K$0-$6.9K2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED049-49-100%$3.3K$0-$3.3K2026-10-27
DecisionPoint Financial, LLC
CLOSED018-18-100%$1.2K$0-$1.2K2026-10-27
Envestnet Asset Management Inc
N/A—113,045,712-113,045,712-100%$7.7B———
LPL Financial LLC
N/A—48,787,074-48,787,074-100%$3.3B———
BlackRock, Inc.
N/A—23,992,247-23,992,247-100%$1.6B———
JPMorgan Chase & Co
N/A—23,668,393-23,668,393-100%$1.6B———
Morgan Stanley
N/A—19,225,934-19,225,934-100%$1.3B———
Ameriprise Financial Inc
N/A—16,214,480-16,214,480-100%$1.1B———
Northwestern Mutual Wealth Management Co
N/A—15,169,385-15,169,385-100%$1.0B———
Bank of America Corp
N/A—12,731,867-12,731,867-100%$865.9M———
Dynasty Wealth Management, LLC
N/A—11,684,774-11,684,774-100%$794.7M———
MML Investors Services, LLC
N/A—9,131,187-9,131,187-100%$621.0M———
Raymond James Financial Inc
N/A—8,352,926-8,352,926-100%$568.1M———
Cetera Investment Advisers
N/A—7,874,124-7,874,124-100%$535.5M———
Envestnet Portfolio Solutions, Inc.
N/A—6,665,461-6,665,461-100%$453.3M———
Wells Fargo & Company
N/A—5,677,609-5,677,609-100%$386.1M———
Merit Financial Group, LLC
N/A—4,521,035-4,521,035-100%$307.5M———
NewEdge Advisors, LLC
N/A—4,366,134-4,366,134-100%$296.9M———
Janney Montgomery Scott LLC
N/A—4,364,364-4,364,364-100%$296.8M———
OneDigital Investment Advisors LLC
N/A—3,957,034-3,957,034-100%$269.1M———
Osaic Holdings, Inc.
N/A—3,872,962-3,872,962-100%$263.5M———
Royal Bank of Canada
N/A—3,601,913-3,601,913-100%$245.0M———
Jones Financial Companies Lllp
N/A—3,090,804-3,090,804-100%$204.5M———
Foundations Investment Advisors, LLC
N/A—2,970,337-2,970,337-100%$202.0M———
Arax Advisory Partners
N/A—2,961,917-2,961,917-100%$201.4M———
Stifel Financial Corp
N/A—2,771,211-2,771,211-100%$188.5M———
Sanctuary Advisors, LLC
N/A—2,669,958-2,669,958-100%$181.6M———
Equitable Holdings, Inc.
N/A—2,561,010-2,561,010-100%$174.2M———
UBS Group AG
N/A—2,226,279-2,226,279-100%$151.4M———
Stratos Wealth Partners, Ltd.
N/A—1,944,759-1,944,759-100%$132.3M———
United Capital Financial Advisors, LLC
N/A—1,829,101-1,829,101-100%$124.5M———
Integrated Wealth Concepts LLC
N/A—1,769,371-1,769,371-100%$120.3M———
Advocacy Wealth Management, LLC
N/A—1,478,143-1,478,143-100%$100.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,451,696-1,451,696-100%$98.8M———
AE Wealth Management LLC
N/A—1,365,967-1,365,967-100%$92.9M———
Cerity Partners LLC
N/A—1,341,644-1,341,644-100%$91.2M———
IHT Wealth Management, LLC
N/A—1,281,560-1,281,560-100%$87.2M———
Private Advisor Group, LLC
N/A—1,186,443-1,186,443-100%$80.7M———
HighTower Advisors, LLC
N/A—1,109,688-1,109,688-100%$75.5M———
Stratos Investment Management, LLC
N/A—1,098,761-1,098,761-100%$74.7M———
BlueStem Wealth Partners, LLC
N/A—1,010,013-1,010,013-100%$68.7M———
CreativeOne Wealth, LLC
N/A—1,005,732-1,005,732-100%$68.4M———
Icon Wealth Advisors, LLC
N/A—996,280-996,280-100%$67.8M———
Shah Wealth Advisors, LLC
N/A—993,630-993,630-100%$67.6M———
Vestmark Advisory Solutions, Inc.
N/A—824,650-824,650-100%$56.1M———
Tulsa Wealth Advisors, Inc
N/A—803,921-803,921-100%$54.7M———
&partners
N/A—797,304-797,304-100%$54.4M———
MA Private Wealth
N/A—791,623-791,623-100%$53.8M———
Steward Partners Investment Advisory, LLC
N/A—763,636-763,636-100%$51.9M———
Bluespring Wealth Management, LLC
N/A—757,373-757,373-100%$51.5M———
CFO4Life Group, LLC
N/A—727,641-727,641-100%$49.5M———
Ameritas Advisory Services, LLC
N/A—716,491-716,491-100%$48.7M———
Spinnaker Trust
N/A—682,844-682,844-100%$46.4M———
Wealth Alliance, LLC
N/A—672,554-672,554-100%$45.7M———
Macro Advisors, Inc.
N/A—620,781-620,781-100%$42.2M———
Modern Wealth Management, LLC
N/A—619,141-619,141-100%$42.1M———
Mcmorgan & Co LLC
N/A—600,654-600,654-100%$40.9M———
EQ LLC
N/A—599,790-599,790-100%$40.8M———
Prosperity Consulting Group, LLC
N/A—584,555-584,555-100%$39.8M———
Orion Porfolio Solutions, LLC
N/A—579,581-579,581-100%$39.4M———
Rockefeller Capital Management L.P.
N/A—571,057-571,057-100%$38.8M———
Keystone Financial Group
N/A—566,968-566,968-100%$38.6M———
GeoWealth Management, LLC
N/A—560,438-560,438-100%$38.1M———
Global Retirement Partners, LLC
N/A—559,274-559,274-100%$38.0M———
Capital Analysts, LLC
N/A—552,168-552,168-100%$37.6M———
Prudential PLC
N/A—547,900-547,900-100%$37.3M———
Frisch Financial Group, Inc.
N/A—535,996-535,996-100%$36.5M———
Madison Wealth Partners, Inc
N/A—532,715-532,715-100%$36.2M———
Liberty Wealth Management LLC
N/A—496,452-496,452-100%$28.9M———
Principal Securities, Inc.
N/A—481,587-481,587-100%$32.8M———
Vertex Planning Partners, LLC
N/A—478,583-478,583-100%$32.5M———
One Wealth Advisors, LLC
N/A—459,902-459,902-100%$31.3M———
MAI Capital Management
N/A—458,632-458,632-100%$31.2M———
PAX Financial Group, LLC
N/A—447,980-447,980-100%$30.5M———
Presidio Capital Management, LLC
N/A—445,207-445,207-100%$30.3M———
Strategies Wealth Advisors, LLC
N/A—431,577-431,577-100%$29.4M———
Stonebrook Private Inc.
N/A—427,221-427,221-100%$29.1M———
NorthRock Partners, LLC
N/A—383,502-383,502-100%$26.1M———
Keystone Financial Services
N/A—381,483-381,483-100%$25.9M———
EWA, LLC
N/A—381,258-381,258-100%$25.9M———
Ancora Advisors LLCA
N/A—378,208-378,208-100%$25.7M———
Composition Wealth, LLC
N/A—369,197-369,197-100%$25.1M———
Tradition Wealth Management, LLC
N/A—359,593-359,593-100%$24.5M———
Kilter Group LLC
N/A—355,152-355,152-100%$24.2M———
Natixis Advisors, LLC
N/A—352,386-352,386-100%$24.0M———
Eldridge Investment Advisors, Inc.
N/A—350,439-350,439-100%$23.8M———
Kingsview Wealth Management, LLC
N/A—337,355-337,355-100%$22.9M———
Perennial Investment Advisors, LLC
N/A—334,511-334,511-100%$22.8M———
Van Hulzen Asset Management, LLC
N/A—325,210-325,210-100%$22.1M———
BNP Paribas Asset Management Holding S.A.
N/A—318,713-318,713-100%$21.7M———
Storen Legacy Partners, LLC
N/A—314,290-314,290-100%$21.4M———
Legacy Financial Group LLC
N/A—308,358-308,358-100%$21.0M———
JT Stratford LLC
N/A—299,269-299,269-100%$20.4M———
Argent Trust Co
N/A—298,072-298,072-100%$20.3M———
Regal Investment Advisors LLC
N/A—296,824-296,824-100%$20.2M———
Rothschild Wealth LLC
N/A—295,017-295,017-100%$20.1M———
Arkadios Wealth Advisors
N/A—294,629-294,629-100%$20.0M———
Mutual Advisors, LLC
N/A—284,713-284,713-100%$19.4M———
Stokes Family Office, LLC
N/A—278,969-278,969-100%$19.0M———
Landing Point Financial Group, LLC
N/A—270,950-270,950-100%$18.4M———
PNC Financial Services Group, Inc.
N/A—264,314-264,314-100%$18.0M———
Synergy Investment Management, LLC
N/A—263,317-263,317-100%$17.9M———
Mariner, LLC
N/A—261,472-261,472-100%$17.8M———
Waverly Advisors, LLC
N/A—254,870-254,870-100%$17.3M———
Beacon Bridge Wealth Partners, LLC
N/A—253,037-253,037-100%$17.2M———
NorthCoast Asset Management LLC
N/A—247,973-247,973-100%$16.9M———
Snowden Capital Advisors LLC
N/A—241,077-241,077-100%$16.4M———
Menora Mivtachim Holdings Ltd.
N/A—240,463-240,463-100%$16.4M———
World Investment Advisors
N/A—235,307-235,307-100%$15.5M———
Invst, LLC
N/A—234,272-234,272-100%$15.9M———
Bcgm Wealth Management, LLC
N/A—224,827-224,827-100%$15.3M———
JPL Wealth Management, LLC
N/A—221,404-221,404-100%$15.1M———
Evernest Financial Advisors, LLC
N/A—211,650-211,650-100%$14.4M———
Tudor Investment Corp ET AL
N/A—207,045-207,045-100%$14.1M———
WealthShield Partners, LLC
N/A—203,122-203,122-100%$13.8M———
Mayflower Financial Advisors, LLC
N/A—199,540-199,540-100%$13.6M———
Twin Peaks Wealth Advisors, LLC
N/A—194,621-194,621-100%$13.2M———
Steelhead Wealth Management LLC
N/A—189,809-189,809-100%$12.9M———
Harbour Investments, Inc.
N/A—185,391-185,391-100%$12.6M———
Advyzon Investment Management, LLC
N/A—181,216-181,216-100%$12.3M———
Gateway Wealth Partners, LLC
N/A—181,023-181,023-100%$12.3M———
IFG Advisory, LLC
N/A—179,150-179,150-100%$12.2M———
Mercer Global Advisors Inc
N/A—177,387-177,387-100%$12.1M———
Summit Financial, LLC
N/A—176,715-176,715-100%$12.0M———
Qube Research & Technologies Ltd
N/A—176,465-176,465-100%$12.0M———
Advisory Services Network, LLC
N/A—173,804-173,804-100%$11.8M———
Resolute Wealth Advisor, Inc.
N/A—173,151-173,151-100%$10.1M———
Great Valley Advisor Group, Inc.
N/A—171,720-171,720-100%$11.7M———
Baird Financial Group, Inc.
N/A—167,601-167,601-100%$11.4M———
WCG Wealth Advisors LLC
N/A—163,238-163,238-100%$11.1M———
Blue Edge Capital, LLC
N/A—161,885-161,885-100%$11.0M———
M1 Capital Management LLC
N/A—157,812-157,812-100%$10.7M———
J.E. Simmons & Co., P.C.
N/A—157,317-157,317-100%$10.7M———
Genesis Wealth Advisors, LLC
N/A—151,810-151,810-100%$10.3M———
Keebeck Wealth Management
N/A—151,161-151,161-100%$10.3M———
Kovack Advisors, Inc.
N/A—147,859-147,859-100%$10.0M———
Founders Financial Alliance, LLC
N/A—146,083-146,083-100%$9.9M———
Daviman Financial, LLC
N/A—140,914-140,914-100%$9.6M———
Finhabits Advisors LLC
N/A—140,398-140,398-100%$9.5M———
Focus Partners Wealth
N/A—139,624-139,624-100%$9.5M———
Western Wealth Management, LLC
N/A—125,889-125,889-100%$8.6M———
Curtis Wealth Management LLC
N/A—124,354-124,354-100%$8.5M———
Valmark Advisers, Inc.
N/A—123,792-123,792-100%$8.4M———
Horizon Investments, LLC
N/A—121,540-121,540-100%$8.3M———
Shared Vision Wealth Group LLC
N/A—121,023-121,023-100%$8.2M———
KM Capital Management Ltd.
N/A—120,403-120,403-100%$8.2M———
ArborFi Advisors, LLC
N/A—120,102-120,102-100%$8.2M———
Millington Financial Advisors, LLC
N/A—117,357-117,357-100%$7.9M———
HighPoint Advisor Group LLC
N/A—112,938-112,938-100%$7.7M———
Summit Wealth Partners, LLC
N/A—108,067-108,067-100%$7.3M———
Kickstand Ventures, Llc.
N/A—106,404-106,404-100%$7.2M———
Bull Harbor Capital LLC
N/A—105,819-105,819-100%$7.2M———
Gladstone Institutional Advisory LLC
N/A—102,834-102,834-100%$7.0M———
5T Wealth, LLC
N/A—102,745-102,745-100%$7.0M———
Intentional Wealth Strategies, LLC
N/A—99,950-99,950-100%$6.8M———
Chatterton & Associates Inc.
N/A—94,336-94,336-100%$6.4M———
Daiichi Life Insurance Co., Ltd.
N/A—91,830-91,830-100%$6.2M———
Beto Financial Group, LLC
N/A—91,681-91,681-100%$6.1M———
Hopwood Nicholas Hunter
N/A—90,074-90,074-100%$6.1M———
Redwood Investment Management, LLC
N/A—89,868-89,868-100%$6.1M———
Payne Capital LLC
N/A—89,292-89,292-100%$6.1M———
Leigh Baldwin & Co., LLC
N/A—88,791-88,791-100%$6.0M———
Ducere Wealth Management LLC
N/A—88,574-88,574-100%$6.0M———
Bellevue Asset Management, LLC
N/A—88,192-88,192-100%$6.0M———
AQR Capital Management LLC
N/A—88,182-88,182-100%$6.0M———
Theory Financial LLC
N/A—86,369-86,369-100%$5.9M———
Pinnacle Financial Partners, Inc.
N/A—86,186-86,186-100%$5.9M———
Alpha Financial Partners LLC
N/A—83,630-83,630-100%$5.7M———
Benjamin Edwards Inc
N/A—83,182-83,182-100%$5.7M———
Barnes Wealth Management Group, Inc
N/A—82,855-82,855-100%$5.6M———
Sheridan Capital Management, LLC
N/A—80,595-80,595-100%$5.5M———
Tyche Wealth Partners LLC
N/A—79,856-79,856-100%$5.4M———
Wealthgarden F.S. LLC
N/A—77,123-77,123-100%$5.2M———
Davis Wealth Advisors, LLC
N/A—77,010-77,010-100%$5.2M———
Everpar Advisors LLC
N/A—75,619-75,619-100%$5.1M———
Blalock Williams, LLC
N/A—71,058-71,058-100%$4.8M———
Castle Wealth Management LLC
N/A—70,076-70,076-100%$4.8M———
Venturi Wealth Management, LLC
N/A—68,920-68,920-100%$4.7M———
Focus Partners Advisor Solutions, LLC
N/A—68,728-68,728-100%$4.7M———
LifePlan Investment Advisors, Inc.
N/A—67,964-67,964-100%$4.6M———
BlackDiamond Wealth Management, LLC
N/A—65,235-65,235-100%$4.6M———
Concorde Asset Management, LLC
N/A—64,908-64,908-100%$4.4M———
QRG Capital Management, Inc.
N/A—62,723-62,723-100%$4.3M———
Smartleaf Asset Management LLC
N/A—62,077-62,077-100%$4.2M———
WealthTrak Capital Management LLC
N/A—60,983-60,983-100%$4.1M———
Rollins Financial Advisors, LLC
N/A—58,640-58,640-100%$4.0M———
Nuveen, LLC
N/A—58,572-58,572-100%$4.0M———
WNY Asset Management, LLC
N/A—58,282-58,282-100%$4.0M———
Betterment LLC
N/A—56,714-56,714-100%$3.9M———
Gotham Asset Management, LLC
N/A—55,952-55,952-100%$3.8M———
Houlihan Financial Resource Group, Ltd.
N/A—55,450-55,450-100%$3.8M———
HSBC Holdings PLC
N/A—53,648-53,648-100%$3.6M———
Brookwood Investment Group LLC
N/A—52,186-52,186-100%$3.5M———
Vantage Point Financial LLC
N/A—52,066-52,066-100%$3.5M———
Pacific Financial Group Inc
N/A—51,479-51,479-100%$3.5M———
Forum Finance Group S.A.
N/A—51,103-51,103-100%$2.8K———
Centaurus Financial, Inc.
N/A—49,488-49,488-100%$3.4M———
EFG International AG
N/A—49,053-49,053-100%$3.3M———
Evergreen Wealth Partners LLC
N/A—48,163-48,163-100%$3.3M———
Pallas Capital Advisors LLC
N/A—47,723-47,723-100%$3.2M———
D. E. Shaw & Co., Inc.
N/A—47,183-47,183-100%$3.2M———
Savvy Advisors, Inc.
N/A—46,133-46,133-100%$3.1M———
EP Wealth Advisors, LLC
N/A—45,914-45,914-100%$3.1M———
Yukon Wealth Management, Inc.
N/A—45,835-45,835-100%$3.1M———
Magnolia Private Wealth, LLC
N/A—45,376-45,376-100%$3.1M———
Kastel Capital Advisors, LLC
N/A—44,692-44,692-100%$2.6M———
Capital Investment Management, Inc.
N/A—42,885-42,885-100%$2.9M———
Quotient Wealth Partners, LLC
N/A—42,451-42,451-100%$2.9M———
LaSalle St. Investment Advisors, LLC
N/A—41,572-41,572-100%$2.8M———
Regimen Wealth, LLC
N/A—40,633-40,633-100%$2.8M———
Two Sigma Investments, LP
N/A—40,300-40,300-100%$2.7M———
Alta Wealth Advisors LLC
N/A—39,708-39,708-100%$2.7M———
GatePass Capital, LLC
N/A—39,707-39,707-100%$2.7M———
Cary Street Partners Financial LLC
N/A—39,386-39,386-100%$2.7M———
Vantus Wealth LLC
N/A—38,959-38,959-100%$2.6M———
Cary Street Partners Investment Advisory LLC
N/A—37,585-37,585-100%$2.6M———
Transamerica Financial Advisors, LLC
N/A—35,960-35,960-100%$2.4M———
Sovereign Financial Group, Inc.
N/A—35,239-35,239-100%$2.4M———
Renaissance Technologies LLC
N/A—34,500-34,500-100%$2.3M———
Inspire Advisors, LLC
N/A—34,368-34,368-100%$2.3M———
Harborfront Financial Group LLC
N/A—33,929-33,929-100%$2.3M———
Smith, Moore & Co.
N/A—33,697-33,697-100%$2.3M———
Allworth Financial LP
N/A—33,361-33,361-100%$2.3M———
Transcend Capital Advisors, LLC
N/A—32,218-32,218-100%$2.2M———
Vision Retirement, LLC
N/A—30,709-30,709-100%$2.1M———
Nwam LLC
N/A—29,689-29,689-100%$2.0M———
PFG Investments, LLC
N/A—28,756-28,756-100%$2.0M———
Lifeworks Advisors, LLC
N/A—28,748-28,748-100%$2.0M———
Coppell Advisory Solutions LLC
N/A—28,525-28,525-100%$20.3K———
Maridea Wealth Management LLC
N/A—27,918-27,918-100%$1.9M———
Imprint Wealth LLC
N/A—27,725-27,725-100%$1.9M———
Indie Asset Partners, LLC
N/A—27,223-27,223-100%$1.9M———
Maripau Wealth Management LLC
N/A—26,511-26,511-100%$1.8M———
Quantinno Capital Management LP
N/A—26,476-26,476-100%$1.8M———
Resurgent Financial Advisors LLC
N/A—26,198-26,198-100%$1.8M———
Beacon Pointe Advisors, LLC
N/A—24,573-24,573-100%$1.7M———
Aptus Capital Advisors, LLC
N/A—24,163-24,163-100%$1.6M———
Cozad Asset Management Inc
N/A—23,799-23,799-100%$1.6M———
FMR LLC
N/A—23,268-23,268-100%$1.6M———
Ausdal Financial Partners, Inc.
N/A—22,813-22,813-100%$1.6M———
XTX Topco Ltd
N/A—22,553-22,553-100%$1.5M———
O'shaughnessy Asset Management, LLC
N/A—22,315-22,315-100%$1.5M———
Captrust Financial Advisors
N/A—20,994-20,994-100%$1.4M———
First National Bank & Trust Co of Newtown
N/A—20,734-20,734-100%$1.4M———
Arete Wealth Advisors, LLC
N/A—20,655-20,655-100%$1.4M———
Per Stirling Capital Management, Llc.
N/A—19,407-19,407-100%$1.3M———
FLP Wealth Management, LLC
N/A—18,868-18,868-100%$1.3M———
Strategic Financial Concepts, LLC
N/A—18,339-18,339-100%$1.2M———
BFC Planning, Inc.
N/A—18,297-18,297-100%$1.2M———
Strategic Wealth Partners, Ltd.
N/A—16,802-16,802-100%$1.1M———
GWN Securities Inc.
N/A—16,659-16,659-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—16,335-16,335-100%$1.1M———
Vident Advisory, LLC
N/A—15,682-15,682-100%$1.1M———
Cadia Private Client LLC
N/A—14,524-14,524-100%$987.8K———
Main Street Financial Solutions, LLC
N/A—14,208-14,208-100%$966.3K———
NewEdge Wealth, LLC
N/A—13,513-13,513-100%$919.0K———
Seeds Investor LLC
N/A—13,232-13,232-100%$899.9K———
Bank of Montreal
N/A—12,885-12,885-100%$876.3K———
VestGen Investment Management
N/A—12,386-12,386-100%$842.4K———
Arvest Bank Trust Division
N/A—12,377-12,377-100%$841.8K———
Ground Swell Capital, LLC
N/A—12,219-12,219-100%$831.0K———
Northern Trust Corp
N/A—12,109-12,109-100%$823.5K———
Strathmore Capital Advisors, Inc.
N/A—11,226-11,226-100%$761.1K———
Moors & Cabot, Inc.
N/A—11,154-11,154-100%$758.6K———
Goldstone Financial Group, LLC
N/A—10,992-10,992-100%$747.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,880-10,880-100%$739.9K———
Pinnacle Family Advisors, LLC
N/A—10,810-10,810-100%$735.2K———
SageView Advisory Group, LLC
N/A—10,488-10,488-100%$713.3K———
Impact Partnership Wealth, LLC
N/A—10,483-10,483-100%$713.0K———
Johnson Investment Counsel Inc
N/A—10,374-10,374-100%$705.6K———
Empirical Asset Management, LLC
N/A—10,221-10,221-100%$695.2K———
Legacy Edge Advisors, LLC
N/A—10,207-10,207-100%$694.2K———
TRB Wealth Management, LLC
N/A—9,718-9,718-100%$660.9K———
Advisors Capital Management, LLC
N/A—9,650-9,650-100%$656.4K———
Bank of Marin
N/A—9,503-9,503-100%$646.3K———
Continuum Advisory, LLC
N/A—9,177-9,177-100%$624.1K———
Brown Advisory Inc
N/A—9,140-9,140-100%$621.6K———
Novus Advisors, LLC
N/A—8,842-8,842-100%$601.4K———
Sequent Planning LLC
N/A—8,636-8,636-100%$587.4K———
Coldstream Capital Management Inc
N/A—8,344-8,344-100%$567.5K———
Stratos Wealth Advisors, LLC
N/A—8,270-8,270-100%$562.5K———
Sequoia Financial Advisors, LLC
N/A—8,193-8,193-100%$557.2K———
Independent Advisor Alliance
N/A—8,101-8,101-100%$550.9K———
Cofg Advisors, LLC
N/A—7,653-7,653-100%$520.5K———
NCM Capital Management, LLC
N/A—7,500-7,500-100%$510.1K———
Fisher Asset Management, LLC
N/A—7,474-7,474-100%$508.3K———
Wealthspire Advisors, LLC
N/A—7,457-7,457-100%$507.2K———
Squarepoint Ops LLC
N/A—6,553-6,553-100%$445.7K———
Prostatis Group LLC
N/A—6,553-6,553-100%$445.7K———
New Republic Capital, LLC
N/A—6,527-6,527-100%$443.9K———
Brand Asset Management Group, Inc.
N/A—6,274-6,274-100%$426.7K———
First Trust Advisors LP
N/A—6,198-6,198-100%$421.5K———
Jaffetilchin Investment Partners, LLC
N/A—6,109-6,109-100%$415.5K———
Savant Capital, LLC
N/A—5,731-5,731-100%$389.7K———
Capital Advisor Network LLC
N/A—5,718-5,718-100%$388.9K———
Russell Investments Group, Ltd.
N/A—5,685-5,685-100%$386.6K———
Van Diest Capital, LLC
N/A—5,593-5,593-100%$380.4K———
Clark Capital Management Group, Inc.
N/A—5,469-5,469-100%$371.9K———
Insigneo Advisory Services, LLC
N/A—5,444-5,444-100%$370.2K———
Fortis Advisors, LLC
N/A—5,293-5,293-100%$360.0K———
Fiduciary Financial Advisors
N/A—5,285-5,285-100%$359.4K———
Thoroughbred Financial Services, LLC
N/A—5,231-5,231-100%$355.0K———
Pathstone Holdings, LLC
N/A—5,197-5,197-100%$353.5K———
IEQ Capital, LLC
N/A—5,155-5,155-100%$350.6K———
FSA Advisors, Inc.
N/A—4,923-4,923-100%$334.8K———
Tailwinds Wealth, LLC
N/A—4,897-4,897-100%$333.0K———
Proactive Wealth Strategies LLC
N/A—4,781-4,781-100%$325.1K———
Zions Bancorporation, National Association
N/A—4,709-4,709-100%$320.3K———
Octavia Wealth Advisors, LLC
N/A—4,645-4,645-100%$315.9K———
PSI Advisors, LLC
N/A—4,610-4,610-100%$313.5K———
Financial Engines Advisors L.L.C.
N/A—4,394-4,394-100%$298.8K———
Catalyst Financial Partners LLC
N/A—4,314-4,314-100%$293.4K———
J Hagan Capital, Inc.
N/A—3,968-3,968-100%$269.9K———
Bridgewealth Advisory Group, LLC
N/A—3,955-3,955-100%$269.0K———
URS Advisory LLC
N/A—3,948-3,948-100%$268.5K———
Aventura Private Wealth, LLC
N/A—3,928-3,928-100%$267.1K———
Wellington Grp LLC
N/A—3,788-3,788-100%$220.4K———
Empower Advisory Group, LLC
N/A—3,675-3,675-100%$249.9K———
Stonebridge Financial Group, LLC
N/A—3,601-3,601-100%$244.0K———
Essex Financial Services, Inc.
N/A—3,537-3,537-100%$240.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,301-3,301-100%$224.5K———
Freedom Investment Management, Inc.
N/A—3,256-3,256-100%$221.4K———
IMA Advisory Services, Inc.
N/A—3,078-3,078-100%$209.3K———
Crewe Advisors LLC
N/A—2,988-2,988-100%$203.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,513-2,513-100%$170.9K———
SouthState Bank Corp
N/A—2,484-2,484-100%$168.9K———
Glenmede Trust Co NA
N/A—2,459-2,459-100%$167.2K———
Wellington-Altus USA Inc.
N/A—2,450-2,450-100%$142.5K———
Vanguard Advisers Inc
N/A—2,421-2,421-100%$164.7K———
Beaird Harris Wealth Management, LLC
N/A—1,655-1,655-100%$112.5K———
Tower Research Capital LLC (TRC)
N/A—1,649-1,649-100%$112.1K———
Godfrey Financial Associates, Inc.
N/A—1,631-1,631-100%$110.9K———
Bessemer Group Inc
N/A—1,525-1,525-100%$104.0K———
Bogart Wealth, LLC
N/A—1,504-1,504-100%$102.3K———
Whittier Trust Co of Nevada Inc
N/A—1,496-1,496-100%$100.7K———
Ameriflex Group, Inc.
N/A—1,365-1,365-100%$92.8K———
Geneos Wealth Management Inc.
N/A—1,327-1,327-100%$90.2K———
Collier Financial
N/A—1,271-1,271-100%$86.5K———
Atlantic Union Bankshares Corp
N/A—1,157-1,157-100%$78.7K———
Tidemark, LLC
N/A—1,108-1,108-100%$75.3K———
Tiaa Wealth Investment Management LLC
N/A—963-963-100%$64.9K———
Cordant, Inc.
N/A—956-956-100%$65.0K———
Huntington National Bank
N/A—922-922-100%$62.7K———
Strive Financial Group,LLC
N/A—690-690-100%$46.9K———
Measured Wealth Private Client Group, LLC
N/A—624-624-100%$42.4K———
Innovative Asset Advisors Group, LLC
N/A—600-600-100%$40.8K———
Webster Bank, N. A.
N/A—510-510-100%$34.7K———
Benson Wealth Management Inc
N/A—489-489-100%$33.3K———
Smithfield Trust Co
N/A—477-477-100%$32———
VSM Wealth Advisory, LLC
N/A—421-421-100%$28.6K———
Hollencrest Capital Management
N/A—412-412-100%$28.0K———
National Bank of Canada
N/A—404-404-100%$27.5K———
SHP Wealth Management
N/A—400-400-100%$27.2K———
Chesapeake Asset Management LLC
N/A—386-386-100%$26.3K———
Clearstead Advisors, LLC
N/A—375-375-100%$25.5K———
Park Place Capital Corp
N/A—304-304-100%$20.7K———
Addison Advisors LLC
N/A—287-287-100%$19.5K———
Operose Advisors LLC
N/A—277-277-100%$18.8K———
Fourth Dimension Wealth, LLC
N/A—271-271-100%$18.5K———
Johnson Financial Group, Inc.
N/A—262-262-100%$17.8K———
Crews Bank & Trust
N/A—204-204-100%$13.9K———
SOA Wealth Advisors, Llc.
N/A—203-203-100%$13.8K———
Ankerstar Wealth, LLC
N/A—192-192-100%$13.1K———
Basepoint Wealth LLC
N/A—187-187-100%$12.7K———
Financial Gravity Companies, Inc.
N/A—172-172-100%$11.7K———
UBS Asset Management Americas LLC
N/A—170-170-100%$11.6K———
Keating Financial Advisory Services, Inc.
N/A—143-143-100%$9.7K———
Richard W. Paul & Associates, LLC
N/A—122-122-100%$8.3K———
Hantz Financial Services, Inc.
N/A—84-84-100%$6———
Alerus Financial NA
N/A—75-75-100%$5.1K———
Institute for Wealth Management, Llc.
N/A—73-73-100%$5.0K———
UMB Bank, n.a.
N/A—64-64-100%$4.4K———
Chelsea Counsel Co
N/A—63-63-100%$4.3K———
Truvestments Capital LLC
N/A—49-49-100%$3.3K———
Orion Capital Management LLC
N/A—27-27-100%$1.8K———
Showing 955 of 955 institutions