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Cap Group Intl Focus (CGXU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares21,541,334 from 18,914,366
Change+2,626,968 (+14%)
Value$738.7M (+$83.8M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares3,331,966 from 3,203,093
Change+128,873 (+4%)
Value$114.3M (+$3.4M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares2,709,168 from 2,430,784
Change+278,384 (+11%)
Value$92.9M (+$8.7M)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED
Shares2,099,464 from 2,063,378
Change+36,086 (+2%)
Value$72.0M (+$1.8M)
Filed 2026-10-09
Eclectic Associates Inc
INCREASED
Shares1,740,707 from 1,709,781
Change+30,926 (+2%)
Value$59.7M (+$497.7K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares1,347,949 from 1,197,661
Change+150,288 (+13%)
Value$46.2M (+$4.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,202,231 from 1,157,204
Change+45,027 (+4%)
Value$41.2M (+$1.2M)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares1,200,220 from 1,141,207
Change+59,013 (+5%)
Value$39.6M (+$62.7K)
Filed 2026-10-15
CPC Advisors, LLC
INCREASED
Shares1,112,726 from 1,046,835
Change+65,891 (+6%)
Value$38.2M (+$1.9M)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares888,641 from 833,653
Change+54,988 (+7%)
Value$30.5M (+$1.6M)
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED
Shares882,472 from 865,186
Change+17,286 (+2%)
Value$30.3M (+$307.2K)
Filed 2026-10-28
Summit Investment Advisory Services, LLC
INCREASED
Shares877,571 from 847,237
Change+30,334 (+4%)
Value$30.1M (+$760.6K)
Filed 2026-11-03
Thrivent Financial for Lutherans
NEW
Shares873,656
Change+873,656
Value$30.0M
Filed 2026-11-05
Sterling Investment Counsel, LLC
DECREASED
Shares871,061 from 876,583
Change-5,522 (-1%)
Value$29.9M (-$478.6K)
Filed 2026-10-19
Aprio Wealth Management, LLC
DECREASED
Shares849,621 from 1,048,859
Change-199,238 (-19%)
Value$29.1M (-$7.2M)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares817,458 from 801,589
Change+15,869 (+2%)
Value$28.0M (+$223.4K)
Filed 2026-10-28
Cooper Financial Group
INCREASED
Shares748,860 from 664,422
Change+84,438 (+13%)
Value$25.7M (+$2.7M)
Filed 2026-10-07
James T. Borello RIA
INCREASED
Shares721,014 from 682,590
Change+38,424 (+6%)
Value$24.7M (+$1.1M)
Filed 2026-10-16
Strata Wealth Advisors, LLC
INCREASED
Shares715,781 from 659,184
Change+56,597 (+9%)
Value$24.5M (+$1.7M)
Filed 2026-10-16
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares703,117 from 700,615
Change+2,502 (+0%)
Value$24.1M (-$145.4K)
Filed 2026-10-13
Lantz Financial LLC
INCREASED
Shares691,550 from 680,706
Change+10,844 (+2%)
Value$23.7M (+$147.2K)
Filed 2026-10-15
Main Line Retirement Advisors, LLC
INCREASED
Shares683,845 from 647,006
Change+36,839 (+6%)
Value$23.4M (+$1.0M)
Filed 2026-10-14
DeDora Capital, Inc.
INCREASED
Shares673,038 from 654,320
Change+18,718 (+3%)
Value$23.1M (+$425.9K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares671,144 from 611,144
Change+60,000 (+10%)
Value$23.0M (+$1.9M)
Filed 2026-11-04
Hopwood Financial Services, Inc.
INCREASED
Shares654,163 from 622,577
Change+31,586 (+5%)
Value$22.4M (+$873.5K)
Filed 2026-10-29
Souders Financial Advisors
INCREASED
Shares632,986 from 617,195
Change+15,791 (+3%)
Value$21.7M (+$337.8K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares622,560 from 565,209
Change+57,351 (+10%)
Value$21.3M (+$1.8M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares618,861 from 166,076
Change+452,785 (+273%)
Value$21.2M (+$15.5M)
Filed 2026-11-06
BetterWealth, LLC
INCREASED
Shares608,575 from 584,586
Change+23,989 (+4%)
Value$20.9M (+$629.7K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares528,408 from 478,281
Change+50,127 (+10%)
Value$18.1M (+$1.6M)
Filed 2026-11-04
Burton Enright Welch
INCREASED
Shares521,405 from 445,713
Change+75,692 (+17%)
Value$17.9M (+$2.4M)
Filed 2026-11-04
Financial Management Network Inc
DECREASED
Shares481,889 from 482,181
Change-292 (0%)
Value$16.7M (+$746.9K)
Filed 2026-10-09
Central Trust Co
INCREASED
Shares361,408 from 304,550
Change+56,858 (+19%)
Value$12.4M (+$1.8M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares349,263 from 255,447
Change+93,816 (+37%)
Value$11.8M (+$3.0M)
Filed 2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED
Shares295,797 from 283,123
Change+12,674 (+4%)
Value$10.1M (+$341.2K)
Filed 2026-11-02
Michael Brady & Co., LLC
INCREASED
Shares259,650 from 257,424
Change+2,226 (+1%)
Value$8.9M (-$8.6K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares247,300 from 240,118
Change+7,182 (+3%)
Value$8.5M (+$167.0K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
INCREASED
Shares245,153 from 227,088
Change+18,065 (+8%)
Value$8.4M (+$544.5K)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
INCREASED
Shares239,057 from 225,107
Change+13,950 (+6%)
Value$8.2M (+$404.1K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares228,212 from 2,656
Change+225,556 (+8492%)
Value$7.8M (+$7.7M)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED
Shares223,033 from 182,935
Change+40,098 (+22%)
Value$7.6M (+$1.3M)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares217,736 from 232,936
Change-15,200 (-7%)
Value$7.5M (-$598.1K)
Filed 2026-10-29
Triangle Securities Wealth Management
INCREASED
Shares206,791 from 203,073
Change+3,718 (+2%)
Value$7.1M (+$60.5K)
Filed 2026-10-14
TKG Advisors, LLC
INCREASED
Shares192,091 from 191,000
Change+1,091 (+1%)
Value$6.6M (-$25.6K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares188,422 from 119,669
Change+68,753 (+57%)
Value$6.5M (+$2.3M)
Filed 2026-10-21
Flynn Zito Capital Management, LLC
INCREASED
Shares187,237 from 165,140
Change+22,097 (+13%)
Value$6.4M (+$703.2K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares174,056 from 157,630
Change+16,426 (+10%)
Value$6.0M (+$511.3K)
Filed 2026-11-06
United Advisor Group, LLC
INCREASED
Shares168,703 from 166,454
Change+2,249 (+1%)
Value$5.8M (+$22.2K)
Filed 2026-11-03
Quantum Financial Partners LLC
DECREASED
Shares163,433 from 188,655
Change-25,222 (-13%)
Value$5.6M (-$927.1K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares162,014 from 153,557
Change+8,457 (+6%)
Value$5.6M (+$223.3K)
Filed 2026-10-13
Freedom Financial Partners LLC
DECREASED
Shares161,004 from 161,151
Change-147 (0%)
Value$5.5M (-$58.2K)
Filed 2026-10-19
CLG LLC
INCREASED
Shares148,129 from 144,156
Change+3,973 (+3%)
Value$5.1M (+$88.6K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares144,960 from 132,167
Change+12,793 (+10%)
Value$5.0M (+$395.1K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares144,400 from 137,305
Change+7,095 (+5%)
Value$5.0M (+$198.0K)
Filed 2026-10-14
G&S Capital LLC
INCREASED
Shares136,912 from 132,834
Change+4,078 (+3%)
Value$4.7M (+$96.0K)
Filed 2026-10-23
Meridian Investment Counsel Inc.
DECREASED
Shares133,929 from 143,090
Change-9,161 (-6%)
Value$4.6M (-$361.4K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED
Shares133,485 from 122,683
Change+10,802 (+9%)
Value$4.6M (+$329.9K)
Filed 2026-10-06
Olistico Wealth, LLC
INCREASED
Shares129,911 from 128,717
Change+1,194 (+1%)
Value$4.5M (-$1.5K)
Filed 2026-10-05
Modera Wealth Management, LLC
NEW
Shares127,688
Change+127,688
Value$4.4M
Filed 2026-10-28
Bare Financial Services, Inc
DECREASED
Shares125,459 from 132,486
Change-7,027 (-5%)
Value$4.3M (-$284.7K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares116,779 from 115,864
Change+915 (+1%)
Value$4.0M (-$6.9K)
Filed 2026-10-16
Transcendent Capital Group LLC
INCREASED
Shares113,540 from 104,986
Change+8,554 (+8%)
Value$3.9M (+$258.7K)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares109,253 from 184,477
Change-75,224 (-41%)
Value$3.7M (-$2.7M)
Filed 2026-11-04
Clearstead Trust, LLC
INCREASED
Shares104,551 from 95,626
Change+8,925 (+9%)
Value$3.6M (+$274.5K)
Filed 2026-11-06
Landaas & Co
INCREASED
Shares102,578 from 96,487
Change+6,091 (+6%)
Value$3.5M (+$177.0K)
Filed 2026-10-29
ERn Financial, LLC
INCREASED
Shares95,610 from 86,256
Change+9,354 (+11%)
Value$3.3M (+$292.3K)
Filed 2026-10-28
Cedar Point Capital Partners, LLC
INCREASED
Shares93,509 from 91,443
Change+2,066 (+2%)
Value$3.2M (+$40.7K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares87,994 from 70,779
Change+17,215 (+24%)
Value$3.0M (+$566.9K)
Filed 2026-10-08
Bill Few Associates, Inc.
INCREASED
Shares87,787 from 85,922
Change+1,865 (+2%)
Value$3.0M (+$35.6K)
Filed 2026-10-09
Charter Capital Management, Llc\de
INCREASED
Shares87,520 from 78,038
Change+9,482 (+12%)
Value$3.0M (+$299.4K)
Filed 2026-10-28
Procyon Advisors, LLC
DECREASED
Shares86,896 from 87,664
Change-768 (-1%)
Value$3.0M (-$55.3K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares86,703 from 90,027
Change-3,324 (-4%)
Value$3.0M (-$143.7K)
Filed 2026-10-30
True Blue Financial, LLC
DECREASED
Shares85,789 from 89,407
Change-3,618 (-4%)
Value$2.9M (-$153.6K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
DECREASED
Shares84,835 from 100,178
Change-15,343 (-15%)
Value$2.9M (-$600.5K)
Filed 2026-11-05
Investmark Advisory Group LLC
INCREASED
Shares80,293 from 78,057
Change+2,236 (+3%)
Value$2.8M (+$50.9K)
Filed 2026-10-27
Entruity Wealth, LLC
DECREASED
Shares79,579 from 80,357
Change-778 (-1%)
Value$2.7M (-$53.2K)
Filed 2026-11-06
RM Financial Services, LLC
INCREASED
Shares76,668 from 70,869
Change+5,799 (+8%)
Value$2.6M (+$175.4K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares75,306 from 18,010
Change+57,296 (+318%)
Value$2.6M (+$2.0M)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares74,825 from 72,983
Change+1,842 (+3%)
Value$2.6M (+$39.1K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares68,853 from 114,291
Change-45,438 (-40%)
Value$2.4M (-$1.6M)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares66,950 from 66,501
Change+449 (+1%)
Value$2.3M (-$6.5K)
Filed 2026-10-13
Burford Brothers, Inc.
DECREASED
Shares65,567 from 65,611
Change-44 (0%)
Value$2.2M (-$23.1K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares63,288 from 12,033
Change+51,255 (+426%)
Value$2.2M (+$1.8M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares60,646 from 9,917
Change+50,729 (+512%)
Value$2.1M (+$1.7M)
Filed 2026-11-02
Trueblood Wealth Management, LLC
INCREASED
Shares60,555 from 59,600
Change+955 (+2%)
Value$2.1M (+$13.1K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares58,889 from 57,090
Change+1,799 (+3%)
Value$2.0M (+$42.8K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares57,483 from 17,420
Change+40,063 (+230%)
Value$2.0M (+$1.4M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares56,577 from 50,922
Change+5,655 (+11%)
Value$1.9M (+$177.1K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares56,339 from 22,285
Change+34,054 (+153%)
Value$1.9M (+$1.2M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares55,716 from 51,463
Change+4,253 (+8%)
Value$1.9M (+$128.9K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
INCREASED
Shares55,055 from 53,590
Change+1,465 (+3%)
Value$1.9M (+$59.7K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
INCREASED
Shares53,843 from 52,939
Change+904 (+2%)
Value$1.8M (+$13.5K)
Filed 2026-10-16
Bulwark Capital Corp
INCREASED
Shares53,008 from 51,681
Change+1,327 (+3%)
Value$1.8M (+$28.4K)
Filed 2026-10-13
Wealth Science Advisors LLC
DECREASED
Shares52,968 from 53,034
Change-66 (0%)
Value$1.8M (-$19.8K)
Filed 2026-10-09
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares52,707 from 52,900
Change-193 (0%)
Value$1.8M (-$24.1K)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares50,688 from 24,617
Change+26,071 (+106%)
Value$1.7M (+$888.3K)
Filed 2026-11-06
KOM Wealth Management Group, LLC
INCREASED
Shares49,897 from 47,563
Change+2,334 (+5%)
Value$1.7M (+$64.3K)
Filed 2026-10-15
Rose Capital Advisors LLC
INCREASED
Shares49,500 from 49,219
Change+281 (+1%)
Value$1.7M (-$6.6K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
INCREASED
Shares48,963 from 47,155
Change+1,808 (+4%)
Value$1.7M (+$46.4K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares48,486
Change+48,486
Value$1.7M
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares48,013 from 72,793
Change-24,780 (-34%)
Value$1.6M (-$885.5K)
Filed 2026-10-23
Cushing Capital Partners, LLC
DECREASED
Shares47,248 from 56,894
Change-9,646 (-17%)
Value$1.6M (-$349.5K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares46,990 from 43,461
Change+3,529 (+8%)
Value$1.6M (+$106.7K)
Filed 2026-11-05
National Wealth Management Group, LLC
INCREASED
Shares46,174 from 34,386
Change+11,788 (+34%)
Value$1.6M (+$392.9K)
Filed 2026-10-26
Pines Wealth Management, LLC
DECREASED
Shares45,948 from 46,249
Change-301 (-1%)
Value$1.6M (-$25.6K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares44,954 from 43,821
Change+1,133 (+3%)
Value$1.5M (+$24.4K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares43,861 from 37,939
Change+5,922 (+16%)
Value$1.5M (+$190.5K)
Filed 2026-10-20
Equity Wealth Partners, LLC
INCREASED
Shares43,664 from 23,934
Change+19,730 (+82%)
Value$1.5M (+$668.6K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares42,530 from 63,079
Change-20,549 (-33%)
Value$1.5M (-$725.4K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares39,322 from 34,940
Change+4,382 (+13%)
Value$1.3M (+$138.7K)
Filed 2026-10-30
Vicus Capital
INCREASED
Shares38,347 from 29,658
Change+8,689 (+29%)
Value$1.3M (+$288.2K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares38,277 from 33,031
Change+5,246 (+16%)
Value$1.3M (+$169.0K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares38,231 from 37,184
Change+1,047 (+3%)
Value$1.3M (+$23.6K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares37,948 from 32,481
Change+5,467 (+17%)
Value$1.3M (+$176.7K)
Filed 2026-11-02
Trinity Wealth Management, LLC
DECREASED
Shares37,792 from 38,509
Change-717 (-2%)
Value$1.3M (-$37.3K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares37,204 from 37,111
Change+93 (+0%)
Value$1.3M (-$9.1K)
Filed 2026-11-03
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares36,465 from 42,192
Change-5,727 (-14%)
Value$1.3M (-$210.3K)
Filed 2026-11-06
MBE Wealth Management, LLC
INCREASED
Shares35,738 from 33,615
Change+2,123 (+6%)
Value$1.2M (+$61.7K)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares35,715 from 31,967
Change+3,748 (+12%)
Value$1.2M (+$118.0K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares35,657 from 26,139
Change+9,518 (+36%)
Value$1.2M (+$317.8K)
Filed 2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED
Shares33,680 from 31,683
Change+1,997 (+6%)
Value$1.2M (+$58.0K)
Filed 2026-10-21
Venture Visionary Partners LLC
DECREASED
Shares33,674 from 33,809
Change-135 (0%)
Value$1.2M (-$15.8K)
Filed 2026-10-07
SilverOak Wealth Management LLC
INCREASED
Shares33,466 from 29,129
Change+4,337 (+15%)
Value$1.1M (+$139.1K)
Filed 2026-10-29
Uhlmann Price Securities, LLC
INCREASED
Shares33,356 from 32,921
Change+435 (+1%)
Value$1.1M (+$4.2K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
INCREASED
Shares31,780 from 31,561
Change+219 (+1%)
Value$1.1M (-$2.9K)
Filed 2026-10-21
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares31,753 from 29,339
Change+2,414 (+8%)
Value$1.1M (+$73.1K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares30,943 from 29,580
Change+1,363 (+5%)
Value$1.1M (+$37.0K)
Filed 2026-10-26
Lincoln Capital LLC
INCREASED
Shares30,141 from 28,464
Change+1,677 (+6%)
Value$1.0M (+$52.2K)
Filed 2026-10-09
Eagle Rock Investment Company, LLC
INCREASED
Shares29,952 from 25,685
Change+4,267 (+17%)
Value$1.0M (+$137.8K)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares29,097 from 22,460
Change+6,637 (+30%)
Value$997.7K (+$220.2K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares28,944 from 28,383
Change+561 (+2%)
Value$992.5K (-$1.8K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares28,594 from 27,795
Change+799 (+3%)
Value$897.3K (-$65.0K)
Filed 2026-11-04
CRA Financial Services, LLC
INCREASED
Shares27,943 from 19,515
Change+8,428 (+43%)
Value$958.2K (+$282.6K)
Filed 2026-10-16
Vise Technologies, Inc.
DECREASED
Shares27,709 from 30,644
Change-2,935 (-10%)
Value$950.1K (-$110.8K)
Filed 2026-10-29
Avaii Wealth Management, LLC
DECREASED
Shares25,556 from 25,574
Change-18 (0%)
Value$887.1K (+$1.7K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,792 from 24,359
Change+433 (+2%)
Value$850.1K (+$6.8K)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares24,585 from 19,777
Change+4,808 (+24%)
Value$843.0K (+$158.3K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED
Shares23,847 from 24,065
Change-218 (-1%)
Value$817.7K (-$25.4K)
Filed 2026-10-16
Seamount Financial Group Inc
INCREASED
Shares23,365 from 20,221
Change+3,144 (+16%)
Value$801.2K (+$101.2K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares22,063 from 21,689
Change+374 (+2%)
Value$756.5K (+$5.7K)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares21,952 from 21,261
Change+691 (+3%)
Value$752.8K (+$16.7K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares20,831 from 18,379
Change+2,452 (+13%)
Value$714.3K (+$78.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares20,347 from 20,300
Change+47 (+0%)
Value$697.7K (-$5.1K)
Filed 2026-11-06
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares20,169 from 20,169
Change0 (0%)
Value$691.6K (-$6.7K)
Filed 2026-10-23
Mann Financial Group, Inc.
DECREASED
Shares19,709 from 38,412
Change-18,703 (-49%)
Value$675.8K (-$654.0K)
Filed 2026-10-15
Mechanics Bank Trust Department
NEW
Shares19,353
Change+19,353
Value$663.6K
Filed 2026-10-13
Langley Wealth Management, LLC
DECREASED
Shares18,708 from 19,388
Change-680 (-4%)
Value$641.5K (-$29.7K)
Filed 2026-11-04
tru Independence LLC
INCREASED
Shares18,154 from 18,014
Change+140 (+1%)
Value$622.5K (-$1.1K)
Filed 2026-10-20
Nautilus Advisors LLC
DECREASED
Shares18,105 from 19,117
Change-1,012 (-5%)
Value$620.8K (-$37.4K)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares18,003 from 17,788
Change+215 (+1%)
Value$617.3K (+$1.5K)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares17,322
Change+17,322
Value$594.0K
Filed 2026-10-29
BNB Wealth Management, LLC
INCREASED
Shares17,153 from 7,535
Change+9,618 (+128%)
Value$588.2K (+$327.3K)
Filed 2026-10-28
Colonial River Investments, LLC
NEW
Shares16,477
Change+16,477
Value$565.0K
Filed 2026-10-19
Mascagni Wealth Management, Inc.
DECREASED
Shares16,422 from 16,570
Change-148 (-1%)
Value$563.1K (-$10.5K)
Filed 2026-10-23
Banque Pictet & CIE SA
UNCHANGED
Shares16,318 from 16,318
Change0 (0%)
Value$559.5K (-$5.4K)
Filed 2026-10-16
Sepio Capital, LP
DECREASED
Shares15,836 from 15,837
Change-1 (0%)
Value$543.0K (-$5.2K)
Filed 2026-10-22
Orca Wealth Management, LLC
INCREASED
Shares15,785 from 15,525
Change+260 (+2%)
Value$541.3K (+$3.8K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
INCREASED
Shares15,023 from 13,631
Change+1,392 (+10%)
Value$515.1K (+$43.2K)
Filed 2026-10-13
Opal Wealth Advisors, LLC
INCREASED
Shares14,451 from 14,398
Change+53 (+0%)
Value$495.5K (-$2.9K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares14,405 from 13,001
Change+1,404 (+11%)
Value$493.9K (+$43.9K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares13,848 from 13,598
Change+250 (+2%)
Value$474.8K (+$4.1K)
Filed 2026-10-30
XY Planning Network, Inc.
NEW
Shares13,604
Change+13,604
Value$466.5K
Filed 2026-10-14
Investment Planning Advisors, Inc.
DECREASED
Shares13,138 from 14,563
Change-1,425 (-10%)
Value$450.5K (-$53.7K)
Filed 2026-10-14
JSF Financial, LLC
INCREASED
Shares13,037 from 12,473
Change+564 (+5%)
Value$447.0K (+$15.2K)
Filed 2026-10-22
CapWealth Advisors, LLC
INCREASED
Shares12,737 from 12,612
Change+125 (+1%)
Value$436.7K (+$101)
Filed 2026-10-05
Sovran Advisors, LLC
DECREASED
Shares12,534 from 12,843
Change-309 (-2%)
Value$404.8K (-$11.7K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
INCREASED
Shares12,500 from 11,912
Change+588 (+5%)
Value$428.6K (+$16.2K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
INCREASED
Shares12,457 from 8,198
Change+4,259 (+52%)
Value$427.1K (+$143.3K)
Filed 2026-10-26
Brighton Jones LLC
DECREASED
Shares11,231 from 12,098
Change-867 (-7%)
Value$385.1K (-$33.7K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares11,220 from 12,192
Change-972 (-8%)
Value$383.8K (-$31.1K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares11,158
Change+11,158
Value$382.6K
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares11,076 from 11,076
Change0 (0%)
Value$379.8K (-$3.7K)
Filed 2026-10-16
Zions Bancorporation, National Association
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$377.2K (-$3.6K)
Filed 2026-11-06
ZWJ Investment Counsel Inc
UNCHANGED
Shares10,977 from 10,977
Change0 (0%)
Value$376.4K (-$3.6K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED
Shares10,855 from 10,855
Change0 (0%)
Value$372.2K (-$3.6K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares10,698 from 76,468
Change-65,770 (-86%)
Value$366.8K (-$2.3M)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares10,487 from 18,615
Change-8,128 (-44%)
Value$359.6K (-$284.9K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares10,396 from 10,396
Change0 (0%)
Value$356.5K (-$3.4K)
Filed 2026-10-19
Trilogy Capital Inc.
UNCHANGED
Shares10,380 from 10,380
Change0 (0%)
Value$355.9K (-$3.4K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares10,185 from 10,182
Change+3 (+0%)
Value$349.2K (-$3.3K)
Filed 2026-11-05
Financial Planning Navigators Corp
DECREASED
Shares10,162 from 10,177
Change-15 (0%)
Value$348.5K (-$3.9K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
UNCHANGED
Shares10,146 from 10,146
Change0 (0%)
Value$347.9K (-$3.3K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares10,087 from 7,213
Change+2,874 (+40%)
Value$345.9K (+$96.2K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
INCREASED
Shares9,719 from 6,479
Change+3,240 (+50%)
Value$333.3K (+$109.0K)
Filed 2026-10-16
Cora Capital Advisors LLC
DECREASED
Shares9,468 from 9,540
Change-72 (-1%)
Value$324.7K (-$5.6K)
Filed 2026-11-02
Hunter Associates Investment Management LLC
NEW
Shares9,381
Change+9,381
Value$322.0K
Filed 2026-10-26
Shum Financial Group, Inc.
NEW
Shares9,348
Change+9,348
Value$320.5K
Filed 2026-10-13
Sage Mountain Advisors LLC
UNCHANGED
Shares9,201 from 9,201
Change0 (0%)
Value$315.5K (-$3.0K)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares9,149 from 6,458
Change+2,691 (+42%)
Value$314.0K (+$90.0K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
NEW
Shares8,923
Change+8,923
Value$306.0K
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
NEW
Shares8,814
Change+8,814
Value$302.2K
Filed 2026-10-21
Apollon Wealth Management, LLC
NEW
Shares8,065
Change+8,065
Value$276.5K
Filed 2026-10-23
HB Wealth Management, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$274.3K (-$2.6K)
Filed 2026-10-23
Latitude Advisors, LLC
INCREASED
Shares7,969 from 7,927
Change+42 (+1%)
Value$273.3K (-$1.2K)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares7,931 from 7,931
Change0 (0%)
Value$274.6K ($0)
Filed 2026-11-06
Baron Wealth Management LLC
UNCHANGED
Shares7,928 from 7,928
Change0 (0%)
Value$271.9K (-$2.6K)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
UNCHANGED
Shares7,819 from 7,819
Change0 (0%)
Value$268.1K (-$2.6K)
Filed 2026-10-26
James J. Burns & Company, LLC
DECREASED
Shares7,680 from 7,833
Change-153 (-2%)
Value$263.4K (-$7.8K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
DECREASED
Shares7,635 from 11,650
Change-4,015 (-34%)
Value$261.8K (-$141.5K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares7,438 from 8,368
Change-930 (-11%)
Value$255.0K (-$34.7K)
Filed 2026-10-13
Bluedoor Private Wealth, LLC
DECREASED
Shares7,185 from 9,625
Change-2,440 (-25%)
Value$246.4K (-$86.8K)
Filed 2026-11-05
Adamsbrown Wealth Consultants LLC
INCREASED
Shares7,032 from 6,951
Change+81 (+1%)
Value$241.1K (+$503)
Filed 2026-10-20
Luminvest Wealth Management LLC
UNCHANGED
Shares6,941 from 6,941
Change0 (0%)
Value$238.0K (-$2.3K)
Filed 2026-10-14
Park Avenue Securities LLC
NEW
Shares6,923
Change+6,923
Value$237.0K
Filed 2026-10-26
Avantax Planning Partners, Inc.
UNCHANGED
Shares6,844 from 6,844
Change0 (0%)
Value$234.7K (-$2.3K)
Filed 2026-11-03
Lantern Wealth Advisors, LLC
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$219.8K (-$2.1K)
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
NEW
Shares6,376
Change+6,376
Value$218.6K
Filed 2026-10-22
First Heartland Consultants, Inc.
DECREASED
Shares6,348 from 6,732
Change-384 (-6%)
Value$217.7K (-$15.4K)
Filed 2026-10-08
Crescent Grove Advisors, LLC
NEW
Shares6,282
Change+6,282
Value$215.4K
Filed 2026-10-21
Wealthcare Capital Management LLC
DECREASED
Shares6,071 from 15,287
Change-9,216 (-60%)
Value$208.2K (-$321.1K)
Filed 2026-10-21
Silverlake Wealth Management LLC
INCREASED
Shares6,029 from 5,955
Change+74 (+1%)
Value$206.7K (+$572)
Filed 2026-10-21
Northwest Financial Advisors
NEW
Shares6,025
Change+6,025
Value$206.6K
Filed 2026-10-27
LexAurum Advisors, LLC
INCREASED
Shares5,987 from 5,986
Change+1 (+0%)
Value$205.3K (-$1.9K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares5,974 from 6,036
Change-62 (-1%)
Value$204.8K (-$4.1K)
Filed 2026-11-05
Balboa Wealth Partners
NEW
Shares5,924
Change+5,924
Value$203.1K
Filed 2026-10-20
Keybank National Association
NEW
Shares5,904
Change+5,904
Value$202.4K
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares5,387 from 5,387
Change0 (0%)
Value$184.7K (-$1.8K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares4,381
Change+4,381
Value$150.2K
Filed 2026-10-21
Financial Perspectives, Inc
DECREASED
Shares4,265 from 4,318
Change-53 (-1%)
Value$146.2K (-$3.2K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares3,631 from 407
Change+3,224 (+792%)
Value$124.5K (+$110.4K)
Filed 2026-11-04
Winch Advisory Services, LLC
INCREASED
Shares3,301 from 2,432
Change+869 (+36%)
Value$113.2K (+$29.0K)
Filed 2026-11-06
Richardson Capital Management LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$113.2K (-$1.1K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares3,231 from 2,760
Change+471 (+17%)
Value$110.8K (+$15.2K)
Filed 2026-10-14
North Star Investment Management Corp.
NEW
Shares2,965
Change+2,965
Value$101.7K
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares2,953 from 1,173
Change+1,780 (+152%)
Value$101.3K (+$60.6K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$83.2K (-$801)
Filed 2026-10-21
1620 Investment Advisors, Inc.
INCREASED
Shares2,401 from 2,319
Change+82 (+4%)
Value$82.3K (+$2.0K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
NEW
Shares2,391
Change+2,391
Value$82.0K
Filed 2026-10-13
Larson Financial Group LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$80.6K (-$775)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$79.2K (-$762)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,559 from 1,559
Change0 (0%)
Value$53.5K (-$514)
Filed 2026-10-23
UMB Bank, n.a.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$48.0K (-$462)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares1,263 from 1,255
Change+8 (+1%)
Value$43.3K (-$140)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,149 from 1,149
Change0 (0%)
Value$39.4K (-$379)
Filed 2026-10-27
Roxbury Financial LLC
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$39.3K (-$378)
Filed 2026-10-01
Essential Investment Partners LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$28.7K (-$276)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares830 from 710
Change+120 (+17%)
Value$28.5K (+$3.9K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$28.3K (-$273)
Filed 2026-11-02
CX Institutional
INCREASED
Shares760 from 751
Change+9 (+1%)
Value$26 (-$26.0K)
Filed 2026-10-02
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$19.4K (-$187)
Filed 2026-10-19
IAG Wealth Partners, LLC
INCREASED
Shares549 from 528
Change+21 (+4%)
Value$18.8K (+$545)
Filed 2026-11-06
Barnes Dennig Private Wealth Management LLC
NEW
Shares443
Change+443
Value$15.2K
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares359 from 371
Change-12 (-3%)
Value$12.3K (-$534)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares334 from 243
Change+91 (+37%)
Value$11.5K (+$3.0K)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares281 from 273
Change+8 (+3%)
Value$9.6K (+$170)
Filed 2026-11-06
Clearstead Advisors, LLC
NEW
Shares153
Change+153
Value$5.2K
Filed 2026-11-06
Trust Co of Toledo NA
NEW
Shares150
Change+150
Value$5.1K
Filed 2026-10-16
MV Capital Management, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$4.1K (-$40)
Filed 2026-10-29
SJS Investment Consulting Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.4K (-$33)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares52 from 44
Change+8 (+18%)
Value$1.8K (+$278)
Filed 2026-10-28
Glaxis Capital Management, LLC
CLOSED
Shares0 from 85,000
Change-85,000 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-02
Fifth Third Securities, Inc.
CLOSED
Shares0 from 6,770
Change-6,770 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-21
Facet Wealth, Inc.
CLOSED
Shares0 from 6,490
Change-6,490 (-100%)
Value$0 (-$224.7K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-03
Wells Fargo & Company
N/A
Shares— from 7,833,419
Change-7,833,419 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,711,530
Change-7,711,530 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,153,170
Change-7,153,170 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,931,864
Change-5,931,864 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,549,938
Change-5,549,938 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,087,343
Change-5,087,343 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,189,189
Change-4,189,189 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,137,049
Change-4,137,049 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 3,728,784
Change-3,728,784 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,701,592
Change-3,701,592 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,994,968
Change-2,994,968 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,773,945
Change-2,773,945 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,759,076
Change-2,759,076 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,402,850
Change-2,402,850 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,080,621
Change-2,080,621 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,072,263
Change-2,072,263 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,970,907
Change-1,970,907 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,548,121
Change-1,548,121 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,523,084
Change-1,523,084 (-100%)
Value—
&partners
N/A
Shares— from 1,491,516
Change-1,491,516 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,201,994
Change-1,201,994 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,195,801
Change-1,195,801 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 923,626
Change-923,626 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 892,693
Change-892,693 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 710,858
Change-710,858 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 587,439
Change-587,439 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 438,575
Change-438,575 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 429,116
Change-429,116 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 379,747
Change-379,747 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 318,572
Change-318,572 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 306,711
Change-306,711 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 306,598
Change-306,598 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 236,984
Change-236,984 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 230,943
Change-230,943 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 215,707
Change-215,707 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 196,947
Change-196,947 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 178,823
Change-178,823 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 173,380
Change-173,380 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 171,692
Change-171,692 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 165,255
Change-165,255 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 158,979
Change-158,979 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 158,399
Change-158,399 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 156,703
Change-156,703 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 150,158
Change-150,158 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 138,026
Change-138,026 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 135,878
Change-135,878 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 133,178
Change-133,178 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 126,668
Change-126,668 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 126,244
Change-126,244 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 122,659
Change-122,659 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 120,640
Change-120,640 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 113,789
Change-113,789 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 101,685
Change-101,685 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 100,038
Change-100,038 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 99,250
Change-99,250 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 90,380
Change-90,380 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 73,533
Change-73,533 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 70,101
Change-70,101 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 63,093
Change-63,093 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 60,107
Change-60,107 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 59,081
Change-59,081 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 50,865
Change-50,865 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 46,460
Change-46,460 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 46,335
Change-46,335 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 44,939
Change-44,939 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 43,947
Change-43,947 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 43,172
Change-43,172 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 41,935
Change-41,935 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 40,406
Change-40,406 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 39,974
Change-39,974 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 37,312
Change-37,312 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 36,490
Change-36,490 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 36,394
Change-36,394 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 36,226
Change-36,226 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 36,154
Change-36,154 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 35,774
Change-35,774 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 34,978
Change-34,978 (-100%)
Value—
Stephens Inc
N/A
Shares— from 34,483
Change-34,483 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,991
Change-31,991 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 30,411
Change-30,411 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 30,225
Change-30,225 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 29,503
Change-29,503 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 28,679
Change-28,679 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 28,445
Change-28,445 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 27,387
Change-27,387 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 27,077
Change-27,077 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,362
Change-25,362 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 25,217
Change-25,217 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,380
Change-23,380 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,193
Change-20,193 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 20,109
Change-20,109 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,519
Change-19,519 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 19,220
Change-19,220 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,684
Change-18,684 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,453
Change-18,453 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 17,621
Change-17,621 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 17,373
Change-17,373 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 15,825
Change-15,825 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,134
Change-15,134 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 15,034
Change-15,034 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,010
Change-15,010 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,891
Change-14,891 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,251
Change-14,251 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 14,141
Change-14,141 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,967
Change-13,967 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 13,722
Change-13,722 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,568
Change-13,568 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,255
Change-13,255 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,321
Change-12,321 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,848
Change-11,848 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,786
Change-11,786 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 11,641
Change-11,641 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
EQ LLC
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,658
Change-10,658 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,476
Change-10,476 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,408
Change-10,408 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 9,663
Change-9,663 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,506
Change-8,506 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
CIM, LLC
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 7,269
Change-7,269 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,853
Change-6,853 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 104
Change-104 (-100%)
Value—
Status
LPL Financial LLC
INCREASED21,541,33418,914,366+2,626,968+14%$654.8M$738.7M+$83.8M2026-11-06
Commonwealth Equity Services, LLC
INCREASED3,331,9663,203,093+128,873+4%$110.9M$114.3M+$3.4M2026-11-02
Confluence Wealth Services, Inc.
INCREASED2,709,1682,430,784+278,384+11%$84.2M$92.9M+$8.7M2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED2,099,4642,063,378+36,086+2%$70.2M$72.0M+$1.8M2026-10-09
Eclectic Associates Inc
INCREASED1,740,7071,709,781+30,926+2%$59.2M$59.7M+$497.7K2026-10-09
Kestra Advisory Services, LLC
INCREASED1,347,9491,197,661+150,288+13%$41.5M$46.2M+$4.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED1,202,2311,157,204+45,027+4%$40.1M$41.2M+$1.2M2026-11-02
AdvisorNet Financial, Inc
INCREASED1,200,2201,141,207+59,013+5%$39.5M$39.6M+$62.7K2026-10-15
CPC Advisors, LLC
INCREASED1,112,7261,046,835+65,891+6%$36.2M$38.2M+$1.9M2026-10-21
HUB Investment Partners, LLC
INCREASED888,641833,653+54,988+7%$28.9M$30.5M+$1.6M2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED882,472865,186+17,286+2%$30.0M$30.3M+$307.2K2026-10-28
Summit Investment Advisory Services, LLC
INCREASED877,571847,237+30,334+4%$29.3M$30.1M+$760.6K2026-11-03
Thrivent Financial for Lutherans
NEW873,656—+873,656——$30.0M—2026-11-05
Sterling Investment Counsel, LLC
DECREASED871,061876,583-5,522-1%$30.3M$29.9M-$478.6K2026-10-19
Aprio Wealth Management, LLC
DECREASED849,6211,048,859-199,238-19%$36.3M$29.1M-$7.2M2026-10-28
D.A. Davidson & Co.
INCREASED817,458801,589+15,869+2%$27.8M$28.0M+$223.4K2026-10-28
Cooper Financial Group
INCREASED748,860664,422+84,438+13%$23.0M$25.7M+$2.7M2026-10-07
James T. Borello RIA
INCREASED721,014682,590+38,424+6%$23.6M$24.7M+$1.1M2026-10-16
Strata Wealth Advisors, LLC
INCREASED715,781659,184+56,597+9%$22.8M$24.5M+$1.7M2026-10-16
McGlone Suttner Wealth Management, Inc.
INCREASED703,117700,615+2,502+0%$24.3M$24.1M-$145.4K2026-10-13
Lantz Financial LLC
INCREASED691,550680,706+10,844+2%$23.6M$23.7M+$147.2K2026-10-15
Main Line Retirement Advisors, LLC
INCREASED683,845647,006+36,839+6%$22.4M$23.4M+$1.0M2026-10-14
DeDora Capital, Inc.
INCREASED673,038654,320+18,718+3%$22.7M$23.1M+$425.9K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED671,144611,144+60,000+10%$21.2M$23.0M+$1.9M2026-11-04
Hopwood Financial Services, Inc.
INCREASED654,163622,577+31,586+5%$21.6M$22.4M+$873.5K2026-10-29
Souders Financial Advisors
INCREASED632,986617,195+15,791+3%$21.4M$21.7M+$337.8K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED622,560565,209+57,351+10%$19.6M$21.3M+$1.8M2026-10-21
PNC Financial Services Group, Inc.
INCREASED618,861166,076+452,785+273%$5.7M$21.2M+$15.5M2026-11-06
BetterWealth, LLC
INCREASED608,575584,586+23,989+4%$20.2M$20.9M+$629.7K2026-10-15
Daymark Wealth Partners, LLC
INCREASED528,408478,281+50,127+10%$16.6M$18.1M+$1.6M2026-11-04
Burton Enright Welch
INCREASED521,405445,713+75,692+17%$15.4M$17.9M+$2.4M2026-11-04
Financial Management Network Inc
DECREASED481,889482,181-2920%$16.0M$16.7M+$746.9K2026-10-09
Central Trust Co
INCREASED361,408304,550+56,858+19%$10.5M$12.4M+$1.8M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED349,263255,447+93,816+37%$8.8M$11.8M+$3.0M2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED295,797283,123+12,674+4%$9.8M$10.1M+$341.2K2026-11-02
Michael Brady & Co., LLC
INCREASED259,650257,424+2,226+1%$8.9M$8.9M-$8.6K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED247,300240,118+7,182+3%$8.3M$8.5M+$167.0K2026-11-04
Brown Miller Wealth Management, LLC
INCREASED245,153227,088+18,065+8%$7.9M$8.4M+$544.5K2026-11-02
Worth Financial Advisory Group, LLC
INCREASED239,057225,107+13,950+6%$7.8M$8.2M+$404.1K2026-10-19
IFP Advisors, Inc
INCREASED228,2122,656+225,556+8492%$92.0K$7.8M+$7.7M2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED223,033182,935+40,098+22%$6.3M$7.6M+$1.3M2026-11-03
Koshinski Asset Management, Inc.
DECREASED217,736232,936-15,200-7%$8.1M$7.5M-$598.1K2026-10-29
Triangle Securities Wealth Management
INCREASED206,791203,073+3,718+2%$7.0M$7.1M+$60.5K2026-10-14
TKG Advisors, LLC
INCREASED192,091191,000+1,091+1%$6.6M$6.6M-$25.6K2026-11-02
Assetmark, Inc
INCREASED188,422119,669+68,753+57%$4.1M$6.5M+$2.3M2026-10-21
Flynn Zito Capital Management, LLC
INCREASED187,237165,140+22,097+13%$5.7M$6.4M+$703.2K2026-11-04
Valmark Advisers, Inc.
INCREASED174,056157,630+16,426+10%$5.5M$6.0M+$511.3K2026-11-06
United Advisor Group, LLC
INCREASED168,703166,454+2,249+1%$5.8M$5.8M+$22.2K2026-11-03
Quantum Financial Partners LLC
DECREASED163,433188,655-25,222-13%$6.5M$5.6M-$927.1K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED162,014153,557+8,457+6%$5.3M$5.6M+$223.3K2026-10-13
Freedom Financial Partners LLC
DECREASED161,004161,151-1470%$5.6M$5.5M-$58.2K2026-10-19
CLG LLC
INCREASED148,129144,156+3,973+3%$5.0M$5.1M+$88.6K2026-10-13
Oppenheimer & Co Inc
INCREASED144,960132,167+12,793+10%$4.6M$5.0M+$395.1K2026-10-26
Lodestone Wealth Management LLC
INCREASED144,400137,305+7,095+5%$4.8M$5.0M+$198.0K2026-10-14
G&S Capital LLC
INCREASED136,912132,834+4,078+3%$4.6M$4.7M+$96.0K2026-10-23
Meridian Investment Counsel Inc.
DECREASED133,929143,090-9,161-6%$5.0M$4.6M-$361.4K2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED133,485122,683+10,802+9%$4.2M$4.6M+$329.9K2026-10-06
Olistico Wealth, LLC
INCREASED129,911128,717+1,194+1%$4.5M$4.5M-$1.5K2026-10-05
Modera Wealth Management, LLC
NEW127,688—+127,688——$4.4M—2026-10-28
Bare Financial Services, Inc
DECREASED125,459132,486-7,027-5%$4.6M$4.3M-$284.7K2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED116,779115,864+915+1%$4.0M$4.0M-$6.9K2026-10-16
Transcendent Capital Group LLC
INCREASED113,540104,986+8,554+8%$3.6M$3.9M+$258.7K2026-10-28
AlphaCore Capital LLC
DECREASED109,253184,477-75,224-41%$6.5M$3.7M-$2.7M2026-11-04
Clearstead Trust, LLC
INCREASED104,55195,626+8,925+9%$3.3M$3.6M+$274.5K2026-11-06
Landaas & Co
INCREASED102,57896,487+6,091+6%$3.3M$3.5M+$177.0K2026-10-29
ERn Financial, LLC
INCREASED95,61086,256+9,354+11%$3.0M$3.3M+$292.3K2026-10-28
Cedar Point Capital Partners, LLC
INCREASED93,50991,443+2,066+2%$3.2M$3.2M+$40.7K2026-10-29
Farther Finance Advisors, LLC
INCREASED87,99470,779+17,215+24%$2.5M$3.0M+$566.9K2026-10-08
Bill Few Associates, Inc.
INCREASED87,78785,922+1,865+2%$3.0M$3.0M+$35.6K2026-10-09
Charter Capital Management, Llc\de
INCREASED87,52078,038+9,482+12%$2.7M$3.0M+$299.4K2026-10-28
Procyon Advisors, LLC
DECREASED86,89687,664-768-1%$3.0M$3.0M-$55.3K2026-10-21
Spire Wealth Management
DECREASED86,70390,027-3,324-4%$3.1M$3.0M-$143.7K2026-10-30
True Blue Financial, LLC
DECREASED85,78989,407-3,618-4%$3.1M$2.9M-$153.6K2026-10-15
Endeavor Private Wealth, Inc.
DECREASED84,835100,178-15,343-15%$3.5M$2.9M-$600.5K2026-11-05
Investmark Advisory Group LLC
INCREASED80,29378,057+2,236+3%$2.7M$2.8M+$50.9K2026-10-27
Entruity Wealth, LLC
DECREASED79,57980,357-778-1%$2.8M$2.7M-$53.2K2026-11-06
RM Financial Services, LLC
INCREASED76,66870,869+5,799+8%$2.5M$2.6M+$175.4K2026-11-03
Summit Wealth Group LLC / Co
INCREASED75,30618,010+57,296+318%$623.5K$2.6M+$2.0M2026-10-29
CWS Financial Advisors, LLC
INCREASED74,82572,983+1,842+3%$2.5M$2.6M+$39.1K2026-10-16
Axxcess Wealth Management, LLC
DECREASED68,853114,291-45,438-40%$4.0M$2.4M-$1.6M2026-10-21
Fiduciary Alliance LLC
INCREASED66,95066,501+449+1%$2.3M$2.3M-$6.5K2026-10-13
Burford Brothers, Inc.
DECREASED65,56765,611-440%$2.3M$2.2M-$23.1K2026-10-21
Bank of New York Mellon Corp
INCREASED63,28812,033+51,255+426%$416.6K$2.2M+$1.8M2026-11-05
Creative Planning
INCREASED60,6469,917+50,729+512%$343.3K$2.1M+$1.7M2026-11-02
Trueblood Wealth Management, LLC
INCREASED60,55559,600+955+2%$2.1M$2.1M+$13.1K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED58,88957,090+1,799+3%$2.0M$2.0M+$42.8K2026-11-03
Merit Financial Group, LLC
INCREASED57,48317,420+40,063+230%$603.1K$2.0M+$1.4M2026-11-06
Davenport & Co LLC
INCREASED56,57750,922+5,655+11%$1.8M$1.9M+$177.1K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED56,33922,285+34,054+153%$771.5K$1.9M+$1.2M2026-11-05
Valeo Financial Advisors, LLC
INCREASED55,71651,463+4,253+8%$1.8M$1.9M+$128.9K2026-10-08
TD Waterhouse Canada Inc.
INCREASED55,05553,590+1,465+3%$1.8M$1.9M+$59.7K2026-10-16
Signature Resources Capital Management, LLC
INCREASED53,84352,939+904+2%$1.8M$1.8M+$13.5K2026-10-16
Bulwark Capital Corp
INCREASED53,00851,681+1,327+3%$1.8M$1.8M+$28.4K2026-10-13
Wealth Science Advisors LLC
DECREASED52,96853,034-660%$1.8M$1.8M-$19.8K2026-10-09
Cornell Pochily Investment Advisors, Inc.
DECREASED52,70752,900-1930%$1.8M$1.8M-$24.1K2026-10-19
Savant Capital, LLC
INCREASED50,68824,617+26,071+106%$849.8K$1.7M+$888.3K2026-11-06
KOM Wealth Management Group, LLC
INCREASED49,89747,563+2,334+5%$1.6M$1.7M+$64.3K2026-10-15
Rose Capital Advisors LLC
INCREASED49,50049,219+281+1%$1.7M$1.7M-$6.6K2026-11-04
Kuhn & Co Investment Counsel
INCREASED48,96347,155+1,808+4%$1.6M$1.7M+$46.4K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW48,486—+48,486——$1.7M—2026-10-14
Sigma Planning Corp
DECREASED48,01372,793-24,780-34%$2.5M$1.6M-$885.5K2026-10-23
Cushing Capital Partners, LLC
DECREASED47,24856,894-9,646-17%$2.0M$1.6M-$349.5K2026-10-20
Nations Financial Group Inc,
INCREASED46,99043,461+3,529+8%$1.5M$1.6M+$106.7K2026-11-05
National Wealth Management Group, LLC
INCREASED46,17434,386+11,788+34%$1.2M$1.6M+$392.9K2026-10-26
Pines Wealth Management, LLC
DECREASED45,94846,249-301-1%$1.6M$1.6M-$25.6K2026-10-21
US Bancorp \de\
INCREASED44,95443,821+1,133+3%$1.5M$1.5M+$24.4K2026-11-05
Private Trust Co NA
INCREASED43,86137,939+5,922+16%$1.3M$1.5M+$190.5K2026-10-20
Equity Wealth Partners, LLC
INCREASED43,66423,934+19,730+82%$828.6K$1.5M+$668.6K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED42,53063,079-20,549-33%$2.2M$1.5M-$725.4K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED39,32234,940+4,382+13%$1.2M$1.3M+$138.7K2026-10-30
Vicus Capital
INCREASED38,34729,658+8,689+29%$1.0M$1.3M+$288.2K2026-11-05
PFG Advisors
INCREASED38,27733,031+5,246+16%$1.1M$1.3M+$169.0K2026-10-16
Compound Planning, Inc.
INCREASED38,23137,184+1,047+3%$1.3M$1.3M+$23.6K2026-11-05
Birchwood Financial Partners, Inc.
INCREASED37,94832,481+5,467+17%$1.1M$1.3M+$176.7K2026-11-02
Trinity Wealth Management, LLC
DECREASED37,79238,509-717-2%$1.3M$1.3M-$37.3K2026-10-13
180 Wealth Advisors, LLC
INCREASED37,20437,111+93+0%$1.3M$1.3M-$9.1K2026-11-03
Cornerstone Advisors Asset Management, LLC
DECREASED36,46542,192-5,727-14%$1.5M$1.3M-$210.3K2026-11-06
MBE Wealth Management, LLC
INCREASED35,73833,615+2,123+6%$1.2M$1.2M+$61.7K2026-10-26
HBW Advisory Services LLC
INCREASED35,71531,967+3,748+12%$1.1M$1.2M+$118.0K2026-10-15
Independent Financial Group, LLC
INCREASED35,65726,139+9,518+36%$904.9K$1.2M+$317.8K2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED33,68031,683+1,997+6%$1.1M$1.2M+$58.0K2026-10-21
Venture Visionary Partners LLC
DECREASED33,67433,809-1350%$1.2M$1.2M-$15.8K2026-10-07
SilverOak Wealth Management LLC
INCREASED33,46629,129+4,337+15%$1.0M$1.1M+$139.1K2026-10-29
Uhlmann Price Securities, LLC
INCREASED33,35632,921+435+1%$1.1M$1.1M+$4.2K2026-11-03
Wealthcare Capital Partners, LLC
INCREASED31,78031,561+219+1%$1.1M$1.1M-$2.9K2026-10-21
Fearless Solutions, LLC dba Best Invest
INCREASED31,75329,339+2,414+8%$1.0M$1.1M+$73.1K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED30,94329,580+1,363+5%$1.0M$1.1M+$37.0K2026-10-26
Lincoln Capital LLC
INCREASED30,14128,464+1,677+6%$985.4K$1.0M+$52.2K2026-10-09
Eagle Rock Investment Company, LLC
INCREASED29,95225,685+4,267+17%$889.2K$1.0M+$137.8K2026-10-21
Perigon Wealth Management, LLC
INCREASED29,09722,460+6,637+30%$777.6K$997.7K+$220.2K2026-10-22
Choreo, LLC
INCREASED28,94428,383+561+2%$994.3K$992.5K-$1.8K2026-10-28
Prospera Financial Services Inc
INCREASED28,59427,795+799+3%$962.3K$897.3K-$65.0K2026-11-04
CRA Financial Services, LLC
INCREASED27,94319,515+8,428+43%$675.6K$958.2K+$282.6K2026-10-16
Vise Technologies, Inc.
DECREASED27,70930,644-2,935-10%$1.1M$950.1K-$110.8K2026-10-29
Avaii Wealth Management, LLC
DECREASED25,55625,574-180%$885.4K$887.1K+$1.7K2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED24,79224,359+433+2%$843.3K$850.1K+$6.8K2026-10-13
Junk Investment Group, LLC
INCREASED24,58519,777+4,808+24%$684.7K$843.0K+$158.3K2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED23,84724,065-218-1%$843.1K$817.7K-$25.4K2026-10-16
Seamount Financial Group Inc
INCREASED23,36520,221+3,144+16%$700.0K$801.2K+$101.2K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED22,06321,689+374+2%$750.9K$756.5K+$5.7K2026-10-22
Gateway Investment Advisers LLC
INCREASED21,95221,261+691+3%$736.1K$752.8K+$16.7K2026-10-13
Fifth Third Bancorp
INCREASED20,83118,379+2,452+13%$636.3K$714.3K+$78.0K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED20,34720,300+47+0%$702.8K$697.7K-$5.1K2026-11-06
Bond & Devick Financial Network, Inc.
UNCHANGED20,16920,16900%$698.3K$691.6K-$6.7K2026-10-23
Mann Financial Group, Inc.
DECREASED19,70938,412-18,703-49%$1.3M$675.8K-$654.0K2026-10-15
Mechanics Bank Trust Department
NEW19,353—+19,353——$663.6K—2026-10-13
Langley Wealth Management, LLC
DECREASED18,70819,388-680-4%$671.2K$641.5K-$29.7K2026-11-04
tru Independence LLC
INCREASED18,15418,014+140+1%$623.6K$622.5K-$1.1K2026-10-20
Nautilus Advisors LLC
DECREASED18,10519,117-1,012-5%$658.2K$620.8K-$37.4K2026-10-07
RFG Advisory, LLC
INCREASED18,00317,788+215+1%$615.8K$617.3K+$1.5K2026-11-03
Signature Equity Partners, LLC
NEW17,322—+17,322——$594.0K—2026-10-29
BNB Wealth Management, LLC
INCREASED17,1537,535+9,618+128%$260.9K$588.2K+$327.3K2026-10-28
Colonial River Investments, LLC
NEW16,477—+16,477——$565.0K—2026-10-19
Mascagni Wealth Management, Inc.
DECREASED16,42216,570-148-1%$573.6K$563.1K-$10.5K2026-10-23
Banque Pictet & CIE SA
UNCHANGED16,31816,31800%$564.9K$559.5K-$5.4K2026-10-16
Sepio Capital, LP
DECREASED15,83615,837-10%$548.3K$543.0K-$5.2K2026-10-22
Orca Wealth Management, LLC
INCREASED15,78515,525+260+2%$537.5K$541.3K+$3.8K2026-10-14
Harbor Investment Advisory, LLC
INCREASED15,02313,631+1,392+10%$471.9K$515.1K+$43.2K2026-10-13
Opal Wealth Advisors, LLC
INCREASED14,45114,398+53+0%$498.5K$495.5K-$2.9K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED14,40513,001+1,404+11%$450.1K$493.9K+$43.9K2026-10-29
Truist Financial Corp
INCREASED13,84813,598+250+2%$470.8K$474.8K+$4.1K2026-10-30
XY Planning Network, Inc.
NEW13,604—+13,604——$466.5K—2026-10-14
Investment Planning Advisors, Inc.
DECREASED13,13814,563-1,425-10%$504.2K$450.5K-$53.7K2026-10-14
JSF Financial, LLC
INCREASED13,03712,473+564+5%$431.8K$447.0K+$15.2K2026-10-22
CapWealth Advisors, LLC
INCREASED12,73712,612+125+1%$436.6K$436.7K+$1012026-10-05
Sovran Advisors, LLC
DECREASED12,53412,843-309-2%$416.5K$404.8K-$11.7K2026-11-02
Schmidt P J Investment Management Inc
INCREASED12,50011,912+588+5%$412.4K$428.6K+$16.2K2026-11-02
Ashton Thomas Securities, LLC
INCREASED12,4578,198+4,259+52%$283.8K$427.1K+$143.3K2026-10-26
Brighton Jones LLC
DECREASED11,23112,098-867-7%$418.8K$385.1K-$33.7K2026-11-03
International Assets Investment Management, LLC
DECREASED11,22012,192-972-8%$414.9K$383.8K-$31.1K2026-11-02
Nova Financial LLC
NEW11,158—+11,158——$382.6K—2026-11-04
Onyx Bridge Wealth Group LLC
UNCHANGED11,07611,07600%$383.5K$379.8K-$3.7K2026-10-16
Zions Bancorporation, National Association
UNCHANGED11,00011,00000%$380.8K$377.2K-$3.6K2026-11-06
ZWJ Investment Counsel Inc
UNCHANGED10,97710,97700%$380.0K$376.4K-$3.6K2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED10,85510,85500%$375.8K$372.2K-$3.6K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED10,69876,468-65,770-86%$2.6M$366.8K-$2.3M2026-10-14
Clear Creek Financial Management, LLC
DECREASED10,48718,615-8,128-44%$644.5K$359.6K-$284.9K2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED10,39610,39600%$359.9K$356.5K-$3.4K2026-10-19
Trilogy Capital Inc.
UNCHANGED10,38010,38000%$359.4K$355.9K-$3.4K2026-10-20
Meridian Wealth Management, LLC
INCREASED10,18510,182+3+0%$352.5K$349.2K-$3.3K2026-11-05
Financial Planning Navigators Corp
DECREASED10,16210,177-150%$352.3K$348.5K-$3.9K2026-10-14
Lodestar Private Asset Management LLC
UNCHANGED10,14610,14600%$351.3K$347.9K-$3.3K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED10,0877,213+2,874+40%$249.7K$345.9K+$96.2K2026-10-16
WealthBridge Capital Management, LLC
INCREASED9,7196,479+3,240+50%$224.3K$333.3K+$109.0K2026-10-16
Cora Capital Advisors LLC
DECREASED9,4689,540-72-1%$330.3K$324.7K-$5.6K2026-11-02
Hunter Associates Investment Management LLC
NEW9,381—+9,381——$322.0K—2026-10-26
Shum Financial Group, Inc.
NEW9,348—+9,348——$320.5K—2026-10-13
Sage Mountain Advisors LLC
UNCHANGED9,2019,20100%$318.5K$315.5K-$3.0K2026-11-02
Summit Global Investments
INCREASED9,1496,458+2,691+42%$224.0K$314.0K+$90.0K2026-10-28
Kingswood Wealth Advisors, LLC
NEW8,923—+8,923——$306.0K—2026-10-23
OpenArc Corporate Advisory, LLC
NEW8,814—+8,814——$302.2K—2026-10-21
Apollon Wealth Management, LLC
NEW8,065—+8,065——$276.5K—2026-10-23
HB Wealth Management, LLC
UNCHANGED8,0008,00000%$277.0K$274.3K-$2.6K2026-10-23
Latitude Advisors, LLC
INCREASED7,9697,927+42+1%$274.4K$273.3K-$1.2K2026-10-27
Allworth Financial LP
UNCHANGED7,9317,93100%$274.6K$274.6K$02026-11-06
Baron Wealth Management LLC
UNCHANGED7,9287,92800%$274.5K$271.9K-$2.6K2026-10-27
Willow Creek Wealth Management Inc.
UNCHANGED7,8197,81900%$270.7K$268.1K-$2.6K2026-10-26
James J. Burns & Company, LLC
DECREASED7,6807,833-153-2%$271.2K$263.4K-$7.8K2026-10-22
Walkner Condon Financial Advisors LLC
DECREASED7,63511,650-4,015-34%$403.3K$261.8K-$141.5K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED7,4388,368-930-11%$289.7K$255.0K-$34.7K2026-10-13
Bluedoor Private Wealth, LLC
DECREASED7,1859,625-2,440-25%$333.2K$246.4K-$86.8K2026-11-05
Adamsbrown Wealth Consultants LLC
INCREASED7,0326,951+81+1%$240.6K$241.1K+$5032026-10-20
Luminvest Wealth Management LLC
UNCHANGED6,9416,94100%$240.3K$238.0K-$2.3K2026-10-14
Park Avenue Securities LLC
NEW6,923—+6,923——$237.0K—2026-10-26
Avantax Planning Partners, Inc.
UNCHANGED6,8446,84400%$236.9K$234.7K-$2.3K2026-11-03
Lantern Wealth Advisors, LLC
UNCHANGED6,4106,41000%$221.9K$219.8K-$2.1K2026-10-22
Patrick M Sweeney & Associates, Inc
NEW6,376—+6,376——$218.6K—2026-10-22
First Heartland Consultants, Inc.
DECREASED6,3486,732-384-6%$233.1K$217.7K-$15.4K2026-10-08
Crescent Grove Advisors, LLC
NEW6,282—+6,282——$215.4K—2026-10-21
Wealthcare Capital Management LLC
DECREASED6,07115,287-9,216-60%$529.2K$208.2K-$321.1K2026-10-21
Silverlake Wealth Management LLC
INCREASED6,0295,955+74+1%$206.2K$206.7K+$5722026-10-21
Northwest Financial Advisors
NEW6,025—+6,025——$206.6K—2026-10-27
LexAurum Advisors, LLC
INCREASED5,9875,986+1+0%$207.2K$205.3K-$1.9K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED5,9746,036-62-1%$209.0K$204.8K-$4.1K2026-11-05
Balboa Wealth Partners
NEW5,924—+5,924——$203.1K—2026-10-20
Keybank National Association
NEW5,904—+5,904——$202.4K—2026-11-04
Key FInancial Inc
UNCHANGED5,3875,38700%$186.5K$184.7K-$1.8K2026-11-02
Root Financial Partners, LLC
NEW4,381—+4,381——$150.2K—2026-10-21
Financial Perspectives, Inc
DECREASED4,2654,318-53-1%$149.5K$146.2K-$3.2K2026-11-03
Creative Financial Designs Inc
INCREASED3,631407+3,224+792%$14.1K$124.5K+$110.4K2026-11-04
Winch Advisory Services, LLC
INCREASED3,3012,432+869+36%$84.2K$113.2K+$29.0K2026-11-06
Richardson Capital Management LLC
UNCHANGED3,3003,30000%$114.2K$113.2K-$1.1K2026-10-23
Mather Group, Llc.
INCREASED3,2312,760+471+17%$95.6K$110.8K+$15.2K2026-10-14
North Star Investment Management Corp.
NEW2,965—+2,965——$101.7K—2026-10-27
Cullen T Bankers, Inc.
INCREASED2,9531,173+1,780+152%$40.6K$101.3K+$60.6K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED2,4252,42500%$84.0K$83.2K-$8012026-10-21
1620 Investment Advisors, Inc.
INCREASED2,4012,319+82+4%$80.3K$82.3K+$2.0K2026-11-04
Beacon Investment Advisory Services, Inc.
NEW2,391—+2,391——$82.0K—2026-10-13
Larson Financial Group LLC
UNCHANGED2,3502,35000%$81.4K$80.6K-$7752026-11-05
Parallel Advisors, LLC
UNCHANGED2,3102,31000%$80.0K$79.2K-$7622026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED1,5591,55900%$54.0K$53.5K-$5142026-10-23
UMB Bank, n.a.
UNCHANGED1,4001,40000%$48.5K$48.0K-$4622026-11-06
CoreCap Advisors, LLC
INCREASED1,2631,255+8+1%$43.5K$43.3K-$1402026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,1491,14900%$39.8K$39.4K-$3792026-10-27
Roxbury Financial LLC
UNCHANGED1,1471,14700%$39.7K$39.3K-$3782026-10-01
Essential Investment Partners LLC
UNCHANGED83883800%$29.0K$28.7K-$2762026-10-27
Rossby Financial, LCC
INCREASED830710+120+17%$24.6K$28.5K+$3.9K2026-11-05
Westside Investment Management, Inc.
UNCHANGED82582500%$28.6K$28.3K-$2732026-11-02
CX Institutional
INCREASED760751+9+1%$26.0K$26-$26.0K2026-10-02
Investment Research & Advisory Group, Inc.
UNCHANGED56756700%$19.6K$19.4K-$1872026-10-19
IAG Wealth Partners, LLC
INCREASED549528+21+4%$18.3K$18.8K+$5452026-11-06
Barnes Dennig Private Wealth Management LLC
NEW443—+443——$15.2K—2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED359371-12-3%$12.8K$12.3K-$5342026-10-16
Blue Trust, Inc.
INCREASED334243+91+37%$8.4K$11.5K+$3.0K2026-10-15
Russell Investments Group, Ltd.
INCREASED281273+8+3%$9.5K$9.6K+$1702026-11-06
Clearstead Advisors, LLC
NEW153—+153——$5.2K—2026-11-06
Trust Co of Toledo NA
NEW150—+150——$5.1K—2026-10-16
MV Capital Management, Inc.
UNCHANGED12012000%$4.2K$4.1K-$402026-10-29
SJS Investment Consulting Inc.
UNCHANGED10010000%$3.5K$3.4K-$332026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED5244+8+18%$1.5K$1.8K+$2782026-10-28
Glaxis Capital Management, LLC
CLOSED085,000-85,000-100%$2.9M$0-$2.9M2026-11-02
Fifth Third Securities, Inc.
CLOSED06,770-6,770-100%$234.4K$0-$234.4K2026-10-21
Facet Wealth, Inc.
CLOSED06,490-6,490-100%$224.7K$0-$224.7K2026-11-04
MCF Advisors LLC
CLOSED01,069-1,069-100%$37.5K$0-$37.5K2026-10-28
New England Capital Financial Advisors LLC
CLOSED037-37-100%$1.3K$0-$1.3K2026-11-03
Wells Fargo & Company
N/A—7,833,419-7,833,419-100%$271.2M———
Northwestern Mutual Wealth Management Co
N/A—7,711,530-7,711,530-100%$267.0M———
Morgan Stanley
N/A—7,153,170-7,153,170-100%$247.6M———
Raymond James Financial Inc
N/A—5,931,864-5,931,864-100%$205.4M———
UBS Group AG
N/A—5,549,938-5,549,938-100%$192.1M———
Cerity Partners LLC
N/A—5,087,343-5,087,343-100%$176.1M———
Royal Bank of Canada
N/A—4,189,189-4,189,189-100%$145.0M———
Benjamin Edwards Inc
N/A—4,137,049-4,137,049-100%$143.2M———
Capital Group Private Client Services, Inc.
N/A—3,728,784-3,728,784-100%$129.1M———
Captrust Financial Advisors
N/A—3,701,592-3,701,592-100%$128.1M———
Bank of America Corp
N/A—2,994,968-2,994,968-100%$103.7M———
SEI Investments Co
N/A—2,773,945-2,773,945-100%$96.0M———
JPMorgan Chase & Co
N/A—2,759,076-2,759,076-100%$95.6M———
Jones Financial Companies Lllp
N/A—2,402,850-2,402,850-100%$82.7M———
Envestnet Asset Management Inc
N/A—2,080,621-2,080,621-100%$72.0M———
Osaic Holdings, Inc.
N/A—2,072,263-2,072,263-100%$71.8M———
Stifel Financial Corp
N/A—1,970,907-1,970,907-100%$68.2M———
Cetera Investment Advisers
N/A—1,548,121-1,548,121-100%$53.6M———
MML Investors Services, LLC
N/A—1,523,084-1,523,084-100%$52.7M———
&partners
N/A—1,491,516-1,491,516-100%$51.7M———
Janney Montgomery Scott LLC
N/A—1,201,994-1,201,994-100%$41.6M———
Private Advisor Group, LLC
N/A—1,195,801-1,195,801-100%$41.4M———
Baird Financial Group, Inc.
N/A—923,626-923,626-100%$32.0M———
Mason Investment Advisory Services, Inc.
N/A—892,693-892,693-100%$30.9M———
NewEdge Advisors, LLC
N/A—710,858-710,858-100%$24.6M———
Cahill Financial Advisors Inc
N/A—587,439-587,439-100%$20.3M———
Bleakley Financial Group, LLC
N/A—438,575-438,575-100%$15.2M———
Tribridge Partners Financial LLC
N/A—429,116-429,116-100%$14.3M———
Equitable Holdings, Inc.
N/A—379,747-379,747-100%$13.1M———
Vawter Financial, Ltd.
N/A—318,572-318,572-100%$11.0M———
Capital Analysts, LLC
N/A—306,711-306,711-100%$10.6M———
Troutman Wealth Management, LLC
N/A—306,598-306,598-100%$10.6M———
Beto Financial Group, LLC
N/A—236,984-236,984-100%$7.9M———
Riverview Capital Advisers, LLC
N/A—230,943-230,943-100%$8.0M———
Mariner, LLC
N/A—215,707-215,707-100%$7.5M———
HighTower Advisors, LLC
N/A—196,947-196,947-100%$6.8M———
Steward Partners Investment Advisory, LLC
N/A—178,823-178,823-100%$6.2M———
Continuum Advisory, LLC
N/A—173,380-173,380-100%$6.0M———
Harbour Investments, Inc.
N/A—171,692-171,692-100%$5.9M———
Ameritas Advisory Services, LLC
N/A—165,255-165,255-100%$5.7M———
Susquehanna International Group, LLP
N/A—158,979-158,979-100%$5.5M———
Marshall Wace, LLP
N/A—158,399-158,399-100%$5.5M———
EP Wealth Advisors, LLC
N/A—156,703-156,703-100%$5.4M———
Natixis Advisors, LLC
N/A—150,158-150,158-100%$5.2M———
Main Street Financial Solutions, LLC
N/A—138,026-138,026-100%$4.8M———
GTS Securities LLC
N/A—135,878-135,878-100%$4.7M———
Evolve Private Wealth, LLC
N/A—133,178-133,178-100%$4.7M———
Ameritas Investment Partners, Inc.
N/A—126,668-126,668-100%$4.4M———
Summit Financial, LLC
N/A—126,244-126,244-100%$4.4M———
Rockefeller Capital Management L.P.
N/A—122,659-122,659-100%$4.2M———
Advisory Services Network, LLC
N/A—120,640-120,640-100%$4.2M———
Sittner & Nelson, LLC
N/A—113,789-113,789-100%$3.9M———
Tocqueville Asset Management L.P.
N/A—101,685-101,685-100%$3.5M———
Western Wealth Management, LLC
N/A—100,038-100,038-100%$3.5M———
Aspire Growth Partners LLC
N/A—99,250-99,250-100%$3.4M———
Hopwood Nicholas Hunter
N/A—90,380-90,380-100%$3.1M———
Security National Bank of Sioux City Iowa
N/A—73,533-73,533-100%$2.5M———
Aptus Capital Advisors, LLC
N/A—70,101-70,101-100%$2.4M———
Atlas Legacy Advisors, LLC
N/A—63,093-63,093-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—60,107-60,107-100%$2.1M———
Rehmann Capital Advisory Group
N/A—59,081-59,081-100%$2.0M———
Vestmark Advisory Solutions, Inc.
N/A—50,865-50,865-100%$1.8M———
Swisher Financial Concepts, Inc.
N/A—46,460-46,460-100%$1.6M———
Rothschild Investment LLC
N/A—46,335-46,335-100%$1.6M———
Duncan Williams Asset Management, LLC
N/A—44,939-44,939-100%$1.6M———
Cvfg LLC
N/A—43,947-43,947-100%$1.5M———
5T Wealth, LLC
N/A—43,172-43,172-100%$1.5M———
Sanctuary Advisors, LLC
N/A—41,935-41,935-100%$1.5M———
Rather & Kittrell, Inc.
N/A—40,406-40,406-100%$1.4M———
Atlanta Consulting Group Advisors, LLC
N/A—39,974-39,974-100%$1.4M———
Global Retirement Partners, LLC
N/A—37,312-37,312-100%$1.3M———
Greykasell Wealth Strategies, Inc.
N/A—36,490-36,490-100%$1.3M———
IFG Advisory, LLC
N/A—36,394-36,394-100%$1.3M———
Essex Financial Services, Inc.
N/A—36,226-36,226-100%$1.3M———
Advyzon Investment Management, LLC
N/A—36,154-36,154-100%$1.3M———
Northern Trust Corp
N/A—35,774-35,774-100%$1.2M———
Barnes Pettey Financial Advisors, LLC
N/A—34,978-34,978-100%$1.2M———
Stephens Inc
N/A—34,483-34,483-100%$1.2M———
Arkadios Wealth Advisors
N/A—31,991-31,991-100%$1.1M———
Alpha Financial Partners LLC
N/A—30,411-30,411-100%$1.1M———
HighPoint Advisor Group LLC
N/A—30,225-30,225-100%$1.0M———
Kintra Wealth, LLC
N/A—29,503-29,503-100%$1.0M———
Bridgewealth Advisory Group, LLC
N/A—28,679-28,679-100%$992.9K———
OneDigital Investment Advisors LLC
N/A—28,445-28,445-100%$984.8K———
Wealthspire Retirement, LLC
N/A—27,387-27,387-100%$948.1K———
AQR Capital Management LLC
N/A—27,077-27,077-100%$937.4K———
Principal Securities, Inc.
N/A—25,362-25,362-100%$878.0K———
Zacks Investment Management
N/A—25,217-25,217-100%$873.0K———
MAI Capital Management
N/A—23,380-23,380-100%$809.4K———
Great Valley Advisor Group, Inc.
N/A—20,193-20,193-100%$699.3K———
Security National Bank of SO DAK
N/A—20,109-20,109-100%$696.2K———
BFC Planning, Inc.
N/A—19,519-19,519-100%$675.8K———
Tradition Wealth Management, LLC
N/A—19,220-19,220-100%$665.4K———
Stonebrook Private Inc.
N/A—19,062-19,062-100%$659.9K———
Arax Advisory Partners
N/A—18,684-18,684-100%$646.8K———
Ausdal Financial Partners, Inc.
N/A—18,453-18,453-100%$638.9K———
Vantus Wealth LLC
N/A—17,621-17,621-100%$610.0K———
Round Rock Advisors LLC
N/A—17,373-17,373-100%$601.5K———
Compton Financial Group, LLC
N/A—16,960-16,960-100%$587.2K———
Bragg Financial Advisors, Inc
N/A—15,825-15,825-100%$547.9K———
Quantinno Capital Management LP
N/A—15,134-15,134-100%$523.9K———
Vigil Wealth Management, LLC
N/A—15,034-15,034-100%$520.5K———
Beacon Pointe Advisors, LLC
N/A—15,010-15,010-100%$519.6K———
Stratos Wealth Partners, Ltd.
N/A—14,891-14,891-100%$515.5K———
Centaurus Financial, Inc.
N/A—14,251-14,251-100%$493.0K———
Keystone Financial Group
N/A—14,141-14,141-100%$489.6K———
Belpointe Asset Management LLC
N/A—13,967-13,967-100%$483.5K———
ST Germain D J Co Inc
N/A—13,722-13,722-100%$475.1K———
Waverly Advisors, LLC
N/A—13,568-13,568-100%$469.7K———
Gateway Wealth Partners, LLC
N/A—13,255-13,255-100%$458.9K———
Intrinsic Value Partners, LLC
N/A—12,850-12,850-100%$444.9K———
Advance Capital Management, Inc.
N/A—12,532-12,532-100%$433.9K———
Integrated Wealth Concepts LLC
N/A—12,321-12,321-100%$426.6K———
World Investment Advisors
N/A—11,848-11,848-100%$349.4K———
IHT Wealth Management, LLC
N/A—11,786-11,786-100%$408.0K———
Octavia Wealth Advisors, LLC
N/A—11,641-11,641-100%$407.8K———
Renaissance Technologies LLC
N/A—10,900-10,900-100%$377.4K———
EQ LLC
N/A—10,732-10,732-100%$371.5K———
Pathstone Holdings, LLC
N/A—10,658-10,658-100%$369.0K———
Cozad Asset Management Inc
N/A—10,476-10,476-100%$362.7K———
Ameriprise Financial Inc
N/A—10,408-10,408-100%$360.3K———
Cary Street Partners Financial LLC
N/A—10,130-10,130-100%$350.7K———
Insigneo Advisory Services, LLC
N/A—9,700-9,700-100%$335.8K———
Carter Financial, LLC
N/A—9,663-9,663-100%$334.5K———
Mutual Advisors, LLC
N/A—8,506-8,506-100%$294.5K———
O'shaughnessy Asset Management, LLC
N/A—7,986-7,986-100%$276.5K———
Harborfront Financial Group LLC
N/A—7,496-7,496-100%$259.5K———
CIM, LLC
N/A—7,322-7,322-100%$253.5K———
Orion Porfolio Solutions, LLC
N/A—7,269-7,269-100%$251.7K———
Hancock Whitney Corp
N/A—6,862-6,862-100%$237.6K———
Faithward Advisors, LLC
N/A—6,853-6,853-100%$237.2K———
Miller Capital Partners, Inc.
N/A—6,760-6,760-100%$234.0K———
Leigh Baldwin & Co., LLC
N/A—6,648-6,648-100%$230.2K———
American Financial Advisors, LLC
N/A—6,452-6,452-100%$223.4K———
XTX Topco Ltd
N/A—6,425-6,425-100%$222.4K———
Presper Financial Architects, LLC
N/A—6,170-6,170-100%$213.6K———
Moneta Group Investment Advisors LLC
N/A—6,004-6,004-100%$207.9K———
Betterment LLC
N/A—5,988-5,988-100%$207.0K———
Evergreen Wealth Partners LLC
N/A—5,818-5,818-100%$201.4K———
FMR LLC
N/A—5,331-5,331-100%$184.6K———
Crewe Advisors LLC
N/A—5,089-5,089-100%$176.2K———
Anchor Investment Management, LLC
N/A—3,743-3,743-100%$129.6K———
Aventura Private Wealth, LLC
N/A—3,502-3,502-100%$121.2K———
National Bank of Canada
N/A—3,186-3,186-100%$110.2K———
Innovative Asset Advisors Group, LLC
N/A—2,387-2,387-100%$83.6K———
ESL Trust Services, LLC
N/A—1,762-1,762-100%$61.0K———
Forum Finance Group S.A.
N/A—824-824-100%$23———
Strategic Investment Solutions, Inc.
N/A—750-750-100%$26.0K———
Investors Portfolio Services LLC
N/A—553-553-100%$19.4K———
Geneos Wealth Management Inc.
N/A—548-548-100%$19.0K———
Mpwm Advisory Solutions, LLC
N/A—371-371-100%$12.8K———
Quent Capital, LLC
N/A—328-328-100%$11.4K———
Medallion Wealth Advisors, LLC
N/A—313-313-100%$10.8K———
Strategic Wealth Partners, Ltd.
N/A—300-300-100%$10.4K———
Vanguard Advisers Inc
N/A—300-300-100%$10.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—280-280-100%$9.7K———
FWL Investment Management, LLC
N/A—185-185-100%$6.4K———
Ancora Advisors LLCA
N/A—104-104-100%$3.6K———
Showing 413 of 413 institutions