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Ishrs AI in and Tech ACT ETF (BAI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
OpenArc Corporate Advisory, LLC
INCREASED
Shares5,749,024 from 5,311,398
Change+437,626 (+8%)
Value$271.3M (-$8.7M)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares5,576,146 from 5,280,812
Change+295,334 (+6%)
Value$263.1M (-$15.3M)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares4,631,534 from 5,319,125
Change-687,591 (-13%)
Value$218.6M (-$61.9M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares2,664,734 from 2,881,912
Change-217,178 (-8%)
Value$125.7M (-$26.2M)
Filed 2026-11-02
Sofi Wealth, LLC
DECREASED
Shares2,595,070 from 2,635,605
Change-40,535 (-2%)
Value$122.5M (-$16.5M)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares2,492,220 from 2,547,345
Change-55,125 (-2%)
Value$117.6M (-$16.7M)
Filed 2026-11-05
JB Capital LLC
DECREASED
Shares1,547,632 from 1,651,778
Change-104,146 (-6%)
Value$73.0M (-$14.0M)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares1,505,509 from 1,393,229
Change+112,280 (+8%)
Value$16.5M (-$56.5M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares1,210,148 from 870,180
Change+339,968 (+39%)
Value$57.1M (+$11.2M)
Filed 2026-10-29
Abundance Wealth Counselors
DECREASED
Shares984,391 from 990,825
Change-6,434 (-1%)
Value$46.5M (-$5.8M)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares975,182 from 939,162
Change+36,020 (+4%)
Value$46.0M (-$3.5M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares811,639 from 641,195
Change+170,444 (+27%)
Value$38.3M (+$4.5M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares731,597 from 704,032
Change+27,565 (+4%)
Value$34.5M (-$2.6M)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares726,012 from 708,263
Change+17,749 (+3%)
Value$34.3M (-$3.1M)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares698,048 from 806,289
Change-108,241 (-13%)
Value$32.9M (-$9.6M)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
INCREASED
Shares693,533 from 682,952
Change+10,581 (+2%)
Value$32.7M (-$3.3M)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares692,580 from 695,064
Change-2,484 (0%)
Value$32.7M (-$4.0M)
Filed 2026-10-21
Bensler, LLC
INCREASED
Shares678,529 from 632,671
Change+45,858 (+7%)
Value$32.0M (-$1.3M)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares645,967 from 727,504
Change-81,537 (-11%)
Value$30.5M (-$7.9M)
Filed 2026-10-15
Parcion Private Wealth LLC
DECREASED
Shares616,987 from 622,079
Change-5,092 (-1%)
Value$29.1M (-$3.7M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares606,296 from 678,726
Change-72,430 (-11%)
Value$28.6M (-$7.2M)
Filed 2026-10-30
Shepherd Financial Partners LLC
DECREASED
Shares603,523 from 618,705
Change-15,182 (-2%)
Value$28.5M (-$4.1M)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
DECREASED
Shares587,779 from 639,824
Change-52,045 (-8%)
Value$27.7M (-$6.0M)
Filed 2026-11-03
Triad Wealth Partners, LLC
DECREASED
Shares583,828 from 626,347
Change-42,519 (-7%)
Value$27.6M (+$762.0K)
Filed 2026-10-26
Sharkey, Howes & Javer
INCREASED
Shares529,118 from 473,398
Change+55,720 (+12%)
Value$25.0M (+$11.5K)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares501,770 from 498,577
Change+3,193 (+1%)
Value$23.7M (-$2.6M)
Filed 2026-10-28
Unique Wealth, LLC
INCREASED
Shares490,100 from 458,867
Change+31,233 (+7%)
Value$23.1M (-$1.1M)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares441,933 from 437,840
Change+4,093 (+1%)
Value$20.9M (-$2.2M)
Filed 2026-10-28
West Wealth Group, LLC
DECREASED
Shares427,987 from 451,582
Change-23,595 (-5%)
Value$20.2M (-$3.6M)
Filed 2026-10-14
Greater Midwest Financial Group, LLC
INCREASED
Shares427,852 from 410,397
Change+17,455 (+4%)
Value$20.2M (-$1.4M)
Filed 2026-10-13
Marks Group Wealth Management, Inc
DECREASED
Shares415,391 from 514,468
Change-99,077 (-19%)
Value$19.6M (-$7.5M)
Filed 2026-11-05
Trek Financial, LLC
DECREASED
Shares391,877 from 405,645
Change-13,768 (-3%)
Value$18.5M (-$2.9M)
Filed 2026-10-29
Stone House Investment Management, LLC
DECREASED
Shares386,378 from 386,933
Change-555 (0%)
Value$18.2M (-$2.2M)
Filed 2026-10-23
SteelPeak Wealth, LLC
INCREASED
Shares355,106 from 335,401
Change+19,705 (+6%)
Value$16.8M (-$924.9K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
DECREASED
Shares351,363 from 382,368
Change-31,005 (-8%)
Value$16.6M (-$2.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares317,207 from 217,012
Change+100,195 (+46%)
Value$15.1M (+$4.7M)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares310,029 from 316,195
Change-6,166 (-2%)
Value$14.6M (-$2.0M)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
DECREASED
Shares307,610 from 397,268
Change-89,658 (-23%)
Value$14.5M (-$6.4M)
Filed 2026-10-16
KWB Wealth
DECREASED
Shares307,559 from 357,164
Change-49,605 (-14%)
Value$14.5M (-$4.3M)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares303,342 from 353,805
Change-50,463 (-14%)
Value$15.1M (-$1.5M)
Filed 2026-10-19
Centerline Wealth Advisors, LLC
INCREASED
Shares293,037 from 286,945
Change+6,092 (+2%)
Value$13.8M (-$1.3M)
Filed 2026-10-15
Embree Financial Group
INCREASED
Shares286,843 from 264,731
Change+22,112 (+8%)
Value$13.5M (-$420.5K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
DECREASED
Shares280,414 from 305,913
Change-25,499 (-8%)
Value$13.2M (-$2.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares278,330 from 210,977
Change+67,353 (+32%)
Value$12.1M (+$3.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares278,330 from 210,977
Change+67,353 (+32%)
Value$12.1M (+$3.2M)
Filed 2026-10-20
Oak Barrel Wealth Advisory LLC
INCREASED
Shares270,731 from 252,580
Change+18,151 (+7%)
Value$12.8M (-$540.2K)
Filed 2026-11-05
Detalus Advisors, LLC
DECREASED
Shares267,599 from 301,030
Change-33,431 (-11%)
Value$12.6M (-$3.2M)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares267,095 from 275,657
Change-8,562 (-3%)
Value$12.6M (-$1.9M)
Filed 2026-10-13
Kelly Financial Services LLC
DECREASED
Shares264,999 from 268,572
Change-3,573 (-1%)
Value$12.5M (-$1.7M)
Filed 2026-10-20
Elevated Financial Group LLC
INCREASED
Shares262,695 from 137,765
Change+124,930 (+91%)
Value$12.4M (+$5.1M)
Filed 2026-10-16
Security Financial Services, Inc.
DECREASED
Shares259,654 from 301,712
Change-42,058 (-14%)
Value$12.3M (-$3.7M)
Filed 2026-10-29
Strategic Blueprint, LLC
DECREASED
Shares256,158 from 283,852
Change-27,694 (-10%)
Value$12.1M (-$2.9M)
Filed 2026-10-22
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares250,490 from 235,240
Change+15,250 (+6%)
Value$11.8M (-$581.3K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares248,940 from 239,665
Change+9,275 (+4%)
Value$11.7M (-$887.7K)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares247,366 from 384,247
Change-136,881 (-36%)
Value$11.7M (-$8.6M)
Filed 2026-10-23
Avid Wealth Partners LLC
INCREASED
Shares241,479 from 214,928
Change+26,551 (+12%)
Value$11.4M (+$64.4K)
Filed 2026-11-03
Cardinal Strategic Wealth Guidance
DECREASED
Shares240,009 from 261,414
Change-21,405 (-8%)
Value$11.3M (-$2.5M)
Filed 2026-11-02
Hemming& Wealth Management, Inc.
INCREASED
Shares230,657 from 212,817
Change+17,840 (+8%)
Value$10.9M (-$335.0K)
Filed 2026-10-20
Buttonwood Financial Group, LLC
DECREASED
Shares228,500 from 258,723
Change-30,223 (-12%)
Value$11.4M (-$2.3M)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares227,251 from 217,958
Change+9,293 (+4%)
Value$10.7M (-$766.7K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares226,085 from 271,272
Change-45,187 (-17%)
Value$10.7M (-$3.6M)
Filed 2026-10-19
ShoreHaven Wealth Partners, LLC
INCREASED
Shares223,421 from 208,852
Change+14,569 (+7%)
Value$10.5M (-$467.4K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares222,224 from 219,874
Change+2,350 (+1%)
Value$10.5M (-$1.1M)
Filed 2026-10-22
Midwest Capital Advisors, LLC
DECREASED
Shares214,756 from 234,379
Change-19,623 (-8%)
Value$10.1M (-$2.2M)
Filed 2026-11-04
Cypress Wealth Services, LLC
DECREASED
Shares209,448 from 223,091
Change-13,643 (-6%)
Value$10.4M (-$1.3M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares207,588 from 213,884
Change-6,296 (-3%)
Value$9.8M (-$1.5M)
Filed 2026-10-30
Plancorp, LLC
DECREASED
Shares205,687 from 219,427
Change-13,740 (-6%)
Value$8.1M (-$1.9M)
Filed 2026-11-03
Swmg, LLC
DECREASED
Shares204,457 from 230,059
Change-25,602 (-11%)
Value$8.2M (-$2.5M)
Filed 2026-10-23
Archer Investment Management, LLC
DECREASED
Shares202,755 from 211,985
Change-9,230 (-4%)
Value$9.6M (-$1.6M)
Filed 2026-10-13
Apeiron RIA LLC
INCREASED
Shares200,863 from 173,014
Change+27,849 (+16%)
Value$9.6M (+$480.0K)
Filed 2026-10-08
Sterling Group Wealth Management, LLC
INCREASED
Shares197,959 from 162,989
Change+34,970 (+21%)
Value$9.3M (+$748.9K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares192,755 from 238,544
Change-45,789 (-19%)
Value$9.1M (-$3.5M)
Filed 2026-10-22
One Advisory Partners, LLC
DECREASED
Shares179,935 from 209,669
Change-29,734 (-14%)
Value$8.5M (-$2.6M)
Filed 2026-10-22
Able Wealth Management LLC
DECREASED
Shares178,896 from 179,867
Change-971 (-1%)
Value$8.8M (-$646.8K)
Filed 2026-10-13
Barings LLC
NEW
Shares178,620
Change+178,620
Value$8.4M
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares178,108 from 173,307
Change+4,801 (+3%)
Value$8.4M (-$731.8K)
Filed 2026-10-23
Beacon Capital Management, LLC
INCREASED
Shares164,671 from 137,458
Change+27,213 (+20%)
Value$7.8M (+$524.0K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares164,181 from 163,535
Change+646 (+0%)
Value$7.7M (-$873.9K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED
Shares163,580 from 165,760
Change-2,180 (-1%)
Value$7.7M (-$1.0M)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares158,148 from 152,978
Change+5,170 (+3%)
Value$7.5M (-$602.0K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares154,797 from 142,192
Change+12,605 (+9%)
Value$7.3M (-$191.5K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares154,389 from 161,569
Change-7,180 (-4%)
Value$6.5M (+$123.7K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
DECREASED
Shares154,318 from 160,344
Change-6,026 (-4%)
Value$7.3M (-$1.2M)
Filed 2026-11-04
Financial Life Advisors
INCREASED
Shares153,347 from 140,257
Change+13,090 (+9%)
Value$7.2M (-$157.9K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares149,115 from 102,669
Change+46,446 (+45%)
Value$7.0M (+$1.6M)
Filed 2026-10-23
Lincoln Capital Corp
DECREASED
Shares146,149 from 146,697
Change-548 (0%)
Value$6.9M (-$837.1K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
INCREASED
Shares144,867 from 136,699
Change+8,168 (+6%)
Value$6.8M (-$370.5K)
Filed 2026-10-06
Citigroup Inc
INCREASED
Shares144,285 from 97,298
Change+46,987 (+48%)
Value$6.8M (+$1.7M)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED
Shares142,575 from 167,937
Change-25,362 (-15%)
Value$6.7M (-$2.1M)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares141,182 from 152,995
Change-11,813 (-8%)
Value$6.7M (-$1.4M)
Filed 2026-10-15
StoneCrest Wealth Management, Inc.
INCREASED
Shares139,814 from 139,683
Change+131 (+0%)
Value$6.6M (-$766.3K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares138,426 from 125,388
Change+13,038 (+10%)
Value$6.5M (-$78.1K)
Filed 2026-11-05
15 Wealth Advisors LLC
NEW
Shares132,560
Change+132,560
Value$6.3M
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED
Shares129,174 from 138,850
Change-9,676 (-7%)
Value$6.2M (-$1.2M)
Filed 2026-11-05
TSA Wealth Managment LLC
DECREASED
Shares128,993 from 147,814
Change-18,821 (-13%)
Value$6.1M (-$1.7M)
Filed 2026-10-22
Berbice Capital Management LLC
INCREASED
Shares127,928 from 126,228
Change+1,700 (+1%)
Value$6.0M (-$617.8K)
Filed 2026-10-13
Intelligence Driven Advisers, LLC
DECREASED
Shares127,348 from 130,866
Change-3,518 (-3%)
Value$6.0M (-$889.7K)
Filed 2026-10-09
San Luis Wealth Advisors LLC
NEW
Shares126,206
Change+126,206
Value$6.0M
Filed 2026-10-27
Integras Partners LLC
DECREASED
Shares122,149 from 125,555
Change-3,406 (-3%)
Value$5.8M (-$855.0K)
Filed 2026-10-30
Clear Wave Wealth Management LLC
INCREASED
Shares121,453 from 99,422
Change+22,031 (+22%)
Value$5.7M (+$489.8K)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares117,363 from 131,507
Change-14,144 (-11%)
Value$5.5M (-$1.4M)
Filed 2026-11-04
SigFig Wealth Management, LLC
INCREASED
Shares117,149 from 113,468
Change+3,681 (+3%)
Value$5.5M (-$239.3K)
Filed 2026-10-07
VestGen Advisors, LLC
INCREASED
Shares115,148 from 113,997
Change+1,151 (+1%)
Value$5.4M (-$576.1K)
Filed 2026-10-27
Lifelong Wealth Advisors, Inc.
INCREASED
Shares114,858 from 110,311
Change+4,547 (+4%)
Value$5.4M (-$395.4K)
Filed 2026-10-19
Skyline Advisors, Inc.
DECREASED
Shares113,275 from 123,161
Change-9,886 (-8%)
Value$5.3M (-$1.1M)
Filed 2026-11-03
Newport Capital Group, LLC
NEW
Shares109,871
Change+109,871
Value$4.9M
Filed 2026-10-16
Hobbs Wealth Management, LLC
DECREASED
Shares108,711 from 122,585
Change-13,874 (-11%)
Value$5.1M (-$1.3M)
Filed 2026-10-20
Cobblestone Asset Management LLC
DECREASED
Shares107,161 from 116,084
Change-8,923 (-8%)
Value$5.1M (-$1.1M)
Filed 2026-10-13
A4 Wealth Advisors LLC
DECREASED
Shares104,724 from 115,680
Change-10,956 (-9%)
Value$4.9M (-$1.2M)
Filed 2026-10-20
Town Capital LLC
DECREASED
Shares101,135 from 126,199
Change-25,064 (-20%)
Value$4.8M (-$1.9M)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares100,652 from 56,884
Change+43,768 (+77%)
Value$4.7M (+$1.8M)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares100,017 from 111,967
Change-11,950 (-11%)
Value$4.7M (-$1.2M)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares96,447 from 79,459
Change+16,988 (+21%)
Value$4.6M (+$362.3K)
Filed 2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED
Shares96,172 from 89,188
Change+6,984 (+8%)
Value$4.5M (-$163.6K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
INCREASED
Shares96,163 from 85,353
Change+10,810 (+13%)
Value$4.5M (+$38.1K)
Filed 2026-11-04
Novem Group
INCREASED
Shares92,860 from 70,182
Change+22,678 (+32%)
Value$4.4M (+$682.1K)
Filed 2026-10-19
Polaris Investment Advisors, LLC
DECREASED
Shares91,628 from 93,827
Change-2,199 (-2%)
Value$4.3M (-$622.6K)
Filed 2026-10-20
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares91,083 from 96,462
Change-5,379 (-6%)
Value$4.3M (-$787.3K)
Filed 2026-11-03
Maia Wealth LLC
DECREASED
Shares90,663 from 110,016
Change-19,353 (-18%)
Value$4.3M (-$1.5M)
Filed 2026-10-19
Balefire, LLC
INCREASED
Shares90,577 from 56,215
Change+34,362 (+61%)
Value$4.3M (+$1.3M)
Filed 2026-10-09
Peak Wealth Management LLC
DECREASED
Shares89,771 from 126,148
Change-36,377 (-29%)
Value$3.8M (-$2.9M)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares87,885 from 87,776
Change+109 (+0%)
Value$4.1M (-$480.3K)
Filed 2026-11-05
TritonPoint Partners, LLC
INCREASED
Shares86,915 from 29,242
Change+57,673 (+197%)
Value$4.1M (+$2.6M)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares86,524 from 79,544
Change+6,980 (+9%)
Value$4.1M (-$110.5K)
Filed 2026-10-16
Core Wealth Advisors, LLC
DECREASED
Shares84,878 from 97,213
Change-12,335 (-13%)
Value$4.0M (-$1.1M)
Filed 2026-11-05
Cornerstone Planning Group LLC
DECREASED
Shares84,130 from 90,499
Change-6,369 (-7%)
Value$4.1M (-$44.5K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
INCREASED
Shares82,689 from 77,123
Change+5,566 (+7%)
Value$3.9M (-$160.2K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares80,769 from 76,672
Change+4,097 (+5%)
Value$3.8M (-$230.7K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED
Shares79,379 from 83,278
Change-3,899 (-5%)
Value$3.7M (-$644.5K)
Filed 2026-10-14
Lantz Financial LLC
DECREASED
Shares79,321 from 81,318
Change-1,997 (-2%)
Value$3.7M (-$543.9K)
Filed 2026-10-15
One Wealth Capital Management, LLC
DECREASED
Shares79,286 from 103,328
Change-24,042 (-23%)
Value$3.7M (-$1.7M)
Filed 2026-10-23
Ehrlich Financial Group
DECREASED
Shares78,220 from 87,103
Change-8,883 (-10%)
Value$3.7M (-$900.9K)
Filed 2026-10-20
Emergent Wealth Advisors, LLC
INCREASED
Shares76,968 from 11,799
Change+65,169 (+552%)
Value$3.6M (+$2.7M)
Filed 2026-10-09
SWP Financial LLC
DECREASED
Shares76,790 from 88,631
Change-11,841 (-13%)
Value$3.6M (-$1.0M)
Filed 2026-10-23
Sageworth Trust Co
INCREASED
Shares76,318 from 60,203
Change+16,115 (+27%)
Value$3.6M (+$427.5K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares76,264 from 81,439
Change-5,175 (-6%)
Value$3.6M (-$694.6K)
Filed 2026-11-04
FFG Retirement Advisors LLC
INCREASED
Shares74,432 from 73,966
Change+466 (+1%)
Value$3.5M (-$387.0K)
Filed 2026-10-20
Bedminster, LLC
DECREASED
Shares74,075 from 81,779
Change-7,704 (-9%)
Value$3.5M (-$815.8K)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares73,421 from 82,204
Change-8,783 (-11%)
Value$3.5M (-$869.1K)
Filed 2026-11-04
Advus Financial Partners, LLC
INCREASED
Shares73,057 from 62,543
Change+10,514 (+17%)
Value$3.4M (+$150.3K)
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares72,747 from 84,801
Change-12,054 (-14%)
Value$3.4M (-$1.0M)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares72,533 from 54,565
Change+17,968 (+33%)
Value$3.4M (+$546.2K)
Filed 2026-10-19
Centurion Wealth Management LLC
DECREASED
Shares71,351 from 83,628
Change-12,277 (-15%)
Value$3.4M (-$1.0M)
Filed 2026-10-13
Asset One Wealth Management LLC
NEW
Shares69,060
Change+69,060
Value$3.3M
Filed 2026-11-02
Hyposwiss Advisors SA
INCREASED
Shares68,260 from 64,950
Change+3,310 (+5%)
Value$3.2M (-$203.0K)
Filed 2026-10-26
Absolute Capital Management, LLC
DECREASED
Shares67,904 from 82,900
Change-14,996 (-18%)
Value$3.2M (-$1.2M)
Filed 2026-10-16
Verus Capital Partners, LLC
DECREASED
Shares66,418 from 75,283
Change-8,865 (-12%)
Value$3.1M (-$834.6K)
Filed 2026-11-03
May Hill Capital, LLC
INCREASED
Shares66,136 from 57,579
Change+8,557 (+15%)
Value$3.1M (+$85.4K)
Filed 2026-11-03
Braun-Bostich & Associates Inc.
DECREASED
Shares64,733 from 73,453
Change-8,720 (-12%)
Value$3.1M (-$817.7K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares62,278 from 35,826
Change+26,452 (+74%)
Value$2.9M (+$1.1M)
Filed 2026-10-16
Merkkuri Wealth Advisors LLC
DECREASED
Shares62,121 from 65,459
Change-3,338 (-5%)
Value$2.9M (-$519.5K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares61,067 from 59,414
Change+1,653 (+3%)
Value$2.9M (-$250.5K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares59,865
Change+59,865
Value$2.8M
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares59,211 from 49,350
Change+9,861 (+20%)
Value$2.8M (+$192.4K)
Filed 2026-10-29
Hoxton Planning & Management, LLC
DECREASED
Shares57,758 from 60,588
Change-2,830 (-5%)
Value$2.7M (-$468.6K)
Filed 2026-10-15
Retirement Wealth Solutions LLC
DECREASED
Shares55,989 from 57,136
Change-1,147 (-2%)
Value$2.6M (-$370.1K)
Filed 2026-10-07
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares55,243 from 59,611
Change-4,368 (-7%)
Value$2.6M (-$535.8K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares53,659 from 46,018
Change+7,641 (+17%)
Value$2.5M (+$106.1K)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares52,890 from 64,656
Change-11,766 (-18%)
Value$2.5M (-$912.8K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
DECREASED
Shares52,193 from 52,277
Change-84 (0%)
Value$2.5M (-$293.1K)
Filed 2026-10-14
Rose Capital Advisors LLC
NEW
Shares51,135
Change+51,135
Value$2.4M
Filed 2026-11-04
WealthPoint Financial, LLC
DECREASED
Shares49,655 from 53,602
Change-3,947 (-7%)
Value$2.3M (-$482.7K)
Filed 2026-11-03
Armor Investment Advisors, LLC
INCREASED
Shares49,166 from 47,345
Change+1,821 (+4%)
Value$2.3M (-$175.9K)
Filed 2026-10-27
Milestone Asset Management, LLC
DECREASED
Shares47,550 from 78,515
Change-30,965 (-39%)
Value$2.2M (-$1.9M)
Filed 2026-10-15
Keystone Wealth Services, LLC
INCREASED
Shares46,463 from 44,786
Change+1,677 (+4%)
Value$2.2M (-$172.2K)
Filed 2026-11-03
Ridgeline Wealth Planning, LLC
INCREASED
Shares46,338 from 45,239
Change+1,099 (+2%)
Value$2.2M (-$198.3K)
Filed 2026-10-29
Legacy Advisory Services, LLC
NEW
Shares46,186
Change+46,186
Value$2.2M
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares46,005 from 39,879
Change+6,126 (+15%)
Value$2.2M (+$68.6K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares45,360 from 47,329
Change-1,969 (-4%)
Value$2.1M (-$354.7K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares44,940 from 47,983
Change-3,043 (-6%)
Value$2.1M (-$318.3K)
Filed 2026-10-13
Arcadia Wealth Management, LLC
INCREASED
Shares44,805 from 21,990
Change+22,815 (+104%)
Value$2.1M (+$955.0K)
Filed 2026-10-22
Northland Securities, Inc.
INCREASED
Shares44,317 from 43,375
Change+942 (+2%)
Value$2.1M (-$195.4K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares43,936 from 33,849
Change+10,087 (+30%)
Value$2.1M (+$288.8K)
Filed 2026-11-02
Third View Private Wealth, LLC
INCREASED
Shares42,253 from 25,977
Change+16,276 (+63%)
Value$2.0M (+$624.4K)
Filed 2026-10-30
Commonwealth Retirement Investments LLC
DECREASED
Shares42,040 from 55,411
Change-13,371 (-24%)
Value$2.0M (-$937.4K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares38,936 from 38,696
Change+240 (+1%)
Value$1.8M (-$202.7K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares38,900 from 12,962
Change+25,938 (+200%)
Value$1.8M (+$1.2M)
Filed 2026-11-05
Arsenal Capital Advisors LLC
INCREASED
Shares38,118 from 22,632
Change+15,486 (+68%)
Value$1.8M (+$605.6K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares37,847 from 29,459
Change+8,388 (+28%)
Value$1.8M (+$232.9K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares37,765 from 35,076
Change+2,689 (+8%)
Value$1.8M (-$67.1K)
Filed 2026-10-28
Zenith Solutions, Inc.
DECREASED
Shares37,718 from 41,262
Change-3,544 (-9%)
Value$1.8M (-$395.5K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
INCREASED
Shares37,600 from 35,105
Change+2,495 (+7%)
Value$1.8M (-$76.4K)
Filed 2026-10-13
BCU Wealth Advisors, LLC
DECREASED
Shares37,017 from 37,305
Change-288 (-1%)
Value$1.7M (-$219.9K)
Filed 2026-10-16
WealthPLAN Partners, LLC
DECREASED
Shares36,889 from 41,910
Change-5,021 (-12%)
Value$1.7M (-$468.7K)
Filed 2026-10-15
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares34,959 from 36,238
Change-1,279 (-4%)
Value$1.6M (-$260.8K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares34,254 from 19,799
Change+14,455 (+73%)
Value$1.6M (+$572.6K)
Filed 2026-10-30
Wavvest Wealth LLC
NEW
Shares33,769
Change+33,769
Value$1.6M
Filed 2026-10-21
Traveka Wealth, LLC
INCREASED
Shares33,518 from 27,172
Change+6,346 (+23%)
Value$1.6M (+$149.2K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
DECREASED
Shares32,972 from 47,843
Change-14,871 (-31%)
Value$1.6M (-$966.3K)
Filed 2026-10-26
Gilbert Capital Group, Inc.
DECREASED
Shares32,195 from 66,769
Change-34,574 (-52%)
Value$1.5M (-$2.0M)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
INCREASED
Shares31,830 from 24,609
Change+7,221 (+29%)
Value$1.5M (+$204.7K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares31,523 from 33,851
Change-2,328 (-7%)
Value$1.5M (-$297.1K)
Filed 2026-10-08
Global View Capital Management LLC
DECREASED
Shares31,365 from 31,599
Change-234 (-1%)
Value$1.5M (-$185.8K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
INCREASED
Shares31,019 from 29,739
Change+1,280 (+4%)
Value$1.5M (-$104.1K)
Filed 2026-10-21
J.M. Arbour, LLC
DECREASED
Shares30,698 from 33,480
Change-2,782 (-8%)
Value$1.4M (-$316.4K)
Filed 2026-11-05
PUREfi Wealth, LLC
DECREASED
Shares28,618 from 31,414
Change-2,796 (-9%)
Value$1.4M (-$305.7K)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares28,307 from 27,206
Change+1,101 (+4%)
Value$1.3M (-$98.5K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED
Shares28,293 from 32,385
Change-4,092 (-13%)
Value$1.3M (-$372.2K)
Filed 2026-10-13
Beacon Financial Planning, Inc
INCREASED
Shares28,222 from 25,679
Change+2,543 (+10%)
Value$1.3M (-$22.0K)
Filed 2026-11-04
Formidable Asset Management, LLC
DECREASED
Shares28,058 from 29,458
Change-1,400 (-5%)
Value$1.5M (+$508.6K)
Filed 2026-11-03
Horizon Wealth Management, LLC
DECREASED
Shares27,945 from 31,048
Change-3,103 (-10%)
Value$1.3M (-$318.1K)
Filed 2026-11-02
Two West Capital Advisors LLC
INCREASED
Shares27,869 from 25,825
Change+2,044 (+8%)
Value$1.3M (+$210.2K)
Filed 2026-10-15
Sutton Place Investors LLC
DECREASED
Shares27,515 from 30,009
Change-2,494 (-8%)
Value$1.3M (-$283.6K)
Filed 2026-10-20
Asempa Wealth Advisors
DECREASED
Shares27,490 from 30,440
Change-2,950 (-10%)
Value$1.3M (-$290.8K)
Filed 2026-10-07
Private Client Services, LLC
NEW
Shares27,240
Change+27,240
Value$1.3M
Filed 2026-10-02
Private Trust Co NA
DECREASED
Shares26,794 from 30,976
Change-4,182 (-13%)
Value$1.3M (-$368.6K)
Filed 2026-10-20
Interchange Capital Partners, LLC
DECREASED
Shares26,108 from 28,111
Change-2,003 (-7%)
Value$1.2M (-$253.8K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares25,430 from 41,234
Change-15,804 (-38%)
Value$1.2M (-$973.8K)
Filed 2026-11-05
PCG Asset Management, LLC
NEW
Shares24,961
Change+24,961
Value$1.2M
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares24,948 from 27,154
Change-2,206 (-8%)
Value$1.2M (-$254.3K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares24,159 from 31,423
Change-7,264 (-23%)
Value$1.1M (-$516.5K)
Filed 2026-11-05
DecisionMap Wealth Management, LLC
INCREASED
Shares23,989 from 23,811
Change+178 (+1%)
Value$1.1M (-$123.3K)
Filed 2026-10-29
Optivise Advisory Services LLC
INCREASED
Shares23,521 from 22,932
Change+589 (+3%)
Value$1.1M (-$99.0K)
Filed 2026-10-19
Beacon Financial Advisory LLC
DECREASED
Shares23,424 from 25,824
Change-2,400 (-9%)
Value$1.1M (-$256.1K)
Filed 2026-10-16
Latitude Advisors, LLC
INCREASED
Shares23,354 from 18,399
Change+4,955 (+27%)
Value$1.1M (+$132.1K)
Filed 2026-10-27
FWG Investments, Llc.
INCREASED
Shares23,244 from 20,994
Change+2,250 (+11%)
Value$1.1M (-$9.9K)
Filed 2026-11-03
BXM Wealth LLC
NEW
Shares22,850
Change+22,850
Value$1.1M
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares22,692 from 25,173
Change-2,481 (-10%)
Value$1.1M (-$256.3K)
Filed 2026-11-03
MKT Advisors LLC
INCREASED
Shares22,600 from 19,757
Change+2,843 (+14%)
Value$1.1M (+$175.6K)
Filed 2026-10-20
Alterna Wealth Management, Inc
INCREASED
Shares22,481 from 21,033
Change+1,448 (+7%)
Value$1.1M (-$48.0K)
Filed 2026-10-27
W Advisors, LLC
DECREASED
Shares22,420 from 24,852
Change-2,432 (-10%)
Value$1.1M (-$252.2K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
DECREASED
Shares22,417 from 25,029
Change-2,612 (-10%)
Value$1.1M (-$261.6K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares22,274 from 18,244
Change+4,030 (+22%)
Value$1.1M (+$89.3K)
Filed 2026-10-21
Fulcrum Equity Management
INCREASED
Shares22,262 from 8,661
Change+13,601 (+157%)
Value$1.1M (+$593.9K)
Filed 2026-10-21
Raleigh Capital Management Inc.
DECREASED
Shares22,091 from 23,341
Change-1,250 (-5%)
Value$1.0M (-$188.0K)
Filed 2026-10-28
Accelerate Investment Advisors LLC
INCREASED
Shares22,082 from 21,284
Change+798 (+4%)
Value$1.0M (-$80.1K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
INCREASED
Shares21,704 from 6,684
Change+15,020 (+225%)
Value$1.0M (+$671.8K)
Filed 2026-10-20
Unify Financial Advisors
DECREASED
Shares21,659 from 23,054
Change-1,395 (-6%)
Value$1.0M (-$193.3K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares21,376 from 18,264
Change+3,112 (+17%)
Value$1.0M (+$45.9K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares21,181 from 13,614
Change+7,567 (+56%)
Value$999.5K (+$281.8K)
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares20,963 from 188
Change+20,775 (+11051%)
Value$989.2K (+$979.3K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED
Shares20,945 from 52,010
Change-31,065 (-60%)
Value$988.4K (-$1.8M)
Filed 2026-10-08
M Holdings Securities, Inc.
DECREASED
Shares20,848 from 24,543
Change-3,695 (-15%)
Value$844 (-$392)
Filed 2026-11-03
Catalyst Investment Management LLC
INCREASED
Shares20,828 from 8,823
Change+12,005 (+136%)
Value$982.9K (+$517.7K)
Filed 2026-10-21
Evolution Wealth Advisors, LLC
NEW
Shares20,595
Change+20,595
Value$971.9K
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares20,408 from 20,682
Change-274 (-1%)
Value$963.1K (-$127.3K)
Filed 2026-10-02
Sound Income Strategies, LLC
DECREASED
Shares20,337 from 29,705
Change-9,368 (-32%)
Value$968.1K (-$598.0K)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
INCREASED
Shares20,174 from 17,110
Change+3,064 (+18%)
Value$952.0K (+$50.0K)
Filed 2026-11-02
Cassilly Financial Group LLC
DECREASED
Shares19,896 from 22,043
Change-2,147 (-10%)
Value$938.9K (-$223.2K)
Filed 2026-10-07
Perigon Wealth Management, LLC
DECREASED
Shares19,392 from 20,377
Change-985 (-5%)
Value$915.1K (-$159.2K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares19,224 from 12,757
Change+6,467 (+51%)
Value$907.2K (+$234.7K)
Filed 2026-11-03
Lantern Wealth Advisors, LLC
INCREASED
Shares19,178 from 18,880
Change+298 (+2%)
Value$905.0K (-$90.4K)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares18,757 from 20,707
Change-1,950 (-9%)
Value$885.1K (-$206.5K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
DECREASED
Shares18,733 from 22,554
Change-3,821 (-17%)
Value$884.0K (-$305.0K)
Filed 2026-11-02
Integrated Wealth Management
DECREASED
Shares18,593 from 20,831
Change-2,238 (-11%)
Value$877.4K (-$220.8K)
Filed 2026-10-19
Caliber Wealth Management, LLC / KS
INCREASED
Shares18,272 from 18,073
Change+199 (+1%)
Value$862.2K (-$90.6K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
DECREASED
Shares18,098 from 21,037
Change-2,939 (-14%)
Value$854.0K (-$255.0K)
Filed 2026-10-13
LifeSteps Financial, Inc.
INCREASED
Shares17,240 from 2,092
Change+15,148 (+724%)
Value$813.6K (+$703.3K)
Filed 2026-10-15
RDA Financial Network
DECREASED
Shares17,106 from 20,319
Change-3,213 (-16%)
Value$807.2K (-$264.0K)
Filed 2026-10-15
Grange Capital, LLC
INCREASED
Shares16,724 from 16,363
Change+361 (+2%)
Value$789.2K (-$73.5K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares16,720 from 22,166
Change-5,446 (-25%)
Value$789.0K (-$380.0K)
Filed 2026-10-22
BAM Wealth Management, LLC
INCREASED
Shares16,206 from 7,943
Change+8,263 (+104%)
Value$764.8K (+$346.0K)
Filed 2026-10-15
WJ Wealth Management, LLC
DECREASED
Shares16,109 from 174,181
Change-158,072 (-91%)
Value$760.1K (-$8.4M)
Filed 2026-11-03
Box Hill Private Wealth LLC
INCREASED
Shares15,547 from 14,651
Change+896 (+6%)
Value$733.7K (-$38.7K)
Filed 2026-10-05
Semus Wealth Partners LLC
DECREASED
Shares15,461 from 16,057
Change-596 (-4%)
Value$729.6K (-$116.9K)
Filed 2026-10-22
Castleview Partners, LLC
INCREASED
Shares15,008 from 12,024
Change+2,984 (+25%)
Value$708.2K (+$74.3K)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
INCREASED
Shares14,891 from 10,986
Change+3,905 (+36%)
Value$702.7K (+$123.5K)
Filed 2026-10-20
Aspire Private Capital, LLC
DECREASED
Shares14,827 from 16,031
Change-1,204 (-8%)
Value$699.7K (-$145.5K)
Filed 2026-11-05
Key Capital Management, Inc
INCREASED
Shares14,632 from 12,650
Change+1,982 (+16%)
Value$690.5K (+$23.6K)
Filed 2026-11-03
Solstein Capital, LLC
INCREASED
Shares14,546 from 13,749
Change+797 (+6%)
Value$686.4K (-$38.4K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
NEW
Shares14,496
Change+14,496
Value$684.1K
Filed 2026-10-13
ASL Financial, LLC
INCREASED
Shares14,372 from 8,409
Change+5,963 (+71%)
Value$678.2K (+$234.9K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares14,210 from 782
Change+13,428 (+1717%)
Value$670.6K (+$629.3K)
Filed 2026-10-29
Richardson Capital Management LLC
INCREASED
Shares14,149 from 11,038
Change+3,111 (+28%)
Value$667.7K (+$85.8K)
Filed 2026-10-23
IPG Investment Advisors LLC
INCREASED
Shares13,517 from 12,612
Change+905 (+7%)
Value$637.9K (-$27.0K)
Filed 2026-10-30
Apollon Financial, LLC
INCREASED
Shares13,430 from 5,550
Change+7,880 (+142%)
Value$633.8K (+$341.2K)
Filed 2026-10-23
Crown Wealth Group, LLC
INCREASED
Shares13,205 from 12,140
Change+1,065 (+9%)
Value$623.1K (-$16.9K)
Filed 2026-10-19
First Growth Capital LLC
INCREASED
Shares13,149 from 9,393
Change+3,756 (+40%)
Value$620.5K (+$125.3K)
Filed 2026-10-15
Cornerstone Wealth, LLC
INCREASED
Shares12,885 from 4,563
Change+8,322 (+182%)
Value$521.1K (+$313.8K)
Filed 2026-10-28
Carmel Capital Partners, LLC
NEW
Shares12,881
Change+12,881
Value$607.9K
Filed 2026-11-03
MN Wealth Advisors, LLC
DECREASED
Shares12,856 from 14,462
Change-1,606 (-11%)
Value$606.7K (-$155.8K)
Filed 2026-10-23
MSH Capital Advisors LLC
DECREASED
Shares12,736 from 13,575
Change-839 (-6%)
Value$601.0K (-$114.7K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares12,471 from 7,859
Change+4,612 (+59%)
Value$588.5K (+$174.2K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares11,849 from 8,962
Change+2,887 (+32%)
Value$559.2K (+$86.7K)
Filed 2026-10-13
Legacy Wealth Partners, LLC
DECREASED
Shares11,652 from 14,282
Change-2,630 (-18%)
Value$549.9K (-$203.1K)
Filed 2026-10-15
LexAurum Advisors, LLC
UNCHANGED
Shares11,389 from 11,389
Change0 (0%)
Value$537.4K (-$63.0K)
Filed 2026-10-19
Cooper Financial Group
DECREASED
Shares11,202 from 11,274
Change-72 (-1%)
Value$528.6K (-$65.8K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares10,807 from 8,765
Change+2,042 (+23%)
Value$510.0K (+$47.9K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares10,755 from 10,755
Change0 (0%)
Value$507.5K (-$59.5K)
Filed 2026-10-13
Aegis Wealth Management, Inc.
INCREASED
Shares10,621 from 9,225
Change+1,396 (+15%)
Value$501.2K (+$14.9K)
Filed 2026-10-26
Stackstone Wealth, LLC
NEW
Shares10,382
Change+10,382
Value$489.9K
Filed 2026-10-19
Blue Capital, Inc.
INCREASED
Shares10,277 from 10,030
Change+247 (+2%)
Value$485.0K (-$43.8K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares9,603 from 11,528
Change-1,925 (-17%)
Value$453.2K (-$154.6K)
Filed 2026-10-16
Independent Wealth Advisors LLC
INCREASED
Shares9,477 from 6,106
Change+3,371 (+55%)
Value$447.2K (+$125.3K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
INCREASED
Shares9,311 from 824
Change+8,487 (+1030%)
Value$439.4K (+$395.9K)
Filed 2026-11-04
D.A. Davidson & Co.
NEW
Shares9,176
Change+9,176
Value$433.0K
Filed 2026-10-28
Lockerman Financial Group, Inc.
DECREASED
Shares9,175 from 10,018
Change-843 (-8%)
Value$433.0K (-$95.2K)
Filed 2026-10-19
Spinnaker Investment Group, LLC
DECREASED
Shares9,160 from 10,055
Change-895 (-9%)
Value$432.3K (-$97.8K)
Filed 2026-10-13
Mainstream Capital Management LLC
NEW
Shares8,573
Change+8,573
Value$404.6K
Filed 2026-10-23
Atlas Brown,Inc.
INCREASED
Shares8,530 from 6,528
Change+2,002 (+31%)
Value$402.5K (+$58.4K)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares8,406 from 7,746
Change+660 (+9%)
Value$396.7K (-$11.7K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares8,374 from 7,151
Change+1,223 (+17%)
Value$395.2K (+$18.2K)
Filed 2026-10-20
Midwest Financial Network, LLC
INCREASED
Shares8,315 from 7,213
Change+1,102 (+15%)
Value$392.4K (+$12.1K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares8,277 from 8,727
Change-450 (-5%)
Value$390.6K (-$69.5K)
Filed 2026-10-21
Oregon Pacific Wealth Management, LLC
DECREASED
Shares8,155 from 8,692
Change-537 (-6%)
Value$384.8K (-$73.4K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares7,955 from 8,534
Change-579 (-7%)
Value$375.4K (-$74.5K)
Filed 2026-10-23
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares7,914 from 7,832
Change+82 (+1%)
Value$373.5K (-$39.4K)
Filed 2026-10-16
Cascade Investment Group, Inc.
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$372.8K (-$43.7K)
Filed 2026-10-13
Quartz Partners, LLC
INCREASED
Shares7,815 from 7,725
Change+90 (+1%)
Value$368.8K (-$38.5K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares7,660 from 14,913
Change-7,253 (-49%)
Value$361.5K (-$411.6K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW
Shares7,422
Change+7,422
Value$348.6K
Filed 2026-10-27
Ballast Rock Private Wealth LLC
INCREASED
Shares7,270 from 6,235
Change+1,035 (+17%)
Value$343.1K (+$14.4K)
Filed 2026-10-26
Advisory Solutions Group, LLC
DECREASED
Shares7,255 from 9,957
Change-2,702 (-27%)
Value$342.4K (-$182.6K)
Filed 2026-10-14
HB Wealth Management, LLC
NEW
Shares7,151
Change+7,151
Value$337.5K
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares7,145 from 7,145
Change0 (0%)
Value$376.7K ($0)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares7,143 from 7,310
Change-167 (-2%)
Value$337.1K (-$48.3K)
Filed 2026-11-04
Waldron Private Wealth LLC
DECREASED
Shares6,761 from 7,389
Change-628 (-8%)
Value$319.1K (-$70.5K)
Filed 2026-11-02
Krilogy Financial LLC
NEW
Shares6,756
Change+6,756
Value$316.4K
Filed 2026-10-13
Bdfs Capital LLC
DECREASED
Shares6,753 from 7,519
Change-766 (-10%)
Value$318.7K (-$77.7K)
Filed 2026-10-14
Saxon Interests, Inc.
DECREASED
Shares6,544 from 12,593
Change-6,049 (-48%)
Value$308.8K (-$355.1K)
Filed 2026-10-26
RCS Financial Planning, LLC
DECREASED
Shares6,425 from 8,022
Change-1,597 (-20%)
Value$303.2K (-$119.7K)
Filed 2026-10-14
Entrewealth, LLC
INCREASED
Shares6,368 from 6,357
Change+11 (+0%)
Value$300.5K (+$21.3K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED
Shares6,350 from 6,230
Change+120 (+2%)
Value$299.7K (-$28.8K)
Filed 2026-10-05
Syntegra Private Wealth Group, LLC
DECREASED
Shares6,171 from 6,822
Change-651 (-10%)
Value$291.2K (-$68.5K)
Filed 2026-10-13
Trinity Wealth Management, LLC
INCREASED
Shares6,120 from 5,868
Change+252 (+4%)
Value$288.8K (-$20.6K)
Filed 2026-10-13
Strategy Asset Managers LLC
DECREASED
Shares6,050 from 6,394
Change-344 (-5%)
Value$285.5K (-$51.6K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares5,996 from 9,498
Change-3,502 (-37%)
Value$283.0K (-$217.8K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
INCREASED
Shares5,982 from 5,773
Change+209 (+4%)
Value$282.3K (-$22.1K)
Filed 2026-11-05
Stewardship Advisors, LLC
INCREASED
Shares5,856 from 5,305
Change+551 (+10%)
Value$276.3K (-$3.3K)
Filed 2026-10-20
Atlatl Advisers LLC
DECREASED
Shares5,465 from 6,794
Change-1,329 (-20%)
Value$257.9K (-$100.3K)
Filed 2026-10-22
Soltis Investment Advisors LLC
NEW
Shares5,392
Change+5,392
Value$254.4K
Filed 2026-10-28
Chicago Partners Investment Group LLC
NEW
Shares5,373
Change+5,373
Value$217.3K
Filed 2026-10-27
Elevation Wealth Management LLC
DECREASED
Shares5,148 from 5,254
Change-106 (-2%)
Value$242.9K (-$34.1K)
Filed 2026-11-02
Auctus Advisors LLC
UNCHANGED
Shares5,122 from 5,122
Change0 (0%)
Value$241.7K (-$28.3K)
Filed 2026-10-23
Bison Wealth, LLC
DECREASED
Shares5,117 from 8,231
Change-3,114 (-38%)
Value$239.7K (-$157.0K)
Filed 2026-10-13
Richmond Investment Services, LLC
INCREASED
Shares4,948 from 4,833
Change+115 (+2%)
Value$233.5K (-$21.3K)
Filed 2026-10-29
Winthrop Advisory Group LLC
DECREASED
Shares4,902 from 5,406
Change-504 (-9%)
Value$231.3K (-$53.7K)
Filed 2026-10-22
AA Financial Advisors, LLC
DECREASED
Shares4,866 from 5,536
Change-670 (-12%)
Value$229.6K (-$62.2K)
Filed 2026-10-19
Forthright Family Wealth Advisory LLC
DECREASED
Shares4,762 from 6,287
Change-1,525 (-24%)
Value$224.7K (-$106.7K)
Filed 2026-11-03
DSG Capital Advisors, LLC
DECREASED
Shares4,665 from 5,393
Change-728 (-13%)
Value$220.1K (-$31.4K)
Filed 2026-11-05
NBT Bank, N.A.
UNCHANGED
Shares4,571 from 4,571
Change0 (0%)
Value$215.7K (-$25.3K)
Filed 2026-10-21
Smith & Howard Wealth Management, LLC
DECREASED
Shares4,523 from 4,876
Change-353 (-7%)
Value$213.4K (-$43.6K)
Filed 2026-10-27
Team Financial Group, LLC
INCREASED
Shares4,472 from 4,111
Change+361 (+9%)
Value$211.0K (-$5.7K)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares4,436 from 13,566
Change-9,130 (-67%)
Value$209.3K (-$505.9K)
Filed 2026-10-14
Nations Financial Group Inc,
INCREASED
Shares4,399 from 3,956
Change+443 (+11%)
Value$207.6K (-$972)
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
DECREASED
Shares4,250 from 5,000
Change-750 (-15%)
Value$200.6K (-$63.0K)
Filed 2026-10-19
Chilton Capital Management LLC
NEW
Shares4,100
Change+4,100
Value$193.5K
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares3,777 from 3,534
Change+243 (+7%)
Value$178.2K (-$8.1K)
Filed 2026-10-14
Kingdom Financial Group Llc.
DECREASED
Shares3,455 from 4,417
Change-962 (-22%)
Value$163.0K (-$69.8K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
INCREASED
Shares3,314 from 2,356
Change+958 (+41%)
Value$156.4K (+$32.2K)
Filed 2026-10-09
Heritage Family Offices, LLP
NEW
Shares3,140
Change+3,140
Value$148.2K
Filed 2026-11-02
First Horizon Corp
INCREASED
Shares2,837 from 2,185
Change+652 (+30%)
Value$133.9K (+$18.7K)
Filed 2026-10-26
Reap Financial Group, LLC
DECREASED
Shares2,755 from 2,772
Change-17 (-1%)
Value$130.0K (-$16.1K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares2,409
Change+2,409
Value$113.7K
Filed 2026-10-27
Milestone Investment Advisors LLC
NEW
Shares2,177
Change+2,177
Value$102.7K
Filed 2026-11-05
Financial Management Professionals, Inc.
DECREASED
Shares2,073 from 7,231
Change-5,158 (-71%)
Value$97.8K (-$283.4K)
Filed 2026-10-23
Jnba Financial Advisors
INCREASED
Shares1,866 from 441
Change+1,425 (+323%)
Value$88.1K (+$64.8K)
Filed 2026-11-03
Mosley Wealth Management
DECREASED
Shares1,860 from 2,122
Change-262 (-12%)
Value$80.6K (-$31.3K)
Filed 2026-10-16
Montgomery Financial Services LLC
INCREASED
Shares1,832 from 815
Change+1,017 (+125%)
Value$86.5K (+$43.5K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares1,500 from 929
Change+571 (+61%)
Value$71.8K (+$25.8K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares1,499 from 10,586
Change-9,087 (-86%)
Value$70.7K (-$487.3K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,425 from 1,463
Change-38 (-3%)
Value$67.2K (-$9.9K)
Filed 2026-11-02
Nemes Rush Group LLC
INCREASED
Shares1,182 from 1,099
Change+83 (+8%)
Value$55.8K (-$2.2K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares1,149 from 1,149
Change0 (0%)
Value$60.6K ($0)
Filed 2026-11-05
Wells Financial Advisors Inc
DECREASED
Shares1,130 from 1,141
Change-11 (-1%)
Value$53.3K (-$6.8K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares1,008
Change+1,008
Value$47.6K
Filed 2026-10-19
Arlington Trust Co LLC
NEW
Shares1,000
Change+1,000
Value$47.2K
Filed 2026-10-20
Bokf, NA
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$46.5K (-$5.4K)
Filed 2026-10-27
Advocate Investing Services LLC
DECREASED
Shares901 from 926
Change-25 (-3%)
Value$42.5K (-$6.3K)
Filed 2026-10-26
Salomon & Ludwin, LLC
INCREASED
Shares901 from 881
Change+20 (+2%)
Value$42.5K (-$1.1K)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
NEW
Shares895
Change+895
Value$42.2K
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares809 from 190
Change+619 (+326%)
Value$38.2K (+$28.2K)
Filed 2026-11-05
Yankcom Partnership
NEW
Shares753
Change+753
Value$35.5K
Filed 2026-10-15
Keystone Financial Group, Inc.
INCREASED
Shares736 from 669
Change+67 (+10%)
Value$34.7K (-$538)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
DECREASED
Shares716 from 759
Change-43 (-6%)
Value$33.8K (-$6.2K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares702 from 3,360
Change-2,658 (-79%)
Value$33.1K (-$144.0K)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$24.0K (-$2.8K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
NEW
Shares489
Change+489
Value$23.1K
Filed 2026-10-13
Clark Wealth Partners
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$21.8K (-$2.5K)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$21.0K (-$2.5K)
Filed 2026-11-02
Belvedere Trading LLC
NEW
Shares423
Change+423
Value$20.0K
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares415
Change+415
Value$19.6K
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
NEW
Shares393
Change+393
Value$19
Filed 2026-11-04
Essential Partners LLC
NEW
Shares375
Change+375
Value$17.7K
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares365
Change+365
Value$17.2K
Filed 2026-10-27
Central Trust Co
DECREASED
Shares346 from 647
Change-301 (-47%)
Value$16.3K (-$17.8K)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED
Shares335 from 260
Change+75 (+29%)
Value$15.8K (+$2.1K)
Filed 2026-10-19
City State Bank
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$14.6K (-$1.7K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares252 from 122
Change+130 (+107%)
Value$11.9K (+$5.5K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares244 from 71,603
Change-71,359 (-100%)
Value$11.5K (-$3.8M)
Filed 2026-10-30
Asset Dedication, LLC
NEW
Shares240
Change+240
Value$11.3K
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$10.9K (-$1.3K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
NEW
Shares219
Change+219
Value$10.3K
Filed 2026-10-20
Nova Financial LLC
NEW
Shares174
Change+174
Value$8.2K
Filed 2026-11-04
AlphaCore Capital LLC
NEW
Shares165
Change+165
Value$7.8K
Filed 2026-11-04
Networth Advisors, LLC
DECREASED
Shares162 from 203
Change-41 (-20%)
Value$7.6K (-$3.1K)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares154
Change+154
Value$7.3K
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares123 from 94
Change+29 (+31%)
Value$5.8K (+$848)
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares118
Change+118
Value$5.1K
Filed 2026-10-26
Evolution Wealth Management Inc.
NEW
Shares114
Change+114
Value$5.4K
Filed 2026-10-28
SJS Investment Consulting Inc.
NEW
Shares102
Change+102
Value$4.8K
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$4.2K (-$492)
Filed 2026-10-16
Parkside Financial Bank & Trust
DECREASED
Shares73 from 118
Change-45 (-38%)
Value$3.4K (-$2.8K)
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.1K (-$365)
Filed 2026-11-05
United Financial Planning Group LLC
NEW
Shares61
Change+61
Value$2.9K
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.2K (-$254)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
NEW
Shares45
Change+45
Value$2.1K
Filed 2026-11-04
Horizon Financial Services, LLC
NEW
Shares45
Change+45
Value$2.1K
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.8K (-$216)
Filed 2026-10-26
Bfsg, LLC
NEW
Shares31
Change+31
Value$1.5K
Filed 2026-10-30
Proathlete Wealth Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.4K (-$169)
Filed 2026-10-15
Lynch Investment Planning, LLC
NEW
Shares28
Change+28
Value$1.3K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.0K (-$122)
Filed 2026-10-27
Downshift Financial, LLC
NEW
Shares8
Change+8
Value$378
Filed 2026-10-13
DecisionPoint Financial, LLC
DECREASED
Shares4 from 60
Change-56 (-93%)
Value$190 (-$2.8K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$94
Filed 2026-10-30
Scarborough Advisors, LLC
CLOSED
Shares0 from 531,057
Change-531,057 (-100%)
Value$0 (-$26.0M)
Filed 2026-10-16
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 307,265
Change-307,265 (-100%)
Value$0 (-$16.2M)
Filed 2026-11-03
Arwa LLC
CLOSED
Shares0 from 41,696
Change-41,696 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-21
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 16,337
Change-16,337 (-100%)
Value$0 (-$861.3K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 10,881
Change-10,881 (-100%)
Value$0 (-$573.6K)
Filed 2026-11-04
South Shore Capital Advisors
CLOSED
Shares0 from 8,222
Change-8,222 (-100%)
Value$0 (-$433.5K)
Filed 2026-10-20
Madson Wealth Advisors Inc
CLOSED
Shares0 from 6,599
Change-6,599 (-100%)
Value$0 (-$347.9K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 6,161
Change-6,161 (-100%)
Value$0 (-$324.8K)
Filed 2026-10-16
Veracity Capital LLC
CLOSED
Shares0 from 5,528
Change-5,528 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-08
Gallacher Capital Management LLC
CLOSED
Shares0 from 4,712
Change-4,712 (-100%)
Value$0 (-$248.4K)
Filed 2026-10-30
Berman McAleer LLC
CLOSED
Shares0 from 4,550
Change-4,550 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-16
Southland Equity Partners LLC
CLOSED
Shares0 from 4,530
Change-4,530 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-14
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 4,445
Change-4,445 (-100%)
Value$0 (-$234.3K)
Filed 2026-10-26
Prospera Financial Services Inc
CLOSED
Shares0 from 4,289
Change-4,289 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-04
Professional Financial Advisors, LLC
CLOSED
Shares0 from 4,263
Change-4,263 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-13
Islay Capital Management, LLC
CLOSED
Shares0 from 4,143
Change-4,143 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-20
Searle & Co.
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$210.9K)
Filed 2026-11-04
Avior Wealth Management, LLC
CLOSED
Shares0 from 3,971
Change-3,971 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-13
Centennial Advisors, LLC
CLOSED
Shares0 from 3,796
Change-3,796 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-21
Decker Retirement Planning Inc.
CLOSED
Shares0 from 831
Change-831 (-100%)
Value$0 (-$43.8K)
Filed 2026-10-19
Tucker Asset Management LLC
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$29.4K)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 335
Change-335 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-27
Pittenger & Anderson Inc
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$12.7K)
Filed 2026-11-02
WPG Advisers, LLC
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-27
CX Institutional
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$3)
Filed 2026-10-02
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-07
Envestnet Asset Management Inc
N/A
Shares— from 57,566,650
Change-57,566,650 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 26,585,056
Change-26,585,056 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,932,165
Change-15,932,165 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 14,150,853
Change-14,150,853 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,200,979
Change-10,200,979 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,213,447
Change-9,213,447 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,660,357
Change-6,660,357 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,160,767
Change-6,160,767 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,183,823
Change-5,183,823 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,116,022
Change-5,116,022 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,637,181
Change-4,637,181 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,331,839
Change-4,331,839 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,089,344
Change-3,089,344 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,934,791
Change-2,934,791 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,406,212
Change-2,406,212 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,346,711
Change-2,346,711 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,249,238
Change-2,249,238 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,202,045
Change-2,202,045 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,163,848
Change-2,163,848 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,922,376
Change-1,922,376 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,861,364
Change-1,861,364 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,817,689
Change-1,817,689 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,734,778
Change-1,734,778 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,516,660
Change-1,516,660 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,502,184
Change-1,502,184 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,464,996
Change-1,464,996 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,384,319
Change-1,384,319 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,353,121
Change-1,353,121 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,320,642
Change-1,320,642 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,275,000
Change-1,275,000 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 991,220
Change-991,220 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 874,028
Change-874,028 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 823,838
Change-823,838 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 822,877
Change-822,877 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 720,220
Change-720,220 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 708,465
Change-708,465 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 677,611
Change-677,611 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 647,452
Change-647,452 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 625,253
Change-625,253 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 624,494
Change-624,494 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 598,286
Change-598,286 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 592,488
Change-592,488 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 507,975
Change-507,975 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 487,559
Change-487,559 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 483,113
Change-483,113 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 468,378
Change-468,378 (-100%)
Value—
&partners
N/A
Shares— from 460,368
Change-460,368 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 445,504
Change-445,504 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 397,817
Change-397,817 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 391,169
Change-391,169 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 387,287
Change-387,287 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 377,921
Change-377,921 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 364,081
Change-364,081 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 355,654
Change-355,654 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 341,560
Change-341,560 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 337,302
Change-337,302 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 328,627
Change-328,627 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 326,469
Change-326,469 (-100%)
Value—
EQ LLC
N/A
Shares— from 312,275
Change-312,275 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 308,224
Change-308,224 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 297,104
Change-297,104 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 289,873
Change-289,873 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 288,998
Change-288,998 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 288,610
Change-288,610 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 281,972
Change-281,972 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 270,562
Change-270,562 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 268,644
Change-268,644 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 260,734
Change-260,734 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 260,353
Change-260,353 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 248,027
Change-248,027 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 227,170
Change-227,170 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 226,766
Change-226,766 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 209,497
Change-209,497 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 203,565
Change-203,565 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 203,415
Change-203,415 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 202,869
Change-202,869 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 202,464
Change-202,464 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 197,710
Change-197,710 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 197,643
Change-197,643 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 197,056
Change-197,056 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 194,981
Change-194,981 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 187,848
Change-187,848 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 186,844
Change-186,844 (-100%)
Value—
EWA, LLC
N/A
Shares— from 186,666
Change-186,666 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 185,588
Change-185,588 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 175,763
Change-175,763 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 171,060
Change-171,060 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 167,819
Change-167,819 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 165,409
Change-165,409 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 164,474
Change-164,474 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 158,184
Change-158,184 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 158,068
Change-158,068 (-100%)
Value—
Invst, LLC
N/A
Shares— from 156,337
Change-156,337 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 154,143
Change-154,143 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 148,946
Change-148,946 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 139,883
Change-139,883 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 139,150
Change-139,150 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 135,112
Change-135,112 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 134,090
Change-134,090 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 132,710
Change-132,710 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 131,810
Change-131,810 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 130,289
Change-130,289 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 126,871
Change-126,871 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 121,741
Change-121,741 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 121,383
Change-121,383 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 115,889
Change-115,889 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 111,543
Change-111,543 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 111,497
Change-111,497 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 110,614
Change-110,614 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 104,274
Change-104,274 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 100,669
Change-100,669 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 97,900
Change-97,900 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 93,000
Change-93,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 92,546
Change-92,546 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 85,425
Change-85,425 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 83,711
Change-83,711 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 82,465
Change-82,465 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 73,653
Change-73,653 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 71,230
Change-71,230 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 69,172
Change-69,172 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 68,712
Change-68,712 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 67,570
Change-67,570 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 65,784
Change-65,784 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 64,680
Change-64,680 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 62,697
Change-62,697 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 61,488
Change-61,488 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 60,963
Change-60,963 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 59,727
Change-59,727 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 55,245
Change-55,245 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 54,289
Change-54,289 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 53,669
Change-53,669 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 52,073
Change-52,073 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 51,700
Change-51,700 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 51,051
Change-51,051 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 50,748
Change-50,748 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 50,623
Change-50,623 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 48,968
Change-48,968 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 47,904
Change-47,904 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 47,371
Change-47,371 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 47,339
Change-47,339 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 45,810
Change-45,810 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 45,617
Change-45,617 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 44,977
Change-44,977 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,747
Change-43,747 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 42,949
Change-42,949 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 39,709
Change-39,709 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 39,244
Change-39,244 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 38,844
Change-38,844 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,639
Change-38,639 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 38,259
Change-38,259 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 37,993
Change-37,993 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 35,474
Change-35,474 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 34,898
Change-34,898 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 34,174
Change-34,174 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 33,567
Change-33,567 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 32,684
Change-32,684 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 31,935
Change-31,935 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 30,941
Change-30,941 (-100%)
Value—
Stephen J. Garry & Associates, LLC
N/A
Shares— from 30,780
Change-30,780 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 29,915
Change-29,915 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 29,721
Change-29,721 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 29,672
Change-29,672 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,926
Change-28,926 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 27,796
Change-27,796 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 27,733
Change-27,733 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 27,497
Change-27,497 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 26,649
Change-26,649 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 26,469
Change-26,469 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 26,095
Change-26,095 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 25,930
Change-25,930 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 25,774
Change-25,774 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 25,510
Change-25,510 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 25,152
Change-25,152 (-100%)
Value—
EFG International AG
N/A
Shares— from 24,573
Change-24,573 (-100%)
Value—
Nwam LLC
N/A
Shares— from 24,548
Change-24,548 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,190
Change-24,190 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 23,948
Change-23,948 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 23,906
Change-23,906 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 22,701
Change-22,701 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 20,574
Change-20,574 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 18,915
Change-18,915 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,605
Change-18,605 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 18,452
Change-18,452 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 18,395
Change-18,395 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 16,895
Change-16,895 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 16,644
Change-16,644 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 16,014
Change-16,014 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 15,292
Change-15,292 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 15,256
Change-15,256 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 14,937
Change-14,937 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 14,881
Change-14,881 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 14,828
Change-14,828 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 14,529
Change-14,529 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,231
Change-14,231 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 14,198
Change-14,198 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,595
Change-13,595 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,218
Change-13,218 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 13,070
Change-13,070 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 12,790
Change-12,790 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 12,254
Change-12,254 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12,109
Change-12,109 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 12,067
Change-12,067 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 11,088
Change-11,088 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 10,079
Change-10,079 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,319
Change-9,319 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 9,027
Change-9,027 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,935
Change-8,935 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,822
Change-6,822 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 6,528
Change-6,528 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,892
Change-4,892 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 626
Change-626 (-100%)
Value—
NBH Bank
N/A
Shares— from 432
Change-432 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 365
Change-365 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 363
Change-363 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 181
Change-181 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 148
Change-148 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
OpenArc Corporate Advisory, LLC
INCREASED5,749,0245,311,398+437,626+8%$280.0M$271.3M-$8.7M2026-10-21
Sagespring Wealth Partners, LLC
INCREASED5,576,1465,280,812+295,334+6%$278.4M$263.1M-$15.3M2026-10-22
Park Avenue Securities LLC
DECREASED4,631,5345,319,125-687,591-13%$280.4M$218.6M-$61.9M2026-10-26
Commonwealth Equity Services, LLC
DECREASED2,664,7342,881,912-217,178-8%$151.9M$125.7M-$26.2M2026-11-02
Sofi Wealth, LLC
DECREASED2,595,0702,635,605-40,535-2%$138.9M$122.5M-$16.5M2026-10-27
Bank of New York Mellon Corp
DECREASED2,492,2202,547,345-55,125-2%$134.3M$117.6M-$16.7M2026-11-05
JB Capital LLC
DECREASED1,547,6321,651,778-104,146-6%$87.1M$73.0M-$14.0M2026-10-19
Thrivent Financial for Lutherans
INCREASED1,505,5091,393,229+112,280+8%$73.1M$16.5M-$56.5M2026-11-05
Vise Technologies, Inc.
INCREASED1,210,148870,180+339,968+39%$45.9M$57.1M+$11.2M2026-10-29
Abundance Wealth Counselors
DECREASED984,391990,825-6,434-1%$52.2M$46.5M-$5.8M2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED975,182939,162+36,020+4%$49.5M$46.0M-$3.5M2026-10-14
Kestra Advisory Services, LLC
INCREASED811,639641,195+170,444+27%$33.8M$38.3M+$4.5M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED731,597704,032+27,565+4%$37.1M$34.5M-$2.6M2026-11-02
Integrity Alliance, Llc.
INCREASED726,012708,263+17,749+3%$37.3M$34.3M-$3.1M2026-10-29
Ascent Group, LLC
DECREASED698,048806,289-108,241-13%$42.5M$32.9M-$9.6M2026-10-30
Patton Albertson Miller Group, LLC
INCREASED693,533682,952+10,581+2%$36.0M$32.7M-$3.3M2026-10-26
Assetmark, Inc
DECREASED692,580695,064-2,4840%$36.6M$32.7M-$4.0M2026-10-21
Bensler, LLC
INCREASED678,529632,671+45,858+7%$33.4M$32.0M-$1.3M2026-11-05
Atria Investments, Inc
DECREASED645,967727,504-81,537-11%$38.4M$30.5M-$7.9M2026-10-15
Parcion Private Wealth LLC
DECREASED616,987622,079-5,092-1%$32.8M$29.1M-$3.7M2026-10-28
Truist Financial Corp
DECREASED606,296678,726-72,430-11%$35.8M$28.6M-$7.2M2026-10-30
Shepherd Financial Partners LLC
DECREASED603,523618,705-15,182-2%$32.6M$28.5M-$4.1M2026-11-03
Tennessee Valley Asset Management Partners
DECREASED587,779639,824-52,045-8%$33.7M$27.7M-$6.0M2026-11-03
Triad Wealth Partners, LLC
DECREASED583,828626,347-42,519-7%$26.8M$27.6M+$762.0K2026-10-26
Sharkey, Howes & Javer
INCREASED529,118473,398+55,720+12%$25.0M$25.0M+$11.5K2026-10-22
MGO One Seven LLC
INCREASED501,770498,577+3,193+1%$26.3M$23.7M-$2.6M2026-10-28
Unique Wealth, LLC
INCREASED490,100458,867+31,233+7%$24.2M$23.1M-$1.1M2026-10-16
Choreo, LLC
INCREASED441,933437,840+4,093+1%$23.1M$20.9M-$2.2M2026-10-28
West Wealth Group, LLC
DECREASED427,987451,582-23,595-5%$23.8M$20.2M-$3.6M2026-10-14
Greater Midwest Financial Group, LLC
INCREASED427,852410,397+17,455+4%$21.6M$20.2M-$1.4M2026-10-13
Marks Group Wealth Management, Inc
DECREASED415,391514,468-99,077-19%$27.1M$19.6M-$7.5M2026-11-05
Trek Financial, LLC
DECREASED391,877405,645-13,768-3%$21.4M$18.5M-$2.9M2026-10-29
Stone House Investment Management, LLC
DECREASED386,378386,933-5550%$20.4M$18.2M-$2.2M2026-10-23
SteelPeak Wealth, LLC
INCREASED355,106335,401+19,705+6%$17.7M$16.8M-$924.9K2026-10-16
Horst & Graben Wealth Management LLC
DECREASED351,363382,368-31,005-8%$18.9M$16.6M-$2.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED317,207217,012+100,195+46%$10.4M$15.1M+$4.7M2026-10-13
Farther Finance Advisors, LLC
DECREASED310,029316,195-6,166-2%$16.7M$14.6M-$2.0M2026-10-08
Concurrent Investment Advisors, LLC
DECREASED307,610397,268-89,658-23%$20.9M$14.5M-$6.4M2026-10-16
KWB Wealth
DECREASED307,559357,164-49,605-14%$18.8M$14.5M-$4.3M2026-10-16
CFS Investment Advisory Services, LLC
DECREASED303,342353,805-50,463-14%$16.6M$15.1M-$1.5M2026-10-19
Centerline Wealth Advisors, LLC
INCREASED293,037286,945+6,092+2%$15.1M$13.8M-$1.3M2026-10-15
Embree Financial Group
INCREASED286,843264,731+22,112+8%$14.0M$13.5M-$420.5K2026-10-22
Physician Wealth Advisors, Inc.
DECREASED280,414305,913-25,499-8%$16.1M$13.2M-$2.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED278,330210,977+67,353+32%$8.9M$12.1M+$3.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED278,330210,977+67,353+32%$8.9M$12.1M+$3.2M2026-10-20
Oak Barrel Wealth Advisory LLC
INCREASED270,731252,580+18,151+7%$13.3M$12.8M-$540.2K2026-11-05
Detalus Advisors, LLC
DECREASED267,599301,030-33,431-11%$15.9M$12.6M-$3.2M2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED267,095275,657-8,562-3%$14.5M$12.6M-$1.9M2026-10-13
Kelly Financial Services LLC
DECREASED264,999268,572-3,573-1%$14.2M$12.5M-$1.7M2026-10-20
Elevated Financial Group LLC
INCREASED262,695137,765+124,930+91%$7.3M$12.4M+$5.1M2026-10-16
Security Financial Services, Inc.
DECREASED259,654301,712-42,058-14%$15.9M$12.3M-$3.7M2026-10-29
Strategic Blueprint, LLC
DECREASED256,158283,852-27,694-10%$15.0M$12.1M-$2.9M2026-10-22
Keeler & Nadler Financial Planning & Wealth Management
INCREASED250,490235,240+15,250+6%$12.4M$11.8M-$581.3K2026-10-28
Cornerstone Wealth Group, LLC
INCREASED248,940239,665+9,275+4%$12.6M$11.7M-$887.7K2026-11-02
Tsfg, LLC
DECREASED247,366384,247-136,881-36%$20.3M$11.7M-$8.6M2026-10-23
Avid Wealth Partners LLC
INCREASED241,479214,928+26,551+12%$11.3M$11.4M+$64.4K2026-11-03
Cardinal Strategic Wealth Guidance
DECREASED240,009261,414-21,405-8%$13.8M$11.3M-$2.5M2026-11-02
Hemming& Wealth Management, Inc.
INCREASED230,657212,817+17,840+8%$11.2M$10.9M-$335.0K2026-10-20
Buttonwood Financial Group, LLC
DECREASED228,500258,723-30,223-12%$13.6M$11.4M-$2.3M2026-10-16
Golden State Wealth Management, LLC
INCREASED227,251217,958+9,293+4%$11.5M$10.7M-$766.7K2026-11-02
Beacon Financial Group
DECREASED226,085271,272-45,187-17%$14.3M$10.7M-$3.6M2026-10-19
ShoreHaven Wealth Partners, LLC
INCREASED223,421208,852+14,569+7%$11.0M$10.5M-$467.4K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED222,224219,874+2,350+1%$11.6M$10.5M-$1.1M2026-10-22
Midwest Capital Advisors, LLC
DECREASED214,756234,379-19,623-8%$12.4M$10.1M-$2.2M2026-11-04
Cypress Wealth Services, LLC
DECREASED209,448223,091-13,643-6%$11.8M$10.4M-$1.3M2026-10-21
Kestra Private Wealth Services, LLC
DECREASED207,588213,884-6,296-3%$11.3M$9.8M-$1.5M2026-10-30
Plancorp, LLC
DECREASED205,687219,427-13,740-6%$10.0M$8.1M-$1.9M2026-11-03
Swmg, LLC
DECREASED204,457230,059-25,602-11%$10.7M$8.2M-$2.5M2026-10-23
Archer Investment Management, LLC
DECREASED202,755211,985-9,230-4%$11.2M$9.6M-$1.6M2026-10-13
Apeiron RIA LLC
INCREASED200,863173,014+27,849+16%$9.1M$9.6M+$480.0K2026-10-08
Sterling Group Wealth Management, LLC
INCREASED197,959162,989+34,970+21%$8.6M$9.3M+$748.9K2026-11-03
Brookstone Capital Management
DECREASED192,755238,544-45,789-19%$12.6M$9.1M-$3.5M2026-10-22
One Advisory Partners, LLC
DECREASED179,935209,669-29,734-14%$11.1M$8.5M-$2.6M2026-10-22
Able Wealth Management LLC
DECREASED178,896179,867-971-1%$9.5M$8.8M-$646.8K2026-10-13
Barings LLC
NEW178,620—+178,620——$8.4M—2026-10-22
Apollon Wealth Management, LLC
INCREASED178,108173,307+4,801+3%$9.1M$8.4M-$731.8K2026-10-23
Beacon Capital Management, LLC
INCREASED164,671137,458+27,213+20%$7.2M$7.8M+$524.0K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED164,181163,535+646+0%$8.6M$7.7M-$873.9K2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED163,580165,760-2,180-1%$8.7M$7.7M-$1.0M2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED158,148152,978+5,170+3%$8.1M$7.5M-$602.0K2026-10-13
Independent Financial Group, LLC
INCREASED154,797142,192+12,605+9%$7.5M$7.3M-$191.5K2026-10-13
Sovran Advisors, LLC
DECREASED154,389161,569-7,180-4%$6.4M$6.5M+$123.7K2026-11-02
Quadrant Private Wealth Management, LLC
DECREASED154,318160,344-6,026-4%$8.5M$7.3M-$1.2M2026-11-04
Financial Life Advisors
INCREASED153,347140,257+13,090+9%$7.4M$7.2M-$157.9K2026-10-14
Simplicity Wealth,LLC
INCREASED149,115102,669+46,446+45%$5.4M$7.0M+$1.6M2026-10-23
Lincoln Capital Corp
DECREASED146,149146,697-5480%$7.7M$6.9M-$837.1K2026-10-13
Central Pacific Bank - Trust Division
INCREASED144,867136,699+8,168+6%$7.2M$6.8M-$370.5K2026-10-06
Citigroup Inc
INCREASED144,28597,298+46,987+48%$5.1M$6.8M+$1.7M2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED142,575167,937-25,362-15%$8.9M$6.7M-$2.1M2026-11-03
Blue Trust, Inc.
DECREASED141,182152,995-11,813-8%$8.1M$6.7M-$1.4M2026-10-15
StoneCrest Wealth Management, Inc.
INCREASED139,814139,683+131+0%$7.4M$6.6M-$766.3K2026-11-03
Endeavor Private Wealth, Inc.
INCREASED138,426125,388+13,038+10%$6.6M$6.5M-$78.1K2026-11-05
15 Wealth Advisors LLC
NEW132,560—+132,560——$6.3M—2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED129,174138,850-9,676-7%$7.3M$6.2M-$1.2M2026-11-05
TSA Wealth Managment LLC
DECREASED128,993147,814-18,821-13%$7.8M$6.1M-$1.7M2026-10-22
Berbice Capital Management LLC
INCREASED127,928126,228+1,700+1%$6.7M$6.0M-$617.8K2026-10-13
Intelligence Driven Advisers, LLC
DECREASED127,348130,866-3,518-3%$6.9M$6.0M-$889.7K2026-10-09
San Luis Wealth Advisors LLC
NEW126,206—+126,206——$6.0M—2026-10-27
Integras Partners LLC
DECREASED122,149125,555-3,406-3%$6.6M$5.8M-$855.0K2026-10-30
Clear Wave Wealth Management LLC
INCREASED121,45399,422+22,031+22%$5.2M$5.7M+$489.8K2026-11-04
Gen-Wealth Partners Inc
DECREASED117,363131,507-14,144-11%$6.9M$5.5M-$1.4M2026-11-04
SigFig Wealth Management, LLC
INCREASED117,149113,468+3,681+3%$5.8M$5.5M-$239.3K2026-10-07
VestGen Advisors, LLC
INCREASED115,148113,997+1,151+1%$6.0M$5.4M-$576.1K2026-10-27
Lifelong Wealth Advisors, Inc.
INCREASED114,858110,311+4,547+4%$5.8M$5.4M-$395.4K2026-10-19
Skyline Advisors, Inc.
DECREASED113,275123,161-9,886-8%$6.5M$5.3M-$1.1M2026-11-03
Newport Capital Group, LLC
NEW109,871—+109,871——$4.9M—2026-10-16
Hobbs Wealth Management, LLC
DECREASED108,711122,585-13,874-11%$6.5M$5.1M-$1.3M2026-10-20
Cobblestone Asset Management LLC
DECREASED107,161116,084-8,923-8%$6.1M$5.1M-$1.1M2026-10-13
A4 Wealth Advisors LLC
DECREASED104,724115,680-10,956-9%$6.1M$4.9M-$1.2M2026-10-20
Town Capital LLC
DECREASED101,135126,199-25,064-20%$6.7M$4.8M-$1.9M2026-11-03
RFG Advisory, LLC
INCREASED100,65256,884+43,768+77%$3.0M$4.7M+$1.8M2026-11-03
Focus Financial Network, Inc.
DECREASED100,017111,967-11,950-11%$5.9M$4.7M-$1.2M2026-10-14
CoreCap Advisors, LLC
INCREASED96,44779,459+16,988+21%$4.2M$4.6M+$362.3K2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED96,17289,188+6,984+8%$4.7M$4.5M-$163.6K2026-10-16
Pinion Investment Advisors, LLC
INCREASED96,16385,353+10,810+13%$4.5M$4.5M+$38.1K2026-11-04
Novem Group
INCREASED92,86070,182+22,678+32%$3.7M$4.4M+$682.1K2026-10-19
Polaris Investment Advisors, LLC
DECREASED91,62893,827-2,199-2%$4.9M$4.3M-$622.6K2026-10-20
LiftPoint Family Wealth Advisors LLC
DECREASED91,08396,462-5,379-6%$5.1M$4.3M-$787.3K2026-11-03
Maia Wealth LLC
DECREASED90,663110,016-19,353-18%$5.8M$4.3M-$1.5M2026-10-19
Balefire, LLC
INCREASED90,57756,215+34,362+61%$3.0M$4.3M+$1.3M2026-10-09
Peak Wealth Management LLC
DECREASED89,771126,148-36,377-29%$6.7M$3.8M-$2.9M2026-10-26
J.W. Cole Advisors, Inc.
INCREASED87,88587,776+109+0%$4.6M$4.1M-$480.3K2026-11-05
TritonPoint Partners, LLC
INCREASED86,91529,242+57,673+197%$1.5M$4.1M+$2.6M2026-11-05
PFG Advisors
INCREASED86,52479,544+6,980+9%$4.2M$4.1M-$110.5K2026-10-16
Core Wealth Advisors, LLC
DECREASED84,87897,213-12,335-13%$5.1M$4.0M-$1.1M2026-11-05
Cornerstone Planning Group LLC
DECREASED84,13090,499-6,369-7%$4.1M$4.1M-$44.5K2026-10-16
Ashton Thomas Securities, LLC
INCREASED82,68977,123+5,566+7%$4.1M$3.9M-$160.2K2026-10-26
United Advisor Group, LLC
INCREASED80,76976,672+4,097+5%$4.0M$3.8M-$230.7K2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED79,37983,278-3,899-5%$4.4M$3.7M-$644.5K2026-10-14
Lantz Financial LLC
DECREASED79,32181,318-1,997-2%$4.3M$3.7M-$543.9K2026-10-15
One Wealth Capital Management, LLC
DECREASED79,286103,328-24,042-23%$5.4M$3.7M-$1.7M2026-10-23
Ehrlich Financial Group
DECREASED78,22087,103-8,883-10%$4.6M$3.7M-$900.9K2026-10-20
Emergent Wealth Advisors, LLC
INCREASED76,96811,799+65,169+552%$921.9K$3.6M+$2.7M2026-10-09
SWP Financial LLC
DECREASED76,79088,631-11,841-13%$4.7M$3.6M-$1.0M2026-10-23
Sageworth Trust Co
INCREASED76,31860,203+16,115+27%$3.2M$3.6M+$427.5K2026-10-30
Csenge Advisory Group
DECREASED76,26481,439-5,175-6%$4.3M$3.6M-$694.6K2026-11-04
FFG Retirement Advisors LLC
INCREASED74,43273,966+466+1%$3.9M$3.5M-$387.0K2026-10-20
Bedminster, LLC
DECREASED74,07581,779-7,704-9%$4.3M$3.5M-$815.8K2026-11-04
Uptick Partners, LLC
DECREASED73,42182,204-8,783-11%$4.3M$3.5M-$869.1K2026-11-04
Advus Financial Partners, LLC
INCREASED73,05762,543+10,514+17%$3.3M$3.4M+$150.3K2026-10-20
Spectrum Planning & Advisory Services Inc.
DECREASED72,74784,801-12,054-14%$4.5M$3.4M-$1.0M2026-11-05
NWF Advisory Services Inc.
INCREASED72,53354,565+17,968+33%$2.9M$3.4M+$546.2K2026-10-19
Centurion Wealth Management LLC
DECREASED71,35183,628-12,277-15%$4.4M$3.4M-$1.0M2026-10-13
Asset One Wealth Management LLC
NEW69,060—+69,060——$3.3M—2026-11-02
Hyposwiss Advisors SA
INCREASED68,26064,950+3,310+5%$3.4M$3.2M-$203.0K2026-10-26
Absolute Capital Management, LLC
DECREASED67,90482,900-14,996-18%$4.4M$3.2M-$1.2M2026-10-16
Verus Capital Partners, LLC
DECREASED66,41875,283-8,865-12%$4.0M$3.1M-$834.6K2026-11-03
May Hill Capital, LLC
INCREASED66,13657,579+8,557+15%$3.0M$3.1M+$85.4K2026-11-03
Braun-Bostich & Associates Inc.
DECREASED64,73373,453-8,720-12%$3.9M$3.1M-$817.7K2026-10-20
IFP Advisors, Inc
INCREASED62,27835,826+26,452+74%$1.9M$2.9M+$1.1M2026-10-16
Merkkuri Wealth Advisors LLC
DECREASED62,12165,459-3,338-5%$3.5M$2.9M-$519.5K2026-11-03
Wealth Quarterback LLC
INCREASED61,06759,414+1,653+3%$3.1M$2.9M-$250.5K2026-10-20
Ascentis Independent Advisors
NEW59,865—+59,865——$2.8M—2026-11-03
Integrity Advisory Solutions, LLC
INCREASED59,21149,350+9,861+20%$2.6M$2.8M+$192.4K2026-10-29
Hoxton Planning & Management, LLC
DECREASED57,75860,588-2,830-5%$3.2M$2.7M-$468.6K2026-10-15
Retirement Wealth Solutions LLC
DECREASED55,98957,136-1,147-2%$3.0M$2.6M-$370.1K2026-10-07
Portfolio Resources Advisor Group, Inc.
DECREASED55,24359,611-4,368-7%$3.1M$2.6M-$535.8K2026-10-20
XY Planning Network, Inc.
INCREASED53,65946,018+7,641+17%$2.4M$2.5M+$106.1K2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED52,89064,656-11,766-18%$3.4M$2.5M-$912.8K2026-10-26
Firethorn Wealth Partners, LLC
DECREASED52,19352,277-840%$2.8M$2.5M-$293.1K2026-10-14
Rose Capital Advisors LLC
NEW51,135—+51,135——$2.4M—2026-11-04
WealthPoint Financial, LLC
DECREASED49,65553,602-3,947-7%$2.8M$2.3M-$482.7K2026-11-03
Armor Investment Advisors, LLC
INCREASED49,16647,345+1,821+4%$2.5M$2.3M-$175.9K2026-10-27
Milestone Asset Management, LLC
DECREASED47,55078,515-30,965-39%$4.1M$2.2M-$1.9M2026-10-15
Keystone Wealth Services, LLC
INCREASED46,46344,786+1,677+4%$2.4M$2.2M-$172.2K2026-11-03
Ridgeline Wealth Planning, LLC
INCREASED46,33845,239+1,099+2%$2.4M$2.2M-$198.3K2026-10-29
Legacy Advisory Services, LLC
NEW46,186—+46,186——$2.2M—2026-10-20
Tempus Wealth Planning, LLC
INCREASED46,00539,879+6,126+15%$2.1M$2.2M+$68.6K2026-10-14
Sowell Financial Services LLC
DECREASED45,36047,329-1,969-4%$2.5M$2.1M-$354.7K2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED44,94047,983-3,043-6%$2.4M$2.1M-$318.3K2026-10-13
Arcadia Wealth Management, LLC
INCREASED44,80521,990+22,815+104%$1.2M$2.1M+$955.0K2026-10-22
Northland Securities, Inc.
INCREASED44,31743,375+942+2%$2.3M$2.1M-$195.4K2026-11-02
Creative Planning
INCREASED43,93633,849+10,087+30%$1.8M$2.1M+$288.8K2026-11-02
Third View Private Wealth, LLC
INCREASED42,25325,977+16,276+63%$1.4M$2.0M+$624.4K2026-10-30
Commonwealth Retirement Investments LLC
DECREASED42,04055,411-13,371-24%$2.9M$2.0M-$937.4K2026-10-26
Creative Financial Designs Inc
INCREASED38,93638,696+240+1%$2.0M$1.8M-$202.7K2026-11-04
Rossby Financial, LCC
INCREASED38,90012,962+25,938+200%$683.3K$1.8M+$1.2M2026-11-05
Arsenal Capital Advisors LLC
INCREASED38,11822,632+15,486+68%$1.2M$1.8M+$605.6K2026-11-02
Smart Wealth LLC
INCREASED37,84729,459+8,388+28%$1.6M$1.8M+$232.9K2026-11-04
Clear Creek Financial Management, LLC
INCREASED37,76535,076+2,689+8%$1.8M$1.8M-$67.1K2026-10-28
Zenith Solutions, Inc.
DECREASED37,71841,262-3,544-9%$2.2M$1.8M-$395.5K2026-10-19
Omni 360 Wealth, Inc.
INCREASED37,60035,105+2,495+7%$1.9M$1.8M-$76.4K2026-10-13
BCU Wealth Advisors, LLC
DECREASED37,01737,305-288-1%$2.0M$1.7M-$219.9K2026-10-16
WealthPLAN Partners, LLC
DECREASED36,88941,910-5,021-12%$2.2M$1.7M-$468.7K2026-10-15
Sanchez Gaunt Capital Management, LLC
DECREASED34,95936,238-1,279-4%$1.9M$1.6M-$260.8K2026-11-03
Spire Wealth Management
INCREASED34,25419,799+14,455+73%$1.0M$1.6M+$572.6K2026-10-30
Wavvest Wealth LLC
NEW33,769—+33,769——$1.6M—2026-10-21
Traveka Wealth, LLC
INCREASED33,51827,172+6,346+23%$1.4M$1.6M+$149.2K2026-10-19
Flagship Harbor Advisors, LLC
DECREASED32,97247,843-14,871-31%$2.5M$1.6M-$966.3K2026-10-26
Gilbert Capital Group, Inc.
DECREASED32,19566,769-34,574-52%$3.5M$1.5M-$2.0M2026-10-28
Fairvoy Private Wealth, LLC
INCREASED31,83024,609+7,221+29%$1.3M$1.5M+$204.7K2026-10-19
First Heartland Consultants, Inc.
DECREASED31,52333,851-2,328-7%$1.8M$1.5M-$297.1K2026-10-08
Global View Capital Management LLC
DECREASED31,36531,599-234-1%$1.7M$1.5M-$185.8K2026-10-28
Cardinal Point Capital Management ULC
INCREASED31,01929,739+1,280+4%$1.6M$1.5M-$104.1K2026-10-21
J.M. Arbour, LLC
DECREASED30,69833,480-2,782-8%$1.8M$1.4M-$316.4K2026-11-05
PUREfi Wealth, LLC
DECREASED28,61831,414-2,796-9%$1.7M$1.4M-$305.7K2026-10-19
Fifth Third Bancorp
INCREASED28,30727,206+1,101+4%$1.4M$1.3M-$98.5K2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED28,29332,385-4,092-13%$1.7M$1.3M-$372.2K2026-10-13
Beacon Financial Planning, Inc
INCREASED28,22225,679+2,543+10%$1.4M$1.3M-$22.0K2026-11-04
Formidable Asset Management, LLC
DECREASED28,05829,458-1,400-5%$970.6K$1.5M+$508.6K2026-11-03
Horizon Wealth Management, LLC
DECREASED27,94531,048-3,103-10%$1.6M$1.3M-$318.1K2026-11-02
Two West Capital Advisors LLC
INCREASED27,86925,825+2,044+8%$1.1M$1.3M+$210.2K2026-10-15
Sutton Place Investors LLC
DECREASED27,51530,009-2,494-8%$1.6M$1.3M-$283.6K2026-10-20
Asempa Wealth Advisors
DECREASED27,49030,440-2,950-10%$1.6M$1.3M-$290.8K2026-10-07
Private Client Services, LLC
NEW27,240—+27,240——$1.3M—2026-10-02
Private Trust Co NA
DECREASED26,79430,976-4,182-13%$1.6M$1.3M-$368.6K2026-10-20
Interchange Capital Partners, LLC
DECREASED26,10828,111-2,003-7%$1.5M$1.2M-$253.8K2026-10-28
US Bancorp \de\
DECREASED25,43041,234-15,804-38%$2.2M$1.2M-$973.8K2026-11-05
PCG Asset Management, LLC
NEW24,961—+24,961——$1.2M—2026-11-05
Sigma Planning Corp
DECREASED24,94827,154-2,206-8%$1.4M$1.2M-$254.3K2026-10-23
Compound Planning, Inc.
DECREASED24,15931,423-7,264-23%$1.7M$1.1M-$516.5K2026-11-05
DecisionMap Wealth Management, LLC
INCREASED23,98923,811+178+1%$1.3M$1.1M-$123.3K2026-10-29
Optivise Advisory Services LLC
INCREASED23,52122,932+589+3%$1.2M$1.1M-$99.0K2026-10-19
Beacon Financial Advisory LLC
DECREASED23,42425,824-2,400-9%$1.4M$1.1M-$256.1K2026-10-16
Latitude Advisors, LLC
INCREASED23,35418,399+4,955+27%$970.0K$1.1M+$132.1K2026-10-27
FWG Investments, Llc.
INCREASED23,24420,994+2,250+11%$1.1M$1.1M-$9.9K2026-11-03
BXM Wealth LLC
NEW22,850—+22,850——$1.1M—2026-11-03
JFS Wealth Advisors, LLC
DECREASED22,69225,173-2,481-10%$1.3M$1.1M-$256.3K2026-11-03
MKT Advisors LLC
INCREASED22,60019,757+2,843+14%$900.1K$1.1M+$175.6K2026-10-20
Alterna Wealth Management, Inc
INCREASED22,48121,033+1,448+7%$1.1M$1.1M-$48.0K2026-10-27
W Advisors, LLC
DECREASED22,42024,852-2,432-10%$1.3M$1.1M-$252.2K2026-11-02
Acorn Financial Advisory Services Inc
DECREASED22,41725,029-2,612-10%$1.3M$1.1M-$261.6K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED22,27418,244+4,030+22%$961.8K$1.1M+$89.3K2026-10-21
Fulcrum Equity Management
INCREASED22,2628,661+13,601+157%$456.6K$1.1M+$593.9K2026-10-21
Raleigh Capital Management Inc.
DECREASED22,09123,341-1,250-5%$1.2M$1.0M-$188.0K2026-10-28
Accelerate Investment Advisors LLC
INCREASED22,08221,284+798+4%$1.1M$1.0M-$80.1K2026-11-02
Amplius Wealth Advisors, LLC
INCREASED21,7046,684+15,020+225%$352.4K$1.0M+$671.8K2026-10-20
Unify Financial Advisors
DECREASED21,65923,054-1,395-6%$1.2M$1.0M-$193.3K2026-11-03
Davenport & Co LLC
INCREASED21,37618,264+3,112+17%$962.9K$1.0M+$45.9K2026-10-14
Silverlake Wealth Management LLC
INCREASED21,18113,614+7,567+56%$717.7K$999.5K+$281.8K2026-10-21
Cullen T Bankers, Inc.
INCREASED20,963188+20,775+11051%$9.9K$989.2K+$979.3K2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED20,94552,010-31,065-60%$2.7M$988.4K-$1.8M2026-10-08
M Holdings Securities, Inc.
DECREASED20,84824,543-3,695-15%$1.2K$844-$3922026-11-03
Catalyst Investment Management LLC
INCREASED20,8288,823+12,005+136%$465.1K$982.9K+$517.7K2026-10-21
Evolution Wealth Advisors, LLC
NEW20,595—+20,595——$971.9K—2026-11-03
Global Wealth Strategies & Associates
DECREASED20,40820,682-274-1%$1.1M$963.1K-$127.3K2026-10-02
Sound Income Strategies, LLC
DECREASED20,33729,705-9,368-32%$1.6M$968.1K-$598.0K2026-10-09
Lloyd Advisory Services, Llc.
INCREASED20,17417,110+3,064+18%$902.0K$952.0K+$50.0K2026-11-02
Cassilly Financial Group LLC
DECREASED19,89622,043-2,147-10%$1.2M$938.9K-$223.2K2026-10-07
Perigon Wealth Management, LLC
DECREASED19,39220,377-985-5%$1.1M$915.1K-$159.2K2026-10-22
Parallel Advisors, LLC
INCREASED19,22412,757+6,467+51%$672.6K$907.2K+$234.7K2026-11-03
Lantern Wealth Advisors, LLC
INCREASED19,17818,880+298+2%$995.4K$905.0K-$90.4K2026-10-22
Pinnacle Associates LTD
DECREASED18,75720,707-1,950-9%$1.1M$885.1K-$206.5K2026-10-20
BridgePort Financial Solutions, LLC
DECREASED18,73322,554-3,821-17%$1.2M$884.0K-$305.0K2026-11-02
Integrated Wealth Management
DECREASED18,59320,831-2,238-11%$1.1M$877.4K-$220.8K2026-10-19
Caliber Wealth Management, LLC / KS
INCREASED18,27218,073+199+1%$952.8K$862.2K-$90.6K2026-11-04
Signal Advisors Wealth, LLC
DECREASED18,09821,037-2,939-14%$1.1M$854.0K-$255.0K2026-10-13
LifeSteps Financial, Inc.
INCREASED17,2402,092+15,148+724%$110.3K$813.6K+$703.3K2026-10-15
RDA Financial Network
DECREASED17,10620,319-3,213-16%$1.1M$807.2K-$264.0K2026-10-15
Grange Capital, LLC
INCREASED16,72416,363+361+2%$862.7K$789.2K-$73.5K2026-10-20
Wedbush Securities Inc
DECREASED16,72022,166-5,446-25%$1.2M$789.0K-$380.0K2026-10-22
BAM Wealth Management, LLC
INCREASED16,2067,943+8,263+104%$418.8K$764.8K+$346.0K2026-10-15
WJ Wealth Management, LLC
DECREASED16,109174,181-158,072-91%$9.2M$760.1K-$8.4M2026-11-03
Box Hill Private Wealth LLC
INCREASED15,54714,651+896+6%$772.4K$733.7K-$38.7K2026-10-05
Semus Wealth Partners LLC
DECREASED15,46116,057-596-4%$846.5K$729.6K-$116.9K2026-10-22
Castleview Partners, LLC
INCREASED15,00812,024+2,984+25%$633.9K$708.2K+$74.3K2026-10-09
Parkway Wealth Management Group, LLC
INCREASED14,89110,986+3,905+36%$579.2K$702.7K+$123.5K2026-10-20
Aspire Private Capital, LLC
DECREASED14,82716,031-1,204-8%$845.1K$699.7K-$145.5K2026-11-05
Key Capital Management, Inc
INCREASED14,63212,650+1,982+16%$666.9K$690.5K+$23.6K2026-11-03
Solstein Capital, LLC
INCREASED14,54613,749+797+6%$724.8K$686.4K-$38.4K2026-11-02
SAX Wealth Advisors, LLC
NEW14,496—+14,496——$684.1K—2026-10-13
ASL Financial, LLC
INCREASED14,3728,409+5,963+71%$443.3K$678.2K+$234.9K2026-10-15
Signature Equity Partners, LLC
INCREASED14,210782+13,428+1717%$41.2K$670.6K+$629.3K2026-10-29
Richardson Capital Management LLC
INCREASED14,14911,038+3,111+28%$581.9K$667.7K+$85.8K2026-10-23
IPG Investment Advisors LLC
INCREASED13,51712,612+905+7%$664.9K$637.9K-$27.0K2026-10-30
Apollon Financial, LLC
INCREASED13,4305,550+7,880+142%$292.6K$633.8K+$341.2K2026-10-23
Crown Wealth Group, LLC
INCREASED13,20512,140+1,065+9%$640.0K$623.1K-$16.9K2026-10-19
First Growth Capital LLC
INCREASED13,1499,393+3,756+40%$495.2K$620.5K+$125.3K2026-10-15
Cornerstone Wealth, LLC
INCREASED12,8854,563+8,322+182%$207.3K$521.1K+$313.8K2026-10-28
Carmel Capital Partners, LLC
NEW12,881—+12,881——$607.9K—2026-11-03
MN Wealth Advisors, LLC
DECREASED12,85614,462-1,606-11%$762.5K$606.7K-$155.8K2026-10-23
MSH Capital Advisors LLC
DECREASED12,73613,575-839-6%$715.7K$601.0K-$114.7K2026-11-03
Endowment Wealth Management, Inc.
INCREASED12,4717,859+4,612+59%$414.3K$588.5K+$174.2K2026-11-03
Harbor Investment Advisory, LLC
INCREASED11,8498,962+2,887+32%$472.5K$559.2K+$86.7K2026-10-13
Legacy Wealth Partners, LLC
DECREASED11,65214,282-2,630-18%$752.9K$549.9K-$203.1K2026-10-15
LexAurum Advisors, LLC
UNCHANGED11,38911,38900%$600.4K$537.4K-$63.0K2026-10-19
Cooper Financial Group
DECREASED11,20211,274-72-1%$594.4K$528.6K-$65.8K2026-10-07
Cape Investment Advisory, Inc.
INCREASED10,8078,765+2,042+23%$462.1K$510.0K+$47.9K2026-10-13
McGlone Suttner Wealth Management, Inc.
UNCHANGED10,75510,75500%$567.0K$507.5K-$59.5K2026-10-13
Aegis Wealth Management, Inc.
INCREASED10,6219,225+1,396+15%$486.3K$501.2K+$14.9K2026-10-26
Stackstone Wealth, LLC
NEW10,382—+10,382——$489.9K—2026-10-19
Blue Capital, Inc.
INCREASED10,27710,030+247+2%$528.8K$485.0K-$43.8K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED9,60311,528-1,925-17%$607.8K$453.2K-$154.6K2026-10-16
Independent Wealth Advisors LLC
INCREASED9,4776,106+3,371+55%$321.9K$447.2K+$125.3K2026-10-27
Elevated Capital Advisors, LLC
INCREASED9,311824+8,487+1030%$43.4K$439.4K+$395.9K2026-11-04
D.A. Davidson & Co.
NEW9,176—+9,176——$433.0K—2026-10-28
Lockerman Financial Group, Inc.
DECREASED9,17510,018-843-8%$528.2K$433.0K-$95.2K2026-10-19
Spinnaker Investment Group, LLC
DECREASED9,16010,055-895-9%$530.1K$432.3K-$97.8K2026-10-13
Mainstream Capital Management LLC
NEW8,573—+8,573——$404.6K—2026-10-23
Atlas Brown,Inc.
INCREASED8,5306,528+2,002+31%$344.2K$402.5K+$58.4K2026-10-09
LongView Wealth Management
INCREASED8,4067,746+660+9%$408.4K$396.7K-$11.7K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED8,3747,151+1,223+17%$377.0K$395.2K+$18.2K2026-10-20
Midwest Financial Network, LLC
INCREASED8,3157,213+1,102+15%$380.3K$392.4K+$12.1K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED8,2778,727-450-5%$460.1K$390.6K-$69.5K2026-10-21
Oregon Pacific Wealth Management, LLC
DECREASED8,1558,692-537-6%$458.2K$384.8K-$73.4K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED7,9558,534-579-7%$449.9K$375.4K-$74.5K2026-10-23
Fiscal Wisdom Wealth Management, LLC
INCREASED7,9147,832+82+1%$412.9K$373.5K-$39.4K2026-10-16
Cascade Investment Group, Inc.
UNCHANGED7,9007,90000%$416.5K$372.8K-$43.7K2026-10-13
Quartz Partners, LLC
INCREASED7,8157,725+90+1%$407.3K$368.8K-$38.5K2026-11-03
StoneX Group Inc.
DECREASED7,66014,913-7,253-49%$773.1K$361.5K-$411.6K2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW7,422—+7,422——$348.6K—2026-10-27
Ballast Rock Private Wealth LLC
INCREASED7,2706,235+1,035+17%$328.7K$343.1K+$14.4K2026-10-26
Advisory Solutions Group, LLC
DECREASED7,2559,957-2,702-27%$524.9K$342.4K-$182.6K2026-10-14
HB Wealth Management, LLC
NEW7,151—+7,151——$337.5K—2026-10-23
PKS Advisory Services, LLC
UNCHANGED7,1457,14500%$376.7K$376.7K$02026-10-26
EverSource Wealth Advisors, LLC
DECREASED7,1437,310-167-2%$385.4K$337.1K-$48.3K2026-11-04
Waldron Private Wealth LLC
DECREASED6,7617,389-628-8%$389.6K$319.1K-$70.5K2026-11-02
Krilogy Financial LLC
NEW6,756—+6,756——$316.4K—2026-10-13
Bdfs Capital LLC
DECREASED6,7537,519-766-10%$396.4K$318.7K-$77.7K2026-10-14
Saxon Interests, Inc.
DECREASED6,54412,593-6,049-48%$663.9K$308.8K-$355.1K2026-10-26
RCS Financial Planning, LLC
DECREASED6,4258,022-1,597-20%$422.9K$303.2K-$119.7K2026-10-14
Entrewealth, LLC
INCREASED6,3686,357+11+0%$279.2K$300.5K+$21.3K2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED6,3506,230+120+2%$328.4K$299.7K-$28.8K2026-10-05
Syntegra Private Wealth Group, LLC
DECREASED6,1716,822-651-10%$359.7K$291.2K-$68.5K2026-10-13
Trinity Wealth Management, LLC
INCREASED6,1205,868+252+4%$309.4K$288.8K-$20.6K2026-10-13
Strategy Asset Managers LLC
DECREASED6,0506,394-344-5%$337.1K$285.5K-$51.6K2026-10-14
Advisor OS, LLC
DECREASED5,9969,498-3,502-37%$500.7K$283.0K-$217.8K2026-11-03
Stirlingshire Investments, Inc.
INCREASED5,9825,773+209+4%$304.4K$282.3K-$22.1K2026-11-05
Stewardship Advisors, LLC
INCREASED5,8565,305+551+10%$279.7K$276.3K-$3.3K2026-10-20
Atlatl Advisers LLC
DECREASED5,4656,794-1,329-20%$358.2K$257.9K-$100.3K2026-10-22
Soltis Investment Advisors LLC
NEW5,392—+5,392——$254.4K—2026-10-28
Chicago Partners Investment Group LLC
NEW5,373—+5,373——$217.3K—2026-10-27
Elevation Wealth Management LLC
DECREASED5,1485,254-106-2%$277.0K$242.9K-$34.1K2026-11-02
Auctus Advisors LLC
UNCHANGED5,1225,12200%$270.0K$241.7K-$28.3K2026-10-23
Bison Wealth, LLC
DECREASED5,1178,231-3,114-38%$396.7K$239.7K-$157.0K2026-10-13
Richmond Investment Services, LLC
INCREASED4,9484,833+115+2%$254.8K$233.5K-$21.3K2026-10-29
Winthrop Advisory Group LLC
DECREASED4,9025,406-504-9%$285.0K$231.3K-$53.7K2026-10-22
AA Financial Advisors, LLC
DECREASED4,8665,536-670-12%$291.9K$229.6K-$62.2K2026-10-19
Forthright Family Wealth Advisory LLC
DECREASED4,7626,287-1,525-24%$331.5K$224.7K-$106.7K2026-11-03
DSG Capital Advisors, LLC
DECREASED4,6655,393-728-13%$251.6K$220.1K-$31.4K2026-11-05
NBT Bank, N.A.
UNCHANGED4,5714,57100%$241.0K$215.7K-$25.3K2026-10-21
Smith & Howard Wealth Management, LLC
DECREASED4,5234,876-353-7%$257.1K$213.4K-$43.6K2026-10-27
Team Financial Group, LLC
INCREASED4,4724,111+361+9%$216.7K$211.0K-$5.7K2026-10-30
World Equity Group, Inc.
DECREASED4,43613,566-9,130-67%$715.2K$209.3K-$505.9K2026-10-14
Nations Financial Group Inc,
INCREASED4,3993,956+443+11%$208.6K$207.6K-$9722026-11-05
Blue Zone Wealth Advisors, LLC
DECREASED4,2505,000-750-15%$263.6K$200.6K-$63.0K2026-10-19
Chilton Capital Management LLC
NEW4,100—+4,100——$193.5K—2026-10-28
Mather Group, Llc.
INCREASED3,7773,534+243+7%$186.3K$178.2K-$8.1K2026-10-14
Kingdom Financial Group Llc.
DECREASED3,4554,417-962-22%$232.9K$163.0K-$69.8K2026-11-04
Gilpin Wealth Management, LLC
INCREASED3,3142,356+958+41%$124.2K$156.4K+$32.2K2026-10-09
Heritage Family Offices, LLP
NEW3,140—+3,140——$148.2K—2026-11-02
First Horizon Corp
INCREASED2,8372,185+652+30%$115.2K$133.9K+$18.7K2026-10-26
Reap Financial Group, LLC
DECREASED2,7552,772-17-1%$146.1K$130.0K-$16.1K2026-11-02
Balance Wealth Partners LLC
NEW2,409—+2,409——$113.7K—2026-10-27
Milestone Investment Advisors LLC
NEW2,177—+2,177——$102.7K—2026-11-05
Financial Management Professionals, Inc.
DECREASED2,0737,231-5,158-71%$381.2K$97.8K-$283.4K2026-10-23
Jnba Financial Advisors
INCREASED1,866441+1,425+323%$23.3K$88.1K+$64.8K2026-11-03
Mosley Wealth Management
DECREASED1,8602,122-262-12%$111.9K$80.6K-$31.3K2026-10-16
Montgomery Financial Services LLC
INCREASED1,832815+1,017+125%$43.0K$86.5K+$43.5K2026-11-03
TD Waterhouse Canada Inc.
INCREASED1,500929+571+61%$46.0K$71.8K+$25.8K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED1,49910,586-9,087-86%$558.1K$70.7K-$487.3K2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED1,4251,463-38-3%$77.1K$67.2K-$9.9K2026-11-02
Nemes Rush Group LLC
INCREASED1,1821,099+83+8%$57.9K$55.8K-$2.2K2026-11-04
Bayban
UNCHANGED1,1491,14900%$60.6K$60.6K$02026-11-05
Wells Financial Advisors Inc
DECREASED1,1301,141-11-1%$60.2K$53.3K-$6.8K2026-11-02
UMB Private Wealth Management, LLC
NEW1,008—+1,008——$47.6K—2026-10-19
Arlington Trust Co LLC
NEW1,000—+1,000——$47.2K—2026-10-20
Bokf, NA
UNCHANGED98598500%$51.9K$46.5K-$5.4K2026-10-27
Advocate Investing Services LLC
DECREASED901926-25-3%$48.8K$42.5K-$6.3K2026-10-26
Salomon & Ludwin, LLC
INCREASED901881+20+2%$43.6K$42.5K-$1.1K2026-10-29
Prudent Man Investment Management, Inc.
NEW895—+895——$42.2K—2026-11-03
GGM Financial LLC
INCREASED809190+619+326%$10.0K$38.2K+$28.2K2026-11-05
Yankcom Partnership
NEW753—+753——$35.5K—2026-10-15
Keystone Financial Group, Inc.
INCREASED736669+67+10%$35.3K$34.7K-$5382026-10-13
Silver Grove Financial Group, Inc.
DECREASED716759-43-6%$40.0K$33.8K-$6.2K2026-11-05
Lanark Financial, Inc.
DECREASED7023,360-2,658-79%$177.1K$33.1K-$144.0K2026-10-26
Reyes Financial Architecture, Inc.
UNCHANGED50950900%$26.8K$24.0K-$2.8K2026-10-22
Beacon Investment Advisory Services, Inc.
NEW489—+489——$23.1K—2026-10-13
Clark Wealth Partners
UNCHANGED46146100%$24.3K$21.8K-$2.5K2026-10-19
Key FInancial Inc
UNCHANGED44644600%$23.5K$21.0K-$2.5K2026-11-02
Belvedere Trading LLC
NEW423—+423——$20.0K—2026-11-05
GK Wealth Management LLC
NEW415—+415——$19.6K—2026-10-09
Hazlett, Burt & Watson, Inc.
NEW393—+393——$19—2026-11-04
Essential Partners LLC
NEW375—+375——$17.7K—2026-10-14
William Mack & Associates, Inc.
NEW365—+365——$17.2K—2026-10-27
Central Trust Co
DECREASED346647-301-47%$34.1K$16.3K-$17.8K2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED335260+75+29%$13.7K$15.8K+$2.1K2026-10-19
City State Bank
UNCHANGED31031000%$16.3K$14.6K-$1.7K2026-10-20
Larson Financial Group LLC
INCREASED252122+130+107%$6.4K$11.9K+$5.5K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED24471,603-71,359-100%$3.8M$11.5K-$3.8M2026-10-30
Asset Dedication, LLC
NEW240—+240——$11.3K—2026-11-03
Nfsg Corp
UNCHANGED23123100%$12.2K$10.9K-$1.3K2026-10-15
Atlantic Edge Private Wealth Management, LLC
NEW219—+219——$10.3K—2026-10-20
Nova Financial LLC
NEW174—+174——$8.2K—2026-11-04
AlphaCore Capital LLC
NEW165—+165——$7.8K—2026-11-04
Networth Advisors, LLC
DECREASED162203-41-20%$10.7K$7.6K-$3.1K2026-11-03
Meriwether Wealth & Planning, LLC
NEW154—+154——$7.3K—2026-10-13
Compass Financial Management LLC
INCREASED12394+29+31%$5.0K$5.8K+$8482026-10-30
Transce3nd, LLC
NEW118—+118——$5.1K—2026-10-26
Evolution Wealth Management Inc.
NEW114—+114——$5.4K—2026-10-28
SJS Investment Consulting Inc.
NEW102—+102——$4.8K—2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED898900%$4.7K$4.2K-$4922026-10-16
Parkside Financial Bank & Trust
DECREASED73118-45-38%$6.2K$3.4K-$2.8K2026-10-27
Archer Investment Corp
UNCHANGED666600%$3.5K$3.1K-$3652026-11-05
United Financial Planning Group LLC
NEW61—+61——$2.9K—2026-11-04
Register Financial Advisors LLC
UNCHANGED464600%$2.4K$2.2K-$2542026-10-23
Reicon Wealth Advisors, LLC
NEW45—+45——$2.1K—2026-11-04
Horizon Financial Services, LLC
NEW45—+45——$2.1K—2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED393900%$2.1K$1.8K-$2162026-10-26
Bfsg, LLC
NEW31—+31——$1.5K—2026-10-30
Proathlete Wealth Management LLC
UNCHANGED303000%$1.6K$1.4K-$1692026-10-15
Lynch Investment Planning, LLC
NEW28—+28——$1.3K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED222200%$1.2K$1.0K-$1222026-10-27
Downshift Financial, LLC
NEW8—+8——$378—2026-10-13
DecisionPoint Financial, LLC
DECREASED460-56-93%$3.0K$190-$2.8K2026-10-27
Provenance Wealth Advisors, LLC
NEW2—+2——$94—2026-10-30
Scarborough Advisors, LLC
CLOSED0531,057-531,057-100%$26.0M$0-$26.0M2026-10-16
Almanack Investment Partners, Llc.
CLOSED0307,265-307,265-100%$16.2M$0-$16.2M2026-11-03
Arwa LLC
CLOSED041,696-41,696-100%$1.8M$0-$1.8M2026-10-21
Avantra Family Wealth, Inc.
CLOSED016,337-16,337-100%$861.3K$0-$861.3K2026-10-20
Kestra Investment Management, LLC
CLOSED010,881-10,881-100%$573.6K$0-$573.6K2026-11-04
South Shore Capital Advisors
CLOSED08,222-8,222-100%$433.5K$0-$433.5K2026-10-20
Madson Wealth Advisors Inc
CLOSED06,599-6,599-100%$347.9K$0-$347.9K2026-10-13
Robertson Stephens Wealth Management, LLC
CLOSED06,161-6,161-100%$324.8K$0-$324.8K2026-10-16
Veracity Capital LLC
CLOSED05,528-5,528-100%$291.4K$0-$291.4K2026-10-08
Gallacher Capital Management LLC
CLOSED04,712-4,712-100%$248.4K$0-$248.4K2026-10-30
Berman McAleer LLC
CLOSED04,550-4,550-100%$239.9K$0-$239.9K2026-10-16
Southland Equity Partners LLC
CLOSED04,530-4,530-100%$238.8K$0-$238.8K2026-10-14
FSA Wealth Partners, Inc.
CLOSED04,445-4,445-100%$234.3K$0-$234.3K2026-10-26
Prospera Financial Services Inc
CLOSED04,289-4,289-100%$226.1K$0-$226.1K2026-11-04
Professional Financial Advisors, LLC
CLOSED04,263-4,263-100%$224.7K$0-$224.7K2026-10-13
Islay Capital Management, LLC
CLOSED04,143-4,143-100%$218.4K$0-$218.4K2026-10-20
Searle & Co.
CLOSED04,000-4,000-100%$210.9K$0-$210.9K2026-11-04
Avior Wealth Management, LLC
CLOSED03,971-3,971-100%$209.3K$0-$209.3K2026-10-13
Centennial Advisors, LLC
CLOSED03,796-3,796-100%$200.1K$0-$200.1K2026-10-21
Decker Retirement Planning Inc.
CLOSED0831-831-100%$43.8K$0-$43.8K2026-10-19
Tucker Asset Management LLC
CLOSED0558-558-100%$29.4K$0-$29.4K2026-10-29
Comprehensive Financial Planning, Inc.
CLOSED0335-335-100%$17.7K$0-$17.7K2026-10-27
Pittenger & Anderson Inc
CLOSED0240-240-100%$12.7K$0-$12.7K2026-11-02
WPG Advisers, LLC
CLOSED0185-185-100%$9.8K$0-$9.8K2026-10-27
AdvisorNet Financial, Inc
CLOSED0171-171-100%$9.0K$0-$9.0K2026-10-15
Founders Capital Management
CLOSED074-74-100%$3.9K$0-$3.9K2026-10-13
Cassaday & Co Wealth Management LLC
CLOSED066-66-100%$3.5K$0-$3.5K2026-10-27
CX Institutional
CLOSED056-56-100%$3$0-$32026-10-02
Wealth Enhancement Trust Services, Inc.
CLOSED052-52-100%$2.7K$0-$2.7K2026-10-07
Envestnet Asset Management Inc
N/A—57,566,650-57,566,650-100%$3.0B———
LPL Financial LLC
N/A—26,585,056-26,585,056-100%$1.4B———
JPMorgan Chase & Co
N/A—15,932,165-15,932,165-100%$809.8M———
Dynasty Wealth Management, LLC
N/A—14,150,853-14,150,853-100%$746.0M———
Morgan Stanley
N/A—10,200,979-10,200,979-100%$537.8M———
Ameriprise Financial Inc
N/A—9,213,447-9,213,447-100%$485.6M———
Bank of America Corp
N/A—6,660,357-6,660,357-100%$351.1M———
MML Investors Services, LLC
N/A—6,160,767-6,160,767-100%$324.8M———
Raymond James Financial Inc
N/A—5,183,823-5,183,823-100%$273.3M———
Cetera Investment Advisers
N/A—5,116,022-5,116,022-100%$269.7M———
Envestnet Portfolio Solutions, Inc.
N/A—4,637,181-4,637,181-100%$244.5M———
Northwestern Mutual Wealth Management Co
N/A—4,331,839-4,331,839-100%$228.4M———
Janney Montgomery Scott LLC
N/A—3,089,344-3,089,344-100%$162.9M———
NewEdge Advisors, LLC
N/A—2,934,791-2,934,791-100%$154.7M———
Old Mission Capital LLC
N/A—2,406,212-2,406,212-100%$126.9M———
BlackRock, Inc.
N/A—2,346,711-2,346,711-100%$123.7M———
Merit Financial Group, LLC
N/A—2,249,238-2,249,238-100%$118.6M———
OneDigital Investment Advisors LLC
N/A—2,202,045-2,202,045-100%$116.1M———
Foundations Investment Advisors, LLC
N/A—2,163,848-2,163,848-100%$114.1M———
UBS Group AG
N/A—1,922,376-1,922,376-100%$101.3M———
Royal Bank of Canada
N/A—1,861,364-1,861,364-100%$98.1M———
Arax Advisory Partners
N/A—1,817,689-1,817,689-100%$95.8M———
Osaic Holdings, Inc.
N/A—1,734,778-1,734,778-100%$91.5M———
Focus Partners Wealth
N/A—1,516,660-1,516,660-100%$80.0M———
Stifel Financial Corp
N/A—1,502,184-1,502,184-100%$79.2M———
Destination Wealth Management
N/A—1,464,996-1,464,996-100%$77.2M———
Advocacy Wealth Management, LLC
N/A—1,384,319-1,384,319-100%$73.0M———
Sanctuary Advisors, LLC
N/A—1,353,121-1,353,121-100%$71.3M———
Jane Street Group, LLC
N/A—1,320,642-1,320,642-100%$69.6M———
United Capital Financial Advisors, LLC
N/A—1,275,000-1,275,000-100%$67.2M———
Quotient Wealth Partners, LLC
N/A—991,220-991,220-100%$52.3M———
Integrated Wealth Concepts LLC
N/A—874,028-874,028-100%$46.1M———
AE Wealth Management LLC
N/A—823,838-823,838-100%$43.4M———
Equitable Holdings, Inc.
N/A—822,877-822,877-100%$43.4M———
IHT Wealth Management, LLC
N/A—720,220-720,220-100%$38.0M———
Cerity Partners LLC
N/A—708,465-708,465-100%$37.4M———
Prosperity Consulting Group, LLC
N/A—677,611-677,611-100%$35.7M———
Quadrature Capital Ltd
N/A—647,452-647,452-100%$34.1M———
CreativeOne Wealth, LLC
N/A—625,253-625,253-100%$33.0M———
Vestmark Advisory Solutions, Inc.
N/A—624,494-624,494-100%$32.9M———
Wharton Business Group, LLC
N/A—598,286-598,286-100%$31.5M———
Icon Wealth Advisors, LLC
N/A—592,488-592,488-100%$31.2M———
Private Advisor Group, LLC
N/A—507,975-507,975-100%$26.8M———
Principal Securities, Inc.
N/A—487,559-487,559-100%$25.7M———
Steward Partners Investment Advisory, LLC
N/A—483,113-483,113-100%$25.5M———
MA Private Wealth
N/A—468,378-468,378-100%$24.7M———
&partners
N/A—460,368-460,368-100%$24.4M———
Stratos Wealth Partners, Ltd.
N/A—445,504-445,504-100%$23.5M———
Perennial Investment Advisors, LLC
N/A—397,817-397,817-100%$21.0M———
Shah Wealth Advisors, LLC
N/A—391,169-391,169-100%$20.6M———
Global Retirement Partners, LLC
N/A—387,287-387,287-100%$20.4M———
Keystone Financial Group
N/A—377,921-377,921-100%$19.9M———
Orion Porfolio Solutions, LLC
N/A—364,081-364,081-100%$19.2M———
Modern Wealth Management, LLC
N/A—355,654-355,654-100%$18.8M———
Cahill Financial Advisors Inc
N/A—341,560-341,560-100%$18.0M———
HighTower Advisors, LLC
N/A—337,302-337,302-100%$17.8M———
Capital Analysts, LLC
N/A—328,627-328,627-100%$17.3M———
PAX Financial Group, LLC
N/A—326,469-326,469-100%$17.2M———
EQ LLC
N/A—312,275-312,275-100%$16.5M———
Wealth Alliance, LLC
N/A—308,224-308,224-100%$16.2M———
NorthRock Partners, LLC
N/A—297,104-297,104-100%$15.7M———
Blue Edge Capital, LLC
N/A—289,873-289,873-100%$15.3M———
Marshall Wace, LLP
N/A—288,998-288,998-100%$15.2M———
Baird Financial Group, Inc.
N/A—288,610-288,610-100%$15.2M———
Advisory Services Network, LLC
N/A—281,972-281,972-100%$14.9M———
Jones Financial Companies Lllp
N/A—270,562-270,562-100%$13.3M———
Mcmorgan & Co LLC
N/A—268,644-268,644-100%$14.2M———
One Wealth Advisors, LLC
N/A—260,734-260,734-100%$13.7M———
Ancora Advisors LLCA
N/A—260,353-260,353-100%$13.7M———
Keystone Financial Services
N/A—248,027-248,027-100%$13.1M———
Kilter Group LLC
N/A—227,170-227,170-100%$12.0M———
Storen Legacy Partners, LLC
N/A—226,766-226,766-100%$12.0M———
World Investment Advisors
N/A—209,497-209,497-100%$9.7M———
Legacy Financial Group LLC
N/A—203,565-203,565-100%$10.7M———
Rothschild Wealth LLC
N/A—203,415-203,415-100%$10.7M———
Tidemark, LLC
N/A—202,869-202,869-100%$10.7M———
Liberty Wealth Management LLC
N/A—202,464-202,464-100%$6.7M———
Stokes Family Office, LLC
N/A—197,710-197,710-100%$10.4M———
Regal Investment Advisors LLC
N/A—197,643-197,643-100%$10.4M———
Gateway Wealth Partners, LLC
N/A—197,056-197,056-100%$10.4M———
Summit Financial, LLC
N/A—194,981-194,981-100%$10.3M———
Frisch Financial Group, Inc.
N/A—187,848-187,848-100%$9.9M———
Rockefeller Capital Management L.P.
N/A—186,844-186,844-100%$9.9M———
EWA, LLC
N/A—186,666-186,666-100%$9.8M———
Synergy Investment Management, LLC
N/A—185,588-185,588-100%$9.8M———
Mutual Advisors, LLC
N/A—175,763-175,763-100%$9.3M———
Vertex Planning Partners, LLC
N/A—171,060-171,060-100%$9.0M———
JT Stratford LLC
N/A—167,819-167,819-100%$8.8M———
Landing Point Financial Group, LLC
N/A—165,409-165,409-100%$8.7M———
Steelhead Wealth Management LLC
N/A—164,474-164,474-100%$8.7M———
Strategies Wealth Advisors, LLC
N/A—158,184-158,184-100%$8.3M———
Snowden Capital Advisors LLC
N/A—158,068-158,068-100%$8.3M———
Invst, LLC
N/A—156,337-156,337-100%$8.2M———
Mariner, LLC
N/A—154,143-154,143-100%$8.1M———
Resolute Wealth Advisor, Inc.
N/A—148,946-148,946-100%$4.9M———
Beacon Bridge Wealth Partners, LLC
N/A—139,883-139,883-100%$7.4M———
WealthShield Partners, LLC
N/A—139,150-139,150-100%$7.3M———
Twin Peaks Wealth Advisors, LLC
N/A—135,112-135,112-100%$7.1M———
J.E. Simmons & Co., P.C.
N/A—134,090-134,090-100%$7.1M———
Daybright Advisory Services, Inc.
N/A—132,710-132,710-100%$5.5M———
Western Wealth Management, LLC
N/A—131,810-131,810-100%$6.9M———
Keebeck Wealth Management
N/A—130,289-130,289-100%$6.9M———
Mayflower Financial Advisors, LLC
N/A—126,871-126,871-100%$6.7M———
Founders Financial Alliance, LLC
N/A—121,741-121,741-100%$6.4M———
Ameritas Advisory Services, LLC
N/A—121,383-121,383-100%$6.4M———
Daviman Financial, LLC
N/A—115,889-115,889-100%$6.1M———
Empowered Funds, LLC
N/A—111,543-111,543-100%$5.9M———
Kovack Advisors, Inc.
N/A—111,497-111,497-100%$5.6M———
Moneta Group Investment Advisors LLC
N/A—110,614-110,614-100%$5.8M———
WCG Wealth Advisors LLC
N/A—104,274-104,274-100%$5.5M———
M1 Capital Management LLC
N/A—100,669-100,669-100%$5.3M———
Advyzon Investment Management, LLC
N/A—97,900-97,900-100%$5.2M———
Two Sigma Investments, LP
N/A—93,000-93,000-100%$4.9M———
Mercer Global Advisors Inc
N/A—92,546-92,546-100%$4.9M———
Harbour Investments, Inc.
N/A—85,425-85,425-100%$4.5M———
Curtis Wealth Management LLC
N/A—83,711-83,711-100%$4.4M———
Tradition Wealth Management, LLC
N/A—82,465-82,465-100%$4.3M———
Beto Financial Group, LLC
N/A—73,653-73,653-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—71,230-71,230-100%$3.8M———
Intentional Wealth Strategies, LLC
N/A—69,172-69,172-100%$3.6M———
Panoramic Investment Advisors, LLC
N/A—68,712-68,712-100%$3.6M———
Summit Wealth Partners, LLC
N/A—67,570-67,570-100%$3.6M———
Shared Vision Wealth Group LLC
N/A—65,784-65,784-100%$3.5M———
Tyche Wealth Partners LLC
N/A—64,680-64,680-100%$3.4M———
Chatterton & Associates Inc.
N/A—62,697-62,697-100%$3.0M———
Redwood Investment Management, LLC
N/A—61,488-61,488-100%$3.2M———
Family Manage LLC
N/A—60,963-60,963-100%$3.2M———
Hopwood Nicholas Hunter
N/A—59,727-59,727-100%$3.1M———
Bull Harbor Capital LLC
N/A—55,245-55,245-100%$2.9M———
Barnes Wealth Management Group, Inc
N/A—54,289-54,289-100%$2.9M———
Van Hulzen Asset Management, LLC
N/A—53,669-53,669-100%$2.8M———
Wealthgarden F.S. LLC
N/A—52,073-52,073-100%$2.7M———
Theory Financial LLC
N/A—51,700-51,700-100%$2.7M———
Johnson Investment Counsel Inc
N/A—51,051-51,051-100%$2.7M———
Insigneo Advisory Services, LLC
N/A—50,748-50,748-100%$2.7M———
IFG Advisory, LLC
N/A—50,623-50,623-100%$2.7M———
Benjamin Edwards Inc
N/A—48,968-48,968-100%$2.6M———
Davis Wealth Advisors, LLC
N/A—47,904-47,904-100%$2.5M———
WealthTrak Capital Management LLC
N/A—47,371-47,371-100%$2.5M———
Mark Sheptoff Financial Planning, LLC
N/A—47,339-47,339-100%$2.5M———
Blalock Williams, LLC
N/A—45,810-45,810-100%$2.4M———
Venturi Wealth Management, LLC
N/A—45,617-45,617-100%$2.4M———
AQR Capital Management LLC
N/A—44,977-44,977-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—43,747-43,747-100%$2.3M———
LifePlan Investment Advisors, Inc.
N/A—42,949-42,949-100%$2.3M———
Leigh Baldwin & Co., LLC
N/A—39,709-39,709-100%$2.1M———
LaSalle St. Investment Advisors, LLC
N/A—39,244-39,244-100%$2.1M———
Vantage Point Financial LLC
N/A—38,844-38,844-100%$2.0M———
Kingsview Wealth Management, LLC
N/A—38,639-38,639-100%$2.0M———
Natixis Advisors, LLC
N/A—38,259-38,259-100%$2.0M———
PFG Investments, LLC
N/A—37,993-37,993-100%$2.0M———
Savvy Advisors, Inc.
N/A—35,474-35,474-100%$1.9M———
Gotham Asset Management, LLC
N/A—34,898-34,898-100%$1.8M———
Smartleaf Asset Management LLC
N/A—34,174-34,174-100%$1.7M———
EP Wealth Advisors, LLC
N/A—33,567-33,567-100%$1.8M———
BlackDiamond Wealth Management, LLC
N/A—32,684-32,684-100%$1.4M———
KM Capital Management Ltd.
N/A—31,935-31,935-100%$1.7M———
WNY Asset Management, LLC
N/A—30,941-30,941-100%$1.6M———
Stephen J. Garry & Associates, LLC
N/A—30,780-30,780-100%$1.6M———
Capital Investment Management, Inc.
N/A—29,915-29,915-100%$1.6M———
Alta Wealth Advisors LLC
N/A—29,721-29,721-100%$1.6M———
Centaurus Financial, Inc.
N/A—29,672-29,672-100%$1.6M———
Bank of Montreal
N/A—28,926-28,926-100%$1.5M———
Tidal Investments LLC
N/A—27,796-27,796-100%$1.5M———
Regimen Wealth, LLC
N/A—27,733-27,733-100%$1.5M———
Sky-Mountain Capital Management, Inc.
N/A—27,497-27,497-100%$1.4M———
Magnolia Private Wealth, LLC
N/A—26,649-26,649-100%$1.4M———
Kickstand Ventures, Llc.
N/A—26,469-26,469-100%$1.4M———
Sovereign Financial Group, Inc.
N/A—26,095-26,095-100%$1.4M———
Transamerica Financial Advisors, LLC
N/A—25,930-25,930-100%$1.4M———
D. E. Shaw & Co., Inc.
N/A—25,774-25,774-100%$1.4M———
Brookwood Investment Group LLC
N/A—25,510-25,510-100%$1.3M———
Wells Fargo & Company
N/A—25,152-25,152-100%$1.3M———
EFG International AG
N/A—24,573-24,573-100%$1.3M———
Nwam LLC
N/A—24,548-24,548-100%$1.3M———
Arkadios Wealth Advisors
N/A—24,190-24,190-100%$1.3M———
QRG Capital Management, Inc.
N/A—23,948-23,948-100%$1.3M———
Vantus Wealth LLC
N/A—23,906-23,906-100%$1.3M———
Joel Isaacson & Co., LLC
N/A—22,701-22,701-100%$1.2M———
Lifeworks Advisors, LLC
N/A—20,574-20,574-100%$1.1M———
Argent Trust Co
N/A—18,915-18,915-100%$997.2K———
Gladstone Institutional Advisory LLC
N/A—18,605-18,605-100%$980.8K———
GWN Securities Inc.
N/A—18,452-18,452-100%$972.8K———
Maripau Wealth Management LLC
N/A—18,395-18,395-100%$969.7K———
GatePass Capital, LLC
N/A—16,895-16,895-100%$890.7K———
Transcend Capital Advisors, LLC
N/A—16,644-16,644-100%$877.5K———
Vision Retirement, LLC
N/A—16,014-16,014-100%$844.3K———
Resurgent Financial Advisors LLC
N/A—15,292-15,292-100%$806.2K———
Wealth Watch Advisors, Inc
N/A—15,256-15,256-100%$804.3K———
DV Equities, LLC
N/A—14,937-14,937-100%$787.5K———
Cary Street Partners Investment Advisory LLC
N/A—14,881-14,881-100%$784.5K———
CFO4Life Group, LLC
N/A—14,828-14,828-100%$781.7K———
O'shaughnessy Asset Management, LLC
N/A—14,529-14,529-100%$766.0K———
Ausdal Financial Partners, Inc.
N/A—14,231-14,231-100%$750.2K———
Shelton Capital Management
N/A—14,198-14,198-100%$748.5K———
GeoWealth Management, LLC
N/A—13,595-13,595-100%$716.8K———
Betterment LLC
N/A—13,218-13,218-100%$697.0K———
Imprint Wealth LLC
N/A—13,070-13,070-100%$689.1K———
Cadia Private Client LLC
N/A—12,790-12,790-100%$674.3K———
Yukon Wealth Management, Inc.
N/A—12,254-12,254-100%$646.0K———
BFC Planning, Inc.
N/A—12,246-12,246-100%$645.6K———
Fiduciary Financial Advisors
N/A—12,109-12,109-100%$638.4K———
Strategic Financial Concepts, LLC
N/A—12,067-12,067-100%$636.2K———
Callan Family Office, LLC
N/A—11,456-11,456-100%$604.0K———
Arvest Bank Trust Division
N/A—11,088-11,088-100%$584.6K———
Gallagher Fiduciary Advisors, LLC
N/A—11,055-11,055-100%$582.8K———
Main Street Financial Solutions, LLC
N/A—11,047-11,047-100%$582.4K———
Leavell Investment Management, Inc.
N/A—10,636-10,636-100%$560.7K———
Harborfront Financial Group LLC
N/A—10,627-10,627-100%$560.2K———
Concorde Asset Management, LLC
N/A—10,093-10,093-100%$532.1K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—10,079-10,079-100%$531.4K———
FMR LLC
N/A—9,791-9,791-100%$516.2K———
XTX Topco Ltd
N/A—9,319-9,319-100%$491.3K———
Freedom Investment Management, Inc.
N/A—9,027-9,027-100%$475.9K———
Essex Financial Services, Inc.
N/A—8,935-8,935-100%$471.1K———
OneAscent Financial Services LLC
N/A—8,921-8,921-100%$470.3K———
VestGen Investment Management
N/A—8,459-8,459-100%$446.0K———
Moors & Cabot, Inc.
N/A—8,221-8,221-100%$433.4K———
Beacon Pointe Advisors, LLC
N/A—8,139-8,139-100%$429.1K———
Cofg Advisors, LLC
N/A—7,688-7,688-100%$405.3K———
FLP Wealth Management, LLC
N/A—7,413-7,413-100%$390.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,346-7,346-100%$387.3K———
Waverly Advisors, LLC
N/A—7,017-7,017-100%$369.9K———
Bradley Foster & Sargent Inc
N/A—6,911-6,911-100%$364.3K———
Fisher Asset Management, LLC
N/A—6,862-6,862-100%$361.8K———
Seeds Investor LLC
N/A—6,822-6,822-100%$359.7K———
Pinnacle Family Advisors, LLC
N/A—6,683-6,683-100%$352.3K———
Sequent Planning LLC
N/A—6,640-6,640-100%$350.1K———
Continuum Advisory, LLC
N/A—6,599-6,599-100%$347.9K———
Evergreen Wealth Partners LLC
N/A—6,528-6,528-100%$344.1K———
Captrust Financial Advisors
N/A—6,343-6,343-100%$334.4K———
Quantinno Capital Management LP
N/A—6,027-6,027-100%$317.7K———
Cary Street Partners Financial LLC
N/A—5,962-5,962-100%$314.3K———
Wealthspan Partners, LLC
N/A—5,740-5,740-100%$302.6K———
Dimension Capital Management LLC
N/A—5,686-5,686-100%$299.8K———
Waterloo Capital, L.P.
N/A—5,624-5,624-100%$296.5K———
Legacy Edge Advisors, LLC
N/A—5,460-5,460-100%$287.9K———
Independent Advisor Alliance
N/A—5,430-5,430-100%$286.3K———
Goldman Sachs Group Inc
N/A—4,910-4,910-100%$258.9K———
Empirical Asset Management, LLC
N/A—4,892-4,892-100%$257.9K———
Coldstream Capital Management Inc
N/A—4,746-4,746-100%$250.2K———
Brand Asset Management Group, Inc.
N/A—4,406-4,406-100%$232.3K———
OneAscent Family Office, LLC
N/A—4,246-4,246-100%$223.8K———
Federation des caisses Desjardins du Quebec
N/A—4,235-4,235-100%$223.3K———
Vident Advisory, LLC
N/A—4,172-4,172-100%$219.9K———
PNC Financial Services Group, Inc.
N/A—4,112-4,112-100%$216.8K———
New Republic Capital, LLC
N/A—4,037-4,037-100%$212.8K———
PSI Advisors, LLC
N/A—4,029-4,029-100%$212.4K———
Tulsa Wealth Advisors, Inc
N/A—3,995-3,995-100%$210.6K———
Commerce Bank
N/A—3,878-3,878-100%$204.4K———
Fortis Advisors, LLC
N/A—3,868-3,868-100%$203.9K———
Rialto Wealth Management, LLC
N/A—3,538-3,538-100%$186.5K———
Aptus Capital Advisors, LLC
N/A—3,194-3,194-100%$168.4K———
Capital Advisor Network LLC
N/A—2,956-2,956-100%$155.8K———
IMA Advisory Services, Inc.
N/A—2,578-2,578-100%$135.9K———
Wellington Grp LLC
N/A—2,546-2,546-100%$83.9K———
Geneos Wealth Management Inc.
N/A—2,133-2,133-100%$112.5K———
Allworth Financial LP
N/A—1,690-1,690-100%$89.1K———
Strategic Wealth Partners, Ltd.
N/A—1,150-1,150-100%$60.6K———
Beaird Harris Wealth Management, LLC
N/A—1,120-1,120-100%$59.1K———
Tower Research Capital LLC (TRC)
N/A—1,050-1,050-100%$55.4K———
Atlantic Union Bankshares Corp
N/A—1,021-1,021-100%$53.8K———
Regatta Research & Money Management
N/A—1,000-1,000-100%$52.7K———
Bogart Wealth, LLC
N/A—982-982-100%$51.8K———
Cordant, Inc.
N/A—816-816-100%$43.0K———
Ameriflex Group, Inc.
N/A—626-626-100%$33.0K———
NBH Bank
N/A—432-432-100%$22.8K———
Crewe Advisors LLC
N/A—410-410-100%$21.6K———
SHP Wealth Management
N/A—365-365-100%$19.2K———
Roble, Belko & Company, Inc
N/A—363-363-100%$19.0K———
Strive Financial Group,LLC
N/A—352-352-100%$18.6K———
Measured Wealth Private Client Group, LLC
N/A—252-252-100%$13.3K———
Fourth Dimension Wealth, LLC
N/A—234-234-100%$12.3K———
Russell Investments Group, Ltd.
N/A—218-218-100%$11.5K———
Clearstead Advisors, LLC
N/A—190-190-100%$10.0K———
Huntington National Bank
N/A—181-181-100%$9.5K———
Johnson Financial Group, Inc.
N/A—148-148-100%$7.8K———
Bartlett & Co. Wealth Management LLC
N/A—130-130-100%$6.9K———
Basepoint Wealth LLC
N/A—130-130-100%$6.9K———
Richard W. Paul & Associates, LLC
N/A—88-88-100%$4.6K———
UBS Asset Management Americas LLC
N/A—46-46-100%$2.4K———
UMB Bank, n.a.
N/A—25-25-100%$1.3K———
Keating Financial Advisory Services, Inc.
N/A—12-12-100%$633———
Orion Capital Management LLC
N/A—9-9-100%$474———
Showing 719 of 719 institutions