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Ishares U.S. Thematic Rotati (THRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
INCREASED
Shares3,500,585 from 3,406,641
Change+93,944 (+3%)
Value$154.0M (+$7.1M)
Filed 2026-10-26
Sofi Wealth, LLC
INCREASED
Shares2,446,051 from 2,412,030
Change+34,021 (+1%)
Value$107.6M (+$3.6M)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares1,793,338 from 1,679,335
Change+114,003 (+7%)
Value$78.9M (+$6.5M)
Filed 2026-11-05
JB Capital LLC
INCREASED
Shares1,195,674 from 1,183,232
Change+12,442 (+1%)
Value$52.6M (+$1.6M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares1,083,772 from 1,410,555
Change-326,783 (-23%)
Value$47.7M (-$13.1M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares855,496 from 662,531
Change+192,965 (+29%)
Value$37.6M (+$9.1M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares817,465 from 833,460
Change-15,995 (-2%)
Value$36.1M (+$190.0K)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares687,739 from 665,525
Change+22,214 (+3%)
Value$30.2M (+$1.6M)
Filed 2026-10-15
Ascent Group, LLC
INCREASED
Shares592,529 from 582,808
Change+9,721 (+2%)
Value$26.1M (+$934.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares581,284 from 505,404
Change+75,880 (+15%)
Value$25.6M (+$3.8M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares512,524 from 503,643
Change+8,881 (+2%)
Value$22.5M (+$828.7K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares477,393 from 438,771
Change+38,622 (+9%)
Value$21.0M (+$2.0M)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares474,938 from 445,384
Change+29,554 (+7%)
Value$20.9M (+$1.7M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares453,836 from 428,248
Change+25,588 (+6%)
Value$20.0M (+$1.5M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares428,232 from 407,476
Change+20,756 (+5%)
Value$18.8M (+$1.3M)
Filed 2026-10-30
West Wealth Group, LLC
INCREASED
Shares389,756 from 373,988
Change+15,768 (+4%)
Value$17.1M (+$1.0M)
Filed 2026-10-14
Sharkey, Howes & Javer
INCREASED
Shares375,255 from 372,847
Change+2,408 (+1%)
Value$16.5M (+$430.3K)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares350,059 from 348,109
Change+1,950 (+1%)
Value$15.4M (+$388.6K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares339,474 from 194,558
Change+144,916 (+74%)
Value$14.9M (+$6.5M)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares320,507 from 287,247
Change+33,260 (+12%)
Value$14.1M (+$1.7M)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
INCREASED
Shares317,057 from 314,636
Change+2,421 (+1%)
Value$13.9M (+$380.2K)
Filed 2026-10-16
Stone House Investment Management, LLC
INCREASED
Shares290,738 from 280,833
Change+9,905 (+4%)
Value$12.8M (+$680.0K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares282,051 from 282,158
Change-107 (0%)
Value$12.4M (+$242.8K)
Filed 2026-10-08
Security Financial Services, Inc.
INCREASED
Shares267,934 from 266,440
Change+1,494 (+1%)
Value$11.8M (+$297.5K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
INCREASED
Shares266,571 from 261,595
Change+4,976 (+2%)
Value$11.7M (+$537.7K)
Filed 2026-11-02
Shepherd Financial Partners LLC
INCREASED
Shares249,119 from 244,960
Change+4,159 (+2%)
Value$11.0M (+$396.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares246,284 from 148,060
Change+98,224 (+66%)
Value$11.0M (+$4.6M)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares236,664 from 158,939
Change+77,725 (+49%)
Value$10.4M (+$3.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares236,664 from 158,939
Change+77,725 (+49%)
Value$10.4M (+$3.8M)
Filed 2026-10-20
KWB Wealth
INCREASED
Shares234,499 from 227,816
Change+6,683 (+3%)
Value$10.3M (+$492.1K)
Filed 2026-10-16
Kelly Financial Services LLC
INCREASED
Shares230,609 from 227,677
Change+2,932 (+1%)
Value$10.1M (+$327.0K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
DECREASED
Shares229,795 from 240,273
Change-10,478 (-4%)
Value$10.3M (+$77.2K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares224,281 from 224,059
Change+222 (+0%)
Value$9.9M (+$204.7K)
Filed 2026-10-16
Embree Financial Group
DECREASED
Shares216,026 from 245,975
Change-29,949 (-12%)
Value$9.5M (-$1.1M)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares214,065 from 198,612
Change+15,453 (+8%)
Value$9.4M (+$847.1K)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares213,902 from 218,310
Change-4,408 (-2%)
Value$9.4M (-$3.9K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares206,710 from 201,376
Change+5,334 (+3%)
Value$9.1M (+$409.8K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares205,730 from 198,520
Change+7,210 (+4%)
Value$9.0M (+$489.8K)
Filed 2026-10-29
Cypress Wealth Services, LLC
INCREASED
Shares176,831 from 174,175
Change+2,656 (+2%)
Value$7.9M (+$434.6K)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares176,044 from 161,956
Change+14,088 (+9%)
Value$7.7M (+$760.5K)
Filed 2026-11-02
Beacon Financial Group
INCREASED
Shares173,639 from 169,820
Change+3,819 (+2%)
Value$7.6M (+$315.7K)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares173,496 from 139,457
Change+34,039 (+24%)
Value$7.5M (+$1.5M)
Filed 2026-11-03
15 Wealth Advisors LLC
NEW
Shares173,471
Change+173,471
Value$7.6M
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares169,268 from 162,061
Change+7,207 (+4%)
Value$7.4M (+$634.7K)
Filed 2026-11-02
Swmg, LLC
INCREASED
Shares164,245 from 158,534
Change+5,711 (+4%)
Value$7.2M (+$346.1K)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
INCREASED
Shares163,469 from 157,950
Change+5,519 (+3%)
Value$7.2M (+$380.2K)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares161,412 from 156,963
Change+4,449 (+3%)
Value$7.1M (+$332.2K)
Filed 2026-11-02
Able Wealth Management LLC
INCREASED
Shares153,923 from 136,387
Change+17,536 (+13%)
Value$6.9M (+$996.6K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares153,674 from 146,242
Change+7,432 (+5%)
Value$6.8M (+$454.1K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares152,771 from 136,801
Change+15,970 (+12%)
Value$6.7M (+$821.3K)
Filed 2026-10-16
One Advisory Partners, LLC
INCREASED
Shares150,905 from 148,892
Change+2,013 (+1%)
Value$6.6M (+$218.1K)
Filed 2026-10-22
Midwest Capital Advisors, LLC
INCREASED
Shares149,487 from 149,446
Change+41 (+0%)
Value$6.6M (+$131.8K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares145,317 from 142,522
Change+2,795 (+2%)
Value$6.4M (+$246.9K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares144,049 from 215,388
Change-71,339 (-33%)
Value$6.3M (-$3.0M)
Filed 2026-10-30
Archer Investment Management, LLC
INCREASED
Shares138,964 from 131,207
Change+7,757 (+6%)
Value$6.1M (+$455.3K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares138,622 from 149,815
Change-11,193 (-7%)
Value$6.1M (-$361.9K)
Filed 2026-10-22
Beacon Capital Management, LLC
INCREASED
Shares138,387 from 98,838
Change+39,549 (+40%)
Value$6.1M (+$1.8M)
Filed 2026-10-23
TSA Wealth Managment LLC
DECREASED
Shares132,364 from 135,262
Change-2,898 (-2%)
Value$5.8M (-$9.8K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares129,368 from 61,125
Change+68,243 (+112%)
Value$5.7M (+$3.1M)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED
Shares126,473 from 123,825
Change+2,648 (+2%)
Value$5.6M (+$224.2K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares122,675 from 146,950
Change-24,275 (-17%)
Value$5.4M (-$939.7K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares117,740 from 69,617
Change+48,123 (+69%)
Value$5.2M (+$2.2M)
Filed 2026-11-04
Gen-Wealth Partners Inc
INCREASED
Shares113,246 from 108,320
Change+4,926 (+5%)
Value$5.0M (+$310.9K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares110,620 from 62,512
Change+48,108 (+77%)
Value$4.9M (+$2.2M)
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED
Shares107,464 from 106,391
Change+1,073 (+1%)
Value$4.7M (+$139.8K)
Filed 2026-11-03
Ehrlich Financial Group
INCREASED
Shares106,911 from 106,706
Change+205 (+0%)
Value$4.7M (+$101.9K)
Filed 2026-10-20
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares105,958 from 113,214
Change-7,256 (-6%)
Value$4.7M (-$220.6K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares105,794 from 108,932
Change-3,138 (-3%)
Value$4.7M (-$43.2K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares99,992 from 93,394
Change+6,598 (+7%)
Value$4.4M (+$371.4K)
Filed 2026-10-13
Skyline Advisors, Inc.
DECREASED
Shares98,304 from 98,862
Change-558 (-1%)
Value$4.3M (+$61.5K)
Filed 2026-11-03
Schwallier Wealth Management LLC
INCREASED
Shares98,232 from 95,633
Change+2,599 (+3%)
Value$4.3M (+$197.5K)
Filed 2026-11-05
Buttonwood Financial Group, LLC
DECREASED
Shares95,175 from 107,855
Change-12,680 (-12%)
Value$4.3M (-$374.4K)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares92,056 from 91,526
Change+530 (+1%)
Value$4.0M (+$102.9K)
Filed 2026-10-14
Polaris Investment Advisors, LLC
INCREASED
Shares84,508 from 83,360
Change+1,148 (+1%)
Value$3.7M (+$123.0K)
Filed 2026-10-20
A4 Wealth Advisors LLC
INCREASED
Shares83,182 from 79,571
Change+3,611 (+5%)
Value$3.7M (+$228.0K)
Filed 2026-10-20
Hobbs Wealth Management, LLC
INCREASED
Shares82,284 from 80,165
Change+2,119 (+3%)
Value$3.6M (+$163.0K)
Filed 2026-10-20
Town Capital LLC
INCREASED
Shares81,623 from 78,249
Change+3,374 (+4%)
Value$3.6M (+$216.5K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares81,529 from 79,361
Change+2,168 (+3%)
Value$3.6M (+$164.4K)
Filed 2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED
Shares81,177 from 81,257
Change-80 (0%)
Value$3.6M (+$67.2K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares80,925 from 78,351
Change+2,574 (+3%)
Value$3.6M (+$181.4K)
Filed 2026-11-05
Wetzel Investment Advisors, Inc.
INCREASED
Shares80,265 from 78,792
Change+1,473 (+2%)
Value$3.5M (+$133.3K)
Filed 2026-10-13
Apeiron RIA LLC
DECREASED
Shares79,188 from 91,795
Change-12,607 (-14%)
Value$3.5M (-$463.5K)
Filed 2026-10-08
Private Client Services, LLC
INCREASED
Shares77,840 from 18,711
Change+59,129 (+316%)
Value$3.4M (+$2.6M)
Filed 2026-10-02
SigFig Wealth Management, LLC
INCREASED
Shares77,396 from 74,868
Change+2,528 (+3%)
Value$3.4M (+$213.0K)
Filed 2026-10-07
Cobblestone Asset Management LLC
INCREASED
Shares77,197 from 76,018
Change+1,179 (+2%)
Value$3.4M (+$118.0K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares77,094 from 78,106
Change-1,012 (-1%)
Value$3.4M (+$23.5K)
Filed 2026-10-27
Newport Capital Group, LLC
NEW
Shares76,019
Change+76,019
Value$3.3M
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares75,411 from 69,082
Change+6,329 (+9%)
Value$3.3M (+$338.5K)
Filed 2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED
Shares73,060 from 71,680
Change+1,380 (+2%)
Value$3.2M (+$123.1K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
INCREASED
Shares72,937 from 72,837
Change+100 (+0%)
Value$3.2M (+$67.7K)
Filed 2026-10-14
GW Henssler & Associates LTD
INCREASED
Shares72,791 from 70,374
Change+2,417 (+3%)
Value$3.2M (+$167.5K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares72,492 from 68,107
Change+4,385 (+6%)
Value$3.2M (+$252.1K)
Filed 2026-10-08
One Wealth Capital Management, LLC
DECREASED
Shares70,737 from 86,042
Change-15,305 (-18%)
Value$3.1M (-$598.3K)
Filed 2026-10-23
Advus Financial Partners, LLC
INCREASED
Shares69,812 from 68,634
Change+1,178 (+2%)
Value$3.1M (+$111.5K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
INCREASED
Shares69,275 from 64,037
Change+5,238 (+8%)
Value$3.0M (+$286.1K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares68,976 from 64,214
Change+4,762 (+7%)
Value$3.0M (+$265.3K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares66,449 from 70,888
Change-4,439 (-6%)
Value$2.9M (-$133.5K)
Filed 2026-11-05
Cornerstone Planning Group LLC
INCREASED
Shares65,840 from 64,951
Change+889 (+1%)
Value$2.9M (+$171.0K)
Filed 2026-10-16
Integrated Advisors Network LLC
INCREASED
Shares65,761 from 57,820
Change+7,941 (+14%)
Value$2.9M (+$399.5K)
Filed 2026-10-20
Core Wealth Advisors, LLC
DECREASED
Shares65,639 from 66,483
Change-844 (-1%)
Value$2.9M (+$20.7K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares64,281 from 42,120
Change+22,161 (+53%)
Value$2.8M (+$1.0M)
Filed 2026-10-09
PFG Advisors
INCREASED
Shares63,384 from 60,324
Change+3,060 (+5%)
Value$2.8M (+$187.0K)
Filed 2026-10-16
Lantz Financial LLC
DECREASED
Shares62,833 from 64,555
Change-1,722 (-3%)
Value$2.8M (-$19.6K)
Filed 2026-10-15
Forte Asset Management LLC
INCREASED
Shares62,772 from 52,272
Change+10,500 (+20%)
Value$2.8M (+$507.3K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares62,041 from 58,237
Change+3,804 (+7%)
Value$2.7M (+$218.0K)
Filed 2026-11-03
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares62,039 from 61,315
Change+724 (+1%)
Value$2.7M (+$85.2K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
DECREASED
Shares62,004 from 63,603
Change-1,599 (-3%)
Value$2.7M (-$15.0K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares60,529 from 61,373
Change-844 (-1%)
Value$2.7M (+$16.3K)
Filed 2026-10-14
Maia Wealth LLC
DECREASED
Shares59,973 from 86,429
Change-26,456 (-31%)
Value$2.6M (-$1.1M)
Filed 2026-10-19
SWP Financial LLC
DECREASED
Shares58,974 from 59,877
Change-903 (-2%)
Value$2.6M (+$12.4K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares57,580 from 29,687
Change+27,893 (+94%)
Value$2.5M (+$1.3M)
Filed 2026-10-14
Scissortail Wealth Management, LLC
INCREASED
Shares56,758 from 55,838
Change+920 (+2%)
Value$2.5M (+$89.0K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares56,611 from 54,953
Change+1,658 (+3%)
Value$2.5M (+$120.7K)
Filed 2026-11-04
Retirement Wealth Solutions LLC
INCREASED
Shares56,208 from 45,112
Change+11,096 (+25%)
Value$2.5M (+$527.3K)
Filed 2026-10-07
Bedminster, LLC
INCREASED
Shares54,721 from 54,247
Change+474 (+1%)
Value$2.4M (+$68.0K)
Filed 2026-11-04
Verus Capital Partners, LLC
DECREASED
Shares54,417 from 54,963
Change-546 (-1%)
Value$2.4M (+$23.8K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares53,262
Change+53,262
Value$2.3M
Filed 2026-11-03
Asset One Wealth Management LLC
NEW
Shares52,440
Change+52,440
Value$2.3M
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares51,913 from 46,214
Change+5,699 (+12%)
Value$2.3M (+$290.9K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares51,013 from 36,324
Change+14,689 (+40%)
Value$2.2M (+$677.6K)
Filed 2026-11-03
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares50,792 from 49,806
Change+986 (+2%)
Value$2.2M (+$86.7K)
Filed 2026-10-26
Centurion Wealth Management LLC
DECREASED
Shares50,133 from 65,234
Change-15,101 (-23%)
Value$2.2M (-$607.4K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
DECREASED
Shares49,872 from 51,181
Change-1,309 (-3%)
Value$2.2M (-$11.4K)
Filed 2026-10-26
Smart Wealth LLC
INCREASED
Shares46,567 from 38,575
Change+7,992 (+21%)
Value$2.0M (+$385.1K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares46,088 from 42,508
Change+3,580 (+8%)
Value$2.0M (+$194.4K)
Filed 2026-10-15
FFG Retirement Advisors LLC
DECREASED
Shares45,136 from 72,807
Change-27,671 (-38%)
Value$2.0M (-$1.2M)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares45,038
Change+45,038
Value$2.0M
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares42,101 from 40,850
Change+1,251 (+3%)
Value$1.9M (+$90.6K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares42,036 from 40,033
Change+2,003 (+5%)
Value$1.8M (+$122.9K)
Filed 2026-11-03
Arcadia Wealth Management, LLC
INCREASED
Shares40,757 from 18,460
Change+22,297 (+121%)
Value$1.8M (+$996.7K)
Filed 2026-10-22
Milestone Asset Management, LLC
DECREASED
Shares38,584 from 56,002
Change-17,418 (-31%)
Value$1.7M (-$717.3K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
DECREASED
Shares38,569 from 54,861
Change-16,292 (-30%)
Value$1.7M (-$668.8K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares38,135 from 38,817
Change-682 (-2%)
Value$1.7M (+$3.8K)
Filed 2026-10-30
Legacy Advisory Services, LLC
NEW
Shares37,657
Change+37,657
Value$1.7M
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares37,618 from 34,092
Change+3,526 (+10%)
Value$1.7M (+$184.8K)
Filed 2026-10-14
Zenith Solutions, Inc.
INCREASED
Shares37,007 from 36,117
Change+890 (+2%)
Value$1.6M (+$70.5K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares34,874 from 30,644
Change+4,230 (+14%)
Value$1.5M (+$212.7K)
Filed 2026-10-14
WealthPoint Financial, LLC
DECREASED
Shares34,276 from 34,733
Change-457 (-1%)
Value$1.5M (+$10.1K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares32,372 from 26,654
Change+5,718 (+21%)
Value$1.4M (+$274.7K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED
Shares31,841 from 30,841
Change+1,000 (+3%)
Value$1.4M (+$70.8K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares28,038 from 25,430
Change+2,608 (+10%)
Value$1.2M (+$149.3K)
Filed 2026-10-13
BCU Wealth Advisors, LLC
DECREASED
Shares26,899 from 27,017
Change-118 (0%)
Value$1.2M (+$18.3K)
Filed 2026-10-16
WealthPLAN Partners, LLC
INCREASED
Shares25,425 from 25,291
Change+134 (+1%)
Value$1.1M (+$27.9K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares25,067 from 42,272
Change-17,205 (-41%)
Value$1.1M (-$719.9K)
Filed 2026-10-26
Asempa Wealth Advisors
INCREASED
Shares25,016 from 24,557
Change+459 (+2%)
Value$1.1M (+$45.1K)
Filed 2026-10-07
Clear Creek Financial Management, LLC
INCREASED
Shares24,268 from 21,720
Change+2,548 (+12%)
Value$1.1M (+$130.9K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares23,465 from 23,238
Change+227 (+1%)
Value$1.0M (+$30.2K)
Filed 2026-10-13
MKT Advisors LLC
DECREASED
Shares22,801 from 23,333
Change-532 (-2%)
Value$1.0M (+$19.5K)
Filed 2026-10-20
Omni 360 Wealth, Inc.
DECREASED
Shares22,760 from 22,997
Change-237 (-1%)
Value$1.0M (+$9.6K)
Filed 2026-10-13
J.M. Arbour, LLC
DECREASED
Shares22,637 from 22,982
Change-345 (-1%)
Value$995.6K (+$4.8K)
Filed 2026-11-05
Wavvest Wealth LLC
NEW
Shares22,473
Change+22,473
Value$988.4K
Filed 2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED
Shares22,240 from 22,735
Change-495 (-2%)
Value$978.1K (-$2.0K)
Filed 2026-10-27
Interchange Capital Partners, LLC
DECREASED
Shares22,233 from 22,732
Change-499 (-2%)
Value$975.0K (-$5.0K)
Filed 2026-10-28
Two West Capital Advisors LLC
INCREASED
Shares22,113 from 20,490
Change+1,623 (+8%)
Value$974.1K (+$109.0K)
Filed 2026-10-15
First Heartland Consultants, Inc.
DECREASED
Shares21,787 from 22,104
Change-317 (-1%)
Value$958.2K (+$5.3K)
Filed 2026-10-08
Cassilly Financial Group LLC
INCREASED
Shares21,236 from 20,650
Change+586 (+3%)
Value$933.9K (+$43.7K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares21,192 from 21,532
Change-340 (-2%)
Value$932.0K (+$3.8K)
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares21,140 from 15,708
Change+5,432 (+35%)
Value$929.7K (+$252.6K)
Filed 2026-11-03
Lantern Wealth Advisors, LLC
INCREASED
Shares20,875 from 20,028
Change+847 (+4%)
Value$918.1K (+$54.7K)
Filed 2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED
Shares20,828 from 20,472
Change+356 (+2%)
Value$916.0K (+$33.5K)
Filed 2026-11-03
M Holdings Securities, Inc.
DECREASED
Shares19,999 from 20,543
Change-544 (-3%)
Value$865 (-$11)
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares19,979 from 19,780
Change+199 (+1%)
Value$878.7K (+$26.0K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares19,898 from 20,144
Change-246 (-1%)
Value$875.1K (+$6.7K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares19,712 from 646
Change+19,066 (+2951%)
Value$866.9K (+$839.1K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares18,752 from 18,781
Change-29 (0%)
Value$824.7K (+$15.1K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares18,524 from 22,417
Change-3,893 (-17%)
Value$814.7K (-$151.7K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares18,421 from 16,782
Change+1,639 (+10%)
Value$810.2K (+$86.7K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares18,347 from 23,799
Change-5,452 (-23%)
Value$806.9K (-$219.1K)
Filed 2026-11-05
Northland Securities, Inc.
DECREASED
Shares18,333 from 18,635
Change-302 (-2%)
Value$806.3K (+$2.9K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED
Shares17,716 from 13,789
Change+3,927 (+28%)
Value$779.2K (+$184.7K)
Filed 2026-10-28
Beacon Financial Advisory LLC
DECREASED
Shares17,627 from 18,046
Change-419 (-2%)
Value$775.2K (-$2.7K)
Filed 2026-10-16
PCG Asset Management, LLC
NEW
Shares17,454
Change+17,454
Value$767.6K
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares16,934 from 12,136
Change+4,798 (+40%)
Value$744.8K (+$221.6K)
Filed 2026-11-02
Accelerate Investment Advisors LLC
INCREASED
Shares16,850 from 14,152
Change+2,698 (+19%)
Value$741.1K (+$131.0K)
Filed 2026-11-02
Alterna Wealth Management, Inc
INCREASED
Shares16,593 from 15,037
Change+1,556 (+10%)
Value$729.7K (+$81.5K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares16,497 from 18,199
Change-1,702 (-9%)
Value$725.5K (-$59.0K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares16,417 from 15,788
Change+629 (+4%)
Value$722.0K (+$41.4K)
Filed 2026-11-02
Optivise Advisory Services LLC
DECREASED
Shares15,778 from 16,554
Change-776 (-5%)
Value$693.9K (-$19.7K)
Filed 2026-10-19
Integrated Wealth Management
INCREASED
Shares15,636 from 15,199
Change+437 (+3%)
Value$687.7K (+$32.5K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares15,139 from 6,295
Change+8,844 (+140%)
Value$665.8K (+$437.8K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares15,102 from 12,606
Change+2,496 (+20%)
Value$664.2K (+$120.7K)
Filed 2026-10-27
Stackstone Wealth, LLC
NEW
Shares15,045
Change+15,045
Value$661.7K
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares14,767 from 18,099
Change-3,332 (-18%)
Value$649.5K (-$130.8K)
Filed 2026-10-20
BAM Wealth Management, LLC
INCREASED
Shares14,604 from 6,897
Change+7,707 (+112%)
Value$642.3K (+$345.0K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares14,390 from 14,420
Change-30 (0%)
Value$633.0K (+$11.0K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
DECREASED
Shares14,316 from 15,245
Change-929 (-6%)
Value$629.6K (-$27.6K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares14,234 from 34,346
Change-20,112 (-59%)
Value$626.0K (-$854.6K)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares14,032 from 20,024
Change-5,992 (-30%)
Value$617.1K (-$246.1K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares13,558 from 10,166
Change+3,392 (+33%)
Value$596.3K (+$158.0K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
DECREASED
Shares13,020 from 14,017
Change-997 (-7%)
Value$572.6K (-$31.7K)
Filed 2026-10-13
RDA Financial Network
DECREASED
Shares12,969 from 13,374
Change-405 (-3%)
Value$570.4K (-$6.2K)
Filed 2026-10-15
Avantra Family Wealth, Inc.
INCREASED
Shares12,544 from 12,503
Change+41 (+0%)
Value$551.7K (+$12.7K)
Filed 2026-10-20
Semus Wealth Partners LLC
INCREASED
Shares12,354 from 11,165
Change+1,189 (+11%)
Value$543.3K (+$62.0K)
Filed 2026-10-22
Aspire Private Capital, LLC
INCREASED
Shares11,806 from 11,794
Change+12 (+0%)
Value$519.2K (+$10.8K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares11,311 from 10,946
Change+365 (+3%)
Value$497.5K (+$25.6K)
Filed 2026-10-14
LifeSteps Financial, Inc.
INCREASED
Shares11,089 from 1,286
Change+9,803 (+762%)
Value$487.7K (+$432.3K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
INCREASED
Shares10,680 from 10,236
Change+444 (+4%)
Value$469.7K (+$28.4K)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
INCREASED
Shares10,631 from 7,730
Change+2,901 (+38%)
Value$467.6K (+$134.3K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares10,523 from 503
Change+10,020 (+1992%)
Value$462.8K (+$441.1K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares10,495 from 10,390
Change+105 (+1%)
Value$461.6K (+$13.7K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
NEW
Shares10,486
Change+10,486
Value$461.2K
Filed 2026-10-22
Aegis Wealth Management, Inc.
INCREASED
Shares10,223 from 7,854
Change+2,369 (+30%)
Value$449.6K (+$111.0K)
Filed 2026-10-26
MN Wealth Advisors, LLC
DECREASED
Shares10,025 from 10,656
Change-631 (-6%)
Value$440.9K (-$18.5K)
Filed 2026-10-23
Carmel Capital Partners, LLC
NEW
Shares9,981
Change+9,981
Value$439.0K
Filed 2026-11-03
Creative Planning
INCREASED
Shares9,666 from 8,917
Change+749 (+8%)
Value$425.1K (+$40.7K)
Filed 2026-11-02
LexAurum Advisors, LLC
INCREASED
Shares9,485 from 9,479
Change+6 (+0%)
Value$417.2K (+$8.5K)
Filed 2026-10-19
Mainstream Capital Management LLC
NEW
Shares9,352
Change+9,352
Value$411.3K
Filed 2026-10-23
Cooper Financial Group
DECREASED
Shares9,095 from 9,401
Change-306 (-3%)
Value$400.0K (-$5.3K)
Filed 2026-10-07
Sowell Financial Services LLC
DECREASED
Shares9,062 from 11,238
Change-2,176 (-19%)
Value$398.6K (-$85.9K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares8,449 from 6,390
Change+2,059 (+32%)
Value$371.6K (+$96.1K)
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares8,297 from 8,957
Change-660 (-7%)
Value$364.9K (-$21.2K)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares8,205 from 16,287
Change-8,082 (-50%)
Value$365.4K (-$336.8K)
Filed 2026-10-09
Castleview Partners, LLC
INCREASED
Shares8,107 from 7,156
Change+951 (+13%)
Value$356.6K (+$48.1K)
Filed 2026-10-09
ASL Financial, LLC
INCREASED
Shares7,972 from 4,950
Change+3,022 (+61%)
Value$350.6K (+$137.2K)
Filed 2026-10-15
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares7,536 from 7,593
Change-57 (-1%)
Value$331.4K (+$4.1K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares7,472 from 16,995
Change-9,523 (-56%)
Value$328.6K (-$404.0K)
Filed 2026-11-05
Novem Group
INCREASED
Shares7,366 from 6,082
Change+1,284 (+21%)
Value$324.0K (+$61.7K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,277 from 6,759
Change+518 (+8%)
Value$320.0K (+$28.7K)
Filed 2026-10-23
Oregon Pacific Wealth Management, LLC
INCREASED
Shares7,264 from 6,911
Change+353 (+5%)
Value$319.5K (+$21.5K)
Filed 2026-10-20
Lockerman Financial Group, Inc.
INCREASED
Shares6,967 from 6,279
Change+688 (+11%)
Value$306.4K (+$35.7K)
Filed 2026-10-19
Elevated Capital Advisors, LLC
DECREASED
Shares6,949 from 8,644
Change-1,695 (-20%)
Value$305.6K (-$67.0K)
Filed 2026-11-04
Blue Capital, Inc.
DECREASED
Shares6,752 from 6,895
Change-143 (-2%)
Value$296.9K (-$308)
Filed 2026-10-13
Fulcrum Equity Management
INCREASED
Shares6,717 from 5,927
Change+790 (+13%)
Value$295.4K (+$39.9K)
Filed 2026-10-21
PUREfi Wealth, LLC
DECREASED
Shares5,901 from 6,054
Change-153 (-3%)
Value$259.5K (-$1.5K)
Filed 2026-10-19
Richmond Investment Services, LLC
INCREASED
Shares5,815 from 5,754
Change+61 (+1%)
Value$255.7K (+$7.7K)
Filed 2026-10-29
Midwest Financial Network, LLC
INCREASED
Shares5,775 from 4,957
Change+818 (+17%)
Value$254.0K (+$40.3K)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
DECREASED
Shares5,727 from 9,891
Change-4,164 (-42%)
Value$251.9K (-$174.5K)
Filed 2026-10-26
Uptick Partners, LLC
DECREASED
Shares5,611 from 6,444
Change-833 (-13%)
Value$246.8K (-$31.0K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
INCREASED
Shares5,604 from 5,502
Change+102 (+2%)
Value$246.5K (+$9.3K)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares5,600 from 4,900
Change+700 (+14%)
Value$246.3K (+$35.0K)
Filed 2026-10-23
Advisory Solutions Group, LLC
DECREASED
Shares5,524 from 9,393
Change-3,869 (-41%)
Value$243.0K (-$162.0K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW
Shares5,483
Change+5,483
Value$241.1K
Filed 2026-10-27
Krilogy Financial LLC
NEW
Shares5,434
Change+5,434
Value$242.9K
Filed 2026-10-13
Stirlingshire Investments, Inc.
INCREASED
Shares5,392 from 4,903
Change+489 (+10%)
Value$237.2K (+$25.8K)
Filed 2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares5,368 from 5,254
Change+114 (+2%)
Value$236.1K (+$9.6K)
Filed 2026-10-16
Quartz Partners, LLC
INCREASED
Shares5,361 from 5,187
Change+174 (+3%)
Value$235.8K (+$12.1K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
DECREASED
Shares5,336 from 5,918
Change-582 (-10%)
Value$234.7K (-$20.5K)
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares5,277 from 5,473
Change-196 (-4%)
Value$235.9K (+$823)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares5,263 from 5,007
Change+256 (+5%)
Value$231.5K (+$15.6K)
Filed 2026-11-04
Entrewealth, LLC
UNCHANGED
Shares5,096 from 5,096
Change0 (0%)
Value$224.1K (-$51)
Filed 2026-10-14
Beacon Financial Planning, Inc
INCREASED
Shares5,067 from 5,062
Change+5 (+0%)
Value$222.8K (+$4.6K)
Filed 2026-11-04
Herbst Group, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$219.9K (+$4.4K)
Filed 2026-10-20
Elevation Wealth Management LLC
INCREASED
Shares4,965 from 4,925
Change+40 (+1%)
Value$218.4K (+$6.0K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares4,901 from 4,901
Change0 (0%)
Value$211.4K ($0)
Filed 2026-10-26
Symphony Financial, Ltd. Co.
NEW
Shares4,790
Change+4,790
Value$211.8K
Filed 2026-10-22
LongView Wealth Management
DECREASED
Shares4,769 from 5,020
Change-251 (-5%)
Value$209.8K (-$6.6K)
Filed 2026-10-19
Stewardship Advisors, LLC
NEW
Shares4,755
Change+4,755
Value$209.1K
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares3,848 from 2,651
Change+1,197 (+45%)
Value$169.2K (+$54.9K)
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares3,632 from 4,167
Change-535 (-13%)
Value$160.3K (-$19.3K)
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares2,881
Change+2,881
Value$126.7K
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares2,556
Change+2,556
Value$112.4K
Filed 2026-11-02
Reap Financial Group, LLC
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$108.3K (+$2.1K)
Filed 2026-11-02
Wells Financial Advisors Inc
DECREASED
Shares2,250 from 2,348
Change-98 (-4%)
Value$99.0K (-$2.3K)
Filed 2026-11-02
Prudent Man Investment Management, Inc.
NEW
Shares2,052
Change+2,052
Value$90.2K
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares1,539 from 415
Change+1,124 (+271%)
Value$67.7K (+$49.8K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,272 from 1,109
Change+163 (+15%)
Value$55.9K (+$8.1K)
Filed 2026-11-02
Jnba Financial Advisors
NEW
Shares1,251
Change+1,251
Value$55.0K
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares1,158 from 963
Change+195 (+20%)
Value$50.9K (+$9.4K)
Filed 2026-10-26
Clark Wealth Partners
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$38.0K (+$752)
Filed 2026-10-19
Advocate Investing Services LLC
INCREASED
Shares851 from 819
Change+32 (+4%)
Value$37.4K (+$2.1K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares840
Change+840
Value$36.9K
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares799 from 167,713
Change-166,914 (-100%)
Value$35.0K (-$7.2M)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares758 from 708
Change+50 (+7%)
Value$33.3K (+$2.8K)
Filed 2026-11-05
Yankcom Partnership
NEW
Shares394
Change+394
Value$17.3K
Filed 2026-10-15
Harbor Investment Advisory, LLC
DECREASED
Shares394 from 487
Change-93 (-19%)
Value$17.3K (-$3.7K)
Filed 2026-10-13
Abound Wealth Management
NEW
Shares387
Change+387
Value$17.0K
Filed 2026-10-26
NBH Bank
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$16.7K (+$329)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares370 from 401
Change-31 (-8%)
Value$16.3K (-$1.0K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
NEW
Shares347
Change+347
Value$15.3K
Filed 2026-10-13
Armor Investment Advisors, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$14.2K (+$281)
Filed 2026-10-27
Essential Partners LLC
NEW
Shares303
Change+303
Value$13.3K
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$13.3K (+$263)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$13.3K (+$263)
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$11.7K (+$232)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$10.0K (+$198)
Filed 2026-10-07
Cullen T Bankers, Inc.
INCREASED
Shares218 from 150
Change+68 (+45%)
Value$9.6K (+$3.1K)
Filed 2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$6.6K (+$130)
Filed 2026-10-16
Transce3nd, LLC
NEW
Shares142
Change+142
Value$6.3K
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$6.2K (+$122)
Filed 2026-11-05
Evolution Wealth Management Inc.
NEW
Shares120
Change+120
Value$5.3K
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares116 from 115
Change+1 (+1%)
Value$5.1K (+$106)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares86 from 80
Change+6 (+8%)
Value$3.8K (+$333)
Filed 2026-10-30
AlphaCore Capital LLC
NEW
Shares76
Change+76
Value$3.3K
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares70 from 38
Change+32 (+84%)
Value$3.1K (+$1.4K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.9K (+$59)
Filed 2026-10-07
Capital Investment Advisory Services, LLC
DECREASED
Shares65 from 169
Change-104 (-62%)
Value$2.9K (-$4.4K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares62
Change+62
Value$2.7K
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares59
Change+59
Value$2.6K
Filed 2026-10-26
United Financial Planning Group LLC
NEW
Shares41
Change+41
Value$1.8K
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.6K (+$32)
Filed 2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.5K (+$29)
Filed 2026-10-09
Horizon Financial Services, LLC
NEW
Shares32
Change+32
Value$1.4K
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares20
Change+20
Value$880
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$792 (+$16)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares10
Change+10
Value$440
Filed 2026-10-09
Scarborough Advisors, LLC
CLOSED
Shares0 from 327,282
Change-327,282 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-16
Arwa LLC
CLOSED
Shares0 from 27,754
Change-27,754 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
StoneX Group Inc.
CLOSED
Shares0 from 14,089
Change-14,089 (-100%)
Value$0 (-$607.9K)
Filed 2026-11-03
World Equity Group, Inc.
CLOSED
Shares0 from 8,960
Change-8,960 (-100%)
Value$0 (-$386.3K)
Filed 2026-10-14
Kestra Investment Management, LLC
CLOSED
Shares0 from 8,316
Change-8,316 (-100%)
Value$0 (-$358.5K)
Filed 2026-11-04
Advisor OS, LLC
CLOSED
Shares0 from 7,071
Change-7,071 (-100%)
Value$0 (-$304.8K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 6,522
Change-6,522 (-100%)
Value$0 (-$281.2K)
Filed 2026-10-22
Madson Wealth Advisors Inc
CLOSED
Shares0 from 4,941
Change-4,941 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-13
Strategy Asset Managers LLC
CLOSED
Shares0 from 4,940
Change-4,940 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-14
Islay Capital Management, LLC
CLOSED
Shares0 from 4,297
Change-4,297 (-100%)
Value$0 (-$185.2K)
Filed 2026-10-20
Decker Retirement Planning Inc.
CLOSED
Shares0 from 767
Change-767 (-100%)
Value$0 (-$33.1K)
Filed 2026-10-19
Tucker Asset Management LLC
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$21.4K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-15
Pittenger & Anderson Inc
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-27
CX Institutional
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-02
Founders Capital Management
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$733)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 37,167,783
Change-37,167,783 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 17,008,019
Change-17,008,019 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,208,264
Change-8,208,264 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,236,600
Change-5,236,600 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,794,919
Change-4,794,919 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,705,278
Change-3,705,278 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,088,229
Change-3,088,229 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,040,944
Change-3,040,944 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,830,198
Change-2,830,198 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,630,587
Change-2,630,587 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,600,912
Change-2,600,912 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,367,879
Change-2,367,879 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,781,807
Change-1,781,807 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,711,316
Change-1,711,316 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,561,075
Change-1,561,075 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,541,826
Change-1,541,826 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,422,921
Change-1,422,921 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,157,164
Change-1,157,164 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 959,237
Change-959,237 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 851,774
Change-851,774 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 823,625
Change-823,625 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 747,703
Change-747,703 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 720,421
Change-720,421 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 642,030
Change-642,030 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 641,857
Change-641,857 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 583,385
Change-583,385 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 535,515
Change-535,515 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 523,858
Change-523,858 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 499,935
Change-499,935 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 492,941
Change-492,941 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 490,920
Change-490,920 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 470,283
Change-470,283 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 469,890
Change-469,890 (-100%)
Value—
EQ LLC
N/A
Shares— from 455,898
Change-455,898 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 443,334
Change-443,334 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 426,276
Change-426,276 (-100%)
Value—
&partners
N/A
Shares— from 360,825
Change-360,825 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 288,023
Change-288,023 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 283,349
Change-283,349 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 265,591
Change-265,591 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 262,956
Change-262,956 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 261,673
Change-261,673 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 235,003
Change-235,003 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 233,562
Change-233,562 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 228,895
Change-228,895 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 209,686
Change-209,686 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 190,240
Change-190,240 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 178,833
Change-178,833 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 174,949
Change-174,949 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 168,840
Change-168,840 (-100%)
Value—
UBS Group AG
N/A
Shares— from 166,472
Change-166,472 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 160,264
Change-160,264 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 152,902
Change-152,902 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 150,532
Change-150,532 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 148,532
Change-148,532 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 141,659
Change-141,659 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 137,517
Change-137,517 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 137,278
Change-137,278 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 136,861
Change-136,861 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 127,796
Change-127,796 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 125,029
Change-125,029 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 120,136
Change-120,136 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 120,093
Change-120,093 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 116,595
Change-116,595 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 113,339
Change-113,339 (-100%)
Value—
Invst, LLC
N/A
Shares— from 107,391
Change-107,391 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 107,324
Change-107,324 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 106,956
Change-106,956 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 104,574
Change-104,574 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 103,450
Change-103,450 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 103,245
Change-103,245 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 101,511
Change-101,511 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 99,681
Change-99,681 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 99,491
Change-99,491 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 98,200
Change-98,200 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 96,890
Change-96,890 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 91,829
Change-91,829 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 91,194
Change-91,194 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 90,908
Change-90,908 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 89,880
Change-89,880 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 89,036
Change-89,036 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 87,162
Change-87,162 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 80,674
Change-80,674 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 80,142
Change-80,142 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 76,562
Change-76,562 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 75,501
Change-75,501 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 74,395
Change-74,395 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 73,212
Change-73,212 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 70,879
Change-70,879 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 70,822
Change-70,822 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 70,071
Change-70,071 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 67,480
Change-67,480 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 64,633
Change-64,633 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,218
Change-63,218 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 62,837
Change-62,837 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 53,616
Change-53,616 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 52,416
Change-52,416 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 52,076
Change-52,076 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 51,802
Change-51,802 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 43,363
Change-43,363 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 43,236
Change-43,236 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 42,251
Change-42,251 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 41,927
Change-41,927 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 41,372
Change-41,372 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 41,285
Change-41,285 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 38,600
Change-38,600 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 38,152
Change-38,152 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 37,890
Change-37,890 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 37,639
Change-37,639 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 36,685
Change-36,685 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 36,630
Change-36,630 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 36,409
Change-36,409 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 35,531
Change-35,531 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 34,041
Change-34,041 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 33,773
Change-33,773 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,064
Change-33,064 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 31,749
Change-31,749 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 31,708
Change-31,708 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 31,549
Change-31,549 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 30,558
Change-30,558 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 29,073
Change-29,073 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 29,056
Change-29,056 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 28,087
Change-28,087 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 27,881
Change-27,881 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 27,453
Change-27,453 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,794
Change-26,794 (-100%)
Value—
EFG International AG
N/A
Shares— from 26,733
Change-26,733 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 26,427
Change-26,427 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 26,355
Change-26,355 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,053
Change-26,053 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 25,945
Change-25,945 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,470
Change-25,470 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 25,276
Change-25,276 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 24,360
Change-24,360 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 23,673
Change-23,673 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 22,996
Change-22,996 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 21,853
Change-21,853 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,109
Change-20,109 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,483
Change-19,483 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 19,451
Change-19,451 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 19,429
Change-19,429 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,311
Change-19,311 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 19,099
Change-19,099 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 18,876
Change-18,876 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,950
Change-17,950 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 17,874
Change-17,874 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,322
Change-17,322 (-100%)
Value—
EWA, LLC
N/A
Shares— from 17,069
Change-17,069 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 15,770
Change-15,770 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 15,696
Change-15,696 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 14,710
Change-14,710 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 14,422
Change-14,422 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,838
Change-13,838 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,345
Change-13,345 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,703
Change-12,703 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,735
Change-11,735 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,723
Change-11,723 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,914
Change-10,914 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 9,899
Change-9,899 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,333
Change-9,333 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 9,067
Change-9,067 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,217
Change-6,217 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 895
Change-895 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 876
Change-876 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 545
Change-545 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 486
Change-486 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 290
Change-290 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 210
Change-210 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED3,500,5853,406,641+93,944+3%$146.9M$154.0M+$7.1M2026-10-26
Sofi Wealth, LLC
INCREASED2,446,0512,412,030+34,021+1%$104.0M$107.6M+$3.6M2026-10-27
Bank of New York Mellon Corp
INCREASED1,793,3381,679,335+114,003+7%$72.4M$78.9M+$6.5M2026-11-05
JB Capital LLC
INCREASED1,195,6741,183,232+12,442+1%$51.0M$52.6M+$1.6M2026-10-19
Commonwealth Equity Services, LLC
DECREASED1,083,7721,410,555-326,783-23%$60.8M$47.7M-$13.1M2026-11-02
Vise Technologies, Inc.
INCREASED855,496662,531+192,965+29%$28.6M$37.6M+$9.1M2026-10-29
Thrivent Financial for Lutherans
DECREASED817,465833,460-15,995-2%$35.9M$36.1M+$190.0K2026-11-05
Goldstein Advisors, LLC
INCREASED687,739665,525+22,214+3%$28.7M$30.2M+$1.6M2026-10-15
Ascent Group, LLC
INCREASED592,529582,808+9,721+2%$25.1M$26.1M+$934.5K2026-10-30
Kestra Advisory Services, LLC
INCREASED581,284505,404+75,880+15%$21.8M$25.6M+$3.8M2026-11-02
Atria Investments, Inc
INCREASED512,524503,643+8,881+2%$21.7M$22.5M+$828.7K2026-10-15
Triad Wealth Partners, LLC
INCREASED477,393438,771+38,622+9%$19.0M$21.0M+$2.0M2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED474,938445,384+29,554+7%$19.2M$20.9M+$1.7M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED453,836428,248+25,588+6%$18.5M$20.0M+$1.5M2026-11-02
Truist Financial Corp
INCREASED428,232407,476+20,756+5%$17.6M$18.8M+$1.3M2026-10-30
West Wealth Group, LLC
INCREASED389,756373,988+15,768+4%$16.1M$17.1M+$1.0M2026-10-14
Sharkey, Howes & Javer
INCREASED375,255372,847+2,408+1%$16.1M$16.5M+$430.3K2026-10-22
MGO One Seven LLC
INCREASED350,059348,109+1,950+1%$15.0M$15.4M+$388.6K2026-10-28
Trek Financial, LLC
INCREASED339,474194,558+144,916+74%$8.4M$14.9M+$6.5M2026-10-29
Perigon Wealth Management, LLC
INCREASED320,507287,247+33,260+12%$12.4M$14.1M+$1.7M2026-10-22
McKinley Carter Wealth Services, Inc.
INCREASED317,057314,636+2,421+1%$13.6M$13.9M+$380.2K2026-10-16
Stone House Investment Management, LLC
INCREASED290,738280,833+9,905+4%$12.1M$12.8M+$680.0K2026-10-23
Farther Finance Advisors, LLC
DECREASED282,051282,158-1070%$12.2M$12.4M+$242.8K2026-10-08
Security Financial Services, Inc.
INCREASED267,934266,440+1,494+1%$11.5M$11.8M+$297.5K2026-10-29
Horst & Graben Wealth Management LLC
INCREASED266,571261,595+4,976+2%$11.2M$11.7M+$537.7K2026-11-02
Shepherd Financial Partners LLC
INCREASED249,119244,960+4,159+2%$10.6M$11.0M+$396.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED246,284148,060+98,224+66%$6.4M$11.0M+$4.6M2026-10-13
Diversify Advisory Services, LLC
INCREASED236,664158,939+77,725+49%$6.7M$10.4M+$3.8M2026-10-20
Diversify Wealth Management, LLC
INCREASED236,664158,939+77,725+49%$6.7M$10.4M+$3.8M2026-10-20
KWB Wealth
INCREASED234,499227,816+6,683+3%$9.8M$10.3M+$492.1K2026-10-16
Kelly Financial Services LLC
INCREASED230,609227,677+2,932+1%$9.8M$10.1M+$327.0K2026-10-20
CFS Investment Advisory Services, LLC
DECREASED229,795240,273-10,478-4%$10.2M$10.3M+$77.2K2026-10-19
SteelPeak Wealth, LLC
INCREASED224,281224,059+222+0%$9.7M$9.9M+$204.7K2026-10-16
Embree Financial Group
DECREASED216,026245,975-29,949-12%$10.6M$9.5M-$1.1M2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED214,065198,612+15,453+8%$8.6M$9.4M+$847.1K2026-10-13
Strategic Blueprint, LLC
DECREASED213,902218,310-4,408-2%$9.4M$9.4M-$3.9K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED206,710201,376+5,334+3%$8.7M$9.1M+$409.8K2026-10-20
Integrity Alliance, Llc.
INCREASED205,730198,520+7,210+4%$8.6M$9.0M+$489.8K2026-10-29
Cypress Wealth Services, LLC
INCREASED176,831174,175+2,656+2%$7.5M$7.9M+$434.6K2026-10-21
Golden State Wealth Management, LLC
INCREASED176,044161,956+14,088+9%$7.0M$7.7M+$760.5K2026-11-02
Beacon Financial Group
INCREASED173,639169,820+3,819+2%$7.3M$7.6M+$315.7K2026-10-19
Plancorp, LLC
INCREASED173,496139,457+34,039+24%$6.0M$7.5M+$1.5M2026-11-03
15 Wealth Advisors LLC
NEW173,471—+173,471——$7.6M—2026-10-14
Sovran Advisors, LLC
INCREASED169,268162,061+7,207+4%$6.8M$7.4M+$634.7K2026-11-02
Swmg, LLC
INCREASED164,245158,534+5,711+4%$6.8M$7.2M+$346.1K2026-10-23
ShoreHaven Wealth Partners, LLC
INCREASED163,469157,950+5,519+3%$6.8M$7.2M+$380.2K2026-10-16
Claro Advisors Inc.
INCREASED161,412156,963+4,449+3%$6.8M$7.1M+$332.2K2026-11-02
Able Wealth Management LLC
INCREASED153,923136,387+17,536+13%$5.9M$6.9M+$996.6K2026-10-13
Assetmark, Inc
INCREASED153,674146,242+7,432+5%$6.3M$6.8M+$454.1K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED152,771136,801+15,970+12%$5.9M$6.7M+$821.3K2026-10-16
One Advisory Partners, LLC
INCREASED150,905148,892+2,013+1%$6.4M$6.6M+$218.1K2026-10-22
Midwest Capital Advisors, LLC
INCREASED149,487149,446+41+0%$6.4M$6.6M+$131.8K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED145,317142,522+2,795+2%$6.1M$6.4M+$246.9K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED144,049215,388-71,339-33%$9.3M$6.3M-$3.0M2026-10-30
Archer Investment Management, LLC
INCREASED138,964131,207+7,757+6%$5.7M$6.1M+$455.3K2026-10-13
Brookstone Capital Management
DECREASED138,622149,815-11,193-7%$6.5M$6.1M-$361.9K2026-10-22
Beacon Capital Management, LLC
INCREASED138,38798,838+39,549+40%$4.3M$6.1M+$1.8M2026-10-23
TSA Wealth Managment LLC
DECREASED132,364135,262-2,898-2%$5.8M$5.8M-$9.8K2026-10-22
Parallel Advisors, LLC
INCREASED129,36861,125+68,243+112%$2.6M$5.7M+$3.1M2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED126,473123,825+2,648+2%$5.3M$5.6M+$224.2K2026-11-04
Apollon Wealth Management, LLC
DECREASED122,675146,950-24,275-17%$6.3M$5.4M-$939.7K2026-10-23
Citigroup Inc
INCREASED117,74069,617+48,123+69%$3.0M$5.2M+$2.2M2026-11-04
Gen-Wealth Partners Inc
INCREASED113,246108,320+4,926+5%$4.7M$5.0M+$310.9K2026-11-04
Simplicity Wealth,LLC
INCREASED110,62062,512+48,108+77%$2.7M$4.9M+$2.2M2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED107,464106,391+1,073+1%$4.6M$4.7M+$139.8K2026-11-03
Ehrlich Financial Group
INCREASED106,911106,706+205+0%$4.6M$4.7M+$101.9K2026-10-20
LiftPoint Family Wealth Advisors LLC
DECREASED105,958113,214-7,256-6%$4.9M$4.7M-$220.6K2026-11-03
Blue Trust, Inc.
DECREASED105,794108,932-3,138-3%$4.7M$4.7M-$43.2K2026-10-15
Independent Financial Group, LLC
INCREASED99,99293,394+6,598+7%$4.0M$4.4M+$371.4K2026-10-13
Skyline Advisors, Inc.
DECREASED98,30498,862-558-1%$4.3M$4.3M+$61.5K2026-11-03
Schwallier Wealth Management LLC
INCREASED98,23295,633+2,599+3%$4.1M$4.3M+$197.5K2026-11-05
Buttonwood Financial Group, LLC
DECREASED95,175107,855-12,680-12%$4.6M$4.3M-$374.4K2026-10-16
Focus Financial Network, Inc.
INCREASED92,05691,526+530+1%$3.9M$4.0M+$102.9K2026-10-14
Polaris Investment Advisors, LLC
INCREASED84,50883,360+1,148+1%$3.6M$3.7M+$123.0K2026-10-20
A4 Wealth Advisors LLC
INCREASED83,18279,571+3,611+5%$3.4M$3.7M+$228.0K2026-10-20
Hobbs Wealth Management, LLC
INCREASED82,28480,165+2,119+3%$3.5M$3.6M+$163.0K2026-10-20
Town Capital LLC
INCREASED81,62378,249+3,374+4%$3.4M$3.6M+$216.5K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED81,52979,361+2,168+3%$3.4M$3.6M+$164.4K2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED81,17781,257-800%$3.5M$3.6M+$67.2K2026-11-03
Endeavor Private Wealth, Inc.
INCREASED80,92578,351+2,574+3%$3.4M$3.6M+$181.4K2026-11-05
Wetzel Investment Advisors, Inc.
INCREASED80,26578,792+1,473+2%$3.4M$3.5M+$133.3K2026-10-13
Apeiron RIA LLC
DECREASED79,18891,795-12,607-14%$4.0M$3.5M-$463.5K2026-10-08
Private Client Services, LLC
INCREASED77,84018,711+59,129+316%$806.6K$3.4M+$2.6M2026-10-02
SigFig Wealth Management, LLC
INCREASED77,39674,868+2,528+3%$3.2M$3.4M+$213.0K2026-10-07
Cobblestone Asset Management LLC
INCREASED77,19776,018+1,179+2%$3.3M$3.4M+$118.0K2026-10-13
VestGen Advisors, LLC
DECREASED77,09478,106-1,012-1%$3.4M$3.4M+$23.5K2026-10-27
Newport Capital Group, LLC
NEW76,019—+76,019——$3.3M—2026-10-16
IFP Advisors, Inc
INCREASED75,41169,082+6,329+9%$3.0M$3.3M+$338.5K2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED73,06071,680+1,380+2%$3.1M$3.2M+$123.1K2026-10-19
Firethorn Wealth Partners, LLC
INCREASED72,93772,837+100+0%$3.1M$3.2M+$67.7K2026-10-14
GW Henssler & Associates LTD
INCREASED72,79170,374+2,417+3%$3.0M$3.2M+$167.5K2026-10-26
CoreCap Advisors, LLC
INCREASED72,49268,107+4,385+6%$2.9M$3.2M+$252.1K2026-10-08
One Wealth Capital Management, LLC
DECREASED70,73786,042-15,305-18%$3.7M$3.1M-$598.3K2026-10-23
Advus Financial Partners, LLC
INCREASED69,81268,634+1,178+2%$3.0M$3.1M+$111.5K2026-10-20
Pinion Investment Advisors, LLC
INCREASED69,27564,037+5,238+8%$2.8M$3.0M+$286.1K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED68,97664,214+4,762+7%$2.8M$3.0M+$265.3K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED66,44970,888-4,439-6%$3.1M$2.9M-$133.5K2026-11-05
Cornerstone Planning Group LLC
INCREASED65,84064,951+889+1%$2.8M$2.9M+$171.0K2026-10-16
Integrated Advisors Network LLC
INCREASED65,76157,820+7,941+14%$2.5M$2.9M+$399.5K2026-10-20
Core Wealth Advisors, LLC
DECREASED65,63966,483-844-1%$2.9M$2.9M+$20.7K2026-11-05
Balefire, LLC
INCREASED64,28142,120+22,161+53%$1.8M$2.8M+$1.0M2026-10-09
PFG Advisors
INCREASED63,38460,324+3,060+5%$2.6M$2.8M+$187.0K2026-10-16
Lantz Financial LLC
DECREASED62,83364,555-1,722-3%$2.8M$2.8M-$19.6K2026-10-15
Forte Asset Management LLC
INCREASED62,77252,272+10,500+20%$2.3M$2.8M+$507.3K2026-10-13
May Hill Capital, LLC
INCREASED62,04158,237+3,804+7%$2.5M$2.7M+$218.0K2026-11-03
Spectrum Planning & Advisory Services Inc.
INCREASED62,03961,315+724+1%$2.6M$2.7M+$85.2K2026-11-05
Braun-Bostich & Associates Inc.
DECREASED62,00463,603-1,599-3%$2.7M$2.7M-$15.0K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED60,52961,373-844-1%$2.6M$2.7M+$16.3K2026-10-14
Maia Wealth LLC
DECREASED59,97386,429-26,456-31%$3.7M$2.6M-$1.1M2026-10-19
SWP Financial LLC
DECREASED58,97459,877-903-2%$2.6M$2.6M+$12.4K2026-10-23
Tempus Wealth Planning, LLC
INCREASED57,58029,687+27,893+94%$1.3M$2.5M+$1.3M2026-10-14
Scissortail Wealth Management, LLC
INCREASED56,75855,838+920+2%$2.4M$2.5M+$89.0K2026-11-03
Csenge Advisory Group
INCREASED56,61154,953+1,658+3%$2.4M$2.5M+$120.7K2026-11-04
Retirement Wealth Solutions LLC
INCREASED56,20845,112+11,096+25%$1.9M$2.5M+$527.3K2026-10-07
Bedminster, LLC
INCREASED54,72154,247+474+1%$2.3M$2.4M+$68.0K2026-11-04
Verus Capital Partners, LLC
DECREASED54,41754,963-546-1%$2.4M$2.4M+$23.8K2026-11-03
Ascentis Independent Advisors
NEW53,262—+53,262——$2.3M—2026-11-03
Asset One Wealth Management LLC
NEW52,440—+52,440——$2.3M—2026-11-02
Absolute Capital Management, LLC
INCREASED51,91346,214+5,699+12%$2.0M$2.3M+$290.9K2026-10-16
RFG Advisory, LLC
INCREASED51,01336,324+14,689+40%$1.6M$2.2M+$677.6K2026-11-03
B.O.S.S. Retirement Advisors, LLC
INCREASED50,79249,806+986+2%$2.1M$2.2M+$86.7K2026-10-26
Centurion Wealth Management LLC
DECREASED50,13365,234-15,101-23%$2.8M$2.2M-$607.4K2026-10-13
Ashton Thomas Securities, LLC
DECREASED49,87251,181-1,309-3%$2.2M$2.2M-$11.4K2026-10-26
Smart Wealth LLC
INCREASED46,56738,575+7,992+21%$1.7M$2.0M+$385.1K2026-11-04
Hoxton Planning & Management, LLC
INCREASED46,08842,508+3,580+8%$1.8M$2.0M+$194.4K2026-10-15
FFG Retirement Advisors LLC
DECREASED45,13672,807-27,671-38%$3.1M$2.0M-$1.2M2026-10-20
Rose Capital Advisors LLC
NEW45,038—+45,038——$2.0M—2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED42,10140,850+1,251+3%$1.8M$1.9M+$90.6K2026-10-20
United Advisor Group, LLC
INCREASED42,03640,033+2,003+5%$1.7M$1.8M+$122.9K2026-11-03
Arcadia Wealth Management, LLC
INCREASED40,75718,460+22,297+121%$795.8K$1.8M+$996.7K2026-10-22
Milestone Asset Management, LLC
DECREASED38,58456,002-17,418-31%$2.4M$1.7M-$717.3K2026-10-15
Commonwealth Retirement Investments LLC
DECREASED38,56954,861-16,292-30%$2.4M$1.7M-$668.8K2026-10-26
Spire Wealth Management
DECREASED38,13538,817-682-2%$1.7M$1.7M+$3.8K2026-10-30
Legacy Advisory Services, LLC
NEW37,657—+37,657——$1.7M—2026-10-20
Mather Group, Llc.
INCREASED37,61834,092+3,526+10%$1.5M$1.7M+$184.8K2026-10-14
Zenith Solutions, Inc.
INCREASED37,00736,117+890+2%$1.6M$1.6M+$70.5K2026-10-19
XY Planning Network, Inc.
INCREASED34,87430,644+4,230+14%$1.3M$1.5M+$212.7K2026-10-14
WealthPoint Financial, LLC
DECREASED34,27634,733-457-1%$1.5M$1.5M+$10.1K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED32,37226,654+5,718+21%$1.1M$1.4M+$274.7K2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED31,84130,841+1,000+3%$1.3M$1.4M+$70.8K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED28,03825,430+2,608+10%$1.1M$1.2M+$149.3K2026-10-13
BCU Wealth Advisors, LLC
DECREASED26,89927,017-1180%$1.2M$1.2M+$18.3K2026-10-16
WealthPLAN Partners, LLC
INCREASED25,42525,291+134+1%$1.1M$1.1M+$27.9K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED25,06742,272-17,205-41%$1.8M$1.1M-$719.9K2026-10-26
Asempa Wealth Advisors
INCREASED25,01624,557+459+2%$1.1M$1.1M+$45.1K2026-10-07
Clear Creek Financial Management, LLC
INCREASED24,26821,720+2,548+12%$936.3K$1.1M+$130.9K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED23,46523,238+227+1%$1.0M$1.0M+$30.2K2026-10-13
MKT Advisors LLC
DECREASED22,80123,333-532-2%$995.8K$1.0M+$19.5K2026-10-20
Omni 360 Wealth, Inc.
DECREASED22,76022,997-237-1%$991.4K$1.0M+$9.6K2026-10-13
J.M. Arbour, LLC
DECREASED22,63722,982-345-1%$990.8K$995.6K+$4.8K2026-11-05
Wavvest Wealth LLC
NEW22,473—+22,473——$988.4K—2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED22,24022,735-495-2%$980.1K$978.1K-$2.0K2026-10-27
Interchange Capital Partners, LLC
DECREASED22,23322,732-499-2%$980.0K$975.0K-$5.0K2026-10-28
Two West Capital Advisors LLC
INCREASED22,11320,490+1,623+8%$865.1K$974.1K+$109.0K2026-10-15
First Heartland Consultants, Inc.
DECREASED21,78722,104-317-1%$952.9K$958.2K+$5.3K2026-10-08
Cassilly Financial Group LLC
INCREASED21,23620,650+586+3%$890.2K$933.9K+$43.7K2026-10-07
JFS Wealth Advisors, LLC
DECREASED21,19221,532-340-2%$928.3K$932.0K+$3.8K2026-11-03
FWG Investments, Llc.
INCREASED21,14015,708+5,432+35%$677.2K$929.7K+$252.6K2026-11-03
Lantern Wealth Advisors, LLC
INCREASED20,87520,028+847+4%$863.4K$918.1K+$54.7K2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED20,82820,472+356+2%$882.5K$916.0K+$33.5K2026-11-03
M Holdings Securities, Inc.
DECREASED19,99920,543-544-3%$876$865-$112026-11-03
Sutton Place Investors LLC
INCREASED19,97919,780+199+1%$852.7K$878.7K+$26.0K2026-10-20
Avior Wealth Management, LLC
DECREASED19,89820,144-246-1%$868.4K$875.1K+$6.7K2026-10-13
Rossby Financial, LCC
INCREASED19,712646+19,066+2951%$27.9K$866.9K+$839.1K2026-11-05
Sanchez Gaunt Capital Management, LLC
DECREASED18,75218,781-290%$809.7K$824.7K+$15.1K2026-11-03
Compound Planning, Inc.
DECREASED18,52422,417-3,893-17%$966.4K$814.7K-$151.7K2026-11-05
Raleigh Capital Management Inc.
INCREASED18,42116,782+1,639+10%$723.5K$810.2K+$86.7K2026-10-28
Fifth Third Bancorp
DECREASED18,34723,799-5,452-23%$1.0M$806.9K-$219.1K2026-11-05
Northland Securities, Inc.
DECREASED18,33318,635-302-2%$803.4K$806.3K+$2.9K2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED17,71613,789+3,927+28%$594.4K$779.2K+$184.7K2026-10-28
Beacon Financial Advisory LLC
DECREASED17,62718,046-419-2%$778.0K$775.2K-$2.7K2026-10-16
PCG Asset Management, LLC
NEW17,454—+17,454——$767.6K—2026-11-05
Lloyd Advisory Services, Llc.
INCREASED16,93412,136+4,798+40%$523.2K$744.8K+$221.6K2026-11-02
Accelerate Investment Advisors LLC
INCREASED16,85014,152+2,698+19%$610.1K$741.1K+$131.0K2026-11-02
Alterna Wealth Management, Inc
INCREASED16,59315,037+1,556+10%$648.3K$729.7K+$81.5K2026-10-27
Sigma Planning Corp
DECREASED16,49718,199-1,702-9%$784.5K$725.5K-$59.0K2026-10-23
W Advisors, LLC
INCREASED16,41715,788+629+4%$680.6K$722.0K+$41.4K2026-11-02
Optivise Advisory Services LLC
DECREASED15,77816,554-776-5%$713.7K$693.9K-$19.7K2026-10-19
Integrated Wealth Management
INCREASED15,63615,199+437+3%$655.2K$687.7K+$32.5K2026-10-19
SAX Wealth Advisors, LLC
INCREASED15,1396,295+8,844+140%$228.0K$665.8K+$437.8K2026-10-13
Latitude Advisors, LLC
INCREASED15,10212,606+2,496+20%$543.4K$664.2K+$120.7K2026-10-27
Stackstone Wealth, LLC
NEW15,045—+15,045——$661.7K—2026-10-19
Private Trust Co NA
DECREASED14,76718,099-3,332-18%$780.2K$649.5K-$130.8K2026-10-20
BAM Wealth Management, LLC
INCREASED14,6046,897+7,707+112%$297.3K$642.3K+$345.0K2026-10-15
Wedbush Securities Inc
DECREASED14,39014,420-300%$622.0K$633.0K+$11.0K2026-10-22
BridgePort Financial Solutions, LLC
DECREASED14,31615,245-929-6%$657.2K$629.6K-$27.6K2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED14,23434,346-20,112-59%$1.5M$626.0K-$854.6K2026-10-08
Creative Financial Designs Inc
DECREASED14,03220,024-5,992-30%$863.2K$617.1K-$246.1K2026-11-04
Key Capital Management, Inc
INCREASED13,55810,166+3,392+33%$438.3K$596.3K+$158.0K2026-11-03
Signal Advisors Wealth, LLC
DECREASED13,02014,017-997-7%$604.3K$572.6K-$31.7K2026-10-13
RDA Financial Network
DECREASED12,96913,374-405-3%$576.6K$570.4K-$6.2K2026-10-15
Avantra Family Wealth, Inc.
INCREASED12,54412,503+41+0%$539.0K$551.7K+$12.7K2026-10-20
Semus Wealth Partners LLC
INCREASED12,35411,165+1,189+11%$481.3K$543.3K+$62.0K2026-10-22
Aspire Private Capital, LLC
INCREASED11,80611,794+12+0%$508.4K$519.2K+$10.8K2026-11-05
Davenport & Co LLC
INCREASED11,31110,946+365+3%$471.9K$497.5K+$25.6K2026-10-14
LifeSteps Financial, Inc.
INCREASED11,0891,286+9,803+762%$55.4K$487.7K+$432.3K2026-10-15
Legacy Wealth Partners, LLC
INCREASED10,68010,236+444+4%$441.3K$469.7K+$28.4K2026-10-15
Parkway Wealth Management Group, LLC
INCREASED10,6317,730+2,901+38%$333.2K$467.6K+$134.3K2026-10-20
Signature Equity Partners, LLC
INCREASED10,523503+10,020+1992%$21.7K$462.8K+$441.1K2026-10-29
MSH Capital Advisors LLC
INCREASED10,49510,390+105+1%$447.9K$461.6K+$13.7K2026-11-03
Fifth Third Wealth Advisors LLC
NEW10,486—+10,486——$461.2K—2026-10-22
Aegis Wealth Management, Inc.
INCREASED10,2237,854+2,369+30%$338.6K$449.6K+$111.0K2026-10-26
MN Wealth Advisors, LLC
DECREASED10,02510,656-631-6%$459.4K$440.9K-$18.5K2026-10-23
Carmel Capital Partners, LLC
NEW9,981—+9,981——$439.0K—2026-11-03
Creative Planning
INCREASED9,6668,917+749+8%$384.4K$425.1K+$40.7K2026-11-02
LexAurum Advisors, LLC
INCREASED9,4859,479+6+0%$408.6K$417.2K+$8.5K2026-10-19
Mainstream Capital Management LLC
NEW9,352—+9,352——$411.3K—2026-10-23
Cooper Financial Group
DECREASED9,0959,401-306-3%$405.3K$400.0K-$5.3K2026-10-07
Sowell Financial Services LLC
DECREASED9,06211,238-2,176-19%$484.5K$398.6K-$85.9K2026-10-23
Cape Investment Advisory, Inc.
INCREASED8,4496,390+2,059+32%$275.5K$371.6K+$96.1K2026-10-13
RCS Financial Planning, LLC
DECREASED8,2978,957-660-7%$386.1K$364.9K-$21.2K2026-10-14
Sound Income Strategies, LLC
DECREASED8,20516,287-8,082-50%$702.2K$365.4K-$336.8K2026-10-09
Castleview Partners, LLC
INCREASED8,1077,156+951+13%$308.5K$356.6K+$48.1K2026-10-09
ASL Financial, LLC
INCREASED7,9724,950+3,022+61%$213.4K$350.6K+$137.2K2026-10-15
Hutchens & Kramer Investment Management Group, LLC
DECREASED7,5367,593-57-1%$327.3K$331.4K+$4.1K2026-10-16
US Bancorp \de\
DECREASED7,47216,995-9,523-56%$732.7K$328.6K-$404.0K2026-11-05
Novem Group
INCREASED7,3666,082+1,284+21%$262.2K$324.0K+$61.7K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED7,2776,759+518+8%$291.4K$320.0K+$28.7K2026-10-23
Oregon Pacific Wealth Management, LLC
INCREASED7,2646,911+353+5%$297.9K$319.5K+$21.5K2026-10-20
Lockerman Financial Group, Inc.
INCREASED6,9676,279+688+11%$270.7K$306.4K+$35.7K2026-10-19
Elevated Capital Advisors, LLC
DECREASED6,9498,644-1,695-20%$372.7K$305.6K-$67.0K2026-11-04
Blue Capital, Inc.
DECREASED6,7526,895-143-2%$297.2K$296.9K-$3082026-10-13
Fulcrum Equity Management
INCREASED6,7175,927+790+13%$255.5K$295.4K+$39.9K2026-10-21
PUREfi Wealth, LLC
DECREASED5,9016,054-153-3%$261.0K$259.5K-$1.5K2026-10-19
Richmond Investment Services, LLC
INCREASED5,8155,754+61+1%$248.0K$255.7K+$7.7K2026-10-29
Midwest Financial Network, LLC
INCREASED5,7754,957+818+17%$213.7K$254.0K+$40.3K2026-10-13
Patton Albertson Miller Group, LLC
DECREASED5,7279,891-4,164-42%$426.4K$251.9K-$174.5K2026-10-26
Uptick Partners, LLC
DECREASED5,6116,444-833-13%$277.8K$246.8K-$31.0K2026-11-04
SeaCrest Wealth Management, LLC
INCREASED5,6045,502+102+2%$237.2K$246.5K+$9.3K2026-10-21
Apollon Financial, LLC
INCREASED5,6004,900+700+14%$211.2K$246.3K+$35.0K2026-10-23
Advisory Solutions Group, LLC
DECREASED5,5249,393-3,869-41%$404.9K$243.0K-$162.0K2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW5,483—+5,483——$241.1K—2026-10-27
Krilogy Financial LLC
NEW5,434—+5,434——$242.9K—2026-10-13
Stirlingshire Investments, Inc.
INCREASED5,3924,903+489+10%$211.4K$237.2K+$25.8K2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED5,3685,254+114+2%$226.5K$236.1K+$9.6K2026-10-16
Quartz Partners, LLC
INCREASED5,3615,187+174+3%$223.6K$235.8K+$12.1K2026-11-03
Spinnaker Investment Group, LLC
DECREASED5,3365,918-582-10%$255.1K$234.7K-$20.5K2026-10-13
Bison Wealth, LLC
DECREASED5,2775,473-196-4%$235.1K$235.9K+$8232026-10-13
EverSource Wealth Advisors, LLC
INCREASED5,2635,007+256+5%$215.9K$231.5K+$15.6K2026-11-04
Entrewealth, LLC
UNCHANGED5,0965,09600%$224.2K$224.1K-$512026-10-14
Beacon Financial Planning, Inc
INCREASED5,0675,062+5+0%$218.2K$222.8K+$4.6K2026-11-04
Herbst Group, LLC
UNCHANGED5,0005,00000%$215.6K$219.9K+$4.4K2026-10-20
Elevation Wealth Management LLC
INCREASED4,9654,925+40+1%$212.3K$218.4K+$6.0K2026-11-02
PKS Advisory Services, LLC
UNCHANGED4,9014,90100%$211.4K$211.4K$02026-10-26
Symphony Financial, Ltd. Co.
NEW4,790—+4,790——$211.8K—2026-10-22
LongView Wealth Management
DECREASED4,7695,020-251-5%$216.4K$209.8K-$6.6K2026-10-19
Stewardship Advisors, LLC
NEW4,755—+4,755——$209.1K—2026-10-20
Kingdom Financial Group Llc.
INCREASED3,8482,651+1,197+45%$114.3K$169.2K+$54.9K2026-11-04
Mosley Wealth Management
DECREASED3,6324,167-535-13%$179.6K$160.3K-$19.3K2026-10-16
Team Financial Group, LLC
NEW2,881—+2,881——$126.7K—2026-10-30
Heritage Family Offices, LLP
NEW2,556—+2,556——$112.4K—2026-11-02
Reap Financial Group, LLC
UNCHANGED2,4622,46200%$106.1K$108.3K+$2.1K2026-11-02
Wells Financial Advisors Inc
DECREASED2,2502,348-98-4%$101.2K$99.0K-$2.3K2026-11-02
Prudent Man Investment Management, Inc.
NEW2,052—+2,052——$90.2K—2026-11-03
Montgomery Financial Services LLC
INCREASED1,539415+1,124+271%$17.9K$67.7K+$49.8K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED1,2721,109+163+15%$47.8K$55.9K+$8.1K2026-11-02
Jnba Financial Advisors
NEW1,251—+1,251——$55.0K—2026-11-03
Lanark Financial, Inc.
INCREASED1,158963+195+20%$41.5K$50.9K+$9.4K2026-10-26
Clark Wealth Partners
UNCHANGED86586500%$37.3K$38.0K+$7522026-10-19
Advocate Investing Services LLC
INCREASED851819+32+4%$35.3K$37.4K+$2.1K2026-10-26
UMB Private Wealth Management, LLC
NEW840—+840——$36.9K—2026-10-19
Tsfg, LLC
DECREASED799167,713-166,914-100%$7.2M$35.0K-$7.2M2026-10-23
Silver Grove Financial Group, Inc.
INCREASED758708+50+7%$30.5K$33.3K+$2.8K2026-11-05
Yankcom Partnership
NEW394—+394——$17.3K—2026-10-15
Harbor Investment Advisory, LLC
DECREASED394487-93-19%$21.0K$17.3K-$3.7K2026-10-13
Abound Wealth Management
NEW387—+387——$17.0K—2026-10-26
NBH Bank
UNCHANGED37937900%$16.3K$16.7K+$3292026-11-05
Central Trust Co
DECREASED370401-31-8%$17.3K$16.3K-$1.0K2026-11-05
Beacon Investment Advisory Services, Inc.
NEW347—+347——$15.3K—2026-10-13
Armor Investment Advisors, LLC
UNCHANGED32232200%$13.9K$14.2K+$2812026-10-27
Essential Partners LLC
NEW303—+303——$13.3K—2026-10-14
Asset Dedication, LLC
UNCHANGED30330300%$13.0K$13.3K+$2632026-11-03
NorthAvenue LLC
UNCHANGED30330300%$13.0K$13.3K+$2632026-10-29
Nemes Rush Group LLC
UNCHANGED26626600%$11.5K$11.7K+$2322026-11-04
Investors Research Corp
UNCHANGED22822800%$9.8K$10.0K+$1982026-10-07
Cullen T Bankers, Inc.
INCREASED218150+68+45%$6.5K$9.6K+$3.1K2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED14914900%$6.4K$6.6K+$1302026-10-16
Transce3nd, LLC
NEW142—+142——$6.3K—2026-10-26
Larson Financial Group LLC
UNCHANGED14114100%$6.1K$6.2K+$1222026-11-05
Evolution Wealth Management Inc.
NEW120—+120——$5.3K—2026-10-28
Networth Advisors, LLC
INCREASED116115+1+1%$5.0K$5.1K+$1062026-11-03
Compass Financial Management LLC
INCREASED8680+6+8%$3.4K$3.8K+$3332026-10-30
AlphaCore Capital LLC
NEW76—+76——$3.3K—2026-11-04
Archer Investment Corp
INCREASED7038+32+84%$1.6K$3.1K+$1.4K2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED676700%$2.9K$2.9K+$592026-10-07
Capital Investment Advisory Services, LLC
DECREASED65169-104-62%$7.3K$2.9K-$4.4K2026-10-30
Nova Financial LLC
NEW62—+62——$2.7K—2026-11-04
SJS Investment Consulting Inc.
NEW59—+59——$2.6K—2026-10-26
United Financial Planning Group LLC
NEW41—+41——$1.8K—2026-11-04
Register Financial Advisors LLC
UNCHANGED373700%$1.6K$1.6K+$322026-10-23
Gilpin Wealth Management, LLC
UNCHANGED333300%$1.4K$1.5K+$292026-10-09
Horizon Financial Services, LLC
NEW32—+32——$1.4K—2026-11-04
Lynch Investment Planning, LLC
NEW20—+20——$880—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED181800%$776$792+$162026-10-27
GK Wealth Management LLC
NEW10—+10——$440—2026-10-09
Scarborough Advisors, LLC
CLOSED0327,282-327,282-100%$14.0M$0-$14.0M2026-10-16
Arwa LLC
CLOSED027,754-27,754-100%$1.2M$0-$1.2M2026-10-21
StoneX Group Inc.
CLOSED014,089-14,089-100%$607.9K$0-$607.9K2026-11-03
World Equity Group, Inc.
CLOSED08,960-8,960-100%$386.3K$0-$386.3K2026-10-14
Kestra Investment Management, LLC
CLOSED08,316-8,316-100%$358.5K$0-$358.5K2026-11-04
Advisor OS, LLC
CLOSED07,071-7,071-100%$304.8K$0-$304.8K2026-11-03
Atlatl Advisers LLC
CLOSED06,522-6,522-100%$281.2K$0-$281.2K2026-10-22
Madson Wealth Advisors Inc
CLOSED04,941-4,941-100%$213.0K$0-$213.0K2026-10-13
Strategy Asset Managers LLC
CLOSED04,940-4,940-100%$213.0K$0-$213.0K2026-10-14
Islay Capital Management, LLC
CLOSED04,297-4,297-100%$185.2K$0-$185.2K2026-10-20
Decker Retirement Planning Inc.
CLOSED0767-767-100%$33.1K$0-$33.1K2026-10-19
Tucker Asset Management LLC
CLOSED0497-497-100%$21.4K$0-$21.4K2026-10-29
AdvisorNet Financial, Inc
CLOSED0327-327-100%$14.1K$0-$14.1K2026-10-15
Pittenger & Anderson Inc
CLOSED0137-137-100%$5.9K$0-$5.9K2026-11-02
Cassaday & Co Wealth Management LLC
CLOSED089-89-100%$3.8K$0-$3.8K2026-10-27
CX Institutional
CLOSED070-70-100%$3.0K$0-$3.0K2026-10-02
Founders Capital Management
CLOSED053-53-100%$2.3K$0-$2.3K2026-10-13
NBT Bank, N.A.
CLOSED017-17-100%$733$0-$7332026-10-21
Envestnet Asset Management Inc
N/A—37,167,783-37,167,783-100%$1.6B———
LPL Financial LLC
N/A—17,008,019-17,008,019-100%$733.2M———
JPMorgan Chase & Co
N/A—8,208,264-8,208,264-100%$349.8M———
Morgan Stanley
N/A—5,236,600-5,236,600-100%$225.7M———
BlackRock, Inc.
N/A—4,794,919-4,794,919-100%$206.7M———
MML Investors Services, LLC
N/A—3,705,278-3,705,278-100%$159.7M———
Cetera Investment Advisers
N/A—3,088,229-3,088,229-100%$133.1M———
Envestnet Portfolio Solutions, Inc.
N/A—3,040,944-3,040,944-100%$131.1M———
Ameriprise Financial Inc
N/A—2,830,198-2,830,198-100%$122.0M———
NewEdge Advisors, LLC
N/A—2,630,587-2,630,587-100%$113.4M———
Bank of America Corp
N/A—2,600,912-2,600,912-100%$112.1M———
Northwestern Mutual Wealth Management Co
N/A—2,367,879-2,367,879-100%$102.1M———
Foundations Investment Advisors, LLC
N/A—1,781,807-1,781,807-100%$76.8M———
Janney Montgomery Scott LLC
N/A—1,711,316-1,711,316-100%$73.8M———
Merit Financial Group, LLC
N/A—1,561,075-1,561,075-100%$67.3M———
Arax Advisory Partners
N/A—1,541,826-1,541,826-100%$66.5M———
Sanctuary Advisors, LLC
N/A—1,422,921-1,422,921-100%$61.3M———
Vestmark Advisory Solutions, Inc.
N/A—1,157,164-1,157,164-100%$49.9M———
Osaic Holdings, Inc.
N/A—959,237-959,237-100%$41.4M———
Stratos Wealth Partners, Ltd.
N/A—851,774-851,774-100%$36.7M———
United Capital Financial Advisors, LLC
N/A—823,625-823,625-100%$35.5M———
Advocacy Wealth Management, LLC
N/A—747,703-747,703-100%$32.2M———
Stifel Financial Corp
N/A—720,421-720,421-100%$31.1M———
Raymond James Financial Inc
N/A—642,030-642,030-100%$27.7M———
IHT Wealth Management, LLC
N/A—641,857-641,857-100%$27.7M———
AE Wealth Management LLC
N/A—583,385-583,385-100%$25.1M———
Integrated Wealth Concepts LLC
N/A—535,515-535,515-100%$23.1M———
Wells Fargo & Company
N/A—523,858-523,858-100%$22.6M———
Cerity Partners LLC
N/A—499,935-499,935-100%$21.6M———
MA Private Wealth
N/A—492,941-492,941-100%$21.3M———
Royal Bank of Canada
N/A—490,920-490,920-100%$21.2M———
Icon Wealth Advisors, LLC
N/A—470,283-470,283-100%$20.3M———
Private Advisor Group, LLC
N/A—469,890-469,890-100%$20.3M———
EQ LLC
N/A—455,898-455,898-100%$19.7M———
CreativeOne Wealth, LLC
N/A—443,334-443,334-100%$19.1M———
Mcmorgan & Co LLC
N/A—426,276-426,276-100%$18.4M———
&partners
N/A—360,825-360,825-100%$15.6M———
Frisch Financial Group, Inc.
N/A—288,023-288,023-100%$12.4M———
Orion Porfolio Solutions, LLC
N/A—283,349-283,349-100%$12.2M———
Equitable Holdings, Inc.
N/A—265,591-265,591-100%$11.4M———
Kilter Group LLC
N/A—262,956-262,956-100%$11.3M———
Wealth Alliance, LLC
N/A—261,673-261,673-100%$11.3M———
One Wealth Advisors, LLC
N/A—235,003-235,003-100%$10.1M———
Menora Mivtachim Holdings Ltd.
N/A—233,562-233,562-100%$10.1M———
Liberty Wealth Management LLC
N/A—228,895-228,895-100%$8.3M———
PAX Financial Group, LLC
N/A—209,686-209,686-100%$9.0M———
Landing Point Financial Group, LLC
N/A—190,240-190,240-100%$8.2M———
Keystone Financial Services
N/A—178,833-178,833-100%$7.7M———
Global Retirement Partners, LLC
N/A—174,949-174,949-100%$7.5M———
Stonebrook Private Inc.
N/A—168,840-168,840-100%$7.3M———
UBS Group AG
N/A—166,472-166,472-100%$7.2M———
Keystone Financial Group
N/A—160,264-160,264-100%$6.9M———
Tidemark, LLC
N/A—152,902-152,902-100%$6.6M———
Snowden Capital Advisors LLC
N/A—150,532-150,532-100%$6.5M———
Modern Wealth Management, LLC
N/A—148,532-148,532-100%$6.4M———
Rothschild Wealth LLC
N/A—141,659-141,659-100%$6.1M———
Legacy Financial Group LLC
N/A—137,517-137,517-100%$5.9M———
Van Hulzen Asset Management, LLC
N/A—137,278-137,278-100%$5.9M———
Regal Investment Advisors LLC
N/A—136,861-136,861-100%$5.9M———
Vertex Planning Partners, LLC
N/A—127,796-127,796-100%$5.5M———
Strategies Wealth Advisors, LLC
N/A—125,029-125,029-100%$5.4M———
Steward Partners Investment Advisory, LLC
N/A—120,136-120,136-100%$5.2M———
Stokes Family Office, LLC
N/A—120,093-120,093-100%$5.2M———
Bcgm Wealth Management, LLC
N/A—116,595-116,595-100%$5.0M———
Resolute Wealth Advisor, Inc.
N/A—113,339-113,339-100%$4.1M———
Invst, LLC
N/A—107,391-107,391-100%$4.6M———
KM Capital Management Ltd.
N/A—107,324-107,324-100%$4.6M———
Advyzon Investment Management, LLC
N/A—106,956-106,956-100%$4.6M———
Perennial Investment Advisors, LLC
N/A—104,574-104,574-100%$4.5M———
World Investment Advisors
N/A—103,450-103,450-100%$4.3M———
Mariner, LLC
N/A—103,245-103,245-100%$4.5M———
Capital Analysts, LLC
N/A—101,511-101,511-100%$4.4M———
IFG Advisory, LLC
N/A—99,681-99,681-100%$4.3M———
Founders Financial Alliance, LLC
N/A—99,491-99,491-100%$4.3M———
Mayflower Financial Advisors, LLC
N/A—98,200-98,200-100%$4.2M———
WealthShield Partners, LLC
N/A—96,890-96,890-100%$4.2M———
Tyche Wealth Partners LLC
N/A—91,829-91,829-100%$4.0M———
Advisory Services Network, LLC
N/A—91,194-91,194-100%$3.9M———
Principal Securities, Inc.
N/A—90,908-90,908-100%$3.9M———
Twin Peaks Wealth Advisors, LLC
N/A—89,880-89,880-100%$3.9M———
Synergy Investment Management, LLC
N/A—89,036-89,036-100%$3.8M———
Mutual Advisors, LLC
N/A—87,162-87,162-100%$3.8M———
Qube Research & Technologies Ltd
N/A—80,674-80,674-100%$3.5M———
Gateway Wealth Partners, LLC
N/A—80,142-80,142-100%$3.5M———
Summit Financial, LLC
N/A—76,562-76,562-100%$3.3M———
Daviman Financial, LLC
N/A—75,501-75,501-100%$3.3M———
WCG Wealth Advisors LLC
N/A—74,395-74,395-100%$3.2M———
M1 Capital Management LLC
N/A—73,212-73,212-100%$3.2M———
Mercer Global Advisors Inc
N/A—70,879-70,879-100%$3.1M———
Intentional Wealth Strategies, LLC
N/A—70,822-70,822-100%$3.1M———
Keebeck Wealth Management
N/A—70,071-70,071-100%$3.0M———
D. E. Shaw & Co., Inc.
N/A—67,480-67,480-100%$2.9M———
Sheridan Capital Management, LLC
N/A—64,633-64,633-100%$2.8M———
HighTower Advisors, LLC
N/A—63,218-63,218-100%$2.7M———
Curtis Wealth Management LLC
N/A—62,837-62,837-100%$2.7M———
Tradition Wealth Management, LLC
N/A—53,616-53,616-100%$2.3M———
Shared Vision Wealth Group LLC
N/A—52,416-52,416-100%$2.3M———
Jones Financial Companies Lllp
N/A—52,076-52,076-100%$2.2M———
Beto Financial Group, LLC
N/A—51,802-51,802-100%$2.2M———
Theory Financial LLC
N/A—43,363-43,363-100%$1.9M———
Flow Traders U.S. LLC
N/A—43,236-43,236-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—42,251-42,251-100%$1.8M———
Redwood Investment Management, LLC
N/A—41,927-41,927-100%$1.8M———
Chatterton & Associates Inc.
N/A—41,372-41,372-100%$1.8M———
Hopwood Nicholas Hunter
N/A—41,285-41,285-100%$1.8M———
Two Sigma Investments, LP
N/A—38,600-38,600-100%$1.7M———
Venturi Wealth Management, LLC
N/A—38,152-38,152-100%$1.6M———
Baird Financial Group, Inc.
N/A—37,890-37,890-100%$1.6M———
Barnes Wealth Management Group, Inc
N/A—37,639-37,639-100%$1.6M———
Wealthgarden F.S. LLC
N/A—36,685-36,685-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—36,630-36,630-100%$1.6M———
Benjamin Edwards Inc
N/A—36,409-36,409-100%$1.6M———
Smartleaf Asset Management LLC
N/A—35,531-35,531-100%$1.5M———
Blalock Williams, LLC
N/A—34,041-34,041-100%$1.5M———
Western Wealth Management, LLC
N/A—33,773-33,773-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—33,064-33,064-100%$1.4M———
Nuveen, LLC
N/A—31,749-31,749-100%$1.4M———
Renaissance Technologies LLC
N/A—31,708-31,708-100%$1.4M———
LifePlan Investment Advisors, Inc.
N/A—31,549-31,549-100%$1.4M———
Davis Wealth Advisors, LLC
N/A—30,558-30,558-100%$1.3M———
HighPoint Advisor Group LLC
N/A—29,073-29,073-100%$1.3M———
Magnolia Private Wealth, LLC
N/A—29,056-29,056-100%$1.3M———
Vantage Point Financial LLC
N/A—28,087-28,087-100%$1.2M———
Alta Wealth Advisors LLC
N/A—27,881-27,881-100%$1.2M———
WealthTrak Capital Management LLC
N/A—27,453-27,453-100%$1.2M———
Savvy Advisors, Inc.
N/A—26,794-26,794-100%$1.2M———
EFG International AG
N/A—26,733-26,733-100%$1.2M———
Centaurus Financial, Inc.
N/A—26,427-26,427-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—26,355-26,355-100%$1.1M———
Goldman Sachs Group Inc
N/A—26,053-26,053-100%$1.1M———
QRG Capital Management, Inc.
N/A—25,945-25,945-100%$1.1M———
Jane Street Group, LLC
N/A—25,470-25,470-100%$1.1M———
EP Wealth Advisors, LLC
N/A—25,276-25,276-100%$1.1M———
5T Wealth, LLC
N/A—24,360-24,360-100%$1.1M———
Harbour Investments, Inc.
N/A—23,673-23,673-100%$1.0M———
Regimen Wealth, LLC
N/A—22,996-22,996-100%$995.0K———
Brookwood Investment Group LLC
N/A—21,853-21,853-100%$942.1K———
OneDigital Investment Advisors LLC
N/A—20,109-20,109-100%$866.9K———
Arkadios Wealth Advisors
N/A—19,483-19,483-100%$839.9K———
GatePass Capital, LLC
N/A—19,451-19,451-100%$838.5K———
Capital Investment Management, Inc.
N/A—19,429-19,429-100%$837.6K———
Ameritas Advisory Services, LLC
N/A—19,311-19,311-100%$832.5K———
Vantus Wealth LLC
N/A—19,099-19,099-100%$823.4K———
Kickstand Ventures, Llc.
N/A—18,876-18,876-100%$813.7K———
Gladstone Institutional Advisory LLC
N/A—17,950-17,950-100%$773.8K———
Vision Retirement, LLC
N/A—17,874-17,874-100%$770.6K———
Kovack Advisors, Inc.
N/A—17,322-17,322-100%$744.4K———
EWA, LLC
N/A—17,069-17,069-100%$735.9K———
Transamerica Financial Advisors, LLC
N/A—15,770-15,770-100%$679.9K———
Sovereign Financial Group, Inc.
N/A—15,696-15,696-100%$676.7K———
Transcend Capital Advisors, LLC
N/A—14,710-14,710-100%$634.1K———
Argent Trust Co
N/A—14,422-14,422-100%$621.7K———
Cary Street Partners Investment Advisory LLC
N/A—13,838-13,838-100%$596.6K———
AQR Capital Management LLC
N/A—13,345-13,345-100%$575.3K———
PFG Investments, LLC
N/A—12,703-12,703-100%$547.6K———
Yukon Wealth Management, Inc.
N/A—12,306-12,306-100%$530.5K———
Inspire Advisors, LLC
N/A—11,735-11,735-100%$505.9K———
Nwam LLC
N/A—11,723-11,723-100%$505.4K———
Strategic Financial Concepts, LLC
N/A—11,717-11,717-100%$505.1K———
Maripau Wealth Management LLC
N/A—11,589-11,589-100%$499.5K———
Cadia Private Client LLC
N/A—11,300-11,300-100%$487.1K———
FMR LLC
N/A—10,914-10,914-100%$470.5K———
Resurgent Financial Advisors LLC
N/A—10,345-10,345-100%$446.0K———
GeoWealth Management, LLC
N/A—10,255-10,255-100%$442.2K———
Arvest Bank Trust Division
N/A—9,899-9,899-100%$426.7K———
Ausdal Financial Partners, Inc.
N/A—9,405-9,405-100%$405.4K———
Lifeworks Advisors, LLC
N/A—9,333-9,333-100%$402.3K———
FLP Wealth Management, LLC
N/A—9,067-9,067-100%$390.9K———
Imprint Wealth LLC
N/A—8,410-8,410-100%$362.6K———
BFC Planning, Inc.
N/A—8,075-8,075-100%$348.1K———
Gallagher Fiduciary Advisors, LLC
N/A—7,836-7,836-100%$337.8K———
Focus Partners Wealth
N/A—7,766-7,766-100%$334.8K———
GWN Securities Inc.
N/A—7,294-7,294-100%$314.5K———
PNC Financial Services Group, Inc.
N/A—6,805-6,805-100%$293.4K———
JT Stratford LLC
N/A—6,601-6,601-100%$284.6K———
Seeds Investor LLC
N/A—6,578-6,578-100%$283.6K———
Glenmede Trust Co NA
N/A—6,550-6,550-100%$282.4K———
Quantinno Capital Management LP
N/A—6,481-6,481-100%$279.4K———
Main Street Financial Solutions, LLC
N/A—6,403-6,403-100%$276.0K———
Beacon Pointe Advisors, LLC
N/A—6,217-6,217-100%$268.0K———
Betterment LLC
N/A—6,056-6,056-100%$261.0K———
TRB Wealth Management, LLC
N/A—5,883-5,883-100%$253.6K———
Concorde Asset Management, LLC
N/A—5,795-5,795-100%$249.8K———
VestGen Investment Management
N/A—5,200-5,200-100%$224.2K———
Independent Advisor Alliance
N/A—5,133-5,133-100%$221.3K———
Moors & Cabot, Inc.
N/A—5,093-5,093-100%$219.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,643-4,643-100%$200.2K———
Continuum Advisory, LLC
N/A—4,389-4,389-100%$189.2K———
Bank of Montreal
N/A—2,953-2,953-100%$127.3K———
New Republic Capital, LLC
N/A—2,893-2,893-100%$124.7K———
Aptus Capital Advisors, LLC
N/A—2,297-2,297-100%$99.0K———
IMA Advisory Services, Inc.
N/A—2,238-2,238-100%$96.5K———
Wellington Grp LLC
N/A—2,233-2,233-100%$80.9K———
Fiduciary Financial Advisors
N/A—2,221-2,221-100%$95.7K———
Russell Investments Group, Ltd.
N/A—2,178-2,178-100%$93.9K———
Capital Advisor Network LLC
N/A—2,142-2,142-100%$92.3K———
O'shaughnessy Asset Management, LLC
N/A—1,783-1,783-100%$76.9K———
Allworth Financial LP
N/A—1,516-1,516-100%$65.4K———
Harborfront Financial Group LLC
N/A—921-921-100%$39.7K———
Atlantic Union Bankshares Corp
N/A—895-895-100%$38.6K———
Ameriflex Group, Inc.
N/A—876-876-100%$37.8K———
Beaird Harris Wealth Management, LLC
N/A—784-784-100%$33.8K———
Cary Street Partners Financial LLC
N/A—641-641-100%$27.6K———
Ancora Advisors LLCA
N/A—545-545-100%$23.5K———
Huntington National Bank
N/A—486-486-100%$21.0K———
Measured Wealth Private Client Group, LLC
N/A—474-474-100%$20.4K———
Cordant, Inc.
N/A—370-370-100%$16.0K———
SHP Wealth Management
N/A—290-290-100%$12.5K———
TD Capital Management LLC
N/A—260-260-100%$11.2K———
Vanguard Advisers Inc
N/A—210-210-100%$9.1K———
Fourth Dimension Wealth, LLC
N/A—199-199-100%$8.6K———
Clearstead Advisors, LLC
N/A—143-143-100%$6.2K———
Keating Financial Advisory Services, Inc.
N/A—117-117-100%$5.0K———
Hantz Financial Services, Inc.
N/A—89-89-100%$4———
Crewe Advisors LLC
N/A—77-77-100%$3.3K———
Richard W. Paul & Associates, LLC
N/A—62-62-100%$2.7K———
UBS Asset Management Americas LLC
N/A—61-61-100%$2.6K———
UMB Bank, n.a.
N/A—43-43-100%$1.9K———
Bogart Wealth, LLC
N/A—22-22-100%$948———
Orion Capital Management LLC
N/A—18-18-100%$776———
Geneos Wealth Management Inc.
N/A—18-18-100%$776———
Showing 534 of 534 institutions