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Cap Group Global Growth (CGGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares19,972,718 from 18,115,822
Change+1,856,896 (+10%)
Value$794.5M (+$27.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares5,537,196 from 5,512,320
Change+24,876 (+0%)
Value$220.3M (-$13.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,786,316 from 3,532,974
Change+253,342 (+7%)
Value$150.6M (+$1.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares2,163,698 from 1,995,334
Change+168,364 (+8%)
Value$86.1M (+$1.6M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,693,634 from 1,445,862
Change+247,772 (+17%)
Value$66.5M (+$7.2M)
Filed 2026-10-13
Financial Council, LLC
INCREASED
Shares1,627,950 from 1,580,300
Change+47,650 (+3%)
Value$64.8M (-$2.1M)
Filed 2026-11-02
Arlington Financial Advisors, LLC
INCREASED
Shares1,515,156 from 1,459,504
Change+55,652 (+4%)
Value$60.3M (-$1.5M)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares1,386,871 from 1,122,260
Change+264,611 (+24%)
Value$55.2M (+$7.7M)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares1,050,358 from 951,110
Change+99,248 (+10%)
Value$41.8M (+$1.5M)
Filed 2026-11-06
LVW Advisors, LLC
INCREASED
Shares1,020,330 from 955,271
Change+65,059 (+7%)
Value$40.6M (+$152.1K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED
Shares777,096 from 725,248
Change+51,848 (+7%)
Value$30.9M (+$219.0K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares753,460 from 768,466
Change-15,006 (-2%)
Value$30.0M (-$2.6M)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares713,902 from 691,401
Change+22,501 (+3%)
Value$28.4M (-$868.0K)
Filed 2026-10-22
Wealth Science Advisors LLC
INCREASED
Shares696,356 from 669,120
Change+27,236 (+4%)
Value$27.7M (-$622.8K)
Filed 2026-10-09
LifeGoal Investments, LLC
INCREASED
Shares583,487 from 536,940
Change+46,547 (+9%)
Value$23.2M (+$482.5K)
Filed 2026-10-09
Stonebridge Financial Group, LLC
INCREASED
Shares507,591 from 458,129
Change+49,462 (+11%)
Value$20.2M (+$799.3K)
Filed 2026-10-01
Kestra Investment Management, LLC
INCREASED
Shares501,104 from 483,526
Change+17,578 (+4%)
Value$19.9M (-$533.7K)
Filed 2026-11-04
Ergawealth Advisors, Inc.
INCREASED
Shares496,834 from 495,244
Change+1,590 (+0%)
Value$19.8M (-$1.2M)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares492,470 from 479,462
Change+13,008 (+3%)
Value$19.6M (-$705.2K)
Filed 2026-10-23
MCF Advisors LLC
DECREASED
Shares456,868 from 577,700
Change-120,832 (-21%)
Value$18.2M (-$6.3M)
Filed 2026-10-28
Clarity Wealth Advisors, LLC
INCREASED
Shares383,115 from 366,115
Change+17,000 (+5%)
Value$15.2M (-$257.3K)
Filed 2026-10-21
Souders Financial Advisors
INCREASED
Shares380,347 from 367,342
Change+13,005 (+4%)
Value$15.1M (-$419.4K)
Filed 2026-11-03
BNB Wealth Management, LLC
INCREASED
Shares346,714 from 337,545
Change+9,169 (+3%)
Value$13.8M (-$496.0K)
Filed 2026-10-28
KWB Wealth
DECREASED
Shares328,448 from 488,425
Change-159,977 (-33%)
Value$13.1M (-$7.6M)
Filed 2026-10-16
AA Financial Advisors, LLC
DECREASED
Shares278,856 from 284,003
Change-5,147 (-2%)
Value$11.1M (-$928.9K)
Filed 2026-10-19
NavPoint Financial, Inc.
INCREASED
Shares263,759 from 255,731
Change+8,028 (+3%)
Value$10.5M (-$332.8K)
Filed 2026-10-21
Ridgeline Wealth Planning, LLC
DECREASED
Shares263,504 from 263,789
Change-285 (0%)
Value$10.5M (-$684.0K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares256,562 from 220,096
Change+36,466 (+17%)
Value$10.2M (+$889.4K)
Filed 2026-10-30
CLG LLC
INCREASED
Shares254,601 from 126,438
Change+128,163 (+101%)
Value$10.1M (+$4.8M)
Filed 2026-10-13
Carson Advisory Inc.
INCREASED
Shares249,424 from 242,812
Change+6,612 (+3%)
Value$9.9M (-$356.1K)
Filed 2026-11-06
Confluence Wealth Services, Inc.
INCREASED
Shares247,387 from 233,162
Change+14,225 (+6%)
Value$9.8M (-$28.7K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares245,751 from 237,757
Change+7,994 (+3%)
Value$9.8M (-$288.3K)
Filed 2026-10-29
Michael Brady & Co., LLC
INCREASED
Shares237,150 from 235,612
Change+1,538 (+1%)
Value$9.4M (-$539.6K)
Filed 2026-10-23
Novem Group
INCREASED
Shares236,224 from 233,427
Change+2,797 (+1%)
Value$9.4M (-$483.9K)
Filed 2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED
Shares235,902 from 222,757
Change+13,145 (+6%)
Value$9.4M (-$45.1K)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares217,551 from 171,161
Change+46,390 (+27%)
Value$8.7M (+$1.4M)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares211,347 from 175,235
Change+36,112 (+21%)
Value$8.4M (+$989.7K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares198,417 from 224,876
Change-26,459 (-12%)
Value$7.9M (-$1.6M)
Filed 2026-10-08
Financial Management Network Inc
INCREASED
Shares190,193 from 189,799
Change+394 (+0%)
Value$7.6M (+$173.3K)
Filed 2026-10-09
Boyer Financial Services, Inc.
INCREASED
Shares184,411 from 183,101
Change+1,310 (+1%)
Value$7.3M (-$129.2K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
DECREASED
Shares181,775 from 183,217
Change-1,442 (-1%)
Value$7.2M (-$524.6K)
Filed 2026-10-14
Balentine LLC
DECREASED
Shares180,604 from 181,149
Change-545 (0%)
Value$7.2M (-$483.6K)
Filed 2026-11-03
Smith Thornton Advisors LLC
INCREASED
Shares180,506 from 174,374
Change+6,132 (+4%)
Value$7.2M (+$212.6K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares175,382 from 95,304
Change+80,078 (+84%)
Value$7.0M (+$2.9M)
Filed 2026-11-06
Koshinski Asset Management, Inc.
INCREASED
Shares174,834 from 173,988
Change+846 (+0%)
Value$7.0M (-$410.0K)
Filed 2026-10-29
Code Waechter LLC
INCREASED
Shares174,434 from 73,170
Change+101,264 (+138%)
Value$6.9M (+$3.8M)
Filed 2026-10-23
Burford Brothers, Inc.
INCREASED
Shares164,988 from 164,755
Change+233 (+0%)
Value$6.6M (-$410.9K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
INCREASED
Shares163,761 from 162,286
Change+1,475 (+1%)
Value$6.4M (-$438.7K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares160,432 from 144,885
Change+15,547 (+11%)
Value$6.0M (-$121.6K)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares160,411 from 157,015
Change+3,396 (+2%)
Value$6.4M (-$265.3K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares151,580 from 133,792
Change+17,788 (+13%)
Value$6.0M (+$366.4K)
Filed 2026-10-14
James T. Borello RIA
INCREASED
Shares147,156 from 143,592
Change+3,564 (+2%)
Value$5.9M (-$224.4K)
Filed 2026-10-16
Paragon Advisors, LLC
DECREASED
Shares145,792 from 165,969
Change-20,177 (-12%)
Value$5.8M (-$1.2M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares143,420 from 131,392
Change+12,028 (+9%)
Value$5.7M (+$143.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares136,028 from 109,464
Change+26,564 (+24%)
Value$5.4M (+$777.6K)
Filed 2026-10-16
Bill Few Associates, Inc.
INCREASED
Shares134,867 from 124,058
Change+10,809 (+9%)
Value$5.4M (+$113.6K)
Filed 2026-10-09
Entruity Wealth, LLC
DECREASED
Shares130,226 from 130,547
Change-321 (0%)
Value$5.2M (-$345.7K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
INCREASED
Shares129,635 from 128,267
Change+1,368 (+1%)
Value$5.2M (-$272.7K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares128,935 from 123,018
Change+5,917 (+5%)
Value$5.1M (-$78.3K)
Filed 2026-10-29
Landaas & Co
INCREASED
Shares126,035 from 85,120
Change+40,915 (+48%)
Value$5.0M (+$1.4M)
Filed 2026-10-29
Venture Visionary Partners LLC
INCREASED
Shares121,268 from 104,251
Change+17,017 (+16%)
Value$4.8M (+$411.1K)
Filed 2026-10-07
Catalyst Financial Partners LLC
INCREASED
Shares119,527 from 118,002
Change+1,525 (+1%)
Value$4.8M (-$240.2K)
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
DECREASED
Shares116,475 from 117,463
Change-988 (-1%)
Value$4.6M (-$338.8K)
Filed 2026-10-30
HBW Advisory Services LLC
INCREASED
Shares115,070 from 110,219
Change+4,851 (+4%)
Value$4.6M (-$88.1K)
Filed 2026-10-15
Sierra Ocean, LLC
NEW
Shares113,827
Change+113,827
Value$4.5M
Filed 2026-11-03
PFG Advisors
DECREASED
Shares113,325 from 132,869
Change-19,544 (-15%)
Value$4.5M (-$1.1M)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares113,213 from 147,460
Change-34,247 (-23%)
Value$4.5M (-$1.7M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares112,141 from 105,519
Change+6,622 (+6%)
Value$4.5M (-$5.6K)
Filed 2026-11-06
A&I Financial Services, LLC
INCREASED
Shares112,043 from 103,762
Change+8,281 (+8%)
Value$4.5M (+$64.8K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
DECREASED
Shares111,635 from 119,037
Change-7,402 (-6%)
Value$4.4M (-$597.9K)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares111,565 from 108,782
Change+2,783 (+3%)
Value$4.4M (-$166.7K)
Filed 2026-10-07
Sovran Advisors, LLC
INCREASED
Shares111,510 from 107,389
Change+4,121 (+4%)
Value$4.3M (+$114.2K)
Filed 2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares110,703 from 114,471
Change-3,768 (-3%)
Value$4.4M (-$441.8K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares103,547 from 99,011
Change+4,536 (+5%)
Value$4.1M (-$72.0K)
Filed 2026-10-23
Trueblood Wealth Management, LLC
INCREASED
Shares102,567 from 99,349
Change+3,218 (+3%)
Value$4.1M (-$125.3K)
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares97,490 from 64,138
Change+33,352 (+52%)
Value$3.9M (+$1.2M)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares96,322 from 90,788
Change+5,534 (+6%)
Value$3.8M (-$11.4K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares95,700 from 96,997
Change-1,297 (-1%)
Value$3.8M (-$299.0K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares94,688 from 88,827
Change+5,861 (+7%)
Value$3.8M (+$6.6K)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares88,629 from 69,793
Change+18,836 (+27%)
Value$3.5M (+$571.3K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares87,167 from 51,017
Change+36,150 (+71%)
Value$3.5M (+$1.3M)
Filed 2026-11-05
Aprio Wealth Management, LLC
UNCHANGED
Shares86,092 from 86,092
Change0 (0%)
Value$3.4M (-$219.5K)
Filed 2026-10-28
LongView Wealth Management
DECREASED
Shares81,853 from 84,928
Change-3,075 (-4%)
Value$3.3M (-$338.9K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares80,350 from 81,027
Change-677 (-1%)
Value$3.2M (-$233.6K)
Filed 2026-10-21
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares78,655 from 68,082
Change+10,573 (+16%)
Value$3.1M (+$247.0K)
Filed 2026-10-29
Beacon Financial Advisory LLC
DECREASED
Shares75,343 from 75,395
Change-52 (0%)
Value$3.0M (-$194.3K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares72,692 from 67,653
Change+5,039 (+7%)
Value$2.9M (+$27.9K)
Filed 2026-10-13
Blueprint Investment Partners LLC
INCREASED
Shares71,278 from 69,132
Change+2,146 (+3%)
Value$2.8M (-$90.9K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares71,216 from 93,982
Change-22,766 (-24%)
Value$2.8M (-$1.1M)
Filed 2026-10-26
Latitude Advisors, LLC
INCREASED
Shares70,165 from 51,605
Change+18,560 (+36%)
Value$2.8M (+$606.7K)
Filed 2026-10-27
Blueprint Financial Advisors LLC
INCREASED
Shares69,601 from 68,678
Change+923 (+1%)
Value$2.8M (-$138.4K)
Filed 2026-10-28
Convergence Financial, LLC
DECREASED
Shares67,864 from 132,152
Change-64,288 (-49%)
Value$2.7M (-$2.9M)
Filed 2026-10-27
Saxony Capital Management, LLC
INCREASED
Shares67,097 from 63,294
Change+3,803 (+6%)
Value$2.7M (-$10.1K)
Filed 2026-10-15
Northwest Financial Advisors
DECREASED
Shares63,377 from 64,017
Change-640 (-1%)
Value$2.5M (-$188.7K)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares58,713 from 58,285
Change+428 (+1%)
Value$2.3M (-$131.6K)
Filed 2026-11-05
Seamount Financial Group Inc
INCREASED
Shares57,723 from 54,317
Change+3,406 (+6%)
Value$2.3M (-$3.0K)
Filed 2026-10-21
Orba Wealth Advisors, L.L.C.
DECREASED
Shares57,080 from 58,120
Change-1,040 (-2%)
Value$2.3M (-$189.6K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares56,461 from 33,151
Change+23,310 (+70%)
Value$2.2M (+$842.7K)
Filed 2026-11-04
First Pacific Financial
NEW
Shares55,563
Change+55,563
Value$2.2M
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares54,462 from 51,860
Change+2,602 (+5%)
Value$2.2M (-$28.8K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares53,815 from 50,580
Change+3,235 (+6%)
Value$2.1M (-$291)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares52,593 from 52,096
Change+497 (+1%)
Value$2.1M (-$113.1K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares50,961 from 50,384
Change+577 (+1%)
Value$2.0M (-$105.5K)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares50,242 from 50,588
Change-346 (-1%)
Value$2.0M (-$142.8K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares49,858 from 57,219
Change-7,361 (-13%)
Value$2.0M (-$438.8K)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
INCREASED
Shares48,276 from 45,694
Change+2,582 (+6%)
Value$1.9M (-$13.8K)
Filed 2026-10-23
Sweeney & Michel, LLC
DECREASED
Shares47,871 from 51,741
Change-3,870 (-7%)
Value$1.9M (-$197.9K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares47,720 from 40,618
Change+7,102 (+17%)
Value$1.9M (+$179.0K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares47,454 from 44,205
Change+3,249 (+7%)
Value$1.9M (+$16.5K)
Filed 2026-10-28
Lincoln Capital LLC
INCREASED
Shares46,423 from 34,590
Change+11,833 (+34%)
Value$1.8M (+$383.1K)
Filed 2026-10-09
Kachkovsky & Fisher, Inc.
INCREASED
Shares43,078 from 42,404
Change+674 (+2%)
Value$1.7M (-$81.3K)
Filed 2026-10-21
First Heartland Consultants, Inc.
INCREASED
Shares41,823 from 37,530
Change+4,293 (+11%)
Value$1.7M (+$75.1K)
Filed 2026-10-08
MSH Capital Advisors LLC
INCREASED
Shares41,651 from 28,024
Change+13,627 (+49%)
Value$1.7M (+$470.6K)
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
DECREASED
Shares40,991 from 41,188
Change-197 (0%)
Value$1.6M (-$112.9K)
Filed 2026-10-28
Professional Financial Advisors, LLC
INCREASED
Shares40,641 from 38,447
Change+2,194 (+6%)
Value$1.6M (-$10.8K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares39,527 from 38,973
Change+554 (+1%)
Value$1.6M (-$77.3K)
Filed 2026-10-14
Signature Resources Capital Management, LLC
INCREASED
Shares39,494 from 37,721
Change+1,773 (+5%)
Value$1.6M (-$25.7K)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares38,221 from 38,045
Change+176 (+0%)
Value$1.5M (-$90.0K)
Filed 2026-10-21
StrongBox Wealth, LLC
INCREASED
Shares37,106 from 5,996
Change+31,110 (+519%)
Value$1.5M (+$1.2M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares36,426 from 18,159
Change+18,267 (+101%)
Value$1.4M (+$706.7K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares35,620 from 34,081
Change+1,539 (+5%)
Value$1.4M (-$25.7K)
Filed 2026-11-05
Security Financial Services, Inc.
INCREASED
Shares34,634 from 32,987
Change+1,647 (+5%)
Value$1.4M (-$18.6K)
Filed 2026-10-29
Langley Wealth Management, LLC
INCREASED
Shares33,831 from 32,884
Change+947 (+3%)
Value$1.3M (-$46.2K)
Filed 2026-11-04
M.E. Allison & Co., Inc.
INCREASED
Shares33,789 from 32,474
Change+1,315 (+4%)
Value$1.3M (-$30.5K)
Filed 2026-10-09
Weatherly Asset Management L. P.
UNCHANGED
Shares33,609 from 33,609
Change0 (0%)
Value$1.3M (-$85.7K)
Filed 2026-10-20
Kennedy Investment Group, Inc.
INCREASED
Shares32,912 from 28,124
Change+4,788 (+17%)
Value$1.3M (+$118.7K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares32,536 from 25,378
Change+7,158 (+28%)
Value$1.3M (+$220.7K)
Filed 2026-10-30
Advus Financial Partners, LLC
DECREASED
Shares32,235 from 34,181
Change-1,946 (-6%)
Value$1.3M (-$164.6K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
DECREASED
Shares32,037 from 32,768
Change-731 (-2%)
Value$1.3M (-$112.7K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares31,501
Change+31,501
Value$1.3M
Filed 2026-11-03
Vontobel Holding Ltd.
INCREASED
Shares28,700 from 27,700
Change+1,000 (+4%)
Value$1.1M (-$31.1K)
Filed 2026-10-16
Lodestone Wealth Management LLC
DECREASED
Shares28,379 from 28,656
Change-277 (-1%)
Value$1.1M (-$84.1K)
Filed 2026-10-14
Capital Planning LLC
UNCHANGED
Shares27,035 from 27,035
Change0 (0%)
Value$1.1M (-$68.9K)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares26,519 from 20,488
Change+6,031 (+29%)
Value$1.1M (+$187.7K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares26,254 from 57,898
Change-31,644 (-55%)
Value$1.0M (-$1.4M)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares25,454 from 25,321
Change+133 (+1%)
Value$977.4K (-$14.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares25,454 from 25,321
Change+133 (+1%)
Value$977.4K (-$14.1K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares25,427 from 26,824
Change-1,397 (-5%)
Value$1.0M (-$124.0K)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
DECREASED
Shares24,808 from 26,274
Change-1,466 (-6%)
Value$986.8K (-$125.3K)
Filed 2026-11-02
180 Wealth Advisors, LLC
INCREASED
Shares24,454 from 23,641
Change+813 (+3%)
Value$972.8K (-$27.9K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
UNCHANGED
Shares24,429 from 24,429
Change0 (0%)
Value$971.9K (-$62.3K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares24,378 from 22,853
Change+1,525 (+7%)
Value$969.8K (+$2.4K)
Filed 2026-11-04
Financial Planning Navigators Corp
DECREASED
Shares24,311 from 27,143
Change-2,832 (-10%)
Value$967.1K (-$181.9K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares24,245 from 24,021
Change+224 (+1%)
Value$964.5K (-$52.3K)
Filed 2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED
Shares23,603 from 23,603
Change0 (0%)
Value$938.9K (-$60.2K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares23,125 from 34,624
Change-11,499 (-33%)
Value$919.9K (-$545.8K)
Filed 2026-10-23
Certior Financial Group, LLC
INCREASED
Shares22,766 from 22,725
Change+41 (+0%)
Value$905.6K (-$56.3K)
Filed 2026-10-19
Olistico Wealth, LLC
UNCHANGED
Shares22,689 from 22,689
Change0 (0%)
Value$902.6K (-$57.9K)
Filed 2026-10-05
Summit Wealth Group LLC / Co
DECREASED
Shares21,866 from 35,478
Change-13,612 (-38%)
Value$869.8K (-$632.0K)
Filed 2026-10-29
Investment Planning Advisors, Inc.
INCREASED
Shares21,853 from 20,637
Change+1,216 (+6%)
Value$869.3K (-$4.3K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares21,455 from 19,439
Change+2,016 (+10%)
Value$853.5K (+$30.6K)
Filed 2026-11-04
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares21,067 from 21,174
Change-107 (-1%)
Value$838.0K (-$58.3K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares20,998 from 20,856
Change+142 (+1%)
Value$835.3K (-$47.5K)
Filed 2026-10-20
Moors & Cabot, Inc.
DECREASED
Shares20,676 from 20,942
Change-266 (-1%)
Value$822.5K (-$64.0K)
Filed 2026-11-06
Balboa Wealth Partners
INCREASED
Shares19,668 from 17,968
Change+1,700 (+9%)
Value$782.4K (+$21.8K)
Filed 2026-10-20
Howard Capital Management Group, LLC
INCREASED
Shares19,203 from 18,566
Change+637 (+3%)
Value$763.9K (-$22.0K)
Filed 2026-10-16
Center For Asset Management LLC
NEW
Shares17,743
Change+17,743
Value$705.8K
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares17,594 from 17,241
Change+353 (+2%)
Value$699.9K (-$29.9K)
Filed 2026-10-28
Money Concepts Capital Corp
INCREASED
Shares16,961 from 15,241
Change+1,720 (+11%)
Value$674.7K (+$29.6K)
Filed 2026-11-06
Good Harbor Advisors, Inc.
INCREASED
Shares16,694 from 16,563
Change+131 (+1%)
Value$664.1K (-$37.0K)
Filed 2026-10-20
Summit Global Investments
INCREASED
Shares16,686 from 15,865
Change+821 (+5%)
Value$664.0K (-$8.0K)
Filed 2026-10-28
Financial Security Advisor, Inc.
DECREASED
Shares16,073 from 16,101
Change-28 (0%)
Value$639.4K (-$42.2K)
Filed 2026-11-03
Private Client Services, LLC
INCREASED
Shares16,047 from 12,879
Change+3,168 (+25%)
Value$638.4K (+$93.2K)
Filed 2026-10-02
Cornerstone Advisory, LLC
DECREASED
Shares15,678 from 16,275
Change-597 (-4%)
Value$623.7K (-$65.2K)
Filed 2026-11-06
Vicus Capital
INCREASED
Shares15,664 from 11,728
Change+3,936 (+34%)
Value$623.1K (+$126.7K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares15,186 from 13,677
Change+1,509 (+11%)
Value$604.1K (+$25.2K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares14,370 from 14,160
Change+210 (+1%)
Value$571.6K (-$27.8K)
Filed 2026-11-02
Junk Investment Group, LLC
INCREASED
Shares13,910 from 6,016
Change+7,894 (+131%)
Value$553.3K (+$298.7K)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares13,765 from 6,451
Change+7,314 (+113%)
Value$547.6K (+$274.5K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares13,480 from 7,614
Change+5,866 (+77%)
Value$536.2K (+$213.9K)
Filed 2026-10-16
Tortuga Wealth Management, Inc
INCREASED
Shares12,842 from 12,509
Change+333 (+3%)
Value$511.0K (-$18.5K)
Filed 2026-10-27
M Holdings Securities, Inc.
INCREASED
Shares12,583 from 12,544
Change+39 (+0%)
Value$484 (-$34)
Filed 2026-11-03
Brighton Jones LLC
UNCHANGED
Shares12,575 from 12,575
Change0 (0%)
Value$500.2K (-$32.1K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares12,305 from 15,146
Change-2,841 (-19%)
Value$488.5K (-$137.3K)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares12,251 from 12,251
Change0 (0%)
Value$487.3K (-$31.2K)
Filed 2026-10-20
Lantz Financial LLC
INCREASED
Shares12,156 from 10,893
Change+1,263 (+12%)
Value$483.6K (+$22.5K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares11,962 from 11,268
Change+694 (+6%)
Value$475.8K (-$1.1K)
Filed 2026-11-05
GSG Advisors LLC
NEW
Shares11,812
Change+11,812
Value$469.9K
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares11,615 from 11,587
Change+28 (+0%)
Value$462.0K (-$28.4K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares11,336 from 11,336
Change0 (0%)
Value$450.9K (-$28.9K)
Filed 2026-10-21
Advisortrust Partners, LLC
INCREASED
Shares11,306 from 9,764
Change+1,542 (+16%)
Value$449.8K (+$36.5K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,298 from 25,959
Change-14,661 (-56%)
Value$449.5K (-$649.4K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares11,158 from 457
Change+10,701 (+2342%)
Value$443.9K (+$424.5K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares10,849 from 8,108
Change+2,741 (+34%)
Value$431.2K (+$88.0K)
Filed 2026-11-03
MFA Wealth Services
UNCHANGED
Shares10,739 from 10,739
Change0 (0%)
Value$427.2K (-$27.4K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares9,983 from 9,733
Change+250 (+3%)
Value$397.1K (-$14.9K)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares9,971 from 9,968
Change+3 (+0%)
Value$396.7K (-$25.3K)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares9,879 from 9,209
Change+670 (+7%)
Value$393.0K (+$3.2K)
Filed 2026-10-27
Colonial River Investments, LLC
INCREASED
Shares9,852 from 8,379
Change+1,473 (+18%)
Value$391.9K (+$37.2K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED
Shares9,842 from 9,842
Change0 (0%)
Value$391.5K (-$25.1K)
Filed 2026-10-26
Copper Harbor Investment Advisors, LLC
INCREASED
Shares9,810 from 8,833
Change+977 (+11%)
Value$390.3K (+$16.3K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares9,645 from 9,448
Change+197 (+2%)
Value$383.7K (-$16.3K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares9,573 from 9,573
Change0 (0%)
Value$380.8K (-$24.4K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares9,387 from 9,387
Change0 (0%)
Value$373.4K (-$23.9K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares9,366 from 9,335
Change+31 (+0%)
Value$373.0K (-$22.0K)
Filed 2026-10-22
Quadrant Capital Group LLC
UNCHANGED
Shares9,079 from 9,079
Change0 (0%)
Value$353.7K (-$30.6K)
Filed 2026-10-20
Merited Wealth, LLC
DECREASED
Shares8,944 from 20,209
Change-11,265 (-56%)
Value$355.8K (-$499.7K)
Filed 2026-10-13
Focused Alpha, LLC
INCREASED
Shares8,904 from 7,658
Change+1,246 (+16%)
Value$354.2K (+$30.0K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares8,798
Change+8,798
Value$350.0K
Filed 2026-10-21
Realta Investment Advisors
NEW
Shares8,675
Change+8,675
Value$345.1K
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares8,615 from 8,093
Change+522 (+6%)
Value$342.7K (+$128)
Filed 2026-10-23
LexAurum Advisors, LLC
DECREASED
Shares8,548 from 8,684
Change-136 (-2%)
Value$340.0K (-$27.6K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
DECREASED
Shares8,523 from 13,509
Change-4,986 (-37%)
Value$339.0K (-$111.8K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$338.1K (-$21.7K)
Filed 2026-10-26
Tenzing Financial LLC
UNCHANGED
Shares7,729 from 7,729
Change0 (0%)
Value$294.2K (-$27.0K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares7,529 from 7,326
Change+203 (+3%)
Value$299.5K (-$10.6K)
Filed 2026-10-30
Tcfg Investment Advisors, LLC
INCREASED
Shares7,329 from 6,119
Change+1,210 (+20%)
Value$291.5K (+$32.5K)
Filed 2026-10-20
Cora Capital Advisors LLC
DECREASED
Shares7,237 from 7,393
Change-156 (-2%)
Value$287.9K (-$25.1K)
Filed 2026-11-02
Sapient Capital LLC
UNCHANGED
Shares7,010 from 7,010
Change0 (0%)
Value$278.9K (-$17.9K)
Filed 2026-10-08
Harmony Asset Management LLC
UNCHANGED
Shares6,915 from 6,915
Change0 (0%)
Value$275.1K (-$17.6K)
Filed 2026-10-20
HBK Sorce Advisory LLC
UNCHANGED
Shares6,872 from 6,872
Change0 (0%)
Value$250.8K (-$29.6K)
Filed 2026-11-06
Advisor Resource Council
DECREASED
Shares6,800 from 7,265
Change-465 (-6%)
Value$273.3K (-$29.1K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
DECREASED
Shares6,669 from 7,017
Change-348 (-5%)
Value$265.3K (-$31.7K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
DECREASED
Shares6,580 from 6,971
Change-391 (-6%)
Value$261.8K (-$33.3K)
Filed 2026-10-21
Private Advisory Group LLC
NEW
Shares6,303
Change+6,303
Value$250.7K
Filed 2026-11-06
Harpswell Capital Advisors, LLC
DECREASED
Shares6,300 from 7,600
Change-1,300 (-17%)
Value$250.6K (-$71.1K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares6,291 from 5,853
Change+438 (+7%)
Value$250.3K (+$2.5K)
Filed 2026-10-13
Main Line Retirement Advisors, LLC
UNCHANGED
Shares6,229 from 6,229
Change0 (0%)
Value$247.8K (-$15.9K)
Filed 2026-10-14
Modera Wealth Management, LLC
NEW
Shares6,190
Change+6,190
Value$246.2K
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$238.7K (-$15.3K)
Filed 2026-10-21
FinDec Wealth Services, Inc.
DECREASED
Shares5,961 from 6,001
Change-40 (-1%)
Value$237.1K (-$16.9K)
Filed 2026-10-30
Asset One Wealth Management LLC
NEW
Shares5,390
Change+5,390
Value$214.4K
Filed 2026-11-02
Avaii Wealth Management, LLC
UNCHANGED
Shares5,351 from 5,351
Change0 (0%)
Value$213.8K (-$12.7K)
Filed 2026-10-09
Trinity Wealth Management, LLC
DECREASED
Shares5,247 from 9,360
Change-4,113 (-44%)
Value$208.7K (-$187.5K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares4,843 from 3,259
Change+1,584 (+49%)
Value$192.6K (+$54.7K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares4,331 from 986
Change+3,345 (+339%)
Value$172.3K (+$130.5K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares3,533 from 2,121
Change+1,412 (+67%)
Value$140.5K (+$50.8K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares3,178
Change+3,178
Value$126.4K
Filed 2026-10-21
Richardson Capital Management LLC
INCREASED
Shares3,147 from 2,790
Change+357 (+13%)
Value$125.2K (+$7.1K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$111.8K ($0)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares2,537 from 2,537
Change0 (0%)
Value$100.9K (-$6.5K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares2,222 from 737
Change+1,485 (+201%)
Value$88.4K (+$57.2K)
Filed 2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares2,183 from 1,975
Change+208 (+11%)
Value$86.9K (+$3.2K)
Filed 2026-10-14
Essential Investment Partners LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$83.5K (-$5.4K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares1,862 from 1,711
Change+151 (+9%)
Value$74.1K (+$1.7K)
Filed 2026-10-08
Beacon Financial Strategies Corp
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$72.4K (-$4.6K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares1,762 from 1,511
Change+251 (+17%)
Value$70.1K (+$6.1K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares1,648
Change+1,648
Value$65.6K
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares1,405 from 740
Change+665 (+90%)
Value$55.9K (+$24.6K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares1,198 from 1,398
Change-200 (-14%)
Value$48 (-$59.0K)
Filed 2026-10-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$47.0K (-$3.0K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares1,173
Change+1,173
Value$46.7K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$46.1K (-$3.0K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$44.7K (-$2.9K)
Filed 2026-10-16
Key FInancial Inc
INCREASED
Shares939 from 58
Change+881 (+1519%)
Value$37.4K (+$34.9K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$35.6K (-$2.3K)
Filed 2026-10-07
Pflug Koory, LLC
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$29.0K (-$1.9K)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$27.7K (-$1.8K)
Filed 2026-11-06
Salomon & Ludwin, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$27.1K (-$1.0K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$28.4K ($0)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$25.1K (-$1.6K)
Filed 2026-10-07
Spire Wealth Management
INCREASED
Shares613 from 599
Change+14 (+2%)
Value$24.4K (-$971)
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$24.1K (-$1.5K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$21.0K (-$838)
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$17.6K (-$1.1K)
Filed 2026-10-28
Arvest Investments, Inc.
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$17.6K (-$1.1K)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares437 from 256
Change+181 (+71%)
Value$17.4K (+$6.6K)
Filed 2026-11-06
Asset Dedication, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$10.6K (-$677)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares219
Change+219
Value$8.7K
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.0K (-$319)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.3K (-$214)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares60
Change+60
Value$2.4K
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$644 (-$41)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$239 (-$15)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 61,288
Change-61,288 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 17,523
Change-17,523 (-100%)
Value$0 (-$741.7K)
Filed 2026-10-14
Mission Wealth Management, LP
CLOSED
Shares0 from 8,693
Change-8,693 (-100%)
Value$0 (-$368.0K)
Filed 2026-10-15
KPP Advisory Services LLC
CLOSED
Shares0 from 7,741
Change-7,741 (-100%)
Value$0 (-$327.7K)
Filed 2026-10-26
Facet Wealth, Inc.
CLOSED
Shares0 from 7,018
Change-7,018 (-100%)
Value$0 (-$297.1K)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 6,738
Change-6,738 (-100%)
Value$0 (-$285.2K)
Filed 2026-10-22
SFE Investment Counsel
CLOSED
Shares0 from 5,709
Change-5,709 (-100%)
Value$0 (-$241.7K)
Filed 2026-10-29
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 5,201
Change-5,201 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-16
Mission Financial Group, LLC
CLOSED
Shares0 from 4,935
Change-4,935 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-21
Tectonic Advisors LLC
CLOSED
Shares0 from 4,888
Change-4,888 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,506
Change-2,506 (-100%)
Value$0 (-$106.1K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,257
Change-1,257 (-100%)
Value$0 (-$53.2K)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 714
Change-714 (-100%)
Value$0 (-$23.8K)
Filed 2026-11-06
Bokf, NA
CLOSED
Shares0 from 510
Change-510 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-27
Capital Group Private Client Services, Inc.
N/A
Shares— from 24,774,736
Change-24,774,736 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,975,499
Change-14,975,499 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,059,538
Change-13,059,538 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,938,991
Change-12,938,991 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,795,701
Change-10,795,701 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,838,361
Change-8,838,361 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,781,261
Change-8,781,261 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,460,417
Change-6,460,417 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 5,752,864
Change-5,752,864 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,801,489
Change-4,801,489 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,782,747
Change-4,782,747 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,997,091
Change-3,997,091 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,892,017
Change-3,892,017 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,510,585
Change-3,510,585 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,181,653
Change-2,181,653 (-100%)
Value—
&partners
N/A
Shares— from 1,805,738
Change-1,805,738 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,713,417
Change-1,713,417 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,438,602
Change-1,438,602 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,246,791
Change-1,246,791 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,227,797
Change-1,227,797 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,215,633
Change-1,215,633 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,175,063
Change-1,175,063 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,123,024
Change-1,123,024 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 951,959
Change-951,959 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 899,846
Change-899,846 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 824,739
Change-824,739 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 796,605
Change-796,605 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 653,161
Change-653,161 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 651,051
Change-651,051 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 606,746
Change-606,746 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 548,777
Change-548,777 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 485,120
Change-485,120 (-100%)
Value—
Stephens Inc
N/A
Shares— from 479,981
Change-479,981 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 450,582
Change-450,582 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 433,271
Change-433,271 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 414,858
Change-414,858 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 406,399
Change-406,399 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 373,649
Change-373,649 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 368,876
Change-368,876 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 360,000
Change-360,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 348,629
Change-348,629 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 338,681
Change-338,681 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 326,963
Change-326,963 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 315,769
Change-315,769 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 315,195
Change-315,195 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 301,513
Change-301,513 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 298,241
Change-298,241 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 277,104
Change-277,104 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 266,143
Change-266,143 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 263,577
Change-263,577 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 260,704
Change-260,704 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 257,537
Change-257,537 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 248,056
Change-248,056 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 245,013
Change-245,013 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 240,674
Change-240,674 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 232,984
Change-232,984 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 230,171
Change-230,171 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 228,727
Change-228,727 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 217,966
Change-217,966 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 217,803
Change-217,803 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 202,039
Change-202,039 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 190,769
Change-190,769 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 185,514
Change-185,514 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 168,346
Change-168,346 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 161,943
Change-161,943 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 158,961
Change-158,961 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 157,851
Change-157,851 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 144,988
Change-144,988 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 143,812
Change-143,812 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 143,277
Change-143,277 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 128,582
Change-128,582 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 123,449
Change-123,449 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 120,595
Change-120,595 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 117,068
Change-117,068 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 116,079
Change-116,079 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 103,918
Change-103,918 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 103,584
Change-103,584 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 95,132
Change-95,132 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 94,998
Change-94,998 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 91,901
Change-91,901 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 89,753
Change-89,753 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 86,779
Change-86,779 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 82,493
Change-82,493 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 81,806
Change-81,806 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 79,321
Change-79,321 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 79,036
Change-79,036 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 74,468
Change-74,468 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 74,106
Change-74,106 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 72,955
Change-72,955 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 70,563
Change-70,563 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 67,529
Change-67,529 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 63,976
Change-63,976 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 61,527
Change-61,527 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 56,892
Change-56,892 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 54,659
Change-54,659 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 52,582
Change-52,582 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 52,150
Change-52,150 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 52,133
Change-52,133 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 49,601
Change-49,601 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 48,400
Change-48,400 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 47,331
Change-47,331 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 46,872
Change-46,872 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39,507
Change-39,507 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 38,052
Change-38,052 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 37,566
Change-37,566 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,092
Change-37,092 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 35,193
Change-35,193 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 34,708
Change-34,708 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 32,279
Change-32,279 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,916
Change-31,916 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 30,720
Change-30,720 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 28,419
Change-28,419 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 27,779
Change-27,779 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 27,113
Change-27,113 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 26,258
Change-26,258 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 25,047
Change-25,047 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 24,621
Change-24,621 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,565
Change-21,565 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 21,070
Change-21,070 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,821
Change-20,821 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 20,789
Change-20,789 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 19,963
Change-19,963 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 19,152
Change-19,152 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,661
Change-18,661 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 18,521
Change-18,521 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,811
Change-17,811 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 12,731
Change-12,731 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 11,337
Change-11,337 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 10,583
Change-10,583 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 10,506
Change-10,506 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,401
Change-10,401 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 9,731
Change-9,731 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 9,658
Change-9,658 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 9,064
Change-9,064 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,738
Change-8,738 (-100%)
Value—
Capital International Investors
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,138
Change-8,138 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,753
Change-7,753 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,429
Change-7,429 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,561
Change-6,561 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,071
Change-6,071 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,834
Change-5,834 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
CIM, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Motco
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 368
Change-368 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 302
Change-302 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
FMR LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 221
Change-221 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 80
Change-80 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED19,972,71818,115,822+1,856,896+10%$766.8M$794.5M+$27.7M2026-11-06
Commonwealth Equity Services, LLC
INCREASED5,537,1965,512,320+24,876+0%$233.3M$220.3M-$13.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED3,786,3163,532,974+253,342+7%$149.6M$150.6M+$1.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED2,163,6981,995,334+168,364+8%$84.5M$86.1M+$1.6M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED1,693,6341,445,862+247,772+17%$59.3M$66.5M+$7.2M2026-10-13
Financial Council, LLC
INCREASED1,627,9501,580,300+47,650+3%$66.9M$64.8M-$2.1M2026-11-02
Arlington Financial Advisors, LLC
INCREASED1,515,1561,459,504+55,652+4%$61.8M$60.3M-$1.5M2026-10-19
Assetmark, Inc
INCREASED1,386,8711,122,260+264,611+24%$47.5M$55.2M+$7.7M2026-10-21
Valmark Advisers, Inc.
INCREASED1,050,358951,110+99,248+10%$40.3M$41.8M+$1.5M2026-11-06
LVW Advisors, LLC
INCREASED1,020,330955,271+65,059+7%$40.4M$40.6M+$152.1K2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED777,096725,248+51,848+7%$30.7M$30.9M+$219.0K2026-11-03
D.A. Davidson & Co.
DECREASED753,460768,466-15,006-2%$32.5M$30.0M-$2.6M2026-10-28
BIP Wealth, LLC
INCREASED713,902691,401+22,501+3%$29.3M$28.4M-$868.0K2026-10-22
Wealth Science Advisors LLC
INCREASED696,356669,120+27,236+4%$28.3M$27.7M-$622.8K2026-10-09
LifeGoal Investments, LLC
INCREASED583,487536,940+46,547+9%$22.7M$23.2M+$482.5K2026-10-09
Stonebridge Financial Group, LLC
INCREASED507,591458,129+49,462+11%$19.4M$20.2M+$799.3K2026-10-01
Kestra Investment Management, LLC
INCREASED501,104483,526+17,578+4%$20.5M$19.9M-$533.7K2026-11-04
Ergawealth Advisors, Inc.
INCREASED496,834495,244+1,590+0%$21.0M$19.8M-$1.2M2026-10-21
Apollon Wealth Management, LLC
INCREASED492,470479,462+13,008+3%$20.3M$19.6M-$705.2K2026-10-23
MCF Advisors LLC
DECREASED456,868577,700-120,832-21%$24.5M$18.2M-$6.3M2026-10-28
Clarity Wealth Advisors, LLC
INCREASED383,115366,115+17,000+5%$15.5M$15.2M-$257.3K2026-10-21
Souders Financial Advisors
INCREASED380,347367,342+13,005+4%$15.5M$15.1M-$419.4K2026-11-03
BNB Wealth Management, LLC
INCREASED346,714337,545+9,169+3%$14.3M$13.8M-$496.0K2026-10-28
KWB Wealth
DECREASED328,448488,425-159,977-33%$20.7M$13.1M-$7.6M2026-10-16
AA Financial Advisors, LLC
DECREASED278,856284,003-5,147-2%$12.0M$11.1M-$928.9K2026-10-19
NavPoint Financial, Inc.
INCREASED263,759255,731+8,028+3%$10.8M$10.5M-$332.8K2026-10-21
Ridgeline Wealth Planning, LLC
DECREASED263,504263,789-2850%$11.2M$10.5M-$684.0K2026-10-29
Truist Financial Corp
INCREASED256,562220,096+36,466+17%$9.3M$10.2M+$889.4K2026-10-30
CLG LLC
INCREASED254,601126,438+128,163+101%$5.4M$10.1M+$4.8M2026-10-13
Carson Advisory Inc.
INCREASED249,424242,812+6,612+3%$10.3M$9.9M-$356.1K2026-11-06
Confluence Wealth Services, Inc.
INCREASED247,387233,162+14,225+6%$9.9M$9.8M-$28.7K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED245,751237,757+7,994+3%$10.1M$9.8M-$288.3K2026-10-29
Michael Brady & Co., LLC
INCREASED237,150235,612+1,538+1%$10.0M$9.4M-$539.6K2026-10-23
Novem Group
INCREASED236,224233,427+2,797+1%$9.9M$9.4M-$483.9K2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED235,902222,757+13,145+6%$9.4M$9.4M-$45.1K2026-11-02
Cullen T Bankers, Inc.
INCREASED217,551171,161+46,390+27%$7.2M$8.7M+$1.4M2026-10-28
Founders Financial Securities LLC
INCREASED211,347175,235+36,112+21%$7.4M$8.4M+$989.7K2026-10-28
Farther Finance Advisors, LLC
DECREASED198,417224,876-26,459-12%$9.5M$7.9M-$1.6M2026-10-08
Financial Management Network Inc
INCREASED190,193189,799+394+0%$7.4M$7.6M+$173.3K2026-10-09
Boyer Financial Services, Inc.
INCREASED184,411183,101+1,310+1%$7.5M$7.3M-$129.2K2026-10-23
Johnson Bixby & Associates, LLC
DECREASED181,775183,217-1,442-1%$7.8M$7.2M-$524.6K2026-10-14
Balentine LLC
DECREASED180,604181,149-5450%$7.7M$7.2M-$483.6K2026-11-03
Smith Thornton Advisors LLC
INCREASED180,506174,374+6,132+4%$7.0M$7.2M+$212.6K2026-10-16
Merit Financial Group, LLC
INCREASED175,38295,304+80,078+84%$4.0M$7.0M+$2.9M2026-11-06
Koshinski Asset Management, Inc.
INCREASED174,834173,988+846+0%$7.4M$7.0M-$410.0K2026-10-29
Code Waechter LLC
INCREASED174,43473,170+101,264+138%$3.1M$6.9M+$3.8M2026-10-23
Burford Brothers, Inc.
INCREASED164,988164,755+233+0%$7.0M$6.6M-$410.9K2026-10-21
FSM Wealth Advisors, LLC
INCREASED163,761162,286+1,475+1%$6.9M$6.4M-$438.7K2026-10-27
Prospera Financial Services Inc
INCREASED160,432144,885+15,547+11%$6.1M$6.0M-$121.6K2026-11-04
Strategic Blueprint, LLC
INCREASED160,411157,015+3,396+2%$6.6M$6.4M-$265.3K2026-10-22
Davenport & Co LLC
INCREASED151,580133,792+17,788+13%$5.7M$6.0M+$366.4K2026-10-14
James T. Borello RIA
INCREASED147,156143,592+3,564+2%$6.1M$5.9M-$224.4K2026-10-16
Paragon Advisors, LLC
DECREASED145,792165,969-20,177-12%$7.0M$5.8M-$1.2M2026-11-03
J.W. Cole Advisors, Inc.
INCREASED143,420131,392+12,028+9%$5.6M$5.7M+$143.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED136,028109,464+26,564+24%$4.6M$5.4M+$777.6K2026-10-16
Bill Few Associates, Inc.
INCREASED134,867124,058+10,809+9%$5.3M$5.4M+$113.6K2026-10-09
Entruity Wealth, LLC
DECREASED130,226130,547-3210%$5.5M$5.2M-$345.7K2026-11-06
Sagespring Wealth Partners, LLC
INCREASED129,635128,267+1,368+1%$5.4M$5.2M-$272.7K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED128,935123,018+5,917+5%$5.2M$5.1M-$78.3K2026-10-29
Landaas & Co
INCREASED126,03585,120+40,915+48%$3.6M$5.0M+$1.4M2026-10-29
Venture Visionary Partners LLC
INCREASED121,268104,251+17,017+16%$4.4M$4.8M+$411.1K2026-10-07
Catalyst Financial Partners LLC
INCREASED119,527118,002+1,525+1%$5.0M$4.8M-$240.2K2026-11-06
Smallwood Wealth Investment Management, LLC
DECREASED116,475117,463-988-1%$5.0M$4.6M-$338.8K2026-10-30
HBW Advisory Services LLC
INCREASED115,070110,219+4,851+4%$4.7M$4.6M-$88.1K2026-10-15
Sierra Ocean, LLC
NEW113,827—+113,827——$4.5M—2026-11-03
PFG Advisors
DECREASED113,325132,869-19,544-15%$5.6M$4.5M-$1.1M2026-10-16
AlphaCore Capital LLC
DECREASED113,213147,460-34,247-23%$6.2M$4.5M-$1.7M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED112,141105,519+6,622+6%$4.5M$4.5M-$5.6K2026-11-06
A&I Financial Services, LLC
INCREASED112,043103,762+8,281+8%$4.4M$4.5M+$64.8K2026-10-15
Endeavor Private Wealth, Inc.
DECREASED111,635119,037-7,402-6%$5.0M$4.4M-$597.9K2026-11-05
Silvia Mccoll Wealth Management, LLC
INCREASED111,565108,782+2,783+3%$4.6M$4.4M-$166.7K2026-10-07
Sovran Advisors, LLC
INCREASED111,510107,389+4,121+4%$4.2M$4.3M+$114.2K2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED110,703114,471-3,768-3%$4.8M$4.4M-$441.8K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED103,54799,011+4,536+5%$4.2M$4.1M-$72.0K2026-10-23
Trueblood Wealth Management, LLC
INCREASED102,56799,349+3,218+3%$4.2M$4.1M-$125.3K2026-10-23
Jacobi Capital Management LLC
INCREASED97,49064,138+33,352+52%$2.7M$3.9M+$1.2M2026-11-05
Financial Perspectives, Inc
INCREASED96,32290,788+5,534+6%$3.8M$3.8M-$11.4K2026-11-03
Park Avenue Securities LLC
DECREASED95,70096,997-1,297-1%$4.1M$3.8M-$299.0K2026-10-26
Vise Technologies, Inc.
INCREASED94,68888,827+5,861+7%$3.8M$3.8M+$6.6K2026-10-29
Atria Investments, Inc
INCREASED88,62969,793+18,836+27%$3.0M$3.5M+$571.3K2026-10-15
Bank of New York Mellon Corp
INCREASED87,16751,017+36,150+71%$2.2M$3.5M+$1.3M2026-11-05
Aprio Wealth Management, LLC
UNCHANGED86,09286,09200%$3.6M$3.4M-$219.5K2026-10-28
LongView Wealth Management
DECREASED81,85384,928-3,075-4%$3.6M$3.3M-$338.9K2026-10-19
Silverlake Wealth Management LLC
DECREASED80,35081,027-677-1%$3.4M$3.2M-$233.6K2026-10-21
Strategic Family Wealth Counselors, L.L.C.
INCREASED78,65568,082+10,573+16%$2.9M$3.1M+$247.0K2026-10-29
Beacon Financial Advisory LLC
DECREASED75,34375,395-520%$3.2M$3.0M-$194.3K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED72,69267,653+5,039+7%$2.9M$2.9M+$27.9K2026-10-13
Blueprint Investment Partners LLC
INCREASED71,27869,132+2,146+3%$2.9M$2.8M-$90.9K2026-10-28
Oppenheimer & Co Inc
DECREASED71,21693,982-22,766-24%$4.0M$2.8M-$1.1M2026-10-26
Latitude Advisors, LLC
INCREASED70,16551,605+18,560+36%$2.2M$2.8M+$606.7K2026-10-27
Blueprint Financial Advisors LLC
INCREASED69,60168,678+923+1%$2.9M$2.8M-$138.4K2026-10-28
Convergence Financial, LLC
DECREASED67,864132,152-64,288-49%$5.6M$2.7M-$2.9M2026-10-27
Saxony Capital Management, LLC
INCREASED67,09763,294+3,803+6%$2.7M$2.7M-$10.1K2026-10-15
Northwest Financial Advisors
DECREASED63,37764,017-640-1%$2.7M$2.5M-$188.7K2026-10-27
Meridian Wealth Management, LLC
INCREASED58,71358,285+428+1%$2.5M$2.3M-$131.6K2026-11-05
Seamount Financial Group Inc
INCREASED57,72354,317+3,406+6%$2.3M$2.3M-$3.0K2026-10-21
Orba Wealth Advisors, L.L.C.
DECREASED57,08058,120-1,040-2%$2.5M$2.3M-$189.6K2026-10-23
Citigroup Inc
INCREASED56,46133,151+23,310+70%$1.4M$2.2M+$842.7K2026-11-04
First Pacific Financial
NEW55,563—+55,563——$2.2M—2026-10-14
Independent Financial Group, LLC
INCREASED54,46251,860+2,602+5%$2.2M$2.2M-$28.8K2026-10-13
Creative Planning
INCREASED53,81550,580+3,235+6%$2.1M$2.1M-$2912026-11-02
EverSource Wealth Advisors, LLC
INCREASED52,59352,096+497+1%$2.2M$2.1M-$113.1K2026-11-04
RFG Advisory, LLC
INCREASED50,96150,384+577+1%$2.1M$2.0M-$105.5K2026-11-03
Titleist Asset Management, LLC
DECREASED50,24250,588-346-1%$2.1M$2.0M-$142.8K2026-10-08
VestGen Advisors, LLC
DECREASED49,85857,219-7,361-13%$2.4M$2.0M-$438.8K2026-10-27
Mascagni Wealth Management, Inc.
INCREASED48,27645,694+2,582+6%$1.9M$1.9M-$13.8K2026-10-23
Sweeney & Michel, LLC
DECREASED47,87151,741-3,870-7%$2.1M$1.9M-$197.9K2026-10-16
Nations Financial Group Inc,
INCREASED47,72040,618+7,102+17%$1.7M$1.9M+$179.0K2026-11-05
MGO One Seven LLC
INCREASED47,45444,205+3,249+7%$1.9M$1.9M+$16.5K2026-10-28
Lincoln Capital LLC
INCREASED46,42334,590+11,833+34%$1.5M$1.8M+$383.1K2026-10-09
Kachkovsky & Fisher, Inc.
INCREASED43,07842,404+674+2%$1.8M$1.7M-$81.3K2026-10-21
First Heartland Consultants, Inc.
INCREASED41,82337,530+4,293+11%$1.6M$1.7M+$75.1K2026-10-08
MSH Capital Advisors LLC
INCREASED41,65128,024+13,627+49%$1.2M$1.7M+$470.6K2026-11-03
Armstrong, Fleming & Moore, Inc
DECREASED40,99141,188-1970%$1.7M$1.6M-$112.9K2026-10-28
Professional Financial Advisors, LLC
INCREASED40,64138,447+2,194+6%$1.6M$1.6M-$10.8K2026-10-13
Tempus Wealth Planning, LLC
INCREASED39,52738,973+554+1%$1.6M$1.6M-$77.3K2026-10-14
Signature Resources Capital Management, LLC
INCREASED39,49437,721+1,773+5%$1.6M$1.6M-$25.7K2026-10-16
Procyon Advisors, LLC
INCREASED38,22138,045+176+0%$1.6M$1.5M-$90.0K2026-10-21
StrongBox Wealth, LLC
INCREASED37,1065,996+31,110+519%$253.8K$1.5M+$1.2M2026-11-02
Savant Capital, LLC
INCREASED36,42618,159+18,267+101%$742.3K$1.4M+$706.7K2026-11-06
Fifth Third Bancorp
INCREASED35,62034,081+1,539+5%$1.4M$1.4M-$25.7K2026-11-05
Security Financial Services, Inc.
INCREASED34,63432,987+1,647+5%$1.4M$1.4M-$18.6K2026-10-29
Langley Wealth Management, LLC
INCREASED33,83132,884+947+3%$1.4M$1.3M-$46.2K2026-11-04
M.E. Allison & Co., Inc.
INCREASED33,78932,474+1,315+4%$1.4M$1.3M-$30.5K2026-10-09
Weatherly Asset Management L. P.
UNCHANGED33,60933,60900%$1.4M$1.3M-$85.7K2026-10-20
Kennedy Investment Group, Inc.
INCREASED32,91228,124+4,788+17%$1.2M$1.3M+$118.7K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED32,53625,378+7,158+28%$1.1M$1.3M+$220.7K2026-10-30
Advus Financial Partners, LLC
DECREASED32,23534,181-1,946-6%$1.4M$1.3M-$164.6K2026-10-20
Total Clarity Wealth Management, Inc.
DECREASED32,03732,768-731-2%$1.4M$1.3M-$112.7K2026-10-26
Ascentis Independent Advisors
NEW31,501—+31,501——$1.3M—2026-11-03
Vontobel Holding Ltd.
INCREASED28,70027,700+1,000+4%$1.2M$1.1M-$31.1K2026-10-16
Lodestone Wealth Management LLC
DECREASED28,37928,656-277-1%$1.2M$1.1M-$84.1K2026-10-14
Capital Planning LLC
UNCHANGED27,03527,03500%$1.1M$1.1M-$68.9K2026-10-09
Perigon Wealth Management, LLC
INCREASED26,51920,488+6,031+29%$867.3K$1.1M+$187.7K2026-10-22
Sigma Planning Corp
DECREASED26,25457,898-31,644-55%$2.5M$1.0M-$1.4M2026-10-23
Diversify Advisory Services, LLC
INCREASED25,45425,321+133+1%$991.6K$977.4K-$14.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED25,45425,321+133+1%$991.6K$977.4K-$14.1K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED25,42726,824-1,397-5%$1.1M$1.0M-$124.0K2026-10-13
BridgePort Financial Solutions, LLC
DECREASED24,80826,274-1,466-6%$1.1M$986.8K-$125.3K2026-11-02
180 Wealth Advisors, LLC
INCREASED24,45423,641+813+3%$1.0M$972.8K-$27.9K2026-11-03
Uhlmann Price Securities, LLC
UNCHANGED24,42924,42900%$1.0M$971.9K-$62.3K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED24,37822,853+1,525+7%$967.4K$969.8K+$2.4K2026-11-04
Financial Planning Navigators Corp
DECREASED24,31127,143-2,832-10%$1.1M$967.1K-$181.9K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED24,24524,021+224+1%$1.0M$964.5K-$52.3K2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED23,60323,60300%$999.1K$938.9K-$60.2K2026-11-02
HB Wealth Management, LLC
DECREASED23,12534,624-11,499-33%$1.5M$919.9K-$545.8K2026-10-23
Certior Financial Group, LLC
INCREASED22,76622,725+41+0%$962.0K$905.6K-$56.3K2026-10-19
Olistico Wealth, LLC
UNCHANGED22,68922,68900%$960.4K$902.6K-$57.9K2026-10-05
Summit Wealth Group LLC / Co
DECREASED21,86635,478-13,612-38%$1.5M$869.8K-$632.0K2026-10-29
Investment Planning Advisors, Inc.
INCREASED21,85320,637+1,216+6%$873.6K$869.3K-$4.3K2026-10-14
Visionary Wealth Advisors
INCREASED21,45519,439+2,016+10%$822.9K$853.5K+$30.6K2026-11-04
Fearless Solutions, LLC dba Best Invest
DECREASED21,06721,174-107-1%$896.3K$838.0K-$58.3K2026-10-14
Private Trust Co NA
INCREASED20,99820,856+142+1%$882.8K$835.3K-$47.5K2026-10-20
Moors & Cabot, Inc.
DECREASED20,67620,942-266-1%$886.5K$822.5K-$64.0K2026-11-06
Balboa Wealth Partners
INCREASED19,66817,968+1,700+9%$760.6K$782.4K+$21.8K2026-10-20
Howard Capital Management Group, LLC
INCREASED19,20318,566+637+3%$785.9K$763.9K-$22.0K2026-10-16
Center For Asset Management LLC
NEW17,743—+17,743——$705.8K—2026-10-16
Choreo, LLC
INCREASED17,59417,241+353+2%$729.8K$699.9K-$29.9K2026-10-28
Money Concepts Capital Corp
INCREASED16,96115,241+1,720+11%$645.2K$674.7K+$29.6K2026-11-06
Good Harbor Advisors, Inc.
INCREASED16,69416,563+131+1%$701.2K$664.1K-$37.0K2026-10-20
Summit Global Investments
INCREASED16,68615,865+821+5%$672.0K$664.0K-$8.0K2026-10-28
Financial Security Advisor, Inc.
DECREASED16,07316,101-280%$681.6K$639.4K-$42.2K2026-11-03
Private Client Services, LLC
INCREASED16,04712,879+3,168+25%$545.2K$638.4K+$93.2K2026-10-02
Cornerstone Advisory, LLC
DECREASED15,67816,275-597-4%$688.9K$623.7K-$65.2K2026-11-06
Vicus Capital
INCREASED15,66411,728+3,936+34%$496.5K$623.1K+$126.7K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED15,18613,677+1,509+11%$579.0K$604.1K+$25.2K2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED14,37014,160+210+1%$599.4K$571.6K-$27.8K2026-11-02
Junk Investment Group, LLC
INCREASED13,9106,016+7,894+131%$254.7K$553.3K+$298.7K2026-10-19
Principle Wealth Partners LLC
INCREASED13,7656,451+7,314+113%$273.1K$547.6K+$274.5K2026-11-02
IFP Advisors, Inc
INCREASED13,4807,614+5,866+77%$322.3K$536.2K+$213.9K2026-10-16
Tortuga Wealth Management, Inc
INCREASED12,84212,509+333+3%$529.5K$511.0K-$18.5K2026-10-27
M Holdings Securities, Inc.
INCREASED12,58312,544+39+0%$518$484-$342026-11-03
Brighton Jones LLC
UNCHANGED12,57512,57500%$532.3K$500.2K-$32.1K2026-11-03
International Assets Investment Management, LLC
DECREASED12,30515,146-2,841-19%$625.8K$488.5K-$137.3K2026-11-02
Adamsbrown Wealth Consultants LLC
UNCHANGED12,25112,25100%$518.6K$487.3K-$31.2K2026-10-20
Lantz Financial LLC
INCREASED12,15610,893+1,263+12%$461.1K$483.6K+$22.5K2026-10-15
US Bancorp \de\
INCREASED11,96211,268+694+6%$477.0K$475.8K-$1.1K2026-11-05
GSG Advisors LLC
NEW11,812—+11,812——$469.9K—2026-11-03
United Advisor Group, LLC
INCREASED11,61511,587+28+0%$490.5K$462.0K-$28.4K2026-11-03
OpenArc Corporate Advisory, LLC
UNCHANGED11,33611,33600%$479.9K$450.9K-$28.9K2026-10-21
Advisortrust Partners, LLC
INCREASED11,3069,764+1,542+16%$413.3K$449.8K+$36.5K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED11,29825,959-14,661-56%$1.1M$449.5K-$649.4K2026-10-20
Signature Equity Partners, LLC
INCREASED11,158457+10,701+2342%$19.3K$443.9K+$424.5K2026-10-29
StoneX Group Inc.
INCREASED10,8498,108+2,741+34%$343.2K$431.2K+$88.0K2026-11-03
MFA Wealth Services
UNCHANGED10,73910,73900%$454.6K$427.2K-$27.4K2026-10-14
Larson Financial Group LLC
INCREASED9,9839,733+250+3%$412.0K$397.1K-$14.9K2026-11-05
HUB Investment Partners, LLC
INCREASED9,9719,968+3+0%$422.0K$396.7K-$25.3K2026-11-03
Victory Financial Group, LLC
INCREASED9,8799,209+670+7%$389.8K$393.0K+$3.2K2026-10-27
Colonial River Investments, LLC
INCREASED9,8528,379+1,473+18%$354.7K$391.9K+$37.2K2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED9,8429,84200%$416.6K$391.5K-$25.1K2026-10-26
Copper Harbor Investment Advisors, LLC
INCREASED9,8108,833+977+11%$373.9K$390.3K+$16.3K2026-10-16
Daymark Wealth Partners, LLC
INCREASED9,6459,448+197+2%$399.9K$383.7K-$16.3K2026-11-04
Barrett & Company, Inc.
UNCHANGED9,5739,57300%$405.2K$380.8K-$24.4K2026-10-22
Ashton Thomas Private Wealth, LLC
UNCHANGED9,3879,38700%$397.4K$373.4K-$23.9K2026-11-03
Wedbush Securities Inc
INCREASED9,3669,335+31+0%$395.0K$373.0K-$22.0K2026-10-22
Quadrant Capital Group LLC
UNCHANGED9,0799,07900%$384.3K$353.7K-$30.6K2026-10-20
Merited Wealth, LLC
DECREASED8,94420,209-11,265-56%$855.4K$355.8K-$499.7K2026-10-13
Focused Alpha, LLC
INCREASED8,9047,658+1,246+16%$324.2K$354.2K+$30.0K2026-10-20
Fifth Third Securities, Inc.
NEW8,798—+8,798——$350.0K—2026-10-21
Realta Investment Advisors
NEW8,675—+8,675——$345.1K—2026-10-14
Simplicity Wealth,LLC
INCREASED8,6158,093+522+6%$342.6K$342.7K+$1282026-10-23
LexAurum Advisors, LLC
DECREASED8,5488,684-136-2%$367.6K$340.0K-$27.6K2026-10-19
SAX Wealth Advisors, LLC
DECREASED8,52313,509-4,986-37%$450.8K$339.0K-$111.8K2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED8,5008,50000%$359.8K$338.1K-$21.7K2026-10-26
Tenzing Financial LLC
UNCHANGED7,7297,72900%$321.2K$294.2K-$27.0K2026-11-03
Ascent Group, LLC
INCREASED7,5297,326+203+3%$310.1K$299.5K-$10.6K2026-10-30
Tcfg Investment Advisors, LLC
INCREASED7,3296,119+1,210+20%$259.0K$291.5K+$32.5K2026-10-20
Cora Capital Advisors LLC
DECREASED7,2377,393-156-2%$312.9K$287.9K-$25.1K2026-11-02
Sapient Capital LLC
UNCHANGED7,0107,01000%$296.8K$278.9K-$17.9K2026-10-08
Harmony Asset Management LLC
UNCHANGED6,9156,91500%$292.7K$275.1K-$17.6K2026-10-20
HBK Sorce Advisory LLC
UNCHANGED6,8726,87200%$280.4K$250.8K-$29.6K2026-11-06
Advisor Resource Council
DECREASED6,8007,265-465-6%$302.4K$273.3K-$29.1K2026-11-05
Worth Financial Advisory Group, LLC
DECREASED6,6697,017-348-5%$297.0K$265.3K-$31.7K2026-10-19
Wealthcare Advisory Partners LLC
DECREASED6,5806,971-391-6%$295.1K$261.8K-$33.3K2026-10-21
Private Advisory Group LLC
NEW6,303—+6,303——$250.7K—2026-11-06
Harpswell Capital Advisors, LLC
DECREASED6,3007,600-1,300-17%$321.7K$250.6K-$71.1K2026-10-09
Forvis Mazars Wealth Advisors, LLC
INCREASED6,2915,853+438+7%$247.8K$250.3K+$2.5K2026-10-13
Main Line Retirement Advisors, LLC
UNCHANGED6,2296,22900%$263.7K$247.8K-$15.9K2026-10-14
Modera Wealth Management, LLC
NEW6,190—+6,190——$246.2K—2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED6,0006,00000%$254.0K$238.7K-$15.3K2026-10-21
FinDec Wealth Services, Inc.
DECREASED5,9616,001-40-1%$254.0K$237.1K-$16.9K2026-10-30
Asset One Wealth Management LLC
NEW5,390—+5,390——$214.4K—2026-11-02
Avaii Wealth Management, LLC
UNCHANGED5,3515,35100%$226.5K$213.8K-$12.7K2026-10-09
Trinity Wealth Management, LLC
DECREASED5,2479,360-4,113-44%$396.2K$208.7K-$187.5K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED4,8433,259+1,584+49%$137.9K$192.6K+$54.7K2026-11-05
Cape Investment Advisory, Inc.
INCREASED4,331986+3,345+339%$41.7K$172.3K+$130.5K2026-10-13
Creative Financial Designs Inc
INCREASED3,5332,121+1,412+67%$89.8K$140.5K+$50.8K2026-11-04
Root Financial Partners, LLC
NEW3,178—+3,178——$126.4K—2026-10-21
Richardson Capital Management LLC
INCREASED3,1472,790+357+13%$118.1K$125.2K+$7.1K2026-10-23
Allworth Financial LP
UNCHANGED2,6402,64000%$111.8K$111.8K$02026-11-06
Mather Group, Llc.
UNCHANGED2,5372,53700%$107.4K$100.9K-$6.5K2026-10-14
Gamma Investing LLC
INCREASED2,222737+1,485+201%$31.2K$88.4K+$57.2K2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED2,1831,975+208+11%$83.7K$86.9K+$3.2K2026-10-14
Essential Investment Partners LLC
UNCHANGED2,1002,10000%$88.9K$83.5K-$5.4K2026-10-27
CoreCap Advisors, LLC
INCREASED1,8621,711+151+9%$72.4K$74.1K+$1.7K2026-10-08
Beacon Financial Strategies Corp
UNCHANGED1,8201,82000%$77.0K$72.4K-$4.6K2026-10-14
Rossby Financial, LCC
INCREASED1,7621,511+251+17%$64.0K$70.1K+$6.1K2026-11-05
UMB Private Wealth Management, LLC
NEW1,648—+1,648——$65.6K—2026-10-19
Lanark Financial, Inc.
INCREASED1,405740+665+90%$31.3K$55.9K+$24.6K2026-10-26
CX Institutional
DECREASED1,1981,398-200-14%$59.0K$48-$59.0K2026-10-02
Flagship Wealth Advisors, LLC
UNCHANGED1,1821,18200%$50.0K$47.0K-$3.0K2026-11-03
Provenance Wealth Advisors, LLC
NEW1,173—+1,173——$46.7K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,1581,15800%$49.0K$46.1K-$3.0K2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED1,1231,12300%$47.5K$44.7K-$2.9K2026-10-16
Key FInancial Inc
INCREASED93958+881+1519%$2.5K$37.4K+$34.9K2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED89489400%$37.8K$35.6K-$2.3K2026-10-07
Pflug Koory, LLC
UNCHANGED72972900%$30.9K$29.0K-$1.9K2026-10-26
Clearstead Advisors, LLC
UNCHANGED69669600%$29.5K$27.7K-$1.8K2026-11-06
Salomon & Ludwin, LLC
UNCHANGED68068000%$28.1K$27.1K-$1.0K2026-10-29
Bayban
UNCHANGED67067000%$28.4K$28.4K$02026-11-05
American National Bank & Trust
UNCHANGED63063000%$26.7K$25.1K-$1.6K2026-10-07
Spire Wealth Management
INCREASED613599+14+2%$25.4K$24.4K-$9712026-10-30
Indiana Trust & Investment Management Co
UNCHANGED60560500%$25.6K$24.1K-$1.5K2026-10-22
TD Waterhouse Canada Inc.
UNCHANGED52952900%$21.9K$21.0K-$8382026-10-16
Evolution Wealth Management Inc.
UNCHANGED44344300%$18.8K$17.6K-$1.1K2026-10-28
Arvest Investments, Inc.
UNCHANGED44244200%$18.7K$17.6K-$1.1K2026-10-21
Russell Investments Group, Ltd.
INCREASED437256+181+71%$10.8K$17.4K+$6.6K2026-11-06
Asset Dedication, LLC
UNCHANGED26626600%$11.2K$10.6K-$6772026-11-03
Nova Financial LLC
NEW219—+219——$8.7K—2026-11-04
Central Trust Co
UNCHANGED12512500%$5.3K$5.0K-$3192026-11-05
Signaturefd, LLC
UNCHANGED848400%$3.6K$3.3K-$2142026-10-23
IFS Advisors, LLC
NEW60—+60——$2.4K—2026-10-14
Golden State Wealth Management, LLC
UNCHANGED161600%$685$644-$412026-11-02
Archer Investment Corp
UNCHANGED6600%$254$239-$152026-11-05
Axxcess Wealth Management, LLC
CLOSED061,288-61,288-100%$2.6M$0-$2.6M2026-10-21
KMG Fiduciary Partners, LLC
CLOSED017,523-17,523-100%$741.7K$0-$741.7K2026-10-14
Mission Wealth Management, LP
CLOSED08,693-8,693-100%$368.0K$0-$368.0K2026-10-15
KPP Advisory Services LLC
CLOSED07,741-7,741-100%$327.7K$0-$327.7K2026-10-26
Facet Wealth, Inc.
CLOSED07,018-7,018-100%$297.1K$0-$297.1K2026-11-04
Symphony Financial, Ltd. Co.
CLOSED06,738-6,738-100%$285.2K$0-$285.2K2026-10-22
SFE Investment Counsel
CLOSED05,709-5,709-100%$241.7K$0-$241.7K2026-10-29
Cravens & Co Advisors, LLC
CLOSED05,201-5,201-100%$220.2K$0-$220.2K2026-10-16
Mission Financial Group, LLC
CLOSED04,935-4,935-100%$208.9K$0-$208.9K2026-10-21
Tectonic Advisors LLC
CLOSED04,888-4,888-100%$206.9K$0-$206.9K2026-10-22
AdvisorNet Financial, Inc
CLOSED02,506-2,506-100%$106.1K$0-$106.1K2026-10-15
PNC Financial Services Group, Inc.
CLOSED01,257-1,257-100%$53.2K$0-$53.2K2026-11-06
Wellington Grp LLC
CLOSED0714-714-100%$23.8K$0-$23.8K2026-11-06
Bokf, NA
CLOSED0510-510-100%$21.6K$0-$21.6K2026-10-27
Capital Group Private Client Services, Inc.
N/A—24,774,736-24,774,736-100%$1.0B———
Raymond James Financial Inc
N/A—14,975,499-14,975,499-100%$633.9M———
Morgan Stanley
N/A—13,059,538-13,059,538-100%$552.8M———
Envestnet Asset Management Inc
N/A—12,938,991-12,938,991-100%$547.7M———
Northwestern Mutual Wealth Management Co
N/A—10,795,701-10,795,701-100%$457.0M———
Cetera Investment Advisers
N/A—8,838,361-8,838,361-100%$374.1M———
Wells Fargo & Company
N/A—8,781,261-8,781,261-100%$371.7M———
Jones Financial Companies Lllp
N/A—6,460,417-6,460,417-100%$266.1M———
Forge Financial Services LLC
N/A—5,752,864-5,752,864-100%$243.5M———
UBS Group AG
N/A—4,801,489-4,801,489-100%$203.2M———
Osaic Holdings, Inc.
N/A—4,782,747-4,782,747-100%$202.5M———
Royal Bank of Canada
N/A—3,997,091-3,997,091-100%$169.2M———
Bank of America Corp
N/A—3,892,017-3,892,017-100%$164.7M———
MML Investors Services, LLC
N/A—3,510,585-3,510,585-100%$148.6M———
SEI Investments Co
N/A—2,181,653-2,181,653-100%$92.3M———
&partners
N/A—1,805,738-1,805,738-100%$76.5M———
NewEdge Advisors, LLC
N/A—1,713,417-1,713,417-100%$72.5M———
Baird Financial Group, Inc.
N/A—1,438,602-1,438,602-100%$60.9M———
Stifel Financial Corp
N/A—1,246,791-1,246,791-100%$52.8M———
Focus Partners Wealth
N/A—1,227,797-1,227,797-100%$52.0M———
Janney Montgomery Scott LLC
N/A—1,215,633-1,215,633-100%$51.5M———
Benjamin Edwards Inc
N/A—1,175,063-1,175,063-100%$49.7M———
Susquehanna International Group, LLP
N/A—1,123,024-1,123,024-100%$47.5M———
Captrust Financial Advisors
N/A—951,959-951,959-100%$40.3M———
ST Germain D J Co Inc
N/A—899,846-899,846-100%$38.1M———
JPMorgan Chase & Co
N/A—824,739-824,739-100%$34.5M———
Private Advisor Group, LLC
N/A—796,605-796,605-100%$33.7M———
Reliant Wealth Planning
N/A—653,161-653,161-100%$27.6M———
Beacon Pointe Advisors, LLC
N/A—651,051-651,051-100%$27.6M———
Bleakley Financial Group, LLC
N/A—606,746-606,746-100%$25.7M———
HighTower Advisors, LLC
N/A—548,777-548,777-100%$23.2M———
Harbour Investments, Inc.
N/A—485,120-485,120-100%$20.5M———
Stephens Inc
N/A—479,981-479,981-100%$20.3M———
Natixis Advisors, LLC
N/A—450,582-450,582-100%$19.1M———
Integrated Wealth Concepts LLC
N/A—433,271-433,271-100%$18.3M———
Frazier Financial Advisors, LLC
N/A—414,858-414,858-100%$17.6M———
Rothschild Investment LLC
N/A—406,399-406,399-100%$17.2M———
Vestmark Advisory Solutions, Inc.
N/A—373,649-373,649-100%$15.8M———
Compton Financial Group, LLC
N/A—368,876-368,876-100%$15.6M———
Jane Street Group, LLC
N/A—360,000-360,000-100%$15.2M———
Principal Securities, Inc.
N/A—348,629-348,629-100%$14.8M———
Silver OAK Securities, Incorporated
N/A—338,681-338,681-100%$14.3M———
MAI Capital Management
N/A—326,963-326,963-100%$13.8M———
Steward Partners Investment Advisory, LLC
N/A—315,769-315,769-100%$13.4M———
Equitable Holdings, Inc.
N/A—315,195-315,195-100%$13.3M———
HighPoint Advisor Group LLC
N/A—301,513-301,513-100%$12.8M———
Capital Analysts, LLC
N/A—298,241-298,241-100%$12.6M———
Belpointe Asset Management LLC
N/A—277,104-277,104-100%$11.7M———
Ruggaard & Associates LLC
N/A—266,143-266,143-100%$11.3M———
Main Street Financial Solutions, LLC
N/A—263,577-263,577-100%$11.2M———
Marshall Wace, LLP
N/A—260,704-260,704-100%$11.0M———
Cary Street Partners Financial LLC
N/A—257,537-257,537-100%$10.9M———
Arax Advisory Partners
N/A—248,056-248,056-100%$10.5M———
Mutual Advisors, LLC
N/A—245,013-245,013-100%$10.4M———
Smartleaf Asset Management LLC
N/A—240,674-240,674-100%$10.1M———
Peapack Gladstone Financial Corp
N/A—232,984-232,984-100%$9.9M———
Kera Capital Partners, Inc.
N/A—230,171-230,171-100%$9.7M———
Citadel Advisors LLC
N/A—228,727-228,727-100%$9.7M———
Ameritas Advisory Services, LLC
N/A—217,966-217,966-100%$9.2M———
OneAscent Financial Services LLC
N/A—217,803-217,803-100%$9.2M———
Blom & Howell Financial Planning, Inc.
N/A—202,039-202,039-100%$8.6M———
Orion Porfolio Solutions, LLC
N/A—190,769-190,769-100%$8.1M———
Smith, Moore & Co.
N/A—185,514-185,514-100%$7.9M———
Perennial Investment Advisors, LLC
N/A—168,346-168,346-100%$7.1M———
Gateway Wealth Partners, LLC
N/A—161,943-161,943-100%$6.9M———
Hopwood Nicholas Hunter
N/A—158,961-158,961-100%$6.7M———
Envestnet Portfolio Solutions, Inc.
N/A—157,851-157,851-100%$6.7M———
Geneos Wealth Management Inc.
N/A—144,988-144,988-100%$6.1M———
RPg Family Wealth Advisory, LLC
N/A—143,812-143,812-100%$6.1M———
Rockefeller Capital Management L.P.
N/A—143,277-143,277-100%$6.1M———
WNY Asset Management, LLC
N/A—128,582-128,582-100%$5.4M———
EQ Wealth Advisors, LLC
N/A—123,449-123,449-100%$5.2M———
Cvfg LLC
N/A—120,595-120,595-100%$5.1M———
Mariner, LLC
N/A—117,068-117,068-100%$5.0M———
O'shaughnessy Asset Management, LLC
N/A—116,079-116,079-100%$4.9M———
Stratos Wealth Partners, Ltd.
N/A—103,918-103,918-100%$4.4M———
West Michigan Advisors, LLC
N/A—103,584-103,584-100%$4.4M———
Brown Advisory Inc
N/A—95,132-95,132-100%$4.0M———
Kingsview Wealth Management, LLC
N/A—94,998-94,998-100%$4.0M———
Great Valley Advisor Group, Inc.
N/A—91,901-91,901-100%$3.9M———
Goldman Sachs Group Inc
N/A—89,753-89,753-100%$3.8M———
World Investment Advisors
N/A—86,779-86,779-100%$3.2M———
Tradition Wealth Management, LLC
N/A—82,493-82,493-100%$3.5M———
Greykasell Wealth Strategies, Inc.
N/A—81,806-81,806-100%$3.5M———
Brown Brothers Harriman & Co
N/A—79,321-79,321-100%$3.4M———
Arkadios Wealth Advisors
N/A—79,036-79,036-100%$3.3M———
Forum Finance Group S.A.
N/A—74,468-74,468-100%$2.5K———
Summit Financial, LLC
N/A—74,106-74,106-100%$3.1M———
Thoroughbred Financial Services, LLC
N/A—72,955-72,955-100%$3.0K———
IFG Advisory, LLC
N/A—70,563-70,563-100%$3.0M———
UBS Asset Management Americas LLC
N/A—67,529-67,529-100%$2.9M———
Evergreen Wealth Partners LLC
N/A—63,976-63,976-100%$2.7M———
Rather & Kittrell, Inc.
N/A—61,527-61,527-100%$2.6M———
Kintra Wealth, LLC
N/A—56,892-56,892-100%$2.3M———
EP Wealth Advisors, LLC
N/A—54,659-54,659-100%$2.3M———
Modern Wealth Management, LLC
N/A—52,582-52,582-100%$2.2M———
Advance Capital Management, Inc.
N/A—52,150-52,150-100%$2.2M———
44 Wealth Management LLC
N/A—52,133-52,133-100%$2.2M———
Daybright Advisory Services, Inc.
N/A—49,601-49,601-100%$2.0M———
BlackRock, Inc.
N/A—48,400-48,400-100%$2.0M———
Sittner & Nelson, LLC
N/A—47,331-47,331-100%$2.0M———
Calton & Associates, Inc.
N/A—46,872-46,872-100%$2.0M———
Global Retirement Partners, LLC
N/A—39,507-39,507-100%$1.7M———
Stonebridge Financial Group, LLC / MO
N/A—38,052-38,052-100%$1.6M———
Western Wealth Management, LLC
N/A—37,566-37,566-100%$1.6M———
Sanctuary Advisors, LLC
N/A—37,092-37,092-100%$1.6M———
Cerity Partners LLC
N/A—35,193-35,193-100%$1.5M———
Legacy Capital Wealth Management, LLC
N/A—34,708-34,708-100%$1.5M———
Capital Investment Management, Inc.
N/A—32,279-32,279-100%$1.4M———
IHT Wealth Management, LLC
N/A—31,916-31,916-100%$1.4M———
Advyzon Investment Management, LLC
N/A—30,720-30,720-100%$1.3M———
Transamerica Financial Advisors, LLC
N/A—28,419-28,419-100%$1.2M———
BFC Planning, Inc.
N/A—27,779-27,779-100%$1.2M———
Vantus Wealth LLC
N/A—27,113-27,113-100%$1.1M———
Renaissance Technologies LLC
N/A—26,258-26,258-100%$1.1M———
American Financial Advisors, LLC
N/A—25,047-25,047-100%$1.1M———
Ameriprise Financial Inc
N/A—24,621-24,621-100%$1.0M———
AQR Capital Management LLC
N/A—21,565-21,565-100%$912.8K———
Waverly Advisors, LLC
N/A—21,070-21,070-100%$891.9K———
OneDigital Investment Advisors LLC
N/A—20,821-20,821-100%$881.3K———
Tudor Investment Corp ET AL
N/A—20,789-20,789-100%$880.0K———
Tudor Financial Inc.
N/A—19,963-19,963-100%$845.0K———
Regal Investment Advisors LLC
N/A—19,800-19,800-100%$838.1K———
GWN Securities Inc.
N/A—19,152-19,152-100%$810.7K———
Mercer Global Advisors Inc
N/A—18,661-18,661-100%$789.9K———
Stratos Wealth Advisors, LLC
N/A—18,521-18,521-100%$784.0K———
CreativeOne Wealth, LLC
N/A—17,811-17,811-100%$753.9K———
Mayflower Financial Advisors, LLC
N/A—13,910-13,910-100%$588.8K———
Synergy Investment Management, LLC
N/A—13,525-13,525-100%$572.5K———
Quantinno Capital Management LP
N/A—13,311-13,311-100%$563.5K———
McNamara Financial Services, Inc.
N/A—12,731-12,731-100%$538.9K———
Waterloo Capital, L.P.
N/A—11,337-11,337-100%$479.9K———
Troutman Wealth Management, LLC
N/A—11,089-11,089-100%$469.4K———
Octavia Wealth Advisors, LLC
N/A—10,583-10,583-100%$448.0K———
Aspen Capital Management, LLC
N/A—10,506-10,506-100%$444.7K———
CIBC World Market Inc.
N/A—10,401-10,401-100%$440.3K———
Vigil Wealth Management, LLC
N/A—9,731-9,731-100%$411.9K———
Meeder Advisory Services, Inc.
N/A—9,658-9,658-100%$408.8K———
Presper Financial Architects, LLC
N/A—9,064-9,064-100%$383.7K———
Ausdal Financial Partners, Inc.
N/A—8,738-8,738-100%$369.9K———
Capital International Investors
N/A—8,681-8,681-100%$367.5K———
Aspire Growth Partners LLC
N/A—8,586-8,586-100%$363.5K———
Insigneo Advisory Services, LLC
N/A—8,467-8,467-100%$358.4K———
Sequoia Financial Advisors, LLC
N/A—8,300-8,300-100%$351.3K———
Essex Financial Services, Inc.
N/A—8,138-8,138-100%$344.5K———
Nvest Financial, LLC
N/A—8,115-8,115-100%$343.5K———
Transcend Capital Advisors, LLC
N/A—7,980-7,980-100%$337.8K———
XTX Topco Ltd
N/A—7,949-7,949-100%$336.5K———
Clark Capital Management Group, Inc.
N/A—7,937-7,937-100%$336.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,753-7,753-100%$328.2K———
Savvy Advisors, Inc.
N/A—7,589-7,589-100%$321.2K———
Cozad Asset Management Inc
N/A—7,525-7,525-100%$318.5K———
Berger Financial Group, Inc
N/A—7,429-7,429-100%$314.5K———
Duncan Williams Asset Management, LLC
N/A—7,144-7,144-100%$302.4K———
Vertex Planning Partners, LLC
N/A—6,874-6,874-100%$291.0K———
CIBC Bancorp USA Inc.
N/A—6,805-6,805-100%$288.1K———
Founders Financial Alliance, LLC
N/A—6,700-6,700-100%$283.6K———
Snowden Capital Advisors LLC
N/A—6,561-6,561-100%$277.7K———
Huntington National Bank
N/A—6,383-6,383-100%$270.2K———
Summit Trail Advisors, LLC
N/A—6,075-6,075-100%$257.2K———
Per Stirling Capital Management, Llc.
N/A—6,071-6,071-100%$257.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—5,841-5,841-100%$247.3K———
VestGen Investment Management
N/A—5,834-5,834-100%$247.0K———
Callan Family Office, LLC
N/A—5,677-5,677-100%$240.3K———
GeoWealth Management, LLC
N/A—5,583-5,583-100%$236.3K———
Kovack Advisors, Inc.
N/A—5,468-5,468-100%$226.8K———
Heritage Trust Co
N/A—5,196-5,196-100%$219.9K———
Rehmann Capital Advisory Group
N/A—5,154-5,154-100%$218.2K———
Faithward Advisors, LLC
N/A—5,075-5,075-100%$214.8K———
CIM, LLC
N/A—4,877-4,877-100%$206.4K———
QRG Capital Management, Inc.
N/A—4,834-4,834-100%$204.6K———
Centaurus Financial, Inc.
N/A—3,251-3,251-100%$138.0K———
Continuum Advisory, LLC
N/A—3,100-3,100-100%$131.2K———
Motco
N/A—2,666-2,666-100%$112.9K———
Colonial Trust Co / SC
N/A—2,046-2,046-100%$85.6K———
Bartlett & Co. Wealth Management LLC
N/A—2,009-2,009-100%$85.0K———
Medallion Wealth Advisors, LLC
N/A—1,833-1,833-100%$77.6K———
Ameriflex Group, Inc.
N/A—1,779-1,779-100%$75.3K———
Innovative Asset Advisors Group, LLC
N/A—1,749-1,749-100%$74.0K———
TD Capital Management LLC
N/A—1,387-1,387-100%$58.7K———
Mcguire Capital Advisors Inc
N/A—1,372-1,372-100%$58.1K———
Miller Capital Partners, Inc.
N/A—1,184-1,184-100%$50.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,152-1,152-100%$48.8K———
Leo H. Evart, Inc.
N/A—831-831-100%$35.2K———
Fiduciary Financial Advisors
N/A—368-368-100%$15.6K———
Vision Retirement, LLC
N/A—357-357-100%$15.1K———
Strategic Wealth Partners, Ltd.
N/A—335-335-100%$14.2K———
Vanguard Advisers Inc
N/A—302-302-100%$12.8K———
Harborfront Financial Group LLC
N/A—300-300-100%$12.7K———
FMR LLC
N/A—294-294-100%$12.4K———
Ancora Advisors LLCA
N/A—221-221-100%$9.4K———
Strategic Investment Solutions, Inc.
N/A—147-147-100%$6.2K———
Dunhill Financial, LLC
N/A—117-117-100%$5.0K———
MidFirst Bank
N/A—80-80-100%$3.4K———
Bogart Wealth, LLC
N/A—65-65-100%$2.8K———
Tower Research Capital LLC (TRC)
N/A—3-3-100%$127———
Showing 474 of 474 institutions