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Fidelity Total Bond ETF (FBND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares14,355,318 from 13,045,220
Change+1,310,098 (+10%)
Value$621.6M (+$28.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares7,914,713 from 5,113,836
Change+2,800,877 (+55%)
Value$342.7M (+$110.1M)
Filed 2026-11-02
Country Trust Bank
INCREASED
Shares7,309,570 from 6,857,648
Change+451,922 (+7%)
Value$316.5M (+$4.5M)
Filed 2026-10-30
SAX Wealth Advisors, LLC
INCREASED
Shares6,727,943 from 4,491,470
Change+2,236,473 (+50%)
Value$291.3M (+$86.4M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares4,720,946 from 3,994,283
Change+726,663 (+18%)
Value$204.4M (+$22.7M)
Filed 2026-11-02
Legacy Wealth Management, LLC
DECREASED
Shares4,559,893 from 5,495,432
Change-935,539 (-17%)
Value$197.4M (-$52.5M)
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares4,168,041 from 4,066,886
Change+101,155 (+2%)
Value$180.5M (-$4.5M)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares4,097,784 from 4,110,125
Change-12,341 (0%)
Value$177.4M (-$9.5M)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares3,317,717 from 3,153,325
Change+164,392 (+5%)
Value$143.7M (+$212.4K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares3,229,834 from 3,049,078
Change+180,756 (+6%)
Value$139.9M (+$1.1M)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares3,137,656 from 3,036,872
Change+100,784 (+3%)
Value$135.9M (-$2.3M)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,025,737 from 2,968,727
Change+57,010 (+2%)
Value$131.0M (-$4.0M)
Filed 2026-10-13
Summit Financial Strategies, Inc.
INCREASED
Shares2,546,072 from 2,384,200
Change+161,872 (+7%)
Value$110.2M (+$1.8M)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,523,780 from 2,446,971
Change+76,809 (+3%)
Value$109.3M (-$2.0M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares2,139,542 from 1,435,649
Change+703,893 (+49%)
Value$92.6M (+$27.3M)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares2,047,605 from 1,985,582
Change+62,023 (+3%)
Value$83.5M (-$1.9M)
Filed 2026-10-08
Ullmann Wealth Partners Group, LLC
INCREASED
Shares1,856,413 from 1,482,823
Change+373,590 (+25%)
Value$80.4M (+$12.9M)
Filed 2026-11-02
Falcon Wealth Planning
INCREASED
Shares1,688,213 from 1,634,738
Change+53,475 (+3%)
Value$73.1M (-$1.3M)
Filed 2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,630,290 from 1,388,561
Change+241,729 (+17%)
Value$70.6M (+$7.4M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,622,406 from 1,812,152
Change-189,746 (-10%)
Value$70.3M (-$12.2M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares1,544,121 from 279,667
Change+1,264,454 (+452%)
Value$70.2M (+$57.5M)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares1,513,363 from 1,565,006
Change-51,643 (-3%)
Value$65.5M (-$5.7M)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares1,476,011 from 1,421,650
Change+54,361 (+4%)
Value$63.9M (-$759.6K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares1,395,124 from 1,163,561
Change+231,563 (+20%)
Value$60.4M (+$7.5M)
Filed 2026-11-03
Sunburst Financial Group, LLC
INCREASED
Shares1,293,160 from 1,190,025
Change+103,135 (+9%)
Value$56.0M (+$1.9M)
Filed 2026-10-09
Harbor Group, Inc.
INCREASED
Shares1,159,007 from 1,116,081
Change+42,926 (+4%)
Value$50.2M (-$585.5K)
Filed 2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,154,583 from 1,114,382
Change+40,201 (+4%)
Value$50.0M (-$699.8K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares1,131,098 from 1,095,153
Change+35,945 (+3%)
Value$49.0M (-$842.0K)
Filed 2026-10-13
Olio Financial Planning
INCREASED
Shares1,127,218 from 1,084,423
Change+42,795 (+4%)
Value$48.8M (-$521.8K)
Filed 2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares1,054,139 from 971,403
Change+82,736 (+9%)
Value$45.6M (+$1.5M)
Filed 2026-11-03
Crane Advisory, LLC
DECREASED
Shares1,026,155 from 1,026,233
Change-78 (0%)
Value$44.4M (-$2.1M)
Filed 2026-10-13
WestHill Financial Advisors, Inc.
INCREASED
Shares1,015,500 from 914,982
Change+100,518 (+11%)
Value$44.0M (+$2.3M)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares987,891 from 894,979
Change+92,912 (+10%)
Value$42.8M (+$2.1M)
Filed 2026-10-22
Shakespeare Wealth Management, LLC
INCREASED
Shares978,216 from 941,225
Change+36,991 (+4%)
Value$42.4M (-$459.6K)
Filed 2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares969,603 from 943,913
Change+25,690 (+3%)
Value$42.0M (-$954.8K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares953,256 from 912,200
Change+41,056 (+5%)
Value$41.3M (-$220.0K)
Filed 2026-11-05
Correct Capital Wealth Management
INCREASED
Shares945,262 from 879,135
Change+66,127 (+8%)
Value$40.9M (+$938.0K)
Filed 2026-11-02
Coyle Financial Counsel LLC
INCREASED
Shares939,278 from 827,671
Change+111,607 (+13%)
Value$40.7M (+$3.0M)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED
Shares934,473 from 903,819
Change+30,654 (+3%)
Value$40.5M (-$652.1K)
Filed 2026-10-13
Power Wealth Management LLC
INCREASED
Shares919,608 from 865,549
Change+54,059 (+6%)
Value$39.8M (+$445.2K)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares918,319 from 742,317
Change+176,002 (+24%)
Value$39.8M (+$6.0M)
Filed 2026-11-05
Weatherly Asset Management L. P.
DECREASED
Shares907,833 from 927,020
Change-19,187 (-2%)
Value$39.4M (-$2.9M)
Filed 2026-10-20
Aspiriant, LLC
INCREASED
Shares866,720 from 833,949
Change+32,771 (+4%)
Value$37.5M (-$407.5K)
Filed 2026-10-16
Able Financial Group, LLC
INCREASED
Shares862,676 from 791,676
Change+71,000 (+9%)
Value$37.4M (+$1.3M)
Filed 2026-10-14
KFG Wealth Management, LLC
INCREASED
Shares860,706 from 813,982
Change+46,724 (+6%)
Value$37.3M (+$240.5K)
Filed 2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED
Shares850,483 from 782,427
Change+68,056 (+9%)
Value$36.8M (+$1.2M)
Filed 2026-11-03
Compass Ion Advisors, LLC
INCREASED
Shares841,373 from 812,609
Change+28,764 (+4%)
Value$36.4M (-$534.1K)
Filed 2026-10-23
Mascoma Wealth Management LLC
INCREASED
Shares831,803 from 801,959
Change+29,844 (+4%)
Value$36.0M (-$464.0K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares813,059 from 656,664
Change+156,395 (+24%)
Value$35.2M (+$5.3M)
Filed 2026-11-06
Scott Capital Advisors, LLC
INCREASED
Shares804,410 from 722,949
Change+81,461 (+11%)
Value$34.8M (+$2.0M)
Filed 2026-10-13
Vicus Capital
INCREASED
Shares784,391 from 769,512
Change+14,879 (+2%)
Value$34.0M (-$1.0M)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares778,543 from 733,356
Change+45,187 (+6%)
Value$33.7M (+$350.5K)
Filed 2026-10-28
Stone House Investment Management, LLC
DECREASED
Shares778,448 from 780,129
Change-1,681 (0%)
Value$33.7M (-$1.8M)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED
Shares737,489 from 662,811
Change+74,678 (+11%)
Value$31.9M (+$1.8M)
Filed 2026-10-16
Souders Financial Advisors
INCREASED
Shares725,057 from 713,409
Change+11,648 (+2%)
Value$31.4M (-$1.1M)
Filed 2026-11-03
Creative Planning
DECREASED
Shares706,986 from 738,717
Change-31,731 (-4%)
Value$30.6M (-$3.0M)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares696,387 from 603,317
Change+93,070 (+15%)
Value$30.2M (+$2.7M)
Filed 2026-10-16
Valley National Advisers Inc
INCREASED
Shares688,428 from 680,582
Change+7,846 (+1%)
Value$29.8M (-$1.2M)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares687,489 from 664,235
Change+23,254 (+4%)
Value$29.8M (-$448.1K)
Filed 2026-10-08
Koshinski Asset Management, Inc.
INCREASED
Shares680,939 from 636,549
Change+44,390 (+7%)
Value$29.5M (+$528.0K)
Filed 2026-10-29
WBH Advisory Inc
DECREASED
Shares680,477 from 729,218
Change-48,741 (-7%)
Value$29.5M (-$3.7M)
Filed 2026-11-05
Wealth Management Resources, Inc.
INCREASED
Shares678,272 from 656,681
Change+21,591 (+3%)
Value$29.4M (-$503.3K)
Filed 2026-10-21
BG Investment Services, LLC
INCREASED
Shares672,231 from 527,196
Change+145,035 (+28%)
Value$29.1M (+$5.1M)
Filed 2026-10-23
Wealth Alliance Advisory Group, LLC
DECREASED
Shares671,936 from 674,141
Change-2,205 (0%)
Value$29.1M (-$1.6M)
Filed 2026-10-14
Linscomb Wealth, Inc.
INCREASED
Shares648,991 from 537,070
Change+111,921 (+21%)
Value$28.1M (+$3.7M)
Filed 2026-11-05
Sard Wealth Management Group, LLC
INCREASED
Shares640,420 from 612,680
Change+27,740 (+5%)
Value$27.7M (-$140.6K)
Filed 2026-10-16
Targeted Financial Services LLC
DECREASED
Shares611,150 from 615,521
Change-4,371 (-1%)
Value$26.5M (-$1.5M)
Filed 2026-10-19
Andrews Advisory Associates, LLC
INCREASED
Shares593,175 from 556,482
Change+36,693 (+7%)
Value$25.7M (+$370.1K)
Filed 2026-10-15
SilverOak Wealth Management LLC
INCREASED
Shares593,143 from 217,999
Change+375,144 (+172%)
Value$25.7M (+$15.8M)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares581,358 from 563,259
Change+18,099 (+3%)
Value$25.2M (-$449.8K)
Filed 2026-10-22
Rise Advisors, LLC
INCREASED
Shares576,937 from 573,804
Change+3,133 (+1%)
Value$25.0M (-$1.1M)
Filed 2026-10-16
Hunter Associates Investment Management LLC
DECREASED
Shares569,828 from 663,881
Change-94,053 (-14%)
Value$24.7M (-$5.6M)
Filed 2026-10-26
DeDora Capital, Inc.
DECREASED
Shares569,345 from 577,902
Change-8,557 (-1%)
Value$24.7M (-$1.6M)
Filed 2026-10-26
EnRich Financial Partners LLC
INCREASED
Shares559,534 from 551,216
Change+8,318 (+2%)
Value$24.2M (-$847.0K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares557,120 from 544,210
Change+12,910 (+2%)
Value$24.1M (-$632.8K)
Filed 2026-10-30
Capital Wealth Management, LLC
DECREASED
Shares554,146 from 663,628
Change-109,482 (-16%)
Value$24.0M (-$6.2M)
Filed 2026-10-27
Lebenthal Global Advisors, LLC
INCREASED
Shares525,237 from 305,396
Change+219,841 (+72%)
Value$22.7M (+$8.9M)
Filed 2026-10-28
Pittenger & Anderson Inc
INCREASED
Shares515,928 from 449,653
Change+66,275 (+15%)
Value$22.3M (+$1.9M)
Filed 2026-11-02
KFA Private Wealth Group, LLC
INCREASED
Shares510,987 from 476,256
Change+34,731 (+7%)
Value$22.1M (+$460.9K)
Filed 2026-10-07
Watchman Group, Inc.
INCREASED
Shares481,578 from 460,856
Change+20,722 (+5%)
Value$20.9M (-$112.0K)
Filed 2026-10-16
Financial & Tax Architects, LLC
DECREASED
Shares479,844 from 528,955
Change-49,111 (-9%)
Value$20.8M (-$3.3M)
Filed 2026-10-15
PCA Investment Advisory Services Inc.
INCREASED
Shares475,887 from 435,954
Change+39,933 (+9%)
Value$20.6M (+$751.2K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares472,319 from 399,944
Change+72,375 (+18%)
Value$20.5M (+$2.4M)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares469,545 from 455,014
Change+14,531 (+3%)
Value$20.3M (-$367.3K)
Filed 2026-11-06
Occidental Asset Management, LLC
INCREASED
Shares467,978 from 430,900
Change+37,078 (+9%)
Value$20.3M (+$661.8K)
Filed 2026-11-05
CPA Asset Management Group, LLC
DECREASED
Shares464,415 from 508,821
Change-44,406 (-9%)
Value$20.1M (-$3.0M)
Filed 2026-10-26
tru Independence LLC
INCREASED
Shares455,303 from 435,727
Change+19,576 (+4%)
Value$19.7M (-$106.6K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares455,262 from 434,951
Change+20,311 (+5%)
Value$19.7M (-$73.1K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares449,590 from 454,066
Change-4,476 (-1%)
Value$19.5M (-$1.2M)
Filed 2026-11-03
Gainline Financial Partners, LLC
INCREASED
Shares445,423 from 383,552
Change+61,871 (+16%)
Value$19.3M (+$1.8M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares440,074 from 420,968
Change+19,106 (+5%)
Value$19.1M (-$94.6K)
Filed 2026-10-20
Buttonwood Financial Advisors Inc.
INCREASED
Shares430,577 from 426,451
Change+4,126 (+1%)
Value$18.6M (-$755.3K)
Filed 2026-10-13
TrueWealth Advisors, LLC
DECREASED
Shares428,100 from 616,590
Change-188,490 (-31%)
Value$18.5M (-$9.5M)
Filed 2026-10-09
Baker Boyer National Bank
INCREASED
Shares424,900 from 421,979
Change+2,921 (+1%)
Value$18.4M (-$797.7K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares421,228 from 395,870
Change+25,358 (+6%)
Value$18.2M (+$231.0K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares418,085 from 297,221
Change+120,864 (+41%)
Value$18.1M (+$4.6M)
Filed 2026-10-30
Pearl Planning LLC
INCREASED
Shares416,375 from 385,581
Change+30,794 (+8%)
Value$18.0M (+$489.0K)
Filed 2026-10-13
Waterway Wealth Management, LLC
DECREASED
Shares406,651 from 462,712
Change-56,061 (-12%)
Value$16.9M (-$3.4M)
Filed 2026-10-28
Selby Wealth Management, LLC
INCREASED
Shares398,111 from 396,355
Change+1,756 (+0%)
Value$17.2M (-$792.0K)
Filed 2026-10-16
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares395,583 from 376,993
Change+18,590 (+5%)
Value$17.1M (-$20.7K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares395,080 from 354,540
Change+40,540 (+11%)
Value$17.1M (+$978.9K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares385,777 from 297,650
Change+88,127 (+30%)
Value$17.0M (+$3.7M)
Filed 2026-11-05
Courier Capital LLC
INCREASED
Shares366,772 from 344,513
Change+22,259 (+6%)
Value$15.9M (+$209.3K)
Filed 2026-10-19
EdgeRock Capital LLC
INCREASED
Shares365,866 from 361,305
Change+4,561 (+1%)
Value$15.8M (-$593.8K)
Filed 2026-11-03
ETF Portfolio Partners, Inc.
DECREASED
Shares362,653 from 399,567
Change-36,914 (-9%)
Value$15.7M (-$2.5M)
Filed 2026-10-22
Forbes Financial Planning, Inc.
DECREASED
Shares358,580 from 358,978
Change-398 (0%)
Value$15.5M (-$803.4K)
Filed 2026-10-23
15 Wealth Advisors LLC
NEW
Shares358,442
Change+358,442
Value$15.5M
Filed 2026-10-14
Baker Ellis Asset Management LLC
DECREASED
Shares355,361 from 368,299
Change-12,938 (-4%)
Value$15.4M (-$1.4M)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
INCREASED
Shares351,930 from 339,398
Change+12,532 (+4%)
Value$15.2M (-$132.8K)
Filed 2026-11-02
Salus Financial Advisors, LLC
INCREASED
Shares351,186 from 343,812
Change+7,374 (+2%)
Value$15.2M (-$433.6K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares347,182 from 151,966
Change+195,216 (+128%)
Value$15.0M (+$8.1M)
Filed 2026-10-29
Genesis Private Wealth, LLC
INCREASED
Shares345,605 from 328,860
Change+16,745 (+5%)
Value$15.0M (+$4.9K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares342,052 from 241,080
Change+100,972 (+42%)
Value$14.8M (+$3.8M)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares341,964 from 273,252
Change+68,712 (+25%)
Value$14.8M (+$2.4M)
Filed 2026-10-08
Cyr Financial Inc.
INCREASED
Shares335,580 from 308,567
Change+27,013 (+9%)
Value$14.5M (+$493.9K)
Filed 2026-10-16
TrustWell Financial Advisors, LLC
INCREASED
Shares330,371 from 299,869
Change+30,502 (+10%)
Value$14.3M (+$664.0K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares325,961 from 357,130
Change-31,169 (-9%)
Value$14.1M (-$2.1M)
Filed 2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares324,065 from 324,065
Change0 (0%)
Value$14.7M ($0)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares323,842 from 323,842
Change0 (0%)
Value$14.7M ($0)
Filed 2026-10-13
Mountain Hill Investment Partners Corp.
DECREASED
Shares320,948 from 322,348
Change-1,400 (0%)
Value$13.9M (-$766.6K)
Filed 2026-10-23
LongView Wealth Management
INCREASED
Shares319,331 from 309,647
Change+9,684 (+3%)
Value$13.8M (-$258.8K)
Filed 2026-10-19
Steph & Co
INCREASED
Shares316,767 from 248,913
Change+67,854 (+27%)
Value$13.7M (+$2.4M)
Filed 2026-10-07
Destiny Capital Corp
INCREASED
Shares298,680 from 293,356
Change+5,324 (+2%)
Value$12.9M (-$411.9K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares292,926 from 299,451
Change-6,525 (-2%)
Value$12.7M (-$938.3K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares291,881 from 264,410
Change+27,471 (+10%)
Value$12.6M (+$610.4K)
Filed 2026-10-15
Members Wealth LLC
INCREASED
Shares291,572 from 289,217
Change+2,355 (+1%)
Value$12.6M (-$525.6K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares285,400 from 199,888
Change+85,512 (+43%)
Value$12.4M (+$3.3M)
Filed 2026-11-05
Barry Investment Advisors, LLC
INCREASED
Shares283,831 from 175,149
Change+108,682 (+62%)
Value$12.3M (+$4.3M)
Filed 2026-10-14
Holos Integrated Wealth LLC
INCREASED
Shares279,327 from 254,878
Change+24,449 (+10%)
Value$12.2M (+$657.6K)
Filed 2026-10-23
Lincoln Capital Corp
INCREASED
Shares277,296 from 139,518
Change+137,778 (+99%)
Value$12.0M (+$5.7M)
Filed 2026-10-13
Summit Wealth Group LLC / Co
INCREASED
Shares269,482 from 23,979
Change+245,503 (+1024%)
Value$11.7M (+$10.6M)
Filed 2026-10-29
Milestone Investment Advisors LLC
DECREASED
Shares267,505 from 290,314
Change-22,809 (-8%)
Value$11.6M (-$1.6M)
Filed 2026-11-05
Hicks Capital Management LLC
UNCHANGED
Shares265,775 from 265,775
Change0 (0%)
Value$12.1M ($0)
Filed 2026-10-20
CMG Global Holdings, LLC
DECREASED
Shares264,662 from 347,605
Change-82,943 (-24%)
Value$11.5M (-$4.4M)
Filed 2026-10-14
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares263,383 from 252,970
Change+10,413 (+4%)
Value$11.4M (-$103.1K)
Filed 2026-10-08
Meriwether Wealth & Planning, LLC
DECREASED
Shares262,746 from 402,883
Change-140,137 (-35%)
Value$11.4M (-$7.0M)
Filed 2026-10-13
Provident Living Financial Services, Inc.
INCREASED
Shares261,790 from 258,653
Change+3,137 (+1%)
Value$11.6M (-$205.5K)
Filed 2026-11-03
Clarity Wealth Advisors, LLC
INCREASED
Shares260,883 from 255,355
Change+5,528 (+2%)
Value$11.3M (-$319.9K)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
INCREASED
Shares260,669 from 200,540
Change+60,129 (+30%)
Value$11.3M (+$2.2M)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
INCREASED
Shares258,435 from 249,460
Change+8,975 (+4%)
Value$11.2M (-$157.0K)
Filed 2026-10-21
Triangle Securities Wealth Management
INCREASED
Shares247,442 from 113,168
Change+134,274 (+119%)
Value$10.7M (+$5.6M)
Filed 2026-10-14
CMH Wealth Management LLC
INCREASED
Shares245,083 from 209,527
Change+35,556 (+17%)
Value$10.7M (+$1.1M)
Filed 2026-10-22
OmniStar Financial Group, Inc.
INCREASED
Shares242,726 from 211,537
Change+31,189 (+15%)
Value$10.5M (+$887.2K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares242,025 from 254,449
Change-12,424 (-5%)
Value$10.5M (-$1.1M)
Filed 2026-10-16
Essex LLC
INCREASED
Shares238,204 from 24,147
Change+214,057 (+886%)
Value$10.3M (+$9.2M)
Filed 2026-10-14
Diversify Wealth Management, LLC
DECREASED
Shares235,506 from 252,758
Change-17,252 (-7%)
Value$10.3M (-$1.1M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares235,506 from 252,758
Change-17,252 (-7%)
Value$10.3M (-$1.1M)
Filed 2026-10-20
Flavin Financial Services, Inc.
INCREASED
Shares225,694 from 176,177
Change+49,517 (+28%)
Value$9.8M (+$1.8M)
Filed 2026-10-21
Schuylkill Financial LLC
INCREASED
Shares225,540 from 215,562
Change+9,978 (+5%)
Value$9.8M (-$40.0K)
Filed 2026-10-21
Schmidt P J Investment Management Inc
INCREASED
Shares213,334 from 211,396
Change+1,938 (+1%)
Value$9.2M (-$379.0K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares211,305 from 186,351
Change+24,954 (+13%)
Value$9.1M (+$638.8K)
Filed 2026-10-13
Clarity Retirement & Wealth, LLC
INCREASED
Shares208,684 from 198,767
Change+9,917 (+5%)
Value$9.0M (-$5.9K)
Filed 2026-11-04
Insight Wealth Partners, LLC
INCREASED
Shares208,317 from 195,769
Change+12,548 (+6%)
Value$9.0M (+$114.6K)
Filed 2026-10-26
Wingate Wealth Advisors, Inc.
INCREASED
Shares206,651 from 182,375
Change+24,276 (+13%)
Value$8.9M (+$651.8K)
Filed 2026-10-26
Mayfair Advisory Group, LLC
DECREASED
Shares206,387 from 207,623
Change-1,236 (-1%)
Value$8.9M (-$400.3K)
Filed 2026-10-20
Essential Planning, Llc.
INCREASED
Shares204,785 from 164,190
Change+40,595 (+25%)
Value$8.9M (+$1.4M)
Filed 2026-10-21
Abundance Wealth Counselors
NEW
Shares204,646
Change+204,646
Value$8.9M
Filed 2026-10-26
Weaver Consulting Group
INCREASED
Shares198,196 from 15,388
Change+182,808 (+1188%)
Value$8.6M (+$7.9M)
Filed 2026-10-07
Landmark Wealth Management, LLC
INCREASED
Shares191,647 from 183,181
Change+8,466 (+5%)
Value$8.3M (-$34.6K)
Filed 2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares189,781 from 179,805
Change+9,976 (+6%)
Value$8.2M (+$38.2K)
Filed 2026-10-16
BOS Asset Management, LLC
INCREASED
Shares188,642 from 170,278
Change+18,364 (+11%)
Value$8.2M (+$422.3K)
Filed 2026-10-09
Keystone Wealth Services, LLC
INCREASED
Shares182,934 from 182,832
Change+102 (+0%)
Value$7.9M (-$386.9K)
Filed 2026-11-03
Strata Wealth Advisors, LLC
INCREASED
Shares179,980 from 166,308
Change+13,672 (+8%)
Value$7.8M (+$227.8K)
Filed 2026-10-16
Unique Wealth, LLC
INCREASED
Shares179,783 from 167,117
Change+12,666 (+8%)
Value$7.8M (+$182.4K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares179,632 from 176,386
Change+3,246 (+2%)
Value$7.8M (-$245.7K)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares178,054 from 156,527
Change+21,527 (+14%)
Value$7.7M (+$589.3K)
Filed 2026-10-08
Parcion Private Wealth LLC
INCREASED
Shares177,812 from 169,200
Change+8,612 (+5%)
Value$7.7M (+$2.4K)
Filed 2026-10-28
Financial Management Network Inc
INCREASED
Shares176,232 from 174,975
Change+1,257 (+1%)
Value$7.6M (-$297.3K)
Filed 2026-10-09
Mccarter Private Wealth Services LLC
INCREASED
Shares174,058 from 172,299
Change+1,759 (+1%)
Value$7.5M (-$301.2K)
Filed 2026-10-22
Armor Investment Advisors, LLC
INCREASED
Shares172,397 from 130,155
Change+42,242 (+32%)
Value$7.5M (+$1.5M)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares171,894 from 175,486
Change-3,592 (-2%)
Value$7.4M (-$540.7K)
Filed 2026-10-23
Cooper Financial Group
INCREASED
Shares169,041 from 166,592
Change+2,449 (+1%)
Value$7.3M (-$258.8K)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares167,984 from 149,703
Change+18,281 (+12%)
Value$7.3M (+$463.7K)
Filed 2026-11-03
Keenan, LLC
INCREASED
Shares166,673 from 152,558
Change+14,115 (+9%)
Value$7.2M (+$277.1K)
Filed 2026-10-23
Sentinel Advisory Group, LLC
INCREASED
Shares166,169 from 163,644
Change+2,525 (+2%)
Value$7.2M (-$249.1K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares164,754 from 94,429
Change+70,325 (+74%)
Value$7.1M (+$2.8M)
Filed 2026-10-23
Level Four Advisory Services, LLC
DECREASED
Shares163,172 from 165,602
Change-2,430 (-1%)
Value$7.1M (-$467.9K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares161,019 from 231,630
Change-70,611 (-30%)
Value$7.0M (-$3.5M)
Filed 2026-10-16
Merkkuri Wealth Advisors LLC
INCREASED
Shares156,605 from 148,873
Change+7,732 (+5%)
Value$6.8M (+$8.8K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
DECREASED
Shares154,195 from 159,091
Change-4,896 (-3%)
Value$6.7M (-$560.4K)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares151,952 from 144,580
Change+7,372 (+5%)
Value$6.6M (+$2.6K)
Filed 2026-10-27
InTrack Investment Management Inc
INCREASED
Shares151,578 from 128,435
Change+23,143 (+18%)
Value$6.6M (+$720.8K)
Filed 2026-10-15
Jeter Robert S II
INCREASED
Shares151,490 from 141,085
Change+10,405 (+7%)
Value$6.6M (+$208.7K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
INCREASED
Shares149,548 from 143,715
Change+5,833 (+4%)
Value$6.5M (-$62.2K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
INCREASED
Shares145,662 from 75,169
Change+70,493 (+94%)
Value$6.3M (+$2.9M)
Filed 2026-10-09
TFB Advisors LLC
INCREASED
Shares145,195 from 144,855
Change+340 (+0%)
Value$6.3M (-$302.5K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
INCREASED
Shares143,333 from 141,341
Change+1,992 (+1%)
Value$6.2M (-$223.3K)
Filed 2026-11-02
MCF Advisors LLC
DECREASED
Shares142,171 from 142,980
Change-809 (-1%)
Value$6.2M (-$348.7K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares141,571 from 118,913
Change+22,658 (+19%)
Value$6.1M (+$720.7K)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
DECREASED
Shares136,610 from 202,552
Change-65,942 (-33%)
Value$5.9M (-$3.3M)
Filed 2026-10-09
RCS Financial Planning, LLC
DECREASED
Shares135,145 from 371,465
Change-236,320 (-64%)
Value$5.9M (-$11.1M)
Filed 2026-10-14
Align Financial, LLC
INCREASED
Shares134,736 from 72,671
Change+62,065 (+85%)
Value$5.8M (+$2.5M)
Filed 2026-10-16
Clearwave Capital, LLC
DECREASED
Shares133,058 from 143,771
Change-10,713 (-7%)
Value$5.8M (-$778.7K)
Filed 2026-10-27
Opal Wealth Advisors, LLC
INCREASED
Shares130,941 from 115,109
Change+15,832 (+14%)
Value$5.7M (+$433.4K)
Filed 2026-10-16
Silverlake Wealth Management LLC
INCREASED
Shares130,337 from 125,143
Change+5,194 (+4%)
Value$5.6M (-$49.1K)
Filed 2026-10-21
RDA Financial Network
INCREASED
Shares129,794 from 128,789
Change+1,005 (+1%)
Value$5.6M (-$238.5K)
Filed 2026-10-15
Baker Avenue Asset Management, LP
DECREASED
Shares128,936 from 132,062
Change-3,126 (-2%)
Value$5.6M (-$424.6K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares127,188
Change+127,188
Value$5.6K
Filed 2026-11-03
Primoris Wealth Advisors, LLC
INCREASED
Shares126,802 from 126,399
Change+403 (+0%)
Value$5.5M (-$252.9K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares126,790 from 161,461
Change-34,671 (-21%)
Value$5.5M (-$1.9M)
Filed 2026-11-05
Chesley Taft & Associates LLC
INCREASED
Shares124,815 from 120,215
Change+4,600 (+4%)
Value$5.4M (-$64.1K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares123,371 from 130,029
Change-6,658 (-5%)
Value$5.3M (-$573.0K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares122,635 from 120,520
Change+2,115 (+2%)
Value$5.3M (-$172.4K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
DECREASED
Shares119,101 from 130,495
Change-11,394 (-9%)
Value$5.2M (-$779.1K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares115,653 from 105,113
Change+10,540 (+10%)
Value$5.0M (+$226.2K)
Filed 2026-10-26
Maple Capital Management, Inc.
DECREASED
Shares112,980 from 114,614
Change-1,634 (-1%)
Value$4.9M (-$321.8K)
Filed 2026-11-02
Rede Wealth, LLC
INCREASED
Shares110,151 from 90,754
Change+19,397 (+21%)
Value$4.8M (+$641.1K)
Filed 2026-10-22
Ipsen Advisor Group LLC
INCREASED
Shares110,109 from 108,249
Change+1,860 (+2%)
Value$4.8M (-$156.5K)
Filed 2026-10-29
Allen Capital Group, LLC
INCREASED
Shares109,109 from 108,405
Change+704 (+1%)
Value$4.7M (-$206.9K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
DECREASED
Shares107,168 from 194,598
Change-87,430 (-45%)
Value$4.6M (-$4.2M)
Filed 2026-10-21
First United Bank & Trust
DECREASED
Shares106,800 from 111,969
Change-5,169 (-5%)
Value$4.6M (-$469.0K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares106,462 from 147,684
Change-41,222 (-28%)
Value$4.6M (-$2.1M)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares106,321 from 106,321
Change0 (0%)
Value$4.8M ($0)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED
Shares105,597 from 108,547
Change-2,950 (-3%)
Value$4.6M (-$365.5K)
Filed 2026-10-16
Family Capital Management, Inc.
INCREASED
Shares104,305 from 99,317
Change+4,988 (+5%)
Value$4.5M (-$1.5K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
INCREASED
Shares104,190 from 93,406
Change+10,784 (+12%)
Value$4.5M (+$262.4K)
Filed 2026-10-29
Fell Capital Management
INCREASED
Shares103,942 from 85,956
Change+17,986 (+21%)
Value$4.5M (+$590.6K)
Filed 2026-10-09
Eagle Rock Investment Company, LLC
INCREASED
Shares101,947 from 96,151
Change+5,796 (+6%)
Value$4.4M (+$40.4K)
Filed 2026-10-21
Clear Investment Research, LLC
INCREASED
Shares100,616 from 98,897
Change+1,719 (+2%)
Value$4.4M (-$142.1K)
Filed 2026-11-06
Centurion Wealth Management LLC
INCREASED
Shares99,888 from 33,686
Change+66,202 (+197%)
Value$4.3M (+$2.8M)
Filed 2026-10-13
Hoxton Planning & Management, LLC
INCREASED
Shares99,786 from 27,606
Change+72,180 (+261%)
Value$4.3M (+$3.1M)
Filed 2026-10-15
Cornerstone Wealth, LLC
DECREASED
Shares97,597 from 101,535
Change-3,938 (-4%)
Value$4.3M (-$298.4K)
Filed 2026-10-28
KG Capital Management
INCREASED
Shares94,948 from 91,717
Change+3,231 (+4%)
Value$4.1M (-$61.0K)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares87,525 from 126,465
Change-38,940 (-31%)
Value$3.8M (-$2.0M)
Filed 2026-10-20
Paragon Advisors, LLC
INCREASED
Shares86,953 from 70,169
Change+16,784 (+24%)
Value$3.8M (+$573.1K)
Filed 2026-11-03
Bryant Woods Investment Advisors, LLC
DECREASED
Shares85,975 from 86,343
Change-368 (0%)
Value$3.7M (-$204.7K)
Filed 2026-10-26
Bucket List Wealth Management, LLC
INCREASED
Shares85,473 from 85,379
Change+94 (+0%)
Value$3.7M (-$182.9K)
Filed 2026-10-22
Leelyn Smith, LLC
DECREASED
Shares84,766 from 702,891
Change-618,125 (-88%)
Value$3.7M (-$28.3M)
Filed 2026-11-03
Riverbend Wealth Management, LLC
INCREASED
Shares83,868 from 48,852
Change+35,016 (+72%)
Value$3.6M (+$1.4M)
Filed 2026-10-15
Mission Financial Group, LLC
INCREASED
Shares83,808 from 57,468
Change+26,340 (+46%)
Value$3.6M (+$1.0M)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares83,545 from 63,388
Change+20,157 (+32%)
Value$3.6M (+$733.9K)
Filed 2026-10-23
Red Mountain Financial, LLC
INCREASED
Shares82,969 from 82,282
Change+687 (+1%)
Value$3.6M (-$150.4K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares82,402
Change+82,402
Value$3.6M
Filed 2026-11-03
21 West Wealth Management LLC
INCREASED
Shares82,293 from 78,463
Change+3,830 (+5%)
Value$3.6M (-$6.0K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares82,213 from 194,201
Change-111,988 (-58%)
Value$3.6M (-$5.3M)
Filed 2026-11-04
Fiduciary Alliance LLC
INCREASED
Shares81,217 from 80,388
Change+829 (+1%)
Value$3.5M (-$140.2K)
Filed 2026-10-13
Clearview Wealth Management LLC
DECREASED
Shares80,642 from 123,015
Change-42,373 (-34%)
Value$3.5M (-$2.1M)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares78,580 from 111,623
Change-33,043 (-30%)
Value$3.4M (-$1.7M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares77,334 from 33,432
Change+43,902 (+131%)
Value$3.3M (+$1.8M)
Filed 2026-11-06
Walker Financial Services, Inc.
DECREASED
Shares75,337 from 92,048
Change-16,711 (-18%)
Value$3.3M (-$925.2K)
Filed 2026-10-26
Crosspoint Financial, LLC
INCREASED
Shares75,066 from 19,930
Change+55,136 (+277%)
Value$3.3M (+$2.3M)
Filed 2026-11-03
Soltis Investment Advisors LLC
DECREASED
Shares73,622 from 73,651
Change-29 (0%)
Value$3.2M (-$162.5K)
Filed 2026-10-28
Norris Perne & French LLP
INCREASED
Shares73,480 from 70,059
Change+3,421 (+5%)
Value$3.2M (-$5.3K)
Filed 2026-10-23
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares72,006 from 30,159
Change+41,847 (+139%)
Value$3.1M (+$1.7M)
Filed 2026-10-20
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares71,561 from 129,816
Change-58,255 (-45%)
Value$3.1M (-$2.8M)
Filed 2026-10-15
Cullen T Bankers, Inc.
INCREASED
Shares70,511 from 27,232
Change+43,279 (+159%)
Value$3.1M (+$1.8M)
Filed 2026-10-28
Professional Financial Advisors, LLC
INCREASED
Shares69,892 from 60,375
Change+9,517 (+16%)
Value$3.0M (+$279.9K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
INCREASED
Shares68,753 from 68,710
Change+43 (+0%)
Value$3.0M (-$90.9K)
Filed 2026-10-30
Woodside Wealth Management LLC
INCREASED
Shares68,578 from 51,464
Change+17,114 (+33%)
Value$3.0M (+$628.3K)
Filed 2026-10-16
Kearns & Associates LLC
INCREASED
Shares68,035 from 35,785
Change+32,250 (+90%)
Value$2.9M (+$1.3M)
Filed 2026-10-09
Midwest Financial Network, LLC
INCREASED
Shares65,937 from 23,425
Change+42,512 (+181%)
Value$2.9M (+$1.8M)
Filed 2026-10-13
Legacy Solutions, LLC
INCREASED
Shares64,924 from 59,565
Change+5,359 (+9%)
Value$2.8M (+$101.6K)
Filed 2026-10-07
Verity Asset Management, Inc.
INCREASED
Shares64,260 from 64,036
Change+224 (+0%)
Value$2.8M (-$130.6K)
Filed 2026-10-30
Schwallier Wealth Management LLC
DECREASED
Shares63,769 from 71,217
Change-7,448 (-10%)
Value$2.8M (-$478.5K)
Filed 2026-11-05
Harmony Asset Management LLC
DECREASED
Shares62,977 from 74,753
Change-11,776 (-16%)
Value$2.7M (-$673.6K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares61,855 from 64,935
Change-3,080 (-5%)
Value$2.7M (-$275.6K)
Filed 2026-10-08
Sage Private Wealth Group, LLC
NEW
Shares60,374
Change+60,374
Value$2.6M
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares59,792 from 39,905
Change+19,887 (+50%)
Value$2.6M (+$773.7K)
Filed 2026-10-26
Worth Asset Management, LLC
INCREASED
Shares58,178 from 36,576
Change+21,602 (+59%)
Value$2.5M (+$855.3K)
Filed 2026-10-07
Gerber, LLC
INCREASED
Shares58,085 from 42,651
Change+15,434 (+36%)
Value$2.5M (+$574.9K)
Filed 2026-10-21
Bright Financial Advisors, Inc.
INCREASED
Shares56,987 from 34,921
Change+22,066 (+63%)
Value$2.5M (+$879.0K)
Filed 2026-10-23
Rinkey Investments
INCREASED
Shares56,783 from 46,065
Change+10,718 (+23%)
Value$2.5M (+$363.2K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares55,761 from 43,011
Change+12,750 (+30%)
Value$2.4M (+$457.9K)
Filed 2026-11-03
Sugar Maple Asset Management, LLC
UNCHANGED
Shares55,170 from 55,170
Change0 (0%)
Value$2.4M (-$120.8K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares55,151 from 57,249
Change-2,098 (-4%)
Value$2.4M (-$216.2K)
Filed 2026-10-30
Transcendent Capital Group LLC
INCREASED
Shares54,846 from 53,729
Change+1,117 (+2%)
Value$2.4M (-$69.3K)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares54,795 from 56,184
Change-1,389 (-2%)
Value$2.4M (-$170.1K)
Filed 2026-10-15
Eley Financial Management, Inc
INCREASED
Shares54,009 from 50,783
Change+3,226 (+6%)
Value$2.3M (+$28.5K)
Filed 2026-11-03
Powell Investment Advisors, LLC
DECREASED
Shares53,937 from 54,171
Change-234 (0%)
Value$2.3M (-$129.0K)
Filed 2026-10-22
Kuhn & Co Investment Counsel
INCREASED
Shares53,607 from 50,924
Change+2,683 (+5%)
Value$2.3M (+$4.7K)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
INCREASED
Shares53,522 from 49,478
Change+4,044 (+8%)
Value$2.3M (+$66.7K)
Filed 2026-10-23
Uptick Partners, LLC
DECREASED
Shares53,180 from 87,568
Change-34,388 (-39%)
Value$2.3M (-$1.7M)
Filed 2026-11-04
XY Planning Network, Inc.
DECREASED
Shares52,754 from 72,939
Change-20,185 (-28%)
Value$2.3M (-$1.0M)
Filed 2026-10-14
Foronjy Financial LLC
DECREASED
Shares52,523 from 59,415
Change-6,892 (-12%)
Value$2.3M (-$428.5K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
INCREASED
Shares52,060 from 42,797
Change+9,263 (+22%)
Value$2.3M (+$307.3K)
Filed 2026-10-29
Wise Wealth Partners
DECREASED
Shares52,039 from 63,596
Change-11,557 (-18%)
Value$2.3M (-$639.7K)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares51,506 from 100,599
Change-49,093 (-49%)
Value$2.2M (-$2.3M)
Filed 2026-10-21
Warwick Investment Management, Inc.
DECREASED
Shares50,083 from 57,326
Change-7,243 (-13%)
Value$2.2M (-$439.2K)
Filed 2026-10-19
Interchange Capital Partners, LLC
INCREASED
Shares48,894 from 48,060
Change+834 (+2%)
Value$2.1M (-$69.1K)
Filed 2026-10-28
Mascagni Wealth Management, Inc.
DECREASED
Shares48,841 from 58,779
Change-9,938 (-17%)
Value$2.1M (-$559.0K)
Filed 2026-10-23
CRA Financial Services, LLC
DECREASED
Shares48,478 from 51,319
Change-2,841 (-6%)
Value$2.1M (-$235.4K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED
Shares48,377 from 48,761
Change-384 (-1%)
Value$2.1M (-$123.4K)
Filed 2026-10-08
Bangor Savings Bank
UNCHANGED
Shares48,039 from 48,039
Change0 (0%)
Value$2.1M (-$105.2K)
Filed 2026-10-06
Defined Wealth Management, LLC
INCREASED
Shares47,520 from 47,319
Change+201 (+0%)
Value$2.1M (-$94.9K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares46,722 from 46,289
Change+433 (+1%)
Value$2.0M (-$81.7K)
Filed 2026-11-03
Plan A Wealth LLC
INCREASED
Shares44,641 from 25,391
Change+19,250 (+76%)
Value$1.9M (+$777.9K)
Filed 2026-10-08
MFG Investments, LLC
NEW
Shares42,805
Change+42,805
Value$1.9M
Filed 2026-10-30
First Bank & Trust
INCREASED
Shares42,404 from 42,396
Change+8 (+0%)
Value$1.8M (-$92.5K)
Filed 2026-10-19
Lido Advisors, LLC
DECREASED
Shares41,605 from 44,020
Change-2,415 (-5%)
Value$1.8M (-$208.4K)
Filed 2026-11-04
Fullerton Advisors, LLC
DECREASED
Shares41,111 from 44,170
Change-3,059 (-7%)
Value$1.8M (-$229.2K)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares40,377 from 20,641
Change+19,736 (+96%)
Value$1.7M (+$809.4K)
Filed 2026-10-21
Iron Financial LLC
DECREASED
Shares39,154 from 39,223
Change-69 (0%)
Value$1.7M (-$88.9K)
Filed 2026-10-23
Ballast Financial Advisors LLC
INCREASED
Shares39,120 from 35,392
Change+3,728 (+11%)
Value$1.7M (+$83.9K)
Filed 2026-10-26
Magnus Financial Group LLC
NEW
Shares38,695
Change+38,695
Value$1.7M
Filed 2026-10-21
Lakeshore Capital Group, Inc.
INCREASED
Shares37,494 from 31,209
Change+6,285 (+20%)
Value$1.6M (+$203.8K)
Filed 2026-10-20
Anchor Capital Advisors LLC
DECREASED
Shares36,034 from 36,331
Change-297 (-1%)
Value$1.6M (-$92.4K)
Filed 2026-11-05
Shore Point Advisors, LLC
DECREASED
Shares34,928 from 86,451
Change-51,523 (-60%)
Value$1.1M (-$2.4M)
Filed 2026-10-14
Fairvoy Private Wealth, LLC
INCREASED
Shares34,688 from 27,699
Change+6,989 (+25%)
Value$1.5M (+$242.0K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
INCREASED
Shares34,303 from 34,239
Change+64 (+0%)
Value$1.5M (-$72.2K)
Filed 2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares33,911 from 32,188
Change+1,723 (+5%)
Value$1.5M (-$80)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares33,909 from 32,433
Change+1,476 (+5%)
Value$1.5M (-$7.1K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares33,650 from 41,075
Change-7,425 (-18%)
Value$1.5M (-$411.4K)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares33,639 from 24,795
Change+8,844 (+36%)
Value$1.5M (+$328.6K)
Filed 2026-10-08
Dahring | Cusmano LLC
DECREASED
Shares33,528 from 63,583
Change-30,055 (-47%)
Value$1.5M (-$1.4M)
Filed 2026-11-03
Traveka Wealth, LLC
INCREASED
Shares32,931 from 24,028
Change+8,903 (+37%)
Value$1.4M (+$332.9K)
Filed 2026-10-19
Kestra Investment Management, LLC
INCREASED
Shares32,766 from 25,988
Change+6,778 (+26%)
Value$1.4M (+$236.6K)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares32,703 from 31,149
Change+1,554 (+5%)
Value$1.4M (-$928)
Filed 2026-10-27
National Wealth Management Group, LLC
DECREASED
Shares32,564 from 43,061
Change-10,497 (-24%)
Value$1.4M (-$548.8K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
INCREASED
Shares32,450 from 31,963
Change+487 (+2%)
Value$1.4M (-$48.9K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares32,404 from 21,383
Change+11,021 (+52%)
Value$1.4M (+$430.4K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
DECREASED
Shares32,165 from 32,438
Change-273 (-1%)
Value$1.4M (-$82.9K)
Filed 2026-10-13
Quadrant Capital Group LLC
UNCHANGED
Shares31,608 from 31,608
Change0 (0%)
Value$1.4M (-$62.3K)
Filed 2026-10-20
Financial Freedom, LLC
DECREASED
Shares31,258 from 33,051
Change-1,793 (-5%)
Value$1.4M (-$150.0K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares30,125 from 29,355
Change+770 (+3%)
Value$1.3M (-$30.9K)
Filed 2026-10-13
Money Concepts Capital Corp
INCREASED
Shares29,974 from 22,383
Change+7,591 (+34%)
Value$1.3M (+$279.7K)
Filed 2026-11-06
Waterfront Wealth Inc.
INCREASED
Shares29,777 from 28,996
Change+781 (+3%)
Value$1.3M (-$7.4K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares28,427 from 26,342
Change+2,085 (+8%)
Value$1.2M (+$32.6K)
Filed 2026-10-19
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares26,988 from 26,988
Change0 (0%)
Value$1.2M (-$59.1K)
Filed 2026-10-13
Arwa LLC
INCREASED
Shares26,173 from 4,853
Change+21,320 (+439%)
Value$1.1M (+$919.4K)
Filed 2026-10-21
MMA Asset Management LLC
INCREASED
Shares26,017 from 25,010
Change+1,007 (+4%)
Value$1.1M (-$11.2K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED
Shares25,780 from 29,640
Change-3,860 (-13%)
Value$1.1M (-$232.8K)
Filed 2026-10-16
Curtis Advisory Group, LLC
INCREASED
Shares25,633 from 25,075
Change+558 (+2%)
Value$1.1M (-$30.8K)
Filed 2026-10-28
Asempa Wealth Advisors
INCREASED
Shares25,520 from 25,399
Change+121 (+0%)
Value$1.1M (-$48.9K)
Filed 2026-10-07
Insight Wealth Strategies, LLC
DECREASED
Shares23,920 from 24,378
Change-458 (-2%)
Value$1.0M (-$71.0K)
Filed 2026-10-09
Ibex Wealth Advisors
DECREASED
Shares23,768 from 23,856
Change-88 (0%)
Value$1.0M (-$56.1K)
Filed 2026-11-06
Latitude Advisors, LLC
INCREASED
Shares23,383 from 20,506
Change+2,877 (+14%)
Value$1.0M (+$79.7K)
Filed 2026-10-27
Bfsg, LLC
DECREASED
Shares23,035 from 23,726
Change-691 (-3%)
Value$997.4K (-$81.9K)
Filed 2026-10-30
RCW Management, LLC
INCREASED
Shares22,590 from 18,774
Change+3,816 (+20%)
Value$978.1K (+$124.1K)
Filed 2026-10-30
Cedar Point Capital Partners, LLC
INCREASED
Shares22,539 from 22,226
Change+313 (+1%)
Value$975.9K (-$35.2K)
Filed 2026-10-29
Post Resch Tallon Group Inc.
UNCHANGED
Shares22,522 from 22,522
Change0 (0%)
Value$975.2K (-$49.3K)
Filed 2026-10-09
Assetmark, Inc
DECREASED
Shares22,002 from 26,972
Change-4,970 (-18%)
Value$952.7K (-$274.3K)
Filed 2026-10-21
Traynor Capital Management, Inc.
INCREASED
Shares21,739 from 16,129
Change+5,610 (+35%)
Value$941.3K (+$207.6K)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares21,670
Change+21,670
Value$938.3K
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares21,448
Change+21,448
Value$932.2K
Filed 2026-10-28
Cosner Financial Group, LLC
INCREASED
Shares20,684 from 19,932
Change+752 (+4%)
Value$895.5K (-$11.2K)
Filed 2026-11-03
CGN Advisors LLC
INCREASED
Shares20,126 from 18,717
Change+1,409 (+8%)
Value$871.5K (+$20.0K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares19,353 from 21,729
Change-2,376 (-11%)
Value$838.0K (-$150.5K)
Filed 2026-11-04
FSM Wealth Advisors, LLC
NEW
Shares18,551
Change+18,551
Value$806.0K
Filed 2026-10-27
Clearstead Trust, LLC
INCREASED
Shares18,337 from 16,525
Change+1,812 (+11%)
Value$794.0K (+$42.3K)
Filed 2026-11-06
Trust Investment Advisors
UNCHANGED
Shares18,292 from 18,292
Change0 (0%)
Value$792.0K (-$40.1K)
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares17,840 from 58,462
Change-40,622 (-69%)
Value$772.5K (-$1.9M)
Filed 2026-11-02
Insight Advisors, LLC/ PA
DECREASED
Shares17,833 from 18,188
Change-355 (-2%)
Value$772.2K (-$55.2K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares17,465 from 16,660
Change+805 (+5%)
Value$756.0K (-$2.0K)
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares17,140 from 25,469
Change-8,329 (-33%)
Value$742.2K (-$399.6K)
Filed 2026-10-26
Mainsail Financial Group, LLC
DECREASED
Shares16,617 from 19,941
Change-3,324 (-17%)
Value$719.5K (-$187.6K)
Filed 2026-10-23
Register Financial Advisors LLC
DECREASED
Shares16,608 from 21,479
Change-4,871 (-23%)
Value$719.1K (-$257.9K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
INCREASED
Shares16,594 from 14,459
Change+2,135 (+15%)
Value$718.5K (+$60.8K)
Filed 2026-10-15
Chris Bulman Inc
INCREASED
Shares16,429 from 16,272
Change+157 (+1%)
Value$711.4K (-$28.9K)
Filed 2026-10-20
Elevation Wealth Management LLC
INCREASED
Shares16,251 from 13,420
Change+2,831 (+21%)
Value$706.3K (+$93.6K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares15,798
Change+15,798
Value$684.1K
Filed 2026-10-30
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares15,494 from 22,773
Change-7,279 (-32%)
Value$670.9K (-$365.1K)
Filed 2026-10-29
Trademark Financial Management, LLC
DECREASED
Shares15,428 from 17,223
Change-1,795 (-10%)
Value$668.0K (-$115.4K)
Filed 2026-10-23
Ledyard National Bank
INCREASED
Shares14,446 from 5,450
Change+8,996 (+165%)
Value$625.5K (+$377.6K)
Filed 2026-10-21
TradeWell Securities, Llc.
NEW
Shares14,338
Change+14,338
Value$620.8K
Filed 2026-10-21
AMG National Trust Bank
UNCHANGED
Shares14,319 from 14,319
Change0 (0%)
Value$620.0K (-$31.4K)
Filed 2026-11-05
Fortitude Advisory Group L.L.C.
INCREASED
Shares14,312 from 13,377
Change+935 (+7%)
Value$619.7K (+$11.2K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares14,171 from 5,845
Change+8,326 (+142%)
Value$613.6K (+$347.7K)
Filed 2026-10-28
Dupree Financial Group, LLC
INCREASED
Shares13,948 from 13,900
Change+48 (+0%)
Value$603.9K (-$28.4K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares13,909 from 14,279
Change-370 (-3%)
Value$602.3K (-$47.3K)
Filed 2026-11-04
Mann Financial Group, Inc.
INCREASED
Shares13,786 from 5,148
Change+8,638 (+168%)
Value$596.9K (+$362.8K)
Filed 2026-10-15
Fortress Financial Group, LLC
DECREASED
Shares13,568 from 15,237
Change-1,669 (-11%)
Value$587.5K (-$105.7K)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares13,346 from 13,341
Change+5 (+0%)
Value$577.9K (-$29.0K)
Filed 2026-10-23
Beam Wealth Advisors, Inc.
INCREASED
Shares13,237 from 12,774
Change+463 (+4%)
Value$575.4K (-$7.9K)
Filed 2026-11-03
Flagstar Securities, Inc
NEW
Shares13,123
Change+13,123
Value$569.9K
Filed 2026-10-15
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares12,964 from 12,964
Change0 (0%)
Value$561.3K (-$28.4K)
Filed 2026-11-04
Burns Matteson Capital Management, LLC
DECREASED
Shares12,763 from 12,922
Change-159 (-1%)
Value$552.6K (-$35.2K)
Filed 2026-10-16
Towercrest Capital Management
UNCHANGED
Shares12,636 from 12,636
Change0 (0%)
Value$547.1K (-$27.7K)
Filed 2026-10-23
MidAtlantic Capital Management, Inc.
DECREASED
Shares12,605 from 14,787
Change-2,182 (-15%)
Value$545.8K (-$126.9K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares12,545
Change+12,545
Value$543.2K
Filed 2026-11-04
Miller Financial Services LLC
UNCHANGED
Shares12,409 from 12,409
Change0 (0%)
Value$537.3K (-$27.2K)
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
INCREASED
Shares12,355 from 12,218
Change+137 (+1%)
Value$535.0K (-$20.8K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares12,144 from 10,299
Change+1,845 (+18%)
Value$525.8K (+$57.4K)
Filed 2026-10-22
First Heartland Consultants, Inc.
DECREASED
Shares12,100 from 12,846
Change-746 (-6%)
Value$523.9K (-$60.4K)
Filed 2026-10-08
John W. Brooker & Co., CPAs
DECREASED
Shares11,893 from 23,687
Change-11,794 (-50%)
Value$515.0K (-$562.5K)
Filed 2026-10-21
Asset One Wealth Management LLC
DECREASED
Shares11,877 from 12,768
Change-891 (-7%)
Value$514.3K (-$63.9K)
Filed 2026-11-02
Emerald Advisors, LLC
NEW
Shares11,727
Change+11,727
Value$507.8K
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,557 from 10,196
Change+1,361 (+13%)
Value$500.4K (+$36.6K)
Filed 2026-10-14
CGC Financial Services, LLC
DECREASED
Shares11,527 from 12,903
Change-1,376 (-11%)
Value$499.1K (-$87.8K)
Filed 2026-10-13
MontVue Capital Management, Inc.
DECREASED
Shares11,247 from 11,683
Change-436 (-4%)
Value$487.0K (-$44.5K)
Filed 2026-10-19
Winebrenner Capital Management LLC
INCREASED
Shares11,226 from 11,099
Change+127 (+1%)
Value$486.1K (-$18.8K)
Filed 2026-10-07
Endeavor Private Wealth, Inc.
INCREASED
Shares10,836 from 8,648
Change+2,188 (+25%)
Value$471.0K (+$76.1K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares10,717 from 13,060
Change-2,343 (-18%)
Value$464.0K (-$130.1K)
Filed 2026-10-20
Plus Group Wealth Advisors LLC
INCREASED
Shares10,702 from 9,070
Change+1,632 (+18%)
Value$463.4K (+$50.8K)
Filed 2026-10-19
Invested Advisors
INCREASED
Shares10,701 from 6,526
Change+4,175 (+64%)
Value$463.3K (+$166.5K)
Filed 2026-10-23
PUREfi Wealth, LLC
INCREASED
Shares10,652 from 8,529
Change+2,123 (+25%)
Value$461.2K (+$73.2K)
Filed 2026-10-19
Gould Asset Management LLC
INCREASED
Shares10,620 from 9,745
Change+875 (+9%)
Value$459.8K (+$16.5K)
Filed 2026-11-06
Milestone Asset Management, LLC
DECREASED
Shares10,340 from 10,747
Change-407 (-4%)
Value$447.7K (-$41.2K)
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares10,120 from 69,536
Change-59,416 (-85%)
Value$438.2K (-$2.7M)
Filed 2026-10-23
GreatBanc Trust Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$433.0K (-$21.9K)
Filed 2026-11-04
Savant Capital, LLC
NEW
Shares9,885
Change+9,885
Value$428.0K
Filed 2026-11-06
Seelaus Asset Management LLC
DECREASED
Shares9,605 from 10,775
Change-1,170 (-11%)
Value$415.9K (-$74.3K)
Filed 2026-10-14
Old Mission Investment Co LLC
DECREASED
Shares9,498 from 10,556
Change-1,058 (-10%)
Value$412.8K (-$69.1K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares9,498 from 10,023
Change-525 (-5%)
Value$412.8K (-$44.8K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares9,493 from 190,116
Change-180,623 (-95%)
Value$411.0K (-$8.2M)
Filed 2026-10-23
Abacus Planning Group, Inc.
UNCHANGED
Shares9,365 from 9,365
Change0 (0%)
Value$405.5K (-$20.5K)
Filed 2026-11-02
Boyum Wealth Architects LLC
DECREASED
Shares9,235 from 28,666
Change-19,431 (-68%)
Value$399.7K (-$893.1K)
Filed 2026-10-06
Breakwater Capital Group
DECREASED
Shares9,206 from 9,876
Change-670 (-7%)
Value$398.6K (-$50.6K)
Filed 2026-10-09
Investment Planning Advisors, Inc.
DECREASED
Shares9,194 from 10,666
Change-1,472 (-14%)
Value$398.1K (-$87.1K)
Filed 2026-10-14
Greenspring Advisors, LLC
UNCHANGED
Shares9,172 from 9,172
Change0 (0%)
Value$397.1K (-$20.1K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares9,171 from 11,495
Change-2,324 (-20%)
Value$397.1K (-$125.8K)
Filed 2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED
Shares9,119 from 9,119
Change0 (0%)
Value$398.3K (-$16.5K)
Filed 2026-10-26
LCW Services, LLC
INCREASED
Shares8,913 from 8,641
Change+272 (+3%)
Value$385.9K (-$7.1K)
Filed 2026-10-21
Caliber Wealth Management, LLC / KS
INCREASED
Shares8,748 from 8,630
Change+118 (+1%)
Value$378.8K (-$13.8K)
Filed 2026-11-04
Lazari Capital Management, Inc.
UNCHANGED
Shares8,674 from 8,674
Change0 (0%)
Value$375.6K (-$19.0K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares8,666 from 20,931
Change-12,265 (-59%)
Value$375.3K (-$576.9K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
INCREASED
Shares8,589 from 8,002
Change+587 (+7%)
Value$372.0K (+$8.0K)
Filed 2026-10-20
Dudley Capital Management, LLC
UNCHANGED
Shares8,480 from 8,480
Change0 (0%)
Value$367.2K (-$18.6K)
Filed 2026-10-23
James J. Burns & Company, LLC
INCREASED
Shares8,250 from 6,948
Change+1,302 (+19%)
Value$357.2K (+$41.1K)
Filed 2026-10-22
Advisory Solutions Group, LLC
INCREASED
Shares8,194 from 6,481
Change+1,713 (+26%)
Value$354.8K (+$60.0K)
Filed 2026-10-14
Reicon Wealth Advisors, LLC
INCREASED
Shares8,094 from 7,027
Change+1,067 (+15%)
Value$350.5K (+$30.8K)
Filed 2026-11-04
Allegheny Financial Group
DECREASED
Shares7,992 from 11,412
Change-3,420 (-30%)
Value$346.1K (-$173.1K)
Filed 2026-11-05
Wealth Quarterback LLC
INCREASED
Shares7,937 from 7,841
Change+96 (+1%)
Value$343.7K (-$13.0K)
Filed 2026-10-20
Investment Research Partners LLC
INCREASED
Shares7,934 from 5,803
Change+2,131 (+37%)
Value$343.5K (+$79.6K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,761 from 7,559
Change+202 (+3%)
Value$336.0K (-$7.8K)
Filed 2026-10-13
Caldwell Trust Co
INCREASED
Shares7,378 from 746
Change+6,632 (+889%)
Value$319.5K (+$285.5K)
Filed 2026-10-30
RMR Wealth Builders
DECREASED
Shares7,309 from 45,208
Change-37,899 (-84%)
Value$317.7K (-$1.7M)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares7,107
Change+7,107
Value$307.7K
Filed 2026-10-21
Nikulski Financial, Inc.
INCREASED
Shares7,046 from 6,752
Change+294 (+4%)
Value$305.1K (-$2.1K)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares6,945 from 7,428
Change-483 (-6%)
Value$300.7K (-$37.2K)
Filed 2026-11-04
Catalyst Investment Management LLC
NEW
Shares6,840
Change+6,840
Value$296.2K
Filed 2026-10-21
Sound Income Strategies, LLC
NEW
Shares6,524
Change+6,524
Value$283.5K
Filed 2026-10-09
Kingsman Wealth Management, Inc.
INCREASED
Shares6,413 from 6,340
Change+73 (+1%)
Value$277.7K (-$10.7K)
Filed 2026-10-13
Swmg, LLC
NEW
Shares6,338
Change+6,338
Value$279.8K
Filed 2026-10-23
Tcfg Investment Advisors, LLC
INCREASED
Shares6,322 from 5,911
Change+411 (+7%)
Value$273.7K (+$4.9K)
Filed 2026-10-20
Sensenig Capital Advisors, Inc
INCREASED
Shares6,312 from 6,266
Change+46 (+1%)
Value$273.3K (-$11.7K)
Filed 2026-10-23
Saxon Interests, Inc.
INCREASED
Shares6,286 from 6,087
Change+199 (+3%)
Value$272.2K (-$4.7K)
Filed 2026-10-26
Diversified Trust Co
DECREASED
Shares6,177 from 7,288
Change-1,111 (-15%)
Value$267.5K (-$64.1K)
Filed 2026-11-06
Snider Financial Group
INCREASED
Shares5,906 from 5,885
Change+21 (+0%)
Value$255.7K (-$12.0K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares5,837 from 6,925
Change-1,088 (-16%)
Value$252.8K (-$62.2K)
Filed 2026-10-14
Apex Wealth Management, LLC
DECREASED
Shares5,781 from 46,438
Change-40,657 (-88%)
Value$250.3K (-$1.9M)
Filed 2026-10-20
Capital CS Group, LLC
INCREASED
Shares5,781 from 4,866
Change+915 (+19%)
Value$250.3K (+$29.0K)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares5,683 from 19,037
Change-13,354 (-70%)
Value$246.1K (-$619.9K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares5,609 from 5,056
Change+553 (+11%)
Value$245.8K (+$17.4K)
Filed 2026-10-19
Stevens Capital Partners
DECREASED
Shares5,538 from 5,592
Change-54 (-1%)
Value$239.8K (-$14.6K)
Filed 2026-10-29
Dynamic Financial Group
NEW
Shares5,520
Change+5,520
Value$239.0K
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares5,498 from 16,118
Change-10,620 (-66%)
Value$238.1K (-$495.1K)
Filed 2026-10-07
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares5,475 from 5,454
Change+21 (+0%)
Value$237.1K (-$11.0K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares5,451 from 5,438
Change+13 (+0%)
Value$236.0K (-$11.3K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares5,416 from 4,589
Change+827 (+18%)
Value$235.4K (+$25.9K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares5,380 from 5,097
Change+283 (+6%)
Value$232.9K (+$1.1K)
Filed 2026-10-26
Beacon Capital Management, LLC
DECREASED
Shares5,333 from 5,382
Change-49 (-1%)
Value$230.9K (-$13.9K)
Filed 2026-10-23
Bridgelight Financial Advisors, Inc.
INCREASED
Shares5,240 from 4,482
Change+758 (+17%)
Value$226.9K (+$23.0K)
Filed 2026-10-20
Brighton Jones LLC
NEW
Shares5,213
Change+5,213
Value$225.7K
Filed 2026-11-03
ShoreHaven Wealth Partners, LLC
INCREASED
Shares5,154 from 4,438
Change+716 (+16%)
Value$223.2K (+$21.3K)
Filed 2026-10-16
Wealth Dimensions Group, Ltd.
NEW
Shares5,101
Change+5,101
Value$220.9K
Filed 2026-11-02
Kure Advisory, LLC
DECREASED
Shares5,087 from 8,929
Change-3,842 (-43%)
Value$220.3K (-$185.9K)
Filed 2026-10-08
Moors & Cabot, Inc.
INCREASED
Shares5,043 from 4,820
Change+223 (+5%)
Value$218.4K (-$900)
Filed 2026-11-06
Rose Capital Advisors LLC
DECREASED
Shares4,990 from 5,115
Change-125 (-2%)
Value$216.1K (-$16.6K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
INCREASED
Shares4,968 from 4,389
Change+579 (+13%)
Value$215.1K (+$15.5K)
Filed 2026-11-06
ADG Wealth Management Group, LLC
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$212.6K (-$10.8K)
Filed 2026-10-23
Facet Wealth, Inc.
NEW
Shares4,857
Change+4,857
Value$210.3K
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares4,797 from 4,797
Change0 (0%)
Value$207.7K (-$10.5K)
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares4,453 from 4,402
Change+51 (+1%)
Value$192.8K (-$7.5K)
Filed 2026-11-06
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,442 from 4,342
Change+100 (+2%)
Value$192.3K (-$5.2K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares3,863 from 2,042
Change+1,821 (+89%)
Value$167.3K (+$74.4K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares3,512 from 3,516
Change-4 (0%)
Value$152.1K (-$7.9K)
Filed 2026-10-20
Archer Investment Corp
INCREASED
Shares3,485 from 3,163
Change+322 (+10%)
Value$150.9K (+$7.0K)
Filed 2026-11-05
Signature Equity Partners, LLC
DECREASED
Shares3,422 from 3,439
Change-17 (0%)
Value$148.2K (-$8.3K)
Filed 2026-10-29
Lanark Financial, Inc.
INCREASED
Shares3,230 from 2,619
Change+611 (+23%)
Value$139.9K (+$20.7K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares3,217 from 3,217
Change0 (0%)
Value$139.3K (-$7.0K)
Filed 2026-10-26
Roxbury Financial LLC
DECREASED
Shares3,186 from 4,417
Change-1,231 (-28%)
Value$137.9K (-$63.0K)
Filed 2026-10-01
PNC Financial Services Group, Inc.
INCREASED
Shares3,105 from 2,433
Change+672 (+28%)
Value$134.4K (+$23.8K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares3,002 from 2,963
Change+39 (+1%)
Value$130.5K (-$4.3K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares2,897 from 352,719
Change-349,822 (-99%)
Value$125.0K (-$15.9M)
Filed 2026-10-23
Financial Management Professionals, Inc.
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$101.3K (-$5.1K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares2,112 from 2,112
Change0 (0%)
Value$91.4K (-$4.6K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares1,866 from 1,870
Change-4 (0%)
Value$80.8K (-$4.3K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$78.8K (-$4.0K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares1,787 from 5,388
Change-3,601 (-67%)
Value$77.4K (-$167.7K)
Filed 2026-10-13
Blueline Advisors LLC
UNCHANGED
Shares1,659 from 1,659
Change0 (0%)
Value$71.8K (-$3.6K)
Filed 2026-10-15
KFG LLC
NEW
Shares1,623
Change+1,623
Value$70.3K
Filed 2026-11-02
Mosley Wealth Management
NEW
Shares1,451
Change+1,451
Value$63.6K
Filed 2026-10-16
Creative Capital Management Investments LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$53.7K (-$2.7K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$43.3K (-$2.2K)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares989
Change+989
Value$42.8K
Filed 2026-11-05
Key Capital Management, Inc
NEW
Shares932
Change+932
Value$40.4K
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$36.1K (-$1.8K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$35.6K (-$1.8K)
Filed 2026-10-15
Community Financial Services Group, LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$30.7K (-$1.4K)
Filed 2026-10-15
IAG Wealth Partners, LLC
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$27.8K (-$1.4K)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
INCREASED
Shares587 from 580
Change+7 (+1%)
Value$25.4K (-$980)
Filed 2026-11-03
Clean Yield Group
NEW
Shares583
Change+583
Value$25.2K
Filed 2026-10-28
GHP Investment Advisors, Inc.
INCREASED
Shares559 from 552
Change+7 (+1%)
Value$24.2K (-$935)
Filed 2026-10-15
Southern Michigan Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$21.7K (-$1.1K)
Filed 2026-10-19
Investors Research Corp
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$17.1K (-$865)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares305 from 295
Change+10 (+3%)
Value$13.2K (-$213)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$11.8K (-$596)
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$11.0K (+$11.0K)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares250 from 573
Change-323 (-56%)
Value$10.8K (-$15.2K)
Filed 2026-11-06
General Partner, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$10.0K (-$504)
Filed 2026-10-05
Bayban
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$9.9K ($0)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$5.9K (-$298)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
NEW
Shares123
Change+123
Value$5.3K
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares115 from 113
Change+2 (+2%)
Value$5.0K (-$192)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares110
Change+110
Value$4.8K
Filed 2026-10-27
GoalVest Advisory LLC
NEW
Shares89
Change+89
Value$3.9K
Filed 2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$3.6K (-$182)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.5K (-$170)
Filed 2026-10-29
American Capital Advisory, LLC
NEW
Shares69
Change+69
Value$3.0K
Filed 2026-10-28
TFC Financial Management, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.8K (-$142)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.2K (-$110)
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.9K (-$98)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.6K (-$81)
Filed 2026-10-21
Trust Co of Vermont
DECREASED
Shares23 from 2,655
Change-2,632 (-99%)
Value$996 (-$119.8K)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$779 (-$40)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$260 (+$33)
Filed 2026-11-04
Juno Financial Group LLC
CLOSED
Shares0 from 533,746
Change-533,746 (-100%)
Value$0 (-$24.3M)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 129,238
Change-129,238 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-14
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 77,859
Change-77,859 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-05
Future Financial Wealth Managment LLC
CLOSED
Shares0 from 69,247
Change-69,247 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 64,811
Change-64,811 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-02
Providence First Trust Co
CLOSED
Shares0 from 52,102
Change-52,102 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-02
Box Hill Private Wealth LLC
CLOSED
Shares0 from 25,240
Change-25,240 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-05
Veracity Capital LLC
CLOSED
Shares0 from 22,412
Change-22,412 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-08
Scarborough Advisors, LLC
CLOSED
Shares0 from 16,486
Change-16,486 (-100%)
Value$0 (-$750.7K)
Filed 2026-10-16
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 13,462
Change-13,462 (-100%)
Value$0 (-$612.4K)
Filed 2026-10-22
Bokf, NA
CLOSED
Shares0 from 12,470
Change-12,470 (-100%)
Value$0 (-$567.3K)
Filed 2026-10-27
Strategic Blueprint, LLC
CLOSED
Shares0 from 12,413
Change-12,413 (-100%)
Value$0 (-$564.7K)
Filed 2026-10-22
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 11,330
Change-11,330 (-100%)
Value$0 (-$512.2K)
Filed 2026-10-21
Blueprint Investment Partners LLC
CLOSED
Shares0 from 10,221
Change-10,221 (-100%)
Value$0 (-$465.0K)
Filed 2026-10-28
Summit Investment Advisors, Inc.\KS
CLOSED
Shares0 from 8,689
Change-8,689 (-100%)
Value$0 (-$395.3K)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 8,638
Change-8,638 (-100%)
Value$0 (-$392.9K)
Filed 2026-10-29
Novem Group
CLOSED
Shares0 from 7,244
Change-7,244 (-100%)
Value$0 (-$329.5K)
Filed 2026-10-19
Urban Wealth Management, LLC
CLOSED
Shares0 from 6,871
Change-6,871 (-100%)
Value$0 (-$312.6K)
Filed 2026-10-21
Fisher Asset Management, LLC
CLOSED
Shares0 from 6,650
Change-6,650 (-100%)
Value$0 (-$302.5K)
Filed 2026-11-06
Integrity Alliance, Llc.
CLOSED
Shares0 from 6,584
Change-6,584 (-100%)
Value$0 (-$299.5K)
Filed 2026-10-29
Penobscot Investment Management Company, Inc.
CLOSED
Shares0 from 5,900
Change-5,900 (-100%)
Value$0 (-$268.4K)
Filed 2026-10-26
May Hill Capital, LLC
CLOSED
Shares0 from 5,518
Change-5,518 (-100%)
Value$0 (-$251.0K)
Filed 2026-11-03
Simon Quick Advisors, LLC
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$250.2K)
Filed 2026-10-26
Wedbush Securities Inc
CLOSED
Shares0 from 5,253
Change-5,253 (-100%)
Value$0 (-$239.0K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 4,957
Change-4,957 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-23
Moneco Advisors, LLC
CLOSED
Shares0 from 4,881
Change-4,881 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-05
International Private Wealth Advisors LLC
CLOSED
Shares0 from 4,846
Change-4,846 (-100%)
Value$0 (-$220.4K)
Filed 2026-11-05
Optima Capital LLC
CLOSED
Shares0 from 4,756
Change-4,756 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-29
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 4,649
Change-4,649 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-09
Midwest Trust Co
CLOSED
Shares0 from 4,525
Change-4,525 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-22
Fermata Advisors, LLC
CLOSED
Shares0 from 4,403
Change-4,403 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,086
Change-1,086 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-16
Blue Trust, Inc.
CLOSED
Shares0 from 930
Change-930 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-15
Compass Financial Management LLC
CLOSED
Shares0 from 524
Change-524 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-30
James T. Borello RIA
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-16
Montag A & Associates Inc
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-29
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-22
NorthAvenue LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-29
Nfsg Corp
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-15
Evolution Advisers, Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 ($0)
Filed 2026-11-06
First Community Trust NA
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$637)
Filed 2026-10-07
Kozak & Associates, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$609)
Filed 2026-10-29
Kingdom Financial Group Llc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$409)
Filed 2026-11-04
Northwestern Mutual Wealth Management Co
N/A
Shares— from 101,656,759
Change-101,656,759 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 36,816,208
Change-36,816,208 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,740,788
Change-15,740,788 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,305,769
Change-15,305,769 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,982,930
Change-13,982,930 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 10,970,047
Change-10,970,047 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,016,360
Change-9,016,360 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,110,234
Change-8,110,234 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,059,617
Change-8,059,617 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,296,054
Change-7,296,054 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,750,589
Change-6,750,589 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 6,729,858
Change-6,729,858 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,491,783
Change-5,491,783 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,397,539
Change-4,397,539 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,836,584
Change-3,836,584 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,506,392
Change-3,506,392 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,081,830
Change-3,081,830 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,463,277
Change-2,463,277 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,459,061
Change-2,459,061 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,127,446
Change-2,127,446 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,053,945
Change-2,053,945 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,007,999
Change-2,007,999 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,602,623
Change-1,602,623 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,530,984
Change-1,530,984 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,517,610
Change-1,517,610 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,363,514
Change-1,363,514 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,307,314
Change-1,307,314 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,298,147
Change-1,298,147 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,268,451
Change-1,268,451 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,252,617
Change-1,252,617 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,098,394
Change-1,098,394 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,083,023
Change-1,083,023 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,059,149
Change-1,059,149 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,043,899
Change-1,043,899 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,027,399
Change-1,027,399 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 891,678
Change-891,678 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 881,683
Change-881,683 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 853,855
Change-853,855 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 832,624
Change-832,624 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 816,468
Change-816,468 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 806,651
Change-806,651 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 781,949
Change-781,949 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 778,810
Change-778,810 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 765,893
Change-765,893 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 732,704
Change-732,704 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 702,477
Change-702,477 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 694,781
Change-694,781 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 668,475
Change-668,475 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 659,694
Change-659,694 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 629,621
Change-629,621 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 619,230
Change-619,230 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 607,288
Change-607,288 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 591,500
Change-591,500 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 558,029
Change-558,029 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 551,758
Change-551,758 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 510,635
Change-510,635 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 509,687
Change-509,687 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 508,997
Change-508,997 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 503,662
Change-503,662 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 497,628
Change-497,628 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 483,888
Change-483,888 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 478,684
Change-478,684 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 467,220
Change-467,220 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 449,753
Change-449,753 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 448,871
Change-448,871 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 416,538
Change-416,538 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 409,818
Change-409,818 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 409,076
Change-409,076 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 394,895
Change-394,895 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 367,020
Change-367,020 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 364,738
Change-364,738 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 363,095
Change-363,095 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 347,145
Change-347,145 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 344,314
Change-344,314 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 343,775
Change-343,775 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 340,427
Change-340,427 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 339,700
Change-339,700 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 337,947
Change-337,947 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 315,244
Change-315,244 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 313,408
Change-313,408 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 310,113
Change-310,113 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 294,442
Change-294,442 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 291,060
Change-291,060 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 290,125
Change-290,125 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 280,428
Change-280,428 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 273,702
Change-273,702 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 273,598
Change-273,598 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 271,750
Change-271,750 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 271,396
Change-271,396 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 265,008
Change-265,008 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 264,807
Change-264,807 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 260,923
Change-260,923 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 260,686
Change-260,686 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 251,769
Change-251,769 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 244,333
Change-244,333 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 244,333
Change-244,333 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 241,165
Change-241,165 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 237,965
Change-237,965 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 223,961
Change-223,961 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 218,366
Change-218,366 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 215,365
Change-215,365 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 203,946
Change-203,946 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 192,741
Change-192,741 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 191,937
Change-191,937 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 190,685
Change-190,685 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 189,083
Change-189,083 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 188,259
Change-188,259 (-100%)
Value—
&partners
N/A
Shares— from 188,102
Change-188,102 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 172,332
Change-172,332 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 169,841
Change-169,841 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 166,031
Change-166,031 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 159,569
Change-159,569 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 157,655
Change-157,655 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 147,059
Change-147,059 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 144,217
Change-144,217 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 139,298
Change-139,298 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 137,847
Change-137,847 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 136,176
Change-136,176 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 132,979
Change-132,979 (-100%)
Value—
Betterment LLC
N/A
Shares— from 129,087
Change-129,087 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 128,155
Change-128,155 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 125,855
Change-125,855 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 120,078
Change-120,078 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 114,545
Change-114,545 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 112,878
Change-112,878 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 110,309
Change-110,309 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 109,301
Change-109,301 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 108,042
Change-108,042 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 104,934
Change-104,934 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 103,393
Change-103,393 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 98,755
Change-98,755 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 98,215
Change-98,215 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 96,380
Change-96,380 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 96,313
Change-96,313 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 95,193
Change-95,193 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 90,718
Change-90,718 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 90,323
Change-90,323 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 89,439
Change-89,439 (-100%)
Value—
Boston Partners
N/A
Shares— from 86,409
Change-86,409 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 85,506
Change-85,506 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 85,184
Change-85,184 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 82,630
Change-82,630 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 79,969
Change-79,969 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 76,650
Change-76,650 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 76,545
Change-76,545 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 74,871
Change-74,871 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 72,384
Change-72,384 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 72,093
Change-72,093 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 68,324
Change-68,324 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 64,838
Change-64,838 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 63,310
Change-63,310 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 60,818
Change-60,818 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 59,799
Change-59,799 (-100%)
Value—
Nwam LLC
N/A
Shares— from 58,585
Change-58,585 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 57,728
Change-57,728 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 57,672
Change-57,672 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 54,002
Change-54,002 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 53,607
Change-53,607 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 52,865
Change-52,865 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 52,360
Change-52,360 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 48,209
Change-48,209 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 47,063
Change-47,063 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,716
Change-46,716 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 46,609
Change-46,609 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 46,506
Change-46,506 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 45,472
Change-45,472 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 40,359
Change-40,359 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 39,632
Change-39,632 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 39,099
Change-39,099 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 38,499
Change-38,499 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 37,751
Change-37,751 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 37,107
Change-37,107 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 36,287
Change-36,287 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 34,004
Change-34,004 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 33,865
Change-33,865 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 30,990
Change-30,990 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 30,316
Change-30,316 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 30,240
Change-30,240 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 30,029
Change-30,029 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 29,762
Change-29,762 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 28,242
Change-28,242 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 27,269
Change-27,269 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,205
Change-27,205 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 26,025
Change-26,025 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,005
Change-24,005 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 23,253
Change-23,253 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 22,991
Change-22,991 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,399
Change-22,399 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 21,192
Change-21,192 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 20,210
Change-20,210 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 20,007
Change-20,007 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,727
Change-19,727 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 18,792
Change-18,792 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 18,636
Change-18,636 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 17,686
Change-17,686 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 17,367
Change-17,367 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,471
Change-16,471 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 16,414
Change-16,414 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 16,053
Change-16,053 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 15,919
Change-15,919 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 15,290
Change-15,290 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,161
Change-14,161 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 13,876
Change-13,876 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 13,841
Change-13,841 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 13,633
Change-13,633 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 12,615
Change-12,615 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,454
Change-12,454 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 11,359
Change-11,359 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,255
Change-11,255 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,126
Change-11,126 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 10,931
Change-10,931 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 10,723
Change-10,723 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 10,449
Change-10,449 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,114
Change-10,114 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,975
Change-9,975 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 9,318
Change-9,318 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 9,027
Change-9,027 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,903
Change-6,903 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,620
Change-5,620 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 686
Change-686 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 486
Change-486 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 447
Change-447 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 225
Change-225 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 80
Change-80 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 73
Change-73 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED14,355,31813,045,220+1,310,098+10%$593.4M$621.6M+$28.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED7,914,7135,113,836+2,800,877+55%$232.6M$342.7M+$110.1M2026-11-02
Country Trust Bank
INCREASED7,309,5706,857,648+451,922+7%$312.0M$316.5M+$4.5M2026-10-30
SAX Wealth Advisors, LLC
INCREASED6,727,9434,491,470+2,236,473+50%$204.9M$291.3M+$86.4M2026-10-13
Kestra Advisory Services, LLC
INCREASED4,720,9463,994,283+726,663+18%$181.7M$204.4M+$22.7M2026-11-02
Legacy Wealth Management, LLC
DECREASED4,559,8935,495,432-935,539-17%$250.0M$197.4M-$52.5M2026-10-22
Ritholtz Wealth Management
INCREASED4,168,0414,066,886+101,155+2%$185.0M$180.5M-$4.5M2026-11-05
Mather Group, Llc.
DECREASED4,097,7844,110,125-12,3410%$187.0M$177.4M-$9.5M2026-10-14
Retirement Planning Group, LLC
INCREASED3,317,7173,153,325+164,392+5%$143.4M$143.7M+$212.4K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED3,229,8343,049,078+180,756+6%$138.7M$139.9M+$1.1M2026-10-22
Thrivent Financial for Lutherans
INCREASED3,137,6563,036,872+100,784+3%$138.1M$135.9M-$2.3M2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED3,025,7372,968,727+57,010+2%$135.0M$131.0M-$4.0M2026-10-13
Summit Financial Strategies, Inc.
INCREASED2,546,0722,384,200+161,872+7%$108.5M$110.2M+$1.8M2026-10-14
McKinley Carter Wealth Services, Inc.
INCREASED2,523,7802,446,971+76,809+3%$111.3M$109.3M-$2.0M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED2,139,5421,435,649+703,893+49%$65.3M$92.6M+$27.3M2026-10-16
Valeo Financial Advisors, LLC
INCREASED2,047,6051,985,582+62,023+3%$85.3M$83.5M-$1.9M2026-10-08
Ullmann Wealth Partners Group, LLC
INCREASED1,856,4131,482,823+373,590+25%$67.5M$80.4M+$12.9M2026-11-02
Falcon Wealth Planning
INCREASED1,688,2131,634,738+53,475+3%$74.4M$73.1M-$1.3M2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED1,630,2901,388,561+241,729+17%$63.2M$70.6M+$7.4M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED1,622,4061,812,152-189,746-10%$82.4M$70.3M-$12.2M2026-11-02
Allworth Financial LP
INCREASED1,544,121279,667+1,264,454+452%$12.7M$70.2M+$57.5M2026-11-06
Wealthcare Advisory Partners LLC
DECREASED1,513,3631,565,006-51,643-3%$71.2M$65.5M-$5.7M2026-10-21
HUB Investment Partners, LLC
INCREASED1,476,0111,421,650+54,361+4%$64.7M$63.9M-$759.6K2026-11-03
RFG Advisory, LLC
INCREASED1,395,1241,163,561+231,563+20%$52.9M$60.4M+$7.5M2026-11-03
Sunburst Financial Group, LLC
INCREASED1,293,1601,190,025+103,135+9%$54.1M$56.0M+$1.9M2026-10-09
Harbor Group, Inc.
INCREASED1,159,0071,116,081+42,926+4%$50.8M$50.2M-$585.5K2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED1,154,5831,114,382+40,201+4%$50.7M$50.0M-$699.8K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED1,131,0981,095,153+35,945+3%$49.8M$49.0M-$842.0K2026-10-13
Olio Financial Planning
INCREASED1,127,2181,084,423+42,795+4%$49.3M$48.8M-$521.8K2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED1,054,139971,403+82,736+9%$44.2M$45.6M+$1.5M2026-11-03
Crane Advisory, LLC
DECREASED1,026,1551,026,233-780%$46.4M$44.4M-$2.1M2026-10-13
WestHill Financial Advisors, Inc.
INCREASED1,015,500914,982+100,518+11%$41.6M$44.0M+$2.3M2026-10-14
Brookstone Capital Management
INCREASED987,891894,979+92,912+10%$40.7M$42.8M+$2.1M2026-10-22
Shakespeare Wealth Management, LLC
INCREASED978,216941,225+36,991+4%$42.8M$42.4M-$459.6K2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
INCREASED969,603943,913+25,690+3%$42.9M$42.0M-$954.8K2026-10-14
Larson Financial Group LLC
INCREASED953,256912,200+41,056+5%$41.5M$41.3M-$220.0K2026-11-05
Correct Capital Wealth Management
INCREASED945,262879,135+66,127+8%$40.0M$40.9M+$938.0K2026-11-02
Coyle Financial Counsel LLC
INCREASED939,278827,671+111,607+13%$37.7M$40.7M+$3.0M2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED934,473903,819+30,654+3%$41.1M$40.5M-$652.1K2026-10-13
Power Wealth Management LLC
INCREASED919,608865,549+54,059+6%$39.4M$39.8M+$445.2K2026-10-27
Bank of New York Mellon Corp
INCREASED918,319742,317+176,002+24%$33.8M$39.8M+$6.0M2026-11-05
Weatherly Asset Management L. P.
DECREASED907,833927,020-19,187-2%$42.3M$39.4M-$2.9M2026-10-20
Aspiriant, LLC
INCREASED866,720833,949+32,771+4%$37.9M$37.5M-$407.5K2026-10-16
Able Financial Group, LLC
INCREASED862,676791,676+71,000+9%$36.0M$37.4M+$1.3M2026-10-14
KFG Wealth Management, LLC
INCREASED860,706813,982+46,724+6%$37.0M$37.3M+$240.5K2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED850,483782,427+68,056+9%$35.6M$36.8M+$1.2M2026-11-03
Compass Ion Advisors, LLC
INCREASED841,373812,609+28,764+4%$37.0M$36.4M-$534.1K2026-10-23
Mascoma Wealth Management LLC
INCREASED831,803801,959+29,844+4%$36.5M$36.0M-$464.0K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED813,059656,664+156,395+24%$29.9M$35.2M+$5.3M2026-11-06
Scott Capital Advisors, LLC
INCREASED804,410722,949+81,461+11%$32.9M$34.8M+$2.0M2026-10-13
Vicus Capital
INCREASED784,391769,512+14,879+2%$35.0M$34.0M-$1.0M2026-11-05
Founders Financial Securities LLC
INCREASED778,543733,356+45,187+6%$33.4M$33.7M+$350.5K2026-10-28
Stone House Investment Management, LLC
DECREASED778,448780,129-1,6810%$35.5M$33.7M-$1.8M2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED737,489662,811+74,678+11%$30.2M$31.9M+$1.8M2026-10-16
Souders Financial Advisors
INCREASED725,057713,409+11,648+2%$32.5M$31.4M-$1.1M2026-11-03
Creative Planning
DECREASED706,986738,717-31,731-4%$33.6M$30.6M-$3.0M2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED696,387603,317+93,070+15%$27.4M$30.2M+$2.7M2026-10-16
Valley National Advisers Inc
INCREASED688,428680,582+7,846+1%$31.0M$29.8M-$1.2M2026-10-23
Farther Finance Advisors, LLC
INCREASED687,489664,235+23,254+4%$30.2M$29.8M-$448.1K2026-10-08
Koshinski Asset Management, Inc.
INCREASED680,939636,549+44,390+7%$29.0M$29.5M+$528.0K2026-10-29
WBH Advisory Inc
DECREASED680,477729,218-48,741-7%$33.2M$29.5M-$3.7M2026-11-05
Wealth Management Resources, Inc.
INCREASED678,272656,681+21,591+3%$29.9M$29.4M-$503.3K2026-10-21
BG Investment Services, LLC
INCREASED672,231527,196+145,035+28%$24.0M$29.1M+$5.1M2026-10-23
Wealth Alliance Advisory Group, LLC
DECREASED671,936674,141-2,2050%$30.7M$29.1M-$1.6M2026-10-14
Linscomb Wealth, Inc.
INCREASED648,991537,070+111,921+21%$24.4M$28.1M+$3.7M2026-11-05
Sard Wealth Management Group, LLC
INCREASED640,420612,680+27,740+5%$27.9M$27.7M-$140.6K2026-10-16
Targeted Financial Services LLC
DECREASED611,150615,521-4,371-1%$28.0M$26.5M-$1.5M2026-10-19
Andrews Advisory Associates, LLC
INCREASED593,175556,482+36,693+7%$25.3M$25.7M+$370.1K2026-10-15
SilverOak Wealth Management LLC
INCREASED593,143217,999+375,144+172%$9.9M$25.7M+$15.8M2026-10-29
Perigon Wealth Management, LLC
INCREASED581,358563,259+18,099+3%$25.6M$25.2M-$449.8K2026-10-22
Rise Advisors, LLC
INCREASED576,937573,804+3,133+1%$26.1M$25.0M-$1.1M2026-10-16
Hunter Associates Investment Management LLC
DECREASED569,828663,881-94,053-14%$30.2M$24.7M-$5.6M2026-10-26
DeDora Capital, Inc.
DECREASED569,345577,902-8,557-1%$26.3M$24.7M-$1.6M2026-10-26
EnRich Financial Partners LLC
INCREASED559,534551,216+8,318+2%$25.1M$24.2M-$847.0K2026-10-21
Spire Wealth Management
INCREASED557,120544,210+12,910+2%$24.8M$24.1M-$632.8K2026-10-30
Capital Wealth Management, LLC
DECREASED554,146663,628-109,482-16%$30.2M$24.0M-$6.2M2026-10-27
Lebenthal Global Advisors, LLC
INCREASED525,237305,396+219,841+72%$13.9M$22.7M+$8.9M2026-10-28
Pittenger & Anderson Inc
INCREASED515,928449,653+66,275+15%$20.5M$22.3M+$1.9M2026-11-02
KFA Private Wealth Group, LLC
INCREASED510,987476,256+34,731+7%$21.7M$22.1M+$460.9K2026-10-07
Watchman Group, Inc.
INCREASED481,578460,856+20,722+5%$21.0M$20.9M-$112.0K2026-10-16
Financial & Tax Architects, LLC
DECREASED479,844528,955-49,111-9%$24.1M$20.8M-$3.3M2026-10-15
PCA Investment Advisory Services Inc.
INCREASED475,887435,954+39,933+9%$19.9M$20.6M+$751.2K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED472,319399,944+72,375+18%$18.1M$20.5M+$2.4M2026-10-13
Valmark Advisers, Inc.
INCREASED469,545455,014+14,531+3%$20.7M$20.3M-$367.3K2026-11-06
Occidental Asset Management, LLC
INCREASED467,978430,900+37,078+9%$19.6M$20.3M+$661.8K2026-11-05
CPA Asset Management Group, LLC
DECREASED464,415508,821-44,406-9%$23.1M$20.1M-$3.0M2026-10-26
tru Independence LLC
INCREASED455,303435,727+19,576+4%$19.8M$19.7M-$106.6K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED455,262434,951+20,311+5%$19.8M$19.7M-$73.1K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED449,590454,066-4,476-1%$20.7M$19.5M-$1.2M2026-11-03
Gainline Financial Partners, LLC
INCREASED445,423383,552+61,871+16%$17.4M$19.3M+$1.8M2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED440,074420,968+19,106+5%$19.1M$19.1M-$94.6K2026-10-20
Buttonwood Financial Advisors Inc.
INCREASED430,577426,451+4,126+1%$19.4M$18.6M-$755.3K2026-10-13
TrueWealth Advisors, LLC
DECREASED428,100616,590-188,490-31%$28.0M$18.5M-$9.5M2026-10-09
Baker Boyer National Bank
INCREASED424,900421,979+2,921+1%$19.2M$18.4M-$797.7K2026-11-05
D.A. Davidson & Co.
INCREASED421,228395,870+25,358+6%$18.0M$18.2M+$231.0K2026-10-28
Truist Financial Corp
INCREASED418,085297,221+120,864+41%$13.5M$18.1M+$4.6M2026-10-30
Pearl Planning LLC
INCREASED416,375385,581+30,794+8%$17.5M$18.0M+$489.0K2026-10-13
Waterway Wealth Management, LLC
DECREASED406,651462,712-56,061-12%$20.3M$16.9M-$3.4M2026-10-28
Selby Wealth Management, LLC
INCREASED398,111396,355+1,756+0%$18.0M$17.2M-$792.0K2026-10-16
Schneider Downs Wealth Management Advisors, LP
INCREASED395,583376,993+18,590+5%$17.1M$17.1M-$20.7K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED395,080354,540+40,540+11%$16.1M$17.1M+$978.9K2026-11-05
Destiny Wealth Partners, LLC
INCREASED385,777297,650+88,127+30%$13.3M$17.0M+$3.7M2026-11-05
Courier Capital LLC
INCREASED366,772344,513+22,259+6%$15.7M$15.9M+$209.3K2026-10-19
EdgeRock Capital LLC
INCREASED365,866361,305+4,561+1%$16.4M$15.8M-$593.8K2026-11-03
ETF Portfolio Partners, Inc.
DECREASED362,653399,567-36,914-9%$18.2M$15.7M-$2.5M2026-10-22
Forbes Financial Planning, Inc.
DECREASED358,580358,978-3980%$16.3M$15.5M-$803.4K2026-10-23
15 Wealth Advisors LLC
NEW358,442—+358,442——$15.5M—2026-10-14
Baker Ellis Asset Management LLC
DECREASED355,361368,299-12,938-4%$16.8M$15.4M-$1.4M2026-10-14
Sentinel Pension Advisors, LLC
INCREASED351,930339,398+12,532+4%$15.4M$15.2M-$132.8K2026-11-02
Salus Financial Advisors, LLC
INCREASED351,186343,812+7,374+2%$15.6M$15.2M-$433.6K2026-10-20
Vise Technologies, Inc.
INCREASED347,182151,966+195,216+128%$6.9M$15.0M+$8.1M2026-10-29
Genesis Private Wealth, LLC
INCREASED345,605328,860+16,745+5%$15.0M$15.0M+$4.9K2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED342,052241,080+100,972+42%$11.0M$14.8M+$3.8M2026-10-21
Apella Capital, LLC
INCREASED341,964273,252+68,712+25%$12.4M$14.8M+$2.4M2026-10-08
Cyr Financial Inc.
INCREASED335,580308,567+27,013+9%$14.0M$14.5M+$493.9K2026-10-16
TrustWell Financial Advisors, LLC
INCREASED330,371299,869+30,502+10%$13.6M$14.3M+$664.0K2026-10-15
Physician Wealth Advisors, Inc.
DECREASED325,961357,130-31,169-9%$16.2M$14.1M-$2.1M2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED324,065324,06500%$14.7M$14.7M$02026-11-03
Unique Wealth Strategies, LLC
UNCHANGED323,842323,84200%$14.7M$14.7M$02026-10-13
Mountain Hill Investment Partners Corp.
DECREASED320,948322,348-1,4000%$14.7M$13.9M-$766.6K2026-10-23
LongView Wealth Management
INCREASED319,331309,647+9,684+3%$14.1M$13.8M-$258.8K2026-10-19
Steph & Co
INCREASED316,767248,913+67,854+27%$11.3M$13.7M+$2.4M2026-10-07
Destiny Capital Corp
INCREASED298,680293,356+5,324+2%$13.3M$12.9M-$411.9K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED292,926299,451-6,525-2%$13.6M$12.7M-$938.3K2026-11-04
Atria Investments, Inc
INCREASED291,881264,410+27,471+10%$12.0M$12.6M+$610.4K2026-10-15
Members Wealth LLC
INCREASED291,572289,217+2,355+1%$13.2M$12.6M-$525.6K2026-10-20
Nations Financial Group Inc,
INCREASED285,400199,888+85,512+43%$9.1M$12.4M+$3.3M2026-11-05
Barry Investment Advisors, LLC
INCREASED283,831175,149+108,682+62%$8.0M$12.3M+$4.3M2026-10-14
Holos Integrated Wealth LLC
INCREASED279,327254,878+24,449+10%$11.5M$12.2M+$657.6K2026-10-23
Lincoln Capital Corp
INCREASED277,296139,518+137,778+99%$6.3M$12.0M+$5.7M2026-10-13
Summit Wealth Group LLC / Co
INCREASED269,48223,979+245,503+1024%$1.1M$11.7M+$10.6M2026-10-29
Milestone Investment Advisors LLC
DECREASED267,505290,314-22,809-8%$13.2M$11.6M-$1.6M2026-11-05
Hicks Capital Management LLC
UNCHANGED265,775265,77500%$12.1M$12.1M$02026-10-20
CMG Global Holdings, LLC
DECREASED264,662347,605-82,943-24%$15.8M$11.5M-$4.4M2026-10-14
Dickmeyer Boyce Financial Management, Inc.
INCREASED263,383252,970+10,413+4%$11.5M$11.4M-$103.1K2026-10-08
Meriwether Wealth & Planning, LLC
DECREASED262,746402,883-140,137-35%$18.3M$11.4M-$7.0M2026-10-13
Provident Living Financial Services, Inc.
INCREASED261,790258,653+3,137+1%$11.8M$11.6M-$205.5K2026-11-03
Clarity Wealth Advisors, LLC
INCREASED260,883255,355+5,528+2%$11.6M$11.3M-$319.9K2026-10-21
Centerline Wealth Advisors, LLC
INCREASED260,669200,540+60,129+30%$9.1M$11.3M+$2.2M2026-10-15
USAdvisors Wealth Management, LLC
INCREASED258,435249,460+8,975+4%$11.3M$11.2M-$157.0K2026-10-21
Triangle Securities Wealth Management
INCREASED247,442113,168+134,274+119%$5.1M$10.7M+$5.6M2026-10-14
CMH Wealth Management LLC
INCREASED245,083209,527+35,556+17%$9.6M$10.7M+$1.1M2026-10-22
OmniStar Financial Group, Inc.
INCREASED242,726211,537+31,189+15%$9.6M$10.5M+$887.2K2026-10-26
PFG Advisors
DECREASED242,025254,449-12,424-5%$11.6M$10.5M-$1.1M2026-10-16
Essex LLC
INCREASED238,20424,147+214,057+886%$1.1M$10.3M+$9.2M2026-10-14
Diversify Wealth Management, LLC
DECREASED235,506252,758-17,252-7%$11.4M$10.3M-$1.1M2026-10-20
Diversify Advisory Services, LLC
DECREASED235,506252,758-17,252-7%$11.4M$10.3M-$1.1M2026-10-20
Flavin Financial Services, Inc.
INCREASED225,694176,177+49,517+28%$8.0M$9.8M+$1.8M2026-10-21
Schuylkill Financial LLC
INCREASED225,540215,562+9,978+5%$9.8M$9.8M-$40.0K2026-10-21
Schmidt P J Investment Management Inc
INCREASED213,334211,396+1,938+1%$9.6M$9.2M-$379.0K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED211,305186,351+24,954+13%$8.5M$9.1M+$638.8K2026-10-13
Clarity Retirement & Wealth, LLC
INCREASED208,684198,767+9,917+5%$9.0M$9.0M-$5.9K2026-11-04
Insight Wealth Partners, LLC
INCREASED208,317195,769+12,548+6%$8.9M$9.0M+$114.6K2026-10-26
Wingate Wealth Advisors, Inc.
INCREASED206,651182,375+24,276+13%$8.3M$8.9M+$651.8K2026-10-26
Mayfair Advisory Group, LLC
DECREASED206,387207,623-1,236-1%$9.3M$8.9M-$400.3K2026-10-20
Essential Planning, Llc.
INCREASED204,785164,190+40,595+25%$7.5M$8.9M+$1.4M2026-10-21
Abundance Wealth Counselors
NEW204,646—+204,646——$8.9M—2026-10-26
Weaver Consulting Group
INCREASED198,19615,388+182,808+1188%$700.0K$8.6M+$7.9M2026-10-07
Landmark Wealth Management, LLC
INCREASED191,647183,181+8,466+5%$8.3M$8.3M-$34.6K2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED189,781179,805+9,976+6%$8.2M$8.2M+$38.2K2026-10-16
BOS Asset Management, LLC
INCREASED188,642170,278+18,364+11%$7.7M$8.2M+$422.3K2026-10-09
Keystone Wealth Services, LLC
INCREASED182,934182,832+102+0%$8.3M$7.9M-$386.9K2026-11-03
Strata Wealth Advisors, LLC
INCREASED179,980166,308+13,672+8%$7.6M$7.8M+$227.8K2026-10-16
Unique Wealth, LLC
INCREASED179,783167,117+12,666+8%$7.6M$7.8M+$182.4K2026-10-16
Visionary Wealth Advisors
INCREASED179,632176,386+3,246+2%$8.0M$7.8M-$245.7K2026-11-04
Titleist Asset Management, LLC
INCREASED178,054156,527+21,527+14%$7.1M$7.7M+$589.3K2026-10-08
Parcion Private Wealth LLC
INCREASED177,812169,200+8,612+5%$7.7M$7.7M+$2.4K2026-10-28
Financial Management Network Inc
INCREASED176,232174,975+1,257+1%$7.9M$7.6M-$297.3K2026-10-09
Mccarter Private Wealth Services LLC
INCREASED174,058172,299+1,759+1%$7.8M$7.5M-$301.2K2026-10-22
Armor Investment Advisors, LLC
INCREASED172,397130,155+42,242+32%$5.9M$7.5M+$1.5M2026-10-27
Sigma Planning Corp
DECREASED171,894175,486-3,592-2%$8.0M$7.4M-$540.7K2026-10-23
Cooper Financial Group
INCREASED169,041166,592+2,449+1%$7.6M$7.3M-$258.8K2026-10-07
Parallel Advisors, LLC
INCREASED167,984149,703+18,281+12%$6.8M$7.3M+$463.7K2026-11-03
Keenan, LLC
INCREASED166,673152,558+14,115+9%$6.9M$7.2M+$277.1K2026-10-23
Sentinel Advisory Group, LLC
INCREASED166,169163,644+2,525+2%$7.4M$7.2M-$249.1K2026-10-20
Simplicity Wealth,LLC
INCREASED164,75494,429+70,325+74%$4.3M$7.1M+$2.8M2026-10-23
Level Four Advisory Services, LLC
DECREASED163,172165,602-2,430-1%$7.5M$7.1M-$467.9K2026-11-06
TD Waterhouse Canada Inc.
DECREASED161,019231,630-70,611-30%$10.5M$7.0M-$3.5M2026-10-16
Merkkuri Wealth Advisors LLC
INCREASED156,605148,873+7,732+5%$6.8M$6.8M+$8.8K2026-11-03
WealthCare Investment Partners, LLC
DECREASED154,195159,091-4,896-3%$7.2M$6.7M-$560.4K2026-11-05
Victory Financial Group, LLC
INCREASED151,952144,580+7,372+5%$6.6M$6.6M+$2.6K2026-10-27
InTrack Investment Management Inc
INCREASED151,578128,435+23,143+18%$5.8M$6.6M+$720.8K2026-10-15
Jeter Robert S II
INCREASED151,490141,085+10,405+7%$6.4M$6.6M+$208.7K2026-10-16
Accelerate Investment Advisors LLC
INCREASED149,548143,715+5,833+4%$6.5M$6.5M-$62.2K2026-11-02
Valley Wealth Managers, Inc.
INCREASED145,66275,169+70,493+94%$3.4M$6.3M+$2.9M2026-10-09
TFB Advisors LLC
INCREASED145,195144,855+340+0%$6.6M$6.3M-$302.5K2026-11-02
BridgePort Financial Solutions, LLC
INCREASED143,333141,341+1,992+1%$6.4M$6.2M-$223.3K2026-11-02
MCF Advisors LLC
DECREASED142,171142,980-809-1%$6.5M$6.2M-$348.7K2026-10-28
Oppenheimer & Co Inc
INCREASED141,571118,913+22,658+19%$5.4M$6.1M+$720.7K2026-10-26
Williams & Novak Wealth Management, LLC
DECREASED136,610202,552-65,942-33%$9.2M$5.9M-$3.3M2026-10-09
RCS Financial Planning, LLC
DECREASED135,145371,465-236,320-64%$17.0M$5.9M-$11.1M2026-10-14
Align Financial, LLC
INCREASED134,73672,671+62,065+85%$3.3M$5.8M+$2.5M2026-10-16
Clearwave Capital, LLC
DECREASED133,058143,771-10,713-7%$6.5M$5.8M-$778.7K2026-10-27
Opal Wealth Advisors, LLC
INCREASED130,941115,109+15,832+14%$5.2M$5.7M+$433.4K2026-10-16
Silverlake Wealth Management LLC
INCREASED130,337125,143+5,194+4%$5.7M$5.6M-$49.1K2026-10-21
RDA Financial Network
INCREASED129,794128,789+1,005+1%$5.9M$5.6M-$238.5K2026-10-15
Baker Avenue Asset Management, LP
DECREASED128,936132,062-3,126-2%$6.0M$5.6M-$424.6K2026-11-06
M Holdings Securities, Inc.
NEW127,188—+127,188——$5.6K—2026-11-03
Primoris Wealth Advisors, LLC
INCREASED126,802126,399+403+0%$5.7M$5.5M-$252.9K2026-10-28
Fifth Third Bancorp
DECREASED126,790161,461-34,671-21%$7.3M$5.5M-$1.9M2026-11-05
Chesley Taft & Associates LLC
INCREASED124,815120,215+4,600+4%$5.5M$5.4M-$64.1K2026-10-13
Intrua Financial, LLC
DECREASED123,371130,029-6,658-5%$5.9M$5.3M-$573.0K2026-10-28
IFP Advisors, Inc
INCREASED122,635120,520+2,115+2%$5.5M$5.3M-$172.4K2026-10-16
Quad-Cities Investment Group, LLC
DECREASED119,101130,495-11,394-9%$5.9M$5.2M-$779.1K2026-10-16
Flagship Harbor Advisors, LLC
INCREASED115,653105,113+10,540+10%$4.8M$5.0M+$226.2K2026-10-26
Maple Capital Management, Inc.
DECREASED112,980114,614-1,634-1%$5.2M$4.9M-$321.8K2026-11-02
Rede Wealth, LLC
INCREASED110,15190,754+19,397+21%$4.1M$4.8M+$641.1K2026-10-22
Ipsen Advisor Group LLC
INCREASED110,109108,249+1,860+2%$4.9M$4.8M-$156.5K2026-10-29
Allen Capital Group, LLC
INCREASED109,109108,405+704+1%$4.9M$4.7M-$206.9K2026-10-27
Axxcess Wealth Management, LLC
DECREASED107,168194,598-87,430-45%$8.9M$4.6M-$4.2M2026-10-21
First United Bank & Trust
DECREASED106,800111,969-5,169-5%$5.1M$4.6M-$469.0K2026-10-22
Advisor OS, LLC
DECREASED106,462147,684-41,222-28%$6.7M$4.6M-$2.1M2026-11-03
PKS Advisory Services, LLC
UNCHANGED106,321106,32100%$4.8M$4.8M$02026-10-26
Onyx Bridge Wealth Group LLC
DECREASED105,597108,547-2,950-3%$4.9M$4.6M-$365.5K2026-10-16
Family Capital Management, Inc.
INCREASED104,30599,317+4,988+5%$4.5M$4.5M-$1.5K2026-11-03
DecisionMap Wealth Management, LLC
INCREASED104,19093,406+10,784+12%$4.2M$4.5M+$262.4K2026-10-29
Fell Capital Management
INCREASED103,94285,956+17,986+21%$3.9M$4.5M+$590.6K2026-10-09
Eagle Rock Investment Company, LLC
INCREASED101,94796,151+5,796+6%$4.4M$4.4M+$40.4K2026-10-21
Clear Investment Research, LLC
INCREASED100,61698,897+1,719+2%$4.5M$4.4M-$142.1K2026-11-06
Centurion Wealth Management LLC
INCREASED99,88833,686+66,202+197%$1.5M$4.3M+$2.8M2026-10-13
Hoxton Planning & Management, LLC
INCREASED99,78627,606+72,180+261%$1.3M$4.3M+$3.1M2026-10-15
Cornerstone Wealth, LLC
DECREASED97,597101,535-3,938-4%$4.6M$4.3M-$298.4K2026-10-28
KG Capital Management
INCREASED94,94891,717+3,231+4%$4.2M$4.1M-$61.0K2026-10-15
Carnegie Investment Counsel
DECREASED87,525126,465-38,940-31%$5.8M$3.8M-$2.0M2026-10-20
Paragon Advisors, LLC
INCREASED86,95370,169+16,784+24%$3.2M$3.8M+$573.1K2026-11-03
Bryant Woods Investment Advisors, LLC
DECREASED85,97586,343-3680%$3.9M$3.7M-$204.7K2026-10-26
Bucket List Wealth Management, LLC
INCREASED85,47385,379+94+0%$3.9M$3.7M-$182.9K2026-10-22
Leelyn Smith, LLC
DECREASED84,766702,891-618,125-88%$32.0M$3.7M-$28.3M2026-11-03
Riverbend Wealth Management, LLC
INCREASED83,86848,852+35,016+72%$2.2M$3.6M+$1.4M2026-10-15
Mission Financial Group, LLC
INCREASED83,80857,468+26,340+46%$2.6M$3.6M+$1.0M2026-10-21
Apollon Financial, LLC
INCREASED83,54563,388+20,157+32%$2.9M$3.6M+$733.9K2026-10-23
Red Mountain Financial, LLC
INCREASED82,96982,282+687+1%$3.7M$3.6M-$150.4K2026-11-03
Ascentis Independent Advisors
NEW82,402—+82,402——$3.6M—2026-11-03
21 West Wealth Management LLC
INCREASED82,29378,463+3,830+5%$3.6M$3.6M-$6.0K2026-10-13
Creative Financial Designs Inc
DECREASED82,213194,201-111,988-58%$8.8M$3.6M-$5.3M2026-11-04
Fiduciary Alliance LLC
INCREASED81,21780,388+829+1%$3.7M$3.5M-$140.2K2026-10-13
Clearview Wealth Management LLC
DECREASED80,642123,015-42,373-34%$5.6M$3.5M-$2.1M2026-10-16
TritonPoint Partners, LLC
DECREASED78,580111,623-33,043-30%$5.1M$3.4M-$1.7M2026-11-05
Merit Financial Group, LLC
INCREASED77,33433,432+43,902+131%$1.5M$3.3M+$1.8M2026-11-06
Walker Financial Services, Inc.
DECREASED75,33792,048-16,711-18%$4.2M$3.3M-$925.2K2026-10-26
Crosspoint Financial, LLC
INCREASED75,06619,930+55,136+277%$906.6K$3.3M+$2.3M2026-11-03
Soltis Investment Advisors LLC
DECREASED73,62273,651-290%$3.4M$3.2M-$162.5K2026-10-28
Norris Perne & French LLP
INCREASED73,48070,059+3,421+5%$3.2M$3.2M-$5.3K2026-10-23
Benchmark Financial Wealth Advisors, LLC
INCREASED72,00630,159+41,847+139%$1.4M$3.1M+$1.7M2026-10-20
Split Rock Private Trading & Wealth Management, LLC
DECREASED71,561129,816-58,255-45%$5.9M$3.1M-$2.8M2026-10-15
Cullen T Bankers, Inc.
INCREASED70,51127,232+43,279+159%$1.2M$3.1M+$1.8M2026-10-28
Professional Financial Advisors, LLC
INCREASED69,89260,375+9,517+16%$2.7M$3.0M+$279.9K2026-10-13
Capital Asset Advisory Services LLC
INCREASED68,75368,710+43+0%$3.1M$3.0M-$90.9K2026-10-30
Woodside Wealth Management LLC
INCREASED68,57851,464+17,114+33%$2.3M$3.0M+$628.3K2026-10-16
Kearns & Associates LLC
INCREASED68,03535,785+32,250+90%$1.6M$2.9M+$1.3M2026-10-09
Midwest Financial Network, LLC
INCREASED65,93723,425+42,512+181%$1.1M$2.9M+$1.8M2026-10-13
Legacy Solutions, LLC
INCREASED64,92459,565+5,359+9%$2.7M$2.8M+$101.6K2026-10-07
Verity Asset Management, Inc.
INCREASED64,26064,036+224+0%$2.9M$2.8M-$130.6K2026-10-30
Schwallier Wealth Management LLC
DECREASED63,76971,217-7,448-10%$3.2M$2.8M-$478.5K2026-11-05
Harmony Asset Management LLC
DECREASED62,97774,753-11,776-16%$3.4M$2.7M-$673.6K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED61,85564,935-3,080-5%$3.0M$2.7M-$275.6K2026-10-08
Sage Private Wealth Group, LLC
NEW60,374—+60,374——$2.6M—2026-10-21
Indivisible Partners
INCREASED59,79239,905+19,887+50%$1.8M$2.6M+$773.7K2026-10-26
Worth Asset Management, LLC
INCREASED58,17836,576+21,602+59%$1.7M$2.5M+$855.3K2026-10-07
Gerber, LLC
INCREASED58,08542,651+15,434+36%$1.9M$2.5M+$574.9K2026-10-21
Bright Financial Advisors, Inc.
INCREASED56,98734,921+22,066+63%$1.6M$2.5M+$879.0K2026-10-23
Rinkey Investments
INCREASED56,78346,065+10,718+23%$2.1M$2.5M+$363.2K2026-10-28
United Advisor Group, LLC
INCREASED55,76143,011+12,750+30%$2.0M$2.4M+$457.9K2026-11-03
Sugar Maple Asset Management, LLC
UNCHANGED55,17055,17000%$2.5M$2.4M-$120.8K2026-10-13
Ascent Group, LLC
DECREASED55,15157,249-2,098-4%$2.6M$2.4M-$216.2K2026-10-30
Transcendent Capital Group LLC
INCREASED54,84653,729+1,117+2%$2.4M$2.4M-$69.3K2026-10-28
AdvisorNet Financial, Inc
DECREASED54,79556,184-1,389-2%$2.6M$2.4M-$170.1K2026-10-15
Eley Financial Management, Inc
INCREASED54,00950,783+3,226+6%$2.3M$2.3M+$28.5K2026-11-03
Powell Investment Advisors, LLC
DECREASED53,93754,171-2340%$2.5M$2.3M-$129.0K2026-10-22
Kuhn & Co Investment Counsel
INCREASED53,60750,924+2,683+5%$2.3M$2.3M+$4.7K2026-10-29
Bond & Devick Financial Network, Inc.
INCREASED53,52249,478+4,044+8%$2.3M$2.3M+$66.7K2026-10-23
Uptick Partners, LLC
DECREASED53,18087,568-34,388-39%$4.0M$2.3M-$1.7M2026-11-04
XY Planning Network, Inc.
DECREASED52,75472,939-20,185-28%$3.3M$2.3M-$1.0M2026-10-14
Foronjy Financial LLC
DECREASED52,52359,415-6,892-12%$2.7M$2.3M-$428.5K2026-10-14
Next Level Wealth Planning, LLC
INCREASED52,06042,797+9,263+22%$1.9M$2.3M+$307.3K2026-10-29
Wise Wealth Partners
DECREASED52,03963,596-11,557-18%$2.9M$2.3M-$639.7K2026-10-14
Fifth Third Securities, Inc.
DECREASED51,506100,599-49,093-49%$4.6M$2.2M-$2.3M2026-10-21
Warwick Investment Management, Inc.
DECREASED50,08357,326-7,243-13%$2.6M$2.2M-$439.2K2026-10-19
Interchange Capital Partners, LLC
INCREASED48,89448,060+834+2%$2.2M$2.1M-$69.1K2026-10-28
Mascagni Wealth Management, Inc.
DECREASED48,84158,779-9,938-17%$2.7M$2.1M-$559.0K2026-10-23
CRA Financial Services, LLC
DECREASED48,47851,319-2,841-6%$2.3M$2.1M-$235.4K2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED48,37748,761-384-1%$2.2M$2.1M-$123.4K2026-10-08
Bangor Savings Bank
UNCHANGED48,03948,03900%$2.2M$2.1M-$105.2K2026-10-06
Defined Wealth Management, LLC
INCREASED47,52047,319+201+0%$2.2M$2.1M-$94.9K2026-10-19
StoneX Group Inc.
INCREASED46,72246,289+433+1%$2.1M$2.0M-$81.7K2026-11-03
Plan A Wealth LLC
INCREASED44,64125,391+19,250+76%$1.2M$1.9M+$777.9K2026-10-08
MFG Investments, LLC
NEW42,805—+42,805——$1.9M—2026-10-30
First Bank & Trust
INCREASED42,40442,396+8+0%$1.9M$1.8M-$92.5K2026-10-19
Lido Advisors, LLC
DECREASED41,60544,020-2,415-5%$2.0M$1.8M-$208.4K2026-11-04
Fullerton Advisors, LLC
DECREASED41,11144,170-3,059-7%$2.0M$1.8M-$229.2K2026-10-14
McAdam, LLC
INCREASED40,37720,641+19,736+96%$939.0K$1.7M+$809.4K2026-10-21
Iron Financial LLC
DECREASED39,15439,223-690%$1.8M$1.7M-$88.9K2026-10-23
Ballast Financial Advisors LLC
INCREASED39,12035,392+3,728+11%$1.6M$1.7M+$83.9K2026-10-26
Magnus Financial Group LLC
NEW38,695—+38,695——$1.7M—2026-10-21
Lakeshore Capital Group, Inc.
INCREASED37,49431,209+6,285+20%$1.4M$1.6M+$203.8K2026-10-20
Anchor Capital Advisors LLC
DECREASED36,03436,331-297-1%$1.7M$1.6M-$92.4K2026-11-05
Shore Point Advisors, LLC
DECREASED34,92886,451-51,523-60%$3.5M$1.1M-$2.4M2026-10-14
Fairvoy Private Wealth, LLC
INCREASED34,68827,699+6,989+25%$1.3M$1.5M+$242.0K2026-10-19
JFS Wealth Advisors, LLC
INCREASED34,30334,239+64+0%$1.6M$1.5M-$72.2K2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED33,91132,188+1,723+5%$1.5M$1.5M-$802026-10-14
US Bancorp \de\
INCREASED33,90932,433+1,476+5%$1.5M$1.5M-$7.1K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED33,65041,075-7,425-18%$1.9M$1.5M-$411.4K2026-10-08
CoreCap Advisors, LLC
INCREASED33,63924,795+8,844+36%$1.1M$1.5M+$328.6K2026-10-08
Dahring | Cusmano LLC
DECREASED33,52863,583-30,055-47%$2.9M$1.5M-$1.4M2026-11-03
Traveka Wealth, LLC
INCREASED32,93124,028+8,903+37%$1.1M$1.4M+$332.9K2026-10-19
Kestra Investment Management, LLC
INCREASED32,76625,988+6,778+26%$1.2M$1.4M+$236.6K2026-11-04
VestGen Advisors, LLC
INCREASED32,70331,149+1,554+5%$1.4M$1.4M-$9282026-10-27
National Wealth Management Group, LLC
DECREASED32,56443,061-10,497-24%$2.0M$1.4M-$548.8K2026-10-26
WealthBridge Capital Management, LLC
INCREASED32,45031,963+487+2%$1.5M$1.4M-$48.9K2026-10-16
HB Wealth Management, LLC
INCREASED32,40421,383+11,021+52%$972.7K$1.4M+$430.4K2026-10-23
Connecticut Wealth Management, LLC
DECREASED32,16532,438-273-1%$1.5M$1.4M-$82.9K2026-10-13
Quadrant Capital Group LLC
UNCHANGED31,60831,60800%$1.4M$1.4M-$62.3K2026-10-20
Financial Freedom, LLC
DECREASED31,25833,051-1,793-5%$1.5M$1.4M-$150.0K2026-11-06
Independent Financial Group, LLC
INCREASED30,12529,355+770+3%$1.3M$1.3M-$30.9K2026-10-13
Money Concepts Capital Corp
INCREASED29,97422,383+7,591+34%$1.0M$1.3M+$279.7K2026-11-06
Waterfront Wealth Inc.
INCREASED29,77728,996+781+3%$1.3M$1.3M-$7.4K2026-11-03
NWF Advisory Services Inc.
INCREASED28,42726,342+2,085+8%$1.2M$1.2M+$32.6K2026-10-19
Steel Grove Capital Advisors, LLC
UNCHANGED26,98826,98800%$1.2M$1.2M-$59.1K2026-10-13
Arwa LLC
INCREASED26,1734,853+21,320+439%$219.7K$1.1M+$919.4K2026-10-21
MMA Asset Management LLC
INCREASED26,01725,010+1,007+4%$1.1M$1.1M-$11.2K2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED25,78029,640-3,860-13%$1.4M$1.1M-$232.8K2026-10-16
Curtis Advisory Group, LLC
INCREASED25,63325,075+558+2%$1.1M$1.1M-$30.8K2026-10-28
Asempa Wealth Advisors
INCREASED25,52025,399+121+0%$1.2M$1.1M-$48.9K2026-10-07
Insight Wealth Strategies, LLC
DECREASED23,92024,378-458-2%$1.1M$1.0M-$71.0K2026-10-09
Ibex Wealth Advisors
DECREASED23,76823,856-880%$1.1M$1.0M-$56.1K2026-11-06
Latitude Advisors, LLC
INCREASED23,38320,506+2,877+14%$932.8K$1.0M+$79.7K2026-10-27
Bfsg, LLC
DECREASED23,03523,726-691-3%$1.1M$997.4K-$81.9K2026-10-30
RCW Management, LLC
INCREASED22,59018,774+3,816+20%$854.0K$978.1K+$124.1K2026-10-30
Cedar Point Capital Partners, LLC
INCREASED22,53922,226+313+1%$1.0M$975.9K-$35.2K2026-10-29
Post Resch Tallon Group Inc.
UNCHANGED22,52222,52200%$1.0M$975.2K-$49.3K2026-10-09
Assetmark, Inc
DECREASED22,00226,972-4,970-18%$1.2M$952.7K-$274.3K2026-10-21
Traynor Capital Management, Inc.
INCREASED21,73916,129+5,610+35%$733.7K$941.3K+$207.6K2026-10-29
IFS Advisors, LLC
NEW21,670—+21,670——$938.3K—2026-10-14
Partners Wealth Management, LLC
NEW21,448—+21,448——$932.2K—2026-10-28
Cosner Financial Group, LLC
INCREASED20,68419,932+752+4%$906.7K$895.5K-$11.2K2026-11-03
CGN Advisors LLC
INCREASED20,12618,717+1,409+8%$851.4K$871.5K+$20.0K2026-10-21
Csenge Advisory Group
DECREASED19,35321,729-2,376-11%$988.5K$838.0K-$150.5K2026-11-04
FSM Wealth Advisors, LLC
NEW18,551—+18,551——$806.0K—2026-10-27
Clearstead Trust, LLC
INCREASED18,33716,525+1,812+11%$751.7K$794.0K+$42.3K2026-11-06
Trust Investment Advisors
UNCHANGED18,29218,29200%$832.1K$792.0K-$40.1K2026-10-20
Golden State Wealth Management, LLC
DECREASED17,84058,462-40,622-69%$2.7M$772.5K-$1.9M2026-11-02
Insight Advisors, LLC/ PA
DECREASED17,83318,188-355-2%$827.4K$772.2K-$55.2K2026-10-22
Park Avenue Securities LLC
INCREASED17,46516,660+805+5%$758.0K$756.0K-$2.0K2026-10-26
Triad Wealth Partners, LLC
DECREASED17,14025,469-8,329-33%$1.1M$742.2K-$399.6K2026-10-26
Mainsail Financial Group, LLC
DECREASED16,61719,941-3,324-17%$907.1K$719.5K-$187.6K2026-10-23
Register Financial Advisors LLC
DECREASED16,60821,479-4,871-23%$977.1K$719.1K-$257.9K2026-10-23
KOM Wealth Management Group, LLC
INCREASED16,59414,459+2,135+15%$657.7K$718.5K+$60.8K2026-10-15
Chris Bulman Inc
INCREASED16,42916,272+157+1%$740.3K$711.4K-$28.9K2026-10-20
Elevation Wealth Management LLC
INCREASED16,25113,420+2,831+21%$612.7K$706.3K+$93.6K2026-11-02
Provenance Wealth Advisors, LLC
NEW15,798—+15,798——$684.1K—2026-10-30
Gaddis Premier Wealth Advisors LLC
DECREASED15,49422,773-7,279-32%$1.0M$670.9K-$365.1K2026-10-29
Trademark Financial Management, LLC
DECREASED15,42817,223-1,795-10%$783.5K$668.0K-$115.4K2026-10-23
Ledyard National Bank
INCREASED14,4465,450+8,996+165%$247.9K$625.5K+$377.6K2026-10-21
TradeWell Securities, Llc.
NEW14,338—+14,338——$620.8K—2026-10-21
AMG National Trust Bank
UNCHANGED14,31914,31900%$651.4K$620.0K-$31.4K2026-11-05
Fortitude Advisory Group L.L.C.
INCREASED14,31213,377+935+7%$608.5K$619.7K+$11.2K2026-10-15
TD Private Client Wealth LLC
INCREASED14,1715,845+8,326+142%$265.9K$613.6K+$347.7K2026-10-28
Dupree Financial Group, LLC
INCREASED13,94813,900+48+0%$632.3K$603.9K-$28.4K2026-10-09
EverSource Wealth Advisors, LLC
DECREASED13,90914,279-370-3%$649.5K$602.3K-$47.3K2026-11-04
Mann Financial Group, Inc.
INCREASED13,7865,148+8,638+168%$234.2K$596.9K+$362.8K2026-10-15
Fortress Financial Group, LLC
DECREASED13,56815,237-1,669-11%$693.1K$587.5K-$105.7K2026-10-21
Regatta Capital Group, LLC
INCREASED13,34613,341+5+0%$606.9K$577.9K-$29.0K2026-10-23
Beam Wealth Advisors, Inc.
INCREASED13,23712,774+463+4%$583.2K$575.4K-$7.9K2026-11-03
Flagstar Securities, Inc
NEW13,123—+13,123——$569.9K—2026-10-15
William Howard & Co Financial Advisors Inc
UNCHANGED12,96412,96400%$589.7K$561.3K-$28.4K2026-11-04
Burns Matteson Capital Management, LLC
DECREASED12,76312,922-159-1%$587.8K$552.6K-$35.2K2026-10-16
Towercrest Capital Management
UNCHANGED12,63612,63600%$574.8K$547.1K-$27.7K2026-10-23
MidAtlantic Capital Management, Inc.
DECREASED12,60514,787-2,182-15%$672.6K$545.8K-$126.9K2026-11-05
Nova Financial LLC
NEW12,545—+12,545——$543.2K—2026-11-04
Miller Financial Services LLC
UNCHANGED12,40912,40900%$564.5K$537.3K-$27.2K2026-10-20
Grimes & Co Wealth Management, LLC
INCREASED12,35512,218+137+1%$555.8K$535.0K-$20.8K2026-10-29
BIP Wealth, LLC
INCREASED12,14410,299+1,845+18%$468.5K$525.8K+$57.4K2026-10-22
First Heartland Consultants, Inc.
DECREASED12,10012,846-746-6%$584.4K$523.9K-$60.4K2026-10-08
John W. Brooker & Co., CPAs
DECREASED11,89323,687-11,794-50%$1.1M$515.0K-$562.5K2026-10-21
Asset One Wealth Management LLC
DECREASED11,87712,768-891-7%$578.1K$514.3K-$63.9K2026-11-02
Emerald Advisors, LLC
NEW11,727—+11,727——$507.8K—2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED11,55710,196+1,361+13%$463.8K$500.4K+$36.6K2026-10-14
CGC Financial Services, LLC
DECREASED11,52712,903-1,376-11%$587.0K$499.1K-$87.8K2026-10-13
MontVue Capital Management, Inc.
DECREASED11,24711,683-436-4%$531.5K$487.0K-$44.5K2026-10-19
Winebrenner Capital Management LLC
INCREASED11,22611,099+127+1%$504.9K$486.1K-$18.8K2026-10-07
Endeavor Private Wealth, Inc.
INCREASED10,8368,648+2,188+25%$394.9K$471.0K+$76.1K2026-11-05
Integrated Advisors Network LLC
DECREASED10,71713,060-2,343-18%$594.1K$464.0K-$130.1K2026-10-20
Plus Group Wealth Advisors LLC
INCREASED10,7029,070+1,632+18%$412.6K$463.4K+$50.8K2026-10-19
Invested Advisors
INCREASED10,7016,526+4,175+64%$296.9K$463.3K+$166.5K2026-10-23
PUREfi Wealth, LLC
INCREASED10,6528,529+2,123+25%$388.0K$461.2K+$73.2K2026-10-19
Gould Asset Management LLC
INCREASED10,6209,745+875+9%$443.3K$459.8K+$16.5K2026-11-06
Milestone Asset Management, LLC
DECREASED10,34010,747-407-4%$488.9K$447.7K-$41.2K2026-10-15
Sowell Financial Services LLC
DECREASED10,12069,536-59,416-85%$3.2M$438.2K-$2.7M2026-10-23
GreatBanc Trust Co
UNCHANGED10,00010,00000%$454.9K$433.0K-$21.9K2026-11-04
Savant Capital, LLC
NEW9,885—+9,885——$428.0K—2026-11-06
Seelaus Asset Management LLC
DECREASED9,60510,775-1,170-11%$490.2K$415.9K-$74.3K2026-10-14
Old Mission Investment Co LLC
DECREASED9,49810,556-1,058-10%$482.0K$412.8K-$69.1K2026-10-22
Focus Financial Network, Inc.
DECREASED9,49810,023-525-5%$457.7K$412.8K-$44.8K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED9,493190,116-180,623-95%$8.6M$411.0K-$8.2M2026-10-23
Abacus Planning Group, Inc.
UNCHANGED9,3659,36500%$426.0K$405.5K-$20.5K2026-11-02
Boyum Wealth Architects LLC
DECREASED9,23528,666-19,431-68%$1.3M$399.7K-$893.1K2026-10-06
Breakwater Capital Group
DECREASED9,2069,876-670-7%$449.3K$398.6K-$50.6K2026-10-09
Investment Planning Advisors, Inc.
DECREASED9,19410,666-1,472-14%$485.2K$398.1K-$87.1K2026-10-14
Greenspring Advisors, LLC
UNCHANGED9,1729,17200%$417.2K$397.1K-$20.1K2026-11-05
Apollon Wealth Management, LLC
DECREASED9,17111,495-2,324-20%$522.9K$397.1K-$125.8K2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED9,1199,11900%$414.8K$398.3K-$16.5K2026-10-26
LCW Services, LLC
INCREASED8,9138,641+272+3%$393.1K$385.9K-$7.1K2026-10-21
Caliber Wealth Management, LLC / KS
INCREASED8,7488,630+118+1%$392.6K$378.8K-$13.8K2026-11-04
Lazari Capital Management, Inc.
UNCHANGED8,6748,67400%$394.6K$375.6K-$19.0K2026-10-20
Certified Advisory Corp
DECREASED8,66620,931-12,265-59%$952.1K$375.3K-$576.9K2026-10-29
Aurora Private Wealth, Inc.
INCREASED8,5898,002+587+7%$364.0K$372.0K+$8.0K2026-10-20
Dudley Capital Management, LLC
UNCHANGED8,4808,48000%$385.8K$367.2K-$18.6K2026-10-23
James J. Burns & Company, LLC
INCREASED8,2506,948+1,302+19%$316.1K$357.2K+$41.1K2026-10-22
Advisory Solutions Group, LLC
INCREASED8,1946,481+1,713+26%$294.8K$354.8K+$60.0K2026-10-14
Reicon Wealth Advisors, LLC
INCREASED8,0947,027+1,067+15%$319.7K$350.5K+$30.8K2026-11-04
Allegheny Financial Group
DECREASED7,99211,412-3,420-30%$519.2K$346.1K-$173.1K2026-11-05
Wealth Quarterback LLC
INCREASED7,9377,841+96+1%$356.7K$343.7K-$13.0K2026-10-20
Investment Research Partners LLC
INCREASED7,9345,803+2,131+37%$264.0K$343.5K+$79.6K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED7,7617,559+202+3%$343.9K$336.0K-$7.8K2026-10-13
Caldwell Trust Co
INCREASED7,378746+6,632+889%$33.9K$319.5K+$285.5K2026-10-30
RMR Wealth Builders
DECREASED7,30945,208-37,899-84%$2.1M$317.7K-$1.7M2026-10-22
Root Financial Partners, LLC
NEW7,107—+7,107——$307.7K—2026-10-21
Nikulski Financial, Inc.
INCREASED7,0466,752+294+4%$307.1K$305.1K-$2.1K2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED6,9457,428-483-6%$337.9K$300.7K-$37.2K2026-11-04
Catalyst Investment Management LLC
NEW6,840—+6,840——$296.2K—2026-10-21
Sound Income Strategies, LLC
NEW6,524—+6,524——$283.5K—2026-10-09
Kingsman Wealth Management, Inc.
INCREASED6,4136,340+73+1%$288.4K$277.7K-$10.7K2026-10-13
Swmg, LLC
NEW6,338—+6,338——$279.8K—2026-10-23
Tcfg Investment Advisors, LLC
INCREASED6,3225,911+411+7%$268.9K$273.7K+$4.9K2026-10-20
Sensenig Capital Advisors, Inc
INCREASED6,3126,266+46+1%$285.0K$273.3K-$11.7K2026-10-23
Saxon Interests, Inc.
INCREASED6,2866,087+199+3%$276.9K$272.2K-$4.7K2026-10-26
Diversified Trust Co
DECREASED6,1777,288-1,111-15%$331.5K$267.5K-$64.1K2026-11-06
Snider Financial Group
INCREASED5,9065,885+21+0%$267.7K$255.7K-$12.0K2026-10-16
Davenport & Co LLC
DECREASED5,8376,925-1,088-16%$315.0K$252.8K-$62.2K2026-10-14
Apex Wealth Management, LLC
DECREASED5,78146,438-40,657-88%$2.1M$250.3K-$1.9M2026-10-20
Capital CS Group, LLC
INCREASED5,7814,866+915+19%$221.4K$250.3K+$29.0K2026-10-29
World Equity Group, Inc.
DECREASED5,68319,037-13,354-70%$866.0K$246.1K-$619.9K2026-10-14
Foguth Wealth Management, Llc.
INCREASED5,6095,056+553+11%$228.4K$245.8K+$17.4K2026-10-19
Stevens Capital Partners
DECREASED5,5385,592-54-1%$254.4K$239.8K-$14.6K2026-10-29
Dynamic Financial Group
NEW5,520—+5,520——$239.0K—2026-10-28
Venture Visionary Partners LLC
DECREASED5,49816,118-10,620-66%$733.2K$238.1K-$495.1K2026-10-07
McElhenny Sheffield Capital Management, LLC
INCREASED5,4755,454+21+0%$248.1K$237.1K-$11.0K2026-11-06
SeaCrest Wealth Management, LLC
INCREASED5,4515,438+13+0%$247.4K$236.0K-$11.3K2026-10-21
First Command Advisory Services, Inc.
INCREASED5,4164,589+827+18%$209.5K$235.4K+$25.9K2026-11-05
Verdence Capital Advisors LLC
INCREASED5,3805,097+283+6%$231.9K$232.9K+$1.1K2026-10-26
Beacon Capital Management, LLC
DECREASED5,3335,382-49-1%$244.9K$230.9K-$13.9K2026-10-23
Bridgelight Financial Advisors, Inc.
INCREASED5,2404,482+758+17%$203.9K$226.9K+$23.0K2026-10-20
Brighton Jones LLC
NEW5,213—+5,213——$225.7K—2026-11-03
ShoreHaven Wealth Partners, LLC
INCREASED5,1544,438+716+16%$201.9K$223.2K+$21.3K2026-10-16
Wealth Dimensions Group, Ltd.
NEW5,101—+5,101——$220.9K—2026-11-02
Kure Advisory, LLC
DECREASED5,0878,929-3,842-43%$406.2K$220.3K-$185.9K2026-10-08
Moors & Cabot, Inc.
INCREASED5,0434,820+223+5%$219.3K$218.4K-$9002026-11-06
Rose Capital Advisors LLC
DECREASED4,9905,115-125-2%$232.7K$216.1K-$16.6K2026-11-04
Institute for Wealth Management, Llc.
INCREASED4,9684,389+579+13%$199.7K$215.1K+$15.5K2026-11-06
ADG Wealth Management Group, LLC
UNCHANGED4,9114,91100%$223.4K$212.6K-$10.8K2026-10-23
Facet Wealth, Inc.
NEW4,857—+4,857——$210.3K—2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED4,7974,79700%$218.2K$207.7K-$10.5K2026-11-02
Clearstead Advisors, LLC
INCREASED4,4534,402+51+1%$200.3K$192.8K-$7.5K2026-11-06
Barnes Dennig Private Wealth Management LLC
INCREASED4,4424,342+100+2%$197.5K$192.3K-$5.2K2026-10-30
Financial Perspectives, Inc
INCREASED3,8632,042+1,821+89%$92.9K$167.3K+$74.4K2026-11-03
Private Trust Co NA
DECREASED3,5123,516-40%$159.9K$152.1K-$7.9K2026-10-20
Archer Investment Corp
INCREASED3,4853,163+322+10%$143.9K$150.9K+$7.0K2026-11-05
Signature Equity Partners, LLC
DECREASED3,4223,439-170%$156.5K$148.2K-$8.3K2026-10-29
Lanark Financial, Inc.
INCREASED3,2302,619+611+23%$119.1K$139.9K+$20.7K2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED3,2173,21700%$146.3K$139.3K-$7.0K2026-10-26
Roxbury Financial LLC
DECREASED3,1864,417-1,231-28%$200.9K$137.9K-$63.0K2026-10-01
PNC Financial Services Group, Inc.
INCREASED3,1052,433+672+28%$110.7K$134.4K+$23.8K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED3,0022,963+39+1%$134.8K$130.5K-$4.3K2026-10-30
Tsfg, LLC
DECREASED2,897352,719-349,822-99%$16.0M$125.0K-$15.9M2026-10-23
Financial Management Professionals, Inc.
UNCHANGED2,3302,33000%$106.4K$101.3K-$5.1K2026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED2,1122,11200%$96.1K$91.4K-$4.6K2026-10-30
Buck Wealth Strategies, LLC
DECREASED1,8661,870-40%$85.1K$80.8K-$4.3K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED1,8201,82000%$82.8K$78.8K-$4.0K2026-10-23
Cape Investment Advisory, Inc.
DECREASED1,7875,388-3,601-67%$245.1K$77.4K-$167.7K2026-10-13
Blueline Advisors LLC
UNCHANGED1,6591,65900%$75.5K$71.8K-$3.6K2026-10-15
KFG LLC
NEW1,623—+1,623——$70.3K—2026-11-02
Mosley Wealth Management
NEW1,451—+1,451——$63.6K—2026-10-16
Creative Capital Management Investments LLC
UNCHANGED1,2411,24100%$56.5K$53.7K-$2.7K2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED1,0001,00000%$45.5K$43.3K-$2.2K2026-11-03
Rossby Financial, LCC
NEW989—+989——$42.8K—2026-11-05
Key Capital Management, Inc
NEW932—+932——$40.4K—2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED83483400%$37.9K$36.1K-$1.8K2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED82382300%$37.4K$35.6K-$1.8K2026-10-15
Community Financial Services Group, LLC
UNCHANGED70970900%$32.2K$30.7K-$1.4K2026-10-15
IAG Wealth Partners, LLC
UNCHANGED64164100%$29.2K$27.8K-$1.4K2026-11-06
Flagship Wealth Advisors, LLC
INCREASED587580+7+1%$26.4K$25.4K-$9802026-11-03
Clean Yield Group
NEW583—+583——$25.2K—2026-10-28
GHP Investment Advisors, Inc.
INCREASED559552+7+1%$25.1K$24.2K-$9352026-10-15
Southern Michigan Bank & Trust
UNCHANGED50050000%$22.7K$21.7K-$1.1K2026-10-19
Investors Research Corp
UNCHANGED39539500%$18.0K$17.1K-$8652026-10-07
Silver Grove Financial Group, Inc.
INCREASED305295+10+3%$13.4K$13.2K-$2132026-11-05
Parkside Financial Bank & Trust
UNCHANGED27227200%$12.4K$11.8K-$5962026-10-27
Avion Wealth
UNCHANGED25625600%$11$11.0K+$11.0K2026-11-04
Russell Investments Group, Ltd.
DECREASED250573-323-56%$26.1K$10.8K-$15.2K2026-11-06
General Partner, Inc.
UNCHANGED23023000%$10.5K$10.0K-$5042026-10-05
Bayban
UNCHANGED21721700%$9.9K$9.9K$02026-11-05
Trust Co
UNCHANGED13613600%$6.2K$5.9K-$2982026-10-09
Cassaday & Co Wealth Management LLC
NEW123—+123——$5.3K—2026-10-27
Abound Wealth Management
INCREASED115113+2+2%$5.2K$5.0K-$1922026-10-26
William Mack & Associates, Inc.
NEW110—+110——$4.8K—2026-10-27
GoalVest Advisory LLC
NEW89—+89——$3.9K—2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED838300%$3.8K$3.6K-$1822026-11-04
Salomon & Ludwin, LLC
UNCHANGED818100%$3.7K$3.5K-$1702026-10-29
American Capital Advisory, LLC
NEW69—+69——$3.0K—2026-10-28
TFC Financial Management, Inc.
UNCHANGED656500%$3.0K$2.8K-$1422026-10-26
Mcdonald Partners LLC
UNCHANGED505000%$2.3K$2.2K-$1102026-11-03
Downshift Financial, LLC
UNCHANGED454500%$2.0K$1.9K-$982026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED373700%$1.7K$1.6K-$812026-10-21
Trust Co of Vermont
DECREASED232,655-2,632-99%$120.8K$996-$119.8K2026-10-21
Signaturefd, LLC
UNCHANGED181800%$819$779-$402026-10-23
Citigroup Inc
INCREASED65+1+20%$227$260+$332026-11-04
Juno Financial Group LLC
CLOSED0533,746-533,746-100%$24.3M$0-$24.3M2026-10-27
KMG Fiduciary Partners, LLC
CLOSED0129,238-129,238-100%$5.9M$0-$5.9M2026-10-14
Marks Group Wealth Management, Inc
CLOSED077,859-77,859-100%$3.5M$0-$3.5M2026-11-05
Future Financial Wealth Managment LLC
CLOSED069,247-69,247-100%$3.1M$0-$3.1M2026-10-15
Canvas Wealth Advisors, LLC
CLOSED064,811-64,811-100%$3.0M$0-$3.0M2026-11-02
Providence First Trust Co
CLOSED052,102-52,102-100%$2.4M$0-$2.4M2026-11-02
Box Hill Private Wealth LLC
CLOSED025,240-25,240-100%$1.1M$0-$1.1M2026-10-05
Veracity Capital LLC
CLOSED022,412-22,412-100%$1.0M$0-$1.0M2026-10-08
Scarborough Advisors, LLC
CLOSED016,486-16,486-100%$750.7K$0-$750.7K2026-10-16
Andrew Hill Investment Advisors, Inc.
CLOSED013,462-13,462-100%$612.4K$0-$612.4K2026-10-22
Bokf, NA
CLOSED012,470-12,470-100%$567.3K$0-$567.3K2026-10-27
Strategic Blueprint, LLC
CLOSED012,413-12,413-100%$564.7K$0-$564.7K2026-10-22
Kraft, Davis & Associates, LLC
CLOSED011,330-11,330-100%$512.2K$0-$512.2K2026-10-21
Blueprint Investment Partners LLC
CLOSED010,221-10,221-100%$465.0K$0-$465.0K2026-10-28
Summit Investment Advisors, Inc.\KS
CLOSED08,689-8,689-100%$395.3K$0-$395.3K2026-11-05
Strategic Family Wealth Counselors, L.L.C.
CLOSED08,638-8,638-100%$392.9K$0-$392.9K2026-10-29
Novem Group
CLOSED07,244-7,244-100%$329.5K$0-$329.5K2026-10-19
Urban Wealth Management, LLC
CLOSED06,871-6,871-100%$312.6K$0-$312.6K2026-10-21
Fisher Asset Management, LLC
CLOSED06,650-6,650-100%$302.5K$0-$302.5K2026-11-06
Integrity Alliance, Llc.
CLOSED06,584-6,584-100%$299.5K$0-$299.5K2026-10-29
Penobscot Investment Management Company, Inc.
CLOSED05,900-5,900-100%$268.4K$0-$268.4K2026-10-26
May Hill Capital, LLC
CLOSED05,518-5,518-100%$251.0K$0-$251.0K2026-11-03
Simon Quick Advisors, LLC
CLOSED05,500-5,500-100%$250.2K$0-$250.2K2026-10-26
Wedbush Securities Inc
CLOSED05,253-5,253-100%$239.0K$0-$239.0K2026-10-22
Dhjj Financial Advisors, Ltd.
CLOSED04,957-4,957-100%$225.5K$0-$225.5K2026-10-23
Moneco Advisors, LLC
CLOSED04,881-4,881-100%$222.0K$0-$222.0K2026-11-05
International Private Wealth Advisors LLC
CLOSED04,846-4,846-100%$220.4K$0-$220.4K2026-11-05
Optima Capital LLC
CLOSED04,756-4,756-100%$217.2K$0-$217.2K2026-10-29
Cadent Capital Advisors, LLC
CLOSED04,649-4,649-100%$211.5K$0-$211.5K2026-10-09
Midwest Trust Co
CLOSED04,525-4,525-100%$205.8K$0-$205.8K2026-10-22
Fermata Advisors, LLC
CLOSED04,403-4,403-100%$200.3K$0-$200.3K2026-10-13
Cornerstone Planning Group LLC
CLOSED01,086-1,086-100%$48.9K$0-$48.9K2026-10-16
Blue Trust, Inc.
CLOSED0930-930-100%$42.3K$0-$42.3K2026-10-15
Compass Financial Management LLC
CLOSED0524-524-100%$23.8K$0-$23.8K2026-10-30
James T. Borello RIA
CLOSED0296-296-100%$13.5K$0-$13.5K2026-10-16
Montag A & Associates Inc
CLOSED0204-204-100%$9.3K$0-$9.3K2026-10-29
Washington Trust Advisors, Inc.
CLOSED080-80-100%$3.6K$0-$3.6K2026-10-22
NorthAvenue LLC
CLOSED054-54-100%$2.5K$0-$2.5K2026-10-29
Nfsg Corp
CLOSED037-37-100%$1.7K$0-$1.7K2026-10-15
Evolution Advisers, Inc.
CLOSED017-17-100%$0$0$02026-11-06
First Community Trust NA
CLOSED014-14-100%$637$0-$6372026-10-07
Kozak & Associates, Inc.
CLOSED013-13-100%$609$0-$6092026-10-29
Kingdom Financial Group Llc.
CLOSED09-9-100%$409$0-$4092026-11-04
Northwestern Mutual Wealth Management Co
N/A—101,656,759-101,656,759-100%$4.6B———
Morgan Stanley
N/A—36,816,208-36,816,208-100%$1.7B———
Bank of America Corp
N/A—15,740,788-15,740,788-100%$716.0M———
FMR LLC
N/A—15,305,769-15,305,769-100%$696.3M———
JPMorgan Chase & Co
N/A—13,982,930-13,982,930-100%$638.6M———
Dynasty Wealth Management, LLC
N/A—10,970,047-10,970,047-100%$499.0M———
Raymond James Financial Inc
N/A—9,016,360-9,016,360-100%$410.2M———
Modern Wealth Management, LLC
N/A—8,110,234-8,110,234-100%$368.9M———
Envestnet Asset Management Inc
N/A—8,059,617-8,059,617-100%$366.6M———
Cetera Investment Advisers
N/A—7,296,054-7,296,054-100%$331.9M———
UBS Group AG
N/A—6,750,589-6,750,589-100%$307.1M———
Quotient Wealth Partners, LLC
N/A—6,729,858-6,729,858-100%$306.1M———
Osaic Holdings, Inc.
N/A—5,491,783-5,491,783-100%$249.9M———
Royal Bank of Canada
N/A—4,397,539-4,397,539-100%$200.0M———
Waverly Advisors, LLC
N/A—3,836,584-3,836,584-100%$174.5M———
Capital Analysts, LLC
N/A—3,506,392-3,506,392-100%$159.5M———
Blue Chip Partners, LLC
N/A—3,081,830-3,081,830-100%$140.2M———
Focus Partners Wealth
N/A—2,463,277-2,463,277-100%$112.1M———
MML Investors Services, LLC
N/A—2,459,061-2,459,061-100%$111.9M———
Wells Fargo & Company
N/A—2,127,446-2,127,446-100%$96.8M———
Octavia Wealth Advisors, LLC
N/A—2,053,945-2,053,945-100%$93.8M———
HighTower Advisors, LLC
N/A—2,007,999-2,007,999-100%$91.3M———
Peapack Gladstone Financial Corp
N/A—1,602,623-1,602,623-100%$72.9M———
Private Advisor Group, LLC
N/A—1,530,984-1,530,984-100%$69.6M———
Ameritas Advisory Services, LLC
N/A—1,517,610-1,517,610-100%$69.0M———
Rehmann Capital Advisory Group
N/A—1,363,514-1,363,514-100%$62.1M———
Arkadios Wealth Advisors
N/A—1,307,314-1,307,314-100%$59.5M———
Aptus Capital Advisors, LLC
N/A—1,298,147-1,298,147-100%$59.1M———
Huntington National Bank
N/A—1,268,451-1,268,451-100%$57.7M———
Integrated Wealth Concepts LLC
N/A—1,252,617-1,252,617-100%$57.0M———
Drake & Associates, LLC
N/A—1,098,394-1,098,394-100%$50.0M———
Navalign, LLC
N/A—1,083,023-1,083,023-100%$49.3M———
Jones Financial Companies Lllp
N/A—1,059,149-1,059,149-100%$48.5M———
Landing Point Financial Group, LLC
N/A—1,043,899-1,043,899-100%$47.5M———
Nicolet Bankshares Inc
N/A—1,027,399-1,027,399-100%$46.7M———
Jaffetilchin Investment Partners, LLC
N/A—891,678-891,678-100%$40.6M———
Bleakley Financial Group, LLC
N/A—881,683-881,683-100%$40.1M———
Pallas Capital Advisors LLC
N/A—853,855-853,855-100%$38.8M———
Arete Wealth Advisors, LLC
N/A—832,624-832,624-100%$37.9M———
Baird Financial Group, Inc.
N/A—816,468-816,468-100%$37.1M———
Global Retirement Partners, LLC
N/A—806,651-806,651-100%$36.7M———
Harbour Investments, Inc.
N/A—781,949-781,949-100%$35.6M———
Gotham Asset Management, LLC
N/A—778,810-778,810-100%$35.4M———
OneDigital Investment Advisors LLC
N/A—765,893-765,893-100%$34.8M———
Horizon Investments, LLC
N/A—732,704-732,704-100%$33.2M———
Wealthspire Retirement, LLC
N/A—702,477-702,477-100%$32.0M———
Presidio Capital Management, LLC
N/A—694,781-694,781-100%$31.6M———
Financial Strategies Group, Inc.
N/A—668,475-668,475-100%$30.1M———
NewEdge Advisors, LLC
N/A—659,694-659,694-100%$30.0M———
Bridgewealth Advisory Group, LLC
N/A—629,621-629,621-100%$28.6M———
Presper Financial Architects, LLC
N/A—619,230-619,230-100%$28.2M———
Envision Financial Planning, LLC
N/A—607,288-607,288-100%$27.6M———
Regimen Wealth, LLC
N/A—591,500-591,500-100%$26.9M———
Main Street Financial Solutions, LLC
N/A—558,029-558,029-100%$25.4M———
Riverpoint Wealth Management Holdings, LLC
N/A—551,758-551,758-100%$25.1M———
Catawba River Capital
N/A—510,635-510,635-100%$23.2M———
Summit Financial, LLC
N/A—509,687-509,687-100%$23.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—508,997-508,997-100%$23.2M———
Investment Advisory Services Group LLC
N/A—503,662-503,662-100%$22.9M———
Tidemark, LLC
N/A—497,628-497,628-100%$22.6M———
Kastel Capital Advisors, LLC
N/A—483,888-483,888-100%$22.1M———
Vestmark Advisory Solutions, Inc.
N/A—478,684-478,684-100%$21.8M———
Centaurus Financial, Inc.
N/A—467,220-467,220-100%$21.3M———
Dogwood Wealth Management LLC
N/A—449,753-449,753-100%$20.5M———
Kintra Wealth, LLC
N/A—448,871-448,871-100%$20.2M———
New Insight Wealth Advisors
N/A—416,538-416,538-100%$18.9M———
Silver OAK Securities, Incorporated
N/A—409,818-409,818-100%$18.6M———
Goldstone Financial Group, LLC
N/A—409,076-409,076-100%$18.6M———
World Investment Advisors
N/A—394,895-394,895-100%$18.0M———
MAI Capital Management
N/A—367,020-367,020-100%$16.7M———
S Harris Financial Group, LLC
N/A—364,738-364,738-100%$16.6M———
OneAscent Financial Services LLC
N/A—363,095-363,095-100%$16.5M———
Graney & King, LLC
N/A—347,145-347,145-100%$15.8M———
Advyzon Investment Management, LLC
N/A—344,314-344,314-100%$15.7M———
Stratos Wealth Advisors, LLC
N/A—343,775-343,775-100%$15.6M———
Stratos Wealth Partners, Ltd.
N/A—340,427-340,427-100%$15.5M———
Renaissance Technologies LLC
N/A—339,700-339,700-100%$15.5M———
First Commonwealth Financial Corp
N/A—337,947-337,947-100%$15.4M———
Goodwin Investment Advisory
N/A—315,244-315,244-100%$14.3M———
Mustico Financial Group, Inc.
N/A—313,408-313,408-100%$14.1M———
Summit Wealth Partners, LLC
N/A—310,113-310,113-100%$14.1M———
Envestnet Portfolio Solutions, Inc.
N/A—294,442-294,442-100%$13.4M———
Advisory Services Network, LLC
N/A—291,060-291,060-100%$13.2M———
NewEdge Wealth, LLC
N/A—290,125-290,125-100%$13.2M———
Gladstone Institutional Advisory LLC
N/A—280,428-280,428-100%$12.8M———
Argo Wealth Advisory, LLC
N/A—273,702-273,702-100%$12.5M———
Stifel Financial Corp
N/A—273,598-273,598-100%$12.4M———
Storen Legacy Partners, LLC
N/A—271,750-271,750-100%$12.4M———
Focus Partners Advisor Solutions, LLC
N/A—271,396-271,396-100%$12.3M———
IHT Wealth Management, LLC
N/A—265,008-265,008-100%$12.1M———
Equitable Holdings, Inc.
N/A—264,807-264,807-100%$12.0M———
Resolute Wealth Strategies, LLC
N/A—260,923-260,923-100%$11.9M———
Spwm Advisors LLC
N/A—260,686-260,686-100%$11.8M———
FWG Holdings, LLC
N/A—251,769-251,769-100%$11.3M———
49 Wealth Management, LLC
N/A—244,333-244,333-100%$11.1M———
Alongside, LLC
N/A—244,333-244,333-100%$11.1M———
EP Wealth Advisors, LLC
N/A—241,165-241,165-100%$11.0M———
Mariner, LLC
N/A—237,965-237,965-100%$10.8M———
Sachetta, LLC
N/A—223,961-223,961-100%$10.2M———
Dakota Wealth Management
N/A—218,366-218,366-100%$9.9M———
WNY Asset Management, LLC
N/A—215,365-215,365-100%$9.8M———
Sonoma Allocations LLC
N/A—203,946-203,946-100%$9.3M———
Mutual Advisors, LLC
N/A—192,741-192,741-100%$8.8M———
Integrated Wealthcare, LLC
N/A—191,937-191,937-100%$8.7M———
HighPoint Advisor Group LLC
N/A—190,685-190,685-100%$8.7M———
Rockefeller Capital Management L.P.
N/A—189,083-189,083-100%$8.6M———
Greykasell Wealth Strategies, Inc.
N/A—188,259-188,259-100%$8.6M———
&partners
N/A—188,102-188,102-100%$8.7M———
Eaton Financial Holdings Company, LLC
N/A—172,332-172,332-100%$7.8M———
TD Capital Management LLC
N/A—169,841-169,841-100%$7.7M———
Principal Securities, Inc.
N/A—166,031-166,031-100%$7.6M———
Wealthspan Partners, LLC
N/A—159,569-159,569-100%$7.3M———
Axis Wealth Partners, LLC
N/A—157,655-157,655-100%$7.2M———
OakTrust Wealth Advisors, LLC
N/A—147,059-147,059-100%$6.7M———
Prosperity Consulting Group, LLC
N/A—144,217-144,217-100%$6.6M———
Spectrum Investment Advisors, Inc.
N/A—139,298-139,298-100%$6.3M———
Davis Wealth Advisors, LLC
N/A—137,847-137,847-100%$6.3M———
Arax Advisory Partners
N/A—136,176-136,176-100%$6.2M———
IFG Advisory, LLC
N/A—132,979-132,979-100%$6.0M———
Betterment LLC
N/A—129,087-129,087-100%$5.9M———
Foundations Investment Advisors, LLC
N/A—128,155-128,155-100%$5.8M———
Stratos Investment Management, LLC
N/A—125,855-125,855-100%$5.7M———
SageGuard Financial Group, LLC
N/A—120,078-120,078-100%$5.5M———
CFO4Life Group, LLC
N/A—114,545-114,545-100%$5.2M———
Cadia Private Client LLC
N/A—112,878-112,878-100%$5.1M———
Investment Advisory Group, LLC
N/A—110,309-110,309-100%$5.0M———
Madison Wealth Partners, Inc
N/A—109,301-109,301-100%$5.0M———
Leigh Baldwin & Co., LLC
N/A—108,042-108,042-100%$4.9M———
Ancora Advisors LLCA
N/A—104,934-104,934-100%$4.8M———
Magnolia Capital Advisors LLC
N/A—103,393-103,393-100%$4.7M———
Richard W. Paul & Associates, LLC
N/A—98,755-98,755-100%$4.5M———
Orion Porfolio Solutions, LLC
N/A—98,215-98,215-100%$4.5M———
Prudent Investors Network, Inc.
N/A—96,380-96,380-100%$4.4M———
Natixis Advisors, LLC
N/A—96,313-96,313-100%$4.4M———
Smartleaf Asset Management LLC
N/A—95,193-95,193-100%$4.3M———
PlanVest Financial, Inc
N/A—90,718-90,718-100%$4.1M———
Tower Wealth Partners, Inc.
N/A—90,323-90,323-100%$4.1M———
Composition Wealth, LLC
N/A—89,439-89,439-100%$4.1M———
Boston Partners
N/A—86,409-86,409-100%$3.9M———
Ausdal Financial Partners, Inc.
N/A—85,506-85,506-100%$3.9M———
Savvy Advisors, Inc.
N/A—85,184-85,184-100%$3.9M———
Beto Financial Group, LLC
N/A—82,630-82,630-100%$3.7M———
Mercer Global Advisors Inc
N/A—79,969-79,969-100%$3.6M———
Gallagher Fiduciary Advisors, LLC
N/A—76,650-76,650-100%$3.5M———
Sanctuary Advisors, LLC
N/A—76,545-76,545-100%$3.5M———
Horizon Investment Services, LLC
N/A—74,871-74,871-100%$3.4M———
Barnes Pettey Financial Advisors, LLC
N/A—72,384-72,384-100%$3.3M———
Essex Financial Services, Inc.
N/A—72,093-72,093-100%$3.3M———
Marble Wealth, LLC
N/A—68,324-68,324-100%$3.1M———
Cozad Asset Management Inc
N/A—64,838-64,838-100%$2.9M———
SHP Wealth Management
N/A—63,310-63,310-100%$2.9M———
Captrust Financial Advisors
N/A—60,818-60,818-100%$2.8M———
Retirement Management Systems Inc.
N/A—59,799-59,799-100%$2.7M———
Nwam LLC
N/A—58,585-58,585-100%$2.7M———
Ameriprise Financial Inc
N/A—57,728-57,728-100%$2.6M———
Janney Montgomery Scott LLC
N/A—57,672-57,672-100%$2.6M———
WCG Wealth Advisors LLC
N/A—54,002-54,002-100%$2.5M———
Guardian Wealth Advisors, LLC / NC
N/A—53,607-53,607-100%$2.4M———
Benjamin Edwards Inc
N/A—52,865-52,865-100%$2.4M———
Brown Advisory Inc
N/A—52,360-52,360-100%$2.4M———
Qube Research & Technologies Ltd
N/A—48,209-48,209-100%$2.2M———
LaSalle St. Investment Advisors, LLC
N/A—47,063-47,063-100%$2.1M———
Cerity Partners LLC
N/A—46,716-46,716-100%$2.1M———
Berger Financial Group, Inc
N/A—46,609-46,609-100%$2.1M———
Smith, Moore & Co.
N/A—46,506-46,506-100%$2.1M———
Cary Street Partners Financial LLC
N/A—45,472-45,472-100%$2.1M———
Sequoia Financial Advisors, LLC
N/A—40,359-40,359-100%$1.8M———
Old Mission Capital LLC
N/A—39,632-39,632-100%$1.8M———
Slagle Financial, LLC
N/A—39,099-39,099-100%$1.8M———
Pathstone Holdings, LLC
N/A—38,499-38,499-100%$1.8M———
Fiduciary Financial Advisors
N/A—37,751-37,751-100%$1.7M———
Federation des caisses Desjardins du Quebec
N/A—37,107-37,107-100%$1.7M———
Abbot Financial Management, Inc.
N/A—36,287-36,287-100%$1.7M———
Mosaic Financial Group, LLC
N/A—34,004-34,004-100%$1.5M———
Capital Asset Managemnet, LLC
N/A—33,865-33,865-100%$1.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—30,990-30,990-100%$1.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—30,316-30,316-100%$1.4M———
Wealth Watch Advisors, Inc
N/A—30,240-30,240-100%$1.4M———
LWM Advisory Services, LLC
N/A—30,029-30,029-100%$1.4M———
Twin Peaks Wealth Advisors, LLC
N/A—29,762-29,762-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—28,242-28,242-100%$1.3M———
Spinnaker Trust
N/A—27,269-27,269-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—27,205-27,205-100%$1.2M———
Indie Asset Partners, LLC
N/A—26,025-26,025-100%$1.2M———
AQR Capital Management LLC
N/A—24,005-24,005-100%$1.1M———
Forum Private Client Group LLC
N/A—23,253-23,253-100%$1.1M———
Valley Financial Group, Inc.
N/A—22,991-22,991-100%$1.0M———
PFG Investments, LLC
N/A—22,399-22,399-100%$1.0M———
Meadowbrook Advisors Group, LLC
N/A—21,192-21,192-100%$964.0K———
Zacks Investment Management
N/A—20,533-20,533-100%$934.0K———
Fiduciary Trust Co
N/A—20,210-20,210-100%$919.4K———
Daybright Advisory Services, Inc.
N/A—20,007-20,007-100%$894.7K———
Bank of Montreal
N/A—19,727-19,727-100%$897.4K———
Camelot Portfolios, LLC
N/A—18,792-18,792-100%$854.9K———
Barnes Wealth Management Group, Inc
N/A—18,636-18,636-100%$847.8K———
King Wealth Management Group
N/A—17,686-17,686-100%$805.0K———
GWN Securities Inc.
N/A—17,367-17,367-100%$790.0K———
Kovack Advisors, Inc.
N/A—16,471-16,471-100%$747.8K———
Regal Investment Advisors LLC
N/A—16,414-16,414-100%$746.7K———
OneAscent Wealth Management LLC
N/A—16,053-16,053-100%$730.3K———
Advisors Asset Management, Inc.
N/A—15,919-15,919-100%$724.2K———
CreativeOne Wealth, LLC
N/A—15,430-15,430-100%$701.9K———
Security National Bank of Sioux City Iowa
N/A—15,290-15,290-100%$695.5K———
National Bank of Canada
N/A—14,161-14,161-100%$644.5K———
Ascension Capital Advisors, Inc.
N/A—13,876-13,876-100%$631.2K———
NCM Capital Management, LLC
N/A—13,841-13,841-100%$629.6K———
Compass Advisory Group LLC
N/A—13,633-13,633-100%$622.5K———
Strive Financial Group,LLC
N/A—13,331-13,331-100%$606.4K———
Ameritas Investment Partners, Inc.
N/A—12,615-12,615-100%$573.9K———
Keystone Financial Group
N/A—12,454-12,454-100%$566.5K———
Planning Project LLC
N/A—11,359-11,359-100%$508.3K———
Leavell Investment Management, Inc.
N/A—11,255-11,255-100%$513.9K———
SageView Advisory Group, LLC
N/A—11,227-11,227-100%$510.7K———
Keel Point, LLC
N/A—11,126-11,126-100%$506.1K———
Immaculate Wealth Management LLC
N/A—10,931-10,931-100%$497.3K———
Retirement Income Solutions, Inc
N/A—10,723-10,723-100%$489.2K———
Boston Family Office LLC
N/A—10,449-10,449-100%$475.0K———
Thoroughbred Financial Services, LLC
N/A—10,131-10,131-100%$460.0K———
AssuredPartners Investment Advisors, LLC
N/A—10,114-10,114-100%$460.1K———
AE Wealth Management LLC
N/A—9,975-9,975-100%$453.8K———
Hantz Financial Services, Inc.
N/A—9,318-9,318-100%$424.0K———
Element Wealth, LLC
N/A—9,027-9,027-100%$410.6K———
Johnson Investment Counsel Inc
N/A—8,736-8,736-100%$397.4K———
BFC Planning, Inc.
N/A—8,597-8,597-100%$391.1K———
Bessemer Group Inc
N/A—8,465-8,465-100%$385.0K———
Pasadena Private Wealth, LLC
N/A—8,430-8,430-100%$383.5K———
Regatta Research & Money Management
N/A—8,400-8,400-100%$382.1K———
Retirement Planning Group, LLC / NY
N/A—7,986-7,986-100%$364.6K———
Marshall Financial Group, LLC
N/A—7,865-7,865-100%$357.8K———
Kera Capital Partners, Inc.
N/A—7,566-7,566-100%$344.2K———
Arrowroot Family Office, LLC
N/A—7,242-7,242-100%$329.4K———
CIBC World Market Inc.
N/A—7,203-7,203-100%$327.7K———
Pitcairn Wealth Advisors LLC
N/A—7,092-7,092-100%$322.7K———
Dorsey & Whitney Trust Co LLC
N/A—7,074-7,074-100%$321.8K———
RWA Wealth Partners, LLC
N/A—6,903-6,903-100%$314.0K———
Mayflower Financial Advisors, LLC
N/A—6,748-6,748-100%$307.0K———
Capasso Planning Partners LLC
N/A—6,694-6,694-100%$304.5K———
Synergy Investment Management, LLC
N/A—6,500-6,500-100%$295.7K———
Liberty Wealth Management LLC
N/A—6,463-6,463-100%$294.9K———
Strategies Wealth Advisors, LLC
N/A—6,195-6,195-100%$281.8K———
Commerce Bank
N/A—6,141-6,141-100%$279.4K———
Kickstand Ventures, Llc.
N/A—5,985-5,985-100%$272.3K———
Florida Financial Advisors, LLC
N/A—5,977-5,977-100%$271.9K———
Canal Capital Management, LLC
N/A—5,899-5,899-100%$268.4K———
Wealthspire Advisors, LLC
N/A—5,620-5,620-100%$255.6K———
Keyvantage Wealth, LLC
N/A—5,254-5,254-100%$239.0K———
Strategic Financial Concepts, LLC
N/A—4,987-4,987-100%$226.9K———
Talon Private Wealth, LLC
N/A—4,937-4,937-100%$224.6K———
Invst, LLC
N/A—4,651-4,651-100%$211.6K———
Performance Wealth Partners, LLC
N/A—4,549-4,549-100%$206.9K———
Geneos Wealth Management Inc.
N/A—4,420-4,420-100%$201.1K———
Lakeridge Wealth Management LLC
N/A—4,413-4,413-100%$200.7K———
Ogorek Anthony Joseph
N/A—2,650-2,650-100%$120.0K———
Oakmont Advisory Group, LLC
N/A—2,412-2,412-100%$109.7K———
Rothschild Investment LLC
N/A—2,326-2,326-100%$105.8K———
Wellington-Altus USA Inc.
N/A—2,300-2,300-100%$104.9K———
Godfrey Financial Associates, Inc.
N/A—1,950-1,950-100%$88.7K———
Quent Capital, LLC
N/A—1,678-1,678-100%$76.3K———
Medallion Wealth Advisors, LLC
N/A—1,610-1,610-100%$73.2K———
Dunhill Financial, LLC
N/A—1,343-1,343-100%$61.1K———
Strategic Investment Solutions, Inc.
N/A—1,258-1,258-100%$57.2K———
Manning & Napier Advisors LLC
N/A—1,158-1,158-100%$52.9K———
Darwin Wealth Management, LLC
N/A—1,124-1,124-100%$51.1K———
Mark Sheptoff Financial Planning, LLC
N/A—834-834-100%$37.9K———
Ameriflex Group, Inc.
N/A—808-808-100%$36.8K———
Keating Financial Advisory Services, Inc.
N/A—686-686-100%$31.2K———
GeoWealth Management, LLC
N/A—548-548-100%$24.9K———
ST Germain D J Co Inc
N/A—486-486-100%$22.1K———
MidFirst Bank
N/A—447-447-100%$20.3K———
UBS Asset Management Americas LLC
N/A—412-412-100%$18.7K———
Miller Capital Partners, Inc.
N/A—305-305-100%$13.9K———
Crews Bank & Trust
N/A—225-225-100%$10.2K———
Bogart Wealth, LLC
N/A—176-176-100%$8.0K———
Tanglewood Legacy Advisors, LLC
N/A—143-143-100%$6.5K———
Colonial Trust Advisors
N/A—80-80-100%$3.6K———
Howe & Rusling Inc
N/A—73-73-100%$3.3K———
Crewe Advisors LLC
N/A—69-69-100%$3.1K———
Fourth Dimension Wealth, LLC
N/A—62-62-100%$2.8K———
Strategic Wealth Partners, Ltd.
N/A—57-57-100%$2.6K———
Financial Gravity Companies, Inc.
N/A—31-31-100%$1.4K———
Transamerica Financial Advisors, LLC
N/A—20-20-100%$980———
BlackRock, Inc.
N/A—1-1-100%$33———
Showing 831 of 831 institutions