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Defiance Quantum ETF (QTUM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,353,427 from 1,383,031
Change-29,604 (-2%)
Value$205.2M (-$23.5M)
Filed 2026-11-06
Parkway Wealth Management Group, LLC
DECREASED
Shares295,499 from 303,631
Change-8,132 (-3%)
Value$44.8M (-$5.4M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares281,763 from 227,603
Change+54,160 (+24%)
Value$42.7M (+$5.1M)
Filed 2026-10-21
Daiwa Securities Group Inc.
DECREASED
Shares176,000 from 181,000
Change-5,000 (-3%)
Value$26.7M (-$3.2M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares147,900 from 144,655
Change+3,245 (+2%)
Value$22.4M (-$1.5M)
Filed 2026-11-02
Gradient Investments LLC
DECREASED
Shares129,802 from 165,141
Change-35,339 (-21%)
Value$19.7M (-$7.6M)
Filed 2026-10-08
Madrona Financial Services, LLC
DECREASED
Shares128,341 from 138,178
Change-9,837 (-7%)
Value$19.5M (-$3.4M)
Filed 2026-10-23
Hengehold Capital Management LLC
INCREASED
Shares116,297 from 113,113
Change+3,184 (+3%)
Value$17.6M (-$1.1M)
Filed 2026-10-16
BFI Infinity Ltd.
INCREASED
Shares111,206 from 108,943
Change+2,263 (+2%)
Value$16.9M (-$1.2M)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
INCREASED
Shares106,886 from 106,301
Change+585 (+1%)
Value$14.8M (-$1.3M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares85,643 from 87,289
Change-1,646 (-2%)
Value$13.0M (-$1.5M)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares71,928 from 71,548
Change+380 (+1%)
Value$10.9M (+$920.5K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares67,670 from 65,392
Change+2,278 (+3%)
Value$10.3M (-$554.4K)
Filed 2026-10-26
Foguth Wealth Management, Llc.
DECREASED
Shares60,555 from 81,662
Change-21,107 (-26%)
Value$8.3M (-$3.2M)
Filed 2026-10-19
Paller Financial Services Inc
INCREASED
Shares55,573 from 54,561
Change+1,012 (+2%)
Value$8.4M (-$597.4K)
Filed 2026-10-13
Ocean Park Asset Management, LLC
NEW
Shares53,960
Change+53,960
Value$8.2M
Filed 2026-10-21
VVR Holdings LLC
INCREASED
Shares48,586 from 47,182
Change+1,404 (+3%)
Value$7.4M (-$436.3K)
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares45,965 from 47,024
Change-1,059 (-2%)
Value$7.0M (-$807.4K)
Filed 2026-10-23
Buska Wealth Management, LLC
INCREASED
Shares43,893 from 36,863
Change+7,030 (+19%)
Value$6.7M (+$558.6K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares39,259 from 31,465
Change+7,794 (+25%)
Value$6.0M (+$748.7K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
NEW
Shares37,110
Change+37,110
Value$5.6M
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares36,096 from 36,070
Change+26 (+0%)
Value$5.5M (-$492.3K)
Filed 2026-10-13
Novem Group
INCREASED
Shares34,738 from 33,808
Change+930 (+3%)
Value$5.3M (-$324.3K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares33,103 from 31,878
Change+1,225 (+4%)
Value$5.0M (-$253.0K)
Filed 2026-10-21
GenTrust, LLC
INCREASED
Shares32,613 from 2,588
Change+30,025 (+1160%)
Value$4.9M (+$4.5M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares32,231 from 17,555
Change+14,676 (+84%)
Value$4.9M (+$2.0M)
Filed 2026-10-16
Sage Capital Management, LLC
DECREASED
Shares31,621 from 31,894
Change-273 (-1%)
Value$4.8M (-$480.3K)
Filed 2026-10-20
Procyon Advisors, LLC
DECREASED
Shares29,568 from 34,449
Change-4,881 (-14%)
Value$4.5M (-$1.2M)
Filed 2026-10-21
Focus Wealth Advisors, LLC
DECREASED
Shares28,653 from 28,970
Change-317 (-1%)
Value$4.3M (-$446.7K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares28,102 from 26,690
Change+1,412 (+5%)
Value$4.3M (-$153.2K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares26,996 from 16,976
Change+10,020 (+59%)
Value$4.1M (+$1.3M)
Filed 2026-10-26
Paragon Private Wealth Management, LLC
INCREASED
Shares26,677 from 22,661
Change+4,016 (+18%)
Value$4.0M (+$297.2K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares26,641 from 8,238
Change+18,403 (+223%)
Value$4.0M (+$2.7M)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares26,218 from 22,763
Change+3,455 (+15%)
Value$4.0M (+$210.7K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares23,457 from 18,667
Change+4,790 (+26%)
Value$3.6M (+$472.9K)
Filed 2026-10-08
Financial Freedom, LLC
INCREASED
Shares22,894 from 22,745
Change+149 (+1%)
Value$3.5M (-$290.4K)
Filed 2026-11-06
Southern Capital Services Inc
INCREASED
Shares21,969 from 20,220
Change+1,749 (+9%)
Value$3.3M (-$13.0K)
Filed 2026-10-19
Fortis Group Advisors, LLC
DECREASED
Shares21,085 from 28,365
Change-7,280 (-26%)
Value$2.8M (-$1.9M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares20,886 from 6,605
Change+14,281 (+216%)
Value$3.2M (+$2.1M)
Filed 2026-11-06
Cathy Pareto & Associates, Inc
INCREASED
Shares20,815 from 19,983
Change+832 (+4%)
Value$3.2M (-$148.4K)
Filed 2026-10-15
Great Diamond Partners, LLC
INCREASED
Shares19,573 from 18,902
Change+671 (+4%)
Value$3.0M (-$158.4K)
Filed 2026-10-13
MY Wealth Management Inc.
INCREASED
Shares19,495 from 8,536
Change+10,959 (+128%)
Value$3.0M (+$1.5M)
Filed 2026-10-21
National Wealth Management Group, LLC
INCREASED
Shares19,047 from 17,297
Change+1,750 (+10%)
Value$2.9M (+$27.3K)
Filed 2026-10-26
Kraematon Investment Advisors, Inc
INCREASED
Shares18,675 from 18,644
Change+31 (+0%)
Value$2.8M (-$251.8K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares18,487 from 17,106
Change+1,381 (+8%)
Value$2.5M (-$354.6K)
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares18,114 from 17,347
Change+767 (+4%)
Value$2.7M (-$122.4K)
Filed 2026-10-19
HighPoint Advisor Group LLC
DECREASED
Shares17,764 from 18,643
Change-879 (-5%)
Value$2.7M (-$389.8K)
Filed 2026-11-09
Ritholtz Wealth Management
UNCHANGED
Shares17,375 from 17,375
Change0 (0%)
Value$2.6M (-$239.1K)
Filed 2026-11-05
IFG Advisory, LLC
INCREASED
Shares17,156 from 15,013
Change+2,143 (+14%)
Value$2.6M (+$118.3K)
Filed 2026-11-09
Atticus Wealth Management, LLC
INCREASED
Shares17,060 from 16,845
Change+215 (+1%)
Value$2.6M (-$199.2K)
Filed 2026-10-20
Everest Financial Group LLC
INCREASED
Shares16,784 from 16,078
Change+706 (+4%)
Value$2.5M (-$114.2K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares15,902 from 15,115
Change+787 (+5%)
Value$2.4M (-$98.0K)
Filed 2026-11-03
Ball & Co Wealth Management Inc.
NEW
Shares15,442
Change+15,442
Value$2.3M
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares15,194 from 13,202
Change+1,992 (+15%)
Value$2.2M (+$203.6K)
Filed 2026-10-20
Yarbrough Capital, LLC
UNCHANGED
Shares15,069 from 15,069
Change0 (0%)
Value$2.3M (-$207.3K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares15,052 from 8,302
Change+6,750 (+81%)
Value$2.3M (+$909.1K)
Filed 2026-10-16
Integras Partners LLC
INCREASED
Shares15,028 from 14,815
Change+213 (+1%)
Value$2.3M (-$171.5K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares14,816 from 16,890
Change-2,074 (-12%)
Value$2.2M (-$546.9K)
Filed 2026-11-04
Reflection Asset Management
INCREASED
Shares14,404 from 10,168
Change+4,236 (+42%)
Value$2.2M (+$502.4K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,357 from 14,015
Change+342 (+2%)
Value$2.2M (+$1.5K)
Filed 2026-10-13
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares14,276 from 14,276
Change0 (0%)
Value$2.2M (-$196.4K)
Filed 2026-11-09
Stonebridge Financial Planning Group, LLC
INCREASED
Shares14,202 from 12,154
Change+2,048 (+17%)
Value$2.2M (+$143.2K)
Filed 2026-11-06
Atlas Private Wealth Advisors
INCREASED
Shares13,916 from 8,622
Change+5,294 (+61%)
Value$2.1M (+$684.1K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares13,312 from 13,339
Change-27 (0%)
Value$2.0M (-$187.6K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares13,047 from 12,544
Change+503 (+4%)
Value$2.0M (-$96.2K)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares12,599 from 11,679
Change+920 (+8%)
Value$1.9M (-$21.2K)
Filed 2026-10-22
Gerber, LLC
INCREASED
Shares12,537 from 9,837
Change+2,700 (+27%)
Value$1.9M (+$274.0K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares12,110 from 11,828
Change+282 (+2%)
Value$1.8M (-$120.0K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares11,763 from 10,705
Change+1,058 (+10%)
Value$1.8M (+$13.1K)
Filed 2026-10-27
Ellis Investment Partners, LLC
INCREASED
Shares11,203 from 11,187
Change+16 (+0%)
Value$1.7M (-$151.5K)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares10,570
Change+10,570
Value$1.6M
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares10,531 from 8,157
Change+2,374 (+29%)
Value$1.6M (+$247.7K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares10,449 from 8,815
Change+1,634 (+19%)
Value$1.6M (+$126.4K)
Filed 2026-10-30
James J. Burns & Company, LLC
INCREASED
Shares10,320 from 9,812
Change+508 (+5%)
Value$1.6M (-$58.3K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares9,777 from 7,824
Change+1,953 (+25%)
Value$1.5M (+$188.5K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
INCREASED
Shares9,717 from 9,398
Change+319 (+3%)
Value$1.5M (-$80.9K)
Filed 2026-10-27
Compound Planning, Inc.
DECREASED
Shares9,645 from 9,768
Change-123 (-1%)
Value$1.5M (-$153.0K)
Filed 2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares9,576 from 9,576
Change0 (0%)
Value$1.6M ($0)
Filed 2026-11-03
Meitav Investment House LTD
UNCHANGED
Shares9,511 from 9,511
Change0 (0%)
Value$1.4M (-$131.0K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares9,355 from 10,298
Change-943 (-9%)
Value$1.4M (-$284.7K)
Filed 2026-11-05
McGuire Investment Group, LLC
INCREASED
Shares9,331 from 9,270
Change+61 (+1%)
Value$1.4M (-$118.3K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares9,198 from 9,213
Change-15 (0%)
Value$1.4M (-$129.1K)
Filed 2026-10-23
Swiss RE LTD
NEW
Shares9,000
Change+9,000
Value$1.4M
Filed 2026-11-06
Money Concepts Capital Corp
DECREASED
Shares8,797 from 10,328
Change-1,531 (-15%)
Value$1.3M (-$374.2K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares8,716 from 8,791
Change-75 (-1%)
Value$1.3M (-$132.3K)
Filed 2026-10-19
Kaizen Financial Strategies
INCREASED
Shares8,616 from 8,416
Change+200 (+2%)
Value$1.3M (-$43.2K)
Filed 2026-10-09
WJ Wealth Management, LLC
DECREASED
Shares8,587 from 9,232
Change-645 (-7%)
Value$1.3M (-$224.8K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares8,471 from 4,787
Change+3,684 (+77%)
Value$1.3M (+$492.7K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares8,428 from 7,758
Change+670 (+9%)
Value$1.3M (-$5.2K)
Filed 2026-10-30
Columbus Macro, LLC
INCREASED
Shares8,346 from 6,830
Change+1,516 (+22%)
Value$1.3M (+$135.8K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares8,183 from 1,562
Change+6,621 (+424%)
Value$1.2M (+$982.5K)
Filed 2026-10-29
Archford Capital Strategies, LLC
INCREASED
Shares7,999 from 7,983
Change+16 (+0%)
Value$1.2M (-$107.4K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares7,977 from 8,463
Change-486 (-6%)
Value$1.2M (-$190.1K)
Filed 2026-10-29
Boyer Financial Services, Inc.
INCREASED
Shares7,859 from 6,715
Change+1,144 (+17%)
Value$1.2M (+$150.7K)
Filed 2026-10-23
David J Yvars Group
DECREASED
Shares7,760 from 8,098
Change-338 (-4%)
Value$1.2M (-$162.8K)
Filed 2026-10-09
Integrated Advisors Network LLC
DECREASED
Shares7,207 from 8,102
Change-895 (-11%)
Value$1.1M (-$247.0K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares7,148 from 7,908
Change-760 (-10%)
Value$1.1M (-$224.1K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
NEW
Shares6,846
Change+6,846
Value$1.0M
Filed 2026-11-05
High Point Wealth Management, LLC
INCREASED
Shares6,821 from 6,146
Change+675 (+11%)
Value$1.0M (+$17.8K)
Filed 2026-11-05
Wespac Advisors, LLC
NEW
Shares6,784
Change+6,784
Value$1.0M
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares6,763
Change+6,763
Value$1.0M
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares6,582 from 6,562
Change+20 (+0%)
Value$997.9K (-$87.4K)
Filed 2026-10-30
Thrivent Financial for Lutherans
NEW
Shares6,521
Change+6,521
Value$989.0K
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares6,293 from 6,057
Change+236 (+4%)
Value$954.2K (-$47.6K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares6,279 from 5,401
Change+878 (+16%)
Value$952.0K (+$58.9K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares6,062 from 4,574
Change+1,488 (+33%)
Value$855.6K (+$229.7K)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares5,956 from 7,015
Change-1,059 (-15%)
Value$903.0K (-$257.1K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
DECREASED
Shares5,895 from 5,927
Change-32 (-1%)
Value$894.0K (-$86.0K)
Filed 2026-10-20
Center For Asset Management LLC
INCREASED
Shares5,833 from 2,060
Change+3,773 (+183%)
Value$884.4K (+$543.7K)
Filed 2026-10-16
Stegent Equity Advisors, Inc.
DECREASED
Shares5,748 from 11,877
Change-6,129 (-52%)
Value$871.5K (-$1.1M)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,736 from 1,393
Change+4,343 (+312%)
Value$869.7K (+$645.8K)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares5,655 from 5,795
Change-140 (-2%)
Value$857.5K (-$100.8K)
Filed 2026-10-22
Centerpoint Advisory Group
INCREASED
Shares5,400 from 4,455
Change+945 (+21%)
Value$818.7K (+$82.0K)
Filed 2026-10-23
KFG Wealth Management, LLC
DECREASED
Shares5,328 from 5,503
Change-175 (-3%)
Value$807.8K (-$102.3K)
Filed 2026-10-16
Diversify Wealth Management, LLC
INCREASED
Shares5,327 from 4,247
Change+1,080 (+25%)
Value$756.2K (+$158.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares5,327 from 4,247
Change+1,080 (+25%)
Value$756.2K (+$158.2K)
Filed 2026-10-20
Bauman Advisory Group, LLC
INCREASED
Shares5,241 from 5,162
Change+79 (+2%)
Value$794.6K (-$59.1K)
Filed 2026-10-29
Lebenthal Global Advisors, LLC
INCREASED
Shares5,227 from 5,209
Change+18 (+0%)
Value$792.5K (-$69.0K)
Filed 2026-10-28
Nadler Financial Group, Inc.
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$788.5K (-$71.6K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares5,176 from 5,903
Change-727 (-12%)
Value$784.9K (-$191.4K)
Filed 2026-10-08
Focus Financial Network, Inc.
INCREASED
Shares5,153 from 4,616
Change+537 (+12%)
Value$781.3K (+$17.9K)
Filed 2026-10-14
Beacon Financial Advisory LLC
INCREASED
Shares5,132 from 4,601
Change+531 (+12%)
Value$778.1K (+$17.2K)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares5,066 from 4,318
Change+748 (+17%)
Value$768.2K (+$54.1K)
Filed 2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares5,059 from 5,456
Change-397 (-7%)
Value$767.0K (-$135.2K)
Filed 2026-10-20
Carter Financial Group, Inc.
INCREASED
Shares5,053 from 5,036
Change+17 (+0%)
Value$766.1K (-$66.8K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,958 from 4,549
Change+409 (+9%)
Value$751.8K (-$591)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares4,934 from 4,933
Change+1 (+0%)
Value$748.1K (-$67.7K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares4,822 from 8,093
Change-3,271 (-40%)
Value$731.1K (-$607.4K)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED
Shares4,712 from 3,868
Change+844 (+22%)
Value$714.4K (+$74.7K)
Filed 2026-11-05
MCF Advisors LLC
UNCHANGED
Shares4,712 from 4,712
Change0 (0%)
Value$714.4K (-$64.8K)
Filed 2026-10-28
Simplex Trading, LLC
INCREASED
Shares4,581 from 2,097
Change+2,484 (+118%)
Value$694.6K (+$347.8K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares4,539 from 2,475
Change+2,064 (+83%)
Value$688.2K (+$278.9K)
Filed 2026-11-05
RM Financial Services, LLC
INCREASED
Shares4,421 from 4,288
Change+133 (+3%)
Value$670.3K (-$38.8K)
Filed 2026-11-03
Elevate Capital Advisors, LLC
INCREASED
Shares4,341 from 3,700
Change+641 (+17%)
Value$658.1K (+$46.2K)
Filed 2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED
Shares4,319 from 5,842
Change-1,523 (-26%)
Value$654.8K (-$311.3K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares4,305 from 4,106
Change+199 (+5%)
Value$652.7K (-$26.4K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares4,246
Change+4,246
Value$643.8K
Filed 2026-10-16
Bank of Montreal
DECREASED
Shares4,198 from 67,596
Change-63,398 (-94%)
Value$636.5K (-$10.5M)
Filed 2026-11-09
Chicago Partners Investment Group LLC
INCREASED
Shares4,132 from 3,770
Change+362 (+10%)
Value$562.8K (+$21.9K)
Filed 2026-10-27
Fiduciary Family Office, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$621.6K (-$56.4K)
Filed 2026-11-04
Bullock Wealth Management Group
INCREASED
Shares4,078 from 4,025
Change+53 (+1%)
Value$625.0K (-$20.5K)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares4,051 from 3,397
Change+654 (+19%)
Value$614.3K (+$52.5K)
Filed 2026-11-04
Wealthcare Capital Partners, LLC
DECREASED
Shares3,997 from 4,343
Change-346 (-8%)
Value$606.0K (-$112.3K)
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares3,990 from 3,581
Change+409 (+11%)
Value$605.0K (+$12.7K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares3,972 from 2,463
Change+1,509 (+61%)
Value$599.4K (+$218.9K)
Filed 2026-10-09
Primoris Wealth Advisors, LLC
NEW
Shares3,850
Change+3,850
Value$583.7K
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares3,850 from 2,414
Change+1,436 (+59%)
Value$583.7K (+$184.4K)
Filed 2026-11-06
Matisse Capital
DECREASED
Shares3,842 from 4,042
Change-200 (-5%)
Value$582.5K (-$86.0K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
NEW
Shares3,813
Change+3,813
Value$578.1K
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares3,784 from 2,261
Change+1,523 (+67%)
Value$573.9K (+$199.9K)
Filed 2026-10-29
Partners Wealth Management, LLC
NEW
Shares3,783
Change+3,783
Value$573.6K
Filed 2026-10-28
Acorn Wealth Advisors, LLC
DECREASED
Shares3,691 from 3,824
Change-133 (-3%)
Value$559.7K (-$72.7K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,685 from 3,311
Change+374 (+11%)
Value$558.7K (+$11.1K)
Filed 2026-10-13
Capital Investment Counsel, LLC
INCREASED
Shares3,523 from 1,895
Change+1,628 (+86%)
Value$534.2K (+$220.8K)
Filed 2026-10-14
Key Client Fiduciary Advisors, LLC
DECREASED
Shares3,500 from 3,595
Change-95 (-3%)
Value$530.7K (-$63.8K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares3,462 from 3,385
Change+77 (+2%)
Value$524.9K (-$34.9K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares3,359 from 3,798
Change-439 (-12%)
Value$509.3K (-$118.8K)
Filed 2026-10-13
Basso Capital Management, L.P.
DECREASED
Shares3,268 from 3,912
Change-644 (-16%)
Value$495.5K (-$151.6K)
Filed 2026-10-30
Seros Financial, LLC
NEW
Shares3,155
Change+3,155
Value$478.4K
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares3,155
Change+3,155
Value$480
Filed 2026-10-02
TCI Wealth Advisors, Inc.
INCREASED
Shares3,057 from 3,020
Change+37 (+1%)
Value$463.5K (-$36.0K)
Filed 2026-10-30
Capital Investment Advisors, LLC
INCREASED
Shares2,977 from 2,267
Change+710 (+31%)
Value$451.4K (+$76.5K)
Filed 2026-10-22
Paladin Wealth, LLC
DECREASED
Shares2,955 from 3,034
Change-79 (-3%)
Value$448.1K (-$53.7K)
Filed 2026-10-23
Ignite Planners, LLC
DECREASED
Shares2,954 from 3,214
Change-260 (-8%)
Value$447.9K (-$83.7K)
Filed 2026-10-14
Victory Financial Group, LLC
INCREASED
Shares2,942 from 2,364
Change+578 (+24%)
Value$446.1K (+$55.2K)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares2,907 from 2,560
Change+347 (+14%)
Value$440.8K (+$17.4K)
Filed 2026-10-14
Silverleafe Capital Partners, LLC
DECREASED
Shares2,891 from 3,227
Change-336 (-10%)
Value$438.4K (-$95.4K)
Filed 2026-10-02
Beaumont Financial Advisors, LLC
INCREASED
Shares2,846 from 2,845
Change+1 (+0%)
Value$431.5K (-$39.1K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares2,802 from 2,444
Change+358 (+15%)
Value$424.8K (+$20.7K)
Filed 2026-10-16
Barclays PLC
DECREASED
Shares2,777 from 3,082
Change-305 (-10%)
Value$421.0K (-$88.7K)
Filed 2026-11-06
Wespac Advisors SoCal, LLC
INCREASED
Shares2,724 from 2,671
Change+53 (+2%)
Value$413.0K (-$28.7K)
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares2,712 from 2,459
Change+253 (+10%)
Value$411.2K (+$4.5K)
Filed 2026-10-29
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$408.2K (-$37.0K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$404.7K (-$23.8K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares2,657 from 2,657
Change0 (0%)
Value$439.6K ($0)
Filed 2026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED
Shares2,618 from 2,002
Change+616 (+31%)
Value$396.9K (+$65.8K)
Filed 2026-10-30
Pacific Park Financial, Inc.
DECREASED
Shares2,607 from 2,782
Change-175 (-6%)
Value$395.3K (-$64.8K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares2,597 from 2,432
Change+165 (+7%)
Value$393.7K (-$8.5K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares2,534
Change+2,534
Value$384.2K
Filed 2026-11-03
APS Management Group, Inc.
DECREASED
Shares2,518 from 3,411
Change-893 (-26%)
Value$381.7K (-$182.5K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares2,468 from 2,478
Change-10 (0%)
Value$374.2K (-$35.6K)
Filed 2026-10-15
Saxony Capital Management, LLC
INCREASED
Shares2,464 from 1,851
Change+613 (+33%)
Value$373.6K (+$67.4K)
Filed 2026-10-15
Compagnie Lombard Odier SCmA
DECREASED
Shares2,424 from 3,424
Change-1,000 (-29%)
Value$367.5K (-$198.7K)
Filed 2026-11-04
Annex Advisory Services, LLC
INCREASED
Shares2,415 from 1,305
Change+1,110 (+85%)
Value$366.2K (+$150.3K)
Filed 2026-10-16
Ridgepath Capital Management LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$357.8K (-$32.5K)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,353 from 2,248
Change+105 (+5%)
Value$356.8K (-$15.0K)
Filed 2026-11-04
James Investment Research, Inc.
NEW
Shares2,333
Change+2,333
Value$353.7K
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares2,311 from 2,445
Change-134 (-5%)
Value$350.4K (-$53.9K)
Filed 2026-11-05
Lauer Wealth, LLC
NEW
Shares2,295
Change+2,295
Value$346.3K
Filed 2026-10-13
Visionary Wealth Advisors
UNCHANGED
Shares2,295 from 2,295
Change0 (0%)
Value$348.0K (-$31.5K)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
DECREASED
Shares2,279 from 2,617
Change-338 (-13%)
Value$345.6K (-$87.2K)
Filed 2026-10-14
Nwam LLC
INCREASED
Shares2,270 from 2,010
Change+260 (+13%)
Value$344.2K (+$11.8K)
Filed 2026-11-09
Almanack Investment Partners, Llc.
DECREASED
Shares2,269 from 2,672
Change-403 (-15%)
Value$344.0K (-$97.9K)
Filed 2026-11-03
Wealthfront Advisers LLC
NEW
Shares2,175
Change+2,175
Value$329.8K
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares2,152 from 1,102
Change+1,050 (+95%)
Value$355.9K (+$173.7K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares2,152 from 1,942
Change+210 (+11%)
Value$326.2K (+$5.0K)
Filed 2026-10-22
Parsons Capital Management Inc
UNCHANGED
Shares2,151 from 2,151
Change0 (0%)
Value$326.1K (-$29.6K)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$320.8K (-$29.1K)
Filed 2026-10-20
PDS Planning, Inc
INCREASED
Shares2,105 from 2,104
Change+1 (+0%)
Value$319.1K (-$28.9K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
NEW
Shares2,074
Change+2,074
Value$314.4K
Filed 2026-11-06
Quartz Partners, LLC
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$312.6K (-$28.4K)
Filed 2026-11-03
Mascagni Wealth Management, Inc.
INCREASED
Shares2,015 from 2,007
Change+8 (+0%)
Value$305.6K (-$26.3K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$304.5K (-$27.6K)
Filed 2026-10-27
Canton Hathaway, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$303.2K (-$27.5K)
Filed 2026-10-23
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$303.2K (-$27.5K)
Filed 2026-10-16
RW Investment Management LLC
INCREASED
Shares1,978 from 1,976
Change+2 (+0%)
Value$299.9K (-$26.9K)
Filed 2026-11-03
Level Four Advisory Services, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$293.7K (-$26.6K)
Filed 2026-11-06
Independence Wealth Advisors, LLC
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$291.3K (-$26.4K)
Filed 2026-10-29
Elco Management Co., LLC
DECREASED
Shares1,915 from 2,255
Change-340 (-15%)
Value$290.4K (-$82.6K)
Filed 2026-10-14
Pinnacle Associates LTD
INCREASED
Shares1,910 from 1,908
Change+2 (+0%)
Value$289.6K (-$26.0K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
NEW
Shares1,905
Change+1,905
Value$288.8K
Filed 2026-10-28
Accretive Wealth Partners, LLC
INCREASED
Shares1,889 from 1,887
Change+2 (+0%)
Value$286.4K (-$25.8K)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares1,849 from 1,881
Change-32 (-2%)
Value$280.4K (-$30.7K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,842 from 1,873
Change-31 (-2%)
Value$279.2K (-$30.5K)
Filed 2026-11-03
Beacon Wealthcare LLC
NEW
Shares1,841
Change+1,841
Value$279.1K
Filed 2026-10-02
DecisionMap Wealth Management, LLC
INCREASED
Shares1,825 from 1,375
Change+450 (+33%)
Value$276.7K (+$49.3K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares1,803 from 1,252
Change+551 (+44%)
Value$273.0K (+$66.0K)
Filed 2026-10-22
Rubicon Advisors, GP
NEW
Shares1,751
Change+1,751
Value$265.5K
Filed 2026-10-23
Biltmore Family Office, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$263.1K (-$23.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
NEW
Shares1,731
Change+1,731
Value$265.3K
Filed 2026-11-02
Able Wealth Management LLC
INCREASED
Shares1,714 from 1,713
Change+1 (+0%)
Value$268.1K (-$15.2K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,693 from 1,741
Change-48 (-3%)
Value$256.7K (-$31.3K)
Filed 2026-10-08
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$250.0K (-$23.0K)
Filed 2026-11-04
International Private Wealth Advisors LLC
INCREASED
Shares1,647 from 1,642
Change+5 (+0%)
Value$249.7K (-$21.8K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares1,626 from 1,540
Change+86 (+6%)
Value$246.5K (-$8.2K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares1,591 from 1,165
Change+426 (+37%)
Value$241.2K (+$48.5K)
Filed 2026-10-13
Davenport & Co LLC
NEW
Shares1,578
Change+1,578
Value$239.2K
Filed 2026-10-14
Root Financial Partners, LLC
INCREASED
Shares1,566 from 1,555
Change+11 (+1%)
Value$237.5K (-$19.7K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares1,555 from 1,551
Change+4 (+0%)
Value$235.8K (-$20.7K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares1,550 from 1,427
Change+123 (+9%)
Value$235.1K (-$839)
Filed 2026-11-02
Valen Private Capital, LLC
NEW
Shares1,541
Change+1,541
Value$233.7K
Filed 2026-10-23
Baldwin Wealth Partners LLC
NEW
Shares1,521
Change+1,521
Value$230.6K
Filed 2026-10-13
Joel Isaacson & Co., LLC
NEW
Shares1,504
Change+1,504
Value$228.0K
Filed 2026-11-05
Griffin Asset Management, Inc.
NEW
Shares1,465
Change+1,465
Value$222.1K
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares1,455 from 1,671
Change-216 (-13%)
Value$220.6K (-$55.7K)
Filed 2026-11-06
Venture Visionary Partners LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$219.9K (-$19.9K)
Filed 2026-10-07
Freestone Capital Holdings, LLC
DECREASED
Shares1,446 from 2,135
Change-689 (-32%)
Value$219.3K (-$134.0K)
Filed 2026-11-09
Krilogy Financial LLC
NEW
Shares1,425
Change+1,425
Value$211.6K
Filed 2026-10-13
Titleist Asset Management, LLC
DECREASED
Shares1,401 from 1,406
Change-5 (0%)
Value$212.4K (-$20.1K)
Filed 2026-10-08
Level Wealth Management LLC
INCREASED
Shares1,375 from 1,371
Change+4 (+0%)
Value$208.4K (-$18.2K)
Filed 2026-10-23
Busey Bank
INCREASED
Shares1,358 from 1,272
Change+86 (+7%)
Value$205.9K (-$4.5K)
Filed 2026-10-26
Claro Advisors Inc.
INCREASED
Shares1,343 from 1,303
Change+40 (+3%)
Value$203.6K (-$11.8K)
Filed 2026-11-02
WealthBridge Capital Management, LLC
NEW
Shares1,334
Change+1,334
Value$202.3K
Filed 2026-10-16
Mindset Wealth Management, LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$200.3K (-$18.2K)
Filed 2026-10-19
GK Wealth Management LLC
DECREASED
Shares1,306 from 2,000
Change-694 (-35%)
Value$197.9K (-$132.9K)
Filed 2026-10-09
S.A. Mason LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$197.1K (-$17.9K)
Filed 2026-10-13
Tsfg, LLC
NEW
Shares1,286
Change+1,286
Value$195.0K
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,217 from 1,177
Change+40 (+3%)
Value$184.5K (-$10.2K)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares1,132 from 19,943
Change-18,811 (-94%)
Value$171.6K (-$3.1M)
Filed 2026-10-30
Noble Wealth Management PBC
INCREASED
Shares1,110 from 921
Change+189 (+21%)
Value$168.3K (+$16.0K)
Filed 2026-10-01
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$167.1K (-$15.2K)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares1,093 from 350
Change+743 (+212%)
Value$165.7K (+$107.8K)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares1,078
Change+1,078
Value$152.9K
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$155.7K (-$14.1K)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$150.1K (-$13.6K)
Filed 2026-10-14
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares970 from 153
Change+817 (+534%)
Value$147.1K (+$121.8K)
Filed 2026-11-09
Armstrong Advisory Group, Inc
INCREASED
Shares866 from 824
Change+42 (+5%)
Value$131.3K (-$5.0K)
Filed 2026-10-09
Monetary Solutions, Ltd
INCREASED
Shares850 from 730
Change+120 (+16%)
Value$128.9K (+$8.2K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares841 from 721
Change+120 (+17%)
Value$128.8K (+$13.3K)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$111.9K (-$26.4K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares732 from 1,057
Change-325 (-31%)
Value$111.0K (-$63.8K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares702 from 268
Change+434 (+162%)
Value$106.4K (+$62.0K)
Filed 2026-11-05
POM Investment Strategies, LLC
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$97.5K (-$8.8K)
Filed 2026-10-20
Evolution Wealth Management Inc.
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$83.5K (-$7.6K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$76.0K (-$6.9K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares497
Change+497
Value$75.3K
Filed 2026-10-27
Belvedere Trading LLC
DECREASED
Shares447 from 518
Change-71 (-14%)
Value$67.8K (-$17.9K)
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$67.2K (-$6.1K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED
Shares435 from 290
Change+145 (+50%)
Value$66.0K (+$18.0K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares405 from 135
Change+270 (+200%)
Value$61.4K (+$39.1K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$61.0K (-$5.0K)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$60.6K (-$5.5K)
Filed 2026-10-27
First Community Trust NA
DECREASED
Shares366 from 536
Change-170 (-32%)
Value$55.5K (-$33.2K)
Filed 2026-10-07
Citigroup Inc
NEW
Shares362
Change+362
Value$54.9K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares349
Change+349
Value$52.9K
Filed 2026-10-27
Gen-Wealth Partners Inc
INCREASED
Shares334 from 285
Change+49 (+17%)
Value$50.6K (+$3.4K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares322
Change+322
Value$48.8K
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$48.5K (-$4.4K)
Filed 2026-10-08
Fifth Third Bancorp
NEW
Shares300
Change+300
Value$45.5K
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$45.5K (-$4.1K)
Filed 2026-10-28
Markowski Investments
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$45.5K (-$4.1K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares275 from 284
Change-9 (-3%)
Value$41.7K (-$5.3K)
Filed 2026-11-04
Torren Management, LLC
NEW
Shares251
Change+251
Value$38.1K
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$37.1K (-$3.4K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$36 (-$40.0K)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
DECREASED
Shares237 from 309
Change-72 (-23%)
Value$35.9K (-$15.2K)
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares204 from 166
Change+38 (+23%)
Value$30.9K (+$3.5K)
Filed 2026-11-06
Planning Strategies Inc.
INCREASED
Shares202 from 102
Change+100 (+98%)
Value$30.6K (+$13.9K)
Filed 2026-10-02
Chung Wu Investment Group, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$25.8K (-$2.3K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$24.7K (-$2.2K)
Filed 2026-10-05
Hager Investment Management Services, LLC
INCREASED
Shares162 from 155
Change+7 (+5%)
Value$24.6K (-$1.1K)
Filed 2026-11-04
Highline Wealth Partners LLC
NEW
Shares150
Change+150
Value$22.7K
Filed 2026-10-19
Evermay Wealth Management LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$20.6K (-$1.9K)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$20 (-$2)
Filed 2026-10-02
Adirondack Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$19.0K (-$1.7K)
Filed 2026-10-14
Berbice Capital Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$19.0K (-$1.7K)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares123 from 174
Change-51 (-29%)
Value$18.6K (-$10.1K)
Filed 2026-10-20
Y.D. More Investments Ltd
DECREASED
Shares120 from 240
Change-120 (-50%)
Value$18.0K (-$21.3K)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares109 from 99
Change+10 (+10%)
Value$16.5K (+$154)
Filed 2026-11-05
Cornerstone National Bank & Trust Co
NEW
Shares100
Change+100
Value$15.3K
Filed 2026-10-20
Abound Wealth Management
NEW
Shares93
Change+93
Value$14.2K
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$13.6K (-$1.2K)
Filed 2026-10-13
Mather Group, Llc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$13.6K (-$1.2K)
Filed 2026-10-14
Sfam, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$12.3K (-$1.1K)
Filed 2026-11-03
Coston, McIsaac & Partners
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.2K (+$12.2K)
Filed 2026-11-06
Bear Mountain Capital, Inc.
INCREASED
Shares79 from 25
Change+54 (+216%)
Value$10.9K (+$7.1K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$11.2K (-$1.0K)
Filed 2026-11-03
Security National Bank
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$11.2K (-$1.0K)
Filed 2026-10-26
Pacific Center for Financial Services
NEW
Shares71
Change+71
Value$10.8K
Filed 2026-10-15
Kingdom Financial Group Llc.
NEW
Shares71
Change+71
Value$10.8K
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$10.8K (-$976)
Filed 2026-10-23
Hartford Financial Management Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$10.0K (-$909)
Filed 2026-10-21
Financial Perspectives, Inc
INCREASED
Shares63 from 41
Change+22 (+54%)
Value$9.6K (+$2.8K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares60
Change+60
Value$9.1K
Filed 2026-11-04
Investors Research Corp
INCREASED
Shares60 from 10
Change+50 (+500%)
Value$9.1K (+$7.4K)
Filed 2026-10-07
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$8.0K (-$729)
Filed 2026-10-05
Asset Dedication, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$7.9K (-$715)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.7K (-$674)
Filed 2026-10-15
Wolff Wiese Magana LLC
INCREASED
Shares45 from 40
Change+5 (+13%)
Value$6.8K (+$207)
Filed 2026-10-15
Winch Advisory Services, LLC
INCREASED
Shares44 from 43
Change+1 (+2%)
Value$6.6K (-$578)
Filed 2026-11-06
Signature Resources Capital Management, LLC
INCREASED
Shares41 from 37
Change+4 (+11%)
Value$6.2K (+$98)
Filed 2026-10-16
Key FInancial Inc
NEW
Shares40
Change+40
Value$6.1K
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares38
Change+38
Value$6
Filed 2026-10-14
SJS Investment Consulting Inc.
NEW
Shares32
Change+32
Value$4.9K
Filed 2026-10-26
Quent Capital, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$4.0K (-$1.3K)
Filed 2026-11-09
Parkside Financial Bank & Trust
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.7K (-$428)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares28
Change+28
Value$4.2K
Filed 2026-10-27
Oakworth Capital, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.1K (-$236)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.8K (-$344)
Filed 2026-10-26
First United Bank & Trust
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.8K (-$344)
Filed 2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.8K (-$344)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares22
Change+22
Value$3.4K
Filed 2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.4K (-$295)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares21
Change+21
Value$3.2K
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.0K (-$276)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares12 from 3
Change+9 (+300%)
Value$1.8K (+$1.3K)
Filed 2026-11-05
Grove Bank & Trust
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (-$138)
Filed 2026-10-08
Trust Co
NEW
Shares9
Change+9
Value$1.4K
Filed 2026-10-09
Signaturefd, LLC
DECREASED
Shares7 from 47
Change-40 (-85%)
Value$1.1K (-$6.7K)
Filed 2026-10-23
Davis Capital Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$916 (-$80)
Filed 2026-10-08
Ascentis Wealth Management, LLC
NEW
Shares5
Change+5
Value$758
Filed 2026-11-03
DT Investment Partners, LLC
NEW
Shares4
Change+4
Value$607
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 70,000
Change-70,000 (-100%)
Value$0 (-$11.6M)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 37,221
Change-37,221 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-02
AlTi Global, Inc.
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-09
Q3 Asset Management
CLOSED
Shares0 from 15,552
Change-15,552 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-06
Squarepoint Ops LLC
CLOSED
Shares0 from 7,661
Change-7,661 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 4,730
Change-4,730 (-100%)
Value$0 (-$782.2K)
Filed 2026-10-27
Jefferies Financial Group Inc.
CLOSED
Shares0 from 4,401
Change-4,401 (-100%)
Value$0 (-$727.8K)
Filed 2026-11-05
RFG Advisory, LLC
CLOSED
Shares0 from 3,850
Change-3,850 (-100%)
Value$0 (-$636.7K)
Filed 2026-11-03
South Shore Capital Advisors
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$578.8K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 3,076
Change-3,076 (-100%)
Value$0 (-$508.7K)
Filed 2026-10-13
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 2,719
Change-2,719 (-100%)
Value$0 (-$449.7K)
Filed 2026-10-19
AlphaCentric Advisors LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$413.5K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 2,486
Change-2,486 (-100%)
Value$0 (-$411.2K)
Filed 2026-10-15
Milestone Asset Management, LLC
CLOSED
Shares0 from 2,199
Change-2,199 (-100%)
Value$0 (-$363.7K)
Filed 2026-10-15
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$311.6K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 1,837
Change-1,837 (-100%)
Value$0 (-$303.8K)
Filed 2026-10-01
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 1,508
Change-1,508 (-100%)
Value$0 (-$249.4K)
Filed 2026-10-29
Moors & Cabot, Inc.
CLOSED
Shares0 from 1,295
Change-1,295 (-100%)
Value$0 (-$214.2K)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
CLOSED
Shares0 from 1,285
Change-1,285 (-100%)
Value$0 (-$212.5K)
Filed 2026-11-02
Alchemi Wealth, LLC
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$211.8K)
Filed 2026-11-04
AtlasMark Financial, Inc
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-13
Verum Partners LLC
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-21
Hudock, Inc.
CLOSED
Shares0 from 1,223
Change-1,223 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-14
Daviman Financial, LLC
CLOSED
Shares0 from 1,218
Change-1,218 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-06
Veracity Capital LLC
CLOSED
Shares0 from 1,218
Change-1,218 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-08
Maia Wealth LLC
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-19
AdvisorNet Financial, Inc
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$26.6K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-13
Reap Financial Group, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-15
Redwood Park Advisors LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$662)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$165)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$636.2K (+$71.1K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 809,409
Change-809,409 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 333,144
Change-333,144 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 313,937
Change-313,937 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 279,851
Change-279,851 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 237,754
Change-237,754 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 178,909
Change-178,909 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 150,348
Change-150,348 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 141,848
Change-141,848 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 139,254
Change-139,254 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 131,106
Change-131,106 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 116,972
Change-116,972 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 106,677
Change-106,677 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 102,063
Change-102,063 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 101,986
Change-101,986 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 96,189
Change-96,189 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 92,339
Change-92,339 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 91,673
Change-91,673 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 89,445
Change-89,445 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 87,958
Change-87,958 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 83,858
Change-83,858 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 78,533
Change-78,533 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 64,965
Change-64,965 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 56,761
Change-56,761 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 55,390
Change-55,390 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 54,429
Change-54,429 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 52,023
Change-52,023 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 47,299
Change-47,299 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 42,766
Change-42,766 (-100%)
Value—
UBS Group AG
N/A
Shares— from 42,408
Change-42,408 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 39,578
Change-39,578 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 36,862
Change-36,862 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,216
Change-35,216 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 35,192
Change-35,192 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 34,449
Change-34,449 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 33,910
Change-33,910 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 32,575
Change-32,575 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 32,408
Change-32,408 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 31,009
Change-31,009 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 30,549
Change-30,549 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,311
Change-29,311 (-100%)
Value—
&partners
N/A
Shares— from 29,122
Change-29,122 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 26,091
Change-26,091 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 26,027
Change-26,027 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 24,022
Change-24,022 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 22,375
Change-22,375 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 20,918
Change-20,918 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,453
Change-20,453 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,649
Change-19,649 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 19,160
Change-19,160 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,109
Change-19,109 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,561
Change-18,561 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,507
Change-18,507 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,225
Change-18,225 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 17,619
Change-17,619 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,435
Change-16,435 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 16,345
Change-16,345 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,194
Change-16,194 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,229
Change-15,229 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,083
Change-13,083 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,606
Change-12,606 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 12,454
Change-12,454 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,861
Change-11,861 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,306
Change-11,306 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 10,717
Change-10,717 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 9,747
Change-9,747 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 9,330
Change-9,330 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,192
Change-9,192 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,447
Change-8,447 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
United Bank
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
American Trust
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 853
Change-853 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 619
Change-619 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 530
Change-530 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 485
Change-485 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 424
Change-424 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 349
Change-349 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 331
Change-331 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 224
Change-224 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 210
Change-210 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 145
Change-145 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Main Management LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 96
Change-96 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 80
Change-80 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 53
Change-53 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 50
Change-50 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 42
Change-42 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED1,353,4271,383,031-29,604-2%$228.7M$205.2M-$23.5M2026-11-06
Parkway Wealth Management Group, LLC
DECREASED295,499303,631-8,132-3%$50.2M$44.8M-$5.4M2026-10-20
Assetmark, Inc
INCREASED281,763227,603+54,160+24%$37.6M$42.7M+$5.1M2026-10-21
Daiwa Securities Group Inc.
DECREASED176,000181,000-5,000-3%$29.9M$26.7M-$3.2M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED147,900144,655+3,245+2%$23.9M$22.4M-$1.5M2026-11-02
Gradient Investments LLC
DECREASED129,802165,141-35,339-21%$27.3M$19.7M-$7.6M2026-10-08
Madrona Financial Services, LLC
DECREASED128,341138,178-9,837-7%$22.9M$19.5M-$3.4M2026-10-23
Hengehold Capital Management LLC
INCREASED116,297113,113+3,184+3%$18.7M$17.6M-$1.1M2026-10-16
BFI Infinity Ltd.
INCREASED111,206108,943+2,263+2%$18.0M$16.9M-$1.2M2026-10-16
Kraft, Davis & Associates, LLC
INCREASED106,886106,301+585+1%$16.1M$14.8M-$1.3M2026-10-21
Commonwealth Equity Services, LLC
DECREASED85,64387,289-1,646-2%$14.4M$13.0M-$1.5M2026-11-02
New England Private Wealth Advisors LLC
INCREASED71,92871,548+380+1%$10.0M$10.9M+$920.5K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED67,67065,392+2,278+3%$10.8M$10.3M-$554.4K2026-10-26
Foguth Wealth Management, Llc.
DECREASED60,55581,662-21,107-26%$11.5M$8.3M-$3.2M2026-10-19
Paller Financial Services Inc
INCREASED55,57354,561+1,012+2%$9.0M$8.4M-$597.4K2026-10-13
Ocean Park Asset Management, LLC
NEW53,960—+53,960——$8.2M—2026-10-21
VVR Holdings LLC
INCREASED48,58647,182+1,404+3%$7.8M$7.4M-$436.3K2026-10-19
NTV Asset Management LLC
DECREASED45,96547,024-1,059-2%$7.8M$7.0M-$807.4K2026-10-23
Buska Wealth Management, LLC
INCREASED43,89336,863+7,030+19%$6.1M$6.7M+$558.6K2026-10-08
Kestra Advisory Services, LLC
INCREASED39,25931,465+7,794+25%$5.2M$6.0M+$748.7K2026-11-02
Elevation Point Wealth Partners, LLC
NEW37,110—+37,110——$5.6M—2026-11-05
Independent Financial Group, LLC
INCREASED36,09636,070+26+0%$6.0M$5.5M-$492.3K2026-10-13
Novem Group
INCREASED34,73833,808+930+3%$5.6M$5.3M-$324.3K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED33,10331,878+1,225+4%$5.3M$5.0M-$253.0K2026-10-21
GenTrust, LLC
INCREASED32,6132,588+30,025+1160%$428.0K$4.9M+$4.5M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED32,23117,555+14,676+84%$2.9M$4.9M+$2.0M2026-10-16
Sage Capital Management, LLC
DECREASED31,62131,894-273-1%$5.3M$4.8M-$480.3K2026-10-20
Procyon Advisors, LLC
DECREASED29,56834,449-4,881-14%$5.7M$4.5M-$1.2M2026-10-21
Focus Wealth Advisors, LLC
DECREASED28,65328,970-317-1%$4.8M$4.3M-$446.7K2026-10-14
Creative Planning
INCREASED28,10226,690+1,412+5%$4.4M$4.3M-$153.2K2026-11-02
Park Avenue Securities LLC
INCREASED26,99616,976+10,020+59%$2.8M$4.1M+$1.3M2026-10-26
Paragon Private Wealth Management, LLC
INCREASED26,67722,661+4,016+18%$3.7M$4.0M+$297.2K2026-10-20
D.A. Davidson & Co.
INCREASED26,6418,238+18,403+223%$1.4M$4.0M+$2.7M2026-10-28
Truist Financial Corp
INCREASED26,21822,763+3,455+15%$3.8M$4.0M+$210.7K2026-10-30
Farther Finance Advisors, LLC
INCREASED23,45718,667+4,790+26%$3.1M$3.6M+$472.9K2026-10-08
Financial Freedom, LLC
INCREASED22,89422,745+149+1%$3.8M$3.5M-$290.4K2026-11-06
Southern Capital Services Inc
INCREASED21,96920,220+1,749+9%$3.3M$3.3M-$13.0K2026-10-19
Fortis Group Advisors, LLC
DECREASED21,08528,365-7,280-26%$4.7M$2.8M-$1.9M2026-11-06
Merit Financial Group, LLC
INCREASED20,8866,605+14,281+216%$1.1M$3.2M+$2.1M2026-11-06
Cathy Pareto & Associates, Inc
INCREASED20,81519,983+832+4%$3.3M$3.2M-$148.4K2026-10-15
Great Diamond Partners, LLC
INCREASED19,57318,902+671+4%$3.1M$3.0M-$158.4K2026-10-13
MY Wealth Management Inc.
INCREASED19,4958,536+10,959+128%$1.4M$3.0M+$1.5M2026-10-21
National Wealth Management Group, LLC
INCREASED19,04717,297+1,750+10%$2.9M$2.9M+$27.3K2026-10-26
Kraematon Investment Advisors, Inc
INCREASED18,67518,644+31+0%$3.1M$2.8M-$251.8K2026-11-02
Prospera Financial Services Inc
INCREASED18,48717,106+1,381+8%$2.8M$2.5M-$354.6K2026-11-04
NWF Advisory Services Inc.
INCREASED18,11417,347+767+4%$2.9M$2.7M-$122.4K2026-10-19
HighPoint Advisor Group LLC
DECREASED17,76418,643-879-5%$3.1M$2.7M-$389.8K2026-11-09
Ritholtz Wealth Management
UNCHANGED17,37517,37500%$2.9M$2.6M-$239.1K2026-11-05
IFG Advisory, LLC
INCREASED17,15615,013+2,143+14%$2.5M$2.6M+$118.3K2026-11-09
Atticus Wealth Management, LLC
INCREASED17,06016,845+215+1%$2.8M$2.6M-$199.2K2026-10-20
Everest Financial Group LLC
INCREASED16,78416,078+706+4%$2.7M$2.5M-$114.2K2026-11-06
StoneX Group Inc.
INCREASED15,90215,115+787+5%$2.5M$2.4M-$98.0K2026-11-03
Ball & Co Wealth Management Inc.
NEW15,442—+15,442——$2.3M—2026-11-05
Accurate Wealth Management, LLC
INCREASED15,19413,202+1,992+15%$2.0M$2.2M+$203.6K2026-10-20
Yarbrough Capital, LLC
UNCHANGED15,06915,06900%$2.5M$2.3M-$207.3K2026-10-19
PFG Advisors
INCREASED15,0528,302+6,750+81%$1.4M$2.3M+$909.1K2026-10-16
Integras Partners LLC
INCREASED15,02814,815+213+1%$2.5M$2.3M-$171.5K2026-10-30
Csenge Advisory Group
DECREASED14,81616,890-2,074-12%$2.8M$2.2M-$546.9K2026-11-04
Reflection Asset Management
INCREASED14,40410,168+4,236+42%$1.7M$2.2M+$502.4K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED14,35714,015+342+2%$2.2M$2.2M+$1.5K2026-10-13
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED14,27614,27600%$2.4M$2.2M-$196.4K2026-11-09
Stonebridge Financial Planning Group, LLC
INCREASED14,20212,154+2,048+17%$2.0M$2.2M+$143.2K2026-11-06
Atlas Private Wealth Advisors
INCREASED13,9168,622+5,294+61%$1.4M$2.1M+$684.1K2026-10-23
Nations Financial Group Inc,
DECREASED13,31213,339-270%$2.2M$2.0M-$187.6K2026-11-05
Insight Advisors, LLC/ PA
INCREASED13,04712,544+503+4%$2.1M$2.0M-$96.2K2026-10-22
Brookstone Capital Management
INCREASED12,59911,679+920+8%$1.9M$1.9M-$21.2K2026-10-22
Gerber, LLC
INCREASED12,5379,837+2,700+27%$1.6M$1.9M+$274.0K2026-10-21
Integrity Alliance, Llc.
INCREASED12,11011,828+282+2%$2.0M$1.8M-$120.0K2026-10-29
VestGen Advisors, LLC
INCREASED11,76310,705+1,058+10%$1.8M$1.8M+$13.1K2026-10-27
Ellis Investment Partners, LLC
INCREASED11,20311,187+16+0%$1.9M$1.7M-$151.5K2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
NEW10,570—+10,570——$1.6M—2026-10-29
Oppenheimer & Co Inc
INCREASED10,5318,157+2,374+29%$1.3M$1.6M+$247.7K2026-10-26
Spire Wealth Management
INCREASED10,4498,815+1,634+19%$1.5M$1.6M+$126.4K2026-10-30
James J. Burns & Company, LLC
INCREASED10,3209,812+508+5%$1.6M$1.6M-$58.3K2026-10-22
Lido Advisors, LLC
INCREASED9,7777,824+1,953+25%$1.3M$1.5M+$188.5K2026-11-04
Pathway Financial Advisers, LLC
INCREASED9,7179,398+319+3%$1.6M$1.5M-$80.9K2026-10-27
Compound Planning, Inc.
DECREASED9,6459,768-123-1%$1.6M$1.5M-$153.0K2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED9,5769,57600%$1.6M$1.6M$02026-11-03
Meitav Investment House LTD
UNCHANGED9,5119,51100%$1.6M$1.4M-$131.0K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED9,35510,298-943-9%$1.7M$1.4M-$284.7K2026-11-05
McGuire Investment Group, LLC
INCREASED9,3319,270+61+1%$1.5M$1.4M-$118.3K2026-10-23
Apollon Wealth Management, LLC
DECREASED9,1989,213-150%$1.5M$1.4M-$129.1K2026-10-23
Swiss RE LTD
NEW9,000—+9,000——$1.4M—2026-11-06
Money Concepts Capital Corp
DECREASED8,79710,328-1,531-15%$1.7M$1.3M-$374.2K2026-11-06
Retirement Planning Group, LLC
DECREASED8,7168,791-75-1%$1.5M$1.3M-$132.3K2026-10-19
Kaizen Financial Strategies
INCREASED8,6168,416+200+2%$1.3M$1.3M-$43.2K2026-10-09
WJ Wealth Management, LLC
DECREASED8,5879,232-645-7%$1.5M$1.3M-$224.8K2026-11-03
HB Wealth Management, LLC
INCREASED8,4714,787+3,684+77%$791.7K$1.3M+$492.7K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED8,4287,758+670+9%$1.3M$1.3M-$5.2K2026-10-30
Columbus Macro, LLC
INCREASED8,3466,830+1,516+22%$1.1M$1.3M+$135.8K2026-10-14
Signature Equity Partners, LLC
INCREASED8,1831,562+6,621+424%$258.2K$1.2M+$982.5K2026-10-29
Archford Capital Strategies, LLC
INCREASED7,9997,983+16+0%$1.3M$1.2M-$107.4K2026-10-19
Certified Advisory Corp
DECREASED7,9778,463-486-6%$1.4M$1.2M-$190.1K2026-10-29
Boyer Financial Services, Inc.
INCREASED7,8596,715+1,144+17%$1.0M$1.2M+$150.7K2026-10-23
David J Yvars Group
DECREASED7,7608,098-338-4%$1.3M$1.2M-$162.8K2026-10-09
Integrated Advisors Network LLC
DECREASED7,2078,102-895-11%$1.3M$1.1M-$247.0K2026-10-20
Sigma Planning Corp
DECREASED7,1487,908-760-10%$1.3M$1.1M-$224.1K2026-10-23
Williams Jones Wealth Management, Llc.
NEW6,846—+6,846——$1.0M—2026-11-05
High Point Wealth Management, LLC
INCREASED6,8216,146+675+11%$1.0M$1.0M+$17.8K2026-11-05
Wespac Advisors, LLC
NEW6,784—+6,784——$1.0M—2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW6,763—+6,763——$1.0M—2026-10-14
Capital Investment Advisory Services, LLC
INCREASED6,5826,562+20+0%$1.1M$997.9K-$87.4K2026-10-30
Thrivent Financial for Lutherans
NEW6,521—+6,521——$989.0K—2026-11-05
Sowell Financial Services LLC
INCREASED6,2936,057+236+4%$1.0M$954.2K-$47.6K2026-10-23
Intrua Financial, LLC
INCREASED6,2795,401+878+16%$893.2K$952.0K+$58.9K2026-10-28
Sovran Advisors, LLC
INCREASED6,0624,574+1,488+33%$625.9K$855.6K+$229.7K2026-11-02
Fiduciary Alliance LLC
DECREASED5,9567,015-1,059-15%$1.2M$903.0K-$257.1K2026-10-13
Aurora Private Wealth, Inc.
DECREASED5,8955,927-32-1%$980.0K$894.0K-$86.0K2026-10-20
Center For Asset Management LLC
INCREASED5,8332,060+3,773+183%$340.7K$884.4K+$543.7K2026-10-16
Stegent Equity Advisors, Inc.
DECREASED5,74811,877-6,129-52%$2.0M$871.5K-$1.1M2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED5,7361,393+4,343+312%$224.0K$869.7K+$645.8K2026-10-13
BIP Wealth, LLC
DECREASED5,6555,795-140-2%$958.3K$857.5K-$100.8K2026-10-22
Centerpoint Advisory Group
INCREASED5,4004,455+945+21%$736.8K$818.7K+$82.0K2026-10-23
KFG Wealth Management, LLC
DECREASED5,3285,503-175-3%$910.0K$807.8K-$102.3K2026-10-16
Diversify Wealth Management, LLC
INCREASED5,3274,247+1,080+25%$598.0K$756.2K+$158.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED5,3274,247+1,080+25%$598.0K$756.2K+$158.2K2026-10-20
Bauman Advisory Group, LLC
INCREASED5,2415,162+79+2%$853.7K$794.6K-$59.1K2026-10-29
Lebenthal Global Advisors, LLC
INCREASED5,2275,209+18+0%$861.5K$792.5K-$69.0K2026-10-28
Nadler Financial Group, Inc.
UNCHANGED5,2005,20000%$860.0K$788.5K-$71.6K2026-10-23
CoreCap Advisors, LLC
DECREASED5,1765,903-727-12%$976.3K$784.9K-$191.4K2026-10-08
Focus Financial Network, Inc.
INCREASED5,1534,616+537+12%$763.3K$781.3K+$17.9K2026-10-14
Beacon Financial Advisory LLC
INCREASED5,1324,601+531+12%$760.9K$778.1K+$17.2K2026-10-16
Tucker Asset Management LLC
INCREASED5,0664,318+748+17%$714.1K$768.2K+$54.1K2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED5,0595,456-397-7%$902.2K$767.0K-$135.2K2026-10-20
Carter Financial Group, Inc.
INCREASED5,0535,036+17+0%$832.9K$766.1K-$66.8K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED4,9584,549+409+9%$752.4K$751.8K-$5912026-10-23
PNC Financial Services Group, Inc.
INCREASED4,9344,933+1+0%$815.8K$748.1K-$67.7K2026-11-06
Mission Wealth Management, LP
DECREASED4,8228,093-3,271-40%$1.3M$731.1K-$607.4K2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED4,7123,868+844+22%$639.7K$714.4K+$74.7K2026-11-05
MCF Advisors LLC
UNCHANGED4,7124,71200%$779.3K$714.4K-$64.8K2026-10-28
Simplex Trading, LLC
INCREASED4,5812,097+2,484+118%$346.8K$694.6K+$347.8K2026-11-04
US Bancorp \de\
INCREASED4,5392,475+2,064+83%$409.3K$688.2K+$278.9K2026-11-05
RM Financial Services, LLC
INCREASED4,4214,288+133+3%$709.1K$670.3K-$38.8K2026-11-03
Elevate Capital Advisors, LLC
INCREASED4,3413,700+641+17%$611.9K$658.1K+$46.2K2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED4,3195,842-1,523-26%$966.2K$654.8K-$311.3K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED4,3054,106+199+5%$679.1K$652.7K-$26.4K2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW4,246—+4,246——$643.8K—2026-10-16
Bank of Montreal
DECREASED4,19867,596-63,398-94%$11.2M$636.5K-$10.5M2026-11-09
Chicago Partners Investment Group LLC
INCREASED4,1323,770+362+10%$540.9K$562.8K+$21.9K2026-10-27
Fiduciary Family Office, LLC
UNCHANGED4,1004,10000%$678.1K$621.6K-$56.4K2026-11-04
Bullock Wealth Management Group
INCREASED4,0784,025+53+1%$645.5K$625.0K-$20.5K2026-10-09
Creative Financial Designs Inc
INCREASED4,0513,397+654+19%$561.8K$614.3K+$52.5K2026-11-04
Wealthcare Capital Partners, LLC
DECREASED3,9974,343-346-8%$718.3K$606.0K-$112.3K2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED3,9903,581+409+11%$592.2K$605.0K+$12.7K2026-11-03
Wedmont Private Capital
INCREASED3,9722,463+1,509+61%$380.5K$599.4K+$218.9K2026-10-09
Primoris Wealth Advisors, LLC
NEW3,850—+3,850——$583.7K—2026-10-28
Kestra Private Wealth Services, LLC
INCREASED3,8502,414+1,436+59%$399.2K$583.7K+$184.4K2026-11-06
Matisse Capital
DECREASED3,8424,042-200-5%$668.5K$582.5K-$86.0K2026-10-29
Prime Capital Investment Advisors, LLC
NEW3,813—+3,813——$578.1K—2026-10-20
Integrity Advisory Solutions, LLC
INCREASED3,7842,261+1,523+67%$374.0K$573.9K+$199.9K2026-10-29
Partners Wealth Management, LLC
NEW3,783—+3,783——$573.6K—2026-10-28
Acorn Wealth Advisors, LLC
DECREASED3,6913,824-133-3%$632.4K$559.7K-$72.7K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED3,6853,311+374+11%$547.6K$558.7K+$11.1K2026-10-13
Capital Investment Counsel, LLC
INCREASED3,5231,895+1,628+86%$313.4K$534.2K+$220.8K2026-10-14
Key Client Fiduciary Advisors, LLC
DECREASED3,5003,595-95-3%$594.5K$530.7K-$63.8K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED3,4623,385+77+2%$559.8K$524.9K-$34.9K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED3,3593,798-439-12%$628.1K$509.3K-$118.8K2026-10-13
Basso Capital Management, L.P.
DECREASED3,2683,912-644-16%$647.0K$495.5K-$151.6K2026-10-30
Seros Financial, LLC
NEW3,155—+3,155——$478.4K—2026-10-21
Polaris Financial Partners
NEW3,155—+3,155——$480—2026-10-02
TCI Wealth Advisors, Inc.
INCREASED3,0573,020+37+1%$499.4K$463.5K-$36.0K2026-10-30
Capital Investment Advisors, LLC
INCREASED2,9772,267+710+31%$374.9K$451.4K+$76.5K2026-10-22
Paladin Wealth, LLC
DECREASED2,9553,034-79-3%$501.8K$448.1K-$53.7K2026-10-23
Ignite Planners, LLC
DECREASED2,9543,214-260-8%$531.6K$447.9K-$83.7K2026-10-14
Victory Financial Group, LLC
INCREASED2,9422,364+578+24%$391.0K$446.1K+$55.2K2026-10-27
Triumph Capital Management
INCREASED2,9072,560+347+14%$423.4K$440.8K+$17.4K2026-10-14
Silverleafe Capital Partners, LLC
DECREASED2,8913,227-336-10%$533.7K$438.4K-$95.4K2026-10-02
Beaumont Financial Advisors, LLC
INCREASED2,8462,845+1+0%$470.6K$431.5K-$39.1K2026-10-22
IFP Advisors, Inc
INCREASED2,8022,444+358+15%$404.2K$424.8K+$20.7K2026-10-16
Barclays PLC
DECREASED2,7773,082-305-10%$509.7K$421.0K-$88.7K2026-11-06
Wespac Advisors SoCal, LLC
INCREASED2,7242,671+53+2%$441.7K$413.0K-$28.7K2026-10-13
MBA Advisors LLC
INCREASED2,7122,459+253+10%$406.7K$411.2K+$4.5K2026-10-29
Blue Zone Wealth Advisors, LLC
UNCHANGED2,6922,69200%$445.2K$408.2K-$37.0K2026-10-19
J. Safra Sarasin Holding AG
UNCHANGED2,6652,66500%$428.6K$404.7K-$23.8K2026-10-26
PKS Advisory Services, LLC
UNCHANGED2,6572,65700%$439.6K$439.6K$02026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED2,6182,002+616+31%$331.1K$396.9K+$65.8K2026-10-30
Pacific Park Financial, Inc.
DECREASED2,6072,782-175-6%$460.1K$395.3K-$64.8K2026-10-13
Vise Technologies, Inc.
INCREASED2,5972,432+165+7%$402.2K$393.7K-$8.5K2026-10-29
Ascentis Independent Advisors
NEW2,534—+2,534——$384.2K—2026-11-03
APS Management Group, Inc.
DECREASED2,5183,411-893-26%$564.2K$381.7K-$182.5K2026-10-14
WealthPlan Investment Management, LLC
DECREASED2,4682,478-100%$409.8K$374.2K-$35.6K2026-10-15
Saxony Capital Management, LLC
INCREASED2,4641,851+613+33%$306.1K$373.6K+$67.4K2026-10-15
Compagnie Lombard Odier SCmA
DECREASED2,4243,424-1,000-29%$566.3K$367.5K-$198.7K2026-11-04
Annex Advisory Services, LLC
INCREASED2,4151,305+1,110+85%$216.0K$366.2K+$150.3K2026-10-16
Ridgepath Capital Management LLC
UNCHANGED2,3602,36000%$390.3K$357.8K-$32.5K2026-10-29
Bryn Mawr Trust Advisors, LLC
INCREASED2,3532,248+105+5%$371.8K$356.8K-$15.0K2026-11-04
James Investment Research, Inc.
NEW2,333—+2,333——$353.7K—2026-10-22
Meridian Wealth Management, LLC
DECREASED2,3112,445-134-5%$404.3K$350.4K-$53.9K2026-11-05
Lauer Wealth, LLC
NEW2,295—+2,295——$346.3K—2026-10-13
Visionary Wealth Advisors
UNCHANGED2,2952,29500%$379.5K$348.0K-$31.5K2026-11-04
Discipline Wealth Solutions, LLC
DECREASED2,2792,617-338-13%$432.8K$345.6K-$87.2K2026-10-14
Nwam LLC
INCREASED2,2702,010+260+13%$332.4K$344.2K+$11.8K2026-11-09
Almanack Investment Partners, Llc.
DECREASED2,2692,672-403-15%$441.9K$344.0K-$97.9K2026-11-03
Wealthfront Advisers LLC
NEW2,175—+2,175——$329.8K—2026-11-09
Allworth Financial LP
INCREASED2,1521,102+1,050+95%$182.2K$355.9K+$173.7K2026-11-06
Perigon Wealth Management, LLC
INCREASED2,1521,942+210+11%$321.2K$326.2K+$5.0K2026-10-22
Parsons Capital Management Inc
UNCHANGED2,1512,15100%$355.7K$326.1K-$29.6K2026-10-28
Relyea Zuckerberg Hanson LLC
UNCHANGED2,1162,11600%$349.9K$320.8K-$29.1K2026-10-20
PDS Planning, Inc
INCREASED2,1052,104+1+0%$348.0K$319.1K-$28.9K2026-11-03
Earned Wealth Advisors, LLC
NEW2,074—+2,074——$314.4K—2026-11-06
Quartz Partners, LLC
UNCHANGED2,0622,06200%$341.0K$312.6K-$28.4K2026-11-03
Mascagni Wealth Management, Inc.
INCREASED2,0152,007+8+0%$331.9K$305.6K-$26.3K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,0082,00800%$332.1K$304.5K-$27.6K2026-10-27
Canton Hathaway, LLC
UNCHANGED2,0002,00000%$330.8K$303.2K-$27.5K2026-10-23
Merrion Investment Management Co, LLC
UNCHANGED2,0002,00000%$330.8K$303.2K-$27.5K2026-10-16
RW Investment Management LLC
INCREASED1,9781,976+2+0%$326.8K$299.9K-$26.9K2026-11-03
Level Four Advisory Services, LLC
UNCHANGED1,9371,93700%$320.4K$293.7K-$26.6K2026-11-06
Independence Wealth Advisors, LLC
UNCHANGED1,9211,92100%$317.7K$291.3K-$26.4K2026-10-29
Elco Management Co., LLC
DECREASED1,9152,255-340-15%$372.9K$290.4K-$82.6K2026-10-14
Pinnacle Associates LTD
INCREASED1,9101,908+2+0%$315.6K$289.6K-$26.0K2026-10-20
Clear Creek Financial Management, LLC
NEW1,905—+1,905——$288.8K—2026-10-28
Accretive Wealth Partners, LLC
INCREASED1,8891,887+2+0%$312.1K$286.4K-$25.8K2026-11-06
Modera Wealth Management, LLC
DECREASED1,8491,881-32-2%$311.1K$280.4K-$30.7K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED1,8421,873-31-2%$309.8K$279.2K-$30.5K2026-11-03
Beacon Wealthcare LLC
NEW1,841—+1,841——$279.1K—2026-10-02
DecisionMap Wealth Management, LLC
INCREASED1,8251,375+450+33%$227.4K$276.7K+$49.3K2026-10-29
Wedbush Securities Inc
INCREASED1,8031,252+551+44%$207.0K$273.0K+$66.0K2026-10-22
Rubicon Advisors, GP
NEW1,751—+1,751——$265.5K—2026-10-23
Biltmore Family Office, LLC
UNCHANGED1,7351,73500%$286.9K$263.1K-$23.9K2026-11-03
International Assets Investment Management, LLC
NEW1,731—+1,731——$265.3K—2026-11-02
Able Wealth Management LLC
INCREASED1,7141,713+1+0%$283.3K$268.1K-$15.2K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED1,6931,741-48-3%$288.0K$256.7K-$31.3K2026-10-08
Eubel Brady & Suttman Asset Management Inc
UNCHANGED1,6501,65000%$273.0K$250.0K-$23.0K2026-11-04
International Private Wealth Advisors LLC
INCREASED1,6471,642+5+0%$271.5K$249.7K-$21.8K2026-11-05
Regions Financial Corp
INCREASED1,6261,540+86+6%$254.7K$246.5K-$8.2K2026-11-05
Cape Investment Advisory, Inc.
INCREASED1,5911,165+426+37%$192.7K$241.2K+$48.5K2026-10-13
Davenport & Co LLC
NEW1,578—+1,578——$239.2K—2026-10-14
Root Financial Partners, LLC
INCREASED1,5661,555+11+1%$257.2K$237.5K-$19.7K2026-10-21
Parallel Advisors, LLC
INCREASED1,5551,551+4+0%$256.5K$235.8K-$20.7K2026-11-03
GC Wealth Management RIA, LLC
INCREASED1,5501,427+123+9%$235.9K$235.1K-$8392026-11-02
Valen Private Capital, LLC
NEW1,541—+1,541——$233.7K—2026-10-23
Baldwin Wealth Partners LLC
NEW1,521—+1,521——$230.6K—2026-10-13
Joel Isaacson & Co., LLC
NEW1,504—+1,504——$228.0K—2026-11-05
Griffin Asset Management, Inc.
NEW1,465—+1,465——$222.1K—2026-10-22
Savant Capital, LLC
DECREASED1,4551,671-216-13%$276.4K$220.6K-$55.7K2026-11-06
Venture Visionary Partners LLC
UNCHANGED1,4501,45000%$239.8K$219.9K-$19.9K2026-10-07
Freestone Capital Holdings, LLC
DECREASED1,4462,135-689-32%$353.2K$219.3K-$134.0K2026-11-09
Krilogy Financial LLC
NEW1,425—+1,425——$211.6K—2026-10-13
Titleist Asset Management, LLC
DECREASED1,4011,406-50%$232.5K$212.4K-$20.1K2026-10-08
Level Wealth Management LLC
INCREASED1,3751,371+4+0%$226.7K$208.4K-$18.2K2026-10-23
Busey Bank
INCREASED1,3581,272+86+7%$210.4K$205.9K-$4.5K2026-10-26
Claro Advisors Inc.
INCREASED1,3431,303+40+3%$215.4K$203.6K-$11.8K2026-11-02
WealthBridge Capital Management, LLC
NEW1,334—+1,334——$202.3K—2026-10-16
Mindset Wealth Management, LLC
UNCHANGED1,3211,32100%$218.5K$200.3K-$18.2K2026-10-19
GK Wealth Management LLC
DECREASED1,3062,000-694-35%$330.8K$197.9K-$132.9K2026-10-09
S.A. Mason LLC
UNCHANGED1,3001,30000%$215.0K$197.1K-$17.9K2026-10-13
Tsfg, LLC
NEW1,286—+1,286——$195.0K—2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED1,2171,177+40+3%$194.6K$184.5K-$10.2K2026-10-29
Compass Financial Management LLC
DECREASED1,13219,943-18,811-94%$3.3M$171.6K-$3.1M2026-10-30
Noble Wealth Management PBC
INCREASED1,110921+189+21%$152.3K$168.3K+$16.0K2026-10-01
Washington Trust Advisors, Inc.
UNCHANGED1,1021,10200%$182.2K$167.1K-$15.2K2026-10-22
AlphaCore Capital LLC
INCREASED1,093350+743+212%$57.9K$165.7K+$107.8K2026-11-04
Transce3nd, LLC
NEW1,078—+1,078——$152.9K—2026-10-26
Valley National Advisers Inc
UNCHANGED1,0271,02700%$169.8K$155.7K-$14.1K2026-10-23
Hilltop National Bank
UNCHANGED99099000%$163.7K$150.1K-$13.6K2026-10-14
Migdal Insurance & Financial Holdings Ltd.
INCREASED970153+817+534%$25.3K$147.1K+$121.8K2026-11-09
Armstrong Advisory Group, Inc
INCREASED866824+42+5%$136.3K$131.3K-$5.0K2026-10-09
Monetary Solutions, Ltd
INCREASED850730+120+16%$120.7K$128.9K+$8.2K2026-10-22
TD Waterhouse Canada Inc.
INCREASED841721+120+17%$115.5K$128.8K+$13.3K2026-10-16
Fairscale Capital, LLC
UNCHANGED83683600%$138.3K$111.9K-$26.4K2026-11-04
Lanark Financial, Inc.
DECREASED7321,057-325-31%$174.8K$111.0K-$63.8K2026-10-26
Larson Financial Group LLC
INCREASED702268+434+162%$44.4K$106.4K+$62.0K2026-11-05
POM Investment Strategies, LLC
UNCHANGED64364300%$106.3K$97.5K-$8.8K2026-10-20
Evolution Wealth Management Inc.
UNCHANGED55155100%$91.1K$83.5K-$7.6K2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED50150100%$82.8K$76.0K-$6.9K2026-11-03
Foresight Capital Management Advisors, Inc.
NEW497—+497——$75.3K—2026-10-27
Belvedere Trading LLC
DECREASED447518-71-14%$85.7K$67.8K-$17.9K2026-11-05
Concord Wealth Partners
UNCHANGED44344300%$73.3K$67.2K-$6.1K2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED435290+145+50%$48.0K$66.0K+$18.0K2026-11-02
Rossby Financial, LCC
INCREASED405135+270+200%$22.3K$61.4K+$39.1K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED40040000%$66.0K$61.0K-$5.0K2026-11-02
North Star Investment Management Corp.
UNCHANGED40040000%$66.2K$60.6K-$5.5K2026-10-27
First Community Trust NA
DECREASED366536-170-32%$88.6K$55.5K-$33.2K2026-10-07
Citigroup Inc
NEW362—+362——$54.9K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW349—+349——$52.9K—2026-10-27
Gen-Wealth Partners Inc
INCREASED334285+49+17%$47.1K$50.6K+$3.4K2026-11-04
William Mack & Associates, Inc.
NEW322—+322——$48.8K—2026-10-27
Toth Financial Advisory Corp
UNCHANGED32032000%$52.9K$48.5K-$4.4K2026-10-08
Fifth Third Bancorp
NEW300—+300——$45.5K—2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED30030000%$49.6K$45.5K-$4.1K2026-10-28
Markowski Investments
UNCHANGED30030000%$49.6K$45.5K-$4.1K2026-10-30
EverSource Wealth Advisors, LLC
DECREASED275284-9-3%$47.0K$41.7K-$5.3K2026-11-04
Torren Management, LLC
NEW251—+251——$38.1K—2026-10-29
James T. Borello RIA
UNCHANGED24524500%$40.5K$37.1K-$3.4K2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED24024000%$40.0K$36-$40.0K2026-11-04
Nvest Wealth Strategies, Inc.
DECREASED237309-72-23%$51.1K$35.9K-$15.2K2026-10-14
Clearstead Advisors, LLC
INCREASED204166+38+23%$27.5K$30.9K+$3.5K2026-11-06
Planning Strategies Inc.
INCREASED202102+100+98%$16.8K$30.6K+$13.9K2026-10-02
Chung Wu Investment Group, LLC
UNCHANGED17017000%$28.1K$25.8K-$2.3K2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED16316300%$27.0K$24.7K-$2.2K2026-10-05
Hager Investment Management Services, LLC
INCREASED162155+7+5%$25.6K$24.6K-$1.1K2026-11-04
Highline Wealth Partners LLC
NEW150—+150——$22.7K—2026-10-19
Evermay Wealth Management LLC
UNCHANGED13613600%$22.5K$20.6K-$1.9K2026-11-05
CX Institutional
UNCHANGED13313300%$22$20-$22026-10-02
Adirondack Trust Co
UNCHANGED12512500%$20.7K$19.0K-$1.7K2026-10-14
Berbice Capital Management LLC
UNCHANGED12512500%$20.7K$19.0K-$1.7K2026-10-13
Private Trust Co NA
DECREASED123174-51-29%$28.8K$18.6K-$10.1K2026-10-20
Y.D. More Investments Ltd
DECREASED120240-120-50%$39.3K$18.0K-$21.3K2026-11-02
Archer Investment Corp
INCREASED10999+10+10%$16.4K$16.5K+$1542026-11-05
Cornerstone National Bank & Trust Co
NEW100—+100——$15.3K—2026-10-20
Abound Wealth Management
NEW93—+93——$14.2K—2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED909000%$14.9K$13.6K-$1.2K2026-10-13
Mather Group, Llc.
UNCHANGED898900%$14.8K$13.6K-$1.2K2026-10-14
Sfam, LLC
UNCHANGED818100%$13.4K$12.3K-$1.1K2026-11-03
Coston, McIsaac & Partners
UNCHANGED808000%$13$12.2K+$12.2K2026-11-06
Bear Mountain Capital, Inc.
INCREASED7925+54+216%$3.8K$10.9K+$7.1K2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED747400%$12.2K$11.2K-$1.0K2026-11-03
Security National Bank
UNCHANGED747400%$12.2K$11.2K-$1.0K2026-10-26
Pacific Center for Financial Services
NEW71—+71——$10.8K—2026-10-15
Kingdom Financial Group Llc.
NEW71—+71——$10.8K—2026-11-04
Financial Consulate, Inc
UNCHANGED717100%$11.7K$10.8K-$9762026-10-23
Hartford Financial Management Inc.
UNCHANGED666600%$10.9K$10.0K-$9092026-10-21
Financial Perspectives, Inc
INCREASED6341+22+54%$6.8K$9.6K+$2.8K2026-11-03
Nova Financial LLC
NEW60—+60——$9.1K—2026-11-04
Investors Research Corp
INCREASED6010+50+500%$1.7K$9.1K+$7.4K2026-10-07
MassMutual Private Wealth & Trust, FSB
UNCHANGED535300%$8.8K$8.0K-$7292026-10-05
Asset Dedication, LLC
UNCHANGED525200%$8.6K$7.9K-$7152026-11-03
GHP Investment Advisors, Inc.
UNCHANGED515100%$8.4K$7.7K-$6742026-10-15
Wolff Wiese Magana LLC
INCREASED4540+5+13%$6.6K$6.8K+$2072026-10-15
Winch Advisory Services, LLC
INCREASED4443+1+2%$7.2K$6.6K-$5782026-11-06
Signature Resources Capital Management, LLC
INCREASED4137+4+11%$6.1K$6.2K+$982026-10-16
Key FInancial Inc
NEW40—+40——$6.1K—2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW38—+38——$6—2026-10-14
SJS Investment Consulting Inc.
NEW32—+32——$4.9K—2026-10-26
Quent Capital, LLC
UNCHANGED323200%$5.4K$4.0K-$1.3K2026-11-09
Parkside Financial Bank & Trust
UNCHANGED313100%$5.2K$4.7K-$4282026-10-27
Latitude Advisors, LLC
NEW28—+28——$4.2K—2026-10-27
Oakworth Capital, Inc.
UNCHANGED272700%$4.3K$4.1K-$2362026-10-26
Advocate Investing Services LLC
UNCHANGED252500%$4.1K$3.8K-$3442026-10-26
First United Bank & Trust
UNCHANGED252500%$4.1K$3.8K-$3442026-10-22
Tradewinds Capital Management, LLC
UNCHANGED252500%$4.1K$3.8K-$3442026-10-23
Jacobi Capital Management LLC
NEW22—+22——$3.4K—2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED222200%$3.7K$3.4K-$2952026-10-21
Heritage Family Offices, LLP
NEW21—+21——$3.2K—2026-11-02
Westside Investment Management, Inc.
UNCHANGED202000%$3.3K$3.0K-$2762026-11-02
Silver Grove Financial Group, Inc.
INCREASED123+9+300%$496$1.8K+$1.3K2026-11-05
Grove Bank & Trust
UNCHANGED101000%$1.7K$1.5K-$1382026-10-08
Trust Co
NEW9—+9——$1.4K—2026-10-09
Signaturefd, LLC
DECREASED747-40-85%$7.8K$1.1K-$6.7K2026-10-23
Davis Capital Management
UNCHANGED6600%$996$916-$802026-10-08
Ascentis Wealth Management, LLC
NEW5—+5——$758—2026-11-03
DT Investment Partners, LLC
NEW4—+4——$607—2026-10-27
Mirae Asset Global Investments Co., Ltd.
CLOSED070,000-70,000-100%$11.6M$0-$11.6M2026-11-03
Inscription Capital, LLC
CLOSED037,221-37,221-100%$6.2M$0-$6.2M2026-11-02
AlTi Global, Inc.
CLOSED020,000-20,000-100%$3.3M$0-$3.3M2026-11-09
Q3 Asset Management
CLOSED015,552-15,552-100%$2.6M$0-$2.6M2026-11-06
Squarepoint Ops LLC
CLOSED07,661-7,661-100%$1.3M$0-$1.3M2026-11-09
Comprehensive Financial Planning, Inc.
CLOSED04,730-4,730-100%$782.2K$0-$782.2K2026-10-27
Jefferies Financial Group Inc.
CLOSED04,401-4,401-100%$727.8K$0-$727.8K2026-11-05
RFG Advisory, LLC
CLOSED03,850-3,850-100%$636.7K$0-$636.7K2026-11-03
South Shore Capital Advisors
CLOSED03,500-3,500-100%$578.8K$0-$578.8K2026-10-20
Signal Advisors Wealth, LLC
CLOSED03,076-3,076-100%$508.7K$0-$508.7K2026-10-13
New Wave Wealth Advisors LLC
CLOSED02,719-2,719-100%$449.7K$0-$449.7K2026-10-19
AlphaCentric Advisors LLC
CLOSED02,500-2,500-100%$413.5K$0-$413.5K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
CLOSED02,486-2,486-100%$411.2K$0-$411.2K2026-10-15
Milestone Asset Management, LLC
CLOSED02,199-2,199-100%$363.7K$0-$363.7K2026-10-15
Riggs Asset Managment Co. Inc.
CLOSED01,884-1,884-100%$311.6K$0-$311.6K2026-11-05
Stonebridge Financial Group, LLC
CLOSED01,837-1,837-100%$303.8K$0-$303.8K2026-10-01
Koshinski Asset Management, Inc.
CLOSED01,508-1,508-100%$249.4K$0-$249.4K2026-10-29
Moors & Cabot, Inc.
CLOSED01,295-1,295-100%$214.2K$0-$214.2K2026-11-06
Burke & Herbert Bank & Trust Co
CLOSED01,285-1,285-100%$212.5K$0-$212.5K2026-11-02
Alchemi Wealth, LLC
CLOSED01,280-1,280-100%$211.8K$0-$211.8K2026-11-04
AtlasMark Financial, Inc
CLOSED01,275-1,275-100%$210.9K$0-$210.9K2026-10-13
Verum Partners LLC
CLOSED01,232-1,232-100%$203.8K$0-$203.8K2026-10-21
Hudock, Inc.
CLOSED01,223-1,223-100%$202.3K$0-$202.3K2026-10-14
Daviman Financial, LLC
CLOSED01,218-1,218-100%$201.4K$0-$201.4K2026-11-06
Veracity Capital LLC
CLOSED01,218-1,218-100%$201.4K$0-$201.4K2026-10-08
Maia Wealth LLC
CLOSED01,210-1,210-100%$200.1K$0-$200.1K2026-10-19
AdvisorNet Financial, Inc
CLOSED0161-161-100%$26.6K$0-$26.6K2026-10-15
Institute for Wealth Management, Llc.
CLOSED078-78-100%$12.8K$0-$12.8K2026-11-06
LifeSteps Financial, Inc.
CLOSED040-40-100%$6.6K$0-$6.6K2026-10-15
Salem Investment Counselors Inc
CLOSED026-26-100%$4.3K$0-$4.3K2026-10-13
Reap Financial Group, LLC
CLOSED018-18-100%$2.9K$0-$2.9K2026-11-02
Moisand Fitzgerald Tamayo, LLC
CLOSED08-8-100%$1.3K$0-$1.3K2026-10-15
Redwood Park Advisors LLC
CLOSED04-4-100%$662$0-$6622026-11-02
Commonwealth Retirement Investments LLC
CLOSED01-1-100%$165$0-$1652026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED000—$565.1K$636.2K+$71.1K2026-10-29
Bank of America Corp
N/A—809,409-809,409-100%$133.9M———
Raymond James Financial Inc
N/A—333,144-333,144-100%$55.1M———
Royal Bank of Canada
N/A—313,937-313,937-100%$51.9M———
Osaic Holdings, Inc.
N/A—279,851-279,851-100%$46.3M———
Northwestern Mutual Wealth Management Co
N/A—237,754-237,754-100%$39.3M———
Cetera Investment Advisers
N/A—178,909-178,909-100%$29.6M———
Envestnet Asset Management Inc
N/A—150,348-150,348-100%$24.9M———
B & T Capital Management DBA Alpha Capital Management
N/A—141,848-141,848-100%$23.5M———
Stifel Financial Corp
N/A—139,254-139,254-100%$23.0M———
Jane Street Group, LLC
N/A—131,106-131,106-100%$21.7M———
MML Investors Services, LLC
N/A—116,972-116,972-100%$19.3M———
Steward Partners Investment Advisory, LLC
N/A—106,677-106,677-100%$17.6M———
RPg Family Wealth Advisory, LLC
N/A—102,063-102,063-100%$16.9M———
Ethos Financial Group, LLC
N/A—101,986-101,986-100%$13.5M———
Great Valley Advisor Group, Inc.
N/A—96,189-96,189-100%$15.9M———
HighTower Advisors, LLC
N/A—92,339-92,339-100%$15.3M———
Susquehanna International Group, LLP
N/A—91,673-91,673-100%$15.2M———
Rockefeller Capital Management L.P.
N/A—89,445-89,445-100%$14.8M———
Equitable Holdings, Inc.
N/A—87,958-87,958-100%$14.5M———
Goldman Sachs Group Inc
N/A—83,858-83,858-100%$13.9M———
Citadel Advisors LLC
N/A—78,533-78,533-100%$13.0M———
Millington Financial Advisors, LLC
N/A—64,965-64,965-100%$9.2M———
Summit Financial, LLC
N/A—56,761-56,761-100%$9.4M———
Janney Montgomery Scott LLC
N/A—55,390-55,390-100%$9.2M———
Nvest Financial, LLC
N/A—54,429-54,429-100%$9.0M———
Fischer Investment Strategies, LLC
N/A—52,023-52,023-100%$8.6M———
Neuberger Berman Group LLC
N/A—47,299-47,299-100%$7.8M———
Focus Partners Wealth
N/A—42,766-42,766-100%$7.1M———
UBS Group AG
N/A—42,408-42,408-100%$7.0M———
Waverly Advisors, LLC
N/A—39,578-39,578-100%$6.5M———
Measured Wealth Private Client Group, LLC
N/A—36,862-36,862-100%$6.1M———
Kingsview Wealth Management, LLC
N/A—35,216-35,216-100%$5.8M———
Baird Financial Group, Inc.
N/A—35,192-35,192-100%$5.8M———
Estate Planners Group, LLC
N/A—34,449-34,449-100%$5.7M———
1 North Wealth Services LLC
N/A—33,910-33,910-100%$5.6M———
Morgan Stanley
N/A—32,575-32,575-100%$5.4M———
Western Wealth Management, LLC
N/A—32,408-32,408-100%$5.4M———
Insigneo Advisory Services, LLC
N/A—31,009-31,009-100%$5.1M———
Principal Securities, Inc.
N/A—30,549-30,549-100%$5.1M———
NewEdge Advisors, LLC
N/A—29,311-29,311-100%$4.8M———
&partners
N/A—29,122-29,122-100%$4.8M———
Sonoma Allocations LLC
N/A—26,091-26,091-100%$4.2M———
Nova Wealth Management, Inc.
N/A—26,027-26,027-100%$4.3M———
Mattson Financial Services, LLC
N/A—24,022-24,022-100%$3.4M———
D. E. Shaw & Co., Inc.
N/A—22,375-22,375-100%$3.7M———
Bravera Wealth
N/A—20,918-20,918-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—20,453-20,453-100%$3.4M———
Harbour Investments, Inc.
N/A—19,649-19,649-100%$3.2M———
Signet Private Wealth LLC
N/A—19,160-19,160-100%$3.2M———
World Investment Advisors
N/A—19,109-19,109-100%$2.1M———
Mariner, LLC
N/A—18,561-18,561-100%$3.1M———
BFC Planning, Inc.
N/A—18,507-18,507-100%$3.1M———
Flow Traders U.S. LLC
N/A—18,225-18,225-100%$3.0M———
SHP Wealth Management
N/A—17,619-17,619-100%$2.9M———
Old Mission Capital LLC
N/A—16,435-16,435-100%$2.7M———
Top Private Wealth Llc.
N/A—16,345-16,345-100%$2.7M———
Captrust Financial Advisors
N/A—16,194-16,194-100%$2.7M———
Tradition Wealth Management, LLC
N/A—15,229-15,229-100%$2.5M———
Arete Wealth Advisors, LLC
N/A—13,486-13,486-100%$2.2M———
Geneos Wealth Management Inc.
N/A—13,083-13,083-100%$2.2M———
National Bank of Canada
N/A—12,606-12,606-100%$2.1M———
Bramshill Investments, LLC
N/A—12,500-12,500-100%$2.1M———
Seaview Investment Managers LLC
N/A—12,454-12,454-100%$2.1M———
Cerity Partners LLC
N/A—12,333-12,333-100%$2.0M———
GWN Securities Inc.
N/A—12,178-12,178-100%$2.0M———
Private Advisor Group, LLC
N/A—11,861-11,861-100%$2.0M———
CreativeOne Wealth, LLC
N/A—11,306-11,306-100%$1.9M———
Johnson Investment Counsel Inc
N/A—10,959-10,959-100%$1.8M———
Group One Trading LLC
N/A—10,717-10,717-100%$1.8M———
Arax Advisory Partners
N/A—10,687-10,687-100%$1.8M———
Sanctuary Advisors, LLC
N/A—10,570-10,570-100%$1.7M———
Arkadios Wealth Advisors
N/A—10,538-10,538-100%$1.7M———
GeoWealth Management, LLC
N/A—10,509-10,509-100%$1.7M———
American Alpha Advisors, LLC
N/A—10,000-10,000-100%$1.7M———
Mutual Advisors, LLC
N/A—9,943-9,943-100%$1.6M———
Vision Retirement, LLC
N/A—9,747-9,747-100%$1.6M———
O'Connor Alternative Investments LLC
N/A—9,600-9,600-100%$1.6M———
Copia Wealth Management
N/A—9,330-9,330-100%$1.5M———
GTS Securities LLC
N/A—9,192-9,192-100%$1.5M———
Calton & Associates, Inc.
N/A—9,141-9,141-100%$1.5M———
AE Wealth Management LLC
N/A—9,004-9,004-100%$1.5M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—8,951-8,951-100%$1.5M———
Wells Fargo & Company
N/A—8,901-8,901-100%$1.5M———
Keating Financial Advisory Services, Inc.
N/A—8,637-8,637-100%$1.4M———
Maridea Wealth Management LLC
N/A—8,483-8,483-100%$1.4M———
Thoroughbred Financial Services, LLC
N/A—8,478-8,478-100%$1.4M———
Smith, Moore & Co.
N/A—8,451-8,451-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—8,447-8,447-100%$1.4M———
Quantum Portfolio Management LLC
N/A—8,429-8,429-100%$1.4M———
Price T Rowe Associates Inc
N/A—8,265-8,265-100%$1.4M———
Qube Research & Technologies Ltd
N/A—8,143-8,143-100%$1.3M———
Ascent Advisors, LLC
N/A—8,083-8,083-100%$1.3M———
Fosun International Ltd
N/A—7,943-7,943-100%$1.3M———
LaSalle St. Investment Advisors, LLC
N/A—7,755-7,755-100%$1.3M———
Rollins Financial Advisors, LLC
N/A—7,725-7,725-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—7,595-7,595-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—7,454-7,454-100%$1.2M———
Regal Investment Advisors LLC
N/A—7,272-7,272-100%$1.2M———
Brookwood Investment Group LLC
N/A—7,132-7,132-100%$1.2M———
FMR LLC
N/A—7,091-7,091-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,961-6,961-100%$1.2M———
Leigh Baldwin & Co., LLC
N/A—6,936-6,936-100%$1.1M———
PFG Investments, LLC
N/A—6,920-6,920-100%$1.1M———
Advisory Services Network, LLC
N/A—6,525-6,525-100%$1.1M———
Per Stirling Capital Management, Llc.
N/A—6,247-6,247-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—6,244-6,244-100%$1.0M———
Focus Partners Advisor Solutions, LLC
N/A—6,158-6,158-100%$1.0M———
AQR Capital Management LLC
N/A—6,142-6,142-100%$1.0M———
Leavell Investment Management, Inc.
N/A—6,129-6,129-100%$1.0M———
Intrepid Financial Planning Group LLC
N/A—6,121-6,121-100%$1.0M———
Scotia Capital Inc.
N/A—6,117-6,117-100%$1.0M———
Pacific SUN Financial Corp
N/A—6,091-6,091-100%$1.0M———
Hilltop Holdings Inc.
N/A—6,079-6,079-100%$1.0M———
SIH Partners, Lllp
N/A—6,011-6,011-100%$994.1K———
Index Technologies Group LLC
N/A—5,478-5,478-100%$906.0K———
Belpointe Asset Management LLC
N/A—5,473-5,473-100%$905.2K———
KMT Wealth Management, LLC
N/A—5,456-5,456-100%$902.2K———
Strategic Financial Concepts, LLC
N/A—5,253-5,253-100%$868.7K———
IHT Wealth Management, LLC
N/A—4,791-4,791-100%$792.3K———
Cresset Asset Management, LLC
N/A—4,743-4,743-100%$784.4K———
Snowden Capital Advisors LLC
N/A—4,583-4,583-100%$757.9K———
Texas Capital Bank Wealth Management Services Inc
N/A—4,553-4,553-100%$753.0K———
Silver OAK Securities, Incorporated
N/A—4,467-4,467-100%$738.8K———
CIBC World Market Inc.
N/A—4,287-4,287-100%$709.0K———
HRT Financial LP
N/A—4,205-4,205-100%$695.0K———
Fiduciary Financial Advisors
N/A—4,198-4,198-100%$694.2K———
CIBC Bancorp USA Inc.
N/A—4,053-4,053-100%$670.2K———
Ausdal Financial Partners, Inc.
N/A—3,938-3,938-100%$651.3K———
PCG Wealth Advisors, LLC
N/A—3,829-3,829-100%$633.3K———
Bridgewealth Advisory Group, LLC
N/A—3,754-3,754-100%$620.8K———
Main Street Financial Solutions, LLC
N/A—3,744-3,744-100%$619.1K———
Fortis Capital Advisors, LLC
N/A—3,709-3,709-100%$613.4K———
United Bank
N/A—3,516-3,516-100%$581.5K———
Sequoia Financial Advisors, LLC
N/A—3,511-3,511-100%$580.6K———
Moneta Group Investment Advisors LLC
N/A—3,468-3,468-100%$573.6K———
MAI Capital Management
N/A—3,445-3,445-100%$569.7K———
Mercer Global Advisors Inc
N/A—3,403-3,403-100%$562.8K———
Clark Capital Management Group, Inc.
N/A—3,218-3,218-100%$532.2K———
Federation des caisses Desjardins du Quebec
N/A—3,204-3,204-100%$529.3K———
Sequent Planning LLC
N/A—3,122-3,122-100%$516.3K———
Cary Street Partners Financial LLC
N/A—3,011-3,011-100%$498.0K———
Peak Planning Group, LLC
N/A—2,957-2,957-100%$489.0K———
Resurgent Financial Advisors LLC
N/A—2,903-2,903-100%$480.1K———
Stonebridge Financial Group, LLC
N/A—2,892-2,892-100%$478.0K———
Tudor Investment Corp ET AL
N/A—2,873-2,873-100%$475.1K———
Global Retirement Partners, LLC
N/A—2,857-2,857-100%$472.5K———
Rathbones Group PLC
N/A—2,730-2,730-100%$451.5K———
Florida Financial Advisors, LLC
N/A—2,684-2,684-100%$444.1K———
WNY Asset Management, LLC
N/A—2,675-2,675-100%$442.4K———
Financial Engines Advisors L.L.C.
N/A—2,568-2,568-100%$424.8K———
United Capital Financial Advisors, LLC
N/A—2,504-2,504-100%$413.2K———
Betterment LLC
N/A—2,406-2,406-100%$398.0K———
Kintra Wealth, LLC
N/A—2,404-2,404-100%$380.4K———
Walleye Trading LLC
N/A—2,400-2,400-100%$396.9K———
OneAscent Financial Services LLC
N/A—2,387-2,387-100%$394.8K———
Delta Investment Management, LLC
N/A—2,370-2,370-100%$391.9K———
Turner Financial Group, Inc.
N/A—2,369-2,369-100%$391.8K———
Pathstone Holdings, LLC
N/A—2,248-2,248-100%$371.8K———
Founders Financial Alliance, LLC
N/A—2,247-2,247-100%$371.7K———
Ankerstar Wealth, LLC
N/A—2,172-2,172-100%$359.2K———
Savvy Advisors, Inc.
N/A—2,158-2,158-100%$356.9K———
Fortress Private Ledger, LLC
N/A—2,156-2,156-100%$356.6K———
EP Wealth Advisors, LLC
N/A—2,155-2,155-100%$356.3K———
OneDigital Investment Advisors LLC
N/A—2,117-2,117-100%$350.1K———
Stephens Inc
N/A—2,068-2,068-100%$342.1K———
Aimz Investment Advisors, LLC
N/A—2,042-2,042-100%$337.7K———
Legacy Financial Advisors, Inc.
N/A—2,041-2,041-100%$337.5K———
Aptus Capital Advisors, LLC
N/A—2,037-2,037-100%$336.9K———
Pallas Capital Advisors LLC
N/A—2,005-2,005-100%$331.5K———
Thompson David Blair
N/A—1,977-1,977-100%$327.0K———
Northern Trust Corp
N/A—1,865-1,865-100%$308.4K———
Banque Transatlantique SA
N/A—1,822-1,822-100%$301.3K———
Jaffetilchin Investment Partners, LLC
N/A—1,819-1,819-100%$300.9K———
Brown Financial Advisors
N/A—1,807-1,807-100%$298.8K———
BlackRock, Inc.
N/A—1,804-1,804-100%$298.3K———
EWA, LLC
N/A—1,804-1,804-100%$298.3K———
American Trust
N/A—1,802-1,802-100%$298.1K———
Haverford Trust Co
N/A—1,800-1,800-100%$297.7K———
Sankala Group LLC
N/A—1,793-1,793-100%$272.6K———
Alpha Financial Advisors, LLC
N/A—1,736-1,736-100%$287.0K———
LM Advisors LLC
N/A—1,645-1,645-100%$268———
AssuredPartners Investment Advisors, LLC
N/A—1,643-1,643-100%$271.8K———
Gladstone Institutional Advisory LLC
N/A—1,642-1,642-100%$271.6K———
Wealthspire Advisors, LLC
N/A—1,606-1,606-100%$265.6K———
JT Stratford LLC
N/A—1,588-1,588-100%$262.6K———
Bearing Point Capital, LLC
N/A—1,585-1,585-100%$262.1K———
EFG International AG
N/A—1,547-1,547-100%$255.8K———
Essex Financial Services, Inc.
N/A—1,521-1,521-100%$251.6K———
BNP Paribas Financial Markets
N/A—1,500-1,500-100%$248.1K———
IAM Advisory, LLC
N/A—1,463-1,463-100%$242.0K———
Regatta Research & Money Management
N/A—1,397-1,397-100%$231.0K———
Crux Wealth Advisors
N/A—1,384-1,384-100%$228.8K———
Envestnet Portfolio Solutions, Inc.
N/A—1,328-1,328-100%$219.7K———
Sharpepoint LLC
N/A—1,323-1,323-100%$218.8K———
Berkeley Capital Partners, LLC
N/A—1,284-1,284-100%$212.3K———
Forefront Wealth Partners, LLC
N/A—1,264-1,264-100%$209.0K———
Quantinno Capital Management LP
N/A—1,247-1,247-100%$206.2K———
Empower Advisory Group, LLC
N/A—1,240-1,240-100%$205.1K———
Centaurus Financial, Inc.
N/A—1,064-1,064-100%$176.0K———
SOA Wealth Advisors, Llc.
N/A—1,053-1,053-100%$174.2K———
Edmond de Rothschild Holding S.A.
N/A—1,000-1,000-100%$165.4K———
Graney & King, LLC
N/A—891-891-100%$147.3K———
Kerr Financial Planning Corp
N/A—853-853-100%$140.9K———
Beaird Harris Wealth Management, LLC
N/A—835-835-100%$138.1K———
JPMorgan Chase & Co
N/A—619-619-100%$99.6K———
Heritage Wealth Advisors
N/A—530-530-100%$87.7K———
Whittier Trust Co of Nevada Inc
N/A—485-485-100%$73.4K———
Huntington National Bank
N/A—424-424-100%$70.1K———
Private Wealth Asset Management, LLC
N/A—375-375-100%$62.0K———
Hollencrest Capital Management
N/A—349-349-100%$57.7K———
Banque Cantonale Vaudoise
N/A—331-331-100%$55.0K———
Atlantic Union Bankshares Corp
N/A—224-224-100%$37.0K———
Ancora Advisors LLCA
N/A—210-210-100%$34.7K———
HHM Wealth Advisors, LLC
N/A—205-205-100%$33.9K———
Capital Analysts, LLC
N/A—181-181-100%$30.0K———
Medallion Wealth Advisors, LLC
N/A—165-165-100%$27.3K———
Dunhill Financial, LLC
N/A—158-158-100%$26.1K———
Strategic Wealth Partners, Ltd.
N/A—145-145-100%$24.0K———
WealthShield Partners, LLC
N/A—132-132-100%$21.8K———
N.E.W. Advisory Services LLC
N/A—123-123-100%$20.3K———
Main Management LLC
N/A—120-120-100%$20.0K———
Luminist Capital LLC
N/A—105-105-100%$0———
Smartleaf Asset Management LLC
N/A—102-102-100%$16.4K———
Tower Research Capital LLC (TRC)
N/A—96-96-100%$15.9K———
Crewe Advisors LLC
N/A—94-94-100%$15.5K———
Tidemark, LLC
N/A—89-89-100%$14.8K———
Colonial Trust Advisors
N/A—80-80-100%$13.2K———
Aventura Private Wealth, LLC
N/A—76-76-100%$12.6K———
Bogart Wealth, LLC
N/A—75-75-100%$12.4K———
Bellevue Asset Management, LLC
N/A—75-75-100%$12.6K———
Strategic Investment Solutions, Inc.
N/A—60-60-100%$9.9K———
Hantz Financial Services, Inc.
N/A—56-56-100%$9———
Mcguire Capital Advisors Inc
N/A—53-53-100%$8.8K———
Sachetta, LLC
N/A—51-51-100%$8.5K———
Crews Bank & Trust
N/A—50-50-100%$8.3K———
IMA Advisory Services, Inc.
N/A—45-45-100%$7.4K———
ST Germain D J Co Inc
N/A—42-42-100%$6.9K———
Continuum Advisory, LLC
N/A—41-41-100%$6.8K———
Cordant, Inc.
N/A—30-30-100%$5.0K———
O'shaughnessy Asset Management, LLC
N/A—25-25-100%$4.1K———
Game Plan Financial Advisors, LLC
N/A—20-20-100%$3.3K———
Basepoint Wealth LLC
N/A—20-20-100%$3.3K———
Strive Financial Group,LLC
N/A—17-17-100%$2.8K———
CVA Family Office, LLC
N/A—5-5-100%$828———
Roble, Belko & Company, Inc
N/A—2-2-100%$0———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 623 of 623 institutions