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First Trust Capital Strength (FTCS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares810,369 from 890,828
Change-80,459 (-9%)
Value$76.1M (-$7.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares725,947 from 783,205
Change-57,258 (-7%)
Value$68.1M (-$5.4M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares482,016 from 485,483
Change-3,467 (-1%)
Value$45.2M (-$359.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares465,321 from 453,934
Change+11,387 (+3%)
Value$43.7M (+$1.0M)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares434,803 from 435,756
Change-953 (0%)
Value$40.8M (-$119.9K)
Filed 2026-11-02
Diversified Enterprises, LLC
DECREASED
Shares337,317 from 342,274
Change-4,957 (-1%)
Value$31.7M (-$489.2K)
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares292,236 from 280,151
Change+12,085 (+4%)
Value$27.4M (+$1.1M)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares278,232 from 278,359
Change-127 (0%)
Value$26.1M (-$31.4K)
Filed 2026-10-28
Park National Corp
DECREASED
Shares261,851 from 286,874
Change-25,023 (-9%)
Value$24.6M (-$2.4M)
Filed 2026-10-05
Gratus Wealth Advisors, LLC
INCREASED
Shares229,880 from 229,654
Change+226 (+0%)
Value$21.6M (+$5.2K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED
Shares206,602 from 193,707
Change+12,895 (+7%)
Value$19.4M (+$1.2M)
Filed 2026-11-02
tru Independence LLC
INCREASED
Shares204,291 from 199,170
Change+5,121 (+3%)
Value$19.2M (+$466.7K)
Filed 2026-10-20
Heck Capital Advisors, LLC
INCREASED
Shares191,403 from 187,487
Change+3,916 (+2%)
Value$18.0M (+$354.4K)
Filed 2026-10-14
Investors Research Corp
DECREASED
Shares174,028 from 174,122
Change-94 (0%)
Value$16.3M (-$21.0K)
Filed 2026-10-07
Randall & Associates Wealth Management
DECREASED
Shares146,138 from 181,797
Change-35,659 (-20%)
Value$13.7M (-$3.4M)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares133,852 from 130,725
Change+3,127 (+2%)
Value$12.6M (+$284.3K)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares126,198 from 127,851
Change-1,653 (-1%)
Value$11.8M (-$164.1K)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares113,868 from 115,768
Change-1,900 (-2%)
Value$10.7M (-$186.4K)
Filed 2026-11-02
Virtus Wealth Solutions LLC
DECREASED
Shares103,654 from 105,834
Change-2,180 (-2%)
Value$9.7M (-$211.9K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares102,823 from 120,053
Change-17,230 (-14%)
Value$10.5M (-$761.2K)
Filed 2026-11-04
Bernardo Wealth Planning LLC
INCREASED
Shares100,144 from 52,661
Change+47,483 (+90%)
Value$9.4M (+$4.5M)
Filed 2026-10-23
Summit Wealth Group LLC / Co
DECREASED
Shares92,638 from 97,829
Change-5,191 (-5%)
Value$8.7M (-$494.0K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares87,969 from 88,653
Change-684 (-1%)
Value$8.3M (-$70.4K)
Filed 2026-10-23
Southland Equity Partners LLC
DECREASED
Shares82,227 from 82,310
Change-83 (0%)
Value$7.7M (-$13.6K)
Filed 2026-10-14
RiverTree Advisors, LLC
DECREASED
Shares78,509 from 78,793
Change-284 (0%)
Value$7.4M (-$32.2K)
Filed 2026-10-13
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares77,907 from 78,413
Change-506 (-1%)
Value$7.3M (-$53.0K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares77,013 from 66,425
Change+10,588 (+16%)
Value$7.4M (+$935.2K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares76,151 from 77,926
Change-1,775 (-2%)
Value$7.1M (-$172.0K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares69,784 from 68,069
Change+1,715 (+3%)
Value$6.5M (+$156.0K)
Filed 2026-10-22
Shelton Wealth Management, LLC
DECREASED
Shares56,265 from 56,883
Change-618 (-1%)
Value$5.3M (-$62.0K)
Filed 2026-10-16
Purus Wealth Management, LLC
DECREASED
Shares55,810 from 56,645
Change-835 (-1%)
Value$5.2M (-$82.3K)
Filed 2026-10-15
Lynch & Associates
INCREASED
Shares55,453 from 11,324
Change+44,129 (+390%)
Value$5.2M (+$4.1M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares54,262 from 53,463
Change+799 (+1%)
Value$5.1M (+$71.2K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares51,949 from 51,750
Change+199 (+0%)
Value$4.9M (+$15.0K)
Filed 2026-10-13
Able Financial Group, LLC
DECREASED
Shares49,800 from 50,596
Change-796 (-2%)
Value$4.7M (-$78.2K)
Filed 2026-10-14
Nearside Advisors, LLC
NEW
Shares49,134
Change+49,134
Value$4.6M
Filed 2026-10-20
Barrett & Company, Inc.
DECREASED
Shares47,641 from 49,891
Change-2,250 (-5%)
Value$4.5M (-$214.6K)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares47,071 from 90,805
Change-43,734 (-48%)
Value$4.4M (-$4.1M)
Filed 2026-10-14
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares45,592 from 53,317
Change-7,725 (-14%)
Value$4.3M (-$728.7K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares45,377 from 44,458
Change+919 (+2%)
Value$4.3M (+$83.2K)
Filed 2026-10-28
Roman Butler Fullerton & Co
INCREASED
Shares42,625 from 42,381
Change+244 (+1%)
Value$4.2M (+$111.6K)
Filed 2026-10-27
PFG Advisors
DECREASED
Shares42,556 from 46,328
Change-3,772 (-8%)
Value$4.0M (-$357.3K)
Filed 2026-10-16
Avior Wealth Management, LLC
DECREASED
Shares41,741 from 42,613
Change-872 (-2%)
Value$3.9M (-$84.9K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares41,434 from 47,012
Change-5,578 (-12%)
Value$3.9M (-$526.7K)
Filed 2026-10-26
Northbridge Financial Group, LLC
INCREASED
Shares41,316 from 40,936
Change+380 (+1%)
Value$3.9M (+$59.2K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares40,633 from 40,178
Change+455 (+1%)
Value$3.8M (+$39.8K)
Filed 2026-10-23
Waterfront Wealth Inc.
INCREASED
Shares39,033 from 38,957
Change+76 (+0%)
Value$3.9M (+$131.4K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares38,096 from 40,336
Change-2,240 (-6%)
Value$3.6M (-$255.8K)
Filed 2026-11-02
Ergawealth Advisors, Inc.
DECREASED
Shares37,765 from 39,255
Change-1,490 (-4%)
Value$3.5M (-$142.5K)
Filed 2026-10-21
R2 Capital Strategies, LLC
DECREASED
Shares37,285 from 38,650
Change-1,365 (-4%)
Value$3.5M (-$130.8K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares37,110 from 39,243
Change-2,133 (-5%)
Value$3.5M (-$202.9K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares35,382 from 38,925
Change-3,543 (-9%)
Value$3.3M (-$335.3K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares33,375 from 34,133
Change-758 (-2%)
Value$3.1M (-$73.5K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares32,654 from 39,873
Change-7,219 (-18%)
Value$3.1M (-$680.3K)
Filed 2026-11-05
Tcfg Investment Advisors, LLC
DECREASED
Shares29,708 from 30,328
Change-620 (-2%)
Value$2.8M (-$60.4K)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
DECREASED
Shares29,480 from 29,960
Change-480 (-2%)
Value$2.8M (-$47.2K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
INCREASED
Shares29,097 from 29,059
Change+38 (+0%)
Value$2.7M (+$1.5K)
Filed 2026-10-26
Wisconsin Wealth Advisors, LLC
INCREASED
Shares27,184 from 26,866
Change+318 (+1%)
Value$2.6M (+$28.0K)
Filed 2026-10-08
Centerpoint Advisory Group
DECREASED
Shares27,156 from 27,856
Change-700 (-3%)
Value$2.5M (-$67.6K)
Filed 2026-10-23
Wetzel Investment Advisors, Inc.
DECREASED
Shares27,151 from 27,853
Change-702 (-3%)
Value$2.5M (-$67.8K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED
Shares27,055 from 27,548
Change-493 (-2%)
Value$2.5M (-$47.7K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares27,001 from 35,513
Change-8,512 (-24%)
Value$2.5M (-$801.3K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares26,455 from 10,342
Change+16,113 (+156%)
Value$2.5M (+$1.5M)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares26,191 from 24,833
Change+1,358 (+5%)
Value$2.5M (+$125.8K)
Filed 2026-11-04
Carlson Financial, Inc.
INCREASED
Shares25,645 from 25,406
Change+239 (+1%)
Value$2.4M (+$20.7K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares25,519 from 25,450
Change+69 (+0%)
Value$2.4M (+$4.7K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares24,856 from 26,393
Change-1,537 (-6%)
Value$2.3M (-$146.0K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares24,438 from 33,677
Change-9,239 (-27%)
Value$2.3M (-$869.4K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares24,372 from 24,452
Change-80 (0%)
Value$2.3M (-$9.3K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares23,521 from 24,287
Change-766 (-3%)
Value$2.2M (-$73.5K)
Filed 2026-10-08
Dagco, Inc.
DECREASED
Shares22,647 from 41,102
Change-18,455 (-45%)
Value$2.1M (-$1.7M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares22,628 from 24,796
Change-2,168 (-9%)
Value$2.1M (-$205.3K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares22,314 from 21,611
Change+703 (+3%)
Value$2.1M (+$65.5K)
Filed 2026-10-30
Orba Wealth Advisors, L.L.C.
INCREASED
Shares20,677 from 20,655
Change+22 (+0%)
Value$1.9M (+$627)
Filed 2026-10-23
ERn Financial, LLC
INCREASED
Shares20,463 from 19,822
Change+641 (+3%)
Value$1.9M (+$58.7K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares19,730 from 19,209
Change+521 (+3%)
Value$1.9M (+$87.2K)
Filed 2026-11-03
Iams Wealth Management, LLC
INCREASED
Shares19,645 from 14,501
Change+5,144 (+35%)
Value$1.8M (+$481.8K)
Filed 2026-10-15
Quad-Cities Investment Group, LLC
DECREASED
Shares19,623 from 19,956
Change-333 (-2%)
Value$1.8M (-$32.7K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED
Shares19,514 from 20,826
Change-1,312 (-6%)
Value$1.8M (-$124.6K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares19,461 from 20,681
Change-1,220 (-6%)
Value$1.8M (-$115.9K)
Filed 2026-10-23
Cottonwood Capital Advisors, LLC
DECREASED
Shares19,161 from 19,163
Change-2 (0%)
Value$1.8M (-$1.5K)
Filed 2026-10-20
Trueblood Wealth Management, LLC
INCREASED
Shares19,111 from 19,106
Change+5 (+0%)
Value$1.8M (-$941)
Filed 2026-10-23
Winebrenner Capital Management LLC
DECREASED
Shares18,449 from 20,352
Change-1,903 (-9%)
Value$1.7M (-$180.0K)
Filed 2026-10-07
Nations Financial Group Inc,
DECREASED
Shares18,394 from 19,653
Change-1,259 (-6%)
Value$1.7M (-$119.6K)
Filed 2026-11-05
Strategy Asset Managers LLC
INCREASED
Shares18,276 from 17,777
Change+499 (+3%)
Value$1.7M (+$45.6K)
Filed 2026-10-14
IMG Wealth Management, Inc.
DECREASED
Shares17,911 from 20,122
Change-2,211 (-11%)
Value$1.7M (-$208.9K)
Filed 2026-10-27
Global Assets Advisory, LLC
DECREASED
Shares17,264 from 18,055
Change-791 (-4%)
Value$1.6M (-$90.5K)
Filed 2026-10-28
BIP Wealth, LLC
DECREASED
Shares17,031 from 17,686
Change-655 (-4%)
Value$1.6M (-$62.6K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares16,654 from 33,416
Change-16,762 (-50%)
Value$1.6M (-$1.6M)
Filed 2026-10-21
Beacon Financial Group
UNCHANGED
Shares16,650 from 16,650
Change0 (0%)
Value$1.6M (-$1.2K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED
Shares16,302 from 16,656
Change-354 (-2%)
Value$1.5M (-$34.4K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares15,899 from 16,830
Change-931 (-6%)
Value$1.5M (-$88.5K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares15,633 from 14,951
Change+682 (+5%)
Value$1.5M (+$62.9K)
Filed 2026-11-03
Envision Financial LLC
DECREASED
Shares15,565 from 19,665
Change-4,100 (-21%)
Value$1.5M (-$386.1K)
Filed 2026-10-15
Integrity Alliance, Llc.
DECREASED
Shares15,369 from 23,360
Change-7,991 (-34%)
Value$1.4M (-$751.6K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares15,283 from 14,002
Change+1,281 (+9%)
Value$1.4M (+$119.2K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares14,662 from 13,234
Change+1,428 (+11%)
Value$1.4M (+$133.1K)
Filed 2026-10-20
Keystone Wealth Services, LLC
UNCHANGED
Shares14,479 from 14,479
Change0 (0%)
Value$1.4M (+$13.2K)
Filed 2026-11-03
Beacon Financial Advisory LLC
DECREASED
Shares14,451 from 14,508
Change-57 (0%)
Value$1.4M (-$6.4K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares14,136 from 13,596
Change+540 (+4%)
Value$1.3M (+$49.8K)
Filed 2026-10-19
Fermata Advisors, LLC
DECREASED
Shares14,120 from 15,471
Change-1,351 (-9%)
Value$1.3M (-$127.9K)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
DECREASED
Shares13,977 from 14,149
Change-172 (-1%)
Value$1.3M (-$17.1K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares13,953 from 15,287
Change-1,334 (-9%)
Value$1.3M (-$126.3K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW
Shares13,823
Change+13,823
Value$1.3M
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares13,204 from 12,632
Change+572 (+5%)
Value$1.2M (+$52.8K)
Filed 2026-11-06
Cambridge Advisors Inc.
DECREASED
Shares13,187 from 13,228
Change-41 (0%)
Value$1.2M (-$4.8K)
Filed 2026-10-19
First Premier Bank
DECREASED
Shares13,086 from 13,786
Change-700 (-5%)
Value$1.2M (+$1.2M)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares13,070 from 12,303
Change+767 (+6%)
Value$1.2M (+$71.1K)
Filed 2026-11-05
QTR Family Wealth, LLC
DECREASED
Shares12,807 from 12,992
Change-185 (-1%)
Value$1.2M (-$18.2K)
Filed 2026-11-02
Gamma Investing LLC
DECREASED
Shares12,524 from 13,411
Change-887 (-7%)
Value$1.2M (-$84.2K)
Filed 2026-10-08
Richmond Investment Services, LLC
DECREASED
Shares12,246 from 12,627
Change-381 (-3%)
Value$1.1M (-$36.7K)
Filed 2026-10-29
Avantax Planning Partners, Inc.
DECREASED
Shares11,899 from 12,080
Change-181 (-1%)
Value$1.1M (-$17.8K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares11,838 from 15,594
Change-3,756 (-24%)
Value$1.1M (-$353.6K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares11,718
Change+11,718
Value$1.1M
Filed 2026-10-28
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares11,626 from 11,720
Change-94 (-1%)
Value$1.1M (-$9.7K)
Filed 2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares11,308 from 11,459
Change-151 (-1%)
Value$1.1M (-$14.9K)
Filed 2026-10-09
Vaquero Private Wealth, LTD
DECREASED
Shares10,958 from 18,504
Change-7,546 (-41%)
Value$1.0M (-$709.5K)
Filed 2026-10-27
DeDora Capital, Inc.
DECREASED
Shares10,762 from 11,152
Change-390 (-3%)
Value$1.0M (-$37.4K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares10,707 from 9,485
Change+1,222 (+13%)
Value$1.0M (+$108.3K)
Filed 2026-10-30
Midwest Financial Network, LLC
DECREASED
Shares10,546 from 22,147
Change-11,601 (-52%)
Value$989.7K (-$1.1M)
Filed 2026-10-13
Titleist Asset Management, LLC
DECREASED
Shares10,430 from 10,606
Change-176 (-2%)
Value$978.8K (-$17.3K)
Filed 2026-10-08
Blueprint Financial Advisors LLC
NEW
Shares10,411
Change+10,411
Value$977.0K
Filed 2026-10-28
Blueprint Investment Partners LLC
NEW
Shares10,411
Change+10,411
Value$977.0K
Filed 2026-10-28
Columbia Advisory Partners LLC
DECREASED
Shares10,370 from 10,808
Change-438 (-4%)
Value$973.2K (-$41.9K)
Filed 2026-10-15
Kaydan Wealth Management, Inc.
DECREASED
Shares10,254 from 10,898
Change-644 (-6%)
Value$962.4K (-$61.1K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares10,184 from 10,184
Change0 (0%)
Value$1.0M (+$15.0K)
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares10,104 from 10,104
Change0 (0%)
Value$948.3K (-$708)
Filed 2026-10-16
City Holding Co
DECREASED
Shares9,998 from 10,383
Change-385 (-4%)
Value$938.3K (-$36.9K)
Filed 2026-10-19
Focus Financial Network, Inc.
DECREASED
Shares9,990 from 9,996
Change-6 (0%)
Value$937.6K (-$1.2K)
Filed 2026-10-14
Sovran Advisors, LLC
DECREASED
Shares9,871 from 11,437
Change-1,566 (-14%)
Value$1.0M (-$141.8K)
Filed 2026-11-02
Investment Planning Advisors, Inc.
INCREASED
Shares9,675 from 9,647
Change+28 (+0%)
Value$908.0K (+$2.0K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares9,567 from 9,607
Change-40 (0%)
Value$897.9K (-$4.4K)
Filed 2026-11-04
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares9,425 from 10,261
Change-836 (-8%)
Value$884.5K (-$79.2K)
Filed 2026-10-14
DB&C Advisors, LLC
DECREASED
Shares9,356 from 9,556
Change-200 (-2%)
Value$878.0K (-$19.5K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares9,349 from 8,960
Change+389 (+4%)
Value$877.4K (+$35.9K)
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares9,340 from 9,334
Change+6 (+0%)
Value$922.7K (+$3.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,340 from 9,334
Change+6 (+0%)
Value$922.7K (+$3.5K)
Filed 2026-10-20
Integrity Wealth Partners, LLC
NEW
Shares9,083
Change+9,083
Value$852.4K
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares8,898 from 17,266
Change-8,368 (-48%)
Value$835.1K (-$786.5K)
Filed 2026-10-22
Schwallier Wealth Management LLC
DECREASED
Shares8,573 from 8,765
Change-192 (-2%)
Value$804.5K (-$18.7K)
Filed 2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED
Shares8,480 from 8,478
Change+2 (+0%)
Value$795.8K (-$399)
Filed 2026-10-19
Capital Square, LLC
INCREASED
Shares8,403 from 7,886
Change+517 (+7%)
Value$788.6K (+$26.7K)
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
DECREASED
Shares8,279 from 8,358
Change-79 (-1%)
Value$777.0K (-$8.0K)
Filed 2026-10-28
MCF Advisors LLC
INCREASED
Shares8,035 from 8,034
Change+1 (+0%)
Value$754.1K (-$482)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares7,871 from 8,786
Change-915 (-10%)
Value$767.5K (-$57.7K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares7,867 from 7,710
Change+157 (+2%)
Value$738.3K (+$14.2K)
Filed 2026-10-19
Formidable Asset Management, LLC
INCREASED
Shares7,459 from 7,021
Change+438 (+6%)
Value$700.5K (+$49.3K)
Filed 2026-11-03
Redstone Wealth Management, LLC
DECREASED
Shares7,405 from 7,514
Change-109 (-1%)
Value$695.0K (-$10.8K)
Filed 2026-10-20
MTM Investment Management, LLC
UNCHANGED
Shares7,314 from 7,314
Change0 (0%)
Value$686.4K (-$495)
Filed 2026-10-30
Washington Trust Co
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$685.1K (-$511)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares7,166 from 2,080
Change+5,086 (+245%)
Value$672.6K (+$477.2K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares7,083 from 6,613
Change+470 (+7%)
Value$664.7K (+$43.6K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares7,054 from 7,275
Change-221 (-3%)
Value$662.0K (-$21.2K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares7,020 from 9,718
Change-2,698 (-28%)
Value$658.8K (-$253.9K)
Filed 2026-11-03
Novem Group
INCREASED
Shares6,918 from 6,735
Change+183 (+3%)
Value$649.3K (+$16.7K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares6,791 from 6,890
Change-99 (-1%)
Value$637.3K (-$9.7K)
Filed 2026-10-29
Jacobi Capital Management LLC
DECREASED
Shares6,712 from 6,959
Change-247 (-4%)
Value$629.9K (-$23.7K)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares6,666 from 6,666
Change0 (0%)
Value$625.6K (-$420)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares6,629 from 7,214
Change-585 (-8%)
Value$622.2K (-$55.4K)
Filed 2026-10-30
Meitav Investment House LTD
UNCHANGED
Shares6,525 from 6,525
Change0 (0%)
Value$612.4K (-$457)
Filed 2026-10-28
GSG Advisors LLC
DECREASED
Shares6,441 from 7,090
Change-649 (-9%)
Value$604.5K (-$61.4K)
Filed 2026-11-03
SLT Holdings LLC
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$601.5K (-$448)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED
Shares6,357 from 14,278
Change-7,921 (-55%)
Value$596.6K (-$744.4K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares6,254 from 6,236
Change+18 (+0%)
Value$629.9K (+$30.5K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares6,208 from 2,163
Change+4,045 (+187%)
Value$582.6K (+$379.5K)
Filed 2026-10-29
Kraft, Davis & Associates, LLC
INCREASED
Shares6,163 from 6,162
Change+1 (+0%)
Value$610.8K (+$16.0K)
Filed 2026-10-21
Saxon Interests, Inc.
DECREASED
Shares5,984 from 6,518
Change-534 (-8%)
Value$561.6K (-$50.6K)
Filed 2026-10-26
Advisortrust Partners, LLC
INCREASED
Shares5,934 from 5,698
Change+236 (+4%)
Value$556.9K (+$21.7K)
Filed 2026-11-02
Voisard Asset Management Group, Inc.
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$544.3K (-$406)
Filed 2026-10-13
Y.D. More Investments Ltd
DECREASED
Shares5,673 from 10,588
Change-4,915 (-46%)
Value$532.4K (-$462.0K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares5,638 from 5,790
Change-152 (-3%)
Value$529.1K (-$14.7K)
Filed 2026-10-23
Cascade Investment Group, Inc.
DECREASED
Shares5,580 from 5,731
Change-151 (-3%)
Value$523.7K (-$14.6K)
Filed 2026-10-13
Asset Allocation Strategies LLC
NEW
Shares5,509
Change+5,509
Value$517.0K
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares5,419 from 5,571
Change-152 (-3%)
Value$508.5K (-$14.7K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$484.3K (-$361)
Filed 2026-10-05
Brookstone Capital Management
INCREASED
Shares5,095 from 5,020
Change+75 (+1%)
Value$478.2K (+$6.7K)
Filed 2026-10-22
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares5,090 from 5,237
Change-147 (-3%)
Value$477.7K (-$14.1K)
Filed 2026-10-29
Simplicity Wealth,LLC
DECREASED
Shares5,077 from 5,174
Change-97 (-2%)
Value$476.5K (-$9.5K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares4,953
Change+4,953
Value$464.8K
Filed 2026-11-03
Miramontes Capital, LLC
UNCHANGED
Shares4,909 from 4,909
Change0 (0%)
Value$460.7K (-$343)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares4,861 from 4,556
Change+305 (+7%)
Value$456.2K (+$28.4K)
Filed 2026-11-02
Millennium Capital Advisors, LLC
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$453.1K (-$338)
Filed 2026-10-16
Apollon Financial, LLC
UNCHANGED
Shares4,752 from 4,752
Change0 (0%)
Value$446.0K (-$255)
Filed 2026-10-23
Tritonpoint Wealth, LLC
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$437.8K (-$327)
Filed 2026-10-19
55 North Private Wealth, LLC
UNCHANGED
Shares4,523 from 4,523
Change0 (0%)
Value$424.5K (-$316)
Filed 2026-10-20
Moneywise, Inc.
DECREASED
Shares4,521 from 6,189
Change-1,668 (-27%)
Value$424.3K (-$156.9K)
Filed 2026-10-30
First Heartland Consultants, Inc.
DECREASED
Shares4,448 from 4,592
Change-144 (-3%)
Value$417.5K (-$13.8K)
Filed 2026-10-08
BlueChip Wealth Advisors LLC
DECREASED
Shares4,441 from 4,455
Change-14 (0%)
Value$416.8K (-$1.6K)
Filed 2026-11-03
W Advisors, LLC
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$416.0K (-$310)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares4,340 from 4,464
Change-124 (-3%)
Value$407.3K (-$12.0K)
Filed 2026-11-05
American Capital Advisory, LLC
DECREASED
Shares4,303 from 4,380
Change-77 (-2%)
Value$403.8K (-$7.5K)
Filed 2026-10-28
Level Wealth Management LLC
UNCHANGED
Shares4,263 from 4,263
Change0 (0%)
Value$400.1K (-$298)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares3,993
Change+3,993
Value$375.0K
Filed 2026-11-03
Claro Advisors Inc.
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$367.5K (-$274)
Filed 2026-11-02
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares3,909 from 3,908
Change+1 (+0%)
Value$366.8K (-$217)
Filed 2026-10-29
American Institute for Advanced Investment Management, LLP
DECREASED
Shares3,896 from 4,279
Change-383 (-9%)
Value$365.6K (-$36.3K)
Filed 2026-11-03
Puff Wealth Management, LLC
DECREASED
Shares3,888 from 5,385
Change-1,497 (-28%)
Value$364.9K (-$140.9K)
Filed 2026-10-07
Fragasso Financial Advisors Inc
INCREASED
Shares3,856 from 3,842
Change+14 (+0%)
Value$369.1K (+$8.2K)
Filed 2026-10-13
Founders Financial Securities LLC
INCREASED
Shares3,816 from 3,677
Change+139 (+4%)
Value$358.1K (+$12.8K)
Filed 2026-10-28
Plus Group Wealth Advisors LLC
DECREASED
Shares3,772 from 7,010
Change-3,238 (-46%)
Value$354.0K (-$304.5K)
Filed 2026-10-19
TopTier Wealth Management, LLC
INCREASED
Shares3,685 from 3,674
Change+11 (+0%)
Value$345.8K (+$767)
Filed 2026-10-16
Bdfs Capital LLC
INCREASED
Shares3,684 from 3,674
Change+10 (+0%)
Value$345.7K (+$724)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares3,675 from 323
Change+3,352 (+1038%)
Value$344.9K (+$314.5K)
Filed 2026-10-29
Woodward Diversified Capital, LLC
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$338.8K (-$252)
Filed 2026-10-21
Mission Financial Group, LLC
DECREASED
Shares3,520 from 3,921
Change-401 (-10%)
Value$330.3K (-$37.9K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED
Shares3,336 from 3,336
Change0 (0%)
Value$313.1K (-$233)
Filed 2026-11-04
L. Roy Papp & Associates, LLP
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$306.0K (-$229)
Filed 2026-10-21
CLG LLC
DECREASED
Shares3,244 from 3,662
Change-418 (-11%)
Value$304.4K (-$39.5K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares3,188 from 3,187
Change+1 (+0%)
Value$299.1K (-$147)
Filed 2026-10-23
LVZ, Inc.
UNCHANGED
Shares3,181 from 3,181
Change0 (0%)
Value$298.5K (-$223)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares3,166 from 2,952
Change+214 (+7%)
Value$297.2K (+$19.9K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares3,155 from 8,519
Change-5,364 (-63%)
Value$296.1K (-$504.1K)
Filed 2026-10-15
Investment Partners Asset Management, Inc.
UNCHANGED
Shares3,113 from 3,113
Change0 (0%)
Value$292.2K (-$218)
Filed 2026-10-09
Fairvoy Private Wealth, LLC
DECREASED
Shares3,107 from 3,546
Change-439 (-12%)
Value$291.6K (-$41.4K)
Filed 2026-10-19
Balance Wealth Partners LLC
DECREASED
Shares3,043 from 4,789
Change-1,746 (-36%)
Value$285.6K (-$164.2K)
Filed 2026-10-27
Balboa Wealth Partners
DECREASED
Shares3,033 from 3,088
Change-55 (-2%)
Value$284.6K (-$5.3K)
Filed 2026-10-20
Grantvest Financial Group LLC
DECREASED
Shares2,988 from 3,023
Change-35 (-1%)
Value$280.4K (-$3.5K)
Filed 2026-10-21
National Wealth Management Group, LLC
UNCHANGED
Shares2,983 from 2,983
Change0 (0%)
Value$279.9K (-$205)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
DECREASED
Shares2,918 from 2,920
Change-2 (0%)
Value$273.9K (-$392)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares2,916 from 2,915
Change+1 (+0%)
Value$273.7K (-$78)
Filed 2026-10-21
Commonwealth Financial Services, LLC
DECREASED
Shares2,868 from 10,464
Change-7,596 (-73%)
Value$269.2K (-$713.6K)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares2,828
Change+2,828
Value$265.4K
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares2,809 from 2,684
Change+125 (+5%)
Value$263.6K (+$11.5K)
Filed 2026-10-23
Private Client Services, LLC
INCREASED
Shares2,773 from 2,462
Change+311 (+13%)
Value$260.2K (+$29.0K)
Filed 2026-10-02
Ritholtz Wealth Management
NEW
Shares2,717
Change+2,717
Value$255.0K
Filed 2026-11-05
Herold Advisors, Inc.
NEW
Shares2,699
Change+2,699
Value$253.3K
Filed 2026-10-19
Summit Investment Advisory Services, LLC
DECREASED
Shares2,621 from 2,665
Change-44 (-2%)
Value$246.0K (-$4.3K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
DECREASED
Shares2,595 from 2,692
Change-97 (-4%)
Value$243.6K (-$9.2K)
Filed 2026-10-22
Bison Wealth, LLC
INCREASED
Shares2,566 from 2,560
Change+6 (+0%)
Value$247.2K (-$872)
Filed 2026-10-13
Narus Financial Partners, LLC
INCREASED
Shares2,510 from 2,500
Change+10 (+0%)
Value$235.6K (+$764)
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares2,504 from 3,464
Change-960 (-28%)
Value$235.0K (-$90.3K)
Filed 2026-11-04
SFG Wealth Management, Llc.
DECREASED
Shares2,449 from 2,529
Change-80 (-3%)
Value$229.8K (-$7.7K)
Filed 2026-10-23
Reap Financial Group, LLC
INCREASED
Shares2,447 from 2,439
Change+8 (+0%)
Value$229.6K (+$528)
Filed 2026-11-02
MBE Wealth Management, LLC
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$229.2K (-$171)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares2,416 from 2,383
Change+33 (+1%)
Value$226.7K (+$2.9K)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares2,396 from 2,389
Change+7 (+0%)
Value$226.0K (+$1.6K)
Filed 2026-10-21
Scheeler Financial LLC
NEW
Shares2,370
Change+2,370
Value$222.4K
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares2,358 from 1,294
Change+1,064 (+82%)
Value$221.3K (+$99.7K)
Filed 2026-10-28
WealthTrust Asset Management, LLC
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$217.9K (-$162)
Filed 2026-10-22
Leelyn Smith, LLC
NEW
Shares2,286
Change+2,286
Value$214.5K
Filed 2026-11-03
WJ Wealth Management, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$211.2K (-$157)
Filed 2026-11-03
Triton Wealth Management, Pllc
NEW
Shares2,231
Change+2,231
Value$230.7K
Filed 2026-11-04
AMG National Trust Bank
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$208.8K (-$156)
Filed 2026-11-05
Greenfield Savings Bank
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$208.3K (-$155)
Filed 2026-10-07
Hazlett, Burt & Watson, Inc.
DECREASED
Shares2,137 from 2,720
Change-583 (-21%)
Value$104.1K (-$55.0K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$169.1K ($0)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$153.0K (-$114)
Filed 2026-10-21
Grove Bank & Trust
DECREASED
Shares1,573 from 2,157
Change-584 (-27%)
Value$147.6K (-$55.0K)
Filed 2026-10-08
Peterson Wealth Services
DECREASED
Shares1,360 from 1,615
Change-255 (-16%)
Value$127.6K (-$24.0K)
Filed 2026-10-26
James T. Borello RIA
NEW
Shares1,299
Change+1,299
Value$121.9K
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$121.7K (-$91)
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares1,166
Change+1,166
Value$110
Filed 2026-10-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares978 from 1,801
Change-823 (-46%)
Value$91.5K (-$82.3K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED
Shares952 from 747
Change+205 (+27%)
Value$89.3K (+$19.2K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$78.2K (-$58)
Filed 2026-10-27
Whipplewood Advisors, LLC
NEW
Shares800
Change+800
Value$75.1K
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$72 ($0)
Filed 2026-11-04
Valued Wealth Advisors LLC
NEW
Shares772
Change+772
Value$72.5K
Filed 2026-11-05
Navigoe, LLC
NEW
Shares666
Change+666
Value$62.0K
Filed 2026-11-04
Thompson Investment Management, Inc.
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$55.0K (-$41)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$54.7K (-$41)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares570
Change+570
Value$53.5K
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares546 from 405
Change+141 (+35%)
Value$51.2K (+$13.2K)
Filed 2026-10-08
GGM Financial LLC
DECREASED
Shares513 from 605
Change-92 (-15%)
Value$48.1K (-$8.7K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$48.1K (-$36)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
INCREASED
Shares506 from 49
Change+457 (+933%)
Value$47.5K (+$42.8K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$41.9K (-$31)
Filed 2026-10-09
Quaker Wealth Management, LLC
NEW
Shares428
Change+428
Value$40.2K
Filed 2026-10-22
IFS Advisors, LLC
NEW
Shares423
Change+423
Value$39.7K
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares405 from 540
Change-135 (-25%)
Value$38.1K (-$12.6K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$35.8K (-$27)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$34.5K (-$26)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares352 from 292
Change+60 (+21%)
Value$33.1K (+$5.6K)
Filed 2026-11-05
KFG LLC
NEW
Shares350
Change+350
Value$32.8K
Filed 2026-11-02
Abound Wealth Management
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$32.8K (-$24)
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$29.9K (-$22)
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$29.0K (+$29.0K)
Filed 2026-10-16
Davis Capital Management
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$28.2K (-$21)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$27.2K (-$20)
Filed 2026-10-05
Farmers & Merchants Investments Inc
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$26.2K (-$20)
Filed 2026-10-22
Salomon & Ludwin, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$25.8K (-$316)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
INCREASED
Shares236 from 218
Change+18 (+8%)
Value$22.1K (+$1.7K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares219
Change+219
Value$20.6K
Filed 2026-10-09
Accordant Advisory Group Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.8K (-$14)
Filed 2026-10-29
Kingdom Financial Group Llc.
NEW
Shares190
Change+190
Value$17.8K
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares177
Change+177
Value$16.6K
Filed 2026-10-28
Financial Consulate, Inc
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$14.5K (-$11)
Filed 2026-10-23
Wagner Wealth Management, LLC
DECREASED
Shares152 from 248
Change-96 (-39%)
Value$14.3K (-$9.0K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$14.0K (-$10)
Filed 2026-10-28
Key FInancial Inc
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$13.2K (-$10)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$12.7K (-$10)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$11.9K (-$9)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$10.3K (-$8)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
INCREASED
Shares87 from 82
Change+5 (+6%)
Value$8.1K (+$491)
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
NEW
Shares86
Change+86
Value$8.1K
Filed 2026-10-29
Networth Advisors, LLC
NEW
Shares77
Change+77
Value$7.3K
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.2K (-$4)
Filed 2026-10-07
Rydar Equities, Inc.
NEW
Shares39
Change+39
Value$3.7K
Filed 2026-10-13
Key Capital Management, Inc
DECREASED
Shares29 from 110
Change-81 (-74%)
Value$2.7K (-$7.6K)
Filed 2026-11-03
Yankcom Partnership
NEW
Shares28
Change+28
Value$2.6K
Filed 2026-10-15
CX Institutional
NEW
Shares20
Change+20
Value$2
Filed 2026-10-02
Main Street Group, LTD
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$94 ($0)
Filed 2026-10-28
Scarborough Advisors, LLC
CLOSED
Shares0 from 259,173
Change-259,173 (-100%)
Value$0 (-$24.5M)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 47,412
Change-47,412 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 31,949
Change-31,949 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
C2c Wealth Management, LLC
CLOSED
Shares0 from 16,059
Change-16,059 (-100%)
Value$0 (-$196.3K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 15,725
Change-15,725 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Arbor Capital Management Inc
CLOSED
Shares0 from 11,594
Change-11,594 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 6,364
Change-6,364 (-100%)
Value$0 (-$597.7K)
Filed 2026-10-16
Trek Financial, LLC
CLOSED
Shares0 from 6,109
Change-6,109 (-100%)
Value$0 (-$573.8K)
Filed 2026-10-29
Wesbanco Bank Inc
CLOSED
Shares0 from 4,831
Change-4,831 (-100%)
Value$0 (-$453.7K)
Filed 2026-11-04
TritonPoint Partners, LLC
CLOSED
Shares0 from 4,665
Change-4,665 (-100%)
Value$0 (-$438.1K)
Filed 2026-11-05
Inscription Capital, LLC
CLOSED
Shares0 from 4,608
Change-4,608 (-100%)
Value$0 (-$432.8K)
Filed 2026-11-02
Advisor Resource Council
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$228.1K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 2,290
Change-2,290 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-29
Ascent Group, LLC
CLOSED
Shares0 from 2,206
Change-2,206 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-30
25 LLC
CLOSED
Shares0 from 2,157
Change-2,157 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,310
Change-1,310 (-100%)
Value$0 (-$123.0K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$56.4K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-13
Bokf, NA
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$27.6K)
Filed 2026-10-27
Axiom Investment Management LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$19.7K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-14
Jnba Financial Advisors
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-03
Eukles Asset Management
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-04
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$14)
Filed 2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares0 from 319
Change-319 (-100%)
Value$31 (-$29.9K)
Filed 2026-10-28
LPL Financial LLC
N/A
Shares— from 7,333,311
Change-7,333,311 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,260,638
Change-5,260,638 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,972,285
Change-3,972,285 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,444,105
Change-2,444,105 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,442,225
Change-1,442,225 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,410,135
Change-1,410,135 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,317,072
Change-1,317,072 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,281,663
Change-1,281,663 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,060,600
Change-1,060,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,035,032
Change-1,035,032 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 988,800
Change-988,800 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 918,113
Change-918,113 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 878,701
Change-878,701 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 737,861
Change-737,861 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 557,490
Change-557,490 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 436,885
Change-436,885 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 386,723
Change-386,723 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 372,428
Change-372,428 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 365,657
Change-365,657 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 284,367
Change-284,367 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 282,233
Change-282,233 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 236,394
Change-236,394 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 223,465
Change-223,465 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 218,277
Change-218,277 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 181,055
Change-181,055 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 156,490
Change-156,490 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 151,550
Change-151,550 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 138,750
Change-138,750 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 133,774
Change-133,774 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 132,106
Change-132,106 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 117,987
Change-117,987 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 116,683
Change-116,683 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 115,912
Change-115,912 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 114,718
Change-114,718 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 113,468
Change-113,468 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 111,708
Change-111,708 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 110,351
Change-110,351 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 106,363
Change-106,363 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 102,941
Change-102,941 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 97,948
Change-97,948 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 95,934
Change-95,934 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 94,836
Change-94,836 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 94,763
Change-94,763 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 90,439
Change-90,439 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 88,245
Change-88,245 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 87,059
Change-87,059 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 81,256
Change-81,256 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 80,980
Change-80,980 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 78,313
Change-78,313 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 72,705
Change-72,705 (-100%)
Value—
Stephens Inc
N/A
Shares— from 67,901
Change-67,901 (-100%)
Value—
&partners
N/A
Shares— from 67,822
Change-67,822 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 65,765
Change-65,765 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 65,013
Change-65,013 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 64,794
Change-64,794 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 60,038
Change-60,038 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 57,435
Change-57,435 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 52,235
Change-52,235 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 51,768
Change-51,768 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 49,731
Change-49,731 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 49,608
Change-49,608 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 47,345
Change-47,345 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 46,752
Change-46,752 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 46,109
Change-46,109 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 45,501
Change-45,501 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,666
Change-44,666 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,056
Change-44,056 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 43,227
Change-43,227 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 42,550
Change-42,550 (-100%)
Value—
FMR LLC
N/A
Shares— from 41,776
Change-41,776 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 41,578
Change-41,578 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 41,501
Change-41,501 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 40,812
Change-40,812 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 40,797
Change-40,797 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 39,590
Change-39,590 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 38,769
Change-38,769 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 38,273
Change-38,273 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 37,910
Change-37,910 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 36,705
Change-36,705 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 35,248
Change-35,248 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 34,654
Change-34,654 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 33,894
Change-33,894 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 32,724
Change-32,724 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 32,439
Change-32,439 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 32,272
Change-32,272 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 31,741
Change-31,741 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 29,867
Change-29,867 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 29,117
Change-29,117 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,947
Change-28,947 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 28,761
Change-28,761 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 28,447
Change-28,447 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 28,271
Change-28,271 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 27,963
Change-27,963 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 27,638
Change-27,638 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 25,242
Change-25,242 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,952
Change-24,952 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,203
Change-24,203 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 24,076
Change-24,076 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,914
Change-23,914 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,336
Change-23,336 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 23,177
Change-23,177 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 22,536
Change-22,536 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,010
Change-22,010 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 20,974
Change-20,974 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 20,949
Change-20,949 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 20,463
Change-20,463 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 20,435
Change-20,435 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,434
Change-20,434 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 19,101
Change-19,101 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 18,970
Change-18,970 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,703
Change-17,703 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 17,261
Change-17,261 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 17,228
Change-17,228 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,263
Change-16,263 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 15,736
Change-15,736 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,619
Change-15,619 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,610
Change-15,610 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,463
Change-15,463 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,391
Change-15,391 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,312
Change-15,312 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 15,248
Change-15,248 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,934
Change-14,934 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 14,497
Change-14,497 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,585
Change-13,585 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,505
Change-13,505 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,184
Change-13,184 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,163
Change-12,163 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 11,875
Change-11,875 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,311
Change-11,311 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 10,913
Change-10,913 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,887
Change-10,887 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 9,935
Change-9,935 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 9,512
Change-9,512 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,255
Change-9,255 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,792
Change-8,792 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,428
Change-6,428 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 896
Change-896 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 611
Change-611 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 429
Change-429 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Centennial Bank
N/A
Shares— from 320
Change-320 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 275
Change-275 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 201
Change-201 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 199
Change-199 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 155
Change-155 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 152
Change-152 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED810,369890,828-80,459-9%$83.7M$76.1M-$7.6M2026-11-02
Commonwealth Equity Services, LLC
DECREASED725,947783,205-57,258-7%$73.6M$68.1M-$5.4M2026-11-02
Truist Financial Corp
DECREASED482,016485,483-3,467-1%$45.6M$45.2M-$359.4K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED465,321453,934+11,387+3%$42.6M$43.7M+$1.0M2026-10-16
Kestra Advisory Services, LLC
DECREASED434,803435,756-9530%$40.9M$40.8M-$119.9K2026-11-02
Diversified Enterprises, LLC
DECREASED337,317342,274-4,957-1%$32.1M$31.7M-$489.2K2026-10-19
Archer Investment Corp
INCREASED292,236280,151+12,085+4%$26.3M$27.4M+$1.1M2026-11-05
D.A. Davidson & Co.
DECREASED278,232278,359-1270%$26.1M$26.1M-$31.4K2026-10-28
Park National Corp
DECREASED261,851286,874-25,023-9%$26.9M$24.6M-$2.4M2026-10-05
Gratus Wealth Advisors, LLC
INCREASED229,880229,654+226+0%$21.6M$21.6M+$5.2K2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED206,602193,707+12,895+7%$18.2M$19.4M+$1.2M2026-11-02
tru Independence LLC
INCREASED204,291199,170+5,121+3%$18.7M$19.2M+$466.7K2026-10-20
Heck Capital Advisors, LLC
INCREASED191,403187,487+3,916+2%$17.6M$18.0M+$354.4K2026-10-14
Investors Research Corp
DECREASED174,028174,122-940%$16.4M$16.3M-$21.0K2026-10-07
Randall & Associates Wealth Management
DECREASED146,138181,797-35,659-20%$17.1M$13.7M-$3.4M2026-10-20
Oppenheimer & Co Inc
INCREASED133,852130,725+3,127+2%$12.3M$12.6M+$284.3K2026-10-26
Assetmark, Inc
DECREASED126,198127,851-1,653-1%$12.0M$11.8M-$164.1K2026-10-21
Golden State Wealth Management, LLC
DECREASED113,868115,768-1,900-2%$10.9M$10.7M-$186.4K2026-11-02
Virtus Wealth Solutions LLC
DECREASED103,654105,834-2,180-2%$9.9M$9.7M-$211.9K2026-11-03
Prospera Financial Services Inc
DECREASED102,823120,053-17,230-14%$11.3M$10.5M-$761.2K2026-11-04
Bernardo Wealth Planning LLC
INCREASED100,14452,661+47,483+90%$4.9M$9.4M+$4.5M2026-10-23
Summit Wealth Group LLC / Co
DECREASED92,63897,829-5,191-5%$9.2M$8.7M-$494.0K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED87,96988,653-684-1%$8.3M$8.3M-$70.4K2026-10-23
Southland Equity Partners LLC
DECREASED82,22782,310-830%$7.7M$7.7M-$13.6K2026-10-14
RiverTree Advisors, LLC
DECREASED78,50978,793-2840%$7.4M$7.4M-$32.2K2026-10-13
Morey & Quinn Wealth Partners, LLC
DECREASED77,90778,413-506-1%$7.4M$7.3M-$53.0K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED77,01366,425+10,588+16%$6.4M$7.4M+$935.2K2026-10-13
Creative Planning
DECREASED76,15177,926-1,775-2%$7.3M$7.1M-$172.0K2026-11-02
Wedbush Securities Inc
INCREASED69,78468,069+1,715+3%$6.4M$6.5M+$156.0K2026-10-22
Shelton Wealth Management, LLC
DECREASED56,26556,883-618-1%$5.3M$5.3M-$62.0K2026-10-16
Purus Wealth Management, LLC
DECREASED55,81056,645-835-1%$5.3M$5.2M-$82.3K2026-10-15
Lynch & Associates
INCREASED55,45311,324+44,129+390%$1.1M$5.2M+$4.1M2026-10-13
Kestra Private Wealth Services, LLC
INCREASED54,26253,463+799+1%$5.0M$5.1M+$71.2K2026-10-30
Independent Financial Group, LLC
INCREASED51,94951,750+199+0%$4.9M$4.9M+$15.0K2026-10-13
Able Financial Group, LLC
DECREASED49,80050,596-796-2%$4.8M$4.7M-$78.2K2026-10-14
Nearside Advisors, LLC
NEW49,134—+49,134——$4.6M—2026-10-20
Barrett & Company, Inc.
DECREASED47,64149,891-2,250-5%$4.7M$4.5M-$214.6K2026-10-22
Triumph Capital Management
DECREASED47,07190,805-43,734-48%$8.5M$4.4M-$4.1M2026-10-14
Stonehaven Wealth & TAX Solutions, LLC
DECREASED45,59253,317-7,725-14%$5.0M$4.3M-$728.7K2026-10-22
Clear Creek Financial Management, LLC
INCREASED45,37744,458+919+2%$4.2M$4.3M+$83.2K2026-10-28
Roman Butler Fullerton & Co
INCREASED42,62542,381+244+1%$4.1M$4.2M+$111.6K2026-10-27
PFG Advisors
DECREASED42,55646,328-3,772-8%$4.4M$4.0M-$357.3K2026-10-16
Avior Wealth Management, LLC
DECREASED41,74142,613-872-2%$4.0M$3.9M-$84.9K2026-10-13
KPP Advisory Services LLC
DECREASED41,43447,012-5,578-12%$4.4M$3.9M-$526.7K2026-10-26
Northbridge Financial Group, LLC
INCREASED41,31640,936+380+1%$3.8M$3.9M+$59.2K2026-11-05
Sigma Planning Corp
INCREASED40,63340,178+455+1%$3.8M$3.8M+$39.8K2026-10-23
Waterfront Wealth Inc.
INCREASED39,03338,957+76+0%$3.8M$3.9M+$131.4K2026-11-03
International Assets Investment Management, LLC
DECREASED38,09640,336-2,240-6%$3.8M$3.6M-$255.8K2026-11-02
Ergawealth Advisors, Inc.
DECREASED37,76539,255-1,490-4%$3.7M$3.5M-$142.5K2026-10-21
R2 Capital Strategies, LLC
DECREASED37,28538,650-1,365-4%$3.6M$3.5M-$130.8K2026-10-15
IFP Advisors, Inc
DECREASED37,11039,243-2,133-5%$3.7M$3.5M-$202.9K2026-10-16
Lanark Financial, Inc.
DECREASED35,38238,925-3,543-9%$3.7M$3.3M-$335.3K2026-10-26
Fifth Third Bancorp
DECREASED33,37534,133-758-2%$3.2M$3.1M-$73.5K2026-11-05
Bank of New York Mellon Corp
DECREASED32,65439,873-7,219-18%$3.7M$3.1M-$680.3K2026-11-05
Tcfg Investment Advisors, LLC
DECREASED29,70830,328-620-2%$2.8M$2.8M-$60.4K2026-10-20
Paragon Private Wealth Management, LLC
DECREASED29,48029,960-480-2%$2.8M$2.8M-$47.2K2026-10-20
Crusonia Wealth Advisors LLC
INCREASED29,09729,059+38+0%$2.7M$2.7M+$1.5K2026-10-26
Wisconsin Wealth Advisors, LLC
INCREASED27,18426,866+318+1%$2.5M$2.6M+$28.0K2026-10-08
Centerpoint Advisory Group
DECREASED27,15627,856-700-3%$2.6M$2.5M-$67.6K2026-10-23
Wetzel Investment Advisors, Inc.
DECREASED27,15127,853-702-3%$2.6M$2.5M-$67.8K2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED27,05527,548-493-2%$2.6M$2.5M-$47.7K2026-10-13
Citigroup Inc
DECREASED27,00135,513-8,512-24%$3.3M$2.5M-$801.3K2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED26,45510,342+16,113+156%$971.3K$2.5M+$1.5M2026-10-16
Cornerstone Wealth Management, LLC
INCREASED26,19124,833+1,358+5%$2.3M$2.5M+$125.8K2026-11-04
Carlson Financial, Inc.
INCREASED25,64525,406+239+1%$2.4M$2.4M+$20.7K2026-11-05
Daymark Wealth Partners, LLC
INCREASED25,51925,450+69+0%$2.4M$2.4M+$4.7K2026-11-04
Park Avenue Securities LLC
DECREASED24,85626,393-1,537-6%$2.5M$2.3M-$146.0K2026-10-26
RFG Advisory, LLC
DECREASED24,43833,677-9,239-27%$3.2M$2.3M-$869.4K2026-11-03
Intrua Financial, LLC
DECREASED24,37224,452-800%$2.3M$2.3M-$9.3K2026-10-28
Farther Finance Advisors, LLC
DECREASED23,52124,287-766-3%$2.3M$2.2M-$73.5K2026-10-08
Dagco, Inc.
DECREASED22,64741,102-18,455-45%$3.9M$2.1M-$1.7M2026-10-20
Dynamic Advisor Solutions LLC
DECREASED22,62824,796-2,168-9%$2.3M$2.1M-$205.3K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED22,31421,611+703+3%$2.0M$2.1M+$65.5K2026-10-30
Orba Wealth Advisors, L.L.C.
INCREASED20,67720,655+22+0%$1.9M$1.9M+$6272026-10-23
ERn Financial, LLC
INCREASED20,46319,822+641+3%$1.9M$1.9M+$58.7K2026-10-28
StoneX Group Inc.
INCREASED19,73019,209+521+3%$1.8M$1.9M+$87.2K2026-11-03
Iams Wealth Management, LLC
INCREASED19,64514,501+5,144+35%$1.4M$1.8M+$481.8K2026-10-15
Quad-Cities Investment Group, LLC
DECREASED19,62319,956-333-2%$1.9M$1.8M-$32.7K2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED19,51420,826-1,312-6%$2.0M$1.8M-$124.6K2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED19,46120,681-1,220-6%$1.9M$1.8M-$115.9K2026-10-23
Cottonwood Capital Advisors, LLC
DECREASED19,16119,163-20%$1.8M$1.8M-$1.5K2026-10-20
Trueblood Wealth Management, LLC
INCREASED19,11119,106+5+0%$1.8M$1.8M-$9412026-10-23
Winebrenner Capital Management LLC
DECREASED18,44920,352-1,903-9%$1.9M$1.7M-$180.0K2026-10-07
Nations Financial Group Inc,
DECREASED18,39419,653-1,259-6%$1.8M$1.7M-$119.6K2026-11-05
Strategy Asset Managers LLC
INCREASED18,27617,777+499+3%$1.7M$1.7M+$45.6K2026-10-14
IMG Wealth Management, Inc.
DECREASED17,91120,122-2,211-11%$1.9M$1.7M-$208.9K2026-10-27
Global Assets Advisory, LLC
DECREASED17,26418,055-791-4%$1.7M$1.6M-$90.5K2026-10-28
BIP Wealth, LLC
DECREASED17,03117,686-655-4%$1.7M$1.6M-$62.6K2026-10-22
Axxcess Wealth Management, LLC
DECREASED16,65433,416-16,762-50%$3.1M$1.6M-$1.6M2026-10-21
Beacon Financial Group
UNCHANGED16,65016,65000%$1.6M$1.6M-$1.2K2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED16,30216,656-354-2%$1.6M$1.5M-$34.4K2026-10-16
MGO One Seven LLC
DECREASED15,89916,830-931-6%$1.6M$1.5M-$88.5K2026-10-28
HUB Investment Partners, LLC
INCREASED15,63314,951+682+5%$1.4M$1.5M+$62.9K2026-11-03
Envision Financial LLC
DECREASED15,56519,665-4,100-21%$1.8M$1.5M-$386.1K2026-10-15
Integrity Alliance, Llc.
DECREASED15,36923,360-7,991-34%$2.2M$1.4M-$751.6K2026-10-29
Apollon Wealth Management, LLC
INCREASED15,28314,002+1,281+9%$1.3M$1.4M+$119.2K2026-10-23
Private Trust Co NA
INCREASED14,66213,234+1,428+11%$1.2M$1.4M+$133.1K2026-10-20
Keystone Wealth Services, LLC
UNCHANGED14,47914,47900%$1.4M$1.4M+$13.2K2026-11-03
Beacon Financial Advisory LLC
DECREASED14,45114,508-570%$1.4M$1.4M-$6.4K2026-10-16
Independent Wealth Network Inc.
INCREASED14,13613,596+540+4%$1.3M$1.3M+$49.8K2026-10-19
Fermata Advisors, LLC
DECREASED14,12015,471-1,351-9%$1.5M$1.3M-$127.9K2026-10-13
Hilton Head Capital Partners, LLC
DECREASED13,97714,149-172-1%$1.3M$1.3M-$17.1K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED13,95315,287-1,334-9%$1.4M$1.3M-$126.3K2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW13,823—+13,823——$1.3M—2026-10-27
Savant Capital, LLC
INCREASED13,20412,632+572+5%$1.2M$1.2M+$52.8K2026-11-06
Cambridge Advisors Inc.
DECREASED13,18713,228-410%$1.2M$1.2M-$4.8K2026-10-19
First Premier Bank
DECREASED13,08613,786-700-5%$1.3K$1.2M+$1.2M2026-10-13
US Bancorp \de\
INCREASED13,07012,303+767+6%$1.2M$1.2M+$71.1K2026-11-05
QTR Family Wealth, LLC
DECREASED12,80712,992-185-1%$1.2M$1.2M-$18.2K2026-11-02
Gamma Investing LLC
DECREASED12,52413,411-887-7%$1.3M$1.2M-$84.2K2026-10-08
Richmond Investment Services, LLC
DECREASED12,24612,627-381-3%$1.2M$1.1M-$36.7K2026-10-29
Avantax Planning Partners, Inc.
DECREASED11,89912,080-181-1%$1.1M$1.1M-$17.8K2026-11-03
Creative Financial Designs Inc
DECREASED11,83815,594-3,756-24%$1.5M$1.1M-$353.6K2026-11-04
Partners Wealth Management, LLC
NEW11,718—+11,718——$1.1M—2026-10-28
Cherry Creek Investment Advisors, Inc.
DECREASED11,62611,720-94-1%$1.1M$1.1M-$9.7K2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED11,30811,459-151-1%$1.1M$1.1M-$14.9K2026-10-09
Vaquero Private Wealth, LTD
DECREASED10,95818,504-7,546-41%$1.7M$1.0M-$709.5K2026-10-27
DeDora Capital, Inc.
DECREASED10,76211,152-390-3%$1.0M$1.0M-$37.4K2026-10-26
Compass Financial Management LLC
INCREASED10,7079,485+1,222+13%$896.5K$1.0M+$108.3K2026-10-30
Midwest Financial Network, LLC
DECREASED10,54622,147-11,601-52%$2.1M$989.7K-$1.1M2026-10-13
Titleist Asset Management, LLC
DECREASED10,43010,606-176-2%$996.1K$978.8K-$17.3K2026-10-08
Blueprint Financial Advisors LLC
NEW10,411—+10,411——$977.0K—2026-10-28
Blueprint Investment Partners LLC
NEW10,411—+10,411——$977.0K—2026-10-28
Columbia Advisory Partners LLC
DECREASED10,37010,808-438-4%$1.0M$973.2K-$41.9K2026-10-15
Kaydan Wealth Management, Inc.
DECREASED10,25410,898-644-6%$1.0M$962.4K-$61.1K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED10,18410,18400%$993.2K$1.0M+$15.0K2026-10-23
ARS Wealth Advisors Group, LLC
UNCHANGED10,10410,10400%$949.0K$948.3K-$7082026-10-16
City Holding Co
DECREASED9,99810,383-385-4%$975.2K$938.3K-$36.9K2026-10-19
Focus Financial Network, Inc.
DECREASED9,9909,996-60%$938.8K$937.6K-$1.2K2026-10-14
Sovran Advisors, LLC
DECREASED9,87111,437-1,566-14%$1.1M$1.0M-$141.8K2026-11-02
Investment Planning Advisors, Inc.
INCREASED9,6759,647+28+0%$906.1K$908.0K+$2.0K2026-10-14
Visionary Wealth Advisors
DECREASED9,5679,607-400%$902.3K$897.9K-$4.4K2026-11-04
Boyce & Associates Wealth Consulting, Inc.
DECREASED9,42510,261-836-8%$963.7K$884.5K-$79.2K2026-10-14
DB&C Advisors, LLC
DECREASED9,3569,556-200-2%$897.5K$878.0K-$19.5K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED9,3498,960+389+4%$841.6K$877.4K+$35.9K2026-10-21
Diversify Advisory Services, LLC
INCREASED9,3409,334+6+0%$919.2K$922.7K+$3.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,3409,334+6+0%$919.2K$922.7K+$3.5K2026-10-20
Integrity Wealth Partners, LLC
NEW9,083—+9,083——$852.4K—2026-10-14
Strategic Blueprint, LLC
DECREASED8,89817,266-8,368-48%$1.6M$835.1K-$786.5K2026-10-22
Schwallier Wealth Management LLC
DECREASED8,5738,765-192-2%$823.2K$804.5K-$18.7K2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED8,4808,478+2+0%$796.2K$795.8K-$3992026-10-19
Capital Square, LLC
INCREASED8,4037,886+517+7%$761.9K$788.6K+$26.7K2026-10-19
Gilliland Jeter Wealth Management LLC
DECREASED8,2798,358-79-1%$785.0K$777.0K-$8.0K2026-10-28
MCF Advisors LLC
INCREASED8,0358,034+1+0%$754.6K$754.1K-$4822026-10-28
AdvisorNet Financial, Inc
DECREASED7,8718,786-915-10%$825.3K$767.5K-$57.7K2026-10-15
NWF Advisory Services Inc.
INCREASED7,8677,710+157+2%$724.1K$738.3K+$14.2K2026-10-19
Formidable Asset Management, LLC
INCREASED7,4597,021+438+6%$651.3K$700.5K+$49.3K2026-11-03
Redstone Wealth Management, LLC
DECREASED7,4057,514-109-1%$705.7K$695.0K-$10.8K2026-10-20
MTM Investment Management, LLC
UNCHANGED7,3147,31400%$686.9K$686.4K-$4952026-10-30
Washington Trust Co
UNCHANGED7,3007,30000%$685.6K$685.1K-$5112026-10-22
Blue Trust, Inc.
INCREASED7,1662,080+5,086+245%$195.4K$672.6K+$477.2K2026-10-15
Meridian Wealth Management, LLC
INCREASED7,0836,613+470+7%$621.1K$664.7K+$43.6K2026-11-05
WealthBridge Capital Management, LLC
DECREASED7,0547,275-221-3%$683.3K$662.0K-$21.2K2026-10-16
Parallel Advisors, LLC
DECREASED7,0209,718-2,698-28%$912.7K$658.8K-$253.9K2026-11-03
Novem Group
INCREASED6,9186,735+183+3%$632.5K$649.3K+$16.7K2026-10-19
Koshinski Asset Management, Inc.
DECREASED6,7916,890-99-1%$647.1K$637.3K-$9.7K2026-10-29
Jacobi Capital Management LLC
DECREASED6,7126,959-247-4%$653.6K$629.9K-$23.7K2026-11-05
Wolff Wiese Magana LLC
UNCHANGED6,6666,66600%$626.0K$625.6K-$4202026-10-15
Spire Wealth Management
DECREASED6,6297,214-585-8%$677.5K$622.2K-$55.4K2026-10-30
Meitav Investment House LTD
UNCHANGED6,5256,52500%$612.8K$612.4K-$4572026-10-28
GSG Advisors LLC
DECREASED6,4417,090-649-9%$665.9K$604.5K-$61.4K2026-11-03
SLT Holdings LLC
UNCHANGED6,4106,41000%$602.0K$601.5K-$4482026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED6,35714,278-7,921-55%$1.3M$596.6K-$744.4K2026-10-21
Chicago Partners Investment Group LLC
INCREASED6,2546,236+18+0%$599.5K$629.9K+$30.5K2026-10-27
XML Financial, LLC
INCREASED6,2082,163+4,045+187%$203.1K$582.6K+$379.5K2026-10-29
Kraft, Davis & Associates, LLC
INCREASED6,1636,162+1+0%$594.8K$610.8K+$16.0K2026-10-21
Saxon Interests, Inc.
DECREASED5,9846,518-534-8%$612.2K$561.6K-$50.6K2026-10-26
Advisortrust Partners, LLC
INCREASED5,9345,698+236+4%$535.2K$556.9K+$21.7K2026-11-02
Voisard Asset Management Group, Inc.
UNCHANGED5,8005,80000%$544.7K$544.3K-$4062026-10-13
Y.D. More Investments Ltd
DECREASED5,67310,588-4,915-46%$994.4K$532.4K-$462.0K2026-11-02
Citizens Financial Group Inc
DECREASED5,6385,790-152-3%$543.8K$529.1K-$14.7K2026-10-23
Cascade Investment Group, Inc.
DECREASED5,5805,731-151-3%$538.3K$523.7K-$14.6K2026-10-13
Asset Allocation Strategies LLC
NEW5,509—+5,509——$517.0K—2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED5,4195,571-152-3%$523.2K$508.5K-$14.7K2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED5,1605,16000%$484.6K$484.3K-$3612026-10-05
Brookstone Capital Management
INCREASED5,0955,020+75+1%$471.5K$478.2K+$6.7K2026-10-22
Spectrum Wealth Advisory Group, LLC
DECREASED5,0905,237-147-3%$491.8K$477.7K-$14.1K2026-10-29
Simplicity Wealth,LLC
DECREASED5,0775,174-97-2%$485.9K$476.5K-$9.5K2026-10-23
Ascentis Independent Advisors
NEW4,953—+4,953——$464.8K—2026-11-03
Miramontes Capital, LLC
UNCHANGED4,9094,90900%$461.1K$460.7K-$3432026-10-19
Principle Wealth Partners LLC
INCREASED4,8614,556+305+7%$427.9K$456.2K+$28.4K2026-11-02
Millennium Capital Advisors, LLC
UNCHANGED4,8284,82800%$453.4K$453.1K-$3382026-10-16
Apollon Financial, LLC
UNCHANGED4,7524,75200%$446.3K$446.0K-$2552026-10-23
Tritonpoint Wealth, LLC
UNCHANGED4,6654,66500%$438.1K$437.8K-$3272026-10-19
55 North Private Wealth, LLC
UNCHANGED4,5234,52300%$424.8K$424.5K-$3162026-10-20
Moneywise, Inc.
DECREASED4,5216,189-1,668-27%$581.3K$424.3K-$156.9K2026-10-30
First Heartland Consultants, Inc.
DECREASED4,4484,592-144-3%$431.3K$417.5K-$13.8K2026-10-08
BlueChip Wealth Advisors LLC
DECREASED4,4414,455-140%$418.4K$416.8K-$1.6K2026-11-03
W Advisors, LLC
UNCHANGED4,4334,43300%$416.3K$416.0K-$3102026-11-02
Larson Financial Group LLC
DECREASED4,3404,464-124-3%$419.2K$407.3K-$12.0K2026-11-05
American Capital Advisory, LLC
DECREASED4,3034,380-77-2%$411.4K$403.8K-$7.5K2026-10-28
Level Wealth Management LLC
UNCHANGED4,2634,26300%$400.4K$400.1K-$2982026-10-23
M Holdings Securities, Inc.
NEW3,993—+3,993——$375.0K—2026-11-03
Claro Advisors Inc.
UNCHANGED3,9163,91600%$367.8K$367.5K-$2742026-11-02
Gaddis Premier Wealth Advisors LLC
INCREASED3,9093,908+1+0%$367.0K$366.8K-$2172026-10-29
American Institute for Advanced Investment Management, LLP
DECREASED3,8964,279-383-9%$401.9K$365.6K-$36.3K2026-11-03
Puff Wealth Management, LLC
DECREASED3,8885,385-1,497-28%$505.8K$364.9K-$140.9K2026-10-07
Fragasso Financial Advisors Inc
INCREASED3,8563,842+14+0%$360.8K$369.1K+$8.2K2026-10-13
Founders Financial Securities LLC
INCREASED3,8163,677+139+4%$345.3K$358.1K+$12.8K2026-10-28
Plus Group Wealth Advisors LLC
DECREASED3,7727,010-3,238-46%$658.4K$354.0K-$304.5K2026-10-19
TopTier Wealth Management, LLC
INCREASED3,6853,674+11+0%$345.0K$345.8K+$7672026-10-16
Bdfs Capital LLC
INCREASED3,6843,674+10+0%$345.0K$345.7K+$7242026-10-14
Signature Equity Partners, LLC
INCREASED3,675323+3,352+1038%$30.4K$344.9K+$314.5K2026-10-29
Woodward Diversified Capital, LLC
UNCHANGED3,6103,61000%$339.1K$338.8K-$2522026-10-21
Mission Financial Group, LLC
DECREASED3,5203,921-401-10%$368.3K$330.3K-$37.9K2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED3,3363,33600%$313.3K$313.1K-$2332026-11-04
L. Roy Papp & Associates, LLP
UNCHANGED3,2603,26000%$306.2K$306.0K-$2292026-10-21
CLG LLC
DECREASED3,2443,662-418-11%$343.9K$304.4K-$39.5K2026-10-13
Harbor Asset Planning, Inc.
INCREASED3,1883,187+1+0%$299.3K$299.1K-$1472026-10-23
LVZ, Inc.
UNCHANGED3,1813,18100%$298.8K$298.5K-$2232026-10-20
Rossby Financial, LCC
INCREASED3,1662,952+214+7%$277.3K$297.2K+$19.9K2026-11-05
HBW Advisory Services LLC
DECREASED3,1558,519-5,364-63%$800.1K$296.1K-$504.1K2026-10-15
Investment Partners Asset Management, Inc.
UNCHANGED3,1133,11300%$292.4K$292.2K-$2182026-10-09
Fairvoy Private Wealth, LLC
DECREASED3,1073,546-439-12%$333.0K$291.6K-$41.4K2026-10-19
Balance Wealth Partners LLC
DECREASED3,0434,789-1,746-36%$449.8K$285.6K-$164.2K2026-10-27
Balboa Wealth Partners
DECREASED3,0333,088-55-2%$290.0K$284.6K-$5.3K2026-10-20
Grantvest Financial Group LLC
DECREASED2,9883,023-35-1%$283.9K$280.4K-$3.5K2026-10-21
National Wealth Management Group, LLC
UNCHANGED2,9832,98300%$280.1K$279.9K-$2052026-10-26
Alliance Wealth Advisors, LLC
DECREASED2,9182,920-20%$274.2K$273.9K-$3922026-10-14
SeaCrest Wealth Management, LLC
INCREASED2,9162,915+1+0%$273.8K$273.7K-$782026-10-21
Commonwealth Financial Services, LLC
DECREASED2,86810,464-7,596-73%$982.8K$269.2K-$713.6K2026-10-20
Vise Technologies, Inc.
NEW2,828—+2,828——$265.4K—2026-10-29
Signaturefd, LLC
INCREASED2,8092,684+125+5%$252.1K$263.6K+$11.5K2026-10-23
Private Client Services, LLC
INCREASED2,7732,462+311+13%$231.2K$260.2K+$29.0K2026-10-02
Ritholtz Wealth Management
NEW2,717—+2,717——$255.0K—2026-11-05
Herold Advisors, Inc.
NEW2,699—+2,699——$253.3K—2026-10-19
Summit Investment Advisory Services, LLC
DECREASED2,6212,665-44-2%$250.3K$246.0K-$4.3K2026-11-03
Insight Advisors, LLC/ PA
DECREASED2,5952,692-97-4%$252.8K$243.6K-$9.2K2026-10-22
Bison Wealth, LLC
INCREASED2,5662,560+6+0%$248.1K$247.2K-$8722026-10-13
Narus Financial Partners, LLC
INCREASED2,5102,500+10+0%$234.8K$235.6K+$7642026-10-19
Csenge Advisory Group
DECREASED2,5043,464-960-28%$325.3K$235.0K-$90.3K2026-11-04
SFG Wealth Management, Llc.
DECREASED2,4492,529-80-3%$237.5K$229.8K-$7.7K2026-10-23
Reap Financial Group, LLC
INCREASED2,4472,439+8+0%$229.1K$229.6K+$5282026-11-02
MBE Wealth Management, LLC
UNCHANGED2,4422,44200%$229.4K$229.2K-$1712026-10-26
Davenport & Co LLC
INCREASED2,4162,383+33+1%$223.8K$226.7K+$2.9K2026-10-14
Cypress Wealth Services, LLC
INCREASED2,3962,389+7+0%$224.3K$226.0K+$1.6K2026-10-21
Scheeler Financial LLC
NEW2,370—+2,370——$222.4K—2026-10-13
Cullen T Bankers, Inc.
INCREASED2,3581,294+1,064+82%$121.6K$221.3K+$99.7K2026-10-28
WealthTrust Asset Management, LLC
UNCHANGED2,3222,32200%$218.1K$217.9K-$1622026-10-22
Leelyn Smith, LLC
NEW2,286—+2,286——$214.5K—2026-11-03
WJ Wealth Management, LLC
UNCHANGED2,2502,25000%$211.3K$211.2K-$1572026-11-03
Triton Wealth Management, Pllc
NEW2,231—+2,231——$230.7K—2026-11-04
AMG National Trust Bank
UNCHANGED2,2252,22500%$209.0K$208.8K-$1562026-11-05
Greenfield Savings Bank
UNCHANGED2,2192,21900%$208.4K$208.3K-$1552026-10-07
Hazlett, Burt & Watson, Inc.
DECREASED2,1372,720-583-21%$159.1K$104.1K-$55.0K2026-11-04
Bayban
UNCHANGED1,8001,80000%$169.1K$169.1K$02026-11-05
Albion Financial Group
UNCHANGED1,6301,63000%$153.1K$153.0K-$1142026-10-21
Grove Bank & Trust
DECREASED1,5732,157-584-27%$202.6K$147.6K-$55.0K2026-10-08
Peterson Wealth Services
DECREASED1,3601,615-255-16%$151.7K$127.6K-$24.0K2026-10-26
James T. Borello RIA
NEW1,299—+1,299——$121.9K—2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED1,2971,29700%$121.8K$121.7K-$912026-10-21
Polaris Financial Partners
NEW1,166—+1,166——$110—2026-10-02
Allspring Global Investments Holdings, LLC
DECREASED9781,801-823-46%$173.8K$91.5K-$82.3K2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED952747+205+27%$70.2K$89.3K+$19.2K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED83383300%$78.2K$78.2K-$582026-10-27
Whipplewood Advisors, LLC
NEW800—+800——$75.1K—2026-10-20
Avion Wealth
UNCHANGED77577500%$72$72$02026-11-04
Valued Wealth Advisors LLC
NEW772—+772——$72.5K—2026-11-05
Navigoe, LLC
NEW666—+666——$62.0K—2026-11-04
Thompson Investment Management, Inc.
UNCHANGED58658600%$55.0K$55.0K-$412026-10-14
Parkside Financial Bank & Trust
UNCHANGED58358300%$54.8K$54.7K-$412026-10-27
Root Financial Partners, LLC
NEW570—+570——$53.5K—2026-10-21
CoreCap Advisors, LLC
INCREASED546405+141+35%$38.0K$51.2K+$13.2K2026-10-08
GGM Financial LLC
DECREASED513605-92-15%$56.8K$48.1K-$8.7K2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED51251200%$48.1K$48.1K-$362026-10-07
EverSource Wealth Advisors, LLC
INCREASED50649+457+933%$4.6K$47.5K+$42.8K2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED44644600%$41.9K$41.9K-$312026-10-09
Quaker Wealth Management, LLC
NEW428—+428——$40.2K—2026-10-22
IFS Advisors, LLC
NEW423—+423——$39.7K—2026-10-14
Tounjian Advisory Partners, LLC
DECREASED405540-135-25%$50.7K$38.1K-$12.6K2026-11-04
Financial Perspectives, Inc
UNCHANGED38138100%$35.8K$35.8K-$272026-11-03
Asset Dedication, LLC
UNCHANGED36836800%$34.6K$34.5K-$262026-11-03
Silver Grove Financial Group, Inc.
INCREASED352292+60+21%$27.4K$33.1K+$5.6K2026-11-05
KFG LLC
NEW350—+350——$32.8K—2026-11-02
Abound Wealth Management
UNCHANGED35035000%$32.9K$32.8K-$242026-10-26
Mather Group, Llc.
UNCHANGED31931900%$30.0K$29.9K-$222026-10-14
Hanson & Doremus Investment Management
UNCHANGED31231200%$29$29.0K+$29.0K2026-10-16
Davis Capital Management
UNCHANGED30130100%$28.3K$28.2K-$212026-10-08
Eastern Bank
UNCHANGED29029000%$27.2K$27.2K-$202026-10-05
Farmers & Merchants Investments Inc
UNCHANGED27927900%$26.2K$26.2K-$202026-10-22
Salomon & Ludwin, LLC
UNCHANGED27527500%$26.1K$25.8K-$3162026-10-29
Quest 10 Wealth Builders, Inc.
INCREASED236218+18+8%$20.5K$22.1K+$1.7K2026-11-02
GK Wealth Management LLC
NEW219—+219——$20.6K—2026-10-09
Accordant Advisory Group Inc
UNCHANGED20020000%$18.8K$18.8K-$142026-10-29
Kingdom Financial Group Llc.
NEW190—+190——$17.8K—2026-11-04
Livelsberger Financial Advisory
NEW177—+177——$16.6K—2026-10-28
Financial Consulate, Inc
UNCHANGED15415400%$14.5K$14.5K-$112026-10-23
Wagner Wealth Management, LLC
DECREASED152248-96-39%$23.3K$14.3K-$9.0K2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED14914900%$14.0K$14.0K-$102026-10-28
Key FInancial Inc
UNCHANGED14114100%$13.2K$13.2K-$102026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED13513500%$12.7K$12.7K-$102026-10-16
Central Trust Co
UNCHANGED12712700%$11.9K$11.9K-$92026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED11011000%$10.3K$10.3K-$82026-10-15
Lloyd Advisory Services, Llc.
INCREASED8782+5+6%$7.7K$8.1K+$4912026-11-02
Rachor Investment Advisory Services, LLC
NEW86—+86——$8.1K—2026-10-29
Networth Advisors, LLC
NEW77—+77——$7.3K—2026-11-03
American National Bank & Trust
UNCHANGED555500%$5.2K$5.2K-$42026-10-07
Rydar Equities, Inc.
NEW39—+39——$3.7K—2026-10-13
Key Capital Management, Inc
DECREASED29110-81-74%$10.3K$2.7K-$7.6K2026-11-03
Yankcom Partnership
NEW28—+28——$2.6K—2026-10-15
CX Institutional
NEW20—+20——$2—2026-10-02
Main Street Group, LTD
UNCHANGED1100%$94$94$02026-10-28
Scarborough Advisors, LLC
CLOSED0259,173-259,173-100%$24.5M$0-$24.5M2026-10-16
J.W. Cole Advisors, Inc.
CLOSED047,412-47,412-100%$4.5M$0-$4.5M2026-11-05
Elevation Point Wealth Partners, LLC
CLOSED031,949-31,949-100%$3.0M$0-$3.0M2026-11-05
C2c Wealth Management, LLC
CLOSED016,059-16,059-100%$196.3K$0-$196.3K2026-10-20
Confluence Wealth Services, Inc.
CLOSED015,725-15,725-100%$1.5M$0-$1.5M2026-11-05
Arbor Capital Management Inc
CLOSED011,594-11,594-100%$1.2M$0-$1.2M2026-10-21
AlphaStar Capital Management, LLC
CLOSED06,364-6,364-100%$597.7K$0-$597.7K2026-10-16
Trek Financial, LLC
CLOSED06,109-6,109-100%$573.8K$0-$573.8K2026-10-29
Wesbanco Bank Inc
CLOSED04,831-4,831-100%$453.7K$0-$453.7K2026-11-04
TritonPoint Partners, LLC
CLOSED04,665-4,665-100%$438.1K$0-$438.1K2026-11-05
Inscription Capital, LLC
CLOSED04,608-4,608-100%$432.8K$0-$432.8K2026-11-02
Advisor Resource Council
CLOSED02,428-2,428-100%$228.1K$0-$228.1K2026-11-05
Tucker Asset Management LLC
CLOSED02,290-2,290-100%$215.1K$0-$215.1K2026-10-29
Ascent Group, LLC
CLOSED02,206-2,206-100%$207.2K$0-$207.2K2026-10-30
25 LLC
CLOSED02,157-2,157-100%$202.6K$0-$202.6K2026-10-13
Bullseye Investment Management, LLC
CLOSED01,310-1,310-100%$123.0K$0-$123.0K2026-10-29
Beacon Investment Advisory Services, Inc.
CLOSED0600-600-100%$56.4K$0-$56.4K2026-10-13
Gill Capital Partners, LLC
CLOSED0315-315-100%$29.6K$0-$29.6K2026-10-13
Bokf, NA
CLOSED0294-294-100%$27.6K$0-$27.6K2026-10-27
Axiom Investment Management LLC
CLOSED0210-210-100%$19.7K$0-$19.7K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0167-167-100%$15.8K$0-$15.8K2026-10-14
Jnba Financial Advisors
CLOSED0116-116-100%$10.9K$0-$10.9K2026-11-03
Eukles Asset Management
CLOSED029-29-100%$2.7K$0-$2.7K2026-11-04
Kozak & Associates, Inc.
CLOSED000—$14$0-$142026-10-29
Mowery & Schoenfeld Wealth Management, LLC
DECREASED0319-319-100%$29.9K$31-$29.9K2026-10-28
LPL Financial LLC
N/A—7,333,311-7,333,311-100%$688.7M———
Morgan Stanley
N/A—5,260,638-5,260,638-100%$494.1M———
Raymond James Financial Inc
N/A—3,972,285-3,972,285-100%$373.1M———
Wells Fargo & Company
N/A—2,444,105-2,444,105-100%$229.6M———
Cetera Investment Advisers
N/A—1,442,225-1,442,225-100%$135.5M———
Bank of America Corp
N/A—1,410,135-1,410,135-100%$132.4M———
UBS Group AG
N/A—1,317,072-1,317,072-100%$123.7M———
Osaic Holdings, Inc.
N/A—1,281,663-1,281,663-100%$120.4M———
Envestnet Asset Management Inc
N/A—1,060,600-1,060,600-100%$99.6M———
Royal Bank of Canada
N/A—1,035,032-1,035,032-100%$97.2M———
Two Sigma Investments, LP
N/A—988,800-988,800-100%$92.9M———
Ameriprise Financial Inc
N/A—918,113-918,113-100%$86.1M———
Jones Financial Companies Lllp
N/A—878,701-878,701-100%$82.6M———
Stifel Financial Corp
N/A—737,861-737,861-100%$69.3M———
Private Advisor Group, LLC
N/A—557,490-557,490-100%$52.4M———
Harbour Investments, Inc.
N/A—436,885-436,885-100%$41.0M———
Silver OAK Securities, Incorporated
N/A—386,723-386,723-100%$36.3M———
American Financial Advisors, LLC
N/A—372,428-372,428-100%$35.0M———
Janney Montgomery Scott LLC
N/A—365,657-365,657-100%$34.3M———
Regal Investment Advisors LLC
N/A—284,367-284,367-100%$26.7M———
IFG Advisory, LLC
N/A—282,233-282,233-100%$26.5M———
MML Investors Services, LLC
N/A—236,394-236,394-100%$22.2M———
Evelyn Partners Group Ltd
N/A—223,465-223,465-100%$25.3M———
HBK Sorce Advisory LLC
N/A—218,277-218,277-100%$21.8M———
Vestmark Advisory Solutions, Inc.
N/A—181,055-181,055-100%$17.0M———
Northwestern Mutual Wealth Management Co
N/A—156,490-156,490-100%$14.7M———
Rockefeller Capital Management L.P.
N/A—151,550-151,550-100%$14.2M———
Baird Financial Group, Inc.
N/A—138,750-138,750-100%$13.0M———
Arax Advisory Partners
N/A—133,774-133,774-100%$12.6M———
Sargent Investment Group, LLC
N/A—132,106-132,106-100%$12.4M———
Integrated Wealth Concepts LLC
N/A—117,987-117,987-100%$11.1M———
PNC Financial Services Group, Inc.
N/A—116,683-116,683-100%$11.0M———
HighTower Advisors, LLC
N/A—115,912-115,912-100%$10.9M———
Equitable Holdings, Inc.
N/A—114,718-114,718-100%$10.8M———
Concentrum Wealth Management
N/A—113,468-113,468-100%$10.7M———
Goldman Sachs Group Inc
N/A—111,708-111,708-100%$10.5M———
Steward Partners Investment Advisory, LLC
N/A—110,351-110,351-100%$10.4M———
Benjamin Edwards Inc
N/A—106,363-106,363-100%$10.0M———
Gateway Wealth Partners, LLC
N/A—102,941-102,941-100%$9.7M———
OneDigital Investment Advisors LLC
N/A—97,948-97,948-100%$9.2M———
Great Valley Advisor Group, Inc.
N/A—95,934-95,934-100%$9.0M———
Merit Financial Group, LLC
N/A—94,836-94,836-100%$8.9M———
Western Wealth Management, LLC
N/A—94,763-94,763-100%$8.9M———
NI Acquisitions Company, LLC
N/A—90,439-90,439-100%$3.9M———
Tudor Investment Corp ET AL
N/A—88,245-88,245-100%$8.3M———
Rothschild Wealth LLC
N/A—87,059-87,059-100%$8.2M———
Solano Wealth Investment Advisors LLC
N/A—81,256-81,256-100%$7.6M———
TD Capital Management LLC
N/A—80,980-80,980-100%$7.6M———
Kingsview Wealth Management, LLC
N/A—78,313-78,313-100%$7.4M———
PCG Wealth Advisors, LLC
N/A—72,705-72,705-100%$6.8M———
Stephens Inc
N/A—67,901-67,901-100%$6.4M———
&partners
N/A—67,822-67,822-100%$6.4M———
Intellus Advisors LLC
N/A—65,765-65,765-100%$6.2M———
Holistic Financial Partners
N/A—65,013-65,013-100%$6.1M———
Atlas Wealth LLC
N/A—64,794-64,794-100%$6.1M———
Plotkin Financial Advisors, LLC
N/A—60,038-60,038-100%$5.6M———
Geneos Wealth Management Inc.
N/A—57,435-57,435-100%$5.4M———
AE Wealth Management LLC
N/A—52,235-52,235-100%$4.9M———
Arkadios Wealth Advisors
N/A—51,768-51,768-100%$4.9M———
IHT Wealth Management, LLC
N/A—49,731-49,731-100%$4.7M———
JPMorgan Chase & Co
N/A—49,608-49,608-100%$4.7M———
MAI Capital Management
N/A—47,345-47,345-100%$4.4M———
Tradition Wealth Management, LLC
N/A—46,752-46,752-100%$4.4M———
Aptus Capital Advisors, LLC
N/A—46,109-46,109-100%$4.3M———
Forefront Wealth Partners, LLC
N/A—45,501-45,501-100%$4.3M———
Mariner, LLC
N/A—44,666-44,666-100%$4.2M———
NewEdge Advisors, LLC
N/A—44,056-44,056-100%$4.1M———
FSB Premier Wealth Management, Inc.
N/A—43,227-43,227-100%$4.1M———
HRT Financial LP
N/A—42,550-42,550-100%$4.0M———
FMR LLC
N/A—41,776-41,776-100%$3.9M———
Dakota Wealth Management
N/A—41,578-41,578-100%$3.9M———
World Investment Advisors
N/A—41,501-41,501-100%$3.8M———
Delos Wealth Advisors, LLC
N/A—40,812-40,812-100%$3.8M———
OneAscent Financial Services LLC
N/A—40,797-40,797-100%$3.8M———
Valmark Advisers, Inc.
N/A—39,590-39,590-100%$3.7M———
Foundations Investment Advisors, LLC
N/A—38,769-38,769-100%$3.6M———
Guardian Wealth Advisors, LLC / NC
N/A—38,273-38,273-100%$3.6M———
Waterloo Capital, L.P.
N/A—37,910-37,910-100%$3.6M———
UBS Asset Management Americas LLC
N/A—36,705-36,705-100%$3.4M———
Pinnacle Financial Partners, Inc.
N/A—35,248-35,248-100%$3.3M———
Essex Financial Services, Inc.
N/A—34,654-34,654-100%$3.3M———
Ausdal Financial Partners, Inc.
N/A—33,894-33,894-100%$3.2M———
IFS Group,LLC
N/A—32,724-32,724-100%$3.1M———
Perennial Investment Advisors, LLC
N/A—32,439-32,439-100%$3.0M———
Crux Wealth Advisors
N/A—32,272-32,272-100%$3.0M———
Sun Financial Inc
N/A—31,741-31,741-100%$3.2M———
Forge Financial Services LLC
N/A—29,867-29,867-100%$2.8M———
HighPoint Advisor Group LLC
N/A—29,117-29,117-100%$2.7M———
Citadel Advisors LLC
N/A—28,947-28,947-100%$2.7M———
Perissos Private Wealth Management, LLC
N/A—28,761-28,761-100%$2.7M———
Snowden Capital Advisors LLC
N/A—28,447-28,447-100%$2.7M———
Jaffetilchin Investment Partners, LLC
N/A—28,271-28,271-100%$2.7M———
Gladstone Institutional Advisory LLC
N/A—27,963-27,963-100%$2.6M———
1776 Wealth LLC
N/A—27,638-27,638-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—25,242-25,242-100%$2.4M———
Susquehanna International Group, LLP
N/A—24,952-24,952-100%$2.3M———
Summit Financial, LLC
N/A—24,700-24,700-100%$2.3M———
Global Retirement Partners, LLC
N/A—24,203-24,203-100%$2.3M———
Marshall Investment Management, LLC
N/A—24,076-24,076-100%$2.3M———
Mercer Global Advisors Inc
N/A—23,914-23,914-100%$2.2M———
Natixis Advisors, LLC
N/A—23,336-23,336-100%$2.2M———
Advisory Alpha, LLC
N/A—23,177-23,177-100%$2.2M———
Capital Analysts, LLC
N/A—22,536-22,536-100%$2.1M———
SEI Investments Co
N/A—22,115-22,115-100%$2.1M———
Mutual Advisors, LLC
N/A—22,010-22,010-100%$2.1M———
Cozad Asset Management Inc
N/A—20,974-20,974-100%$2.0M———
Kapstone Financial Advisors LLC
N/A—20,949-20,949-100%$2.0M———
Proactive Wealth Strategies LLC
N/A—20,463-20,463-100%$1.9M———
Pine Valley Investments Ltd Liability Co
N/A—20,435-20,435-100%$1.9M———
Principal Securities, Inc.
N/A—20,434-20,434-100%$1.9M———
GTS Securities LLC
N/A—19,101-19,101-100%$1.8M———
Truvestments Capital LLC
N/A—18,970-18,970-100%$1.8M———
Prosperity Consulting Group, LLC
N/A—17,703-17,703-100%$1.7M———
Darwin Wealth Management, LLC
N/A—17,261-17,261-100%$1.6M———
ForthRight Wealth Management, LLC
N/A—17,228-17,228-100%$1.6M———
WCG Wealth Advisors LLC
N/A—16,263-16,263-100%$1.5M———
LaSalle St. Investment Advisors, LLC
N/A—15,736-15,736-100%$1.5M———
Smith, Moore & Co.
N/A—15,619-15,619-100%$1.5M———
Waverly Advisors, LLC
N/A—15,610-15,610-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—15,463-15,463-100%$1.5M———
PFG Investments, LLC
N/A—15,391-15,391-100%$1.4M———
XTX Topco Ltd
N/A—15,312-15,312-100%$1.4M———
Sequent Planning LLC
N/A—15,248-15,248-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—15,173-15,173-100%$1.4M———
AQR Capital Management LLC
N/A—14,934-14,934-100%$1.4M———
Hershey Financial Advisers, LLC
N/A—14,497-14,497-100%$1.4M———
Rehmann Capital Advisory Group
N/A—14,431-14,431-100%$1.4M———
Fiduciary Financial Advisors
N/A—13,585-13,585-100%$1.3M———
Captrust Financial Advisors
N/A—13,505-13,505-100%$1.3M———
NewEdge Wealth, LLC
N/A—13,184-13,184-100%$1.2M———
First Trust Advisors LP
N/A—13,048-13,048-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—12,800-12,800-100%$1.2M———
Sequoia Financial Advisors, LLC
N/A—12,163-12,163-100%$1.1M———
Peak Planning Group, LLC
N/A—11,875-11,875-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—11,311-11,311-100%$1.1M———
Keystone Financial Services, LLC
N/A—11,279-11,279-100%$1.1M———
Keystone Financial Group
N/A—11,161-11,161-100%$1.0M———
Stonebridge Financial Planning Group, LLC
N/A—11,078-11,078-100%$1.0M———
Pinnacle Family Advisors, LLC
N/A—10,913-10,913-100%$1.0M———
Savvy Advisors, Inc.
N/A—10,887-10,887-100%$1.0M———
Twin Peaks Wealth Advisors, LLC
N/A—10,306-10,306-100%$967.9K———
West Michigan Advisors, LLC
N/A—9,935-9,935-100%$933.1K———
Flow Traders U.S. LLC
N/A—9,885-9,885-100%$928.0K———
Advisory Services Network, LLC
N/A—9,720-9,720-100%$912.9K———
HFG Advisors, Inc.
N/A—9,512-9,512-100%$893.4K———
Cresset Asset Management, LLC
N/A—9,255-9,255-100%$869.2K———
Kovack Advisors, Inc.
N/A—8,792-8,792-100%$833.5K———
Medallion Wealth Advisors, LLC
N/A—8,597-8,597-100%$5.7M———
BlackRock, Inc.
N/A—8,488-8,488-100%$797.2K———
Cerity Partners LLC
N/A—8,446-8,446-100%$793.2K———
Harvest Investment Services, LLC
N/A—7,972-7,972-100%$748.7K———
Ameriflex Group, Inc.
N/A—7,949-7,949-100%$746.5K———
Thoroughbred Financial Services, LLC
N/A—7,914-7,914-100%$743.0K———
Independent Advisor Alliance
N/A—7,553-7,553-100%$709.3K———
LeClair Wealth Partners LLC
N/A—7,356-7,356-100%$690.9K———
Level Four Advisory Services, LLC
N/A—6,547-6,547-100%$614.9K———
Blair William & Co
N/A—6,428-6,428-100%$603.7K———
Eldridge Investment Advisors, Inc.
N/A—6,164-6,164-100%$578.9K———
Panoramic Investment Advisors, LLC
N/A—6,147-6,147-100%$577.3K———
Modern Wealth Management, LLC
N/A—5,910-5,910-100%$555.1K———
Integrity Financial Corp
N/A—5,889-5,889-100%$553.1K———
CreativeOne Wealth, LLC
N/A—5,887-5,887-100%$552.9K———
Insigneo Advisory Services, LLC
N/A—5,718-5,718-100%$537.0K———
J. M. Brown & Associates Inc.
N/A—5,633-5,633-100%$529.1K———
Calton & Associates, Inc.
N/A—5,457-5,457-100%$512.5K———
Anchor Investment Management, LLC
N/A—5,126-5,126-100%$481.4K———
Pursue Wealth Partners LLC
N/A—5,085-5,085-100%$477.6K———
BFC Planning, Inc.
N/A—5,040-5,040-100%$473.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,995-4,995-100%$469.1K———
O'rourke & Company, Inc
N/A—4,974-4,974-100%$467.2K———
Money Concepts Capital Corp
N/A—4,834-4,834-100%$454.0K———
Synergy Investment Management, LLC
N/A—4,681-4,681-100%$439.6K———
QRG Capital Management, Inc.
N/A—4,604-4,604-100%$432.4K———
Novak & Powell Financial Services, Inc.
N/A—4,556-4,556-100%$427.9K———
Bradley Foster & Sargent Inc
N/A—4,473-4,473-100%$420.1K———
Stratos Wealth Advisors, LLC
N/A—4,454-4,454-100%$418.4K———
Focus Partners Advisor Solutions, LLC
N/A—4,418-4,418-100%$414.9K———
Belpointe Asset Management LLC
N/A—4,339-4,339-100%$407.5K———
Per Stirling Capital Management, Llc.
N/A—4,322-4,322-100%$405.9K———
SageView Advisory Group, LLC
N/A—4,301-4,301-100%$403.9K———
Nuveen, LLC
N/A—4,207-4,207-100%$395.1K———
Moors & Cabot, Inc.
N/A—4,196-4,196-100%$394.1K———
Plum Street Advisors, LLC
N/A—4,195-4,195-100%$394.0K———
Kerr Financial Planning Corp
N/A—4,149-4,149-100%$389.6K———
Quantinno Capital Management LP
N/A—3,971-3,971-100%$373.0K———
Prasad Wealth Partners, LLC
N/A—3,801-3,801-100%$357.0K———
Strategies Wealth Advisors, LLC
N/A—3,684-3,684-100%$346.0K———
Founders Financial Alliance, LLC
N/A—3,604-3,604-100%$338.5K———
Beck Bode, LLC
N/A—3,578-3,578-100%$336.0K———
Keating Financial Advisory Services, Inc.
N/A—3,503-3,503-100%$329.0K———
Cedrus Wealth Group LLC
N/A—3,498-3,498-100%$328.5K———
Impact Partnership Wealth, LLC
N/A—3,354-3,354-100%$315.0K———
Mach-1 Financial Group, LLC
N/A—3,259-3,259-100%$306.1K———
Commerce Bank
N/A—3,202-3,202-100%$300.7K———
Wealth Management Associates, Inc.
N/A—3,173-3,173-100%$298.0K———
First National Bank of Omaha
N/A—3,168-3,168-100%$297.5K———
Magnolia Capital Advisors LLC
N/A—3,027-3,027-100%$284.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,026-3,026-100%$284.2K———
Petix & Botte Co
N/A—2,994-2,994-100%$281.2K———
Bessemer Group Inc
N/A—2,955-2,955-100%$264.0K———
Continuum Advisory, LLC
N/A—2,930-2,930-100%$275.2K———
Collaborative Wealth Managment Inc.
N/A—2,885-2,885-100%$271.0K———
GeoWealth Management, LLC
N/A—2,875-2,875-100%$270.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,801-2,801-100%$263.1K———
Moment Partners, LLC
N/A—2,757-2,757-100%$258.9K———
Twin City Private Wealth, LLC
N/A—2,680-2,680-100%$251.7K———
Institute for Wealth Management, Llc.
N/A—2,641-2,641-100%$248.0K———
Vigil Wealth Management, LLC
N/A—2,635-2,635-100%$247.5K———
Two Sigma Securities, LLC
N/A—2,593-2,593-100%$243.5K———
Fidelis Capital Partners, LLC
N/A—2,589-2,589-100%$243.2K———
EP Wealth Advisors, LLC
N/A—2,481-2,481-100%$233.0K———
Kesler, Norman & Wride, LLC
N/A—2,443-2,443-100%$229.4K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,433-2,433-100%$228.5K———
Hilltop Holdings Inc.
N/A—2,360-2,360-100%$221.7K———
Peapack Gladstone Financial Corp
N/A—2,278-2,278-100%$207.0K———
Clark Capital Management Group, Inc.
N/A—2,209-2,209-100%$207.5K———
RiverFront Investment Group, LLC
N/A—2,172-2,172-100%$204.0K———
Franklin Resources Inc
N/A—2,155-2,155-100%$202.4K———
Mpwm Advisory Solutions, LLC
N/A—2,131-2,131-100%$200.1K———
Nova Wealth Management, Inc.
N/A—2,080-2,080-100%$195.4K———
Luminist Capital LLC
N/A—1,977-1,977-100%$185.7K———
Vanguard Advisers Inc
N/A—1,710-1,710-100%$160.6K———
Clearstead Advisors, LLC
N/A—1,650-1,650-100%$155.0K———
Russell Investments Group, Ltd.
N/A—1,455-1,455-100%$136.7K———
Hantz Financial Services, Inc.
N/A—1,278-1,278-100%$120.0K———
Operose Advisors LLC
N/A—1,208-1,208-100%$113.4K———
Tidemark, LLC
N/A—1,146-1,146-100%$107.7K———
FWL Investment Management, LLC
N/A—1,063-1,063-100%$99.8K———
Allied Private Wealth LLC
N/A—1,050-1,050-100%$101.2K———
N.E.W. Advisory Services LLC
N/A—1,025-1,025-100%$96.2K———
Glassman Wealth Services
N/A—1,000-1,000-100%$93.9K———
Smartleaf Asset Management LLC
N/A—915-915-100%$85.9K———
Huntington National Bank
N/A—896-896-100%$84.2K———
Private Wealth Asset Management, LLC
N/A—833-833-100%$78.2K———
Richard W. Paul & Associates, LLC
N/A—829-829-100%$77.9K———
Godfrey Financial Associates, Inc.
N/A—611-611-100%$57.4K———
Luken Investment Analytics, LLC
N/A—568-568-100%$53.3K———
BankPlus Trust Department
N/A—429-429-100%$40.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—425-425-100%$39.9K———
Consultiva Wealth Management, Corp.
N/A—420-420-100%$39.4K———
Raffa Wealth Management, LLC
N/A—416-416-100%$39.0K———
Johnson Financial Group, Inc.
N/A—382-382-100%$35.9K———
Centennial Bank
N/A—320-320-100%$30.1K———
Tiaa Wealth Investment Management LLC
N/A—295-295-100%$27.7K———
SouthState Bank Corp
N/A—275-275-100%$25.8K———
Dunhill Financial, LLC
N/A—274-274-100%$25.7K———
Orion Capital Management LLC
N/A—258-258-100%$24.2K———
Bank of Montreal
N/A—201-201-100%$18.9K———
PIN OAK Investment Advisors Inc
N/A—199-199-100%$19———
Strive Financial Group,LLC
N/A—195-195-100%$18.3K———
Burnham & Co LLC
N/A—175-175-100%$16.4K———
Whittier Trust Co
N/A—155-155-100%$15.1K———
Financial Gravity Companies, Inc.
N/A—152-152-100%$14.3K———
FAS Wealth Partners, Inc.
N/A—150-150-100%$14.1K———
Measured Wealth Private Client Group, LLC
N/A—116-116-100%$10.9K———
Glen Eagle Advisors, LLC
N/A—101-101-100%$9.5K———
LRI Investments, LLC
N/A—100-100-100%$9.4K———
Caitlin John, LLC
N/A—75-75-100%$7.0K———
ST Germain D J Co Inc
N/A—38-38-100%$3.6K———
HHM Wealth Advisors, LLC
N/A—3-3-100%$282———
Showing 587 of 587 institutions