IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cap Group Dividend Value (CGDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares86,862,073 from 81,072,273
Change+5,789,800 (+7%)
Value$4.2B (+$248.0M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares13,297,007 from 13,667,917
Change-370,910 (-3%)
Value$649.6M (-$24.0M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,028,990 from 7,841,855
Change+187,135 (+2%)
Value$392.2M (+$5.8M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares7,814,179 from 6,959,626
Change+854,553 (+12%)
Value$381.7M (+$38.8M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares7,609,979 from 6,955,068
Change+654,911 (+9%)
Value$371.7M (+$29.0M)
Filed 2026-11-02
Forge Financial Services LLC
INCREASED
Shares5,726,352 from 5,686,869
Change+39,483 (+1%)
Value$279.8M (-$401.0K)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares3,780,677 from 3,732,526
Change+48,151 (+1%)
Value$184.7M (+$747.2K)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares2,800,570 from 2,530,961
Change+269,609 (+11%)
Value$136.8M (+$12.1M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares2,432,802 from 1,259,466
Change+1,173,336 (+93%)
Value$118.8M (+$56.8M)
Filed 2026-10-21
Johnson Bixby & Associates, LLC
INCREASED
Shares2,152,340 from 2,140,742
Change+11,598 (+1%)
Value$105.1M (-$353.9K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares2,114,836 from 1,765,060
Change+349,776 (+20%)
Value$103.3M (+$16.3M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares1,928,658 from 1,942,547
Change-13,889 (-1%)
Value$94.2M (-$1.5M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,851,571 from 1,384,672
Change+466,899 (+34%)
Value$91.2M (+$22.6M)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares1,818,114 from 1,727,974
Change+90,140 (+5%)
Value$88.8M (+$3.7M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares1,328,306 from 1,237,244
Change+91,062 (+7%)
Value$64.8M (+$3.9M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares1,308,047 from 1,359,717
Change-51,670 (-4%)
Value$63.9M (-$3.1M)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares1,219,147 from 1,222,092
Change-2,945 (0%)
Value$59.6M (-$669.4K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares1,168,577 from 1,125,921
Change+42,656 (+4%)
Value$57.1M (+$1.6M)
Filed 2026-11-05
First Pacific Financial
INCREASED
Shares1,067,781 from 170,555
Change+897,226 (+526%)
Value$52.2M (+$43.8M)
Filed 2026-10-14
Erickson Financial Group, LLC
INCREASED
Shares1,063,740 from 1,057,731
Change+6,009 (+1%)
Value$52.0M (-$161.3K)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares1,043,930 from 1,038,035
Change+5,895 (+1%)
Value$51.0M (-$158.4K)
Filed 2026-10-21
Harbour Investments, Inc.
DECREASED
Shares1,042,640 from 1,085,868
Change-43,228 (-4%)
Value$50.9M (-$2.6M)
Filed 2026-11-09
Souders Financial Advisors
INCREASED
Shares1,039,893 from 1,034,001
Change+5,892 (+1%)
Value$50.8M (-$156.8K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares1,038,665 from 1,020,802
Change+17,863 (+2%)
Value$50.7M (+$433.7K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares1,036,911 from 971,237
Change+65,674 (+7%)
Value$50.7M (+$2.8M)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares951,821 from 924,313
Change+27,508 (+3%)
Value$46.5M (+$946.3K)
Filed 2026-10-19
Park National Corp
INCREASED
Shares926,998 from 926,853
Change+145 (+0%)
Value$45.3M (-$391.3K)
Filed 2026-10-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares906,732 from 907,151
Change-419 (0%)
Value$44.3M (-$410.6K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares858,658 from 830,959
Change+27,699 (+3%)
Value$41.9M (+$995.8K)
Filed 2026-11-06
J. Derek Lewis & Associates Inc.
INCREASED
Shares812,384 from 805,749
Change+6,635 (+1%)
Value$39.7M (-$22.5K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares771,312 from 651,235
Change+120,077 (+18%)
Value$37.7M (+$5.6M)
Filed 2026-10-28
Wealth Science Advisors LLC
INCREASED
Shares724,841 from 684,713
Change+40,128 (+6%)
Value$35.4M (+$1.7M)
Filed 2026-10-09
Midwest Heritage Bank, FSB
DECREASED
Shares703,021 from 720,352
Change-17,331 (-2%)
Value$34.3M (-$1.2M)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares698,125 from 686,551
Change+11,574 (+2%)
Value$34.1M (+$270.2K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares694,874 from 666,097
Change+28,777 (+4%)
Value$33.9M (+$1.1M)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED
Shares686,353 from 668,224
Change+18,129 (+3%)
Value$33.5M (+$599.5K)
Filed 2026-10-16
James T. Borello RIA
INCREASED
Shares684,141 from 671,069
Change+13,072 (+2%)
Value$33.4M (+$350.0K)
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares648,303 from 631,535
Change+16,768 (+3%)
Value$31.7M (+$547.6K)
Filed 2026-10-22
Ergawealth Advisors, Inc.
DECREASED
Shares638,628 from 640,634
Change-2,006 (0%)
Value$31.2M (-$373.5K)
Filed 2026-10-21
IFG Advisory, LLC
INCREASED
Shares624,125 from 312,761
Change+311,364 (+100%)
Value$30.5M (+$15.1M)
Filed 2026-11-09
Royal Harbor Partners, LLC
DECREASED
Shares620,590 from 621,622
Change-1,032 (0%)
Value$30.3M (-$317.7K)
Filed 2026-10-29
Avaii Wealth Management, LLC
DECREASED
Shares603,272 from 604,853
Change-1,581 (0%)
Value$29.7M (-$126.2K)
Filed 2026-10-09
New England Private Wealth Advisors LLC
INCREASED
Shares585,342 from 584,061
Change+1,281 (+0%)
Value$28.6M (+$62.6K)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
INCREASED
Shares575,735 from 569,657
Change+6,078 (+1%)
Value$28.1M (+$52.0K)
Filed 2026-10-19
CJM Wealth Advisers, Ltd.
INCREASED
Shares567,500 from 498,563
Change+68,937 (+14%)
Value$27.7M (+$3.2M)
Filed 2026-10-27
Geneos Wealth Management Inc.
INCREASED
Shares557,669 from 519,958
Change+37,711 (+7%)
Value$27.2M (+$1.6M)
Filed 2026-11-09
Creative Financial Designs Inc
INCREASED
Shares553,905 from 520,295
Change+33,610 (+6%)
Value$27.1M (+$1.4M)
Filed 2026-11-04
Capital Advantage, Inc.
INCREASED
Shares541,817 from 539,351
Change+2,466 (+0%)
Value$26.5M (-$111.4K)
Filed 2026-10-14
Main Line Retirement Advisors, LLC
INCREASED
Shares534,085 from 506,920
Change+27,165 (+5%)
Value$26.1M (+$1.1M)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares531,185 from 720,910
Change-189,725 (-26%)
Value$25.9M (-$9.6M)
Filed 2026-10-21
Mission Wealth Management, LP
INCREASED
Shares521,744 from 506,871
Change+14,873 (+3%)
Value$25.5M (+$508.6K)
Filed 2026-10-15
Sunrise Financial Services, LLC
INCREASED
Shares516,076 from 470,685
Change+45,391 (+10%)
Value$25.2M (+$2.0M)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares510,934 from 471,133
Change+39,801 (+8%)
Value$25.0M (+$1.7M)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares495,866 from 445,308
Change+50,558 (+11%)
Value$24.2M (+$2.3M)
Filed 2026-10-14
Copper Harbor Investment Advisors, LLC
INCREASED
Shares479,705 from 449,239
Change+30,466 (+7%)
Value$23.4M (+$1.3M)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares472,521 from 456,366
Change+16,155 (+4%)
Value$23.1M (+$592.9K)
Filed 2026-10-07
Challenger Wealth Management
INCREASED
Shares471,720 from 468,498
Change+3,222 (+1%)
Value$23.0M (-$44.0K)
Filed 2026-10-30
ACT Advisors, Llc.
INCREASED
Shares468,707 from 467,994
Change+713 (+0%)
Value$22.9M (-$166.4K)
Filed 2026-10-15
HighPoint Advisor Group LLC
INCREASED
Shares464,537 from 446,047
Change+18,490 (+4%)
Value$22.7M (+$711.4K)
Filed 2026-11-09
Sigma Planning Corp
DECREASED
Shares458,774 from 464,598
Change-5,824 (-1%)
Value$22.2M (-$707.9K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares458,445 from 426,491
Change+31,954 (+7%)
Value$22.4M (+$1.4M)
Filed 2026-10-08
Beacon Financial Advisory LLC
INCREASED
Shares452,815 from 447,338
Change+5,477 (+1%)
Value$22.1M (+$75.2K)
Filed 2026-10-16
Clarity Retirement & Wealth, LLC
INCREASED
Shares452,612 from 448,307
Change+4,305 (+1%)
Value$22.1M (+$17.6K)
Filed 2026-11-04
Entruity Wealth, LLC
INCREASED
Shares438,139 from 431,925
Change+6,214 (+1%)
Value$21.4M (+$117.9K)
Filed 2026-11-06
VVR Holdings LLC
INCREASED
Shares436,651 from 422,371
Change+14,280 (+3%)
Value$21.3M (+$516.0K)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares435,524 from 427,200
Change+8,324 (+2%)
Value$21.3M (+$223.0K)
Filed 2026-10-07
Dmkc Advisory Services, LLC
DECREASED
Shares434,928 from 610,433
Change-175,505 (-29%)
Value$21.2M (-$8.8M)
Filed 2026-11-04
Platt Wealth Management LLC
DECREASED
Shares401,667 from 427,896
Change-26,229 (-6%)
Value$19.6M (-$1.5M)
Filed 2026-11-04
Sage Private Wealth Group, LLC
DECREASED
Shares394,639 from 410,468
Change-15,829 (-4%)
Value$19.3M (-$949.4K)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares391,326 from 325,357
Change+65,969 (+20%)
Value$19.1M (+$3.1M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares389,773 from 363,613
Change+26,160 (+7%)
Value$19.0M (+$1.1M)
Filed 2026-11-04
Lynch & Associates
INCREASED
Shares379,350 from 64,710
Change+314,640 (+486%)
Value$18.5M (+$15.3M)
Filed 2026-10-13
Melone Private Wealth, LLC
INCREASED
Shares373,487 from 364,684
Change+8,803 (+2%)
Value$18.2M (+$273.2K)
Filed 2026-10-16
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares362,091 from 325,896
Change+36,195 (+11%)
Value$17.7M (+$3.8M)
Filed 2026-10-14
Greenbush Financial Group, LLC
INCREASED
Shares360,861 from 337,883
Change+22,978 (+7%)
Value$17.6M (+$977.1K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares359,229 from 314,086
Change+45,143 (+14%)
Value$17.5M (+$2.1M)
Filed 2026-11-05
KPP Advisory Services LLC
INCREASED
Shares358,038 from 344,673
Change+13,365 (+4%)
Value$17.5M (+$504.7K)
Filed 2026-10-26
Code Waechter LLC
INCREASED
Shares356,778 from 344,545
Change+12,233 (+4%)
Value$17.4M (+$449.5K)
Filed 2026-10-23
WJ Wealth Management, LLC
DECREASED
Shares348,698 from 408,012
Change-59,314 (-15%)
Value$17.0M (-$3.1M)
Filed 2026-11-03
Hunter Associates Investment Management LLC
INCREASED
Shares346,359 from 296,436
Change+49,923 (+17%)
Value$16.9M (+$2.3M)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares344,471 from 355,630
Change-11,159 (-3%)
Value$16.8M (-$698.0K)
Filed 2026-10-22
VestGen Advisors, LLC
DECREASED
Shares338,522 from 350,371
Change-11,849 (-3%)
Value$16.5M (-$729.5K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares335,268 from 290,115
Change+45,153 (+16%)
Value$16.4M (+$2.1M)
Filed 2026-10-26
FSA Wealth Partners, Inc.
INCREASED
Shares334,888 from 319,177
Change+15,711 (+5%)
Value$16.4M (+$630.2K)
Filed 2026-10-26
Fourpath Capital Management, LLC
INCREASED
Shares328,275 from 17,717
Change+310,558 (+1753%)
Value$16.0M (+$15.2M)
Filed 2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED
Shares326,156 from 315,024
Change+11,132 (+4%)
Value$15.9M (+$408.3K)
Filed 2026-11-02
Quantum Financial Planning Services, Inc.
INCREASED
Shares317,195 from 189,274
Change+127,921 (+68%)
Value$15.5M (+$6.2M)
Filed 2026-10-14
Michael Brady & Co., LLC
DECREASED
Shares316,869 from 326,539
Change-9,670 (-3%)
Value$15.5M (-$612.8K)
Filed 2026-10-23
IMG Wealth Management, Inc.
INCREASED
Shares314,570 from 281,740
Change+32,830 (+12%)
Value$15.4M (+$1.5M)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares312,657 from 314,047
Change-1,390 (0%)
Value$15.3M (-$203.0K)
Filed 2026-11-05
Armstrong, Fleming & Moore, Inc
INCREASED
Shares309,228 from 293,914
Change+15,314 (+5%)
Value$15.1M (+$621.7K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares306,208 from 279,121
Change+27,087 (+10%)
Value$15.0M (+$1.2M)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares294,835 from 306,041
Change-11,206 (-4%)
Value$14.6M (-$215.5K)
Filed 2026-11-02
Keenan, LLC
INCREASED
Shares294,715 from 277,625
Change+17,090 (+6%)
Value$14.4M (+$715.5K)
Filed 2026-10-23
AdvisorNet Financial, Inc
INCREASED
Shares293,584 from 287,324
Change+6,260 (+2%)
Value$14.4M (+$267.4K)
Filed 2026-10-15
CLG LLC
INCREASED
Shares290,773 from 231,166
Change+59,607 (+26%)
Value$14.2M (+$2.8M)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares285,002 from 267,572
Change+17,430 (+7%)
Value$13.9M (+$736.4K)
Filed 2026-11-04
McCarthy Asset Management, Inc.
INCREASED
Shares282,758 from 277,359
Change+5,399 (+2%)
Value$13.8M (+$144.5K)
Filed 2026-10-20
Ridgeline Wealth Planning, LLC
INCREASED
Shares280,382 from 272,667
Change+7,715 (+3%)
Value$13.7M (+$259.7K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
INCREASED
Shares279,178 from 269,786
Change+9,392 (+3%)
Value$13.6M (+$342.8K)
Filed 2026-10-29
WealthCare Investment Partners, LLC
INCREASED
Shares273,381 from 249,935
Change+23,446 (+9%)
Value$13.4M (+$1.0M)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares267,036 from 116,145
Change+150,891 (+130%)
Value$13.0M (+$7.3M)
Filed 2026-10-27
LongView Wealth Management
INCREASED
Shares264,674 from 243,588
Change+21,086 (+9%)
Value$12.9M (+$925.3K)
Filed 2026-10-19
Dahring | Cusmano LLC
INCREASED
Shares264,326 from 178,611
Change+85,715 (+48%)
Value$12.9M (+$4.1M)
Filed 2026-11-03
Freedom Financial Partners LLC
INCREASED
Shares264,014 from 250,337
Change+13,677 (+5%)
Value$12.9M (+$560.5K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares263,279 from 255,475
Change+7,804 (+3%)
Value$12.9M (+$271.4K)
Filed 2026-10-21
Smith Thornton Advisors LLC
INCREASED
Shares260,296 from 254,612
Change+5,684 (+2%)
Value$12.7M (+$224.2K)
Filed 2026-10-16
Simplicity Wealth,LLC
DECREASED
Shares260,217 from 266,917
Change-6,700 (-3%)
Value$12.7M (-$442.0K)
Filed 2026-10-23
Seamount Financial Group Inc
INCREASED
Shares255,322 from 249,281
Change+6,041 (+2%)
Value$12.5M (+$187.9K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares252,938 from 253,313
Change-375 (0%)
Value$12.4M (-$127.2K)
Filed 2026-10-14
BetterWealth, LLC
INCREASED
Shares250,838 from 248,383
Change+2,455 (+1%)
Value$12.3M (+$13.1K)
Filed 2026-10-15
Kaizen Financial Strategies
DECREASED
Shares245,374 from 266,220
Change-20,846 (-8%)
Value$12.0M (-$1.1M)
Filed 2026-10-09
Fermata Advisors, LLC
DECREASED
Shares244,074 from 249,783
Change-5,709 (-2%)
Value$11.9M (-$386.3K)
Filed 2026-10-13
Armor Investment Advisors, LLC
INCREASED
Shares241,164 from 237,673
Change+3,491 (+1%)
Value$11.8M (+$68.4K)
Filed 2026-10-27
New England Capital Financial Advisors LLC
INCREASED
Shares238,726 from 231,462
Change+7,264 (+3%)
Value$11.7M (+$255.3K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares236,870 from 240,488
Change-3,618 (-1%)
Value$11.8M (+$29.0K)
Filed 2026-10-19
Bouvel Investment Partners, LLC
DECREASED
Shares235,814 from 292,611
Change-56,797 (-19%)
Value$11.5M (-$2.9M)
Filed 2026-10-13
Dean, Jacobson Financial Services, LLC
INCREASED
Shares233,766 from 222,469
Change+11,297 (+5%)
Value$11.4M (+$456.2K)
Filed 2026-10-29
Cornerstone Advisory, LLC
INCREASED
Shares230,778 from 182,911
Change+47,867 (+26%)
Value$11.3M (+$2.3M)
Filed 2026-11-06
Boyer Financial Services, Inc.
INCREASED
Shares226,846 from 224,193
Change+2,653 (+1%)
Value$11.1M (+$107.2K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares221,217 from 212,847
Change+8,370 (+4%)
Value$10.9M (+$504.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares221,217 from 212,847
Change+8,370 (+4%)
Value$10.9M (+$504.9K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares217,319 from 190,608
Change+26,711 (+14%)
Value$10.6M (+$1.2M)
Filed 2026-10-20
Olistico Wealth, LLC
INCREASED
Shares216,687 from 214,557
Change+2,130 (+1%)
Value$10.6M (+$11.8K)
Filed 2026-10-05
Smart Wealth LLC
NEW
Shares216,315
Change+216,315
Value$10.6M
Filed 2026-11-04
Novem Group
INCREASED
Shares216,288 from 180,725
Change+35,563 (+20%)
Value$10.6M (+$1.7M)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares211,702 from 210,765
Change+937 (+0%)
Value$10.3M (-$44.9K)
Filed 2026-10-16
CGN Advisors LLC
INCREASED
Shares211,578 from 202,765
Change+8,813 (+4%)
Value$10.3M (+$343.3K)
Filed 2026-10-21
Advisory Solutions Group, LLC
INCREASED
Shares207,528 from 4,796
Change+202,732 (+4227%)
Value$10.1M (+$9.9M)
Filed 2026-10-14
William John Sempolinski
INCREASED
Shares205,350 from 191,760
Change+13,590 (+7%)
Value$10.0M (+$581.4K)
Filed 2026-10-20
Stewardship Concepts Financial Services LLC
DECREASED
Shares203,223 from 206,766
Change-3,543 (-2%)
Value$9.9M (-$262.0K)
Filed 2026-10-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares199,250 from 201,133
Change-1,883 (-1%)
Value$9.7M (-$178.4K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares198,869 from 193,176
Change+5,693 (+3%)
Value$9.7M (+$196.9K)
Filed 2026-10-14
Bill Few Associates, Inc.
INCREASED
Shares195,237 from 155,908
Change+39,329 (+25%)
Value$9.5M (+$1.9M)
Filed 2026-10-09
Vicus Capital
INCREASED
Shares193,544 from 176,654
Change+16,890 (+10%)
Value$9.5M (+$749.1K)
Filed 2026-11-05
Ball & Co Wealth Management Inc.
DECREASED
Shares188,948 from 196,983
Change-8,035 (-4%)
Value$9.2M (-$476.9K)
Filed 2026-11-05
Greenwood Capital Associates LLC
INCREASED
Shares187,478 from 125,566
Change+61,912 (+49%)
Value$9.2M (+$3.0M)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares184,723 from 179,898
Change+4,825 (+3%)
Value$9.0M (+$158.4K)
Filed 2026-10-29
Security Financial Services, Inc.
INCREASED
Shares182,693 from 23,583
Change+159,110 (+675%)
Value$8.9M (+$7.8M)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares180,264 from 171,406
Change+8,858 (+5%)
Value$8.8M (+$359.0K)
Filed 2026-11-03
Accel Wealth Management
INCREASED
Shares179,454 from 158,567
Change+20,887 (+13%)
Value$8.8M (+$952.1K)
Filed 2026-10-13
Thrivent Financial for Lutherans
NEW
Shares177,575
Change+177,575
Value$8.7M
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares168,033 from 397,262
Change-229,229 (-58%)
Value$8.2M (-$11.4M)
Filed 2026-10-08
BNB Wealth Management, LLC
INCREASED
Shares167,315 from 159,074
Change+8,241 (+5%)
Value$8.2M (+$334.2K)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares163,976 from 163,026
Change+950 (+1%)
Value$8.1M (+$46.8K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares161,855 from 153,273
Change+8,582 (+6%)
Value$7.9M (+$353.3K)
Filed 2026-11-04
M.E. Allison & Co., Inc.
INCREASED
Shares158,161 from 149,649
Change+8,512 (+6%)
Value$7.7M (+$351.5K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares156,477 from 147,047
Change+9,430 (+6%)
Value$7.6M (+$397.4K)
Filed 2026-10-13
Affiance Financial, LLC
INCREASED
Shares154,768 from 148,746
Change+6,022 (+4%)
Value$7.6M (+$230.2K)
Filed 2026-10-15
Scott Capital Advisors, LLC
INCREASED
Shares154,652 from 150,979
Change+3,673 (+2%)
Value$7.7M (+$216.6K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares154,482 from 325,844
Change-171,362 (-53%)
Value$7.5M (-$8.5M)
Filed 2026-10-27
Northwest Financial Advisors
INCREASED
Shares153,311 from 150,459
Change+2,852 (+2%)
Value$7.5M (+$74.6K)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED
Shares151,623 from 141,238
Change+10,385 (+7%)
Value$7.4M (+$446.6K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares148,654 from 146,405
Change+2,249 (+2%)
Value$7.3M (+$46.9K)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares146,944 from 131,187
Change+15,757 (+12%)
Value$7.2M (+$713.3K)
Filed 2026-10-14
KWB Wealth
DECREASED
Shares145,691 from 579,994
Change-434,303 (-75%)
Value$7.1M (-$21.5M)
Filed 2026-10-16
Uptick Partners, LLC
INCREASED
Shares145,080 from 131,550
Change+13,530 (+10%)
Value$7.1M (+$604.4K)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
INCREASED
Shares142,775 from 133,244
Change+9,531 (+7%)
Value$7.0M (+$408.3K)
Filed 2026-10-23
Milestone Investment Advisors LLC
INCREASED
Shares142,187 from 135,701
Change+6,486 (+5%)
Value$6.9M (+$258.5K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares141,997 from 169,600
Change-27,603 (-16%)
Value$6.9M (-$1.4M)
Filed 2026-11-03
Landaas & Co
INCREASED
Shares139,236 from 100,128
Change+39,108 (+39%)
Value$6.8M (+$1.9M)
Filed 2026-10-29
Clear Creek Financial Management, LLC
INCREASED
Shares137,950 from 135,211
Change+2,739 (+2%)
Value$6.7M (+$75.7K)
Filed 2026-10-28
HBW Advisory Services LLC
INCREASED
Shares135,063 from 123,224
Change+11,839 (+10%)
Value$6.6M (+$525.3K)
Filed 2026-10-15
Genesis Private Wealth, LLC
INCREASED
Shares132,098 from 104,685
Change+27,413 (+26%)
Value$6.5M (+$1.3M)
Filed 2026-11-02
RM Financial Services, LLC
INCREASED
Shares131,465 from 127,550
Change+3,915 (+3%)
Value$6.4M (+$136.4K)
Filed 2026-11-03
Balentine LLC
UNCHANGED
Shares131,411 from 131,411
Change0 (0%)
Value$6.4M (-$56.5K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares130,795 from 126,267
Change+4,528 (+4%)
Value$6.4M (+$166.9K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares129,670 from 130,781
Change-1,111 (-1%)
Value$6.4M (-$110.0K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares126,113 from 149,089
Change-22,976 (-15%)
Value$6.2M (-$1.2M)
Filed 2026-10-26
Alliance Private Wealth, LLC
DECREASED
Shares123,653 from 129,654
Change-6,001 (-5%)
Value$6.0M (-$348.9K)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares122,340 from 117,066
Change+5,274 (+5%)
Value$6.0M (+$207.3K)
Filed 2026-10-08
Harpswell Capital Advisors, LLC
DECREASED
Shares122,163 from 133,928
Change-11,765 (-9%)
Value$6.0M (-$632.3K)
Filed 2026-10-09
Delta Investment Management, LLC
INCREASED
Shares121,096 from 120,750
Change+346 (+0%)
Value$5.9M (-$35.0K)
Filed 2026-11-09
StrongBox Wealth, LLC
INCREASED
Shares118,881 from 73,321
Change+45,560 (+62%)
Value$5.8M (+$2.2M)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares117,616 from 113,817
Change+3,799 (+3%)
Value$5.7M (+$136.6K)
Filed 2026-10-14
Latitude Advisors, LLC
INCREASED
Shares116,781 from 96,340
Change+20,441 (+21%)
Value$5.7M (+$957.1K)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares116,083 from 118,723
Change-2,640 (-2%)
Value$5.7M (-$180.0K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares114,503 from 102,132
Change+12,371 (+12%)
Value$5.6M (+$560.4K)
Filed 2026-11-05
A&I Financial Services, LLC
INCREASED
Shares113,806 from 107,639
Change+6,167 (+6%)
Value$5.6M (+$254.9K)
Filed 2026-10-15
Turning Point Benefit Group, Inc.
INCREASED
Shares111,454 from 103,996
Change+7,458 (+7%)
Value$5.4M (+$331.3K)
Filed 2026-10-28
Financial Council, LLC
INCREASED
Shares111,283 from 74,961
Change+36,322 (+48%)
Value$5.4M (+$1.7M)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares110,195 from 103,938
Change+6,257 (+6%)
Value$5.4M (+$261.0K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
INCREASED
Shares109,539 from 109,425
Change+114 (+0%)
Value$5.4M (-$41.5K)
Filed 2026-10-22
IFS Advisors, LLC
NEW
Shares106,639
Change+106,639
Value$5.2M
Filed 2026-10-14
BlueChip Wealth Advisors LLC
DECREASED
Shares102,036 from 111,650
Change-9,614 (-9%)
Value$5.0M (-$517.6K)
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares100,973 from 101,033
Change-60 (0%)
Value$4.9M (-$46.4K)
Filed 2026-10-28
Altus Wealth Group LLC
INCREASED
Shares99,889 from 75,132
Change+24,757 (+33%)
Value$4.9M (+$1.2M)
Filed 2026-10-20
M Holdings Securities, Inc.
INCREASED
Shares99,377 from 77,030
Change+22,347 (+29%)
Value$4.8M (+$1.0M)
Filed 2026-11-03
Bulwark Capital Corp
DECREASED
Shares99,017 from 99,978
Change-961 (-1%)
Value$4.8M (-$89.9K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
DECREASED
Shares94,247 from 94,665
Change-418 (0%)
Value$4.6M (-$61.1K)
Filed 2026-10-29
Carson Advisory Inc.
INCREASED
Shares94,184 from 87,852
Change+6,332 (+7%)
Value$4.6M (+$271.5K)
Filed 2026-11-06
True Blue Financial, LLC
DECREASED
Shares93,619 from 98,977
Change-5,358 (-5%)
Value$4.6M (-$304.3K)
Filed 2026-10-15
Capital Investment Advisors, LLC
INCREASED
Shares93,503 from 90,575
Change+2,928 (+3%)
Value$4.6M (+$104.1K)
Filed 2026-10-22
Fifth Third Securities, Inc.
INCREASED
Shares92,265 from 77,596
Change+14,669 (+19%)
Value$4.5M (+$683.2K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares90,495 from 68,120
Change+22,375 (+33%)
Value$4.4M (+$1.1M)
Filed 2026-10-07
Creative Planning
INCREASED
Shares89,955 from 61,954
Change+28,001 (+45%)
Value$4.4M (+$1.3M)
Filed 2026-11-02
Endeavor Private Wealth, Inc.
DECREASED
Shares89,021 from 102,034
Change-13,013 (-13%)
Value$4.4M (-$681.1K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares88,758 from 76,814
Change+11,944 (+16%)
Value$4.3M (+$550.4K)
Filed 2026-11-02
Certior Financial Group, LLC
INCREASED
Shares87,644 from 87,414
Change+230 (+0%)
Value$4.3M (-$26.4K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares86,838 from 84,129
Change+2,709 (+3%)
Value$4.2M (+$96.2K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares85,013 from 93,257
Change-8,244 (-9%)
Value$4.2M (-$426.0K)
Filed 2026-11-02
Silverlake Wealth Management LLC
INCREASED
Shares84,412 from 82,729
Change+1,683 (+2%)
Value$4.1M (+$46.6K)
Filed 2026-10-21
Wespac Advisors, LLC
INCREASED
Shares82,132 from 80,612
Change+1,520 (+2%)
Value$4.0M (+$39.6K)
Filed 2026-10-26
Advisortrust Partners, LLC
INCREASED
Shares82,106 from 65,953
Change+16,153 (+24%)
Value$4.0M (+$760.7K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares81,954 from 76,981
Change+4,973 (+6%)
Value$4.0M (+$209.8K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares80,930 from 58,760
Change+22,170 (+38%)
Value$4.0M (+$1.1M)
Filed 2026-10-26
Selby Wealth Management, LLC
INCREASED
Shares80,802 from 73,111
Change+7,691 (+11%)
Value$3.9M (+$344.2K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares80,234 from 81,388
Change-1,154 (-1%)
Value$3.9M (-$91.4K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED
Shares76,990 from 64,890
Change+12,100 (+19%)
Value$3.8M (+$563.2K)
Filed 2026-10-19
Midwest Financial Group LLC
INCREASED
Shares75,791 from 61,421
Change+14,370 (+23%)
Value$3.7M (+$675.6K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares74,915 from 84,126
Change-9,211 (-11%)
Value$3.7M (-$486.1K)
Filed 2026-10-13
Modera Wealth Management, LLC
NEW
Shares74,302
Change+74,302
Value$3.6M
Filed 2026-10-28
Ashton Thomas Securities, LLC
DECREASED
Shares73,526 from 74,226
Change-700 (-1%)
Value$3.6M (-$66.1K)
Filed 2026-10-26
Richmond Investment Services, LLC
DECREASED
Shares72,380 from 77,430
Change-5,050 (-7%)
Value$3.5M (-$280.0K)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares71,789 from 73,364
Change-1,575 (-2%)
Value$3.5M (-$108.5K)
Filed 2026-11-05
Curtis Advisory Group, LLC
INCREASED
Shares71,436 from 71,394
Change+42 (+0%)
Value$3.5M (-$28.6K)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares69,868 from 72,193
Change-2,325 (-3%)
Value$3.4M (-$144.6K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares69,388 from 62,254
Change+7,134 (+11%)
Value$3.4M (+$321.7K)
Filed 2026-11-05
Clear Point Advisors Inc.
INCREASED
Shares68,732 from 65,627
Change+3,105 (+5%)
Value$3.4M (+$123.4K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares68,583 from 64,450
Change+4,133 (+6%)
Value$3.4M (+$174.2K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares68,415 from 63,591
Change+4,824 (+8%)
Value$3.3M (+$208.3K)
Filed 2026-10-13
Merited Wealth, LLC
INCREASED
Shares67,187 from 66,010
Change+1,177 (+2%)
Value$3.3M (+$29.1K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares66,756 from 64,786
Change+1,970 (+3%)
Value$3.3M (+$68.4K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares66,745 from 63,822
Change+2,923 (+5%)
Value$3.3M (+$115.3K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares65,820 from 67,245
Change-1,425 (-2%)
Value$3.2M (-$98.5K)
Filed 2026-10-22
Transcendent Capital Group LLC
DECREASED
Shares64,841 from 66,443
Change-1,602 (-2%)
Value$3.2M (-$106.8K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares64,043 from 57,818
Change+6,225 (+11%)
Value$3.1M (+$279.2K)
Filed 2026-10-01
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares63,428 from 65,128
Change-1,700 (-3%)
Value$3.1M (-$111.0K)
Filed 2026-10-14
Herold Advisors, Inc.
INCREASED
Shares61,023 from 56,091
Change+4,932 (+9%)
Value$3.0M (+$216.0K)
Filed 2026-10-19
National Wealth Management Group, LLC
INCREASED
Shares60,310 from 41,398
Change+18,912 (+46%)
Value$2.9M (+$906.1K)
Filed 2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW
Shares59,926
Change+59,926
Value$2.9M
Filed 2026-10-16
APS Management Group, Inc.
DECREASED
Shares59,606 from 87,852
Change-28,246 (-32%)
Value$2.9M (-$1.4M)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares55,133 from 44,860
Change+10,273 (+23%)
Value$2.7M (+$482.5K)
Filed 2026-11-03
Orca Wealth Management, LLC
INCREASED
Shares54,749 from 52,470
Change+2,279 (+4%)
Value$2.7M (+$88.8K)
Filed 2026-10-14
Langley Wealth Management, LLC
INCREASED
Shares54,321 from 51,753
Change+2,568 (+5%)
Value$2.7M (+$103.2K)
Filed 2026-11-04
Rubicon Advisors, GP
DECREASED
Shares54,188 from 54,232
Change-44 (0%)
Value$2.6M (-$25.5K)
Filed 2026-10-23
Lodestar Private Asset Management LLC
DECREASED
Shares52,989 from 55,413
Change-2,424 (-4%)
Value$2.6M (-$142.2K)
Filed 2026-10-26
Saxony Capital Management, LLC
INCREASED
Shares52,748 from 47,237
Change+5,511 (+12%)
Value$2.6M (+$248.9K)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
INCREASED
Shares52,438 from 51,296
Change+1,142 (+2%)
Value$2.6M (+$33.7K)
Filed 2026-10-21
R2 Capital Strategies, LLC
DECREASED
Shares51,854 from 51,960
Change-106 (0%)
Value$2.5M (-$27.5K)
Filed 2026-10-15
Hopwood Financial Services, Inc.
INCREASED
Shares51,738 from 47,609
Change+4,129 (+9%)
Value$2.5M (+$181.2K)
Filed 2026-10-29
High Net Worth Advisory Group LLC
INCREASED
Shares51,597 from 50,547
Change+1,050 (+2%)
Value$2.5M (+$29.5K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares50,391 from 50,599
Change-208 (0%)
Value$2.5M (-$31.9K)
Filed 2026-10-20
Southland Equity Partners LLC
INCREASED
Shares50,354 from 46,240
Change+4,114 (+9%)
Value$2.5M (+$181.1K)
Filed 2026-10-14
Summit Global Investments
INCREASED
Shares49,052 from 44,466
Change+4,586 (+10%)
Value$2.4M (+$205.0K)
Filed 2026-10-28
CWS Financial Advisors, LLC
INCREASED
Shares48,257 from 36,803
Change+11,454 (+31%)
Value$2.4M (+$543.7K)
Filed 2026-10-16
Capital Management Associates, Inc
INCREASED
Shares47,863 from 43,522
Change+4,341 (+10%)
Value$2.3M (+$193.3K)
Filed 2026-10-20
Private Client Services, LLC
INCREASED
Shares45,602 from 38,956
Change+6,646 (+17%)
Value$2.2M (+$307.9K)
Filed 2026-10-02
Junk Investment Group, LLC
INCREASED
Shares45,294 from 41,797
Change+3,497 (+8%)
Value$2.2M (+$152.8K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares44,771 from 16,501
Change+28,270 (+171%)
Value$2.2M (+$1.4M)
Filed 2026-11-06
Westside Investment Management, Inc.
INCREASED
Shares44,690 from 42,803
Change+1,887 (+4%)
Value$2.2M (+$73.8K)
Filed 2026-11-02
Bank of Montreal
DECREASED
Shares44,507 from 47,189
Change-2,682 (-6%)
Value$2.2M (-$151.3K)
Filed 2026-11-09
Lantz Financial LLC
DECREASED
Shares44,132 from 44,190
Change-58 (0%)
Value$2.2M (-$21.8K)
Filed 2026-10-15
Investment Advisory Services Inc
INCREASED
Shares43,740 from 38,444
Change+5,296 (+14%)
Value$2.1M (+$242.2K)
Filed 2026-10-27
Investment Insight Wealth Management, LLC
INCREASED
Shares43,355 from 41,430
Change+1,925 (+5%)
Value$2.1M (+$76.3K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares43,250 from 2,248
Change+41,002 (+1824%)
Value$2.1M (+$2.0M)
Filed 2026-10-29
NWF Advisory Services Inc.
INCREASED
Shares42,879 from 37,795
Change+5,084 (+13%)
Value$2.1M (+$232.1K)
Filed 2026-10-19
KOM Wealth Management Group, LLC
INCREASED
Shares42,523 from 38,338
Change+4,185 (+11%)
Value$2.1M (+$188.0K)
Filed 2026-10-15
Professional Financial Advisors, LLC
INCREASED
Shares42,284 from 40,830
Change+1,454 (+4%)
Value$2.1M (+$53.4K)
Filed 2026-10-13
Burford Brothers, Inc.
DECREASED
Shares41,496 from 41,987
Change-491 (-1%)
Value$2.0M (-$42.0K)
Filed 2026-10-21
Quantum Financial Partners LLC
DECREASED
Shares39,898 from 59,108
Change-19,210 (-32%)
Value$1.9M (-$963.8K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
INCREASED
Shares39,734 from 39,614
Change+120 (+0%)
Value$1.9M (-$11.2K)
Filed 2026-10-23
Pines Wealth Management, LLC
DECREASED
Shares39,390 from 43,396
Change-4,006 (-9%)
Value$1.9M (-$214.4K)
Filed 2026-10-21
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares39,356 from 290,462
Change-251,106 (-86%)
Value$1.9M (-$12.4M)
Filed 2026-10-29
Trinity Wealth Management, LLC
DECREASED
Shares39,343 from 42,263
Change-2,920 (-7%)
Value$1.9M (-$160.8K)
Filed 2026-10-13
Blueprint Investment Partners LLC
INCREASED
Shares38,969 from 30,066
Change+8,903 (+30%)
Value$1.9M (+$422.0K)
Filed 2026-10-28
Equity Wealth Partners, LLC
INCREASED
Shares36,416 from 20,517
Change+15,899 (+77%)
Value$1.8M (+$767.8K)
Filed 2026-10-26
Blueprint Financial Advisors LLC
INCREASED
Shares35,741 from 28,514
Change+7,227 (+25%)
Value$1.7M (+$340.8K)
Filed 2026-10-28
FMA Wealth Management, LLC
NEW
Shares34,599
Change+34,599
Value$1.7M
Filed 2026-10-21
Nwam LLC
INCREASED
Shares33,864 from 33,748
Change+116 (+0%)
Value$1.7M (-$8.8K)
Filed 2026-11-09
Summit Wealth Group LLC / Co
DECREASED
Shares33,256 from 60,277
Change-27,021 (-45%)
Value$1.6M (-$1.3M)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares33,014 from 31,418
Change+1,596 (+5%)
Value$1.6M (+$65.4K)
Filed 2026-10-30
ProCore Advisors, LLC
INCREASED
Shares32,894 from 28,963
Change+3,931 (+14%)
Value$1.6M (+$179.6K)
Filed 2026-10-14
Fiduciary Alliance LLC
INCREASED
Shares32,205 from 31,815
Change+390 (+1%)
Value$1.6M (+$5.4K)
Filed 2026-10-13
Future Financial Wealth Managment LLC
DECREASED
Shares31,885 from 139,543
Change-107,658 (-77%)
Value$1.6M (-$5.2M)
Filed 2026-10-15
Moors & Cabot, Inc.
INCREASED
Shares31,494 from 18,859
Change+12,635 (+67%)
Value$1.5M (+$609.1K)
Filed 2026-11-06
Sowell Financial Services LLC
INCREASED
Shares30,977 from 20,553
Change+10,424 (+51%)
Value$1.5M (+$500.4K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares30,237 from 28,215
Change+2,022 (+7%)
Value$1.5M (+$86.6K)
Filed 2026-10-19
Elm3 Financial Group, LLC
INCREASED
Shares29,398 from 27,532
Change+1,866 (+7%)
Value$1.4M (+$79.3K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares29,350 from 29,377
Change-27 (0%)
Value$1.4M (-$14.0K)
Filed 2026-10-26
Lincoln Capital LLC
INCREASED
Shares29,258 from 24,308
Change+4,950 (+20%)
Value$1.4M (+$232.5K)
Filed 2026-10-09
Integrated Advisors Network LLC
INCREASED
Shares28,063 from 24,454
Change+3,609 (+15%)
Value$1.4M (+$165.8K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares27,846 from 27,453
Change+393 (+1%)
Value$1.4M (+$7.4K)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares27,805 from 12,037
Change+15,768 (+131%)
Value$1.4M (+$765.1K)
Filed 2026-10-14
Auxano Advisors, LLC
INCREASED
Shares27,008 from 26,996
Change+12 (+0%)
Value$1.3M (-$11.0K)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares26,974 from 26,626
Change+348 (+1%)
Value$1.3M (+$5.8K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares26,940 from 24,284
Change+2,656 (+11%)
Value$1.3M (+$119.3K)
Filed 2026-10-26
Stablepoint Partners, LLC
INCREASED
Shares26,481 from 23,413
Change+3,068 (+13%)
Value$1.3M (+$139.8K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares25,496 from 23,829
Change+1,667 (+7%)
Value$1.2M (+$71.1K)
Filed 2026-11-02
NavPoint Financial, Inc.
INCREASED
Shares25,411 from 24,630
Change+781 (+3%)
Value$1.2M (+$27.6K)
Filed 2026-10-21
Carnegie Investment Counsel
INCREASED
Shares25,284 from 21,359
Change+3,925 (+18%)
Value$1.2M (+$182.6K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares25,163 from 28,521
Change-3,358 (-12%)
Value$1.2M (-$176.3K)
Filed 2026-10-19
Intrua Financial, LLC
DECREASED
Shares25,146 from 25,999
Change-853 (-3%)
Value$1.2M (-$52.8K)
Filed 2026-10-28
Certified Advisory Corp
INCREASED
Shares24,640 from 24,567
Change+73 (+0%)
Value$1.2M (-$7.0K)
Filed 2026-10-29
Adamsbrown Wealth Consultants LLC
DECREASED
Shares23,975 from 24,223
Change-248 (-1%)
Value$1.2M (-$22.6K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares23,512 from 23,248
Change+264 (+1%)
Value$1.1M (+$2.9K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
NEW
Shares23,420
Change+23,420
Value$1.1M
Filed 2026-11-05
Warner Financial, Inc
DECREASED
Shares23,310 from 23,487
Change-177 (-1%)
Value$1.1M (-$18.8K)
Filed 2026-11-06
CPA Asset Management Group, LLC
UNCHANGED
Shares23,290 from 23,290
Change0 (0%)
Value$1.1M (-$10.0K)
Filed 2026-10-26
Freestate Advisors LLC
INCREASED
Shares22,962 from 22,580
Change+382 (+2%)
Value$1.1M (+$8.9K)
Filed 2026-10-09
Ascentis Independent Advisors
INCREASED
Shares22,878 from 45
Change+22,833 (+50740%)
Value$1.1M (+$1.1M)
Filed 2026-11-03
Barrett & Company, Inc.
DECREASED
Shares22,808 from 23,558
Change-750 (-3%)
Value$1.1M (-$46.8K)
Filed 2026-10-22
Root Financial Partners, LLC
INCREASED
Shares22,552 from 6,657
Change+15,895 (+239%)
Value$1.1M (+$773.6K)
Filed 2026-10-21
N.E.W. Advisory Services LLC
INCREASED
Shares22,541 from 16,223
Change+6,318 (+39%)
Value$1.1M (+$301.7K)
Filed 2026-11-09
Orba Wealth Advisors, L.L.C.
UNCHANGED
Shares21,650 from 21,650
Change0 (0%)
Value$1.1M (-$9.3K)
Filed 2026-10-23
Banque Pictet & CIE SA
UNCHANGED
Shares21,469 from 21,469
Change0 (0%)
Value$1.0M (-$9.2K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares21,455 from 19,038
Change+2,417 (+13%)
Value$454.6K (+$154.0K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares21,401 from 21,401
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
DECREASED
Shares20,809 from 23,992
Change-3,183 (-13%)
Value$1.0M (-$165.8K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares20,770 from 20,645
Change+125 (+1%)
Value$1.0M (-$2.7K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares20,250 from 19,970
Change+280 (+1%)
Value$989.2K (+$5.1K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares20,183 from 9,929
Change+10,254 (+103%)
Value$986.0K (+$496.7K)
Filed 2026-10-13
Clearview Wealth Management LLC
NEW
Shares19,751
Change+19,751
Value$981.2K
Filed 2026-10-16
Colonial River Investments, LLC
INCREASED
Shares19,674 from 5,523
Change+14,151 (+256%)
Value$961.1K (+$688.9K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares19,422 from 15,007
Change+4,415 (+29%)
Value$952.3K (+$216.0K)
Filed 2026-10-27
Ulrich Consultants & Investment Group, LLC
NEW
Shares19,300
Change+19,300
Value$942.8K
Filed 2026-10-13
Financial Freedom, LLC
INCREASED
Shares19,292 from 8,997
Change+10,295 (+114%)
Value$942.4K (+$499.0K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares18,947 from 9,626
Change+9,321 (+97%)
Value$925.6K (+$438.2K)
Filed 2026-11-06
Core Wealth Partners LLC
INCREASED
Shares17,961 from 17,945
Change+16 (+0%)
Value$877.4K (-$7.0K)
Filed 2026-11-02
Wealth Preservation Advisors, LLC
NEW
Shares17,940
Change+17,940
Value$876.4K
Filed 2026-11-05
Wisconsin Wealth Advisors, LLC
INCREASED
Shares17,933 from 17,888
Change+45 (+0%)
Value$876.0K (-$5.5K)
Filed 2026-10-08
Mann Financial Group, Inc.
DECREASED
Shares17,261 from 25,222
Change-7,961 (-32%)
Value$843.2K (-$399.7K)
Filed 2026-10-15
Clearwave Capital, LLC
INCREASED
Shares16,866 from 16,830
Change+36 (+0%)
Value$823.9K (-$5.5K)
Filed 2026-10-27
Acorn Financial Advisory Services Inc
INCREASED
Shares16,856 from 16,159
Change+697 (+4%)
Value$823.4K (+$27.1K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares16,730 from 16,930
Change-200 (-1%)
Value$817.3K (-$17.0K)
Filed 2026-10-20
Kane Investment Management, Inc.
INCREASED
Shares16,703 from 12,062
Change+4,641 (+38%)
Value$815.9K (+$221.5K)
Filed 2026-11-09
Narus Financial Partners, LLC
INCREASED
Shares16,628 from 11,127
Change+5,501 (+49%)
Value$812.3K (+$263.9K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares16,506 from 9,623
Change+6,883 (+72%)
Value$806.3K (+$332.1K)
Filed 2026-11-03
Rodgers & Associates, LTD
INCREASED
Shares16,411 from 16,214
Change+197 (+1%)
Value$801.7K (+$2.7K)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares16,343 from 13,977
Change+2,366 (+17%)
Value$798.3K (+$109.6K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares16,259 from 14,398
Change+1,861 (+13%)
Value$794.3K (+$84.7K)
Filed 2026-11-05
Gateway Investment Advisers LLC
INCREASED
Shares16,145 from 12,727
Change+3,418 (+27%)
Value$788.7K (+$161.5K)
Filed 2026-10-13
Carnegie Lake Advisors LLC
INCREASED
Shares15,908 from 11,943
Change+3,965 (+33%)
Value$777.1K (+$188.6K)
Filed 2026-11-06
Keeler Thomas Management LLC
DECREASED
Shares15,464 from 16,130
Change-666 (-4%)
Value$755.4K (-$39.4K)
Filed 2026-10-29
CapWealth Advisors, LLC
DECREASED
Shares15,308 from 16,492
Change-1,184 (-7%)
Value$747.8K (-$64.9K)
Filed 2026-10-05
Register Financial Advisors LLC
INCREASED
Shares15,095 from 10,123
Change+4,972 (+49%)
Value$737.4K (+$238.5K)
Filed 2026-10-23
Fisher Asset Management, LLC
DECREASED
Shares14,937 from 16,202
Change-1,265 (-8%)
Value$729.7K (-$68.7K)
Filed 2026-11-06
Atlas Private Wealth Advisors
INCREASED
Shares14,876 from 14,574
Change+302 (+2%)
Value$726.7K (+$8.5K)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares14,229 from 14,203
Change+26 (+0%)
Value$699.6K (+$3.1K)
Filed 2026-10-21
Level Four Advisory Services, LLC
INCREASED
Shares13,762 from 11,472
Change+2,290 (+20%)
Value$672.3K (+$107.0K)
Filed 2026-11-06
Ballew Advisors, Inc
INCREASED
Shares13,713 from 13,510
Change+203 (+2%)
Value$674.7K (+$13.4K)
Filed 2026-10-05
Secure Asset Management, LLC
DECREASED
Shares13,583 from 13,815
Change-232 (-2%)
Value$663.5K (-$17.3K)
Filed 2026-10-19
Clarus Group, Inc.
UNCHANGED
Shares13,270 from 13,270
Change0 (0%)
Value$648.2K (-$5.7K)
Filed 2026-10-21
Northbridge Financial Group, LLC
INCREASED
Shares12,625 from 10,942
Change+1,683 (+15%)
Value$629.0K (+$89.8K)
Filed 2026-11-05
Trilogy Capital Inc.
UNCHANGED
Shares12,554 from 12,554
Change0 (0%)
Value$613.3K (-$5.4K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares12,264 from 9,955
Change+2,309 (+23%)
Value$599.1K (+$108.5K)
Filed 2026-11-03
Zega Investments, LLC
DECREASED
Shares11,994 from 52,744
Change-40,750 (-77%)
Value$585.9K (-$2.0M)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares11,443 from 10,258
Change+1,185 (+12%)
Value$559.0K (+$53.5K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares11,421 from 41,739
Change-30,318 (-73%)
Value$557.9K (-$1.5M)
Filed 2026-10-14
Cushing Capital Partners, LLC
INCREASED
Shares11,059 from 11,056
Change+3 (+0%)
Value$540.2K (-$4.6K)
Filed 2026-10-20
Compass Ion Advisors, LLC
INCREASED
Shares10,850 from 10,646
Change+204 (+2%)
Value$530.0K (+$5.4K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
DECREASED
Shares10,846 from 11,112
Change-266 (-2%)
Value$529.8K (-$17.8K)
Filed 2026-10-13
Beam Wealth Advisors, Inc.
DECREASED
Shares10,791 from 12,930
Change-2,139 (-17%)
Value$528.8K (-$110.3K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares10,780 from 10,748
Change+32 (+0%)
Value$526.6K (-$3.1K)
Filed 2026-11-03
FinDec Wealth Services, Inc.
DECREASED
Shares10,462 from 10,823
Change-361 (-3%)
Value$511.1K (-$22.3K)
Filed 2026-10-30
Wesbanco Bank Inc
INCREASED
Shares10,395 from 8,728
Change+1,667 (+19%)
Value$507.8K (+$77.7K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares10,297
Change+10,297
Value$504.0K
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares10,261 from 12,864
Change-2,603 (-20%)
Value$501.3K (-$132.7K)
Filed 2026-10-30
Allegheny Financial Group
DECREASED
Shares9,990 from 10,024
Change-34 (0%)
Value$488.0K (-$6.0K)
Filed 2026-11-05
Valley National Advisers Inc
INCREASED
Shares9,836 from 9,608
Change+228 (+2%)
Value$480.5K (+$7.0K)
Filed 2026-10-23
Apollon Financial, LLC
UNCHANGED
Shares9,741 from 9,741
Change0 (0%)
Value$475.8K (-$4.2K)
Filed 2026-10-23
Optima Capital LLC
DECREASED
Shares9,317 from 23,281
Change-13,964 (-60%)
Value$456.3K (-$694.2K)
Filed 2026-10-29
WPG Advisers, LLC
UNCHANGED
Shares9,300 from 9,300
Change0 (0%)
Value$454.3K (-$4.0K)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
INCREASED
Shares9,158 from 8,064
Change+1,094 (+14%)
Value$447.3K (+$50.0K)
Filed 2026-10-20
Capital Planning LLC
UNCHANGED
Shares9,057 from 9,057
Change0 (0%)
Value$443.8K (-$3.8K)
Filed 2026-10-09
Wealthcare Capital Management LLC
DECREASED
Shares8,946 from 8,957
Change-11 (0%)
Value$437.0K (-$4.4K)
Filed 2026-10-21
Elevatus Welath Management
NEW
Shares8,869
Change+8,869
Value$433.3K
Filed 2026-10-19
Auctus Advisors LLC
UNCHANGED
Shares8,757 from 8,757
Change0 (0%)
Value$427.8K (-$3.8K)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares8,746 from 8,746
Change0 (0%)
Value$427.2K (-$3.8K)
Filed 2026-10-02
Cypress Capital, LLC
INCREASED
Shares8,627 from 8,410
Change+217 (+3%)
Value$421.5K (+$7.0K)
Filed 2026-10-20
MFA Wealth Services
INCREASED
Shares8,535 from 8,521
Change+14 (+0%)
Value$416.9K (-$3.0K)
Filed 2026-10-14
Beacon Financial Group
DECREASED
Shares8,521 from 8,721
Change-200 (-2%)
Value$416.3K (-$13.5K)
Filed 2026-10-19
Sapient Capital LLC
INCREASED
Shares8,481 from 8,461
Change+20 (+0%)
Value$415.6K (-$2.6K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
INCREASED
Shares8,340 from 5,854
Change+2,486 (+42%)
Value$407.4K (+$118.9K)
Filed 2026-10-13
Sherman Wealth Management LLC
NEW
Shares8,061
Change+8,061
Value$393.8K
Filed 2026-10-16
Tortuga Wealth Management, Inc
INCREASED
Shares8,047 from 6,218
Change+1,829 (+29%)
Value$393.3K (+$86.8K)
Filed 2026-10-27
Facet Wealth, Inc.
DECREASED
Shares8,046 from 14,627
Change-6,581 (-45%)
Value$393.0K (-$327.8K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares8,046 from 8,046
Change0 (0%)
Value$393.0K (-$3.5K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares8,018
Change+8,018
Value$391.7K
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,938 from 6,384
Change+1,554 (+24%)
Value$387.8K (+$73.2K)
Filed 2026-10-21
Quadrant Capital Group LLC
UNCHANGED
Shares7,898 from 7,898
Change0 (0%)
Value$392.4K (+$3.2K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares7,789 from 7,730
Change+59 (+1%)
Value$380.5K (-$441)
Filed 2026-10-08
tru Independence LLC
INCREASED
Shares7,641 from 7,631
Change+10 (+0%)
Value$373.3K (-$2.8K)
Filed 2026-10-20
Staley Capital Advisers Inc
NEW
Shares7,583
Change+7,583
Value$370.4K
Filed 2026-11-06
180 Wealth Advisors, LLC
DECREASED
Shares7,575 from 7,794
Change-219 (-3%)
Value$370.0K (-$14.1K)
Filed 2026-11-03
Triton Wealth Management, Pllc
UNCHANGED
Shares7,193 from 7,193
Change0 (0%)
Value$352.2K (+$1.8K)
Filed 2026-11-04
Kenora Financial, LLC
NEW
Shares7,170
Change+7,170
Value$350.3K
Filed 2026-10-20
Mission Financial Group, LLC
DECREASED
Shares6,903 from 7,459
Change-556 (-7%)
Value$337.2K (-$30.4K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares6,810 from 6,802
Change+8 (+0%)
Value$337.6K (+$3.4K)
Filed 2026-10-13
Brown Miller Wealth Management, LLC
INCREASED
Shares6,784 from 6,284
Change+500 (+8%)
Value$331.4K (+$21.7K)
Filed 2026-11-02
Fonville Wealth Management LLC
NEW
Shares6,718
Change+6,718
Value$328.2K
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares6,654 from 2,308
Change+4,346 (+188%)
Value$325.1K (+$211.3K)
Filed 2026-11-06
Avantax Planning Partners, Inc.
NEW
Shares6,631
Change+6,631
Value$323.9K
Filed 2026-11-03
Northland Securities, Inc.
INCREASED
Shares6,581 from 6,361
Change+220 (+3%)
Value$321.5K (+$8.0K)
Filed 2026-11-02
Evanson Financial, LLC
INCREASED
Shares6,580 from 6,403
Change+177 (+3%)
Value$321.4K (+$5.9K)
Filed 2026-10-23
Sard Wealth Management Group, LLC
INCREASED
Shares6,580 from 6,569
Change+11 (+0%)
Value$321.4K (-$2.3K)
Filed 2026-10-16
Balboa Wealth Partners
DECREASED
Shares6,548 from 7,086
Change-538 (-8%)
Value$319.9K (-$29.3K)
Filed 2026-10-20
Trek Financial, LLC
NEW
Shares6,435
Change+6,435
Value$314.4K
Filed 2026-10-29
Weatherly Asset Management L. P.
UNCHANGED
Shares6,408 from 6,408
Change0 (0%)
Value$313.3K (-$2.7K)
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares6,351 from 6,351
Change0 (0%)
Value$310.2K (-$2.7K)
Filed 2026-10-28
Patrick M Sweeney & Associates, Inc
NEW
Shares6,198
Change+6,198
Value$302.8K
Filed 2026-10-22
FCG Investment Co
NEW
Shares6,029
Change+6,029
Value$294.5K
Filed 2026-10-13
Carolina Wealth Management Inc
INCREASED
Shares5,888 from 5,680
Change+208 (+4%)
Value$287.6K (+$7.7K)
Filed 2026-10-29
Pennsylvania Capital Management Inc
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$283.4K (-$2.5K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares5,746 from 7,206
Change-1,460 (-20%)
Value$280.7K (-$74.4K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
NEW
Shares5,741
Change+5,741
Value$280.4K
Filed 2026-10-16
Sterling Group Wealth Management, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$278.4K (-$2.5K)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares5,693 from 6,020
Change-327 (-5%)
Value$278.1K (-$18.6K)
Filed 2026-10-22
Ritholtz Wealth Management
NEW
Shares5,631
Change+5,631
Value$275.1K
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED
Shares5,630 from 5,614
Change+16 (+0%)
Value$275.0K (-$1.6K)
Filed 2026-11-05
Tempo Wealth, LLC
NEW
Shares5,620
Change+5,620
Value$274.5K
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares5,620
Change+5,620
Value$274.5K
Filed 2026-10-14
SteelPeak Wealth, LLC
DECREASED
Shares5,596 from 7,457
Change-1,861 (-25%)
Value$274.2K (-$94.4K)
Filed 2026-10-16
Basso Capital Management, L.P.
NEW
Shares5,494
Change+5,494
Value$268.4K
Filed 2026-10-30
Harmony Asset Management LLC
INCREASED
Shares5,473 from 5,402
Change+71 (+1%)
Value$267.4K (+$1.1K)
Filed 2026-10-20
Grant Street Asset Management, Inc.
DECREASED
Shares5,404 from 6,411
Change-1,007 (-16%)
Value$264.0K (-$51.9K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
INCREASED
Shares5,275 from 5,075
Change+200 (+4%)
Value$257.7K (+$7.6K)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares5,191
Change+5,191
Value$254.4K
Filed 2026-10-28
4Wealth Advisors, Inc.
INCREASED
Shares5,132 from 5,092
Change+40 (+1%)
Value$252.4K (+$1.6K)
Filed 2026-10-13
Sage Investment Counsel LLC
NEW
Shares5,008
Change+5,008
Value$244.6K
Filed 2026-10-26
SFE Investment Counsel
UNCHANGED
Shares4,973 from 4,973
Change0 (0%)
Value$242.9K (-$2.1K)
Filed 2026-10-29
QTR Family Wealth, LLC
INCREASED
Shares4,966 from 4,958
Change+8 (+0%)
Value$242.6K (-$1.8K)
Filed 2026-11-02
Creekside Partners
DECREASED
Shares4,949 from 7,794
Change-2,845 (-36%)
Value$241.8K (-$142.3K)
Filed 2026-11-04
Worthington Financial Partners, LLC
DECREASED
Shares4,943 from 4,958
Change-15 (0%)
Value$241.5K (-$2.9K)
Filed 2026-10-13
Entrewealth, LLC
DECREASED
Shares4,858 from 4,962
Change-104 (-2%)
Value$237.3K (-$15.8K)
Filed 2026-10-14
Presilium Private Wealth, LLC
DECREASED
Shares4,855 from 7,541
Change-2,686 (-36%)
Value$237.2K (-$134.5K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares4,797 from 4,624
Change+173 (+4%)
Value$237.8K (+$10.0K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares4,741 from 5,202
Change-461 (-9%)
Value$231.6K (-$24.7K)
Filed 2026-10-19
BLB&B Advisors, LLC
NEW
Shares4,716
Change+4,716
Value$230.4K
Filed 2026-10-27
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares4,709 from 4,709
Change0 (0%)
Value$230.0K (-$2.0K)
Filed 2026-10-06
Shum Financial Group, Inc.
NEW
Shares4,592
Change+4,592
Value$224.3K
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares4,552 from 4,538
Change+14 (+0%)
Value$224.2K (-$458)
Filed 2026-10-09
Triad Wealth Partners, LLC
NEW
Shares4,548
Change+4,548
Value$222.2K
Filed 2026-10-26
Investmark Advisory Group LLC
UNCHANGED
Shares4,535 from 4,535
Change0 (0%)
Value$221.5K (-$2.0K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
NEW
Shares4,500
Change+4,500
Value$219.8K
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares4,440 from 3,451
Change+989 (+29%)
Value$216.9K (+$46.8K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares4,418 from 4,418
Change0 (0%)
Value$215.8K (-$1.9K)
Filed 2026-10-16
Guardian Partners Inc.
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$214.9K (-$1.9K)
Filed 2026-10-21
Greenup Street Wealth Management LLC
UNCHANGED
Shares4,366 from 4,366
Change0 (0%)
Value$213.3K (-$1.9K)
Filed 2026-10-28
XY Planning Network, Inc.
DECREASED
Shares4,310 from 4,837
Change-527 (-11%)
Value$210.5K (-$27.8K)
Filed 2026-10-14
Everhart Financial Group, Inc.
NEW
Shares4,126
Change+4,126
Value$201.6K
Filed 2026-10-08
Winch Advisory Services, LLC
INCREASED
Shares4,044 from 3,842
Change+202 (+5%)
Value$197.6K (+$8.2K)
Filed 2026-11-06
Eastern Bank
NEW
Shares3,954
Change+3,954
Value$193.2K
Filed 2026-10-05
Oakworth Capital, Inc.
DECREASED
Shares3,900 from 4,000
Change-100 (-2%)
Value$190.5K (-$5.8K)
Filed 2026-10-26
Security National Bank
UNCHANGED
Shares3,714 from 3,714
Change0 (0%)
Value$181.4K (-$1.6K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
NEW
Shares3,542
Change+3,542
Value$173.0K
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares3,464 from 3,464
Change0 (0%)
Value$169.2K (-$1.5K)
Filed 2026-10-14
Trust Co
INCREASED
Shares3,146 from 2,278
Change+868 (+38%)
Value$153.7K (+$41.4K)
Filed 2026-10-09
Trust Co of Vermont
INCREASED
Shares2,860 from 2,584
Change+276 (+11%)
Value$139.7K (+$12.4K)
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares2,571 from 2,571
Change0 (0%)
Value$125.6K (-$1.1K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares2,422
Change+2,422
Value$118.3K
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares2,175 from 1,950
Change+225 (+12%)
Value$106.4K (+$13.4K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares2,155 from 1,338
Change+817 (+61%)
Value$105.3K (+$39.4K)
Filed 2026-10-08
UMB Bank, n.a.
UNCHANGED
Shares2,151 from 2,151
Change0 (0%)
Value$105.1K (-$925)
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares2,100 from 800
Change+1,300 (+163%)
Value$102.6K (+$63.2K)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares1,782 from 1,876
Change-94 (-5%)
Value$87.0K (-$5.4K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares1,734 from 2
Change+1,732 (+86600%)
Value$84.7K (+$84.6K)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares1,679 from 1,270
Change+409 (+32%)
Value$82.0K (+$19.4K)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares1,636 from 240
Change+1,396 (+582%)
Value$79.9K (+$68.1K)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares1,629 from 1,329
Change+300 (+23%)
Value$79.6K (+$14.1K)
Filed 2026-11-05
Beacon Financial Strategies Corp
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$78.2K (-$688)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares1,575 from 1,343
Change+232 (+17%)
Value$76.9K (+$10.8K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares1,563
Change+1,563
Value$76.4K
Filed 2026-10-19
Compass Financial Management LLC
NEW
Shares1,490
Change+1,490
Value$72.8K
Filed 2026-10-30
Global Trust Asset Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$63.5K (-$559)
Filed 2026-10-19
Hickory Point Bank & Trust
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$54.8K (-$482)
Filed 2026-10-01
Signaturefd, LLC
INCREASED
Shares1,040 from 968
Change+72 (+7%)
Value$50.8K (+$3.1K)
Filed 2026-10-23
KFG LLC
NEW
Shares1,029
Change+1,029
Value$50.3K
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$44.4K (-$391)
Filed 2026-10-16
FNY Investment Advisers, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$43 (-$44.0K)
Filed 2026-10-16
Essential Investment Partners LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$42.5K (-$375)
Filed 2026-10-27
Bayban
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$42.2K ($0)
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares781
Change+781
Value$38.7K
Filed 2026-10-13
Simplex Trading, LLC
INCREASED
Shares779 from 247
Change+532 (+215%)
Value$38.1K (+$25.9K)
Filed 2026-11-04
Hughes Financial Services, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$38.4K (+$209)
Filed 2026-10-30
First Horizon Corp
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$37.6K (-$330)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$36.6K (-$322)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$36.3K (-$314)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares670
Change+670
Value$32.7K
Filed 2026-10-30
CX Institutional
DECREASED
Shares661 from 802
Change-141 (-18%)
Value$32 (-$8)
Filed 2026-10-02
Pflug Koory, LLC
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$28.5K (-$252)
Filed 2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$27.4K (-$241)
Filed 2026-10-22
Rossby Financial, LCC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$25.1K (-$221)
Filed 2026-11-05
Strive Financial Group,LLC
NEW
Shares501
Change+501
Value$24.5K
Filed 2026-11-09
Arvest Investments, Inc.
DECREASED
Shares483 from 536
Change-53 (-10%)
Value$23.6K (-$2.8K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares475 from 5,384
Change-4,909 (-91%)
Value$23.2K (-$242.1K)
Filed 2026-10-16
Community Financial Services Group, LLC
NEW
Shares435
Change+435
Value$21.2K
Filed 2026-10-15
Jnba Financial Advisors
INCREASED
Shares431 from 329
Change+102 (+31%)
Value$21.0K (+$4.8K)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$19.4K (-$171)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares383
Change+383
Value$18.7K
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares377
Change+377
Value$18.4K
Filed 2026-10-13
Trust Co of Toledo NA
NEW
Shares330
Change+330
Value$16.1K
Filed 2026-10-16
Princeton Global Asset Management LLC
NEW
Shares307
Change+307
Value$15.0K
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$14.9K (-$131)
Filed 2026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$12.8K (-$113)
Filed 2026-11-06
SouthState Bank Corp
NEW
Shares262
Change+262
Value$12.8K
Filed 2026-11-09
Toth Financial Advisory Corp
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$12.8K (-$113)
Filed 2026-10-08
Downshift Financial, LLC
NEW
Shares256
Change+256
Value$12.5K
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW
Shares242
Change+242
Value$11.8K
Filed 2026-10-27
Hanson & Doremus Investment Management
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$12 ($0)
Filed 2026-10-16
Financial Consulate, Inc
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$11.3K (-$98)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares228 from 45
Change+183 (+407%)
Value$11.1K (+$8.9K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares212 from 111
Change+101 (+91%)
Value$10.4K (+$4.9K)
Filed 2026-10-15
Russell Investments Group, Ltd.
DECREASED
Shares200 from 652
Change-452 (-69%)
Value$9.7K (-$22.4K)
Filed 2026-11-06
Central Pacific Bank - Trust Division
INCREASED
Shares181 from 155
Change+26 (+17%)
Value$8.8K (+$1.2K)
Filed 2026-10-06
DeDora Capital, Inc.
NEW
Shares177
Change+177
Value$8.6K
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$8.1K (-$71)
Filed 2026-10-26
Abound Wealth Management
DECREASED
Shares142 from 1,995
Change-1,853 (-93%)
Value$6.9K (-$91.4K)
Filed 2026-10-26
Hantz Financial Services, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$6 ($0)
Filed 2026-11-09
United Financial Planning Group LLC
NEW
Shares109
Change+109
Value$5.3K
Filed 2026-11-04
Montag A & Associates Inc
NEW
Shares100
Change+100
Value$4.9K
Filed 2026-10-29
Migdal Insurance & Financial Holdings Ltd.
NEW
Shares88
Change+88
Value$4.3K
Filed 2026-11-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares51 from 184
Change-133 (-72%)
Value$2.5K (-$6.6K)
Filed 2026-10-05
Creative Capital Management Investments LLC
NEW
Shares43
Change+43
Value$2.1K
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares24 from 19
Change+5 (+26%)
Value$1.2K (+$239)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 65,683
Change-65,683 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-14
Retireful, LLC
CLOSED
Shares0 from 8,214
Change-8,214 (-100%)
Value$0 (-$404.5K)
Filed 2026-10-09
Strategic Wealth Investment Group, LLC
CLOSED
Shares0 from 7,206
Change-7,206 (-100%)
Value$0 (-$355.1K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 5,641
Change-5,641 (-100%)
Value$0 (-$277.9K)
Filed 2026-10-22
Lido Advisors, LLC
CLOSED
Shares0 from 5,088
Change-5,088 (-100%)
Value$0 (-$251.1K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 4,974
Change-4,974 (-100%)
Value$0 (-$245.1K)
Filed 2026-11-02
Third View Private Wealth, LLC
CLOSED
Shares0 from 4,361
Change-4,361 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-30
Castleview Partners, LLC
CLOSED
Shares0 from 4,313
Change-4,313 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-09
Gradient Investments LLC
CLOSED
Shares0 from 4,131
Change-4,131 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-08
RMR Wealth Builders
CLOSED
Shares0 from 4,050
Change-4,050 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-22
Motco
CLOSED
Shares0 from 1,984
Change-1,984 (-100%)
Value$0 (-$97.8K)
Filed 2026-11-09
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 1,370
Change-1,370 (-100%)
Value$0 (-$67.5K)
Filed 2026-11-03
Torren Management, LLC
CLOSED
Shares0 from 1,364
Change-1,364 (-100%)
Value$0 (-$67.2K)
Filed 2026-10-29
Wellington Grp LLC
CLOSED
Shares0 from 1,255
Change-1,255 (-100%)
Value$0 (-$53.4K)
Filed 2026-11-06
Bokf, NA
CLOSED
Shares0 from 1,046
Change-1,046 (-100%)
Value$0 (-$51.5K)
Filed 2026-10-27
First Command Advisory Services, Inc.
CLOSED
Shares0 from 464
Change-464 (-100%)
Value$0 (-$22.9K)
Filed 2026-11-05
BankPlus Trust Department
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$14.8K)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-20
Key FInancial Inc
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 28,063,384
Change-28,063,384 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 27,792,280
Change-27,792,280 (-100%)
Value—
Capital International Investors
N/A
Shares— from 22,961,587
Change-22,961,587 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,227,674
Change-22,227,674 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 21,822,980
Change-21,822,980 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,588,874
Change-21,588,874 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 18,419,265
Change-18,419,265 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,275,976
Change-18,275,976 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 16,425,629
Change-16,425,629 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 12,659,156
Change-12,659,156 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,545,200
Change-11,545,200 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,657,305
Change-10,657,305 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,857,339
Change-9,857,339 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,026,645
Change-8,026,645 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,521,495
Change-6,521,495 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,858,151
Change-5,858,151 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,078,583
Change-5,078,583 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,427,417
Change-4,427,417 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,393,461
Change-3,393,461 (-100%)
Value—
&partners
N/A
Shares— from 2,876,171
Change-2,876,171 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,429,786
Change-2,429,786 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,251,668
Change-2,251,668 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,110,374
Change-2,110,374 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,001,835
Change-2,001,835 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,895,821
Change-1,895,821 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,607,954
Change-1,607,954 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,592,072
Change-1,592,072 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,463,839
Change-1,463,839 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,429,177
Change-1,429,177 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,344,683
Change-1,344,683 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,281,501
Change-1,281,501 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,266,080
Change-1,266,080 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,141,359
Change-1,141,359 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,117,504
Change-1,117,504 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,100,905
Change-1,100,905 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,092,250
Change-1,092,250 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,058,693
Change-1,058,693 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 960,004
Change-960,004 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 932,608
Change-932,608 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 918,359
Change-918,359 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 844,702
Change-844,702 (-100%)
Value—
Blair William & Co
N/A
Shares— from 803,848
Change-803,848 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 796,702
Change-796,702 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 780,160
Change-780,160 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 755,572
Change-755,572 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 696,219
Change-696,219 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 689,334
Change-689,334 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 689,287
Change-689,287 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 681,934
Change-681,934 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 645,175
Change-645,175 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 643,031
Change-643,031 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 633,572
Change-633,572 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 630,760
Change-630,760 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 613,770
Change-613,770 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 573,014
Change-573,014 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 571,086
Change-571,086 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 535,659
Change-535,659 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 531,686
Change-531,686 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 530,279
Change-530,279 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 503,868
Change-503,868 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 502,557
Change-502,557 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 501,056
Change-501,056 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 476,503
Change-476,503 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 459,878
Change-459,878 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 455,917
Change-455,917 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 455,153
Change-455,153 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 409,548
Change-409,548 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 396,796
Change-396,796 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 392,799
Change-392,799 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 388,730
Change-388,730 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 379,584
Change-379,584 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 367,163
Change-367,163 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 361,848
Change-361,848 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 351,383
Change-351,383 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 338,843
Change-338,843 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 336,389
Change-336,389 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 334,602
Change-334,602 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 333,808
Change-333,808 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 330,779
Change-330,779 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 324,401
Change-324,401 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 321,309
Change-321,309 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 305,935
Change-305,935 (-100%)
Value—
Stephens Inc
N/A
Shares— from 299,585
Change-299,585 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 296,620
Change-296,620 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 294,784
Change-294,784 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 289,750
Change-289,750 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 287,899
Change-287,899 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 282,639
Change-282,639 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 277,936
Change-277,936 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 262,785
Change-262,785 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 261,236
Change-261,236 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 261,013
Change-261,013 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 251,460
Change-251,460 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 239,256
Change-239,256 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 238,583
Change-238,583 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 236,927
Change-236,927 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 233,552
Change-233,552 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 218,993
Change-218,993 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 216,386
Change-216,386 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 215,657
Change-215,657 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 214,609
Change-214,609 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 205,742
Change-205,742 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 204,899
Change-204,899 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 197,506
Change-197,506 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 196,110
Change-196,110 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 185,018
Change-185,018 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 183,947
Change-183,947 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 179,905
Change-179,905 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 178,321
Change-178,321 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 177,695
Change-177,695 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 176,590
Change-176,590 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 166,902
Change-166,902 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 164,262
Change-164,262 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 162,624
Change-162,624 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 162,572
Change-162,572 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 160,979
Change-160,979 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 157,584
Change-157,584 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 156,997
Change-156,997 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 153,857
Change-153,857 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 147,354
Change-147,354 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 146,787
Change-146,787 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 145,843
Change-145,843 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 144,629
Change-144,629 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 144,298
Change-144,298 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 143,161
Change-143,161 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 138,270
Change-138,270 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 137,752
Change-137,752 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 135,729
Change-135,729 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 134,279
Change-134,279 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 134,008
Change-134,008 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 129,344
Change-129,344 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 129,000
Change-129,000 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 126,436
Change-126,436 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 126,372
Change-126,372 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 125,705
Change-125,705 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 123,048
Change-123,048 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 118,266
Change-118,266 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 117,986
Change-117,986 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 113,117
Change-113,117 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 112,890
Change-112,890 (-100%)
Value—
EWA, LLC
N/A
Shares— from 112,208
Change-112,208 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 111,005
Change-111,005 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 109,086
Change-109,086 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 108,680
Change-108,680 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 105,495
Change-105,495 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 104,189
Change-104,189 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 88,517
Change-88,517 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 84,591
Change-84,591 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 84,213
Change-84,213 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 83,067
Change-83,067 (-100%)
Value—
Betterment LLC
N/A
Shares— from 82,267
Change-82,267 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 82,042
Change-82,042 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 80,494
Change-80,494 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 80,009
Change-80,009 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 76,305
Change-76,305 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 70,381
Change-70,381 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 61,906
Change-61,906 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 61,044
Change-61,044 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 60,674
Change-60,674 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 58,549
Change-58,549 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 58,249
Change-58,249 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 57,663
Change-57,663 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 55,865
Change-55,865 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 54,227
Change-54,227 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 50,721
Change-50,721 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 49,488
Change-49,488 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 48,325
Change-48,325 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 47,361
Change-47,361 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 46,916
Change-46,916 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 46,876
Change-46,876 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 45,228
Change-45,228 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,182
Change-43,182 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 42,161
Change-42,161 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 41,304
Change-41,304 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 41,058
Change-41,058 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 40,600
Change-40,600 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 39,607
Change-39,607 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 38,692
Change-38,692 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 38,574
Change-38,574 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 38,341
Change-38,341 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 37,728
Change-37,728 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 37,384
Change-37,384 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 36,775
Change-36,775 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 36,361
Change-36,361 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 36,145
Change-36,145 (-100%)
Value—
FMR LLC
N/A
Shares— from 35,171
Change-35,171 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 32,427
Change-32,427 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 31,548
Change-31,548 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 30,581
Change-30,581 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 28,303
Change-28,303 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 26,924
Change-26,924 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 26,707
Change-26,707 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,842
Change-25,842 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 25,620
Change-25,620 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 23,909
Change-23,909 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 23,217
Change-23,217 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 22,999
Change-22,999 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 22,751
Change-22,751 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 22,516
Change-22,516 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 22,094
Change-22,094 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 21,564
Change-21,564 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,658
Change-20,658 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 20,576
Change-20,576 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 18,652
Change-18,652 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 18,487
Change-18,487 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 17,857
Change-17,857 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,030
Change-17,030 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,942
Change-16,942 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 16,834
Change-16,834 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 16,769
Change-16,769 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 16,698
Change-16,698 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 15,455
Change-15,455 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 14,507
Change-14,507 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 14,459
Change-14,459 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
CIM, LLC
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 13,168
Change-13,168 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 13,057
Change-13,057 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 12,439
Change-12,439 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 12,017
Change-12,017 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 11,948
Change-11,948 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 11,837
Change-11,837 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 9,915
Change-9,915 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 9,912
Change-9,912 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 9,881
Change-9,881 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,805
Change-9,805 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 9,486
Change-9,486 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 9,459
Change-9,459 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,431
Change-9,431 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,856
Change-8,856 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 8,475
Change-8,475 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 6,866
Change-6,866 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 5,704
Change-5,704 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,369
Change-4,369 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 876
Change-876 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 522
Change-522 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 420
Change-420 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 415
Change-415 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 139
Change-139 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
LPL Financial LLC
INCREASED86,862,07381,072,273+5,789,800+7%$4.0B$4.2B+$248.0M2026-11-06
Commonwealth Equity Services, LLC
DECREASED13,297,00713,667,917-370,910-3%$673.6M$649.6M-$24.0M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED8,028,9907,841,855+187,135+2%$386.4M$392.2M+$5.8M2026-11-02
Confluence Wealth Services, Inc.
INCREASED7,814,1796,959,626+854,553+12%$343.0M$381.7M+$38.8M2026-11-05
Kestra Advisory Services, LLC
INCREASED7,609,9796,955,068+654,911+9%$342.7M$371.7M+$29.0M2026-11-02
Forge Financial Services LLC
INCREASED5,726,3525,686,869+39,483+1%$280.2M$279.8M-$401.0K2026-11-09
D.A. Davidson & Co.
INCREASED3,780,6773,732,526+48,151+1%$183.9M$184.7M+$747.2K2026-10-28
Kestra Investment Management, LLC
INCREASED2,800,5702,530,961+269,609+11%$124.7M$136.8M+$12.1M2026-11-04
Wealthcare Advisory Partners LLC
INCREASED2,432,8021,259,466+1,173,336+93%$62.1M$118.8M+$56.8M2026-10-21
Johnson Bixby & Associates, LLC
INCREASED2,152,3402,140,742+11,598+1%$105.5M$105.1M-$353.9K2026-10-14
Merit Financial Group, LLC
INCREASED2,114,8361,765,060+349,776+20%$87.0M$103.3M+$16.3M2026-11-06
Truist Financial Corp
DECREASED1,928,6581,942,547-13,889-1%$95.7M$94.2M-$1.5M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED1,851,5711,384,672+466,899+34%$68.5M$91.2M+$22.6M2026-10-13
Valmark Advisers, Inc.
INCREASED1,818,1141,727,974+90,140+5%$85.2M$88.8M+$3.7M2026-11-06
Prospera Financial Services Inc
INCREASED1,328,3061,237,244+91,062+7%$61.0M$64.8M+$3.9M2026-11-04
Assetmark, Inc
DECREASED1,308,0471,359,717-51,670-4%$67.0M$63.9M-$3.1M2026-10-21
Cullen T Bankers, Inc.
DECREASED1,219,1471,222,092-2,9450%$60.2M$59.6M-$669.4K2026-10-28
Bank of New York Mellon Corp
INCREASED1,168,5771,125,921+42,656+4%$55.5M$57.1M+$1.6M2026-11-05
First Pacific Financial
INCREASED1,067,781170,555+897,226+526%$8.4M$52.2M+$43.8M2026-10-14
Erickson Financial Group, LLC
INCREASED1,063,7401,057,731+6,009+1%$52.1M$52.0M-$161.3K2026-11-05
Procyon Advisors, LLC
INCREASED1,043,9301,038,035+5,895+1%$51.2M$51.0M-$158.4K2026-10-21
Harbour Investments, Inc.
DECREASED1,042,6401,085,868-43,228-4%$53.5M$50.9M-$2.6M2026-11-09
Souders Financial Advisors
INCREASED1,039,8931,034,001+5,892+1%$51.0M$50.8M-$156.8K2026-11-03
Summit Investment Advisory Services, LLC
INCREASED1,038,6651,020,802+17,863+2%$50.3M$50.7M+$433.7K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED1,036,911971,237+65,674+7%$47.9M$50.7M+$2.8M2026-10-16
AA Financial Advisors, LLC
INCREASED951,821924,313+27,508+3%$45.6M$46.5M+$946.3K2026-10-19
Park National Corp
INCREASED926,998926,853+145+0%$45.7M$45.3M-$391.3K2026-10-05
Gerber Kawasaki Wealth & Investment Management
DECREASED906,732907,151-4190%$44.7M$44.3M-$410.6K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED858,658830,959+27,699+3%$40.9M$41.9M+$995.8K2026-11-06
J. Derek Lewis & Associates Inc.
INCREASED812,384805,749+6,635+1%$39.7M$39.7M-$22.5K2026-11-03
MGO One Seven LLC
INCREASED771,312651,235+120,077+18%$32.1M$37.7M+$5.6M2026-10-28
Wealth Science Advisors LLC
INCREASED724,841684,713+40,128+6%$33.7M$35.4M+$1.7M2026-10-09
Midwest Heritage Bank, FSB
DECREASED703,021720,352-17,331-2%$35.5M$34.3M-$1.2M2026-10-26
Independent Financial Group, LLC
INCREASED698,125686,551+11,574+2%$33.8M$34.1M+$270.2K2026-10-13
IFP Advisors, Inc
INCREASED694,874666,097+28,777+4%$32.8M$33.9M+$1.1M2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED686,353668,224+18,129+3%$32.9M$33.5M+$599.5K2026-10-16
James T. Borello RIA
INCREASED684,141671,069+13,072+2%$33.1M$33.4M+$350.0K2026-10-16
BIP Wealth, LLC
INCREASED648,303631,535+16,768+3%$31.1M$31.7M+$547.6K2026-10-22
Ergawealth Advisors, Inc.
DECREASED638,628640,634-2,0060%$31.6M$31.2M-$373.5K2026-10-21
IFG Advisory, LLC
INCREASED624,125312,761+311,364+100%$15.4M$30.5M+$15.1M2026-11-09
Royal Harbor Partners, LLC
DECREASED620,590621,622-1,0320%$30.6M$30.3M-$317.7K2026-10-29
Avaii Wealth Management, LLC
DECREASED603,272604,853-1,5810%$29.8M$29.7M-$126.2K2026-10-09
New England Private Wealth Advisors LLC
INCREASED585,342584,061+1,281+0%$28.5M$28.6M+$62.6K2026-10-19
Teamwork Financial Advisors, LLC
INCREASED575,735569,657+6,078+1%$28.1M$28.1M+$52.0K2026-10-19
CJM Wealth Advisers, Ltd.
INCREASED567,500498,563+68,937+14%$24.6M$27.7M+$3.2M2026-10-27
Geneos Wealth Management Inc.
INCREASED557,669519,958+37,711+7%$25.6M$27.2M+$1.6M2026-11-09
Creative Financial Designs Inc
INCREASED553,905520,295+33,610+6%$25.6M$27.1M+$1.4M2026-11-04
Capital Advantage, Inc.
INCREASED541,817539,351+2,466+0%$26.6M$26.5M-$111.4K2026-10-14
Main Line Retirement Advisors, LLC
INCREASED534,085506,920+27,165+5%$25.0M$26.1M+$1.1M2026-10-14
Axxcess Wealth Management, LLC
DECREASED531,185720,910-189,725-26%$35.5M$25.9M-$9.6M2026-10-21
Mission Wealth Management, LP
INCREASED521,744506,871+14,873+3%$25.0M$25.5M+$508.6K2026-10-15
Sunrise Financial Services, LLC
INCREASED516,076470,685+45,391+10%$23.2M$25.2M+$2.0M2026-10-21
Apollon Wealth Management, LLC
INCREASED510,934471,133+39,801+8%$23.2M$25.0M+$1.7M2026-10-23
Davenport & Co LLC
INCREASED495,866445,308+50,558+11%$21.9M$24.2M+$2.3M2026-10-14
Copper Harbor Investment Advisors, LLC
INCREASED479,705449,239+30,466+7%$22.1M$23.4M+$1.3M2026-10-16
Venture Visionary Partners LLC
INCREASED472,521456,366+16,155+4%$22.5M$23.1M+$592.9K2026-10-07
Challenger Wealth Management
INCREASED471,720468,498+3,222+1%$23.1M$23.0M-$44.0K2026-10-30
ACT Advisors, Llc.
INCREASED468,707467,994+713+0%$23.1M$22.9M-$166.4K2026-10-15
HighPoint Advisor Group LLC
INCREASED464,537446,047+18,490+4%$22.0M$22.7M+$711.4K2026-11-09
Sigma Planning Corp
DECREASED458,774464,598-5,824-1%$22.9M$22.2M-$707.9K2026-10-23
Farther Finance Advisors, LLC
INCREASED458,445426,491+31,954+7%$21.0M$22.4M+$1.4M2026-10-08
Beacon Financial Advisory LLC
INCREASED452,815447,338+5,477+1%$22.0M$22.1M+$75.2K2026-10-16
Clarity Retirement & Wealth, LLC
INCREASED452,612448,307+4,305+1%$22.1M$22.1M+$17.6K2026-11-04
Entruity Wealth, LLC
INCREASED438,139431,925+6,214+1%$21.3M$21.4M+$117.9K2026-11-06
VVR Holdings LLC
INCREASED436,651422,371+14,280+3%$20.8M$21.3M+$516.0K2026-10-19
Silvia Mccoll Wealth Management, LLC
INCREASED435,524427,200+8,324+2%$21.1M$21.3M+$223.0K2026-10-07
Dmkc Advisory Services, LLC
DECREASED434,928610,433-175,505-29%$30.1M$21.2M-$8.8M2026-11-04
Platt Wealth Management LLC
DECREASED401,667427,896-26,229-6%$21.1M$19.6M-$1.5M2026-11-04
Sage Private Wealth Group, LLC
DECREASED394,639410,468-15,829-4%$20.2M$19.3M-$949.4K2026-10-21
Founders Financial Securities LLC
INCREASED391,326325,357+65,969+20%$16.0M$19.1M+$3.1M2026-10-28
Citigroup Inc
INCREASED389,773363,613+26,160+7%$17.9M$19.0M+$1.1M2026-11-04
Lynch & Associates
INCREASED379,35064,710+314,640+486%$3.2M$18.5M+$15.3M2026-10-13
Melone Private Wealth, LLC
INCREASED373,487364,684+8,803+2%$18.0M$18.2M+$273.2K2026-10-16
Hartmann Taylor Wealth Management, LLC
INCREASED362,091325,896+36,195+11%$13.9M$17.7M+$3.8M2026-10-14
Greenbush Financial Group, LLC
INCREASED360,861337,883+22,978+7%$16.7M$17.6M+$977.1K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED359,229314,086+45,143+14%$15.5M$17.5M+$2.1M2026-11-05
KPP Advisory Services LLC
INCREASED358,038344,673+13,365+4%$17.0M$17.5M+$504.7K2026-10-26
Code Waechter LLC
INCREASED356,778344,545+12,233+4%$17.0M$17.4M+$449.5K2026-10-23
WJ Wealth Management, LLC
DECREASED348,698408,012-59,314-15%$20.1M$17.0M-$3.1M2026-11-03
Hunter Associates Investment Management LLC
INCREASED346,359296,436+49,923+17%$14.6M$16.9M+$2.3M2026-10-26
Wedbush Securities Inc
DECREASED344,471355,630-11,159-3%$17.5M$16.8M-$698.0K2026-10-22
VestGen Advisors, LLC
DECREASED338,522350,371-11,849-3%$17.3M$16.5M-$729.5K2026-10-27
Oppenheimer & Co Inc
INCREASED335,268290,115+45,153+16%$14.3M$16.4M+$2.1M2026-10-26
FSA Wealth Partners, Inc.
INCREASED334,888319,177+15,711+5%$15.7M$16.4M+$630.2K2026-10-26
Fourpath Capital Management, LLC
INCREASED328,27517,717+310,558+1753%$873.1K$16.0M+$15.2M2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED326,156315,024+11,132+4%$15.5M$15.9M+$408.3K2026-11-02
Quantum Financial Planning Services, Inc.
INCREASED317,195189,274+127,921+68%$9.3M$15.5M+$6.2M2026-10-14
Michael Brady & Co., LLC
DECREASED316,869326,539-9,670-3%$16.1M$15.5M-$612.8K2026-10-23
IMG Wealth Management, Inc.
INCREASED314,570281,740+32,830+12%$13.9M$15.4M+$1.5M2026-10-27
Nations Financial Group Inc,
DECREASED312,657314,047-1,3900%$15.5M$15.3M-$203.0K2026-11-05
Armstrong, Fleming & Moore, Inc
INCREASED309,228293,914+15,314+5%$14.5M$15.1M+$621.7K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED306,208279,121+27,087+10%$13.8M$15.0M+$1.2M2026-10-26
Sovran Advisors, LLC
DECREASED294,835306,041-11,206-4%$14.8M$14.6M-$215.5K2026-11-02
Keenan, LLC
INCREASED294,715277,625+17,090+6%$13.7M$14.4M+$715.5K2026-10-23
AdvisorNet Financial, Inc
INCREASED293,584287,324+6,260+2%$14.2M$14.4M+$267.4K2026-10-15
CLG LLC
INCREASED290,773231,166+59,607+26%$11.4M$14.2M+$2.8M2026-10-13
Visionary Wealth Advisors
INCREASED285,002267,572+17,430+7%$13.2M$13.9M+$736.4K2026-11-04
McCarthy Asset Management, Inc.
INCREASED282,758277,359+5,399+2%$13.7M$13.8M+$144.5K2026-10-20
Ridgeline Wealth Planning, LLC
INCREASED280,382272,667+7,715+3%$13.4M$13.7M+$259.7K2026-10-29
Integrity Advisory Solutions, LLC
INCREASED279,178269,786+9,392+3%$13.3M$13.6M+$342.8K2026-10-29
WealthCare Investment Partners, LLC
INCREASED273,381249,935+23,446+9%$12.3M$13.4M+$1.0M2026-11-05
Victory Financial Group, LLC
INCREASED267,036116,145+150,891+130%$5.7M$13.0M+$7.3M2026-10-27
LongView Wealth Management
INCREASED264,674243,588+21,086+9%$12.0M$12.9M+$925.3K2026-10-19
Dahring | Cusmano LLC
INCREASED264,326178,611+85,715+48%$8.8M$12.9M+$4.1M2026-11-03
Freedom Financial Partners LLC
INCREASED264,014250,337+13,677+5%$12.3M$12.9M+$560.5K2026-10-19
Magnus Financial Group LLC
INCREASED263,279255,475+7,804+3%$12.6M$12.9M+$271.4K2026-10-21
Smith Thornton Advisors LLC
INCREASED260,296254,612+5,684+2%$12.5M$12.7M+$224.2K2026-10-16
Simplicity Wealth,LLC
DECREASED260,217266,917-6,700-3%$13.2M$12.7M-$442.0K2026-10-23
Seamount Financial Group Inc
INCREASED255,322249,281+6,041+2%$12.3M$12.5M+$187.9K2026-10-21
Tempus Wealth Planning, LLC
DECREASED252,938253,313-3750%$12.5M$12.4M-$127.2K2026-10-14
BetterWealth, LLC
INCREASED250,838248,383+2,455+1%$12.2M$12.3M+$13.1K2026-10-15
Kaizen Financial Strategies
DECREASED245,374266,220-20,846-8%$13.1M$12.0M-$1.1M2026-10-09
Fermata Advisors, LLC
DECREASED244,074249,783-5,709-2%$12.3M$11.9M-$386.3K2026-10-13
Armor Investment Advisors, LLC
INCREASED241,164237,673+3,491+1%$11.7M$11.8M+$68.4K2026-10-27
New England Capital Financial Advisors LLC
INCREASED238,726231,462+7,264+3%$11.4M$11.7M+$255.3K2026-11-03
CFS Investment Advisory Services, LLC
DECREASED236,870240,488-3,618-1%$11.8M$11.8M+$29.0K2026-10-19
Bouvel Investment Partners, LLC
DECREASED235,814292,611-56,797-19%$14.4M$11.5M-$2.9M2026-10-13
Dean, Jacobson Financial Services, LLC
INCREASED233,766222,469+11,297+5%$11.0M$11.4M+$456.2K2026-10-29
Cornerstone Advisory, LLC
INCREASED230,778182,911+47,867+26%$9.0M$11.3M+$2.3M2026-11-06
Boyer Financial Services, Inc.
INCREASED226,846224,193+2,653+1%$11.0M$11.1M+$107.2K2026-10-23
Diversify Wealth Management, LLC
INCREASED221,217212,847+8,370+4%$10.4M$10.9M+$504.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED221,217212,847+8,370+4%$10.4M$10.9M+$504.9K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED217,319190,608+26,711+14%$9.4M$10.6M+$1.2M2026-10-20
Olistico Wealth, LLC
INCREASED216,687214,557+2,130+1%$10.6M$10.6M+$11.8K2026-10-05
Smart Wealth LLC
NEW216,315—+216,315——$10.6M—2026-11-04
Novem Group
INCREASED216,288180,725+35,563+20%$8.9M$10.6M+$1.7M2026-10-19
PFG Advisors
INCREASED211,702210,765+937+0%$10.4M$10.3M-$44.9K2026-10-16
CGN Advisors LLC
INCREASED211,578202,765+8,813+4%$10.0M$10.3M+$343.3K2026-10-21
Advisory Solutions Group, LLC
INCREASED207,5284,796+202,732+4227%$236.4K$10.1M+$9.9M2026-10-14
William John Sempolinski
INCREASED205,350191,760+13,590+7%$9.4M$10.0M+$581.4K2026-10-20
Stewardship Concepts Financial Services LLC
DECREASED203,223206,766-3,543-2%$10.2M$9.9M-$262.0K2026-10-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED199,250201,133-1,883-1%$9.9M$9.7M-$178.4K2026-10-14
Focus Financial Network, Inc.
INCREASED198,869193,176+5,693+3%$9.5M$9.7M+$196.9K2026-10-14
Bill Few Associates, Inc.
INCREASED195,237155,908+39,329+25%$7.7M$9.5M+$1.9M2026-10-09
Vicus Capital
INCREASED193,544176,654+16,890+10%$8.7M$9.5M+$749.1K2026-11-05
Ball & Co Wealth Management Inc.
DECREASED188,948196,983-8,035-4%$9.7M$9.2M-$476.9K2026-11-05
Greenwood Capital Associates LLC
INCREASED187,478125,566+61,912+49%$6.2M$9.2M+$3.0M2026-10-27
Koshinski Asset Management, Inc.
INCREASED184,723179,898+4,825+3%$8.9M$9.0M+$158.4K2026-10-29
Security Financial Services, Inc.
INCREASED182,69323,583+159,110+675%$1.2M$8.9M+$7.8M2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED180,264171,406+8,858+5%$8.4M$8.8M+$359.0K2026-11-03
Accel Wealth Management
INCREASED179,454158,567+20,887+13%$7.8M$8.8M+$952.1K2026-10-13
Thrivent Financial for Lutherans
NEW177,575—+177,575——$8.7M—2026-11-05
First Heartland Consultants, Inc.
DECREASED168,033397,262-229,229-58%$19.6M$8.2M-$11.4M2026-10-08
BNB Wealth Management, LLC
INCREASED167,315159,074+8,241+5%$7.8M$8.2M+$334.2K2026-10-28
Allworth Financial LP
INCREASED163,976163,026+950+1%$8.0M$8.1M+$46.8K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED161,855153,273+8,582+6%$7.6M$7.9M+$353.3K2026-11-04
M.E. Allison & Co., Inc.
INCREASED158,161149,649+8,512+6%$7.4M$7.7M+$351.5K2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED156,477147,047+9,430+6%$7.2M$7.6M+$397.4K2026-10-13
Affiance Financial, LLC
INCREASED154,768148,746+6,022+4%$7.3M$7.6M+$230.2K2026-10-15
Scott Capital Advisors, LLC
INCREASED154,652150,979+3,673+2%$7.4M$7.7M+$216.6K2026-10-13
Convergence Financial, LLC
DECREASED154,482325,844-171,362-53%$16.1M$7.5M-$8.5M2026-10-27
Northwest Financial Advisors
INCREASED153,311150,459+2,852+2%$7.4M$7.5M+$74.6K2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED151,623141,238+10,385+7%$7.0M$7.4M+$446.6K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED148,654146,405+2,249+2%$7.2M$7.3M+$46.9K2026-11-04
Lodestone Wealth Management LLC
INCREASED146,944131,187+15,757+12%$6.5M$7.2M+$713.3K2026-10-14
KWB Wealth
DECREASED145,691579,994-434,303-75%$28.6M$7.1M-$21.5M2026-10-16
Uptick Partners, LLC
INCREASED145,080131,550+13,530+10%$6.5M$7.1M+$604.4K2026-11-04
Mascagni Wealth Management, Inc.
INCREASED142,775133,244+9,531+7%$6.6M$7.0M+$408.3K2026-10-23
Milestone Investment Advisors LLC
INCREASED142,187135,701+6,486+5%$6.7M$6.9M+$258.5K2026-11-05
RFG Advisory, LLC
DECREASED141,997169,600-27,603-16%$8.4M$6.9M-$1.4M2026-11-03
Landaas & Co
INCREASED139,236100,128+39,108+39%$4.9M$6.8M+$1.9M2026-10-29
Clear Creek Financial Management, LLC
INCREASED137,950135,211+2,739+2%$6.7M$6.7M+$75.7K2026-10-28
HBW Advisory Services LLC
INCREASED135,063123,224+11,839+10%$6.1M$6.6M+$525.3K2026-10-15
Genesis Private Wealth, LLC
INCREASED132,098104,685+27,413+26%$5.2M$6.5M+$1.3M2026-11-02
RM Financial Services, LLC
INCREASED131,465127,550+3,915+3%$6.3M$6.4M+$136.4K2026-11-03
Balentine LLC
UNCHANGED131,411131,41100%$6.5M$6.4M-$56.5K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED130,795126,267+4,528+4%$6.2M$6.4M+$166.9K2026-10-23
Choreo, LLC
DECREASED129,670130,781-1,111-1%$6.5M$6.4M-$110.0K2026-10-28
Park Avenue Securities LLC
DECREASED126,113149,089-22,976-15%$7.3M$6.2M-$1.2M2026-10-26
Alliance Private Wealth, LLC
DECREASED123,653129,654-6,001-5%$6.4M$6.0M-$348.9K2026-10-20
Titleist Asset Management, LLC
INCREASED122,340117,066+5,274+5%$5.8M$6.0M+$207.3K2026-10-08
Harpswell Capital Advisors, LLC
DECREASED122,163133,928-11,765-9%$6.6M$6.0M-$632.3K2026-10-09
Delta Investment Management, LLC
INCREASED121,096120,750+346+0%$6.0M$5.9M-$35.0K2026-11-09
StrongBox Wealth, LLC
INCREASED118,88173,321+45,560+62%$3.6M$5.8M+$2.2M2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED117,616113,817+3,799+3%$5.6M$5.7M+$136.6K2026-10-14
Latitude Advisors, LLC
INCREASED116,78196,340+20,441+21%$4.7M$5.7M+$957.1K2026-10-27
Spire Wealth Management
DECREASED116,083118,723-2,640-2%$5.9M$5.7M-$180.0K2026-10-30
Fifth Third Bancorp
INCREASED114,503102,132+12,371+12%$5.0M$5.6M+$560.4K2026-11-05
A&I Financial Services, LLC
INCREASED113,806107,639+6,167+6%$5.3M$5.6M+$254.9K2026-10-15
Turning Point Benefit Group, Inc.
INCREASED111,454103,996+7,458+7%$5.1M$5.4M+$331.3K2026-10-28
Financial Council, LLC
INCREASED111,28374,961+36,322+48%$3.7M$5.4M+$1.7M2026-11-02
Integrity Alliance, Llc.
INCREASED110,195103,938+6,257+6%$5.1M$5.4M+$261.0K2026-10-29
Sagespring Wealth Partners, LLC
INCREASED109,539109,425+114+0%$5.4M$5.4M-$41.5K2026-10-22
IFS Advisors, LLC
NEW106,639—+106,639——$5.2M—2026-10-14
BlueChip Wealth Advisors LLC
DECREASED102,036111,650-9,614-9%$5.5M$5.0M-$517.6K2026-11-03
Aprio Wealth Management, LLC
DECREASED100,973101,033-600%$5.0M$4.9M-$46.4K2026-10-28
Altus Wealth Group LLC
INCREASED99,88975,132+24,757+33%$3.7M$4.9M+$1.2M2026-10-20
M Holdings Securities, Inc.
INCREASED99,37777,030+22,347+29%$3.8M$4.8M+$1.0M2026-11-03
Bulwark Capital Corp
DECREASED99,01799,978-961-1%$4.9M$4.8M-$89.9K2026-10-13
Kuhn & Co Investment Counsel
DECREASED94,24794,665-4180%$4.7M$4.6M-$61.1K2026-10-29
Carson Advisory Inc.
INCREASED94,18487,852+6,332+7%$4.3M$4.6M+$271.5K2026-11-06
True Blue Financial, LLC
DECREASED93,61998,977-5,358-5%$4.9M$4.6M-$304.3K2026-10-15
Capital Investment Advisors, LLC
INCREASED93,50390,575+2,928+3%$4.5M$4.6M+$104.1K2026-10-22
Fifth Third Securities, Inc.
INCREASED92,26577,596+14,669+19%$3.8M$4.5M+$683.2K2026-10-21
Cooper Financial Group
INCREASED90,49568,120+22,375+33%$3.4M$4.4M+$1.1M2026-10-07
Creative Planning
INCREASED89,95561,954+28,001+45%$3.1M$4.4M+$1.3M2026-11-02
Endeavor Private Wealth, Inc.
DECREASED89,021102,034-13,013-13%$5.0M$4.4M-$681.1K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED88,75876,814+11,944+16%$3.8M$4.3M+$550.4K2026-11-02
Certior Financial Group, LLC
INCREASED87,64487,414+230+0%$4.3M$4.3M-$26.4K2026-10-19
Vise Technologies, Inc.
INCREASED86,83884,129+2,709+3%$4.1M$4.2M+$96.2K2026-10-29
International Assets Investment Management, LLC
DECREASED85,01393,257-8,244-9%$4.6M$4.2M-$426.0K2026-11-02
Silverlake Wealth Management LLC
INCREASED84,41282,729+1,683+2%$4.1M$4.1M+$46.6K2026-10-21
Wespac Advisors, LLC
INCREASED82,13280,612+1,520+2%$4.0M$4.0M+$39.6K2026-10-26
Advisortrust Partners, LLC
INCREASED82,10665,953+16,153+24%$3.3M$4.0M+$760.7K2026-11-02
Jacobi Capital Management LLC
INCREASED81,95476,981+4,973+6%$3.8M$4.0M+$209.8K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED80,93058,760+22,170+38%$2.9M$4.0M+$1.1M2026-10-26
Selby Wealth Management, LLC
INCREASED80,80273,111+7,691+11%$3.6M$3.9M+$344.2K2026-10-16
Strategic Blueprint, LLC
DECREASED80,23481,388-1,154-1%$4.0M$3.9M-$91.4K2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED76,99064,890+12,100+19%$3.2M$3.8M+$563.2K2026-10-19
Midwest Financial Group LLC
INCREASED75,79161,421+14,370+23%$3.0M$3.7M+$675.6K2026-10-15
Dynamic Advisor Solutions LLC
DECREASED74,91584,126-9,211-11%$4.1M$3.7M-$486.1K2026-10-13
Modera Wealth Management, LLC
NEW74,302—+74,302——$3.6M—2026-10-28
Ashton Thomas Securities, LLC
DECREASED73,52674,226-700-1%$3.7M$3.6M-$66.1K2026-10-26
Richmond Investment Services, LLC
DECREASED72,38077,430-5,050-7%$3.8M$3.5M-$280.0K2026-10-29
US Bancorp \de\
DECREASED71,78973,364-1,575-2%$3.6M$3.5M-$108.5K2026-11-05
Curtis Advisory Group, LLC
INCREASED71,43671,394+42+0%$3.5M$3.5M-$28.6K2026-10-28
HB Wealth Management, LLC
DECREASED69,86872,193-2,325-3%$3.6M$3.4M-$144.6K2026-10-23
Meridian Wealth Management, LLC
INCREASED69,38862,254+7,134+11%$3.1M$3.4M+$321.7K2026-11-05
Clear Point Advisors Inc.
INCREASED68,73265,627+3,105+5%$3.2M$3.4M+$123.4K2026-10-30
Atria Investments, Inc
INCREASED68,58364,450+4,133+6%$3.2M$3.4M+$174.2K2026-10-15
Harbor Investment Advisory, LLC
INCREASED68,41563,591+4,824+8%$3.1M$3.3M+$208.3K2026-10-13
Merited Wealth, LLC
INCREASED67,18766,010+1,177+2%$3.3M$3.3M+$29.1K2026-10-13
Perigon Wealth Management, LLC
INCREASED66,75664,786+1,970+3%$3.2M$3.3M+$68.4K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED66,74563,822+2,923+5%$3.1M$3.3M+$115.3K2026-10-29
Brookstone Capital Management
DECREASED65,82067,245-1,425-2%$3.3M$3.2M-$98.5K2026-10-22
Transcendent Capital Group LLC
DECREASED64,84166,443-1,602-2%$3.3M$3.2M-$106.8K2026-10-28
Stonebridge Financial Group, LLC
INCREASED64,04357,818+6,225+11%$2.8M$3.1M+$279.2K2026-10-01
Patriot Financial Group Insurance Agency, LLC
DECREASED63,42865,128-1,700-3%$3.2M$3.1M-$111.0K2026-10-14
Herold Advisors, Inc.
INCREASED61,02356,091+4,932+9%$2.8M$3.0M+$216.0K2026-10-19
National Wealth Management Group, LLC
INCREASED60,31041,398+18,912+46%$2.0M$2.9M+$906.1K2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW59,926—+59,926——$2.9M—2026-10-16
APS Management Group, Inc.
DECREASED59,60687,852-28,246-32%$4.3M$2.9M-$1.4M2026-10-14
MSH Capital Advisors LLC
INCREASED55,13344,860+10,273+23%$2.2M$2.7M+$482.5K2026-11-03
Orca Wealth Management, LLC
INCREASED54,74952,470+2,279+4%$2.6M$2.7M+$88.8K2026-10-14
Langley Wealth Management, LLC
INCREASED54,32151,753+2,568+5%$2.6M$2.7M+$103.2K2026-11-04
Rubicon Advisors, GP
DECREASED54,18854,232-440%$2.7M$2.6M-$25.5K2026-10-23
Lodestar Private Asset Management LLC
DECREASED52,98955,413-2,424-4%$2.7M$2.6M-$142.2K2026-10-26
Saxony Capital Management, LLC
INCREASED52,74847,237+5,511+12%$2.3M$2.6M+$248.9K2026-10-15
Wealthcare Capital Partners, LLC
INCREASED52,43851,296+1,142+2%$2.5M$2.6M+$33.7K2026-10-21
R2 Capital Strategies, LLC
DECREASED51,85451,960-1060%$2.6M$2.5M-$27.5K2026-10-15
Hopwood Financial Services, Inc.
INCREASED51,73847,609+4,129+9%$2.3M$2.5M+$181.2K2026-10-29
High Net Worth Advisory Group LLC
INCREASED51,59750,547+1,050+2%$2.5M$2.5M+$29.5K2026-10-26
Private Trust Co NA
DECREASED50,39150,599-2080%$2.5M$2.5M-$31.9K2026-10-20
Southland Equity Partners LLC
INCREASED50,35446,240+4,114+9%$2.3M$2.5M+$181.1K2026-10-14
Summit Global Investments
INCREASED49,05244,466+4,586+10%$2.2M$2.4M+$205.0K2026-10-28
CWS Financial Advisors, LLC
INCREASED48,25736,803+11,454+31%$1.8M$2.4M+$543.7K2026-10-16
Capital Management Associates, Inc
INCREASED47,86343,522+4,341+10%$2.1M$2.3M+$193.3K2026-10-20
Private Client Services, LLC
INCREASED45,60238,956+6,646+17%$1.9M$2.2M+$307.9K2026-10-02
Junk Investment Group, LLC
INCREASED45,29441,797+3,497+8%$2.1M$2.2M+$152.8K2026-10-19
PNC Financial Services Group, Inc.
INCREASED44,77116,501+28,270+171%$813.2K$2.2M+$1.4M2026-11-06
Westside Investment Management, Inc.
INCREASED44,69042,803+1,887+4%$2.1M$2.2M+$73.8K2026-11-02
Bank of Montreal
DECREASED44,50747,189-2,682-6%$2.3M$2.2M-$151.3K2026-11-09
Lantz Financial LLC
DECREASED44,13244,190-580%$2.2M$2.2M-$21.8K2026-10-15
Investment Advisory Services Inc
INCREASED43,74038,444+5,296+14%$1.9M$2.1M+$242.2K2026-10-27
Investment Insight Wealth Management, LLC
INCREASED43,35541,430+1,925+5%$2.0M$2.1M+$76.3K2026-10-30
Signature Equity Partners, LLC
INCREASED43,2502,248+41,002+1824%$110.8K$2.1M+$2.0M2026-10-29
NWF Advisory Services Inc.
INCREASED42,87937,795+5,084+13%$1.9M$2.1M+$232.1K2026-10-19
KOM Wealth Management Group, LLC
INCREASED42,52338,338+4,185+11%$1.9M$2.1M+$188.0K2026-10-15
Professional Financial Advisors, LLC
INCREASED42,28440,830+1,454+4%$2.0M$2.1M+$53.4K2026-10-13
Burford Brothers, Inc.
DECREASED41,49641,987-491-1%$2.1M$2.0M-$42.0K2026-10-21
Quantum Financial Partners LLC
DECREASED39,89859,108-19,210-32%$2.9M$1.9M-$963.8K2026-10-19
Trueblood Wealth Management, LLC
INCREASED39,73439,614+120+0%$2.0M$1.9M-$11.2K2026-10-23
Pines Wealth Management, LLC
DECREASED39,39043,396-4,006-9%$2.1M$1.9M-$214.4K2026-10-21
Gaddis Premier Wealth Advisors LLC
DECREASED39,356290,462-251,106-86%$14.3M$1.9M-$12.4M2026-10-29
Trinity Wealth Management, LLC
DECREASED39,34342,263-2,920-7%$2.1M$1.9M-$160.8K2026-10-13
Blueprint Investment Partners LLC
INCREASED38,96930,066+8,903+30%$1.5M$1.9M+$422.0K2026-10-28
Equity Wealth Partners, LLC
INCREASED36,41620,517+15,899+77%$1.0M$1.8M+$767.8K2026-10-26
Blueprint Financial Advisors LLC
INCREASED35,74128,514+7,227+25%$1.4M$1.7M+$340.8K2026-10-28
FMA Wealth Management, LLC
NEW34,599—+34,599——$1.7M—2026-10-21
Nwam LLC
INCREASED33,86433,748+116+0%$1.7M$1.7M-$8.8K2026-11-09
Summit Wealth Group LLC / Co
DECREASED33,25660,277-27,021-45%$3.0M$1.6M-$1.3M2026-10-29
Capital Investment Advisory Services, LLC
INCREASED33,01431,418+1,596+5%$1.5M$1.6M+$65.4K2026-10-30
ProCore Advisors, LLC
INCREASED32,89428,963+3,931+14%$1.4M$1.6M+$179.6K2026-10-14
Fiduciary Alliance LLC
INCREASED32,20531,815+390+1%$1.6M$1.6M+$5.4K2026-10-13
Future Financial Wealth Managment LLC
DECREASED31,885139,543-107,658-77%$6.8M$1.6M-$5.2M2026-10-15
Moors & Cabot, Inc.
INCREASED31,49418,859+12,635+67%$929.4K$1.5M+$609.1K2026-11-06
Sowell Financial Services LLC
INCREASED30,97720,553+10,424+51%$1.0M$1.5M+$500.4K2026-10-23
Independent Wealth Network Inc.
INCREASED30,23728,215+2,022+7%$1.4M$1.5M+$86.6K2026-10-19
Elm3 Financial Group, LLC
INCREASED29,39827,532+1,866+7%$1.4M$1.4M+$79.3K2026-10-07
Lanark Financial, Inc.
DECREASED29,35029,377-270%$1.4M$1.4M-$14.0K2026-10-26
Lincoln Capital LLC
INCREASED29,25824,308+4,950+20%$1.2M$1.4M+$232.5K2026-10-09
Integrated Advisors Network LLC
INCREASED28,06324,454+3,609+15%$1.2M$1.4M+$165.8K2026-10-20
Csenge Advisory Group
INCREASED27,84627,453+393+1%$1.4M$1.4M+$7.4K2026-11-04
Realta Investment Advisors
INCREASED27,80512,037+15,768+131%$593.2K$1.4M+$765.1K2026-10-14
Auxano Advisors, LLC
INCREASED27,00826,996+12+0%$1.3M$1.3M-$11.0K2026-11-06
AlphaCore Capital LLC
INCREASED26,97426,626+348+1%$1.3M$1.3M+$5.8K2026-11-04
Indivisible Partners
INCREASED26,94024,284+2,656+11%$1.2M$1.3M+$119.3K2026-10-26
Stablepoint Partners, LLC
INCREASED26,48123,413+3,068+13%$1.2M$1.3M+$139.8K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED25,49623,829+1,667+7%$1.2M$1.2M+$71.1K2026-11-02
NavPoint Financial, Inc.
INCREASED25,41124,630+781+3%$1.2M$1.2M+$27.6K2026-10-21
Carnegie Investment Counsel
INCREASED25,28421,359+3,925+18%$1.1M$1.2M+$182.6K2026-10-20
Retirement Planning Group, LLC
DECREASED25,16328,521-3,358-12%$1.4M$1.2M-$176.3K2026-10-19
Intrua Financial, LLC
DECREASED25,14625,999-853-3%$1.3M$1.2M-$52.8K2026-10-28
Certified Advisory Corp
INCREASED24,64024,567+73+0%$1.2M$1.2M-$7.0K2026-10-29
Adamsbrown Wealth Consultants LLC
DECREASED23,97524,223-248-1%$1.2M$1.2M-$22.6K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED23,51223,248+264+1%$1.1M$1.1M+$2.9K2026-10-22
Elevation Point Wealth Partners, LLC
NEW23,420—+23,420——$1.1M—2026-11-05
Warner Financial, Inc
DECREASED23,31023,487-177-1%$1.2M$1.1M-$18.8K2026-11-06
CPA Asset Management Group, LLC
UNCHANGED23,29023,29000%$1.1M$1.1M-$10.0K2026-10-26
Freestate Advisors LLC
INCREASED22,96222,580+382+2%$1.1M$1.1M+$8.9K2026-10-09
Ascentis Independent Advisors
INCREASED22,87845+22,833+50740%$2.2K$1.1M+$1.1M2026-11-03
Barrett & Company, Inc.
DECREASED22,80823,558-750-3%$1.2M$1.1M-$46.8K2026-10-22
Root Financial Partners, LLC
INCREASED22,5526,657+15,895+239%$328.1K$1.1M+$773.6K2026-10-21
N.E.W. Advisory Services LLC
INCREASED22,54116,223+6,318+39%$799.4K$1.1M+$301.7K2026-11-09
Orba Wealth Advisors, L.L.C.
UNCHANGED21,65021,65000%$1.1M$1.1M-$9.3K2026-10-23
Banque Pictet & CIE SA
UNCHANGED21,46921,46900%$1.1M$1.0M-$9.2K2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED21,45519,038+2,417+13%$300.6K$454.6K+$154.0K2026-11-04
PKS Advisory Services, LLC
UNCHANGED21,40121,40100%$1.1M$1.1M$02026-10-26
Clear Harbor Asset Management, LLC
DECREASED20,80923,992-3,183-13%$1.2M$1.0M-$165.8K2026-11-05
Financial Perspectives, Inc
INCREASED20,77020,645+125+1%$1.0M$1.0M-$2.7K2026-11-03
Keybank National Association
INCREASED20,25019,970+280+1%$984.1K$989.2K+$5.1K2026-11-04
Signal Advisors Wealth, LLC
INCREASED20,1839,929+10,254+103%$489.3K$986.0K+$496.7K2026-10-13
Clearview Wealth Management LLC
NEW19,751—+19,751——$981.2K—2026-10-16
Colonial River Investments, LLC
INCREASED19,6745,523+14,151+256%$272.2K$961.1K+$688.9K2026-10-19
Roman Butler Fullerton & Co
INCREASED19,42215,007+4,415+29%$736.2K$952.3K+$216.0K2026-10-27
Ulrich Consultants & Investment Group, LLC
NEW19,300—+19,300——$942.8K—2026-10-13
Financial Freedom, LLC
INCREASED19,2928,997+10,295+114%$443.4K$942.4K+$499.0K2026-11-06
Savant Capital, LLC
INCREASED18,9479,626+9,321+97%$487.3K$925.6K+$438.2K2026-11-06
Core Wealth Partners LLC
INCREASED17,96117,945+16+0%$884.4K$877.4K-$7.0K2026-11-02
Wealth Preservation Advisors, LLC
NEW17,940—+17,940——$876.4K—2026-11-05
Wisconsin Wealth Advisors, LLC
INCREASED17,93317,888+45+0%$881.5K$876.0K-$5.5K2026-10-08
Mann Financial Group, Inc.
DECREASED17,26125,222-7,961-32%$1.2M$843.2K-$399.7K2026-10-15
Clearwave Capital, LLC
INCREASED16,86616,830+36+0%$829.4K$823.9K-$5.5K2026-10-27
Acorn Financial Advisory Services Inc
INCREASED16,85616,159+697+4%$796.3K$823.4K+$27.1K2026-11-02
Norden Group LLC
DECREASED16,73016,930-200-1%$834.3K$817.3K-$17.0K2026-10-20
Kane Investment Management, Inc.
INCREASED16,70312,062+4,641+38%$594.4K$815.9K+$221.5K2026-11-09
Narus Financial Partners, LLC
INCREASED16,62811,127+5,501+49%$548.3K$812.3K+$263.9K2026-10-19
HUB Investment Partners, LLC
INCREASED16,5069,623+6,883+72%$474.2K$806.3K+$332.1K2026-11-03
Rodgers & Associates, LTD
INCREASED16,41116,214+197+1%$799.0K$801.7K+$2.7K2026-10-20
Moneco Advisors, LLC
INCREASED16,34313,977+2,366+17%$688.8K$798.3K+$109.6K2026-11-05
Larson Financial Group LLC
INCREASED16,25914,398+1,861+13%$709.5K$794.3K+$84.7K2026-11-05
Gateway Investment Advisers LLC
INCREASED16,14512,727+3,418+27%$627.2K$788.7K+$161.5K2026-10-13
Carnegie Lake Advisors LLC
INCREASED15,90811,943+3,965+33%$588.6K$777.1K+$188.6K2026-11-06
Keeler Thomas Management LLC
DECREASED15,46416,130-666-4%$794.9K$755.4K-$39.4K2026-10-29
CapWealth Advisors, LLC
DECREASED15,30816,492-1,184-7%$812.7K$747.8K-$64.9K2026-10-05
Register Financial Advisors LLC
INCREASED15,09510,123+4,972+49%$498.9K$737.4K+$238.5K2026-10-23
Fisher Asset Management, LLC
DECREASED14,93716,202-1,265-8%$798.4K$729.7K-$68.7K2026-11-06
Atlas Private Wealth Advisors
INCREASED14,87614,574+302+2%$718.2K$726.7K+$8.5K2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED14,22914,203+26+0%$696.5K$699.6K+$3.1K2026-10-21
Level Four Advisory Services, LLC
INCREASED13,76211,472+2,290+20%$565.4K$672.3K+$107.0K2026-11-06
Ballew Advisors, Inc
INCREASED13,71313,510+203+2%$661.3K$674.7K+$13.4K2026-10-05
Secure Asset Management, LLC
DECREASED13,58313,815-232-2%$680.8K$663.5K-$17.3K2026-10-19
Clarus Group, Inc.
UNCHANGED13,27013,27000%$653.9K$648.2K-$5.7K2026-10-21
Northbridge Financial Group, LLC
INCREASED12,62510,942+1,683+15%$539.2K$629.0K+$89.8K2026-11-05
Trilogy Capital Inc.
UNCHANGED12,55412,55400%$618.7K$613.3K-$5.4K2026-10-20
United Advisor Group, LLC
INCREASED12,2649,955+2,309+23%$490.6K$599.1K+$108.5K2026-11-03
Zega Investments, LLC
DECREASED11,99452,744-40,750-77%$2.6M$585.9K-$2.0M2026-11-04
Silver Grove Financial Group, Inc.
INCREASED11,44310,258+1,185+12%$505.5K$559.0K+$53.5K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED11,42141,739-30,318-73%$2.1M$557.9K-$1.5M2026-10-14
Cushing Capital Partners, LLC
INCREASED11,05911,056+3+0%$544.8K$540.2K-$4.6K2026-10-20
Compass Ion Advisors, LLC
INCREASED10,85010,646+204+2%$524.6K$530.0K+$5.4K2026-10-23
Regent Peak Wealth Advisors LLC
DECREASED10,84611,112-266-2%$547.6K$529.8K-$17.8K2026-10-13
Beam Wealth Advisors, Inc.
DECREASED10,79112,930-2,139-17%$639.1K$528.8K-$110.3K2026-11-03
Brighton Jones LLC
INCREASED10,78010,748+32+0%$529.6K$526.6K-$3.1K2026-11-03
FinDec Wealth Services, Inc.
DECREASED10,46210,823-361-3%$533.3K$511.1K-$22.3K2026-10-30
Wesbanco Bank Inc
INCREASED10,3958,728+1,667+19%$430.1K$507.8K+$77.7K2026-11-04
StoneX Group Inc.
NEW10,297—+10,297——$504.0K—2026-11-03
Ascent Group, LLC
DECREASED10,26112,864-2,603-20%$633.9K$501.3K-$132.7K2026-10-30
Allegheny Financial Group
DECREASED9,99010,024-340%$494.0K$488.0K-$6.0K2026-11-05
Valley National Advisers Inc
INCREASED9,8369,608+228+2%$473.5K$480.5K+$7.0K2026-10-23
Apollon Financial, LLC
UNCHANGED9,7419,74100%$480.0K$475.8K-$4.2K2026-10-23
Optima Capital LLC
DECREASED9,31723,281-13,964-60%$1.2M$456.3K-$694.2K2026-10-29
WPG Advisers, LLC
UNCHANGED9,3009,30000%$458.3K$454.3K-$4.0K2026-10-27
Tcfg Investment Advisors, LLC
INCREASED9,1588,064+1,094+14%$397.4K$447.3K+$50.0K2026-10-20
Capital Planning LLC
UNCHANGED9,0579,05700%$447.7K$443.8K-$3.8K2026-10-09
Wealthcare Capital Management LLC
DECREASED8,9468,957-110%$441.4K$437.0K-$4.4K2026-10-21
Elevatus Welath Management
NEW8,869—+8,869——$433.3K—2026-10-19
Auctus Advisors LLC
UNCHANGED8,7578,75700%$431.5K$427.8K-$3.8K2026-10-23
Versant Capital Management, Inc
UNCHANGED8,7468,74600%$431.0K$427.2K-$3.8K2026-10-02
Cypress Capital, LLC
INCREASED8,6278,410+217+3%$414.5K$421.5K+$7.0K2026-10-20
MFA Wealth Services
INCREASED8,5358,521+14+0%$419.9K$416.9K-$3.0K2026-10-14
Beacon Financial Group
DECREASED8,5218,721-200-2%$429.8K$416.3K-$13.5K2026-10-19
Sapient Capital LLC
INCREASED8,4818,461+20+0%$418.2K$415.6K-$2.6K2026-10-08
Beacon Investment Advisory Services, Inc.
INCREASED8,3405,854+2,486+42%$288.5K$407.4K+$118.9K2026-10-13
Sherman Wealth Management LLC
NEW8,061—+8,061——$393.8K—2026-10-16
Tortuga Wealth Management, Inc
INCREASED8,0476,218+1,829+29%$306.5K$393.3K+$86.8K2026-10-27
Facet Wealth, Inc.
DECREASED8,04614,627-6,581-45%$720.8K$393.0K-$327.8K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED8,0468,04600%$396.5K$393.0K-$3.5K2026-11-02
Nova Financial LLC
NEW8,018—+8,018——$391.7K—2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED7,9386,384+1,554+24%$314.6K$387.8K+$73.2K2026-10-21
Quadrant Capital Group LLC
UNCHANGED7,8987,89800%$389.2K$392.4K+$3.2K2026-10-20
Gamma Investing LLC
INCREASED7,7897,730+59+1%$380.9K$380.5K-$4412026-10-08
tru Independence LLC
INCREASED7,6417,631+10+0%$376.0K$373.3K-$2.8K2026-10-20
Staley Capital Advisers Inc
NEW7,583—+7,583——$370.4K—2026-11-06
180 Wealth Advisors, LLC
DECREASED7,5757,794-219-3%$384.1K$370.0K-$14.1K2026-11-03
Triton Wealth Management, Pllc
UNCHANGED7,1937,19300%$350.4K$352.2K+$1.8K2026-11-04
Kenora Financial, LLC
NEW7,170—+7,170——$350.3K—2026-10-20
Mission Financial Group, LLC
DECREASED6,9037,459-556-7%$367.6K$337.2K-$30.4K2026-10-21
Bison Wealth, LLC
INCREASED6,8106,802+8+0%$334.2K$337.6K+$3.4K2026-10-13
Brown Miller Wealth Management, LLC
INCREASED6,7846,284+500+8%$309.7K$331.4K+$21.7K2026-11-02
Fonville Wealth Management LLC
NEW6,718—+6,718——$328.2K—2026-10-28
Clearstead Advisors, LLC
INCREASED6,6542,308+4,346+188%$113.7K$325.1K+$211.3K2026-11-06
Avantax Planning Partners, Inc.
NEW6,631—+6,631——$323.9K—2026-11-03
Northland Securities, Inc.
INCREASED6,5816,361+220+3%$313.5K$321.5K+$8.0K2026-11-02
Evanson Financial, LLC
INCREASED6,5806,403+177+3%$315.5K$321.4K+$5.9K2026-10-23
Sard Wealth Management Group, LLC
INCREASED6,5806,569+11+0%$323.7K$321.4K-$2.3K2026-10-16
Balboa Wealth Partners
DECREASED6,5487,086-538-8%$349.2K$319.9K-$29.3K2026-10-20
Trek Financial, LLC
NEW6,435—+6,435——$314.4K—2026-10-29
Weatherly Asset Management L. P.
UNCHANGED6,4086,40800%$316.0K$313.3K-$2.7K2026-10-20
Main Street Group, LTD
UNCHANGED6,3516,35100%$313.0K$310.2K-$2.7K2026-10-28
Patrick M Sweeney & Associates, Inc
NEW6,198—+6,198——$302.8K—2026-10-22
FCG Investment Co
NEW6,029—+6,029——$294.5K—2026-10-13
Carolina Wealth Management Inc
INCREASED5,8885,680+208+4%$279.9K$287.6K+$7.7K2026-10-29
Pennsylvania Capital Management Inc
UNCHANGED5,8015,80100%$285.9K$283.4K-$2.5K2026-11-05
World Equity Group, Inc.
DECREASED5,7467,206-1,460-20%$355.1K$280.7K-$74.4K2026-10-14
WealthBridge Capital Management, LLC
NEW5,741—+5,741——$280.4K—2026-10-16
Sterling Group Wealth Management, LLC
UNCHANGED5,7005,70000%$280.9K$278.4K-$2.5K2026-11-03
Midwest Trust Co
DECREASED5,6936,020-327-5%$296.7K$278.1K-$18.6K2026-10-22
Ritholtz Wealth Management
NEW5,631—+5,631——$275.1K—2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED5,6305,614+16+0%$276.6K$275.0K-$1.6K2026-11-05
Tempo Wealth, LLC
NEW5,620—+5,620——$274.5K—2026-10-14
Schear Investment Advisers, LLC
NEW5,620—+5,620——$274.5K—2026-10-14
SteelPeak Wealth, LLC
DECREASED5,5967,457-1,861-25%$368.6K$274.2K-$94.4K2026-10-16
Basso Capital Management, L.P.
NEW5,494—+5,494——$268.4K—2026-10-30
Harmony Asset Management LLC
INCREASED5,4735,402+71+1%$266.2K$267.4K+$1.1K2026-10-20
Grant Street Asset Management, Inc.
DECREASED5,4046,411-1,007-16%$315.9K$264.0K-$51.9K2026-10-26
Purkiss Capital Advisors LLC
INCREASED5,2755,075+200+4%$250.1K$257.7K+$7.6K2026-11-06
Partners Wealth Management, LLC
NEW5,191—+5,191——$254.4K—2026-10-28
4Wealth Advisors, Inc.
INCREASED5,1325,092+40+1%$250.8K$252.4K+$1.6K2026-10-13
Sage Investment Counsel LLC
NEW5,008—+5,008——$244.6K—2026-10-26
SFE Investment Counsel
UNCHANGED4,9734,97300%$245.1K$242.9K-$2.1K2026-10-29
QTR Family Wealth, LLC
INCREASED4,9664,958+8+0%$244.3K$242.6K-$1.8K2026-11-02
Creekside Partners
DECREASED4,9497,794-2,845-36%$384.1K$241.8K-$142.3K2026-11-04
Worthington Financial Partners, LLC
DECREASED4,9434,958-150%$244.3K$241.5K-$2.9K2026-10-13
Entrewealth, LLC
DECREASED4,8584,962-104-2%$253.2K$237.3K-$15.8K2026-10-14
Presilium Private Wealth, LLC
DECREASED4,8557,541-2,686-36%$371.6K$237.2K-$134.5K2026-10-26
Krilogy Financial LLC
INCREASED4,7974,624+173+4%$227.9K$237.8K+$10.0K2026-10-13
LexAurum Advisors, LLC
DECREASED4,7415,202-461-9%$256.3K$231.6K-$24.7K2026-10-19
BLB&B Advisors, LLC
NEW4,716—+4,716——$230.4K—2026-10-27
Colton Groome Financial Advisors, LLC
UNCHANGED4,7094,70900%$232.1K$230.0K-$2.0K2026-10-06
Shum Financial Group, Inc.
NEW4,592—+4,592——$224.3K—2026-10-13
Wedmont Private Capital
INCREASED4,5524,538+14+0%$224.6K$224.2K-$4582026-10-09
Triad Wealth Partners, LLC
NEW4,548—+4,548——$222.2K—2026-10-26
Investmark Advisory Group LLC
UNCHANGED4,5354,53500%$223.5K$221.5K-$2.0K2026-10-27
Vestia Personal Wealth Advisors
NEW4,500—+4,500——$219.8K—2026-10-20
Cape Investment Advisory, Inc.
INCREASED4,4403,451+989+29%$170.1K$216.9K+$46.8K2026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED4,4184,41800%$217.7K$215.8K-$1.9K2026-10-16
Guardian Partners Inc.
UNCHANGED4,4004,40000%$216.8K$214.9K-$1.9K2026-10-21
Greenup Street Wealth Management LLC
UNCHANGED4,3664,36600%$215.2K$213.3K-$1.9K2026-10-28
XY Planning Network, Inc.
DECREASED4,3104,837-527-11%$238.4K$210.5K-$27.8K2026-10-14
Everhart Financial Group, Inc.
NEW4,126—+4,126——$201.6K—2026-10-08
Winch Advisory Services, LLC
INCREASED4,0443,842+202+5%$189.3K$197.6K+$8.2K2026-11-06
Eastern Bank
NEW3,954—+3,954——$193.2K—2026-10-05
Oakworth Capital, Inc.
DECREASED3,9004,000-100-2%$196.4K$190.5K-$5.8K2026-10-26
Security National Bank
UNCHANGED3,7143,71400%$183.0K$181.4K-$1.6K2026-10-26
Plante Moran Financial Advisors, LLC
NEW3,542—+3,542——$173.0K—2026-11-04
Mather Group, Llc.
UNCHANGED3,4643,46400%$170.7K$169.2K-$1.5K2026-10-14
Trust Co
INCREASED3,1462,278+868+38%$112.3K$153.7K+$41.4K2026-10-09
Trust Co of Vermont
INCREASED2,8602,584+276+11%$127.3K$139.7K+$12.4K2026-10-21
Center for Financial Planning, Inc.
UNCHANGED2,5712,57100%$126.7K$125.6K-$1.1K2026-10-26
Next Level Wealth Planning, LLC
NEW2,422—+2,422——$118.3K—2026-10-29
TD Waterhouse Canada Inc.
INCREASED2,1751,950+225+12%$93.0K$106.4K+$13.4K2026-10-16
CoreCap Advisors, LLC
INCREASED2,1551,338+817+61%$65.9K$105.3K+$39.4K2026-10-08
UMB Bank, n.a.
UNCHANGED2,1512,15100%$106.0K$105.1K-$9252026-11-06
North Star Investment Management Corp.
INCREASED2,100800+1,300+163%$39.4K$102.6K+$63.2K2026-10-27
Asset Dedication, LLC
DECREASED1,7821,876-94-5%$92.5K$87.0K-$5.4K2026-11-03
GHP Investment Advisors, Inc.
INCREASED1,7342+1,732+86600%$95$84.7K+$84.6K2026-10-15
Archer Investment Corp
INCREASED1,6791,270+409+32%$62.6K$82.0K+$19.4K2026-11-05
Y.D. More Investments Ltd
INCREASED1,636240+1,396+582%$11.8K$79.9K+$68.1K2026-11-02
Central Trust Co
INCREASED1,6291,329+300+23%$65.5K$79.6K+$14.1K2026-11-05
Beacon Financial Strategies Corp
UNCHANGED1,6001,60000%$78.8K$78.2K-$6882026-10-14
Blue Trust, Inc.
INCREASED1,5751,343+232+17%$66.2K$76.9K+$10.8K2026-10-15
UMB Private Wealth Management, LLC
NEW1,563—+1,563——$76.4K—2026-10-19
Compass Financial Management LLC
NEW1,490—+1,490——$72.8K—2026-10-30
Global Trust Asset Management, LLC
UNCHANGED1,3001,30000%$64.1K$63.5K-$5592026-10-19
Hickory Point Bank & Trust
UNCHANGED1,1221,12200%$55.3K$54.8K-$4822026-10-01
Signaturefd, LLC
INCREASED1,040968+72+7%$47.7K$50.8K+$3.1K2026-10-23
KFG LLC
NEW1,029—+1,029——$50.3K—2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED90990900%$44.8K$44.4K-$3912026-10-16
FNY Investment Advisers, LLC
UNCHANGED90090000%$44.0K$43-$44.0K2026-10-16
Essential Investment Partners LLC
UNCHANGED87187100%$42.9K$42.5K-$3752026-10-27
Bayban
UNCHANGED85685600%$42.2K$42.2K$02026-11-05
Rydar Equities, Inc.
NEW781—+781——$38.7K—2026-10-13
Simplex Trading, LLC
INCREASED779247+532+215%$12.2K$38.1K+$25.9K2026-11-04
Hughes Financial Services, LLC
UNCHANGED77477400%$38.1K$38.4K+$2092026-10-30
First Horizon Corp
UNCHANGED76976900%$37.9K$37.6K-$3302026-10-26
Triumph Capital Management
UNCHANGED75075000%$37.0K$36.6K-$3222026-10-14
Bay Harbor Wealth Management, LLC
UNCHANGED74074000%$36.6K$36.3K-$3142026-11-03
Provenance Wealth Advisors, LLC
NEW670—+670——$32.7K—2026-10-30
CX Institutional
DECREASED661802-141-18%$40$32-$82026-10-02
Pflug Koory, LLC
UNCHANGED58458400%$28.8K$28.5K-$2522026-10-26
Indiana Trust & Investment Management Co
UNCHANGED56056000%$27.6K$27.4K-$2412026-10-22
Rossby Financial, LCC
UNCHANGED51351300%$25.3K$25.1K-$2212026-11-05
Strive Financial Group,LLC
NEW501—+501——$24.5K—2026-11-09
Arvest Investments, Inc.
DECREASED483536-53-10%$26.4K$23.6K-$2.8K2026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED4755,384-4,909-91%$265.3K$23.2K-$242.1K2026-10-16
Community Financial Services Group, LLC
NEW435—+435——$21.2K—2026-10-15
Jnba Financial Advisors
INCREASED431329+102+31%$16.2K$21.0K+$4.8K2026-11-03
Concord Wealth Partners
UNCHANGED39839800%$19.6K$19.4K-$1712026-11-02
William Mack & Associates, Inc.
NEW383—+383——$18.7K—2026-10-27
Meriwether Wealth & Planning, LLC
NEW377—+377——$18.4K—2026-10-13
Trust Co of Toledo NA
NEW330—+330——$16.1K—2026-10-16
Princeton Global Asset Management LLC
NEW307—+307——$15.0K—2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED30530500%$15.0K$14.9K-$1312026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED26326300%$13.0K$12.8K-$1132026-11-06
SouthState Bank Corp
NEW262—+262——$12.8K—2026-11-09
Toth Financial Advisory Corp
UNCHANGED26226200%$12.9K$12.8K-$1132026-10-08
Downshift Financial, LLC
NEW256—+256——$12.5K—2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW242—+242——$11.8K—2026-10-27
Hanson & Doremus Investment Management
UNCHANGED23723700%$12$12$02026-10-16
Financial Consulate, Inc
UNCHANGED23023000%$11.4K$11.3K-$982026-10-23
Golden State Wealth Management, LLC
INCREASED22845+183+407%$2.2K$11.1K+$8.9K2026-11-02
Nfsg Corp
INCREASED212111+101+91%$5.5K$10.4K+$4.9K2026-10-15
Russell Investments Group, Ltd.
DECREASED200652-452-69%$32.1K$9.7K-$22.4K2026-11-06
Central Pacific Bank - Trust Division
INCREASED181155+26+17%$7.6K$8.8K+$1.2K2026-10-06
DeDora Capital, Inc.
NEW177—+177——$8.6K—2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED16516500%$8.1K$8.1K-$712026-10-26
Abound Wealth Management
DECREASED1421,995-1,853-93%$98.3K$6.9K-$91.4K2026-10-26
Hantz Financial Services, Inc.
UNCHANGED11711700%$6$6$02026-11-09
United Financial Planning Group LLC
NEW109—+109——$5.3K—2026-11-04
Montag A & Associates Inc
NEW100—+100——$4.9K—2026-10-29
Migdal Insurance & Financial Holdings Ltd.
NEW88—+88——$4.3K—2026-11-09
MassMutual Private Wealth & Trust, FSB
DECREASED51184-133-72%$9.1K$2.5K-$6.6K2026-10-05
Creative Capital Management Investments LLC
NEW43—+43——$2.1K—2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED2419+5+26%$938$1.2K+$2392026-10-28
KMG Fiduciary Partners, LLC
CLOSED065,683-65,683-100%$3.2M$0-$3.2M2026-10-14
Retireful, LLC
CLOSED08,214-8,214-100%$404.5K$0-$404.5K2026-10-09
Strategic Wealth Investment Group, LLC
CLOSED07,206-7,206-100%$355.1K$0-$355.1K2026-10-29
Symphony Financial, Ltd. Co.
CLOSED05,641-5,641-100%$277.9K$0-$277.9K2026-10-22
Lido Advisors, LLC
CLOSED05,088-5,088-100%$251.1K$0-$251.1K2026-11-04
Cornerstone Wealth Group, LLC
CLOSED04,974-4,974-100%$245.1K$0-$245.1K2026-11-02
Third View Private Wealth, LLC
CLOSED04,361-4,361-100%$214.9K$0-$214.9K2026-10-30
Castleview Partners, LLC
CLOSED04,313-4,313-100%$212.5K$0-$212.5K2026-10-09
Gradient Investments LLC
CLOSED04,131-4,131-100%$203.6K$0-$203.6K2026-10-08
RMR Wealth Builders
CLOSED04,050-4,050-100%$200.2K$0-$200.2K2026-10-22
Motco
CLOSED01,984-1,984-100%$97.8K$0-$97.8K2026-11-09
Flagship Wealth Advisors, LLC
CLOSED01,370-1,370-100%$67.5K$0-$67.5K2026-11-03
Torren Management, LLC
CLOSED01,364-1,364-100%$67.2K$0-$67.2K2026-10-29
Wellington Grp LLC
CLOSED01,255-1,255-100%$53.4K$0-$53.4K2026-11-06
Bokf, NA
CLOSED01,046-1,046-100%$51.5K$0-$51.5K2026-10-27
First Command Advisory Services, Inc.
CLOSED0464-464-100%$22.9K$0-$22.9K2026-11-05
BankPlus Trust Department
CLOSED0300-300-100%$14.8K$0-$14.8K2026-11-06
Whipplewood Advisors, LLC
CLOSED0263-263-100%$13.0K$0-$13.0K2026-10-20
Key FInancial Inc
CLOSED054-54-100%$2.7K$0-$2.7K2026-11-02
Morgan Stanley
N/A—28,063,384-28,063,384-100%$1.4B———
Raymond James Financial Inc
N/A—27,792,280-27,792,280-100%$1.4B———
Capital International Investors
N/A—22,961,587-22,961,587-100%$1.1B———
Envestnet Asset Management Inc
N/A—22,227,674-22,227,674-100%$1.1B———
Wells Fargo & Company
N/A—21,822,980-21,822,980-100%$1.1B———
Northwestern Mutual Wealth Management Co
N/A—21,588,874-21,588,874-100%$1.1B———
Bank of America Corp
N/A—18,419,265-18,419,265-100%$907.7M———
Cetera Investment Advisers
N/A—18,275,976-18,275,976-100%$900.6M———
Jones Financial Companies Lllp
N/A—16,425,629-16,425,629-100%$796.5M———
Capital Group Private Client Services, Inc.
N/A—12,659,156-12,659,156-100%$623.8M———
Osaic Holdings, Inc.
N/A—11,545,200-11,545,200-100%$569.0M———
Advance Capital Management, Inc.
N/A—10,657,305-10,657,305-100%$525.2M———
UBS Group AG
N/A—9,857,339-9,857,339-100%$485.8M———
Royal Bank of Canada
N/A—8,026,645-8,026,645-100%$395.6M———
Stifel Financial Corp
N/A—6,521,495-6,521,495-100%$321.4M———
Private Advisor Group, LLC
N/A—5,858,151-5,858,151-100%$288.7M———
MML Investors Services, LLC
N/A—5,078,583-5,078,583-100%$250.3M———
CIBC Bancorp USA Inc.
N/A—4,427,417-4,427,417-100%$217.4M———
Janney Montgomery Scott LLC
N/A—3,393,461-3,393,461-100%$167.2M———
&partners
N/A—2,876,171-2,876,171-100%$141.9M———
Bogart Wealth, LLC
N/A—2,429,786-2,429,786-100%$119.7M———
HighTower Advisors, LLC
N/A—2,251,668-2,251,668-100%$111.0M———
Baird Financial Group, Inc.
N/A—2,110,374-2,110,374-100%$104.0M———
SEI Investments Co
N/A—2,001,835-2,001,835-100%$98.7M———
Equitable Holdings, Inc.
N/A—1,895,821-1,895,821-100%$93.4M———
Integrated Wealth Concepts LLC
N/A—1,607,954-1,607,954-100%$79.2M———
WNY Asset Management, LLC
N/A—1,592,072-1,592,072-100%$78.5M———
IAM Advisory, LLC
N/A—1,463,839-1,463,839-100%$72.1M———
Aptus Capital Advisors, LLC
N/A—1,429,177-1,429,177-100%$70.4M———
Benjamin Edwards Inc
N/A—1,344,683-1,344,683-100%$66.3M———
Guardian Wealth Advisors, LLC / NC
N/A—1,281,501-1,281,501-100%$63.2M———
NewEdge Advisors, LLC
N/A—1,266,080-1,266,080-100%$62.4M———
Mainstay Capital Management LLC
N/A—1,141,359-1,141,359-100%$56.2M———
Western Wealth Management, LLC
N/A—1,117,504-1,117,504-100%$55.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,100,905-1,100,905-100%$54.3M———
Ameritas Advisory Services, LLC
N/A—1,092,250-1,092,250-100%$53.8M———
SK Wealth Management, LLC
N/A—1,058,693-1,058,693-100%$54.2M———
Captrust Financial Advisors
N/A—960,004-960,004-100%$47.3M———
Continuum Advisory, LLC
N/A—932,608-932,608-100%$46.0M———
Rockefeller Capital Management L.P.
N/A—918,359-918,359-100%$45.3M———
Mason Investment Advisory Services, Inc.
N/A—844,702-844,702-100%$41.6M———
Blair William & Co
N/A—803,848-803,848-100%$39.6M———
JPMorgan Chase & Co
N/A—796,702-796,702-100%$39.2M———
Global Retirement Partners, LLC
N/A—780,160-780,160-100%$38.4M———
Sanctuary Advisors, LLC
N/A—755,572-755,572-100%$37.2M———
Focus Partners Wealth
N/A—696,219-696,219-100%$34.3M———
Silver OAK Securities, Incorporated
N/A—689,334-689,334-100%$34.0M———
Natixis Advisors, LLC
N/A—689,287-689,287-100%$34.0M———
PCG Wealth Advisors, LLC
N/A—681,934-681,934-100%$33.6M———
Orion Porfolio Solutions, LLC
N/A—645,175-645,175-100%$31.8M———
Great Valley Advisor Group, Inc.
N/A—643,031-643,031-100%$31.7M———
Thoroughbred Financial Services, LLC
N/A—633,572-633,572-100%$31.0M———
Madison Wealth Partners, Inc
N/A—630,760-630,760-100%$31.1M———
Vestmark Advisory Solutions, Inc.
N/A—613,770-613,770-100%$30.2M———
Core Wealth Advisors, Inc.
N/A—573,014-573,014-100%$28.2M———
Cary Street Partners Financial LLC
N/A—571,086-571,086-100%$28.1M———
Per Stirling Capital Management, Llc.
N/A—535,659-535,659-100%$26.4M———
Beacon Pointe Advisors, LLC
N/A—531,686-531,686-100%$26.2M———
Advyzon Investment Management, LLC
N/A—530,279-530,279-100%$26.1M———
Mutual Advisors, LLC
N/A—503,868-503,868-100%$24.8M———
Kingsview Wealth Management, LLC
N/A—502,557-502,557-100%$24.8M———
Wood Tarver Financial Group, LLC
N/A—501,056-501,056-100%$24.7M———
Meridian Wealth Advisors, LLC
N/A—476,503-476,503-100%$23.5M———
Smith, Moore & Co.
N/A—459,878-459,878-100%$22.7M———
Compton Financial Group, LLC
N/A—455,917-455,917-100%$22.5M———
Modern Wealth Management, LLC
N/A—455,153-455,153-100%$22.4M———
Carter Financial, LLC
N/A—409,548-409,548-100%$20.2M———
Kera Capital Partners, Inc.
N/A—396,796-396,796-100%$19.6M———
ST Germain D J Co Inc
N/A—392,799-392,799-100%$19.4M———
Kropog Financial Group, LLC
N/A—388,730-388,730-100%$19.2M———
Principal Securities, Inc.
N/A—379,584-379,584-100%$18.7M———
Stratos Wealth Partners, Ltd.
N/A—367,163-367,163-100%$18.1M———
Regimen Wealth, LLC
N/A—361,848-361,848-100%$17.8M———
Arax Advisory Partners
N/A—351,383-351,383-100%$17.3M———
Rothschild Investment LLC
N/A—338,843-338,843-100%$16.7M———
Arkadios Wealth Advisors
N/A—336,389-336,389-100%$16.6M———
Steward Partners Investment Advisory, LLC
N/A—334,602-334,602-100%$16.5M———
Ruggaard & Associates LLC
N/A—333,808-333,808-100%$16.5M———
Menora Mivtachim Holdings Ltd.
N/A—330,779-330,779-100%$16.3M———
Fortress Private Ledger, LLC
N/A—324,401-324,401-100%$16.0M———
Mariner, LLC
N/A—321,309-321,309-100%$15.8M———
World Investment Advisors
N/A—305,935-305,935-100%$13.1M———
Stephens Inc
N/A—299,585-299,585-100%$14.8M———
Vigil Wealth Management, LLC
N/A—296,620-296,620-100%$14.6M———
Barnes Pettey Financial Advisors, LLC
N/A—294,784-294,784-100%$14.5M———
Evergreen Wealth Partners LLC
N/A—289,750-289,750-100%$14.3M———
Cozad Asset Management Inc
N/A—287,899-287,899-100%$14.2M———
Cresset Asset Management, LLC
N/A—282,639-282,639-100%$14.0M———
Essex Financial Services, Inc.
N/A—277,936-277,936-100%$13.7M———
Envestnet Portfolio Solutions, Inc.
N/A—262,785-262,785-100%$13.0M———
Pinnacle Wealth Management, LLC
N/A—261,236-261,236-100%$12.9M———
EP Wealth Advisors, LLC
N/A—261,013-261,013-100%$12.9M———
Swisher Financial Concepts, Inc.
N/A—251,460-251,460-100%$12.4M———
Consilio Wealth Advisors, LLC
N/A—239,256-239,256-100%$11.8M———
Ameriprise Financial Inc
N/A—238,583-238,583-100%$11.8M———
FreeGulliver LLC
N/A—236,927-236,927-100%$11.7M———
Wealth Alliance, LLC
N/A—233,552-233,552-100%$11.5M———
Nicholson Meyer Capital Management, Inc.
N/A—218,993-218,993-100%$10.8M———
Kovack Advisors, Inc.
N/A—216,386-216,386-100%$10.6M———
Rothschild Wealth LLC
N/A—215,657-215,657-100%$10.6M———
Cerity Partners LLC
N/A—214,609-214,609-100%$10.6M———
Sittner & Nelson, LLC
N/A—205,742-205,742-100%$10.1M———
Bleakley Financial Group, LLC
N/A—204,899-204,899-100%$10.1M———
Cassady Wealth & Retirement Planning, LLC
N/A—197,506-197,506-100%$9.7M———
Perennial Investment Advisors, LLC
N/A—196,110-196,110-100%$9.7M———
Ausdal Financial Partners, Inc.
N/A—185,018-185,018-100%$9.1M———
OneDigital Investment Advisors LLC
N/A—183,947-183,947-100%$9.1M———
Legacy Capital Wealth Management, LLC
N/A—179,905-179,905-100%$8.9M———
Summit Financial, LLC
N/A—178,321-178,321-100%$8.8M———
Blom & Howell Financial Planning, Inc.
N/A—177,695-177,695-100%$8.8M———
Riverview Capital Advisers, LLC
N/A—176,590-176,590-100%$8.7M———
Investment Advisory Services Group LLC
N/A—166,902-166,902-100%$8.2M———
Capital Analysts, LLC
N/A—164,262-164,262-100%$8.1M———
Kintra Wealth, LLC
N/A—162,624-162,624-100%$8.4M———
Gateway Wealth Partners, LLC
N/A—162,572-162,572-100%$8.0M———
MTM Financial Group, LLC
N/A—160,979-160,979-100%$7.9M———
Greenline Wealth Management LLC
N/A—157,584-157,584-100%$7.8M———
Advisory Services Network, LLC
N/A—156,997-156,997-100%$7.7M———
Synergy Investment Management, LLC
N/A—153,857-153,857-100%$7.6M———
Allied Private Wealth LLC
N/A—147,354-147,354-100%$7.2M———
Steffes Financial, Ltd.
N/A—146,787-146,787-100%$7.2M———
Gladstone Institutional Advisory LLC
N/A—145,843-145,843-100%$7.2M———
Smartleaf Asset Management LLC
N/A—144,629-144,629-100%$7.1M———
Pallas Capital Advisors LLC
N/A—144,298-144,298-100%$7.1M———
Waverly Advisors, LLC
N/A—143,161-143,161-100%$7.1M———
UBS Asset Management Americas LLC
N/A—138,270-138,270-100%$6.8M———
BFC Planning, Inc.
N/A—137,752-137,752-100%$6.8M———
Bravera Wealth
N/A—135,729-135,729-100%$6.7M———
Aurdan Capital Management, LLC
N/A—134,279-134,279-100%$6.6M———
Ameritas Investment Partners, Inc.
N/A—134,008-134,008-100%$6.6M———
J Hagan Capital, Inc.
N/A—129,344-129,344-100%$6.4M———
IHT Wealth Management, LLC
N/A—129,000-129,000-100%$6.4M———
Cauble & Harre Wealth Management, Inc.
N/A—126,436-126,436-100%$6.2M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—126,372-126,372-100%$6.2M———
Aspire Growth Partners LLC
N/A—125,705-125,705-100%$6.2M———
Leigh Baldwin & Co., LLC
N/A—123,048-123,048-100%$6.1M———
Centaurus Financial, Inc.
N/A—118,266-118,266-100%$5.8M———
D. E. Shaw & Co., Inc.
N/A—117,986-117,986-100%$5.8M———
BlackDiamond Wealth Management, LLC
N/A—113,117-113,117-100%$5.8M———
Peapack Gladstone Financial Corp
N/A—112,890-112,890-100%$5.6M———
EWA, LLC
N/A—112,208-112,208-100%$5.5M———
Leo H. Evart, Inc.
N/A—111,005-111,005-100%$5.5M———
Ethos Financial Group, LLC
N/A—109,086-109,086-100%$5.3M———
Hopwood Nicholas Hunter
N/A—108,680-108,680-100%$5.4M———
Roehl & Yi Investment Advisors, LLC
N/A—105,495-105,495-100%$5.0M———
Expressive Wealth LLC
N/A—104,189-104,189-100%$5.1M———
WCG Wealth Advisors LLC
N/A—88,517-88,517-100%$4.4M———
CreativeOne Wealth, LLC
N/A—84,591-84,591-100%$4.2M———
Investment Advisory Group, LLC
N/A—84,213-84,213-100%$4.2M———
EQ Wealth Advisors, LLC
N/A—83,067-83,067-100%$4.1M———
Betterment LLC
N/A—82,267-82,267-100%$4.1M———
Owen LaRue, LLC
N/A—82,042-82,042-100%$4.0M———
Calton & Associates, Inc.
N/A—80,494-80,494-100%$4.0M———
Oxinas Partners, LLC
N/A—80,009-80,009-100%$3.9M———
Tribridge Partners Financial LLC
N/A—76,305-76,305-100%$3.7M———
Belpointe Asset Management LLC
N/A—70,381-70,381-100%$3.5M———
Stratos Wealth Advisors, LLC
N/A—61,906-61,906-100%$3.1M———
Capital Investment Management, Inc.
N/A—61,044-61,044-100%$3.0M———
Atlas Legacy Advisors, LLC
N/A—60,674-60,674-100%$3.0M———
Keating Financial Advisory Services, Inc.
N/A—58,549-58,549-100%$2.9M———
Keystone Financial Group
N/A—58,249-58,249-100%$2.9M———
Widmann Financial Services, Inc.
N/A—57,663-57,663-100%$2.8M———
Qube Research & Technologies Ltd
N/A—55,865-55,865-100%$2.8M———
Transamerica Financial Advisors, LLC
N/A—54,227-54,227-100%$2.7M———
Beta Wealth Group, Inc.
N/A—50,721-50,721-100%$2.5M———
OakTrust Wealth Advisors, LLC
N/A—49,488-49,488-100%$2.4M———
Astoria Portfolio Advisors Llc.
N/A—48,325-48,325-100%$2.4M———
OneAscent Financial Services LLC
N/A—47,361-47,361-100%$2.3M———
GWN Securities Inc.
N/A—46,916-46,916-100%$2.3M———
Tudor Investment Corp ET AL
N/A—46,876-46,876-100%$2.3M———
Medallion Wealth Advisors, LLC
N/A—45,228-45,228-100%$2.2M———
Quantinno Capital Management LP
N/A—43,182-43,182-100%$2.1M———
Mercer Global Advisors Inc
N/A—42,161-42,161-100%$2.1M———
Parsonex Advisory Services, Inc.
N/A—41,304-41,304-100%$2.0M———
Bridgewealth Advisory Group, LLC
N/A—41,058-41,058-100%$2.0M———
Renaissance Technologies LLC
N/A—40,600-40,600-100%$2.0M———
Rather & Kittrell, Inc.
N/A—39,607-39,607-100%$2.0M———
44 Wealth Management LLC
N/A—38,692-38,692-100%$1.9M———
Mosaic Family Wealth Partners, LLC
N/A—38,574-38,574-100%$1.9M———
Mrwm Advisors, LLC
N/A—38,341-38,341-100%$1.9M———
WFA of San Diego, LLC
N/A—37,728-37,728-100%$1.9M———
Brown Advisory Inc
N/A—37,384-37,384-100%$1.8M———
Goldstone Financial Group, LLC
N/A—36,775-36,775-100%$1.8M———
Jane Street Group, LLC
N/A—36,361-36,361-100%$1.8M———
LaSalle St. Investment Advisors, LLC
N/A—36,145-36,145-100%$1.8M———
FMR LLC
N/A—35,171-35,171-100%$1.7M———
Everpar Advisors LLC
N/A—32,427-32,427-100%$1.6M———
Tradition Wealth Management, LLC
N/A—31,548-31,548-100%$1.6M———
PFG Investments, LLC
N/A—30,581-30,581-100%$1.5M———
Clark Capital Management Group, Inc.
N/A—28,303-28,303-100%$1.4M———
Mayflower Financial Advisors, LLC
N/A—26,924-26,924-100%$1.3M———
Strategic Investment Solutions, Inc.
N/A—26,707-26,707-100%$1.3M———
Snowden Capital Advisors LLC
N/A—25,842-25,842-100%$1.3M———
Coppell Advisory Solutions LLC
N/A—25,620-25,620-100%$8.5M———
AE Wealth Management LLC
N/A—24,400-24,400-100%$1.2M———
Magnolia Capital Advisors LLC
N/A—23,909-23,909-100%$1.2M———
Flputnam Investment Management Co
N/A—23,217-23,217-100%$1.1M———
Avant Capital LLC
N/A—22,999-22,999-100%$1.1M———
Stonebridge Financial Group, LLC / MO
N/A—22,751-22,751-100%$1.1M———
NewEdge Wealth, LLC
N/A—22,516-22,516-100%$1.1M———
Florida Financial Advisors, LLC
N/A—22,094-22,094-100%$1.1M———
Cvfg LLC
N/A—21,564-21,564-100%$1.1M———
Pathstone Holdings, LLC
N/A—20,966-20,966-100%$1.0M———
AQR Capital Management LLC
N/A—20,658-20,658-100%$1.0M———
Regal Investment Advisors LLC
N/A—20,576-20,576-100%$1.0M———
Stokes Family Office, LLC
N/A—18,652-18,652-100%$919.2K———
January Capital Advisors LLC
N/A—18,487-18,487-100%$911.1K———
Cannon Wealth Management Services, LLC
N/A—17,857-17,857-100%$880.0K———
Northern Trust Corp
N/A—17,475-17,475-100%$861.2K———
O'shaughnessy Asset Management, LLC
N/A—17,030-17,030-100%$839.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,942-16,942-100%$834.9K———
QRG Capital Management, Inc.
N/A—16,834-16,834-100%$829.6K———
Storgate, LLC
N/A—16,769-16,769-100%$826.4K———
Anchor Investment Management, LLC
N/A—16,698-16,698-100%$822.9K———
Vermillion & White Wealth Management Group, LLC
N/A—15,455-15,455-100%$761.6K———
Fortis Capital Advisors, LLC
N/A—14,507-14,507-100%$714.9K———
Rehmann Capital Advisory Group
N/A—14,480-14,480-100%$713.6K———
Wealthspire Retirement, LLC
N/A—14,459-14,459-100%$712.6K———
VestGen Investment Management
N/A—14,171-14,171-100%$698.3K———
CIM, LLC
N/A—13,758-13,758-100%$678.0K———
Troutman Wealth Management, LLC
N/A—13,168-13,168-100%$648.9K———
Prospect Financial Services LLC
N/A—13,057-13,057-100%$643.4K———
Foundations Investment Advisors, LLC
N/A—12,639-12,639-100%$622.8K———
Van Diest Capital, LLC
N/A—12,439-12,439-100%$613.0K———
Advisors Capital Management, LLC
N/A—12,017-12,017-100%$592.2K———
Pinnacle Financial Partners, Inc.
N/A—11,948-11,948-100%$588.8K———
Regatta Research & Money Management
N/A—11,837-11,837-100%$583.1K———
Vantus Wealth LLC
N/A—11,148-11,148-100%$549.4K———
Moneta Group Investment Advisors LLC
N/A—11,078-11,078-100%$545.9K———
Ameriflex Group, Inc.
N/A—10,998-10,998-100%$542.0K———
BlackRock, Inc.
N/A—10,080-10,080-100%$496.7K———
Wealthgarden F.S. LLC
N/A—9,915-9,915-100%$488.6K———
Octavia Wealth Advisors, LLC
N/A—9,912-9,912-100%$489.9K———
PW Advisors, LLC \ FL
N/A—9,881-9,881-100%$487.0K———
Vident Advisory, LLC
N/A—9,858-9,858-100%$485.8K———
Savvy Advisors, Inc.
N/A—9,805-9,805-100%$483.2K———
Francis Financial, Inc.
N/A—9,486-9,486-100%$467.5K———
Envision Financial Planning, LLC
N/A—9,459-9,459-100%$466.1K———
Faithward Advisors, LLC
N/A—9,431-9,431-100%$464.8K———
RiverFront Investment Group, LLC
N/A—9,050-9,050-100%$446.0K———
McNamara Financial Services, Inc.
N/A—9,000-9,000-100%$443.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,856-8,856-100%$436.4K———
Insigneo Advisory Services, LLC
N/A—8,758-8,758-100%$431.6K———
Brookwood Investment Group LLC
N/A—8,564-8,564-100%$422.0K———
Osprey Private Wealth LLC
N/A—8,482-8,482-100%$418.0K———
Beto Financial Group, LLC
N/A—8,475-8,475-100%$412.3K———
HFG Advisors, Inc.
N/A—8,340-8,340-100%$411.0K———
Rathbones Group PLC
N/A—8,000-8,000-100%$394.2K———
NCM Capital Management, LLC
N/A—7,700-7,700-100%$379.5K———
Berger Financial Group, Inc
N/A—7,522-7,522-100%$370.7K———
Kerr Financial Planning Corp
N/A—7,516-7,516-100%$370.4K———
Sequoia Financial Advisors, LLC
N/A—7,300-7,300-100%$359.7K———
MAI Capital Management
N/A—7,242-7,242-100%$357.2K———
Synergy Financial Group, LTD
N/A—7,036-7,036-100%$346.7K———
Johnson Investment Counsel Inc
N/A—6,996-6,996-100%$344.8K———
XTX Topco Ltd
N/A—6,892-6,892-100%$339.6K———
Bridges Investment Management Inc
N/A—6,866-6,866-100%$338.4K———
GeoWealth Management, LLC
N/A—6,708-6,708-100%$330.6K———
Seeds Investor LLC
N/A—6,296-6,296-100%$310.3K———
Vertex Planning Partners, LLC
N/A—6,276-6,276-100%$309.3K———
Thompson David Blair
N/A—6,177-6,177-100%$304.4K———
American Financial Advisors, LLC
N/A—6,042-6,042-100%$297.7K———
Rollins Financial Advisors, LLC
N/A—5,923-5,923-100%$291.9K———
Sound View Wealth Advisors Group, LLC
N/A—5,769-5,769-100%$284.3K———
CarsonAllaria Wealth Management, Ltd.
N/A—5,704-5,704-100%$281.1K———
Focus Partners Advisor Solutions, LLC
N/A—5,654-5,654-100%$278.7K———
Marble Wealth, LLC
N/A—5,600-5,600-100%$276.0K———
Cofg Advisors, LLC
N/A—5,544-5,544-100%$273.2K———
Orcam Financial Group
N/A—5,508-5,508-100%$271.4K———
Sonoma Allocations LLC
N/A—5,358-5,358-100%$264.3K———
SHP Wealth Management
N/A—5,189-5,189-100%$255.7K———
Mark Sheptoff Financial Planning, LLC
N/A—5,178-5,178-100%$255.2K———
HTG Investment Advisors, Inc.
N/A—5,000-5,000-100%$246.4K———
Townsquare Capital LLC
N/A—4,987-4,987-100%$245.8K———
Dover Advisors, LLC
N/A—4,862-4,862-100%$212.2K———
Heritage Trust Co
N/A—4,704-4,704-100%$231.8K———
Duncan Williams Asset Management, LLC
N/A—4,535-4,535-100%$223.5K———
Coastal Bridge Advisors, LLC
N/A—4,369-4,369-100%$215.3K———
Strategic Financial Concepts, LLC
N/A—4,262-4,262-100%$210.0K———
GW&K Investment Management, LLC
N/A—3,500-3,500-100%$172.0K———
Huntington National Bank
N/A—3,060-3,060-100%$150.8K———
Operose Advisors LLC
N/A—2,550-2,550-100%$125.7K———
Caitlin John, LLC
N/A—2,500-2,500-100%$123.2K———
Godfrey Financial Associates, Inc.
N/A—2,337-2,337-100%$115.2K———
Harborfront Financial Group LLC
N/A—2,317-2,317-100%$114.2K———
Vanguard Advisers Inc
N/A—2,076-2,076-100%$102.3K———
Colonial Trust Co / SC
N/A—1,991-1,991-100%$98.1K———
Bartlett & Co. Wealth Management LLC
N/A—1,964-1,964-100%$97.1K———
Delta Asset Management LLC
N/A—1,803-1,803-100%$88.8K———
Brown Brothers Harriman & Co
N/A—1,760-1,760-100%$86.7K———
Mcguire Capital Advisors Inc
N/A—1,490-1,490-100%$73.4K———
Bellevue Asset Management, LLC
N/A—1,457-1,457-100%$71.8K———
Banco de Sabadell, S.a
N/A—1,180-1,180-100%$58.0K———
ESL Trust Services, LLC
N/A—1,115-1,115-100%$54.9K———
Ancora Advisors LLCA
N/A—876-876-100%$43.1K———
TD Capital Management LLC
N/A—781-781-100%$38.5K———
Strategic Wealth Partners, Ltd.
N/A—522-522-100%$25.7K———
Atlantic Union Bankshares Corp
N/A—420-420-100%$20.7K———
Fiduciary Financial Advisors
N/A—415-415-100%$20.5K———
Dunhill Financial, LLC
N/A—275-275-100%$13.6K———
Roble, Belko & Company, Inc
N/A—139-139-100%$7———
Mpwm Advisory Solutions, LLC
N/A—35-35-100%$1.7K———
Showing 836 of 836 institutions