IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust Value Line DVD (FVD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares1,763,508 from 1,883,025
Change-119,517 (-6%)
Value$82.7M (-$8.0M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares1,240,766 from 1,278,255
Change-37,489 (-3%)
Value$58.2M (-$3.4M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,148,323 from 1,161,237
Change-12,914 (-1%)
Value$53.9M (-$2.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares889,193 from 842,919
Change+46,274 (+5%)
Value$41.7M (+$1.1M)
Filed 2026-11-02
New England Private Wealth Advisors LLC
DECREASED
Shares759,035 from 761,405
Change-2,370 (0%)
Value$35.6M (-$2.4M)
Filed 2026-10-19
D.A. Davidson & Co.
DECREASED
Shares496,696 from 500,831
Change-4,135 (-1%)
Value$23.3M (-$830.1K)
Filed 2026-10-28
Park National Corp
DECREASED
Shares496,226 from 507,145
Change-10,919 (-2%)
Value$23.3M (-$1.2M)
Filed 2026-10-05
Prospera Financial Services Inc
DECREASED
Shares485,260 from 597,550
Change-112,290 (-19%)
Value$24.6M (-$4.2M)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares452,756 from 455,784
Change-3,028 (-1%)
Value$21.2M (-$720.9K)
Filed 2026-11-04
Beacon Financial Group
INCREASED
Shares432,014 from 420,701
Change+11,313 (+3%)
Value$20.3M (-$3.6K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares404,038 from 367,222
Change+36,816 (+10%)
Value$19.0M (+$1.3M)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares368,319 from 371,348
Change-3,029 (-1%)
Value$17.3M (-$613.7K)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares334,237 from 361,076
Change-26,839 (-7%)
Value$15.7M (-$1.7M)
Filed 2026-11-02
Hobart Private Capital, LLC
INCREASED
Shares285,564 from 278,240
Change+7,324 (+3%)
Value$13.4M (-$9.8K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares273,253 from 179,818
Change+93,435 (+52%)
Value$13.0M (+$4.2M)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares272,211 from 268,513
Change+3,698 (+1%)
Value$12.8M (-$170.5K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares223,228 from 245,016
Change-21,788 (-9%)
Value$10.5M (-$1.3M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares208,508 from 205,971
Change+2,537 (+1%)
Value$9.8M (-$142.6K)
Filed 2026-11-06
Center for Wealth Management Advisory
INCREASED
Shares195,540 from 183,653
Change+11,887 (+6%)
Value$9.2M (+$324.4K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares194,818 from 186,164
Change+8,654 (+5%)
Value$9.1M (+$169.5K)
Filed 2026-10-21
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares181,077 from 173,960
Change+7,117 (+4%)
Value$8.5M (+$112.9K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares172,961 from 178,257
Change-5,296 (-3%)
Value$8.1M (-$474.8K)
Filed 2026-10-16
BlueChip Wealth Advisors LLC
DECREASED
Shares168,279 from 169,228
Change-949 (-1%)
Value$7.9M (-$259.4K)
Filed 2026-11-03
Beacon Financial Advisory LLC
DECREASED
Shares167,938 from 201,229
Change-33,291 (-17%)
Value$7.9M (-$1.8M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares165,913 from 136,225
Change+29,688 (+22%)
Value$7.8M (+$1.2M)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares161,247 from 158,257
Change+2,990 (+2%)
Value$7.6M (-$60.7K)
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares159,236 from 171,634
Change-12,398 (-7%)
Value$7.5M (-$799.6K)
Filed 2026-10-27
Crumly & Associates Inc.
UNCHANGED
Shares157,145 from 157,145
Change0 (0%)
Value$7.4M (-$199.6K)
Filed 2026-10-07
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares146,161 from 145,624
Change+537 (+0%)
Value$6.9M (-$159.8K)
Filed 2026-10-29
Barrett & Company, Inc.
DECREASED
Shares145,918 from 146,592
Change-674 (0%)
Value$6.8M (-$217.8K)
Filed 2026-10-22
Plus Group Wealth Advisors LLC
DECREASED
Shares144,250 from 173,524
Change-29,274 (-17%)
Value$6.8M (-$1.6M)
Filed 2026-10-19
Towerpoint Wealth, LLC
DECREASED
Shares141,366 from 147,084
Change-5,718 (-4%)
Value$6.6M (-$455.0K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares129,396 from 133,757
Change-4,361 (-3%)
Value$6.1M (-$374.4K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
INCREASED
Shares122,278 from 118,118
Change+4,160 (+4%)
Value$5.7M (+$45.1K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares121,223 from 43,917
Change+77,306 (+176%)
Value$5.7M (+$3.6M)
Filed 2026-11-04
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares113,815 from 114,938
Change-1,123 (-1%)
Value$5.3M (-$198.7K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares112,120 from 112,331
Change-211 (0%)
Value$5.3M (-$152.6K)
Filed 2026-10-21
WealthCare Investment Partners, LLC
DECREASED
Shares103,116 from 319,921
Change-216,805 (-68%)
Value$4.8M (-$10.6M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares89,983 from 95,488
Change-5,505 (-6%)
Value$4.2M (-$379.5K)
Filed 2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares89,575 from 107,361
Change-17,786 (-17%)
Value$4.2M (-$970.7K)
Filed 2026-10-22
Southland Equity Partners LLC
DECREASED
Shares89,349 from 89,772
Change-423 (0%)
Value$4.2M (-$133.9K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares88,761 from 106,906
Change-18,145 (-17%)
Value$4.2M (-$987.0K)
Filed 2026-10-23
Flagstar Securities, Inc
DECREASED
Shares87,704 from 89,855
Change-2,151 (-2%)
Value$4.1M (-$215.1K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares86,572 from 86,242
Change+330 (+0%)
Value$4.3M (+$87.3K)
Filed 2026-10-27
International Assets Investment Management, LLC
DECREASED
Shares83,389 from 88,282
Change-4,893 (-6%)
Value$3.9M (-$362.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares82,717 from 83,362
Change-645 (-1%)
Value$3.9M (-$136.1K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
DECREASED
Shares82,549 from 82,720
Change-171 (0%)
Value$4.0M (-$7.5K)
Filed 2026-10-21
Stablepoint Partners, LLC
DECREASED
Shares81,597 from 87,305
Change-5,708 (-7%)
Value$3.8M (-$378.6K)
Filed 2026-11-03
Asset Allocation Strategies LLC
DECREASED
Shares80,893 from 84,343
Change-3,450 (-4%)
Value$3.8M (-$269.0K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares80,039 from 95,609
Change-15,570 (-16%)
Value$3.8M (-$851.8K)
Filed 2026-11-05
Nearside Advisors, LLC
NEW
Shares79,959
Change+79,959
Value$3.8M
Filed 2026-10-20
Family Capital Management, Inc.
DECREASED
Shares79,337 from 83,760
Change-4,423 (-5%)
Value$3.7M (-$313.8K)
Filed 2026-11-03
Treasure Coast Financial Planning
DECREASED
Shares79,155 from 79,802
Change-647 (-1%)
Value$3.7M (-$131.7K)
Filed 2026-11-03
Goldstein Advisors, LLC
DECREASED
Shares78,989 from 80,890
Change-1,901 (-2%)
Value$3.7M (-$191.9K)
Filed 2026-10-15
Kaydan Wealth Management, Inc.
DECREASED
Shares78,551 from 86,897
Change-8,346 (-10%)
Value$3.7M (-$501.9K)
Filed 2026-10-08
RFG Advisory, LLC
DECREASED
Shares77,491 from 130,659
Change-53,168 (-41%)
Value$3.6M (-$2.7M)
Filed 2026-11-03
Cottonwood Capital Advisors, LLC
INCREASED
Shares75,451 from 75,439
Change+12 (+0%)
Value$3.5M (-$95.2K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares73,281 from 74,215
Change-934 (-1%)
Value$3.4M (-$138.1K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares71,991 from 71,225
Change+766 (+1%)
Value$3.4M (-$54.5K)
Filed 2026-10-13
Wagner Wealth Management, LLC
DECREASED
Shares71,915 from 107,545
Change-35,630 (-33%)
Value$3.4M (-$1.8M)
Filed 2026-10-21
Kraematon Investment Advisors, Inc
DECREASED
Shares71,231 from 73,274
Change-2,043 (-3%)
Value$3.3M (-$188.9K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares70,604 from 70,316
Change+288 (+0%)
Value$3.3M (-$75.8K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares70,360 from 72,332
Change-1,972 (-3%)
Value$3.3M (-$184.4K)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares68,826 from 69,542
Change-716 (-1%)
Value$3.2M (-$121.9K)
Filed 2026-10-28
Retirement Guys Formula LLC
DECREASED
Shares68,081 from 69,379
Change-1,298 (-2%)
Value$3.2M (-$149.0K)
Filed 2026-10-26
Worthington Financial Partners, LLC
INCREASED
Shares67,451 from 67,315
Change+136 (+0%)
Value$3.2M (-$79.1K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares66,405 from 75,933
Change-9,528 (-13%)
Value$3.1M (-$543.4K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED
Shares66,312 from 66,737
Change-425 (-1%)
Value$3.1M (-$104.7K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares65,653 from 71,345
Change-5,692 (-8%)
Value$3.1M (-$357.6K)
Filed 2026-10-23
KPP Advisory Services LLC
DECREASED
Shares64,236 from 76,225
Change-11,989 (-16%)
Value$3.0M (-$659.2K)
Filed 2026-10-26
Level Four Advisory Services, LLC
INCREASED
Shares63,552 from 63,204
Change+348 (+1%)
Value$3.0M (-$63.9K)
Filed 2026-11-06
Elevated Capital Advisors, LLC
DECREASED
Shares61,677 from 63,732
Change-2,055 (-3%)
Value$2.9M (-$177.4K)
Filed 2026-11-04
Westside Investment Management, Inc.
INCREASED
Shares59,584 from 49,125
Change+10,459 (+21%)
Value$2.8M (+$429.6K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares59,360 from 51,496
Change+7,864 (+15%)
Value$2.8M (+$304.0K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares58,138 from 60,333
Change-2,195 (-4%)
Value$2.7M (-$180.0K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
DECREASED
Shares55,656 from 60,444
Change-4,788 (-8%)
Value$2.6M (-$301.4K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED
Shares54,180 from 49,763
Change+4,417 (+9%)
Value$2.5M (+$144.0K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares53,451 from 54,604
Change-1,153 (-2%)
Value$2.5M (-$123.5K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares51,857 from 47,210
Change+4,647 (+10%)
Value$2.4M (+$158.0K)
Filed 2026-10-26
CLG LLC
DECREASED
Shares47,725 from 48,826
Change-1,101 (-2%)
Value$2.2M (-$113.6K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
DECREASED
Shares45,532 from 70,427
Change-24,895 (-35%)
Value$2.1M (-$1.3M)
Filed 2026-10-19
Finward Bancorp
DECREASED
Shares44,443 from 44,553
Change-110 (0%)
Value$2.1M (-$61.7K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares43,482 from 39,396
Change+4,086 (+10%)
Value$2.0M (+$141.6K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
DECREASED
Shares42,616 from 49,778
Change-7,162 (-14%)
Value$2.0M (-$399.2K)
Filed 2026-10-13
Iams Wealth Management, LLC
DECREASED
Shares42,559 from 59,066
Change-16,507 (-28%)
Value$2.0M (-$849.4K)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares39,636 from 40,142
Change-506 (-1%)
Value$1.9M (-$74.7K)
Filed 2026-11-06
Accel Wealth Management
DECREASED
Shares39,422 from 39,960
Change-538 (-1%)
Value$1.8M (-$76.0K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
INCREASED
Shares38,808 from 38,802
Change+6 (+0%)
Value$1.8M (-$49.0K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares38,518 from 38,273
Change+245 (+1%)
Value$1.8M (-$46.7K)
Filed 2026-10-13
True Blue Financial, LLC
DECREASED
Shares38,249 from 40,477
Change-2,228 (-5%)
Value$1.8M (-$155.9K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares38,073 from 37,382
Change+691 (+2%)
Value$1.8M (-$15.1K)
Filed 2026-10-20
Laurel Wealth Planning LLC
DECREASED
Shares37,692 from 40,174
Change-2,482 (-6%)
Value$1.8M (-$167.4K)
Filed 2026-11-02
Apollon Financial, LLC
DECREASED
Shares37,249 from 37,555
Change-306 (-1%)
Value$1.7M (-$62.0K)
Filed 2026-10-23
Kennedy Investment Group, Inc.
DECREASED
Shares37,134 from 39,748
Change-2,614 (-7%)
Value$1.7M (-$173.1K)
Filed 2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED
Shares36,604 from 35,999
Change+605 (+2%)
Value$1.7M (-$17.3K)
Filed 2026-10-08
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares35,072 from 34,444
Change+628 (+2%)
Value$1.6M (-$14.3K)
Filed 2026-10-15
Encompass Wealth Advisors, LLC
INCREASED
Shares35,000 from 17,500
Change+17,500 (+100%)
Value$1.6M (+$798.7K)
Filed 2026-10-15
ERn Financial, LLC
DECREASED
Shares34,791 from 36,377
Change-1,586 (-4%)
Value$1.6M (-$120.6K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares34,383 from 33,475
Change+908 (+3%)
Value$1.6M (+$114)
Filed 2026-10-30
Centurion Wealth Management LLC
INCREASED
Shares34,202 from 33,393
Change+809 (+2%)
Value$1.6M (-$4.4K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares33,892 from 31,068
Change+2,824 (+9%)
Value$1.6M (+$117.1K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares33,881 from 34,470
Change-589 (-2%)
Value$1.6M (-$71.4K)
Filed 2026-10-16
Prism Advisors, Inc.
DECREASED
Shares33,785 from 36,677
Change-2,892 (-8%)
Value$1.6M (-$158.9K)
Filed 2026-10-09
Claro Advisors Inc.
DECREASED
Shares33,594 from 35,543
Change-1,949 (-5%)
Value$1.6M (-$136.6K)
Filed 2026-11-02
Argyle Capital Partners, LLC
INCREASED
Shares33,485 from 32,412
Change+1,073 (+3%)
Value$1.6M (+$9.2K)
Filed 2026-10-23
Walker Asset Management, LLC
INCREASED
Shares33,333 from 33,133
Change+200 (+1%)
Value$1.6M (-$32.7K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares31,005 from 34,208
Change-3,203 (-9%)
Value$1.5M (-$193.7K)
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares30,701 from 32,635
Change-1,934 (-6%)
Value$1.4M (-$132.2K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares29,917 from 30,788
Change-871 (-3%)
Value$1.4M (-$80.0K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares29,769 from 30,022
Change-253 (-1%)
Value$1.4M (-$50.0K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares29,763 from 29,739
Change+24 (+0%)
Value$1.4M (-$36.6K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
DECREASED
Shares29,679 from 30,997
Change-1,318 (-4%)
Value$1.4M (-$101.2K)
Filed 2026-11-02
Carlson Financial, Inc.
DECREASED
Shares29,383 from 30,031
Change-648 (-2%)
Value$1.4M (-$68.5K)
Filed 2026-11-05
MBE Wealth Management, LLC
DECREASED
Shares29,068 from 30,041
Change-973 (-3%)
Value$1.4M (-$83.8K)
Filed 2026-10-26
Mission Financial Group, LLC
DECREASED
Shares28,867 from 31,666
Change-2,799 (-9%)
Value$1.4M (-$171.5K)
Filed 2026-10-21
Perryman Financial Advisory Inc
DECREASED
Shares28,519 from 29,811
Change-1,292 (-4%)
Value$1.3M (-$98.5K)
Filed 2026-10-16
QTR Family Wealth, LLC
DECREASED
Shares28,153 from 29,739
Change-1,586 (-5%)
Value$1.3M (-$112.2K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares27,607 from 28,552
Change-945 (-3%)
Value$1.3M (-$80.6K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares27,403 from 29,754
Change-2,351 (-8%)
Value$1.3M (-$148.1K)
Filed 2026-10-14
First Heartland Consultants, Inc.
DECREASED
Shares26,872 from 27,216
Change-344 (-1%)
Value$1.3M (-$50.7K)
Filed 2026-10-08
Blueprint Investment Partners LLC
INCREASED
Shares26,576 from 26,150
Change+426 (+2%)
Value$1.2M (-$13.2K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares26,575 from 26,150
Change+425 (+2%)
Value$1.2M (-$13.3K)
Filed 2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares26,153 from 30,719
Change-4,566 (-15%)
Value$1.2M (-$253.2K)
Filed 2026-10-09
Sovran Advisors, LLC
DECREASED
Shares25,867 from 29,705
Change-3,838 (-13%)
Value$1.3M (-$208.5K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares25,452 from 28,178
Change-2,726 (-10%)
Value$1.2M (-$162.2K)
Filed 2026-10-30
Sowell Financial Services LLC
DECREASED
Shares25,322 from 26,546
Change-1,224 (-5%)
Value$1.2M (-$91.2K)
Filed 2026-10-23
Columbia Advisory Partners LLC
DECREASED
Shares24,901 from 25,010
Change-109 (0%)
Value$1.2M (-$36.9K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares24,892 from 1,435
Change+23,457 (+1635%)
Value$1.2M (+$1.1M)
Filed 2026-10-29
tru Independence LLC
DECREASED
Shares24,831 from 26,030
Change-1,199 (-5%)
Value$1.2M (-$89.3K)
Filed 2026-10-20
GGM Financial LLC
INCREASED
Shares24,773 from 24,702
Change+71 (+0%)
Value$1.2M (-$28.1K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
DECREASED
Shares24,744 from 25,274
Change-530 (-2%)
Value$1.2M (-$57.0K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares23,801 from 24,728
Change-927 (-4%)
Value$1.1M (-$74.9K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares23,774 from 26,549
Change-2,775 (-10%)
Value$1.1M (-$163.9K)
Filed 2026-10-28
Winebrenner Capital Management LLC
DECREASED
Shares23,348 from 23,370
Change-22 (0%)
Value$1.1M (-$30.7K)
Filed 2026-10-07
Integrity Alliance, Llc.
INCREASED
Shares23,221 from 21,743
Change+1,478 (+7%)
Value$1.1M (+$41.7K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares22,777 from 29,809
Change-7,032 (-24%)
Value$1.1M (-$367.7K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares22,703 from 23,161
Change-458 (-2%)
Value$1.1M (-$17.8K)
Filed 2026-10-15
Vaquero Private Wealth, LTD
DECREASED
Shares22,502 from 30,412
Change-7,910 (-26%)
Value$1.1M (-$409.7K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares22,212 from 22,520
Change-308 (-1%)
Value$1.0M (-$43.1K)
Filed 2026-11-04
Fonville Wealth Management LLC
DECREASED
Shares22,003 from 22,623
Change-620 (-3%)
Value$1.0M (-$57.8K)
Filed 2026-10-28
Global Assets Advisory, LLC
DECREASED
Shares21,898 from 22,256
Change-358 (-2%)
Value$1.0M (-$47.9K)
Filed 2026-10-28
Lighthouse Wealth Management Inc.
DECREASED
Shares21,869 from 22,416
Change-547 (-2%)
Value$1.0M (-$54.1K)
Filed 2026-10-13
Main Line Retirement Advisors, LLC
DECREASED
Shares21,593 from 22,417
Change-824 (-4%)
Value$1.0M (-$67.1K)
Filed 2026-10-14
RVW Wealth, LLC
DECREASED
Shares21,474 from 21,974
Change-500 (-2%)
Value$1.0M (-$51.4K)
Filed 2026-10-06
J. Derek Lewis & Associates Inc.
INCREASED
Shares21,437 from 21,396
Change+41 (+0%)
Value$1.0M (-$25.3K)
Filed 2026-11-03
Midwest Financial Network, LLC
DECREASED
Shares20,800 from 44,397
Change-23,597 (-53%)
Value$975.7K (-$1.2M)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares20,619 from 20,288
Change+331 (+2%)
Value$967.2K (-$10.2K)
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares20,580 from 21,527
Change-947 (-4%)
Value$965.4K (-$89.2K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares20,425 from 20,915
Change-490 (-2%)
Value$958.1K (-$49.5K)
Filed 2026-10-22
Purus Wealth Management, LLC
DECREASED
Shares19,671 from 22,744
Change-3,073 (-14%)
Value$922.8K (-$173.0K)
Filed 2026-10-15
Holos Integrated Wealth LLC
INCREASED
Shares18,932 from 18,918
Change+14 (+0%)
Value$926.1K (-$9.6K)
Filed 2026-10-23
Formidable Asset Management, LLC
DECREASED
Shares18,363 from 18,763
Change-400 (-2%)
Value$884.8K (+$2.3K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
INCREASED
Shares18,262 from 18,020
Change+242 (+1%)
Value$856.7K (-$11.5K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
NEW
Shares18,247
Change+18,247
Value$862.8K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares17,947 from 17,341
Change+606 (+3%)
Value$841.9K (+$6.4K)
Filed 2026-11-04
4Wealth Advisors, Inc.
INCREASED
Shares17,818 from 16,249
Change+1,569 (+10%)
Value$842.6K (+$55.7K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares17,550 from 11,147
Change+6,403 (+57%)
Value$823.3K (+$286.2K)
Filed 2026-10-23
BostonPremier Wealth LLC
INCREASED
Shares17,161 from 17,135
Change+26 (+0%)
Value$805.0K (-$20.5K)
Filed 2026-10-16
Virtus Wealth Solutions LLC
INCREASED
Shares17,094 from 16,970
Change+124 (+1%)
Value$801.9K (-$15.7K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares16,886 from 17,076
Change-190 (-1%)
Value$792.1K (-$30.6K)
Filed 2026-10-28
City Center Advisors, LLC
INCREASED
Shares16,869 from 16,857
Change+12 (+0%)
Value$791.3K (-$20.8K)
Filed 2026-10-08
Miramontes Capital, LLC
INCREASED
Shares16,527 from 16,526
Change+1 (+0%)
Value$775.3K (-$21.0K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares16,324 from 12,200
Change+4,124 (+34%)
Value$765.8K (+$178.0K)
Filed 2026-10-23
Private Client Services, LLC
INCREASED
Shares16,108 from 15,784
Change+324 (+2%)
Value$755.6K (-$4.8K)
Filed 2026-10-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares16,019 from 17,513
Change-1,494 (-9%)
Value$751.4K (-$92.3K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares15,849 from 11,747
Change+4,102 (+35%)
Value$743.5K (+$177.5K)
Filed 2026-10-23
PTM Wealth Management, LLC
INCREASED
Shares15,078 from 15,015
Change+63 (+0%)
Value$714.7K (-$34.7K)
Filed 2026-10-23
Castle Rock Wealth Management, LLC
UNCHANGED
Shares14,963 from 14,963
Change0 (0%)
Value$709.2K (-$16.2K)
Filed 2026-10-09
Triumph Capital Management
DECREASED
Shares14,584 from 14,924
Change-340 (-2%)
Value$684.1K (-$34.9K)
Filed 2026-10-14
Santori & Peters, Inc.
DECREASED
Shares13,702 from 17,634
Change-3,932 (-22%)
Value$642.8K (-$206.8K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares13,255 from 13,304
Change-49 (0%)
Value$621.8K (-$19.2K)
Filed 2026-10-08
Acorn Wealth Advisors, LLC
DECREASED
Shares13,237 from 15,216
Change-1,979 (-13%)
Value$621.0K (-$112.1K)
Filed 2026-10-19
Able Financial Group, LLC
DECREASED
Shares13,172 from 14,686
Change-1,514 (-10%)
Value$617.9K (-$89.6K)
Filed 2026-10-14
Mezzasalma Advisors, LLC
INCREASED
Shares13,119 from 13,057
Change+62 (+0%)
Value$615.4K (-$13.7K)
Filed 2026-10-14
Novem Group
INCREASED
Shares12,783 from 12,620
Change+163 (+1%)
Value$599.6K (-$8.4K)
Filed 2026-10-19
SFG Wealth Management, Llc.
DECREASED
Shares12,571 from 13,103
Change-532 (-4%)
Value$589.7K (-$41.6K)
Filed 2026-10-23
TriaGen Wealth Management LLC
UNCHANGED
Shares12,459 from 12,459
Change0 (0%)
Value$584.5K (-$15.8K)
Filed 2026-10-14
Cadent Capital Advisors, LLC
INCREASED
Shares12,451 from 12,405
Change+46 (+0%)
Value$584.1K (-$13.6K)
Filed 2026-10-09
Appalachian Capital Management Ltd
DECREASED
Shares12,331 from 12,442
Change-111 (-1%)
Value$578.4K (-$21.0K)
Filed 2026-10-14
Shakespeare Wealth Management, LLC
UNCHANGED
Shares12,029 from 12,029
Change0 (0%)
Value$564.3K (-$15.3K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares11,939 from 12,068
Change-129 (-1%)
Value$560 (-$21)
Filed 2026-10-02
Leo Wealth, LLC
NEW
Shares11,866
Change+11,866
Value$556.6K
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
DECREASED
Shares11,829 from 11,859
Change-30 (0%)
Value$554.9K (-$20.0K)
Filed 2026-10-09
Sage Mountain Advisors LLC
UNCHANGED
Shares11,744 from 11,744
Change0 (0%)
Value$550.9K (-$14.9K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares11,629 from 11,612
Change+17 (+0%)
Value$545.3K (-$13.9K)
Filed 2026-10-21
MTM Investment Management, LLC
DECREASED
Shares11,074 from 11,394
Change-320 (-3%)
Value$519.5K (-$29.5K)
Filed 2026-10-30
Integrated Advisors Network LLC
DECREASED
Shares10,952 from 10,998
Change-46 (0%)
Value$513.8K (-$16.1K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares10,779 from 11,201
Change-422 (-4%)
Value$505.7K (-$34.0K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares10,570 from 10,632
Change-62 (-1%)
Value$495.8K (-$16.4K)
Filed 2026-10-15
Trademark Financial Management, LLC
DECREASED
Shares10,540 from 11,839
Change-1,299 (-11%)
Value$494.4K (-$76.0K)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares10,444 from 10,444
Change0 (0%)
Value$489.9K (-$13.3K)
Filed 2026-11-05
Keystone Wealth Services, LLC
DECREASED
Shares10,417 from 10,497
Change-80 (-1%)
Value$492.6K (-$13.1K)
Filed 2026-11-03
Willner & Heller, LLC
DECREASED
Shares10,381 from 11,034
Change-653 (-6%)
Value$487.0K (-$44.6K)
Filed 2026-10-28
Greenleaf Trust
INCREASED
Shares10,297 from 9,649
Change+648 (+7%)
Value$483.0K (+$18.1K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares10,155 from 11,854
Change-1,699 (-14%)
Value$476.4K (-$94.8K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
DECREASED
Shares9,838 from 14,687
Change-4,849 (-33%)
Value$461.5K (-$246.1K)
Filed 2026-11-02
SLT Holdings LLC
INCREASED
Shares9,563 from 9,238
Change+325 (+4%)
Value$448.6K (+$3.5K)
Filed 2026-10-15
Richmond Investment Services, LLC
DECREASED
Shares9,529 from 9,946
Change-417 (-4%)
Value$447.0K (-$32.2K)
Filed 2026-10-29
Old Port Advisors
DECREASED
Shares9,385 from 9,542
Change-157 (-2%)
Value$440.3K (-$19.5K)
Filed 2026-10-23
TopTier Wealth Management, LLC
DECREASED
Shares9,385 from 9,432
Change-47 (0%)
Value$440.3K (-$14.2K)
Filed 2026-10-16
Vise Technologies, Inc.
DECREASED
Shares9,384 from 9,989
Change-605 (-6%)
Value$440.2K (-$41.0K)
Filed 2026-10-29
Fermata Advisors, LLC
DECREASED
Shares9,341 from 10,255
Change-914 (-9%)
Value$438.2K (-$55.9K)
Filed 2026-10-13
Waterfront Wealth Inc.
UNCHANGED
Shares9,255 from 9,255
Change0 (0%)
Value$458.5K (+$5.1K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares9,254 from 9,242
Change+12 (+0%)
Value$434.1K (-$11.2K)
Filed 2026-10-26
Ehrlich Financial Group
UNCHANGED
Shares9,232 from 9,232
Change0 (0%)
Value$433.1K (-$11.7K)
Filed 2026-10-20
Citizens Financial Group Inc
UNCHANGED
Shares9,197 from 9,197
Change0 (0%)
Value$431.5K (-$11.7K)
Filed 2026-10-23
IMG Wealth Management, Inc.
DECREASED
Shares9,184 from 9,369
Change-185 (-2%)
Value$430.8K (-$20.6K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares9,092 from 8,471
Change+621 (+7%)
Value$426.5K (+$18.4K)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares8,793 from 9,266
Change-473 (-5%)
Value$412.5K (-$34.0K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares8,749 from 7,078
Change+1,671 (+24%)
Value$410.4K (+$69.4K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares8,532 from 8,195
Change+337 (+4%)
Value$400.2K (+$5.4K)
Filed 2026-10-28
Obsidian CIO, LLC
DECREASED
Shares8,099 from 14,151
Change-6,052 (-43%)
Value$379.9K (-$301.9K)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares8,093 from 10,443
Change-2,350 (-22%)
Value$379.6K (-$123.5K)
Filed 2026-10-08
DB&C Advisors, LLC
DECREASED
Shares8,002 from 8,014
Change-12 (0%)
Value$375.4K (-$10.8K)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares7,973 from 51
Change+7,922 (+15533%)
Value$397.2K (+$394.8K)
Filed 2026-11-03
Milestones Private Investment Advisors LLC
UNCHANGED
Shares7,878 from 7,878
Change0 (0%)
Value$369.6K (-$10.0K)
Filed 2026-10-19
Weitzel Financial Services, Inc.
UNCHANGED
Shares7,632 from 7,632
Change0 (0%)
Value$359.0K (-$16.1K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares7,248 from 7,246
Change+2 (+0%)
Value$340.0K (-$9.1K)
Filed 2026-10-20
Bison Wealth, LLC
DECREASED
Shares7,122 from 7,212
Change-90 (-1%)
Value$341.6K (-$12.2K)
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares7,032 from 7,032
Change0 (0%)
Value$329.9K (-$8.9K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares7,029 from 6,942
Change+87 (+1%)
Value$329.7K (-$4.7K)
Filed 2026-11-03
Asio Capital, LLC
NEW
Shares6,954
Change+6,954
Value$326.2K
Filed 2026-10-19
Redwood Financial Network Corp
INCREASED
Shares6,868 from 6,859
Change+9 (+0%)
Value$322.2K (-$8.3K)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares6,867 from 7,064
Change-197 (-3%)
Value$322.1K (-$18.2K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares6,866 from 6,357
Change+509 (+8%)
Value$322.1K (+$15.8K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
UNCHANGED
Shares6,732 from 6,732
Change0 (0%)
Value$315.8K (-$8.6K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
DECREASED
Shares6,666 from 7,015
Change-349 (-5%)
Value$312.7K (-$25.3K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED
Shares6,559 from 6,646
Change-87 (-1%)
Value$307.7K (-$12.5K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares6,481 from 6,265
Change+216 (+3%)
Value$316.7K (+$2.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares6,481 from 6,265
Change+216 (+3%)
Value$316.7K (+$2.4K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares6,413 from 6,438
Change-25 (0%)
Value$300.8K (-$9.3K)
Filed 2026-10-15
HBW Advisory Services LLC
DECREASED
Shares6,367 from 28,045
Change-21,678 (-77%)
Value$298.7K (-$1.1M)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares6,340 from 6,031
Change+309 (+5%)
Value$297.4K (+$6.8K)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares6,335 from 5,988
Change+347 (+6%)
Value$297.2K (+$8.7K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares6,322 from 6,317
Change+5 (+0%)
Value$296.6K (-$7.8K)
Filed 2026-11-06
LexAurum Advisors, LLC
DECREASED
Shares6,310 from 6,337
Change-27 (0%)
Value$296.0K (-$9.3K)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
UNCHANGED
Shares6,261 from 6,261
Change0 (0%)
Value$293.7K (-$8.0K)
Filed 2026-10-22
Omni 360 Wealth, Inc.
UNCHANGED
Shares6,164 from 6,164
Change0 (0%)
Value$289.1K (-$7.8K)
Filed 2026-10-13
Gratus Wealth Advisors, LLC
UNCHANGED
Shares6,158 from 6,158
Change0 (0%)
Value$288.9K (-$7.8K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
INCREASED
Shares6,149 from 6,148
Change+1 (+0%)
Value$288.5K (-$7.8K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,100 from 6,095
Change+5 (+0%)
Value$286.1K (-$7.5K)
Filed 2026-10-16
United Advisor Group, LLC
DECREASED
Shares6,074 from 6,165
Change-91 (-1%)
Value$284.9K (-$12.1K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares6,067 from 6,053
Change+14 (+0%)
Value$284.6K (-$7.0K)
Filed 2026-10-26
Accelerate Investment Advisors LLC
INCREASED
Shares6,045 from 6,021
Change+24 (+0%)
Value$283.6K (-$6.6K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares5,899 from 5,971
Change-72 (-1%)
Value$276.7K (-$11.0K)
Filed 2026-11-03
Variant Private Wealth, LLC
INCREASED
Shares5,828 from 5,796
Change+32 (+1%)
Value$273.4K (-$5.9K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$271.4K (-$7.3K)
Filed 2026-10-20
Oxler Private Wealth LLC
INCREASED
Shares5,751 from 5,720
Change+31 (+1%)
Value$269.8K (-$5.8K)
Filed 2026-10-21
Advisory Advocates, LLC
UNCHANGED
Shares5,674 from 5,674
Change0 (0%)
Value$266.2K (-$7.2K)
Filed 2026-11-05
Peak Financial Management, Inc.
UNCHANGED
Shares5,630 from 5,630
Change0 (0%)
Value$264.1K (-$7.2K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED
Shares5,620 from 5,620
Change0 (0%)
Value$263.6K (-$7.1K)
Filed 2026-10-27
Maltin Wealth Management, Inc.
UNCHANGED
Shares5,615 from 5,615
Change0 (0%)
Value$263.4K (-$7.1K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares5,611 from 5,973
Change-362 (-6%)
Value$263.2K (-$24.6K)
Filed 2026-11-03
Uniting Wealth Partners, LLC
INCREASED
Shares5,497 from 5,337
Change+160 (+3%)
Value$257.9K (+$727)
Filed 2026-11-06
CFC Planning Co LLC
DECREASED
Shares5,484 from 5,651
Change-167 (-3%)
Value$257.3K (-$15.0K)
Filed 2026-10-28
WealthTrust Asset Management, LLC
UNCHANGED
Shares5,481 from 5,481
Change0 (0%)
Value$257.1K (-$7.0K)
Filed 2026-10-22
GSG Advisors LLC
NEW
Shares5,457
Change+5,457
Value$256.0K
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares5,443 from 6,990
Change-1,547 (-22%)
Value$255.3K (-$81.4K)
Filed 2026-11-04
KFA Private Wealth Group, LLC
UNCHANGED
Shares5,390 from 5,390
Change0 (0%)
Value$252.8K (-$6.8K)
Filed 2026-10-07
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,387 from 5,235
Change+152 (+3%)
Value$252.7K (+$482)
Filed 2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED
Shares5,365 from 5,365
Change0 (0%)
Value$251.7K (-$6.8K)
Filed 2026-11-03
Skyline Advisors, Inc.
DECREASED
Shares5,363 from 5,367
Change-4 (0%)
Value$251.6K (-$7.0K)
Filed 2026-11-03
Guerra PAN Advisors, LLC
DECREASED
Shares5,358 from 5,978
Change-620 (-10%)
Value$262.1K (-$25.9K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
NEW
Shares5,342
Change+5,342
Value$250.6K
Filed 2026-10-08
Whelan Financial
UNCHANGED
Shares5,293 from 5,293
Change0 (0%)
Value$248.3K (-$6.7K)
Filed 2026-10-28
FSM Wealth Advisors, LLC
UNCHANGED
Shares5,285 from 5,285
Change0 (0%)
Value$251.6K (-$3.1K)
Filed 2026-10-27
Facet Wealth, Inc.
INCREASED
Shares5,215 from 4,770
Change+445 (+9%)
Value$244.6K (+$14.8K)
Filed 2026-11-04
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares5,159 from 5,159
Change0 (0%)
Value$242.0K (-$6.6K)
Filed 2026-11-05
Core Wealth Partners LLC
DECREASED
Shares5,054 from 5,552
Change-498 (-9%)
Value$237.1K (-$30.4K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares5,036 from 4,932
Change+104 (+2%)
Value$236.2K (-$1.4K)
Filed 2026-10-14
Kestra Investment Management, LLC
DECREASED
Shares4,948 from 5,218
Change-270 (-5%)
Value$232.1K (-$19.3K)
Filed 2026-11-04
Strategy Asset Managers LLC
DECREASED
Shares4,936 from 4,992
Change-56 (-1%)
Value$231.5K (-$9.0K)
Filed 2026-10-14
Stenger Family Office, LLC
DECREASED
Shares4,925 from 5,094
Change-169 (-3%)
Value$236.8K (-$8.6K)
Filed 2026-10-22
Axiom Investment Management LLC
UNCHANGED
Shares4,923 from 4,923
Change0 (0%)
Value$230.9K (-$6.3K)
Filed 2026-11-03
Sound Income Strategies, LLC
UNCHANGED
Shares4,908 from 4,908
Change0 (0%)
Value$233.6K (-$2.8K)
Filed 2026-10-09
Mach-1 Financial Group, LLC
DECREASED
Shares4,907 from 9,696
Change-4,789 (-49%)
Value$230.2K (-$237.0K)
Filed 2026-11-06
Ritholtz Wealth Management
DECREASED
Shares4,839 from 4,876
Change-37 (-1%)
Value$227.0K (-$8.0K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares4,784 from 4,544
Change+240 (+5%)
Value$224.4K (+$5.5K)
Filed 2026-11-03
Platt Wealth Management LLC
UNCHANGED
Shares4,766 from 4,766
Change0 (0%)
Value$223.0K (-$6.0K)
Filed 2026-11-04
Encompass More Asset Management
NEW
Shares4,710
Change+4,710
Value$220.9K
Filed 2026-10-16
SeaCrest Wealth Management, LLC
UNCHANGED
Shares4,691 from 4,691
Change0 (0%)
Value$220.0K (-$6.0K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares4,649 from 4,648
Change+1 (+0%)
Value$218.1K (-$5.9K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares4,555 from 4,554
Change+1 (+0%)
Value$213.7K (-$5.7K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
INCREASED
Shares4,537 from 4,535
Change+2 (+0%)
Value$213.0K (-$5.5K)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED
Shares4,483 from 4,617
Change-134 (-3%)
Value$210.3K (-$12.1K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares4,389 from 4,610
Change-221 (-5%)
Value$205.9K (-$16.3K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
DECREASED
Shares4,178 from 6,538
Change-2,360 (-36%)
Value$196.0K (-$119.0K)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares3,817 from 3,817
Change0 (0%)
Value$179.1K (-$8.0K)
Filed 2026-10-30
Root Financial Partners, LLC
DECREASED
Shares3,691 from 4,524
Change-833 (-18%)
Value$173.2K (-$44.8K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares3,441 from 3,441
Change0 (0%)
Value$161.4K (-$4.4K)
Filed 2026-10-30
Gen-Wealth Partners Inc
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$146.4K (-$4.0K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares3,080 from 3,080
Change0 (0%)
Value$144.5K (-$3.9K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,806 from 2,806
Change0 (0%)
Value$131.6K (-$3.6K)
Filed 2026-10-23
NBT Bank, N.A.
INCREASED
Shares2,797 from 2,781
Change+16 (+1%)
Value$131.2K (-$2.8K)
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares2,708 from 1,639
Change+1,069 (+65%)
Value$127.0K (+$48.1K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$122.0K (-$3.3K)
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares2,367
Change+2,367
Value$111.0K
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares2,297 from 6,477
Change-4,180 (-65%)
Value$108.0K (-$204.1K)
Filed 2026-11-05
Thompson Investment Management, Inc.
UNCHANGED
Shares2,153 from 2,153
Change0 (0%)
Value$101.0K (-$2.7K)
Filed 2026-10-14
Accordant Advisory Group Inc
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$96.8K (-$2.6K)
Filed 2026-10-29
Bfsg, LLC
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$90.2K (-$2.4K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$83.2K (-$3.6K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares1,740
Change+1,740
Value$81.6K
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,719 from 1,719
Change0 (0%)
Value$80.6K (-$2.2K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares1,702 from 1,366
Change+336 (+25%)
Value$79.8K (+$14.0K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares1,617 from 671
Change+946 (+141%)
Value$75.9K (+$43.5K)
Filed 2026-11-03
Washington Trust Advisors, Inc.
DECREASED
Shares1,575 from 1,625
Change-50 (-3%)
Value$73.9K (-$4.4K)
Filed 2026-10-22
Valued Wealth Advisors LLC
NEW
Shares1,509
Change+1,509
Value$70.8K
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$70.4K (-$1.9K)
Filed 2026-10-26
Reap Financial Group, LLC
INCREASED
Shares1,462 from 1,458
Change+4 (+0%)
Value$68.6K (-$1.7K)
Filed 2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$65.6K (-$1.8K)
Filed 2026-11-04
Center for Financial Planning, Inc.
DECREASED
Shares1,386 from 1,387
Change-1 (0%)
Value$65.1K (-$1.8K)
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$58 (-$59.9K)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares1,195 from 1,189
Change+6 (+1%)
Value$56.1K (-$1.2K)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$55.4K (-$1.5K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares1,096
Change+1,096
Value$51.4K
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$51.3K (-$1.4K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$51.3K (-$1.4K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares1,074
Change+1,074
Value$50.4K
Filed 2026-11-05
Navigoe, LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$50.0K (+$49.9K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares1,059 from 1,053
Change+6 (+1%)
Value$49.7K (-$1.1K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$48.9K (-$1.3K)
Filed 2026-10-22
Raleigh Capital Management Inc.
INCREASED
Shares985 from 981
Change+4 (+0%)
Value$46.2K (-$1.0K)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares905
Change+905
Value$42.6K
Filed 2026-10-13
Compass Wealth Management LLC
NEW
Shares888
Change+888
Value$41.7K
Filed 2026-10-22
Quaker Wealth Management, LLC
INCREASED
Shares852 from 847
Change+5 (+1%)
Value$40.0K (-$861)
Filed 2026-10-22
Caldwell Trust Co
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$35.6K (-$964)
Filed 2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares741 from 1,141
Change-400 (-35%)
Value$34.8K (-$20.2K)
Filed 2026-10-28
Livelsberger Financial Advisory
NEW
Shares625
Change+625
Value$29.3K
Filed 2026-10-28
IFS Advisors, LLC
NEW
Shares606
Change+606
Value$28.4K
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$28.4K (-$768)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$27.8K (-$738)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$25.8K (-$698)
Filed 2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$23.5K (-$750)
Filed 2026-10-16
RMG Wealth Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.2K (-$60)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$23.4K (-$632)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares480 from 451
Change+29 (+6%)
Value$22.5K (+$788)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$21.1K (-$571)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$18.6K (-$504)
Filed 2026-10-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$16.6K (-$450)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares337 from 335
Change+2 (+1%)
Value$16.5K (+$320)
Filed 2026-10-16
Sfam, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$15.6K (-$423)
Filed 2026-11-03
Hanson & Doremus Investment Management
NEW
Shares299
Change+299
Value$14.0K
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares294 from 293
Change+1 (+0%)
Value$13.8K (-$335)
Filed 2026-10-19
Salomon & Ludwin, LLC
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$12.7K (-$425)
Filed 2026-10-29
Heritage Family Offices, LLP
NEW
Shares268
Change+268
Value$12.6K
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$11.4K (-$309)
Filed 2026-10-14
Ascentis Wealth Management, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$11.1K (-$301)
Filed 2026-11-03
PFS Partners, LLC
DECREASED
Shares234 from 247
Change-13 (-5%)
Value$11.0K (-$911)
Filed 2026-10-21
Canton Hathaway, LLC
NEW
Shares223
Change+223
Value$10.5K
Filed 2026-10-23
KFG LLC
NEW
Shares213
Change+213
Value$10.0K
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9 (-$1)
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares189 from 188
Change+1 (+1%)
Value$8.9K (-$191)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$7.3K (-$196)
Filed 2026-10-14
Buck Wealth Strategies, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$6.9K (-$186)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$6.4K (-$139)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$6.3K (-$171)
Filed 2026-10-13
Hughes Financial Services, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$6.4K (+$298)
Filed 2026-10-30
Redwood Park Advisors LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.9K (-$159)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$5.3K (-$144)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.9K (-$133)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.9K (-$133)
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares99 from 103
Change-4 (-4%)
Value$4.6K (-$319)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.6K (-$78)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$235 (-$6)
Filed 2026-10-28
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 49,774
Change-49,774 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 31,660
Change-31,660 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-16
Old Mission Investment Co LLC
CLOSED
Shares0 from 5,820
Change-5,820 (-100%)
Value$0 (-$280.4K)
Filed 2026-10-22
Nilsine Partners, LLC
CLOSED
Shares0 from 5,231
Change-5,231 (-100%)
Value$0 (-$252.0K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 4,709
Change-4,709 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 4,575
Change-4,575 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 4,478
Change-4,478 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 4,327
Change-4,327 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-29
ACT Advisors, Llc.
CLOSED
Shares0 from 4,178
Change-4,178 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-15
Grantvest Financial Group LLC
CLOSED
Shares0 from 4,156
Change-4,156 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-21
Wedmont Private Capital
CLOSED
Shares0 from 4,091
Change-4,091 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-09
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,901
Change-1,901 (-100%)
Value$0 (-$91.6K)
Filed 2026-10-15
Bokf, NA
CLOSED
Shares0 from 1,163
Change-1,163 (-100%)
Value$0 (-$56.0K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 483
Change-483 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-13
Aspect Partners, LLC
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-20
Sterling Capital Management LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-13
Eukles Asset Management
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-04
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$28)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 17,493,310
Change-17,493,310 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 15,986,208
Change-15,986,208 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,272,946
Change-5,272,946 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,135,074
Change-5,135,074 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,066,739
Change-5,066,739 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,182,055
Change-3,182,055 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,178,839
Change-3,178,839 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,062,609
Change-3,062,609 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,214,926
Change-2,214,926 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,012,367
Change-2,012,367 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,886,816
Change-1,886,816 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,562,931
Change-1,562,931 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,043,639
Change-1,043,639 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,026,523
Change-1,026,523 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 889,586
Change-889,586 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 658,000
Change-658,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 643,171
Change-643,171 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 584,925
Change-584,925 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 560,870
Change-560,870 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 548,951
Change-548,951 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 527,597
Change-527,597 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 519,462
Change-519,462 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 499,073
Change-499,073 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 460,586
Change-460,586 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 405,748
Change-405,748 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 394,085
Change-394,085 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 374,997
Change-374,997 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 372,837
Change-372,837 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 329,901
Change-329,901 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 309,125
Change-309,125 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 285,990
Change-285,990 (-100%)
Value—
Commerce Bank
N/A
Shares— from 285,016
Change-285,016 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 283,448
Change-283,448 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 282,502
Change-282,502 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 264,359
Change-264,359 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 243,569
Change-243,569 (-100%)
Value—
&partners
N/A
Shares— from 242,438
Change-242,438 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 230,627
Change-230,627 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 224,937
Change-224,937 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 223,746
Change-223,746 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 222,821
Change-222,821 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 207,292
Change-207,292 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 204,631
Change-204,631 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 176,245
Change-176,245 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 160,466
Change-160,466 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 144,711
Change-144,711 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 143,471
Change-143,471 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 138,564
Change-138,564 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 133,727
Change-133,727 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 130,609
Change-130,609 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 129,159
Change-129,159 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 124,147
Change-124,147 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 120,338
Change-120,338 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 116,875
Change-116,875 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 109,952
Change-109,952 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 106,190
Change-106,190 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 103,232
Change-103,232 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 103,231
Change-103,231 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 102,256
Change-102,256 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 101,870
Change-101,870 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 101,612
Change-101,612 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 90,786
Change-90,786 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 90,746
Change-90,746 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 88,232
Change-88,232 (-100%)
Value—
FMR LLC
N/A
Shares— from 86,704
Change-86,704 (-100%)
Value—
Blair William & Co
N/A
Shares— from 85,454
Change-85,454 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 85,025
Change-85,025 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 84,484
Change-84,484 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 83,125
Change-83,125 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 81,839
Change-81,839 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 81,299
Change-81,299 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 80,653
Change-80,653 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 76,890
Change-76,890 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 76,277
Change-76,277 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 76,036
Change-76,036 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 73,568
Change-73,568 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 72,040
Change-72,040 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 71,568
Change-71,568 (-100%)
Value—
Stephens Inc
N/A
Shares— from 69,259
Change-69,259 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 66,737
Change-66,737 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 66,634
Change-66,634 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 66,156
Change-66,156 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 65,953
Change-65,953 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 65,535
Change-65,535 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 62,274
Change-62,274 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 61,509
Change-61,509 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 58,179
Change-58,179 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 56,935
Change-56,935 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 56,085
Change-56,085 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 55,922
Change-55,922 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 55,037
Change-55,037 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 53,468
Change-53,468 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 51,882
Change-51,882 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 47,879
Change-47,879 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 47,803
Change-47,803 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 47,760
Change-47,760 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 46,217
Change-46,217 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 45,245
Change-45,245 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 44,744
Change-44,744 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 43,558
Change-43,558 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 43,410
Change-43,410 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 42,477
Change-42,477 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 42,029
Change-42,029 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 41,172
Change-41,172 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 41,057
Change-41,057 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,898
Change-40,898 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 39,748
Change-39,748 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,662
Change-38,662 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 38,124
Change-38,124 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 36,924
Change-36,924 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 36,369
Change-36,369 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 36,288
Change-36,288 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 36,068
Change-36,068 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 35,692
Change-35,692 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,378
Change-33,378 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 32,630
Change-32,630 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 32,582
Change-32,582 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 31,899
Change-31,899 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 31,311
Change-31,311 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 31,142
Change-31,142 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 30,503
Change-30,503 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 30,501
Change-30,501 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 29,962
Change-29,962 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 29,082
Change-29,082 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 28,502
Change-28,502 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 28,327
Change-28,327 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,630
Change-27,630 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 27,267
Change-27,267 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27,004
Change-27,004 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 26,635
Change-26,635 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 26,486
Change-26,486 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 25,723
Change-25,723 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,449
Change-24,449 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 23,810
Change-23,810 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,326
Change-23,326 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,925
Change-22,925 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,678
Change-22,678 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 22,600
Change-22,600 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 19,970
Change-19,970 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,965
Change-19,965 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,944
Change-19,944 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 19,589
Change-19,589 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,485
Change-18,485 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 18,011
Change-18,011 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 18,011
Change-18,011 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 16,899
Change-16,899 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 16,897
Change-16,897 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 16,490
Change-16,490 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 16,426
Change-16,426 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 16,223
Change-16,223 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 15,757
Change-15,757 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,533
Change-15,533 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 15,240
Change-15,240 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,530
Change-13,530 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,495
Change-13,495 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,464
Change-13,464 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,256
Change-13,256 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 13,079
Change-13,079 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,985
Change-12,985 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,827
Change-12,827 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 12,219
Change-12,219 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 11,937
Change-11,937 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,909
Change-11,909 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 11,811
Change-11,811 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 11,480
Change-11,480 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 11,106
Change-11,106 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 10,559
Change-10,559 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Legacy Trust
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 9,742
Change-9,742 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,701
Change-9,701 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,383
Change-9,383 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,142
Change-9,142 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,544
Change-8,544 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,480
Change-8,480 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,025
Change-8,025 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 7,849
Change-7,849 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 7,174
Change-7,174 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,579
Change-6,579 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,936
Change-5,936 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,795
Change-4,795 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 991
Change-991 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 797
Change-797 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 599
Change-599 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 583
Change-583 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 494
Change-494 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 489
Change-489 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 413
Change-413 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 347
Change-347 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 336
Change-336 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 273
Change-273 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 256
Change-256 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 141
Change-141 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 119
Change-119 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 109
Change-109 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 104
Change-104 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED1,763,5081,883,025-119,517-6%$90.7M$82.7M-$8.0M2026-11-02
Truist Financial Corp
DECREASED1,240,7661,278,255-37,489-3%$61.6M$58.2M-$3.4M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED1,148,3231,161,237-12,914-1%$55.9M$53.9M-$2.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED889,193842,919+46,274+5%$40.6M$41.7M+$1.1M2026-11-02
New England Private Wealth Advisors LLC
DECREASED759,035761,405-2,3700%$38.0M$35.6M-$2.4M2026-10-19
D.A. Davidson & Co.
DECREASED496,696500,831-4,135-1%$24.1M$23.3M-$830.1K2026-10-28
Park National Corp
DECREASED496,226507,145-10,919-2%$24.4M$23.3M-$1.2M2026-10-05
Prospera Financial Services Inc
DECREASED485,260597,550-112,290-19%$28.8M$24.6M-$4.2M2026-11-04
Citigroup Inc
DECREASED452,756455,784-3,028-1%$22.0M$21.2M-$720.9K2026-11-04
Beacon Financial Group
INCREASED432,014420,701+11,313+3%$20.3M$20.3M-$3.6K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED404,038367,222+36,816+10%$17.7M$19.0M+$1.3M2026-10-16
PNC Financial Services Group, Inc.
DECREASED368,319371,348-3,029-1%$17.9M$17.3M-$613.7K2026-11-06
Golden State Wealth Management, LLC
DECREASED334,237361,076-26,839-7%$17.4M$15.7M-$1.7M2026-11-02
Hobart Private Capital, LLC
INCREASED285,564278,240+7,324+3%$13.4M$13.4M-$9.8K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED273,253179,818+93,435+52%$8.8M$13.0M+$4.2M2026-10-13
US Bancorp \de\
INCREASED272,211268,513+3,698+1%$12.9M$12.8M-$170.5K2026-11-05
Merit Financial Group, LLC
DECREASED223,228245,016-21,788-9%$11.8M$10.5M-$1.3M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED208,508205,971+2,537+1%$9.9M$9.8M-$142.6K2026-11-06
Center for Wealth Management Advisory
INCREASED195,540183,653+11,887+6%$8.8M$9.2M+$324.4K2026-10-23
Assetmark, Inc
INCREASED194,818186,164+8,654+5%$9.0M$9.1M+$169.5K2026-10-21
Cherry Creek Investment Advisors, Inc.
INCREASED181,077173,960+7,117+4%$8.4M$8.5M+$112.9K2026-10-14
IFP Advisors, Inc
DECREASED172,961178,257-5,296-3%$8.6M$8.1M-$474.8K2026-10-16
BlueChip Wealth Advisors LLC
DECREASED168,279169,228-949-1%$8.2M$7.9M-$259.4K2026-11-03
Beacon Financial Advisory LLC
DECREASED167,938201,229-33,291-17%$9.7M$7.9M-$1.8M2026-10-16
Farther Finance Advisors, LLC
INCREASED165,913136,225+29,688+22%$6.6M$7.8M+$1.2M2026-10-08
Oppenheimer & Co Inc
INCREASED161,247158,257+2,990+2%$7.6M$7.6M-$60.7K2026-10-26
Victory Financial Group, LLC
DECREASED159,236171,634-12,398-7%$8.3M$7.5M-$799.6K2026-10-27
Crumly & Associates Inc.
UNCHANGED157,145157,14500%$7.6M$7.4M-$199.6K2026-10-07
Strategic Family Wealth Counselors, L.L.C.
INCREASED146,161145,624+537+0%$7.0M$6.9M-$159.8K2026-10-29
Barrett & Company, Inc.
DECREASED145,918146,592-6740%$7.1M$6.8M-$217.8K2026-10-22
Plus Group Wealth Advisors LLC
DECREASED144,250173,524-29,274-17%$8.4M$6.8M-$1.6M2026-10-19
Towerpoint Wealth, LLC
DECREASED141,366147,084-5,718-4%$7.1M$6.6M-$455.0K2026-10-13
Summit Wealth Group LLC / Co
DECREASED129,396133,757-4,361-3%$6.4M$6.1M-$374.4K2026-10-29
Clear Creek Financial Management, LLC
INCREASED122,278118,118+4,160+4%$5.7M$5.7M+$45.1K2026-10-28
Lido Advisors, LLC
INCREASED121,22343,917+77,306+176%$2.1M$5.7M+$3.6M2026-11-04
Higgins & Schmidt Wealth Strategies LLC
DECREASED113,815114,938-1,123-1%$5.5M$5.3M-$198.7K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED112,120112,331-2110%$5.4M$5.3M-$152.6K2026-10-21
WealthCare Investment Partners, LLC
DECREASED103,116319,921-216,805-68%$15.4M$4.8M-$10.6M2026-11-05
Creative Planning
DECREASED89,98395,488-5,505-6%$4.6M$4.2M-$379.5K2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED89,575107,361-17,786-17%$5.2M$4.2M-$970.7K2026-10-22
Southland Equity Partners LLC
DECREASED89,34989,772-4230%$4.3M$4.2M-$133.9K2026-10-14
Sigma Planning Corp
DECREASED88,761106,906-18,145-17%$5.2M$4.2M-$987.0K2026-10-23
Flagstar Securities, Inc
DECREASED87,70489,855-2,151-2%$4.3M$4.1M-$215.1K2026-10-15
Chicago Partners Investment Group LLC
INCREASED86,57286,242+330+0%$4.3M$4.3M+$87.3K2026-10-27
International Assets Investment Management, LLC
DECREASED83,38988,282-4,893-6%$4.3M$3.9M-$362.3K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED82,71783,362-645-1%$4.0M$3.9M-$136.1K2026-11-04
Kraft, Davis & Associates, LLC
DECREASED82,54982,720-1710%$4.0M$4.0M-$7.5K2026-10-21
Stablepoint Partners, LLC
DECREASED81,59787,305-5,708-7%$4.2M$3.8M-$378.6K2026-11-03
Asset Allocation Strategies LLC
DECREASED80,89384,343-3,450-4%$4.1M$3.8M-$269.0K2026-10-20
Larson Financial Group LLC
DECREASED80,03995,609-15,570-16%$4.6M$3.8M-$851.8K2026-11-05
Nearside Advisors, LLC
NEW79,959—+79,959——$3.8M—2026-10-20
Family Capital Management, Inc.
DECREASED79,33783,760-4,423-5%$4.0M$3.7M-$313.8K2026-11-03
Treasure Coast Financial Planning
DECREASED79,15579,802-647-1%$3.8M$3.7M-$131.7K2026-11-03
Goldstein Advisors, LLC
DECREASED78,98980,890-1,901-2%$3.9M$3.7M-$191.9K2026-10-15
Kaydan Wealth Management, Inc.
DECREASED78,55186,897-8,346-10%$4.2M$3.7M-$501.9K2026-10-08
RFG Advisory, LLC
DECREASED77,491130,659-53,168-41%$6.3M$3.6M-$2.7M2026-11-03
Cottonwood Capital Advisors, LLC
INCREASED75,45175,439+12+0%$3.6M$3.5M-$95.2K2026-10-20
Fifth Third Bancorp
DECREASED73,28174,215-934-1%$3.6M$3.4M-$138.1K2026-11-05
Independent Financial Group, LLC
INCREASED71,99171,225+766+1%$3.4M$3.4M-$54.5K2026-10-13
Wagner Wealth Management, LLC
DECREASED71,915107,545-35,630-33%$5.2M$3.4M-$1.8M2026-10-21
Kraematon Investment Advisors, Inc
DECREASED71,23173,274-2,043-3%$3.5M$3.3M-$188.9K2026-11-02
Next Level Private LLC
INCREASED70,60470,316+288+0%$3.4M$3.3M-$75.8K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED70,36072,332-1,972-3%$3.5M$3.3M-$184.4K2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED68,82669,542-716-1%$3.4M$3.2M-$121.9K2026-10-28
Retirement Guys Formula LLC
DECREASED68,08169,379-1,298-2%$3.3M$3.2M-$149.0K2026-10-26
Worthington Financial Partners, LLC
INCREASED67,45167,315+136+0%$3.2M$3.2M-$79.1K2026-10-13
Atria Investments, Inc
DECREASED66,40575,933-9,528-13%$3.7M$3.1M-$543.4K2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED66,31266,737-425-1%$3.2M$3.1M-$104.7K2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED65,65371,345-5,692-8%$3.4M$3.1M-$357.6K2026-10-23
KPP Advisory Services LLC
DECREASED64,23676,225-11,989-16%$3.7M$3.0M-$659.2K2026-10-26
Level Four Advisory Services, LLC
INCREASED63,55263,204+348+1%$3.0M$3.0M-$63.9K2026-11-06
Elevated Capital Advisors, LLC
DECREASED61,67763,732-2,055-3%$3.1M$2.9M-$177.4K2026-11-04
Westside Investment Management, Inc.
INCREASED59,58449,125+10,459+21%$2.4M$2.8M+$429.6K2026-11-02
Wedbush Securities Inc
INCREASED59,36051,496+7,864+15%$2.5M$2.8M+$304.0K2026-10-22
Park Avenue Securities LLC
DECREASED58,13860,333-2,195-4%$2.9M$2.7M-$180.0K2026-10-26
Signature Estate & Investment Advisors LLC
DECREASED55,65660,444-4,788-8%$2.9M$2.6M-$301.4K2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED54,18049,763+4,417+9%$2.4M$2.5M+$144.0K2026-10-19
Bank of New York Mellon Corp
DECREASED53,45154,604-1,153-2%$2.6M$2.5M-$123.5K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED51,85747,210+4,647+10%$2.3M$2.4M+$158.0K2026-10-26
CLG LLC
DECREASED47,72548,826-1,101-2%$2.4M$2.2M-$113.6K2026-10-13
Fairvoy Private Wealth, LLC
DECREASED45,53270,427-24,895-35%$3.4M$2.1M-$1.3M2026-10-19
Finward Bancorp
DECREASED44,44344,553-1100%$2.1M$2.1M-$61.7K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED43,48239,396+4,086+10%$1.9M$2.0M+$141.6K2026-10-23
Harbor Investment Advisory, LLC
DECREASED42,61649,778-7,162-14%$2.4M$2.0M-$399.2K2026-10-13
Iams Wealth Management, LLC
DECREASED42,55959,066-16,507-28%$2.8M$2.0M-$849.4K2026-10-15
Savant Capital, LLC
DECREASED39,63640,142-506-1%$1.9M$1.9M-$74.7K2026-11-06
Accel Wealth Management
DECREASED39,42239,960-538-1%$1.9M$1.8M-$76.0K2026-10-13
Tcfg Investment Advisors, LLC
INCREASED38,80838,802+6+0%$1.9M$1.8M-$49.0K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED38,51838,273+245+1%$1.9M$1.8M-$46.7K2026-10-13
True Blue Financial, LLC
DECREASED38,24940,477-2,228-5%$2.0M$1.8M-$155.9K2026-10-15
Private Trust Co NA
INCREASED38,07337,382+691+2%$1.8M$1.8M-$15.1K2026-10-20
Laurel Wealth Planning LLC
DECREASED37,69240,174-2,482-6%$1.9M$1.8M-$167.4K2026-11-02
Apollon Financial, LLC
DECREASED37,24937,555-306-1%$1.8M$1.7M-$62.0K2026-10-23
Kennedy Investment Group, Inc.
DECREASED37,13439,748-2,614-7%$1.9M$1.7M-$173.1K2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED36,60435,999+605+2%$1.7M$1.7M-$17.3K2026-10-08
Comprehensive Financial Consultants Institutional, Inc.
INCREASED35,07234,444+628+2%$1.7M$1.6M-$14.3K2026-10-15
Encompass Wealth Advisors, LLC
INCREASED35,00017,500+17,500+100%$843.2K$1.6M+$798.7K2026-10-15
ERn Financial, LLC
DECREASED34,79136,377-1,586-4%$1.8M$1.6M-$120.6K2026-10-28
Spire Wealth Management
INCREASED34,38333,475+908+3%$1.6M$1.6M+$1142026-10-30
Centurion Wealth Management LLC
INCREASED34,20233,393+809+2%$1.6M$1.6M-$4.4K2026-10-13
StoneX Group Inc.
INCREASED33,89231,068+2,824+9%$1.5M$1.6M+$117.1K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED33,88134,470-589-2%$1.7M$1.6M-$71.4K2026-10-16
Prism Advisors, Inc.
DECREASED33,78536,677-2,892-8%$1.8M$1.6M-$158.9K2026-10-09
Claro Advisors Inc.
DECREASED33,59435,543-1,949-5%$1.7M$1.6M-$136.6K2026-11-02
Argyle Capital Partners, LLC
INCREASED33,48532,412+1,073+3%$1.6M$1.6M+$9.2K2026-10-23
Walker Asset Management, LLC
INCREASED33,33333,133+200+1%$1.6M$1.6M-$32.7K2026-10-13
Intrua Financial, LLC
DECREASED31,00534,208-3,203-9%$1.6M$1.5M-$193.7K2026-10-28
Venture Visionary Partners LLC
DECREASED30,70132,635-1,934-6%$1.6M$1.4M-$132.2K2026-10-07
Lanark Financial, Inc.
DECREASED29,91730,788-871-3%$1.5M$1.4M-$80.0K2026-10-26
PFG Advisors
DECREASED29,76930,022-253-1%$1.4M$1.4M-$50.0K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED29,76329,739+24+0%$1.4M$1.4M-$36.6K2026-10-15
BridgePort Financial Solutions, LLC
DECREASED29,67930,997-1,318-4%$1.5M$1.4M-$101.2K2026-11-02
Carlson Financial, Inc.
DECREASED29,38330,031-648-2%$1.4M$1.4M-$68.5K2026-11-05
MBE Wealth Management, LLC
DECREASED29,06830,041-973-3%$1.4M$1.4M-$83.8K2026-10-26
Mission Financial Group, LLC
DECREASED28,86731,666-2,799-9%$1.5M$1.4M-$171.5K2026-10-21
Perryman Financial Advisory Inc
DECREASED28,51929,811-1,292-4%$1.4M$1.3M-$98.5K2026-10-16
QTR Family Wealth, LLC
DECREASED28,15329,739-1,586-5%$1.4M$1.3M-$112.2K2026-11-02
Koshinski Asset Management, Inc.
DECREASED27,60728,552-945-3%$1.4M$1.3M-$80.6K2026-10-29
Focus Financial Network, Inc.
DECREASED27,40329,754-2,351-8%$1.4M$1.3M-$148.1K2026-10-14
First Heartland Consultants, Inc.
DECREASED26,87227,216-344-1%$1.3M$1.3M-$50.7K2026-10-08
Blueprint Investment Partners LLC
INCREASED26,57626,150+426+2%$1.3M$1.2M-$13.2K2026-10-28
Blueprint Financial Advisors LLC
INCREASED26,57526,150+425+2%$1.3M$1.2M-$13.3K2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
DECREASED26,15330,719-4,566-15%$1.5M$1.2M-$253.2K2026-10-09
Sovran Advisors, LLC
DECREASED25,86729,705-3,838-13%$1.5M$1.3M-$208.5K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED25,45228,178-2,726-10%$1.4M$1.2M-$162.2K2026-10-30
Sowell Financial Services LLC
DECREASED25,32226,546-1,224-5%$1.3M$1.2M-$91.2K2026-10-23
Columbia Advisory Partners LLC
DECREASED24,90125,010-1090%$1.2M$1.2M-$36.9K2026-10-15
Signature Equity Partners, LLC
INCREASED24,8921,435+23,457+1635%$69.1K$1.2M+$1.1M2026-10-29
tru Independence LLC
DECREASED24,83126,030-1,199-5%$1.3M$1.2M-$89.3K2026-10-20
GGM Financial LLC
INCREASED24,77324,702+71+0%$1.2M$1.2M-$28.1K2026-11-05
Crusonia Wealth Advisors LLC
DECREASED24,74425,274-530-2%$1.2M$1.2M-$57.0K2026-10-26
Spectrum Wealth Advisory Group, LLC
DECREASED23,80124,728-927-4%$1.2M$1.1M-$74.9K2026-10-29
MGO One Seven LLC
DECREASED23,77426,549-2,775-10%$1.3M$1.1M-$163.9K2026-10-28
Winebrenner Capital Management LLC
DECREASED23,34823,370-220%$1.1M$1.1M-$30.7K2026-10-07
Integrity Alliance, Llc.
INCREASED23,22121,743+1,478+7%$1.0M$1.1M+$41.7K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED22,77729,809-7,032-24%$1.4M$1.1M-$367.7K2026-11-04
AdvisorNet Financial, Inc
DECREASED22,70323,161-458-2%$1.1M$1.1M-$17.8K2026-10-15
Vaquero Private Wealth, LTD
DECREASED22,50230,412-7,910-26%$1.5M$1.1M-$409.7K2026-10-27
Daymark Wealth Partners, LLC
DECREASED22,21222,520-308-1%$1.1M$1.0M-$43.1K2026-11-04
Fonville Wealth Management LLC
DECREASED22,00322,623-620-3%$1.1M$1.0M-$57.8K2026-10-28
Global Assets Advisory, LLC
DECREASED21,89822,256-358-2%$1.1M$1.0M-$47.9K2026-10-28
Lighthouse Wealth Management Inc.
DECREASED21,86922,416-547-2%$1.1M$1.0M-$54.1K2026-10-13
Main Line Retirement Advisors, LLC
DECREASED21,59322,417-824-4%$1.1M$1.0M-$67.1K2026-10-14
RVW Wealth, LLC
DECREASED21,47421,974-500-2%$1.1M$1.0M-$51.4K2026-10-06
J. Derek Lewis & Associates Inc.
INCREASED21,43721,396+41+0%$1.0M$1.0M-$25.3K2026-11-03
Midwest Financial Network, LLC
DECREASED20,80044,397-23,597-53%$2.1M$975.7K-$1.2M2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED20,61920,288+331+2%$977.5K$967.2K-$10.2K2026-10-16
Capital Square, LLC
DECREASED20,58021,527-947-4%$1.1M$965.4K-$89.2K2026-10-19
BIP Wealth, LLC
DECREASED20,42520,915-490-2%$1.0M$958.1K-$49.5K2026-10-22
Purus Wealth Management, LLC
DECREASED19,67122,744-3,073-14%$1.1M$922.8K-$173.0K2026-10-15
Holos Integrated Wealth LLC
INCREASED18,93218,918+14+0%$935.7K$926.1K-$9.6K2026-10-23
Formidable Asset Management, LLC
DECREASED18,36318,763-400-2%$882.4K$884.8K+$2.3K2026-11-03
Trueblood Wealth Management, LLC
INCREASED18,26218,020+242+1%$868.2K$856.7K-$11.5K2026-10-23
Pacific Excel Wealth Advisors, Inc.
NEW18,247—+18,247——$862.8K—2026-10-27
EverSource Wealth Advisors, LLC
INCREASED17,94717,341+606+3%$835.5K$841.9K+$6.4K2026-11-04
4Wealth Advisors, Inc.
INCREASED17,81816,249+1,569+10%$787.0K$842.6K+$55.7K2026-10-13
Bernardo Wealth Planning LLC
INCREASED17,55011,147+6,403+57%$537.1K$823.3K+$286.2K2026-10-23
BostonPremier Wealth LLC
INCREASED17,16117,135+26+0%$825.6K$805.0K-$20.5K2026-10-16
Virtus Wealth Solutions LLC
INCREASED17,09416,970+124+1%$817.6K$801.9K-$15.7K2026-11-03
Founders Financial Securities LLC
DECREASED16,88617,076-190-1%$822.7K$792.1K-$30.6K2026-10-28
City Center Advisors, LLC
INCREASED16,86916,857+12+0%$812.2K$791.3K-$20.8K2026-10-08
Miramontes Capital, LLC
INCREASED16,52716,526+1+0%$796.2K$775.3K-$21.0K2026-10-19
Apollon Wealth Management, LLC
INCREASED16,32412,200+4,124+34%$587.8K$765.8K+$178.0K2026-10-23
Private Client Services, LLC
INCREASED16,10815,784+324+2%$760.5K$755.6K-$4.8K2026-10-02
Caliber Wealth Management, LLC / KS
DECREASED16,01917,513-1,494-9%$843.8K$751.4K-$92.3K2026-11-04
Simplicity Wealth,LLC
INCREASED15,84911,747+4,102+35%$566.0K$743.5K+$177.5K2026-10-23
PTM Wealth Management, LLC
INCREASED15,07815,015+63+0%$749.4K$714.7K-$34.7K2026-10-23
Castle Rock Wealth Management, LLC
UNCHANGED14,96314,96300%$725.4K$709.2K-$16.2K2026-10-09
Triumph Capital Management
DECREASED14,58414,924-340-2%$719.0K$684.1K-$34.9K2026-10-14
Santori & Peters, Inc.
DECREASED13,70217,634-3,932-22%$849.6K$642.8K-$206.8K2026-10-26
CoreCap Advisors, LLC
DECREASED13,25513,304-490%$641.0K$621.8K-$19.2K2026-10-08
Acorn Wealth Advisors, LLC
DECREASED13,23715,216-1,979-13%$733.1K$621.0K-$112.1K2026-10-19
Able Financial Group, LLC
DECREASED13,17214,686-1,514-10%$707.6K$617.9K-$89.6K2026-10-14
Mezzasalma Advisors, LLC
INCREASED13,11913,057+62+0%$629.1K$615.4K-$13.7K2026-10-14
Novem Group
INCREASED12,78312,620+163+1%$608.1K$599.6K-$8.4K2026-10-19
SFG Wealth Management, Llc.
DECREASED12,57113,103-532-4%$631.3K$589.7K-$41.6K2026-10-23
TriaGen Wealth Management LLC
UNCHANGED12,45912,45900%$600.3K$584.5K-$15.8K2026-10-14
Cadent Capital Advisors, LLC
INCREASED12,45112,405+46+0%$597.7K$584.1K-$13.6K2026-10-09
Appalachian Capital Management Ltd
DECREASED12,33112,442-111-1%$599.5K$578.4K-$21.0K2026-10-14
Shakespeare Wealth Management, LLC
UNCHANGED12,02912,02900%$579.6K$564.3K-$15.3K2026-10-28
CX Institutional
DECREASED11,93912,068-129-1%$581$560-$212026-10-02
Leo Wealth, LLC
NEW11,866—+11,866——$556.6K—2026-10-26
Inspirion Wealth Advisors, LLC
DECREASED11,82911,859-300%$574.9K$554.9K-$20.0K2026-10-09
Sage Mountain Advisors LLC
UNCHANGED11,74411,74400%$565.8K$550.9K-$14.9K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED11,62911,612+17+0%$559.3K$545.3K-$13.9K2026-10-21
MTM Investment Management, LLC
DECREASED11,07411,394-320-3%$549.0K$519.5K-$29.5K2026-10-30
Integrated Advisors Network LLC
DECREASED10,95210,998-460%$529.9K$513.8K-$16.1K2026-10-20
Strategic Blueprint, LLC
DECREASED10,77911,201-422-4%$539.7K$505.7K-$34.0K2026-10-22
Blue Trust, Inc.
DECREASED10,57010,632-62-1%$512.3K$495.8K-$16.4K2026-10-15
Trademark Financial Management, LLC
DECREASED10,54011,839-1,299-11%$570.4K$494.4K-$76.0K2026-10-23
Archer Investment Corp
UNCHANGED10,44410,44400%$503.2K$489.9K-$13.3K2026-11-05
Keystone Wealth Services, LLC
DECREASED10,41710,497-80-1%$505.7K$492.6K-$13.1K2026-11-03
Willner & Heller, LLC
DECREASED10,38111,034-653-6%$531.6K$487.0K-$44.6K2026-10-28
Greenleaf Trust
INCREASED10,2979,649+648+7%$464.9K$483.0K+$18.1K2026-10-29
Parallel Advisors, LLC
DECREASED10,15511,854-1,699-14%$571.1K$476.4K-$94.8K2026-11-03
Acorn Financial Advisory Services Inc
DECREASED9,83814,687-4,849-33%$707.6K$461.5K-$246.1K2026-11-02
SLT Holdings LLC
INCREASED9,5639,238+325+4%$445.1K$448.6K+$3.5K2026-10-15
Richmond Investment Services, LLC
DECREASED9,5299,946-417-4%$479.2K$447.0K-$32.2K2026-10-29
Old Port Advisors
DECREASED9,3859,542-157-2%$459.7K$440.3K-$19.5K2026-10-23
TopTier Wealth Management, LLC
DECREASED9,3859,432-470%$454.4K$440.3K-$14.2K2026-10-16
Vise Technologies, Inc.
DECREASED9,3849,989-605-6%$481.3K$440.2K-$41.0K2026-10-29
Fermata Advisors, LLC
DECREASED9,34110,255-914-9%$494.1K$438.2K-$55.9K2026-10-13
Waterfront Wealth Inc.
UNCHANGED9,2559,25500%$453.4K$458.5K+$5.1K2026-11-03
Indivisible Partners
INCREASED9,2549,242+12+0%$445.3K$434.1K-$11.2K2026-10-26
Ehrlich Financial Group
UNCHANGED9,2329,23200%$444.8K$433.1K-$11.7K2026-10-20
Citizens Financial Group Inc
UNCHANGED9,1979,19700%$443.1K$431.5K-$11.7K2026-10-23
IMG Wealth Management, Inc.
DECREASED9,1849,369-185-2%$451.4K$430.8K-$20.6K2026-10-27
Rossby Financial, LCC
INCREASED9,0928,471+621+7%$408.1K$426.5K+$18.4K2026-11-05
Florida Trust Wealth Management Co
DECREASED8,7939,266-473-5%$446.4K$412.5K-$34.0K2026-11-05
HB Wealth Management, LLC
INCREASED8,7497,078+1,671+24%$341.0K$410.4K+$69.4K2026-10-23
Choreo, LLC
INCREASED8,5328,195+337+4%$394.8K$400.2K+$5.4K2026-10-28
Obsidian CIO, LLC
DECREASED8,09914,151-6,052-43%$681.8K$379.9K-$301.9K2026-11-05
Gamma Investing LLC
DECREASED8,09310,443-2,350-22%$503.1K$379.6K-$123.5K2026-10-08
DB&C Advisors, LLC
DECREASED8,0028,014-120%$386.1K$375.4K-$10.8K2026-10-26
Key Capital Management, Inc
INCREASED7,97351+7,922+15533%$2.5K$397.2K+$394.8K2026-11-03
Milestones Private Investment Advisors LLC
UNCHANGED7,8787,87800%$379.6K$369.6K-$10.0K2026-10-19
Weitzel Financial Services, Inc.
UNCHANGED7,6327,63200%$375.0K$359.0K-$16.1K2026-10-16
Balboa Wealth Partners
INCREASED7,2487,246+2+0%$349.1K$340.0K-$9.1K2026-10-20
Bison Wealth, LLC
DECREASED7,1227,212-90-1%$353.9K$341.6K-$12.2K2026-10-13
Davenport & Co LLC
UNCHANGED7,0327,03200%$338.8K$329.9K-$8.9K2026-10-14
Brighton Jones LLC
INCREASED7,0296,942+87+1%$334.5K$329.7K-$4.7K2026-11-03
Asio Capital, LLC
NEW6,954—+6,954——$326.2K—2026-10-19
Redwood Financial Network Corp
INCREASED6,8686,859+9+0%$330.5K$322.2K-$8.3K2026-11-03
Retirement Planning Group, LLC
DECREASED6,8677,064-197-3%$340.3K$322.1K-$18.2K2026-10-19
Brookstone Capital Management
INCREASED6,8666,357+509+8%$306.3K$322.1K+$15.8K2026-10-22
Intelligence Driven Advisers, LLC
UNCHANGED6,7326,73200%$324.3K$315.8K-$8.6K2026-10-09
Sagespring Wealth Partners, LLC
DECREASED6,6667,015-349-5%$338.0K$312.7K-$25.3K2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED6,5596,646-87-1%$320.2K$307.7K-$12.5K2026-10-13
Diversify Wealth Management, LLC
INCREASED6,4816,265+216+3%$314.3K$316.7K+$2.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED6,4816,265+216+3%$314.3K$316.7K+$2.4K2026-10-20
RDA Financial Network
DECREASED6,4136,438-250%$310.2K$300.8K-$9.3K2026-10-15
HBW Advisory Services LLC
DECREASED6,36728,045-21,678-77%$1.4M$298.7K-$1.1M2026-10-15
Nations Financial Group Inc,
INCREASED6,3406,031+309+5%$290.6K$297.4K+$6.8K2026-11-05
Csenge Advisory Group
INCREASED6,3355,988+347+6%$288.5K$297.2K+$8.7K2026-11-04
Clearstead Advisors, LLC
INCREASED6,3226,317+5+0%$304.3K$296.6K-$7.8K2026-11-06
LexAurum Advisors, LLC
DECREASED6,3106,337-270%$305.3K$296.0K-$9.3K2026-10-19
Mccarter Private Wealth Services LLC
UNCHANGED6,2616,26100%$301.7K$293.7K-$8.0K2026-10-22
Omni 360 Wealth, Inc.
UNCHANGED6,1646,16400%$297.0K$289.1K-$7.8K2026-10-13
Gratus Wealth Advisors, LLC
UNCHANGED6,1586,15800%$296.7K$288.9K-$7.8K2026-10-26
Opal Wealth Advisors, LLC
INCREASED6,1496,148+1+0%$296.2K$288.5K-$7.8K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED6,1006,095+5+0%$293.7K$286.1K-$7.5K2026-10-16
United Advisor Group, LLC
DECREASED6,0746,165-91-1%$297.0K$284.9K-$12.1K2026-11-03
Ballast Rock Private Wealth LLC
INCREASED6,0676,053+14+0%$291.6K$284.6K-$7.0K2026-10-26
Accelerate Investment Advisors LLC
INCREASED6,0456,021+24+0%$290.1K$283.6K-$6.6K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED5,8995,971-72-1%$287.7K$276.7K-$11.0K2026-11-03
Variant Private Wealth, LLC
INCREASED5,8285,796+32+1%$279.3K$273.4K-$5.9K2026-10-21
Commonwealth Financial Services, LLC
UNCHANGED5,7855,78500%$278.7K$271.4K-$7.3K2026-10-20
Oxler Private Wealth LLC
INCREASED5,7515,720+31+1%$275.6K$269.8K-$5.8K2026-10-21
Advisory Advocates, LLC
UNCHANGED5,6745,67400%$273.4K$266.2K-$7.2K2026-11-05
Peak Financial Management, Inc.
UNCHANGED5,6305,63000%$271.3K$264.1K-$7.2K2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED5,6205,62000%$270.8K$263.6K-$7.1K2026-10-27
Maltin Wealth Management, Inc.
UNCHANGED5,6155,61500%$270.5K$263.4K-$7.1K2026-10-13
HUB Investment Partners, LLC
DECREASED5,6115,973-362-6%$287.8K$263.2K-$24.6K2026-11-03
Uniting Wealth Partners, LLC
INCREASED5,4975,337+160+3%$257.1K$257.9K+$7272026-11-06
CFC Planning Co LLC
DECREASED5,4845,651-167-3%$272.3K$257.3K-$15.0K2026-10-28
WealthTrust Asset Management, LLC
UNCHANGED5,4815,48100%$264.1K$257.1K-$7.0K2026-10-22
GSG Advisors LLC
NEW5,457—+5,457——$256.0K—2026-11-03
Creative Financial Designs Inc
DECREASED5,4436,990-1,547-22%$336.8K$255.3K-$81.4K2026-11-04
KFA Private Wealth Group, LLC
UNCHANGED5,3905,39000%$259.7K$252.8K-$6.8K2026-10-07
Richards, Merrill & Peterson, Inc.
INCREASED5,3875,235+152+3%$252.2K$252.7K+$4822026-10-19
Avantax Planning Partners, Inc.
UNCHANGED5,3655,36500%$258.5K$251.7K-$6.8K2026-11-03
Skyline Advisors, Inc.
DECREASED5,3635,367-40%$258.6K$251.6K-$7.0K2026-11-03
Guerra PAN Advisors, LLC
DECREASED5,3585,978-620-10%$288.0K$262.1K-$25.9K2026-10-26
Avidian Wealth Enterprises, LLC
NEW5,342—+5,342——$250.6K—2026-10-08
Whelan Financial
UNCHANGED5,2935,29300%$255.0K$248.3K-$6.7K2026-10-28
FSM Wealth Advisors, LLC
UNCHANGED5,2855,28500%$254.6K$251.6K-$3.1K2026-10-27
Facet Wealth, Inc.
INCREASED5,2154,770+445+9%$229.8K$244.6K+$14.8K2026-11-04
Oak Barrel Wealth Advisory LLC
UNCHANGED5,1595,15900%$248.6K$242.0K-$6.6K2026-11-05
Core Wealth Partners LLC
DECREASED5,0545,552-498-9%$267.5K$237.1K-$30.4K2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED5,0364,932+104+2%$237.6K$236.2K-$1.4K2026-10-14
Kestra Investment Management, LLC
DECREASED4,9485,218-270-5%$251.4K$232.1K-$19.3K2026-11-04
Strategy Asset Managers LLC
DECREASED4,9364,992-56-1%$240.5K$231.5K-$9.0K2026-10-14
Stenger Family Office, LLC
DECREASED4,9255,094-169-3%$245.4K$236.8K-$8.6K2026-10-22
Axiom Investment Management LLC
UNCHANGED4,9234,92300%$237.2K$230.9K-$6.3K2026-11-03
Sound Income Strategies, LLC
UNCHANGED4,9084,90800%$236.5K$233.6K-$2.8K2026-10-09
Mach-1 Financial Group, LLC
DECREASED4,9079,696-4,789-49%$467.2K$230.2K-$237.0K2026-11-06
Ritholtz Wealth Management
DECREASED4,8394,876-37-1%$234.9K$227.0K-$8.0K2026-11-05
MSH Capital Advisors LLC
INCREASED4,7844,544+240+5%$218.9K$224.4K+$5.5K2026-11-03
Platt Wealth Management LLC
UNCHANGED4,7664,76600%$229.0K$223.0K-$6.0K2026-11-04
Encompass More Asset Management
NEW4,710—+4,710——$220.9K—2026-10-16
SeaCrest Wealth Management, LLC
UNCHANGED4,6914,69100%$226.0K$220.0K-$6.0K2026-10-21
Aprio Wealth Management, LLC
INCREASED4,6494,648+1+0%$223.9K$218.1K-$5.9K2026-10-28
Visionary Wealth Advisors
INCREASED4,5554,554+1+0%$219.4K$213.7K-$5.7K2026-11-04
Tortuga Wealth Management, Inc
INCREASED4,5374,535+2+0%$218.5K$213.0K-$5.5K2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED4,4834,617-134-3%$222.4K$210.3K-$12.1K2026-10-28
Avior Wealth Management, LLC
DECREASED4,3894,610-221-5%$222.1K$205.9K-$16.3K2026-10-13
Pinnacle Bancorp, Inc.
DECREASED4,1786,538-2,360-36%$315.0K$196.0K-$119.0K2026-10-21
Compass Financial Management LLC
UNCHANGED3,8173,81700%$187.0K$179.1K-$8.0K2026-10-30
Root Financial Partners, LLC
DECREASED3,6914,524-833-18%$218.0K$173.2K-$44.8K2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED3,4413,44100%$165.8K$161.4K-$4.4K2026-10-30
Gen-Wealth Partners Inc
UNCHANGED3,1203,12000%$150.3K$146.4K-$4.0K2026-11-04
Trust Co of Vermont
UNCHANGED3,0803,08000%$148.4K$144.5K-$3.9K2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED2,8062,80600%$135.2K$131.6K-$3.6K2026-10-23
NBT Bank, N.A.
INCREASED2,7972,781+16+1%$134.0K$131.2K-$2.8K2026-10-21
Cullen T Bankers, Inc.
INCREASED2,7081,639+1,069+65%$79.0K$127.0K+$48.1K2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED2,6002,60000%$125.3K$122.0K-$3.3K2026-10-16
Next Level Wealth Planning, LLC
NEW2,367—+2,367——$111.0K—2026-10-29
First Command Advisory Services, Inc.
DECREASED2,2976,477-4,180-65%$312.1K$108.0K-$204.1K2026-11-05
Thompson Investment Management, Inc.
UNCHANGED2,1532,15300%$103.7K$101.0K-$2.7K2026-10-14
Accordant Advisory Group Inc
UNCHANGED2,0642,06400%$99.4K$96.8K-$2.6K2026-10-29
Bfsg, LLC
UNCHANGED1,9231,92300%$92.7K$90.2K-$2.4K2026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED1,7701,77000%$86.8K$83.2K-$3.6K2026-11-04
Balance Wealth Partners LLC
NEW1,740—+1,740——$81.6K—2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED1,7191,71900%$82.8K$80.6K-$2.2K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED1,7021,366+336+25%$65.8K$79.8K+$14.0K2026-11-05
Ascentis Independent Advisors
INCREASED1,617671+946+141%$32.3K$75.9K+$43.5K2026-11-03
Washington Trust Advisors, Inc.
DECREASED1,5751,625-50-3%$78.3K$73.9K-$4.4K2026-10-22
Valued Wealth Advisors LLC
NEW1,509—+1,509——$70.8K—2026-11-05
Oakworth Capital, Inc.
UNCHANGED1,5001,50000%$72.3K$70.4K-$1.9K2026-10-26
Reap Financial Group, LLC
INCREASED1,4621,458+4+0%$70.3K$68.6K-$1.7K2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED1,3981,39800%$67.3K$65.6K-$1.8K2026-11-04
Center for Financial Planning, Inc.
DECREASED1,3861,387-10%$66.8K$65.1K-$1.8K2026-10-26
Avion Wealth
UNCHANGED1,2561,25600%$60.0K$58-$59.9K2026-11-04
Nemes Rush Group LLC
INCREASED1,1951,189+6+1%$57.3K$56.1K-$1.2K2026-11-04
Abound Wealth Management
UNCHANGED1,1821,18200%$56.9K$55.4K-$1.5K2026-10-26
Pathway Financial Advisers, LLC
NEW1,096—+1,096——$51.4K—2026-10-27
Parkside Financial Bank & Trust
UNCHANGED1,0941,09400%$52.7K$51.3K-$1.4K2026-10-27
Valley National Advisers Inc
UNCHANGED1,0941,09400%$52.7K$51.3K-$1.4K2026-10-23
Jacobi Capital Management LLC
NEW1,074—+1,074——$50.4K—2026-11-05
Navigoe, LLC
UNCHANGED1,0721,07200%$51$50.0K+$49.9K2026-11-04
North Star Investment Management Corp.
INCREASED1,0591,053+6+1%$50.8K$49.7K-$1.1K2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED1,0431,04300%$50.3K$48.9K-$1.3K2026-10-22
Raleigh Capital Management Inc.
INCREASED985981+4+0%$47.2K$46.2K-$1.0K2026-10-28
Rydar Equities, Inc.
NEW905—+905——$42.6K—2026-10-13
Compass Wealth Management LLC
NEW888—+888——$41.7K—2026-10-22
Quaker Wealth Management, LLC
INCREASED852847+5+1%$40.8K$40.0K-$8612026-10-22
Caldwell Trust Co
UNCHANGED75975900%$36.6K$35.6K-$9642026-10-30
Mowery & Schoenfeld Wealth Management, LLC
DECREASED7411,141-400-35%$55.0K$34.8K-$20.2K2026-10-28
Livelsberger Financial Advisory
NEW625—+625——$29.3K—2026-10-28
IFS Advisors, LLC
NEW606—+606——$28.4K—2026-10-14
Hilltop National Bank
UNCHANGED60560500%$29.1K$28.4K-$7682026-10-14
Signaturefd, LLC
UNCHANGED59359300%$28.6K$27.8K-$7382026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED55055000%$26.5K$25.8K-$6982026-11-03
TD Waterhouse Canada Inc.
UNCHANGED50050000%$24.2K$23.5K-$7502026-10-16
RMG Wealth Management LLC
UNCHANGED50050000%$25.3K$25.2K-$602026-10-26
Asset Dedication, LLC
UNCHANGED49849800%$24.0K$23.4K-$6322026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED480451+29+6%$21.7K$22.5K+$7882026-11-02
Citizens National Bank Trust Department
UNCHANGED45045000%$21.7K$21.1K-$5712026-11-04
Eastern Bank
UNCHANGED39739700%$19.1K$18.6K-$5042026-10-05
Plante Moran Financial Advisors, LLC
UNCHANGED35435400%$17.1K$16.6K-$4502026-11-04
Mosley Wealth Management
INCREASED337335+2+1%$16.1K$16.5K+$3202026-10-16
Sfam, LLC
UNCHANGED33333300%$16.0K$15.6K-$4232026-11-03
Hanson & Doremus Investment Management
NEW299—+299——$14.0K—2026-10-16
Highline Wealth Partners LLC
INCREASED294293+1+0%$14.1K$13.8K-$3352026-10-19
Salomon & Ludwin, LLC
UNCHANGED27127100%$13.1K$12.7K-$4252026-10-29
Heritage Family Offices, LLP
NEW268—+268——$12.6K—2026-11-02
Lodestone Wealth Management LLC
UNCHANGED24324300%$11.7K$11.4K-$3092026-10-14
Ascentis Wealth Management, LLC
UNCHANGED23723700%$11.4K$11.1K-$3012026-11-03
PFS Partners, LLC
DECREASED234247-13-5%$11.9K$11.0K-$9112026-10-21
Canton Hathaway, LLC
NEW223—+223——$10.5K—2026-10-23
KFG LLC
NEW213—+213——$10.0K—2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED20020000%$10$9-$12026-11-04
GHP Investment Advisors, Inc.
INCREASED189188+1+1%$9.0K$8.9K-$1912026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED15515500%$7.5K$7.3K-$1962026-10-14
Buck Wealth Strategies, LLC
UNCHANGED14714700%$7.1K$6.9K-$1862026-10-28
Lloyd Advisory Services, Llc.
UNCHANGED13613600%$6.5K$6.4K-$1392026-11-02
Downshift Financial, LLC
UNCHANGED13513500%$6.5K$6.3K-$1712026-10-13
Hughes Financial Services, LLC
UNCHANGED12712700%$6.1K$6.4K+$2982026-10-30
Redwood Park Advisors LLC
UNCHANGED12512500%$6.0K$5.9K-$1592026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED11311300%$5.4K$5.3K-$1442026-10-27
Central Trust Co
UNCHANGED10510500%$5.1K$4.9K-$1332026-11-05
Evolution Wealth Management Inc.
UNCHANGED10510500%$5.1K$4.9K-$1332026-10-28
SBI Securities Co., Ltd.
DECREASED99103-4-4%$5.0K$4.6K-$3192026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED777700%$3.7K$3.6K-$782026-10-16
Main Street Group, LTD
UNCHANGED5500%$241$235-$62026-10-28
Axxcess Wealth Management, LLC
CLOSED049,774-49,774-100%$2.4M$0-$2.4M2026-10-21
Y-Intercept (Hong Kong) Ltd
CLOSED031,660-31,660-100%$1.5M$0-$1.5M2026-10-16
Old Mission Investment Co LLC
CLOSED05,820-5,820-100%$280.4K$0-$280.4K2026-10-22
Nilsine Partners, LLC
CLOSED05,231-5,231-100%$252.0K$0-$252.0K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED04,709-4,709-100%$226.9K$0-$226.9K2026-10-14
SAX Wealth Advisors, LLC
CLOSED04,575-4,575-100%$215.2K$0-$215.2K2026-10-13
Total Clarity Wealth Management, Inc.
CLOSED04,478-4,478-100%$215.8K$0-$215.8K2026-10-26
Tucker Asset Management LLC
CLOSED04,327-4,327-100%$208.5K$0-$208.5K2026-10-29
ACT Advisors, Llc.
CLOSED04,178-4,178-100%$201.3K$0-$201.3K2026-10-15
Grantvest Financial Group LLC
CLOSED04,156-4,156-100%$200.2K$0-$200.2K2026-10-21
Wedmont Private Capital
CLOSED04,091-4,091-100%$200.4K$0-$200.4K2026-10-09
LifeSteps Financial, Inc.
CLOSED01,901-1,901-100%$91.6K$0-$91.6K2026-10-15
Bokf, NA
CLOSED01,163-1,163-100%$56.0K$0-$56.0K2026-10-27
Gill Capital Partners, LLC
CLOSED0483-483-100%$23.3K$0-$23.3K2026-10-13
Aspect Partners, LLC
CLOSED0470-470-100%$22.6K$0-$22.6K2026-10-20
Sterling Capital Management LLC
CLOSED0178-178-100%$8.6K$0-$8.6K2026-10-22
Salem Investment Counselors Inc
CLOSED0148-148-100%$7.1K$0-$7.1K2026-10-13
Eukles Asset Management
CLOSED061-61-100%$2.9K$0-$2.9K2026-11-04
Kozak & Associates, Inc.
CLOSED01-1-100%$28$0-$282026-10-29
Morgan Stanley
N/A—17,493,310-17,493,310-100%$842.8M———
LPL Financial LLC
N/A—15,986,208-15,986,208-100%$770.2M———
Bank of America Corp
N/A—5,272,946-5,272,946-100%$254.1M———
Wells Fargo & Company
N/A—5,135,074-5,135,074-100%$247.4M———
Raymond James Financial Inc
N/A—5,066,739-5,066,739-100%$244.1M———
Royal Bank of Canada
N/A—3,182,055-3,182,055-100%$153.3M———
Envestnet Asset Management Inc
N/A—3,178,839-3,178,839-100%$153.2M———
UBS Group AG
N/A—3,062,609-3,062,609-100%$147.6M———
Stifel Financial Corp
N/A—2,214,926-2,214,926-100%$106.7M———
Osaic Holdings, Inc.
N/A—2,012,367-2,012,367-100%$97.0M———
Cetera Investment Advisers
N/A—1,886,816-1,886,816-100%$90.9M———
HighTower Advisors, LLC
N/A—1,562,931-1,562,931-100%$75.3M———
JPMorgan Chase & Co
N/A—1,043,639-1,043,639-100%$50.5M———
Private Advisor Group, LLC
N/A—1,026,523-1,026,523-100%$49.5M———
Baird Financial Group, Inc.
N/A—889,586-889,586-100%$42.9M———
Two Sigma Investments, LP
N/A—658,000-658,000-100%$31.7M———
Jones Financial Companies Lllp
N/A—643,171-643,171-100%$31.2M———
NewEdge Advisors, LLC
N/A—584,925-584,925-100%$28.2M———
Intellus Advisors LLC
N/A—560,870-560,870-100%$27.0M———
Benjamin Edwards Inc
N/A—548,951-548,951-100%$26.5M———
Rockefeller Capital Management L.P.
N/A—527,597-527,597-100%$25.4M———
Janney Montgomery Scott LLC
N/A—519,462-519,462-100%$25.0M———
MML Investors Services, LLC
N/A—499,073-499,073-100%$24.0M———
Harbour Investments, Inc.
N/A—460,586-460,586-100%$22.2M———
IFG Advisory, LLC
N/A—405,748-405,748-100%$19.5M———
Equitable Holdings, Inc.
N/A—394,085-394,085-100%$19.0M———
Xcelsior Advisor Partners LLC
N/A—374,997-374,997-100%$18.1M———
Solano Wealth Investment Advisors LLC
N/A—372,837-372,837-100%$18.0M———
Stratos Wealth Partners, Ltd.
N/A—329,901-329,901-100%$15.9M———
Steward Partners Investment Advisory, LLC
N/A—309,125-309,125-100%$14.9M———
Petix & Botte Co
N/A—285,990-285,990-100%$13.8M———
Commerce Bank
N/A—285,016-285,016-100%$13.7M———
BNP Paribas Financial Markets
N/A—283,448-283,448-100%$13.7M———
Modern Wealth Management, LLC
N/A—282,502-282,502-100%$13.6M———
Northwestern Mutual Wealth Management Co
N/A—264,359-264,359-100%$12.7M———
United Capital Financial Advisors, LLC
N/A—243,569-243,569-100%$11.7M———
&partners
N/A—242,438-242,438-100%$11.7M———
Beacon Pointe Advisors, LLC
N/A—230,627-230,627-100%$11.1M———
Concentrum Wealth Management
N/A—224,937-224,937-100%$10.8M———
Goldman Sachs Group Inc
N/A—223,746-223,746-100%$10.8M———
Prosperity Consulting Group, LLC
N/A—222,821-222,821-100%$10.7M———
Proactive Wealth Strategies LLC
N/A—207,292-207,292-100%$10.0M———
Gateway Wealth Partners, LLC
N/A—204,631-204,631-100%$9.9M———
Sanctuary Advisors, LLC
N/A—176,245-176,245-100%$8.5M———
Rehmann Capital Advisory Group
N/A—160,466-160,466-100%$7.7M———
Holistic Financial Partners
N/A—144,711-144,711-100%$7.0M———
Mutual Advisors, LLC
N/A—143,471-143,471-100%$6.9M———
Integrated Wealth Concepts LLC
N/A—138,564-138,564-100%$6.7M———
Pine Valley Investments Ltd Liability Co
N/A—133,727-133,727-100%$6.4M———
Kovack Advisors, Inc.
N/A—130,609-130,609-100%$6.3M———
1776 Wealth LLC
N/A—129,159-129,159-100%$6.2M———
IHT Wealth Management, LLC
N/A—124,147-124,147-100%$6.0M———
Allworth Financial LP
N/A—120,338-120,338-100%$5.8M———
Arkadios Wealth Advisors
N/A—116,875-116,875-100%$5.6M———
Independent Advisor Alliance
N/A—109,952-109,952-100%$5.3M———
Harvest Investment Services, LLC
N/A—106,190-106,190-100%$5.1M———
1ST Source Bank
N/A—103,232-103,232-100%$5.0M———
Snowden Capital Advisors LLC
N/A—103,231-103,231-100%$5.0M———
Balanced Wealth Group LLC
N/A—102,256-102,256-100%$4.9M———
Western Wealth Management, LLC
N/A—101,870-101,870-100%$4.9M———
FSB Premier Wealth Management, Inc.
N/A—101,612-101,612-100%$4.9M———
Global Retirement Partners, LLC
N/A—90,786-90,786-100%$4.4M———
AE Wealth Management LLC
N/A—90,746-90,746-100%$4.4M———
Silver OAK Securities, Incorporated
N/A—88,232-88,232-100%$4.3M———
FMR LLC
N/A—86,704-86,704-100%$4.2M———
Blair William & Co
N/A—85,454-85,454-100%$4.1M———
Rothschild Wealth LLC
N/A—85,025-85,025-100%$4.1M———
Ameritas Advisory Services, LLC
N/A—84,484-84,484-100%$4.1M———
Composition Wealth, LLC
N/A—83,125-83,125-100%$4.0M———
IFS Group,LLC
N/A—81,839-81,839-100%$3.9M———
Valmark Advisers, Inc.
N/A—81,299-81,299-100%$3.9M———
Continuum Advisory, LLC
N/A—80,653-80,653-100%$3.9M———
Orion Porfolio Solutions, LLC
N/A—76,890-76,890-100%$3.7M———
Kingsview Wealth Management, LLC
N/A—76,277-76,277-100%$3.7M———
Arax Advisory Partners
N/A—76,036-76,036-100%$3.7M———
Mercer Global Advisors Inc
N/A—73,568-73,568-100%$3.5M———
Advisory Alpha, LLC
N/A—72,040-72,040-100%$3.5M———
Envestnet Portfolio Solutions, Inc.
N/A—71,568-71,568-100%$3.4M———
Stephens Inc
N/A—69,259-69,259-100%$3.3M———
Vestmark Advisory Solutions, Inc.
N/A—66,737-66,737-100%$3.2M———
Great Valley Advisor Group, Inc.
N/A—66,634-66,634-100%$3.2M———
HighPoint Advisor Group LLC
N/A—66,156-66,156-100%$3.2M———
World Investment Advisors
N/A—65,953-65,953-100%$3.1M———
Cozad Asset Management Inc
N/A—65,535-65,535-100%$3.2M———
OneAscent Financial Services LLC
N/A—62,274-62,274-100%$3.0M———
Coppell Advisory Solutions LLC
N/A—61,509-61,509-100%$151.8K———
Virtu Financial LLC
N/A—58,179-58,179-100%$2.8M———
Atlas Legacy Advisors, LLC
N/A—56,935-56,935-100%$2.7M———
Troutman Wealth Management, LLC
N/A—56,085-56,085-100%$2.7M———
Marshall Investment Management, LLC
N/A—55,922-55,922-100%$2.7M———
Fiduciary Financial Advisors
N/A—55,037-55,037-100%$2.7M———
Ausdal Financial Partners, Inc.
N/A—53,468-53,468-100%$2.6M———
Geneos Wealth Management Inc.
N/A—51,882-51,882-100%$2.5M———
Flow Traders U.S. LLC
N/A—47,879-47,879-100%$2.3M———
Pacific SUN Financial Corp
N/A—47,803-47,803-100%$2.3M———
PCG Wealth Advisors, LLC
N/A—47,760-47,760-100%$2.3M———
Pursue Wealth Partners LLC
N/A—46,217-46,217-100%$2.2M———
Qube Research & Technologies Ltd
N/A—45,245-45,245-100%$2.2M———
FWG Holdings, LLC
N/A—44,744-44,744-100%$2.2M———
Barnes Pettey Financial Advisors, LLC
N/A—43,558-43,558-100%$2.1M———
Focus Partners Wealth
N/A—43,410-43,410-100%$2.1M———
Stratos Wealth Advisors, LLC
N/A—42,477-42,477-100%$2.0M———
WCG Wealth Advisors LLC
N/A—42,029-42,029-100%$2.0M———
LaSalle St. Investment Advisors, LLC
N/A—41,172-41,172-100%$2.0M———
Waverly Advisors, LLC
N/A—41,057-41,057-100%$2.0M———
MAI Capital Management
N/A—40,898-40,898-100%$2.0M———
Waterloo Capital, L.P.
N/A—39,748-39,748-100%$1.9M———
Captrust Financial Advisors
N/A—38,662-38,662-100%$1.9M———
Sun Financial Inc
N/A—38,124-38,124-100%$1.9M———
Advance Capital Management, Inc.
N/A—36,924-36,924-100%$1.8M———
Keystone Financial Group
N/A—36,369-36,369-100%$1.8M———
Savvy Advisors, Inc.
N/A—36,288-36,288-100%$1.7M———
Moment Partners, LLC
N/A—36,068-36,068-100%$1.7M———
Principal Securities, Inc.
N/A—35,692-35,692-100%$1.7M———
AQR Capital Management LLC
N/A—33,378-33,378-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—32,630-32,630-100%$1.6M———
Quantinno Capital Management LP
N/A—32,582-32,582-100%$1.6M———
Calton & Associates, Inc.
N/A—31,899-31,899-100%$1.5M———
Mariner, LLC
N/A—31,311-31,311-100%$1.5M———
Strategic Financial Concepts, LLC
N/A—31,142-31,142-100%$1.5M———
Olde Wealth Management, LLC
N/A—30,503-30,503-100%$1.5M———
Sequent Planning LLC
N/A—30,501-30,501-100%$1.5M———
Crux Wealth Advisors
N/A—29,962-29,962-100%$1.4M———
Institute for Wealth Management, Llc.
N/A—29,082-29,082-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—28,502-28,502-100%$1.4M———
Cresset Asset Management, LLC
N/A—28,327-28,327-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—27,630-27,630-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—27,267-27,267-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—27,004-27,004-100%$1.3M———
Medallion Wealth Advisors, LLC
N/A—26,635-26,635-100%$1.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—26,486-26,486-100%$1.3M———
Smith, Moore & Co.
N/A—25,723-25,723-100%$1.2M———
Citadel Advisors LLC
N/A—24,449-24,449-100%$1.2M———
Gotham Asset Management, LLC
N/A—23,810-23,810-100%$1.1M———
Natixis Advisors, LLC
N/A—23,326-23,326-100%$1.1M———
Jane Street Group, LLC
N/A—22,925-22,925-100%$1.1M———
BFC Planning, Inc.
N/A—22,678-22,678-100%$1.1M———
Denver Wealth Management, Inc.
N/A—22,600-22,600-100%$1.1M———
Topsail Wealth Management, LLC
N/A—19,970-19,970-100%$962.2K———
Pinnacle Financial Partners, Inc.
N/A—19,965-19,965-100%$961.9K———
Summit Financial, LLC
N/A—19,944-19,944-100%$960.9K———
Maridea Wealth Management LLC
N/A—19,589-19,589-100%$943.8K———
CreativeOne Wealth, LLC
N/A—18,485-18,485-100%$890.6K———
Empowered Funds, LLC
N/A—18,011-18,011-100%$867.8K———
Cambria Investment Management, L.P.
N/A—18,011-18,011-100%$867.8K———
Ameriflex Group, Inc.
N/A—17,623-17,623-100%$849.1K———
PMG Wealth Management, Inc.
N/A—16,899-16,899-100%$814.2K———
Spartan Wealth Advisory Services LLC
N/A—16,897-16,897-100%$814.1K———
First Trust Advisors LP
N/A—16,490-16,490-100%$794.5K———
Icon Wealth Advisors, LLC
N/A—16,426-16,426-100%$791.4K———
Accretive Wealth Partners, LLC
N/A—16,223-16,223-100%$781.6K———
Chilton Investment Co Inc.
N/A—15,760-15,760-100%$759.3K———
Camelot Portfolios, LLC
N/A—15,757-15,757-100%$759.2K———
Pathstone Holdings, LLC
N/A—15,533-15,533-100%$748.4K———
Octavia Wealth Advisors, LLC
N/A—15,240-15,240-100%$734.3K———
Sargent Investment Group, LLC
N/A—13,705-13,705-100%$660.3K———
HBK Sorce Advisory LLC
N/A—13,543-13,543-100%$685.0K———
Insigneo Advisory Services, LLC
N/A—13,530-13,530-100%$651.9K———
Centaurus Financial, Inc.
N/A—13,495-13,495-100%$650.0K———
Bleakley Financial Group, LLC
N/A—13,464-13,464-100%$648.7K———
NewEdge Wealth, LLC
N/A—13,256-13,256-100%$638.7K———
Pinnacle Family Advisors, LLC
N/A—13,079-13,079-100%$630.2K———
Gladstone Institutional Advisory LLC
N/A—12,985-12,985-100%$625.6K———
Ameriprise Financial Inc
N/A—12,827-12,827-100%$618.0K———
Tidemark, LLC
N/A—12,219-12,219-100%$588.7K———
Twin Peaks Wealth Advisors, LLC
N/A—11,937-11,937-100%$575.1K———
Keel Point, LLC
N/A—11,909-11,909-100%$573.8K———
LeClair Wealth Partners LLC
N/A—11,832-11,832-100%$570.1K———
LWM Advisory Services, LLC
N/A—11,811-11,811-100%$569.1K———
Vigil Wealth Management, LLC
N/A—11,480-11,480-100%$553.1K———
UBS Asset Management Americas LLC
N/A—11,252-11,252-100%$542.1K———
Van Diest Capital, LLC
N/A—11,106-11,106-100%$535.1K———
Strategic Financial Partners, Ltd.
N/A—10,559-10,559-100%$508.8K———
Kapstone Financial Advisors LLC
N/A—10,424-10,424-100%$502.2K———
Plotkin Financial Advisors, LLC
N/A—10,146-10,146-100%$488.8K———
Perissos Private Wealth Management, LLC
N/A—10,096-10,096-100%$486.4K———
Synergy Investment Management, LLC
N/A—9,807-9,807-100%$472.5K———
Legacy Trust
N/A—9,775-9,775-100%$471.0K———
Traction Financial Partners, LLC
N/A—9,742-9,742-100%$469.4K———
Moneta Group Investment Advisors LLC
N/A—9,701-9,701-100%$467.4K———
PFG Investments, LLC
N/A—9,581-9,581-100%$461.6K———
Integrity Financial Corp
N/A—9,463-9,463-100%$455.9K———
Founders Financial Alliance, LLC
N/A—9,383-9,383-100%$452.1K———
Advisory Services Network, LLC
N/A—9,142-9,142-100%$440.5K———
SageGuard Financial Group, LLC
N/A—9,002-9,002-100%$433.7K———
Owen LaRue, LLC
N/A—8,899-8,899-100%$428.8K———
Money Concepts Capital Corp
N/A—8,795-8,795-100%$423.7K———
BlackRock, Inc.
N/A—8,544-8,544-100%$411.7K———
NI Acquisitions Company, LLC
N/A—8,536-8,536-100%$1.2M———
Bellevue Asset Management, LLC
N/A—8,497-8,497-100%$409.4K———
Peak Planning Group, LLC
N/A—8,495-8,495-100%$409.3K———
SEI Investments Co
N/A—8,480-8,480-100%$408.6K———
Hershey Financial Advisers, LLC
N/A—8,242-8,242-100%$397.1K———
Curi Capital, LLC
N/A—8,025-8,025-100%$386.6K———
Beacon Investment Advisors LLC
N/A—7,849-7,849-100%$378.2K———
Aptus Capital Advisors, LLC
N/A—7,670-7,670-100%$369.5K———
PSI Advisors, LLC
N/A—7,550-7,550-100%$363.8K———
Pure Financial Advisors, LLC
N/A—7,332-7,332-100%$353.2K———
Stonebridge Financial Planning Group, LLC
N/A—7,243-7,243-100%$349.0K———
Kintra Wealth, LLC
N/A—7,228-7,228-100%$367.4K———
Beaton Management Co. Inc.
N/A—7,174-7,174-100%$346.0K———
Schrum Private Wealth Management LLC
N/A—7,009-7,009-100%$285.6K———
Benson Wealth Management Inc
N/A—6,648-6,648-100%$320.3K———
Hilltop Holdings Inc.
N/A—6,579-6,579-100%$317.0K———
Moors & Cabot, Inc.
N/A—6,329-6,329-100%$304.9K———
GeoWealth Management, LLC
N/A—6,240-6,240-100%$300.6K———
Cerity Partners LLC
N/A—6,232-6,232-100%$300.3K———
Hilltop Partners LLC
N/A—6,127-6,127-100%$295.2K———
Main Street Financial Solutions, LLC
N/A—5,936-5,936-100%$286.0K———
IAG Wealth Partners, LLC
N/A—5,913-5,913-100%$284.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,876-5,876-100%$283.1K———
N.E.W. Advisory Services LLC
N/A—5,649-5,649-100%$272.2K———
Planning Directions Inc
N/A—5,609-5,609-100%$270.3K———
Prasad Wealth Partners, LLC
N/A—5,180-5,180-100%$249.6K———
XTX Topco Ltd
N/A—5,058-5,058-100%$243.7K———
Nuveen, LLC
N/A—5,033-5,033-100%$242.5K———
Caprock Group, LLC
N/A—5,000-5,000-100%$240.9K———
Fisher Asset Management, LLC
N/A—4,944-4,944-100%$238.2K———
Navis Wealth Advisors, LLC
N/A—4,878-4,878-100%$235.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—4,830-4,830-100%$232.7K———
EP Wealth Advisors, LLC
N/A—4,795-4,795-100%$231.0K———
West Michigan Advisors, LLC
N/A—4,743-4,743-100%$228.5K———
Paragon Financial Partners, Inc.
N/A—4,688-4,688-100%$235.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,516-4,516-100%$217.6K———
Guardian Wealth Advisors, LLC / NC
N/A—4,250-4,250-100%$204.8K———
Mpwm Advisory Solutions, LLC
N/A—4,161-4,161-100%$200.5K———
Smartleaf Asset Management LLC
N/A—3,177-3,177-100%$153.9K———
Rialto Wealth Management, LLC
N/A—3,160-3,160-100%$152.2K———
Darwin Wealth Management, LLC
N/A—2,894-2,894-100%$139.5K———
ST Germain D J Co Inc
N/A—2,679-2,679-100%$129.1K———
Private Wealth Asset Management, LLC
N/A—2,550-2,550-100%$122.9K———
Coston, McIsaac & Partners
N/A—2,418-2,418-100%$102.0K———
Keating Financial Advisory Services, Inc.
N/A—2,321-2,321-100%$111.8K———
Bartlett & Co. Wealth Management LLC
N/A—2,000-2,000-100%$96.4K———
Bank of Montreal
N/A—1,829-1,829-100%$88.1K———
Operose Advisors LLC
N/A—1,797-1,797-100%$86.6K———
Vanguard Advisers Inc
N/A—1,748-1,748-100%$84.2K———
Ancora Advisors LLCA
N/A—1,675-1,675-100%$80.7K———
Bravera Wealth
N/A—1,605-1,605-100%$77.3K———
Steigerwald, Gordon & Koch Inc.
N/A—1,483-1,483-100%$71.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,347-1,347-100%$64.9K———
Tiaa Wealth Investment Management LLC
N/A—1,287-1,287-100%$62.3K———
Manning & Napier Advisors LLC
N/A—1,210-1,210-100%$58.3K———
Graney & King, LLC
N/A—1,194-1,194-100%$57.5K———
Hantz Financial Services, Inc.
N/A—1,153-1,153-100%$56.0K———
Crews Bank & Trust
N/A—1,131-1,131-100%$54.5K———
Johnson Financial Group, Inc.
N/A—1,128-1,128-100%$54.3K———
Glen Eagle Advisors, LLC
N/A—1,108-1,108-100%$53.4K———
Glassman Wealth Services
N/A—991-991-100%$47.7K———
Russell Investments Group, Ltd.
N/A—797-797-100%$38.4K———
Consultiva Wealth Management, Corp.
N/A—650-650-100%$31.3K———
Godfrey Financial Associates, Inc.
N/A—644-644-100%$31.0K———
Allied Private Wealth LLC
N/A—628-628-100%$30.7K———
Top Private Wealth Llc.
N/A—599-599-100%$28.9K———
IMA Advisory Services, Inc.
N/A—583-583-100%$28.1K———
Financial Gravity Companies, Inc.
N/A—510-510-100%$24.6K———
Strategic Wealth Partners, Ltd.
N/A—494-494-100%$23.8K———
Park Place Capital Corp
N/A—489-489-100%$23.6K———
Capital Analysts, LLC
N/A—483-483-100%$23———
HHM Wealth Advisors, LLC
N/A—439-439-100%$21.2K———
Dogwood Wealth Management LLC
N/A—431-431-100%$20.8K———
PlanVest Financial, Inc
N/A—413-413-100%$19.9K———
Smithfield Trust Co
N/A—400-400-100%$19———
Rothschild Investment LLC
N/A—356-356-100%$17.2K———
Copia Wealth Management
N/A—347-347-100%$16.7K———
Heritage Wealth Advisors
N/A—336-336-100%$16.2K———
Ameritas Investment Partners, Inc.
N/A—317-317-100%$15.3K———
Measured Wealth Private Client Group, LLC
N/A—311-311-100%$15.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—273-273-100%$13.1K———
Kerr Financial Planning Corp
N/A—256-256-100%$12.3K———
Swan Capital LLC
N/A—234-234-100%$11.3K———
Whittier Trust Co
N/A—141-141-100%$6.9K———
Luminist Capital LLC
N/A—140-140-100%$6.7K———
Whittier Trust Co of Nevada Inc
N/A—126-126-100%$6.2K———
Huntington National Bank
N/A—119-119-100%$5.7K———
PIN OAK Investment Advisors Inc
N/A—109-109-100%$5———
Mcguire Capital Advisors Inc
N/A—104-104-100%$5.0K———
Front Row Advisors LLC
N/A—25-25-100%$1.3K———
Strive Financial Group,LLC
N/A—25-25-100%$1.2K———
Fourth Dimension Wealth, LLC
N/A—3-3-100%$145———
Showing 664 of 664 institutions