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Fidelity Msci Info Tech Indx (FTEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares2,145,522 from 2,009,121
Change+136,401 (+7%)
Value$643.8M (+$70.0M)
Filed 2026-11-04
AGF Management LTD
INCREASED
Shares777,306 from 690,136
Change+87,170 (+13%)
Value$233.2M (+$36.1M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares549,761 from 668,463
Change-118,702 (-18%)
Value$165.0M (-$25.9M)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares339,699 from 323,063
Change+16,636 (+5%)
Value$101.9M (+$9.7M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares270,806 from 180,189
Change+90,617 (+50%)
Value$81.3M (+$29.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares259,270 from 257,555
Change+1,715 (+1%)
Value$77.8M (+$4.2M)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares157,695 from 17,806
Change+139,889 (+786%)
Value$11.5M (+$6.4M)
Filed 2026-11-03
Independence Financial Advisors, LLC
INCREASED
Shares150,522 from 141,263
Change+9,259 (+7%)
Value$45.2M (+$4.8M)
Filed 2026-10-08
Vicus Capital
INCREASED
Shares115,836 from 109,437
Change+6,399 (+6%)
Value$34.8M (+$3.5M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares106,409 from 118,093
Change-11,684 (-10%)
Value$31.9M (-$1.8M)
Filed 2026-10-20
Yoder Wealth Management, Inc.
INCREASED
Shares105,929 from 104,253
Change+1,676 (+2%)
Value$31.8M (+$2.0M)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares102,774 from 102,879
Change-105 (0%)
Value$30.8M (+$1.5M)
Filed 2026-10-16
Financial Partners Group, Inc
DECREASED
Shares102,270 from 105,746
Change-3,476 (-3%)
Value$30.7M (+$488.0K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares94,451 from 86,044
Change+8,407 (+10%)
Value$28.3M (+$3.8M)
Filed 2026-11-04
Fischer Financial Services, Inc.
DECREASED
Shares87,863 from 88,406
Change-543 (-1%)
Value$26.4M (+$1.1M)
Filed 2026-10-30
SteelPeak Wealth, LLC
INCREASED
Shares85,540 from 3,436
Change+82,104 (+2390%)
Value$25.7M (+$24.7M)
Filed 2026-10-16
Marotta Asset Management
INCREASED
Shares75,679 from 72,185
Change+3,494 (+5%)
Value$22.7M (+$2.5M)
Filed 2026-10-02
Kraft, Davis & Associates, LLC
DECREASED
Shares74,187 from 76,376
Change-2,189 (-3%)
Value$21.4M (+$449.6K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares67,274 from 3,994
Change+63,280 (+1584%)
Value$20.2M (+$19.0M)
Filed 2026-11-03
Armor Investment Advisors, LLC
DECREASED
Shares54,452 from 56,066
Change-1,614 (-3%)
Value$16.3M (+$327.6K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares51,307 from 47,835
Change+3,472 (+7%)
Value$15.4M (+$1.7M)
Filed 2026-11-02
Smith Salley Wealth Management
DECREASED
Shares45,153 from 45,191
Change-38 (0%)
Value$13.5M (+$643.1K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
INCREASED
Shares42,844 from 40,454
Change+2,390 (+6%)
Value$12.9M (+$1.3M)
Filed 2026-11-04
Primoris Wealth Advisors, LLC
DECREASED
Shares40,825 from 41,251
Change-426 (-1%)
Value$12.3M (+$471.1K)
Filed 2026-10-28
Claro Advisors Inc.
DECREASED
Shares38,542 from 42,104
Change-3,562 (-8%)
Value$11.6M (-$459.2K)
Filed 2026-11-02
Traynor Capital Management, Inc.
DECREASED
Shares38,471 from 38,870
Change-399 (-1%)
Value$11.5M (+$443.2K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares37,732 from 11,798
Change+25,934 (+220%)
Value$11.3M (+$8.0M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares36,576 from 36,327
Change+249 (+1%)
Value$11.0M (+$600.7K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares35,643 from 46,147
Change-10,504 (-23%)
Value$10.7K (-$2.5K)
Filed 2026-10-02
J.W. Cole Advisors, Inc.
INCREASED
Shares35,357 from 35,007
Change+350 (+1%)
Value$10.6M (+$612.0K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares34,876 from 37,112
Change-2,236 (-6%)
Value$10.5M (-$133.6K)
Filed 2026-10-29
Crumly & Associates Inc.
DECREASED
Shares33,360 from 33,452
Change-92 (0%)
Value$10.0M (+$456.8K)
Filed 2026-10-07
Go Invest LLC
INCREASED
Shares32,680 from 30,194
Change+2,486 (+8%)
Value$9.8M (+$1.2M)
Filed 2026-10-09
Sterling Investment Counsel, LLC
DECREASED
Shares32,245 from 35,541
Change-3,296 (-9%)
Value$9.7M (-$474.3K)
Filed 2026-10-19
Southern Capital Advisors, LLC
DECREASED
Shares31,930 from 31,972
Change-42 (0%)
Value$9.6M (+$450.4K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares30,839 from 26,599
Change+4,240 (+16%)
Value$9.3M (+$1.7M)
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares30,473 from 30,272
Change+201 (+1%)
Value$9.1M (+$498.7K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares29,515 from 25,285
Change+4,230 (+17%)
Value$8.9M (+$1.6M)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares29,507 from 29,202
Change+305 (+1%)
Value$8.9M (+$514.4K)
Filed 2026-11-03
High Point Wealth Management, LLC
DECREASED
Shares29,339 from 29,412
Change-73 (0%)
Value$8.8M (+$404.0K)
Filed 2026-11-05
Aspetuck Financial Management LLC
INCREASED
Shares28,879 from 28,363
Change+516 (+2%)
Value$8.7M (+$565.5K)
Filed 2026-11-04
KDK Private Wealth Management, LLC
DECREASED
Shares27,407 from 27,613
Change-206 (-1%)
Value$8.2M (+$338.2K)
Filed 2026-11-03
Brighton Jones LLC
DECREASED
Shares26,355 from 27,307
Change-952 (-3%)
Value$7.9M (+$109.6K)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares26,217 from 20,358
Change+5,859 (+29%)
Value$7.9M (+$2.1M)
Filed 2026-10-28
Capital Planning LLC
DECREASED
Shares26,194 from 26,350
Change-156 (-1%)
Value$7.9M (+$334.7K)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares25,203 from 12,965
Change+12,238 (+94%)
Value$7.6M (+$3.9M)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares24,486 from 24,425
Change+61 (+0%)
Value$7.3M (+$372.0K)
Filed 2026-10-21
Northwest Wealth Advisors, LLC
INCREASED
Shares24,296 from 22,746
Change+1,550 (+7%)
Value$7.3M (+$794.6K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares23,203 from 23,544
Change-341 (-1%)
Value$7.0M (+$407.1K)
Filed 2026-10-13
Lynch & Associates
DECREASED
Shares22,540 from 23,195
Change-655 (-3%)
Value$6.8M (+$139.3K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
DECREASED
Shares21,785 from 22,232
Change-447 (-2%)
Value$6.5M (+$187.6K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares21,136 from 24,208
Change-3,072 (-13%)
Value$6.3M (-$571.2K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares20,219 from 2,604
Change+17,615 (+676%)
Value$6.1M (+$5.3M)
Filed 2026-10-29
Chicago Partners Investment Group LLC
DECREASED
Shares19,920 from 20,033
Change-113 (-1%)
Value$5.7M (+$189.3K)
Filed 2026-10-27
Fingerlakes Wealth Management, Inc.
INCREASED
Shares19,626 from 19,535
Change+91 (+0%)
Value$5.9M (+$310.3K)
Filed 2026-11-04
Smith Shellnut Wilson LLC
INCREASED
Shares18,907 from 18,617
Change+290 (+2%)
Value$5.7M (+$356.6K)
Filed 2026-10-21
Heck Capital Advisors, LLC
DECREASED
Shares18,563 from 22,559
Change-3,996 (-18%)
Value$5.6M (-$872.3K)
Filed 2026-10-14
Mokosak Advisory Group, LLC
DECREASED
Shares18,242 from 18,710
Change-468 (-2%)
Value$5.5M (+$130.8K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares18,173 from 18,855
Change-682 (-4%)
Value$5.1M (-$313.8K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares17,550 from 14,490
Change+3,060 (+21%)
Value$5.3M (+$2.3M)
Filed 2026-10-13
Succession Financial, Inc.
INCREASED
Shares17,483 from 11,956
Change+5,527 (+46%)
Value$5.2M (+$1.8M)
Filed 2026-10-14
Alliance Private Wealth, LLC
DECREASED
Shares17,256 from 18,110
Change-854 (-5%)
Value$5.2M (+$6.1K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares17,090 from 1,552
Change+15,538 (+1001%)
Value$5.1M (+$4.7M)
Filed 2026-10-21
Dahring | Cusmano LLC
INCREASED
Shares16,647 from 16,423
Change+224 (+1%)
Value$5.0M (+$305.3K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares16,342 from 15,394
Change+948 (+6%)
Value$4.9M (+$507.3K)
Filed 2026-10-19
American National Bank & Trust
INCREASED
Shares16,010 from 15,433
Change+577 (+4%)
Value$4.8M (+$396.7K)
Filed 2026-10-07
Investment Management Corp
NEW
Shares15,903
Change+15,903
Value$4.8M
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares15,583 from 14,953
Change+630 (+4%)
Value$4.7M (+$405.4K)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares15,264 from 15,844
Change-580 (-4%)
Value$4.6M (+$55.5K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares15,141 from 14,456
Change+685 (+5%)
Value$4.5M (+$414.8K)
Filed 2026-10-14
Eley Financial Management, Inc
DECREASED
Shares14,741 from 14,748
Change-7 (0%)
Value$4.4M (+$211.5K)
Filed 2026-11-03
Maltin Wealth Management, Inc.
DECREASED
Shares13,646 from 13,684
Change-38 (0%)
Value$4.1M (+$186.6K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares13,312 from 12,232
Change+1,080 (+9%)
Value$4.0M (+$501.2K)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares12,833 from 8,701
Change+4,132 (+47%)
Value$3.9M (+$1.4M)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares12,475 from 12,868
Change-393 (-3%)
Value$3.7M (+$69.3K)
Filed 2026-10-08
Northbridge Financial Group, LLC
INCREASED
Shares12,424 from 12,146
Change+278 (+2%)
Value$3.9M (+$381.9K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares12,321 from 4,585
Change+7,736 (+169%)
Value$3.7M (+$2.4M)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares12,127 from 11,773
Change+354 (+3%)
Value$3.6M (+$276.9K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares11,272 from 10,222
Change+1,050 (+10%)
Value$3.4M (+$464.1K)
Filed 2026-11-05
New York Life Investment Management LLC
DECREASED
Shares11,213 from 13,002
Change-1,789 (-14%)
Value$3.4M (-$348.5K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
DECREASED
Shares10,949 from 11,194
Change-245 (-2%)
Value$3.3M (+$88.9K)
Filed 2026-11-02
Cooper Financial Group
INCREASED
Shares10,541 from 10,539
Change+2 (+0%)
Value$3.2M (+$153.2K)
Filed 2026-10-07
Atlas Brown,Inc.
DECREASED
Shares10,453 from 10,481
Change-28 (0%)
Value$3.1M (+$143.4K)
Filed 2026-10-09
Hippocratic Financial Advisors, LLC
NEW
Shares10,079
Change+10,079
Value$3.0M
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares10,013 from 12,547
Change-2,534 (-20%)
Value$3.0M (-$578.7K)
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares9,980 from 9,513
Change+467 (+5%)
Value$3.0M (+$277.9K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares9,837 from 9,261
Change+576 (+6%)
Value$3.0M (+$306.9K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares9,774 from 8,366
Change+1,408 (+17%)
Value$2.9M (+$543.6K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares9,547 from 4,015
Change+5,532 (+138%)
Value$2.9M (+$1.7M)
Filed 2026-10-29
Victory Financial Group, LLC
NEW
Shares9,348
Change+9,348
Value$2.8M
Filed 2026-10-27
Focus Financial Network, Inc.
INCREASED
Shares8,414 from 8,293
Change+121 (+1%)
Value$2.5M (+$156.5K)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares8,097 from 8,316
Change-219 (-3%)
Value$2.4M (+$54.6K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares8,094 from 7,805
Change+289 (+4%)
Value$2.4M (+$199.6K)
Filed 2026-10-28
Duncker Streett & Co Inc
DECREASED
Shares7,981 from 8,018
Change-37 (0%)
Value$2.4M (+$105.0K)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares7,980 from 8,021
Change-41 (-1%)
Value$2.4M (+$104.0K)
Filed 2026-10-28
Cap Partners, LLC
DECREASED
Shares7,977 from 8,000
Change-23 (0%)
Value$2.4M (+$109.0K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares7,923 from 8,064
Change-141 (-2%)
Value$2.4M (+$74.7K)
Filed 2026-10-30
JBR Co Financial Management Inc
DECREASED
Shares7,787 from 9,620
Change-1,833 (-19%)
Value$2.2M (-$567.1K)
Filed 2026-10-13
Elm3 Financial Group, LLC
DECREASED
Shares7,451 from 7,609
Change-158 (-2%)
Value$2.2M (+$62.9K)
Filed 2026-10-07
Robertson Stephens Wealth Management, LLC
DECREASED
Shares7,276 from 13,061
Change-5,785 (-44%)
Value$2.2M (-$1.5M)
Filed 2026-10-16
Investors Research Corp
DECREASED
Shares7,211 from 7,594
Change-383 (-5%)
Value$2.2M (-$5.0K)
Filed 2026-10-07
Silver Lake Advisory, LLC
UNCHANGED
Shares7,211 from 7,211
Change0 (0%)
Value$2.2M (+$104.4K)
Filed 2026-10-22
Traphagen Investment Advisors LLC
INCREASED
Shares7,177 from 7,166
Change+11 (+0%)
Value$2.2M (+$107.1K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
DECREASED
Shares7,139 from 7,441
Change-302 (-4%)
Value$2.1M (+$17.1K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares7,137 from 7,193
Change-56 (-1%)
Value$2.1M (+$87.0K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares7,043 from 8,174
Change-1,131 (-14%)
Value$2.1M (-$221.2K)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares6,989 from 5,952
Change+1,037 (+17%)
Value$2.1M (+$397.3K)
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares6,931 from 6,923
Change+8 (+0%)
Value$2.1M (+$72.9K)
Filed 2026-10-16
Certuity, LLC
INCREASED
Shares6,841 from 6,833
Change+8 (+0%)
Value$2.1M (+$101.2K)
Filed 2026-11-02
Redwood Financial Network Corp
DECREASED
Shares6,663 from 7,236
Change-573 (-8%)
Value$2.0M (-$67.1K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares6,569 from 6,502
Change+67 (+1%)
Value$2.0M (+$114.1K)
Filed 2026-10-21
JSF Financial, LLC
INCREASED
Shares6,555 from 6,189
Change+366 (+6%)
Value$2.0M (+$199.4K)
Filed 2026-10-22
NorthLanding Financial Partners, LLC
DECREASED
Shares6,457 from 6,476
Change-19 (0%)
Value$1.9M (+$87.9K)
Filed 2026-10-15
EPG Wealth Management LLC
DECREASED
Shares6,445 from 6,471
Change-26 (0%)
Value$1.9M (+$85.9K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares6,236 from 6,167
Change+69 (+1%)
Value$1.9M (+$110.0K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares6,228 from 2,210
Change+4,018 (+182%)
Value$1.9M (+$1.2M)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares6,141 from 6,050
Change+91 (+2%)
Value$1.8M (+$114.9K)
Filed 2026-10-13
Canton Hathaway, LLC
DECREASED
Shares5,915 from 5,995
Change-80 (-1%)
Value$1.8M (+$62.8K)
Filed 2026-10-23
Global Financial Private Client, LLC
INCREASED
Shares5,857 from 5,827
Change+30 (+1%)
Value$1.8M (+$93.4K)
Filed 2026-10-15
Palacios Wealth Management, LLC
DECREASED
Shares5,834 from 6,089
Change-255 (-4%)
Value$1.8M (+$11.7K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares5,726 from 5,805
Change-79 (-1%)
Value$1.7M (+$113.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares5,726 from 5,805
Change-79 (-1%)
Value$1.7M (+$113.9K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares5,626 from 5,546
Change+80 (+1%)
Value$1.7M (+$104.1K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares5,394 from 5,952
Change-558 (-9%)
Value$1.6M (-$81.0K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares5,245 from 4,917
Change+328 (+7%)
Value$1.6M (+$169.7K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares5,112 from 5,112
Change0 (0%)
Value$1.5M (+$74.0K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares5,063 from 5,067
Change-4 (0%)
Value$1.5M (+$72.2K)
Filed 2026-10-21
Forte Asset Management LLC
DECREASED
Shares4,967 from 4,996
Change-29 (-1%)
Value$1.5M (+$63.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares4,956 from 4,711
Change+245 (+5%)
Value$1.5M (+$141.8K)
Filed 2026-10-08
Wiser Wealth Management, Inc
DECREASED
Shares4,920 from 5,093
Change-173 (-3%)
Value$1.5M (+$21.8K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
DECREASED
Shares4,914 from 5,327
Change-413 (-8%)
Value$1.5M (-$46.8K)
Filed 2026-11-04
Wealthstar Advisors, LLC
DECREASED
Shares4,900 from 5,134
Change-234 (-5%)
Value$1.5M (+$4.0K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,871 from 2,821
Change+2,050 (+73%)
Value$1.5M (+$656.0K)
Filed 2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares4,774 from 4,859
Change-85 (-2%)
Value$1.4M (+$44.9K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
NEW
Shares4,632
Change+4,632
Value$1.4M
Filed 2026-11-03
PUREfi Wealth, LLC
UNCHANGED
Shares4,515 from 4,515
Change0 (0%)
Value$1.4M (+$65.4K)
Filed 2026-10-19
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares4,472 from 4,472
Change0 (0%)
Value$1.3M (+$64.8K)
Filed 2026-10-09
HB Wealth Management, LLC
DECREASED
Shares4,416 from 4,757
Change-341 (-7%)
Value$1.3M (-$33.5K)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares4,333 from 4,314
Change+19 (+0%)
Value$1.3M (+$150.3K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares4,204 from 4,103
Change+101 (+2%)
Value$1.3M (+$89.7K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares4,179 from 3,814
Change+365 (+10%)
Value$1.3M (+$164.8K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares4,057 from 4,056
Change+1 (+0%)
Value$1.2M (+$59.1K)
Filed 2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.2M (+$57.9K)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares3,937 from 3,963
Change-26 (-1%)
Value$1.2M (+$49.0K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares3,800 from 3,868
Change-68 (-2%)
Value$1.1M (+$35.6K)
Filed 2026-11-05
Mcrae Capital Management Inc
INCREASED
Shares3,692 from 3,636
Change+56 (+2%)
Value$1.1M (+$69.5K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
NEW
Shares3,683
Change+3,683
Value$1.1M
Filed 2026-10-27
Flagship Harbor Advisors, LLC
INCREASED
Shares3,640 from 3,466
Change+174 (+5%)
Value$1.1M (+$102.6K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED
Shares3,577 from 3,578
Change-1 (0%)
Value$1.1M (+$51.5K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares3,568 from 3,778
Change-210 (-6%)
Value$1.1M (-$8.3K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares3,464 from 3,861
Change-397 (-10%)
Value$1.0M (-$63.2K)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares3,283 from 3,663
Change-380 (-10%)
Value$985.1K (-$61.0K)
Filed 2026-11-03
Instrumental Wealth, LLC
INCREASED
Shares3,252 from 3,214
Change+38 (+1%)
Value$975.7K (+$57.9K)
Filed 2026-10-20
Sage Mountain Advisors LLC
UNCHANGED
Shares3,217 from 3,217
Change0 (0%)
Value$965.4K (+$46.6K)
Filed 2026-11-02
Burke & Herbert Bank & Trust Co
INCREASED
Shares3,198 from 2,894
Change+304 (+11%)
Value$959.6K (+$133.1K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares3,160 from 744
Change+2,416 (+325%)
Value$948.1K (+$734.7K)
Filed 2026-10-30
Citizens Financial Group Inc
DECREASED
Shares3,147 from 3,174
Change-27 (-1%)
Value$944.4K (+$38.0K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares3,136 from 3,114
Change+22 (+1%)
Value$941.0K (+$51.8K)
Filed 2026-10-13
Alchemi Wealth, LLC
DECREASED
Shares3,124 from 3,163
Change-39 (-1%)
Value$937.4K (+$34.1K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
DECREASED
Shares3,101 from 3,103
Change-2 (0%)
Value$930.4K (+$44.2K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares3,037 from 3,037
Change0 (0%)
Value$867.9K ($0)
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$907.7K (+$43.8K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares3,011 from 2,413
Change+598 (+25%)
Value$903.5K (+$214.4K)
Filed 2026-10-14
Diversified Enterprises, LLC
NEW
Shares3,000
Change+3,000
Value$900.2K
Filed 2026-10-19
Adirondack Trust Co
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$894.1K (+$43.2K)
Filed 2026-10-14
Tandem Capital Management Corp
DECREASED
Shares2,969 from 3,049
Change-80 (-3%)
Value$890.9K (+$20.1K)
Filed 2026-10-22
Valley Brook Capital Group, Inc.
INCREASED
Shares2,943 from 2,893
Change+50 (+2%)
Value$883.2K (+$56.9K)
Filed 2026-10-26
BCS Wealth Management
UNCHANGED
Shares2,921 from 2,921
Change0 (0%)
Value$876.5K (+$42.3K)
Filed 2026-11-03
KCM Investment Advisors LLC
DECREASED
Shares2,845 from 2,947
Change-102 (-3%)
Value$853.7K (+$12.1K)
Filed 2026-10-27
Compound Planning, Inc.
UNCHANGED
Shares2,793 from 2,793
Change0 (0%)
Value$838.1K (+$40.4K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares2,783 from 3,601
Change-818 (-23%)
Value$835.1K (-$193.4K)
Filed 2026-10-15
LJI Wealth Management, LLC
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$823.7K (+$39.7K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
UNCHANGED
Shares2,735 from 2,735
Change0 (0%)
Value$820.6K (+$39.6K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$816.5K (+$39.4K)
Filed 2026-10-15
Omni 360 Wealth, Inc.
INCREASED
Shares2,714 from 2,568
Change+146 (+6%)
Value$814.4K (+$81.0K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
INCREASED
Shares2,695 from 1,037
Change+1,658 (+160%)
Value$808.6K (+$518.3K)
Filed 2026-11-02
Ehrlich Financial Group
DECREASED
Shares2,688 from 2,729
Change-41 (-1%)
Value$806.4K (+$27.2K)
Filed 2026-10-20
Keybank National Association
UNCHANGED
Shares2,647 from 2,647
Change0 (0%)
Value$794.3K (+$38.3K)
Filed 2026-11-04
Root Financial Partners, LLC
DECREASED
Shares2,580 from 2,662
Change-82 (-3%)
Value$774.1K (+$13.9K)
Filed 2026-10-21
Tranquility Partners, LLC
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$766.4K (+$37.0K)
Filed 2026-10-20
Athena Wealth Management, LLC
DECREASED
Shares2,527 from 2,576
Change-49 (-2%)
Value$758.2K (+$22.4K)
Filed 2026-10-09
Lebenthal Global Advisors, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$744.1K (+$35.9K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares2,457 from 1,036
Change+1,421 (+137%)
Value$710.9K (+$415.0K)
Filed 2026-11-03
Interchange Capital Partners, LLC
DECREASED
Shares2,424 from 2,541
Change-117 (-5%)
Value$727.3K (+$1.7K)
Filed 2026-10-28
Calamos Wealth Management LLC
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$726.7K (+$35.1K)
Filed 2026-11-02
Midwest Heritage Bank, FSB
DECREASED
Shares2,342 from 2,462
Change-120 (-5%)
Value$702.7K (-$407)
Filed 2026-10-26
Howard Financial Services, Ltd.
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$702.1K (+$33.9K)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares2,268 from 2,177
Change+91 (+4%)
Value$680.5K (+$75.0K)
Filed 2026-11-02
Capital Management Associates, Inc
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$678.1K (+$32.7K)
Filed 2026-10-20
Three Magnolias Financial Advisors, LLC
DECREASED
Shares2,250 from 3,000
Change-750 (-25%)
Value$675.1K (-$181.6K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$672.1K (+$32.4K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares2,236 from 2,282
Change-46 (-2%)
Value$671.1K (+$19.4K)
Filed 2026-10-22
Independent Wealth Network Inc.
DECREASED
Shares2,176 from 2,206
Change-30 (-1%)
Value$653.1K (+$23.0K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares2,154 from 1,998
Change+156 (+8%)
Value$646.4K (+$75.8K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares2,150
Change+2,150
Value$645.3K
Filed 2026-10-26
VCI Wealth Management LLC
DECREASED
Shares2,150 from 3,366
Change-1,216 (-36%)
Value$645.1K (-$316.1K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,134 from 2,135
Change-1 (0%)
Value$640.3K (+$46.1K)
Filed 2026-10-13
Linscomb Wealth, Inc.
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$624.1K (+$30.1K)
Filed 2026-11-05
Everett Harris & Co
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$615.1K (+$29.7K)
Filed 2026-10-28
Accelerate Investment Advisors LLC
INCREASED
Shares2,047 from 2,016
Change+31 (+2%)
Value$614.4K (+$38.6K)
Filed 2026-11-02
TFC Financial Management, Inc.
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$611.5K (+$29.5K)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares2,032 from 2,035
Change-3 (0%)
Value$609.7K (+$28.6K)
Filed 2026-10-26
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares2,028 from 2,201
Change-173 (-8%)
Value$608.5K (-$20.0K)
Filed 2026-10-29
Altus Wealth Group LLC
DECREASED
Shares2,011 from 2,078
Change-67 (-3%)
Value$603.4K (+$10.0K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares1,990 from 1,614
Change+376 (+23%)
Value$604.6K (+$149.2K)
Filed 2026-10-09
Balance Wealth Partners LLC
DECREASED
Shares1,948 from 2,697
Change-749 (-28%)
Value$584.5K (-$185.8K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares1,916 from 116
Change+1,800 (+1552%)
Value$575.0K (+$541.8K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares1,874 from 1,862
Change+12 (+1%)
Value$562.4K (+$30.7K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$558.7K (+$27.0K)
Filed 2026-10-05
Signaturefd, LLC
INCREASED
Shares1,853 from 1,852
Change+1 (+0%)
Value$555.9K (+$27.0K)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares1,850 from 1,562
Change+288 (+18%)
Value$555.0K (+$108.8K)
Filed 2026-10-15
Magnolia Capital Management LTD
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$552.0K (+$551.5K)
Filed 2026-10-09
Rise Advisors, LLC
DECREASED
Shares1,821 from 1,956
Change-135 (-7%)
Value$546.3K (-$12.2K)
Filed 2026-10-16
Willis Johnson Wealth, Inc.
INCREASED
Shares1,812 from 1,811
Change+1 (+0%)
Value$543.9K (+$26.7K)
Filed 2026-11-03
Selective Wealth Management, Inc.
INCREASED
Shares1,802 from 1,801
Change+1 (+0%)
Value$526.1K (+$39.5K)
Filed 2026-10-16
True Link Financial Advisors, LLC
DECREASED
Shares1,800 from 1,987
Change-187 (-9%)
Value$540.1K (-$27.3K)
Filed 2026-10-27
Monte Financial Group, LLC
INCREASED
Shares1,798 from 1,747
Change+51 (+3%)
Value$539.5K (+$67.6K)
Filed 2026-11-02
HUB Investment Partners, LLC
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$533.6K (+$25.9K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares1,775 from 1,809
Change-34 (-2%)
Value$532.7K (+$16.0K)
Filed 2026-10-08
Sowell Financial Services LLC
INCREASED
Shares1,739 from 1,723
Change+16 (+1%)
Value$521.9K (+$29.9K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares1,728 from 1,717
Change+11 (+1%)
Value$524.1K (+$43.3K)
Filed 2026-11-02
Swmg, LLC
DECREASED
Shares1,725 from 1,766
Change-41 (-2%)
Value$488.3K (-$5.7K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares1,720 from 1,170
Change+550 (+47%)
Value$516.1K (+$181.8K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
INCREASED
Shares1,667 from 1,444
Change+223 (+15%)
Value$500.3K (+$88.0K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares1,655 from 1,273
Change+382 (+30%)
Value$496.6K (+$133.1K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares1,652 from 1,280
Change+372 (+29%)
Value$495.7K (+$130.2K)
Filed 2026-11-04
Centurion Wealth Management LLC
INCREASED
Shares1,618 from 1,614
Change+4 (+0%)
Value$485.6K (+$24.7K)
Filed 2026-10-13
Lineweaver Wealth Advisors, LLC
INCREASED
Shares1,577 from 1,559
Change+18 (+1%)
Value$473.3K (+$28.1K)
Filed 2026-10-13
SpringVest Wealth Management LLC
DECREASED
Shares1,564 from 1,600
Change-36 (-2%)
Value$469.3K (+$12.4K)
Filed 2026-10-27
Parsons Capital Management Inc
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$468.1K (+$22.6K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares1,550 from 1,561
Change-11 (-1%)
Value$465.0K (+$19.2K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares1,549 from 1,545
Change+4 (+0%)
Value$464.8K (+$23.6K)
Filed 2026-10-13
Greenleaf Trust
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$458.8K (+$22.1K)
Filed 2026-10-29
MCF Advisors LLC
INCREASED
Shares1,510 from 1,509
Change+1 (+0%)
Value$453.0K (+$22.0K)
Filed 2026-10-28
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$462.4K (+$50.9K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
DECREASED
Shares1,487 from 1,520
Change-33 (-2%)
Value$446.1K (+$12.0K)
Filed 2026-10-21
Fifth Third Securities, Inc.
DECREASED
Shares1,483 from 1,576
Change-93 (-6%)
Value$445.0K (-$5.1K)
Filed 2026-10-21
Verdence Capital Advisors LLC
INCREASED
Shares1,473 from 1,116
Change+357 (+32%)
Value$441.9K (+$123.2K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$442.0K (+$21.3K)
Filed 2026-10-21
WBH Advisory Inc
DECREASED
Shares1,453 from 1,570
Change-117 (-7%)
Value$436.0K (-$12.4K)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares1,448 from 1,285
Change+163 (+13%)
Value$434.5K (+$67.5K)
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares1,441 from 1,238
Change+203 (+16%)
Value$432.3K (+$78.7K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$426.1K (+$20.6K)
Filed 2026-10-16
Busey Bank
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$422.5K (+$20.4K)
Filed 2026-10-26
AlphaCore Capital LLC
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$419.5K (+$20.2K)
Filed 2026-11-04
Mascoma Wealth Management LLC
INCREASED
Shares1,365 from 750
Change+615 (+82%)
Value$409.6K (+$195.4K)
Filed 2026-10-23
Moneco Advisors, LLC
INCREASED
Shares1,362 from 1,317
Change+45 (+3%)
Value$408.7K (+$32.6K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED
Shares1,341 from 1,341
Change0 (0%)
Value$402.4K (+$19.4K)
Filed 2026-11-02
XY Planning Network, Inc.
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$401.9K (+$19.5K)
Filed 2026-10-14
Michels Family Financial, LLC
INCREASED
Shares1,333 from 1,078
Change+255 (+24%)
Value$400.1K (+$92.3K)
Filed 2026-11-02
Fortress Financial Solutions, LLC
NEW
Shares1,323
Change+1,323
Value$396.9K
Filed 2026-10-14
Investmark Advisory Group LLC
DECREASED
Shares1,313 from 1,697
Change-384 (-23%)
Value$394.0K (-$90.6K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares1,303 from 1,918
Change-615 (-32%)
Value$390.8K (-$156.8K)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares1,303 from 1,261
Change+42 (+3%)
Value$391.0K (+$30.9K)
Filed 2026-10-26
RM Financial Services, LLC
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$390.4K (+$18.8K)
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares1,300 from 1,299
Change+1 (+0%)
Value$390.1K (+$19.1K)
Filed 2026-11-05
Ipsen Advisor Group LLC
DECREASED
Shares1,271 from 1,283
Change-12 (-1%)
Value$381.3K (+$15.0K)
Filed 2026-10-29
Veltria Advisors Corp.
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$379.9K (+$18.3K)
Filed 2026-11-05
Krilogy Financial LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$380.4K (+$20.6K)
Filed 2026-10-13
KW Wealth Management LLC
NEW
Shares1,204
Change+1,204
Value$361.5K
Filed 2026-10-28
RVW Wealth, LLC
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$359.8K (+$17.4K)
Filed 2026-10-06
Choreo, LLC
NEW
Shares1,160
Change+1,160
Value$346.4K
Filed 2026-10-28
Concord Wealth Partners
INCREASED
Shares1,158 from 1,157
Change+1 (+0%)
Value$347.5K (+$17.1K)
Filed 2026-11-02
Strategic Point Investment Advisors, LLC
DECREASED
Shares1,155 from 1,190
Change-35 (-3%)
Value$346.6K (+$6.7K)
Filed 2026-10-29
MY Wealth Management Inc.
DECREASED
Shares1,128 from 1,195
Change-67 (-6%)
Value$338.5K (-$2.9K)
Filed 2026-10-21
Tower Trust & Investment Co
DECREASED
Shares1,105 from 1,657
Change-552 (-33%)
Value$331.6K (-$141.6K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,101 from 1,034
Change+67 (+6%)
Value$330.2K (+$35.0K)
Filed 2026-10-13
Riggs Asset Managment Co. Inc.
INCREASED
Shares1,076 from 1,042
Change+34 (+3%)
Value$322.9K (+$25.3K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
NEW
Shares1,064
Change+1,064
Value$319.4K
Filed 2026-10-29
TSA Wealth Managment LLC
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$317.5K (+$15.3K)
Filed 2026-10-22
Thrive Capital Management, LLC
INCREASED
Shares1,050 from 867
Change+183 (+21%)
Value$315.1K (+$67.4K)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$313.6K (+$15.1K)
Filed 2026-10-06
Financial Council, LLC
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$310.9K (+$15.0K)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$308.5K (+$14.9K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,013 from 239
Change+774 (+324%)
Value$307.2K (+$240.3K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,012 from 977
Change+35 (+4%)
Value$303.7K (+$24.6K)
Filed 2026-10-28
Lodestone Wealth Management LLC
DECREASED
Shares993 from 997
Change-4 (0%)
Value$298.1K (+$13.2K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$298.0K (+$14.4K)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$295.0K (+$14.2K)
Filed 2026-10-20
Trust Point Inc.
DECREASED
Shares971 from 990
Change-19 (-2%)
Value$291.4K (+$15.8K)
Filed 2026-10-27
VestGen Advisors, LLC
DECREASED
Shares947 from 981
Change-34 (-3%)
Value$284.3K (+$4.0K)
Filed 2026-10-27
Venture Visionary Partners LLC
INCREASED
Shares925 from 885
Change+40 (+5%)
Value$277.6K (+$24.9K)
Filed 2026-10-07
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$271.9K (+$13.1K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares900
Change+900
Value$246
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
INCREASED
Shares896 from 200
Change+696 (+348%)
Value$268.9K (+$211.7K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$267.1K (+$12.9K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares884 from 508
Change+376 (+74%)
Value$265.3K (+$120.2K)
Filed 2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED
Shares874 from 873
Change+1 (+0%)
Value$262.1K (+$12.8K)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$262.3K (+$12.7K)
Filed 2026-10-20
Fulcrum Equity Management
DECREASED
Shares866 from 1,147
Change-281 (-24%)
Value$259.8K (-$67.8K)
Filed 2026-10-21
Obermeyer Wealth Partners
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$259.9K (+$12.5K)
Filed 2026-10-21
Keystone Wealth Services, LLC
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$257.6K (+$10.8K)
Filed 2026-11-03
Regions Financial Corp
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$259.0K (+$12.5K)
Filed 2026-11-05
Smith Chas P & Associates PA Cpas
DECREASED
Shares860 from 861
Change-1 (0%)
Value$243.8K (-$2.1K)
Filed 2026-10-22
Modera Wealth Management, LLC
NEW
Shares846
Change+846
Value$253.9K
Filed 2026-10-28
Soundwatch Capital LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$257.6K (+$17.4K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$251.0K (+$12.0K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$250.9K (+$12.1K)
Filed 2026-11-03
Roman Butler Fullerton & Co
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$234.2K (+$9.1K)
Filed 2026-10-27
Endowment Wealth Management, Inc.
INCREASED
Shares802 from 801
Change+1 (+0%)
Value$240.5K (+$11.9K)
Filed 2026-11-03
Stone House Investment Management, LLC
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$240.3K (+$11.6K)
Filed 2026-10-23
Dakota Community Bank & Trust NA
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$240.0K (+$11.6K)
Filed 2026-10-09
Peak Financial Management, Inc.
INCREASED
Shares778 from 777
Change+1 (+0%)
Value$233.5K (+$11.3K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$231.3K (+$11.2K)
Filed 2026-10-15
Indivisible Partners
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$230.1K (+$11.1K)
Filed 2026-10-26
Sugar Maple Asset Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$225.0K (+$10.9K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
INCREASED
Shares740 from 737
Change+3 (+0%)
Value$222.0K (+$11.6K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$220.5K (+$10.6K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares733 from 968
Change-235 (-24%)
Value$219.8K (-$56.5K)
Filed 2026-10-22
Legacy Solutions, LLC
NEW
Shares727
Change+727
Value$218.1K
Filed 2026-10-07
Guild Investment Management, Inc.
DECREASED
Shares725 from 825
Change-100 (-12%)
Value$217.5K (-$18.1K)
Filed 2026-11-03
World Equity Group, Inc.
NEW
Shares724
Change+724
Value$217.2K
Filed 2026-10-14
Able Wealth Management LLC
NEW
Shares723
Change+723
Value$223.0K
Filed 2026-10-13
Sentinel Pension Advisors, LLC
NEW
Shares720
Change+720
Value$216.0K
Filed 2026-11-02
Schmidt P J Investment Management Inc
DECREASED
Shares717 from 752
Change-35 (-5%)
Value$215.1K (+$387)
Filed 2026-11-02
Rede Wealth, LLC
DECREASED
Shares717 from 726
Change-9 (-1%)
Value$215.1K (+$7.8K)
Filed 2026-10-22
Royal Fund Management, LLC
INCREASED
Shares706 from 705
Change+1 (+0%)
Value$211.9K (+$10.5K)
Filed 2026-10-22
Evolution Wealth Advisors, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$211.5K (+$10.2K)
Filed 2026-11-03
Kingsbury Capital Investment Advisors LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$211.6K (+$10.4K)
Filed 2026-10-20
Summit Place Financial Advisors, LLC
DECREASED
Shares700 from 850
Change-150 (-18%)
Value$210.0K (-$32.7K)
Filed 2026-10-23
Gryphon Financial Partners LLC
NEW
Shares693
Change+693
Value$207.8K
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares692 from 1,232
Change-540 (-44%)
Value$207.8K (-$144.2K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares683 from 438
Change+245 (+56%)
Value$205.1K (+$80.0K)
Filed 2026-11-05
Stablepoint Partners, LLC
NEW
Shares682
Change+682
Value$204.6K
Filed 2026-11-03
Signature Wealth Management Partners, LLC
NEW
Shares675
Change+675
Value$202.5K
Filed 2026-10-21
Platform Technology Partners
NEW
Shares674
Change+674
Value$202.2K
Filed 2026-11-02
Montis Financial, LLC
NEW
Shares669
Change+669
Value$200.6K
Filed 2026-11-04
Curran Financial Partners, LLC
NEW
Shares667
Change+667
Value$200.1K
Filed 2026-11-04
Acumen Wealth Advisors, LLC
DECREASED
Shares657 from 1,314
Change-657 (-50%)
Value$197.2K (-$178.2K)
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$194.4K (+$9.4K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$182.7K (+$8.8K)
Filed 2026-10-15
Main Street Group, LTD
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$181.7K (+$8.8K)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares591 from 100
Change+491 (+491%)
Value$177.3K (+$148.8K)
Filed 2026-10-21
IFS Advisors, LLC
NEW
Shares565
Change+565
Value$169.7K
Filed 2026-10-14
New England Capital Financial Advisors LLC
INCREASED
Shares546 from 545
Change+1 (+0%)
Value$163.7K (+$8.1K)
Filed 2026-11-03
Country Trust Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$150.0K (+$7.2K)
Filed 2026-10-30
Belvedere Trading LLC
NEW
Shares464
Change+464
Value$139.2K
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$135.0K (+$6.5K)
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$103.8K (+$5.0K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares344
Change+344
Value$103.2K
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$102.0K (+$4.9K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$95.1K (+$4.6K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares300 from 262
Change+38 (+15%)
Value$90.0K (+$15.2K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares285 from 262
Change+23 (+9%)
Value$85.4K (+$10.7K)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$80.4K (+$3.9K)
Filed 2026-10-27
Holos Integrated Wealth LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$69.0K (+$3.6K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares232
Change+232
Value$69.6K
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$60.3K (+$2.9K)
Filed 2026-10-16
Mainstream Capital Management LLC
NEW
Shares197
Change+197
Value$59.1K
Filed 2026-10-23
Chilton Capital Management LLC
NEW
Shares180
Change+180
Value$54.0K
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$53.4K (+$2.6K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares172 from 173
Change-1 (-1%)
Value$51.6K (+$2.3K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$49.8K (+$2.2K)
Filed 2026-10-16
Blueline Advisors LLC
DECREASED
Shares164 from 217
Change-53 (-24%)
Value$49.3K (-$12.8K)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$39.9K (+$2.7K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares112 from 17
Change+95 (+559%)
Value$33.7K (+$28.8K)
Filed 2026-11-04
Roxbury Financial LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$31.8K (+$1.5K)
Filed 2026-10-01
Jacobi Capital Management LLC
NEW
Shares103
Change+103
Value$30.9K
Filed 2026-11-05
McCarley & Cook Financial Planners
NEW
Shares103
Change+103
Value$30.9K
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$28.7K (+$1.4K)
Filed 2026-10-22
Pillar Financial Advisors, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$26.7K (+$1.3K)
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$24.4K (+$1.2K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares79
Change+79
Value$23.7K
Filed 2026-11-03
Capital Investment Counsel, Inc
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$21.9K (+$1.1K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares68
Change+68
Value$20.4K
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$18.0K (+$18.0K)
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$17.1K (+$825)
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$16.8K (+$811)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$16.2K (+$782)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
INCREASED
Shares53 from 36
Change+17 (+47%)
Value$15.9K (+$5.6K)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$15.6K (+$753)
Filed 2026-11-05
CKW Financial Group
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$15.0K (+$15.0K)
Filed 2026-10-29
Jnba Financial Advisors
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$14.7K (+$709)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares48
Change+48
Value$14.4K
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$14.0K (+$1.1K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$13.6K (+$655)
Filed 2026-10-23
TD Waterhouse Canada Inc.
NEW
Shares40
Change+40
Value$12.1K
Filed 2026-10-16
Avion Wealth
DECREASED
Shares38 from 39
Change-1 (-3%)
Value$11 ($0)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares33
Change+33
Value$9.9K
Filed 2026-10-09
PFS Partners, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$9.2K (+$452)
Filed 2026-10-21
Tower View Wealth Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.1K (+$448)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.0K (+$435)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$8.7K (+$420)
Filed 2026-10-15
Strategic Advocates LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.5K (+$362)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$5.4K (+$261)
Filed 2026-10-21
Rydar Equities, Inc.
NEW
Shares16
Change+16
Value$5.0K
Filed 2026-10-13
Chapman Financial Group, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.9K (+$236)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.2K (+$202)
Filed 2026-10-14
Contravisory Investment Management, Inc.
NEW
Shares10
Change+10
Value$3.0K
Filed 2026-10-13
Trust Co
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.7K (+$131)
Filed 2026-10-09
Midwest Capital Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$904 (+$44)
Filed 2026-11-04
IPG Investment Advisors LLC
CLOSED
Shares0 from 8,240
Change-8,240 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 839
Change-839 (-100%)
Value$0 (-$239.6K)
Filed 2026-11-02
Evergreen Capital Management LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-23
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 744
Change-744 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$138.8K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$117.2K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$65.8K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-28
SYM Financial Corp
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$28.6K)
Filed 2026-10-26
Evolution Wealth Management Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-28
Sarver Vrooman Wealth Advisors
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-01
Founders Capital Management
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-13
GoalVest Advisory LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.1M (+$65.2K)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 1,343,888
Change-1,343,888 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 953,420
Change-953,420 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 768,233
Change-768,233 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 669,504
Change-669,504 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 407,348
Change-407,348 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 357,389
Change-357,389 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 319,994
Change-319,994 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 300,577
Change-300,577 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 271,093
Change-271,093 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 232,327
Change-232,327 (-100%)
Value—
FMR LLC
N/A
Shares— from 212,226
Change-212,226 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 198,769
Change-198,769 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 154,792
Change-154,792 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 148,363
Change-148,363 (-100%)
Value—
UBS Group AG
N/A
Shares— from 130,558
Change-130,558 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 117,953
Change-117,953 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 114,710
Change-114,710 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 112,782
Change-112,782 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 111,207
Change-111,207 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 104,020
Change-104,020 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 103,149
Change-103,149 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 98,702
Change-98,702 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 96,503
Change-96,503 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 84,177
Change-84,177 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 67,142
Change-67,142 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 60,737
Change-60,737 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 59,751
Change-59,751 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 58,462
Change-58,462 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 56,502
Change-56,502 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 55,671
Change-55,671 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 53,844
Change-53,844 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 51,730
Change-51,730 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,507
Change-49,507 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 46,724
Change-46,724 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 45,909
Change-45,909 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 42,428
Change-42,428 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 40,064
Change-40,064 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,762
Change-36,762 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 35,753
Change-35,753 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,737
Change-31,737 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,905
Change-28,905 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 28,894
Change-28,894 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 28,692
Change-28,692 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 28,012
Change-28,012 (-100%)
Value—
&partners
N/A
Shares— from 25,072
Change-25,072 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,622
Change-24,622 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,191
Change-24,191 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 23,942
Change-23,942 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,401
Change-23,401 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 20,665
Change-20,665 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,142
Change-20,142 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,062
Change-20,062 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,760
Change-19,760 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 19,724
Change-19,724 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 19,550
Change-19,550 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,001
Change-19,001 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 18,443
Change-18,443 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 18,143
Change-18,143 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,112
Change-18,112 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 17,467
Change-17,467 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 16,554
Change-16,554 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,996
Change-15,996 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 15,868
Change-15,868 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 14,831
Change-14,831 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,391
Change-12,391 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 11,957
Change-11,957 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,733
Change-11,733 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 11,235
Change-11,235 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,550
Change-10,550 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,224
Change-10,224 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,199
Change-10,199 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 9,951
Change-9,951 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 9,719
Change-9,719 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 9,372
Change-9,372 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 9,012
Change-9,012 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
Nwam LLC
N/A
Shares— from 7,787
Change-7,787 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,735
Change-5,735 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,641
Change-5,641 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 893
Change-893 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 854
Change-854 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 819
Change-819 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 784
Change-784 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 777
Change-777 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 760
Change-760 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 750
Change-750 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 738
Change-738 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 732
Change-732 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 690
Change-690 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 676
Change-676 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 671
Change-671 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 607
Change-607 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 402
Change-402 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 355
Change-355 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 345
Change-345 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 344
Change-344 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 312
Change-312 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 260
Change-260 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 210
Change-210 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 210
Change-210 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 206
Change-206 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 133
Change-133 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 114
Change-114 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 89
Change-89 (-100%)
Value—
Motco
N/A
Shares— from 77
Change-77 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20
Change-20 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED2,145,5222,009,121+136,401+7%$573.8M$643.8M+$70.0M2026-11-04
AGF Management LTD
INCREASED777,306690,136+87,170+13%$197.1M$233.2M+$36.1M2026-11-03
Commonwealth Equity Services, LLC
DECREASED549,761668,463-118,702-18%$190.9M$165.0M-$25.9M2026-11-02
Kestra Investment Management, LLC
INCREASED339,699323,063+16,636+5%$92.3M$101.9M+$9.7M2026-11-04
Kestra Advisory Services, LLC
INCREASED270,806180,189+90,617+50%$51.5M$81.3M+$29.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED259,270257,555+1,715+1%$73.6M$77.8M+$4.2M2026-11-02
TBH Global Asset Management, LLC
INCREASED157,69517,806+139,889+786%$5.1M$11.5M+$6.4M2026-11-03
Independence Financial Advisors, LLC
INCREASED150,522141,263+9,259+7%$40.3M$45.2M+$4.8M2026-10-08
Vicus Capital
INCREASED115,836109,437+6,399+6%$31.3M$34.8M+$3.5M2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED106,409118,093-11,684-10%$33.7M$31.9M-$1.8M2026-10-20
Yoder Wealth Management, Inc.
INCREASED105,929104,253+1,676+2%$29.8M$31.8M+$2.0M2026-10-13
PFG Advisors
DECREASED102,774102,879-1050%$29.4M$30.8M+$1.5M2026-10-16
Financial Partners Group, Inc
DECREASED102,270105,746-3,476-3%$30.2M$30.7M+$488.0K2026-10-19
Citigroup Inc
INCREASED94,45186,044+8,407+10%$24.6M$28.3M+$3.8M2026-11-04
Fischer Financial Services, Inc.
DECREASED87,86388,406-543-1%$25.2M$26.4M+$1.1M2026-10-30
SteelPeak Wealth, LLC
INCREASED85,5403,436+82,104+2390%$981.4K$25.7M+$24.7M2026-10-16
Marotta Asset Management
INCREASED75,67972,185+3,494+5%$20.2M$22.7M+$2.5M2026-10-02
Kraft, Davis & Associates, LLC
DECREASED74,18776,376-2,189-3%$20.9M$21.4M+$449.6K2026-10-21
Parallel Advisors, LLC
INCREASED67,2743,994+63,280+1584%$1.1M$20.2M+$19.0M2026-11-03
Armor Investment Advisors, LLC
DECREASED54,45256,066-1,614-3%$16.0M$16.3M+$327.6K2026-10-27
Creative Planning
INCREASED51,30747,835+3,472+7%$13.7M$15.4M+$1.7M2026-11-02
Smith Salley Wealth Management
DECREASED45,15345,191-380%$12.9M$13.5M+$643.1K2026-11-03
Clear Wave Wealth Management LLC
INCREASED42,84440,454+2,390+6%$11.6M$12.9M+$1.3M2026-11-04
Primoris Wealth Advisors, LLC
DECREASED40,82541,251-426-1%$11.8M$12.3M+$471.1K2026-10-28
Claro Advisors Inc.
DECREASED38,54242,104-3,562-8%$12.0M$11.6M-$459.2K2026-11-02
Traynor Capital Management, Inc.
DECREASED38,47138,870-399-1%$11.1M$11.5M+$443.2K2026-10-29
Signal Advisors Wealth, LLC
INCREASED37,73211,798+25,934+220%$3.4M$11.3M+$8.0M2026-10-13
Assetmark, Inc
INCREASED36,57636,327+249+1%$10.4M$11.0M+$600.7K2026-10-21
CX Institutional
DECREASED35,64346,147-10,504-23%$13.2K$10.7K-$2.5K2026-10-02
J.W. Cole Advisors, Inc.
INCREASED35,35735,007+350+1%$10.0M$10.6M+$612.0K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED34,87637,112-2,236-6%$10.6M$10.5M-$133.6K2026-10-29
Crumly & Associates Inc.
DECREASED33,36033,452-920%$9.6M$10.0M+$456.8K2026-10-07
Go Invest LLC
INCREASED32,68030,194+2,486+8%$8.6M$9.8M+$1.2M2026-10-09
Sterling Investment Counsel, LLC
DECREASED32,24535,541-3,296-9%$10.1M$9.7M-$474.3K2026-10-19
Southern Capital Advisors, LLC
DECREASED31,93031,972-420%$9.1M$9.6M+$450.4K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED30,83926,599+4,240+16%$7.6M$9.3M+$1.7M2026-10-30
Sigma Planning Corp
INCREASED30,47330,272+201+1%$8.6M$9.1M+$498.7K2026-10-23
Meridian Wealth Management, LLC
INCREASED29,51525,285+4,230+17%$7.2M$8.9M+$1.6M2026-11-05
Financial Perspectives, Inc
INCREASED29,50729,202+305+1%$8.3M$8.9M+$514.4K2026-11-03
High Point Wealth Management, LLC
DECREASED29,33929,412-730%$8.4M$8.8M+$404.0K2026-11-05
Aspetuck Financial Management LLC
INCREASED28,87928,363+516+2%$8.1M$8.7M+$565.5K2026-11-04
KDK Private Wealth Management, LLC
DECREASED27,40727,613-206-1%$7.9M$8.2M+$338.2K2026-11-03
Brighton Jones LLC
DECREASED26,35527,307-952-3%$7.8M$7.9M+$109.6K2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
INCREASED26,21720,358+5,859+29%$5.8M$7.9M+$2.1M2026-10-28
Capital Planning LLC
DECREASED26,19426,350-156-1%$7.5M$7.9M+$334.7K2026-10-09
Bank of New York Mellon Corp
INCREASED25,20312,965+12,238+94%$3.7M$7.6M+$3.9M2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED24,48624,425+61+0%$7.0M$7.3M+$372.0K2026-10-21
Northwest Wealth Advisors, LLC
INCREASED24,29622,746+1,550+7%$6.5M$7.3M+$794.6K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED23,20323,544-341-1%$6.6M$7.0M+$407.1K2026-10-13
Lynch & Associates
DECREASED22,54023,195-655-3%$6.6M$6.8M+$139.3K2026-10-13
Beaumont Financial Advisors, LLC
DECREASED21,78522,232-447-2%$6.3M$6.5M+$187.6K2026-10-22
Integrated Advisors Network LLC
DECREASED21,13624,208-3,072-13%$6.9M$6.3M-$571.2K2026-10-20
Integrity Alliance, Llc.
INCREASED20,2192,604+17,615+676%$743.7K$6.1M+$5.3M2026-10-29
Chicago Partners Investment Group LLC
DECREASED19,92020,033-113-1%$5.5M$5.7M+$189.3K2026-10-27
Fingerlakes Wealth Management, Inc.
INCREASED19,62619,535+91+0%$5.6M$5.9M+$310.3K2026-11-04
Smith Shellnut Wilson LLC
INCREASED18,90718,617+290+2%$5.3M$5.7M+$356.6K2026-10-21
Heck Capital Advisors, LLC
DECREASED18,56322,559-3,996-18%$6.4M$5.6M-$872.3K2026-10-14
Mokosak Advisory Group, LLC
DECREASED18,24218,710-468-2%$5.3M$5.5M+$130.8K2026-10-20
Prospera Financial Services Inc
DECREASED18,17318,855-682-4%$5.4M$5.1M-$313.8K2026-11-04
SAX Wealth Advisors, LLC
INCREASED17,55014,490+3,060+21%$3.0M$5.3M+$2.3M2026-10-13
Succession Financial, Inc.
INCREASED17,48311,956+5,527+46%$3.4M$5.2M+$1.8M2026-10-14
Alliance Private Wealth, LLC
DECREASED17,25618,110-854-5%$5.2M$5.2M+$6.1K2026-10-20
Axxcess Wealth Management, LLC
INCREASED17,0901,552+15,538+1001%$443.1K$5.1M+$4.7M2026-10-21
Dahring | Cusmano LLC
INCREASED16,64716,423+224+1%$4.7M$5.0M+$305.3K2026-11-03
Secure Asset Management, LLC
INCREASED16,34215,394+948+6%$4.4M$4.9M+$507.3K2026-10-19
American National Bank & Trust
INCREASED16,01015,433+577+4%$4.4M$4.8M+$396.7K2026-10-07
Investment Management Corp
NEW15,903—+15,903——$4.8M—2026-11-03
Samalin Investment Counsel, LLC
INCREASED15,58314,953+630+4%$4.3M$4.7M+$405.4K2026-10-23
Visionary Wealth Advisors
DECREASED15,26415,844-580-4%$4.5M$4.6M+$55.5K2026-11-04
Davenport & Co LLC
INCREASED15,14114,456+685+5%$4.1M$4.5M+$414.8K2026-10-14
Eley Financial Management, Inc
DECREASED14,74114,748-70%$4.2M$4.4M+$211.5K2026-11-03
Maltin Wealth Management, Inc.
DECREASED13,64613,684-380%$3.9M$4.1M+$186.6K2026-10-13
Certified Advisory Corp
INCREASED13,31212,232+1,080+9%$3.5M$4.0M+$501.2K2026-10-29
Atria Investments, Inc
INCREASED12,8338,701+4,132+47%$2.5M$3.9M+$1.4M2026-10-15
Farther Finance Advisors, LLC
DECREASED12,47512,868-393-3%$3.7M$3.7M+$69.3K2026-10-08
Northbridge Financial Group, LLC
INCREASED12,42412,146+278+2%$3.5M$3.9M+$381.9K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED12,3214,585+7,736+169%$1.3M$3.7M+$2.4M2026-10-16
Golden State Wealth Management, LLC
INCREASED12,12711,773+354+3%$3.4M$3.6M+$276.9K2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED11,27210,222+1,050+10%$2.9M$3.4M+$464.1K2026-11-05
New York Life Investment Management LLC
DECREASED11,21313,002-1,789-14%$3.7M$3.4M-$348.5K2026-11-04
Acorn Financial Advisory Services Inc
DECREASED10,94911,194-245-2%$3.2M$3.3M+$88.9K2026-11-02
Cooper Financial Group
INCREASED10,54110,539+2+0%$3.0M$3.2M+$153.2K2026-10-07
Atlas Brown,Inc.
DECREASED10,45310,481-280%$3.0M$3.1M+$143.4K2026-10-09
Hippocratic Financial Advisors, LLC
NEW10,079—+10,079——$3.0M—2026-10-13
Summit Wealth Group LLC / Co
DECREASED10,01312,547-2,534-20%$3.6M$3.0M-$578.7K2026-10-29
RFG Advisory, LLC
INCREASED9,9809,513+467+5%$2.7M$3.0M+$277.9K2026-11-03
BridgePort Financial Solutions, LLC
INCREASED9,8379,261+576+6%$2.6M$3.0M+$306.9K2026-11-02
IFP Advisors, Inc
INCREASED9,7748,366+1,408+17%$2.4M$2.9M+$543.6K2026-10-16
Vise Technologies, Inc.
INCREASED9,5474,015+5,532+138%$1.1M$2.9M+$1.7M2026-10-29
Victory Financial Group, LLC
NEW9,348—+9,348——$2.8M—2026-10-27
Focus Financial Network, Inc.
INCREASED8,4148,293+121+1%$2.4M$2.5M+$156.5K2026-10-14
Avior Wealth Management, LLC
DECREASED8,0978,316-219-3%$2.4M$2.4M+$54.6K2026-10-13
Soltis Investment Advisors LLC
INCREASED8,0947,805+289+4%$2.2M$2.4M+$199.6K2026-10-28
Duncker Streett & Co Inc
DECREASED7,9818,018-370%$2.3M$2.4M+$105.0K2026-10-27
MGO One Seven LLC
DECREASED7,9808,021-41-1%$2.3M$2.4M+$104.0K2026-10-28
Cap Partners, LLC
DECREASED7,9778,000-230%$2.3M$2.4M+$109.0K2026-10-19
Truist Financial Corp
DECREASED7,9238,064-141-2%$2.3M$2.4M+$74.7K2026-10-30
JBR Co Financial Management Inc
DECREASED7,7879,620-1,833-19%$2.7M$2.2M-$567.1K2026-10-13
Elm3 Financial Group, LLC
DECREASED7,4517,609-158-2%$2.2M$2.2M+$62.9K2026-10-07
Robertson Stephens Wealth Management, LLC
DECREASED7,27613,061-5,785-44%$3.7M$2.2M-$1.5M2026-10-16
Investors Research Corp
DECREASED7,2117,594-383-5%$2.2M$2.2M-$5.0K2026-10-07
Silver Lake Advisory, LLC
UNCHANGED7,2117,21100%$2.1M$2.2M+$104.4K2026-10-22
Traphagen Investment Advisors LLC
INCREASED7,1777,166+11+0%$2.0M$2.2M+$107.1K2026-10-14
Client 1ST Advisory Group, LLC
DECREASED7,1397,441-302-4%$2.1M$2.1M+$17.1K2026-10-19
Wedbush Securities Inc
DECREASED7,1377,193-56-1%$2.1M$2.1M+$87.0K2026-10-22
Spire Wealth Management
DECREASED7,0438,174-1,131-14%$2.3M$2.1M-$221.2K2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED6,9895,952+1,037+17%$1.7M$2.1M+$397.3K2026-10-20
Sweeney & Michel, LLC
INCREASED6,9316,923+8+0%$2.0M$2.1M+$72.9K2026-10-16
Certuity, LLC
INCREASED6,8416,833+8+0%$2.0M$2.1M+$101.2K2026-11-02
Redwood Financial Network Corp
DECREASED6,6637,236-573-8%$2.1M$2.0M-$67.1K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED6,5696,502+67+1%$1.9M$2.0M+$114.1K2026-10-21
JSF Financial, LLC
INCREASED6,5556,189+366+6%$1.8M$2.0M+$199.4K2026-10-22
NorthLanding Financial Partners, LLC
DECREASED6,4576,476-190%$1.8M$1.9M+$87.9K2026-10-15
EPG Wealth Management LLC
DECREASED6,4456,471-260%$1.8M$1.9M+$85.9K2026-11-03
Strategic Blueprint, LLC
INCREASED6,2366,167+69+1%$1.8M$1.9M+$110.0K2026-10-22
Y-Intercept (Hong Kong) Ltd
INCREASED6,2282,210+4,018+182%$631.1K$1.9M+$1.2M2026-10-16
Independent Financial Group, LLC
INCREASED6,1416,050+91+2%$1.7M$1.8M+$114.9K2026-10-13
Canton Hathaway, LLC
DECREASED5,9155,995-80-1%$1.7M$1.8M+$62.8K2026-10-23
Global Financial Private Client, LLC
INCREASED5,8575,827+30+1%$1.7M$1.8M+$93.4K2026-10-15
Palacios Wealth Management, LLC
DECREASED5,8346,089-255-4%$1.7M$1.8M+$11.7K2026-11-04
Diversify Advisory Services, LLC
DECREASED5,7265,805-79-1%$1.6M$1.7M+$113.9K2026-10-20
Diversify Wealth Management, LLC
DECREASED5,7265,805-79-1%$1.6M$1.7M+$113.9K2026-10-20
Csenge Advisory Group
INCREASED5,6265,546+80+1%$1.6M$1.7M+$104.1K2026-11-04
Park Avenue Securities LLC
DECREASED5,3945,952-558-9%$1.7M$1.6M-$81.0K2026-10-26
Simplicity Wealth,LLC
INCREASED5,2454,917+328+7%$1.4M$1.6M+$169.7K2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED5,1125,11200%$1.5M$1.5M+$74.0K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED5,0635,067-40%$1.4M$1.5M+$72.2K2026-10-21
Forte Asset Management LLC
DECREASED4,9674,996-29-1%$1.4M$1.5M+$63.5K2026-10-13
CoreCap Advisors, LLC
INCREASED4,9564,711+245+5%$1.3M$1.5M+$141.8K2026-10-08
Wiser Wealth Management, Inc
DECREASED4,9205,093-173-3%$1.5M$1.5M+$21.8K2026-10-14
Daymark Wealth Partners, LLC
DECREASED4,9145,327-413-8%$1.5M$1.5M-$46.8K2026-11-04
Wealthstar Advisors, LLC
DECREASED4,9005,134-234-5%$1.5M$1.5M+$4.0K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,8712,821+2,050+73%$805.5K$1.5M+$656.0K2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED4,7744,859-85-2%$1.4M$1.4M+$44.9K2026-11-03
Uhlmann Price Securities, LLC
NEW4,632—+4,632——$1.4M—2026-11-03
PUREfi Wealth, LLC
UNCHANGED4,5154,51500%$1.3M$1.4M+$65.4K2026-10-19
Williams & Novak Wealth Management, LLC
UNCHANGED4,4724,47200%$1.3M$1.3M+$64.8K2026-10-09
HB Wealth Management, LLC
DECREASED4,4164,757-341-7%$1.4M$1.3M-$33.5K2026-10-23
Sovran Advisors, LLC
INCREASED4,3334,314+19+0%$1.1M$1.3M+$150.3K2026-11-02
WealthPlan Investment Management, LLC
INCREASED4,2044,103+101+2%$1.2M$1.3M+$89.7K2026-10-15
Almanack Investment Partners, Llc.
INCREASED4,1793,814+365+10%$1.1M$1.3M+$164.8K2026-11-03
Retirement Planning Group, LLC
INCREASED4,0574,056+1+0%$1.2M$1.2M+$59.1K2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED4,0004,00000%$1.1M$1.2M+$57.9K2026-10-28
Thrivent Financial for Lutherans
DECREASED3,9373,963-26-1%$1.1M$1.2M+$49.0K2026-11-05
Fifth Third Bancorp
DECREASED3,8003,868-68-2%$1.1M$1.1M+$35.6K2026-11-05
Mcrae Capital Management Inc
INCREASED3,6923,636+56+2%$1.0M$1.1M+$69.5K2026-10-15
Pinnacle Wealth Planning Services, Inc.
NEW3,683—+3,683——$1.1M—2026-10-27
Flagship Harbor Advisors, LLC
INCREASED3,6403,466+174+5%$989.7K$1.1M+$102.6K2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED3,5773,578-10%$1.0M$1.1M+$51.5K2026-10-19
US Bancorp \de\
DECREASED3,5683,778-210-6%$1.1M$1.1M-$8.3K2026-11-05
Brookstone Capital Management
DECREASED3,4643,861-397-10%$1.1M$1.0M-$63.2K2026-10-22
Verus Capital Partners, LLC
DECREASED3,2833,663-380-10%$1.0M$985.1K-$61.0K2026-11-03
Instrumental Wealth, LLC
INCREASED3,2523,214+38+1%$917.8K$975.7K+$57.9K2026-10-20
Sage Mountain Advisors LLC
UNCHANGED3,2173,21700%$918.8K$965.4K+$46.6K2026-11-02
Burke & Herbert Bank & Trust Co
INCREASED3,1982,894+304+11%$826.5K$959.6K+$133.1K2026-11-02
Compass Financial Management LLC
INCREASED3,160744+2,416+325%$213.4K$948.1K+$734.7K2026-10-30
Citizens Financial Group Inc
DECREASED3,1473,174-27-1%$906.4K$944.4K+$38.0K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED3,1363,114+22+1%$889.2K$941.0K+$51.8K2026-10-13
Alchemi Wealth, LLC
DECREASED3,1243,163-39-1%$903.3K$937.4K+$34.1K2026-11-04
Lifelong Wealth Advisors, Inc.
DECREASED3,1013,103-20%$886.3K$930.4K+$44.2K2026-10-19
PKS Advisory Services, LLC
UNCHANGED3,0373,03700%$867.9K$867.9K$02026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED3,0253,02500%$863.8K$907.7K+$43.8K2026-10-15
Mather Group, Llc.
INCREASED3,0112,413+598+25%$689.1K$903.5K+$214.4K2026-10-14
Diversified Enterprises, LLC
NEW3,000—+3,000——$900.2K—2026-10-19
Adirondack Trust Co
UNCHANGED2,9802,98000%$851.0K$894.1K+$43.2K2026-10-14
Tandem Capital Management Corp
DECREASED2,9693,049-80-3%$870.7K$890.9K+$20.1K2026-10-22
Valley Brook Capital Group, Inc.
INCREASED2,9432,893+50+2%$826.3K$883.2K+$56.9K2026-10-26
BCS Wealth Management
UNCHANGED2,9212,92100%$834.2K$876.5K+$42.3K2026-11-03
KCM Investment Advisors LLC
DECREASED2,8452,947-102-3%$841.6K$853.7K+$12.1K2026-10-27
Compound Planning, Inc.
UNCHANGED2,7932,79300%$797.6K$838.1K+$40.4K2026-11-05
Mission Wealth Management, LP
DECREASED2,7833,601-818-23%$1.0M$835.1K-$193.4K2026-10-15
LJI Wealth Management, LLC
UNCHANGED2,7452,74500%$783.9K$823.7K+$39.7K2026-10-28
D'Orazio & Associates, Inc.
UNCHANGED2,7352,73500%$781.0K$820.6K+$39.6K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED2,7212,72100%$777.1K$816.5K+$39.4K2026-10-15
Omni 360 Wealth, Inc.
INCREASED2,7142,568+146+6%$733.4K$814.4K+$81.0K2026-10-13
Horst & Graben Wealth Management LLC
INCREASED2,6951,037+1,658+160%$290.3K$808.6K+$518.3K2026-11-02
Ehrlich Financial Group
DECREASED2,6882,729-41-1%$779.2K$806.4K+$27.2K2026-10-20
Keybank National Association
UNCHANGED2,6472,64700%$755.9K$794.3K+$38.3K2026-11-04
Root Financial Partners, LLC
DECREASED2,5802,662-82-3%$760.2K$774.1K+$13.9K2026-10-21
Tranquility Partners, LLC
UNCHANGED2,5542,55400%$729.4K$766.4K+$37.0K2026-10-20
Athena Wealth Management, LLC
DECREASED2,5272,576-49-2%$735.8K$758.2K+$22.4K2026-10-09
Lebenthal Global Advisors, LLC
UNCHANGED2,4802,48000%$708.2K$744.1K+$35.9K2026-10-28
StoneX Group Inc.
INCREASED2,4571,036+1,421+137%$295.9K$710.9K+$415.0K2026-11-03
Interchange Capital Partners, LLC
DECREASED2,4242,541-117-5%$725.7K$727.3K+$1.7K2026-10-28
Calamos Wealth Management LLC
UNCHANGED2,4222,42200%$691.7K$726.7K+$35.1K2026-11-02
Midwest Heritage Bank, FSB
DECREASED2,3422,462-120-5%$703.1K$702.7K-$4072026-10-26
Howard Financial Services, Ltd.
UNCHANGED2,3402,34000%$668.3K$702.1K+$33.9K2026-10-15
Asset One Wealth Management LLC
INCREASED2,2682,177+91+4%$605.6K$680.5K+$75.0K2026-11-02
Capital Management Associates, Inc
UNCHANGED2,2602,26000%$645.4K$678.1K+$32.7K2026-10-20
Three Magnolias Financial Advisors, LLC
DECREASED2,2503,000-750-25%$856.7K$675.1K-$181.6K2026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED2,2402,24000%$639.7K$672.1K+$32.4K2026-10-27
BIP Wealth, LLC
DECREASED2,2362,282-46-2%$651.7K$671.1K+$19.4K2026-10-22
Independent Wealth Network Inc.
DECREASED2,1762,206-30-1%$630.1K$653.1K+$23.0K2026-10-19
Cornell Pochily Investment Advisors, Inc.
INCREASED2,1541,998+156+8%$570.6K$646.4K+$75.8K2026-10-19
Leo Wealth, LLC
NEW2,150—+2,150——$645.3K—2026-10-26
VCI Wealth Management LLC
DECREASED2,1503,366-1,216-36%$961.3K$645.1K-$316.1K2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED2,1342,135-10%$594.3K$640.3K+$46.1K2026-10-13
Linscomb Wealth, Inc.
UNCHANGED2,0802,08000%$594.0K$624.1K+$30.1K2026-11-05
Everett Harris & Co
UNCHANGED2,0502,05000%$585.4K$615.1K+$29.7K2026-10-28
Accelerate Investment Advisors LLC
INCREASED2,0472,016+31+2%$575.8K$614.4K+$38.6K2026-11-02
TFC Financial Management, Inc.
UNCHANGED2,0382,03800%$582.0K$611.5K+$29.5K2026-10-26
First Horizon Corp
DECREASED2,0322,035-30%$581.2K$609.7K+$28.6K2026-10-26
Gaddis Premier Wealth Advisors LLC
DECREASED2,0282,201-173-8%$628.6K$608.5K-$20.0K2026-10-29
Altus Wealth Group LLC
DECREASED2,0112,078-67-3%$593.4K$603.4K+$10.0K2026-10-20
Wedmont Private Capital
INCREASED1,9901,614+376+23%$455.4K$604.6K+$149.2K2026-10-09
Balance Wealth Partners LLC
DECREASED1,9482,697-749-28%$770.3K$584.5K-$185.8K2026-10-27
Cape Investment Advisory, Inc.
INCREASED1,916116+1,800+1552%$33.2K$575.0K+$541.8K2026-10-13
NWF Advisory Services Inc.
INCREASED1,8741,862+12+1%$531.7K$562.4K+$30.7K2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED1,8621,86200%$531.8K$558.7K+$27.0K2026-10-05
Signaturefd, LLC
INCREASED1,8531,852+1+0%$528.9K$555.9K+$27.0K2026-10-23
Blue Trust, Inc.
INCREASED1,8501,562+288+18%$446.2K$555.0K+$108.8K2026-10-15
Magnolia Capital Management LTD
UNCHANGED1,8401,84000%$525$552.0K+$551.5K2026-10-09
Rise Advisors, LLC
DECREASED1,8211,956-135-7%$558.5K$546.3K-$12.2K2026-10-16
Willis Johnson Wealth, Inc.
INCREASED1,8121,811+1+0%$517.2K$543.9K+$26.7K2026-11-03
Selective Wealth Management, Inc.
INCREASED1,8021,801+1+0%$486.5K$526.1K+$39.5K2026-10-16
True Link Financial Advisors, LLC
DECREASED1,8001,987-187-9%$567.4K$540.1K-$27.3K2026-10-27
Monte Financial Group, LLC
INCREASED1,7981,747+51+3%$471.9K$539.5K+$67.6K2026-11-02
HUB Investment Partners, LLC
UNCHANGED1,7781,77800%$507.7K$533.6K+$25.9K2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED1,7751,809-34-2%$516.7K$532.7K+$16.0K2026-10-08
Sowell Financial Services LLC
INCREASED1,7391,723+16+1%$492.0K$521.9K+$29.9K2026-10-23
International Assets Investment Management, LLC
INCREASED1,7281,717+11+1%$480.8K$524.1K+$43.3K2026-11-02
Swmg, LLC
DECREASED1,7251,766-41-2%$494.0K$488.3K-$5.7K2026-10-23
Valeo Financial Advisors, LLC
INCREASED1,7201,170+550+47%$334.3K$516.1K+$181.8K2026-10-08
Pathway Financial Advisers, LLC
INCREASED1,6671,444+223+15%$412.3K$500.3K+$88.0K2026-10-27
Apollon Wealth Management, LLC
INCREASED1,6551,273+382+30%$363.5K$496.6K+$133.1K2026-10-23
Facet Wealth, Inc.
INCREASED1,6521,280+372+29%$365.5K$495.7K+$130.2K2026-11-04
Centurion Wealth Management LLC
INCREASED1,6181,614+4+0%$460.9K$485.6K+$24.7K2026-10-13
Lineweaver Wealth Advisors, LLC
INCREASED1,5771,559+18+1%$445.2K$473.3K+$28.1K2026-10-13
SpringVest Wealth Management LLC
DECREASED1,5641,600-36-2%$456.9K$469.3K+$12.4K2026-10-27
Parsons Capital Management Inc
UNCHANGED1,5601,56000%$445.5K$468.1K+$22.6K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED1,5501,561-11-1%$445.8K$465.0K+$19.2K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED1,5491,545+4+0%$441.2K$464.8K+$23.6K2026-10-13
Greenleaf Trust
UNCHANGED1,5291,52900%$436.7K$458.8K+$22.1K2026-10-29
MCF Advisors LLC
INCREASED1,5101,509+1+0%$430.9K$453.0K+$22.0K2026-10-28
Barlow Wealth Partners, LLC
UNCHANGED1,4921,49200%$411.5K$462.4K+$50.9K2026-10-15
Strengthening Families & Communities, LLC
DECREASED1,4871,520-33-2%$434.2K$446.1K+$12.0K2026-10-21
Fifth Third Securities, Inc.
DECREASED1,4831,576-93-6%$450.1K$445.0K-$5.1K2026-10-21
Verdence Capital Advisors LLC
INCREASED1,4731,116+357+32%$318.8K$441.9K+$123.2K2026-10-26
Piscataqua Savings Bank
UNCHANGED1,4731,47300%$420.6K$442.0K+$21.3K2026-10-21
WBH Advisory Inc
DECREASED1,4531,570-117-7%$448.4K$436.0K-$12.4K2026-11-05
Kwmg, LLC
INCREASED1,4481,285+163+13%$367.0K$434.5K+$67.5K2026-10-07
Creative Financial Designs Inc
INCREASED1,4411,238+203+16%$353.6K$432.3K+$78.7K2026-11-04
Frank, Rimerman Advisors LLC
UNCHANGED1,4201,42000%$405.5K$426.1K+$20.6K2026-10-16
Busey Bank
UNCHANGED1,4081,40800%$402.1K$422.5K+$20.4K2026-10-26
AlphaCore Capital LLC
UNCHANGED1,3981,39800%$399.2K$419.5K+$20.2K2026-11-04
Mascoma Wealth Management LLC
INCREASED1,365750+615+82%$214.2K$409.6K+$195.4K2026-10-23
Moneco Advisors, LLC
INCREASED1,3621,317+45+3%$376.1K$408.7K+$32.6K2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED1,3411,34100%$383.0K$402.4K+$19.4K2026-11-02
XY Planning Network, Inc.
UNCHANGED1,3391,33900%$382.5K$401.9K+$19.5K2026-10-14
Michels Family Financial, LLC
INCREASED1,3331,078+255+24%$307.7K$400.1K+$92.3K2026-11-02
Fortress Financial Solutions, LLC
NEW1,323—+1,323——$396.9K—2026-10-14
Investmark Advisory Group LLC
DECREASED1,3131,697-384-23%$484.6K$394.0K-$90.6K2026-10-27
Capital Investment Advisors, LLC
DECREASED1,3031,918-615-32%$547.6K$390.8K-$156.8K2026-10-22
Abound Wealth Management
INCREASED1,3031,261+42+3%$360.1K$391.0K+$30.9K2026-10-26
RM Financial Services, LLC
UNCHANGED1,3011,30100%$371.5K$390.4K+$18.8K2026-11-03
GGM Financial LLC
INCREASED1,3001,299+1+0%$371.0K$390.1K+$19.1K2026-11-05
Ipsen Advisor Group LLC
DECREASED1,2711,283-12-1%$366.3K$381.3K+$15.0K2026-10-29
Veltria Advisors Corp.
UNCHANGED1,2661,26600%$361.5K$379.9K+$18.3K2026-11-05
Krilogy Financial LLC
UNCHANGED1,2601,26000%$359.8K$380.4K+$20.6K2026-10-13
KW Wealth Management LLC
NEW1,204—+1,204——$361.5K—2026-10-28
RVW Wealth, LLC
UNCHANGED1,1991,19900%$342.4K$359.8K+$17.4K2026-10-06
Choreo, LLC
NEW1,160—+1,160——$346.4K—2026-10-28
Concord Wealth Partners
INCREASED1,1581,157+1+0%$330.3K$347.5K+$17.1K2026-11-02
Strategic Point Investment Advisors, LLC
DECREASED1,1551,190-35-3%$339.8K$346.6K+$6.7K2026-10-29
MY Wealth Management Inc.
DECREASED1,1281,195-67-6%$341.3K$338.5K-$2.9K2026-10-21
Tower Trust & Investment Co
DECREASED1,1051,657-552-33%$473.2K$331.6K-$141.6K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED1,1011,034+67+6%$295.3K$330.2K+$35.0K2026-10-13
Riggs Asset Managment Co. Inc.
INCREASED1,0761,042+34+3%$297.6K$322.9K+$25.3K2026-11-05
Integrity Advisory Solutions, LLC
NEW1,064—+1,064——$319.4K—2026-10-29
TSA Wealth Managment LLC
UNCHANGED1,0581,05800%$302.1K$317.5K+$15.3K2026-10-22
Thrive Capital Management, LLC
INCREASED1,050867+183+21%$247.7K$315.1K+$67.4K2026-10-28
Colton Groome Financial Advisors, LLC
UNCHANGED1,0451,04500%$298.4K$313.6K+$15.1K2026-10-06
Financial Council, LLC
UNCHANGED1,0361,03600%$295.9K$310.9K+$15.0K2026-11-02
Moody Lynn Lieberson & Walker, LLC
UNCHANGED1,0281,02800%$293.6K$308.5K+$14.9K2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED1,013239+774+324%$66.9K$307.2K+$240.3K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,012977+35+4%$279.0K$303.7K+$24.6K2026-10-28
Lodestone Wealth Management LLC
DECREASED993997-40%$284.9K$298.1K+$13.2K2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED99399300%$283.6K$298.0K+$14.4K2026-10-20
Amplius Wealth Advisors, LLC
UNCHANGED98398300%$280.7K$295.0K+$14.2K2026-10-20
Trust Point Inc.
DECREASED971990-19-2%$275.6K$291.4K+$15.8K2026-10-27
VestGen Advisors, LLC
DECREASED947981-34-3%$280.3K$284.3K+$4.0K2026-10-27
Venture Visionary Partners LLC
INCREASED925885+40+5%$252.8K$277.6K+$24.9K2026-10-07
Ridgecrest Wealth Partners, LLC
UNCHANGED90690600%$258.7K$271.9K+$13.1K2026-10-19
M Holdings Securities, Inc.
NEW900—+900——$246—2026-11-03
Plante Moran Financial Advisors, LLC
INCREASED896200+696+348%$57.1K$268.9K+$211.7K2026-11-04
North Star Investment Management Corp.
UNCHANGED89089000%$254.2K$267.1K+$12.9K2026-10-27
Rossby Financial, LCC
INCREASED884508+376+74%$145.1K$265.3K+$120.2K2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED874873+1+0%$249.3K$262.1K+$12.8K2026-10-16
Private Trust Co NA
UNCHANGED87487400%$249.6K$262.3K+$12.7K2026-10-20
Fulcrum Equity Management
DECREASED8661,147-281-24%$327.6K$259.8K-$67.8K2026-10-21
Obermeyer Wealth Partners
UNCHANGED86686600%$247.3K$259.9K+$12.5K2026-10-21
Keystone Wealth Services, LLC
UNCHANGED86486400%$246.8K$257.6K+$10.8K2026-11-03
Regions Financial Corp
UNCHANGED86386300%$246.5K$259.0K+$12.5K2026-11-05
Smith Chas P & Associates PA Cpas
DECREASED860861-10%$245.9K$243.8K-$2.1K2026-10-22
Modera Wealth Management, LLC
NEW846—+846——$253.9K—2026-10-28
Soundwatch Capital LLC
UNCHANGED84184100%$240.2K$257.6K+$17.4K2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED83783700%$239.0K$251.0K+$12.0K2026-11-04
Integral Investment Advisors, Inc.
UNCHANGED83683600%$238.7K$250.9K+$12.1K2026-11-03
Roman Butler Fullerton & Co
UNCHANGED81581500%$225.0K$234.2K+$9.1K2026-10-27
Endowment Wealth Management, Inc.
INCREASED802801+1+0%$228.7K$240.5K+$11.9K2026-11-03
Stone House Investment Management, LLC
UNCHANGED80180100%$228.8K$240.3K+$11.6K2026-10-23
Dakota Community Bank & Trust NA
UNCHANGED80080000%$228.5K$240.0K+$11.6K2026-10-09
Peak Financial Management, Inc.
INCREASED778777+1+0%$222.2K$233.5K+$11.3K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED77177100%$220.1K$231.3K+$11.2K2026-10-15
Indivisible Partners
UNCHANGED76776700%$219.0K$230.1K+$11.1K2026-10-26
Sugar Maple Asset Management, LLC
UNCHANGED75075000%$214.2K$225.0K+$10.9K2026-10-13
Ballast Rock Private Wealth LLC
INCREASED740737+3+0%$210.5K$222.0K+$11.6K2026-10-26
Avidian Wealth Enterprises, LLC
UNCHANGED73573500%$209.9K$220.5K+$10.6K2026-10-08
Perigon Wealth Management, LLC
DECREASED733968-235-24%$276.3K$219.8K-$56.5K2026-10-22
Legacy Solutions, LLC
NEW727—+727——$218.1K—2026-10-07
Guild Investment Management, Inc.
DECREASED725825-100-12%$235.6K$217.5K-$18.1K2026-11-03
World Equity Group, Inc.
NEW724—+724——$217.2K—2026-10-14
Able Wealth Management LLC
NEW723—+723——$223.0K—2026-10-13
Sentinel Pension Advisors, LLC
NEW720—+720——$216.0K—2026-11-02
Schmidt P J Investment Management Inc
DECREASED717752-35-5%$214.8K$215.1K+$3872026-11-02
Rede Wealth, LLC
DECREASED717726-9-1%$207.3K$215.1K+$7.8K2026-10-22
Royal Fund Management, LLC
INCREASED706705+1+0%$201.5K$211.9K+$10.5K2026-10-22
Evolution Wealth Advisors, LLC
UNCHANGED70570500%$201.3K$211.5K+$10.2K2026-11-03
Kingsbury Capital Investment Advisors LLC
UNCHANGED70570500%$201.2K$211.6K+$10.4K2026-10-20
Summit Place Financial Advisors, LLC
DECREASED700850-150-18%$242.7K$210.0K-$32.7K2026-10-23
Gryphon Financial Partners LLC
NEW693—+693——$207.8K—2026-11-04
Nations Financial Group Inc,
DECREASED6921,232-540-44%$352.0K$207.8K-$144.2K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED683438+245+56%$125.1K$205.1K+$80.0K2026-11-05
Stablepoint Partners, LLC
NEW682—+682——$204.6K—2026-11-03
Signature Wealth Management Partners, LLC
NEW675—+675——$202.5K—2026-10-21
Platform Technology Partners
NEW674—+674——$202.2K—2026-11-02
Montis Financial, LLC
NEW669—+669——$200.6K—2026-11-04
Curran Financial Partners, LLC
NEW667—+667——$200.1K—2026-11-04
Acumen Wealth Advisors, LLC
DECREASED6571,314-657-50%$375.3K$197.2K-$178.2K2026-11-05
Financial Management Professionals, Inc.
UNCHANGED64864800%$185.1K$194.4K+$9.4K2026-10-23
Moisand Fitzgerald Tamayo, LLC
UNCHANGED60960900%$173.9K$182.7K+$8.8K2026-10-15
Main Street Group, LTD
UNCHANGED60660600%$173.0K$181.7K+$8.8K2026-10-28
Trust Co of Vermont
INCREASED591100+491+491%$28.6K$177.3K+$148.8K2026-10-21
IFS Advisors, LLC
NEW565—+565——$169.7K—2026-10-14
New England Capital Financial Advisors LLC
INCREASED546545+1+0%$155.6K$163.7K+$8.1K2026-11-03
Country Trust Bank
UNCHANGED50050000%$142.8K$150.0K+$7.2K2026-10-30
Belvedere Trading LLC
NEW464—+464——$139.2K—2026-11-05
High Note Wealth, LLC
UNCHANGED45045000%$128.5K$135.0K+$6.5K2026-10-27
Caldwell Trust Co
UNCHANGED34634600%$98.8K$103.8K+$5.0K2026-10-30
Latitude Advisors, LLC
NEW344—+344——$103.2K—2026-10-27
Gables Capital Management Inc.
UNCHANGED34034000%$97.1K$102.0K+$4.9K2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED31731700%$90.5K$95.1K+$4.6K2026-10-30
Lanark Financial, Inc.
INCREASED300262+38+15%$74.8K$90.0K+$15.2K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED285262+23+9%$74.7K$85.4K+$10.7K2026-10-26
Bokf, NA
UNCHANGED26826800%$76.5K$80.4K+$3.9K2026-10-27
Holos Integrated Wealth LLC
UNCHANGED24024000%$65.4K$69.0K+$3.6K2026-10-23
Heritage Family Offices, LLP
NEW232—+232——$69.6K—2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED20120100%$57.4K$60.3K+$2.9K2026-10-16
Mainstream Capital Management LLC
NEW197—+197——$59.1K—2026-10-23
Chilton Capital Management LLC
NEW180—+180——$54.0K—2026-10-28
Valley National Advisers Inc
UNCHANGED17817800%$50.8K$53.4K+$2.6K2026-10-23
Larson Financial Group LLC
DECREASED172173-1-1%$49.3K$51.6K+$2.3K2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED16616600%$47.6K$49.8K+$2.2K2026-10-16
Blueline Advisors LLC
DECREASED164217-53-24%$62.0K$49.3K-$12.8K2026-10-15
Salomon & Ludwin, LLC
UNCHANGED13313300%$37.2K$39.9K+$2.7K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED11217+95+559%$4.9K$33.7K+$28.8K2026-11-04
Roxbury Financial LLC
UNCHANGED10610600%$30.2K$31.8K+$1.5K2026-10-01
Jacobi Capital Management LLC
NEW103—+103——$30.9K—2026-11-05
McCarley & Cook Financial Planners
NEW103—+103——$30.9K—2026-10-21
Barrett & Company, Inc.
UNCHANGED969600%$27.3K$28.7K+$1.4K2026-10-22
Pillar Financial Advisors, LLC
UNCHANGED898900%$25.4K$26.7K+$1.3K2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED818100%$23.2K$24.4K+$1.2K2026-10-23
Ascentis Independent Advisors
NEW79—+79——$23.7K—2026-11-03
Capital Investment Counsel, Inc
UNCHANGED737300%$20.8K$21.9K+$1.1K2026-10-20
Provenance Wealth Advisors, LLC
NEW68—+68——$20.4K—2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED606000%$17$18.0K+$18.0K2026-10-27
Gen-Wealth Partners Inc
UNCHANGED575700%$16.3K$17.1K+$8252026-11-04
Hoey Investments, Inc
UNCHANGED565600%$16.0K$16.8K+$8112026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED545400%$15.4K$16.2K+$7822026-10-16
Pinnacle Bancorp, Inc.
INCREASED5336+17+47%$10.3K$15.9K+$5.6K2026-10-21
Archer Investment Corp
UNCHANGED525200%$14.9K$15.6K+$7532026-11-05
CKW Financial Group
UNCHANGED505000%$14$15.0K+$15.0K2026-10-29
Jnba Financial Advisors
UNCHANGED494900%$14.0K$14.7K+$7092026-11-03
Nova Financial LLC
NEW48—+48——$14.4K—2026-11-04
DecisionPoint Financial, LLC
UNCHANGED464600%$12.9K$14.0K+$1.1K2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED454500%$12.9K$13.6K+$6552026-10-23
TD Waterhouse Canada Inc.
NEW40—+40——$12.1K—2026-10-16
Avion Wealth
DECREASED3839-1-3%$11$11$02026-11-04
GK Wealth Management LLC
NEW33—+33——$9.9K—2026-10-09
PFS Partners, LLC
UNCHANGED313100%$8.7K$9.2K+$4522026-10-21
Tower View Wealth Management LLC
UNCHANGED303000%$8.6K$9.1K+$4482026-10-23
Triumph Capital Management
UNCHANGED303000%$8.6K$9.0K+$4352026-10-14
Wolff Wiese Magana LLC
UNCHANGED292900%$8.3K$8.7K+$4202026-10-15
Strategic Advocates LLC
UNCHANGED252500%$7.1K$7.5K+$3622026-11-03
Princeton Global Asset Management LLC
UNCHANGED181800%$5.1K$5.4K+$2612026-10-21
Rydar Equities, Inc.
NEW16—+16——$5.0K—2026-10-13
Chapman Financial Group, LLC
UNCHANGED161600%$4.6K$4.9K+$2362026-10-26
Birchbrook, Inc.
UNCHANGED141400%$4.0K$4.2K+$2022026-10-14
Contravisory Investment Management, Inc.
NEW10—+10——$3.0K—2026-10-13
Trust Co
UNCHANGED9900%$2.6K$2.7K+$1312026-10-09
Midwest Capital Advisors, LLC
UNCHANGED3300%$860$904+$442026-11-04
IPG Investment Advisors LLC
CLOSED08,240-8,240-100%$2.4M$0-$2.4M2026-10-30
Walkner Condon Financial Advisors LLC
CLOSED0839-839-100%$239.6K$0-$239.6K2026-11-02
Evergreen Capital Management LLC
CLOSED0750-750-100%$214.2K$0-$214.2K2026-10-23
Commonwealth Financial Services, LLC
CLOSED0744-744-100%$212.5K$0-$212.5K2026-10-20
LifeSteps Financial, Inc.
CLOSED0486-486-100%$138.8K$0-$138.8K2026-10-15
Salem Investment Counselors Inc
CLOSED0410-410-100%$117.2K$0-$117.2K2026-10-13
AdvisorNet Financial, Inc
CLOSED0230-230-100%$65.8K$0-$65.8K2026-10-15
Financial Network Wealth Advisors LLC
CLOSED0143-143-100%$40.8K$0-$40.8K2026-10-28
SYM Financial Corp
CLOSED0100-100-100%$28.6K$0-$28.6K2026-10-26
Evolution Wealth Management Inc.
CLOSED035-35-100%$10.0K$0-$10.0K2026-10-28
Sarver Vrooman Wealth Advisors
CLOSED032-32-100%$9.0K$0-$9.0K2026-10-01
Founders Capital Management
CLOSED012-12-100%$3.5K$0-$3.5K2026-10-13
GoalVest Advisory LLC
CLOSED09-9-100%$2.6K$0-$2.6K2026-10-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.0M$1.1M+$65.2K2026-10-29
Charles Schwab Investment Management Inc
N/A—1,343,888-1,343,888-100%$383.8M———
Bank of America Corp
N/A—953,420-953,420-100%$272.3M———
LPL Financial LLC
N/A—768,233-768,233-100%$219.4M———
Envestnet Asset Management Inc
N/A—669,504-669,504-100%$191.2M———
Morgan Stanley
N/A—407,348-407,348-100%$116.3M———
Mercer Global Advisors Inc
N/A—357,389-357,389-100%$102.1M———
Northwestern Mutual Wealth Management Co
N/A—319,994-319,994-100%$91.4M———
Osaic Holdings, Inc.
N/A—300,577-300,577-100%$85.9M———
Jupiter Topco LLC
N/A—271,093-271,093-100%$77.4M———
Portfolio Strategies, Inc.
N/A—232,327-232,327-100%$67.7M———
FMR LLC
N/A—212,226-212,226-100%$60.6M———
Principal Securities, Inc.
N/A—198,769-198,769-100%$56.8M———
JPMorgan Chase & Co
N/A—154,792-154,792-100%$43.1M———
NorthCoast Asset Management LLC
N/A—148,363-148,363-100%$42.4M———
UBS Group AG
N/A—130,558-130,558-100%$37.3M———
Morningstar Investment Management LLC
N/A—117,953-117,953-100%$24.5M———
Wells Fargo & Company
N/A—114,710-114,710-100%$32.8M———
Bank of the Bluegrass & Trust Co.
N/A—112,782-112,782-100%$33.8M———
Stifel Financial Corp
N/A—111,207-111,207-100%$31.8M———
Raymond James Financial Inc
N/A—104,020-104,020-100%$29.7M———
MAI Capital Management
N/A—103,149-103,149-100%$29.5M———
Cetera Investment Advisers
N/A—98,702-98,702-100%$28.2M———
Steward Partners Investment Advisory, LLC
N/A—96,503-96,503-100%$27.6M———
Ameriprise Financial Inc
N/A—84,177-84,177-100%$23.9M———
Eaton Financial Holdings Company, LLC
N/A—67,142-67,142-100%$19.2M———
Advisory Services Network, LLC
N/A—60,737-60,737-100%$17.3M———
Quantinno Capital Management LP
N/A—59,751-59,751-100%$17.1M———
Royal Bank of Canada
N/A—58,462-58,462-100%$16.7M———
Lifeworks Advisors, LLC
N/A—56,502-56,502-100%$16.1M———
Mariner, LLC
N/A—55,671-55,671-100%$15.9M———
Mutual Advisors, LLC
N/A—53,844-53,844-100%$15.4M———
King Wealth Management Group
N/A—51,730-51,730-100%$14.8M———
MML Investors Services, LLC
N/A—49,507-49,507-100%$14.1M———
RWA Wealth Partners, LLC
N/A—46,724-46,724-100%$13.3M———
Summit Financial, LLC
N/A—45,909-45,909-100%$13.1M———
Atlas Capital Advisors Inc.
N/A—42,428-42,428-100%$12.1M———
Jones Financial Companies Lllp
N/A—40,064-40,064-100%$10.9M———
NewEdge Advisors, LLC
N/A—36,762-36,762-100%$10.5M———
Focus Partners Wealth
N/A—35,753-35,753-100%$10.2M———
Snowden Capital Advisors LLC
N/A—31,737-31,737-100%$9.1M———
Sanctuary Advisors, LLC
N/A—28,905-28,905-100%$8.3M———
CacheTech Inc.
N/A—28,894-28,894-100%$8.3M———
Goldstone Financial Group, LLC
N/A—28,692-28,692-100%$8.2M———
Adams Wealth Management
N/A—28,012-28,012-100%$8.0M———
&partners
N/A—25,072-25,072-100%$7.2M———
Susquehanna International Group, LLP
N/A—24,622-24,622-100%$7.0M———
Arax Advisory Partners
N/A—24,191-24,191-100%$6.9M———
United Capital Financial Advisors, LLC
N/A—23,942-23,942-100%$6.8M———
Equitable Holdings, Inc.
N/A—23,401-23,401-100%$6.7M———
Investment Advisory Services Group LLC
N/A—20,665-20,665-100%$5.9M———
HighTower Advisors, LLC
N/A—20,142-20,142-100%$5.8M———
Stratos Wealth Partners, Ltd.
N/A—20,062-20,062-100%$5.7M———
Arkadios Wealth Advisors
N/A—19,760-19,760-100%$5.6M———
Maxele Advisors, LLC
N/A—19,724-19,724-100%$5.6M———
AQR Capital Management LLC
N/A—19,550-19,550-100%$5.6M———
Ameritas Advisory Services, LLC
N/A—19,001-19,001-100%$5.4M———
Jacobs Equity LLC
N/A—18,443-18,443-100%$5.3M———
Allworth Financial LP
N/A—18,143-18,143-100%$5.2M———
BNP Paribas Financial Markets
N/A—18,112-18,112-100%$5.2M———
Oxford Wealth Group, LLC
N/A—17,467-17,467-100%$5.0M———
Reliant Investment Partners, LLC
N/A—16,554-16,554-100%$4.7M———
EP Wealth Advisors, LLC
N/A—15,996-15,996-100%$4.6M———
Anchor Investment Management, LLC
N/A—15,868-15,868-100%$4.5M———
HRT Financial LP
N/A—15,636-15,636-100%$4.5M———
Everpar Advisors LLC
N/A—14,831-14,831-100%$4.2M———
Janney Montgomery Scott LLC
N/A—13,840-13,840-100%$4.0M———
Ciovacco Capital Management LLC
N/A—13,311-13,311-100%$3.8M———
Nova Wealth Management, Inc.
N/A—13,076-13,076-100%$3.7M———
Ancora Advisors LLCA
N/A—12,579-12,579-100%$3.6M———
Cerity Partners LLC
N/A—12,391-12,391-100%$3.5M———
Rehmann Capital Advisory Group
N/A—12,325-12,325-100%$3.5M———
Spinnaker Trust
N/A—11,957-11,957-100%$3.4M———
Benjamin Edwards Inc
N/A—11,733-11,733-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—11,421-11,421-100%$3.3M———
Level Four Advisory Services, LLC
N/A—11,235-11,235-100%$3.2M———
Navellier & Associates Inc
N/A—11,000-11,000-100%$3.1M———
WCG Wealth Advisors LLC
N/A—10,592-10,592-100%$3.0M———
Citadel Advisors LLC
N/A—10,550-10,550-100%$3.0M———
IHT Wealth Management, LLC
N/A—10,224-10,224-100%$2.9M———
Vestmark Advisory Solutions, Inc.
N/A—10,199-10,199-100%$2.9M———
McMillan Office, Inc.
N/A—10,020-10,020-100%$2.9M———
Stonebrook Private Inc.
N/A—9,951-9,951-100%$2.8M———
Pathstone Holdings, LLC
N/A—9,719-9,719-100%$2.8M———
Savvy Advisors, Inc.
N/A—9,407-9,407-100%$2.7M———
CVA Family Office, LLC
N/A—9,372-9,372-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—9,211-9,211-100%$2.6M———
Whalerock Point Partners, LLC
N/A—9,012-9,012-100%$2.6M———
Baker Avenue Asset Management, LP
N/A—8,854-8,854-100%$2.5M———
Goldman Sachs Group Inc
N/A—8,804-8,804-100%$2.5M———
Curi Capital, LLC
N/A—7,969-7,969-100%$2.3M———
Nwam LLC
N/A—7,787-7,787-100%$2.2M———
Merit Financial Group, LLC
N/A—7,690-7,690-100%$2.2M———
Allied Private Wealth LLC
N/A—7,403-7,403-100%$2.0M———
Modern Wealth Management, LLC
N/A—7,392-7,392-100%$2.1M———
Captrust Financial Advisors
N/A—7,150-7,150-100%$2.0M———
Gotham Asset Management, LLC
N/A—6,710-6,710-100%$1.9M———
Money Concepts Capital Corp
N/A—6,694-6,694-100%$1.9M———
Private Advisor Group, LLC
N/A—6,676-6,676-100%$1.9M———
Belpointe Asset Management LLC
N/A—6,502-6,502-100%$1.9M———
Harbour Investments, Inc.
N/A—6,362-6,362-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—6,358-6,358-100%$1.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,316-6,316-100%$1.8M———
OneAscent Financial Services LLC
N/A—6,298-6,298-100%$1.8M———
Liberty Wealth Management LLC
N/A—6,247-6,247-100%$1.3M———
Valmark Advisers, Inc.
N/A—6,186-6,186-100%$1.8M———
Florida Financial Advisors, LLC
N/A—5,986-5,986-100%$1.7M———
Purkiss Capital Advisors LLC
N/A—5,874-5,874-100%$1.7M———
Essex Financial Services, Inc.
N/A—5,735-5,735-100%$1.6M———
BlackRock, Inc.
N/A—5,641-5,641-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—5,470-5,470-100%$1.6M———
Sfmg, LLC
N/A—5,111-5,111-100%$1.5M———
IMA Advisory Services, Inc.
N/A—5,046-5,046-100%$1.4M———
Envision Financial Transparency, LLC
N/A—5,026-5,026-100%$740.7K———
Flputnam Investment Management Co
N/A—4,975-4,975-100%$1.4M———
Blair William & Co
N/A—4,950-4,950-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—4,665-4,665-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—4,525-4,525-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—4,520-4,520-100%$1.3M———
Cresset Asset Management, LLC
N/A—4,514-4,514-100%$1.3M———
Northern Trust Corp
N/A—4,494-4,494-100%$1.3M———
D. E. Shaw & Co., Inc.
N/A—4,438-4,438-100%$1.3M———
SVB Wealth LLC
N/A—4,433-4,433-100%$1.3M———
Pgim Custom Harvest LLC
N/A—4,425-4,425-100%$1.3M———
Financial Freedom, LLC
N/A—4,388-4,388-100%$1.3M———
Price T Rowe Associates Inc
N/A—4,302-4,302-100%$1.2M———
Stonebridge Financial Planning Group, LLC
N/A—4,149-4,149-100%$1.2M———
Madison Wealth Partners, Inc
N/A—4,096-4,096-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—3,880-3,880-100%$1.1M———
CIBC Bancorp USA Inc.
N/A—3,855-3,855-100%$1.1M———
Astra Wealth Partners LLC
N/A—3,774-3,774-100%$1.1M———
Wealthfront Advisers LLC
N/A—3,731-3,731-100%$1.1M———
Kintra Wealth, LLC
N/A—3,715-3,715-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—3,695-3,695-100%$1.1M———
Patron Partners, LLC
N/A—3,632-3,632-100%$1.0M———
Summit Trail Advisors, LLC
N/A—3,390-3,390-100%$968.1K———
CreativeOne Wealth, LLC
N/A—3,289-3,289-100%$939.3K———
Hardy Reed LLC
N/A—3,284-3,284-100%$937.8K———
Scotia Capital Inc.
N/A—3,182-3,182-100%$908.7K———
Pacific SUN Financial Corp
N/A—3,132-3,132-100%$894.4K———
Envestnet Portfolio Solutions, Inc.
N/A—3,101-3,101-100%$885.6K———
Sound View Wealth Advisors Group, LLC
N/A—3,072-3,072-100%$877.3K———
Retirement Planning Group, LLC / NY
N/A—3,052-3,052-100%$871.7K———
Moneta Group Investment Advisors LLC
N/A—3,011-3,011-100%$860.0K———
Bawa N Mallick Trust
N/A—3,000-3,000-100%$856.7K———
Aureus Asset Management, LLC
N/A—2,963-2,963-100%$846.4K———
Brown Advisory Inc
N/A—2,918-2,918-100%$833.3K———
AE Wealth Management LLC
N/A—2,896-2,896-100%$827.1K———
Integrated Wealth Concepts LLC
N/A—2,878-2,878-100%$821.9K———
Bogart Wealth, LLC
N/A—2,804-2,804-100%$800.8K———
Sankala Group LLC
N/A—2,799-2,799-100%$799.3K———
Savant Capital, LLC
N/A—2,787-2,787-100%$798.7K———
Western Wealth Management, LLC
N/A—2,770-2,770-100%$791.0K———
Nuveen, LLC
N/A—2,695-2,695-100%$769.6K———
Moors & Cabot, Inc.
N/A—2,635-2,635-100%$752.5K———
Atomic Invest LLC
N/A—2,629-2,629-100%$731.3K———
Centaurus Financial, Inc.
N/A—2,600-2,600-100%$743.0K———
Atlantic Union Bankshares Corp
N/A—2,596-2,596-100%$741.4K———
River Wealth Advisors LLC
N/A—2,596-2,596-100%$741.5K———
Composition Wealth, LLC
N/A—2,575-2,575-100%$735.3K———
Stratos Investment Management, LLC
N/A—2,573-2,573-100%$734.9K———
Founders Financial Alliance, LLC
N/A—2,486-2,486-100%$709.9K———
Smithfield Trust Co
N/A—2,475-2,475-100%$707.0K———
Red Door Wealth Management, LLC
N/A—2,465-2,465-100%$704.0K———
Wealthspire Advisors, LLC
N/A—2,427-2,427-100%$693.1K———
Global Retirement Partners, LLC
N/A—2,406-2,406-100%$687.2K———
SHP Wealth Management
N/A—2,383-2,383-100%$680.5K———
Ruggiero Investments, Inc.
N/A—2,336-2,336-100%$667.1K———
Apriem Advisors
N/A—2,300-2,300-100%$656.8K———
BFC Planning, Inc.
N/A—2,282-2,282-100%$651.7K———
Zinnia Wealth Advisory, LLC
N/A—2,204-2,204-100%$629.4K———
PNC Financial Services Group, Inc.
N/A—2,181-2,181-100%$622.8K———
Range Advisory, LLC
N/A—2,135-2,135-100%$609.8K———
Advisors Capital Management, LLC
N/A—2,101-2,101-100%$600.2K———
SEI Investments Co
N/A—2,082-2,082-100%$594.6K———
Bank of Montreal
N/A—2,081-2,081-100%$594.3K———
GTS Securities LLC
N/A—2,063-2,063-100%$589.2K———
Waverly Advisors, LLC
N/A—2,021-2,021-100%$577.2K———
Coastal Bridge Advisors, LLC
N/A—1,958-1,958-100%$559.1K———
Baird Financial Group, Inc.
N/A—1,922-1,922-100%$548.9K———
Rothschild Wealth LLC
N/A—1,918-1,918-100%$547.7K———
Choate Investment Advisors
N/A—1,895-1,895-100%$541.2K———
Diversified Trust Co
N/A—1,820-1,820-100%$520.0K———
Leigh Baldwin & Co., LLC
N/A—1,814-1,814-100%$517.9K———
Ausdal Financial Partners, Inc.
N/A—1,784-1,784-100%$509.3K———
GWN Securities Inc.
N/A—1,777-1,777-100%$507.6K———
Pasadena Private Wealth, LLC
N/A—1,770-1,770-100%$505.4K———
Pinnacle Family Advisors, LLC
N/A—1,746-1,746-100%$498.6K———
Fisher Asset Management, LLC
N/A—1,742-1,742-100%$497.7K———
Stratos Wealth Advisors, LLC
N/A—1,713-1,713-100%$489.3K———
Alexander Labrunerie & Co., Inc.
N/A—1,679-1,679-100%$479.5K———
Capital Advisors Inc
N/A—1,571-1,571-100%$448.6K———
Rollins Financial Advisors, LLC
N/A—1,566-1,566-100%$447.1K———
NorthRock Partners, LLC
N/A—1,519-1,519-100%$433.9K———
Betterment LLC
N/A—1,498-1,498-100%$428.0K———
PFG Investments, LLC
N/A—1,471-1,471-100%$420.2K———
First Foundation Advisors
N/A—1,440-1,440-100%$411.2K———
Glenmede Trust Co NA
N/A—1,426-1,426-100%$407.2K———
Brown Brothers Harriman & Co
N/A—1,426-1,426-100%$407.2K———
Franklin Resources Inc
N/A—1,425-1,425-100%$407.0K———
Talon Private Wealth, LLC
N/A—1,407-1,407-100%$401.8K———
Roundview Capital LLC
N/A—1,363-1,363-100%$389.1K———
Aimz Investment Advisors, LLC
N/A—1,314-1,314-100%$375.4K———
Russell Investments Group, Ltd.
N/A—1,266-1,266-100%$361.5K———
Johnson Investment Counsel Inc
N/A—1,264-1,264-100%$360.9K———
AssuredPartners Investment Advisors, LLC
N/A—1,258-1,258-100%$359.4K———
Financial Engines Advisors L.L.C.
N/A—1,236-1,236-100%$353.0K———
Empower Advisory Group, LLC
N/A—1,203-1,203-100%$343.6K———
Panoramic Capital Partners, LLC
N/A—1,149-1,149-100%$328.1K———
Affinity Wealth Management LLC
N/A—1,136-1,136-100%$324.4K———
GeoWealth Management, LLC
N/A—1,112-1,112-100%$317.6K———
Strategic Investment Advisors / MI
N/A—1,089-1,089-100%$310.9K———
Tudor Investment Corp ET AL
N/A—1,079-1,079-100%$308.1K———
Becker Capital Management Inc
N/A—1,077-1,077-100%$307.6K———
RiverFront Investment Group, LLC
N/A—1,060-1,060-100%$302.7K———
FSA Advisors, Inc.
N/A—1,059-1,059-100%$302.4K———
Bravias Capital Group, LLC
N/A—1,014-1,014-100%$289.7K———
Elk River Wealth Management LLC
N/A—966-966-100%$275.9K———
Kovack Advisors, Inc.
N/A—950-950-100%$266.0K———
Cary Street Partners Financial LLC
N/A—913-913-100%$260.7K———
Main Street Financial Solutions, LLC
N/A—912-912-100%$260.5K———
M3 Advisory Group, LLC
N/A—910-910-100%$259.8K———
Daviman Financial, LLC
N/A—906-906-100%$258.7K———
Alpha Financial Advisors, LLC
N/A—894-894-100%$255.4K———
Chaney Capital Management, Inc.
N/A—893-893-100%$255.0K———
Applied Capital LLC
N/A—856-856-100%$244.6K———
Eldridge Investment Advisors, Inc.
N/A—854-854-100%$243.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—849-849-100%$242.5K———
IEQ Capital, LLC
N/A—827-827-100%$236.2K———
Wellington-Altus USA Inc.
N/A—819-819-100%$170.4K———
HHM Wealth Advisors, LLC
N/A—810-810-100%$231.3K———
Anchor Bay Capital, Inc.
N/A—784-784-100%$225.0K———
Independent Advisor Alliance
N/A—777-777-100%$221.8K———
Legacy Edge Advisors, LLC
N/A—773-773-100%$220.8K———
BOK Financial Private Wealth, Inc.
N/A—760-760-100%$217.0K———
Bay Rivers Group
N/A—750-750-100%$214.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—745-745-100%$212.0K———
Colonial Trust Advisors
N/A—738-738-100%$210.8K———
M&T Bank Corp
N/A—732-732-100%$209.0K———
Clark Capital Management Group, Inc.
N/A—727-727-100%$207.6K———
KMT Wealth Management, LLC
N/A—705-705-100%$201.2K———
Hantz Financial Services, Inc.
N/A—696-696-100%$199.0K———
Huntington National Bank
N/A—690-690-100%$197.1K———
Peak Retirement Planning, Inc.
N/A—676-676-100%$193.1K———
Tower Research Capital LLC (TRC)
N/A—671-671-100%$191.6K———
Cornerstone Financial Management LLC
N/A—643-643-100%$183.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—607-607-100%$173.4K———
Smartleaf Asset Management LLC
N/A—545-545-100%$151.7K———
LRI Investments, LLC
N/A—537-537-100%$153.4K———
Raffa Wealth Management, LLC
N/A—534-534-100%$152.5K———
Graney & King, LLC
N/A—521-521-100%$96.5K———
Aptus Capital Advisors, LLC
N/A—438-438-100%$125.0K———
Merrithew & Thorsten Inc
N/A—402-402-100%$114.0K———
Deutsche Bank Ag\
N/A—355-355-100%$101.4K———
Fiduciary Financial Advisors
N/A—345-345-100%$98.6K———
HM Payson & Co
N/A—344-344-100%$98.1K———
Medallion Wealth Advisors, LLC
N/A—335-335-100%$95.7K———
Whittier Trust Co
N/A—312-312-100%$86.7K———
Caitlin John, LLC
N/A—310-310-100%$88.5K———
Colonial Trust Co / SC
N/A—300-300-100%$85.7K———
Geneos Wealth Management Inc.
N/A—300-300-100%$85.7K———
IFG Advisory, LLC
N/A—274-274-100%$78.2K———
Glen Eagle Advisors, LLC
N/A—265-265-100%$75.7K———
MidFirst Bank
N/A—260-260-100%$74.3K———
Dunhill Financial, LLC
N/A—245-245-100%$70.1K———
Continuum Advisory, LLC
N/A—230-230-100%$65.7K———
UBS Asset Management Americas LLC
N/A—224-224-100%$64.0K———
Ameriflex Group, Inc.
N/A—216-216-100%$61.7K———
Ogorek Anthony Joseph
N/A—210-210-100%$60.0K———
SouthState Bank Corp
N/A—210-210-100%$60.0K———
Steigerwald, Gordon & Koch Inc.
N/A—206-206-100%$58.8K———
SOA Wealth Advisors, Llc.
N/A—159-159-100%$45.4K———
Highland Investment Advisors LLC
N/A—139-139-100%$39.7K———
HighMark Wealth Management LLC
N/A—138-138-100%$39.4K———
Qube Research & Technologies Ltd
N/A—133-133-100%$38.0K———
Financial Life Planners
N/A—114-114-100%$32.6K———
Godfrey Financial Associates, Inc.
N/A—108-108-100%$30.8K———
Heritage Wealth Advisors
N/A—100-100-100%$28.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—89-89-100%$25.3K———
Motco
N/A—77-77-100%$22.0K———
Operose Advisors LLC
N/A—77-77-100%$22.0K———
Ameritas Investment Partners, Inc.
N/A—77-77-100%$21.9K———
Kilter Group LLC
N/A—65-65-100%$18.6K———
Crewe Advisors LLC
N/A—51-51-100%$14.5K———
Mpwm Advisory Solutions, LLC
N/A—32-32-100%$9.2K———
Bessemer Group Inc
N/A—30-30-100%$9———
Mark Sheptoff Financial Planning, LLC
N/A—26-26-100%$7.4K———
Frazier Financial Advisors, LLC
N/A—23-23-100%$6.6K———
National Bank of Canada
N/A—20-20-100%$5.7K———
Napier Financial, LLC
N/A—19-19-100%$5.4K———
Rialto Wealth Management, LLC
N/A—17-17-100%$4.9K———
Tidemark, LLC
N/A—14-14-100%$4.0K———
Vision Retirement, LLC
N/A—10-10-100%$2.9K———
Hollencrest Capital Management
N/A—8-8-100%$2.3K———
ST Germain D J Co Inc
N/A—8-8-100%$2.3K———
Federation des caisses Desjardins du Quebec
N/A—4-4-100%$1.1K———
Cary Street Partners Investment Advisory LLC
N/A—2-2-100%$571———
Financial Gravity Companies, Inc.
N/A—2-2-100%$571———
Showing 702 of 702 institutions