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First Trust Morn DVD Lead in (FDL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares16,778,909 from 15,926,005
Change+852,904 (+5%)
Value$824.0M (+$49.1M)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares1,771,662 from 1,728,408
Change+43,254 (+3%)
Value$87.0M (+$2.9M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,204,688 from 1,281,357
Change-76,669 (-6%)
Value$59.2M (-$3.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares956,945 from 997,443
Change-40,498 (-4%)
Value$47.0M (-$1.5M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares950,616 from 904,402
Change+46,214 (+5%)
Value$46.7M (+$2.7M)
Filed 2026-10-30
Rockport Wealth LLC
DECREASED
Shares922,059 from 982,928
Change-60,869 (-6%)
Value$45.3M (-$2.5M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares846,825 from 725,028
Change+121,797 (+17%)
Value$41.6M (+$6.3M)
Filed 2026-11-02
True Private Wealth Advisors
INCREASED
Shares639,080 from 627,429
Change+11,651 (+2%)
Value$31.4M (+$854.5K)
Filed 2026-10-19
Southland Equity Partners LLC
INCREASED
Shares583,197 from 561,017
Change+22,180 (+4%)
Value$28.6M (+$1.3M)
Filed 2026-10-14
Beacon Financial Group
INCREASED
Shares480,733 from 477,704
Change+3,029 (+1%)
Value$23.6M (+$363.7K)
Filed 2026-10-19
D.A. Davidson & Co.
DECREASED
Shares411,374 from 464,193
Change-52,819 (-11%)
Value$20.2M (-$2.4M)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares400,486 from 384,975
Change+15,511 (+4%)
Value$19.7M (+$935.0K)
Filed 2026-11-03
Center for Wealth Management Advisory
INCREASED
Shares302,894 from 289,599
Change+13,295 (+5%)
Value$14.9M (+$783.2K)
Filed 2026-10-23
Manchester Financial Inc
INCREASED
Shares296,840 from 295,698
Change+1,142 (+0%)
Value$14.6M (+$189.1K)
Filed 2026-10-15
McAdam, LLC
DECREASED
Shares270,223 from 281,475
Change-11,252 (-4%)
Value$13.3M (-$425.9K)
Filed 2026-10-21
Hobart Private Capital, LLC
INCREASED
Shares266,344 from 261,661
Change+4,683 (+2%)
Value$13.1M (+$347.7K)
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED
Shares262,675 from 263,650
Change-975 (0%)
Value$12.9M (+$70.8K)
Filed 2026-10-15
Next Level Private LLC
INCREASED
Shares251,792 from 251,170
Change+622 (+0%)
Value$12.4M (+$143.6K)
Filed 2026-10-20
Perryman Financial Advisory Inc
INCREASED
Shares237,379 from 236,123
Change+1,256 (+1%)
Value$11.7M (+$167.9K)
Filed 2026-10-16
Keeler Thomas Management LLC
DECREASED
Shares235,730 from 244,574
Change-8,844 (-4%)
Value$11.6M (-$324.3K)
Filed 2026-10-29
Del-Sette Capital Management, LLC
DECREASED
Shares221,839 from 245,466
Change-23,627 (-10%)
Value$10.9M (-$1.0M)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED
Shares209,717 from 201,438
Change+8,279 (+4%)
Value$10.3M (+$497.2K)
Filed 2026-10-19
Randall & Associates Wealth Management
INCREASED
Shares205,874 from 163,745
Change+42,129 (+26%)
Value$10.1M (+$2.1M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares191,043 from 180,846
Change+10,197 (+6%)
Value$9.4M (+$582.2K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares190,615 from 111,366
Change+79,249 (+71%)
Value$10.3M (+$4.8M)
Filed 2026-11-04
Compass Financial Services Inc
INCREASED
Shares187,063 from 173,592
Change+13,471 (+8%)
Value$9.2M (+$739.7K)
Filed 2026-11-06
Mach-1 Financial Group, LLC
INCREASED
Shares182,121 from 169,188
Change+12,933 (+8%)
Value$8.9M (+$711.3K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares179,430 from 179,430
Change0 (0%)
Value$8.7M ($0)
Filed 2026-11-06
Fairvoy Private Wealth, LLC
INCREASED
Shares170,692 from 123,197
Change+47,495 (+39%)
Value$8.4M (+$2.4M)
Filed 2026-10-19
Leelyn Smith, LLC
DECREASED
Shares162,560 from 162,596
Change-36 (0%)
Value$8.0M (+$71.4K)
Filed 2026-11-03
Investors Research Corp
INCREASED
Shares160,279 from 151,969
Change+8,310 (+5%)
Value$7.9M (+$476.5K)
Filed 2026-10-07
BlueChip Wealth Advisors LLC
DECREASED
Shares160,118 from 163,113
Change-2,995 (-2%)
Value$7.9M (-$73.7K)
Filed 2026-11-03
Maia Wealth LLC
INCREASED
Shares159,626 from 118,158
Change+41,468 (+35%)
Value$7.8M (+$2.1M)
Filed 2026-10-19
JFS Wealth Advisors, LLC
INCREASED
Shares159,560 from 158,678
Change+882 (+1%)
Value$7.8M (+$114.7K)
Filed 2026-11-03
Turning Point Benefit Group, Inc.
INCREASED
Shares156,135 from 100,897
Change+55,238 (+55%)
Value$7.7M (+$2.8M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares154,656 from 115,717
Change+38,939 (+34%)
Value$7.6M (+$2.0M)
Filed 2026-10-16
VestGen Advisors, LLC
INCREASED
Shares152,649 from 131,294
Change+21,355 (+16%)
Value$7.5M (+$1.1M)
Filed 2026-10-27
Beacon Financial Advisory LLC
INCREASED
Shares149,104 from 68,171
Change+80,933 (+119%)
Value$7.3M (+$4.0M)
Filed 2026-10-16
Avior Wealth Management, LLC
DECREASED
Shares146,979 from 148,852
Change-1,873 (-1%)
Value$7.2M (-$25.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares141,846 from 141,542
Change+304 (+0%)
Value$7.0M (+$78.6K)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares140,991 from 138,389
Change+2,602 (+2%)
Value$6.9M (+$190.0K)
Filed 2026-10-23
Milestones Private Investment Advisors LLC
INCREASED
Shares133,316 from 131,010
Change+2,306 (+2%)
Value$6.5M (+$172.2K)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares133,068 from 137,125
Change-4,057 (-3%)
Value$6.6M (-$154.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares127,157 from 125,203
Change+1,954 (+2%)
Value$6.4M (+$141.8K)
Filed 2026-10-13
Genesis Private Wealth, LLC
INCREASED
Shares122,949 from 121,926
Change+1,023 (+1%)
Value$6.0M (+$105.1K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
DECREASED
Shares120,297 from 123,207
Change-2,910 (-2%)
Value$5.9M (-$199.2K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares117,991 from 123,636
Change-5,645 (-5%)
Value$5.8M (-$221.6K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares110,764 from 103,960
Change+6,804 (+7%)
Value$5.4M (+$381.0K)
Filed 2026-10-22
Asset One Wealth Management LLC
INCREASED
Shares103,590 from 99,766
Change+3,824 (+4%)
Value$5.1M (+$96.0K)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
DECREASED
Shares98,986 from 115,430
Change-16,444 (-14%)
Value$4.9M (-$755.6K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares96,831 from 96,794
Change+37 (+0%)
Value$4.8M (+$45.4K)
Filed 2026-10-26
Wisconsin Wealth Advisors, LLC
INCREASED
Shares96,186 from 94,893
Change+1,293 (+1%)
Value$4.7M (+$106.2K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares88,094
Change+88,094
Value$4.3M
Filed 2026-11-03
Elevated Capital Advisors, LLC
DECREASED
Shares86,615 from 94,673
Change-8,058 (-9%)
Value$4.3M (-$353.1K)
Filed 2026-11-04
FSM Wealth Advisors, LLC
DECREASED
Shares84,417 from 89,428
Change-5,011 (-6%)
Value$4.2M (-$118.0K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares81,398 from 76,334
Change+5,064 (+7%)
Value$4.0M (+$283.0K)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares73,836 from 53,828
Change+20,008 (+37%)
Value$3.6M (+$1.0M)
Filed 2026-11-06
ROI Financial Advisors, LLC
DECREASED
Shares72,356 from 72,824
Change-468 (-1%)
Value$3.6M (+$9.8K)
Filed 2026-10-19
Salomon & Ludwin, LLC
DECREASED
Shares71,691 from 72,191
Change-500 (-1%)
Value$3.5M (-$10.8K)
Filed 2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED
Shares69,372 from 70,236
Change-864 (-1%)
Value$3.4M (-$10.8K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares65,414 from 66,380
Change-966 (-1%)
Value$3.2M (-$17.6K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares65,316 from 63,949
Change+1,367 (+2%)
Value$3.2M (+$95.9K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares64,924 from 66,091
Change-1,167 (-2%)
Value$3.2M (-$27.6K)
Filed 2026-11-05
Teamwork Financial Advisors, LLC
INCREASED
Shares60,384 from 56,372
Change+4,012 (+7%)
Value$3.0M (+$222.4K)
Filed 2026-10-19
Collaborative Wealth Managment Inc.
INCREASED
Shares60,045 from 57,203
Change+2,842 (+5%)
Value$2.9M (+$165.3K)
Filed 2026-11-06
Wetzel Investment Advisors, Inc.
DECREASED
Shares57,538 from 60,260
Change-2,722 (-5%)
Value$2.8M (-$106.6K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares56,788 from 57,411
Change-623 (-1%)
Value$2.8M (-$4.8K)
Filed 2026-10-23
Ipsen Advisor Group LLC
INCREASED
Shares55,557 from 53,745
Change+1,812 (+3%)
Value$2.7M (+$113.2K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares52,909 from 52,602
Change+307 (+1%)
Value$2.6M (+$38.8K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares51,258 from 51,726
Change-468 (-1%)
Value$2.5M (+$293)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares50,168 from 47,410
Change+2,758 (+6%)
Value$2.5M (+$156.8K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares50,032 from 49,613
Change+419 (+1%)
Value$2.5M (+$42.9K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares48,598 from 48,701
Change-103 (0%)
Value$2.4M (+$16.8K)
Filed 2026-10-28
Wagner Wealth Management, Corp
INCREASED
Shares45,942 from 41,729
Change+4,213 (+10%)
Value$2.3M (+$225.7K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares45,421 from 36,619
Change+8,802 (+24%)
Value$2.2M (+$448.7K)
Filed 2026-11-04
Arwa LLC
NEW
Shares44,684
Change+44,684
Value$2.2M
Filed 2026-10-21
Balefire, LLC
DECREASED
Shares43,119 from 54,511
Change-11,392 (-21%)
Value$2.1M (-$784.3K)
Filed 2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares42,522 from 54,138
Change-11,616 (-21%)
Value$2.1M (-$546.1K)
Filed 2026-10-15
Santori & Peters, Inc.
INCREASED
Shares42,184 from 41,965
Change+219 (+1%)
Value$2.1M (+$29.6K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
DECREASED
Shares42,075 from 42,434
Change-359 (-1%)
Value$2.1M (+$1.5K)
Filed 2026-10-16
Moors & Cabot, Inc.
DECREASED
Shares41,707 from 47,282
Change-5,575 (-12%)
Value$2.0M (-$252.5K)
Filed 2026-11-06
Lighthouse Wealth Management Inc.
INCREASED
Shares39,523 from 39,229
Change+294 (+1%)
Value$1.9M (+$32.1K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares37,976
Change+37,976
Value$1.9M
Filed 2026-10-19
1900 Wealth Management LLC
DECREASED
Shares37,374 from 37,431
Change-57 (0%)
Value$1.8M (+$14.0K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares37,168 from 28,359
Change+8,809 (+31%)
Value$1.8M (+$445.4K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares37,005 from 37,020
Change-15 (0%)
Value$1.8M (+$15.9K)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares34,446 from 37,576
Change-3,130 (-8%)
Value$1.7M (-$136.8K)
Filed 2026-10-28
Retirement Planning Group, LLC
INCREASED
Shares34,346 from 28,856
Change+5,490 (+19%)
Value$1.7M (+$282.6K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares34,253 from 36,648
Change-2,395 (-7%)
Value$1.7M (-$101.1K)
Filed 2026-10-20
Flynn Zito Capital Management, LLC
INCREASED
Shares32,057 from 31,729
Change+328 (+1%)
Value$1.6M (+$30.4K)
Filed 2026-11-04
Neumann Capital Management, LLC
INCREASED
Shares31,750 from 29,150
Change+2,600 (+9%)
Value$1.6M (+$140.8K)
Filed 2026-10-15
Valued Retirements, Inc.
DECREASED
Shares30,616 from 39,641
Change-9,025 (-23%)
Value$1.5M (-$425.4K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares30,408 from 33,457
Change-3,049 (-9%)
Value$1.5M (-$134.7K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares29,307 from 29,575
Change-268 (-1%)
Value$1.4M (+$157)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares29,255 from 28,981
Change+274 (+1%)
Value$1.4M (+$6.2K)
Filed 2026-10-13
Fortis Group Advisors, LLC
INCREASED
Shares28,195 from 25,603
Change+2,592 (+10%)
Value$1.5M (+$272.2K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares28,179 from 32,993
Change-4,814 (-15%)
Value$1.4M (-$221.6K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
DECREASED
Shares27,942 from 28,895
Change-953 (-3%)
Value$1.4M (-$33.8K)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares26,970 from 39,332
Change-12,362 (-31%)
Value$1.3M (-$589.4K)
Filed 2026-10-08
Summit Wealth Group LLC / Co
DECREASED
Shares26,504 from 27,371
Change-867 (-3%)
Value$1.3M (-$30.3K)
Filed 2026-10-29
Nations Financial Group Inc,
INCREASED
Shares26,488 from 26,105
Change+383 (+1%)
Value$1.3M (+$30.6K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares26,235 from 19,287
Change+6,948 (+36%)
Value$1.3M (+$349.9K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares26,141 from 26,008
Change+133 (+1%)
Value$1.3M (-$54.8K)
Filed 2026-10-19
Money Concepts Capital Corp
DECREASED
Shares25,925 from 61,736
Change-35,811 (-58%)
Value$1.3M (-$1.7M)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
DECREASED
Shares25,694 from 25,716
Change-22 (0%)
Value$1.3M (+$10.5K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares25,512 from 25,590
Change-78 (0%)
Value$1.3M (+$7.7K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares25,418 from 25,402
Change+16 (+0%)
Value$1.2M (+$12.2K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares25,409 from 25,409
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
Altus Wealth Group LLC
DECREASED
Shares25,202 from 25,302
Change-100 (0%)
Value$1.2M (+$6.5K)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares23,627 from 27,147
Change-3,520 (-13%)
Value$1.2M (-$160.6K)
Filed 2026-10-28
Level Four Advisory Services, LLC
INCREASED
Shares23,352 from 22,632
Change+720 (+3%)
Value$1.1M (+$45.5K)
Filed 2026-11-06
Archford Capital Strategies, LLC
INCREASED
Shares22,624 from 22,355
Change+269 (+1%)
Value$1.1M (+$23.3K)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares22,024 from 20,118
Change+1,906 (+9%)
Value$1.1M (+$102.7K)
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares21,918 from 22,853
Change-935 (-4%)
Value$1.1M (-$35.6K)
Filed 2026-11-05
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares20,985 from 20,675
Change+310 (+2%)
Value$1.0M (+$24.6K)
Filed 2026-10-09
Formidable Asset Management, LLC
INCREASED
Shares20,583 from 19,599
Change+984 (+5%)
Value$1.0M (+$5.9K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares20,264 from 20,255
Change+9 (+0%)
Value$995.2K (+$9.5K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares19,731 from 19,893
Change-162 (-1%)
Value$969.0K (+$1.0K)
Filed 2026-11-04
Crumly & Associates Inc.
DECREASED
Shares19,524 from 19,647
Change-123 (-1%)
Value$958.8K (+$2.8K)
Filed 2026-10-07
Elevation Point Wealth Partners, LLC
INCREASED
Shares19,522 from 13,659
Change+5,863 (+43%)
Value$958.7K (+$294.1K)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares19,058 from 13,318
Change+5,740 (+43%)
Value$935.9K (+$287.9K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares18,693 from 10,534
Change+8,159 (+77%)
Value$918.0K (+$405.4K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares18,668 from 18,660
Change+8 (+0%)
Value$916.8K (+$8.8K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares17,546 from 15,388
Change+2,158 (+14%)
Value$861.7K (+$112.9K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares17,259 from 17,191
Change+68 (+0%)
Value$847.6K (+$11.1K)
Filed 2026-10-30
Intrua Financial, LLC
DECREASED
Shares17,231 from 17,617
Change-386 (-2%)
Value$846.2K (-$11.1K)
Filed 2026-10-28
tru Independence LLC
INCREASED
Shares17,102 from 17,084
Change+18 (+0%)
Value$839.9K (+$8.5K)
Filed 2026-10-20
KMG Fiduciary Partners, LLC
DECREASED
Shares17,022 from 24,909
Change-7,887 (-32%)
Value$835.9K (-$376.1K)
Filed 2026-10-14
Redwood Financial Network Corp
NEW
Shares17,021
Change+17,021
Value$835.9K
Filed 2026-11-03
Connecticut Wealth Management, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$834.9K (+$7.7K)
Filed 2026-10-13
United Bank
DECREASED
Shares16,923 from 17,106
Change-183 (-1%)
Value$831.1K (-$1.3K)
Filed 2026-11-06
Linscomb Wealth, Inc.
UNCHANGED
Shares16,881 from 16,881
Change0 (0%)
Value$829.0K (+$7.6K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares15,860 from 10,001
Change+5,859 (+59%)
Value$778.9K (+$292.2K)
Filed 2026-10-29
Bell Bank
DECREASED
Shares15,631 from 24,302
Change-8,671 (-36%)
Value$767.6K (-$414.9K)
Filed 2026-10-21
Accel Wealth Management
INCREASED
Shares15,539 from 13,994
Change+1,545 (+11%)
Value$763.1K (+$82.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
NEW
Shares15,497
Change+15,497
Value$761.1K
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares15,307 from 10,979
Change+4,328 (+39%)
Value$751.7K (+$217.5K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares15,194 from 10,835
Change+4,359 (+40%)
Value$746.2K (+$219.0K)
Filed 2026-11-04
XML Financial, LLC
INCREASED
Shares14,890 from 14,091
Change+799 (+6%)
Value$731.2K (+$45.6K)
Filed 2026-10-29
Finward Bancorp
DECREASED
Shares14,726 from 15,656
Change-930 (-6%)
Value$723.2K (-$38.6K)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares14,536 from 14,147
Change+389 (+3%)
Value$729.4K (+$41.0K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares14,513 from 13,828
Change+685 (+5%)
Value$712.7K (+$39.9K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares14,298 from 14,376
Change-78 (-1%)
Value$702.2K (+$2.6K)
Filed 2026-11-06
Entruity Wealth, LLC
DECREASED
Shares14,172 from 14,570
Change-398 (-3%)
Value$696.0K (-$13.0K)
Filed 2026-11-06
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares13,996 from 13,341
Change+655 (+5%)
Value$687.4K (+$38.2K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares13,932 from 14,067
Change-135 (-1%)
Value$684.2K (-$299)
Filed 2026-10-08
Diversified Portfolios, Inc.
INCREASED
Shares13,827 from 4,592
Change+9,235 (+201%)
Value$679.0K (+$455.6K)
Filed 2026-11-04
Weaver Consulting Group
UNCHANGED
Shares13,771 from 13,771
Change0 (0%)
Value$676.3K (+$6.2K)
Filed 2026-10-07
Signature Equity Partners, LLC
INCREASED
Shares13,445 from 154
Change+13,291 (+8631%)
Value$660.3K (+$652.8K)
Filed 2026-10-29
Urban Wealth Management, LLC
INCREASED
Shares13,380 from 11,470
Change+1,910 (+17%)
Value$657.1K (+$99.0K)
Filed 2026-10-21
1834 Investment Advisors Co
NEW
Shares13,355
Change+13,355
Value$655.9K
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares12,480 from 12,581
Change-101 (-1%)
Value$612.9K (+$701)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares11,571 from 11,571
Change0 (0%)
Value$568.3K (+$5.2K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares11,515 from 11,064
Change+451 (+4%)
Value$565.5K (+$27.1K)
Filed 2026-10-19
QTR Family Wealth, LLC
INCREASED
Shares11,307 from 11,288
Change+19 (+0%)
Value$555.3K (+$6.0K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares11,143 from 14,793
Change-3,650 (-25%)
Value$547.2K (-$172.6K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares10,269 from 10,456
Change-187 (-2%)
Value$504.0K (-$5.0K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares10,239 from 7,205
Change+3,034 (+42%)
Value$502.8K (+$152.2K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares10,208 from 10,208
Change0 (0%)
Value$501.3K (+$4.6K)
Filed 2026-11-06
Merkkuri Wealth Advisors LLC
INCREASED
Shares10,200 from 10,095
Change+105 (+1%)
Value$500.9K (+$9.7K)
Filed 2026-11-03
Asset Allocation Strategies LLC
INCREASED
Shares9,859 from 9,681
Change+178 (+2%)
Value$484.2K (+$13.1K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares9,615 from 9,348
Change+267 (+3%)
Value$472.2K (+$17.3K)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares9,615 from 9,615
Change0 (0%)
Value$472.2K (+$4.3K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
INCREASED
Shares9,507 from 7,712
Change+1,795 (+23%)
Value$466.9K (+$91.6K)
Filed 2026-10-30
Atlas Private Wealth Advisors
DECREASED
Shares9,491 from 10,214
Change-723 (-7%)
Value$466.1K (-$30.9K)
Filed 2026-10-23
Financial Harvest, LLC
UNCHANGED
Shares9,063 from 9,063
Change0 (0%)
Value$445.1K (+$4.1K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares8,788 from 8,978
Change-190 (-2%)
Value$440.7K (+$3.8K)
Filed 2026-10-09
Cyndeo Wealth Partners, LLC
INCREASED
Shares8,749 from 5,736
Change+3,013 (+53%)
Value$429.7K (+$150.5K)
Filed 2026-10-16
Sloy Dahl & Holst, LLC
INCREASED
Shares8,730 from 8,230
Change+500 (+6%)
Value$428.7K (+$28.3K)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares8,418 from 8,367
Change+51 (+1%)
Value$413.4K (+$6.3K)
Filed 2026-11-02
Promethium Advisors,llc
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$412.5K (+$3.8K)
Filed 2026-10-19
Meadow Creek Wealth Advisors LLC
UNCHANGED
Shares8,366 from 8,366
Change0 (0%)
Value$410.9K (+$3.8K)
Filed 2026-11-02
TrueWealth Advisors, LLC
INCREASED
Shares8,339 from 6,652
Change+1,687 (+25%)
Value$409.5K (+$85.9K)
Filed 2026-10-09
James T. Borello RIA
DECREASED
Shares8,319 from 8,344
Change-25 (0%)
Value$408.5K (+$2.5K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares8,301 from 9,480
Change-1,179 (-12%)
Value$409.6K (-$54.8K)
Filed 2026-10-16
Trueblood Wealth Management, LLC
INCREASED
Shares8,172 from 8,119
Change+53 (+1%)
Value$401.3K (+$6.2K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
DECREASED
Shares7,994 from 8,194
Change-200 (-2%)
Value$392.6K (-$6.1K)
Filed 2026-10-20
Semus Wealth Partners LLC
INCREASED
Shares7,744 from 7,671
Change+73 (+1%)
Value$380.3K (+$7.0K)
Filed 2026-10-22
WealthTrust Asset Management, LLC
INCREASED
Shares7,566 from 7,561
Change+5 (+0%)
Value$371.6K (+$3.7K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares7,553 from 6,502
Change+1,051 (+16%)
Value$370.9K (+$54.5K)
Filed 2026-11-04
Wespac Advisors SoCal, LLC
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$370.8K (+$3.4K)
Filed 2026-10-13
Bensler, LLC
INCREASED
Shares7,427 from 6,860
Change+567 (+8%)
Value$364.7K (+$30.9K)
Filed 2026-11-05
Valley National Advisers Inc
INCREASED
Shares7,391 from 7,084
Change+307 (+4%)
Value$363.0K (+$18.3K)
Filed 2026-10-23
Principle Wealth Partners LLC
UNCHANGED
Shares7,260 from 7,260
Change0 (0%)
Value$356.5K (+$3.3K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares7,155
Change+7,155
Value$351.0K
Filed 2026-11-05
Equitable Trust Co
UNCHANGED
Shares7,005 from 7,005
Change0 (0%)
Value$344.0K (+$3.2K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$338.9K (+$3.1K)
Filed 2026-10-05
RDA Financial Network
INCREASED
Shares6,833 from 6,804
Change+29 (+0%)
Value$335.6K (+$4.5K)
Filed 2026-10-15
Visionary Wealth Advisors
NEW
Shares6,747
Change+6,747
Value$331.3K
Filed 2026-11-04
HBK Sorce Advisory LLC
INCREASED
Shares6,747 from 5,360
Change+1,387 (+26%)
Value$363.9K (+$87.0K)
Filed 2026-11-06
Mattern Wealth Management LLC
DECREASED
Shares6,726 from 6,802
Change-76 (-1%)
Value$330.3K (-$671)
Filed 2026-11-04
Crusonia Wealth Advisors LLC
DECREASED
Shares6,718 from 6,852
Change-134 (-2%)
Value$329.9K (-$3.5K)
Filed 2026-10-26
Waterfront Wealth Inc.
UNCHANGED
Shares6,571 from 6,571
Change0 (0%)
Value$341.9K (+$14.7K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares6,558 from 6,490
Change+68 (+1%)
Value$322.1K (+$6.2K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
UNCHANGED
Shares6,507 from 6,507
Change0 (0%)
Value$319.6K (+$2.9K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares6,497 from 6,102
Change+395 (+6%)
Value$319.1K (+$22.1K)
Filed 2026-11-05
Brighton Jones LLC
UNCHANGED
Shares6,491 from 6,491
Change0 (0%)
Value$318.7K (+$2.9K)
Filed 2026-11-03
Whelan Financial
INCREASED
Shares6,272 from 6,249
Change+23 (+0%)
Value$308.0K (+$3.9K)
Filed 2026-10-28
Iams Wealth Management, LLC
DECREASED
Shares6,247 from 8,159
Change-1,912 (-23%)
Value$306.8K (-$90.2K)
Filed 2026-10-15
Clear Harbor Asset Management, LLC
UNCHANGED
Shares6,236 from 6,236
Change0 (0%)
Value$306.3K (+$2.8K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares6,141 from 7,209
Change-1,068 (-15%)
Value$301.6K (-$49.2K)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares6,123 from 5,994
Change+129 (+2%)
Value$300.7K (+$9.0K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares6,097 from 5,731
Change+366 (+6%)
Value$299.4K (+$20.6K)
Filed 2026-11-06
Trek Financial, LLC
NEW
Shares6,088
Change+6,088
Value$571.4K
Filed 2026-10-29
Sterling Investment Management, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$284.8K (+$2.6K)
Filed 2026-10-16
Carl P. Sherr & Co., LLC
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$284.1K (+$2.6K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares5,762 from 5,750
Change+12 (+0%)
Value$283.0K (+$3.2K)
Filed 2026-10-21
Cogent Private Wealth, Inc.
NEW
Shares5,707
Change+5,707
Value$280.3K
Filed 2026-11-06
Smith Partners Wealth Management, LLC
UNCHANGED
Shares5,590 from 5,590
Change0 (0%)
Value$274.5K (+$2.5K)
Filed 2026-11-05
DB&C Advisors, LLC
INCREASED
Shares5,582 from 5,527
Change+55 (+1%)
Value$274.1K (+$5.2K)
Filed 2026-10-26
Odyssey Capital Advisors, Inc.
UNCHANGED
Shares5,571 from 5,571
Change0 (0%)
Value$273.6K (+$2.5K)
Filed 2026-10-26
Columbia Advisory Partners LLC
NEW
Shares5,378
Change+5,378
Value$264.1K
Filed 2026-10-15
apricus wealth, LLC
INCREASED
Shares5,335 from 4,571
Change+764 (+17%)
Value$262.0K (+$39.6K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares5,301 from 5,226
Change+75 (+1%)
Value$260.3K (+$6.0K)
Filed 2026-11-03
Wise Wealth Partners
UNCHANGED
Shares5,267 from 5,267
Change0 (0%)
Value$258.7K (+$2.4K)
Filed 2026-10-14
Old Port Advisors
UNCHANGED
Shares5,144 from 5,144
Change0 (0%)
Value$252.6K (+$2.3K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
NEW
Shares5,071
Change+5,071
Value$249.0K
Filed 2026-10-26
Horst & Graben Wealth Management LLC
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$233.8K (+$905)
Filed 2026-11-02
Puff Wealth Management, LLC
DECREASED
Shares4,718 from 5,397
Change-679 (-13%)
Value$231.7K (-$30.9K)
Filed 2026-10-07
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares4,701 from 4,701
Change0 (0%)
Value$230.9K (+$2.1K)
Filed 2026-10-23
Salzhauer Michael
DECREASED
Shares4,676 from 4,753
Change-77 (-2%)
Value$229.6K (-$1.6K)
Filed 2026-10-28
Community Bank & Trust, Waco, Texas
NEW
Shares4,415
Change+4,415
Value$217.0K
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,334 from 4,683
Change-349 (-7%)
Value$212.9K (-$15.0K)
Filed 2026-11-03
Stonebridge Financial Planning Group, LLC
NEW
Shares4,080
Change+4,080
Value$200.4K
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares4,038 from 4,023
Change+15 (+0%)
Value$198.3K (+$2.6K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED
Shares3,518 from 3,418
Change+100 (+3%)
Value$172.8K (+$6.5K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares3,434 from 3,357
Change+77 (+2%)
Value$168.6K (+$5.3K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares3,162 from 3,129
Change+33 (+1%)
Value$155.3K (+$3.0K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares3,098 from 3,123
Change-25 (-1%)
Value$152.1K (+$178)
Filed 2026-10-21
Roxbury Financial LLC
INCREASED
Shares3,067 from 1,536
Change+1,531 (+100%)
Value$150.6K (+$75.9K)
Filed 2026-10-01
Rossby Financial, LCC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$141.2K (+$1.3K)
Filed 2026-11-05
Pillar Financial Advisors, LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$128.9K (+$1.2K)
Filed 2026-10-21
Wolff Wiese Magana LLC
INCREASED
Shares2,495 from 2,471
Change+24 (+1%)
Value$122.5K (+$2.3K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$117.0K (+$1.0K)
Filed 2026-11-04
Tsfg, LLC
INCREASED
Shares2,338 from 2,327
Change+11 (+0%)
Value$115.0K (+$2.0K)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$110.3K (+$1.0K)
Filed 2026-10-08
Gen-Wealth Partners Inc
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$93.3K (+$855)
Filed 2026-11-04
First Financial Corp
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$92.1K (+$843)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$90.9K (+$833)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares1,504 from 1,698
Change-194 (-11%)
Value$73.9K (-$8.8K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares1,350 from 1,222
Change+128 (+10%)
Value$66.3K (+$6.8K)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$63.8K (+$585)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,229 from 1,961
Change-732 (-37%)
Value$60.4K (-$35.1K)
Filed 2026-10-14
Parkside Financial Bank & Trust
NEW
Shares1,125
Change+1,125
Value$55.2K
Filed 2026-10-27
Vaquero Private Wealth, LTD
DECREASED
Shares1,092 from 5,844
Change-4,752 (-81%)
Value$53.6K (-$230.7K)
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares1,006 from 998
Change+8 (+1%)
Value$49.4K (+$885)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$45.4K (+$416)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$44.1K (+$404)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares890 from 109
Change+781 (+717%)
Value$43.7K (+$38.4K)
Filed 2026-11-06
First Horizon Corp
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$43.2K (+$396)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$42.0K (+$385)
Filed 2026-10-27
Pathway Financial Advisers, LLC
NEW
Shares766
Change+766
Value$37.6K
Filed 2026-10-27
CX Institutional
INCREASED
Shares697 from 689
Change+8 (+1%)
Value$34 ($0)
Filed 2026-10-02
Clearstead Advisors, LLC
NEW
Shares667
Change+667
Value$32.8K
Filed 2026-11-06
Trust Co
NEW
Shares586
Change+586
Value$28.8K
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares581
Change+581
Value$28.5K
Filed 2026-10-21
First Command Advisory Services, Inc.
DECREASED
Shares561 from 868
Change-307 (-35%)
Value$27.6K (-$14.7K)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares549 from 543
Change+6 (+1%)
Value$27.0K (+$522)
Filed 2026-11-02
GoalVest Advisory LLC
DECREASED
Shares510 from 621
Change-111 (-18%)
Value$25.0K (-$5.2K)
Filed 2026-10-02
Aspect Partners, LLC
DECREASED
Shares466 from 567
Change-101 (-18%)
Value$22.9K (-$4.7K)
Filed 2026-10-20
First Pacific Financial
NEW
Shares415
Change+415
Value$20.4K
Filed 2026-10-14
Decker Retirement Planning Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.6K (+$180)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares387 from 174
Change+213 (+122%)
Value$19.0K (+$10.5K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
DECREASED
Shares377 from 38,820
Change-38,443 (-99%)
Value$18.5K (-$1.9M)
Filed 2026-11-04
Addison Advisors LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$18.2K (+$166)
Filed 2026-11-06
Country Trust Bank
NEW
Shares368
Change+368
Value$18.1K
Filed 2026-10-30
Tower Trust & Investment Co
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$18.1K (+$169)
Filed 2026-10-28
Buck Wealth Strategies, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$16.3K (+$149)
Filed 2026-10-28
Mosley Wealth Management
INCREASED
Shares308 from 305
Change+3 (+1%)
Value$15.8K (+$938)
Filed 2026-10-16
Bullock Wealth Management Group
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$14.5K (+$98)
Filed 2026-10-09
Financial Perspectives, Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$13.5K (+$124)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$10.0K (+$91)
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares185
Change+185
Value$9.1K
Filed 2026-10-15
Sfam, LLC
NEW
Shares180
Change+180
Value$8.8K
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$8.8K (+$81)
Filed 2026-11-02
Mather Group, Llc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$8.6K (+$78)
Filed 2026-10-14
Independence Bank of Kentucky
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$8.4K (+$77)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares158
Change+158
Value$7.8K
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.4K (+$68)
Filed 2026-11-04
Adirondack Trust Co
NEW
Shares147
Change+147
Value$7.2K
Filed 2026-10-14
Princeton Global Asset Management LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$5.5K (+$50)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.3K (+$49)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares71
Change+71
Value$3.5K
Filed 2026-10-27
Lloyd Advisory Services, Llc.
DECREASED
Shares62 from 577
Change-515 (-89%)
Value$3.1K (-$25.0K)
Filed 2026-11-02
Hilltop National Bank
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.2K (+$20)
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
NEW
Shares39
Change+39
Value$1.9K
Filed 2026-10-29
Coston, McIsaac & Partners
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.8K (+$1.8K)
Filed 2026-11-06
PCA Investment Advisory Services Inc.
CLOSED
Shares0 from 13,121
Change-13,121 (-100%)
Value$0 (-$638.5K)
Filed 2026-10-13
Regions Financial Corp
CLOSED
Shares0 from 6,527
Change-6,527 (-100%)
Value$0 (-$317.6K)
Filed 2026-11-05
SageOak Financial, LLC
CLOSED
Shares0 from 5,067
Change-5,067 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-19
Petros Family Wealth, LLC
CLOSED
Shares0 from 4,477
Change-4,477 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-28
Carlson Financial, Inc.
CLOSED
Shares0 from 4,215
Change-4,215 (-100%)
Value$0 (-$205.1K)
Filed 2026-11-05
Titleist Asset Management, LLC
CLOSED
Shares0 from 4,155
Change-4,155 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-08
Mascoma Wealth Management LLC
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$33.6K)
Filed 2026-10-23
Navigoe, LLC
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$62)
Filed 2026-11-04
Global Trust Asset Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$19.5K)
Filed 2026-10-19
AdvisorNet Financial, Inc
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-15
Nfsg Corp
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-15
BankPlus Trust Department
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-06
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.0M (+$69.3K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$706.6K (+$196.0K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 8,894,688
Change-8,894,688 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,636,574
Change-5,636,574 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,083,870
Change-5,083,870 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,243,922
Change-3,243,922 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,577,601
Change-2,577,601 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,550,535
Change-2,550,535 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,473,676
Change-2,473,676 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,468,862
Change-2,468,862 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,255,769
Change-2,255,769 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,732,826
Change-1,732,826 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,713,342
Change-1,713,342 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,524,238
Change-1,524,238 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,213,621
Change-1,213,621 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 969,772
Change-969,772 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 645,928
Change-645,928 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 581,274
Change-581,274 (-100%)
Value—
Stephens Inc
N/A
Shares— from 553,057
Change-553,057 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 543,349
Change-543,349 (-100%)
Value—
&partners
N/A
Shares— from 471,992
Change-471,992 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 456,188
Change-456,188 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 430,333
Change-430,333 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 422,375
Change-422,375 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 385,538
Change-385,538 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 364,025
Change-364,025 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 339,897
Change-339,897 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 314,308
Change-314,308 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 301,517
Change-301,517 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 271,318
Change-271,318 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 268,982
Change-268,982 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 249,536
Change-249,536 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 219,270
Change-219,270 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 216,768
Change-216,768 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 204,448
Change-204,448 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 192,847
Change-192,847 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 192,482
Change-192,482 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 171,576
Change-171,576 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 157,158
Change-157,158 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 152,997
Change-152,997 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 136,135
Change-136,135 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 130,595
Change-130,595 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 128,242
Change-128,242 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 127,637
Change-127,637 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 124,182
Change-124,182 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 123,145
Change-123,145 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 121,152
Change-121,152 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 118,984
Change-118,984 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 118,979
Change-118,979 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 111,759
Change-111,759 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 109,559
Change-109,559 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 104,257
Change-104,257 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 101,832
Change-101,832 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 96,382
Change-96,382 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 96,334
Change-96,334 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 88,772
Change-88,772 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 84,600
Change-84,600 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 84,453
Change-84,453 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 83,486
Change-83,486 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 83,258
Change-83,258 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 82,714
Change-82,714 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 82,654
Change-82,654 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 81,719
Change-81,719 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 80,665
Change-80,665 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 77,433
Change-77,433 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 65,909
Change-65,909 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 64,426
Change-64,426 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 64,370
Change-64,370 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 61,402
Change-61,402 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 61,258
Change-61,258 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 56,522
Change-56,522 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 55,960
Change-55,960 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 55,193
Change-55,193 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 54,270
Change-54,270 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 54,142
Change-54,142 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 52,261
Change-52,261 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 50,619
Change-50,619 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 50,580
Change-50,580 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 50,077
Change-50,077 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 45,436
Change-45,436 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 45,112
Change-45,112 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 44,073
Change-44,073 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 42,538
Change-42,538 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 40,853
Change-40,853 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 39,848
Change-39,848 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 37,124
Change-37,124 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 36,972
Change-36,972 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 36,772
Change-36,772 (-100%)
Value—
FMR LLC
N/A
Shares— from 36,256
Change-36,256 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 36,023
Change-36,023 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 34,388
Change-34,388 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 34,134
Change-34,134 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 32,493
Change-32,493 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 31,821
Change-31,821 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,640
Change-31,640 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 30,782
Change-30,782 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 30,544
Change-30,544 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 30,481
Change-30,481 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 29,689
Change-29,689 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 26,585
Change-26,585 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 26,100
Change-26,100 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 24,519
Change-24,519 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 24,323
Change-24,323 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 22,680
Change-22,680 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 21,272
Change-21,272 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,978
Change-20,978 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 20,903
Change-20,903 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 20,709
Change-20,709 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 20,455
Change-20,455 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,397
Change-20,397 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 20,327
Change-20,327 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 19,620
Change-19,620 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,506
Change-19,506 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,442
Change-19,442 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 18,817
Change-18,817 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 18,699
Change-18,699 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 18,361
Change-18,361 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 17,243
Change-17,243 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 16,932
Change-16,932 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 16,702
Change-16,702 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 16,693
Change-16,693 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 15,785
Change-15,785 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,038
Change-15,038 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 14,667
Change-14,667 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,625
Change-14,625 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,585
Change-14,585 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,595
Change-13,595 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 13,582
Change-13,582 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,207
Change-13,207 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,137
Change-13,137 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,779
Change-12,779 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,603
Change-11,603 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,568
Change-11,568 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 10,140
Change-10,140 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 9,999
Change-9,999 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 9,936
Change-9,936 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,608
Change-9,608 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,195
Change-8,195 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 7,279
Change-7,279 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,883
Change-6,883 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,867
Change-5,867 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 5,678
Change-5,678 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,174
Change-5,174 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 633
Change-633 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 632
Change-632 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 583
Change-583 (-100%)
Value—
Centennial Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 472
Change-472 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 318
Change-318 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 298
Change-298 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 160
Change-160 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1
Change-1 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED16,778,90915,926,005+852,904+5%$775.0M$824.0M+$49.1M2026-11-06
Csenge Advisory Group
INCREASED1,771,6621,728,408+43,254+3%$84.1M$87.0M+$2.9M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED1,204,6881,281,357-76,669-6%$62.4M$59.2M-$3.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED956,945997,443-40,498-4%$48.5M$47.0M-$1.5M2026-11-02
Truist Financial Corp
INCREASED950,616904,402+46,214+5%$44.0M$46.7M+$2.7M2026-10-30
Rockport Wealth LLC
DECREASED922,059982,928-60,869-6%$47.8M$45.3M-$2.5M2026-11-03
Kestra Advisory Services, LLC
INCREASED846,825725,028+121,797+17%$35.3M$41.6M+$6.3M2026-11-02
True Private Wealth Advisors
INCREASED639,080627,429+11,651+2%$30.5M$31.4M+$854.5K2026-10-19
Southland Equity Partners LLC
INCREASED583,197561,017+22,180+4%$27.3M$28.6M+$1.3M2026-10-14
Beacon Financial Group
INCREASED480,733477,704+3,029+1%$23.2M$23.6M+$363.7K2026-10-19
D.A. Davidson & Co.
DECREASED411,374464,193-52,819-11%$22.6M$20.2M-$2.4M2026-10-28
RFG Advisory, LLC
INCREASED400,486384,975+15,511+4%$18.7M$19.7M+$935.0K2026-11-03
Center for Wealth Management Advisory
INCREASED302,894289,599+13,295+5%$14.1M$14.9M+$783.2K2026-10-23
Manchester Financial Inc
INCREASED296,840295,698+1,142+0%$14.4M$14.6M+$189.1K2026-10-15
McAdam, LLC
DECREASED270,223281,475-11,252-4%$13.7M$13.3M-$425.9K2026-10-21
Hobart Private Capital, LLC
INCREASED266,344261,661+4,683+2%$12.7M$13.1M+$347.7K2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED262,675263,650-9750%$12.8M$12.9M+$70.8K2026-10-15
Next Level Private LLC
INCREASED251,792251,170+622+0%$12.2M$12.4M+$143.6K2026-10-20
Perryman Financial Advisory Inc
INCREASED237,379236,123+1,256+1%$11.5M$11.7M+$167.9K2026-10-16
Keeler Thomas Management LLC
DECREASED235,730244,574-8,844-4%$11.9M$11.6M-$324.3K2026-10-29
Del-Sette Capital Management, LLC
DECREASED221,839245,466-23,627-10%$11.9M$10.9M-$1.0M2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED209,717201,438+8,279+4%$9.8M$10.3M+$497.2K2026-10-19
Randall & Associates Wealth Management
INCREASED205,874163,745+42,129+26%$8.0M$10.1M+$2.1M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED191,043180,846+10,197+6%$8.8M$9.4M+$582.2K2026-11-05
Prospera Financial Services Inc
INCREASED190,615111,366+79,249+71%$5.4M$10.3M+$4.8M2026-11-04
Compass Financial Services Inc
INCREASED187,063173,592+13,471+8%$8.4M$9.2M+$739.7K2026-11-06
Mach-1 Financial Group, LLC
INCREASED182,121169,188+12,933+8%$8.2M$8.9M+$711.3K2026-11-06
Allworth Financial LP
UNCHANGED179,430179,43000%$8.7M$8.7M$02026-11-06
Fairvoy Private Wealth, LLC
INCREASED170,692123,197+47,495+39%$6.0M$8.4M+$2.4M2026-10-19
Leelyn Smith, LLC
DECREASED162,560162,596-360%$7.9M$8.0M+$71.4K2026-11-03
Investors Research Corp
INCREASED160,279151,969+8,310+5%$7.4M$7.9M+$476.5K2026-10-07
BlueChip Wealth Advisors LLC
DECREASED160,118163,113-2,995-2%$7.9M$7.9M-$73.7K2026-11-03
Maia Wealth LLC
INCREASED159,626118,158+41,468+35%$5.7M$7.8M+$2.1M2026-10-19
JFS Wealth Advisors, LLC
INCREASED159,560158,678+882+1%$7.7M$7.8M+$114.7K2026-11-03
Turning Point Benefit Group, Inc.
INCREASED156,135100,897+55,238+55%$4.9M$7.7M+$2.8M2026-10-28
Concurrent Investment Advisors, LLC
INCREASED154,656115,717+38,939+34%$5.6M$7.6M+$2.0M2026-10-16
VestGen Advisors, LLC
INCREASED152,649131,294+21,355+16%$6.4M$7.5M+$1.1M2026-10-27
Beacon Financial Advisory LLC
INCREASED149,10468,171+80,933+119%$3.3M$7.3M+$4.0M2026-10-16
Avior Wealth Management, LLC
DECREASED146,979148,852-1,873-1%$7.2M$7.2M-$25.0K2026-10-13
Farther Finance Advisors, LLC
INCREASED141,846141,542+304+0%$6.9M$7.0M+$78.6K2026-10-08
Sigma Planning Corp
INCREASED140,991138,389+2,602+2%$6.7M$6.9M+$190.0K2026-10-23
Milestones Private Investment Advisors LLC
INCREASED133,316131,010+2,306+2%$6.4M$6.5M+$172.2K2026-10-19
International Assets Investment Management, LLC
DECREASED133,068137,125-4,057-3%$6.7M$6.6M-$154.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED127,157125,203+1,954+2%$6.2M$6.4M+$141.8K2026-10-13
Genesis Private Wealth, LLC
INCREASED122,949121,926+1,023+1%$5.9M$6.0M+$105.1K2026-11-02
CFS Investment Advisory Services, LLC
DECREASED120,297123,207-2,910-2%$6.1M$5.9M-$199.2K2026-10-19
Creative Planning
DECREASED117,991123,636-5,645-5%$6.0M$5.8M-$221.6K2026-11-02
Wedbush Securities Inc
INCREASED110,764103,960+6,804+7%$5.1M$5.4M+$381.0K2026-10-22
Asset One Wealth Management LLC
INCREASED103,59099,766+3,824+4%$5.0M$5.1M+$96.0K2026-11-02
Hidden Cove Wealth Management, LLC
DECREASED98,986115,430-16,444-14%$5.6M$4.9M-$755.6K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED96,83196,794+37+0%$4.7M$4.8M+$45.4K2026-10-26
Wisconsin Wealth Advisors, LLC
INCREASED96,18694,893+1,293+1%$4.6M$4.7M+$106.2K2026-10-08
Ascentis Independent Advisors
NEW88,094—+88,094——$4.3M—2026-11-03
Elevated Capital Advisors, LLC
DECREASED86,61594,673-8,058-9%$4.6M$4.3M-$353.1K2026-11-04
FSM Wealth Advisors, LLC
DECREASED84,41789,428-5,011-6%$4.4M$4.2M-$118.0K2026-10-27
Oppenheimer & Co Inc
INCREASED81,39876,334+5,064+7%$3.7M$4.0M+$283.0K2026-10-26
Merit Financial Group, LLC
INCREASED73,83653,828+20,008+37%$2.6M$3.6M+$1.0M2026-11-06
ROI Financial Advisors, LLC
DECREASED72,35672,824-468-1%$3.5M$3.6M+$9.8K2026-10-19
Salomon & Ludwin, LLC
DECREASED71,69172,191-500-1%$3.5M$3.5M-$10.8K2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED69,37270,236-864-1%$3.4M$3.4M-$10.8K2026-10-16
US Bancorp \de\
DECREASED65,41466,380-966-1%$3.2M$3.2M-$17.6K2026-11-05
Davenport & Co LLC
INCREASED65,31663,949+1,367+2%$3.1M$3.2M+$95.9K2026-10-14
Fifth Third Bancorp
DECREASED64,92466,091-1,167-2%$3.2M$3.2M-$27.6K2026-11-05
Teamwork Financial Advisors, LLC
INCREASED60,38456,372+4,012+7%$2.7M$3.0M+$222.4K2026-10-19
Collaborative Wealth Managment Inc.
INCREASED60,04557,203+2,842+5%$2.8M$2.9M+$165.3K2026-11-06
Wetzel Investment Advisors, Inc.
DECREASED57,53860,260-2,722-5%$2.9M$2.8M-$106.6K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED56,78857,411-623-1%$2.8M$2.8M-$4.8K2026-10-23
Ipsen Advisor Group LLC
INCREASED55,55753,745+1,812+3%$2.6M$2.7M+$113.2K2026-10-29
Independent Financial Group, LLC
INCREASED52,90952,602+307+1%$2.6M$2.6M+$38.8K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED51,25851,726-468-1%$2.5M$2.5M+$2932026-10-08
Kestra Private Wealth Services, LLC
INCREASED50,16847,410+2,758+6%$2.3M$2.5M+$156.8K2026-11-06
Triumph Capital Management
INCREASED50,03249,613+419+1%$2.4M$2.5M+$42.9K2026-10-14
MGO One Seven LLC
DECREASED48,59848,701-1030%$2.4M$2.4M+$16.8K2026-10-28
Wagner Wealth Management, Corp
INCREASED45,94241,729+4,213+10%$2.0M$2.3M+$225.7K2026-10-20
Daymark Wealth Partners, LLC
INCREASED45,42136,619+8,802+24%$1.8M$2.2M+$448.7K2026-11-04
Arwa LLC
NEW44,684—+44,684——$2.2M—2026-10-21
Balefire, LLC
DECREASED43,11954,511-11,392-21%$2.9M$2.1M-$784.3K2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
DECREASED42,52254,138-11,616-21%$2.6M$2.1M-$546.1K2026-10-15
Santori & Peters, Inc.
INCREASED42,18441,965+219+1%$2.0M$2.1M+$29.6K2026-10-26
Quad-Cities Investment Group, LLC
DECREASED42,07542,434-359-1%$2.1M$2.1M+$1.5K2026-10-16
Moors & Cabot, Inc.
DECREASED41,70747,282-5,575-12%$2.3M$2.0M-$252.5K2026-11-06
Lighthouse Wealth Management Inc.
INCREASED39,52339,229+294+1%$1.9M$1.9M+$32.1K2026-10-13
Stackstone Wealth, LLC
NEW37,976—+37,976——$1.9M—2026-10-19
1900 Wealth Management LLC
DECREASED37,37437,431-570%$1.8M$1.8M+$14.0K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED37,16828,359+8,809+31%$1.4M$1.8M+$445.4K2026-10-26
IFP Advisors, Inc
DECREASED37,00537,020-150%$1.8M$1.8M+$15.9K2026-10-16
Founders Financial Securities LLC
DECREASED34,44637,576-3,130-8%$1.8M$1.7M-$136.8K2026-10-28
Retirement Planning Group, LLC
INCREASED34,34628,856+5,490+19%$1.4M$1.7M+$282.6K2026-10-19
Private Trust Co NA
DECREASED34,25336,648-2,395-7%$1.8M$1.7M-$101.1K2026-10-20
Flynn Zito Capital Management, LLC
INCREASED32,05731,729+328+1%$1.5M$1.6M+$30.4K2026-11-04
Neumann Capital Management, LLC
INCREASED31,75029,150+2,600+9%$1.4M$1.6M+$140.8K2026-10-15
Valued Retirements, Inc.
DECREASED30,61639,641-9,025-23%$1.9M$1.5M-$425.4K2026-11-06
Atria Investments, Inc
DECREASED30,40833,457-3,049-9%$1.6M$1.5M-$134.7K2026-10-15
Spectrum Wealth Advisory Group, LLC
DECREASED29,30729,575-268-1%$1.4M$1.4M+$1572026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED29,25528,981+274+1%$1.4M$1.4M+$6.2K2026-10-13
Fortis Group Advisors, LLC
INCREASED28,19525,603+2,592+10%$1.2M$1.5M+$272.2K2026-11-06
Lanark Financial, Inc.
DECREASED28,17932,993-4,814-15%$1.6M$1.4M-$221.6K2026-10-26
Clear Creek Financial Management, LLC
DECREASED27,94228,895-953-3%$1.4M$1.4M-$33.8K2026-10-28
First Heartland Consultants, Inc.
DECREASED26,97039,332-12,362-31%$1.9M$1.3M-$589.4K2026-10-08
Summit Wealth Group LLC / Co
DECREASED26,50427,371-867-3%$1.3M$1.3M-$30.3K2026-10-29
Nations Financial Group Inc,
INCREASED26,48826,105+383+1%$1.3M$1.3M+$30.6K2026-11-05
MSH Capital Advisors LLC
INCREASED26,23519,287+6,948+36%$938.5K$1.3M+$349.9K2026-11-03
New England Private Wealth Advisors LLC
INCREASED26,14126,008+133+1%$1.3M$1.3M-$54.8K2026-10-19
Money Concepts Capital Corp
DECREASED25,92561,736-35,811-58%$3.0M$1.3M-$1.7M2026-11-06
Tcfg Investment Advisors, LLC
DECREASED25,69425,716-220%$1.3M$1.3M+$10.5K2026-10-20
Commonwealth Financial Services, LLC
DECREASED25,51225,590-780%$1.2M$1.3M+$7.7K2026-10-20
Diversified Enterprises, LLC
INCREASED25,41825,402+16+0%$1.2M$1.2M+$12.2K2026-10-19
PKS Advisory Services, LLC
UNCHANGED25,40925,40900%$1.2M$1.2M$02026-10-26
Altus Wealth Group LLC
DECREASED25,20225,302-1000%$1.2M$1.2M+$6.5K2026-10-20
Cullen T Bankers, Inc.
DECREASED23,62727,147-3,520-13%$1.3M$1.2M-$160.6K2026-10-28
Level Four Advisory Services, LLC
INCREASED23,35222,632+720+3%$1.1M$1.1M+$45.5K2026-11-06
Archford Capital Strategies, LLC
INCREASED22,62422,355+269+1%$1.1M$1.1M+$23.3K2026-10-19
KPP Advisory Services LLC
INCREASED22,02420,118+1,906+9%$978.9K$1.1M+$102.7K2026-10-26
Larson Financial Group LLC
DECREASED21,91822,853-935-4%$1.1M$1.1M-$35.6K2026-11-05
RFG - Bristol Wealth Advisors, LLC
INCREASED20,98520,675+310+2%$1.0M$1.0M+$24.6K2026-10-09
Formidable Asset Management, LLC
INCREASED20,58319,599+984+5%$995.6K$1.0M+$5.9K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED20,26420,255+9+0%$985.6K$995.2K+$9.5K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED19,73119,893-162-1%$968.0K$969.0K+$1.0K2026-11-04
Crumly & Associates Inc.
DECREASED19,52419,647-123-1%$956.0K$958.8K+$2.8K2026-10-07
Elevation Point Wealth Partners, LLC
INCREASED19,52213,659+5,863+43%$664.6K$958.7K+$294.1K2026-11-05
Vontobel Holding Ltd.
INCREASED19,05813,318+5,740+43%$648.1K$935.9K+$287.9K2026-10-16
StoneX Group Inc.
INCREASED18,69310,534+8,159+77%$512.6K$918.0K+$405.4K2026-11-03
Compass Financial Management LLC
INCREASED18,66818,660+8+0%$908.0K$916.8K+$8.8K2026-10-30
Bank of New York Mellon Corp
INCREASED17,54615,388+2,158+14%$748.8K$861.7K+$112.9K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED17,25917,191+68+0%$836.5K$847.6K+$11.1K2026-10-30
Intrua Financial, LLC
DECREASED17,23117,617-386-2%$857.3K$846.2K-$11.1K2026-10-28
tru Independence LLC
INCREASED17,10217,084+18+0%$831.3K$839.9K+$8.5K2026-10-20
KMG Fiduciary Partners, LLC
DECREASED17,02224,909-7,887-32%$1.2M$835.9K-$376.1K2026-10-14
Redwood Financial Network Corp
NEW17,021—+17,021——$835.9K—2026-11-03
Connecticut Wealth Management, LLC
UNCHANGED17,00017,00000%$827.2K$834.9K+$7.7K2026-10-13
United Bank
DECREASED16,92317,106-183-1%$832.4K$831.1K-$1.3K2026-11-06
Linscomb Wealth, Inc.
UNCHANGED16,88116,88100%$821.4K$829.0K+$7.6K2026-11-05
Integrity Alliance, Llc.
INCREASED15,86010,001+5,859+59%$486.7K$778.9K+$292.2K2026-10-29
Bell Bank
DECREASED15,63124,302-8,671-36%$1.2M$767.6K-$414.9K2026-10-21
Accel Wealth Management
INCREASED15,53913,994+1,545+11%$680.9K$763.1K+$82.2K2026-10-13
Dynamic Advisor Solutions LLC
NEW15,497—+15,497——$761.1K—2026-10-13
Sowell Financial Services LLC
INCREASED15,30710,979+4,328+39%$534.2K$751.7K+$217.5K2026-10-23
Citigroup Inc
INCREASED15,19410,835+4,359+40%$527.2K$746.2K+$219.0K2026-11-04
XML Financial, LLC
INCREASED14,89014,091+799+6%$685.7K$731.2K+$45.6K2026-10-29
Finward Bancorp
DECREASED14,72615,656-930-6%$761.8K$723.2K-$38.6K2026-10-14
Krilogy Financial LLC
INCREASED14,53614,147+389+3%$688.4K$729.4K+$41.0K2026-10-13
PFG Advisors
INCREASED14,51313,828+685+5%$672.9K$712.7K+$39.9K2026-10-16
PNC Financial Services Group, Inc.
DECREASED14,29814,376-78-1%$699.5K$702.2K+$2.6K2026-11-06
Entruity Wealth, LLC
DECREASED14,17214,570-398-3%$709.0K$696.0K-$13.0K2026-11-06
Morey & Quinn Wealth Partners, LLC
INCREASED13,99613,341+655+5%$649.2K$687.4K+$38.2K2026-10-28
CoreCap Advisors, LLC
DECREASED13,93214,067-135-1%$684.5K$684.2K-$2992026-10-08
Diversified Portfolios, Inc.
INCREASED13,8274,592+9,235+201%$223.4K$679.0K+$455.6K2026-11-04
Weaver Consulting Group
UNCHANGED13,77113,77100%$670.1K$676.3K+$6.2K2026-10-07
Signature Equity Partners, LLC
INCREASED13,445154+13,291+8631%$7.5K$660.3K+$652.8K2026-10-29
Urban Wealth Management, LLC
INCREASED13,38011,470+1,910+17%$558.1K$657.1K+$99.0K2026-10-21
1834 Investment Advisors Co
NEW13,355—+13,355——$655.9K—2026-10-16
Apollon Wealth Management, LLC
DECREASED12,48012,581-101-1%$612.2K$612.9K+$7012026-10-23
Mesirow Financial Investment Management, Inc.
UNCHANGED11,57111,57100%$563.1K$568.3K+$5.2K2026-11-05
NWF Advisory Services Inc.
INCREASED11,51511,064+451+4%$538.4K$565.5K+$27.1K2026-10-19
QTR Family Wealth, LLC
INCREASED11,30711,288+19+0%$549.3K$555.3K+$6.0K2026-11-02
Brookstone Capital Management
DECREASED11,14314,793-3,650-25%$719.8K$547.2K-$172.6K2026-10-22
Park Avenue Securities LLC
DECREASED10,26910,456-187-2%$509.0K$504.0K-$5.0K2026-10-26
Uptick Partners, LLC
INCREASED10,2397,205+3,034+42%$350.6K$502.8K+$152.2K2026-11-04
UMB Bank, n.a.
UNCHANGED10,20810,20800%$496.7K$501.3K+$4.6K2026-11-06
Merkkuri Wealth Advisors LLC
INCREASED10,20010,095+105+1%$491.2K$500.9K+$9.7K2026-11-03
Asset Allocation Strategies LLC
INCREASED9,8599,681+178+2%$471.1K$484.2K+$13.1K2026-10-20
Assetmark, Inc
INCREASED9,6159,348+267+3%$454.9K$472.2K+$17.3K2026-10-21
MTM Investment Management, LLC
UNCHANGED9,6159,61500%$467.9K$472.2K+$4.3K2026-10-30
Provenance Wealth Advisors, LLC
INCREASED9,5077,712+1,795+23%$375.2K$466.9K+$91.6K2026-10-30
Atlas Private Wealth Advisors
DECREASED9,49110,214-723-7%$497.0K$466.1K-$30.9K2026-10-23
Financial Harvest, LLC
UNCHANGED9,0639,06300%$441.0K$445.1K+$4.1K2026-10-15
Sound Income Strategies, LLC
DECREASED8,7888,978-190-2%$436.9K$440.7K+$3.8K2026-10-09
Cyndeo Wealth Partners, LLC
INCREASED8,7495,736+3,013+53%$279.1K$429.7K+$150.5K2026-10-16
Sloy Dahl & Holst, LLC
INCREASED8,7308,230+500+6%$400.5K$428.7K+$28.3K2026-10-14
Claro Advisors Inc.
INCREASED8,4188,367+51+1%$407.1K$413.4K+$6.3K2026-11-02
Promethium Advisors,llc
UNCHANGED8,4008,40000%$408.7K$412.5K+$3.8K2026-10-19
Meadow Creek Wealth Advisors LLC
UNCHANGED8,3668,36600%$407.1K$410.9K+$3.8K2026-11-02
TrueWealth Advisors, LLC
INCREASED8,3396,652+1,687+25%$323.7K$409.5K+$85.9K2026-10-09
James T. Borello RIA
DECREASED8,3198,344-250%$406.0K$408.5K+$2.5K2026-10-16
TD Waterhouse Canada Inc.
DECREASED8,3019,480-1,179-12%$464.4K$409.6K-$54.8K2026-10-16
Trueblood Wealth Management, LLC
INCREASED8,1728,119+53+1%$395.1K$401.3K+$6.2K2026-10-23
Paragon Private Wealth Management, LLC
DECREASED7,9948,194-200-2%$398.7K$392.6K-$6.1K2026-10-20
Semus Wealth Partners LLC
INCREASED7,7447,671+73+1%$373.3K$380.3K+$7.0K2026-10-22
WealthTrust Asset Management, LLC
INCREASED7,5667,561+5+0%$367.9K$371.6K+$3.7K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED7,5536,502+1,051+16%$316.4K$370.9K+$54.5K2026-11-04
Wespac Advisors SoCal, LLC
UNCHANGED7,5507,55000%$367.4K$370.8K+$3.4K2026-10-13
Bensler, LLC
INCREASED7,4276,860+567+8%$333.8K$364.7K+$30.9K2026-11-05
Valley National Advisers Inc
INCREASED7,3917,084+307+4%$344.7K$363.0K+$18.3K2026-10-23
Principle Wealth Partners LLC
UNCHANGED7,2607,26000%$353.3K$356.5K+$3.3K2026-11-02
Thrivent Financial for Lutherans
NEW7,155—+7,155——$351.0K—2026-11-05
Equitable Trust Co
UNCHANGED7,0057,00500%$340.9K$344.0K+$3.2K2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED6,9006,90000%$335.8K$338.9K+$3.1K2026-10-05
RDA Financial Network
INCREASED6,8336,804+29+0%$331.1K$335.6K+$4.5K2026-10-15
Visionary Wealth Advisors
NEW6,747—+6,747——$331.3K—2026-11-04
HBK Sorce Advisory LLC
INCREASED6,7475,360+1,387+26%$277.0K$363.9K+$87.0K2026-11-06
Mattern Wealth Management LLC
DECREASED6,7266,802-76-1%$331.0K$330.3K-$6712026-11-04
Crusonia Wealth Advisors LLC
DECREASED6,7186,852-134-2%$333.4K$329.9K-$3.5K2026-10-26
Waterfront Wealth Inc.
UNCHANGED6,5716,57100%$327.2K$341.9K+$14.7K2026-11-03
Citizens Financial Group Inc
INCREASED6,5586,490+68+1%$315.8K$322.1K+$6.2K2026-10-23
Institute for Wealth Management, Llc.
UNCHANGED6,5076,50700%$316.6K$319.6K+$2.9K2026-11-06
Compound Planning, Inc.
INCREASED6,4976,102+395+6%$296.9K$319.1K+$22.1K2026-11-05
Brighton Jones LLC
UNCHANGED6,4916,49100%$315.8K$318.7K+$2.9K2026-11-03
Whelan Financial
INCREASED6,2726,249+23+0%$304.1K$308.0K+$3.9K2026-10-28
Iams Wealth Management, LLC
DECREASED6,2478,159-1,912-23%$397.1K$306.8K-$90.2K2026-10-15
Clear Harbor Asset Management, LLC
UNCHANGED6,2366,23600%$303.4K$306.3K+$2.8K2026-11-05
Koshinski Asset Management, Inc.
DECREASED6,1417,209-1,068-15%$350.8K$301.6K-$49.2K2026-10-29
Simplicity Wealth,LLC
INCREASED6,1235,994+129+2%$291.7K$300.7K+$9.0K2026-10-23
Savant Capital, LLC
INCREASED6,0975,731+366+6%$278.9K$299.4K+$20.6K2026-11-06
Trek Financial, LLC
NEW6,088—+6,088——$571.4K—2026-10-29
Sterling Investment Management, LLC
UNCHANGED5,8005,80000%$282.2K$284.8K+$2.6K2026-10-16
Carl P. Sherr & Co., LLC
UNCHANGED5,7855,78500%$281.5K$284.1K+$2.6K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED5,7625,750+12+0%$279.8K$283.0K+$3.2K2026-10-21
Cogent Private Wealth, Inc.
NEW5,707—+5,707——$280.3K—2026-11-06
Smith Partners Wealth Management, LLC
UNCHANGED5,5905,59000%$272.0K$274.5K+$2.5K2026-11-05
DB&C Advisors, LLC
INCREASED5,5825,527+55+1%$268.9K$274.1K+$5.2K2026-10-26
Odyssey Capital Advisors, Inc.
UNCHANGED5,5715,57100%$271.1K$273.6K+$2.5K2026-10-26
Columbia Advisory Partners LLC
NEW5,378—+5,378——$264.1K—2026-10-15
apricus wealth, LLC
INCREASED5,3354,571+764+17%$222.4K$262.0K+$39.6K2026-10-26
United Advisor Group, LLC
INCREASED5,3015,226+75+1%$254.3K$260.3K+$6.0K2026-11-03
Wise Wealth Partners
UNCHANGED5,2675,26700%$256.3K$258.7K+$2.4K2026-10-14
Old Port Advisors
UNCHANGED5,1445,14400%$250.3K$252.6K+$2.3K2026-10-23
Ashton Thomas Securities, LLC
NEW5,071—+5,071——$249.0K—2026-10-26
Horst & Graben Wealth Management LLC
UNCHANGED4,7604,76000%$232.9K$233.8K+$9052026-11-02
Puff Wealth Management, LLC
DECREASED4,7185,397-679-13%$262.6K$231.7K-$30.9K2026-10-07
Bond & Devick Financial Network, Inc.
UNCHANGED4,7014,70100%$228.8K$230.9K+$2.1K2026-10-23
Salzhauer Michael
DECREASED4,6764,753-77-2%$231.3K$229.6K-$1.6K2026-10-28
Community Bank & Trust, Waco, Texas
NEW4,415—+4,415——$217.0K—2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED4,3344,683-349-7%$227.9K$212.9K-$15.0K2026-11-03
Stonebridge Financial Planning Group, LLC
NEW4,080—+4,080——$200.4K—2026-11-06
Spire Wealth Management
INCREASED4,0384,023+15+0%$195.7K$198.3K+$2.6K2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED3,5183,418+100+3%$166.3K$172.8K+$6.5K2026-10-23
Creative Financial Designs Inc
INCREASED3,4343,357+77+2%$163.4K$168.6K+$5.3K2026-11-04
Golden State Wealth Management, LLC
INCREASED3,1623,129+33+1%$152.3K$155.3K+$3.0K2026-11-02
Pinnacle Bancorp, Inc.
DECREASED3,0983,123-25-1%$152.0K$152.1K+$1782026-10-21
Roxbury Financial LLC
INCREASED3,0671,536+1,531+100%$74.7K$150.6K+$75.9K2026-10-01
Rossby Financial, LCC
UNCHANGED2,8752,87500%$139.9K$141.2K+$1.3K2026-11-05
Pillar Financial Advisors, LLC
UNCHANGED2,6252,62500%$127.7K$128.9K+$1.2K2026-10-21
Wolff Wiese Magana LLC
INCREASED2,4952,471+24+1%$120.2K$122.5K+$2.3K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED2,3912,39100%$116.0K$117.0K+$1.0K2026-11-04
Tsfg, LLC
INCREASED2,3382,327+11+0%$113.0K$115.0K+$2.0K2026-10-23
Gamma Investing LLC
UNCHANGED2,2462,24600%$109.3K$110.3K+$1.0K2026-10-08
Gen-Wealth Partners Inc
UNCHANGED1,9001,90000%$92.5K$93.3K+$8552026-11-04
First Financial Corp
UNCHANGED1,8751,87500%$91.2K$92.1K+$8432026-10-13
Mcdonald Partners LLC
UNCHANGED1,8501,85000%$90.0K$90.9K+$8332026-11-03
Parallel Advisors, LLC
DECREASED1,5041,698-194-11%$82.6K$73.9K-$8.8K2026-11-03
SBI Securities Co., Ltd.
INCREASED1,3501,222+128+10%$59.5K$66.3K+$6.8K2026-10-22
Westside Investment Management, Inc.
UNCHANGED1,3001,30000%$63.3K$63.8K+$5852026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,2291,961-732-37%$95.4K$60.4K-$35.1K2026-10-14
Parkside Financial Bank & Trust
NEW1,125—+1,125——$55.2K—2026-10-27
Vaquero Private Wealth, LTD
DECREASED1,0925,844-4,752-81%$284.4K$53.6K-$230.7K2026-10-27
Raleigh Capital Management Inc.
INCREASED1,006998+8+1%$48.5K$49.4K+$8852026-10-28
Moisand Fitzgerald Tamayo, LLC
UNCHANGED92592500%$45.0K$45.4K+$4162026-10-15
Cape Investment Advisory, Inc.
UNCHANGED89889800%$43.7K$44.1K+$4042026-10-13
Russell Investments Group, Ltd.
INCREASED890109+781+717%$5.3K$43.7K+$38.4K2026-11-06
First Horizon Corp
UNCHANGED88088000%$42.8K$43.2K+$3962026-10-26
North Star Investment Management Corp.
UNCHANGED85585500%$41.6K$42.0K+$3852026-10-27
Pathway Financial Advisers, LLC
NEW766—+766——$37.6K—2026-10-27
CX Institutional
INCREASED697689+8+1%$34$34$02026-10-02
Clearstead Advisors, LLC
NEW667—+667——$32.8K—2026-11-06
Trust Co
NEW586—+586——$28.8K—2026-10-09
Root Financial Partners, LLC
NEW581—+581——$28.5K—2026-10-21
First Command Advisory Services, Inc.
DECREASED561868-307-35%$42.2K$27.6K-$14.7K2026-11-05
Reap Financial Group, LLC
INCREASED549543+6+1%$26.4K$27.0K+$5222026-11-02
GoalVest Advisory LLC
DECREASED510621-111-18%$30.2K$25.0K-$5.2K2026-10-02
Aspect Partners, LLC
DECREASED466567-101-18%$27.6K$22.9K-$4.7K2026-10-20
First Pacific Financial
NEW415—+415——$20.4K—2026-10-14
Decker Retirement Planning Inc.
UNCHANGED40040000%$19.5K$19.6K+$1802026-10-19
Silver Grove Financial Group, Inc.
INCREASED387174+213+122%$8.5K$19.0K+$10.5K2026-11-05
Tounjian Advisory Partners, LLC
DECREASED37738,820-38,443-99%$1.9M$18.5K-$1.9M2026-11-04
Addison Advisors LLC
UNCHANGED37037000%$18.0K$18.2K+$1662026-11-06
Country Trust Bank
NEW368—+368——$18.1K—2026-10-30
Tower Trust & Investment Co
UNCHANGED36836800%$17.9K$18.1K+$1692026-10-28
Buck Wealth Strategies, LLC
UNCHANGED33133100%$16.1K$16.3K+$1492026-10-28
Mosley Wealth Management
INCREASED308305+3+1%$14.9K$15.8K+$9382026-10-16
Bullock Wealth Management Group
UNCHANGED29529500%$14.4K$14.5K+$982026-10-09
Financial Perspectives, Inc
UNCHANGED27527500%$13.4K$13.5K+$1242026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED20320300%$9.9K$10.0K+$912026-10-28
Blue Trust, Inc.
NEW185—+185——$9.1K—2026-10-15
Sfam, LLC
NEW180—+180——$8.8K—2026-11-03
Key FInancial Inc
UNCHANGED17917900%$8.7K$8.8K+$812026-11-02
Mather Group, Llc.
UNCHANGED17517500%$8.5K$8.6K+$782026-10-14
Independence Bank of Kentucky
UNCHANGED17217200%$8.4K$8.4K+$772026-10-26
William Mack & Associates, Inc.
NEW158—+158——$7.8K—2026-10-27
Eukles Asset Management
UNCHANGED15015000%$7.3K$7.4K+$682026-11-04
Adirondack Trust Co
NEW147—+147——$7.2K—2026-10-14
Princeton Global Asset Management LLC
UNCHANGED11211200%$5.5K$5.5K+$502026-10-21
McCarley & Cook Financial Planners
UNCHANGED10810800%$5.3K$5.3K+$492026-10-21
Birch Financial Group, LLC
NEW71—+71——$3.5K—2026-10-27
Lloyd Advisory Services, Llc.
DECREASED62577-515-89%$28.1K$3.1K-$25.0K2026-11-02
Hilltop National Bank
UNCHANGED444400%$2.1K$2.2K+$202026-10-14
Rachor Investment Advisory Services, LLC
NEW39—+39——$1.9K—2026-10-29
Coston, McIsaac & Partners
UNCHANGED363600%$1$1.8K+$1.8K2026-11-06
PCA Investment Advisory Services Inc.
CLOSED013,121-13,121-100%$638.5K$0-$638.5K2026-10-13
Regions Financial Corp
CLOSED06,527-6,527-100%$317.6K$0-$317.6K2026-11-05
SageOak Financial, LLC
CLOSED05,067-5,067-100%$246.6K$0-$246.6K2026-10-19
Petros Family Wealth, LLC
CLOSED04,477-4,477-100%$217.9K$0-$217.9K2026-10-28
Carlson Financial, Inc.
CLOSED04,215-4,215-100%$205.1K$0-$205.1K2026-11-05
Titleist Asset Management, LLC
CLOSED04,155-4,155-100%$202.2K$0-$202.2K2026-10-08
Mascoma Wealth Management LLC
CLOSED0691-691-100%$33.6K$0-$33.6K2026-10-23
Navigoe, LLC
CLOSED0666-666-100%$62$0-$622026-11-04
Global Trust Asset Management, LLC
CLOSED0400-400-100%$19.5K$0-$19.5K2026-10-19
AdvisorNet Financial, Inc
CLOSED0166-166-100%$8.1K$0-$8.1K2026-10-15
Nfsg Corp
CLOSED0120-120-100%$5.8K$0-$5.8K2026-10-15
BankPlus Trust Department
CLOSED0110-110-100%$5.4K$0-$5.4K2026-11-06
Illumine Investment Management, LLC
UNCHANGED000—$978.7K$1.0M+$69.3K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$510.7K$706.6K+$196.0K2026-10-29
Morgan Stanley
N/A—8,894,688-8,894,688-100%$432.8M———
Ameriprise Financial Inc
N/A—5,636,574-5,636,574-100%$276.5M———
Raymond James Financial Inc
N/A—5,083,870-5,083,870-100%$247.4M———
Wells Fargo & Company
N/A—3,243,922-3,243,922-100%$157.8M———
Bank of America Corp
N/A—2,577,601-2,577,601-100%$125.4M———
Cetera Investment Advisers
N/A—2,550,535-2,550,535-100%$124.1M———
Royal Bank of Canada
N/A—2,473,676-2,473,676-100%$120.4M———
UBS Group AG
N/A—2,468,862-2,468,862-100%$120.1M———
Northwestern Mutual Wealth Management Co
N/A—2,255,769-2,255,769-100%$109.8M———
Osaic Holdings, Inc.
N/A—1,732,826-1,732,826-100%$84.3M———
Jones Financial Companies Lllp
N/A—1,713,342-1,713,342-100%$85.0M———
Envestnet Asset Management Inc
N/A—1,524,238-1,524,238-100%$74.2M———
Stifel Financial Corp
N/A—1,213,621-1,213,621-100%$59.1M———
Private Advisor Group, LLC
N/A—969,772-969,772-100%$47.2M———
Janney Montgomery Scott LLC
N/A—645,928-645,928-100%$31.4M———
Baird Financial Group, Inc.
N/A—581,274-581,274-100%$28.3M———
Stephens Inc
N/A—553,057-553,057-100%$26.9M———
BNP Paribas Financial Markets
N/A—543,349-543,349-100%$26.4M———
&partners
N/A—471,992-471,992-100%$23.0M———
Harbour Investments, Inc.
N/A—456,188-456,188-100%$22.2M———
Goldman Sachs Group Inc
N/A—430,333-430,333-100%$20.9M———
Kingsview Wealth Management, LLC
N/A—422,375-422,375-100%$20.6M———
HighTower Advisors, LLC
N/A—385,538-385,538-100%$18.8M———
Vestmark Advisory Solutions, Inc.
N/A—364,025-364,025-100%$17.7M———
Equitable Holdings, Inc.
N/A—339,897-339,897-100%$16.5M———
Steward Partners Investment Advisory, LLC
N/A—314,308-314,308-100%$15.3M———
HC Advisors, LLC
N/A—301,517-301,517-100%$14.7M———
Rockefeller Capital Management L.P.
N/A—271,318-271,318-100%$13.2M———
Rehmann Capital Advisory Group
N/A—268,982-268,982-100%$13.1M———
JPMorgan Chase & Co
N/A—249,536-249,536-100%$12.3M———
Goldstone Financial Group, LLC
N/A—219,270-219,270-100%$10.7M———
Mariner, LLC
N/A—216,768-216,768-100%$10.5M———
First Trust Advisors LP
N/A—204,448-204,448-100%$9.9M———
Arax Advisory Partners
N/A—192,847-192,847-100%$9.4M———
MML Investors Services, LLC
N/A—192,482-192,482-100%$9.4M———
Cozad Asset Management Inc
N/A—171,576-171,576-100%$8.3M———
Proactive Wealth Strategies LLC
N/A—157,158-157,158-100%$7.6M———
Prosperity Consulting Group, LLC
N/A—152,997-152,997-100%$7.4M———
Harvest Investment Services, LLC
N/A—136,135-136,135-100%$6.6M———
Independent Advisor Alliance
N/A—130,595-130,595-100%$6.4M———
Qube Research & Technologies Ltd
N/A—128,242-128,242-100%$6.2M———
NewEdge Advisors, LLC
N/A—127,637-127,637-100%$6.2M———
Oxford Wealth Group, LLC
N/A—124,182-124,182-100%$6.0M———
HFG Advisors, Inc.
N/A—123,145-123,145-100%$6.0M———
Stratos Wealth Partners, Ltd.
N/A—121,152-121,152-100%$5.9M———
Integrated Wealth Concepts LLC
N/A—118,984-118,984-100%$5.8M———
Snowden Capital Advisors LLC
N/A—118,979-118,979-100%$5.8M———
Arkadios Wealth Advisors
N/A—111,759-111,759-100%$5.4M———
One Capital Management, LLC
N/A—109,559-109,559-100%$5.6M———
Bluespring Wealth Management, LLC
N/A—104,257-104,257-100%$5.1M———
IHT Wealth Management, LLC
N/A—101,832-101,832-100%$5.0M———
Gateway Wealth Partners, LLC
N/A—96,382-96,382-100%$4.7M———
Summit Financial, LLC
N/A—96,334-96,334-100%$4.7M———
Benjamin Edwards Inc
N/A—88,772-88,772-100%$4.3M———
Citadel Advisors LLC
N/A—84,600-84,600-100%$4.1M———
PMG Wealth Management, Inc.
N/A—84,453-84,453-100%$4.1M———
Advisory Alpha, LLC
N/A—83,486-83,486-100%$4.1M———
World Investment Advisors
N/A—83,258-83,258-100%$4.2M———
Ameritas Advisory Services, LLC
N/A—82,714-82,714-100%$4.0M———
Shepherd Kaplan Krochuk, LLC
N/A—82,654-82,654-100%$4.0M———
UBS Asset Management Americas LLC
N/A—81,719-81,719-100%$4.0M———
Natixis Advisors, LLC
N/A—80,665-80,665-100%$3.9M———
PCG Wealth Advisors, LLC
N/A—77,433-77,433-100%$3.8M———
Stratos Wealth Advisors, LLC
N/A—65,909-65,909-100%$3.2M———
Jaffetilchin Investment Partners, LLC
N/A—64,426-64,426-100%$3.1M———
Envestnet Portfolio Solutions, Inc.
N/A—64,370-64,370-100%$3.1M———
Principal Securities, Inc.
N/A—61,402-61,402-100%$3.0M———
Forge Financial Services LLC
N/A—61,258-61,258-100%$3.0M———
Marshall Investment Management, LLC
N/A—56,522-56,522-100%$2.8M———
Foundations Investment Advisors, LLC
N/A—55,960-55,960-100%$2.7M———
IFG Advisory, LLC
N/A—55,193-55,193-100%$2.7M———
PFG Investments, LLC
N/A—54,270-54,270-100%$2.6M———
O'shaughnessy Asset Management, LLC
N/A—54,142-54,142-100%$2.6M———
AE Wealth Management LLC
N/A—52,261-52,261-100%$2.5M———
Sanctuary Advisors, LLC
N/A—50,619-50,619-100%$2.5M———
Arete Wealth Advisors, LLC
N/A—50,580-50,580-100%$2.5M———
Sargent Investment Group, LLC
N/A—50,077-50,077-100%$2.4M———
Belpointe Asset Management LLC
N/A—45,436-45,436-100%$2.2M———
Renaissance Technologies LLC
N/A—45,112-45,112-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—44,073-44,073-100%$2.1M———
D. E. Shaw & Co., Inc.
N/A—42,538-42,538-100%$2.1M———
Centaurus Financial, Inc.
N/A—40,853-40,853-100%$2.0M———
IFS Group,LLC
N/A—39,848-39,848-100%$1.9M———
Geneos Wealth Management Inc.
N/A—37,124-37,124-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—36,972-36,972-100%$1.8M———
Captrust Financial Advisors
N/A—36,772-36,772-100%$1.8M———
FMR LLC
N/A—36,256-36,256-100%$1.8M———
FSB Premier Wealth Management, Inc.
N/A—36,023-36,023-100%$1.8M———
Western Wealth Management, LLC
N/A—34,388-34,388-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—34,134-34,134-100%$1.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—32,493-32,493-100%$1.6M———
Modern Wealth Management, LLC
N/A—31,821-31,821-100%$1.5M———
Capital Analysts, LLC
N/A—31,640-31,640-100%$1.5M———
Silver OAK Securities, Incorporated
N/A—31,500-31,500-100%$1.5M———
Advisory Services Network, LLC
N/A—30,782-30,782-100%$1.5M———
Mission Creek Capital Partners, Inc.
N/A—30,544-30,544-100%$1.5M———
Coppell Advisory Solutions LLC
N/A—30,481-30,481-100%$67.6K———
Quantinno Capital Management LP
N/A—29,689-29,689-100%$1.4M———
Maridea Wealth Management LLC
N/A—26,585-26,585-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—26,100-26,100-100%$1.3M———
Trustmark Bank Trust Department
N/A—24,519-24,519-100%$1.2M———
Continuum Advisory, LLC
N/A—24,323-24,323-100%$1.2M———
Aspire Capital Advisors LLC
N/A—22,680-22,680-100%$1.1M———
Basepoint Wealth LLC
N/A—21,272-21,272-100%$1.0M———
Smith, Moore & Co.
N/A—20,978-20,978-100%$1.0M———
Calton & Associates, Inc.
N/A—20,903-20,903-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—20,709-20,709-100%$1.0M———
Nwam LLC
N/A—20,700-20,700-100%$1.0M———
Sound View Wealth Advisors Group, LLC
N/A—20,455-20,455-100%$995.3K———
Betterment LLC
N/A—20,397-20,397-100%$993.0K———
Flow Traders U.S. LLC
N/A—20,327-20,327-100%$989.0K———
Icon Wealth Advisors, LLC
N/A—19,620-19,620-100%$954.7K———
BFC Planning, Inc.
N/A—19,506-19,506-100%$949.1K———
Kovack Advisors, Inc.
N/A—19,442-19,442-100%$949.7K———
Pinnacle Financial Partners, Inc.
N/A—18,817-18,817-100%$915.7K———
J Hagan Capital, Inc.
N/A—18,699-18,699-100%$909.9K———
NWM Advisors, LLC
N/A—18,361-18,361-100%$893.4K———
SHP Wealth Management
N/A—17,243-17,243-100%$839.0K———
XTX Topco Ltd
N/A—17,156-17,156-100%$834.8K———
Keystone Financial Group
N/A—16,932-16,932-100%$823.9K———
Crux Wealth Advisors
N/A—16,702-16,702-100%$812.7K———
HighPoint Advisor Group LLC
N/A—16,693-16,693-100%$812.3K———
Great Valley Advisor Group, Inc.
N/A—15,785-15,785-100%$768.2K———
Focus Partners Wealth
N/A—15,513-15,513-100%$754.9K———
Waverly Advisors, LLC
N/A—15,038-15,038-100%$731.7K———
Mercer Global Advisors Inc
N/A—14,748-14,748-100%$717.6K———
Park Square Financial Group, LLC
N/A—14,667-14,667-100%$713.7K———
Beacon Pointe Advisors, LLC
N/A—14,625-14,625-100%$711.6K———
Global Retirement Partners, LLC
N/A—14,585-14,585-100%$709.7K———
Savvy Advisors, Inc.
N/A—13,900-13,900-100%$676.4K———
Main Street Financial Solutions, LLC
N/A—13,595-13,595-100%$2.0M———
1776 Wealth LLC
N/A—13,582-13,582-100%$660.9K———
Garden State Investment Advisory Services LLC
N/A—13,207-13,207-100%$642.8K———
Susquehanna International Group, LLP
N/A—13,137-13,137-100%$639.2K———
Perennial Investment Advisors, LLC
N/A—12,779-12,779-100%$621.8K———
CreativeOne Wealth, LLC
N/A—12,713-12,713-100%$618.6K———
Xcelsior Advisor Partners LLC
N/A—12,332-12,332-100%$600.1K———
Regal Investment Advisors LLC
N/A—11,603-11,603-100%$564.6K———
Pinnacle Family Advisors, LLC
N/A—11,589-11,589-100%$563.9K———
Cresset Asset Management, LLC
N/A—11,568-11,568-100%$562.9K———
Madison Wealth Partners, Inc
N/A—10,976-10,976-100%$534.1K———
FWG Holdings, LLC
N/A—10,346-10,346-100%$532.5K———
Twin Peaks Wealth Advisors, LLC
N/A—10,222-10,222-100%$497.4K———
Topsail Wealth Management, LLC
N/A—10,140-10,140-100%$493.4K———
Van Diest Capital, LLC
N/A—9,999-9,999-100%$486.6K———
OakTrust Wealth Advisors, LLC
N/A—9,936-9,936-100%$483.5K———
LaSalle St. Investment Advisors, LLC
N/A—9,660-9,660-100%$470.0K———
Cerity Partners LLC
N/A—9,608-9,608-100%$467.5K———
Cedrus Wealth Group LLC
N/A—9,159-9,159-100%$445.7K———
Mmbg Investment Advisors Co.
N/A—9,000-9,000-100%$437.9K———
Caprock Group, LLC
N/A—8,800-8,800-100%$428.2K———
Resolute Capital, LLC
N/A—8,530-8,530-100%$415.1K———
Focus Partners Advisor Solutions, LLC
N/A—8,288-8,288-100%$403.3K———
Ancora Advisors LLCA
N/A—8,195-8,195-100%$398.8K———
Keating Financial Advisory Services, Inc.
N/A—7,796-7,796-100%$379.4K———
Mutual Advisors, LLC
N/A—7,455-7,455-100%$362.8K———
Hexagon Capital Partners LLC
N/A—7,395-7,395-100%$359.8K———
LEE Johnson Capital Management, LLC
N/A—7,279-7,279-100%$354.2K———
Fiduciary Financial Advisors
N/A—7,199-7,199-100%$350.2K———
AQR Capital Management LLC
N/A—7,048-7,048-100%$343.0K———
Sequent Planning LLC
N/A—7,003-7,003-100%$340.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,883-6,883-100%$334.9K———
NorthRock Partners, LLC
N/A—6,648-6,648-100%$323.5K———
Wealthspire Advisors, LLC
N/A—6,617-6,617-100%$322.0K———
Fortis Capital Advisors, LLC
N/A—6,603-6,603-100%$321.3K———
Laraway Financial Advisors Inc
N/A—6,297-6,297-100%$306.4K———
Blair William & Co
N/A—6,244-6,244-100%$303.9K———
Hilltop Partners LLC
N/A—6,101-6,101-100%$296.9K———
Financial Advisors Network, Inc.
N/A—6,060-6,060-100%$294.9K———
BOK Financial Private Wealth, Inc.
N/A—6,055-6,055-100%$294.6K———
Nuveen, LLC
N/A—5,913-5,913-100%$287.7K———
Strategic Financial Concepts, LLC
N/A—5,867-5,867-100%$285.5K———
Sun Financial Inc
N/A—5,746-5,746-100%$298.4K———
Twin City Private Wealth, LLC
N/A—5,678-5,678-100%$276.3K———
Venturi Wealth Management, LLC
N/A—5,605-5,605-100%$272.7K———
Integrity Financial Corp
N/A—5,458-5,458-100%$265.6K———
Kintra Wealth, LLC
N/A—5,457-5,457-100%$288.2K———
Sykon Capital LLC
N/A—5,443-5,443-100%$264.9K———
Thoroughbred Financial Services, LLC
N/A—5,314-5,314-100%$258.0K———
United Capital Financial Advisors, LLC
N/A—5,214-5,214-100%$253.7K———
Mayflower Financial Advisors, LLC
N/A—5,174-5,174-100%$251.8K———
EP Wealth Advisors, LLC
N/A—5,032-5,032-100%$244.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,745-4,745-100%$230.9K———
Zacks Investment Management
N/A—4,725-4,725-100%$229.9K———
Aptus Capital Advisors, LLC
N/A—4,393-4,393-100%$213.8K———
Pgim Custom Harvest LLC
N/A—4,388-4,388-100%$213.5K———
Bellevue Asset Management, LLC
N/A—4,251-4,251-100%$206.9K———
Ameriflex Group, Inc.
N/A—4,032-4,032-100%$196.2K———
Park Place Capital Corp
N/A—4,027-4,027-100%$196.0K———
Darwin Wealth Management, LLC
N/A—3,673-3,673-100%$178.8K———
Kerr Financial Planning Corp
N/A—3,585-3,585-100%$174.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,117-3,117-100%$151.7K———
Steigerwald, Gordon & Koch Inc.
N/A—3,050-3,050-100%$148.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—3,000-3,000-100%$146.0K———
BlackRock, Inc.
N/A—2,862-2,862-100%$139.3K———
Whittier Trust Co
N/A—2,000-2,000-100%$98.9K———
N.E.W. Advisory Services LLC
N/A—1,993-1,993-100%$97.0K———
Bogart Wealth, LLC
N/A—1,779-1,779-100%$86.6K———
Johnson Financial Group, Inc.
N/A—1,591-1,591-100%$77.4K———
Luminist Capital LLC
N/A—1,481-1,481-100%$72.1K———
Alerus Financial NA
N/A—1,400-1,400-100%$68.1K———
Dunhill Financial, LLC
N/A—1,300-1,300-100%$63.3K———
Vanguard Advisers Inc
N/A—1,195-1,195-100%$58.2K———
Medallion Wealth Advisors, LLC
N/A—1,183-1,183-100%$57.9K———
Tanglewood Legacy Advisors, LLC
N/A—1,085-1,085-100%$52.8K———
Huntington National Bank
N/A—1,001-1,001-100%$48.7K———
Crews Bank & Trust
N/A—1,000-1,000-100%$48.7K———
Whittier Trust Co of Nevada Inc
N/A—1,000-1,000-100%$50.1K———
Providence Capital Advisors, LLC
N/A—828-828-100%$40.3K———
Graney & King, LLC
N/A—730-730-100%$35.5K———
Paladin Advisory Group, LLC
N/A—668-668-100%$32.5K———
SouthState Bank Corp
N/A—633-633-100%$30.8K———
Strategic Wealth Partners, Ltd.
N/A—632-632-100%$30.8K———
Swisher Financial Concepts, Inc.
N/A—583-583-100%$28.4K———
Centennial Bank
N/A—500-500-100%$24.3K———
PlanVest Financial, Inc
N/A—472-472-100%$23.0K———
Mark Sheptoff Financial Planning, LLC
N/A—470-470-100%$22.9K———
Glen Eagle Advisors, LLC
N/A—325-325-100%$15.8K———
Copia Wealth Management
N/A—318-318-100%$15.5K———
Mpwm Advisory Solutions, LLC
N/A—314-314-100%$15.3K———
Regatta Research & Money Management
N/A—298-298-100%$14.5K———
Godfrey Financial Associates, Inc.
N/A—275-275-100%$13.4K———
Quantum Portfolio Management LLC
N/A—273-273-100%$13.3K———
TD Capital Management LLC
N/A—269-269-100%$13.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—160-160-100%$7.8K———
Nova Wealth Management, Inc.
N/A—107-107-100%$5.2K———
Operose Advisors LLC
N/A—30-30-100%$1.5K———
Bank of Montreal
N/A—1-1-100%$49———
Tiaa Wealth Investment Management LLC
N/A—00—$0———
Showing 530 of 530 institutions