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First Trust DJ Internet IND (FDN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares111,997 from 130,043
Change-18,046 (-14%)
Value$32.3M (-$2.1M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares88,881 from 109,056
Change-20,175 (-18%)
Value$25.6M (-$3.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares69,814 from 77,877
Change-8,063 (-10%)
Value$20.1M (-$478.0K)
Filed 2026-11-02
Tamar Securities, LLC
INCREASED
Shares65,348 from 59,144
Change+6,204 (+10%)
Value$18.8M (+$3.2M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares62,575 from 62,081
Change+494 (+1%)
Value$18.0M (+$1.6M)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
DECREASED
Shares42,664 from 43,410
Change-746 (-2%)
Value$12.3M (+$814.9K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares39,667 from 40,781
Change-1,114 (-3%)
Value$11.4M (+$646.4K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares37,740 from 37,578
Change+162 (+0%)
Value$10.9M (+$938.5K)
Filed 2026-11-04
Southland Equity Partners LLC
INCREASED
Shares31,668 from 31,421
Change+247 (+1%)
Value$9.1M (+$816.9K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares31,318 from 27,881
Change+3,437 (+12%)
Value$9.0M (+$1.7M)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
DECREASED
Shares30,138 from 30,334
Change-196 (-1%)
Value$8.7M (+$663.3K)
Filed 2026-10-21
Wealth Management Partners, LLC
DECREASED
Shares29,586 from 31,647
Change-2,061 (-7%)
Value$8.5M (+$156.5K)
Filed 2026-10-21
Pinnacle Associates LTD
DECREASED
Shares25,395 from 28,088
Change-2,693 (-10%)
Value$7.3M (-$110.3K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares22,942 from 24,216
Change-1,274 (-5%)
Value$6.6M (+$207.2K)
Filed 2026-11-02
Somerset Trust Co
DECREASED
Shares22,605 from 22,645
Change-40 (0%)
Value$6.5M (+$525.8K)
Filed 2026-10-13
NTV Asset Management LLC
DECREASED
Shares22,426 from 23,476
Change-1,050 (-4%)
Value$6.5M (+$254.2K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares20,177 from 10,526
Change+9,651 (+92%)
Value$5.8M (+$3.0M)
Filed 2026-10-16
Vaquero Private Wealth, LTD
DECREASED
Shares19,925 from 21,514
Change-1,589 (-7%)
Value$5.7M (+$52.2K)
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
DECREASED
Shares19,389 from 19,874
Change-485 (-2%)
Value$5.5M (+$193.5K)
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares19,009 from 12,063
Change+6,946 (+58%)
Value$5.5M (+$2.3M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares17,473 from 17,407
Change+66 (+0%)
Value$5.0M (+$432.1K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,410 from 8,565
Change+8,845 (+103%)
Value$5.1M (+$2.8M)
Filed 2026-10-13
Paragon Private Wealth Management, LLC
DECREASED
Shares17,147 from 17,414
Change-267 (-2%)
Value$4.9M (+$336.2K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares16,226 from 17,420
Change-1,194 (-7%)
Value$4.7M (+$69.0K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares15,820 from 15,655
Change+165 (+1%)
Value$4.2M (+$67.6K)
Filed 2026-11-04
Nearside Advisors, LLC
NEW
Shares15,224
Change+15,224
Value$4.4M
Filed 2026-10-20
SFI Advisors, LLC
DECREASED
Shares12,875 from 12,950
Change-75 (-1%)
Value$3.7M (+$285.7K)
Filed 2026-10-30
Toth Financial Advisory Corp
INCREASED
Shares12,729 from 12,171
Change+558 (+5%)
Value$3.7M (+$449.8K)
Filed 2026-10-08
Plus Group Wealth Advisors LLC
DECREASED
Shares12,611 from 22,379
Change-9,768 (-44%)
Value$3.6M (-$2.3M)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares10,308 from 10,877
Change-569 (-5%)
Value$3.0M (+$94.0K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
DECREASED
Shares10,232 from 10,705
Change-473 (-4%)
Value$3.0M (+$117.6K)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
UNCHANGED
Shares10,010 from 10,010
Change0 (0%)
Value$2.8M (+$232.6K)
Filed 2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares9,706 from 9,706
Change0 (0%)
Value$2.6M ($0)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares9,300 from 9,463
Change-163 (-2%)
Value$2.7M (+$177.3K)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
DECREASED
Shares9,256 from 9,301
Change-45 (0%)
Value$2.7M (+$167.4K)
Filed 2026-10-21
TradeWell Securities, Llc.
INCREASED
Shares9,092 from 8,739
Change+353 (+4%)
Value$2.6M (+$309.2K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares8,912 from 8,919
Change-7 (0%)
Value$2.6M (+$209.6K)
Filed 2026-10-23
Quantum Private Wealth, LLC
DECREASED
Shares8,843 from 9,229
Change-386 (-4%)
Value$2.6M (+$107.7K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares8,514 from 8,474
Change+40 (+0%)
Value$2.5M (+$214.1K)
Filed 2026-11-02
Juncture Wealth Strategies, LLC
DECREASED
Shares8,513 from 8,565
Change-52 (-1%)
Value$2.5M (+$188.2K)
Filed 2026-10-06
Fifth Third Bancorp
DECREASED
Shares8,348 from 8,391
Change-43 (-1%)
Value$2.4M (+$186.9K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares8,004 from 8,320
Change-316 (-4%)
Value$2.3M (+$106.3K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares7,888 from 8,180
Change-292 (-4%)
Value$2.3M (+$109.7K)
Filed 2026-11-05
Guerra PAN Advisors, LLC
DECREASED
Shares7,504 from 7,600
Change-96 (-1%)
Value$2.2M (+$146.1K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
DECREASED
Shares7,454 from 8,444
Change-990 (-12%)
Value$2.2M (-$85.2K)
Filed 2026-10-28
MTM Investment Management, LLC
DECREASED
Shares7,263 from 7,912
Change-649 (-8%)
Value$2.1M (+$547)
Filed 2026-10-30
Dumont & Blake Investment Advisors LLC
DECREASED
Shares7,099 from 7,109
Change-10 (0%)
Value$2.0M (+$165.8K)
Filed 2026-10-28
Northbridge Financial Group, LLC
DECREASED
Shares6,746 from 7,215
Change-469 (-6%)
Value$2.0M (+$92.3K)
Filed 2026-11-05
Sage Capital Management, LLC
DECREASED
Shares6,742 from 6,754
Change-12 (0%)
Value$1.9M (+$157.1K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares6,592 from 5,699
Change+893 (+16%)
Value$1.9M (+$392.8K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED
Shares6,575 from 6,843
Change-268 (-4%)
Value$1.9M (+$85.1K)
Filed 2026-10-16
Wagner Wealth Management, LLC
DECREASED
Shares6,466 from 7,622
Change-1,156 (-15%)
Value$1.9M (-$152.6K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
DECREASED
Shares5,556 from 8,108
Change-2,552 (-31%)
Value$1.6M (-$529.8K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED
Shares5,380 from 5,414
Change-34 (-1%)
Value$1.6M (+$121.6K)
Filed 2026-10-13
Defined Wealth Management, LLC
DECREASED
Shares5,268 from 5,303
Change-35 (-1%)
Value$1.5M (+$115.7K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,130 from 5,348
Change-218 (-4%)
Value$1.5M (+$64.0K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares5,070 from 44,672
Change-39,602 (-89%)
Value$1.5M (-$10.4M)
Filed 2026-11-04
SP Asset Management LLC
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$1.5M (+$120.1K)
Filed 2026-11-05
Iams Wealth Management, LLC
DECREASED
Shares5,050 from 6,053
Change-1,003 (-17%)
Value$1.5M (-$145.7K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares4,978 from 5,243
Change-265 (-5%)
Value$1.4M (+$48.0K)
Filed 2026-10-28
Antonelli Financial Advisors, LLC
DECREASED
Shares4,957 from 5,961
Change-1,004 (-17%)
Value$1.4M (-$148.0K)
Filed 2026-10-13
Meitav Investment House LTD
INCREASED
Shares4,928 from 4,138
Change+790 (+19%)
Value$1.4M (+$326.1K)
Filed 2026-10-28
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares4,758 from 4,758
Change0 (0%)
Value$1.4M (+$1.4M)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares4,697 from 4,852
Change-155 (-3%)
Value$1.4M (+$71.0K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares4,693 from 5,099
Change-406 (-8%)
Value$1.4M (+$34.6K)
Filed 2026-10-09
Apollon Wealth Management, LLC
DECREASED
Shares4,659 from 4,672
Change-13 (0%)
Value$1.3M (+$107.1K)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares4,453 from 4,464
Change-11 (0%)
Value$1.3M (+$100.3K)
Filed 2026-10-28
Destiny Wealth Partners, LLC
NEW
Shares4,373
Change+4,373
Value$1.2M
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,307 from 4,327
Change-20 (0%)
Value$1.2M (+$96.9K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares4,264 from 4,187
Change+77 (+2%)
Value$1.2M (+$111.2K)
Filed 2026-11-03
Elevation Capital Advisory, LLC
NEW
Shares4,168
Change+4,168
Value$1.2M
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
NEW
Shares4,163
Change+4,163
Value$1.2M
Filed 2026-10-07
Pacific Excel Wealth Advisors, Inc.
NEW
Shares4,137
Change+4,137
Value$1.2M
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares4,052 from 8,173
Change-4,121 (-50%)
Value$1.2M (-$994.8K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
DECREASED
Shares4,044 from 4,465
Change-421 (-9%)
Value$1.2M (-$15.5K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,871 from 4,175
Change-304 (-7%)
Value$1.1M (+$11.4K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
DECREASED
Shares3,832 from 4,051
Change-219 (-5%)
Value$1.1M (+$33.0K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares3,721 from 3,748
Change-27 (-1%)
Value$1.1M (+$81.2K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares3,705 from 4,122
Change-417 (-10%)
Value$1.1M (-$22.5K)
Filed 2026-10-22
HB Wealth Management, LLC
UNCHANGED
Shares3,653 from 3,653
Change0 (0%)
Value$1.1M (+$86.7K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares3,515 from 3,515
Change0 (0%)
Value$1.0M (+$83.4K)
Filed 2026-10-21
Alchemi Wealth, LLC
DECREASED
Shares3,477 from 3,484
Change-7 (0%)
Value$1.0M (+$80.7K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares3,397 from 3,299
Change+98 (+3%)
Value$979.9K (+$106.6K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares3,209 from 3,681
Change-472 (-13%)
Value$925.6K (-$48.8K)
Filed 2026-10-29
Bensler, LLC
INCREASED
Shares3,173 from 3,072
Change+101 (+3%)
Value$915.3K (+$102.2K)
Filed 2026-11-05
Miramontes Capital, LLC
DECREASED
Shares3,119 from 3,129
Change-10 (0%)
Value$899.7K (+$71.4K)
Filed 2026-10-19
Midwest Financial Network, LLC
DECREASED
Shares3,102 from 7,195
Change-4,093 (-57%)
Value$894.7K (-$1.0M)
Filed 2026-10-13
Capital Investment Counsel, LLC
UNCHANGED
Shares3,085 from 3,085
Change0 (0%)
Value$889.9K (+$73.2K)
Filed 2026-10-14
Equitable Trust Co
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$886.1K (+$72.9K)
Filed 2026-10-13
Jacobi Capital Management LLC
DECREASED
Shares3,030 from 3,140
Change-110 (-3%)
Value$874.0K (+$42.8K)
Filed 2026-11-05
Burke & Herbert Bank & Trust Co
NEW
Shares2,994
Change+2,994
Value$863.6K
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares2,943 from 3,079
Change-136 (-4%)
Value$848.9K (+$33.8K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares2,862 from 2,888
Change-26 (-1%)
Value$825.5K (+$61.0K)
Filed 2026-10-26
Brian LOW Financial Group, LLC
INCREASED
Shares2,855 from 2,793
Change+62 (+2%)
Value$823.5K (+$84.2K)
Filed 2026-10-28
Greenspring Advisors, LLC
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$797.6K (+$65.6K)
Filed 2026-11-05
QTR Family Wealth, LLC
DECREASED
Shares2,740 from 2,811
Change-71 (-3%)
Value$790.4K (+$46.2K)
Filed 2026-11-02
Ebert Capital Management Inc.
DECREASED
Shares2,721 from 2,798
Change-77 (-3%)
Value$784.9K (+$44.2K)
Filed 2026-10-08
Harmony Asset Management LLC
DECREASED
Shares2,701 from 2,756
Change-55 (-2%)
Value$779.1K (+$49.5K)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$771.9K (+$63.5K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares2,642 from 15
Change+2,627 (+17513%)
Value$762.1K (+$758.2K)
Filed 2026-11-04
HF Advisory Group, LLC
INCREASED
Shares2,615 from 2,550
Change+65 (+3%)
Value$754.2K (+$79.1K)
Filed 2026-10-09
Lyell Wealth Management, LP
DECREASED
Shares2,568 from 2,609
Change-41 (-2%)
Value$740.7K (+$50.1K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares2,417 from 2,385
Change+32 (+1%)
Value$699.3K (+$56.3K)
Filed 2026-11-02
First International Bank of Israel Ltd.
INCREASED
Shares2,384 from 2,286
Change+98 (+4%)
Value$687.7K (+$82.4K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,359 from 2,264
Change+95 (+4%)
Value$680.5K (+$81.1K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
DECREASED
Shares2,356 from 2,406
Change-50 (-2%)
Value$679.6K (+$42.7K)
Filed 2026-10-13
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$654.8K (+$53.9K)
Filed 2026-11-04
Rockline Wealth Management, LLC
UNCHANGED
Shares2,258 from 2,258
Change0 (0%)
Value$651.3K (+$53.6K)
Filed 2026-10-26
TopTier Wealth Management, LLC
DECREASED
Shares2,212 from 2,276
Change-64 (-3%)
Value$637.9K (+$35.4K)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares2,198 from 2,069
Change+129 (+6%)
Value$634.0K (+$86.3K)
Filed 2026-10-21
Berkshire Money Management, Inc.
NEW
Shares2,188
Change+2,188
Value$631.1K
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED
Shares2,138 from 2,206
Change-68 (-3%)
Value$616.7K (+$32.7K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
DECREASED
Shares2,110 from 2,181
Change-71 (-3%)
Value$608.6K (+$31.3K)
Filed 2026-10-16
Decker Wealth Management LLC
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$604.6K (+$49.7K)
Filed 2026-10-09
Novem Group
INCREASED
Shares2,088 from 2,006
Change+82 (+4%)
Value$602.3K (+$71.3K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares2,056 from 2,402
Change-346 (-14%)
Value$593.1K (-$42.8K)
Filed 2026-10-08
Mullooly Asset Management, Inc.
DECREASED
Shares2,050 from 2,225
Change-175 (-8%)
Value$591.3K (+$2.3K)
Filed 2026-10-30
Richmond Investment Services, LLC
DECREASED
Shares2,044 from 2,332
Change-288 (-12%)
Value$589.6K (-$27.7K)
Filed 2026-10-29
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,029 from 1,764
Change+265 (+15%)
Value$585.3K (+$118.3K)
Filed 2026-10-13
Shade Tree Advisors LLC
NEW
Shares2,000
Change+2,000
Value$576.9K
Filed 2026-10-22
Fusion Capital, LLC
DECREASED
Shares1,997 from 1,999
Change-2 (0%)
Value$576.0K (+$46.9K)
Filed 2026-10-28
Means Investment Co., Inc.
DECREASED
Shares1,979 from 2,028
Change-49 (-2%)
Value$570.8K (+$34.0K)
Filed 2026-11-03
Puff Wealth Management, LLC
DECREASED
Shares1,931 from 1,951
Change-20 (-1%)
Value$556.9K (+$40.5K)
Filed 2026-10-07
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares1,916 from 1,946
Change-30 (-2%)
Value$552.7K (+$37.5K)
Filed 2026-10-28
626 Financial, LLC
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$549.2K (+$45.2K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares1,871 from 1,399
Change+472 (+34%)
Value$539.7K (+$169.3K)
Filed 2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$538.5K (+$44.3K)
Filed 2026-10-21
Nilsine Partners, LLC
UNCHANGED
Shares1,837 from 1,837
Change0 (0%)
Value$529.9K (+$43.6K)
Filed 2026-11-02
Choreo, LLC
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$529.3K (+$43.5K)
Filed 2026-10-28
Woodward Diversified Capital, LLC
DECREASED
Shares1,827 from 1,837
Change-10 (-1%)
Value$527.0K (+$40.7K)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$520.7K (+$42.8K)
Filed 2026-11-03
Maltin Wealth Management, Inc.
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$514.9K (+$42.4K)
Filed 2026-10-13
Golden State Wealth Management, LLC
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$510.8K (+$42.0K)
Filed 2026-11-02
Sensible Money, LLC
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$509.1K (+$41.9K)
Filed 2026-10-20
Capital Wealth Alliance, LLC
DECREASED
Shares1,757 from 1,783
Change-26 (-1%)
Value$506.8K (+$34.8K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares1,746 from 1,839
Change-93 (-5%)
Value$504.0K (+$17.0K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares1,744 from 1,936
Change-192 (-10%)
Value$503.0K (-$9.4K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares1,732 from 1,795
Change-63 (-4%)
Value$499.6K (+$24.4K)
Filed 2026-10-16
Sherman Wealth Management LLC
DECREASED
Shares1,705 from 2,102
Change-397 (-19%)
Value$491.8K (-$64.6K)
Filed 2026-10-16
Asset Allocation Strategies LLC
NEW
Shares1,704
Change+1,704
Value$491.4K
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$491.5K (+$40.4K)
Filed 2026-10-14
Perigon Wealth Management, LLC
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$491.5K (+$40.4K)
Filed 2026-10-22
Oak Harvest Investment Services
NEW
Shares1,700
Change+1,700
Value$490.4K
Filed 2026-10-20
Ridgeline Wealth Planning, LLC
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$469.3K (+$38.6K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares1,611 from 2,240
Change-629 (-28%)
Value$464.3K (-$128.7K)
Filed 2026-10-30
Crown Wealth Group, LLC
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$463.0K (+$38.1K)
Filed 2026-10-19
Valley National Advisers Inc
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$451.7K (+$37.2K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares1,551 from 1,529
Change+22 (+1%)
Value$447.5K (+$42.8K)
Filed 2026-10-14
tru Independence LLC
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$445.9K (+$36.7K)
Filed 2026-10-20
Consolidated Capital Management, LLC
DECREASED
Shares1,543 from 1,576
Change-33 (-2%)
Value$445.1K (+$27.9K)
Filed 2026-10-13
Redstone Wealth Management, LLC
DECREASED
Shares1,523 from 1,562
Change-39 (-2%)
Value$439.3K (+$25.8K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
NEW
Shares1,501
Change+1,501
Value$433.0K
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares1,483 from 1,789
Change-306 (-17%)
Value$427.8K (-$45.8K)
Filed 2026-10-14
Saxon Interests, Inc.
NEW
Shares1,481
Change+1,481
Value$427.2K
Filed 2026-10-26
Global View Capital Management LLC
DECREASED
Shares1,478 from 2,165
Change-687 (-32%)
Value$426.3K (-$146.8K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares1,433 from 2,633
Change-1,200 (-46%)
Value$413.3K (-$283.7K)
Filed 2026-11-04
Ignite Planners, LLC
DECREASED
Shares1,430 from 1,466
Change-36 (-2%)
Value$412.5K (+$24.4K)
Filed 2026-10-14
Eagle Strategies LLC
DECREASED
Shares1,419 from 1,420
Change-1 (0%)
Value$409.3K (+$33.4K)
Filed 2026-10-16
Accurate Wealth Management, LLC
DECREASED
Shares1,416 from 1,516
Change-100 (-7%)
Value$424.0K (+$5.2K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares1,401 from 531
Change+870 (+164%)
Value$404.1K (+$263.6K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED
Shares1,398 from 1,408
Change-10 (-1%)
Value$403.3K (+$30.5K)
Filed 2026-10-16
Balance Wealth Partners LLC
DECREASED
Shares1,366 from 1,961
Change-595 (-30%)
Value$394.0K (-$125.2K)
Filed 2026-10-27
Diversified Enterprises, LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$393.2K (+$32.3K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$390.9K (+$32.2K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$388.5K (+$32.0K)
Filed 2026-10-15
Sather Financial Group Inc
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$386.5K (+$31.8K)
Filed 2026-10-30
First Heartland Consultants, Inc.
DECREASED
Shares1,319 from 1,371
Change-52 (-4%)
Value$380.5K (+$17.5K)
Filed 2026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,282 from 1,282
Change0 (0%)
Value$369.8K (+$30.4K)
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$358.3K (+$29.5K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$354.4K (+$29.2K)
Filed 2026-11-04
Gratus Wealth Advisors, LLC
DECREASED
Shares1,221 from 1,225
Change-4 (0%)
Value$352.2K (+$27.9K)
Filed 2026-10-26
Keystone Wealth Services, LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$349.2K (+$27.8K)
Filed 2026-11-03
High Net Worth Advisory Group LLC
DECREASED
Shares1,205 from 1,255
Change-50 (-4%)
Value$347.6K (+$15.4K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares1,188 from 1,247
Change-59 (-5%)
Value$342.7K (+$12.6K)
Filed 2026-11-05
Genesee Capital Advisors, LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$338.9K (+$27.9K)
Filed 2026-10-20
Annex Advisory Services, LLC
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$337.8K (+$27.8K)
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares1,168 from 121
Change+1,047 (+865%)
Value$336.9K (+$304.9K)
Filed 2026-10-29
Fortune Financial Group, Inc.
INCREASED
Shares1,159 from 1,144
Change+15 (+1%)
Value$334.3K (+$31.5K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares1,129 from 1,092
Change+37 (+3%)
Value$325.7K (+$36.6K)
Filed 2026-10-23
Procyon Advisors, LLC
INCREASED
Shares1,119 from 969
Change+150 (+15%)
Value$322.8K (+$66.3K)
Filed 2026-10-21
Atlas Private Wealth Advisors
DECREASED
Shares1,116 from 1,169
Change-53 (-5%)
Value$321.9K (+$12.5K)
Filed 2026-10-23
Csenge Advisory Group
INCREASED
Shares1,107 from 1,017
Change+90 (+9%)
Value$319.4K (+$50.1K)
Filed 2026-11-04
Formidable Asset Management, LLC
INCREASED
Shares1,105 from 912
Change+193 (+21%)
Value$292.5K (+$79.1K)
Filed 2026-11-03
ATX Financial Planning, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$315.9K (+$26.0K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$315.9K (+$26.0K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares1,077 from 1,022
Change+55 (+5%)
Value$318.3K (+$40.6K)
Filed 2026-10-08
Insight Advisors, LLC/ PA
DECREASED
Shares1,072 from 1,134
Change-62 (-5%)
Value$309.2K (+$9.0K)
Filed 2026-10-22
Cambridge Advisors Inc.
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$301.7K (+$24.8K)
Filed 2026-10-19
Griffith & Werner, Inc.
DECREASED
Shares1,043 from 1,062
Change-19 (-2%)
Value$300.9K (+$19.9K)
Filed 2026-11-04
Titleist Asset Management, LLC
DECREASED
Shares1,022 from 1,050
Change-28 (-3%)
Value$294.8K (+$16.8K)
Filed 2026-10-08
National Wealth Management Group, LLC
DECREASED
Shares1,012 from 1,248
Change-236 (-19%)
Value$291.9K (-$38.5K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares1,011 from 1,311
Change-300 (-23%)
Value$291.6K (-$55.4K)
Filed 2026-10-29
August Group Capital Ltd
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$288.5K (+$23.7K)
Filed 2026-10-14
Cynosure Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$288.5K (+$23.7K)
Filed 2026-11-03
Globalt Investments LLC / GA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$288.5K (+$23.7K)
Filed 2026-10-27
Grove Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$288.5K (+$23.7K)
Filed 2026-10-08
Howard Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$288.5K (+$23.7K)
Filed 2026-10-28
Smith Salley Wealth Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$288.5K (+$23.7K)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$287.6K (+$22.9K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
INCREASED
Shares996 from 949
Change+47 (+5%)
Value$287.3K (+$36.1K)
Filed 2026-10-14
Clarus Group, Inc.
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$283.0K (+$23.3K)
Filed 2026-10-21
IPG Investment Advisors LLC
INCREASED
Shares980 from 880
Change+100 (+11%)
Value$282.7K (+$49.7K)
Filed 2026-10-30
Reap Financial Group, LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$280.7K (+$23.1K)
Filed 2026-11-02
Regions Financial Corp
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$278.6K (+$22.9K)
Filed 2026-11-05
Modera Wealth Management, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$278.1K (+$22.9K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares934 from 1,115
Change-181 (-16%)
Value$269 (-$26)
Filed 2026-10-02
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$267.4K (+$22.0K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares913 from 1,049
Change-136 (-13%)
Value$263.4K (-$14.3K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares912 from 933
Change-21 (-2%)
Value$263.1K (+$16.1K)
Filed 2026-10-20
Forum Financial Management, LP
DECREASED
Shares905 from 906
Change-1 (0%)
Value$261.0K (+$21.2K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares902 from 7
Change+895 (+12786%)
Value$260.2K (+$258.3K)
Filed 2026-10-15
Childress Capital Advisors, LLC
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$255.9K (+$21.0K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares873 from 401
Change+472 (+118%)
Value$251.8K (+$145.7K)
Filed 2026-11-04
BIP Wealth, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$250.4K (+$20.6K)
Filed 2026-10-22
Catalyst Private Wealth, LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$247.5K (+$20.4K)
Filed 2026-10-13
Green Ridge Wealth Planning LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$247.5K (+$20.4K)
Filed 2026-10-08
Fiduciary Financial Group, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$236.5K (+$19.5K)
Filed 2026-10-13
Private Client Services, LLC
DECREASED
Shares813 from 891
Change-78 (-9%)
Value$234.5K (-$1.4K)
Filed 2026-10-02
AlphaCore Capital LLC
NEW
Shares807
Change+807
Value$232.8K
Filed 2026-11-04
Evolution Wealth Advisors, LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$232.8K (+$19.2K)
Filed 2026-11-03
Welch & Forbes LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$232.2K (+$19.1K)
Filed 2026-11-04
Capital Investment Counsel, Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$230.8K (+$19.0K)
Filed 2026-10-20
Patten & Patten Inc
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$229.9K (+$18.9K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$229.3K (+$18.9K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$224.6K (+$18.4K)
Filed 2026-11-02
Gamma Investing LLC
DECREASED
Shares778 from 863
Change-85 (-10%)
Value$224.4K (-$4.0K)
Filed 2026-10-08
Founders Financial Securities LLC
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$223.8K (+$18.4K)
Filed 2026-10-28
Avaii Wealth Management, LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$222.6K (+$20.6K)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$218.6K (+$18.0K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
DECREASED
Shares751 from 840
Change-89 (-11%)
Value$216.6K (-$5.7K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
NEW
Shares750
Change+750
Value$216.3K
Filed 2026-10-22
71 West Capital Partners
NEW
Shares749
Change+749
Value$216.0K
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$215.5K (+$17.7K)
Filed 2026-10-23
Cahaba Wealth Management, Inc.
NEW
Shares734
Change+734
Value$211.7K
Filed 2026-10-26
Clear Point Advisors Inc.
DECREASED
Shares710 from 770
Change-60 (-8%)
Value$204.8K (+$966)
Filed 2026-10-30
October Effect Ltd
NEW
Shares696
Change+696
Value$200.8K
Filed 2026-10-20
Avantax Planning Partners, Inc.
NEW
Shares696
Change+696
Value$200.8K
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares690 from 790
Change-100 (-13%)
Value$199.0K (-$10.1K)
Filed 2026-10-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$176.2K (+$14.5K)
Filed 2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares584 from 361
Change+223 (+62%)
Value$169.0K (+$71.6K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$152.6K (+$12.6K)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$143.4K (+$11.8K)
Filed 2026-10-27
Security National Bank
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$142.8K (+$11.7K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares445 from 237
Change+208 (+88%)
Value$128.4K (+$65.6K)
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$113.9K (+$9.4K)
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$111.9K (+$9.2K)
Filed 2026-10-16
Activest Wealth Management
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$102.7K (+$8.4K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares351 from 324
Change+27 (+8%)
Value$101.2K (+$15.5K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$99.5K (+$8.2K)
Filed 2026-10-08
Kroeger Financial Partners
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$96.1K (+$7.9K)
Filed 2026-10-19
RMG Wealth Management LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$92.2K (-$3.4K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$94.0K (+$6.4K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$86.0K (+$7.1K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$59.0K (-$15.0K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$80.2K (+$6.6K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$66.9K (+$5.5K)
Filed 2026-10-07
Capital Advisors, Ltd. LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$61.0K (+$60.9K)
Filed 2026-10-27
Albion Financial Group
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$59.4K (+$4.9K)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$57.7K (+$3.8K)
Filed 2026-10-29
West Branch Capital LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$56.0K (+$4.6K)
Filed 2026-10-20
GoalVest Advisory LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$56.0K (+$4.6K)
Filed 2026-10-02
Central Trust Co
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$54.2K (+$4.5K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares180
Change+180
Value$51.9K
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$51.9K (+$4.3K)
Filed 2026-10-21
Mosley Wealth Management
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$51.4K (+$5.1K)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares169
Change+169
Value$48.7K
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares168 from 150
Change+18 (+12%)
Value$48.5K (+$8.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED
Shares155 from 190
Change-35 (-18%)
Value$44.7K (-$5.6K)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$43.3K (+$3.6K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$39.2K (+$3.2K)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$37.2K (+$3.1K)
Filed 2026-10-21
Compass Wealth Management LLC
NEW
Shares127
Change+127
Value$36.6K
Filed 2026-10-22
Compass Financial Management LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$35.8K (+$2.0K)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$35.8K (+$2.9K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares122 from 166
Change-44 (-27%)
Value$35.2K (-$8.8K)
Filed 2026-11-04
Hyposwiss Advisors SA
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$34.6K (+$2.8K)
Filed 2026-10-26
Piscataqua Savings Bank
NEW
Shares113
Change+113
Value$32.6K
Filed 2026-10-21
Bullock Wealth Management Group
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$31.2K (+$2.1K)
Filed 2026-10-09
Chilton Capital Management LLC
NEW
Shares100
Change+100
Value$28.8K
Filed 2026-10-28
Y.D. More Investments Ltd
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$28.8K (+$2.4K)
Filed 2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$28.8K (+$2.4K)
Filed 2026-11-03
First Command Advisory Services, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$28.6K (+$2.4K)
Filed 2026-11-05
Aventus Investment Advisors, Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$27.1K (+$2.2K)
Filed 2026-10-09
Laurel Wealth Advisors LLC
NEW
Shares89
Change+89
Value$25.7K
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$23.7K (+$1.9K)
Filed 2026-11-04
Horizon Financial Services, LLC
DECREASED
Shares79 from 81
Change-2 (-2%)
Value$22.8K (+$1.3K)
Filed 2026-11-04
Asset Planning,Inc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$21.9K (+$1.8K)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$21.6K (+$1.8K)
Filed 2026-10-15
Networth Advisors, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$19.9K (+$1.6K)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$18.7K (+$1.5K)
Filed 2026-11-03
City State Bank
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$17.3K (+$1.4K)
Filed 2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$15.6K (+$1.3K)
Filed 2026-10-06
Global Trust Asset Management, LLC
DECREASED
Shares50 from 70
Change-20 (-29%)
Value$14.4K (-$4.1K)
Filed 2026-10-19
Arlington Trust Co LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14.4K (+$1.2K)
Filed 2026-10-20
Evermay Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14.4K (+$1.2K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14.4K (+$1.2K)
Filed 2026-10-01
Hughes Financial Services, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$13.2K (+$527)
Filed 2026-10-30
Kingdom Financial Group Llc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$13.6K (+$1.1K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares46 from 26
Change+20 (+77%)
Value$13.3K (+$6.4K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$13.3K (+$1.1K)
Filed 2026-10-16
Davis Capital Management
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$12.7K (+$1.0K)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$11.2K (+$925)
Filed 2026-10-22
Concord Wealth Partners
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$10.7K (+$878)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.5K (+$783)
Filed 2026-10-28
SBI Securities Co., Ltd.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.5K (+$783)
Filed 2026-10-22
Rachor Investment Advisory Services, LLC
NEW
Shares29
Change+29
Value$8.4K
Filed 2026-10-29
POM Investment Strategies, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$7.5K (+$617)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.2K (+$594)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares20 from 499
Change-479 (-96%)
Value$5.8K (-$126.3K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.6K (+$379)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares15 from 10
Change+5 (+50%)
Value$4.3K (+$1.7K)
Filed 2026-11-02
Independence Bank of Kentucky
NEW
Shares12
Change+12
Value$3.5K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares12
Change+12
Value$3.5K
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.6K (+$214)
Filed 2026-10-28
Gilpin Wealth Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.6K (+$214)
Filed 2026-10-09
Birch Financial Group, LLC
NEW
Shares7
Change+7
Value$2.0K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.0K (+$166)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.2K (+$95)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.2K (+$95)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$288 (+$23)
Filed 2026-10-28
Norden Group LLC
CLOSED
Shares0 from 25,185
Change-25,185 (-100%)
Value$0 (-$6.7M)
Filed 2026-10-20
HBW Advisory Services LLC
CLOSED
Shares0 from 2,807
Change-2,807 (-100%)
Value$0 (-$743.1K)
Filed 2026-10-15
Herbst Group, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$529.4K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,896
Change-1,896 (-100%)
Value$0 (-$501.9K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 1,547
Change-1,547 (-100%)
Value$0 (-$409.5K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 1,480
Change-1,480 (-100%)
Value$0 (-$391.8K)
Filed 2026-11-05
PCG Asset Management, LLC
CLOSED
Shares0 from 1,315
Change-1,315 (-100%)
Value$0 (-$348.1K)
Filed 2026-11-05
Integrated Advisors Network LLC
CLOSED
Shares0 from 1,119
Change-1,119 (-100%)
Value$0 (-$296.2K)
Filed 2026-10-20
Bison Wealth, LLC
CLOSED
Shares0 from 1,044
Change-1,044 (-100%)
Value$0 (-$282.4K)
Filed 2026-10-13
Davenport & Co LLC
CLOSED
Shares0 from 958
Change-958 (-100%)
Value$0 (-$253.6K)
Filed 2026-10-14
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 947
Change-947 (-100%)
Value$0 (-$250.7K)
Filed 2026-11-03
HUB Investment Partners, LLC
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-03
Able Financial Group, LLC
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$137.7K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$71.5K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$46.9K)
Filed 2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$32.0K)
Filed 2026-10-15
Park National Corp
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$31.8K)
Filed 2026-10-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$26.7K)
Filed 2026-10-13
Breakwater Investment Management
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$18.0K)
Filed 2026-10-20
Sunrise Financial Services, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-21
Blueline Advisors LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-28
IMG Wealth Management, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$265)
Filed 2026-10-27
Morgan Stanley
N/A
Shares— from 1,086,334
Change-1,086,334 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 705,057
Change-705,057 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 676,770
Change-676,770 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 656,654
Change-656,654 (-100%)
Value—
UBS Group AG
N/A
Shares— from 564,479
Change-564,479 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 393,245
Change-393,245 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 366,618
Change-366,618 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 147,526
Change-147,526 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 130,180
Change-130,180 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 121,670
Change-121,670 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 111,404
Change-111,404 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 99,174
Change-99,174 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 98,784
Change-98,784 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 87,418
Change-87,418 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 87,118
Change-87,118 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 81,775
Change-81,775 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 75,980
Change-75,980 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 74,915
Change-74,915 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 74,248
Change-74,248 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 65,747
Change-65,747 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 65,148
Change-65,148 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 62,711
Change-62,711 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 57,140
Change-57,140 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 54,809
Change-54,809 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 54,075
Change-54,075 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 50,232
Change-50,232 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 50,196
Change-50,196 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 48,667
Change-48,667 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 46,257
Change-46,257 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 43,325
Change-43,325 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 34,787
Change-34,787 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 30,345
Change-30,345 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 28,083
Change-28,083 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,719
Change-26,719 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,449
Change-26,449 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,293
Change-25,293 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,020
Change-25,020 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,654
Change-24,654 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 24,640
Change-24,640 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 24,265
Change-24,265 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 24,153
Change-24,153 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,585
Change-23,585 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,096
Change-22,096 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 20,276
Change-20,276 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,424
Change-18,424 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,364
Change-17,364 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,309
Change-17,309 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,949
Change-15,949 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 15,603
Change-15,603 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 15,320
Change-15,320 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 14,070
Change-14,070 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,728
Change-12,728 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,129
Change-12,129 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,007
Change-12,007 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,618
Change-11,618 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,423
Change-11,423 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,348
Change-10,348 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,877
Change-9,877 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,847
Change-9,847 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 9,847
Change-9,847 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,797
Change-9,797 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,811
Change-7,811 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,652
Change-7,652 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,026
Change-7,026 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 6,269
Change-6,269 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
&partners
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,562
Change-3,562 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 992
Change-992 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 911
Change-911 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 884
Change-884 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 836
Change-836 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
EWA, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 738
Change-738 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 733
Change-733 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 635
Change-635 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 615
Change-615 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 513
Change-513 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 459
Change-459 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 440
Change-440 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 428
Change-428 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 356
Change-356 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 350
Change-350 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 259
Change-259 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 204
Change-204 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 202
Change-202 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 189
Change-189 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 185
Change-185 (-100%)
Value—
Centennial Bank
N/A
Shares— from 180
Change-180 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 155
Change-155 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 149
Change-149 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 100
Change-100 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 85
Change-85 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 50
Change-50 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 36
Change-36 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 14
Change-14 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10
Change-10 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Truist Financial Corp
DECREASED111,997130,043-18,046-14%$34.4M$32.3M-$2.1M2026-10-30
Commonwealth Equity Services, LLC
DECREASED88,881109,056-20,175-18%$28.9M$25.6M-$3.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED69,81477,877-8,063-10%$20.6M$20.1M-$478.0K2026-11-02
Tamar Securities, LLC
INCREASED65,34859,144+6,204+10%$15.7M$18.8M+$3.2M2026-11-03
Assetmark, Inc
INCREASED62,57562,081+494+1%$16.4M$18.0M+$1.6M2026-10-21
Beaumont Financial Advisors, LLC
DECREASED42,66443,410-746-2%$11.5M$12.3M+$814.9K2026-10-22
Citizens Financial Group Inc
DECREASED39,66740,781-1,114-3%$10.8M$11.4M+$646.4K2026-10-23
Daymark Wealth Partners, LLC
INCREASED37,74037,578+162+0%$9.9M$10.9M+$938.5K2026-11-04
Southland Equity Partners LLC
INCREASED31,66831,421+247+1%$8.3M$9.1M+$816.9K2026-10-14
Kestra Advisory Services, LLC
INCREASED31,31827,881+3,437+12%$7.4M$9.0M+$1.7M2026-11-02
SeaCrest Wealth Management, LLC
DECREASED30,13830,334-196-1%$8.0M$8.7M+$663.3K2026-10-21
Wealth Management Partners, LLC
DECREASED29,58631,647-2,061-7%$8.4M$8.5M+$156.5K2026-10-21
Pinnacle Associates LTD
DECREASED25,39528,088-2,693-10%$7.4M$7.3M-$110.3K2026-10-20
Creative Planning
DECREASED22,94224,216-1,274-5%$6.4M$6.6M+$207.2K2026-11-02
Somerset Trust Co
DECREASED22,60522,645-400%$6.0M$6.5M+$525.8K2026-10-13
NTV Asset Management LLC
DECREASED22,42623,476-1,050-4%$6.2M$6.5M+$254.2K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED20,17710,526+9,651+92%$2.8M$5.8M+$3.0M2026-10-16
Vaquero Private Wealth, LTD
DECREASED19,92521,514-1,589-7%$5.7M$5.7M+$52.2K2026-10-27
MeadowBrook Investment Advisors LLC
DECREASED19,38919,874-485-2%$5.3M$5.5M+$193.5K2026-10-29
RFG Advisory, LLC
INCREASED19,00912,063+6,946+58%$3.2M$5.5M+$2.3M2026-11-03
Kestra Private Wealth Services, LLC
INCREASED17,47317,407+66+0%$4.6M$5.0M+$432.1K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED17,4108,565+8,845+103%$2.4M$5.1M+$2.8M2026-10-13
Paragon Private Wealth Management, LLC
DECREASED17,14717,414-267-2%$4.6M$4.9M+$336.2K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED16,22617,420-1,194-7%$4.6M$4.7M+$69.0K2026-10-23
Prospera Financial Services Inc
INCREASED15,82015,655+165+1%$4.1M$4.2M+$67.6K2026-11-04
Nearside Advisors, LLC
NEW15,224—+15,224——$4.4M—2026-10-20
SFI Advisors, LLC
DECREASED12,87512,950-75-1%$3.4M$3.7M+$285.7K2026-10-30
Toth Financial Advisory Corp
INCREASED12,72912,171+558+5%$3.2M$3.7M+$449.8K2026-10-08
Plus Group Wealth Advisors LLC
DECREASED12,61122,379-9,768-44%$5.9M$3.6M-$2.3M2026-10-19
IFP Advisors, Inc
DECREASED10,30810,877-569-5%$2.9M$3.0M+$94.0K2026-10-16
WealthBridge Capital Management, LLC
DECREASED10,23210,705-473-4%$2.8M$3.0M+$117.6K2026-10-16
Union Bancaire Privee, UBP SA
UNCHANGED10,01010,01000%$2.6M$2.8M+$232.6K2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED9,7069,70600%$2.6M$2.6M$02026-11-03
Sigma Planning Corp
DECREASED9,3009,463-163-2%$2.5M$2.7M+$177.3K2026-10-23
Kraft, Davis & Associates, LLC
DECREASED9,2569,301-450%$2.5M$2.7M+$167.4K2026-10-21
TradeWell Securities, Llc.
INCREASED9,0928,739+353+4%$2.3M$2.6M+$309.2K2026-10-21
Sowell Financial Services LLC
DECREASED8,9128,919-70%$2.4M$2.6M+$209.6K2026-10-23
Quantum Private Wealth, LLC
DECREASED8,8439,229-386-4%$2.4M$2.6M+$107.7K2026-10-20
Westside Investment Management, Inc.
INCREASED8,5148,474+40+0%$2.2M$2.5M+$214.1K2026-11-02
Juncture Wealth Strategies, LLC
DECREASED8,5138,565-52-1%$2.3M$2.5M+$188.2K2026-10-06
Fifth Third Bancorp
DECREASED8,3488,391-43-1%$2.2M$2.4M+$186.9K2026-11-05
Oppenheimer & Co Inc
DECREASED8,0048,320-316-4%$2.2M$2.3M+$106.3K2026-10-26
Bank of New York Mellon Corp
DECREASED7,8888,180-292-4%$2.2M$2.3M+$109.7K2026-11-05
Guerra PAN Advisors, LLC
DECREASED7,5047,600-96-1%$2.0M$2.2M+$146.1K2026-10-26
Clear Creek Financial Management, LLC
DECREASED7,4548,444-990-12%$2.2M$2.2M-$85.2K2026-10-28
MTM Investment Management, LLC
DECREASED7,2637,912-649-8%$2.1M$2.1M+$5472026-10-30
Dumont & Blake Investment Advisors LLC
DECREASED7,0997,109-100%$1.9M$2.0M+$165.8K2026-10-28
Northbridge Financial Group, LLC
DECREASED6,7467,215-469-6%$1.9M$2.0M+$92.3K2026-11-05
Sage Capital Management, LLC
DECREASED6,7426,754-120%$1.8M$1.9M+$157.1K2026-10-20
D.A. Davidson & Co.
INCREASED6,5925,699+893+16%$1.5M$1.9M+$392.8K2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED6,5756,843-268-4%$1.8M$1.9M+$85.1K2026-10-16
Wagner Wealth Management, LLC
DECREASED6,4667,622-1,156-15%$2.0M$1.9M-$152.6K2026-10-21
Chicago Partners Investment Group LLC
DECREASED5,5568,108-2,552-31%$2.1M$1.6M-$529.8K2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED5,3805,414-34-1%$1.4M$1.6M+$121.6K2026-10-13
Defined Wealth Management, LLC
DECREASED5,2685,303-35-1%$1.4M$1.5M+$115.7K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED5,1305,348-218-4%$1.4M$1.5M+$64.0K2026-10-13
Citigroup Inc
DECREASED5,07044,672-39,602-89%$11.8M$1.5M-$10.4M2026-11-04
SP Asset Management LLC
UNCHANGED5,0635,06300%$1.3M$1.5M+$120.1K2026-11-05
Iams Wealth Management, LLC
DECREASED5,0506,053-1,003-17%$1.6M$1.5M-$145.7K2026-10-15
MGO One Seven LLC
DECREASED4,9785,243-265-5%$1.4M$1.4M+$48.0K2026-10-28
Antonelli Financial Advisors, LLC
DECREASED4,9575,961-1,004-17%$1.6M$1.4M-$148.0K2026-10-13
Meitav Investment House LTD
INCREASED4,9284,138+790+19%$1.1M$1.4M+$326.1K2026-10-28
Ayalon Insurance Comp Ltd.
UNCHANGED4,7584,75800%$1.3K$1.4M+$1.4M2026-10-08
Park Avenue Securities LLC
DECREASED4,6974,852-155-3%$1.3M$1.4M+$71.0K2026-10-26
Sound Income Strategies, LLC
DECREASED4,6935,099-406-8%$1.3M$1.4M+$34.6K2026-10-09
Apollon Wealth Management, LLC
DECREASED4,6594,672-130%$1.2M$1.3M+$107.1K2026-10-23
Global Assets Advisory, LLC
DECREASED4,4534,464-110%$1.2M$1.3M+$100.3K2026-10-28
Destiny Wealth Partners, LLC
NEW4,373—+4,373——$1.2M—2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED4,3074,327-200%$1.1M$1.2M+$96.9K2026-11-03
StoneX Group Inc.
INCREASED4,2644,187+77+2%$1.1M$1.2M+$111.2K2026-11-03
Elevation Capital Advisory, LLC
NEW4,168—+4,168——$1.2M—2026-10-29
Wealth Enhancement Trust Services, Inc.
NEW4,163—+4,163——$1.2M—2026-10-07
Pacific Excel Wealth Advisors, Inc.
NEW4,137—+4,137——$1.2M—2026-10-27
Farther Finance Advisors, LLC
DECREASED4,0528,173-4,121-50%$2.2M$1.2M-$994.8K2026-10-08
Cornerstone Wealth Management, LLC
DECREASED4,0444,465-421-9%$1.2M$1.2M-$15.5K2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED3,8714,175-304-7%$1.1M$1.1M+$11.4K2026-10-23
Valeo Financial Advisors, LLC
DECREASED3,8324,051-219-5%$1.1M$1.1M+$33.0K2026-10-08
Dynamic Advisor Solutions LLC
DECREASED3,7213,748-27-1%$992.2K$1.1M+$81.2K2026-10-13
Brookstone Capital Management
DECREASED3,7054,122-417-10%$1.1M$1.1M-$22.5K2026-10-22
HB Wealth Management, LLC
UNCHANGED3,6533,65300%$967.0K$1.1M+$86.7K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED3,5153,51500%$930.5K$1.0M+$83.4K2026-10-21
Alchemi Wealth, LLC
DECREASED3,4773,484-70%$922.3K$1.0M+$80.7K2026-11-04
Independent Financial Group, LLC
INCREASED3,3973,299+98+3%$873.3K$979.9K+$106.6K2026-10-13
Integrity Alliance, Llc.
DECREASED3,2093,681-472-13%$974.4K$925.6K-$48.8K2026-10-29
Bensler, LLC
INCREASED3,1733,072+101+3%$813.1K$915.3K+$102.2K2026-11-05
Miramontes Capital, LLC
DECREASED3,1193,129-100%$828.3K$899.7K+$71.4K2026-10-19
Midwest Financial Network, LLC
DECREASED3,1027,195-4,093-57%$1.9M$894.7K-$1.0M2026-10-13
Capital Investment Counsel, LLC
UNCHANGED3,0853,08500%$816.7K$889.9K+$73.2K2026-10-14
Equitable Trust Co
UNCHANGED3,0723,07200%$813.2K$886.1K+$72.9K2026-10-13
Jacobi Capital Management LLC
DECREASED3,0303,140-110-3%$831.2K$874.0K+$42.8K2026-11-05
Burke & Herbert Bank & Trust Co
NEW2,994—+2,994——$863.6K—2026-11-02
Parallel Advisors, LLC
DECREASED2,9433,079-136-4%$815.1K$848.9K+$33.8K2026-11-03
Lanark Financial, Inc.
DECREASED2,8622,888-26-1%$764.5K$825.5K+$61.0K2026-10-26
Brian LOW Financial Group, LLC
INCREASED2,8552,793+62+2%$739.4K$823.5K+$84.2K2026-10-28
Greenspring Advisors, LLC
UNCHANGED2,7652,76500%$732.0K$797.6K+$65.6K2026-11-05
QTR Family Wealth, LLC
DECREASED2,7402,811-71-3%$744.1K$790.4K+$46.2K2026-11-02
Ebert Capital Management Inc.
DECREASED2,7212,798-77-3%$740.7K$784.9K+$44.2K2026-10-08
Harmony Asset Management LLC
DECREASED2,7012,756-55-2%$729.6K$779.1K+$49.5K2026-10-20
Lineweaver Wealth Advisors, LLC
UNCHANGED2,6762,67600%$708.4K$771.9K+$63.5K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED2,64215+2,627+17513%$4.0K$762.1K+$758.2K2026-11-04
HF Advisory Group, LLC
INCREASED2,6152,550+65+3%$675.0K$754.2K+$79.1K2026-10-09
Lyell Wealth Management, LP
DECREASED2,5682,609-41-2%$690.7K$740.7K+$50.1K2026-10-30
International Assets Investment Management, LLC
INCREASED2,4172,385+32+1%$643.0K$699.3K+$56.3K2026-11-02
First International Bank of Israel Ltd.
INCREASED2,3842,286+98+4%$605.3K$687.7K+$82.4K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED2,3592,264+95+4%$599.3K$680.5K+$81.1K2026-10-23
Harbor Investment Advisory, LLC
DECREASED2,3562,406-50-2%$636.9K$679.6K+$42.7K2026-10-13
Karnit Road Accident Victims Compensation Fund
UNCHANGED2,2702,27000%$600.9K$654.8K+$53.9K2026-11-04
Rockline Wealth Management, LLC
UNCHANGED2,2582,25800%$597.7K$651.3K+$53.6K2026-10-26
TopTier Wealth Management, LLC
DECREASED2,2122,276-64-3%$602.5K$637.9K+$35.4K2026-10-16
Fifth Third Securities, Inc.
INCREASED2,1982,069+129+6%$547.7K$634.0K+$86.3K2026-10-21
Berkshire Money Management, Inc.
NEW2,188—+2,188——$631.1K—2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED2,1382,206-68-3%$584.0K$616.7K+$32.7K2026-10-16
Quad-Cities Investment Group, LLC
DECREASED2,1102,181-71-3%$577.4K$608.6K+$31.3K2026-10-16
Decker Wealth Management LLC
UNCHANGED2,0962,09600%$554.9K$604.6K+$49.7K2026-10-09
Novem Group
INCREASED2,0882,006+82+4%$531.0K$602.3K+$71.3K2026-10-19
CoreCap Advisors, LLC
DECREASED2,0562,402-346-14%$635.9K$593.1K-$42.8K2026-10-08
Mullooly Asset Management, Inc.
DECREASED2,0502,225-175-8%$589.0K$591.3K+$2.3K2026-10-30
Richmond Investment Services, LLC
DECREASED2,0442,332-288-12%$617.3K$589.6K-$27.7K2026-10-29
Forvis Mazars Wealth Advisors, LLC
INCREASED2,0291,764+265+15%$467.0K$585.3K+$118.3K2026-10-13
Shade Tree Advisors LLC
NEW2,000—+2,000——$576.9K—2026-10-22
Fusion Capital, LLC
DECREASED1,9971,999-20%$529.2K$576.0K+$46.9K2026-10-28
Means Investment Co., Inc.
DECREASED1,9792,028-49-2%$536.8K$570.8K+$34.0K2026-11-03
Puff Wealth Management, LLC
DECREASED1,9311,951-20-1%$516.4K$556.9K+$40.5K2026-10-07
Morey & Quinn Wealth Partners, LLC
DECREASED1,9161,946-30-2%$515.1K$552.7K+$37.5K2026-10-28
626 Financial, LLC
UNCHANGED1,9041,90400%$504.0K$549.2K+$45.2K2026-11-04
US Bancorp \de\
INCREASED1,8711,399+472+34%$370.3K$539.7K+$169.3K2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED1,8671,86700%$494.2K$538.5K+$44.3K2026-10-21
Nilsine Partners, LLC
UNCHANGED1,8371,83700%$486.3K$529.9K+$43.6K2026-11-02
Choreo, LLC
UNCHANGED1,8351,83500%$485.8K$529.3K+$43.5K2026-10-28
Woodward Diversified Capital, LLC
DECREASED1,8271,837-10-1%$486.3K$527.0K+$40.7K2026-10-21
Asset Dedication, LLC
UNCHANGED1,8051,80500%$477.8K$520.7K+$42.8K2026-11-03
Maltin Wealth Management, Inc.
UNCHANGED1,7851,78500%$472.5K$514.9K+$42.4K2026-10-13
Golden State Wealth Management, LLC
UNCHANGED1,7711,77100%$468.8K$510.8K+$42.0K2026-11-02
Sensible Money, LLC
UNCHANGED1,7651,76500%$467.2K$509.1K+$41.9K2026-10-20
Capital Wealth Alliance, LLC
DECREASED1,7571,783-26-1%$472.0K$506.8K+$34.8K2026-10-20
Wedbush Securities Inc
DECREASED1,7461,839-93-5%$487.0K$504.0K+$17.0K2026-10-22
Spire Wealth Management
DECREASED1,7441,936-192-10%$512.5K$503.0K-$9.4K2026-10-30
PFG Advisors
DECREASED1,7321,795-63-4%$475.2K$499.6K+$24.4K2026-10-16
Sherman Wealth Management LLC
DECREASED1,7052,102-397-19%$556.4K$491.8K-$64.6K2026-10-16
Asset Allocation Strategies LLC
NEW1,704—+1,704——$491.4K—2026-10-20
Redhawk Wealth Advisors, Inc.
UNCHANGED1,7041,70400%$451.1K$491.5K+$40.4K2026-10-14
Perigon Wealth Management, LLC
UNCHANGED1,7041,70400%$451.1K$491.5K+$40.4K2026-10-22
Oak Harvest Investment Services
NEW1,700—+1,700——$490.4K—2026-10-20
Ridgeline Wealth Planning, LLC
UNCHANGED1,6271,62700%$430.7K$469.3K+$38.6K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED1,6112,240-629-28%$593.0K$464.3K-$128.7K2026-10-30
Crown Wealth Group, LLC
UNCHANGED1,6051,60500%$424.9K$463.0K+$38.1K2026-10-19
Valley National Advisers Inc
UNCHANGED1,5661,56600%$414.6K$451.7K+$37.2K2026-10-23
Triumph Capital Management
INCREASED1,5511,529+22+1%$404.8K$447.5K+$42.8K2026-10-14
tru Independence LLC
UNCHANGED1,5461,54600%$409.3K$445.9K+$36.7K2026-10-20
Consolidated Capital Management, LLC
DECREASED1,5431,576-33-2%$417.2K$445.1K+$27.9K2026-10-13
Redstone Wealth Management, LLC
DECREASED1,5231,562-39-2%$413.5K$439.3K+$25.8K2026-10-20
Y-Intercept (Hong Kong) Ltd
NEW1,501—+1,501——$433.0K—2026-10-16
Focus Financial Network, Inc.
DECREASED1,4831,789-306-17%$473.6K$427.8K-$45.8K2026-10-14
Saxon Interests, Inc.
NEW1,481—+1,481——$427.2K—2026-10-26
Global View Capital Management LLC
DECREASED1,4782,165-687-32%$573.1K$426.3K-$146.8K2026-10-28
Lido Advisors, LLC
DECREASED1,4332,633-1,200-46%$697.0K$413.3K-$283.7K2026-11-04
Ignite Planners, LLC
DECREASED1,4301,466-36-2%$388.1K$412.5K+$24.4K2026-10-14
Eagle Strategies LLC
DECREASED1,4191,420-10%$375.9K$409.3K+$33.4K2026-10-16
Accurate Wealth Management, LLC
DECREASED1,4161,516-100-7%$418.7K$424.0K+$5.2K2026-10-20
Mather Group, Llc.
INCREASED1,401531+870+164%$140.6K$404.1K+$263.6K2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED1,3981,408-10-1%$372.7K$403.3K+$30.5K2026-10-16
Balance Wealth Partners LLC
DECREASED1,3661,961-595-30%$519.2K$394.0K-$125.2K2026-10-27
Diversified Enterprises, LLC
UNCHANGED1,3631,36300%$360.8K$393.2K+$32.3K2026-10-19
Syntegra Private Wealth Group, LLC
UNCHANGED1,3551,35500%$358.7K$390.9K+$32.2K2026-10-13
Patriot Investment Management Group, Inc.
UNCHANGED1,3471,34700%$356.6K$388.5K+$32.0K2026-10-15
Sather Financial Group Inc
UNCHANGED1,3401,34000%$354.7K$386.5K+$31.8K2026-10-30
First Heartland Consultants, Inc.
DECREASED1,3191,371-52-4%$362.9K$380.5K+$17.5K2026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED1,2821,28200%$339.4K$369.8K+$30.4K2026-10-30
Archer Investment Corp
UNCHANGED1,2421,24200%$328.8K$358.3K+$29.5K2026-11-05
Clear Wave Wealth Management LLC
UNCHANGED1,2291,22900%$325.3K$354.4K+$29.2K2026-11-04
Gratus Wealth Advisors, LLC
DECREASED1,2211,225-40%$324.3K$352.2K+$27.9K2026-10-26
Keystone Wealth Services, LLC
UNCHANGED1,2141,21400%$321.4K$349.2K+$27.8K2026-11-03
High Net Worth Advisory Group LLC
DECREASED1,2051,255-50-4%$332.2K$347.6K+$15.4K2026-10-26
Meridian Wealth Management, LLC
DECREASED1,1881,247-59-5%$330.1K$342.7K+$12.6K2026-11-05
Genesee Capital Advisors, LLC
UNCHANGED1,1751,17500%$311.0K$338.9K+$27.9K2026-10-20
Annex Advisory Services, LLC
UNCHANGED1,1711,17100%$310.0K$337.8K+$27.8K2026-10-16
Signature Equity Partners, LLC
INCREASED1,168121+1,047+865%$32.0K$336.9K+$304.9K2026-10-29
Fortune Financial Group, Inc.
INCREASED1,1591,144+15+1%$302.8K$334.3K+$31.5K2026-10-22
Signaturefd, LLC
INCREASED1,1291,092+37+3%$289.1K$325.7K+$36.6K2026-10-23
Procyon Advisors, LLC
INCREASED1,119969+150+15%$256.5K$322.8K+$66.3K2026-10-21
Atlas Private Wealth Advisors
DECREASED1,1161,169-53-5%$309.4K$321.9K+$12.5K2026-10-23
Csenge Advisory Group
INCREASED1,1071,017+90+9%$269.3K$319.4K+$50.1K2026-11-04
Formidable Asset Management, LLC
INCREASED1,105912+193+21%$213.4K$292.5K+$79.1K2026-11-03
ATX Financial Planning, LLC
UNCHANGED1,0951,09500%$289.9K$315.9K+$26.0K2026-10-14
Joel Isaacson & Co., LLC
UNCHANGED1,0951,09500%$289.9K$315.9K+$26.0K2026-11-05
Apella Capital, LLC
INCREASED1,0771,022+55+5%$277.6K$318.3K+$40.6K2026-10-08
Insight Advisors, LLC/ PA
DECREASED1,0721,134-62-5%$300.2K$309.2K+$9.0K2026-10-22
Cambridge Advisors Inc.
UNCHANGED1,0461,04600%$276.9K$301.7K+$24.8K2026-10-19
Griffith & Werner, Inc.
DECREASED1,0431,062-19-2%$281.0K$300.9K+$19.9K2026-11-04
Titleist Asset Management, LLC
DECREASED1,0221,050-28-3%$278.0K$294.8K+$16.8K2026-10-08
National Wealth Management Group, LLC
DECREASED1,0121,248-236-19%$330.4K$291.9K-$38.5K2026-10-26
Koshinski Asset Management, Inc.
DECREASED1,0111,311-300-23%$347.0K$291.6K-$55.4K2026-10-29
August Group Capital Ltd
UNCHANGED1,0001,00000%$264.7K$288.5K+$23.7K2026-10-14
Cynosure Group, LLC
UNCHANGED1,0001,00000%$264.7K$288.5K+$23.7K2026-11-03
Globalt Investments LLC / GA
UNCHANGED1,0001,00000%$264.7K$288.5K+$23.7K2026-10-27
Grove Bank & Trust
UNCHANGED1,0001,00000%$264.7K$288.5K+$23.7K2026-10-08
Howard Wealth Management, LLC
UNCHANGED1,0001,00000%$264.7K$288.5K+$23.7K2026-10-28
Smith Salley Wealth Management
UNCHANGED1,0001,00000%$264.7K$288.5K+$23.7K2026-11-03
Manchester Capital Management LLC
UNCHANGED1,0001,00000%$264.7K$287.6K+$22.9K2026-10-22
Tempus Wealth Planning, LLC
INCREASED996949+47+5%$251.2K$287.3K+$36.1K2026-10-14
Clarus Group, Inc.
UNCHANGED98198100%$259.7K$283.0K+$23.3K2026-10-21
IPG Investment Advisors LLC
INCREASED980880+100+11%$233.0K$282.7K+$49.7K2026-10-30
Reap Financial Group, LLC
UNCHANGED97397300%$257.6K$280.7K+$23.1K2026-11-02
Regions Financial Corp
UNCHANGED96696600%$255.7K$278.6K+$22.9K2026-11-05
Modera Wealth Management, LLC
UNCHANGED96496400%$255.2K$278.1K+$22.9K2026-10-28
CX Institutional
DECREASED9341,115-181-16%$295$269-$262026-10-02
MinichMacGregor Wealth Management, LLC
UNCHANGED92792700%$245.4K$267.4K+$22.0K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9131,049-136-13%$277.7K$263.4K-$14.3K2026-10-14
Private Trust Co NA
DECREASED912933-21-2%$247.0K$263.1K+$16.1K2026-10-20
Forum Financial Management, LP
DECREASED905906-10%$239.8K$261.0K+$21.2K2026-10-16
Blue Trust, Inc.
INCREASED9027+895+12786%$1.9K$260.2K+$258.3K2026-10-15
Childress Capital Advisors, LLC
UNCHANGED88788700%$234.8K$255.9K+$21.0K2026-10-28
Creative Financial Designs Inc
INCREASED873401+472+118%$106.2K$251.8K+$145.7K2026-11-04
BIP Wealth, LLC
UNCHANGED86886800%$229.8K$250.4K+$20.6K2026-10-22
Catalyst Private Wealth, LLC
UNCHANGED85885800%$227.1K$247.5K+$20.4K2026-10-13
Green Ridge Wealth Planning LLC
UNCHANGED85885800%$227.1K$247.5K+$20.4K2026-10-08
Fiduciary Financial Group, LLC
UNCHANGED82082000%$217.1K$236.5K+$19.5K2026-10-13
Private Client Services, LLC
DECREASED813891-78-9%$235.9K$234.5K-$1.4K2026-10-02
AlphaCore Capital LLC
NEW807—+807——$232.8K—2026-11-04
Evolution Wealth Advisors, LLC
UNCHANGED80780700%$213.6K$232.8K+$19.2K2026-11-03
Welch & Forbes LLC
UNCHANGED80580500%$213.1K$232.2K+$19.1K2026-11-04
Capital Investment Counsel, Inc
UNCHANGED80080000%$211.8K$230.8K+$19.0K2026-10-20
Patten & Patten Inc
UNCHANGED79779700%$211.0K$229.9K+$18.9K2026-10-26
Summit Financial Strategies, Inc.
UNCHANGED79579500%$210.5K$229.3K+$18.9K2026-10-14
Walkner Condon Financial Advisors LLC
UNCHANGED77977900%$206.2K$224.6K+$18.4K2026-11-02
Gamma Investing LLC
DECREASED778863-85-10%$228.5K$224.4K-$4.0K2026-10-08
Founders Financial Securities LLC
UNCHANGED77677600%$205.4K$223.8K+$18.4K2026-10-28
Avaii Wealth Management, LLC
UNCHANGED76376300%$202.0K$222.6K+$20.6K2026-10-09
Parkway Wealth Management Group, LLC
UNCHANGED75875800%$200.7K$218.6K+$18.0K2026-10-20
Huntleigh Advisors, Inc.
DECREASED751840-89-11%$222.4K$216.6K-$5.7K2026-11-03
Fifth Third Wealth Advisors LLC
NEW750—+750——$216.3K—2026-10-22
71 West Capital Partners
NEW749—+749——$216.0K—2026-11-04
Financial Consulate, Inc
UNCHANGED74774700%$197.7K$215.5K+$17.7K2026-10-23
Cahaba Wealth Management, Inc.
NEW734—+734——$211.7K—2026-10-26
Clear Point Advisors Inc.
DECREASED710770-60-8%$203.8K$204.8K+$9662026-10-30
October Effect Ltd
NEW696—+696——$200.8K—2026-10-20
Avantax Planning Partners, Inc.
NEW696—+696——$200.8K—2026-11-03
Bank of New Hampshire
DECREASED690790-100-13%$209.1K$199.0K-$10.1K2026-10-06
Rosenberg Matthew Hamilton
UNCHANGED61161100%$161.7K$176.2K+$14.5K2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED584361+223+62%$97.3K$169.0K+$71.6K2026-11-04
Key Capital Management, Inc
UNCHANGED52952900%$140.0K$152.6K+$12.6K2026-11-03
Parkside Financial Bank & Trust
UNCHANGED49749700%$131.6K$143.4K+$11.8K2026-10-27
Security National Bank
UNCHANGED49549500%$131.0K$142.8K+$11.7K2026-10-26
Cullen T Bankers, Inc.
INCREASED445237+208+88%$62.7K$128.4K+$65.6K2026-10-28
Lodestone Wealth Management LLC
UNCHANGED39539500%$104.6K$113.9K+$9.4K2026-10-14
Trust Co of Toledo NA
UNCHANGED38838800%$102.7K$111.9K+$9.2K2026-10-16
Activest Wealth Management
UNCHANGED35635600%$94.2K$102.7K+$8.4K2026-10-15
Rossby Financial, LCC
INCREASED351324+27+8%$85.8K$101.2K+$15.5K2026-11-05
Atwood & Palmer Inc
UNCHANGED34534500%$91.3K$99.5K+$8.2K2026-10-08
Kroeger Financial Partners
UNCHANGED33333300%$88.2K$96.1K+$7.9K2026-10-19
RMG Wealth Management LLC
UNCHANGED32832800%$95.6K$92.2K-$3.4K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED32532500%$87.6K$94.0K+$6.4K2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED29829800%$78.9K$86.0K+$7.1K2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED28028000%$74.0K$59.0K-$15.0K2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED27827800%$73.6K$80.2K+$6.6K2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED23223200%$61.4K$66.9K+$5.5K2026-10-07
Capital Advisors, Ltd. LLC
UNCHANGED21121100%$56$61.0K+$60.9K2026-10-27
Albion Financial Group
UNCHANGED20620600%$54.5K$59.4K+$4.9K2026-10-21
Salomon & Ludwin, LLC
UNCHANGED20020000%$53.9K$57.7K+$3.8K2026-10-29
West Branch Capital LLC
UNCHANGED19419400%$51.4K$56.0K+$4.6K2026-10-20
GoalVest Advisory LLC
UNCHANGED19419400%$51.4K$56.0K+$4.6K2026-10-02
Central Trust Co
UNCHANGED18818800%$49.8K$54.2K+$4.5K2026-11-05
Next Level Wealth Planning, LLC
NEW180—+180——$51.9K—2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED18018000%$47.7K$51.9K+$4.3K2026-10-21
Mosley Wealth Management
UNCHANGED17517500%$46.3K$51.4K+$5.1K2026-10-16
Heritage Family Offices, LLP
NEW169—+169——$48.7K—2026-11-02
Cape Investment Advisory, Inc.
INCREASED168150+18+12%$39.7K$48.5K+$8.8K2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED155190-35-18%$50.3K$44.7K-$5.6K2026-10-27
Abound Wealth Management
UNCHANGED15015000%$39.7K$43.3K+$3.6K2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED13613600%$36.0K$39.2K+$3.2K2026-10-13
Trust Co of Vermont
UNCHANGED12912900%$34.1K$37.2K+$3.1K2026-10-21
Compass Wealth Management LLC
NEW127—+127——$36.6K—2026-10-22
Compass Financial Management LLC
UNCHANGED12412400%$33.8K$35.8K+$2.0K2026-10-30
Key FInancial Inc
UNCHANGED12412400%$32.8K$35.8K+$2.9K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED122166-44-27%$43.9K$35.2K-$8.8K2026-11-04
Hyposwiss Advisors SA
UNCHANGED12012000%$31.8K$34.6K+$2.8K2026-10-26
Piscataqua Savings Bank
NEW113—+113——$32.6K—2026-10-21
Bullock Wealth Management Group
UNCHANGED10810800%$29.1K$31.2K+$2.1K2026-10-09
Chilton Capital Management LLC
NEW100—+100——$28.8K—2026-10-28
Y.D. More Investments Ltd
UNCHANGED10010000%$26.5K$28.8K+$2.4K2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED10010000%$26.5K$28.8K+$2.4K2026-11-03
First Command Advisory Services, Inc.
UNCHANGED999900%$26.2K$28.6K+$2.4K2026-11-05
Aventus Investment Advisors, Inc.
UNCHANGED949400%$24.9K$27.1K+$2.2K2026-10-09
Laurel Wealth Advisors LLC
NEW89—+89——$25.7K—2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED828200%$21.7K$23.7K+$1.9K2026-11-04
Horizon Financial Services, LLC
DECREASED7981-2-2%$21.4K$22.8K+$1.3K2026-11-04
Asset Planning,Inc
UNCHANGED767600%$20.1K$21.9K+$1.8K2026-10-26
Wolff Wiese Magana LLC
UNCHANGED757500%$19.9K$21.6K+$1.8K2026-10-15
Networth Advisors, LLC
UNCHANGED696900%$18.3K$19.9K+$1.6K2026-11-03
Mcdonald Partners LLC
UNCHANGED656500%$17.2K$18.7K+$1.5K2026-11-03
City State Bank
UNCHANGED606000%$15.9K$17.3K+$1.4K2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED545400%$14.3K$15.6K+$1.3K2026-10-06
Global Trust Asset Management, LLC
DECREASED5070-20-29%$18.5K$14.4K-$4.1K2026-10-19
Arlington Trust Co LLC
UNCHANGED505000%$13.2K$14.4K+$1.2K2026-10-20
Evermay Wealth Management LLC
UNCHANGED505000%$13.2K$14.4K+$1.2K2026-11-05
Noble Wealth Management PBC
UNCHANGED505000%$13.2K$14.4K+$1.2K2026-10-01
Hughes Financial Services, LLC
UNCHANGED484800%$12.7K$13.2K+$5272026-10-30
Kingdom Financial Group Llc.
UNCHANGED474700%$12.4K$13.6K+$1.1K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED4626+20+77%$6.9K$13.3K+$6.4K2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED464600%$12.2K$13.3K+$1.1K2026-10-16
Davis Capital Management
UNCHANGED444400%$11.6K$12.7K+$1.0K2026-10-08
Barrett & Company, Inc.
UNCHANGED393900%$10.3K$11.2K+$9252026-10-22
Concord Wealth Partners
UNCHANGED373700%$9.8K$10.7K+$8782026-11-02
Buck Wealth Strategies, LLC
UNCHANGED333300%$8.7K$9.5K+$7832026-10-28
SBI Securities Co., Ltd.
UNCHANGED333300%$8.7K$9.5K+$7832026-10-22
Rachor Investment Advisory Services, LLC
NEW29—+29——$8.4K—2026-10-29
POM Investment Strategies, LLC
UNCHANGED262600%$6.9K$7.5K+$6172026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED252500%$6.6K$7.2K+$5942026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED20499-479-96%$132.1K$5.8K-$126.3K2026-10-14
Lloyd Advisory Services, Llc.
UNCHANGED161600%$4.2K$4.6K+$3792026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED1510+5+50%$2.6K$4.3K+$1.7K2026-11-02
Independence Bank of Kentucky
NEW12—+12——$3.5K—2026-10-26
Root Financial Partners, LLC
NEW12—+12——$3.5K—2026-10-21
Evolution Wealth Management Inc.
UNCHANGED9900%$2.4K$2.6K+$2142026-10-28
Gilpin Wealth Management, LLC
UNCHANGED9900%$2.4K$2.6K+$2142026-10-09
Birch Financial Group, LLC
NEW7—+7——$2.0K—2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED7700%$1.9K$2.0K+$1662026-10-16
PFS Partners, LLC
UNCHANGED4400%$1.1K$1.2K+$952026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4400%$1.1K$1.2K+$952026-10-27
Main Street Group, LTD
UNCHANGED1100%$265$288+$232026-10-28
Norden Group LLC
CLOSED025,185-25,185-100%$6.7M$0-$6.7M2026-10-20
HBW Advisory Services LLC
CLOSED02,807-2,807-100%$743.1K$0-$743.1K2026-10-15
Herbst Group, LLC
CLOSED02,000-2,000-100%$529.4K$0-$529.4K2026-10-20
Kestra Investment Management, LLC
CLOSED01,896-1,896-100%$501.9K$0-$501.9K2026-11-04
Elevation Point Wealth Partners, LLC
CLOSED01,547-1,547-100%$409.5K$0-$409.5K2026-11-05
J.W. Cole Advisors, Inc.
CLOSED01,480-1,480-100%$391.8K$0-$391.8K2026-11-05
PCG Asset Management, LLC
CLOSED01,315-1,315-100%$348.1K$0-$348.1K2026-11-05
Integrated Advisors Network LLC
CLOSED01,119-1,119-100%$296.2K$0-$296.2K2026-10-20
Bison Wealth, LLC
CLOSED01,044-1,044-100%$282.4K$0-$282.4K2026-10-13
Davenport & Co LLC
CLOSED0958-958-100%$253.6K$0-$253.6K2026-10-14
Uhlmann Price Securities, LLC
CLOSED0947-947-100%$250.7K$0-$250.7K2026-11-03
HUB Investment Partners, LLC
CLOSED0776-776-100%$205.4K$0-$205.4K2026-11-03
Able Financial Group, LLC
CLOSED0756-756-100%$200.1K$0-$200.1K2026-10-14
Tucker Asset Management LLC
CLOSED0520-520-100%$137.7K$0-$137.7K2026-10-29
Bullseye Investment Management, LLC
CLOSED0270-270-100%$71.5K$0-$71.5K2026-10-29
MCF Advisors LLC
CLOSED0177-177-100%$46.9K$0-$46.9K2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
CLOSED0167-167-100%$44.2K$0-$44.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED0121-121-100%$32.0K$0-$32.0K2026-10-15
Park National Corp
CLOSED0120-120-100%$31.8K$0-$31.8K2026-10-05
Gill Capital Partners, LLC
CLOSED0101-101-100%$26.7K$0-$26.7K2026-10-13
Breakwater Investment Management
CLOSED068-68-100%$18.0K$0-$18.0K2026-10-20
Sunrise Financial Services, LLC
CLOSED046-46-100%$12.2K$0-$12.2K2026-10-21
Blueline Advisors LLC
CLOSED034-34-100%$8.3K$0-$8.3K2026-10-15
Financial Network Wealth Advisors LLC
CLOSED06-6-100%$1.6K$0-$1.6K2026-10-28
IMG Wealth Management, Inc.
CLOSED01-1-100%$265$0-$2652026-10-27
Morgan Stanley
N/A—1,086,334-1,086,334-100%$287.6M———
LPL Financial LLC
N/A—705,057-705,057-100%$186.6M———
Wells Fargo & Company
N/A—676,770-676,770-100%$179.2M———
Bank of America Corp
N/A—656,654-656,654-100%$173.8M———
UBS Group AG
N/A—564,479-564,479-100%$149.4M———
Raymond James Financial Inc
N/A—393,245-393,245-100%$104.1M———
Royal Bank of Canada
N/A—366,618-366,618-100%$97.1M———
Envestnet Asset Management Inc
N/A—147,526-147,526-100%$39.1M———
Osaic Holdings, Inc.
N/A—130,180-130,180-100%$34.5M———
Ameriprise Financial Inc
N/A—121,670-121,670-100%$32.2M———
Stifel Financial Corp
N/A—111,404-111,404-100%$29.5M———
HighTower Advisors, LLC
N/A—99,174-99,174-100%$26.3M———
Fisher Asset Management, LLC
N/A—98,784-98,784-100%$26.2M———
Janney Montgomery Scott LLC
N/A—87,418-87,418-100%$23.1M———
Earned Wealth Advisors, LLC
N/A—87,118-87,118-100%$23.1M———
Cetera Investment Advisers
N/A—81,775-81,775-100%$21.6M———
Two Sigma Investments, LP
N/A—75,980-75,980-100%$20.1M———
WCG Wealth Advisors LLC
N/A—74,915-74,915-100%$19.8M———
Warner Group LLC
N/A—74,248-74,248-100%$19.7M———
Citadel Advisors LLC
N/A—65,747-65,747-100%$17.4M———
Goldman Sachs Group Inc
N/A—65,148-65,148-100%$17.2M———
Sequoia Financial Advisors, LLC
N/A—62,711-62,711-100%$16.6M———
Jump Financial, LLC
N/A—57,140-57,140-100%$15.1M———
Captrust Financial Advisors
N/A—54,809-54,809-100%$14.5M———
JPMorgan Chase & Co
N/A—54,075-54,075-100%$14.3M———
Susquehanna International Group, LLP
N/A—50,232-50,232-100%$13.3M———
Baird Financial Group, Inc.
N/A—50,196-50,196-100%$13.3M———
Jones Financial Companies Lllp
N/A—48,667-48,667-100%$12.6M———
Benjamin Edwards Inc
N/A—46,257-46,257-100%$12.2M———
Rockefeller Capital Management L.P.
N/A—43,325-43,325-100%$11.5M———
Strategic Wealth Partners, Ltd.
N/A—34,787-34,787-100%$9.2M———
Peapack Gladstone Financial Corp
N/A—30,345-30,345-100%$8.0M———
Pacific SUN Financial Corp
N/A—28,083-28,083-100%$7.4M———
Equitable Holdings, Inc.
N/A—26,719-26,719-100%$7.1M———
Steward Partners Investment Advisory, LLC
N/A—26,449-26,449-100%$7.0M———
Waverly Advisors, LLC
N/A—25,293-25,293-100%$6.7M———
MML Investors Services, LLC
N/A—25,020-25,020-100%$6.6M———
Private Advisor Group, LLC
N/A—24,654-24,654-100%$6.5M———
Proactive Wealth Strategies LLC
N/A—24,640-24,640-100%$6.5M———
Regal Investment Advisors LLC
N/A—24,265-24,265-100%$6.4M———
Money Concepts Capital Corp
N/A—24,153-24,153-100%$6.4M———
Arkadios Wealth Advisors
N/A—23,585-23,585-100%$6.2M———
World Investment Advisors
N/A—22,096-22,096-100%$5.2M———
First Trust Advisors LP
N/A—21,320-21,320-100%$5.6M———
GTS Securities LLC
N/A—20,276-20,276-100%$5.4M———
Stephens Inc
N/A—18,424-18,424-100%$4.9M———
Pathstone Holdings, LLC
N/A—17,364-17,364-100%$4.6M———
Beacon Pointe Advisors, LLC
N/A—17,309-17,309-100%$4.6M———
NewEdge Advisors, LLC
N/A—16,404-16,404-100%$4.3M———
Holistic Financial Partners
N/A—16,325-16,325-100%$4.3M———
Vestmark Advisory Solutions, Inc.
N/A—15,949-15,949-100%$4.2M———
Flow Traders U.S. LLC
N/A—15,603-15,603-100%$4.1M———
Plotkin Financial Advisors, LLC
N/A—15,320-15,320-100%$4.1M———
PNC Financial Services Group, Inc.
N/A—14,070-14,070-100%$3.7M———
EP Wealth Advisors, LLC
N/A—13,084-13,084-100%$3.5M———
FMR LLC
N/A—12,728-12,728-100%$3.4M———
Gateway Wealth Partners, LLC
N/A—12,679-12,679-100%$3.4M———
Modern Wealth Management, LLC
N/A—12,246-12,246-100%$3.2M———
Jane Street Group, LLC
N/A—12,129-12,129-100%$3.2M———
IFG Advisory, LLC
N/A—12,104-12,104-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—12,007-12,007-100%$3.2M———
Kingsview Wealth Management, LLC
N/A—11,618-11,618-100%$3.1M———
AE Wealth Management LLC
N/A—11,423-11,423-100%$3.0M———
Tower Research Capital LLC (TRC)
N/A—11,090-11,090-100%$2.9M———
Somerset Group LLC
N/A—11,040-11,040-100%$3.0M———
Novak & Powell Financial Services, Inc.
N/A—10,546-10,546-100%$2.8M———
Twin Peaks Wealth Advisors, LLC
N/A—10,463-10,463-100%$2.8M———
Cresset Asset Management, LLC
N/A—10,348-10,348-100%$2.7M———
Summit Financial, LLC
N/A—10,129-10,129-100%$2.7M———
Wealthfront Advisers LLC
N/A—9,877-9,877-100%$2.6M———
Mariner, LLC
N/A—9,847-9,847-100%$2.6M———
Concentrum Wealth Management
N/A—9,847-9,847-100%$2.6M———
Snowden Capital Advisors LLC
N/A—9,797-9,797-100%$2.6M———
IHT Wealth Management, LLC
N/A—9,215-9,215-100%$2.4M———
Mission Creek Capital Partners, Inc.
N/A—9,193-9,193-100%$2.4M———
WealthShield Partners, LLC
N/A—8,469-8,469-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—8,469-8,469-100%$2.2M———
Evelyn Partners Group Ltd
N/A—8,402-8,402-100%$947.3K———
Bawa N Mallick Trust
N/A—8,200-8,200-100%$2.2M———
Harbour Investments, Inc.
N/A—7,811-7,811-100%$2.1M———
Centaurus Financial, Inc.
N/A—7,722-7,722-100%$161.9K———
Geneos Wealth Management Inc.
N/A—7,652-7,652-100%$2.0M———
Mercer Global Advisors Inc
N/A—7,026-7,026-100%$1.9M———
1776 Wealth LLC
N/A—6,683-6,683-100%$1.8M———
Cerity Partners LLC
N/A—6,573-6,573-100%$1.7M———
Advisory Services Network, LLC
N/A—6,553-6,553-100%$1.7M———
Pine Valley Investments Ltd Liability Co
N/A—6,553-6,553-100%$1.7M———
Global Retirement Partners, LLC
N/A—6,486-6,486-100%$1.7M———
BlackRock, Inc.
N/A—6,366-6,366-100%$1.7M———
Mosaic Financial Group, LLC
N/A—6,343-6,343-100%$1.7M———
Resolute Wealth Strategies, LLC
N/A—6,269-6,269-100%$1.7M———
NI Acquisitions Company, LLC
N/A—6,206-6,206-100%$132.8K———
&partners
N/A—6,083-6,083-100%$1.6M———
Western Wealth Management, LLC
N/A—5,679-5,679-100%$1.5M———
HFG Advisors, Inc.
N/A—5,567-5,567-100%$1.5M———
Mutual Advisors, LLC
N/A—5,258-5,258-100%$1.4M———
Unconventional Investor, LLC
N/A—5,101-5,101-100%$1.4M———
Vanguard National Trust Co
N/A—5,001-5,001-100%$1.3M———
Quantinno Capital Management LP
N/A—4,922-4,922-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—4,834-4,834-100%$1.3M———
OneAscent Financial Services LLC
N/A—4,831-4,831-100%$1.3M———
Bank of Montreal
N/A—4,726-4,726-100%$1.3M———
PCG Wealth Advisors, LLC
N/A—4,677-4,677-100%$1.2M———
AQR Capital Management LLC
N/A—4,575-4,575-100%$1.2M———
Kovack Advisors, Inc.
N/A—4,207-4,207-100%$1.1M———
NewEdge Wealth, LLC
N/A—4,076-4,076-100%$1.1M———
Cahill Financial Advisors Inc
N/A—4,069-4,069-100%$1.1M———
Keebeck Wealth Management
N/A—4,059-4,059-100%$1.1M———
HighPoint Advisor Group LLC
N/A—3,896-3,896-100%$1.0M———
Sargent Investment Group, LLC
N/A—3,733-3,733-100%$988.2K———
Barclays PLC
N/A—3,700-3,700-100%$979.5K———
Great Valley Advisor Group, Inc.
N/A—3,643-3,643-100%$964.2K———
Perennial Investment Advisors, LLC
N/A—3,607-3,607-100%$954.8K———
Pinnacle Financial Partners, Inc.
N/A—3,562-3,562-100%$942.9K———
Gladstone Institutional Advisory LLC
N/A—3,320-3,320-100%$878.9K———
BNP Paribas Financial Markets
N/A—3,185-3,185-100%$843.1K———
UBS Asset Management Americas LLC
N/A—3,155-3,155-100%$835.2K———
Topsail Wealth Management, LLC
N/A—3,119-3,119-100%$825.7K———
Sequent Planning LLC
N/A—2,983-2,983-100%$789.7K———
Qube Research & Technologies Ltd
N/A—2,971-2,971-100%$786.5K———
LaSalle St. Investment Advisors, LLC
N/A—2,969-2,969-100%$785.9K———
Kesler, Norman & Wride, LLC
N/A—2,928-2,928-100%$775.1K———
Harvest Investment Services, LLC
N/A—2,917-2,917-100%$772.2K———
Insigneo Advisory Services, LLC
N/A—2,872-2,872-100%$760.3K———
HBK Sorce Advisory LLC
N/A—2,818-2,818-100%$809.8K———
United Capital Financial Advisors, LLC
N/A—2,711-2,711-100%$717.5K———
Silver OAK Securities, Incorporated
N/A—2,705-2,705-100%$716.1K———
Arax Advisory Partners
N/A—2,702-2,702-100%$715.3K———
Mmbg Investment Advisors Co.
N/A—2,691-2,691-100%$712.4K———
Atlantic Union Bankshares Corp
N/A—2,603-2,603-100%$689.1K———
Great Lakes Advisors, LLC
N/A—2,579-2,579-100%$682.7K———
Pinnacle Family Advisors, LLC
N/A—2,578-2,578-100%$682.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,448-2,448-100%$648.0K———
Savant Capital, LLC
N/A—2,448-2,448-100%$690.5K———
Smartleaf Asset Management LLC
N/A—2,348-2,348-100%$620.3K———
Commerce Bank
N/A—2,346-2,346-100%$621.0K———
Mission Hills Financial Advisory, LLC
N/A—2,331-2,331-100%$617.1K———
Iconiq Capital, LLC
N/A—2,329-2,329-100%$616.5K———
Choate Investment Advisors
N/A—2,190-2,190-100%$579.7K———
O'shaughnessy Asset Management, LLC
N/A—2,172-2,172-100%$575.0K———
MWA Asset Management
N/A—2,132-2,132-100%$564.4K———
CIBC World Market Inc.
N/A—2,025-2,025-100%$536.1K———
Blair William & Co
N/A—2,019-2,019-100%$534.5K———
Founders Financial Alliance, LLC
N/A—1,992-1,992-100%$527.3K———
Glassman Wealth Services
N/A—1,935-1,935-100%$512.2K———
Scotia Capital Inc.
N/A—1,903-1,903-100%$503.8K———
Wealthspire Advisors, LLC
N/A—1,815-1,815-100%$480.5K———
Stratos Wealth Advisors, LLC
N/A—1,780-1,780-100%$471.2K———
Level Four Advisory Services, LLC
N/A—1,734-1,734-100%$459.0K———
MAI Capital Management
N/A—1,696-1,696-100%$449.0K———
Ausdal Financial Partners, Inc.
N/A—1,674-1,674-100%$443.1K———
Madison Wealth Partners, Inc
N/A—1,668-1,668-100%$441.6K———
Rollins Financial Advisors, LLC
N/A—1,584-1,584-100%$419.3K———
Bank Hapoalim BM
N/A—1,545-1,545-100%$409.0K———
Garden State Investment Advisory Services LLC
N/A—1,544-1,544-100%$408.7K———
Vanguard Personalized Indexing Management, LLC
N/A—1,537-1,537-100%$406.9K———
Keystone Financial Group
N/A—1,516-1,516-100%$401.3K———
Belpointe Asset Management LLC
N/A—1,516-1,516-100%$401.3K———
Quantbot Technologies LP
N/A—1,507-1,507-100%$398.9K———
Moneta Group Investment Advisors LLC
N/A—1,488-1,488-100%$393.8K———
Dakota Wealth Management
N/A—1,474-1,474-100%$390.2K———
Envestnet Portfolio Solutions, Inc.
N/A—1,468-1,468-100%$388.6K———
Garrison Point Advisors, LLC
N/A—1,429-1,429-100%$378.3K———
Russell Investments Group, Ltd.
N/A—1,393-1,393-100%$368.8K———
FSB Premier Wealth Management, Inc.
N/A—1,388-1,388-100%$367.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,360-1,360-100%$360.0K———
Petix & Botte Co
N/A—1,318-1,318-100%$348.9K———
Aspen Capital Management, LLC
N/A—1,305-1,305-100%$345.5K———
NewSquare Capital LLC
N/A—1,302-1,302-100%$344.7K———
Nwam LLC
N/A—1,257-1,257-100%$332.7K———
Neuberger Berman Group LLC
N/A—1,249-1,249-100%$330.6K———
FAS Wealth Partners, Inc.
N/A—1,244-1,244-100%$329.3K———
Merit Financial Group, LLC
N/A—1,236-1,236-100%$327.2K———
HRT Financial LP
N/A—1,201-1,201-100%$317.0K———
BBR Partners, LLC
N/A—1,200-1,200-100%$317.7K———
IEQ Capital, LLC
N/A—1,194-1,194-100%$316.1K———
Brown Advisory Inc
N/A—1,167-1,167-100%$309.0K———
Beto Financial Group, LLC
N/A—1,163-1,163-100%$314.6K———
Everest Financial Group LLC
N/A—1,163-1,163-100%$307.9K———
Emissary Wealth LLC
N/A—1,147-1,147-100%$303.6K———
PFG Investments, LLC
N/A—1,140-1,140-100%$301.8K———
Bedel Financial Consulting, Inc.
N/A—1,125-1,125-100%$297.8K———
Principal Securities, Inc.
N/A—1,109-1,109-100%$293.6K———
RIK Saylor Financial, Inc.
N/A—1,107-1,107-100%$293.0K———
Monograph Wealth Advisors, LLC
N/A—1,100-1,100-100%$291.2K———
Fortis Capital Management LLC
N/A—1,097-1,097-100%$290.4K———
QRG Capital Management, Inc.
N/A—1,070-1,070-100%$283.3K———
CreativeOne Wealth, LLC
N/A—1,058-1,058-100%$280.1K———
Cozad Asset Management Inc
N/A—1,056-1,056-100%$279.5K———
Calton & Associates, Inc.
N/A—1,038-1,038-100%$274.8K———
Whittier Trust Co of Nevada Inc
N/A—1,018-1,018-100%$276.6K———
Two Sigma Securities, LLC
N/A—1,001-1,001-100%$265.0K———
Mathes Company, Inc.
N/A—1,000-1,000-100%$265.0K———
Peregrine Asset Advisers, Inc.
N/A—1,000-1,000-100%$264.7K———
GSA Capital Partners LLP
N/A—992-992-100%$263.0K———
Advisors Capital Management, LLC
N/A—991-991-100%$262.5K———
V2 Financial group LLC
N/A—950-950-100%$251.5K———
Pgim Custom Harvest LLC
N/A—929-929-100%$245.9K———
Austin Wealth Management, LLC
N/A—912-912-100%$246.0K———
Foster & Motley Inc
N/A—911-911-100%$241.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—884-884-100%$234.0K———
Brio Consultants, LLC
N/A—880-880-100%$233.0K———
Point72 Asset Management, L.P.
N/A—850-850-100%$225.0K———
Foundations Investment Advisors, LLC
N/A—848-848-100%$224.5K———
Seaview Investment Managers LLC
N/A—836-836-100%$221.3K———
Waterloo Capital, L.P.
N/A—836-836-100%$221.3K———
OneDigital Investment Advisors LLC
N/A—812-812-100%$215.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—805-805-100%$213.1K———
DV Trading LLC
N/A—800-800-100%$211.8K———
Elk River Wealth Management LLC
N/A—800-800-100%$211.8K———
EWA, LLC
N/A—784-784-100%$207.5K———
Millennium Management LLC
N/A—774-774-100%$204.9K———
Strategic Investment Advisors / MI
N/A—738-738-100%$195.4K———
Regatta Research & Money Management
N/A—733-733-100%$194.0K———
Darwin Wealth Management, LLC
N/A—649-649-100%$171.8K———
Basepoint Wealth LLC
N/A—649-649-100%$171.8K———
Banque Transatlantique SA
N/A—635-635-100%$168.1K———
Fourth Dimension Wealth, LLC
N/A—622-622-100%$164.7K———
Federation des caisses Desjardins du Quebec
N/A—615-615-100%$162.5K———
Aptus Capital Advisors, LLC
N/A—615-615-100%$162.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—541-541-100%$143.2K———
Fiduciary Financial Advisors
N/A—513-513-100%$135.8K———
Mpwm Advisory Solutions, LLC
N/A—505-505-100%$133.7K———
BFC Planning, Inc.
N/A—459-459-100%$121.5K———
SHP Wealth Management
N/A—440-440-100%$116.5K———
Franklin Resources Inc
N/A—428-428-100%$113.3K———
Abound Financial, LLC
N/A—410-410-100%$108.5K———
Allied Private Wealth LLC
N/A—389-389-100%$105.4K———
Continuum Advisory, LLC
N/A—365-365-100%$96.6K———
Crews Bank & Trust
N/A—356-356-100%$94.2K———
Whittier Trust Co
N/A—350-350-100%$94.7K———
Hantz Financial Services, Inc.
N/A—305-305-100%$81.0K———
FWL Investment Management, LLC
N/A—281-281-100%$74.4K———
Synergy Investment Management, LLC
N/A—273-273-100%$72.3K———
HM Payson & Co
N/A—259-259-100%$68.6K———
JPL Wealth Management, LLC
N/A—250-250-100%$66.2K———
Institute for Wealth Management, Llc.
N/A—244-244-100%$64.6K———
HHM Wealth Advisors, LLC
N/A—234-234-100%$61.9K———
Clearstead Advisors, LLC
N/A—225-225-100%$59.6K———
Westfuller Advisors, LLC
N/A—215-215-100%$56.9K———
Copia Wealth Management
N/A—204-204-100%$54.0K———
Peterson Wealth Management
N/A—202-202-100%$53.5K———
Bartlett & Co. Wealth Management LLC
N/A—200-200-100%$52.9K———
Ameriflex Group, Inc.
N/A—194-194-100%$51.4K———
Victory Capital Management Inc
N/A—189-189-100%$50.0K———
Heritage Wealth Advisors
N/A—185-185-100%$49.0K———
Centennial Bank
N/A—180-180-100%$47.7K———
Edmond de Rothschild Holding S.A.
N/A—180-180-100%$47.7K———
Colonial Trust Advisors
N/A—155-155-100%$41.0K———
Glen Eagle Advisors, LLC
N/A—154-154-100%$40.8K———
Morse Asset Management, Inc
N/A—149-149-100%$39.4K———
Top Private Wealth Llc.
N/A—138-138-100%$36.5K———
Godfrey Financial Associates, Inc.
N/A—125-125-100%$33.1K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$26.5K———
C M Bidwell & Associates LTD
N/A—100-100-100%$26.5K———
LRI Investments, LLC
N/A—100-100-100%$26.5K———
Osbon Capital Management LLC
N/A—92-92-100%$24.4K———
Price T Rowe Associates Inc
N/A—85-85-100%$23———
BOK Financial Private Wealth, Inc.
N/A—75-75-100%$19.9K———
Park Square Financial Group, LLC
N/A—74-74-100%$19.6K———
N.E.W. Advisory Services LLC
N/A—63-63-100%$16.7K———
Caldwell Sutter Capital, Inc.
N/A—60-60-100%$15.9K———
Napier Financial, LLC
N/A—51-51-100%$13.5K———
Park Place Capital Corp
N/A—50-50-100%$13.2K———
Tidemark, LLC
N/A—48-48-100%$12.7K———
Toronto Dominion Bank
N/A—36-36-100%$9.5K———
Keating Financial Advisory Services, Inc.
N/A—33-33-100%$8.7K———
Bogart Wealth, LLC
N/A—19-19-100%$5.0K———
Huntington National Bank
N/A—14-14-100%$3.7K———
Ancora Advisors LLCA
N/A—10-10-100%$2.6K———
Delos Wealth Advisors, LLC
N/A—10-10-100%$2.6K———
Rothschild Investment LLC
N/A—2-2-100%$529———
Strive Financial Group,LLC
N/A—2-2-100%$529———
Luminist Capital LLC
N/A—1-1-100%$265———
GW&K Investment Management, LLC
N/A—00—$0———
Showing 620 of 620 institutions