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Fidelity High Dividend ETF (FDVV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares3,192,336 from 2,987,353
Change+204,983 (+7%)
Value$193.9M (+$13.8M)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares2,910,814 from 2,823,822
Change+86,992 (+3%)
Value$176.8M (+$6.5M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares1,788,968 from 1,440,288
Change+348,680 (+24%)
Value$108.6M (+$21.8M)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares1,485,352 from 1,400,766
Change+84,586 (+6%)
Value$90.2M (+$5.8M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares765,260 from 777,397
Change-12,137 (-2%)
Value$46.5M (-$395.0K)
Filed 2026-11-02
Childress Capital Advisors, LLC
INCREASED
Shares707,299 from 661,037
Change+46,262 (+7%)
Value$43.0M (+$3.1M)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares694,754 from 692,813
Change+1,941 (+0%)
Value$42.2M (+$422.7K)
Filed 2026-11-04
Victory Financial Group, LLC
DECREASED
Shares618,442 from 640,420
Change-21,978 (-3%)
Value$37.6M (-$1.1M)
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED
Shares425,445 from 433,835
Change-8,390 (-2%)
Value$25.8M (-$318.6K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares388,863 from 392,253
Change-3,390 (-1%)
Value$23.9M (-$444.0K)
Filed 2026-10-13
AA Financial Advisors, LLC
INCREASED
Shares376,204 from 321,175
Change+55,029 (+17%)
Value$22.8M (+$3.5M)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
INCREASED
Shares329,450 from 310,950
Change+18,500 (+6%)
Value$20.0M (+$1.3M)
Filed 2026-11-03
Milestone Investment Advisors LLC
INCREASED
Shares326,394 from 324,499
Change+1,895 (+1%)
Value$19.8M (+$257.9K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares301,688 from 300,253
Change+1,435 (+0%)
Value$18.3M (+$219.3K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
INCREASED
Shares289,420 from 97,763
Change+191,657 (+196%)
Value$17.6M (+$11.7M)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares278,832 from 263,334
Change+15,498 (+6%)
Value$16.9M (+$1.1M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares257,901 from 280,456
Change-22,555 (-8%)
Value$15.7M (-$1.2M)
Filed 2026-10-20
Prentice Wealth Management LLC
INCREASED
Shares247,269 from 243,752
Change+3,517 (+1%)
Value$15.0M (+$320.8K)
Filed 2026-10-20
Clark Wealth Partners
INCREASED
Shares245,248 from 239,160
Change+6,088 (+3%)
Value$14.9M (+$474.9K)
Filed 2026-10-19
Independence Financial Advisors, LLC
INCREASED
Shares235,945 from 227,992
Change+7,953 (+3%)
Value$14.3M (+$583.3K)
Filed 2026-10-08
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares235,327 from 235,327
Change0 (0%)
Value$14.2M ($0)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares234,879 from 169,364
Change+65,515 (+39%)
Value$14.3M (+$4.0M)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares207,824 from 243,868
Change-36,044 (-15%)
Value$12.6M (-$2.1M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares192,252 from 224,204
Change-31,952 (-14%)
Value$11.7M (-$1.8M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares184,271 from 155,668
Change+28,603 (+18%)
Value$11.2M (+$1.8M)
Filed 2026-11-04
Sapient Capital LLC
INCREASED
Shares182,812 from 106,893
Change+75,919 (+71%)
Value$11.1M (+$4.7M)
Filed 2026-10-08
Cyr Financial Inc.
INCREASED
Shares182,288 from 167,830
Change+14,458 (+9%)
Value$11.1M (+$951.9K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares170,225 from 133,960
Change+36,265 (+27%)
Value$10.3M (+$2.3M)
Filed 2026-11-06
Powers Advisory Group, LLC
INCREASED
Shares163,379 from 156,160
Change+7,219 (+5%)
Value$9.9M (+$507.2K)
Filed 2026-10-14
BG Investment Services, LLC
INCREASED
Shares162,641 from 125,837
Change+36,804 (+29%)
Value$9.9M (+$2.3M)
Filed 2026-10-23
Unique Wealth, LLC
INCREASED
Shares162,202 from 140,013
Change+22,189 (+16%)
Value$9.9M (+$1.4M)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares159,487 from 107,793
Change+51,694 (+48%)
Value$9.7M (+$3.2M)
Filed 2026-10-21
Base Wealth Management LLC
INCREASED
Shares148,618 from 141,941
Change+6,677 (+5%)
Value$9.0M (+$468.0K)
Filed 2026-10-21
Investment Advisory Services Inc
INCREASED
Shares147,822 from 121,803
Change+26,019 (+21%)
Value$9.0M (+$1.6M)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares142,117 from 138,953
Change+3,164 (+2%)
Value$8.6M (+$253.3K)
Filed 2026-10-22
Centerline Wealth Advisors, LLC
INCREASED
Shares139,936 from 135,983
Change+3,953 (+3%)
Value$8.5M (+$299.9K)
Filed 2026-10-15
Pathway Financial Advisers, LLC
INCREASED
Shares133,560 from 132,384
Change+1,176 (+1%)
Value$8.1M (+$129.7K)
Filed 2026-10-27
Carbahal Olsen Financial Services Group, LLC
INCREASED
Shares131,372 from 130,417
Change+955 (+1%)
Value$8.0M (+$115.3K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares124,878 from 122,695
Change+2,183 (+2%)
Value$7.7M (+$279.0K)
Filed 2026-10-15
Cornerstone Wealth, LLC
DECREASED
Shares124,075 from 148,659
Change-24,584 (-17%)
Value$7.7M (-$1.6M)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares120,303 from 117,954
Change+2,349 (+2%)
Value$7.3M (+$194.6K)
Filed 2026-10-23
Sculati Wealth Management, LLC
DECREASED
Shares119,973 from 186,220
Change-66,247 (-36%)
Value$7.4M (-$4.2M)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares116,642 from 109,933
Change+6,709 (+6%)
Value$7.1M (+$455.8K)
Filed 2026-10-30
Tompkins Financial Corp
INCREASED
Shares114,586 from 105,192
Change+9,394 (+9%)
Value$7.0M (+$616.8K)
Filed 2026-10-05
Oppenheimer & Co Inc
INCREASED
Shares113,185 from 105,425
Change+7,760 (+7%)
Value$6.9M (+$517.7K)
Filed 2026-10-26
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares111,477 from 111,746
Change-269 (0%)
Value$6.8M (+$32.9K)
Filed 2026-10-13
High Point Wealth Management, LLC
INCREASED
Shares110,727 from 108,405
Change+2,322 (+2%)
Value$6.7M (+$188.7K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares108,516 from 107,749
Change+767 (+1%)
Value$6.6M (+$94.0K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
DECREASED
Shares107,374 from 108,055
Change-681 (-1%)
Value$6.5M (+$6.2K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares92,798 from 92,011
Change+787 (+1%)
Value$5.6M (+$88.3K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares90,152 from 88,320
Change+1,832 (+2%)
Value$5.5M (+$150.1K)
Filed 2026-10-14
Investmark Advisory Group LLC
DECREASED
Shares84,800 from 86,882
Change-2,082 (-2%)
Value$5.1M (-$88.2K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares83,565 from 91,219
Change-7,654 (-8%)
Value$5.1M (-$424.7K)
Filed 2026-10-26
Fullerton Advisors, LLC
DECREASED
Shares80,034 from 88,084
Change-8,050 (-9%)
Value$4.9M (-$450.1K)
Filed 2026-10-14
Clearwave Capital, LLC
INCREASED
Shares77,237 from 72,472
Change+4,765 (+7%)
Value$4.7M (+$321.3K)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares75,860 from 44,691
Change+31,169 (+70%)
Value$4.6M (+$1.9M)
Filed 2026-10-28
KFG Wealth Management, LLC
INCREASED
Shares75,583 from 67,129
Change+8,454 (+13%)
Value$4.6M (+$543.0K)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED
Shares72,245 from 73,230
Change-985 (-1%)
Value$4.4M (-$27.6K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares72,161 from 72,086
Change+75 (+0%)
Value$4.4M (+$36.3K)
Filed 2026-10-29
Uptick Partners, LLC
INCREASED
Shares70,543 from 58,716
Change+11,827 (+20%)
Value$4.3M (+$744.0K)
Filed 2026-11-04
PFG Advisors
DECREASED
Shares70,504 from 78,930
Change-8,426 (-11%)
Value$4.3M (-$477.0K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares70,361 from 72,085
Change-1,724 (-2%)
Value$4.3M (-$73.0K)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares63,558 from 64,706
Change-1,148 (-2%)
Value$3.9M (-$41.2K)
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares61,241 from 63,370
Change-2,129 (-3%)
Value$3.7M (-$101.4K)
Filed 2026-10-09
FSA Wealth Partners, Inc.
DECREASED
Shares59,522 from 64,467
Change-4,945 (-8%)
Value$3.6M (-$271.9K)
Filed 2026-10-26
HBW Advisory Services LLC
DECREASED
Shares57,912 from 58,395
Change-483 (-1%)
Value$3.5M (-$3.6K)
Filed 2026-10-15
Old Mission Investment Co LLC
DECREASED
Shares56,205 from 57,063
Change-858 (-1%)
Value$3.4M (-$27.0K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares53,924 from 42,064
Change+11,860 (+28%)
Value$3.3M (+$738.8K)
Filed 2026-10-23
Defined Wealth Management, LLC
INCREASED
Shares53,152 from 52,911
Change+241 (+0%)
Value$3.2M (+$37.9K)
Filed 2026-10-19
Precedent Wealth Partners, LLC
INCREASED
Shares49,693 from 44,275
Change+5,418 (+12%)
Value$3.0M (+$348.6K)
Filed 2026-10-21
Fortitude Financial, LLC
INCREASED
Shares45,949 from 4,972
Change+40,977 (+824%)
Value$2.8M (+$2.5M)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED
Shares45,760 from 48,107
Change-2,347 (-5%)
Value$2.8M (-$121.4K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares44,646 from 44,197
Change+449 (+1%)
Value$2.7M (+$46.7K)
Filed 2026-10-16
S&A Financial Services, Inc.
DECREASED
Shares44,569 from 44,655
Change-86 (0%)
Value$2.7M (+$14.5K)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares44,549 from 40,682
Change+3,867 (+10%)
Value$2.8M (+$299.9K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares44,106 from 135,133
Change-91,027 (-67%)
Value$2.7M (-$5.5M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares43,686 from 29,034
Change+14,652 (+50%)
Value$2.7M (+$902.6K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares43,292 from 43,817
Change-525 (-1%)
Value$2.6M (-$12.6K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares42,386 from 31,947
Change+10,439 (+33%)
Value$2.6M (+$646.4K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares41,974 from 38,004
Change+3,970 (+10%)
Value$2.5M (+$257.8K)
Filed 2026-10-16
Elevation Capital Advisory, LLC
DECREASED
Shares41,285 from 65,702
Change-24,417 (-37%)
Value$2.5M (-$1.5M)
Filed 2026-10-29
Westside Investment Management, Inc.
INCREASED
Shares39,790 from 37,348
Change+2,442 (+7%)
Value$2.4M (+$164.8K)
Filed 2026-11-02
Sheets Smith Wealth Management
UNCHANGED
Shares38,729 from 38,729
Change0 (0%)
Value$2.4M (+$17.0K)
Filed 2026-10-16
Rose Capital Advisors LLC
NEW
Shares38,056
Change+38,056
Value$2.3M
Filed 2026-11-04
Schmidt P J Investment Management Inc
DECREASED
Shares37,424 from 39,385
Change-1,961 (-5%)
Value$2.3M (-$101.8K)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares36,101 from 7,438
Change+28,663 (+385%)
Value$2.2M (+$1.7M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares35,657 from 37,035
Change-1,378 (-4%)
Value$2.2M (-$67.4K)
Filed 2026-11-05
Arwa LLC
INCREASED
Shares34,129 from 30,863
Change+3,266 (+11%)
Value$2.1M (+$180.7K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares34,091 from 44,704
Change-10,613 (-24%)
Value$2.1M (-$624.8K)
Filed 2026-10-23
Earned Wealth Advisors, LLC
INCREASED
Shares34,029 from 33,851
Change+178 (+1%)
Value$2.1M (+$25.7K)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares33,081 from 36,960
Change-3,879 (-10%)
Value$2.0M (-$219.3K)
Filed 2026-11-03
Primoris Wealth Advisors, LLC
DECREASED
Shares32,041 from 32,503
Change-462 (-1%)
Value$1.9M (-$13.8K)
Filed 2026-10-28
CLG LLC
INCREASED
Shares31,761 from 31,578
Change+183 (+1%)
Value$1.9M (+$25.0K)
Filed 2026-10-13
Beam Wealth Advisors, Inc.
INCREASED
Shares31,313 from 31,085
Change+228 (+1%)
Value$1.9M (+$27.5K)
Filed 2026-11-03
Ballew Advisors, Inc
DECREASED
Shares30,029 from 30,040
Change-11 (0%)
Value$1.8M (-$11.4K)
Filed 2026-10-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,952 from 24,253
Change+5,699 (+24%)
Value$1.8M (+$356.8K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED
Shares29,849 from 29,849
Change0 (0%)
Value$1.8M (-$49.8K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares29,710 from 29,146
Change+564 (+2%)
Value$1.8M (+$47.1K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares29,549 from 28,329
Change+1,220 (+4%)
Value$1.8M (+$86.6K)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
INCREASED
Shares29,305 from 26,349
Change+2,956 (+11%)
Value$1.8M (+$191.1K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares28,773 from 30,865
Change-2,092 (-7%)
Value$1.7M (-$113.5K)
Filed 2026-10-21
Barry Investment Advisors, LLC
DECREASED
Shares28,515 from 34,429
Change-5,914 (-17%)
Value$1.7M (-$344.1K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares28,243 from 27,598
Change+645 (+2%)
Value$1.7M (+$51.3K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares28,040 from 20,455
Change+7,585 (+37%)
Value$1.7M (+$469.6K)
Filed 2026-11-02
XML Financial, LLC
INCREASED
Shares27,132 from 24,543
Change+2,589 (+11%)
Value$1.6M (+$168.0K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares26,147 from 24,298
Change+1,849 (+8%)
Value$1.6M (+$123.0K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares25,957 from 25,255
Change+702 (+3%)
Value$1.6M (+$53.7K)
Filed 2026-11-04
Certified Advisory Corp
DECREASED
Shares25,253 from 27,832
Change-2,579 (-9%)
Value$1.5M (-$144.4K)
Filed 2026-10-29
Diversify Advisory Services, LLC
INCREASED
Shares25,246 from 22,853
Change+2,393 (+10%)
Value$1.6M (+$128.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares25,246 from 22,853
Change+2,393 (+10%)
Value$1.6M (+$128.2K)
Filed 2026-10-20
Cornerstone Planning Group LLC
INCREASED
Shares24,918 from 18,773
Change+6,145 (+33%)
Value$1.5M (+$363.4K)
Filed 2026-10-16
ERn Financial, LLC
DECREASED
Shares24,147 from 24,220
Change-73 (0%)
Value$1.5M (+$6.2K)
Filed 2026-10-28
Everest Financial Group LLC
INCREASED
Shares23,923 from 22,227
Change+1,696 (+8%)
Value$1.5M (+$112.8K)
Filed 2026-11-06
Onyx Financial Advisors, LLC
INCREASED
Shares23,766 from 21,061
Change+2,705 (+13%)
Value$1.4M (+$173.5K)
Filed 2026-10-21
Private Wealth Partners, LLC
UNCHANGED
Shares22,800 from 22,800
Change0 (0%)
Value$1.4M (+$10.0K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares22,528 from 21,801
Change+727 (+3%)
Value$1.4M (+$53.7K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares22,526 from 22,397
Change+129 (+1%)
Value$1.4M (+$17.7K)
Filed 2026-10-23
Code Waechter LLC
UNCHANGED
Shares21,969 from 21,969
Change0 (0%)
Value$1.3M (+$9.7K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares21,849 from 19,440
Change+2,409 (+12%)
Value$1.3M (+$154.9K)
Filed 2026-10-19
Mascoma Wealth Management LLC
INCREASED
Shares21,743 from 21,733
Change+10 (+0%)
Value$1.3M (+$10.1K)
Filed 2026-10-23
Carolina Wealth Management Inc
INCREASED
Shares21,576 from 21,528
Change+48 (+0%)
Value$1.3M (+$12.4K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares21,298 from 14,886
Change+6,412 (+43%)
Value$1.3M (+$395.9K)
Filed 2026-10-13
LVZ, Inc.
DECREASED
Shares21,034 from 21,298
Change-264 (-1%)
Value$1.3M (-$6.7K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares20,542 from 18,928
Change+1,614 (+9%)
Value$1.2M (+$106.3K)
Filed 2026-10-29
Sovran Advisors, LLC
DECREASED
Shares20,039 from 25,526
Change-5,487 (-21%)
Value$1.3M (-$354.4K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
UNCHANGED
Shares19,229 from 19,229
Change0 (0%)
Value$1.2M (+$8.5K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares18,888 from 17,283
Change+1,605 (+9%)
Value$1.1M (+$105.1K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares18,005 from 3,415
Change+14,590 (+427%)
Value$1.1M (+$887.5K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
DECREASED
Shares17,663 from 17,779
Change-116 (-1%)
Value$1.1M (+$743)
Filed 2026-11-05
Absolute Capital Management, LLC
DECREASED
Shares17,361 from 17,769
Change-408 (-2%)
Value$1.1M (-$17.0K)
Filed 2026-10-16
Sweeney & Michel, LLC
INCREASED
Shares17,032 from 16,934
Change+98 (+1%)
Value$1.0M (-$52.8K)
Filed 2026-10-16
Simon Quick Advisors, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$1.0M (+$7.5K)
Filed 2026-10-26
Accelerate Investment Advisors LLC
INCREASED
Shares16,983 from 15,145
Change+1,838 (+12%)
Value$1.0M (+$118.3K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares16,818 from 8,730
Change+8,088 (+93%)
Value$1.0M (+$495.0K)
Filed 2026-10-21
TritonPoint Partners, LLC
NEW
Shares16,331
Change+16,331
Value$991.8K
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares16,264 from 33,364
Change-17,100 (-51%)
Value$985.1K (-$1.0M)
Filed 2026-11-02
Fiduciary Alliance LLC
INCREASED
Shares16,211 from 15,505
Change+706 (+5%)
Value$984.5K (+$49.7K)
Filed 2026-10-13
BXM Wealth LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$971.7K (+$7.0K)
Filed 2026-11-03
IFC & Insurance Marketing, Inc.
DECREASED
Shares15,924 from 21,787
Change-5,863 (-27%)
Value$967.1K (-$346.5K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED
Shares15,774 from 15,929
Change-155 (-1%)
Value$958.0K (-$2.4K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares15,666 from 8,027
Change+7,639 (+95%)
Value$973.0K (+$489.1K)
Filed 2026-11-04
LongView Wealth Management
DECREASED
Shares15,624 from 15,682
Change-58 (0%)
Value$948.9K (+$3.4K)
Filed 2026-10-19
Monetary Solutions, Ltd
INCREASED
Shares15,464 from 12,804
Change+2,660 (+21%)
Value$939.1K (+$167.2K)
Filed 2026-10-22
New England Private Wealth Advisors LLC
INCREASED
Shares15,047 from 6,519
Change+8,528 (+131%)
Value$913.8K (+$507.1K)
Filed 2026-10-19
Blue Water Asset Management
INCREASED
Shares14,233 from 14,230
Change+3 (+0%)
Value$864.4K (+$6.5K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares14,194 from 17,210
Change-3,016 (-18%)
Value$862.0K (-$175.6K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares14,127
Change+14,127
Value$857.9K
Filed 2026-10-21
CPC Advisors, LLC
DECREASED
Shares14,015 from 14,593
Change-578 (-4%)
Value$851.1K (-$28.7K)
Filed 2026-10-21
CDM Financial Counseling Services, Inc.
INCREASED
Shares13,916 from 13,610
Change+306 (+2%)
Value$845.1K (+$24.6K)
Filed 2026-10-15
Plus Group Wealth Advisors LLC
INCREASED
Shares13,825 from 12,383
Change+1,442 (+12%)
Value$839.6K (+$93.0K)
Filed 2026-10-19
Fairvoy Private Wealth, LLC
INCREASED
Shares13,795 from 12,889
Change+906 (+7%)
Value$837.8K (+$60.7K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED
Shares13,771 from 9,297
Change+4,474 (+48%)
Value$836.3K (+$275.8K)
Filed 2026-10-09
Tandem Capital Management Corp
DECREASED
Shares13,485 from 13,535
Change-50 (0%)
Value$818.9K (+$2.9K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares13,362 from 12,174
Change+1,188 (+10%)
Value$811.5K (+$77.5K)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares13,356 from 18,307
Change-4,951 (-27%)
Value$821.9K (-$281.8K)
Filed 2026-10-09
First Security Investment Management, Inc.
INCREASED
Shares12,791 from 12,717
Change+74 (+1%)
Value$776.8K (+$10.1K)
Filed 2026-11-05
bLong Financial, LLC
INCREASED
Shares12,499 from 12,457
Change+42 (+0%)
Value$759.1K (+$8.1K)
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares11,704 from 15,145
Change-3,441 (-23%)
Value$710.8K (-$202.3K)
Filed 2026-10-15
Redwood Financial Network Corp
DECREASED
Shares11,664 from 11,890
Change-226 (-2%)
Value$708.4K (-$8.5K)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares11,401 from 9,401
Change+2,000 (+21%)
Value$692.4K (+$125.6K)
Filed 2026-10-14
Live Oak Investment Partners
UNCHANGED
Shares11,184 from 11,184
Change0 (0%)
Value$679.2K (+$4.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares11,058 from 8,283
Change+2,775 (+34%)
Value$671.5K (+$172.2K)
Filed 2026-11-06
HB Wealth Management, LLC
DECREASED
Shares10,755 from 13,743
Change-2,988 (-22%)
Value$653.2K (-$175.4K)
Filed 2026-10-23
Community Trust & Investment Co
DECREASED
Shares10,483 from 11,894
Change-1,411 (-12%)
Value$636.6K (-$80.5K)
Filed 2026-10-15
Titleist Asset Management, LLC
NEW
Shares10,465
Change+10,465
Value$635.6K
Filed 2026-10-08
Valley National Advisers Inc
INCREASED
Shares10,204 from 10,007
Change+197 (+2%)
Value$619.7K (+$16.4K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares10,192
Change+10,192
Value$634
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares10,182 from 6,680
Change+3,502 (+52%)
Value$618.3K (+$214.1K)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
INCREASED
Shares10,155 from 9,805
Change+350 (+4%)
Value$616.7K (+$25.6K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares9,985 from 9,749
Change+236 (+2%)
Value$618.6K (+$12.8K)
Filed 2026-10-20
Prevail Innovative Wealth Advisors, LLC
NEW
Shares9,749
Change+9,749
Value$597.3K
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares9,748
Change+9,748
Value$592.0K
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares9,248 from 10,047
Change-799 (-8%)
Value$561.7K (-$44.1K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
DECREASED
Shares9,100 from 9,179
Change-79 (-1%)
Value$552.6K (-$759)
Filed 2026-10-21
PUREfi Wealth, LLC
INCREASED
Shares8,698 from 7,295
Change+1,403 (+19%)
Value$528.2K (+$88.4K)
Filed 2026-10-19
KWB Wealth
INCREASED
Shares8,504 from 3,750
Change+4,754 (+127%)
Value$516.4K (+$290.3K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares8,418 from 7,246
Change+1,172 (+16%)
Value$511.2K (+$74.3K)
Filed 2026-10-21
Ball & Co Wealth Management Inc.
DECREASED
Shares8,374 from 8,679
Change-305 (-4%)
Value$508.6K (-$14.4K)
Filed 2026-11-05
JGP Wealth Management, LLC
INCREASED
Shares8,295 from 8,051
Change+244 (+3%)
Value$503.7K (+$18.3K)
Filed 2026-10-13
Dahring | Cusmano LLC
DECREASED
Shares8,248 from 75,141
Change-66,893 (-89%)
Value$500.9K (-$4.0M)
Filed 2026-11-03
Optivise Advisory Services LLC
INCREASED
Shares8,165 from 7,732
Change+433 (+6%)
Value$495.8K (+$29.7K)
Filed 2026-10-19
Scott Capital Advisors, LLC
NEW
Shares8,079
Change+8,079
Value$495.0K
Filed 2026-10-13
Mission Wealth Management, LP
INCREASED
Shares7,987 from 7,960
Change+27 (+0%)
Value$485.0K (+$5.1K)
Filed 2026-10-15
Brown Miller Wealth Management, LLC
UNCHANGED
Shares7,786 from 7,786
Change0 (0%)
Value$472.8K (+$3.4K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares7,748 from 7,748
Change0 (0%)
Value$467.1K ($0)
Filed 2026-10-26
Flagstar Securities, Inc
DECREASED
Shares7,583 from 75,095
Change-67,512 (-90%)
Value$460.5K (-$4.1M)
Filed 2026-10-15
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares7,546 from 14,063
Change-6,517 (-46%)
Value$458.3K (-$389.6K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares7,504 from 7,557
Change-53 (-1%)
Value$455.7K (+$107)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares7,496 from 7,805
Change-309 (-4%)
Value$455.2K (-$15.3K)
Filed 2026-11-03
Novem Group
INCREASED
Shares7,479 from 6,489
Change+990 (+15%)
Value$454.2K (+$63.0K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares7,461 from 4,292
Change+3,169 (+74%)
Value$453.1K (+$216.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares6,639 from 74,410
Change-67,771 (-91%)
Value$403.2K (-$4.1M)
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares6,573 from 6,573
Change0 (0%)
Value$399.2K (+$2.9K)
Filed 2026-10-14
Centurion Wealth Management LLC
INCREASED
Shares6,376 from 5,959
Change+417 (+7%)
Value$387.2K (+$27.9K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares6,300 from 6,275
Change+25 (+0%)
Value$382.6K (+$4.3K)
Filed 2026-11-05
Retireful, LLC
NEW
Shares6,271
Change+6,271
Value$380.8K
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares6,264 from 6,618
Change-354 (-5%)
Value$380.4K (-$18.6K)
Filed 2026-10-26
Keybank National Association
UNCHANGED
Shares6,008 from 6,008
Change0 (0%)
Value$364.9K (+$2.6K)
Filed 2026-11-04
Archford Capital Strategies, LLC
NEW
Shares5,895
Change+5,895
Value$358.0K
Filed 2026-10-19
Aspect Partners, LLC
UNCHANGED
Shares5,840 from 5,840
Change0 (0%)
Value$354.7K (+$2.6K)
Filed 2026-10-20
Clarity Asset Management, Inc.
DECREASED
Shares5,814 from 6,116
Change-302 (-5%)
Value$353.1K (-$15.7K)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares5,813 from 7,133
Change-1,320 (-19%)
Value$353.1K (-$77.0K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
INCREASED
Shares5,742 from 4,929
Change+813 (+16%)
Value$348.7K (+$51.5K)
Filed 2026-11-06
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares5,740 from 5,740
Change0 (0%)
Value$348.6K (+$2.5K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
INCREASED
Shares5,629 from 5,628
Change+1 (+0%)
Value$341.8K (+$2.5K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares5,520 from 5,457
Change+63 (+1%)
Value$335.3K (+$6.2K)
Filed 2026-10-29
TFB Advisors LLC
INCREASED
Shares5,484 from 4,591
Change+893 (+19%)
Value$333.0K (+$56.3K)
Filed 2026-11-02
Financial Perspectives, Inc
INCREASED
Shares5,378 from 5,369
Change+9 (+0%)
Value$326.6K (+$3.0K)
Filed 2026-11-03
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares5,353 from 4,513
Change+840 (+19%)
Value$325.1K (+$53.0K)
Filed 2026-10-16
Atlas Brown,Inc.
INCREASED
Shares5,346 from 5,337
Change+9 (+0%)
Value$324.6K (+$2.9K)
Filed 2026-10-09
Moneco Advisors, LLC
DECREASED
Shares5,326 from 6,300
Change-974 (-15%)
Value$323.4K (-$56.4K)
Filed 2026-11-05
Southland Equity Partners LLC
DECREASED
Shares5,180 from 5,584
Change-404 (-7%)
Value$314.6K (-$22.1K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares5,173
Change+5,173
Value$314.2K
Filed 2026-10-27
Garton & Associates Financial Advisors LLC
NEW
Shares5,082
Change+5,082
Value$308.6K
Filed 2026-10-30
Southern Capital Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$303.7K (+$2.2K)
Filed 2026-10-26
Herold Advisors, Inc.
DECREASED
Shares4,914 from 5,057
Change-143 (-3%)
Value$298.4K (-$7.6K)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares4,810 from 4,083
Change+727 (+18%)
Value$292.1K (+$45.9K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares4,733 from 4,707
Change+26 (+1%)
Value$287.5K (+$3.7K)
Filed 2026-10-21
RMR Wealth Builders
DECREASED
Shares4,687 from 26,414
Change-21,727 (-82%)
Value$284.6K (-$1.3M)
Filed 2026-10-22
Compass Ion Advisors, LLC
UNCHANGED
Shares4,673 from 4,673
Change0 (0%)
Value$283.8K (+$2.1K)
Filed 2026-10-23
SageOak Financial, LLC
DECREASED
Shares4,639 from 5,567
Change-928 (-17%)
Value$281.7K (-$53.9K)
Filed 2026-10-19
Wetzel Investment Advisors, Inc.
DECREASED
Shares4,588 from 4,829
Change-241 (-5%)
Value$278.6K (-$12.5K)
Filed 2026-10-13
Atlas Private Wealth Advisors
INCREASED
Shares4,583 from 4,103
Change+480 (+12%)
Value$278.3K (+$31.0K)
Filed 2026-10-23
LifeSteps Financial, Inc.
INCREASED
Shares4,572 from 4,127
Change+445 (+11%)
Value$277.7K (+$28.9K)
Filed 2026-10-15
Financial Management Network Inc
NEW
Shares4,514
Change+4,514
Value$275.0K
Filed 2026-10-09
Zega Investments, LLC
UNCHANGED
Shares4,407 from 4,407
Change0 (0%)
Value$267.6K (+$1.9K)
Filed 2026-11-04
Choreo, LLC
DECREASED
Shares4,297 from 4,405
Change-108 (-2%)
Value$261.0K (-$4.6K)
Filed 2026-10-28
Graham Capital Wealth Management, LLC
INCREASED
Shares4,295 from 3,664
Change+631 (+17%)
Value$260.9K (+$39.9K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares4,246 from 2,700
Change+1,546 (+57%)
Value$257.9K (+$95.1K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
INCREASED
Shares4,217 from 4,210
Change+7 (+0%)
Value$256.1K (+$2.2K)
Filed 2026-10-29
Obsidian CIO, LLC
INCREASED
Shares4,214 from 4,211
Change+3 (+0%)
Value$255.9K (+$2.0K)
Filed 2026-11-05
Breakwater Capital Group
UNCHANGED
Shares4,188 from 4,188
Change0 (0%)
Value$254.3K (+$1.8K)
Filed 2026-10-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares4,146 from 4,123
Change+23 (+1%)
Value$251.8K (+$3.3K)
Filed 2026-10-29
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares4,084 from 4,085
Change-1 (0%)
Value$248.1K (+$1.8K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares4,053 from 4,030
Change+23 (+1%)
Value$246.2K (+$3.2K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares4,045 from 4,235
Change-190 (-4%)
Value$245.7K (-$9.7K)
Filed 2026-10-19
NWF Advisory Services Inc.
NEW
Shares3,988
Change+3,988
Value$242.2K
Filed 2026-10-19
Northwest Financial Advisors
NEW
Shares3,905
Change+3,905
Value$237.2K
Filed 2026-10-27
MKD Wealth Coaches, LLC
DECREASED
Shares3,829 from 4,619
Change-790 (-17%)
Value$232.5K (-$45.9K)
Filed 2026-10-09
Facet Wealth, Inc.
DECREASED
Shares3,773 from 4,880
Change-1,107 (-23%)
Value$229.1K (-$65.1K)
Filed 2026-11-04
Nfsg Corp
INCREASED
Shares3,769 from 3,749
Change+20 (+1%)
Value$228.9K (+$2.8K)
Filed 2026-10-15
Destiny Capital Corp
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$220.5K (+$1.6K)
Filed 2026-11-03
Arthur M. Cohen & Associates, LLC
INCREASED
Shares3,593 from 3,465
Change+128 (+4%)
Value$218.2K (+$9.3K)
Filed 2026-10-26
United Advisor Group, LLC
NEW
Shares3,451
Change+3,451
Value$209.6K
Filed 2026-11-03
Tranquility Partners, LLC
DECREASED
Shares3,446 from 6,590
Change-3,144 (-48%)
Value$209.3K (-$188.1K)
Filed 2026-10-20
Harbor Group, Inc.
UNCHANGED
Shares3,430 from 3,430
Change0 (0%)
Value$208.3K (+$1.5K)
Filed 2026-10-14
Allegheny Financial Group
NEW
Shares3,415
Change+3,415
Value$207.4K
Filed 2026-11-05
BIP Wealth, LLC
NEW
Shares3,363
Change+3,363
Value$204.2K
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares3,344 from 3,340
Change+4 (+0%)
Value$203.1K (+$1.7K)
Filed 2026-10-30
Valley Wealth Managers, Inc.
UNCHANGED
Shares3,254 from 3,254
Change0 (0%)
Value$197.6K (+$1.4K)
Filed 2026-10-09
Hoese & Co LLP
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$182.2K (+$1.3K)
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,979 from 2,979
Change0 (0%)
Value$180.9K (+$1.3K)
Filed 2026-10-20
Yankcom Partnership
NEW
Shares2,466
Change+2,466
Value$149.8K
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,418 from 10,956
Change-8,538 (-78%)
Value$146.8K (-$513.7K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
INCREASED
Shares2,377 from 2,373
Change+4 (+0%)
Value$144.4K (+$1.3K)
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,158 from 2,148
Change+10 (+0%)
Value$131.1K (+$1.5K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares2,024 from 2,684
Change-660 (-25%)
Value$122.9K (-$38.9K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$121.5K (+$880)
Filed 2026-11-02
Godsey & Gibb, Inc
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$89.6K (+$649)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
INCREASED
Shares1,353 from 1,341
Change+12 (+1%)
Value$82.1K (+$1.3K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares1,268 from 1,155
Change+113 (+10%)
Value$77.0K (+$7.4K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares1,190 from 800
Change+390 (+49%)
Value$72.3K (+$24.0K)
Filed 2026-11-04
Roxbury Financial LLC
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$71.2K (+$516)
Filed 2026-10-01
Cape Investment Advisory, Inc.
INCREASED
Shares1,166 from 932
Change+234 (+25%)
Value$70.8K (+$14.6K)
Filed 2026-10-13
Kingdom Financial Group Llc.
INCREASED
Shares1,150 from 368
Change+782 (+213%)
Value$69.9K (+$47.7K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares1,067 from 927
Change+140 (+15%)
Value$64.8K (+$8.9K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares750
Change+750
Value$45.5K
Filed 2026-11-04
Horrell Capital Management, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$45.5K (+$330)
Filed 2026-10-08
Buck Wealth Strategies, LLC
DECREASED
Shares695 from 847
Change-152 (-18%)
Value$42.2K (-$8.9K)
Filed 2026-10-28
Oakworth Capital, Inc.
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$42.0K (+$86)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares668
Change+668
Value$40.9K
Filed 2026-10-13
1620 Investment Advisors, Inc.
DECREASED
Shares562 from 672
Change-110 (-16%)
Value$34.1K (-$10.7K)
Filed 2026-11-04
MB, Levis & Associates, LLC
INCREASED
Shares560 from 557
Change+3 (+1%)
Value$34.0K (+$441)
Filed 2026-10-16
Concord Wealth Partners
INCREASED
Shares551 from 549
Change+2 (+0%)
Value$33.5K (+$374)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares537 from 93
Change+444 (+477%)
Value$32.6K (+$27.0K)
Filed 2026-11-06
Jnba Financial Advisors
INCREASED
Shares483 from 480
Change+3 (+1%)
Value$29.3K (+$380)
Filed 2026-11-03
Evermay Wealth Management LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$26.8K (+$194)
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$24.8K (+$180)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$19.9K (+$144)
Filed 2026-11-05
Hickory Point Bank & Trust
NEW
Shares300
Change+300
Value$18.2K
Filed 2026-10-01
Blue Trust, Inc.
INCREASED
Shares284 from 0
Change+284
Value$17.2K (+$17.2K)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$14.3K (+$104)
Filed 2026-10-23
CX Institutional
INCREASED
Shares194 from 192
Change+2 (+1%)
Value$12 ($0)
Filed 2026-10-02
TD Waterhouse Canada Inc.
NEW
Shares176
Change+176
Value$10.7K
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$8.2K (+$60)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares122 from 121
Change+1 (+1%)
Value$7.4K (+$96)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares103 from 70
Change+33 (+47%)
Value$6.3K (+$2.0K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (+$44)
Filed 2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6 ($0)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares82 from 52
Change+30 (+58%)
Value$5.0K (+$1.8K)
Filed 2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$4.7K (+$34)
Filed 2026-10-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$4.6K (+$33)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares75
Change+75
Value$4.6K
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares65
Change+65
Value$3.9K
Filed 2026-11-04
Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.8K (+$13)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$672 (+$5)
Filed 2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$122 (+$1)
Filed 2026-10-15
Oasis Advisors, LLC
CLOSED
Shares0 from 14,629
Change-14,629 (-100%)
Value$0 (-$882.0K)
Filed 2026-10-16
Stevens Capital Partners
CLOSED
Shares0 from 11,648
Change-11,648 (-100%)
Value$0 (-$702.2K)
Filed 2026-10-29
Midwest Financial Network, LLC
CLOSED
Shares0 from 10,393
Change-10,393 (-100%)
Value$0 (-$626.8K)
Filed 2026-10-13
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 8,514
Change-8,514 (-100%)
Value$0 (-$513.3K)
Filed 2026-10-14
RCS Financial Planning, LLC
CLOSED
Shares0 from 8,180
Change-8,180 (-100%)
Value$0 (-$493.2K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 7,270
Change-7,270 (-100%)
Value$0 (-$438.3K)
Filed 2026-11-05
Mather Group, Llc.
CLOSED
Shares0 from 5,483
Change-5,483 (-100%)
Value$0 (-$330.6K)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 5,420
Change-5,420 (-100%)
Value$0 (-$326.8K)
Filed 2026-10-29
Rhodes Investment Advisors Inc
CLOSED
Shares0 from 3,905
Change-3,905 (-100%)
Value$0 (-$235.4K)
Filed 2026-10-07
Wesbanco Bank Inc
CLOSED
Shares0 from 3,744
Change-3,744 (-100%)
Value$0 (-$225.7K)
Filed 2026-11-04
Seven Mile Advisory
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-22
NorthAvenue LLC
CLOSED
Shares0 from 251
Change-251 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-29
Financial Consulate, Inc
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-23
Central Trust Co
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-05
Private Trust Co NA
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-22
Costello Asset Management, Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$617)
Filed 2026-10-30
Valued Wealth Advisors LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$483)
Filed 2026-11-05
LPL Financial LLC
N/A
Shares— from 7,499,779
Change-7,499,779 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,713,339
Change-2,713,339 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,581,834
Change-2,581,834 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,541,625
Change-2,541,625 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,331,510
Change-2,331,510 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,175,133
Change-2,175,133 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,117,713
Change-2,117,713 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,984,267
Change-1,984,267 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,888,109
Change-1,888,109 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,855,417
Change-1,855,417 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 914,634
Change-914,634 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 816,312
Change-816,312 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 753,964
Change-753,964 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 639,618
Change-639,618 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 586,977
Change-586,977 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 566,766
Change-566,766 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 537,233
Change-537,233 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 403,891
Change-403,891 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 306,832
Change-306,832 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 303,753
Change-303,753 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 294,506
Change-294,506 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 281,528
Change-281,528 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 278,629
Change-278,629 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 252,064
Change-252,064 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 235,485
Change-235,485 (-100%)
Value—
FMR LLC
N/A
Shares— from 233,218
Change-233,218 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 221,603
Change-221,603 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 219,942
Change-219,942 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 219,333
Change-219,333 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 213,763
Change-213,763 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 210,776
Change-210,776 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 206,657
Change-206,657 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 195,411
Change-195,411 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 192,316
Change-192,316 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 182,800
Change-182,800 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 181,144
Change-181,144 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 174,611
Change-174,611 (-100%)
Value—
&partners
N/A
Shares— from 173,197
Change-173,197 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 163,059
Change-163,059 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 159,980
Change-159,980 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 155,252
Change-155,252 (-100%)
Value—
Stephens Inc
N/A
Shares— from 150,033
Change-150,033 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 147,801
Change-147,801 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 147,766
Change-147,766 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 147,741
Change-147,741 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 147,703
Change-147,703 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 147,453
Change-147,453 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 134,781
Change-134,781 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 134,161
Change-134,161 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 130,630
Change-130,630 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 119,320
Change-119,320 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 113,541
Change-113,541 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 101,554
Change-101,554 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 99,465
Change-99,465 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 91,176
Change-91,176 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 90,320
Change-90,320 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 89,973
Change-89,973 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 89,794
Change-89,794 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 88,714
Change-88,714 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 83,933
Change-83,933 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 81,352
Change-81,352 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 73,536
Change-73,536 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 71,738
Change-71,738 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 69,102
Change-69,102 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 68,311
Change-68,311 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 67,048
Change-67,048 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 66,478
Change-66,478 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 64,262
Change-64,262 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 62,913
Change-62,913 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 61,459
Change-61,459 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 61,351
Change-61,351 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 59,062
Change-59,062 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 58,696
Change-58,696 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 58,217
Change-58,217 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 57,998
Change-57,998 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 53,871
Change-53,871 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 53,348
Change-53,348 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 47,282
Change-47,282 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 47,197
Change-47,197 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 46,255
Change-46,255 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 45,455
Change-45,455 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 45,269
Change-45,269 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 42,545
Change-42,545 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42,171
Change-42,171 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 41,533
Change-41,533 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 41,104
Change-41,104 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 41,061
Change-41,061 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 39,483
Change-39,483 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,198
Change-39,198 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 38,355
Change-38,355 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 36,838
Change-36,838 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 36,317
Change-36,317 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 35,190
Change-35,190 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 34,765
Change-34,765 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 29,676
Change-29,676 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 29,004
Change-29,004 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 27,225
Change-27,225 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 27,123
Change-27,123 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,995
Change-25,995 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 23,205
Change-23,205 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 22,721
Change-22,721 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 22,600
Change-22,600 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 22,483
Change-22,483 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 22,024
Change-22,024 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 22,007
Change-22,007 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 20,701
Change-20,701 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 20,095
Change-20,095 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 19,891
Change-19,891 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 19,337
Change-19,337 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 18,122
Change-18,122 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 17,899
Change-17,899 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 17,742
Change-17,742 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 17,617
Change-17,617 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 17,550
Change-17,550 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,596
Change-14,596 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,274
Change-14,274 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 13,573
Change-13,573 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,456
Change-13,456 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,971
Change-12,971 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 12,494
Change-12,494 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 11,472
Change-11,472 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 11,418
Change-11,418 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,366
Change-10,366 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 10,008
Change-10,008 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 9,683
Change-9,683 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,662
Change-9,662 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,838
Change-8,838 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,776
Change-8,776 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 8,172
Change-8,172 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
United Bank
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,192
Change-7,192 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,128
Change-6,128 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,704
Change-5,704 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,407
Change-4,407 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 900
Change-900 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 793
Change-793 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 524
Change-524 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 447
Change-447 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 360
Change-360 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 213
Change-213 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
UBS Group AG
N/A
Shares— from 145
Change-145 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 97
Change-97 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 81
Change-81 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 71
Change-71 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED3,192,3362,987,353+204,983+7%$180.1M$193.9M+$13.8M2026-11-02
Retirement Planning Group, LLC
INCREASED2,910,8142,823,822+86,992+3%$170.2M$176.8M+$6.5M2026-10-19
Kestra Advisory Services, LLC
INCREASED1,788,9681,440,288+348,680+24%$86.8M$108.6M+$21.8M2026-11-02
Sagespring Wealth Partners, LLC
INCREASED1,485,3521,400,766+84,586+6%$84.5M$90.2M+$5.8M2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED765,260777,397-12,137-2%$46.9M$46.5M-$395.0K2026-11-02
Childress Capital Advisors, LLC
INCREASED707,299661,037+46,262+7%$39.9M$43.0M+$3.1M2026-10-28
Kestra Investment Management, LLC
INCREASED694,754692,813+1,941+0%$41.8M$42.2M+$422.7K2026-11-04
Victory Financial Group, LLC
DECREASED618,442640,420-21,978-3%$38.6M$37.6M-$1.1M2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED425,445433,835-8,390-2%$26.2M$25.8M-$318.6K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED388,863392,253-3,390-1%$24.4M$23.9M-$444.0K2026-10-13
AA Financial Advisors, LLC
INCREASED376,204321,175+55,029+17%$19.4M$22.8M+$3.5M2026-10-19
Flagship Wealth Advisors, LLC
INCREASED329,450310,950+18,500+6%$18.7M$20.0M+$1.3M2026-11-03
Milestone Investment Advisors LLC
INCREASED326,394324,499+1,895+1%$19.6M$19.8M+$257.9K2026-11-05
D.A. Davidson & Co.
INCREASED301,688300,253+1,435+0%$18.1M$18.3M+$219.3K2026-10-28
Summit Financial Wealth Advisors, LLC
INCREASED289,42097,763+191,657+196%$5.9M$17.6M+$11.7M2026-10-15
IFP Advisors, Inc
INCREASED278,832263,334+15,498+6%$15.9M$16.9M+$1.1M2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED257,901280,456-22,555-8%$16.9M$15.7M-$1.2M2026-10-20
Prentice Wealth Management LLC
INCREASED247,269243,752+3,517+1%$14.7M$15.0M+$320.8K2026-10-20
Clark Wealth Partners
INCREASED245,248239,160+6,088+3%$14.4M$14.9M+$474.9K2026-10-19
Independence Financial Advisors, LLC
INCREASED235,945227,992+7,953+3%$13.7M$14.3M+$583.3K2026-10-08
Rooted Wealth Advisors, Inc.
UNCHANGED235,327235,32700%$14.2M$14.2M$02026-11-03
Thrivent Financial for Lutherans
INCREASED234,879169,364+65,515+39%$10.2M$14.3M+$4.0M2026-11-05
Fifth Third Securities, Inc.
DECREASED207,824243,868-36,044-15%$14.7M$12.6M-$2.1M2026-10-21
Truist Financial Corp
DECREASED192,252224,204-31,952-14%$13.5M$11.7M-$1.8M2026-10-30
Lido Advisors, LLC
INCREASED184,271155,668+28,603+18%$9.4M$11.2M+$1.8M2026-11-04
Sapient Capital LLC
INCREASED182,812106,893+75,919+71%$6.4M$11.1M+$4.7M2026-10-08
Cyr Financial Inc.
INCREASED182,288167,830+14,458+9%$10.1M$11.1M+$951.9K2026-10-16
Merit Financial Group, LLC
INCREASED170,225133,960+36,265+27%$8.1M$10.3M+$2.3M2026-11-06
Powers Advisory Group, LLC
INCREASED163,379156,160+7,219+5%$9.4M$9.9M+$507.2K2026-10-14
BG Investment Services, LLC
INCREASED162,641125,837+36,804+29%$7.6M$9.9M+$2.3M2026-10-23
Unique Wealth, LLC
INCREASED162,202140,013+22,189+16%$8.4M$9.9M+$1.4M2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED159,487107,793+51,694+48%$6.5M$9.7M+$3.2M2026-10-21
Base Wealth Management LLC
INCREASED148,618141,941+6,677+5%$8.6M$9.0M+$468.0K2026-10-21
Investment Advisory Services Inc
INCREASED147,822121,803+26,019+21%$7.3M$9.0M+$1.6M2026-10-27
Strategic Blueprint, LLC
INCREASED142,117138,953+3,164+2%$8.4M$8.6M+$253.3K2026-10-22
Centerline Wealth Advisors, LLC
INCREASED139,936135,983+3,953+3%$8.2M$8.5M+$299.9K2026-10-15
Pathway Financial Advisers, LLC
INCREASED133,560132,384+1,176+1%$8.0M$8.1M+$129.7K2026-10-27
Carbahal Olsen Financial Services Group, LLC
INCREASED131,372130,417+955+1%$7.9M$8.0M+$115.3K2026-11-05
AdvisorNet Financial, Inc
INCREASED124,878122,695+2,183+2%$7.4M$7.7M+$279.0K2026-10-15
Cornerstone Wealth, LLC
DECREASED124,075148,659-24,584-17%$9.3M$7.7M-$1.6M2026-10-28
Citizens Financial Group Inc
INCREASED120,303117,954+2,349+2%$7.1M$7.3M+$194.6K2026-10-23
Sculati Wealth Management, LLC
DECREASED119,973186,220-66,247-36%$11.6M$7.4M-$4.2M2026-10-19
Kestra Private Wealth Services, LLC
INCREASED116,642109,933+6,709+6%$6.6M$7.1M+$455.8K2026-10-30
Tompkins Financial Corp
INCREASED114,586105,192+9,394+9%$6.3M$7.0M+$616.8K2026-10-05
Oppenheimer & Co Inc
INCREASED113,185105,425+7,760+7%$6.4M$6.9M+$517.7K2026-10-26
McGlone Suttner Wealth Management, Inc.
DECREASED111,477111,746-2690%$6.7M$6.8M+$32.9K2026-10-13
High Point Wealth Management, LLC
INCREASED110,727108,405+2,322+2%$6.5M$6.7M+$188.7K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED108,516107,749+767+1%$6.5M$6.6M+$94.0K2026-10-28
Lineweaver Wealth Advisors, LLC
DECREASED107,374108,055-681-1%$6.5M$6.5M+$6.2K2026-10-13
Creative Financial Designs Inc
INCREASED92,79892,011+787+1%$5.5M$5.6M+$88.3K2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED90,15288,320+1,832+2%$5.3M$5.5M+$150.1K2026-10-14
Investmark Advisory Group LLC
DECREASED84,80086,882-2,082-2%$5.2M$5.1M-$88.2K2026-10-27
Flagship Harbor Advisors, LLC
DECREASED83,56591,219-7,654-8%$5.5M$5.1M-$424.7K2026-10-26
Fullerton Advisors, LLC
DECREASED80,03488,084-8,050-9%$5.3M$4.9M-$450.1K2026-10-14
Clearwave Capital, LLC
INCREASED77,23772,472+4,765+7%$4.4M$4.7M+$321.3K2026-10-27
Soltis Investment Advisors LLC
INCREASED75,86044,691+31,169+70%$2.7M$4.6M+$1.9M2026-10-28
KFG Wealth Management, LLC
INCREASED75,58367,129+8,454+13%$4.0M$4.6M+$543.0K2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED72,24573,230-985-1%$4.4M$4.4M-$27.6K2026-10-27
Koshinski Asset Management, Inc.
INCREASED72,16172,086+75+0%$4.3M$4.4M+$36.3K2026-10-29
Uptick Partners, LLC
INCREASED70,54358,716+11,827+20%$3.5M$4.3M+$744.0K2026-11-04
PFG Advisors
DECREASED70,50478,930-8,426-11%$4.8M$4.3M-$477.0K2026-10-16
Independent Financial Group, LLC
DECREASED70,36172,085-1,724-2%$4.3M$4.3M-$73.0K2026-10-13
Principle Wealth Partners LLC
DECREASED63,55864,706-1,148-2%$3.9M$3.9M-$41.2K2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED61,24163,370-2,129-3%$3.8M$3.7M-$101.4K2026-10-09
FSA Wealth Partners, Inc.
DECREASED59,52264,467-4,945-8%$3.9M$3.6M-$271.9K2026-10-26
HBW Advisory Services LLC
DECREASED57,91258,395-483-1%$3.5M$3.5M-$3.6K2026-10-15
Old Mission Investment Co LLC
DECREASED56,20557,063-858-1%$3.4M$3.4M-$27.0K2026-10-22
Sigma Planning Corp
INCREASED53,92442,064+11,860+28%$2.5M$3.3M+$738.8K2026-10-23
Defined Wealth Management, LLC
INCREASED53,15252,911+241+0%$3.2M$3.2M+$37.9K2026-10-19
Precedent Wealth Partners, LLC
INCREASED49,69344,275+5,418+12%$2.7M$3.0M+$348.6K2026-10-21
Fortitude Financial, LLC
INCREASED45,9494,972+40,977+824%$299.8K$2.8M+$2.5M2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED45,76048,107-2,347-5%$2.9M$2.8M-$121.4K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED44,64644,197+449+1%$2.7M$2.7M+$46.7K2026-10-16
S&A Financial Services, Inc.
DECREASED44,56944,655-860%$2.7M$2.7M+$14.5K2026-11-03
Mosley Wealth Management
INCREASED44,54940,682+3,867+10%$2.5M$2.8M+$299.9K2026-10-16
MGO One Seven LLC
DECREASED44,106135,133-91,027-67%$8.1M$2.7M-$5.5M2026-10-28
Bank of New York Mellon Corp
INCREASED43,68629,034+14,652+50%$1.8M$2.7M+$902.6K2026-11-05
Davenport & Co LLC
DECREASED43,29243,817-525-1%$2.6M$2.6M-$12.6K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED42,38631,947+10,439+33%$1.9M$2.6M+$646.4K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED41,97438,004+3,970+10%$2.3M$2.5M+$257.8K2026-10-16
Elevation Capital Advisory, LLC
DECREASED41,28565,702-24,417-37%$4.0M$2.5M-$1.5M2026-10-29
Westside Investment Management, Inc.
INCREASED39,79037,348+2,442+7%$2.3M$2.4M+$164.8K2026-11-02
Sheets Smith Wealth Management
UNCHANGED38,72938,72900%$2.3M$2.4M+$17.0K2026-10-16
Rose Capital Advisors LLC
NEW38,056—+38,056——$2.3M—2026-11-04
Schmidt P J Investment Management Inc
DECREASED37,42439,385-1,961-5%$2.4M$2.3M-$101.8K2026-11-02
Aprio Wealth Management, LLC
INCREASED36,1017,438+28,663+385%$448.4K$2.2M+$1.7M2026-10-28
J.W. Cole Advisors, Inc.
DECREASED35,65737,035-1,378-4%$2.2M$2.2M-$67.4K2026-11-05
Arwa LLC
INCREASED34,12930,863+3,266+11%$1.9M$2.1M+$180.7K2026-10-21
Sowell Financial Services LLC
DECREASED34,09144,704-10,613-24%$2.7M$2.1M-$624.8K2026-10-23
Earned Wealth Advisors, LLC
INCREASED34,02933,851+178+1%$2.0M$2.1M+$25.7K2026-11-06
HUB Investment Partners, LLC
DECREASED33,08136,960-3,879-10%$2.2M$2.0M-$219.3K2026-11-03
Primoris Wealth Advisors, LLC
DECREASED32,04132,503-462-1%$2.0M$1.9M-$13.8K2026-10-28
CLG LLC
INCREASED31,76131,578+183+1%$1.9M$1.9M+$25.0K2026-10-13
Beam Wealth Advisors, Inc.
INCREASED31,31331,085+228+1%$1.9M$1.9M+$27.5K2026-11-03
Ballew Advisors, Inc
DECREASED30,02930,040-110%$1.8M$1.8M-$11.4K2026-10-05
Kingswood Wealth Advisors, LLC
INCREASED29,95224,253+5,699+24%$1.5M$1.8M+$356.8K2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED29,84929,84900%$1.9M$1.8M-$49.8K2026-10-20
Cullen T Bankers, Inc.
INCREASED29,71029,146+564+2%$1.8M$1.8M+$47.1K2026-10-28
Perigon Wealth Management, LLC
INCREASED29,54928,329+1,220+4%$1.7M$1.8M+$86.6K2026-10-22
Paragon Private Wealth Management, LLC
INCREASED29,30526,349+2,956+11%$1.6M$1.8M+$191.1K2026-10-20
Silverlake Wealth Management LLC
DECREASED28,77330,865-2,092-7%$1.9M$1.7M-$113.5K2026-10-21
Barry Investment Advisors, LLC
DECREASED28,51534,429-5,914-17%$2.1M$1.7M-$344.1K2026-10-14
Integrated Advisors Network LLC
INCREASED28,24327,598+645+2%$1.7M$1.7M+$51.3K2026-10-20
Creative Planning
INCREASED28,04020,455+7,585+37%$1.2M$1.7M+$469.6K2026-11-02
XML Financial, LLC
INCREASED27,13224,543+2,589+11%$1.5M$1.6M+$168.0K2026-10-29
CoreCap Advisors, LLC
INCREASED26,14724,298+1,849+8%$1.5M$1.6M+$123.0K2026-10-08
Cornerstone Wealth Management, LLC
INCREASED25,95725,255+702+3%$1.5M$1.6M+$53.7K2026-11-04
Certified Advisory Corp
DECREASED25,25327,832-2,579-9%$1.7M$1.5M-$144.4K2026-10-29
Diversify Advisory Services, LLC
INCREASED25,24622,853+2,393+10%$1.4M$1.6M+$128.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED25,24622,853+2,393+10%$1.4M$1.6M+$128.2K2026-10-20
Cornerstone Planning Group LLC
INCREASED24,91818,773+6,145+33%$1.2M$1.5M+$363.4K2026-10-16
ERn Financial, LLC
DECREASED24,14724,220-730%$1.5M$1.5M+$6.2K2026-10-28
Everest Financial Group LLC
INCREASED23,92322,227+1,696+8%$1.3M$1.5M+$112.8K2026-11-06
Onyx Financial Advisors, LLC
INCREASED23,76621,061+2,705+13%$1.3M$1.4M+$173.5K2026-10-21
Private Wealth Partners, LLC
UNCHANGED22,80022,80000%$1.4M$1.4M+$10.0K2026-10-22
Founders Financial Securities LLC
INCREASED22,52821,801+727+3%$1.3M$1.4M+$53.7K2026-10-28
Harbor Asset Planning, Inc.
INCREASED22,52622,397+129+1%$1.4M$1.4M+$17.7K2026-10-23
Code Waechter LLC
UNCHANGED21,96921,96900%$1.3M$1.3M+$9.7K2026-10-23
Independent Wealth Network Inc.
INCREASED21,84919,440+2,409+12%$1.2M$1.3M+$154.9K2026-10-19
Mascoma Wealth Management LLC
INCREASED21,74321,733+10+0%$1.3M$1.3M+$10.1K2026-10-23
Carolina Wealth Management Inc
INCREASED21,57621,528+48+0%$1.3M$1.3M+$12.4K2026-10-29
Signal Advisors Wealth, LLC
INCREASED21,29814,886+6,412+43%$897.5K$1.3M+$395.9K2026-10-13
LVZ, Inc.
DECREASED21,03421,298-264-1%$1.3M$1.3M-$6.7K2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED20,54218,928+1,614+9%$1.1M$1.2M+$106.3K2026-10-29
Sovran Advisors, LLC
DECREASED20,03925,526-5,487-21%$1.6M$1.3M-$354.4K2026-11-02
High Net Worth Advisory Group LLC
UNCHANGED19,22919,22900%$1.2M$1.2M+$8.5K2026-10-26
Brookstone Capital Management
INCREASED18,88817,283+1,605+9%$1.0M$1.1M+$105.1K2026-10-22
RFG Advisory, LLC
INCREASED18,0053,415+14,590+427%$205.9K$1.1M+$887.5K2026-11-03
WealthCare Investment Partners, LLC
DECREASED17,66317,779-116-1%$1.1M$1.1M+$7432026-11-05
Absolute Capital Management, LLC
DECREASED17,36117,769-408-2%$1.1M$1.1M-$17.0K2026-10-16
Sweeney & Michel, LLC
INCREASED17,03216,934+98+1%$1.1M$1.0M-$52.8K2026-10-16
Simon Quick Advisors, LLC
UNCHANGED17,00017,00000%$1.0M$1.0M+$7.5K2026-10-26
Accelerate Investment Advisors LLC
INCREASED16,98315,145+1,838+12%$913.1K$1.0M+$118.3K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED16,8188,730+8,088+93%$526.3K$1.0M+$495.0K2026-10-21
TritonPoint Partners, LLC
NEW16,331—+16,331——$991.8K—2026-11-05
International Assets Investment Management, LLC
DECREASED16,26433,364-17,100-51%$2.0M$985.1K-$1.0M2026-11-02
Fiduciary Alliance LLC
INCREASED16,21115,505+706+5%$934.8K$984.5K+$49.7K2026-10-13
BXM Wealth LLC
UNCHANGED16,00016,00000%$964.6K$971.7K+$7.0K2026-11-03
IFC & Insurance Marketing, Inc.
DECREASED15,92421,787-5,863-27%$1.3M$967.1K-$346.5K2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED15,77415,929-155-1%$960.4K$958.0K-$2.4K2026-10-26
Prospera Financial Services Inc
INCREASED15,6668,027+7,639+95%$483.9K$973.0K+$489.1K2026-11-04
LongView Wealth Management
DECREASED15,62415,682-580%$945.5K$948.9K+$3.4K2026-10-19
Monetary Solutions, Ltd
INCREASED15,46412,804+2,660+21%$772.0K$939.1K+$167.2K2026-10-22
New England Private Wealth Advisors LLC
INCREASED15,0476,519+8,528+131%$406.8K$913.8K+$507.1K2026-10-19
Blue Water Asset Management
INCREASED14,23314,230+3+0%$857.9K$864.4K+$6.5K2026-11-04
Larson Financial Group LLC
DECREASED14,19417,210-3,016-18%$1.0M$862.0K-$175.6K2026-11-05
Root Financial Partners, LLC
NEW14,127—+14,127——$857.9K—2026-10-21
CPC Advisors, LLC
DECREASED14,01514,593-578-4%$879.8K$851.1K-$28.7K2026-10-21
CDM Financial Counseling Services, Inc.
INCREASED13,91613,610+306+2%$820.6K$845.1K+$24.6K2026-10-15
Plus Group Wealth Advisors LLC
INCREASED13,82512,383+1,442+12%$746.6K$839.6K+$93.0K2026-10-19
Fairvoy Private Wealth, LLC
INCREASED13,79512,889+906+7%$777.1K$837.8K+$60.7K2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED13,7719,297+4,474+48%$560.5K$836.3K+$275.8K2026-10-09
Tandem Capital Management Corp
DECREASED13,48513,535-500%$816.0K$818.9K+$2.9K2026-10-22
Focus Financial Network, Inc.
INCREASED13,36212,174+1,188+10%$734.0K$811.5K+$77.5K2026-10-14
Sound Income Strategies, LLC
DECREASED13,35618,307-4,951-27%$1.1M$821.9K-$281.8K2026-10-09
First Security Investment Management, Inc.
INCREASED12,79112,717+74+1%$766.7K$776.8K+$10.1K2026-11-05
bLong Financial, LLC
INCREASED12,49912,457+42+0%$751.0K$759.1K+$8.1K2026-10-29
Atria Investments, Inc
DECREASED11,70415,145-3,441-23%$913.1K$710.8K-$202.3K2026-10-15
Redwood Financial Network Corp
DECREASED11,66411,890-226-2%$716.8K$708.4K-$8.5K2026-11-03
XY Planning Network, Inc.
INCREASED11,4019,401+2,000+21%$566.8K$692.4K+$125.6K2026-10-14
Live Oak Investment Partners
UNCHANGED11,18411,18400%$674.3K$679.2K+$4.9K2026-10-23
Clearstead Advisors, LLC
INCREASED11,0588,283+2,775+34%$499.4K$671.5K+$172.2K2026-11-06
HB Wealth Management, LLC
DECREASED10,75513,743-2,988-22%$828.6K$653.2K-$175.4K2026-10-23
Community Trust & Investment Co
DECREASED10,48311,894-1,411-12%$717.1K$636.6K-$80.5K2026-10-15
Titleist Asset Management, LLC
NEW10,465—+10,465——$635.6K—2026-10-08
Valley National Advisers Inc
INCREASED10,20410,007+197+2%$603.3K$619.7K+$16.4K2026-10-23
M Holdings Securities, Inc.
NEW10,192—+10,192——$634—2026-11-03
Savant Capital, LLC
INCREASED10,1826,680+3,502+52%$404.2K$618.3K+$214.1K2026-11-06
Brown, Lisle Ings, Inc.
INCREASED10,1559,805+350+4%$591.1K$616.7K+$25.6K2026-10-16
Accurate Wealth Management, LLC
INCREASED9,9859,749+236+2%$605.8K$618.6K+$12.8K2026-10-20
Prevail Innovative Wealth Advisors, LLC
NEW9,749—+9,749——$597.3K—2026-10-20
Vise Technologies, Inc.
NEW9,748—+9,748——$592.0K—2026-10-29
StoneX Group Inc.
DECREASED9,24810,047-799-8%$605.7K$561.7K-$44.1K2026-11-03
Crescent Grove Advisors, LLC
DECREASED9,1009,179-79-1%$553.4K$552.6K-$7592026-10-21
PUREfi Wealth, LLC
INCREASED8,6987,295+1,403+19%$439.8K$528.2K+$88.4K2026-10-19
KWB Wealth
INCREASED8,5043,750+4,754+127%$226.1K$516.4K+$290.3K2026-10-16
Assetmark, Inc
INCREASED8,4187,246+1,172+16%$436.9K$511.2K+$74.3K2026-10-21
Ball & Co Wealth Management Inc.
DECREASED8,3748,679-305-4%$523.0K$508.6K-$14.4K2026-11-05
JGP Wealth Management, LLC
INCREASED8,2958,051+244+3%$485.4K$503.7K+$18.3K2026-10-13
Dahring | Cusmano LLC
DECREASED8,24875,141-66,893-89%$4.5M$500.9K-$4.0M2026-11-03
Optivise Advisory Services LLC
INCREASED8,1657,732+433+6%$466.2K$495.8K+$29.7K2026-10-19
Scott Capital Advisors, LLC
NEW8,079—+8,079——$495.0K—2026-10-13
Mission Wealth Management, LP
INCREASED7,9877,960+27+0%$479.9K$485.0K+$5.1K2026-10-15
Brown Miller Wealth Management, LLC
UNCHANGED7,7867,78600%$469.4K$472.8K+$3.4K2026-11-02
PKS Advisory Services, LLC
UNCHANGED7,7487,74800%$467.1K$467.1K$02026-10-26
Flagstar Securities, Inc
DECREASED7,58375,095-67,512-90%$4.5M$460.5K-$4.1M2026-10-15
Gaddis Premier Wealth Advisors LLC
DECREASED7,54614,063-6,517-46%$847.9K$458.3K-$389.6K2026-10-29
Advisor OS, LLC
DECREASED7,5047,557-53-1%$455.6K$455.7K+$1072026-11-03
180 Wealth Advisors, LLC
DECREASED7,4967,805-309-4%$470.6K$455.2K-$15.3K2026-11-03
Novem Group
INCREASED7,4796,489+990+15%$391.2K$454.2K+$63.0K2026-10-19
SAX Wealth Advisors, LLC
INCREASED7,4614,292+3,169+74%$237.1K$453.1K+$216.0K2026-10-13
Farther Finance Advisors, LLC
DECREASED6,63974,410-67,771-91%$4.5M$403.2K-$4.1M2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED6,5736,57300%$396.3K$399.2K+$2.9K2026-10-14
Centurion Wealth Management LLC
INCREASED6,3765,959+417+7%$359.3K$387.2K+$27.9K2026-10-13
Nations Financial Group Inc,
INCREASED6,3006,275+25+0%$378.3K$382.6K+$4.3K2026-11-05
Retireful, LLC
NEW6,271—+6,271——$380.8K—2026-10-09
Lanark Financial, Inc.
DECREASED6,2646,618-354-5%$399.0K$380.4K-$18.6K2026-10-26
Keybank National Association
UNCHANGED6,0086,00800%$362.2K$364.9K+$2.6K2026-11-04
Archford Capital Strategies, LLC
NEW5,895—+5,895——$358.0K—2026-10-19
Aspect Partners, LLC
UNCHANGED5,8405,84000%$352.1K$354.7K+$2.6K2026-10-20
Clarity Asset Management, Inc.
DECREASED5,8146,116-302-5%$368.8K$353.1K-$15.7K2026-10-14
Golden State Wealth Management, LLC
DECREASED5,8137,133-1,320-19%$430.1K$353.1K-$77.0K2026-11-02
Baker Avenue Asset Management, LP
INCREASED5,7424,929+813+16%$297.2K$348.7K+$51.5K2026-11-06
Fifth Third Wealth Advisors LLC
UNCHANGED5,7405,74000%$346.0K$348.6K+$2.5K2026-10-22
Strengthening Families & Communities, LLC
INCREASED5,6295,628+1+0%$339.3K$341.8K+$2.5K2026-10-21
Integrity Alliance, Llc.
INCREASED5,5205,457+63+1%$329.0K$335.3K+$6.2K2026-10-29
TFB Advisors LLC
INCREASED5,4844,591+893+19%$276.8K$333.0K+$56.3K2026-11-02
Financial Perspectives, Inc
INCREASED5,3785,369+9+0%$323.7K$326.6K+$3.0K2026-11-03
Fiscal Wisdom Wealth Management, LLC
INCREASED5,3534,513+840+19%$272.1K$325.1K+$53.0K2026-10-16
Atlas Brown,Inc.
INCREASED5,3465,337+9+0%$321.8K$324.6K+$2.9K2026-10-09
Moneco Advisors, LLC
DECREASED5,3266,300-974-15%$379.8K$323.4K-$56.4K2026-11-05
Southland Equity Partners LLC
DECREASED5,1805,584-404-7%$336.7K$314.6K-$22.1K2026-10-14
Latitude Advisors, LLC
NEW5,173—+5,173——$314.2K—2026-10-27
Garton & Associates Financial Advisors LLC
NEW5,082—+5,082——$308.6K—2026-10-30
Southern Capital Advisors, LLC
UNCHANGED5,0005,00000%$301.5K$303.7K+$2.2K2026-10-26
Herold Advisors, Inc.
DECREASED4,9145,057-143-3%$306.0K$298.4K-$7.6K2026-10-19
Vicus Capital
INCREASED4,8104,083+727+18%$246.2K$292.1K+$45.9K2026-11-05
Ellis Investment Partners, LLC
INCREASED4,7334,707+26+1%$283.8K$287.5K+$3.7K2026-10-21
RMR Wealth Builders
DECREASED4,68726,414-21,727-82%$1.6M$284.6K-$1.3M2026-10-22
Compass Ion Advisors, LLC
UNCHANGED4,6734,67300%$281.7K$283.8K+$2.1K2026-10-23
SageOak Financial, LLC
DECREASED4,6395,567-928-17%$335.6K$281.7K-$53.9K2026-10-19
Wetzel Investment Advisors, Inc.
DECREASED4,5884,829-241-5%$291.1K$278.6K-$12.5K2026-10-13
Atlas Private Wealth Advisors
INCREASED4,5834,103+480+12%$247.4K$278.3K+$31.0K2026-10-23
LifeSteps Financial, Inc.
INCREASED4,5724,127+445+11%$248.8K$277.7K+$28.9K2026-10-15
Financial Management Network Inc
NEW4,514—+4,514——$275.0K—2026-10-09
Zega Investments, LLC
UNCHANGED4,4074,40700%$265.7K$267.6K+$1.9K2026-11-04
Choreo, LLC
DECREASED4,2974,405-108-2%$265.6K$261.0K-$4.6K2026-10-28
Graham Capital Wealth Management, LLC
INCREASED4,2953,664+631+17%$220.9K$260.9K+$39.9K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED4,2462,700+1,546+57%$162.8K$257.9K+$95.1K2026-10-30
Next Level Wealth Planning, LLC
INCREASED4,2174,210+7+0%$253.8K$256.1K+$2.2K2026-10-29
Obsidian CIO, LLC
INCREASED4,2144,211+3+0%$253.9K$255.9K+$2.0K2026-11-05
Breakwater Capital Group
UNCHANGED4,1884,18800%$252.5K$254.3K+$1.8K2026-10-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED4,1464,123+23+1%$248.6K$251.8K+$3.3K2026-10-29
Split Rock Private Trading & Wealth Management, LLC
DECREASED4,0844,085-10%$246.3K$248.1K+$1.8K2026-10-15
Meridian Wealth Management, LLC
INCREASED4,0534,030+23+1%$243.0K$246.2K+$3.2K2026-11-05
Financial Partners Group, Inc
DECREASED4,0454,235-190-4%$255.3K$245.7K-$9.7K2026-10-19
NWF Advisory Services Inc.
NEW3,988—+3,988——$242.2K—2026-10-19
Northwest Financial Advisors
NEW3,905—+3,905——$237.2K—2026-10-27
MKD Wealth Coaches, LLC
DECREASED3,8294,619-790-17%$278.5K$232.5K-$45.9K2026-10-09
Facet Wealth, Inc.
DECREASED3,7734,880-1,107-23%$294.2K$229.1K-$65.1K2026-11-04
Nfsg Corp
INCREASED3,7693,749+20+1%$226.0K$228.9K+$2.8K2026-10-15
Destiny Capital Corp
UNCHANGED3,6313,63100%$218.9K$220.5K+$1.6K2026-11-03
Arthur M. Cohen & Associates, LLC
INCREASED3,5933,465+128+4%$208.9K$218.2K+$9.3K2026-10-26
United Advisor Group, LLC
NEW3,451—+3,451——$209.6K—2026-11-03
Tranquility Partners, LLC
DECREASED3,4466,590-3,144-48%$397.3K$209.3K-$188.1K2026-10-20
Harbor Group, Inc.
UNCHANGED3,4303,43000%$206.8K$208.3K+$1.5K2026-10-14
Allegheny Financial Group
NEW3,415—+3,415——$207.4K—2026-11-05
BIP Wealth, LLC
NEW3,363—+3,363——$204.2K—2026-10-22
Ascent Group, LLC
INCREASED3,3443,340+4+0%$201.4K$203.1K+$1.7K2026-10-30
Valley Wealth Managers, Inc.
UNCHANGED3,2543,25400%$196.2K$197.6K+$1.4K2026-10-09
Hoese & Co LLP
UNCHANGED3,0003,00000%$180.9K$182.2K+$1.3K2026-10-21
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,9792,97900%$179.6K$180.9K+$1.3K2026-10-20
Yankcom Partnership
NEW2,466—+2,466——$149.8K—2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,41810,956-8,538-78%$660.5K$146.8K-$513.7K2026-10-14
Armstrong Advisory Group, Inc
INCREASED2,3772,373+4+0%$143.1K$144.4K+$1.3K2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED2,1582,148+10+0%$129.5K$131.1K+$1.5K2026-10-26
Fifth Third Bancorp
DECREASED2,0242,684-660-25%$161.8K$122.9K-$38.9K2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED2,0002,00000%$120.6K$121.5K+$8802026-11-02
Godsey & Gibb, Inc
UNCHANGED1,4751,47500%$88.9K$89.6K+$6492026-10-14
Hilton Head Capital Partners, LLC
INCREASED1,3531,341+12+1%$80.8K$82.1K+$1.3K2026-10-23
US Bancorp \de\
INCREASED1,2681,155+113+10%$69.6K$77.0K+$7.4K2026-11-05
Citigroup Inc
INCREASED1,190800+390+49%$48.2K$72.3K+$24.0K2026-11-04
Roxbury Financial LLC
UNCHANGED1,1731,17300%$70.7K$71.2K+$5162026-10-01
Cape Investment Advisory, Inc.
INCREASED1,166932+234+25%$56.2K$70.8K+$14.6K2026-10-13
Kingdom Financial Group Llc.
INCREASED1,150368+782+213%$22.2K$69.9K+$47.7K2026-11-04
Abound Wealth Management
INCREASED1,067927+140+15%$55.9K$64.8K+$8.9K2026-10-26
Nova Financial LLC
NEW750—+750——$45.5K—2026-11-04
Horrell Capital Management, Inc.
UNCHANGED75075000%$45.2K$45.5K+$3302026-10-08
Buck Wealth Strategies, LLC
DECREASED695847-152-18%$51.1K$42.2K-$8.9K2026-10-28
Oakworth Capital, Inc.
UNCHANGED69169100%$41.9K$42.0K+$862026-10-26
Rydar Equities, Inc.
NEW668—+668——$40.9K—2026-10-13
1620 Investment Advisors, Inc.
DECREASED562672-110-16%$44.8K$34.1K-$10.7K2026-11-04
MB, Levis & Associates, LLC
INCREASED560557+3+1%$33.6K$34.0K+$4412026-10-16
Concord Wealth Partners
INCREASED551549+2+0%$33.1K$33.5K+$3742026-11-02
PNC Financial Services Group, Inc.
INCREASED53793+444+477%$5.6K$32.6K+$27.0K2026-11-06
Jnba Financial Advisors
INCREASED483480+3+1%$29.0K$29.3K+$3802026-11-03
Evermay Wealth Management LLC
UNCHANGED44244200%$26.6K$26.8K+$1942026-11-05
Chilton Capital Management LLC
UNCHANGED40940900%$24.7K$24.8K+$1802026-10-28
Archer Investment Corp
UNCHANGED32732700%$19.7K$19.9K+$1442026-11-05
Hickory Point Bank & Trust
NEW300—+300——$18.2K—2026-10-01
Blue Trust, Inc.
INCREASED2840+284—$22$17.2K+$17.2K2026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED23623600%$14.2K$14.3K+$1042026-10-23
CX Institutional
INCREASED194192+2+1%$12$12$02026-10-02
TD Waterhouse Canada Inc.
NEW176—+176——$10.7K—2026-10-16
Key FInancial Inc
UNCHANGED13513500%$8.1K$8.2K+$602026-11-02
Lloyd Advisory Services, Llc.
INCREASED122121+1+1%$7.3K$7.4K+$962026-11-02
Ascentis Independent Advisors
INCREASED10370+33+47%$4.2K$6.3K+$2.0K2026-11-03
Triumph Capital Management
UNCHANGED10010000%$6.0K$6.1K+$442026-10-14
Ulland Investment Advisors, LLC
UNCHANGED10010000%$6$6$02026-10-13
Spire Wealth Management
INCREASED8252+30+58%$3.1K$5.0K+$1.8K2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED777700%$4.6K$4.7K+$342026-10-06
Physician Wealth Advisors, Inc.
UNCHANGED767600%$4.6K$4.6K+$332026-10-20
Jacobi Capital Management LLC
NEW75—+75——$4.6K—2026-11-05
Simplex Trading, LLC
NEW65—+65——$3.9K—2026-11-04
Trust Co
UNCHANGED303000%$1.8K$1.8K+$132026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED111100%$667$672+$52026-11-04
GHP Investment Advisors, Inc.
UNCHANGED2200%$121$122+$12026-10-15
Oasis Advisors, LLC
CLOSED014,629-14,629-100%$882.0K$0-$882.0K2026-10-16
Stevens Capital Partners
CLOSED011,648-11,648-100%$702.2K$0-$702.2K2026-10-29
Midwest Financial Network, LLC
CLOSED010,393-10,393-100%$626.8K$0-$626.8K2026-10-13
KMG Fiduciary Partners, LLC
CLOSED08,514-8,514-100%$513.3K$0-$513.3K2026-10-14
RCS Financial Planning, LLC
CLOSED08,180-8,180-100%$493.2K$0-$493.2K2026-10-14
Stirlingshire Investments, Inc.
CLOSED07,270-7,270-100%$438.3K$0-$438.3K2026-11-05
Mather Group, Llc.
CLOSED05,483-5,483-100%$330.6K$0-$330.6K2026-10-14
Grimes & Co Wealth Management, LLC
CLOSED05,420-5,420-100%$326.8K$0-$326.8K2026-10-29
Rhodes Investment Advisors Inc
CLOSED03,905-3,905-100%$235.4K$0-$235.4K2026-10-07
Wesbanco Bank Inc
CLOSED03,744-3,744-100%$225.7K$0-$225.7K2026-11-04
Seven Mile Advisory
CLOSED03,500-3,500-100%$211.0K$0-$211.0K2026-10-22
NorthAvenue LLC
CLOSED0251-251-100%$15.2K$0-$15.2K2026-10-29
Financial Consulate, Inc
CLOSED075-75-100%$4.5K$0-$4.5K2026-10-23
Central Trust Co
CLOSED065-65-100%$3.9K$0-$3.9K2026-11-05
Private Trust Co NA
CLOSED044-44-100%$2.7K$0-$2.7K2026-10-20
Farmers & Merchants Investments Inc
CLOSED040-40-100%$2.4K$0-$2.4K2026-10-22
Costello Asset Management, Inc
CLOSED010-10-100%$617$0-$6172026-10-30
Valued Wealth Advisors LLC
CLOSED08-8-100%$483$0-$4832026-11-05
LPL Financial LLC
N/A—7,499,779-7,499,779-100%$452.2M———
Morgan Stanley
N/A—2,713,339-2,713,339-100%$163.6M———
Envestnet Asset Management Inc
N/A—2,581,834-2,581,834-100%$155.7M———
Bank of America Corp
N/A—2,541,625-2,541,625-100%$153.2M———
Raymond James Financial Inc
N/A—2,331,510-2,331,510-100%$140.6M———
JPMorgan Chase & Co
N/A—2,175,133-2,175,133-100%$131.2M———
Cetera Investment Advisers
N/A—2,117,713-2,117,713-100%$127.7M———
Osaic Holdings, Inc.
N/A—1,984,267-1,984,267-100%$119.7M———
Dynasty Wealth Management, LLC
N/A—1,888,109-1,888,109-100%$113.8M———
Wells Fargo & Company
N/A—1,855,417-1,855,417-100%$111.9M———
Northwestern Mutual Wealth Management Co
N/A—914,634-914,634-100%$55.1M———
Arkadios Wealth Advisors
N/A—816,312-816,312-100%$49.2M———
MML Investors Services, LLC
N/A—753,964-753,964-100%$45.5M———
Royal Bank of Canada
N/A—639,618-639,618-100%$38.6M———
Allworth Financial LP
N/A—586,977-586,977-100%$35.4M———
Mariner, LLC
N/A—566,766-566,766-100%$34.2M———
Private Advisor Group, LLC
N/A—537,233-537,233-100%$32.4M———
AssuredPartners Investment Advisors, LLC
N/A—403,891-403,891-100%$24.4M———
Equitable Holdings, Inc.
N/A—306,832-306,832-100%$18.5M———
Stratos Investment Management, LLC
N/A—303,753-303,753-100%$18.3M———
Calton & Associates, Inc.
N/A—294,506-294,506-100%$17.8M———
World Investment Advisors
N/A—281,528-281,528-100%$15.6M———
Regimen Wealth, LLC
N/A—278,629-278,629-100%$16.8M———
Integrated Wealth Concepts LLC
N/A—252,064-252,064-100%$15.2M———
GTS Securities LLC
N/A—235,485-235,485-100%$14.2M———
FMR LLC
N/A—233,218-233,218-100%$14.1M———
Advisory Services Network, LLC
N/A—221,603-221,603-100%$13.4M———
Per Stirling Capital Management, Llc.
N/A—219,942-219,942-100%$13.3M———
Performance Wealth Partners, LLC
N/A—219,333-219,333-100%$13.2M———
Citadel Advisors LLC
N/A—213,763-213,763-100%$12.9M———
SHP Wealth Management
N/A—210,776-210,776-100%$12.7M———
Lakeridge Wealth Management LLC
N/A—206,657-206,657-100%$12.5M———
Susquehanna International Group, LLP
N/A—195,411-195,411-100%$11.8M———
Ameriprise Financial Inc
N/A—192,316-192,316-100%$11.6M———
PCG Wealth Advisors, LLC
N/A—182,800-182,800-100%$11.0M———
Janney Montgomery Scott LLC
N/A—181,144-181,144-100%$10.9M———
Thoroughbred Financial Services, LLC
N/A—174,611-174,611-100%$10.5M———
&partners
N/A—173,197-173,197-100%$9.9M———
Stifel Financial Corp
N/A—163,059-163,059-100%$9.8M———
Captrust Financial Advisors
N/A—159,980-159,980-100%$9.6M———
Sanctuary Advisors, LLC
N/A—155,252-155,252-100%$9.4M———
Stephens Inc
N/A—150,033-150,033-100%$9.0M———
Flow Traders U.S. LLC
N/A—147,801-147,801-100%$8.9M———
Baird Financial Group, Inc.
N/A—147,766-147,766-100%$8.9M———
Rockefeller Capital Management L.P.
N/A—147,741-147,741-100%$8.9M———
Kovack Advisors, Inc.
N/A—147,703-147,703-100%$9.0M———
New Insight Wealth Advisors
N/A—147,453-147,453-100%$8.9M———
Global Retirement Partners, LLC
N/A—134,781-134,781-100%$8.1M———
Investment Advisory Services Group LLC
N/A—134,161-134,161-100%$8.1M———
Neuberger Berman Group LLC
N/A—130,630-130,630-100%$7.9M———
Principal Securities, Inc.
N/A—119,320-119,320-100%$7.2M———
Wayfinding Financial, LLC
N/A—113,541-113,541-100%$6.8M———
HighTower Advisors, LLC
N/A—101,554-101,554-100%$6.1M———
Arax Advisory Partners
N/A—99,465-99,465-100%$6.0M———
Jane Street Group, LLC
N/A—91,176-91,176-100%$5.5M———
Harbour Investments, Inc.
N/A—90,320-90,320-100%$5.4M———
NewEdge Advisors, LLC
N/A—89,973-89,973-100%$5.4M———
Valued Retirements, Inc.
N/A—89,794-89,794-100%$5.4M———
WCG Wealth Advisors LLC
N/A—88,714-88,714-100%$5.3M———
Great Valley Advisor Group, Inc.
N/A—83,933-83,933-100%$5.1M———
Essex Financial Services, Inc.
N/A—81,352-81,352-100%$4.9M———
Storen Legacy Partners, LLC
N/A—73,536-73,536-100%$4.4M———
BFC Planning, Inc.
N/A—71,738-71,738-100%$4.3M———
Benjamin Edwards Inc
N/A—69,102-69,102-100%$4.2M———
Landing Point Financial Group, LLC
N/A—68,311-68,311-100%$4.1M———
Axis Wealth Partners, LLC
N/A—67,048-67,048-100%$4.0M———
Slagle Financial, LLC
N/A—66,478-66,478-100%$4.0M———
Medallion Wealth Advisors, LLC
N/A—64,262-64,262-100%$3.9M———
Envestnet Portfolio Solutions, Inc.
N/A—62,913-62,913-100%$3.8M———
Silver OAK Securities, Incorporated
N/A—61,459-61,459-100%$3.7M———
MAI Capital Management
N/A—61,351-61,351-100%$3.7M———
D. E. Shaw & Co., Inc.
N/A—59,062-59,062-100%$3.6M———
LaSalle St. Investment Advisors, LLC
N/A—58,696-58,696-100%$3.5M———
Pacific Financial Group Inc
N/A—58,217-58,217-100%$3.5M———
Ameritas Advisory Services, LLC
N/A—57,998-57,998-100%$3.5M———
Advyzon Investment Management, LLC
N/A—53,871-53,871-100%$3.2M———
Savvy Advisors, Inc.
N/A—53,348-53,348-100%$3.2M———
Level Four Advisory Services, LLC
N/A—47,282-47,282-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—47,197-47,197-100%$2.8M———
Dana Investment Advisors, Inc.
N/A—46,255-46,255-100%$2.8M———
Waverly Advisors, LLC
N/A—45,455-45,455-100%$2.7M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—45,269-45,269-100%$2.7M———
IHT Wealth Management, LLC
N/A—42,545-42,545-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—42,171-42,171-100%$2.5M———
Mercer Global Advisors Inc
N/A—41,533-41,533-100%$2.5M———
Godshalk Welsh Capital Management, Inc.
N/A—41,104-41,104-100%$2.5M———
Pinnacle Financial Partners, Inc.
N/A—41,061-41,061-100%$2.5M———
Hilltop Holdings Inc.
N/A—39,483-39,483-100%$2.4M———
Kingsview Wealth Management, LLC
N/A—39,198-39,198-100%$2.4M———
EP Wealth Advisors, LLC
N/A—38,355-38,355-100%$2.3M———
PFG Investments, LLC
N/A—36,838-36,838-100%$2.2M———
AE Wealth Management LLC
N/A—36,317-36,317-100%$2.2M———
Core Wealth Advisors, Inc.
N/A—35,190-35,190-100%$2.1M———
Capital Analysts, LLC
N/A—34,765-34,765-100%$2.1M———
Element Wealth, LLC
N/A—29,676-29,676-100%$1.8M———
Valmark Advisers, Inc.
N/A—29,004-29,004-100%$1.7M———
Prospect Financial Services LLC
N/A—27,225-27,225-100%$1.6M———
OneAscent Financial Services LLC
N/A—27,123-27,123-100%$1.6M———
Focus Partners Wealth
N/A—25,995-25,995-100%$1.6M———
Clare Market Investments LLC
N/A—24,800-24,800-100%$1.5M———
Mayflower Financial Advisors, LLC
N/A—23,470-23,470-100%$1.4M———
Florida Financial Advisors, LLC
N/A—23,205-23,205-100%$1.4M———
Octavia Wealth Advisors, LLC
N/A—22,721-22,721-100%$1.4M———
Renaissance Technologies LLC
N/A—22,600-22,600-100%$1.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—22,483-22,483-100%$1.4M———
Madison Wealth Partners, Inc
N/A—22,024-22,024-100%$1.3M———
Qube Research & Technologies Ltd
N/A—22,007-22,007-100%$1.3M———
Melfa Wealth Management, Inc.
N/A—20,701-20,701-100%$1.2M———
Hilton Capital Management, LLC
N/A—20,095-20,095-100%$1.2M———
Flputnam Investment Management Co
N/A—19,891-19,891-100%$1.2M———
North Star Asset Management Inc
N/A—19,337-19,337-100%$1.2M———
Leigh Baldwin & Co., LLC
N/A—18,122-18,122-100%$1.1M———
Regal Investment Advisors LLC
N/A—17,899-17,899-100%$1.1M———
Nova Wealth Management, Inc.
N/A—17,742-17,742-100%$1.1M———
Forefront Wealth Partners, LLC
N/A—17,617-17,617-100%$1.1M———
Elite Financial, Inc.
N/A—17,550-17,550-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—14,596-14,596-100%$880.0K———
Gallagher Fiduciary Advisors, LLC
N/A—14,469-14,469-100%$872.4K———
Xcelsior Advisor Partners LLC
N/A—14,274-14,274-100%$860.6K———
Glassman Wealth Services
N/A—13,850-13,850-100%$835.0K———
Sequoia Financial Advisors, LLC
N/A—13,573-13,573-100%$818.3K———
Brown Advisory Inc
N/A—13,456-13,456-100%$811.3K———
IFG Advisory, LLC
N/A—12,971-12,971-100%$782.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,516-12,516-100%$754.6K———
Strategic Financial Concepts, LLC
N/A—12,494-12,494-100%$753.3K———
Nicolet Bankshares Inc
N/A—12,286-12,286-100%$756.1K———
Spartan Wealth Advisory Services LLC
N/A—11,475-11,475-100%$691.8K———
Wealth Management Associates, Inc.
N/A—11,472-11,472-100%$691.6K———
Mark Sheptoff Financial Planning, LLC
N/A—11,418-11,418-100%$688.4K———
Ancora Advisors LLCA
N/A—10,727-10,727-100%$646.7K———
Advisors Preferred, LLC
N/A—10,451-10,451-100%$640.4K———
Beacon Pointe Advisors, LLC
N/A—10,366-10,366-100%$625.0K———
Liberty Wealth Management LLC
N/A—10,008-10,008-100%$552.9K———
Widmann Financial Services, Inc.
N/A—9,832-9,832-100%$592.8K———
Vision Retirement, LLC
N/A—9,683-9,683-100%$583.8K———
Centaurus Financial, Inc.
N/A—9,662-9,662-100%$583.0K———
Investment Advisory Group, LLC
N/A—9,156-9,156-100%$552.0K———
IMA Advisory Services, Inc.
N/A—9,031-9,031-100%$544.5K———
Catalyst Financial Partners LLC
N/A—8,962-8,962-100%$540.3K———
Jaffetilchin Investment Partners, LLC
N/A—8,838-8,838-100%$532.9K———
Ausdal Financial Partners, Inc.
N/A—8,776-8,776-100%$529.1K———
Rollins Financial Advisors, LLC
N/A—8,596-8,596-100%$518.3K———
Advisory Alpha, LLC
N/A—8,229-8,229-100%$496.2K———
Smith, Moore & Co.
N/A—8,188-8,188-100%$493.6K———
Moors & Cabot, Inc.
N/A—8,172-8,172-100%$492.7K———
Goldman Sachs Group Inc
N/A—8,142-8,142-100%$490.9K———
Keel Point, LLC
N/A—8,023-8,023-100%$483.7K———
United Bank
N/A—7,669-7,669-100%$462.4K———
Smithfield Trust Co
N/A—7,600-7,600-100%$460.0K———
Rehmann Capital Advisory Group
N/A—7,192-7,192-100%$433.6K———
FSA Advisors, Inc.
N/A—7,012-7,012-100%$422.8K———
Fiduciary Financial Advisors
N/A—6,921-6,921-100%$417.3K———
Summit Financial, LLC
N/A—6,574-6,574-100%$396.4K———
Aptus Capital Advisors, LLC
N/A—6,128-6,128-100%$369.5K———
XTX Topco Ltd
N/A—6,117-6,117-100%$368.8K———
Wealthspire Advisors, LLC
N/A—5,960-5,960-100%$359.3K———
Planning Directions Inc
N/A—5,857-5,857-100%$353.1K———
Shared Vision Wealth Group LLC
N/A—5,752-5,752-100%$346.8K———
Two Sigma Securities, LLC
N/A—5,704-5,704-100%$343.9K———
Shelton Capital Management
N/A—5,561-5,561-100%$335.3K———
Quotient Wealth Partners, LLC
N/A—5,381-5,381-100%$324.4K———
Commerce Bank
N/A—5,340-5,340-100%$321.9K———
Focus Partners Advisor Solutions, LLC
N/A—5,225-5,225-100%$315.0K———
Tidemark, LLC
N/A—5,125-5,125-100%$309.0K———
Foundations Investment Advisors, LLC
N/A—4,909-4,909-100%$296.0K———
Nvest Financial, LLC
N/A—4,865-4,865-100%$293.3K———
Greykasell Wealth Strategies, Inc.
N/A—4,835-4,835-100%$291.5K———
MWA Asset Management
N/A—4,793-4,793-100%$289.0K———
Greenwich Wealth Management LLC
N/A—4,694-4,694-100%$283.0K———
Coastal Bridge Advisors, LLC
N/A—4,638-4,638-100%$279.6K———
O'shaughnessy Asset Management, LLC
N/A—4,608-4,608-100%$277.8K———
First Foundation Advisors
N/A—4,500-4,500-100%$271.3K———
MJP Associates Inc
N/A—4,407-4,407-100%$265.7K———
Forge Financial Services LLC
N/A—4,403-4,403-100%$265.5K———
Ameriflex Group, Inc.
N/A—4,376-4,376-100%$263.8K———
Curi Capital, LLC
N/A—4,347-4,347-100%$262.1K———
Financial Concepts Unlimited, Inc.
N/A—4,328-4,328-100%$260.9K———
Mutual Advisors, LLC
N/A—4,315-4,315-100%$260.1K———
OneDigital Investment Advisors LLC
N/A—4,217-4,217-100%$254.3K———
Westbourne Investments, Inc.
N/A—4,209-4,209-100%$253.8K———
Betterment LLC
N/A—4,044-4,044-100%$244.0K———
Anchor Investment Management, LLC
N/A—3,984-3,984-100%$240.2K———
First Trust Advisors LP
N/A—3,951-3,951-100%$238.2K———
Snowden Capital Advisors LLC
N/A—3,933-3,933-100%$237.1K———
Delta Investment Management, LLC
N/A—3,885-3,885-100%$234.2K———
Aldebaran Financial Inc.
N/A—3,762-3,762-100%$226.8K———
Gateway Wealth Partners, LLC
N/A—3,739-3,739-100%$225.4K———
Rasp Wealth Solutions, LLC
N/A—3,682-3,682-100%$222.0K———
Proactive Wealth Strategies LLC
N/A—3,644-3,644-100%$219.7K———
BlackRock, Inc.
N/A—3,490-3,490-100%$210.4K———
Wealthspan Partners, LLC
N/A—3,488-3,488-100%$210.3K———
CreativeOne Wealth, LLC
N/A—3,466-3,466-100%$208.9K———
Keating Financial Advisory Services, Inc.
N/A—3,430-3,430-100%$206.8K———
Western Wealth Management, LLC
N/A—3,354-3,354-100%$202.2K———
Bank of Montreal
N/A—3,250-3,250-100%$195.9K———
Darwin Wealth Management, LLC
N/A—2,546-2,546-100%$153.6K———
Jones Financial Companies Lllp
N/A—2,368-2,368-100%$142.4K———
Glenmede Trust Co NA
N/A—2,366-2,366-100%$142.6K———
Bogart Wealth, LLC
N/A—2,093-2,093-100%$126.2K———
Glen Eagle Advisors, LLC
N/A—2,086-2,086-100%$125.8K———
Rowlandmiller & Partners.adv
N/A—1,800-1,800-100%$108.5K———
Godfrey Financial Associates, Inc.
N/A—1,250-1,250-100%$75.4K———
Bessemer Group Inc
N/A—1,020-1,020-100%$62.0K———
Atlantic Union Bankshares Corp
N/A—900-900-100%$54.3K———
MidFirst Bank
N/A—793-793-100%$47.8K———
Meramec Financial Planners, LLC
N/A—774-774-100%$48.5K———
Dunhill Financial, LLC
N/A—740-740-100%$44.6K———
Institute for Wealth Management, Llc.
N/A—563-563-100%$33.9K———
Ameritas Investment Partners, Inc.
N/A—524-524-100%$31.6K———
Federation des caisses Desjardins du Quebec
N/A—447-447-100%$26.9K———
Avalon Trust Co
N/A—400-400-100%$24.1K———
PlanVest Financial, Inc
N/A—360-360-100%$21.7K———
Atomic Invest LLC
N/A—332-332-100%$20.1K———
Providence Capital Advisors, LLC
N/A—297-297-100%$17.9K———
Front Row Advisors LLC
N/A—282-282-100%$17.9K———
Vanguard Advisers Inc
N/A—213-213-100%$12.8K———
Beaird Harris Wealth Management, LLC
N/A—184-184-100%$11.1K———
TD Capital Management LLC
N/A—180-180-100%$10.8K———
UBS Group AG
N/A—145-145-100%$8.7K———
National Bank of Canada
N/A—97-97-100%$5.9K———
Hantz Financial Services, Inc.
N/A—87-87-100%$5———
Coston, McIsaac & Partners
N/A—81-81-100%$4———
Russell Investments Group, Ltd.
N/A—71-71-100%$4.3K———
UBS Asset Management Americas LLC
N/A—67-67-100%$4.0K———
Westend Capital Management, LLC
N/A—67-67-100%$4.0K———
LRI Investments, LLC
N/A—49-49-100%$3.0K———
Cordant, Inc.
N/A—27-27-100%$1.6K———
Mcguire Capital Advisors Inc
N/A—15-15-100%$904———
Caldwell Sutter Capital, Inc.
N/A—12-12-100%$723———
Showing 544 of 544 institutions