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Fidelity Nasdaq Comp Indx (ONEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,214,097 from 1,197,809
Change+16,288 (+1%)
Value$128.5M (+$4.9M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares948,303 from 1,235,916
Change-287,613 (-23%)
Value$100.4M (-$27.2M)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares621,133 from 596,957
Change+24,176 (+4%)
Value$65.7M (+$4.1M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares587,051 from 535,717
Change+51,334 (+10%)
Value$62.1M (+$6.8M)
Filed 2026-11-02
Fisher Asset Management, LLC
DECREASED
Shares551,501 from 567,411
Change-15,910 (-3%)
Value$58.4M (-$197.4K)
Filed 2026-11-06
Lebenthal Global Advisors, LLC
DECREASED
Shares514,417 from 531,655
Change-17,238 (-3%)
Value$54.4M (-$431.6K)
Filed 2026-10-28
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares498,188 from 498,898
Change-710 (0%)
Value$52.7M (+$1.2M)
Filed 2026-11-05
TCP Asset Management, LLC
INCREASED
Shares311,824 from 308,626
Change+3,198 (+1%)
Value$33.4M (+$1.5M)
Filed 2026-10-14
LJI Wealth Management, LLC
INCREASED
Shares249,112 from 244,076
Change+5,036 (+2%)
Value$26.4M (+$1.2M)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares166,445 from 175,131
Change-8,686 (-5%)
Value$17.6M (-$460.5K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares162,206 from 157,168
Change+5,038 (+3%)
Value$17.2M (+$955.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares156,460 from 193,356
Change-36,896 (-19%)
Value$16.6M (-$3.4M)
Filed 2026-11-02
Smith Chas P & Associates PA Cpas
DECREASED
Shares127,110 from 139,495
Change-12,385 (-9%)
Value$13.1M (-$1.3M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares118,325 from 94,904
Change+23,421 (+25%)
Value$12.5M (+$2.7M)
Filed 2026-10-08
Focus Wealth Advisors, LLC
DECREASED
Shares111,023 from 114,078
Change-3,055 (-3%)
Value$11.8M (-$24.5K)
Filed 2026-10-14
jvl associates llc
DECREASED
Shares109,014 from 109,689
Change-675 (-1%)
Value$11.5M (+$215.9K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares108,121 from 103,381
Change+4,740 (+5%)
Value$11.6M (+$880.0K)
Filed 2026-10-13
Arkansas Financial Group, Inc.
DECREASED
Shares89,414 from 89,482
Change-68 (0%)
Value$9.5M (+$227.3K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
NEW
Shares82,869
Change+82,869
Value$8.8M
Filed 2026-10-16
Creative Planning
INCREASED
Shares77,675 from 72,654
Change+5,021 (+7%)
Value$8.2M (+$721.8K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares77,289 from 67,964
Change+9,325 (+14%)
Value$8.2M (+$1.2M)
Filed 2026-10-30
Portfolio Strategies, Inc.
INCREASED
Shares76,581 from 76,503
Change+78 (+0%)
Value$8.1M (+$208.6K)
Filed 2026-11-06
David Kennon Inc
DECREASED
Shares71,721 from 76,041
Change-4,320 (-6%)
Value$7.6M (-$258.0K)
Filed 2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares69,810 from 69,810
Change0 (0%)
Value$7.4M (+$7.4M)
Filed 2026-10-08
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares63,108 from 61,622
Change+1,486 (+2%)
Value$6.7M (+$318.7K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares59,660 from 81,887
Change-22,227 (-27%)
Value$6.3M (-$2.1M)
Filed 2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED
Shares58,593 from 58,588
Change+5 (+0%)
Value$6.2M (+$154.1K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares54,008 from 54,453
Change-445 (-1%)
Value$5.7M (+$95.6K)
Filed 2026-10-20
B&D White Capital Company, LLC
INCREASED
Shares53,515 from 53,460
Change+55 (+0%)
Value$5.7M (+$145.9K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares53,047 from 49,642
Change+3,405 (+7%)
Value$5.6M (+$490.4K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares52,955 from 50,568
Change+2,387 (+5%)
Value$5.6M (+$385.1K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares52,895 from 54,823
Change-1,928 (-4%)
Value$5.6M (-$60.3K)
Filed 2026-11-04
Cedar Point Capital Partners, LLC
DECREASED
Shares52,479 from 52,604
Change-125 (0%)
Value$5.6M (+$124.6K)
Filed 2026-10-29
Moors & Cabot, Inc.
DECREASED
Shares48,454 from 48,648
Change-194 (0%)
Value$5.1M (+$106.9K)
Filed 2026-11-06
KFA Private Wealth Group, LLC
INCREASED
Shares46,876 from 45,861
Change+1,015 (+2%)
Value$5.0M (+$227.6K)
Filed 2026-10-07
Strategic Blueprint, LLC
INCREASED
Shares46,585 from 46,183
Change+402 (+1%)
Value$4.9M (+$163.6K)
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares45,136 from 45,136
Change0 (0%)
Value$4.8M (+$118.3K)
Filed 2026-10-22
Keenan, LLC
DECREASED
Shares44,752 from 48,615
Change-3,863 (-8%)
Value$4.7M (-$281.5K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares42,972 from 31,109
Change+11,863 (+38%)
Value$4.5M (+$1.3M)
Filed 2026-10-14
Roxbury Financial LLC
INCREASED
Shares42,589 from 41,555
Change+1,034 (+2%)
Value$4.5M (+$218.4K)
Filed 2026-10-01
Secure Asset Management, LLC
INCREASED
Shares41,315 from 37,041
Change+4,274 (+12%)
Value$4.4M (+$549.4K)
Filed 2026-10-19
Focused Wealth Management, Inc
DECREASED
Shares39,522 from 39,718
Change-196 (0%)
Value$4.2M (+$83.4K)
Filed 2026-10-30
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares39,205 from 39,205
Change0 (0%)
Value$4.1M (+$102.7K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares36,598 from 36,319
Change+279 (+1%)
Value$3.9M (+$120.4K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares32,513 from 34,845
Change-2,332 (-7%)
Value$3.4M (-$155.5K)
Filed 2026-10-21
Synergy Asset Management, LLC
NEW
Shares30,710
Change+30,710
Value$3.3M
Filed 2026-11-05
CRA Financial Services, LLC
DECREASED
Shares28,382 from 28,399
Change-17 (0%)
Value$3.0M (+$72.5K)
Filed 2026-10-16
HWG Holdings LP
INCREASED
Shares27,441 from 24,394
Change+3,047 (+12%)
Value$2.9M (+$386.4K)
Filed 2026-10-08
Variant Private Wealth, LLC
DECREASED
Shares27,182 from 27,963
Change-781 (-3%)
Value$2.9M (-$9.4K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares26,192 from 26,192
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares25,958 from 26,975
Change-1,017 (-4%)
Value$2.7M (-$37.0K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares24,285 from 24,700
Change-415 (-2%)
Value$2.6M (+$20.8K)
Filed 2026-11-06
Destiny Wealth Partners, LLC
NEW
Shares22,850
Change+22,850
Value$2.3M
Filed 2026-11-05
Defined Wealth Management, LLC
UNCHANGED
Shares20,956 from 20,956
Change0 (0%)
Value$2.2M (+$54.9K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares19,846 from 20,083
Change-237 (-1%)
Value$2.1M (+$27.6K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares18,036 from 22,067
Change-4,031 (-18%)
Value$1.9M (-$368.7K)
Filed 2026-10-15
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares17,677 from 17,676
Change+1 (+0%)
Value$1.9M (+$46.4K)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares16,360 from 16,360
Change0 (0%)
Value$1.7M (+$42.9K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares15,101 from 15,674
Change-573 (-4%)
Value$1.6M (-$19.6K)
Filed 2026-11-02
Financial Partners Group, Inc
DECREASED
Shares15,015 from 15,025
Change-10 (0%)
Value$1.6M (+$38.3K)
Filed 2026-10-19
Fortune Financial Group, Inc.
DECREASED
Shares14,520 from 14,840
Change-320 (-2%)
Value$1.5M (+$5.0K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares13,807 from 13,903
Change-96 (-1%)
Value$1.5M (+$26.2K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares13,507 from 13,577
Change-70 (-1%)
Value$1.4M (+$28.2K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares13,256 from 7,587
Change+5,669 (+75%)
Value$1.4M (+$619.9K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares13,010 from 9,922
Change+3,088 (+31%)
Value$1.4M (+$349.8K)
Filed 2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED
Shares12,813 from 12,886
Change-73 (-1%)
Value$1.4M (+$26.1K)
Filed 2026-11-02
Flavin Financial Services, Inc.
DECREASED
Shares12,771 from 14,567
Change-1,796 (-12%)
Value$1.4M (-$152.0K)
Filed 2026-10-21
Clark Asset Management, LLC
INCREASED
Shares12,462 from 11,831
Change+631 (+5%)
Value$1.3M (+$97.8K)
Filed 2026-10-19
Carroll Advisory Group, LLC
DECREASED
Shares12,264 from 12,396
Change-132 (-1%)
Value$1.3M (+$18.4K)
Filed 2026-10-16
Avondale Wealth Management
INCREASED
Shares12,061 from 11,991
Change+70 (+1%)
Value$1.3M (+$38.8K)
Filed 2026-10-15
SteelPeak Wealth, LLC
DECREASED
Shares11,455 from 11,539
Change-84 (-1%)
Value$1.2M (+$21.3K)
Filed 2026-10-16
Sowell Financial Services LLC
UNCHANGED
Shares11,370 from 11,370
Change0 (0%)
Value$1.2M (+$29.8K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares11,177 from 11,402
Change-225 (-2%)
Value$1.2M (+$6.1K)
Filed 2026-10-22
Park Avenue Securities LLC
UNCHANGED
Shares11,172 from 11,172
Change0 (0%)
Value$1.2M (+$29.0K)
Filed 2026-10-26
Eagle Strategies LLC
INCREASED
Shares11,142 from 11,141
Change+1 (+0%)
Value$1.2M (+$29.3K)
Filed 2026-10-16
Paragon Capital Management Inc
INCREASED
Shares10,911 from 10,566
Change+345 (+3%)
Value$1.2M (+$64.2K)
Filed 2026-10-15
Ridgewood Investments LLC
DECREASED
Shares10,910 from 11,102
Change-192 (-2%)
Value$1.2M (+$8.8K)
Filed 2026-10-05
Islay Capital Management, LLC
DECREASED
Shares10,870 from 13,844
Change-2,974 (-21%)
Value$1.2M (-$278.5K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
INCREASED
Shares10,870 from 10,862
Change+8 (+0%)
Value$1.2M (+$29.3K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares10,760 from 7,111
Change+3,649 (+51%)
Value$1.1M (+$404.8K)
Filed 2026-10-23
Sterling Investment Counsel, LLC
UNCHANGED
Shares10,462 from 10,462
Change0 (0%)
Value$1.1M (+$27.4K)
Filed 2026-10-19
Mather Group, Llc.
UNCHANGED
Shares10,303 from 10,303
Change0 (0%)
Value$1.1M (+$27.0K)
Filed 2026-10-14
Basso Capital Management, L.P.
INCREASED
Shares10,289 from 9,910
Change+379 (+4%)
Value$1.1M (+$66.1K)
Filed 2026-10-30
HUB Investment Partners, LLC
DECREASED
Shares10,100 from 11,547
Change-1,447 (-13%)
Value$1.1M (-$122.9K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares10,002 from 10,380
Change-378 (-4%)
Value$1.0M (-$68.8K)
Filed 2026-11-04
Third View Private Wealth, LLC
UNCHANGED
Shares10,002 from 10,002
Change0 (0%)
Value$1.1M (+$26.2K)
Filed 2026-10-30
KCM Investment Advisors LLC
UNCHANGED
Shares9,967 from 9,967
Change0 (0%)
Value$1.1M (+$26.1K)
Filed 2026-10-27
Calamos Wealth Management LLC
INCREASED
Shares9,540 from 9,090
Change+450 (+5%)
Value$1.0M (+$71.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
UNCHANGED
Shares9,247 from 9,247
Change0 (0%)
Value$978.7K (+$24.2K)
Filed 2026-11-06
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares9,230 from 9,230
Change0 (0%)
Value$976.9K (+$24.2K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares9,197 from 9,125
Change+72 (+1%)
Value$973.4K (+$31.5K)
Filed 2026-10-23
Greenhouse Wealth Management, LLC
UNCHANGED
Shares8,130 from 8,130
Change0 (0%)
Value$858.0K (+$31.5K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares8,006 from 8,890
Change-884 (-10%)
Value$826.1K (-$45.2K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares7,990 from 8,045
Change-55 (-1%)
Value$845.7K (+$15.2K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
INCREASED
Shares7,766 from 7,428
Change+338 (+5%)
Value$821.9K (+$55.2K)
Filed 2026-11-06
Vontobel Holding Ltd.
DECREASED
Shares7,677 from 8,327
Change-650 (-8%)
Value$812.5K (-$47.0K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
DECREASED
Shares7,437 from 7,512
Change-75 (-1%)
Value$787.1K (+$11.8K)
Filed 2026-11-04
Modera Wealth Management, LLC
INCREASED
Shares7,305 from 7,265
Change+40 (+1%)
Value$773.1K (+$23.3K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
NEW
Shares7,220
Change+7,220
Value$764.1K
Filed 2026-10-16
Facet Wealth, Inc.
INCREASED
Shares7,075 from 5,620
Change+1,455 (+26%)
Value$748.8K (+$168.7K)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares6,908 from 6,601
Change+307 (+5%)
Value$731.1K (+$49.8K)
Filed 2026-11-03
Howard Wealth Management, LLC
DECREASED
Shares6,841 from 6,851
Change-10 (0%)
Value$724.1K (+$16.9K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares6,718 from 2,795
Change+3,923 (+140%)
Value$711.1K (+$422.5K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
UNCHANGED
Shares6,650 from 6,650
Change0 (0%)
Value$703.8K (+$17.4K)
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares6,441 from 235,512
Change-229,071 (-97%)
Value$681.7K (-$23.6M)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares6,106 from 2,892
Change+3,214 (+111%)
Value$646.2K (+$400.6K)
Filed 2026-10-13
Oasis Advisors, LLC
NEW
Shares6,091
Change+6,091
Value$644.7K
Filed 2026-10-16
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares5,861 from 5,861
Change0 (0%)
Value$620.3K (+$15.4K)
Filed 2026-10-08
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares5,770 from 5,833
Change-63 (-1%)
Value$610.7K (+$8.6K)
Filed 2026-10-14
JB Capital LLC
INCREASED
Shares5,689 from 5,594
Change+95 (+2%)
Value$602.1K (+$24.7K)
Filed 2026-10-19
Catalyst Financial Partners LLC
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$597.7K (+$14.8K)
Filed 2026-11-06
Rachor Investment Advisory Services, LLC
INCREASED
Shares5,601 from 5,525
Change+76 (+1%)
Value$592.8K (+$22.5K)
Filed 2026-10-29
Sanchez Gaunt Capital Management, LLC
UNCHANGED
Shares5,525 from 5,525
Change0 (0%)
Value$584.8K (+$14.5K)
Filed 2026-11-03
Landmark Wealth Management, LLC
DECREASED
Shares5,465 from 5,513
Change-48 (-1%)
Value$578.5K (+$9.4K)
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares5,342 from 5,342
Change0 (0%)
Value$565.4K (+$14.0K)
Filed 2026-10-16
Brighton Jones LLC
DECREASED
Shares5,288 from 9,669
Change-4,381 (-45%)
Value$559.7K (-$438.3K)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares5,168 from 5,497
Change-329 (-6%)
Value$547.0K (-$20.4K)
Filed 2026-11-05
Tenret Co LLC
NEW
Shares5,000
Change+5,000
Value$529.2K
Filed 2026-11-02
Aufman Associates Inc
INCREASED
Shares4,974 from 4,969
Change+5 (+0%)
Value$526.4K (+$13.5K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares4,968 from 3,915
Change+1,053 (+27%)
Value$525.8K (+$121.7K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,869 from 4,844
Change+25 (+1%)
Value$515.3K (+$15.3K)
Filed 2026-10-27
Indivisible Partners
DECREASED
Shares4,794 from 62,543
Change-57,749 (-92%)
Value$507.4K (-$5.9M)
Filed 2026-10-26
New England Private Wealth Advisors LLC
NEW
Shares4,700
Change+4,700
Value$497.4K
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares4,629 from 4,106
Change+523 (+13%)
Value$489.9K (+$66.1K)
Filed 2026-11-05
Accredited Investors Inc.
INCREASED
Shares4,613 from 4,600
Change+13 (+0%)
Value$488.2K (+$13.4K)
Filed 2026-11-03
Ironwood Financial, llc
UNCHANGED
Shares4,603 from 4,603
Change0 (0%)
Value$487.2K (+$18.1K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares4,578 from 2,476
Change+2,102 (+85%)
Value$484.6K (+$229.0K)
Filed 2026-11-05
Seamount Financial Group Inc
INCREASED
Shares4,524 from 4,343
Change+181 (+4%)
Value$478.9K (+$30.6K)
Filed 2026-10-21
Woodard & Co Asset Management Group Inc
INCREASED
Shares4,394 from 4,119
Change+275 (+7%)
Value$465.1K (+$40.0K)
Filed 2026-11-03
Level Four Advisory Services, LLC
NEW
Shares4,385
Change+4,385
Value$464.1K
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,357 from 4,619
Change-262 (-6%)
Value$461.1K (-$15.6K)
Filed 2026-10-23
Eddie Patel Inc
INCREASED
Shares4,094 from 3,554
Change+540 (+15%)
Value$433.3K (+$66.5K)
Filed 2026-11-02
Root Financial Partners, LLC
UNCHANGED
Shares4,023 from 4,023
Change0 (0%)
Value$425.8K (+$10.5K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
NEW
Shares3,986
Change+3,986
Value$421.9K
Filed 2026-11-03
Albion Financial Group
INCREASED
Shares3,942 from 3,852
Change+90 (+2%)
Value$417.2K (+$19.6K)
Filed 2026-10-21
Bailard, Inc.
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$415.4K (+$10.3K)
Filed 2026-10-13
Davidson Kahn Capital Management, LLC
INCREASED
Shares3,799 from 3,798
Change+1 (+0%)
Value$402.1K (+$10.1K)
Filed 2026-10-26
Tiller Private Wealth, Inc.
UNCHANGED
Shares3,737 from 3,737
Change0 (0%)
Value$395.5K (+$9.8K)
Filed 2026-10-26
Bath Savings Trust Co
UNCHANGED
Shares3,736 from 3,736
Change0 (0%)
Value$395.4K (+$9.8K)
Filed 2026-10-07
TD Waterhouse Canada Inc.
INCREASED
Shares3,723 from 3,233
Change+490 (+15%)
Value$413.9K (+$82.4K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares3,702 from 3,701
Change+1 (+0%)
Value$391.8K (+$9.8K)
Filed 2026-10-14
Covenant Asset Management, LLC
UNCHANGED
Shares3,670 from 3,670
Change0 (0%)
Value$388.4K (+$9.6K)
Filed 2026-10-14
Soltis Investment Advisors LLC
NEW
Shares3,567
Change+3,567
Value$377.6K
Filed 2026-10-28
Certified Advisory Corp
DECREASED
Shares3,529 from 3,868
Change-339 (-9%)
Value$373.5K (-$25.7K)
Filed 2026-10-29
Legacy Advisory Services, LLC
DECREASED
Shares3,466 from 3,656
Change-190 (-5%)
Value$366.8K (-$10.5K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares3,441 from 3,439
Change+2 (+0%)
Value$364.2K (+$9.2K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares3,414 from 2,200
Change+1,214 (+55%)
Value$361.3K (+$134.3K)
Filed 2026-10-08
Leo Wealth, LLC
NEW
Shares3,387
Change+3,387
Value$358.5K
Filed 2026-10-26
Traynor Capital Management, Inc.
DECREASED
Shares3,362 from 3,506
Change-144 (-4%)
Value$355.9K (-$6.1K)
Filed 2026-10-29
Midwest Trust Co
DECREASED
Shares3,352 from 3,382
Change-30 (-1%)
Value$354.8K (+$5.7K)
Filed 2026-10-22
Greenup Street Wealth Management LLC
NEW
Shares3,349
Change+3,349
Value$354.5K
Filed 2026-10-28
Auour Investments LLC
UNCHANGED
Shares3,330 from 3,330
Change0 (0%)
Value$352.4K (+$8.7K)
Filed 2026-10-28
Key FInancial Inc
INCREASED
Shares3,308 from 3,143
Change+165 (+5%)
Value$350.1K (+$25.7K)
Filed 2026-11-02
Verity Asset Management, Inc.
INCREASED
Shares3,256 from 3,067
Change+189 (+6%)
Value$344.6K (+$28.2K)
Filed 2026-10-30
LEE Danner & Bass Inc
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$344.0K (+$8.5K)
Filed 2026-10-27
Selective Wealth Management, Inc.
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$334.6K (+$15.3K)
Filed 2026-10-16
Andina Capital Management, LLC
UNCHANGED
Shares3,152 from 3,152
Change0 (0%)
Value$333.6K (+$8.3K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
NEW
Shares3,122
Change+3,122
Value$330.4K
Filed 2026-10-13
Cornerstone Wealth Group, LLC
DECREASED
Shares3,119 from 3,496
Change-377 (-11%)
Value$330.1K (-$30.7K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares3,081 from 3,081
Change0 (0%)
Value$326.1K (+$8.1K)
Filed 2026-10-30
SP Asset Management LLC
INCREASED
Shares3,010 from 3,007
Change+3 (+0%)
Value$318.6K (+$8.2K)
Filed 2026-11-05
Sound Income Strategies, LLC
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$317.7K (+$11.6K)
Filed 2026-10-09
Compound Planning, Inc.
UNCHANGED
Shares2,909 from 2,909
Change0 (0%)
Value$307.9K (+$7.6K)
Filed 2026-11-05
Grandview Asset Management LLC
DECREASED
Shares2,898 from 7,084
Change-4,186 (-59%)
Value$306.8K (-$424.4K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares2,830 from 2,839
Change-9 (0%)
Value$299.6K (+$6.5K)
Filed 2026-10-21
Maia Wealth LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$293.2K (+$7.3K)
Filed 2026-10-19
Hengehold Capital Management LLC
DECREASED
Shares2,729 from 2,927
Change-198 (-7%)
Value$288.9K (-$13.2K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares2,717 from 2,715
Change+2 (+0%)
Value$287.6K (+$7.3K)
Filed 2026-10-23
Langley Wealth Management, LLC
INCREASED
Shares2,688 from 2,686
Change+2 (+0%)
Value$284.5K (+$7.3K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares2,673 from 2,672
Change+1 (+0%)
Value$282.9K (+$7.0K)
Filed 2026-10-15
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares2,671 from 2,671
Change0 (0%)
Value$282.7K (+$7.0K)
Filed 2026-10-09
Roberts Financial Services LLC
INCREASED
Shares2,624 from 2,622
Change+2 (+0%)
Value$277.8K (+$7.1K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares2,615 from 1,727
Change+888 (+51%)
Value$276.8K (+$98.5K)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares2,612 from 21
Change+2,591 (+12338%)
Value$276.4K (+$274.3K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares2,609 from 2,461
Change+148 (+6%)
Value$276.2K (+$22.1K)
Filed 2026-10-08
TBH Global Asset Management, LLC
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$275.3K (+$6.8K)
Filed 2026-11-03
Foronjy Financial LLC
DECREASED
Shares2,577 from 2,726
Change-149 (-5%)
Value$272.8K (-$8.6K)
Filed 2026-10-14
Inscription Capital, LLC
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$271.8K (+$6.8K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$270.3K (+$6.7K)
Filed 2026-11-04
Annex Advisory Services, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$264.6K (+$6.6K)
Filed 2026-10-16
Howard Financial Services, Ltd.
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$256.1K (+$6.3K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares2,381 from 2,381
Change0 (0%)
Value$252.0K (+$6.2K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares2,367 from 2,328
Change+39 (+2%)
Value$250.5K (+$10.2K)
Filed 2026-10-30
Arista Wealth Management, LLC
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$247.6K (+$6.1K)
Filed 2026-10-29
Diversified Enterprises, LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$246.6K (+$6.1K)
Filed 2026-10-19
Gamma Investing LLC
UNCHANGED
Shares2,307 from 2,307
Change0 (0%)
Value$244.2K (+$6.0K)
Filed 2026-10-08
LVM Capital Management LTD
UNCHANGED
Shares2,281 from 2,281
Change0 (0%)
Value$241.4K (+$241.2K)
Filed 2026-10-20
Gemmer Asset Management LLC
NEW
Shares2,273
Change+2,273
Value$240.6K
Filed 2026-10-16
Southland Equity Partners LLC
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$240.0K (+$5.9K)
Filed 2026-10-14
Northbridge Financial Group, LLC
INCREASED
Shares2,249 from 2,247
Change+2 (+0%)
Value$244.6K (+$12.7K)
Filed 2026-11-05
Capital Investment Advisors, LLC
INCREASED
Shares2,204 from 1,990
Change+214 (+11%)
Value$233.3K (+$27.9K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,180 from 2,145
Change+35 (+2%)
Value$230.8K (+$9.3K)
Filed 2026-10-16
Family Investment Center, Inc.
INCREASED
Shares2,153 from 2,152
Change+1 (+0%)
Value$227.9K (+$5.7K)
Filed 2026-10-19
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares2,146 from 2,146
Change0 (0%)
Value$227.1K (+$5.6K)
Filed 2026-10-22
Smart Wealth LLC
NEW
Shares2,105
Change+2,105
Value$222.8K
Filed 2026-11-04
Berman McAleer LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$220.1K (+$5.4K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
NEW
Shares2,028
Change+2,028
Value$214.6K
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$206.4K ($0)
Filed 2026-10-22
SevenBridge Financial Group, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$208.3K (-$2.1K)
Filed 2026-10-26
CPR Investments Inc.
NEW
Shares1,964
Change+1,964
Value$207.8K
Filed 2026-10-26
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares1,954 from 1,954
Change0 (0%)
Value$206.8K (+$5.1K)
Filed 2026-11-06
JGP Wealth Management, LLC
INCREASED
Shares1,942 from 1,940
Change+2 (+0%)
Value$205.5K (+$5.3K)
Filed 2026-10-13
Tanager Wealth Management LLP
NEW
Shares1,902
Change+1,902
Value$201.3K
Filed 2026-10-19
Ascent Wealth Partners, LLC
NEW
Shares1,900
Change+1,900
Value$201.1K
Filed 2026-10-23
TopTier Wealth Management, LLC
NEW
Shares1,892
Change+1,892
Value$200.3K
Filed 2026-10-16
Lake Street Private Wealth, LLC
NEW
Shares1,892
Change+1,892
Value$200.3K
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares1,892 from 2,233
Change-341 (-15%)
Value$200.3K (-$30.2K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares1,856 from 663
Change+1,193 (+180%)
Value$191.6K (+$123.2K)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares1,843 from 2,022
Change-179 (-9%)
Value$195.1K (-$16.8K)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$190.5K (+$4.7K)
Filed 2026-11-02
Hickory Point Bank & Trust
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$153.5K (+$3.8K)
Filed 2026-10-01
Creative Financial Designs Inc
INCREASED
Shares1,090 from 1,037
Change+53 (+5%)
Value$115.4K (+$8.4K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares1,031 from 1,030
Change+1 (+0%)
Value$109.1K (+$2.8K)
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares1,001 from 941
Change+60 (+6%)
Value$106.0K (+$8.8K)
Filed 2026-10-26
Main Street Group, LTD
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$104.3K (+$2.6K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares973 from 1,354
Change-381 (-28%)
Value$103.0K (-$36.8K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$102.0K (+$101.9K)
Filed 2026-10-27
Investors Research Corp
INCREASED
Shares952 from 370
Change+582 (+157%)
Value$100.8K (+$62.6K)
Filed 2026-10-07
Kozak & Associates, Inc.
INCREASED
Shares911 from 910
Change+1 (+0%)
Value$95.4K (+$2.0K)
Filed 2026-10-29
New England Capital Financial Advisors LLC
NEW
Shares900
Change+900
Value$95.3K
Filed 2026-11-03
RMG Wealth Management LLC
NEW
Shares890
Change+890
Value$91.2K
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$94.2K (+$2.3K)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$78.3K (+$1.9K)
Filed 2026-11-05
IFS Advisors, LLC
NEW
Shares710
Change+710
Value$75.2K
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares700 from 660
Change+40 (+6%)
Value$74.1K (+$6.0K)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares645 from 421
Change+224 (+53%)
Value$68.3K (+$24.8K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares634
Change+634
Value$67.1K
Filed 2026-11-05
Networth Advisors, LLC
DECREASED
Shares506 from 533
Change-27 (-5%)
Value$53.5K (-$1.4K)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$51.9K (+$1.3K)
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares476 from 491
Change-15 (-3%)
Value$50.4K (-$250)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares421
Change+421
Value$44.6K
Filed 2026-10-27
Country Trust Bank
DECREASED
Shares379 from 1,000
Change-621 (-62%)
Value$40.1K (-$63.1K)
Filed 2026-10-30
Montgomery Financial Services LLC
DECREASED
Shares325 from 345
Change-20 (-6%)
Value$34.4K (-$1.2K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$29.6K (+$734)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$28.9K (+$1.2K)
Filed 2026-10-09
Evolution Wealth Management Inc.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$26.9K (+$665)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$22.0K (+$545)
Filed 2026-11-02
High Point Wealth Management, LLC
INCREASED
Shares205 from 204
Change+1 (+0%)
Value$21.6K (+$558)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$18.9K (+$468)
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$16.9K (+$419)
Filed 2026-10-06
Fairway Wealth LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$15.2K (+$377)
Filed 2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$14.8K (+$367)
Filed 2026-10-09
Rossby Financial, LCC
NEW
Shares126
Change+126
Value$13.3K
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$11.3K (+$280)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.6K (+$262)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares80 from 73
Change+7 (+10%)
Value$8.5K (+$949)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares70 from 260
Change-190 (-73%)
Value$7.4K (-$19.4K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares60 from 379
Change-319 (-84%)
Value$6.4K (-$32.8K)
Filed 2026-10-23
Financial Consulate, Inc
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$6.2K (+$159)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.3K (+$131)
Filed 2026-10-22
Financial Freedom, LLC
NEW
Shares48
Change+48
Value$5.1K
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares40
Change+40
Value$4.2K
Filed 2026-10-27
Horrell Capital Management, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.2K (+$105)
Filed 2026-10-08
IMG Wealth Management, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.6K (+$65)
Filed 2026-10-27
Financial Perspectives, Inc
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.5K (+$63)
Filed 2026-11-03
Mosley Wealth Management
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.5K (+$28)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares11
Change+11
Value$1.2K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares11
Change+11
Value$1.2K
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.1K (+$26)
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.1K (+$28)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$953
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$741 (+$18)
Filed 2026-11-05
Citigroup Inc
NEW
Shares1
Change+1
Value$106
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares0
Change0
Value$16
Filed 2026-10-27
RiverTree Advisors, LLC
CLOSED
Shares0 from 11,827
Change-11,827 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-13
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 5,200
Change-5,200 (-100%)
Value$0 (-$536.7K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 4,540
Change-4,540 (-100%)
Value$0 (-$468.7K)
Filed 2026-10-08
Gimbal Financial
CLOSED
Shares0 from 4,370
Change-4,370 (-100%)
Value$0 (-$451.1K)
Filed 2026-10-19
Integrity Alliance, Llc.
CLOSED
Shares0 from 2,368
Change-2,368 (-100%)
Value$0 (-$244.5K)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
CLOSED
Shares0 from 2,116
Change-2,116 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-14
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,688
Change-1,688 (-100%)
Value$0 (-$174.2K)
Filed 2026-10-13
Private Wealth Management Group, LLC
CLOSED
Shares0 from 602
Change-602 (-100%)
Value$0 (-$62.1K)
Filed 2026-10-19
Schuylkill Financial LLC
CLOSED
Shares0 from 477
Change-477 (-100%)
Value$0 (-$49.2K)
Filed 2026-10-21
Lanark Financial, Inc.
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$14.7K)
Filed 2026-11-05
Quaker Wealth Management, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-15
GoalVest Advisory LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-02
Concord Wealth Partners
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-20
FMR LLC
N/A
Shares— from 1,665,418
Change-1,665,418 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 1,298,000
Change-1,298,000 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 711,227
Change-711,227 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 612,901
Change-612,901 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 452,346
Change-452,346 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 376,844
Change-376,844 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 336,656
Change-336,656 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 297,741
Change-297,741 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 253,291
Change-253,291 (-100%)
Value—
UBS Group AG
N/A
Shares— from 244,428
Change-244,428 (-100%)
Value—
EQ LLC
N/A
Shares— from 210,859
Change-210,859 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 164,739
Change-164,739 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 161,862
Change-161,862 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 154,526
Change-154,526 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 143,803
Change-143,803 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 137,538
Change-137,538 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 118,112
Change-118,112 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 116,350
Change-116,350 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 116,093
Change-116,093 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 110,420
Change-110,420 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 110,067
Change-110,067 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 108,589
Change-108,589 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 108,042
Change-108,042 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 101,314
Change-101,314 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 90,374
Change-90,374 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 87,690
Change-87,690 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 85,475
Change-85,475 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 78,381
Change-78,381 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 77,417
Change-77,417 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 76,126
Change-76,126 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 75,413
Change-75,413 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 74,850
Change-74,850 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 65,305
Change-65,305 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 62,983
Change-62,983 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 58,600
Change-58,600 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 57,783
Change-57,783 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 53,629
Change-53,629 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,382
Change-51,382 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,950
Change-50,950 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 48,953
Change-48,953 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 47,044
Change-47,044 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 45,863
Change-45,863 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 45,808
Change-45,808 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 41,723
Change-41,723 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 39,506
Change-39,506 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 38,389
Change-38,389 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 37,417
Change-37,417 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 36,377
Change-36,377 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 36,330
Change-36,330 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 35,529
Change-35,529 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 34,205
Change-34,205 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 33,319
Change-33,319 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 29,976
Change-29,976 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 29,153
Change-29,153 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,655
Change-28,655 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 28,063
Change-28,063 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 26,782
Change-26,782 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 25,981
Change-25,981 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 25,224
Change-25,224 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 23,722
Change-23,722 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 23,458
Change-23,458 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 23,038
Change-23,038 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 22,445
Change-22,445 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,553
Change-21,553 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,418
Change-20,418 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,315
Change-19,315 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,093
Change-19,093 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 19,079
Change-19,079 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,908
Change-18,908 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 18,720
Change-18,720 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 17,334
Change-17,334 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,581
Change-16,581 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 16,240
Change-16,240 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,601
Change-15,601 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,188
Change-15,188 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,840
Change-14,840 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,810
Change-12,810 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,685
Change-11,685 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,599
Change-11,599 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 11,452
Change-11,452 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,793
Change-9,793 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,103
Change-9,103 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 8,491
Change-8,491 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,225
Change-8,225 (-100%)
Value—
&partners
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 7,502
Change-7,502 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 7,249
Change-7,249 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 676
Change-676 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 600
Change-600 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 530
Change-530 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 514
Change-514 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 188
Change-188 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 17
Change-17 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,214,0971,197,809+16,288+1%$123.6M$128.5M+$4.9M2026-11-06
Commonwealth Equity Services, LLC
DECREASED948,3031,235,916-287,613-23%$127.6M$100.4M-$27.2M2026-11-02
Heck Capital Advisors, LLC
INCREASED621,133596,957+24,176+4%$61.6M$65.7M+$4.1M2026-10-14
Kestra Advisory Services, LLC
INCREASED587,051535,717+51,334+10%$55.3M$62.1M+$6.8M2026-11-02
Fisher Asset Management, LLC
DECREASED551,501567,411-15,910-3%$58.6M$58.4M-$197.4K2026-11-06
Lebenthal Global Advisors, LLC
DECREASED514,417531,655-17,238-3%$54.9M$54.4M-$431.6K2026-10-28
Analyst IMS Investment Management Services Ltd.
DECREASED498,188498,898-7100%$51.5M$52.7M+$1.2M2026-11-05
TCP Asset Management, LLC
INCREASED311,824308,626+3,198+1%$31.9M$33.4M+$1.5M2026-10-14
LJI Wealth Management, LLC
INCREASED249,112244,076+5,036+2%$25.2M$26.4M+$1.2M2026-10-28
Commonwealth Financial Services, LLC
DECREASED166,445175,131-8,686-5%$18.1M$17.6M-$460.5K2026-10-20
Thrivent Financial for Lutherans
INCREASED162,206157,168+5,038+3%$16.2M$17.2M+$955.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED156,460193,356-36,896-19%$20.0M$16.6M-$3.4M2026-11-02
Smith Chas P & Associates PA Cpas
DECREASED127,110139,495-12,385-9%$14.4M$13.1M-$1.3M2026-10-22
Farther Finance Advisors, LLC
INCREASED118,32594,904+23,421+25%$9.8M$12.5M+$2.7M2026-10-08
Focus Wealth Advisors, LLC
DECREASED111,023114,078-3,055-3%$11.8M$11.8M-$24.5K2026-10-14
jvl associates llc
DECREASED109,014109,689-675-1%$11.3M$11.5M+$215.9K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED108,121103,381+4,740+5%$10.7M$11.6M+$880.0K2026-10-13
Arkansas Financial Group, Inc.
DECREASED89,41489,482-680%$9.2M$9.5M+$227.3K2026-10-26
Concurrent Investment Advisors, LLC
NEW82,869—+82,869——$8.8M—2026-10-16
Creative Planning
INCREASED77,67572,654+5,021+7%$7.5M$8.2M+$721.8K2026-11-02
Spire Wealth Management
INCREASED77,28967,964+9,325+14%$7.0M$8.2M+$1.2M2026-10-30
Portfolio Strategies, Inc.
INCREASED76,58176,503+78+0%$7.9M$8.1M+$208.6K2026-11-06
David Kennon Inc
DECREASED71,72176,041-4,320-6%$7.8M$7.6M-$258.0K2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED69,81069,81000%$7.2K$7.4M+$7.4M2026-10-08
Hubbell Strickland Wealth Management, LLC
INCREASED63,10861,622+1,486+2%$6.4M$6.7M+$318.7K2026-10-29
Sigma Planning Corp
DECREASED59,66081,887-22,227-27%$8.5M$6.3M-$2.1M2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED58,59358,588+5+0%$6.0M$6.2M+$154.1K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED54,00854,453-445-1%$5.6M$5.7M+$95.6K2026-10-20
B&D White Capital Company, LLC
INCREASED53,51553,460+55+0%$5.5M$5.7M+$145.9K2026-11-02
Money Concepts Capital Corp
INCREASED53,04749,642+3,405+7%$5.1M$5.6M+$490.4K2026-11-06
Lido Advisors, LLC
INCREASED52,95550,568+2,387+5%$5.2M$5.6M+$385.1K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED52,89554,823-1,928-4%$5.7M$5.6M-$60.3K2026-11-04
Cedar Point Capital Partners, LLC
DECREASED52,47952,604-1250%$5.4M$5.6M+$124.6K2026-10-29
Moors & Cabot, Inc.
DECREASED48,45448,648-1940%$5.0M$5.1M+$106.9K2026-11-06
KFA Private Wealth Group, LLC
INCREASED46,87645,861+1,015+2%$4.7M$5.0M+$227.6K2026-10-07
Strategic Blueprint, LLC
INCREASED46,58546,183+402+1%$4.8M$4.9M+$163.6K2026-10-22
Pacific Capital Wealth Advisors, Inc.
UNCHANGED45,13645,13600%$4.7M$4.8M+$118.3K2026-10-22
Keenan, LLC
DECREASED44,75248,615-3,863-8%$5.0M$4.7M-$281.5K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED42,97231,109+11,863+38%$3.2M$4.5M+$1.3M2026-10-14
Roxbury Financial LLC
INCREASED42,58941,555+1,034+2%$4.3M$4.5M+$218.4K2026-10-01
Secure Asset Management, LLC
INCREASED41,31537,041+4,274+12%$3.8M$4.4M+$549.4K2026-10-19
Focused Wealth Management, Inc
DECREASED39,52239,718-1960%$4.1M$4.2M+$83.4K2026-10-30
Blue Zone Wealth Advisors, LLC
UNCHANGED39,20539,20500%$4.0M$4.1M+$102.7K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED36,59836,319+279+1%$3.7M$3.9M+$120.4K2026-10-30
Axxcess Wealth Management, LLC
DECREASED32,51334,845-2,332-7%$3.6M$3.4M-$155.5K2026-10-21
Synergy Asset Management, LLC
NEW30,710—+30,710——$3.3M—2026-11-05
CRA Financial Services, LLC
DECREASED28,38228,399-170%$2.9M$3.0M+$72.5K2026-10-16
HWG Holdings LP
INCREASED27,44124,394+3,047+12%$2.5M$2.9M+$386.4K2026-10-08
Variant Private Wealth, LLC
DECREASED27,18227,963-781-3%$2.9M$2.9M-$9.4K2026-10-21
PKS Advisory Services, LLC
UNCHANGED26,19226,19200%$2.7M$2.7M$02026-10-26
IFP Advisors, Inc
DECREASED25,95826,975-1,017-4%$2.8M$2.7M-$37.0K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED24,28524,700-415-2%$2.5M$2.6M+$20.8K2026-11-06
Destiny Wealth Partners, LLC
NEW22,850—+22,850——$2.3M—2026-11-05
Defined Wealth Management, LLC
UNCHANGED20,95620,95600%$2.2M$2.2M+$54.9K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED19,84620,083-237-1%$2.1M$2.1M+$27.6K2026-11-05
Mission Wealth Management, LP
DECREASED18,03622,067-4,031-18%$2.3M$1.9M-$368.7K2026-10-15
Higgins & Schmidt Wealth Strategies LLC
INCREASED17,67717,676+1+0%$1.8M$1.9M+$46.4K2026-10-26
Hilltop National Bank
UNCHANGED16,36016,36000%$1.7M$1.7M+$42.9K2026-10-14
Lloyd Advisory Services, Llc.
DECREASED15,10115,674-573-4%$1.6M$1.6M-$19.6K2026-11-02
Financial Partners Group, Inc
DECREASED15,01515,025-100%$1.6M$1.6M+$38.3K2026-10-19
Fortune Financial Group, Inc.
DECREASED14,52014,840-320-2%$1.5M$1.5M+$5.0K2026-10-22
Parallel Advisors, LLC
DECREASED13,80713,903-96-1%$1.4M$1.5M+$26.2K2026-11-03
PNC Financial Services Group, Inc.
DECREASED13,50713,577-70-1%$1.4M$1.4M+$28.2K2026-11-06
Merit Financial Group, LLC
INCREASED13,2567,587+5,669+75%$783.1K$1.4M+$619.9K2026-11-06
Savant Capital, LLC
INCREASED13,0109,922+3,088+31%$1.0M$1.4M+$349.8K2026-11-06
Ullmann Wealth Partners Group, LLC
DECREASED12,81312,886-73-1%$1.3M$1.4M+$26.1K2026-11-02
Flavin Financial Services, Inc.
DECREASED12,77114,567-1,796-12%$1.5M$1.4M-$152.0K2026-10-21
Clark Asset Management, LLC
INCREASED12,46211,831+631+5%$1.2M$1.3M+$97.8K2026-10-19
Carroll Advisory Group, LLC
DECREASED12,26412,396-132-1%$1.3M$1.3M+$18.4K2026-10-16
Avondale Wealth Management
INCREASED12,06111,991+70+1%$1.2M$1.3M+$38.8K2026-10-15
SteelPeak Wealth, LLC
DECREASED11,45511,539-84-1%$1.2M$1.2M+$21.3K2026-10-16
Sowell Financial Services LLC
UNCHANGED11,37011,37000%$1.2M$1.2M+$29.8K2026-10-23
Brookstone Capital Management
DECREASED11,17711,402-225-2%$1.2M$1.2M+$6.1K2026-10-22
Park Avenue Securities LLC
UNCHANGED11,17211,17200%$1.2M$1.2M+$29.0K2026-10-26
Eagle Strategies LLC
INCREASED11,14211,141+1+0%$1.1M$1.2M+$29.3K2026-10-16
Paragon Capital Management Inc
INCREASED10,91110,566+345+3%$1.1M$1.2M+$64.2K2026-10-15
Ridgewood Investments LLC
DECREASED10,91011,102-192-2%$1.1M$1.2M+$8.8K2026-10-05
Islay Capital Management, LLC
DECREASED10,87013,844-2,974-21%$1.4M$1.2M-$278.5K2026-10-20
Tradewinds Capital Management, LLC
INCREASED10,87010,862+8+0%$1.1M$1.2M+$29.3K2026-10-23
Samalin Investment Counsel, LLC
INCREASED10,7607,111+3,649+51%$734.0K$1.1M+$404.8K2026-10-23
Sterling Investment Counsel, LLC
UNCHANGED10,46210,46200%$1.1M$1.1M+$27.4K2026-10-19
Mather Group, Llc.
UNCHANGED10,30310,30300%$1.1M$1.1M+$27.0K2026-10-14
Basso Capital Management, L.P.
INCREASED10,2899,910+379+4%$1.0M$1.1M+$66.1K2026-10-30
HUB Investment Partners, LLC
DECREASED10,10011,547-1,447-13%$1.2M$1.1M-$122.9K2026-11-03
Prospera Financial Services Inc
DECREASED10,00210,380-378-4%$1.1M$1.0M-$68.8K2026-11-04
Third View Private Wealth, LLC
UNCHANGED10,00210,00200%$1.0M$1.1M+$26.2K2026-10-30
KCM Investment Advisors LLC
UNCHANGED9,9679,96700%$1.0M$1.1M+$26.1K2026-10-27
Calamos Wealth Management LLC
INCREASED9,5409,090+450+5%$938.3K$1.0M+$71.4K2026-11-02
Institute for Wealth Management, Llc.
UNCHANGED9,2479,24700%$954.5K$978.7K+$24.2K2026-11-06
Wealth Alliance Advisory Group, LLC
UNCHANGED9,2309,23000%$952.7K$976.9K+$24.2K2026-10-14
Simplicity Wealth,LLC
INCREASED9,1979,125+72+1%$941.9K$973.4K+$31.5K2026-10-23
Greenhouse Wealth Management, LLC
UNCHANGED8,1308,13000%$826.6K$858.0K+$31.5K2026-10-20
Sovran Advisors, LLC
DECREASED8,0068,890-884-10%$871.2K$826.1K-$45.2K2026-11-02
Avior Wealth Management, LLC
DECREASED7,9908,045-55-1%$830.4K$845.7K+$15.2K2026-10-13
Baker Avenue Asset Management, LP
INCREASED7,7667,428+338+5%$766.7K$821.9K+$55.2K2026-11-06
Vontobel Holding Ltd.
DECREASED7,6778,327-650-8%$859.5K$812.5K-$47.0K2026-10-16
Daymark Wealth Partners, LLC
DECREASED7,4377,512-75-1%$775.3K$787.1K+$11.8K2026-11-04
Modera Wealth Management, LLC
INCREASED7,3057,265+40+1%$749.9K$773.1K+$23.3K2026-10-28
Frank, Rimerman Advisors LLC
NEW7,220—+7,220——$764.1K—2026-10-16
Facet Wealth, Inc.
INCREASED7,0755,620+1,455+26%$580.1K$748.8K+$168.7K2026-11-04
Verus Capital Partners, LLC
INCREASED6,9086,601+307+5%$681.4K$731.1K+$49.8K2026-11-03
Howard Wealth Management, LLC
DECREASED6,8416,851-100%$707.2K$724.1K+$16.9K2026-10-28
Vise Technologies, Inc.
INCREASED6,7182,795+3,923+140%$288.5K$711.1K+$422.5K2026-10-29
Beaumont Financial Advisors, LLC
UNCHANGED6,6506,65000%$686.4K$703.8K+$17.4K2026-10-22
Procyon Advisors, LLC
DECREASED6,441235,512-229,071-97%$24.3M$681.7K-$23.6M2026-10-21
SAX Wealth Advisors, LLC
INCREASED6,1062,892+3,214+111%$245.6K$646.2K+$400.6K2026-10-13
Oasis Advisors, LLC
NEW6,091—+6,091——$644.7K—2026-10-16
Wisconsin Wealth Advisors, LLC
UNCHANGED5,8615,86100%$605.0K$620.3K+$15.4K2026-10-08
Yanni & Associates Investment Advisors, LLC
DECREASED5,7705,833-63-1%$602.1K$610.7K+$8.6K2026-10-14
JB Capital LLC
INCREASED5,6895,594+95+2%$577.4K$602.1K+$24.7K2026-10-19
Catalyst Financial Partners LLC
UNCHANGED5,6475,64700%$582.9K$597.7K+$14.8K2026-11-06
Rachor Investment Advisory Services, LLC
INCREASED5,6015,525+76+1%$570.3K$592.8K+$22.5K2026-10-29
Sanchez Gaunt Capital Management, LLC
UNCHANGED5,5255,52500%$570.3K$584.8K+$14.5K2026-11-03
Landmark Wealth Management, LLC
DECREASED5,4655,513-48-1%$569.1K$578.5K+$9.4K2026-11-03
Align Financial, LLC
UNCHANGED5,3425,34200%$551.4K$565.4K+$14.0K2026-10-16
Brighton Jones LLC
DECREASED5,2889,669-4,381-45%$998.1K$559.7K-$438.3K2026-11-03
US Bancorp \de\
DECREASED5,1685,497-329-6%$567.4K$547.0K-$20.4K2026-11-05
Tenret Co LLC
NEW5,000—+5,000——$529.2K—2026-11-02
Aufman Associates Inc
INCREASED4,9744,969+5+0%$512.9K$526.4K+$13.5K2026-11-04
Latitude Advisors, LLC
INCREASED4,9683,915+1,053+27%$404.1K$525.8K+$121.7K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,8694,844+25+1%$500.0K$515.3K+$15.3K2026-10-27
Indivisible Partners
DECREASED4,79462,543-57,749-92%$6.5M$507.4K-$5.9M2026-10-26
New England Private Wealth Advisors LLC
NEW4,700—+4,700——$497.4K—2026-10-19
Meridian Wealth Management, LLC
INCREASED4,6294,106+523+13%$423.8K$489.9K+$66.1K2026-11-05
Accredited Investors Inc.
INCREASED4,6134,600+13+0%$474.8K$488.2K+$13.4K2026-11-03
Ironwood Financial, llc
UNCHANGED4,6034,60300%$469.1K$487.2K+$18.1K2026-10-20
Larson Financial Group LLC
INCREASED4,5782,476+2,102+85%$255.6K$484.6K+$229.0K2026-11-05
Seamount Financial Group Inc
INCREASED4,5244,343+181+4%$448.3K$478.9K+$30.6K2026-10-21
Woodard & Co Asset Management Group Inc
INCREASED4,3944,119+275+7%$425.1K$465.1K+$40.0K2026-11-03
Level Four Advisory Services, LLC
NEW4,385—+4,385——$464.1K—2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED4,3574,619-262-6%$476.8K$461.1K-$15.6K2026-10-23
Eddie Patel Inc
INCREASED4,0943,554+540+15%$366.8K$433.3K+$66.5K2026-11-02
Root Financial Partners, LLC
UNCHANGED4,0234,02300%$415.3K$425.8K+$10.5K2026-10-21
Flagship Wealth Advisors, LLC
NEW3,986—+3,986——$421.9K—2026-11-03
Albion Financial Group
INCREASED3,9423,852+90+2%$397.6K$417.2K+$19.6K2026-10-21
Bailard, Inc.
UNCHANGED3,9253,92500%$405.1K$415.4K+$10.3K2026-10-13
Davidson Kahn Capital Management, LLC
INCREASED3,7993,798+1+0%$392.0K$402.1K+$10.1K2026-10-26
Tiller Private Wealth, Inc.
UNCHANGED3,7373,73700%$385.7K$395.5K+$9.8K2026-10-26
Bath Savings Trust Co
UNCHANGED3,7363,73600%$385.6K$395.4K+$9.8K2026-10-07
TD Waterhouse Canada Inc.
INCREASED3,7233,233+490+15%$331.5K$413.9K+$82.4K2026-10-16
Davenport & Co LLC
INCREASED3,7023,701+1+0%$382.0K$391.8K+$9.8K2026-10-14
Covenant Asset Management, LLC
UNCHANGED3,6703,67000%$378.8K$388.4K+$9.6K2026-10-14
Soltis Investment Advisors LLC
NEW3,567—+3,567——$377.6K—2026-10-28
Certified Advisory Corp
DECREASED3,5293,868-339-9%$399.2K$373.5K-$25.7K2026-10-29
Legacy Advisory Services, LLC
DECREASED3,4663,656-190-5%$377.4K$366.8K-$10.5K2026-10-20
Choreo, LLC
INCREASED3,4413,439+2+0%$355.0K$364.2K+$9.2K2026-10-28
CoreCap Advisors, LLC
INCREASED3,4142,200+1,214+55%$227.1K$361.3K+$134.3K2026-10-08
Leo Wealth, LLC
NEW3,387—+3,387——$358.5K—2026-10-26
Traynor Capital Management, Inc.
DECREASED3,3623,506-144-4%$361.9K$355.9K-$6.1K2026-10-29
Midwest Trust Co
DECREASED3,3523,382-30-1%$349.1K$354.8K+$5.7K2026-10-22
Greenup Street Wealth Management LLC
NEW3,349—+3,349——$354.5K—2026-10-28
Auour Investments LLC
UNCHANGED3,3303,33000%$343.7K$352.4K+$8.7K2026-10-28
Key FInancial Inc
INCREASED3,3083,143+165+5%$324.4K$350.1K+$25.7K2026-11-02
Verity Asset Management, Inc.
INCREASED3,2563,067+189+6%$316.4K$344.6K+$28.2K2026-10-30
LEE Danner & Bass Inc
UNCHANGED3,2503,25000%$335.5K$344.0K+$8.5K2026-10-27
Selective Wealth Management, Inc.
UNCHANGED3,1793,17900%$319.3K$334.6K+$15.3K2026-10-16
Andina Capital Management, LLC
UNCHANGED3,1523,15200%$325.3K$333.6K+$8.3K2026-10-21
B. Riley Wealth Advisors, Inc.
NEW3,122—+3,122——$330.4K—2026-10-13
Cornerstone Wealth Group, LLC
DECREASED3,1193,496-377-11%$360.9K$330.1K-$30.7K2026-11-02
Nicholas Hoffman & Company, Llc.
UNCHANGED3,0813,08100%$318.0K$326.1K+$8.1K2026-10-30
SP Asset Management LLC
INCREASED3,0103,007+3+0%$310.4K$318.6K+$8.2K2026-11-05
Sound Income Strategies, LLC
UNCHANGED2,9652,96500%$306.1K$317.7K+$11.6K2026-10-09
Compound Planning, Inc.
UNCHANGED2,9092,90900%$300.3K$307.9K+$7.6K2026-11-05
Grandview Asset Management LLC
DECREASED2,8987,084-4,186-59%$731.2K$306.8K-$424.4K2026-10-19
Silverlake Wealth Management LLC
DECREASED2,8302,839-90%$293.1K$299.6K+$6.5K2026-10-21
Maia Wealth LLC
UNCHANGED2,7702,77000%$285.9K$293.2K+$7.3K2026-10-19
Hengehold Capital Management LLC
DECREASED2,7292,927-198-7%$302.1K$288.9K-$13.2K2026-10-16
Citizens Financial Group Inc
INCREASED2,7172,715+2+0%$280.3K$287.6K+$7.3K2026-10-23
Langley Wealth Management, LLC
INCREASED2,6882,686+2+0%$277.2K$284.5K+$7.3K2026-11-04
GHP Investment Advisors, Inc.
INCREASED2,6732,672+1+0%$275.8K$282.9K+$7.0K2026-10-15
Taylor & Morgan Wealth Management, LLC
UNCHANGED2,6712,67100%$275.7K$282.7K+$7.0K2026-10-09
Roberts Financial Services LLC
INCREASED2,6242,622+2+0%$270.7K$277.8K+$7.1K2026-10-23
Assetmark, Inc
INCREASED2,6151,727+888+51%$178.3K$276.8K+$98.5K2026-10-21
Signaturefd, LLC
INCREASED2,61221+2,591+12338%$2.2K$276.4K+$274.3K2026-10-23
First Heartland Consultants, Inc.
INCREASED2,6092,461+148+6%$254.0K$276.2K+$22.1K2026-10-08
TBH Global Asset Management, LLC
UNCHANGED2,6012,60100%$268.5K$275.3K+$6.8K2026-11-03
Foronjy Financial LLC
DECREASED2,5772,726-149-5%$281.4K$272.8K-$8.6K2026-10-14
Inscription Capital, LLC
UNCHANGED2,5682,56800%$265.0K$271.8K+$6.8K2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED2,5542,55400%$263.6K$270.3K+$6.7K2026-11-04
Annex Advisory Services, LLC
UNCHANGED2,5002,50000%$258.1K$264.6K+$6.6K2026-10-16
Howard Financial Services, Ltd.
UNCHANGED2,4202,42000%$249.8K$256.1K+$6.3K2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED2,3812,38100%$245.8K$252.0K+$6.2K2026-10-13
Truist Financial Corp
INCREASED2,3672,328+39+2%$240.3K$250.5K+$10.2K2026-10-30
Arista Wealth Management, LLC
UNCHANGED2,3402,34000%$241.5K$247.6K+$6.1K2026-10-29
Diversified Enterprises, LLC
UNCHANGED2,3302,33000%$240.5K$246.6K+$6.1K2026-10-19
Gamma Investing LLC
UNCHANGED2,3072,30700%$238.1K$244.2K+$6.0K2026-10-08
LVM Capital Management LTD
UNCHANGED2,2812,28100%$235$241.4K+$241.2K2026-10-20
Gemmer Asset Management LLC
NEW2,273—+2,273——$240.6K—2026-10-16
Southland Equity Partners LLC
UNCHANGED2,2682,26800%$234.1K$240.0K+$5.9K2026-10-14
Northbridge Financial Group, LLC
INCREASED2,2492,247+2+0%$231.9K$244.6K+$12.7K2026-11-05
Capital Investment Advisors, LLC
INCREASED2,2041,990+214+11%$205.4K$233.3K+$27.9K2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED2,1802,145+35+2%$221.4K$230.8K+$9.3K2026-10-16
Family Investment Center, Inc.
INCREASED2,1532,152+1+0%$222.1K$227.9K+$5.7K2026-10-19
Badgley Phelps Wealth Managers, LLC
UNCHANGED2,1462,14600%$221.5K$227.1K+$5.6K2026-10-22
Smart Wealth LLC
NEW2,105—+2,105——$222.8K—2026-11-04
Berman McAleer LLC
UNCHANGED2,0802,08000%$214.7K$220.1K+$5.4K2026-10-16
Brandywine OAK Private Wealth LLC
NEW2,028—+2,028——$214.6K—2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED2,0002,00000%$206.4K$206.4K$02026-10-22
SevenBridge Financial Group, LLC
UNCHANGED2,0002,00000%$210.4K$208.3K-$2.1K2026-10-26
CPR Investments Inc.
NEW1,964—+1,964——$207.8K—2026-10-26
Bernicke Wealth Management, Ltd.
UNCHANGED1,9541,95400%$201.7K$206.8K+$5.1K2026-11-06
JGP Wealth Management, LLC
INCREASED1,9421,940+2+0%$200.2K$205.5K+$5.3K2026-10-13
Tanager Wealth Management LLP
NEW1,902—+1,902——$201.3K—2026-10-19
Ascent Wealth Partners, LLC
NEW1,900—+1,900——$201.1K—2026-10-23
TopTier Wealth Management, LLC
NEW1,892—+1,892——$200.3K—2026-10-16
Lake Street Private Wealth, LLC
NEW1,892—+1,892——$200.3K—2026-10-22
Independent Financial Group, LLC
DECREASED1,8922,233-341-15%$230.5K$200.3K-$30.2K2026-10-13
Allworth Financial LP
INCREASED1,856663+1,193+180%$68.4K$191.6K+$123.2K2026-11-06
Compass Financial Management LLC
DECREASED1,8432,022-179-9%$211.9K$195.1K-$16.8K2026-10-30
Westside Investment Management, Inc.
UNCHANGED1,8001,80000%$185.8K$190.5K+$4.7K2026-11-02
Hickory Point Bank & Trust
UNCHANGED1,4501,45000%$149.7K$153.5K+$3.8K2026-10-01
Creative Financial Designs Inc
INCREASED1,0901,037+53+5%$107.0K$115.4K+$8.4K2026-11-04
Clearstead Advisors, LLC
INCREASED1,0311,030+1+0%$106.3K$109.1K+$2.8K2026-11-06
Abound Wealth Management
INCREASED1,001941+60+6%$97.1K$106.0K+$8.8K2026-10-26
Main Street Group, LTD
UNCHANGED98598500%$101.7K$104.3K+$2.6K2026-10-28
Fifth Third Bancorp
DECREASED9731,354-381-28%$139.8K$103.0K-$36.8K2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED96096000%$99$102.0K+$101.9K2026-10-27
Investors Research Corp
INCREASED952370+582+157%$38.2K$100.8K+$62.6K2026-10-07
Kozak & Associates, Inc.
INCREASED911910+1+0%$93.3K$95.4K+$2.0K2026-10-29
New England Capital Financial Advisors LLC
NEW900—+900——$95.3K—2026-11-03
RMG Wealth Management LLC
NEW890—+890——$91.2K—2026-10-26
Private Trust Co NA
UNCHANGED89089000%$91.9K$94.2K+$2.3K2026-10-20
Archer Investment Corp
UNCHANGED74074000%$76.4K$78.3K+$1.9K2026-11-05
IFS Advisors, LLC
NEW710—+710——$75.2K—2026-10-14
SJS Investment Consulting Inc.
INCREASED700660+40+6%$68.1K$74.1K+$6.0K2026-10-26
Nfsg Corp
INCREASED645421+224+53%$43.5K$68.3K+$24.8K2026-10-15
Jacobi Capital Management LLC
NEW634—+634——$67.1K—2026-11-05
Networth Advisors, LLC
DECREASED506533-27-5%$55.0K$53.5K-$1.4K2026-11-03
WPG Advisers, LLC
UNCHANGED49049000%$50.6K$51.9K+$1.3K2026-10-27
Kingdom Financial Group Llc.
DECREASED476491-15-3%$50.6K$50.4K-$2502026-11-04
Foresight Capital Management Advisors, Inc.
NEW421—+421——$44.6K—2026-10-27
Country Trust Bank
DECREASED3791,000-621-62%$103.2K$40.1K-$63.1K2026-10-30
Montgomery Financial Services LLC
DECREASED325345-20-6%$35.6K$34.4K-$1.2K2026-11-03
TFC Financial Management, Inc.
UNCHANGED28028000%$28.9K$29.6K+$7342026-10-26
Pacifica Partners Inc.
UNCHANGED27327300%$27.7K$28.9K+$1.2K2026-10-09
Evolution Wealth Management Inc.
UNCHANGED25425400%$26.2K$26.9K+$6652026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED20820800%$21.5K$22.0K+$5452026-11-02
High Point Wealth Management, LLC
INCREASED205204+1+0%$21.1K$21.6K+$5582026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED17917900%$18.5K$18.9K+$4682026-10-13
Central Pacific Bank - Trust Division
UNCHANGED16016000%$16.5K$16.9K+$4192026-10-06
Fairway Wealth LLC
UNCHANGED14414400%$14.9K$15.2K+$3772026-10-30
Gilpin Wealth Management, LLC
UNCHANGED14014000%$14.5K$14.8K+$3672026-10-09
Rossby Financial, LCC
NEW126—+126——$13.3K—2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED10710700%$11.0K$11.3K+$2802026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED10010000%$10.3K$10.6K+$2622026-10-20
Triumph Capital Management
INCREASED8073+7+10%$7.5K$8.5K+$9492026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED70260-190-73%$26.8K$7.4K-$19.4K2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED60379-319-84%$39.1K$6.4K-$32.8K2026-10-23
Financial Consulate, Inc
UNCHANGED585800%$6.0K$6.2K+$1592026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED505000%$5.2K$5.3K+$1312026-10-22
Financial Freedom, LLC
NEW48—+48——$5.1K—2026-11-06
Laurel Wealth Advisors LLC
NEW40—+40——$4.2K—2026-10-27
Horrell Capital Management, Inc.
UNCHANGED404000%$4.1K$4.2K+$1052026-10-08
IMG Wealth Management, Inc.
UNCHANGED252500%$2.6K$2.6K+$652026-10-27
Financial Perspectives, Inc
UNCHANGED242400%$2.5K$2.5K+$632026-11-03
Mosley Wealth Management
UNCHANGED141400%$1.4K$1.5K+$282026-10-16
Nova Financial LLC
NEW11—+11——$1.2K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW11—+11——$1.2K—2026-10-27
Parkside Financial Bank & Trust
UNCHANGED101000%$1.0K$1.1K+$262026-10-27
PFS Partners, LLC
UNCHANGED101000%$1.0K$1.1K+$282026-10-21
EverSource Wealth Advisors, LLC
NEW9—+9——$953—2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED7700%$723$741+$182026-11-05
Citigroup Inc
NEW1—+1——$106—2026-11-04
Elyxium Wealth, LLC
NEW0—0——$16—2026-10-27
RiverTree Advisors, LLC
CLOSED011,827-11,827-100%$1.2M$0-$1.2M2026-10-13
Dana Investment Advisors, Inc.
CLOSED05,200-5,200-100%$536.7K$0-$536.7K2026-11-06
Avidian Wealth Enterprises, LLC
CLOSED04,540-4,540-100%$468.7K$0-$468.7K2026-10-08
Gimbal Financial
CLOSED04,370-4,370-100%$451.1K$0-$451.1K2026-10-19
Integrity Alliance, Llc.
CLOSED02,368-2,368-100%$244.5K$0-$244.5K2026-10-29
Moody Lynn Lieberson & Walker, LLC
CLOSED02,116-2,116-100%$218.4K$0-$218.4K2026-10-14
Salem Investment Counselors Inc
CLOSED01,688-1,688-100%$174.2K$0-$174.2K2026-10-13
Private Wealth Management Group, LLC
CLOSED0602-602-100%$62.1K$0-$62.1K2026-10-19
Schuylkill Financial LLC
CLOSED0477-477-100%$49.2K$0-$49.2K2026-10-21
Lanark Financial, Inc.
CLOSED0170-170-100%$17.5K$0-$17.5K2026-10-26
Brooklyn FI, LLC
CLOSED0145-145-100%$14.7K$0-$14.7K2026-11-05
Quaker Wealth Management, LLC
CLOSED0120-120-100%$12.4K$0-$12.4K2026-10-22
LifeSteps Financial, Inc.
CLOSED096-96-100%$9.9K$0-$9.9K2026-10-15
GoalVest Advisory LLC
CLOSED076-76-100%$7.8K$0-$7.8K2026-10-02
Concord Wealth Partners
CLOSED059-59-100%$6.1K$0-$6.1K2026-11-02
AdvisorNet Financial, Inc
CLOSED051-51-100%$5.3K$0-$5.3K2026-10-15
Robinswood Financial LLC
CLOSED040-40-100%$4.1K$0-$4.1K2026-10-20
FMR LLC
N/A—1,665,418-1,665,418-100%$171.9M———
Norinchukin Bank, The
N/A—1,298,000-1,298,000-100%$134.0M———
Wealthfront Advisers LLC
N/A—711,227-711,227-100%$73.4M———
Bank of America Corp
N/A—612,901-612,901-100%$63.3M———
Wealthspire Retirement, LLC
N/A—452,346-452,346-100%$46.8M———
Morgan Stanley
N/A—376,844-376,844-100%$38.9M———
Osaic Holdings, Inc.
N/A—336,656-336,656-100%$34.8M———
Ameriprise Financial Inc
N/A—297,741-297,741-100%$30.7M———
Prasad Wealth Partners, LLC
N/A—253,291-253,291-100%$26.1M———
UBS Group AG
N/A—244,428-244,428-100%$25.2M———
EQ LLC
N/A—210,859-210,859-100%$21.8M———
JPMorgan Chase & Co
N/A—164,739-164,739-100%$16.7M———
Raymond James Financial Inc
N/A—161,862-161,862-100%$16.7M———
Jones Financial Companies Lllp
N/A—154,526-154,526-100%$15.4M———
HighTower Advisors, LLC
N/A—143,803-143,803-100%$14.8M———
Cetera Investment Advisers
N/A—137,538-137,538-100%$14.2M———
Focus Partners Wealth
N/A—118,112-118,112-100%$12.2M———
Manufacturers Life Insurance Company, the
N/A—116,350-116,350-100%$12.0M———
Steward Partners Investment Advisory, LLC
N/A—116,093-116,093-100%$12.0M———
AQR Capital Management LLC
N/A—110,420-110,420-100%$11.4M———
Silicon Valley Capital Partners
N/A—110,067-110,067-100%$11.4M———
Wells Fargo & Company
N/A—108,589-108,589-100%$11.2M———
Mariner, LLC
N/A—108,042-108,042-100%$11.2M———
Citadel Advisors LLC
N/A—101,314-101,314-100%$10.5M———
Harvest Investment Advisors, LLC
N/A—90,374-90,374-100%$9.3M———
Aptus Capital Advisors, LLC
N/A—87,690-87,690-100%$9.1M———
Guardian Wealth Advisors, LLC / NC
N/A—85,475-85,475-100%$8.8M———
Royal Bank of Canada
N/A—78,381-78,381-100%$8.1M———
Hollencrest Capital Management
N/A—77,417-77,417-100%$8.0M———
Northwestern Mutual Wealth Management Co
N/A—76,126-76,126-100%$7.9M———
Snowden Capital Advisors LLC
N/A—75,413-75,413-100%$7.8M———
Stifel Financial Corp
N/A—74,850-74,850-100%$7.7M———
Mercer Global Advisors Inc
N/A—65,305-65,305-100%$6.7M———
Envestnet Asset Management Inc
N/A—62,983-62,983-100%$6.5M———
Two Sigma Investments, LP
N/A—58,600-58,600-100%$6.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—57,783-57,783-100%$6.0M———
Arax Advisory Partners
N/A—53,629-53,629-100%$5.5M———
MML Investors Services, LLC
N/A—51,382-51,382-100%$5.3M———
Equitable Holdings, Inc.
N/A—50,950-50,950-100%$5.3M———
Gateway Wealth Partners, LLC
N/A—48,953-48,953-100%$5.1M———
Madison Wealth Partners, Inc
N/A—47,044-47,044-100%$4.9M———
Pinnacle Family Advisors, LLC
N/A—45,863-45,863-100%$4.7M———
AssuredPartners Investment Advisors, LLC
N/A—45,808-45,808-100%$4.7M———
Bawa N Mallick Trust
N/A—43,000-43,000-100%$4.4M———
Principal Securities, Inc.
N/A—41,723-41,723-100%$4.3M———
Summit Financial, LLC
N/A—39,506-39,506-100%$4.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—38,389-38,389-100%$4.0M———
Baird Financial Group, Inc.
N/A—37,417-37,417-100%$3.9M———
Texas Yale Capital Corp.
N/A—37,000-37,000-100%$3.8M———
Goldman Sachs Group Inc
N/A—36,377-36,377-100%$3.8M———
OneDigital Investment Advisors LLC
N/A—36,330-36,330-100%$3.7M———
Smartleaf Asset Management LLC
N/A—35,529-35,529-100%$3.6M———
Bessemer Group Inc
N/A—34,205-34,205-100%$3.5M———
Arkadios Wealth Advisors
N/A—33,319-33,319-100%$3.4M———
Spartan Wealth Advisory Services LLC
N/A—30,500-30,500-100%$3.1M———
Trevian Wealth Management LLC
N/A—29,976-29,976-100%$3.1M———
Advisory Services Network, LLC
N/A—29,153-29,153-100%$3.0M———
NewEdge Advisors, LLC
N/A—28,655-28,655-100%$3.0M———
BFC Planning, Inc.
N/A—28,063-28,063-100%$2.9M———
Cerity Partners LLC
N/A—26,782-26,782-100%$2.8M———
Moneta Group Investment Advisors LLC
N/A—25,981-25,981-100%$2.7M———
Silver OAK Securities, Incorporated
N/A—25,224-25,224-100%$2.6M———
Beckerman Institutional, LLC
N/A—23,722-23,722-100%$2.4M———
Brown Advisory Inc
N/A—23,458-23,458-100%$2.4M———
Wealth Management Associates, Inc.
N/A—23,038-23,038-100%$2.4M———
Cvfg LLC
N/A—22,445-22,445-100%$2.3M———
Private Advisor Group, LLC
N/A—21,553-21,553-100%$2.2M———
Jane Street Group, LLC
N/A—20,418-20,418-100%$2.1M———
AE Wealth Management LLC
N/A—19,315-19,315-100%$2.0M———
CIBC Bancorp USA Inc.
N/A—19,093-19,093-100%$2.0M———
Hills Bank & Trust Co
N/A—19,079-19,079-100%$2.0M———
United Capital Financial Advisors, LLC
N/A—18,908-18,908-100%$2.0M———
KM Capital Management Ltd.
N/A—18,720-18,720-100%$1.9M———
Shared Vision Wealth Group LLC
N/A—17,334-17,334-100%$1.8M———
Beacon Pointe Advisors, LLC
N/A—16,581-16,581-100%$1.7M———
Sentinel Wealth Management, Inc.
N/A—16,240-16,240-100%$1.7M———
Susquehanna International Group, LLP
N/A—15,601-15,601-100%$1.6M———
Quantinno Capital Management LP
N/A—15,188-15,188-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—14,840-14,840-100%$1.5M———
Tradition Wealth Management, LLC
N/A—12,810-12,810-100%$1.3M———
Goodwin Investment Advisory
N/A—12,248-12,248-100%$1.3M———
Harbour Investments, Inc.
N/A—11,781-11,781-100%$1.2M———
Janney Montgomery Scott LLC
N/A—11,685-11,685-100%$1.2M———
EP Wealth Advisors, LLC
N/A—11,599-11,599-100%$1.2M———
Ciovacco Capital Management LLC
N/A—11,452-11,452-100%$1.2M———
Regal Investment Advisors LLC
N/A—10,564-10,564-100%$1.1M———
Pacific SUN Financial Corp
N/A—10,350-10,350-100%$1.1M———
MAI Capital Management
N/A—10,080-10,080-100%$1.0M———
Natixis Advisors, LLC
N/A—10,071-10,071-100%$1.0M———
GTS Securities LLC
N/A—9,793-9,793-100%$1.0M———
Global Retirement Partners, LLC
N/A—9,103-9,103-100%$939.6K———
RWA Wealth Partners, LLC
N/A—8,933-8,933-100%$922.1K———
Sanctuary Advisors, LLC
N/A—8,842-8,842-100%$912.7K———
N.E.W. Advisory Services LLC
N/A—8,491-8,491-100%$876.4K———
BlackRock, Inc.
N/A—8,225-8,225-100%$849.0K———
&partners
N/A—7,915-7,915-100%$817.0K———
Pacific Point Advisors, LLC
N/A—7,730-7,730-100%$797.9K———
Ameritas Advisory Services, LLC
N/A—7,575-7,575-100%$781.9K———
Gladstone Institutional Advisory LLC
N/A—7,504-7,504-100%$774.6K———
Delta Investment Management, LLC
N/A—7,502-7,502-100%$774.4K———
Serenus Wealth Advisors, LLC
N/A—7,442-7,442-100%$767.9K———
Captrust Financial Advisors
N/A—7,425-7,425-100%$766.4K———
Zhang Financial LLC
N/A—7,249-7,249-100%$748.3K———
Capital Advisors Inc
N/A—7,165-7,165-100%$739.6K———
Northern Trust Corp
N/A—6,942-6,942-100%$716.6K———
Blair William & Co
N/A—6,860-6,860-100%$708.1K———
Thoroughbred Financial Services, LLC
N/A—6,419-6,419-100%$662.0K———
Cresset Asset Management, LLC
N/A—6,117-6,117-100%$631.4K———
Mutual Advisors, LLC
N/A—6,030-6,030-100%$622.4K———
Kovack Advisors, Inc.
N/A—5,400-5,400-100%$554.7K———
Integrated Wealth Concepts LLC
N/A—5,246-5,246-100%$541.5K———
Hershey Financial Advisers, LLC
N/A—5,172-5,172-100%$533.9K———
Fiduciary Trust Co
N/A—5,170-5,170-100%$533.6K———
Smith, Moore & Co.
N/A—5,093-5,093-100%$525.7K———
Christine Messmer PC
N/A—5,023-5,023-100%$518.5K———
SOA Wealth Advisors, Llc.
N/A—5,013-5,013-100%$517.4K———
Retirement Management Systems Inc.
N/A—5,000-5,000-100%$516.1K———
Rockefeller Capital Management L.P.
N/A—4,948-4,948-100%$510.8K———
HighPoint Advisor Group LLC
N/A—4,925-4,925-100%$508.4K———
Ballentine Partners, LLC
N/A—4,739-4,739-100%$489.1K———
PFG Investments, LLC
N/A—4,507-4,507-100%$465.2K———
Zacks Investment Management
N/A—4,341-4,341-100%$448.2K———
FWL Investment Management, LLC
N/A—4,318-4,318-100%$445.7K———
Mason & Associates Inc
N/A—4,242-4,242-100%$437.9K———
Cambria Investment Management, L.P.
N/A—4,210-4,210-100%$434.6K———
Empowered Funds, LLC
N/A—4,210-4,210-100%$434.6K———
Foundations Investment Advisors, LLC
N/A—4,190-4,190-100%$432.5K———
Mayport, LLC
N/A—4,100-4,100-100%$423.2K———
Concord Investment Counsel Inc.
N/A—4,059-4,059-100%$414.0K———
Empower Advisory Group, LLC
N/A—4,057-4,057-100%$418.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,001-4,001-100%$413.0K———
Atomic Invest LLC
N/A—3,872-3,872-100%$393.5K———
Waterloo Capital, L.P.
N/A—3,810-3,810-100%$393.3K———
Pathstone Holdings, LLC
N/A—3,797-3,797-100%$391.9K———
Huntington National Bank
N/A—3,528-3,528-100%$364.2K———
Insigneo Advisory Services, LLC
N/A—3,498-3,498-100%$361.1K———
Wealth Management Strategies, Inc.
N/A—3,379-3,379-100%$348.8K———
Pinnacle Financial Partners, Inc.
N/A—3,373-3,373-100%$348.2K———
Ameritas Investment Partners, Inc.
N/A—3,178-3,178-100%$328.0K———
Pine Valley Investments Ltd Liability Co
N/A—3,122-3,122-100%$322.3K———
PIN OAK Investment Advisors Inc
N/A—3,037-3,037-100%$313.0K———
River Wealth Advisors LLC
N/A—3,020-3,020-100%$311.7K———
Western Wealth Management, LLC
N/A—3,001-3,001-100%$309.7K———
Bouchey Financial Group, Ltd.
N/A—2,931-2,931-100%$302.5K———
O'shaughnessy Asset Management, LLC
N/A—2,927-2,927-100%$302.1K———
Regatta Research & Money Management
N/A—2,859-2,859-100%$295.1K———
Kingsview Wealth Management, LLC
N/A—2,780-2,780-100%$287.0K———
Colonial Trust Advisors
N/A—2,763-2,763-100%$285.2K———
Spectrum Investment Advisors, Inc.
N/A—2,733-2,733-100%$282.1K———
Essex Financial Services, Inc.
N/A—2,550-2,550-100%$263.2K———
Great Valley Advisor Group, Inc.
N/A—2,497-2,497-100%$257.9K———
World Investment Advisors
N/A—2,381-2,381-100%$202.2K———
NFC Investments, LLC
N/A—2,330-2,330-100%$241.0K———
IFG Advisory, LLC
N/A—2,297-2,297-100%$237.1K———
Stratos Wealth Advisors, LLC
N/A—2,209-2,209-100%$228.1K———
Sequoia Financial Advisors, LLC
N/A—2,143-2,143-100%$221.2K———
Brown Brothers Harriman & Co
N/A—2,100-2,100-100%$216.8K———
Darwin Wealth Management, LLC
N/A—2,084-2,084-100%$215.2K———
S Harris Financial Group, LLC
N/A—2,000-2,000-100%$206.4K———
Focus Partners Advisor Solutions, LLC
N/A—1,986-1,986-100%$205.0K———
Orion Porfolio Solutions, LLC
N/A—1,967-1,967-100%$203.0K———
Stephens Inc
N/A—1,940-1,940-100%$200.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,835-1,835-100%$189.4K———
Vanguard Advisers Inc
N/A—1,749-1,749-100%$180.6K———
Continuum Advisory, LLC
N/A—1,603-1,603-100%$165.5K———
Hantz Financial Services, Inc.
N/A—1,014-1,014-100%$105.0K———
Nalls Sherbakoff Group, LLC
N/A—800-800-100%$82.6K———
Cornerstone Financial Management LLC
N/A—754-754-100%$77.8K———
National Bank of Canada
N/A—676-676-100%$69.6K———
UBS Asset Management Americas LLC
N/A—632-632-100%$65.2K———
Federation des caisses Desjardins du Quebec
N/A—600-600-100%$61.9K———
Dunhill Financial, LLC
N/A—551-551-100%$56.9K———
Ancora Advisors LLCA
N/A—530-530-100%$54.8K———
Geneos Wealth Management Inc.
N/A—514-514-100%$53.1K———
Allied Private Wealth LLC
N/A—510-510-100%$52.0K———
Prosperity Bancshares Inc
N/A—400-400-100%$41.3K———
IMA Advisory Services, Inc.
N/A—380-380-100%$39.2K———
Strategic Wealth Partners, Ltd.
N/A—251-251-100%$25.9K———
Edmond de Rothschild Holding S.A.
N/A—228-228-100%$23.5K———
Cbiz Investment Advisory Services, LLC
N/A—213-213-100%$18.1K———
Tiaa Wealth Investment Management LLC
N/A—205-205-100%$20.8K———
Beaird Harris Wealth Management, LLC
N/A—200-200-100%$20.6K———
SHP Wealth Management
N/A—188-188-100%$19.4K———
LRI Investments, LLC
N/A—165-165-100%$17.0K———
Abound Financial, LLC
N/A—150-150-100%$15.5K———
CVA Family Office, LLC
N/A—150-150-100%$15.5K———
Ameriflex Group, Inc.
N/A—109-109-100%$11.3K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$10.3K———
Glen Eagle Advisors, LLC
N/A—96-96-100%$9.9K———
Keating Financial Advisory Services, Inc.
N/A—94-94-100%$9.7K———
Marshall Investment Management, LLC
N/A—82-82-100%$8.5K———
Sachetta, LLC
N/A—48-48-100%$5.0K———
Logan Capital Management Inc
N/A—34-34-100%$3.5K———
Rothschild Investment LLC
N/A—29-29-100%$3.0K———
Bogart Wealth, LLC
N/A—27-27-100%$2.8K———
Copia Wealth Management
N/A—17-17-100%$1.8K———
Roble, Belko & Company, Inc
N/A—12-12-100%$1———
Front Row Advisors LLC
N/A—9-9-100%$937———
Showing 479 of 479 institutions