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Cap Group Growth Equity (CGGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares64,746,759 from 59,907,998
Change+4,838,761 (+8%)
Value$3.1B (+$243.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares13,192,283 from 13,948,665
Change-756,382 (-5%)
Value$625.7M (-$32.7M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,575,001 from 5,096,748
Change+478,253 (+9%)
Value$264.4M (+$23.9M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares4,873,101 from 4,018,181
Change+854,920 (+21%)
Value$231.1M (+$41.5M)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares3,155,244 from 2,824,513
Change+330,731 (+12%)
Value$149.7M (+$16.3M)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,148,013 from 2,228,768
Change-80,755 (-4%)
Value$101.9M (-$3.3M)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares2,065,738 from 1,930,814
Change+134,924 (+7%)
Value$98.0M (+$6.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,062,246 from 1,444,828
Change+617,418 (+43%)
Value$98.7M (+$30.7M)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares1,826,102 from 1,728,825
Change+97,277 (+6%)
Value$86.6M (+$5.0M)
Filed 2026-11-06
Aprio Wealth Management, LLC
INCREASED
Shares1,779,873 from 1,340,131
Change+439,742 (+33%)
Value$84.4M (+$21.2M)
Filed 2026-10-28
New England Capital Financial Advisors LLC
INCREASED
Shares1,546,363 from 1,531,893
Change+14,470 (+1%)
Value$73.3M (+$1.0M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares1,502,279 from 1,405,335
Change+96,944 (+7%)
Value$68.6M (+$2.2M)
Filed 2026-11-04
JSF Financial, LLC
INCREASED
Shares1,486,734 from 1,439,179
Change+47,555 (+3%)
Value$70.5M (+$2.6M)
Filed 2026-10-22
Confluence Wealth Services, Inc.
INCREASED
Shares1,437,881 from 1,340,317
Change+97,564 (+7%)
Value$68.2M (+$4.9M)
Filed 2026-11-05
Johnson Bixby & Associates, LLC
DECREASED
Shares1,411,799 from 1,430,786
Change-18,987 (-1%)
Value$67.0M (-$571.5K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares1,283,548 from 688,721
Change+594,827 (+86%)
Value$60.9M (+$28.4M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares1,115,207 from 1,116,891
Change-1,684 (0%)
Value$52.9M (+$177.0K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares1,001,593 from 818,413
Change+183,180 (+22%)
Value$47.5M (+$8.9M)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares961,621 from 889,658
Change+71,963 (+8%)
Value$45.6M (+$3.6M)
Filed 2026-10-19
Summit Investment Advisory Services, LLC
INCREASED
Shares958,358 from 934,072
Change+24,286 (+3%)
Value$45.5M (+$1.4M)
Filed 2026-11-03
Barclays PLC
INCREASED
Shares836,243 from 738,782
Change+97,461 (+13%)
Value$39.7M (+$4.8M)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares826,571 from 821,015
Change+5,556 (+1%)
Value$39.2M (+$452.3K)
Filed 2026-10-29
Eclectic Associates Inc
INCREASED
Shares825,418 from 801,949
Change+23,469 (+3%)
Value$39.1M (+$1.3M)
Filed 2026-10-09
Savant Capital, LLC
INCREASED
Shares814,001 from 398,816
Change+415,185 (+104%)
Value$38.6M (+$20.0M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares813,767 from 808,798
Change+4,969 (+1%)
Value$38.6M (+$421.7K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares808,535 from 16,359
Change+792,176 (+4842%)
Value$38.3M (+$37.6M)
Filed 2026-11-03
Ergawealth Advisors, Inc.
INCREASED
Shares798,990 from 796,941
Change+2,049 (+0%)
Value$37.9M (+$280.5K)
Filed 2026-10-21
Wealth Science Advisors LLC
INCREASED
Shares756,850 from 715,819
Change+41,031 (+6%)
Value$35.9M (+$2.1M)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares749,889 from 604,049
Change+145,840 (+24%)
Value$35.6M (+$7.1M)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares643,565 from 671,322
Change-27,757 (-4%)
Value$30.5M (-$1.2M)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares630,124 from 600,338
Change+29,786 (+5%)
Value$29.9M (+$1.6M)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED
Shares557,309 from 544,477
Change+12,832 (+2%)
Value$26.4M (+$721.7K)
Filed 2026-11-03
Financial Council, LLC
INCREASED
Shares546,385 from 516,393
Change+29,992 (+6%)
Value$25.9M (+$1.5M)
Filed 2026-11-02
Valley National Advisers Inc
DECREASED
Shares537,517 from 553,097
Change-15,580 (-3%)
Value$25.5M (-$611.7K)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares510,623 from 500,616
Change+10,007 (+2%)
Value$24.2M (+$589.8K)
Filed 2026-10-22
Greenbush Financial Group, LLC
DECREASED
Shares495,067 from 496,641
Change-1,574 (0%)
Value$23.5M (+$39.6K)
Filed 2026-10-15
Lynch & Associates
INCREASED
Shares485,392 from 73,635
Change+411,757 (+559%)
Value$23.0M (+$19.5M)
Filed 2026-10-13
Souders Financial Advisors
INCREASED
Shares479,118 from 455,871
Change+23,247 (+5%)
Value$22.7M (+$1.2M)
Filed 2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares469,722 from 409,953
Change+59,769 (+15%)
Value$22.3M (+$5.8M)
Filed 2026-10-14
Stonebridge Financial Group, LLC
INCREASED
Shares469,504 from 443,161
Change+26,343 (+6%)
Value$22.3M (+$1.4M)
Filed 2026-10-01
AdvisorNet Financial, Inc
DECREASED
Shares460,000 from 486,421
Change-26,421 (-5%)
Value$21.8M (-$1.2M)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares447,482 from 381,423
Change+66,059 (+17%)
Value$21.2M (+$3.2M)
Filed 2026-11-04
Challenger Wealth Management
INCREASED
Shares433,439 from 429,347
Change+4,092 (+1%)
Value$20.6M (+$292.9K)
Filed 2026-10-30
Main Line Retirement Advisors, LLC
INCREASED
Shares408,056 from 387,263
Change+20,793 (+5%)
Value$19.4M (+$1.1M)
Filed 2026-10-14
Adamsbrown Wealth Consultants LLC
DECREASED
Shares406,327 from 1,113,600
Change-707,273 (-64%)
Value$19.3M (-$33.3M)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares404,589 from 438,510
Change-33,921 (-8%)
Value$19.2M (-$1.5M)
Filed 2026-10-08
Founders Financial Securities LLC
INCREASED
Shares402,602 from 358,394
Change+44,208 (+12%)
Value$19.1M (+$2.2M)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares399,790 from 364,052
Change+35,738 (+10%)
Value$19.0M (+$1.8M)
Filed 2026-10-26
Ferguson Shapiro LLC
INCREASED
Shares391,443 from 377,053
Change+14,390 (+4%)
Value$18.6M (+$769.3K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares380,859 from 372,036
Change+8,823 (+2%)
Value$18.1M (+$504.1K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares370,344 from 405,900
Change-35,556 (-9%)
Value$17.6M (-$1.6M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares368,765 from 352,779
Change+15,986 (+5%)
Value$17.5M (+$839.4K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
INCREASED
Shares357,493 from 297,842
Change+59,651 (+20%)
Value$17.0M (+$2.9M)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares354,915 from 370,723
Change-15,808 (-4%)
Value$16.8M (-$664.5K)
Filed 2026-10-23
CLG LLC
INCREASED
Shares353,333 from 348,324
Change+5,009 (+1%)
Value$16.8M (+$317.7K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares345,768 from 328,902
Change+16,866 (+5%)
Value$16.4M (+$875.6K)
Filed 2026-11-04
Gutierrez Wealth Advisory, LLC
INCREASED
Shares339,236 from 314,234
Change+25,002 (+8%)
Value$16.1M (+$1.3M)
Filed 2026-11-02
Midwest Heritage Bank, FSB
DECREASED
Shares339,032 from 341,589
Change-2,557 (-1%)
Value$16.1M (-$42.7K)
Filed 2026-10-26
Michael Brady & Co., LLC
DECREASED
Shares338,508 from 346,498
Change-7,990 (-2%)
Value$16.1M (-$299.3K)
Filed 2026-10-23
Fulton Bank, N.A.
INCREASED
Shares329,818 from 208,231
Change+121,587 (+58%)
Value$15.6M (+$5.8M)
Filed 2026-10-14
Ballew Advisors, Inc
INCREASED
Shares312,266 from 304,720
Change+7,546 (+2%)
Value$14.9M (+$750.8K)
Filed 2026-10-05
Bedel Financial Consulting, Inc.
INCREASED
Shares303,848 from 297,114
Change+6,734 (+2%)
Value$14.4M (+$387.7K)
Filed 2026-11-06
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares298,170 from 293,910
Change+4,260 (+1%)
Value$14.1M (+$269.7K)
Filed 2026-10-29
James T. Borello RIA
INCREASED
Shares294,628 from 260,412
Change+34,216 (+13%)
Value$14.0M (+$1.7M)
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares281,380 from 269,258
Change+12,122 (+5%)
Value$13.3M (+$636.9K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares278,970 from 266,889
Change+12,081 (+5%)
Value$13.2M (+$634.4K)
Filed 2026-10-23
Armor Investment Advisors, LLC
DECREASED
Shares278,962 from 281,913
Change-2,951 (-1%)
Value$13.2M (-$75.1K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
INCREASED
Shares271,059 from 246,953
Change+24,106 (+10%)
Value$12.9M (+$1.2M)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares256,325 from 251,018
Change+5,307 (+2%)
Value$12.2M (+$309.4K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares255,641 from 251,224
Change+4,417 (+2%)
Value$12.1M (+$267.3K)
Filed 2026-10-26
McCollum Christoferson Group LLC
DECREASED
Shares253,752 from 295,409
Change-41,657 (-14%)
Value$11.2M (-$1.9M)
Filed 2026-10-13
Genesis Private Wealth, LLC
INCREASED
Shares247,168 from 243,198
Change+3,970 (+2%)
Value$11.7M (+$244.2K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares245,805 from 249,288
Change-3,483 (-1%)
Value$11.7M (-$107.9K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares245,459 from 244,654
Change+805 (+0%)
Value$11.5M (+$556.3K)
Filed 2026-11-02
Dean, Jacobson Financial Services, LLC
INCREASED
Shares244,731 from 230,594
Change+14,137 (+6%)
Value$11.6M (+$723.5K)
Filed 2026-10-29
KWB Wealth
INCREASED
Shares243,471 from 177,582
Change+65,889 (+37%)
Value$11.5M (+$3.2M)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares241,256 from 241,617
Change-361 (0%)
Value$11.4M (+$38.5K)
Filed 2026-10-28
Boyer Financial Services, Inc.
INCREASED
Shares235,198 from 229,402
Change+5,796 (+3%)
Value$11.2M (+$481.4K)
Filed 2026-10-23
Financial Security Advisor, Inc.
DECREASED
Shares234,844 from 260,075
Change-25,231 (-10%)
Value$11.1M (-$1.1M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares234,519 from 49,018
Change+185,501 (+378%)
Value$11.1M (+$8.8M)
Filed 2026-11-05
tru Independence LLC
INCREASED
Shares231,237 from 223,661
Change+7,576 (+3%)
Value$11.0M (+$410.8K)
Filed 2026-10-20
Smith Thornton Advisors LLC
INCREASED
Shares229,823 from 223,806
Change+6,017 (+3%)
Value$10.9M (+$538.3K)
Filed 2026-10-16
rebel Financial LLC
DECREASED
Shares227,947 from 244,156
Change-16,209 (-7%)
Value$10.8M (-$719.3K)
Filed 2026-11-04
Quantum Financial Partners LLC
DECREASED
Shares227,460 from 247,649
Change-20,189 (-8%)
Value$10.8M (-$900.6K)
Filed 2026-10-19
BetterWealth, LLC
INCREASED
Shares223,855 from 219,968
Change+3,887 (+2%)
Value$10.6M (+$234.9K)
Filed 2026-10-15
Equity Wealth Partners, LLC
INCREASED
Shares220,296 from 168,796
Change+51,500 (+31%)
Value$10.4M (+$2.5M)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
DECREASED
Shares219,719 from 220,429
Change-710 (0%)
Value$10.4M (+$17.1K)
Filed 2026-10-22
McCarthy Asset Management, Inc.
INCREASED
Shares219,602 from 214,639
Change+4,963 (+2%)
Value$10.4M (+$284.8K)
Filed 2026-10-20
Flynn Zito Capital Management, LLC
DECREASED
Shares217,337 from 229,479
Change-12,142 (-5%)
Value$10.3M (-$523.1K)
Filed 2026-11-04
Burford Brothers, Inc.
INCREASED
Shares211,057 from 208,999
Change+2,058 (+1%)
Value$10.0M (+$145.7K)
Filed 2026-10-21
Investmark Advisory Group LLC
DECREASED
Shares201,702 from 204,766
Change-3,064 (-1%)
Value$9.6M (-$98.2K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares192,392 from 76,491
Change+115,901 (+152%)
Value$9.1M (+$5.5M)
Filed 2026-11-06
Charter Capital Management, Llc\de
INCREASED
Shares191,446 from 181,234
Change+10,212 (+6%)
Value$9.1M (+$526.0K)
Filed 2026-10-28
M.E. Allison & Co., Inc.
INCREASED
Shares189,720 from 180,590
Change+9,130 (+5%)
Value$9.0M (+$474.6K)
Filed 2026-10-09
Ridgeline Wealth Planning, LLC
INCREASED
Shares189,695 from 181,692
Change+8,003 (+4%)
Value$9.0M (+$421.4K)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares184,844 from 175,411
Change+9,433 (+5%)
Value$8.7M (+$411.6K)
Filed 2026-10-23
Financial Management Network Inc
INCREASED
Shares183,617 from 166,253
Change+17,364 (+10%)
Value$8.8M (+$1.2M)
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares182,691 from 178,267
Change+4,424 (+2%)
Value$8.7M (+$250.8K)
Filed 2026-10-29
Modera Wealth Management, LLC
NEW
Shares181,833
Change+181,833
Value$8.6M
Filed 2026-10-28
Stewardship Concepts Financial Services LLC
DECREASED
Shares180,022 from 185,603
Change-5,581 (-3%)
Value$8.5M (-$222.0K)
Filed 2026-10-06
Beacon Financial Group
DECREASED
Shares176,247 from 179,197
Change-2,950 (-2%)
Value$8.4M (-$98.7K)
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares175,028 from 152,591
Change+22,437 (+15%)
Value$8.3M (+$1.1M)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares174,780 from 168,863
Change+5,917 (+4%)
Value$8.3M (+$319.5K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares174,144 from 172,323
Change+1,821 (+1%)
Value$8.3M (+$126.0K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares171,218 from 128,146
Change+43,072 (+34%)
Value$8.1M (+$2.1M)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares168,475 from 147,520
Change+20,955 (+14%)
Value$8.0M (+$1.0M)
Filed 2026-11-04
Olistico Wealth, LLC
INCREASED
Shares167,041 from 164,137
Change+2,904 (+2%)
Value$7.9M (+$175.5K)
Filed 2026-10-05
Legacy Solutions, LLC
DECREASED
Shares165,161 from 170,451
Change-5,290 (-3%)
Value$7.8M (-$211.7K)
Filed 2026-10-07
Atria Investments, Inc
INCREASED
Shares162,981 from 146,019
Change+16,962 (+12%)
Value$7.7M (+$838.1K)
Filed 2026-10-15
Lantz Financial LLC
INCREASED
Shares161,991 from 154,731
Change+7,260 (+5%)
Value$7.7M (+$379.9K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares161,857 from 106,408
Change+55,449 (+52%)
Value$7.7M (+$2.7M)
Filed 2026-11-03
A&I Financial Services, LLC
INCREASED
Shares154,811 from 142,651
Change+12,160 (+9%)
Value$7.3M (+$609.6K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares152,549 from 145,831
Change+6,718 (+5%)
Value$7.2M (+$352.2K)
Filed 2026-11-05
CWS Financial Advisors, LLC
INCREASED
Shares146,899 from 141,395
Change+5,504 (+4%)
Value$7.0M (+$293.6K)
Filed 2026-10-16
Langley Wealth Management, LLC
INCREASED
Shares146,284 from 140,494
Change+5,790 (+4%)
Value$6.9M (+$306.9K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
DECREASED
Shares144,308 from 145,575
Change-1,267 (-1%)
Value$6.8M (-$26.5K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares141,294 from 140,693
Change+601 (+0%)
Value$6.7M (+$28.3K)
Filed 2026-11-06
PKS Advisory Services, LLC
UNCHANGED
Shares140,955 from 140,955
Change0 (0%)
Value$6.7M ($0)
Filed 2026-10-26
Magnus Financial Group LLC
INCREASED
Shares140,684 from 132,931
Change+7,753 (+6%)
Value$6.7M (+$398.3K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares138,567 from 121,347
Change+17,220 (+14%)
Value$6.6M (+$844.7K)
Filed 2026-10-29
Beacon Financial Advisory LLC
INCREASED
Shares137,101 from 129,294
Change+7,807 (+6%)
Value$6.5M (+$400.0K)
Filed 2026-10-16
APS Management Group, Inc.
DECREASED
Shares136,320 from 197,599
Change-61,279 (-31%)
Value$6.5M (-$2.9M)
Filed 2026-10-14
NWF Advisory Services Inc.
DECREASED
Shares131,598 from 131,676
Change-78 (0%)
Value$6.2M (+$26.6K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares129,216 from 177,670
Change-48,454 (-27%)
Value$6.1M (-$2.3M)
Filed 2026-10-21
Kuhn & Co Investment Counsel
DECREASED
Shares126,972 from 128,639
Change-1,667 (-1%)
Value$6.0M (-$49.5K)
Filed 2026-10-29
Accel Wealth Management
INCREASED
Shares126,190 from 118,518
Change+7,672 (+6%)
Value$6.0M (+$391.1K)
Filed 2026-10-13
Townsend Asset Management Corp
DECREASED
Shares125,948 from 126,599
Change-651 (-1%)
Value$6.0M (-$1.8K)
Filed 2026-10-29
Cooper Financial Group
INCREASED
Shares123,057 from 122,704
Change+353 (+0%)
Value$5.8M (+$45.0K)
Filed 2026-10-07
Destiny Wealth Partners, LLC
INCREASED
Shares123,028 from 110,311
Change+12,717 (+12%)
Value$5.6M (+$645.4K)
Filed 2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares110,412 from 108,296
Change+2,116 (+2%)
Value$5.2M (+$125.2K)
Filed 2026-10-14
IMG Wealth Management, Inc.
INCREASED
Shares110,179 from 108,066
Change+2,113 (+2%)
Value$5.2M (+$125.1K)
Filed 2026-10-27
NewCorp Financial Services, Inc.
DECREASED
Shares105,912 from 149,416
Change-43,504 (-29%)
Value$5.0M (-$2.0M)
Filed 2026-10-14
Latitude Advisors, LLC
INCREASED
Shares103,248 from 87,341
Change+15,907 (+18%)
Value$4.9M (+$774.6K)
Filed 2026-10-27
True Blue Financial, LLC
DECREASED
Shares103,233 from 105,788
Change-2,555 (-2%)
Value$4.9M (-$96.9K)
Filed 2026-10-15
Hopwood Financial Services, Inc.
INCREASED
Shares96,875 from 95,742
Change+1,133 (+1%)
Value$4.6M (+$75.8K)
Filed 2026-10-29
Selby Wealth Management, LLC
INCREASED
Shares92,733 from 86,443
Change+6,290 (+7%)
Value$4.4M (+$318.2K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED
Shares90,828 from 86,679
Change+4,149 (+5%)
Value$4.3M (+$216.7K)
Filed 2026-10-19
Seamount Financial Group Inc
INCREASED
Shares87,438 from 82,343
Change+5,095 (+6%)
Value$4.1M (+$260.6K)
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares85,674 from 83,957
Change+1,717 (+2%)
Value$4.1M (+$100.7K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares85,674 from 83,957
Change+1,717 (+2%)
Value$4.1M (+$100.7K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares85,634 from 89,428
Change-3,794 (-4%)
Value$4.1M (-$159.4K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares85,371 from 81,774
Change+3,597 (+4%)
Value$4.0M (+$189.4K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares85,350 from 80,655
Change+4,695 (+6%)
Value$4.0M (+$241.2K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares84,820 from 83,239
Change+1,581 (+2%)
Value$4.0M (+$94.1K)
Filed 2026-11-05
Transcendent Capital Group LLC
INCREASED
Shares83,401 from 77,660
Change+5,741 (+7%)
Value$4.0M (+$290.1K)
Filed 2026-10-28
Warner Financial, Inc
INCREASED
Shares82,718 from 78,372
Change+4,346 (+6%)
Value$3.9M (+$224.1K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
INCREASED
Shares82,554 from 81,796
Change+758 (+1%)
Value$3.9M (+$52.5K)
Filed 2026-11-05
Alchemi Wealth, LLC
INCREASED
Shares82,238 from 82,207
Change+31 (+0%)
Value$3.9M (+$20.4K)
Filed 2026-11-04
Barrett & Company, Inc.
DECREASED
Shares81,462 from 82,948
Change-1,486 (-2%)
Value$3.9M (-$51.4K)
Filed 2026-10-22
Harpswell Capital Advisors, LLC
DECREASED
Shares81,200 from 96,850
Change-15,650 (-16%)
Value$3.9M (-$720.0K)
Filed 2026-10-09
Parkside Investments, LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$3.8M (+$18.4K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares79,662 from 81,664
Change-2,002 (-2%)
Value$3.8M (-$76.1K)
Filed 2026-10-26
Lincoln Capital LLC
INCREASED
Shares78,569 from 72,265
Change+6,304 (+9%)
Value$3.7M (+$318.9K)
Filed 2026-10-09
Kelleher Financial Advisors
INCREASED
Shares78,540 from 74,082
Change+4,458 (+6%)
Value$3.7M (+$228.5K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares78,269 from 135,216
Change-56,947 (-42%)
Value$3.7M (-$2.7M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares77,410 from 41,748
Change+35,662 (+85%)
Value$3.7M (+$1.7M)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares76,641 from 52,080
Change+24,561 (+47%)
Value$3.6M (+$1.2M)
Filed 2026-11-04
Signature Resources Capital Management, LLC
DECREASED
Shares75,841 from 76,234
Change-393 (-1%)
Value$3.6M (-$1.1K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares74,892 from 66,459
Change+8,433 (+13%)
Value$3.6M (+$416.8K)
Filed 2026-10-30
Worthington Financial Partners, LLC
INCREASED
Shares74,544 from 72,834
Change+1,710 (+2%)
Value$3.5M (+$97.8K)
Filed 2026-10-13
Cora Capital Advisors LLC
INCREASED
Shares73,869 from 64,202
Change+9,667 (+15%)
Value$3.5M (+$473.3K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares72,858 from 68,294
Change+4,564 (+7%)
Value$3.5M (+$429.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares72,858 from 68,294
Change+4,564 (+7%)
Value$3.5M (+$429.3K)
Filed 2026-10-20
Bill Few Associates, Inc.
INCREASED
Shares70,467 from 69,239
Change+1,228 (+2%)
Value$3.3M (+$74.1K)
Filed 2026-10-09
Fjell Capital, LLC
INCREASED
Shares68,752 from 68,042
Change+710 (+1%)
Value$3.3M (+$49.3K)
Filed 2026-10-13
Investment Advisory Services Inc
INCREASED
Shares66,478 from 63,404
Change+3,074 (+5%)
Value$3.2M (+$160.4K)
Filed 2026-10-27
Investment Planning Advisors, Inc.
DECREASED
Shares64,811 from 66,409
Change-1,598 (-2%)
Value$3.1M (-$60.5K)
Filed 2026-10-14
Entruity Wealth, LLC
INCREASED
Shares63,672 from 63,164
Change+508 (+1%)
Value$3.0M (+$38.6K)
Filed 2026-11-06
BNB Wealth Management, LLC
DECREASED
Shares62,100 from 124,194
Change-62,094 (-50%)
Value$2.9M (-$2.9M)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares59,189 from 58,437
Change+752 (+1%)
Value$2.8M (+$47.4K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED
Shares58,974 from 57,230
Change+1,744 (+3%)
Value$2.8M (+$95.9K)
Filed 2026-10-20
Saxony Capital Management, LLC
INCREASED
Shares58,321 from 55,568
Change+2,753 (+5%)
Value$2.8M (+$143.4K)
Filed 2026-10-15
Financial Perspectives, Inc
INCREASED
Shares57,403 from 56,715
Change+688 (+1%)
Value$2.7M (+$45.7K)
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED
Shares56,811 from 50,028
Change+6,783 (+14%)
Value$2.7M (+$333.2K)
Filed 2026-10-28
Colonial River Investments, LLC
INCREASED
Shares55,609 from 40,663
Change+14,946 (+37%)
Value$2.6M (+$718.2K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares54,772 from 59,625
Change-4,853 (-8%)
Value$2.6M (-$216.5K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
INCREASED
Shares53,859 from 50,521
Change+3,338 (+7%)
Value$2.6M (+$169.9K)
Filed 2026-10-23
CapWealth Advisors, LLC
DECREASED
Shares53,392 from 55,309
Change-1,917 (-3%)
Value$2.5M (-$78.2K)
Filed 2026-10-05
MSH Capital Advisors LLC
INCREASED
Shares53,071 from 40,813
Change+12,258 (+30%)
Value$2.5M (+$590.7K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares51,766 from 7,002
Change+44,764 (+639%)
Value$2.5M (+$2.1M)
Filed 2026-10-16
Junk Investment Group, LLC
INCREASED
Shares51,289 from 41,480
Change+9,809 (+24%)
Value$2.4M (+$474.8K)
Filed 2026-10-19
Gemmer Asset Management LLC
DECREASED
Shares51,264 from 51,345
Change-81 (0%)
Value$2.4M (+$8.0K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares51,229 from 41,501
Change+9,728 (+23%)
Value$2.4M (+$471.0K)
Filed 2026-10-29
Trinity Wealth Management, LLC
DECREASED
Shares50,539 from 54,620
Change-4,081 (-7%)
Value$2.4M (-$181.0K)
Filed 2026-10-13
Weil Company, Inc.
INCREASED
Shares50,265 from 46,535
Change+3,730 (+8%)
Value$2.4M (+$187.6K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares48,656 from 46,859
Change+1,797 (+4%)
Value$2.3M (+$96.0K)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
DECREASED
Shares47,339 from 48,597
Change-1,258 (-3%)
Value$2.3M (+$33.3K)
Filed 2026-10-19
Hunter Associates Investment Management LLC
INCREASED
Shares47,049 from 38,232
Change+8,817 (+23%)
Value$2.2M (+$430.0K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
INCREASED
Shares45,855 from 41,474
Change+4,381 (+11%)
Value$2.2M (+$217.3K)
Filed 2026-11-02
Fermata Advisors, LLC
INCREASED
Shares45,675 from 44,828
Change+847 (+2%)
Value$2.2M (+$50.5K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares45,031 from 44,732
Change+299 (+1%)
Value$2.1M (+$24.5K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares44,459 from 36,041
Change+8,418 (+23%)
Value$2.1M (+$407.6K)
Filed 2026-11-04
Clearview Wealth Management LLC
INCREASED
Shares44,104 from 25,617
Change+18,487 (+72%)
Value$2.1M (+$914.5K)
Filed 2026-10-16
Vicus Capital
INCREASED
Shares42,849 from 37,085
Change+5,764 (+16%)
Value$2.0M (+$281.9K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares40,184
Change+40,184
Value$1.9M
Filed 2026-11-04
Absolute Capital Management, LLC
DECREASED
Shares40,006 from 48,104
Change-8,098 (-17%)
Value$1.9M (-$373.0K)
Filed 2026-10-16
Nautilus Advisors LLC
INCREASED
Shares39,912 from 39,877
Change+35 (+0%)
Value$1.9M (+$16.4K)
Filed 2026-10-07
Advisor OS, LLC
NEW
Shares39,697
Change+39,697
Value$1.9M
Filed 2026-11-03
Wealthcare Capital Partners, LLC
DECREASED
Shares39,270 from 39,876
Change-606 (-2%)
Value$1.9M (-$19.6K)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
INCREASED
Shares38,842 from 38,114
Change+728 (+2%)
Value$1.8M (+$43.3K)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares38,153 from 34,638
Change+3,515 (+10%)
Value$1.8M (+$175.0K)
Filed 2026-10-28
Fiduciary Alliance LLC
INCREASED
Shares37,691 from 37,379
Change+312 (+1%)
Value$1.8M (+$23.4K)
Filed 2026-10-13
Platt Wealth Management LLC
DECREASED
Shares37,448 from 41,221
Change-3,773 (-9%)
Value$1.8M (-$169.0K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
INCREASED
Shares37,113 from 36,683
Change+430 (+1%)
Value$1.8M (+$28.8K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares36,847 from 36,488
Change+359 (+1%)
Value$1.7M (+$25.4K)
Filed 2026-10-14
Private Client Services, LLC
INCREASED
Shares36,383 from 27,485
Change+8,898 (+32%)
Value$1.7M (+$428.3K)
Filed 2026-10-02
Westside Investment Management, Inc.
DECREASED
Shares36,225 from 38,655
Change-2,430 (-6%)
Value$1.7M (-$106.3K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares35,581 from 35,526
Change+55 (+0%)
Value$1.7M (+$10.8K)
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares35,174 from 33,795
Change+1,379 (+4%)
Value$1.7M (+$73.2K)
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares34,778 from 34,882
Change-104 (0%)
Value$1.6M (+$3.1K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares34,203
Change+34,203
Value$1.6M
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares33,765 from 28,860
Change+4,905 (+17%)
Value$1.6M (+$250.5K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares32,845 from 32,714
Change+131 (+0%)
Value$1.6M (+$13.7K)
Filed 2026-11-05
Fourpath Capital Management, LLC
INCREASED
Shares31,782 from 29,663
Change+2,119 (+7%)
Value$1.5M (+$107.4K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares31,281 from 35,489
Change-4,208 (-12%)
Value$1.5M (-$191.4K)
Filed 2026-10-13
Pines Wealth Management, LLC
DECREASED
Shares31,265 from 33,297
Change-2,032 (-6%)
Value$1.5M (-$88.7K)
Filed 2026-10-21
Silverlake Wealth Management LLC
DECREASED
Shares31,238 from 31,302
Change-64 (0%)
Value$1.5M (+$4.2K)
Filed 2026-10-21
Canandaigua National Trust Co of Florida
NEW
Shares30,983
Change+30,983
Value$1.5M
Filed 2026-10-07
Central Trust Co
DECREASED
Shares30,882 from 31,373
Change-491 (-2%)
Value$1.5M (-$16.1K)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares30,704 from 28,011
Change+2,693 (+10%)
Value$1.5M (+$134.2K)
Filed 2026-10-14
Capital Management Associates, Inc
INCREASED
Shares30,621 from 28,089
Change+2,532 (+9%)
Value$1.5M (+$126.6K)
Filed 2026-10-20
NavPoint Financial, Inc.
DECREASED
Shares29,709 from 31,165
Change-1,456 (-5%)
Value$1.4M (-$61.9K)
Filed 2026-10-21
Professional Financial Advisors, LLC
INCREASED
Shares29,411 from 29,190
Change+221 (+1%)
Value$1.4M (+$17.2K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares28,893 from 29,185
Change-292 (-1%)
Value$1.4M (-$7.1K)
Filed 2026-10-19
M Holdings Securities, Inc.
INCREASED
Shares28,497 from 27,437
Change+1,060 (+4%)
Value$1.3K (+$59)
Filed 2026-11-03
Ashton Thomas Securities, LLC
DECREASED
Shares28,019 from 33,266
Change-5,247 (-16%)
Value$1.3M (-$241.2K)
Filed 2026-10-26
Lantern Wealth Advisors, LLC
INCREASED
Shares27,415 from 27,181
Change+234 (+1%)
Value$1.3M (+$17.4K)
Filed 2026-10-22
KOM Wealth Management Group, LLC
INCREASED
Shares26,928 from 25,717
Change+1,211 (+5%)
Value$1.3M (+$63.3K)
Filed 2026-10-15
CGN Advisors LLC
INCREASED
Shares26,260 from 25,407
Change+853 (+3%)
Value$1.2M (+$46.3K)
Filed 2026-10-21
Mann Financial Group, Inc.
DECREASED
Shares26,177 from 39,806
Change-13,629 (-34%)
Value$1.2M (-$637.3K)
Filed 2026-10-15
Northwest Financial Advisors
INCREASED
Shares25,662 from 23,617
Change+2,045 (+9%)
Value$1.2M (+$102.4K)
Filed 2026-10-27
Melone Private Wealth, LLC
UNCHANGED
Shares24,900 from 24,900
Change0 (0%)
Value$1.2M (+$5.7K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares24,564 from 29,020
Change-4,456 (-15%)
Value$1.2M (-$200.4K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares24,047 from 28,188
Change-4,141 (-15%)
Value$1.1M (-$189.9K)
Filed 2026-10-20
Center For Asset Management LLC
NEW
Shares23,800
Change+23,800
Value$1.1M
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares23,686 from 22,095
Change+1,591 (+7%)
Value$1.1M (+$80.5K)
Filed 2026-10-26
Mascagni Wealth Management, Inc.
INCREASED
Shares23,295 from 18,182
Change+5,113 (+28%)
Value$1.1M (+$246.7K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
DECREASED
Shares21,682 from 22,846
Change-1,164 (-5%)
Value$1.0M (-$50.0K)
Filed 2026-10-29
180 Wealth Advisors, LLC
DECREASED
Shares21,206 from 21,384
Change-178 (-1%)
Value$1.0M (-$3.5K)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares20,978 from 22,336
Change-1,358 (-6%)
Value$995.0K (-$59.3K)
Filed 2026-10-21
Capital Planning LLC
UNCHANGED
Shares19,864 from 19,864
Change0 (0%)
Value$942.1K (+$4.0K)
Filed 2026-10-09
Bright Futures Wealth Management, Llc.
DECREASED
Shares19,167 from 19,386
Change-219 (-1%)
Value$909.1K (-$5.9K)
Filed 2026-10-23
Carnegie Lake Advisors LLC
DECREASED
Shares18,867 from 19,136
Change-269 (-1%)
Value$894.9K (-$8.3K)
Filed 2026-11-06
Brown Miller Wealth Management, LLC
INCREASED
Shares18,669 from 18,668
Change+1 (+0%)
Value$885.5K (+$4.3K)
Filed 2026-11-02
Tortuga Wealth Management, Inc
INCREASED
Shares18,627 from 16,976
Change+1,651 (+10%)
Value$883.7K (+$82.4K)
Filed 2026-10-27
HB Wealth Management, LLC
DECREASED
Shares18,316 from 19,255
Change-939 (-5%)
Value$868.8K (-$40.1K)
Filed 2026-10-23
Wealth Preservation Advisors, LLC
NEW
Shares17,836
Change+17,836
Value$846.0K
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares17,508 from 17,441
Change+67 (+0%)
Value$830.4K (+$7.2K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares17,218 from 17,548
Change-330 (-2%)
Value$816.6K (-$11.6K)
Filed 2026-11-04
Clearwave Capital, LLC
INCREASED
Shares17,154 from 17,147
Change+7 (+0%)
Value$813.6K (+$4.3K)
Filed 2026-10-27
Harmony Asset Management LLC
DECREASED
Shares16,766 from 17,068
Change-302 (-2%)
Value$795.2K (-$10.4K)
Filed 2026-10-20
Processus Wealth & Capital Management, LLC
INCREASED
Shares16,662 from 15,880
Change+782 (+5%)
Value$790.3K (+$40.7K)
Filed 2026-10-16
Blue Zone Wealth Advisors, LLC
DECREASED
Shares16,575 from 17,320
Change-745 (-4%)
Value$786.2K (-$31.4K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
DECREASED
Shares16,365 from 16,372
Change-7 (0%)
Value$776.2K (+$3.4K)
Filed 2026-10-20
Certior Financial Group, LLC
INCREASED
Shares16,148 from 15,486
Change+662 (+4%)
Value$765.9K (+$34.9K)
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares15,912 from 15,938
Change-26 (0%)
Value$754.7K (+$2.0K)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares15,832 from 15,824
Change+8 (+0%)
Value$750.9K (+$3.6K)
Filed 2026-10-14
Intrua Financial, LLC
INCREASED
Shares15,149 from 14,312
Change+837 (+6%)
Value$718.5K (+$43.0K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED
Shares14,917 from 14,917
Change0 (0%)
Value$707.5K (+$3.4K)
Filed 2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares14,880 from 14,885
Change-5 (0%)
Value$700.1K (+$21.3K)
Filed 2026-10-21
Core Wealth Partners LLC
INCREASED
Shares14,811 from 12,638
Change+2,173 (+17%)
Value$702.5K (+$106.0K)
Filed 2026-11-02
Weatherly Asset Management L. P.
UNCHANGED
Shares14,695 from 14,695
Change0 (0%)
Value$697.0K (+$3.4K)
Filed 2026-10-20
Bison Wealth, LLC
UNCHANGED
Shares14,508 from 14,508
Change0 (0%)
Value$699.1K (+$15.8K)
Filed 2026-10-13
Sard Wealth Management Group, LLC
INCREASED
Shares14,154 from 13,059
Change+1,095 (+8%)
Value$671.3K (+$54.9K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
INCREASED
Shares14,139 from 11,482
Change+2,657 (+23%)
Value$670.6K (+$128.7K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED
Shares14,009 from 9,831
Change+4,178 (+43%)
Value$426.2K (+$151.0K)
Filed 2026-11-04
Orba Wealth Advisors, L.L.C.
UNCHANGED
Shares13,653 from 13,653
Change0 (0%)
Value$647.6K (+$3.1K)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares13,531 from 12,923
Change+608 (+5%)
Value$641.8K (+$31.8K)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,290 from 13,229
Change+61 (+0%)
Value$630.3K (+$5.9K)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares13,176 from 11,089
Change+2,087 (+19%)
Value$624.9K (+$101.5K)
Filed 2026-10-22
Sherman Wealth Management LLC
NEW
Shares13,034
Change+13,034
Value$618.2K
Filed 2026-10-16
WealthSpring Partners, LLC
INCREASED
Shares12,724 from 11,330
Change+1,394 (+12%)
Value$603.5K (+$68.7K)
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares12,378
Change+12,378
Value$587.1K
Filed 2026-10-14
Trilogy Capital Inc.
UNCHANGED
Shares12,182 from 12,182
Change0 (0%)
Value$577.8K (+$2.8K)
Filed 2026-10-20
StoneX Group Inc.
DECREASED
Shares11,999 from 15,788
Change-3,789 (-24%)
Value$569.1K (-$176.3K)
Filed 2026-11-03
GSG Advisors LLC
INCREASED
Shares11,828 from 11,821
Change+7 (+0%)
Value$561.0K (+$3.0K)
Filed 2026-11-03
Advisor Resource Council
DECREASED
Shares11,825 from 12,749
Change-924 (-7%)
Value$571.5K (-$29.0K)
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares11,650 from 5,825
Change+5,825 (+100%)
Value$552.6K (+$277.6K)
Filed 2026-10-19
Hicks Capital Management LLC
UNCHANGED
Shares11,259 from 11,259
Change0 (0%)
Value$531.4K ($0)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares11,256 from 15,968
Change-4,712 (-30%)
Value$533.9K (-$219.8K)
Filed 2026-10-27
Cushing Capital Partners, LLC
UNCHANGED
Shares11,075 from 11,075
Change0 (0%)
Value$525.3K (+$2.5K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares10,670 from 5,288
Change+5,382 (+102%)
Value$506.1K (+$256.5K)
Filed 2026-10-14
Landaas & Co
INCREASED
Shares10,486 from 5,474
Change+5,012 (+92%)
Value$497.4K (+$239.0K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares10,422 from 44,059
Change-33,637 (-76%)
Value$494.3K (-$1.6M)
Filed 2026-10-14
Merited Wealth, LLC
DECREASED
Shares10,313 from 22,074
Change-11,761 (-53%)
Value$489.2K (-$552.7K)
Filed 2026-10-13
Versant Capital Management, Inc
DECREASED
Shares10,263 from 10,616
Change-353 (-3%)
Value$486.8K (-$14.3K)
Filed 2026-10-02
Titleist Asset Management, LLC
DECREASED
Shares10,213 from 10,578
Change-365 (-3%)
Value$484.4K (-$14.8K)
Filed 2026-10-08
Adelphi Trust Co
UNCHANGED
Shares10,128 from 10,128
Change0 (0%)
Value$480.4K (+$2.3K)
Filed 2026-10-05
Facet Wealth, Inc.
DECREASED
Shares9,713 from 11,798
Change-2,085 (-18%)
Value$460.7K (-$96.2K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares9,579 from 9,578
Change+1 (+0%)
Value$454.4K (+$2.3K)
Filed 2026-11-03
RIA Advisory Group LLC
DECREASED
Shares9,567 from 16,825
Change-7,258 (-43%)
Value$453.8K (-$340.4K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares9,565 from 9,079
Change+486 (+5%)
Value$453.7K (+$25.1K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares9,402 from 5,537
Change+3,865 (+70%)
Value$446.0K (+$184.6K)
Filed 2026-10-14
FCG Investment Co
NEW
Shares9,263
Change+9,263
Value$439.3K
Filed 2026-10-13
Trek Financial, LLC
NEW
Shares9,082
Change+9,082
Value$430.8K
Filed 2026-10-29
Semus Wealth Partners LLC
INCREASED
Shares8,905 from 8,457
Change+448 (+5%)
Value$422.4K (+$23.2K)
Filed 2026-10-22
Johnson Financial Group, LLC
UNCHANGED
Shares8,653 from 8,653
Change0 (0%)
Value$410.4K (+$2.0K)
Filed 2026-11-03
Gateway Investment Advisers LLC
NEW
Shares8,430
Change+8,430
Value$399.8K
Filed 2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED
Shares8,398 from 8,398
Change0 (0%)
Value$398.3K (+$1.9K)
Filed 2026-10-19
Staley Capital Advisers Inc
NEW
Shares8,369
Change+8,369
Value$396.9K
Filed 2026-11-06
R2 Capital Strategies, LLC
INCREASED
Shares8,279 from 8,274
Change+5 (+0%)
Value$392.7K (+$2.1K)
Filed 2026-10-15
James J. Burns & Company, LLC
DECREASED
Shares8,113 from 8,204
Change-91 (-1%)
Value$384.8K (-$2.5K)
Filed 2026-10-22
Quadrant Capital Group LLC
INCREASED
Shares8,008 from 7,666
Change+342 (+4%)
Value$385.6K (+$23.8K)
Filed 2026-10-20
CRA Financial Services, LLC
UNCHANGED
Shares7,861 from 7,861
Change0 (0%)
Value$372.8K (+$1.8K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares7,824 from 5,757
Change+2,067 (+36%)
Value$371.1K (+$99.4K)
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares7,814 from 7,286
Change+528 (+7%)
Value$370.6K (+$26.7K)
Filed 2026-11-05
Wealthcare Capital Management LLC
UNCHANGED
Shares7,703 from 7,703
Change0 (0%)
Value$365.4K (+$1.8K)
Filed 2026-10-21
Enzi Wealth
NEW
Shares7,678
Change+7,678
Value$369.7K
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares7,639 from 7,632
Change+7 (+0%)
Value$362.3K (+$2.1K)
Filed 2026-10-23
Advisortrust Partners, LLC
INCREASED
Shares7,561 from 6,202
Change+1,359 (+22%)
Value$358.6K (+$65.9K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares7,475 from 2,347
Change+5,128 (+218%)
Value$354.5K (+$243.8K)
Filed 2026-10-13
Realta Investment Advisors
NEW
Shares7,427
Change+7,427
Value$352.3K
Filed 2026-10-14
ProCore Advisors, LLC
DECREASED
Shares7,310 from 16,263
Change-8,953 (-55%)
Value$346.7K (-$420.9K)
Filed 2026-10-14
Russell Investments Group, Ltd.
INCREASED
Shares7,299 from 1,871
Change+5,428 (+290%)
Value$346.2K (+$257.9K)
Filed 2026-11-06
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares7,258 from 7,258
Change0 (0%)
Value$344.2K (+$1.7K)
Filed 2026-10-26
Guidance Capital, Inc
DECREASED
Shares7,234 from 7,237
Change-3 (0%)
Value$328.9K (-$4.5K)
Filed 2026-11-03
Carson Advisory Inc.
INCREASED
Shares7,217 from 7,156
Change+61 (+1%)
Value$342.3K (+$4.6K)
Filed 2026-11-06
SRH Advisors, LLC
INCREASED
Shares6,829 from 375
Change+6,454 (+1721%)
Value$323.9K (+$306.2K)
Filed 2026-10-22
Northland Securities, Inc.
INCREASED
Shares6,780 from 6,545
Change+235 (+4%)
Value$321.6K (+$12.7K)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares6,734 from 6,730
Change+4 (+0%)
Value$319.4K (+$1.6K)
Filed 2026-10-08
Herold Advisors, Inc.
DECREASED
Shares6,494 from 7,234
Change-740 (-10%)
Value$308.0K (-$31.0K)
Filed 2026-10-19
Victory Financial Group, LLC
DECREASED
Shares6,280 from 6,570
Change-290 (-4%)
Value$297.9K (-$12.2K)
Filed 2026-10-27
Clifford Swan Investment Counsel LLC
INCREASED
Shares6,026 from 6,023
Change+3 (+0%)
Value$285.8K (+$1.6K)
Filed 2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares6,003 from 6,000
Change+3 (+0%)
Value$284.7K (+$1.5K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares5,914 from 6,183
Change-269 (-4%)
Value$286.7K (-$4.4K)
Filed 2026-10-09
Money Concepts Capital Corp
DECREASED
Shares5,866 from 6,112
Change-246 (-4%)
Value$278.2K (-$10.3K)
Filed 2026-11-06
HRC Wealth Management, LLC
INCREASED
Shares5,812 from 5,809
Change+3 (+0%)
Value$275.7K (+$1.5K)
Filed 2026-10-16
Wedbush Securities Inc
NEW
Shares5,725
Change+5,725
Value$272.0K
Filed 2026-10-22
Crown Wealth Group, LLC
DECREASED
Shares5,658 from 6,412
Change-754 (-12%)
Value$268.4K (-$34.3K)
Filed 2026-10-19
FinDec Wealth Services, Inc.
UNCHANGED
Shares5,645 from 5,645
Change0 (0%)
Value$267.7K (+$1.3K)
Filed 2026-10-30
Capital Asset Advisory Services LLC
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$260.4K (-$5.8K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares5,631 from 5,397
Change+234 (+4%)
Value$267.1K (+$12.4K)
Filed 2026-10-08
Lewis Asset Management, LLC
INCREASED
Shares5,629 from 5,305
Change+324 (+6%)
Value$267.0K (+$16.6K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
DECREASED
Shares5,575 from 6,825
Change-1,250 (-18%)
Value$264.4K (-$57.7K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares5,547 from 5,660
Change-113 (-2%)
Value$263.1K (-$4.1K)
Filed 2026-10-14
Maia Wealth LLC
NEW
Shares5,513
Change+5,513
Value$261.5K
Filed 2026-10-19
Acorn Financial Advisory Services Inc
INCREASED
Shares5,466 from 5,443
Change+23 (+0%)
Value$259.3K (+$2.4K)
Filed 2026-11-02
First Citizens Bank & Trust Co
INCREASED
Shares5,374 from 4,697
Change+677 (+14%)
Value$254.9K (+$33.2K)
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares5,161 from 5,161
Change0 (0%)
Value$244.8K (+$1.2K)
Filed 2026-10-08
4Wealth Advisors, Inc.
INCREASED
Shares5,128 from 5,026
Change+102 (+2%)
Value$244.8K (+$9.5K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares5,086 from 4,531
Change+555 (+12%)
Value$241.2K (+$27.4K)
Filed 2026-10-13
Cypress Capital, LLC
DECREASED
Shares5,071 from 5,196
Change-125 (-2%)
Value$240.5K (-$4.7K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares5,037
Change+5,037
Value$238.9K
Filed 2026-10-21
Zions Bancorporation, National Association
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$237.2K (+$1.2K)
Filed 2026-11-06
Planned Solutions, Inc.
UNCHANGED
Shares4,971 from 4,971
Change0 (0%)
Value$235.8K (+$1.1K)
Filed 2026-10-19
Convergence Financial, LLC
DECREASED
Shares4,729 from 8,060
Change-3,331 (-41%)
Value$224.3K (-$156.1K)
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$224.1K (+$1.1K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares4,656
Change+4,656
Value$220.8K
Filed 2026-10-21
Wespac Advisors, LLC
DECREASED
Shares4,593 from 6,239
Change-1,646 (-26%)
Value$217.8K (-$76.6K)
Filed 2026-10-26
Southland Equity Partners LLC
INCREASED
Shares4,592 from 4,475
Change+117 (+3%)
Value$217.8K (+$6.6K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares4,558 from 1,366
Change+3,192 (+234%)
Value$216.2K (+$151.7K)
Filed 2026-10-30
Partners Wealth Management, LLC
NEW
Shares4,492
Change+4,492
Value$213.1K
Filed 2026-10-28
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares4,457 from 4,457
Change0 (0%)
Value$211.4K (+$903)
Filed 2026-10-20
Martin Capital Partners, LLC
UNCHANGED
Shares4,388 from 4,388
Change0 (0%)
Value$208.1K (+$1.0K)
Filed 2026-10-07
Thrivent Financial for Lutherans
NEW
Shares4,384
Change+4,384
Value$208.0K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares2,974 from 1,289
Change+1,685 (+131%)
Value$141.0K (+$80.2K)
Filed 2026-11-05
Chilton Capital Management LLC
DECREASED
Shares2,905 from 6,031
Change-3,126 (-52%)
Value$137.8K (-$146.9K)
Filed 2026-10-28
Mather Group, Llc.
UNCHANGED
Shares2,761 from 2,761
Change0 (0%)
Value$131.0K (+$635)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares2,757 from 2,546
Change+211 (+8%)
Value$130.8K (+$10.6K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,732 from 2,732
Change0 (0%)
Value$129.6K (+$628)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares2,609 from 2,434
Change+175 (+7%)
Value$123.7K (+$8.9K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,415 from 2,200
Change+215 (+10%)
Value$114.6K (+$10.7K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
NEW
Shares2,270
Change+2,270
Value$107.7K
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares2,142 from 1,715
Change+427 (+25%)
Value$101.6K (+$20.7K)
Filed 2026-11-05
TrustBank
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$94.9K (+$460)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares1,846 from 1,591
Change+255 (+16%)
Value$87.6K (+$12.5K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares1,759 from 1,772
Change-13 (-1%)
Value$83.4K (-$209)
Filed 2026-10-26
Beacon Financial Strategies Corp
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$80.6K (+$391)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$73.0K (+$1.0K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares1,483 from 443
Change+1,040 (+235%)
Value$70.3K (+$49.4K)
Filed 2026-10-29
North Star Investment Management Corp.
NEW
Shares1,295
Change+1,295
Value$61.4K
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$60.0K (+$291)
Filed 2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$55.9K (+$271)
Filed 2026-10-09
Fairscale Capital, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$51.8K (-$1.8K)
Filed 2026-11-04
Whipplewood Advisors, LLC
DECREASED
Shares1,070 from 3,552
Change-2,482 (-70%)
Value$50.8K (-$116.9K)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$48.8K (+$237)
Filed 2026-10-09
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$47.4K (+$230)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares905
Change+905
Value$42.9K
Filed 2026-10-19
CX Institutional
DECREASED
Shares701 from 4,031
Change-3,330 (-83%)
Value$33 (-$190.0K)
Filed 2026-10-02
IAG Wealth Partners, LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$32.9K (+$159)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$31.3K (+$152)
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$28.6K (+$139)
Filed 2026-10-22
Meriwether Wealth & Planning, LLC
NEW
Shares310
Change+310
Value$14.7K
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.9K (+$58)
Filed 2026-10-26
KFG LLC
NEW
Shares192
Change+192
Value$9.1K
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares186
Change+186
Value$8.8K
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$8.1K (+$40)
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.1K (+$34)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$6.9K (+$33)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares140 from 120
Change+20 (+17%)
Value$6.6K (+$980)
Filed 2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$5.5K (+$27)
Filed 2026-10-06
Arvest Investments, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$5.5K (+$26)
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$4.8K (+$23)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$4.0K (+$19)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares62 from 172
Change-110 (-64%)
Value$2.9K (-$5.2K)
Filed 2026-10-05
Signaturefd, LLC
NEW
Shares51
Change+51
Value$2.4K
Filed 2026-10-23
Nfsg Corp
NEW
Shares40
Change+40
Value$1.9K
Filed 2026-10-15
Decker Retirement Planning Inc.
NEW
Shares34
Change+34
Value$1.6K
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$808 (+$5)
Filed 2026-11-02
KPP Advisory Services LLC
CLOSED
Shares0 from 280,651
Change-280,651 (-100%)
Value$0 (-$13.2M)
Filed 2026-10-26
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 18,934
Change-18,934 (-100%)
Value$0 (-$893.7K)
Filed 2026-10-20
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 17,868
Change-17,868 (-100%)
Value$0 (-$843.4K)
Filed 2026-10-14
Strategic Wealth Investment Group, LLC
CLOSED
Shares0 from 12,533
Change-12,533 (-100%)
Value$0 (-$591.6K)
Filed 2026-10-29
Fisher Asset Management, LLC
CLOSED
Shares0 from 10,778
Change-10,778 (-100%)
Value$0 (-$508.8K)
Filed 2026-11-06
Triad Wealth Partners, LLC
CLOSED
Shares0 from 7,872
Change-7,872 (-100%)
Value$0 (-$360.3K)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 6,846
Change-6,846 (-100%)
Value$0 (-$323.2K)
Filed 2026-11-05
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 6,721
Change-6,721 (-100%)
Value$0 (-$317.2K)
Filed 2026-11-06
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 6,704
Change-6,704 (-100%)
Value$0 (-$316.4K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
CLOSED
Shares0 from 6,637
Change-6,637 (-100%)
Value$0 (-$313.3K)
Filed 2026-10-29
GLR Partners, LLC
CLOSED
Shares0 from 5,325
Change-5,325 (-100%)
Value$0 (-$251.3K)
Filed 2026-11-04
Mission Financial Group, LLC
CLOSED
Shares0 from 5,073
Change-5,073 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-21
Midwest Trust Co
CLOSED
Shares0 from 4,603
Change-4,603 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-22
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 1,640
Change-1,640 (-100%)
Value$0 (-$77.4K)
Filed 2026-10-16
Parallel Advisors, LLC
CLOSED
Shares0 from 1,607
Change-1,607 (-100%)
Value$0 (-$75.9K)
Filed 2026-11-03
Wellington Grp LLC
CLOSED
Shares0 from 760
Change-760 (-100%)
Value$0 (-$30.5K)
Filed 2026-11-06
Oakworth Capital, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$32.9K)
Filed 2026-10-26
Parkside Financial Bank & Trust
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$32.8K)
Filed 2026-10-27
Bokf, NA
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-27
Stone House Investment Management, LLC
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-23
Financial Consulate, Inc
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-23
Bare Financial Services, Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-04
Key FInancial Inc
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 32,389,025
Change-32,389,025 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 28,132,325
Change-28,132,325 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,573,566
Change-17,573,566 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,561,408
Change-16,561,408 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,206,980
Change-16,206,980 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,478,055
Change-14,478,055 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,105,474
Change-13,105,474 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,551,154
Change-11,551,154 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,594,267
Change-10,594,267 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,164,905
Change-9,164,905 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,268,130
Change-8,268,130 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,918,375
Change-5,918,375 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 5,516,760
Change-5,516,760 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,452,603
Change-5,452,603 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,179,335
Change-4,179,335 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,911,584
Change-2,911,584 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,846,782
Change-2,846,782 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,733,600
Change-2,733,600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,602,111
Change-2,602,111 (-100%)
Value—
&partners
N/A
Shares— from 2,262,117
Change-2,262,117 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,187,427
Change-2,187,427 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,055,511
Change-2,055,511 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,022,745
Change-2,022,745 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,986,506
Change-1,986,506 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,604,940
Change-1,604,940 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,412,527
Change-1,412,527 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,396,166
Change-1,396,166 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,324,736
Change-1,324,736 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,316,937
Change-1,316,937 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 925,166
Change-925,166 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 888,354
Change-888,354 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 885,322
Change-885,322 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 879,733
Change-879,733 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 852,025
Change-852,025 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 760,133
Change-760,133 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 741,703
Change-741,703 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 740,320
Change-740,320 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 628,455
Change-628,455 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 618,015
Change-618,015 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 617,766
Change-617,766 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 596,270
Change-596,270 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 591,617
Change-591,617 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 537,947
Change-537,947 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 504,313
Change-504,313 (-100%)
Value—
Stephens Inc
N/A
Shares— from 486,484
Change-486,484 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 485,351
Change-485,351 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 480,715
Change-480,715 (-100%)
Value—
Blair William & Co
N/A
Shares— from 465,338
Change-465,338 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 437,425
Change-437,425 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 420,261
Change-420,261 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 414,707
Change-414,707 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 399,796
Change-399,796 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 399,468
Change-399,468 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 398,621
Change-398,621 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 330,248
Change-330,248 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 326,013
Change-326,013 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 286,345
Change-286,345 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 284,658
Change-284,658 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 279,114
Change-279,114 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 267,941
Change-267,941 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 261,680
Change-261,680 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 261,134
Change-261,134 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 254,782
Change-254,782 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 252,969
Change-252,969 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 250,564
Change-250,564 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 247,507
Change-247,507 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 245,679
Change-245,679 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 237,034
Change-237,034 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 236,593
Change-236,593 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 232,682
Change-232,682 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 229,793
Change-229,793 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 229,587
Change-229,587 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 227,039
Change-227,039 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 222,317
Change-222,317 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 220,603
Change-220,603 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 210,137
Change-210,137 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 209,512
Change-209,512 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 206,047
Change-206,047 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 197,050
Change-197,050 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 196,670
Change-196,670 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 191,298
Change-191,298 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 191,144
Change-191,144 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 190,987
Change-190,987 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 190,242
Change-190,242 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 189,860
Change-189,860 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 189,231
Change-189,231 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 186,851
Change-186,851 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 185,080
Change-185,080 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 180,904
Change-180,904 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 175,366
Change-175,366 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 171,017
Change-171,017 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 168,245
Change-168,245 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 165,676
Change-165,676 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 165,300
Change-165,300 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 164,611
Change-164,611 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 161,724
Change-161,724 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 161,564
Change-161,564 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 157,861
Change-157,861 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 155,308
Change-155,308 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 154,858
Change-154,858 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 153,394
Change-153,394 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 148,267
Change-148,267 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 142,181
Change-142,181 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 139,778
Change-139,778 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 138,348
Change-138,348 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 133,747
Change-133,747 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 133,023
Change-133,023 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 128,616
Change-128,616 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 125,186
Change-125,186 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 116,863
Change-116,863 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 114,700
Change-114,700 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 113,147
Change-113,147 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 112,176
Change-112,176 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 111,876
Change-111,876 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 111,701
Change-111,701 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 109,516
Change-109,516 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 106,710
Change-106,710 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 104,875
Change-104,875 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 103,609
Change-103,609 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 101,176
Change-101,176 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 100,144
Change-100,144 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 95,121
Change-95,121 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 94,671
Change-94,671 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 92,101
Change-92,101 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 92,081
Change-92,081 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 91,935
Change-91,935 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 90,645
Change-90,645 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 88,969
Change-88,969 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 81,936
Change-81,936 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 81,717
Change-81,717 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 78,858
Change-78,858 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 78,790
Change-78,790 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 78,702
Change-78,702 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 78,654
Change-78,654 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 76,257
Change-76,257 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 73,195
Change-73,195 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 72,690
Change-72,690 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 69,522
Change-69,522 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 69,284
Change-69,284 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 67,512
Change-67,512 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 67,400
Change-67,400 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 64,001
Change-64,001 (-100%)
Value—
Nwam LLC
N/A
Shares— from 60,693
Change-60,693 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 58,227
Change-58,227 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 58,160
Change-58,160 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 57,496
Change-57,496 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 57,364
Change-57,364 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 53,698
Change-53,698 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 52,036
Change-52,036 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 47,910
Change-47,910 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 45,620
Change-45,620 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 44,057
Change-44,057 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 39,232
Change-39,232 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 37,828
Change-37,828 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 35,914
Change-35,914 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 35,386
Change-35,386 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 35,158
Change-35,158 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 33,114
Change-33,114 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 32,232
Change-32,232 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 31,686
Change-31,686 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 29,761
Change-29,761 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 28,817
Change-28,817 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 28,103
Change-28,103 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 26,093
Change-26,093 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,040
Change-26,040 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 25,397
Change-25,397 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 25,340
Change-25,340 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,101
Change-25,101 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 24,493
Change-24,493 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 24,401
Change-24,401 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 23,772
Change-23,772 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 23,164
Change-23,164 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 22,809
Change-22,809 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 22,080
Change-22,080 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 21,573
Change-21,573 (-100%)
Value—
CIM, LLC
N/A
Shares— from 20,413
Change-20,413 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,868
Change-19,868 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 19,223
Change-19,223 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 18,938
Change-18,938 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,879
Change-18,879 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 17,901
Change-17,901 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,671
Change-16,671 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 16,583
Change-16,583 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 16,523
Change-16,523 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,351
Change-16,351 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 15,649
Change-15,649 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 15,009
Change-15,009 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 14,885
Change-14,885 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 14,768
Change-14,768 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 14,678
Change-14,678 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 14,430
Change-14,430 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 13,938
Change-13,938 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,568
Change-13,568 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 13,291
Change-13,291 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 13,289
Change-13,289 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 12,958
Change-12,958 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,802
Change-12,802 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 12,533
Change-12,533 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 11,374
Change-11,374 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 10,838
Change-10,838 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,802
Change-10,802 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,260
Change-10,260 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 9,842
Change-9,842 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,833
Change-9,833 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,527
Change-9,527 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 8,101
Change-8,101 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,952
Change-7,952 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,557
Change-6,557 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Capital International Investors
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 5,572
Change-5,572 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 961
Change-961 (-100%)
Value—
Motco
N/A
Shares— from 960
Change-960 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 539
Change-539 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 412
Change-412 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED64,746,75959,907,998+4,838,761+8%$2.8B$3.1B+$243.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED13,192,28313,948,665-756,382-5%$658.4M$625.7M-$32.7M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED5,575,0015,096,748+478,253+9%$240.6M$264.4M+$23.9M2026-11-02
Kestra Advisory Services, LLC
INCREASED4,873,1014,018,181+854,920+21%$189.7M$231.1M+$41.5M2026-11-02
Kestra Investment Management, LLC
INCREASED3,155,2442,824,513+330,731+12%$133.3M$149.7M+$16.3M2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED2,148,0132,228,768-80,755-4%$105.2M$101.9M-$3.3M2026-10-13
Merit Financial Group, LLC
INCREASED2,065,7381,930,814+134,924+7%$91.1M$98.0M+$6.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED2,062,2461,444,828+617,418+43%$68.0M$98.7M+$30.7M2026-10-13
Valmark Advisers, Inc.
INCREASED1,826,1021,728,825+97,277+6%$81.6M$86.6M+$5.0M2026-11-06
Aprio Wealth Management, LLC
INCREASED1,779,8731,340,131+439,742+33%$63.3M$84.4M+$21.2M2026-10-28
New England Capital Financial Advisors LLC
INCREASED1,546,3631,531,893+14,470+1%$72.3M$73.3M+$1.0M2026-11-03
Prospera Financial Services Inc
INCREASED1,502,2791,405,335+96,944+7%$66.3M$68.6M+$2.2M2026-11-04
JSF Financial, LLC
INCREASED1,486,7341,439,179+47,555+3%$67.9M$70.5M+$2.6M2026-10-22
Confluence Wealth Services, Inc.
INCREASED1,437,8811,340,317+97,564+7%$63.3M$68.2M+$4.9M2026-11-05
Johnson Bixby & Associates, LLC
DECREASED1,411,7991,430,786-18,987-1%$67.5M$67.0M-$571.5K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED1,283,548688,721+594,827+86%$32.5M$60.9M+$28.4M2026-10-21
Concurrent Investment Advisors, LLC
DECREASED1,115,2071,116,891-1,6840%$52.7M$52.9M+$177.0K2026-10-16
Assetmark, Inc
INCREASED1,001,593818,413+183,180+22%$38.6M$47.5M+$8.9M2026-10-21
AA Financial Advisors, LLC
INCREASED961,621889,658+71,963+8%$42.0M$45.6M+$3.6M2026-10-19
Summit Investment Advisory Services, LLC
INCREASED958,358934,072+24,286+3%$44.1M$45.5M+$1.4M2026-11-03
Barclays PLC
INCREASED836,243738,782+97,461+13%$34.9M$39.7M+$4.8M2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED826,571821,015+5,556+1%$38.8M$39.2M+$452.3K2026-10-29
Eclectic Associates Inc
INCREASED825,418801,949+23,469+3%$37.9M$39.1M+$1.3M2026-10-09
Savant Capital, LLC
INCREASED814,001398,816+415,185+104%$18.6M$38.6M+$20.0M2026-11-06
D.A. Davidson & Co.
INCREASED813,767808,798+4,969+1%$38.2M$38.6M+$421.7K2026-10-28
HUB Investment Partners, LLC
INCREASED808,53516,359+792,176+4842%$772.1K$38.3M+$37.6M2026-11-03
Ergawealth Advisors, Inc.
INCREASED798,990796,941+2,049+0%$37.6M$37.9M+$280.5K2026-10-21
Wealth Science Advisors LLC
INCREASED756,850715,819+41,031+6%$33.8M$35.9M+$2.1M2026-10-09
IFP Advisors, Inc
INCREASED749,889604,049+145,840+24%$28.5M$35.6M+$7.1M2026-10-16
Truist Financial Corp
DECREASED643,565671,322-27,757-4%$31.7M$30.5M-$1.2M2026-10-30
Davenport & Co LLC
INCREASED630,124600,338+29,786+5%$28.3M$29.9M+$1.6M2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED557,309544,477+12,832+2%$25.7M$26.4M+$721.7K2026-11-03
Financial Council, LLC
INCREASED546,385516,393+29,992+6%$24.4M$25.9M+$1.5M2026-11-02
Valley National Advisers Inc
DECREASED537,517553,097-15,580-3%$26.1M$25.5M-$611.7K2026-10-23
Strategic Blueprint, LLC
INCREASED510,623500,616+10,007+2%$23.6M$24.2M+$589.8K2026-10-22
Greenbush Financial Group, LLC
DECREASED495,067496,641-1,5740%$23.4M$23.5M+$39.6K2026-10-15
Lynch & Associates
INCREASED485,39273,635+411,757+559%$3.5M$23.0M+$19.5M2026-10-13
Souders Financial Advisors
INCREASED479,118455,871+23,247+5%$21.5M$22.7M+$1.2M2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED469,722409,953+59,769+15%$16.5M$22.3M+$5.8M2026-10-14
Stonebridge Financial Group, LLC
INCREASED469,504443,161+26,343+6%$20.9M$22.3M+$1.4M2026-10-01
AdvisorNet Financial, Inc
DECREASED460,000486,421-26,421-5%$23.0M$21.8M-$1.2M2026-10-15
EverSource Wealth Advisors, LLC
INCREASED447,482381,423+66,059+17%$18.0M$21.2M+$3.2M2026-11-04
Challenger Wealth Management
INCREASED433,439429,347+4,092+1%$20.3M$20.6M+$292.9K2026-10-30
Main Line Retirement Advisors, LLC
INCREASED408,056387,263+20,793+5%$18.3M$19.4M+$1.1M2026-10-14
Adamsbrown Wealth Consultants LLC
DECREASED406,3271,113,600-707,273-64%$52.6M$19.3M-$33.3M2026-10-20
Farther Finance Advisors, LLC
DECREASED404,589438,510-33,921-8%$20.7M$19.2M-$1.5M2026-10-08
Founders Financial Securities LLC
INCREASED402,602358,394+44,208+12%$16.9M$19.1M+$2.2M2026-10-28
Oppenheimer & Co Inc
INCREASED399,790364,052+35,738+10%$17.2M$19.0M+$1.8M2026-10-26
Ferguson Shapiro LLC
INCREASED391,443377,053+14,390+4%$17.8M$18.6M+$769.3K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED380,859372,036+8,823+2%$17.6M$18.1M+$504.1K2026-10-29
Mission Wealth Management, LP
DECREASED370,344405,900-35,556-9%$19.2M$17.6M-$1.6M2026-10-15
Kestra Private Wealth Services, LLC
INCREASED368,765352,779+15,986+5%$16.7M$17.5M+$839.4K2026-11-06
WealthCare Investment Partners, LLC
INCREASED357,493297,842+59,651+20%$14.1M$17.0M+$2.9M2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED354,915370,723-15,808-4%$17.5M$16.8M-$664.5K2026-10-23
CLG LLC
INCREASED353,333348,324+5,009+1%$16.4M$16.8M+$317.7K2026-10-13
Daymark Wealth Partners, LLC
INCREASED345,768328,902+16,866+5%$15.5M$16.4M+$875.6K2026-11-04
Gutierrez Wealth Advisory, LLC
INCREASED339,236314,234+25,002+8%$14.8M$16.1M+$1.3M2026-11-02
Midwest Heritage Bank, FSB
DECREASED339,032341,589-2,557-1%$16.1M$16.1M-$42.7K2026-10-26
Michael Brady & Co., LLC
DECREASED338,508346,498-7,990-2%$16.4M$16.1M-$299.3K2026-10-23
Fulton Bank, N.A.
INCREASED329,818208,231+121,587+58%$9.8M$15.6M+$5.8M2026-10-14
Ballew Advisors, Inc
INCREASED312,266304,720+7,546+2%$14.2M$14.9M+$750.8K2026-10-05
Bedel Financial Consulting, Inc.
INCREASED303,848297,114+6,734+2%$14.0M$14.4M+$387.7K2026-11-06
Strategic Family Wealth Counselors, L.L.C.
INCREASED298,170293,910+4,260+1%$13.9M$14.1M+$269.7K2026-10-29
James T. Borello RIA
INCREASED294,628260,412+34,216+13%$12.3M$14.0M+$1.7M2026-10-16
LongView Wealth Management
INCREASED281,380269,258+12,122+5%$12.7M$13.3M+$636.9K2026-10-19
Apollon Wealth Management, LLC
INCREASED278,970266,889+12,081+5%$12.6M$13.2M+$634.4K2026-10-23
Armor Investment Advisors, LLC
DECREASED278,962281,913-2,951-1%$13.3M$13.2M-$75.1K2026-10-27
Clear Creek Financial Management, LLC
INCREASED271,059246,953+24,106+10%$11.7M$12.9M+$1.2M2026-10-28
Independent Financial Group, LLC
INCREASED256,325251,018+5,307+2%$11.8M$12.2M+$309.4K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED255,641251,224+4,417+2%$11.9M$12.1M+$267.3K2026-10-26
McCollum Christoferson Group LLC
DECREASED253,752295,409-41,657-14%$13.2M$11.2M-$1.9M2026-10-13
Genesis Private Wealth, LLC
INCREASED247,168243,198+3,970+2%$11.5M$11.7M+$244.2K2026-11-02
HBW Advisory Services LLC
DECREASED245,805249,288-3,483-1%$11.8M$11.7M-$107.9K2026-10-15
Sovran Advisors, LLC
INCREASED245,459244,654+805+0%$10.9M$11.5M+$556.3K2026-11-02
Dean, Jacobson Financial Services, LLC
INCREASED244,731230,594+14,137+6%$10.9M$11.6M+$723.5K2026-10-29
KWB Wealth
INCREASED243,471177,582+65,889+37%$8.4M$11.5M+$3.2M2026-10-16
MGO One Seven LLC
DECREASED241,256241,617-3610%$11.4M$11.4M+$38.5K2026-10-28
Boyer Financial Services, Inc.
INCREASED235,198229,402+5,796+3%$10.7M$11.2M+$481.4K2026-10-23
Financial Security Advisor, Inc.
DECREASED234,844260,075-25,231-10%$12.3M$11.1M-$1.1M2026-11-03
Bank of New York Mellon Corp
INCREASED234,51949,018+185,501+378%$2.3M$11.1M+$8.8M2026-11-05
tru Independence LLC
INCREASED231,237223,661+7,576+3%$10.6M$11.0M+$410.8K2026-10-20
Smith Thornton Advisors LLC
INCREASED229,823223,806+6,017+3%$10.4M$10.9M+$538.3K2026-10-16
rebel Financial LLC
DECREASED227,947244,156-16,209-7%$11.5M$10.8M-$719.3K2026-11-04
Quantum Financial Partners LLC
DECREASED227,460247,649-20,189-8%$11.7M$10.8M-$900.6K2026-10-19
BetterWealth, LLC
INCREASED223,855219,968+3,887+2%$10.4M$10.6M+$234.9K2026-10-15
Equity Wealth Partners, LLC
INCREASED220,296168,796+51,500+31%$8.0M$10.4M+$2.5M2026-10-26
Sagespring Wealth Partners, LLC
DECREASED219,719220,429-7100%$10.4M$10.4M+$17.1K2026-10-22
McCarthy Asset Management, Inc.
INCREASED219,602214,639+4,963+2%$10.1M$10.4M+$284.8K2026-10-20
Flynn Zito Capital Management, LLC
DECREASED217,337229,479-12,142-5%$10.8M$10.3M-$523.1K2026-11-04
Burford Brothers, Inc.
INCREASED211,057208,999+2,058+1%$9.9M$10.0M+$145.7K2026-10-21
Investmark Advisory Group LLC
DECREASED201,702204,766-3,064-1%$9.7M$9.6M-$98.2K2026-10-27
PNC Financial Services Group, Inc.
INCREASED192,39276,491+115,901+152%$3.6M$9.1M+$5.5M2026-11-06
Charter Capital Management, Llc\de
INCREASED191,446181,234+10,212+6%$8.6M$9.1M+$526.0K2026-10-28
M.E. Allison & Co., Inc.
INCREASED189,720180,590+9,130+5%$8.5M$9.0M+$474.6K2026-10-09
Ridgeline Wealth Planning, LLC
INCREASED189,695181,692+8,003+4%$8.6M$9.0M+$421.4K2026-10-29
Sigma Planning Corp
INCREASED184,844175,411+9,433+5%$8.3M$8.7M+$411.6K2026-10-23
Financial Management Network Inc
INCREASED183,617166,253+17,364+10%$7.5M$8.8M+$1.2M2026-10-09
Koshinski Asset Management, Inc.
INCREASED182,691178,267+4,424+2%$8.4M$8.7M+$250.8K2026-10-29
Modera Wealth Management, LLC
NEW181,833—+181,833——$8.6M—2026-10-28
Stewardship Concepts Financial Services LLC
DECREASED180,022185,603-5,581-3%$8.8M$8.5M-$222.0K2026-10-06
Beacon Financial Group
DECREASED176,247179,197-2,950-2%$8.5M$8.4M-$98.7K2026-10-19
Venture Visionary Partners LLC
INCREASED175,028152,591+22,437+15%$7.2M$8.3M+$1.1M2026-10-07
PFG Advisors
INCREASED174,780168,863+5,917+4%$8.0M$8.3M+$319.5K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED174,144172,323+1,821+1%$8.1M$8.3M+$126.0K2026-10-26
Cullen T Bankers, Inc.
INCREASED171,218128,146+43,072+34%$6.0M$8.1M+$2.1M2026-10-28
Creative Financial Designs Inc
INCREASED168,475147,520+20,955+14%$7.0M$8.0M+$1.0M2026-11-04
Olistico Wealth, LLC
INCREASED167,041164,137+2,904+2%$7.7M$7.9M+$175.5K2026-10-05
Legacy Solutions, LLC
DECREASED165,161170,451-5,290-3%$8.0M$7.8M-$211.7K2026-10-07
Atria Investments, Inc
INCREASED162,981146,019+16,962+12%$6.9M$7.7M+$838.1K2026-10-15
Lantz Financial LLC
INCREASED161,991154,731+7,260+5%$7.3M$7.7M+$379.9K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED161,857106,408+55,449+52%$5.0M$7.7M+$2.7M2026-11-03
A&I Financial Services, LLC
INCREASED154,811142,651+12,160+9%$6.7M$7.3M+$609.6K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED152,549145,831+6,718+5%$6.9M$7.2M+$352.2K2026-11-05
CWS Financial Advisors, LLC
INCREASED146,899141,395+5,504+4%$6.7M$7.0M+$293.6K2026-10-16
Langley Wealth Management, LLC
INCREASED146,284140,494+5,790+4%$6.6M$6.9M+$306.9K2026-11-04
BlueChip Wealth Advisors LLC
DECREASED144,308145,575-1,267-1%$6.9M$6.8M-$26.5K2026-11-03
Allworth Financial LP
INCREASED141,294140,693+601+0%$6.6M$6.7M+$28.3K2026-11-06
PKS Advisory Services, LLC
UNCHANGED140,955140,95500%$6.7M$6.7M$02026-10-26
Magnus Financial Group LLC
INCREASED140,684132,931+7,753+6%$6.3M$6.7M+$398.3K2026-10-21
Vise Technologies, Inc.
INCREASED138,567121,347+17,220+14%$5.7M$6.6M+$844.7K2026-10-29
Beacon Financial Advisory LLC
INCREASED137,101129,294+7,807+6%$6.1M$6.5M+$400.0K2026-10-16
APS Management Group, Inc.
DECREASED136,320197,599-61,279-31%$9.3M$6.5M-$2.9M2026-10-14
NWF Advisory Services Inc.
DECREASED131,598131,676-780%$6.2M$6.2M+$26.6K2026-10-19
Axxcess Wealth Management, LLC
DECREASED129,216177,670-48,454-27%$8.4M$6.1M-$2.3M2026-10-21
Kuhn & Co Investment Counsel
DECREASED126,972128,639-1,667-1%$6.1M$6.0M-$49.5K2026-10-29
Accel Wealth Management
INCREASED126,190118,518+7,672+6%$5.6M$6.0M+$391.1K2026-10-13
Townsend Asset Management Corp
DECREASED125,948126,599-651-1%$6.0M$6.0M-$1.8K2026-10-29
Cooper Financial Group
INCREASED123,057122,704+353+0%$5.8M$5.8M+$45.0K2026-10-07
Destiny Wealth Partners, LLC
INCREASED123,028110,311+12,717+12%$4.9M$5.6M+$645.4K2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED110,412108,296+2,116+2%$5.1M$5.2M+$125.2K2026-10-14
IMG Wealth Management, Inc.
INCREASED110,179108,066+2,113+2%$5.1M$5.2M+$125.1K2026-10-27
NewCorp Financial Services, Inc.
DECREASED105,912149,416-43,504-29%$7.1M$5.0M-$2.0M2026-10-14
Latitude Advisors, LLC
INCREASED103,24887,341+15,907+18%$4.1M$4.9M+$774.6K2026-10-27
True Blue Financial, LLC
DECREASED103,233105,788-2,555-2%$5.0M$4.9M-$96.9K2026-10-15
Hopwood Financial Services, Inc.
INCREASED96,87595,742+1,133+1%$4.5M$4.6M+$75.8K2026-10-29
Selby Wealth Management, LLC
INCREASED92,73386,443+6,290+7%$4.1M$4.4M+$318.2K2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED90,82886,679+4,149+5%$4.1M$4.3M+$216.7K2026-10-19
Seamount Financial Group Inc
INCREASED87,43882,343+5,095+6%$3.9M$4.1M+$260.6K2026-10-21
Blueprint Investment Partners LLC
INCREASED85,67483,957+1,717+2%$4.0M$4.1M+$100.7K2026-10-28
Blueprint Financial Advisors LLC
INCREASED85,67483,957+1,717+2%$4.0M$4.1M+$100.7K2026-10-28
Spire Wealth Management
DECREASED85,63489,428-3,794-4%$4.2M$4.1M-$159.4K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED85,37181,774+3,597+4%$3.9M$4.0M+$189.4K2026-11-04
Fifth Third Bancorp
INCREASED85,35080,655+4,695+6%$3.8M$4.0M+$241.2K2026-11-05
Meridian Wealth Management, LLC
INCREASED84,82083,239+1,581+2%$3.9M$4.0M+$94.1K2026-11-05
Transcendent Capital Group LLC
INCREASED83,40177,660+5,741+7%$3.7M$4.0M+$290.1K2026-10-28
Warner Financial, Inc
INCREASED82,71878,372+4,346+6%$3.7M$3.9M+$224.1K2026-11-06
Endeavor Private Wealth, Inc.
INCREASED82,55481,796+758+1%$3.9M$3.9M+$52.5K2026-11-05
Alchemi Wealth, LLC
INCREASED82,23882,207+31+0%$3.9M$3.9M+$20.4K2026-11-04
Barrett & Company, Inc.
DECREASED81,46282,948-1,486-2%$3.9M$3.9M-$51.4K2026-10-22
Harpswell Capital Advisors, LLC
DECREASED81,20096,850-15,650-16%$4.6M$3.9M-$720.0K2026-10-09
Parkside Investments, LLC
UNCHANGED80,00080,00000%$3.8M$3.8M+$18.4K2026-10-20
National Wealth Management Group, LLC
DECREASED79,66281,664-2,002-2%$3.9M$3.8M-$76.1K2026-10-26
Lincoln Capital LLC
INCREASED78,56972,265+6,304+9%$3.4M$3.7M+$318.9K2026-10-09
Kelleher Financial Advisors
INCREASED78,54074,082+4,458+6%$3.5M$3.7M+$228.5K2026-10-30
Brookstone Capital Management
DECREASED78,269135,216-56,947-42%$6.4M$3.7M-$2.7M2026-10-22
Creative Planning
INCREASED77,41041,748+35,662+85%$2.0M$3.7M+$1.7M2026-11-02
Visionary Wealth Advisors
INCREASED76,64152,080+24,561+47%$2.5M$3.6M+$1.2M2026-11-04
Signature Resources Capital Management, LLC
DECREASED75,84176,234-393-1%$3.6M$3.6M-$1.1K2026-10-16
Capital Investment Advisory Services, LLC
INCREASED74,89266,459+8,433+13%$3.1M$3.6M+$416.8K2026-10-30
Worthington Financial Partners, LLC
INCREASED74,54472,834+1,710+2%$3.4M$3.5M+$97.8K2026-10-13
Cora Capital Advisors LLC
INCREASED73,86964,202+9,667+15%$3.0M$3.5M+$473.3K2026-11-02
Diversify Advisory Services, LLC
INCREASED72,85868,294+4,564+7%$3.0M$3.5M+$429.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED72,85868,294+4,564+7%$3.0M$3.5M+$429.3K2026-10-20
Bill Few Associates, Inc.
INCREASED70,46769,239+1,228+2%$3.3M$3.3M+$74.1K2026-10-09
Fjell Capital, LLC
INCREASED68,75268,042+710+1%$3.2M$3.3M+$49.3K2026-10-13
Investment Advisory Services Inc
INCREASED66,47863,404+3,074+5%$3.0M$3.2M+$160.4K2026-10-27
Investment Planning Advisors, Inc.
DECREASED64,81166,409-1,598-2%$3.1M$3.1M-$60.5K2026-10-14
Entruity Wealth, LLC
INCREASED63,67263,164+508+1%$3.0M$3.0M+$38.6K2026-11-06
BNB Wealth Management, LLC
DECREASED62,100124,194-62,094-50%$5.9M$2.9M-$2.9M2026-10-28
AlphaCore Capital LLC
INCREASED59,18958,437+752+1%$2.8M$2.8M+$47.4K2026-11-04
Prime Capital Investment Advisors, LLC
INCREASED58,97457,230+1,744+3%$2.7M$2.8M+$95.9K2026-10-20
Saxony Capital Management, LLC
INCREASED58,32155,568+2,753+5%$2.6M$2.8M+$143.4K2026-10-15
Financial Perspectives, Inc
INCREASED57,40356,715+688+1%$2.7M$2.7M+$45.7K2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED56,81150,028+6,783+14%$2.4M$2.7M+$333.2K2026-10-28
Colonial River Investments, LLC
INCREASED55,60940,663+14,946+37%$1.9M$2.6M+$718.2K2026-10-19
RFG Advisory, LLC
DECREASED54,77259,625-4,853-8%$2.8M$2.6M-$216.5K2026-11-03
Trueblood Wealth Management, LLC
INCREASED53,85950,521+3,338+7%$2.4M$2.6M+$169.9K2026-10-23
CapWealth Advisors, LLC
DECREASED53,39255,309-1,917-3%$2.6M$2.5M-$78.2K2026-10-05
MSH Capital Advisors LLC
INCREASED53,07140,813+12,258+30%$1.9M$2.5M+$590.7K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED51,7667,002+44,764+639%$330.5K$2.5M+$2.1M2026-10-16
Junk Investment Group, LLC
INCREASED51,28941,480+9,809+24%$2.0M$2.4M+$474.8K2026-10-19
Gemmer Asset Management LLC
DECREASED51,26451,345-810%$2.4M$2.4M+$8.0K2026-10-16
Integrity Alliance, Llc.
INCREASED51,22941,501+9,728+23%$2.0M$2.4M+$471.0K2026-10-29
Trinity Wealth Management, LLC
DECREASED50,53954,620-4,081-7%$2.6M$2.4M-$181.0K2026-10-13
Weil Company, Inc.
INCREASED50,26546,535+3,730+8%$2.2M$2.4M+$187.6K2026-10-14
Park Avenue Securities LLC
INCREASED48,65646,859+1,797+4%$2.2M$2.3M+$96.0K2026-10-26
CFS Investment Advisory Services, LLC
DECREASED47,33948,597-1,258-3%$2.3M$2.3M+$33.3K2026-10-19
Hunter Associates Investment Management LLC
INCREASED47,04938,232+8,817+23%$1.8M$2.2M+$430.0K2026-10-26
Birchwood Financial Partners, Inc.
INCREASED45,85541,474+4,381+11%$2.0M$2.2M+$217.3K2026-11-02
Fermata Advisors, LLC
INCREASED45,67544,828+847+2%$2.1M$2.2M+$50.5K2026-10-13
Private Trust Co NA
INCREASED45,03144,732+299+1%$2.1M$2.1M+$24.5K2026-10-20
Citigroup Inc
INCREASED44,45936,041+8,418+23%$1.7M$2.1M+$407.6K2026-11-04
Clearview Wealth Management LLC
INCREASED44,10425,617+18,487+72%$1.2M$2.1M+$914.5K2026-10-16
Vicus Capital
INCREASED42,84937,085+5,764+16%$1.8M$2.0M+$281.9K2026-11-05
Nova Financial LLC
NEW40,184—+40,184——$1.9M—2026-11-04
Absolute Capital Management, LLC
DECREASED40,00648,104-8,098-17%$2.3M$1.9M-$373.0K2026-10-16
Nautilus Advisors LLC
INCREASED39,91239,877+35+0%$1.9M$1.9M+$16.4K2026-10-07
Advisor OS, LLC
NEW39,697—+39,697——$1.9M—2026-11-03
Wealthcare Capital Partners, LLC
DECREASED39,27039,876-606-2%$1.9M$1.9M-$19.6K2026-10-21
Centerline Wealth Advisors, LLC
INCREASED38,84238,114+728+2%$1.8M$1.8M+$43.3K2026-10-15
Summit Global Investments
INCREASED38,15334,638+3,515+10%$1.6M$1.8M+$175.0K2026-10-28
Fiduciary Alliance LLC
INCREASED37,69137,379+312+1%$1.8M$1.8M+$23.4K2026-10-13
Platt Wealth Management LLC
DECREASED37,44841,221-3,773-9%$1.9M$1.8M-$169.0K2026-11-04
Harbor Investment Advisory, LLC
INCREASED37,11336,683+430+1%$1.7M$1.8M+$28.8K2026-10-13
Tempus Wealth Planning, LLC
INCREASED36,84736,488+359+1%$1.7M$1.7M+$25.4K2026-10-14
Private Client Services, LLC
INCREASED36,38327,485+8,898+32%$1.3M$1.7M+$428.3K2026-10-02
Westside Investment Management, Inc.
DECREASED36,22538,655-2,430-6%$1.8M$1.7M-$106.3K2026-11-02
United Advisor Group, LLC
INCREASED35,58135,526+55+0%$1.7M$1.7M+$10.8K2026-11-03
Security Financial Services, Inc.
INCREASED35,17433,795+1,379+4%$1.6M$1.7M+$73.2K2026-10-29
First Heartland Consultants, Inc.
DECREASED34,77834,882-1040%$1.6M$1.6M+$3.1K2026-10-08
Ascentis Independent Advisors
NEW34,203—+34,203——$1.6M—2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED33,76528,860+4,905+17%$1.4M$1.6M+$250.5K2026-10-13
Nations Financial Group Inc,
INCREASED32,84532,714+131+0%$1.5M$1.6M+$13.7K2026-11-05
Fourpath Capital Management, LLC
INCREASED31,78229,663+2,119+7%$1.4M$1.5M+$107.4K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED31,28135,489-4,208-12%$1.7M$1.5M-$191.4K2026-10-13
Pines Wealth Management, LLC
DECREASED31,26533,297-2,032-6%$1.6M$1.5M-$88.7K2026-10-21
Silverlake Wealth Management LLC
DECREASED31,23831,302-640%$1.5M$1.5M+$4.2K2026-10-21
Canandaigua National Trust Co of Florida
NEW30,983—+30,983——$1.5M—2026-10-07
Central Trust Co
DECREASED30,88231,373-491-2%$1.5M$1.5M-$16.1K2026-11-05
Lodestone Wealth Management LLC
INCREASED30,70428,011+2,693+10%$1.3M$1.5M+$134.2K2026-10-14
Capital Management Associates, Inc
INCREASED30,62128,089+2,532+9%$1.3M$1.5M+$126.6K2026-10-20
NavPoint Financial, Inc.
DECREASED29,70931,165-1,456-5%$1.5M$1.4M-$61.9K2026-10-21
Professional Financial Advisors, LLC
INCREASED29,41129,190+221+1%$1.4M$1.4M+$17.2K2026-10-13
LexAurum Advisors, LLC
DECREASED28,89329,185-292-1%$1.4M$1.4M-$7.1K2026-10-19
M Holdings Securities, Inc.
INCREASED28,49727,437+1,060+4%$1.3K$1.3K+$592026-11-03
Ashton Thomas Securities, LLC
DECREASED28,01933,266-5,247-16%$1.6M$1.3M-$241.2K2026-10-26
Lantern Wealth Advisors, LLC
INCREASED27,41527,181+234+1%$1.3M$1.3M+$17.4K2026-10-22
KOM Wealth Management Group, LLC
INCREASED26,92825,717+1,211+5%$1.2M$1.3M+$63.3K2026-10-15
CGN Advisors LLC
INCREASED26,26025,407+853+3%$1.2M$1.2M+$46.3K2026-10-21
Mann Financial Group, Inc.
DECREASED26,17739,806-13,629-34%$1.9M$1.2M-$637.3K2026-10-15
Northwest Financial Advisors
INCREASED25,66223,617+2,045+9%$1.1M$1.2M+$102.4K2026-10-27
Melone Private Wealth, LLC
UNCHANGED24,90024,90000%$1.2M$1.2M+$5.7K2026-10-16
International Assets Investment Management, LLC
DECREASED24,56429,020-4,456-15%$1.4M$1.2M-$200.4K2026-11-02
Norden Group LLC
DECREASED24,04728,188-4,141-15%$1.3M$1.1M-$189.9K2026-10-20
Center For Asset Management LLC
NEW23,800—+23,800——$1.1M—2026-10-16
Indivisible Partners
INCREASED23,68622,095+1,591+7%$1.0M$1.1M+$80.5K2026-10-26
Mascagni Wealth Management, Inc.
INCREASED23,29518,182+5,113+28%$858.2K$1.1M+$246.7K2026-10-23
Summit Wealth Group LLC / Co
DECREASED21,68222,846-1,164-5%$1.1M$1.0M-$50.0K2026-10-29
180 Wealth Advisors, LLC
DECREASED21,20621,384-178-1%$1.0M$1.0M-$3.5K2026-11-03
Procyon Advisors, LLC
DECREASED20,97822,336-1,358-6%$1.1M$995.0K-$59.3K2026-10-21
Capital Planning LLC
UNCHANGED19,86419,86400%$938.1K$942.1K+$4.0K2026-10-09
Bright Futures Wealth Management, Llc.
DECREASED19,16719,386-219-1%$915.0K$909.1K-$5.9K2026-10-23
Carnegie Lake Advisors LLC
DECREASED18,86719,136-269-1%$903.2K$894.9K-$8.3K2026-11-06
Brown Miller Wealth Management, LLC
INCREASED18,66918,668+1+0%$881.1K$885.5K+$4.3K2026-11-02
Tortuga Wealth Management, Inc
INCREASED18,62716,976+1,651+10%$801.3K$883.7K+$82.4K2026-10-27
HB Wealth Management, LLC
DECREASED18,31619,255-939-5%$908.9K$868.8K-$40.1K2026-10-23
Wealth Preservation Advisors, LLC
NEW17,836—+17,836——$846.0K—2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED17,50817,441+67+0%$823.2K$830.4K+$7.2K2026-10-19
Uptick Partners, LLC
DECREASED17,21817,548-330-2%$828.3K$816.6K-$11.6K2026-11-04
Clearwave Capital, LLC
INCREASED17,15417,147+7+0%$809.3K$813.6K+$4.3K2026-10-27
Harmony Asset Management LLC
DECREASED16,76617,068-302-2%$805.6K$795.2K-$10.4K2026-10-20
Processus Wealth & Capital Management, LLC
INCREASED16,66215,880+782+5%$749.5K$790.3K+$40.7K2026-10-16
Blue Zone Wealth Advisors, LLC
DECREASED16,57517,320-745-4%$817.5K$786.2K-$31.4K2026-10-19
Tcfg Investment Advisors, LLC
DECREASED16,36516,372-70%$772.8K$776.2K+$3.4K2026-10-20
Certior Financial Group, LLC
INCREASED16,14815,486+662+4%$730.9K$765.9K+$34.9K2026-10-19
Choreo, LLC
DECREASED15,91215,938-260%$752.7K$754.7K+$2.0K2026-10-28
Focus Financial Network, Inc.
INCREASED15,83215,824+8+0%$747.3K$750.9K+$3.6K2026-10-14
Intrua Financial, LLC
INCREASED15,14914,312+837+6%$675.5K$718.5K+$43.0K2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED14,91714,91700%$704.1K$707.5K+$3.4K2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED14,88014,885-50%$678.7K$700.1K+$21.3K2026-10-21
Core Wealth Partners LLC
INCREASED14,81112,638+2,173+17%$596.5K$702.5K+$106.0K2026-11-02
Weatherly Asset Management L. P.
UNCHANGED14,69514,69500%$693.6K$697.0K+$3.4K2026-10-20
Bison Wealth, LLC
UNCHANGED14,50814,50800%$683.3K$699.1K+$15.8K2026-10-13
Sard Wealth Management Group, LLC
INCREASED14,15413,059+1,095+8%$616.4K$671.3K+$54.9K2026-10-16
High Net Worth Advisory Group LLC
INCREASED14,13911,482+2,657+23%$542.0K$670.6K+$128.7K2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED14,0099,831+4,178+43%$275.2K$426.2K+$151.0K2026-11-04
Orba Wealth Advisors, L.L.C.
UNCHANGED13,65313,65300%$644.4K$647.6K+$3.1K2026-10-23
Balboa Wealth Partners
INCREASED13,53112,923+608+5%$610.0K$641.8K+$31.8K2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED13,29013,229+61+0%$624.4K$630.3K+$5.9K2026-10-21
Perigon Wealth Management, LLC
INCREASED13,17611,089+2,087+19%$523.4K$624.9K+$101.5K2026-10-22
Sherman Wealth Management LLC
NEW13,034—+13,034——$618.2K—2026-10-16
WealthSpring Partners, LLC
INCREASED12,72411,330+1,394+12%$534.8K$603.5K+$68.7K2026-10-14
IFS Advisors, LLC
NEW12,378—+12,378——$587.1K—2026-10-14
Trilogy Capital Inc.
UNCHANGED12,18212,18200%$575.0K$577.8K+$2.8K2026-10-20
StoneX Group Inc.
DECREASED11,99915,788-3,789-24%$745.4K$569.1K-$176.3K2026-11-03
GSG Advisors LLC
INCREASED11,82811,821+7+0%$557.9K$561.0K+$3.0K2026-11-03
Advisor Resource Council
DECREASED11,82512,749-924-7%$600.5K$571.5K-$29.0K2026-11-05
Prairie Advisory, LLC
INCREASED11,6505,825+5,825+100%$274.9K$552.6K+$277.6K2026-10-19
Hicks Capital Management LLC
UNCHANGED11,25911,25900%$531.4K$531.4K$02026-10-20
VestGen Advisors, LLC
DECREASED11,25615,968-4,712-30%$753.7K$533.9K-$219.8K2026-10-27
Cushing Capital Partners, LLC
UNCHANGED11,07511,07500%$522.7K$525.3K+$2.5K2026-10-20
XY Planning Network, Inc.
INCREASED10,6705,288+5,382+102%$249.6K$506.1K+$256.5K2026-10-14
Landaas & Co
INCREASED10,4865,474+5,012+92%$258.4K$497.4K+$239.0K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED10,42244,059-33,637-76%$2.1M$494.3K-$1.6M2026-10-14
Merited Wealth, LLC
DECREASED10,31322,074-11,761-53%$1.0M$489.2K-$552.7K2026-10-13
Versant Capital Management, Inc
DECREASED10,26310,616-353-3%$501.1K$486.8K-$14.3K2026-10-02
Titleist Asset Management, LLC
DECREASED10,21310,578-365-3%$499.3K$484.4K-$14.8K2026-10-08
Adelphi Trust Co
UNCHANGED10,12810,12800%$478.0K$480.4K+$2.3K2026-10-05
Facet Wealth, Inc.
DECREASED9,71311,798-2,085-18%$556.9K$460.7K-$96.2K2026-11-04
Brighton Jones LLC
INCREASED9,5799,578+1+0%$452.1K$454.4K+$2.3K2026-11-03
RIA Advisory Group LLC
DECREASED9,56716,825-7,258-43%$794.1K$453.8K-$340.4K2026-10-15
US Bancorp \de\
INCREASED9,5659,079+486+5%$428.5K$453.7K+$25.1K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED9,4025,537+3,865+70%$261.4K$446.0K+$184.6K2026-10-14
FCG Investment Co
NEW9,263—+9,263——$439.3K—2026-10-13
Trek Financial, LLC
NEW9,082—+9,082——$430.8K—2026-10-29
Semus Wealth Partners LLC
INCREASED8,9058,457+448+5%$399.2K$422.4K+$23.2K2026-10-22
Johnson Financial Group, LLC
UNCHANGED8,6538,65300%$408.4K$410.4K+$2.0K2026-11-03
Gateway Investment Advisers LLC
NEW8,430—+8,430——$399.8K—2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED8,3988,39800%$396.4K$398.3K+$1.9K2026-10-19
Staley Capital Advisers Inc
NEW8,369—+8,369——$396.9K—2026-11-06
R2 Capital Strategies, LLC
INCREASED8,2798,274+5+0%$390.6K$392.7K+$2.1K2026-10-15
James J. Burns & Company, LLC
DECREASED8,1138,204-91-1%$387.2K$384.8K-$2.5K2026-10-22
Quadrant Capital Group LLC
INCREASED8,0087,666+342+4%$361.8K$385.6K+$23.8K2026-10-20
CRA Financial Services, LLC
UNCHANGED7,8617,86100%$371.0K$372.8K+$1.8K2026-10-16
Root Financial Partners, LLC
INCREASED7,8245,757+2,067+36%$271.7K$371.1K+$99.4K2026-10-21
Jacobi Capital Management LLC
INCREASED7,8147,286+528+7%$343.9K$370.6K+$26.7K2026-11-05
Wealthcare Capital Management LLC
UNCHANGED7,7037,70300%$363.6K$365.4K+$1.8K2026-10-21
Enzi Wealth
NEW7,678—+7,678——$369.7K—2026-10-14
Simplicity Wealth,LLC
INCREASED7,6397,632+7+0%$360.2K$362.3K+$2.1K2026-10-23
Advisortrust Partners, LLC
INCREASED7,5616,202+1,359+22%$292.7K$358.6K+$65.9K2026-11-02
Cape Investment Advisory, Inc.
INCREASED7,4752,347+5,128+218%$110.8K$354.5K+$243.8K2026-10-13
Realta Investment Advisors
NEW7,427—+7,427——$352.3K—2026-10-14
ProCore Advisors, LLC
DECREASED7,31016,263-8,953-55%$767.6K$346.7K-$420.9K2026-10-14
Russell Investments Group, Ltd.
INCREASED7,2991,871+5,428+290%$88.3K$346.2K+$257.9K2026-11-06
Arthur M. Cohen & Associates, LLC
UNCHANGED7,2587,25800%$342.6K$344.2K+$1.7K2026-10-26
Guidance Capital, Inc
DECREASED7,2347,237-30%$333.3K$328.9K-$4.5K2026-11-03
Carson Advisory Inc.
INCREASED7,2177,156+61+1%$337.8K$342.3K+$4.6K2026-11-06
SRH Advisors, LLC
INCREASED6,829375+6,454+1721%$17.7K$323.9K+$306.2K2026-10-22
Northland Securities, Inc.
INCREASED6,7806,545+235+4%$308.9K$321.6K+$12.7K2026-11-02
Sapient Capital LLC
INCREASED6,7346,730+4+0%$317.8K$319.4K+$1.6K2026-10-08
Herold Advisors, Inc.
DECREASED6,4947,234-740-10%$339.0K$308.0K-$31.0K2026-10-19
Victory Financial Group, LLC
DECREASED6,2806,570-290-4%$310.1K$297.9K-$12.2K2026-10-27
Clifford Swan Investment Counsel LLC
INCREASED6,0266,023+3+0%$284.3K$285.8K+$1.6K2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED6,0036,000+3+0%$283.2K$284.7K+$1.5K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED5,9146,183-269-4%$291.0K$286.7K-$4.4K2026-10-09
Money Concepts Capital Corp
DECREASED5,8666,112-246-4%$288.5K$278.2K-$10.3K2026-11-06
HRC Wealth Management, LLC
INCREASED5,8125,809+3+0%$274.2K$275.7K+$1.5K2026-10-16
Wedbush Securities Inc
NEW5,725—+5,725——$272.0K—2026-10-22
Crown Wealth Group, LLC
DECREASED5,6586,412-754-12%$302.6K$268.4K-$34.3K2026-10-19
FinDec Wealth Services, Inc.
UNCHANGED5,6455,64500%$266.4K$267.7K+$1.3K2026-10-30
Capital Asset Advisory Services LLC
UNCHANGED5,6405,64000%$266.2K$260.4K-$5.8K2026-10-30
CoreCap Advisors, LLC
INCREASED5,6315,397+234+4%$254.7K$267.1K+$12.4K2026-10-08
Lewis Asset Management, LLC
INCREASED5,6295,305+324+6%$250.4K$267.0K+$16.6K2026-10-14
Pinnacle Bancorp, Inc.
DECREASED5,5756,825-1,250-18%$322.1K$264.4K-$57.7K2026-10-21
World Equity Group, Inc.
DECREASED5,5475,660-113-2%$267.2K$263.1K-$4.1K2026-10-14
Maia Wealth LLC
NEW5,513—+5,513——$261.5K—2026-10-19
Acorn Financial Advisory Services Inc
INCREASED5,4665,443+23+0%$256.9K$259.3K+$2.4K2026-11-02
First Citizens Bank & Trust Co
INCREASED5,3744,697+677+14%$221.7K$254.9K+$33.2K2026-10-14
Gamma Investing LLC
UNCHANGED5,1615,16100%$243.6K$244.8K+$1.2K2026-10-08
4Wealth Advisors, Inc.
INCREASED5,1285,026+102+2%$235.3K$244.8K+$9.5K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED5,0864,531+555+12%$213.9K$241.2K+$27.4K2026-10-13
Cypress Capital, LLC
DECREASED5,0715,196-125-2%$245.3K$240.5K-$4.7K2026-10-20
Fifth Third Securities, Inc.
NEW5,037—+5,037——$238.9K—2026-10-21
Zions Bancorporation, National Association
UNCHANGED5,0005,00000%$236.0K$237.2K+$1.2K2026-11-06
Planned Solutions, Inc.
UNCHANGED4,9714,97100%$234.6K$235.8K+$1.1K2026-10-19
Convergence Financial, LLC
DECREASED4,7298,060-3,331-41%$380.4K$224.3K-$156.1K2026-10-27
Richardson Capital Management LLC
UNCHANGED4,7254,72500%$223.0K$224.1K+$1.1K2026-10-23
First Affirmative Financial Network
NEW4,656—+4,656——$220.8K—2026-10-21
Wespac Advisors, LLC
DECREASED4,5936,239-1,646-26%$294.5K$217.8K-$76.6K2026-10-26
Southland Equity Partners LLC
INCREASED4,5924,475+117+3%$211.2K$217.8K+$6.6K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED4,5581,366+3,192+234%$64.5K$216.2K+$151.7K2026-10-30
Partners Wealth Management, LLC
NEW4,492—+4,492——$213.1K—2026-10-28
Eagle Bluffs Wealth Management LLC
UNCHANGED4,4574,45700%$210.5K$211.4K+$9032026-10-20
Martin Capital Partners, LLC
UNCHANGED4,3884,38800%$207.1K$208.1K+$1.0K2026-10-07
Thrivent Financial for Lutherans
NEW4,384—+4,384——$208.0K—2026-11-05
Silver Grove Financial Group, Inc.
INCREASED2,9741,289+1,685+131%$60.9K$141.0K+$80.2K2026-11-05
Chilton Capital Management LLC
DECREASED2,9056,031-3,126-52%$284.7K$137.8K-$146.9K2026-10-28
Mather Group, Llc.
UNCHANGED2,7612,76100%$130.3K$131.0K+$6352026-10-14
Winch Advisory Services, LLC
INCREASED2,7572,546+211+8%$120.2K$130.8K+$10.6K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED2,7322,73200%$129.0K$129.6K+$6282026-10-23
Larson Financial Group LLC
INCREASED2,6092,434+175+7%$114.9K$123.7K+$8.9K2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED2,4152,200+215+10%$103.9K$114.6K+$10.7K2026-11-04
Beacon Investment Advisory Services, Inc.
NEW2,270—+2,270——$107.7K—2026-10-13
Archer Investment Corp
INCREASED2,1421,715+427+25%$81.0K$101.6K+$20.7K2026-11-05
TrustBank
UNCHANGED2,0002,00000%$94.4K$94.9K+$4602026-10-20
Rossby Financial, LCC
INCREASED1,8461,591+255+16%$75.1K$87.6K+$12.5K2026-11-05
Lanark Financial, Inc.
DECREASED1,7591,772-13-1%$83.6K$83.4K-$2092026-10-26
Beacon Financial Strategies Corp
UNCHANGED1,7001,70000%$80.2K$80.6K+$3912026-10-14
Avion Wealth
UNCHANGED1,5401,54000%$72.0K$73.0K+$1.0K2026-11-04
Signature Equity Partners, LLC
INCREASED1,483443+1,040+235%$20.9K$70.3K+$49.4K2026-10-29
North Star Investment Management Corp.
NEW1,295—+1,295——$61.4K—2026-10-27
Trust Co of Vermont
UNCHANGED1,2661,26600%$59.8K$60.0K+$2912026-10-21
Armstrong Advisory Group, Inc
UNCHANGED1,1791,17900%$55.6K$55.9K+$2712026-10-09
Fairscale Capital, LLC
UNCHANGED1,1341,13400%$53.6K$51.8K-$1.8K2026-11-04
Whipplewood Advisors, LLC
DECREASED1,0703,552-2,482-70%$167.7K$50.8K-$116.9K2026-10-20
Trust Co
UNCHANGED1,0291,02900%$48.6K$48.8K+$2372026-10-09
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,0001,00000%$47.2K$47.4K+$2302026-10-15
UMB Private Wealth Management, LLC
NEW905—+905——$42.9K—2026-10-19
CX Institutional
DECREASED7014,031-3,330-83%$190.0K$33-$190.0K2026-10-02
IAG Wealth Partners, LLC
UNCHANGED69369300%$32.7K$32.9K+$1592026-11-06
Triumph Capital Management
UNCHANGED66066000%$31.2K$31.3K+$1522026-10-14
Indiana Trust & Investment Management Co
UNCHANGED60260200%$28.4K$28.6K+$1392026-10-22
Meriwether Wealth & Planning, LLC
NEW310—+310——$14.7K—2026-10-13
SJS Investment Consulting Inc.
UNCHANGED25025000%$11.8K$11.9K+$582026-10-26
KFG LLC
NEW192—+192——$9.1K—2026-11-02
William Mack & Associates, Inc.
NEW186—+186——$8.8K—2026-10-27
MV Capital Management, Inc.
UNCHANGED17017000%$8.0K$8.1K+$402026-10-29
Vima LLC
UNCHANGED15015000%$7.1K$7.1K+$342026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED14514500%$6.8K$6.9K+$332026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED140120+20+17%$5.6K$6.6K+$9802026-10-28
Central Pacific Bank - Trust Division
UNCHANGED11711700%$5.5K$5.5K+$272026-10-06
Arvest Investments, Inc.
UNCHANGED11511500%$5.4K$5.5K+$262026-10-21
Abound Wealth Management
UNCHANGED10210200%$4.8K$4.8K+$232026-10-26
Hilltop National Bank
UNCHANGED848400%$4.0K$4.0K+$192026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED62172-110-64%$8.1K$2.9K-$5.2K2026-10-05
Signaturefd, LLC
NEW51—+51——$2.4K—2026-10-23
Nfsg Corp
NEW40—+40——$1.9K—2026-10-15
Decker Retirement Planning Inc.
NEW34—+34——$1.6K—2026-10-19
Golden State Wealth Management, LLC
UNCHANGED171700%$803$808+$52026-11-02
KPP Advisory Services LLC
CLOSED0280,651-280,651-100%$13.2M$0-$13.2M2026-10-26
Hardworking Capital Advisors, LLC
CLOSED018,934-18,934-100%$893.7K$0-$893.7K2026-10-20
KMG Fiduciary Partners, LLC
CLOSED017,868-17,868-100%$843.4K$0-$843.4K2026-10-14
Strategic Wealth Investment Group, LLC
CLOSED012,533-12,533-100%$591.6K$0-$591.6K2026-10-29
Fisher Asset Management, LLC
CLOSED010,778-10,778-100%$508.8K$0-$508.8K2026-11-06
Triad Wealth Partners, LLC
CLOSED07,872-7,872-100%$360.3K$0-$360.3K2026-10-26
Jefferies Financial Group Inc.
CLOSED06,846-6,846-100%$323.2K$0-$323.2K2026-11-05
Dana Investment Advisors, Inc.
CLOSED06,721-6,721-100%$317.2K$0-$317.2K2026-11-06
Symphony Financial, Ltd. Co.
CLOSED06,704-6,704-100%$316.4K$0-$316.4K2026-10-22
Prosperity Financial Group, Inc.
CLOSED06,637-6,637-100%$313.3K$0-$313.3K2026-10-29
GLR Partners, LLC
CLOSED05,325-5,325-100%$251.3K$0-$251.3K2026-11-04
Mission Financial Group, LLC
CLOSED05,073-5,073-100%$239.4K$0-$239.4K2026-10-21
Midwest Trust Co
CLOSED04,603-4,603-100%$217.3K$0-$217.3K2026-10-22
Halbert Hargrove Global Advisors, LLC
CLOSED01,640-1,640-100%$77.4K$0-$77.4K2026-10-16
Parallel Advisors, LLC
CLOSED01,607-1,607-100%$75.9K$0-$75.9K2026-11-03
Wellington Grp LLC
CLOSED0760-760-100%$30.5K$0-$30.5K2026-11-06
Oakworth Capital, Inc.
CLOSED0700-700-100%$32.9K$0-$32.9K2026-10-26
Parkside Financial Bank & Trust
CLOSED0695-695-100%$32.8K$0-$32.8K2026-10-27
Bokf, NA
CLOSED0455-455-100%$21.5K$0-$21.5K2026-10-27
Stone House Investment Management, LLC
CLOSED0445-445-100%$21.0K$0-$21.0K2026-10-23
Financial Consulate, Inc
CLOSED0126-126-100%$6.0K$0-$6.0K2026-10-23
Bare Financial Services, Inc
CLOSED0100-100-100%$4.7K$0-$4.7K2026-11-04
Key FInancial Inc
CLOSED034-34-100%$1.6K$0-$1.6K2026-11-02
Morgan Stanley
N/A—32,389,025-32,389,025-100%$1.5B———
Capital Group Private Client Services, Inc.
N/A—28,132,325-28,132,325-100%$1.3B———
Wells Fargo & Company
N/A—17,573,566-17,573,566-100%$829.5M———
Envestnet Asset Management Inc
N/A—16,561,408-16,561,408-100%$781.7M———
Raymond James Financial Inc
N/A—16,206,980-16,206,980-100%$765.0M———
Bank of America Corp
N/A—14,478,055-14,478,055-100%$683.4M———
Northwestern Mutual Wealth Management Co
N/A—13,105,474-13,105,474-100%$618.6M———
Jones Financial Companies Lllp
N/A—11,551,154-11,551,154-100%$528.8M———
Cetera Investment Advisers
N/A—10,594,267-10,594,267-100%$500.0M———
Osaic Holdings, Inc.
N/A—9,164,905-9,164,905-100%$432.6M———
Royal Bank of Canada
N/A—8,268,130-8,268,130-100%$390.3M———
Susquehanna International Group, LLP
N/A—5,918,375-5,918,375-100%$279.3M———
Forge Financial Services LLC
N/A—5,516,760-5,516,760-100%$260.4M———
UBS Group AG
N/A—5,452,603-5,452,603-100%$257.4M———
MML Investors Services, LLC
N/A—4,179,335-4,179,335-100%$197.3M———
Stifel Financial Corp
N/A—2,911,584-2,911,584-100%$137.4M———
Advance Capital Management, Inc.
N/A—2,846,782-2,846,782-100%$134.4M———
Benjamin Edwards Inc
N/A—2,733,600-2,733,600-100%$129.0M———
JPMorgan Chase & Co
N/A—2,602,111-2,602,111-100%$121.8M———
&partners
N/A—2,262,117-2,262,117-100%$106.8M———
Baird Financial Group, Inc.
N/A—2,187,427-2,187,427-100%$103.2M———
Private Advisor Group, LLC
N/A—2,055,511-2,055,511-100%$97.0M———
SEI Investments Co
N/A—2,022,745-2,022,745-100%$95.5M———
WNY Asset Management, LLC
N/A—1,986,506-1,986,506-100%$93.8M———
NewEdge Advisors, LLC
N/A—1,604,940-1,604,940-100%$75.8M———
Janney Montgomery Scott LLC
N/A—1,412,527-1,412,527-100%$66.7M———
Great Valley Advisor Group, Inc.
N/A—1,396,166-1,396,166-100%$65.9M———
Rockefeller Capital Management L.P.
N/A—1,324,736-1,324,736-100%$62.5M———
Captrust Financial Advisors
N/A—1,316,937-1,316,937-100%$62.2M———
Harbour Investments, Inc.
N/A—925,166-925,166-100%$43.7M———
Equitable Holdings, Inc.
N/A—888,354-888,354-100%$41.9M———
Global Retirement Partners, LLC
N/A—885,322-885,322-100%$41.8M———
Focus Partners Wealth
N/A—879,733-879,733-100%$41.5M———
Barnes Pettey Financial Advisors, LLC
N/A—852,025-852,025-100%$40.2M———
HighPoint Advisor Group LLC
N/A—760,133-760,133-100%$35.9M———
Cerity Partners LLC
N/A—741,703-741,703-100%$35.0M———
Haverford Trust Co
N/A—740,320-740,320-100%$34.9M———
Tribridge Partners Financial LLC
N/A—628,455-628,455-100%$28.0M———
Bessemer Group Inc
N/A—618,015-618,015-100%$29.2M———
IAM Advisory, LLC
N/A—617,766-617,766-100%$29.2M———
Ameritas Advisory Services, LLC
N/A—596,270-596,270-100%$28.1M———
Geneos Wealth Management Inc.
N/A—591,617-591,617-100%$27.9M———
Natixis Advisors, LLC
N/A—537,947-537,947-100%$25.4M———
HighTower Advisors, LLC
N/A—504,313-504,313-100%$23.8M———
Stephens Inc
N/A—486,484-486,484-100%$23.0M———
Capital Analysts, LLC
N/A—485,351-485,351-100%$22.9M———
Sanctuary Advisors, LLC
N/A—480,715-480,715-100%$22.7M———
Blair William & Co
N/A—465,338-465,338-100%$22.0M———
Alpha Financial Advisors, LLC
N/A—437,425-437,425-100%$20.6M———
Kera Capital Partners, Inc.
N/A—420,261-420,261-100%$19.8M———
Mason Investment Advisory Services, Inc.
N/A—414,707-414,707-100%$19.6M———
Jane Street Group, LLC
N/A—400,000-400,000-100%$18.9M———
Mutual Advisors, LLC
N/A—399,796-399,796-100%$18.9M———
Per Stirling Capital Management, Llc.
N/A—399,468-399,468-100%$18.9M———
Steward Partners Investment Advisory, LLC
N/A—398,621-398,621-100%$18.8M———
Smith, Moore & Co.
N/A—330,248-330,248-100%$15.6M———
Thoroughbred Financial Services, LLC
N/A—326,013-326,013-100%$14.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—286,345-286,345-100%$13.5M———
Panoramic Capital Partners, LLC
N/A—284,658-284,658-100%$13.4M———
Compton Financial Group, LLC
N/A—279,114-279,114-100%$13.2M———
Bridgewealth Advisory Group, LLC
N/A—267,941-267,941-100%$12.6M———
Investments & Financial Planning, LLC
N/A—261,680-261,680-100%$12.4M———
EQ Wealth Advisors, LLC
N/A—261,134-261,134-100%$12.3M———
Advisory Services Network, LLC
N/A—254,782-254,782-100%$12.0M———
Coign Capital Advisors LLC
N/A—252,969-252,969-100%$11.9M———
Bellevue Asset Management, LLC
N/A—250,564-250,564-100%$11.8M———
Orion Porfolio Solutions, LLC
N/A—247,507-247,507-100%$11.7M———
Smartleaf Asset Management LLC
N/A—245,679-245,679-100%$11.5M———
Aptus Capital Advisors, LLC
N/A—237,034-237,034-100%$11.2M———
Vestmark Advisory Solutions, Inc.
N/A—236,593-236,593-100%$11.2M———
Western Wealth Management, LLC
N/A—232,682-232,682-100%$11.0M———
Bleakley Financial Group, LLC
N/A—229,793-229,793-100%$10.8M———
MAI Capital Management
N/A—229,587-229,587-100%$10.8M———
Waverly Advisors, LLC
N/A—227,039-227,039-100%$10.7M———
HSBC Holdings PLC
N/A—222,317-222,317-100%$10.5M———
Principal Securities, Inc.
N/A—220,603-220,603-100%$10.4M———
Stratos Wealth Partners, Ltd.
N/A—210,137-210,137-100%$9.9M———
Menora Mivtachim Holdings Ltd.
N/A—209,512-209,512-100%$9.9M———
EP Wealth Advisors, LLC
N/A—206,047-206,047-100%$9.7M———
Cozad Asset Management Inc
N/A—197,050-197,050-100%$9.3M———
Mrwm Advisors, LLC
N/A—196,670-196,670-100%$9.3M———
Tudor Investment Corp ET AL
N/A—191,298-191,298-100%$9.0M———
Ameriprise Financial Inc
N/A—191,144-191,144-100%$9.0M———
Troutman Wealth Management, LLC
N/A—190,987-190,987-100%$9.0M———
Integrated Wealth Concepts LLC
N/A—190,242-190,242-100%$9.0M———
Wayfinding Financial, LLC
N/A—189,860-189,860-100%$9.0M———
World Investment Advisors
N/A—189,231-189,231-100%$7.7M———
Centaurus Financial, Inc.
N/A—186,851-186,851-100%$8.8M———
Perennial Investment Advisors, LLC
N/A—185,080-185,080-100%$8.7M———
Swisher Financial Concepts, Inc.
N/A—180,904-180,904-100%$8.5M———
Tradition Wealth Management, LLC
N/A—175,366-175,366-100%$8.3M———
Vawter Financial, Ltd.
N/A—171,017-171,017-100%$8.1M———
Vigil Wealth Management, LLC
N/A—168,245-168,245-100%$7.9M———
Nicholson Meyer Capital Management, Inc.
N/A—165,676-165,676-100%$7.8M———
5T Wealth, LLC
N/A—165,300-165,300-100%$7.8M———
Modern Wealth Management, LLC
N/A—164,611-164,611-100%$7.8M———
OneDigital Investment Advisors LLC
N/A—161,724-161,724-100%$7.6M———
Leigh Baldwin & Co., LLC
N/A—161,564-161,564-100%$7.6M———
Evolve Private Wealth, LLC
N/A—157,861-157,861-100%$7.5M———
Continuum Advisory, LLC
N/A—155,308-155,308-100%$7.3M———
Guardian Wealth Advisors, LLC / NC
N/A—154,858-154,858-100%$7.3M———
IFG Advisory, LLC
N/A—153,394-153,394-100%$7.2M———
Founders Financial Alliance, LLC
N/A—148,267-148,267-100%$7.0M———
Gateway Wealth Partners, LLC
N/A—142,181-142,181-100%$6.7M———
Mariner, LLC
N/A—139,778-139,778-100%$6.6M———
Envestnet Portfolio Solutions, Inc.
N/A—138,348-138,348-100%$6.5M———
Kingsview Wealth Management, LLC
N/A—133,747-133,747-100%$6.3M———
Kintra Wealth, LLC
N/A—133,023-133,023-100%$6.3M———
Calton & Associates, Inc.
N/A—128,616-128,616-100%$6.1M———
Summit Financial, LLC
N/A—125,186-125,186-100%$5.9M———
Parsonex Advisory Services, Inc.
N/A—116,863-116,863-100%$5.5M———
RPg Family Wealth Advisory, LLC
N/A—114,700-114,700-100%$5.4M———
Cary Street Partners Financial LLC
N/A—113,147-113,147-100%$5.3M———
Roehl & Yi Investment Advisors, LLC
N/A—112,176-112,176-100%$5.1M———
CreativeOne Wealth, LLC
N/A—111,876-111,876-100%$5.3M———
ST Germain D J Co Inc
N/A—111,701-111,701-100%$5.3M———
Bravera Wealth
N/A—109,516-109,516-100%$5.2M———
Wood Tarver Financial Group, LLC
N/A—106,710-106,710-100%$5.0M———
IHT Wealth Management, LLC
N/A—104,875-104,875-100%$5.0M———
Focus Partners Advisor Solutions, LLC
N/A—103,609-103,609-100%$4.9M———
Delta Investment Management, LLC
N/A—101,176-101,176-100%$4.8M———
Aurdan Capital Management, LLC
N/A—100,144-100,144-100%$4.7M———
Atlas Legacy Advisors, LLC
N/A—95,121-95,121-100%$4.5M———
Peapack Gladstone Financial Corp
N/A—94,671-94,671-100%$4.5M———
Essex Financial Services, Inc.
N/A—92,101-92,101-100%$4.3M———
Cassady Wealth & Retirement Planning, LLC
N/A—92,081-92,081-100%$4.3M———
Elequin Capital, LP
N/A—91,935-91,935-100%$4.3M———
Hopwood Nicholas Hunter
N/A—90,645-90,645-100%$4.3M———
Oxinas Partners, LLC
N/A—88,969-88,969-100%$4.2M———
Silver OAK Securities, Incorporated
N/A—81,936-81,936-100%$3.9M———
Flow Traders U.S. LLC
N/A—81,717-81,717-100%$3.9M———
Renaissance Technologies LLC
N/A—78,858-78,858-100%$3.7M———
Arkadios Wealth Advisors
N/A—78,790-78,790-100%$3.7M———
Beacon Pointe Advisors, LLC
N/A—78,702-78,702-100%$3.7M———
LeClair Wealth Partners LLC
N/A—78,654-78,654-100%$3.7M———
Timmons Wealth Management, LLC
N/A—76,257-76,257-100%$3.6M———
Synergy Investment Management, LLC
N/A—73,195-73,195-100%$3.5M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—72,690-72,690-100%$3.4M———
Keystone Financial Group
N/A—69,522-69,522-100%$3.3M———
Quantinno Capital Management LP
N/A—69,284-69,284-100%$3.3M———
Anchor Investment Management, LLC
N/A—67,512-67,512-100%$3.2M———
SG Americas Securities, LLC
N/A—67,400-67,400-100%$3.2M———
Expressive Wealth LLC
N/A—64,001-64,001-100%$3.0M———
Nwam LLC
N/A—60,693-60,693-100%$2.9M———
Kovack Advisors, Inc.
N/A—58,227-58,227-100%$2.7M———
Ameritas Investment Partners, Inc.
N/A—58,160-58,160-100%$2.7M———
BFC Planning, Inc.
N/A—57,496-57,496-100%$2.7M———
Rothschild Investment LLC
N/A—57,364-57,364-100%$2.7M———
D. E. Shaw & Co., Inc.
N/A—53,698-53,698-100%$2.5M———
Sittner & Nelson, LLC
N/A—52,036-52,036-100%$2.5M———
UBS Asset Management Americas LLC
N/A—47,910-47,910-100%$2.3M———
Crux Wealth Advisors
N/A—45,620-45,620-100%$2.2M———
Gladstone Institutional Advisory LLC
N/A—44,057-44,057-100%$2.1M———
Belpointe Asset Management LLC
N/A—39,232-39,232-100%$1.9M———
Owen LaRue, LLC
N/A—37,828-37,828-100%$1.8M———
Pettyjohn, Wood & White, Inc
N/A—35,914-35,914-100%$1.7M———
Everpar Advisors LLC
N/A—35,386-35,386-100%$1.7M———
J Hagan Capital, Inc.
N/A—35,158-35,158-100%$1.7M———
Arax Advisory Partners
N/A—33,114-33,114-100%$1.6M———
Advyzon Investment Management, LLC
N/A—32,232-32,232-100%$1.5M———
Harborfront Financial Group LLC
N/A—31,686-31,686-100%$1.5M———
Peak Planning Group, LLC
N/A—29,761-29,761-100%$1.4M———
Rather & Kittrell, Inc.
N/A—28,817-28,817-100%$1.4M———
Vantus Wealth LLC
N/A—28,103-28,103-100%$1.3M———
Flputnam Investment Management Co
N/A—26,093-26,093-100%$1.2M———
AQR Capital Management LLC
N/A—26,040-26,040-100%$1.2M———
Aspire Growth Partners LLC
N/A—25,397-25,397-100%$1.2M———
Greenline Wealth Management LLC
N/A—25,340-25,340-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—25,101-25,101-100%$1.2M———
Regal Investment Advisors LLC
N/A—24,493-24,493-100%$1.2M———
Sun Financial Inc
N/A—24,401-24,401-100%$1.1M———
Clark Capital Management Group, Inc.
N/A—23,772-23,772-100%$1.1M———
First Trust Advisors LP
N/A—23,164-23,164-100%$1.1M———
Storen Legacy Partners, LLC
N/A—22,809-22,809-100%$1.1M———
Florida Financial Advisors, LLC
N/A—22,080-22,080-100%$1.0M———
Rehmann Capital Advisory Group
N/A—21,573-21,573-100%$1.0M———
CIM, LLC
N/A—20,413-20,413-100%$963.5K———
Mercer Global Advisors Inc
N/A—19,868-19,868-100%$937.8K———
GTS Securities LLC
N/A—19,223-19,223-100%$907.3K———
Cvfg LLC
N/A—18,938-18,938-100%$893.9K———
AE Wealth Management LLC
N/A—18,879-18,879-100%$891.1K———
Transcend Capital Advisors, LLC
N/A—17,901-17,901-100%$844.9K———
BHK Investment Advisors, LLC
N/A—17,010-17,010-100%$802.9K———
FMR LLC
N/A—16,671-16,671-100%$786.9K———
WealthTrak Capital Management LLC
N/A—16,583-16,583-100%$782.7K———
Fortis Capital Advisors, LLC
N/A—16,523-16,523-100%$779.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,351-16,351-100%$771.8K———
Pinnacle Financial Partners, Inc.
N/A—16,269-16,269-100%$767.9K———
Advisory Alpha, LLC
N/A—16,130-16,130-100%$761.4K———
Northern Trust Corp
N/A—15,655-15,655-100%$738.9K———
Keystone Financial Services, LLC
N/A—15,649-15,649-100%$738.6K———
RiverFront Investment Group, LLC
N/A—15,009-15,009-100%$708.4K———
Octavia Wealth Advisors, LLC
N/A—14,885-14,885-100%$703.0K———
Wealthgarden F.S. LLC
N/A—14,768-14,768-100%$697.0K———
Glassy Mountain Advisors, Inc.
N/A—14,678-14,678-100%$692.8K———
HFG Advisors, Inc.
N/A—14,430-14,430-100%$681.1K———
Optimus Capital Advisors, LLC
N/A—13,938-13,938-100%$657.9K———
Pathstone Holdings, LLC
N/A—13,568-13,568-100%$640.4K———
Tudor Financial Inc.
N/A—13,331-13,331-100%$629.2K———
Warner Group LLC
N/A—13,291-13,291-100%$627.3K———
PCG Wealth Advisors, LLC
N/A—13,289-13,289-100%$627.2K———
O'shaughnessy Asset Management, LLC
N/A—12,960-12,960-100%$611.7K———
Duncan Williams Asset Management, LLC
N/A—12,958-12,958-100%$611.6K———
Betterment LLC
N/A—12,802-12,802-100%$604.0K———
Mayflower Financial Advisors, LLC
N/A—12,533-12,533-100%$591.6K———
Ameriflex Group, Inc.
N/A—11,374-11,374-100%$536.9K———
Savvy Advisors, Inc.
N/A—11,203-11,203-100%$528.8K———
WCG Wealth Advisors LLC
N/A—10,862-10,862-100%$512.7K———
Leo H. Evart, Inc.
N/A—10,838-10,838-100%$511.6K———
Franklin Resources Inc
N/A—10,802-10,802-100%$509.9K———
Brookwood Investment Group LLC
N/A—10,260-10,260-100%$484.3K———
Stratos Investment Management, LLC
N/A—9,842-9,842-100%$464.5K———
Bank of Montreal
N/A—9,833-9,833-100%$464.1K———
Faithward Advisors, LLC
N/A—9,527-9,527-100%$449.7K———
OneAscent Financial Services LLC
N/A—9,409-9,409-100%$444.1K———
McNamara Financial Services, Inc.
N/A—9,202-9,202-100%$434.3K———
Cofg Advisors, LLC
N/A—8,878-8,878-100%$419.1K———
PFG Investments, LLC
N/A—8,842-8,842-100%$417.4K———
Commerce Bank
N/A—8,701-8,701-100%$410.7K———
Transamerica Financial Advisors, LLC
N/A—8,562-8,562-100%$404.4K———
Stratos Wealth Advisors, LLC
N/A—8,338-8,338-100%$393.6K———
Medallion Wealth Advisors, LLC
N/A—8,101-8,101-100%$382.4K———
Snowden Capital Advisors LLC
N/A—7,991-7,991-100%$377.2K———
Insigneo Advisory Services, LLC
N/A—7,952-7,952-100%$375.3K———
Keating Financial Advisory Services, Inc.
N/A—7,734-7,734-100%$365.0K———
Naviter Wealth, LLC
N/A—7,425-7,425-100%$350.7K———
Baron Silver Stevens Financial Advisors, LLC
N/A—7,199-7,199-100%$339.8K———
XTX Topco Ltd
N/A—6,949-6,949-100%$328.0K———
Alta Wealth Advisors LLC
N/A—6,557-6,557-100%$309.5K———
Empower Advisory Group, LLC
N/A—6,357-6,357-100%$300.1K———
Capital International Investors
N/A—6,280-6,280-100%$296.4K———
Goldstone Financial Group, LLC
N/A—6,274-6,274-100%$296.1K———
Capital Investment Management, Inc.
N/A—6,160-6,160-100%$290.8K———
Mpwm Advisory Solutions, LLC
N/A—5,874-5,874-100%$277.2K———
Vermillion & White Wealth Management Group, LLC
N/A—5,572-5,572-100%$261.8K———
Tilson Financial Group, Inc.
N/A—5,501-5,501-100%$259.6K———
Johnson Investment Counsel Inc
N/A—5,467-5,467-100%$258.0K———
Hilltop Holdings Inc.
N/A—5,375-5,375-100%$253.7K———
Magnolia Capital Advisors LLC
N/A—5,330-5,330-100%$251.6K———
Pursuit Wealth Strategies, LLC
N/A—4,579-4,579-100%$216.1K———
Aspen Capital Management, LLC
N/A—4,578-4,578-100%$216.1K———
Maridea Wealth Management LLC
N/A—4,487-4,487-100%$211.8K———
Sequoia Financial Advisors, LLC
N/A—4,447-4,447-100%$209.9K———
Aspiring Ventures, LLC
N/A—4,250-4,250-100%$200.6K———
Huntington National Bank
N/A—3,729-3,729-100%$176.0K———
Operose Advisors LLC
N/A—3,100-3,100-100%$146.3K———
Lavaca Capital LLC
N/A—2,200-2,200-100%$103.8K———
Godfrey Financial Associates, Inc.
N/A—1,745-1,745-100%$82.4K———
Mcguire Capital Advisors Inc
N/A—1,525-1,525-100%$72.0K———
Colonial Trust Co / SC
N/A—1,517-1,517-100%$71.0K———
Strategic Wealth Partners, Ltd.
N/A—1,453-1,453-100%$68.6K———
Mark Sheptoff Financial Planning, LLC
N/A—1,322-1,322-100%$62.4K———
Whittier Trust Co of Nevada Inc
N/A—1,291-1,291-100%$60.2K———
Banco de Sabadell, S.a
N/A—1,162-1,162-100%$55.0K———
BlackRock, Inc.
N/A—1,023-1,023-100%$48.3K———
Vanguard Advisers Inc
N/A—961-961-100%$45.4K———
Motco
N/A—960-960-100%$45.3K———
Fourth Dimension Wealth, LLC
N/A—628-628-100%$29.6K———
Ancora Advisors LLCA
N/A—539-539-100%$25.4K———
Private Wealth Asset Management, LLC
N/A—500-500-100%$23.6K———
Miller Capital Partners, Inc.
N/A—412-412-100%$19.4K———
ESL Trust Services, LLC
N/A—226-226-100%$10.7K———
Strategic Investment Solutions, Inc.
N/A—222-222-100%$10.5K———
Hantz Financial Services, Inc.
N/A—122-122-100%$6———
Front Row Advisors LLC
N/A—18-18-100%$845———
Tower Research Capital LLC (TRC)
N/A—3-3-100%$142———
Showing 688 of 688 institutions